iSHARES TRUST - IVE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Added to 28,393,408 6,021,389 1.79% 1.31% 1 +6,272,019 28.35% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 18,748,246 3,975,940 0.25% 0.22% 2 +821,872 4.58% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 15,278,856 3,240,187 0.19% 0.18% 3 +1,068,945 7.52% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 11,014,459 2,335,836 0.64% 0.51% 4 +2,466,847 28.86% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 9,275,417 1,967,037 0.14% 0.12% 5 +878,460 10.46% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 6,264,139 1,328,435 0.24% 0.24% 6 +120,153 1.96% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 3,534,890 749,644 0.12% 0.12% 7 -69,888 -1.94% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 3,409,979 723,154 0.79% 0.67% 8 +627,109 22.53% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 3,250,570 689,349 0.62% 0.57% 9 +230,880 7.65% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 3,079,839 653,287 0.15% 0.14% 10 +43,345 1.43% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 2,938,214 623,107 0.01% 0.01% 11 +948,863 47.7% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 2,579,248 546,981 1.48% 1.17% 12 +702,987 37.47% Q4 2025 Jan 26, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,540,243 538,709 1.89% 1.31% 13 +816,767 47.39% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 2,467,550 523,293 4.43% 2.83% 14 +710,518 40.44% Q4 2025 Jan 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,343,536 496,993 0.27% 0.3% 15 -24,225 -1.02% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 2,103,532 446,095 1.09% 0.78% 16 +689,967 48.81% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,845,630 391,402 0.12% 0.11% 17 +153,145 9.05% Q4 2025 Feb 18, 2026
Lido Advisors, LLC History Added to 1,862,991 386,816 1.16% 1.16% 18 +74,655 4.17% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 1,714,477 363,589 0.04% 0.04% 19 +151,459 9.69% Q4 2025 Mar 25, 2026
Janney Montgomery Scott LLC History Added to 1,470,999 311,955 0.72% 0.52% 20 +405,698 38.08% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 1,347,733 285,813 0.05% — 21 +1,347,733 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 1,225,078 259,800 0.3% 0.17% 22 +702,252 134.32% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 1,191,076 252,609 0.3% 0.3% 23 +75,038 6.72% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 1,178,292 249,880 0.04% 0.03% 24 +391,397 49.74% Q4 2025 Feb 10, 2026
Cassaday & Co Wealth Management LLC History Added to 1,153,776 244,681 5.16% 0.16% 25 +1,119,709 3286.78% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,084,807 230,055 0.31% 0.27% 26 +59,969 5.85% Q4 2025 Feb 12, 2026
MAI Capital Management History Reduced 1,017,802 215,845 1.24% 1.31% 27 -3,158 -0.31% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,001,643 212,418 2.78% 2.17% 28 +277,046 38.23% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Added to 989,897 209,927 2.06% 1.52% 29 +271,834 37.86% Q4 2025 Feb 13, 2026
SOFI WEALTH, LLC History Added to 975,625 206,900 10.32% 10.73% 30 +10,708 1.11% Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Added to 965,441 204,741 1.12% 0.68% 31 +339,449 54.23% Q4 2025 Jan 29, 2026
JB Capital LLC History Added to 920,131 195,132 7.97% 5.76% 32 +273,921 42.39% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History Added to 915,221 194,090 0.7% 0.66% 33 +211,545 30.06% Q4 2025 Feb 18, 2026
FMR LLC History Reduced 820,088 173,915 0.01% 0.01% 34 -6,815 -0.82% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 819,173 173,731 0.56% 0.59% 35 -29,826 -3.51% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Added to 741,583 157,427 0.23% 0.21% 36 +22,553 3.14% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 731,518 155,133 0.93% 0.8% 37 +194,625 36.25% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 684,489 145,674 7.59% 7.43% 38 +28,170 4.29% Q4 2025 Mar 04, 2026
HighTower Advisors, LLC History Added to 659,565 139,874 0.15% 0.15% 39 +4,997 0.76% Q4 2025 Feb 06, 2026
LVZ, Inc. History Reduced 592,080 125,562 14.04% 13.97% 40 -3,246 -0.55% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 590,205 125,164 0.17% 0.15% 41 +46,151 8.48% Q4 2025 Feb 02, 2026
Calamos Wealth Management LLC History Added to 585,396 124,144 4.28% 4.29% 42 +8,292 1.44% Q4 2025 Jan 29, 2026
Align Financial, LLC History New 116,639 116,639 0.07% — 43 +116,639 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 537,140 113,911 0.68% 0.72% 44 -35,220 -6.15% Q4 2025 Feb 09, 2026
Advocacy Wealth Management, LLC History Added to 525,282 111,396 4.66% 3.31% 45 +155,790 42.16% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 514,397 109,088 0.29% 0.24% 46 +90,770 21.43% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 483,614 102,560 0.06% 0.06% 47 +57,829 13.58% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 466,762 98,986 0.12% 0.1% 48 +75,697 19.36% Q4 2025 Jan 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 452,678 95,999 1.45% 1.56% 49 -26,643 -5.56% Q4 2025 Jan 22, 2026
Ascent Group, LLC History Added to 426,679 90,485 3.09% 2.26% 50 +116,756 37.67% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 409,484 86,839 0.16% 0.14% 51 +63,695 18.42% Q4 2025 Mar 16, 2026
HOME FEDERAL BANK OF TENNESSEE History Added to 393,163 83,377 21.67% 21.67% 52 +872 0.22% Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 383,069 81,237 0.47% 0.36% 53 +106,482 38.5% Q4 2025 Jan 26, 2026
Betterment LLC History Reduced 369,725 78,408 0.15% 0.15% 54 -8,573 -2.27% Q4 2025 Feb 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 363,813 77,153 0.58% 0.61% 55 -5,993 -1.62% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 350,736 74,380 0.31% 0.32% 56 +7,363 2.14% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 341,229 72,364 0.29% 0.28% 57 -19,637 -5.44% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 332,889 70,921 0.13% 0.11% 58 +72,120 27.66% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 331,044 70,204 0.33% 0.28% 59 +58,090 21.28% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Reduced 330,081 70,000 1.0% 1.1% 60 -26,826 -7.52% Q4 2025 Feb 02, 2026
Austin Private Wealth, LLC History Added to 329,691 69,917 5.2% 3.73% 61 +91,736 38.55% Q4 2025 Jan 20, 2026
LPWM LLC History Added to 329,407 69,857 17.62% 17.48% 62 +12,135 3.82% Q4 2025 Jan 06, 2026
Atria Investments, Inc History Added to 324,082 68,727 0.78% 0.52% 63 +105,827 48.49% Q4 2025 Feb 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 312,700 66,314 0.09% 0.1% 64 -14,500 -4.43% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 312,076 66,182 1.97% 1.96% 65 -892 -0.29% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Added to 308,993 65,528 1.59% 1.07% 66 +97,583 46.16% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 296,779 62,937 0.02% 0.02% 67 +26,311 9.73% Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History Added to 295,108 62,583 3.51% 3.49% 68 +8 0.0% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 295,029 62,566 0.43% 0.39% 69 +41,337 16.29% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 294,478 62,449 0.1% 0.09% 70 +12,454 4.42% Q4 2025 Feb 13, 2026
Probity Advisors, Inc. History Reduced 292,640 62,060 9.94% 9.84% 71 -1,229 -0.42% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 290,215 61,545 0.04% 0.04% 72 -2,158 -0.74% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Reduced 285,652 60,578 0.75% 0.79% 73 -10,191 -3.44% Q4 2025 Jan 26, 2026
Icon Wealth Advisors, LLC History Added to 285,616 60,570 4.04% 2.85% 74 +82,017 40.28% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 265,987 56,407 0.01% 0.01% 75 +1,475 0.56% Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History Added to 264,985 56,195 1.37% 1.34% 76 +22,847 9.44% Q4 2025 Feb 09, 2026
AMARILLO NATIONAL BANK History Reduced 258,447 54,808 9.63% 9.64% 77 -7,121 -2.68% Q4 2025 Jan 28, 2026
Modern Wealth Management, LLC History Added to 256,478 54,391 0.99% 0.91% 78 +33,655 15.1% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Reduced 245,312 52,023 0.97% 1.03% 79 -64 -0.03% Q4 2025 Feb 06, 2026
Strategic Point Investment Advisors, LLC History Added to 241,741 51,266 7.09% 7.06% 80 +3,784 1.59% Q4 2025 Jan 15, 2026
World Investment Advisors History Added to 240,141 50,926 0.83% 0.07% 81 +223,786 1368.3% Q4 2025 Mar 12, 2026
FIFTH THIRD BANCORP History Reduced 239,291 50,746 0.16% 0.16% 82 -6,597 -2.68% Q4 2025 Feb 02, 2026
REGIONS FINANCIAL CORP History New 234,089 49,643 0.32% — 83 +234,089 New Q4 2025 Jan 27, 2026
Financial Engines Advisors L.L.C. History Reduced 231,400 49,072 0.09% 0.09% 84 -6,827 -2.87% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 223,947 47,492 2.84% 1.36% 85 +110,058 96.64% Q4 2025 Jan 20, 2026
MGO ONE SEVEN LLC History Added to 216,369 45,885 0.94% 0.53% 86 +105,533 95.22% Q4 2025 Feb 03, 2026
West Wealth Group, LLC History Added to 214,431 45,474 9.43% 9.49% 87 +10,544 5.17% Q4 2025 Jan 26, 2026
Baker Avenue Asset Management, LP History Added to 213,629 45,304 1.04% 1.04% 88 +2,682 1.27% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 209,252 44,376 0.79% 0.62% 89 +60,914 41.06% Q4 2025 Jan 16, 2026
Waverly Advisors, LLC History Added to 207,215 43,944 0.36% 0.29% 90 +67,983 48.83% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Added to 205,014 43,477 1.42% 1.0% 91 +59,432 40.82% Q4 2025 Jan 20, 2026
Sharkey, Howes & Javer History Added to 204,994 43,473 5.53% 3.79% 92 +62,111 43.47% Q4 2025 Jan 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 202,369 42,916 0.15% 0.16% 93 -17,716 -8.05% Q4 2025 Jan 30, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 200,359 42,490 6.14% 6.5% 94 -4,496 -2.19% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Added to 200,090 42,433 3.21% 3.13% 95 +2,303 1.16% Q4 2025 Jan 23, 2026
Triad Wealth Partners, LLC History Added to 199,294 42,264 4.02% 3.05% 96 +84,761 74.01% Q4 2025 Jan 22, 2026
Stone House Investment Management, LLC History Added to 199,030 42,208 6.55% 4.81% 97 +60,799 43.98% Q4 2025 Jan 21, 2026
Cerity Partners LLC History Added to 193,628 41,062 0.06% 0.03% 98 +90,196 87.2% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Reduced 189,972 40,777 3.6% 3.62% 99 -3,557 -1.84% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Added to 190,207 40,337 0.01% 0.0% 100 +2,106 1.12% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 186,754 39,605 2.49% 2.44% 101 +3,073 1.67% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 183,701 39,142 0.2% 0.18% 102 +46,381 33.78% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 184,526 39,132 0.29% 0.21% 103 +53,878 41.24% Q4 2025 Feb 12, 2026
Foundation Wealth Management, LLC History Reduced 181,515 38,562 25.38% 24.4% 104 -3,367 -1.82% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 177,141 37,566 0.4% 0.35% 105 +64,564 57.35% Q4 2025 Jan 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 176,795 37,493 2.42% 2.44% 106 -2,390 -1.33% Q4 2025 Jan 26, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 172,375 36,555 12.44% 11.99% 107 +1,882 1.1% Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Added to 166,772 35,367 7.16% 4.99% 108 +49,419 42.11% Q4 2025 Feb 18, 2026
FINANCIAL LIFE ADVISORS History Reduced 166,191 35,244 10.87% 11.48% 109 -6,859 -3.96% Q4 2025 Jan 30, 2026
EWA, LLC History Added to 165,604 35,119 8.57% 7.45% 110 +35,252 27.04% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 165,522 35,092 0.22% 0.21% 111 +8,408 5.35% Q4 2025 Jan 27, 2026
WEALTH ALLIANCE, LLC History Added to 165,310 35,057 3.43% 2.77% 112 +34,786 26.65% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Added to 163,462 34,665 0.58% 0.37% 113 +63,566 63.63% Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Added to 161,144 34,173 0.31% 0.3% 114 +3,363 2.13% Q4 2025 Jan 21, 2026
Creative Planning History Added to 160,485 34,034 0.02% 0.02% 115 +5,896 3.81% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Added to 159,922 33,914 6.43% 4.84% 116 +39,656 32.97% Q4 2025 Feb 12, 2026
Powell Investment Advisors, LLC History Reduced 155,580 32,993 11.36% 11.26% 117 -420 -0.27% Q4 2025 Feb 09, 2026
Stokes Family Office, LLC History Added to 154,614 32,789 3.0% 2.23% 118 +40,938 36.01% Q4 2025 Feb 18, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 152,850 32,414 0.41% 0.35% 119 +21,863 16.69% Q4 2025 Feb 10, 2026
Berkshire Money Management, Inc. History Added to 152,364 32,311 3.08% 3.23% 120 +263 0.17% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 152,207 32,278 1.18% 1.06% 121 +42,866 39.2% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History Added to 151,922 32,218 0.36% 0.37% 122 +1,962 1.31% Q4 2025 Jan 20, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 150,813 31,982 3.45% 3.27% 123 0 0.0% Q4 2025 Feb 17, 2026
Horst & Graben Wealth Management LLC History Added to 150,083 31,853 4.81% 3.34% 124 +44,089 41.6% Q4 2025 Jan 27, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 149,231 31,647 2.56% 2.56% 125 -2,251 -1.49% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 149,158 31,631 0.56% 0.44% 126 +53,375 55.72% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 146,445 31,056 0.17% 0.14% 127 +31,453 27.35% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 146,169 30,998 0.22% 0.14% 128 +65,146 80.4% Q4 2025 Feb 18, 2026
Security Financial Services, INC. History Added to 143,741 30,483 4.79% 3.55% 129 +37,272 35.01% Q4 2025 Jan 27, 2026
Brookstone Capital Management History Added to 143,272 30,383 0.35% 0.26% 130 +36,178 33.78% Q4 2025 Jan 15, 2026
Physician Wealth Advisors, Inc. History Added to 142,335 30,184 4.2% 2.9% 131 +43,574 44.12% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 142,012 30,116 0.46% 0.45% 132 +10,118 7.67% Q4 2025 Feb 12, 2026
PAX Financial Group, LLC History Added to 140,243 29,741 5.13% 3.22% 133 +53,752 62.15% Q4 2025 Feb 05, 2026
Koss-Olinger Consulting, LLC History Reduced 139,511 29,586 2.29% 2.54% 134 -17,600 -11.2% Q4 2025 Feb 10, 2026
1834 INVESTMENT ADVISORS CO History Reduced 138,396 29,349 3.68% 3.77% 135 -10,200 -6.86% Q4 2025 Jan 29, 2026
BOKF, NA History Added to 135,668 28,771 0.44% 0.3% 136 +38,374 39.44% Q4 2025 Feb 03, 2026
One Wealth Advisors, LLC History Added to 133,456 28,302 3.46% 2.49% 137 +37,459 39.02% Q4 2025 Feb 02, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 130,378 27,649 7.27% 7.68% 138 +2,113 1.65% Q4 2025 Feb 13, 2026
Praetorian Wealth Management, Inc. History Reduced 129,472 27,457 5.45% 5.56% 139 -1,686 -1.29% Q4 2025 Jan 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 129,449 27,452 0.05% 0.06% 140 -4,373 -3.27% Q4 2025 Feb 17, 2026
Kelly Financial Services LLC History Added to 128,896 27,334 6.85% 4.91% 141 +37,021 40.29% Q4 2025 Jan 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 128,492 27,249 0.37% 0.14% 142 +94,099 273.6% Q4 2025 Feb 06, 2026
DAVIS SELECTED ADVISERS History Added to 127,053 26,944 0.12% 0.01% 143 +120,439 1820.97% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 152,504 26,618 0.04% 0.03% 144 +71,623 88.55% Q4 2025 Feb 18, 2026
Spire Wealth Management History Added to 124,779 26,461 0.89% 0.85% 145 +3,852 3.19% Q4 2025 Jan 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 122,922 26,068 1.46% 1.55% 146 -20,261 -14.15% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 122,662 26,013 1.47% 1.54% 147 -4,747 -3.73% Q4 2025 Jan 14, 2026
MMA ASSET MANAGEMENT LLC History Reduced 121,170 25,696 9.16% 8.37% 148 -299 -0.25% Q4 2025 Feb 03, 2026
DDFG, Inc History Reduced 120,627 25,581 5.6% 5.8% 149 -963 -0.79% Q4 2025 Jan 08, 2026
Trek Financial, LLC History Added to 120,030 25,454 1.47% 0.99% 150 +39,068 48.25% Q4 2025 Feb 04, 2026
KWMG, LLC History Added to 119,699 25,384 2.19% 2.12% 151 +2,582 2.2% Q4 2025 Jan 16, 2026
Callan Family Office, LLC History Added to 117,227 24,860 0.53% 0.7% 152 +10,846 10.2% Q4 2025 Feb 12, 2026
Rothschild Wealth LLC History Added to 116,756 24,760 2.38% 3.04% 153 +49,101 72.58% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History Added to 114,475 24,276 5.92% 4.49% 154 +30,442 36.23% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 114,291 24,237 0.09% — 155 +114,291 New Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 114,265 24,230 0.03% 0.02% 156 +66,921 141.35% Q4 2025 Mar 09, 2026
SWMG, LLC History Added to 109,044 24,215 6.72% 4.82% 157 +32,640 42.72% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Added to 113,889 24,152 0.3% 0.31% 158 +563 0.5% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 113,637 24,099 0.27% 0.23% 159 +49,303 76.64% Q4 2025 Jan 29, 2026
Waterway Wealth Management, LLC History Added to 154,591 23,682 5.36% 5.29% 160 +5,026 3.36% Q4 2025 Feb 17, 2026
Thoma Capital Management LLC History Added to 110,134 23,356 13.46% 11.0% 161 +17,417 18.79% Q4 2025 Jan 08, 2026
May Hill Capital, LLC History Added to 110,020 23,331 3.05% 2.3% 162 +71,935 188.88% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Added to 109,641 23,251 0.26% 0.21% 163 +20,964 23.64% Q4 2025 Jan 16, 2026
Legacy Financial Group LLC History Added to 104,426 23,081 2.85% 1.93% 164 +33,019 46.24% Q4 2025 Feb 05, 2026
Summit Financial, LLC History Reduced 108,754 23,063 0.34% 0.35% 165 -2,024 -1.83% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 108,331 22,952 2.96% 3.06% 166 +3,181 3.03% Q4 2025 Feb 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 108,206 22,947 0.0% 0.0% 167 -8,625 -7.38% Q4 2025 Feb 17, 2026
Lutz Financial Services LLC History Reduced 106,970 22,685 1.54% 1.64% 168 -2,905 -2.64% Q4 2025 Feb 06, 2026
Per Stirling Capital Management, LLC. History Reduced 106,401 22,564 2.53% 2.64% 169 -638 -0.6% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 106,012 22,481 0.62% 0.61% 170 +1,676 1.61% Q4 2025 Jan 30, 2026
CITIGROUP INC History Reduced 105,507 22,374 0.01% 0.01% 171 -10,667 -9.18% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 104,567 22,175 2.43% 2.47% 172 -294 -0.28% Q4 2025 Feb 18, 2026
ONE Advisory Partners, LLC History Added to 104,564 22,174 6.69% 4.72% 173 +29,114 38.59% Q4 2025 Jan 12, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 104,391 22,138 2.13% 2.09% 174 -994 -0.94% Q4 2025 Feb 23, 2026
FIRST HAWAIIAN BANK History Reduced 103,421 21,932 2.92% 3.06% 175 -12,149 -10.51% Q4 2025 Jan 05, 2026
Merit Financial Group, LLC History Added to 103,211 21,887 0.18% 0.16% 176 +16,609 19.18% Q4 2025 Jan 26, 2026
Regal Investment Advisors LLC History Added to 101,961 21,622 1.29% 0.84% 177 +39,760 63.92% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 101,080 21,586 0.28% 0.28% 178 -2,129 -2.06% Q4 2025 Jan 23, 2026
Keystone Financial Services History Added to 100,934 21,404 6.46% 6.0% 179 +7,104 7.57% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 98,635 21,333 0.03% 0.03% 180 +9,021 10.07% Q4 2025 Jan 08, 2026
Ironwood Financial, llc History Reduced 97,922 21,271 3.61% 3.69% 181 -3,040 -3.01% Q4 2025 Jan 15, 2026
SilverOak Wealth Management LLC History Added to 99,698 21,143 3.31% 3.38% 182 +2,639 2.72% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Added to 99,316 21,061 1.34% 1.3% 183 +4,119 4.33% Q4 2025 Feb 05, 2026
Signature Wealth Management Partners, LLC History Added to 97,022 20,575 10.17% 10.27% 184 +2,035 2.14% Q4 2025 Feb 02, 2026
GHP Investment Advisors, Inc. History Reduced 96,773 20,522 0.84% 0.84% 185 -102 -0.11% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 96,200 20,401 0.25% 0.21% 186 +17,620 22.42% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 96,190 20,398 0.5% 0.45% 187 +11,490 13.57% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 93,636 20,391 1.73% 1.44% 188 +15,361 19.62% Q4 2025 Jan 20, 2026
RWA WEALTH PARTNERS, LLC History Reduced 95,641 20,282 0.22% 0.26% 189 -13,578 -12.43% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 95,602 20,274 0.08% — 190 +95,602 New Q4 2025 Feb 05, 2026
Ameritas Investment Partners, Inc. History Reduced 95,415 20,234 0.62% 0.63% 191 -5,025 -5.0% Q4 2025 Feb 11, 2026
Narwhal Capital Management History No change 92,784 19,676 1.43% 1.42% 192 0 0.0% Q4 2025 Jan 30, 2026
Mesirow Financial Investment Management, Inc. History Reduced 92,188 19,550 0.4% 0.36% 193 -4,830 -4.98% Q4 2025 Feb 05, 2026
BOK Financial Private Wealth, Inc. History Reduced 92,183 19,549 1.2% 1.22% 194 -2,005 -2.13% Q4 2025 Feb 06, 2026
Invst, LLC History Added to 91,822 19,472 2.12% 1.67% 195 +20,587 28.9% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Reduced 91,468 19,397 0.21% 0.22% 196 -113 -0.12% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 90,633 19,220 0.27% 0.24% 197 +11,007 13.82% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 89,749 19,032 0.41% 0.45% 198 -6,312 -6.57% Q4 2025 Feb 05, 2026
Cypress Wealth Services, LLC History Added to 89,705 19,023 2.63% 2.01% 199 +30,226 50.82% Q4 2025 Jan 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 89,444 18,968 0.01% 0.01% 200 -8,692 -8.86% Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Added to 89,389 18,956 0.33% 0.26% 201 +19,500 27.9% Q4 2025 Jan 22, 2026
IFP Advisors, Inc History Added to 88,919 18,857 0.42% 0.34% 202 +26,215 41.81% Q4 2025 Feb 06, 2026
FIRST MERCHANTS CORP History Added to 86,806 18,408 0.68% 0.67% 203 +954 1.11% Q4 2025 Jan 12, 2026
Cosner Financial Group, LLC History Added to 86,675 18,381 9.38% 9.35% 204 +2,491 2.96% Q4 2025 Jan 30, 2026
WealthShield Partners, LLC History Added to 85,492 18,130 2.0% 1.53% 205 +20,296 31.13% Q4 2025 Feb 03, 2026
hemming& Wealth Management, Inc. History New 85,458 18,123 12.4% — 206 +85,458 New Q4 2025 Mar 03, 2026
Matthew Goff Investment Advisor, LLC History Reduced 84,241 17,864 3.17% 2.99% 207 -477 -0.56% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 83,433 17,693 0.1% 0.11% 208 -1,983 -2.32% Q4 2025 Feb 10, 2026
Bay Harbor Wealth Management, LLC History Added to 83,200 17,644 4.61% 3.25% 209 +25,010 42.98% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History Added to 83,158 17,635 0.54% 0.48% 210 +3,042 3.8% Q4 2025 Feb 11, 2026
M1 Capital Management LLC History Added to 81,145 17,208 7.18% 7.11% 211 +1,342 1.68% Q4 2025 Feb 13, 2026
McNaughton Wealth Management, LLC History Added to 80,457 17,062 7.03% 5.37% 212 +18,841 30.58% Q4 2025 Jan 12, 2026
Saiph Capital, LLC History Reduced 79,660 16,893 6.07% 6.47% 213 -7,450 -8.55% Q4 2025 Feb 12, 2026
MCMORGAN & CO LLC History Reduced 79,448 16,848 2.79% 2.55% 214 -903 -1.12% Q4 2025 Feb 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 76,726 16,631 0.78% — 215 +76,726 New Q4 2025 Feb 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 76,608 16,246 1.03% 1.02% 216 +500 0.66% Q4 2025 Feb 17, 2026
RTD Financial Advisors, Inc. History Reduced 76,594 16,243 1.98% 1.97% 217 -2,739 -3.45% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Added to 75,765 16,067 0.56% 0.48% 218 +11,236 17.41% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Added to 81,053 15,962 0.39% 0.3% 219 +4,056 5.27% Q4 2025 Feb 11, 2026
Independent Solutions Wealth Management, LLC History Reduced 75,151 15,937 2.93% 2.86% 220 -2,837 -3.64% Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 75,089 15,924 0.18% 0.18% 221 -1,649 -2.15% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Added to 74,876 15,878 0.31% 0.3% 222 +13,561 22.12% Q4 2025 Feb 13, 2026
Elevated Financial Group LLC History New 74,642 15,829 5.48% — 223 +74,642 New Q4 2025 Jan 29, 2026
Astoria Strategic Wealth, Inc. History Added to 74,315 15,759 3.97% 3.82% 224 +1,153 1.58% Q4 2025 Feb 05, 2026
Blue Edge Capital, LLC History Added to 73,910 15,674 2.1% 2.01% 225 +5,325 7.76% Q4 2025 Feb 12, 2026
INSTRUMENTAL WEALTH, LLC History Added to 70,277 15,597 9.35% 9.69% 227 +3,990 6.02% Q4 2025 Feb 27, 2026
Horizon Wealth Management, LLC History Added to 73,549 15,597 2.42% 2.18% 226 +1,529 2.12% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Added to 73,335 15,552 0.7% 0.61% 228 +11,137 17.91% Q4 2025 Feb 06, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 73,110 15,504 2.98% — 229 +73,110 New Q4 2025 Feb 13, 2026
Quadrant Private Wealth Management, LLC History Added to 73,007 15,482 2.54% 1.94% 230 +21,669 42.21% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 70,862 15,027 0.08% — 231 +70,862 New Q4 2025 Feb 18, 2026
ALESCO ADVISORS LLC History Reduced 70,220 14,891 0.39% 0.4% 232 -1,338 -1.87% Q4 2025 Jan 28, 2026
FineMark National Bank & Trust History Reduced 70,134 14,873 0.46% 0.48% 233 -826 -1.16% Q4 2025 Feb 12, 2026
Trust Point Inc. History No change 70,046 14,854 1.17% 1.17% 234 0 0.0% Q4 2025 Jan 13, 2026
NATIXIS ADVISORS, LLC History Added to 69,212 14,678 0.02% 0.02% 235 +2,685 4.04% Q4 2025 Feb 10, 2026
Lansing Street Advisors History Added to 68,716 14,572 3.72% 3.32% 236 +8,038 13.25% Q4 2025 Jan 26, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 66,137 14,378 6.45% 6.28% 237 -1,529 -2.26% Q4 2025 Jan 14, 2026
Occidental Asset Management, LLC History Reduced 67,465 14,307 1.72% 1.75% 238 -19 -0.03% Q4 2025 Jan 08, 2026
ASSOCIATED BANC-CORP History Reduced 67,226 14,256 0.36% 0.39% 239 -4,445 -6.2% Q4 2025 Feb 06, 2026
Scissortail Wealth Management, LLC History Added to 66,302 14,060 3.21% 2.93% 240 +1,236 1.9% Q4 2025 Jan 29, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 65,073 13,800 0.9% 0.92% 241 +290 0.45% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 64,668 13,714 0.29% — 242 +64,668 New Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Added to 64,561 13,691 5.01% 4.87% 243 +652 1.02% Q4 2025 Jan 29, 2026
Kilter Group LLC History Added to 64,282 13,632 6.02% 6.01% 244 +2,530 4.1% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 63,520 13,470 0.32% 0.32% 245 -14 -0.02% Q4 2025 Feb 12, 2026
ADG Wealth Management Group, LLC History Added to 63,390 13,443 10.18% 10.01% 246 +2,404 3.94% Q4 2025 Jan 15, 2026
Mayflower Financial Advisors, LLC History Added to 63,334 13,431 1.62% 1.24% 247 +15,584 32.64% Q4 2025 Jan 13, 2026
Snowden Capital Advisors LLC History Added to 63,158 13,393 0.35% 0.32% 248 +6,224 10.93% Q4 2025 Feb 17, 2026
TSA Wealth Managment LLC History Added to 63,045 13,369 4.43% 2.96% 249 +20,845 49.4% Q4 2025 Jan 22, 2026
Bank Pictet & Cie (Europe) AG History Added to 62,947 13,349 0.27% 0.26% 250 +557 0.89% Q4 2025 Jan 16, 2026
Integrated Wealth Concepts LLC History Reduced 62,931 13,345 0.16% 0.14% 251 -10,269 -14.03% Q4 2025 Feb 13, 2026
Guidance Point Advisors, LLC History Added to 61,646 13,084 3.03% 3.01% 252 +1,163 1.92% Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Added to 61,359 13,012 0.45% 0.45% 253 +488 0.8% Q4 2025 Jan 12, 2026
IEQ CAPITAL, LLC History Reduced 61,031 12,942 0.04% 0.05% 254 -21,281 -25.85% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Added to 60,670 12,866 0.6% 0.58% 255 +3,147 5.47% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 60,471 12,826 0.1% — 256 +60,471 New Q4 2025 Feb 18, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 60,343 12,796 3.67% 2.86% 257 +15,500 34.57% Q4 2025 Feb 11, 2026
Gladstone Institutional Advisory LLC History Reduced 60,293 12,786 0.48% 0.5% 258 -1,977 -3.17% Q4 2025 Feb 17, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 58,800 12,469 0.89% 0.97% 259 -11,407 -16.25% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 57,929 12,284 0.16% 0.17% 260 -1,785 -2.99% Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Added to 57,729 12,242 0.22% 0.22% 261 +786 1.38% Q4 2025 Feb 11, 2026
SigFig Wealth Management, LLC History Added to 56,540 11,990 0.36% 0.27% 262 +14,227 33.62% Q4 2025 Jan 16, 2026
Mutual Advisors, LLC History Added to 56,300 11,939 0.26% 0.24% 263 +3,694 7.02% Q4 2025 Feb 02, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 53,743 11,908 3.47% 2.25% 264 +21,818 68.34% Q4 2025 Feb 10, 2026
American Wealth Advisors, LLC History Added to 56,121 11,895 11.68% 11.44% 265 +103 0.18% Q4 2025 Jan 26, 2026
BANK OF STOCKTON History Reduced 54,596 11,578 3.31% 3.4% 266 -3,127 -5.42% Q4 2025 Jan 21, 2026
Prosperity Planning, Inc. History Reduced 54,206 11,495 3.01% 3.08% 267 -1,087 -1.97% Q4 2025 Jan 14, 2026
Keebeck Wealth Management History Added to 53,431 11,331 1.31% 1.02% 268 +11,608 27.76% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Added to 52,859 11,209 0.5% 0.52% 269 +40 0.08% Q4 2025 Jan 14, 2026
WCG Wealth Advisors LLC History Added to 52,375 11,108 0.31% 0.5% 270 +13,509 34.76% Q4 2025 Feb 10, 2026
EHRLICH FINANCIAL GROUP History Added to 52,010 11,029 6.28% 5.29% 271 +8,875 20.57% Q4 2025 Jan 06, 2026
Broadview Financial Management, LLC History Reduced 51,906 11,007 7.37% 7.33% 272 -740 -1.41% Q4 2025 Feb 13, 2026
Michelson Medical Research Foundation, Inc. History No change 51,905 11,007 11.03% 9.32% 273 0 0.0% Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Added to 51,810 10,987 2.22% 0.34% 274 +46,167 818.13% Q4 2025 Jan 14, 2026
Hobbs Wealth Management, LLC History Added to 51,695 10,962 10.67% 6.29% 275 +15,373 42.32% Q4 2025 Jan 29, 2026
Asset Management Group, Inc. History Added to 51,590 10,940 1.77% 1.74% 276 +145 0.28% Q4 2025 Feb 17, 2026
True Vision MN LLC History Added to 50,684 10,748 5.46% 3.95% 277 +13,985 38.11% Q4 2025 Jan 14, 2026
Amundi History Added to 50,600 10,730 0.0% 0.0% 278 +2,400 4.98% Q4 2025 Feb 17, 2026
Nvest Financial, LLC History Added to 50,118 10,628 4.42% 4.43% 279 +12,814 34.35% Q4 2025 Feb 10, 2026
Daviman Financial, LLC History New 49,996 10,602 6.22% — 280 +49,996 New Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 49,455 10,488 0.07% 0.07% 281 +271 0.55% Q4 2025 Jan 28, 2026
Apeiron RIA LLC History Reduced 47,786 10,463 2.12% 2.64% 282 -9,587 -16.71% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 48,978 10,386 0.38% 0.34% 283 +5,183 11.83% Q4 2025 Feb 02, 2026
Arlington Trust Co LLC History Reduced 48,904 10,371 1.06% 1.95% 284 -3,621 -6.89% Q4 2025 Jan 30, 2026
FIFTH THIRD SECURITIES, INC. History Added to 48,636 10,314 0.67% 0.65% 285 +2,317 5.0% Q4 2025 Jan 23, 2026
Rodgers & Associates, LTD History Reduced 48,620 10,310 1.04% 1.04% 286 -421 -0.86% Q4 2025 Jan 22, 2026
Maia Wealth LLC History Added to 47,066 10,306 1.76% 1.51% 287 +4,130 9.62% Q4 2025 Feb 17, 2026
Sierra Capital LLC History Reduced 48,264 10,235 1.08% 1.11% 288 -561 -1.15% Q4 2025 Feb 18, 2026
Sunbelt Securities, Inc. History Added to 48,187 10,218 0.68% 0.67% 289 +1,000 2.12% Q4 2025 Feb 20, 2026
UMB Bank, n.a. History Reduced 47,940 10,166 0.14% 0.17% 290 -8,826 -15.55% Q4 2025 Feb 13, 2026
LMG Wealth Partners, LLC History Added to 47,011 9,969 1.86% 1.73% 291 +2,013 4.47% Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History Added to 46,861 9,937 3.19% 2.23% 292 +14,955 46.87% Q4 2025 Feb 13, 2026
Traynor Capital Management, Inc. History Reduced 46,257 9,809 0.52% 0.56% 293 -1,610 -3.36% Q4 2025 Jan 12, 2026
BETO FINANCIAL GROUP, LLC History New 44,584 9,765 6.59% — 294 +44,584 New Q4 2025 Feb 10, 2026
Polaris Investment Advisors, LLC History New 44,962 9,535 6.89% — 295 +44,962 New Q4 2025 Jan 15, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 44,305 9,395 0.58% 0.58% 296 +36 0.08% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 44,117 9,355 0.19% 0.16% 297 +5,926 15.52% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 44,105 9,353 0.23% 0.23% 298 +434 0.99% Q4 2025 Jan 28, 2026
DT Investment Partners, LLC History No change 43,950 9,320 0.77% 0.77% 299 0 0.0% Q4 2025 Feb 10, 2026
Advyzon Investment Management, LLC History Added to 43,944 9,319 1.08% 0.12% 300 +40,586 1208.64% Q4 2025 Feb 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 42,932 9,104 3.88% 2.88% 301 +11,805 37.93% Q4 2025 Feb 18, 2026
Polianta Ltd History Added to 42,200 8,949 1.17% 3.39% 302 +2,300 5.76% Q4 2025 Jan 15, 2026
BLAIR WILLIAM & CO/IL History Added to 42,069 8,921 0.02% 0.02% 303 +2,833 7.22% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Reduced 41,765 8,857 0.57% 0.59% 304 -440 -1.04% Q4 2025 Feb 18, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 41,692 8,841 0.0% 0.0% 305 +12,098 40.88% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 41,564 8,814 0.17% 0.17% 306 +302 0.73% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Added to 41,331 8,765 0.77% 0.7% 307 +3,682 9.78% Q4 2025 Feb 12, 2026
CFS Investment Advisory Services, LLC History Added to 41,308 8,760 0.64% 0.53% 308 +7,070 20.65% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 40,716 8,634 0.18% 0.18% 309 +1,333 3.38% Q4 2025 Feb 09, 2026
LiftPoint Family Wealth Advisors LLC History New 40,507 8,590 7.33% — 310 +40,507 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 40,065 8,496 0.0% 0.0% 311 -6,023 -13.07% Q4 2025 Feb 11, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 40,007 8,484 2.25% 1.57% 312 +14,504 56.87% Q4 2025 Jan 12, 2026
Portfolio Resources Advisor Group, Inc. History New 39,786 8,437 8.43% — 313 +39,786 New Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 39,687 8,416 0.37% 0.36% 314 +1,233 3.21% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 39,644 8,407 0.04% 0.03% 315 +5,785 17.09% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Added to 39,429 8,361 0.5% 0.3% 316 +14,311 56.98% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Added to 39,304 8,335 0.01% 0.01% 317 +25 0.06% Q4 2025 Feb 13, 2026
Centerpoint Advisors, LLC History Reduced 38,772 8,222 2.53% 2.49% 318 -29 -0.07% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 38,682 8,203 0.02% 0.02% 319 +9,450 32.33% Q4 2025 Feb 17, 2026
Lantz Financial LLC History Added to 38,608 8,187 1.73% 1.25% 320 +11,201 40.87% Q4 2025 Jan 14, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 38,080 8,075 0.26% 0.26% 321 +5 0.01% Q4 2025 Jan 30, 2026
VestGen Advisors, LLC History Reduced 37,999 8,058 0.34% 0.6% 322 -48,794 -56.22% Q4 2025 Feb 17, 2026
Willis Johnson & Associates, Inc. History Reduced 37,900 8,037 0.5% 0.49% 323 -853 -2.2% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 37,693 7,993 0.89% 0.64% 324 +14,875 65.19% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Added to 37,410 7,933 0.11% 0.09% 325 +2,920 8.47% Q4 2025 Feb 02, 2026
Tradition Wealth Management, LLC History Added to 37,344 7,919 0.57% 0.39% 326 +12,114 48.01% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 37,079 7,863 0.0% 0.0% 327 +7,736 26.36% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 36,984 7,843 0.12% 0.11% 328 -332 -0.89% Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 36,630 7,768 0.25% 0.26% 329 -661 -1.77% Q4 2025 Jan 12, 2026
StoneX Group Inc. History Reduced 36,546 7,750 0.34% 0.34% 330 -1,347 -3.55% Q4 2025 Feb 12, 2026
Adirondack Capital Advisors, LLC History New 36,338 7,706 5.18% — 331 +36,338 New Q4 2025 Feb 03, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 36,230 7,683 2.42% 0.52% 332 +25,703 244.16% Q4 2025 Feb 02, 2026
YHB Investment Advisors, Inc. History Added to 35,748 7,580 0.52% 0.54% 333 +164 0.46% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History Reduced 35,622 7,554 0.03% 0.03% 334 -142 -0.4% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 35,528 7,534 0.15% 0.11% 335 +21,445 152.28% Q4 2025 Feb 11, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 35,433 7,514 2.81% 2.4% 336 +5,962 20.23% Q4 2025 Jan 08, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 35,319 7,490 0.86% 0.39% 337 +20,611 140.13% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Added to 34,396 7,468 3.02% 2.31% 338 +8,201 31.31% Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History Added to 35,171 7,458 0.35% 0.37% 339 +2,224 6.75% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 35,039 7,430 0.34% 0.27% 340 +7,026 25.08% Q4 2025 Feb 17, 2026
ETF Portfolio Partners, Inc. History Added to 34,412 7,297 1.88% 1.79% 341 +1,903 5.85% Q4 2025 Jan 20, 2026
Soltis Investment Advisors LLC History Added to 34,027 7,216 0.48% 0.45% 342 +2,681 8.55% Q4 2025 Apr 02, 2026
Robertson Stephens Wealth Management, LLC History Added to 33,898 7,188 0.19% 0.2% 343 +2,148 6.77% Q4 2025 Feb 02, 2026
Petersen Hastings Wealth Advisors Inc. History New 33,867 7,182 0.69% — 344 +33,867 New Q4 2025 Feb 11, 2026
Pure Financial Advisors, LLC History Reduced 33,345 7,071 1.29% 0.11% 345 -753 -2.21% Q4 2025 Mar 04, 2026
Hoxton Planning & Management, LLC History Added to 33,319 7,066 2.11% 1.64% 346 +8,575 34.65% Q4 2025 Feb 11, 2026
Heck Capital Advisors, LLC History Added to 33,208 7,042 0.52% 0.51% 348 +1,153 3.6% Q4 2025 Jan 16, 2026
SCS Capital Management LLC History Reduced 33,209 7,042 0.07% 0.08% 347 -270 -0.81% Q4 2025 Feb 10, 2026
VICUS CAPITAL History Added to 33,036 7,005 0.53% 0.52% 349 +171 0.52% Q4 2025 Jan 22, 2026
A4 Wealth Advisors LLC History Added to 32,850 6,966 6.03% 2.42% 350 +18,944 136.23% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 32,461 6,884 0.2% — 351 +32,461 New Q4 2025 Feb 13, 2026
Financial Enhancement Group LLC History Reduced 31,734 6,874 0.89% 0.9% 352 -534 -1.65% Q4 2025 Jan 23, 2026
First Heartland Consultants, Inc. History Added to 32,135 6,814 0.52% 0.44% 353 +5,492 20.61% Q4 2025 Jan 09, 2026
PFG Advisors History Added to 31,720 6,726 0.33% 0.2% 354 +8,577 37.06% Q4 2025 Jan 27, 2026
RENAISSANCE TECHNOLOGIES LLC History New 31,700 6,722 0.01% — 355 +31,700 New Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History Reduced 31,659 6,713 4.08% 3.98% 356 -211 -0.66% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 31,474 6,674 0.05% 0.07% 357 -31,478 -50.0% Q4 2025 Feb 13, 2026
5T Wealth, LLC History Added to 31,317 6,639 2.65% 2.51% 358 +3,486 12.53% Q4 2025 Jan 27, 2026
SAPIENT CAPITAL LLC History Added to 31,014 6,623 0.09% 0.1% 359 +16 0.05% Q4 2025 Feb 05, 2026
EQUITABLE TRUST CO History No change 30,874 6,547 0.29% 0.29% 360 0 0.0% Q4 2025 Feb 02, 2026
Carbahal Olsen Financial Services Group, LLC History Added to 30,805 6,532 5.01% 5.08% 361 +128 0.42% Q4 2025 Feb 02, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 30,638 6,497 0.63% 0.65% 362 -401 -1.29% Q4 2025 Feb 06, 2026
W ADVISORS, LLC History Added to 30,451 6,457 3.25% 2.93% 363 +3,532 13.12% Q4 2025 Feb 13, 2026
Banco Santander, S.A. History New 30,439 6,455 0.05% — 364 +30,439 New Q4 2025 Feb 13, 2026
SFI Advisors, LLC History Added to 30,322 6,430 4.12% 3.97% 365 +126 0.42% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 29,952 6,351 0.21% 0.21% 366 +469 1.59% Q4 2025 Feb 13, 2026
Pathway Financial Advisors LLC History Reduced 29,079 6,289 0.79% 0.81% 367 -183 -0.63% Q4 2025 Jan 14, 2026
HRT FINANCIAL LP History Added to 29,588 6,274 0.02% 0.02% 368 +92 0.31% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 29,490 6,253 0.39% 0.31% 369 +8,361 39.57% Q4 2025 Feb 11, 2026
PACIFIC FINANCIAL GROUP INC History Added to 29,478 6,251 3.47% 4.42% 370 +607 2.1% Q4 2025 Feb 17, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 29,060 6,162 2.8% 2.93% 371 -395 -1.34% Q4 2025 Jan 16, 2026
Falcon Wealth Planning History Reduced 28,901 6,128 0.52% 0.54% 372 -177 -0.61% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 28,867 6,121 0.03% 0.02% 373 +10,144 54.18% Q4 2025 Feb 11, 2026
Barnes Wealth Management Group, Inc History Added to 28,810 6,109 3.27% 2.47% 374 +7,094 32.67% Q4 2025 Feb 24, 2026
Tortoise Investment Management, LLC History Reduced 28,782 6,103 0.54% 0.56% 375 -1,561 -5.14% Q4 2025 Feb 06, 2026
Prospera Financial Services Inc History Added to 28,612 6,069 0.1% 0.09% 376 +2,341 8.91% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Added to 27,749 6,028 0.19% 0.15% 377 +6,675 31.67% Q4 2025 Jan 23, 2026
Davis Wealth Advisors, LLC History New 28,396 6,021 5.01% — 378 +28,396 New Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 28,082 5,955 0.01% 0.01% 379 -46 -0.16% Q4 2025 Feb 13, 2026
THEORY FINANCIAL LLC History Added to 27,279 5,923 2.0% 1.47% 380 +7,217 35.97% Q4 2025 Feb 10, 2026
EDGAR LOMAX CO/VA History Added to 27,553 5,843 0.44% 0.34% 381 +6,809 32.82% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 27,324 5,794 0.28% — 382 +27,324 New Q4 2025 Feb 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 27,144 5,756 0.62% 0.64% 383 -788 -2.82% Q4 2025 Jan 28, 2026
Tilson Financial Group, Inc. History Reduced 27,110 5,749 1.77% 1.86% 384 -335 -1.22% Q4 2025 Feb 05, 2026
Stenger Family Office, LLC History Reduced 27,050 5,736 1.18% 1.17% 385 -10 -0.04% Q4 2025 Mar 04, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 26,811 5,685 1.28% 1.32% 386 -413 -1.52% Q4 2025 Jan 12, 2026
NICOLET BANKSHARES INC History No change 26,794 5,682 0.91% 0.89% 387 0 0.0% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Reduced 26,792 5,681 0.03% 0.03% 388 -545 -1.99% Q4 2025 Feb 03, 2026
Efficient Advisors, LLC History Reduced 26,635 5,648 0.33% 0.34% 389 -2,309 -7.98% Q4 2025 Jan 21, 2026
OLD NATIONAL BANCORP /IN/ History Added to 26,524 5,624 0.09% 0.09% 390 +216 0.82% Q4 2025 Jan 28, 2026
Cornerstone Planning Group LLC History Added to 25,820 5,586 0.87% 0.57% 391 +8,789 51.61% Q4 2025 Feb 02, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 26,002 5,514 0.66% 0.39% 392 +11,195 75.61% Q4 2025 Jan 26, 2026
Charter Oak Capital Management, LLC History Added to 25,706 5,451 0.42% 0.41% 393 +256 1.01% Q4 2025 Jan 23, 2026
Retirement Wealth Solutions LLC History Added to 25,485 5,404 3.42% 2.54% 394 +6,787 36.3% Q4 2025 Jan 07, 2026
Keystone Financial Group History Added to 25,439 5,394 0.4% 0.07% 395 +21,060 480.93% Q4 2025 Feb 06, 2026
Yanni & Associates Investment Advisors, LLC History New 25,172 5,338 5.34% — 396 +25,172 New Q4 2025 Feb 06, 2026
Clarus Wealth Advisors History Added to 24,559 5,323 2.21% 2.25% 397 +59 0.24% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Added to 24,986 5,298 0.23% 0.2% 398 +1,481 6.3% Q4 2025 Feb 17, 2026
Alpine Bank Wealth Management History No change 24,944 5,289 0.75% 0.72% 399 0 0.0% Q4 2025 Jan 15, 2026
Diversified Trust Co History Reduced 24,874 5,275 0.1% 0.11% 400 -1,684 -6.34% Q4 2025 Jan 09, 2026
RCS Financial Planning, LLC History Added to 24,695 5,237 2.26% 1.51% 401 +8,230 49.98% Q4 2025 Jan 15, 2026
Centurion Wealth Management LLC History Added to 24,643 5,226 1.14% 0.93% 402 +4,876 24.67% Q4 2025 Jan 14, 2026
Lighthouse Financial LLC History Reduced 24,585 5,213 3.41% 3.46% 403 -820 -3.23% Q4 2025 Feb 17, 2026
Quotient Wealth Partners, LLC History Added to 24,056 5,101 0.14% 0.13% 404 +1,008 4.37% Q4 2025 Jan 22, 2026
FLAGSTAR ADVISORS INC History Reduced 23,997 5,089 1.7% 1.52% 405 -112 -0.46% Q4 2025 Jan 13, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Reduced 23,979 5,085 2.46% 2.61% 406 -1,528 -5.99% Q4 2025 Jan 14, 2026
Cranbrook Wealth Management, LLC History Reduced 23,752 5,037 0.99% 0.99% 407 -130 -0.54% Q4 2025 Jan 28, 2026
INVESTMENT PARTNERS, LTD. History Added to 23,709 5,028 1.76% 1.72% 408 +3 0.01% Q4 2025 Feb 10, 2026
Florin Court Capital LLP History Added to 23,700 5,026 7.0% 3.07% 409 +4,700 24.74% Q4 2025 Feb 05, 2026
XTX Topco Ltd History New 23,691 5,024 0.13% — 410 +23,691 New Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 23,561 4,996 0.0% 0.0% 411 +965 4.27% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 23,503 4,984 0.18% 0.17% 412 +1,718 7.89% Q4 2025 Jan 27, 2026
Avestar Capital, LLC History Reduced 23,389 4,960 0.32% 0.32% 413 -427 -1.79% Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 23,249 4,930 0.59% 0.22% 414 +14,318 160.32% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 23,170 4,913 0.06% 0.05% 415 +3,853 19.95% Q4 2025 Feb 11, 2026
Resolute Wealth Strategies, LLC History Added to 23,169 4,913 2.15% 2.19% 416 +4 0.02% Q4 2025 Feb 06, 2026
Calamos Advisors LLC History Added to 23,051 4,888 0.02% 0.02% 417 +1,043 4.74% Q4 2025 Jan 29, 2026
Sterling Financial Planning, Inc. History Reduced 22,961 4,869 1.47% 1.51% 418 -179 -0.77% Q4 2025 Jan 27, 2026
Strategic Blueprint, LLC History Added to 22,893 4,854 0.29% 0.19% 419 +1,258 5.81% Q4 2025 Jan 30, 2026
WealthPoint Financial, LLC History New 22,661 4,805 4.18% — 420 +22,661 New Q4 2025 Feb 19, 2026
ASSETMARK, INC History Added to 22,567 4,785 0.01% 0.01% 421 +5,244 30.27% Q4 2025 Jan 23, 2026
Ascent Wealth Partners, LLC History Added to 22,526 4,777 0.55% 0.53% 422 +266 1.19% Q4 2025 Feb 02, 2026
HANCOCK WHITNEY CORP History Added to 22,454 4,761 0.09% 0.07% 423 +3,600 19.09% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 22,341 4,737 0.34% 0.1% 424 +18,529 486.07% Q4 2025 Jan 21, 2026
Chicago Partners Investment Group LLC History Reduced 21,842 4,725 0.12% 0.12% 425 -490 -2.19% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 22,238 4,716 0.06% 0.06% 426 +272 1.24% Q4 2025 Jan 22, 2026
WealthPLAN Partners, LLC History Added to 22,235 4,715 0.7% 0.49% 427 +6,447 40.83% Q4 2025 Feb 12, 2026
PEOPLES BANK /OH History Reduced 22,137 4,694 2.91% 2.84% 428 -275 -1.23% Q4 2025 Jan 29, 2026
Chatterton & Associates Inc. History New 21,945 4,653 3.98% — 429 +21,945 New Q4 2025 Jan 20, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 21,940 4,652 0.1% 0.07% 430 +5,276 31.66% Q4 2025 Feb 18, 2026
Prime Capital Investment Advisors, LLC History Added to 21,804 4,624 0.06% 0.05% 431 +2,312 11.86% Q4 2025 Jan 21, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 21,793 4,621 0.0% 0.0% 432 +7,474 52.2% Q4 2025 Feb 02, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 21,737 4,609 3.38% 3.36% 433 -538 -2.42% Q4 2025 Feb 12, 2026
Stordahl Capital Management, Inc. History Reduced 21,578 4,576 0.94% 0.94% 434 -151 -0.69% Q4 2025 Jan 27, 2026
Guardian Wealth Advisors, LLC History Reduced 21,497 4,558 2.57% 2.77% 435 -2,126 -9.0% Q4 2025 Feb 02, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 21,483 4,556 1.66% 0.79% 436 +12,557 140.68% Q4 2025 Feb 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 21,356 4,528 2.11% 2.24% 437 -1,028 -4.59% Q4 2025 Jan 15, 2026
FFG RETIREMENT ADVISORS LLC History Added to 21,351 4,527 2.81% 2.72% 438 +149 0.7% Q4 2025 Jan 12, 2026
Jackson Hole Capital Partners, LLC History Added to 21,129 4,480 0.77% 0.73% 439 +478 2.31% Q4 2025 Jan 30, 2026
BUSH INVESTMENT GROUP, LLC History Added to 20,919 4,436 2.48% 1.77% 440 +6,450 44.58% Q4 2025 Mar 05, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 20,883 4,428 2.22% 2.29% 442 -436 -2.05% Q4 2025 Jan 14, 2026
Smithfield Trust Co History No change 20,859 4,428 0.2% 0.19% 441 0 0.0% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History Added to 20,873 4,426 0.93% 0.78% 444 +3,780 22.11% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Reduced 20,873 4,426 0.01% 0.01% 443 -2,879 -12.12% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Reduced 20,845 4,420 0.34% 0.37% 445 -2,095 -9.13% Q4 2025 Jan 07, 2026
Mosley Wealth Management History New 21,077 4,393 2.01% — 446 +21,077 New Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 20,592 4,366 0.33% 0.35% 447 +284 1.4% Q4 2025 Jan 07, 2026
Hudson Capital Management LLC History Added to 20,564 4,361 1.09% 1.08% 448 +921 4.69% Q4 2025 Jan 21, 2026
Commonwealth Retirement Investments LLC History Added to 20,521 4,351 1.4% 1.03% 449 +5,907 40.42% Q4 2025 Feb 11, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 20,483 4,343 2.0% 1.91% 450 +738 3.74% Q4 2025 Jan 28, 2026
FIRST FOUNDATION ADVISORS History Added to 20,439 4,334 0.16% 0.13% 451 +3,345 19.57% Q4 2025 Feb 04, 2026
BLALOCK WILLIAMS, LLC History Added to 20,373 4,320 3.46% 2.59% 452 +6,082 42.56% Q4 2025 Feb 02, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 20,318 4,308 0.08% 0.09% 453 -532 -2.55% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History Reduced 20,303 4,305 0.12% 0.12% 454 -965 -4.54% Q4 2025 Feb 03, 2026
MATHER GROUP, LLC. History Added to 20,226 4,289 0.04% 0.03% 455 +3,769 22.9% Q4 2025 Jan 13, 2026
Florida Trust Wealth Management Co History Added to 20,217 4,287 0.12% 0.11% 456 +984 5.12% Q4 2025 Jan 20, 2026
Glen Eagle Advisors, LLC History Reduced 20,164 4,276 0.58% 0.6% 457 -879 -4.18% Q4 2025 Feb 13, 2026
O'Connor Financial Group LLC History Reduced 19,545 4,228 1.69% 1.7% 458 -123 -0.63% Q4 2025 Jan 26, 2026
MSH Capital Advisors LLC History Added to 19,899 4,219 0.9% 1.01% 459 +1,618 8.85% Q4 2025 Feb 09, 2026
Wealth Advisory Solutions, LLC History Reduced 19,659 4,169 0.97% 1.01% 460 -459 -2.28% Q4 2025 Jan 16, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 19,633 4,163 1.46% 1.47% 461 -120 -0.61% Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History No change 19,466 4,128 1.21% 1.19% 462 0 0.0% Q4 2025 Jan 22, 2026
BCU Wealth Advisors, LLC History Added to 19,422 4,118 1.58% 1.14% 463 +5,765 42.21% Q4 2025 Jan 30, 2026
Valeo Financial Advisors, LLC History Reduced 19,332 4,099 0.09% 0.09% 464 -14 -0.07% Q4 2025 Feb 04, 2026
AlphaCore Capital LLC History Added to 19,095 4,049 0.09% 0.13% 465 +773 4.22% Q4 2025 Feb 05, 2026
Heritage Wealth Advisors History New 19,058 4,041 0.15% — 466 +19,058 New Q4 2025 Feb 13, 2026
BTC Capital Management, Inc. History No change 19,037 4,037 0.28% 0.27% 467 0 0.0% Q4 2025 Jan 15, 2026
ROGCO, LP History No change 18,926 4,013 1.33% 1.37% 468 0 0.0% Q4 2025 Jan 30, 2026
Anson Capital, Inc. History Reduced 18,914 4,011 2.92% 3.11% 469 -1,197 -5.95% Q4 2025 Feb 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 18,858 3,999 0.01% 0.01% 470 +847 4.7% Q4 2025 Feb 11, 2026
Pines Wealth Management, LLC History Added to 18,784 3,983 1.29% 1.28% 471 +364 1.98% Q4 2025 Feb 02, 2026
Sage Investment Advisers LLC History New 18,715 3,968 2.97% — 472 +18,715 New Q4 2025 Feb 10, 2026
Telos Capital Management, Inc. History Reduced 18,614 3,947 0.37% 0.37% 473 -128 -0.68% Q4 2025 Jan 22, 2026
Bare Financial Services, Inc History Reduced 18,407 3,903 1.09% 1.16% 474 -449 -2.38% Q4 2025 Feb 06, 2026
Interchange Capital Partners, LLC History Added to 18,179 3,854 0.71% 0.62% 475 +2,851 18.6% Q4 2025 Jan 30, 2026
Gemmer Asset Management LLC History Added to 18,082 3,834 0.3% 0.27% 476 +1,812 11.14% Q4 2025 Jan 23, 2026
BridgePort Financial Solutions, LLC History Added to 18,032 3,824 1.03% 0.79% 477 +3,824 26.91% Q4 2025 Jan 16, 2026
Pinnacle Family Advisors, LLC History Added to 17,966 3,810 1.68% 1.62% 479 +38 0.21% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History No change 17,968 3,810 0.2% 0.2% 478 0 0.0% Q4 2025 Feb 11, 2026
Investment Advisory Group, LLC History Added to 17,950 3,806 0.98% 1.0% 480 +104 0.58% Q4 2025 Jan 23, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 17,945 3,805 0.07% 0.07% 481 -674 -3.62% Q4 2025 Jan 23, 2026
J.M. Arbour, LLC History New 17,856 3,786 3.78% — 482 +17,856 New Q4 2025 Jan 26, 2026
Redwood Investment Management, LLC History Added to 17,793 3,773 0.42% 0.33% 483 +3,239 22.26% Q4 2025 Feb 17, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 17,752 3,764 0.47% 0.48% 484 +440 2.54% Q4 2025 Jan 14, 2026
Archer Investment Management, LLC History New 17,632 3,739 2.01% — 485 +17,632 New Q4 2025 Jan 12, 2026
Sowell Financial Services LLC History Added to 17,519 3,715 0.14% 0.13% 486 +902 5.43% Q4 2025 Jan 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 17,423 3,694 0.2% 0.2% 487 0 0.0% Q4 2025 Feb 13, 2026
RKL Wealth Management LLC History Reduced 17,385 3,686 0.3% 0.31% 488 -476 -2.67% Q4 2025 Feb 12, 2026
CURTIS WEALTH MANAGEMENT LLC History New 16,785 3,644 3.17% — 489 +16,785 New Q4 2025 Feb 11, 2026
LifePlan Investment Advisors, Inc. History Added to 17,169 3,641 1.48% 1.39% 490 +1,087 6.76% Q4 2025 Feb 09, 2026
PCM Encore, LLC History New 16,785 3,559 0.76% — 492 +16,785 New Q4 2025 Feb 13, 2026
EQ LLC History Added to 16,784 3,559 1.03% 0.84% 491 +4,779 39.81% Q4 2025 Feb 10, 2026
Vantage Point Financial LLC History Added to 16,731 3,548 1.27% 0.67% 493 +8,416 101.21% Q4 2025 Feb 02, 2026
Gray Private Wealth, LLC History Reduced 16,674 3,536 1.73% 1.81% 494 -700 -4.03% Q4 2025 Feb 04, 2026
Evercore Wealth Management, LLC History Reduced 16,662 3,533 0.05% 0.05% 495 -3 -0.02% Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Added to 16,402 3,478 0.5% 0.35% 496 +5,854 55.5% Q4 2025 Feb 09, 2026
Stegner Investment Associates Inc. History Added to 16,304 3,457 1.84% 1.84% 497 +49 0.3% Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History Reduced 16,298 3,456 0.16% 0.18% 498 -227 -1.37% Q4 2025 Feb 05, 2026
CENTAURUS FINANCIAL, INC. History Added to 16,163 3,428 0.16% 0.15% 499 +529 3.38% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 16,066 3,407 0.08% 0.09% 500 -531 -3.2% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 15,974 3,387 0.02% 0.02% 501 -469 -2.85% Q4 2025 Jan 29, 2026
FORM Wealth Advisors, LLC History New 15,892 3,370 0.39% — 502 +15,892 New Q4 2025 Jan 28, 2026
SOL Capital Management CO History Added to 15,837 3,359 0.3% 0.29% 503 +85 0.54% Q4 2025 Jan 30, 2026
Midwest Trust Co History Reduced 15,823 3,355 0.04% 0.04% 504 -336 -2.08% Q4 2025 Feb 04, 2026
St. Clair Advisors, LLC History No change 15,669 3,322 0.86% 0.86% 505 0 0.0% Q4 2025 Jan 20, 2026
Summit Investment Advisory Services, LLC History Added to 15,657 3,320 1.25% 1.27% 506 +255 1.66% Q4 2025 Feb 04, 2026
Forefront Wealth Partners, LLC History Added to 15,617 3,312 1.57% 0.68% 507 +2,533 19.36% Q4 2025 Feb 06, 2026
Nolet Wealth Management, LLC History New 15,425 3,271 1.82% — 508 +15,425 New Q4 2025 Feb 27, 2026
Point72 Asset Management, L.P. History New 15,398 3,265 0.0% — 509 +15,398 New Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Added to 15,339 3,252 0.14% 0.1% 510 +3,403 28.51% Q4 2025 Feb 09, 2026
Peregrine Asset Advisers, Inc. History Reduced 15,324 3,249 0.92% 0.96% 511 -208 -1.34% Q4 2025 Feb 02, 2026
Seneca House Advisors History Added to 15,275 3,239 1.21% 1.27% 512 +2 0.01% Q4 2025 Feb 17, 2026
Trail Ridge Investment Advisors, LLC History Added to 15,249 3,233 1.39% 1.36% 513 +585 3.99% Q4 2025 Jan 28, 2026
ORG Partners LLC History Added to 15,151 3,213 0.57% 0.33% 514 +6,800 81.43% Q4 2025 Jan 14, 2026
Concorde Asset Management, LLC History Added to 15,090 3,200 1.28% 1.08% 515 +2,582 20.64% Q4 2025 Feb 13, 2026
Cadence Bank History Added to 15,054 3,192 0.19% 0.19% 516 +56 0.37% Q4 2025 Jan 30, 2026
Garde Capital, Inc. History Reduced 15,042 3,189 0.19% 0.17% 517 -1,470 -8.9% Q4 2025 Feb 10, 2026
XY Planning Network, Inc. History Added to 14,819 3,142 0.55% 0.09% 518 +13,458 988.83% Q4 2025 Jan 26, 2026
Marin Bay Wealth Advisors, LLC History New 14,669 3,110 1.78% — 520 +14,669 New Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Added to 14,669 3,110 0.2% 0.17% 519 +2,516 20.7% Q4 2025 Jan 26, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 14,663 3,109 0.67% 0.37% 521 +9,330 174.95% Q4 2025 Feb 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,643 3,105 0.16% 0.18% 522 +284 1.98% Q4 2025 Jan 26, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 14,579 3,091 0.44% 0.46% 523 -6 -0.04% Q4 2025 Feb 13, 2026
Daybright Advisory Services, Inc. History New 14,548 3,085 0.82% — 524 +14,548 New Q4 2025 Feb 12, 2026
GenWealth Group, Inc. History Reduced 14,187 3,068 0.52% 0.55% 525 -19 -0.13% Q4 2025 Jan 12, 2026
Gryphon Financial Partners LLC History Added to 14,360 3,045 0.33% 0.34% 526 +9 0.06% Q4 2025 Jan 08, 2026
CALTON & ASSOCIATES, INC. History Added to 14,356 3,044 0.45% 0.4% 527 +1,504 11.7% Q4 2025 Feb 10, 2026
Sovereign Financial Group, Inc. History Added to 14,323 3,037 0.52% 0.39% 528 +4,240 42.05% Q4 2025 Jan 07, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 14,287 3,029 0.01% 14.15% 529 -477 -3.23% Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 14,153 3,001 0.47% 0.47% 530 -63 -0.44% Q4 2025 Jan 23, 2026
ALLSTATE CORP History No change 14,138 2,998 0.04% 0.07% 531 0 0.0% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History Reduced 14,052 2,980 1.07% 1.06% 532 -119 -0.84% Q4 2025 Jan 22, 2026
Coign Capital Advisors LLC History Added to 14,025 2,974 1.56% 1.56% 533 +322 2.35% Q4 2025 Jan 20, 2026
SWP FINANCIAL LLC History Added to 14,002 2,969 1.49% 1.37% 534 +946 7.25% Q4 2025 Jan 16, 2026
OpenArc Corporate Advisory, LLC History New 13,965 2,961 0.05% — 535 +13,965 New Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Added to 13,900 2,947 0.67% 0.62% 536 +548 4.1% Q4 2025 Feb 05, 2026
Truepoint, Inc. History No change 13,868 2,941 0.07% 0.07% 537 0 0.0% Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 13,559 2,939 0.16% 0.19% 538 -3,186 -19.03% Q4 2025 Feb 04, 2026
Clearview Wealth Advisors LLC History Added to 13,829 2,932 1.86% 1.33% 539 +3,805 37.96% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 13,811 2,929 0.21% — 540 +13,811 New Q4 2025 Feb 11, 2026
Commonwealth Financial Services, LLC History Added to 13,524 2,868 0.47% 0.44% 541 +1,019 8.15% Q4 2025 Feb 06, 2026
PKS Advisory Services, LLC History Added to 13,458 2,853 0.65% 0.57% 542 +199 1.5% Q4 2025 Feb 02, 2026
Merkkuri Wealth Advisors LLC History Added to 13,363 2,833 1.93% 1.5% 543 +3,349 33.44% Q4 2025 Jan 29, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 13,330 2,826 1.19% 1.18% 544 0 0.0% Q4 2025 Feb 06, 2026
PGIM Custom Harvest LLC History Added to 13,282 2,816 0.04% 0.04% 545 +270 2.08% Q4 2025 Feb 17, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 13,242 2,808 0.66% 0.66% 546 -8 -0.06% Q4 2025 Jan 08, 2026
Avior Wealth Management, LLC History Reduced 13,192 2,797 0.09% 0.09% 547 -177 -1.32% Q4 2025 Jan 06, 2026
Graves Light Lenhart Wealth, Inc. History Added to 13,020 2,761 0.29% 0.3% 548 +1 0.01% Q4 2025 Jan 09, 2026
BANK OF HAWAII History No change 12,929 2,741 0.14% 0.13% 549 0 0.0% Q4 2025 Mar 03, 2026
WealthTrak Capital Management LLC History Added to 12,876 2,730 1.95% 1.48% 550 +4,176 48.0% Q4 2025 Feb 10, 2026
Wellspring Financial Advisors, LLC History Added to 12,871 2,729 0.22% 0.23% 551 +816 6.77% Q4 2025 Feb 11, 2026
SUTTON PLACE INVESTORS LLC History Added to 12,810 2,716 1.49% 1.17% 552 +2,858 28.72% Q4 2025 Jan 21, 2026
Clear Creek Financial Management, LLC History Added to 12,798 2,714 0.22% 0.22% 553 +762 6.33% Q4 2025 Jan 23, 2026
Ellis Investment Partners, LLC History Reduced 12,709 2,695 0.47% 0.51% 554 -849 -6.26% Q4 2025 Feb 02, 2026
SeaBridge Investment Advisors LLC History No change 12,701 2,693 0.44% 0.43% 555 0 0.0% Q4 2025 Jan 26, 2026
Operose Advisors LLC History Added to 12,649 2,682 0.62% 0.65% 556 +72 0.57% Q4 2025 Feb 10, 2026
Raleigh Capital Management Inc. History Added to 12,539 2,659 0.97% 0.72% 557 +3,374 36.81% Q4 2025 Jan 21, 2026
JANE STREET GROUP, LLC History Added to 12,500 2,650 0.0% 0.0% 559 +9,900 380.77% Q4 2025 Feb 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 12,496 2,650 0.03% 0.03% 558 +1,330 11.91% Q4 2025 Feb 09, 2026
Venturi Wealth Management, LLC History Added to 12,488 2,648 0.12% 0.12% 560 +193 1.57% Q4 2025 Jan 22, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 12,480 2,646 0.77% 0.78% 561 +962 8.35% Q4 2025 Feb 11, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 12,406 2,630 0.13% 0.13% 562 0 0.0% Q4 2025 Feb 03, 2026
REGIMEN WEALTH, LLC History Added to 12,394 2,628 0.77% 0.76% 563 +61 0.49% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 12,246 2,597 0.0% — 564 +12,246 New Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Added to 12,233 2,594 0.05% 0.04% 565 +3,165 34.9% Q4 2025 Feb 13, 2026
Sequent Asset Management, LLC History No change 12,162 2,579 1.15% 1.19% 566 0 0.0% Q4 2025 Feb 10, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 12,118 2,578 1.53% 1.55% 567 -900 -6.91% Q4 2025 Jan 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 12,055 2,556 0.03% 0.04% 568 -4,080 -25.29% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 12,049 2,555 0.01% 0.01% 569 +104 0.87% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 12,021 2,549 0.52% 0.49% 570 +1,763 17.19% Q4 2025 Feb 11, 2026
B&D White Capital Company, LLC History No change 12,020 2,549 0.3% 0.32% 571 0 0.0% Q4 2025 Feb 13, 2026
Great Point Wealth Advisors, LLC History No change 12,001 2,544 0.46% 0.47% 572 0 0.0% Q4 2025 Jan 26, 2026
WealthBridge Capital Management, LLC History Added to 11,930 2,530 0.58% 0.57% 573 +72 0.61% Q4 2025 Jan 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 11,863 2,515 0.19% 0.18% 574 -598 -4.8% Q4 2025 Jan 23, 2026
Vantus Wealth LLC History New 11,859 2,514 1.85% — 575 +11,859 New Q4 2025 Feb 10, 2026
Signal Advisors Wealth, LLC History Added to 11,818 2,506 0.2% 0.17% 576 +2,808 31.17% Q4 2025 Jan 13, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 11,737 2,488 2.6% 2.41% 577 -90 -0.76% Q4 2025 Jan 20, 2026
Alta Wealth Advisors LLC History Added to 11,677 2,476 0.83% 0.5% 578 +4,965 73.97% Q4 2025 Feb 03, 2026
TRUE Private Wealth Advisors History Reduced 11,663 2,473 0.25% 0.25% 579 -178 -1.5% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Added to 11,648 2,470 0.3% 0.27% 580 +1,440 14.11% Q4 2025 Jan 22, 2026
Accelerate Investment Advisors LLC History Added to 11,566 2,452 1.65% 1.35% 581 +1,969 20.52% Q4 2025 Jan 12, 2026
Bleakley Financial Group, LLC History New 11,534 2,446 0.04% — 582 +11,534 New Q4 2025 Feb 09, 2026
Bryn Mawr Trust Advisors, LLC History Added to 11,464 2,431 0.12% 0.11% 583 +459 4.17% Q4 2025 Feb 04, 2026
Axis Wealth Partners, LLC History Reduced 11,462 2,430 1.34% 1.87% 584 -4,052 -26.12% Q4 2025 Jan 30, 2026
AlTi Global, Inc. History No change 11,453 2,428 0.05% 0.06% 585 0 0.0% Q4 2025 Feb 13, 2026
May Barnhard Investments LLC History Added to 11,404 2,418 1.14% 1.09% 586 +27 0.24% Q4 2025 Jan 28, 2026
Wealth Dimensions Group, Ltd. History Reduced 11,348 2,406 0.48% 0.49% 587 -265 -2.28% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 11,278 2,391 0.06% 0.03% 588 +5,844 107.55% Q4 2025 Jan 23, 2026
Roble, Belko & Company, Inc History No change 11,238 2,383 0.31% 0.31% 589 0 0.0% Q4 2025 Jan 12, 2026
Smartleaf Asset Management LLC History Added to 11,118 2,374 0.09% 0.14% 590 +416 3.89% Q4 2025 Feb 13, 2026
Yukon Wealth Management, Inc. History Added to 10,677 2,359 1.36% 0.64% 591 +1,278 13.6% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,074 2,348 0.01% 0.01% 592 0 0.0% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 10,945 2,321 0.0% 0.0% 593 +1,547 16.46% Q4 2025 Feb 05, 2026
Crestwood Advisors Group, LLC History Added to 10,910 2,313 0.04% 0.04% 594 +82 0.76% Q4 2025 Feb 03, 2026
GenTrust, LLC History No change 10,900 2,311 0.1% 0.1% 595 0 0.0% Q4 2025 Feb 02, 2026
Schneider Downs Wealth Management Advisors, LP History No change 10,893 2,310 0.26% 0.27% 596 0 0.0% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 10,861 2,303 0.05% 0.04% 597 +2,216 25.63% Q4 2025 Jan 14, 2026
Fisher Asset Management, LLC History Added to 10,829 2,296 0.0% 0.0% 598 +1,400 14.85% Q4 2025 Feb 09, 2026
Cassilly Financial Group LLC History New 10,816 2,293 2.03% — 599 +10,816 New Q4 2025 Jan 15, 2026
Two West Capital Advisors LLC History Added to 10,810 2,292 1.33% 0.89% 600 +3,764 53.42% Q4 2025 Jan 13, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 10,804 2,291 0.29% 0.29% 601 -139 -1.27% Q4 2025 Feb 03, 2026
MidFirst Bank History New 10,757 2,281 0.18% — 602 +10,757 New Q4 2025 Feb 25, 2026
Marietta Wealth Management, LLC History Reduced 10,734 2,276 0.26% 0.27% 603 -100 -0.92% Q4 2025 Jan 28, 2026
UPTICK PARTNERS, LLC History Added to 10,689 2,266 0.48% 0.56% 604 +355 3.44% Q4 2025 Feb 02, 2026
United Advisor Group, LLC History Added to 10,615 2,251 0.28% 0.28% 605 +472 4.65% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 10,582 2,243 0.13% 0.11% 606 +653 6.58% Q4 2025 Feb 17, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 10,575 2,243 0.54% 0.54% 607 -220 -2.04% Q4 2025 Jan 29, 2026
Aptus Capital Advisors, LLC History Added to 10,537 2,234 0.02% 0.02% 608 +219 2.12% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 10,500 2,226 0.0% 0.0% 609 +3,000 40.0% Q4 2025 Feb 17, 2026
Sterling Investment Counsel, LLC History Added to 10,480 2,222 0.64% 0.69% 610 +4 0.04% Q4 2025 Jan 27, 2026
Fortitude Family Office, LLC History Added to 10,399 2,205 0.51% 0.57% 611 +99 0.96% Q4 2025 Jan 15, 2026
WHITTIER TRUST CO History No change 10,186 2,203 0.02% 0.02% 612 0 0.0% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 10,303 2,187 0.7% 0.63% 613 +1,607 18.48% Q4 2025 Feb 10, 2026
Able Wealth Management LLC History Added to 10,214 2,166 0.69% 0.79% 614 +84 0.83% Q4 2025 Jan 27, 2026
COMMERCE BANK History No change 10,188 2,160 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 13, 2026
Tranquility Partners, LLC History Reduced 10,179 2,158 0.78% 0.71% 616 -44 -0.43% Q4 2025 Feb 03, 2026
Transamerica Financial Advisors, LLC History Added to 10,166 2,155 0.18% 0.07% 617 +6,148 153.01% Q4 2025 Feb 13, 2026
Insight Advisors, LLC/ PA History Reduced 10,148 2,152 0.33% 0.34% 618 -613 -5.7% Q4 2025 Feb 11, 2026
CLG LLC History Reduced 10,121 2,146 0.53% 0.65% 619 -1,382 -12.01% Q4 2025 Jan 15, 2026
17 CAPITAL PARTNERS, LLC History Reduced 10,056 2,132 1.1% 1.18% 620 -408 -3.9% Q4 2025 Feb 13, 2026
Birnam Oak Advisors, LP History No change 10,000 2,120 0.47% 0.47% 621 0 0.0% Q4 2025 Feb 17, 2026
Atlatl Advisers LLC History Added to 9,978 2,116 0.81% 0.46% 622 +4,310 76.04% Q4 2025 Feb 09, 2026
FOCUSED ALPHA, LLC History New 9,977 2,115 0.62% — 624 +9,977 New Q4 2025 Feb 13, 2026
COFG Advisors, LLC History New 9,975 2,115 0.52% — 623 +9,975 New Q4 2025 Feb 10, 2026
Saxony Capital Management, LLC History New 9,945 2,109 1.29% — 625 +9,945 New Q4 2025 Jan 15, 2026
Apella Capital, LLC History Added to 9,945 2,109 0.04% 0.04% 626 +356 3.71% Q4 2025 Jan 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 9,879 2,095 0.36% 0.38% 627 -920 -8.52% Q4 2025 Jan 27, 2026
High Point Wealth Management, LLC History New 9,849 2,088 1.96% — 629 +9,849 New Q4 2025 Jan 29, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 9,850 2,088 0.96% 0.76% 628 +2,576 35.41% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 9,837 2,086 0.01% 0.01% 630 +2,419 32.61% Q4 2025 Jan 12, 2026
TSFG, LLC History Reduced 9,767 2,071 0.31% 0.41% 631 -2,706 -21.69% Q4 2025 Feb 04, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 9,749 2,067 0.34% — 632 +9,749 New Q4 2025 Feb 18, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 9,707 2,058 0.68% 0.69% 633 -165 -1.67% Q4 2025 Jan 22, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 9,696 2,056 0.29% 0.29% 634 -253 -2.54% Q4 2025 Jan 26, 2026
BEACON ADVISORS HOLDINGS, LLC History New 9,623 2,040 1.07% — 635 +9,623 New Q4 2025 Feb 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 9,547 2,024 0.14% 0.13% 636 +1,522 18.97% Q4 2025 Feb 03, 2026
SONATA CAPITAL GROUP INC History Added to 9,544 2,023 0.73% 0.73% 637 +18 0.19% Q4 2025 Jan 26, 2026
Hirtle Callaghan & Co LLC History Reduced 9,505 2,015 0.07% 0.07% 638 -307 -3.13% Q4 2025 Feb 04, 2026
Bernardo Wealth Planning LLC History Added to 9,495 2,013 0.38% 0.38% 639 +49 0.52% Q4 2025 Jan 26, 2026
Neumann Capital Management, LLC History Reduced 9,489 2,012 0.58% 0.58% 640 -156 -1.62% Q4 2025 Jan 14, 2026
Essex Financial Services, Inc. History Reduced 9,481 2,010 0.11% 0.13% 641 -696 -6.84% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 9,460 2,006 0.04% 0.04% 642 -16 -0.17% Q4 2025 Feb 05, 2026
Sonoma Private Wealth LLC History Reduced 9,438 2,001 2.42% 2.45% 643 -482 -4.86% Q4 2025 Feb 17, 2026
Integrated Wealth Management History New 9,424 1,998 2.25% — 644 +9,424 New Q4 2025 Mar 03, 2026
NorthLanding Financial Partners, LLC History Reduced 9,386 1,990 1.6% 1.67% 645 -296 -3.06% Q4 2025 Jan 26, 2026
Park Place Capital Corp History Reduced 9,361 1,985 0.41% 0.42% 646 -290 -3.0% Q4 2025 Jan 09, 2026
WBH ADVISORY INC History Added to 9,321 1,976 0.15% 0.15% 647 +6 0.06% Q4 2025 Jan 26, 2026
Kohmann Bosshard Financial Services, LLC History No change 9,301 1,972 0.18% 0.2% 648 0 0.0% Q4 2025 Jan 30, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 9,237 1,958 0.12% 0.12% 649 0 0.0% Q4 2025 Jan 23, 2026
Crusonia Wealth Advisors LLC History New 9,142 1,938 0.43% — 650 +9,142 New Q4 2025 Feb 18, 2026
Capital Square, LLC History Added to 9,127 1,935 0.99% 0.95% 651 +62 0.68% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History No change 9,085 1,926 0.21% 0.22% 652 0 0.0% Q4 2025 Feb 10, 2026
Prosperity Consulting Group, LLC History Added to 9,066 1,922 0.09% 0.07% 653 +2,522 38.54% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 9,058 1,920 0.12% 0.12% 654 +247 2.8% Q4 2025 Feb 03, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 9,049 1,919 0.29% 0.3% 655 0 0.0% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Added to 9,021 1,913 0.12% 0.09% 656 +2,227 32.78% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 9,016 1,912 0.12% 0.09% 657 +2,676 42.21% Q4 2025 Feb 06, 2026
HBK Sorce Advisory LLC History Added to 8,597 1,909 0.04% 0.04% 658 +515 6.37% Q4 2025 Feb 09, 2026
Sachetta, LLC History Reduced 8,938 1,895 1.04% 0.73% 659 -515 -5.45% Q4 2025 Feb 02, 2026
WESPAC Advisors, LLC History Added to 8,921 1,891 1.03% 0.63% 660 +3,712 71.26% Q4 2025 Jan 14, 2026
LaSalle St. Investment Advisors, LLC History Added to 8,880 1,883 0.3% 0.28% 661 +1,412 18.91% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History Added to 8,873 1,881 0.53% 0.49% 662 +254 2.95% Q4 2025 Feb 06, 2026
Finley Financial, LLC History Reduced 8,835 1,873 0.86% 0.87% 663 -250 -2.75% Q4 2025 Jan 21, 2026
Forum Financial Management, LP History Added to 8,826 1,871 0.02% 0.02% 664 +420 5.0% Q4 2025 Jan 27, 2026
Procyon Advisors, LLC History Added to 8,734 1,852 0.09% 0.1% 665 +195 2.28% Q4 2025 Jan 07, 2026
Taylor Financial Group, Inc. History No change 8,737 1,852 1.09% 1.04% 666 0 0.0% Q4 2025 Feb 06, 2026
SIMON QUICK ADVISORS, LLC History Reduced 8,725 1,850 0.08% 0.1% 667 -2,189 -20.06% Q4 2025 Jan 29, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 8,727 1,850 0.64% 0.59% 668 +1,496 20.69% Q4 2025 Jan 08, 2026
GeoWealth Management, LLC History Reduced 8,707 1,846 0.07% 0.16% 669 -12,585 -59.11% Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Added to 8,646 1,833 0.32% 0.24% 670 +2,447 39.47% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 8,639 1,832 0.04% 0.02% 671 +3,309 62.08% Q4 2025 Feb 06, 2026
Catalina Capital Group, LLC History Added to 8,549 1,812 1.1% 0.73% 672 +2,778 48.14% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,373 1,810 0.04% 0.04% 673 0 0.0% Q4 2025 Jan 26, 2026
Renasant Bank History Reduced 8,534 1,809 1.23% 1.14% 674 -200 -2.29% Q4 2025 Jan 30, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 8,521 1,807 0.7% 0.66% 675 +194 2.33% Q4 2025 Feb 13, 2026
BigSur Wealth Management LLC History No change 8,500 1,802 0.44% 0.43% 676 0 0.0% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 8,475 1,797 0.1% 0.1% 677 +320 3.92% Q4 2025 Jan 20, 2026
BAILARD, INC. History Reduced 8,432 1,788 0.04% 0.04% 678 -669 -7.35% Q4 2025 Feb 04, 2026
CRA Financial Services, LLC History Added to 8,434 1,788 0.23% 0.23% 679 +163 1.97% Q4 2025 Jan 16, 2026
Heritage Financial Services, LLC History No change 8,411 1,783 0.15% 0.16% 680 0 0.0% Q4 2025 Feb 02, 2026
DURANTE & WATERS, LLC History Reduced 8,344 1,769 1.23% 1.94% 681 -4,413 -34.59% Q4 2025 Jan 30, 2026
Braeburn Wealth Management LLC History New 8,274 1,754 0.9% — 682 +8,274 New Q4 2025 Feb 18, 2026
PINNACLE ASSOCIATES LTD History Added to 8,226 1,744 0.02% 0.02% 683 +38 0.46% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 8,218 1,742 0.01% — 684 +8,218 New Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Reduced 8,192 1,737 0.63% 0.64% 685 -99 -1.19% Q4 2025 Feb 05, 2026
Plum Street Advisors, LLC History Reduced 8,195 1,737 0.62% 0.65% 686 -9 -0.11% Q4 2025 Feb 13, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 8,161 1,730 0.59% 0.58% 687 -37 -0.45% Q4 2025 Jan 05, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 8,152 1,728 0.23% 0.24% 688 -275 -3.26% Q4 2025 Feb 12, 2026
Resurgent Financial Advisors LLC History Added to 8,137 1,725 0.86% 0.59% 689 +2,281 38.95% Q4 2025 Feb 12, 2026
Discipline Wealth Solutions, LLC History Reduced 8,134 1,725 0.32% 0.55% 690 -2,036 -20.02% Q4 2025 Jan 26, 2026
Beacon Financial Advisory LLC History Added to 8,106 1,719 0.4% 0.29% 691 +2,140 35.87% Q4 2025 Feb 17, 2026
Infinity Wealth Counsel, LLC History Reduced 8,109 1,719 1.57% 1.63% 692 -40 -0.49% Q4 2025 Jan 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 8,099 1,717 0.46% 0.27% 693 +4,969 158.75% Q4 2025 Feb 09, 2026
Hopwood Financial Services, Inc. History No change 8,063 1,709 1.2% 1.11% 694 0 0.0% Q4 2025 Jan 16, 2026
Trilogy Capital Inc. History Added to 8,023 1,701 0.08% 0.07% 695 +202 2.58% Q4 2025 Jan 22, 2026
WHITE PINE CAPITAL LLC History Added to 8,000 1,696 0.47% 0.39% 696 +1,418 21.54% Q4 2025 Feb 09, 2026
Glenview Trust Co History Reduced 7,984 1,693 0.03% 0.03% 697 -30 -0.37% Q4 2025 Feb 09, 2026
Aspire Private Capital, LLC History Added to 7,962 1,688 0.38% 0.24% 698 +2,351 41.9% Q4 2025 Jan 16, 2026
Perennial Investment Advisors, LLC History Added to 7,957 1,687 0.13% 0.12% 699 +831 11.66% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History Reduced 7,933 1,682 0.4% 0.43% 700 -164 -2.03% Q4 2025 Jan 12, 2026
Eldridge Investment Advisors, Inc. History No change 7,885 1,672 0.37% 0.37% 701 0 0.0% Q4 2025 Feb 11, 2026
Dentgroup LLC History Reduced 7,875 1,670 1.15% 1.06% 702 -95 -1.19% Q4 2025 Jan 28, 2026
OMNI 360 Wealth, Inc. History Added to 7,675 1,668 0.85% 0.73% 704 +1,402 22.35% Q4 2025 Jan 29, 2026
Avantax Planning Partners, Inc. History Reduced 7,869 1,668 0.05% 0.05% 703 -58 -0.73% Q4 2025 Feb 05, 2026
Semus Wealth Partners LLC History Added to 7,839 1,662 0.9% 0.65% 705 +2,306 41.68% Q4 2025 Jan 27, 2026
BIP Wealth, LLC History Added to 7,816 1,657 0.06% 0.06% 706 +1,815 30.24% Q4 2025 Jan 21, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 7,799 1,653 0.13% 0.15% 707 -422 -5.13% Q4 2025 Jan 28, 2026
Elm Partners Management LLC History Added to 7,791 1,652 0.07% 0.08% 708 +94 1.22% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Added to 7,782 1,650 0.05% 0.04% 709 +1,847 31.12% Q4 2025 Feb 12, 2026
Apex Wealth Management, LLC History Reduced 7,595 1,650 1.68% 1.12% 710 -8 -0.11% Q4 2025 Jan 26, 2026
JT Stratford LLC History Added to 7,779 1,649 0.21% 0.14% 711 +2,759 54.96% Q4 2025 Feb 12, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 7,558 1,634 0.24% 0.35% 712 +2,262 42.71% Q4 2025 Jan 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 7,704 1,633 1.36% 0.74% 713 +3,327 76.01% Q4 2025 Jan 23, 2026
NICOLET ADVISORY SERVICES, LLC History No change 7,520 1,633 0.11% 0.12% 714 0 0.0% Q4 2025 Feb 13, 2026
Lee Financial Co History Reduced 7,695 1,631 0.22% 0.21% 715 -244 -3.07% Q4 2025 Jan 22, 2026
FWG Investments, LLC. History Added to 7,676 1,627 1.04% 0.62% 717 +3,307 75.69% Q4 2025 Jan 28, 2026
Klaas Financial Asset Advisors, LLC History Reduced 7,675 1,627 0.24% 0.24% 716 -129 -1.65% Q4 2025 Jan 27, 2026
Sound Income Strategies, LLC History Reduced 7,464 1,621 0.08% 0.09% 718 -719 -8.79% Q4 2025 Jan 21, 2026
Kingsview Wealth Management, LLC History Added to 7,594 1,610 0.02% 0.02% 719 +2,809 58.7% Q4 2025 Feb 09, 2026
Traub Capital Management LLC History Reduced 7,590 1,609 1.55% 1.59% 720 -182 -2.34% Q4 2025 Jan 29, 2026
BANK OF NOVA SCOTIA History Added to 7,555 1,602 0.0% 0.0% 721 +271 3.72% Q4 2025 Feb 13, 2026
Pitcairn Wealth Advisors LLC History New 7,530 1,596 0.14% — 723 +7,530 New Q4 2025 Feb 13, 2026
MA Private Wealth History Added to 7,528 1,596 0.27% 0.26% 722 +27 0.36% Q4 2025 Feb 03, 2026
Strategies Wealth Advisors, LLC History Reduced 7,521 1,595 0.16% 0.16% 724 -24 -0.32% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 7,508 1,592 0.08% 0.07% 725 +520 7.44% Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History Added to 7,502 1,590 0.14% 0.12% 726 +789 11.75% Q4 2025 Jan 26, 2026
AMARA FINANCIAL, LLC. History Added to 7,480 1,586 1.1% 1.13% 727 +35 0.47% Q4 2025 Feb 03, 2026
AWM CAPITAL, LLC History Added to 7,465 1,583 0.14% 0.14% 728 +18 0.24% Q4 2025 Feb 17, 2026
Tempus Wealth Planning, LLC History Added to 7,459 1,581 0.36% 0.26% 729 +1,956 35.54% Q4 2025 Jan 16, 2026
STEPHENS INC /AR/ History Reduced 7,394 1,567 0.02% 0.03% 730 -2,140 -22.45% Q4 2025 Feb 05, 2026
Silver Grove Financial Group, Inc. History No change 7,562 1,561 1.35% 1.48% 731 0 0.0% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 7,336 1,555 0.07% 0.04% 732 +5,078 224.89% Q4 2025 Feb 17, 2026
Jaffetilchin Investment Partners, LLC History Added to 7,329 1,554 0.09% 0.09% 733 +138 1.92% Q4 2025 Jan 15, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 7,317 1,551 0.18% 0.18% 734 -224 -2.97% Q4 2025 Jan 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 7,300 1,548 0.08% 0.08% 735 0 0.0% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 7,270 1,541 0.04% 0.04% 736 -169 -2.27% Q4 2025 Jan 12, 2026
Rathbones Group PLC History Added to 7,268 1,541 0.01% 0.01% 737 +9 0.12% Q4 2025 Feb 06, 2026
Diversified Portfolios, Inc. History No change 7,225 1,532 0.13% 0.13% 738 0 0.0% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 7,193 1,525 0.04% 0.05% 739 -502 -6.52% Q4 2025 Feb 03, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 7,175 1,521 0.11% 0.11% 740 -314 -4.19% Q4 2025 Jan 07, 2026
Forum Private Client Group LLC History Added to 7,172 1,521 0.52% 0.51% 741 +284 4.12% Q4 2025 Feb 06, 2026
Private Wealth Management Group, LLC History Added to 7,164 1,519 0.41% 0.39% 742 +325 4.75% Q4 2025 Jan 23, 2026
Qube Research & Technologies Ltd History Added to 7,147 1,515 0.0% 0.0% 743 +4,935 223.1% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 7,128 1,511 0.04% 0.06% 744 -1,164 -14.04% Q4 2025 Feb 19, 2026
Avantra Family Wealth, Inc. History Reduced 7,109 1,507 1.09% 1.1% 745 -26 -0.36% Q4 2025 Jan 21, 2026
CATALYST PRIVATE WEALTH, LLC History No change 7,074 1,500 0.66% 0.64% 746 0 0.0% Q4 2025 Jan 14, 2026
ARWA LLC History New 7,028 1,490 0.87% — 747 +7,028 New Q4 2025 Feb 27, 2026
Pallas Capital Advisors LLC History Added to 7,018 1,488 0.05% 0.05% 748 +343 5.14% Q4 2025 Jan 14, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 7,016 1,487 0.88% 0.9% 749 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History Added to 6,997 1,483 0.36% 0.33% 750 +559 8.68% Q4 2025 Jan 07, 2026
TrinityBridge Ltd History No change 6,958 1,475 0.03% 0.03% 751 0 0.0% Q4 2025 Feb 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 6,931 1,469 1.1% 1.16% 752 0 0.0% Q4 2025 Feb 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,886 1,460 0.14% 0.14% 753 0 0.0% Q4 2025 Jan 20, 2026
Mattern Wealth Management LLC History Reduced 6,835 1,449 0.28% 0.29% 754 -178 -2.54% Q4 2025 Jan 16, 2026
Emergent Wealth Advisors, LLC History Reduced 6,806 1,443 0.81% 0.83% 755 -91 -1.32% Q4 2025 Jan 14, 2026
WORLD EQUITY GROUP, INC. History Reduced 6,799 1,441 0.4% 0.32% 756 -89 -1.29% Q4 2025 Jan 12, 2026
Idaho Trust Co History Reduced 6,786 1,439 0.48% 0.49% 757 -217 -3.1% Q4 2025 Feb 05, 2026
Fonville Wealth Management LLC History Reduced 6,752 1,431 0.29% 0.32% 758 -175 -2.53% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Added to 6,736 1,428 0.03% 0.03% 759 +494 7.91% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History No change 6,733 1,427 0.01% 0.01% 760 0 0.0% Q4 2025 Feb 17, 2026
NORTHLAND SECURITIES, INC. History New 6,654 1,411 1.35% — 761 +6,654 New Q4 2025 Jan 23, 2026
Mason & Associates, LLC History Reduced 6,614 1,402 0.32% 0.35% 762 -549 -7.66% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Added to 6,569 1,393 0.05% 0.05% 763 +90 1.39% Q4 2025 Feb 06, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 6,550 1,389 0.04% 0.03% 765 +642 10.87% Q4 2025 Feb 13, 2026
King Wealth Management Group History No change 6,550 1,389 0.17% 0.17% 764 0 0.0% Q4 2025 Feb 09, 2026
LTG Capital LLC History Reduced 6,543 1,387 1.08% 1.1% 766 -233 -3.44% Q4 2025 Feb 11, 2026
TrueWealth Advisors, LLC History Added to 6,539 1,386 0.36% 0.25% 767 +2,059 45.96% Q4 2025 Jan 07, 2026
Lakeridge Wealth Management LLC History Added to 6,538 1,386 0.63% 0.59% 768 +153 2.4% Q4 2025 Jan 07, 2026
Whitcomb & Hess, Inc. History Added to 6,365 1,379 0.33% 0.33% 769 +86 1.37% Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History Added to 6,487 1,375 0.04% 0.04% 770 +1,750 36.94% Q4 2025 Jan 20, 2026
Westmount Partners, LLC History Added to 6,482 1,374 0.34% 0.34% 772 +73 1.14% Q4 2025 Jan 15, 2026
Legacy Advisors, LLC History No change 6,482 1,374 0.15% 0.17% 771 0 0.0% Q4 2025 Jan 27, 2026
Fairscale Capital, LLC History Reduced 6,476 1,373 0.91% 0.95% 773 -204 -3.05% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Added to 6,473 1,372 0.14% 0.1% 774 +2,142 49.46% Q4 2025 Feb 13, 2026
GREENWOOD GEARHART INC History Reduced 6,400 1,357 0.07% 0.08% 775 -106 -1.63% Q4 2025 Feb 04, 2026
BBR PARTNERS, LLC History No change 6,352 1,347 0.07% 0.08% 776 0 0.0% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 6,335 1,343 0.35% — 778 +6,335 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 6,335 1,343 0.07% 0.08% 777 -178 -2.73% Q4 2025 Feb 10, 2026
Corundum Group, Inc. History Added to 6,320 1,340 0.45% 0.51% 779 +350 5.86% Q4 2025 Jan 12, 2026
VestGen Investment Management History Added to 6,301 1,336 0.74% 0.62% 780 +1,341 27.04% Q4 2025 Feb 18, 2026
DBK Financial Counsel, LLC History No change 6,272 1,330 1.02% 1.09% 781 0 0.0% Q4 2025 Jan 26, 2026
Lifeworks Advisors, LLC History Added to 6,271 1,329 0.17% 0.11% 782 +2,104 50.49% Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 6,260 1,327 0.07% 0.07% 783 -146 -2.28% Q4 2025 Jan 26, 2026
Crescent Grove Advisors, LLC History Reduced 6,255 1,326 0.12% 0.12% 784 -75 -1.18% Q4 2025 Feb 11, 2026
CONNING INC. History No change 6,227 1,320 0.04% 0.04% 785 0 0.0% Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History Reduced 6,167 1,307 0.17% 0.18% 786 -44 -0.71% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Reduced 6,006 1,304 0.04% 0.05% 787 -106 -1.73% Q4 2025 Jan 27, 2026
CADINHA & CO LLC History No change 6,142 1,302 0.2% 0.17% 788 0 0.0% Q4 2025 Jan 28, 2026
Professional Financial Advisors, LLC History Reduced 6,113 1,296 0.26% 0.27% 789 -140 -2.24% Q4 2025 Jan 15, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 6,103 1,294 0.01% 0.01% 790 +116 1.94% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History Added to 6,080 1,289 0.04% 0.01% 791 +4,905 417.45% Q4 2025 Feb 12, 2026
WEALTHGARDEN F.S. LLC History Added to 5,935 1,288 0.85% 0.51% 792 +2,489 72.23% Q4 2025 Feb 11, 2026
Barnes Dennig Private Wealth Management LLC History Added to 6,058 1,284 1.29% 1.01% 793 +1,505 33.06% Q4 2025 Jan 14, 2026
Fiduciary Alliance LLC History Added to 6,048 1,282 0.08% 0.08% 794 +99 1.66% Q4 2025 Jan 22, 2026
Sendero Wealth Management, LLC History Added to 6,040 1,280 0.14% 0.15% 795 +4 0.07% Q4 2025 Jan 13, 2026
Montecito Bank & Trust History Added to 6,033 1,279 0.2% 0.19% 797 +85 1.43% Q4 2025 Jan 09, 2026
FIRST HORIZON CORP History Added to 6,035 1,279 0.06% 0.06% 796 +36 0.6% Q4 2025 Jan 27, 2026
WEALTH EFFECTS LLC History Added to 6,012 1,274 0.4% 0.4% 798 +30 0.5% Q4 2025 Jan 26, 2026
FIRST NATIONAL BANK OF OMAHA History New 5,960 1,272 0.04% — 799 +5,960 New Q4 2025 Feb 13, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 5,992 1,270 0.29% 0.32% 800 -1,280 -17.6% Q4 2025 Jan 29, 2026