iSHARES TRUST - IWF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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
BANK OF AMERICA CORP /DE/ History Added to 28,021,788 13,262,712 0.96% 0.88% 1 +441,514 1.6% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 27,636,174 13,080,202 0.78% 0.77% 2 +587,889 2.17% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 8,419,923 3,985,149 0.2% 0.21% 3 -366,431 -4.17% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 7,496,501 3,548,094 0.22% 0.21% 4 +70,843 0.95% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 7,048,298 3,335,959 0.41% 0.42% 5 -251,733 -3.45% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Added to 5,560,417 2,631,745 0.34% 0.33% 6 +101,545 1.86% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,266,916 2,492,831 0.74% 0.7% 7 +95,775 1.85% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 4,895,449 2,317,016 0.38% 0.43% 8 -995,086 -16.89% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 4,826,376 2,284,323 0.42% 0.39% 9 +483,370 11.13% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 3,755,659 1,777,553 0.49% 0.5% 10 +63,975 1.73% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,470,027 1,642,363 0.51% 0.51% 11 +86,713 2.56% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,064,892 1,450,613 0.79% 0.88% 12 -45,598 -1.47% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Reduced 2,717,137 1,286,021 2.0% 2.08% 13 -44,068 -1.6% Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 2,525,752 1,195,459 3.84% 3.98% 14 -4,057 -0.16% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Added to 2,088,999 988,723 1.32% 1.32% 15 +3,965 0.19% Q4 2025 Feb 02, 2026
ROYAL BANK OF CANADA History New 2,024,447 958,170 0.16% — 16 +2,024,447 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 1,908,493 903,192 1.03% 1.0% 17 +583,623 44.05% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,852,198 880,609 2.11% 2.15% 18 -43,166 -2.28% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,816,152 859,584 1.15% 1.21% 19 -184,958 -9.24% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Reduced 1,782,890 843,841 12.89% 13.22% 20 -7,366 -0.41% Q4 2025 Jan 20, 2026
Cetera Investment Advisers History Added to 1,563,061 739,796 0.81% 0.85% 21 +3,816 0.24% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,473,399 697,313 0.16% 0.15% 22 +49,583 3.48% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 1,378,722 652,574 4.93% — 23 +1,378,722 New Q4 2025 Feb 18, 2026
Circle Wealth Management, LLC History Added to 1,363,473 645,331 9.94% 11.73% 24 +76,250 5.92% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 1,284,186 607,811 0.55% 0.48% 25 +160,838 14.32% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 1,282,593 607,051 0.66% 0.69% 26 -7,901 -0.61% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 1,279,768 605,714 0.11% 0.1% 27 +53,913 4.4% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 1,190,695 563,556 0.95% 0.76% 28 +248,499 26.37% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 1,073,714 508,189 0.92% 0.81% 29 +184,738 20.78% Q4 2025 Mar 16, 2026
Align Financial, LLC History New 471,407 471,407 0.27% — 30 +471,407 New Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 985,874 466,614 0.01% 0.01% 31 -192,964 -16.37% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 978,071 462,920 0.54% 0.52% 32 +36,872 3.92% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 964,215 456,363 0.67% 0.61% 33 +165,835 20.77% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 922,097 436,428 0.11% 0.14% 34 -240,815 -20.71% Q4 2025 Feb 12, 2026
GLOBALT Investments LLC / GA History Reduced 906,369 428,984 15.66% 15.63% 35 -7,213 -0.79% Q4 2025 Feb 06, 2026
TWO SIGMA INVESTMENTS, LP History Added to 813,789 385,166 0.54% 0.41% 36 +226,932 38.67% Q4 2025 Feb 17, 2026
71 West Capital Partners History New 813,755 385,150 17.71% — 37 +813,755 New Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 796,030 376,761 6.23% — 38 +796,030 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 778,101 368,275 0.84% 0.85% 39 +14,749 1.93% Q4 2025 Feb 11, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 776,086 367,321 1.57% 0.35% 40 +548,235 240.61% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 757,177 358,410 0.52% 0.49% 41 -12,184 -1.58% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 808,581 333,647 0.45% 0.53% 42 +94,726 13.27% Q4 2025 Mar 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 666,557 315,481 0.2% 0.21% 43 -14,024 -2.06% Q4 2025 Feb 10, 2026
Dynasty Wealth Management, LLC History Added to 657,578 311,231 3.06% 0.22% 44 +622,083 1752.59% Q4 2025 Feb 10, 2026
CHOREO, LLC History Added to 644,156 307,230 3.91% 3.91% 45 +3,351 0.52% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 604,730 286,219 1.14% 1.08% 46 -10,150 -1.65% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 584,629 276,705 0.33% 0.35% 47 +5,861 1.01% Q4 2025 Feb 13, 2026
Waldron Private Wealth LLC History Reduced 570,836 270,175 10.68% 11.06% 48 -11,912 -2.04% Q4 2025 Jan 14, 2026
1ST SOURCE BANK History Reduced 565,330 267,570 14.04% 14.03% 49 -2,768 -0.49% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Reduced 547,774 259,261 3.27% 3.4% 50 -5,192 -0.94% Q4 2025 Feb 09, 2026
CITIGROUP INC History Reduced 541,772 256,420 0.11% 0.13% 51 -61,501 -10.19% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Added to 536,841 254,090 0.35% 0.19% 52 +228,609 74.17% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 526,778 249,323 0.61% 0.64% 53 +14,913 2.91% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 518,976 245,631 0.15% 0.15% 54 +38,915 8.11% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 492,105 232,913 0.7% 0.65% 55 +35,866 7.86% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 482,211 228,230 0.96% 0.98% 56 +2,766 0.58% Q4 2025 Feb 17, 2026
Creative Planning History Added to 478,804 226,618 0.16% 0.17% 57 +17,423 3.78% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 469,828 224,084 0.27% 0.42% 58 -286,029 -37.84% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 466,486 220,787 0.42% 0.45% 59 -220 -0.05% Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 453,533 214,657 1.19% 1.2% 60 -8,516 -1.84% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 448,988 212,506 1.36% — 61 +448,988 New Q4 2025 Jan 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 430,661 203,832 0.31% 0.34% 62 -7,997 -1.82% Q4 2025 Feb 18, 2026
STALEY CAPITAL ADVISERS INC History Reduced 411,047 194,548 8.02% 7.91% 63 -171 -0.04% Q4 2025 Feb 05, 2026
Johnson Financial Group, Inc. History Reduced 409,922 194,016 7.26% 7.53% 64 -18,491 -4.32% Q4 2025 Feb 12, 2026
Stairway Partners, LLC History Reduced 395,667 187,269 9.69% 10.54% 65 -27,939 -6.6% Q4 2025 Jan 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 393,249 187,086 0.25% 0.28% 66 -3,745 -0.94% Q4 2025 Jan 08, 2026
MAI Capital Management History Reduced 393,199 186,101 1.07% 1.17% 67 -7,249 -1.81% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 388,525 183,888 0.58% 0.59% 68 -2,146 -0.55% Q4 2025 Feb 02, 2026
J.Safra Asset Management Corp History Added to 383,813 181,658 9.53% 10.44% 69 +16,858 4.59% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Reduced 375,880 176,770 0.53% 0.55% 70 -1,109 -0.29% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 365,273 172,883 1.19% 1.05% 71 +26,307 7.76% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 362,006 171,337 1.05% 1.09% 72 -453 -0.12% Q4 2025 Jan 29, 2026
Oakworth Capital, Inc. History Reduced 352,983 167,066 9.12% 9.67% 73 -4,100 -1.15% Q4 2025 Jan 30, 2026
NATIXIS ADVISORS, LLC History Added to 349,850 165,584 0.23% 0.14% 74 +138,756 65.73% Q4 2025 Feb 10, 2026
CULLEN/FROST BANKERS, INC. History Reduced 346,021 163,771 1.8% 1.9% 75 -2,807 -0.8% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 344,749 163,169 0.02% 0.02% 76 -115,638 -25.12% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 342,498 162,104 0.06% 0.06% 77 -4,130 -1.19% Q4 2025 Feb 12, 2026
Hackensack Meridian Health, Inc. History New 337,000 159,502 14.54% — 78 +337,000 New Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 318,840 150,907 0.02% 0.04% 79 -479,180 -60.05% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 314,465 148,836 0.82% 0.93% 80 -30,810 -8.92% Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History Added to 301,211 142,562 5.91% 6.73% 81 +9,752 3.35% Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Reduced 297,250 140,688 0.99% 1.25% 82 -17,151 -5.46% Q4 2025 Feb 18, 2026
NewEdge Wealth, LLC History Added to 271,051 128,288 1.45% 0.79% 83 +155,962 135.51% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 270,496 128,026 0.49% — 84 +270,496 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 270,362 127,962 1.48% 1.49% 85 -3,963 -1.44% Q4 2025 Jan 21, 2026
Private Advisor Group, LLC History Reduced 269,696 127,646 0.6% 0.63% 86 -3,844 -1.41% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 266,004 125,899 0.52% — 87 +266,004 New Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Added to 263,018 124,486 0.33% 0.31% 88 +12,220 4.87% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 255,913 121,123 0.92% 0.98% 89 -7,022 -2.67% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Added to 255,439 120,942 1.5% 1.52% 90 +826 0.32% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Reduced 249,401 118,041 5.15% 5.41% 91 -5,875 -2.3% Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History Added to 242,771 114,903 0.44% 0.0% 92 +242,602 143551.48% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 237,958 112,634 0.06% 0.04% 93 +103,787 77.35% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 233,671 110,596 0.03% 0.04% 94 -51,884 -18.17% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 229,155 108,459 0.02% — 95 +229,155 New Q4 2025 Feb 17, 2026
Kensington Asset Management, LLC History No change 224,830 107,232 5.54% 6.31% 96 0 0.0% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 225,323 106,645 0.78% 0.92% 97 -26,969 -10.69% Q4 2025 Feb 12, 2026
Covenant Partners, LLC History Reduced 219,004 103,654 30.31% 29.42% 98 -2,523 -1.14% Q4 2025 Jan 26, 2026
CITADEL ADVISORS LLC History Reduced 213,900 101,238 0.02% 0.02% 99 -71,700 -25.11% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 210,929 99,832 0.36% 0.41% 100 +17,775 9.2% Q4 2025 Feb 18, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 210,655 99,703 0.36% 0.35% 101 -2,068 -0.97% Q4 2025 Jan 30, 2026
HSBC HOLDINGS PLC History Added to 207,280 98,105 0.05% 0.05% 102 +2,085 1.02% Q4 2025 Mar 20, 2026
Cambridge Investment Research Advisors, Inc. History Added to 205,720 97,367 0.26% 0.26% 103 +2,362 1.16% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 202,918 96,041 0.4% 0.38% 104 +27,335 15.57% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 200,563 94,926 0.77% 0.72% 105 +46,731 30.38% Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History Reduced 194,083 91,859 17.72% 17.83% 106 -1,417 -0.72% Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History Reduced 194,070 91,853 2.12% 2.18% 107 -664 -0.34% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 191,553 91,272 0.16% 0.18% 108 -8,829 -4.41% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 188,693 89,308 0.49% 0.26% 109 +62,656 49.71% Q4 2025 Jan 29, 2026
Americana Partners, LLC History Added to 183,774 86,980 2.39% 1.79% 110 +56,976 44.93% Q4 2025 Feb 06, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 182,074 86,175 7.91% 8.07% 111 -5,694 -3.03% Q4 2025 Feb 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 179,032 84,735 5.66% 5.68% 112 -972 -0.54% Q4 2025 Jan 08, 2026
EP Wealth Advisors, LLC History New 176,020 83,310 0.43% — 113 +176,020 New Q4 2025 Feb 18, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 172,114 81,461 1.03% 1.04% 114 -2,317 -1.33% Q4 2025 Feb 10, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 167,323 79,194 7.61% 7.65% 115 -2,893 -1.7% Q4 2025 Feb 23, 2026
BTG Pactual Asset Management US LLC History Reduced 178,572 75,818 7.38% 4.1% 116 -27,252 -13.24% Q4 2025 Feb 17, 2026
Ascent Wealth Partners, LLC History Reduced 156,838 74,231 8.54% 8.72% 117 -3,564 -2.22% Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History Added to 155,569 73,630 1.05% 0.63% 118 +44,506 40.07% Q4 2025 Feb 02, 2026
BANK OF NOVA SCOTIA History Reduced 152,750 72,296 0.11% 0.19% 119 -76,250 -33.3% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 151,001 71,468 0.04% 0.03% 120 +42,436 39.09% Q4 2025 Feb 17, 2026
Ellenbecker Investment Group History Added to 141,618 67,028 9.38% 9.62% 121 +2,467 1.77% Q4 2025 Jan 30, 2026
TruWealth Advisors, LLC History Reduced 138,388 65,498 3.2% 3.44% 122 -7,067 -4.86% Q4 2025 Jan 07, 2026
Paulson Wealth Management Inc. History Reduced 133,967 63,406 14.65% 15.67% 123 -7,580 -5.36% Q4 2025 Feb 05, 2026
Mesirow Financial Investment Management, Inc. History Reduced 131,599 62,290 1.28% 1.59% 124 -58,402 -30.74% Q4 2025 Feb 05, 2026
CWM, LLC History Added to 130,580 61,803 0.17% 0.13% 125 +35,647 37.55% Q4 2025 Jan 26, 2026
AMG National Trust Bank History Reduced 127,301 60,251 1.42% 1.47% 126 -1,895 -1.47% Q4 2025 Jan 30, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 126,922 60,072 1.2% 1.21% 127 -3,579 -2.74% Q4 2025 Feb 05, 2026
Rodgers & Associates, LTD History Reduced 125,775 59,529 6.03% 6.3% 128 -4,618 -3.54% Q4 2025 Jan 22, 2026
Cynosure Group, LLC History Reduced 125,643 59,466 6.05% 6.48% 129 -1,711 -1.34% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 124,203 58,785 0.87% 0.87% 130 +1,686 1.38% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 123,941 58,661 0.12% 0.13% 131 +25,433 25.82% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 123,532 58,467 2.13% 2.19% 132 -391 -0.32% Q4 2025 Feb 02, 2026
CX Institutional History Reduced 122,289 57,879 1.73% 1.8% 133 -4,359 -3.44% Q4 2025 Feb 02, 2026
Badgley Phelps Wealth Managers, LLC History Added to 119,684 56,646 1.04% 1.09% 134 +8,632 7.77% Q4 2025 Jan 28, 2026
Marquette Asset Management, LLC History Reduced 118,218 55,952 8.26% 8.57% 135 -1,368 -1.14% Q4 2025 Jan 16, 2026
Relyea Zuckerberg Hanson LLC History Reduced 117,900 55,801 5.64% 5.86% 136 -1,153 -0.97% Q4 2025 Jan 20, 2026
Equitable Holdings, Inc. History Added to 117,015 55,383 0.38% 0.39% 137 +2,497 2.18% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 116,778 55,270 1.19% 0.86% 138 +58,953 101.95% Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 116,211 55,002 0.45% 0.45% 139 +593 0.51% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 116,001 54,903 0.69% 0.69% 140 +3,524 3.13% Q4 2025 Feb 04, 2026
FRANKLIN RESOURCES INC History Added to 115,796 54,806 0.01% 0.0% 141 +72,992 170.53% Q4 2025 Feb 11, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 115,751 54,785 7.91% 7.97% 142 -456 -0.39% Q4 2025 Feb 06, 2026
Berkshire Money Management, Inc. History Added to 114,706 54,290 5.18% 5.47% 143 +1,188 1.05% Q4 2025 Jan 27, 2026
Capstone Financial Advisors, Inc. History Reduced 114,689 54,282 2.89% 2.92% 144 -139 -0.12% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 114,140 54,022 0.31% 0.34% 145 -5,721 -4.77% Q4 2025 Feb 10, 2026
Nadler Financial Group, Inc. History Reduced 111,632 52,835 4.91% 5.07% 146 -1,906 -1.68% Q4 2025 Jan 28, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 111,339 52,696 0.15% 0.2% 147 -57,783 -34.17% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History Added to 108,059 51,144 1.2% 0.8% 148 +37,231 52.57% Q4 2025 Feb 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 107,071 50,794 13.85% 14.12% 149 +2,317 2.21% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Reduced 106,142 50,237 0.01% 0.01% 150 -3,284 -3.0% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 104,269 49,350 0.61% 0.59% 151 +7,687 7.96% Q4 2025 Jan 29, 2026
Wealthspire Advisors, LLC History Reduced 103,351 48,916 0.39% 0.51% 152 -104,545 -50.29% Q4 2025 Feb 13, 2026
E&G Advisors, LP History Reduced 103,192 48,774 10.91% 11.31% 153 -685 -0.66% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History Reduced 102,406 48,468 0.29% 0.3% 154 -2,884 -2.74% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History Added to 102,671 48,436 0.08% 0.07% 155 +4,668 4.76% Q4 2025 Jan 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 102,235 48,388 0.02% 0.06% 156 -152,141 -59.81% Q4 2025 Feb 13, 2026
BOKF, NA History Added to 101,393 47,989 0.73% 0.69% 157 +4,017 4.13% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Added to 100,861 47,737 0.31% 0.29% 158 +10,750 11.93% Q4 2025 Jan 28, 2026
RMR Wealth Builders History Reduced 100,602 47,614 3.81% 4.01% 159 -1,694 -1.66% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 100,000 47,330 1.01% 1.02% 160 +3,363 3.48% Q4 2025 Feb 05, 2026
NorthRock Partners, LLC History Reduced 99,437 47,063 0.79% 0.94% 161 -11,496 -10.36% Q4 2025 Feb 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Added to 99,302 46,999 7.44% 6.63% 162 +12,141 13.93% Q4 2025 Feb 02, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Reduced 98,272 46,512 13.74% 14.54% 163 -3,563 -3.5% Q4 2025 Feb 04, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 97,888 46,331 25.48% 25.85% 164 -3,312 -3.27% Q4 2025 Jan 02, 2026
PARK AVENUE SECURITIES LLC History Added to 97,704 46,243 0.39% 0.35% 165 +3,285 3.48% Q4 2025 Jan 05, 2026
Hirtle Callaghan & Co LLC History Reduced 97,621 46,204 1.57% 1.68% 166 -4,651 -4.55% Q4 2025 Feb 04, 2026
Strategic Point Investment Advisors, LLC History Added to 97,613 46,200 6.39% 6.47% 167 +1,388 1.44% Q4 2025 Jan 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 96,821 45,825 0.28% 0.26% 168 +19,037 24.47% Q4 2025 Feb 17, 2026
Portfolio Strategies, Inc. History Reduced 96,378 45,614 5.28% 5.29% 169 -706 -0.73% Q4 2025 Jan 27, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 95,355 45,134 0.02% 0.02% 170 -8,474 -8.16% Q4 2025 Feb 02, 2026
Accredited Investors Inc. History Reduced 93,306 44,161 2.35% 2.6% 171 -6,087 -6.12% Q4 2025 Feb 05, 2026
JENNISON ASSOCIATES LLC History Added to 93,000 44,016 0.03% 0.01% 172 +65,754 241.33% Q4 2025 Jan 30, 2026
Ameritas Advisory Services, LLC History Added to 92,856 43,948 1.64% 1.81% 173 +33,835 57.33% Q4 2025 Feb 04, 2026
Waterway Wealth Management, LLC History Added to 155,356 43,376 9.82% 9.76% 174 +3,983 2.63% Q4 2025 Feb 17, 2026
RTD Financial Advisors, Inc. History Reduced 91,276 43,201 5.27% 5.45% 175 -5,580 -5.76% Q4 2025 Jan 27, 2026
BTC Capital Management, Inc. History Reduced 87,202 41,272 2.88% 2.88% 176 -1,840 -2.07% Q4 2025 Jan 15, 2026
MetLife Investment Management, LLC History Added to 86,600 40,987 0.2% 0.09% 177 +48,600 127.89% Q4 2025 Feb 12, 2026
StoneX Group Inc. History Reduced 85,605 40,519 1.76% 1.81% 178 -2,906 -3.28% Q4 2025 Feb 12, 2026
Capital Advisors Wealth Management, LLC History Reduced 83,815 39,669 5.4% 5.61% 179 -36 -0.04% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Added to 83,463 39,503 0.28% 0.19% 180 +28,174 50.96% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Reduced 83,320 39,435 1.76% 1.86% 181 -1,283 -1.52% Q4 2025 Jan 27, 2026
Bluesphere Advisors LLC History Added to 82,695 39,139 17.31% 17.57% 182 +854 1.04% Q4 2025 Jan 21, 2026
Sanchez Wealth Management Group History Reduced 81,479 38,563 8.25% 8.65% 183 -1,722 -2.07% Q4 2025 Feb 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 80,995 38,334 0.47% 0.12% 184 +57,687 247.5% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History Reduced 80,521 38,110 2.15% 2.4% 185 -6,998 -8.0% Q4 2025 Jan 14, 2026
Robertson Stephens Wealth Management, LLC History Reduced 80,272 37,993 0.99% 1.14% 186 -609 -0.75% Q4 2025 Feb 02, 2026
XML Financial, LLC History Reduced 80,253 37,983 3.1% 3.09% 187 -843 -1.04% Q4 2025 Feb 11, 2026
TSFG, LLC History Added to 79,144 37,459 5.6% 5.7% 188 +2,523 3.29% Q4 2025 Feb 04, 2026
Ullmann Wealth Partners Group, LLC History Reduced 76,000 36,904 3.84% 3.92% 189 -659 -0.86% Q4 2025 Feb 12, 2026
Simmons Bank History Reduced 77,447 36,655 2.45% 2.45% 190 -1,130 -1.44% Q4 2025 Feb 05, 2026
FULTON BANK, N.A. History Added to 77,304 36,587 1.26% 1.26% 191 +199 0.26% Q4 2025 Jan 08, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 76,657 36,281 0.26% 0.06% 192 +57,934 309.43% Q4 2025 Jan 09, 2026
Integrated Investment Consultants, LLC History Reduced 76,646 36,276 7.11% 8.85% 193 -34,760 -31.2% Q4 2025 Mar 03, 2026
Global Retirement Partners, LLC History Added to 76,359 36,140 0.64% 0.79% 194 +721 0.95% Q4 2025 Feb 06, 2026
Corundum Group, Inc. History Added to 76,132 36,033 12.09% 12.47% 195 +11,354 17.53% Q4 2025 Jan 12, 2026
DEUTSCHE BANK AG\ History Added to 75,585 35,774 0.01% 0.01% 196 +123 0.16% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Reduced 75,060 35,525 2.65% 2.82% 197 -2,878 -3.69% Q4 2025 Feb 13, 2026
B&D White Capital Company, LLC History Reduced 75,018 35,506 4.11% 4.5% 198 -32 -0.04% Q4 2025 Feb 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 74,911 35,455 1.77% 1.76% 199 -615 -0.81% Q4 2025 Feb 02, 2026
Arkadios Wealth Advisors History Added to 74,445 35,234 0.68% 0.47% 200 +32,276 76.54% Q4 2025 Feb 13, 2026
Montecito Bank & Trust History Reduced 74,216 35,126 5.6% 5.44% 201 -582 -0.78% Q4 2025 Jan 09, 2026
SMITH, MOORE & CO. History Added to 74,169 35,104 2.65% 2.66% 202 +110 0.15% Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Reduced 73,960 35,005 0.38% 0.69% 203 -56,148 -43.15% Q4 2025 Feb 12, 2026
Wellspring Financial Advisors, LLC History Reduced 73,672 34,887 2.76% 3.28% 204 -2,455 -3.22% Q4 2025 Feb 11, 2026
Avantax Planning Partners, Inc. History Reduced 72,138 34,142 0.95% 1.06% 205 -6,633 -8.42% Q4 2025 Feb 05, 2026
VestGen Advisors, LLC History Added to 72,085 34,117 1.45% 1.11% 206 +736 1.03% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Added to 71,958 34,057 0.36% 0.36% 207 +1,031 1.45% Q4 2025 Feb 10, 2026
AMI ASSET MANAGEMENT CORP History Added to 71,879 34,020 1.93% 0.29% 208 +60,693 542.58% Q4 2025 Jan 23, 2026
Saiph Capital, LLC History Reduced 71,837 34,000 12.21% 12.8% 209 -4,093 -5.39% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 71,631 33,903 0.83% 0.87% 210 +35 0.05% Q4 2025 Jan 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 71,061 33,633 3.62% 3.79% 211 -1,529 -2.11% Q4 2025 Jan 28, 2026
CONDOR CAPITAL MANAGEMENT History Added to 70,698 33,461 2.71% 2.71% 212 +219 0.31% Q4 2025 Feb 06, 2026
DSM CAPITAL PARTNERS LLC History Added to 70,639 33,433 0.5% 0.0% 213 +69,956 10242.46% Q4 2025 Feb 12, 2026
Winslow Capital Management, LLC History Added to 70,412 33,326 0.11% 0.04% 214 +45,391 181.41% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 70,146 33,200 0.18% 0.18% 215 -28 -0.04% Q4 2025 Jan 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 69,916 33,083 0.09% 0.07% 216 +12,149 21.03% Q4 2025 Feb 13, 2026
Jasper Ridge Partners, L.P. History No change 69,729 33,002 0.73% 0.74% 217 0 0.0% Q4 2025 Feb 12, 2026
Sheridan Capital Management, LLC History Added to 69,519 32,903 16.68% 16.72% 218 +1,940 2.87% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 68,806 32,565 0.11% 0.11% 219 +5,173 8.13% Q4 2025 Feb 06, 2026
Black Swift Group, LLC History Reduced 68,710 32,520 5.42% 5.7% 220 -370 -0.54% Q4 2025 Feb 10, 2026
Ball & Co Wealth Management Inc. History Reduced 68,372 32,360 20.84% 24.03% 221 -8,709 -11.3% Q4 2025 Jan 23, 2026
Ascent Group, LLC History Reduced 68,251 32,303 1.1% 1.18% 222 -2,673 -3.77% Q4 2025 Jan 20, 2026
Flaharty Asset Management, LLC History Reduced 67,988 32,178 4.02% 6.68% 223 -44,192 -39.39% Q4 2025 Feb 06, 2026
Fifth Third Wealth Advisors LLC History Added to 67,884 32,129 1.13% 1.14% 224 +2,139 3.25% Q4 2025 Jan 15, 2026
WCG Wealth Advisors LLC History Reduced 67,457 31,927 0.89% 2.02% 225 -1,422 -2.06% Q4 2025 Feb 10, 2026
Capital Planning Advisors, LLC History Added to 65,076 30,800 4.12% 4.12% 226 +1,026 1.6% Q4 2025 Feb 17, 2026
PFW Advisors LLC History Reduced 64,270 30,418 9.19% 9.04% 227 -966 -1.48% Q4 2025 Jan 12, 2026
TCW GROUP INC History New 62,304 29,488 0.21% — 228 +62,304 New Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Added to 61,676 29,191 0.43% 0.4% 229 +3,295 5.64% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 61,441 29,080 0.33% 0.06% 230 +54,043 730.51% Q4 2025 Jan 29, 2026
Legacy Edge Advisors, LLC History New 61,059 28,899 3.16% — 231 +61,059 New Q4 2025 Feb 02, 2026
NWAM LLC History Reduced 60,937 28,780 1.61% 1.59% 232 -1,477 -2.37% Q4 2025 Feb 04, 2026
Boulder Wealth Advisors, LLC History Reduced 60,756 28,755 12.15% 13.31% 233 -361 -0.59% Q4 2025 Feb 05, 2026
Claro Advisors Inc. History Added to 60,362 28,569 3.89% 3.71% 234 +6,118 11.28% Q4 2025 Feb 17, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 60,180 28,483 0.59% 0.61% 235 +60 0.1% Q4 2025 Feb 18, 2026
FIFTH THIRD SECURITIES, INC. History Added to 59,807 28,307 1.85% 1.78% 236 +4,174 7.5% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 59,123 28,193 0.84% 0.04% 237 +57,793 4345.34% Q4 2025 Feb 13, 2026
JMAC ENTERPRISES LLC History Added to 59,275 28,055 5.36% 5.36% 238 +1,442 2.49% Q4 2025 Jan 21, 2026
DT Investment Partners, LLC History No change 59,017 27,932 2.31% 2.34% 239 0 0.0% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Added to 57,025 26,989 0.31% 0.22% 240 +16,357 40.22% Q4 2025 Feb 05, 2026
&PARTNERS History Added to 56,125 26,744 0.14% 0.12% 241 +15,133 36.92% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Reduced 55,861 26,439 0.63% 1.17% 242 -19,098 -25.48% Q4 2025 Feb 13, 2026
Summit Wealth Partners, LLC History Reduced 55,777 26,399 4.88% 4.74% 243 -241 -0.43% Q4 2025 Jan 27, 2026
MONTAG A & ASSOCIATES INC History Reduced 54,707 25,892 1.18% 1.18% 244 -198 -0.36% Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History Added to 54,656 25,868 0.02% 0.02% 245 +3,203 6.23% Q4 2025 Feb 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 54,439 25,766 10.43% 11.01% 246 -661 -1.2% Q4 2025 Jan 22, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 53,680 25,406 0.07% 0.1% 247 -11,112 -17.15% Q4 2025 Jan 26, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 52,754 24,968 12.91% 13.14% 248 -53 -0.1% Q4 2025 Jan 28, 2026
GHP Investment Advisors, Inc. History Reduced 52,587 24,889 1.02% 1.04% 249 -354 -0.67% Q4 2025 Jan 27, 2026
Roble, Belko & Company, Inc History No change 51,653 24,447 3.2% 3.28% 250 0 0.0% Q4 2025 Jan 12, 2026
Apella Capital, LLC History Added to 51,155 24,211 0.48% 0.53% 251 +377 0.74% Q4 2025 Jan 21, 2026
Ballentine Partners, LLC History Reduced 50,914 24,097 0.34% 0.36% 252 -4,805 -8.62% Q4 2025 Feb 03, 2026
Visionary Wealth Advisors History Reduced 50,862 24,073 1.08% 1.13% 253 -824 -1.59% Q4 2025 Feb 13, 2026
Sonoma Allocations LLC History Added to 51,074 23,887 7.93% 8.13% 254 +2,996 6.23% Q4 2025 Feb 23, 2026
Haverford Trust Co History Reduced 50,362 23,836 0.21% 0.23% 255 -3,563 -6.61% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 50,277 23,796 0.8% 0.81% 256 -354 -0.7% Q4 2025 Jan 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 49,928 23,630 1.32% 1.29% 257 -2,624 -4.99% Q4 2025 Feb 06, 2026
LWM ADVISORS INC History Reduced 49,730 23,537 20.7% 21.16% 258 -573 -1.14% Q4 2025 Jan 09, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 49,388 23,375 5.77% 5.8% 259 +370 0.75% Q4 2025 Feb 09, 2026
Affiance Financial, LLC History Added to 49,280 23,324 3.75% 3.7% 260 +5,856 13.49% Q4 2025 Jan 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 48,969 23,177 1.68% 1.96% 261 -4,726 -8.8% Q4 2025 Feb 09, 2026
BLODGETT WEALTH ADVISORS, LLC History Reduced 48,605 23,004 16.05% 15.75% 262 -226 -0.46% Q4 2025 Jan 29, 2026
FIRST FOUNDATION ADVISORS History Reduced 48,262 22,842 0.86% 0.87% 263 -1,849 -3.69% Q4 2025 Feb 04, 2026
Ryan Investment Management, Inc. History Reduced 48,216 22,820 12.64% 17.29% 264 -18,190 -27.39% Q4 2025 Jan 12, 2026
Clearstead Trust, LLC History Added to 48,196 22,811 3.59% 0.15% 265 +46,340 2496.77% Q4 2025 Feb 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 48,017 22,726 0.01% 0.01% 266 +17,553 57.62% Q4 2025 Feb 10, 2026
Winthrop Advisory Group LLC History Reduced 47,966 22,702 1.92% 1.98% 267 -245 -0.51% Q4 2025 Jan 21, 2026
Bleakley Financial Group, LLC History Added to 47,948 22,693 0.39% 0.23% 268 +26,411 122.63% Q4 2025 Feb 09, 2026
SlateStone Wealth, LLC History Reduced 47,752 22,601 1.89% 1.95% 269 -344 -0.72% Q4 2025 Feb 11, 2026
Cooksen Wealth, LLC History Reduced 47,379 22,424 16.4% 16.59% 270 -70 -0.15% Q4 2025 Jan 20, 2026
Whitegate Investment Counselors, Inc. History Reduced 47,228 22,352 6.98% 7.33% 271 -286 -0.6% Q4 2025 Feb 10, 2026
MOR Wealth Management, LLC History New 47,022 22,255 10.17% — 272 +47,022 New Q4 2025 Jan 15, 2026
Tradition Wealth Management, LLC History Reduced 46,660 22,084 1.59% 1.63% 273 -319 -0.68% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History Reduced 46,577 22,045 1.17% 1.22% 274 -2,582 -5.25% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 46,389 21,956 0.23% 0.23% 275 -2,661 -5.43% Q4 2025 Jan 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 46,368 21,945 0.32% 0.32% 276 -354 -0.76% Q4 2025 Feb 12, 2026
NESTEGG ADVISORS, INC. History Reduced 46,315 21,920 18.72% 19.31% 277 -119 -0.26% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 46,216 21,873 0.23% 0.2% 278 +17,212 59.34% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Added to 45,821 21,686 1.07% 0.89% 279 +13,812 43.15% Q4 2025 Jan 07, 2026
KELLY FINANCIAL GROUP LLC History Added to 45,811 21,682 5.51% 5.55% 280 +1,169 2.62% Q4 2025 Jan 23, 2026
Advisor OS, LLC History Added to 45,220 21,402 1.72% 1.62% 281 +5,252 13.14% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 45,134 21,362 0.26% 0.14% 282 +18,864 71.81% Q4 2025 Feb 11, 2026
Freestone Capital Holdings, LLC History Reduced 44,544 21,082 0.62% 0.7% 283 -3,907 -8.06% Q4 2025 Jan 23, 2026
STAR Financial Bank History Reduced 44,542 21,081 10.77% 12.46% 284 -449 -1.0% Q4 2025 Feb 13, 2026
Bison Wealth, LLC History New 49,057 20,969 2.36% — 285 +49,057 New Q4 2025 Mar 24, 2026
Curtis Advisory Group, LLC History Reduced 44,277 20,956 4.4% 5.37% 286 -6,321 -12.49% Q4 2025 Jan 23, 2026
Sunburst Financial Group, LLC History No change 44,257 20,946 4.24% 4.37% 287 0 0.0% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Added to 44,105 20,874 0.17% 0.07% 288 +27,920 172.51% Q4 2025 Jan 26, 2026
Allianz Asset Management GmbH History Reduced 43,400 20,541 0.02% 0.04% 289 -38,300 -46.88% Q4 2025 Feb 11, 2026
Breakwater Capital Group History Added to 43,395 20,538 2.87% 2.64% 290 +5,241 13.74% Q4 2025 Jan 09, 2026
Stillwater Capital Advisors, LLC History Added to 43,121 20,409 2.19% 2.13% 291 +2,768 6.86% Q4 2025 Jan 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 42,695 20,207 3.43% 3.53% 292 -1,327 -3.01% Q4 2025 Jan 27, 2026
Occidental Asset Management, LLC History Reduced 42,443 20,088 2.41% 2.5% 293 -56 -0.13% Q4 2025 Jan 08, 2026
SONATA CAPITAL GROUP INC History Reduced 42,303 20,022 7.23% 7.43% 294 -642 -1.49% Q4 2025 Jan 26, 2026
Westshore Wealth, LLC History Reduced 42,267 20,004 6.62% 7.05% 295 -1,805 -4.1% Q4 2025 Feb 25, 2026
Accretive Wealth Partners, LLC History Added to 42,151 19,950 5.92% 5.93% 296 +684 1.65% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 42,143 19,946 0.49% 0.44% 297 +5,773 15.87% Q4 2025 Feb 09, 2026
Keel Point, LLC History Added to 42,064 19,909 1.2% 1.2% 298 +302 0.72% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Added to 41,800 19,784 0.6% 0.62% 299 +317 0.76% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Reduced 41,734 19,752 0.28% 0.31% 300 -2,257 -5.13% Q4 2025 Feb 02, 2026
Sylvest Advisors, LLC History Added to 41,417 19,602 10.46% 10.3% 301 +474 1.16% Q4 2025 Jan 20, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 41,184 19,492 2.2% 2.3% 302 -149 -0.36% Q4 2025 Feb 12, 2026
MJP ASSOCIATES INC /ADV History Added to 41,154 19,478 2.44% 2.17% 303 +6,046 17.22% Q4 2025 Feb 06, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 41,148 19,475 2.1% 1.02% 304 +20,361 97.95% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Reduced 41,073 19,440 1.8% 1.86% 305 -840 -2.0% Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History Added to 40,967 19,389 1.31% 1.31% 306 +770 1.92% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 40,437 19,138 0.28% 0.27% 307 +3,165 8.49% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 40,346 19,095 0.35% 0.39% 308 -1,656 -3.94% Q4 2025 Jan 07, 2026
Lebenthal Global Advisors, LLC History Added to 40,305 19,076 2.94% 2.21% 309 +13,355 49.55% Q4 2025 Jan 28, 2026
Nvest Financial, LLC History Added to 40,134 18,995 7.9% 7.82% 310 +11,070 38.09% Q4 2025 Feb 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 39,701 18,790 6.72% 6.77% 311 +508 1.3% Q4 2025 Feb 06, 2026
Regent Peak Wealth Advisors LLC History Reduced 39,605 18,745 3.7% 3.76% 312 -476 -1.19% Q4 2025 Jan 08, 2026
Choate Investment Advisors History Reduced 39,210 18,558 0.36% 0.39% 313 -1,210 -2.99% Q4 2025 Feb 09, 2026
Objectivity Squared, LLC History Added to 38,973 18,445 10.32% 10.82% 314 +268 0.69% Q4 2025 Feb 02, 2026
Pointe Capital Management LLC History Added to 38,644 18,290 9.07% 8.58% 315 +1,156 3.08% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Reduced 38,440 18,193 1.34% 1.43% 316 -387 -1.0% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 38,082 18,024 0.35% 0.36% 317 +61 0.16% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Added to 37,929 17,951 0.22% 0.21% 318 +1,522 4.18% Q4 2025 Jan 21, 2026
MidFirst Bank History New 37,632 17,811 1.42% — 319 +37,632 New Q4 2025 Feb 25, 2026
TOWNSQUARE CAPITAL LLC History Added to 37,430 17,715 3.97% 1.32% 320 +18,862 101.58% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 37,282 17,644 0.03% 0.03% 321 +1,101 3.04% Q4 2025 Feb 05, 2026
O'Brien Wealth Partners LLC History Reduced 37,249 17,630 2.33% 2.49% 322 -1,995 -5.08% Q4 2025 Jan 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 37,137 17,576 0.24% 0.24% 323 -356 -0.95% Q4 2025 Jan 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 36,839 17,435 0.1% 0.11% 324 -1,512 -3.94% Q4 2025 Feb 11, 2026
Newport Capital Group, LLC History Reduced 36,588 17,325 10.59% 10.9% 325 -410 -1.11% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 36,373 17,215 0.01% 0.01% 326 +5,542 17.98% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 35,993 17,035 0.17% 0.19% 327 -3,377 -8.58% Q4 2025 Feb 13, 2026
INVESTMENT PARTNERS, LTD. History Reduced 35,869 16,976 5.94% 5.94% 328 -126 -0.35% Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. History Reduced 35,730 16,911 7.46% 7.59% 329 -390 -1.08% Q4 2025 Feb 05, 2026
GM Advisory Group, LLC History Added to 35,315 16,714 0.65% 0.63% 330 +3,493 10.98% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 35,283 16,699 0.19% 0.19% 331 +1,110 3.25% Q4 2025 Jan 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 35,234 16,676 0.0% 0.0% 332 +24,591 231.05% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 34,995 16,563 0.47% 0.48% 333 -741 -2.07% Q4 2025 Feb 10, 2026
Dakota Wealth Management History Added to 34,979 16,555 0.29% 0.32% 334 +643 1.87% Q4 2025 Jan 13, 2026
AdvisorShares Investments LLC History New 34,636 16,393 2.74% — 335 +34,636 New Q4 2025 Feb 10, 2026
Curi Capital, LLC History Reduced 34,590 16,371 0.28% 0.3% 336 -614 -1.74% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 34,482 16,306 6.2% 6.19% 337 -166 -0.48% Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 35,693 16,305 6.35% — 338 +35,693 New Q4 2025 Feb 10, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 34,352 16,258 5.76% 5.52% 339 +2,379 7.44% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 34,312 16,239 5.04% 6.31% 340 +2,279 7.11% Q4 2025 Jan 08, 2026
One Wealth Advisors, LLC History Reduced 33,529 16,117 1.97% 2.02% 341 -803 -2.34% Q4 2025 Feb 02, 2026
VANGUARD GROUP INC History Added to 33,839 16,016 0.0% 0.0% 342 +549 1.65% Q4 2025 Jan 29, 2026
Grove Bank & Trust History Added to 33,748 15,972 1.8% 1.72% 343 +2,430 7.76% Q4 2025 Jan 08, 2026
Brookstone Capital Management History Reduced 33,604 15,904 0.18% 0.21% 344 -3,897 -10.39% Q4 2025 Jan 15, 2026
Tower Research Capital LLC (TRC) History Added to 33,498 15,854 0.38% 0.39% 345 +3,371 11.19% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Added to 33,295 15,758 0.76% 0.62% 346 +6,527 24.38% Q4 2025 Feb 04, 2026
HBK Sorce Advisory LLC History Added to 34,474 15,748 0.36% 0.4% 347 +258 0.75% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History Added to 32,777 15,513 0.06% 0.06% 348 +2,661 8.84% Q4 2025 Feb 17, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 32,126 15,205 10.41% — 349 +32,126 New Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 31,989 15,138 0.37% 0.39% 350 -945 -2.87% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Reduced 31,934 15,114 1.29% 1.32% 351 -48 -0.15% Q4 2025 Jan 21, 2026
Summit Trail Advisors, LLC History Reduced 31,862 15,080 0.26% 0.98% 352 -119,196 -78.91% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 31,589 14,965 0.25% 0.83% 353 -72,778 -69.73% Q4 2025 Feb 09, 2026
FLOW TRADERS U.S. LLC History Added to 31,592 14,952 0.49% 0.47% 354 +6,827 27.57% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Added to 31,432 14,876 0.01% 0.0% 355 +30,312 2706.43% Q4 2025 Feb 11, 2026
Narwhal Capital Management History No change 31,327 14,827 1.08% 1.09% 356 0 0.0% Q4 2025 Jan 30, 2026
Valeo Financial Advisors, LLC History Added to 32,927 14,683 0.33% 0.33% 357 +495 1.53% Q4 2025 Feb 04, 2026
WEST BANCORPORATION INC History Added to 30,920 14,634 7.67% 7.87% 358 +714 2.36% Q4 2025 Jan 29, 2026
Arcadia Wealth Management, LLC History Reduced 30,634 14,498 5.39% 5.99% 359 -1,624 -5.03% Q4 2025 Feb 03, 2026
RFG Advisory, LLC History Reduced 30,489 14,430 0.27% 0.32% 360 -2,877 -8.62% Q4 2025 Feb 03, 2026
FDx Advisors, Inc. History Reduced 30,469 14,421 7.35% 4.54% 361 -737 -2.36% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 30,266 14,325 0.26% 0.25% 362 +1,131 3.88% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 30,064 14,229 0.52% 0.51% 363 +1,865 6.61% Q4 2025 Jan 21, 2026
Finley Financial, LLC History Reduced 29,920 14,161 6.49% 6.64% 364 -720 -2.35% Q4 2025 Jan 21, 2026
Financial Engines Advisors L.L.C. History Reduced 29,885 14,144 0.03% 0.03% 365 -2,476 -7.65% Q4 2025 Feb 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 29,669 14,042 0.21% 0.18% 366 +5,347 21.98% Q4 2025 Jan 22, 2026
ASSOCIATED BANC-CORP History Added to 29,373 13,902 0.36% 0.29% 367 +6,150 26.48% Q4 2025 Feb 06, 2026
ZACKS INVESTMENT MANAGEMENT History New 29,350 13,891 0.11% — 368 +29,350 New Q4 2025 Feb 17, 2026
Brand Asset Management Group, Inc. History Reduced 29,340 13,886 3.88% 3.92% 369 -431 -1.45% Q4 2025 Feb 11, 2026
Ballast, Inc. History Added to 29,206 13,823 3.24% 2.83% 370 +4,246 17.01% Q4 2025 Feb 03, 2026
Pacific Sage Partners, LLC History Reduced 29,112 13,778 2.18% 2.29% 371 -71 -0.24% Q4 2025 Jan 16, 2026
SAGE FINANCIAL GROUP INC History Reduced 28,947 13,700 0.91% 0.93% 372 -275 -0.94% Q4 2025 Jan 27, 2026
Bank of Jackson Hole Trust History Added to 28,720 13,593 6.45% 6.49% 373 +1,025 3.7% Q4 2025 Feb 12, 2026
STEVENS CAPITAL PARTNERS History Added to 28,695 13,581 3.55% 3.43% 374 +4,131 16.82% Q4 2025 Jan 27, 2026
Connecticut Wealth Management, LLC History Reduced 28,520 13,498 0.59% 0.62% 375 -1,350 -4.52% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Added to 28,355 13,420 0.15% 0.13% 376 +3,933 16.1% Q4 2025 Jan 16, 2026
Clientfirst Wealth Management, LLC History No change 28,264 13,377 10.74% 10.6% 377 0 0.0% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 28,161 13,328 0.07% 0.06% 378 +6,291 28.77% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 28,128 13,312 0.23% 0.19% 379 +9,186 48.5% Q4 2025 Feb 19, 2026
Hardy Reed LLC History Reduced 27,637 13,080 0.93% 0.95% 380 -33 -0.12% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 27,576 13,051 0.18% 0.16% 381 +4,291 18.43% Q4 2025 Feb 17, 2026
BCGM Wealth Management, LLC History Reduced 27,473 13,002 3.32% 3.4% 382 -386 -1.39% Q4 2025 Jan 07, 2026
FMA Wealth Management, LLC History Reduced 27,363 12,950 8.39% 9.28% 383 -1,506 -5.22% Q4 2025 Jan 13, 2026
EPIQ PARTNERS, LLC History Reduced 27,268 12,905 6.02% 6.26% 384 -1,018 -3.6% Q4 2025 Jan 07, 2026
WHITTIER TRUST CO History Reduced 27,034 12,861 0.14% 0.15% 385 -209 -0.77% Q4 2025 Jan 26, 2026
Allen Investment Management, LLC History Added to 27,065 12,810 0.14% 0.13% 386 +1,911 7.6% Q4 2025 Feb 10, 2026
Brickley Wealth Management History Reduced 27,049 12,802 2.16% 2.29% 387 -996 -3.55% Q4 2025 Jan 29, 2026
AlTi Global, Inc. History Reduced 26,929 12,745 0.27% 0.33% 388 -2,848 -9.56% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 26,662 12,619 0.18% 0.19% 389 -235 -0.87% Q4 2025 Feb 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 26,648 12,612 0.16% 0.16% 390 +175 0.66% Q4 2025 Feb 10, 2026
Busey Bank History Added to 26,400 12,495 0.33% 0.34% 391 +6 0.02% Q4 2025 Jan 27, 2026
Highland Financial Advisors, LLC History Added to 26,321 12,457 3.45% 3.53% 392 +10 0.04% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 26,207 12,404 0.32% 0.29% 393 +3,630 16.08% Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 26,192 12,397 3.1% — 394 +26,192 New Q4 2025 Feb 11, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 26,066 12,337 0.82% 0.81% 395 +217 0.84% Q4 2025 Jan 27, 2026
SAPIENT CAPITAL LLC History Added to 25,798 12,296 0.17% 0.17% 396 +1,466 6.02% Q4 2025 Feb 05, 2026
American Institute for Advanced Investment Management, LLP History Reduced 25,807 12,214 7.85% 8.06% 397 -484 -1.84% Q4 2025 Feb 04, 2026
Compound Planning, Inc. History Reduced 25,745 12,184 0.36% 0.45% 398 -3,953 -13.31% Q4 2025 Feb 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 25,624 12,127 0.16% 0.16% 399 +611 2.44% Q4 2025 Feb 09, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 25,622 12,126 1.71% 1.84% 400 -288 -1.11% Q4 2025 Feb 13, 2026
Gilliland Jeter Wealth Management LLC History Added to 25,558 12,096 3.66% 3.67% 401 +185 0.73% Q4 2025 Jan 23, 2026
Argent Trust Co History Reduced 25,409 12,026 0.41% 0.43% 402 -694 -2.66% Q4 2025 Feb 10, 2026
Newbrook Capital Advisors LP History Reduced 25,172 11,913 1.49% 3.78% 403 -40,789 -61.84% Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 25,167 11,911 1.66% 1.96% 404 -4,995 -16.56% Q4 2025 Jan 26, 2026
Patten Group, Inc. History Added to 24,994 11,829 2.19% 2.04% 405 +2,599 11.61% Q4 2025 Jan 23, 2026
Oldfather Financial Services, LLC History Reduced 24,441 11,567 3.44% 3.7% 406 -939 -3.7% Q4 2025 Jan 16, 2026
Western Wealth Management, LLC History Added to 24,377 11,537 0.53% 0.56% 407 +1,907 8.49% Q4 2025 Feb 05, 2026
Squarepoint Ops LLC History New 24,375 11,536 0.01% — 408 +24,375 New Q4 2025 Feb 13, 2026
Arbor Investment Advisors, LLC History Reduced 24,290 11,496 1.51% 1.45% 409 -27 -0.11% Q4 2025 Jan 23, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 24,187 11,447 1.03% 1.01% 410 +829 3.55% Q4 2025 Jan 16, 2026
CONNING INC. History No change 24,087 11,400 0.38% 0.38% 411 0 0.0% Q4 2025 Feb 05, 2026
Venture Visionary Partners LLC History Reduced 23,863 11,391 0.37% 0.39% 412 -163 -0.68% Q4 2025 Feb 13, 2026
LOOMIS SAYLES & CO L P History No change 24,061 11,387 0.01% 0.01% 413 0 0.0% Q4 2025 Feb 12, 2026
Global Strategic Investment Solutions, LLC History Added to 24,010 11,364 1.11% 1.12% 414 +2 0.01% Q4 2025 Jan 29, 2026
FSA WEALTH PARTNERS, INC. History Reduced 23,960 11,340 4.08% 6.55% 415 -12,357 -34.03% Q4 2025 Jan 30, 2026
FLC Capital Advisors History Reduced 23,867 11,296 2.09% 2.19% 416 -259 -1.07% Q4 2025 Feb 11, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 23,664 11,200 3.08% 3.57% 417 -325 -1.35% Q4 2025 Feb 10, 2026
Chicago Wealth Management, Inc. History Added to 23,649 11,193 4.5% 4.67% 418 +749 3.27% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Added to 23,469 11,107 2.11% 2.1% 419 +473 2.06% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 23,371 11,061 0.01% 0.0% 420 +22,676 3262.73% Q4 2025 Jan 09, 2026
EDGEWOOD MANAGEMENT LLC History New 23,302 11,028 0.05% — 421 +23,302 New Q4 2025 Feb 12, 2026
PARAGON FINANCIAL PARTNERS, INC. History Reduced 22,982 10,877 6.69% 6.86% 422 -199 -0.86% Q4 2025 Jan 21, 2026
Rehmann Capital Advisory Group History Added to 22,898 10,837 0.56% 0.48% 423 +4,059 21.55% Q4 2025 Mar 04, 2026
Perigon Wealth Management, LLC History Added to 22,734 10,759 0.19% 0.19% 424 +2,402 11.81% Q4 2025 Jan 16, 2026
STOCK YARDS BANK & TRUST CO History Added to 22,688 10,738 0.33% 0.31% 425 +1,615 7.66% Q4 2025 Jan 21, 2026
White Lighthouse Investment Management Inc. History Reduced 22,655 10,722 1.5% 1.65% 426 -400 -1.73% Q4 2025 Feb 09, 2026
NovaPoint Capital, LLC History Reduced 22,584 10,689 2.75% 2.78% 428 -1,663 -6.86% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 26,075 10,689 0.26% 0.23% 427 +724 2.86% Q4 2025 Feb 11, 2026
Holistic Financial Partners History Added to 22,577 10,685 3.87% 4.3% 429 +139 0.62% Q4 2025 Jan 07, 2026
Truepoint, Inc. History Reduced 22,469 10,634 0.24% 0.25% 430 -757 -3.26% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Added to 22,461 10,631 0.65% 0.66% 431 +42 0.19% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Reduced 22,324 10,565 0.62% 0.88% 432 -12,489 -35.87% Q4 2025 Feb 04, 2026
Eukles Asset Management History Reduced 22,316 10,562 4.11% 4.18% 433 -621 -2.71% Q4 2025 Feb 09, 2026
Presper Financial Architects, LLC History Added to 22,264 10,537 5.96% 6.0% 434 +176 0.8% Q4 2025 Feb 05, 2026
Diversified Trust Co History Added to 22,062 10,441 0.19% 0.21% 435 +132 0.6% Q4 2025 Jan 09, 2026
UMB Bank, n.a. History Added to 22,033 10,428 0.14% 0.14% 436 +2,262 11.44% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 21,818 10,363 0.0% 0.0% 437 +9,335 74.78% Q4 2025 Feb 09, 2026
Willis Johnson & Associates, Inc. History Added to 21,769 10,303 0.63% 0.63% 438 +32 0.15% Q4 2025 Jan 22, 2026
NTV ASSET MANAGEMENT LLC History Reduced 21,712 10,276 1.09% 1.14% 439 -672 -3.0% Q4 2025 Jan 20, 2026
Cresta Advisors, Ltd. History Reduced 21,670 10,256 4.3% 4.57% 440 -180 -0.82% Q4 2025 Feb 03, 2026
Sepio Capital, LP History Added to 21,572 10,210 0.56% 0.23% 441 +13,443 165.37% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 21,507 10,179 0.12% 0.12% 442 -780 -3.5% Q4 2025 Feb 13, 2026
Next Capital Management LLC History Added to 21,471 10,162 3.25% 3.01% 443 +2,246 11.68% Q4 2025 Feb 11, 2026
Paladin Advisory Group, LLC History Reduced 21,447 10,150 7.41% 8.16% 444 -905 -4.05% Q4 2025 Jan 21, 2026
Sound View Wealth Advisors Group, LLC History Reduced 21,228 10,047 0.67% 0.72% 445 -1,241 -5.52% Q4 2025 Jan 08, 2026
SOA Wealth Advisors, LLC. History Reduced 21,093 9,983 1.69% 1.7% 446 -92 -0.43% Q4 2025 Jan 20, 2026
Community Bank, N.A. History Reduced 20,889 9,886 1.17% 1.21% 447 -555 -2.59% Q4 2025 Feb 04, 2026
1900 WEALTH MANAGEMENT LLC History Added to 20,840 9,863 0.63% 0.66% 448 +111 0.54% Q4 2025 Jan 20, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 20,765 9,828 0.34% 0.32% 449 +701 3.49% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 20,728 9,810 0.19% 0.21% 450 -899 -4.16% Q4 2025 Jan 14, 2026
Bay Capital Advisors, LLC History Added to 20,642 9,769 5.96% 6.1% 451 +627 3.13% Q4 2025 Jan 16, 2026
Kingsview Wealth Management, LLC History Added to 20,554 9,728 0.14% 0.14% 452 +745 3.76% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History Reduced 20,487 9,696 0.2% 0.22% 453 -2,391 -10.45% Q4 2025 Feb 13, 2026
Frederick Financial Consultants, LLC History Reduced 20,478 9,692 5.31% 5.39% 454 -27 -0.13% Q4 2025 Feb 10, 2026
Cyndeo Wealth Partners, LLC History Added to 20,431 9,670 0.52% 0.48% 455 +2,100 11.46% Q4 2025 Jan 07, 2026
SAXON INTERESTS, INC. History Reduced 20,230 9,574 3.35% 4.08% 456 -3,202 -13.67% Q4 2025 Feb 13, 2026
Ferguson Johnson Wealth Management Inc History New 20,099 9,512 7.91% — 457 +20,099 New Q4 2025 Feb 06, 2026
Zuckerman Investment Group, LLC History Added to 20,006 9,468 0.85% 0.84% 458 +719 3.73% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Added to 19,989 9,460 0.16% 0.16% 459 +396 2.02% Q4 2025 Jan 22, 2026
POTENTIA WEALTH History Added to 19,965 9,449 3.46% 3.19% 460 +2,123 11.9% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 19,857 9,398 0.13% 0.06% 461 +12,735 178.81% Q4 2025 Feb 06, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 19,807 9,374 0.41% 0.4% 462 -464 -2.29% Q4 2025 Feb 17, 2026
LANDAAS & CO /WI /ADV History Reduced 19,712 9,329 2.05% 2.11% 463 -114 -0.58% Q4 2025 Jan 21, 2026
St. Louis Trust Co History No change 19,637 9,294 1.07% 1.15% 464 0 0.0% Q4 2025 Feb 09, 2026
Bawa N Mallick Trust History No change 19,550 9,253 3.44% 3.47% 465 0 0.0% Q4 2025 Mar 12, 2026
Pure Financial Advisors, LLC History Added to 19,491 9,224 1.68% 0.14% 466 +146 0.75% Q4 2025 Mar 04, 2026
Counterweight Ventures, LLC History Added to 19,372 9,168 5.14% 5.29% 467 +50 0.26% Q4 2025 Jan 15, 2026
Capital Advisors, Ltd. LLC History Reduced 42,891 9,096 1.03% 7.73% 468 -103,182 -70.64% Q4 2025 Jan 21, 2026
Icon Wealth Advisors, LLC History Added to 19,088 9,034 0.6% 0.41% 469 +6,186 47.95% Q4 2025 Feb 13, 2026
Osbon Capital Management LLC History New 19,033 9,008 8.43% — 470 +19,033 New Q4 2025 Mar 16, 2026
Prosperity Consulting Group, LLC History Added to 18,799 8,897 0.4% 0.38% 471 +2,400 14.64% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 18,781 8,888 0.17% 0.16% 472 +9,358 99.31% Q4 2025 Feb 11, 2026
REBALANCE, LLC History Reduced 18,771 8,884 0.52% 0.6% 473 -2,566 -12.03% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Reduced 18,736 8,867 0.19% 0.2% 474 -350 -1.83% Q4 2025 Feb 02, 2026
Northstar Group, Inc. History Added to 18,652 8,828 1.2% 1.27% 475 +5 0.03% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 18,644 8,824 0.49% 0.49% 476 +49 0.26% Q4 2025 Feb 10, 2026
Provenance Wealth Advisors, LLC History Added to 18,615 8,810 0.98% 1.12% 477 +166 0.9% Q4 2025 Jan 26, 2026
Quent Capital, LLC History Reduced 18,557 8,783 0.63% 0.74% 478 -242 -1.29% Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Reduced 18,522 8,766 0.17% 0.18% 479 -216 -1.15% Q4 2025 Feb 02, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 18,450 8,732 1.36% 1.38% 480 -161 -0.87% Q4 2025 Jan 23, 2026
ALESCO ADVISORS LLC History No change 18,428 8,721 0.23% 0.23% 481 0 0.0% Q4 2025 Jan 28, 2026
OMNI 360 Wealth, Inc. History Added to 18,511 8,702 4.46% 4.86% 482 +1 0.01% Q4 2025 Jan 29, 2026
Ancora Advisors LLC History Reduced 18,362 8,690 0.18% 0.2% 483 -3,406 -15.65% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 18,348 8,684 0.14% 0.16% 484 -1,136 -5.83% Q4 2025 Jan 28, 2026
PERSONAL CFO SOLUTIONS, LLC History New 18,329 8,675 1.38% — 485 +18,329 New Q4 2025 Jan 22, 2026
SAX WEALTH ADVISORS, LLC History Reduced 18,311 8,666 0.41% 0.5% 486 -1,510 -7.62% Q4 2025 Jan 12, 2026
FIDELITY D & D BANCORP INC History Added to 18,305 8,663 3.74% 4.67% 487 +219 1.21% Q4 2025 Feb 09, 2026
Jackson Wealth Management, LLC History Reduced 18,261 8,643 0.84% 1.02% 488 -3,428 -15.81% Q4 2025 Jan 20, 2026
New England Private Wealth Advisors LLC History Added to 18,235 8,630 1.07% 1.12% 489 +88 0.48% Q4 2025 Feb 13, 2026
CERTUITY, LLC History Reduced 18,156 8,593 0.54% 0.59% 490 -288 -1.56% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Reduced 18,103 8,568 0.17% 0.21% 491 -919 -4.83% Q4 2025 Feb 03, 2026
TFO Wealth Partners, LLC History Reduced 18,094 8,563 1.28% 1.39% 492 -106 -0.58% Q4 2025 Feb 05, 2026
CFM WEALTH PARTNERS LLC History Reduced 17,996 8,517 1.23% 1.29% 493 -1,019 -5.36% Q4 2025 Jan 27, 2026
Smith & Howard Wealth Management, LLC History Reduced 17,968 8,504 1.91% 1.95% 494 -86 -0.48% Q4 2025 Feb 03, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 17,958 8,499 1.76% 1.94% 495 +16 0.09% Q4 2025 Feb 10, 2026
Ruggaard & Associates LLC History Reduced 17,900 8,471 3.34% 3.49% 496 -1,994 -10.02% Q4 2025 Feb 20, 2026
McAdam, LLC History Reduced 17,796 8,422 0.39% 0.42% 497 -483 -2.64% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 17,785 8,419 2.44% 2.97% 498 -8,683 -32.81% Q4 2025 Jan 29, 2026
Linscomb Wealth, Inc. History Reduced 17,707 8,380 0.35% 0.36% 499 -371 -2.05% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Added to 17,780 8,368 0.71% 0.73% 500 +703 4.12% Q4 2025 Jan 20, 2026
Altus Wealth Group LLC History Added to 17,624 8,341 3.33% 3.38% 501 +51 0.29% Q4 2025 Feb 13, 2026
Cornerstone Advisory, LLC History Reduced 17,617 8,338 0.8% 0.83% 502 -434 -2.4% Q4 2025 Jan 28, 2026
AE Wealth Management LLC History Added to 17,593 8,327 0.05% 0.05% 503 +2,116 13.67% Q4 2025 Jan 26, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 17,500 8,326 0.39% 0.24% 504 +9,142 109.38% Q4 2025 Feb 03, 2026
Indiana Trust & Investment Management Co History Reduced 17,586 8,323 2.45% 2.51% 505 -25 -0.14% Q4 2025 Jan 21, 2026
Laird Norton Wetherby Trust Company, LLC History New 17,432 8,250 0.17% — 506 +17,432 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 17,394 8,232 0.51% 0.47% 507 +11,743 207.8% Q4 2025 Feb 10, 2026
Three Bridge Wealth Advisors, LLC History Added to 17,390 8,230 2.17% 2.1% 508 +4 0.02% Q4 2025 Feb 10, 2026
Monument Capital Management History Added to 17,217 8,148 2.03% 1.94% 509 +654 3.95% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 17,199 8,140 0.48% 0.36% 510 +2,836 19.75% Q4 2025 Feb 17, 2026
OARSMAN CAPITAL, INC. History Added to 17,178 8,130 1.05% 1.04% 511 +1,306 8.23% Q4 2025 Feb 13, 2026
Tanglewood Legacy Advisors, LLC History Reduced 17,163 8,123 3.05% 3.15% 512 -231 -1.33% Q4 2025 Feb 06, 2026
Partnership Wealth Management, LLC History Reduced 17,084 8,085 5.82% 6.51% 513 -971 -5.38% Q4 2025 Jan 09, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 17,075 8,081 1.13% 1.17% 514 -260 -1.5% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 17,004 8,048 0.17% 0.19% 515 -35 -0.21% Q4 2025 Jan 28, 2026
Pitcairn Wealth Advisors LLC History New 16,912 8,004 0.72% — 516 +16,912 New Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 16,823 7,961 1.24% 1.29% 517 +138 0.83% Q4 2025 Feb 02, 2026
SOL Capital Management CO History Reduced 16,737 7,922 0.71% 0.72% 518 -300 -1.76% Q4 2025 Jan 30, 2026
Harbour Capital Advisors, LLC History Reduced 16,722 7,888 1.61% 1.64% 519 -350 -2.05% Q4 2025 Jan 07, 2026
Opes Wealth Management LLC History Reduced 16,565 7,840 1.28% 1.36% 520 -221 -1.32% Q4 2025 Feb 02, 2026
IFG Advisory, LLC History Reduced 16,516 7,816 0.34% 0.35% 521 -60 -0.36% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 16,483 7,801 0.09% 0.11% 522 -10,862 -39.72% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Added to 16,469 7,794 0.27% 0.28% 523 +1,168 7.63% Q4 2025 Feb 13, 2026
Next Level Private LLC History Reduced 16,455 7,787 2.04% 2.34% 524 -647 -3.78% Q4 2025 Jan 07, 2026
DIXON FNANCIAL SERVICES, INC. History No change 16,286 7,708 3.42% 3.47% 525 0 0.0% Q4 2025 Jan 15, 2026
Legacy Advisors, LLC History Reduced 16,178 7,657 0.82% 1.01% 526 -1,360 -7.75% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 16,172 7,653 0.02% 0.01% 527 +3,340 26.03% Q4 2025 Jan 23, 2026
Garde Capital, Inc. History Reduced 16,140 7,639 0.45% 0.37% 528 -214 -1.31% Q4 2025 Feb 10, 2026
CENTRAL VALLEY ADVISORS, LLC History Reduced 16,035 7,589 2.27% 2.39% 530 -425 -2.58% Q4 2025 Jan 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 16,033 7,589 0.25% 0.26% 529 +19 0.12% Q4 2025 Feb 13, 2026
Mathes Company, Inc. History Added to 16,000 7,573 2.7% 2.51% 531 +1,050 7.02% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Reduced 15,894 7,522 0.1% 0.1% 532 -48 -0.3% Q4 2025 Feb 05, 2026
CJM Wealth Advisers, Ltd. History Reduced 15,825 7,489 2.24% 2.36% 533 -595 -3.62% Q4 2025 Jan 23, 2026
Tandem Financial, LLC History Added to 18,588 7,464 8.95% 1.76% 534 +8,484 83.97% Q4 2025 Feb 10, 2026
Heck Capital Advisors, LLC History Added to 15,761 7,459 0.56% 0.46% 535 +2,942 22.95% Q4 2025 Jan 16, 2026
FineMark National Bank & Trust History Added to 15,684 7,423 0.23% 0.24% 536 +15 0.1% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 15,681 7,421 0.14% 0.14% 537 +302 1.96% Q4 2025 Feb 10, 2026
Apriem Advisors History Reduced 15,653 7,408 0.68% 0.69% 538 -8 -0.05% Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 15,622 7,393 1.2% 1.28% 539 +5 0.03% Q4 2025 Feb 11, 2026
EPG Wealth Management LLC History Reduced 15,596 7,381 1.99% 2.02% 540 -30 -0.19% Q4 2025 Jan 28, 2026
Talisman Wealth Advisors LLC History Added to 15,567 7,378 5.74% 5.83% 541 +539 3.59% Q4 2025 Feb 20, 2026
Meridian Wealth Advisors, LLC History Added to 15,575 7,371 1.02% 1.03% 542 +55 0.35% Q4 2025 Feb 17, 2026
Tolleson Wealth Management, Inc. History Reduced 15,453 7,313 1.06% 1.18% 543 -872 -5.34% Q4 2025 Feb 17, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 15,424 7,300 0.51% 0.54% 544 -983 -5.99% Q4 2025 Jan 13, 2026
Smartleaf Asset Management LLC History Reduced 15,276 7,286 0.28% 0.66% 545 -7,480 -32.87% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History Reduced 15,354 7,267 2.41% 2.49% 546 -307 -1.96% Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 15,349 7,264 0.04% 0.07% 547 -9,014 -37.0% Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History Reduced 15,204 7,196 0.27% 0.29% 548 -949 -5.88% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 15,108 7,150 0.0% 0.0% 549 +10,133 203.68% Q4 2025 Jan 22, 2026
SUMMIT WEALTH GROUP LLC / CO History New 15,026 7,111 0.94% — 550 +15,026 New Q4 2025 Feb 04, 2026
CITY HOLDING CO History Reduced 14,992 7,095 0.87% 1.01% 551 -2,150 -12.54% Q4 2025 Jan 22, 2026
Canal Capital Management, LLC History Reduced 14,875 7,040 1.0% 1.05% 552 -19 -0.13% Q4 2025 Jan 06, 2026
EQUITABLE TRUST CO History Added to 14,852 7,029 0.31% 0.32% 553 +29 0.2% Q4 2025 Feb 02, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 14,813 7,010 0.34% 0.3% 554 +4,249 40.22% Q4 2025 Jan 28, 2026
AlphaCore Capital LLC History Reduced 14,590 6,905 0.15% 0.25% 555 -1,301 -8.19% Q4 2025 Feb 05, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 15,014 6,886 1.55% 1.74% 556 +553 3.82% Q4 2025 Feb 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 14,501 6,863 0.29% 0.28% 557 +133 0.93% Q4 2025 Feb 09, 2026
Embree Financial Group History Reduced 14,388 6,809 0.83% 0.97% 558 -1,062 -6.87% Q4 2025 Jan 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 14,356 6,794 0.1% 0.04% 559 +8,249 135.07% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 14,352 6,792 0.51% 0.51% 560 +1,103 8.33% Q4 2025 Jan 07, 2026
Opus Capital Group, LLC History Reduced 14,226 6,733 0.73% 0.76% 561 -137 -0.95% Q4 2025 Jan 30, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 14,147 6,695 0.34% 0.33% 562 +197 1.41% Q4 2025 Jan 27, 2026
Widmann Financial Services, Inc. History Added to 14,146 6,695 4.1% 4.12% 563 +146 1.04% Q4 2025 Feb 18, 2026
First Western Trust Bank History Reduced 14,114 6,680 0.33% 0.32% 564 -964 -6.39% Q4 2025 Feb 12, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 13,961 6,607 0.95% — 565 +13,961 New Q4 2025 Jan 21, 2026
Dynamic Financial Group History Added to 13,944 6,599 5.63% 5.56% 566 +277 2.03% Q4 2025 Jan 26, 2026
Forum Financial Management, LP History Reduced 13,937 6,596 0.09% 0.09% 567 -155 -1.1% Q4 2025 Jan 27, 2026
LOWERY THOMAS, LLC History Reduced 13,929 6,592 3.72% 3.79% 568 -73 -0.52% Q4 2025 Jan 26, 2026
GC Wealth Management RIA, LLC History Added to 13,926 6,591 0.24% 0.19% 569 +1,788 14.73% Q4 2025 Jan 30, 2026
LEIGH BALDWIN & CO., LLC History Reduced 13,922 6,589 4.33% 4.2% 570 -2,002 -12.57% Q4 2025 Feb 12, 2026
Calamos Wealth Management LLC History Added to 13,766 6,515 0.22% 0.23% 571 +82 0.6% Q4 2025 Jan 29, 2026
Estate Counselors, LLC History Added to 13,756 6,510 0.55% 0.55% 572 +120 0.88% Q4 2025 Feb 02, 2026
Serenus Wealth Advisors, LLC History Reduced 13,754 6,509 1.26% 1.14% 573 -446 -3.14% Q4 2025 Jan 28, 2026
Wall Capital Group, Inc. History New 13,747 6,506 6.19% — 574 +13,747 New Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 13,620 6,446 0.1% 0.09% 575 +4,079 42.75% Q4 2025 Mar 12, 2026
Colorado Capital Management, Inc. History Reduced 13,570 6,423 2.41% 2.64% 576 -1,009 -6.92% Q4 2025 Jan 23, 2026
Sigma Planning Corp History Reduced 13,333 6,341 0.18% 0.18% 577 -373 -2.72% Q4 2025 Jan 30, 2026
Jordan Park Group LLC History Added to 13,351 6,319 0.37% 0.24% 578 +4,500 50.84% Q4 2025 Feb 10, 2026
MidAtlantic Capital Management, Inc. History Reduced 13,326 6,307 4.04% 4.27% 579 -22 -0.16% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Reduced 13,213 6,253 0.08% 0.08% 580 -33 -0.25% Q4 2025 Jan 26, 2026
Cordatus Wealth Management LLC History Reduced 13,059 6,180 1.43% 9.43% 582 -72,291 -84.7% Q4 2025 Jan 26, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History New 13,058 6,180 0.03% — 581 +13,058 New Q4 2025 Feb 11, 2026
Total Clarity Wealth Management, Inc. History Added to 12,994 6,150 1.49% 1.54% 583 +617 4.99% Q4 2025 Feb 02, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 12,976 6,141 1.42% 1.49% 584 -910 -6.55% Q4 2025 Feb 11, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 12,949 6,128 4.13% 4.41% 585 +69 0.54% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC\PA History Reduced 12,910 6,110 2.22% 2.39% 586 -245 -1.86% Q4 2025 Jan 15, 2026
FLAGSTAR ADVISORS INC History Reduced 12,776 6,047 2.02% 1.98% 587 -1,044 -7.55% Q4 2025 Jan 13, 2026
Berman McAleer LLC History Reduced 12,766 6,042 0.83% 1.02% 588 -2,857 -18.29% Q4 2025 Feb 05, 2026
CreativeOne Wealth, LLC History Added to 12,756 6,037 0.15% 0.14% 589 +322 2.59% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 12,694 6,007 0.77% 0.78% 590 +296 2.39% Q4 2025 Jan 23, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 12,563 5,946 0.57% 0.28% 591 +6,930 123.03% Q4 2025 Jan 22, 2026
Sage Mountain Advisors LLC History Reduced 12,554 5,941 0.32% 0.34% 592 -14 -0.11% Q4 2025 Jan 23, 2026
XPONANCE LLC History Reduced 12,539 5,934 0.04% 0.05% 593 -1,078 -7.92% Q4 2025 Feb 12, 2026
GFG Capital, LLC History Added to 12,511 5,921 2.11% 0.19% 594 +11,334 962.96% Q4 2025 Jan 15, 2026
Ducere Wealth Management LLC History New 12,503 5,917 2.33% — 595 +12,503 New Q4 2025 Feb 17, 2026
MTM Investment Management, LLC History Added to 12,501 5,916 1.89% 1.85% 596 +68 0.55% Q4 2025 Feb 09, 2026
HRT FINANCIAL LP History Added to 12,497 5,914 0.02% 0.01% 597 +5,434 76.94% Q4 2025 Feb 12, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 12,466 5,900 0.25% 0.01% 598 +11,988 2507.95% Q4 2025 Feb 12, 2026
Joel Isaacson & Co., LLC History Reduced 12,400 5,869 0.19% 0.21% 599 -32 -0.26% Q4 2025 Jan 30, 2026
Essex Financial Services, Inc. History Reduced 12,397 5,867 0.33% 0.35% 600 -55 -0.44% Q4 2025 Feb 10, 2026
CPC Advisors, LLC History Reduced 12,366 5,852 0.59% 0.63% 601 -403 -3.16% Q4 2025 Jan 28, 2026
Bollard Group LLC History Added to 12,352 5,846 0.15% 0.14% 602 +11 0.09% Q4 2025 Feb 13, 2026
TPG Financial Advisors, LLC History Reduced 12,295 5,819 1.94% 3.14% 603 -5,689 -31.63% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Reduced 12,294 5,818 0.01% 0.01% 604 -6,059 -33.01% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 12,277 5,810 0.1% 0.1% 605 +257 2.14% Q4 2025 Feb 03, 2026
Granite Investment Partners, LLC History Added to 12,242 5,794 0.34% 0.01% 606 +11,960 4241.13% Q4 2025 Feb 12, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 12,160 5,755 3.76% 3.76% 607 -3 -0.02% Q4 2025 Feb 17, 2026
W ADVISORS, LLC History Added to 12,141 5,746 2.89% 2.96% 608 +131 1.09% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Added to 12,124 5,738 0.34% 0.33% 609 +176 1.47% Q4 2025 Jan 29, 2026
Cordoba Advisory Partners LLC History New 12,084 5,728 1.42% — 610 +12,084 New Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 12,089 5,721 0.28% 0.37% 611 -3,429 -22.1% Q4 2025 Feb 11, 2026
Cassaday & Co Wealth Management LLC History Reduced 12,089 5,721 0.12% 0.13% 613 -315 -2.54% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Added to 12,089 5,721 0.18% 0.16% 612 +108 0.9% Q4 2025 Jan 09, 2026
Affinity Capital Advisors, LLC History No change 12,083 5,718 0.79% 0.88% 614 0 0.0% Q4 2025 Jan 09, 2026
Cadence Bank History Reduced 12,068 5,711 0.33% 0.35% 615 -207 -1.69% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History Reduced 12,059 5,707 0.0% 0.0% 616 -1,071 -8.16% Q4 2025 Feb 09, 2026
WEDGEWOOD PARTNERS INC History New 12,019 5,688 1.06% — 617 +12,019 New Q4 2025 Feb 17, 2026
NICOLET BANKSHARES INC History Reduced 12,016 5,687 0.91% 1.11% 618 -2,754 -18.65% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 11,992 5,675 0.59% 0.68% 619 -428 -3.45% Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History Added to 11,980 5,672 0.33% 0.33% 620 +4,917 69.62% Q4 2025 Jan 29, 2026
OKABENA INVESTMENT SERVICES INC History No change 11,971 5,665 1.08% 1.09% 621 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 11,960 5,660 1.32% 1.39% 622 -286 -2.34% Q4 2025 Jan 14, 2026
Alta Wealth Advisors LLC History Reduced 11,874 5,619 1.88% 2.11% 623 -675 -5.38% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Added to 11,846 5,606 0.13% 0.14% 624 +374 3.26% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 11,800 5,584 0.01% 0.0% 625 +8,200 227.78% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Reduced 11,785 5,578 0.42% 0.44% 626 -513 -4.17% Q4 2025 Jan 29, 2026
JSF Financial, LLC History Reduced 11,744 5,558 1.15% 1.27% 627 -439 -3.6% Q4 2025 Feb 04, 2026
Ellis Investment Partners, LLC History Reduced 11,736 5,554 0.97% 1.0% 628 -92 -0.78% Q4 2025 Feb 02, 2026
ADIRONDACK TRUST CO History Added to 11,699 5,536 1.82% 1.68% 629 +1,013 9.48% Q4 2025 Jan 08, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 11,689 5,532 0.55% 0.36% 630 +4,044 52.9% Q4 2025 Feb 02, 2026
Adirondack Capital Advisors, LLC History New 11,682 5,529 3.72% — 631 +11,682 New Q4 2025 Feb 03, 2026
GAMMA Investing LLC History Added to 11,645 5,511 0.28% 0.28% 632 +683 6.23% Q4 2025 Jan 05, 2026
Intrua Financial, LLC History Reduced 11,429 5,409 0.57% 0.61% 633 -515 -4.31% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 11,362 5,377 0.25% 0.26% 634 -507 -4.27% Q4 2025 Feb 17, 2026
Disciplined Investments, LLC History Reduced 11,322 5,358 2.06% 2.18% 635 -400 -3.41% Q4 2025 Feb 05, 2026
Topel & Distasi Wealth Management, LLC History Reduced 11,292 5,344 2.61% 2.81% 636 -873 -7.18% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Added to 11,254 5,326 0.15% 0.14% 637 +234 2.12% Q4 2025 Feb 03, 2026
Stonebridge Capital Advisors LLC History Reduced 11,193 5,297 0.37% 0.38% 638 -45 -0.4% Q4 2025 Feb 12, 2026
BBR PARTNERS, LLC History Added to 11,183 5,292 0.28% 0.29% 639 +464 4.33% Q4 2025 Feb 11, 2026
DAVIS R M INC History Added to 11,107 5,256 0.09% 0.09% 640 +181 1.66% Q4 2025 Feb 12, 2026
DSG Capital Advisors, LLC History Added to 11,119 5,233 0.8% 0.13% 642 +9,375 537.56% Q4 2025 Jan 27, 2026
Verum Partners LLC History Reduced 11,058 5,233 1.05% 1.1% 641 -5 -0.05% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Added to 11,044 5,226 0.23% 0.21% 643 +200 1.84% Q4 2025 Feb 17, 2026
Summa Corp. History Reduced 11,026 5,218 2.24% 2.38% 644 -529 -4.58% Q4 2025 Jan 21, 2026
VANCE WEALTH, LLC History Reduced 10,940 5,177 1.54% 1.63% 645 -368 -3.25% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 10,902 5,159 0.16% 0.18% 646 -1,283 -10.53% Q4 2025 Jan 06, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 10,861 5,140 0.26% 0.27% 647 -125 -1.14% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Reduced 10,905 5,137 0.17% 0.2% 648 -195 -1.76% Q4 2025 Jan 27, 2026
HANCOCK WHITNEY CORP History Added to 10,822 5,122 0.09% 0.08% 649 +867 8.71% Q4 2025 Feb 17, 2026
McCarthy Asset Management, Inc. History Added to 10,804 5,113 2.67% 3.25% 650 +10 0.09% Q4 2025 Feb 03, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 10,789 5,106 2.07% 2.11% 651 -45 -0.42% Q4 2025 Feb 11, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 10,765 5,095 0.31% 0.36% 652 -884 -7.59% Q4 2025 Feb 12, 2026
Cornerstone Wealth Group, LLC History Added to 10,746 5,086 0.35% 0.34% 653 +47 0.44% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Added to 10,635 5,033 0.15% 0.15% 654 +846 8.64% Q4 2025 Feb 12, 2026
Clarius Group, LLC History Reduced 10,621 5,026 0.29% 0.3% 655 -307 -2.81% Q4 2025 Jan 14, 2026
True Link Financial Advisors, LLC History Reduced 10,579 5,007 0.3% 0.32% 656 -154 -1.43% Q4 2025 Jan 29, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 10,566 5,000 1.18% 1.28% 657 -540 -4.86% Q4 2025 Feb 02, 2026
Atlas Brown,Inc. History Added to 10,563 4,999 1.49% 1.46% 658 +16 0.15% Q4 2025 Jan 09, 2026
Segment Wealth Management, LLC History No change 10,534 4,985 0.29% 0.3% 659 0 0.0% Q4 2025 Jan 29, 2026
Etesian Wealth Advisors, Inc. History Reduced 10,431 4,936 1.55% 1.62% 660 -56 -0.53% Q4 2025 Feb 11, 2026
Key FInancial Inc History Added to 10,416 4,929 0.9% 0.91% 661 +7 0.07% Q4 2025 Feb 09, 2026
SilverOak Wealth Management LLC History No change 10,390 4,917 0.77% 0.82% 662 0 0.0% Q4 2025 Jan 28, 2026
Quantum Portfolio Management LLC History Reduced 10,386 4,915 2.17% 2.88% 663 -10,295 -49.78% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Added to 10,103 4,781 0.09% 0.07% 664 +2,217 28.11% Q4 2025 Feb 06, 2026
Chicago Partners Investment Group LLC History Added to 10,174 4,764 0.12% 0.13% 665 +294 2.98% Q4 2025 Jan 28, 2026
GREAT LAKES ADVISORS, LLC History Added to 10,064 4,763 0.04% 0.04% 666 +526 5.51% Q4 2025 Feb 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 10,059 4,761 0.08% 0.08% 667 0 0.0% Q4 2025 Feb 10, 2026
Sustainable Growth Advisers, LP History Added to 10,027 4,745 0.03% 0.01% 668 +7,053 237.16% Q4 2025 Feb 10, 2026
Bouvel Investment Partners, LLC History Reduced 10,026 4,745 1.37% 1.46% 669 -162 -1.59% Q4 2025 Jan 23, 2026
Aaron Wealth Advisors LLC History Reduced 10,002 4,733 0.26% 0.29% 670 -376 -3.62% Q4 2025 Jan 21, 2026
WealthShield Partners, LLC History Added to 9,969 4,718 0.52% 0.53% 671 +59 0.6% Q4 2025 Feb 03, 2026
Enclave Advisors LLC History No change 9,913 4,691 0.66% 0.71% 672 0 0.0% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History Reduced 9,904 4,687 0.41% 0.45% 673 -1,045 -9.54% Q4 2025 Jan 26, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 9,888 4,679 1.36% 1.36% 674 -48 -0.48% Q4 2025 Feb 12, 2026
Central Pacific Bank - Trust Division History Reduced 9,875 4,673 0.57% 0.56% 675 -4 -0.04% Q4 2025 Jan 07, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 9,849 4,661 0.05% 0.03% 676 +4,757 93.42% Q4 2025 Feb 02, 2026
Diversified Portfolios, Inc. History Reduced 9,804 4,640 0.39% 0.41% 677 -56 -0.57% Q4 2025 Feb 09, 2026
Evanson Asset Management, LLC History Reduced 9,778 4,627 0.25% 0.27% 678 -323 -3.2% Q4 2025 Jan 12, 2026
Sierra Capital LLC History No change 9,718 4,600 0.49% 0.5% 679 0 0.0% Q4 2025 Feb 18, 2026
DAVENPORT & Co LLC History Added to 9,704 4,592 0.02% 0.02% 680 +2,516 35.0% Q4 2025 Jan 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 9,684 4,583 0.5% 0.53% 681 -14 -0.14% Q4 2025 Feb 13, 2026
Clarion Wealth Managment Partners, LLC History Reduced 9,675 4,579 4.24% 4.89% 682 -915 -8.64% Q4 2025 Feb 05, 2026
WILLNER & HELLER, LLC History Added to 9,642 4,563 3.28% 3.45% 683 +62 0.65% Q4 2025 Jan 12, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 9,636 4,560 0.32% 0.3% 684 -13 -0.13% Q4 2025 Jan 14, 2026
Simplicity Wealth,LLC History Reduced 9,566 4,527 0.27% 0.58% 685 -11,792 -55.21% Q4 2025 Jan 30, 2026
Centerpoint Advisory Group History Added to 9,551 4,520 3.48% 3.48% 686 +18 0.19% Q4 2025 Feb 03, 2026
Ehrenkranz Partners L.P. History Added to 9,541 4,515 5.12% 2.8% 687 +2,720 39.88% Q4 2025 Feb 17, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 9,541 4,515 1.18% 1.3% 688 -560 -5.54% Q4 2025 Feb 06, 2026
Guidance Point Advisors, LLC History Reduced 9,506 4,502 1.04% 1.08% 689 -11 -0.12% Q4 2025 Feb 11, 2026
IFC Advisors LLC History Added to 9,421 4,458 0.65% 0.73% 690 +903 10.6% Q4 2025 Feb 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 9,350 4,425 0.14% 0.14% 691 -46 -0.49% Q4 2025 Jan 30, 2026
CRA Financial Services, LLC History Added to 9,335 4,418 0.58% 0.58% 692 +255 2.81% Q4 2025 Jan 16, 2026
AdvisorNet Financial, Inc History Reduced 9,324 4,413 0.24% 0.25% 693 -231 -2.42% Q4 2025 Jan 20, 2026
Evergreen Wealth Partners LLC History New 9,269 4,386 3.7% — 694 +9,269 New Q4 2025 Feb 05, 2026
Annex Advisory Services, LLC History Added to 9,265 4,385 0.08% 0.09% 695 +296 3.3% Q4 2025 Jan 26, 2026
Savvy Advisors, Inc. History Added to 9,229 4,368 0.14% 0.19% 696 +386 4.37% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 9,168 4,361 0.09% 0.09% 697 -140 -1.5% Q4 2025 Jan 26, 2026
Family Capital Management, Inc. History Reduced 9,181 4,345 1.93% 2.08% 698 -98 -1.06% Q4 2025 Jan 27, 2026
Goodman Financial Corp History Reduced 9,167 4,338 0.82% 0.92% 699 -950 -9.39% Q4 2025 Jan 08, 2026
Park Edge Advisors, LLC History Added to 9,160 4,335 0.98% 0.28% 701 +6,528 248.02% Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Added to 9,160 4,335 0.07% 0.07% 700 +321 3.63% Q4 2025 Jan 13, 2026
Stonebridge Financial Planning Group, LLC History Reduced 9,153 4,331 1.56% 1.62% 702 -42 -0.46% Q4 2025 Feb 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 9,138 4,325 0.24% 0.24% 703 +2 0.02% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Reduced 9,124 4,318 0.74% 0.81% 704 -509 -5.28% Q4 2025 Feb 05, 2026
jvl associates llc History No change 9,112 4,312 1.4% 1.41% 705 0 0.0% Q4 2025 Jan 09, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 9,108 4,310 0.16% 0.16% 706 0 0.0% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 9,104 4,308 0.2% 0.21% 707 -172 -1.85% Q4 2025 Feb 13, 2026
Fiduciary Wealth Partners, LLC History No change 9,081 4,298 1.76% 1.79% 708 0 0.0% Q4 2025 Jan 28, 2026
FIRST NATIONAL TRUST CO History Reduced 9,079 4,297 0.14% 0.15% 709 -93 -1.01% Q4 2025 Feb 09, 2026
Darwin Wealth Management, LLC History Added to 9,051 4,284 1.33% 1.3% 710 +329 3.77% Q4 2025 Jan 22, 2026
Clark & Stuart, Inc History Added to 9,044 4,280 2.95% 3.02% 711 +9 0.1% Q4 2025 Jan 07, 2026
Jefferies Financial Group Inc. History Added to 8,994 4,256 0.02% 0.02% 712 +200 2.27% Q4 2025 Feb 09, 2026
Summit Financial Strategies, Inc. History Added to 8,951 4,236 0.35% 0.32% 713 +947 11.83% Q4 2025 Jan 27, 2026
KDK Private Wealth Management, LLC History Reduced 8,927 4,225 3.69% 4.34% 714 -220 -2.41% Q4 2025 Feb 12, 2026
Sendero Wealth Management, LLC History Reduced 8,917 4,220 0.47% 0.51% 715 -408 -4.38% Q4 2025 Jan 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 8,918 4,220 0.6% 0.66% 716 -62 -0.69% Q4 2025 Jan 12, 2026
Meridian Wealth Management, LLC History Added to 8,914 4,219 0.15% 0.15% 717 +674 8.18% Q4 2025 Feb 04, 2026
MAYPORT, LLC History Reduced 8,900 4,212 0.85% 0.94% 719 -400 -4.3% Q4 2025 Jan 21, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 8,900 4,212 1.81% 1.93% 718 -275 -3.0% Q4 2025 Jan 12, 2026
Brooklyn Investment Group History Added to 8,795 4,203 0.19% 0.25% 720 +4,435 101.72% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History Added to 8,900 4,188 0.13% 0.12% 721 +1,279 16.78% Q4 2025 Jan 23, 2026
Mainstream Capital Management LLC History Reduced 8,811 4,170 2.73% 3.04% 722 -952 -9.75% Q4 2025 Jan 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 8,787 4,158 0.28% 0.23% 723 +2,027 29.99% Q4 2025 Feb 03, 2026
Atlantic Edge Private Wealth Management, LLC History No change 8,767 4,149 1.03% 1.05% 724 0 0.0% Q4 2025 Jan 27, 2026
Permanent Capital Management, LP History Added to 8,762 4,146 0.81% 0.77% 725 +9 0.1% Q4 2025 Jan 07, 2026
Towerpoint Wealth, LLC History Added to 8,747 4,140 1.64% 1.64% 726 +176 2.05% Q4 2025 Jan 15, 2026
GenWealth Group, Inc. History Reduced 8,689 4,133 0.7% 0.76% 727 -81 -0.92% Q4 2025 Jan 12, 2026
Regal Investment Advisors LLC History Added to 8,717 4,125 0.25% 0.22% 728 +1,606 22.58% Q4 2025 Feb 17, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 8,689 4,112 2.32% 2.15% 729 -55 -0.63% Q4 2025 Jan 12, 2026
Nolet Wealth Management, LLC History New 8,672 4,104 2.29% — 730 +8,672 New Q4 2025 Feb 27, 2026
Founders Financial Alliance, LLC History Reduced 8,644 4,091 0.77% 0.78% 731 -245 -2.76% Q4 2025 Feb 12, 2026
DeLarme Wealth Management, Inc. History New 8,578 4,059 2.88% — 732 +8,578 New Q4 2025 Jan 26, 2026
Columbus Macro, LLC History Added to 8,553 4,048 0.44% 0.45% 733 +34 0.4% Q4 2025 Jan 15, 2026
Pachira Investments Inc. History Added to 8,548 4,045 1.97% 2.19% 734 +220 2.64% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 8,545 4,044 0.29% 0.49% 735 +443 5.47% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Reduced 8,542 4,042 0.08% 0.09% 736 -142 -1.64% Q4 2025 Feb 09, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 8,471 4,009 0.39% 0.41% 737 -107 -1.25% Q4 2025 Feb 13, 2026
Wharton Business Group, LLC History Reduced 8,454 4,001 0.15% 0.19% 738 -795 -8.6% Q4 2025 Feb 11, 2026
COURIER CAPITAL LLC History Reduced 8,435 3,992 0.22% 0.24% 739 -688 -7.54% Q4 2025 Jan 29, 2026
Jackson Hole Capital Partners, LLC History No change 8,429 3,989 0.68% 0.68% 740 0 0.0% Q4 2025 Jan 30, 2026
Highview Capital Management LLC/DE/ History Added to 8,427 3,988 1.41% 1.29% 741 +950 12.71% Q4 2025 Jan 27, 2026
Clark Capital Management Group, Inc. History Added to 8,425 3,987 0.02% 0.02% 742 +1,218 16.9% Q4 2025 Feb 17, 2026
MERIDIAN MANAGEMENT CO History No change 8,390 3,970 0.98% 1.05% 743 0 0.0% Q4 2025 Feb 10, 2026
Capital Asset Advisory Services LLC History Reduced 8,343 3,969 0.16% 0.17% 744 -185 -2.17% Q4 2025 Jan 09, 2026
FAS Wealth Partners, Inc. History Reduced 8,301 3,928 0.25% 0.27% 745 -133 -1.58% Q4 2025 Feb 18, 2026
RiverFront Investment Group, LLC History Reduced 8,277 3,917 0.06% 0.07% 746 -49 -0.59% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Reduced 8,258 3,908 0.14% 0.17% 747 -1,138 -12.11% Q4 2025 Jan 27, 2026
HORAN Wealth, LLC History Reduced 8,233 3,896 0.6% 0.61% 748 -16 -0.19% Q4 2025 Feb 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 8,227 3,894 0.01% — 749 +8,227 New Q4 2025 Feb 17, 2026
SANDS CAPITAL MANAGEMENT, LLC History New 8,215 3,888 0.01% — 750 +8,215 New Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History Reduced 8,212 3,886 0.51% 0.55% 751 -78 -0.94% Q4 2025 Jan 14, 2026
Quotient Wealth Partners, LLC History Reduced 8,195 3,878 0.1% 0.11% 752 -364 -4.25% Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Added to 8,178 3,870 0.01% 0.01% 753 +387 4.97% Q4 2025 Feb 12, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Added to 8,125 3,845 2.63% 2.69% 754 +129 1.61% Q4 2025 Feb 09, 2026
Frank, Rimerman Advisors LLC History No change 8,111 3,838 0.24% 0.24% 755 0 0.0% Q4 2025 Jan 15, 2026
SouthState Bank Corp History Reduced 8,081 3,824 0.17% 0.19% 756 -519 -6.03% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Added to 8,019 3,824 0.39% 0.4% 757 +119 1.51% Q4 2025 Jan 12, 2026
Suncoast Equity Management History Added to 8,051 3,810 0.38% 0.32% 758 +1,138 16.46% Q4 2025 Feb 10, 2026
Arax Advisory Partners History New 8,035 3,802 0.11% — 759 +8,035 New Q4 2025 Feb 13, 2026
Noble Family Wealth, LLC History Reduced 8,027 3,799 0.8% 0.89% 760 -553 -6.45% Q4 2025 Jan 07, 2026
Brightwater Advisory LLC History Reduced 7,958 3,766 2.54% 2.56% 761 -6 -0.08% Q4 2025 Feb 12, 2026
Goelzer Investment Management, Inc. History Added to 7,928 3,752 0.17% 0.2% 762 +5 0.06% Q4 2025 Jan 14, 2026
Redhawk Wealth Advisors, Inc. History Added to 7,925 3,751 0.42% 0.38% 763 +900 12.81% Q4 2025 Jan 14, 2026
Wealth Dimensions Group, Ltd. History Reduced 7,919 3,748 0.74% 0.77% 764 -65 -0.81% Q4 2025 Feb 13, 2026
Certified Advisory Corp History Reduced 7,896 3,736 0.34% 0.35% 765 -19 -0.24% Q4 2025 Jan 12, 2026
GREENLEAF TRUST History Added to 7,874 3,726 0.03% 0.03% 766 +229 3.0% Q4 2025 Jan 21, 2026
Weaver Capital Management LLC History No change 7,858 3,719 0.79% 0.8% 767 0 0.0% Q4 2025 Jan 22, 2026
Transamerica Financial Advisors, LLC History No change 7,825 3,703 0.31% 0.3% 768 0 0.0% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History Added to 7,821 3,701 0.51% 0.49% 769 +489 6.67% Q4 2025 Feb 04, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 7,804 3,693 0.77% 0.75% 770 +359 4.82% Q4 2025 Jan 21, 2026
Glass Jacobson Investment Advisors llc History Reduced 7,776 3,680 1.32% 1.36% 771 -276 -3.43% Q4 2025 Jan 22, 2026
Retirement Management Systems Inc. History New 7,767 3,676 0.94% — 772 +7,767 New Q4 2025 Feb 12, 2026
Premier Path Wealth Partners, LLC History Reduced 7,757 3,671 0.47% 0.48% 773 -145 -1.83% Q4 2025 Jan 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 7,752 3,669 0.0% 0.0% 774 +1,350 21.09% Q4 2025 Feb 12, 2026
InvesTrust History Reduced 7,726 3,656 1.41% 1.48% 775 -911 -10.55% Q4 2025 Jan 14, 2026
ASPIRIANT, LLC History Added to 7,691 3,640 0.1% 0.11% 776 +120 1.58% Q4 2025 Jan 20, 2026
Soltis Investment Advisors LLC History Added to 7,636 3,614 0.24% 0.24% 777 +347 4.76% Q4 2025 Apr 02, 2026
FIRST UNITED BANK & TRUST History Reduced 7,627 3,609 1.15% 1.16% 778 -10 -0.13% Q4 2025 Jan 21, 2026
Plante Moran Financial Advisors, LLC History Added to 7,613 3,603 0.23% 0.16% 779 +2,322 43.89% Q4 2025 Feb 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 7,595 3,594 0.89% 0.59% 780 +1,970 35.02% Q4 2025 Jan 08, 2026
ICONIQ Capital, LLC History No change 7,583 3,589 0.05% 0.04% 781 0 0.0% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 7,558 3,577 0.29% 0.18% 782 +3,222 74.31% Q4 2025 Jan 21, 2026
Argyle Capital Partners, LLC History Reduced 7,526 3,561 2.6% 2.66% 783 -401 -5.06% Q4 2025 Feb 17, 2026
Indivisible Partners History New 7,525 3,558 0.39% — 784 +7,525 New Q4 2025 Feb 03, 2026
Friday Financial History Added to 7,513 3,555 1.25% 0.94% 785 +2,742 57.47% Q4 2025 Jan 09, 2026
Walleye Trading LLC History Reduced 7,488 3,544 0.01% 0.01% 787 -2,904 -27.94% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 7,489 3,544 0.32% 0.31% 786 -154 -2.01% Q4 2025 Jan 30, 2026
Baron Financial Group, LLC History Reduced 7,488 3,544 1.9% 1.94% 788 -90 -1.19% Q4 2025 Jan 09, 2026
Perennial Investment Advisors, LLC History Added to 7,485 3,542 0.28% 0.28% 789 +113 1.53% Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 7,444 3,523 0.16% 0.17% 790 +71 0.96% Q4 2025 Feb 11, 2026
Cove Private Wealth, LLC History Added to 7,440 3,521 1.05% 1.07% 791 +200 2.76% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 7,435 3,519 0.06% 0.06% 792 +1,191 19.07% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Reduced 7,400 3,502 0.43% 0.42% 793 -354 -4.57% Q4 2025 Feb 10, 2026
Sharkey, Howes & Javer History Reduced 7,378 3,492 0.44% 0.46% 794 -299 -3.89% Q4 2025 Jan 13, 2026
Kapstone Financial Advisors LLC History Reduced 7,366 3,486 1.73% 1.63% 795 -3 -0.04% Q4 2025 Feb 05, 2026
Glenview Trust Co History Reduced 7,331 3,469 0.05% 0.06% 796 -195 -2.59% Q4 2025 Feb 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 7,321 3,464 0.08% 0.09% 797 -302 -3.96% Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 7,310 3,459 0.05% 0.05% 798 -81 -1.1% Q4 2025 Jan 22, 2026
ProVise Management Group, LLC History Reduced 7,306 3,458 0.25% 0.26% 799 -326 -4.27% Q4 2025 Jan 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 7,284 3,447 1.22% 1.23% 800 +12 0.17% Q4 2025 Jan 09, 2026