SELECT SECTOR SPDR TRUST - XLRE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
Creative Planning History Added to 44,493,176 1,795,299 1.29% 1.31% 1 +3,788,185 9.31% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 19,854,203 801,117 0.06% 0.05% 2 +1,061,025 5.65% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 6,477,356 261,361 0.02% 0.02% 3 -194,731 -2.92% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History New 5,735,700 231,435 0.33% — 4 +5,735,700 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 4,008,018 161,723 0.04% 0.05% 5 -171,025 -4.09% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,884,697 156,747 0.03% 0.03% 6 -38,177 -0.97% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History Added to 3,268,794 131,895 2.78% 3.07% 7 +106,820 3.38% Q4 2025 Feb 03, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,326,414 93,871 0.02% 0.02% 8 -66,431 -2.78% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,878,124 75,782 0.01% 0.01% 9 -209,903 -10.05% Q4 2025 Mar 25, 2026
UBS Group AG History Reduced 1,691,655 68,258 0.01% 0.01% 10 -342,693 -16.85% Q4 2025 Jan 29, 2026
Moss Adams Wealth Advisors LLC History Added to 1,519,555 61,314 4.44% 4.84% 11 +46,361 3.15% Q4 2025 Jan 26, 2026
Capital Investment Advisors, LLC History Added to 1,484,225 59,888 0.91% 0.98% 12 +62,890 4.42% Q4 2025 Jan 13, 2026
JANE STREET GROUP, LLC History Added to 1,382,400 55,779 0.01% 0.01% 13 +62,800 4.76% Q4 2025 Feb 12, 2026
ALPS ADVISORS INC History Added to 1,311,427 52,916 0.31% 0.27% 14 +177,663 15.67% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 1,294,803 52,245 0.08% 0.09% 15 -10,506 -0.8% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 1,293,950 52,210 0.06% 0.06% 16 +146,210 12.74% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,232,587 49,734 0.02% 0.02% 17 -26,612 -2.11% Q4 2025 Feb 18, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,195,846 48,252 0.03% 0.02% 18 +421,408 54.41% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 1,150,446 46,421 0.4% 0.52% 19 -34 -0.0% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Added to 1,145,212 46,209 0.67% 0.71% 20 +48,134 4.39% Q4 2025 Feb 09, 2026
Phoenix Financial Ltd. History Reduced 1,063,404 42,908 0.47% 2.41% 21 -3,633,800 -77.36% Q4 2025 Feb 05, 2026
Advisory Alpha, LLC History Added to 1,056,728 42,640 1.16% 1.2% 22 +31,364 3.06% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,027,531 41,460 0.0% 0.0% 23 +396,430 62.82% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 823,604 33,232 0.01% 0.02% 24 -378,012 -31.46% Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Added to 816,329 32,938 0.36% 0.0% 25 +809,021 11070.35% Q4 2025 Feb 13, 2026
Auto-Owners Insurance Co History Added to 766,565 30,927 0.65% 0.64% 26 +182,517 31.25% Q4 2025 Mar 09, 2026
PGIM Custom Harvest LLC History Reduced 701,112 28,289 0.42% 0.56% 27 -182,862 -20.69% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History No change 659,000 26,590 0.27% 0.27% 28 0 0.0% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 652,916 26,573 0.04% 0.04% 29 +38,941 6.34% Q4 2025 Jan 08, 2026
ROYAL BANK OF CANADA History New 591,689 23,877 0.0% — 30 +591,689 New Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Added to 573,379 23,135 1.88% 1.56% 31 +110,262 23.81% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 571,483 23,059 0.29% 0.12% 32 +352,277 160.71% Q4 2025 Feb 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 567,967 22,917 0.26% 0.32% 33 0 0.0% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 535,219 21,596 0.02% 0.02% 34 +17,571 3.39% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 528,918 21,342 0.06% 0.06% 35 +75,000 16.52% Q4 2025 Jan 26, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 520,262 20,992 0.73% 0.72% 36 +24,359 4.91% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 475,105 19,170 0.02% 0.03% 37 -9,601 -1.98% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 460,873 18,596 0.52% 0.5% 38 +272,674 144.89% Q4 2025 Feb 10, 2026
Warwick Investment Management, Inc. History Added to 456,517 18,420 2.84% 3.3% 39 +5,009 1.11% Q4 2025 Jan 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 431,892 17,426 0.01% 0.01% 40 -413,792 -48.93% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 426,029 17,195 0.03% 0.0% 41 +414,154 3487.61% Q4 2025 Feb 05, 2026
SG Americas Securities, LLC History Added to 412,741 16,654 0.02% 0.0% 42 +388,825 1625.79% Q4 2025 Jan 09, 2026
Janney Capital Management LLC History Reduced 383,844 15,488 0.97% 1.03% 43 -10,270 -2.61% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 382,800 15,445 0.0% 0.0% 44 +45,900 13.62% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 381,920 15,410 0.07% 0.08% 45 -6,632 -1.71% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 372,991 15,050 0.01% 0.01% 46 +13,019 3.62% Q4 2025 Feb 13, 2026
Stonebridge Capital Advisors LLC History Added to 369,029 14,890 1.03% 1.06% 47 +17,886 5.09% Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History Reduced 344,424 13,897 0.2% 0.23% 48 -49,105 -12.48% Q4 2025 Feb 03, 2026
GTS SECURITIES LLC History New 338,088 13,641 0.47% — 49 +338,088 New Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History Added to 336,841 13,591 0.25% 0.3% 50 +12,942 4.0% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 315,140 12,715 0.05% — 51 +315,140 New Q4 2025 Feb 05, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 306,083 12,350 3.99% 3.64% 52 +57,965 23.36% Q4 2025 Feb 02, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 303,152 12,232 0.8% 0.86% 53 0 0.0% Q4 2025 Feb 11, 2026
AGF MANAGEMENT LTD History Reduced 296,701 11,971 0.05% 0.08% 54 -160,919 -35.16% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 295,047 11,905 0.44% 0.01% 55 +292,796 13007.37% Q4 2025 Feb 04, 2026
Hudock, Inc. History Added to 294,798 11,895 1.75% 1.88% 56 +1,118 0.38% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 292,761 11,812 0.07% 0.08% 57 +5,696 1.98% Q4 2025 Feb 13, 2026
Trust Asset Management LLC History Reduced 285,208 11,508 0.78% 0.86% 58 -10,182 -3.45% Q4 2025 Jan 13, 2026
Penserra Capital Management LLC History Reduced 283,374 11,434 0.14% 0.18% 59 -72,418 -20.35% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 282,566 11,401 0.07% 0.07% 60 +26,301 10.26% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 268,499 10,833 0.01% 0.01% 61 +530 0.2% Q4 2025 Feb 12, 2026
Peak Retirement Planning, Inc. History Added to 255,769 10,320 2.42% 3.03% 62 +768 0.3% Q4 2025 Feb 10, 2026
FARMERS TRUST CO History Added to 254,603 10,273 1.68% 1.04% 63 +110,840 77.1% Q4 2025 Jan 06, 2026
Atom Investors LP History New 252,322 10,181 0.81% — 64 +252,322 New Q4 2025 Feb 17, 2026
AMICA MUTUAL INSURANCE CO History Reduced 251,930 10,164 0.88% 1.13% 65 -40,776 -13.93% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 245,064 9,888 0.0% 0.0% 66 +15,797 6.89% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Reduced 243,349 9,819 0.82% 1.05% 67 -55,960 -18.7% Q4 2025 Feb 13, 2026
American Financial Advisors, LLC History Reduced 243,249 9,815 1.27% 1.38% 68 -10,229 -4.04% Q4 2025 Feb 03, 2026
MARSHALL WACE, LLP History Reduced 236,667 9,549 0.01% 0.01% 69 -7,233 -2.97% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 233,761 9,432 0.28% 0.29% 70 +8,487 3.77% Q4 2025 Jan 23, 2026
Brio Consultants, LLC History Added to 229,277 9,251 1.2% 1.25% 71 +13,774 6.39% Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 226,407 9,135 0.01% 0.02% 72 -44,318 -16.37% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Added to 209,747 8,463 0.0% 0.0% 73 +7,928 3.93% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 199,071 8,033 0.01% 0.01% 74 +88,175 79.51% Q4 2025 Mar 09, 2026
StrongBox Wealth, LLC History Added to 198,040 7,990 2.63% 2.74% 75 +5,669 2.95% Q4 2025 Jan 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 190,299 7,678 0.01% 0.01% 76 -26,888 -12.38% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 189,943 7,664 0.01% 0.01% 77 -1,515 -0.79% Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 187,220 7,559 1.17% — 78 +187,220 New Q4 2025 Jan 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 186,764 7,535 0.03% 0.03% 79 -9,483 -4.83% Q4 2025 Jan 30, 2026
PROFFITT & GOODSON INC History Added to 185,975 7,504 1.05% 1.0% 80 +19,975 12.03% Q4 2025 Jan 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 182,082 7,347 0.02% 0.02% 81 +2,325 1.29% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 181,852 7,339 0.01% 0.07% 82 -952,329 -83.97% Q4 2025 Feb 17, 2026
Solano Wealth Investment Advisors LLC History Added to 180,790 7,294 3.61% 3.56% 83 +5,435 3.1% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 178,281 7,193 0.01% 0.01% 84 +38,032 27.12% Q4 2025 Mar 16, 2026
FIRST INTERSTATE BANK History Reduced 171,055 6,902 0.37% 0.4% 85 -2,925 -1.68% Q4 2025 Jan 29, 2026
Certified Advisory Corp History Reduced 168,542 6,800 0.62% 0.84% 86 -40,757 -19.47% Q4 2025 Jan 12, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 168,099 6,782 0.91% 0.9% 87 +20,397 13.81% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 167,227 6,747 0.04% 0.02% 88 +63,018 60.47% Q4 2025 Jan 29, 2026
Blue Chip Partners, LLC History Added to 160,570 6,479 0.47% 0.02% 89 +154,383 2495.28% Q4 2025 Feb 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 61,397 6,472 0.0% 0.08% 90 -3,080,719 -98.05% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 156,125 6,299 0.01% 0.0% 91 +122,162 359.69% Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 154,271 6,224 0.42% 0.45% 92 +1,656 1.09% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Reduced 147,637 5,957 0.11% 0.3% 93 -213,057 -59.07% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 144,596 5,834 0.04% 0.07% 94 -132,617 -47.84% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 140,120 5,653 0.02% 0.02% 95 -18,909 -11.89% Q4 2025 Feb 13, 2026
Aspect Partners, LLC History Added to 139,252 5,618 2.46% 2.35% 96 +16,490 13.43% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 138,117 5,573 0.0% 0.0% 97 -9,572 -6.48% Q4 2025 Feb 06, 2026
CHOREO, LLC History Added to 136,763 5,568 0.07% 0.07% 98 +185 0.14% Q4 2025 Jan 23, 2026
KCM INVESTMENT ADVISORS LLC History Added to 136,603 5,511 0.18% 0.16% 99 +18,408 15.57% Q4 2025 Feb 13, 2026
Swan Global Investments, LLC History Reduced 135,756 5,477 0.16% 0.2% 100 -34,990 -20.49% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 133,900 5,403 0.01% 0.01% 101 -15,908 -10.62% Q4 2025 Feb 11, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 130,905 5,282 1.17% 4.75% 102 -360,017 -73.33% Q4 2025 Jan 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 130,553 5,267 0.12% 0.12% 103 +7,372 5.98% Q4 2025 Jan 27, 2026
American National Bank of Texas History Added to 127,636 5,150 4.95% 4.78% 104 +7,129 5.92% Q4 2025 Jan 08, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 126,506 5,104 0.74% 0.66% 105 +19,371 18.08% Q4 2025 Jan 28, 2026
Equitable Holdings, Inc. History Reduced 125,561 5,066 0.03% 0.07% 106 -97,208 -43.64% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Reduced 124,466 5,022 0.28% 0.33% 107 -9,189 -6.88% Q4 2025 Jan 14, 2026
MML INVESTORS SERVICES, LLC History Added to 123,884 4,998 0.01% 0.01% 108 +10,208 8.98% Q4 2025 Feb 13, 2026
Adams Wealth Management History Reduced 123,665 4,989 1.06% 1.25% 109 -14,720 -10.64% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 123,665 4,989 0.92% 1.17% 110 -14,720 -10.64% Q4 2025 Feb 18, 2026
Cinctive Capital Management LP History New 123,395 4,978 0.27% — 111 +123,395 New Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 117,922 4,758 0.05% 0.05% 112 +19,301 19.57% Q4 2025 Jan 15, 2026
Waverly Advisors, LLC History Added to 117,323 4,733 0.04% 0.03% 113 +38,546 48.93% Q4 2025 Feb 17, 2026
Algorithmic Investment Models, LLC History Reduced 117,139 4,726 5.83% 3.33% 114 -2,105 -1.77% Q4 2025 Feb 10, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 114,939 4,637 1.72% 2.23% 115 -30,832 -21.15% Q4 2025 Feb 13, 2026
FIRST MERCHANTS CORP History Added to 112,807 4,551 0.17% 0.18% 116 +1,885 1.7% Q4 2025 Jan 12, 2026
FLC Capital Advisors History Added to 112,170 4,526 0.84% 0.78% 117 +16,792 17.61% Q4 2025 Feb 11, 2026
Legacy Private Trust Co. History Reduced 111,934 4,516 0.26% 0.28% 118 -697 -0.62% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Reduced 111,350 4,492 0.03% 0.04% 119 -5,964 -5.08% Q4 2025 Feb 18, 2026
SIH Partners, LLLP History New 110,131 4,443 0.08% — 120 +110,131 New Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 109,052 4,400 0.11% 0.13% 121 -9,594 -8.09% Q4 2025 Feb 17, 2026
PINKERTON WEALTH, LLC History Added to 108,914 4,394 0.45% 0.44% 122 +11,673 12.0% Q4 2025 Feb 06, 2026
Jacobi Capital Management LLC History Added to 108,538 4,379 0.25% 0.25% 123 +11,888 12.3% Q4 2025 Feb 13, 2026
Ayalon Insurance Comp Ltd. History Reduced 107,879 4,353 1.06% 1.39% 124 -23,000 -17.57% Q4 2025 Jan 12, 2026
PSI Advisors, LLC History Reduced 107,033 4,318 1.08% 1.27% 125 -9,548 -8.19% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Reduced 106,651 4,303 0.16% 0.18% 126 -3,059 -2.79% Q4 2025 Feb 17, 2026
ESG Planning DBA Harper Investing History Added to 105,337 4,250 1.83% 1.85% 127 +13,062 14.16% Q4 2025 Feb 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 104,813 4,229 0.06% 0.09% 128 -45,994 -30.5% Q4 2025 Jan 30, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 104,758 4,226 0.83% 0.9% 129 0 0.0% Q4 2025 Feb 11, 2026
Rothschild Capital Partners, LLC History Reduced 103,007 4,156 0.98% 1.15% 130 -12,388 -10.74% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 102,510 4,136 0.0% 0.0% 131 -7,625 -6.92% Q4 2025 Feb 17, 2026
Nelson Capital Management, LLC History Reduced 101,769 4,106 0.48% 0.51% 132 -14 -0.01% Q4 2025 Feb 10, 2026
Jump Financial, LLC History Added to 97,611 3,938 0.05% 0.02% 133 +60,618 163.86% Q4 2025 Feb 17, 2026
CAP Partners, LLC History Added to 97,350 3,928 2.23% 2.2% 134 +5,439 5.92% Q4 2025 Feb 04, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 94,706 3,821 0.36% 0.4% 135 -742 -0.78% Q4 2025 Jan 20, 2026
SBI Okasan Asset Management Co.Ltd. History New 92,320 3,750 0.21% — 136 +92,320 New Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History Reduced 91,316 3,684 0.17% 0.28% 137 -34,478 -27.41% Q4 2025 Feb 05, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 90,938 3,669 0.28% — 138 +90,938 New Q4 2025 Feb 03, 2026
United Bank History Added to 89,953 3,629 1.23% 0.62% 139 +47,816 113.48% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Reduced 88,800 3,583 0.16% 0.17% 140 -2,685 -2.93% Q4 2025 Jan 29, 2026
SHERMAN PORFOLIOS, LLC History New 87,888 3,546 0.24% — 141 +87,888 New Q4 2025 Feb 17, 2026
Vickerman Investment Advisors, Inc. History Added to 87,562 3,533 0.71% 0.66% 142 +9,993 12.88% Q4 2025 Feb 12, 2026
FOSTER & MOTLEY INC History Reduced 85,424 3,447 0.18% 0.22% 143 -11,601 -11.96% Q4 2025 Jan 15, 2026
Baker Avenue Asset Management, LP History Added to 84,759 3,420 0.08% 0.08% 144 +6,458 8.25% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Added to 84,727 3,418 0.1% 0.11% 145 +1,073 1.28% Q4 2025 Feb 19, 2026
Jefferies Financial Group Inc. History Added to 83,776 3,380 0.02% 0.0% 146 +78,420 1464.15% Q4 2025 Feb 09, 2026
Fortis Group Advisors, LLC History Reduced 81,607 3,380 0.57% 0.62% 147 -5,807 -6.64% Q4 2025 Feb 06, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 83,352 3,363 0.71% 0.71% 148 -19,062 -18.61% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 81,290 3,280 0.06% 0.06% 149 +5,619 7.43% Q4 2025 Feb 04, 2026
1ST SOURCE BANK History Reduced 80,830 3,261 0.17% 0.19% 150 -4,793 -5.6% Q4 2025 Feb 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 80,136 3,233 0.04% — 151 +80,136 New Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Reduced 79,058 3,190 0.03% 0.03% 152 -367 -0.46% Q4 2025 Jan 05, 2026
&PARTNERS History Added to 77,595 3,130 0.02% 0.0% 153 +60,832 362.89% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Reduced 76,835 3,100 0.12% 0.14% 154 -170 -0.22% Q4 2025 Jan 14, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 75,747 3,056 1.39% 1.44% 155 +4,302 6.02% Q4 2025 Jan 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 75,392 3,042 0.0% 0.0% 156 +8,836 13.28% Q4 2025 Feb 17, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 75,302 3,038 0.85% 0.91% 157 -849 -1.11% Q4 2025 Feb 02, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 75,128 3,031 0.18% 0.19% 158 +605 0.81% Q4 2025 Jan 22, 2026
FORBES J M & CO LLP History No change 74,904 3,022 0.24% 0.26% 159 0 0.0% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History No change 74,591 3,009 0.25% 0.24% 160 0 0.0% Q4 2025 Feb 17, 2026
Premier Private Wealth Management LLC History New 73,322 3,003 3.11% — 161 +73,322 New Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 73,760 2,976 0.01% — 162 +73,760 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 72,948 2,943 0.01% 0.01% 163 +9,156 14.35% Q4 2025 Feb 18, 2026
Atria Investments, Inc History Reduced 72,862 2,939 0.03% 0.04% 164 -11,494 -13.63% Q4 2025 Feb 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 72,362 2,919 0.18% 0.22% 165 -5,849 -7.48% Q4 2025 Feb 06, 2026
CTC Alternative Strategies, Ltd. History Added to 70,031 2,825 5.29% 3.23% 166 +22,436 47.14% Q4 2025 Feb 18, 2026
Prentice Wealth Management LLC History Added to 69,396 2,800 0.64% 0.71% 167 +1,327 1.95% Q4 2025 Jan 30, 2026
Spire Wealth Management History Reduced 69,382 2,799 0.09% 0.1% 168 -2,007 -2.81% Q4 2025 Jan 14, 2026
Pinnacle Financial Partners, Inc. History New 68,368 2,758 0.02% — 169 +68,368 New Q4 2025 Feb 18, 2026
M&T BANK CORP History Reduced 67,682 2,731 0.01% 0.01% 170 -3,210 -4.53% Q4 2025 Jan 30, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 66,553 2,685 0.0% 0.01% 171 -519,844 -88.65% Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 63,560 2,677 0.68% 0.68% 172 0 0.0% Q4 2025 Feb 17, 2026
Paladin Advisory Group, LLC History Added to 65,951 2,661 1.94% 2.1% 173 +2,069 3.24% Q4 2025 Jan 21, 2026
J. Team Financial, Inc. History Reduced 65,395 2,638 2.64% 3.1% 174 -7,193 -9.91% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Added to 64,077 2,585 0.0% 0.0% 175 +20,830 48.17% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 61,207 2,469 0.04% 0.04% 176 +1,066 1.77% Q4 2025 Feb 09, 2026
NBT BANK N A /NY History Reduced 60,214 2,429 0.16% 0.17% 177 -443 -0.73% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 59,471 2,399 0.03% 0.02% 178 +21,194 55.37% Q4 2025 Jan 29, 2026
Cordatus Wealth Management LLC History Added to 58,742 2,370 0.55% 0.58% 179 +318 0.54% Q4 2025 Jan 26, 2026
Compass Wealth Management, LLC/GA History Added to 58,357 2,354 0.97% 0.95% 180 +7,360 14.43% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Reduced 58,313 2,352 0.01% 0.02% 181 -129 -0.22% Q4 2025 Jan 27, 2026
EP Wealth Advisors, LLC History New 58,264 2,350 0.01% — 182 +58,264 New Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 57,343 2,313 0.0% 0.0% 183 +27,439 91.76% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 55,521 2,240 0.0% 0.0% 184 -8,678 -13.52% Q4 2025 Feb 02, 2026
Jain Global LLC History New 55,198 2,227 0.01% — 185 +55,198 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 55,006 2,219 0.0% 0.0% 186 -1,763 -3.11% Q4 2025 Feb 12, 2026
Empirical Asset Management, LLC History Added to 54,736 2,208 0.62% 0.48% 187 +13,980 34.3% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Added to 54,026 2,179 0.05% 0.05% 188 +2,256 4.36% Q4 2025 Feb 13, 2026
111 Capital History New 53,581 2,161 0.47% — 189 +53,581 New Q4 2025 Feb 11, 2026
Manske Wealth Management History Added to 53,429 2,155 0.64% 0.69% 190 +161 0.3% Q4 2025 Feb 03, 2026
Orion Porfolio Solutions, LLC History Reduced 53,100 2,142 0.02% 0.02% 191 -5,149 -8.84% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 52,827 2,131 0.0% 0.0% 192 +32,621 161.44% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Added to 52,469 2,117 0.16% 0.17% 193 +146 0.28% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Reduced 52,188 2,105 0.03% 0.05% 194 -34,930 -40.1% Q4 2025 Feb 05, 2026
Triangle Securities Wealth Management History Reduced 51,590 2,081 0.44% 0.51% 195 -2,395 -4.44% Q4 2025 Jan 13, 2026
Horizons Wealth Management History Added to 50,738 2,047 1.34% 1.18% 197 +9,790 23.91% Q4 2025 Jan 05, 2026
Fragasso Financial Advisors Inc History Reduced 50,738 2,047 0.12% 0.14% 196 -3,858 -7.07% Q4 2025 Jan 07, 2026
IMC-Chicago, LLC History Reduced 50,463 2,036 0.0% 0.0% 198 -25,633 -33.69% Q4 2025 Jan 29, 2026
BAILARD, INC. History Reduced 50,265 2,028 0.04% 0.05% 199 -7,301 -12.68% Q4 2025 Feb 04, 2026
Maven Securities LTD History New 50,000 2,017 0.04% — 200 +50,000 New Q4 2025 Feb 13, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 49,540 1,998 0.45% 0.56% 201 -4,426 -8.2% Q4 2025 Feb 11, 2026
Redwood Financial Network Corp History Reduced 49,270 1,988 1.27% 1.36% 202 -1,801 -3.53% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Reduced 48,798 1,968 0.11% 0.13% 203 -1,253 -2.5% Q4 2025 Feb 04, 2026
TUDOR INVESTMENT CORP ET AL History New 48,379 1,952 0.0% — 204 +48,379 New Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Reduced 45,281 1,911 0.09% 0.11% 205 -3,092 -6.39% Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History New 47,331 1,909 0.0% — 206 +47,331 New Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 47,292 1,908 0.03% 0.04% 207 +3,725 8.55% Q4 2025 Jan 13, 2026
Premier Path Wealth Partners, LLC History Reduced 46,315 1,868 0.24% 0.26% 208 -2,196 -4.53% Q4 2025 Jan 22, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 46,236 1,865 1.94% 1.94% 209 0 0.0% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 44,924 1,850 0.01% 0.01% 210 +3,182 7.62% Q4 2025 Feb 10, 2026
Private Wealth Advisors, LLC History Added to 45,749 1,845 0.59% 0.64% 211 +883 1.97% Q4 2025 Feb 06, 2026
Winthrop Capital Management, LLC History Reduced 45,000 1,816 0.42% 0.48% 212 -2,445 -5.15% Q4 2025 Feb 10, 2026
CX Institutional History Added to 44,142 1,781 0.05% 0.05% 213 +3,434 8.44% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 43,972 1,774 0.01% 0.01% 214 -2,452 -5.28% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Reduced 43,488 1,754 0.03% 0.04% 215 -5,617 -11.44% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Reduced 43,465 1,753 0.01% 0.01% 216 -15,207 -25.92% Q4 2025 Feb 12, 2026
Centennial Bank/AR/ History Added to 43,160 1,741 0.69% 0.69% 217 +1,252 2.99% Q4 2025 Feb 17, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 42,754 1,725 0.57% 0.61% 218 -23 -0.05% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 42,645 1,720 0.08% 0.42% 219 -184,389 -81.22% Q4 2025 Jan 21, 2026
Richard W. Paul & Associates, LLC History Added to 41,131 1,659 0.55% 0.53% 220 +4,047 10.91% Q4 2025 Feb 12, 2026
BALLAST ADVISORS LLC History Added to 40,985 1,653 0.46% 0.47% 221 +98 0.24% Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Reduced 40,196 1,621 0.0% 0.0% 222 -624 -1.53% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Added to 39,250 1,617 0.05% 0.06% 223 +2,658 7.26% Q4 2025 Jan 27, 2026
Quantinno Capital Management LP History Added to 39,866 1,608 0.0% 0.0% 224 +1,520 3.96% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 39,555 1,596 0.01% 0.01% 225 +198 0.5% Q4 2025 Feb 02, 2026
Beacon Bank & Trust History Reduced 38,088 1,536 0.31% 0.45% 226 -11,095 -22.56% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 37,165 1,503 0.01% 0.01% 227 +16,589 80.62% Q4 2025 Feb 17, 2026
Wealth Alliance Advisory Group, LLC History Added to 37,157 1,499 0.26% 0.24% 228 +4,900 15.19% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Added to 37,017 1,493 0.0% 0.0% 229 +24,842 204.04% Q4 2025 Feb 10, 2026
CHEMUNG CANAL TRUST CO History Reduced 36,941 1,490 0.29% 0.68% 230 -44,204 -54.48% Q4 2025 Jan 14, 2026
Berkeley Capital Partners, LLC History New 36,559 1,475 0.35% — 231 +36,559 New Q4 2025 Feb 05, 2026
Savant Capital, LLC History Reduced 36,467 1,471 0.01% 0.01% 232 -2,073 -5.38% Q4 2025 Feb 10, 2026
Zuckerman Investment Group, LLC History Reduced 35,965 1,451 0.13% 0.15% 233 -2,010 -5.29% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 35,611 1,436 0.01% 0.01% 234 +946 2.73% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 35,305 1,424 0.0% 0.0% 235 -191 -0.54% Q4 2025 Feb 13, 2026
PACIFIC SUN FINANCIAL CORP History Added to 34,703 1,400 0.67% 0.66% 236 +2,039 6.24% Q4 2025 Feb 05, 2026
Orange Investment Advisors, Inc. History Added to 34,468 1,390 0.15% 0.15% 237 +1,013 3.03% Q4 2025 Feb 06, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 34,238 1,381 0.02% 0.03% 238 -1,883 -5.21% Q4 2025 Jan 28, 2026
Alpha Cubed Investments, LLC History Added to 33,709 1,360 0.05% 0.02% 239 +18,776 125.73% Q4 2025 Feb 03, 2026
Walleye Trading LLC History New 33,685 1,359 0.0% — 240 +33,685 New Q4 2025 Feb 13, 2026
Hills Bank & Trust Co History New 33,585 1,355 0.08% — 241 +33,585 New Q4 2025 Feb 05, 2026
Cornerstone Planning Group LLC History Added to 32,747 1,337 0.21% 0.0% 243 +32,558 17226.46% Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Reduced 33,138 1,337 0.03% 0.04% 242 -4,947 -12.99% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Reduced 32,980 1,330 0.01% 0.04% 244 -52,604 -61.46% Q4 2025 Feb 13, 2026
FORONJY FINANCIAL LLC History Added to 32,950 1,329 0.55% 0.57% 245 +2,179 7.08% Q4 2025 Feb 03, 2026
CSS LLC/IL History New 32,770 1,322 0.06% — 246 +32,770 New Q4 2025 Feb 17, 2026
O'ROURKE & COMPANY, Inc History Added to 32,619 1,316 0.51% 0.53% 247 +2,505 8.32% Q4 2025 Jan 28, 2026
Squarepoint Ops LLC History Added to 32,473 1,310 0.0% 0.0% 248 +26,473 441.22% Q4 2025 Feb 13, 2026
Scott Capital Advisors, LLC History Added to 32,489 1,310 0.29% 0.3% 249 +556 1.74% Q4 2025 Jan 12, 2026
Oath Planning, LLC History New 32,324 1,304 1.29% — 250 +32,324 New Q4 2025 Feb 12, 2026
TRUST CO OF OKLAHOMA History Added to 32,097 1,295 0.38% 0.39% 251 +637 2.02% Q4 2025 Jan 14, 2026
Ignite Planners, LLC History Reduced 31,142 1,290 0.2% 0.29% 252 -10,824 -25.79% Q4 2025 Feb 06, 2026
Stillwater Capital Advisors, LLC History Reduced 31,780 1,282 0.14% 0.15% 253 -81 -0.25% Q4 2025 Jan 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 31,547 1,272 0.08% 0.09% 254 -1,307 -3.98% Q4 2025 Jan 23, 2026
Bleakley Financial Group, LLC History Reduced 31,514 1,271 0.02% 0.03% 255 -52 -0.16% Q4 2025 Feb 09, 2026
Thayer Partners, LLC / MA History New 31,402 1,267 0.62% — 256 +31,402 New Q4 2025 Feb 05, 2026
FIRST NATIONAL BANK OF OMAHA History New 31,053 1,264 0.04% — 257 +31,053 New Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 30,816 1,243 0.09% 0.07% 258 +8,034 35.26% Q4 2025 Feb 05, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 30,812 1,243 0.49% 0.51% 259 -10 -0.03% Q4 2025 Jan 07, 2026
AlphaStar Capital Management, LLC History Reduced 30,797 1,242 0.09% 1.16% 260 -289,237 -90.38% Q4 2025 Feb 02, 2026
Ranch Capital Advisors Inc. History Added to 30,639 1,236 0.45% 0.49% 261 +502 1.67% Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Reduced 30,616 1,235 0.03% 0.04% 262 -710 -2.27% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 30,403 1,226 0.0% — 263 +30,403 New Q4 2025 Feb 13, 2026
Powerhouse Assets LLC History New 30,380 1,225 1.08% — 264 +30,380 New Q4 2025 Jan 15, 2026
Concurrent Investment Advisors, LLC History Added to 30,147 1,216 0.01% 0.01% 265 +20,232 204.05% Q4 2025 Jan 29, 2026
One Wealth Map LLC History Added to 29,626 1,213 0.62% 0.59% 266 +2,463 9.07% Q4 2025 Feb 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 29,631 1,195 0.0% 0.0% 267 -2,351 -7.35% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 29,529 1,191 0.03% 0.41% 268 -319,909 -91.55% Q4 2025 Feb 17, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 29,297 1,182 0.35% 0.39% 269 0 0.0% Q4 2025 Jan 26, 2026
Vantage Financial Partners, LLC History Added to 28,834 1,163 0.24% 0.25% 270 +305 1.07% Q4 2025 Feb 03, 2026
Urban Financial Advisory Corp History Added to 28,540 1,151 0.45% 0.52% 271 +2,254 8.57% Q4 2025 Feb 04, 2026
Sherry Group, Inc. History New 27,950 1,138 1.19% — 272 +27,950 New Q4 2025 Feb 05, 2026
Copia Wealth Management History Reduced 28,005 1,130 0.81% 1.0% 273 -3,926 -12.3% Q4 2025 Feb 06, 2026
Simmons Bank History Reduced 27,951 1,127 0.08% 0.08% 274 -521 -1.83% Q4 2025 Feb 05, 2026
Fiduciary Group, LLC History Reduced 27,861 1,124 0.09% 0.1% 275 -260 -0.92% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 27,523 1,110 0.02% 0.02% 276 +685 2.55% Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 27,385 1,104 0.01% — 277 +27,385 New Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 27,329 1,102 0.04% 0.04% 278 -332 -1.2% Q4 2025 Jan 21, 2026
BENJAMIN EDWARDS INC History Added to 27,222 1,098 0.01% 0.01% 279 +14,170 108.57% Q4 2025 Feb 02, 2026
Hudson Oak Wealth Advisory LLC History New 27,095 1,093 0.96% — 281 +27,095 New Q4 2025 Jan 23, 2026
Composition Wealth, LLC History Added to 27,089 1,093 0.02% 0.02% 280 +347 1.3% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Added to 26,939 1,087 0.08% 0.07% 282 +4,745 21.38% Q4 2025 Jan 21, 2026
Alliance Wealth Advisors, LLC History Added to 26,799 1,081 0.47% 0.47% 283 +2,021 8.16% Q4 2025 Jan 14, 2026
Conservest Capital Advisors, Inc. History Added to 26,746 1,079 0.1% 0.05% 284 +14,736 122.7% Q4 2025 Feb 12, 2026
Capital Advisors Wealth Management, LLC History Reduced 26,764 1,079 0.15% 0.24% 285 -13,430 -33.41% Q4 2025 Jan 21, 2026
JSF Financial, LLC History New 26,584 1,072 0.22% — 286 +26,584 New Q4 2025 Feb 04, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 26,466 1,067 0.14% — 287 +26,466 New Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Reduced 26,431 1,066 0.03% 0.05% 288 -21,964 -45.38% Q4 2025 Jan 28, 2026
SUMMIT SECURITIES GROUP LLC History New 26,370 1,064 0.14% — 289 +26,370 New Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 26,120 1,053 0.01% 0.01% 290 -30 -0.11% Q4 2025 Jan 21, 2026
OPPENHEIMER & CO INC History Reduced 26,083 1,052 0.01% 0.01% 291 -2,231 -7.88% Q4 2025 Feb 02, 2026
Zullo Investment Group, Inc. History Added to 25,924 1,046 0.38% 0.4% 292 +30 0.12% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 25,618 1,033 0.05% 0.05% 293 +592 2.37% Q4 2025 Feb 10, 2026
INNEALTA CAPITAL, LLC History Reduced 25,356 1,023 0.55% 0.69% 294 -7,334 -22.43% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Added to 25,025 1,009 0.0% 0.0% 295 +427 1.74% Q4 2025 Feb 13, 2026
Parkside Investments, LLC History Reduced 25,000 1,008 0.13% 0.21% 297 -15,000 -37.5% Q4 2025 Feb 09, 2026
ASSOCIATED BANC-CORP History Reduced 24,988 1,008 0.03% 0.03% 296 -820 -3.18% Q4 2025 Feb 06, 2026
Cooksen Wealth, LLC History Added to 24,909 1,005 0.74% 0.76% 298 +612 2.52% Q4 2025 Jan 20, 2026
Arkadios Wealth Advisors History Added to 24,724 997 0.02% 0.02% 299 +1,328 5.68% Q4 2025 Feb 13, 2026
PeakShares LLC History New 24,570 991 0.97% — 300 +24,570 New Q4 2025 Mar 10, 2026
BLAIR WILLIAM & CO/IL History Added to 24,474 987 0.0% 0.0% 301 +4,432 22.11% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 24,226 977 0.01% 0.02% 302 -23,882 -49.64% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 23,932 965 0.1% 0.12% 303 +11,260 88.86% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 23,841 962 0.03% 0.03% 304 +1,657 7.47% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Reduced 23,667 954 0.03% 0.04% 306 -533 -2.2% Q4 2025 Jan 13, 2026
Magnus Financial Group LLC History Added to 23,665 954 0.07% 0.08% 305 +46 0.19% Q4 2025 Jan 07, 2026
Winter & Associates, Inc. History New 23,366 942 0.87% — 307 +23,366 New Q4 2025 Feb 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 23,111 932 0.62% 0.64% 308 +794 3.56% Q4 2025 Jan 09, 2026
Corsicana & Co. History Reduced 22,960 926 0.52% 0.55% 309 -135 -0.58% Q4 2025 Jan 07, 2026
Virtu Financial LLC History New 22,812 920 0.04% — 310 +22,812 New Q4 2025 Feb 23, 2026
Talisman Wealth Advisors LLC History Added to 22,703 917 0.71% 0.76% 311 +851 3.89% Q4 2025 Feb 20, 2026
Betterment LLC History Added to 22,684 915 0.0% 0.0% 312 +2,183 10.65% Q4 2025 Feb 12, 2026
ARROW FINANCIAL CORP History Reduced 22,430 905 0.09% 1.07% 313 -226,102 -90.98% Q4 2025 Feb 05, 2026
Wealth Advisors of Tampa Bay, LLC History Reduced 22,203 895 0.31% 0.35% 314 -2,575 -10.39% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 21,961 886 0.05% 0.09% 315 -9,253 -29.64% Q4 2025 Feb 10, 2026
Kaizen Financial Strategies History Added to 21,917 884 0.39% 0.34% 316 +3,419 18.48% Q4 2025 Jan 21, 2026
WESPAC Advisors SoCal, LLC History Added to 21,787 879 0.18% 0.18% 317 +299 1.39% Q4 2025 Jan 07, 2026
Cresset Asset Management, LLC History Added to 21,730 876 0.0% 0.0% 318 +522 2.46% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 21,489 867 0.03% 0.03% 319 -1,140 -5.04% Q4 2025 Jan 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 20,978 846 0.02% 0.02% 320 +2,015 10.63% Q4 2025 Jan 29, 2026
Global Trust Wealth Management LLC History New 20,965 845 0.63% — 321 +20,965 New Q4 2025 Jan 28, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 20,591 830 0.1% 0.11% 322 +236 1.16% Q4 2025 Jan 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 20,411 823 0.01% 0.01% 323 +436 2.18% Q4 2025 Feb 12, 2026
Advisory Resource Group History Added to 20,192 814 0.14% 0.15% 324 +729 3.75% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History Added to 20,000 807 0.02% 0.02% 326 +3,500 21.21% Q4 2025 Feb 10, 2026
FIL Ltd History Added to 20,024 807 0.0% 0.0% 325 +532 2.73% Q4 2025 Feb 17, 2026
Luminist Capital LLC History Added to 19,882 802 0.99% 0.7% 327 +746 3.9% Q4 2025 Feb 13, 2026
MEANS INVESTMENT CO., INC. History Reduced 19,523 787 0.07% 2.5% 328 -666,925 -97.16% Q4 2025 Jan 26, 2026
Fourth Dimension Wealth, LLC History Added to 19,210 775 0.28% 0.3% 329 +743 4.02% Q4 2025 Feb 04, 2026
3EDGE Asset Management, LP History Added to 18,996 772 0.04% 0.03% 330 +4,986 35.59% Q4 2025 Feb 06, 2026
Horizon Investments, LLC History Reduced 19,112 771 0.01% 0.02% 331 -12,005 -38.58% Q4 2025 Feb 02, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 19,036 768 0.13% 0.14% 332 -279 -1.44% Q4 2025 Jan 15, 2026
Chesapeake Wealth Management History Added to 18,785 757 0.23% 0.24% 333 +38 0.2% Q4 2025 Feb 03, 2026
Impact Investors, Inc History Added to 18,475 745 0.52% 0.44% 334 +2,672 16.91% Q4 2025 Jan 21, 2026
MARTIN & CO INC /TN/ History Added to 18,442 744 0.13% 0.13% 335 +728 4.11% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 18,425 743 0.02% 0.03% 336 -14,832 -44.6% Q4 2025 Feb 13, 2026
Jackson Hole Capital Partners, LLC History Reduced 18,377 741 0.13% 0.15% 337 -1,872 -9.24% Q4 2025 Jan 30, 2026
Cornerstone Wealth Management, LLC History Reduced 18,308 738 0.04% 0.04% 338 -877 -4.57% Q4 2025 Feb 05, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 18,191 734 0.11% 0.11% 340 +383 2.15% Q4 2025 Feb 06, 2026
CARRET ASSET MANAGEMENT, LLC History No change 18,213 734 0.07% 0.07% 339 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 17,983 725 0.0% 0.0% 341 +17,788 9122.05% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 17,983 725 0.01% 0.02% 342 +212 1.19% Q4 2025 Feb 19, 2026
1900 WEALTH MANAGEMENT LLC History No change 17,922 723 0.05% 0.05% 343 0 0.0% Q4 2025 Jan 20, 2026
CENTRAL TRUST Co History Added to 17,745 716 0.01% 0.02% 344 +495 2.87% Q4 2025 Feb 02, 2026
Collaborative Wealth Managment Inc. History Reduced 17,700 714 0.25% 0.43% 345 -7,708 -30.34% Q4 2025 Feb 09, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 17,412 699 0.01% 0.62% 346 -1,612,911 -98.93% Q4 2025 Feb 03, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 17,294 697 0.11% 0.13% 347 +159 0.93% Q4 2025 Jan 22, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 17,206 694 0.08% 0.09% 348 -2,306 -11.82% Q4 2025 Jan 29, 2026
LongView Wealth Management History Reduced 17,098 694 0.17% 0.21% 349 -1,387 -7.5% Q4 2025 Jan 13, 2026
Weinberger Asset Management, Inc History Reduced 17,186 693 0.25% 0.27% 350 -470 -2.66% Q4 2025 Feb 09, 2026
Kraft, Davis & Associates, LLC History Reduced 16,921 692 0.16% 0.21% 351 -3,827 -18.45% Q4 2025 Jan 14, 2026
Trust Co History Added to 17,085 689 0.06% 0.07% 352 +1,132 7.1% Q4 2025 Jan 15, 2026
Creekside Partners History Added to 16,951 683 0.29% 0.31% 353 +48 0.28% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 16,912 682 0.0% 0.0% 354 +3,515 26.24% Q4 2025 Feb 10, 2026
Peoples Bank/KS History Reduced 16,880 681 0.68% 0.71% 355 -100 -0.59% Q4 2025 Jan 08, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 16,304 657 0.19% 0.21% 356 +21 0.13% Q4 2025 Feb 11, 2026
Asset Allocation Strategies LLC History Reduced 16,217 654 0.12% 0.17% 357 -3,955 -19.61% Q4 2025 Feb 13, 2026
Independence Wealth Advisors, LLC History New 16,181 652 0.37% — 358 +16,181 New Q4 2025 Jan 09, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 16,079 649 0.17% 0.1% 360 +7,030 77.69% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History No change 16,099 649 0.04% 0.04% 359 0 0.0% Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History Reduced 16,033 646 0.01% 0.04% 361 -22,425 -58.31% Q4 2025 Feb 09, 2026
Clal Insurance Enterprises Holdings Ltd History No change 16,000 646 0.0% 0.01% 362 0 0.0% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Reduced 15,892 641 0.02% 0.02% 363 -1,305 -7.59% Q4 2025 Jan 30, 2026
Boltwood Capital Management History Reduced 15,663 632 0.16% 0.18% 364 -467 -2.9% Q4 2025 Jan 02, 2026
Maridea Wealth Management LLC History Reduced 15,492 625 0.09% 0.11% 365 -566 -3.52% Q4 2025 Jan 08, 2026
GLENMEDE TRUST CO NA History New 15,391 621 0.0% — 366 +15,391 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 15,353 619 0.02% 0.02% 367 +6,546 74.33% Q4 2025 Feb 17, 2026
Cascade Financial Partners, LLC History Reduced 15,285 616 0.06% 0.09% 368 -2,867 -15.79% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History Reduced 15,246 615 0.03% 0.03% 369 -1,326 -8.0% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Reduced 15,082 608 0.02% 0.02% 370 -510 -3.27% Q4 2025 Jan 12, 2026
Cornerstone National Bank & Trust Co History Added to 15,027 606 0.24% 0.25% 371 +176 1.19% Q4 2025 Jan 29, 2026
Valmark Advisers, Inc. History Reduced 14,977 604 0.01% 0.01% 372 -666 -4.26% Q4 2025 Jan 26, 2026
Burford Brothers, Inc. History Reduced 14,877 600 0.25% 0.28% 373 -496 -3.23% Q4 2025 Feb 05, 2026
Fairway Wealth LLC History Added to 14,787 596 0.16% 0.17% 374 +75 0.51% Q4 2025 Jan 28, 2026
BLB&B Advisors, LLC History Added to 14,656 591 0.02% 0.02% 375 +5,230 55.48% Q4 2025 Jan 26, 2026
FMR LLC History Reduced 14,630 590 0.0% 0.0% 376 -2,325 -13.71% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 14,554 587 0.02% 0.01% 377 +4,567 45.73% Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 14,527 586 0.02% 0.02% 378 -397 -2.66% Q4 2025 Feb 03, 2026
AMG National Trust Bank History Added to 14,340 578 0.01% 0.01% 379 +2,098 17.14% Q4 2025 Jan 30, 2026
Triad Wealth Partners, LLC History New 14,303 577 0.05% — 380 +14,303 New Q4 2025 Jan 22, 2026
Summit Financial, LLC History Reduced 14,226 574 0.01% 0.01% 381 -951 -6.27% Q4 2025 Feb 13, 2026
Gallacher Capital Management LLC History New 14,170 571 0.22% — 382 +14,170 New Q4 2025 Feb 03, 2026
Hirtle Callaghan & Co LLC History No change 13,787 556 0.02% 0.02% 383 0 0.0% Q4 2025 Feb 04, 2026
WHITTIER TRUST CO History Reduced 13,645 555 0.01% 0.01% 384 -1,610 -10.55% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 13,595 548 0.0% 0.0% 385 +24 0.18% Q4 2025 Feb 13, 2026
MONETARY MANAGEMENT GROUP INC History Added to 13,368 539 0.12% 0.12% 386 +600 4.7% Q4 2025 Feb 11, 2026
Piedmont Capital Management, LLC History Added to 13,357 538 0.27% 0.27% 387 +1,141 9.34% Q4 2025 Feb 13, 2026
IMZ Advisory Inc History Reduced 13,203 532 0.19% 0.21% 388 -470 -3.44% Q4 2025 Jan 21, 2026
ExodusPoint Capital Management, LP History New 13,134 529 0.0% — 389 +13,134 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 13,065 527 0.01% 0.01% 390 +3,935 43.1% Q4 2025 Jan 16, 2026
Berger Financial Group, Inc History Reduced 13,036 526 0.03% 0.04% 391 -1,503 -10.34% Q4 2025 Jan 27, 2026
Venturi Wealth Management, LLC History Added to 12,895 520 0.02% 0.02% 392 +1,384 12.02% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 12,770 515 0.0% 0.0% 393 +6,491 103.38% Q4 2025 Feb 17, 2026
NESTEGG ADVISORS, INC. History Added to 12,765 515 0.44% 0.44% 394 +872 7.33% Q4 2025 Jan 21, 2026
MontVue Capital Management, Inc. History Reduced 12,727 513 0.34% 0.36% 395 -150 -1.16% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Added to 12,631 509 0.03% 0.03% 396 +1,090 9.44% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Reduced 12,325 497 0.02% 0.05% 398 -11,858 -49.03% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 12,327 497 0.37% 0.33% 397 +1,991 19.26% Q4 2025 Jan 27, 2026
Signal Advisors Wealth, LLC History Added to 12,275 495 0.04% 0.03% 399 +5,256 74.88% Q4 2025 Jan 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 12,233 493 0.0% 0.0% 400 +1,017 9.07% Q4 2025 Feb 06, 2026
NATIXIS History Added to 12,201 492 0.0% 0.0% 401 +82 0.68% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 12,102 488 0.0% 0.0% 402 -412 -3.29% Q4 2025 Feb 09, 2026
Tandem Wealth Advisors LLC History Added to 11,632 469 0.21% 0.19% 403 +2,080 21.78% Q4 2025 Feb 12, 2026
Churchill Financial Advisors, LLC History New 11,582 467 0.14% — 404 +11,582 New Q4 2025 Feb 09, 2026
Retirement Planning Co of New England, Inc. History Reduced 11,436 461 0.18% 0.21% 405 -992 -7.98% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 11,312 456 0.0% 0.0% 406 +284 2.58% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 11,250 453 0.01% — 407 +11,250 New Q4 2025 Feb 11, 2026
Roberts Wealth Advisors, LLC History Added to 11,226 452 0.12% 0.1% 408 +1,957 21.11% Q4 2025 Jan 13, 2026
Integrated Wealth Concepts LLC History Reduced 11,196 451 0.01% 0.02% 409 -35,518 -76.03% Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History Added to 11,126 448 0.14% 0.15% 410 +2 0.02% Q4 2025 Jan 22, 2026
SCOTIA CAPITAL INC. History Added to 11,046 445 0.0% 0.0% 411 +1,582 16.72% Q4 2025 Feb 12, 2026
Markin Asset Management, LP History New 10,993 443 0.49% — 412 +10,993 New Q4 2025 Feb 13, 2026
Mystic Asset Management, Inc. History Reduced 10,967 442 0.1% 0.11% 413 -198 -1.77% Q4 2025 Jan 28, 2026
Vident Advisory, LLC History Reduced 10,939 441 0.0% 0.0% 414 -461 -4.04% Q4 2025 Feb 18, 2026
J.W. COLE ADVISORS, INC. History Added to 37,584 440 0.01% 0.03% 415 +48 0.13% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 10,800 435 0.0% 0.0% 416 +3,700 52.11% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 10,763 434 0.0% 0.0% 417 +5,561 106.9% Q4 2025 Feb 17, 2026
Colony Family Offices, LLC History No change 10,758 434 0.11% 0.12% 418 0 0.0% Q4 2025 Jan 22, 2026
DT Investment Partners, LLC History No change 10,558 426 0.04% 0.04% 419 0 0.0% Q4 2025 Feb 10, 2026
WealthShield Partners, LLC History Reduced 10,539 425 0.05% 0.06% 420 -2,324 -18.07% Q4 2025 Feb 03, 2026
10Elms LLP History Added to 10,480 422 0.39% 0.39% 422 +270 2.64% Q4 2025 Feb 13, 2026
OKABENA INVESTMENT SERVICES INC History Added to 10,469 422 0.08% 0.08% 421 +203 1.98% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 9,968 420 0.01% 0.01% 423 +615 6.58% Q4 2025 Jan 23, 2026
PFG Advisors History Added to 10,126 408 0.02% 0.01% 424 +4,079 67.45% Q4 2025 Jan 27, 2026
Soltis Investment Advisors LLC History Added to 10,127 408 0.03% 0.02% 425 +3,327 48.93% Q4 2025 Apr 02, 2026
Sequent Planning LLC History Added to 10,093 407 0.1% 0.09% 426 +2,402 31.23% Q4 2025 Feb 05, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 10,097 407 0.27% 0.25% 427 +716 7.63% Q4 2025 Feb 10, 2026
Gateway Wealth Partners, LLC History Reduced 9,862 397 0.04% 0.07% 428 -1,984 -16.75% Q4 2025 Feb 11, 2026
Golden State Equity Partners History New 9,825 396 0.06% — 429 +9,825 New Q4 2025 Jan 29, 2026
Independence Bank of Kentucky History Reduced 9,723 392 0.05% 0.05% 430 -100 -1.02% Q4 2025 Jan 20, 2026
Wealth Advisory Solutions, LLC History Reduced 9,711 391 0.09% 0.1% 431 -272 -2.72% Q4 2025 Jan 16, 2026
ES4, LLC History New 9,625 388 0.27% — 434 +9,625 New Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 9,629 388 0.04% 0.04% 432 +330 3.55% Q4 2025 Jan 23, 2026
Fairvoy Private Wealth, LLC History Reduced 9,620 388 0.09% 0.09% 433 -66 -0.68% Q4 2025 Jan 14, 2026
Beech Hill Advisors, Inc. History Added to 9,612 387 0.19% 0.17% 435 +965 11.16% Q4 2025 Jan 14, 2026
RCW Management, LLC History New 9,411 379 0.38% — 438 +9,411 New Q4 2025 Jan 30, 2026
FIRST NATIONAL TRUST CO History Added to 9,417 379 0.01% 0.01% 436 +1,927 25.73% Q4 2025 Feb 09, 2026
Marks Group Wealth Management, Inc History Added to 9,406 379 0.04% 0.03% 437 +810 9.42% Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 9,389 378 0.0% 0.0% 439 -1,843 -16.41% Q4 2025 Feb 03, 2026
United Asset Strategies, Inc. History Added to 9,368 377 0.03% 0.03% 440 +889 10.48% Q4 2025 Jan 28, 2026
M.E. ALLISON & CO., INC. History Added to 9,318 376 0.26% 0.27% 441 +201 2.2% Q4 2025 Jan 12, 2026
Pines Wealth Management, LLC History Added to 9,133 368 0.12% 0.12% 442 +482 5.57% Q4 2025 Feb 02, 2026
TD Capital Management LLC History Added to 9,019 363 0.03% 0.03% 443 +97 1.09% Q4 2025 Feb 26, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 8,995 362 0.19% 0.18% 444 -1,040 -10.36% Q4 2025 Feb 12, 2026
Blue Fin Capital, Inc. History Reduced 8,894 358 0.06% 0.06% 445 -197 -2.17% Q4 2025 Jan 23, 2026
New England Capital Financial Advisors LLC History Reduced 8,851 357 0.14% 0.17% 446 -850 -8.76% Q4 2025 Feb 02, 2026
Robertson Stephens Wealth Management, LLC History Added to 8,616 347 0.01% 0.01% 447 +683 8.61% Q4 2025 Feb 02, 2026
DEARBORN PARTNERS LLC History Added to 8,584 346 0.02% 0.01% 449 +1,894 28.31% Q4 2025 Feb 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 8,581 346 0.01% 0.01% 448 +935 12.23% Q4 2025 Jan 13, 2026
Stratos Wealth Partners, LTD. History Reduced 8,461 341 0.0% 0.0% 451 -425 -4.78% Q4 2025 Jan 20, 2026
Kessler Investment Group, LLC History Added to 8,473 341 0.14% 0.15% 450 +25 0.3% Q4 2025 Feb 03, 2026
Americana Partners, LLC History Added to 8,432 340 0.01% 0.01% 452 +99 1.19% Q4 2025 Feb 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History New 8,369 337 0.1% — 453 +8,369 New Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,306 335 0.0% 0.0% 454 +1,067 14.74% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Reduced 8,183 330 0.0% 0.0% 456 -7,027 -46.2% Q4 2025 Feb 13, 2026
CWC Advisors, LLC. History Added to 8,190 330 0.16% 0.15% 455 +1,095 15.43% Q4 2025 Jan 26, 2026
Kovack Advisors, Inc. History New 8,048 324 0.02% — 457 +8,048 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Reduced 7,982 322 0.03% 0.05% 458 -4,924 -38.15% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 7,950 320 0.01% — 459 +7,950 New Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,866 317 0.01% 0.0% 460 +2,843 56.6% Q4 2025 Feb 12, 2026
RVW Wealth, LLC History No change 7,846 316 0.02% 0.03% 461 0 0.0% Q4 2025 Jan 12, 2026
Joseph P. Lucia & Associates, LLC History No change 7,836 316 0.11% 0.12% 462 0 0.0% Q4 2025 Jan 28, 2026
W.H. Cornerstone Investments Inc. History Reduced 7,814 315 0.19% 0.34% 464 -5,329 -40.55% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History No change 7,827 315 0.02% 0.02% 463 0 0.0% Q4 2025 Feb 10, 2026
Ballast Rock Private Wealth LLC History New 7,791 314 0.2% — 465 +7,791 New Q4 2025 Feb 04, 2026
Sovran Advisors, LLC History Reduced 7,529 313 0.03% 0.03% 466 -1,106 -12.81% Q4 2025 Jan 20, 2026
Pine Valley Investments Ltd Liability Co History Reduced 7,756 312 0.01% 0.02% 467 -1,568 -16.82% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History New 7,730 311 0.01% — 469 +7,730 New Q4 2025 Feb 04, 2026
CALTON & ASSOCIATES, INC. History Reduced 7,728 311 0.05% 0.05% 468 -461 -5.63% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Reduced 7,675 309 0.01% 0.02% 470 -111 -1.43% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 7,601 306 0.01% 0.02% 471 -3,646 -32.42% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 7,572 305 0.0% 0.0% 472 -279 -3.55% Q4 2025 Feb 04, 2026
FLAGSTAR ADVISORS INC History Added to 7,537 304 0.1% 0.1% 473 +83 1.11% Q4 2025 Jan 13, 2026
Aprio Wealth Management, LLC History New 7,517 303 0.02% — 474 +7,517 New Q4 2025 Jan 29, 2026
Analyst IMS Investment Management Services Ltd. History No change 7,485 302 0.01% 0.01% 475 0 0.0% Q4 2025 Jan 20, 2026
NWAM LLC History Reduced 7,302 300 0.02% 0.02% 476 -2,088 -22.24% Q4 2025 Feb 04, 2026
KWB Wealth History Added to 7,384 297 0.03% 0.03% 477 +152 2.1% Q4 2025 Jan 12, 2026
Avestar Capital, LLC History New 7,187 289 0.02% — 478 +7,187 New Q4 2025 Feb 10, 2026
BCO Wealth Management LLC History No change 7,115 287 0.18% 0.2% 479 0 0.0% Q4 2025 Jan 14, 2026
Birchcreek Wealth Management, LLC History New 7,108 286 0.14% — 480 +7,108 New Q4 2025 Jan 16, 2026
Abound Wealth Management History Added to 7,103 286 0.07% 0.04% 481 +3,660 106.3% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 7,069 285 0.01% 0.01% 482 +2,091 42.0% Q4 2025 Feb 06, 2026
BOKF, NA History No change 7,051 284 0.0% 0.0% 483 0 0.0% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Added to 7,036 283 0.0% 0.0% 484 +856 13.85% Q4 2025 Jan 28, 2026
Larson Financial Group LLC History Added to 7,002 282 0.01% 0.01% 485 +150 2.19% Q4 2025 Feb 06, 2026
LOWE BROCKENBROUGH & CO INC History New 6,979 281 0.01% — 486 +6,979 New Q4 2025 Feb 11, 2026
True Vision MN LLC History Added to 6,929 279 0.14% 0.15% 487 +106 1.55% Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History Reduced 6,893 278 0.02% 0.03% 488 -2,034 -22.78% Q4 2025 Jan 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 6,851 276 0.0% — 489 +6,851 New Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History No change 6,797 274 0.01% 0.01% 490 0 0.0% Q4 2025 Feb 12, 2026
HOWE & RUSLING INC History Added to 6,735 271 0.02% 0.02% 491 +638 10.46% Q4 2025 Feb 17, 2026
VSM Wealth Advisory, LLC History New 6,664 268 0.08% — 492 +6,664 New Q4 2025 Feb 06, 2026
BROWN ADVISORY INC History New 6,621 267 0.0% — 493 +6,621 New Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Added to 6,632 267 0.02% 0.02% 494 +130 2.0% Q4 2025 Feb 13, 2026
WorthPointe, LLC History Added to 6,601 266 0.07% 0.1% 495 +83 1.27% Q4 2025 Jan 26, 2026
Madden Advisory Services, Inc. History Added to 6,589 265 0.11% 0.1% 496 +274 4.34% Q4 2025 Feb 11, 2026
PLIMOTH TRUST CO LLC History Reduced 6,590 265 0.06% 0.06% 497 -129 -1.92% Q4 2025 Jan 27, 2026
Realta Investment Advisors History Reduced 6,487 261 0.09% 0.18% 498 -6,074 -48.36% Q4 2025 Jan 20, 2026
Essex LLC History Added to 6,428 259 0.05% 0.04% 501 +1,494 30.28% Q4 2025 Jan 20, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 6,435 259 0.04% 0.03% 499 +716 12.52% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History No change 6,442 259 0.02% 0.03% 500 0 0.0% Q4 2025 Feb 11, 2026
WHALEROCK POINT PARTNERS, LLC History No change 6,400 258 0.05% 0.05% 502 0 0.0% Q4 2025 Feb 13, 2026
DOVER ADVISORS, LLC History Added to 6,238 251 0.1% 0.09% 503 +630 11.23% Q4 2025 Feb 10, 2026
Innova Wealth Partners History Added to 6,127 247 0.12% 0.13% 504 +414 7.25% Q4 2025 Jan 07, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 6,066 246 0.01% 0.0% 505 +3,924 183.19% Q4 2025 Jan 26, 2026
MGO ONE SEVEN LLC History Reduced 6,097 246 0.01% 0.01% 506 -296 -4.63% Q4 2025 Feb 03, 2026
Carnegie Investment Counsel History Added to 6,086 245 0.0% 0.0% 507 +598 10.9% Q4 2025 Jan 23, 2026
Apella Capital, LLC History New 6,030 243 0.0% — 509 +6,030 New Q4 2025 Jan 21, 2026
Keel Point, LLC History Reduced 6,036 243 0.01% 0.02% 508 -157 -2.54% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 6,008 242 0.0% 0.02% 511 -19,971 -76.87% Q4 2025 Feb 10, 2026
MGB Wealth Management, LLC History Reduced 6,000 242 0.07% 0.1% 512 -2,411 -28.66% Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History No change 6,008 242 0.08% 0.09% 510 0 0.0% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Reduced 5,950 240 0.01% 0.03% 513 -11,822 -66.52% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Reduced 5,950 240 0.04% 0.06% 514 -2,341 -28.24% Q4 2025 Jan 27, 2026
Prasad Wealth Partners, LLC History Reduced 5,931 239 0.06% 0.16% 516 -7,943 -57.25% Q4 2025 Jan 27, 2026
Caldwell Trust Co History Reduced 5,924 239 0.02% 0.03% 517 -1,100 -15.66% Q4 2025 Jan 30, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 5,934 239 0.01% 0.02% 515 -773 -11.53% Q4 2025 Jan 21, 2026
Beck Bode, LLC History Reduced 5,904 238 0.04% 0.04% 518 -374 -5.96% Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 5,832 235 0.01% 0.01% 519 +1,495 34.47% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History Reduced 5,830 235 0.01% 0.01% 520 -674 -10.36% Q4 2025 Jan 22, 2026
Point72 Asset Management, L.P. History New 5,700 229 0.0% — 521 +5,700 New Q4 2025 Feb 17, 2026
Catalyst Investment Management LLC History New 5,669 228 0.22% — 525 +5,669 New Q4 2025 Feb 20, 2026
Snider Financial Group History Reduced 5,665 228 0.06% 0.12% 523 -4,929 -46.53% Q4 2025 Jan 21, 2026
Advyzon Investment Management, LLC History Added to 5,674 228 0.03% 0.04% 524 +441 8.43% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,664 228 0.01% 0.02% 522 +288 5.36% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Reduced 5,626 227 0.0% 0.0% 526 -582 -9.38% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History Added to 5,648 227 0.04% 0.04% 527 +106 1.91% Q4 2025 Jan 23, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 5,606 226 0.01% 0.01% 528 0 0.0% Q4 2025 Jan 09, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 5,581 225 0.06% 0.06% 529 -343 -5.79% Q4 2025 Feb 09, 2026
StoneX Group Inc. History New 5,533 224 0.01% — 530 +5,533 New Q4 2025 Feb 12, 2026
TFB Advisors LLC History No change 5,549 223 0.06% 0.07% 531 0 0.0% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Reduced 5,515 222 0.0% 0.0% 533 -90 -1.61% Q4 2025 Feb 17, 2026
Newman Dignan & Sheerar, Inc. History Added to 5,515 222 0.05% 0.05% 532 +59 1.08% Q4 2025 Jan 22, 2026
Petros Family Wealth, LLC History New 5,484 221 0.15% — 534 +5,484 New Q4 2025 Jan 14, 2026
FIDUCIARY TRUST CO History New 5,453 220 0.0% — 535 +5,453 New Q4 2025 Feb 13, 2026
HHM Wealth Advisors, LLC History No change 5,473 220 0.03% 0.03% 536 0 0.0% Q4 2025 Jan 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,427 218 0.0% 0.0% 537 0 0.0% Q4 2025 Jan 22, 2026
Entelevest, LLC History New 5,387 217 0.22% — 539 +5,387 New Q4 2025 Feb 11, 2026
Pacific Capital Wealth Advisors, Inc. History No change 5,388 217 0.04% 0.04% 538 0 0.0% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History New 5,360 216 0.0% — 541 +5,360 New Q4 2025 Mar 20, 2026
FIRST HORIZON CORP History Reduced 5,361 216 0.01% 0.01% 540 -24 -0.45% Q4 2025 Jan 27, 2026
Rooted Wealth Advisors, Inc. History No change 5,221 216 0.06% 0.07% 542 0 0.0% Q4 2025 Feb 09, 2026
Briggs Wealth Management, Inc History New 5,341 215 0.23% — 544 +5,341 New Q4 2025 Feb 19, 2026
B. Riley Wealth Advisors, Inc. History Added to 5,331 215 0.01% 0.01% 543 +358 7.2% Q4 2025 Feb 17, 2026
Evernest Financial Advisors, LLC History Reduced 5,072 214 0.04% 0.08% 545 -1,292 -20.3% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 5,296 213 0.01% — 546 +5,296 New Q4 2025 Feb 09, 2026
Solstein Capital, LLC History No change 5,295 213 0.09% 0.05% 547 0 0.0% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 5,276 212 0.0% 0.0% 549 -922 -14.88% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Added to 5,277 212 0.02% 0.02% 548 +345 7.0% Q4 2025 Feb 13, 2026
Millington Financial Advisors, LLC History Reduced 4,940 207 0.09% 0.12% 553 -895 -15.34% Q4 2025 Feb 09, 2026
LPWM LLC History Added to 5,144 207 0.05% 0.05% 551 +329 6.83% Q4 2025 Jan 06, 2026
Intrua Financial, LLC History Reduced 5,145 207 0.02% 0.02% 552 -175 -3.29% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Added to 5,154 207 0.01% 0.01% 550 +22 0.43% Q4 2025 Jan 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 5,048 203 0.01% 0.04% 558 -8,639 -63.12% Q4 2025 Feb 12, 2026
Centennial Wealth Advisory LLC History New 5,046 203 0.05% — 557 +5,046 New Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History New 5,038 203 0.0% — 556 +5,038 New Q4 2025 Jan 26, 2026
Estate Counselors, LLC History Reduced 5,055 203 0.02% 0.02% 555 -1,725 -25.44% Q4 2025 Feb 02, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 5,045 203 0.04% 0.06% 554 -1,515 -23.09% Q4 2025 Feb 17, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 4,970 200 0.06% 0.07% 559 -403 -7.5% Q4 2025 Jan 30, 2026
Mirae Asset Global Investments Co., Ltd. History No change 4,650 187 0.0% 0.0% 560 0 0.0% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Added to 4,565 184 0.01% 0.01% 561 +385 9.21% Q4 2025 Jan 29, 2026
Strive Financial Group ,LLC History New 4,500 181 0.09% — 562 +4,500 New Q4 2025 Feb 18, 2026
Ancora Advisors LLC History No change 3,930 158 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 3,911 157 0.0% 0.0% 564 +2,667 214.39% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Reduced 3,513 141 0.0% 0.0% 565 -1,497 -29.88% Q4 2025 Feb 06, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,290 132 0.01% — 566 +3,290 New Q4 2025 Feb 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 3,257 131 0.01% 0.01% 567 -2,496 -43.39% Q4 2025 Jan 21, 2026
Cranbrook Wealth Management, LLC History Reduced 3,256 131 0.03% 0.03% 568 -677 -17.21% Q4 2025 Jan 28, 2026
Turning Point Benefit Group, Inc. History Reduced 3,094 124 0.06% 0.08% 570 -252 -7.53% Q4 2025 Jan 30, 2026
Sherman Asset Management, Inc. History Added to 3,075 124 0.1% 0.11% 569 +6 0.2% Q4 2025 Feb 05, 2026
Noble Wealth Management PBC History No change 3,000 121 0.06% 0.07% 571 0 0.0% Q4 2025 Jan 05, 2026
Elevated Capital Advisors, LLC History New 2,933 118 0.03% — 572 +2,933 New Q4 2025 Jan 27, 2026
ORG Wealth Partners, LLC History No change 2,893 116 0.03% 0.03% 573 0 0.0% Q4 2025 Jan 14, 2026
Capital Advisors, Ltd. LLC History Added to 2,715 110 0.01% 0.01% 575 +585 27.46% Q4 2025 Jan 21, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,750 110 0.0% 0.0% 574 +166 6.42% Q4 2025 Feb 06, 2026
FIRST UNITED BANK & TRUST History Reduced 2,614 105 0.03% 0.04% 576 -204 -7.24% Q4 2025 Jan 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,487 100 0.03% 0.03% 577 0 0.0% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 2,461 99 0.0% 0.0% 578 +432 21.29% Q4 2025 Feb 13, 2026
LRI Investments, LLC History No change 2,310 93 0.01% 0.01% 579 0 0.0% Q4 2025 Feb 04, 2026
IFC & Insurance Marketing, Inc. History New 2,167 87 0.09% — 580 +2,167 New Q4 2025 Feb 12, 2026
Financial Freedom, LLC History Added to 2,045 82 0.04% 0.04% 582 +14 0.69% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 2,055 82 0.01% 0.01% 581 0 0.0% Q4 2025 Jan 23, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 2,029 81 0.0% 0.0% 583 +10 0.5% Q4 2025 Feb 12, 2026
Front Row Advisors LLC History No change 2,010 81 0.03% 0.03% 584 0 0.0% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History Reduced 1,989 80 0.0% 0.0% 585 -308 -13.41% Q4 2025 Feb 02, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 2,007 80 0.04% 0.04% 586 0 0.0% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 1,923 77 0.0% — 587 +1,923 New Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History New 1,909 77 0.01% — 588 +1,909 New Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,784 71 0.0% 0.0% 589 -3,774 -67.9% Q4 2025 Feb 17, 2026
Provident Wealth Management, LLC History No change 1,750 70 0.02% 0.02% 590 0 0.0% Q4 2025 Jan 28, 2026
Aventura Private Wealth, LLC History Reduced 1,612 65 0.02% 0.03% 591 -325 -16.78% Q4 2025 Jan 07, 2026
Security National Bank History Reduced 1,587 64 0.01% 0.02% 592 -1,425 -47.31% Q4 2025 Feb 05, 2026
SOA Wealth Advisors, LLC. History Added to 1,538 62 0.01% 0.01% 593 +14 0.92% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,532 61 0.01% — 594 +1,532 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History No change 1,494 60 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 16, 2026
TSFG, LLC History Added to 1,452 59 0.01% 0.01% 596 +7 0.48% Q4 2025 Feb 04, 2026
Viewpoint Capital Management LLC History Reduced 1,303 52 0.02% 0.02% 597 -11 -0.84% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 1,286 51 0.01% 0.0% 598 +503 64.24% Q4 2025 Feb 13, 2026
Birchwood Financial Partners, Inc. History New 1,250 50 0.05% — 599 +1,250 New Q4 2025 Feb 19, 2026
Private Wealth Asset Management, LLC History Added to 1,209 48 0.01% 0.01% 600 +28 2.37% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,189 47 0.0% 0.05% 601 -12,311 -91.19% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History No change 1,109 44 0.02% 0.02% 602 0 0.0% Q4 2025 Feb 11, 2026
Wealth Enhancement Trust Services, Inc. History New 1,003 40 0.01% — 604 +1,003 New Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Reduced 993 40 0.0% 0.0% 603 -27 -2.65% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Reduced 979 39 0.0% 0.0% 605 -1,447 -59.65% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 981 39 0.03% 0.04% 607 +12 1.24% Q4 2025 Jan 26, 2026
Pflug Koory, LLC History Added to 986 39 0.02% 0.02% 606 +2 0.2% Q4 2025 Jan 20, 2026
Clark Wealth Partners History No change 939 37 0.02% 0.02% 608 0 0.0% Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History No change 913 36 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 12, 2026
Bangor Savings Bank History No change 889 35 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 16, 2026
CIBC Private Wealth Group LLC History Reduced 861 34 0.0% 0.0% 611 -433 -33.46% Q4 2025 Feb 12, 2026
Triumph Capital Management History New 823 33 0.01% — 612 +823 New Q4 2025 Feb 12, 2026
Avion Wealth History Added to 828 33 0.01% 0.01% 613 +7 0.85% Q4 2025 Jan 23, 2026
Curat Global, LLC History No change 820 33 0.04% 0.03% 614 0 0.0% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 762 30 0.0% 0.0% 615 -923 -54.78% Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 740 29 0.01% — 618 +740 New Q4 2025 Feb 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 735 29 0.0% 0.0% 616 0 0.0% Q4 2025 Jan 22, 2026
EASTERN BANK History No change 725 29 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 14, 2026
High Point Wealth Management, LLC History New 708 28 0.03% — 621 +708 New Q4 2025 Jan 29, 2026
Byrne Asset Management LLC History Added to 715 28 0.02% 0.02% 620 +45 6.72% Q4 2025 Jan 12, 2026
Nalls Sherbakoff Group, LLC History No change 718 28 0.02% 0.02% 619 0 0.0% Q4 2025 Mar 12, 2026
Ankerstar Wealth, LLC History New 686 27 0.03% — 624 +686 New Q4 2025 Feb 12, 2026
WEBSTER BANK, N. A. History No change 677 27 0.0% 0.0% 622 0 0.0% Q4 2025 Jan 23, 2026
IMA Advisory Services, Inc. History No change 670 27 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 11, 2026
BAYBAN History New 659 26 0.02% — 626 +659 New Q4 2025 Mar 05, 2026
AMERIFLEX GROUP, INC. History Added to 657 26 0.01% 0.0% 625 +343 109.24% Q4 2025 Feb 18, 2026
Bollard Group LLC History Added to 627 25 0.0% 0.0% 627 +6 0.97% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 600 24 0.0% 0.0% 628 -1,000 -62.5% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 614 24 0.01% — 630 +614 New Q4 2025 Feb 05, 2026
Morse Asset Management, Inc History New 600 24 0.0% — 629 +600 New Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 572 23 0.0% — 631 +572 New Q4 2025 Feb 09, 2026
Biltmore Family Office, LLC History Added to 567 22 0.0% 0.0% 632 +229 67.75% Q4 2025 Feb 04, 2026
Smithfield Trust Co History Reduced 513 21 0.0% 0.0% 634 -1,050 -67.18% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 532 21 0.0% 0.0% 638 +104 24.3% Q4 2025 Jan 05, 2026
New Millennium Group LLC History Reduced 524 21 0.01% 0.01% 636 -10 -1.87% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History No change 533 21 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 11, 2026
Addison Advisors LLC History No change 525 21 0.0% 0.01% 635 0 0.0% Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History No change 537 21 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 500 20 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 13, 2026
eCIO, Inc. History New 490 19 0.01% — 640 +490 New Q4 2025 Jan 20, 2026
Banque Cantonale Vaudoise History Reduced 448 18 0.0% 0.0% 641 -128 -22.22% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History Added to 456 18 0.01% 0.01% 642 +1 0.22% Q4 2025 Feb 09, 2026
ENTRUST FINANCIAL LLC History New 446 17 0.01% — 646 +446 New Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History New 434 17 0.0% — 644 +434 New Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Added to 435 17 0.0% 0.0% 643 +400 1142.86% Q4 2025 Jan 30, 2026
Barnes Dennig Private Wealth Management LLC History Added to 437 17 0.02% 0.02% 645 +87 24.86% Q4 2025 Jan 14, 2026
Concord Wealth Partners History Reduced 406 16 0.0% 0.0% 649 -443 -52.18% Q4 2025 Jan 29, 2026
Crews Bank & Trust History Added to 400 16 0.0% 0.0% 651 +65 19.4% Q4 2025 Jan 21, 2026
Strengthening Families & Communities, LLC History Added to 405 16 0.01% 0.0% 650 +5 1.25% Q4 2025 Feb 03, 2026
Advanced Asset Management Advisors Inc History No change 397 16 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 02, 2026
Cedar Wealth Management, LLC History No change 398 16 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 06, 2026
Newbridge Financial Services Group, Inc. History Added to 396 15 0.0% 0.0% 653 +19 5.04% Q4 2025 Jan 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 380 15 0.0% 0.01% 652 0 0.0% Q4 2025 Feb 10, 2026
MidFirst Bank History New 371 14 0.0% — 658 +371 New Q4 2025 Feb 25, 2026
Eukles Asset Management History Added to 356 14 0.01% 0.0% 656 +141 65.58% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Added to 363 14 0.0% 0.0% 657 +20 5.83% Q4 2025 Feb 17, 2026
VALLEY WEALTH MANAGERS, INC. History No change 371 14 0.0% 0.0% 654 0 0.0% Q4 2025 Feb 04, 2026
BESSEMER GROUP INC History No change 338 14 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 05, 2026
Investors Portfolio Services LLC History New 326 13 0.01% — 660 +326 New Q4 2025 Feb 09, 2026
Missouri Trust & Investment Co History No change 326 13 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History New 322 12 0.0% — 661 +322 New Q4 2025 Jan 22, 2026
Bank of New Hampshire History New 300 12 0.0% — 663 +300 New Q4 2025 Mar 16, 2026
Strategic Advocates LLC History Added to 318 12 0.0% 0.0% 664 +111 53.62% Q4 2025 Feb 11, 2026
Truvestments Capital LLC History No change 300 12 0.0% 0.0% 662 0 0.0% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 276 11 0.01% 0.01% 668 -1,490 -84.37% Q4 2025 Feb 06, 2026
Imprint Wealth LLC History Reduced 297 11 0.05% 0.17% 670 -1,005 -77.19% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History New 273 11 0.0% — 665 +273 New Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 276 11 0.0% 0.0% 667 -269 -49.36% Q4 2025 Feb 11, 2026
VISION FINANCIAL MARKETS LLC History Added to 285 11 0.01% 0.01% 666 +1 0.35% Q4 2025 Jan 22, 2026
Rice Partnership, LLC History No change 278 11 0.0% 0.0% 669 0 0.0% Q4 2025 Feb 10, 2026
Rossmore Private Capital History No change 270 10 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 05, 2026
Pacifica Partners Inc. History New 246 9 0.0% — 673 +246 New Q4 2025 Jan 09, 2026
Investors Research Corp History No change 232 9 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 06, 2026
Park Square Financial Group, LLC History New 203 8 0.05% — 684 +203 New Q4 2025 Feb 05, 2026
Dynamic Wealth Strategies, LLC History New 200 8 0.0% — 678 +200 New Q4 2025 Feb 04, 2026
Wealth Watch Advisors, INC History Added to 208 8 0.0% — 682 +193 1286.67% Q4 2025 Feb 17, 2026
Rakuten Securities, Inc. History Added to 209 8 0.0% 0.0% 681 +95 83.33% Q4 2025 Jan 29, 2026
Minot DeBlois Advisors LLC History Reduced 200 8 0.01% 0.01% 674 -50 -20.0% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History Added to 203 8 0.0% 0.0% 679 +2 1.0% Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History Added to 209 8 0.0% 0.0% 680 +2 0.97% Q4 2025 Jan 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 215 8 0.0% 0.0% 675 0 0.0% Q4 2025 Feb 12, 2026
Tradewinds Capital Management, LLC History No change 207 8 0.0% 0.0% 676 0 0.0% Q4 2025 Jan 14, 2026
Dougherty Wealth Advisers LLC History No change 218 8 0.0% 0.01% 677 0 0.0% Q4 2025 Jan 29, 2026
Millstone Evans Group, LLC History No change 217 8 0.0% 0.01% 683 0 0.0% Q4 2025 Feb 02, 2026
MCGUIRE CAPITAL ADVISORS INC History New 179 7 0.0% — 687 +179 New Q4 2025 Feb 19, 2026
Joseph Group Capital Management History Added to 193 7 0.0% 0.0% 685 +37 23.72% Q4 2025 Jan 30, 2026
Retirement Wealth Solutions LLC History No change 193 7 0.0% 0.01% 686 0 0.0% Q4 2025 Jan 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 163 6 0.0% 0.0% 691 -234 -58.94% Q4 2025 Feb 17, 2026
Hilton Head Capital Partners, LLC History New 165 6 0.0% — 696 +165 New Q4 2025 Feb 11, 2026
CURIO WEALTH, LLC History New 162 6 0.0% — 695 +162 New Q4 2025 Feb 11, 2026
Jessup Wealth Management, Inc History New 160 6 0.0% — 692 +160 New Q4 2025 Feb 11, 2026
Optiver Holding B.V. History New 150 6 0.0% — 690 +150 New Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Reduced 152 6 0.0% 0.0% 688 -21 -12.14% Q4 2025 Jan 30, 2026
Plante Moran Financial Advisors, LLC History Added to 172 6 0.0% 0.0% 689 +16 10.26% Q4 2025 Feb 05, 2026
Arlington Trust Co LLC History No change 150 6 0.0% 0.0% 693 0 0.0% Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History No change 169 6 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 143 5 0.0% — 702 +143 New Q4 2025 Jan 23, 2026
Wilkerson Advisory Group LLC History New 139 5 0.0% — 703 +139 New Q4 2025 Feb 13, 2026
HOEY INVESTMENTS, INC History New 136 5 0.0% — 698 +136 New Q4 2025 Jan 28, 2026
Lodestone Wealth Management LLC History New 131 5 0.0% — 699 +131 New Q4 2025 Jan 15, 2026
Versant Capital Management, Inc History No change 136 5 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 08, 2026
Gold Investment Management Ltd. History No change 145 5 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 28, 2026
Granite FO LLC History No change 125 5 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 06, 2026
Founders Financial Alliance, LLC History Reduced 100 4 0.0% 0.03% 707 -3,379 -97.13% Q4 2025 Feb 12, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History New 111 4 0.0% — 705 +111 New Q4 2025 Feb 02, 2026
Scarborough Advisors, LLC History Added to 116 4 0.0% 0.0% 706 +1 0.87% Q4 2025 Feb 17, 2026
CITY HOLDING CO History No change 100 4 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 22, 2026
Activest Wealth Management History No change 110 4 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 30, 2026
Cape Investment Advisory, Inc. History Reduced 94 3 0.0% 0.01% 716 -104 -52.53% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History New 87 3 0.0% — 715 +87 New Q4 2025 Jan 28, 2026
WealthCollab, LLC History New 79 3 0.0% — 718 +79 New Q4 2025 Jan 27, 2026
Motiv8 Investments LLC History New 78 3 0.0% — 719 +78 New Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 80 3 0.0% 0.0% 710 -9 -10.11% Q4 2025 Jan 14, 2026
SYM FINANCIAL Corp History No change 86 3 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History No change 75 3 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 22, 2026
Mascoma Wealth Management LLC History No change 96 3 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 04, 2026
McIlrath & Eck, LLC History No change 89 3 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 03, 2026
Salomon & Ludwin, LLC History No change 98 3 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History No change 87 3 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 13, 2026
Breakwater Investment Management History No change 82 3 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 02, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 72 2 0.0% — 728 +72 New Q4 2025 Mar 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 67 2 0.0% — 721 +67 New Q4 2025 Jan 07, 2026
Operose Advisors LLC History New 65 2 0.0% — 724 +65 New Q4 2025 Feb 10, 2026
POM Investment Strategies, LLC History New 51 2 0.0% — 723 +51 New Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History No change 67 2 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 22, 2026
Quest 10 Wealth Builders, Inc. History No change 53 2 0.0% 0.0% 725 0 0.0% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History No change 59 2 0.0% 0.0% 726 0 0.0% Q4 2025 Jan 12, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 58 2 0.0% 0.0% 727 0 0.0% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History Reduced 40 1 0.0% 0.0% 731 -100 -71.43% Q4 2025 Jan 27, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 31 1 0.0% 0.0% 730 -69 -69.0% Q4 2025 Jan 20, 2026
Daytona Street Capital LLC History New 41 1 0.0% — 745 +41 New Q4 2025 Jan 21, 2026
MASECO LLP History New 37 1 0.0% — 744 +37 New Q4 2025 Jan 22, 2026
Global Wealth Strategies & Associates History Added to 39 1 0.0% — 741 +35 875.0% Q4 2025 Jan 02, 2026
Frazier Financial Advisors, LLC History Added to 42 1 0.0% 0.0% 742 +1 2.44% Q4 2025 Feb 09, 2026
HORIZON BANCORP INC /IN/ History No change 36 1 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 16 1 0.0% — 732 0 0.0% Q4 2025 Feb 13, 2026
WestEnd Advisors, LLC History No change 44 1 0.0% 0.0% 733 0 0.0% Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History No change 34 1 0.0% 0.0% 734 0 0.0% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History No change 46 1 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 20, 2026
1 NORTH WEALTH SERVICES LLC History No change 45 1 0.0% 0.0% 736 0 0.0% Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 41 1 0.0% 0.0% 737 0 0.0% Q4 2025 Jan 14, 2026
Luken Investment Analytics, LLC History No change 42 1 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History No change 31 1 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 09, 2026
Piscataqua Savings Bank History No change 41 1 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 16, 2026
Central Pacific Bank - Trust Division History No change 46 1 0.0% 0.0% 743 0 0.0% Q4 2025 Jan 07, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Closed out 0 0 — 0.08% — -1,115,571 -100.0% Q3 2025 Nov 14, 2025
Cornerstone Advisors, LLC History Closed out 0 0 — 0.92% — -659,700 -100.0% Q3 2025 Nov 07, 2025
Private Advisory Group LLC History Closed out 0 0 — 0.9% — -259,324 -100.0% Q3 2025 Nov 10, 2025
Symmetry Investments LP History Closed out 0 0 — 0.49% — -240,500 -100.0% Q3 2025 Nov 14, 2025
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 — 0.0% — -208,933 -100.0% Q3 2025 Nov 14, 2025
THOR TRADING ADVISORS, LLC History Closed out 0 0 — 2.28% — -106,590 -100.0% Q3 2025 Nov 05, 2025
Econ Financial Services Corp History Closed out 0 0 — 1.65% — -78,410 -100.0% Q3 2025 Oct 21, 2025
Banco BTG Pactual S.A. History Closed out 0 0 — 0.42% — -68,405 -100.0% Q3 2025 Nov 13, 2025
RIK SAYLOR FINANCIAL, INC. History Closed out 0 0 — 1.61% — -52,142 -100.0% Q3 2025 Nov 04, 2025
Proficio Capital Partners LLC History Closed out 0 0 — 0.13% — -46,530 -100.0% Q3 2025 Nov 17, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 — 0.0% — -42,000 -100.0% Q3 2025 Nov 14, 2025
Quantessence Capital LLC History Closed out 0 0 — 0.53% — -40,047 -100.0% Q3 2025 Nov 14, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 — 2.27% — -30,099 -100.0% Q3 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -25,294 -100.0% Q3 2025 Nov 10, 2025
Lineweaver Wealth Advisors, LLC History Closed out 0 0 — 0.16% — -25,274 -100.0% Q3 2025 Oct 10, 2025
Tanglewood Wealth Management, Inc. History Closed out 0 0 — 0.07% — -19,128 -100.0% Q3 2025 Oct 30, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.19% — -17,591 -100.0% Q3 2025 Oct 20, 2025
Freedom Investment Management, Inc. History Closed out 0 0 — 0.14% — -12,266 -100.0% Q3 2025 Nov 14, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 — 0.0% — -10,500 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.01% — -9,961 -100.0% Q3 2025 Nov 14, 2025
WealthTrak Capital Management LLC History Closed out 0 0 — 0.31% — -9,044 -100.0% Q3 2025 Nov 14, 2025
Asset Management One Co., Ltd. History Closed out 0 0 — 0.0% — -9,019 -100.0% Q3 2025 Oct 22, 2025
L & S Advisors Inc History Closed out 0 0 — 0.03% — -8,279 -100.0% Q3 2025 Nov 07, 2025
WEDBUSH SECURITIES INC History Closed out 0 0 — 0.01% — -8,258 -100.0% Q3 2025 Nov 06, 2025
KWMG, LLC History Closed out 0 0 — 0.03% — -7,965 -100.0% Q3 2025 Oct 08, 2025
First National Bank of Hutchinson History Closed out 0 0 — 0.18% — -7,901 -100.0% Q3 2025 Nov 05, 2025
Iyo Bank, Ltd. History Closed out 0 0 — 0.13% — -7,899 -100.0% Q3 2025 Nov 12, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.07% — -6,653 -100.0% Q3 2025 Oct 17, 2025
DRW Securities, LLC History Closed out 0 0 — 0.01% — -6,607 -100.0% Q3 2025 Nov 14, 2025
Providence First Trust Co History Closed out 0 0 — 0.1% — -6,600 -100.0% Q3 2025 Oct 29, 2025
ALERUS FINANCIAL NA History Closed out 0 0 — 0.01% — -6,583 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,491 -100.0% Q3 2025 Oct 14, 2025
Arlington Capital Management, Inc. History Closed out 0 0 — 0.17% — -6,469 -100.0% Q3 2025 Nov 14, 2025
Mechanics Bank Trust Department History Closed out 0 0 — 0.04% — -6,404 -100.0% Q3 2025 Oct 22, 2025
STOCK YARDS BANK & TRUST CO History Closed out 0 0 — 0.01% — -5,223 -100.0% Q3 2025 Oct 30, 2025
Dynamic Advisor Solutions LLC History Closed out 0 0 — 0.01% — -5,127 -100.0% Q3 2025 Oct 09, 2025
PETTYJOHN, WOOD & WHITE, INC History Closed out 0 0 — 0.04% — -5,034 -100.0% Q3 2025 Nov 13, 2025
Edgestream Partners, L.P. History Closed out 0 0 — 0.01% — -4,934 -100.0% Q3 2025 Nov 12, 2025
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.06% — -4,788 -100.0% Q3 2025 Nov 07, 2025
Ted Buchan & Co History Closed out 0 0 — 0.08% — -4,782 -100.0% Q3 2025 Nov 12, 2025
LANDMARK WEALTH MANAGEMENT, INC. History Closed out 0 0 — 0.08% — -4,751 -100.0% Q3 2025 Oct 23, 2025
Prestige Wealth Management Group LLC History Closed out 0 0 — 0.04% — -4,500 -100.0% Q3 2025 Feb 20, 2026
Keystone Financial Group History Closed out 0 0 — 0.01% — -4,401 -100.0% Q3 2025 Nov 17, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.04% — -2,100 -100.0% Q3 2025 Oct 28, 2025
Bulwark Capital Corp History Closed out 0 0 — 0.06% — -1,869 -100.0% Q3 2025 Oct 14, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -1,285 -100.0% Q3 2025 Oct 31, 2025
CVA Family Office, LLC History Closed out 0 0 — 0.01% — -1,228 -100.0% Q3 2025 Oct 30, 2025
Avalon Trust Co History Closed out 0 0 — 0.0% — -756 -100.0% Q3 2025 Nov 10, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -735 -100.0% Q3 2025 Nov 13, 2025
Oakworth Capital, Inc. History Closed out 0 0 — 0.0% — -718 -100.0% Q3 2025 Nov 04, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -694 -100.0% Q3 2025 Oct 21, 2025
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -648 -100.0% Q3 2025 Nov 17, 2025
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -636 -100.0% Q3 2025 Nov 13, 2025
FIDUCIARY ADVISORS, INC. History Closed out 0 0 — 0.01% — -416 -100.0% Q3 2025 Oct 14, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.0% — -353 -100.0% Q3 2025 Nov 13, 2025