iSHARES TRUST - HYG

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
CTC LLC History Reduced 480,658 10,897,129 5.32% 6.46% 1 -96,634 -16.74% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 87,411,422 7,047,983 0.86% 1.01% 2 -13,824,710 -13.66% Q4 2025 Mar 25, 2026
BARCLAYS PLC History Reduced 57,134,856 4,606,783 1.11% 1.09% 3 -5,050,498 -8.12% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 55,797,097 4,498,919 0.68% 0.52% 4 +13,709,597 32.57% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 46,222,566 3,726,925 0.56% 0.48% 5 +7,442,591 19.19% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 35,758,590 2,883,215 0.53% 0.39% 6 +10,324,817 40.59% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 35,445,891 2,858,002 1.26% 2.19% 7 -25,064,968 -41.42% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 30,631,090 2,469,784 2.5% 0.36% 8 +26,653,500 670.09% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 29,467,587 2,375,971 0.27% 0.23% 9 +4,166,872 16.47% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 24,405,261 1,967,796 0.03% 0.04% 10 -4,183,564 -14.63% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 22,442,504 1,809,539 0.29% 0.68% 11 -30,845,643 -57.88% Q4 2025 Jan 29, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 19,829,290 1,598,835 12.38% 0.0% 12 +19,825,000 462121.21% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 18,215,323 1,468,701 0.09% 0.08% 13 +1,411,358 8.4% Q4 2025 Feb 13, 2026
Clark Capital Management Group, Inc. History Reduced 17,193,834 1,386,338 8.52% 8.8% 14 -115,682 -0.67% Q4 2025 Feb 17, 2026
ADAPT Investment Managers SA History Added to 16,000,000 1,290,080 9.5% 6.11% 15 +8,000,000 100.0% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 14,881,220 1,199,872 0.5% 0.81% 16 -8,365,207 -35.98% Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 12,224,618 985,670 5.2% 5.22% 17 +1,004,000 8.95% Q4 2025 Feb 13, 2026
Jain Global LLC History Added to 11,683,030 942,002 4.55% 2.03% 18 +6,421,030 122.03% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,124,526 896,970 0.07% 0.45% 19 -69,873,888 -86.27% Q4 2025 Feb 17, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Added to 11,050,000 890,961 19.7% 9.53% 20 +5,950,000 116.67% Q4 2025 Feb 13, 2026
Japan Science & Technology Agency History No change 10,390,626 837,796 15.39% 15.02% 21 0 0.0% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Reduced 10,032,840 808,947 5.79% 6.22% 22 -502,722 -4.77% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 9,254,957 746,227 0.2% 0.26% 23 -3,038,320 -24.72% Q4 2025 Feb 12, 2026
Anchorage Capital Advisors, L.P. History New 8,700,000 701,481 86.89% 24 +8,700,000 New Q4 2025 Feb 17, 2026
One William Street Capital Management, L.P. History Added to 8,674,000 699,384 93.82% 94.58% 25 +5,324,000 158.93% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 8,254,816 665,586 0.11% 26 +8,254,816 New Q4 2025 Feb 17, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 8,000,000 645,040 3.04% 12.96% 27 -31,000,000 -79.49% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 7,005,455 564,849 1.15% 1.27% 28 -307,276 -4.2% Q4 2025 Jan 23, 2026
Leonteq Securities AG History Reduced 6,200,000 499,906 15.26% 15.26% 29 -300 -0.0% Q4 2025 Feb 06, 2026
Verition Fund Management LLC History Added to 6,145,735 495,530 1.95% 1.49% 30 +1,695,235 38.09% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 6,018,754 485,292 0.49% 0.86% 31 -4,249,353 -41.38% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 3,583,561 475,706 0.22% 0.31% 32 -2,456,687 -40.67% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History New 5,845,000 471,282 5.5% 33 +5,845,000 New Q4 2025 Feb 05, 2026
APG Asset Management US Inc. History Added to 5,632,436 454,143 3.56% 2.77% 34 +997,936 21.53% Q4 2025 Feb 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 5,059,724 407,965 0.69% 35 +5,059,724 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,029,894 405,560 0.12% 0.12% 36 -92,124 -1.8% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History Reduced 4,903,200 395,345 4.32% 3.12% 37 -3,708,600 -43.06% Q4 2025 Feb 17, 2026
BNP PARIBAS History Reduced 4,628,450 373,191 10.68% 11.57% 38 -91,686 -1.94% Q4 2025 Feb 10, 2026
Ionic Capital Management LLC History Reduced 4,600,000 370,898 47.19% 52.94% 39 -1,650,000 -26.4% Q4 2025 Feb 17, 2026
Centiva Capital, LP History Reduced 4,203,200 338,904 2.76% 5.56% 40 -2,970,900 -41.41% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Added to 4,110,000 331,389 0.44% 0.05% 41 +3,710,000 927.5% Q4 2025 Feb 17, 2026
Elliott Investment Management L.P. History No change 3,800,000 306,394 1.36% 1.36% 42 0 0.0% Q4 2025 Feb 18, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 3,660,770 295,167 0.58% 0.54% 43 +64,069 1.78% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 3,631,306 292,911 0.15% 0.01% 44 +3,341,316 1152.22% Q4 2025 Mar 20, 2026
Counterpoint Mutual Funds LLC History Added to 3,627,257 292,465 21.67% 22.22% 45 +161,089 4.65% Q4 2025 Feb 12, 2026
Ocean Park Asset Management, LLC History Reduced 3,333,791 268,803 12.62% 11.32% 46 -47,700 -1.41% Q4 2025 Jan 15, 2026
BANK OF MONTREAL /CAN/ History Added to 3,106,664 250,490 0.09% 0.06% 47 +1,127,878 57.0% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Reduced 3,067,655 247,345 0.2% 0.35% 48 -2,312,978 -42.99% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 3,035,122 244,721 0.41% 0.66% 49 -1,449,978 -32.33% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 2,907,145 234,403 0.06% 0.06% 50 +385,428 15.28% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 2,719,880 219,305 0.2% 0.17% 51 +410,023 17.75% Q4 2025 Feb 13, 2026
McCarthy & Cox History Reduced 2,667 215,040 2.61% 0.1% 52 -2,591 -49.28% Q4 2025 Jan 23, 2026
Liberty Mutual Group Asset Management Inc. History Added to 2,631,349 212,165 20.19% 26.27% 53 +1,613,598 158.55% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 2,596,695 209,371 0.41% 0.49% 54 -1,391,905 -34.9% Q4 2025 Feb 17, 2026
DV Trading LLC History New 2,403,215 193,771 5.46% 55 +2,403,215 New Q4 2025 Feb 17, 2026
Yaupon Capital Management LP History New 2,050,300 165,315 5.98% 56 +2,050,300 New Q4 2025 Feb 17, 2026
Man Group plc History Added to 2,032,513 163,881 0.28% 0.29% 57 +7,404 0.37% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 2,030,500 163,759 1.28% 58 +2,030,500 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 2,001,400 161,372 0.23% 0.0% 59 +1,968,643 6009.84% Q4 2025 Feb 13, 2026
Endurance Services Ltd History Added to 2,000,800 161,324 28.55% 26.91% 60 +21,800 1.1% Q4 2025 Feb 11, 2026
Waratah Capital Advisors Ltd. History Reduced 1,936,600 156,148 5.26% 6.18% 61 -2,373,400 -55.07% Q4 2025 Feb 09, 2026
Schonfeld Strategic Advisors LLC History Reduced 1,800,000 145,134 0.64% 8.19% 62 -15,950,000 -89.86% Q4 2025 Feb 17, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History New 1,772,900 142,948 2.91% 63 +1,772,900 New Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,768,210 142,431 0.17% 0.18% 64 -6,991,700 -79.81% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 1,698,925 136,984 0.01% 0.04% 65 -5,842,356 -77.47% Q4 2025 Feb 11, 2026
Hudson Bay Capital Management LP History Reduced 1,690,000 136,264 0.45% 1.94% 66 -5,500,000 -76.5% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,631,432 131,466 0.03% 0.03% 67 -187,227 -10.29% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 1,554,000 125,299 3.31% 0.95% 68 +912,666 142.31% Q4 2025 Feb 12, 2026
Greenland Capital Management LP History New 1,500,000 120,945 12.8% 69 +1,500,000 New Q4 2025 Feb 17, 2026
Flat Footed LLC History Reduced 1,444,800 116,494 12.73% 21.92% 70 -743,600 -33.98% Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History No change 1,400,000 112,882 1.73% 1.87% 71 0 0.0% Q4 2025 Feb 12, 2026
PartnerRe Asset Management CORP History New 1,397,745 112,700 80.81% 72 +1,397,745 New Q4 2025 Jan 13, 2026
iA Global Asset Management Inc. History Added to 1,300,125 104,829 1.34% 1.24% 73 +186,734 16.77% Q4 2025 Feb 05, 2026
Marex Group plc History Added to 1,294,000 104,335 0.66% 0.55% 74 +328,916 34.08% Q4 2025 Feb 12, 2026
Nan Shan Life Insurance Co., Ltd. History No change 1,284,652 103,581 3.19% 2.22% 75 0 0.0% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 1,253,703 101,086 0.24% 0.11% 76 +581,471 86.5% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,236,810 99,723 0.03% 0.01% 77 +958,520 344.43% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 1,198,867 97,252 0.31% 0.62% 78 -1,099,696 -47.84% Q4 2025 Feb 18, 2026
Walleye Capital LLC History Added to 1,142,000 92,079 0.28% 0.05% 79 +986,114 632.59% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History New 1,136,000 91,595 0.09% 80 +1,136,000 New Q4 2025 Jan 29, 2026
LMR Partners LLP History Reduced 1,126,200 90,805 0.17% 3.03% 81 -7,336,200 -86.69% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,098,312 88,556 0.1% 0.1% 82 +86,142 8.51% Q4 2025 Feb 17, 2026
Broad Bay Capital Management, LP History New 1,000,000 80,630 8.43% 83 +1,000,000 New Q4 2025 Feb 17, 2026
Blue Door Asset Management, LLC History New 1,000,000 80,630 32.64% 84 +1,000,000 New Q4 2025 Feb 17, 2026
PERISCOPE CAPITAL INC. History Added to 950,000 76,598 8.76% 5.17% 85 +550,000 137.5% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 935,183 75,403 0.1% 0.1% 86 -2,417 -0.26% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 895,515 72,205 0.09% 0.09% 87 -29,492 -3.19% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 858,237 69,206 0.12% 0.14% 88 +6,008 0.7% Q4 2025 Feb 05, 2026
BTG Pactual Asset Management US LLC History Added to 809,099 65,237 6.35% 0.03% 89 +800,908 9777.9% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 804,165 64,839 0.02% 0.02% 90 +30,551 3.95% Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Reduced 799,630 64,474 0.08% 0.09% 91 -92,979 -10.42% Q4 2025 Jan 30, 2026
Carlson Capital, L.P. History Reduced 760,000 61,278 21.73% 26.97% 92 -140,000 -15.56% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History Reduced 743,515 59,949 0.04% 0.05% 93 -68,244 -8.41% Q4 2025 Feb 13, 2026
AYAL Capital Advisors Ltd History Added to 725,000 58,456 20.37% 11.18% 94 +375,000 107.14% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 720,900 58,126 0.71% 0.86% 95 -162,725 -18.42% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 710,528 57,289 1.01% 0.98% 96 +25,272 3.69% Q4 2025 Feb 12, 2026
Aristotle Pacific Capital, LLC History Added to 703,456 56,719 23.26% 13.31% 97 +366,588 108.82% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 702,102 56,610 0.11% 98 +702,102 New Q4 2025 Mar 12, 2026
Bain Capital Credit, LP History Added to 666,033 53,702 14.05% 6.5% 99 +411,991 162.17% Q4 2025 Feb 17, 2026
BlueCrest Capital Management Ltd History Reduced 632,728 51,016 1.53% 152.51% 100 -417,272 -39.74% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 630,269 50,818 0.12% 0.12% 101 +65,637 11.62% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History Reduced 620,000 49,990 1.73% 3.93% 102 -673,660 -52.07% Q4 2025 Feb 11, 2026
ALLSTATE CORP History Reduced 584,732 47,146 0.64% 5.71% 103 -2,498,517 -81.04% Q4 2025 Feb 09, 2026
SIG BROKERAGE, LP History Reduced 544,300 43,886 1.36% 1.5% 104 -94,700 -14.82% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 515,417 41,558 0.04% 0.0% 105 +493,817 2286.19% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 504,692 40,693 7.4% 0.61% 106 +31,013 6.55% Q4 2025 Mar 04, 2026
Symmetry Investments LP History New 500,000 40,315 3.5% 107 +500,000 New Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 487,127 39,277 0.11% 0.12% 108 -30,306 -5.86% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History New 469,339 37,842 0.12% 109 +469,339 New Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 446,843 36,064 0.03% 110 +446,843 New Q4 2025 Feb 13, 2026
Dauntless Investment Group, LLC History Added to 443,600 35,767 28.4% 18.39% 111 +77,700 21.24% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 442,687 35,693 0.21% 0.21% 112 +24,746 5.92% Q4 2025 Feb 09, 2026
Towercrest Capital Management History Added to 442,486 35,677 5.62% 4.6% 113 +88,971 25.17% Q4 2025 Jan 21, 2026
TORONTO DOMINION BANK History Reduced 439,539 35,440 0.05% 0.06% 114 -38,961 -8.14% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 438,201 35,341 0.05% 0.3% 115 -2,171,473 -83.21% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Reduced 430,100 34,678 0.83% 0.77% 116 -169,600 -28.28% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 425,906 34,340 0.01% 0.01% 117 +43,952 11.51% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 420,126 33,874 0.37% 0.16% 118 +246,871 142.49% Q4 2025 Feb 06, 2026
Point72 Asset Management, L.P. History New 410,000 33,058 0.04% 119 +410,000 New Q4 2025 Feb 17, 2026
CBIZ Investment Advisory Services, LLC History Added to 409,718 33,035 1.25% 1.23% 120 +23,564 6.1% Q4 2025 Feb 09, 2026
Edenbrook Capital, LLC History Reduced 400,000 32,252 6.01% 17.33% 121 -850,000 -68.0% Q4 2025 Feb 13, 2026
Portman Square Capital LLP History Reduced 400,000 32,252 1.43% 2.87% 123 -400,000 -50.0% Q4 2025 Jan 23, 2026
Fore Capital, LLC History Reduced 400,000 32,252 10.54% 15.14% 122 -250,000 -38.46% Q4 2025 Feb 11, 2026
CI INVESTMENTS INC. History Added to 398,595 32,138 0.14% 0.11% 124 +27,425 7.39% Q4 2025 Feb 12, 2026
Deseret Mutual Benefit Administrators History Added to 397,793 32,074 13.68% 13.13% 125 +13,627 3.55% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 379,922 30,633 0.04% 0.04% 126 +6,796 1.82% Q4 2025 Feb 02, 2026
Howard Capital Management Inc. History Added to 369,061 29,757 0.39% 0.38% 127 +13,374 3.76% Q4 2025 Jan 23, 2026
1832 Asset Management L.P. History Reduced 354,301 28,567 0.02% 0.02% 128 -699 -0.2% Q4 2025 Feb 13, 2026
Hikari Tsushin, Inc. History No change 343,165 27,669 1.8% 1.87% 129 0 0.0% Q4 2025 Feb 12, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 338,500 27,293 12.99% 15.27% 130 -8,100 -2.34% Q4 2025 Jan 29, 2026
Stairway Partners, LLC History Reduced 324,455 26,160 1.35% 1.4% 131 -290 -0.09% Q4 2025 Jan 05, 2026
Williams Jones Wealth Management, LLC. History Added to 321,855 25,951 0.29% 0.27% 132 +28,155 9.59% Q4 2025 Feb 13, 2026
ALLIANZ SE History New 300,000 24,189 0.31% 133 +300,000 New Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 291,215 23,480 0.1% 0.09% 134 +57,961 24.85% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Added to 289,524 23,344 5.12% 3.91% 135 +72,897 33.65% Q4 2025 Jan 21, 2026
KWMG, LLC History Added to 287,322 23,166 2.0% 1.98% 136 +8,978 3.23% Q4 2025 Jan 16, 2026
Focus Partners Wealth History Reduced 286,525 23,102 0.03% 0.04% 137 -6,181 -2.11% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 277,216 22,352 0.06% 0.06% 138 +24,442 9.67% Q4 2025 Feb 05, 2026
Trust Co History Reduced 276,077 22,260 2.09% 2.3% 139 -1,345 -0.48% Q4 2025 Jan 15, 2026
Summit Financial Consulting LLC History Added to 268,191 21,624 15.7% 16.0% 140 +21,239 8.6% Q4 2025 Jan 23, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 267,978 21,607 0.06% 0.04% 141 +98,923 58.52% Q4 2025 Jan 26, 2026
Alphadyne Asset Management LP History New 266,833 21,514 0.5% 142 +266,833 New Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 256,901 20,714 0.03% 143 +256,901 New Q4 2025 Feb 17, 2026
TOEWS CORP /ADV History Added to 256,000 20,641 3.0% 1.71% 144 +109,000 74.15% Q4 2025 Jan 30, 2026
Ensign Peak Advisors, Inc History New 248,016 19,997 0.04% 145 +248,016 New Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 246,907 19,908 0.31% 0.39% 146 -45,822 -15.65% Q4 2025 Feb 12, 2026
Twele Capital Management, Inc. History Added to 245,743 19,814 3.54% 3.66% 147 +1,372 0.56% Q4 2025 Jan 09, 2026
Strong Tower Advisory Services History Reduced 234,458 18,904 3.38% 4.8% 148 -77,587 -24.86% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History New 232,932 18,781 2.58% 149 +232,932 New Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 218,030 17,579 0.03% 0.03% 150 -3,272 -1.48% Q4 2025 Feb 13, 2026
BlueSky Wealth Advisors, LLC History Added to 217,454 17,533 2.31% 2.25% 151 +11,842 5.76% Q4 2025 Jan 26, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 216,590 17,463 0.23% 0.33% 152 -62,963 -22.52% Q4 2025 Feb 10, 2026
Invst, LLC History Added to 214,496 17,294 1.88% 1.88% 153 +11,129 5.47% Q4 2025 Feb 11, 2026
AMARILLO NATIONAL BANK History Added to 213,818 17,240 3.03% 2.89% 154 +11,442 5.65% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 208,974 16,849 0.08% 0.08% 155 +17,139 8.93% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 208,543 16,814 0.05% 0.06% 156 -5,110 -2.39% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Reduced 208,326 16,797 0.01% 0.01% 157 -250,461 -54.59% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Added to 203,591 16,415 0.92% 0.16% 158 +173,760 582.48% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Reduced 203,211 16,384 0.18% 0.25% 159 -605 -0.3% Q4 2025 Jan 23, 2026
Edgestream Partners, L.P. History Added to 199,232 16,064 0.45% 0.41% 160 +28,094 16.42% Q4 2025 Feb 13, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 180,649 14,565 2.33% 2.27% 161 +13,666 8.18% Q4 2025 Feb 04, 2026
Voya Financial Advisors, Inc. History Reduced 180,616 14,563 1.4% 1.47% 162 -6,908 -3.68% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 180,089 14,520 0.17% 163 +180,089 New Q4 2025 Feb 17, 2026
Crabel Capital Management, LLC History Added to 179,163 14,445 10.92% 10.03% 164 +41,220 29.88% Q4 2025 Feb 17, 2026
Probity Advisors, Inc. History Added to 178,197 14,368 2.3% 2.28% 165 +4,862 2.8% Q4 2025 Jan 27, 2026
SG Americas Securities, LLC History Reduced 176,195 14,207 0.02% 0.11% 166 -210,933 -54.49% Q4 2025 Jan 09, 2026
PARK AVENUE SECURITIES LLC History Added to 175,583 14,157 0.12% 0.1% 167 +21,851 14.21% Q4 2025 Jan 05, 2026
Checchi Capital Advisers, LLC History Reduced 170,484 13,746 0.7% 0.73% 168 -1,684 -0.98% Q4 2025 Jan 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 165,384 13,370 0.09% 0.11% 169 -4,510 -2.65% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 162,343 13,089 0.36% 0.35% 170 +10,585 6.97% Q4 2025 Feb 03, 2026
Ashton Thomas Private Wealth, LLC History Added to 158,287 12,762 0.31% 0.32% 171 +5,287 3.46% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 157,107 12,667 0.02% 0.01% 172 +104,962 201.29% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 156,405 12,632 0.23% 0.23% 173 -1,005 -0.64% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 148,975 12,011 0.07% 0.09% 174 -8,456 -5.37% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 148,600 11,981 0.02% 175 +148,600 New Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 148,593 11,981 0.23% 0.23% 176 +10,012 7.22% Q4 2025 Feb 03, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 146,850 11,840 0.03% 0.03% 177 -22,140 -13.1% Q4 2025 Jan 30, 2026
Ameritas Advisory Services, LLC History Added to 139,005 11,208 0.42% 0.1% 178 +120,969 670.71% Q4 2025 Feb 04, 2026
Trivium Point Advisory, LLC History Reduced 137,768 11,108 1.12% 1.21% 179 -8,386 -5.74% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 137,296 11,070 0.01% 0.02% 180 -16,979 -11.01% Q4 2025 Feb 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 131,156 10,575 1.53% 1.01% 181 +50,152 61.91% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 130,314 10,507 0.03% 0.03% 182 +5,373 4.3% Q4 2025 Jan 26, 2026
J.Safra Asset Management Corp History Added to 129,902 10,473 0.55% 0.59% 183 +10,612 8.9% Q4 2025 Feb 11, 2026
Alley Investment Management Company, LLC History Reduced 129,188 10,416 1.22% 1.24% 184 -2,479 -1.88% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 128,825 10,387 0.22% 0.23% 185 +707 0.55% Q4 2025 Feb 02, 2026
Prudent Man Advisors, LLC History Reduced 127,848 10,308 3.75% 3.88% 186 -1,986 -1.53% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History Reduced 127,443 10,276 0.34% 0.53% 187 -34,832 -21.46% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 126,242 10,178 0.02% 0.02% 188 -9,766 -7.18% Q4 2025 Mar 16, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 125,000 10,078 0.92% 0.9% 189 0 0.0% Q4 2025 Feb 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 123,286 9,940 0.15% 0.17% 190 -12,288 -9.06% Q4 2025 Jan 22, 2026
Kovitz Investment Group Partners, LLC History Reduced 123,091 9,924 0.22% 0.04% 191 -6,343 -4.9% Q4 2025 Feb 20, 2026
Occidental Asset Management, LLC History Added to 119,626 9,645 1.16% 1.13% 192 +9,097 8.23% Q4 2025 Jan 08, 2026
Orion Porfolio Solutions, LLC History Added to 119,166 9,608 0.07% 0.07% 193 +4,373 3.81% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 117,315 9,459 0.01% 0.01% 194 +3,485 3.06% Q4 2025 Feb 06, 2026
Tudor Financial Inc. History Added to 114,499 9,232 4.73% 4.29% 195 +15,099 15.19% Q4 2025 Feb 13, 2026
Horizon Wealth Management, LLC History Added to 114,046 9,195 1.43% 1.34% 196 +2,011 1.79% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Reduced 109,640 8,840 0.4% 0.44% 197 -4,194 -3.68% Q4 2025 Feb 06, 2026
Strategic Investment Advisors / MI History Added to 109,204 8,804 0.76% 1.07% 198 +94,161 625.95% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 109,009 8,789 0.04% 0.12% 199 -284,496 -72.3% Q4 2025 Jan 29, 2026
CHOREO, LLC History Added to 104,099 8,401 0.11% 0.11% 200 +3,308 3.28% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 101,877 8,214 0.2% 0.07% 201 +69,272 212.46% Q4 2025 Feb 03, 2026
Blue Fin Capital, Inc. History Added to 100,526 8,105 1.26% 1.17% 202 +8,666 9.43% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History New 100,292 8,086 0.28% 203 +100,292 New Q4 2025 Feb 13, 2026
MENDON CAPITAL ADVISORS CORP History New 100,000 8,063 2.39% 204 +100,000 New Q4 2025 Feb 18, 2026
Wealthstar Advisors, LLC History Reduced 98,896 7,973 3.51% 3.26% 205 -3,069 -3.01% Q4 2025 Jan 30, 2026
Corient Private Wealth LLC History Reduced 95,770 7,721 0.01% 0.01% 206 -3,876 -3.89% Q4 2025 Mar 09, 2026
Genus Capital Management Inc. History Reduced 95,632 7,710 0.9% 0.91% 207 -745 -0.77% Q4 2025 Feb 09, 2026
Trajan Wealth LLC History Added to 95,295 7,683 0.32% 0.33% 208 +206 0.22% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 94,467 7,616 0.0% 0.0% 209 +6,909 7.89% Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 92,733 7,477 1.85% 210 +92,733 New Q4 2025 Feb 13, 2026
PINKERTON WEALTH, LLC History Added to 90,591 7,304 0.75% 0.75% 211 +4,590 5.34% Q4 2025 Feb 06, 2026
Boltwood Capital Management History Added to 90,035 7,259 1.89% 1.9% 212 +2,069 2.35% Q4 2025 Jan 02, 2026
REBALANCE, LLC History Added to 89,270 7,197 0.42% 0.43% 213 +1,838 2.1% Q4 2025 Jan 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 87,646 7,066 0.0% 0.01% 214 -9,071 -9.38% Q4 2025 Feb 10, 2026
SONA ASSET MANAGEMENT (US) LLC History Reduced 87,011 7,015 0.16% 5.55% 215 -2,715,113 -96.89% Q4 2025 Feb 17, 2026
Ascent Group, LLC History Reduced 85,912 6,927 0.24% 0.26% 216 -4,072 -4.53% Q4 2025 Jan 20, 2026
Advisory Services Network, LLC History Reduced 85,605 6,902 0.1% 0.1% 217 -2,211 -2.52% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 84,685 6,828 0.05% 0.05% 218 0 0.0% Q4 2025 Jan 29, 2026
Cerity Partners LLC History Reduced 83,318 6,717 0.01% 0.01% 219 -7,891 -8.65% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 82,951 6,688 0.1% 0.1% 220 +1,405 1.72% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 82,191 6,627 0.29% 0.26% 221 +4,845 6.26% Q4 2025 Feb 17, 2026
USA FINANCIAL FORMULAS History Reduced 81,181 6,545 1.19% 1.28% 222 -8,044 -9.02% Q4 2025 Jan 14, 2026
OxenFree Capital LLC History Added to 80,864 6,520 3.43% 3.45% 223 +3,085 3.97% Q4 2025 Jan 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 80,126 6,460 0.11% 0.02% 224 +69,075 625.06% Q4 2025 Feb 19, 2026
SHERMAN PORFOLIOS, LLC History Added to 80,115 6,459 0.44% 0.65% 225 +57,764 258.44% Q4 2025 Feb 17, 2026
Legacy Wealth Partners, LLC History New 79,082 6,376 1.65% 226 +79,082 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 78,037 6,292 0.16% 0.17% 227 -2,264 -2.82% Q4 2025 Feb 03, 2026
NORTHERN TRUST CORP History Reduced 77,647 6,260 0.0% 0.0% 228 -23,967 -23.59% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History Added to 77,219 6,226 1.23% 1.24% 229 +1,259 1.66% Q4 2025 Jan 28, 2026
Topel & Distasi Wealth Management, LLC History Added to 76,375 6,158 3.01% 2.94% 230 +3,044 4.15% Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History No change 76,000 6,127 0.01% 0.01% 231 0 0.0% Q4 2025 Feb 12, 2026
Darrow Company, Inc. History Reduced 75,397 6,079 2.73% 2.84% 232 -533 -0.7% Q4 2025 Jan 27, 2026
Mariner, LLC History Reduced 75,228 6,065 0.01% 0.01% 233 -6,004 -7.39% Q4 2025 Feb 13, 2026
CONNING INC. History No change 75,158 6,059 0.2% 0.2% 234 0 0.0% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Reduced 75,094 6,054 0.05% 0.06% 235 -9,203 -10.92% Q4 2025 Jan 26, 2026
Baird Financial Group, Inc. History Reduced 74,986 6,046 0.01% 0.01% 236 -38,148 -33.72% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 74,958 6,043 0.11% 0.12% 237 +9,860 15.15% Q4 2025 Feb 06, 2026
Summit Global Investments History Reduced 74,098 5,975 0.35% 0.35% 238 -536 -0.72% Q4 2025 Feb 18, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 74,054 5,970 0.03% 0.03% 239 +320 0.43% Q4 2025 Feb 17, 2026
TFB Advisors LLC History Added to 73,669 5,939 1.66% 1.64% 240 +3,887 5.57% Q4 2025 Feb 13, 2026
Net Worth Advisory Group History Added to 73,525 5,928 1.2% 1.56% 241 +6,917 10.38% Q4 2025 Jan 14, 2026
EQ LLC History Added to 73,231 5,904 1.7% 1.3% 242 +26,109 55.41% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Reduced 53,271 5,553 0.36% 0.37% 243 -1,136 -2.09% Q4 2025 Jan 23, 2026
Insight Wealth Partners, LLC History Added to 68,284 5,505 0.75% 1.54% 244 +5,911 9.48% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 66,492 5,361 0.01% 0.01% 245 -2,919 -4.21% Q4 2025 Feb 11, 2026
Fortis Capital Management LLC History Added to 65,685 5,296 0.7% 0.67% 246 +6,715 11.39% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 65,662 5,294 0.07% 0.1% 247 -27,850 -29.78% Q4 2025 Jan 26, 2026
Ballentine Partners, LLC History Reduced 65,301 5,265 0.07% 0.07% 248 -715 -1.08% Q4 2025 Feb 03, 2026
M&T BANK CORP History Added to 65,291 5,264 0.02% 0.02% 249 +654 1.01% Q4 2025 Jan 30, 2026
Balefire, LLC History Added to 64,585 5,207 1.01% 0.91% 250 +8,195 14.53% Q4 2025 Jan 12, 2026
Beirne Wealth Consulting Services, LLC History Added to 64,308 5,186 1.5% 1.19% 251 +3,264 5.35% Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History Reduced 64,035 5,163 0.01% 0.03% 252 -328,397 -83.68% Q4 2025 Feb 13, 2026
PINEBRIDGE INVESTMENTS LLC History New 63,893 5,151 0.04% 253 +63,893 New Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 63,712 5,137 0.02% 0.02% 254 -828 -1.28% Q4 2025 Jan 30, 2026
Little Harbor Advisors, LLC History Reduced 63,000 5,080 2.62% 2.83% 255 -6,250 -9.03% Q4 2025 Feb 19, 2026
Washington Trust Advisors, Inc. History Reduced 62,616 5,048 0.39% 0.39% 256 -570 -0.9% Q4 2025 Feb 03, 2026
Acasta Partners UK LLP History New 62,230 5,017 1.79% 257 +62,230 New Q4 2025 Feb 13, 2026
CNO Financial Group, Inc. History New 62,000 4,999 2.83% 258 +62,000 New Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 61,976 4,997 0.03% 0.03% 259 +11,937 23.86% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 61,762 4,979 0.09% 0.03% 260 +45,559 281.18% Q4 2025 Jan 13, 2026
Daiwa Securities Group Inc. History Reduced 60,750 4,898 0.02% 0.02% 261 -7,700 -11.25% Q4 2025 Feb 11, 2026
CENTRAL BANK & TRUST CO History Added to 60,637 4,889 0.76% 0.77% 262 +381 0.63% Q4 2025 Jan 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 60,591 4,885 0.06% 0.06% 263 +2,078 3.55% Q4 2025 Jan 29, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 60,500 4,878 1.48% 1.44% 264 0 0.0% Q4 2025 Feb 12, 2026
Almitas Capital LLC History New 60,000 4,837 1.07% 265 +60,000 New Q4 2025 Feb 17, 2026
QVR LLC History New 60,000 4,837 0.24% 266 +60,000 New Q4 2025 Jan 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 59,685 4,812 0.85% 0.69% 267 +15,333 34.57% Q4 2025 Jan 21, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 59,590 4,804 0.48% 0.45% 268 +6,134 11.47% Q4 2025 Jan 27, 2026
MorganRosel Wealth Management, LLC History Added to 59,251 4,777 1.2% 1.15% 269 +4,753 8.72% Q4 2025 Feb 13, 2026
Palogic Value Management, L.P. History Added to 58,844 4,745 1.98% 1.9% 270 +685 1.18% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History New 58,206 4,693 0.39% 271 +58,206 New Q4 2025 Feb 13, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Added to 58,200 4,692 0.69% 0.71% 272 +49,500 568.97% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Reduced 57,461 4,633 0.14% 0.15% 273 -1,112 -1.9% Q4 2025 Feb 10, 2026
Buska Wealth Management, LLC History Reduced 57,370 4,625 1.71% 2.09% 274 -28,417 -33.13% Q4 2025 Jan 22, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 56,725 4,573 0.0% 0.0% 275 +10,562 22.88% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 56,012 4,516 0.27% 0.26% 276 +581 1.05% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Added to 55,752 4,495 0.5% 0.44% 277 +9,437 20.38% Q4 2025 Jan 14, 2026
Spahn Wealth & Retirement LLC History Added to 55,213 4,451 2.76% 2.62% 278 +756 1.39% Q4 2025 Feb 13, 2026
IFG Advisors, LLC History Reduced 54,845 4,422 0.74% 0.73% 279 -113 -0.21% Q4 2025 Jan 13, 2026
Advyzon Investment Management, LLC History Added to 54,462 4,391 0.51% 0.35% 280 +29,490 118.09% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 54,319 4,379 0.09% 0.1% 281 -2,332 -4.12% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Reduced 54,137 4,365 0.01% 0.01% 282 -1,521 -2.73% Q4 2025 Feb 17, 2026
VestGen Investment Management History Reduced 53,821 4,339 2.41% 2.64% 283 -334 -0.62% Q4 2025 Feb 18, 2026
SUMMIT SECURITIES GROUP LLC History New 52,600 4,241 0.55% 284 +52,600 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 52,391 4,224 0.01% 0.01% 285 -5,000 -8.71% Q4 2025 Feb 12, 2026
New Age Alpha Advisors, LLC History Reduced 51,707 4,169 0.18% 0.2% 286 -8,108 -13.56% Q4 2025 Feb 09, 2026
Ironwood Financial, llc History Reduced 50,938 4,128 0.7% 0.76% 287 -1,970 -3.72% Q4 2025 Jan 15, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 51,175 4,126 2.0% 1.95% 288 +2,682 5.53% Q4 2025 Jan 14, 2026
Global View Capital Management LLC History Reduced 50,246 4,051 0.76% 1.44% 289 -33,430 -39.95% Q4 2025 Jan 14, 2026
Roundview Capital LLC History Added to 49,949 4,027 0.25% 0.26% 290 +195 0.39% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 49,498 3,991 0.09% 0.14% 291 -17,105 -25.68% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 49,459 3,987 0.3% 0.3% 292 +842 1.73% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 49,093 3,962 0.03% 0.04% 293 +493 1.01% Q4 2025 Jan 28, 2026
Sagace Wealth Management LLC History Added to 48,492 3,909 2.65% 2.54% 294 +2,398 5.2% Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 48,064 3,875 0.01% 0.02% 295 -7,492 -13.49% Q4 2025 Feb 06, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 48,051 3,874 0.62% 0.68% 296 +267 0.56% Q4 2025 Jan 22, 2026
Rossby Financial, LCC History Added to 48,039 3,873 1.19% 1.2% 297 +2,550 5.61% Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History New 46,362 3,738 0.04% 298 +46,362 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 45,985 3,708 0.01% 0.01% 299 -450 -0.97% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History Added to 45,478 3,666 0.12% 0.13% 300 +88 0.19% Q4 2025 Feb 17, 2026
Torrey-Payne Wealth Management, LLC History New 45,057 3,657 3.28% 301 +45,057 New Q4 2025 Feb 19, 2026
Cypress Wealth Services, LLC History Added to 45,304 3,652 0.51% 0.58% 302 +1,812 4.17% Q4 2025 Jan 14, 2026
Hilltop Holdings Inc. History Reduced 45,219 3,645 0.22% 0.52% 303 -75,978 -62.69% Q4 2025 Feb 17, 2026
EHP Funds Inc. History Reduced 45,000 3,628 8.31% 3.58% 304 -5,000 -10.0% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 44,882 3,618 0.02% 0.02% 305 +7,095 18.78% Q4 2025 Jan 29, 2026
Moss Adams Wealth Advisors LLC History Added to 44,728 3,606 0.26% 0.25% 306 +5,524 14.09% Q4 2025 Jan 26, 2026
Financial & Tax Architects, LLC History Added to 44,389 3,579 0.8% 0.78% 307 +989 2.28% Q4 2025 Jan 21, 2026
SCOTIA CAPITAL INC. History Reduced 43,497 3,507 0.01% 0.02% 308 -8,081 -15.67% Q4 2025 Feb 12, 2026
COREPATH WEALTH PARTNERS LLC History Added to 42,962 3,481 2.33% 2.19% 309 +5,677 15.23% Q4 2025 Jan 15, 2026
CIM, LLC History Added to 42,802 3,451 0.45% 0.44% 310 +1,399 3.38% Q4 2025 Feb 18, 2026
Y.D. More Investments Ltd History Reduced 42,400 3,418 0.16% 0.24% 311 -9,000 -17.51% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 43,768 3,414 0.08% 0.06% 312 +2,448 5.92% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 42,052 3,390 0.18% 0.21% 313 -126 -0.3% Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History Reduced 41,967 3,383 0.01% 0.01% 314 -8,083 -16.15% Q4 2025 Feb 12, 2026
Providence Capital Advisors, LLC History Added to 41,910 3,379 0.57% 0.57% 315 +1,469 3.63% Q4 2025 Feb 12, 2026
Rafferty Asset Management, LLC History Reduced 41,761 3,367 0.01% 0.01% 316 -8,945 -17.64% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 41,492 3,356 0.0% 0.0% 317 +11,176 36.87% Q4 2025 Jan 08, 2026
Galvin, Gaustad & Stein, LLC History New 41,529 3,348 0.26% 318 +41,529 New Q4 2025 Jan 23, 2026
Atlanta Consulting Group Advisors, LLC History Added to 41,403 3,338 0.76% 0.78% 319 +1,994 5.06% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 129,612 3,328 0.0% 0.01% 320 -756,447 -85.37% Q4 2025 Feb 17, 2026
Allie Family Office LLC History Added to 41,009 3,306 1.54% 1.47% 321 +2,808 7.35% Q4 2025 Feb 13, 2026
LifePlan Investment Advisors, Inc. History Added to 40,513 3,266 1.33% 1.34% 322 +1,123 2.85% Q4 2025 Feb 09, 2026
Gladwyn Financial Advisors, Inc. History Added to 40,428 3,259 2.29% 2.26% 323 +1,691 4.37% Q4 2025 Jan 08, 2026
HMS Capital Management, LLC History Reduced 40,312 3,250 1.34% 1.44% 324 -1,882 -4.46% Q4 2025 Jan 16, 2026
Waverly Advisors, LLC History Reduced 40,179 3,239 0.03% 0.03% 325 -1,287 -3.1% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 40,170 3,238 0.05% 0.06% 326 +2,193 5.77% Q4 2025 Mar 12, 2026
Trek Financial, LLC History Reduced 39,964 3,222 0.19% 0.2% 327 -2,126 -5.05% Q4 2025 Feb 04, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 38,967 3,141 0.19% 0.21% 328 -2,603 -6.26% Q4 2025 Feb 13, 2026
McAdam, LLC History Reduced 38,869 3,133 0.14% 0.16% 329 -1,834 -4.51% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 38,573 3,110 0.52% 330 +38,573 New Q4 2025 Feb 12, 2026
Proficio Capital Partners LLC History Added to 38,358 3,092 0.22% 0.02% 331 +34,663 938.11% Q4 2025 Feb 12, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 37,778 3,046 1.18% 1.18% 332 +882 2.39% Q4 2025 Feb 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 37,756 3,044 0.98% 1.86% 333 +709 1.91% Q4 2025 Jan 22, 2026
Financial Alternatives, Inc History Reduced 37,328 3,009 1.75% 1.84% 334 -70 -0.19% Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History Added to 37,087 2,990 0.02% 0.02% 335 +2,456 7.09% Q4 2025 Jan 27, 2026
David J Yvars Group History Added to 37,052 2,987 1.59% 1.46% 336 +3,400 10.1% Q4 2025 Jan 12, 2026
NerdWallet Wealth Partners, LLC History Added to 36,731 2,960 1.33% 1.32% 337 +3,598 10.86% Q4 2025 Jan 13, 2026
Fiera Capital Corp History Reduced 36,545 2,946 0.01% 0.01% 338 -1,611 -4.22% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 36,507 2,943 0.1% 0.1% 339 +4,368 13.59% Q4 2025 Feb 04, 2026
BLB&B Advisors, LLC History Added to 36,137 2,913 0.12% 0.11% 340 +5,158 16.65% Q4 2025 Jan 26, 2026
Talisman Wealth Advisors LLC History Added to 62,316 2,901 2.26% 1.96% 341 +11,593 22.86% Q4 2025 Feb 20, 2026
Lifestyle Asset Management, Inc. History Added to 35,945 2,898 0.94% 0.73% 342 +9,587 36.37% Q4 2025 Feb 11, 2026
Mittelman Wealth Management History Added to 35,862 2,891 1.88% 1.87% 343 +701 1.99% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 35,209 2,838 0.01% 0.01% 344 +225 0.64% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 35,160 2,835 0.02% 345 +35,160 New Q4 2025 Feb 18, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 35,116 2,831 0.21% 0.13% 346 +14,018 66.44% Q4 2025 Feb 17, 2026
Bensler, LLC History Reduced 35,051 2,826 0.28% 0.31% 347 -2,125 -5.72% Q4 2025 Feb 04, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History New 35,000 2,822 0.38% 348 +35,000 New Q4 2025 Feb 17, 2026
PAYDEN & RYGEL History New 34,867 2,811 0.19% 349 +34,867 New Q4 2025 Feb 06, 2026
SevenBridge Financial Group, LLC History Added to 34,548 2,804 0.45% 0.38% 350 +5,564 19.2% Q4 2025 Feb 02, 2026
HFG Advisors, Inc. History Added to 33,939 2,736 1.98% 1.9% 351 +2,189 6.89% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 33,816 2,726 0.03% 0.03% 352 -1,182 -3.38% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 33,207 2,677 0.03% 0.03% 353 -314 -0.94% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Reduced 33,150 2,672 0.22% 0.23% 354 -1,081 -3.16% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 32,817 2,646 0.02% 0.02% 355 +1,901 6.15% Q4 2025 Feb 18, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 32,750 2,641 0.0% 356 +32,750 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 32,690 2,635 0.08% 0.09% 357 -4,273 -11.56% Q4 2025 Jan 09, 2026
AE Wealth Management LLC History Added to 32,433 2,615 0.02% 0.02% 358 +3,066 10.44% Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Added to 32,339 2,607 0.04% 0.04% 359 +3,830 13.43% Q4 2025 Feb 09, 2026
AssuredPartners Investment Advisors, LLC History Added to 32,304 2,604 0.39% 0.25% 360 +18,733 138.04% Q4 2025 Feb 03, 2026
Financial Partners Group, Inc History Added to 31,958 2,592 0.3% 0.29% 361 +3,577 12.6% Q4 2025 Feb 03, 2026
BOSTON RESEARCH & MANAGEMENT INC History Added to 31,992 2,579 0.59% 0.57% 362 +216 0.68% Q4 2025 Feb 11, 2026
Private Advisory Group LLC History Added to 31,676 2,554 0.2% 0.2% 363 +2,285 7.77% Q4 2025 Jan 15, 2026
Capricorn Fund Managers Ltd History Reduced 31,308 2,524 0.61% 0.85% 364 -20 -0.06% Q4 2025 Jan 21, 2026
Advisors Preferred, LLC History Added to 31,216 2,518 0.41% 0.31% 365 +5,017 19.15% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 31,229 2,517 0.01% 0.02% 366 +456 1.48% Q4 2025 Feb 17, 2026
BURNS J W & CO INC/NY History Added to 31,042 2,502 0.28% 0.22% 367 +6,605 27.03% Q4 2025 Jan 12, 2026
SYKON CAPITAL LLC History Reduced 30,949 2,495 0.8% 1.12% 369 -10,440 -25.22% Q4 2025 Feb 12, 2026
Beta Wealth Group, Inc. History Reduced 30,949 2,495 1.0% 1.01% 368 -712 -2.25% Q4 2025 Feb 13, 2026
Beach Point Capital Management LP History Added to 11,674,700 2,478 0.96% 1.26% 370 +3,674,700 45.93% Q4 2025 Feb 10, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 30,400 2,451 0.24% 1.33% 371 -124,600 -80.39% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History New 30,347 2,446 0.0% 372 +30,347 New Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 30,268 2,440 0.01% 0.01% 373 0 0.0% Q4 2025 Feb 10, 2026
CITY HOLDING CO History Added to 30,156 2,431 0.3% 0.28% 374 +2,895 10.62% Q4 2025 Jan 22, 2026
ARCH CAPITAL GROUP LTD. History No change 30,000 2,419 0.83% 0.83% 375 0 0.0% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History Added to 29,858 2,407 0.08% 0.08% 376 +317 1.07% Q4 2025 Feb 12, 2026
GUARDIAN CAPITAL LP History No change 29,500 2,376 0.07% 0.08% 377 0 0.0% Q4 2025 Feb 18, 2026
PRUDENTIAL PLC History Added to 29,410 2,371 0.02% 0.01% 378 +17,210 141.07% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Reduced 29,358 2,367 0.09% 0.1% 379 -3,432 -10.47% Q4 2025 Jan 27, 2026
Wealth Watch Advisors, INC History Reduced 29,199 2,354 0.87% 0.98% 380 -8 -0.03% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 29,141 2,349 0.03% 0.04% 381 -7,873 -21.27% Q4 2025 Jan 21, 2026
Russell Investments Group, Ltd. History Added to 28,631 2,308 0.0% 0.0% 382 +8,888 45.02% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 28,625 2,308 0.01% 0.01% 383 +46 0.16% Q4 2025 Feb 12, 2026
Guardian Capital, LLC History New 28,543 2,301 2.06% 384 +28,543 New Q4 2025 Feb 05, 2026
Sowell Financial Services LLC History Added to 28,419 2,291 0.08% 0.08% 385 +1,293 4.77% Q4 2025 Jan 21, 2026
Exit Wealth Advisors, LLC. History New 28,320 2,283 1.35% 386 +28,320 New Q4 2025 Feb 10, 2026
Emergent Wealth Advisors, LLC History Reduced 28,036 2,260 1.27% 1.78% 387 -9,529 -25.37% Q4 2025 Jan 14, 2026
BKM Wealth Management, LLC History Reduced 27,976 2,255 0.82% 0.91% 388 -2,280 -7.54% Q4 2025 Jan 29, 2026
FOCUS Wealth Advisors, LLC History Added to 27,715 2,234 1.04% 1.07% 389 +205 0.75% Q4 2025 Jan 09, 2026
Frank, Rimerman Advisors LLC History No change 27,673 2,231 0.14% 0.14% 390 0 0.0% Q4 2025 Jan 15, 2026
Mandatum Life Insurance Co Ltd History No change 27,237 2,196 0.5% 0.53% 391 0 0.0% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History No change 27,002 2,177 0.01% 0.01% 392 0 0.0% Q4 2025 Feb 24, 2026
HANCOCK WHITNEY CORP History Added to 26,979 2,175 0.04% 0.04% 393 +1,540 6.05% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 26,956 2,173 0.0% 0.0% 394 +2,647 10.89% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Added to 26,911 2,169 0.04% 0.04% 395 +1,819 7.25% Q4 2025 Jan 14, 2026
Global Endowment Management, LP History No change 26,715 2,154 0.27% 0.27% 396 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 26,673 2,150 0.0% 0.0% 397 +765 2.95% Q4 2025 Feb 06, 2026
Ranch Capital Advisors Inc. History Added to 26,630 2,147 0.79% 0.81% 398 +859 3.33% Q4 2025 Feb 05, 2026
Prosperity Consulting Group, LLC History Reduced 26,630 2,147 0.1% 0.11% 399 -383 -1.42% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 26,539 2,139 0.01% 0.0% 400 +14,061 112.69% Q4 2025 Feb 18, 2026
Global Trust Wealth Management LLC History New 26,401 2,128 1.58% 401 +26,401 New Q4 2025 Jan 28, 2026
Quarry LP History Reduced 26,370 2,126 0.33% 2.11% 402 -92,430 -77.8% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 25,908 2,088 1.33% 1.31% 403 +1,789 7.42% Q4 2025 Feb 04, 2026
Neumann Capital Management, LLC History Reduced 25,717 2,073 0.6% 0.62% 404 -433 -1.66% Q4 2025 Jan 14, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Reduced 25,470 2,053 0.27% 0.52% 405 -23,320 -47.8% Q4 2025 Feb 17, 2026
Virtus Fixed Income Advisers, LLC History Added to 25,468 2,053 1.55% 1.49% 406 +1,020 4.17% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Reduced 25,343 2,043 0.12% 0.17% 407 -10,057 -28.41% Q4 2025 Jan 30, 2026
L & S Advisors Inc History New 25,246 2,035 0.19% 408 +25,246 New Q4 2025 Feb 05, 2026
Ramiah Investment Group History Added to 25,213 2,032 1.99% 1.85% 409 +2,116 9.16% Q4 2025 Jan 28, 2026
Symetra Investment Management Co History Added to 25,060 2,021 0.36% 0.0% 410 +24,960 24960.0% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 25,024 2,017 0.01% 0.01% 411 +3,320 15.3% Q4 2025 Jan 29, 2026
Clear Creek Financial Management, LLC History Reduced 24,594 1,983 0.16% 0.2% 412 -3,757 -13.25% Q4 2025 Jan 23, 2026
Covenant Partners, LLC History No change 24,562 1,980 0.58% 0.57% 413 0 0.0% Q4 2025 Jan 26, 2026
Continuum Advisory, LLC History Added to 24,330 1,961 0.2% 0.17% 414 +4,740 24.2% Q4 2025 Feb 11, 2026
NVWM, LLC History Reduced 24,245 1,954 0.43% 0.46% 415 -1,131 -4.46% Q4 2025 Jan 20, 2026
RAMSEY QUANTITATIVE SYSTEMS History New 24,000 1,935 1.76% 416 +24,000 New Q4 2025 Jan 13, 2026
Florin Court Capital LLP History Reduced 23,900 1,927 2.68% 1.74% 417 -3,400 -12.45% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Reduced 23,554 1,899 0.03% 0.03% 418 -3,328 -12.38% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Added to 23,343 1,882 0.01% 0.0% 419 +6,245 36.52% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 22,835 1,842 0.03% 0.03% 420 +203 0.9% Q4 2025 Feb 09, 2026
Plan Group Financial, LLC History Reduced 22,281 1,796 0.47% 0.77% 421 -12,970 -36.79% Q4 2025 Feb 03, 2026
1ST SOURCE BANK History No change 21,970 1,771 0.09% 0.09% 422 0 0.0% Q4 2025 Feb 05, 2026
NWAM LLC History Reduced 21,821 1,762 0.1% 0.1% 423 -311 -1.41% Q4 2025 Feb 04, 2026
Grey Fox Wealth Advisors, LLC History Reduced 21,855 1,762 0.36% 0.36% 424 -69 -0.31% Q4 2025 Feb 12, 2026
Bellecapital International Ltd. History Added to 21,659 1,746 0.31% 0.28% 425 +372 1.75% Q4 2025 Feb 02, 2026
LVZ, Inc. History Reduced 21,451 1,729 0.19% 0.27% 426 -8,289 -27.87% Q4 2025 Feb 10, 2026
GeoWealth Management, LLC History Added to 21,249 1,713 0.06% 0.06% 427 +1,924 9.96% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Added to 20,947 1,688 0.13% 0.14% 428 +289 1.4% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 20,870 1,682 0.0% 0.0% 429 -44,626 -68.14% Q4 2025 Jan 23, 2026
Worth Asset Management, LLC History Reduced 20,843 1,680 0.71% 3.73% 430 -81,382 -79.61% Q4 2025 Jan 14, 2026
FELL CAPITAL MANAGEMENT /ADV History New 20,635 1,663 1.62% 431 +20,635 New Q4 2025 Mar 27, 2026
Coign Capital Advisors LLC History Added to 20,576 1,659 0.87% 0.91% 432 +236 1.16% Q4 2025 Jan 20, 2026
Richard W. Paul & Associates, LLC History Reduced 20,483 1,651 0.55% 0.66% 433 -3,442 -14.39% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Added to 20,372 1,642 0.05% 0.03% 434 +10,207 100.41% Q4 2025 Jan 20, 2026
EP Wealth Advisors, LLC History New 20,047 1,616 0.01% 435 +20,047 New Q4 2025 Feb 18, 2026
Stone Summit Wealth LLC History Reduced 20,022 1,614 0.44% 0.48% 436 -860 -4.12% Q4 2025 Jan 27, 2026
Sierra Capital LLC History Added to 19,993 1,612 0.17% 0.18% 437 +60 0.3% Q4 2025 Feb 18, 2026
Avion Wealth History Added to 19,769 1,593 0.33% 0.02% 438 +18,639 1649.47% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 19,674 1,586 0.0% 0.0% 439 -933 -4.53% Q4 2025 Feb 17, 2026
Sunbeam Capital Management, LLC History Reduced 19,474 1,570 0.93% 1.0% 440 -261 -1.32% Q4 2025 Feb 13, 2026
REDMONT WEALTH ADVISORS LLC History Added to 19,251 1,552 2.35% 1.7% 441 +4,236 28.21% Q4 2025 Feb 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 19,152 1,544 0.11% 0.07% 442 +6,329 49.36% Q4 2025 Feb 12, 2026
Asset Allocation & Management Company, LLC History No change 19,130 1,542 0.61% 0.66% 443 0 0.0% Q4 2025 Jan 12, 2026
Concurrent Investment Advisors, LLC History Added to 19,086 1,538 0.02% 0.02% 444 +4,193 28.15% Q4 2025 Jan 29, 2026
Ironwood Investment Counsel, LLC History Reduced 18,869 1,521 0.21% 0.24% 445 -1,292 -6.41% Q4 2025 Feb 06, 2026
Prostatis Group LLC History Added to 18,833 1,518 0.36% 0.38% 446 +197 1.06% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 18,778 1,514 0.1% 0.09% 447 +2,630 16.29% Q4 2025 Feb 20, 2026
Vertex Investment Solutions Co., Ltd. History New 18,700 1,507 1.49% 448 +18,700 New Q4 2025 Feb 05, 2026
Betterment LLC History Reduced 18,476 1,490 0.0% 0.0% 449 -1,051 -5.38% Q4 2025 Feb 12, 2026
Integrated Capital Management, LLC History Reduced 18,477 1,489 0.64% 0.66% 450 -44 -0.24% Q4 2025 Jan 26, 2026
Provenance Wealth Advisors, LLC History New 18,428 1,485 0.16% 451 +18,428 New Q4 2025 Jan 26, 2026
Park Square Financial Group, LLC History Reduced 18,682 1,469 8.72% 8.08% 452 -4,365 -18.94% Q4 2025 Feb 05, 2026
Towerpoint Wealth, LLC History Reduced 17,921 1,444 0.57% 0.62% 453 -745 -3.99% Q4 2025 Jan 15, 2026
Topor & Co. Korea History New 17,665 1,424 1.07% 454 +17,665 New Q4 2025 Feb 26, 2026
WAYSTONE ADVISORS LLC History New 17,611 1,419 1.22% 456 +17,611 New Q4 2025 Feb 09, 2026
Maven Securities LTD History No change 17,600 1,419 0.03% 0.04% 455 0 0.0% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 17,563 1,416 0.03% 0.02% 457 +8,026 84.16% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 17,542 1,414 0.02% 0.02% 458 -1,796 -9.29% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History New 17,500 1,411 0.01% 459 +17,500 New Q4 2025 Feb 12, 2026
Florida Trust Wealth Management Co History Reduced 17,327 1,397 0.04% 0.04% 460 -463 -2.6% Q4 2025 Jan 20, 2026
FMR LLC History Added to 17,272 1,392 0.0% 0.0% 461 +9,421 120.0% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 16,933 1,365 0.06% 0.04% 462 +3,722 28.17% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 16,795 1,354 0.09% 0.12% 463 -4,019 -19.31% Q4 2025 Apr 02, 2026
Edge Financial Advisors LLC History Reduced 16,702 1,346 0.57% 0.67% 464 -1,693 -9.2% Q4 2025 Jan 28, 2026
Stirlingshire Investments, Inc. History New 16,573 1,336 1.19% 465 +16,573 New Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Added to 16,392 1,321 0.03% 0.02% 466 +5,356 48.53% Q4 2025 Feb 17, 2026
Virtue Capital Management, LLC History Added to 16,274 1,312 0.2% 0.42% 467 +2,741 20.25% Q4 2025 Feb 18, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 16,270 1,311 0.77% 0.73% 468 +500 3.17% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 16,203 1,306 0.02% 0.02% 469 +924 6.05% Q4 2025 Feb 04, 2026
Odyssey Capital Advisors, Inc. History New 16,151 1,302 1.16% 470 +16,151 New Q4 2025 Feb 05, 2026
Arkadios Wealth Advisors History Added to 16,088 1,297 0.03% 0.03% 471 +1,251 8.43% Q4 2025 Feb 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 16,058 1,294 0.18% 0.19% 472 -156 -0.96% Q4 2025 Feb 17, 2026
Sterling Investment Counsel, LLC History New 16,381 1,288 0.37% 473 +16,381 New Q4 2025 Jan 27, 2026
Concord Investment Counsel Inc. History Reduced 15,888 1,281 0.42% 0.43% 474 -737 -4.43% Q4 2025 Feb 10, 2026
SWS Partners History Added to 15,710 1,266 0.31% 0.31% 475 +268 1.74% Q4 2025 Jan 16, 2026
NBC SECURITIES, INC. History Reduced 15,701 1,265 0.09% 0.1% 476 -160 -1.01% Q4 2025 Jan 29, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 15,621 1,259 0.36% 0.35% 477 +1,539 10.93% Q4 2025 Feb 11, 2026
Coastline Trust Co History Reduced 15,579 1,256 0.12% 0.14% 478 -887 -5.39% Q4 2025 Jan 05, 2026
SFG Wealth Management, LLC. History No change 15,189 1,224 0.48% 0.53% 479 0 0.0% Q4 2025 Feb 03, 2026
Capital Analysts, LLC History Added to 15,169 1,223 0.04% 0.02% 480 +4,647 44.16% Q4 2025 Feb 11, 2026
Strategic Blueprint, LLC History Added to 15,119 1,219 0.07% 0.05% 481 +558 3.83% Q4 2025 Jan 30, 2026
Cadent Capital Advisors, LLC History Reduced 15,004 1,209 0.31% 0.33% 482 -249 -1.63% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,718 1,186 0.05% 0.04% 483 +4,984 51.2% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 14,514 1,174 0.01% 0.01% 484 0 0.0% Q4 2025 Jan 26, 2026
Global Assets Advisory, LLC History Reduced 14,460 1,165 0.33% 0.48% 485 -5,597 -27.91% Q4 2025 Feb 09, 2026
Maridea Wealth Management LLC History Added to 14,277 1,151 0.17% 0.18% 486 +183 1.3% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 14,255 1,149 0.01% 0.01% 487 +293 2.1% Q4 2025 Feb 09, 2026
Joseph P. Lucia & Associates, LLC History Added to 14,225 1,147 0.41% 0.42% 488 +403 2.92% Q4 2025 Jan 28, 2026
CacheTech Inc. History Added to 14,169 1,142 0.21% 0.17% 489 +3,474 32.48% Q4 2025 Feb 18, 2026
Omnitrust Wealth Management, Inc History New 14,111 1,137 1.45% 490 +14,111 New Q4 2025 Feb 11, 2026
Trilogy Capital Inc. History No change 14,094 1,136 0.05% 0.05% 491 0 0.0% Q4 2025 Jan 22, 2026
Vericrest Private Wealth History New 14,070 1,134 1.01% 492 +14,070 New Q4 2025 Mar 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 14,054 1,133 0.01% 0.02% 493 -1,530 -9.82% Q4 2025 Feb 05, 2026
Leeward Financial Partners, LLC History Added to 13,934 1,123 0.32% 0.32% 494 +97 0.7% Q4 2025 Feb 09, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 13,907 1,121 0.01% 0.01% 495 +4,864 53.79% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Reduced 13,790 1,111 0.07% 0.09% 496 -2,281 -14.19% Q4 2025 Feb 03, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 13,734 1,107 0.63% 0.62% 497 +781 6.03% Q4 2025 Jan 15, 2026
FLAGSTAR ADVISORS INC History Reduced 13,675 1,102 0.37% 0.35% 498 -347 -2.47% Q4 2025 Jan 13, 2026
FIRST INTERSTATE BANK History No change 13,614 1,097 0.06% 0.06% 499 0 0.0% Q4 2025 Jan 29, 2026
Elk River Wealth Management LLC History Added to 13,759 1,090 0.18% 0.13% 500 +3,396 32.77% Q4 2025 Feb 06, 2026
ShoreHaven Wealth Partners, LLC History Reduced 13,341 1,075 0.39% 0.4% 501 -12 -0.09% Q4 2025 Feb 10, 2026
Objective Capital Management, LLC History Reduced 13,321 1,074 1.09% 1.2% 503 -909 -6.39% Q4 2025 Feb 04, 2026
Avantax Planning Partners, Inc. History Reduced 13,329 1,074 0.03% 0.03% 502 -126 -0.94% Q4 2025 Feb 05, 2026
Willis Johnson & Associates, Inc. History Added to 13,267 1,069 0.07% 0.07% 504 +50 0.38% Q4 2025 Jan 22, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 13,178 1,062 0.29% 0.32% 505 -5,400 -29.07% Q4 2025 Feb 12, 2026
Jacobi Capital Management LLC History Reduced 13,158 1,060 0.06% 0.07% 506 -931 -6.61% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Added to 13,149 1,060 0.03% 0.04% 507 +306 2.38% Q4 2025 Feb 13, 2026
Arrow Investment Advisors, LLC History No change 13,130 1,058 1.18% 1.18% 508 0 0.0% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 13,113 1,057 0.01% 0.02% 509 -10,450 -44.35% Q4 2025 Feb 13, 2026
Ariadne Wealth Management, LP History No change 13,000 1,050 0.43% 0.47% 510 0 0.0% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 12,990 1,047 0.02% 0.03% 511 -978 -7.0% Q4 2025 Feb 13, 2026
Prossimo Advisors, LLC History No change 12,929 1,042 6.71% 7.72% 512 0 0.0% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History New 12,900 1,040 0.0% 513 +12,900 New Q4 2025 Feb 12, 2026
Belvedere Trading LLC History New 12,874 1,038 0.0% 514 +12,874 New Q4 2025 Feb 10, 2026
GWN SECURITIES INC. History Added to 12,731 1,026 0.21% 0.22% 515 +1,111 9.56% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Added to 12,625 1,018 0.06% 0.06% 516 +736 6.19% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 12,598 1,015 0.03% 0.02% 517 +4,112 48.46% Q4 2025 Jan 06, 2026
TT Capital Management LLC History Reduced 12,593 1,015 0.81% 0.78% 518 -27 -0.21% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Added to 12,576 1,014 0.09% 0.08% 519 +936 8.04% Q4 2025 Jan 26, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History New 12,566 1,013 0.05% 520 +12,566 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Reduced 12,432 1,002 0.05% 0.06% 521 -1,325 -9.63% Q4 2025 Mar 04, 2026
United Advisor Group, LLC History Added to 12,423 1,001 0.12% 0.14% 522 +2 0.02% Q4 2025 Jan 26, 2026
Telos Capital Management, Inc. History Reduced 12,373 997 0.09% 0.1% 523 -85 -0.68% Q4 2025 Jan 22, 2026
VICUS CAPITAL History Reduced 12,358 996 0.07% 0.1% 524 -4,160 -25.18% Q4 2025 Jan 22, 2026
Argyle Capital Partners, LLC History Reduced 12,302 991 0.72% 0.77% 526 -924 -6.99% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History No change 12,291 991 0.03% 0.04% 525 0 0.0% Q4 2025 Feb 04, 2026
Lido Advisors, LLC History Reduced 12,206 990 0.0% 0.01% 527 -35,741 -74.54% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Added to 12,263 988 0.01% 0.01% 528 +240 2.0% Q4 2025 Jan 20, 2026
WASHINGTON TRUST Co History Added to 12,145 979 0.03% 0.03% 529 +495 4.25% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Reduced 12,044 971 0.23% 0.3% 530 -2,127 -15.01% Q4 2025 Jan 12, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 11,949 963 0.04% 0.04% 531 0 0.0% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 11,892 958 0.05% 0.05% 532 +1,162 10.83% Q4 2025 Jan 28, 2026
CALTON & ASSOCIATES, INC. History Added to 11,654 939 0.14% 0.13% 533 +1,204 11.52% Q4 2025 Feb 10, 2026
Narus Financial Partners, LLC History Reduced 11,582 933 0.26% 0.26% 534 -46 -0.4% Q4 2025 Feb 09, 2026
Sandro Wealth Management LLC History New 11,564 932 0.77% 535 +11,564 New Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Reduced 11,268 908 0.03% 0.04% 536 -341 -2.94% Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Reduced 11,105 897 0.02% 0.03% 537 -5,552 -33.33% Q4 2025 Feb 09, 2026
Diversified Enterprises, LLC History Added to 11,101 895 0.05% 0.02% 540 +6,578 145.43% Q4 2025 Jan 28, 2026
Visionary Wealth Advisors History Added to 11,104 895 0.04% 0.04% 538 +1,146 11.51% Q4 2025 Feb 13, 2026
Activest Wealth Management History Reduced 11,107 895 0.17% 0.19% 539 -443 -3.84% Q4 2025 Jan 30, 2026
FWG Holdings, LLC History No change 11,045 894 0.34% 0.39% 541 0 0.0% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 11,027 889 0.04% 0.1% 542 -15,382 -58.25% Q4 2025 Feb 13, 2026
Adams Wealth Management History Added to 11,023 888 0.19% 0.19% 543 +328 3.07% Q4 2025 Feb 18, 2026
UNIVEST FINANCIAL Corp History New 10,971 884 0.05% 544 +10,971 New Q4 2025 Feb 04, 2026
SeaCrest Wealth Management, LLC History Added to 10,909 882 0.09% 0.09% 545 +44 0.4% Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Reduced 10,828 878 0.03% 0.04% 546 -3,114 -22.34% Q4 2025 Jan 23, 2026
CITIZENS & NORTHERN CORP History Added to 10,822 872 0.22% 0.14% 547 +3,803 54.18% Q4 2025 Jan 28, 2026
Mesirow Financial Investment Management, Inc. History Reduced 10,545 850 0.02% 0.02% 548 -2,850 -21.28% Q4 2025 Feb 05, 2026
MAI Capital Management History Reduced 10,395 838 0.0% 0.01% 549 -251 -2.36% Q4 2025 Feb 13, 2026
Portfolio Strategies, Inc. History Reduced 10,190 821 0.1% 0.19% 550 -10,431 -50.58% Q4 2025 Jan 27, 2026
Gryphon Financial Partners LLC History Added to 10,170 820 0.09% 0.09% 551 +522 5.41% Q4 2025 Jan 08, 2026
Barden Capital Management, Inc. History Added to 10,139 817 0.67% 0.62% 552 +882 9.53% Q4 2025 Jan 06, 2026
Pinion Investment Advisors, LLC History Added to 10,128 816 0.2% 0.22% 553 +60 0.6% Q4 2025 Jan 29, 2026
Arax Advisory Partners History New 10,075 812 0.02% 554 +10,075 New Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Reduced 10,013 807 0.04% 0.05% 555 -378 -3.64% Q4 2025 Jan 20, 2026
Red Door Wealth Management, LLC History Added to 9,997 806 0.08% 0.09% 556 +18 0.18% Q4 2025 Jan 20, 2026
CIBC Asset Management Inc History Added to 9,983 804 0.0% 0.0% 557 +2,963 42.21% Q4 2025 Feb 10, 2026
Dai-ichi Life Insurance Company, Ltd History Added to 9,935 801 0.02% 0.01% 558 +2,719 37.68% Q4 2025 Feb 17, 2026
Valtrion Capital Management, LLC History Added to 9,932 800 0.8% 0.78% 559 +1,038 11.67% Q4 2025 Feb 11, 2026
Advisor OS, LLC History New 9,886 797 0.06% 560 +9,886 New Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Reduced 9,805 790 0.02% 0.03% 561 -8,189 -45.51% Q4 2025 Feb 03, 2026
Thrive Capital Management, LLC History Reduced 9,810 790 0.18% 0.21% 562 -121 -1.22% Q4 2025 Feb 09, 2026
Copia Wealth Management History Added to 9,760 786 0.56% 0.59% 563 +18 0.18% Q4 2025 Feb 06, 2026
Rooted Wealth Advisors, Inc. History Added to 9,707 782 0.22% 0.19% 564 +1,942 25.01% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 9,552 770 0.0% 0.01% 565 -512,104 -98.17% Q4 2025 Feb 19, 2026
Centennial Wealth Advisory LLC History Reduced 9,454 762 0.2% 0.24% 567 -988 -9.46% Q4 2025 Jan 14, 2026
OLD NATIONAL BANCORP /IN/ History Added to 9,462 762 0.01% 0.01% 566 +330 3.61% Q4 2025 Jan 28, 2026
WASHINGTON TRUST BANK History Added to 9,302 750 0.05% 0.05% 568 +309 3.44% Q4 2025 Feb 04, 2026
Wick Capital Partners, LLC History No change 9,272 747 0.13% 0.18% 569 0 0.0% Q4 2025 Mar 02, 2026
Cosner Financial Group, LLC History Added to 9,230 744 0.38% 0.4% 570 +149 1.64% Q4 2025 Jan 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 9,179 740 0.21% 0.18% 571 +1,533 20.05% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Reduced 9,092 733 0.02% 0.02% 572 -764 -7.75% Q4 2025 Jan 30, 2026
Perigon Wealth Management, LLC History Reduced 9,054 730 0.01% 0.02% 573 -73 -0.8% Q4 2025 Jan 16, 2026
ZEVIN ASSET MANAGEMENT LLC History New 9,023 727 0.1% 574 +9,023 New Q4 2025 Feb 12, 2026
Owen LaRue, LLC History Reduced 9,010 726 0.28% 0.4% 575 -3,561 -28.33% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 8,929 719 0.0% 0.0% 576 -462 -4.92% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 8,869 715 0.03% 0.03% 577 -804 -8.31% Q4 2025 Feb 06, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 8,799 709 0.21% 0.21% 578 -1 -0.01% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 8,731 703 0.03% 0.02% 579 +2,844 48.31% Q4 2025 Feb 12, 2026
PFG Advisors History Reduced 8,682 700 0.03% 0.06% 581 -8,496 -49.46% Q4 2025 Jan 27, 2026
AmeriServ Wealth Advisors History Added to 8,685 700 0.41% 0.35% 580 +235 2.78% Q4 2025 Feb 10, 2026
Petix & Botte Co History Reduced 8,670 699 0.16% 0.22% 582 -2,980 -25.58% Q4 2025 Feb 05, 2026
WINCAP FINANCIAL LLC History Added to 8,627 695 0.48% 0.45% 583 +683 8.6% Q4 2025 Jan 14, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 8,521 687 0.03% 0.03% 584 -48 -0.56% Q4 2025 Feb 09, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 8,446 681 0.31% 0.48% 585 -4,314 -33.81% Q4 2025 Jan 14, 2026
Single Point Partners, LLC History Added to 8,415 678 0.13% 0.14% 586 +18 0.21% Q4 2025 Jan 26, 2026
Lexington Hill Partners, LLC History New 8,333 671 0.5% 587 +8,333 New Q4 2025 Feb 19, 2026
Davies Financial Advisors, Inc. History Reduced 8,318 670 1.24% 1.8% 589 -19,006 -69.56% Q4 2025 Jan 27, 2026
MKD WEALTH COACHES, LLC History Reduced 8,314 670 0.67% 0.67% 588 -11 -0.13% Q4 2025 Jan 12, 2026
Fortis Group Advisors, LLC History Added to 8,191 664 0.11% 0.04% 590 +5,481 202.25% Q4 2025 Feb 06, 2026
Fortis Capital Advisors, LLC History Added to 8,231 663 0.1% 0.1% 592 +238 2.98% Q4 2025 Jan 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,230 663 0.02% 0.02% 591 +45 0.55% Q4 2025 Feb 13, 2026
KFA Private Wealth Group, LLC History Reduced 8,201 661 0.16% 0.19% 593 -57 -0.69% Q4 2025 Jan 07, 2026
Arkos Global Advisors History Reduced 8,147 657 0.08% 0.09% 595 -758 -8.51% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History No change 8,150 657 0.03% 0.04% 594 0 0.0% Q4 2025 Feb 05, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 8,131 655 0.24% 0.43% 596 -6,398 -44.04% Q4 2025 Jan 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 8,030 647 0.04% 0.06% 597 -1,615 -16.74% Q4 2025 Feb 02, 2026
Accurate Wealth Management, LLC History Added to 7,983 646 0.08% 0.08% 598 +823 11.49% Q4 2025 Jan 14, 2026
Yorktown Management & Research Co Inc History No change 8,000 645 0.52% 0.52% 599 0 0.0% Q4 2025 Jan 23, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 7,943 640 0.14% 0.25% 601 -4,973 -38.5% Q4 2025 Feb 02, 2026
Creative Planning History Reduced 7,946 640 0.0% 0.0% 600 -916 -10.34% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History Reduced 7,913 638 0.12% 0.14% 602 -1,423 -15.24% Q4 2025 Jan 27, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 7,900 636 0.04% 0.04% 603 -77 -0.97% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 7,878 635 0.01% 0.01% 604 +1,558 24.65% Q4 2025 Feb 02, 2026
Westwood Wealth Management History New 7,845 632 0.48% 605 +7,845 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Reduced 7,845 632 0.48% 0.59% 606 -1,248 -13.72% Q4 2025 Jan 13, 2026
CV Advisors LLC History No change 7,821 630 0.16% 0.18% 607 0 0.0% Q4 2025 Jan 20, 2026
Focus Financial Network, Inc. History Reduced 7,802 629 0.02% 0.02% 608 -273 -3.38% Q4 2025 Jan 12, 2026
Geneos Wealth Management Inc. History Added to 7,798 628 0.02% 0.02% 609 +225 2.97% Q4 2025 Jan 28, 2026
SONATA CAPITAL GROUP INC History No change 7,635 615 0.22% 0.23% 610 0 0.0% Q4 2025 Jan 26, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 7,626 614 0.08% 0.21% 611 -11,494 -60.12% Q4 2025 Jan 15, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 7,602 612 0.03% 0.02% 612 +3,528 86.6% Q4 2025 Feb 04, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 7,545 608 0.04% 0.04% 613 +1,551 25.88% Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History Reduced 7,520 606 0.03% 0.03% 614 -319 -4.07% Q4 2025 Jan 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,433 599 0.01% 0.01% 615 +2,988 67.22% Q4 2025 Feb 12, 2026
WEBSTER BANK, N. A. History Added to 7,353 592 0.06% 0.06% 616 +169 2.35% Q4 2025 Jan 23, 2026
COMMERCE BANK History Added to 7,339 591 0.0% 0.0% 617 +409 5.9% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History No change 7,334 591 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 7,255 585 0.03% 0.03% 619 -135 -1.83% Q4 2025 Jan 27, 2026
Daybright Advisory Services, Inc. History New 7,255 584 0.16% 620 +7,255 New Q4 2025 Feb 12, 2026
Sterling Wealth Management, Inc. History No change 7,198 580 0.17% 0.18% 621 0 0.0% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History New 7,148 576 0.03% 622 +7,148 New Q4 2025 Feb 04, 2026
PKS Advisory Services, LLC History Added to 7,085 571 0.13% 0.12% 623 +93 1.33% Q4 2025 Feb 02, 2026
CABANA LLC History New 6,923 558 4.18% 624 +6,923 New Q4 2025 Jan 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 6,899 556 0.15% 0.16% 625 0 0.0% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History Reduced 6,858 552 0.02% 0.08% 626 -21,141 -75.51% Q4 2025 Jan 13, 2026
GARRISON POINT ADVISORS, LLC History Added to 6,649 536 0.24% 0.18% 627 +1,492 28.93% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 6,543 530 0.01% 0.03% 628 -5,802 -47.0% Q4 2025 Jan 28, 2026
Fortress Financial Solutions, LLC History Added to 6,558 528 0.54% 0.53% 629 +502 8.29% Q4 2025 Jan 23, 2026
Box Hill Private Wealth LLC History New 6,526 526 0.53% 630 +6,526 New Q4 2025 Feb 09, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,457 523 0.02% 0.02% 631 +1,800 38.65% Q4 2025 Feb 03, 2026
Ellenbecker Investment Group History Added to 6,475 522 0.07% 0.08% 632 +67 1.05% Q4 2025 Jan 30, 2026
DEARBORN PARTNERS LLC History Added to 12,176 521 0.03% 0.02% 633 +1,000 8.95% Q4 2025 Feb 11, 2026
Oldfather Financial Services, LLC History No change 6,471 521 0.16% 0.16% 634 0 0.0% Q4 2025 Jan 16, 2026
Gotham Asset Management, LLC History No change 6,416 517 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 17, 2026
City Center Advisors, LLC History Added to 6,389 515 0.47% 0.39% 636 +1,465 29.75% Q4 2025 Jan 05, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 6,380 514 0.38% 0.38% 637 -2 -0.03% Q4 2025 Feb 12, 2026
GRANVILLE CAPITAL, INC. History New 6,340 511 0.27% 638 +6,340 New Q4 2025 Feb 13, 2026
Cohen Investment Advisors LLC History No change 6,349 511 0.23% 0.25% 639 0 0.0% Q4 2025 Jan 15, 2026
WHITE PINE CAPITAL LLC History Added to 6,327 510 0.14% 0.1% 640 +1,854 41.45% Q4 2025 Feb 09, 2026
Wealthspire Advisors, LLC History Reduced 6,306 508 0.0% 0.01% 641 -8,626 -57.77% Q4 2025 Feb 13, 2026
Tolleson Wealth Management, Inc. History Reduced 6,301 508 0.07% 0.08% 642 -72 -1.13% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Added to 6,294 507 0.07% 0.05% 643 +2,088 49.64% Q4 2025 Feb 09, 2026
MANNING & NAPIER ADVISORS LLC History Added to 6,246 504 0.01% 0.01% 644 +208 3.44% Q4 2025 Feb 03, 2026
AlphaCore Capital LLC History Added to 6,202 500 0.01% 0.01% 645 +2,568 70.67% Q4 2025 Feb 05, 2026
BG Investment Services, LLC History Reduced 6,157 496 0.44% 0.54% 646 -647 -9.51% Q4 2025 Feb 05, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 6,150 495 0.3% 647 +6,150 New Q4 2025 Feb 03, 2026
NATIXIS History Reduced 6,135 494 0.0% 0.0% 648 -1,216 -16.54% Q4 2025 Feb 13, 2026
Consilium Wealth Advisory, LLC History No change 6,067 489 0.18% 0.19% 649 0 0.0% Q4 2025 Jan 26, 2026
TruNorth Capital Management, LLC History No change 6,015 484 0.09% 0.1% 650 0 0.0% Q4 2025 Feb 11, 2026
Perkins Coie Trust Co History New 5,984 482 0.09% 651 +5,984 New Q4 2025 Jan 12, 2026
AFT, FORSYTH & COMPANY, INC. History New 5,977 481 0.21% 652 +5,977 New Q4 2025 Feb 13, 2026
Navis Wealth Advisors, LLC History New 5,966 481 0.2% 654 +5,966 New Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 5,972 481 0.03% 0.03% 653 0 0.0% Q4 2025 Jan 23, 2026
American Wealth Advisors, LLC History Added to 5,956 480 0.47% 0.47% 655 +108 1.85% Q4 2025 Jan 26, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 5,947 479 0.24% 0.27% 656 0 0.0% Q4 2025 Jan 23, 2026
First Growth Capital LLC History New 5,916 478 0.42% 657 +5,916 New Q4 2025 Feb 19, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,912 476 0.01% 0.01% 658 +1,077 22.28% Q4 2025 Feb 09, 2026
CHAPIN DAVIS, INC. History Added to 5,893 475 0.11% 0.12% 659 +56 0.96% Q4 2025 Jan 30, 2026
5T Wealth, LLC History Added to 5,890 474 0.19% 0.18% 660 +799 15.69% Q4 2025 Jan 27, 2026
Dynamic Financial Group History No change 5,886 474 0.4% 0.41% 661 0 0.0% Q4 2025 Jan 26, 2026
Olde Wealth Management, LLC History Reduced 5,802 467 0.14% 0.14% 662 -4 -0.07% Q4 2025 Feb 12, 2026
Traynor Capital Management, Inc. History Reduced 5,739 462 0.02% 0.03% 663 -192 -3.24% Q4 2025 Jan 12, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 5,729 461 0.05% 0.06% 664 -1 -0.02% Q4 2025 Jan 26, 2026
Rockport Wealth LLC History New 5,622 453 0.09% 665 +5,622 New Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 5,613 452 0.01% 0.01% 666 +213 3.94% Q4 2025 Feb 03, 2026
Brookstone Capital Management History Added to 5,612 452 0.01% 0.01% 667 +188 3.47% Q4 2025 Jan 15, 2026
Everhart Financial Group, Inc. History Added to 5,585 450 0.04% 0.04% 668 +1,143 25.73% Q4 2025 Jan 07, 2026
AEGON USA Investment Management, LLC History No change 5,575 449 0.32% 0.31% 669 0 0.0% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Reduced 5,559 448 0.01% 0.01% 670 -183 -3.19% Q4 2025 Feb 02, 2026
Encompass More Asset Management History New 5,552 447 0.08% 673 +5,552 New Q4 2025 Feb 03, 2026
PFG Investments, LLC History Reduced 5,552 447 0.02% 0.03% 672 -453 -7.54% Q4 2025 Jan 26, 2026
SigFig Wealth Management, LLC History Reduced 5,553 447 0.01% 0.01% 671 -31 -0.56% Q4 2025 Jan 16, 2026
Empower Advisory Group, LLC History Added to 5,525 445 0.0% 0.0% 676 +1,715 45.01% Q4 2025 Feb 12, 2026
O'ROURKE & COMPANY, Inc History Added to 5,525 445 0.17% 0.18% 675 +322 6.19% Q4 2025 Jan 28, 2026
Rossmore Private Capital History Added to 5,524 445 0.04% 0.05% 674 +205 3.85% Q4 2025 Feb 05, 2026
Rathbones Group PLC History Reduced 5,501 443 0.0% 0.0% 677 -21 -0.38% Q4 2025 Feb 06, 2026
WMG Financial Advisors, LLC History No change 5,496 443 0.18% 0.15% 678 0 0.0% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History Added to 5,407 435 0.02% 0.02% 679 +2,508 86.51% Q4 2025 Feb 17, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 5,377 433 0.03% 0.02% 680 +1,502 38.76% Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 5,346 431 0.01% 0.01% 681 -84 -1.55% Q4 2025 Jan 12, 2026
Axis Wealth Partners, LLC History Reduced 5,335 430 0.24% 0.42% 682 -3,605 -40.32% Q4 2025 Jan 30, 2026
Jefferies Financial Group Inc. History New 5,292 426 0.0% 683 +5,292 New Q4 2025 Feb 09, 2026
Joseph Group Capital Management History Reduced 5,252 423 0.11% 0.13% 684 -347 -6.2% Q4 2025 Jan 30, 2026
Guardian Partners Inc. History Added to 5,252 422 0.03% 0.03% 685 +438 9.1% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 5,193 418 0.01% 0.01% 687 +732 16.41% Q4 2025 Jan 30, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 5,184 418 0.02% 0.02% 686 -650 -11.14% Q4 2025 Feb 17, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History No change 5,184 417 0.01% 0.01% 688 0 0.0% Q4 2025 Feb 17, 2026
Graetz Wealth LLC History New 5,119 412 0.38% 689 +5,119 New Q4 2025 Feb 12, 2026
10Elms LLP History Reduced 5,085 410 0.38% 0.37% 690 -30 -0.59% Q4 2025 Feb 13, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 5,052 407 0.16% 0.21% 691 -308 -5.75% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 5,039 406 0.01% 0.02% 692 -2,658 -34.53% Q4 2025 Feb 02, 2026
Haverford Trust Co History No change 5,023 405 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 5,009 403 0.05% 0.08% 695 -2,090 -29.44% Q4 2025 Feb 12, 2026
E&G Advisors, LP History Reduced 5,000 403 0.09% 0.1% 694 -50 -0.99% Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Added to 4,995 402 0.02% 0.02% 696 +56 1.13% Q4 2025 Jan 20, 2026
Mayflower Financial Advisors, LLC History Reduced 4,959 399 0.05% 0.06% 697 -538 -9.79% Q4 2025 Jan 13, 2026
Omega Financial Group, LLC History Added to 4,939 398 0.13% 0.13% 698 +185 3.89% Q4 2025 Jan 28, 2026
Crestwood Advisors Group, LLC History No change 4,927 397 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 03, 2026
MARINER INVESTMENT GROUP LLC History Added to 1,498,500 394 0.02% 0.04% 700 +992,100 195.91% Q4 2025 Feb 25, 2026
Silverleafe Capital Partners, LLC History New 4,898 394 0.12% 701 +4,898 New Q4 2025 Jan 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 4,801 387 0.0% 0.0% 702 -4,862 -50.32% Q4 2025 Feb 09, 2026
EFG International AG History New 4,804 387 0.01% 704 +4,804 New Q4 2025 Feb 17, 2026
Stewardship Advisors, LLC History Added to 4,801 387 0.09% 0.09% 703 +173 3.74% Q4 2025 Jan 15, 2026
BANTA ASSET MANAGEMENT LP History New 4,765 384 0.35% 705 +4,765 New Q4 2025 Feb 09, 2026
Fi3 FINANCIAL ADVISORS, LLC History New 4,739 382 0.12% 706 +4,739 New Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 4,738 381 0.0% 0.0% 707 +331 7.51% Q4 2025 Jan 12, 2026
RPg Family Wealth Advisory, LLC History Reduced 4,714 380 0.08% 0.09% 708 -341 -6.75% Q4 2025 Feb 13, 2026
Vivaldi Capital Management LP History No change 4,711 379 0.05% 0.05% 709 0 0.0% Q4 2025 Feb 13, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 4,700 378 0.16% 0.12% 711 +1,300 38.24% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 4,693 378 0.03% 0.03% 710 -103 -2.15% Q4 2025 Jan 15, 2026
MBL Wealth, LLC History Added to 4,665 376 0.03% 0.03% 712 +485 11.6% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History Reduced 4,639 374 0.01% 0.01% 713 -214 -4.41% Q4 2025 Jan 13, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 4,626 372 0.05% 0.07% 714 -682 -12.85% Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 4,609 371 0.0% 0.0% 715 -8 -0.17% Q4 2025 Jan 21, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 4,528 365 0.03% 0.09% 717 -12,799 -73.87% Q4 2025 Jan 14, 2026
TWO SIGMA INVESTMENTS, LP History New 4,538 365 0.0% 716 +4,538 New Q4 2025 Feb 17, 2026
Mann Financial Group, Inc. History Added to 4,464 359 0.35% 0.27% 718 +1,119 33.45% Q4 2025 Feb 09, 2026
Wagner Wealth Management, Corp History New 4,433 357 0.35% 719 +4,433 New Q4 2025 Feb 12, 2026
Annex Advisory Services, LLC History Reduced 4,408 355 0.01% 0.01% 720 -141 -3.1% Q4 2025 Jan 26, 2026
Dorsey Wright & Associates History Reduced 4,393 354 0.08% 0.09% 721 -427 -8.86% Q4 2025 Feb 20, 2026
New England Private Wealth Advisors LLC History No change 4,389 353 0.04% 0.05% 722 0 0.0% Q4 2025 Feb 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History Reduced 4,319 348 0.58% 0.71% 723 -2,193 -33.68% Q4 2025 Feb 09, 2026
Alaska Permanent Fund Corp History No change 4,264 345 0.02% 0.02% 724 0 0.0% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 4,269 344 0.01% 0.01% 725 -398 -8.53% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 4,263 343 0.11% 726 +4,263 New Q4 2025 Mar 27, 2026
Berkeley Capital Partners, LLC History Added to 4,238 341 0.08% 0.08% 727 +86 2.07% Q4 2025 Feb 05, 2026
REGIONS FINANCIAL CORP History New 4,191 337 0.0% 728 +4,191 New Q4 2025 Jan 27, 2026
New World Advisors LLC History Reduced 4,182 337 0.06% 0.07% 729 -630 -13.09% Q4 2025 Feb 06, 2026
Red Wave Investments LLC History No change 4,155 335 0.1% 0.1% 730 0 0.0% Q4 2025 Feb 06, 2026
American Financial Advisors, LLC History Reduced 4,108 331 0.04% 0.05% 731 -604 -12.82% Q4 2025 Feb 03, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,087 329 0.03% 0.08% 733 -4,331 -51.45% Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Reduced 4,091 329 0.13% 0.15% 732 -224 -5.19% Q4 2025 Feb 13, 2026
BARRETT & COMPANY, INC. History Added to 4,070 328 0.11% 0.11% 734 +36 0.89% Q4 2025 Jan 28, 2026
SVB WEALTH LLC History Reduced 4,061 327 0.02% 0.02% 735 -733 -15.29% Q4 2025 Feb 04, 2026
Savvy Advisors, Inc. History New 4,029 324 0.01% 736 +4,029 New Q4 2025 Jan 20, 2026
Kestra Investment Management, LLC History Added to 3,954 318 0.01% 0.01% 737 +477 13.72% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History No change 3,919 315 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 27, 2026
Spire Wealth Management History Added to 3,907 314 0.01% 0.01% 739 +47 1.22% Q4 2025 Jan 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,889 313 0.0% 0.0% 740 +232 6.34% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History No change 3,873 312 0.03% 0.03% 741 0 0.0% Q4 2025 Feb 13, 2026
RAM Investment Partners, LLC History Added to 3,865 311 0.06% 0.05% 742 +251 6.95% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,851 310 0.02% 0.04% 744 -4,806 -55.52% Q4 2025 Jan 20, 2026
Fortitude Advisory Group L.L.C. History Added to 3,848 310 0.13% 0.16% 743 +150 4.06% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,843 309 0.01% 0.01% 745 -106 -2.68% Q4 2025 Jan 07, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,825 308 0.03% 0.03% 746 0 0.0% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 3,813 307 0.01% 0.01% 747 +2,313 154.2% Q4 2025 Feb 13, 2026
Van Diest Capital, LLC History New 3,792 305 0.46% 748 +3,792 New Q4 2025 Feb 19, 2026
17 CAPITAL PARTNERS, LLC History Added to 3,781 304 0.16% 0.14% 749 +577 18.01% Q4 2025 Feb 13, 2026
ARWA LLC History New 3,770 303 0.18% 751 +3,770 New Q4 2025 Feb 27, 2026
Caldwell Trust Co History Reduced 3,764 303 0.03% 0.03% 750 -80 -2.08% Q4 2025 Jan 30, 2026
Madden Advisory Services, Inc. History Added to 3,752 302 0.12% 0.11% 752 +113 3.11% Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History Reduced 3,718 299 0.11% 0.13% 753 -990 -21.03% Q4 2025 Feb 03, 2026
Horst & Graben Wealth Management LLC History Reduced 3,703 298 0.04% 0.05% 754 -441 -10.64% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 3,678 296 0.01% 0.01% 755 -373 -9.21% Q4 2025 Feb 09, 2026
Yeomans Consulting Group, Inc. History Added to 3,669 295 0.09% 0.1% 756 +39 1.07% Q4 2025 Jan 07, 2026
SEVEN MILE ADVISORY History Reduced 3,636 293 0.05% 0.05% 757 -17 -0.47% Q4 2025 Feb 13, 2026
GK Wealth Management LLC History Reduced 3,626 292 0.19% 0.23% 758 -173 -4.55% Q4 2025 Jan 05, 2026
West Wealth Group, LLC History Added to 3,613 291 0.06% 0.07% 759 +11 0.31% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 3,606 290 0.01% 0.01% 760 +55 1.55% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Added to 3,577 288 0.01% 0.01% 761 +56 1.59% Q4 2025 Jan 23, 2026
Quest 10 Wealth Builders, Inc. History Reduced 3,560 287 0.26% 0.28% 762 -218 -5.77% Q4 2025 Jan 29, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 3,572 287 0.13% 0.13% 763 +27 0.76% Q4 2025 Jan 26, 2026
Coston, McIsaac & Partners History Reduced 3,561 286 0.07% 0.08% 765 -743 -17.26% Q4 2025 Feb 03, 2026
Avory & Company, LLC History Reduced 3,547 286 0.18% 0.2% 764 -498 -12.31% Q4 2025 Feb 24, 2026
CCG WEALTH MANAGEMENT, LLC History New 3,539 285 0.12% 767 +3,539 New Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Reduced 3,536 285 0.0% 0.0% 766 -591 -14.32% Q4 2025 Feb 03, 2026
BEACON FINANCIAL GROUP History New 3,525 284 0.03% 768 +3,525 New Q4 2025 Apr 01, 2026
Braeburn Wealth Management LLC History New 3,500 282 0.14% 770 +3,500 New Q4 2025 Feb 18, 2026
CARDIFF PARK ADVISORS, LLC History Added to 3,509 282 0.02% 0.02% 769 +67 1.95% Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History Reduced 3,467 279 0.11% 0.15% 771 -670 -16.2% Q4 2025 Jan 20, 2026
Silver Grove Financial Group, Inc. History No change 3,441 279 0.24% 0.26% 772 0 0.0% Q4 2025 Feb 17, 2026
AMG National Trust Bank History No change 3,437 277 0.01% 0.01% 773 0 0.0% Q4 2025 Jan 30, 2026
Atlas Private Wealth Advisors History Reduced 3,420 275 0.06% 0.07% 774 -117 -3.31% Q4 2025 Feb 05, 2026
Independent Wealth Network Inc. History Added to 3,414 275 0.08% 0.09% 775 +106 3.2% Q4 2025 Jan 26, 2026
Cladis Investment Advisory, LLC History No change 3,400 274 0.15% 0.16% 776 0 0.0% Q4 2025 Feb 13, 2026
Peoples Bank/KS History Reduced 3,390 273 0.27% 0.3% 777 -375 -9.96% Q4 2025 Jan 08, 2026
Risk Paradigm Group, LLC History New 3,374 272 0.26% 778 +3,374 New Q4 2025 Feb 17, 2026
Perfromance Wealth Partners, LLC History Reduced 3,375 272 0.01% 0.01% 779 -50 -1.46% Q4 2025 Jan 21, 2026
Triton Wealth Management, PLLC History New 3,308 266 0.1% 780 +3,308 New Q4 2025 Feb 05, 2026
INVESTED ADVISORS History Reduced 3,294 265 0.27% 0.42% 782 -341 -9.38% Q4 2025 Jan 26, 2026
Forefront Analytics, LLC History Added to 3,290 265 0.23% 0.25% 781 +61 1.89% Q4 2025 Feb 17, 2026
Chesapeake Wealth Management History Reduced 3,254 262 0.08% 0.09% 783 -431 -11.7% Q4 2025 Feb 03, 2026
Cyndeo Wealth Partners, LLC History Reduced 3,244 261 0.01% 0.02% 786 -192 -5.59% Q4 2025 Jan 07, 2026
Mission Creek Capital Partners, Inc. History Added to 3,238 261 0.05% 0.05% 784 +5 0.15% Q4 2025 Feb 12, 2026
Sage Mountain Advisors LLC History No change 3,247 261 0.01% 0.02% 785 0 0.0% Q4 2025 Jan 23, 2026
West Branch Capital LLC History Reduced 3,225 260 0.07% 0.09% 787 -937 -22.51% Q4 2025 Jan 16, 2026
CLUNE & ASSOCIATES, LTD. History Added to 3,220 259 0.06% 0.06% 788 +53 1.67% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,212 258 0.01% 0.01% 789 +575 21.81% Q4 2025 Feb 10, 2026
RDA Financial Network History Added to 3,199 257 0.06% 0.06% 790 +200 6.67% Q4 2025 Jan 06, 2026
Portside Wealth Group, LLC History Reduced 3,184 256 0.03% 0.05% 792 -920 -22.42% Q4 2025 Jan 21, 2026
Financial Strategies Group, Inc. History No change 3,176 256 0.05% 0.05% 791 0 0.0% Q4 2025 Feb 05, 2026
Sovereign Financial Group, Inc. History Reduced 3,171 255 0.04% 0.05% 793 -77 -2.37% Q4 2025 Jan 07, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 3,152 254 0.1% 794 +3,152 New Q4 2025 Feb 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 3,131 252 0.11% 0.11% 795 +118 3.92% Q4 2025 Jan 29, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,137 252 0.03% 0.04% 796 0 0.0% Q4 2025 Jan 15, 2026
Navigation Wealth Management, Inc. History Added to 3,124 251 0.37% 0.35% 797 +182 6.19% Q4 2025 Jan 29, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,100 249 0.01% 798 +3,100 New Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Reduced 3,070 247 0.02% 0.02% 799 -536 -14.86% Q4 2025 Jan 29, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,048 246 0.01% 0.01% 800 +1,349 79.4% Q4 2025 Feb 13, 2026