INVESCO EXCHANGE-TRADED FUND TRUST - RSP

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
MORGAN STANLEY History Added to 31,346,217 6,004,681 0.36% 0.33% 1 +2,285,526 7.86% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 26,252,217 5,028,874 3.18% 3.2% 2 +959,176 3.79% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 21,802,619 4,176,509 0.3% 0.3% 3 -1,631,618 -6.96% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 11,996,710 2,298,089 0.28% 0.19% 4 +3,650,634 43.74% Q4 2025 Mar 25, 2026
UBS Group AG History Added to 10,388,792 1,990,076 0.32% 0.24% 5 +2,210,831 27.03% Q4 2025 Jan 29, 2026
Invesco Ltd. History Added to 10,144,784 1,943,334 0.3% 0.29% 6 +444,846 4.59% Q4 2025 Feb 19, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 8,485,519 1,625,486 3.63% 3.23% 7 +1,060,181 14.28% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 6,738,063 1,290,743 0.24% 0.24% 8 -49,284 -0.73% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 5,486,948 1,051,079 0.29% 0.28% 9 +362,412 7.07% Q4 2025 Feb 11, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Reduced 5,469,896 1,047,813 47.94% 56.82% 10 -3,720,595 -40.48% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,370,553 837,223 0.1% 0.08% 11 +806,350 22.62% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 4,285,054 820,844 3.46% 3.33% 12 +257,163 6.38% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 4,255,842 815,249 0.12% 0.13% 13 -369,347 -7.99% Q4 2025 Feb 17, 2026
Japan Science & Technology Agency History No change 3,792,112 726,416 13.35% 12.81% 14 0 0.0% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,707,072 709,975 0.22% 0.23% 15 -26,536 -0.71% Q4 2025 Feb 18, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 3,600,000 689,616 3.25% 3.96% 16 -1,500,000 -29.41% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 3,579,650 685,717 3.47% 3.4% 17 +9,309 0.26% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 3,551,658 680,306 0.15% 0.15% 18 +26,100 0.74% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 3,273,900 627,148 0.09% 0.06% 19 +1,244,118 61.29% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 3,094,492 592,781 0.1% — 20 +3,094,492 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 2,775,657 531,704 0.13% 0.07% 21 +1,027,744 58.8% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 2,757,713 528,267 0.7% 0.74% 22 -122,398 -4.25% Q4 2025 Feb 02, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 2,722,346 521,492 7.51% 0.09% 23 +2,686,558 7506.87% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 2,460,000 471,237 0.79% 0.75% 24 +285,000 13.1% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,261,284 446,446 0.2% 0.26% 25 -245,615 -9.8% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,320,620 444,538 1.59% 2.41% 26 -1,295,945 -35.83% Q4 2025 Jan 30, 2026
CITIGROUP INC History Added to 2,222,303 425,704 0.19% 0.14% 27 +615,181 38.28% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 1,963,478 376,123 0.55% 0.54% 28 +207,096 11.79% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,874,285 359,036 0.41% 0.4% 29 +577,151 44.49% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,856,291 355,591 0.02% 0.03% 30 -913,376 -32.98% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,774,952 340,009 0.1% 0.1% 31 +15,654 0.89% Q4 2025 Feb 10, 2026
Varma Mutual Pension Insurance Co History New 1,708,000 327,184 1.98% — 32 +1,708,000 New Q4 2025 Feb 02, 2026
Phoenix Financial Ltd. History Reduced 1,625,542 311,388 3.37% 4.09% 33 -142,890 -8.08% Q4 2025 Feb 05, 2026
Clal Insurance Enterprises Holdings Ltd History New 1,600,000 306,496 1.98% — 34 +1,600,000 New Q4 2025 Feb 13, 2026
BW Gestao de Investimentos Ltda. History New 1,499,100 287,167 6.48% — 35 +1,499,100 New Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 1,434,548 274,802 0.49% 0.49% 36 +108,552 8.19% Q4 2025 Mar 16, 2026
HighTower Advisors, LLC History Added to 1,409,611 270,025 0.3% 0.29% 37 +55,250 4.08% Q4 2025 Feb 06, 2026
North Peak Capital Management, LLC History No change 1,374,131 263,228 22.37% 22.84% 38 0 0.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,337,435 256,307 0.37% 0.39% 39 -128,867 -8.79% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 1,332,133 255,183 15.7% 16.16% 40 -4,377 -0.33% Q4 2025 Feb 12, 2026
Duquesne Family Office LLC History New 1,173,925 224,877 5.0% — 41 +1,173,925 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 1,141,275 218,622 0.22% — 42 +1,141,275 New Q4 2025 Feb 12, 2026
Bayview Asset Management, LLC History New 1,104,500 211,578 48.92% — 43 +1,104,500 New Q4 2025 Feb 13, 2026
Freedom Together Foundation History No change 1,100,000 210,716 26.72% 23.89% 44 0 0.0% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 1,094,052 209,581 0.19% 0.19% 45 +23,042 2.15% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,071,458 205,248 0.27% 0.27% 46 -7,917 -0.73% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 1,044,065 199,962 0.22% 0.23% 47 -22,044 -2.07% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 858,865 164,524 0.23% 0.22% 48 -37,512 -4.18% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 802,717 153,768 0.03% 0.04% 49 -327,931 -29.0% Q4 2025 Feb 10, 2026
Trust Co of Tennessee History Added to 797,760 152,812 30.36% 31.15% 50 +18,986 2.44% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Added to 786,841 150,727 1.91% 1.96% 51 +1,843 0.23% Q4 2025 Feb 02, 2026
Ally Financial Inc. History No change 768,000 147,118 17.96% 17.99% 52 0 0.0% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 757,000 145,010 0.25% — 53 +757,000 New Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Added to 756,370 144,890 7.78% 7.84% 54 +7,920 1.06% Q4 2025 Jan 29, 2026
CI INVESTMENTS INC. History No change 705,470 135,139 0.59% 0.49% 55 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Reduced 695,867 133,300 0.31% 0.33% 56 -38,302 -5.22% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 684,869 131,193 0.35% 0.41% 57 -109,403 -13.77% Q4 2025 Feb 05, 2026
Erste Asset Management GmbH History Added to 683,360 130,904 1.1% 0.55% 58 +382,300 126.98% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 681,315 130,512 1.65% 1.51% 59 +75,308 12.43% Q4 2025 Feb 09, 2026
Summit Trail Advisors, LLC History Reduced 669,322 128,215 2.22% 2.33% 60 -218,917 -24.65% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History New 644,782 123,514 2.81% — 61 +644,782 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 633,714 121,394 0.7% 0.67% 62 +62,712 10.98% Q4 2025 Feb 13, 2026
Schusterman Interests, LLC History No change 625,000 119,725 27.4% 27.09% 63 0 0.0% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 599,980 114,932 2.55% 2.68% 64 -20,534 -3.31% Q4 2025 Feb 04, 2026
SCS Capital Management LLC History Added to 596,705 114,304 1.21% 0.79% 65 +214,727 56.21% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 593,537 113,697 2.54% 0.52% 66 +511,351 622.19% Q4 2025 Feb 05, 2026
Bell Bank History Added to 587,480 112,537 4.81% 2.39% 67 +296,939 102.2% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 583,665 111,942 0.15% 0.16% 68 -1,381 -0.24% Q4 2025 Jan 08, 2026
Csenge Advisory Group History Added to 580,044 111,113 5.03% 5.03% 69 +24,254 4.36% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Reduced 578,600 110,836 0.46% 0.53% 70 -30,199 -4.96% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 565,821 108,388 0.78% 0.62% 71 +112,948 24.94% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 559,869 106,190 0.12% 0.14% 72 -55,442 -9.01% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 549,986 105,355 0.28% 0.21% 73 +139,587 34.01% Q4 2025 Feb 17, 2026
Cercano Management LLC History Reduced 534,478 102,384 3.87% 4.54% 74 -89,603 -14.36% Q4 2025 Feb 10, 2026
MKP Capital Management, L.L.C. History New 522,000 99,994 3.56% — 75 +522,000 New Q4 2025 Feb 10, 2026
Moment Partners, LLC History Added to 519,455 99,506 20.47% 16.93% 76 +14,854 2.94% Q4 2025 Feb 10, 2026
Endurance Services Ltd History No change 511,000 97,882 17.33% 16.24% 77 0 0.0% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 490,046 93,873 0.44% — 78 +490,046 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 484,997 92,906 0.23% 0.23% 79 +27,978 6.12% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Reduced 483,298 92,580 1.81% 1.92% 80 -1,816 -0.37% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 474,334 90,863 0.05% 0.06% 81 -6,783 -1.41% Q4 2025 Feb 06, 2026
Rock Creek Group, LP History Reduced 467,881 89,627 10.05% 13.0% 82 -183,157 -28.13% Q4 2025 Feb 10, 2026
Vanderbilt University History Added to 467,029 89,464 15.27% 14.65% 83 +1,830 0.39% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 458,668 87,862 5.68% 5.8% 84 +7,408 1.64% Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History Added to 457,299 87,600 0.61% 0.27% 85 +292,052 176.74% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 452,511 86,683 0.15% 0.12% 86 +75,442 20.01% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 446,606 85,551 0.69% 0.94% 87 -48,427 -9.78% Q4 2025 Feb 17, 2026
CHAI TRUST CO LLC History No change 1,865,494 84,898 7.32% 5.5% 88 0 0.0% Q4 2025 Feb 17, 2026
JABODON PT CO History New 436,069 83,533 11.05% — 89 +436,069 New Q4 2025 Feb 11, 2026
Naman Capital Ltda History Reduced 427,975 81,982 23.06% 26.18% 90 -63,724 -12.96% Q4 2025 Feb 27, 2026
Mariner, LLC History Added to 425,884 81,582 0.1% 0.1% 91 +14,067 3.42% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 421,963 80,831 0.38% 0.4% 92 -5,160 -1.21% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 410,857 78,703 0.29% 0.29% 93 +80,242 24.27% Q4 2025 Feb 18, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 396,364 75,927 0.01% — 94 +396,364 New Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 383,502 73,463 0.93% 0.8% 95 +58,896 18.14% Q4 2025 Feb 10, 2026
Consolidated Investment Group LLC History No change 380,395 72,868 8.72% 8.86% 96 0 0.0% Q4 2025 Jan 26, 2026
FIRST MANHATTAN CO. LLC. History Reduced 380,152 72,821 0.19% 0.25% 97 -114,787 -23.19% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 378,130 72,434 1.29% 1.44% 98 +190 0.05% Q4 2025 Jan 13, 2026
Venture Visionary Partners LLC History Reduced 375,222 71,877 2.34% 2.46% 99 -2,401 -0.64% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 362,087 69,958 0.89% 0.85% 100 +19,898 5.81% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 355,271 68,055 0.04% 0.04% 101 +63,572 21.79% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 355,002 68,004 2.15% 2.1% 102 +16,113 4.75% Q4 2025 Jan 30, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 354,814 67,968 2.83% 2.81% 103 +9,036 2.61% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 352,732 67,569 9.07% 8.43% 104 +76,023 27.47% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 350,466 67,135 0.46% 0.46% 105 +20,553 6.23% Q4 2025 Feb 17, 2026
Fund 1 Investments, LLC History New 350,000 67,046 8.2% — 106 +350,000 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 346,769 66,427 0.75% 0.78% 107 -618 -0.18% Q4 2025 Jan 20, 2026
Spider Management Company, LLC History No change 343,186 65,740 29.25% 29.58% 108 0 0.0% Q4 2025 Jan 29, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 342,244 65,560 8.41% 8.32% 109 +4,826 1.43% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Added to 347,912 64,926 0.09% 0.09% 110 +55,628 19.03% Q4 2025 Mar 09, 2026
Jefferies Financial Group Inc. History Added to 338,622 64,866 0.33% 0.3% 111 +4,566 1.37% Q4 2025 Feb 09, 2026
COMERICA BANK History Added to 338,295 64,803 0.26% 0.24% 112 +2,445 0.73% Q4 2025 Jan 29, 2026
OpenArc Corporate Advisory, LLC History New 336,078 64,379 1.06% — 113 +336,078 New Q4 2025 Feb 13, 2026
First Western Trust Bank History Reduced 333,061 63,801 3.14% 3.02% 114 -13,788 -3.98% Q4 2025 Feb 12, 2026
Southern Farm Bureau Life Insurance History No change 328,428 62,907 6.5% 7.35% 115 0 0.0% Q4 2025 Jan 28, 2026
Perbak Capital Partners LLP History Added to 324,343 62,131 18.96% 9.67% 116 +34,761 12.0% Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 316,978 60,720 0.77% 0.67% 117 +40,210 14.53% Q4 2025 Feb 10, 2026
LM Advisors LLC History Reduced 11,540 60,240 1.08% 1.58% 118 -46,409 -80.09% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 311,402 59,652 0.68% 0.77% 119 -44,735 -12.56% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 307,043 58,817 2.05% 0.97% 120 +166,366 118.26% Q4 2025 Jan 13, 2026
Engineers Gate Manager LP History Added to 304,722 58,372 0.69% 0.25% 121 +190,271 166.25% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 303,269 58,227 0.3% 0.25% 122 +100,143 49.3% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 299,442 57,361 1.73% — 123 +299,442 New Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History Added to 299,108 57,297 5.47% 5.51% 124 +16,771 5.94% Q4 2025 Jan 27, 2026
Sollinda Capital Management LLC History Added to 294,822 56,476 14.43% 1.39% 125 +268,087 1002.76% Q4 2025 Jan 15, 2026
CIBC WORLD MARKET INC. History Reduced 294,544 56,422 0.09% 0.12% 126 -71,541 -19.54% Q4 2025 Feb 10, 2026
One Day In July LLC History Added to 293,276 56,179 4.62% 4.34% 127 +22,702 8.39% Q4 2025 Feb 04, 2026
NewEdge Wealth, LLC History Added to 291,902 55,916 0.63% 0.11% 128 +250,891 611.77% Q4 2025 Feb 03, 2026
Wharton Business Group, LLC History Added to 288,593 55,282 2.1% 2.37% 129 +2,035 0.71% Q4 2025 Feb 11, 2026
Dynasty Wealth Management, LLC History Added to 280,574 53,746 0.53% 0.42% 130 +116,066 70.55% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 279,038 53,452 0.08% 0.08% 131 +25,580 10.09% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 277,366 53,132 0.29% 0.26% 132 +16,676 6.4% Q4 2025 Jan 29, 2026
HSBC HOLDINGS PLC History Reduced 269,858 51,878 0.03% 0.03% 133 -65,842 -19.61% Q4 2025 Mar 20, 2026
McAdam, LLC History Added to 270,691 51,853 2.37% 2.46% 134 +7,065 2.68% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 269,874 51,696 0.59% 0.6% 135 +6,481 2.46% Q4 2025 Jan 15, 2026
ARVEST INVESTMENTS, INC. History Added to 262,534 50,291 7.07% 6.86% 136 +10,480 4.16% Q4 2025 Jan 20, 2026
Creative Planning History Added to 262,138 50,215 0.04% 0.03% 137 +44,614 20.51% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 259,948 49,795 0.05% 0.01% 138 +202,107 349.42% Q4 2025 Feb 17, 2026
MASON STREET ADVISORS, LLC History Added to 259,430 49,696 4.89% 3.0% 139 +106,820 70.0% Q4 2025 Feb 04, 2026
CBIZ Investment Advisory Services, LLC History Added to 257,030 49,136 1.86% 1.59% 140 +43,580 20.42% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Added to 254,523 48,756 0.02% 0.02% 141 +20,882 8.94% Q4 2025 Feb 12, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 253,675 48,593 7.93% 7.91% 142 +4,089 1.64% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Reduced 249,433 47,781 0.0% 0.0% 143 -349,441 -58.35% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 245,890 47,102 0.26% 0.26% 144 +10,752 4.57% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 245,595 47,055 0.33% 0.08% 145 +190,634 346.85% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 243,991 46,738 0.18% 0.16% 146 +26,554 12.21% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 234,692 44,957 0.03% 0.02% 147 +105,106 81.11% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 230,449 44,519 0.63% 0.66% 148 +4,567 2.02% Q4 2025 Feb 05, 2026
GREENWOOD GEARHART INC History Reduced 232,212 44,482 2.45% 2.55% 149 -1,412 -0.6% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Added to 230,519 44,158 0.29% 0.28% 150 +11,041 5.03% Q4 2025 Jan 28, 2026
OARSMAN CAPITAL, INC. History Added to 227,723 43,622 5.66% 5.32% 151 +27,806 13.91% Q4 2025 Feb 13, 2026
Activest Wealth Management History Reduced 225,161 43,131 8.06% 8.98% 152 -8,716 -3.73% Q4 2025 Jan 30, 2026
Banco Santander, S.A. History New 220,609 42,259 0.32% — 153 +220,609 New Q4 2025 Feb 13, 2026
Joule Financial, LLC History Reduced 220,490 42,237 12.65% 12.69% 154 -2,884 -1.29% Q4 2025 Jan 20, 2026
Atlanta Consulting Group Advisors, LLC History Added to 218,789 41,911 9.49% 10.14% 155 +323 0.15% Q4 2025 Feb 11, 2026
Permanent Capital Management, LP History Added to 218,091 41,777 8.14% 7.68% 156 +1,380 0.64% Q4 2025 Jan 07, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 217,992 41,758 3.39% 3.62% 157 -3,855 -1.74% Q4 2025 Feb 17, 2026
FSA Investment Group, LLC History Added to 207,763 39,799 24.26% 21.35% 158 +27,635 15.34% Q4 2025 Jan 13, 2026
HM PAYSON & CO History Reduced 204,199 39,116 0.55% 0.72% 159 -59,448 -22.55% Q4 2025 Feb 12, 2026
TRUE Private Wealth Advisors History Reduced 202,336 38,759 3.88% 4.0% 160 -4,556 -2.2% Q4 2025 Feb 13, 2026
Axiom Financial Strategies, LLC History Added to 201,965 38,688 16.28% 15.9% 161 +7,191 3.69% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History Added to 200,614 38,429 0.02% 0.01% 162 +79,553 65.71% Q4 2025 Feb 17, 2026
New Harbor Financial Group, LLC History Added to 200,264 38,362 7.03% 7.18% 163 +13,491 7.22% Q4 2025 Jan 30, 2026
WESCAP Management Group, Inc. History Reduced 197,740 37,879 7.68% 7.91% 164 -664 -0.33% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 196,960 37,729 0.03% 0.04% 165 +2,107 1.08% Q4 2025 Feb 17, 2026
Elk River Wealth Management LLC History Reduced 197,518 37,716 6.06% 6.04% 166 -1,067 -0.54% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 195,703 37,488 0.73% 0.88% 167 +2,475 1.28% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 189,478 37,480 0.06% 0.09% 168 -79,798 -29.63% Q4 2025 Feb 18, 2026
Requisite Capital Management, LLC History Reduced 195,014 37,356 7.09% 6.35% 169 -4,287 -2.15% Q4 2025 Feb 05, 2026
Steele Capital Management, Inc. History Added to 194,782 37,312 1.6% 1.59% 170 +5,273 2.78% Q4 2025 Jan 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 194,700 37,296 0.02% 0.01% 171 +69,400 55.39% Q4 2025 Jan 23, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 193,976 37,158 2.62% 2.8% 172 0 0.0% Q4 2025 Jan 14, 2026
VICUS CAPITAL History Added to 192,469 36,869 2.77% 2.75% 173 +2,634 1.39% Q4 2025 Jan 22, 2026
Integrated Wealth Concepts LLC History Reduced 192,315 36,839 0.44% 0.46% 174 -79,504 -29.25% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 192,230 36,824 2.24% 2.22% 175 +5,582 2.99% Q4 2025 Feb 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 191,639 36,710 4.29% 4.56% 176 -4,763 -2.43% Q4 2025 Jan 12, 2026
Pinnacle Financial Partners, Inc. History New 190,548 36,504 0.28% — 177 +190,548 New Q4 2025 Feb 18, 2026
Bangor Savings Bank History Added to 190,142 36,423 2.93% 2.78% 178 +13,926 7.9% Q4 2025 Jan 16, 2026
D.A. DAVIDSON & CO. History Added to 189,058 36,216 0.22% 0.22% 179 +11,362 6.39% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 188,706 36,148 0.86% 1.25% 180 -77,289 -29.06% Q4 2025 Feb 03, 2026
Point72 Asset Management, L.P. History New 188,600 36,128 0.04% — 181 +188,600 New Q4 2025 Feb 17, 2026
Main Management LLC History Added to 187,430 35,904 2.58% 2.48% 182 +8,718 4.88% Q4 2025 Feb 10, 2026
Arvest Bank Trust Division History Added to 181,473 34,762 1.88% 1.9% 183 +1,005 0.56% Q4 2025 Feb 09, 2026
Hennion & Walsh Asset Management, Inc. History Added to 180,480 34,572 1.19% 1.17% 184 +9,651 5.65% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 179,373 34,360 0.13% 0.14% 185 +7,609 4.43% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History Added to 1,327,754 34,096 0.78% 0.17% 186 +659,664 98.74% Q4 2025 Feb 17, 2026
Granite Bay Wealth Management, LLC History Added to 175,632 33,644 8.09% 8.14% 187 +10,869 6.6% Q4 2025 Feb 05, 2026
SAGE FINANCIAL GROUP INC History New 173,187 33,175 2.2% — 188 +173,187 New Q4 2025 Jan 27, 2026
SimpliFi, Inc. History Added to 171,537 32,859 13.9% 4.6% 189 +114,836 202.53% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 170,347 32,631 0.6% 0.7% 190 -5,042 -2.87% Q4 2025 Jan 28, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 168,436 32,265 4.75% — 191 +168,436 New Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 168,365 32,252 0.06% 0.06% 192 +21,218 14.42% Q4 2025 Feb 17, 2026
Financially Speaking Inc History New 164,337 31,480 20.37% — 193 +164,337 New Q4 2025 Feb 10, 2026
Davidson Capital Management Inc. History Added to 164,285 31,470 6.81% 6.89% 194 +1,808 1.11% Q4 2025 Jan 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 163,728 31,363 0.24% 0.02% 195 +149,271 1032.52% Q4 2025 Feb 11, 2026
Davis Investment Partners, LLC History Reduced 160,468 30,935 10.82% 10.77% 196 -5,539 -3.34% Q4 2025 Jan 06, 2026
SHUFRO ROSE & CO LLC History Reduced 159,796 30,610 2.07% 2.33% 197 -4,601 -2.8% Q4 2025 Feb 09, 2026
Kera Capital Partners, Inc. History Added to 153,782 30,461 3.76% 4.24% 198 +4,704 3.16% Q4 2025 Feb 23, 2026
Farther Finance Advisors, LLC History Reduced 158,684 30,397 0.33% 0.46% 199 -3,492 -2.15% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 158,526 30,367 0.39% 0.4% 200 -1,209 -0.76% Q4 2025 Feb 05, 2026
Southeast Asset Advisors, LLC History Added to 158,201 30,305 2.88% 3.25% 201 +756 0.48% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 158,185 30,301 6.79% 6.93% 202 +1,269 0.81% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Added to 157,960 30,258 1.31% 1.3% 203 +1,194 0.76% Q4 2025 Feb 12, 2026
Solidarity Wealth, LLC History New 156,477 29,975 6.13% — 204 +156,477 New Q4 2025 Jan 29, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 156,374 29,955 9.86% 9.68% 205 +3,525 2.31% Q4 2025 Jan 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 156,253 29,931 0.78% 0.88% 206 +2,970 1.94% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 154,880 29,668 0.93% 0.21% 207 +120,515 350.69% Q4 2025 Feb 12, 2026
Sachem Head Capital Management LP History New 153,100 29,327 0.69% — 208 +153,100 New Q4 2025 Feb 13, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 148,315 29,200 22.53% 24.96% 209 +1,410 0.96% Q4 2025 Feb 17, 2026
RIVERSEDGE ADVISORS, LLC History Added to 151,988 29,114 4.73% 4.36% 210 +14,804 10.79% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Reduced 151,766 29,072 0.43% 0.51% 211 -25,558 -14.41% Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 150,839 28,894 0.35% — 212 +150,839 New Q4 2025 Feb 17, 2026
Waratah Capital Advisors Ltd. History Reduced 150,000 28,734 0.97% 1.84% 214 -400,000 -72.73% Q4 2025 Feb 09, 2026
One William Street Capital Management, L.P. History New 150,000 28,734 3.85% — 213 +150,000 New Q4 2025 Feb 17, 2026
Wealth Advisors of Iowa, LLC History Added to 149,982 28,730 9.43% 9.63% 215 +810 0.54% Q4 2025 Feb 05, 2026
Waterloo Capital, L.P. History Added to 149,865 28,708 2.07% 2.09% 216 +1,458 0.98% Q4 2025 Feb 10, 2026
Stratos Investment Management, LLC History Reduced 149,818 28,699 1.15% 1.18% 217 -579 -0.38% Q4 2025 Jan 20, 2026
FMR LLC History Added to 149,268 28,593 0.0% 0.0% 218 +21,521 16.85% Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 148,712 28,487 1.3% 1.35% 219 -5,586 -3.62% Q4 2025 Feb 02, 2026
LTG Capital LLC History Added to 148,293 28,407 22.14% 16.84% 220 +35,515 31.49% Q4 2025 Feb 11, 2026
PJT Investments Corp. History Added to 147,198 28,197 16.51% 15.68% 221 +491 0.33% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 146,212 28,008 0.16% 0.18% 222 -6,457 -4.23% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 145,117 27,798 0.62% 0.84% 223 -24,709 -14.55% Q4 2025 Feb 06, 2026
MANNING & NAPIER ADVISORS LLC History Added to 143,025 27,633 0.36% 0.31% 224 +15,402 12.07% Q4 2025 Feb 03, 2026
CWM, LLC History Reduced 143,173 27,426 0.07% 0.09% 225 -7,856 -5.2% Q4 2025 Jan 26, 2026
Allen Investment Management, LLC History Added to 142,450 27,286 0.3% 0.23% 226 +35,220 32.85% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 140,977 27,005 0.38% 0.38% 227 +4,336 3.17% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 140,493 26,912 0.47% 0.07% 228 +123,408 722.32% Q4 2025 Feb 19, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 140,446 26,903 7.83% 8.8% 229 -13,541 -8.79% Q4 2025 Feb 05, 2026
MATAURO, LLC History Added to 140,332 26,882 4.05% 3.7% 230 +17,484 14.23% Q4 2025 Jan 16, 2026
PartnerRe Asset Management CORP History New 139,696 26,760 19.19% — 231 +139,696 New Q4 2025 Jan 13, 2026
Montis Financial, LLC History Added to 137,600 26,358 5.21% 5.59% 232 +9,863 7.72% Q4 2025 Feb 11, 2026
GenTrust, LLC History Added to 137,070 26,257 1.13% 1.13% 233 +5,533 4.21% Q4 2025 Feb 02, 2026
Heck Capital Advisors, LLC History Reduced 137,013 26,246 1.96% 4.43% 234 -165,227 -54.67% Q4 2025 Jan 16, 2026
Quantinno Capital Management LP History Added to 135,863 26,026 0.05% 0.04% 235 +61,706 83.21% Q4 2025 Feb 17, 2026
Fairway Wealth LLC History Added to 135,457 25,948 7.0% 6.94% 236 +5,050 3.87% Q4 2025 Jan 28, 2026
BROGAN FINANCIAL, INC. History Reduced 135,319 25,921 11.33% 11.02% 237 -1,054 -0.77% Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History Added to 134,339 25,733 0.04% 0.02% 238 +76,465 132.12% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 134,069 25,682 0.2% 0.13% 239 -1,192 -0.88% Q4 2025 Feb 13, 2026
Stephenson & Company, Inc. History Added to 132,428 25,367 13.93% 14.07% 240 +3,320 2.57% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Reduced 132,974 25,351 0.08% 0.08% 241 -4,075 -2.97% Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Added to 129,865 24,876 0.05% 0.01% 242 +79,565 158.18% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 127,481 24,420 3.32% 3.56% 243 -7,724 -5.71% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 127,406 24,405 0.15% 0.15% 244 +2,805 2.25% Q4 2025 Jan 27, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 126,960 24,320 8.12% 8.2% 245 -201 -0.16% Q4 2025 Jan 22, 2026
Vectors Research Management, LLC History Added to 126,619 24,255 7.4% 7.21% 246 +5,970 4.95% Q4 2025 Feb 03, 2026
McAlister, Sweet & Associates, Inc. History Added to 39,380 24,191 18.37% 15.44% 247 +427 1.1% Q4 2025 Jan 02, 2026
OneDigital Investment Advisors LLC History Reduced 126,143 24,163 0.24% 0.25% 248 -2,026 -1.58% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 126,089 24,153 1.95% 2.0% 249 +5,208 4.31% Q4 2025 Feb 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 125,354 24,012 3.36% 3.29% 250 +4,613 3.82% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Reduced 124,113 23,775 1.28% 1.39% 251 -3,164 -2.49% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 124,096 23,771 0.01% 0.01% 252 +25,234 25.52% Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History Added to 123,950 23,743 2.42% 3.8% 253 +12,618 11.33% Q4 2025 Jan 30, 2026
Tiller Private Wealth, Inc. History Reduced 123,093 23,579 8.39% 8.37% 254 -950 -0.77% Q4 2025 Jan 14, 2026
Compass Wealth Management LLC History Reduced 121,300 23,236 5.79% 5.24% 255 -2,393 -1.93% Q4 2025 Feb 11, 2026
PATTON FUND MANAGEMENT, INC. History Added to 121,023 23,183 3.11% 3.92% 256 +6,208 5.41% Q4 2025 Jan 23, 2026
Fairvoy Private Wealth, LLC History Added to 120,994 23,177 5.19% 5.17% 257 +1,233 1.03% Q4 2025 Jan 14, 2026
Petrus Trust Company, LTA History No change 120,850 23,150 2.34% 2.51% 258 0 0.0% Q4 2025 Feb 17, 2026
KELLEHER FINANCIAL ADVISORS History Added to 120,443 23,072 5.29% 3.14% 259 +54,162 81.72% Q4 2025 Jan 20, 2026
EQUITABLE TRUST CO History Added to 119,234 22,840 1.02% 1.01% 260 +3,389 2.93% Q4 2025 Feb 02, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Reduced 119,000 22,795 0.92% 1.4% 261 -60,900 -33.85% Q4 2025 Feb 13, 2026
Invariant Investment Management History New 115,322 22,787 14.58% — 262 +115,322 New Q4 2025 Jan 26, 2026
Capital Advisors, Ltd. LLC History Added to 118,726 22,743 2.56% 2.45% 263 +4,321 3.78% Q4 2025 Jan 21, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 117,474 22,503 1.26% 1.58% 264 -17,354 -12.87% Q4 2025 Feb 04, 2026
NTV ASSET MANAGEMENT LLC History Reduced 116,907 22,394 2.37% 2.43% 265 -747 -0.63% Q4 2025 Jan 20, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 115,793 22,181 7.78% 6.96% 266 +23,019 24.81% Q4 2025 Feb 13, 2026
Advocacy Wealth Management, LLC History Reduced 115,576 22,139 0.93% 0.98% 267 -3,397 -2.86% Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History Added to 114,866 22,003 0.51% 0.51% 268 +2,528 2.25% Q4 2025 Feb 10, 2026
LeConte Wealth Management, LLC History Reduced 114,583 21,949 14.34% 15.85% 269 -10,524 -8.41% Q4 2025 Jan 15, 2026
Biltmore Family Office, LLC History Added to 114,039 21,845 3.02% 2.57% 270 +18,747 19.67% Q4 2025 Feb 04, 2026
Roth Financial Partners LLC History Added to 113,928 21,828 7.2% 6.96% 271 +5,008 4.6% Q4 2025 Jan 29, 2026
Bernardo Wealth Planning LLC History Added to 113,431 21,728 4.14% 4.21% 272 +114 0.1% Q4 2025 Jan 26, 2026
Port Capital LLC History Added to 112,775 21,603 0.93% 0.7% 273 +24,145 27.24% Q4 2025 Feb 17, 2026
New England Capital Financial Advisors LLC History Added to 112,630 21,575 8.43% 8.98% 274 +1,242 1.12% Q4 2025 Feb 02, 2026
Seneca House Advisors History Reduced 112,334 21,518 8.05% 10.16% 275 -20,262 -15.28% Q4 2025 Feb 17, 2026
Wealth Advisory Solutions, LLC History Added to 111,894 21,434 5.0% 3.14% 276 +43,528 63.67% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 111,626 21,383 1.01% 0.87% 277 +6,622 6.31% Q4 2025 Jan 21, 2026
Sightline Wealth Advisors, LLC History Reduced 111,530 21,364 9.1% 11.03% 278 -17,230 -13.38% Q4 2025 Jan 26, 2026
Sepio Capital, LP History Added to 111,305 21,321 1.17% 1.19% 279 +4,983 4.69% Q4 2025 Feb 12, 2026
WealthBridge Capital Management, LLC History Added to 110,628 21,191 4.83% 4.92% 280 +36 0.03% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Added to 110,120 21,094 0.52% 0.51% 281 +3,367 3.15% Q4 2025 Jan 28, 2026
CSS LLC/IL History Added to 109,842 21,041 0.94% 0.76% 282 +20,370 22.77% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History New 108,855 20,852 1.06% — 283 +108,855 New Q4 2025 Feb 03, 2026
Kopp Family Office, LLC History Added to 107,516 20,595 13.15% 9.82% 284 +28,011 35.23% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 105,547 20,218 0.07% 0.07% 285 +1,711 1.65% Q4 2025 Feb 06, 2026
LOWE BROCKENBROUGH & CO INC History Added to 105,011 20,115 0.99% 1.02% 286 +470 0.45% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 104,685 20,053 0.06% 0.06% 287 -36 -0.03% Q4 2025 Feb 13, 2026
SOROS FUND MANAGEMENT LLC History Reduced 104,067 19,935 0.23% 2.24% 288 -725,548 -87.46% Q4 2025 Feb 13, 2026
RFP Financial Group LLC History Added to 102,776 19,687 9.43% 4.73% 289 +40,917 66.15% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 102,144 19,566 0.0% 0.0% 290 +3,265 3.3% Q4 2025 Feb 11, 2026
Ascent Wealth Partners, LLC History Added to 101,883 19,516 2.25% 2.2% 291 +2,109 2.11% Q4 2025 Feb 02, 2026
Sterneck Capital Management, LLC History Added to 101,703 19,482 8.77% 8.82% 292 +1,753 1.75% Q4 2025 Jan 22, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 101,564 19,456 9.19% 9.29% 293 +1,344 1.34% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 101,322 19,409 0.48% 0.49% 294 +2,624 2.66% Q4 2025 Feb 09, 2026
RAELIPSKIE PARTNERSHIP History Added to 100,335 19,220 8.06% 8.01% 295 +1,985 2.02% Q4 2025 Feb 04, 2026
Evernest Financial Advisors, LLC History Added to 94,878 19,201 4.02% 4.41% 296 +11,996 14.47% Q4 2025 Feb 13, 2026
Inlight Wealth Management, LLC History Added to 99,712 19,100 6.99% 6.54% 297 +26,288 35.8% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 99,503 19,060 0.22% 0.26% 298 +18,251 22.46% Q4 2025 Jan 29, 2026
Walleye Partners, LLC History New 99,231 19,008 21.12% — 299 +99,231 New Q4 2025 Jan 28, 2026
Wealth Forward, LLC History Reduced 99,181 18,999 10.73% 11.05% 300 -1,167 -1.16% Q4 2025 Jan 30, 2026
Compton Wealth Advisory Group, LLC History Reduced 98,319 18,833 4.12% 4.33% 301 -242 -0.25% Q4 2025 Jan 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 97,900 18,754 0.41% 0.4% 302 -15 -0.02% Q4 2025 Feb 12, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 97,743 18,723 0.15% 0.05% 303 +59,444 155.21% Q4 2025 Feb 17, 2026
Breakwater Capital Group History Added to 97,397 18,657 2.6% 2.72% 304 +196 0.2% Q4 2025 Jan 09, 2026
Parcion Private Wealth LLC History Reduced 96,538 18,492 1.13% 1.18% 305 -2,890 -2.91% Q4 2025 Jan 26, 2026
Kaydan Wealth Management, Inc. History Reduced 95,685 18,329 5.3% 5.22% 306 -566 -0.59% Q4 2025 Jan 12, 2026
Ballast, Inc. History Added to 95,336 18,262 4.27% 4.22% 307 +3,615 3.94% Q4 2025 Feb 03, 2026
Aft, Forsyth & Sober, LLC History No change 95,300 18,255 5.53% 5.61% 308 0 0.0% Q4 2025 Feb 13, 2026
Sageworth Trust Co History Added to 95,269 18,249 0.78% 0.8% 309 +4,356 4.79% Q4 2025 Feb 03, 2026
Advisor OS, LLC History Added to 94,888 18,176 1.46% 1.48% 310 +4,681 5.19% Q4 2025 Feb 04, 2026
Carroll Advisory Group, LLC History New 94,641 18,129 7.84% — 311 +94,641 New Q4 2025 Feb 09, 2026
SAGE RHINO CAPITAL LLC History Reduced 94,396 18,082 3.41% 3.46% 312 -85 -0.09% Q4 2025 Jan 30, 2026
COURIER CAPITAL LLC History Added to 93,987 18,004 1.01% 0.99% 313 +2,787 3.06% Q4 2025 Jan 29, 2026
Davidson Kahn Capital Management, LLC History Added to 92,991 17,813 9.26% 8.42% 314 +13,426 16.87% Q4 2025 Jan 28, 2026
ExodusPoint Capital Management, LP History New 92,886 17,793 0.14% — 315 +92,886 New Q4 2025 Feb 17, 2026
Peak Financial Management, Inc. History Added to 92,102 17,643 4.55% 4.52% 316 +1,945 2.16% Q4 2025 Jan 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 91,200 17,470 0.02% 0.04% 317 -68,513 -42.9% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 90,823 17,398 0.09% 0.08% 318 +11,886 15.06% Q4 2025 Jan 12, 2026
Tradition Wealth Management, LLC History Reduced 90,673 17,369 1.25% 1.31% 319 -2,572 -2.76% Q4 2025 Feb 11, 2026
Copos Capital S.a r.l. History New 90,656 17,366 12.13% — 320 +90,656 New Q4 2025 Feb 23, 2026
Peak Asset Management, LLC History Added to 90,487 17,333 2.95% 2.99% 321 +193 0.21% Q4 2025 Feb 05, 2026
Virtue Capital Management, LLC History Reduced 89,822 17,322 2.67% 3.98% 322 -169,461 -65.36% Q4 2025 Feb 18, 2026
Ausdal Financial Partners, Inc. History Added to 90,314 17,300 0.8% 0.58% 323 +26,821 42.24% Q4 2025 Feb 13, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 90,081 17,255 9.47% 9.67% 324 +760 0.85% Q4 2025 Jan 08, 2026
Prasad Wealth Partners, LLC History Added to 88,880 17,025 4.54% 4.47% 325 +4,258 5.03% Q4 2025 Jan 27, 2026
CX Institutional History Added to 88,123 16,881 0.5% 0.5% 326 +734 0.84% Q4 2025 Feb 02, 2026
Heritage Trust Co History Added to 88,103 16,877 1.72% 1.46% 327 +15,534 21.41% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 86,923 16,650 0.34% 0.36% 328 +4,245 5.13% Q4 2025 Feb 09, 2026
GFS Advisors, LLC History Reduced 86,748 16,617 1.97% 2.1% 329 -36 -0.04% Q4 2025 Feb 11, 2026
MANCHESTER FINANCIAL INC History Reduced 86,720 16,612 3.11% 3.52% 330 -6,181 -6.65% Q4 2025 Feb 12, 2026
Karras Company, Inc. History New 86,291 16,529 16.12% — 331 +86,291 New Q4 2025 Feb 06, 2026
Measured Wealth Private Client Group, LLC History Reduced 86,132 16,499 4.36% 7.67% 332 -63,970 -42.62% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 85,547 16,387 0.72% 0.73% 333 -6,095 -6.65% Q4 2025 Feb 17, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 85,491 16,376 1.77% 1.59% 334 +5,572 6.97% Q4 2025 Feb 17, 2026
Forge Financial Services LLC History Reduced 85,444 16,369 7.0% 7.69% 335 -678 -0.79% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 85,209 16,322 0.31% 0.34% 336 -4,100 -4.59% Q4 2025 Feb 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 85,024 16,287 1.12% 1.23% 337 -1,505 -1.74% Q4 2025 Feb 02, 2026
FIRST FOUNDATION ADVISORS History Reduced 84,492 16,185 0.61% 0.6% 338 -432 -0.51% Q4 2025 Feb 04, 2026
Echo45 Advisors LLC History Reduced 84,447 16,176 9.23% 11.46% 339 -18,625 -18.07% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 84,416 16,170 0.09% 0.07% 340 +22,298 35.9% Q4 2025 Feb 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 83,220 15,942 3.83% 3.92% 341 -1,940 -2.28% Q4 2025 Jan 29, 2026
Essex Financial Services, Inc. History Added to 83,159 15,930 0.91% 0.93% 342 +896 1.09% Q4 2025 Feb 10, 2026
Crews Bank & Trust History Reduced 82,008 15,709 2.25% 2.28% 343 -250 -0.3% Q4 2025 Jan 21, 2026
Wealthcare Advisory Partners LLC History Reduced 81,913 15,691 0.31% 0.33% 344 -2,332 -2.77% Q4 2025 Jan 14, 2026
Investment Planning Advisors, Inc. History Added to 81,047 15,525 4.52% 0.27% 345 +76,466 1669.2% Q4 2025 Jan 20, 2026
COFG Advisors, LLC History New 80,813 15,480 3.82% — 346 +80,813 New Q4 2025 Feb 10, 2026
Parkside Investments, LLC History Added to 80,233 15,369 1.94% 1.84% 347 +2,599 3.35% Q4 2025 Feb 09, 2026
Ethos Financial Group, LLC History Added to 80,081 15,340 1.13% 1.15% 348 +2,536 3.27% Q4 2025 Jan 20, 2026
Granby Capital Management, LLC History No change 80,000 15,324 8.17% 8.06% 349 0 0.0% Q4 2025 Feb 17, 2026
ADG Wealth Management Group, LLC History Reduced 79,956 15,316 11.6% 12.18% 350 -847 -1.05% Q4 2025 Jan 15, 2026
Advisor Resource Council History Added to 79,834 15,293 5.44% 19.95% 351 +1,930 2.48% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 79,420 15,213 0.73% 0.73% 352 -136 -0.17% Q4 2025 Jan 20, 2026
Bleakley Financial Group, LLC History Added to 78,578 15,052 0.26% 0.32% 353 +5,603 7.68% Q4 2025 Feb 09, 2026
Park Place Capital Corp History Added to 78,504 15,038 3.13% 2.96% 354 +4,515 6.1% Q4 2025 Jan 09, 2026
Signal Advisors Wealth, LLC History Added to 78,144 14,969 1.19% 1.25% 355 +5,528 7.61% Q4 2025 Jan 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 78,090 14,958 1.06% 0.85% 356 0 0.0% Q4 2025 Jan 21, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 76,998 14,749 10.82% 11.04% 357 -1,487 -1.89% Q4 2025 Feb 06, 2026
Archer Investment Corp History Reduced 76,552 14,664 3.31% 3.29% 358 -386 -0.5% Q4 2025 Jan 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 76,428 14,640 0.21% 0.22% 359 -1,534 -1.97% Q4 2025 Feb 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 76,295 14,613 0.04% 0.03% 360 +19,723 34.86% Q4 2025 Feb 13, 2026
Second Line Capital, LLC History Added to 75,984 14,555 2.99% 2.9% 361 +2,048 2.77% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History Added to 75,471 14,457 1.25% 0.29% 363 +63,202 515.14% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History Added to 75,471 14,457 0.86% 0.85% 362 +198 0.26% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History New 75,000 14,367 0.06% — 364 +75,000 New Q4 2025 Feb 17, 2026
Element Squared LLC History Added to 74,805 14,329 7.78% 0.2% 365 +72,915 3857.94% Q4 2025 Jan 20, 2026
Caldwell Trust Co History Added to 74,543 14,279 1.27% 1.29% 366 +1,750 2.4% Q4 2025 Jan 30, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Added to 74,100 14,194 0.75% 0.02% 367 +72,000 3428.57% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 73,523 14,084 0.12% 0.11% 368 +4,399 6.36% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 73,280 14,037 0.21% 0.2% 369 +1,240 1.72% Q4 2025 Feb 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 73,245 14,030 4.68% 4.58% 370 +4,561 6.64% Q4 2025 Jan 26, 2026
Gladstone Institutional Advisory LLC History Reduced 73,113 14,005 0.53% 0.54% 371 -1,180 -1.59% Q4 2025 Feb 17, 2026
Matthew Goff Investment Advisor, LLC History Reduced 72,944 13,973 2.48% 2.41% 372 -1,448 -1.95% Q4 2025 Jan 14, 2026
Cadent Capital Advisors, LLC History Added to 72,638 13,914 3.57% 3.51% 373 +2,417 3.44% Q4 2025 Jan 13, 2026
Vigilare Wealth Management History Added to 72,298 13,849 4.66% 0.08% 374 +71,024 5574.88% Q4 2025 Jan 07, 2026
Caption Management, LLC History New 72,000 13,792 0.09% — 375 +72,000 New Q4 2025 Feb 17, 2026
GREENBERG FINANCIAL GROUP History New 71,618 13,719 5.65% — 376 +71,618 New Q4 2025 Jan 22, 2026
Berman McAleer LLC History Added to 71,526 13,701 1.87% 1.72% 377 +6,741 10.41% Q4 2025 Feb 05, 2026
Focused Wealth Management, Inc History Added to 71,495 13,695 1.43% 1.44% 378 +402 0.57% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 71,330 13,664 2.4% 2.16% 379 +7,566 11.87% Q4 2025 Feb 09, 2026
SeaBridge Investment Advisors LLC History Reduced 71,198 13,638 2.25% 2.2% 380 -174 -0.24% Q4 2025 Jan 26, 2026
Tandem Wealth Advisors LLC History Reduced 64,531 13,615 6.1% 6.36% 381 -6,023 -8.54% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 70,925 13,586 0.96% 0.64% 382 +28,586 67.52% Q4 2025 Jan 21, 2026
STEPHENS INC /AR/ History Reduced 70,468 13,498 0.17% 0.17% 383 -1,428 -1.99% Q4 2025 Feb 05, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 69,255 13,266 1.73% 1.69% 384 +1,265 1.86% Q4 2025 Feb 17, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 68,500 13,121 0.74% 0.75% 385 0 0.0% Q4 2025 Feb 11, 2026
Sterling Manor Financial, LLC History Reduced 68,265 13,076 8.16% 8.2% 386 -250 -0.36% Q4 2025 Jan 07, 2026
SCOTIA CAPITAL INC. History Reduced 68,227 13,069 0.05% 0.06% 387 -10,561 -13.4% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 67,825 12,992 0.2% 0.21% 388 -83 -0.12% Q4 2025 Jan 13, 2026
Allegheny Financial Group History Added to 67,526 12,935 1.91% 1.67% 389 +20,323 43.05% Q4 2025 Feb 02, 2026
Willis Investment Counsel History Added to 65,513 12,549 0.65% 0.52% 390 +15,595 31.24% Q4 2025 Jan 22, 2026
SMITH, MOORE & CO. History Added to 65,140 12,478 0.94% 0.46% 391 +33,281 104.46% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 65,120 12,474 0.94% 1.02% 392 +165 0.25% Q4 2025 Jan 07, 2026
L. Roy Papp & Associates, LLP History Added to 64,880 12,428 1.37% 1.33% 393 +2,621 4.21% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 63,857 12,232 0.01% 0.01% 394 +4,098 6.86% Q4 2025 Feb 17, 2026
Hi-Line Capital Management, LLC History Reduced 63,230 12,112 4.03% 4.17% 395 -6,443 -9.25% Q4 2025 Feb 06, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 63,048 12,077 3.61% 3.8% 396 -233 -0.37% Q4 2025 Jan 26, 2026
Aspen Investment Management Inc History Reduced 62,970 12,062 3.64% 4.63% 397 -140 -0.22% Q4 2025 Feb 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 62,689 12,008 0.86% 0.75% 398 +6,177 10.93% Q4 2025 Feb 12, 2026
Walker Financial Services, Inc. History Added to 62,368 11,947 4.33% 3.06% 399 +20,919 50.47% Q4 2025 Jan 28, 2026
Winthrop Capital Management, LLC History Reduced 61,855 11,849 2.76% 3.01% 400 -3,667 -5.6% Q4 2025 Feb 10, 2026
Yelin Lapidot Holdings Management Ltd. History Reduced 61,390 11,759 2.36% 2.66% 401 -5,400 -8.09% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 61,291 11,740 0.07% 0.06% 402 +20,135 48.92% Q4 2025 Feb 17, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 61,034 11,691 3.7% 3.71% 403 +1,407 2.36% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Added to 60,872 11,666 0.28% 0.28% 404 +2,407 4.12% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Reduced 60,498 11,589 0.21% 0.22% 405 -45 -0.07% Q4 2025 Jan 23, 2026
True North Advisors, LLC History New 60,496 11,588 1.5% — 406 +60,496 New Q4 2025 Jan 22, 2026
CHEMUNG CANAL TRUST CO History Added to 60,491 11,587 2.29% 2.12% 407 +4,348 7.74% Q4 2025 Jan 14, 2026
GREENLEAF TRUST History Reduced 60,260 11,543 0.11% 0.1% 408 -134 -0.22% Q4 2025 Jan 21, 2026
Partnership Wealth Management, LLC History Added to 60,150 11,522 8.29% 8.25% 409 +3,683 6.52% Q4 2025 Jan 09, 2026
NOMURA HOLDINGS INC History New 60,000 11,493 0.02% — 410 +60,000 New Q4 2025 Feb 17, 2026
Courage Miller Partners, LLC History Added to 59,572 11,411 3.44% 3.38% 411 +151 0.25% Q4 2025 Jan 26, 2026
Jacksonville Wealth Management, LLC History Added to 59,497 11,397 8.07% 7.89% 412 +2,839 5.01% Q4 2025 Feb 04, 2026
Frank, Rimerman Advisors LLC History Added to 59,293 11,358 0.72% 0.69% 413 +2,483 4.37% Q4 2025 Jan 15, 2026
Verition Fund Management LLC History Reduced 58,844 11,272 0.04% 0.07% 414 -34,156 -36.73% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Reduced 58,800 11,263 0.27% 0.2% 415 -6,200 -9.54% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Added to 58,714 11,247 2.46% 2.47% 416 +531 0.91% Q4 2025 Jan 20, 2026
GTS SECURITIES LLC History Added to 58,609 11,227 0.38% 0.17% 417 +35,726 156.12% Q4 2025 Feb 13, 2026
CABOT WEALTH MANAGEMENT INC History Added to 58,547 11,215 1.24% 1.14% 418 +4,561 8.45% Q4 2025 Feb 03, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 58,219 11,152 3.26% — 419 +58,219 New Q4 2025 Feb 13, 2026
DUPONT CAPITAL MANAGEMENT CORP History New 57,575 11,029 1.24% — 420 +57,575 New Q4 2025 Jan 26, 2026
GUIDANCE CAPITAL, INC History Added to 55,053 10,991 2.69% 2.48% 421 +5,384 10.84% Q4 2025 Jan 23, 2026
Reyes Financial Architecture, Inc. History Added to 56,897 10,899 6.64% 1.34% 423 +46,525 448.56% Q4 2025 Jan 26, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 56,899 10,899 0.7% 0.67% 422 +3,702 6.96% Q4 2025 Feb 04, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 56,163 10,758 0.71% 0.67% 424 +5,344 10.52% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 56,097 10,746 0.04% — 425 +56,097 New Q4 2025 Feb 13, 2026
Clarus Group, Inc. History Reduced 56,032 10,733 3.87% 3.83% 426 -1,969 -3.39% Q4 2025 Jan 16, 2026
BENJAMIN EDWARDS INC History Reduced 55,973 10,723 0.12% 0.13% 427 -3,353 -5.65% Q4 2025 Feb 02, 2026
Atlas Private Wealth Advisors History Added to 55,884 10,705 2.5% 2.52% 428 +1,621 2.99% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Added to 55,741 10,677 0.03% 0.03% 429 +9,874 21.53% Q4 2025 Feb 02, 2026
Redhawk Wealth Advisors, Inc. History Added to 55,547 10,640 1.19% 0.66% 430 +25,627 85.65% Q4 2025 Jan 14, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 55,404 10,613 3.29% 3.22% 432 +1,268 2.34% Q4 2025 Jan 15, 2026
Sigma Planning Corp History Added to 55,806 10,613 0.29% 0.3% 431 +479 0.87% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 55,334 10,599 0.06% — 433 +55,334 New Q4 2025 Feb 18, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 53,800 10,549 2.37% 2.62% 434 +132 0.25% Q4 2025 Feb 04, 2026
Calydon Capital History Added to 54,655 10,469 1.77% 1.17% 435 +16,009 41.42% Q4 2025 Feb 17, 2026
CM WEALTH ADVISORS LLC History Added to 54,499 10,439 2.36% 2.61% 436 +2,274 4.35% Q4 2025 Jan 26, 2026
NWI MANAGEMENT LP History New 54,000 10,344 0.48% — 437 +54,000 New Q4 2025 Feb 17, 2026
INSTRUMENTAL WEALTH, LLC History Added to 50,528 10,344 6.2% 5.35% 438 +9,851 24.22% Q4 2025 Feb 27, 2026
Prospera Financial Services Inc History Added to 53,800 10,308 0.17% 0.11% 439 +21,331 65.7% Q4 2025 Feb 09, 2026
Prism Advisors, Inc. History Added to 53,696 10,286 2.74% 2.41% 440 +6,603 14.02% Q4 2025 Jan 23, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 52,997 10,152 0.37% 0.34% 441 +2,233 4.4% Q4 2025 Jan 23, 2026
New England Private Wealth Advisors LLC History Added to 52,573 10,070 1.25% 1.31% 442 +293 0.56% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 52,441 10,045 0.53% 0.5% 443 +2,342 4.67% Q4 2025 Feb 11, 2026
SevenBridge Financial Group, LLC History New 50,360 10,033 1.61% — 444 +50,360 New Q4 2025 Feb 02, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 52,250 10,009 3.0% 3.08% 445 +161 0.31% Q4 2025 Jan 30, 2026
LMR Partners LLP History New 52,000 9,961 0.02% — 446 +52,000 New Q4 2025 Feb 17, 2026
New Insight Wealth Advisors History Reduced 51,898 9,941 3.55% 3.94% 447 -3,352 -6.07% Q4 2025 Feb 17, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 51,846 9,931 1.37% 1.35% 448 -1,404 -2.64% Q4 2025 Jan 20, 2026
Atlas Legacy Advisors, LLC History Added to 51,762 9,915 1.74% 1.86% 449 +974 1.92% Q4 2025 Jan 29, 2026
Evercore Wealth Management, LLC History Reduced 51,505 9,866 0.14% 0.16% 450 -4,285 -7.68% Q4 2025 Feb 17, 2026
First Financial Bank - Trust Division History Added to 51,112 9,791 0.8% 0.8% 451 +1,735 3.51% Q4 2025 Jan 02, 2026
DEUTSCHE BANK AG\ History Reduced 51,048 9,778 0.0% 0.0% 452 -9,856 -16.18% Q4 2025 Feb 11, 2026
Lumbard & Kellner, LLC History Added to 50,749 9,721 3.4% 1.96% 453 +22,718 81.05% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 50,553 9,684 0.12% 0.12% 454 +2,497 5.2% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Reduced 50,470 9,668 0.17% 0.23% 455 -10,137 -16.73% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 50,038 9,585 0.11% 0.11% 456 -725 -1.43% Q4 2025 Jan 21, 2026
JBF Capital, Inc. History New 50,000 9,578 1.38% — 457 +50,000 New Q4 2025 Feb 12, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 49,881 9,555 7.05% 6.99% 458 +1,810 3.77% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Reduced 49,793 9,538 0.12% 0.14% 459 -14,783 -22.89% Q4 2025 Feb 11, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 49,675 9,515 0.65% 0.64% 460 -120 -0.24% Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 49,658 9,512 1.39% 1.43% 461 -57 -0.11% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Added to 49,621 9,505 0.61% 0.61% 462 +1,725 3.6% Q4 2025 Feb 03, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 49,543 9,489 0.11% 2.06% 463 -773,392 -93.98% Q4 2025 Feb 10, 2026
VestGen Advisors, LLC History Reduced 49,347 9,452 0.4% 0.37% 464 -8,803 -15.14% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 49,263 9,436 0.17% 0.16% 465 +1,454 3.04% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 49,113 9,408 4.12% — 466 +49,113 New Q4 2025 Feb 17, 2026
REICON WEALTH ADVISORS, LLC History New 49,053 9,396 6.8% — 467 +49,053 New Q4 2025 Jan 30, 2026
Mendota Financial Group, LLC History Reduced 48,993 9,385 6.83% 7.91% 468 -6,856 -12.28% Q4 2025 Jan 20, 2026
Choate Investment Advisors History Reduced 48,643 9,318 0.18% 0.23% 469 -10,973 -18.41% Q4 2025 Feb 09, 2026
Connecticut Wealth Management, LLC History Added to 48,536 9,297 0.4% 0.4% 470 +1,360 2.88% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 48,500 9,290 0.03% 0.09% 471 -126,900 -72.35% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 48,214 9,236 0.17% 0.16% 472 +926 1.96% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Reduced 47,976 9,190 0.3% 0.34% 473 -489 -1.01% Q4 2025 Jan 14, 2026
GRANVILLE CAPITAL, INC. History New 47,952 9,185 4.87% — 474 +47,952 New Q4 2025 Feb 13, 2026
Moss Adams Wealth Advisors LLC History Reduced 47,819 9,160 0.66% 0.71% 475 -61 -0.13% Q4 2025 Jan 26, 2026
Luken Investment Analytics, LLC History Reduced 47,719 9,141 3.61% 3.55% 476 -181 -0.38% Q4 2025 Feb 03, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 47,591 9,116 5.43% 9.11% 477 -24,174 -33.68% Q4 2025 Feb 17, 2026
DeDora Capital, Inc. History Reduced 47,573 9,113 2.16% 2.2% 478 -524 -1.09% Q4 2025 Jan 22, 2026
SSA SWISS ADVISORS AG History Reduced 47,535 9,110 4.24% 4.86% 479 -7,716 -13.97% Q4 2025 Feb 26, 2026
Ironwood Financial, llc History Added to 46,015 9,100 1.54% 1.43% 480 +3,514 8.27% Q4 2025 Jan 15, 2026
Ruggaard & Associates LLC History Reduced 47,050 9,012 3.55% 3.86% 481 -7,360 -13.53% Q4 2025 Feb 20, 2026
LARCH CAPITAL PARTNERS LLC History New 46,839 8,972 1.23% — 482 +46,839 New Q4 2025 Feb 20, 2026
Bryn Mawr Trust Advisors, LLC History Added to 46,469 8,901 0.43% 0.42% 483 +1,334 2.96% Q4 2025 Feb 04, 2026
Quad-Cities Investment Group, LLC History Reduced 46,430 8,894 3.67% 3.79% 484 -440 -0.94% Q4 2025 Jan 14, 2026
Firestone Capital Management History Added to 46,157 8,841 1.88% 1.83% 485 +1,413 3.16% Q4 2025 Feb 09, 2026
Galaxy Group Investments LLC History New 46,040 8,819 1.05% — 486 +46,040 New Q4 2025 Mar 23, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Added to 45,730 8,760 3.97% 4.06% 487 +8 0.02% Q4 2025 Feb 10, 2026
Annex Advisory Services, LLC History Added to 45,515 8,718 0.17% 0.01% 488 +42,075 1223.11% Q4 2025 Jan 26, 2026
BCWM, LLC History Added to 45,445 8,705 2.61% 2.25% 489 +5,891 14.89% Q4 2025 Feb 11, 2026
Private Wealth Group, LLC History Added to 45,360 8,689 4.17% 4.15% 490 +1,398 3.18% Q4 2025 Jan 12, 2026
Squarepoint Ops LLC History Reduced 45,300 8,677 0.01% 0.11% 491 -530,165 -92.13% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 43,575 8,631 1.45% 1.27% 492 +4,248 10.8% Q4 2025 Feb 06, 2026
Members Trust Co History Reduced 44,942 8,609 0.28% 0.37% 493 -13,572 -23.19% Q4 2025 Jan 15, 2026
Round Rock Advisors LLC History Reduced 44,909 8,602 1.29% 2.16% 494 -27,052 -37.59% Q4 2025 Jan 27, 2026
Twin Tree Management, LP History No change 44,700 8,562 0.07% 0.04% 495 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 44,678 8,558 0.47% 0.45% 496 +2,710 6.46% Q4 2025 Feb 10, 2026
REDMONT WEALTH ADVISORS LLC History Added to 44,603 8,544 12.94% 11.75% 497 +128 0.29% Q4 2025 Feb 06, 2026
TigerOak Management, L.L.C. History Added to 44,587 8,541 2.6% 2.61% 498 +265 0.6% Q4 2025 Jan 21, 2026
Birchcreek Wealth Management, LLC History Added to 44,363 8,498 4.17% 3.89% 499 +4,652 11.71% Q4 2025 Jan 16, 2026
Retireful, LLC History New 43,839 8,470 10.62% — 500 +43,839 New Q4 2025 Jan 15, 2026
Allworth Financial LP History New 44,197 8,466 0.03% — 501 +44,197 New Q4 2025 Feb 05, 2026
Diesslin Group, Inc. History New 44,181 8,463 3.36% — 502 +44,181 New Q4 2025 Feb 25, 2026
Blueprint Investment Partners LLC History Reduced 44,131 8,453 0.9% 1.36% 503 -6,756 -13.28% Q4 2025 Feb 17, 2026
Nicollet Investment Management, Inc. History New 43,943 8,418 2.66% — 504 +43,943 New Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 43,890 8,407 0.09% 0.09% 505 +77 0.18% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 43,737 8,378 0.11% 0.14% 506 -9,265 -17.48% Q4 2025 Jan 30, 2026
E&G Advisors, LP History Reduced 43,017 8,240 1.84% 1.94% 507 -983 -2.23% Q4 2025 Jan 23, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 42,931 8,223 2.49% 8.27% 509 -80,156 -65.12% Q4 2025 Feb 10, 2026
Stelac Advisory Services LLC History Reduced 42,931 8,223 2.91% 3.01% 508 -2,947 -6.42% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 42,890 8,216 0.27% 0.26% 510 +2,293 5.65% Q4 2025 Feb 13, 2026
RVW Wealth, LLC History Added to 42,875 8,213 0.63% 0.63% 511 +1 0.0% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 42,652 8,170 0.43% 0.4% 512 +8,875 26.28% Q4 2025 Jan 26, 2026
Analyst IMS Investment Management Services Ltd. History Added to 42,500 8,141 0.24% 0.23% 513 +2,820 7.11% Q4 2025 Jan 20, 2026
ATWOOD & PALMER INC History Reduced 42,275 8,098 0.46% 0.48% 514 -502 -1.17% Q4 2025 Jan 28, 2026
LCW Services, LLC History New 41,963 8,038 4.28% — 515 +41,963 New Q4 2025 Feb 11, 2026
Navalign, LLC History Added to 41,572 7,963 1.95% 2.01% 516 +1,343 3.34% Q4 2025 Feb 05, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 41,532 7,955 0.24% 0.56% 518 -98,115 -70.26% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 41,531 7,955 0.09% 0.09% 517 +1,131 2.8% Q4 2025 Feb 06, 2026
CMG Global Holdings, LLC History Added to 38,880 7,787 3.46% 3.3% 519 +3,186 8.93% Q4 2025 Feb 05, 2026
Ancora Advisors LLC History Added to 40,604 7,778 0.16% 0.15% 520 +1,162 2.95% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 40,400 7,738 0.38% 0.14% 521 +27,628 216.32% Q4 2025 Jan 07, 2026
Gateway Wealth Partners, LLC History Added to 40,398 7,738 0.86% 0.96% 522 +2,881 7.68% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 40,200 7,700 0.01% 0.01% 523 -400 -0.99% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Added to 39,821 7,628 0.24% 0.22% 524 +119 0.3% Q4 2025 Jan 09, 2026
Magnus Financial Group LLC History Added to 39,588 7,583 0.58% 0.56% 525 +2,256 6.04% Q4 2025 Jan 07, 2026
Blueprint Financial Advisors LLC History Reduced 39,485 7,563 1.15% 1.98% 526 -8,767 -18.17% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 39,420 7,551 0.31% 0.34% 527 -2,839 -6.72% Q4 2025 Feb 09, 2026
Lantern Wealth Advisors, LLC History Reduced 39,349 7,537 4.01% 3.98% 528 -260 -0.66% Q4 2025 Feb 17, 2026
Castellan Group History New 39,016 7,473 0.94% — 529 +39,016 New Q4 2025 Jan 23, 2026
Marble Wealth, LLC History New 38,893 7,450 1.03% — 530 +38,893 New Q4 2025 Feb 10, 2026
Fluent Financial, LLC History New 38,789 7,430 2.83% — 531 +38,789 New Q4 2025 Jan 14, 2026
Tidal Investments LLC History Added to 38,587 7,391 0.02% 0.0% 532 +32,890 577.32% Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Reduced 38,422 7,360 2.44% 2.97% 533 -7,424 -16.19% Q4 2025 Feb 12, 2026
Curbstone Financial Management Corp History Added to 38,357 7,347 1.41% 1.38% 534 +624 1.65% Q4 2025 Jan 23, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 37,994 7,278 0.28% 0.16% 535 +16,400 75.95% Q4 2025 Feb 13, 2026
Lakeshore Financial Planning, Inc. History Reduced 37,939 7,267 2.6% 2.78% 536 -1,548 -3.92% Q4 2025 Feb 17, 2026
Rothschild Capital Partners, LLC History Reduced 37,923 7,264 1.71% 2.53% 537 -18,456 -32.74% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 37,718 7,225 0.18% 0.23% 538 -12,784 -25.31% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 37,698 7,221 0.01% 0.01% 539 -3,952 -9.49% Q4 2025 Feb 13, 2026
Fire Capital Management LLC History Added to 37,608 7,204 3.59% 3.97% 540 +1,137 3.12% Q4 2025 Feb 03, 2026
Lifestyle Asset Management, Inc. History Reduced 37,569 7,196 2.34% 2.46% 541 -419 -1.1% Q4 2025 Feb 11, 2026
Alexis Investment Partners, LLC History Added to 37,292 7,188 2.68% 0.59% 542 +943 2.59% Q4 2025 Jan 29, 2026
Crumly & Associates Inc. History New 37,512 7,185 1.51% — 543 +37,512 New Q4 2025 Jan 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 37,105 7,107 1.49% 1.92% 544 -9,938 -21.13% Q4 2025 Jan 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 36,945 7,077 1.2% 1.21% 545 -257 -0.69% Q4 2025 Jan 27, 2026
Well Done, LLC History Added to 36,554 7,002 1.05% 1.18% 546 +66 0.18% Q4 2025 Jan 13, 2026
Haverford Trust Co History Added to 36,212 6,936 0.06% 0.06% 547 +1,972 5.76% Q4 2025 Feb 13, 2026
Financial Guidance Group, Inc. History Added to 35,947 6,886 2.82% 2.7% 548 +4,197 13.22% Q4 2025 Jan 26, 2026
CapWealth Advisors, LLC History Reduced 35,807 6,859 0.47% 0.48% 549 -798 -2.18% Q4 2025 Feb 06, 2026
Sagace Wealth Management LLC History Reduced 35,448 6,790 4.61% 4.61% 550 -323 -0.9% Q4 2025 Feb 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 35,265 6,755 0.37% 0.4% 551 -2,027 -5.44% Q4 2025 Jan 13, 2026
PMG Wealth Management, Inc. History Added to 35,222 6,747 4.94% 4.67% 552 +2,850 8.8% Q4 2025 Jan 23, 2026
Black Maple Capital Management LP History Reduced 35,050 6,714 4.7% 3.31% 553 -1,000 -2.77% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 35,001 6,704 2.55% 2.76% 554 -3,177 -8.32% Q4 2025 Feb 13, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 34,849 6,675 3.08% — 555 +34,849 New Q4 2025 Feb 17, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 34,639 6,635 5.06% 5.05% 556 +1,093 3.26% Q4 2025 Feb 17, 2026
Strong Tower Advisory Services History New 34,601 6,628 1.19% — 557 +34,601 New Q4 2025 Jan 23, 2026
AGF MANAGEMENT LTD History Reduced 34,575 6,623 0.03% 0.05% 558 -22,517 -39.44% Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History Added to 34,511 6,610 0.27% 0.32% 559 +575 1.69% Q4 2025 Jan 28, 2026
McHugh Group, LLC History Added to 34,353 6,580 3.74% 3.76% 560 +1,254 3.79% Q4 2025 Feb 02, 2026
Modus Advisors, LLC History Reduced 34,074 6,527 1.72% 1.77% 561 -162 -0.47% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 34,024 6,517 0.09% 0.11% 562 -13,796 -28.85% Q4 2025 Feb 02, 2026
COMMERCE BANK History Added to 34,018 6,516 0.04% 0.04% 563 +830 2.5% Q4 2025 Feb 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 34,001 6,513 0.8% 1.34% 564 -20,796 -37.95% Q4 2025 Jan 07, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Added to 33,991 6,511 5.98% 0.6% 565 +30,901 1000.03% Q4 2025 Jan 21, 2026
FIRST UNITED BANK & TRUST History Reduced 33,906 6,495 2.07% 2.19% 566 -1,729 -4.85% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 33,744 6,464 0.1% 0.1% 567 +7,159 26.93% Q4 2025 Mar 12, 2026
FCA CORP /TX History Reduced 33,699 6,455 1.82% 1.84% 568 -1,291 -3.69% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 33,669 6,449 1.26% 0.95% 569 +8,582 34.21% Q4 2025 Jan 12, 2026
Fifth Third Wealth Advisors LLC History Added to 33,651 6,446 0.23% 0.23% 570 +838 2.55% Q4 2025 Jan 15, 2026
BOKF, NA History Added to 33,573 6,431 0.1% 0.06% 571 +10,852 47.76% Q4 2025 Feb 03, 2026
Lunt Capital Management, Inc. History Added to 33,456 6,408 2.4% 1.94% 572 +6,759 25.32% Q4 2025 Jan 23, 2026
Black Diamond Financial, LLC History Reduced 33,444 6,406 0.68% 0.8% 573 -4,392 -11.61% Q4 2025 Feb 03, 2026
J.W. COLE ADVISORS, INC. History Reduced 36,810 6,400 0.16% 0.2% 574 -18,849 -33.87% Q4 2025 Feb 11, 2026
DIVERSIFIED MANAGEMENT INC History New 33,352 6,388 1.49% — 575 +33,352 New Q4 2025 Jan 26, 2026
Vantage Financial Partners, LLC History Added to 33,319 6,382 1.3% 1.31% 576 +509 1.55% Q4 2025 Feb 03, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 33,288 6,376 0.09% 0.09% 577 +377 1.15% Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History Added to 33,003 6,322 1.33% 1.27% 578 +2,476 8.11% Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 32,997 6,320 0.76% 0.72% 579 +980 3.06% Q4 2025 Feb 13, 2026
Arkos Global Advisors History Added to 32,958 6,314 0.81% 0.7% 580 +4,152 14.41% Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Reduced 32,677 6,259 0.69% 0.72% 581 -696 -2.09% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 32,573 6,239 0.37% 0.35% 582 +2,581 8.61% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 32,520 6,229 0.2% 0.03% 583 +28,700 751.31% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 32,452 6,216 0.11% 0.12% 584 +4,342 15.45% Q4 2025 Feb 06, 2026
Eldridge Investment Advisors, Inc. History Added to 32,409 6,208 1.37% 1.39% 585 +302 0.94% Q4 2025 Feb 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 32,346 6,196 0.08% 0.1% 586 -3,513 -9.8% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 31,823 6,096 0.0% 0.0% 587 +2,232 7.54% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 31,813 6,094 0.21% 0.21% 588 +183 0.58% Q4 2025 Jan 12, 2026
Stone Summit Wealth LLC History Added to 31,631 6,059 1.64% 1.68% 589 +310 0.99% Q4 2025 Jan 27, 2026
Johnson Bixby & Associates, LLC History Reduced 31,384 6,011 0.75% 0.84% 590 -3,011 -8.75% Q4 2025 Jan 14, 2026
KLCM Advisors, Inc. History New 31,357 6,006 0.52% — 591 +31,357 New Q4 2025 Feb 04, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 31,350 6,005 0.22% 0.22% 592 +2,778 9.72% Q4 2025 Feb 13, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 31,342 6,003 1.44% 1.49% 593 -355 -1.12% Q4 2025 Feb 02, 2026
INVESTMENT HOUSE LLC History Added to 31,091 5,955 0.28% 0.21% 594 +8,217 35.92% Q4 2025 Feb 06, 2026
Pinnacle Wealth Management Group, Inc. History Added to 31,089 5,955 2.98% 2.95% 595 +781 2.58% Q4 2025 Jan 23, 2026
Diversified Trust Co History Added to 31,060 5,950 0.11% 0.11% 596 +1,570 5.32% Q4 2025 Jan 09, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 30,989 5,936 1.24% 1.58% 597 -6,782 -17.96% Q4 2025 Jan 07, 2026
Abundance Wealth Counselors History Added to 30,887 5,916 1.0% 0.96% 598 +1,363 4.62% Q4 2025 Jan 26, 2026
Simmons Bank History Added to 30,865 5,912 0.4% 0.38% 599 +498 1.64% Q4 2025 Feb 05, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 30,850 5,909 1.63% 2.1% 600 -20,592 -40.03% Q4 2025 Feb 12, 2026
Ehrenkranz Partners L.P. History No change 30,845 5,908 6.69% 5.13% 601 0 0.0% Q4 2025 Feb 17, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 30,611 5,863 0.33% 0.34% 602 0 0.0% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History No change 30,429 5,828 1.24% 1.36% 603 0 0.0% Q4 2025 Feb 17, 2026
Elgethun Capital Management History Added to 30,337 5,811 1.0% 0.99% 604 +1,685 5.88% Q4 2025 Feb 10, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 30,320 5,808 0.91% 0.83% 605 +3,939 14.93% Q4 2025 Feb 11, 2026
Azimuth Capital Investment Management LLC History Added to 30,225 5,789 0.21% 0.19% 606 +1,945 6.88% Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History New 30,216 5,788 1.78% — 608 +30,216 New Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 30,217 5,788 0.03% 0.03% 607 +2,452 8.83% Q4 2025 Feb 12, 2026
INKWELL CAPITAL LLC History Reduced 30,080 5,762 5.85% 5.82% 609 -35 -0.12% Q4 2025 Feb 02, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 300 5,746 0.7% 1.62% 610 -79,700 -99.63% Q4 2025 Feb 13, 2026
Great Diamond Partners, LLC History Reduced 29,975 5,742 1.1% 1.12% 611 -449 -1.48% Q4 2025 Feb 06, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 29,953 5,737 2.33% 2.28% 612 +1,068 3.7% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 29,941 5,735 0.1% 0.11% 613 -1,427 -4.55% Q4 2025 Jan 22, 2026
Clear Harbor Asset Management, LLC History Added to 29,901 5,727 0.39% 0.36% 614 +2,254 8.15% Q4 2025 Feb 10, 2026
Garden State Investment Advisory Services LLC History Reduced 29,719 5,706 1.26% 1.31% 615 -1,373 -4.42% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 29,447 5,640 0.15% 0.15% 616 +330 1.13% Q4 2025 Jan 23, 2026
HBK INVESTMENTS L P History New 29,400 5,631 0.04% — 617 +29,400 New Q4 2025 Feb 17, 2026
Grant Street Asset Management, Inc. History Reduced 29,367 5,625 1.13% 1.22% 618 -1,112 -3.65% Q4 2025 Jan 28, 2026
CRA Financial Services, LLC History Added to 29,325 5,617 0.74% 0.75% 619 +495 1.72% Q4 2025 Jan 16, 2026
Advisors Preferred, LLC History Added to 28,799 5,554 0.9% 0.62% 620 +6,548 29.43% Q4 2025 Feb 02, 2026
Birch Hill Investment Advisors LLC History Added to 28,967 5,548 0.23% 0.2% 621 +3,599 14.19% Q4 2025 Jan 27, 2026
Empowered Funds, LLC History Added to 28,869 5,530 0.09% 0.03% 622 +14,610 102.46% Q4 2025 Feb 18, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 28,872 5,530 1.37% 1.46% 623 -1,155 -3.85% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Added to 28,818 5,520 1.12% 1.09% 624 +4,026 16.24% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 28,626 5,483 0.12% 0.12% 625 +2,297 8.72% Q4 2025 Jan 28, 2026
San Luis Wealth Advisors LLC History Reduced 28,524 5,464 0.92% 1.03% 626 -1,464 -4.88% Q4 2025 Jan 26, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 26,829 5,457 2.1% 0.4% 627 +21,954 450.34% Q4 2025 Feb 12, 2026
Delta Wealth Advisors LLC History Reduced 28,473 5,454 4.57% 4.53% 628 -2,033 -6.66% Q4 2025 Jan 28, 2026
Phoenix Wealth Advisors History Added to 28,378 5,436 2.09% 2.05% 629 +303 1.08% Q4 2025 Jan 22, 2026
OPTIMA CAPITAL LLC History Reduced 28,367 5,433 2.35% 2.65% 630 -462 -1.6% Q4 2025 Jan 23, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 27,867 5,384 0.36% 0.35% 631 +3,076 12.41% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Added to 28,107 5,384 0.12% 0.11% 632 +2,823 11.17% Q4 2025 Feb 02, 2026
SkyView Investment Advisors, LLC History No change 27,825 5,330 0.67% 0.67% 633 0 0.0% Q4 2025 Feb 18, 2026
CenterStar Asset Management, LLC History New 27,759 5,320 1.5% — 634 +27,759 New Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 27,767 5,318 0.06% 0.05% 635 +4,741 20.59% Q4 2025 Feb 05, 2026
MLP3, LLC History New 27,632 5,293 5.78% — 636 +27,632 New Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 27,573 5,281 0.1% 0.11% 637 -2,393 -7.99% Q4 2025 Feb 17, 2026
Darrow Company, Inc. History Reduced 27,516 5,271 2.37% 2.48% 638 -606 -2.15% Q4 2025 Jan 27, 2026
Sage Capital Management, LLC History Added to 27,493 5,270 2.44% 2.3% 640 +558 2.07% Q4 2025 Jan 15, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 27,514 5,270 0.95% 0.94% 639 -157 -0.57% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History Added to 27,446 5,257 0.14% 0.14% 641 +242 0.89% Q4 2025 Feb 17, 2026
Global Wealth Management, LLC History Reduced 27,428 5,254 2.83% 2.89% 642 -1,584 -5.46% Q4 2025 Jan 26, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 27,181 5,206 2.44% 2.4% 644 +290 1.08% Q4 2025 Jan 26, 2026
Horizon Wealth Management, LLC History Added to 27,180 5,206 0.81% 0.76% 643 +33 0.12% Q4 2025 Feb 04, 2026
Milestone Investment Advisors LLC History Reduced 27,124 5,195 1.26% 1.29% 645 -195 -0.71% Q4 2025 Feb 11, 2026
PCM Encore, LLC History New 27,077 5,186 1.1% — 647 +27,077 New Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 26,031 5,186 0.18% 0.18% 646 +876 3.48% Q4 2025 Jan 27, 2026
Wealthfront Advisers LLC History Added to 26,952 5,162 0.01% 0.01% 648 +1,974 7.9% Q4 2025 Jan 30, 2026
Pettinga Financial Advisors LLC History Reduced 26,946 5,161 0.98% 1.08% 649 -2,129 -7.32% Q4 2025 Feb 12, 2026
Orion Capital Management LLC History Reduced 26,938 5,160 1.73% 1.78% 650 -30 -0.11% Q4 2025 Feb 03, 2026
Walleye Trading LLC History Reduced 26,800 5,133 0.01% 0.01% 651 -8,670 -24.44% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 26,713 5,117 1.59% 2.02% 652 +1,398 5.52% Q4 2025 Jan 08, 2026
Grange Capital, LLC History Reduced 26,705 5,115 4.91% 4.9% 653 -44 -0.16% Q4 2025 Feb 03, 2026
FSM Wealth Advisors, LLC History Added to 26,593 5,094 0.7% 0.69% 654 +892 3.47% Q4 2025 Jan 23, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 26,535 5,083 1.22% 1.29% 655 -1,026 -3.72% Q4 2025 Jan 20, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 26,412 5,059 2.84% 3.12% 656 -401 -1.5% Q4 2025 Jan 16, 2026
Joseph P. Lucia & Associates, LLC History Added to 26,401 5,057 1.82% 1.71% 657 +2,439 10.18% Q4 2025 Jan 28, 2026
Moors & Cabot, Inc. History Added to 27,506 5,040 0.22% 0.2% 658 +3,214 13.23% Q4 2025 Feb 10, 2026
BlueChip Wealth Advisors LLC History Added to 26,141 5,007 2.1% 2.05% 659 +893 3.54% Q4 2025 Feb 05, 2026
Lester Murray Antman dba SimplyRich History No change 26,084 4,996 1.31% 1.34% 660 0 0.0% Q4 2025 Jan 23, 2026
ROMANO BROTHERS AND COMPANY History Added to 26,038 4,987 0.57% 0.42% 661 +6,549 33.6% Q4 2025 Jan 14, 2026
Hegarty Advisors, LLC History New 26,019 4,984 4.33% — 662 +26,019 New Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 25,948 4,942 0.56% — 663 +25,948 New Q4 2025 Mar 24, 2026
Hilltop Holdings Inc. History Added to 25,742 4,930 0.29% 0.22% 664 +3,690 16.73% Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 25,652 4,913 0.76% 0.79% 665 -596 -2.27% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 25,372 4,860 0.03% 0.03% 666 +1,447 6.05% Q4 2025 Feb 11, 2026
Vontobel Holding Ltd. History Reduced 25,139 4,815 0.02% 0.02% 668 -2,630 -9.47% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 25,138 4,815 0.01% 0.01% 667 -1,653 -6.17% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 24,980 4,785 0.3% 0.28% 669 +1,958 8.5% Q4 2025 Jan 21, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 24,969 4,782 0.45% 0.39% 670 +3,705 17.42% Q4 2025 Feb 17, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 24,933 4,776 0.86% — 671 +24,933 New Q4 2025 Feb 06, 2026
EVOKE WEALTH, LLC History Added to 24,853 4,760 0.09% 0.09% 672 +784 3.26% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 24,703 4,732 0.29% 0.28% 673 +1,579 6.83% Q4 2025 Feb 09, 2026
EXCALIBUR MANAGEMENT CORP History Added to 24,700 4,731 1.71% 1.49% 674 +3,062 14.15% Q4 2025 Feb 10, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 24,596 4,711 1.47% 1.48% 675 -197 -0.79% Q4 2025 Jan 22, 2026
STRATEGY ASSET MANAGERS LLC History Added to 24,559 4,704 0.77% 0.82% 676 +476 1.98% Q4 2025 Feb 11, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 24,552 4,703 2.71% 2.72% 677 -142 -0.58% Q4 2025 Jan 15, 2026
Coastal Bridge Advisors, LLC History Added to 24,539 4,700 0.35% 0.31% 678 +2,617 11.94% Q4 2025 Feb 18, 2026
O'ROURKE & COMPANY, Inc History Added to 24,495 4,692 1.82% 1.86% 679 +1,029 4.39% Q4 2025 Jan 28, 2026
Cannell & Spears LLC History Reduced 24,337 4,661 0.09% 0.09% 680 -27 -0.11% Q4 2025 Feb 17, 2026
Arizona State Retirement System History New 24,261 4,647 0.03% — 681 +24,261 New Q4 2025 Jan 28, 2026
Catalina Capital Group, LLC History Added to 24,250 4,645 2.82% 2.3% 682 +4,379 22.04% Q4 2025 Jan 16, 2026
Verdence Capital Advisors LLC History Reduced 24,247 4,644 0.27% 0.38% 683 -10,507 -30.23% Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History Reduced 24,053 4,607 0.31% 0.32% 684 -140 -0.58% Q4 2025 Feb 20, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 23,996 4,596 0.48% 0.47% 685 +2,210 10.14% Q4 2025 Feb 09, 2026
Nvest Wealth Strategies, Inc. History New 23,933 4,584 3.36% — 686 +23,933 New Q4 2025 Jan 28, 2026
Sunpointe, LLC History Added to 23,900 4,578 1.52% 1.55% 687 +1,255 5.54% Q4 2025 Jan 23, 2026
Cannon Advisors, Inc. History Reduced 22,954 4,560 3.22% 3.16% 688 -1,634 -6.65% Q4 2025 Jan 15, 2026
Wakefield Asset Management LLLP History Reduced 23,678 4,535 1.23% 1.37% 689 -2,729 -10.33% Q4 2025 Feb 05, 2026
CVFG LLC History Added to 23,573 4,515 3.1% 3.2% 690 +233 1.0% Q4 2025 Feb 06, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 23,568 4,514 0.29% 0.3% 691 +509 2.21% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 23,503 4,502 0.31% 0.33% 692 +1,408 6.37% Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Added to 23,447 4,491 0.21% 0.2% 693 +3,657 18.48% Q4 2025 Jan 12, 2026
NDWM LLC History Added to 23,423 4,486 2.97% 2.91% 694 +850 3.77% Q4 2025 Feb 05, 2026
BEARING POINT CAPITAL, LLC History Added to 23,262 4,456 0.7% 0.65% 695 +3,300 16.53% Q4 2025 Feb 10, 2026
Oxbow Advisors, LLC History Reduced 23,189 4,442 0.39% 0.42% 696 -410 -1.74% Q4 2025 Feb 04, 2026
Prime Capital Investment Advisors, LLC History Reduced 23,156 4,435 0.05% 0.07% 697 -5,944 -20.43% Q4 2025 Jan 21, 2026
Fonville Wealth Management LLC History Reduced 23,142 4,433 0.91% 0.99% 698 -101 -0.43% Q4 2025 Jan 23, 2026
RMR Capital Management, LLC History Reduced 23,129 4,430 3.19% 3.09% 699 -202 -0.87% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 23,029 4,411 0.26% 0.29% 700 +241 1.06% Q4 2025 Feb 10, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 23,011 4,407 0.71% 0.3% 701 +13,034 130.64% Q4 2025 Jan 29, 2026
Shepherd Financial Partners LLC History Reduced 22,980 4,401 0.41% 0.71% 702 -16,399 -41.64% Q4 2025 Feb 10, 2026
Garner Asset Management Corp History Reduced 22,954 4,397 1.69% 2.11% 703 -4,662 -16.88% Q4 2025 Feb 03, 2026
Freedom Day Solutions, LLC History Added to 22,920 4,390 1.19% 1.07% 704 +2,092 10.04% Q4 2025 Feb 04, 2026
Alta Wealth Advisors LLC History Reduced 22,910 4,388 1.47% 1.87% 705 -4,615 -16.77% Q4 2025 Feb 03, 2026
Paulson Wealth Management Inc. History Added to 22,896 4,385 1.01% 0.57% 706 +10,196 80.28% Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Added to 22,770 4,361 0.6% 0.28% 707 +12,671 125.47% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 22,642 4,337 0.09% 0.49% 708 -87,130 -79.37% Q4 2025 Feb 13, 2026
Trueblood Wealth Management, LLC History Added to 22,616 4,332 1.69% 1.56% 709 +1,556 7.39% Q4 2025 Jan 21, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 22,574 4,324 0.93% 0.55% 710 +9,510 72.8% Q4 2025 Jan 26, 2026
Gator Capital Management, LLC History Added to 22,569 4,323 0.88% 1.07% 711 +407 1.84% Q4 2025 Feb 13, 2026
Ironsides Asset Advisors, LLC History Added to 22,471 4,304 1.09% 0.89% 712 +4,231 23.2% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 22,399 4,290 0.03% 0.03% 713 +1,777 8.62% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 22,385 4,288 0.09% 0.09% 714 +941 4.39% Q4 2025 Feb 03, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 22,266 4,265 1.55% 1.54% 715 -90 -0.4% Q4 2025 Jan 21, 2026
BAILARD, INC. History Added to 22,189 4,250 0.09% 0.09% 716 +578 2.67% Q4 2025 Feb 04, 2026
Prostatis Group LLC History Added to 22,177 4,248 1.01% 0.96% 717 +1,940 9.59% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 22,173 4,247 0.03% 0.03% 718 +301 1.38% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 22,042 4,222 0.1% 0.1% 719 +2,358 11.98% Q4 2025 Feb 04, 2026
PARK AVENUE SECURITIES LLC History Reduced 22,008 4,216 0.04% 0.04% 720 -1,720 -7.25% Q4 2025 Jan 05, 2026
Cambria Investment Management, L.P. History Added to 22,001 4,214 0.25% 0.05% 721 +17,523 391.31% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 21,972 4,209 0.19% 0.2% 722 -800 -3.51% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 21,843 4,184 0.07% 0.07% 723 +608 2.86% Q4 2025 Feb 17, 2026
Costello Asset Management, INC History Added to 21,817 4,179 1.38% 1.37% 724 +256 1.19% Q4 2025 Feb 03, 2026
Acorn Wealth Advisors, LLC History Reduced 21,774 4,171 1.24% 1.49% 725 -3,374 -13.42% Q4 2025 Feb 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 21,750 4,168 1.92% 1.99% 726 +895 4.29% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 21,601 4,137 0.01% 0.0% 727 +15,320 243.91% Q4 2025 Feb 13, 2026
EQUITY INVESTMENT CORP History Added to 21,547 4,127 0.08% 0.09% 728 +85 0.4% Q4 2025 Feb 12, 2026
Central Pacific Bank - Trust Division History No change 21,535 4,125 0.51% 0.49% 729 0 0.0% Q4 2025 Jan 07, 2026
Tranquilli Financial Advisor LLC History Added to 21,510 4,120 2.39% 2.36% 730 +448 2.13% Q4 2025 Jan 27, 2026
Maltin Wealth Management, Inc. History Added to 21,381 4,095 1.63% 1.66% 731 +321 1.52% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Added to 21,350 4,089 0.06% 0.06% 732 +1,384 6.93% Q4 2025 Feb 09, 2026
CPC Advisors, LLC History Added to 21,289 4,078 0.41% 0.42% 733 +300 1.43% Q4 2025 Jan 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 21,273 4,075 0.45% 0.46% 734 -123 -0.57% Q4 2025 Jan 20, 2026
Hilltop National Bank History Reduced 21,144 4,050 0.98% 1.65% 735 -14,230 -40.23% Q4 2025 Jan 07, 2026
Ashton Thomas Private Wealth, LLC History Added to 21,058 4,033 0.1% 0.08% 736 +4,708 28.8% Q4 2025 Jan 29, 2026
STOCK YARDS BANK & TRUST CO History Added to 21,010 4,024 0.12% 0.12% 737 +86 0.41% Q4 2025 Jan 21, 2026
Meridian Financial Advisors, LLC History Added to 20,980 4,018 2.19% 2.24% 738 +31 0.15% Q4 2025 Jan 23, 2026
VIAWEALTH, LLC History Added to 20,765 3,977 2.24% 2.11% 739 +364 1.78% Q4 2025 Feb 10, 2026
Telos Capital Management, Inc. History Added to 20,702 3,965 0.37% 0.37% 740 +525 2.6% Q4 2025 Jan 22, 2026
KPP Advisory Services LLC History Added to 20,629 3,951 0.57% 0.56% 741 +594 2.96% Q4 2025 Feb 02, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 20,593 3,944 1.13% 1.67% 742 -8,680 -29.65% Q4 2025 Jan 27, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 20,573 3,940 1.91% 1.83% 743 +624 3.13% Q4 2025 Feb 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 19,344 3,924 3.83% — 744 +19,344 New Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History Reduced 20,431 3,913 0.13% 0.24% 745 -14,641 -41.75% Q4 2025 Jan 29, 2026
PITTENGER & ANDERSON INC History Added to 20,378 3,903 0.15% 0.02% 746 +16,833 474.84% Q4 2025 Feb 02, 2026
One Capital Management, LLC History Added to 20,360 3,900 0.12% 0.12% 747 +1,256 6.57% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Reduced 20,354 3,899 0.17% 0.19% 748 -1,368 -6.3% Q4 2025 Jan 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 20,330 3,894 0.07% 0.08% 749 -273 -1.33% Q4 2025 Feb 12, 2026
Amplius Wealth Advisors, LLC History Reduced 20,319 3,892 0.33% 0.39% 750 -3,527 -14.79% Q4 2025 Jan 12, 2026
Factorial Partners, LLC History Added to 20,300 3,888 2.57% 0.3% 751 +18,000 782.61% Q4 2025 Feb 10, 2026
BigSur Wealth Management LLC History Added to 20,284 3,885 0.94% 0.71% 752 +5,000 32.71% Q4 2025 Jan 27, 2026
NWAM LLC History Reduced 20,029 3,867 0.22% 0.23% 753 -2,436 -10.84% Q4 2025 Feb 04, 2026
Cordoba Advisory Partners LLC History New 20,140 3,858 0.95% — 754 +20,140 New Q4 2025 Feb 13, 2026
Wood Tarver Financial Group, LLC History Added to 20,108 3,851 1.08% 0.79% 755 +5,976 42.29% Q4 2025 Feb 12, 2026
Fort Point Capital Partners LLC History Reduced 19,209 3,833 0.43% 2.52% 756 -93,697 -82.99% Q4 2025 Feb 13, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 20,000 3,831 0.13% 0.14% 757 0 0.0% Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 19,991 3,829 0.01% 0.01% 758 -2,920 -12.74% Q4 2025 Jan 26, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 19,802 3,793 0.25% 0.25% 759 0 0.0% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Added to 19,775 3,788 0.05% 0.05% 760 +748 3.93% Q4 2025 Jan 26, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 19,755 3,784 0.03% 0.0% 761 +17,506 778.39% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Reduced 19,758 3,784 0.22% 0.23% 762 -47 -0.24% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 19,744 3,782 0.28% 0.27% 763 +911 4.84% Q4 2025 Feb 06, 2026
First PREMIER Bank History No change 19,683 3,770 0.86% 0.85% 764 0 0.0% Q4 2025 Jan 23, 2026
Financial Planning Hawaii, Inc. History New 19,587 3,752 2.16% — 765 +19,587 New Q4 2025 Jan 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 19,458 3,727 0.05% 0.44% 766 -130,385 -87.01% Q4 2025 Feb 17, 2026
Wick Capital Partners, LLC History Added to 19,451 3,726 0.67% 0.88% 767 +64 0.33% Q4 2025 Mar 02, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 19,434 3,723 2.54% 2.62% 768 +20 0.1% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Reduced 19,435 3,722 0.22% 0.23% 769 -980 -4.8% Q4 2025 Feb 03, 2026
SMART Wealth LLC History Added to 19,402 3,716 1.13% 1.16% 770 +3,144 19.34% Q4 2025 Jan 26, 2026
CEERA INVESTMENTS, LLC History Added to 19,349 3,706 1.43% 0.96% 771 +3,077 18.91% Q4 2025 Feb 09, 2026
Evolution Wealth Advisors, LLC History Reduced 19,266 3,690 0.37% 0.5% 772 -170 -0.87% Q4 2025 Jan 12, 2026
WEDBUSH SECURITIES INC History Added to 19,244 3,686 0.11% 0.1% 773 +2,772 16.83% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 18,926 3,625 0.1% 0.08% 774 +4,913 35.06% Q4 2025 Feb 13, 2026
COWA, LLC History Added to 18,895 3,619 1.1% 1.15% 775 +622 3.4% Q4 2025 Feb 12, 2026
Financial Enhancement Group LLC History Reduced 17,922 3,573 0.46% 0.46% 776 -221 -1.22% Q4 2025 Jan 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 18,634 3,569 0.28% 0.18% 777 +4,770 34.41% Q4 2025 Jan 23, 2026
GC Wealth Management RIA, LLC History Reduced 18,602 3,563 0.13% 0.16% 779 -7,420 -28.51% Q4 2025 Jan 30, 2026
Atlas Wealth LLC History Reduced 18,605 3,563 1.08% 1.56% 778 -6,928 -27.13% Q4 2025 Feb 05, 2026
Verity Asset Management, Inc. History Added to 18,541 3,551 1.52% 1.11% 780 +610 3.4% Q4 2025 Jan 30, 2026
Spire Wealth Management History Added to 18,501 3,544 0.12% 0.07% 781 +7,418 66.93% Q4 2025 Jan 14, 2026
LOUISBOURG INVESTMENTS INC. History Added to 24,300 3,537 0.7% 0.46% 782 +8,950 58.31% Q4 2025 Jan 16, 2026
Koss-Olinger Consulting, LLC History Reduced 18,357 3,516 0.27% 0.35% 783 -4,893 -21.05% Q4 2025 Feb 10, 2026
Martel Wealth Advisors Inc History Added to 18,115 3,470 0.59% 0.6% 784 +84 0.47% Q4 2025 Jan 21, 2026
Lexington Hill Partners, LLC History New 18,098 3,466 2.61% — 785 +18,098 New Q4 2025 Feb 19, 2026
AE Wealth Management LLC History Added to 18,001 3,448 0.02% 0.01% 786 +8,205 83.76% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Added to 17,996 3,447 0.1% 0.09% 787 +2,346 14.99% Q4 2025 Jan 20, 2026
Clear Creek Financial Management, LLC History Reduced 17,931 3,434 0.28% 0.32% 788 -1,557 -7.99% Q4 2025 Jan 23, 2026
Wellspring Financial Advisors, LLC History Added to 17,892 3,427 0.27% 0.31% 789 +1 0.01% Q4 2025 Feb 11, 2026
Evergreen Wealth Management, LLC History New 17,665 3,383 1.7% — 790 +17,665 New Q4 2025 Feb 06, 2026
Radnor Capital Management, LLC History Added to 17,617 3,374 0.5% 0.16% 791 +11,939 210.27% Q4 2025 Feb 06, 2026
Global Financial Private Client, LLC History Added to 17,526 3,357 1.18% 1.18% 792 +64 0.37% Q4 2025 Jan 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 17,520 3,356 0.17% 0.17% 793 -950 -5.14% Q4 2025 Feb 02, 2026
KELLY FINANCIAL GROUP LLC History Reduced 17,495 3,351 0.85% 0.91% 794 -537 -2.98% Q4 2025 Jan 23, 2026
Van Hulzen Asset Management, LLC History Added to 17,487 3,349 0.25% 0.23% 795 +1,012 6.14% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Added to 17,437 3,340 0.2% 0.2% 796 +4 0.02% Q4 2025 Jan 08, 2026
Turtle Creek Wealth Advisors, LLC History Added to 17,303 3,314 0.26% 0.05% 797 +14,559 530.58% Q4 2025 Jan 28, 2026
Jordan Park Group LLC History No change 17,200 3,294 0.19% 0.19% 798 0 0.0% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 17,129 3,281 0.2% 0.13% 799 +6,431 60.11% Q4 2025 Feb 17, 2026
Lionsbridge Wealth Management LLC History Reduced 16,953 3,247 3.28% 3.55% 800 -2,060 -10.83% Q4 2025 Jan 26, 2026