iSHARES TRUST - SHY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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.
Showing first 800 of 1,252 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Reduced 26,646,281 2,206,845 0.13% 0.17% 1 -7,023,607 -20.86% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 17,964,759 1,487,841 2.83% 2.88% 2 +940,434 5.52% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 13,613,516 1,127,471 0.02% 0.03% 3 -6,284,120 -31.58% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,197,642 1,010,208 0.07% 0.07% 4 +457,471 3.9% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 10,609,701 878,695 0.06% 0.05% 5 +467,629 4.61% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 6,297,662 521,572 0.14% 0.16% 6 -318,924 -4.82% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 5,670,809 469,656 0.08% 0.07% 7 +476,589 9.18% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Reduced 5,548,263 459,507 0.08% 0.1% 8 -1,155,374 -17.24% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 5,213,941 431,818 0.08% 0.08% 9 +45,271 0.88% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,796,049 397,212 0.09% 0.09% 10 +113,955 2.43% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,256,062 352,487 0.11% 0.11% 11 -43,518 -1.01% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 3,566,920 295,413 0.05% — 12 +3,566,920 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,493,086 289,297 0.09% 0.09% 13 -465,296 -11.75% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 3,348,065 277,286 0.1% 0.11% 14 -101,150 -2.93% Q4 2025 Feb 12, 2026
PineBridge Investments Asia Ltd History New 3,267,000 270,572 78.18% — 15 +3,267,000 New Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 2,657,363 220,082 0.32% 0.35% 16 +40,213 1.54% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 2,298,612 190,371 0.25% 0.3% 17 -349,173 -13.19% Q4 2025 Feb 02, 2026
Kiker Wealth Management, LLC History Reduced 2,287 189,409 6.28% 2.06% 18 -46,990 -95.36% Q4 2025 Jan 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,240,712 185,575 0.15% — 19 +2,240,712 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 2,173,227 179,986 0.37% 0.36% 20 +165,633 8.25% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,056,211 170,295 0.09% 0.07% 21 +640,953 45.29% Q4 2025 Feb 06, 2026
BARCLAYS PLC History Added to 1,965,902 162,816 0.04% 0.03% 22 +459,760 30.53% Q4 2025 Feb 13, 2026
MIZUHO MARKETS AMERICAS LLC History Reduced 1,708,955 141,535 2.73% 7.81% 23 -3,291,292 -65.82% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,472,724 121,971 0.67% 0.84% 24 -302,463 -17.04% Q4 2025 Feb 12, 2026
Mizuho Markets Cayman LP History New 1,472,100 121,919 6.15% — 25 +1,472,100 New Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 1,381,421 114,409 0.1% 0.09% 26 +132,118 10.58% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 1,370,841 113,533 0.05% 0.05% 27 +58,211 4.43% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,319,536 109,284 0.12% 0.17% 28 +53,264 4.21% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,290,103 106,846 0.07% 0.06% 29 +203,838 18.77% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,230,044 101,872 0.02% 0.02% 30 -34,919 -2.76% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,122,328 92,951 0.01% 0.01% 31 +338,096 43.11% Q4 2025 Mar 25, 2026
Smithfield Trust Co History Added to 1,111,801 92,074 4.07% 4.11% 32 +4,642 0.42% Q4 2025 Feb 09, 2026
TFC Financial Management, Inc. History Added to 932,479 77,227 9.69% 9.54% 33 +34,797 3.88% Q4 2025 Jan 23, 2026
FMR LLC History Reduced 909,419 75,318 0.0% 0.01% 34 -494,342 -35.22% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 908,470 75,239 1.6% 1.74% 35 -21,639 -2.33% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 892,689 73,932 1.28% 1.42% 36 +155,812 21.14% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Reduced 876,992 72,632 0.08% 0.09% 37 -31,002 -3.41% Q4 2025 Feb 06, 2026
Lido Advisors, LLC History Added to 870,803 72,236 0.22% 0.22% 38 +12,221 1.42% Q4 2025 Feb 10, 2026
CWA Asset Management Group, LLC History Added to 858,478 71,099 2.56% 2.45% 39 +58,919 7.37% Q4 2025 Jan 07, 2026
OSAIC HOLDINGS, INC. History Reduced 826,010 68,425 0.1% 0.11% 40 -118,251 -12.52% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 779,757 64,579 0.08% 0.08% 41 -44,680 -5.42% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 757,351 62,723 0.15% 0.2% 42 -137,044 -15.32% Q4 2025 Feb 13, 2026
AIA Group Ltd History Reduced 751,077 62,204 0.93% 2.61% 43 -1,025,313 -57.72% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Reduced 747,145 61,878 0.14% 0.16% 44 -58,573 -7.27% Q4 2025 Jan 30, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 744,803 61,684 2.52% 2.43% 45 +47,499 6.81% Q4 2025 Jan 16, 2026
GM Advisory Group, LLC History Reduced 741,748 61,431 2.41% 2.92% 46 -86,309 -10.42% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 736,394 60,988 1.36% 1.46% 47 -5,674 -0.76% Q4 2025 Jan 27, 2026
ATWOOD & PALMER INC History Added to 694,971 57,557 3.27% 3.24% 48 +29,736 4.47% Q4 2025 Jan 28, 2026
Amundi History No change 670,200 55,505 0.02% 0.02% 49 0 0.0% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 645,975 53,499 0.01% 0.0% 50 +642,475 18356.43% Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 644,941 53,414 3.85% 3.91% 51 +82,095 14.59% Q4 2025 Jan 29, 2026
Pinnacle Financial Partners, Inc. History New 618,978 51,264 0.39% — 52 +618,978 New Q4 2025 Feb 18, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 605,726 50,166 0.82% 0.68% 53 0 0.0% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 601,836 49,844 3.5% 5.93% 54 -439,120 -42.18% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 599,549 49,654 0.36% 0.37% 55 -18,886 -3.05% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 577,624 47,838 0.05% 0.05% 56 +52,173 9.93% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 567,526 47,048 0.06% 0.05% 57 +156,721 38.15% Q4 2025 Jan 08, 2026
Fisher Asset Management, LLC History Added to 566,873 46,948 0.02% 0.02% 58 +65,456 13.05% Q4 2025 Feb 09, 2026
Silicon Valley Capital Partners History Added to 532,285 44,083 4.01% 3.97% 59 +24,744 4.88% Q4 2025 Feb 13, 2026
America First Investment Advisors, LLC History Added to 505,362 41,854 7.62% 7.24% 60 +35,511 7.56% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 485,202 40,184 0.5% 0.54% 61 -27,834 -5.43% Q4 2025 Feb 05, 2026
Allspring Global Investments Holdings, LLC History Added to 448,843 37,173 0.06% 0.03% 62 +226,371 101.75% Q4 2025 Jan 15, 2026
Modern Wealth Management, LLC History Added to 433,974 35,941 0.66% 0.69% 63 +16,399 3.93% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Reduced 430,405 35,646 0.62% 0.7% 64 -26,630 -5.83% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 403,828 33,445 0.01% 0.01% 65 +12,763 3.26% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 402,186 33,309 1.49% 1.61% 66 -19,844 -4.7% Q4 2025 Feb 11, 2026
CX Institutional History Added to 402,166 33,307 0.99% 1.01% 67 +2,714 0.68% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 402,004 33,294 0.06% 0.04% 68 +164,028 68.93% Q4 2025 Mar 16, 2026
Dakota Wealth Management History Added to 395,814 32,781 0.58% 0.56% 69 +62,710 18.83% Q4 2025 Jan 13, 2026
Edge Wealth Management LLC History Added to 382,973 31,717 5.6% 5.29% 70 +22,778 6.32% Q4 2025 Jan 12, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 377,735 31,284 1.16% 0.14% 71 +334,330 770.26% Q4 2025 Jan 28, 2026
M&T BANK CORP History Reduced 371,484 30,766 0.1% 0.2% 72 -334,711 -47.4% Q4 2025 Jan 30, 2026
ZACKS INVESTMENT MANAGEMENT History New 364,403 30,179 0.24% — 73 +364,403 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 363,069 30,069 0.11% 0.1% 74 +15,052 4.33% Q4 2025 Jan 30, 2026
COMERICA BANK History Reduced 362,866 30,052 0.12% 0.13% 75 -51,957 -12.53% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Reduced 361,499 29,939 0.14% 0.15% 76 -888 -0.25% Q4 2025 Feb 17, 2026
Nuveen, LLC History New 355,552 29,038 0.01% — 77 +355,552 New Q4 2025 Feb 12, 2026
ALLIANZ SE History Added to 349,915 28,979 0.37% 0.6% 78 +7,426 2.17% Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Reduced 346,327 28,682 2.41% 2.55% 79 -3,919 -1.12% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 364,089 28,507 0.04% 0.04% 80 +23,543 6.91% Q4 2025 Mar 09, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 339,552 28,121 0.02% 0.03% 81 -178,179 -34.42% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 338,573 28,040 0.4% 0.38% 82 +23,483 7.45% Q4 2025 Feb 17, 2026
Mader & Shannon Wealth Management, Inc. History No change 335,645 27,845 13.65% 13.65% 83 0 0.0% Q4 2025 Jan 29, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 335,766 27,808 5.38% 6.14% 84 -11,678 -3.36% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 335,126 27,755 1.62% 1.63% 85 +6,651 2.02% Q4 2025 Jan 15, 2026
Santa Clara Valley Transportation Authority History No change 329,537 27,292 22.94% 22.92% 86 0 0.0% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 318,955 26,415 0.28% 0.3% 87 +80,664 33.85% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 313,906 25,997 0.03% 0.03% 88 +4,459 1.44% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 305,370 25,290 0.14% 0.13% 89 +31,405 11.46% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 304,456 25,215 0.07% 0.08% 90 -51,513 -14.47% Q4 2025 Feb 05, 2026
SCOTIA CAPITAL INC. History Added to 297,527 24,640 0.1% 0.09% 91 +42,647 16.73% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 297,238 24,617 0.24% 0.26% 92 -9,025 -2.95% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 294,513 24,397 0.67% 0.64% 93 +23,076 8.5% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Reduced 291,499 24,141 0.08% 0.08% 94 -24,916 -7.87% Q4 2025 Feb 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 288,041 23,855 0.03% 0.04% 95 -57,218 -16.57% Q4 2025 Feb 12, 2026
Birchcreek Wealth Management, LLC History Added to 284,443 23,557 11.57% 10.34% 96 +43,205 17.91% Q4 2025 Jan 16, 2026
Procyon Advisors, LLC History Reduced 273,210 22,627 1.12% 1.38% 97 -6,789 -2.42% Q4 2025 Jan 07, 2026
Baird Financial Group, Inc. History Reduced 272,608 22,577 0.04% 0.04% 98 -4,669 -1.68% Q4 2025 Feb 13, 2026
NIXON PEABODY TRUST CO History Added to 272,020 22,528 1.71% 1.51% 99 +22,817 9.16% Q4 2025 Feb 06, 2026
Dynamic Advisor Solutions LLC History Added to 262,259 21,720 0.7% 0.62% 100 +5,507 2.14% Q4 2025 Jan 09, 2026
Concurrent Investment Advisors, LLC History Added to 259,905 21,525 0.25% 0.29% 101 +56,711 27.91% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 259,184 21,465 0.52% 0.51% 102 +20,293 8.49% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 255,709 21,177 0.13% 0.15% 103 +1,449 0.57% Q4 2025 Feb 17, 2026
Clarity Financial LLC History Reduced 251,489 20,828 1.93% 4.37% 104 -279,444 -52.63% Q4 2025 Jan 28, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 251,317 20,814 0.6% 0.62% 105 -5,408 -2.11% Q4 2025 Feb 10, 2026
Klaas Financial Asset Advisors, LLC History Added to 249,137 20,633 2.99% 3.02% 106 +6,623 2.73% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 248,711 20,598 0.12% 0.14% 107 -19,243 -7.18% Q4 2025 Feb 09, 2026
Kovitz Investment Group Partners, LLC History Reduced 246,663 20,428 0.45% 0.15% 108 -214,536 -46.52% Q4 2025 Feb 20, 2026
HSBC HOLDINGS PLC History Added to 243,224 20,144 0.01% 0.01% 109 +55,996 29.91% Q4 2025 Mar 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 235,790 19,528 0.25% 0.26% 110 -8,628 -3.53% Q4 2025 Feb 10, 2026
Lake Hills Wealth Management, LLC History Reduced 229,112 18,975 9.9% 22.93% 111 -288,627 -55.75% Q4 2025 Jan 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 227,158 18,813 0.25% 0.3% 112 -47,457 -17.28% Q4 2025 Jan 22, 2026
Kestra Advisory Services, LLC History Added to 220,882 18,293 0.08% 0.08% 113 +8,148 3.83% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 216,275 17,911 0.13% 0.11% 114 +44,500 25.91% Q4 2025 Feb 12, 2026
Ballast, Inc. History Added to 214,361 17,753 4.15% 4.12% 115 +9,250 4.51% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 210,968 17,472 0.0% 0.0% 116 -57,697 -21.48% Q4 2025 Feb 17, 2026
INSIGHT 2811, INC. History Reduced 208,353 17,255 7.61% 7.86% 117 -4,349 -2.04% Q4 2025 Feb 03, 2026
OPPENHEIMER & CO INC History Added to 207,479 17,183 0.24% 0.1% 118 +104,446 101.37% Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 205,037 16,981 0.01% 0.01% 119 +20,584 11.16% Q4 2025 Feb 17, 2026
CABOT WEALTH MANAGEMENT INC History Added to 202,646 16,783 1.86% 1.64% 120 +24,226 13.58% Q4 2025 Feb 03, 2026
Acorns Advisers, LLC History Added to 200,932 16,641 0.12% 0.13% 121 +9,062 4.72% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 198,690 16,455 0.12% 0.06% 122 +90,984 84.47% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 193,916 16,060 1.29% 1.36% 123 +6,038 3.21% Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 193,401 16,017 0.09% 0.06% 124 +72,231 59.61% Q4 2025 Feb 13, 2026
DT Investment Partners, LLC History Added to 191,116 15,828 1.31% 1.11% 125 +32,963 20.84% Q4 2025 Feb 10, 2026
Wealthspire Retirement, LLC History Added to 188,743 15,631 0.95% 0.87% 126 +23,665 14.34% Q4 2025 Feb 18, 2026
MEEDER ASSET MANAGEMENT INC History New 184,739 15,300 0.82% — 127 +184,739 New Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 184,462 15,277 0.02% 0.03% 128 -43,239 -18.99% Q4 2025 Feb 18, 2026
Global Trust Asset Management, LLC History Added to 184,272 15,261 6.03% 0.06% 129 +182,772 12184.8% Q4 2025 Jan 20, 2026
Ascent Group, LLC History Reduced 183,076 15,162 0.52% 0.54% 130 -1,962 -1.06% Q4 2025 Jan 20, 2026
MONTAG A & ASSOCIATES INC History Added to 180,155 14,920 0.68% 0.65% 131 +10,576 6.24% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 178,111 14,751 0.3% 0.4% 132 -90,496 -33.69% Q4 2025 Feb 05, 2026
Strategic Investment Advisors / MI History Added to 176,646 14,629 1.27% 0.95% 133 +48,766 38.13% Q4 2025 Feb 17, 2026
Hughes Financial Services, LLC History Added to 175,478 14,533 2.28% 2.07% 134 +18,156 11.54% Q4 2025 Feb 11, 2026
CAMBIENT FAMILY OFFICE, LLC History New 169,060 14,001 2.0% — 135 +169,060 New Q4 2025 Feb 20, 2026
StrongBox Wealth, LLC History Added to 164,457 13,620 4.48% 4.49% 136 +4,672 2.92% Q4 2025 Jan 21, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 163,997 13,582 1.12% 1.15% 137 +2,906 1.8% Q4 2025 Jan 27, 2026
Cascade Financial Partners, LLC History Added to 157,949 13,081 1.33% 0.96% 138 +56,707 56.01% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 156,809 12,986 0.31% 1.29% 139 -405,637 -72.12% Q4 2025 Feb 17, 2026
CAMDEN NATIONAL BANK History Added to 156,379 12,951 1.78% 1.71% 140 +9,470 6.45% Q4 2025 Feb 10, 2026
Creative Planning History Added to 155,847 12,907 0.01% 0.01% 141 +3,285 2.15% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Reduced 154,959 12,833 1.39% 1.46% 142 -5,440 -3.39% Q4 2025 Feb 05, 2026
1832 Asset Management L.P. History Added to 153,827 12,739 0.01% 0.01% 143 +26,696 21.0% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 152,526 12,643 1.12% 1.04% 144 +12,470 8.9% Q4 2025 Jan 28, 2026
Ifrah Financial Services, Inc. History Added to 152,153 12,601 3.24% 3.23% 145 +1,834 1.22% Q4 2025 Jan 22, 2026
AdvisorNet Financial, Inc History Reduced 150,381 12,454 0.66% 0.79% 146 -17,137 -10.23% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History Added to 149,380 12,371 0.04% 0.05% 147 +15,634 11.69% Q4 2025 Feb 18, 2026
Portfolio Design Labs, LLC History Added to 147,568 12,221 2.02% 2.08% 148 +1,204 0.82% Q4 2025 Feb 11, 2026
Ted Buchan & Co History Added to 147,087 12,181 4.47% 4.61% 149 +5,331 3.76% Q4 2025 Feb 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 145,789 12,074 0.16% 0.19% 150 -12,926 -8.14% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 145,078 12,015 0.14% 0.12% 151 -20,745 -12.51% Q4 2025 Feb 13, 2026
Capital Investment Services of America, Inc. History Added to 145,050 12,013 1.13% 1.06% 152 +1,315 0.91% Q4 2025 Jan 29, 2026
Argent Advisors, Inc. History Added to 144,629 11,978 3.34% 3.41% 153 +5,154 3.7% Q4 2025 Feb 11, 2026
CRITERIA CAIXA, S.A.U. History No change 2,000,000 11,834 4.08% 1.37% 154 0 0.0% Q4 2025 Feb 17, 2026
Parkway Wealth Management Group, LLC History New 138,031 11,431 1.53% — 155 +138,031 New Q4 2025 Feb 10, 2026
Innova Wealth Partners History Reduced 135,603 11,230 5.66% 8.1% 156 -45,147 -24.98% Q4 2025 Jan 07, 2026
TOMPKINS FINANCIAL CORP History Added to 135,187 11,196 0.87% 0.88% 157 +9,011 7.14% Q4 2025 Jan 08, 2026
Net Worth Advisory Group History Added to 133,411 11,049 2.23% 2.95% 158 +10,389 8.44% Q4 2025 Jan 14, 2026
FIRST AMERICAN TRUST, FSB History Added to 132,633 10,984 0.75% 0.77% 159 +4,096 3.19% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 131,891 10,923 0.07% 0.05% 160 +40,107 43.7% Q4 2025 Jan 29, 2026
Balefire, LLC History Reduced 131,645 10,902 2.12% 2.19% 161 -371 -0.28% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 130,705 10,825 0.04% 0.04% 162 -17 -0.01% Q4 2025 Feb 06, 2026
Barry Investment Advisors, LLC History Added to 130,042 10,770 2.4% 0.55% 163 +100,989 347.6% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 127,828 10,586 0.0% 0.0% 164 -12,864 -9.14% Q4 2025 Feb 17, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 126,011 10,436 1.14% 1.09% 165 +5,501 4.56% Q4 2025 Jan 29, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 124,144 10,281 0.18% 0.17% 166 +8,357 7.22% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 122,202 10,121 0.03% 0.03% 167 -9,068 -6.91% Q4 2025 Jan 26, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 121,887 10,094 0.15% 0.18% 168 -23,022 -15.89% Q4 2025 Feb 09, 2026
Everstar Asset Management, LLC History Added to 119,048 9,859 5.29% 4.96% 169 +13,600 12.9% Q4 2025 Feb 05, 2026
BEARING POINT CAPITAL, LLC History Reduced 118,615 9,823 1.54% 2.48% 170 -54,795 -31.6% Q4 2025 Feb 10, 2026
Heck Capital Advisors, LLC History Reduced 118,182 9,787 0.73% 0.89% 171 -20,760 -14.94% Q4 2025 Jan 16, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 117,928 9,766 0.0% 0.0% 172 +53,496 83.03% Q4 2025 Feb 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 117,567 9,736 3.41% 3.43% 173 +3,239 2.83% Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 116,794 9,672 0.03% 0.03% 174 +6,660 6.05% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 116,434 9,643 0.16% 0.19% 175 +3,755 3.33% Q4 2025 Mar 12, 2026
Premier Path Wealth Partners, LLC History Reduced 115,563 9,570 1.24% 1.31% 176 -6,928 -5.66% Q4 2025 Jan 22, 2026
JFS WEALTH ADVISORS, LLC History Added to 113,519 9,401 0.53% 0.54% 177 +2,922 2.64% Q4 2025 Jan 14, 2026
MBA Advisors LLC History Added to 112,345 9,304 3.75% 3.73% 178 +7,122 6.77% Q4 2025 Jan 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 112,010 9,276 0.02% 0.02% 179 +10,938 10.82% Q4 2025 Feb 11, 2026
NerdWallet Wealth Partners, LLC History Added to 111,643 9,246 4.14% 4.49% 180 +1,157 1.05% Q4 2025 Jan 13, 2026
Brookstone Capital Management History Reduced 111,482 9,232 0.11% 0.12% 181 -4,838 -4.16% Q4 2025 Jan 15, 2026
IFP Advisors, Inc History Added to 110,827 9,178 0.21% 0.15% 182 +40,042 56.57% Q4 2025 Feb 06, 2026
Members Trust Co History Reduced 110,255 9,131 0.3% 0.37% 183 -23,784 -17.74% Q4 2025 Jan 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 109,626 9,079 0.5% 0.35% 184 +41,266 60.37% Q4 2025 Feb 17, 2026
Pointe Capital Management LLC History Added to 109,248 9,047 4.49% 3.6% 185 +20,441 23.02% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 108,028 8,946 0.13% 0.13% 186 +7,151 7.09% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Added to 108,000 8,944 1.63% 0.14% 187 +3,818 3.66% Q4 2025 Mar 04, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Added to 107,446 8,898 2.63% 2.72% 188 +633 0.59% Q4 2025 Feb 13, 2026
Spectrum Strategic Capital Management, LLC History New 107,339 8,889 4.72% — 189 +107,339 New Q4 2025 Feb 05, 2026
Invariant Investment Management History New 107,290 8,886 5.69% — 190 +107,290 New Q4 2025 Jan 26, 2026
Symmetry Partners, LLC History Added to 107,257 8,883 0.53% 0.96% 191 +675 0.63% Q4 2025 Jan 27, 2026
LWM ADVISORS INC History Added to 106,668 8,834 7.77% 7.85% 192 +1,377 1.31% Q4 2025 Jan 09, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 106,376 8,810 0.33% 0.3% 193 +14,647 15.97% Q4 2025 Feb 13, 2026
Buttonwood Financial Advisors Inc. History Added to 105,123 8,706 2.9% 2.65% 194 +12,241 13.18% Q4 2025 Feb 04, 2026
Broyhill Asset Management, LLC History Added to 102,717 8,507 7.49% 5.9% 195 +21,509 26.49% Q4 2025 Feb 13, 2026
Dogwood Wealth Management LLC History Added to 102,306 8,472 3.73% 3.44% 196 +11,175 12.26% Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Reduced 101,737 8,426 0.02% 0.02% 197 -23,460 -18.74% Q4 2025 Feb 11, 2026
Beacon Wealthcare LLC History Added to 101,196 8,381 2.88% 2.81% 198 +4,905 5.09% Q4 2025 Jan 06, 2026
DRW Securities, LLC History Reduced 100,239 8,301 0.22% 0.24% 199 -57,496 -36.45% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 99,557 8,245 0.05% 0.04% 200 +10,606 11.92% Q4 2025 Jan 29, 2026
Betterment LLC History Added to 99,270 8,222 0.02% 0.01% 201 +15,945 19.14% Q4 2025 Feb 12, 2026
Eley Financial Management, Inc History Added to 97,708 8,092 2.91% 2.85% 202 +2,326 2.44% Q4 2025 Feb 12, 2026
Focus Financial Network, Inc. History Reduced 96,680 8,007 0.28% 0.29% 203 -430 -0.44% Q4 2025 Jan 12, 2026
TWO SIGMA SECURITIES, LLC History Added to 96,237 7,970 1.1% 0.15% 204 +83,885 679.12% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 94,880 7,857 0.1% 0.07% 205 +39,192 70.38% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 94,846 7,855 0.26% 0.1% 206 +60,665 177.48% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History Reduced 93,840 7,771 0.16% 0.16% 207 -4,297 -4.38% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 93,379 7,736 0.52% 0.97% 208 -62,552 -40.12% Q4 2025 Jan 15, 2026
KFA Private Wealth Group, LLC History Added to 92,196 7,635 1.86% 1.52% 209 +27,986 43.59% Q4 2025 Jan 07, 2026
Global Retirement Partners, LLC History Added to 92,026 7,621 0.14% 0.13% 210 +22,824 32.98% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Reduced 91,396 7,569 0.49% 0.5% 211 -1,662 -1.79% Q4 2025 Jan 23, 2026
DURANTE & WATERS, LLC History Added to 91,333 7,564 5.28% 5.34% 212 +3,811 4.35% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Added to 90,974 7,534 0.1% 0.09% 213 +31,854 53.88% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 90,296 7,478 0.16% 0.16% 214 +3,741 4.32% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Added to 88,750 7,350 0.06% 0.05% 215 +3,983 4.7% Q4 2025 Jan 05, 2026
BayBridge Capital Group, LLC History Added to 88,665 7,343 4.55% 4.54% 216 +2,836 3.3% Q4 2025 Jan 16, 2026
Independence Financial Advisors, LLC History Added to 88,449 7,325 2.01% 2.16% 217 +2,924 3.42% Q4 2025 Jan 15, 2026
&PARTNERS History Added to 88,334 7,303 0.04% 0.04% 218 +17,774 25.19% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Added to 87,438 7,241 0.43% 0.28% 219 +30,498 53.56% Q4 2025 Feb 03, 2026
Values First Advisors, Inc. History Added to 87,362 7,235 3.75% 3.66% 220 +4,940 5.99% Q4 2025 Jan 30, 2026
BEACON FINANCIAL GROUP History New 87,241 7,225 0.72% — 221 +87,241 New Q4 2025 Apr 01, 2026
Clearstead Advisors, LLC History Added to 87,022 7,207 0.09% 0.09% 222 +1,174 1.37% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 85,614 7,090 0.04% 0.04% 223 -6,361 -6.92% Q4 2025 Jan 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 85,027 7,041 0.45% 0.48% 224 -3,070 -3.48% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Reduced 83,747 6,935 0.05% 0.09% 225 -62,814 -42.86% Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 83,643 6,927 1.73% — 226 +83,643 New Q4 2025 Feb 11, 2026
Crossmark Global Holdings, Inc. History Added to 82,625 6,843 0.1% 0.08% 227 +18,640 29.13% Q4 2025 Feb 03, 2026
SevenBridge Financial Group, LLC History Added to 82,230 6,814 1.1% 1.08% 228 +3,324 4.21% Q4 2025 Feb 02, 2026
Midwest Heritage Bank, FSB History Added to 81,947 6,786 2.34% 2.3% 229 +3,791 4.85% Q4 2025 Feb 04, 2026
Independent Solutions Wealth Management, LLC History Reduced 80,827 6,694 1.23% 1.25% 230 -3,943 -4.65% Q4 2025 Feb 05, 2026
Bulltick Wealth Management, LLC History Added to 80,485 6,665 1.42% 1.1% 231 +24,191 42.97% Q4 2025 Feb 17, 2026
SYNTAX RESEARCH, INC. History Reduced 79,015 6,543 4.04% 4.52% 233 -5,823 -6.86% Q4 2025 Feb 02, 2026
Boltwood Capital Management History Added to 79,010 6,543 1.7% 1.69% 232 +2,314 3.02% Q4 2025 Jan 02, 2026
Perigon Wealth Management, LLC History Reduced 78,896 6,534 0.12% 0.16% 234 -13,461 -14.57% Q4 2025 Jan 16, 2026
Sugar Maple Asset Management, LLC History Added to 78,326 6,486 4.36% 4.29% 235 +6,123 8.48% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 78,084 6,466 0.12% 0.12% 236 +3,693 4.96% Q4 2025 Feb 12, 2026
GTS SECURITIES LLC History New 77,991 6,459 0.22% — 237 +77,991 New Q4 2025 Feb 13, 2026
Kooman & Associates History Added to 77,955 6,456 1.91% 1.91% 238 +3,449 4.63% Q4 2025 Jan 23, 2026
Bouvel Investment Partners, LLC History Added to 77,804 6,443 1.86% 1.88% 239 +3,860 5.22% Q4 2025 Jan 23, 2026
Cerro Pacific Wealth Advisors LLC History Added to 76,796 6,360 1.71% 1.68% 240 +2,921 3.95% Q4 2025 Feb 02, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 75,943 6,289 5.24% 5.79% 241 -8,878 -10.47% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 75,554 6,257 0.08% 0.08% 242 -332 -0.44% Q4 2025 Jan 29, 2026
Cerity Partners OCIO LLC History Reduced 75,505 6,253 0.35% 0.37% 243 -12,938 -14.63% Q4 2025 Feb 11, 2026
American Wealth Advisors, LLC History Reduced 75,218 6,229 6.12% 6.39% 244 -2,687 -3.45% Q4 2025 Jan 26, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 74,946 6,207 1.56% 1.49% 245 -3,048 -3.91% Q4 2025 Feb 06, 2026
Bison Wealth, LLC History New 73,617 6,059 0.68% — 246 +73,617 New Q4 2025 Mar 24, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 72,738 6,024 0.13% 0.12% 247 +5,643 8.41% Q4 2025 Feb 18, 2026
Strategic Blueprint, LLC History Added to 72,418 5,997 0.35% 0.25% 248 +4,167 6.11% Q4 2025 Jan 30, 2026
BRADY FAMILY WEALTH, LLC History Added to 71,897 5,954 1.84% 1.67% 249 +6,920 10.65% Q4 2025 Jan 07, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 71,831 5,949 0.01% 0.01% 250 -30,564 -29.85% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 71,827 5,948 0.07% 0.07% 251 -6,912 -8.78% Q4 2025 Feb 02, 2026
Capasso Planning Partners LLC History Added to 71,242 5,900 3.23% 3.37% 252 +4,932 7.44% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Added to 70,666 5,852 0.26% 0.24% 253 +343 0.49% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 70,454 5,835 0.36% 0.34% 254 +47,552 207.63% Q4 2025 Feb 10, 2026
Glenview Trust Co History Reduced 70,086 5,804 0.09% 0.09% 255 -981 -1.38% Q4 2025 Feb 09, 2026
Able Wealth Management LLC History Added to 69,825 5,782 1.83% 0.1% 256 +66,652 2100.6% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Reduced 69,573 5,762 0.05% 0.06% 257 -1,840 -2.58% Q4 2025 Feb 17, 2026
Modus Advisors, LLC History Added to 69,489 5,755 1.52% 1.56% 258 +238 0.34% Q4 2025 Feb 11, 2026
ARVEST INVESTMENTS, INC. History Added to 69,394 5,747 0.81% 0.82% 259 +156 0.23% Q4 2025 Jan 20, 2026
Koa Wealth Management, LLC History Added to 69,049 5,718 3.93% 4.1% 260 +2,403 3.61% Q4 2025 Jan 29, 2026
Thayer Partners, LLC / MA History New 68,668 5,687 2.77% — 261 +68,668 New Q4 2025 Feb 05, 2026
Biltmore Family Office, LLC History Reduced 68,311 5,657 0.78% 0.81% 262 -468 -0.68% Q4 2025 Feb 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 68,292 5,655 0.08% 0.07% 263 +8,751 14.7% Q4 2025 Jan 30, 2026
Great Lakes Retirement, Inc. History Added to 68,280 5,654 0.59% 0.59% 264 +2,934 4.49% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 67,862 5,620 0.05% 0.05% 265 -2,740 -3.88% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 67,538 5,593 0.23% 0.26% 266 -7,534 -10.04% Q4 2025 Feb 09, 2026
Checchi Capital Advisers, LLC History Reduced 66,273 5,488 0.28% 0.29% 267 -2,016 -2.95% Q4 2025 Jan 27, 2026
BLAIR WILLIAM & CO/IL History Added to 66,246 5,486 0.01% 0.01% 268 +5,208 8.53% Q4 2025 Feb 17, 2026
Gemmer Asset Management LLC History Reduced 65,511 5,425 0.42% 0.45% 269 -1,965 -2.91% Q4 2025 Jan 23, 2026
FIDELITY D & D BANCORP INC History Added to 63,831 5,286 2.28% 2.35% 270 +12,506 24.37% Q4 2025 Feb 09, 2026
Sterling Manor Financial, LLC History Added to 62,941 5,212 3.25% 3.26% 271 +609 0.98% Q4 2025 Jan 07, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 62,710 5,193 0.15% 0.13% 272 +8,904 16.55% Q4 2025 Feb 13, 2026
Elevate Capital Advisors, LLC History New 62,390 5,167 3.42% — 273 +62,390 New Q4 2025 Jan 23, 2026
STOCK YARDS BANK & TRUST CO History Reduced 62,266 5,156 0.16% 0.19% 274 -9,873 -13.69% Q4 2025 Jan 21, 2026
Banco Santander, S.A. History New 62,227 5,153 0.04% — 275 +62,227 New Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 62,222 5,153 0.24% 0.26% 276 -2,150 -3.34% Q4 2025 Feb 13, 2026
Efficient Advisors, LLC History Reduced 62,009 5,135 0.3% 0.35% 277 -13,688 -18.08% Q4 2025 Jan 21, 2026
One Day In July LLC History Added to 61,841 5,121 0.42% 0.39% 278 +6,338 11.42% Q4 2025 Feb 04, 2026
Van Hulzen Asset Management, LLC History Reduced 61,710 5,110 0.38% 0.41% 279 -4,235 -6.42% Q4 2025 Feb 06, 2026
Well Done, LLC History Added to 61,693 5,109 0.76% 0.78% 280 +6,546 11.87% Q4 2025 Jan 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 61,430 5,091 0.11% 0.12% 281 -769 -1.24% Q4 2025 Jan 08, 2026
Snowden Capital Advisors LLC History Reduced 60,722 5,029 0.13% 0.15% 282 -3,971 -6.14% Q4 2025 Feb 17, 2026
SEMITAM BONAM LLC History Added to 58,792 4,869 4.05% 4.08% 283 +3,775 6.86% Q4 2025 Jan 20, 2026
Edgestream Partners, L.P. History Reduced 58,580 4,851 0.14% 0.24% 284 -42,120 -41.83% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History New 57,832 4,791 0.14% — 285 +57,832 New Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 57,126 4,731 1.48% 0.08% 286 +54,313 1930.79% Q4 2025 Jan 07, 2026
Aries Wealth Management History Added to 56,970 4,718 1.04% 0.82% 287 +15,195 36.37% Q4 2025 Jan 30, 2026
MFA Wealth Services History Added to 56,423 4,672 3.16% 3.12% 288 +1,992 3.66% Q4 2025 Jan 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 56,182 4,653 0.08% 0.14% 289 -24,933 -30.74% Q4 2025 Feb 19, 2026
SigFig Wealth Management, LLC History Added to 55,966 4,633 0.14% 0.14% 290 +1,462 2.68% Q4 2025 Jan 16, 2026
Allianz Asset Management GmbH History Reduced 55,841 4,624 0.0% 0.01% 291 -66,547 -54.37% Q4 2025 Feb 11, 2026
Stonebridge Financial Group, LLC History Added to 55,738 4,616 0.39% 0.33% 292 +10,729 23.84% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 55,714 4,614 0.02% — 293 +55,714 New Q4 2025 Feb 13, 2026
MinichMacGregor Wealth Management, LLC History Added to 55,458 4,593 0.83% 0.87% 294 +1,724 3.21% Q4 2025 Feb 17, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 54,937 4,549 1.25% 1.5% 295 -11,572 -17.4% Q4 2025 Feb 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 54,821 4,541 0.0% — 296 +54,821 New Q4 2025 Feb 13, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 54,000 4,526 3.61% 3.77% 297 -2,642 -4.66% Q4 2025 Feb 12, 2026
Prepared Retirement Institute LLC History Reduced 54,214 4,489 2.26% 2.4% 298 -1,376 -2.48% Q4 2025 Jan 29, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 53,321 4,416 0.25% 0.26% 299 +2,938 5.83% Q4 2025 Feb 04, 2026
AUA CAPITAL MANAGEMENT, LLC History Reduced 53,136 4,400 2.21% 2.48% 300 -120 -0.23% Q4 2025 Jan 23, 2026
Crescent Grove Advisors, LLC History Reduced 52,184 4,321 0.4% 0.42% 301 -919 -1.73% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 51,779 4,288 0.32% 0.31% 302 +6,693 14.84% Q4 2025 Jan 07, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 51,432 4,259 1.42% 1.46% 303 -998 -1.9% Q4 2025 Jan 22, 2026
WESCAP Management Group, Inc. History Added to 50,190 4,156 0.84% 0.81% 304 +3,915 8.46% Q4 2025 Feb 11, 2026
HCR Wealth Advisors History Reduced 49,697 4,115 0.41% 0.47% 305 -4,615 -8.5% Q4 2025 Jan 27, 2026
Beacon Pointe Advisors, LLC History Added to 49,603 4,108 0.03% 0.02% 306 +20,170 68.53% Q4 2025 Feb 18, 2026
Shira Ridge Wealth Management History Added to 49,571 4,105 1.65% 1.48% 307 +7,634 18.2% Q4 2025 Jan 12, 2026
CAMBIAR INVESTORS LLC History Added to 49,242 4,078 0.18% 0.09% 308 +24,811 101.56% Q4 2025 Jan 23, 2026
FRANKLIN RESOURCES INC History Added to 48,601 4,025 0.0% 0.0% 309 +97 0.2% Q4 2025 Feb 11, 2026
DOCK STREET ASSET MANAGEMENT INC History Reduced 47,426 3,927 0.36% 0.82% 310 -65,451 -57.98% Q4 2025 Jan 15, 2026
JGP Wealth Management, LLC History Added to 47,039 3,895 0.41% 0.35% 311 +8,936 23.45% Q4 2025 Jan 12, 2026
Martin Capital Partners, LLC History Reduced 46,613 3,860 1.45% 1.53% 312 -816 -1.72% Q4 2025 Jan 06, 2026
Parallel Advisors, LLC History Added to 46,604 3,859 0.07% 0.07% 313 +2,603 5.92% Q4 2025 Feb 11, 2026
Corecam Pte. Ltd. History New 46,269 3,831 1.99% — 314 +46,269 New Q4 2025 Mar 02, 2026
Welch Group, LLC History Added to 45,614 3,777 0.15% 0.12% 315 +7,065 18.33% Q4 2025 Jan 26, 2026
Compound Planning, Inc. History Added to 44,998 3,726 0.11% 0.12% 316 +579 1.3% Q4 2025 Feb 19, 2026
Connecticut Wealth Management, LLC History New 44,467 3,682 0.16% — 317 +44,467 New Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Added to 44,408 3,677 0.09% 0.07% 318 +10,857 32.36% Q4 2025 Feb 17, 2026
Oxbow Advisors, LLC History Added to 43,739 3,622 0.32% 0.05% 319 +36,889 538.53% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Reduced 43,506 3,603 0.01% 0.01% 320 -7,043 -13.93% Q4 2025 Feb 12, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 43,184 3,576 0.3% 0.23% 321 +11,380 35.78% Q4 2025 Feb 09, 2026
Topel & Distasi Wealth Management, LLC History Added to 43,166 3,575 1.75% 1.72% 322 +1,064 2.53% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 42,645 3,531 0.0% 0.0% 323 -4,529 -9.6% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Added to 42,466 3,517 0.59% 0.54% 324 +4,661 12.33% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Reduced 42,369 3,509 0.07% 0.09% 325 -716 -1.66% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 42,153 3,491 0.1% 0.02% 326 +33,254 373.68% Q4 2025 Jan 20, 2026
Winch Advisory Services, LLC History Reduced 41,611 3,446 0.76% 0.78% 327 -53 -0.13% Q4 2025 Feb 03, 2026
Trek Financial, LLC History Reduced 41,597 3,445 0.2% 0.21% 328 -1,009 -2.37% Q4 2025 Feb 04, 2026
Gallagher Fiduciary Advisors, LLC History Added to 40,948 3,391 0.11% 0.08% 329 +14,999 57.8% Q4 2025 Feb 17, 2026
BFSG, LLC History Added to 40,929 3,389 0.33% 0.32% 330 +1,327 3.35% Q4 2025 Jan 22, 2026
FIFTH THIRD SECURITIES, INC. History Added to 40,864 3,384 0.22% 0.13% 331 +18,099 79.5% Q4 2025 Jan 23, 2026
PEOPLES BANK /OH History Reduced 40,829 3,381 2.1% 2.16% 332 -1,571 -3.71% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 40,684 3,369 0.01% — 333 +40,684 New Q4 2025 Feb 05, 2026
Global Endowment Management, LP History No change 40,000 3,313 0.41% 0.42% 334 0 0.0% Q4 2025 Feb 13, 2026
All Terrain Financial Advisors, LLC History Added to 39,847 3,300 0.76% 0.81% 335 +658 1.68% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 39,685 3,286 0.11% 0.14% 336 -8,966 -18.43% Q4 2025 Feb 06, 2026
Apella Capital, LLC History Reduced 39,664 3,284 0.06% 0.09% 337 -9,538 -19.39% Q4 2025 Jan 21, 2026
Perfromance Wealth Partners, LLC History Reduced 39,502 3,271 0.09% 0.09% 338 -4 -0.01% Q4 2025 Jan 21, 2026
INVESTMENT HOUSE LLC History Reduced 39,454 3,267 0.16% 0.17% 339 -3,607 -8.38% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Reduced 39,361 3,259 0.05% 0.05% 340 -671 -1.68% Q4 2025 Feb 12, 2026
Flagship Private Wealth, LLC History Added to 39,260 3,251 1.28% 1.3% 341 +353 0.91% Q4 2025 Feb 04, 2026
DSG Capital Advisors, LLC History Reduced 39,070 3,235 0.49% 0.92% 342 -30,184 -43.58% Q4 2025 Jan 27, 2026
Strata Wealth Advisors, LLC History Reduced 39,009 3,230 0.9% 0.88% 343 -1,029 -2.57% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Added to 38,797 3,213 0.28% 0.27% 344 +3,086 8.64% Q4 2025 Feb 12, 2026
Rothschild Wealth LLC History Reduced 38,600 3,196 0.31% 0.74% 345 -2,278 -5.57% Q4 2025 Feb 17, 2026
Park Edge Advisors, LLC History Reduced 38,534 3,191 0.72% 1.84% 346 -57,376 -59.82% Q4 2025 Jan 16, 2026
Keel Point, LLC History Added to 38,398 3,180 0.19% 0.2% 347 +142 0.37% Q4 2025 Feb 12, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 38,295 3,173 0.5% 0.53% 348 -701 -1.8% Q4 2025 Jan 08, 2026
NWAM LLC History Reduced 38,017 3,149 0.18% 0.17% 349 -115 -0.3% Q4 2025 Feb 04, 2026
COMMERCE BANK History Added to 37,927 3,141 0.02% 0.02% 350 +5,320 16.32% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 37,508 3,112 0.02% 0.05% 351 -47,260 -55.75% Q4 2025 Feb 17, 2026
Investment Advisory Group, LLC History Added to 37,497 3,105 0.8% 0.81% 352 +1,610 4.49% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Reduced 37,025 3,066 0.03% 0.24% 353 -203,755 -84.62% Q4 2025 Jan 20, 2026
Hudock, Inc. History Added to 36,547 3,026 0.45% 0.37% 354 +7,184 24.47% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Reduced 36,475 3,020 0.06% 0.06% 355 -537 -1.45% Q4 2025 Jan 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 36,452 3,019 0.04% 0.08% 356 -48,667 -57.18% Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Added to 36,393 3,014 1.07% 1.0% 357 +1,288 3.67% Q4 2025 Jan 30, 2026
Essential Planning, LLC. History Reduced 36,132 2,992 0.95% 1.15% 359 -4,105 -10.2% Q4 2025 Jan 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 36,128 2,992 0.1% 0.1% 358 +695 1.96% Q4 2025 Feb 13, 2026
Private Advisory Group LLC History Added to 36,102 2,989 0.23% 0.23% 360 +2,448 7.27% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 36,070 2,987 0.05% 0.16% 361 -64,358 -64.08% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 35,584 2,947 0.16% 0.16% 362 +1,623 4.78% Q4 2025 Feb 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 35,570 2,945 1.09% 1.1% 363 +364 1.03% Q4 2025 Feb 17, 2026
Peak Asset Management, LLC History Reduced 35,511 2,940 0.5% 0.52% 364 -335 -0.93% Q4 2025 Feb 05, 2026
American Investment Services, Inc. History Reduced 35,216 2,916 0.68% 0.72% 365 -678 -1.89% Q4 2025 Feb 13, 2026
SpringVest Wealth Management LLC History Added to 34,939 2,893 2.02% 1.14% 366 +16,273 87.18% Q4 2025 Jan 23, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 34,725 2,875 0.87% 0.89% 367 +414 1.21% Q4 2025 Jan 30, 2026
CPR Investments Inc. History Reduced 34,654 2,870 1.93% 2.77% 369 -13,909 -28.64% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 34,663 2,870 0.09% 0.1% 368 -3,662 -9.56% Q4 2025 Feb 13, 2026
Blue Fin Capital, Inc. History Added to 34,585 2,864 0.44% 0.42% 370 +2,032 6.24% Q4 2025 Jan 23, 2026
Argyle Capital Partners, LLC History Added to 34,190 2,831 2.07% 1.94% 371 +1,606 4.93% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 34,011 2,816 0.07% 0.07% 372 +759 2.28% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 33,673 2,788 0.05% 0.06% 373 +740 2.25% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History Reduced 33,275 2,755 0.44% 0.44% 374 -18 -0.05% Q4 2025 Jan 23, 2026
Wick Capital Partners, LLC History Added to 32,845 2,720 0.49% 0.63% 375 +887 2.78% Q4 2025 Mar 02, 2026
Single Point Partners, LLC History Reduced 32,714 2,709 0.54% 0.56% 376 -644 -1.93% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Reduced 32,486 2,690 0.02% 0.02% 377 -841 -2.52% Q4 2025 Jan 26, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 32,160 2,663 1.52% 1.51% 378 +1,278 4.14% Q4 2025 Jan 15, 2026
EPG Wealth Management LLC History Added to 31,980 2,648 0.71% 0.7% 379 +1,275 4.15% Q4 2025 Jan 28, 2026
Chesley Taft & Associates LLC History Added to 31,960 2,646 0.1% 0.11% 380 +605 1.93% Q4 2025 Jan 14, 2026
Composition Wealth, LLC History Added to 31,932 2,644 0.04% 0.03% 381 +6,226 24.22% Q4 2025 Feb 02, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 31,885 2,640 0.08% 0.09% 382 -5,648 -15.05% Q4 2025 Feb 12, 2026
Noble Family Wealth, LLC History Added to 31,745 2,629 0.55% 0.53% 383 +3,008 10.47% Q4 2025 Jan 07, 2026
Vernal Point Advisors, LLC History No change 31,705 2,625 1.08% 1.13% 384 0 0.0% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Added to 31,666 2,622 0.7% 0.68% 385 +1,929 6.49% Q4 2025 Jan 09, 2026
Black Swift Group, LLC History Reduced 29,900 2,621 0.44% 0.53% 386 -6,040 -16.81% Q4 2025 Feb 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 31,105 2,576 1.61% 1.79% 387 -1,738 -5.29% Q4 2025 Feb 24, 2026
Jump Financial, LLC History Added to 30,879 2,557 0.03% 0.02% 388 +14,246 85.65% Q4 2025 Feb 17, 2026
Archford Capital Strategies, LLC History Added to 30,862 2,555 0.3% 0.3% 389 +338 1.11% Q4 2025 Jan 15, 2026
Counterweight Ventures, LLC History Added to 30,782 2,549 1.43% 1.35% 390 +3,040 10.96% Q4 2025 Jan 15, 2026
COFG Advisors, LLC History New 30,618 2,535 0.63% — 391 +30,618 New Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 30,593 2,533 0.09% 0.14% 392 +4,903 19.09% Q4 2025 Feb 04, 2026
WEDBUSH SECURITIES INC History Added to 30,501 2,526 0.07% 0.08% 393 +1,376 4.72% Q4 2025 Feb 12, 2026
Sequent Planning LLC History Added to 30,321 2,511 0.64% 0.66% 394 +2,226 7.92% Q4 2025 Feb 05, 2026
Tillman Hartley LLC History Reduced 30,208 2,501 0.63% 0.65% 395 -267 -0.88% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Reduced 30,124 2,494 0.0% 0.01% 396 -7,381 -19.68% Q4 2025 Feb 10, 2026
Irenic Capital Management LP History No change 30,000 2,484 0.17% 0.26% 397 0 0.0% Q4 2025 Feb 17, 2026
SYKON CAPITAL LLC History Reduced 29,961 2,481 0.8% 1.11% 398 -10,221 -25.44% Q4 2025 Feb 12, 2026
IF Advisors, LLC History New 29,855 2,472 2.01% — 399 +29,855 New Q4 2025 Feb 10, 2026
VestGen Advisors, LLC History Added to 29,839 2,471 0.11% 0.03% 400 +17,226 136.57% Q4 2025 Feb 17, 2026
Rooted Wealth Advisors, Inc. History Added to 29,668 2,454 0.69% 0.6% 401 +5,881 24.72% Q4 2025 Feb 09, 2026
Magnus Financial Group LLC History Reduced 29,621 2,453 0.19% 0.28% 402 -13,196 -30.82% Q4 2025 Jan 07, 2026
Community Bank, N.A. History Added to 29,510 2,443 0.29% 0.29% 403 +264 0.9% Q4 2025 Feb 04, 2026
Laurel Wealth Advisors LLC History Reduced 29,133 2,412 0.32% 0.34% 404 -303 -1.03% Q4 2025 Jan 30, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 29,111 2,410 0.87% 0.95% 405 -1,446 -4.73% Q4 2025 Jan 14, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 28,982 2,400 0.28% 0.26% 406 +2,053 7.62% Q4 2025 Jan 29, 2026
SFG Wealth Management, LLC. History Added to 28,961 2,398 0.94% 1.0% 407 +1,018 3.64% Q4 2025 Feb 03, 2026
INTEGRITY ALLIANCE, LLC. History New 28,951 2,397 0.09% — 408 +28,951 New Q4 2025 Feb 09, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 28,927 2,395 1.02% 1.03% 409 -19 -0.07% Q4 2025 Jan 22, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 28,838 2,388 0.7% 0.73% 410 +494 1.74% Q4 2025 Jan 21, 2026
RMR Wealth Builders History Added to 28,806 2,385 0.19% 0.2% 411 +364 1.28% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 28,633 2,371 0.18% 0.2% 412 -2,104 -6.85% Q4 2025 Jan 29, 2026
May Barnhard Investments LLC History Reduced 28,598 2,368 1.12% 1.26% 413 -4,167 -12.72% Q4 2025 Jan 28, 2026
Traub Capital Management LLC History Added to 28,570 2,366 2.28% 2.31% 414 +391 1.39% Q4 2025 Jan 29, 2026
Entelevest, LLC History New 28,449 2,356 2.36% — 415 +28,449 New Q4 2025 Feb 11, 2026
Liberty Atlantic Advisors LLC History New 28,391 2,351 2.31% — 416 +28,391 New Q4 2025 Feb 03, 2026
New Insight Wealth Advisors History Reduced 28,227 2,337 0.83% 1.09% 417 -6,705 -19.19% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 27,798 2,303 0.09% 0.14% 418 +1,273 4.8% Q4 2025 Feb 13, 2026
PMG Wealth Management, Inc. History Added to 27,722 2,295 1.68% 1.74% 419 +200 0.73% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Added to 30,276 2,285 0.06% 0.04% 420 +3,789 14.31% Q4 2025 Feb 11, 2026
Latko Wealth Management, Ltd. History Added to 27,518 2,279 1.12% 1.0% 421 +3,752 15.79% Q4 2025 Feb 10, 2026
HEADINVEST, LLC History Reduced 27,389 2,268 0.45% 0.54% 422 -4,371 -13.76% Q4 2025 Feb 02, 2026
United Asset Strategies, Inc. History Reduced 27,174 2,250 0.17% 0.19% 423 -875 -3.12% Q4 2025 Jan 28, 2026
Timelo Investment Management Inc. History No change 27,100 2,244 0.8% 0.84% 424 0 0.0% Q4 2025 Feb 13, 2026
Plan Group Financial, LLC History Added to 27,068 2,241 0.58% 0.56% 425 +2,085 8.35% Q4 2025 Feb 03, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 26,728 2,213 1.76% 1.84% 426 -984 -3.55% Q4 2025 Jan 16, 2026
CULLEN/FROST BANKERS, INC. History Added to 26,624 2,205 0.02% 0.02% 427 +8,181 44.36% Q4 2025 Feb 06, 2026
Journey Advisory Group, LLC History Added to 26,625 2,205 0.19% 0.13% 428 +5,625 26.79% Q4 2025 Jan 27, 2026
Rehmann Capital Advisory Group History Added to 26,248 2,173 0.11% 0.12% 429 +102 0.39% Q4 2025 Mar 04, 2026
HB Wealth Management, LLC History Added to 26,115 2,162 0.01% 0.01% 430 +12,832 96.6% Q4 2025 Jan 28, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 26,087 2,160 0.21% 0.28% 431 -6,638 -20.28% Q4 2025 Jan 20, 2026
Expressive Wealth LLC History New 25,933 2,147 2.32% — 432 +25,933 New Q4 2025 Feb 09, 2026
SeaCrest Wealth Management, LLC History New 25,830 2,141 0.22% — 433 +25,830 New Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Added to 25,534 2,114 0.08% 0.08% 434 +589 2.36% Q4 2025 Feb 17, 2026
PACIFIC FINANCIAL GROUP INC History Added to 25,421 2,105 1.17% 1.29% 435 +4,419 21.04% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Added to 25,373 2,101 0.25% 0.27% 436 +26 0.1% Q4 2025 Jan 22, 2026
Financial Engines Advisors L.L.C. History Added to 25,209 2,087 0.0% 0.0% 437 +18,485 274.91% Q4 2025 Feb 12, 2026
Continuum Advisory, LLC History Added to 25,064 2,075 0.21% 0.21% 438 +819 3.38% Q4 2025 Feb 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 25,012 2,071 0.35% — 439 +25,012 New Q4 2025 Feb 12, 2026
J. Safra Sarasin Holding AG History No change 25,000 2,070 0.03% 0.03% 440 0 0.0% Q4 2025 Jan 15, 2026
OLD MISSION CAPITAL LLC History New 24,988 2,069 0.05% — 441 +24,988 New Q4 2025 Feb 17, 2026
Patten Group, Inc. History Reduced 24,972 2,068 0.38% 0.46% 442 -3,545 -12.43% Q4 2025 Jan 23, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 24,962 2,067 0.14% 0.14% 443 +913 3.8% Q4 2025 Jan 07, 2026
Penobscot Investment Management Company, Inc. History No change 24,925 2,064 0.16% 0.16% 444 0 0.0% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Reduced 24,886 2,061 0.03% 0.05% 445 -7,966 -24.25% Q4 2025 Feb 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 24,787 2,052 0.46% 0.38% 446 +5,034 25.48% Q4 2025 Jan 12, 2026
GWN SECURITIES INC. History Added to 24,720 2,047 0.41% 0.41% 447 +3,201 14.88% Q4 2025 Feb 11, 2026
LFA - Lugano Financial Advisors SA History Added to 24,548 2,033 1.05% 1.06% 448 +159 0.65% Q4 2025 Jan 29, 2026
Bright Futures Wealth Management, LLC. History Reduced 24,534 2,031 1.5% 1.84% 449 -3,841 -13.54% Q4 2025 Feb 05, 2026
Mascoma Wealth Management LLC History Added to 24,522 2,030 0.44% 0.43% 450 +750 3.15% Q4 2025 Feb 04, 2026
McKinley Carter Wealth Services, Inc. History New 24,494 2,028 0.11% — 451 +24,494 New Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Reduced 24,434 2,023 0.01% 0.01% 452 -272 -1.1% Q4 2025 Feb 03, 2026
NTV ASSET MANAGEMENT LLC History Added to 24,245 2,007 0.21% 0.21% 453 +747 3.18% Q4 2025 Jan 20, 2026
Golden State Equity Partners History Reduced 24,201 2,004 0.32% 0.62% 454 -20,212 -45.51% Q4 2025 Jan 29, 2026
Realta Investment Advisors History Added to 24,111 1,996 0.65% 0.66% 455 +427 1.8% Q4 2025 Jan 20, 2026
Mount Lucas Management LP History Reduced 24,034 1,990 0.8% 1.13% 456 -9,074 -27.41% Q4 2025 Feb 05, 2026
Integras Partners LLC History Added to 23,852 1,975 1.6% 1.51% 457 +1,284 5.69% Q4 2025 Jan 29, 2026
Haverford Trust Co History Reduced 23,694 1,962 0.02% 0.02% 458 -298 -1.24% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 23,634 1,957 0.19% 0.21% 459 -2,442 -9.36% Q4 2025 Feb 23, 2026
FIRST HORIZON CORP History Reduced 23,517 1,947 0.09% 0.1% 460 -1,987 -7.79% Q4 2025 Jan 27, 2026
Virtue Capital Management, LLC History Added to 12,948 1,943 0.3% 0.1% 461 +3,606 38.6% Q4 2025 Feb 18, 2026
Cresset Asset Management, LLC History Added to 23,408 1,938 0.01% 0.01% 462 +678 2.98% Q4 2025 Feb 17, 2026
Cooper Financial Group History Added to 23,389 1,937 0.21% 0.13% 464 +9,349 66.59% Q4 2025 Jan 08, 2026
StoneX Group Inc. History Added to 23,393 1,937 0.08% 0.08% 463 +1,288 5.83% Q4 2025 Feb 12, 2026
Stratos Wealth Advisors, LLC History Reduced 23,377 1,936 0.09% 0.18% 465 -22,507 -49.05% Q4 2025 Jan 20, 2026
FIDUCIARY TRUST CO History Reduced 23,309 1,930 0.02% 0.03% 466 -7,514 -24.38% Q4 2025 Feb 13, 2026
K.J. Harrison & Partners Inc History Added to 23,309 1,930 0.26% 0.27% 467 +109 0.47% Q4 2025 Feb 03, 2026
First Heartland Consultants, Inc. History Added to 23,175 1,919 0.15% 0.14% 468 +2,594 12.6% Q4 2025 Jan 09, 2026
Howard Capital Management Inc. History Added to 23,182 1,919 0.02% 0.03% 469 +372 1.63% Q4 2025 Jan 23, 2026
Discipline Wealth Solutions, LLC History Added to 23,144 1,916 0.36% 0.34% 471 +7,482 47.77% Q4 2025 Jan 26, 2026
Whitcomb & Hess, Inc. History Reduced 23,129 1,916 0.45% 0.5% 470 -292 -1.25% Q4 2025 Jan 14, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 23,035 1,907 1.42% 1.54% 472 -397 -1.69% Q4 2025 Jan 14, 2026
Regal Investment Advisors LLC History Reduced 22,832 1,890 0.11% 0.21% 473 -15,584 -40.57% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 22,759 1,884 0.06% 0.06% 474 -361 -1.56% Q4 2025 Jan 06, 2026
Union Bancaire Privee, UBP SA History No change 22,558 1,868 0.02% 0.03% 475 0 0.0% Q4 2025 Jan 05, 2026
EFG International AG History New 22,517 1,864 0.04% — 476 +22,517 New Q4 2025 Feb 17, 2026
Financial Harvest, LLC History Added to 22,487 1,862 1.15% 1.07% 478 +3,355 17.54% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 22,494 1,862 0.12% 0.13% 477 +849 3.92% Q4 2025 Feb 11, 2026
WHI TRUST Co LLC History New 22,480 1,861 1.43% — 479 +22,480 New Q4 2025 Feb 05, 2026
4J Wealth Management LLC History Reduced 22,394 1,854 1.06% 1.14% 480 -1,068 -4.55% Q4 2025 Jan 15, 2026
Main Management LLC History Added to 22,183 1,837 0.13% 0.13% 481 +1,120 5.32% Q4 2025 Feb 10, 2026
Midwest Professional Planners, LTD. History Added to 22,126 1,832 0.43% 0.43% 482 +654 3.05% Q4 2025 Feb 06, 2026
FIRST COMMUNITY TRUST NA History Reduced 22,111 1,831 1.37% 1.47% 483 -776 -3.39% Q4 2025 Jan 16, 2026
NewEdge Wealth, LLC History Added to 22,088 1,829 0.02% 0.03% 484 +59 0.27% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 22,029 1,824 0.02% 0.02% 485 +2,989 15.7% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Reduced 21,984 1,820 0.01% 0.03% 486 -26,051 -54.23% Q4 2025 Jan 27, 2026
Tower Wealth Partners, Inc. History Added to 21,921 1,815 1.0% 0.86% 487 +3,055 16.19% Q4 2025 Jan 16, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 21,769 1,802 0.71% — 488 +21,769 New Q4 2025 Jan 15, 2026
Midwest Trust Co History Added to 21,716 1,798 0.02% 0.02% 489 +2,566 13.4% Q4 2025 Feb 04, 2026
NVWM, LLC History Added to 21,690 1,796 0.39% 0.39% 490 +778 3.72% Q4 2025 Jan 20, 2026
TriaGen Wealth Management LLC History Added to 21,636 1,791 0.46% 0.47% 491 +20 0.09% Q4 2025 Jan 27, 2026
Boston Partners History Added to 21,606 1,789 0.0% 0.0% 492 +5,432 33.58% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 21,245 1,759 0.08% 0.08% 493 -608 -2.78% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History Reduced 21,171 1,753 0.49% 0.87% 494 -16,553 -43.88% Q4 2025 Feb 06, 2026
EQ LLC History Added to 21,002 1,739 0.5% 0.32% 495 +9,590 84.03% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Reduced 21,008 1,739 0.05% 0.06% 496 -4,317 -17.05% Q4 2025 Feb 02, 2026
AGH Wealth Advisors, LLC History Reduced 20,789 1,722 1.29% 1.38% 497 -1,844 -8.15% Q4 2025 Feb 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 20,600 1,706 0.13% 0.17% 498 -8,184 -28.43% Q4 2025 Jan 23, 2026
Pacific Point Advisors, LLC History Added to 20,547 1,701 0.91% 0.81% 499 +3,863 23.15% Q4 2025 Jan 21, 2026
PFG Investments, LLC History Reduced 20,468 1,695 0.08% 0.1% 501 -1,650 -7.46% Q4 2025 Jan 26, 2026
Roundview Capital LLC History Reduced 20,477 1,695 0.1% 0.11% 500 -459 -2.19% Q4 2025 Feb 09, 2026
William Howard & Co Financial Advisors Inc History Added to 20,461 1,694 1.43% 1.44% 502 +52 0.25% Q4 2025 Jan 21, 2026
Voya Financial Advisors, Inc. History Reduced 20,417 1,691 0.16% 0.18% 503 -2,435 -10.66% Q4 2025 Feb 13, 2026
DAVIS-REA LTD. History Reduced 20,415 1,690 0.42% 0.54% 504 -6,415 -23.91% Q4 2025 Jan 28, 2026
Finer Wealth Management, Inc. History New 20,341 1,684 0.81% — 505 +20,341 New Q4 2025 Jan 21, 2026
Enclave Advisors LLC History Reduced 20,089 1,663 0.24% 0.77% 506 -40,581 -66.89% Q4 2025 Jan 14, 2026
CAPITAL COUNSEL LLC/NY History Added to 19,800 1,639 0.06% 0.04% 507 +6,625 50.28% Q4 2025 Feb 12, 2026
SeaBridge Investment Advisors LLC History Reduced 19,738 1,634 0.27% 0.27% 508 -193 -0.97% Q4 2025 Jan 26, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 19,630 1,625 0.16% 0.17% 509 +389 2.02% Q4 2025 Jan 27, 2026
Invesco Ltd. History Reduced 19,620 1,624 0.0% 0.0% 510 -440 -2.19% Q4 2025 Feb 19, 2026
Legacy Wealth Asset Management, LLC History Added to 19,596 1,622 0.4% 0.37% 511 +1,286 7.02% Q4 2025 Jan 12, 2026
Towercrest Capital Management History Added to 19,560 1,619 0.26% 0.24% 512 +1,297 7.1% Q4 2025 Jan 21, 2026
GUIDANCE CAPITAL, INC History Added to 19,532 1,617 0.4% 0.16% 513 +12,298 170.0% Q4 2025 Jan 23, 2026
Acorn Wealth Advisors, LLC History Reduced 19,446 1,610 0.48% 0.53% 514 -988 -4.84% Q4 2025 Feb 10, 2026
TRUE Private Wealth Advisors History Reduced 19,289 1,597 0.16% 0.18% 515 -1,913 -9.02% Q4 2025 Feb 13, 2026
Milestones Private Investment Advisors LLC History Reduced 19,122 1,583 1.09% 1.14% 516 -963 -4.79% Q4 2025 Jan 26, 2026
CHOREO, LLC History Reduced 18,839 1,560 0.02% 0.02% 517 -2,396 -11.28% Q4 2025 Jan 23, 2026
Maxele Advisors, LLC History Reduced 18,778 1,555 1.26% 1.35% 518 -34 -0.18% Q4 2025 Feb 05, 2026
Freestate Advisors LLC History Reduced 18,483 1,530 1.24% 1.31% 519 -373 -1.98% Q4 2025 Jan 12, 2026
Wealthspire Advisors, LLC History Reduced 18,392 1,523 0.01% 0.02% 520 -18,938 -50.73% Q4 2025 Feb 13, 2026
King Wealth Management Group History Reduced 18,338 1,519 0.18% 0.19% 521 -317 -1.7% Q4 2025 Feb 09, 2026
Tactive Advisors, LLC History Reduced 18,145 1,502 0.44% 0.44% 522 -631 -3.36% Q4 2025 Jan 09, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 17,860 1,479 0.0% 0.0% 523 -286 -1.58% Q4 2025 Feb 17, 2026
WLTH Capital Management, LLC History New 17,804 1,478 1.14% — 524 +17,804 New Q4 2025 Feb 24, 2026
AQR CAPITAL MANAGEMENT LLC History New 17,813 1,475 0.0% — 525 +17,813 New Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 17,599 1,457 0.04% 0.04% 526 -1,025 -5.5% Q4 2025 Jan 28, 2026
Investment Research Partners LLC History Added to 17,546 1,453 0.62% 0.6% 527 +1,379 8.53% Q4 2025 Feb 12, 2026
Charter Oak Capital Management, LLC History Reduced 17,530 1,451 0.11% 0.18% 528 -10,369 -37.17% Q4 2025 Jan 23, 2026
Robinson Value Management, Ltd. History Added to 17,475 1,447 0.78% 0.84% 529 +113 0.65% Q4 2025 Jan 12, 2026
Squarepoint Ops LLC History Added to 17,306 1,433 0.0% 0.0% 530 +6,912 66.5% Q4 2025 Feb 13, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 17,310 1,433 0.49% 0.52% 531 +1,248 7.77% Q4 2025 Jan 08, 2026
Savvy Advisors, Inc. History New 17,267 1,430 0.05% — 532 +17,267 New Q4 2025 Jan 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 17,057 1,412 0.07% 0.09% 533 +1,569 10.13% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 16,893 1,399 0.0% 0.0% 534 +5,280 45.47% Q4 2025 Feb 05, 2026
Bienville Capital Management, LLC History New 16,805 1,391 0.22% — 535 +16,805 New Q4 2025 Feb 17, 2026
Markin Asset Management, LP History New 16,787 1,390 1.53% — 536 +16,787 New Q4 2025 Feb 13, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 16,748 1,388 0.2% 0.22% 537 +8,383 100.22% Q4 2025 Jan 07, 2026
GLOBALT Investments LLC / GA History Reduced 16,750 1,387 0.05% 0.05% 538 -205 -1.21% Q4 2025 Feb 06, 2026
Element Wealth, LLC History Added to 16,584 1,373 0.57% 0.54% 539 +1,605 10.72% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 16,496 1,366 0.04% 0.02% 540 +5,143 45.3% Q4 2025 Feb 03, 2026
Chemistry Wealth Management LLC History Reduced 16,500 1,366 0.26% 0.27% 541 -78 -0.47% Q4 2025 Jan 06, 2026
Legacy Wealth Partners, LLC History New 16,477 1,364 0.35% — 542 +16,477 New Q4 2025 Feb 17, 2026
Stronghold Wealth Management L.L.C. History New 16,297 1,349 1.99% — 543 +16,297 New Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 16,261 1,346 0.01% 0.01% 544 +3,397 26.41% Q4 2025 Feb 02, 2026
Ruggiero Investments, Inc. History New 16,226 1,343 1.21% — 545 +16,226 New Q4 2025 Feb 12, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 16,207 1,342 0.04% 0.04% 546 -1,980 -10.89% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Reduced 16,184 1,340 0.05% 0.06% 547 -1,231 -7.07% Q4 2025 Jan 27, 2026
WEST PACES ADVISORS INC. History Reduced 16,177 1,339 0.26% 0.49% 548 -13,561 -45.6% Q4 2025 Jan 21, 2026
ROCKLAND TRUST CO History Reduced 16,163 1,338 0.05% 0.12% 549 -19,383 -54.53% Q4 2025 Jan 15, 2026
DEUTSCHE BANK AG\ History Reduced 16,090 1,332 0.0% 0.0% 550 -11 -0.07% Q4 2025 Feb 11, 2026
Platform Technology Partners History Reduced 16,039 1,328 0.28% 0.38% 551 -3,240 -16.81% Q4 2025 Feb 13, 2026
Brightwater Advisory LLC History Added to 15,990 1,324 0.89% 0.91% 552 +48 0.3% Q4 2025 Feb 12, 2026
NDWM LLC History Reduced 15,828 1,310 0.87% 0.9% 553 -143 -0.9% Q4 2025 Feb 05, 2026
Evelyn Partners Asset Management Ltd History Added to 15,762 1,305 0.31% 0.26% 554 +1,955 14.16% Q4 2025 Feb 13, 2026
St. James Investment Company, LLC History Added to 15,715 1,301 0.21% 0.2% 555 +300 1.95% Q4 2025 Feb 04, 2026
Crews Bank & Trust History Reduced 15,634 1,294 0.19% 0.19% 556 -280 -1.76% Q4 2025 Jan 21, 2026
Coastal Bridge Advisors, LLC History Added to 15,604 1,292 0.1% 0.1% 557 +401 2.64% Q4 2025 Feb 18, 2026
Independent Wealth Network Inc. History Reduced 15,546 1,287 0.39% 0.42% 559 -66 -0.42% Q4 2025 Jan 26, 2026
GenTrust, LLC History No change 15,545 1,287 0.06% 0.06% 558 0 0.0% Q4 2025 Feb 02, 2026
Rather & Kittrell, Inc. History Added to 15,427 1,277 0.21% 0.22% 560 +274 1.81% Q4 2025 Jan 28, 2026
Pacific Park Financial, Inc. History New 15,260 1,263 0.79% — 562 +15,260 New Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Reduced 15,260 1,263 0.04% 0.05% 561 -993 -6.11% Q4 2025 Feb 04, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 15,092 1,249 0.26% 0.27% 563 -202 -1.32% Q4 2025 Jan 27, 2026
Blue Edge Capital, LLC History Added to 15,049 1,246 0.17% 0.06% 564 +9,767 184.91% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 14,935 1,236 0.01% 0.01% 565 0 0.0% Q4 2025 Feb 09, 2026
Mullooly Asset Management, Inc. History Added to 14,860 1,230 0.45% 0.42% 566 +1,791 13.7% Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History Reduced 14,728 1,219 0.13% 0.16% 567 -2,034 -12.13% Q4 2025 Feb 03, 2026
Objective Capital Management, LLC History Reduced 14,602 1,209 1.23% 1.3% 568 -539 -3.56% Q4 2025 Feb 04, 2026
Waterloo Capital, L.P. History Added to 14,569 1,206 0.09% 0.04% 569 +8,636 145.56% Q4 2025 Feb 10, 2026
Marble Wealth, LLC History New 14,523 1,202 0.17% — 570 +14,523 New Q4 2025 Feb 10, 2026
Foundry Financial Group, Inc. History Added to 14,373 1,190 0.6% 0.51% 571 +2,624 22.33% Q4 2025 Feb 04, 2026
Financial Management Professionals, Inc. History Reduced 14,079 1,166 0.12% 0.13% 572 -1,026 -6.79% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 14,034 1,162 0.04% 0.04% 573 -1,496 -9.63% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 14,024 1,161 0.06% 0.06% 574 +1,256 9.84% Q4 2025 Jan 12, 2026
Independent Family Office, LLC History Reduced 13,978 1,157 0.48% 0.5% 575 -190 -1.34% Q4 2025 Feb 13, 2026
Per Stirling Capital Management, LLC. History Reduced 13,902 1,151 0.13% 0.17% 576 -3,690 -20.98% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Added to 13,848 1,146 0.04% 0.01% 577 +11,071 398.67% Q4 2025 Jan 20, 2026
LEIGH BALDWIN & CO., LLC History Added to 13,797 1,143 0.75% 0.6% 578 +925 7.19% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 13,794 1,142 0.02% 0.02% 580 -905 -6.16% Q4 2025 Jan 16, 2026
FARMERS TRUST CO History No change 13,801 1,142 0.19% 0.2% 579 0 0.0% Q4 2025 Jan 06, 2026
Guardian Partners Inc. History Added to 13,796 1,139 0.09% 0.05% 581 +6,142 80.25% Q4 2025 Feb 17, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 13,746 1,138 0.21% 0.52% 582 -19,151 -58.22% Q4 2025 Jan 13, 2026
Intrua Financial, LLC History Reduced 13,676 1,132 0.12% 0.17% 583 -4,751 -25.78% Q4 2025 Feb 05, 2026
Israel Discount Bank of New York History Added to 13,561 1,123 3.06% 1.6% 584 +7,016 107.2% Q4 2025 Jan 28, 2026
Carnegie Investment Counsel History Added to 13,463 1,115 0.02% 0.02% 585 +1,325 10.92% Q4 2025 Jan 23, 2026
Valpey Financial Services, LLC History Added to 13,451 1,114 0.71% 0.66% 586 +1,316 10.84% Q4 2025 Mar 04, 2026
Aspire Growth Partners LLC History Added to 13,449 1,113 0.78% 0.81% 587 +165 1.24% Q4 2025 Feb 05, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 13,302 1,101 1.42% 0.48% 588 +9,027 211.16% Q4 2025 Jan 21, 2026
Cogent Private Wealth, Inc. History New 13,246 1,097 0.84% — 590 +13,246 New Q4 2025 Feb 10, 2026
LOWERY THOMAS, LLC History Added to 13,255 1,097 0.62% 0.57% 589 +1,422 12.02% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 12,983 1,075 0.02% 0.03% 591 +3,377 35.16% Q4 2025 Feb 11, 2026
NCM Capital Management, LLC History Added to 12,889 1,067 0.4% 0.37% 593 +1,300 11.22% Q4 2025 Mar 02, 2026
CHAPIN DAVIS, INC. History Added to 12,885 1,067 0.25% 0.25% 592 +423 3.39% Q4 2025 Jan 30, 2026
CDKV HOLDINGS LLC History New 12,731 1,054 0.88% — 594 +12,731 New Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 12,721 1,053 0.06% 0.08% 595 -3,861 -23.28% Q4 2025 Jan 30, 2026
MSH Capital Advisors LLC History Added to 12,646 1,047 0.22% 0.28% 596 +37 0.29% Q4 2025 Feb 09, 2026
Hobbs Group Advisors, LLC History Reduced 12,622 1,045 0.32% 0.38% 597 -2,091 -14.21% Q4 2025 Jan 28, 2026
Capital Investment Advisors, LLC History Reduced 12,613 1,044 0.02% 0.02% 598 -263 -2.04% Q4 2025 Jan 13, 2026
Advanced Asset Management Advisors Inc History Reduced 12,578 1,041 0.28% 0.29% 599 -545 -4.15% Q4 2025 Feb 02, 2026
OLD NATIONAL BANCORP /IN/ History Added to 12,511 1,036 0.02% 0.01% 600 +2,503 25.01% Q4 2025 Jan 28, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 12,485 1,034 0.25% 0.27% 601 -15 -0.12% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 12,412 1,028 0.0% 0.1% 602 -342,212 -96.5% Q4 2025 Jan 09, 2026
Engineers Gate Manager LP History New 12,262 1,015 0.01% — 603 +12,262 New Q4 2025 Feb 17, 2026
San Luis Wealth Advisors LLC History Reduced 12,265 1,015 0.17% 0.19% 604 -198 -1.59% Q4 2025 Jan 26, 2026
KELLEHER FINANCIAL ADVISORS History Added to 12,096 1,001 0.23% 0.23% 605 +1,200 11.01% Q4 2025 Jan 20, 2026
Veracity Capital LLC History Reduced 12,071 999 0.29% 0.38% 606 -2,426 -16.73% Q4 2025 Jan 29, 2026
AMG National Trust Bank History Added to 11,953 989 0.02% 0.01% 607 +7,803 188.02% Q4 2025 Jan 30, 2026
Calamos Wealth Management LLC History No change 11,908 986 0.03% 0.04% 608 0 0.0% Q4 2025 Jan 29, 2026
Lee Financial Co History Reduced 11,894 985 0.13% 0.15% 609 -2,422 -16.92% Q4 2025 Jan 22, 2026
CoreCap Advisors, LLC History Reduced 11,725 971 0.03% 0.04% 610 -1,687 -12.58% Q4 2025 Jan 13, 2026
Clientfirst Wealth Management, LLC History No change 11,689 968 0.78% 0.78% 611 0 0.0% Q4 2025 Feb 06, 2026
IFG Advisory, LLC History Added to 11,607 961 0.04% 0.04% 612 +286 2.53% Q4 2025 Feb 10, 2026
MCDONALD PARTNERS LLC History Reduced 11,534 955 0.3% 0.31% 613 -853 -6.89% Q4 2025 Feb 02, 2026
Clear Creek Financial Management, LLC History Added to 11,413 945 0.08% 0.07% 614 +2,016 21.45% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 11,387 943 0.04% 0.04% 615 -583 -4.87% Q4 2025 Jan 21, 2026
Zhang Financial LLC History Added to 11,377 942 0.04% 0.03% 616 +2,901 34.23% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Added to 11,360 941 0.06% 0.05% 617 +1,611 16.52% Q4 2025 Feb 13, 2026
M3 Advisory Group, LLC History No change 11,369 941 0.57% 0.59% 618 0 0.0% Q4 2025 Jan 16, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 11,275 933 0.62% 0.59% 619 +138 1.24% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Reduced 11,257 932 0.01% 0.01% 620 -467 -3.98% Q4 2025 Jan 21, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History Added to 11,221 929 0.65% 0.49% 621 +2,254 25.14% Q4 2025 Jan 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 11,217 928 0.07% 0.09% 622 -2,000 -15.13% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 11,146 923 0.09% 0.09% 624 +111 1.01% Q4 2025 Jan 29, 2026
ADVISORY RESEARCH INC History Reduced 11,154 923 0.12% 0.12% 623 -17 -0.15% Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History Reduced 11,122 921 0.21% 0.23% 626 -436 -3.77% Q4 2025 Jan 16, 2026
RDA Financial Network History Added to 11,124 921 0.22% 0.23% 625 +89 0.81% Q4 2025 Jan 06, 2026
WCG Wealth Advisors LLC History New 11,074 917 0.03% — 628 +11,074 New Q4 2025 Feb 10, 2026
SSA SWISS ADVISORS AG History Reduced 11,082 917 0.43% 0.8% 629 -9,582 -46.37% Q4 2025 Feb 26, 2026
Kovack Advisors, Inc. History Added to 11,076 917 0.04% 0.04% 627 +5,491 98.32% Q4 2025 Feb 17, 2026
Trevian Wealth Management LLC History New 11,046 914 0.43% — 630 +11,046 New Q4 2025 Feb 05, 2026
ORG Partners LLC History Reduced 11,011 912 0.16% 0.17% 631 -411 -3.6% Q4 2025 Jan 14, 2026
WJ Wealth Management, LLC History Reduced 10,990 910 0.4% 0.42% 632 -646 -5.55% Q4 2025 Feb 05, 2026
WIN ADVISORS, INC History New 10,916 904 0.38% — 633 +10,916 New Q4 2025 Feb 04, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 10,800 894 0.14% 0.16% 634 0 0.0% Q4 2025 Jan 26, 2026
Summa Corp. History Added to 10,690 885 0.38% 0.35% 635 +1,000 10.32% Q4 2025 Jan 21, 2026
Graetz Wealth LLC History New 10,603 878 0.8% — 636 +10,603 New Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 10,593 877 0.02% 0.02% 637 -837 -7.32% Q4 2025 Jan 22, 2026
SIMON QUICK ADVISORS, LLC History Added to 10,579 876 0.04% 0.04% 638 +61 0.58% Q4 2025 Jan 29, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 10,523 871 0.32% 0.45% 639 -3,279 -23.76% Q4 2025 Jan 21, 2026
CLUNE & ASSOCIATES, LTD. History Added to 10,523 871 0.19% 0.18% 640 +1,628 18.3% Q4 2025 Feb 09, 2026
Ironwood Wealth Management, LLC. History Reduced 10,431 863 0.25% 0.29% 641 -69 -0.66% Q4 2025 Feb 02, 2026
Ironwood Investment Counsel, LLC History Reduced 10,373 859 0.12% 0.13% 642 -130 -1.24% Q4 2025 Feb 06, 2026
Severin Investments, LLC History Added to 10,291 852 0.75% 0.72% 643 +518 5.3% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 10,271 850 0.0% 0.01% 644 +40 0.39% Q4 2025 Feb 12, 2026
Asset One Wealth Management LLC History New 10,271 849 0.12% — 645 +10,271 New Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 10,221 846 0.03% 0.04% 646 -2,999 -22.69% Q4 2025 Jan 12, 2026
Willis Johnson & Associates, Inc. History Reduced 10,074 834 0.05% 1.91% 648 -361,167 -97.29% Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History Added to 10,078 834 0.0% 0.0% 647 +8,673 617.3% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 10,056 832 0.01% — 649 +10,056 New Q4 2025 Jan 27, 2026
Merited Wealth, LLC History New 10,009 828 0.77% — 650 +10,009 New Q4 2025 Mar 26, 2026
Strategic Financial Concepts, LLC History New 9,988 827 0.76% — 651 +9,988 New Q4 2025 Feb 09, 2026
XY Planning Network, Inc. History New 9,936 822 0.14% — 652 +9,936 New Q4 2025 Jan 26, 2026
Acropolis Investment Management, LLC History Reduced 9,914 821 0.04% 0.06% 653 -3,729 -27.33% Q4 2025 Jan 14, 2026
Sound View Wealth Advisors Group, LLC History No change 9,914 821 0.06% 0.06% 654 0 0.0% Q4 2025 Jan 08, 2026
Root Financial Partners, LLC History Reduced 9,881 818 0.04% 0.05% 655 -881 -8.19% Q4 2025 Feb 10, 2026
Obermeyer Wealth Partners History Reduced 9,785 810 0.04% 0.04% 656 -323 -3.2% Q4 2025 Jan 29, 2026
Vigilare Wealth Management History Reduced 9,779 809 0.27% 1.02% 657 -25,558 -72.33% Q4 2025 Jan 07, 2026
Arrowroot Family Office, LLC History Added to 9,771 809 0.29% 0.25% 658 +2,173 28.6% Q4 2025 Feb 11, 2026
Aegis Wealth Management LLC History Added to 9,666 800 0.45% 0.42% 660 +265 2.82% Q4 2025 Jan 14, 2026
AMARILLO NATIONAL BANK History Reduced 9,666 800 0.14% 0.14% 659 -221 -2.24% Q4 2025 Jan 28, 2026
OAK ASSOCIATES LTD /OH/ History Added to 9,608 795 0.05% 0.03% 661 +4,310 81.35% Q4 2025 Feb 12, 2026
INVESTED ADVISORS History Reduced 9,591 794 0.82% 1.68% 662 -4,475 -31.81% Q4 2025 Jan 26, 2026
Crestwood Advisors Group, LLC History Reduced 9,564 792 0.01% 0.02% 663 -1,675 -14.9% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Reduced 9,519 788 0.03% 0.03% 664 -795 -7.71% Q4 2025 Jan 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 9,486 785 0.08% 0.09% 665 +50 0.53% Q4 2025 Feb 13, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 9,401 778 0.37% 0.4% 666 -421 -4.29% Q4 2025 Jan 23, 2026
Choate Investment Advisors History New 9,374 776 0.02% — 667 +9,374 New Q4 2025 Feb 09, 2026
L.K. Benson & Company, P.C. History Added to 9,344 773 0.39% 0.23% 668 +4,187 81.19% Q4 2025 Feb 06, 2026
Allred Capital Management, LLC History Reduced 9,238 765 0.28% 0.29% 669 -869 -8.6% Q4 2025 Feb 10, 2026
Traynor Capital Management, Inc. History No change 9,200 761 0.04% 0.04% 670 0 0.0% Q4 2025 Jan 12, 2026
FIRST FOUNDATION ADVISORS History Reduced 9,175 759 0.03% 0.04% 671 -2,507 -21.46% Q4 2025 Feb 04, 2026
Axis Wealth Partners, LLC History Reduced 9,175 759 0.42% 0.55% 672 -2,209 -19.4% Q4 2025 Jan 30, 2026
Sierra Legacy Group History Reduced 9,150 757 0.56% 1.43% 673 -14,230 -60.86% Q4 2025 Jan 20, 2026
ALESCO ADVISORS LLC History Added to 9,130 756 0.02% 0.02% 674 +1,850 25.41% Q4 2025 Jan 28, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 9,125 755 0.03% 0.03% 675 0 0.0% Q4 2025 Feb 12, 2026
Berger Financial Group, Inc History Added to 9,106 754 0.04% 0.04% 676 +982 12.09% Q4 2025 Jan 27, 2026
VICUS CAPITAL History Added to 9,087 752 0.06% 0.04% 677 +2,073 29.56% Q4 2025 Jan 22, 2026
TBH Global Asset Management, LLC History New 9,055 749 0.12% — 678 +9,055 New Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 9,019 746 0.01% 0.01% 679 +1,937 27.35% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 8,978 743 0.04% 0.03% 680 -524 -5.51% Q4 2025 Jan 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 8,945 741 0.03% 0.04% 681 -168 -1.84% Q4 2025 Feb 03, 2026
Savant Capital, LLC History Added to 8,894 736 0.0% 0.0% 682 +1,386 18.46% Q4 2025 Feb 10, 2026
Alhambra Investment Management LLC History Reduced 8,729 722 0.34% 0.35% 683 -36 -0.41% Q4 2025 Jan 15, 2026
Invst, LLC History Reduced 8,703 720 0.08% 0.1% 684 -1,560 -15.2% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Added to 8,692 719 0.02% 0.02% 685 +967 12.52% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History New 8,662 717 0.01% — 686 +8,662 New Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 8,643 715 0.0% 0.0% 687 +5,493 174.38% Q4 2025 Feb 13, 2026
Strategies Wealth Advisors, LLC History Reduced 8,601 712 0.07% 0.15% 690 -8,418 -49.46% Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 8,598 712 0.2% 0.15% 688 -80 -0.92% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 8,600 712 0.02% 0.02% 689 +10 0.12% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 8,573 710 0.05% 0.05% 691 -609 -6.63% Q4 2025 Feb 03, 2026
Clear Retirement Advice LLC History New 8,581 709 0.55% — 692 +8,581 New Q4 2025 Feb 24, 2026
GARRISON POINT ADVISORS, LLC History Added to 8,560 708 0.31% 0.29% 693 +165 1.97% Q4 2025 Feb 13, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 8,539 707 0.16% 0.18% 694 -539 -5.94% Q4 2025 Jan 28, 2026
Sowell Financial Services LLC History Added to 8,468 701 0.03% 0.02% 695 +3,222 61.42% Q4 2025 Jan 21, 2026
Americana Partners, LLC History Added to 8,475 701 0.02% 0.02% 696 +369 4.55% Q4 2025 Feb 06, 2026
Farmers National Bank History New 8,453 700 0.16% — 698 +8,453 New Q4 2025 Mar 12, 2026
Alliance Wealth Management Group History Added to 8,457 700 0.15% 0.14% 697 +642 8.21% Q4 2025 Jan 21, 2026
SkyOak Wealth, LLC History Added to 8,386 694 0.12% 0.12% 699 +856 11.37% Q4 2025 Feb 05, 2026
Mezzasalma Advisors, LLC History Added to 8,330 690 0.17% 0.16% 700 +576 7.43% Q4 2025 Jan 21, 2026
Sierra Capital LLC History No change 8,285 688 0.07% 0.08% 701 0 0.0% Q4 2025 Feb 18, 2026
Oliver Luxxe Assets LLC History Reduced 8,293 686 0.1% 0.16% 702 -3,983 -32.45% Q4 2025 Jan 08, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 8,213 680 0.01% 0.01% 703 +1,083 15.19% Q4 2025 Jan 28, 2026
Prosperity Consulting Group, LLC History Added to 8,193 678 0.03% 0.03% 705 +1,763 27.42% Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History No change 8,194 678 0.23% 0.23% 704 0 0.0% Q4 2025 Jan 28, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History New 8,157 675 0.04% — 706 +8,157 New Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 8,085 669 0.09% 0.13% 709 -2,967 -26.85% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 8,085 669 0.0% 0.0% 707 -548 -6.35% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Added to 8,086 669 0.01% 0.01% 708 +163 2.06% Q4 2025 Feb 04, 2026
Capital Investment Advisory Services, LLC History Reduced 8,014 663 0.05% 0.05% 710 -168 -2.05% Q4 2025 Jan 21, 2026
Lexington Hill Partners, LLC History New 7,995 662 0.5% — 712 +7,995 New Q4 2025 Feb 19, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 7,999 662 0.11% 0.13% 711 -1,040 -11.51% Q4 2025 Jan 27, 2026
TFB Advisors LLC History Reduced 7,962 659 0.18% 0.2% 713 -282 -3.42% Q4 2025 Feb 13, 2026
MASECO LLP History New 7,922 656 0.03% — 714 +7,922 New Q4 2025 Jan 22, 2026
FLP Wealth Management, LLC History Reduced 1,242 655 1.54% 1.78% 715 -6,393 -83.73% Q4 2025 Jan 20, 2026
Spectrum Planning & Advisory Services Inc. History New 7,903 654 0.34% — 716 +7,903 New Q4 2025 Feb 10, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 7,819 647 0.25% 0.29% 717 -850 -9.81% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 7,740 641 0.01% — 718 +7,740 New Q4 2025 Feb 17, 2026
Stordahl Capital Management, Inc. History Reduced 7,729 640 0.13% 0.14% 719 -460 -5.62% Q4 2025 Jan 27, 2026
F/m Investments LLC History No change 7,730 640 0.02% 0.02% 720 0 0.0% Q4 2025 Feb 03, 2026
Bond & Devick Financial Network, Inc. History Added to 7,708 638 0.18% 0.15% 721 +1,581 25.8% Q4 2025 Jan 14, 2026
KDT Advisors, LLC History New 7,685 636 0.89% — 722 +7,685 New Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History New 7,622 631 0.03% — 723 +7,622 New Q4 2025 Feb 05, 2026
Auxano Advisors, LLC History Reduced 7,621 631 0.12% 0.14% 724 -588 -7.16% Q4 2025 Feb 06, 2026
Palumbo Wealth Management LLC History Reduced 7,590 628 0.15% 0.38% 725 -114,656 -93.79% Q4 2025 Jan 21, 2026
Purus Wealth Management, LLC History Added to 7,541 624 0.19% 0.2% 726 +7 0.09% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Added to 7,526 623 0.01% 0.0% 727 +7,200 2208.59% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 7,515 622 0.0% 0.0% 728 -43,493 -85.27% Q4 2025 Feb 17, 2026
Spectrum Asset Management, Inc. (NB/CA) History New 7,500 621 0.21% — 729 +7,500 New Q4 2025 Jan 26, 2026
WAYSTONE ADVISORS LLC History New 7,489 620 0.53% — 730 +7,489 New Q4 2025 Feb 09, 2026
North Capital, Inc. History Reduced 7,485 619 0.53% 0.48% 731 -1 -0.01% Q4 2025 Feb 18, 2026
Canopy Partners, LLC History Added to 7,466 618 0.2% 0.18% 732 +1,018 15.79% Q4 2025 Feb 12, 2026
Azimuth Capital Investment Management LLC History Added to 7,388 611 0.02% 0.02% 733 +385 5.5% Q4 2025 Feb 12, 2026
Tanglewood Wealth Management, Inc. History Added to 7,374 610 0.06% 0.04% 734 +2,519 51.88% Q4 2025 Jan 29, 2026
FIDUCIENT ADVISORS LLC History Reduced 7,374 610 0.08% 0.07% 735 -212 -2.79% Q4 2025 Feb 10, 2026
BLALOCK WILLIAMS, LLC History Added to 7,360 609 0.49% 0.51% 736 +382 5.47% Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Added to 7,327 606 0.09% 0.08% 737 +550 8.12% Q4 2025 Feb 10, 2026
Baker Ellis Asset Management LLC History Added to 7,326 606 0.07% 0.07% 738 +200 2.81% Q4 2025 Jan 21, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 7,303 604 0.1% 0.1% 739 -263 -3.48% Q4 2025 Jan 14, 2026
Second Line Capital, LLC History Added to 7,240 599 0.12% 0.05% 740 +4,131 132.87% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History Reduced 7,230 598 0.02% 0.02% 741 -829 -10.29% Q4 2025 Feb 03, 2026
Rodgers Brothers Inc. History No change 7,200 596 0.07% 0.07% 742 0 0.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Reduced 7,184 594 0.05% 0.08% 743 -3,321 -31.61% Q4 2025 Jan 26, 2026
Addison Capital Co History Reduced 7,170 593 0.15% 0.21% 744 -1,579 -18.05% Q4 2025 Feb 02, 2026
Principia Wealth Advisory, LLC History Reduced 7,138 591 0.37% 1.09% 745 -11,864 -62.44% Q4 2025 Feb 10, 2026
One Capital Management, LLC History No change 7,115 589 0.02% 0.02% 746 0 0.0% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History No change 7,037 582 0.03% 0.03% 747 0 0.0% Q4 2025 Feb 11, 2026
DMC Group, LLC History Reduced 7,008 580 0.39% 0.5% 748 -1,691 -19.44% Q4 2025 Jan 21, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 6,980 578 0.38% 0.4% 749 -177 -2.47% Q4 2025 Jan 14, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 6,892 577 0.25% 0.26% 750 -413 -5.65% Q4 2025 Feb 17, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 6,836 566 0.12% 0.11% 751 +755 12.42% Q4 2025 Jan 21, 2026
Biltmore Wealth Management, LLC History Reduced 6,806 563 0.21% 0.24% 752 -759 -10.03% Q4 2025 Jan 16, 2026
Hilltop Holdings Inc. History Added to 6,795 562 0.03% 0.01% 753 +4,176 159.45% Q4 2025 Feb 17, 2026
Harbour Capital Advisors, LLC History Added to 6,770 560 0.11% 0.1% 754 +1,150 20.46% Q4 2025 Jan 07, 2026
Redhawk Wealth Advisors, Inc. History Reduced 6,738 558 0.06% 0.07% 755 -473 -6.56% Q4 2025 Jan 14, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 6,744 558 0.04% 0.04% 756 0 0.0% Q4 2025 Jan 08, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 6,734 557 0.03% 0.04% 757 0 0.0% Q4 2025 Feb 10, 2026
Sunburst Financial Group, LLC History New 6,717 556 0.11% — 758 +6,717 New Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Added to 6,705 555 0.01% 0.0% 759 +4,160 163.46% Q4 2025 Jan 16, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 6,679 553 0.2% 0.2% 760 +117 1.78% Q4 2025 Feb 09, 2026
Noble Wealth Management PBC History Reduced 6,666 552 0.28% 0.4% 761 -2,325 -25.86% Q4 2025 Jan 05, 2026
MONECO ADVISORS, LLC History Reduced 6,651 550 0.04% 0.05% 762 -209 -3.05% Q4 2025 Feb 04, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 6,639 549 0.0% 0.0% 763 -600 -8.29% Q4 2025 Jan 13, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 6,602 546 0.27% 0.31% 764 -810 -10.93% Q4 2025 Jan 23, 2026
17 CAPITAL PARTNERS, LLC History New 6,579 544 0.28% — 765 +6,579 New Q4 2025 Feb 13, 2026
WEBSTER BANK, N. A. History Added to 6,516 539 0.05% 0.02% 766 +3,960 154.93% Q4 2025 Jan 23, 2026
Weaver Consulting Group History Reduced 6,507 538 0.13% 0.15% 767 -411 -5.94% Q4 2025 Feb 10, 2026
Castleview Partners, LLC History Reduced 6,440 533 0.26% 0.31% 768 -563 -8.04% Q4 2025 Jan 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 6,427 532 0.04% 0.15% 769 -18,814 -74.54% Q4 2025 Feb 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 6,394 529 0.07% 0.05% 770 +1,811 39.52% Q4 2025 Feb 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 6,393 529 0.03% 0.03% 771 +675 11.8% Q4 2025 Jan 21, 2026
Raab & Moskowitz Asset Management LLC History Reduced 6,399 529 0.12% 0.12% 772 -55 -0.85% Q4 2025 Jan 20, 2026
BINGHAM PRIVATE WEALTH, LLC History New 6,386 528 0.46% — 773 +6,386 New Q4 2025 Jan 23, 2026
White Pine Investment CO History Reduced 6,323 524 0.12% 1.22% 774 -55,514 -89.77% Q4 2025 Jan 28, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,305 522 0.01% 0.01% 775 -2,361 -27.24% Q4 2025 Jan 21, 2026
Capital Asset Advisory Services LLC History Added to 6,295 521 0.02% 0.02% 776 +340 5.71% Q4 2025 Jan 09, 2026
180 WEALTH ADVISORS, LLC History Reduced 6,293 521 0.06% 0.06% 777 -89 -1.39% Q4 2025 Jan 09, 2026
Bay Rivers Group History Added to 6,283 520 0.21% 0.21% 778 +405 6.89% Q4 2025 Jan 07, 2026
Diversified Portfolios, Inc. History Added to 6,245 517 0.04% 0.04% 779 +754 13.73% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 6,243 517 0.01% 0.01% 780 +562 9.89% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History No change 6,223 515 0.08% 0.08% 781 0 0.0% Q4 2025 Jan 09, 2026
Gateway Wealth Partners, LLC History Reduced 6,213 514 0.06% 0.08% 782 -644 -9.39% Q4 2025 Feb 11, 2026
Live Oak Private Wealth LLC History Added to 6,184 512 0.07% 0.07% 783 +44 0.72% Q4 2025 Jan 23, 2026
INGALLS & SNYDER LLC History New 6,175 511 0.02% — 784 +6,175 New Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History No change 6,152 509 0.09% 0.09% 785 0 0.0% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History No change 6,145 508 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 13, 2026
Global View Capital Management LLC History Added to 6,132 507 0.09% 0.07% 787 +2,410 64.75% Q4 2025 Jan 14, 2026
RETIREMENT CAPITAL STRATEGIES History No change 6,091 504 0.19% 0.19% 788 0 0.0% Q4 2025 Feb 13, 2026
HFG Wealth Management, LLC History Reduced 6,065 502 0.28% 0.47% 791 -4,454 -42.34% Q4 2025 Jan 16, 2026
Clearwater Capital Advisors, LLC History Reduced 6,070 502 0.04% 0.07% 790 -3,732 -38.07% Q4 2025 Feb 09, 2026
SCHARF INVESTMENTS, LLC History Added to 6,063 502 0.01% 0.01% 789 +640 11.8% Q4 2025 Jan 15, 2026
PCG Wealth Advisors, LLC History Added to 6,055 501 0.14% 0.12% 792 +1,173 24.03% Q4 2025 Feb 05, 2026
Fonville Wealth Management LLC History Reduced 6,053 501 0.1% 0.12% 793 -192 -3.07% Q4 2025 Jan 23, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 5,959 493 0.05% 0.04% 794 +1,583 36.17% Q4 2025 Feb 18, 2026
Horizon Family Wealth, Inc. History Added to 5,964 493 0.26% 0.28% 795 +167 2.88% Q4 2025 Feb 09, 2026
Pasadena Private Wealth, LLC History Added to 5,926 490 0.07% 0.05% 796 +1,706 40.43% Q4 2025 Feb 10, 2026
Vantage Financial Partners, LLC History Reduced 5,915 489 0.1% 0.11% 797 -301 -4.84% Q4 2025 Feb 03, 2026
Capital Analysts, LLC History Reduced 5,879 487 0.01% 0.09% 798 -30,924 -84.03% Q4 2025 Feb 11, 2026
Rollins Financial Advisors, LLC History Added to 5,888 487 0.07% 0.04% 800 +2,764 88.48% Q4 2025 Feb 04, 2026
Beirne Wealth Consulting Services, LLC History No change 5,885 487 0.14% 0.12% 799 0 0.0% Q4 2025 Jan 29, 2026