SPDR S&P MIDCAP 400 ETF TRUST - MDY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 2,120,329 1,279,152 0.09% 0.08% 1 +63,778 3.1% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,343,298 810,385 0.15% 0.14% 2 +87,207 6.94% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 1,115,655 673,053 0.04% 0.06% 3 -664,749 -37.34% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,074,994 648,522 0.08% 0.08% 4 -13,422 -1.23% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,028,201 620,293 0.08% 0.08% 5 -28,686 -2.71% Q4 2025 Mar 25, 2026
US BANCORP \DE\ History Reduced 980,650 591,608 0.69% 0.71% 6 -17,460 -1.75% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 846,872 511,222 1.97% — 7 +846,872 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 830,031 500,741 0.32% 0.31% 8 +41,757 5.3% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 704,633 425,091 0.23% 0.26% 9 -10,339 -1.45% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 698,004 421,091 0.05% 0.06% 10 -133,501 -16.06% Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 633,310 382,013 1.03% 0.34% 11 +396,473 167.4% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 608,452 367,066 0.06% 0.06% 12 -30,966 -4.84% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 557,992 336,625 0.1% 0.1% 13 +28,459 5.37% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Added to 513,790 309,959 0.11% 0.11% 14 +11,060 2.2% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 391,734 236,325 0.04% 0.02% 15 +206,538 111.52% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 370,619 223,587 0.01% 0.01% 16 +35,646 10.64% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 352,323 212,551 0.03% — 17 +352,323 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 295,000 177,958 1.4% — 18 +295,000 New Q4 2025 Feb 17, 2026
Creative Planning History Reduced 276,564 166,845 0.12% 0.13% 19 -9,964 -3.48% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 265,202 159,990 0.92% 0.93% 20 +15,043 6.01% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 258,554 155,980 0.05% 0.05% 21 +1,425 0.55% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 250,582 151,171 0.48% 0.24% 22 +142,512 131.87% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 245,251 147,955 0.07% 0.05% 23 +90,902 58.89% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 240,664 145,220 0.2% 0.22% 24 +5,084 2.16% Q4 2025 Mar 09, 2026
Align Financial, LLC History New 143,581 143,581 0.08% — 25 +143,581 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 236,091 142,428 0.16% 0.16% 26 -1,823 -0.77% Q4 2025 Feb 06, 2026
Arvest Bank Trust Division History Reduced 231,907 139,904 7.58% 7.69% 27 -721 -0.31% Q4 2025 Feb 09, 2026
Conservest Capital Advisors, Inc. History Reduced 214,319 129,298 11.66% 12.0% 28 -3,370 -1.55% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 174,446 105,239 0.03% 0.03% 29 +1,981 1.15% Q4 2025 Feb 11, 2026
WELCH & FORBES LLC History Reduced 166,753 100,598 1.22% 1.21% 30 -1,777 -1.05% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 163,633 98,716 0.02% 0.02% 31 -8,294 -4.82% Q4 2025 Feb 10, 2026
WADDELL & ASSOCIATES, LLC History Added to 150,332 90,692 6.12% 7.52% 32 +2,001 1.35% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History Reduced 127,976 80,403 0.87% 0.88% 33 -810 -0.63% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 131,552 79,370 0.12% 0.12% 34 +7,592 6.12% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 121,265 73,163 0.08% 0.08% 35 +32,881 37.2% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 120,928 72,953 0.1% 0.1% 36 -4,963 -3.94% Q4 2025 Feb 02, 2026
STIFEL FINANCIAL CORP History Added to 120,609 72,763 0.07% 0.06% 37 +11,704 10.75% Q4 2025 Feb 13, 2026
Hills Bank & Trust Co History Reduced 117,586 70,937 4.12% 4.19% 38 -2,025 -1.69% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History Reduced 116,109 70,046 2.19% 2.27% 39 -358 -0.31% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Reduced 113,788 68,646 0.1% 0.09% 40 -1,051 -0.92% Q4 2025 Feb 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History Reduced 111,131 67,043 1.84% 2.02% 41 -153 -0.14% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 104,560 63,079 0.08% 0.08% 42 -594 -0.56% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 103,466 62,644 2.86% 2.89% 43 -1,735 -1.65% Q4 2025 Feb 02, 2026
TSG Advice Partners, LLC History New 103,151 62,228 9.5% — 44 +103,151 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 99,620 60,098 0.01% 0.01% 45 +2,324 2.39% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 90,763 54,755 0.07% 0.0% 46 +86,319 1942.37% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 86,951 54,695 0.07% 0.08% 47 +1,326 1.55% Q4 2025 Jan 08, 2026
OSAIC HOLDINGS, INC. History Reduced 89,938 54,339 0.08% 0.08% 48 -3,287 -3.53% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 89,237 53,835 0.08% 0.04% 49 +47,530 113.96% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 86,834 52,385 0.06% 0.06% 50 -4,398 -4.82% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 86,561 52,220 0.98% 1.01% 51 -3,437 -3.82% Q4 2025 Feb 04, 2026
WASHINGTON TRUST Co History Reduced 85,815 51,770 1.69% 1.72% 52 -2,112 -2.4% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 85,760 51,737 0.07% 0.07% 53 +48,730 131.6% Q4 2025 Jan 09, 2026
Madison Asset Management, LLC History Added to 83,341 50,278 0.58% 0.16% 54 +59,283 246.42% Q4 2025 Feb 04, 2026
AMERIPRISE FINANCIAL INC History Added to 82,041 49,501 0.01% 0.01% 55 +6,940 9.24% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 78,745 47,505 0.01% 0.01% 56 +1,123 1.45% Q4 2025 Feb 10, 2026
Divergent Planning, LLC History Added to 76,242 46,607 11.9% 11.86% 57 +1,958 2.64% Q4 2025 Jan 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 75,368 45,467 0.12% 0.12% 58 -1,733 -2.25% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 74,976 45,231 0.01% 0.02% 59 -80,530 -51.79% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 67,830 42,615 0.88% 0.87% 60 -29 -0.04% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 70,521 42,544 0.06% 0.07% 61 -17,567 -19.94% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 67,994 41,019 0.08% 0.09% 62 -3,766 -5.25% Q4 2025 Feb 17, 2026
Portland Global Advisors LLC History Reduced 66,505 40,121 4.31% 4.46% 63 -495 -0.74% Q4 2025 Feb 10, 2026
Midwest Trust Co History Reduced 65,015 39,222 0.49% 0.51% 64 -1,215 -1.83% Q4 2025 Feb 04, 2026
PITTENGER & ANDERSON INC History Reduced 64,832 39,111 1.51% 1.53% 65 -5,186 -7.41% Q4 2025 Feb 02, 2026
Ascent Wealth Partners, LLC History Added to 64,328 38,807 4.47% 4.4% 66 +696 1.09% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 63,317 38,331 0.5% 0.49% 67 +1,604 2.6% Q4 2025 Jan 22, 2026
SMITH, MOORE & CO. History Reduced 59,895 36,133 2.73% 2.75% 68 -386 -0.64% Q4 2025 Jan 23, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Reduced 59,782 36,065 1.46% 2.06% 69 -24,600 -29.15% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 59,213 35,721 0.48% 0.49% 70 -557 -0.93% Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 58,149 35,080 0.9% 0.91% 71 -1,813 -3.02% Q4 2025 Jan 07, 2026
PINNACLE ASSOCIATES LTD History Reduced 57,751 34,840 0.45% 0.46% 72 -615 -1.05% Q4 2025 Feb 05, 2026
Oldfather Financial Services, LLC History Added to 55,249 33,330 9.92% 10.2% 73 +299 0.54% Q4 2025 Jan 16, 2026
Lido Advisors, LLC History Reduced 54,534 32,747 0.1% 0.11% 74 -2,535 -4.44% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 53,349 32,186 0.06% 0.06% 75 +693 1.32% Q4 2025 Mar 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 53,158 32,069 0.4% 0.42% 76 -434 -0.81% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 52,670 31,775 0.07% 0.07% 77 +5,526 11.72% Q4 2025 Feb 11, 2026
SCS Capital Management LLC History Reduced 52,453 31,706 0.34% 0.34% 78 -593 -1.12% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Added to 52,300 31,551 0.15% 0.07% 79 +29,000 124.46% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 50,502 30,466 0.05% 0.05% 80 +868 1.75% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History Added to 50,125 30,239 2.68% 2.85% 81 +6 0.01% Q4 2025 Jan 16, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 49,921 30,116 0.88% 0.9% 82 -589 -1.17% Q4 2025 Feb 06, 2026
Chicago Partners Investment Group LLC History Added to 45,582 28,996 0.71% 0.7% 83 +835 1.87% Q4 2025 Jan 28, 2026
IFG Advisors, LLC History Reduced 45,622 27,522 4.58% 4.54% 84 -1,097 -2.35% Q4 2025 Jan 13, 2026
Walleye Trading LLC History Reduced 45,000 27,147 0.04% 0.04% 85 -2,039 -4.33% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 44,594 26,903 0.2% — 86 +44,594 New Q4 2025 Feb 18, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 44,400 26,785 3.59% 2.87% 87 +14,421 48.1% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 44,364 26,764 0.34% 0.37% 88 -2,318 -4.97% Q4 2025 Feb 09, 2026
CUMBERLAND ADVISORS INC History Reduced 43,947 26,512 10.05% 10.14% 89 -355 -0.8% Q4 2025 Feb 02, 2026
COMERICA BANK History Added to 43,694 26,359 0.11% 0.09% 90 +2,142 5.15% Q4 2025 Jan 29, 2026
LCM Capital Management Inc History Reduced 43,573 26,286 12.7% 12.53% 91 -244 -0.56% Q4 2025 Jan 29, 2026
Tandem Wealth Advisors LLC History Added to 41,299 25,472 11.42% 8.73% 92 +10,504 34.11% Q4 2025 Feb 12, 2026
Klingman & Associates, LLC History Reduced 41,828 25,234 1.22% 1.26% 93 -100 -0.24% Q4 2025 Jan 29, 2026
CONNING INC. History No change 38,596 23,284 0.78% 0.76% 94 0 0.0% Q4 2025 Feb 05, 2026
Curi Capital, LLC History Added to 37,832 22,904 0.4% 0.41% 95 +38 0.1% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 37,867 22,844 0.69% — 96 +37,867 New Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 37,726 22,759 0.19% 0.18% 97 +1,004 2.73% Q4 2025 Feb 13, 2026
FMR LLC History Added to 36,750 22,171 0.0% 0.0% 98 +1,983 5.7% Q4 2025 Feb 17, 2026
1ST SOURCE BANK History Added to 35,986 21,709 1.14% 1.13% 99 +166 0.46% Q4 2025 Feb 05, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 350 21,114 2.57% 3.87% 100 -59,650 -99.42% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 34,390 20,746 0.3% 0.33% 101 -2,297 -6.26% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 33,836 20,412 0.05% 0.05% 102 +6,282 22.8% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 33,406 20,153 0.1% — 103 +33,406 New Q4 2025 Feb 18, 2026
Steele Capital Management, Inc. History Reduced 33,223 20,115 0.86% 0.88% 104 -108 -0.32% Q4 2025 Jan 27, 2026
HANCOCK WHITNEY CORP History Added to 32,988 19,901 0.36% 0.34% 105 +1,632 5.2% Q4 2025 Feb 17, 2026
Tiller Private Wealth, Inc. History Added to 32,648 19,695 7.01% 6.12% 106 +3,813 13.22% Q4 2025 Jan 14, 2026
Waldron Private Wealth LLC History Reduced 32,643 19,691 0.78% 0.81% 107 -975 -2.9% Q4 2025 Jan 14, 2026
CITIGROUP INC History Added to 32,607 19,671 0.01% 0.01% 108 +614 1.92% Q4 2025 Feb 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 32,124 19,379 1.22% 1.25% 109 -70 -0.22% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 32,062 19,342 0.02% — 110 +32,062 New Q4 2025 Feb 13, 2026
VESTOR CAPITAL, LLC History Reduced 850 19,012 1.31% 1.19% 111 -30,358 -97.28% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 31,325 18,897 0.06% 0.05% 112 +4,126 15.17% Q4 2025 Jan 30, 2026
Curbstone Financial Management Corp History Added to 31,318 18,893 3.61% 3.57% 113 +140 0.45% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History Added to 29,288 17,668 0.11% 0.11% 114 +80 0.27% Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 28,772 17,362 0.03% 0.02% 115 +3,668 14.61% Q4 2025 Feb 18, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 27,612 16,657 0.01% 0.01% 116 +5,563 25.23% Q4 2025 Feb 17, 2026
COMMERCE BANK History Added to 26,616 16,056 0.09% 0.09% 117 +103 0.39% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 26,294 15,920 0.07% 0.06% 118 +2,344 9.79% Q4 2025 Feb 17, 2026
Serenus Wealth Advisors, LLC History Reduced 26,345 15,893 3.08% 2.71% 119 -256 -0.96% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Reduced 26,119 15,757 0.06% 0.1% 120 -8,779 -25.16% Q4 2025 Feb 13, 2026
Wealth Alliance Advisory Group, LLC History Added to 25,516 15,393 2.64% 2.68% 121 +574 2.3% Q4 2025 Jan 29, 2026
Simmons Bank History Reduced 24,514 14,788 0.99% 0.98% 122 -152 -0.62% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 24,099 14,538 0.04% 0.04% 123 +624 2.66% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 23,671 14,280 0.01% 0.0% 124 +16,562 232.97% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 23,172 13,979 0.07% — 125 +23,172 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 22,729 13,711 0.08% 0.08% 126 +375 1.68% Q4 2025 Feb 12, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 22,486 13,565 3.37% 3.51% 127 -462 -2.01% Q4 2025 Jan 27, 2026
Savant Capital, LLC History Added to 22,021 13,284 0.08% 0.07% 128 +1,519 7.41% Q4 2025 Feb 10, 2026
Mesirow Financial Investment Management, Inc. History Reduced 22,000 13,274 0.27% 0.27% 129 -3,355 -13.23% Q4 2025 Feb 05, 2026
MCF Advisors LLC History Reduced 21,143 12,779 0.71% 0.78% 130 -82 -0.39% Q4 2025 Feb 11, 2026
IMC-Chicago, LLC History New 20,869 12,589 0.0% — 131 +20,869 New Q4 2025 Jan 29, 2026
Caldwell Trust Co History Reduced 20,814 12,556 1.12% 1.18% 132 -285 -1.35% Q4 2025 Jan 30, 2026
FRANKLIN RESOURCES INC History Added to 20,694 12,484 0.0% 0.0% 133 +6,398 44.75% Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 20,058 12,100 0.2% 0.21% 134 -717 -3.45% Q4 2025 Jan 28, 2026
Ameritas Investment Partners, Inc. History Reduced 20,045 12,092 0.37% 0.42% 135 -3,000 -13.02% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 19,879 11,992 0.0% 0.0% 136 +12,255 160.74% Q4 2025 Feb 12, 2026
jvl associates llc History Reduced 19,689 11,877 3.87% 3.9% 137 -97 -0.49% Q4 2025 Jan 09, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 19,574 11,808 2.47% 2.22% 138 +2,285 13.22% Q4 2025 Jan 21, 2026
Trifecta Capital Advisors, LLC History Reduced 19,564 11,802 1.75% 1.83% 139 -625 -3.1% Q4 2025 Jan 30, 2026
Carnegie Investment Counsel History Reduced 19,470 11,745 0.22% 0.22% 140 -423 -2.13% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Reduced 18,953 11,433 0.25% 0.36% 141 -16 -0.08% Q4 2025 Feb 12, 2026
Corsicana & Co. History Reduced 18,580 11,208 6.29% 6.28% 142 -180 -0.96% Q4 2025 Jan 07, 2026
Lutz Financial Services LLC History Reduced 18,573 11,204 0.76% 0.81% 143 -279 -1.48% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 18,548 11,190 0.03% 0.03% 144 +2,522 15.74% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 18,514 11,169 0.51% 0.52% 145 +100 0.54% Q4 2025 Feb 06, 2026
Wellspring Financial Advisors, LLC History Reduced 18,484 11,152 0.88% 1.04% 146 -514 -2.71% Q4 2025 Feb 11, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Reduced 18,259 11,015 1.02% 2.72% 147 -25,076 -57.87% Q4 2025 Feb 06, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 18,205 10,983 2.64% 2.7% 148 -458 -2.45% Q4 2025 Jan 29, 2026
Thrive Wealth Management, LLC History Reduced 18,185 10,970 1.61% 1.93% 149 -3,307 -15.39% Q4 2025 Jan 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 17,983 10,959 0.32% — 150 +17,983 New Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 17,432 10,516 0.03% 0.03% 151 +364 2.13% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 17,334 10,456 0.05% 0.06% 152 +1,384 8.68% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 17,272 10,419 0.06% 0.06% 153 +143 0.83% Q4 2025 Feb 12, 2026
Hummer Financial Advisory Services Inc History Reduced 17,093 10,349 7.31% 7.48% 154 -96 -0.56% Q4 2025 Jan 12, 2026
Torrey-Payne Wealth Management, LLC History New 15,800 10,046 9.0% — 155 +15,800 New Q4 2025 Feb 19, 2026
First Financial Bank - Trust Division History Added to 16,649 10,044 0.83% 0.82% 156 +604 3.76% Q4 2025 Jan 02, 2026
World Investment Advisors History Added to 16,630 10,032 0.16% 0.2% 157 +12 0.07% Q4 2025 Mar 12, 2026
Granite FO LLC History Added to 16,627 10,030 5.35% 5.19% 158 +606 3.78% Q4 2025 Feb 06, 2026
Canopy Partners, LLC History Reduced 16,507 9,958 3.24% 3.4% 159 -585 -3.42% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History Reduced 16,273 9,817 0.53% 0.56% 160 -500 -2.98% Q4 2025 Jan 07, 2026
Quantinno Capital Management LP History Added to 16,224 9,787 0.02% 0.03% 161 +482 3.06% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Added to 16,147 9,741 1.37% 1.36% 162 +290 1.83% Q4 2025 Jan 20, 2026
Montz Harcus Wealth Management LLC History Added to 16,037 9,674 3.92% 4.13% 163 +177 1.12% Q4 2025 Jan 22, 2026
Harbour Trust & Investment Management Co History Reduced 15,979 9,639 0.98% 0.99% 164 -82 -0.51% Q4 2025 Jan 28, 2026
Legacy Advisors, LLC History Reduced 15,922 9,605 1.03% 1.26% 165 -1,175 -6.87% Q4 2025 Jan 27, 2026
Brookstone Capital Management History Added to 15,884 9,582 0.11% 0.11% 166 +455 2.95% Q4 2025 Jan 15, 2026
AGF MANAGEMENT LTD History Reduced 15,794 9,528 0.04% 0.04% 167 -205 -1.28% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Reduced 15,730 9,489 0.61% 0.62% 168 -321 -2.0% Q4 2025 Jan 23, 2026
GFS Advisors, LLC History Reduced 15,628 9,428 1.12% 1.2% 169 -180 -1.14% Q4 2025 Feb 11, 2026
FIRST MERCHANTS CORP History Reduced 15,567 9,391 0.35% 0.35% 170 -127 -0.81% Q4 2025 Jan 12, 2026
Evercore Wealth Management, LLC History Reduced 15,560 9,386 0.14% 0.14% 171 -124 -0.79% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 15,380 9,278 0.01% — 172 +15,380 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 15,200 9,169 0.03% 0.03% 173 -4,500 -22.84% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History Reduced 15,193 9,165 0.12% 0.12% 174 -50 -0.33% Q4 2025 Jan 23, 2026
Capstone Financial Advisors, Inc. History Reduced 15,181 9,158 0.49% 0.5% 175 -159 -1.04% Q4 2025 Feb 17, 2026
NIXON PEABODY TRUST CO History Reduced 14,945 9,016 0.68% 0.66% 176 -273 -1.79% Q4 2025 Feb 06, 2026
CENTRAL BANK & TRUST CO History Added to 14,841 8,953 1.38% 1.32% 177 +773 5.49% Q4 2025 Jan 09, 2026
Chesley Taft & Associates LLC History Added to 14,568 8,788 0.35% 0.34% 178 +1,080 8.01% Q4 2025 Jan 14, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 14,456 8,721 0.28% 0.29% 179 -526 -3.51% Q4 2025 Feb 13, 2026
RMR Wealth Builders History Reduced 14,395 8,683 0.69% 0.74% 180 -510 -3.42% Q4 2025 Jan 29, 2026
OPPENHEIMER & CO INC History Added to 14,232 8,585 0.12% 0.09% 181 +1,379 10.73% Q4 2025 Feb 02, 2026
Legal & General Group Plc History No change 14,200 8,565 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History Reduced 13,994 8,442 0.17% 0.21% 183 -3,090 -18.09% Q4 2025 Feb 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 13,936 8,407 2.43% 2.47% 184 0 0.0% Q4 2025 Feb 04, 2026
BEARING POINT CAPITAL, LLC History Reduced 13,808 8,330 1.3% 1.43% 185 -113 -0.81% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 13,632 8,223 0.02% 0.02% 186 -591 -4.16% Q4 2025 Feb 11, 2026
TKG Advisors, LLC History Reduced 13,309 8,028 3.24% 3.41% 187 -30 -0.22% Q4 2025 Jan 29, 2026
Busey Bank History Added to 13,070 7,884 0.21% 0.22% 188 +102 0.79% Q4 2025 Jan 27, 2026
Focus Partners Advisor Solutions, LLC History Reduced 12,922 7,795 0.1% 0.17% 189 -11,518 -47.13% Q4 2025 Feb 11, 2026
SEEDS INVESTOR LLC History Reduced 12,880 7,770 1.49% 1.78% 190 -1,257 -8.89% Q4 2025 Jan 27, 2026
STALEY CAPITAL ADVISERS INC History No change 12,844 7,748 0.32% 0.31% 191 0 0.0% Q4 2025 Feb 05, 2026
Pacific Center for Financial Services History No change 12,910 7,694 1.96% 1.96% 192 0 0.0% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 12,547 7,569 0.06% 0.07% 193 +337 2.76% Q4 2025 Feb 17, 2026
Grove Bank & Trust History Reduced 12,427 7,496 0.84% 0.87% 194 -20 -0.16% Q4 2025 Jan 08, 2026
Sand Hill Global Advisors, LLC History Reduced 11,929 7,196 0.25% 0.25% 195 -10 -0.08% Q4 2025 Feb 12, 2026
CMG Global Holdings, LLC History Added to 11,217 7,159 3.18% 3.24% 196 +71 0.64% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 11,822 7,132 0.06% 0.05% 197 -3,071 -20.62% Q4 2025 Feb 13, 2026
Meridian Wealth Advisors, LLC History Reduced 11,753 7,090 0.98% 1.07% 198 -948 -7.46% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Added to 11,747 7,086 0.11% 0.12% 199 +22 0.19% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 11,709 7,063 0.13% 0.14% 200 +271 2.37% Q4 2025 Jan 13, 2026
Alexis Investment Partners, LLC History Added to 11,570 7,051 2.62% 0.57% 201 +432 3.88% Q4 2025 Jan 29, 2026
BOSTON FAMILY OFFICE LLC History Reduced 11,555 6,971 0.44% 0.48% 202 -1,165 -9.16% Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History Reduced 11,542 6,963 0.91% 0.98% 203 -195 -1.66% Q4 2025 Jan 14, 2026
Badgley Phelps Wealth Managers, LLC History Added to 11,478 6,948 0.13% 0.13% 204 +1,229 11.99% Q4 2025 Jan 28, 2026
Paulson Wealth Management Inc. History Added to 11,421 6,890 1.59% 1.5% 205 +786 7.39% Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Added to 11,338 6,839 0.08% 0.02% 207 +9,326 463.52% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Reduced 11,337 6,839 0.03% 0.03% 206 -255 -2.2% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 11,325 6,832 0.69% 0.68% 208 +344 3.13% Q4 2025 Jan 27, 2026
Linscomb Wealth, Inc. History Added to 11,289 6,810 0.29% 0.29% 209 +9 0.08% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 11,235 6,777 0.09% 0.0% 210 +10,858 2880.11% Q4 2025 Feb 06, 2026
Community Bank, N.A. History Reduced 11,199 6,755 0.8% 0.83% 211 -342 -2.96% Q4 2025 Feb 04, 2026
FIRST HORIZON CORP History Reduced 11,176 6,742 0.3% 0.32% 212 -106 -0.94% Q4 2025 Jan 27, 2026
HANOVER ADVISORS INC History Reduced 11,127 6,712 2.61% 2.63% 213 -245 -2.15% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 11,015 6,645 0.04% 0.03% 214 +562 5.38% Q4 2025 Jan 29, 2026
Latigo Investments, LLC History No change 10,962 6,613 3.25% 3.29% 215 0 0.0% Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History Reduced 10,874 6,559 0.3% 0.35% 216 -97 -0.88% Q4 2025 Jan 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 10,832 6,534 0.45% 0.48% 217 +30 0.28% Q4 2025 Feb 02, 2026
DIVERSIFIED MANAGEMENT INC History New 10,762 6,492 1.52% — 218 +10,762 New Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History Reduced 10,721 6,467 0.01% 0.01% 219 -443 -3.97% Q4 2025 Feb 12, 2026
Winter & Associates, Inc. History New 10,708 6,460 5.97% — 220 +10,708 New Q4 2025 Feb 13, 2026
Madison Park Capital Advisors, LLC History Added to 10,679 6,442 5.23% 5.17% 221 +105 0.99% Q4 2025 Jan 20, 2026
Palisade Asset Management, LLC History Added to 10,451 6,304 0.61% 0.58% 222 +8 0.08% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10,437 6,296 0.0% 0.0% 223 +556 5.63% Q4 2025 Feb 17, 2026
Hopwood Financial Services, Inc. History Reduced 10,401 6,275 4.42% 4.17% 224 -65 -0.62% Q4 2025 Jan 16, 2026
G&S Capital LLC History Added to 10,387 6,266 2.21% 2.27% 225 +67 0.65% Q4 2025 Jan 28, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 10,323 6,227 1.06% 1.06% 226 -96 -0.92% Q4 2025 Jan 27, 2026
ADIRONDACK TRUST CO History Reduced 10,308 6,218 2.05% 2.09% 227 -160 -1.53% Q4 2025 Jan 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 10,266 6,215 0.26% 0.26% 228 -82 -0.79% Q4 2025 Feb 09, 2026
Newport Capital Group, LLC History Added to 10,284 6,212 3.8% 3.78% 229 +214 2.13% Q4 2025 Feb 13, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Reduced 10,234 6,196 2.71% 3.57% 230 -3,013 -22.74% Q4 2025 Feb 05, 2026
Summit Financial, LLC History Reduced 10,229 6,193 0.09% 0.09% 231 -70 -0.68% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 10,216 6,162 0.2% 0.21% 232 -84 -0.82% Q4 2025 Jan 12, 2026
Diversified Portfolios, Inc. History Reduced 10,065 6,072 0.51% 0.55% 233 -308 -2.97% Q4 2025 Feb 09, 2026
RBF Capital, LLC History No change 10,000 6,032 0.27% 0.27% 234 0 0.0% Q4 2025 Feb 17, 2026
Wilmar Advisors LLC History No change 10,000 6,032 4.71% 4.89% 235 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Added to 9,947 6,000 0.65% 0.7% 236 +22 0.22% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 9,857 5,946 0.02% — 237 +9,857 New Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Reduced 9,710 5,857 0.11% 0.12% 238 -62 -0.63% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Added to 9,709 5,856 0.12% 0.13% 239 +214 2.25% Q4 2025 Feb 09, 2026
Equitable Holdings, Inc. History Added to 9,703 5,853 0.04% 0.03% 240 +2,732 39.19% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 9,648 5,820 0.07% 0.0% 241 +9,012 1416.98% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 9,645 5,818 0.07% 0.04% 242 +3,581 59.05% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Added to 9,627 5,807 0.05% 0.05% 243 +383 4.14% Q4 2025 Jan 26, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 9,602 5,792 0.04% 0.04% 244 +158 1.67% Q4 2025 Jan 29, 2026
Sageworth Trust Co History No change 9,569 5,772 0.25% 0.27% 245 0 0.0% Q4 2025 Feb 03, 2026
TI-TRUST, INC History Added to 9,456 5,704 3.52% 3.54% 246 +10 0.11% Q4 2025 Jan 23, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 9,433 5,690 0.37% 0.39% 247 -158 -1.65% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 9,371 5,674 0.12% — 248 +9,371 New Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 9,367 5,650 0.14% 0.12% 249 +803 9.38% Q4 2025 Feb 13, 2026
BARRETT & COMPANY, INC. History Reduced 9,277 5,596 1.87% 1.9% 250 -20 -0.22% Q4 2025 Jan 28, 2026
MOTCO History Reduced 9,266 5,589 0.51% 0.51% 251 -79 -0.85% Q4 2025 Feb 06, 2026
Resonant Capital Advisors, LLC History Added to 9,198 5,569 0.31% 0.32% 252 +15 0.16% Q4 2025 Jan 29, 2026
Paller Financial Services Inc History New 9,183 5,539 4.44% — 253 +9,183 New Q4 2025 Jan 15, 2026
Balboa Wealth Partners History Reduced 9,177 5,536 0.92% 0.94% 254 -12 -0.13% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 9,118 5,500 0.06% 0.06% 255 -136 -1.47% Q4 2025 Jan 21, 2026
Firestone Capital Management History Reduced 9,031 5,448 1.16% 1.19% 256 -189 -2.05% Q4 2025 Feb 09, 2026
Peak Asset Management, LLC History Reduced 8,832 5,328 0.91% 0.95% 257 -280 -3.07% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Added to 8,685 5,245 0.0% 0.0% 258 +6,097 235.59% Q4 2025 Mar 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 8,654 5,220 0.08% 0.08% 259 -258 -2.89% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History No change 8,638 5,211 0.02% 0.02% 260 0 0.0% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 8,575 5,173 0.0% 0.01% 261 -26,852 -75.8% Q4 2025 Feb 17, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 8,565 5,166 1.24% 1.28% 262 -106 -1.22% Q4 2025 Jan 20, 2026
Ashton Thomas Private Wealth, LLC History Reduced 8,508 5,151 0.13% 0.13% 263 -87 -1.01% Q4 2025 Jan 29, 2026
Bank of New Hampshire History New 8,526 5,143 1.16% — 264 +8,526 New Q4 2025 Mar 16, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 9,002 5,128 0.47% 0.47% 265 0 0.0% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Added to 8,454 5,100 0.12% 0.12% 266 +50 0.59% Q4 2025 Jan 30, 2026
Nicollet Investment Management, Inc. History Added to 8,448 5,097 1.61% 0.24% 267 +7,214 584.6% Q4 2025 Feb 11, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 8,023 5,073 0.34% 0.33% 268 +961 13.61% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Added to 8,313 5,015 0.01% 0.01% 269 +330 4.13% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Added to 8,301 5,007 0.09% 0.09% 270 +204 2.52% Q4 2025 Jan 22, 2026
North Star Investment Management Corp. History Added to 8,296 5,004 0.31% 0.31% 271 +121 1.48% Q4 2025 Jan 30, 2026
Colorado Capital Management, Inc. History Reduced 8,200 4,947 1.86% 1.94% 272 -219 -2.6% Q4 2025 Jan 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 8,104 4,888 1.63% 1.63% 273 +58 0.72% Q4 2025 Jan 22, 2026
Highview Capital Management LLC/DE/ History Reduced 8,094 4,882 1.72% 1.8% 274 -99 -1.21% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Added to 8,034 4,846 0.09% 0.07% 275 +2,694 50.45% Q4 2025 Feb 03, 2026
Crestwood Advisors Group, LLC History Reduced 8,005 4,829 0.08% 0.09% 276 -610 -7.08% Q4 2025 Feb 03, 2026
BOKF, NA History Reduced 7,980 4,814 0.07% 0.08% 277 -1,013 -11.26% Q4 2025 Feb 03, 2026
Bay Rivers Group History Added to 7,972 4,809 1.94% 1.98% 278 +77 0.98% Q4 2025 Jan 07, 2026
FIFTH THIRD BANCORP History Reduced 7,898 4,764 0.02% 0.02% 279 -360 -4.36% Q4 2025 Feb 02, 2026
Haverford Trust Co History Added to 7,888 4,758 0.04% 0.04% 280 +116 1.49% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 7,877 4,752 0.08% 0.08% 281 +215 2.81% Q4 2025 Feb 09, 2026
Intrepid Financial Planning Group LLC History Added to 7,712 4,652 1.77% 1.74% 282 +75 0.98% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History Reduced 7,682 4,634 0.12% 0.13% 283 -860 -10.07% Q4 2025 Feb 06, 2026
NorthCrest Asset Manangement, LLC History Added to 7,476 4,630 0.1% 0.1% 284 +211 2.9% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 7,644 4,611 0.08% 0.09% 285 +20 0.26% Q4 2025 Jan 16, 2026
Williams Jones Wealth Management, LLC. History Reduced 7,608 4,589 0.05% 0.05% 286 -93 -1.21% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 7,573 4,568 0.02% 0.02% 287 +915 13.74% Q4 2025 Feb 18, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 7,568 4,565 0.24% 0.34% 288 +968 14.67% Q4 2025 Feb 09, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 7,555 4,557 0.32% 0.3% 289 -2 -0.03% Q4 2025 Jan 14, 2026
Beacon Pointe Advisors, LLC History Reduced 7,515 4,533 0.03% 0.04% 290 -197 -2.55% Q4 2025 Feb 18, 2026
Evensky & Katz LLC History Added to 7,508 4,530 0.26% 0.26% 291 +43 0.58% Q4 2025 Feb 05, 2026
Breakwater Capital Group History Reduced 7,504 4,526 0.63% 0.7% 292 -468 -5.87% Q4 2025 Jan 09, 2026
SONATA CAPITAL GROUP INC History Reduced 7,438 4,487 1.62% 1.65% 293 -44 -0.59% Q4 2025 Jan 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 7,340 4,428 0.32% 0.34% 294 -12 -0.16% Q4 2025 Feb 09, 2026
Midwest Financial Group LLC History Reduced 7,330 4,422 1.95% 2.44% 295 -1,252 -14.59% Q4 2025 Jan 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 7,327 4,420 0.02% 0.02% 296 +78 1.08% Q4 2025 Jan 30, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,969 4,398 0.05% 0.07% 297 -4,795 -40.76% Q4 2025 Jan 21, 2026
JMG Financial Group, Ltd. History No change 7,053 4,254 0.12% 0.12% 298 0 0.0% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,989 4,216 0.11% 0.11% 299 -34 -0.48% Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History Added to 6,934 4,183 0.15% 0.15% 300 +13 0.19% Q4 2025 Jan 15, 2026
Mayflower Financial Advisors, LLC History Reduced 6,923 4,176 0.51% 0.65% 301 -1,797 -20.61% Q4 2025 Jan 13, 2026
Ballentine Partners, LLC History No change 6,816 4,112 0.06% 0.06% 302 0 0.0% Q4 2025 Feb 03, 2026
DAVIS R M INC History Reduced 6,807 4,106 0.07% 0.07% 303 -120 -1.73% Q4 2025 Feb 12, 2026
Houlihan Financial Resource Group, Ltd. History Added to 6,647 4,083 1.55% 1.68% 304 +3,440 107.27% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 6,716 4,051 0.03% 0.03% 305 +1,215 22.09% Q4 2025 Feb 12, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 6,703 4,043 1.16% 1.24% 306 -211 -3.05% Q4 2025 Jan 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 6,589 3,975 0.07% 0.08% 307 -346 -4.99% Q4 2025 Jan 07, 2026
UNION SAVINGS BANK History New 6,575 3,966 1.72% — 308 +6,575 New Q4 2025 Mar 06, 2026
BANK OF NOVA SCOTIA History Added to 6,521 3,933 0.01% 0.01% 309 +330 5.33% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 6,478 3,908 0.08% 0.09% 310 -157 -2.37% Q4 2025 Feb 18, 2026
Keystone Financial Group History Added to 6,455 3,894 0.29% 0.18% 311 +2,511 63.67% Q4 2025 Feb 06, 2026
LM Advisors LLC History Reduced 2,340 3,864 0.07% 0.33% 312 -1,544 -39.75% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 6,394 3,857 0.05% 0.05% 313 +167 2.68% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 6,383 3,850 0.08% 0.05% 314 +2,684 72.56% Q4 2025 Feb 05, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Added to 6,334 3,821 2.55% 2.58% 315 +86 1.38% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Reduced 6,319 3,812 0.52% 0.54% 316 -239 -3.64% Q4 2025 Feb 13, 2026
Segment Wealth Management, LLC History Reduced 6,308 3,805 0.22% 0.23% 317 -137 -2.13% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History Reduced 6,301 3,801 0.04% 0.04% 318 -174 -2.69% Q4 2025 Feb 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 6,221 3,753 0.28% 0.29% 319 -11 -0.18% Q4 2025 Jan 27, 2026
Elyxium Wealth, LLC History No change 6,200 3,740 1.04% 1.29% 320 0 0.0% Q4 2025 Feb 05, 2026
Tandem Investment Partners LLC History Reduced 6,170 3,722 3.14% 3.09% 321 -140 -2.22% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 6,120 3,692 0.02% 0.02% 322 +548 9.83% Q4 2025 Feb 17, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 6,116 3,690 0.33% 0.33% 323 +139 2.33% Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Added to 6,056 3,653 0.03% 0.03% 324 +95 1.59% Q4 2025 Feb 12, 2026
WOODSTOCK CORP History Reduced 6,054 3,652 0.31% 0.32% 325 -176 -2.83% Q4 2025 Jan 14, 2026
CIBC WORLD MARKET INC. History Reduced 6,045 3,646 0.01% 0.01% 326 -39 -0.64% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Reduced 5,870 3,635 0.32% 0.32% 327 -113 -1.89% Q4 2025 Jan 28, 2026
BAILARD, INC. History Reduced 6,019 3,631 0.08% 0.08% 328 -355 -5.57% Q4 2025 Feb 04, 2026
Crews Bank & Trust History Reduced 5,932 3,578 0.51% 0.54% 329 -260 -4.2% Q4 2025 Jan 21, 2026
FIDUCIARY TRUST CO History Reduced 5,911 3,566 0.04% 0.04% 330 -226 -3.68% Q4 2025 Feb 13, 2026
Clear Point Advisors Inc. History Reduced 5,904 3,561 2.76% 2.83% 331 -211 -3.45% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History Added to 5,893 3,555 0.08% 0.08% 332 +65 1.12% Q4 2025 Feb 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 5,886 3,550 0.74% 0.78% 333 -65 -1.09% Q4 2025 Jan 07, 2026
Concurrent Investment Advisors, LLC History Added to 5,876 3,544 0.04% 0.01% 334 +5,159 719.53% Q4 2025 Jan 29, 2026
CHOREO, LLC History Added to 54,079 3,538 0.05% 0.05% 335 +1 0.0% Q4 2025 Jan 23, 2026
Audent Global Asset Management, LLC History Reduced 5,795 3,508 2.22% 2.59% 336 -157 -2.64% Q4 2025 Mar 10, 2026
Sepio Capital, LP History No change 5,810 3,505 0.19% 0.2% 337 0 0.0% Q4 2025 Feb 12, 2026
Joel Isaacson & Co., LLC History Added to 5,796 3,496 0.12% 0.12% 338 +346 6.35% Q4 2025 Jan 30, 2026
GREENLEAF TRUST History No change 5,744 3,465 0.03% 0.03% 339 0 0.0% Q4 2025 Jan 21, 2026
FLAGSTAR ADVISORS INC History Added to 5,671 3,433 1.15% 1.04% 340 +2 0.04% Q4 2025 Jan 13, 2026
WHALEROCK POINT PARTNERS, LLC History No change 5,645 3,405 0.65% 0.68% 341 0 0.0% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 5,637 3,400 0.07% 0.02% 343 +4,179 286.63% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 5,637 3,400 0.02% 0.02% 342 0 0.0% Q4 2025 Feb 17, 2026
ROMANO BROTHERS AND COMPANY History Reduced 5,630 3,396 0.39% 0.39% 344 -70 -1.23% Q4 2025 Jan 14, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 5,586 3,370 0.42% 0.53% 345 -842 -13.1% Q4 2025 Jan 15, 2026
MEANS INVESTMENT CO., INC. History Reduced 5,568 3,359 0.28% 0.31% 346 -387 -6.5% Q4 2025 Jan 26, 2026
CENTAURUS FINANCIAL, INC. History Added to 5,523 3,332 0.15% 0.15% 347 +198 3.72% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 5,498 3,316 0.07% 0.01% 348 +4,446 422.62% Q4 2025 Jan 21, 2026
Chevy Chase Trust Holdings, LLC History Added to 5,496 3,315 0.01% 0.01% 349 +50 0.92% Q4 2025 Feb 13, 2026
Argent Trust Co History No change 5,381 3,246 0.11% 0.11% 350 0 0.0% Q4 2025 Feb 10, 2026
STEPH & CO History Reduced 5,375 3,242 0.93% 0.98% 351 -30 -0.56% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,345 3,224 0.04% 0.04% 352 +627 13.29% Q4 2025 Jan 29, 2026
EASTERN BANK History Added to 5,336 3,219 0.06% 0.06% 353 +1 0.02% Q4 2025 Jan 14, 2026
Sowell Financial Services LLC History Added to 5,331 3,216 0.12% 0.11% 354 +431 8.8% Q4 2025 Jan 21, 2026
VANGUARD GROUP INC History Added to 5,320 3,209 0.0% 0.0% 355 +383 7.76% Q4 2025 Jan 29, 2026
Paladin Advisory Group, LLC History Reduced 5,250 3,167 2.31% 2.44% 356 -12 -0.23% Q4 2025 Jan 21, 2026
Providence Financial Advisors, LLC History Reduced 5,193 3,132 3.12% 3.29% 357 -593 -10.25% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Added to 7,293 3,127 0.08% 0.08% 358 +46 0.63% Q4 2025 Feb 11, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 5,165 3,115 0.03% 0.03% 359 -342 -6.21% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,089 3,070 0.01% 0.01% 360 -31 -0.61% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History No change 5,056 3,049 0.16% 0.17% 361 0 0.0% Q4 2025 Feb 10, 2026
Coastline Trust Co History Reduced 5,027 3,032 0.29% 0.32% 362 -39 -0.77% Q4 2025 Jan 05, 2026
Pegasus Asset Management, Inc. History Reduced 4,978 3,003 0.92% 0.95% 363 -10 -0.2% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Reduced 4,974 3,000 0.02% 0.02% 364 -161 -3.14% Q4 2025 Jan 28, 2026
Crescent Sterling, Ltd. History Added to 4,964 2,994 3.07% 2.97% 366 +219 4.62% Q4 2025 Jan 07, 2026
Sigma Planning Corp History Reduced 4,963 2,994 0.08% 0.08% 365 -47 -0.94% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History Added to 4,965 2,994 0.02% 0.02% 367 +18 0.36% Q4 2025 Jan 27, 2026
Johnson Financial Group, Inc. History Added to 4,916 2,976 0.11% 0.1% 368 +400 8.86% Q4 2025 Feb 12, 2026
WESBANCO BANK INC History Added to 4,897 2,954 0.08% 0.08% 369 +118 2.47% Q4 2025 Feb 03, 2026
Providence First Trust Co History Added to 4,887 2,948 1.02% 0.33% 370 +3,270 202.23% Q4 2025 Feb 03, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 4,815 2,904 0.62% 0.62% 371 -5 -0.1% Q4 2025 Jan 27, 2026
Independence Bank of Kentucky History Added to 4,809 2,901 0.36% 0.37% 372 +20 0.42% Q4 2025 Jan 20, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 4,803 2,897 0.85% 0.89% 373 +27 0.57% Q4 2025 Jan 21, 2026
Meridian Wealth Management, LLC History Added to 4,773 2,879 0.1% 0.11% 374 +1 0.02% Q4 2025 Feb 04, 2026
Asset Management Group, Inc. History Added to 4,764 2,874 0.46% 0.46% 375 +12 0.25% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 4,710 2,852 0.07% 0.08% 376 -136 -2.81% Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History Reduced 4,677 2,821 0.35% 0.37% 377 -45 -0.95% Q4 2025 Feb 13, 2026
SSA SWISS ADVISORS AG History Reduced 4,667 2,817 1.31% 1.46% 378 -615 -11.64% Q4 2025 Feb 26, 2026
EVOKE WEALTH, LLC History Added to 4,613 2,792 0.05% 0.04% 379 +978 26.91% Q4 2025 Feb 06, 2026
Diversified Trust Co History Reduced 4,594 2,771 0.05% 0.05% 380 -20 -0.43% Q4 2025 Jan 09, 2026
IFG Advisory, LLC History Reduced 4,563 2,752 0.12% 0.13% 381 -154 -3.26% Q4 2025 Feb 10, 2026
WEST PACES ADVISORS INC. History Added to 4,562 2,752 0.53% 0.54% 382 +2 0.04% Q4 2025 Jan 21, 2026
Shoker Investment Counsel, Inc. History Reduced 4,550 2,745 0.8% 0.87% 383 -409 -8.25% Q4 2025 Feb 04, 2026
Connecticut Wealth Management, LLC History Added to 4,544 2,741 0.12% 0.12% 384 +5 0.11% Q4 2025 Feb 12, 2026
Lionsbridge Wealth Management LLC History Reduced 4,532 2,734 2.77% 3.21% 385 -928 -17.0% Q4 2025 Jan 26, 2026
Weil Company, Inc. History Reduced 4,514 2,723 0.63% 0.68% 386 -232 -4.89% Q4 2025 Jan 14, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 4,500 2,714 0.52% 0.57% 387 -9 -0.2% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Reduced 4,463 2,702 0.23% 0.23% 388 -23 -0.51% Q4 2025 Jan 21, 2026
Gilman Hill Asset Management, LLC History Reduced 4,448 2,683 0.42% 0.42% 389 -100 -2.2% Q4 2025 Jan 12, 2026
Stratos Wealth Partners, LTD. History Added to 4,446 2,682 0.03% 0.03% 390 +141 3.28% Q4 2025 Jan 20, 2026
WealthBridge Capital Management, LLC History Reduced 4,413 2,662 0.61% 0.62% 391 -51 -1.14% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History Added to 4,411 2,661 0.03% 0.03% 392 +99 2.3% Q4 2025 Jan 21, 2026
Veracity Capital LLC History No change 4,359 2,629 0.77% 0.83% 393 0 0.0% Q4 2025 Jan 29, 2026
Orange Investment Advisors, Inc. History Reduced 4,338 2,617 0.29% 0.27% 394 -19 -0.44% Q4 2025 Feb 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 4,093 2,602 0.02% 0.02% 395 -392 -8.74% Q4 2025 Jan 28, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 4,294 2,590 0.27% 0.3% 396 -241 -5.31% Q4 2025 Feb 09, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 4,277 2,589 0.19% 0.2% 397 -105 -2.4% Q4 2025 Feb 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 4,219 2,545 0.17% 0.18% 398 +235 5.9% Q4 2025 Feb 03, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,197 2,541 0.07% 0.07% 399 0 0.0% Q4 2025 Jan 12, 2026
Sage Financial Management Group, Inc. History Reduced 4,196 2,531 0.77% 0.82% 400 -120 -2.78% Q4 2025 Feb 05, 2026
Whitegate Investment Counselors, Inc. History No change 4,150 2,503 0.78% 0.81% 401 0 0.0% Q4 2025 Feb 10, 2026
RVW Wealth, LLC History Reduced 4,129 2,490 0.19% 0.2% 402 -70 -1.67% Q4 2025 Jan 12, 2026
Sterling Investment Advisors, Ltd. History Reduced 4,098 2,472 0.46% 0.5% 403 -201 -4.68% Q4 2025 Feb 09, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 4,090 2,467 0.1% 0.11% 404 -244 -5.63% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Added to 4,063 2,451 0.04% 0.04% 405 +464 12.89% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,045 2,449 0.07% 0.07% 406 0 0.0% Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History Reduced 3,981 2,401 0.13% 0.14% 407 -29 -0.72% Q4 2025 Jan 29, 2026
St. Johns Investment Management Company, LLC History Reduced 3,973 2,396 1.0% 1.03% 408 -103 -2.53% Q4 2025 Jan 29, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 3,963 2,390 0.75% 0.77% 409 0 0.0% Q4 2025 Feb 10, 2026
Baron Financial Group, LLC History Reduced 3,949 2,382 1.28% 1.29% 410 -9 -0.23% Q4 2025 Jan 09, 2026
Lavaca Capital LLC History No change 3,942 2,378 0.38% 0.41% 411 0 0.0% Q4 2025 Feb 13, 2026
Cambridge Advisors Inc. History No change 3,894 2,349 0.45% 0.45% 412 0 0.0% Q4 2025 Jan 21, 2026
Financial Life Planners History Reduced 3,881 2,341 1.68% 1.57% 413 -33 -0.84% Q4 2025 Jan 29, 2026
RWA WEALTH PARTNERS, LLC History Added to 3,854 2,324 0.03% 0.03% 414 +101 2.69% Q4 2025 Feb 12, 2026
PKS Advisory Services, LLC History Reduced 3,836 2,314 0.53% 0.49% 415 -106 -2.69% Q4 2025 Feb 02, 2026
Caprock Group, LLC History Reduced 3,819 2,312 0.05% 0.06% 416 -11 -0.29% Q4 2025 Jan 28, 2026
Park Capital Management, LLC / WI History Added to 3,826 2,308 1.65% 1.77% 417 +118 3.18% Q4 2025 Jan 20, 2026
Revolve Wealth Partners, LLC History No change 3,785 2,283 0.27% 0.27% 418 0 0.0% Q4 2025 Jan 20, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 3,783 2,281 0.14% 0.15% 419 -10 -0.26% Q4 2025 Jan 21, 2026
DAVIDSON TRUST CO History Reduced 3,768 2,273 0.95% 1.09% 420 -655 -14.81% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Reduced 3,764 2,270 0.04% 0.07% 421 -1,781 -32.12% Q4 2025 Jan 14, 2026
Expressive Wealth LLC History New 3,761 2,268 2.45% — 422 +3,761 New Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History Reduced 3,758 2,267 0.16% 0.18% 423 -130 -3.34% Q4 2025 Jan 21, 2026
Intelligent Financial Strategies History No change 3,743 2,266 1.09% 1.09% 424 0 0.0% Q4 2025 Jan 26, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 3,753 2,264 0.08% 0.08% 425 +148 4.11% Q4 2025 Jan 23, 2026
Investment Advisory Group, LLC History Added to 3,749 2,261 0.58% 0.6% 427 +78 2.12% Q4 2025 Jan 23, 2026
Venturi Wealth Management, LLC History Added to 3,750 2,261 0.1% 0.1% 426 +1 0.03% Q4 2025 Jan 22, 2026
Clientfirst Wealth Management, LLC History No change 3,741 2,256 1.81% 1.78% 428 0 0.0% Q4 2025 Feb 06, 2026
SCOTIA CAPITAL INC. History Added to 3,735 2,252 0.01% 0.01% 429 +217 6.17% Q4 2025 Feb 12, 2026
Blue Fin Capital, Inc. History Added to 3,717 2,242 0.35% 0.33% 430 +182 5.15% Q4 2025 Jan 23, 2026
American Institute for Advanced Investment Management, LLP History Reduced 3,718 2,242 1.44% 1.46% 431 -13 -0.35% Q4 2025 Feb 04, 2026
Berman McAleer LLC History Reduced 3,710 2,238 0.31% 0.33% 432 -280 -7.02% Q4 2025 Feb 05, 2026
Churchill Financial Advisors, LLC History New 3,710 2,237 0.68% — 433 +3,710 New Q4 2025 Feb 09, 2026
PINCUS CAPITAL MANAGEMENT, LP History New 3,695 2,229 1.49% — 435 +3,695 New Q4 2025 Feb 10, 2026
Hilltop Holdings Inc. History Reduced 3,696 2,229 0.13% 0.12% 434 -161 -4.17% Q4 2025 Feb 17, 2026
Lewis Asset Management, LLC History Added to 3,681 2,220 0.9% 0.9% 436 +18 0.49% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History Added to 3,654 2,204 0.04% 0.05% 437 +136 3.87% Q4 2025 Feb 06, 2026
Finley Financial, LLC History Reduced 3,625 2,186 1.0% 1.0% 438 -20 -0.55% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 3,593 2,167 0.02% 0.03% 439 +286 8.65% Q4 2025 Jan 23, 2026
Trust Point Inc. History No change 3,584 2,162 0.17% 0.17% 440 0 0.0% Q4 2025 Jan 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 3,571 2,154 0.43% 0.44% 441 0 0.0% Q4 2025 Jan 27, 2026
All Terrain Financial Advisors, LLC History Reduced 3,563 2,149 0.5% 0.55% 442 -117 -3.18% Q4 2025 Feb 11, 2026
Marin Bay Wealth Advisors, LLC History New 3,550 2,141 1.23% — 443 +3,550 New Q4 2025 Feb 17, 2026
McLaughlin Asset Management, Inc. History New 3,535 2,132 1.91% — 444 +3,535 New Q4 2025 Feb 20, 2026
ARS Investment Partners, LLC History Added to 3,529 2,129 0.12% 0.13% 445 +239 7.26% Q4 2025 Feb 05, 2026
JENNISON ASSOCIATES LLC History Added to 3,528 2,128 0.0% 0.0% 446 +3,071 671.99% Q4 2025 Jan 30, 2026
Red Door Wealth Management, LLC History Added to 3,513 2,119 0.22% 0.22% 447 +5 0.14% Q4 2025 Jan 20, 2026
Graham Capital Management, L.P. History New 3,500 2,111 0.05% — 448 +3,500 New Q4 2025 Feb 17, 2026
Topsail Wealth Management, LLC History Added to 3,481 2,100 0.31% 0.35% 449 +20 0.58% Q4 2025 Feb 04, 2026
Rothschild Wealth LLC History Reduced 3,450 2,081 0.2% 0.45% 450 -29 -0.83% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 3,428 2,067 0.06% 0.06% 451 +24 0.71% Q4 2025 Jan 23, 2026
1834 INVESTMENT ADVISORS CO History Reduced 3,407 2,055 0.26% 0.26% 452 -124 -3.51% Q4 2025 Jan 29, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 3,396 2,048 0.47% 0.49% 453 -182 -5.09% Q4 2025 Feb 13, 2026
BLUELINE ADVISORS LLC History New 3,324 2,006 1.64% — 454 +3,324 New Q4 2025 Feb 10, 2026
CWS Financial Advisors, LLC History Added to 3,313 1,998 0.54% 0.55% 455 +9 0.27% Q4 2025 Feb 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 3,261 1,967 0.21% 0.27% 456 -839 -20.46% Q4 2025 Jan 28, 2026
AlTi Global, Inc. History Added to 3,247 1,965 0.04% 0.04% 457 +398 13.97% Q4 2025 Feb 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 3,256 1,964 0.35% 0.36% 458 -30 -0.91% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Added to 3,223 1,944 0.09% 0.08% 459 +73 2.32% Q4 2025 Feb 17, 2026
Gambit Capital Management, LLC History New 3,207 1,934 1.38% — 460 +3,207 New Q4 2025 Feb 06, 2026
Gridiron Partners, LLC History Reduced 3,164 1,908 1.09% 1.07% 461 -302,438 -98.96% Q4 2025 Jan 08, 2026
Valmark Advisers, Inc. History Added to 3,138 1,893 0.02% 0.02% 462 +57 1.85% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Reduced 3,123 1,884 0.05% 0.06% 463 -98 -3.04% Q4 2025 Jan 20, 2026
Meridian Financial Advisors, LLC History Reduced 3,123 1,883 1.03% 1.07% 464 -63 -1.98% Q4 2025 Jan 23, 2026
McKinley Carter Wealth Services, Inc. History No change 3,111 1,876 0.1% 0.1% 465 0 0.0% Q4 2025 Feb 06, 2026
Sollinda Capital Management LLC History New 3,107 1,874 0.48% — 466 +3,107 New Q4 2025 Jan 15, 2026
Kelman-Lazarov, Inc. History Reduced 3,090 1,864 0.27% 0.28% 467 -24 -0.77% Q4 2025 Jan 26, 2026
Jones Kertz & Associates, Inc. History New 3,079 1,857 0.95% — 468 +3,079 New Q4 2025 Jan 27, 2026
Alpha Wealth Funds, LLC History Added to 3,031 1,828 1.13% 1.32% 469 +3 0.1% Q4 2025 Feb 02, 2026
Intrua Financial, LLC History New 2,970 1,791 0.19% — 470 +2,970 New Q4 2025 Feb 05, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,958 1,784 0.41% 0.37% 471 0 0.0% Q4 2025 Jan 29, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 2,939 1,773 0.69% 0.67% 472 0 0.0% Q4 2025 Feb 13, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 2,929 1,767 1.21% — 474 +2,929 New Q4 2025 Feb 17, 2026
Paradigm, Strategies in Wealth Management, LLC History Added to 2,929 1,767 1.16% 1.12% 473 +2 0.07% Q4 2025 Jan 22, 2026
Northwest Bancshares, Inc. History Reduced 2,916 1,759 0.34% 0.29% 475 -40 -1.35% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History No change 2,900 1,749 0.01% 0.01% 476 0 0.0% Q4 2025 Jan 27, 2026
Harvest Investment Services, LLC History Reduced 2,895 1,746 0.33% 0.37% 477 -191 -6.19% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History No change 2,885 1,740 0.15% 0.15% 478 0 0.0% Q4 2025 Feb 11, 2026
GenTrust, LLC History Reduced 2,869 1,736 0.07% 0.09% 479 -269 -8.57% Q4 2025 Feb 02, 2026
Embree Financial Group History Added to 2,859 1,724 0.21% 0.23% 480 +38 1.35% Q4 2025 Jan 14, 2026
Obermeyer Wealth Partners History Reduced 2,842 1,714 0.08% 0.08% 481 -1 -0.04% Q4 2025 Jan 29, 2026
SK Wealth Management, LLC History Reduced 2,700 1,709 0.48% 0.61% 482 -31 -1.14% Q4 2025 Jan 30, 2026
FIDUCIENT ADVISORS LLC History No change 2,819 1,700 0.21% 0.2% 483 0 0.0% Q4 2025 Feb 10, 2026
Focus Financial Network, Inc. History Added to 2,797 1,687 0.06% 0.06% 484 +98 3.63% Q4 2025 Jan 12, 2026
TSFG, LLC History Reduced 2,777 1,675 0.25% 0.28% 485 -183 -6.18% Q4 2025 Feb 04, 2026
Hardy Reed LLC History No change 2,775 1,674 0.12% 0.12% 486 0 0.0% Q4 2025 Feb 06, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 2,761 1,665 0.03% 0.03% 487 -58 -2.06% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 2,752 1,660 0.08% 0.08% 488 -2 -0.07% Q4 2025 Jan 20, 2026
Coyle Financial Counsel LLC History Added to 2,749 1,658 0.35% 0.38% 489 +8 0.29% Q4 2025 Feb 10, 2026
Edge Financial Advisors LLC History Reduced 2,742 1,654 0.7% 0.74% 491 -34 -1.22% Q4 2025 Jan 28, 2026
HARBOR ADVISORY CORP /MA/ History No change 2,743 1,654 0.5% 0.48% 490 0 0.0% Q4 2025 Feb 06, 2026
Pacific Point Advisors, LLC History No change 2,742 1,654 0.89% 0.95% 492 0 0.0% Q4 2025 Jan 21, 2026
Bedminster, LLC History New 2,729 1,646 1.51% — 493 +2,729 New Q4 2025 Feb 05, 2026
Millstone Evans Group, LLC History Reduced 2,712 1,636 0.96% 1.04% 494 -45 -1.63% Q4 2025 Feb 02, 2026
GEM Asset Management, LLC History No change 2,622 1,635 0.73% 0.74% 495 0 0.0% Q4 2025 Jan 09, 2026
Essex Financial Services, Inc. History Added to 2,709 1,634 0.09% 0.09% 496 +97 3.71% Q4 2025 Feb 10, 2026
MOODY LYNN & LIEBERSON, LLC History No change 2,705 1,631 0.09% 0.09% 497 0 0.0% Q4 2025 Jan 15, 2026
Marble Harbor Investment Counsel, LLC History No change 2,700 1,628 0.17% 0.17% 498 0 0.0% Q4 2025 Feb 06, 2026
GW&K Investment Management, LLC History Added to 2,659 1,604 0.01% 0.01% 499 +436 19.61% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 2,625 1,583 0.02% 0.02% 500 -38 -1.43% Q4 2025 Feb 12, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 2,617 1,578 0.43% 0.5% 501 -48 -1.8% Q4 2025 Feb 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History New 2,606 1,572 0.1% — 502 +2,606 New Q4 2025 Jan 23, 2026
Zhang Financial LLC History Added to 2,591 1,563 0.06% 0.06% 503 +140 5.71% Q4 2025 Feb 10, 2026
SEMITAM BONAM LLC History No change 2,588 1,561 1.3% 1.38% 504 0 0.0% Q4 2025 Jan 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 2,587 1,560 0.11% 0.06% 505 +1,067 70.2% Q4 2025 Feb 12, 2026
CSS LLC/IL History Added to 2,580 1,556 0.07% 0.04% 506 +1,220 89.71% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History No change 2,565 1,547 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 11, 2026
Heritage Wealth Advisors History New 2,560 1,544 0.06% — 508 +2,560 New Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 2,554 1,540 0.07% 0.04% 509 +1,511 144.87% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 2,551 1,538 0.01% 0.01% 510 -86 -3.26% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Reduced 2,550 1,538 0.03% 0.04% 511 -54 -2.07% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History Reduced 2,533 1,528 0.0% 0.0% 512 -67 -2.58% Q4 2025 Feb 13, 2026
MidFirst Bank History New 2,522 1,521 0.12% — 514 +2,522 New Q4 2025 Feb 25, 2026
STOCK YARDS BANK & TRUST CO History Reduced 2,522 1,521 0.05% 0.05% 513 -25 -0.98% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 2,518 1,519 0.04% 0.04% 515 +50 2.03% Q4 2025 Feb 09, 2026
Olde Wealth Management, LLC History No change 2,500 1,513 0.47% 0.46% 516 0 0.0% Q4 2025 Feb 12, 2026
PETERSON WEALTH MANAGEMENT History Reduced 2,495 1,504 1.12% 1.04% 517 -22 -0.87% Q4 2025 Feb 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,474 1,492 0.07% 0.07% 518 0 0.0% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 2,472 1,491 0.02% 0.02% 519 +336 15.73% Q4 2025 Feb 09, 2026
Disciplined Investments, LLC History Reduced 2,473 1,491 0.57% 0.63% 520 -165 -6.25% Q4 2025 Feb 05, 2026
EQUITABLE TRUST CO History No change 2,470 1,490 0.07% 0.07% 521 0 0.0% Q4 2025 Feb 02, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 2,469 1,489 0.09% 0.04% 522 +1,602 184.78% Q4 2025 Feb 09, 2026
Ullmann Wealth Partners Group, LLC History No change 2,505 1,485 0.15% 0.16% 523 0 0.0% Q4 2025 Feb 12, 2026
TopTier Wealth Management, LLC History New 2,458 1,482 1.01% — 524 +2,458 New Q4 2025 Feb 12, 2026
Accredited Investors Inc. History No change 2,443 1,473 0.08% 0.08% 525 0 0.0% Q4 2025 Feb 05, 2026
Element Wealth, LLC History Reduced 2,435 1,468 0.61% 0.66% 526 -96 -3.79% Q4 2025 Feb 13, 2026
Pitcairn Wealth Advisors LLC History New 2,433 1,467 0.13% — 527 +2,433 New Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Reduced 2,429 1,465 0.13% 0.13% 528 -99 -3.92% Q4 2025 Jan 26, 2026
Triumph Capital Management History Reduced 2,413 1,455 0.31% 0.39% 529 -52 -2.11% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History Reduced 2,411 1,454 0.15% 0.21% 530 -754 -23.82% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 2,402 1,449 0.12% 0.17% 532 -1,072 -30.86% Q4 2025 Feb 06, 2026
COZAD ASSET MANAGEMENT INC History No change 2,403 1,449 0.11% 0.11% 531 0 0.0% Q4 2025 Feb 13, 2026
FNY Investment Advisers, LLC History New 2,400 1,447 0.41% — 533 +2,400 New Q4 2025 Jan 16, 2026
SAXON INTERESTS, INC. History Reduced 2,375 1,433 0.5% 0.56% 534 -13 -0.54% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 2,373 1,431 0.03% 0.04% 535 -273 -10.32% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History New 2,365 1,426 0.0% — 536 +2,365 New Q4 2025 Feb 17, 2026
Beaumont Financial Advisors, LLC History No change 2,361 1,424 0.09% 0.09% 537 0 0.0% Q4 2025 Jan 16, 2026
MIDDLETON & CO INC/MA History Reduced 2,353 1,419 0.15% 0.15% 538 -20 -0.84% Q4 2025 Jan 29, 2026
VIRTUE ASSET MANAGEMENT LLC History Reduced 2,351 1,418 1.13% 1.17% 539 -22 -0.93% Q4 2025 Feb 10, 2026
DV Trading LLC History New 2,349 1,417 0.04% — 540 +2,349 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,335 1,416 0.0% 0.0% 541 0 0.0% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 2,331 1,406 0.07% 0.07% 542 +77 3.42% Q4 2025 Jan 05, 2026
Quarry LP History New 2,325 1,402 0.22% — 543 +2,325 New Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Reduced 2,310 1,398 0.02% 0.02% 544 -164 -6.63% Q4 2025 Feb 17, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 2,311 1,394 0.46% 0.5% 545 -46 -1.95% Q4 2025 Jan 27, 2026
NWAM LLC History Added to 2,227 1,387 0.08% 0.04% 546 +1,123 101.72% Q4 2025 Feb 04, 2026
WEDBUSH SECURITIES INC History Added to 2,287 1,380 0.04% 0.04% 547 +2 0.09% Q4 2025 Feb 12, 2026
American Capital Advisory, LLC History Added to 2,279 1,374 0.6% 0.63% 548 +5 0.22% Q4 2025 Jan 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,267 1,367 0.02% 0.02% 549 0 0.0% Q4 2025 Feb 09, 2026
Allred Capital Management, LLC History No change 2,263 1,365 0.49% 0.47% 550 0 0.0% Q4 2025 Feb 10, 2026
Journey Advisory Group, LLC History Added to 2,257 1,361 0.11% 0.09% 551 +285 14.45% Q4 2025 Jan 27, 2026
TOMPKINS FINANCIAL CORP History No change 2,241 1,351 0.11% 0.11% 552 0 0.0% Q4 2025 Jan 08, 2026
WJ Financial Advisors LLC History Added to 2,236 1,348 1.2% 1.21% 553 +150 7.19% Q4 2025 Feb 02, 2026
Capital Investment Counsel, LLC History Added to 2,227 1,343 0.19% 0.18% 554 +132 6.3% Q4 2025 Feb 02, 2026
Kennebec Savings Bank History No change 2,210 1,333 1.15% 1.2% 555 0 0.0% Q4 2025 Jan 22, 2026
GM Advisory Group, LLC History Reduced 2,203 1,328 0.05% 0.06% 556 -197 -8.21% Q4 2025 Feb 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 2,189 1,320 1.01% 1.04% 557 0 0.0% Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History New 2,163 1,305 0.12% — 558 +2,163 New Q4 2025 Jan 27, 2026
Montecito Bank & Trust History Reduced 2,161 1,303 0.21% 0.22% 559 -239 -9.96% Q4 2025 Jan 09, 2026
Sunflower Bank, N.A. History Reduced 2,148 1,295 0.33% 0.32% 560 -58 -2.63% Q4 2025 Jan 09, 2026
Bear Mountain Capital, Inc. History No change 2,019 1,295 0.42% 0.4% 561 0 0.0% Q4 2025 Jan 22, 2026
Wealth Watch Advisors, INC History Added to 2,143 1,292 0.48% 0.51% 562 +58 2.78% Q4 2025 Feb 17, 2026
AlphaStar Capital Management, LLC History Reduced 2,131 1,285 0.09% 0.12% 563 -151 -6.62% Q4 2025 Feb 02, 2026
Plancorp, LLC History No change 2,129 1,284 0.04% 0.04% 564 0 0.0% Q4 2025 Feb 05, 2026
TCTC Holdings, LLC History No change 2,127 1,283 0.04% 0.04% 565 0 0.0% Q4 2025 Feb 12, 2026
SOL Capital Management CO History No change 2,125 1,282 0.12% 0.11% 566 0 0.0% Q4 2025 Jan 30, 2026
L & S Advisors Inc History Added to 2,124 1,281 0.12% 0.12% 568 +29 1.38% Q4 2025 Feb 05, 2026
SENTINEL TRUST CO LBA History Reduced 2,124 1,281 0.13% 0.13% 567 -1 -0.05% Q4 2025 Jan 29, 2026
TORONTO DOMINION BANK History Added to 2,123 1,280 0.0% 0.0% 569 +2,023 2023.0% Q4 2025 Feb 17, 2026
Cannon Capital Management, Inc. History New 2,121 1,279 1.12% — 572 +2,121 New Q4 2025 Jan 30, 2026
Eldridge Investment Advisors, Inc. History Reduced 2,120 1,279 0.28% 0.31% 570 -176 -7.67% Q4 2025 Feb 11, 2026
Emprise Bank History Added to 2,121 1,279 0.53% 0.54% 571 +25 1.19% Q4 2025 Jan 28, 2026
Granite Bay Wealth Management, LLC History Added to 2,116 1,276 0.31% 0.33% 573 +5 0.24% Q4 2025 Feb 05, 2026
XML Financial, LLC History Reduced 2,111 1,273 0.1% 0.13% 574 -591 -21.87% Q4 2025 Feb 11, 2026
BANK OF HAWAII History No change 2,087 1,259 0.06% 0.06% 575 0 0.0% Q4 2025 Mar 03, 2026
Evanson Asset Management, LLC History Added to 2,071 1,249 0.07% 0.07% 576 +4 0.19% Q4 2025 Jan 12, 2026
Summit Wealth Partners, LLC History Reduced 2,067 1,246 0.23% 0.35% 577 -1,165 -36.05% Q4 2025 Jan 27, 2026
Sunbeam Capital Management, LLC History No change 2,063 1,244 0.74% 0.76% 578 0 0.0% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 2,061 1,243 0.28% 0.29% 579 +5 0.24% Q4 2025 Feb 06, 2026
Choate Investment Advisors History Reduced 2,057 1,240 0.02% 0.03% 580 -232 -10.14% Q4 2025 Feb 09, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 2,055 1,239 0.07% 0.07% 581 0 0.0% Q4 2025 Feb 13, 2026
Nuveen, LLC History New 2,053 1,238 0.0% — 583 +2,053 New Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History No change 2,053 1,238 0.07% 0.07% 582 0 0.0% Q4 2025 Jan 14, 2026
TruWealth Advisors, LLC History Reduced 2,050 1,236 0.06% 0.06% 584 -51 -2.43% Q4 2025 Jan 07, 2026
Gryphon Financial Partners LLC History Reduced 2,041 1,231 0.13% 0.15% 585 -95 -4.45% Q4 2025 Jan 08, 2026
Bill Few Associates, Inc. History Added to 2,036 1,228 0.3% 0.31% 586 +6 0.3% Q4 2025 Jan 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 2,034 1,227 0.06% 0.07% 587 -381 -15.78% Q4 2025 Jan 27, 2026
Gator Capital Management, LLC History Added to 2,028 1,223 0.25% 0.27% 588 +221 12.23% Q4 2025 Feb 13, 2026
J.Safra Asset Management Corp History Added to 2,022 1,219 0.06% 0.03% 589 +1,099 119.07% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History No change 2,004 1,208 0.06% 0.06% 590 0 0.0% Q4 2025 Feb 11, 2026
Black Maple Capital Management LP History Added to 2,000 1,206 0.84% 0.29% 591 +1,000 100.0% Q4 2025 Feb 17, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 1,991 1,206 0.2% 0.12% 593 +771 63.2% Q4 2025 Feb 17, 2026
Capital Planning Advisors, LLC History No change 2,000 1,206 0.16% 0.16% 592 0 0.0% Q4 2025 Feb 17, 2026
NCM Capital Management, LLC History No change 1,988 1,199 0.44% 0.46% 594 0 0.0% Q4 2025 Mar 02, 2026
FF Advisors,LLC History Reduced 1,984 1,196 0.53% 0.57% 596 -9 -0.45% Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Added to 1,983 1,196 0.19% 0.21% 595 +1 0.05% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 1,981 1,195 0.08% 0.08% 597 -45 -2.22% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Reduced 1,978 1,193 0.04% 0.33% 598 -6,550 -76.81% Q4 2025 Feb 04, 2026
B. Riley Wealth Advisors, Inc. History No change 1,962 1,183 0.05% 0.05% 599 0 0.0% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History No change 1,955 1,179 0.07% 0.07% 600 0 0.0% Q4 2025 Jan 15, 2026
SOA Wealth Advisors, LLC. History Reduced 1,946 1,173 0.2% 0.2% 601 -27 -1.37% Q4 2025 Jan 20, 2026
Castle Rock Wealth Management, LLC History Added to 1,866 1,172 0.25% 0.23% 602 +131 7.55% Q4 2025 Feb 05, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 1,941 1,170 0.18% 0.19% 603 -3 -0.15% Q4 2025 Feb 06, 2026
Florida Trust Wealth Management Co History Reduced 1,935 1,167 0.03% 0.03% 604 -25 -1.28% Q4 2025 Jan 20, 2026
SVB WEALTH LLC History Reduced 1,932 1,165 0.07% 0.07% 605 -251 -11.5% Q4 2025 Feb 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 1,930 1,164 0.02% 0.02% 606 -41 -2.08% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History No change 1,928 1,163 0.01% 0.01% 607 0 0.0% Q4 2025 Feb 05, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,922 1,162 0.05% 0.06% 608 -21 -1.08% Q4 2025 Feb 13, 2026
Fiera Capital Corp History Added to 1,913 1,154 0.0% 0.0% 609 +85 4.65% Q4 2025 Feb 11, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 1,913 1,154 0.08% 0.09% 610 -11 -0.57% Q4 2025 Feb 12, 2026
First City Capital Management, Inc. History Added to 1,910 1,152 0.61% 0.48% 611 +428 28.88% Q4 2025 Jan 14, 2026
High Falls Advisors, Inc History Reduced 1,902 1,147 0.23% 0.25% 612 -100 -5.0% Q4 2025 Feb 18, 2026
Maltin Wealth Management, Inc. History Added to 1,897 1,144 0.46% 0.47% 613 +5 0.26% Q4 2025 Jan 15, 2026
TRUST CO OF VERMONT History Added to 1,896 1,143 0.05% 0.03% 614 +696 58.0% Q4 2025 Jan 16, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 1,887 1,138 0.07% 0.08% 615 -38 -1.97% Q4 2025 Feb 10, 2026
Private Wealth Group, LLC History No change 1,887 1,138 0.55% 0.56% 616 0 0.0% Q4 2025 Jan 12, 2026
Taylor Financial Group, Inc. History Reduced 1,883 1,135 0.67% 0.66% 617 -32 -1.67% Q4 2025 Feb 06, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,879 1,133 0.02% 0.03% 618 -15 -0.79% Q4 2025 Feb 03, 2026
Forza Wealth Management, LLC History No change 1,876 1,131 0.41% 0.43% 619 0 0.0% Q4 2025 Feb 02, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,870 1,128 0.04% 0.04% 620 0 0.0% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 1,862 1,123 0.02% 0.03% 621 -687 -26.95% Q4 2025 Feb 19, 2026
Long Road Investment Counsel, LLC History Added to 1,850 1,116 0.42% 0.37% 622 +100 5.71% Q4 2025 Feb 04, 2026
SkyView Investment Advisors, LLC History No change 1,850 1,116 0.14% 0.14% 623 0 0.0% Q4 2025 Feb 18, 2026
Blue Zone Wealth Advisors, LLC History Added to 1,844 1,112 0.21% 0.14% 624 +631 52.02% Q4 2025 Jan 21, 2026
HOWE & RUSLING INC History No change 1,840 1,110 0.07% 0.08% 625 0 0.0% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 1,835 1,107 0.25% 0.25% 626 +41 2.29% Q4 2025 Jan 23, 2026
ROCKLAND TRUST CO History Added to 1,831 1,104 0.04% 0.04% 627 +234 14.65% Q4 2025 Jan 15, 2026
Cadence Bank History No change 1,818 1,096 0.06% 0.07% 628 0 0.0% Q4 2025 Jan 30, 2026
WHITE PINE CAPITAL LLC History Reduced 1,810 1,092 0.3% 0.33% 629 -121 -6.27% Q4 2025 Feb 09, 2026
Sunpointe, LLC History Reduced 1,805 1,092 0.36% 0.39% 630 -12 -0.66% Q4 2025 Jan 23, 2026
Horizon Investments, LLC History Reduced 1,809 1,091 0.01% 0.01% 631 -81 -4.29% Q4 2025 Feb 02, 2026
Acorn Wealth Advisors, LLC History Reduced 1,806 1,089 0.32% 0.41% 632 -391 -17.8% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Reduced 1,805 1,088 0.03% 0.03% 633 -188 -9.43% Q4 2025 Feb 05, 2026
Koss-Olinger Consulting, LLC History Reduced 1,798 1,085 0.08% 0.09% 635 -112 -5.86% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History No change 1,799 1,085 0.15% 0.15% 634 0 0.0% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 1,793 1,081 0.03% 0.04% 636 -763 -29.85% Q4 2025 Jan 09, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,790 1,079 0.17% 0.18% 637 0 0.0% Q4 2025 Feb 11, 2026
Capital Advantage, Inc. History Reduced 1,786 1,077 0.15% 0.16% 638 -6 -0.33% Q4 2025 Jan 07, 2026
CREDIT AGRICOLE S A History Added to 1,776 1,071 0.0% 0.0% 639 +51 2.96% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 1,768 1,066 0.06% 0.06% 640 +9 0.51% Q4 2025 Jan 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,765 1,064 0.01% 0.01% 641 +654 58.87% Q4 2025 Feb 10, 2026
SFM, LLC History Reduced 1,765 1,064 0.62% 0.61% 642 -2 -0.11% Q4 2025 Jan 23, 2026
Mason Investment Advisory Services, Inc. History Reduced 1,758 1,060 0.05% 0.05% 643 -19 -1.07% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History No change 1,750 1,055 0.04% 0.04% 644 0 0.0% Q4 2025 Feb 06, 2026
Glassman Wealth Services History Reduced 1,739 1,049 0.14% 0.15% 646 -69 -3.82% Q4 2025 Jan 28, 2026
LYNCH & ASSOCIATES/IN History No change 1,740 1,049 0.2% 0.2% 645 0 0.0% Q4 2025 Jan 07, 2026
Moment Partners, LLC History No change 1,728 1,046 0.22% 0.18% 647 0 0.0% Q4 2025 Feb 10, 2026
Paragon Capital Management Ltd History No change 1,700 1,025 0.2% 0.19% 648 0 0.0% Q4 2025 Jan 22, 2026
SteelPeak Wealth, LLC History Added to 1,687 1,021 0.03% 0.01% 649 +1,300 335.92% Q4 2025 Jan 20, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,691 1,020 0.38% 0.39% 650 0 0.0% Q4 2025 Jan 13, 2026
WEALTH ALLIANCE, LLC History Added to 1,685 1,016 0.1% 0.06% 651 +645 62.02% Q4 2025 Feb 13, 2026
Darrow Company, Inc. History No change 1,683 1,015 0.46% 0.46% 652 0 0.0% Q4 2025 Jan 27, 2026
Fiduciary Wealth Partners, LLC History No change 1,674 1,009 0.41% 0.42% 653 0 0.0% Q4 2025 Jan 28, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 1,537 1,007 0.73% 0.69% 654 0 0.0% Q4 2025 Feb 10, 2026
Legacy Private Trust Co. History No change 1,665 1,004 0.06% 0.06% 655 0 0.0% Q4 2025 Jan 08, 2026
Jordan Park Group LLC History No change 1,664 1,003 0.06% 0.06% 656 0 0.0% Q4 2025 Feb 10, 2026
Old North State Trust, LLC History New 1,648 994 0.59% — 657 +1,648 New Q4 2025 Mar 24, 2026
Berger Financial Group, Inc History Reduced 1,640 989 0.06% 0.06% 658 -60 -3.53% Q4 2025 Jan 27, 2026
Aprio Wealth Management, LLC History Added to 1,637 987 0.06% 0.04% 659 +924 129.59% Q4 2025 Jan 29, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,634 985 0.01% 0.01% 660 +614 60.2% Q4 2025 Feb 02, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,626 981 0.02% 0.02% 661 0 0.0% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History No change 1,627 981 0.02% 0.02% 662 0 0.0% Q4 2025 Feb 10, 2026
Aegis Wealth Management, Inc. History New 1,616 975 0.77% — 663 +1,616 New Q4 2025 Feb 05, 2026
Orgel Wealth Management, LLC History Reduced 1,614 973 0.02% 0.02% 664 -21 -1.28% Q4 2025 Jan 07, 2026
Sovereign Financial Group, Inc. History Reduced 1,612 972 0.17% 0.18% 665 -46 -2.77% Q4 2025 Jan 07, 2026
RTD Financial Advisors, Inc. History No change 1,605 968 0.12% 0.11% 666 0 0.0% Q4 2025 Jan 27, 2026
VeraBank, N.A. History Reduced 1,600 965 0.18% 0.19% 668 -137 -7.89% Q4 2025 Feb 11, 2026
SIG BROKERAGE, LP History No change 1,600 965 0.03% 0.03% 667 0 0.0% Q4 2025 Feb 17, 2026
InTrack Investment Management Inc History No change 1,599 964 0.54% 0.57% 669 0 0.0% Q4 2025 Jan 14, 2026
Renaissance Investment Group LLC History Reduced 1,593 961 0.19% 0.22% 670 -267 -14.35% Q4 2025 Jan 06, 2026
Aptus Capital Advisors, LLC History Added to 1,587 957 0.01% 0.01% 671 +255 19.14% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 1,586 956 0.22% 0.22% 672 -15 -0.94% Q4 2025 Feb 17, 2026
M3 Advisory Group, LLC History Added to 1,581 953 0.58% 0.57% 673 +41 2.66% Q4 2025 Jan 16, 2026
Compound Planning, Inc. History Reduced 1,553 936 0.03% 0.03% 674 -168 -9.76% Q4 2025 Feb 19, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 1,549 934 0.03% 0.03% 675 -68 -4.21% Q4 2025 Jan 20, 2026
Sachetta, LLC History Added to 1,549 934 0.51% 0.34% 676 +2 0.13% Q4 2025 Feb 02, 2026
Moors & Cabot, Inc. History Added to 1,542 930 0.04% 0.04% 677 +16 1.05% Q4 2025 Feb 10, 2026
Garden State Investment Advisory Services LLC History Reduced 1,531 929 0.2% 0.61% 678 -3,097 -66.92% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 1,528 921 0.0% 0.0% 679 +267 21.17% Q4 2025 Jan 12, 2026
Bridgewater Advisors Inc. History No change 1,435 921 0.06% 0.06% 680 0 0.0% Q4 2025 Jan 23, 2026
Greystone Financial Group, LLC History Reduced 1,527 920 0.14% 0.15% 681 -81 -5.04% Q4 2025 Jan 27, 2026
Clarendon Private LLC History Added to 1,522 918 0.78% 0.82% 682 +4 0.26% Q4 2025 Feb 05, 2026
Peterson Wealth Services History Added to 1,515 914 0.23% 0.19% 683 +990 188.57% Q4 2025 Feb 12, 2026
Wood Tarver Financial Group, LLC History Reduced 1,516 914 0.26% 0.27% 684 -11 -0.72% Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History No change 1,513 912 0.29% 0.3% 685 0 0.0% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 1,512 911 0.17% 0.01% 686 +953 170.48% Q4 2025 Mar 04, 2026
American Money Management, LLC History Reduced 1,510 910 0.14% 0.15% 687 -3 -0.2% Q4 2025 Feb 10, 2026
WARNER FINANCIAL, INC History Added to 1,504 907 0.31% 0.33% 688 +1 0.07% Q4 2025 Jan 21, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 1,502 906 0.39% 0.36% 690 +230 18.08% Q4 2025 Jan 21, 2026
RETIREMENT CAPITAL STRATEGIES History No change 1,502 906 0.34% 0.34% 689 0 0.0% Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,499 904 0.32% 0.32% 691 +2 0.13% Q4 2025 Jan 09, 2026
Prosperity Planning, Inc. History Reduced 1,497 903 0.24% 0.24% 692 -24 -1.58% Q4 2025 Jan 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,494 902 0.0% 0.0% 693 +694 86.75% Q4 2025 Feb 17, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,494 901 0.3% 0.31% 694 0 0.0% Q4 2025 Feb 17, 2026
General Partner, Inc. History No change 1,484 895 0.51% 0.49% 695 0 0.0% Q4 2025 Jan 06, 2026
Coastal Bridge Advisors, LLC History Added to 1,482 893 0.07% 0.06% 696 +118 8.65% Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 1,479 892 0.01% 0.01% 697 +20 1.37% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Added to 1,471 887 0.03% 0.01% 699 +814 123.9% Q4 2025 Feb 06, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,471 887 0.24% 0.24% 698 0 0.0% Q4 2025 Feb 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 1,469 886 0.69% — 700 +1,469 New Q4 2025 Mar 05, 2026
Pettinga Financial Advisors LLC History Reduced 1,463 882 0.17% 0.17% 701 -14 -0.95% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Reduced 1,463 882 0.21% 0.23% 703 -8 -0.54% Q4 2025 Jan 12, 2026
TRITONPOINT WEALTH, LLC History No change 1,457 882 0.09% 0.07% 702 0 0.0% Q4 2025 Jan 20, 2026
Rothschild Capital Partners, LLC History Added to 1,457 878 0.21% 0.2% 704 +4 0.28% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 1,455 877 0.11% 0.1% 705 -10 -0.68% Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History Added to 1,450 874 0.03% 0.02% 706 +171 13.37% Q4 2025 Jan 05, 2026
Petix & Botte Co History No change 1,450 874 0.2% 0.2% 707 0 0.0% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Reduced 1,447 873 0.0% 0.01% 708 -34 -2.3% Q4 2025 Feb 03, 2026
MontVue Capital Management, Inc. History Added to 1,447 872 0.58% 0.57% 709 +30 2.12% Q4 2025 Jan 27, 2026
BigSur Wealth Management LLC History No change 1,440 871 0.21% 0.21% 710 0 0.0% Q4 2025 Jan 27, 2026
Carrera Capital Advisors History Reduced 1,427 864 0.15% 0.15% 711 -5 -0.35% Q4 2025 Jan 30, 2026
Quadrant Private Wealth Management, LLC History Added to 1,426 863 0.14% 0.15% 712 +23 1.64% Q4 2025 Jan 26, 2026
Panoramic Capital Partners, LLC History No change 1,429 862 0.53% 0.55% 713 0 0.0% Q4 2025 Jan 07, 2026
Clarius Group, LLC History No change 1,426 860 0.05% 0.05% 714 0 0.0% Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Reduced 1,416 854 0.02% 0.02% 715 -115 -7.51% Q4 2025 Feb 06, 2026
ALESCO ADVISORS LLC History Reduced 1,415 853 0.02% 0.02% 716 -4 -0.28% Q4 2025 Jan 28, 2026
WealthSpring Partners, LLC History New 1,414 852 0.87% — 717 +1,414 New Q4 2025 Feb 12, 2026
LCNB CORP History Reduced 1,405 847 0.28% 0.3% 718 -35 -2.43% Q4 2025 Feb 10, 2026
Leisure Capital Management History No change 1,405 847 0.28% 0.29% 719 0 0.0% Q4 2025 Jan 27, 2026
Samalin Investment Counsel, LLC History Reduced 1,402 845 0.3% 0.29% 720 -25 -1.75% Q4 2025 Jan 30, 2026
Douglass Winthrop Advisors, LLC History Added to 1,400 844 0.01% 0.01% 721 +326 30.35% Q4 2025 Feb 12, 2026
LAM GROUP, INC. History No change 1,400 844 0.48% 0.52% 722 0 0.0% Q4 2025 Jan 23, 2026
Fiduciary Alliance LLC History Added to 1,398 843 0.06% 0.05% 723 +111 8.62% Q4 2025 Jan 22, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 1,393 840 0.1% 0.1% 724 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Wealth Management, LLC History Reduced 1,388 837 0.04% 0.05% 725 -5 -0.36% Q4 2025 Feb 05, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 1,382 833 0.5% 0.5% 726 0 0.0% Q4 2025 Jan 26, 2026
FCA CORP /TX History No change 1,380 832 0.23% 0.23% 727 0 0.0% Q4 2025 Feb 11, 2026
M. Kraus & Co History No change 1,375 829 0.23% 0.23% 728 0 0.0% Q4 2025 Jan 21, 2026
Tennessee Valley Asset Management Partners History Added to 1,372 827 0.11% 0.11% 729 +1 0.07% Q4 2025 Feb 05, 2026
Towne Trust Company, N.A History Reduced 1,370 826 0.26% 0.27% 730 -34 -2.42% Q4 2025 Jan 26, 2026
HARMONY ASSET MANAGEMENT LLC History No change 1,369 825 0.28% 0.28% 731 0 0.0% Q4 2025 Feb 06, 2026
Ashford Advisors, LLC History No change 1,361 824 0.18% 0.18% 732 0 0.0% Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History Reduced 1,365 823 0.01% 0.01% 733 -28 -2.01% Q4 2025 Jan 29, 2026
Opulen Financial Group LLC History Added to 1,363 822 0.6% 0.53% 734 +196 16.8% Q4 2025 Feb 10, 2026
Omega Financial Group, LLC History Reduced 1,361 821 0.27% 0.28% 735 -52 -3.68% Q4 2025 Jan 28, 2026
BankPlus Trust Department History Reduced 1,362 821 0.21% 0.22% 736 -18 -1.3% Q4 2025 Jan 27, 2026
McGuire Investment Group, LLC History Reduced 1,354 816 0.09% 0.09% 737 -17 -1.24% Q4 2025 Jan 26, 2026
Impact Capital Partners LLC History Added to 1,345 811 0.24% 0.14% 738 +542 67.5% Q4 2025 Jan 07, 2026
Glaxis Capital Management, LLC History Reduced 1,340 808 1.38% 1.93% 739 -610 -31.28% Q4 2025 Feb 12, 2026
United Community Bank History Reduced 1,337 806 0.3% 0.25% 740 -34 -2.48% Q4 2025 Jan 30, 2026
Aspen Grove Capital, LLC History Added to 1,328 804 0.14% 0.05% 742 +827 165.07% Q4 2025 Feb 17, 2026
3EDGE Asset Management, LP History Added to 1,334 804 0.04% 0.04% 741 +245 22.5% Q4 2025 Feb 06, 2026
VIAWEALTH, LLC History No change 1,325 799 0.45% 0.43% 743 0 0.0% Q4 2025 Feb 10, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 1,316 793 0.11% 0.11% 744 0 0.0% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History New 1,300 784 0.04% — 747 +1,300 New Q4 2025 Feb 17, 2026
TradeLink Capital LLC History Added to 1,300 784 6.27% 3.9% 746 +390 42.86% Q4 2025 Feb 04, 2026
APPLETON PARTNERS INC/MA History Reduced 1,300 784 0.05% 0.06% 745 -140 -9.72% Q4 2025 Jan 09, 2026
Schrum Private Wealth Management LLC History No change 1,298 783 0.58% 0.57% 748 0 0.0% Q4 2025 Feb 17, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 1,290 778 0.43% 0.77% 749 -451 -25.9% Q4 2025 Feb 17, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 1,185 776 0.3% 0.69% 750 -1,486 -55.63% Q4 2025 Feb 12, 2026
Dana Investment Advisors, Inc. History Reduced 1,284 774 0.02% 0.02% 751 -1 -0.08% Q4 2025 Feb 05, 2026
PROSPERITY BANCSHARES INC History New 1,277 770 0.69% — 752 +1,277 New Q4 2025 Feb 17, 2026
TCI Wealth Advisors, Inc. History No change 1,268 764 0.04% 0.05% 753 0 0.0% Q4 2025 Feb 02, 2026
TruNorth Capital Management, LLC History No change 1,265 763 0.14% 0.15% 754 0 0.0% Q4 2025 Feb 11, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,260 762 0.63% 0.65% 755 0 0.0% Q4 2025 Jan 08, 2026
Holistic Financial Partners History Reduced 1,258 759 0.28% 0.31% 756 -30 -2.33% Q4 2025 Jan 07, 2026
Miramar Capital, LLC History No change 1,252 755 0.16% 0.17% 757 0 0.0% Q4 2025 Feb 11, 2026
Rise Advisors, LLC History Added to 1,249 753 0.27% 0.22% 758 +214 20.68% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History No change 1,245 751 0.01% 0.01% 759 0 0.0% Q4 2025 Feb 02, 2026
STAR Financial Bank History No change 1,245 751 0.38% 0.44% 760 0 0.0% Q4 2025 Feb 13, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,242 749 0.06% 0.07% 761 0 0.0% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History No change 1,237 746 0.1% 0.11% 762 0 0.0% Q4 2025 Feb 10, 2026
NICOLET BANKSHARES INC History Reduced 1,235 745 0.12% 0.12% 763 -6 -0.48% Q4 2025 Feb 09, 2026
Urban Financial Advisory Corp History Added to 1,236 745 0.29% 0.34% 764 +3 0.24% Q4 2025 Feb 04, 2026
HM PAYSON & CO History Reduced 1,228 740 0.01% 0.01% 765 -166 -11.91% Q4 2025 Feb 12, 2026
CGN Advisors LLC History No change 1,225 739 0.06% 0.06% 766 0 0.0% Q4 2025 Jan 05, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 1,224 738 0.64% 0.81% 768 -430 -26.0% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Added to 1,224 738 0.03% 0.03% 767 +11 0.91% Q4 2025 Jan 29, 2026
Kaydan Wealth Management, Inc. History No change 1,220 736 0.21% 0.21% 769 0 0.0% Q4 2025 Jan 12, 2026
FAS Wealth Partners, Inc. History No change 1,214 732 0.05% 0.05% 770 0 0.0% Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 1,209 729 0.02% 0.01% 771 +673 125.56% Q4 2025 Feb 05, 2026
Peak Planning Group, LLC History New 1,207 728 0.2% — 773 +1,207 New Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 1,208 728 0.02% 0.02% 772 -38 -3.05% Q4 2025 Jan 30, 2026
GHE, LLC History New 1,200 723 0.24% — 774 +1,200 New Q4 2025 Feb 09, 2026
FIRST AMERICAN TRUST, FSB History Added to 1,195 720 0.05% 0.02% 775 +800 202.53% Q4 2025 Feb 11, 2026
Sage Mountain Advisors LLC History No change 1,190 717 0.04% 0.04% 776 0 0.0% Q4 2025 Jan 23, 2026
Apeiron RIA LLC History Added to 1,132 715 0.15% 0.13% 777 +165 17.06% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,185 714 0.01% 0.01% 778 0 0.0% Q4 2025 Feb 05, 2026
Brightwater Advisory LLC History Reduced 1,177 710 0.48% 0.49% 780 -21 -1.75% Q4 2025 Feb 12, 2026
Aerodigm Wealth, LLC History No change 1,178 710 0.25% 0.3% 779 0 0.0% Q4 2025 Feb 06, 2026
CX Institutional History Added to 1,176 709 0.02% 0.02% 781 +100 9.29% Q4 2025 Feb 02, 2026
Cascade Financial Partners, LLC History Reduced 1,175 708 0.07% 0.09% 782 -88 -6.97% Q4 2025 Feb 06, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 1,172 707 0.66% — 783 +1,172 New Q4 2025 Feb 05, 2026
XTX Topco Ltd History New 1,171 706 0.02% — 785 +1,171 New Q4 2025 Feb 17, 2026
Marion Wealth Management History Added to 1,111 706 0.16% 0.16% 786 +3 0.27% Q4 2025 Jan 26, 2026
River Wealth Advisors LLC History Reduced 1,171 706 0.08% 0.08% 784 -2 -0.17% Q4 2025 Feb 13, 2026
WealthPLAN Partners, LLC History Reduced 1,165 702 0.1% 0.11% 787 -106 -8.34% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History No change 1,162 701 0.02% 0.02% 788 0 0.0% Q4 2025 Feb 13, 2026
Stanich Group LLC History Added to 1,161 700 0.53% 0.42% 789 +1 0.09% Q4 2025 Jan 23, 2026
Truepoint, Inc. History Reduced 1,157 697 0.02% 0.02% 790 -19 -1.62% Q4 2025 Feb 11, 2026
Finivi Inc. History New 1,151 694 0.4% — 793 +1,151 New Q4 2025 Jan 27, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 1,151 694 0.03% 0.03% 791 0 0.0% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 1,152 694 0.05% 0.05% 792 0 0.0% Q4 2025 Feb 13, 2026
Livet Wealth, LLC History New 1,150 693 0.43% — 794 +1,150 New Q4 2025 Feb 13, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 1,142 690 0.33% 0.33% 795 -22 -1.89% Q4 2025 Feb 05, 2026
Round Rock Advisors LLC History Reduced 1,144 690 0.1% 0.11% 796 -9 -0.78% Q4 2025 Jan 27, 2026
Rathbones Group PLC History No change 1,140 687 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 06, 2026
New Hampshire Trust History No change 1,134 684 0.13% 0.13% 798 0 0.0% Q4 2025 Jan 29, 2026
Single Point Partners, LLC History Reduced 1,131 682 0.13% 0.15% 799 -117 -9.38% Q4 2025 Jan 26, 2026
Stone Summit Wealth LLC History Reduced 1,128 680 0.18% 0.2% 800 -55 -4.65% Q4 2025 Jan 27, 2026