SELECT SECTOR SPDR TRUST - XLF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 493 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF MONTREAL /CAN/ History Added to 128,315,349 7,027,831 2.43% 0.17% 1 +120,007,833 1444.57% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 96,377,795 5,278,611 0.33% 0.43% 2 -36,706,752 -27.58% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 80,614,166 4,415,237 0.32% 0.48% 3 -50,587,609 -38.56% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 44,015,806 2,410,745 0.44% 0.46% 4 -693,341 -1.55% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 43,248,288 2,368,708 0.27% 0.3% 5 -5,423,556 -11.14% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 40,923,262 2,241,367 0.13% 0.15% 6 -6,491,814 -13.69% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 37,513,577 2,054,618 0.31% 0.32% 7 -1,620,654 -4.14% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 35,647,251 1,952,399 0.82% 0.91% 8 -4,004,779 -10.1% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 28,951,601 1,585,679 3.13% 1.94% 9 +5,190,900 21.85% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 28,478,307 1,559,756 0.19% 0.25% 10 -8,891,379 -23.79% Q4 2025 Mar 25, 2026
UBS Group AG History Reduced 27,661,433 1,515,016 0.25% 0.29% 11 -6,590,891 -19.24% Q4 2025 Jan 29, 2026
CITIGROUP INC History Added to 26,969,761 1,477,133 0.65% 0.45% 12 +8,391,948 45.17% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 25,401,227 1,391,225 0.41% 0.34% 13 +3,361,645 15.25% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 22,696,123 1,243,066 1.58% 1.67% 14 -1,811,496 -7.39% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 21,725,623 1,189,912 0.32% 0.38% 15 -2,450,431 -10.14% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 20,948,779 1,147,364 0.19% 16 +20,948,779 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 16,288,590 892,126 0.28% 0.23% 17 +2,753,084 20.34% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 15,284,572 837,136 0.13% 0.14% 18 -1,745,879 -10.25% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 12,796,378 700,857 1.37% 0.86% 19 +4,175,434 48.43% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 12,376,864 677,880 0.77% 0.95% 20 +1,388,978 12.64% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 11,332,194 620,681 0.14% 0.18% 21 -2,911,904 -20.44% Q4 2025 Feb 17, 2026
PGIM Custom Harvest LLC History Added to 10,091,183 552,694 8.16% 8.17% 22 +12,910 0.13% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 10,050,034 550,440 3.94% 0.01% 23 +10,012,520 26690.09% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 9,983,743 546,809 0.73% 0.59% 24 +1,859,712 22.89% Q4 2025 Feb 02, 2026
TUDOR INVESTMENT CORP ET AL History Added to 9,450,274 517,591 0.96% 2256.99% 25 +426,071 4.72% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 9,174,890 502,509 1.15% 0.94% 26 +1,812,354 24.62% Q4 2025 Feb 11, 2026
WestEnd Advisors, LLC History Added to 7,959,457 435,939 10.15% 7.73% 27 +1,819,341 29.63% Q4 2025 Jan 27, 2026
BARCLAYS PLC History Reduced 7,522,558 412,010 0.1% 0.17% 28 -6,869,550 -47.73% Q4 2025 Feb 13, 2026
Main Management ETF Advisors, LLC History Added to 7,511,470 411,403 14.66% 11.63% 29 +1,681,509 28.84% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,354,805 403,977 0.18% 0.29% 30 +662,865 95.8% Q4 2025 Feb 10, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 6,316,920 345,977 1.8% 1.37% 31 +1,723,249 37.51% Q4 2025 Feb 17, 2026
Duquesne Family Office LLC History New 5,495,600 300,994 6.7% 32 +5,495,600 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 5,481,058 300,197 0.32% 0.08% 33 +4,077,307 290.46% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 5,469,505 299,564 3.46% 4.05% 34 -228,531 -4.01% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 5,058,427 277,072 0.4% 0.41% 35 -323,225 -6.01% Q4 2025 Feb 17, 2026
Rokos Capital Management LLP History New 4,700,000 257,395 1.0% 36 +4,700,000 New Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 4,644,674 254,389 2.19% 2.12% 37 +997,625 27.35% Q4 2025 Jan 28, 2026
Jain Global LLC History Reduced 4,444,100 243,403 1.18% 1.67% 38 -2,107,865 -32.17% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 4,324,793 236,868 0.01% 0.01% 39 -36,096 -0.83% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 4,223,086 231,298 0.33% 0.42% 40 -929,593 -18.04% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 4,190,889 229,535 0.56% 0.57% 41 +201,482 5.05% Q4 2025 Feb 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 3,196,000 175,045 1.13% 1.31% 42 0 0.0% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Reduced 3,180,100 174,174 0.23% 0.43% 43 -1,974,900 -38.31% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 3,145,684 172,289 0.28% 0.91% 44 -6,301,945 -66.7% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 2,985,678 163,525 0.17% 0.07% 45 +1,726,231 137.06% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,943,329 161,042 0.18% 0.18% 46 +67,675 2.35% Q4 2025 Feb 17, 2026
TIFF ADVISORY SERVICES, LLC History Added to 2,850,991 156,148 26.88% 24.43% 47 +672,877 30.89% Q4 2025 Feb 09, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,823,239 154,628 0.09% 0.07% 48 +712,643 33.77% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 2,818,100 154,347 0.16% 0.18% 49 -96,900 -3.32% Q4 2025 Feb 11, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 2,769,442 151,682 0.71% 0.66% 50 +365,500 15.2% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 2,725,172 149,257 0.13% 0.11% 51 +396,736 17.04% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,412,186 133,089 0.29% 0.3% 52 0 0.0% Q4 2025 Jan 27, 2026
Point72 Asset Management, L.P. History Added to 2,318,200 126,967 0.14% 0.15% 53 +646,520 38.67% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 2,273,156 124,500 0.14% 0.14% 54 -62,700 -2.68% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 2,190,110 119,952 0.02% 0.02% 55 -39,585 -1.78% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 2,158,390 118,215 0.33% 0.53% 56 -1,615,903 -42.81% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 2,065,039 113,102 0.49% 0.62% 57 -538,224 -20.67% Q4 2025 Feb 17, 2026
Main Management LLC History Added to 2,047,301 112,131 8.07% 5.6% 58 +628,992 44.35% Q4 2025 Feb 10, 2026
Main Management Fund Advisors LLC History New 1,998,400 109,452 9.98% 59 +1,998,400 New Q4 2025 Feb 10, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 1,921,151 105,221 8.24% 8.39% 60 -21,133 -1.09% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Added to 1,896,182 103,853 0.19% 0.19% 61 +131,327 7.44% Q4 2025 Mar 16, 2026
BlackRock, Inc. History Reduced 1,850,458 101,349 0.0% 0.0% 62 -1,397,964 -43.04% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History Added to 1,786,529 97,848 5.13% 5.58% 63 +80,670 4.73% Q4 2025 Feb 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,737,249 95,149 1.92% 1.95% 64 +36,689 2.16% Q4 2025 Feb 06, 2026
Dynasty Wealth Management, LLC History Added to 1,728,746 94,683 0.93% 1.17% 65 +106,507 6.57% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Reduced 1,719,309 94,166 0.09% 0.22% 66 -2,315,769 -57.39% Q4 2025 Feb 13, 2026
Saudi Central Bank History No change 1,717,269 94,054 3.51% 3.52% 67 0 0.0% Q4 2025 Feb 12, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 1,618,022 88,619 5.78% 5.86% 68 0 0.0% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,537,251 84,195 0.11% 0.11% 69 -63,702 -3.98% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,512,549 82,842 0.16% 0.16% 70 +33,735 2.28% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 1,400,001 76,678 0.34% 0.03% 71 +1,313,894 1525.89% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,370,492 75,061 0.0% 0.0% 72 +532,141 63.47% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,333,583 73,040 2.55% 2.31% 73 +82,516 6.6% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,323,857 72,507 0.04% 0.04% 74 +53,760 4.23% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,319,810 72,285 0.11% 0.01% 75 +1,230,400 1376.13% Q4 2025 Feb 12, 2026
Phoenix Financial Ltd. History Reduced 1,319,142 72,247 0.78% 0.98% 76 -169,269 -11.37% Q4 2025 Feb 05, 2026
BlueCrest Capital Management Ltd History New 1,305,000 71,474 2.15% 77 +1,305,000 New Q4 2025 Feb 17, 2026
Unisphere Establishment History New 1,300,000 71,201 0.53% 78 +1,300,000 New Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 1,291,381 70,729 1.93% 0.95% 79 +654,506 102.77% Q4 2025 Feb 06, 2026
CREDIT AGRICOLE S A History Added to 1,279,629 70,085 0.16% 0.16% 80 +132,730 11.57% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,263,532 69,220 0.12% 0.03% 81 +963,430 321.03% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Reduced 1,239,065 67,863 0.08% 0.08% 82 -22,742 -1.8% Q4 2025 Jan 30, 2026
Quantitative Investment Management, LLC History Added to 1,210,077 66,275 6.44% 1.18% 83 +1,052,497 667.91% Q4 2025 Feb 17, 2026
Quotient Wealth Partners, LLC History Added to 1,201,423 65,801 1.75% 1.71% 84 +45,645 3.95% Q4 2025 Jan 22, 2026
PEAK6 LLC History Added to 1,181,500 64,710 0.12% 0.05% 85 +512,100 76.5% Q4 2025 Mar 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,167,917 63,967 0.17% 0.21% 86 -284,545 -19.59% Q4 2025 Feb 05, 2026
Capital Investment Advisors, LLC History Reduced 1,136,557 62,249 0.95% 1.84% 87 -946,287 -45.43% Q4 2025 Jan 13, 2026
Optiver Holding B.V. History New 1,121,893 61,446 0.02% 88 +1,121,893 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 1,048,836 57,660 0.03% 0.04% 89 -408,818 -28.05% Q4 2025 Mar 20, 2026
1832 Asset Management L.P. History Reduced 1,046,456 57,314 0.04% 0.04% 90 -8,447 -0.8% Q4 2025 Feb 13, 2026
III Capital Management History New 1,031,297 57,080 8.4% 91 +1,031,297 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 1,036,104 56,747 0.12% 0.11% 92 +60,819 6.24% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 1,035,999 56,741 0.08% 0.03% 93 +690,083 199.49% Q4 2025 Feb 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 1,034,655 56,668 0.3% 0.54% 94 -731,740 -41.43% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 1,005,546 55,073 0.79% 0.01% 95 +987,290 5408.03% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 990,462 54,279 0.08% 0.1% 96 -175,081 -15.02% Q4 2025 Feb 18, 2026
ALPS ADVISORS INC History Added to 964,463 52,823 0.31% 0.26% 97 +89,839 10.27% Q4 2025 Feb 12, 2026
Absolute Gestao de Investimentos Ltda. History New 950,000 52,031 5.44% 98 +950,000 New Q4 2025 Feb 13, 2026
Align Financial, LLC History New 49,731 49,731 0.03% 99 +49,731 New Q4 2025 Feb 17, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 885,683 48,508 2.94% 2.88% 100 +31,224 3.65% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 882,294 48,323 0.41% 0.37% 101 +5,751 0.66% Q4 2025 Jan 05, 2026
Private Advisor Group, LLC History Reduced 873,714 47,853 0.23% 0.28% 102 -169,294 -16.23% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 869,696 47,631 0.04% 0.16% 103 -2,069,924 -70.41% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 865,849 47,422 0.03% 0.03% 104 +73,858 9.33% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 856,963 46,935 0.75% 0.74% 105 +35,778 4.36% Q4 2025 Jan 08, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 843,733 46,211 1.48% 1.52% 106 -33,007 -3.76% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 840,963 46,059 3.11% 3.14% 107 +13,722 1.66% Q4 2025 Jan 08, 2026
Hudson Bay Capital Management LP History Reduced 825,000 45,185 0.15% 0.16% 108 -75,000 -8.33% Q4 2025 Feb 13, 2026
Yelin Lapidot Holdings Management Ltd. History No change 765,764 41,940 8.4% 8.66% 109 0 0.0% Q4 2025 Feb 05, 2026
Dakota Wealth Management History Added to 755,675 41,388 0.73% 0.81% 110 +5,028 0.67% Q4 2025 Jan 13, 2026
Swan Global Investments, LLC History Reduced 741,720 40,624 1.2% 1.41% 111 -195,399 -20.85% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 732,102 40,097 0.27% 0.26% 112 +80,190 12.3% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Reduced 728,775 39,915 2.31% 2.77% 113 -134,425 -15.57% Q4 2025 Feb 04, 2026
Itau Unibanco Holding S.A. History Added to 702,341 38,467 0.92% 0.18% 114 +604,320 616.52% Q4 2025 Feb 13, 2026
Maven Securities LTD History Added to 701,170 38,413 0.85% 0.88% 115 +41,493 6.29% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 682,554 37,383 0.12% 0.12% 116 -18,225 -2.6% Q4 2025 Feb 02, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 673,600 36,893 5.11% 5.29% 117 0 0.0% Q4 2025 Jan 29, 2026
Marks Wealth, LLC History New 670,399 36,717 12.29% 118 +670,399 New Q4 2025 Feb 02, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 663,804 36,356 5.17% 5.16% 119 +9,178 1.4% Q4 2025 Jan 15, 2026
BLAIR WILLIAM & CO/IL History Added to 639,864 35,045 0.09% 0.08% 120 +85,712 15.47% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 1,918 35,018 0.63% 0.28% 121 -33,602 -94.6% Q4 2025 Feb 13, 2026
Flaharty Asset Management, LLC History Reduced 630,567 34,652 4.33% 4.55% 122 -33,680 -5.07% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 612,797 33,562 0.12% 0.15% 123 +11,706 1.95% Q4 2025 Feb 18, 2026
Farther Finance Advisors, LLC History Added to 611,402 33,486 0.36% 0.41% 124 +107,452 21.32% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 602,860 33,018 0.79% 0.53% 125 +204,242 51.24% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Added to 600,206 32,873 0.47% 0.01% 126 +593,192 8457.26% Q4 2025 Feb 02, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 592,808 32,465 0.85% 0.79% 127 -5,687 -0.95% Q4 2025 Jan 28, 2026
Diversify Advisory Services, LLC History Added to 594,983 32,390 1.03% 0.09% 128 +541,342 1009.19% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 589,531 32,288 0.37% 0.28% 129 +290,579 97.2% Q4 2025 Jan 29, 2026
Krilogy Financial LLC History Added to 594,011 31,726 1.08% 1.12% 130 +26,930 4.75% Q4 2025 Jan 27, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 579,114 31,718 0.09% 0.11% 131 -63,928 -9.94% Q4 2025 Jan 26, 2026
Evolution Wealth Advisors, LLC History Added to 578,666 31,693 3.19% 4.15% 132 +5,615 0.98% Q4 2025 Jan 12, 2026
Advisors Preferred, LLC History New 560,718 30,800 5.01% 133 +560,718 New Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 559,920 30,667 0.39% 0.4% 134 -8,677 -1.53% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 551,330 30,196 0.04% 0.87% 135 -10,262,770 -94.9% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 542,114 29,691 0.99% 1.03% 136 -21,434 -3.8% Q4 2025 Jan 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 537,641 29,446 5.78% 5.93% 137 0 0.0% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Added to 537,501 29,438 1.58% 1.51% 138 +32,324 6.4% Q4 2025 Feb 10, 2026
WCG Wealth Advisors LLC History Added to 531,245 29,096 0.82% 0.47% 139 +392,051 281.66% Q4 2025 Feb 10, 2026
IMZ Advisory Inc History Added to 530,015 29,028 10.63% 10.59% 140 +2,138 0.41% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Added to 724,156 28,514 0.04% 0.03% 141 +296,374 69.28% Q4 2025 Mar 09, 2026
Trilogy Capital Inc. History Reduced 520,356 28,499 1.27% 1.38% 142 -34,143 -6.16% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 518,328 28,388 0.02% 0.02% 143 -26,812 -4.92% Q4 2025 Feb 17, 2026
MKP Capital Management, L.L.C. History New 511,340 28,006 1.0% 144 +511,340 New Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 506,796 27,758 0.03% 0.04% 145 -29,532 -5.51% Q4 2025 Feb 13, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 500,022 27,386 6.28% 6.55% 146 +3,380 0.68% Q4 2025 Feb 05, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 493,389 27,022 6.21% 147 +493,389 New Q4 2025 Feb 03, 2026
Focused Wealth Management, Inc History Added to 481,443 26,368 2.75% 2.68% 148 +13,307 2.84% Q4 2025 Jan 29, 2026
Stonebridge Financial Group, LLC History New 479,121 26,241 2.24% 149 +479,121 New Q4 2025 Jan 21, 2026
JANUS HENDERSON GROUP PLC History Reduced 473,330 25,924 0.01% 0.02% 150 -449,401 -48.7% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 470,100 25,747 0.14% 0.15% 151 -43,093 -8.4% Q4 2025 Jan 29, 2026
Vontobel Holding Ltd. History Reduced 467,450 25,602 0.08% 0.08% 152 -22,634 -4.62% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 464,464 25,438 0.1% 0.13% 153 -109,227 -19.04% Q4 2025 Feb 13, 2026
Clarity Financial LLC History Added to 463,753 25,399 2.35% 1.66% 154 +152,725 49.1% Q4 2025 Jan 28, 2026
GREENWOOD GEARHART INC History Reduced 463,308 25,375 1.4% 2.1% 155 -213,187 -31.51% Q4 2025 Feb 04, 2026
Twin Tree Management, LP History Reduced 457,600 25,062 0.22% 0.12% 156 -70,850 -13.41% Q4 2025 Feb 11, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 446,315 24,444 1.41% 1.44% 157 +751 0.17% Q4 2025 Jan 22, 2026
Asset Advisors Investment Management, LLC History Added to 442,995 24,262 2.24% 2.17% 158 +16,507 3.87% Q4 2025 Jan 23, 2026
Wharton Business Group, LLC History Added to 433,292 23,731 0.9% 0.99% 159 +11,085 2.63% Q4 2025 Feb 11, 2026
Lakeshore Financial Planning, Inc. History Added to 428,680 23,478 8.39% 8.48% 160 +4,736 1.12% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 427,295 23,402 0.12% 0.1% 161 +95,537 28.8% Q4 2025 Jan 12, 2026
Capital Advantage, Inc. History Added to 415,774 22,771 3.07% 3.37% 162 +297 0.07% Q4 2025 Jan 07, 2026
&PARTNERS History Added to 415,620 22,761 0.12% 0.12% 163 +68,807 19.84% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 413,431 22,643 0.3% 0.3% 164 +4,167 1.02% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Reduced 407,652 22,327 0.03% 0.04% 165 -41,035 -9.15% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 391,135 22,092 0.03% 0.03% 166 +23,078 6.27% Q4 2025 Jan 08, 2026
COMERICA BANK History Added to 401,075 21,966 0.09% 0.08% 167 +7,464 1.9% Q4 2025 Jan 29, 2026
Karpus Management, Inc. History Added to 399,770 21,895 0.67% 0.68% 168 +1,558 0.39% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 399,114 21,859 0.09% 0.11% 169 -35,137 -8.09% Q4 2025 Feb 13, 2026
Interval Partners, LP History Added to 398,400 21,820 0.39% 0.12% 170 +266,100 201.13% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 385,580 21,118 0.08% 171 +385,580 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 384,322 21,049 0.51% 0.54% 172 -14,724 -3.69% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 378,414 20,725 0.11% 173 +378,414 New Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 376,770 20,635 0.04% 0.05% 174 +30,025 8.66% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 375,885 20,587 0.02% 175 +375,885 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 372,310 20,391 0.06% 0.13% 176 -448,406 -54.64% Q4 2025 Jan 26, 2026
Walleye Capital LLC History Reduced 361,815 19,816 0.06% 0.15% 177 -369,678 -50.54% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 361,161 19,780 0.52% 0.64% 178 -29,360 -7.52% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 358,543 19,637 0.23% 0.25% 179 -154,025 -30.05% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Reduced 356,666 19,534 1.45% 1.5% 180 -8,375 -2.29% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 356,081 19,502 0.01% 0.0% 181 +228,420 178.93% Q4 2025 Feb 17, 2026
Rezny Wealth Management, Inc. History Reduced 345,023 18,896 3.81% 3.89% 182 -796 -0.23% Q4 2025 Feb 03, 2026
Vickerman Investment Advisors, Inc. History Added to 343,303 18,802 3.76% 3.28% 183 +42,620 14.17% Q4 2025 Feb 12, 2026
McKinley Carter Wealth Services, Inc. History Reduced 342,459 18,756 1.05% 1.17% 184 -71,968 -17.37% Q4 2025 Feb 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 341,450 18,701 0.27% 0.26% 185 +4,245 1.26% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 340,671 18,658 0.08% 0.1% 186 -105,562 -23.66% Q4 2025 Feb 12, 2026
Stillwater Capital Advisors, LLC History Reduced 337,874 18,505 1.99% 2.07% 187 -3,487 -1.02% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Added to 337,943 18,322 0.05% 0.05% 188 +13,996 4.32% Q4 2025 Feb 10, 2026
Keystone Global Partners, LLC History Added to 328,803 18,008 7.92% 7.35% 189 +61,090 22.82% Q4 2025 Jan 14, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 321,269 17,595 1.15% 1.26% 190 -22,451 -6.53% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Reduced 319,082 17,476 0.1% 0.11% 191 -22,348 -6.55% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 315,070 17,256 0.29% 0.29% 192 -2,466 -0.78% Q4 2025 Jan 28, 2026
SOROS FUND MANAGEMENT LLC History New 312,270 17,103 0.2% 193 +312,270 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 310,607 17,011 0.1% 0.09% 194 +38,793 14.27% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 308,113 16,875 0.31% 0.31% 195 -1,347 -0.44% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 298,513 16,349 0.13% 0.11% 196 +68,267 29.65% Q4 2025 Jan 26, 2026
Ayalon Insurance Comp Ltd. History No change 293,449 16,072 3.9% 4.0% 197 0 0.0% Q4 2025 Jan 12, 2026
INNEALTA CAPITAL, LLC History Added to 290,982 15,937 8.63% 7.77% 198 +2,245 0.78% Q4 2025 Jan 30, 2026
BANK HAPOALIM BM History Reduced 283,215 15,512 1.35% 1.89% 199 -2,140 -0.75% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Added to 282,431 15,468 0.44% 0.46% 200 +1,871 0.67% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 273,713 15,363 1.36% 1.33% 201 -2,380 -0.86% Q4 2025 Jan 28, 2026
SIMON QUICK ADVISORS, LLC History Reduced 277,367 15,191 0.66% 0.69% 202 -5,399 -1.91% Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Added to 277,267 15,187 0.25% 0.22% 203 +35,228 14.55% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 274,013 15,007 0.88% 1.11% 204 -27,640 -9.16% Q4 2025 Feb 10, 2026
Long Run Wealth Advisors, LLC History Added to 273,007 14,952 2.82% 2.72% 205 +15,356 5.96% Q4 2025 Feb 02, 2026
Frisch Financial Group, Inc. History Added to 272,571 14,928 3.35% 3.38% 206 +2,840 1.05% Q4 2025 Feb 06, 2026
BANK OF NOVA SCOTIA History Reduced 272,030 14,894 0.02% 0.26% 207 -2,481,148 -90.12% Q4 2025 Feb 13, 2026
FORBES J M & CO LLP History No change 268,854 14,725 1.19% 1.2% 208 0 0.0% Q4 2025 Jan 21, 2026
Jefferies Financial Group Inc. History Reduced 265,820 14,558 0.07% 0.16% 209 -371,794 -58.31% Q4 2025 Feb 09, 2026
Atria Investments, Inc History Reduced 259,828 14,230 0.16% 0.16% 210 -2,213 -0.84% Q4 2025 Feb 05, 2026
Prestige Wealth Management Group LLC History Added to 255,773 14,008 2.67% 0.11% 211 +245,399 2365.52% Q4 2025 Feb 11, 2026
HBK INVESTMENTS L P History New 255,300 13,982 0.11% 212 +255,300 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 254,549 13,941 0.17% 0.14% 213 +13,493 5.6% Q4 2025 Feb 02, 2026
Chesley Taft & Associates LLC History Added to 254,352 13,930 0.55% 0.55% 214 +12,838 5.32% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Reduced 253,569 13,888 0.08% 0.09% 215 -36,595 -12.61% Q4 2025 Feb 03, 2026
Gillson Capital LP History New 250,000 13,693 0.9% 216 +250,000 New Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 250,000 13,692 0.02% 0.03% 217 -78,700 -23.94% Q4 2025 Feb 13, 2026
Systematic Alpha Investments, LLC History No change 248,410 13,605 0.42% 0.44% 218 0 0.0% Q4 2025 Feb 12, 2026
FIRST INTERSTATE BANK History Reduced 247,567 13,559 0.73% 0.74% 219 -1,168 -0.47% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History Reduced 240,955 13,197 0.59% 0.65% 220 -4,153 -1.69% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 240,914 13,194 0.01% 0.01% 221 +78,120 47.99% Q4 2025 Feb 10, 2026
Premier Path Wealth Partners, LLC History Reduced 239,882 13,138 1.7% 1.78% 222 -16,311 -6.37% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 237,902 13,029 0.61% 0.62% 223 -28,114 -10.57% Q4 2025 Jan 21, 2026
Waterloo Capital, L.P. History Added to 237,366 13,000 0.94% 0.82% 224 +31,701 15.41% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Reduced 236,607 12,958 0.43% 0.46% 225 -1,962 -0.82% Q4 2025 Jan 30, 2026
Envestnet Portfolio Solutions, Inc. History Added to 236,217 12,937 0.05% 0.04% 226 +30,582 14.87% Q4 2025 Feb 06, 2026
GTS SECURITIES LLC History Reduced 236,090 12,929 0.44% 0.82% 227 -159,240 -40.28% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 232,637 12,741 0.02% 0.07% 228 -606,753 -72.28% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 229,936 12,593 0.21% 0.15% 229 +78,875 52.21% Q4 2025 Feb 17, 2026
Tamar Securities, LLC History Added to 229,386 12,563 1.33% 1.34% 230 +10,106 4.61% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 228,072 12,491 1.36% 1.41% 231 -14,165 -5.85% Q4 2025 Jan 20, 2026
AlphaCore Capital LLC History Reduced 228,053 12,490 0.28% 0.43% 232 -9,954 -4.18% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Reduced 221,597 12,136 0.42% 0.46% 233 -14,228 -6.03% Q4 2025 Jan 13, 2026
Arkadios Wealth Advisors History Added to 220,121 12,056 0.23% 0.26% 234 +20,650 10.35% Q4 2025 Feb 13, 2026
Cadent Capital Advisors, LLC History Reduced 219,905 12,044 3.09% 3.25% 235 -8,787 -3.84% Q4 2025 Jan 13, 2026
Busey Bank History Reduced 217,053 11,887 0.31% 0.33% 236 -2,112 -0.96% Q4 2025 Jan 27, 2026
Royal Fund Management, LLC History Reduced 216,337 11,853 1.08% 1.87% 237 -74,671 -25.66% Q4 2025 Jan 15, 2026
MEANS INVESTMENT CO., INC. History Added to 215,577 11,807 0.99% 0.97% 238 +6,905 3.31% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 214,461 11,746 0.0% 239 +214,461 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 214,411 11,743 0.24% 0.28% 240 -12,486 -5.5% Q4 2025 Feb 03, 2026
Elo Mutual Pension Insurance Co History New 213,486 11,692 0.18% 241 +213,486 New Q4 2025 Feb 12, 2026
Chicago Wealth Management, Inc. History Added to 208,446 11,416 4.59% 4.76% 242 +5,686 2.8% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 204,086 11,177 0.29% 0.28% 243 +13,406 7.03% Q4 2025 Feb 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 202,219 11,075 0.85% 244 +202,219 New Q4 2025 Feb 03, 2026
Orange Investment Advisors, Inc. History Reduced 201,030 11,010 1.22% 1.15% 245 -3,254 -1.59% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 200,279 10,969 0.05% 0.04% 246 +15,117 8.16% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 200,000 10,954 0.08% 248 +200,000 New Q4 2025 Feb 17, 2026
MENDON CAPITAL ADVISORS CORP History Added to 200,000 10,954 3.24% 1.03% 247 +150,000 300.0% Q4 2025 Feb 18, 2026
Yarbrough Capital, LLC History No change 200,000 10,954 0.34% 0.34% 249 0 0.0% Q4 2025 Jan 14, 2026
Compass Wealth Management, LLC/GA History Added to 198,337 10,862 4.47% 4.21% 250 +22,067 12.52% Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 195,743 10,720 1.19% 251 +195,743 New Q4 2025 Feb 13, 2026
NTV ASSET MANAGEMENT LLC History Added to 195,281 10,695 1.13% 1.02% 252 +20,767 11.9% Q4 2025 Jan 20, 2026
Provident Co of the Employees of the Hebrew University LTD History Reduced 194,235 10,638 11.04% 13.65% 253 -60,003 -23.6% Q4 2025 Feb 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 193,067 10,574 0.23% 0.21% 254 +11,604 6.39% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 192,478 10,542 0.08% 0.14% 255 -104,911 -35.28% Q4 2025 Jan 14, 2026
DRW Securities, LLC History Reduced 192,218 10,527 0.28% 0.27% 256 -80,827 -29.6% Q4 2025 Feb 12, 2026
Coastal Bridge Advisors, LLC History Added to 191,621 10,495 0.78% 0.59% 257 +47,393 32.86% Q4 2025 Feb 18, 2026
TRITONPOINT WEALTH, LLC History Reduced 191,355 10,480 1.06% 1.02% 258 -28,569 -12.99% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Added to 190,663 10,453 0.29% 0.26% 259 +21,750 12.88% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Reduced 189,209 10,362 0.15% 0.16% 260 -60,676 -24.28% Q4 2025 Feb 02, 2026
Waverly Advisors, LLC History Added to 187,672 10,278 0.08% 0.05% 261 +88,706 89.63% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Reduced 185,379 10,153 0.94% 0.95% 262 -54 -0.03% Q4 2025 Feb 11, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 184,443 10,101 0.85% 0.84% 263 +8,224 4.67% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 184,319 10,095 0.49% 0.59% 264 +3,253 1.8% Q4 2025 Jan 28, 2026
JMAC ENTERPRISES LLC History Added to 182,009 9,968 1.91% 1.91% 265 +2,440 1.36% Q4 2025 Jan 21, 2026
United Asset Strategies, Inc. History Added to 180,291 9,874 0.76% 0.76% 266 +3,953 2.24% Q4 2025 Jan 28, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 179,015 9,804 6.34% 6.92% 267 -1,124 -0.62% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 178,267 9,764 0.11% 0.11% 268 +4,471 2.57% Q4 2025 Feb 02, 2026
Horizon Investments, LLC History Reduced 177,053 9,697 0.12% 0.15% 269 -39,367 -18.19% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History Added to 175,721 9,624 0.6% 0.6% 270 +1,502 0.86% Q4 2025 Jan 30, 2026
SageGuard Financial Group, LLC History New 175,657 9,620 1.53% 271 +175,657 New Q4 2025 Jan 27, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 174,413 9,552 6.02% 272 +174,413 New Q4 2025 Feb 27, 2026
Essex LLC History Added to 171,978 9,419 1.67% 1.61% 273 +6,877 4.17% Q4 2025 Jan 20, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 171,600 9,398 1.45% 0.67% 274 +91,600 114.5% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 169,688 9,293 0.01% 0.02% 275 -562,212 -76.82% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 169,678 9,293 0.4% 0.59% 276 -70,261 -29.28% Q4 2025 Feb 10, 2026
Zuckerman Investment Group, LLC History Added to 169,663 9,292 0.83% 0.83% 277 +2,719 1.63% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 169,370 9,276 0.01% 0.04% 278 -58,015 -25.51% Q4 2025 Jan 09, 2026
SYKON CAPITAL LLC History Added to 168,620 9,235 2.96% 2.22% 279 +44,941 36.34% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Reduced 167,949 9,198 0.2% 0.2% 280 -1,435 -0.85% Q4 2025 Feb 02, 2026
LEUTHOLD GROUP, LLC History Reduced 167,820 9,191 0.99% 1.02% 281 -5,391 -3.11% Q4 2025 Feb 05, 2026
Archford Capital Strategies, LLC History Reduced 167,546 9,176 1.07% 1.15% 282 -12,402 -6.89% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 164,792 9,025 0.05% 0.04% 283 +30,433 22.65% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 164,726 9,022 0.12% 0.12% 284 +50,507 44.22% Q4 2025 Feb 06, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 161,033 8,819 2.88% 2.94% 285 +5,317 3.41% Q4 2025 Jan 15, 2026
Ameraudi Asset Management, Inc. History Added to 160,531 8,792 4.83% 4.69% 286 +16,506 11.46% Q4 2025 Feb 11, 2026
FORONJY FINANCIAL LLC History Reduced 160,332 8,781 3.67% 4.02% 287 -10,069 -5.91% Q4 2025 Feb 03, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 157,960 8,651 0.65% 0.63% 288 +3,556 2.3% Q4 2025 Feb 05, 2026
J. Goldman & Co LP History Reduced 156,981 8,597 0.23% 0.31% 289 -75,351 -32.43% Q4 2025 Feb 17, 2026
Sierra Capital LLC History Added to 156,732 8,584 0.91% 0.93% 290 +9 0.01% Q4 2025 Feb 18, 2026
Venture Visionary Partners LLC History Reduced 154,695 8,497 0.28% 0.29% 291 -337 -0.22% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 154,414 8,457 0.2% 0.21% 292 -7,266 -4.49% Q4 2025 Jan 30, 2026
HRT FINANCIAL LP History Reduced 154,294 8,450 0.03% 0.07% 293 -196,722 -56.04% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 154,075 8,438 0.08% 0.08% 294 -1,900 -1.22% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History Added to 152,457 8,350 0.03% 0.02% 295 +63,304 71.01% Q4 2025 Feb 17, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 152,401 8,347 2.4% 2.6% 296 -7,682 -4.8% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Reduced 152,117 8,329 0.05% 0.05% 297 -371 -0.24% Q4 2025 Jan 27, 2026
Ensign Peak Advisors, Inc History Reduced 151,315 8,287 0.01% 0.01% 298 -9,615 -5.97% Q4 2025 Feb 12, 2026
Cavalier Investments, LLC History Added to 151,059 8,273 0.43% 1.43% 299 +2,636 1.78% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 150,746 8,256 0.13% 0.05% 300 +103,267 217.5% Q4 2025 Mar 12, 2026
Quarry LP History New 150,000 8,215 1.29% 301 +150,000 New Q4 2025 Feb 13, 2026
Banco Santander, S.A. History New 149,628 8,195 0.06% 302 +149,628 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 149,431 8,184 0.64% 0.83% 303 -49,674 -24.95% Q4 2025 Jan 20, 2026
Advisory Services Network, LLC History Added to 149,303 8,177 0.12% 0.12% 304 +1,589 1.08% Q4 2025 Feb 17, 2026
Keel Point, LLC History Reduced 148,851 8,152 0.49% 0.53% 305 -12,111 -7.52% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 148,733 8,146 0.17% 0.18% 306 +3,738 2.58% Q4 2025 Feb 09, 2026
Foguth Wealth Management, LLC. History New 146,042 8,022 1.24% 307 +146,042 New Q4 2025 Jan 05, 2026
Federation des caisses Desjardins du Quebec History Added to 146,276 8,011 0.03% 0.01% 308 +81,104 124.45% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 144,953 7,939 0.1% 0.1% 309 +4,956 3.54% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Added to 144,615 7,920 0.01% 0.0% 310 +25,752 21.67% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 143,752 7,873 5.88% 5.68% 311 +6,384 4.65% Q4 2025 Jan 27, 2026
Private Wealth Advisors, LLC History Added to 142,803 7,821 2.5% 2.55% 312 +2,122 1.51% Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History Reduced 141,387 7,743 0.19% 0.3% 313 -75,388 -34.78% Q4 2025 Jan 29, 2026
Venturi Wealth Management, LLC History Reduced 141,077 7,726 0.34% 0.43% 314 -29,946 -17.51% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 140,257 7,681 0.35% 0.39% 315 +2,486 1.8% Q4 2025 Feb 05, 2026
5th Street Advisors, LLC History Reduced 139,414 7,635 3.57% 4.32% 316 -22,479 -13.89% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 139,132 7,620 0.28% 0.31% 317 -9,638 -6.48% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Reduced 136,446 7,473 1.89% 1.99% 318 -1,815 -1.31% Q4 2025 Feb 03, 2026
GeoWealth Management, LLC History Reduced 134,131 7,346 0.27% 0.28% 319 -6,556 -4.66% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 133,477 7,310 0.16% 0.16% 320 -214 -0.16% Q4 2025 Feb 04, 2026
Intrua Financial, LLC History Added to 133,380 7,305 0.77% 0.31% 321 +79,933 149.56% Q4 2025 Feb 05, 2026
Matthew Goff Investment Advisor, LLC History Reduced 133,289 7,300 1.29% 1.3% 322 -8,457 -5.97% Q4 2025 Jan 14, 2026
Northstar Advisory Group, LLC History Reduced 131,272 7,189 2.55% 3.56% 323 -30,707 -18.96% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 130,739 7,160 0.33% 0.34% 324 +63,361 94.04% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 130,657 7,156 0.33% 0.32% 325 +3,656 2.88% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 130,005 7,120 0.27% 0.28% 326 -5,884 -4.33% Q4 2025 Feb 17, 2026
Sharper & Granite LLC History Added to 129,826 7,110 2.5% 2.4% 327 +5,316 4.27% Q4 2025 Jan 27, 2026
Tower Research Capital LLC (TRC) History Added to 129,617 7,099 0.17% 0.0% 328 +129,595 589068.18% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 129,268 7,080 0.17% 0.15% 329 +18,303 16.49% Q4 2025 Jan 28, 2026
Granite Harbor Advisors, Inc. History Added to 128,011 7,011 2.96% 2.86% 330 +1,646 1.3% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 127,635 6,990 0.13% 0.13% 331 +6,881 5.7% Q4 2025 Feb 03, 2026
SURIENCE PRIVATE WEALTH LLC History New 127,567 6,986 7.5% 332 +127,567 New Q4 2025 Jan 16, 2026
Summit Financial, LLC History Reduced 126,416 6,923 0.1% 0.13% 333 -25,739 -16.92% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 125,682 6,883 0.57% 0.55% 334 +2,252 1.82% Q4 2025 Feb 13, 2026
TCV Trust & Wealth Management, Inc. History Added to 125,648 6,881 0.56% 0.54% 335 +4,950 4.1% Q4 2025 Jan 23, 2026
Dorsey & Whitney Trust CO LLC History Reduced 125,588 6,878 0.36% 0.36% 336 -426 -0.34% Q4 2025 Feb 11, 2026
Game Plan Financial Advisors, LLC History Added to 125,243 6,859 2.76% 2.78% 337 +737 0.59% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 125,137 6,853 0.04% 0.04% 338 +10,195 8.87% Q4 2025 Jan 29, 2026
Regal Investment Advisors LLC History Added to 124,865 6,838 0.41% 0.39% 339 +13,280 11.9% Q4 2025 Feb 17, 2026
Aragon Global Management, LP History No change 124,500 6,818 2.07% 2.06% 340 0 0.0% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 124,091 6,796 0.11% 0.11% 341 -153 -0.12% Q4 2025 Jan 13, 2026
WASHINGTON TRUST Co History Added to 123,691 6,774 0.22% 0.21% 342 +3,499 2.91% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Added to 120,235 6,748 0.15% 0.15% 343 +3,553 3.05% Q4 2025 Jan 08, 2026
Stratos Wealth Partners, LTD. History Reduced 123,111 6,742 0.08% 0.09% 344 -17,580 -12.5% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 121,717 6,666 0.05% 0.04% 345 +34,107 38.93% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Reduced 121,603 6,660 0.29% 0.37% 346 -43,963 -26.55% Q4 2025 Feb 17, 2026
Aventus Investment Advisors, Inc. History Added to 121,140 6,634 5.38% 5.35% 347 +4,592 3.94% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History Reduced 120,098 6,577 0.06% 0.07% 348 -2,161 -1.77% Q4 2025 Feb 13, 2026
Client First Capital LLC History Added to 120,079 6,576 2.77% 2.78% 349 +4,276 3.69% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Added to 118,888 6,511 0.95% 0.44% 350 +69,310 139.8% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 118,234 6,475 0.04% 0.04% 351 +880 0.75% Q4 2025 Jan 28, 2026
Atlantic Union Bankshares Corp History Reduced 117,691 6,445 0.12% 0.12% 352 -116 -0.1% Q4 2025 Feb 04, 2026
Stockman Wealth Management, Inc. History Added to 117,485 6,434 0.75% 0.76% 353 +3,134 2.74% Q4 2025 Jan 29, 2026
Freestone Grove Partners LP History New 116,766 6,395 0.05% 354 +116,766 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 116,210 6,364 0.14% 0.14% 355 -792 -0.68% Q4 2025 Feb 05, 2026
WT Wealth Management History Reduced 115,830 6,344 1.82% 1.98% 356 -12,087 -9.45% Q4 2025 Feb 02, 2026
STEPHENS INC /AR/ History Added to 115,612 6,332 0.08% 0.08% 357 +4,754 4.29% Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Added to 115,041 6,300 0.0% 0.0% 358 +99,676 648.72% Q4 2025 Feb 11, 2026
BURNS J W & CO INC/NY History Reduced 113,984 6,242 0.69% 0.7% 359 -484 -0.42% Q4 2025 Jan 12, 2026
Ausdal Financial Partners, Inc. History Added to 113,509 6,216 0.29% 0.28% 360 +7,987 7.57% Q4 2025 Feb 13, 2026
Capital Planning Advisors, LLC History Added to 113,023 6,190 0.83% 0.78% 361 +7,832 7.45% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 112,909 6,184 0.04% 0.04% 362 +573 0.51% Q4 2025 Feb 09, 2026
Advisory Resource Group History Added to 112,811 6,178 1.09% 1.05% 363 +3,834 3.52% Q4 2025 Feb 12, 2026
AAFMAA Wealth Management & Trust LLC History Added to 112,561 6,164 2.42% 2.3% 364 +5,163 4.81% Q4 2025 Jan 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 112,515 6,162 0.11% 0.03% 365 +87,596 351.52% Q4 2025 Feb 19, 2026
Hilltop Holdings Inc. History Reduced 111,166 6,088 0.36% 0.4% 366 -29,135 -20.77% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 110,724 6,064 0.0% 0.0% 367 +89 0.08% Q4 2025 Feb 09, 2026
CHEMUNG CANAL TRUST CO History Reduced 110,585 6,056 1.2% 1.24% 368 -5,149 -4.45% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Reduced 109,743 6,010 0.0% 0.0% 369 -6,171 -5.32% Q4 2025 Feb 10, 2026
Mechanics Bank Trust Department History Reduced 109,271 5,984 0.78% 0.84% 370 -2,086 -1.87% Q4 2025 Jan 14, 2026
Measured Wealth Private Client Group, LLC History Added to 109,203 5,981 1.58% 1.02% 371 +38,928 55.39% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 109,031 5,971 0.01% 0.01% 372 +943 0.87% Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History Reduced 108,992 5,969 0.79% 0.84% 373 -2,481 -2.23% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History Added to 107,891 5,909 0.63% 0.59% 374 +1,988 1.88% Q4 2025 Jan 27, 2026
Cooksen Wealth, LLC History Added to 107,372 5,880 4.3% 4.22% 375 +2,466 2.35% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Reduced 106,418 5,828 0.01% 0.01% 376 -6,101 -5.42% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 106,241 5,818 0.19% 0.21% 377 +367 0.35% Q4 2025 Jan 14, 2026
FIRST MERCHANTS CORP History Added to 105,968 5,803 0.21% 0.21% 378 +621 0.59% Q4 2025 Jan 12, 2026
COMMERCE BANK History Added to 105,704 5,789 0.03% 0.03% 379 +6,830 6.91% Q4 2025 Feb 13, 2026
Zullo Investment Group, Inc. History Added to 105,511 5,778 2.11% 2.09% 380 +338 0.32% Q4 2025 Jan 26, 2026
Simmons Bank History Reduced 105,192 5,761 0.39% 0.38% 381 -1,319 -1.24% Q4 2025 Feb 05, 2026
3EDGE Asset Management, LP History Added to 104,086 5,738 0.3% 0.24% 382 +24,540 30.85% Q4 2025 Feb 06, 2026
Keystone Financial Group History Added to 104,135 5,703 0.42% 0.35% 383 +19,547 23.11% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 104,107 5,701 0.03% 0.02% 384 +43,212 70.96% Q4 2025 Feb 17, 2026
Massachusetts Wealth Management History Added to 104,101 5,701 2.65% 2.74% 385 +1,670 1.63% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 101,938 5,583 0.15% 0.14% 386 +6,729 7.07% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Reduced 101,839 5,577 0.11% 0.12% 387 -718 -0.7% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 100,236 5,489 0.08% 0.08% 388 +6,363 6.78% Q4 2025 Feb 09, 2026
Monaco Asset Management SAM History New 100,000 5,477 0.95% 389 +100,000 New Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 99,643 5,457 0.07% 0.07% 390 +2,395 2.46% Q4 2025 Feb 04, 2026
Capstone Wealth Management Group LLC History Reduced 97,927 5,363 3.25% 3.51% 391 -3,997 -3.92% Q4 2025 Jan 09, 2026
Ellis Investment Partners, LLC History Added to 97,844 5,358 0.93% 0.94% 392 +1,660 1.73% Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Reduced 97,409 5,335 0.19% 0.19% 393 -90 -0.09% Q4 2025 Jan 12, 2026
MARTIN & CO INC /TN/ History Added to 97,399 5,334 0.92% 0.91% 394 +1,959 2.05% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 97,377 5,333 0.17% 0.17% 395 +7,093 7.86% Q4 2025 Feb 13, 2026
Sandbox Financial Partners, LLC History Added to 97,330 5,330 1.47% 0.92% 396 +37,505 62.69% Q4 2025 Jan 07, 2026
PRINCIPAL SECURITIES, INC. History Added to 97,250 5,326 0.08% 0.08% 397 +11,522 13.44% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 96,389 5,279 0.01% 0.01% 398 -644 -0.66% Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History Added to 96,010 5,258 0.25% 0.24% 399 +1,409 1.49% Q4 2025 Jan 20, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 95,530 5,232 1.91% 2.06% 400 -5,524 -5.47% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 95,258 5,217 0.01% 0.01% 401 +4,904 5.43% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 94,789 5,191 0.7% 0.76% 402 +6,405 7.25% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 94,302 5,164 0.01% 403 +94,302 New Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Added to 94,287 5,164 1.88% 1.9% 404 +1,692 1.83% Q4 2025 Feb 04, 2026
Bayview Asset Management, LLC History New 94,200 5,159 1.19% 405 +94,200 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 93,723 5,133 0.02% 406 +93,723 New Q4 2025 Feb 05, 2026
Nelson Capital Management, LLC History Added to 92,981 5,092 0.6% 0.53% 407 +10,365 12.55% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 92,275 5,053 0.01% 0.01% 408 -4,297 -4.45% Q4 2025 Feb 12, 2026
IAM Advisory, LLC History Added to 91,750 5,025 1.12% 1.1% 409 +706 0.78% Q4 2025 Jan 07, 2026
MORTON COMMUNITY BANK History Added to 92,897 4,964 1.07% 1.07% 410 +4,722 5.36% Q4 2025 Feb 13, 2026
PeakShares LLC History New 90,604 4,962 4.84% 411 +90,604 New Q4 2025 Mar 10, 2026
SUMMIT SECURITIES GROUP LLC History New 90,506 4,957 0.65% 412 +90,506 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 90,491 4,956 0.09% 0.1% 413 -2,211 -2.39% Q4 2025 Jan 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 89,509 4,902 0.31% 0.44% 414 -31,498 -26.03% Q4 2025 Feb 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 89,217 4,900 0.01% 0.01% 415 -1,779 -1.96% Q4 2025 Jan 15, 2026
FIL Ltd History Reduced 89,173 4,884 0.0% 0.0% 416 -2,194 -2.4% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 88,556 4,873 0.03% 0.53% 417 -1,209,156 -93.18% Q4 2025 Feb 17, 2026
Estate Counselors, LLC History Added to 88,635 4,854 0.41% 0.2% 418 +44,708 101.78% Q4 2025 Feb 02, 2026
CSS LLC/IL History Added to 87,500 4,792 0.21% 0.1% 419 +47,500 118.75% Q4 2025 Feb 17, 2026
EHP Funds Inc. History Added to 86,900 4,759 10.9% 0.78% 421 +70,500 429.88% Q4 2025 Feb 12, 2026
Comprehensive Wealth Management, LLC History Added to 86,899 4,759 2.81% 2.92% 420 +10,483 13.72% Q4 2025 Feb 11, 2026
FOCUS Wealth Advisors, LLC History Added to 86,486 4,736 2.2% 2.06% 422 +6,777 8.5% Q4 2025 Jan 09, 2026
Capital Wealth Planning, LLC History Added to 86,259 4,724 0.03% 0.03% 423 +3,523 4.26% Q4 2025 Feb 11, 2026
Independence Wealth Advisors, LLC History New 85,943 4,707 2.65% 424 +85,943 New Q4 2025 Jan 09, 2026
M&T BANK CORP History Added to 85,924 4,705 0.02% 0.01% 425 +13,195 18.14% Q4 2025 Jan 30, 2026
Darwin Wealth Management, LLC History Added to 85,700 4,693 1.46% 1.44% 426 +1,770 2.11% Q4 2025 Jan 22, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 83,682 4,663 2.09% 2.04% 427 -1,563 -1.83% Q4 2025 Jan 14, 2026
Pictet Asset Management Holding SA History No change 84,890 4,649 0.0% 0.0% 428 0 0.0% Q4 2025 Jan 29, 2026
Edgestream Partners, L.P. History New 84,079 4,605 0.13% 429 +84,079 New Q4 2025 Feb 13, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 84,044 4,603 2.23% 2.18% 430 +265 0.32% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Added to 83,908 4,595 0.57% 0.56% 431 +925 1.11% Q4 2025 Jan 22, 2026
Clearstead Advisors, LLC History Reduced 83,713 4,584 0.06% 0.06% 432 -5,917 -6.6% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Added to 151,547 4,580 0.11% 0.15% 433 +1,825 1.22% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 83,572 4,577 0.05% 0.04% 434 +15,914 23.52% Q4 2025 Feb 06, 2026
Park Edge Advisors, LLC History Added to 83,417 4,568 1.03% 0.49% 435 +43,775 110.43% Q4 2025 Jan 16, 2026
Cornerstone Wealth Group, LLC History Added to 83,353 4,565 0.31% 0.14% 436 +44,863 116.56% Q4 2025 Jan 26, 2026
Beacon Capital Management, Inc. History Reduced 83,167 4,555 0.24% 0.31% 437 -37,589 -31.13% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 83,124 4,552 0.03% 0.03% 438 +6,579 8.59% Q4 2025 Feb 18, 2026
ACIMA PRIVATE WEALTH, LLC History No change 82,253 4,504 1.4% 1.39% 439 0 0.0% Q4 2025 Jan 15, 2026
Joseph P. Lucia & Associates, LLC History Added to 81,785 4,479 1.62% 1.55% 440 +5,736 7.54% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Reduced 81,590 4,468 0.08% 0.12% 441 -19,946 -19.64% Q4 2025 Feb 06, 2026
Innova Wealth Partners History Reduced 81,478 4,462 2.25% 2.46% 442 -3,157 -3.73% Q4 2025 Jan 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 80,304 4,398 1.19% 0.04% 443 +78,466 4269.1% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Added to 80,102 4,387 0.05% 0.05% 444 +1,268 1.61% Q4 2025 Feb 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 78,886 4,321 1.21% 1.21% 445 -836 -1.05% Q4 2025 Feb 02, 2026
Westside Investment Management, Inc. History Reduced 78,723 4,313 0.69% 0.68% 446 -246 -0.31% Q4 2025 Jan 23, 2026
Belvedere Trading LLC History New 78,713 4,311 0.0% 447 +78,713 New Q4 2025 Feb 10, 2026
Asset Allocation Strategies LLC History Reduced 78,459 4,297 0.8% 0.89% 448 -5,083 -6.08% Q4 2025 Feb 13, 2026
McCollum Christoferson Group LLC History Added to 78,366 4,292 1.24% 1.19% 449 +1,106 1.43% Q4 2025 Jan 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 78,326 4,289 0.08% 0.09% 450 -7,293 -8.52% Q4 2025 Feb 12, 2026
Abbot Financial Management, Inc. History Reduced 78,225 4,284 1.78% 1.81% 451 -328 -0.42% Q4 2025 Feb 13, 2026
Centric Wealth Management History Reduced 79,125 4,275 0.9% 0.93% 452 -345 -0.43% Q4 2025 Feb 04, 2026
Clarus Wealth Advisors History Added to 78,673 4,266 1.77% 1.78% 453 +3,592 4.78% Q4 2025 Jan 14, 2026
SteelPeak Wealth, LLC History Reduced 77,391 4,238 0.14% 0.22% 454 -44,213 -36.36% Q4 2025 Jan 20, 2026
HERBST GROUP, LLC History Added to 77,385 4,238 2.49% 2.55% 455 +1,281 1.68% Q4 2025 Jan 16, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 77,390 4,238 2.89% 3.07% 456 +1,237 1.62% Q4 2025 Feb 02, 2026
Activest Wealth Management History Added to 76,985 4,216 0.79% 0.72% 457 +10,523 15.83% Q4 2025 Jan 30, 2026
TICINO WEALTH History New 76,874 4,210 1.56% 458 +76,874 New Q4 2025 Jan 27, 2026
SIG BROKERAGE, LP History No change 76,048 4,165 0.13% 0.12% 459 0 0.0% Q4 2025 Feb 17, 2026
WARNER FINANCIAL, INC History Reduced 75,526 4,137 1.44% 1.53% 460 -475 -0.62% Q4 2025 Jan 21, 2026
HOWE & RUSLING INC History Added to 75,294 4,123 0.27% 0.25% 461 +6,988 10.23% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 83,615 4,122 0.09% 0.1% 462 -2,824 -3.27% Q4 2025 Feb 04, 2026
Madison Park Capital Advisors, LLC History Added to 74,958 4,105 3.33% 3.29% 463 +619 0.83% Q4 2025 Jan 20, 2026
Trust Co History Reduced 74,071 4,056 0.38% 0.41% 464 -1,198 -1.59% Q4 2025 Jan 15, 2026
First Financial Bank - Trust Division History Added to 73,952 4,050 0.33% 0.32% 465 +4,023 5.75% Q4 2025 Jan 02, 2026
Advisor Resource Council History New 74,928 4,048 1.44% 466 +74,928 New Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 73,642 4,033 0.1% 0.09% 467 +7,717 11.71% Q4 2025 Feb 13, 2026
SMI Advisory Services, LLC History Added to 72,842 4,027 0.69% 0.56% 468 +17,418 31.43% Q4 2025 Jan 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 73,519 4,026 0.47% 0.48% 469 -30 -0.04% Q4 2025 Feb 03, 2026
Ledyard National Bank History Reduced 73,283 4,013 0.35% 0.38% 470 -4,782 -6.13% Q4 2025 Jan 21, 2026
Evercore Wealth Management, LLC History Added to 73,196 4,008 0.06% 0.06% 471 +1,075 1.49% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 72,667 3,979 0.43% 0.43% 472 +2,715 3.88% Q4 2025 Feb 11, 2026
Vivid Wealth Management, LLC History Added to 71,751 3,929 1.53% 1.54% 473 +33 0.05% Q4 2025 Jan 30, 2026
Cullen Capital Management, LLC History New 71,693 3,926 0.04% 474 +71,693 New Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 71,670 3,925 0.3% 0.47% 475 -51,430 -41.78% Q4 2025 Jan 23, 2026
ROCKLAND TRUST CO History Reduced 71,517 3,916 0.15% 0.17% 476 -4,983 -6.51% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 71,438 3,912 0.14% 0.13% 477 +8,418 13.36% Q4 2025 Jan 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 71,329 3,906 0.53% 478 +71,329 New Q4 2025 Feb 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 71,100 3,894 0.22% 0.22% 479 0 0.0% Q4 2025 Feb 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 70,947 3,885 1.11% 1.12% 480 +3,268 4.83% Q4 2025 Feb 10, 2026
Bedell Frazier Investment Counselling, LLC History Added to 70,909 3,883 0.75% 0.78% 481 +305 0.43% Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History Reduced 70,770 3,876 0.94% 0.93% 482 -100 -0.14% Q4 2025 Jan 27, 2026
BANQUE PICTET & CIE SA History Added to 70,642 3,869 0.02% 0.02% 483 +1,500 2.17% Q4 2025 Jan 16, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 70,521 3,862 0.32% 0.33% 484 -907 -1.27% Q4 2025 Feb 03, 2026
Regal Partners Ltd History New 69,346 3,798 0.22% 485 +69,346 New Q4 2025 Feb 18, 2026
RDA Financial Network History Added to 69,094 3,784 0.91% 0.89% 486 +1,819 2.7% Q4 2025 Jan 06, 2026
Cornerstone Wealth Management, LLC History Reduced 68,868 3,771 0.2% 0.21% 487 -3,385 -4.68% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 68,469 3,750 0.02% 488 +68,469 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 67,781 3,712 0.09% 0.1% 489 -2,078 -2.97% Q4 2025 Feb 09, 2026
FAGAN ASSOCIATES, INC. History Reduced 67,776 3,712 0.49% 0.51% 490 -1,145 -1.66% Q4 2025 Jan 30, 2026
Polymer Capital Management (HK) LTD History Added to 67,471 3,695 0.53% 0.48% 491 +2,408 3.7% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 66,637 3,677 0.05% 0.04% 492 +2,878 4.51% Q4 2025 Jan 23, 2026
Chesapeake Wealth Management History Added to 66,804 3,658 1.09% 1.09% 493 +224 0.34% Q4 2025 Feb 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 66,397 3,636 0.03% 0.07% 494 -81,018 -54.96% Q4 2025 Feb 05, 2026
Onyx Bridge Wealth Group LLC History Reduced 66,307 3,631 0.39% 1.66% 495 -217,476 -76.63% Q4 2025 Feb 18, 2026
Maxele Advisors, LLC History Reduced 66,225 3,627 2.95% 3.09% 496 -310 -0.47% Q4 2025 Feb 05, 2026
VVR Holdings LLC History New 66,135 3,622 1.88% 497 +66,135 New Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 66,120 3,621 0.26% 0.26% 498 -1,725 -2.54% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 65,981 3,613 0.17% 0.16% 499 +5,187 8.53% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History Added to 65,919 3,610 0.36% 0.33% 500 +6,490 10.92% Q4 2025 Jan 09, 2026
Visionary Wealth Advisors History Added to 65,457 3,585 0.16% 0.15% 501 +3,993 6.5% Q4 2025 Feb 13, 2026
Markin Asset Management, LP History New 65,256 3,574 3.93% 502 +65,256 New Q4 2025 Feb 13, 2026
Arrow Investment Advisors, LLC History Reduced 65,122 3,566 3.96% 3.98% 503 -1,725 -2.58% Q4 2025 Feb 09, 2026
Narus Financial Partners, LLC History Reduced 64,962 3,557 0.98% 0.99% 504 -2,537 -3.76% Q4 2025 Feb 09, 2026
Relyea Zuckerberg Hanson LLC History Added to 64,926 3,556 0.36% 0.37% 505 +128 0.2% Q4 2025 Jan 20, 2026
TCTC Holdings, LLC History Reduced 64,754 3,546 0.11% 0.1% 506 -400 -0.61% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Added to 64,678 3,542 0.21% 0.16% 507 +13,445 26.24% Q4 2025 Jan 30, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 64,601 3,538 2.18% 2.19% 508 +131 0.2% Q4 2025 Jan 21, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 64,498 3,532 0.44% 0.6% 509 -16,168 -20.04% Q4 2025 Jan 15, 2026
Wall Capital Group, Inc. History New 64,120 3,511 3.34% 510 +64,120 New Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 64,004 3,505 0.07% 0.04% 511 +25,579 66.57% Q4 2025 Feb 06, 2026
Marex Group plc History Added to 63,697 3,488 0.02% 0.0% 512 +54,941 627.47% Q4 2025 Feb 12, 2026
PLANWISER FINANCIAL, LLC History Added to 64,921 3,470 2.6% 1.95% 513 +17,939 38.18% Q4 2025 Feb 13, 2026
ARS Investment Partners, LLC History Added to 63,308 3,467 0.2% 0.21% 514 +4,541 7.73% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 62,356 3,415 0.03% 0.02% 515 -369 -0.59% Q4 2025 Feb 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 62,313 3,412 1.55% 0.67% 516 +36,295 139.5% Q4 2025 Jan 12, 2026
Magnus Financial Group LLC History Reduced 62,164 3,404 0.26% 0.27% 517 -1,517 -2.38% Q4 2025 Jan 07, 2026
BFSG, LLC History Reduced 62,068 3,399 0.33% 0.32% 518 -142 -0.23% Q4 2025 Jan 22, 2026
Greenwich Wealth Management LLC History Reduced 61,917 3,391 0.15% 0.17% 519 -322 -0.52% Q4 2025 Feb 10, 2026
OpenArc Corporate Advisory, LLC History New 61,699 3,379 0.06% 520 +61,699 New Q4 2025 Feb 13, 2026
Telos Capital Management, Inc. History Added to 61,600 3,373 0.31% 0.31% 521 +1,843 3.08% Q4 2025 Jan 22, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 61,541 3,370 1.25% 1.25% 522 +383 0.63% Q4 2025 Feb 17, 2026
CORRADO ADVISORS, LLC History Added to 61,441 3,365 1.69% 1.7% 523 +2,590 4.4% Q4 2025 Feb 10, 2026
MontVue Capital Management, Inc. History Reduced 61,096 3,346 2.23% 2.27% 524 -1,705 -2.71% Q4 2025 Jan 27, 2026
Alphadyne Asset Management LP History New 60,915 3,336 0.08% 525 +60,915 New Q4 2025 Feb 17, 2026
XY Capital Ltd History Added to 60,920 3,336 2.1% 0.37% 526 +47,735 362.04% Q4 2025 Feb 12, 2026
Laraway Financial Advisors Inc History Reduced 60,431 3,309 2.16% 2.22% 527 -11 -0.02% Q4 2025 Feb 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 60,033 3,288 1.2% 0.95% 528 +18,900 45.95% Q4 2025 Feb 12, 2026
Shay Capital LLC History New 60,000 3,286 0.34% 529 +60,000 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 59,944 3,283 0.01% 0.01% 530 +704 1.19% Q4 2025 Jan 30, 2026
Lionsbridge Wealth Management LLC History Reduced 59,938 3,282 3.32% 3.19% 531 -144 -0.24% Q4 2025 Jan 26, 2026
Silphium Asset Management Ltd History New 59,800 3,275 1.39% 532 +59,800 New Q4 2025 Jan 27, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 59,789 3,274 0.89% 0.88% 533 +1,119 1.91% Q4 2025 Jan 13, 2026
HBW ADVISORY SERVICES LLC History Added to 59,707 3,270 0.36% 0.35% 534 +1,159 1.98% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 59,674 3,268 0.16% 0.24% 535 -4,725 -7.34% Q4 2025 Feb 12, 2026
Corsicana & Co. History Reduced 59,664 3,267 1.83% 1.81% 536 -285 -0.48% Q4 2025 Jan 07, 2026
Penserra Capital Management LLC History New 59,515 3,259 0.04% 537 +59,515 New Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 59,408 3,254 0.09% 0.1% 538 +4,206 7.62% Q4 2025 Feb 12, 2026
Signal Advisors Wealth, LLC History Added to 59,334 3,249 0.26% 0.23% 539 +13,053 28.2% Q4 2025 Jan 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 58,884 3,225 0.39% 0.36% 540 +2,586 4.59% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 58,533 3,205 0.17% 0.17% 541 +1,722 3.03% Q4 2025 Mar 04, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 56,846 3,190 1.7% 1.71% 542 -3,013 -5.03% Q4 2025 Jan 06, 2026
Orca Investment Management, LLC History Reduced 58,151 3,184 2.51% 2.59% 543 -475 -0.81% Q4 2025 Jan 20, 2026
Prime Capital Investment Advisors, LLC History Reduced 58,046 3,179 0.04% 0.04% 544 -3,214 -5.25% Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 57,942 3,173 0.06% 0.06% 545 +3,459 6.35% Q4 2025 Feb 05, 2026
WP Advisors, LLC History Added to 57,930 3,172 0.79% 0.79% 546 +54 0.09% Q4 2025 Jan 28, 2026
Centennial Bank/AR/ History Added to 57,483 3,148 1.25% 0.81% 547 +19,147 49.95% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Added to 57,384 3,142 0.14% 0.08% 548 +28,645 99.67% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 57,324 3,139 0.14% 0.16% 549 -6,908 -10.75% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Added to 57,279 3,137 0.12% 0.11% 550 +5,988 11.67% Q4 2025 Feb 10, 2026
Constitution Capital LLC History Added to 57,221 3,133 1.48% 1.43% 551 +580 1.02% Q4 2025 Jan 09, 2026
Larson Financial Group LLC History Added to 57,068 3,125 0.1% 0.04% 552 +37,826 196.58% Q4 2025 Feb 06, 2026
Man Group plc History Reduced 56,831 3,112 0.01% 0.05% 553 -454,969 -88.9% Q4 2025 Feb 17, 2026
Counterweight Ventures, LLC History Added to 56,787 3,110 1.74% 1.76% 554 +765 1.37% Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 56,674 3,104 0.01% 0.01% 555 -931 -1.62% Q4 2025 Jan 30, 2026
GFS Advisors, LLC History Added to 56,656 3,103 0.37% 0.35% 556 +5,935 11.7% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 56,643 3,102 0.07% 0.07% 557 +1,835 3.35% Q4 2025 Jan 28, 2026
M3 Advisory Group, LLC History Added to 56,461 3,092 1.89% 1.87% 558 +727 1.3% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 56,298 3,083 0.17% 0.24% 559 -20,800 -26.98% Q4 2025 Jan 14, 2026
EARNED WEALTH ADVISORS, LLC History New 56,286 3,082 0.99% 560 +56,286 New Q4 2025 Jan 27, 2026
One Charles Private Wealth Services, LLC History Added to 56,168 3,076 0.8% 0.79% 561 +426 0.76% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Reduced 56,047 3,069 0.0% 0.0% 562 -4,955 -8.12% Q4 2025 Feb 11, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 55,996 3,066 0.64% 0.91% 563 -22,270 -28.45% Q4 2025 Jan 21, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 55,220 3,024 0.71% 0.67% 564 +2,202 4.15% Q4 2025 Jan 15, 2026
Appalachian Capital Management Ltd History New 55,022 3,013 2.41% 565 +55,022 New Q4 2025 Feb 17, 2026
Modus Advisors, LLC History Added to 54,887 3,006 0.79% 0.3% 566 +34,443 168.47% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 54,865 3,004 0.1% 0.11% 567 -16,055 -22.64% Q4 2025 Jan 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 54,306 2,974 0.04% 0.04% 568 -65 -0.12% Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Added to 54,209 2,969 0.04% 0.04% 569 +1,311 2.48% Q4 2025 Feb 05, 2026
PFG Advisors History Reduced 54,083 2,962 0.14% 0.13% 570 -4,971 -8.42% Q4 2025 Jan 27, 2026
ASSOCIATED BANC-CORP History Reduced 54,000 2,957 0.08% 0.08% 571 -5,366 -9.04% Q4 2025 Feb 06, 2026
RPg Family Wealth Advisory, LLC History Reduced 53,961 2,955 0.65% 0.69% 572 -4,319 -7.41% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 53,833 2,948 0.02% 573 +53,833 New Q4 2025 Feb 18, 2026
CX Institutional History Reduced 53,279 2,918 0.09% 0.09% 574 -1,604 -2.92% Q4 2025 Feb 02, 2026
Capital Investment Counsel, LLC History Added to 52,980 2,901 0.4% 0.36% 575 +7,828 17.34% Q4 2025 Feb 02, 2026
Bay Rivers Group History Reduced 52,917 2,898 1.17% 1.27% 576 -3,030 -5.42% Q4 2025 Jan 07, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 52,790 2,890 0.77% 0.74% 577 +1,955 3.85% Q4 2025 Feb 09, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 51,643 2,880 2.3% 2.29% 578 -1,288 -2.43% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Reduced 52,552 2,878 0.32% 0.32% 579 -825 -1.55% Q4 2025 Jan 21, 2026
Everstar Asset Management, LLC History Reduced 51,942 2,844 1.52% 1.6% 580 -599 -1.14% Q4 2025 Feb 05, 2026
Risk Paradigm Group, LLC History New 51,897 2,842 2.74% 581 +51,897 New Q4 2025 Feb 17, 2026
Financial Freedom, LLC History Reduced 51,857 2,840 1.41% 1.71% 582 -11,900 -18.66% Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 51,726 2,833 0.18% 0.17% 583 -245 -0.47% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Reduced 51,634 2,828 0.93% 1.02% 584 -4,958 -8.76% Q4 2025 Jan 20, 2026
CALTON & ASSOCIATES, INC. History Added to 51,324 2,811 0.41% 0.4% 585 +1,474 2.96% Q4 2025 Feb 10, 2026
Ethos Financial Group, LLC History New 51,137 2,800 0.21% 586 +51,137 New Q4 2025 Jan 20, 2026
Moors & Cabot, Inc. History Reduced 51,061 2,796 0.12% 0.12% 587 -469 -0.91% Q4 2025 Feb 10, 2026
Fiduciary Group, LLC History Added to 50,966 2,791 0.23% 0.22% 588 +3,640 7.69% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Reduced 50,636 2,773 0.1% 0.19% 589 -2,872 -5.37% Q4 2025 Feb 04, 2026
SHUTTLEWORTH & Co History Added to 50,343 2,757 2.52% 2.42% 590 +829 1.67% Q4 2025 Feb 13, 2026
10Elms LLP History Added to 50,273 2,753 2.52% 2.25% 591 +3,810 8.2% Q4 2025 Feb 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 49,990 2,737 0.38% 0.38% 592 +893 1.82% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 49,911 2,733 0.02% 0.02% 593 +3,203 6.86% Q4 2025 Jan 26, 2026
Y.D. More Investments Ltd History Reduced 49,855 2,731 0.13% 0.16% 594 -1,220 -2.39% Q4 2025 Jan 21, 2026
OKABENA INVESTMENT SERVICES INC History Added to 49,653 2,719 0.52% 0.51% 595 +1,088 2.24% Q4 2025 Feb 13, 2026
Graetz Wealth LLC History New 49,467 2,709 2.47% 596 +49,467 New Q4 2025 Feb 12, 2026
Next Level Private LLC History Added to 49,358 2,703 0.71% 0.77% 597 +79 0.16% Q4 2025 Jan 07, 2026
Fairvoy Private Wealth, LLC History Added to 49,337 2,702 0.6% 0.59% 598 +1,414 2.95% Q4 2025 Jan 14, 2026
CWC Advisors, LLC. History Reduced 49,087 2,688 1.3% 1.3% 599 -211 -0.43% Q4 2025 Jan 26, 2026
Brown Financial Advisors History Added to 49,019 2,684 0.98% 0.96% 600 +548 1.13% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 48,728 2,668 0.18% 0.21% 601 -1,885 -3.72% Q4 2025 Feb 03, 2026
Dorsey Wright & Associates History Added to 48,530 2,658 0.57% 0.58% 602 +618 1.29% Q4 2025 Feb 20, 2026
BEACON FINANCIAL GROUP History New 48,428 2,652 0.26% 603 +48,428 New Q4 2025 Apr 01, 2026
High Note Wealth, LLC History Reduced 48,296 2,645 0.52% 0.53% 604 -717 -1.46% Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Added to 48,291 2,644 0.03% 0.03% 605 +5,358 12.48% Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Added to 48,090 2,633 0.14% 0.06% 606 +27,483 133.37% Q4 2025 Feb 04, 2026
Brick & Kyle, Associates History Added to 47,589 2,606 0.92% 0.95% 607 +52 0.11% Q4 2025 Feb 13, 2026
Thayer Partners, LLC / MA History New 47,529 2,603 1.27% 608 +47,529 New Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History Added to 47,343 2,593 0.57% 0.51% 609 +4,887 11.51% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 46,848 2,565 0.02% 0.02% 610 -3,975 -7.82% Q4 2025 Feb 13, 2026
CMG Global Holdings, LLC History Added to 47,099 2,541 1.13% 1.22% 611 +398 0.85% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History Reduced 46,102 2,525 0.21% 0.21% 612 -444 -0.95% Q4 2025 Feb 10, 2026
Henson-Edgewater Management, LLC History New 45,800 2,508 1.48% 613 +45,800 New Q4 2025 Mar 31, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 45,496 2,491 0.96% 0.95% 614 +679 1.52% Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 45,049 2,467 0.02% 5.52% 615 -11,355,091 -99.6% Q4 2025 Feb 03, 2026
Dynamic Wealth Strategies, LLC History Added to 45,037 2,466 1.47% 1.06% 616 +15,603 53.01% Q4 2025 Feb 04, 2026
Circle Wealth Management, LLC History Added to 44,925 2,460 0.04% 0.05% 617 +1,712 3.96% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 44,862 2,457 0.02% 618 +44,862 New Q4 2025 Jan 27, 2026
Brookstone Capital Management History Reduced 44,809 2,454 0.03% 0.03% 619 -6,149 -12.07% Q4 2025 Jan 15, 2026
Global View Capital Management LLC History Added to 44,783 2,452 0.46% 0.05% 620 +40,785 1020.14% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Added to 44,571 2,441 0.12% 0.11% 623 +3,706 9.07% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 44,533 2,441 0.09% 0.09% 621 +1,009 2.32% Q4 2025 Feb 04, 2026
Beaumont Financial Advisors, LLC History Reduced 44,586 2,441 0.16% 0.16% 622 -241 -0.54% Q4 2025 Jan 16, 2026
Perennial Investment Advisors, LLC History Added to 44,537 2,439 0.19% 0.19% 624 +875 2.0% Q4 2025 Feb 17, 2026
Rockingstone Advisors LLC History Added to 44,458 2,434 1.11% 1.15% 625 +1,315 3.05% Q4 2025 Jan 28, 2026
CFC Planning Co LLC History Reduced 44,255 2,423 1.84% 2.17% 626 -4,802 -9.79% Q4 2025 Jan 30, 2026
IFP Advisors, Inc History Reduced 44,141 2,417 0.05% 0.21% 627 -104,212 -70.25% Q4 2025 Feb 06, 2026
Boltwood Capital Management History Added to 44,106 2,415 0.63% 0.62% 628 +594 1.37% Q4 2025 Jan 02, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 43,761 2,396 0.12% 0.13% 629 -2,990 -6.4% Q4 2025 Feb 02, 2026
Compound Planning, Inc. History Added to 43,426 2,378 0.07% 0.05% 630 +15,309 54.45% Q4 2025 Feb 19, 2026
Providence First Trust Co History Added to 42,983 2,354 0.82% 0.18% 631 +33,499 353.22% Q4 2025 Feb 03, 2026
Modern Wealth Management, LLC History Added to 42,996 2,354 0.04% 0.02% 632 +23,107 116.18% Q4 2025 Feb 17, 2026
Fearless Solutions, LLC dba Best Invest History Added to 42,861 2,347 1.42% 1.31% 633 +4,813 12.65% Q4 2025 Jan 20, 2026
Y-Intercept (Hong Kong) Ltd History New 42,772 2,342 0.05% 634 +42,772 New Q4 2025 Feb 13, 2026
WEALTHGARDEN F.S. LLC History Added to 43,840 2,341 1.54% 1.43% 635 +5,899 15.55% Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 43,736 2,335 0.13% 0.3% 636 -60,724 -58.13% Q4 2025 Feb 04, 2026
Crews Bank & Trust History Reduced 42,427 2,323 0.33% 0.36% 637 -3,635 -7.89% Q4 2025 Jan 21, 2026
Redwood Financial Network Corp History Reduced 42,410 2,322 1.48% 1.55% 638 -2,917 -6.44% Q4 2025 Feb 10, 2026
WealthPLAN Partners, LLC History Added to 42,168 2,309 0.34% 0.34% 639 +479 1.15% Q4 2025 Feb 12, 2026
Jacobi Capital Management LLC History Reduced 42,078 2,304 0.13% 0.17% 640 -9,947 -19.12% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History Reduced 41,825 2,290 0.96% 1.11% 641 -6,724 -13.85% Q4 2025 Jan 29, 2026
Intrepid Financial Planning Group LLC History Reduced 41,434 2,269 0.86% 0.87% 642 -753 -1.78% Q4 2025 Feb 13, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 41,281 2,260 1.68% 1.92% 643 -3,595 -8.01% Q4 2025 Jan 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 41,067 2,249 0.67% 0.7% 644 -218 -0.53% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Added to 40,506 2,218 0.07% 0.07% 645 +2,358 6.18% Q4 2025 Jan 06, 2026
E&G Advisors, LP History Added to 40,462 2,216 0.5% 0.51% 646 +40 0.1% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History Added to 40,300 2,207 0.03% 0.02% 647 +9,752 31.92% Q4 2025 Jan 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 40,177 2,200 0.15% 0.15% 648 -628 -1.54% Q4 2025 Jan 28, 2026
Galaxy Group Investments LLC History New 40,000 2,190 0.26% 649 +40,000 New Q4 2025 Mar 23, 2026
Ciovacco Capital Management LLC History Reduced 39,891 2,184 1.09% 1.18% 650 -3,784 -8.66% Q4 2025 Feb 09, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 39,793 2,179 0.31% 0.28% 651 +3,720 10.31% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 39,745 2,177 0.0% 0.0% 652 -8,062 -16.86% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 39,743 2,176 0.04% 0.04% 653 +1,168 3.03% Q4 2025 Feb 11, 2026
Odyssey Capital Advisors, Inc. History New 39,680 2,173 1.93% 654 +39,680 New Q4 2025 Feb 05, 2026
Maridea Wealth Management LLC History Added to 39,654 2,171 0.33% 0.32% 655 +288 0.73% Q4 2025 Jan 08, 2026
PLIMOTH TRUST CO LLC History Reduced 39,312 2,153 0.48% 0.49% 656 -1,133 -2.8% Q4 2025 Jan 27, 2026
Vertex Investment Solutions Co., Ltd. History New 38,800 2,146 2.13% 657 +38,800 New Q4 2025 Feb 05, 2026
First Bancorp, Inc /ME/ History Reduced 38,839 2,127 1.13% 1.3% 658 -6,500 -14.34% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Reduced 38,710 2,126 0.09% 0.34% 659 -107,928 -73.6% Q4 2025 Feb 12, 2026
Crumly & Associates Inc. History Reduced 38,729 2,121 0.44% 0.47% 660 -1,543 -3.83% Q4 2025 Jan 14, 2026
Founders Financial Alliance, LLC History Added to 38,730 2,121 0.4% 0.39% 661 +446 1.16% Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 38,459 2,106 0.04% 0.05% 662 +764 2.03% Q4 2025 Feb 09, 2026
Fulcrum Equity Management History Added to 38,363 2,101 2.01% 1.96% 663 +2,342 6.5% Q4 2025 Jan 06, 2026
Accel Wealth Management History Reduced 38,289 2,097 0.57% 0.63% 664 -2,144 -5.3% Q4 2025 Jan 20, 2026
MTM Investment Management, LLC History Added to 38,238 2,094 0.67% 0.65% 665 +34 0.09% Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Added to 38,196 2,091 0.23% 0.23% 666 +252 0.66% Q4 2025 Feb 03, 2026
SIMPLEX TRADING, LLC History New 38,079 2,085 0.0% 667 +38,079 New Q4 2025 Feb 11, 2026
Windsor Capital Management, LLC History Reduced 38,075 2,085 0.58% 0.57% 668 -232 -0.61% Q4 2025 Jan 15, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 38,036 2,083 0.32% 0.36% 669 +500 1.33% Q4 2025 Jan 29, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 37,568 2,057 0.23% 0.15% 670 +13,320 54.93% Q4 2025 Jan 08, 2026
Beacon Bridge Wealth Partners, LLC History Added to 37,553 2,056 0.68% 0.57% 671 +7,786 26.16% Q4 2025 Jan 27, 2026
FLOYD FINANCIAL GROUP LLC History Added to 39,096 2,052 1.39% 1.39% 672 +3,327 9.3% Q4 2025 Feb 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 37,362 2,046 0.02% 0.01% 673 +3,214 9.41% Q4 2025 Feb 12, 2026
JBR Co Financial Management Inc History Added to 37,229 2,039 0.85% 0.81% 674 +1,458 4.08% Q4 2025 Jan 06, 2026
KFA Private Wealth Group, LLC History Reduced 36,378 1,992 0.48% 0.57% 675 -489 -1.33% Q4 2025 Jan 07, 2026
Baker Avenue Asset Management, LP History Reduced 36,283 1,987 0.05% 0.14% 676 -71,428 -66.31% Q4 2025 Feb 10, 2026
Hansen & Associates Financial Group, Inc. History Added to 37,044 1,983 1.08% 0.81% 677 +640 1.76% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Added to 36,099 1,977 0.24% 0.25% 678 +439 1.23% Q4 2025 Jan 22, 2026
IEQ CAPITAL, LLC History Reduced 35,798 1,960 0.01% 0.01% 679 -2,673 -6.95% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 35,665 1,953 0.09% 0.09% 680 -659 -1.81% Q4 2025 Feb 02, 2026
McGuire Investment Group, LLC History Reduced 35,664 1,953 0.21% 0.22% 681 -366 -1.02% Q4 2025 Jan 26, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 35,711 1,949 0.37% 0.21% 682 +8,214 29.87% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Reduced 35,521 1,945 0.21% 0.21% 683 -571 -1.58% Q4 2025 Feb 13, 2026
Bramshill Investments, LLC History Reduced 35,500 1,944 0.11% 0.2% 684 -20,000 -36.04% Q4 2025 Feb 17, 2026
Alexis Investment Partners, LLC History Added to 35,180 1,939 0.72% 0.16% 685 +1,232 3.63% Q4 2025 Jan 29, 2026
Transcendent Capital Group LLC History New 35,374 1,937 0.88% 686 +35,374 New Q4 2025 Jan 26, 2026
MONETARY MANAGEMENT GROUP INC History No change 35,225 1,929 0.45% 0.44% 687 0 0.0% Q4 2025 Feb 11, 2026
Advocate Investing Services LLC History New 35,186 1,927 1.73% 688 +35,186 New Q4 2025 Feb 12, 2026
PATTEN & PATTEN INC/TN History Added to 35,166 1,926 0.11% 0.11% 689 +1,035 3.03% Q4 2025 Feb 03, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 35,038 1,919 0.86% 0.69% 690 +8,485 31.95% Q4 2025 Jan 12, 2026
Intellectus Partners, LLC History Added to 34,793 1,905 0.37% 0.33% 691 +2,873 9.0% Q4 2025 Feb 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 34,664 1,898 0.38% 0.38% 692 -2,187 -5.93% Q4 2025 Jan 12, 2026
RCW Management, LLC History New 34,591 1,894 1.91% 693 +34,591 New Q4 2025 Jan 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 34,467 1,887 0.42% 0.44% 694 0 0.0% Q4 2025 Jan 12, 2026
Cladis Investment Advisory, LLC History Added to 34,447 1,886 1.03% 1.05% 695 +301 0.88% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 34,344 1,881 0.15% 0.09% 696 +13,729 66.6% Q4 2025 Feb 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 34,235 1,875 0.1% 0.11% 697 +1,890 5.84% Q4 2025 Jan 26, 2026
Jacobs Equity LLC History New 34,032 1,863 1.79% 698 +34,032 New Q4 2025 Feb 19, 2026
INGALLS & SNYDER LLC History Added to 33,698 1,846 0.07% 0.06% 699 +1,760 5.51% Q4 2025 Feb 13, 2026
Howard Capital Management Group, LLC History Reduced 33,658 1,843 0.12% 0.12% 700 -300 -0.88% Q4 2025 Jan 16, 2026
Curi Capital, LLC History Added to 33,589 1,839 0.03% 0.03% 701 +4,784 16.61% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 33,407 1,829 0.25% 0.25% 702 -200 -0.6% Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 33,217 1,819 0.07% 0.07% 703 -1,814 -5.18% Q4 2025 Jan 07, 2026
Essex Financial Services, Inc. History Reduced 33,129 1,814 0.1% 0.11% 704 -423 -1.26% Q4 2025 Feb 10, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 33,121 1,814 2.34% 2.38% 705 +220 0.67% Q4 2025 Jan 21, 2026
Encompass More Asset Management History Added to 33,100 1,812 0.33% 0.28% 707 +5,496 19.91% Q4 2025 Feb 03, 2026
Williams Jones Wealth Management, LLC. History Reduced 33,093 1,812 0.02% 0.02% 706 -250 -0.75% Q4 2025 Feb 13, 2026
ES4, LLC History New 33,063 1,810 1.25% 709 +33,063 New Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 33,059 1,810 0.2% 0.19% 708 +965 3.01% Q4 2025 Mar 03, 2026
Pinnacle Family Advisors, LLC History Added to 32,947 1,804 0.79% 0.49% 710 +12,070 57.81% Q4 2025 Feb 17, 2026
Next Capital Management LLC History Added to 32,904 1,802 0.58% 0.58% 711 +372 1.14% Q4 2025 Feb 11, 2026
Kingstone Capital Partners Texas, LLC History Added to 32,876 1,801 1.05% 1.02% 712 +103 0.31% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Reduced 32,873 1,800 0.04% 0.04% 713 -2,718 -7.64% Q4 2025 Jan 14, 2026
Ruggiero Investments, Inc. History New 32,659 1,788 1.61% 714 +32,659 New Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 32,177 1,762 0.39% 0.4% 715 +1,749 5.75% Q4 2025 Jan 09, 2026
Successful Portfolios LLC History Reduced 31,576 1,759 0.9% 1.0% 716 -131 -0.41% Q4 2025 Jan 23, 2026
Archer Investment Management, LLC History New 32,079 1,756 0.94% 718 +32,079 New Q4 2025 Jan 12, 2026
LJI Wealth Management, LLC History Reduced 32,065 1,756 0.27% 0.3% 717 -46 -0.14% Q4 2025 Feb 03, 2026
FIRST NATIONAL BANK OF OMAHA History New 31,769 1,753 0.05% 719 +31,769 New Q4 2025 Feb 13, 2026
Bank of Marin History Reduced 31,986 1,751 1.21% 1.24% 720 -604 -1.85% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 31,905 1,747 0.06% 0.07% 721 -149 -0.46% Q4 2025 Feb 06, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 31,824 1,743 1.28% 1.29% 722 -1,026 -3.12% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 31,790 1,741 0.03% 0.03% 723 -236 -0.74% Q4 2025 Feb 03, 2026
First National Bank of Hutchinson History Reduced 31,729 1,737 1.02% 2.05% 724 -40,135 -55.85% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 31,600 1,730 0.03% 0.04% 725 -12,055 -27.61% Q4 2025 Jan 22, 2026
McLaughlin Asset Management, Inc. History New 31,579 1,729 1.55% 726 +31,579 New Q4 2025 Feb 20, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 31,563 1,728 0.09% 0.09% 727 -681 -2.11% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 30,614 1,726 0.02% 0.02% 728 +3,258 11.91% Q4 2025 Jan 26, 2026
Journey Advisory Group, LLC History Reduced 31,468 1,723 0.14% 0.13% 729 -140 -0.44% Q4 2025 Jan 27, 2026
J. Safra Sarasin Holding AG History No change 31,166 1,719 0.03% 0.03% 730 0 0.0% Q4 2025 Jan 15, 2026
Blue Chip Partners, LLC History Added to 31,238 1,710 0.12% 0.12% 731 +2,236 7.71% Q4 2025 Feb 18, 2026
Gallacher Capital Management LLC History Added to 31,186 1,708 0.66% 0.18% 732 +22,865 274.79% Q4 2025 Feb 03, 2026
Tepp RIA, LLC History New 31,122 1,704 1.69% 733 +31,122 New Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 30,801 1,686 0.15% 0.2% 734 -10,330 -25.11% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 30,300 1,685 0.06% 0.06% 735 +240 0.8% Q4 2025 Jan 08, 2026
Phillips Wealth Planners LLC History Added to 31,502 1,684 1.35% 1.05% 736 +7,957 33.79% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History Reduced 30,693 1,681 0.02% 0.02% 737 -50 -0.16% Q4 2025 Feb 10, 2026
One Wealth Map LLC History Added to 31,078 1,679 0.85% 0.83% 738 +1,614 5.48% Q4 2025 Feb 04, 2026
IPG Investment Advisors LLC History Added to 30,520 1,671 0.29% 0.06% 739 +23,970 365.95% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Reduced 30,220 1,655 0.07% 0.08% 740 -1,486 -4.69% Q4 2025 Jan 27, 2026
SOL Capital Management CO History No change 30,150 1,651 0.15% 0.15% 741 0 0.0% Q4 2025 Jan 30, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 30,000 1,643 0.28% 742 +30,000 New Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 30,007 1,643 0.19% 0.19% 745 +9,731 47.99% Q4 2025 Feb 13, 2026
Centiva Capital, LP History Reduced 30,000 1,643 0.01% 0.02% 743 -700 -2.28% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History Added to 30,063 1,643 1.06% 1.05% 744 +308 1.04% Q4 2025 Feb 04, 2026
Mesirow Financial Investment Management, Inc. History Added to 29,851 1,634 0.03% 0.03% 746 +542 1.85% Q4 2025 Feb 05, 2026
FIRST NATIONAL TRUST CO History Added to 29,742 1,628 0.05% 0.04% 747 +8,706 41.39% Q4 2025 Feb 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 30,559 1,627 0.63% 0.7% 748 +409 1.36% Q4 2025 Feb 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 29,539 1,617 0.12% 0.12% 749 +1,000 3.5% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 29,485 1,614 0.02% 0.02% 750 -5,573 -15.9% Q4 2025 Feb 11, 2026
Global Financial Private Client, LLC History Reduced 29,432 1,612 0.57% 0.57% 751 -248 -0.84% Q4 2025 Jan 27, 2026
Ironwood Financial, llc History Reduced 29,050 1,606 0.27% 0.32% 752 -4,251 -12.77% Q4 2025 Jan 15, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,293 1,604 0.08% 0.08% 753 -40 -0.14% Q4 2025 Feb 11, 2026
Paladin Wealth, LLC History Added to 29,154 1,596 1.09% 0.92% 754 +5,544 23.48% Q4 2025 Jan 15, 2026
One Capital Management, LLC History Reduced 28,954 1,585 0.05% 0.05% 755 -2,749 -8.67% Q4 2025 Feb 10, 2026
Bellwether Advisors, LLC History Reduced 28,911 1,583 0.25% 3.99% 756 -419,027 -93.55% Q4 2025 Feb 09, 2026
Ring Mountain Capital, LLC History Reduced 29,071 1,583 0.81% 0.89% 757 -879 -2.93% Q4 2025 Jan 27, 2026
Ipsen Advisor Group LLC History Reduced 28,837 1,579 1.12% 1.12% 758 -47 -0.16% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History No change 28,717 1,572 0.57% 0.52% 759 0 0.0% Q4 2025 Feb 03, 2026
VCI Wealth Management LLC History Reduced 28,691 1,571 0.44% 0.99% 760 -32,147 -52.84% Q4 2025 Jan 27, 2026
APPLETON PARTNERS INC/MA History Added to 28,618 1,567 0.1% 0.1% 761 +1,335 4.89% Q4 2025 Jan 09, 2026
Legacy Private Trust Co. History Added to 28,596 1,566 0.09% 0.08% 762 +4,350 17.94% Q4 2025 Jan 08, 2026
MidWestOne Financial Group, Inc. History No change 28,588 1,565 0.17% 0.19% 763 0 0.0% Q4 2025 Feb 12, 2026
CANTOR FITZGERALD, L. P. History Added to 28,411 1,556 0.02% 0.01% 764 +13,931 96.21% Q4 2025 Feb 17, 2026
MMA ASSET MANAGEMENT LLC History Reduced 28,424 1,556 0.55% 0.51% 765 -84 -0.29% Q4 2025 Feb 03, 2026
Argent Trust Co History Reduced 28,364 1,553 0.05% 0.06% 766 -2,046 -6.73% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 28,106 1,539 0.06% 0.04% 767 +11,850 72.9% Q4 2025 Feb 09, 2026
Rothschild Capital Partners, LLC History Added to 27,991 1,533 0.36% 0.26% 768 +7,671 37.75% Q4 2025 Feb 17, 2026
Roberts Wealth Advisors, LLC History Reduced 27,944 1,530 0.4% 0.44% 769 -2,448 -8.05% Q4 2025 Jan 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 27,766 1,520 0.02% 0.09% 770 -87,640 -75.94% Q4 2025 Feb 10, 2026
Smith Salley Wealth Management History No change 27,655 1,514 0.07% 0.08% 771 0 0.0% Q4 2025 Jan 27, 2026
SeaCrest Wealth Management, LLC History Added to 27,208 1,513 0.15% 0.14% 772 +1,993 7.9% Q4 2025 Jan 12, 2026
Tradition Wealth Management, LLC History Added to 27,485 1,505 0.11% 0.11% 773 +759 2.84% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 27,355 1,498 0.0% 0.0% 774 +1,986 7.83% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Reduced 27,365 1,498 0.07% 0.08% 775 -1,106 -3.88% Q4 2025 Feb 11, 2026
Westbourne Investment Advisors, Inc. History Reduced 27,331 1,496 0.41% 0.44% 776 -1,785 -6.13% Q4 2025 Jan 23, 2026
City Center Advisors, LLC History Added to 27,263 1,493 1.37% 1.03% 777 +7,667 39.13% Q4 2025 Jan 05, 2026
Per Stirling Capital Management, LLC. History New 27,169 1,488 0.17% 778 +27,169 New Q4 2025 Feb 17, 2026
CERTUITY, LLC History Reduced 27,152 1,487 0.09% 0.11% 779 -2,638 -8.86% Q4 2025 Jan 30, 2026
DecisionMap Wealth Management, LLC History Added to 27,112 1,484 0.91% 0.87% 780 +1,950 7.75% Q4 2025 Jan 07, 2026
HAMILTON CAPITAL PARTNERS, LLC History New 27,086 1,483 0.49% 781 +27,086 New Q4 2025 Jan 27, 2026
Autumn Glory Partners, LLC History Added to 26,871 1,471 0.52% 0.47% 782 +5,491 25.68% Q4 2025 Jan 27, 2026
First Citizens Financial Corp History Added to 26,821 1,468 0.73% 0.62% 783 +3,620 15.6% Q4 2025 Jan 06, 2026
GWN SECURITIES INC. History Added to 26,741 1,464 0.3% 0.21% 784 +9,916 58.94% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 26,576 1,455 0.11% 0.07% 785 +10,857 69.07% Q4 2025 Feb 13, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 26,566 1,455 0.49% 0.48% 786 -250 -0.93% Q4 2025 Jan 22, 2026
Valmark Advisers, Inc. History Reduced 26,470 1,449 0.02% 0.02% 787 -1,612 -5.74% Q4 2025 Jan 26, 2026
Xcel Wealth Management, LLC History No change 26,438 1,448 0.37% 0.37% 788 0 0.0% Q4 2025 Jan 26, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 26,249 1,437 0.05% 0.05% 789 -232 -0.88% Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Added to 26,202 1,435 0.09% 0.09% 790 +154 0.59% Q4 2025 Jan 23, 2026
Certified Advisory Corp History Reduced 26,105 1,429 0.13% 0.14% 791 -982 -3.63% Q4 2025 Jan 12, 2026
MKT Advisors LLC History Reduced 25,446 1,428 0.49% 0.54% 792 -1,633 -6.03% Q4 2025 Jan 08, 2026
Beech Hill Advisors, Inc. History Added to 25,809 1,413 0.68% 0.57% 793 +3,125 13.78% Q4 2025 Jan 14, 2026
Capitol Family Office, Inc. History Added to 25,669 1,405 1.66% 1.56% 794 +1,766 7.39% Q4 2025 Jan 26, 2026
Boston Partners History No change 25,622 1,403 0.0% 0.0% 795 0 0.0% Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 25,592 1,401 1.01% 796 +25,592 New Q4 2025 Jan 15, 2026
SP Asset Management LLC History Reduced 25,505 1,396 0.11% 0.11% 797 -1,032 -3.89% Q4 2025 Jan 28, 2026
MAIRS & POWER INC History New 25,310 1,386 0.01% 798 +25,310 New Q4 2025 Feb 17, 2026
Cordoba Advisory Partners LLC History New 25,256 1,383 0.34% 799 +25,256 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 25,242 1,382 0.16% 0.16% 800 +2 0.01% Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 25,157 1,377 0.22% 0.25% 801 +135 0.54% Q4 2025 Jan 26, 2026
TritonPoint Partners, LLC History New 25,123 1,375 0.73% 802 +25,123 New Q4 2025 Feb 13, 2026
Breakwater Capital Group History Reduced 25,069 1,373 0.19% 0.2% 803 -291 -1.15% Q4 2025 Jan 09, 2026
Stonebrook Private Inc. History Added to 24,910 1,364 0.29% 0.26% 804 +2,145 9.42% Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History Reduced 24,811 1,358 0.03% 0.03% 805 -1,136 -4.38% Q4 2025 Feb 12, 2026
TSFG, LLC History Reduced 24,723 1,354 0.2% 0.21% 806 -61 -0.25% Q4 2025 Feb 04, 2026
Glenview Trust Co History Added to 24,604 1,347 0.02% 0.02% 807 +306 1.26% Q4 2025 Feb 09, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 24,556 1,344 0.1% 0.09% 808 +1,772 7.78% Q4 2025 Feb 12, 2026
Mattson Financial Services, LLC History Reduced 24,470 1,340 0.31% 0.34% 809 -1,709 -6.53% Q4 2025 Feb 12, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 24,361 1,334 0.46% 0.47% 810 -2,160 -8.14% Q4 2025 Jan 12, 2026
PFS Partners, LLC History Added to 24,297 1,330 0.61% 0.62% 811 +46 0.19% Q4 2025 Jan 16, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 24,257 1,329 0.24% 0.23% 812 -424 -1.72% Q4 2025 Jan 14, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 24,206 1,325 0.44% 0.44% 813 -7 -0.03% Q4 2025 Jan 27, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 24,095 1,319 0.12% 0.12% 814 0 0.0% Q4 2025 Feb 06, 2026
CAPE ANN SAVINGS BANK History No change 24,033 1,316 0.68% 0.69% 815 0 0.0% Q4 2025 Jan 28, 2026
Ranch Capital Advisors Inc. History Added to 23,972 1,312 0.48% 0.49% 816 +311 1.31% Q4 2025 Feb 05, 2026
C2C Wealth Management, LLC History Reduced 23,888 1,308 1.1% 1.11% 817 -219 -0.91% Q4 2025 Jan 21, 2026
Soltis Investment Advisors LLC History Reduced 23,844 1,305 0.09% 0.1% 818 -2,183 -8.39% Q4 2025 Apr 02, 2026
Navis Wealth Advisors, LLC History Added to 23,826 1,304 0.55% 0.58% 819 +9,304 64.07% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 23,791 1,303 0.08% 0.08% 820 +736 3.19% Q4 2025 Feb 13, 2026
PETERSON WEALTH MANAGEMENT History Reduced 23,746 1,300 0.97% 3.08% 821 -58,743 -71.21% Q4 2025 Feb 04, 2026
CHILTON INVESTMENT CO INC. History No change 23,717 1,298 0.03% 0.03% 822 0 0.0% Q4 2025 Feb 17, 2026
PSI Advisors, LLC History Reduced 23,698 1,297 0.33% 0.38% 823 -3,797 -13.81% Q4 2025 Feb 09, 2026
Dockside LLC History New 23,642 1,294 0.33% 825 +23,642 New Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 23,639 1,294 0.03% 0.01% 824 +17,710 298.7% Q4 2025 Feb 11, 2026
Audent Global Asset Management, LLC History Reduced 23,619 1,293 0.82% 0.96% 826 -872 -3.56% Q4 2025 Mar 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 23,538 1,289 0.4% 0.39% 827 +883 3.9% Q4 2025 Feb 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 23,532 1,288 0.0% 0.0% 828 -2,228 -8.65% Q4 2025 Feb 13, 2026
Eagle Capital Management, LLC History Added to 23,406 1,282 0.47% 0.47% 829 +324 1.4% Q4 2025 Jan 12, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Added to 23,400 1,281 0.19% 0.66% 830 +11,200 91.8% Q4 2025 Feb 11, 2026
LANDAAS & CO /WI /ADV History No change 23,335 1,278 0.28% 0.29% 831 0 0.0% Q4 2025 Jan 21, 2026
Signature Equity Partners, LLC History New 23,311 1,276 0.71% 832 +23,311 New Q4 2025 Feb 17, 2026
OAK FAMILY ADVISORS, LLC History Reduced 23,222 1,271 0.35% 0.84% 833 -39,324 -62.87% Q4 2025 Feb 03, 2026
Gateway Wealth Partners, LLC History Reduced 23,046 1,262 0.14% 0.17% 834 -357 -1.53% Q4 2025 Feb 11, 2026
Nova Wealth Management, Inc. History Added to 22,936 1,256 0.86% 0.81% 835 +1,663 7.82% Q4 2025 Jan 14, 2026
ARROW FINANCIAL CORP History No change 22,832 1,250 0.12% 0.13% 836 0 0.0% Q4 2025 Feb 05, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 22,754 1,249 1.18% 0.89% 837 +120 0.53% Q4 2025 Jan 13, 2026
Financial & Tax Architects, LLC History Added to 22,761 1,246 0.28% 0.26% 838 +585 2.64% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Added to 22,743 1,245 0.07% 0.07% 839 +23 0.1% Q4 2025 Jan 29, 2026
Koshinski Asset Management, Inc. History Added to 22,674 1,241 0.08% 0.07% 840 +2,003 9.69% Q4 2025 Feb 03, 2026
Legacy Capital Group California, Inc. History Added to 22,653 1,240 0.3% 0.29% 841 +1,168 5.44% Q4 2025 Jan 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 22,634 1,239 0.34% 0.37% 842 +249 1.11% Q4 2025 Feb 10, 2026
71 West Capital Partners History New 22,488 1,231 0.06% 843 +22,488 New Q4 2025 Feb 17, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 22,434 1,228 0.48% 0.48% 844 -98 -0.43% Q4 2025 Jan 30, 2026
Asset One Wealth Management LLC History New 22,667 1,224 0.17% 846 +22,667 New Q4 2025 Feb 17, 2026
Allie Family Office LLC History Reduced 22,348 1,224 0.57% 0.57% 845 -140 -0.62% Q4 2025 Feb 13, 2026
Value Investment Professionals, LLC History New 22,298 1,221 1.28% 848 +22,298 New Q4 2025 Feb 11, 2026
Inspire Advisors, LLC History Reduced 22,311 1,221 0.11% 0.11% 847 -3 -0.01% Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Reduced 22,270 1,219 0.08% 0.09% 849 -946 -4.07% Q4 2025 Feb 13, 2026
Prairiewood Capital, LLC History Reduced 22,214 1,216 0.38% 0.45% 850 -3,265 -12.81% Q4 2025 Jan 26, 2026
Tempo Wealth, LLC History New 22,161 1,213 0.22% 851 +22,161 New Q4 2025 Feb 25, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 21,929 1,201 0.5% 0.51% 852 -174 -0.79% Q4 2025 Feb 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 21,823 1,195 0.02% 0.01% 853 +14,474 196.95% Q4 2025 Feb 09, 2026
Curat Global, LLC History No change 21,628 1,184 1.32% 1.09% 854 0 0.0% Q4 2025 Feb 06, 2026
SENTINEL TRUST CO LBA History Reduced 21,606 1,183 0.12% 0.13% 855 -2,456 -10.21% Q4 2025 Jan 29, 2026
NORTHLAND SECURITIES, INC. History New 21,528 1,179 1.13% 856 +21,528 New Q4 2025 Jan 23, 2026
WORLD EQUITY GROUP, INC. History Reduced 21,470 1,175 0.33% 0.38% 857 -9,473 -30.61% Q4 2025 Jan 12, 2026
NBC SECURITIES, INC. History Added to 21,418 1,173 0.09% 0.08% 858 +3,015 16.38% Q4 2025 Jan 29, 2026
American Financial Advisors, LLC History Added to 21,148 1,158 0.15% 0.15% 859 +176 0.84% Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History New 21,027 1,151 0.0% 860 +21,027 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 20,989 1,149 0.03% 861 +20,989 New Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Reduced 20,873 1,143 0.37% 0.4% 862 -517 -2.42% Q4 2025 Feb 11, 2026
TRUST CO OF OKLAHOMA History Added to 20,860 1,142 0.33% 0.27% 863 +4,155 24.87% Q4 2025 Jan 14, 2026
Clarity Wealth Advisors, LLC History Reduced 20,846 1,141 0.23% 0.28% 864 -3,025 -12.67% Q4 2025 Jan 23, 2026
Golden State Equity Partners History Added to 20,773 1,137 0.18% 0.06% 865 +14,676 240.71% Q4 2025 Jan 29, 2026
M.E. ALLISON & CO., INC. History Added to 20,633 1,130 0.77% 0.75% 866 +578 2.88% Q4 2025 Jan 12, 2026
Strategic Blueprint, LLC History Reduced 20,591 1,127 0.07% 0.05% 867 -1,201 -5.51% Q4 2025 Jan 30, 2026
VestGen Advisors, LLC History Reduced 20,439 1,119 0.05% 0.06% 870 -15,253 -42.74% Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Added to 20,439 1,119 0.05% 0.06% 868 +1,154 5.98% Q4 2025 Jan 12, 2026
VISIONARY HORIZONS, LLC History Reduced 20,446 1,119 0.58% 0.61% 869 -18 -0.09% Q4 2025 Jan 23, 2026
FIRST MANHATTAN CO. LLC. History Reduced 20,306 1,112 0.0% 0.0% 871 -10,289 -33.63% Q4 2025 Feb 17, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 20,286 1,111 0.09% 0.1% 872 -619 -2.96% Q4 2025 Feb 17, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 20,245 1,108 0.19% 0.18% 873 +641 3.27% Q4 2025 Feb 17, 2026
BANK OF STOCKTON History Reduced 20,201 1,106 0.32% 0.46% 874 -9,664 -32.36% Q4 2025 Jan 21, 2026
Ignite Planners, LLC History Added to 20,665 1,104 0.17% 0.14% 876 +4,389 26.97% Q4 2025 Feb 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 20,161 1,104 0.04% 0.03% 875 +3,744 22.81% Q4 2025 Jan 14, 2026
Intelligence Driven Advisers, LLC History Added to 20,115 1,101 0.16% 0.15% 877 +150 0.75% Q4 2025 Jan 23, 2026
Granite FO LLC History Reduced 20,070 1,099 0.59% 0.76% 879 -5,850 -22.57% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 20,072 1,099 0.01% 0.01% 878 -152 -0.75% Q4 2025 Feb 10, 2026
WOLFF WIESE MAGANA LLC History Reduced 20,061 1,098 0.6% 0.63% 880 -491 -2.39% Q4 2025 Jan 14, 2026
Csenge Advisory Group History Added to 20,042 1,097 0.05% 0.05% 881 +836 4.35% Q4 2025 Feb 06, 2026
RoundAngle Advisors LLC History Reduced 19,997 1,095 0.8% 0.84% 882 -192 -0.95% Q4 2025 Jan 12, 2026
Greystone Financial Group, LLC History Added to 19,987 1,094 0.17% 0.15% 883 +1,435 7.74% Q4 2025 Jan 27, 2026
Financial Engines Advisors L.L.C. History Reduced 19,926 1,091 0.0% 0.0% 885 -2,717 -12.0% Q4 2025 Feb 12, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 19,932 1,091 0.68% 0.91% 886 -1,628 -7.55% Q4 2025 Jan 14, 2026
DAVIS R M INC History Added to 19,927 1,091 0.02% 0.02% 884 +525 2.71% Q4 2025 Feb 12, 2026
Lynx Investment Advisory History Reduced 19,887 1,089 0.59% 0.67% 887 -1,067 -5.09% Q4 2025 Feb 05, 2026
Pitcairn Wealth Advisors LLC History New 19,839 1,086 0.1% 888 +19,839 New Q4 2025 Feb 13, 2026
Wealthstar Advisors, LLC History Reduced 19,682 1,077 0.47% 0.44% 889 -1,273 -6.07% Q4 2025 Jan 30, 2026
Occidental Asset Management, LLC History Added to 19,677 1,077 0.13% 0.13% 890 +507 2.64% Q4 2025 Jan 08, 2026
APS Management Group, Inc. History Added to 19,633 1,075 0.92% 0.94% 891 +10 0.05% Q4 2025 Jan 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 19,574 1,072 0.08% 0.08% 892 +976 5.25% Q4 2025 Feb 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 19,548 1,070 0.0% 0.0% 893 +13,657 231.83% Q4 2025 Feb 05, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 19,532 1,069 0.23% 0.18% 894 -635 -3.15% Q4 2025 Feb 17, 2026
Peoples Bank/KS History Reduced 19,322 1,058 1.06% 1.07% 895 -755 -3.76% Q4 2025 Jan 08, 2026
Galvin, Gaustad & Stein, LLC History Reduced 19,173 1,050 0.08% 0.09% 896 -2,291 -10.67% Q4 2025 Jan 23, 2026
Coastline Trust Co History Added to 19,143 1,048 0.1% 0.09% 897 +2,960 18.29% Q4 2025 Jan 05, 2026
HBK Sorce Advisory LLC History Added to 19,321 1,048 0.02% 0.03% 898 +86 0.45% Q4 2025 Feb 09, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Reduced 19,098 1,046 0.61% 0.7% 899 -2,446 -11.35% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Reduced 19,093 1,045 0.06% 0.07% 900 -4,473 -18.98% Q4 2025 Jan 20, 2026
Ascent Group, LLC History Added to 19,051 1,043 0.04% 0.03% 901 +2,731 16.73% Q4 2025 Jan 20, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 19,048 1,043 0.48% 0.53% 902 -631 -3.21% Q4 2025 Feb 04, 2026
Claro Advisors Inc. History Reduced 18,997 1,040 0.14% 0.15% 903 -623 -3.18% Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Added to 18,706 1,024 0.02% 0.02% 904 +4,294 29.79% Q4 2025 Feb 04, 2026
Ballentine Partners, LLC History Added to 18,623 1,019 0.01% 0.01% 905 +5 0.03% Q4 2025 Feb 03, 2026
Lansing Street Advisors History Reduced 18,587 1,018 0.26% 0.3% 907 -2,360 -11.27% Q4 2025 Jan 26, 2026
GenTrust, LLC History Reduced 18,598 1,018 0.04% 0.05% 906 -834 -4.29% Q4 2025 Feb 02, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 18,478 1,012 0.02% 0.03% 908 -4,125 -18.25% Q4 2025 Jan 27, 2026
Trust Point Inc. History Added to 18,356 1,005 0.08% 0.08% 909 +182 1.0% Q4 2025 Jan 13, 2026
N.E.W. Advisory Services LLC History Reduced 18,323 1,003 0.07% 0.1% 910 -2,209 -10.76% Q4 2025 Jan 28, 2026
O'ROURKE & COMPANY, Inc History Added to 18,317 1,003 0.39% 0.4% 911 +749 4.26% Q4 2025 Jan 28, 2026
Allen Investment Management, LLC History No change 18,274 1,000 0.01% 0.01% 912 0 0.0% Q4 2025 Feb 10, 2026
RWA WEALTH PARTNERS, LLC History Added to 18,234 998 0.01% 0.01% 913 +1,478 8.82% Q4 2025 Feb 12, 2026
Astra Wealth Partners LLC History Added to 18,221 997 0.59% 0.61% 914 +1,195 7.02% Q4 2025 Feb 02, 2026
Manhattan West Asset Management, LLC History Added to 18,106 991 0.2% 0.13% 915 +6,837 60.67% Q4 2025 Feb 02, 2026
Investment Advisory Group, LLC History Reduced 18,106 991 0.25% 0.27% 916 -84 -0.46% Q4 2025 Jan 23, 2026
PURSUE WEALTH PARTNERS LLC History Reduced 18,073 990 0.48% 0.95% 917 -13,999 -43.65% Q4 2025 Jan 26, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 18,052 988 0.55% 0.6% 918 -11 -0.06% Q4 2025 Jan 16, 2026
Wellington Shields Capital Management, LLC History Reduced 18,022 987 0.14% 0.18% 920 -4,135 -18.66% Q4 2025 Feb 09, 2026
STRATEGY ASSET MANAGERS LLC History Added to 18,032 987 0.16% 0.17% 919 +221 1.24% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 18,135 986 0.08% 0.09% 921 -1,464 -7.47% Q4 2025 Jan 20, 2026
Destiny Wealth Partners, LLC History Reduced 18,422 983 0.11% 1.77% 922 -249,693 -93.13% Q4 2025 Feb 03, 2026
Wakefield Asset Management LLLP History New 17,943 982 0.27% 923 +17,943 New Q4 2025 Feb 05, 2026
Retirement Planning Group, LLC History Reduced 17,896 980 0.03% 0.03% 924 -355 -1.95% Q4 2025 Feb 03, 2026
SAPIENT CAPITAL LLC History Added to 17,746 979 0.01% 0.01% 925 +594 3.46% Q4 2025 Feb 05, 2026
Capital Investment Advisory Services, LLC History Added to 17,849 977 0.07% 0.08% 926 +61 0.34% Q4 2025 Jan 21, 2026
Guardian Asset Advisors, LLC History Reduced 17,795 974 0.51% 0.52% 927 -6 -0.03% Q4 2025 Jan 29, 2026
Atlas Private Wealth Advisors History Reduced 17,781 973 0.23% 0.3% 928 -4,976 -21.87% Q4 2025 Feb 05, 2026
Beacon Financial Advisory LLC History Added to 17,747 972 0.23% 0.22% 929 +200 1.14% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History Reduced 17,715 970 0.16% 0.16% 930 -161 -0.9% Q4 2025 Jan 20, 2026
EFG International AG History New 17,704 969 0.02% 931 +17,704 New Q4 2025 Feb 17, 2026
UNION SAVINGS BANK History New 17,636 965 0.42% 932 +17,636 New Q4 2025 Mar 06, 2026
FineMark National Bank & Trust History Reduced 17,591 963 0.03% 0.04% 933 -2,856 -13.97% Q4 2025 Feb 12, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 17,583 963 1.01% 0.95% 935 -218 -1.22% Q4 2025 Jan 20, 2026
Waldron Private Wealth LLC History No change 17,595 963 0.04% 0.04% 934 0 0.0% Q4 2025 Jan 14, 2026
RMR Wealth Builders History Reduced 17,575 962 0.08% 0.12% 936 -7,973 -31.21% Q4 2025 Jan 29, 2026
RIVERSEDGE ADVISORS, LLC History No change 17,398 952 0.15% 0.16% 937 0 0.0% Q4 2025 Jan 07, 2026
MRWM Advisors, LLC History No change 17,370 951 0.51% 0.53% 938 0 0.0% Q4 2025 Jan 26, 2026
Rollins Financial Advisors, LLC History Reduced 17,308 947 0.14% 0.15% 939 -1,187 -6.42% Q4 2025 Feb 04, 2026
LRI Investments, LLC History Reduced 17,300 947 0.08% 0.08% 940 -159 -0.91% Q4 2025 Feb 04, 2026
Bell Bank History Reduced 17,288 946 0.04% 0.04% 941 -930 -5.1% Q4 2025 Jan 14, 2026
Wilson & Boucher Capital Management, LLC History Added to 17,225 943 0.62% 0.58% 943 +750 4.55% Q4 2025 Feb 05, 2026
IBEX WEALTH ADVISORS History Added to 17,231 943 0.09% 0.09% 942 +36 0.21% Q4 2025 Feb 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 17,198 941 0.2% 0.2% 944 +50 0.29% Q4 2025 Jan 26, 2026
Powell Investment Advisors, LLC History Reduced 17,164 940 0.32% 0.34% 945 -974 -5.37% Q4 2025 Feb 09, 2026
Cloud Capital Management, LLC History Added to 17,150 939 0.44% 0.41% 947 +2,711 18.78% Q4 2025 Feb 12, 2026
Steele Capital Management, Inc. History No change 17,160 939 0.04% 0.04% 946 0 0.0% Q4 2025 Jan 27, 2026
Balboa Wealth Partners History Reduced 17,124 937 0.15% 0.16% 948 -388 -2.22% Q4 2025 Jan 16, 2026
Vivaldi Capital Management LP History Reduced 17,099 936 0.13% 0.14% 949 -1,716 -9.12% Q4 2025 Feb 13, 2026
INVESTMENT PARTNERS, LTD. History Added to 17,059 934 0.33% 0.32% 950 +167 0.99% Q4 2025 Feb 10, 2026
Kessler Investment Group, LLC History Added to 17,033 932 0.39% 0.39% 951 +100 0.59% Q4 2025 Feb 03, 2026
Heritage Wealth Advisors History No change 16,909 926 0.04% 0.04% 952 0 0.0% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History No change 16,915 926 0.02% 0.02% 953 0 0.0% Q4 2025 Feb 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 16,898 925 0.03% 0.03% 954 +619 3.8% Q4 2025 Jan 12, 2026
MITCHELL SINKLER & STARR/PA History No change 16,860 923 0.42% 0.41% 955 0 0.0% Q4 2025 Feb 11, 2026
WESBANCO BANK INC History Reduced 16,824 921 0.03% 0.04% 956 -8,780 -34.29% Q4 2025 Feb 03, 2026
KG&L Capital Management,LLC History Reduced 16,819 921 0.23% 0.25% 957 -247 -1.45% Q4 2025 Jan 23, 2026
Icon Wealth Advisors, LLC History Reduced 16,826 921 0.06% 0.06% 958 -204 -1.2% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 16,724 915 0.06% 0.06% 959 0 0.0% Q4 2025 Jan 21, 2026
REBALANCE, LLC History Added to 16,701 914 0.05% 0.05% 960 +57 0.34% Q4 2025 Jan 15, 2026
Thomasville National Bank History Reduced 16,684 913 0.06% 0.06% 961 -790 -4.52% Q4 2025 Jan 26, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 16,650 911 0.6% 0.62% 962 0 0.0% Q4 2025 Feb 09, 2026
MV CAPITAL MANAGEMENT, INC. History No change 16,587 908 0.09% 0.09% 963 0 0.0% Q4 2025 Feb 23, 2026
Elmwood Wealth Management, Inc. History New 16,507 904 0.29% 964 +16,507 New Q4 2025 Jan 08, 2026
V2 Financial group LLC History Added to 16,461 901 0.44% 0.49% 965 +200 1.23% Q4 2025 Jan 21, 2026
Empowered Funds, LLC History Added to 16,442 900 0.02% 0.01% 966 +2,540 18.27% Q4 2025 Feb 18, 2026
HEADINVEST, LLC History Reduced 16,399 898 0.18% 0.19% 967 -515 -3.04% Q4 2025 Feb 02, 2026
Columbus Macro, LLC History New 16,309 893 0.1% 968 +16,309 New Q4 2025 Jan 15, 2026
Grantvest Financial Group LLC History Reduced 16,306 893 0.57% 0.65% 969 -1,203 -6.87% Q4 2025 Feb 02, 2026
SMITH, MOORE & CO. History Added to 16,254 890 0.07% 0.07% 970 +247 1.54% Q4 2025 Jan 23, 2026
EPG Wealth Management LLC History Reduced 16,194 886 0.24% 0.25% 971 -340 -2.06% Q4 2025 Jan 28, 2026
CHICAGO TRUST Co NA History Reduced 16,156 884 0.14% 0.16% 972 -5,465 -25.28% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History Reduced 16,133 883 0.28% 0.47% 973 -9,717 -37.59% Q4 2025 Jan 28, 2026
STEVENS CAPITAL MANAGEMENT LP History Reduced 16,000 876 0.31% 0.51% 974 -55,476 -77.61% Q4 2025 Feb 03, 2026
Greenland Capital Management LP History New 16,000 876 0.09% 976 +16,000 New Q4 2025 Feb 17, 2026
Signature Wealth Management Partners, LLC History Added to 16,009 876 0.43% 0.45% 975 +42 0.26% Q4 2025 Feb 02, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 15,974 874 0.07% 0.22% 978 -30,087 -65.32% Q4 2025 Jan 28, 2026
Empower Advisory Group, LLC History Added to 15,958 874 0.0% 0.0% 977 +3,577 28.89% Q4 2025 Feb 12, 2026
Bluesphere Advisors LLC History Added to 15,936 872 0.39% 0.33% 979 +2,711 20.5% Q4 2025 Jan 21, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 16,074 871 0.04% 0.01% 980 +12,040 298.46% Q4 2025 Feb 03, 2026
Acorns Advisers, LLC History Added to 15,862 869 0.01% 0.01% 981 +2,092 15.19% Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History Added to 15,826 866 0.05% 0.04% 982 +3,729 30.83% Q4 2025 Jan 29, 2026
HOLDERNESS INVESTMENTS CO History Added to 15,814 866 0.18% 0.16% 983 +928 6.23% Q4 2025 Feb 10, 2026
Falcon Wealth Planning History Added to 15,816 866 0.07% 0.08% 984 +136 0.87% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 15,787 864 0.14% 0.13% 985 -62 -0.39% Q4 2025 Jan 09, 2026
Kaizen Financial Strategies History Added to 15,733 861 0.38% 0.34% 986 +1,187 8.16% Q4 2025 Jan 21, 2026
Luminist Capital LLC History Added to 15,660 857 1.06% 0.71% 987 +269 1.75% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History Reduced 15,602 854 0.43% 0.43% 988 -214 -1.35% Q4 2025 Jan 21, 2026
Mission Creek Capital Partners, Inc. History Added to 15,551 851 0.17% 0.16% 989 +267 1.75% Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History No change 15,509 849 0.03% 0.03% 990 0 0.0% Q4 2025 Jan 23, 2026
CAXTON ASSOCIATES LLP History Reduced 15,420 844 0.02% 0.04% 992 -13,348 -46.4% Q4 2025 Feb 13, 2026
LYNCH & ASSOCIATES/IN History Reduced 15,425 844 0.16% 0.16% 991 -350 -2.22% Q4 2025 Jan 07, 2026
Sherman Asset Management, Inc. History Added to 15,399 843 0.71% 0.71% 993 +23 0.15% Q4 2025 Feb 05, 2026
Anchor Investment Management, LLC History Reduced 15,354 840 0.07% 0.07% 995 -77 -0.5% Q4 2025 Feb 26, 2026
Investment Partners Asset Management, Inc. History Reduced 15,347 840 0.52% 0.55% 994 -70 -0.45% Q4 2025 Jan 15, 2026
Worth Financial Advisory Group, LLC History Reduced 15,334 839 0.41% 0.49% 997 -876 -5.4% Q4 2025 Jan 16, 2026
Private Wealth Asset Management, LLC History No change 15,320 839 0.09% 0.1% 996 0 0.0% Q4 2025 Feb 10, 2026
Kagan Cocozza Asset Management History Added to 15,272 836 0.59% 0.5% 998 +3,100 25.47% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 15,199 832 0.01% 0.01% 999 -4,631 -23.35% Q4 2025 Jan 16, 2026
Sherry Group, Inc. History New 14,968 825 0.86% 1000 +14,968 New Q4 2025 Feb 05, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 14,990 821 0.23% 0.47% 1001 -25,935 -63.37% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 14,922 817 0.04% 0.04% 1002 -199 -1.32% Q4 2025 Feb 02, 2026
Fjell Capital, LLC History Added to 14,879 814 0.62% 0.67% 1003 +724 5.11% Q4 2025 Jan 12, 2026
WEBSTER BANK, N. A. History Added to 14,859 813 0.08% 0.08% 1004 +49 0.33% Q4 2025 Jan 23, 2026
Cannon Capital Management, Inc. History New 14,745 807 0.71% 1005 +14,745 New Q4 2025 Jan 30, 2026
Richard Bernstein Advisors LLC History Reduced 14,733 806 0.02% 1.88% 1006 -1,211,356 -98.8% Q4 2025 Feb 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 14,674 803 0.01% 0.03% 1007 -10,580 -41.89% Q4 2025 Jan 07, 2026
Goelzer Investment Management, Inc. History Reduced 14,643 802 0.04% 0.04% 1008 -644 -4.21% Q4 2025 Jan 14, 2026
Core Wealth Partners LLC History Added to 14,641 801 0.36% 0.35% 1009 +394 2.77% Q4 2025 Feb 17, 2026
Tactive Advisors, LLC History Added to 14,575 798 0.23% 0.19% 1011 +2,325 18.98% Q4 2025 Jan 09, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 14,586 798 0.15% 0.14% 1010 +693 4.99% Q4 2025 Jan 28, 2026
Slow Capital, Inc. History No change 14,546 796 0.1% 0.09% 1012 0 0.0% Q4 2025 Jan 26, 2026
Empirical Asset Management, LLC History Reduced 19,721 793 0.22% 0.22% 1013 -317 -1.58% Q4 2025 Feb 06, 2026
Volterra Technologies LP History Reduced 14,410 789 0.08% 1.02% 1014 -206,772 -93.49% Q4 2025 Feb 13, 2026
Moment Partners, LLC History Added to 14,378 787 0.16% 0.13% 1015 +972 7.25% Q4 2025 Feb 10, 2026
Axecap Investments, LLC History Reduced 14,353 786 0.48% 0.51% 1016 -1,033 -6.71% Q4 2025 Jan 29, 2026
Prepared Retirement Institute LLC History Added to 14,345 785 0.4% 0.4% 1018 +269 1.91% Q4 2025 Jan 29, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 14,345 785 0.08% 0.08% 1017 0 0.0% Q4 2025 Feb 13, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 14,300 783 0.25% 0.25% 1019 0 0.0% Q4 2025 Feb 10, 2026
Viewpoint Capital Management LLC History No change 14,242 780 0.34% 0.34% 1020 0 0.0% Q4 2025 Feb 11, 2026
SouthState Bank Corp History Reduced 14,225 779 0.03% 0.04% 1021 -273 -1.88% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 14,217 778 0.0% 0.0% 1022 0 0.0% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 14,193 777 0.02% 0.02% 1023 -483 -3.29% Q4 2025 Feb 18, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 14,170 776 0.02% 0.03% 1024 -2,570 -15.35% Q4 2025 Jan 30, 2026
SBI Securities Co., Ltd. History Reduced 14,171 776 0.02% 0.02% 1025 -486 -3.32% Q4 2025 Feb 03, 2026
Pines Wealth Management, LLC History Added to 14,182 776 0.25% 0.25% 1026 +293 2.11% Q4 2025 Feb 02, 2026
Compagnie Lombard Odier SCmA History No change 14,165 775 0.01% 0.01% 1027 0 0.0% Q4 2025 Jan 16, 2026
Ironsides Asset Advisors, LLC History Reduced 14,065 770 0.2% 0.22% 1028 -1,950 -12.18% Q4 2025 Feb 12, 2026
Copia Wealth Management History Reduced 14,031 768 0.55% 0.6% 1030 -862 -5.79% Q4 2025 Feb 06, 2026
GREENLEAF TRUST History Added to 14,023 768 0.01% 0.01% 1029 +150 1.08% Q4 2025 Jan 21, 2026
ADIRONDACK TRUST CO History Reduced 14,002 766 0.25% 0.27% 1031 -815 -5.5% Q4 2025 Jan 08, 2026
TD ASSET MANAGEMENT INC History Reduced 13,939 763 0.0% 0.0% 1032 -58 -0.41% Q4 2025 Feb 10, 2026
Cassady Wealth & Retirement Planning, LLC History New 13,870 759 0.49% 1034 +13,870 New Q4 2025 Apr 02, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 13,863 759 0.01% 0.01% 1033 +207 1.52% Q4 2025 Feb 10, 2026
True Vision MN LLC History Added to 13,833 757 0.38% 0.38% 1035 +188 1.38% Q4 2025 Jan 14, 2026
Quadcap Wealth Management, LLC History Reduced 13,782 754 0.09% 0.09% 1037 -734 -5.06% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 13,782 754 0.0% 0.0% 1036 +455 3.41% Q4 2025 Feb 17, 2026
Key Client Fiduciary Advisors, LLC History Added to 13,761 753 0.26% 0.24% 1038 +473 3.56% Q4 2025 Jan 28, 2026
MCF Advisors LLC History Added to 13,734 752 0.04% 0.04% 1039 +100 0.73% Q4 2025 Feb 11, 2026
Bulwark Capital Corp History No change 13,680 749 0.53% 0.57% 1040 0 0.0% Q4 2025 Jan 12, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 13,661 748 0.05% 0.05% 1041 +191 1.42% Q4 2025 Jan 14, 2026
Nolet Wealth Management, LLC History New 13,624 746 0.42% 1043 +13,624 New Q4 2025 Feb 27, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,636 746 0.03% 0.04% 1042 -6,298 -31.59% Q4 2025 Feb 02, 2026
OneAscent Family Office, LLC History Added to 13,587 744 0.5% 0.59% 1044 +43 0.32% Q4 2025 Feb 11, 2026
Essex Bank History New 13,581 743 0.16% 1045 +13,581 New Q4 2025 Feb 02, 2026
Americana Partners, LLC History Added to 13,530 741 0.02% 0.01% 1046 +4,370 47.71% Q4 2025 Feb 06, 2026
Wood Tarver Financial Group, LLC History Reduced 13,547 741 0.21% 0.22% 1047 -176 -1.28% Q4 2025 Feb 12, 2026
Voya Financial Advisors, Inc. History Reduced 13,372 739 0.07% 0.08% 1048 -1,149 -7.91% Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 13,460 737 0.04% 0.01% 1049 +10,506 355.65% Q4 2025 Feb 13, 2026
Milestone Investment Advisors LLC History Added to 13,388 733 0.18% 0.13% 1051 +3,888 40.93% Q4 2025 Feb 11, 2026
Sterneck Capital Management, LLC History Added to 13,401 733 0.33% 0.34% 1050 +1 0.01% Q4 2025 Jan 22, 2026
LongView Wealth Management History Added to 13,253 732 0.18% 0.15% 1052 +3,217 32.05% Q4 2025 Jan 13, 2026
Lunt Capital Management, Inc. History New 13,236 724 0.27% 1053 +13,236 New Q4 2025 Jan 23, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 13,192 722 0.1% 0.11% 1055 -1,116 -7.8% Q4 2025 Jan 23, 2026
Principle Wealth Partners LLC History Reduced 13,190 722 0.04% 0.04% 1054 -527 -3.84% Q4 2025 Feb 06, 2026
Morangie Management LLC History No change 13,181 721 0.57% 0.61% 1056 0 0.0% Q4 2025 Jan 16, 2026
Octavia Wealth Advisors, LLC History Reduced 13,160 720 0.07% 0.07% 1057 -729 -5.25% Q4 2025 Jan 23, 2026
Betterment LLC History Added to 13,120 719 0.0% 0.0% 1058 +3,334 34.07% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 13,126 718 0.04% 0.05% 1060 -783 -5.63% Q4 2025 Feb 11, 2026
Shulman DeMeo Asset Management LLC History Added to 13,113 718 0.16% 0.16% 1059 +568 4.53% Q4 2025 Jan 14, 2026
Diligent Investors, LLC History Reduced 13,107 717 0.18% 0.18% 1061 -6 -0.05% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History Added to 13,090 716 0.02% 0.01% 1062 +4,539 53.08% Q4 2025 Feb 11, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 13,082 716 0.11% 0.12% 1063 +5 0.04% Q4 2025 Feb 11, 2026
Caldwell Trust Co History Reduced 13,014 712 0.06% 0.07% 1065 -150 -1.14% Q4 2025 Jan 30, 2026
Comprehensive Financial Planning, Inc./PA History Added to 13,012 712 0.47% 0.48% 1064 +43 0.33% Q4 2025 Feb 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 12,997 711 0.12% 0.08% 1066 +3,699 39.78% Q4 2025 Jan 28, 2026
Prostatis Group LLC History Added to 12,989 711 0.17% 0.17% 1067 +347 2.74% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 12,987 711 0.04% 0.04% 1068 +38 0.29% Q4 2025 Jan 05, 2026
Hopwood Financial Services, Inc. History No change 12,978 710 0.5% 0.47% 1069 0 0.0% Q4 2025 Jan 16, 2026
Union Bancaire Privee, UBP SA History Reduced 12,858 707 0.01% 0.01% 1070 -5,070 -28.28% Q4 2025 Jan 05, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 12,869 704 0.2% 0.24% 1071 -1,446 -10.1% Q4 2025 Feb 11, 2026
Cumberland Partners Ltd History Added to 12,797 700 0.04% 0.04% 1072 +264 2.11% Q4 2025 Feb 06, 2026
Burford Brothers, Inc. History Added to 12,768 699 0.29% 0.29% 1073 +11 0.09% Q4 2025 Feb 05, 2026
Carnegie Lake Advisors LLC History Reduced 12,703 695 0.26% 0.27% 1074 -554 -4.18% Q4 2025 Feb 10, 2026
Charter Oak Capital Management, LLC History No change 12,688 694 0.05% 0.05% 1075 0 0.0% Q4 2025 Jan 23, 2026
Sherman Wealth Management LLC History New 12,661 693 0.6% 1077 +12,661 New Q4 2025 Jan 15, 2026
Bragg Financial Advisors, Inc History Reduced 12,654 693 0.02% 0.02% 1076 -115 -0.9% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History Added to 12,618 691 0.1% 0.09% 1078 +1,393 12.41% Q4 2025 Feb 04, 2026
Portfolio Resources Advisor Group, Inc. History New 12,604 690 0.69% 1079 +12,604 New Q4 2025 Feb 13, 2026
Meridian Wealth Advisors, LLC History No change 12,582 689 0.1% 0.1% 1080 0 0.0% Q4 2025 Feb 17, 2026
waypoint wealth counsel History No change 12,552 687 0.25% 0.27% 1081 0 0.0% Q4 2025 Jan 28, 2026
Symmetry Partners, LLC History Reduced 12,524 685 0.04% 0.23% 1083 -25,915 -67.42% Q4 2025 Jan 27, 2026
TruWealth Advisors, LLC History Added to 12,519 685 0.03% 0.03% 1084 +234 1.9% Q4 2025 Jan 07, 2026
Acropolis Investment Management, LLC History Reduced 12,520 685 0.03% 0.03% 1082 -222 -1.74% Q4 2025 Jan 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 12,478 683 0.07% 0.08% 1086 -975 -7.25% Q4 2025 Jan 28, 2026
Pure Financial Advisors, LLC History Added to 12,473 683 0.12% 0.01% 1085 +53 0.43% Q4 2025 Mar 04, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 12,406 679 0.19% 0.19% 1087 0 0.0% Q4 2025 Jan 26, 2026
Tempus Wealth Planning, LLC History Reduced 12,336 675 0.15% 0.16% 1088 -306 -2.42% Q4 2025 Jan 16, 2026
Resolute Wealth Strategies, LLC History New 12,316 674 0.3% 1090 +12,316 New Q4 2025 Feb 06, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 12,307 674 0.17% 0.16% 1089 +424 3.57% Q4 2025 Feb 09, 2026
Pettinga Financial Advisors LLC History Reduced 12,290 673 0.13% 0.13% 1091 -350 -2.77% Q4 2025 Feb 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 12,282 672 0.02% 0.02% 1092 -48 -0.39% Q4 2025 Feb 12, 2026
Choate Investment Advisors History Reduced 12,267 671 0.01% 0.02% 1093 -1,718 -12.28% Q4 2025 Feb 09, 2026
Vident Advisory, LLC History Added to 12,251 670 0.01% 0.01% 1094 +93 0.76% Q4 2025 Feb 18, 2026
Wealth Preservation Advisors, LLC History No change 12,206 668 0.34% 0.38% 1095 0 0.0% Q4 2025 Feb 23, 2026
Blueprint Investment Partners LLC History Reduced 12,195 667 0.07% 0.12% 1096 -3,455 -22.08% Q4 2025 Feb 17, 2026
Embree Financial Group History Added to 12,159 665 0.08% 0.08% 1098 +423 3.6% Q4 2025 Jan 14, 2026
Elgethun Capital Management History No change 12,154 665 0.11% 0.12% 1097 0 0.0% Q4 2025 Feb 10, 2026
COFG Advisors, LLC History New 12,140 664 0.16% 1099 +12,140 New Q4 2025 Feb 10, 2026
Wealthcare Capital Partners, LLC History Added to 12,032 658 0.31% 0.29% 1100 +163 1.37% Q4 2025 Jan 14, 2026
Old North State Trust, LLC History New 12,000 657 0.39% 1101 +12,000 New Q4 2025 Mar 24, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 12,008 657 0.36% 0.35% 1102 +605 5.31% Q4 2025 Feb 05, 2026
Hilltop National Bank History Added to 11,984 656 0.16% 0.16% 1103 +100 0.84% Q4 2025 Jan 07, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 11,950 654 0.16% 0.17% 1104 0 0.0% Q4 2025 Feb 12, 2026
Fortis Capital Advisors, LLC History Added to 11,929 653 0.1% 0.1% 1105 +577 5.08% Q4 2025 Jan 27, 2026
Cypress Wealth Services, LLC History New 11,892 651 0.09% 1106 +11,892 New Q4 2025 Jan 14, 2026
WealthBridge Capital Management, LLC History Reduced 11,879 650 0.15% 0.16% 1107 -1,109 -8.54% Q4 2025 Jan 21, 2026
Brightwater Advisory LLC History Reduced 11,876 650 0.44% 0.44% 1108 -17 -0.14% Q4 2025 Feb 12, 2026
High Point Wealth Management, LLC History New 11,817 647 0.61% 1109 +11,817 New Q4 2025 Jan 29, 2026
KLCM Advisors, Inc. History New 11,781 645 0.06% 1110 +11,781 New Q4 2025 Feb 04, 2026
Freedom Investment Management, Inc. History Reduced 11,743 643 0.19% 0.38% 1111 -15,122 -56.29% Q4 2025 Feb 06, 2026
Two West Capital Advisors LLC History Added to 11,754 643 0.37% 0.33% 1112 +1,389 13.4% Q4 2025 Jan 13, 2026
Carr Financial Group Corp History Reduced 11,708 641 0.17% 0.17% 1113 -92 -0.78% Q4 2025 Jan 09, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 11,809 640 0.46% 0.47% 1114 0 0.0% Q4 2025 Feb 10, 2026
Allen Capital Group, LLC History Reduced 11,651 638 0.06% 0.06% 1116 -454 -3.75% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Reduced 11,663 638 0.01% 0.01% 1115 -359 -2.99% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Added to 11,637 637 0.01% 0.01% 1117 +4,037 53.12% Q4 2025 Feb 13, 2026
Financial Life Planners History Reduced 11,620 636 0.46% 0.42% 1118 -37 -0.32% Q4 2025 Jan 29, 2026
SWMG, LLC History Reduced 11,717 635 0.18% 0.21% 1119 -1,742 -12.94% Q4 2025 Feb 10, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 11,477 628 0.07% 0.07% 1120 -356 -3.01% Q4 2025 Jan 29, 2026
Key FInancial Inc History Reduced 11,469 628 0.11% 0.12% 1121 -340 -2.88% Q4 2025 Feb 09, 2026
Total Wealth Planning & Management, Inc. History New 11,427 625 0.46% 1123 +11,427 New Q4 2025 Feb 11, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 11,382 625 0.37% 0.35% 1122 0 0.0% Q4 2025 Jan 06, 2026
CrossGen Wealth, LLC History New 11,404 624 0.55% 1125 +11,404 New Q4 2025 Feb 19, 2026
Connecticut Wealth Management, LLC History Added to 11,406 624 0.03% 0.02% 1124 +1,000 9.61% Q4 2025 Feb 12, 2026
Excelsior Advisor Network LLC History New 11,382 623 0.3% 1126 +11,382 New Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 11,720 621 0.02% 0.02% 1127 -98 -0.83% Q4 2025 Jan 28, 2026
Cornerstone Advisory, LLC History Added to 11,321 620 0.06% 0.06% 1128 +611 5.7% Q4 2025 Jan 28, 2026
Daybright Advisory Services, Inc. History New 11,286 618 0.16% 1129 +11,286 New Q4 2025 Feb 12, 2026
ELEVATUS WELATH MANAGEMENT History Added to 11,257 616 0.17% 0.17% 1131 +39 0.35% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,248 616 0.02% 0.02% 1130 0 0.0% Q4 2025 Feb 13, 2026
Clay Northam Wealth Management, LLC History Reduced 11,230 615 0.34% 0.35% 1132 -125 -1.1% Q4 2025 Feb 17, 2026
KKM Financial LLC History No change 11,213 614 0.11% 0.19% 1133 0 0.0% Q4 2025 Feb 18, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 11,207 613 0.16% 0.15% 1134 +1,686 17.71% Q4 2025 Feb 04, 2026
Legacy Wealth Asset Management, LLC History Reduced 11,196 613 0.15% 0.15% 1136 -200 -1.76% Q4 2025 Jan 12, 2026
Jackson Hole Capital Partners, LLC History Added to 11,208 613 0.1% 0.1% 1135 +1 0.01% Q4 2025 Jan 30, 2026
NOVEM GROUP History Added to 11,185 612 0.07% 0.06% 1137 +1,198 12.0% Q4 2025 Jan 27, 2026
AMERIFLEX GROUP, INC. History Reduced 11,157 611 0.32% 0.34% 1139 -5,610 -33.46% Q4 2025 Feb 18, 2026
Collaborative Wealth Managment Inc. History Reduced 11,162 611 0.22% 0.29% 1138 -2,363 -17.47% Q4 2025 Feb 09, 2026
LuminArx Capital Management LP History New 210,000 609 0.57% 1140 +210,000 New Q4 2025 Feb 17, 2026
COUNTRY TRUST BANK History Added to 11,113 608 0.01% 0.01% 1141 +279 2.58% Q4 2025 Jan 21, 2026
American State Bank (Iowa) History Added to 11,116 608 0.29% 0.3% 1142 +132 1.2% Q4 2025 Apr 14, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 11,082 606 0.05% 0.05% 1143 -564 -4.84% Q4 2025 Feb 06, 2026
Global Assets Advisory, LLC History Reduced 11,050 605 0.17% 0.18% 1144 -496 -4.3% Q4 2025 Feb 09, 2026
MGB Wealth Management, LLC History Added to 10,954 601 0.17% 0.17% 1145 +19 0.17% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Added to 10,969 600 0.13% 0.11% 1146 +1,744 18.91% Q4 2025 Jan 20, 2026
Aviance Capital Partners, LLC History Reduced 10,926 598 0.07% 0.07% 1147 -29 -0.26% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 10,584 596 0.01% 0.01% 1148 +1,211 12.92% Q4 2025 Jan 26, 2026
Modera Wealth Management, LLC History Reduced 10,869 595 0.01% 0.01% 1150 -833 -7.12% Q4 2025 Jan 21, 2026
Finward Bancorp History Added to 10,881 595 0.46% 0.43% 1149 +465 4.46% Q4 2025 Jan 21, 2026
BBR PARTNERS, LLC History Added to 10,833 593 0.03% 0.02% 1152 +5,936 121.22% Q4 2025 Feb 11, 2026
FIRST FOUNDATION ADVISORS History Reduced 10,832 593 0.02% 0.03% 1151 -2,929 -21.28% Q4 2025 Feb 04, 2026
RPG Investment Advisory, LLC History Added to 10,812 592 0.07% 0.07% 1153 +54 0.5% Q4 2025 Jan 20, 2026
GEM Asset Management, LLC History Added to 10,653 592 0.26% 0.27% 1154 +30 0.28% Q4 2025 Jan 09, 2026
JB Capital LLC History Added to 10,797 591 0.02% 0.02% 1155 +1,163 12.07% Q4 2025 Jan 20, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 10,780 590 0.07% 0.07% 1156 +17 0.16% Q4 2025 Jan 07, 2026
Kaydan Wealth Management, Inc. History Reduced 10,759 589 0.17% 0.18% 1157 -1,239 -10.33% Q4 2025 Jan 12, 2026
McAdam, LLC History Added to 10,738 588 0.03% 0.02% 1159 +3,604 50.52% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 10,744 588 0.02% 0.02% 1160 +1,232 12.95% Q4 2025 Jan 15, 2026
Avantax Planning Partners, Inc. History Reduced 10,738 588 0.02% 0.02% 1158 -1,231 -10.28% Q4 2025 Feb 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 10,620 581 0.03% 0.01% 1161 +8,657 441.01% Q4 2025 Feb 17, 2026
Disciplined Investors, L.L.C. History Reduced 10,566 578 0.38% 0.41% 1162 -17 -0.16% Q4 2025 Feb 10, 2026
Hexagon Capital Partners LLC History Reduced 10,535 577 0.11% 0.12% 1163 -396 -3.62% Q4 2025 Feb 06, 2026
Vantus Wealth LLC History New 10,518 576 0.42% 1164 +10,518 New Q4 2025 Feb 10, 2026
WAYSTONE ADVISORS LLC History New 10,436 571 0.49% 1166 +10,436 New Q4 2025 Feb 09, 2026
OneAscent Financial Services LLC History Added to 10,427 571 0.05% 0.04% 1165 +3,750 56.16% Q4 2025 Feb 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 10,411 570 0.01% 0.01% 1168 +393 3.92% Q4 2025 Jan 23, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 10,414 570 0.02% 0.02% 1167 -25 -0.24% Q4 2025 Jan 20, 2026
AlphaStar Capital Management, LLC History Reduced 10,392 569 0.04% 1.28% 1170 -265,210 -96.23% Q4 2025 Feb 02, 2026
L & S Advisors Inc History Reduced 10,391 569 0.05% 0.06% 1169 -800 -7.15% Q4 2025 Feb 05, 2026
OPINICUS CAPITAL, INC. History Added to 10,391 569 0.4% 0.37% 1171 +596 6.08% Q4 2025 Feb 04, 2026
BRAVE ASSET MANAGEMENT INC History No change 10,374 568 0.13% 0.14% 1172 0 0.0% Q4 2025 Jan 08, 2026
Richmond Investment Services, LLC History Reduced 10,363 567 0.1% 0.12% 1173 -1,830 -15.01% Q4 2025 Feb 12, 2026
Leo Wealth, LLC History Added to 10,341 566 0.04% 0.04% 1174 +4,290 70.9% Q4 2025 Jan 21, 2026
Eagle Wealth Advisors LLC History New 10,331 565 0.48% 1175 +10,331 New Q4 2025 Jan 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 10,286 563 0.04% 0.04% 1176 +433 4.39% Q4 2025 Feb 02, 2026
Wealth Advisory Solutions, LLC History Reduced 10,277 562 0.13% 0.14% 1177 -161 -1.54% Q4 2025 Jan 16, 2026
Lodestone Wealth Management LLC History Added to 10,278 562 0.23% 0.25% 1178 +25 0.24% Q4 2025 Jan 15, 2026
Optivise Advisory Services LLC History Reduced 10,244 561 0.32% 0.35% 1179 -725 -6.61% Q4 2025 Jan 12, 2026
Larry Mathis Financial Planning, LLC History New 10,199 558 0.49% 1181 +10,199 New Q4 2025 Mar 11, 2026
Seven Springs Wealth Group, LLC History Reduced 10,206 558 0.16% 0.13% 1180 -56 -0.55% Q4 2025 Feb 10, 2026
FLOW TRADERS U.S. LLC History Reduced 10,162 557 0.02% 0.16% 1183 -61,666 -85.85% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 12,331 557 0.01% 0.01% 1182 +2,807 29.47% Q4 2025 Feb 13, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 10,157 556 0.24% 0.23% 1184 -60 -0.59% Q4 2025 Jan 30, 2026
Coyle Financial Counsel LLC History Added to 10,160 556 0.12% 0.13% 1185 +9 0.09% Q4 2025 Feb 10, 2026
Meridian Financial Advisors, LLC History Added to 10,126 554 0.3% 0.3% 1186 +347 3.55% Q4 2025 Jan 23, 2026
tru Independence LLC History Reduced 10,082 552 0.14% 0.15% 1187 -960 -8.69% Q4 2025 Jan 22, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 10,075 551 0.3% 0.39% 1190 -2,765 -21.53% Q4 2025 Jan 22, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 10,062 551 0.09% 0.09% 1188 +797 8.6% Q4 2025 Jan 27, 2026
Bedel Financial Consulting, Inc. History Added to 10,077 551 0.06% 0.07% 1189 +67 0.67% Q4 2025 Jan 28, 2026
Select Asset Management & Trust History No change 10,035 550 0.17% 0.17% 1191 0 0.0% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,026 549 0.01% 0.01% 1192 -1,124 -10.08% Q4 2025 Feb 09, 2026
Cascade Financial Partners, LLC History No change 10,029 549 0.06% 0.06% 1193 0 0.0% Q4 2025 Feb 06, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 14,800 548 0.13% 0.11% 1194 +6,060 69.34% Q4 2025 Feb 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 10,000 547 0.05% 0.05% 1195 0 0.0% Q4 2025 Jan 30, 2026
Drexel Morgan & Co. History No change 10,000 547 0.09% 0.08% 1196 0 0.0% Q4 2025 Feb 12, 2026
Ameliora Wealth Management Ltd. History No change 10,000 547 0.17% 0.18% 1197 0 0.0% Q4 2025 Jan 21, 2026
Diversified Enterprises, LLC History No change 9,956 545 0.03% 0.04% 1198 0 0.0% Q4 2025 Jan 28, 2026
Talisman Wealth Advisors LLC History Reduced 9,918 544 0.42% 0.5% 1199 -1,277 -11.41% Q4 2025 Feb 20, 2026
Keystone Wealth Services, LLC History Added to 9,914 543 0.11% 0.08% 1202 +3,124 46.01% Q4 2025 Jan 26, 2026
Wealth Architects, LLC History Reduced 9,916 543 0.05% 0.05% 1200 -250 -2.46% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Reduced 9,928 543 0.01% 0.02% 1201 -250 -2.46% Q4 2025 Jan 20, 2026
Tyche Wealth Partners LLC History Added to 9,879 541 0.09% 0.07% 1203 +2,251 29.51% Q4 2025 Jan 23, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 9,851 539 0.03% 0.03% 1204 +697 7.61% Q4 2025 Jan 23, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 9,831 538 0.03% 0.03% 1205 -73 -0.74% Q4 2025 Feb 04, 2026
International Private Wealth Advisors LLC History Added to 9,815 537 0.34% 0.22% 1207 +3,247 49.44% Q4 2025 Jan 14, 2026
Mathes Company, Inc. History No change 9,800 537 0.19% 0.19% 1206 0 0.0% Q4 2025 Feb 09, 2026
Hyundai Investments Co., Ltd. History New 9,720 536 0.52% 1209 +9,720 New Q4 2025 Feb 17, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 9,792 536 0.06% 0.06% 1208 -625 -6.0% Q4 2025 Jan 26, 2026
Sound View Wealth Advisors Group, LLC History Reduced 9,762 534 0.04% 0.04% 1210 -200 -2.01% Q4 2025 Jan 08, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 9,702 531 0.13% 0.13% 1211 +510 5.55% Q4 2025 Feb 06, 2026
Kraft, Davis & Associates, LLC History Reduced 9,780 530 0.12% 0.17% 1212 -3,479 -26.24% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Reduced 9,617 526 0.01% 0.01% 1213 -113 -1.16% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 9,546 522 0.0% 0.0% 1214 -7 -0.07% Q4 2025 Feb 12, 2026
Tiller Private Wealth, Inc. History Added to 9,529 521 0.19% 0.18% 1215 +75 0.79% Q4 2025 Jan 14, 2026
Ark Wealth Advisors LLC History New 9,508 520 0.56% 1216 +9,508 New Q4 2025 Feb 18, 2026
Brown Miller Wealth Management, LLC History No change 9,458 518 0.14% 0.14% 1217 0 0.0% Q4 2025 Jan 23, 2026
Aurora Private Wealth, Inc. History New 9,473 517 0.34% 1218 +9,473 New Q4 2025 Feb 02, 2026
Eldridge Investment Advisors, Inc. History Added to 9,433 516 0.11% 0.12% 1219 +2 0.02% Q4 2025 Feb 11, 2026
MSH Capital Advisors LLC History Added to 9,409 515 0.11% 0.13% 1220 +638 7.27% Q4 2025 Feb 09, 2026
ARWA LLC History New 9,360 512 0.3% 1222 +9,360 New Q4 2025 Feb 27, 2026
GC Wealth Management RIA, LLC History Reduced 9,351 512 0.02% 0.02% 1221 -2,897 -23.65% Q4 2025 Jan 30, 2026
HM PAYSON & CO History Reduced 9,339 511 0.01% 0.01% 1223 -2,353 -20.12% Q4 2025 Feb 12, 2026
Main Street Financial Solutions, LLC History Added to 9,319 510 0.04% 0.03% 1224 +663 7.66% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Added to 9,301 509 0.02% 0.02% 1225 +748 8.75% Q4 2025 Feb 12, 2026
Royal Capital Wealth Management, LLC History Added to 9,297 509 0.3% 0.31% 1226 +2 0.02% Q4 2025 Feb 18, 2026
Purkiss Capital Advisors LLC History Reduced 9,281 508 0.24% 0.51% 1228 -10,391 -52.82% Q4 2025 Feb 04, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 9,286 508 0.42% 0.42% 1227 -273 -2.86% Q4 2025 Jan 23, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 9,266 507 0.01% 0.0% 1229 +3,728 67.32% Q4 2025 Feb 02, 2026
GM Advisory Group, LLC History Added to 9,230 505 0.02% 0.02% 1230 +1,031 12.57% Q4 2025 Feb 13, 2026
CAPITAL ADVISORS INC/OK History Added to 9,199 503 0.01% 0.01% 1231 +515 5.93% Q4 2025 Jan 15, 2026
Gratus Wealth Advisors, LLC History Reduced 9,177 502 0.07% 0.09% 1232 -3,214 -25.94% Q4 2025 Feb 04, 2026
Aries Wealth Management History No change 9,137 500 0.11% 0.12% 1233 0 0.0% Q4 2025 Jan 30, 2026
Ducere Wealth Management LLC History New 9,123 499 0.2% 1234 +9,123 New Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Added to 9,076 497 0.05% 0.04% 1235 +1,538 20.4% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History No change 9,042 495 0.06% 0.06% 1236 0 0.0% Q4 2025 Jan 13, 2026
ORG Partners LLC History Added to 9,037 494 0.09% 0.05% 1238 +4,397 94.76% Q4 2025 Jan 14, 2026
AMJ Financial Wealth Management History Reduced 9,033 494 0.12% 0.15% 1237 -2,960 -24.68% Q4 2025 Feb 05, 2026
Shared Vision Wealth Group LLC History New 9,246 493 0.2% 1239 +9,246 New Q4 2025 Feb 11, 2026
Nikulski Financial, Inc. History Added to 8,989 492 0.12% 0.1% 1240 +1,746 24.11% Q4 2025 Jan 15, 2026
BLB&B Advisors, LLC History New 8,977 491 0.02% 1241 +8,977 New Q4 2025 Jan 26, 2026
YHB Investment Advisors, Inc. History Reduced 8,935 489 0.03% 0.04% 1242 -1,526 -14.59% Q4 2025 Jan 16, 2026
AmeriServ Wealth Advisors History Reduced 8,928 488 0.28% 0.51% 1243 -9,912 -52.61% Q4 2025 Feb 10, 2026
VestGen Investment Management History Added to 8,881 486 0.27% 0.29% 1244 +9 0.1% Q4 2025 Feb 18, 2026
Solutions 4 Wealth, Ltd History Added to 8,845 484 0.73% 0.74% 1245 +23 0.26% Q4 2025 Feb 09, 2026
BURLING WEALTH PARTNERS, LLC History New 8,832 483 0.08% 1246 +8,832 New Q4 2025 Feb 06, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 8,809 482 0.03% 1247 +8,809 New Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 8,811 482 0.02% 0.03% 1248 +536 6.48% Q4 2025 Jan 07, 2026
Accurate Wealth Management, LLC History Reduced 8,658 482 0.06% 0.06% 1249 -463 -5.08% Q4 2025 Jan 14, 2026
FSM Wealth Advisors, LLC History Added to 8,788 481 0.07% 0.05% 1250 +1,839 26.46% Q4 2025 Jan 23, 2026
Brooklyn Investment Group History Added to 8,687 480 0.02% 0.05% 1251 +1,513 21.09% Q4 2025 Feb 12, 2026
A4 Wealth Advisors LLC History Reduced 8,730 478 0.41% 0.57% 1252 -3,810 -30.38% Q4 2025 Feb 13, 2026
Severin Investments, LLC History Reduced 8,710 477 0.42% 0.45% 1253 -640 -6.84% Q4 2025 Feb 09, 2026
HUB Investment Partners, LLC History Reduced 8,696 476 0.01% 0.02% 1255 -290 -3.23% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 8,697 476 0.03% 0.03% 1254 +117 1.36% Q4 2025 Feb 10, 2026
Coquina Private Wealth LLC History New 8,632 472 0.38% 1256 +8,632 New Q4 2025 Jan 29, 2026
Destiny Capital Corp/CO History No change 8,615 471 0.24% 0.25% 1257 0 0.0% Q4 2025 Jan 23, 2026
Ferguson Shapiro LLC History Reduced 8,599 470 0.14% 0.18% 1258 -1,560 -15.36% Q4 2025 Jan 26, 2026
Golden Reserve Retirement LLC History New 8,574 469 0.09% 1260 +8,574 New Q4 2025 Jan 29, 2026
Strategic Advisors LLC History Reduced 8,576 469 0.07% 0.08% 1259 -192 -2.19% Q4 2025 Feb 10, 2026
HCR Wealth Advisors History Added to 8,555 468 0.05% 0.05% 1262 +10 0.12% Q4 2025 Jan 27, 2026
JMG Financial Group, Ltd. History No change 8,554 468 0.01% 0.01% 1261 0 0.0% Q4 2025 Feb 10, 2026
Tannin Capital LLC History New 8,532 467 0.42% 1264 +8,532 New Q4 2025 Feb 17, 2026
All Terrain Financial Advisors, LLC History Reduced 8,527 467 0.11% 0.12% 1263 -83 -0.96% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History New 8,512 466 0.03% 1266 +8,512 New Q4 2025 Jan 29, 2026
BTG Pactual Asset Management US LLC History Added to 8,462 466 0.05% 0.02% 1265 +4 0.05% Q4 2025 Feb 17, 2026
ELCO Management Co., LLC History Reduced 8,505 465 0.29% 0.34% 1267 -3,600 -29.74% Q4 2025 Feb 04, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 8,437 462 0.32% 0.32% 1268 +16 0.19% Q4 2025 Feb 13, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 8,419 461 0.5% 0.53% 1269 0 0.0% Q4 2025 Jan 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,400 460 0.04% 0.03% 1271 +1,962 30.48% Q4 2025 Feb 12, 2026
Grandview Asset Management LLC History Added to 8,416 460 0.13% 0.11% 1270 +1,190 16.47% Q4 2025 Jan 26, 2026
Rise Advisors, LLC History Reduced 8,359 457 0.16% 2.23% 1272 -106,977 -92.75% Q4 2025 Feb 11, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 8,335 456 0.04% 0.04% 1273 0 0.0% Q4 2025 Jan 30, 2026
HMV Wealth Advisors, LLC History No change 8,311 455 0.23% 0.25% 1274 0 0.0% Q4 2025 Jan 20, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 8,298 454 0.14% 0.15% 1276 -578 -6.51% Q4 2025 Jan 29, 2026
Arlington Capital Management, Inc. History Added to 8,305 454 0.28% 0.28% 1275 +147 1.8% Q4 2025 Jan 06, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 8,283 453 0.07% 1278 +8,283 New Q4 2025 Feb 13, 2026
SMART Wealth LLC History Reduced 8,281 453 0.14% 0.2% 1279 -1,389 -14.36% Q4 2025 Jan 26, 2026
ROMANO BROTHERS AND COMPANY History Reduced 8,287 453 0.05% 0.05% 1277 -500 -5.69% Q4 2025 Jan 14, 2026
Lighthouse Financial LLC History No change 8,211 449 0.29% 0.29% 1280 0 0.0% Q4 2025 Feb 17, 2026
Hudson Portfolio Management LLC History No change 8,189 448 0.39% 0.39% 1281 0 0.0% Q4 2025 Feb 13, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 8,125 445 0.19% 0.16% 1283 +1,625 25.0% Q4 2025 Jan 12, 2026
Jaffetilchin Investment Partners, LLC History Added to 8,138 445 0.03% 0.02% 1282 +1,099 15.61% Q4 2025 Jan 15, 2026
Savvy Advisors, Inc. History Added to 8,077 442 0.01% 0.01% 1285 +4,029 99.53% Q4 2025 Jan 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 8,086 442 0.03% 0.03% 1284 +500 6.59% Q4 2025 Jan 23, 2026
Formidable Asset Management, LLC History Reduced 8,189 441 0.06% 0.07% 1286 -20 -0.24% Q4 2025 Jan 16, 2026
LifeSteps Financial, Inc. History No change 8,064 441 0.28% 0.28% 1287 0 0.0% Q4 2025 Jan 28, 2026
Winthrop Advisory Group LLC History Reduced 8,013 438 0.04% 0.04% 1288 -991 -11.01% Q4 2025 Jan 21, 2026
COWA, LLC History No change 8,000 438 0.13% 0.14% 1289 0 0.0% Q4 2025 Feb 12, 2026
Southland Equity Partners LLC History Reduced 7,993 437 0.09% 0.1% 1292 -1,056 -11.67% Q4 2025 Jan 14, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 7,986 437 0.01% 0.01% 1290 +548 7.37% Q4 2025 Jan 12, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 8,219 437 0.1% 0.11% 1291 +17 0.21% Q4 2025 Feb 04, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 7,952 435 0.15% 0.18% 1294 -1,635 -17.05% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 7,943 435 0.05% 0.05% 1293 0 0.0% Q4 2025 Feb 13, 2026
Fusion Capital, LLC History Reduced 7,934 434 0.12% 0.13% 1295 -483 -5.74% Q4 2025 Feb 04, 2026
SmartHarvest Portfolios, LLC History New 7,889 432 0.15% 1296 +7,889 New Q4 2025 Feb 12, 2026
Creegan & Nassoura Financial Group, LLC History Reduced 7,875 431 0.28% 0.3% 1297 -625 -7.35% Q4 2025 Feb 17, 2026
Vantage Financial Partners, LLC History Reduced 7,878 431 0.09% 0.09% 1298 -31 -0.39% Q4 2025 Feb 03, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 7,833 429 0.02% 0.28% 1299 -88,368 -91.86% Q4 2025 Jan 15, 2026
Herold Advisors, Inc. History Reduced 7,815 428 0.1% 0.1% 1300 -60 -0.76% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History Closed out 0 427 0.32% 0.34% 1305 -7,810 -100.0% Q3 2025 Feb 13, 2026
Crown Wealth Group, LLC History New 7,807 427 0.12% 1304 +7,807 New Q4 2025 Jan 28, 2026
Legacy Edge Advisors, LLC History New 7,797 427 0.05% 1306 +7,797 New Q4 2025 Feb 02, 2026
Private Capital Management, LLC History Reduced 7,810 427 0.04% 0.04% 1301 -213 -2.65% Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Added to 7,810 427 0.05% 0.05% 1303 +200 2.63% Q4 2025 Jan 20, 2026
Bouchey Financial Group Ltd History Reduced 7,806 427 0.03% 0.03% 1302 -37 -0.47% Q4 2025 Jan 16, 2026
Clark Asset Management, LLC History New 7,795 426 0.04% 1308 +7,795 New Q4 2025 Jan 27, 2026
D.B. Root & Company, LLC History Reduced 7,794 426 0.1% 0.16% 1307 -4,078 -34.35% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History Added to 7,774 425 0.01% 0.01% 1309 +38 0.49% Q4 2025 Feb 17, 2026
First Growth Capital LLC History New 8,053 424 0.38% 1312 +8,053 New Q4 2025 Feb 19, 2026
Premier Private Wealth Management LLC History New 7,857 424 0.44% 1311 +7,857 New Q4 2025 Feb 11, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 7,743 424 0.04% 0.04% 1310 +532 7.38% Q4 2025 Feb 17, 2026
Loudon Investment Management, LLC History No change 7,740 423 0.22% 0.22% 1313 0 0.0% Q4 2025 Feb 12, 2026
Spinnaker Investment Group, LLC History Added to 7,713 422 0.08% 0.06% 1315 +1,330 20.84% Q4 2025 Jan 12, 2026
Sageworth Trust Co History No change 7,720 422 0.02% 0.02% 1314 0 0.0% Q4 2025 Feb 03, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 7,687 421 0.02% 0.02% 1316 +170 2.26% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Reduced 7,688 421 0.06% 0.06% 1317 -115 -1.47% Q4 2025 Jan 27, 2026
Sunbelt Securities, Inc. History Added to 7,691 421 0.03% 0.03% 1318 +12 0.16% Q4 2025 Feb 20, 2026
Agate Pass Investment Management, LLC History Added to 7,682 420 0.16% 0.15% 1320 +450 6.22% Q4 2025 Jan 08, 2026
Arvest Bank Trust Division History No change 7,674 420 0.02% 0.02% 1319 0 0.0% Q4 2025 Feb 09, 2026
Sage Capital Advisors,llc History Added to 7,638 418 0.1% 0.1% 1321 +1 0.01% Q4 2025 Jan 06, 2026
Traynor Capital Management, Inc. History Reduced 7,617 417 0.02% 0.02% 1322 -73 -0.95% Q4 2025 Jan 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 7,601 416 0.01% 0.01% 1323 +669 9.65% Q4 2025 Jan 16, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 7,590 415 0.05% 0.06% 1324 -586 -7.17% Q4 2025 Feb 04, 2026
Riverview Capital Advisers, LLC History No change 7,587 415 0.13% 0.12% 1325 0 0.0% Q4 2025 Feb 17, 2026
Gradient Capital Advisors, LLC History Added to 7,562 414 0.11% 0.11% 1326 +1 0.01% Q4 2025 Feb 06, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History New 7,546 413 0.12% 1327 +7,546 New Q4 2025 Feb 10, 2026
Black Diamond Financial, LLC History Added to 7,507 411 0.04% 0.04% 1329 +319 4.44% Q4 2025 Feb 03, 2026
Harbor Asset Planning, Inc. History Added to 7,512 411 0.35% 0.36% 1330 +26 0.35% Q4 2025 Jan 26, 2026
Richardson Capital Management LLC History No change 7,509 411 0.21% 0.19% 1328 0 0.0% Q4 2025 Jan 30, 2026
Core Alternative Capital History Reduced 7,470 409 0.11% 0.19% 1331 -4,377 -36.95% Q4 2025 Feb 02, 2026
Waterway Wealth Management, LLC History Reduced 7,452 408 0.09% 0.1% 1332 -298 -3.85% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 7,435 407 0.01% 0.01% 1333 -2,105 -22.06% Q4 2025 Feb 03, 2026
CRUX WEALTH ADVISORS History Added to 7,436 407 0.15% 0.16% 1334 +25 0.34% Q4 2025 Jan 21, 2026
VESTOR CAPITAL, LLC History Reduced 1,759 406 0.03% 0.03% 1335 -7,499 -81.0% Q4 2025 Feb 11, 2026
Conservest Capital Advisors, Inc. History New 7,425 406 0.04% 1336 +7,425 New Q4 2025 Feb 12, 2026
Tranquilli Financial Advisor LLC History New 7,408 405 0.23% 1337 +7,408 New Q4 2025 Jan 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 7,403 405 0.06% 0.06% 1338 0 0.0% Q4 2025 Jan 12, 2026
Crewe Advisors LLC History Reduced 7,378 404 0.04% 0.04% 1339 -516 -6.54% Q4 2025 Jan 16, 2026
Wealthspire Retirement, LLC History Added to 7,376 404 0.02% 0.03% 1340 +9 0.12% Q4 2025 Feb 18, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 7,363 403 0.13% 0.13% 1341 -41 -0.55% Q4 2025 Jan 27, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 7,343 402 0.01% 0.01% 1342 -210 -2.78% Q4 2025 Jan 20, 2026
Entelevest, LLC History New 7,324 401 0.4% 1344 +7,324 New Q4 2025 Feb 11, 2026
Resurgent Financial Advisors LLC History Added to 7,334 401 0.2% 0.17% 1343 +923 14.4% Q4 2025 Feb 12, 2026
Resonant Capital Advisors, LLC History New 7,310 400 0.02% 1345 +7,310 New Q4 2025 Jan 29, 2026
Perennial Advisors, LLC History No change 7,298 399 0.07% 0.07% 1346 0 0.0% Q4 2025 Jan 12, 2026
LFA - Lugano Financial Advisors SA History No change 7,300 399 0.21% 0.21% 1347 0 0.0% Q4 2025 Jan 29, 2026
STAR Financial Bank History Reduced 7,277 398 0.2% 0.24% 1349 -333 -4.38% Q4 2025 Feb 13, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 7,282 398 0.01% 0.01% 1348 -234 -3.11% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 7,258 397 0.0% 0.0% 1350 +5 0.07% Q4 2025 Feb 17, 2026
Aspen Investment Management Inc History Added to 7,208 395 0.12% 0.15% 1351 +25 0.35% Q4 2025 Feb 06, 2026
RiverFront Investment Group, LLC History Added to 7,158 392 0.01% 0.0% 1352 +2,242 45.61% Q4 2025 Feb 05, 2026
Whalen Wealth Management Inc. History Added to 7,163 392 0.21% 0.21% 1353 +366 5.38% Q4 2025 Jan 20, 2026
First County Bank /CT/ History No change 7,146 391 0.2% 0.2% 1354 0 0.0% Q4 2025 Jan 14, 2026
Fiduciary Alliance LLC History Reduced 7,125 390 0.03% 0.03% 1357 -250 -3.39% Q4 2025 Jan 22, 2026
Bryn Mawr Trust Advisors, LLC History Added to 7,135 390 0.02% 0.02% 1356 +239 3.47% Q4 2025 Feb 04, 2026
CENTRAL BANK & TRUST CO History No change 7,135 390 0.06% 0.06% 1355 0 0.0% Q4 2025 Jan 09, 2026
Arkos Global Advisors History Reduced 7,107 389 0.05% 0.05% 1358 -65 -0.91% Q4 2025 Feb 13, 2026
NCP Inc. History Reduced 7,088 388 0.31% 0.33% 1359 -1,095 -13.38% Q4 2025 Feb 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 7,065 386 0.02% 0.01% 1360 +902 14.64% Q4 2025 Jan 16, 2026
Pinnacle Financial Group, LLC / IL History No change 7,064 386 0.11% 0.11% 1361 0 0.0% Q4 2025 Feb 05, 2026
PUREfi Wealth, LLC History Reduced 7,022 384 0.29% 0.29% 1362 -56 -0.79% Q4 2025 Jan 12, 2026
DUNCKER STREETT & CO INC History Added to 6,999 383 0.07% 0.07% 1363 +5 0.07% Q4 2025 Jan 27, 2026
Smith Thornton Advisors LLC History No change 7,008 383 0.19% 0.2% 1364 0 0.0% Q4 2025 Jan 14, 2026
Stelac Advisory Services LLC History New 6,975 382 0.14% 1365 +6,975 New Q4 2025 Feb 12, 2026
TigerOak Management, L.L.C. History Reduced 6,969 381 0.12% 0.12% 1368 -267 -3.69% Q4 2025 Jan 21, 2026
VISTA INVESTMENT MANAGEMENT History No change 6,958 381 0.13% 0.13% 1366 0 0.0% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 6,955 381 0.28% 0.29% 1367 0 0.0% Q4 2025 Jan 27, 2026
Atom Investors LP History Reduced 6,940 380 0.03% 1.37% 1370 -328,203 -97.93% Q4 2025 Feb 17, 2026
1834 INVESTMENT ADVISORS CO History No change 6,949 380 0.05% 0.05% 1369 0 0.0% Q4 2025 Jan 29, 2026
Peak Retirement Planning, Inc. History Added to 6,930 379 0.09% 0.1% 1371 +301 4.54% Q4 2025 Feb 10, 2026
TrustBank History New 6,917 378 0.16% 1373 +6,917 New Q4 2025 Feb 09, 2026
HAZLETT, BURT & WATSON, INC. History Added to 6,889 378 0.12% 0.12% 1372 +738 12.0% Q4 2025 Feb 10, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 6,890 377 0.12% 0.13% 1374 0 0.0% Q4 2025 Feb 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 6,874 376 0.03% 0.03% 1375 +2,930 74.29% Q4 2025 Feb 11, 2026
SkyOak Wealth, LLC History No change 6,881 376 0.07% 0.07% 1376 0 0.0% Q4 2025 Feb 05, 2026
Register Financial Advisors LLC History Reduced 6,856 375 0.15% 0.17% 1379 -972 -12.42% Q4 2025 Jan 21, 2026
Manchester Capital Management LLC History Reduced 6,857 375 0.05% 0.06% 1377 -732 -9.65% Q4 2025 Feb 11, 2026
Fortis Advisors, LLC History Added to 6,849 375 0.2% 0.2% 1378 +336 5.16% Q4 2025 Feb 10, 2026
Clear Harbor Asset Management, LLC History Added to 6,842 374 0.03% 0.02% 1380 +936 15.85% Q4 2025 Feb 10, 2026
CAMBIENT FAMILY OFFICE, LLC History New 6,803 372 0.05% 1382 +6,803 New Q4 2025 Feb 20, 2026
InTrack Investment Management Inc History Added to 6,808 372 0.21% 0.21% 1381 +407 6.36% Q4 2025 Jan 14, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 6,790 371 0.21% 0.23% 1384 -287 -4.06% Q4 2025 Feb 03, 2026
FIRST UNITED BANK & TRUST History Reduced 6,788 371 0.12% 0.12% 1383 -30 -0.44% Q4 2025 Jan 21, 2026
River Wealth Advisors LLC History Added to 6,763 370 0.04% 0.04% 1385 +100 1.5% Q4 2025 Feb 13, 2026
Mattern Wealth Management LLC History No change 6,726 368 0.07% 0.07% 1386 0 0.0% Q4 2025 Jan 16, 2026
Elevated Financial Group LLC History New 6,702 367 0.13% 1390 +6,702 New Q4 2025 Jan 29, 2026
LCNB CORP History No change 6,702 367 0.12% 0.13% 1387 0 0.0% Q4 2025 Feb 10, 2026
Aull & Monroe Investment Management Corp History No change 6,709 367 0.18% 0.18% 1388 0 0.0% Q4 2025 Jan 09, 2026
Accredited Investors Inc. History No change 6,704 367 0.02% 0.02% 1389 0 0.0% Q4 2025 Feb 05, 2026
Spartan Planning & Wealth Management History Reduced 6,690 366 0.27% 0.38% 1392 -2,248 -25.15% Q4 2025 Jan 08, 2026
Clarius Group, LLC History No change 6,690 366 0.02% 0.02% 1391 0 0.0% Q4 2025 Jan 14, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 6,650 364 0.2% 0.19% 1393 0 0.0% Q4 2025 Jan 15, 2026
ZACKS INVESTMENT MANAGEMENT History New 6,606 361 0.0% 1394 +6,606 New Q4 2025 Feb 17, 2026
Bienville Capital Management, LLC History Added to 6,592 361 0.06% 0.05% 1396 +2,055 45.29% Q4 2025 Feb 17, 2026
SFE Investment Counsel History Added to 6,595 361 0.06% 0.05% 1395 +238 3.74% Q4 2025 Feb 05, 2026
Vigilare Wealth Management History New 6,582 360 0.12% 1397 +6,582 New Q4 2025 Jan 07, 2026
Clarity Capital Advisors, LLC History No change 6,576 360 0.18% 0.19% 1398 0 0.0% Q4 2025 Feb 11, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 6,571 359 0.11% 0.12% 1399 -451 -6.42% Q4 2025 Jan 22, 2026
Richard W. Paul & Associates, LLC History Reduced 6,572 359 0.12% 0.13% 1400 -245 -3.59% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 6,498 358 0.02% 0.02% 1401 +406 6.66% Q4 2025 Jan 15, 2026
Lewis Asset Management, LLC History Added to 6,537 358 0.15% 0.14% 1402 +186 2.93% Q4 2025 Jan 15, 2026
Legacy Wealth Advisors, LLC History New 6,535 357 0.24% 1403 +6,535 New Q4 2025 Feb 17, 2026
Centerpoint Advisory Group History Added to 6,515 356 0.27% 0.27% 1404 +100 1.56% Q4 2025 Feb 03, 2026
SONATA CAPITAL GROUP INC History No change 6,400 350 0.13% 0.13% 1405 0 0.0% Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 6,381 349 0.12% 0.06% 1406 +5,851 1103.96% Q4 2025 Jan 20, 2026
CRA Financial Services, LLC History Reduced 6,386 349 0.05% 0.05% 1407 -191 -2.9% Q4 2025 Jan 16, 2026
Third View Private Wealth, LLC History New 6,358 348 0.05% 1410 +6,358 New Q4 2025 Jan 23, 2026
First Heartland Consultants, Inc. History Reduced 6,369 348 0.03% 0.03% 1408 -1,022 -13.83% Q4 2025 Jan 09, 2026
Holland Advisory Services, Inc. History No change 6,370 348 0.47% 0.47% 1409 0 0.0% Q4 2025 Jan 12, 2026
Soundwatch Capital LLC History Added to 6,351 347 0.05% 0.03% 1411 +2,411 61.19% Q4 2025 Feb 10, 2026
ALTFEST L J & CO INC History Reduced 6,326 346 0.04% 0.04% 1412 -256 -3.89% Q4 2025 Jan 23, 2026
Argyle Capital Partners, LLC History Reduced 6,302 345 0.25% 0.34% 1414 -2,556 -28.86% Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History Added to 6,308 345 0.25% 0.23% 1413 +517 8.93% Q4 2025 Feb 10, 2026
HEARTLAND ADVISORS INC History New 6,291 344 0.02% 1415 +6,291 New Q4 2025 Feb 11, 2026
Asset Management Group, Inc. History Added to 6,268 343 0.06% 0.06% 1416 +10 0.16% Q4 2025 Feb 17, 2026
BEARING POINT CAPITAL, LLC History Added to 6,248 342 0.05% 0.04% 1418 +2,035 48.3% Q4 2025 Feb 10, 2026
1ST SOURCE BANK History Added to 6,255 342 0.02% 0.01% 1417 +1,620 34.95% Q4 2025 Feb 05, 2026
Cyndeo Wealth Partners, LLC History Reduced 6,228 341 0.02% 0.02% 1419 -130 -2.04% Q4 2025 Jan 07, 2026
SVB WEALTH LLC History Reduced 6,219 340 0.02% 0.07% 1420 -16,474 -72.6% Q4 2025 Feb 04, 2026
Mayflower Financial Advisors, LLC History Added to 6,212 340 0.04% 0.03% 1421 +1,079 21.02% Q4 2025 Jan 13, 2026
Arista Wealth Management, LLC History Added to 6,224 340 0.04% 0.04% 1422 +9 0.14% Q4 2025 Feb 09, 2026
United Advisor Group, LLC History Reduced 6,171 338 0.04% 0.06% 1423 -2,195 -26.24% Q4 2025 Jan 26, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 6,175 338 0.16% 0.16% 1424 0 0.0% Q4 2025 Jan 26, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 6,160 337 0.0% 1425 +6,160 New Q4 2025 Feb 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 6,137 336 0.06% 1426 +6,137 New Q4 2025 Feb 12, 2026
Coordinated Financial Services, Inc. History Reduced 6,123 335 0.19% 0.27% 1428 -1,582 -20.53% Q4 2025 Feb 09, 2026
Wernau Asset Management Inc. History No change 6,122 335 0.18% 0.22% 1427 0 0.0% Q4 2025 Jan 21, 2026
Banque Cantonale Vaudoise History Reduced 6,096 334 0.01% 0.02% 1430 -4,300 -41.36% Q4 2025 Feb 06, 2026
SlateStone Wealth, LLC History No change 6,095 334 0.03% 0.03% 1429 0 0.0% Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History No change 6,113 334 0.2% 0.21% 1431 0 0.0% Q4 2025 Feb 02, 2026
McHugh Group, LLC History No change 6,100 334 0.19% 0.2% 1432 0 0.0% Q4 2025 Feb 02, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,089 333 0.02% 1433 +6,089 New Q4 2025 Feb 17, 2026
Portside Wealth Group, LLC History Added to 6,078 332 0.04% 0.03% 1435 +1,629 36.61% Q4 2025 Jan 21, 2026
Pointe Capital Management LLC History Reduced 6,072 332 0.16% 0.18% 1434 -750 -10.99% Q4 2025 Feb 17, 2026
Gallagher Fiduciary Advisors, LLC History Added to 6,031 330 0.01% 0.01% 1436 +947 18.63% Q4 2025 Feb 17, 2026
Addison Advisors LLC History Reduced 6,040 330 0.07% 0.08% 1437 -569 -8.61% Q4 2025 Feb 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 5,961 326 0.0% 0.01% 1438 -1,077,083 -99.45% Q4 2025 Feb 17, 2026
Second Line Capital, LLC History Reduced 5,961 326 0.07% 0.07% 1440 -108 -1.78% Q4 2025 Feb 17, 2026
Avestar Capital, LLC History Added to 5,964 326 0.02% 0.02% 1439 +1 0.02% Q4 2025 Feb 10, 2026
Acorn Wealth Advisors, LLC History Added to 5,945 325 0.1% 0.1% 1442 +8 0.13% Q4 2025 Feb 10, 2026
CHAPIN DAVIS, INC. History No change 5,936 325 0.08% 0.08% 1441 0 0.0% Q4 2025 Jan 30, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 5,876 324 0.09% 2.63% 1444 -154,045 -96.33% Q4 2025 Jan 14, 2026
WEALTH EFFECTS LLC History Reduced 5,930 324 0.1% 0.11% 1443 -141 -2.32% Q4 2025 Jan 26, 2026
Seelaus Asset Management LLC History Reduced 5,915 323 0.26% 0.26% 1445 -150 -2.47% Q4 2025 Feb 04, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 5,999 322 0.08% 0.31% 1446 -15,935 -72.65% Q4 2025 Jan 26, 2026
BAYBAN History New 5,887 322 0.28% 1447 +5,887 New Q4 2025 Mar 05, 2026
Second Half Financial Partners, LLC History Reduced 5,866 321 0.14% 0.33% 1450 -8,241 -58.42% Q4 2025 Jan 26, 2026
Act Two Investors LLC History Reduced 5,868 321 0.06% 0.1% 1449 -4,300 -42.29% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Added to 5,863 321 0.01% 0.01% 1448 +3 0.05% Q4 2025 Feb 11, 2026
Triad Wealth Partners, LLC History Reduced 5,849 320 0.03% 0.07% 1451 -3,711 -38.82% Q4 2025 Jan 22, 2026
JM2 Capital Inc. History New 5,833 319 0.26% 1454 +5,833 New Q4 2025 Jan 23, 2026
SNS Financial Group, LLC History Reduced 5,826 319 0.03% 0.03% 1453 -150 -2.51% Q4 2025 Feb 02, 2026
Horrell Capital Management, Inc. History Added to 5,837 319 0.14% 0.13% 1452 +8 0.14% Q4 2025 Feb 03, 2026
Lifetime Wealth Management P.C. History New 5,778 316 0.2% 1457 +5,778 New Q4 2025 Mar 25, 2026
Philip James Wealth Mangement, LLC History Reduced 5,774 316 0.04% 0.05% 1456 -1,530 -20.95% Q4 2025 Jan 20, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 5,772 316 0.0% 0.0% 1455 +1,400 32.02% Q4 2025 Feb 09, 2026
Pekin Hardy Strauss, Inc. History No change 5,765 315 0.03% 0.03% 1458 0 0.0% Q4 2025 Jan 30, 2026
Iowa State Bank History New 5,750 314 0.06% 1459 +5,750 New Q4 2025 Jan 06, 2026
Ballast Rock Private Wealth LLC History New 5,725 313 0.2% 1464 +5,725 New Q4 2025 Feb 04, 2026
Westwood Wealth Management History New 5,724 313 0.24% 1461 +5,724 New Q4 2025 Jan 20, 2026
Cape Investment Advisory, Inc. History Added to 5,720 313 0.1% 0.29% 1462 +192 3.47% Q4 2025 Feb 17, 2026
SilverOak Wealth Management LLC History No change 5,727 313 0.05% 0.05% 1460 0 0.0% Q4 2025 Jan 28, 2026
Lionshead Wealth Management, LLC History No change 5,724 313 0.24% 0.24% 1463 0 0.0% Q4 2025 Jan 13, 2026
Axim Planning & Wealth History Reduced 5,701 312 0.33% 0.29% 1466 -1,185 -17.21% Q4 2025 Feb 13, 2026
Summit Financial Strategies, Inc. History No change 5,700 312 0.03% 0.03% 1465 0 0.0% Q4 2025 Jan 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 5,679 311 0.02% 0.08% 1469 -20,876 -78.61% Q4 2025 Jan 20, 2026
STOCK YARDS BANK & TRUST CO History Reduced 5,684 311 0.01% 0.01% 1467 -2,672 -31.98% Q4 2025 Jan 21, 2026
EASTERN BANK History Added to 5,695 311 0.01% 0.01% 1468 +29 0.51% Q4 2025 Jan 14, 2026
Wealth Enhancement Trust Services, Inc. History New 5,665 310 0.04% 1471 +5,665 New Q4 2025 Jan 27, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 5,665 310 0.03% 0.04% 1470 0 0.0% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History Added to 5,648 309 0.01% 0.01% 1473 +604 11.97% Q4 2025 Feb 17, 2026
Arbor Investment Advisors, LLC History Added to 5,654 309 0.04% 0.04% 1472 +365 6.9% Q4 2025 Jan 23, 2026
Bulltick Wealth Management, LLC History Added to 5,635 308 0.07% 0.06% 1474 +1,168 26.15% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 5,620 307 0.02% 0.02% 1476 +402 7.7% Q4 2025 Jan 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 5,613 307 0.06% 0.07% 1475 -71 -1.25% Q4 2025 Jan 27, 2026
Omnitrust Wealth Management, Inc History New 5,571 305 0.39% 1478 +5,571 New Q4 2025 Feb 11, 2026
Athena Investment Management History Reduced 5,570 305 0.16% 0.16% 1477 -85 -1.5% Q4 2025 Feb 12, 2026
Kingdom Financial Group LLC. History New 5,532 302 0.09% 1479 +5,532 New Q4 2025 Feb 06, 2026
Arcataur Capital Management LLC History Reduced 5,516 302 0.09% 0.09% 1480 -25 -0.45% Q4 2025 Jan 27, 2026
Beacon Capital Management, LLC History Reduced 5,500 301 0.05% 0.05% 1481 -905 -14.13% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History New 5,479 300 0.03% 1482 +5,479 New Q4 2025 Feb 17, 2026
Pictet North America Advisors SA History No change 5,467 299 0.03% 0.03% 1483 0 0.0% Q4 2025 Jan 16, 2026
Legacy Advisors, LLC History New 5,447 298 0.03% 1484 +5,447 New Q4 2025 Jan 27, 2026
Blue Water Asset Management History New 5,441 298 0.11% 1486 +5,441 New Q4 2025 Feb 05, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 5,455 298 0.11% 0.11% 1485 +37 0.68% Q4 2025 Feb 13, 2026
Rare Wolf Capital LLC History New 5,437 297 0.19% 1487 +5,437 New Q4 2025 Feb 19, 2026
BSW Wealth Partners History Added to 5,418 296 0.04% 0.04% 1488 +11 0.2% Q4 2025 Jan 23, 2026
Financial Sense Advisors, Inc. History Reduced 5,403 295 0.05% 0.05% 1489 -492 -8.35% Q4 2025 Feb 13, 2026
Tennessee Valley Asset Management Partners History Reduced 5,394 295 0.04% 0.04% 1491 -56 -1.03% Q4 2025 Feb 05, 2026
Wealth Alliance Advisory Group, LLC History No change 5,396 295 0.05% 0.05% 1490 0 0.0% Q4 2025 Jan 29, 2026
Tortoise Investment Management, LLC History No change 5,366 293 0.03% 0.03% 1492 0 0.0% Q4 2025 Feb 06, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 5,343 292 0.06% 0.47% 1495 -34,272 -86.51% Q4 2025 Jan 22, 2026
THOMPSON DAVIS & CO., INC. History New 5,339 292 0.17% 1493 +5,339 New Q4 2025 Jan 12, 2026
Elevated Capital Advisors, LLC History Reduced 5,349 292 0.07% 0.08% 1494 -280 -4.97% Q4 2025 Jan 27, 2026
Tortuga Wealth Management, Inc History New 5,324 291 0.31% 1497 +5,324 New Q4 2025 Apr 16, 2026
LaSalle St. Investment Advisors, LLC History Added to 5,315 291 0.05% 0.04% 1496 +892 20.17% Q4 2025 Feb 17, 2026
NVWM, LLC History Added to 5,299 290 0.06% 0.04% 1498 +1,739 48.85% Q4 2025 Jan 20, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 5,305 290 0.12% 0.12% 1499 0 0.0% Q4 2025 Jan 09, 2026
Rockbridge Investment Management, LCC History Reduced 5,292 289 0.03% 0.03% 1500 -293 -5.25% Q4 2025 Feb 04, 2026
Laird Norton Wetherby Trust Company, LLC History New 5,274 288 0.01% 1501 +5,274 New Q4 2025 Feb 17, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 5,245 287 0.1% 0.12% 1503 -750 -12.51% Q4 2025 Jan 21, 2026
Strategies Wealth Advisors, LLC History Reduced 5,252 287 0.03% 0.03% 1504 -329 -5.9% Q4 2025 Feb 13, 2026
Narwhal Capital Management History No change 5,250 287 0.02% 0.02% 1502 0 0.0% Q4 2025 Jan 30, 2026
Flagstone Financial Management History No change 5,227 286 0.07% 0.07% 1505 0 0.0% Q4 2025 Feb 09, 2026
Tradewinds Capital Management, LLC History Reduced 5,204 285 0.06% 0.07% 1506 -597 -10.29% Q4 2025 Jan 14, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 5,212 285 0.08% 0.07% 1507 +595 12.89% Q4 2025 Jan 13, 2026
Vines Capital Management, LLC History New 5,193 284 0.28% 1508 +5,193 New Q4 2025 Feb 17, 2026
Impact Partnership Wealth, LLC History Added to 5,181 283 0.04% 0.03% 1510 +1,260 32.13% Q4 2025 Feb 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 5,171 283 0.03% 0.03% 1509 0 0.0% Q4 2025 Jan 20, 2026
Carl P. Sherr & Co., LLC History New 5,280 282 0.13% 1511 +5,280 New Q4 2025 Feb 09, 2026
Safeguard Investment Advisory Group, LLC History Reduced 5,156 282 0.07% 0.08% 1512 -599 -10.41% Q4 2025 Feb 13, 2026
Reliant Investment Partners, LLC History Reduced 5,167 282 0.22% 0.22% 1513 -97 -1.84% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 5,133 281 0.01% 0.01% 1514 -210 -3.93% Q4 2025 Feb 03, 2026
Byrne Asset Management LLC History Added to 5,113 280 0.15% 0.16% 1515 +208 4.24% Q4 2025 Jan 12, 2026
MATHER GROUP, LLC. History Added to 5,109 279 0.0% 0.0% 1516 +188 3.82% Q4 2025 Jan 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 5,093 278 0.05% 1521 +5,093 New Q4 2025 Feb 09, 2026
High Falls Advisors, Inc History Reduced 5,086 278 0.06% 0.07% 1519 -1,301 -20.37% Q4 2025 Feb 18, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 5,083 278 0.0% 0.0% 1517 -110 -2.12% Q4 2025 Feb 10, 2026
AVALON CAPITAL MANAGEMENT History Added to 5,081 278 0.07% 0.07% 1518 +31 0.61% Q4 2025 Feb 11, 2026
Marion Wealth Management History No change 5,252 278 0.06% 0.07% 1520 0 0.0% Q4 2025 Jan 26, 2026
Fiscal Wisdom Wealth Management, LLC History No change 5,086 278 0.26% 0.25% 1522 0 0.0% Q4 2025 Jan 27, 2026
Smith Asset Management Co., LLC History No change 5,069 277 0.23% 0.23% 1523 0 0.0% Q4 2025 Feb 19, 2026
Kapstone Financial Advisors LLC History No change 5,055 276 0.14% 0.13% 1524 0 0.0% Q4 2025 Feb 05, 2026
Farmers National Bank History New 5,036 275 0.06% 1526 +5,036 New Q4 2025 Mar 12, 2026
FELL CAPITAL MANAGEMENT /ADV History New 5,025 275 0.27% 1525 +5,025 New Q4 2025 Mar 27, 2026
Patten Group, Inc. History New 5,006 274 0.05% 1527 +5,006 New Q4 2025 Jan 23, 2026
WMS Group LLC History New 5,000 273 0.35% 1532 +5,000 New Q4 2025 Mar 03, 2026
SHUFRO ROSE & CO LLC History Reduced 5,000 273 0.02% 0.02% 1528 -600 -10.71% Q4 2025 Feb 09, 2026
Quartz Partners, LLC History Added to 4,991 273 0.1% 0.1% 1529 +28 0.56% Q4 2025 Feb 13, 2026
Gray Private Wealth, LLC History Added to 4,988 273 0.13% 0.14% 1531 +9 0.18% Q4 2025 Feb 04, 2026
Pinnacle Bancorp, Inc. History No change 4,986 273 0.08% 0.08% 1530 0 0.0% Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 4,976 272 0.04% 1534 +4,976 New Q4 2025 Feb 09, 2026
Capital Square, LLC History Reduced 4,973 272 0.14% 0.14% 1533 -97 -1.91% Q4 2025 Feb 13, 2026
USA FINANCIAL FORMULAS History Reduced 4,948 271 0.05% 0.05% 1536 -609 -10.96% Q4 2025 Jan 14, 2026
Tripletail Wealth Management, LLC History Reduced 4,955 271 0.34% 0.35% 1537 -500 -9.17% Q4 2025 Feb 12, 2026
DEARBORN PARTNERS LLC History Added to 4,960 271 0.01% 0.01% 1535 +234 4.95% Q4 2025 Feb 11, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 4,924 269 0.17% 0.18% 1538 -175 -3.43% Q4 2025 Feb 04, 2026
National Wealth Management Group, LLC History Reduced 4,907 268 0.09% 0.14% 1540 -2,062 -29.59% Q4 2025 Jan 12, 2026
Financial Partners Group, Inc History Added to 5,030 268 0.03% 0.03% 1539 +6 0.12% Q4 2025 Feb 03, 2026
Concorde Asset Management, LLC History Reduced 4,876 267 0.11% 0.13% 1542 -940 -16.16% Q4 2025 Feb 13, 2026
Huntleigh Advisors, Inc. History Added to 4,884 267 0.05% 0.04% 1541 +115 2.41% Q4 2025 Jan 29, 2026
Sloy Dahl & Holst, LLC History Added to 4,859 266 0.03% 0.03% 1543 +190 4.07% Q4 2025 Feb 04, 2026
Pacific Center for Financial Services History No change 4,946 266 0.07% 0.07% 1544 0 0.0% Q4 2025 Feb 17, 2026
American Trust History Reduced 4,844 265 0.02% 0.03% 1547 -1,184 -19.64% Q4 2025 Feb 17, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,846 265 0.01% 0.01% 1545 0 0.0% Q4 2025 Feb 12, 2026
WULFF, HANSEN & CO. History No change 4,855 265 0.22% 0.22% 1546 0 0.0% Q4 2025 Feb 03, 2026
White Lighthouse Investment Management Inc. History New 4,827 264 0.04% 1548 +4,827 New Q4 2025 Feb 09, 2026
FWG Holdings, LLC History No change 5,048 262 0.1% 0.11% 1549 0 0.0% Q4 2025 Feb 02, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 4,763 260 0.12% 0.12% 1550 -60 -1.24% Q4 2025 Jan 26, 2026
Windsor Advisory Group, LLC History No change 4,736 259 0.23% 0.23% 1551 0 0.0% Q4 2025 Feb 17, 2026
Diversified Portfolios, Inc. History Added to 4,726 258 0.02% 0.02% 1553 +201 4.44% Q4 2025 Feb 09, 2026
CIM, LLC History No change 4,720 258 0.03% 0.03% 1552 0 0.0% Q4 2025 Feb 18, 2026
Vertex Planning Partners, LLC History Reduced 4,693 257 0.06% 0.05% 1554 -494 -9.52% Q4 2025 Feb 17, 2026
Claret Asset Management Corp History Reduced 4,676 256 0.03% 0.03% 1556 -92 -1.93% Q4 2025 Feb 11, 2026
Ironwood Investment Counsel, LLC History Added to 4,679 256 0.04% 0.04% 1555 +2 0.04% Q4 2025 Feb 06, 2026
Calamos Wealth Management LLC History New 4,635 253 0.01% 1557 +4,635 New Q4 2025 Jan 29, 2026
Amicus Financial Advisors, LLC History New 4,624 253 0.07% 1560 +4,624 New Q4 2025 Mar 02, 2026
RFG HOLDINGS, INC. History No change 4,624 253 0.06% 0.06% 1558 0 0.0% Q4 2025 Jan 23, 2026
Orion Capital Management LLC History No change 4,623 253 0.09% 0.09% 1559 0 0.0% Q4 2025 Feb 03, 2026
Kellett Wealth Advisors, LLC History New 4,610 252 0.14% 1562 +4,610 New Q4 2025 Jan 23, 2026
Round Rock Advisors LLC History Reduced 4,606 252 0.04% 0.04% 1561 -440 -8.72% Q4 2025 Apr 07, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 4,596 251 0.13% 0.14% 1563 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Co / SC History No change 4,600 251 0.03% 0.03% 1564 0 0.0% Q4 2025 Feb 12, 2026
Vigil Wealth Management, LLC History New 4,573 250 0.21% 1568 +4,573 New Q4 2025 Feb 10, 2026
Pine Haven Investment Counsel, Inc History Reduced 4,570 250 0.18% 0.22% 1567 -1,000 -17.95% Q4 2025 Jan 08, 2026
Allred Capital Management, LLC History Reduced 4,573 250 0.09% 0.1% 1565 -597 -11.55% Q4 2025 Feb 10, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 4,539 250 0.02% 0.02% 1566 +415 10.06% Q4 2025 Feb 13, 2026
Straight Path Wealth Management History New 4,558 249 0.07% 1570 +4,558 New Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 4,551 249 0.05% 0.05% 1569 0 0.0% Q4 2025 Jan 29, 2026
United Community Bank History Added to 4,538 248 0.09% 0.03% 1571 +2,754 154.37% Q4 2025 Jan 30, 2026
NORTH DALLAS BANK & TRUST CO History New 4,528 247 0.16% 1573 +4,528 New Q4 2025 Feb 11, 2026
MCGUIRE CAPITAL ADVISORS INC History New 4,524 247 0.16% 1574 +4,524 New Q4 2025 Feb 19, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 4,515 247 0.08% 0.08% 1572 +1 0.02% Q4 2025 Jan 29, 2026
NIXON PEABODY TRUST CO History New 4,500 246 0.02% 1575 +4,500 New Q4 2025 Feb 06, 2026
Bank of Jackson Hole Trust History Added to 4,500 246 0.12% 0.11% 1576 +500 12.5% Q4 2025 Feb 12, 2026
Advisor OS, LLC History Reduced 4,482 245 0.02% 0.19% 1578 -36,964 -89.19% Q4 2025 Feb 04, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 4,491 245 0.04% 0.04% 1579 +86 1.95% Q4 2025 Jan 21, 2026
SeaBridge Investment Advisors LLC History No change 4,489 245 0.04% 0.04% 1577 0 0.0% Q4 2025 Jan 26, 2026
Secure Asset Management, LLC History Added to 4,457 244 0.04% 0.04% 1581 +117 2.7% Q4 2025 Jan 20, 2026
Canton Hathaway, LLC History No change 4,455 244 0.05% 0.05% 1580 0 0.0% Q4 2025 Jan 21, 2026
Investor's Fiduciary Advisor Network, LLC History No change 4,471 244 0.05% 0.08% 1582 0 0.0% Q4 2025 Feb 12, 2026
TFB Advisors LLC History New 4,443 243 0.07% 1583 +4,443 New Q4 2025 Feb 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 4,425 242 0.03% 0.03% 1584 0 0.0% Q4 2025 Feb 09, 2026
AlTi Global, Inc. History New 4,401 241 0.01% 1586 +4,401 New Q4 2025 Feb 13, 2026
Able Wealth Management LLC History Added to 4,401 241 0.08% 0.08% 1587 +454 11.5% Q4 2025 Jan 27, 2026
LOOMIS SAYLES & CO L P History Reduced 4,404 241 0.0% 0.0% 1585 -157 -3.44% Q4 2025 Feb 12, 2026
MLP3, LLC History New 4,397 240 0.26% 1590 +4,397 New Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 4,388 240 0.07% 0.04% 1589 +1,550 54.62% Q4 2025 Jan 15, 2026
KRS Capital Management, LLC History No change 4,400 240 0.14% 0.14% 1588 0 0.0% Q4 2025 Jan 15, 2026
Midwest Financial Group LLC History New 4,370 239 0.11% 1592 +4,370 New Q4 2025 Jan 20, 2026
Capital Advisors Wealth Management, LLC History Reduced 4,378 239 0.03% 0.04% 1591 -538 -10.94% Q4 2025 Jan 21, 2026
Badgley Phelps Wealth Managers, LLC History New 4,351 238 0.0% 1595 +4,351 New Q4 2025 Jan 28, 2026
Weaver Consulting Group History New 4,348 238 0.06% 1594 +4,348 New Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Reduced 4,361 238 0.01% 0.02% 1596 -1,788 -29.08% Q4 2025 Feb 10, 2026
Linscomb Wealth, Inc. History Reduced 4,363 238 0.01% 0.01% 1593 -292 -6.27% Q4 2025 Feb 10, 2026
Mill Creek Capital Advisors, LLC History New 4,343 237 0.0% 1599 +4,343 New Q4 2025 Feb 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 4,334 237 0.02% 0.02% 1597 -221 -4.85% Q4 2025 Feb 04, 2026
Regent Peak Wealth Advisors LLC History No change 4,333 237 0.05% 0.05% 1598 0 0.0% Q4 2025 Jan 08, 2026
Sequent Planning LLC History New 4,322 236 0.06% 1602 +4,322 New Q4 2025 Feb 05, 2026
Canopy Partners, LLC History Reduced 4,311 236 0.08% 0.08% 1601 -65 -1.49% Q4 2025 Feb 12, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 4,318 236 0.03% 0.03% 1600 0 0.0% Q4 2025 Feb 13, 2026
Facet Wealth, Inc. History New 4,446 235 0.0% 1605 +4,446 New Q4 2025 Jan 29, 2026
XML Financial, LLC History New 4,297 235 0.02% 1606 +4,297 New Q4 2025 Feb 11, 2026
Cottage Street Advisors LLC History Reduced 4,305 235 0.1% 0.1% 1604 -13 -0.3% Q4 2025 Jan 26, 2026
SEARLE & CO. History No change 4,302 235 0.06% 0.06% 1603 0 0.0% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History No change 4,294 235 0.01% 0.01% 1607 0 0.0% Q4 2025 Jan 23, 2026
Sage Capital Management, LLC History No change 4,293 235 0.11% 0.1% 1608 0 0.0% Q4 2025 Jan 15, 2026
Indivisible Partners History New 4,324 234 0.03% 1612 +4,324 New Q4 2025 Feb 03, 2026
Berger Financial Group, Inc History New 4,279 234 0.01% 1610 +4,279 New Q4 2025 Jan 27, 2026
Kathmere Capital Management, LLC History Reduced 4,280 234 0.02% 0.02% 1609 -438 -9.28% Q4 2025 Jan 13, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 4,285 234 0.07% 0.08% 1611 0 0.0% Q4 2025 Feb 06, 2026
Ballew Advisors, Inc History Reduced 4,301 233 0.13% 0.13% 1613 -197 -4.38% Q4 2025 Jan 14, 2026
Synergy Investment Management, LLC History New 4,246 232 0.08% 1616 +4,246 New Q4 2025 Feb 06, 2026
Prosperity Wealth Management, Inc. History New 4,236 232 0.08% 1615 +4,236 New Q4 2025 Mar 27, 2026
Insight Wealth Strategies, LLC History Reduced 4,243 232 0.03% 0.04% 1614 -2,819 -39.92% Q4 2025 Jan 02, 2026
Capital Squared Financial LLC History Added to 4,230 231 0.18% 0.18% 1619 +462 12.26% Q4 2025 Apr 17, 2026
Generation Capital Management LLC History Added to 4,230 231 0.15% 0.16% 1618 +152 3.73% Q4 2025 Feb 13, 2026
Smith & Howard Wealth Management, LLC History No change 4,226 231 0.05% 0.05% 1617 0 0.0% Q4 2025 Feb 03, 2026
Dana Investment Advisors, Inc. History Added to 4,213 230 0.01% 0.01% 1620 +414 10.9% Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 4,203 230 0.02% 0.02% 1621 +205 5.13% Q4 2025 Jan 07, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 4,206 230 0.11% 0.11% 1622 +32 0.77% Q4 2025 Jan 29, 2026
Fortis Capital Management LLC History New 4,182 229 0.03% 1623 +4,182 New Q4 2025 Feb 13, 2026
CAP Partners, LLC History Added to 4,166 228 0.13% 0.12% 1625 +95 2.33% Q4 2025 Feb 04, 2026
Ellevest, Inc. History No change 4,175 228 0.03% 0.03% 1624 0 0.0% Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 4,151 227 0.0% 0.0% 1626 -677 -14.02% Q4 2025 Feb 13, 2026
SWEENEY & MICHEL, LLC History Reduced 4,318 227 0.07% 0.08% 1627 -110 -2.48% Q4 2025 Feb 13, 2026
MWA Asset Management History Reduced 4,145 226 0.13% 0.12% 1628 -30 -0.72% Q4 2025 Jan 29, 2026
Investment Insight Wealth Management, LLC History New 4,120 225 0.22% 1630 +4,120 New Q4 2025 Feb 24, 2026
Stratos Investment Management, LLC History Reduced 4,112 225 0.01% 0.01% 1629 -15 -0.36% Q4 2025 Jan 20, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 4,123 225 0.1% 0.1% 1632 +11 0.27% Q4 2025 Jan 22, 2026
Graves Light Lenhart Wealth, Inc. History No change 4,116 225 0.02% 0.02% 1631 0 0.0% Q4 2025 Jan 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 4,099 224 0.03% 0.03% 1634 -192 -4.47% Q4 2025 Jan 12, 2026
Private Wealth Partners, LLC History No change 4,100 224 0.02% 0.02% 1633 0 0.0% Q4 2025 Jan 27, 2026
Interchange Capital Partners, LLC History Reduced 4,076 223 0.04% 0.14% 1636 -9,081 -69.02% Q4 2025 Jan 30, 2026
Gemmer Asset Management LLC History Reduced 4,089 223 0.02% 0.02% 1635 -67 -1.61% Q4 2025 Jan 23, 2026
Latitude Advisors, LLC History Added to 4,065 222 0.1% 0.1% 1641 +172 4.42% Q4 2025 Jan 27, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 4,056 222 0.01% 0.01% 1637 -70 -1.7% Q4 2025 Feb 13, 2026
Retirement Planning Co of New England, Inc. History Added to 4,070 222 0.09% 0.09% 1639 +13 0.32% Q4 2025 Jan 28, 2026
Atlas Brown,Inc. History No change 4,057 222 0.07% 0.06% 1638 0 0.0% Q4 2025 Jan 09, 2026
Plotkin Financial Advisors, LLC History No change 4,065 222 0.11% 0.11% 1640 0 0.0% Q4 2025 Feb 19, 2026
Beaird Harris Wealth Management, LLC History No change 4,063 222 0.02% 0.02% 1642 0 0.0% Q4 2025 Feb 23, 2026
W ADVISORS, LLC History No change 4,059 222 0.11% 0.11% 1643 0 0.0% Q4 2025 Feb 13, 2026
Piedmont Capital Management, LLC/NC History New 4,032 220 0.14% 1647 +4,032 New Q4 2025 Feb 13, 2026
Elevation Wealth Management LLC History New 4,022 220 0.21% 1646 +4,022 New Q4 2025 Feb 12, 2026
GERBER, LLC History Added to 4,024 220 0.12% 0.14% 1645 +8 0.2% Q4 2025 Jan 21, 2026
REGATTA CAPITAL GROUP, LLC History No change 4,021 220 0.03% 0.03% 1644 0 0.0% Q4 2025 Jan 13, 2026
Balefire, LLC History Reduced 4,016 219 0.04% 0.1% 1652 -5,412 -57.4% Q4 2025 Jan 12, 2026
VALICENTI ADVISORY SERVICES INC History New 3,998 219 0.05% 1649 +3,998 New Q4 2025 Jan 16, 2026
LEIGH BALDWIN & CO., LLC History Reduced 3,999 219 0.14% 0.13% 1648 -250 -5.88% Q4 2025 Feb 12, 2026
Insight Advisors, LLC/ PA History Added to 4,001 219 0.03% 0.03% 1653 +166 4.33% Q4 2025 Feb 11, 2026
Bollard Group LLC History Added to 3,994 219 0.01% 0.01% 1651 +11 0.28% Q4 2025 Feb 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 4,001 219 0.03% 0.03% 1650 0 0.0% Q4 2025 Jan 14, 2026
Serenus Wealth Advisors, LLC History No change 4,000 219 0.04% 0.04% 1654 0 0.0% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 4,012 218 0.01% 0.01% 1655 +1,602 66.47% Q4 2025 Jan 21, 2026
Vericrest Private Wealth History New 3,970 217 0.19% 1656 +3,970 New Q4 2025 Mar 12, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 3,960 216 0.03% 0.03% 1657 +45 1.15% Q4 2025 Jan 26, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 3,941 215 0.01% 1658 +3,941 New Q4 2025 Feb 17, 2026
STABLEFORD CAPITAL II LLC History New 3,935 215 0.08% 1662 +3,935 New Q4 2025 Jan 13, 2026
BCS Wealth Management History New 3,928 215 0.02% 1661 +3,928 New Q4 2025 Jan 26, 2026
Penobscot Investment Management Company, Inc. History Added to 3,931 215 0.02% 0.02% 1659 +150 3.97% Q4 2025 Jan 27, 2026
CLUNE & ASSOCIATES, LTD. History Added to 3,926 215 0.05% 0.05% 1663 +6 0.15% Q4 2025 Feb 09, 2026
Peak Asset Management, LLC History Added to 3,942 215 0.04% 0.04% 1660 +1 0.03% Q4 2025 Feb 05, 2026
Platform Technology Partners History New 3,921 214 0.05% 1665 +3,921 New Q4 2025 Feb 13, 2026
Stack Financial Management, Inc History New 3,912 214 0.02% 1664 +3,912 New Q4 2025 Feb 03, 2026
Carson Advisory Inc. History Added to 3,922 214 0.11% 0.11% 1666 +201 5.4% Q4 2025 Feb 12, 2026
Berkshire Money Management, Inc. History New 3,882 212 0.02% 1667 +3,882 New Q4 2025 Jan 27, 2026
Alpha Cubed Investments, LLC History Added to 3,872 212 0.01% 0.01% 1668 +151 4.06% Q4 2025 Feb 03, 2026
Milestones Private Investment Advisors LLC History Added to 3,873 212 0.15% 0.14% 1669 +10 0.26% Q4 2025 Jan 26, 2026
Obermeyer Wealth Partners History New 3,861 211 0.01% 1671 +3,861 New Q4 2025 Jan 29, 2026
Cypress Capital Group History New 3,860 211 0.02% 1670 +3,860 New Q4 2025 Feb 11, 2026
Milestone Asset Management Group, LLC History Reduced 3,870 211 0.12% 0.14% 1673 -299 -7.17% Q4 2025 Feb 03, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 3,870 211 0.09% 0.1% 1672 -130 -3.25% Q4 2025 Jan 29, 2026
THOR TRADING ADVISORS, LLC History Reduced 3,808 210 0.09% 2.46% 1677 -86,099 -95.76% Q4 2025 Feb 12, 2026
MEMBERS WEALTH LLC History New 3,933 210 0.13% 1678 +3,933 New Q4 2025 Jan 28, 2026
Prasad Wealth Partners, LLC History New 3,847 210 0.06% 1676 +3,847 New Q4 2025 Jan 27, 2026
HHM Wealth Advisors, LLC History Added to 3,840 210 0.02% 0.02% 1675 +446 13.14% Q4 2025 Jan 22, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 3,835 210 0.08% 0.08% 1674 -250 -6.12% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History New 3,832 209 0.0% 1679 +3,832 New Q4 2025 Jan 29, 2026
MYECFO, LLC History New 3,820 209 0.09% 1681 +3,820 New Q4 2025 Jan 12, 2026
WOODSTOCK CORP History Reduced 3,833 209 0.02% 0.02% 1680 -10 -0.26% Q4 2025 Jan 14, 2026
Strategic Financial Concepts, LLC History Reduced 3,803 208 0.19% 1.33% 1684 -165,695 -97.76% Q4 2025 Feb 09, 2026
Sovereign Financial Group, Inc. History Reduced 3,814 208 0.04% 0.06% 1683 -2,566 -40.22% Q4 2025 Jan 07, 2026
Bridgewater Advisors Inc. History No change 3,898 208 0.01% 0.01% 1682 0 0.0% Q4 2025 Jan 23, 2026
FIDUCIARY FAMILY OFFICE, LLC History Reduced 3,793 207 0.06% 0.06% 1687 -85 -2.19% Q4 2025 Feb 10, 2026
Holistic Financial Partners History No change 3,796 207 0.08% 0.08% 1685 0 0.0% Q4 2025 Jan 07, 2026
Dunhill Financial, LLC History No change 3,792 207 0.05% 0.05% 1686 0 0.0% Q4 2025 Jan 29, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 3,769 206 0.06% 0.06% 1689 -87 -2.26% Q4 2025 Jan 21, 2026
Gryphon Financial Partners LLC History No change 3,763 206 0.02% 0.02% 1688 0 0.0% Q4 2025 Jan 08, 2026
SACHEM HILL LLC History No change 3,779 206 0.04% 0.04% 1690 0 0.0% Q4 2025 Feb 12, 2026
True Link Financial Advisors, LLC History New 3,753 205 0.01% 1691 +3,753 New Q4 2025 Jan 29, 2026
May Hill Capital, LLC History New 3,746 205 0.03% 1692 +3,746 New Q4 2025 Feb 05, 2026
Warner Group LLC History New 3,736 204 0.13% 1694 +3,736 New Q4 2025 Feb 06, 2026
Nilsine Partners, LLC History No change 3,735 204 0.02% 0.02% 1693 0 0.0% Q4 2025 Jan 15, 2026
W.H. Cornerstone Investments Inc. History New 3,711 203 0.12% 1695 +3,711 New Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 4,126 202 0.02% 1698 +4,126 New Q4 2025 Mar 24, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 3,700 202 0.13% 1696 +3,700 New Q4 2025 Feb 13, 2026
Harold Davidson & Associates Inc. History New 3,694 202 0.09% 1697 +3,694 New Q4 2025 Feb 11, 2026
AA Financial Advisors, LLC History New 3,683 201 0.04% 1701 +3,683 New Q4 2025 Jan 14, 2026
WealthTrust Axiom LLC History New 3,672 201 0.05% 1699 +3,672 New Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Reduced 3,645 201 0.02% 0.02% 1700 -354 -8.85% Q4 2025 Feb 17, 2026
Waterfront Wealth Inc. History New 3,757 200 0.04% 1704 +3,757 New Q4 2025 Jan 27, 2026
LaFleur & Godfrey LLC History New 3,668 200 0.02% 1702 +3,668 New Q4 2025 Feb 03, 2026
SIERRA SUMMIT ADVISORS LLC History New 3,668 200 0.03% 1706 +3,668 New Q4 2025 Feb 06, 2026
NorthStar Asset Management LLC /NJ/ History New 3,662 200 0.09% 1705 +3,662 New Q4 2025 Feb 10, 2026
CABANA LLC History New 3,654 200 1.5% 1703 +3,654 New Q4 2025 Jan 28, 2026
Wealth Watch Advisors, INC History Reduced 3,637 199 0.07% 0.12% 1708 -1,591 -30.43% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Added to 3,647 199 0.05% 0.04% 1707 +1,071 41.58% Q4 2025 Jan 02, 2026
Nemes Rush Group LLC History Added to 3,561 195 0.02% 0.02% 1709 +492 16.03% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Added to 3,558 194 0.01% 0.01% 1710 +1,300 57.57% Q4 2025 Jan 26, 2026
Provident Wealth Management, LLC History No change 3,516 192 0.06% 0.06% 1711 0 0.0% Q4 2025 Jan 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 3,505 191 0.08% 0.08% 1712 0 0.0% Q4 2025 Feb 06, 2026
Missouri Trust & Investment Co History Added to 3,484 190 0.06% 0.05% 1713 +200 6.09% Q4 2025 Feb 13, 2026
Integrity Financial Corp /WA History Reduced 3,451 189 0.1% 0.13% 1714 -1,574 -31.32% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Reduced 3,401 186 0.03% 0.14% 1715 -13,761 -80.18% Q4 2025 Jan 21, 2026
Rice Partnership, LLC History Added to 3,300 180 0.02% 0.02% 1716 +447 15.67% Q4 2025 Feb 10, 2026
KERR FINANCIAL PLANNING Corp History Added to 3,340 176 0.24% 0.08% 1717 +2,171 185.71% Q4 2025 Feb 10, 2026
Clayton Financial Group LLC History Added to 3,199 175 0.09% 0.0% 1718 +3,099 3099.0% Q4 2025 Jan 21, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 3,166 173 0.05% 1.17% 1719 -68,868 -95.6% Q4 2025 Feb 05, 2026
Cornerstone Planning Group LLC History Added to 3,261 172 0.03% 0.02% 1720 +265 8.85% Q4 2025 Feb 02, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,136 171 0.03% 0.03% 1721 0 0.0% Q4 2025 Feb 09, 2026
Community Bank, N.A. History No change 3,130 171 0.02% 0.02% 1722 0 0.0% Q4 2025 Feb 04, 2026
Avion Wealth History No change 3,118 170 0.04% 0.04% 1723 0 0.0% Q4 2025 Jan 23, 2026
SJS Investment Consulting Inc. History Added to 3,095 169 0.02% 0.02% 1724 +136 4.6% Q4 2025 Jan 21, 2026
Colonial Trust Advisors History Added to 3,035 166 0.01% 0.01% 1725 +1,197 65.13% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Added to 2,947 161 0.04% 0.04% 1726 +270 10.09% Q4 2025 Jan 12, 2026
First Command Advisory Services, Inc. History No change 2,930 160 0.0% 0.0% 1727 0 0.0% Q4 2025 Feb 11, 2026
Friedenthal Financial History Reduced 2,913 159 0.08% 0.16% 1728 -2,927 -50.12% Q4 2025 Jan 27, 2026
Purpose Unlimited Inc. History New 2,921 159 0.01% 1731 +2,921 New Q4 2025 Mar 20, 2026
Rossby Financial, LCC History Added to 2,907 159 0.05% 0.0% 1730 +2,798 2566.97% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Reduced 2,887 159 0.01% 0.01% 1729 -294 -9.24% Q4 2025 Feb 13, 2026
Jessup Wealth Management, Inc History New 2,899 158 0.05% 1732 +2,899 New Q4 2025 Feb 11, 2026
Grove Bank & Trust History Added to 2,883 157 0.02% 0.01% 1733 +552 23.68% Q4 2025 Jan 08, 2026
McIlrath & Eck, LLC History Added to 2,858 156 0.01% 0.02% 1734 +1 0.04% Q4 2025 Feb 03, 2026
Strategic Advocates LLC History No change 2,805 154 0.04% 0.04% 1735 0 0.0% Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History Added to 2,798 153 0.08% 0.07% 1736 +481 20.76% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History No change 2,792 152 0.05% 0.05% 1737 0 0.0% Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History Added to 2,669 146 0.02% 0.02% 1738 +67 2.57% Q4 2025 Jan 20, 2026
NATIXIS History Reduced 2,616 143 0.0% 0.63% 1739 -2,500,399 -99.9% Q4 2025 Feb 13, 2026
Barnes Dennig Private Wealth Management LLC History Added to 2,615 143 0.14% 0.12% 1740 +533 25.6% Q4 2025 Jan 14, 2026
Hartford Financial Management Inc. History No change 2,600 142 0.04% 0.04% 1741 0 0.0% Q4 2025 Jan 21, 2026
Versant Capital Management, Inc History Added to 2,577 141 0.02% 0.01% 1744 +1,857 257.92% Q4 2025 Jan 08, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,583 141 0.01% 0.01% 1742 0 0.0% Q4 2025 Jan 26, 2026
Family Manage LLC History No change 2,584 141 0.02% 0.02% 1743 0 0.0% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Reduced 2,530 138 0.01% 0.01% 1745 -381 -13.09% Q4 2025 Jan 30, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 2,506 137 0.04% 0.04% 1746 0 0.0% Q4 2025 Feb 04, 2026
Avalon Trust Co History Reduced 2,480 135 0.01% 0.02% 1747 -4,500 -64.47% Q4 2025 Feb 09, 2026
Bangor Savings Bank History Reduced 2,412 132 0.01% 0.01% 1748 -88 -3.52% Q4 2025 Jan 16, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,425 132 0.03% 0.03% 1749 0 0.0% Q4 2025 Jan 20, 2026
JTC Employer Solutions Trustee Ltd History No change 2,317 127 0.01% 0.01% 1750 0 0.0% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 2,311 126 0.01% 1751 +2,311 New Q4 2025 Mar 04, 2026
Glass Jacobson Investment Advisors llc History Reduced 2,268 124 0.04% 0.09% 1752 -2,549 -52.92% Q4 2025 Jan 22, 2026
Hanson & Doremus Investment Management History No change 2,238 123 0.01% 0.02% 1753 0 0.0% Q4 2025 Jan 20, 2026
GGM Financials LLC History Added to 2,202 120 0.06% 0.06% 1754 +8 0.36% Q4 2025 Feb 04, 2026
Wagner Wealth Management, LLC History Added to 2,180 119 0.03% 0.02% 1755 +920 73.02% Q4 2025 Jan 30, 2026
BARRETT & COMPANY, INC. History No change 2,129 116 0.04% 0.04% 1756 0 0.0% Q4 2025 Jan 28, 2026
Strive Financial Group ,LLC History New 2,103 115 0.06% 1757 +2,103 New Q4 2025 Feb 18, 2026
Morse Asset Management, Inc History Added to 2,032 111 0.02% 0.0% 1759 +2,002 6673.33% Q4 2025 Feb 03, 2026
REAP Financial Group, LLC History Added to 2,033 111 0.02% 0.0% 1760 +1,958 2610.67% Q4 2025 Feb 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,032 111 0.0% 0.0% 1758 0 0.0% Q4 2025 Feb 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,997 109 0.04% 0.04% 1761 +7 0.35% Q4 2025 Jan 09, 2026
Topsail Wealth Management, LLC History No change 2,000 109 0.02% 0.02% 1762 0 0.0% Q4 2025 Feb 04, 2026
Navalign, LLC History New 1,964 107 0.03% 1763 +1,964 New Q4 2025 Feb 05, 2026
Frazier Financial Advisors, LLC History Added to 1,965 107 0.06% 0.02% 1764 +1,289 190.68% Q4 2025 Feb 09, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 1,944 106 0.03% 0.03% 1765 0 0.0% Q4 2025 Feb 02, 2026
Winch Advisory Services, LLC History Added to 1,920 105 0.02% 0.02% 1766 +6 0.31% Q4 2025 Feb 03, 2026
Fairscale Capital, LLC History No change 1,922 105 0.07% 0.07% 1767 0 0.0% Q4 2025 Feb 17, 2026
ABOUND FINANCIAL, LLC History Reduced 1,901 104 0.04% 1.15% 1768 -51,211 -96.42% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,853 101 0.0% 0.0% 1769 +832 81.49% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History No change 1,841 100 0.01% 0.01% 1770 0 0.0% Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Added to 1,818 99 0.0% 0.0% 1771 +854 88.59% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,815 99 0.0% 0.0% 1772 -500 -21.6% Q4 2025 Feb 13, 2026
MeadowBrook Investment Advisors LLC History No change 1,763 96 0.08% 0.08% 1773 0 0.0% Q4 2025 Jan 14, 2026
Nalls Sherbakoff Group, LLC History No change 1,763 96 0.07% 0.06% 1774 0 0.0% Q4 2025 Mar 12, 2026
SYNTAX RESEARCH, INC. History No change 1,737 95 0.06% 0.06% 1775 0 0.0% Q4 2025 Feb 02, 2026
Financial Perspectives, Inc History No change 1,681 92 0.02% 0.02% 1776 0 0.0% Q4 2025 Jan 28, 2026
Oakworth Capital, Inc. History No change 1,663 91 0.0% 0.01% 1777 0 0.0% Q4 2025 Jan 30, 2026
Indiana Trust & Investment Management Co History No change 1,649 90 0.03% 0.03% 1778 0 0.0% Q4 2025 Jan 21, 2026
New Republic Capital, LLC History New 1,614 88 0.02% 1779 +1,614 New Q4 2025 Feb 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,588 86 0.06% 0.06% 1780 0 0.0% Q4 2025 Feb 02, 2026
Pacifica Partners Inc. History Added to 1,562 85 0.04% 0.01% 1781 +1,217 352.75% Q4 2025 Jan 09, 2026
Strategic Wealth Advisors LLC History New 1,530 83 0.07% 1782 +1,530 New Q4 2025 Feb 03, 2026
CBIZ Investment Advisory Services, LLC History New 1,500 82 0.0% 1783 +1,500 New Q4 2025 Feb 09, 2026
TD Capital Management LLC History Added to 1,484 81 0.01% 0.0% 1784 +1,084 271.0% Q4 2025 Feb 26, 2026
Legacy Bridge, LLC History No change 1,485 81 0.03% 0.03% 1785 0 0.0% Q4 2025 Jan 23, 2026
Coston, McIsaac & Partners History No change 1,452 79 0.02% 0.02% 1786 0 0.0% Q4 2025 Feb 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,425 78 0.0% 0.0% 1787 0 0.0% Q4 2025 Feb 17, 2026
Estate Planners Group, LLC History New 1,399 76 0.03% 1791 +1,399 New Q4 2025 Apr 07, 2026
Hamilton Point Investment Advisors, LLC History New 1,393 76 0.01% 1788 +1,393 New Q4 2025 Feb 12, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History Reduced 1,400 76 0.21% 0.29% 1790 -500 -26.32% Q4 2025 Feb 17, 2026
Truvestments Capital LLC History Reduced 1,406 76 0.01% 0.02% 1789 -214 -13.21% Q4 2025 Feb 13, 2026
Investment Research & Advisory Group, Inc. History Added to 481 74 0.02% 0.02% 1792 +2 0.42% Q4 2025 Jan 20, 2026
WealthCollab, LLC History New 1,350 73 0.03% 1796 +1,350 New Q4 2025 Jan 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,340 73 0.0% 0.0% 1795 -700 -34.31% Q4 2025 Jan 22, 2026
Founders Capital Management History Added to 1,334 73 0.04% 0.04% 1794 +2 0.15% Q4 2025 Jan 15, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,338 73 0.01% 0.01% 1793 0 0.0% Q4 2025 Jan 27, 2026
New Millennium Group LLC History Reduced 1,310 71 0.03% 0.04% 1797 -418 -24.19% Q4 2025 Feb 06, 2026
CGC Financial Services, LLC History No change 1,280 70 0.02% 0.02% 1798 0 0.0% Q4 2025 Feb 03, 2026
Davis Capital Management History Reduced 1,265 69 0.05% 0.05% 1799 -115 -8.33% Q4 2025 Jan 28, 2026
Bare Financial Services, Inc History No change 1,217 66 0.02% 0.02% 1800 0 0.0% Q4 2025 Feb 06, 2026
Investors Research Corp History No change 1,190 65 0.01% 0.01% 1801 0 0.0% Q4 2025 Jan 06, 2026
SYM FINANCIAL Corp History No change 1,183 64 0.01% 0.01% 1802 0 0.0% Q4 2025 Feb 13, 2026
NorthAvenue LLC History New 1,151 63 0.05% 1804 +1,151 New Q4 2025 Apr 02, 2026
Scarborough Advisors, LLC History Added to 1,155 63 0.01% 0.01% 1803 +4 0.35% Q4 2025 Feb 17, 2026
Olistico Wealth, LLC History New 1,132 62 0.03% 1806 +1,132 New Q4 2025 Jan 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 1,147 62 0.03% 0.0% 1805 +1,001 685.62% Q4 2025 Feb 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 1,133 62 0.03% 0.01% 1807 +699 161.06% Q4 2025 Feb 17, 2026
Perkins Coie Trust Co History No change 1,115 61 0.01% 0.01% 1808 0 0.0% Q4 2025 Jan 12, 2026
Smallwood Wealth Investment Management, LLC History Added to 1,097 60 0.03% 0.02% 1809 +189 20.81% Q4 2025 Jan 23, 2026
Park Place Capital Corp History Reduced 1,107 60 0.01% 0.01% 1810 -4 -0.36% Q4 2025 Jan 09, 2026
TRUST CO OF VERMONT History Reduced 1,086 59 0.0% 0.0% 1811 -233 -17.66% Q4 2025 Jan 16, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,089 59 0.01% 0.01% 1812 0 0.0% Q4 2025 Jan 27, 2026
Triumph Capital Management History New 1,068 58 0.01% 1813 +1,068 New Q4 2025 Feb 12, 2026
Piscataqua Savings Bank History New 1,054 57 0.04% 1815 +1,054 New Q4 2025 Jan 16, 2026
SITTNER & NELSON, LLC History Added to 1,064 57 0.02% 0.02% 1814 +50 4.93% Q4 2025 Feb 11, 2026
eCIO, Inc. History New 1,038 56 0.03% 1816 +1,038 New Q4 2025 Jan 20, 2026
Ransom Advisory, Ltd History New 1,025 56 0.02% 1818 +1,025 New Q4 2025 Jan 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 1,036 56 0.05% 0.07% 1817 -163 -13.59% Q4 2025 Feb 10, 2026
Ares Financial Consulting, LLC History New 1,000 54 0.05% 1821 +1,000 New Q4 2025 Jan 30, 2026
Hyposwiss Advisors SA History New 1,000 54 0.05% 1822 +1,000 New Q4 2025 Feb 17, 2026
Wellington Shields & Co., LLC History No change 1,000 54 0.01% 0.01% 1819 0 0.0% Q4 2025 Feb 09, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,000 54 0.02% 0.02% 1820 0 0.0% Q4 2025 Jan 23, 2026
Decker Retirement Planning Inc. History Added to 979 53 0.03% 0.01% 1824 +495 102.27% Q4 2025 Jan 26, 2026
Financial Network Wealth Advisors LLC History Added to 971 53 0.06% 0.04% 1825 +248 34.3% Q4 2025 Feb 13, 2026
Armor Investment Advisors, LLC History No change 978 53 0.02% 0.02% 1823 0 0.0% Q4 2025 Feb 05, 2026
Dorato Capital Management History New 975 52 0.04% 1827 +975 New Q4 2025 Jan 16, 2026
Roxbury Financial LLC History Added to 950 52 0.05% 0.05% 1826 +4 0.42% Q4 2025 Jan 05, 2026
RMG Wealth Management LLC History New 941 50 0.01% 1829 +941 New Q4 2025 Jan 29, 2026
Ankerstar Wealth, LLC History New 927 50 0.05% 1830 +927 New Q4 2025 Feb 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 920 50 0.0% 0.0% 1828 0 0.0% Q4 2025 Feb 17, 2026
Caitlin John, LLC History Added to 905 49 0.03% 0.03% 1832 +9 1.0% Q4 2025 Feb 18, 2026
HOEY INVESTMENTS, INC History No change 900 49 0.01% 0.01% 1831 0 0.0% Q4 2025 Jan 28, 2026
BOK Financial Private Wealth, Inc. History Added to 882 48 0.0% 0.0% 1833 +482 120.5% Q4 2025 Feb 06, 2026
Capital Investment Counsel, Inc History New 875 47 0.01% 1834 +875 New Q4 2025 Jan 23, 2026
DAGCO, INC. History No change 840 46 0.01% 0.01% 1835 0 0.0% Q4 2025 Jan 08, 2026
Archer Investment Corp History No change 852 46 0.01% 0.01% 1836 0 0.0% Q4 2025 Jan 30, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 808 44 0.0% 0.02% 1838 -4,786 -85.56% Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History New 818 44 0.03% 1840 +818 New Q4 2025 Feb 11, 2026
Gladwyn Financial Advisors, Inc. History Added to 804 44 0.03% 0.03% 1839 +2 0.25% Q4 2025 Jan 08, 2026
Tidemark, LLC History Added to 815 44 0.01% 0.01% 1837 +1 0.12% Q4 2025 Feb 10, 2026
Arlington Trust Co LLC History Reduced 790 43 0.0% 0.09% 1842 -8,165 -91.18% Q4 2025 Jan 30, 2026
Dougherty Wealth Advisers LLC History No change 800 43 0.02% 0.03% 1841 0 0.0% Q4 2025 Jan 29, 2026
FIRST COMMUNITY TRUST NA History No change 778 42 0.03% 0.03% 1843 0 0.0% Q4 2025 Jan 16, 2026
Mountain Hill Investment Partners Corp. History Reduced 750 41 0.03% 4.84% 1847 -101,800 -99.27% Q4 2025 Jan 26, 2026
GPS Wealth Strategies Group, LLC History Reduced 766 41 0.03% 0.13% 1845 -21,655 -96.58% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 750 41 0.0% 0.0% 1844 -431 -36.49% Q4 2025 Jan 07, 2026
Vermillion Wealth Management, Inc. History Added to 757 41 0.02% 0.01% 1846 +6 0.8% Q4 2025 Feb 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 725 39 0.01% 1848 +725 New Q4 2025 Jan 27, 2026
Center for Financial Planning, Inc. History Reduced 725 39 0.0% 0.0% 1849 -38 -4.98% Q4 2025 Feb 05, 2026
EQ WEALTH ADVISORS, LLC History New 709 38 0.02% 1850 +709 New Q4 2025 Feb 02, 2026
Providence Capital Advisors, LLC History Reduced 686 37 0.01% 0.01% 1852 -748 -52.16% Q4 2025 Feb 12, 2026
WEST PACES ADVISORS INC. History Added to 693 37 0.01% 0.01% 1853 +93 15.5% Q4 2025 Jan 21, 2026
Cypress Capital Management LLC (WY) History No change 687 37 0.03% 0.03% 1851 0 0.0% Q4 2025 Feb 09, 2026
BankPlus Trust Department History No change 683 37 0.01% 0.01% 1854 0 0.0% Q4 2025 Jan 27, 2026
Evelyn Partners Asset Management Ltd History No change 660 36 0.01% 0.01% 1855 0 0.0% Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 643 35 0.02% 0.03% 1856 -208 -24.44% Q4 2025 Feb 06, 2026
ALERUS FINANCIAL NA History Reduced 629 34 0.0% 0.1% 1857 -35,196 -98.24% Q4 2025 Feb 13, 2026
Intesa Sanpaolo Wealth Management History New 630 34 0.01% 1860 +630 New Q4 2025 Feb 12, 2026
CURIO WEALTH, LLC History New 625 34 0.01% 1858 +625 New Q4 2025 Feb 11, 2026
Redwood Park Advisors LLC History Added to 625 34 0.02% 0.02% 1859 +2 0.32% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History New 615 33 0.0% 1861 +615 New Q4 2025 Jan 30, 2026
Clearstead Trust, LLC History No change 606 33 0.01% 0.01% 1862 0 0.0% Q4 2025 Feb 09, 2026
Concord Wealth Partners History No change 603 33 0.0% 0.0% 1863 0 0.0% Q4 2025 Jan 29, 2026
Quest 10 Wealth Builders, Inc. History No change 588 32 0.03% 0.03% 1864 0 0.0% Q4 2025 Jan 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 588 32 0.01% 0.01% 1865 0 0.0% Q4 2025 Feb 11, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 600 32 0.02% 0.03% 1866 0 0.0% Q4 2025 Feb 10, 2026
Aventura Private Wealth, LLC History No change 575 31 0.01% 0.01% 1867 0 0.0% Q4 2025 Jan 07, 2026
Goodman Advisory Group, LLC History Reduced 548 30 0.01% 0.01% 1869 -295 -34.99% Q4 2025 Feb 11, 2026
Greykasell Wealth Strategies, Inc. History Added to 549 30 0.01% 0.01% 1870 +2 0.37% Q4 2025 Feb 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 554 30 0.0% 0.0% 1868 -1 -0.18% Q4 2025 Feb 12, 2026
GHP Investment Advisors, Inc. History Added to 533 29 0.0% 0.0% 1871 +2 0.38% Q4 2025 Jan 27, 2026
Bernard Wealth Management Corp. History No change 545 29 0.01% 0.01% 1872 0 0.0% Q4 2025 Jan 15, 2026
Planning Project LLC History New 495 27 0.01% 1873 +495 New Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History Added to 480 26 0.0% 0.0% 1874 +33 7.38% Q4 2025 Jan 08, 2026
VISION FINANCIAL MARKETS LLC History No change 439 24 0.02% 0.02% 1875 0 0.0% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 439 24 0.0% 0.0% 1876 0 0.0% Q4 2025 Jan 23, 2026
OBSIDIAN CIO, LLC History Reduced 425 23 0.03% 0.1% 1879 -13,900 -97.03% Q4 2025 Feb 18, 2026
MidFirst Bank History New 424 23 0.0% 1880 +424 New Q4 2025 Feb 25, 2026
VALLEY NATIONAL ADVISERS INC History No change 438 23 0.0% 0.0% 1877 0 0.0% Q4 2025 Jan 23, 2026
Mascoma Wealth Management LLC History No change 422 23 0.0% 0.0% 1878 0 0.0% Q4 2025 Feb 04, 2026
Eukles Asset Management History Added to 418 22 0.01% 0.01% 1881 +98 30.63% Q4 2025 Feb 09, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 390 21 0.01% 0.01% 1882 0 0.0% Q4 2025 Feb 17, 2026
Access Investment Management LLC History No change 400 21 0.01% 0.01% 1883 0 0.0% Q4 2025 Feb 02, 2026
Rakuten Securities, Inc. History Reduced 376 20 0.01% 0.01% 1884 -326 -46.44% Q4 2025 Jan 29, 2026
PITTENGER & ANDERSON INC History New 350 19 0.0% 1885 +350 New Q4 2025 Feb 02, 2026
Private Wealth Management Group, LLC History Reduced 350 19 0.01% 0.01% 1886 -23 -6.17% Q4 2025 Jan 23, 2026
First PREMIER Bank History No change 323 18 0.0% 0.0% 1887 0 0.0% Q4 2025 Jan 23, 2026
BALLAST ADVISORS LLC History Reduced 317 17 0.0% 0.01% 1889 -506 -61.48% Q4 2025 Feb 03, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 323 17 0.0% 0.0% 1888 +116 56.04% Q4 2025 Jan 20, 2026
United Financial Planning Group LLC History No change 312 17 0.01% 0.01% 1890 0 0.0% Q4 2025 Feb 11, 2026
Financial Management Professionals, Inc. History No change 307 16 0.0% 0.0% 1891 0 0.0% Q4 2025 Jan 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 300 16 0.0% 0.0% 1892 0 0.0% Q4 2025 Jan 14, 2026
Rosenberg Matthew Hamilton History No change 304 16 0.0% 0.0% 1893 0 0.0% Q4 2025 Jan 05, 2026
Westfuller Advisors, LLC History No change 294 16 0.01% 0.01% 1894 0 0.0% Q4 2025 Jan 21, 2026
one8zero8, LLC History New 292 15 0.0% 1897 +292 New Q4 2025 Feb 17, 2026
Uniplan Investment Counsel, Inc. History New 281 15 0.0% 1895 +281 New Q4 2025 Feb 17, 2026
Strengthening Families & Communities, LLC History Added to 292 15 0.01% 0.0% 1896 +2 0.69% Q4 2025 Feb 03, 2026
Operose Advisors LLC History New 262 14 0.0% 1898 +262 New Q4 2025 Feb 10, 2026
Anfield Capital Management, LLC History Reduced 238 13 0.0% 0.04% 1899 -2,216 -90.3% Q4 2025 Feb 03, 2026
Strategic Investment Solutions, Inc. /IL History No change 254 13 0.0% 0.0% 1900 0 0.0% Q4 2025 Feb 27, 2026
CDKV HOLDINGS LLC History New 234 12 0.01% 1902 +234 New Q4 2025 Feb 17, 2026
Kozak & Associates, Inc. History Reduced 219 12 0.0% 0.0% 1901 -46 -17.36% Q4 2025 Jan 12, 2026
Collier Financial History Reduced 210 11 0.01% 1.53% 1904 -37,517 -99.44% Q4 2025 Feb 12, 2026
MASECO LLP History New 210 11 0.0% 1906 +210 New Q4 2025 Jan 22, 2026
Your Advocates Ltd., LLP History Added to 203 11 0.0% 0.0% 1903 +1 0.5% Q4 2025 Feb 02, 2026
Park Square Financial Group, LLC History No change 248 11 0.07% 0.06% 1905 0 0.0% Q4 2025 Feb 05, 2026
Quent Capital, LLC History New 187 10 0.0% 1911 +187 New Q4 2025 Jan 29, 2026
JNBA Financial Advisors History No change 192 10 0.0% 0.0% 1907 0 0.0% Q4 2025 Jan 26, 2026
Field & Main Bank History No change 190 10 0.0% 0.0% 1908 0 0.0% Q4 2025 Jan 28, 2026
CNB Bank History No change 192 10 0.0% 0.0% 1909 0 0.0% Q4 2025 Feb 11, 2026
City State Bank History No change 200 10 0.0% 0.0% 1910 0 0.0% Q4 2025 Jan 28, 2026
WPG Advisers, LLC History Added to 172 9 0.01% 0.01% 1913 +1 0.58% Q4 2025 Jan 28, 2026
ORG Wealth Partners, LLC History No change 166 9 0.0% 0.0% 1912 0 0.0% Q4 2025 Jan 14, 2026
Sunrise Financial Services, LLC History New 150 8 0.01% 1916 +150 New Q4 2025 Feb 11, 2026
Tower View Wealth Management LLC History Added to 154 8 0.0% 0.0% 1914 +1 0.65% Q4 2025 Jan 23, 2026
Morton Brown Family Wealth, LLC History No change 154 8 0.0% 0.0% 1915 0 0.0% Q4 2025 Jan 28, 2026
Global Trust Asset Management, LLC History Reduced 137 7 0.0% 0.07% 1922 -2,552 -94.91% Q4 2025 Jan 20, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 133 7 0.0% 0.0% 1920 -85 -38.99% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Reduced 133 7 0.0% 0.0% 1925 -81 -37.85% Q4 2025 Feb 03, 2026
Quaker Wealth Management, LLC History Added to 141 7 0.0% 0.0% 1923 +26 22.61% Q4 2025 Jan 28, 2026
GODSEY & GIBB, INC History Added to 129 7 0.0% 0.0% 1918 +20 18.35% Q4 2025 Jan 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 141 7 0.0% 0.0% 1917 -10 -6.62% Q4 2025 Feb 09, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 120 7 0.0% 0.0% 1919 0 0.0% Q4 2025 Feb 13, 2026
Glassman Wealth Services History No change 141 7 0.0% 0.0% 1921 0 0.0% Q4 2025 Jan 28, 2026
Fortis Group Advisors, LLC History No change 144 7 0.0% 0.0% 1924 0 0.0% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History New 117 6 0.0% 1926 +117 New Q4 2025 Feb 17, 2026
Costello Asset Management, INC History No change 127 6 0.0% 0.0% 1927 0 0.0% Q4 2025 Feb 03, 2026
Cherry Tree Wealth Management, LLC History No change 121 6 0.0% 0.0% 1928 0 0.0% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Reduced 95 5 0.0% 0.01% 1930 -761 -88.9% Q4 2025 Jan 28, 2026
Valued Wealth Advisors LLC History New 104 5 0.0% 1932 +104 New Q4 2025 Jan 30, 2026
Godfrey Financial Associates, Inc. History New 102 5 0.0% 1933 +102 New Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History New 93 5 0.0% 1929 +93 New Q4 2025 Feb 18, 2026
Financial Gravity Asset Management, Inc. History No change 97 5 0.0% 0.0% 1931 0 0.0% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 75 4 0.0% 0.02% 1938 -642 -89.54% Q4 2025 Feb 10, 2026
Bruce G. Allen Investments, LLC History New 77 4 0.0% 1937 +77 New Q4 2025 Feb 10, 2026
PMV Capital Advisers, LLC History New 74 4 0.01% 1936 +74 New Q4 2025 Jan 08, 2026
Palouse Capital Management, Inc. History No change 75 4 0.0% 0.0% 1934 0 0.0% Q4 2025 Jan 23, 2026
Daiwa Securities Group Inc. History No change 72 4 0.0% 0.0% 1935 0 0.0% Q4 2025 Feb 11, 2026
Commonwealth Retirement Investments LLC History New 73 3 0.0% 1944 +73 New Q4 2025 Feb 11, 2026
DecisionPoint Financial, LLC History Reduced 55 3 0.0% 0.0% 1942 -5 -8.33% Q4 2025 Jan 29, 2026
ATWOOD & PALMER INC History No change 57 3 0.0% 0.0% 1939 0 0.0% Q4 2025 Jan 28, 2026
IFS Advisors, LLC History No change 60 3 0.0% 0.0% 1940 0 0.0% Q4 2025 Jan 09, 2026
Citizens National Bank Trust Department History No change 60 3 0.0% 0.0% 1941 0 0.0% Q4 2025 Jan 30, 2026
Creative Capital Management Investments LLC History No change 73 3 0.0% 0.0% 1943 0 0.0% Q4 2025 Jan 23, 2026
Winthrop Capital Management, LLC History No change 50 3 0.0% 0.0% 1945 0 0.0% Q4 2025 Feb 10, 2026
Abound Wealth Management History Reduced 45 2 0.0% 0.0% 1947 -292 -86.65% Q4 2025 Jan 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 44 2 0.0% 1948 +44 New Q4 2025 Feb 11, 2026
POM Investment Strategies, LLC History Added to 41 2 0.0% 0.0% 1946 +1 2.5% Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History No change 27 1 0.0% 0.0% 1949 0 0.0% Q4 2025 Jan 22, 2026
Centerpoint Advisors, LLC History No change 25 1 0.0% 0.0% 1950 0 0.0% Q4 2025 Feb 13, 2026
Compass Financial Services Inc History No change 20 1 0.0% 0.0% 1951 0 0.0% Q4 2025 Feb 27, 2026
PointState Capital LP History Closed out 0 0 0.8% -1,000,000 -100.0% Q3 2025 Nov 14, 2025
CSM Advisors, LLC History Closed out 0 0 1.04% -688,900 -100.0% Q3 2025 Nov 14, 2025
New Harbor Financial Group, LLC History Closed out 0 0 5.57% -510,406 -100.0% Q3 2025 Nov 07, 2025
111 Capital History Closed out 0 0 5.13% -502,421 -100.0% Q3 2025 Nov 12, 2025
EMG Holdings, L.P. History Closed out 0 0 10.12% -500,000 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.07% -335,995 -100.0% Q3 2025 Nov 10, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.18% -214,000 -100.0% Q3 2025 Nov 14, 2025
MARINER INVESTMENT GROUP LLC History Closed out 0 0 0.01% -200,000 -100.0% Q3 2025 Nov 14, 2025
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 0.41% -180,000 -100.0% Q3 2025 Nov 07, 2025
Perbak Capital Partners LLP History Closed out 0 0 1.65% -174,435 -100.0% Q3 2025 Nov 13, 2025
Compton Financial Group, LLC History Closed out 0 0 2.04% -157,389 -100.0% Q3 2025 Nov 12, 2025
BlueStem Wealth Partners, LLC History Closed out 0 0 0.85% -137,553 -100.0% Q3 2025 Nov 12, 2025
Sharp Wealth Advisory, LLC History Closed out 0 0 3.73% -127,360 -100.0% Q3 2025 Oct 28, 2025
Leicht Financial Planning & Wealth Management, Inc. History Closed out 0 0 2.37% -97,558 -100.0% Q3 2025 Nov 05, 2025
Concentric Capital Strategies, LP History Closed out 0 0 0.21% -88,382 -100.0% Q3 2025 Nov 14, 2025
Financial Enhancement Group LLC History Closed out 0 0 0.62% -86,150 -100.0% Q3 2025 Oct 09, 2025
Capula Management Ltd History Closed out 0 0 0.02% -80,000 -100.0% Q3 2025 Nov 14, 2025
Private Advisory Group LLC History Closed out 0 0 0.34% -75,994 -100.0% Q3 2025 Nov 10, 2025
Quantessence Capital LLC History Closed out 0 0 1.22% -71,707 -100.0% Q3 2025 Nov 14, 2025
Strategic Financial Partners, Ltd. History Closed out 0 0 1.74% -70,701 -100.0% Q3 2025 Nov 06, 2025
Midwest Professional Planners, LTD. History Closed out 0 0 0.75% -57,006 -100.0% Q3 2025 Nov 04, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.07% -51,235 -100.0% Q3 2025 Oct 14, 2025
WIN ADVISORS, INC History Closed out 0 0 1.16% -44,255 -100.0% Q3 2025 Nov 04, 2025
CAMPBELL CAPITAL MANAGEMENT INC History Closed out 0 0 0.88% -42,501 -100.0% Q3 2025 Nov 19, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.34% -42,303 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -40,000 -100.0% Q3 2025 Nov 14, 2025
MARSHALL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 1.11% -38,811 -100.0% Q3 2025 Nov 14, 2025
Miller Investment Management, LP History Closed out 0 0 0.2% -37,042 -100.0% Q3 2025 Nov 10, 2025
CTC LLC History Closed out 0 0 0.03% -34,869 -100.0% Q3 2025 Dec 15, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -32,121 -100.0% Q3 2025 Nov 13, 2025
Leslie Global Wealth, LLC History Closed out 0 0 0.75% -29,603 -100.0% Q3 2025 Oct 22, 2025
NWI MANAGEMENT LP History Closed out 0 0 0.07% -26,000 -100.0% Q3 2025 Dec 05, 2025
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -18,511 -100.0% Q3 2025 Oct 14, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.1% -17,200 -100.0% Q3 2025 Nov 17, 2025
FSA WEALTH PARTNERS, INC. History Closed out 0 0 0.33% -16,112 -100.0% Q3 2025 Nov 04, 2025
NAVELLIER & ASSOCIATES INC History Closed out 0 0 0.08% -15,420 -100.0% Q3 2025 Nov 06, 2025
Guardian Partners Inc. History Closed out 0 0 0.06% -13,886 -100.0% Q3 2025 Nov 13, 2025
Flagship Private Wealth, LLC History Closed out 0 0 0.3% -13,848 -100.0% Q3 2025 Nov 03, 2025
SIH Partners, LLLP History Closed out 0 0 0.02% -13,407 -100.0% Q3 2025 Nov 14, 2025
Fiera Capital Corp History Closed out 0 0 0.0% -13,314 -100.0% Q3 2025 Nov 07, 2025
JBGlobal.com LLC History Closed out 0 0 0.71% -12,921 -100.0% Q3 2025 Oct 06, 2025
BANK OF HAWAII History Closed out 0 0 0.03% -12,662 -100.0% Q3 2025 Nov 14, 2025
Finley Financial, LLC History Closed out 0 0 0.3% -11,965 -100.0% Q3 2025 Oct 23, 2025
Davies Financial Advisors, Inc. History Closed out 0 0 0.51% -11,753 -100.0% Q3 2025 Oct 15, 2025
Blue Door Asset Management, LLC History Closed out 0 0 0.31% -11,100 -100.0% Q3 2025 Nov 14, 2025
WMG Financial Advisors, LLC History Closed out 0 0 0.18% -10,138 -100.0% Q3 2025 Oct 23, 2025
Glaxis Capital Management, LLC History Closed out 0 0 0.89% -10,000 -100.0% Q3 2025 Nov 07, 2025
Jupiter Wealth Management LLC History Closed out 0 0 0.25% -10,000 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -9,603 -100.0% Q3 2025 Nov 12, 2025