ISHARES GOLD TRUST - IAU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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.
Showing first 800 of 1,964 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 30,270,516 2,457,057 0.18% 0.15% 1 -528,988 -1.72% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 24,895,743 2,020,787 0.12% 0.11% 2 +59,272 0.24% Q4 2025 Feb 13, 2026
FMR LLC History Added to 22,414,658 1,819,397 0.09% 0.08% 3 +424,770 1.93% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 19,303,975 1,566,903 0.46% 0.43% 4 -1,216,730 -5.93% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 13,742,286 1,115,461 0.3% 0.29% 5 +203,528 1.5% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 13,136,955 1,066,326 0.19% 0.18% 6 +260,541 2.02% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 11,889,631 965,081 0.06% 0.06% 7 -1,275,600 -9.69% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 8,957,847 727,108 0.12% 0.1% 8 -190,208 -2.08% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 7,267,819 590,234 0.13% 0.11% 9 +660,463 10.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 7,201,313 584,530 0.26% 0.17% 10 +1,893,594 35.68% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 7,189,794 583,595 0.01% 0.01% 11 +1,496,131 26.28% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 6,608,915 536,445 0.32% 0.38% 12 -2,395,679 -26.61% Q4 2025 Jan 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 6,595,990 535,396 0.34% 0.27% 13 +1,019,135 18.27% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 6,351,725 515,569 0.16% 0.16% 14 -463,616 -6.8% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 5,904,081 479,234 0.64% 0.57% 15 +89,891 1.55% Q4 2025 Feb 02, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,649,490 458,554 0.14% 0.13% 16 +210 0.0% Q4 2025 Feb 18, 2026
Empower Advisory Group, LLC History Reduced 5,520,278 448,080 1.21% 1.18% 17 -350,792 -5.97% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 4,539,672 368,485 0.05% 0.04% 18 +228,193 5.29% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 4,389,507 356,296 0.05% 0.03% 19 +2,089,218 90.82% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,900,561 316,608 0.05% — 20 +3,900,561 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,708,150 300,990 1.08% 0.94% 21 +47,951 1.31% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,538,226 287,197 0.38% 0.33% 22 +21,175 0.6% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 3,390,805 275,231 0.3% 0.29% 23 -118,974 -3.39% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 3,282,216 266,429 0.39% 0.37% 24 +153,179 4.9% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,214,500 260,920 0.03% 0.01% 25 +1,481,500 85.49% Q4 2025 Feb 17, 2026
HRTG GPE, LLC History No change 3,163,660 256,794 32.71% 24.54% 26 0 0.0% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 2,735,976 222,079 0.38% 0.33% 27 +84,544 3.19% Q4 2025 Feb 12, 2026
Twin Tree Management, LP History Reduced 2,685,500 217,982 1.9% 2.74% 28 -6,373,900 -70.36% Q4 2025 Feb 11, 2026
Erste Asset Management GmbH History Added to 2,585,650 209,877 1.76% 1.33% 29 +680,000 35.68% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 2,534,729 205,743 2.34% 0.66% 30 +2,008,288 381.48% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 2,432,288 197,428 0.18% 0.16% 31 +19,538 0.81% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,410,855 195,689 0.37% 0.36% 32 +11,014 0.46% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,319,669 188,279 0.21% 0.19% 33 +57,491 2.54% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 2,204,361 178,928 0.03% 0.03% 34 +245,598 12.54% Q4 2025 Feb 10, 2026
Proficio Capital Partners LLC History Reduced 2,127,021 172,650 12.12% 11.33% 35 -139,617 -6.16% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 2,106,672 170,998 0.42% 0.39% 36 +98,324 4.9% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,082,256 169,013 0.25% 0.19% 37 +40,422 1.98% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 1,999,238 162,278 0.29% 0.24% 38 +320,712 19.11% Q4 2025 Mar 16, 2026
CWM, LLC History Added to 1,954,113 158,615 0.43% 0.42% 39 +57,372 3.02% Q4 2025 Jan 26, 2026
Silver Point Capital L.P. History Added to 1,945,000 157,875 7.11% 5.04% 40 +610,000 45.69% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,843,148 149,608 0.02% 0.01% 41 +249,517 15.66% Q4 2025 Mar 25, 2026
Packer & Co Ltd History Reduced 1,830,100 148,549 39.55% 43.24% 42 -320,000 -14.88% Q4 2025 Jan 20, 2026
Arnhold LLC History No change 1,757,254 142,636 10.82% 10.7% 43 0 0.0% Q4 2025 Feb 09, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 1,754,253 142,392 2.08% 1.92% 44 -63,839 -3.51% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 1,751,253 142,149 6.35% 6.29% 45 -128,046 -6.81% Q4 2025 Feb 02, 2026
Cresset Asset Management, LLC History Added to 1,725,125 140,028 0.59% 0.54% 46 +32,137 1.9% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,721,476 139,732 0.49% 0.46% 47 +14,324 0.84% Q4 2025 Feb 06, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,611,822 130,831 0.35% 0.34% 48 -78,767 -4.66% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Added to 1,588,244 128,917 2.76% 2.6% 49 +63,182 4.14% Q4 2025 Feb 13, 2026
MOON CAPITAL MANAGEMENT LP History No change 1,559,604 126,593 78.76% 83.5% 50 0 0.0% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,552,909 126,050 1.07% 0.9% 51 -38,073 -2.39% Q4 2025 Jan 05, 2026
GM Advisory Group, LLC History Reduced 1,527,276 123,968 4.86% 4.81% 52 -27,595 -1.77% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,469,348 119,266 0.02% 0.02% 53 -93,088 -5.96% Q4 2025 Feb 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 1,453,465 117,977 9.04% 5.48% 54 +701,697 93.34% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 1,449,635 117,666 0.14% 0.13% 55 +20,540 1.44% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 1,375,256 111,629 0.17% 0.16% 56 -13,120 -0.94% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 1,368,398 111,073 0.25% 0.24% 57 -2,405 -0.18% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 1,358,533 110,272 1.08% 1.02% 58 -3,885 -0.29% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 1,291,900 104,863 0.18% 0.14% 59 +191,097 17.36% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 1,288,300 104,571 0.06% 0.04% 60 +192,300 17.55% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,261,497 102,395 0.06% 0.05% 61 +48,826 4.03% Q4 2025 Feb 06, 2026
ALLIANZ SE History Added to 1,233,566 100,128 1.29% 1.83% 62 +46,934 3.96% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History Reduced 1,187,564 96,394 0.95% 1.17% 63 -14,885 -1.24% Q4 2025 Feb 10, 2026
EMORY UNIVERSITY History Added to 1,184,469 96,143 61.22% 50.09% 64 +103,520 9.58% Q4 2025 Feb 11, 2026
FORBES J M & CO LLP History Added to 1,183,161 96,037 7.78% 7.12% 65 +5,743 0.49% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 1,177,701 95,593 0.35% 0.39% 66 +8,162 0.7% Q4 2025 Feb 18, 2026
FRANKLIN RESOURCES INC History Reduced 1,174,520 95,335 0.02% 0.02% 67 -61,503 -4.98% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 1,162,978 94,398 0.07% 0.06% 68 -42,700 -3.54% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 1,161,727 94,297 0.01% 0.01% 69 +699,644 151.41% Q4 2025 Feb 12, 2026
Permanens Capital L.P. History Added to 1,122,462 91,110 11.88% 9.66% 70 +232,207 26.08% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 1,106,435 89,809 10.35% 9.69% 71 +58,122 5.54% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Reduced 1,100,749 89,347 0.62% 0.63% 72 -87,439 -7.36% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,083,477 87,925 0.1% 0.06% 73 +588,133 118.73% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,044,313 84,766 0.17% 0.11% 74 +319,159 44.01% Q4 2025 Jan 23, 2026
Tanglewood Wealth Management, Inc. History Reduced 1,042,001 84,579 7.75% 7.81% 75 -112,958 -9.78% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Added to 1,041,430 84,532 0.03% 0.02% 76 +34,693 3.45% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 1,017,210 82,566 1.62% 1.64% 77 -61,475 -5.7% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,013,242 82,245 0.22% 0.2% 78 +12,463 1.25% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 949,929 77,105 0.42% 0.28% 79 +135,804 16.68% Q4 2025 Jan 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 926,451 75,200 3.07% 2.83% 80 +3,003 0.33% Q4 2025 Jan 16, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 834,406 67,728 20.0% 14.15% 81 +196,475 30.8% Q4 2025 Feb 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 829,366 67,319 0.19% 0.17% 82 +97,852 13.38% Q4 2025 Jan 26, 2026
Circle Wealth Management, LLC History No change 819,093 66,485 1.02% 1.16% 83 0 0.0% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 818,322 66,423 0.87% 0.86% 84 +2,536 0.31% Q4 2025 Feb 10, 2026
ANDERSON HOAGLAND & CO History Added to 817,382 66,346 5.71% 5.3% 85 +5,783 0.71% Q4 2025 Jan 05, 2026
IEQ CAPITAL, LLC History Added to 812,610 65,959 0.2% 0.15% 86 +122,227 17.7% Q4 2025 Feb 13, 2026
Oxbow Advisors, LLC History Reduced 802,424 65,132 5.73% 6.17% 87 -109,755 -12.03% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 796,388 64,642 0.24% 0.09% 88 +515,975 184.01% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 790,808 64,189 0.05% 0.04% 89 -150 -0.02% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 754,767 63,868 2.57% 2.62% 90 -77,489 -9.31% Q4 2025 Jan 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 779,157 63,277 0.1% 0.09% 91 +60,788 8.46% Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 776,549 63,032 1.09% 1.31% 92 -74,332 -8.74% Q4 2025 Feb 19, 2026
VCU Investment Management Co History New 761,798 61,835 72.64% — 93 +761,798 New Q4 2025 Feb 19, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 750,805 60,942 0.94% 1.16% 94 -122,435 -14.02% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 747,707 60,691 0.35% 0.27% 95 +160,282 27.29% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 738,586 59,951 0.41% 0.37% 96 +48,753 7.07% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 732,603 59,465 0.33% 0.29% 97 +26,429 3.74% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 723,987 58,766 2.16% 2.1% 98 -5,343 -0.73% Q4 2025 Feb 06, 2026
CRCM LP History Added to 719,722 58,419 19.74% 8.27% 99 +327,042 83.28% Q4 2025 Feb 13, 2026
GenWealth Group, Inc. History Reduced 688,253 58,239 9.93% 9.76% 100 -32,442 -4.5% Q4 2025 Jan 12, 2026
IMC-Chicago, LLC History Added to 708,500 57,508 0.02% 0.01% 101 +283,900 66.86% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 707,627 57,438 0.14% 0.12% 102 +40,071 6.0% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 679,234 55,134 0.07% 0.08% 103 -32,803 -4.61% Q4 2025 Mar 09, 2026
Narwhal Capital Management History Added to 672,623 54,596 3.97% 3.62% 104 +582 0.09% Q4 2025 Jan 30, 2026
Biltmore Family Office, LLC History Reduced 663,221 53,833 7.43% 7.39% 105 -50,358 -7.06% Q4 2025 Feb 04, 2026
LM Advisors LLC History Reduced 4,339 53,452 0.96% 0.57% 106 -50,113 -92.03% Q4 2025 Feb 13, 2026
Parker Investment Management, LLC History Reduced 651,350 52,870 7.49% 6.06% 107 -46,037 -6.6% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 649,154 52,691 0.42% 0.39% 108 +70,793 12.24% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Added to 646,402 52,467 0.03% 0.02% 109 +218,339 51.01% Q4 2025 Mar 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 636,116 51,620 0.05% 0.05% 110 +5,477 0.87% Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Added to 633,852 51,449 0.58% 0.5% 111 +29,147 4.82% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Added to 625,719 50,789 0.74% 0.66% 112 +6,224 1.0% Q4 2025 Feb 17, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 601,235 48,802 6.68% 6.07% 113 +14,156 2.41% Q4 2025 Jan 23, 2026
Intellus Advisors LLC History Reduced 586,596 47,613 6.32% 6.7% 114 -86,368 -12.83% Q4 2025 Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 579,405 47,030 0.85% 0.88% 115 -35,960 -5.84% Q4 2025 Jan 07, 2026
IFP Advisors, Inc History Added to 572,339 46,456 1.04% 1.07% 116 +5,393 0.95% Q4 2025 Feb 06, 2026
Meridian Wealth Advisors, LLC History Reduced 570,745 46,327 6.41% 6.0% 117 -10,126 -1.74% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 562,014 45,618 0.19% 0.18% 118 +30,585 5.76% Q4 2025 Feb 13, 2026
CARL STUART INVESTMENT ADVISOR, INC History Reduced 560,670 45,509 41.07% 39.92% 119 -23,219 -3.98% Q4 2025 Feb 13, 2026
Strategic Point Investment Advisors, LLC History Added to 533,218 43,281 5.98% 5.51% 120 +5,819 1.1% Q4 2025 Jan 15, 2026
CADINHA & CO LLC History Reduced 526,701 42,752 6.6% 5.23% 121 -2,005 -0.38% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Reduced 521,089 42,296 0.48% 0.43% 122 -231 -0.04% Q4 2025 Jan 16, 2026
COMERICA BANK History Added to 518,042 42,049 0.17% 0.09% 123 +187,176 56.57% Q4 2025 Jan 29, 2026
Cercano Management LLC History Added to 497,522 40,383 1.53% 0.17% 124 +437,653 731.02% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 493,217 40,034 0.01% — 125 +493,217 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 486,700 39,505 0.12% 0.11% 126 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 459,391 39,114 0.05% 0.05% 127 +10,659 2.38% Q4 2025 Jan 08, 2026
MACKAY SHIELDS LLC History Reduced 475,000 38,555 1.35% 1.3% 128 -50,000 -9.52% Q4 2025 Jan 29, 2026
Zhang Financial LLC History Reduced 473,420 38,427 1.43% 1.41% 129 -2,175 -0.46% Q4 2025 Feb 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 469,414 38,102 5.62% 5.03% 130 +18,971 4.21% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History No change 461,220 37,640 0.04% 0.03% 131 0 0.0% Q4 2025 Jan 29, 2026
SkyView Investment Advisors, LLC History Reduced 461,453 37,428 4.72% 4.42% 132 -19,659 -4.09% Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Reduced 447,028 36,285 0.52% 0.54% 133 -42,627 -8.71% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Reduced 445,220 36,138 7.32% 6.88% 134 -4,639 -1.03% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Added to 439,095 35,632 0.22% 0.19% 135 +34,618 8.56% Q4 2025 Jan 27, 2026
VCI Wealth Management LLC History Reduced 434,609 35,277 9.81% 9.81% 136 -9,742 -2.19% Q4 2025 Jan 27, 2026
Argos Wealth Advisors, LLC History New 432,418 35,099 9.43% — 137 +432,418 New Q4 2025 Feb 04, 2026
Kaydan Wealth Management, Inc. History Reduced 431,597 35,032 10.14% 9.27% 138 -14,466 -3.24% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 428,477 34,965 0.06% 0.05% 139 +85,977 25.1% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 428,007 34,741 0.21% 0.23% 140 -8,669 -1.99% Q4 2025 Feb 17, 2026
West Family Investments, Inc. History Reduced 422,171 34,436 8.08% 1128.2% 141 -33,615 -7.38% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 423,089 34,342 0.04% 0.04% 142 -6,333 -1.47% Q4 2025 Jan 30, 2026
Capital Group Private Client Services, Inc. History Added to 417,576 33,894 0.54% 0.48% 143 +21,336 5.38% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Reduced 416,028 33,768 1.81% 1.81% 144 -32,490 -7.24% Q4 2025 Feb 10, 2026
Quent Capital, LLC History Reduced 415,374 33,715 2.43% 2.64% 145 -17,151 -3.97% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 410,368 33,309 0.02% 0.01% 146 +101,779 32.98% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 410,366 33,309 0.6% 0.57% 147 +26,302 6.85% Q4 2025 Jan 16, 2026
BLAIR WILLIAM & CO/IL History Added to 407,453 33,072 0.09% 0.07% 148 +42,102 11.52% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 400,129 32,478 0.01% 0.03% 149 -665,519 -62.45% Q4 2025 Feb 12, 2026
Sowa Financial Group, Inc. History Reduced 396,517 32,185 16.76% 16.6% 150 -10,093 -2.48% Q4 2025 Feb 03, 2026
VPR Management LLC History Reduced 395,430 32,097 14.3% 13.98% 151 -27,500 -6.5% Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 393,766 31,961 0.09% 0.04% 152 +207,420 111.31% Q4 2025 Feb 05, 2026
JB Capital LLC History Reduced 392,517 31,860 1.3% 1.32% 153 -27,664 -6.58% Q4 2025 Jan 20, 2026
Independent Family Office, LLC History Reduced 386,883 31,403 13.11% 12.07% 154 -5,231 -1.33% Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 383,785 31,151 3.02% 2.68% 155 +2,769 0.73% Q4 2025 Jan 22, 2026
Vision Capital Management, Inc. History Reduced 382,198 31,023 3.74% 3.44% 156 -1,213 -0.32% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 381,987 31,005 0.35% 0.34% 157 -17,954 -4.49% Q4 2025 Jan 20, 2026
AllGen Financial Advisors, Inc. History Added to 378,708 30,739 7.29% 6.54% 158 +12,624 3.45% Q4 2025 Jan 22, 2026
Advocacy Wealth Management, LLC History Reduced 378,538 30,725 1.29% 1.21% 159 -5,598 -1.46% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 376,393 30,551 1.14% 1.01% 160 +26,460 7.56% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 363,510 29,506 0.22% 0.14% 161 +107,790 42.15% Q4 2025 Feb 12, 2026
Mader & Shannon Wealth Management, Inc. History No change 405,365 29,498 14.46% 14.46% 162 0 0.0% Q4 2025 Jan 29, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 361,750 29,363 4.18% 3.83% 163 -3,815 -1.04% Q4 2025 Jan 14, 2026
Checchi Capital Advisers, LLC History Reduced 358,431 29,093 1.49% 1.57% 164 -56,339 -13.58% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Added to 354,523 28,776 0.34% 0.22% 165 +19,754 5.9% Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Added to 349,239 28,347 5.3% 4.88% 166 +1,726 0.5% Q4 2025 Jan 06, 2026
MGO ONE SEVEN LLC History Added to 347,935 28,241 0.58% 0.48% 167 +61,597 21.51% Q4 2025 Feb 03, 2026
Dakota Wealth Management History Reduced 342,522 27,802 0.49% 0.5% 168 -610 -0.18% Q4 2025 Jan 13, 2026
FIRST FOUNDATION ADVISORS History Added to 341,898 27,751 1.05% 0.89% 169 +10,503 3.17% Q4 2025 Feb 04, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 339,346 27,544 3.01% 2.7% 170 -275 -0.08% Q4 2025 Jan 29, 2026
FIRST AMERICAN TRUST, FSB History Added to 338,339 27,462 1.89% 1.78% 171 +891 0.26% Q4 2025 Feb 11, 2026
Parcion Private Wealth LLC History Reduced 334,201 27,127 1.65% 1.53% 172 -2,640 -0.78% Q4 2025 Jan 26, 2026
Yeomans Consulting Group, Inc. History Reduced 331,438 26,902 7.88% 9.16% 173 -32,724 -8.99% Q4 2025 Jan 07, 2026
Ascent Group, LLC History Reduced 324,901 26,372 0.9% 0.87% 174 -14,017 -4.14% Q4 2025 Jan 20, 2026
M&T BANK CORP History Added to 320,976 26,052 0.08% 0.08% 175 +8,879 2.84% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 320,709 26,031 0.84% 0.65% 176 +125,132 63.98% Q4 2025 Jan 20, 2026
Arkos Global Advisors History Added to 315,204 25,585 3.27% 2.92% 177 +493 0.16% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 312,009 25,325 0.31% 0.28% 178 +2,798 0.9% Q4 2025 Jan 21, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 309,046 25,085 1.64% 1.54% 179 -1,599 -0.51% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 307,724 24,977 0.18% 0.18% 180 +14,030 4.78% Q4 2025 Feb 18, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 305,124 24,766 1.03% 0.88% 181 +17,953 6.25% Q4 2025 Feb 09, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 303,847 24,663 0.3% 0.25% 182 -14,326 -4.5% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Reduced 303,238 24,613 0.6% 0.58% 183 -25,321 -7.71% Q4 2025 Feb 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 301,370 24,462 2.27% 2.07% 184 +5,890 1.99% Q4 2025 Jan 12, 2026
SAGE RHINO CAPITAL LLC History Reduced 300,690 24,407 4.61% 4.56% 185 -24,027 -7.4% Q4 2025 Jan 30, 2026
Cardinal Point Capital Management ULC History Reduced 298,440 24,224 1.58% 1.63% 186 -1,616 -0.54% Q4 2025 Feb 05, 2026
BCWM, LLC History Reduced 298,176 24,202 7.25% 6.52% 187 -1,231 -0.41% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Reduced 297,585 24,154 1.2% 1.17% 188 -2,038 -0.68% Q4 2025 Feb 11, 2026
Modus Advisors, LLC History Reduced 297,162 24,120 6.36% 6.0% 189 -5,990 -1.98% Q4 2025 Feb 11, 2026
AMG National Trust Bank History Reduced 296,752 24,087 0.57% 0.55% 190 -14,822 -4.76% Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Added to 296,283 24,049 0.59% 0.54% 191 +9,807 3.42% Q4 2025 Jan 29, 2026
CIBC WORLD MARKET INC. History Reduced 295,565 23,991 0.04% 0.04% 192 -2,958 -0.99% Q4 2025 Feb 10, 2026
BOKF, NA History Reduced 295,211 23,962 0.37% 0.34% 193 -17,445 -5.58% Q4 2025 Feb 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 293,802 23,847 1.52% 1.4% 194 -1,399 -0.47% Q4 2025 Jan 07, 2026
Modern Wealth Management, LLC History Added to 290,563 23,584 0.43% 0.31% 195 +76,260 35.59% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 289,772 23,520 0.27% 0.26% 196 -10,341 -3.45% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History Reduced 288,631 23,428 0.41% 0.39% 197 -96,684 -25.09% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 286,578 23,261 0.29% 0.28% 198 -17,513 -5.76% Q4 2025 Feb 05, 2026
Wallington Asset Management, LLC History Reduced 284,283 23,075 2.93% 2.69% 199 -831 -0.29% Q4 2025 Jan 14, 2026
NKCFO LLC History No change 279,400 22,679 6.56% 6.12% 200 0 0.0% Q4 2025 Feb 02, 2026
Coastal Bridge Advisors, LLC History Reduced 278,128 22,575 1.68% 1.54% 201 -1,487 -0.53% Q4 2025 Feb 18, 2026
SOFI WEALTH, LLC History Added to 277,571 22,530 1.12% 1.04% 202 +12,465 4.7% Q4 2025 Jan 30, 2026
Cypress Capital Group History Added to 274,500 22,281 2.5% 2.35% 203 +3,994 1.48% Q4 2025 Feb 11, 2026
Hamilton Wealth, LLC History Added to 274,064 22,245 4.23% 4.11% 204 +3,359 1.24% Q4 2025 Feb 19, 2026
NorthCrest Asset Manangement, LLC History Reduced 264,264 22,121 0.49% 0.52% 205 -27,385 -9.39% Q4 2025 Jan 08, 2026
Verger Capital Management LLC History Added to 270,798 21,980 6.51% 6.09% 206 +13,105 5.09% Q4 2025 Feb 02, 2026
Summit Financial, LLC History Reduced 270,136 21,926 0.32% 0.31% 207 -4,771 -1.74% Q4 2025 Feb 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 268,182 21,768 2.35% 2.43% 208 -50,440 -15.83% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 266,327 21,617 0.17% 0.08% 209 +123,491 86.46% Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History Reduced 265,655 21,563 1.16% 1.09% 210 -3,414 -1.27% Q4 2025 Jan 07, 2026
Sunbelt Securities, Inc. History Reduced 262,168 21,280 1.42% 2.12% 211 -159,877 -37.88% Q4 2025 Feb 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 260,335 21,131 1.25% — 212 +260,335 New Q4 2025 Feb 17, 2026
Sterling Financial Planning, Inc. History Reduced 257,929 20,936 6.31% 6.27% 213 -15,430 -5.64% Q4 2025 Jan 27, 2026
Private Advisor Group, LLC History Reduced 258,274 20,852 0.1% 0.11% 214 -54,340 -17.38% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 255,500 20,738 0.08% — 215 +255,500 New Q4 2025 Feb 05, 2026
Resonant Capital Advisors, LLC History Reduced 252,938 20,530 1.13% 1.07% 216 -269 -0.11% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 252,905 20,528 0.04% 91.37% 217 -17,549 -6.49% Q4 2025 Feb 17, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 252,408 20,487 3.7% 3.47% 218 -862 -0.34% Q4 2025 Jan 14, 2026
CPA Asset Management Group, LLC History Added to 249,090 20,218 7.09% 6.89% 219 +3,555 1.45% Q4 2025 Jan 13, 2026
Faithward Advisors, LLC History Reduced 248,386 20,161 2.96% 2.84% 220 -14,502 -5.52% Q4 2025 Feb 17, 2026
Pictet North America Advisors SA History Reduced 248,159 20,143 1.91% 1.88% 221 -27,341 -9.92% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Reduced 247,652 20,101 0.27% 0.28% 222 -9,764 -3.79% Q4 2025 Feb 13, 2026
Employees Retirement System of Texas History New 244,500 19,846 0.16% — 223 +244,500 New Q4 2025 Feb 09, 2026
Fielder Capital Group LLC History Reduced 238,258 19,339 4.12% 4.0% 224 -3,118 -1.29% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 237,730 19,296 0.27% 0.22% 225 +30,492 14.71% Q4 2025 Feb 17, 2026
TruWealth Advisors, LLC History Added to 236,415 19,189 0.94% 0.5% 226 +99,606 72.81% Q4 2025 Jan 07, 2026
JSF Financial, LLC History Reduced 229,901 18,661 3.87% 3.82% 227 -6,945 -2.93% Q4 2025 Feb 04, 2026
Atria Investments, Inc History Added to 228,581 18,553 0.21% 0.19% 228 +3,685 1.64% Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History Added to 228,306 18,531 2.4% 2.14% 229 +7,665 3.47% Q4 2025 Feb 13, 2026
Timber Creek Capital Management LLC History Reduced 227,077 18,431 4.28% 4.13% 230 -8,071 -3.43% Q4 2025 Jan 23, 2026
Sigma Planning Corp History Added to 221,105 17,947 0.5% 0.45% 231 +5,212 2.41% Q4 2025 Jan 30, 2026
Bulltick Wealth Management, LLC History Added to 220,691 17,913 3.81% 3.19% 232 +34,832 18.74% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 214,783 17,433 1.18% 1.1% 233 -4,004 -1.83% Q4 2025 Feb 10, 2026
ROGCO, LP History Added to 212,044 17,211 5.7% 5.29% 234 +4,921 2.38% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 209,594 17,012 0.21% 0.2% 235 -868 -0.41% Q4 2025 Jan 29, 2026
Forza Wealth Management, LLC History Reduced 208,763 16,945 6.13% 6.33% 236 -18,198 -8.02% Q4 2025 Feb 02, 2026
Fore Capital, LLC History No change 208,000 16,883 5.52% 4.34% 237 0 0.0% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Reduced 206,836 16,788 0.11% 0.1% 238 -548 -0.26% Q4 2025 Jan 28, 2026
EVOKE WEALTH, LLC History No change 206,701 16,777 0.31% 0.3% 239 0 0.0% Q4 2025 Feb 06, 2026
White Lighthouse Investment Management Inc. History Reduced 206,671 16,775 2.34% 2.39% 240 -8,975 -4.16% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 206,480 16,746 0.09% 0.09% 241 +16,429 8.64% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 204,583 16,605 0.61% 0.58% 242 -2,445 -1.18% Q4 2025 Jan 21, 2026
Hamilton Point Investment Advisors, LLC History Added to 203,598 16,526 2.51% 2.27% 243 +3,588 1.79% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 203,392 16,509 0.1% 0.09% 244 -9,922 -4.65% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History No change 203,287 16,500 0.34% 0.3% 245 0 0.0% Q4 2025 Feb 13, 2026
DT Investment Partners, LLC History Reduced 202,811 16,462 1.36% 1.26% 246 -1,859 -0.91% Q4 2025 Feb 10, 2026
Van Hulzen Asset Management, LLC History Reduced 202,434 16,431 1.21% 1.11% 247 -2,312 -1.13% Q4 2025 Feb 06, 2026
Wealth Quarterback LLC History Added to 201,247 16,335 5.88% 5.65% 248 +555 0.28% Q4 2025 Jan 15, 2026
BROWN ADVISORY INC History Added to 200,903 16,307 0.02% 0.02% 249 +1,394 0.7% Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History Reduced 199,719 16,211 4.63% 4.71% 250 -3,944 -1.94% Q4 2025 Jan 12, 2026
Three Bridge Wealth Advisors, LLC History Reduced 197,895 16,063 4.24% 3.73% 251 -779 -0.39% Q4 2025 Feb 10, 2026
Arlington Capital Management, Inc. History Added to 197,853 16,059 9.87% 9.18% 252 +393 0.2% Q4 2025 Jan 06, 2026
CSS LLC/IL History Added to 197,260 16,011 0.71% 0.6% 253 +12,020 6.49% Q4 2025 Feb 17, 2026
Legend Financial Advisors, Inc. History Reduced 194,556 15,792 9.56% 9.73% 254 -23,486 -10.77% Q4 2025 Jan 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 188,643 15,312 0.92% 0.65% 255 +33,790 21.82% Q4 2025 Jan 20, 2026
GAMCO INVESTORS, INC. ET AL History Added to 187,171 15,192 0.15% 0.12% 256 +14,505 8.4% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 186,755 15,158 0.25% 0.21% 257 +47,534 34.14% Q4 2025 Mar 12, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 186,460 15,134 2.89% 2.64% 258 -542 -0.29% Q4 2025 Feb 13, 2026
Shepherd Financial Partners LLC History Reduced 186,414 15,131 1.4% 1.32% 259 -4,412 -2.31% Q4 2025 Feb 10, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 186,346 15,125 8.13% 7.38% 260 +4,062 2.23% Q4 2025 Jan 28, 2026
Upper Left Wealth Management, LLC History Reduced 185,956 15,094 9.2% 9.26% 261 -16,712 -8.25% Q4 2025 Jan 22, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 185,699 15,073 15.76% 14.07% 262 -1,037 -0.56% Q4 2025 Feb 17, 2026
NTV ASSET MANAGEMENT LLC History Reduced 182,026 14,775 1.56% 1.51% 263 -8,834 -4.63% Q4 2025 Jan 20, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 181,106 14,700 3.46% 3.28% 264 -4,999 -2.69% Q4 2025 Jan 08, 2026
OpenArc Corporate Advisory, LLC History New 180,124 14,620 0.24% — 265 +180,124 New Q4 2025 Feb 13, 2026
Purkiss Capital Advisors LLC History Added to 177,693 14,423 6.76% 5.77% 266 +12,085 7.3% Q4 2025 Feb 04, 2026
Apollon Wealth Management, LLC History Added to 177,144 14,378 0.25% 0.22% 267 +6,011 3.51% Q4 2025 Jan 22, 2026
Sharkey, Howes & Javer History Reduced 177,045 14,370 1.83% 1.66% 268 -490 -0.28% Q4 2025 Jan 13, 2026
Icon Wealth Advisors, LLC History Reduced 176,175 14,300 0.95% 0.91% 269 -8,063 -4.38% Q4 2025 Feb 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 176,107 14,294 0.74% 0.67% 270 -6,234 -3.42% Q4 2025 Jan 27, 2026
Regency Capital Management Inc.\DE History Added to 175,642 14,256 5.93% 5.98% 271 +2,838 1.64% Q4 2025 Feb 11, 2026
EFG International AG History New 175,207 14,221 0.28% — 272 +175,207 New Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Reduced 161,898 14,038 1.25% 1.23% 273 -795 -0.49% Q4 2025 Jan 26, 2026
COHEN & STEERS, INC. History Reduced 172,493 14,001 0.03% 0.04% 274 -164,810 -48.86% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 171,929 13,956 0.42% 0.37% 275 -1,462 -0.84% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 171,575 13,926 0.15% 0.14% 276 +44,942 35.49% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 171,173 13,895 0.4% 0.45% 277 -262,353 -60.52% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 170,899 13,871 0.08% 0.07% 278 -1,151 -0.67% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 170,835 13,866 0.11% 0.25% 279 -251,989 -59.6% Q4 2025 Feb 03, 2026
Trek Financial, LLC History Reduced 170,628 13,849 0.8% 0.74% 280 -818 -0.48% Q4 2025 Feb 04, 2026
Beacon Harbor Wealth Advisors, Inc. History Reduced 169,274 13,739 3.05% 3.02% 281 -8,334 -4.69% Q4 2025 Jan 23, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 168,524 13,679 4.56% 4.1% 282 +8,209 5.12% Q4 2025 Jan 26, 2026
Stonebridge Financial Group, LLC History Reduced 168,360 13,665 1.17% 1.09% 283 -1,376 -0.81% Q4 2025 Jan 21, 2026
Braeburn Wealth Management LLC History New 167,762 13,617 6.95% — 284 +167,762 New Q4 2025 Feb 18, 2026
Broussard Financial Group LLC History New 167,467 13,593 11.02% — 285 +167,467 New Q4 2025 Feb 02, 2026
TSFG, LLC History Added to 166,259 13,495 2.02% 1.73% 286 +16,453 10.98% Q4 2025 Feb 04, 2026
KM Capital Management Ltd. History Added to 70,432 13,482 6.89% 2.05% 287 +9,507 15.6% Q4 2025 Feb 17, 2026
Well Done, LLC History Added to 165,718 13,451 2.01% 1.96% 288 +7,727 4.89% Q4 2025 Jan 13, 2026
Morton Capital Management LLC/CA History Reduced 162,297 13,173 2.02% 2.01% 289 -6,069 -3.6% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Added to 162,082 13,156 0.28% 0.24% 290 +22,038 15.74% Q4 2025 Feb 02, 2026
Harbour Wealth Management Group, Inc. History New 161,869 13,138 10.27% — 291 +161,869 New Q4 2025 Feb 19, 2026
Prospera Financial Services Inc History Reduced 161,536 13,111 0.22% 0.25% 292 -38,921 -19.42% Q4 2025 Feb 09, 2026
SAPIENT CAPITAL LLC History Added to 159,686 13,047 0.18% 0.18% 293 +69 0.04% Q4 2025 Feb 05, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 159,116 12,915 10.24% 9.3% 294 -955 -0.6% Q4 2025 Jan 16, 2026
MA Private Wealth History Reduced 156,752 12,723 2.12% 1.93% 295 -1,006 -0.64% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Added to 226,498 12,602 0.14% 0.17% 296 +2,561 1.14% Q4 2025 Feb 03, 2026
Signet Investment Advisory Group, Inc. History Reduced 154,869 12,570 5.84% 6.25% 297 -23,865 -13.35% Q4 2025 Feb 12, 2026
BSW Wealth Partners History Reduced 154,247 12,520 1.5% 1.4% 298 -85 -0.06% Q4 2025 Jan 23, 2026
Triad Wealth Partners, LLC History Added to 152,180 12,352 1.17% 1.23% 299 +21,350 16.32% Q4 2025 Jan 22, 2026
DSG Capital Advisors, LLC History Reduced 141,357 12,257 1.87% 1.7% 300 -5,076 -3.47% Q4 2025 Jan 27, 2026
Marino Management, LLC History New 149,479 12,213 2.43% — 301 +149,479 New Q4 2025 Feb 13, 2026
MinichMacGregor Wealth Management, LLC History Reduced 148,873 12,084 2.19% 2.16% 302 -2,997 -1.97% Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History Reduced 147,484 11,971 1.17% 1.13% 303 -3,191 -2.12% Q4 2025 Feb 13, 2026
Wills Financial Group LLC History Added to 147,134 11,942 4.56% 4.0% 304 +13,093 9.77% Q4 2025 Feb 11, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 146,836 11,918 0.61% 0.57% 305 -6,248 -4.08% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 146,475 11,889 0.15% 0.14% 306 +237 0.16% Q4 2025 Feb 04, 2026
Spire Wealth Management History Added to 146,095 11,858 0.4% 0.28% 307 +35,028 31.54% Q4 2025 Jan 14, 2026
Security Financial Services, INC. History Reduced 146,000 11,850 1.86% 1.84% 308 -10,798 -6.89% Q4 2025 Jan 27, 2026
Grove Bank & Trust History Added to 145,203 11,786 1.33% 1.21% 309 +3,135 2.21% Q4 2025 Jan 08, 2026
Tennessee Valley Asset Management Partners History Added to 145,028 11,771 1.53% 1.42% 310 +1,477 1.03% Q4 2025 Feb 05, 2026
Old Port Advisors History Reduced 144,907 11,762 2.89% 2.82% 311 -9,530 -6.17% Q4 2025 Jan 08, 2026
CAPE ANN SAVINGS BANK History Reduced 143,416 11,641 5.97% 5.76% 312 -4,832 -3.26% Q4 2025 Jan 28, 2026
Bigelow Investment Advisors, LLC History Added to 143,370 11,637 4.55% 4.18% 313 +896 0.63% Q4 2025 Jan 28, 2026
Stablepoint Partners, LLC History Reduced 143,183 11,622 1.81% 1.71% 314 -4,703 -3.18% Q4 2025 Jan 13, 2026
Ballentine Partners, LLC History Reduced 142,884 11,597 0.16% 0.16% 315 -15,658 -9.88% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History Reduced 142,714 11,584 1.01% 0.97% 316 -4,067 -2.77% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 141,905 11,518 0.04% — 317 +141,905 New Q4 2025 Feb 13, 2026
LifePlan Financial, LLC History Reduced 141,610 11,494 8.81% 8.79% 318 -10,919 -7.16% Q4 2025 Jan 20, 2026
Impact Investors, Inc History Reduced 139,968 11,361 7.88% 7.19% 319 -10,022 -6.68% Q4 2025 Jan 21, 2026
MFA WEALTH ADVISORS, LLC History Added to 139,884 11,354 2.4% 2.17% 320 +3,350 2.45% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History Added to 137,928 11,195 0.2% 0.15% 321 +48,797 54.75% Q4 2025 Feb 06, 2026
Mesirow Financial Investment Management, Inc. History Reduced 137,269 11,142 0.23% 0.24% 322 -49,470 -26.49% Q4 2025 Feb 05, 2026
Parkside Investments, LLC History Added to 136,998 11,120 1.4% 1.03% 323 +23,921 21.15% Q4 2025 Feb 09, 2026
Resona Asset Management Co.,Ltd. History No change 135,608 11,007 0.05% 0.05% 324 0 0.0% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Reduced 134,802 10,941 0.64% 0.43% 325 -2,129 -1.55% Q4 2025 Jan 30, 2026
Kelly Financial Services LLC History Reduced 132,637 10,766 2.7% 2.56% 326 -3,048 -2.25% Q4 2025 Jan 13, 2026
SteelPeak Wealth, LLC History Added to 131,656 10,686 0.35% 0.3% 327 +7,499 6.04% Q4 2025 Jan 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 130,858 10,621 0.15% 0.12% 328 +19,777 17.8% Q4 2025 Feb 09, 2026
Roehl & Yi Investment Advisors, LLC History New 133,450 10,511 4.17% — 329 +133,450 New Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 128,357 10,418 0.31% 0.3% 330 +2,948 2.35% Q4 2025 Feb 19, 2026
Stone House Investment Management, LLC History Reduced 128,126 10,399 1.61% 1.62% 331 -3,761 -2.85% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 122,605 10,374 0.22% 0.16% 332 +19,140 18.5% Q4 2025 Jan 26, 2026
SEEDS INVESTOR LLC History Added to 127,484 10,347 1.98% 1.84% 333 +7,517 6.27% Q4 2025 Jan 27, 2026
Ariston Services Group History Reduced 126,940 10,303 6.04% 5.59% 334 -517 -0.41% Q4 2025 Jan 23, 2026
Omnia Family Wealth, LLC History Reduced 126,824 10,294 3.04% 3.03% 335 -1,272 -0.99% Q4 2025 Jan 16, 2026
Walleye Trading LLC History Added to 126,354 10,256 0.01% 0.01% 336 +25,054 24.73% Q4 2025 Feb 13, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 125,967 10,224 3.71% 3.76% 337 -10,027 -7.37% Q4 2025 Jan 13, 2026
NorthRock Partners, LLC History Added to 124,996 10,146 0.17% 0.13% 338 +29,001 30.21% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Reduced 124,778 10,128 1.92% 1.85% 339 -5,717 -4.38% Q4 2025 Feb 12, 2026
Silverleafe Capital Partners, LLC History Added to 123,971 10,062 2.98% 2.65% 340 +4,722 3.96% Q4 2025 Jan 12, 2026
Highland Financial Advisors, LLC History Reduced 123,785 10,047 2.79% 2.59% 341 -215 -0.17% Q4 2025 Jan 23, 2026
Harvest Fund Management Co., Ltd History Added to 123,632 10,033 0.38% 0.37% 342 +3,335 2.77% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 123,571 10,030 0.31% 0.3% 343 -4,264 -3.34% Q4 2025 Feb 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 123,047 9,987 2.41% 2.25% 344 -1,936 -1.55% Q4 2025 Jan 20, 2026
MBA Advisors LLC History Added to 122,956 9,980 4.02% 3.74% 345 +2,578 2.14% Q4 2025 Jan 21, 2026
High Falls Advisors, Inc History Reduced 122,904 9,976 2.02% 1.87% 346 -2,073 -1.66% Q4 2025 Feb 18, 2026
AssuredPartners Investment Advisors, LLC History Added to 122,621 9,953 1.48% 1.97% 347 +1,012 0.83% Q4 2025 Feb 03, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 121,576 9,868 0.5% 0.46% 348 -704 -0.58% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Reduced 121,555 9,866 0.23% 0.21% 349 -101 -0.08% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History Reduced 120,212 9,757 1.33% 1.25% 350 -1,027 -0.85% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Reduced 118,971 9,656 1.96% 1.88% 351 -217 -0.18% Q4 2025 Jan 23, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 118,348 9,606 3.49% 3.32% 352 -1,189 -0.99% Q4 2025 Jan 27, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 9,546 4.05% 3.65% 353 -122,322 -100.0% Q3 2025 Nov 14, 2025
Avestar Capital, LLC History Added to 117,352 9,525 0.62% 0.5% 354 +13,072 12.54% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Reduced 117,141 9,508 0.24% 0.24% 355 -9,039 -7.16% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Reduced 116,582 9,461 0.49% 0.5% 356 -8,780 -7.0% Q4 2025 Mar 04, 2026
Clear Creek Financial Management, LLC History Added to 116,192 9,431 0.77% 0.71% 357 +3,924 3.5% Q4 2025 Jan 23, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 115,915 9,408 0.02% 0.02% 358 -8,495 -6.83% Q4 2025 Feb 10, 2026
Southeast Asset Advisors, LLC History Added to 115,620 9,384 0.89% 0.92% 359 +30 0.03% Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History Reduced 115,444 9,370 2.34% 2.17% 360 -569 -0.49% Q4 2025 Jan 02, 2026
Exit Wealth Advisors, LLC. History Added to 114,750 9,314 5.51% 5.26% 361 +6,408 5.91% Q4 2025 Feb 10, 2026
Cauble & Harre Wealth Management, Inc. History New 114,137 9,264 7.77% — 362 +114,137 New Q4 2025 Feb 05, 2026
Plum Street Advisors, LLC History Reduced 113,927 9,247 3.29% 3.35% 363 -5,366 -4.5% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 112,747 9,151 0.1% 0.1% 364 -3,487 -3.0% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History Reduced 105,966 9,141 0.29% 0.28% 365 -3,921 -3.57% Q4 2025 Jan 23, 2026
LifeWealth Investments, LLC History Reduced 112,495 9,131 2.89% 2.82% 366 -5,140 -4.37% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 112,053 9,095 0.0% 0.0% 367 +13,538 13.74% Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Reduced 111,247 9,073 2.64% 2.72% 368 -3,845 -3.34% Q4 2025 Jan 06, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 111,189 9,025 1.21% 1.55% 369 -7,139 -6.03% Q4 2025 Jan 23, 2026
Midwest Capital Advisors, LLC History Added to 110,805 8,994 4.31% 3.65% 370 +6,874 6.61% Q4 2025 Jan 29, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 110,059 8,933 2.37% 2.43% 371 -2,407 -2.14% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Added to 109,604 8,896 0.17% 0.16% 372 +17,518 19.02% Q4 2025 Feb 13, 2026
Buttonwood Financial Group, LLC History Reduced 104,759 8,893 4.73% 4.52% 373 -34,798 -24.93% Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 107,106 8,693 0.13% 0.1% 374 +24,340 29.41% Q4 2025 Feb 12, 2026
Towneley Capital Management, Inc / DE History Reduced 106,657 8,657 1.83% 1.72% 375 -2,331 -2.14% Q4 2025 Jan 30, 2026
Pekin Hardy Strauss, Inc. History Added to 106,566 8,649 0.8% 0.7% 376 +10,810 11.29% Q4 2025 Jan 30, 2026
Callan Family Office, LLC History Reduced 106,384 8,635 0.19% 0.28% 377 -14,215 -11.79% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 105,966 8,601 1.39% 0.79% 378 +45,095 74.08% Q4 2025 Feb 17, 2026
Ackerman Capital Advisors, LLC History Added to 105,787 8,586 1.72% 1.57% 379 +2,653 2.57% Q4 2025 Feb 11, 2026
Maltin Wealth Management, Inc. History Reduced 105,560 8,568 3.41% 3.93% 380 -24,499 -18.84% Q4 2025 Jan 15, 2026
Accretive Wealth Partners, LLC History Reduced 105,038 8,525 2.53% 2.35% 381 -667 -0.63% Q4 2025 Jan 28, 2026
GFS Advisors, LLC History Reduced 104,642 8,493 1.01% 1.2% 382 -24,917 -19.23% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 98,209 8,482 1.72% 1.35% 383 +20,722 26.74% Q4 2025 Feb 03, 2026
Summit Place Financial Advisors, LLC History Reduced 104,003 8,441 4.09% 3.75% 384 -5,262 -4.82% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History Reduced 103,421 8,394 1.65% 1.67% 385 -10,844 -9.49% Q4 2025 Jan 28, 2026
Topor & Co. Korea History New 102,875 8,350 6.29% — 386 +102,875 New Q4 2025 Feb 26, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 102,796 8,343 0.22% 0.2% 387 -1,299 -1.25% Q4 2025 Jan 23, 2026
American Investment Services, Inc. History Reduced 102,250 8,299 1.93% 2.24% 388 -25,959 -20.25% Q4 2025 Feb 13, 2026
ONE Advisory Partners, LLC History Reduced 102,160 8,292 2.5% 2.52% 389 -4,062 -3.82% Q4 2025 Jan 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 101,887 8,270 1.17% 1.16% 390 +1,376 1.37% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 101,855 8,267 0.2% 0.15% 391 +25,147 32.78% Q4 2025 Feb 04, 2026
True North Advisors, LLC History Reduced 101,817 8,264 1.07% 1.2% 392 -2,059 -1.98% Q4 2025 Jan 22, 2026
Keystone Financial Group History Added to 101,644 8,250 0.61% 0.47% 393 +16,472 19.34% Q4 2025 Feb 06, 2026
Rochester Wealth Strategies, LLC History Reduced 101,536 8,241 5.17% 5.27% 394 -9,127 -8.25% Q4 2025 Jan 15, 2026
BEACON FINANCIAL GROUP History New 101,297 8,222 0.82% — 395 +101,297 New Q4 2025 Apr 01, 2026
Wellspring Financial Advisors, LLC History Reduced 101,062 8,203 0.65% 0.69% 396 -1,672 -1.63% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 100,778 8,179 0.16% 0.13% 397 +11,978 13.49% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 100,187 8,132 0.43% 0.41% 398 +642 0.64% Q4 2025 Jan 20, 2026
DCF Advisers, LLC History No change 100,000 8,117 2.18% 2.34% 399 0 0.0% Q4 2025 Feb 11, 2026
Greenline Partners, LLC History Reduced 99,834 8,103 0.93% 1.14% 400 -29,311 -22.7% Q4 2025 Feb 17, 2026
Palisades Hudson Asset Management, L.P. History Reduced 99,138 8,047 3.12% 2.93% 401 -11,975 -10.78% Q4 2025 Jan 30, 2026
KITCHING PARTNERS, LLC History Reduced 98,923 8,029 7.33% 7.33% 402 -7,775 -7.29% Q4 2025 Feb 18, 2026
CAPITAL ADVISORS INC/OK History Added to 98,613 8,004 0.13% 0.11% 403 +8,417 9.33% Q4 2025 Jan 15, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 96,888 7,864 1.33% 1.18% 404 +103 0.11% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 95,138 7,773 0.1% 0.1% 405 -7,513 -7.32% Q4 2025 Jan 23, 2026
Crescent Grove Advisors, LLC History Added to 95,433 7,746 0.72% 0.65% 406 +993 1.05% Q4 2025 Feb 11, 2026
Lineweaver Wealth Advisors, LLC History Reduced 94,939 7,706 1.04% 1.01% 407 -195 -0.2% Q4 2025 Jan 14, 2026
Bull Oak Capital, LLC History Reduced 94,637 7,681 3.14% 2.96% 408 -1,252 -1.31% Q4 2025 Feb 02, 2026
STABLEFORD CAPITAL II LLC History Reduced 94,317 7,655 2.77% 2.56% 409 -3,059 -3.14% Q4 2025 Jan 13, 2026
Blueprint Investment Partners LLC History Added to 93,745 7,609 0.81% 0.94% 410 +1,773 1.93% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 93,303 7,573 0.35% 0.31% 411 +410 0.44% Q4 2025 Feb 17, 2026
Kure Advisory, LLC History Added to 93,253 7,569 4.23% 4.15% 412 +826 0.89% Q4 2025 Jan 08, 2026
Leslie Global Wealth, LLC History Reduced 92,904 7,541 3.39% 3.26% 413 -2,530 -2.65% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History Added to 102,884 7,532 0.02% 0.02% 414 +634 0.62% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 92,695 7,524 0.06% 0.01% 415 +77,356 504.31% Q4 2025 Feb 17, 2026
Systelligence, LLC History Added to 92,387 7,499 1.43% 0.89% 416 +28,019 43.53% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History Reduced 92,131 7,479 0.01% 0.01% 417 -321 -0.35% Q4 2025 Feb 05, 2026
Insight Wealth Partners, LLC History Added to 91,789 7,450 1.02% 1.98% 418 +2,546 2.85% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 90,678 7,360 0.76% 0.7% 419 +1,090 1.22% Q4 2025 Jan 29, 2026
CAMDEN NATIONAL BANK History Reduced 90,276 7,327 1.01% 0.94% 420 -2,495 -2.69% Q4 2025 Feb 10, 2026
JMAC ENTERPRISES LLC History Added to 90,196 7,321 1.4% 1.25% 421 +3,477 4.01% Q4 2025 Jan 21, 2026
FLOW TRADERS U.S. LLC History New 90,129 7,316 0.24% — 422 +90,129 New Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 89,771 7,286 2.93% 2.65% 423 -4,397 -4.67% Q4 2025 Feb 11, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 89,715 7,282 1.01% 1.19% 424 -27,716 -23.6% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Added to 88,982 7,222 1.87% 1.67% 425 +803 0.91% Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Added to 88,916 7,217 0.18% 0.15% 426 +4,915 5.85% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 88,490 7,182 0.1% 0.09% 427 +570 0.65% Q4 2025 Jan 30, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 88,044 7,146 1.7% 1.43% 428 +2,716 3.18% Q4 2025 Feb 13, 2026
Blueprint Financial Advisors LLC History Reduced 88,036 7,145 1.09% 1.39% 429 -252 -0.29% Q4 2025 Feb 13, 2026
TBH Global Asset Management, LLC History Added to 87,178 7,076 1.18% 0.43% 430 +56,659 185.65% Q4 2025 Jan 29, 2026
WELCH & FORBES LLC History No change 86,883 7,052 0.09% 0.08% 431 0 0.0% Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History Added to 86,383 7,011 1.29% 1.06% 432 +4,379 5.34% Q4 2025 Feb 05, 2026
Waterloo Capital, L.P. History Reduced 86,156 6,993 0.5% 0.47% 433 -1,252 -1.43% Q4 2025 Feb 10, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 85,672 6,953 1.19% 1.2% 434 -9,339 -9.83% Q4 2025 Jan 26, 2026
Vernal Point Advisors, LLC History No change 84,629 6,869 2.83% 2.66% 435 0 0.0% Q4 2025 Feb 13, 2026
Argent Trust Co History Added to 84,467 6,856 0.24% 0.21% 436 +2,596 3.17% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History New 82,920 6,730 0.0% — 437 +82,920 New Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 82,620 6,706 0.31% 0.05% 438 +75,270 1024.08% Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Reduced 82,363 6,685 1.6% 1.58% 439 -3,187 -3.73% Q4 2025 Jan 08, 2026
Tikvah Management LLC History No change 82,230 6,674 1.78% 1.77% 440 0 0.0% Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History Added to 81,392 6,606 1.55% 1.32% 441 +895 1.11% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 81,290 6,598 0.04% 0.03% 442 +4,409 5.73% Q4 2025 Feb 03, 2026
Briaud Financial Planning, Inc History Reduced 81,225 6,593 1.62% 2.07% 443 -5,813 -6.68% Q4 2025 Jan 28, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 81,124 6,584 1.71% 1.65% 444 +802 1.0% Q4 2025 Feb 06, 2026
Excelsior Advisor Network LLC History New 80,846 6,562 3.19% — 445 +80,846 New Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 80,433 6,528 0.78% 0.78% 446 -2,779 -3.34% Q4 2025 Jan 26, 2026
waypoint wealth counsel History Reduced 80,321 6,519 2.39% 2.32% 447 -563 -0.7% Q4 2025 Jan 28, 2026
Fearless Solutions, LLC dba Best Invest History Added to 80,152 6,505 3.94% 3.26% 448 +10,246 14.66% Q4 2025 Jan 20, 2026
SENTINEL TRUST CO LBA History Reduced 79,875 6,483 0.64% 0.9% 449 -41,612 -34.25% Q4 2025 Jan 29, 2026
Vontobel Holding Ltd. History Added to 79,694 6,468 0.02% 0.02% 450 +9 0.01% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 79,586 6,459 0.03% 0.02% 451 +4,429 5.89% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 79,144 6,424 0.05% — 452 +79,144 New Q4 2025 Feb 18, 2026
Deane Retirement Strategies, Inc. History Added to 78,897 6,404 2.65% 2.4% 453 +2,150 2.8% Q4 2025 Jan 28, 2026
MOTCO History Added to 78,774 6,394 0.58% 0.52% 454 +103 0.13% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History Reduced 78,710 6,388 0.07% 0.07% 455 -4,795 -5.74% Q4 2025 Feb 13, 2026
Sage Investment Advisers LLC History New 77,830 6,317 4.74% — 456 +77,830 New Q4 2025 Feb 10, 2026
Guardian Wealth Management, LLC History New 77,690 6,306 2.0% — 457 +77,690 New Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 77,191 6,265 0.04% 0.03% 458 +4,414 6.07% Q4 2025 Jan 26, 2026
China Universal Asset Management Co., Ltd. History Added to 77,000 6,250 0.48% 0.28% 459 +31,000 67.39% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 71,641 6,211 0.53% 0.48% 460 +334 0.47% Q4 2025 Jan 20, 2026
NavPoint Financial, Inc. History Added to 76,175 6,183 2.64% 2.65% 461 +6,750 9.72% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 75,967 6,166 0.03% 0.03% 462 -580 -0.76% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Reduced 75,945 6,164 0.72% 1.08% 463 -10,871 -12.52% Q4 2025 Feb 13, 2026
Bensler, LLC History Added to 75,726 6,146 0.62% 0.55% 464 +3,091 4.26% Q4 2025 Feb 04, 2026
TSA Wealth Managment LLC History Reduced 75,630 6,138 2.03% 1.93% 465 -2,309 -2.96% Q4 2025 Jan 22, 2026
West Wealth Group, LLC History Added to 75,614 6,137 1.27% 1.24% 466 +6,045 8.69% Q4 2025 Jan 26, 2026
Pacific Park Financial, Inc. History New 75,408 6,120 3.82% — 467 +75,408 New Q4 2025 Jan 30, 2026
Apollon Financial, LLC History Reduced 75,372 6,117 0.89% 0.94% 468 -2,597 -3.33% Q4 2025 Jan 22, 2026
Chicago Partners Investment Group LLC History Reduced 65,076 6,103 0.15% 0.13% 469 -700 -1.06% Q4 2025 Jan 28, 2026
Knollwood Investment Advisory, LLC History Added to 75,139 6,099 0.57% 0.44% 470 +8,112 12.1% Q4 2025 Feb 13, 2026
Sepio Capital, LP History No change 74,908 6,080 0.33% 0.32% 471 0 0.0% Q4 2025 Feb 12, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 74,648 6,059 2.34% 2.14% 472 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History Added to 74,440 6,042 1.46% 1.32% 473 +750 1.02% Q4 2025 Jan 07, 2026
Fifth Third Wealth Advisors LLC History Reduced 73,936 6,001 0.21% 0.2% 474 -1,167 -1.55% Q4 2025 Jan 15, 2026
Gradient Investments LLC History Added to 73,744 5,985 0.1% 0.09% 475 +213 0.29% Q4 2025 Jan 08, 2026
Discipline Wealth Solutions, LLC History Reduced 73,580 5,972 1.11% 1.41% 476 -53 -0.07% Q4 2025 Jan 26, 2026
EQ LLC History Added to 73,212 5,942 1.71% 1.75% 477 +2,544 3.6% Q4 2025 Feb 10, 2026
Marex Group plc History Reduced 73,194 5,941 0.04% 0.04% 478 -3,150 -4.13% Q4 2025 Feb 12, 2026
Argentarii, LLC History New 71,525 5,805 1.89% — 479 +71,525 New Q4 2025 Jan 13, 2026
Fortis Group Advisors, LLC History Added to 63,626 5,802 0.97% 0.74% 480 +6,694 11.76% Q4 2025 Feb 06, 2026
Aspect Partners, LLC History Added to 70,569 5,728 2.51% 2.31% 481 +738 1.06% Q4 2025 Jan 23, 2026
Howard Capital Management Inc. History Added to 70,361 5,711 0.07% 0.06% 482 +6,305 9.84% Q4 2025 Jan 23, 2026
BCGM Wealth Management, LLC History Reduced 70,338 5,709 1.46% 1.36% 483 -1,313 -1.83% Q4 2025 Jan 07, 2026
Gibson Capital, LLC History Reduced 70,271 5,703 1.05% 1.0% 484 -4,269 -5.73% Q4 2025 Feb 05, 2026
CPR Investments Inc. History Added to 69,963 5,678 3.81% 3.4% 485 +2,117 3.12% Q4 2025 Jan 14, 2026
Versant Capital Management, Inc History Reduced 69,735 5,660 0.71% 0.78% 486 -9,211 -11.67% Q4 2025 Jan 08, 2026
WCG Wealth Advisors LLC History Added to 69,375 5,631 0.16% 0.29% 487 +5,462 8.55% Q4 2025 Feb 10, 2026
LifePlan Investment Advisors, Inc. History Reduced 69,286 5,623 2.29% 2.15% 488 -1,170 -1.66% Q4 2025 Feb 09, 2026
Pacific Point Advisors, LLC History No change 68,862 5,589 2.99% 2.92% 489 0 0.0% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History Added to 68,719 5,577 0.04% 0.03% 490 +688 1.01% Q4 2025 Jan 27, 2026
Mengis Capital Management, Inc. History Reduced 68,270 5,541 0.98% 0.98% 491 -414 -0.6% Q4 2025 Mar 05, 2026
Financial Alternatives, Inc History Added to 67,929 5,513 3.2% 2.96% 492 +821 1.22% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Reduced 67,884 5,510 0.23% 0.23% 493 -26,536 -28.1% Q4 2025 Feb 17, 2026
Nadler Financial Group, Inc. History Added to 67,589 5,486 0.51% 0.42% 494 +6,793 11.17% Q4 2025 Jan 28, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 67,431 5,473 0.08% 0.07% 495 +576 0.86% Q4 2025 Feb 12, 2026
Park Edge Advisors, LLC History Reduced 67,339 5,465 1.24% 1.39% 496 -15,394 -18.61% Q4 2025 Jan 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 66,989 5,463 0.86% 0.86% 497 -2,786 -3.99% Q4 2025 Jan 08, 2026
WHITTIER TRUST CO History Added to 64,554 5,462 0.06% 0.05% 498 +268 0.42% Q4 2025 Jan 26, 2026
Beacon Bridge Wealth Partners, LLC History Added to 66,804 5,422 1.8% 1.13% 499 +22,967 52.39% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 66,628 5,408 0.32% 0.27% 500 +9,542 16.72% Q4 2025 Feb 17, 2026
Altman Advisors, Inc. History Reduced 80,627 5,405 2.04% 2.06% 502 -5,856 -6.77% Q4 2025 Feb 04, 2026
Per Stirling Capital Management, LLC. History Reduced 66,600 5,405 0.61% 0.58% 501 -243 -0.36% Q4 2025 Feb 17, 2026
ShoreHaven Wealth Partners, LLC History Reduced 66,488 5,396 1.94% 1.81% 503 -924 -1.37% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Added to 66,443 5,393 0.14% 0.12% 504 +4,135 6.64% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Reduced 66,128 5,367 0.98% 0.88% 505 -4,845 -6.83% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Added to 65,857 5,345 0.92% 0.72% 506 +11,244 20.59% Q4 2025 Feb 05, 2026
FDx Advisors, Inc. History Reduced 65,832 5,344 2.73% 1.63% 507 -6,280 -8.71% Q4 2025 Feb 10, 2026
SGL Investment Advisors, Inc. History Added to 59,032 5,344 2.14% 1.67% 508 +5,834 10.97% Q4 2025 Feb 06, 2026
Family Manage LLC History Added to 65,329 5,302 0.67% 0.58% 509 +7,509 12.99% Q4 2025 Feb 17, 2026
Keystone Financial Services History Added to 65,207 5,292 1.6% 1.02% 510 +20,023 44.31% Q4 2025 Feb 12, 2026
J2 Capital Management Inc History Reduced 64,807 5,260 3.84% 3.58% 511 -619 -0.95% Q4 2025 Jan 20, 2026
Amplius Wealth Advisors, LLC History Reduced 64,690 5,250 0.44% 0.43% 512 -3,541 -5.19% Q4 2025 Jan 12, 2026
CI INVESTMENTS INC. History Added to 64,617 5,244 0.02% 0.02% 513 +7,000 12.15% Q4 2025 Feb 12, 2026
Rakuten Investment Management, Inc. History No change 72,574 5,236 0.02% 0.02% 514 0 0.0% Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History Reduced 64,394 5,226 0.9% 1.0% 515 -10,632 -14.17% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 64,324 5,221 0.16% 0.16% 516 -2,798 -4.17% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Reduced 64,140 5,206 0.41% 0.4% 517 -2,797 -4.18% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 64,039 5,198 0.03% 0.03% 518 +5,119 8.69% Q4 2025 Jan 29, 2026
Modera Wealth Management, LLC History Added to 64,032 5,197 0.06% 0.05% 519 +1,941 3.13% Q4 2025 Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 63,509 5,155 4.01% — 520 +63,509 New Q4 2025 Mar 05, 2026
Westover Capital Advisors, LLC History Added to 63,124 5,123 0.93% 0.84% 521 +901 1.45% Q4 2025 Feb 09, 2026
Synergy Investment Management, LLC History Added to 62,675 5,087 1.8% 1.67% 522 +2,744 4.58% Q4 2025 Feb 06, 2026
Interchange Capital Partners, LLC History Reduced 62,670 5,086 0.94% 0.92% 523 -1,479 -2.31% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Added to 62,651 5,085 0.07% 0.03% 524 +39,964 176.15% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 62,573 5,079 0.38% 0.25% 525 +17,686 39.4% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 62,043 5,036 0.12% 0.11% 526 +2,158 3.6% Q4 2025 Jan 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 62,038 5,035 0.16% 0.1% 527 +21,868 54.44% Q4 2025 Feb 13, 2026
Connective Portfolio Management, LLC History No change 62,029 5,034 9.07% 7.95% 528 0 0.0% Q4 2025 Jan 12, 2026
Firestone Capital Management History Added to 61,962 5,029 1.07% 0.94% 529 +2,139 3.58% Q4 2025 Feb 09, 2026
May Hill Capital, LLC History Added to 61,912 5,025 0.66% 0.57% 532 +35,104 130.95% Q4 2025 Feb 05, 2026
Cypress Wealth Services, LLC History Added to 61,913 5,025 0.7% 0.67% 531 +5,731 10.2% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 61,908 5,025 0.09% 0.08% 530 +5,482 9.72% Q4 2025 Feb 11, 2026
Allie Family Office LLC History Reduced 61,861 5,020 2.34% 2.26% 533 -3,626 -5.54% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 61,500 4,991 0.64% 0.65% 534 -1,458 -2.32% Q4 2025 Feb 04, 2026
Centerline Wealth Advisors, LLC History Added to 61,032 4,953 1.79% 1.19% 535 +23,358 62.0% Q4 2025 Jan 08, 2026
BOK Financial Private Wealth, Inc. History No change 60,999 4,951 0.3% 0.28% 536 0 0.0% Q4 2025 Feb 06, 2026
Smith Thornton Advisors LLC History Added to 60,714 4,928 2.51% 2.29% 537 +614 1.02% Q4 2025 Jan 14, 2026
EQ WEALTH ADVISORS, LLC History Reduced 60,516 4,912 2.9% 2.92% 538 -641 -1.05% Q4 2025 Feb 02, 2026
Ridge Creek Global, Inc History New 60,206 4,886 4.1% — 539 +60,206 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 60,006 4,870 0.1% 0.1% 540 +1,715 2.94% Q4 2025 Feb 09, 2026
Robinson Value Management, Ltd. History Reduced 59,842 4,857 2.63% 2.56% 541 -786 -1.3% Q4 2025 Jan 12, 2026
Gunderson Capital Management Inc. History Reduced 59,824 4,855 2.19% 1.63% 542 -995 -1.64% Q4 2025 Jan 15, 2026
Legacy Financial Group LLC History Reduced 52,214 4,851 0.6% 0.53% 543 -3,575 -6.41% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 59,698 4,845 0.01% 0.01% 544 +5,741 10.64% Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 59,536 4,832 0.18% 0.17% 545 -96 -0.16% Q4 2025 Feb 03, 2026
Garde Capital, Inc. History Added to 58,935 4,783 0.28% 0.19% 546 +5,851 11.02% Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Reduced 58,830 4,775 1.28% 1.16% 547 -324 -0.55% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Reduced 58,347 4,738 0.22% 0.21% 548 -53 -0.09% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 58,216 4,725 0.05% 0.03% 549 +23,577 68.06% Q4 2025 Jan 13, 2026
Strathmore Capital Advisors, Inc. History Reduced 58,039 4,711 1.54% 1.75% 550 -607 -1.04% Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History Added to 57,998 4,707 0.23% 0.24% 551 +1,315 2.32% Q4 2025 Jan 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 54,001 4,663 0.22% 0.01% 552 +51,324 1917.22% Q4 2025 Feb 03, 2026
Invst, LLC History Reduced 57,436 4,662 0.51% 0.54% 553 -8,053 -12.3% Q4 2025 Feb 11, 2026
Plan Group Financial, LLC History Reduced 57,028 4,628 1.2% 1.16% 554 -2,185 -3.69% Q4 2025 Feb 03, 2026
Red Door Wealth Management, LLC History Added to 55,981 4,543 0.47% 0.41% 555 +3,442 6.55% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Reduced 55,665 4,518 0.17% 0.37% 556 -21,769 -28.11% Q4 2025 Feb 04, 2026
Horst & Graben Wealth Management LLC History Reduced 55,489 4,505 0.68% 0.63% 557 -1,292 -2.28% Q4 2025 Jan 27, 2026
Trademark Financial Management, LLC History Added to 55,490 4,504 2.48% 2.33% 558 +525 0.96% Q4 2025 Jan 28, 2026
EHRLICH FINANCIAL GROUP History Added to 55,460 4,501 2.56% 1.94% 559 +10,576 23.56% Q4 2025 Jan 06, 2026
Advisory Alpha, LLC History Reduced 55,181 4,479 0.12% 0.11% 560 -461 -0.83% Q4 2025 Feb 06, 2026
Bay Harbor Wealth Management, LLC History Reduced 55,088 4,471 1.17% 1.09% 561 -442 -0.8% Q4 2025 Feb 02, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 55,025 4,466 1.76% — 563 +55,025 New Q4 2025 Jan 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 55,025 4,466 0.32% 0.3% 562 +2,209 4.18% Q4 2025 Feb 09, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. History New 55,000 4,464 3.42% — 564 +55,000 New Q4 2025 Feb 12, 2026
Banque Cantonale Vaudoise History Added to 54,969 4,463 0.16% 0.07% 565 +28,000 103.82% Q4 2025 Feb 06, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 54,981 4,462 2.06% — 566 +54,981 New Q4 2025 Feb 17, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 54,824 4,450 1.31% 0.77% 567 +20,987 62.02% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 56,499 4,447 0.11% 0.08% 568 +1,672 3.05% Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Added to 54,670 4,437 2.78% 2.42% 569 +6,532 13.57% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 54,482 4,422 0.07% 0.06% 570 0 0.0% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 54,421 4,417 0.21% 0.1% 572 +35,311 184.78% Q4 2025 Feb 12, 2026
Rathbones Group PLC History Reduced 54,428 4,417 0.02% 0.02% 571 -4,842 -8.17% Q4 2025 Feb 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 54,206 4,399 0.23% 0.16% 573 +19,985 58.4% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Reduced 53,960 4,380 0.13% 0.14% 574 -4,796 -8.16% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Reduced 53,905 4,375 0.61% 0.62% 575 -4,273 -7.34% Q4 2025 Jan 06, 2026
AVALON CAPITAL MANAGEMENT History Added to 52,769 4,283 1.02% 0.88% 576 +3,433 6.96% Q4 2025 Feb 11, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 52,721 4,282 3.61% — 577 +52,721 New Q4 2025 Jan 20, 2026
M Holdings Securities, Inc. History Added to 52,439 4,256 0.3% 0.37% 578 +28,087 115.34% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 52,162 4,233 0.3% 0.25% 579 +3,332 6.82% Q4 2025 Feb 12, 2026
Cushing Capital Partners, LLC History Reduced 51,804 4,204 3.11% 3.14% 580 -3,228 -5.87% Q4 2025 Jan 14, 2026
Lynx Investment Advisory History Added to 51,617 4,189 2.29% 2.23% 581 +350 0.68% Q4 2025 Feb 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 51,548 4,184 0.5% 0.48% 582 -3,749 -6.78% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 51,552 4,184 0.53% 0.49% 583 +1,684 3.38% Q4 2025 Jan 23, 2026
Bank of Jackson Hole Trust History Reduced 51,474 4,178 1.98% 1.91% 584 -839 -1.6% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 51,440 4,175 0.05% 0.1% 585 -64,174 -55.51% Q4 2025 Feb 11, 2026
Heck Capital Advisors, LLC History Reduced 51,313 4,165 0.31% 0.62% 586 -58,025 -53.07% Q4 2025 Jan 16, 2026
Towerpoint Wealth, LLC History Reduced 51,087 4,146 1.64% 1.57% 587 -1,772 -3.35% Q4 2025 Jan 15, 2026
Belvedere Trading LLC History Added to 50,896 4,131 0.0% 0.0% 588 +5,940 13.21% Q4 2025 Feb 10, 2026
United Community Bank History Added to 50,686 4,114 1.56% 1.1% 589 +1,874 3.84% Q4 2025 Jan 30, 2026
EWA, LLC History Reduced 50,606 4,107 1.0% 1.04% 590 -1,086 -2.1% Q4 2025 Feb 03, 2026
Farrell Financial LLC History Added to 50,311 4,083 2.41% 2.26% 591 +858 1.73% Q4 2025 Jan 12, 2026
Global Wealth Management, LLC History Added to 50,083 4,065 2.19% 0.71% 592 +31,595 170.89% Q4 2025 Jan 26, 2026
Financial & Tax Architects, LLC History Reduced 49,993 4,057 0.91% 0.82% 593 -926 -1.82% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Reduced 49,828 4,044 0.18% 0.17% 594 -4,973 -9.07% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 49,747 4,037 0.19% 0.19% 595 -2,356 -4.52% Q4 2025 Feb 04, 2026
DAHRING {-} CUSMANO LLC History Reduced 49,638 4,029 2.8% 2.94% 596 -6,337 -11.32% Q4 2025 Feb 05, 2026
Cadent Capital Advisors, LLC History Reduced 49,049 3,981 1.02% 0.99% 597 -2,575 -4.99% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 48,397 3,928 0.08% — 598 +48,397 New Q4 2025 Feb 17, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 48,218 3,913 0.15% 0.11% 599 +8,028 19.98% Q4 2025 Feb 13, 2026
Northside Capital Management, LLC History No change 48,047 3,899 0.34% 0.32% 600 0 0.0% Q4 2025 Jan 07, 2026
TME FINANCIAL, INC. History Reduced 47,990 3,895 2.74% 2.87% 602 -4,731 -8.97% Q4 2025 Jan 27, 2026
Bellecapital International Ltd. History Reduced 47,997 3,895 0.69% 0.57% 601 -433 -0.89% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History Added to 47,674 3,869 0.08% 0.1% 603 +10,495 28.23% Q4 2025 Feb 11, 2026
COURIER CAPITAL LLC History Reduced 47,643 3,867 0.22% 0.22% 604 -4,627 -8.85% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History Reduced 47,469 3,853 0.11% 0.11% 605 -498 -1.04% Q4 2025 Jan 23, 2026
Cobblestone Asset Management LLC History Reduced 47,356 3,843 1.73% 1.7% 606 -3,682 -7.21% Q4 2025 Jan 15, 2026
Forthright Family Wealth Advisory LLC History Added to 47,007 3,815 2.4% 2.03% 607 +1,691 3.73% Q4 2025 Feb 23, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 46,954 3,811 0.88% 0.8% 608 -2,940 -5.89% Q4 2025 Feb 11, 2026
SageGuard Financial Group, LLC History New 46,782 3,797 0.6% — 609 +46,782 New Q4 2025 Jan 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 46,769 3,796 0.24% 0.25% 610 -5,070 -9.78% Q4 2025 Jan 23, 2026
Bedminster, LLC History New 46,759 3,795 3.49% — 611 +46,759 New Q4 2025 Feb 05, 2026
BAILARD, INC. History Added to 46,724 3,792 0.08% 0.07% 612 +502 1.09% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Reduced 46,675 3,788 0.12% 0.11% 613 -2,075 -4.26% Q4 2025 Jan 06, 2026
One Wealth Advisors, LLC History Added to 46,284 3,756 0.46% 0.41% 614 +1,920 4.33% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 46,026 3,735 0.3% 0.09% 615 +31,179 210.0% Q4 2025 Feb 12, 2026
Generation Capital Management LLC History Added to 45,860 3,722 2.41% 2.25% 616 +3,160 7.4% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 45,639 3,704 0.01% 0.01% 617 +8,133 21.68% Q4 2025 Jan 30, 2026
Elevated Financial Group LLC History New 45,539 3,696 1.28% — 618 +45,539 New Q4 2025 Jan 29, 2026
GUIDANCE CAPITAL, INC History Reduced 39,670 3,671 0.9% 1.08% 619 -14,076 -26.19% Q4 2025 Jan 23, 2026
NVWM, LLC History Added to 45,183 3,667 0.8% 0.73% 620 +291 0.65% Q4 2025 Jan 20, 2026
Western Wealth Management, LLC History Added to 44,956 3,649 0.17% 0.15% 621 +5,686 14.48% Q4 2025 Feb 05, 2026
Confluence Wealth Services, Inc. History Added to 44,936 3,647 0.15% 0.16% 622 +1,239 2.84% Q4 2025 Jan 28, 2026
Hilltop Holdings Inc. History Added to 44,863 3,641 0.22% 0.16% 623 +3,842 9.37% Q4 2025 Feb 17, 2026
Elyxium Wealth, LLC History Reduced 44,826 3,638 1.01% 1.18% 624 -1,634 -3.52% Q4 2025 Feb 05, 2026
Red Mountain Financial, LLC History Reduced 44,377 3,602 3.54% 3.31% 625 -511 -1.14% Q4 2025 Jan 26, 2026
Nearwater Capital Markets, Ltd History New 44,100 3,579 0.06% — 626 +44,100 New Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Reduced 43,938 3,566 0.11% 0.1% 627 -1,862 -4.07% Q4 2025 Jan 16, 2026
RFG Advisory, LLC History Reduced 43,559 3,535 0.07% 0.07% 628 -25 -0.06% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Added to 43,540 3,534 0.41% 0.35% 629 +2,659 6.5% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Reduced 37,119 3,532 1.43% 1.22% 630 -156 -0.42% Q4 2025 Feb 11, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 43,288 3,513 0.62% 0.62% 631 -2,302 -5.05% Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Added to 43,168 3,503 0.48% 0.42% 632 +3,994 10.2% Q4 2025 Feb 17, 2026
Compass Financial Group, Inc. History Reduced 42,972 3,488 1.54% 1.45% 633 -1,485 -3.34% Q4 2025 Feb 05, 2026
MMBG INVESTMENT ADVISORS CO. History No change 42,900 3,482 0.29% 0.28% 634 0 0.0% Q4 2025 Feb 09, 2026
Compagnie Lombard Odier SCmA History Reduced 42,789 3,473 0.04% 0.04% 635 -3,232 -7.02% Q4 2025 Jan 16, 2026
WealthShield Partners, LLC History Added to 42,705 3,466 0.38% 0.34% 636 +1,512 3.67% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 42,634 3,460 0.02% — 637 +42,634 New Q4 2025 Feb 18, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 42,508 3,450 0.97% 0.82% 638 +749 1.79% Q4 2025 Jan 15, 2026
Verity Asset Management, Inc. History Reduced 42,340 3,436 1.48% 2.52% 639 -63,930 -60.16% Q4 2025 Jan 30, 2026
5T Wealth, LLC History Added to 42,097 3,424 1.37% 1.23% 640 +3,367 8.69% Q4 2025 Jan 27, 2026
Uniting Wealth Partners, LLC History Added to 42,134 3,420 1.05% 0.72% 641 +231 0.55% Q4 2025 Feb 13, 2026
COWA, LLC History Reduced 42,007 3,409 1.04% 1.18% 642 -6,862 -14.04% Q4 2025 Feb 12, 2026
Alhambra Investment Management LLC History Reduced 41,943 3,404 1.58% 1.64% 643 -5,408 -11.42% Q4 2025 Jan 15, 2026
Wealth Watch Advisors, INC History Added to 41,685 3,383 1.25% 0.71% 644 +18,045 76.33% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 41,298 3,352 0.02% 0.02% 645 +4,523 12.3% Q4 2025 Feb 10, 2026
Roundview Capital LLC History Added to 40,893 3,319 0.2% 0.17% 646 +3,366 8.97% Q4 2025 Feb 09, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 40,828 3,314 0.48% 0.36% 647 +7,669 23.13% Q4 2025 Jan 28, 2026
BURNS J W & CO INC/NY History Added to 40,775 3,309 0.37% 0.3% 648 +4,332 11.89% Q4 2025 Jan 12, 2026
Veridan Wealth LLC History Reduced 40,661 3,300 1.11% 1.04% 649 -991 -2.38% Q4 2025 Feb 13, 2026
AAFMAA Wealth Management & Trust LLC History New 40,613 3,296 1.29% — 650 +40,613 New Q4 2025 Jan 07, 2026
NORTH DALLAS BANK & TRUST CO History New 40,305 3,271 2.13% — 651 +40,305 New Q4 2025 Feb 11, 2026
Csenge Advisory Group History Added to 40,250 3,267 0.15% 0.13% 652 +3,310 8.96% Q4 2025 Feb 06, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 39,861 3,235 0.78% 0.93% 653 -8,665 -17.86% Q4 2025 Feb 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 39,839 3,233 0.93% 0.67% 654 +10,194 34.39% Q4 2025 Feb 11, 2026
Ipsen Advisor Group LLC History Reduced 39,784 3,229 2.29% 2.19% 655 -2,441 -5.78% Q4 2025 Feb 11, 2026
Alaethes Wealth, LLC History Added to 39,586 3,213 0.9% 0.8% 656 +676 1.74% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 39,501 3,206 0.0% 0.0% 657 +58 0.15% Q4 2025 Feb 13, 2026
Twelve Points Wealth Management LLC History Added to 37,703 3,200 0.72% 0.65% 658 +1,617 4.48% Q4 2025 Jan 23, 2026
Choate Investment Advisors History No change 39,324 3,191 0.06% 0.06% 659 0 0.0% Q4 2025 Feb 09, 2026
NewSquare Capital LLC History Reduced 38,928 3,159 0.28% 0.23% 661 -6,813 -14.89% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 38,921 3,159 0.07% 0.06% 660 +1,651 4.43% Q4 2025 Jan 27, 2026
Inlet Private Wealth, LLC History Reduced 38,929 3,159 0.73% 0.64% 662 -100 -0.26% Q4 2025 Jan 21, 2026
Valeo Financial Advisors, LLC History Added to 38,912 3,158 0.07% 0.03% 663 +19,245 97.85% Q4 2025 Feb 04, 2026
American Trust History Reduced 38,446 3,120 0.26% 0.39% 664 -25,406 -39.79% Q4 2025 Feb 17, 2026
Trust Point Inc. History Reduced 38,429 3,119 0.25% 0.23% 665 -380 -0.98% Q4 2025 Jan 13, 2026
Catalyst Investment Management LLC History New 38,242 3,104 2.94% — 666 +38,242 New Q4 2025 Feb 20, 2026
Walkner Condon Financial Advisors LLC History Reduced 38,213 3,101 0.43% 0.45% 667 -572 -1.47% Q4 2025 Jan 21, 2026
Novak & Powell Financial Services, Inc. History Reduced 38,024 3,086 1.61% 1.47% 668 -366 -0.95% Q4 2025 Feb 10, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 37,633 3,054 0.69% 0.65% 669 +72 0.19% Q4 2025 Jan 23, 2026
Almanack Investment Partners, LLC. History Reduced 37,004 3,003 0.51% 0.51% 670 -7,896 -17.59% Q4 2025 Jan 29, 2026
Guardian Capital, LLC History New 36,901 2,995 2.68% — 672 +36,901 New Q4 2025 Feb 05, 2026
TRUE Private Wealth Advisors History Added to 36,905 2,995 0.3% 0.27% 671 +10 0.03% Q4 2025 Feb 13, 2026
True Vision MN LLC History Reduced 36,847 2,990 1.52% 1.5% 673 -2,632 -6.67% Q4 2025 Jan 14, 2026
Weil Company, Inc. History Reduced 36,756 2,983 0.69% 0.66% 674 -915 -2.43% Q4 2025 Jan 14, 2026
Arlington Trust Co LLC History Added to 36,756 2,983 0.3% 0.48% 675 +229 0.63% Q4 2025 Jan 30, 2026
Centurion Wealth Management LLC History Added to 36,679 2,977 0.65% 0.61% 676 +110 0.3% Q4 2025 Jan 14, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 36,595 2,970 0.09% 0.12% 677 -22,662 -38.24% Q4 2025 Jan 13, 2026
Tyche Wealth Partners LLC History Added to 36,385 2,953 0.47% 0.41% 678 +4,641 14.62% Q4 2025 Jan 23, 2026
Roger Wittlin Investment Advisory, LLC History Added to 36,220 2,939 2.06% 1.39% 679 +1,886 5.49% Q4 2025 Jan 20, 2026
Sterling Capital Management LLC History Reduced 36,196 2,938 0.05% 0.04% 680 -297 -0.81% Q4 2025 Feb 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 30,709 2,936 0.86% 0.69% 681 +3,078 11.14% Q4 2025 Feb 10, 2026
Simplicity Wealth,LLC History Reduced 36,011 2,923 0.17% 0.29% 682 -32,922 -47.76% Q4 2025 Jan 30, 2026
EASTERN BANK History Added to 35,752 2,901 0.05% 0.04% 683 +2,787 8.45% Q4 2025 Jan 14, 2026
MONECO ADVISORS, LLC History Reduced 35,712 2,898 0.23% 0.22% 684 -940 -2.56% Q4 2025 Feb 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 35,472 2,879 0.02% 0.01% 685 +8,707 32.53% Q4 2025 Feb 12, 2026
Davis Wealth Advisors, LLC History New 35,372 2,871 2.39% — 687 +35,372 New Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Reduced 35,373 2,871 1.95% 1.83% 686 -1,540 -4.17% Q4 2025 Feb 02, 2026
Verus Financial Partners, Inc. History Reduced 30,161 2,870 0.26% 0.21% 688 -111 -0.37% Q4 2025 Feb 02, 2026
Bridgewealth Advisory Group, LLC History Added to 35,297 2,865 0.63% 0.53% 689 +4,021 12.86% Q4 2025 Feb 04, 2026
Valued Retirements, Inc. History Reduced 35,201 2,857 2.79% 2.52% 690 -600 -1.68% Q4 2025 Feb 09, 2026
Perkins Coie Trust Co History No change 35,110 2,849 0.53% 0.48% 691 0 0.0% Q4 2025 Jan 12, 2026
Waldron Private Wealth LLC History Added to 35,091 2,848 0.11% 0.1% 692 +960 2.81% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Added to 34,833 2,827 0.1% 0.08% 693 +3,716 11.94% Q4 2025 Jan 12, 2026
Stratos Wealth Advisors, LLC History Reduced 34,810 2,825 0.14% 0.17% 694 -13,746 -28.31% Q4 2025 Jan 20, 2026
Mosley Wealth Management History New 37,026 2,822 1.29% — 695 +37,026 New Q4 2025 Feb 12, 2026
Sharp Wealth Advisory, LLC History Added to 34,750 2,820 1.42% 1.32% 696 +1,473 4.43% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 34,693 2,816 0.04% 0.03% 697 +1,932 5.9% Q4 2025 Feb 09, 2026
Five Pine Wealth Management History Reduced 34,460 2,797 1.79% 1.71% 698 -311 -0.89% Q4 2025 Jan 21, 2026
Guardian Partners Inc. History New 30,000 2,787 0.22% — 699 +30,000 New Q4 2025 Feb 17, 2026
PFG Advisors History Added to 34,206 2,776 0.13% 0.1% 700 +1,528 4.68% Q4 2025 Jan 27, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 34,132 2,770 2.63% 2.48% 701 -315 -0.91% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Added to 34,048 2,763 0.0% 0.0% 702 +4,388 14.79% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 33,929 2,754 0.02% 0.02% 703 +5,295 18.49% Q4 2025 Feb 12, 2026
VICUS CAPITAL History Reduced 33,890 2,750 0.21% 0.2% 704 -1,702 -4.78% Q4 2025 Jan 22, 2026
Citizens National Bank Trust Department History Added to 33,675 2,733 0.47% 0.39% 706 +3,748 12.52% Q4 2025 Jan 30, 2026
New England Private Wealth Advisors LLC History No change 33,681 2,733 0.34% 0.32% 705 0 0.0% Q4 2025 Feb 13, 2026
WESPAC Advisors, LLC History Added to 33,656 2,731 1.48% 1.14% 707 +6,782 25.24% Q4 2025 Jan 14, 2026
ATX Financial Planning, LLC History New 33,598 2,727 2.1% — 709 +33,598 New Q4 2025 Feb 19, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 33,668 2,727 0.52% 0.35% 708 -569 -1.66% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 33,443 2,714 0.01% — 710 +33,443 New Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 33,263 2,699 0.04% 0.03% 711 +1,437 4.52% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Reduced 33,167 2,692 0.02% 0.03% 712 -36,249 -52.22% Q4 2025 Feb 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 33,154 2,691 0.32% — 713 +33,154 New Q4 2025 Feb 03, 2026
ASL Financial, LLC History New 31,141 2,689 2.11% — 714 +31,141 New Q4 2025 Jan 20, 2026
Bank OZK History Reduced 33,091 2,685 0.95% 0.86% 715 -505 -1.5% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 32,997 2,678 0.05% 0.05% 716 +5,250 18.92% Q4 2025 Jan 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 32,814 2,663 0.05% 0.04% 717 +2,235 7.31% Q4 2025 Jan 16, 2026
Sage Mountain Advisors LLC History Reduced 32,753 2,658 0.14% 0.14% 718 -264 -0.8% Q4 2025 Jan 23, 2026
PFG Investments, LLC History Added to 32,685 2,653 0.12% 0.1% 719 +6,292 23.84% Q4 2025 Jan 26, 2026
OAK FAMILY ADVISORS, LLC History Reduced 32,624 2,648 0.73% 0.67% 720 -3,942 -10.78% Q4 2025 Feb 03, 2026
4J Wealth Management LLC History Added to 32,291 2,621 1.5% 1.38% 721 +93 0.29% Q4 2025 Jan 15, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 32,269 2,619 1.64% 1.84% 722 -68 -0.21% Q4 2025 Jan 14, 2026
Main Street Financial Solutions, LLC History Reduced 32,020 2,599 0.19% 0.17% 723 -4,292 -11.82% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 31,918 2,590 0.05% 0.05% 724 +1,293 4.22% Q4 2025 Jan 14, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 31,774 2,579 0.72% 0.7% 725 -1,643 -4.92% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History Reduced 31,739 2,576 0.19% 0.23% 726 -10,000 -23.96% Q4 2025 Feb 13, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 31,717 2,574 1.79% 1.66% 727 +1,490 4.93% Q4 2025 Jan 23, 2026
Northstar Financial Companies, Inc. History Added to 31,693 2,572 2.05% 1.27% 728 +12,865 68.33% Q4 2025 Feb 09, 2026
Clear Retirement Advice LLC History New 28,347 2,566 2.0% — 729 +28,347 New Q4 2025 Feb 24, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 31,554 2,561 1.09% 1.07% 730 -1,109 -3.4% Q4 2025 Feb 18, 2026
Relyea Zuckerberg Hanson LLC History No change 31,505 2,557 0.26% 0.24% 731 0 0.0% Q4 2025 Jan 20, 2026
LOM Asset Management Ltd History No change 31,500 2,556 0.74% 0.7% 732 0 0.0% Q4 2025 Jan 23, 2026
Moors & Cabot, Inc. History Added to 31,432 2,551 0.11% 0.09% 733 +2,931 10.28% Q4 2025 Feb 10, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 31,439 2,551 1.31% 1.39% 734 -2,346 -6.94% Q4 2025 Feb 10, 2026
WORMSER FRERES GESTION History Reduced 30,784 2,548 1.45% 1.39% 735 -3,744 -10.84% Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 31,370 2,546 0.21% 0.17% 736 +1,452 4.85% Q4 2025 Feb 17, 2026
M3 Wealth Management, LLC History New 31,310 2,541 2.02% — 737 +31,310 New Q4 2025 Feb 09, 2026
Crown Wealth Group, LLC History New 31,181 2,530 0.71% — 738 +31,181 New Q4 2025 Jan 28, 2026
WEALTHGARDEN F.S. LLC History Added to 26,523 2,524 1.66% 1.42% 739 +2,366 9.79% Q4 2025 Feb 11, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 30,695 2,491 1.65% 1.53% 740 0 0.0% Q4 2025 Feb 09, 2026
SATOVSKY ASSET MANAGEMENT LLC History Reduced 30,648 2,487 0.48% 0.45% 741 -605 -1.94% Q4 2025 Feb 13, 2026
TPG Advisors LLC History Added to 30,474 2,473 1.54% 1.45% 742 +102 0.34% Q4 2025 Jan 21, 2026
Holistic Financial Partners History Reduced 30,322 2,461 0.89% 0.98% 743 -2,665 -8.08% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History Added to 24,187 2,448 0.38% 0.28% 744 +1,323 5.79% Q4 2025 Feb 02, 2026
Asset Management One Co., Ltd. History Reduced 30,050 2,444 0.01% 0.01% 745 -5,000 -14.27% Q4 2025 Jan 27, 2026
Virtus Family Office LLC History Added to 30,065 2,440 2.1% 1.99% 746 +844 2.89% Q4 2025 Feb 03, 2026
Polaris Investment Advisors, LLC History New 30,014 2,436 1.76% — 747 +30,014 New Q4 2025 Jan 15, 2026
Headlands Technologies LLC History Added to 29,725 2,412 0.2% 0.14% 748 +6,079 25.71% Q4 2025 Feb 13, 2026
Braun-Bostich & Associates Inc. History Reduced 29,706 2,411 1.49% 1.48% 749 -2,491 -7.74% Q4 2025 Jan 14, 2026
Strategic Financial Concepts, LLC History New 29,563 2,399 2.19% — 750 +29,563 New Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 29,512 2,395 0.03% 0.03% 751 +4,036 15.84% Q4 2025 Feb 02, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 29,461 2,391 0.53% 0.51% 752 +800 2.79% Q4 2025 Jan 09, 2026
New Republic Capital, LLC History Added to 29,420 2,388 0.64% 0.51% 753 +6,505 28.39% Q4 2025 Feb 10, 2026
Kilter Group LLC History Reduced 29,341 2,381 1.05% 1.03% 754 -799 -2.65% Q4 2025 Feb 13, 2026
Grand Central Investment Group History New 29,201 2,370 1.72% — 755 +29,201 New Q4 2025 Feb 18, 2026
Riggs Asset Managment Co. Inc. History Added to 28,981 2,352 0.47% 0.45% 756 +415 1.45% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 28,730 2,332 0.06% 0.05% 757 -152 -0.53% Q4 2025 Jan 07, 2026
Capital Advisors Wealth Management, LLC History Added to 28,652 2,325 0.32% 0.27% 758 +2,608 10.01% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 28,549 2,317 0.05% 0.03% 759 +5,364 23.14% Q4 2025 Feb 17, 2026
Clearstead Trust, LLC History Reduced 28,459 2,310 0.36% 0.37% 760 -1,435 -4.8% Q4 2025 Feb 09, 2026
Naviter Wealth, LLC History Reduced 28,394 2,304 0.3% 0.26% 761 -2,816 -9.02% Q4 2025 Jan 21, 2026
Sachetta, LLC History Reduced 28,368 2,302 1.26% 1.17% 762 -15,011 -34.6% Q4 2025 Feb 02, 2026
Sound View Wealth Advisors Group, LLC History No change 28,358 2,301 0.15% 0.14% 763 0 0.0% Q4 2025 Jan 08, 2026
Sunesis Advisors, LLC History No change 28,203 2,289 1.04% 0.96% 764 0 0.0% Q4 2025 Feb 02, 2026
SWP FINANCIAL LLC History Reduced 28,181 2,287 1.15% 1.17% 765 -3,463 -10.94% Q4 2025 Jan 16, 2026
Marble Wealth, LLC History New 28,172 2,286 0.32% — 766 +28,172 New Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Reduced 28,050 2,276 0.01% 0.01% 767 -534 -1.87% Q4 2025 Jan 12, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 28,000 2,273 3.14% 2.69% 768 0 0.0% Q4 2025 Feb 17, 2026
Y.D. More Investments Ltd History No change 28,000 2,272 0.11% 0.11% 769 0 0.0% Q4 2025 Jan 21, 2026
Americana Partners, LLC History Added to 27,609 2,241 0.06% 0.06% 770 +390 1.43% Q4 2025 Feb 06, 2026
Azimuth Capital Investment Management LLC History Added to 27,524 2,234 0.08% 0.07% 771 +500 1.85% Q4 2025 Feb 12, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 27,407 2,224 1.86% 1.65% 772 -249 -0.9% Q4 2025 Jan 20, 2026
NATIXIS ADVISORS, LLC History Added to 27,221 2,210 0.0% 0.0% 773 +6,414 30.83% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History Added to 27,159 2,204 0.02% 0.01% 774 +18,601 217.35% Q4 2025 Feb 10, 2026
Marks Group Wealth Management, Inc History No change 27,096 2,199 0.21% 0.18% 775 0 0.0% Q4 2025 Feb 11, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 27,044 2,195 0.33% 0.31% 776 -117 -0.43% Q4 2025 Jan 13, 2026
ALESCO ADVISORS LLC History Reduced 26,931 2,185 0.06% 0.05% 777 -106 -0.39% Q4 2025 Jan 28, 2026
STOCK YARDS BANK & TRUST CO History Added to 26,908 2,184 0.07% 0.06% 778 +1,103 4.27% Q4 2025 Jan 21, 2026
Pilgrim Partners Asia Pte Ltd History Added to 26,890 2,182 1.04% 0.64% 779 +7,060 35.6% Q4 2025 Feb 03, 2026
SWMG, LLC History Reduced 23,301 2,172 0.6% 0.6% 780 -2,124 -8.35% Q4 2025 Feb 10, 2026
Columbus Macro, LLC History Reduced 26,662 2,164 0.24% 0.23% 781 -1,686 -5.95% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Added to 26,577 2,157 0.04% 0.04% 782 +398 1.52% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History Added to 26,430 2,145 0.14% 0.02% 783 +22,283 537.33% Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Reduced 26,193 2,126 0.09% 0.09% 784 -60 -0.23% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 26,059 2,115 0.05% 0.05% 785 -3,195 -10.92% Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Added to 25,976 2,108 0.05% 0.03% 786 +12,750 96.4% Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History Added to 25,840 2,097 0.09% 0.09% 787 +235 0.92% Q4 2025 Jan 27, 2026
Davies Financial Advisors, Inc. History Reduced 25,719 2,087 3.86% 4.37% 788 -48,312 -65.26% Q4 2025 Jan 27, 2026
Archford Capital Strategies, LLC History Added to 25,606 2,078 0.24% 0.22% 789 +440 1.75% Q4 2025 Jan 15, 2026
Greenhouse Wealth Management, LLC History No change 25,196 2,045 1.21% 1.1% 790 0 0.0% Q4 2025 Jan 21, 2026
WealthBridge Capital Management, LLC History Added to 25,113 2,038 0.46% 0.42% 791 +230 0.92% Q4 2025 Jan 21, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 24,966 2,026 0.49% 0.48% 792 -250 -0.99% Q4 2025 Feb 17, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 24,849 2,016 1.18% 1.07% 793 -389 -1.54% Q4 2025 Jan 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 24,732 2,007 0.14% 0.1% 794 +4,445 21.91% Q4 2025 Jan 28, 2026
Tudor Financial Inc. History Added to 24,471 1,986 1.02% 0.91% 795 +1,054 4.5% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 24,408 1,981 0.21% 0.2% 796 -379 -1.53% Q4 2025 Feb 05, 2026
Montis Financial, LLC History No change 24,378 1,978 0.39% 0.41% 797 0 0.0% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 24,202 1,977 0.13% 0.15% 798 -3,593 -12.93% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Added to 24,094 1,955 0.03% 0.02% 799 +6,826 39.53% Q4 2025 Jan 20, 2026
Outlook Wealth Advisors, LLC History Added to 24,046 1,951 0.44% 0.29% 800 +7,876 48.71% Q4 2025 Feb 11, 2026