SELECT SECTOR SPDR TRUST - XLI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 44,103,413 6,841,321 2.37% 0.08% 1 +42,750,105 3158.93% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 11,835,545 1,835,929 0.13% 0.12% 2 +429,767 3.77% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 9,884,699 1,533,314 0.09% 0.08% 3 +835,625 9.23% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 9,835,038 1,525,611 0.1% 0.1% 4 -622,963 -5.96% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 9,700,052 1,504,672 0.18% 0.19% 5 -291,426 -2.92% Q4 2025 Mar 25, 2026
Elliott Investment Management L.P. History No change 7,500,000 1,163,400 5.15% 5.09% 6 0 0.0% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 6,607,181 1,024,905 0.19% 0.15% 7 +1,585,209 31.57% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 5,292,206 820,926 0.36% 1.37% 8 -14,576,808 -73.36% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 5,226,702 810,766 0.13% 0.16% 9 -1,281,567 -19.69% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 4,914,079 762,271 0.21% 0.22% 10 +84,753 1.75% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,820,046 747,685 0.09% 0.06% 11 +1,635,046 51.34% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 4,028,000 624,823 1.05% 0.87% 12 +928,000 29.94% Q4 2025 Feb 13, 2026
Phoenix Financial Ltd. History Added to 3,950,353 612,777 6.64% 2.86% 13 +2,430,047 159.84% Q4 2025 Feb 05, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 3,874,240 600,972 2.82% 2.76% 14 +345,400 9.79% Q4 2025 Feb 12, 2026
Gates Capital Management, Inc. History Reduced 3,315,000 514,222 13.54% 31.73% 15 -8,185,000 -71.17% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 3,262,446 506,086 4.35% 5.99% 16 -343,110 -9.52% Q4 2025 Jan 28, 2026
Fisher Asset Management, LLC History Added to 3,119,968 483,969 0.17% 0.17% 17 +102,667 3.4% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Added to 2,994,656 464,561 0.1% 0.1% 18 +308,135 11.47% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,946,025 456,987 0.07% 0.06% 19 +449,371 18.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,824,657 438,160 0.13% 0.13% 20 -153,485 -5.15% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 2,216,939 343,891 0.05% 0.03% 21 +987,294 80.29% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,188,102 339,418 0.11% 0.1% 22 +134,595 6.55% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 2,078,231 322,375 0.37% 0.52% 23 +3,818 0.18% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,904,414 295,412 0.13% 0.28% 24 -1,477,919 -43.7% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 1,721,789 267,084 0.04% — 25 +1,721,789 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 1,614,320 250,413 0.4% 0.45% 26 +833 0.05% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,572,646 243,948 0.1% 0.08% 27 +377,993 31.64% Q4 2025 Feb 17, 2026
ING GROEP NV History No change 1,419,576 220,204 1.33% 1.18% 28 0 0.0% Q4 2025 Feb 11, 2026
PGIM Custom Harvest LLC History Reduced 1,171,551 181,730 2.68% 2.77% 29 -19,960 -1.68% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 1,170,503 181,568 0.19% 0.03% 30 +973,842 495.19% Q4 2025 Feb 13, 2026
FACTORY MUTUAL INSURANCE CO History No change 923,500 143,253 1.45% 1.39% 31 0 0.0% Q4 2025 Jan 23, 2026
Jain Global LLC History Reduced 907,000 140,693 0.68% 0.71% 32 -64,700 -6.66% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 878,382 136,254 0.27% 0.19% 33 +79,706 9.98% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 752,427 116,716 0.28% 0.27% 34 +86,914 13.06% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 718,549 111,461 1.29% 1.44% 35 +10,232 1.44% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 714,399 110,864 0.16% 0.17% 36 -55,573 -7.22% Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Added to 662,800 102,814 0.84% 0.78% 37 +31,800 5.04% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 659,226 102,259 0.0% 0.0% 38 +274,235 71.23% Q4 2025 Feb 12, 2026
MIRAE ASSET SECURITIES (USA) INC. History Added to 650,382 100,887 2.78% 3.06% 39 +382 0.06% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 650,218 100,861 0.11% 0.12% 40 -16,147 -2.42% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 639,949 99,268 0.18% 369.11% 41 +124,467 24.15% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 636,922 98,799 0.11% 0.0% 42 +622,122 4203.53% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 589,826 91,493 0.08% 0.02% 43 +459,583 352.87% Q4 2025 Feb 13, 2026
AGF MANAGEMENT LTD History Added to 579,320 89,864 0.39% 0.28% 44 +173,167 42.64% Q4 2025 Feb 17, 2026
Clal Insurance Enterprises Holdings Ltd History No change 567,000 87,953 0.57% 0.67% 45 0 0.0% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 500,287 77,604 0.14% 0.13% 46 +61,509 14.02% Q4 2025 Mar 16, 2026
Align Financial, LLC History New 77,560 77,560 0.04% — 47 +77,560 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 495,382 76,843 0.16% 0.19% 48 -88,541 -15.16% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Added to 479,716 74,413 0.07% 0.07% 49 +11,108 2.37% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 475,240 73,719 0.39% 0.35% 50 +84,252 21.55% Q4 2025 Feb 13, 2026
PEAK6 LLC History Added to 474,819 73,653 0.14% 0.08% 51 +109,719 30.05% Q4 2025 Mar 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 463,001 72,024 0.13% 0.02% 52 +382,284 473.61% Q4 2025 Feb 05, 2026
Advisory Alpha, LLC History Reduced 449,853 69,782 1.9% 2.55% 53 -144,005 -24.25% Q4 2025 Feb 06, 2026
RiverFront Investment Group, LLC History Added to 438,567 68,030 1.12% 1.19% 54 +168 0.04% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 428,841 66,521 0.09% 0.08% 55 +33,904 8.58% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 425,956 66,074 0.07% 0.05% 56 +138,856 48.37% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 392,966 60,956 0.08% 0.05% 57 +128,366 48.51% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 392,073 60,818 0.01% 0.01% 58 +3,878 1.0% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 377,813 58,606 0.11% 0.11% 59 +23,230 6.55% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 374,500 58,092 0.4% — 60 +374,500 New Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 369,500 57,316 0.06% 0.06% 61 +50,000 15.65% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 366,715 56,884 0.01% 0.01% 62 +25,567 7.49% Q4 2025 Feb 11, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 362,774 56,273 3.67% 3.76% 63 0 0.0% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Reduced 360,588 55,934 0.26% 0.28% 64 -6,164 -1.68% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 351,387 54,507 0.06% 0.06% 65 -18,727 -5.06% Q4 2025 Feb 06, 2026
NATIXIS History Reduced 350,617 54,387 0.19% 0.25% 66 -1,041 -0.3% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History New 342,265 53,092 0.02% — 67 +342,265 New Q4 2025 Feb 17, 2026
Trust Asset Management LLC History Reduced 342,261 53,091 3.62% 3.76% 68 -12,603 -3.55% Q4 2025 Jan 13, 2026
ALPS ADVISORS INC History Added to 339,299 52,632 0.31% 0.27% 69 +29,406 9.49% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 337,814 52,401 0.07% 0.07% 70 -10,711 -3.07% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 341,310 51,885 0.08% 0.1% 71 -36,695 -9.71% Q4 2025 Feb 18, 2026
J.Safra Asset Management Corp History Added to 327,617 50,819 2.67% 2.89% 72 +19,487 6.32% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Added to 316,974 49,169 0.07% 0.07% 73 +6,866 2.21% Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 303,642 47,100 0.75% 0.08% 74 +270,591 818.71% Q4 2025 Jan 13, 2026
Bellwether Advisors, LLC History Reduced 297,600 46,163 7.37% 7.61% 75 -994 -0.33% Q4 2025 Feb 09, 2026
Trilogy Capital Inc. History Added to 297,494 46,147 2.06% 1.04% 76 +151,450 103.7% Q4 2025 Jan 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 277,497 43,045 0.02% 0.03% 77 -4,605 -1.63% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 273,947 42,495 0.1% 0.1% 78 +5,789 2.16% Q4 2025 Feb 11, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 256,851 39,842 1.28% 1.29% 79 -2,731 -1.05% Q4 2025 Feb 13, 2026
Arosa Capital Management LP History No change 250,000 38,780 4.88% 8.47% 80 0 0.0% Q4 2025 Feb 17, 2026
GREENWOOD GEARHART INC History Added to 246,725 38,272 2.11% 2.18% 81 +1,335 0.54% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Added to 245,002 38,004 0.06% 0.03% 82 +119,366 95.01% Q4 2025 Feb 11, 2026
FIL Ltd History Reduced 240,710 37,338 0.03% 0.03% 83 -7,221 -2.91% Q4 2025 Feb 17, 2026
Perbak Capital Partners LLP History Reduced 239,314 37,122 11.33% 12.14% 84 -207,930 -46.49% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 238,835 37,048 0.31% 0.29% 85 +226 0.09% Q4 2025 Jan 05, 2026
Cullen Capital Management, LLC History Added to 237,878 36,899 0.4% 0.01% 86 +230,493 3121.1% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 236,370 36,665 0.04% 0.05% 87 +7,457 3.26% Q4 2025 Feb 13, 2026
Biltmore Wealth Management, LLC History Reduced 224,016 34,749 13.12% 13.4% 88 -3,678 -1.62% Q4 2025 Jan 16, 2026
1832 Asset Management L.P. History Reduced 222,015 34,438 0.03% 0.03% 89 -4,434 -1.96% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 216,890 33,644 0.42% 0.44% 90 -2,537 -1.16% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 216,356 33,561 0.02% 0.02% 91 +28,770 15.34% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 200,000 31,024 0.06% 0.06% 92 -1,539 -0.76% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 195,500 30,325 0.08% 0.08% 93 +9,200 4.94% Q4 2025 Feb 17, 2026
New Harbor Financial Group, LLC History Added to 189,965 29,467 5.4% 5.72% 94 +6,847 3.74% Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Reduced 186,854 28,984 0.03% 0.04% 95 -6,778 -3.5% Q4 2025 Jan 30, 2026
Twin Tree Management, LP History Added to 177,700 27,564 0.24% 0.07% 96 +65,100 57.82% Q4 2025 Feb 11, 2026
Flaharty Asset Management, LLC History Added to 172,675 26,785 3.35% 3.36% 97 +952 0.55% Q4 2025 Feb 06, 2026
Stonebridge Financial Group, LLC History Added to 171,163 26,550 2.27% 0.05% 98 +167,148 4163.09% Q4 2025 Jan 21, 2026
Cambridge Investment Research Advisors, Inc. History Added to 170,451 26,440 0.07% 0.07% 99 +4,810 2.9% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Reduced 167,285 25,949 0.08% 0.09% 100 -20,943 -11.13% Q4 2025 Feb 02, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 166,442 25,818 1.74% 1.79% 101 +1,884 1.14% Q4 2025 Jan 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 164,925 25,583 0.34% 0.38% 102 -5,231 -3.07% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 164,902 25,579 0.01% 0.0% 103 +73,899 81.21% Q4 2025 Feb 13, 2026
Swan Global Investments, LLC History Reduced 159,955 24,812 0.73% 0.89% 104 -46,330 -22.46% Q4 2025 Feb 11, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 157,021 24,357 1.41% 1.44% 105 +1,140 0.73% Q4 2025 Jan 22, 2026
Creative Planning History Added to 153,125 23,752 0.02% 0.02% 106 +3,957 2.65% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 149,621 23,209 0.81% 0.75% 107 +8,783 6.24% Q4 2025 Feb 13, 2026
Elo Mutual Pension Insurance Co History New 149,131 23,133 0.35% — 108 +149,131 New Q4 2025 Feb 12, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 149,120 23,131 4.54% 4.71% 109 0 0.0% Q4 2025 Feb 11, 2026
Walleye Capital LLC History Added to 147,167 22,828 0.07% 0.08% 110 +9,000 6.51% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 137,284 22,566 0.77% 0.76% 111 +5,249 3.98% Q4 2025 Jan 27, 2026
FMR LLC History Added to 144,979 22,489 0.0% 0.0% 112 +10,842 8.08% Q4 2025 Feb 17, 2026
Quantitative Investment Management, LLC History Added to 139,324 21,611 2.1% 0.09% 113 +135,084 3185.94% Q4 2025 Feb 17, 2026
Concord Investment Counsel Inc. History Reduced 139,101 21,577 7.01% 6.94% 114 -2,633 -1.86% Q4 2025 Feb 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 138,742 21,521 0.51% 0.52% 115 +2,266 1.66% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Reduced 138,426 21,472 0.12% 0.11% 116 -13,742 -9.03% Q4 2025 Jan 29, 2026
WCG Wealth Advisors LLC History Added to 135,082 20,954 0.59% 0.49% 117 +83,984 164.36% Q4 2025 Feb 10, 2026
AE Wealth Management LLC History Added to 133,896 20,770 0.12% 0.12% 118 +8,393 6.69% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 133,494 20,707 0.54% 0.61% 119 +3,595 2.77% Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Added to 130,058 20,174 0.31% 0.22% 120 +41,495 46.85% Q4 2025 Jan 13, 2026
Nelson Capital Management, LLC History Reduced 129,065 20,020 2.34% 2.41% 121 -2,157 -1.64% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 126,677 19,650 0.0% 0.0% 122 -5,150 -3.91% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 126,067 19,555 0.13% 0.16% 123 -13,541 -9.7% Q4 2025 Feb 17, 2026
COUNTRY TRUST BANK History Added to 125,145 19,412 0.35% 0.01% 124 +121,897 3752.99% Q4 2025 Jan 21, 2026
AlphaStar Capital Management, LLC History Added to 122,212 18,957 1.39% 0.03% 125 +119,804 4975.25% Q4 2025 Feb 02, 2026
NewSquare Capital LLC History Reduced 122,016 18,927 1.67% 1.41% 126 -12,636 -9.38% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 245,433 18,921 0.03% 0.02% 127 +145,650 145.97% Q4 2025 Mar 09, 2026
Rothschild Capital Partners, LLC History Reduced 121,111 18,786 4.41% 5.85% 128 -39,410 -24.55% Q4 2025 Feb 17, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 121,055 18,777 4.32% — 129 +121,055 New Q4 2025 Feb 03, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 119,290 18,504 0.23% 0.18% 130 +10,683 9.84% Q4 2025 Feb 02, 2026
IHT Wealth Management, LLC History Reduced 113,533 17,611 0.43% 0.45% 131 -1,158 -1.01% Q4 2025 Feb 17, 2026
Strategic Point Investment Advisors, LLC History Added to 113,283 17,572 2.43% 2.46% 132 +1,988 1.79% Q4 2025 Jan 15, 2026
Round Rock Advisors LLC History Added to 111,086 17,231 2.59% 2.68% 133 +1,378 1.26% Q4 2025 Jan 27, 2026
IMZ Advisory Inc History Reduced 110,617 17,158 6.28% 6.68% 134 -5,736 -4.93% Q4 2025 Jan 21, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 107,869 16,732 0.28% 0.29% 135 -1,006 -0.92% Q4 2025 Jan 28, 2026
Spire Wealth Management History Reduced 107,837 16,727 0.56% 0.59% 136 -4,483 -3.99% Q4 2025 Jan 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 106,300 16,489 0.03% — 137 +106,300 New Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Reduced 103,301 16,024 0.08% 0.13% 138 -75,058 -42.08% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Reduced 102,951 15,969 0.07% 0.07% 139 -2,487 -2.36% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 102,064 15,832 0.29% 0.3% 140 -1,071 -1.04% Q4 2025 Jan 23, 2026
SCOPUS ASSET MANAGEMENT, L.P. History Reduced 100,000 15,512 0.25% 0.42% 141 -100,000 -50.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 95,685 14,839 0.09% 0.05% 142 +42,741 80.73% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 90,726 14,758 0.02% 0.02% 143 +5,960 7.03% Q4 2025 Jan 08, 2026
Summit Trail Advisors, LLC History Reduced 94,387 14,641 0.25% 0.24% 144 -17,127 -15.36% Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Reduced 94,215 14,614 0.78% 0.83% 145 -2,685 -2.77% Q4 2025 Jan 29, 2026
Wharton Business Group, LLC History Reduced 93,641 14,525 0.55% 0.63% 146 -150 -0.16% Q4 2025 Feb 11, 2026
Trek Financial, LLC History Reduced 93,561 14,513 0.84% 0.91% 147 -5,323 -5.38% Q4 2025 Feb 04, 2026
WBH ADVISORY INC History Reduced 90,919 14,103 1.04% 1.1% 148 -2,735 -2.92% Q4 2025 Jan 26, 2026
MARTIN & CO INC /TN/ History Added to 89,227 13,840 2.38% 2.38% 149 +2,392 2.75% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 88,716 13,761 0.05% 0.05% 150 +10,801 13.86% Q4 2025 Feb 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 87,742 13,610 0.02% — 151 +87,742 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 87,093 13,509 0.07% 0.14% 152 -76,133 -46.64% Q4 2025 Feb 12, 2026
Chicago Wealth Management, Inc. History Added to 87,043 13,502 5.43% 5.84% 153 +105 0.12% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 86,234 13,376 0.08% 0.09% 154 -3,731 -4.15% Q4 2025 Feb 13, 2026
INNEALTA CAPITAL, LLC History Reduced 83,731 12,988 7.03% 6.58% 155 -1,674 -1.96% Q4 2025 Jan 30, 2026
PFG Advisors History Reduced 82,659 12,822 0.62% 0.56% 156 -6,487 -7.28% Q4 2025 Jan 27, 2026
FORBES J M & CO LLP History No change 82,117 12,737 1.03% 1.05% 157 0 0.0% Q4 2025 Jan 21, 2026
NTV ASSET MANAGEMENT LLC History Added to 81,883 12,701 1.35% 1.36% 158 +849 1.05% Q4 2025 Jan 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 80,551 12,495 0.03% 0.01% 159 +66,480 472.46% Q4 2025 Feb 11, 2026
Onyx Bridge Wealth Group LLC History Added to 80,314 12,458 1.33% 0.09% 160 +75,221 1476.95% Q4 2025 Feb 18, 2026
Long Run Wealth Advisors, LLC History Added to 79,606 12,348 2.33% 2.3% 161 +3,706 4.88% Q4 2025 Feb 02, 2026
EP Wealth Advisors, LLC History New 79,535 12,337 0.06% — 162 +79,535 New Q4 2025 Feb 18, 2026
COMERICA BANK History Reduced 79,500 12,331 0.05% 0.05% 163 -76 -0.1% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Reduced 78,303 12,146 0.07% 0.07% 164 -180 -0.23% Q4 2025 Feb 03, 2026
CREDIT AGRICOLE S A History Added to 78,118 12,117 0.03% 0.01% 165 +46,456 146.72% Q4 2025 Feb 17, 2026
Stillwater Capital Advisors, LLC History Reduced 77,430 12,011 1.29% 1.36% 166 -664 -0.85% Q4 2025 Jan 14, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 75,364 11,681 0.1% 0.87% 167 -552,788 -88.0% Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Reduced 75,203 11,665 0.44% 0.51% 168 -10,816 -12.57% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 74,396 11,540 0.03% 0.03% 169 +20,143 37.13% Q4 2025 Jan 26, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 73,358 11,379 0.09% 0.08% 170 -206 -0.28% Q4 2025 Feb 17, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 72,794 11,291 1.55% 0.07% 171 +69,422 2058.78% Q4 2025 Jan 23, 2026
Tamar Securities, LLC History Added to 72,063 11,178 1.18% 1.22% 172 +2,461 3.54% Q4 2025 Feb 13, 2026
JMAC ENTERPRISES LLC History Added to 72,004 11,169 2.13% 2.17% 173 +892 1.25% Q4 2025 Jan 21, 2026
Ayalon Insurance Comp Ltd. History Added to 71,718 11,125 2.7% 2.45% 174 +8,860 14.1% Q4 2025 Jan 12, 2026
Pathstone Holdings, LLC History New 71,163 11,038 0.04% — 175 +71,163 New Q4 2025 Feb 13, 2026
TRITONPOINT WEALTH, LLC History Reduced 70,543 10,942 1.11% 0.96% 176 -1,710 -2.37% Q4 2025 Jan 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 69,492 10,777 0.01% 0.01% 177 +1,908 2.82% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 69,167 10,729 0.19% 0.21% 178 +2,202 3.29% Q4 2025 Jan 13, 2026
SG Americas Securities, LLC History Reduced 67,458 10,464 0.01% 0.07% 179 -70,586 -51.13% Q4 2025 Jan 09, 2026
Chevy Chase Trust Holdings, LLC History Added to 67,200 10,424 0.03% 0.02% 180 +23,413 53.47% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 66,971 10,388 0.61% 0.63% 181 +6,650 11.02% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 66,781 10,359 0.02% 0.01% 182 +20,970 45.78% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 65,816 10,169 0.03% 0.03% 183 +2,212 3.48% Q4 2025 Feb 10, 2026
Sharper & Granite LLC History Reduced 65,255 10,122 3.57% 3.62% 184 -258 -0.39% Q4 2025 Jan 27, 2026
Private Wealth Advisors, LLC History Added to 64,276 9,970 3.19% 3.0% 185 +6,440 11.13% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 63,740 9,887 0.14% 0.14% 186 +1,995 3.23% Q4 2025 Feb 17, 2026
Clarity Financial LLC History Added to 62,393 9,678 0.9% 0.42% 187 +35,264 129.99% Q4 2025 Jan 28, 2026
Concurrent Investment Advisors, LLC History Added to 61,798 9,586 0.11% 0.13% 188 +13,064 26.81% Q4 2025 Jan 29, 2026
Salomon & Ludwin, LLC History Reduced 59,859 9,568 0.85% 0.85% 189 -1,314 -2.15% Q4 2025 Jan 28, 2026
Senator Investment Group LP History New 61,274 9,504 0.38% — 190 +61,274 New Q4 2025 Feb 13, 2026
Opal Wealth Advisors, LLC History Added to 61,028 9,466 2.47% 2.57% 191 +1,048 1.75% Q4 2025 Jan 26, 2026
Volterra Technologies LP History Added to 60,888 9,444 0.95% 0.23% 192 +43,182 243.88% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History New 60,770 9,426 0.79% — 193 +60,770 New Q4 2025 Feb 02, 2026
HSBC HOLDINGS PLC History Reduced 59,839 9,314 0.0% 0.02% 194 -121,636 -67.03% Q4 2025 Mar 20, 2026
Busey Bank History Added to 59,351 9,206 0.24% 0.25% 195 +366 0.62% Q4 2025 Jan 27, 2026
Shira Ridge Wealth Management History Added to 59,144 9,174 3.69% 3.75% 196 +1,799 3.14% Q4 2025 Jan 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 58,018 9,000 0.41% 0.41% 197 +951 1.67% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 57,958 8,989 0.03% 0.01% 198 +46,388 400.93% Q4 2025 Feb 12, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 57,372 8,899 0.64% 0.67% 199 -829 -1.42% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 57,229 8,877 0.05% 0.05% 200 +11,457 25.03% Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 56,494 8,763 1.18% 1.31% 201 +3,460 6.52% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 55,969 8,681 0.07% 0.08% 202 +4,017 7.73% Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 55,251 8,570 0.95% — 203 +55,251 New Q4 2025 Feb 13, 2026
TRUST CO OF OKLAHOMA History Added to 54,897 8,515 2.48% 2.42% 204 +1,920 3.62% Q4 2025 Jan 14, 2026
Vickerman Investment Advisors, Inc. History Added to 54,561 8,463 1.69% 1.66% 205 +1,264 2.37% Q4 2025 Feb 12, 2026
Premier Path Wealth Partners, LLC History Reduced 53,838 8,351 1.08% 1.14% 206 -3,580 -6.23% Q4 2025 Jan 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 52,568 8,154 0.0% — 207 +52,568 New Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 52,380 8,125 0.21% 0.03% 208 +42,125 410.78% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 52,343 8,119 0.12% 0.09% 209 +4,010 8.3% Q4 2025 Feb 02, 2026
Verition Fund Management LLC History Added to 51,829 8,039 0.03% 0.01% 210 +32,800 172.37% Q4 2025 Feb 13, 2026
Compass Wealth Management, LLC/GA History Added to 51,628 8,008 3.3% 3.18% 211 +5,100 10.96% Q4 2025 Feb 17, 2026
BlueStem Wealth Partners, LLC History New 51,280 7,954 0.88% — 212 +51,280 New Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 50,539 7,839 0.1% — 213 +50,539 New Q4 2025 Feb 17, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History New 50,000 7,756 1.52% — 214 +50,000 New Q4 2025 Jan 15, 2026
Centiva Capital, LP History No change 50,000 7,756 0.06% 0.07% 215 0 0.0% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 49,700 7,709 0.17% 0.27% 216 -1,416 -2.77% Q4 2025 Feb 05, 2026
NOMURA HOLDINGS INC History New 49,500 7,678 0.01% — 217 +49,500 New Q4 2025 Feb 17, 2026
BURNS J W & CO INC/NY History Reduced 48,725 7,558 0.84% 0.86% 218 -407 -0.83% Q4 2025 Jan 12, 2026
Quantinno Capital Management LP History Added to 47,717 7,401 0.01% 0.02% 219 +3,619 8.21% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 47,312 7,339 0.14% 0.14% 220 +3,751 8.61% Q4 2025 Jan 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 47,230 7,326 0.0% 0.0% 221 +18,851 66.43% Q4 2025 Feb 10, 2026
HANCOCK WHITNEY CORP History Added to 47,186 7,319 0.13% 0.13% 222 +250 0.53% Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Added to 46,893 7,274 1.37% 1.39% 223 +362 0.78% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 46,171 7,162 0.06% 0.06% 224 +4,264 10.17% Q4 2025 Jan 26, 2026
Essex LLC History Added to 45,775 7,100 1.26% 1.24% 225 +1,316 2.96% Q4 2025 Jan 20, 2026
Cornerstone Wealth Group, LLC History Reduced 45,770 7,099 0.49% 0.48% 226 -641 -1.38% Q4 2025 Jan 26, 2026
SPINNAKER TRUST History Reduced 44,774 6,945 0.37% 0.39% 227 -918 -2.01% Q4 2025 Feb 10, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 44,609 6,919 0.75% 0.76% 228 -855 -1.88% Q4 2025 Jan 20, 2026
Keystone Global Partners, LLC History Added to 44,003 6,825 3.0% 2.74% 229 +9,096 26.06% Q4 2025 Jan 14, 2026
Intrua Financial, LLC History Reduced 43,941 6,816 0.72% 0.8% 230 -3,738 -7.84% Q4 2025 Feb 05, 2026
Magnus Financial Group LLC History Added to 43,804 6,794 0.52% 0.51% 231 +1,702 4.04% Q4 2025 Jan 07, 2026
THOR TRADING ADVISORS, LLC History Added to 43,335 6,778 2.81% 2.64% 232 +9,625 28.55% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 43,229 6,705 0.08% 0.08% 233 -15,381 -26.24% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 43,081 6,682 0.05% 0.05% 234 +2,807 6.97% Q4 2025 Feb 18, 2026
One Wealth Map LLC History Added to 39,681 6,647 3.38% 3.13% 235 +1,403 3.67% Q4 2025 Feb 04, 2026
Envestnet Portfolio Solutions, Inc. History Added to 42,574 6,604 0.02% 0.02% 236 +4,356 11.4% Q4 2025 Feb 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 41,458 6,549 0.01% 0.01% 237 -862 -2.04% Q4 2025 Jan 15, 2026
Orange Investment Advisors, Inc. History Reduced 41,595 6,452 0.71% 0.69% 238 -1,274 -2.97% Q4 2025 Feb 06, 2026
Capital Planning Advisors, LLC History Added to 41,501 6,437 0.86% 0.85% 239 +1,417 3.54% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Reduced 41,270 6,401 0.68% 0.68% 240 -1,041 -2.46% Q4 2025 Jan 27, 2026
BANK HAPOALIM BM History Added to 41,229 6,395 0.56% 0.78% 241 +303 0.74% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 40,961 6,353 0.11% 0.08% 242 +12,991 46.45% Q4 2025 Feb 17, 2026
Rye Brook Capital LLC History No change 40,715 6,316 5.9% 3.27% 243 0 0.0% Q4 2025 Jan 27, 2026
Winthrop Capital Management, LLC History Added to 40,414 6,269 1.46% 1.51% 244 +66 0.16% Q4 2025 Feb 10, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 40,329 6,255 3.03% 3.0% 245 +47 0.12% Q4 2025 Feb 13, 2026
Simmons Bank History Reduced 40,022 6,208 0.42% 0.42% 246 -538 -1.33% Q4 2025 Feb 05, 2026
Hudson Bay Capital Management LP History Reduced 40,000 6,204 0.02% 0.03% 247 -10,000 -20.0% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Added to 39,813 6,175 0.08% 0.08% 248 +1,435 3.74% Q4 2025 Feb 05, 2026
Canton Hathaway, LLC History Added to 39,712 6,160 1.19% 1.16% 249 +713 1.83% Q4 2025 Jan 21, 2026
Algorithmic Investment Models, LLC History Reduced 39,674 6,154 7.59% 4.16% 250 -999 -2.46% Q4 2025 Feb 10, 2026
CUMBERLAND ADVISORS INC History Added to 39,606 6,143 2.33% 2.29% 251 +875 2.26% Q4 2025 Feb 02, 2026
SCOTIA CAPITAL INC. History Added to 39,430 6,116 0.02% 0.02% 252 +2,910 7.97% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Reduced 39,109 6,066 0.27% 0.3% 253 -40 -0.1% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 38,864 6,028 0.07% 0.07% 254 +138 0.36% Q4 2025 Feb 02, 2026
Stockman Wealth Management, Inc. History Added to 38,696 6,002 0.7% 0.67% 255 +3,465 9.84% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Added to 38,696 6,002 0.13% 0.13% 256 +1,512 4.07% Q4 2025 Feb 02, 2026
IFG Advisory, LLC History Added to 38,469 5,967 0.26% 0.26% 257 +1,585 4.3% Q4 2025 Feb 10, 2026
Massachusetts Wealth Management History Added to 38,100 5,910 2.75% 2.88% 258 +429 1.14% Q4 2025 Jan 26, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 37,587 5,830 6.05% 5.78% 259 0 0.0% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 37,578 5,829 0.16% 0.16% 260 +2,159 6.1% Q4 2025 Jan 30, 2026
NATIXIS ADVISORS, LLC History Reduced 37,465 5,812 0.01% 0.01% 261 -673 -1.76% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 37,349 5,793 0.07% 0.07% 262 +399 1.08% Q4 2025 Feb 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 37,246 5,777 0.03% 0.02% 263 +18,683 100.65% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 37,205 5,771 0.09% 0.09% 264 +442 1.2% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 36,514 5,664 0.13% 0.16% 265 -3,116 -7.86% Q4 2025 Feb 06, 2026
PATTEN & PATTEN INC/TN History Reduced 36,107 5,600 0.33% 0.33% 266 -95 -0.26% Q4 2025 Feb 03, 2026
FORONJY FINANCIAL LLC History Added to 36,083 5,597 2.34% 2.26% 267 +2,613 7.81% Q4 2025 Feb 03, 2026
AdvisorShares Investments LLC History New 35,986 5,582 0.93% — 268 +35,986 New Q4 2025 Feb 10, 2026
SYKON CAPITAL LLC History Added to 35,583 5,519 1.77% 1.37% 269 +9,041 34.06% Q4 2025 Feb 12, 2026
Sage Capital Advisors,llc History Added to 34,877 5,410 1.29% 1.27% 270 +122 0.35% Q4 2025 Jan 06, 2026
VESTOR CAPITAL, LLC History Reduced 3,947 5,397 0.37% 0.35% 271 -31,151 -88.75% Q4 2025 Feb 11, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 33,254 5,384 2.42% 2.34% 272 -802 -2.35% Q4 2025 Jan 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 34,453 5,344 0.17% 0.16% 273 +4,697 15.79% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 34,360 5,329 0.11% 0.13% 274 -1,969 -5.42% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Added to 33,981 5,271 0.02% 0.02% 275 +1,067 3.24% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Reduced 33,707 5,228 0.41% 0.47% 276 -3,496 -9.4% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 33,664 5,222 0.13% 0.15% 277 -3,150 -8.56% Q4 2025 Jan 29, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 33,645 5,218 0.41% 0.42% 278 -324 -0.95% Q4 2025 Jan 14, 2026
SRB CORP History No change 33,621 5,215 0.29% 0.3% 279 0 0.0% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History Added to 32,929 5,107 0.47% 0.43% 280 +3,340 11.29% Q4 2025 Feb 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 32,683 5,069 3.76% 3.99% 281 +99 0.3% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 32,552 5,049 0.03% 0.02% 282 +15,496 90.85% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History Added to 32,089 4,977 0.09% 0.09% 283 +5,254 19.58% Q4 2025 Feb 06, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 32,010 4,965 1.82% 1.67% 284 +2,881 9.89% Q4 2025 Jan 21, 2026
Orion Porfolio Solutions, LLC History Added to 31,469 4,881 0.04% 0.03% 285 +4,791 17.96% Q4 2025 Feb 12, 2026
Granite Harbor Advisors, Inc. History Added to 31,398 4,870 2.06% 2.0% 286 +493 1.6% Q4 2025 Jan 22, 2026
BLAIR WILLIAM & CO/IL History Reduced 31,131 4,829 0.01% 0.01% 287 -291 -0.93% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Reduced 31,125 4,828 0.39% 0.4% 288 -53 -0.17% Q4 2025 Jan 23, 2026
GUERRA PAN ADVISORS, LLC History Reduced 30,810 4,779 2.84% 2.91% 289 -384 -1.23% Q4 2025 Jan 13, 2026
Anfield Capital Management, LLC History Reduced 30,470 4,726 1.49% 1.48% 290 -2,076 -6.38% Q4 2025 Feb 03, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 30,385 4,713 0.0% 0.0% 291 +912 3.09% Q4 2025 Feb 17, 2026
Galaxy Group Investments LLC History New 30,300 4,700 0.56% — 292 +30,300 New Q4 2025 Mar 23, 2026
Prospera Financial Services Inc History Added to 29,849 4,632 0.08% 0.07% 293 +3,085 11.53% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Added to 29,420 4,563 0.09% 0.1% 294 +1,922 6.99% Q4 2025 Feb 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 29,360 4,554 1.31% 1.26% 295 +2,796 10.53% Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History Reduced 29,222 4,532 0.21% 0.24% 296 -632 -2.12% Q4 2025 Feb 05, 2026
CMH Wealth Management LLC History Reduced 29,179 4,526 0.97% 0.97% 297 -410 -1.39% Q4 2025 Jan 13, 2026
Innova Wealth Partners History Reduced 29,078 4,510 2.27% 2.52% 298 -1,191 -3.93% Q4 2025 Jan 07, 2026
Arrow Investment Advisors, LLC History Reduced 28,975 4,494 4.99% 5.06% 299 -768 -2.58% Q4 2025 Feb 09, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 28,651 4,444 2.48% 2.63% 300 -13 -0.05% Q4 2025 Feb 17, 2026
SIG BROKERAGE, LP History Added to 28,461 4,414 0.14% 0.1% 301 +6,050 27.0% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 28,416 4,407 0.02% 0.02% 302 +6,037 26.98% Q4 2025 Jan 12, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 28,274 4,385 0.55% 0.57% 303 +1,500 5.6% Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 28,202 4,374 0.05% 0.02% 304 +19,793 235.38% Q4 2025 Jan 23, 2026
Maxele Advisors, LLC History Reduced 28,144 4,365 3.55% 3.76% 305 -154 -0.54% Q4 2025 Feb 05, 2026
Allred Capital Management, LLC History Added to 28,132 4,364 1.58% 1.5% 306 +223 0.8% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Added to 27,173 4,343 0.1% 0.1% 307 +508 1.91% Q4 2025 Jan 08, 2026
RFG Advisory, LLC History Reduced 27,782 4,309 0.08% 0.1% 308 -3,525 -11.26% Q4 2025 Feb 03, 2026
Relyea Zuckerberg Hanson LLC History Added to 27,553 4,273 0.43% 0.45% 309 +45 0.16% Q4 2025 Jan 20, 2026
Graham Capital Management, L.P. History Reduced 27,500 4,265 0.1% 0.39% 310 -132,602 -82.82% Q4 2025 Feb 17, 2026
Cooksen Wealth, LLC History Added to 27,348 4,242 3.1% 3.09% 311 +479 1.78% Q4 2025 Jan 20, 2026
Dynamic Advisor Solutions LLC History Added to 27,329 4,239 0.14% 0.12% 312 +767 2.89% Q4 2025 Jan 09, 2026
AMG National Trust Bank History Reduced 27,181 4,216 0.1% 0.11% 313 -1,481 -5.17% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Added to 27,170 4,214 0.05% 0.05% 314 +1,882 7.44% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 26,875 4,168 0.02% — 315 +26,875 New Q4 2025 Feb 17, 2026
High Note Wealth, LLC History Reduced 26,858 4,166 0.82% 0.84% 316 -419 -1.54% Q4 2025 Feb 05, 2026
Strategic Financial Partners, Ltd. History Added to 26,835 4,162 1.8% 1.77% 317 +1,773 7.07% Q4 2025 Feb 11, 2026
SteelPeak Wealth, LLC History Reduced 26,796 4,156 0.14% 0.15% 318 -2,783 -9.41% Q4 2025 Jan 20, 2026
Vivid Wealth Management, LLC History Reduced 26,641 4,132 1.61% 1.64% 319 -188 -0.7% Q4 2025 Jan 30, 2026
VISIONARY HORIZONS, LLC History Added to 26,592 4,125 2.13% 2.21% 320 +856 3.33% Q4 2025 Jan 23, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 26,254 4,072 0.98% 0.95% 321 +1,253 5.01% Q4 2025 Jan 20, 2026
Rehmann Capital Advisory Group History Added to 26,249 4,071 0.21% 0.22% 322 +571 2.22% Q4 2025 Mar 04, 2026
Fiduciary Group, LLC History Added to 26,052 4,041 0.34% 0.33% 323 +1,457 5.92% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Reduced 25,998 4,032 0.06% 0.06% 324 -8 -0.03% Q4 2025 Feb 13, 2026
World Investment Advisors History Reduced 25,927 4,021 0.07% 0.13% 325 -14,653 -36.11% Q4 2025 Mar 12, 2026
Snowden Capital Advisors LLC History Added to 25,867 4,012 0.1% 0.11% 326 +500 1.97% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History New 25,751 3,994 0.0% — 327 +25,751 New Q4 2025 Feb 17, 2026
Apollon Financial, LLC History Added to 25,705 3,987 0.58% 0.31% 328 +13,541 111.32% Q4 2025 Jan 22, 2026
Stratos Wealth Partners, LTD. History Reduced 25,656 3,979 0.04% 0.05% 329 -1,120 -4.18% Q4 2025 Jan 20, 2026
Rockport Wealth LLC History Added to 25,593 3,969 0.77% 0.75% 330 +1,748 7.33% Q4 2025 Feb 06, 2026
Fairfield Financial Advisors, LTD History Added to 25,546 3,962 1.29% 1.28% 331 +961 3.91% Q4 2025 Feb 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 25,496 3,954 0.02% 0.02% 332 +6,044 31.07% Q4 2025 Feb 11, 2026
Intrepid Financial Planning Group LLC History Reduced 25,373 3,935 1.5% 1.54% 333 -739 -2.83% Q4 2025 Feb 13, 2026
EHP Funds Inc. History New 25,300 3,924 8.99% — 334 +25,300 New Q4 2025 Feb 12, 2026
XTX Topco Ltd History Reduced 25,295 3,923 0.1% 0.24% 335 -4,886 -16.19% Q4 2025 Feb 17, 2026
West Financial Advisors, LLC History Added to 25,182 3,906 0.66% 0.62% 336 +797 3.27% Q4 2025 Jan 13, 2026
Sowell Financial Services LLC History Added to 24,756 3,840 0.14% 0.14% 337 +483 1.99% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Reduced 24,709 3,832 0.17% 0.19% 338 -4,121 -14.29% Q4 2025 Feb 17, 2026
FLOYD FINANCIAL GROUP LLC History Added to 21,509 3,812 2.58% 2.37% 339 +345 1.63% Q4 2025 Feb 24, 2026
Madison Park Capital Advisors, LLC History Added to 24,544 3,807 3.09% 3.07% 340 +276 1.14% Q4 2025 Jan 20, 2026
PLANWISER FINANCIAL, LLC History New 22,843 3,800 2.84% — 341 +22,843 New Q4 2025 Feb 13, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 24,440 3,791 1.27% 1.28% 342 0 0.0% Q4 2025 Jan 22, 2026
FIRST MERCHANTS CORP History Reduced 24,418 3,787 0.14% 0.14% 343 -50 -0.2% Q4 2025 Jan 12, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 24,300 3,769 0.51% — 344 +24,300 New Q4 2025 Feb 12, 2026
Choate Investment Advisors History Reduced 24,231 3,758 0.07% 0.08% 345 -300 -1.22% Q4 2025 Feb 09, 2026
Certified Advisory Corp History Added to 24,072 3,734 0.34% 0.35% 346 +1 0.0% Q4 2025 Jan 12, 2026
WealthBridge Capital Management, LLC History Reduced 23,751 3,684 0.84% 0.87% 347 -421 -1.74% Q4 2025 Jan 21, 2026
Venturi Wealth Management, LLC History Added to 23,480 3,642 0.16% 0.12% 348 +7,151 43.79% Q4 2025 Jan 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 23,236 3,604 0.06% 0.03% 349 +14,958 180.7% Q4 2025 Feb 19, 2026
Clarus Wealth Advisors History Added to 21,972 3,603 1.49% 1.45% 350 +679 3.19% Q4 2025 Jan 14, 2026
Mechanics Bank Trust Department History Reduced 23,206 3,599 0.47% 0.52% 351 -916 -3.8% Q4 2025 Jan 14, 2026
HB Wealth Management, LLC History Reduced 23,206 3,599 0.02% 0.02% 352 -90 -0.39% Q4 2025 Jan 28, 2026
Gotham Asset Management, LLC History Added to 23,112 3,585 0.01% 0.01% 353 +12,926 126.9% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 22,997 3,567 0.01% 0.01% 354 +2,088 9.99% Q4 2025 Jan 30, 2026
Audent Global Asset Management, LLC History No change 23,000 3,567 2.26% 2.58% 355 0 0.0% Q4 2025 Mar 10, 2026
Tidal Investments LLC History Reduced 22,856 3,545 0.01% 0.01% 356 -6,010 -20.82% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 22,634 3,511 0.08% 0.06% 357 +4,669 25.99% Q4 2025 Feb 12, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 22,617 3,508 1.6% 1.91% 358 -3,336 -12.85% Q4 2025 Jan 12, 2026
Allworth Financial LP History New 22,126 3,432 0.01% — 359 +22,126 New Q4 2025 Feb 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 22,081 3,425 0.96% 0.97% 360 -66 -0.3% Q4 2025 Feb 02, 2026
TAIYO LIFE INSURANCE CO History New 22,000 3,413 0.29% — 361 +22,000 New Q4 2025 Jan 30, 2026
Keebeck Wealth Management History Reduced 21,974 3,408 0.39% 0.42% 362 -1,037 -4.51% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 21,931 3,401 0.04% 0.05% 363 -5,205 -19.18% Q4 2025 Jan 15, 2026
Howard Capital Management Group, LLC History Reduced 21,924 3,400 0.21% 0.21% 364 -88 -0.4% Q4 2025 Jan 16, 2026
Clear Creek Financial Management, LLC History Added to 21,897 3,396 0.28% 0.24% 365 +3,720 20.47% Q4 2025 Jan 23, 2026
FIRST TRUST ADVISORS LP History Added to 21,758 3,375 0.0% 0.0% 366 +428 2.01% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 21,644 3,357 0.07% 0.07% 367 +1,156 5.64% Q4 2025 Feb 06, 2026
Measured Wealth Private Client Group, LLC History Added to 21,603 3,351 0.89% 0.16% 368 +17,688 451.8% Q4 2025 Feb 10, 2026
3EDGE Asset Management, LP History Added to 21,420 3,347 0.17% 0.14% 369 +4,920 29.82% Q4 2025 Feb 06, 2026
Dorsey Wright & Associates History Added to 21,573 3,346 0.72% 0.73% 370 +328 1.54% Q4 2025 Feb 20, 2026
Value Investment Professionals, LLC History New 21,390 3,317 3.48% — 371 +21,390 New Q4 2025 Feb 11, 2026
Main Management LLC History Added to 21,347 3,311 0.24% 0.13% 372 +10,000 88.13% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 21,314 3,306 0.16% 0.12% 373 +10,437 95.95% Q4 2025 Feb 12, 2026
KKM Financial LLC History Reduced 21,290 3,302 0.59% 1.23% 374 -3,989 -15.78% Q4 2025 Feb 18, 2026
Vestmark Advisory Solutions, Inc. History Added to 21,221 3,291 0.04% 0.02% 375 +15,844 294.66% Q4 2025 Feb 06, 2026
COURIER CAPITAL LLC History Added to 21,185 3,286 0.18% 0.18% 376 +900 4.44% Q4 2025 Jan 29, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 21,143 3,279 0.89% 0.9% 377 +137 0.65% Q4 2025 Jan 13, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 21,057 3,266 0.63% 0.67% 378 -60 -0.28% Q4 2025 Feb 17, 2026
Zullo Investment Group, Inc. History Reduced 21,014 3,259 1.19% 1.21% 379 -120 -0.57% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History New 20,581 3,192 0.02% — 380 +20,581 New Q4 2025 Jan 27, 2026
Ball & Co Wealth Management Inc. History Added to 20,485 3,176 2.05% 1.36% 381 +7,277 55.1% Q4 2025 Jan 23, 2026
U.S. Capital Wealth Advisors, LLC History Added to 20,283 3,146 0.08% 0.08% 382 +1,619 8.67% Q4 2025 Jan 23, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 20,021 3,105 0.17% 0.19% 383 -178 -0.88% Q4 2025 Feb 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 19,977 3,099 0.06% 0.06% 384 -101 -0.5% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 19,937 3,092 0.02% 0.02% 385 +338 1.72% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 19,859 3,080 0.15% 0.14% 386 -1,305 -6.17% Q4 2025 Jan 21, 2026
CHEMUNG CANAL TRUST CO History Reduced 19,783 3,068 0.61% 0.62% 387 -259 -1.29% Q4 2025 Jan 14, 2026
CX Institutional History Added to 19,734 3,061 0.09% 0.09% 388 +74 0.38% Q4 2025 Feb 02, 2026
STATE STREET CORP History Added to 19,678 3,052 0.0% 0.0% 389 +13,210 204.24% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 19,669 3,051 0.01% 0.01% 390 +4,814 32.41% Q4 2025 Jan 30, 2026
Wall Street Financial Group, Inc. History Reduced 19,563 3,034 2.21% 2.22% 391 -88 -0.45% Q4 2025 Jan 16, 2026
Atria Investments, Inc History Reduced 19,491 3,023 0.03% 0.04% 392 -855 -4.2% Q4 2025 Feb 05, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 19,331 2,998 0.87% 1.17% 394 -5,739 -22.89% Q4 2025 Feb 05, 2026
AMARILLO NATIONAL BANK History Reduced 19,333 2,998 0.53% 0.54% 393 -604 -3.03% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Added to 19,292 2,992 0.03% 0.02% 395 +9,056 88.47% Q4 2025 Feb 03, 2026
First Financial Bank - Trust Division History Added to 18,929 2,936 0.24% 0.24% 396 +543 2.95% Q4 2025 Jan 02, 2026
Chesapeake Wealth Management History Reduced 18,701 2,900 0.86% 0.89% 397 -176 -0.93% Q4 2025 Feb 03, 2026
Ameritas Advisory Services, LLC History Added to 18,616 2,887 0.11% 0.12% 398 +6,922 59.19% Q4 2025 Feb 04, 2026
MontVue Capital Management, Inc. History Reduced 18,575 2,881 1.92% 1.96% 399 -423 -2.23% Q4 2025 Jan 27, 2026
Nilsine Partners, LLC History No change 18,539 2,875 0.25% 0.26% 400 0 0.0% Q4 2025 Jan 15, 2026
Perigon Wealth Management, LLC History Added to 18,501 2,869 0.05% 0.04% 401 +5,316 40.32% Q4 2025 Jan 16, 2026
B. Riley Wealth Advisors, Inc. History Reduced 18,487 2,867 0.13% 0.14% 402 -525 -2.76% Q4 2025 Feb 17, 2026
Finivi Inc. History New 18,437 2,859 1.65% — 403 +18,437 New Q4 2025 Jan 27, 2026
FIRST HORIZON CORP History Reduced 18,303 2,839 0.13% 0.14% 404 -565 -2.99% Q4 2025 Jan 27, 2026
RPg Family Wealth Advisory, LLC History Reduced 18,223 2,826 0.62% 0.66% 405 -1,444 -7.34% Q4 2025 Feb 13, 2026
Analyst IMS Investment Management Services Ltd. History No change 18,200 2,823 0.08% 0.09% 406 0 0.0% Q4 2025 Jan 20, 2026
Kingsview Wealth Management, LLC History Added to 18,192 2,821 0.04% 0.04% 407 +2,657 17.1% Q4 2025 Feb 09, 2026
Vectors Research Management, LLC History Reduced 18,174 2,819 0.86% 0.89% 408 -157 -0.86% Q4 2025 Feb 03, 2026
Fourth Dimension Wealth, LLC History Added to 18,130 2,812 1.03% 0.97% 409 +1,650 10.01% Q4 2025 Feb 04, 2026
Bank of New York Mellon Corp History Added to 18,099 2,807 0.0% 0.0% 410 +3,809 26.66% Q4 2025 Feb 10, 2026
WealthCare Investment Partners, LLC History Added to 17,672 2,791 0.81% 0.63% 411 +4,982 39.26% Q4 2025 Jan 06, 2026
Risk Paradigm Group, LLC History New 17,934 2,781 2.68% — 412 +17,934 New Q4 2025 Feb 17, 2026
CMG Global Holdings, LLC History Added to 16,353 2,770 1.23% 1.18% 414 +499 3.15% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Added to 17,862 2,770 0.07% 0.07% 413 +15 0.08% Q4 2025 Feb 06, 2026
Prime Capital Investment Advisors, LLC History Added to 17,773 2,756 0.03% 0.02% 415 +6,563 58.55% Q4 2025 Jan 21, 2026
Regal Investment Advisors LLC History Added to 17,674 2,741 0.16% 0.15% 416 +3,021 20.62% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 17,540 2,720 0.07% 0.02% 418 +12,534 250.38% Q4 2025 Jan 28, 2026
BFSG, LLC History Reduced 17,536 2,720 0.26% 0.26% 417 -24 -0.14% Q4 2025 Jan 22, 2026
BigSur Wealth Management LLC History No change 17,500 2,714 0.66% 0.66% 419 0 0.0% Q4 2025 Jan 27, 2026
Flagship Capital Management Inc. History New 17,401 2,699 1.91% — 420 +17,401 New Q4 2025 Jan 22, 2026
St. Johns Investment Management Company, LLC History Added to 17,334 2,688 1.12% 1.05% 421 +1,297 8.09% Q4 2025 Jan 29, 2026
Hansen & Associates Financial Group, Inc. History Reduced 15,437 2,684 1.47% 1.0% 422 -108 -0.69% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Added to 17,217 2,670 0.25% 0.25% 423 +251 1.48% Q4 2025 Jan 23, 2026
Graetz Wealth LLC History New 17,152 2,660 2.42% — 424 +17,152 New Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 17,086 2,652 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 16,852 2,614 0.08% 0.07% 426 +3,862 29.73% Q4 2025 Feb 12, 2026
Gallacher Capital Management LLC History Added to 16,774 2,601 1.01% 0.22% 427 +13,210 370.65% Q4 2025 Feb 03, 2026
Jacobi Capital Management LLC History Reduced 16,658 2,583 0.15% 0.19% 428 -3,509 -17.4% Q4 2025 Feb 13, 2026
Trust Co History Reduced 16,583 2,572 0.24% 0.27% 429 -553 -3.23% Q4 2025 Jan 15, 2026
Crew Capital Management, Ltd History Added to 16,570 2,570 1.62% 1.64% 430 +699 4.4% Q4 2025 Jan 16, 2026
Game Plan Financial Advisors, LLC History Added to 16,519 2,562 1.03% 0.71% 431 +5,337 47.73% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,412 2,545 0.06% 0.06% 432 +1,786 12.21% Q4 2025 Feb 09, 2026
Curat Global, LLC History Reduced 16,359 2,537 2.82% 2.58% 433 -1,500 -8.4% Q4 2025 Feb 06, 2026
PeakShares LLC History New 16,295 2,527 2.47% — 434 +16,295 New Q4 2025 Mar 10, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 16,256 2,521 0.99% 1.01% 435 -211 -1.28% Q4 2025 Jan 30, 2026
Edgestream Partners, L.P. History Added to 16,244 2,519 0.07% 0.01% 436 +14,398 779.96% Q4 2025 Feb 13, 2026
Independence Wealth Advisors, LLC History New 16,220 2,515 1.41% — 437 +16,220 New Q4 2025 Jan 09, 2026
Capital Investment Counsel, LLC History Added to 16,165 2,507 0.35% 0.31% 438 +2,400 17.44% Q4 2025 Feb 02, 2026
Maridea Wealth Management LLC History Added to 16,164 2,507 0.38% 0.38% 439 +137 0.85% Q4 2025 Jan 08, 2026
CHANNEL WEALTH LLC History Added to 16,131 2,502 0.63% 0.65% 440 +405 2.58% Q4 2025 Feb 03, 2026
CreativeOne Wealth, LLC History Added to 16,068 2,492 0.06% 0.06% 441 +42 0.26% Q4 2025 Feb 13, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 15,885 2,464 0.21% 0.22% 442 -125 -0.78% Q4 2025 Feb 09, 2026
Csenge Advisory Group History Reduced 15,814 2,453 0.11% 0.12% 443 -507 -3.11% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History Added to 15,697 2,435 0.27% 0.27% 444 +328 2.13% Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History Reduced 15,696 2,434 0.09% 0.1% 445 -1,659 -9.56% Q4 2025 Feb 17, 2026
Global View Capital Management LLC History New 15,643 2,426 0.45% — 446 +15,643 New Q4 2025 Jan 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 15,572 2,415 0.03% 0.03% 447 +18 0.12% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Added to 15,541 2,410 0.08% 0.07% 448 +447 2.96% Q4 2025 Jan 06, 2026
Cornerstone Wealth Management, LLC History Reduced 15,514 2,406 0.13% 0.14% 449 -625 -3.87% Q4 2025 Feb 05, 2026
ARS Investment Partners, LLC History Added to 15,471 2,399 0.14% 0.14% 450 +1,327 9.38% Q4 2025 Feb 05, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 15,448 2,396 0.59% 0.61% 451 0 0.0% Q4 2025 Jan 23, 2026
CFC Planning Co LLC History Reduced 15,344 2,380 1.81% 2.14% 452 -1,573 -9.3% Q4 2025 Jan 30, 2026
AssuredPartners Investment Advisors, LLC History Added to 15,236 2,363 0.35% 0.1% 453 +12,432 443.37% Q4 2025 Feb 03, 2026
CoreCap Advisors, LLC History Reduced 15,180 2,354 0.08% 0.09% 454 -1,140 -6.99% Q4 2025 Jan 13, 2026
United Asset Strategies, Inc. History Added to 15,174 2,353 0.18% 0.12% 455 +5,332 54.18% Q4 2025 Jan 28, 2026
Darwin Wealth Management, LLC History Reduced 15,165 2,352 0.73% 0.83% 456 -1,733 -10.26% Q4 2025 Jan 22, 2026
J.W. COLE ADVISORS, INC. History Added to 89,154 2,343 0.06% 0.26% 457 +1,192 1.36% Q4 2025 Feb 11, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 15,028 2,331 0.91% 0.97% 458 -873 -5.49% Q4 2025 Jan 07, 2026
10Elms LLP History Reduced 15,003 2,327 2.13% 2.13% 459 -350 -2.28% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 14,964 2,321 0.15% 0.14% 460 +2,136 16.65% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 14,924 2,314 0.02% 0.02% 461 +423 2.92% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 14,899 2,311 0.14% 0.16% 462 -4,414 -22.86% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Added to 14,731 2,285 0.11% 0.11% 463 +354 2.46% Q4 2025 Jan 20, 2026
Everstar Asset Management, LLC History Reduced 14,637 2,270 1.22% 1.33% 464 -517 -3.41% Q4 2025 Feb 05, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 14,480 2,260 1.8% 1.81% 465 -156 -1.07% Q4 2025 Feb 12, 2026
Advisor OS, LLC History Reduced 14,313 2,220 0.18% 0.22% 466 -1,967 -12.08% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History Added to 14,308 2,219 0.1% 0.1% 467 +7,485 109.7% Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Reduced 14,192 2,201 0.03% 0.04% 468 -2,335 -14.13% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History No change 14,135 2,192 0.0% 0.0% 469 0 0.0% Q4 2025 Feb 13, 2026
Centennial Bank/AR/ History Added to 14,108 2,188 0.87% 0.45% 470 +6,601 87.93% Q4 2025 Feb 17, 2026
Invst, LLC History Reduced 14,089 2,185 0.24% 0.25% 471 -306 -2.13% Q4 2025 Feb 11, 2026
Cornerstone Advisory, LLC History Reduced 14,043 2,178 0.21% 0.24% 472 -2,000 -12.47% Q4 2025 Jan 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 14,013 2,173 0.2% 0.2% 473 0 0.0% Q4 2025 Feb 06, 2026
Joseph P. Lucia & Associates, LLC History Reduced 13,903 2,156 0.78% 0.83% 474 -286 -2.02% Q4 2025 Jan 28, 2026
Signature Equity Partners, LLC History New 13,874 2,152 1.19% — 475 +13,874 New Q4 2025 Feb 17, 2026
Boltwood Capital Management History Added to 13,841 2,147 0.56% 0.56% 476 +154 1.13% Q4 2025 Jan 02, 2026
Laurel Wealth Advisors LLC History Reduced 13,840 2,146 0.28% 0.3% 477 -69 -0.5% Q4 2025 Jan 30, 2026
Providence First Trust Co History Added to 13,790 2,139 0.74% 0.56% 478 +3,378 32.44% Q4 2025 Feb 03, 2026
Dorsey & Whitney Trust CO LLC History No change 13,769 2,135 0.11% 0.11% 479 0 0.0% Q4 2025 Feb 11, 2026
Stolper Co History Added to 57,005 2,096 0.62% 0.08% 480 +55,308 3259.16% Q4 2025 Jan 12, 2026
BLB&B Advisors, LLC History Added to 13,510 2,095 0.09% 0.03% 481 +8,731 182.7% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 13,344 2,069 0.11% 0.03% 482 +9,801 276.63% Q4 2025 Jan 20, 2026
Mirae Asset Global Investments Co., Ltd. History New 13,150 2,039 0.01% — 483 +13,150 New Q4 2025 Jan 26, 2026
BESSEMER GROUP INC History Reduced 13,091 2,031 0.0% 0.0% 484 -176 -1.33% Q4 2025 Feb 05, 2026
Alexis Investment Partners, LLC History Added to 12,944 2,022 0.75% 0.16% 485 +432 3.45% Q4 2025 Jan 29, 2026
COMMERCE BANK History Added to 13,000 2,016 0.01% 0.01% 486 +246 1.93% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History Added to 12,954 2,009 0.2% 0.07% 487 +8,250 175.38% Q4 2025 Jan 09, 2026
Marion Wealth Management History Added to 12,162 1,997 0.44% 0.44% 488 +152 1.27% Q4 2025 Jan 26, 2026
Markin Asset Management, LP History New 12,848 1,992 2.19% — 490 +12,848 New Q4 2025 Feb 13, 2026
Colony Family Offices, LLC History No change 12,842 1,992 0.5% 0.51% 489 0 0.0% Q4 2025 Jan 22, 2026
Crews Bank & Trust History Reduced 12,708 1,971 0.28% 0.29% 491 -208 -1.61% Q4 2025 Jan 21, 2026
LANDAAS & CO /WI /ADV History Added to 12,632 1,959 0.43% 0.33% 492 +3,117 32.76% Q4 2025 Jan 21, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 12,392 1,957 1.85% 1.4% 493 -92 -0.74% Q4 2025 Jan 13, 2026
FIRST MANHATTAN CO. LLC. History Added to 12,612 1,956 0.01% 0.01% 494 +200 1.61% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 12,616 1,956 0.02% 0.02% 495 +167 1.34% Q4 2025 Jan 21, 2026
Sollinda Capital Management LLC History New 12,602 1,954 0.5% — 496 +12,602 New Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Added to 12,505 1,939 0.04% 0.03% 497 +475 3.95% Q4 2025 Feb 11, 2026
Janney Capital Management LLC History Reduced 12,481 1,936 0.12% 0.12% 498 -203 -1.6% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Added to 12,472 1,934 0.63% 0.56% 499 +1,595 14.66% Q4 2025 Jan 20, 2026
Transamerica Financial Advisors, LLC History Added to 12,460 1,932 0.16% 0.14% 500 +1,518 13.87% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 12,398 1,923 0.21% 0.22% 501 -161 -1.28% Q4 2025 Jan 23, 2026
Abbot Financial Management, Inc. History Reduced 12,363 1,917 0.79% 0.82% 502 -44 -0.35% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 12,211 1,910 0.02% 0.02% 503 +184 1.53% Q4 2025 Jan 23, 2026
Moors & Cabot, Inc. History Added to 12,299 1,907 0.08% 0.08% 504 +133 1.09% Q4 2025 Feb 10, 2026
DELTEC ASSET MANAGEMENT LLC History No change 12,250 1,900 0.31% 0.31% 505 0 0.0% Q4 2025 Jan 29, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 12,236 1,898 0.4% 0.33% 506 -651 -5.05% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History Added to 12,054 1,870 1.6% 1.65% 507 +120 1.01% Q4 2025 Jan 26, 2026
CULLEN/FROST BANKERS, INC. History Added to 11,898 1,845 0.02% 0.02% 508 +414 3.61% Q4 2025 Feb 06, 2026
McGuire Investment Group, LLC History Reduced 11,840 1,836 0.2% 0.21% 509 -100 -0.84% Q4 2025 Jan 26, 2026
Successful Portfolios LLC History Reduced 11,329 1,834 0.93% 1.02% 510 -59 -0.52% Q4 2025 Jan 23, 2026
Redwood Financial Network Corp History Reduced 11,800 1,830 1.17% 1.18% 511 -338 -2.78% Q4 2025 Feb 10, 2026
Capital Wealth Planning, LLC History Reduced 11,789 1,828 0.01% 0.03% 512 -12,717 -51.89% Q4 2025 Feb 11, 2026
OKABENA INVESTMENT SERVICES INC History Added to 11,746 1,822 0.35% 0.34% 513 +231 2.01% Q4 2025 Feb 13, 2026
IPG Investment Advisors LLC History New 11,655 1,807 0.32% — 514 +11,655 New Q4 2025 Feb 09, 2026
CDKV HOLDINGS LLC History New 11,653 1,807 1.51% — 515 +11,653 New Q4 2025 Feb 17, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 11,626 1,803 1.14% — 516 +11,626 New Q4 2025 Feb 27, 2026
Terra Nova Asset Management LLC History Added to 11,557 1,792 1.18% 0.96% 517 +1,647 16.62% Q4 2025 Jan 14, 2026
Safe Harbor Fiduciary, LLC History New 11,534 1,789 1.58% — 518 +11,534 New Q4 2025 Feb 17, 2026
Sava Infond d.o.o. History Added to 11,480 1,780 0.24% 0.19% 519 +2,900 33.8% Q4 2025 Jan 29, 2026
Fairvoy Private Wealth, LLC History Added to 11,467 1,778 0.4% 0.37% 520 +1,024 9.81% Q4 2025 Jan 14, 2026
Brookwood Investment Group LLC History Reduced 11,419 1,771 0.21% 0.85% 521 -31,037 -73.1% Q4 2025 Jan 22, 2026
CTC Alternative Strategies, Ltd. History Reduced 11,362 1,762 3.3% 4.44% 522 -6,505 -36.41% Q4 2025 Feb 18, 2026
Northstar Advisory Group, LLC History Added to 11,312 1,754 0.62% 0.68% 523 +440 4.05% Q4 2025 Jan 15, 2026
Bank of Marin History Reduced 11,279 1,749 1.21% 1.24% 524 -89 -0.78% Q4 2025 Feb 17, 2026
Wellspring Financial Advisors, LLC History Added to 11,232 1,742 0.14% 0.16% 525 +8 0.07% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 11,174 1,733 0.04% 0.04% 526 +328 3.02% Q4 2025 Jan 28, 2026
Regal Partners Ltd History New 11,154 1,730 0.1% — 527 +11,154 New Q4 2025 Feb 18, 2026
Glen Eagle Advisors, LLC History Reduced 11,115 1,724 0.23% 0.25% 528 -768 -6.46% Q4 2025 Feb 13, 2026
Capitol Family Office, Inc. History Added to 11,020 1,709 2.02% 1.96% 529 +527 5.02% Q4 2025 Jan 26, 2026
Empowered Funds, LLC History New 10,989 1,704 0.03% — 530 +10,989 New Q4 2025 Feb 18, 2026
Pine Valley Investments Ltd Liability Co History Added to 10,968 1,701 0.08% 0.08% 531 +906 9.0% Q4 2025 Feb 13, 2026
SMI Advisory Services, LLC History Added to 10,382 1,694 0.29% 0.28% 532 +855 8.97% Q4 2025 Jan 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 10,855 1,683 0.13% — 533 +10,855 New Q4 2025 Feb 03, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 10,839 1,681 0.14% 0.14% 534 +185 1.74% Q4 2025 Feb 03, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 10,831 1,680 0.84% 0.88% 535 +86 0.8% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 10,823 1,678 0.09% 0.1% 536 -60 -0.55% Q4 2025 Jan 13, 2026
Cushing Capital Partners, LLC History Added to 10,798 1,675 1.24% 1.16% 537 +1,218 12.71% Q4 2025 Jan 14, 2026
Belpointe Asset Management LLC History Reduced 10,731 1,664 0.06% 0.07% 538 -841 -7.27% Q4 2025 Jan 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 10,656 1,652 0.37% 0.4% 539 -20 -0.19% Q4 2025 Jan 09, 2026
PROFFITT & GOODSON INC History Reduced 10,649 1,651 0.23% 0.26% 540 -1,018 -8.73% Q4 2025 Jan 27, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 10,639 1,650 0.44% 0.43% 541 +172 1.64% Q4 2025 Feb 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 9,383 1,646 0.63% 0.62% 542 +157 1.7% Q4 2025 Feb 12, 2026
Balefire, LLC History Reduced 10,609 1,645 0.32% 0.38% 543 -1,753 -14.18% Q4 2025 Jan 12, 2026
Sequent Planning LLC History Added to 10,593 1,643 0.42% 0.37% 544 +2,215 26.44% Q4 2025 Feb 05, 2026
UNIVEST FINANCIAL Corp History Added to 10,559 1,637 0.09% 0.02% 545 +8,543 423.76% Q4 2025 Feb 04, 2026
MORTON COMMUNITY BANK History Added to 9,896 1,637 0.35% 0.31% 546 +1,199 13.79% Q4 2025 Feb 13, 2026
MAIRS & POWER INC History New 10,535 1,634 0.02% — 548 +10,535 New Q4 2025 Feb 17, 2026
ROCKLAND TRUST CO History Added to 10,534 1,634 0.06% 0.05% 547 +3,033 40.43% Q4 2025 Jan 15, 2026
Polymer Capital Management (HK) LTD History No change 10,500 1,628 0.23% 0.22% 549 0 0.0% Q4 2025 Feb 13, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 10,470 1,624 0.36% 0.28% 550 +2,641 33.73% Q4 2025 Jan 14, 2026
Objective Capital Management, LLC History Added to 10,392 1,611 1.64% 1.62% 551 +210 2.06% Q4 2025 Feb 04, 2026
SageGuard Financial Group, LLC History New 10,367 1,608 0.26% — 552 +10,367 New Q4 2025 Jan 27, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 10,256 1,590 0.1% 0.11% 553 +19 0.19% Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 9,590 1,576 0.09% 0.2% 554 -14,250 -59.77% Q4 2025 Feb 04, 2026
Coastal Bridge Advisors, LLC History Added to 10,148 1,574 0.12% 0.12% 555 +131 1.31% Q4 2025 Feb 18, 2026
Financial Sense Advisors, Inc. History Reduced 10,052 1,559 0.28% 0.26% 556 -23 -0.23% Q4 2025 Feb 13, 2026
Parkside Investments, LLC History Added to 10,000 1,551 0.2% 0.15% 557 +2,000 25.0% Q4 2025 Feb 09, 2026
Directional Asset Management History New 9,823 1,523 1.34% — 558 +9,823 New Q4 2025 Jan 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 9,738 1,510 0.02% 0.02% 559 +1,441 17.37% Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Added to 9,739 1,510 0.1% 0.1% 560 +183 1.92% Q4 2025 Jan 16, 2026
Crestwood Advisors Group, LLC History Reduced 9,732 1,509 0.03% 0.03% 561 -465 -4.56% Q4 2025 Feb 03, 2026
Cresta Advisors, Ltd. History Added to 9,713 1,506 0.63% 0.64% 562 +418 4.5% Q4 2025 Feb 03, 2026
Legacy Wealth Partners, LLC History New 9,658 1,498 0.39% — 563 +9,658 New Q4 2025 Feb 17, 2026
SOL Capital Management CO History No change 9,545 1,481 0.13% 0.13% 564 0 0.0% Q4 2025 Jan 30, 2026
Windsor Capital Management, LLC History Reduced 9,501 1,473 0.41% 0.41% 565 -61 -0.64% Q4 2025 Jan 15, 2026
Orca Investment Management, LLC History Added to 9,492 1,472 1.16% 1.2% 566 +23 0.24% Q4 2025 Jan 20, 2026
TICINO WEALTH History New 9,485 1,471 0.55% — 567 +9,485 New Q4 2025 Jan 27, 2026
RCW Management, LLC History New 9,472 1,469 1.48% — 568 +9,472 New Q4 2025 Jan 30, 2026
Atlantic Union Bankshares Corp History Reduced 9,470 1,468 0.03% 0.03% 569 -68 -0.71% Q4 2025 Feb 04, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 9,440 1,464 1.09% 1.12% 570 0 0.0% Q4 2025 Jan 27, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 9,390 1,456 0.53% 0.19% 571 +6,560 231.8% Q4 2025 Feb 12, 2026
Nova Wealth Management, Inc. History Reduced 9,292 1,441 0.99% 1.04% 572 -298 -3.11% Q4 2025 Jan 14, 2026
Whitaker-Myers Wealth Managers, LTD. History New 9,279 1,439 0.3% — 574 +9,279 New Q4 2025 Jan 22, 2026
Kraft, Davis & Associates, LLC History Reduced 8,782 1,439 0.32% 0.34% 573 -187 -2.08% Q4 2025 Jan 14, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 9,233 1,432 0.16% 0.16% 575 +368 4.15% Q4 2025 Jan 08, 2026
FIFTH THIRD SECURITIES, INC. History Added to 9,181 1,424 0.09% 0.09% 576 +212 2.36% Q4 2025 Jan 23, 2026
Encompass More Asset Management History Added to 9,166 1,421 0.26% 0.18% 578 +3,173 52.95% Q4 2025 Feb 03, 2026
Blue Chip Partners, LLC History Added to 9,162 1,421 0.1% 0.09% 577 +1,305 16.61% Q4 2025 Feb 18, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 9,103 1,412 0.11% 0.1% 579 +97 1.08% Q4 2025 Jan 23, 2026
First Bancorp, Inc /ME/ History No change 9,086 1,409 0.75% 0.75% 580 0 0.0% Q4 2025 Jan 26, 2026
CALTON & ASSOCIATES, INC. History Added to 9,072 1,407 0.21% 0.19% 581 +733 8.79% Q4 2025 Feb 10, 2026
Wall Capital Group, Inc. History New 9,063 1,405 1.34% — 582 +9,063 New Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Added to 9,034 1,401 0.09% 0.09% 583 +74 0.83% Q4 2025 Jan 23, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 9,034 1,401 0.31% 0.32% 584 0 0.0% Q4 2025 Jan 29, 2026
Pallas Capital Advisors LLC History Reduced 9,013 1,398 0.05% 0.05% 585 -133 -1.45% Q4 2025 Jan 14, 2026
Gilliland Jeter Wealth Management LLC History Added to 8,992 1,394 0.42% 0.43% 586 +2 0.02% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Reduced 8,976 1,392 0.05% 0.06% 587 -2,004 -18.25% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Reduced 8,938 1,386 0.03% 0.04% 588 -2,190 -19.68% Q4 2025 Feb 04, 2026
White Pine Investment CO History Added to 8,931 1,385 0.33% 0.3% 589 +751 9.18% Q4 2025 Jan 28, 2026
MANAGED ASSET PORTFOLIOS, LLC History Added to 8,913 1,382 0.17% 0.05% 590 +6,504 269.99% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Reduced 8,905 1,381 0.0% 0.0% 591 -248 -2.71% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 8,893 1,379 0.26% 0.26% 592 -28 -0.31% Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Reduced 8,856 1,373 0.0% 0.0% 593 -51 -0.57% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 8,818 1,367 0.02% 0.01% 594 +2,643 42.8% Q4 2025 Feb 02, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 8,790 1,363 0.02% 0.02% 595 +900 11.41% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Reduced 8,783 1,362 0.03% 0.03% 596 -320 -3.52% Q4 2025 Feb 03, 2026
Aspen Investment Management Inc History Added to 8,763 1,359 0.41% 0.43% 598 +1,560 21.66% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Reduced 8,763 1,359 0.03% 0.03% 597 -219 -2.44% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Added to 8,719 1,352 0.08% 0.08% 599 +6 0.07% Q4 2025 Feb 06, 2026
Keystone Financial Group History Added to 8,680 1,346 0.1% 0.07% 600 +2,818 48.07% Q4 2025 Feb 06, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 8,616 1,336 0.3% 0.31% 601 +4 0.05% Q4 2025 Jan 12, 2026
VestGen Investment Management History Added to 8,578 1,330 0.74% 0.77% 602 +302 3.65% Q4 2025 Feb 18, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 8,428 1,307 0.45% 0.48% 603 -1,035 -10.94% Q4 2025 Jan 12, 2026
Golden State Wealth Management, LLC History Added to 8,359 1,296 0.14% 0.11% 604 +1,770 26.86% Q4 2025 Feb 13, 2026
PLIMOTH TRUST CO LLC History Reduced 8,333 1,292 0.29% 0.3% 605 -213 -2.49% Q4 2025 Jan 27, 2026
Ruggiero Investments, Inc. History New 8,271 1,283 1.16% — 606 +8,271 New Q4 2025 Feb 12, 2026
Turtle Creek Wealth Advisors, LLC History Added to 8,234 1,277 0.1% 0.02% 607 +6,640 416.56% Q4 2025 Jan 28, 2026
Evanson Asset Management, LLC History Added to 8,204 1,272 0.07% 0.07% 608 +46 0.56% Q4 2025 Jan 12, 2026
SENTINEL TRUST CO LBA History Reduced 8,135 1,262 0.12% 0.33% 609 -12,900 -61.33% Q4 2025 Jan 29, 2026
WEALTHGARDEN F.S. LLC History Added to 7,652 1,257 0.83% 0.81% 610 +262 3.55% Q4 2025 Feb 11, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 8,097 1,256 0.25% 0.2% 611 +1,493 22.61% Q4 2025 Jan 12, 2026
PFG Investments, LLC History Added to 8,086 1,254 0.06% 0.05% 612 +1,769 28.0% Q4 2025 Jan 26, 2026
First National Bank of Hutchinson History Reduced 8,060 1,250 0.73% 1.4% 613 -9,139 -53.14% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 8,054 1,249 0.06% 0.07% 615 +480 6.34% Q4 2025 Jan 28, 2026
Beech Hill Advisors, Inc. History Added to 8,052 1,249 0.6% 0.58% 614 +61 0.76% Q4 2025 Jan 14, 2026
Massar Capital Management, LP History New 8,033 1,246 0.13% — 616 +8,033 New Q4 2025 Feb 17, 2026
Roberts Wealth Advisors, LLC History Added to 8,031 1,245 0.32% 0.3% 617 +629 8.5% Q4 2025 Jan 13, 2026
EVOKE WEALTH, LLC History Added to 8,024 1,244 0.02% 0.02% 618 +1,877 30.54% Q4 2025 Feb 06, 2026
E&G Advisors, LP History Reduced 8,014 1,243 0.28% 0.29% 619 -40 -0.5% Q4 2025 Jan 23, 2026
HAMILTON CAPITAL PARTNERS, LLC History New 8,006 1,241 0.41% — 620 +8,006 New Q4 2025 Jan 27, 2026
Yelin Lapidot Holdings Management Ltd. History No change 8,000 1,240 0.25% 0.26% 621 0 0.0% Q4 2025 Feb 05, 2026
NWF Advisory Services Inc. History Added to 7,990 1,239 0.14% 0.13% 622 +267 3.46% Q4 2025 Mar 03, 2026
Wealthfront Advisers LLC History Reduced 7,907 1,226 0.0% 0.0% 623 -461 -5.51% Q4 2025 Jan 30, 2026
WASHINGTON GROWTH STRATEGIES LLC History New 7,852 1,218 0.79% — 625 +7,852 New Q4 2025 Jan 26, 2026
Journey Advisory Group, LLC History Added to 7,861 1,218 0.1% 0.09% 624 +205 2.68% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History New 7,848 1,217 0.03% — 627 +7,848 New Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Added to 7,851 1,217 0.04% 0.04% 626 +27 0.35% Q4 2025 Feb 03, 2026
ES4, LLC History New 7,810 1,211 0.83% — 628 +7,810 New Q4 2025 Feb 13, 2026
Elm Partners Management LLC History Added to 7,789 1,208 0.05% 0.05% 629 +966 14.16% Q4 2025 Feb 10, 2026
Circle Wealth Management, LLC History Added to 7,771 1,205 0.02% 0.02% 630 +79 1.03% Q4 2025 Feb 13, 2026
Capital Investment Counsel, Inc History No change 7,740 1,200 0.14% 0.15% 631 0 0.0% Q4 2025 Jan 23, 2026
Banco Santander, S.A. History New 7,701 1,194 0.01% — 632 +7,701 New Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 7,642 1,185 0.14% 0.14% 633 -40 -0.52% Q4 2025 Feb 13, 2026
Elmwood Wealth Management, Inc. History New 7,617 1,181 0.37% — 634 +7,617 New Q4 2025 Jan 08, 2026
Tempo Wealth, LLC History New 7,606 1,179 0.21% — 636 +7,606 New Q4 2025 Feb 25, 2026
Financial & Tax Architects, LLC History Added to 7,601 1,179 0.26% 0.25% 635 +388 5.38% Q4 2025 Jan 21, 2026
FAGAN ASSOCIATES, INC. History Reduced 7,543 1,170 0.16% 0.16% 637 -79 -1.04% Q4 2025 Jan 30, 2026
Berkeley Capital Partners, LLC History New 7,531 1,168 0.28% — 638 +7,531 New Q4 2025 Feb 05, 2026
Thomasville National Bank History Reduced 7,497 1,162 0.07% 0.08% 639 -488 -6.11% Q4 2025 Jan 26, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 7,486 1,161 0.02% 0.0% 640 +5,314 244.66% Q4 2025 Feb 09, 2026
Neuberger Berman Group LLC History Reduced 7,436 1,153 0.0% 0.0% 641 -1,428 -16.11% Q4 2025 Feb 13, 2026
Olistico Wealth, LLC History Added to 7,431 1,152 0.56% 0.6% 642 +21 0.28% Q4 2025 Jan 13, 2026
Wealthspire Advisors, LLC History Reduced 7,406 1,148 0.01% 0.01% 643 -237 -3.1% Q4 2025 Feb 13, 2026
Counterweight Ventures, LLC History Added to 7,375 1,144 0.64% 0.66% 644 +86 1.18% Q4 2025 Jan 15, 2026
Lunt Capital Management, Inc. History Added to 7,331 1,137 0.43% 0.27% 645 +2,730 59.33% Q4 2025 Jan 23, 2026
Ausdal Financial Partners, Inc. History Reduced 7,318 1,135 0.05% 0.06% 646 -570 -7.23% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 7,311 1,134 0.01% 0.01% 647 +1,049 16.75% Q4 2025 Feb 13, 2026
Houlihan Financial Resource Group, Ltd. History Added to 7,052 1,133 0.43% 0.53% 648 +3,126 79.62% Q4 2025 Feb 10, 2026
Madden Advisory Services, Inc. History Added to 7,280 1,129 0.45% 0.42% 649 +271 3.87% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 6,812 1,129 0.1% 0.1% 650 -247 -3.5% Q4 2025 Jan 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 7,261 1,126 0.02% 0.02% 651 +474 6.98% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 6,938 1,124 0.01% 0.01% 652 -174 -2.45% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 7,227 1,121 0.02% — 653 +7,227 New Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 7,210 1,118 0.05% 0.07% 655 -7,243 -50.11% Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 7,210 1,118 0.82% 0.83% 654 -111 -1.52% Q4 2025 Feb 12, 2026
MONETARY MANAGEMENT GROUP INC History No change 7,200 1,116 0.26% 0.25% 656 0 0.0% Q4 2025 Feb 11, 2026
Beacon Bridge Wealth Partners, LLC History Added to 7,163 1,111 0.37% 0.29% 657 +1,941 37.17% Q4 2025 Jan 27, 2026
One Charles Private Wealth Services, LLC History Reduced 7,154 1,109 0.29% 0.32% 658 -863 -10.76% Q4 2025 Feb 06, 2026
TSFG, LLC History Reduced 7,123 1,105 0.17% 0.19% 659 -803 -10.13% Q4 2025 Feb 04, 2026
Fearless Solutions, LLC dba Best Invest History Added to 7,121 1,104 0.67% 0.37% 660 +3,404 91.58% Q4 2025 Jan 20, 2026
Activest Wealth Management History Added to 7,099 1,101 0.21% 0.18% 661 +1,353 23.55% Q4 2025 Jan 30, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 7,093 1,100 0.08% 0.07% 662 +257 3.76% Q4 2025 Feb 12, 2026
Icon Wealth Advisors, LLC History Reduced 7,069 1,096 0.07% 0.08% 663 -315 -4.27% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 7,047 1,093 0.03% 0.04% 664 -241 -3.31% Q4 2025 Jan 30, 2026
Quartz Partners, LLC History Added to 7,026 1,089 0.41% 0.31% 665 +1,386 24.57% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 7,002 1,086 0.01% — 666 +7,002 New Q4 2025 Feb 18, 2026
Constitution Capital LLC History Added to 6,975 1,081 0.51% 0.45% 668 +725 11.6% Q4 2025 Jan 09, 2026
Financial Insights, Inc. History Reduced 6,973 1,081 0.36% 0.36% 667 -40 -0.57% Q4 2025 Mar 31, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 6,887 1,077 0.07% 0.06% 669 +1,269 22.59% Q4 2025 Jan 15, 2026
LongView Wealth Management History Reduced 6,582 1,074 0.26% 0.37% 670 -2,323 -26.09% Q4 2025 Jan 13, 2026
SeaCrest Wealth Management, LLC History Added to 6,700 1,065 0.11% 0.1% 671 +646 10.67% Q4 2025 Jan 12, 2026
Smith Salley Wealth Management History Reduced 6,818 1,057 0.05% 0.05% 672 -25 -0.37% Q4 2025 Jan 27, 2026
Hudson Value Partners, LLC History Added to 6,800 1,054 0.31% 0.32% 673 +73 1.09% Q4 2025 Jan 28, 2026
HERBST GROUP, LLC History Added to 6,743 1,045 0.61% 0.61% 674 +353 5.52% Q4 2025 Jan 16, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 6,701 1,044 0.01% 0.02% 675 -14,268 -68.04% Q4 2025 Feb 17, 2026
Fulcrum Equity Management History Reduced 6,687 1,037 0.99% 1.55% 677 -3,227 -32.55% Q4 2025 Jan 06, 2026
Essex Financial Services, Inc. History Added to 6,691 1,037 0.06% 0.06% 676 +281 4.38% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 6,657 1,032 0.04% 0.03% 678 +1,571 30.89% Q4 2025 Feb 04, 2026
MONTAG A & ASSOCIATES INC History Reduced 6,621 1,027 0.05% 0.05% 679 -34 -0.51% Q4 2025 Feb 02, 2026
Strategic Blueprint, LLC History Added to 6,569 1,018 0.06% 0.04% 680 +1,129 20.75% Q4 2025 Jan 30, 2026
FIRST NATIONAL BANK OF OMAHA History New 6,490 1,015 0.03% — 681 +6,490 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 6,534 1,013 0.0% 0.0% 682 +1,001 18.09% Q4 2025 Feb 12, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 6,528 1,012 0.28% 0.58% 683 -11,040 -62.84% Q4 2025 Feb 12, 2026
Global Endowment Management, LP History New 6,500 1,008 0.13% — 684 +6,500 New Q4 2025 Feb 13, 2026
Wealthstar Advisors, LLC History Added to 6,481 1,005 0.44% 0.38% 685 +260 4.18% Q4 2025 Jan 30, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 6,463 1,002 0.3% 0.32% 686 0 0.0% Q4 2025 Jan 26, 2026
Midwestern Financial, LLC /IA History Added to 6,443 999 0.83% 0.85% 687 +22 0.34% Q4 2025 Feb 06, 2026
Independence Bank of Kentucky History No change 6,440 998 0.12% 0.13% 688 0 0.0% Q4 2025 Jan 20, 2026
Cascades Capital Asset Management, LLC History Added to 6,420 995 0.42% 0.33% 689 +1,555 31.96% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Reduced 6,407 993 0.01% 0.15% 690 -130,755 -95.33% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Reduced 6,396 992 0.09% 0.09% 691 -236 -3.56% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Reduced 6,378 989 0.04% 0.28% 692 -34,937 -84.56% Q4 2025 Feb 12, 2026
LYNCH & ASSOCIATES/IN History No change 6,375 988 0.19% 0.19% 693 0 0.0% Q4 2025 Jan 07, 2026
Private Advisory Group LLC History Reduced 6,304 977 0.08% 0.08% 694 -8 -0.13% Q4 2025 Jan 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,296 976 0.05% 0.05% 695 +723 12.97% Q4 2025 Jan 26, 2026
LEUTHOLD GROUP, LLC History Reduced 6,286 975 0.11% 0.11% 696 -230 -3.53% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 6,285 974 0.11% 0.09% 697 +1,454 30.1% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Reduced 6,275 973 0.03% 0.04% 698 -562 -8.22% Q4 2025 Jan 12, 2026
WORLD EQUITY GROUP, INC. History Reduced 6,245 968 0.27% 0.23% 699 -360 -5.45% Q4 2025 Jan 12, 2026
MKT Advisors LLC History Added to 6,058 968 0.33% 0.34% 700 +40 0.66% Q4 2025 Jan 08, 2026
Kagan Cocozza Asset Management History Reduced 6,193 960 0.68% 0.73% 701 -31 -0.5% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History Reduced 6,147 953 0.0% 0.0% 702 -1,024 -14.28% Q4 2025 Feb 11, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 6,133 951 0.13% 0.13% 703 +266 4.53% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 6,022 941 0.04% 0.01% 704 +5,482 1015.19% Q4 2025 Feb 13, 2026
Jacobs Equity LLC History New 6,061 940 0.91% — 705 +6,061 New Q4 2025 Feb 19, 2026
Advyzon Investment Management, LLC History Added to 6,053 938 0.11% 0.11% 706 +1,832 43.4% Q4 2025 Feb 13, 2026
Luminist Capital LLC History Added to 6,036 936 1.15% 0.78% 707 +166 2.83% Q4 2025 Feb 13, 2026
NEVILLE RODIE & SHAW INC History No change 6,000 931 0.07% 0.07% 708 0 0.0% Q4 2025 Jan 06, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 6,000 930 0.05% 0.05% 709 0 0.0% Q4 2025 Feb 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 5,995 929 0.03% 0.02% 711 +1,897 46.29% Q4 2025 Jan 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 5,995 929 0.06% 0.06% 710 -40 -0.66% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 5,982 927 0.06% 0.07% 712 -561 -8.57% Q4 2025 Feb 03, 2026
Van Cleef Asset Management,Inc History No change 5,975 926 0.09% 0.09% 713 0 0.0% Q4 2025 Feb 09, 2026
Providence Capital Advisors, LLC History Added to 5,962 924 0.16% 0.16% 714 +131 2.25% Q4 2025 Feb 12, 2026
Inspire Advisors, LLC History Added to 5,939 921 0.08% 0.08% 716 +278 4.91% Q4 2025 Feb 13, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 5,939 921 0.22% 0.22% 715 +9 0.15% Q4 2025 Jan 29, 2026
CAPE ANN SAVINGS BANK History No change 5,928 919 0.47% 0.49% 717 0 0.0% Q4 2025 Jan 28, 2026
First Citizens Financial Corp History Added to 5,873 911 0.45% 0.4% 718 +649 12.42% Q4 2025 Jan 06, 2026
Kessler Investment Group, LLC History Added to 5,866 909 0.38% 0.39% 719 +18 0.31% Q4 2025 Feb 03, 2026
Legacy Capital Group California, Inc. History Added to 5,779 896 0.22% 0.22% 720 +294 5.36% Q4 2025 Jan 28, 2026
Alchemi Wealth, LLC History New 5,773 895 0.49% — 721 +5,773 New Q4 2025 Feb 13, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 5,716 886 0.13% 0.17% 722 -1,804 -23.99% Q4 2025 Feb 17, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 5,705 884 0.14% 0.15% 723 -275 -4.6% Q4 2025 Feb 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,692 883 0.06% 0.07% 724 0 0.0% Q4 2025 Feb 09, 2026
Asset One Wealth Management LLC History New 5,221 874 0.12% — 725 +5,221 New Q4 2025 Feb 17, 2026
INVESTMENT PARTNERS, LTD. History No change 5,610 870 0.3% 0.3% 726 0 0.0% Q4 2025 Feb 10, 2026
Arax Advisory Partners History New 5,553 861 0.03% — 727 +5,553 New Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Added to 5,547 860 0.01% 0.01% 728 +346 6.65% Q4 2025 Jan 22, 2026
Ciovacco Capital Management LLC History Reduced 5,520 856 0.43% 0.43% 729 -83 -1.48% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,497 852 0.05% 0.1% 730 -4,092 -42.67% Q4 2025 Feb 06, 2026
AmeriServ Wealth Advisors History Reduced 5,463 847 0.49% 0.46% 731 -397 -6.77% Q4 2025 Feb 10, 2026
First International Bank of Israel Ltd. History Reduced 5,458 846 0.4% 0.53% 732 -578 -9.58% Q4 2025 Feb 12, 2026
Valmark Advisers, Inc. History Reduced 5,437 843 0.01% 0.01% 733 -855 -13.59% Q4 2025 Jan 26, 2026
Burford Brothers, Inc. History Added to 5,365 832 0.34% 0.35% 734 +2 0.04% Q4 2025 Feb 05, 2026
Ark Wealth Advisors LLC History New 5,362 831 0.89% — 735 +5,362 New Q4 2025 Feb 18, 2026
Per Stirling Capital Management, LLC. History Reduced 5,321 825 0.09% 0.1% 737 -152 -2.78% Q4 2025 Feb 17, 2026
ARROW FINANCIAL CORP History Reduced 5,319 825 0.08% 0.08% 736 -50 -0.93% Q4 2025 Feb 05, 2026
FIRST FOUNDATION ADVISORS History Added to 5,284 819 0.03% 0.03% 738 +203 4.0% Q4 2025 Feb 04, 2026
Venture Visionary Partners LLC History Reduced 5,213 808 0.03% 0.03% 739 -759 -12.71% Q4 2025 Feb 13, 2026
Roehl & Yi Investment Advisors, LLC History New 5,175 802 0.32% — 740 +5,175 New Q4 2025 Feb 17, 2026
Addison Advisors LLC History Reduced 5,163 800 0.18% 0.19% 741 -15 -0.29% Q4 2025 Feb 06, 2026
Jaffetilchin Investment Partners, LLC History Added to 5,156 799 0.05% 0.03% 742 +1,374 36.33% Q4 2025 Jan 15, 2026
Wolff Financial Management LLC History No change 5,156 799 0.18% 0.18% 743 0 0.0% Q4 2025 Feb 06, 2026
Beaton Management Co. Inc. History No change 5,126 795 0.35% 0.36% 744 0 0.0% Q4 2025 Feb 10, 2026
GTS SECURITIES LLC History New 5,108 792 0.03% — 745 +5,108 New Q4 2025 Feb 13, 2026
Golden State Equity Partners History New 5,108 792 0.13% — 746 +5,108 New Q4 2025 Jan 29, 2026
SAPIENT CAPITAL LLC History Reduced 5,053 790 0.01% 0.01% 747 -454 -8.24% Q4 2025 Feb 05, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 5,081 788 0.12% 0.11% 748 +462 10.0% Q4 2025 Feb 03, 2026
Bison Wealth, LLC History New 4,856 785 0.09% — 751 +4,856 New Q4 2025 Mar 24, 2026
Rothschild Wealth LLC History Reduced 5,066 785 0.08% 0.17% 750 -53 -1.04% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Added to 5,065 785 0.02% 0.02% 749 +48 0.96% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History Added to 5,057 784 0.02% 0.01% 752 +3,261 181.57% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Reduced 4,692 783 0.02% 0.03% 753 -1,107 -19.09% Q4 2025 Jan 23, 2026
Argent Trust Co History Reduced 5,037 781 0.03% 0.03% 754 -784 -13.47% Q4 2025 Feb 10, 2026
CHARTIST INC /CA/ History Reduced 5,026 779 0.53% 0.54% 755 -70 -1.37% Q4 2025 Feb 10, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 5,015 777 0.08% 0.09% 756 -233 -4.44% Q4 2025 Jan 29, 2026
ELCO Management Co., LLC History No change 4,980 772 0.49% 0.4% 757 0 0.0% Q4 2025 Feb 04, 2026
VCI Wealth Management LLC History Reduced 4,966 770 0.21% 0.42% 758 -4,111 -45.29% Q4 2025 Jan 27, 2026
FLAGSTAR ADVISORS INC History Added to 4,958 769 0.26% 0.2% 759 +682 15.95% Q4 2025 Jan 13, 2026
Ally Invest Advisors Inc. History Reduced 4,962 769 0.05% 0.06% 760 -243 -4.67% Q4 2025 Feb 13, 2026
Vertex Planning Partners, LLC History Reduced 4,961 769 0.18% 0.15% 761 -19 -0.38% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 4,933 765 0.05% 0.06% 762 +12 0.24% Q4 2025 Jan 21, 2026
Bricktown Capital, LLC History No change 4,933 765 0.13% 0.13% 763 0 0.0% Q4 2025 Jan 15, 2026
Independent Advisor Alliance History Added to 4,903 760 0.02% 0.02% 764 +1,038 26.86% Q4 2025 Feb 04, 2026
Finward Bancorp History Added to 4,888 758 0.59% 0.56% 765 +130 2.73% Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,843 751 0.12% 0.13% 766 0 0.0% Q4 2025 Jan 29, 2026
Rockingstone Advisors LLC History Added to 4,825 748 0.34% 0.34% 768 +325 7.22% Q4 2025 Jan 28, 2026
True Vision MN LLC History Added to 4,823 748 0.38% 0.38% 767 +70 1.47% Q4 2025 Jan 14, 2026
Meridian Wealth Advisors, LLC History No change 4,805 745 0.1% 0.11% 769 0 0.0% Q4 2025 Feb 17, 2026
4WEALTH ADVISORS, INC. History Reduced 4,800 744 0.63% 0.73% 771 -529 -9.93% Q4 2025 Jan 21, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,797 744 0.09% 0.09% 770 0 0.0% Q4 2025 Feb 03, 2026
BAILARD, INC. History Reduced 4,788 742 0.02% 0.02% 772 -1 -0.02% Q4 2025 Feb 04, 2026
Ameritas Investment Partners, Inc. History Added to 4,782 741 0.02% 0.02% 773 +1,561 48.46% Q4 2025 Feb 11, 2026
Worth Financial Advisory Group, LLC History Reduced 4,776 740 0.36% 0.44% 774 -315 -6.19% Q4 2025 Jan 16, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 4,756 737 0.05% 0.04% 775 +1,075 29.2% Q4 2025 Feb 02, 2026
Vivaldi Capital Management LP History Reduced 4,747 736 0.1% 0.11% 776 -293 -5.81% Q4 2025 Feb 13, 2026
LeClair Wealth Partners LLC History No change 4,750 736 0.43% 0.46% 777 0 0.0% Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History Reduced 4,743 735 0.02% 0.1% 778 -22,120 -82.34% Q4 2025 Feb 10, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 4,735 734 0.06% 0.06% 779 -392 -7.65% Q4 2025 Feb 06, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 4,700 729 0.01% 0.01% 780 +200 4.44% Q4 2025 Feb 03, 2026
Waterloo Capital, L.P. History Reduced 4,698 728 0.05% 0.3% 781 -21,622 -82.15% Q4 2025 Feb 10, 2026
RPG Investment Advisory, LLC History Added to 4,675 725 0.08% 0.07% 782 +1,031 28.29% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,671 724 0.01% 0.0% 783 +1,468 45.83% Q4 2025 Feb 12, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 4,669 724 0.49% 0.57% 784 -636 -11.99% Q4 2025 Jan 22, 2026
MBA Advisors LLC History Reduced 4,641 719 0.29% 0.31% 785 -43 -0.92% Q4 2025 Jan 21, 2026
Security Financial Services, INC. History No change 4,628 717 0.11% 0.12% 786 0 0.0% Q4 2025 Jan 27, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 4,619 716 0.11% 0.13% 789 -107 -2.26% Q4 2025 Jan 22, 2026
Aviance Capital Partners, LLC History No change 4,617 716 0.08% 0.08% 787 0 0.0% Q4 2025 Feb 06, 2026
CHICAGO TRUST Co NA History No change 4,621 716 0.11% 0.1% 788 0 0.0% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 4,606 714 0.03% 0.03% 790 +111 2.47% Q4 2025 Feb 09, 2026
CWA Asset Management Group, LLC History Reduced 4,584 711 0.03% 0.03% 791 -379 -7.64% Q4 2025 Jan 07, 2026
Empower Advisory Group, LLC History Added to 4,586 711 0.0% 0.0% 792 +73 1.62% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History Reduced 4,538 704 0.11% 0.12% 793 -65 -1.41% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History Added to 4,520 701 0.01% 0.01% 794 +36 0.8% Q4 2025 Feb 05, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 4,516 700 0.23% 0.13% 795 +2,223 96.95% Q4 2025 Feb 12, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,500 698 0.3% 0.31% 796 0 0.0% Q4 2025 Jan 12, 2026
City Center Advisors, LLC History Reduced 4,471 693 0.64% 1.6% 798 -6,190 -58.06% Q4 2025 Jan 05, 2026
Global Assets Advisory, LLC History Reduced 4,473 693 0.2% 0.21% 797 -96 -2.1% Q4 2025 Feb 09, 2026
Collaborative Wealth Managment Inc. History Added to 4,404 683 0.24% 0.27% 799 +2 0.05% Q4 2025 Feb 09, 2026
Accel Wealth Management History New 4,380 679 0.19% — 800 +4,380 New Q4 2025 Jan 20, 2026