iSHARES TRUST - IEF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
Fisher Asset Management, LLC History Added to 134,832,971 12,965,538 4.43% 3.06% 1 +47,170,533 53.81% Q4 2025 Feb 09, 2026
FMR LLC History Added to 34,784,075 3,344,836 0.17% 0.15% 2 +5,078,160 17.09% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 34,189,868 3,287,697 0.21% 0.15% 3 +7,506,518 28.13% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 17,039,671 1,638,534 0.1% 0.08% 4 +2,737,040 19.14% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 15,439,564 1,484,668 0.24% 0.09% 5 +9,616,509 165.15% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 15,083,775 1,446,234 0.33% 0.33% 6 +133,194 0.89% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 13,485,390 1,296,755 0.09% 0.1% 7 -1,841,107 -12.01% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 13,154,496 1,264,936 0.16% 0.03% 8 +10,218,178 347.99% Q4 2025 Mar 25, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 12,713,897 1,222,568 0.36% 0.36% 9 -106,456 -0.83% Q4 2025 Feb 10, 2026
CARRONADE CAPITAL MANAGEMENT, LP History New 11,500,000 1,105,840 15.12% 10 +11,500,000 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,487,110 816,120 0.45% 0.49% 11 +72,188 0.86% Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Reduced 6,995,777 672,713 0.23% 0.53% 12 -7,459,657 -51.6% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,204,714 596,645 0.19% 0.19% 13 +29,690 0.48% Q4 2025 Feb 18, 2026
Blue Trust, Inc. History Added to 6,121,155 588,610 6.65% 6.45% 14 +168,542 2.83% Q4 2025 Jan 16, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 5,781,000 555,900 1.06% 1.01% 15 +666,409 13.03% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 5,170,220 497,168 0.14% 0.13% 16 +516,634 11.1% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,608,776 443,179 0.28% 0.28% 17 +257,212 5.91% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 4,401,559 423,253 0.06% 0.07% 18 -287,126 -6.12% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 3,816,100 366,956 0.06% 0.01% 19 +3,243,100 565.99% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 3,381,458 325,160 0.9% 0.86% 20 +201,487 6.34% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,345,995 321,750 0.06% 0.06% 21 -102,173 -2.96% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 2,694,885 259,140 0.4% 0.41% 22 +25,593 0.96% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 2,517,370 242,070 1.87% 0.02% 23 +2,500,000 14392.63% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 2,301,371 221,299 0.0% 0.0% 24 +647,356 39.14% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 2,177,627 209,400 0.25% 0.26% 25 +73,510 3.49% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 2,109,337 202,833 4.35% 4.4% 26 +58,611 2.86% Q4 2025 Feb 02, 2026
Cerity Partners OCIO LLC History Reduced 2,060,779 198,164 10.96% 13.65% 27 -714,960 -25.76% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,991,504 191,503 0.02% 0.05% 28 -2,989,347 -60.02% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,983,958 190,777 2.46% 2.61% 29 -26,177 -1.3% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,966,872 189,134 0.06% 0.06% 30 +153,078 8.44% Q4 2025 Feb 17, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 1,944,314 186,965 18.56% 18.26% 31 +79,791 4.28% Q4 2025 Jan 20, 2026
PEAVINE CAPITAL, LLC History Reduced 1,806,011 173,665 36.7% 37.33% 32 -68,100 -3.63% Q4 2025 Jan 21, 2026
BARCLAYS PLC History Reduced 1,740,884 167,403 0.04% 0.16% 33 -5,754,654 -76.77% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 1,730,256 166,381 0.22% 0.22% 34 +46,929 2.79% Q4 2025 Feb 02, 2026
Harvest Portfolios Group Inc. History Added to 1,716,857 165,092 2.87% 2.69% 35 +203,540 13.45% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,684,459 162,213 0.22% 0.24% 36 +40,962 2.49% Q4 2025 Jan 08, 2026
Owl Creek Asset Management, L.P. History New 1,604,000 154,240 4.66% 37 +1,604,000 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,422,149 136,753 0.12% 0.12% 38 +40,148 2.91% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,353,687 130,166 0.15% 0.03% 39 +1,162,073 606.47% Q4 2025 Feb 13, 2026
Members Trust Co History Reduced 1,233,300 118,594 3.87% 3.95% 40 -11,633 -0.93% Q4 2025 Jan 15, 2026
Cetera Investment Advisers History Reduced 1,141,954 109,575 0.12% 0.13% 41 -3,405 -0.3% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 1,113,979 107,120 0.25% 0.25% 42 +9,347 0.85% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Added to 1,009,045 97,029 5.43% 2.55% 43 +605,008 149.74% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 1,007,769 96,907 0.2% 0.21% 44 +13,133 1.32% Q4 2025 Jan 23, 2026
Ally Invest Advisors Inc. History Added to 998,550 96,020 6.63% 6.55% 45 +52,259 5.52% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 979,194 94,159 0.17% 0.09% 46 +526,374 116.24% Q4 2025 Mar 16, 2026
Cerity Partners LLC History Added to 971,307 93,400 0.14% 0.14% 47 +67,495 7.47% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 966,971 92,983 0.02% 48 +966,971 New Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 912,851 87,779 0.63% 0.52% 49 +169,533 22.81% Q4 2025 Feb 13, 2026
Avalon Advisory Group History Added to 888,019 85,391 34.84% 32.65% 50 +53,050 6.35% Q4 2025 Jan 29, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 832,849 80,086 1.42% 1.38% 51 +18,285 2.24% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 832,369 80,040 0.04% 0.07% 52 -801,707 -49.06% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 817,631 78,631 0.11% 0.08% 53 +215,316 35.75% Q4 2025 Feb 17, 2026
3EDGE Asset Management, LP History Added to 815,251 78,394 4.07% 4.04% 54 +73,378 9.89% Q4 2025 Feb 06, 2026
Raub Brock Capital Management LP History Reduced 785,801 75,562 16.83% 16.57% 55 -12,424 -1.56% Q4 2025 Jan 15, 2026
GREENLEAF TRUST History Added to 769,541 73,999 0.68% 0.19% 56 +549,696 250.04% Q4 2025 Jan 21, 2026
Wealthcare Advisory Partners LLC History Added to 767,465 73,799 1.45% 1.38% 57 +81,344 11.86% Q4 2025 Jan 14, 2026
WestEnd Advisors, LLC History Added to 757,078 72,801 1.7% 1.69% 58 +5,912 0.79% Q4 2025 Jan 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 755,587 72,657 0.19% 0.13% 59 +279,299 58.64% Q4 2025 Feb 05, 2026
Juniper Hill Capital Management LP History No change 744,199 71,562 17.09% 16.98% 60 0 0.0% Q4 2025 Feb 03, 2026
GREENWOOD GEARHART INC History Added to 729,278 70,127 3.86% 3.55% 61 +90,381 14.15% Q4 2025 Feb 04, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 707,015 67,986 4.59% 0.17% 62 +682,247 2754.55% Q4 2025 Jan 08, 2026
MATAURO, LLC History Added to 691,819 66,525 10.02% 9.37% 63 +80,462 13.16% Q4 2025 Jan 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 682,286 65,608 0.04% 0.05% 64 -282,692 -29.3% Q4 2025 Feb 13, 2026
GenTrust, LLC History Added to 663,362 63,788 2.75% 2.69% 65 +50,872 8.31% Q4 2025 Feb 02, 2026
BARINGS LLC History Added to 659,861 63,452 1.17% 1.16% 66 +28,018 4.43% Q4 2025 Feb 12, 2026
MEEDER ASSET MANAGEMENT INC History Added to 652,207 62,716 3.38% 2.01% 67 +286,706 78.44% Q4 2025 Feb 11, 2026
AIA Group Ltd History Added to 630,345 60,613 0.91% 0.72% 68 +209,905 49.93% Q4 2025 Feb 09, 2026
Arkos Global Advisors History Added to 598,275 57,530 7.35% 6.99% 69 +29,597 5.2% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 586,920 56,438 0.32% 0.34% 70 +25,026 4.45% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 552,176 53,097 0.13% 0.14% 71 +18,882 3.54% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 508,270 48,875 1.96% 1.92% 72 +18,590 3.8% Q4 2025 Jan 30, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 500,192 48,098 1.79% 1.63% 73 +75,638 17.82% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 500,000 48,080 0.08% 74 +500,000 New Q4 2025 Feb 13, 2026
Twele Capital Management, Inc. History Added to 492,138 47,323 8.46% 8.44% 75 +18,245 3.85% Q4 2025 Jan 09, 2026
PATTON FUND MANAGEMENT, INC. History Added to 481,479 46,299 6.21% 8.14% 76 +12,126 2.58% Q4 2025 Jan 23, 2026
Karpus Management, Inc. History Added to 476,221 45,793 1.41% 1.36% 77 +32,583 7.34% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 468,942 45,093 0.13% 0.11% 78 +93,911 25.04% Q4 2025 Jan 26, 2026
GenWealth Group, Inc. History Added to 457,196 44,027 7.51% 7.41% 79 +44,451 10.77% Q4 2025 Jan 12, 2026
Rafferty Asset Management, LLC History Reduced 447,990 43,078 0.15% 0.15% 80 -40,632 -8.32% Q4 2025 Feb 13, 2026
LifeGuide Financial Advisors, LLC History Added to 438,992 42,178 13.99% 14.12% 81 +36,679 9.12% Q4 2025 Jan 05, 2026
Ironwood Wealth Management, LLC. History Added to 430,869 41,432 12.18% 13.3% 82 +19,472 4.73% Q4 2025 Feb 02, 2026
Sompo Asset Management Co., Ltd. History Added to 421,563 40,537 6.95% 6.55% 83 +26,854 6.8% Q4 2025 Feb 13, 2026
Community Financial Services Group, LLC History Added to 418,698 40,262 7.39% 6.81% 84 +33,348 8.65% Q4 2025 Jan 15, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 418,241 40,218 9.23% 8.38% 85 +63,340 17.85% Q4 2025 Feb 05, 2026
Leo Wealth, LLC History Added to 417,952 40,200 2.92% 2.0% 86 +258,203 161.63% Q4 2025 Jan 21, 2026
NorthRock Partners, LLC History Added to 408,193 39,251 0.66% 0.02% 87 +395,788 3190.55% Q4 2025 Feb 17, 2026
Beacon Wealthcare LLC History Added to 405,478 38,990 13.39% 13.25% 88 +14,578 3.73% Q4 2025 Jan 06, 2026
Point72 Asset Management, L.P. History Added to 393,600 37,848 0.04% 0.01% 89 +335,131 573.18% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 378,644 36,410 0.54% 0.0% 90 +377,968 55912.43% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 378,032 36,351 0.13% 0.11% 91 +118,678 45.76% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 377,268 36,278 0.2% 0.19% 92 +40,743 12.11% Q4 2025 Feb 11, 2026
TTP Investments, Inc. History Added to 375,424 36,100 11.78% 0.18% 93 +368,995 5739.54% Q4 2025 Jan 28, 2026
Focus Financial Network, Inc. History Added to 370,441 35,621 1.24% 1.19% 94 +25,591 7.42% Q4 2025 Jan 12, 2026
Kingsview Wealth Management, LLC History Added to 368,024 35,389 0.51% 0.49% 95 +35,133 10.55% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Reduced 364,130 35,014 0.14% 0.16% 96 -3,627 -0.99% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 352,417 33,888 0.01% 0.03% 97 -395,079 -52.85% Q4 2025 Feb 17, 2026
First Financial Bank - Trust Division History Added to 343,880 33,067 2.72% 2.65% 98 +21,830 6.78% Q4 2025 Jan 02, 2026
SG Americas Securities, LLC History Added to 342,884 32,972 0.04% 0.09% 99 +67,175 24.36% Q4 2025 Jan 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 337,467 32,450 0.04% 0.08% 100 -292,103 -46.4% Q4 2025 Feb 12, 2026
Blue Edge Capital, LLC History Added to 334,910 32,204 4.31% 4.41% 101 +12,780 3.97% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 314,652 30,256 0.32% 0.42% 102 +23,807 8.19% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Reduced 301,057 28,949 0.03% 0.04% 103 -59,926 -16.6% Q4 2025 Feb 06, 2026
SACHEM HILL LLC History Added to 300,826 28,927 5.62% 5.71% 104 +4,847 1.64% Q4 2025 Feb 12, 2026
WEST PACES ADVISORS INC. History Added to 292,462 28,123 5.44% 5.51% 105 +5,645 1.97% Q4 2025 Jan 21, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 292,048 28,083 9.89% 9.3% 106 -6,048 -2.03% Q4 2025 Jan 30, 2026
Virtue Capital Management, LLC History Added to 287,995 27,670 4.26% 0.37% 107 +284,533 8218.75% Q4 2025 Feb 18, 2026
Joule Financial, LLC History Added to 284,211 27,329 8.19% 8.06% 108 +5,167 1.85% Q4 2025 Jan 20, 2026
MATHER GROUP, LLC. History Added to 274,437 26,389 0.27% 0.06% 109 +207,809 311.89% Q4 2025 Jan 13, 2026
Bank of New York Mellon Corp History Added to 274,085 26,356 0.0% 0.0% 110 +63,040 29.87% Q4 2025 Feb 10, 2026
Kaydan Wealth Management, Inc. History Reduced 269,825 25,946 7.51% 7.46% 111 -951 -0.35% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 266,927 25,667 0.58% 0.17% 112 +198,298 288.94% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 263,838 25,370 0.03% 0.03% 113 -12,822 -4.63% Q4 2025 Jan 30, 2026
TPG Financial Advisors, LLC History Added to 260,866 25,084 8.37% 8.0% 114 +38,219 17.17% Q4 2025 Feb 06, 2026
DSG Capital Advisors, LLC History Added to 259,678 25,007 3.81% 2.03% 115 +127,919 97.09% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Added to 259,807 24,983 0.03% 0.03% 116 +1,068 0.41% Q4 2025 Feb 13, 2026
Liberty Mutual Group Asset Management Inc. History New 258,759 24,882 2.37% 117 +258,759 New Q4 2025 Feb 13, 2026
Willis Johnson & Associates, Inc. History Reduced 258,220 24,830 1.53% 2.12% 118 -96,288 -27.16% Q4 2025 Jan 22, 2026
Keel Point, LLC History Added to 257,369 24,748 1.49% 1.2% 119 +54,277 26.73% Q4 2025 Feb 12, 2026
Nationwide Fund Advisors History Reduced 252,090 24,240 1.04% 5.09% 120 -704,052 -73.63% Q4 2025 Jan 23, 2026
United Capital Management of KS, Inc. History Added to 248,390 23,885 3.35% 3.11% 121 +11,364 4.79% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 247,991 23,846 0.02% 0.02% 122 +9,726 4.08% Q4 2025 Feb 13, 2026
Northstar Advisory Group, LLC History Added to 246,206 23,675 8.41% 1.44% 123 +209,502 570.79% Q4 2025 Jan 15, 2026
Creative Planning History Reduced 242,699 23,337 0.02% 0.02% 124 -39,890 -14.12% Q4 2025 Feb 17, 2026
Act Two Investors LLC History Reduced 239,751 23,054 4.15% 4.1% 125 -184 -0.08% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 233,506 22,453 0.08% 0.07% 126 +25,463 12.24% Q4 2025 Feb 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 233,442 22,447 0.17% 0.05% 127 +169,719 266.34% Q4 2025 Jan 14, 2026
SimpliFi, Inc. History Added to 231,873 22,296 9.43% 9.1% 128 +11,295 5.12% Q4 2025 Jan 23, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 231,796 22,289 0.65% 0.66% 129 -3,691 -1.57% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 223,259 21,468 0.24% 0.24% 130 +76,444 52.07% Q4 2025 Jan 29, 2026
Kovitz Investment Group Partners, LLC History Reduced 222,978 21,441 0.47% 0.48% 131 -1,042,181 -82.38% Q4 2025 Feb 20, 2026
FORM Wealth Advisors, LLC History New 222,323 21,378 2.5% 132 +222,323 New Q4 2025 Jan 28, 2026
RFG Advisory, LLC History Added to 218,622 21,022 0.4% 0.03% 133 +203,612 1356.51% Q4 2025 Feb 03, 2026
Invariant Investment Management History New 212,984 20,510 13.13% 134 +212,984 New Q4 2025 Jan 26, 2026
SeaBridge Investment Advisors LLC History Reduced 206,863 19,891 3.28% 3.87% 135 -40,162 -16.26% Q4 2025 Jan 26, 2026
Independence Financial Advisors, LLC History Added to 199,635 19,196 5.28% 5.63% 136 +8,071 4.21% Q4 2025 Jan 15, 2026
OneDigital Investment Advisors LLC History Reduced 198,990 19,134 0.19% 0.2% 137 -3,482 -1.72% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 196,986 18,942 0.06% 0.06% 138 +7,815 4.13% Q4 2025 Feb 02, 2026
Financial & Tax Architects, LLC History Reduced 196,079 18,854 4.24% 4.45% 139 -12,987 -6.21% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History Reduced 195,185 18,768 0.23% 0.33% 140 -76,863 -28.25% Q4 2025 Jan 21, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History Added to 194,425 18,695 14.63% 14.22% 141 +7,569 4.05% Q4 2025 Jan 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 194,080 18,662 1.18% 1.29% 142 -11,549 -5.62% Q4 2025 Feb 17, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 193,634 18,619 2.6% 143 +193,634 New Q4 2025 Feb 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 193,590 18,615 0.04% 0.04% 144 +9,417 5.11% Q4 2025 Feb 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 189,895 18,260 0.27% 0.25% 145 +13,669 7.76% Q4 2025 Feb 09, 2026
Portland Global Advisors LLC History Added to 189,750 18,246 1.96% 1.99% 146 +5,342 2.9% Q4 2025 Feb 10, 2026
Banco Santander, S.A. History New 189,061 18,180 0.14% 147 +189,061 New Q4 2025 Feb 13, 2026
AAFMAA Wealth Management & Trust LLC History New 188,637 18,139 7.11% 148 +188,637 New Q4 2025 Jan 07, 2026
SEVEN MILE ADVISORY History Added to 187,941 18,072 3.1% 2.79% 149 +8,879 4.96% Q4 2025 Feb 13, 2026
Quaker Wealth Management, LLC History Added to 181,705 17,472 5.54% 5.61% 150 +2,997 1.68% Q4 2025 Jan 28, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 180,524 17,359 5.08% 3.36% 151 +69,236 62.21% Q4 2025 Feb 13, 2026
Atlas Private Wealth Advisors History Added to 177,866 17,103 4.0% 3.88% 152 +13,444 8.18% Q4 2025 Feb 05, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 175,948 16,919 0.26% 0.31% 153 0 0.0% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 175,138 16,841 1.36% 1.27% 154 +23,845 15.76% Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 174,054 16,737 0.31% 0.29% 155 +19,781 12.82% Q4 2025 Jan 23, 2026
Haverford Trust Co History Added to 172,840 16,620 0.15% 0.14% 156 +6,783 4.08% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 171,652 16,506 0.43% 0.45% 157 -1,885 -1.09% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 171,273 16,470 0.04% 0.04% 158 +22,098 14.81% Q4 2025 Jan 26, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 168,547 16,207 0.04% 0.04% 159 0 0.0% Q4 2025 Jan 30, 2026
1607 Capital Partners, LLC History Reduced 168,466 16,199 1.1% 2.1% 160 -120,195 -41.64% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 168,337 16,187 0.3% 0.31% 161 +7,785 4.85% Q4 2025 Feb 17, 2026
WLTH Capital Management, LLC History New 165,862 16,123 12.47% 162 +165,862 New Q4 2025 Feb 24, 2026
AmeriServ Wealth Advisors History Reduced 166,429 16,003 9.3% 11.68% 163 -73,154 -30.53% Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 164,818 15,848 3.92% 164 +164,818 New Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History Reduced 164,014 15,771 0.18% 0.18% 165 -5,725 -3.37% Q4 2025 Feb 04, 2026
PFG Advisors History Added to 162,138 15,591 0.76% 0.63% 166 +3,796 2.4% Q4 2025 Jan 27, 2026
Trilogy Capital Inc. History Added to 159,681 15,354 0.69% 0.57% 167 +30,913 24.01% Q4 2025 Jan 22, 2026
Bulltick Wealth Management, LLC History Added to 159,494 15,336 3.26% 2.95% 168 +30,185 23.34% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Added to 158,986 15,288 2.15% 1.64% 169 +40,679 34.38% Q4 2025 Jan 20, 2026
Strategic Point Investment Advisors, LLC History Added to 156,560 15,054 2.08% 2.11% 170 +4,408 2.9% Q4 2025 Jan 15, 2026
Betterment LLC History Added to 151,812 14,598 0.03% 0.03% 171 +19,047 14.35% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 150,432 14,466 0.02% 0.01% 172 +82,163 120.35% Q4 2025 Feb 05, 2026
Cresset Asset Management, LLC History Added to 146,754 14,111 0.06% 0.06% 173 +7,351 5.27% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 146,232 14,089 0.1% 0.08% 174 +31,398 27.34% Q4 2025 Feb 17, 2026
Pacific Wealth Management History Added to 144,873 13,931 6.47% 6.58% 175 +9,390 6.93% Q4 2025 Feb 12, 2026
Prospera Financial Services Inc History Added to 143,719 13,819 0.23% 0.22% 176 +8,013 5.9% Q4 2025 Feb 09, 2026
Sound Financial Strategies Group, LLC History Reduced 143,321 13,781 9.73% 10.33% 177 -3,326 -2.27% Q4 2025 Feb 03, 2026
CIBC WORLD MARKET INC. History Added to 143,166 13,766 0.02% 0.02% 178 +12,909 9.91% Q4 2025 Feb 10, 2026
Werba Rubin Papier Wealth Management History Added to 142,988 13,749 3.73% 1.88% 179 +22,423 18.6% Q4 2025 Jan 27, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 140,577 13,517 0.76% 1.04% 180 -34,249 -19.59% Q4 2025 Feb 04, 2026
SkyOak Wealth, LLC History Added to 139,737 13,437 2.42% 2.29% 181 +14,194 11.31% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 139,134 13,379 0.09% 0.01% 182 +129,770 1385.84% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 137,240 13,196 0.28% 0.29% 183 +2,734 2.03% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 136,722 13,147 0.07% 0.07% 184 +6,112 4.68% Q4 2025 Feb 12, 2026
Waterloo Capital, L.P. History Added to 136,590 13,134 0.95% 0.92% 185 +8,329 6.49% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 133,004 12,789 0.1% 0.12% 186 +6,024 4.74% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 132,182 12,710 0.24% 0.31% 187 -29,891 -18.44% Q4 2025 Feb 12, 2026
MIDDLETON & CO INC/MA History Reduced 130,393 12,538 1.33% 1.39% 188 -2,698 -2.03% Q4 2025 Jan 29, 2026
William Howard & Co Financial Advisors Inc History Reduced 129,665 12,468 10.51% 10.88% 189 -2,863 -2.16% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 128,728 12,378 0.01% 0.01% 190 +16,827 15.04% Q4 2025 Feb 17, 2026
FIRST FOUNDATION ADVISORS History Reduced 126,295 12,144 0.46% 0.47% 191 -5,283 -4.02% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 125,140 12,033 2.03% 192 +125,140 New Q4 2025 Feb 12, 2026
Sollinda Capital Management LLC History Added to 123,474 11,873 3.03% 3.07% 193 +7,336 6.32% Q4 2025 Jan 15, 2026
Penserra Capital Management LLC History New 123,085 11,835 0.14% 194 +123,085 New Q4 2025 Feb 12, 2026
MERIDIAN MANAGEMENT CO History Added to 122,937 11,821 2.93% 2.87% 195 +11,782 10.6% Q4 2025 Feb 10, 2026
PARAGON CAPITAL MANAGEMENT INC History Added to 122,912 11,819 9.14% 8.73% 196 +1,874 1.55% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Added to 122,876 11,815 0.15% 0.15% 197 +3,577 3.0% Q4 2025 Feb 05, 2026
LINCOLN CAPITAL CORP History Added to 122,809 11,809 4.19% 3.7% 198 +16,147 15.14% Q4 2025 Jan 23, 2026
Cornerstone Planning, LLC History New 120,668 11,614 2.7% 199 +120,668 New Q4 2025 Mar 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 120,522 11,589 0.1% 0.09% 200 -1,130 -0.93% Q4 2025 Jan 05, 2026
Pallas Capital Advisors LLC History Added to 119,706 11,510 0.38% 0.38% 201 +11,618 10.75% Q4 2025 Jan 14, 2026
Sicart Associates LLC History Added to 118,605 11,405 3.03% 3.05% 202 +1,826 1.56% Q4 2025 Jan 14, 2026
IFG Advisory, LLC History Added to 118,345 11,380 0.5% 0.4% 203 +26,571 28.95% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Added to 118,222 11,368 0.95% 0.95% 204 +117 0.1% Q4 2025 Feb 13, 2026
Net Worth Advisory Group History Added to 116,720 11,223 2.27% 2.92% 205 +12,085 11.55% Q4 2025 Jan 14, 2026
Heck Capital Advisors, LLC History Reduced 116,222 11,175 0.83% 1.09% 206 -30,317 -20.69% Q4 2025 Jan 16, 2026
Estate Counselors, LLC History New 116,190 11,172 0.94% 207 +116,190 New Q4 2025 Feb 02, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 115,546 11,110 2.79% 2.68% 208 -5,314 -4.4% Q4 2025 Feb 06, 2026
Jessup Wealth Management, Inc History Added to 114,509 11,011 3.64% 3.92% 209 +5,384 4.93% Q4 2025 Feb 11, 2026
Hudock, Inc. History Added to 112,908 10,857 1.6% 1.65% 210 +138 0.12% Q4 2025 Feb 12, 2026
Advisors Preferred, LLC History Added to 111,154 10,679 1.74% 1.41% 211 +11,984 12.08% Q4 2025 Feb 02, 2026
COMERICA BANK History Added to 110,342 10,610 0.04% 0.03% 212 +21,290 23.91% Q4 2025 Jan 29, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 109,033 10,508 0.31% 0.21% 213 +74,449 215.27% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 107,834 10,369 0.35% 0.34% 214 +4,305 4.16% Q4 2025 Jan 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 107,548 10,341 0.0% 0.01% 215 -69,597 -39.29% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 106,999 10,288 0.07% 0.06% 216 +34,546 47.68% Q4 2025 Feb 18, 2026
Quinn Opportunity Partners LLC History Reduced 106,000 10,192 0.43% 0.75% 217 -4,000 -3.64% Q4 2025 Feb 13, 2026
Ameraudi Asset Management, Inc. History Added to 105,393 10,134 5.57% 5.22% 218 +15,861 17.72% Q4 2025 Feb 11, 2026
U S WEALTH GROUP, LLC. History New 104,786 10,076 6.64% 219 +104,786 New Q4 2025 Mar 17, 2026
Summit Financial, LLC History Reduced 104,573 10,055 0.15% 0.15% 220 -488 -0.46% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History Reduced 104,023 10,002 1.96% 2.02% 221 -407 -0.39% Q4 2025 Feb 05, 2026
Goodman Advisory Group, LLC History Added to 103,453 9,948 2.45% 2.32% 222 +6,760 6.99% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Added to 102,119 9,798 0.24% 0.24% 223 +9,842 10.67% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Reduced 101,564 9,766 0.05% 0.06% 224 -15,283 -13.08% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Added to 100,880 9,700 0.93% 1.74% 225 +18,166 21.96% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 99,898 9,606 0.25% 0.08% 226 +53,685 116.17% Q4 2025 Feb 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 99,542 9,571 0.14% 0.19% 227 -22,564 -18.48% Q4 2025 Jan 22, 2026
Summit Asset Management, LLC History Reduced 97,234 9,350 1.32% 3.0% 228 -104,983 -51.92% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History Added to 96,768 9,305 0.11% 0.01% 229 +87,151 906.22% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Added to 96,374 9,267 0.11% 0.11% 230 +516 0.54% Q4 2025 Feb 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 96,174 9,248 0.01% 231 +96,174 New Q4 2025 Feb 13, 2026
Bond & Devick Financial Network, Inc. History Added to 95,728 9,205 2.59% 2.58% 232 +6,719 7.55% Q4 2025 Jan 14, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 94,780 9,114 2.69% 2.83% 233 -672 -0.7% Q4 2025 Feb 13, 2026
Premier Path Wealth Partners, LLC History Added to 94,606 9,097 1.17% 1.1% 234 +5,704 6.42% Q4 2025 Jan 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 94,581 9,094 0.07% 0.07% 235 +4,680 5.21% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Added to 93,904 9,029 0.11% 0.08% 236 +6,524 7.47% Q4 2025 Feb 13, 2026
Summit Wealth Partners, LLC History Reduced 93,174 8,959 1.66% 1.7% 237 -4,384 -4.49% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 92,875 8,930 0.05% 0.03% 238 +42,810 85.51% Q4 2025 Jan 26, 2026
Janney Capital Management LLC History Reduced 92,531 8,898 0.56% 0.57% 239 -2,475 -2.61% Q4 2025 Feb 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 92,451 8,890 0.12% 0.12% 240 +91 0.1% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 92,039 8,850 0.05% 0.06% 241 +552 0.6% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 91,973 8,844 0.13% 0.12% 242 +4,245 4.84% Q4 2025 Feb 17, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 91,412 8,790 0.71% 0.75% 243 +1,128 1.25% Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History Added to 88,794 8,538 3.37% 0.04% 244 +87,798 8815.06% Q4 2025 Jan 20, 2026
SYNTAX RESEARCH, INC. History Added to 87,935 8,455 5.21% 4.98% 245 +7,638 9.51% Q4 2025 Feb 02, 2026
SCOTIA CAPITAL INC. History Reduced 87,054 8,371 0.03% 0.04% 246 -13,456 -13.39% Q4 2025 Feb 12, 2026
MTC Wealth Management LLC History Reduced 85,600 8,231 3.86% 3.88% 247 -757 -0.88% Q4 2025 Jan 15, 2026
Pinnacle Financial Partners, Inc. History New 83,412 8,020 0.06% 248 +83,412 New Q4 2025 Feb 18, 2026
STABLEFORD CAPITAL II LLC History Reduced 83,156 7,996 2.89% 3.57% 249 -19,238 -18.79% Q4 2025 Jan 13, 2026
Cadence Wealth Management LLC History Reduced 83,054 7,986 3.86% 7.4% 250 -63,477 -43.32% Q4 2025 Feb 06, 2026
One Day In July LLC History Reduced 82,766 7,958 0.65% 0.71% 251 -4,308 -4.95% Q4 2025 Feb 04, 2026
TUDOR INVESTMENT CORP ET AL History Added to 82,756 7,957 0.01% 11.55% 252 +56,964 220.86% Q4 2025 Feb 17, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 82,008 7,885 1.1% 1.22% 253 -5,917 -6.73% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 81,901 7,875 0.04% 0.03% 254 +20,493 33.37% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 152,030 7,692 0.01% 0.01% 255 +82,325 118.1% Q4 2025 Mar 09, 2026
OPPENHEIMER & CO INC History Added to 78,771 7,574 0.11% 0.06% 256 +24,088 44.05% Q4 2025 Feb 02, 2026
SummitTX Capital, L.P. History New 77,720 7,473 0.23% 257 +77,720 New Q4 2025 Feb 17, 2026
Rezny Wealth Management, Inc. History Reduced 77,204 7,423 1.5% 1.58% 258 -1,420 -1.81% Q4 2025 Feb 03, 2026
LEUTHOLD GROUP, LLC History Reduced 77,137 7,417 0.8% 0.82% 259 -542 -0.7% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Reduced 77,003 7,405 0.45% 0.61% 260 -23,997 -23.76% Q4 2025 Feb 13, 2026
Walleye Trading LLC History New 76,300 7,337 0.01% 261 +76,300 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 76,243 7,331 0.5% 0.54% 262 +2,344 3.17% Q4 2025 Feb 02, 2026
Wealth Enhancement Trust Services, Inc. History New 76,210 7,328 0.93% 263 +76,210 New Q4 2025 Jan 27, 2026
SHARPEPOINT LLC History Added to 74,859 7,198 4.31% 1.94% 264 +52,568 235.83% Q4 2025 Feb 11, 2026
Bison Wealth, LLC History New 75,586 7,171 0.81% 265 +75,586 New Q4 2025 Mar 24, 2026
Altman Advisors, Inc. History Added to 74,566 7,170 2.7% 2.31% 266 +12,004 19.19% Q4 2025 Feb 04, 2026
Thayer Partners, LLC / MA History New 73,345 7,052 3.43% 267 +73,345 New Q4 2025 Feb 05, 2026
WHI TRUST Co LLC History New 73,306 7,049 5.43% 268 +73,306 New Q4 2025 Feb 05, 2026
Tennessee Valley Asset Management Partners History Added to 72,551 6,976 0.9% 0.92% 269 +2,104 2.99% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 71,943 6,918 0.11% 0.06% 270 +40,859 131.45% Q4 2025 Mar 12, 2026
Acropolis Investment Management, LLC History Added to 71,174 6,844 0.31% 0.16% 271 +39,014 121.31% Q4 2025 Jan 14, 2026
White Pine Investment CO History Added to 70,753 6,804 1.6% 1.51% 272 +4,791 7.26% Q4 2025 Jan 28, 2026
Allianz Asset Management GmbH History New 70,200 6,750 0.01% 273 +70,200 New Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Added to 69,700 6,702 0.16% 0.15% 274 +8,284 13.49% Q4 2025 Feb 17, 2026
BCM ADVISORS, LLC History Added to 69,711 6,688 1.28% 1.29% 275 +3,891 5.91% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 68,972 6,632 0.39% 0.02% 276 +64,867 1580.19% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Added to 68,805 6,616 0.06% 0.04% 277 +39,404 134.02% Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. History Reduced 68,612 6,597 2.91% 2.98% 278 -285 -0.41% Q4 2025 Feb 05, 2026
RPg Family Wealth Advisory, LLC History Added to 68,586 6,595 1.45% 1.42% 279 +1,553 2.32% Q4 2025 Feb 13, 2026
Risk Paradigm Group, LLC History New 68,209 6,558 6.31% 280 +68,209 New Q4 2025 Feb 17, 2026
GAM Holding AG History No change 68,000 6,536 0.42% 0.41% 281 0 0.0% Q4 2025 Feb 17, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 67,561 6,496 0.71% 1.0% 282 -21,995 -24.56% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 66,958 6,438 0.27% 0.27% 283 +352 0.53% Q4 2025 Feb 09, 2026
AMG National Trust Bank History Added to 66,268 6,372 0.15% 0.15% 284 +1,641 2.54% Q4 2025 Jan 30, 2026
Anfield Capital Management, LLC History Added to 66,224 6,368 2.01% 1.87% 285 +342 0.52% Q4 2025 Feb 03, 2026
Diversify Advisory Services, LLC History Reduced 66,316 6,361 0.2% 0.23% 286 -3,458 -4.96% Q4 2025 Jan 23, 2026
FIRST INTERSTATE BANK History Added to 65,845 6,331 0.34% 0.32% 287 +5,242 8.65% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 65,694 6,317 1.11% 0.99% 288 +7,978 13.82% Q4 2025 Feb 09, 2026
MGO Private Wealth, LLC History Added to 65,365 6,285 3.89% 3.69% 289 +1,571 2.46% Q4 2025 Feb 10, 2026
Systelligence, LLC History Reduced 65,096 6,259 1.19% 1.9% 290 -38,929 -37.42% Q4 2025 Jan 22, 2026
Argo Wealth Advisory, LLC History New 64,720 6,223 3.72% 291 +64,720 New Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History Added to 64,643 6,216 0.14% 0.01% 292 +62,897 3602.35% Q4 2025 Feb 05, 2026
Litman Gregory Wealth Management LLC History Reduced 64,206 6,174 0.45% 0.47% 293 -1,039 -1.59% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 63,890 6,143 0.09% 0.09% 294 0 0.0% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 63,235 6,080 0.18% 0.19% 295 +1,700 2.76% Q4 2025 Feb 19, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 63,179 6,075 0.66% 0.65% 296 +1,631 2.65% Q4 2025 Jan 29, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 62,660 6,025 0.41% 0.53% 297 -18,461 -22.76% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History New 62,482 6,008 0.32% 298 +62,482 New Q4 2025 Feb 11, 2026
Brookstone Capital Management History Reduced 61,937 5,955 0.07% 0.11% 299 -34,059 -35.48% Q4 2025 Jan 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 61,656 5,928 0.08% 0.11% 300 -20,022 -24.51% Q4 2025 Feb 10, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 61,035 5,869 4.31% 4.24% 301 +1,750 2.95% Q4 2025 Feb 06, 2026
Benchmark Financial, LLC History New 61,016 5,867 5.85% 302 +61,016 New Q4 2025 Jan 27, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 60,222 5,790 0.01% 0.0% 303 +38,310 174.84% Q4 2025 Feb 17, 2026
Summit Global Investments History Added to 60,087 5,778 0.34% 0.33% 304 +1,359 2.31% Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 59,489 5,720 0.13% 0.13% 305 +1,218 2.09% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History Added to 59,469 5,718 0.03% 0.03% 306 +1,635 2.83% Q4 2025 Jan 12, 2026
Sun Financial Inc History New 58,617 5,636 3.14% 307 +58,617 New Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Reduced 57,732 5,551 0.03% 0.05% 308 -16,206 -21.92% Q4 2025 Jan 27, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 56,782 5,460 3.42% 3.57% 309 +526 0.94% Q4 2025 Feb 24, 2026
Tower Research Capital LLC (TRC) History Added to 56,120 5,396 0.13% 310 +56,111 623455.56% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 55,498 5,336 0.1% 0.1% 311 +6,987 14.4% Q4 2025 Jan 16, 2026
Values First Advisors, Inc. History Added to 55,499 5,336 2.77% 2.74% 312 +2,400 4.52% Q4 2025 Jan 30, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 54,845 5,273 1.12% 0.98% 313 -6,462 -10.54% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 53,978 5,190 0.08% 0.11% 314 -12,877 -19.26% Q4 2025 Feb 12, 2026
Aspire Capital Advisors LLC History Added to 53,177 5,113 1.2% 1.24% 315 +867 1.66% Q4 2025 Jan 16, 2026
Ballew Advisors, Inc History Added to 53,070 5,110 2.88% 2.78% 316 +1,738 3.39% Q4 2025 Jan 14, 2026
1832 Asset Management L.P. History Reduced 53,062 5,102 0.0% 0.0% 317 -451 -0.84% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Added to 52,914 5,089 1.47% 1.22% 318 +52 0.1% Q4 2025 Jan 29, 2026
Good Steward Wealth Advisors,LLC History Reduced 52,531 5,051 3.33% 3.58% 319 -1,130 -2.11% Q4 2025 Jan 22, 2026
One Degree Advisors Inc History Added to 52,081 5,008 1.38% 1.09% 320 +15,301 41.6% Q4 2025 Feb 06, 2026
Stablepoint Partners, LLC History Added to 51,992 4,999 0.78% 0.73% 321 +4,405 9.26% Q4 2025 Jan 13, 2026
Integrated Advisors Network LLC History Reduced 51,801 4,981 0.22% 0.22% 322 -1,313 -2.47% Q4 2025 Feb 17, 2026
Portside Wealth Group, LLC History Added to 50,754 4,880 0.66% 0.58% 323 +7,078 16.21% Q4 2025 Jan 21, 2026
Headlands Technologies LLC History Added to 50,660 4,871 0.41% 0.33% 324 +7,406 17.12% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 50,017 4,809 0.03% 0.03% 325 +2,440 5.13% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 49,575 4,767 2.02% 2.45% 326 -7,007 -12.38% Q4 2025 Jan 14, 2026
DDD Partners, LLC History Added to 49,424 4,752 0.3% 0.28% 327 +3,811 8.36% Q4 2025 Jan 22, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 47,743 4,590 1.92% 328 +47,743 New Q4 2025 Feb 13, 2026
Miller Financial Services LLC History Added to 47,417 4,559 5.35% 4.53% 329 +6,798 16.74% Q4 2025 Feb 12, 2026
NVWM, LLC History Added to 46,871 4,507 0.98% 0.94% 330 +3,543 8.18% Q4 2025 Jan 20, 2026
Moors & Cabot, Inc. History New 46,801 4,500 0.19% 331 +46,801 New Q4 2025 Feb 10, 2026
WARNER FINANCIAL, INC History Added to 45,969 4,420 1.53% 1.5% 332 +4,223 10.12% Q4 2025 Jan 21, 2026
AssuredPartners Investment Advisors, LLC History Added to 45,755 4,399 0.65% 0.25% 334 +33,896 285.83% Q4 2025 Feb 03, 2026
MY Wealth Management Inc. History Reduced 45,757 4,399 3.83% 3.93% 333 -734 -1.58% Q4 2025 Feb 10, 2026
Capital Advisors Wealth Management, LLC History Reduced 45,725 4,396 0.6% 0.63% 335 -9 -0.02% Q4 2025 Jan 21, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 45,267 4,352 0.14% 0.16% 336 -3,748 -7.65% Q4 2025 Jan 12, 2026
Sovran Advisors, LLC History Reduced 45,170 4,349 0.37% 0.39% 337 -264 -0.58% Q4 2025 Jan 20, 2026
Meridian Wealth Management, LLC History Added to 45,143 4,340 0.15% 0.16% 338 +2,117 4.92% Q4 2025 Feb 04, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 44,329 4,262 0.92% 1.25% 339 -10,791 -19.58% Q4 2025 Feb 02, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 43,782 4,210 0.01% 0.01% 340 -1,687 -3.71% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 43,643 4,196 0.08% 0.08% 341 +999 2.34% Q4 2025 Jan 07, 2026
Modera Wealth Management, LLC History Reduced 43,541 4,186 0.05% 0.05% 342 -392 -0.89% Q4 2025 Jan 21, 2026
Coastal Bridge Advisors, LLC History Added to 42,354 4,072 0.3% 0.3% 343 +1,832 4.52% Q4 2025 Feb 18, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 42,200 4,057 0.01% 0.01% 344 +1,338 3.27% Q4 2025 Jan 30, 2026
Riggs Asset Managment Co. Inc. History Added to 42,116 4,049 0.82% 0.87% 345 +289 0.69% Q4 2025 Jan 29, 2026
Sandbox Financial Partners, LLC History New 41,524 3,992 1.1% 346 +41,524 New Q4 2025 Jan 07, 2026
Veridan Wealth LLC History Added to 41,304 3,971 1.33% 1.31% 347 +1,751 4.43% Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 41,260 3,967 0.44% 0.46% 348 -80 -0.19% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Added to 41,103 3,952 0.05% 0.05% 349 +107 0.26% Q4 2025 Feb 05, 2026
Canal Capital Management, LLC History Added to 41,026 3,945 0.56% 0.55% 350 +2,745 7.17% Q4 2025 Jan 06, 2026
FreeGulliver LLC History Reduced 40,972 3,939 1.45% 1.9% 351 -3,149 -7.14% Q4 2025 Feb 12, 2026
Sage Advisory Services, Ltd.Co. History Reduced 40,583 3,902 2.13% 2.17% 352 -2,309 -5.38% Q4 2025 Jan 28, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 40,196 3,865 0.08% 0.12% 353 -24,304 -37.68% Q4 2025 Feb 05, 2026
Hershey Financial Advisers, LLC History Added to 40,100 3,856 3.26% 3.12% 354 +2,396 6.35% Q4 2025 Feb 18, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 39,960 3,843 1.08% 1.1% 355 -280 -0.7% Q4 2025 Feb 02, 2026
Belpointe Asset Management LLC History Added to 39,711 3,818 0.14% 0.11% 356 +10,481 35.86% Q4 2025 Jan 27, 2026
COURIER CAPITAL LLC History Added to 39,561 3,804 0.21% 0.03% 357 +33,579 561.33% Q4 2025 Jan 29, 2026
Wealthcare Capital Partners, LLC History Reduced 39,554 3,803 1.78% 1.76% 358 -125 -0.32% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History Added to 39,476 3,795 0.07% 0.07% 359 +5,879 17.5% Q4 2025 Feb 06, 2026
SSA SWISS ADVISORS AG History Reduced 39,403 3,789 1.77% 2.66% 360 -19,978 -33.64% Q4 2025 Feb 26, 2026
Boreal Capital Management LLC History Added to 38,835 3,734 2.82% 2.17% 361 +10,850 38.77% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 38,710 3,722 0.08% 0.16% 362 -32,503 -45.64% Q4 2025 Feb 03, 2026
PROMETHIUM ADVISORS,LLC History Added to 38,710 3,722 2.01% 1.86% 363 +5,034 14.95% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 38,679 3,719 0.0% 0.0% 364 +4,633 13.61% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 38,658 3,717 0.03% 0.04% 365 +1,653 4.47% Q4 2025 Jan 28, 2026
WEALTH ALLIANCE, LLC History Added to 38,658 3,717 0.36% 0.38% 366 +237 0.62% Q4 2025 Feb 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 38,181 3,671 0.43% 0.39% 367 +4,850 14.55% Q4 2025 Jan 27, 2026
Geneos Wealth Management Inc. History Reduced 38,159 3,669 0.09% 0.11% 368 -6,130 -13.84% Q4 2025 Jan 28, 2026
Spectrum Strategic Capital Management, LLC History Added to 38,129 3,666 1.95% 1.43% 369 +9,182 31.72% Q4 2025 Feb 05, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 37,891 3,643 1.55% 1.56% 370 +163 0.43% Q4 2025 Jan 22, 2026
SYKON CAPITAL LLC History Added to 37,343 3,590 1.15% 1.12% 371 +2,509 7.2% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History New 37,267 3,583 0.18% 372 +37,267 New Q4 2025 Jan 07, 2026
&PARTNERS History Added to 37,252 3,574 0.02% 0.02% 373 +3,074 8.99% Q4 2025 Feb 17, 2026
DOW CHEMICAL CO /DE/ History Added to 37,025 3,560 1.74% 1.36% 374 +217 0.59% Q4 2025 Feb 13, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 36,922 3,550 1.32% 1.31% 375 +1,590 4.5% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 36,831 3,547 0.01% 0.01% 376 -1,877 -4.85% Q4 2025 Feb 05, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 36,155 3,476 2.32% 2.32% 377 +708 2.0% Q4 2025 Feb 05, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 36,052 3,466 1.57% 1.69% 378 -426 -1.17% Q4 2025 Jan 16, 2026
Markin Asset Management, LP History New 35,984 3,460 3.8% 379 +35,984 New Q4 2025 Feb 13, 2026
Focused Wealth Management, Inc History Added to 35,340 3,398 0.35% 0.27% 380 +9,121 34.79% Q4 2025 Jan 29, 2026
Crabel Capital Management, LLC History Reduced 35,329 3,397 2.57% 3.57% 381 -6,001 -14.52% Q4 2025 Feb 17, 2026
Insight Wealth Partners, LLC History New 35,139 3,378 0.46% 383 +35,139 New Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Added to 35,133 3,378 0.1% 0.08% 382 +7,541 27.33% Q4 2025 Feb 17, 2026
FCA CORP /TX History Added to 35,056 3,370 0.95% 0.87% 384 +2,610 8.04% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Added to 34,703 3,337 0.37% 0.35% 385 +2,622 8.17% Q4 2025 Jan 15, 2026
Squarepoint Ops LLC History Added to 34,633 3,330 0.0% 0.0% 386 +6,900 24.88% Q4 2025 Feb 13, 2026
17 CAPITAL PARTNERS, LLC History Added to 34,459 3,313 1.71% 1.51% 387 +5,660 19.65% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 34,335 3,301 0.09% 0.09% 388 +2,066 6.4% Q4 2025 Jan 30, 2026
Solstein Capital, LLC History Added to 34,147 3,283 1.32% 0.04% 389 +32,392 1845.7% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 34,137 3,280 0.11% 0.1% 390 +7,538 28.34% Q4 2025 Jan 27, 2026
Capital Analysts, LLC History Reduced 33,977 3,268 0.1% 0.11% 391 -4,629 -11.99% Q4 2025 Feb 11, 2026
MFA Wealth Services History Added to 33,976 3,267 2.21% 2.14% 392 +1,910 5.96% Q4 2025 Jan 15, 2026
Voya Financial Advisors, Inc. History Added to 33,652 3,250 0.31% 0.26% 393 +5,614 20.02% Q4 2025 Feb 13, 2026
Dorsey Wright & Associates History Reduced 33,637 3,235 0.7% 0.75% 394 -1,138 -3.27% Q4 2025 Feb 20, 2026
PRUDENTIAL PLC History Reduced 32,956 3,169 0.03% 0.06% 395 -52,500 -61.44% Q4 2025 Feb 11, 2026
Lifeworks Advisors, LLC History Reduced 32,923 3,165 0.41% 0.71% 396 -22,133 -40.2% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 32,592 3,144 0.04% 0.04% 397 +2,184 7.18% Q4 2025 Jan 23, 2026
Silverleafe Capital Partners, LLC History Added to 32,694 3,143 0.93% 0.79% 398 +5,758 21.38% Q4 2025 Jan 12, 2026
Mirabaud & Cie SA History Reduced 32,335 3,109 1.0% 1.51% 399 -16,810 -34.2% Q4 2025 Jan 16, 2026
BEAM WEALTH ADVISORS, INC. History Added to 32,206 3,096 0.85% 0.83% 400 +603 1.91% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 31,962 3,073 0.04% 0.04% 401 -2,216 -6.48% Q4 2025 Jan 29, 2026
Integras Partners LLC History Added to 31,853 3,062 2.47% 2.34% 402 +1,880 6.27% Q4 2025 Jan 29, 2026
Insight Wealth Strategies, LLC History Reduced 31,650 3,043 0.35% 0.37% 403 -1,146 -3.49% Q4 2025 Jan 02, 2026
Dakota Wealth Management History Added to 31,270 3,006 0.05% 0.03% 404 +17,796 132.08% Q4 2025 Jan 13, 2026
CacheTech Inc. History New 31,235 3,003 0.56% 405 +31,235 New Q4 2025 Feb 18, 2026
J. Safra Sarasin Holding AG History Added to 31,177 2,997 0.05% 0.03% 406 +9,589 44.42% Q4 2025 Jan 15, 2026
Stordahl Capital Management, Inc. History Reduced 31,024 2,983 0.61% 0.67% 407 -1,835 -5.58% Q4 2025 Jan 27, 2026
Koshinski Asset Management, Inc. History Reduced 30,864 2,967 0.19% 0.22% 408 -3,312 -9.69% Q4 2025 Feb 03, 2026
Coppell Advisory Solutions LLC History Reduced 30,709 2,962 0.29% 0.32% 409 -307 -0.99% Q4 2025 Feb 17, 2026
VestGen Investment Management History Added to 30,750 2,956 1.64% 1.71% 410 +1,272 4.32% Q4 2025 Feb 18, 2026
Robertson Stephens Wealth Management, LLC History Added to 30,572 2,939 0.08% 0.09% 411 +91 0.3% Q4 2025 Feb 02, 2026
CSS LLC/IL History New 30,300 2,913 0.13% 412 +30,300 New Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 30,166 2,900 0.04% 0.04% 413 +9,725 47.58% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 29,987 2,883 0.13% 0.02% 414 +25,569 578.75% Q4 2025 Feb 05, 2026
Lido Advisors, LLC History Reduced 29,800 2,872 0.01% 0.01% 415 -450 -1.49% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Reduced 29,511 2,837 0.21% 0.22% 416 -536 -1.78% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 29,292 2,816 0.0% 0.0% 417 +5,137 21.27% Q4 2025 Feb 18, 2026
Dynamic Wealth Strategies, LLC History Reduced 29,204 2,808 1.67% 2.03% 418 -2,291 -7.27% Q4 2025 Feb 04, 2026
LWM ADVISORS INC History Added to 29,153 2,803 2.47% 2.51% 419 +221 0.76% Q4 2025 Jan 09, 2026
Boltwood Capital Management History Added to 28,900 2,779 0.72% 0.73% 420 +402 1.41% Q4 2025 Jan 02, 2026
Global View Capital Management LLC History Reduced 28,870 2,776 0.52% 0.86% 421 -13,122 -31.25% Q4 2025 Jan 14, 2026
LFA - Lugano Financial Advisors SA History No change 28,863 2,775 1.43% 1.46% 422 0 0.0% Q4 2025 Jan 29, 2026
CDKV HOLDINGS LLC History New 28,185 2,710 2.27% 423 +28,185 New Q4 2025 Feb 17, 2026
AVALON CAPITAL MANAGEMENT History Reduced 27,994 2,691 0.64% 2.21% 424 -65,443 -70.04% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Reduced 27,604 2,654 0.07% 0.07% 425 -229 -0.82% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 27,341 2,629 0.06% 0.06% 426 +657 2.46% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 27,050 2,601 0.05% 0.03% 427 +13,680 102.32% Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Added to 26,680 2,565 1.09% 1.36% 428 +499 1.91% Q4 2025 Feb 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 26,581 2,556 0.01% 0.01% 429 0 0.0% Q4 2025 Feb 09, 2026
Winthrop Capital Management, LLC History Added to 26,207 2,520 0.59% 0.61% 430 +8 0.03% Q4 2025 Feb 10, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 26,115 2,519 0.0% 431 +26,115 New Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History Reduced 25,880 2,488 0.31% 0.41% 432 -9,475 -26.8% Q4 2025 Jan 07, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 25,811 2,481 1.68% 1.43% 433 +3,432 15.34% Q4 2025 Feb 04, 2026
Trek Financial, LLC History New 25,675 2,468 0.14% 434 +25,675 New Q4 2025 Feb 04, 2026
Cypress Capital, LLC History Reduced 25,615 2,463 0.69% 0.72% 435 -594 -2.27% Q4 2025 Feb 06, 2026
TWO SIGMA INVESTMENTS, LP History New 25,436 2,445 0.0% 436 +25,436 New Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 25,220 2,425 0.09% 0.02% 437 +21,732 623.05% Q4 2025 Feb 09, 2026
Q Fund Management (Hong Kong) Ltd History No change 25,000 2,404 2.26% 1.67% 438 0 0.0% Q4 2025 Jan 14, 2026
EASTERN BANK History Reduced 24,639 2,369 0.04% 0.05% 439 -4,728 -16.1% Q4 2025 Jan 14, 2026
SEMITAM BONAM LLC History Added to 24,567 2,362 1.97% 2.03% 440 +1,052 4.47% Q4 2025 Jan 20, 2026
Amundi History No change 24,500 2,355 0.0% 0.0% 441 0 0.0% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 24,353 2,341 0.01% 0.01% 442 -17,078 -41.22% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 24,252 2,332 0.06% 0.14% 443 -30,376 -55.61% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Added to 23,946 2,302 0.14% 0.13% 444 +1,097 4.8% Q4 2025 Jan 30, 2026
Midwest Trust Co History Reduced 23,875 2,295 0.03% 0.03% 445 -910 -3.67% Q4 2025 Feb 04, 2026
Erickson Financial Group, LLC History Added to 23,702 2,279 1.4% 1.03% 446 +6,762 39.92% Q4 2025 Jan 21, 2026
Wealthspire Retirement, LLC History Added to 23,572 2,266 0.14% 0.11% 447 +5,714 32.0% Q4 2025 Feb 18, 2026
Circle Wealth Management, LLC History Reduced 23,249 2,235 0.03% 0.08% 448 -21,637 -48.2% Q4 2025 Feb 13, 2026
Purus Wealth Management, LLC History Added to 23,062 2,217 0.69% 0.61% 449 +3,169 15.93% Q4 2025 Jan 27, 2026
Align Financial, LLC History New 2,212 2,212 0.0% 450 +2,212 New Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History New 22,804 2,192 0.0% 451 +22,804 New Q4 2025 Feb 13, 2026
ETF Store, Inc. History Added to 22,804 2,192 2.24% 2.28% 452 +469 2.1% Q4 2025 Jan 22, 2026
Vident Advisory, LLC History Added to 22,685 2,181 0.02% 0.02% 453 +3,613 18.94% Q4 2025 Feb 18, 2026
Asset Management Group, Inc. History Reduced 22,554 2,168 0.35% 0.37% 454 -1,001 -4.25% Q4 2025 Feb 17, 2026
ORG Partners LLC History Added to 22,538 2,167 0.38% 0.4% 455 +39 0.17% Q4 2025 Jan 14, 2026
ABLE Financial Group, LLC History Added to 22,362 2,150 0.44% 0.36% 456 +5,255 30.72% Q4 2025 Jan 23, 2026
Formidable Asset Management, LLC History Added to 22,274 2,148 0.31% 0.31% 457 +1,564 7.55% Q4 2025 Jan 16, 2026
FIRST AMERICAN TRUST, FSB History Reduced 22,163 2,131 0.15% 0.16% 458 -227 -1.01% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Reduced 22,156 2,130 0.02% 0.03% 459 -1,754 -7.34% Q4 2025 Feb 06, 2026
REGATTA CAPITAL GROUP, LLC History Added to 21,909 2,106 0.32% 0.33% 460 +243 1.12% Q4 2025 Jan 13, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 21,817 2,097 0.08% 0.04% 461 +11,460 110.65% Q4 2025 Jan 28, 2026
TWO SIGMA SECURITIES, LLC History Added to 21,368 2,054 0.28% 0.03% 462 +19,170 872.16% Q4 2025 Feb 17, 2026
Robinson Value Management, Ltd. History Reduced 21,292 2,047 1.11% 1.2% 463 -246 -1.14% Q4 2025 Jan 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 21,231 2,041 0.04% 0.04% 464 +1,793 9.22% Q4 2025 Feb 18, 2026
Csenge Advisory Group History Added to 21,110 2,029 0.09% 0.05% 465 +9,490 81.67% Q4 2025 Feb 06, 2026
Savior LLC History Added to 20,871 2,006 7.25% 7.56% 466 +3,267 18.56% Q4 2025 Jan 15, 2026
Avidian Wealth Enterprises, LLC History Reduced 20,851 2,004 0.07% 0.08% 467 -47 -0.22% Q4 2025 Feb 02, 2026
Lake Hills Wealth Management, LLC History New 20,565 1,977 1.03% 468 +20,565 New Q4 2025 Jan 07, 2026
Mount Lucas Management LP History Reduced 20,479 1,969 0.79% 1.13% 469 -8,093 -28.32% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Added to 20,373 1,959 0.01% 0.01% 470 +1,675 8.96% Q4 2025 Feb 12, 2026
Ascent Group, LLC History Reduced 20,130 1,935 0.07% 0.08% 471 -1,903 -8.64% Q4 2025 Jan 20, 2026
ORG Wealth Partners, LLC History Reduced 19,932 1,916 0.45% 0.44% 472 -1,678 -7.76% Q4 2025 Jan 14, 2026
M Holdings Securities, Inc. History Added to 19,679 1,892 0.14% 0.32% 473 +4,054 25.95% Q4 2025 Feb 11, 2026
Midwest Professional Planners, LTD. History Added to 19,319 1,857 0.44% 0.44% 474 +649 3.48% Q4 2025 Feb 06, 2026
MFA WEALTH ADVISORS, LLC History Reduced 19,221 1,848 0.39% 0.45% 475 -2,292 -10.65% Q4 2025 Jan 14, 2026
Buck Wealth Strategies, LLC History Reduced 19,183 1,844 0.23% 0.29% 476 -2,974 -13.42% Q4 2025 Feb 03, 2026
Legacy Wealth Managment, LLC/ID History Added to 19,111 1,837 0.88% 0.79% 477 +981 5.41% Q4 2025 Feb 03, 2026
Etesian Wealth Advisors, Inc. History Added to 18,993 1,826 0.57% 0.28% 480 +10,195 115.88% Q4 2025 Feb 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 18,993 1,826 0.44% 0.42% 479 +1,482 8.46% Q4 2025 Feb 02, 2026
Biltmore Wealth Management, LLC History Added to 18,989 1,826 0.69% 0.69% 478 +363 1.95% Q4 2025 Jan 16, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 18,878 1,815 0.49% 0.01% 481 +18,753 15002.4% Q4 2025 Feb 09, 2026
waypoint wealth counsel History Reduced 18,853 1,812 0.66% 0.72% 482 -69 -0.36% Q4 2025 Jan 28, 2026
Matrix Trust Co History Reduced 18,270 1,757 0.29% 0.29% 483 -760 -3.99% Q4 2025 Jan 13, 2026
Independent Advisor Alliance History Added to 18,219 1,751 0.04% 0.04% 484 +656 3.74% Q4 2025 Feb 04, 2026
Strategic Blueprint, LLC History Added to 17,987 1,729 0.1% 0.07% 485 +1,286 7.7% Q4 2025 Jan 30, 2026
ShoreHaven Wealth Partners, LLC History Added to 17,972 1,728 0.62% 0.61% 486 +778 4.52% Q4 2025 Feb 10, 2026
DMC Group, LLC History Added to 17,896 1,720 1.15% 1.02% 487 +2,555 16.65% Q4 2025 Jan 21, 2026
Triad Wealth Partners, LLC History Added to 17,752 1,707 0.16% 0.11% 488 +8,963 101.98% Q4 2025 Jan 22, 2026
OLD MISSION CAPITAL LLC History Reduced 17,717 1,703 0.04% 0.23% 489 -102,949 -85.32% Q4 2025 Feb 17, 2026
SevenBridge Financial Group, LLC History Added to 17,630 1,694 0.27% 0.27% 490 +1,009 6.07% Q4 2025 Feb 02, 2026
IBEX WEALTH ADVISORS History Reduced 17,396 1,672 0.16% 0.16% 491 -156 -0.89% Q4 2025 Feb 17, 2026
SJBENEN ADVISORY, LLC History New 17,300 1,663 1.55% 492 +17,300 New Q4 2025 Jan 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 17,261 1,659 0.1% 0.07% 493 +4,789 38.4% Q4 2025 Jan 20, 2026
Biondo Investment Advisors, LLC History Added to 17,202 1,654 0.2% 0.2% 494 +545 3.27% Q4 2025 Feb 13, 2026
FLP Wealth Management, LLC History Reduced 1,923 1,653 3.9% 4.52% 495 -14,721 -88.45% Q4 2025 Jan 20, 2026
FIRST MANHATTAN CO. LLC. History Reduced 17,026 1,637 0.0% 0.01% 496 -9,934 -36.85% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 17,011 1,635 0.0% 497 +17,011 New Q4 2025 Jan 29, 2026
GTS SECURITIES LLC History New 16,982 1,632 0.06% 498 +16,982 New Q4 2025 Feb 13, 2026
SFG Wealth Management, LLC. History No change 16,967 1,631 0.64% 0.71% 499 0 0.0% Q4 2025 Feb 03, 2026
Clark Capital Management Group, Inc. History Reduced 16,947 1,629 0.01% 0.05% 500 -71,293 -80.79% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History New 16,805 1,615 0.0% 501 +16,805 New Q4 2025 Feb 02, 2026
Atlas Brown,Inc. History Added to 16,411 1,578 0.47% 0.45% 502 +649 4.12% Q4 2025 Jan 09, 2026
Composition Wealth, LLC History Added to 16,330 1,570 0.02% 0.02% 503 +298 1.86% Q4 2025 Feb 02, 2026
Crescent Grove Advisors, LLC History Added to 16,288 1,566 0.15% 0.12% 504 +2,642 19.36% Q4 2025 Feb 11, 2026
Prentice Wealth Management LLC History New 16,125 1,550 0.35% 505 +16,125 New Q4 2025 Jan 30, 2026
Edgestream Partners, L.P. History Reduced 15,779 1,517 0.04% 0.12% 506 -28,281 -64.19% Q4 2025 Feb 13, 2026
First International Bank of Israel Ltd. History Reduced 15,722 1,511 0.72% 0.9% 507 -775 -4.7% Q4 2025 Feb 12, 2026
FIDUCIENT ADVISORS LLC History Added to 15,702 1,509 0.19% 0.17% 508 +322 2.09% Q4 2025 Feb 10, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 15,533 1,498 0.41% 0.46% 509 -194 -1.23% Q4 2025 Jan 14, 2026
Prism Advisors, Inc. History Added to 15,501 1,490 0.4% 0.38% 510 +910 6.24% Q4 2025 Jan 23, 2026
United Advisor Group, LLC History New 15,357 1,476 0.18% 512 +15,357 New Q4 2025 Jan 26, 2026
Ausdal Financial Partners, Inc. History Added to 15,350 1,476 0.07% 0.06% 511 +3,522 29.78% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Added to 15,282 1,469 0.05% 0.04% 513 +9,339 157.14% Q4 2025 Feb 04, 2026
Capital Investment Advisory Services, LLC History Reduced 15,119 1,453 0.1% 0.12% 514 -101 -0.66% Q4 2025 Jan 21, 2026
Generation Capital Management LLC History Added to 15,086 1,450 0.94% 1.05% 515 +116 0.77% Q4 2025 Feb 13, 2026
Magnolia Private Wealth, LLC History Added to 14,975 1,440 1.01% 0.96% 516 +1,366 10.04% Q4 2025 Feb 06, 2026
Cascades Capital Asset Management, LLC History Added to 14,786 1,421 0.59% 0.43% 517 +4,653 45.92% Q4 2025 Feb 04, 2026
United Asset Strategies, Inc. History Reduced 14,712 1,414 0.11% 0.13% 518 -2,425 -14.15% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History New 14,568 1,400 0.04% 519 +14,568 New Q4 2025 Feb 10, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 14,555 1,399 0.09% 0.1% 520 -702 -4.6% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Added to 14,483 1,392 0.05% 0.02% 521 +10,089 229.61% Q4 2025 Jan 21, 2026
Wallace Advisory Group, LLC History Reduced 14,476 1,392 1.46% 1.28% 522 -2,101 -12.67% Q4 2025 Jan 23, 2026
WealthTrust Asset Management, LLC History Added to 14,461 1,390 0.97% 0.94% 524 +437 3.12% Q4 2025 Feb 04, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 14,465 1,390 0.05% 0.05% 523 +208 1.46% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 14,387 1,383 0.1% 0.11% 525 -698 -4.63% Q4 2025 Jan 20, 2026
XTX Topco Ltd History New 14,337 1,378 0.04% 526 +14,337 New Q4 2025 Feb 17, 2026
Clarity Financial LLC History Reduced 14,316 1,376 0.13% 0.16% 527 -2,381 -14.26% Q4 2025 Jan 28, 2026
KG&L Capital Management,LLC History Added to 14,154 1,361 0.34% 0.34% 528 +978 7.42% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 14,105 1,356 0.02% 0.03% 529 +1,100 8.46% Q4 2025 Feb 19, 2026
Israel Discount Bank of New York History Reduced 14,061 1,352 3.68% 8.38% 530 -15,278 -52.07% Q4 2025 Jan 28, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 14,056 1,351 0.06% 0.09% 531 -5,438 -27.9% Q4 2025 Feb 04, 2026
EVOKE WEALTH, LLC History Reduced 14,058 1,351 0.03% 0.03% 532 -2,168 -13.36% Q4 2025 Feb 06, 2026
CABANA LLC History New 13,975 1,343 10.06% 533 +13,975 New Q4 2025 Jan 28, 2026
Summa Corp. History Added to 13,912 1,337 0.57% 0.5% 534 +2,061 17.39% Q4 2025 Jan 21, 2026
Stratos Wealth Advisors, LLC History Reduced 13,824 1,329 0.06% 0.08% 535 -2,397 -14.78% Q4 2025 Jan 20, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 13,740 1,321 0.87% 0.04% 536 +13,056 1908.77% Q4 2025 Feb 10, 2026
FIFTH THIRD SECURITIES, INC. History Added to 13,719 1,319 0.09% 0.08% 537 +1,576 12.98% Q4 2025 Jan 23, 2026
Andina Capital Management, LLC History Reduced 13,582 1,306 0.79% 0.89% 538 -2,779 -16.99% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Reduced 13,563 1,304 0.13% 0.14% 539 -107 -0.78% Q4 2025 Jan 27, 2026
Sound View Wealth Advisors Group, LLC History No change 13,543 1,302 0.09% 0.09% 540 0 0.0% Q4 2025 Jan 08, 2026
FIRST COMMUNITY TRUST NA History Reduced 13,440 1,292 0.96% 1.13% 541 -1,745 -11.49% Q4 2025 Jan 16, 2026
VVR Holdings LLC History New 13,361 1,284 0.67% 542 +13,361 New Q4 2025 Feb 11, 2026
WEDBUSH SECURITIES INC History Added to 13,281 1,277 0.04% 0.04% 543 +843 6.78% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 13,188 1,268 0.09% 0.1% 544 -60 -0.45% Q4 2025 Feb 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 13,140 1,263 0.03% 0.03% 545 0 0.0% Q4 2025 Feb 02, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 13,071 1,256 0.06% 0.08% 546 +1,741 15.37% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 12,794 1,230 0.08% 0.08% 547 +1,339 11.69% Q4 2025 Feb 11, 2026
Nuveen, LLC History New 12,692 1,220 0.0% 548 +12,692 New Q4 2025 Feb 12, 2026
Valtrion Capital Management, LLC History Added to 12,566 1,208 1.2% 1.17% 549 +1,292 11.46% Q4 2025 Feb 11, 2026
Lewis Asset Management, LLC History Reduced 12,476 1,199 0.49% 0.52% 550 -682 -5.18% Q4 2025 Jan 15, 2026
Checchi Capital Advisers, LLC History Added to 12,454 1,197 0.06% 0.06% 551 +208 1.7% Q4 2025 Jan 27, 2026
Carr Financial Group Corp History New 12,397 1,192 0.32% 552 +12,397 New Q4 2025 Jan 09, 2026
Camarda Financial Advisors, LLC History Reduced 12,306 1,183 0.45% 0.47% 553 -793 -6.05% Q4 2025 Feb 17, 2026
HANOVER ADVISORS INC History Reduced 12,256 1,178 0.46% 0.46% 554 -123 -0.99% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 12,242 1,177 0.06% 0.06% 555 +432 3.66% Q4 2025 Jan 26, 2026
ZEVIN ASSET MANAGEMENT LLC History New 12,213 1,174 0.16% 556 +12,213 New Q4 2025 Feb 12, 2026
Cosner Financial Group, LLC History Reduced 12,199 1,173 0.6% 0.64% 557 -96 -0.78% Q4 2025 Jan 30, 2026
LEIGH BALDWIN & CO., LLC History Reduced 12,049 1,159 0.76% 0.66% 558 -28 -0.23% Q4 2025 Feb 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 12,044 1,158 0.43% 0.16% 559 +7,577 169.62% Q4 2025 Jan 21, 2026
Forza Wealth Management, LLC History Reduced 11,994 1,153 0.42% 0.44% 560 -5 -0.04% Q4 2025 Feb 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 11,989 1,152 0.02% 0.02% 561 +101 0.85% Q4 2025 Feb 06, 2026
Balefire, LLC History Added to 11,796 1,134 0.22% 0.23% 562 +25 0.21% Q4 2025 Jan 12, 2026
Wealthfront Advisers LLC History Added to 11,790 1,133 0.0% 0.0% 563 +4,075 52.82% Q4 2025 Jan 30, 2026
Capital Asset Advisory Services LLC History Reduced 11,765 1,132 0.05% 0.05% 564 -1,240 -9.53% Q4 2025 Jan 09, 2026
GeoWealth Management, LLC History Reduced 11,706 1,125 0.04% 0.05% 565 -1,261 -9.72% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 11,696 1,124 0.0% 0.0% 566 -25,739 -68.76% Q4 2025 Mar 20, 2026
Keating Financial Advisory Services, Inc. History New 11,686 1,123 0.15% 568 +11,686 New Q4 2025 Feb 09, 2026
Dedeker Financial LLC History New 11,685 1,123 1.01% 569 +11,685 New Q4 2025 Mar 31, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 11,683 1,123 0.89% 567 +11,683 New Q4 2025 Feb 11, 2026
Entelevest, LLC History New 11,675 1,122 1.12% 570 +11,675 New Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Added to 11,601 1,115 0.03% 0.02% 572 +4,057 53.78% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History Added to 11,604 1,115 0.08% 0.08% 571 +233 2.05% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Added to 11,417 1,097 0.01% 0.0% 573 +9,202 415.44% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Added to 11,417 1,097 0.28% 0.29% 574 +82 0.72% Q4 2025 Jan 27, 2026
CPR Investments Inc. History Reduced 11,406 1,096 0.74% 2.84% 575 -31,412 -73.36% Q4 2025 Jan 14, 2026
JB Capital LLC History Added to 11,300 1,086 0.04% 0.04% 576 +1,546 15.85% Q4 2025 Jan 20, 2026
ARWA LLC History New 11,173 1,074 0.63% 577 +11,173 New Q4 2025 Feb 27, 2026
Brookwood Investment Group LLC History Reduced 11,004 1,058 0.13% 0.14% 578 -13 -0.12% Q4 2025 Jan 22, 2026
Evelyn Partners Asset Management Ltd History Added to 10,990 1,056 0.25% 0.23% 579 +240 2.23% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 10,818 1,040 0.09% 0.05% 580 +4,764 78.69% Q4 2025 Jan 26, 2026
Rollins Financial Advisors, LLC History Reduced 10,805 1,039 0.15% 0.16% 582 -318 -2.86% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Reduced 10,809 1,039 0.02% 0.02% 581 -169 -1.54% Q4 2025 Feb 09, 2026
Hamlin Capital Management, LLC History No change 10,756 1,034 0.02% 0.02% 583 0 0.0% Q4 2025 Jan 07, 2026
Redwood Investment Management, LLC History New 10,661 1,025 0.12% 584 +10,661 New Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 10,631 1,022 0.0% 0.0% 585 -4 -0.04% Q4 2025 Feb 17, 2026
Keebeck Wealth Management History Added to 10,581 1,017 0.12% 0.04% 586 +6,911 188.31% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 10,574 1,016 0.06% 0.03% 587 +6,236 143.75% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History New 10,457 1,008 0.01% 588 +10,457 New Q4 2025 Jan 05, 2026
Lifetime Wealth Management P.C. History New 10,444 1,004 0.63% 589 +10,444 New Q4 2025 Mar 25, 2026
Vise Technologies, Inc. History New 10,433 1,003 0.02% 591 +10,433 New Q4 2025 Feb 11, 2026
Advance Capital Management, Inc. History Reduced 10,433 1,003 0.04% 0.05% 590 -1,034 -9.02% Q4 2025 Jan 06, 2026
Paragon Private Wealth Management, LLC History Reduced 10,393 999 0.31% 0.37% 592 -1,363 -11.59% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History Added to 10,309 991 0.03% 0.03% 593 +861 9.11% Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History Reduced 10,214 982 0.02% 0.02% 594 -81 -0.79% Q4 2025 Feb 05, 2026
BINGHAM PRIVATE WEALTH, LLC History New 10,212 981 0.85% 595 +10,212 New Q4 2025 Jan 23, 2026
Fortune Financial Advisors, LLC History Added to 10,179 978 0.66% 0.74% 596 +10 0.1% Q4 2025 Jan 23, 2026
King Wealth Management Group History Reduced 10,160 977 0.12% 0.12% 597 -128 -1.24% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Reduced 10,104 971 0.01% 0.01% 598 -1,245 -10.97% Q4 2025 Feb 03, 2026
FDx Advisors, Inc. History Added to 10,083 970 0.49% 0.29% 599 +17 0.17% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Added to 10,053 966 0.02% 0.02% 600 +1,675 19.99% Q4 2025 Jan 07, 2026
IF Advisors, LLC History New 10,018 963 0.78% 601 +10,018 New Q4 2025 Feb 10, 2026
TFB Advisors LLC History Added to 9,973 959 0.27% 0.24% 602 +1,453 17.05% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History New 9,918 953 0.5% 603 +9,918 New Q4 2025 Jan 21, 2026
BENJAMIN EDWARDS INC History Added to 9,823 944 0.01% 0.01% 604 +1,740 21.53% Q4 2025 Feb 02, 2026
FLAGSTAR ADVISORS INC History Reduced 9,813 943 0.32% 1.03% 605 -24,994 -71.81% Q4 2025 Jan 13, 2026
Roundview Capital LLC History Reduced 9,811 943 0.06% 0.06% 606 -291 -2.88% Q4 2025 Feb 09, 2026
Acorn Wealth Advisors, LLC History Reduced 9,716 934 0.28% 0.43% 607 -4,496 -31.64% Q4 2025 Feb 10, 2026
Phil A. Younker & Associates, Ltd. History No change 9,705 933 0.65% 0.72% 608 0 0.0% Q4 2025 Jan 27, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 9,688 931 0.37% 0.47% 609 -2,460 -20.25% Q4 2025 Jan 30, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 9,502 913 0.03% 0.03% 610 +406 4.46% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History New 9,468 910 0.03% 611 +9,468 New Q4 2025 Jan 20, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 9,440 907 0.0% 612 +9,440 New Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 9,306 897 0.06% 0.07% 613 -507 -5.17% Q4 2025 Jan 15, 2026
Clearstead Advisors, LLC History Reduced 9,322 896 0.01% 0.01% 614 -110 -1.17% Q4 2025 Feb 09, 2026
Bayshore Capital Advisors, LLC History New 9,270 891 0.44% 615 +9,270 New Q4 2025 Feb 05, 2026
TCP Asset Management, LLC History Added to 9,260 890 0.15% 0.16% 616 +15 0.16% Q4 2025 Jan 07, 2026
SeaCrest Wealth Management, LLC History Added to 8,946 863 0.09% 0.08% 617 +1,270 16.55% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Reduced 8,918 857 0.03% 0.04% 618 -1,616 -15.34% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History New 8,946 856 0.22% 619 +8,946 New Q4 2025 Jan 26, 2026
Rockingstone Advisors LLC History Reduced 8,835 849 0.39% 0.49% 620 -1,540 -14.84% Q4 2025 Jan 28, 2026
Constant Guidance Financial LLC History Reduced 8,645 831 0.58% 3.49% 622 -36,695 -80.93% Q4 2025 Feb 10, 2026
BANK HAPOALIM BM History Added to 8,642 831 0.07% 0.1% 621 +605 7.53% Q4 2025 Feb 17, 2026
Core Wealth Partners LLC History Added to 8,616 828 0.37% 0.3% 623 +1,950 29.25% Q4 2025 Feb 17, 2026
Quadrant Private Wealth Management, LLC History Added to 8,568 823 0.13% 0.15% 624 +216 2.59% Q4 2025 Jan 26, 2026
Financial Network Wealth Advisors LLC History Added to 8,399 807 0.84% 0.79% 625 +952 12.78% Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 8,326 800 0.21% 627 +8,326 New Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 8,329 800 0.07% 0.07% 626 0 0.0% Q4 2025 Feb 09, 2026
COLUMBIA ADVISORY PARTNERS LLC History New 8,304 798 0.54% 628 +8,304 New Q4 2025 Jan 22, 2026
NORDEN GROUP LLC History Reduced 8,267 794 0.08% 0.08% 629 -55 -0.66% Q4 2025 Jan 13, 2026
Kestra Investment Management, LLC History Reduced 8,232 791 0.02% 0.02% 630 -179 -2.13% Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History Added to 8,164 785 0.09% 0.1% 631 +2,293 39.06% Q4 2025 Feb 13, 2026
Legacy Private Trust Co. History Reduced 8,043 773 0.05% 0.06% 632 -1,776 -18.09% Q4 2025 Jan 08, 2026
Federation des caisses Desjardins du Quebec History Added to 8,026 771 0.0% 0.0% 633 +2,032 33.9% Q4 2025 Feb 12, 2026
SAGE ADVISORS, LLC History New 8,008 770 0.51% 634 +8,008 New Q4 2025 Jan 13, 2026
Fiduciary Alliance LLC History Added to 7,935 763 0.05% 0.05% 635 +110 1.41% Q4 2025 Jan 22, 2026
BridgePort Financial Solutions, LLC History No change 7,945 763 0.2% 0.21% 636 0 0.0% Q4 2025 Jan 16, 2026
EJMK Ventures LLC History New 7,783 748 0.46% 638 +7,783 New Q4 2025 Mar 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 7,780 748 0.02% 0.02% 637 +1,844 31.06% Q4 2025 Feb 13, 2026
Obermeyer Wealth Partners History Reduced 7,719 742 0.03% 0.04% 639 -275 -3.44% Q4 2025 Jan 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 7,694 739 0.08% 0.07% 640 +757 10.91% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History Reduced 7,639 734 0.03% 0.05% 641 -5,856 -43.39% Q4 2025 Jan 13, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 7,597 730 0.23% 0.43% 642 -5,882 -43.64% Q4 2025 Feb 10, 2026
Goelzer Investment Management, Inc. History Added to 7,524 723 0.03% 0.04% 643 +5 0.07% Q4 2025 Jan 14, 2026
Pathstone Holdings, LLC History New 7,478 719 0.0% 644 +7,478 New Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History New 7,555 714 0.07% 645 +7,555 New Q4 2025 Feb 17, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 7,295 701 0.02% 0.02% 646 -388 -5.05% Q4 2025 Jan 13, 2026
Pacifica Partners Inc. History Reduced 7,256 697 0.31% 0.25% 647 -43 -0.59% Q4 2025 Jan 09, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 7,137 694 0.3% 0.3% 648 -134 -1.84% Q4 2025 Feb 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Added to 7,168 689 0.2% 0.15% 649 +1,851 34.81% Q4 2025 Feb 04, 2026
First Citizens Asset Management, Inc. History Added to 7,148 687 0.24% 0.2% 651 +1,426 24.92% Q4 2025 Feb 05, 2026
Narus Financial Partners, LLC History Added to 7,150 687 0.19% 0.19% 650 +30 0.42% Q4 2025 Feb 09, 2026
AMARILLO NATIONAL BANK History Reduced 7,020 675 0.12% 0.12% 652 -209 -2.89% Q4 2025 Jan 28, 2026
Icon Wealth Advisors, LLC History Reduced 6,978 671 0.04% 0.09% 653 -7,364 -51.35% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 6,976 670 0.02% 0.02% 654 +261 3.89% Q4 2025 Feb 09, 2026
Advisor OS, LLC History Added to 6,947 667 0.05% 0.05% 655 +1,341 23.92% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History Added to 6,925 665 0.03% 0.03% 656 +4,139 148.56% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History New 6,881 661 0.02% 657 +6,881 New Q4 2025 Jan 20, 2026
Caitlin John, LLC History Added to 6,863 659 0.43% 0.21% 658 +3,755 120.82% Q4 2025 Feb 18, 2026
XY Planning Network, Inc. History New 6,850 658 0.11% 659 +6,850 New Q4 2025 Jan 26, 2026
Brickley Wealth Management History Added to 6,763 650 0.11% 0.11% 660 +35 0.52% Q4 2025 Jan 29, 2026
Faithward Advisors, LLC History Reduced 6,657 640 0.09% 0.1% 661 -331 -4.74% Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History Added to 6,636 638 0.07% 0.08% 662 +585 9.67% Q4 2025 Feb 11, 2026
Canandaigua National Trust Co of Florida History Added to 6,632 637 0.4% 0.17% 663 +4,348 190.37% Q4 2025 Jan 30, 2026
Ignite Planners, LLC History Reduced 6,647 637 0.1% 0.11% 664 -126 -1.86% Q4 2025 Feb 06, 2026
Two West Capital Advisors LLC History Added to 6,623 636 0.37% 0.35% 665 +702 11.86% Q4 2025 Jan 13, 2026
SAPIENT CAPITAL LLC History Reduced 6,582 635 0.01% 0.01% 666 -269 -3.93% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Added to 6,572 631 0.0% 0.0% 667 +1,641 33.28% Q4 2025 Feb 09, 2026
Cambridge Advisors Inc. History No change 6,571 631 0.12% 0.12% 668 0 0.0% Q4 2025 Jan 21, 2026
First Heartland Consultants, Inc. History Added to 6,511 626 0.05% 0.04% 669 +765 13.31% Q4 2025 Jan 09, 2026
Invst, LLC History Reduced 6,503 625 0.07% 0.08% 671 -1,086 -14.31% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 6,504 625 0.05% 0.05% 670 0 0.0% Q4 2025 Jan 07, 2026
Breakwater Capital Group History Added to 6,481 623 0.09% 0.08% 672 +517 8.67% Q4 2025 Jan 09, 2026
Prosperity Consulting Group, LLC History Reduced 6,426 617 0.03% 0.03% 673 -388 -5.69% Q4 2025 Feb 17, 2026
Vectors Research Management, LLC History Reduced 6,302 606 0.18% 0.2% 674 -358 -5.38% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 6,302 605 0.01% 0.01% 675 -1,429 -18.48% Q4 2025 Jan 22, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 6,299 605 0.44% 0.45% 676 -84 -1.32% Q4 2025 Feb 12, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 6,283 604 0.35% 0.32% 677 +558 9.75% Q4 2025 Jan 16, 2026
FIDUCIARY TRUST CO History Added to 6,253 601 0.01% 0.01% 678 +936 17.6% Q4 2025 Feb 13, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 6,240 600 0.1% 0.11% 679 -418 -6.28% Q4 2025 Feb 17, 2026
Quadcap Wealth Management, LLC History Added to 6,208 596 0.07% 0.07% 680 +95 1.55% Q4 2025 Jan 29, 2026
Maridea Wealth Management LLC History Added to 6,182 594 0.09% 0.09% 681 +176 2.93% Q4 2025 Jan 08, 2026
PATTEN & PATTEN INC/TN History Reduced 6,158 592 0.03% 0.04% 682 -425 -6.46% Q4 2025 Feb 03, 2026
Maltin Wealth Management, Inc. History New 6,145 590 0.23% 683 +6,145 New Q4 2025 Jan 15, 2026
Klaas Financial Asset Advisors, LLC History Reduced 6,109 587 0.09% 0.09% 684 -40 -0.65% Q4 2025 Jan 27, 2026
E&G Advisors, LP History No change 6,062 582 0.13% 0.14% 685 0 0.0% Q4 2025 Jan 23, 2026
Kinloch Capital, LLC History Added to 5,871 564 0.24% 0.25% 686 +46 0.79% Q4 2025 Feb 20, 2026
Gibbs Wealth Management History Reduced 5,847 563 0.14% 0.13% 687 -125 -2.09% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 5,833 560 0.12% 689 +5,833 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 5,830 560 0.0% 0.0% 688 +2,063 54.77% Q4 2025 Feb 17, 2026
Bowman & Co S.C. History Reduced 5,817 559 0.24% 0.29% 690 -1,289 -18.14% Q4 2025 Jan 23, 2026
WealthShield Partners, LLC History Reduced 5,787 556 0.06% 0.07% 691 -362 -5.89% Q4 2025 Feb 03, 2026
Archer Investment Corp History Reduced 5,785 556 0.13% 0.13% 692 -8 -0.14% Q4 2025 Jan 30, 2026
American Institute for Advanced Investment Management, LLP History Added to 5,782 555 0.36% 0.34% 693 +335 6.15% Q4 2025 Feb 04, 2026
BTS Asset Management, Inc. History Reduced 5,752 552 0.75% 0.75% 694 -303 -5.0% Q4 2025 Jan 26, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 5,710 549 0.25% 695 +5,710 New Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 5,688 547 0.06% 0.04% 696 +2,782 95.73% Q4 2025 Feb 17, 2026
5T Wealth, LLC History Reduced 5,639 542 0.22% 0.24% 697 -137 -2.37% Q4 2025 Jan 27, 2026
Algorithmic Investment Models, LLC History Added to 5,614 539 0.66% 0.36% 698 +39 0.7% Q4 2025 Feb 10, 2026
Tyche Wealth Partners LLC History New 5,568 535 0.08% 700 +5,568 New Q4 2025 Jan 23, 2026
Prestige Wealth Management Group LLC History Added to 5,567 535 0.1% 0.02% 699 +4,574 460.62% Q4 2025 Feb 11, 2026
Maia Wealth LLC History Added to 5,524 534 0.09% 0.08% 701 +820 17.43% Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Reduced 5,552 533 0.05% 0.07% 702 -998 -15.24% Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 6,032 532 0.01% 0.01% 703 +1,185 24.45% Q4 2025 Feb 11, 2026
Ransom Advisory, Ltd History New 5,502 529 0.21% 704 +5,502 New Q4 2025 Jan 06, 2026
BANQUE PICTET & CIE SA History Reduced 5,456 524 0.0% 0.0% 705 -617 -10.16% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Added to 5,419 521 0.01% 0.0% 706 +3,692 213.78% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,415 520 0.01% 0.01% 707 -80 -1.46% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History No change 5,400 519 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 5,380 517 0.12% 0.09% 709 +1,359 33.8% Q4 2025 Jan 12, 2026
AlTi Global, Inc. History No change 5,373 516 0.01% 0.01% 710 0 0.0% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History New 5,364 515 0.01% 711 +5,364 New Q4 2025 Feb 10, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 5,337 513 0.04% 0.03% 712 +1,180 28.39% Q4 2025 Jan 27, 2026
Advisors Asset Management, Inc. History Reduced 5,320 511 0.01% 0.01% 713 -1,985 -27.17% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Reduced 5,266 506 0.04% 0.04% 714 -120 -2.23% Q4 2025 Jan 07, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 5,225 502 0.09% 715 +5,225 New Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History New 5,154 495 0.0% 716 +5,154 New Q4 2025 Feb 17, 2026
Cresta Advisors, Ltd. History New 5,140 494 0.21% 717 +5,140 New Q4 2025 Feb 03, 2026
M3 Advisory Group, LLC History Reduced 5,147 494 0.3% 0.37% 718 -1,008 -16.38% Q4 2025 Jan 16, 2026
Joel Adams & Associates, Inc. History Added to 5,082 488 0.37% 0.37% 719 +350 7.4% Q4 2025 Jan 27, 2026
Cadence Bank History Reduced 5,040 484 0.03% 0.04% 720 -2,335 -31.66% Q4 2025 Jan 30, 2026
Eddie Patel Inc History New 5,022 482 0.36% 721 +5,022 New Q4 2025 Feb 17, 2026
Ducere Wealth Management LLC History New 5,022 482 0.19% 722 +5,022 New Q4 2025 Feb 17, 2026
WAYSTONE ADVISORS LLC History New 4,964 477 0.41% 724 +4,964 New Q4 2025 Feb 09, 2026
Independent Family Office, LLC History Reduced 4,969 477 0.2% 0.37% 723 -4,213 -45.88% Q4 2025 Feb 13, 2026
Davies Financial Advisors, Inc. History Reduced 4,948 475 0.88% 1.23% 725 -10,743 -68.47% Q4 2025 Jan 27, 2026
Innova Wealth Partners History Added to 4,930 474 0.24% 0.23% 726 +525 11.92% Q4 2025 Jan 07, 2026
Montecito Bank & Trust History Reduced 4,901 471 0.08% 0.07% 727 -50 -1.01% Q4 2025 Jan 09, 2026
EFG International AG History New 4,880 469 0.01% 729 +4,880 New Q4 2025 Feb 17, 2026
Axis Wealth Partners, LLC History Reduced 4,877 469 0.26% 0.49% 728 -3,860 -44.18% Q4 2025 Jan 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 4,868 468 0.03% 0.04% 730 -637 -11.57% Q4 2025 Feb 06, 2026
DKM Wealth Management, Inc. History Reduced 4,828 464 0.35% 0.39% 731 -155 -3.11% Q4 2025 Jan 12, 2026
Larry Mathis Financial Planning, LLC History New 4,811 462 0.41% 733 +4,811 New Q4 2025 Mar 11, 2026
D.A. DAVIDSON & CO. History Reduced 4,814 462 0.0% 0.0% 732 -52 -1.07% Q4 2025 Jan 29, 2026
City Center Advisors, LLC History Added to 4,785 460 0.42% 0.38% 734 +686 16.74% Q4 2025 Jan 05, 2026
Pinnacle Wealth Management Group, Inc. History Added to 4,781 459 0.23% 0.22% 735 +325 7.29% Q4 2025 Jan 23, 2026
WealthCare Investment Partners, LLC History Reduced 4,759 457 0.13% 0.28% 737 -4,190 -46.82% Q4 2025 Jan 06, 2026
GM Advisory Group, LLC History Reduced 4,755 457 0.02% 0.02% 736 -406 -7.87% Q4 2025 Feb 13, 2026
Oxford Wealth Group, LLC History New 4,712 453 0.22% 739 +4,712 New Q4 2025 Feb 10, 2026
Realta Investment Advisors History Reduced 4,720 453 0.15% 0.16% 738 -182 -3.71% Q4 2025 Jan 20, 2026
Jaffetilchin Investment Partners, LLC History Reduced 4,681 450 0.03% 0.04% 740 -1,974 -29.66% Q4 2025 Jan 15, 2026
Intergy Private Wealth, LLC History No change 4,688 450 0.14% 0.14% 741 0 0.0% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 4,636 445 0.01% 0.01% 742 +205 4.63% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 4,627 444 0.05% 0.05% 743 +137 3.05% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 4,590 441 0.01% 0.01% 744 +95 2.11% Q4 2025 Feb 03, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 4,584 440 0.2% 0.29% 745 -1,877 -29.05% Q4 2025 Jan 14, 2026
SouthState Bank Corp History Added to 4,563 438 0.02% 0.01% 746 +1,438 46.02% Q4 2025 Feb 11, 2026
Golden State Equity Partners History Reduced 4,537 436 0.07% 0.22% 747 -9,100 -66.73% Q4 2025 Jan 29, 2026
Glaxis Capital Management, LLC History New 4,500 432 0.74% 748 +4,500 New Q4 2025 Feb 12, 2026
Vanguard Capital Wealth Advisors History Reduced 4,484 431 0.34% 0.36% 749 -244 -5.16% Q4 2025 Jan 16, 2026
Zhang Financial LLC History New 4,463 429 0.02% 750 +4,463 New Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 4,455 428 0.0% 0.0% 751 -2,683 -37.59% Q4 2025 Feb 13, 2026
BLALOCK WILLIAMS, LLC History Reduced 4,427 425 0.34% 0.39% 752 -189 -4.09% Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Reduced 4,390 422 0.01% 0.01% 753 -2,152 -32.9% Q4 2025 Jan 13, 2026
HOWE & RUSLING INC History Added to 4,377 420 0.03% 0.01% 754 +2,941 204.81% Q4 2025 Feb 17, 2026
CWC Advisors, LLC. History Reduced 4,335 416 0.2% 0.23% 755 -594 -12.05% Q4 2025 Jan 26, 2026
AMERIFLEX GROUP, INC. History Reduced 4,322 415 0.22% 0.23% 756 -1,986 -31.48% Q4 2025 Feb 18, 2026
Texas Bank & Trust Co History Added to 4,307 414 0.15% 0.12% 758 +1,050 32.24% Q4 2025 Feb 06, 2026
CAMBIAR INVESTORS LLC History No change 4,313 414 0.02% 0.02% 757 0 0.0% Q4 2025 Jan 23, 2026
Carrera Capital Advisors History Reduced 4,301 413 0.07% 0.08% 759 -272 -5.95% Q4 2025 Jan 30, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 4,277 411 0.09% 0.12% 760 -2,003 -31.89% Q4 2025 Jan 15, 2026
J.E. Simmons & Co., P.C. History New 4,226 406 0.26% 761 +4,226 New Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 4,206 404 0.0% 0.0% 762 -109 -2.53% Q4 2025 Jan 30, 2026
Hyundai Investments Co., Ltd. History New 4,186 403 0.39% 763 +4,186 New Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 4,192 403 0.02% 0.02% 764 +1,312 45.56% Q4 2025 Feb 03, 2026
REGIONS FINANCIAL CORP History New 4,178 401 0.0% 765 +4,178 New Q4 2025 Jan 27, 2026
GUIDANCE CAPITAL, INC History Reduced 4,177 400 0.1% 0.27% 766 -6,511 -60.92% Q4 2025 Jan 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 4,165 400 0.03% 0.05% 767 -3,696 -47.02% Q4 2025 Feb 12, 2026
Stanley-Laman Group, Ltd. History Added to 4,133 397 0.05% 0.05% 769 +732 21.52% Q4 2025 Jan 23, 2026
WESPAC Advisors, LLC History No change 4,135 397 0.22% 0.23% 768 0 0.0% Q4 2025 Jan 14, 2026
CCG WEALTH MANAGEMENT, LLC History New 4,104 394 0.17% 771 +4,104 New Q4 2025 Jan 21, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 4,100 394 0.0% 0.0% 770 0 0.0% Q4 2025 Feb 02, 2026
CAMBIENT FAMILY OFFICE, LLC History New 4,082 392 0.06% 773 +4,082 New Q4 2025 Feb 20, 2026
Berger Financial Group, Inc History Reduced 4,079 392 0.02% 0.02% 772 -85 -2.04% Q4 2025 Jan 27, 2026
High Falls Advisors, Inc History Reduced 4,062 390 0.08% 0.08% 774 -192 -4.51% Q4 2025 Feb 18, 2026
Evolution Wealth Advisors, LLC History No change 4,031 387 0.04% 0.05% 775 0 0.0% Q4 2025 Jan 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 4,006 385 0.02% 0.02% 776 +1,028 34.52% Q4 2025 Feb 10, 2026
Westfuller Advisors, LLC History No change 3,959 380 0.15% 0.17% 777 0 0.0% Q4 2025 Jan 21, 2026
Gaddis Premier Wealth Advisors LLC History New 3,931 378 0.29% 779 +3,931 New Q4 2025 Feb 11, 2026
American Financial Advisors, LLC History Reduced 3,932 378 0.05% 0.06% 778 -1,043 -20.96% Q4 2025 Feb 03, 2026
Triumph Capital Management History New 3,913 376 0.08% 780 +3,913 New Q4 2025 Feb 12, 2026
Copia Wealth Management History Added to 3,914 376 0.27% 0.11% 781 +2,397 158.01% Q4 2025 Feb 06, 2026
Lunt Capital Management, Inc. History Added to 3,902 375 0.14% 0.14% 782 +166 4.44% Q4 2025 Jan 23, 2026
Braeburn Wealth Management LLC History New 3,874 372 0.19% 783 +3,874 New Q4 2025 Feb 18, 2026
Benin Management CORP History New 3,793 364 0.08% 784 +3,793 New Q4 2025 Jan 12, 2026
StoneX Group Inc. History Added to 3,751 360 0.02% 0.01% 785 +374 11.07% Q4 2025 Feb 12, 2026
Centennial Bank/AR/ History Reduced 3,747 360 0.14% 0.15% 786 -182 -4.63% Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 3,723 358 0.05% 0.05% 787 -300 -7.46% Q4 2025 Jan 26, 2026
Aurora Private Wealth, Inc. History New 3,670 353 0.23% 789 +3,670 New Q4 2025 Feb 02, 2026
Pinnacle Bancorp, Inc. History Reduced 3,675 353 0.1% 0.15% 788 -1,468 -28.54% Q4 2025 Jan 22, 2026
Patten Group, Inc. History Reduced 3,668 352 0.07% 0.08% 790 -514 -12.29% Q4 2025 Jan 23, 2026
International Private Wealth Advisors LLC History New 3,660 351 0.22% 791 +3,660 New Q4 2025 Jan 14, 2026
CALTON & ASSOCIATES, INC. History Reduced 3,649 350 0.05% 0.07% 792 -1,143 -23.85% Q4 2025 Feb 10, 2026
Strathmore Capital Advisors, Inc. History No change 3,566 342 0.11% 0.14% 793 0 0.0% Q4 2025 Feb 13, 2026
Tull Financial Group, Inc. History Added to 3,547 341 0.15% 0.15% 794 +44 1.26% Q4 2025 Feb 12, 2026
SageGuard Financial Group, LLC History New 3,531 339 0.05% 795 +3,531 New Q4 2025 Jan 27, 2026
TSA Wealth Managment LLC History Added to 3,493 335 0.11% 0.11% 796 +232 7.11% Q4 2025 Jan 22, 2026
NWAM LLC History Reduced 3,475 333 0.02% 0.02% 797 -46 -1.31% Q4 2025 Feb 04, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 3,450 331 0.04% 0.04% 798 0 0.0% Q4 2025 Jan 20, 2026
R. W. Roge & Company, Inc. History No change 3,444 331 0.16% 0.17% 799 0 0.0% Q4 2025 Jan 23, 2026
Yoder Wealth Management, Inc. History No change 3,445 329 0.15% 0.16% 800 0 0.0% Q4 2025 Jan 22, 2026