iSHARES TRUST - TIP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 1,070 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
BANK OF AMERICA CORP /DE/ History Added to 20,600,031 2,264,149 0.16% 0.13% 1 +3,444,466 20.08% Q4 2025 Feb 17, 2026
FMR LLC History Added to 5,574,718 612,717 0.03% 0.03% 2 +169,846 3.14% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 4,267,849 469,079 0.03% 0.03% 3 -70,081 -1.62% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 2,620,114 287,976 0.0% 0.0% 4 +259,890 11.01% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 2,373,094 260,826 0.04% 0.04% 5 +137,845 6.17% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,040,049 224,221 0.07% 0.06% 6 +65,511 3.32% Q4 2025 Feb 10, 2026
Pictet Asset Management Holding SA History Added to 1,276,600 140,617 0.14% 0.13% 7 +39,200 3.17% Q4 2025 Jan 29, 2026
LPL Financial LLC History Reduced 1,260,278 138,517 0.04% 0.04% 8 -22,949 -1.79% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 1,188,488 130,626 0.02% 0.02% 9 +23,599 2.03% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 1,108,502 121,835 0.25% 0.31% 10 -191,986 -14.76% Q4 2025 Jan 23, 2026
EVOKE WEALTH, LLC History Reduced 1,031,783 113,403 2.12% 2.34% 11 -5,733 -0.55% Q4 2025 Feb 06, 2026
CI INVESTMENTS INC. History Reduced 906,777 99,663 0.44% 0.39% 12 -51,283 -5.35% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 870,971 95,727 0.02% 0.03% 13 -116,473 -11.8% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 809,708 88,997 0.01% — 14 +809,708 New Q4 2025 Feb 17, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 722,269 79,384 2.96% 2.53% 15 +150,418 26.3% Q4 2025 Feb 13, 2026
GenTrust, LLC History Added to 695,525 76,445 3.3% 1.13% 16 +471,102 209.92% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Reduced 667,995 73,419 0.0% 0.01% 17 -487,551 -42.19% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 635,191 69,813 0.25% 0.24% 18 +18,437 2.99% Q4 2025 Jan 30, 2026
MARTIN & CO INC /TN/ History Added to 634,755 69,765 11.97% 12.07% 19 +24,700 4.05% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 570,290 62,680 0.11% 0.19% 20 -422,050 -42.53% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 519,777 57,133 0.03% 0.04% 21 -100,122 -16.15% Q4 2025 Mar 20, 2026
FIL Ltd History Reduced 494,425 54,342 0.04% 0.11% 22 -744,364 -60.09% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 473,432 52,034 0.03% 0.03% 23 -34,672 -6.82% Q4 2025 Feb 06, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 473,000 51,987 0.31% — 24 +473,000 New Q4 2025 Feb 17, 2026
3EDGE Asset Management, LP History Added to 470,178 51,765 2.69% 1.39% 25 +248,482 112.08% Q4 2025 Feb 06, 2026
GOLDMAN SACHS GROUP INC History Reduced 468,132 51,452 0.01% 0.01% 26 -262,752 -35.95% Q4 2025 Mar 25, 2026
Bank of New York Mellon Corp History Added to 465,284 51,139 0.01% 0.01% 27 +10,593 2.33% Q4 2025 Feb 10, 2026
Dynasty Wealth Management, LLC History Added to 464,304 51,031 0.5% 0.65% 28 +24,199 5.5% Q4 2025 Feb 10, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 460,411 50,603 3.24% 3.21% 29 +17,036 3.84% Q4 2025 Jan 07, 2026
Quotient Wealth Partners, LLC History Added to 454,648 49,970 1.33% 1.31% 30 +26,086 6.09% Q4 2025 Jan 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 442,396 48,623 0.03% 0.03% 31 -8,448 -1.87% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Added to 417,145 45,848 0.04% 0.05% 32 +17,900 4.48% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 409,228 44,978 0.04% — 33 +409,228 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 404,715 44,482 0.05% 0.05% 34 -8,430 -2.04% Q4 2025 Feb 17, 2026
One Capital Management, LLC History Added to 401,700 44,150 1.33% 1.32% 35 +29,832 8.02% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Reduced 387,143 42,550 0.16% 0.17% 36 -180 -0.05% Q4 2025 Feb 12, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Added to 379,200 41,677 19.84% 19.14% 37 +60,700 19.06% Q4 2025 Jan 29, 2026
Rock Creek Group, LP History Added to 370,537 40,725 4.57% 3.46% 38 +74,529 25.18% Q4 2025 Feb 10, 2026
Passaic Partners LLC History New 363,828 39,988 4.14% — 39 +363,828 New Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 362,700 39,864 0.06% 0.06% 40 0 0.0% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 354,749 38,990 0.04% 0.04% 41 -11,464 -3.13% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 351,740 38,682 0.06% 0.09% 42 -197,751 -35.99% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 329,430 36,207 0.22% 0.21% 43 +19,743 6.38% Q4 2025 Feb 09, 2026
Arbor Investment Advisors, LLC History Added to 325,970 35,827 4.71% 4.44% 44 +11,650 3.71% Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History Added to 316,647 34,802 0.22% 0.21% 45 +27,876 9.65% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 310,144 34,087 0.04% 0.03% 46 +39,222 14.48% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 289,333 31,800 0.01% 0.01% 47 +20,110 7.47% Q4 2025 Feb 18, 2026
KWMG, LLC History Added to 287,077 31,552 2.72% 2.74% 48 +5,541 1.97% Q4 2025 Jan 16, 2026
Rockefeller Capital Management L.P. History Added to 277,486 30,498 0.05% 0.05% 49 +27,942 11.2% Q4 2025 Mar 16, 2026
Prime Capital Investment Advisors, LLC History Added to 256,364 28,177 0.34% 0.34% 50 +13,961 5.76% Q4 2025 Jan 21, 2026
PRUDENTIAL FINANCIAL INC History No change 243,726 26,787 0.03% 0.03% 51 0 0.0% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 240,261 26,407 0.06% 0.07% 52 +9,240 4.0% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 240,027 26,381 0.04% 0.04% 53 -3,306 -1.36% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Reduced 233,207 25,631 0.45% 0.58% 54 -25,031 -9.69% Q4 2025 Jan 13, 2026
Beacon Pointe Advisors, LLC History Added to 210,714 23,159 0.16% 0.13% 55 +75,420 55.75% Q4 2025 Feb 18, 2026
Ethos Financial Group, LLC History Added to 208,642 22,931 1.69% 1.54% 56 +31,820 18.0% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 184,848 20,457 0.06% 0.06% 57 +1,617 0.88% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 179,740 19,784 0.03% 0.03% 58 +8,358 4.88% Q4 2025 Jan 08, 2026
West Financial Advisors, LLC History Added to 176,285 19,375 3.27% 2.46% 59 +42,410 31.68% Q4 2025 Jan 13, 2026
DORVAL Corp History Added to 175,126 19,248 6.14% 6.31% 60 +3,827 2.23% Q4 2025 Jan 26, 2026
RHUMBLINE ADVISERS History Reduced 173,004 19,014 0.02% 0.02% 61 -85,493 -33.07% Q4 2025 Feb 13, 2026
Pacific Life Fund Advisors LLC History Added to 172,867 18,999 1.96% 1.9% 62 +6,484 3.9% Q4 2025 Jan 26, 2026
CIM, LLC History Added to 168,789 18,551 2.43% 2.37% 63 +5,923 3.64% Q4 2025 Feb 18, 2026
Cypress Capital, LLC History Added to 165,244 18,161 5.08% 5.22% 64 +1,253 0.76% Q4 2025 Feb 06, 2026
Heartwood Wealth Advisors LLC History Added to 159,331 17,512 1.61% 1.62% 65 +3,225 2.07% Q4 2025 Jan 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 156,078 17,154 0.01% 0.04% 66 -493,111 -75.96% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 154,400 16,970 0.0% 0.0% 67 +9,300 6.41% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 151,266 16,626 0.05% 0.04% 68 +34,426 29.46% Q4 2025 Jan 26, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 149,688 16,452 0.04% 0.12% 69 -255,254 -63.03% Q4 2025 Feb 05, 2026
MERIDIAN MANAGEMENT CO History Added to 143,647 15,788 3.91% 3.7% 70 +19,457 15.67% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Added to 143,479 15,769 0.35% 0.05% 71 +35,625 33.03% Q4 2025 Feb 20, 2026
RTD Financial Advisors, Inc. History Added to 135,961 14,943 1.82% 1.74% 72 +5,736 4.4% Q4 2025 Jan 27, 2026
Mariner, LLC History Reduced 134,504 14,783 0.02% 0.02% 73 -9,527 -6.61% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 133,542 14,677 0.19% 0.19% 74 +3,009 2.31% Q4 2025 Feb 02, 2026
Lutz Financial Services LLC History Reduced 133,199 14,639 1.0% 1.08% 75 -715 -0.53% Q4 2025 Feb 06, 2026
Pure Financial Advisors, LLC History Reduced 132,494 14,562 2.65% 0.24% 76 -1,702 -1.27% Q4 2025 Mar 04, 2026
Marino Management, LLC History New 126,194 13,897 2.76% — 77 +126,194 New Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 125,472 13,790 0.02% 0.02% 78 +437 0.35% Q4 2025 Feb 02, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 124,184 13,649 0.21% 0.12% 79 +64,688 108.73% Q4 2025 Feb 17, 2026
Creative Planning History Added to 120,208 13,212 0.01% 0.01% 80 +25,156 26.47% Q4 2025 Feb 17, 2026
Independence Financial Advisors, LLC History Added to 118,619 13,037 3.58% 3.87% 81 +4,387 3.84% Q4 2025 Jan 15, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 118,239 12,995 0.04% 0.06% 82 -39,434 -25.01% Q4 2025 Jan 26, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 115,876 12,735 1.84% 2.37% 83 -28,894 -19.96% Q4 2025 Jan 28, 2026
Net Worth Advisory Group History Added to 114,018 12,531 2.53% 3.38% 84 +9,008 8.58% Q4 2025 Jan 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 113,616 12,487 1.44% 1.52% 85 +6,197 5.77% Q4 2025 Feb 17, 2026
Ted Buchan & Co History Added to 113,197 12,441 4.57% 4.67% 86 +6,021 5.62% Q4 2025 Feb 11, 2026
Fischer Financial Services, Inc. History Added to 109,194 12,001 3.18% 3.22% 87 +1,588 1.48% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 108,209 11,893 0.08% 0.08% 88 +8,137 8.13% Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Added to 105,253 11,568 1.0% 1.41% 90 +103,349 5427.99% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 105,254 11,568 0.02% 0.02% 89 -14,442 -12.07% Q4 2025 Feb 18, 2026
Parkway Wealth Management Group, LLC History New 104,052 11,436 1.53% — 91 +104,052 New Q4 2025 Feb 10, 2026
Buck Wealth Strategies, LLC History Reduced 103,918 11,421 1.45% 1.65% 92 -4,562 -4.21% Q4 2025 Feb 03, 2026
BlueSky Wealth Advisors, LLC History Added to 103,588 11,385 1.5% 1.55% 93 +64 0.06% Q4 2025 Jan 26, 2026
Verger Capital Management LLC History Added to 102,721 11,290 3.34% 3.6% 94 +2,885 2.89% Q4 2025 Feb 02, 2026
BOKF, NA History Added to 100,744 11,072 0.17% 0.15% 95 +9,772 10.74% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 99,044 10,886 0.01% 0.02% 96 +3,811 4.0% Q4 2025 Feb 13, 2026
Vertex Investment Solutions Co., Ltd. History New 95,200 10,486 10.4% — 97 +95,200 New Q4 2025 Feb 05, 2026
White Pine Investment CO History Added to 94,519 10,389 2.45% 2.41% 98 +3,111 3.4% Q4 2025 Jan 28, 2026
Wealth Forward, LLC History Added to 92,688 10,187 5.76% 5.9% 99 +1,297 1.42% Q4 2025 Jan 30, 2026
Neuberger Berman Group LLC History Reduced 90,764 9,975 0.01% 0.01% 100 -9,791 -9.74% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 85,171 9,361 0.04% 0.05% 101 +1,384 1.65% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 84,444 9,281 1.7% 1.77% 102 +400 0.48% Q4 2025 Jan 29, 2026
Financial Enhancement Group LLC History New 83,970 9,246 1.2% — 103 +83,970 New Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Reduced 82,424 9,059 0.05% 0.06% 104 -13,337 -13.93% Q4 2025 Jan 29, 2026
GUGGENHEIM CAPITAL LLC History Reduced 81,171 8,921 0.06% 0.07% 105 -3,031 -3.6% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 78,501 8,628 0.02% 0.02% 106 -26,555 -25.28% Q4 2025 Feb 13, 2026
Ameraudi Asset Management, Inc. History Added to 77,874 8,559 4.7% 1.7% 107 +52,566 207.71% Q4 2025 Feb 11, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 77,417 8,508 0.54% 0.58% 108 -2,960 -3.68% Q4 2025 Jan 21, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 77,400 8,507 0.03% 0.03% 109 -133 -0.17% Q4 2025 Feb 06, 2026
TME FINANCIAL, INC. History Reduced 77,089 8,472 5.95% 7.11% 110 -8,207 -9.62% Q4 2025 Jan 27, 2026
Charles Schwab Trust Co History Reduced 76,546 8,413 0.55% 0.6% 111 -2,848 -3.59% Q4 2025 Jan 09, 2026
Asset Management Group, Inc. History Added to 75,784 8,329 1.35% 1.37% 112 +715 0.95% Q4 2025 Feb 17, 2026
CAMDEN NATIONAL BANK History Added to 75,734 8,323 1.14% 1.13% 113 +3,112 4.29% Q4 2025 Feb 10, 2026
Global Endowment Management, LP History No change 74,381 8,175 1.02% 1.04% 114 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 72,906 8,013 0.27% 0.27% 115 +930 1.29% Q4 2025 Jan 14, 2026
Stablepoint Partners, LLC History Added to 72,497 7,968 1.24% 1.23% 116 +2,751 3.94% Q4 2025 Jan 13, 2026
Slow Capital, Inc. History Added to 72,253 7,941 0.95% 0.76% 117 +14,114 24.28% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 71,860 7,898 0.12% 0.13% 118 +2,313 3.33% Q4 2025 Feb 12, 2026
One Wealth Map LLC History Added to 69,928 7,705 3.92% 4.06% 119 +1,033 1.5% Q4 2025 Feb 04, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 69,035 7,587 3.27% 2.5% 120 +19,075 38.18% Q4 2025 Jan 12, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 68,080 7,482 0.46% 0.51% 121 0 0.0% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 66,266 7,283 0.0% 0.0% 122 +20,608 45.14% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 66,131 7,268 0.01% 0.01% 123 -4,299 -6.1% Q4 2025 Feb 13, 2026
Frontier Asset Management, LLC History Reduced 65,887 7,241 1.68% 1.94% 124 -4,085 -5.84% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Added to 65,199 7,166 0.01% 0.01% 125 +17,563 36.87% Q4 2025 Feb 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 64,923 7,135 0.13% 0.12% 126 +5,808 9.82% Q4 2025 Feb 12, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 61,061 6,711 3.25% 3.22% 127 +2,613 4.47% Q4 2025 Jan 14, 2026
CITIGROUP INC History Reduced 60,665 6,667 0.0% 0.0% 128 -34,565 -36.3% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 60,357 6,633 0.03% 0.03% 129 +7,458 14.1% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 60,300 6,627 0.01% 0.01% 130 -6,200 -9.32% Q4 2025 Feb 18, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 59,484 6,552 5.05% 5.37% 132 +7,295 13.98% Q4 2025 Feb 17, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 59,614 6,552 0.34% 0.33% 131 +425 0.72% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 58,786 6,461 0.03% 0.03% 133 -4,588 -7.24% Q4 2025 Feb 06, 2026
Hirtle Callaghan & Co LLC History Added to 58,498 6,429 0.22% 0.22% 134 +2,273 4.04% Q4 2025 Feb 04, 2026
Patten Group, Inc. History Added to 57,946 6,368 1.18% 1.1% 135 +7,268 14.34% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 57,661 6,337 0.06% 0.07% 136 -3,986 -6.47% Q4 2025 Feb 13, 2026
Insight Wealth Partners, LLC History Added to 57,225 6,289 0.86% 1.84% 137 +2,782 5.11% Q4 2025 Feb 17, 2026
Stelac Advisory Services LLC History Reduced 56,436 6,202 2.19% 2.26% 138 -2,270 -3.87% Q4 2025 Feb 12, 2026
Horizons Wealth Management History Added to 56,398 6,198 4.06% 4.24% 139 +444 0.79% Q4 2025 Jan 05, 2026
Impact Partnership Wealth, LLC History Added to 56,341 6,192 0.79% 0.65% 140 +17,186 43.89% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 56,077 6,163 0.12% 0.14% 141 -5,444 -8.85% Q4 2025 Feb 12, 2026
Sound Stewardship, LLC History Added to 55,983 6,153 2.95% 2.8% 142 +3,482 6.63% Q4 2025 Jan 30, 2026
CONNABLE OFFICE INC History Added to 55,551 6,105 0.56% 0.57% 143 +153 0.28% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 54,136 5,950 0.06% 0.04% 144 +31,689 141.17% Q4 2025 Jan 23, 2026
Curbstone Financial Management Corp History Added to 53,604 5,891 1.13% 1.12% 145 +1,300 2.49% Q4 2025 Jan 23, 2026
Axos Invest Inc. History Added to 53,323 5,860 4.31% 4.43% 146 +160 0.3% Q4 2025 Jan 23, 2026
Rather & Kittrell, Inc. History Added to 53,204 5,847 0.94% 1.03% 147 +493 0.94% Q4 2025 Jan 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 52,533 5,773 0.58% 0.57% 148 +3,606 7.37% Q4 2025 Jan 27, 2026
Brightwater Advisory LLC History No change 51,505 5,660 3.82% 3.93% 149 0 0.0% Q4 2025 Feb 12, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 51,280 5,636 0.05% 0.06% 150 +1,354 2.71% Q4 2025 Jan 28, 2026
Callan Family Office, LLC History New 51,104 5,616 0.12% — 151 +51,104 New Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 50,056 5,501 0.19% 0.16% 152 +9,829 24.43% Q4 2025 Jan 13, 2026
Parallel Advisors, LLC History Reduced 49,857 5,490 0.1% 0.1% 153 -1,189 -2.33% Q4 2025 Feb 11, 2026
Archer Investment Management, LLC History Reduced 49,441 5,434 2.92% 4.99% 154 -23,663 -32.37% Q4 2025 Jan 12, 2026
Wealthspire Retirement, LLC History Reduced 48,919 5,376 0.33% 0.36% 155 -1,564 -3.1% Q4 2025 Feb 18, 2026
SSA SWISS ADVISORS AG History Reduced 48,907 5,375 2.5% 3.21% 156 -13,308 -21.39% Q4 2025 Feb 26, 2026
WELCH & FORBES LLC History Added to 47,656 5,237 0.06% 0.06% 157 +1,368 2.96% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Reduced 46,903 5,155 1.02% 1.06% 158 -711 -1.49% Q4 2025 Jan 28, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 46,709 5,133 0.0% 0.0% 159 +30,690 191.58% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 46,579 5,119 0.01% 0.02% 160 -21,112 -31.19% Q4 2025 Feb 17, 2026
Mezzasalma Advisors, LLC History Added to 46,410 5,098 1.22% 0.64% 161 +23,884 106.03% Q4 2025 Jan 21, 2026
Sage Capital Advisors,llc History Added to 46,345 5,093 1.21% 1.22% 162 +37 0.08% Q4 2025 Jan 06, 2026
NewEdge Advisors, LLC History Added to 45,815 5,035 0.02% 0.02% 163 +10,068 28.16% Q4 2025 Feb 18, 2026
Waverly Advisors, LLC History Added to 45,224 4,970 0.04% 0.04% 164 +13,063 40.62% Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Reduced 44,294 4,868 1.17% 1.33% 165 -2,821 -5.99% Q4 2025 Jan 08, 2026
Slocum, Gordon & Co LLP History Added to 43,502 4,781 3.46% 0.65% 166 +36,133 490.34% Q4 2025 Jan 26, 2026
Financial & Tax Architects, LLC History Reduced 43,113 4,738 1.06% 1.28% 167 -9,057 -17.36% Q4 2025 Jan 21, 2026
MRWM Advisors, LLC History Added to 42,575 4,679 2.51% 2.68% 168 +246 0.58% Q4 2025 Jan 26, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 41,994 4,615 0.01% 0.01% 169 +422 1.02% Q4 2025 Feb 11, 2026
COMMERCE BANK History Reduced 40,814 4,485 0.02% 0.03% 170 -139 -0.34% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 41,685 4,461 0.11% 0.08% 171 +3,645 9.58% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 40,329 4,432 0.02% 0.02% 172 -1,386 -3.32% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Added to 39,760 4,370 0.11% 0.11% 173 +1,100 2.85% Q4 2025 Jan 07, 2026
OLD MISSION CAPITAL LLC History New 39,529 4,344 0.1% — 174 +39,529 New Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 39,367 4,327 0.01% 0.02% 175 -1,282 -3.15% Q4 2025 Jan 30, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 38,953 4,281 0.28% 0.3% 176 -2,318 -5.62% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Added to 38,938 4,279 0.01% 0.01% 177 +4,505 13.08% Q4 2025 Mar 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 38,885 4,273 0.1% 0.1% 178 +1,043 2.76% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Reduced 38,551 4,237 0.03% 0.03% 179 -219 -0.56% Q4 2025 Jan 29, 2026
Stephenson & Company, Inc. History Added to 38,307 4,210 2.31% 2.28% 180 +2,656 7.45% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Added to 38,020 4,178 0.03% 0.03% 181 +121 0.32% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 37,948 4,170 0.0% 0.0% 182 +1,163 3.16% Q4 2025 Feb 13, 2026
Minot DeBlois Advisors LLC History Added to 37,676 4,140 3.72% 3.45% 183 +3,466 10.13% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 36,027 3,959 0.0% 0.0% 184 +432 1.21% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 35,843 3,940 0.01% 0.01% 185 -683 -1.87% Q4 2025 Feb 11, 2026
Sequent Planning LLC History Added to 35,048 3,852 0.98% 1.06% 186 +1,370 4.07% Q4 2025 Feb 05, 2026
Edgestream Partners, L.P. History Reduced 34,937 3,839 0.11% 0.16% 187 -15,268 -30.41% Q4 2025 Feb 13, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 34,612 3,804 2.66% 2.93% 188 +537 1.58% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 34,512 3,793 0.06% 0.05% 189 +2,394 7.45% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Added to 34,514 3,793 0.37% 0.39% 190 +391 1.15% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Reduced 34,413 3,782 0.07% 0.08% 191 -375 -1.08% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Added to 34,250 3,764 0.08% 0.1% 192 +35 0.1% Q4 2025 Feb 06, 2026
Rothschild Wealth LLC History Added to 34,107 3,748 0.36% 0.73% 193 +4,166 13.91% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 33,983 3,735 0.04% 0.05% 194 -1,728 -4.84% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 32,960 3,622 0.11% — 195 +32,960 New Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Added to 32,946 3,621 0.19% 0.2% 196 +52 0.16% Q4 2025 Jan 15, 2026
US BANCORP \DE\ History Reduced 32,813 3,606 0.0% 0.0% 197 -5,054 -13.35% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Reduced 32,560 3,578 0.02% 0.02% 198 -453 -1.37% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 32,419 3,563 0.01% 0.01% 199 -230 -0.7% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Reduced 32,327 3,553 0.3% 0.31% 200 -961 -2.89% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 31,730 3,487 0.02% 0.02% 201 +5,192 19.56% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 31,476 3,459 0.0% 0.0% 202 +2,499 8.62% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History Added to 31,459 3,457 0.11% 0.11% 203 +938 3.07% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Reduced 31,152 3,423 0.09% 0.1% 204 -744 -2.33% Q4 2025 Jan 30, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 31,123 3,420 1.11% 1.26% 205 -1,493 -4.58% Q4 2025 Feb 13, 2026
Greenspring Advisors, LLC History Added to 30,709 3,375 0.21% 0.05% 206 +28,363 1208.99% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Reduced 30,491 3,351 0.15% 0.18% 207 -3,198 -9.49% Q4 2025 Jan 27, 2026
Graham Capital Management, L.P. History New 30,400 3,341 0.08% — 208 +30,400 New Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 30,395 3,340 0.11% 0.11% 209 +718 2.42% Q4 2025 Jan 30, 2026
SigFig Wealth Management, LLC History Added to 30,162 3,318 0.1% 0.1% 210 +1,080 3.71% Q4 2025 Jan 16, 2026
NWAM LLC History Reduced 29,977 3,308 0.18% 0.18% 211 -255 -0.84% Q4 2025 Feb 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 29,837 3,279 0.11% 0.12% 212 -810 -2.64% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 29,404 3,231 0.0% 0.0% 213 -1,110 -3.64% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 29,039 3,191 0.16% 0.17% 214 -150 -0.51% Q4 2025 Feb 03, 2026
Fortitude Family Office, LLC History Reduced 28,771 3,162 0.74% 0.92% 215 -2,004 -6.51% Q4 2025 Jan 15, 2026
MGO ONE SEVEN LLC History Added to 28,562 3,139 0.06% 0.05% 216 +9,624 50.82% Q4 2025 Feb 03, 2026
ADIRONDACK TRUST CO History Reduced 28,423 3,123 1.03% 1.14% 217 -2,156 -7.05% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Reduced 28,229 3,102 0.06% 0.07% 218 -1,730 -5.77% Q4 2025 Feb 17, 2026
Private Advisory Group LLC History Added to 27,890 3,065 0.24% 0.23% 219 +2,939 11.78% Q4 2025 Jan 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 27,758 3,050 0.22% 0.24% 220 -2,868 -9.36% Q4 2025 Feb 12, 2026
Samalin Investment Counsel, LLC History Reduced 27,729 3,047 1.08% 1.08% 221 -370 -1.32% Q4 2025 Jan 30, 2026
PARK AVENUE SECURITIES LLC History Added to 27,677 3,042 0.03% 0.01% 222 +21,372 338.97% Q4 2025 Jan 05, 2026
Chicago Partners Investment Group LLC History Added to 27,600 3,042 0.07% 0.08% 223 +797 2.97% Q4 2025 Jan 28, 2026
Texas Bank & Trust Co History Added to 27,672 3,041 1.11% 0.9% 224 +6,350 29.78% Q4 2025 Feb 06, 2026
SAGE FINANCIAL GROUP INC History No change 27,414 3,013 0.2% 0.21% 225 0 0.0% Q4 2025 Jan 27, 2026
AMG National Trust Bank History Reduced 27,334 3,004 0.07% 0.08% 226 -760 -2.71% Q4 2025 Jan 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 27,305 3,001 0.04% 0.04% 227 -288 -1.04% Q4 2025 Jan 22, 2026
CFS Investment Advisory Services, LLC History Added to 27,132 2,982 0.22% 0.22% 228 +234 0.87% Q4 2025 Feb 10, 2026
CALTON & ASSOCIATES, INC. History Added to 27,042 2,972 0.44% 0.42% 229 +1,717 6.78% Q4 2025 Feb 10, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 26,956 2,962 0.19% 0.21% 230 +1 0.0% Q4 2025 Feb 04, 2026
Garner Asset Management Corp History Added to 26,607 2,924 1.12% 0.83% 231 +8,084 43.64% Q4 2025 Feb 03, 2026
Coastal Bridge Advisors, LLC History Added to 26,529 2,915 0.22% 0.22% 232 +90 0.34% Q4 2025 Feb 18, 2026
Cordant, Inc. History Added to 25,798 2,835 1.19% 1.25% 233 +839 3.36% Q4 2025 Jan 12, 2026
Composition Wealth, LLC History Reduced 25,359 2,787 0.04% 0.07% 234 -17,364 -40.64% Q4 2025 Feb 02, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 25,353 2,786 2.43% — 235 +25,353 New Q4 2025 Feb 12, 2026
SCRATCH CAPITAL LLC History No change 25,252 2,775 1.82% 1.85% 236 0 0.0% Q4 2025 Jan 13, 2026
CIBC WORLD MARKET INC. History Added to 25,096 2,758 0.0% 0.0% 237 +213 0.86% Q4 2025 Feb 10, 2026
Lifetime Wealth Management P.C. History New 24,992 2,746 1.72% — 238 +24,992 New Q4 2025 Mar 25, 2026
MGO Private Wealth, LLC History New 24,155 2,654 1.64% — 239 +24,155 New Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 24,102 2,649 0.0% 0.0% 240 +10,368 75.49% Q4 2025 Feb 17, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 24,078 2,646 0.19% 0.2% 241 -690 -2.79% Q4 2025 Feb 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 23,954 2,632 0.29% 0.34% 242 -4,317 -15.27% Q4 2025 Jan 29, 2026
DV Trading LLC History New 23,818 2,617 0.07% — 243 +23,818 New Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 23,765 2,612 0.15% 0.1% 244 +6,755 39.71% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Reduced 23,749 2,610 0.6% 0.69% 245 -5,761 -19.52% Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History Added to 23,459 2,578 0.4% 0.41% 246 +236 1.02% Q4 2025 Feb 11, 2026
Crabel Capital Management, LLC History Reduced 23,340 2,565 1.94% 5.09% 247 -27,815 -54.37% Q4 2025 Feb 17, 2026
Climber Capital SA History New 23,055 2,530 1.65% — 248 +23,055 New Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 22,826 2,508 0.04% 0.04% 249 +567 2.55% Q4 2025 Feb 17, 2026
Heritage Trust Co History Reduced 22,723 2,497 0.25% 0.3% 250 -2,453 -9.74% Q4 2025 Feb 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 22,684 2,493 0.1% 0.08% 251 +6,239 37.94% Q4 2025 Feb 09, 2026
SYKON CAPITAL LLC History Reduced 22,456 2,468 0.79% 1.11% 252 -7,550 -25.16% Q4 2025 Feb 12, 2026
Gibraltar Capital Management, Inc. History Added to 22,171 2,436 0.41% 0.4% 253 +2,321 11.69% Q4 2025 Feb 02, 2026
Valpey Financial Services, LLC History Added to 22,100 2,428 1.55% 1.59% 255 +212 0.97% Q4 2025 Mar 04, 2026
TI-TRUST, INC History Added to 22,099 2,428 1.5% 1.53% 254 +180 0.82% Q4 2025 Jan 23, 2026
Peak Financial Management, Inc. History Added to 21,418 2,354 0.61% 0.63% 256 +76 0.36% Q4 2025 Jan 23, 2026
Golden Bell Financial Planning LLC History Reduced 21,288 2,339 1.95% 2.07% 257 -118 -0.55% Q4 2025 Feb 03, 2026
Archford Capital Strategies, LLC History New 20,543 2,257 0.26% — 258 +20,543 New Q4 2025 Jan 15, 2026
Ascent Wealth Partners, LLC History Reduced 20,529 2,256 0.26% 0.27% 259 -770 -3.62% Q4 2025 Feb 02, 2026
WealthCollab, LLC History Reduced 19,673 2,162 0.88% 1.0% 260 -18 -0.09% Q4 2025 Jan 27, 2026
Addison Capital Co History Added to 19,541 2,147 0.54% 0.49% 261 +4,531 30.19% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 19,308 2,122 0.1% 0.11% 262 -650 -3.26% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 19,213 2,112 0.0% 0.0% 263 +1,860 10.72% Q4 2025 Feb 12, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 19,159 2,105 1.76% 1.91% 264 0 0.0% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 19,100 2,099 0.0% 0.0% 265 -13,323 -41.09% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 19,007 2,089 0.0% 0.0% 266 +6,851 56.36% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Reduced 19,007 2,089 0.04% 0.04% 267 -42 -0.22% Q4 2025 Jan 16, 2026
Townsend Financial Planning, LLC History New 18,950 2,082 2.08% — 268 +18,950 New Q4 2025 Feb 17, 2026
Bull Street Advisors, LLC History Reduced 18,933 2,081 0.97% 1.02% 269 -795 -4.03% Q4 2025 Jan 28, 2026
GTS SECURITIES LLC History New 18,839 2,070 0.07% — 270 +18,839 New Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 18,771 2,063 0.08% 0.08% 271 +1,851 10.94% Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History Reduced 18,669 2,051 0.25% 0.27% 272 -307 -1.62% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Reduced 18,640 2,048 0.04% 0.05% 273 -350 -1.84% Q4 2025 Feb 13, 2026
RCW Management, LLC History New 18,568 2,040 2.06% — 274 +18,568 New Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Added to 18,458 2,028 0.0% 0.0% 275 +7,158 63.35% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History Added to 18,264 2,007 0.1% 0.09% 276 +4,366 31.41% Q4 2025 Jan 07, 2026
Fortune Financial Advisors, LLC History Reduced 18,235 2,004 1.35% 1.55% 277 -243 -1.32% Q4 2025 Jan 23, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 18,158 1,995 0.12% 0.13% 278 -213 -1.16% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Reduced 18,150 1,994 0.01% 0.01% 279 -3,251 -15.19% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 18,068 1,985 0.0% 0.0% 280 -2,507 -12.18% Q4 2025 Feb 11, 2026
SIMON QUICK ADVISORS, LLC History Added to 17,444 1,917 0.08% 0.09% 281 +267 1.55% Q4 2025 Jan 29, 2026
Vontobel Holding Ltd. History No change 17,179 1,888 0.01% 0.01% 282 0 0.0% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Added to 17,057 1,874 1.2% 1.51% 283 +1,718 11.2% Q4 2025 Feb 13, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 16,926 1,860 1.83% — 284 +16,926 New Q4 2025 Jan 26, 2026
Yanni & Associates Investment Advisors, LLC History New 16,899 1,857 1.86% — 286 +16,899 New Q4 2025 Feb 06, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 16,898 1,857 0.69% 0.72% 285 -175 -1.03% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Added to 16,758 1,841 0.08% 0.07% 287 +930 5.88% Q4 2025 Feb 17, 2026
Fairway Wealth LLC History Added to 16,623 1,827 0.49% 0.49% 288 +921 5.87% Q4 2025 Jan 28, 2026
FIRST AMERICAN TRUST, FSB History Added to 16,582 1,822 0.13% 0.12% 289 +1,954 13.36% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History New 16,559 1,820 0.02% — 290 +16,559 New Q4 2025 Feb 06, 2026
Principia Wealth Advisory, LLC History Added to 16,526 1,816 1.14% 0.58% 292 +8,894 116.54% Q4 2025 Feb 10, 2026
Independent Family Office, LLC History Reduced 16,526 1,816 0.76% 0.84% 291 -1,410 -7.86% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History New 16,443 1,807 0.05% — 293 +16,443 New Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Added to 16,296 1,791 0.03% 0.03% 294 +1,519 10.28% Q4 2025 Jan 13, 2026
BTG Pactual Asset Management US LLC History New 16,901 1,788 0.17% — 295 +16,901 New Q4 2025 Feb 17, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 16,225 1,783 0.54% 0.55% 296 +370 2.33% Q4 2025 Jan 30, 2026
Mutual Advisors, LLC History Reduced 16,216 1,782 0.04% 0.04% 297 -1,283 -7.33% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Reduced 16,090 1,768 0.06% 0.07% 298 -1,219 -7.04% Q4 2025 Feb 06, 2026
Brookstone Capital Management History Added to 16,010 1,759 0.02% 0.02% 299 +1,280 8.69% Q4 2025 Jan 15, 2026
WASHINGTON TRUST Co History Reduced 15,965 1,754 0.06% 0.06% 300 -1,208 -7.03% Q4 2025 Feb 10, 2026
Perissos Private Wealth Management, LLC History Reduced 15,941 1,752 1.51% 1.31% 301 -263 -1.62% Q4 2025 Feb 09, 2026
Cannon Financial Strategists, Inc. History Added to 15,949 1,752 0.24% 0.25% 302 +73 0.46% Q4 2025 Feb 04, 2026
TrueWealth Financial Partners History New 15,708 1,726 1.43% — 303 +15,708 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 15,708 1,726 1.42% — 304 +15,708 New Q4 2025 Feb 05, 2026
Prosperity Planning, Inc. History Added to 15,695 1,725 0.45% 0.35% 305 +4,125 35.65% Q4 2025 Jan 14, 2026
Ellis Investment Partners, LLC History Reduced 15,692 1,724 0.3% 0.33% 306 -536 -3.3% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 15,411 1,694 0.0% 0.0% 307 +6,639 75.68% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Reduced 15,417 1,694 0.04% 0.05% 308 -352 -2.23% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 15,287 1,683 0.02% 0.02% 309 -677 -4.24% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History New 15,227 1,673 0.23% — 310 +15,227 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 15,203 1,671 0.1% 0.11% 311 -389 -2.49% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 15,191 1,669 0.01% — 312 +15,191 New Q4 2025 Feb 18, 2026
Whalen Wealth Management Inc. History Added to 15,058 1,655 0.89% 0.88% 313 +1,525 11.27% Q4 2025 Jan 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 15,027 1,651 0.0% 0.0% 314 +212 1.43% Q4 2025 Feb 17, 2026
Blue Fin Capital, Inc. History Added to 15,018 1,650 0.26% 0.25% 315 +635 4.41% Q4 2025 Jan 23, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 15,008 1,649 0.16% 0.17% 316 0 0.0% Q4 2025 Jan 20, 2026
Darden Wealth Group Inc History Reduced 14,898 1,637 0.79% 0.89% 317 -362 -2.37% Q4 2025 Feb 09, 2026
Sterling Financial Planning, Inc. History Added to 14,867 1,634 0.49% 0.51% 318 +463 3.21% Q4 2025 Jan 27, 2026
NorthCrest Asset Manangement, LLC History Reduced 14,806 1,631 0.04% 0.04% 319 -2,060 -12.21% Q4 2025 Jan 08, 2026
Biondo Investment Advisors, LLC History Added to 14,815 1,628 0.2% 0.2% 320 +436 3.03% Q4 2025 Feb 13, 2026
SPRING CAPITAL MANAGEMENT, LLC History Added to 14,686 1,614 0.82% 0.79% 321 +161 1.11% Q4 2025 Jan 13, 2026
Pflug Koory, LLC History Reduced 14,673 1,612 0.75% 0.78% 322 -148 -1.0% Q4 2025 Jan 20, 2026
American Investment Services, Inc. History Added to 14,664 1,611 0.37% 0.38% 323 +461 3.25% Q4 2025 Feb 13, 2026
CPA Asset Management Group, LLC History No change 14,657 1,610 0.56% 0.63% 324 0 0.0% Q4 2025 Jan 13, 2026
FIDUCIENT ADVISORS LLC History Added to 14,423 1,585 0.2% 0.18% 325 +219 1.54% Q4 2025 Feb 10, 2026
City State Bank History Reduced 14,380 1,580 0.43% 0.48% 326 -700 -4.64% Q4 2025 Jan 28, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 14,374 1,579 0.03% 0.04% 327 -577 -3.86% Q4 2025 Feb 05, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 14,156 1,555 0.18% 0.14% 328 +3,846 37.3% Q4 2025 Feb 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 14,007 1,539 0.07% 0.04% 329 +8,319 146.26% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 13,898 1,527 0.01% — 330 +13,898 New Q4 2025 Feb 18, 2026
Madden Advisory Services, Inc. History Added to 13,885 1,526 0.61% 0.58% 331 +500 3.74% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 13,832 1,521 0.02% 0.02% 332 +3,451 33.24% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Reduced 13,792 1,515 0.07% 0.07% 333 -18 -0.13% Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 13,664 1,501 0.08% 0.26% 334 -23,735 -63.46% Q4 2025 Feb 04, 2026
William Howard & Co Financial Advisors Inc History Added to 13,410 1,473 1.24% 1.26% 335 +87 0.65% Q4 2025 Jan 21, 2026
PFG Investments, LLC History Reduced 13,370 1,469 0.07% 0.09% 336 -2,221 -14.25% Q4 2025 Jan 26, 2026
E&G Advisors, LP History Reduced 13,203 1,450 0.32% 0.35% 337 -320 -2.37% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 12,998 1,428 0.03% 0.03% 338 +2,205 20.43% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History Added to 12,757 1,402 0.09% 0.06% 339 +5,064 65.83% Q4 2025 Apr 02, 2026
Avos Capital Management, LLC History Added to 12,341 1,356 0.59% 0.64% 340 +65 0.53% Q4 2025 Feb 13, 2026
MMA ASSET MANAGEMENT LLC History Added to 12,333 1,355 0.48% 0.43% 341 +699 6.01% Q4 2025 Feb 03, 2026
Calder Financial LLC History New 12,214 1,342 1.32% — 342 +12,214 New Q4 2025 Jan 23, 2026
Milestones Private Investment Advisors LLC History Added to 12,209 1,341 0.92% 0.83% 343 +1,253 11.44% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Reduced 12,181 1,338 0.03% 0.03% 344 -28 -0.23% Q4 2025 Jan 14, 2026
BENJAMIN EDWARDS INC History Added to 12,115 1,331 0.01% 0.01% 345 +6,061 100.12% Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History Reduced 12,069 1,326 0.02% 0.02% 346 -139 -1.14% Q4 2025 Feb 02, 2026
ALESCO ADVISORS LLC History Reduced 12,059 1,325 0.03% 0.04% 347 -1,504 -11.09% Q4 2025 Jan 28, 2026
Trek Financial, LLC History Reduced 11,901 1,308 0.08% 0.08% 348 -526 -4.23% Q4 2025 Feb 04, 2026
FIRST NATIONAL TRUST CO History Added to 11,771 1,293 0.04% 0.03% 349 +4,574 63.55% Q4 2025 Feb 09, 2026
Arrow Investment Advisors, LLC History No change 11,631 1,278 1.42% 1.43% 350 0 0.0% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 11,620 1,277 0.05% 0.03% 351 +7,857 208.8% Q4 2025 Feb 04, 2026
Note Advisors, LLC History Added to 11,557 1,272 0.65% 0.57% 352 +3,002 35.09% Q4 2025 Feb 18, 2026
Wealthspire Advisors, LLC History Added to 11,453 1,258 0.01% 0.01% 353 +556 5.1% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 11,345 1,246 0.03% 0.03% 354 -1,884 -14.24% Q4 2025 Feb 09, 2026
BEARING POINT CAPITAL, LLC History Added to 11,342 1,246 0.19% 0.2% 355 +850 8.1% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 11,309 1,244 0.02% 0.02% 356 -417 -3.56% Q4 2025 Feb 09, 2026
&PARTNERS History Reduced 11,621 1,231 0.01% 0.01% 357 -1,768 -13.2% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Reduced 11,205 1,231 0.02% 0.02% 358 -617 -5.22% Q4 2025 Feb 09, 2026
180 WEALTH ADVISORS, LLC History Reduced 11,198 1,230 0.14% 0.16% 359 -927 -7.65% Q4 2025 Jan 09, 2026
SBI Securities Co., Ltd. History Reduced 11,157 1,226 0.03% 0.03% 360 -400 -3.46% Q4 2025 Feb 03, 2026
B. Riley Wealth Advisors, Inc. History Added to 11,146 1,225 0.06% 0.05% 361 +595 5.64% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Reduced 11,055 1,215 0.07% 0.07% 362 -2 -0.02% Q4 2025 Jan 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 10,984 1,207 0.07% 0.1% 363 -2,254 -17.03% Q4 2025 Feb 10, 2026
Compagnie Lombard Odier SCmA History No change 10,990 1,207 0.01% 0.01% 364 0 0.0% Q4 2025 Jan 16, 2026
Indivisible Partners History New 10,966 1,205 0.13% — 365 +10,966 New Q4 2025 Feb 03, 2026
CWC Advisors, LLC. History Added to 10,879 1,195 0.58% 0.56% 366 +536 5.18% Q4 2025 Jan 26, 2026
VestGen Investment Management History Reduced 10,599 1,164 0.65% 0.74% 367 -425 -3.86% Q4 2025 Feb 18, 2026
Grey Fox Wealth Advisors, LLC History Reduced 10,571 1,161 0.24% 0.26% 368 -992 -8.58% Q4 2025 Feb 12, 2026
Chemistry Wealth Management LLC History No change 10,447 1,148 0.21% 0.22% 369 0 0.0% Q4 2025 Jan 06, 2026
Arcataur Capital Management LLC History No change 10,399 1,142 0.33% 0.34% 370 0 0.0% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Reduced 10,290 1,130 0.01% 0.02% 371 -2,152 -17.3% Q4 2025 Feb 05, 2026
ALLIANCEBERNSTEIN L.P. History Added to 10,175 1,118 0.0% 0.0% 372 +849 9.1% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 10,169 1,117 0.01% 0.01% 373 +518 5.37% Q4 2025 Jan 26, 2026
McCartney Wealth Management LLC History New 10,130 1,113 0.96% — 374 +10,130 New Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 10,068 1,106 0.01% 0.02% 375 -345 -3.31% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 10,040 1,103 0.01% 0.01% 376 +3,492 53.33% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History No change 9,964 1,095 0.07% 0.07% 377 0 0.0% Q4 2025 Feb 03, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 9,919 1,090 0.04% 0.02% 378 +3,660 58.48% Q4 2025 Feb 13, 2026
BOS Asset Management, LLC History Reduced 9,916 1,089 0.29% 0.32% 379 -166 -1.65% Q4 2025 Jan 09, 2026
Parkside Financial Bank & Trust History Added to 9,903 1,088 0.08% 0.08% 380 +223 2.3% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 9,871 1,084 0.0% — 381 +9,871 New Q4 2025 Feb 05, 2026
Pine Valley Investments Ltd Liability Co History Reduced 9,839 1,081 0.05% 0.05% 382 -175 -1.75% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 9,817 1,078 0.03% 0.03% 383 -1,352 -12.1% Q4 2025 Feb 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 9,796 1,076 0.07% 0.08% 384 -569 -5.49% Q4 2025 Jan 23, 2026
Bank of Marin History Reduced 9,742 1,070 0.74% 0.77% 385 -57 -0.58% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Reduced 9,668 1,062 0.05% 0.05% 386 -26 -0.27% Q4 2025 Feb 12, 2026
Jacobi Capital Management LLC History Reduced 9,526 1,047 0.06% 0.07% 387 -365 -3.69% Q4 2025 Feb 13, 2026
Sepio Capital, LP History Added to 9,533 1,047 0.06% 0.06% 388 +103 1.09% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Reduced 9,457 1,039 0.02% 0.02% 389 -118 -1.23% Q4 2025 Feb 04, 2026
Sovereign Financial Group, Inc. History Reduced 9,282 1,020 0.18% 0.2% 390 -235 -2.47% Q4 2025 Jan 07, 2026
Aviance Capital Partners, LLC History Added to 9,279 1,019 0.12% 0.11% 391 +733 8.58% Q4 2025 Feb 06, 2026
Engineers Gate Manager LP History Reduced 9,235 1,015 0.01% 0.02% 392 -8,873 -49.0% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 9,221 1,013 0.15% 0.16% 393 +203 2.25% Q4 2025 Jan 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 9,127 1,003 0.14% 0.17% 394 -282 -3.0% Q4 2025 Jan 12, 2026
TFB Advisors LLC History Reduced 9,080 997 0.28% 0.3% 395 -9 -0.1% Q4 2025 Feb 13, 2026
Envision Financial LLC History Added to 9,000 989 0.52% 0.19% 397 +6,000 200.0% Q4 2025 Jan 07, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Added to 9,000 989 0.15% 0.83% 396 +1,500 20.0% Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History Added to 8,938 982 0.04% 0.03% 398 +1,886 26.74% Q4 2025 Feb 17, 2026
WAYSTONE ADVISORS LLC History New 8,911 979 0.84% — 399 +8,911 New Q4 2025 Feb 09, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 8,891 977 0.17% 0.17% 400 +629 7.61% Q4 2025 Feb 17, 2026
SHAYNE & JACOBS, LLC History No change 8,880 976 0.3% 0.31% 401 0 0.0% Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History Reduced 8,855 973 0.0% 0.0% 402 -133 -1.48% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 8,846 972 0.06% 0.06% 403 +202 2.34% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 8,826 970 0.01% 0.01% 404 -3,278 -27.08% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 8,773 964 0.02% 0.02% 405 +292 3.44% Q4 2025 Jan 21, 2026
PINNACLE ASSOCIATES LTD History Reduced 8,741 960 0.01% 0.01% 406 -70 -0.79% Q4 2025 Feb 05, 2026
Capstone Wealth Management Group LLC History Added to 8,626 948 0.57% 0.28% 407 +4,737 121.81% Q4 2025 Jan 09, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 8,610 946 0.4% 0.42% 408 -91 -1.05% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 8,596 944 0.02% 0.02% 409 +1,328 18.27% Q4 2025 Feb 06, 2026
Perfromance Wealth Partners, LLC History Reduced 8,559 940 0.03% 0.03% 411 -682 -7.38% Q4 2025 Jan 21, 2026
Fund Evaluation Group, LLC History Reduced 8,554 940 0.03% 0.03% 410 -42 -0.49% Q4 2025 Feb 11, 2026
FELL CAPITAL MANAGEMENT /ADV History New 8,520 936 0.91% — 412 +8,520 New Q4 2025 Mar 27, 2026
SELDON CAPITAL LP History No change 8,515 935 0.32% 0.33% 413 0 0.0% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 8,449 928 0.01% 0.01% 414 +366 4.53% Q4 2025 Jan 26, 2026
Exit Wealth Advisors, LLC. History Added to 8,290 911 0.54% 0.48% 415 +1,819 28.11% Q4 2025 Feb 10, 2026
Fox Hill Wealth Management History Reduced 8,252 906 0.42% 0.46% 416 -541 -6.15% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Reduced 8,239 905 0.03% 0.04% 417 -17 -0.21% Q4 2025 Jan 21, 2026
CULLEN/FROST BANKERS, INC. History Reduced 8,206 901 0.01% 0.01% 418 -382 -4.45% Q4 2025 Feb 06, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 8,185 899 0.07% 0.05% 419 +2,106 34.64% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Reduced 8,122 893 0.0% 0.05% 420 -132,874 -94.24% Q4 2025 Jan 09, 2026
STOCK YARDS BANK & TRUST CO History Reduced 8,116 892 0.03% 0.03% 421 -470 -5.47% Q4 2025 Jan 21, 2026
Portside Wealth Group, LLC History Reduced 8,109 891 0.12% 0.13% 422 -421 -4.94% Q4 2025 Jan 21, 2026
Palisade Asset Management, LLC History Reduced 8,106 890 0.09% 0.09% 423 -364 -4.3% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 8,056 885 0.05% 0.05% 424 +19 0.24% Q4 2025 Feb 11, 2026
Florin Court Capital LLP History Added to 8,000 879 1.22% 0.5% 425 +2,300 40.35% Q4 2025 Feb 05, 2026
TritonPoint Partners, LLC History New 7,801 857 0.46% — 426 +7,801 New Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 7,711 847 0.18% 0.33% 428 -4,925 -38.98% Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 7,711 847 0.04% 0.03% 427 +1,565 25.46% Q4 2025 Jan 21, 2026
Vise Technologies, Inc. History Added to 7,699 846 0.02% 0.01% 430 +5,867 320.25% Q4 2025 Feb 11, 2026
FIDUCIARY TRUST CO History Added to 7,700 846 0.01% 0.01% 429 +1,500 24.19% Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History Added to 7,615 836 0.2% 0.21% 431 +1 0.01% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History Added to 7,605 835 0.0% 0.0% 432 +785 11.51% Q4 2025 Feb 17, 2026
Kelsey Financial, LLC History New 7,572 832 0.71% — 433 +7,572 New Q4 2025 Jan 23, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 7,542 828 0.03% 0.03% 434 +131 1.77% Q4 2025 Jan 12, 2026
Fortis Group Advisors, LLC History Added to 7,468 824 0.14% 0.0% 435 +7,349 6175.63% Q4 2025 Feb 06, 2026
DUNCKER STREETT & CO INC History Added to 7,405 813 0.14% 0.14% 436 +26 0.35% Q4 2025 Jan 27, 2026
Clark Capital Management Group, Inc. History New 7,370 810 0.0% — 437 +7,370 New Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Reduced 7,268 798 0.02% 0.03% 438 -659 -8.31% Q4 2025 Feb 12, 2026
Jaffetilchin Investment Partners, LLC History Added to 7,242 795 0.05% 0.04% 439 +1,050 16.96% Q4 2025 Jan 15, 2026
KELLEHER FINANCIAL ADVISORS History No change 7,220 793 0.18% 0.2% 440 0 0.0% Q4 2025 Jan 20, 2026
Family Legacy Financial Solutions, LLC History Reduced 7,129 784 0.6% 0.78% 441 -2,038 -22.23% Q4 2025 Jan 20, 2026
Farrell Financial LLC History Added to 7,119 782 0.46% 0.49% 442 +98 1.4% Q4 2025 Jan 12, 2026
Austin Asset Management Co Inc History Added to 7,076 777 0.13% 0.14% 443 +46 0.65% Q4 2025 Feb 04, 2026
Wellington Shields & Co., LLC History No change 7,067 776 0.19% 0.2% 444 0 0.0% Q4 2025 Feb 09, 2026
BANQUE PICTET & CIE SA History No change 7,050 774 0.0% 0.0% 445 0 0.0% Q4 2025 Jan 16, 2026
Atlas Brown,Inc. History Added to 7,020 771 0.23% 0.23% 446 +20 0.29% Q4 2025 Jan 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 6,991 768 0.12% 0.16% 447 -1,575 -18.39% Q4 2025 Jan 14, 2026
SMITH, MOORE & CO. History Added to 6,956 764 0.06% 0.06% 448 +6 0.09% Q4 2025 Jan 23, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 6,860 753 0.03% 0.03% 449 -268 -3.76% Q4 2025 Feb 13, 2026
Balefire, LLC History Added to 6,833 750 0.15% 0.15% 450 +268 4.08% Q4 2025 Jan 12, 2026
Chesley Taft & Associates LLC History Reduced 6,818 749 0.03% 0.03% 451 -41 -0.6% Q4 2025 Jan 14, 2026
Planned Solutions, Inc. History No change 6,707 737 0.24% 0.26% 452 0 0.0% Q4 2025 Jan 28, 2026
WEDBUSH SECURITIES INC History Reduced 6,665 733 0.02% 0.03% 453 -438 -6.17% Q4 2025 Feb 12, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 6,611 726 0.47% 0.57% 454 -2,814 -29.86% Q4 2025 Feb 09, 2026
Turim 21 Investimentos Ltda. History Reduced 6,570 722 0.28% 1.49% 455 -33,221 -83.49% Q4 2025 Feb 17, 2026
Bigelow Investment Advisors, LLC History Reduced 6,550 719 0.28% 0.3% 456 -132 -1.98% Q4 2025 Jan 28, 2026
Capital Analysts, LLC History Reduced 6,525 717 0.02% 0.02% 457 -1,103 -14.46% Q4 2025 Feb 11, 2026
Regal Investment Advisors LLC History Added to 6,504 714 0.04% 0.04% 459 +1,003 18.23% Q4 2025 Feb 17, 2026
WealthTrust Axiom LLC History No change 6,500 714 0.18% 0.19% 458 0 0.0% Q4 2025 Feb 13, 2026
Cauble & Harre Wealth Management, Inc. History New 6,450 708 0.59% — 460 +6,450 New Q4 2025 Feb 05, 2026
Arta Finance Wealth Management LLC History New 6,434 707 0.36% — 461 +6,434 New Q4 2025 Jan 20, 2026
FIRST UNITED BANK & TRUST History Added to 6,427 706 0.23% 0.23% 462 +119 1.89% Q4 2025 Jan 21, 2026
Summa Corp. History No change 6,430 706 0.3% 0.31% 463 0 0.0% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Reduced 6,409 704 0.0% 0.0% 464 -398 -5.85% Q4 2025 Feb 12, 2026
Red Wave Investments LLC History Reduced 6,325 695 0.21% 0.22% 465 -35 -0.55% Q4 2025 Feb 06, 2026
DMC Group, LLC History Reduced 6,278 690 0.46% 0.53% 466 -654 -9.43% Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History Added to 6,220 683 0.02% 0.01% 467 +4,373 236.76% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Reduced 6,207 682 0.0% 0.0% 468 -2,204 -26.2% Q4 2025 Feb 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 6,213 682 0.01% 0.02% 469 -1,226 -16.48% Q4 2025 Feb 06, 2026
DecisionMap Wealth Management, LLC History Added to 6,189 680 0.42% 0.41% 470 +490 8.6% Q4 2025 Jan 07, 2026
American Trust History Added to 6,154 676 0.06% 0.04% 471 +1,956 46.59% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 6,117 672 0.0% 0.0% 472 -1,017 -14.26% Q4 2025 Feb 17, 2026
Busey Bank History Reduced 6,108 671 0.02% 0.02% 473 -669 -9.87% Q4 2025 Jan 27, 2026
J2 Capital Management Inc History Added to 6,104 670 0.49% 0.48% 474 +310 5.35% Q4 2025 Jan 20, 2026
Tranquilli Financial Advisor LLC History Reduced 6,099 670 0.39% 0.41% 475 -194 -3.08% Q4 2025 Jan 27, 2026
Westfuller Advisors, LLC History Reduced 6,095 669 0.27% 0.32% 477 -333 -5.18% Q4 2025 Jan 21, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 6,095 669 0.26% 0.26% 476 0 0.0% Q4 2025 Feb 13, 2026
Charter Capital Management, LLC\DE History Added to 6,058 665 0.34% 0.32% 478 +682 12.69% Q4 2025 Jan 22, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,038 663 0.01% 0.02% 480 -8,465 -58.37% Q4 2025 Feb 11, 2026
Inscription Capital, LLC History Reduced 6,041 663 0.07% 0.08% 479 -218 -3.48% Q4 2025 Jan 29, 2026
Atwater Malick LLC History Reduced 5,993 658 0.18% 0.21% 481 -580 -8.82% Q4 2025 Jan 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 5,985 657 0.01% 0.01% 482 -45 -0.75% Q4 2025 Jan 16, 2026
Zinnia Wealth Advisory, LLC History New 5,946 653 0.71% — 483 +5,946 New Q4 2025 Feb 13, 2026
Alpha Cubed Investments, LLC History Reduced 5,937 652 0.02% 0.03% 484 -917 -13.38% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Reduced 5,916 650 0.01% 0.01% 485 -59 -0.99% Q4 2025 Jan 29, 2026
Johnson Financial Group, LLC History No change 5,906 649 0.04% 0.06% 486 0 0.0% Q4 2025 Feb 10, 2026
Headlands Technologies LLC History Added to 5,858 643 0.05% 0.04% 487 +1,638 38.82% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 5,842 642 0.02% 0.03% 488 -1,736 -22.91% Q4 2025 Jan 06, 2026
SUMMITRY LLC History No change 5,805 638 0.03% 0.03% 489 0 0.0% Q4 2025 Feb 09, 2026
PFG Advisors History Reduced 5,800 637 0.03% 0.03% 490 -870 -13.04% Q4 2025 Jan 27, 2026
Winter & Associates, Inc. History New 5,788 636 0.59% — 491 +5,788 New Q4 2025 Feb 13, 2026
Glenview Trust Co History Reduced 5,765 633 0.01% 0.01% 492 -410 -6.64% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History Added to 5,733 630 0.01% 0.01% 493 +455 8.62% Q4 2025 Jan 20, 2026
AWM CAPITAL, LLC History Reduced 5,724 629 0.06% 0.06% 494 -413 -6.73% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 5,720 628 0.03% 0.01% 495 +3,042 113.59% Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History Added to 5,689 625 0.09% 0.09% 496 +59 1.05% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 5,626 618 0.0% — 497 +5,626 New Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Added to 5,614 617 0.01% 0.01% 498 +682 13.83% Q4 2025 Feb 17, 2026
SJBENEN ADVISORY, LLC History New 5,600 615 0.57% — 499 +5,600 New Q4 2025 Jan 14, 2026
Rossby Financial, LCC History Added to 5,592 614 0.19% 0.01% 500 +5,239 1484.14% Q4 2025 Feb 12, 2026
American Financial Advisors, LLC History Reduced 5,586 613 0.08% 0.11% 501 -2,164 -27.92% Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History Added to 5,573 612 0.01% 0.01% 502 +963 20.89% Q4 2025 Feb 05, 2026
Summit Wealth Group, LLC History Added to 5,543 609 0.14% 0.15% 503 +45 0.82% Q4 2025 Feb 06, 2026
Caldwell Trust Co History Reduced 5,512 605 0.05% 0.06% 504 -28 -0.51% Q4 2025 Jan 30, 2026
SeaCrest Wealth Management, LLC History Reduced 5,463 602 0.06% 0.07% 505 -316 -5.47% Q4 2025 Jan 12, 2026
Kovack Advisors, Inc. History Added to 5,461 600 0.03% 0.05% 506 +816 17.57% Q4 2025 Feb 17, 2026
Financial Architects, LLC History New 5,450 599 0.32% — 508 +5,450 New Q4 2025 Jan 21, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 5,454 599 0.23% 0.25% 507 +17 0.31% Q4 2025 Jan 27, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 5,447 598 0.05% 0.06% 509 -724 -11.73% Q4 2025 Jan 30, 2026
Itau Unibanco Holding S.A. History Added to 5,437 597 0.01% 0.02% 510 +349 6.86% Q4 2025 Feb 13, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 5,416 595 0.44% 0.47% 511 -356 -6.17% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History Added to 5,410 594 0.03% 0.02% 512 +1,710 46.22% Q4 2025 Feb 10, 2026
CITIZENS & NORTHERN CORP History Added to 5,404 593 0.15% 0.14% 513 +270 5.26% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 5,400 593 0.0% 0.0% 514 -100 -1.82% Q4 2025 Feb 10, 2026
Veratis Advisors, Inc. History New 5,282 587 0.46% — 516 +5,282 New Q4 2025 Feb 18, 2026
FC Advisory LLC History Added to 5,343 587 0.17% 0.17% 515 +38 0.72% Q4 2025 Jan 13, 2026
Baldwin Investment Management, LLC History No change 5,200 571 0.06% 0.07% 517 0 0.0% Q4 2025 Feb 13, 2026
Single Point Partners, LLC History No change 5,194 570 0.11% 0.12% 518 0 0.0% Q4 2025 Jan 26, 2026
Hardin Capital Partners, LLC History No change 5,179 569 0.27% 0.31% 519 0 0.0% Q4 2025 Jan 09, 2026
Gibson Capital, LLC History Reduced 5,167 567 0.1% 0.11% 520 -1 -0.02% Q4 2025 Feb 05, 2026
Elm Partners Management LLC History Added to 5,116 562 0.03% 0.02% 521 +1,950 61.59% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History New 5,091 559 0.02% — 523 +5,091 New Q4 2025 Feb 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 5,092 559 0.0% 0.0% 522 +828 19.42% Q4 2025 Feb 12, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 5,070 557 0.13% 0.13% 524 0 0.0% Q4 2025 Feb 13, 2026
BCS Private Wealth Management, Inc. History No change 5,070 557 0.19% 0.2% 525 0 0.0% Q4 2025 Jan 26, 2026
FSA Investment Group, LLC History Added to 5,054 555 0.34% 0.31% 526 +606 13.62% Q4 2025 Jan 13, 2026
Shade Tree Advisors LLC History Added to 5,036 553 0.42% 0.33% 527 +1,637 48.16% Q4 2025 Feb 04, 2026
Carr Financial Group Corp History Reduced 5,033 553 0.15% 0.17% 528 -550 -9.85% Q4 2025 Jan 09, 2026
Baker Ellis Asset Management LLC History New 5,000 549 0.07% — 529 +5,000 New Q4 2025 Jan 21, 2026
Bath Savings Trust Co History Reduced 4,985 547 0.05% 0.07% 530 -1,300 -20.68% Q4 2025 Jan 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,979 547 0.01% 0.02% 531 -1,113 -18.27% Q4 2025 Jan 29, 2026
Quest 10 Wealth Builders, Inc. History Reduced 4,964 545 0.49% 0.66% 532 -1,514 -23.37% Q4 2025 Jan 29, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 4,905 539 0.56% 0.57% 533 -50 -1.01% Q4 2025 Feb 17, 2026
Upper Left Wealth Management, LLC History Added to 4,871 535 0.33% 0.3% 534 +600 14.05% Q4 2025 Jan 22, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 4,811 528 0.29% 0.33% 535 -311 -6.07% Q4 2025 Jan 12, 2026
TRUE Private Wealth Advisors History Reduced 4,797 527 0.05% 0.06% 536 -200 -4.0% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 4,784 527 0.02% 0.03% 537 -19 -0.4% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History Reduced 4,793 526 0.01% 0.01% 538 -78 -1.6% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 4,786 525 0.0% 0.0% 539 +3 0.06% Q4 2025 Feb 05, 2026
London & Capital Asset Management Ltd History New 4,762 523 0.01% — 540 +4,762 New Q4 2025 Feb 17, 2026
Oder Investment Management, LLC History Added to 4,721 518 0.38% 0.38% 541 +8 0.17% Q4 2025 Feb 12, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 4,694 517 0.35% 0.38% 543 -95 -1.98% Q4 2025 Jan 15, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 4,711 517 0.16% 0.16% 542 -50 -1.05% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History Reduced 4,699 516 0.02% 0.02% 544 -437 -8.51% Q4 2025 Jan 16, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 4,684 514 0.03% 0.04% 545 -51 -1.08% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 4,667 513 0.03% 0.04% 546 -202 -4.15% Q4 2025 Jan 15, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 4,666 512 0.41% 0.43% 547 0 0.0% Q4 2025 Feb 10, 2026
SYNTAX RESEARCH, INC. History Added to 4,633 509 0.31% 0.33% 548 +51 1.11% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Reduced 4,625 508 0.01% 0.01% 549 -292 -5.94% Q4 2025 Feb 09, 2026
May Barnhard Investments LLC History Added to 4,619 507 0.24% 0.24% 550 +46 1.01% Q4 2025 Jan 28, 2026
Rubicon Advisors, GP History New 4,564 501 0.46% — 552 +4,564 New Q4 2025 Mar 09, 2026
Ascent Group, LLC History Reduced 4,563 501 0.02% 0.03% 551 -3,124 -40.64% Q4 2025 Jan 20, 2026
Portfolio Resources Advisor Group, Inc. History New 4,550 500 0.5% — 553 +4,550 New Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 4,531 497 0.16% 0.16% 554 +47 1.05% Q4 2025 Jan 27, 2026
Ballentine Partners, LLC History No change 4,521 496 0.01% 0.01% 555 0 0.0% Q4 2025 Feb 03, 2026
Mission Creek Capital Partners, Inc. History Reduced 4,469 491 0.1% 0.13% 556 -1,404 -23.91% Q4 2025 Feb 12, 2026
Flaharty Asset Management, LLC History No change 4,466 490 0.06% 0.06% 557 0 0.0% Q4 2025 Feb 06, 2026
Grandview Asset Management LLC History Reduced 4,417 485 0.13% 0.14% 558 -111 -2.45% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Added to 4,373 480 0.01% 0.01% 559 +95 2.22% Q4 2025 Jan 20, 2026
Parker Financial LLC History Reduced 4,337 476 0.19% 0.2% 560 -30 -0.69% Q4 2025 Feb 03, 2026
Focus Financial Network, Inc. History Reduced 4,319 474 0.02% 0.02% 562 -304 -6.58% Q4 2025 Jan 12, 2026
CARDIFF PARK ADVISORS, LLC History Added to 4,314 474 0.04% 0.04% 561 +20 0.47% Q4 2025 Feb 17, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 4,291 471 0.04% 0.07% 563 +171 4.15% Q4 2025 Feb 11, 2026
Hardy Reed LLC History Added to 4,272 469 0.03% 0.03% 564 +573 15.49% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 4,255 467 0.01% 0.01% 565 +2,052 93.15% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Added to 4,255 467 0.01% 0.01% 566 +96 2.31% Q4 2025 Jan 22, 2026
Godfrey Financial Associates, Inc. History New 4,247 466 0.4% — 568 +4,247 New Q4 2025 Feb 10, 2026
Clarity Financial LLC History Reduced 4,246 466 0.04% 0.05% 567 -454 -9.66% Q4 2025 Jan 28, 2026
Visionary Wealth Advisors History Reduced 4,232 465 0.02% 0.04% 569 -2,897 -40.64% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 4,211 462 0.01% 0.01% 570 -968 -18.69% Q4 2025 Feb 09, 2026
Prudent Man Advisors, LLC History No change 4,197 461 0.17% 0.17% 571 0 0.0% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Reduced 4,193 460 0.0% 0.0% 572 -3,002 -41.72% Q4 2025 Feb 09, 2026
Courage Miller Partners, LLC History Reduced 4,177 459 0.14% 0.15% 573 -252 -5.69% Q4 2025 Jan 26, 2026
XTX Topco Ltd History New 4,166 457 0.01% — 574 +4,166 New Q4 2025 Feb 17, 2026
Dorsey Wright & Associates History Reduced 4,147 456 0.1% 0.11% 575 -411 -9.02% Q4 2025 Feb 20, 2026
Tyche Wealth Partners LLC History Reduced 4,098 450 0.07% 0.09% 577 -586 -12.51% Q4 2025 Jan 23, 2026
NorthLanding Financial Partners, LLC History Added to 4,101 450 0.36% 0.38% 576 +13 0.32% Q4 2025 Jan 26, 2026
10Elms LLP History Reduced 4,061 446 0.41% 0.43% 578 -235 -5.47% Q4 2025 Feb 13, 2026
Smith Thornton Advisors LLC History Reduced 4,035 443 0.23% 0.24% 579 -20 -0.49% Q4 2025 Jan 14, 2026
FSM Wealth Advisors, LLC History Added to 4,028 442 0.06% 0.06% 580 +197 5.14% Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Reduced 4,011 440 0.0% 0.07% 582 -53,878 -93.07% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 4,007 440 0.01% 0.01% 581 -22 -0.55% Q4 2025 Feb 10, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 4,007 440 0.07% 0.07% 583 0 0.0% Q4 2025 Jan 23, 2026
EQ WEALTH ADVISORS, LLC History No change 4,004 440 0.26% 0.29% 584 0 0.0% Q4 2025 Feb 02, 2026
Auour Investments LLC History Added to 3,979 437 0.14% 0.14% 585 +21 0.53% Q4 2025 Jan 12, 2026
First Growth Capital LLC History New 3,895 431 0.38% — 586 +3,895 New Q4 2025 Feb 19, 2026
Invesco Ltd. History Reduced 3,911 429 0.0% 0.0% 587 -275 -6.57% Q4 2025 Feb 19, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 3,877 426 0.02% 0.02% 588 +543 16.29% Q4 2025 Jan 22, 2026
Evelyn Partners Asset Management Ltd History Added to 3,882 426 0.1% 0.09% 589 +315 8.83% Q4 2025 Feb 13, 2026
Houlihan Financial Resource Group, Ltd. History New 3,846 423 0.16% — 590 +3,846 New Q4 2025 Feb 10, 2026
Mosley Wealth Management History New 3,803 423 0.19% — 591 +3,803 New Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History New 3,821 419 0.0% — 592 +3,821 New Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Reduced 3,797 417 0.0% 0.0% 593 -574 -13.13% Q4 2025 Feb 03, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 3,791 416 0.07% 0.08% 594 -384 -9.2% Q4 2025 Jan 22, 2026
COUNTRY TRUST BANK History Added to 3,780 415 0.01% 0.0% 595 +3,721 6306.78% Q4 2025 Jan 21, 2026
Journey Advisory Group, LLC History No change 3,762 413 0.03% 0.03% 596 0 0.0% Q4 2025 Jan 27, 2026
Evanson Asset Management, LLC History Added to 3,714 408 0.02% 0.02% 597 +20 0.54% Q4 2025 Jan 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,711 407 0.09% 0.1% 598 0 0.0% Q4 2025 Jan 09, 2026
Capital Wealth Alliance, LLC History Added to 3,667 406 0.17% 0.2% 599 +28 0.77% Q4 2025 Feb 17, 2026
Matrix Trust Co History Added to 3,686 405 0.07% 0.06% 600 +260 7.59% Q4 2025 Jan 13, 2026
SageView Advisory Group, LLC History Added to 3,662 402 0.01% 0.01% 601 +10 0.27% Q4 2025 Feb 17, 2026
Werba Rubin Papier Wealth Management History New 3,650 401 0.11% — 602 +3,650 New Q4 2025 Jan 27, 2026
Legal & General Group Plc History Reduced 3,645 400 0.0% 0.0% 603 -8,240 -69.33% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Added to 3,635 399 0.03% 0.02% 605 +1,345 58.73% Q4 2025 Jan 26, 2026
FLAGSTAR ADVISORS INC History Added to 3,631 399 0.13% 0.12% 604 +196 5.71% Q4 2025 Jan 13, 2026
WFA of San Diego, LLC History Reduced 3,609 396 0.29% 0.28% 606 -50 -1.37% Q4 2025 Feb 17, 2026
PRENTISS SMITH & CO INC History No change 3,570 392 0.23% 0.22% 607 0 0.0% Q4 2025 Jan 29, 2026
Successful Portfolios LLC History Reduced 3,531 389 0.2% 0.23% 608 -35 -0.98% Q4 2025 Jan 23, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 3,524 387 0.15% 0.15% 609 -10 -0.28% Q4 2025 Feb 13, 2026
International Private Wealth Advisors LLC History Added to 3,520 386 0.24% 0.23% 610 +190 5.71% Q4 2025 Jan 14, 2026
World Investment Advisors History Added to 3,498 384 0.01% 0.01% 612 +1,173 50.45% Q4 2025 Mar 12, 2026
Rehmann Capital Advisory Group History Reduced 3,500 384 0.02% 0.02% 611 -197 -5.33% Q4 2025 Mar 04, 2026
MIDDLETON & CO INC/MA History Reduced 3,484 382 0.04% 0.05% 613 -760 -17.91% Q4 2025 Jan 29, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 3,483 382 0.05% 0.05% 615 +19 0.55% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Added to 3,479 382 0.01% 0.01% 614 +11 0.32% Q4 2025 Jan 09, 2026
Glen Eagle Advisors, LLC History Reduced 3,468 381 0.05% 0.08% 616 -1,648 -32.21% Q4 2025 Feb 13, 2026
Pinnacle Financial Group, LLC / IL History Added to 3,463 380 0.11% 0.12% 617 +25 0.73% Q4 2025 Feb 05, 2026
Retireful, LLC History New 3,442 379 0.48% — 619 +3,442 New Q4 2025 Jan 15, 2026
HB Wealth Management, LLC History Reduced 3,455 379 0.0% 0.0% 618 -79 -2.24% Q4 2025 Jan 28, 2026
FIFTH THIRD SECURITIES, INC. History New 3,446 378 0.02% — 620 +3,446 New Q4 2025 Jan 23, 2026
Dorato Capital Management History New 3,384 373 0.28% — 622 +3,384 New Q4 2025 Jan 16, 2026
Mayflower Financial Advisors, LLC History Reduced 3,397 373 0.05% 0.05% 621 -294 -7.97% Q4 2025 Jan 13, 2026
Valmark Advisers, Inc. History Added to 3,389 372 0.0% 0.0% 623 +28 0.83% Q4 2025 Jan 26, 2026
GHE, LLC History New 3,364 369 0.12% — 625 +3,364 New Q4 2025 Feb 09, 2026
Pekin Hardy Strauss, Inc. History Reduced 3,358 369 0.03% 0.04% 624 -238 -6.62% Q4 2025 Jan 30, 2026
BSW Wealth Partners History Added to 3,318 364 0.04% 0.05% 626 +36 1.1% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History Reduced 3,310 363 0.01% 0.01% 627 -155 -4.47% Q4 2025 Feb 11, 2026
Alteri Wealth LLC History Added to 3,308 363 0.12% 0.12% 628 +120 3.76% Q4 2025 Feb 11, 2026
Guardian Partners Inc. History Reduced 3,300 361 0.03% 0.66% 629 -67,316 -95.33% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 3,285 361 0.06% 0.06% 630 +102 3.2% Q4 2025 Feb 17, 2026
Mason Investment Advisory Services, Inc. History Reduced 3,256 357 0.02% 0.11% 632 -16,115 -83.19% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 3,254 357 0.02% 0.02% 631 +372 12.91% Q4 2025 Jan 30, 2026
Banco Santander, S.A. History New 3,246 356 0.0% — 633 +3,246 New Q4 2025 Feb 13, 2026
Westmount Partners, LLC History No change 3,240 356 0.09% 0.09% 634 0 0.0% Q4 2025 Jan 15, 2026
Cascade Financial Partners, LLC History Reduced 3,231 355 0.04% 0.04% 636 -260 -7.45% Q4 2025 Feb 06, 2026
Safeguard Investment Advisory Group, LLC History Added to 3,232 355 0.09% 0.08% 635 +189 6.21% Q4 2025 Feb 13, 2026
Shepherd Financial Partners LLC History Reduced 3,217 353 0.03% 0.03% 637 -82 -2.49% Q4 2025 Feb 10, 2026
Foundation Wealth Management, LLC\PA History Reduced 3,199 351 0.13% 0.46% 638 -7,447 -69.95% Q4 2025 Jan 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,180 349 0.02% 0.02% 639 0 0.0% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History New 3,159 347 0.0% — 641 +3,159 New Q4 2025 Jan 30, 2026
Csenge Advisory Group History Reduced 3,165 347 0.02% 0.02% 640 -146 -4.41% Q4 2025 Feb 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,149 346 0.01% 0.01% 642 0 0.0% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History New 3,144 345 0.0% — 643 +3,144 New Q4 2025 Feb 18, 2026
United Asset Strategies, Inc. History Added to 3,120 342 0.03% 0.03% 644 +75 2.46% Q4 2025 Jan 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 3,095 340 0.0% 0.0% 646 -278 -8.24% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Added to 3,100 340 0.01% 0.01% 647 +235 8.2% Q4 2025 Feb 10, 2026
Great Hill Capital LLC History Added to 3,100 340 0.03% 0.05% 648 +89 2.96% Q4 2025 Jan 26, 2026
RS CRUM INC. History Added to 3,097 340 0.07% 0.08% 645 +29 0.95% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 3,076 338 0.32% — 649 +3,076 New Q4 2025 Jan 30, 2026
EFG International AG History New 3,073 337 0.01% — 650 +3,073 New Q4 2025 Feb 17, 2026
IVC Wealth Advisors LLC History Reduced 3,064 336 0.15% 0.17% 651 -280 -8.37% Q4 2025 Jan 16, 2026
Mainsail Financial Group, LLC History New 3,053 335 0.14% — 652 +3,053 New Q4 2025 Jan 23, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 3,055 335 0.22% 0.23% 653 0 0.0% Q4 2025 Jan 09, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,026 333 0.01% — 654 +3,026 New Q4 2025 Feb 13, 2026
Horizon Advisory Services, Inc. History New 3,025 332 0.17% — 656 +3,025 New Q4 2025 Jan 29, 2026
McAdam, LLC History Reduced 3,022 332 0.02% 0.02% 655 -357 -10.57% Q4 2025 Feb 13, 2026
Park Edge Advisors, LLC History Added to 3,029 332 0.08% 0.08% 657 +25 0.83% Q4 2025 Jan 16, 2026
HCR Wealth Advisors History Reduced 3,015 331 0.03% 0.04% 658 -155 -4.89% Q4 2025 Jan 27, 2026
Latitude Advisors, LLC History Added to 3,010 330 0.15% 0.15% 659 +20 0.67% Q4 2025 Jan 27, 2026
Nautilus Advisors LLC History No change 3,000 329 0.21% 0.22% 660 0 0.0% Q4 2025 Jan 22, 2026
CLG LLC History Reduced 2,961 325 0.08% 0.11% 662 -714 -19.43% Q4 2025 Jan 15, 2026
SilverOak Wealth Management LLC History No change 2,963 325 0.05% 0.06% 661 0 0.0% Q4 2025 Jan 28, 2026
Hegarty Advisors, LLC History New 2,939 323 0.28% — 664 +2,939 New Q4 2025 Jan 29, 2026
NORDEN GROUP LLC History Reduced 2,945 323 0.03% 0.03% 663 -7 -0.24% Q4 2025 Jan 13, 2026
Wealth Quarterback LLC History Added to 2,931 322 0.12% 0.13% 665 +18 0.62% Q4 2025 Jan 15, 2026
HEADINVEST, LLC History Reduced 2,897 318 0.06% 0.07% 666 -230 -7.36% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History Reduced 2,894 318 0.02% 0.03% 667 -149 -4.9% Q4 2025 Jan 28, 2026
Stronghold Wealth Management L.L.C. History New 2,885 317 0.47% — 669 +2,885 New Q4 2025 Feb 06, 2026
Charter Oak Capital Management, LLC History Added to 2,889 317 0.02% 0.03% 668 +4 0.14% Q4 2025 Jan 23, 2026
Destination Wealth Management History Added to 2,860 314 0.01% 0.01% 670 +418 17.12% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Reduced 2,855 313 0.01% 0.02% 671 -169 -5.59% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Added to 2,816 310 0.02% 0.01% 672 +795 39.34% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 2,819 309 0.01% — 673 +2,819 New Q4 2025 Feb 13, 2026
Coastline Trust Co History Reduced 2,810 308 0.03% 0.03% 674 -7 -0.25% Q4 2025 Jan 05, 2026
Creekside Partners History Added to 2,802 307 0.13% 0.14% 675 +2 0.07% Q4 2025 Feb 13, 2026
Alhambra Investment Management LLC History Reduced 2,776 305 0.14% 0.16% 676 -200 -6.72% Q4 2025 Jan 15, 2026
Simplicity Wealth,LLC History Reduced 2,776 305 0.02% 0.02% 677 -128 -4.41% Q4 2025 Jan 30, 2026
Lynx Investment Advisory History Reduced 2,771 304 0.17% 0.2% 678 -211 -7.08% Q4 2025 Feb 05, 2026
Valued Retirements, Inc. History Reduced 2,761 303 0.3% 0.44% 679 -824 -22.98% Q4 2025 Feb 09, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,751 302 0.03% 0.06% 681 -1,670 -37.77% Q4 2025 Jan 08, 2026
Hanson & Doremus Investment Management History Added to 2,748 302 0.04% 0.04% 680 +22 0.81% Q4 2025 Jan 20, 2026
Legacy Financial Group LLC History Reduced 2,739 301 0.04% 0.05% 683 -424 -13.4% Q4 2025 Feb 05, 2026
LPWM LLC History Reduced 2,741 301 0.08% 0.09% 682 -308 -10.1% Q4 2025 Jan 06, 2026
Alan B Lancz & Associates, Inc. History No change 2,725 299 0.26% 0.27% 684 0 0.0% Q4 2025 Feb 06, 2026
Venture Visionary Partners LLC History Reduced 2,695 296 0.01% 0.01% 685 -70 -2.53% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Added to 2,692 295 0.06% 0.06% 686 +19 0.71% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 2,667 293 0.01% — 687 +2,667 New Q4 2025 Feb 09, 2026
King Wealth Management Group History Reduced 2,668 293 0.04% 0.04% 688 -426 -13.77% Q4 2025 Feb 09, 2026
Janney Capital Management LLC History Reduced 2,660 292 0.02% 0.02% 689 -23 -0.86% Q4 2025 Feb 11, 2026
Hickory Point Bank & Trust History No change 2,665 292 0.21% 0.22% 690 0 0.0% Q4 2025 Jan 12, 2026
Center for Financial Planning, Inc. History Added to 2,651 291 0.03% 0.03% 691 +71 2.75% Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2,643 290 0.23% — 692 +2,643 New Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 2,622 288 0.02% 0.02% 693 -899 -25.53% Q4 2025 Jan 26, 2026
Cyndeo Wealth Partners, LLC History Reduced 2,602 286 0.02% 0.02% 694 -518 -16.6% Q4 2025 Jan 07, 2026
W.H. Cornerstone Investments Inc. History Added to 2,598 285 0.17% 0.17% 695 +29 1.13% Q4 2025 Feb 10, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 2,573 282 0.04% — 698 +2,573 New Q4 2025 Jan 21, 2026
WealthSpring Partners, LLC History New 2,567 282 0.29% — 697 +2,567 New Q4 2025 Feb 12, 2026
4Thought Financial Group Inc. History Reduced 2,575 282 0.14% 0.15% 696 -26 -1.0% Q4 2025 Jan 29, 2026
Carnegie Investment Counsel History Reduced 2,554 280 0.01% 0.01% 699 -25 -0.97% Q4 2025 Jan 23, 2026
Gladstone Institutional Advisory LLC History Reduced 2,541 279 0.01% 0.01% 701 -805 -24.06% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 2,547 279 0.0% 0.0% 703 -222 -8.02% Q4 2025 Feb 04, 2026
BROWN ADVISORY INC History Reduced 2,539 279 0.0% 0.0% 700 -220 -7.97% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History Added to 2,546 279 0.1% 0.1% 702 +38 1.52% Q4 2025 Jan 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,516 276 0.02% 0.02% 704 0 0.0% Q4 2025 Feb 17, 2026
DAVIDSON TRUST CO History Added to 2,510 275 0.11% 0.1% 705 +291 13.11% Q4 2025 Jan 27, 2026
Paragon Capital Management Ltd History No change 2,500 274 0.05% 0.05% 706 0 0.0% Q4 2025 Jan 22, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 2,491 273 0.05% — 707 +2,491 New Q4 2025 Feb 12, 2026
AlTi Global, Inc. History Added to 2,478 272 0.01% 0.01% 708 +3 0.12% Q4 2025 Feb 13, 2026
Compass Planning Associates Inc History Added to 2,470 271 0.19% 0.25% 709 +27 1.11% Q4 2025 Jan 22, 2026
WESPAC Advisors, LLC History New 2,457 270 0.15% — 711 +2,457 New Q4 2025 Jan 14, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 2,458 270 0.04% 0.05% 710 -133 -5.13% Q4 2025 Feb 11, 2026
Stone Summit Wealth LLC History Reduced 2,456 269 0.07% 0.18% 713 -3,107 -55.85% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,444 269 0.01% 0.01% 712 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Advisors, LLC History Reduced 2,444 268 0.01% 0.02% 714 -502 -17.04% Q4 2025 Jan 20, 2026
Grey Ledge Advisors, LLC History Reduced 2,419 265 0.06% 0.06% 715 -120 -4.73% Q4 2025 Feb 05, 2026
DKM Wealth Management, Inc. History No change 2,412 265 0.2% 0.22% 716 0 0.0% Q4 2025 Jan 12, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,410 264 0.0% 0.0% 719 +296 14.0% Q4 2025 Jan 28, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 2,405 264 0.01% 0.01% 718 -190 -7.32% Q4 2025 Jan 13, 2026
Fourth Dimension Wealth, LLC History Reduced 2,411 264 0.1% 0.1% 720 -28 -1.15% Q4 2025 Feb 04, 2026
Garrett Wealth Advisory Group, LLC History Reduced 2,409 264 0.05% 0.05% 717 -1 -0.04% Q4 2025 Feb 04, 2026
Mokosak Advisory Group, LLC History Added to 2,381 261 0.07% 0.07% 721 +27 1.15% Q4 2025 Feb 03, 2026
American Wealth Advisors, LLC History Added to 2,378 261 0.26% 0.26% 722 +20 0.85% Q4 2025 Jan 26, 2026
Roundview Capital LLC History New 2,364 259 0.02% — 723 +2,364 New Q4 2025 Feb 09, 2026
Main Street Financial Solutions, LLC History Reduced 2,348 258 0.02% 0.02% 724 -425 -15.33% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 2,342 257 0.01% 0.01% 726 -840 -26.4% Q4 2025 Feb 19, 2026
Diversify Advisory Services, LLC History Reduced 2,340 257 0.01% 0.01% 727 -709 -23.25% Q4 2025 Jan 23, 2026
Narus Financial Partners, LLC History Reduced 2,340 257 0.07% 0.07% 725 -25 -1.06% Q4 2025 Feb 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 2,337 256 0.0% 0.0% 728 -579 -19.86% Q4 2025 Feb 10, 2026
Investment Advisory Group, LLC History Reduced 2,321 255 0.07% 0.08% 729 -200 -7.93% Q4 2025 Jan 23, 2026
RDA Financial Network History Reduced 2,313 254 0.06% 0.07% 731 -350 -13.14% Q4 2025 Jan 06, 2026
Strategic Point Investment Advisors, LLC History No change 2,320 254 0.04% 0.04% 730 0 0.0% Q4 2025 Jan 15, 2026
Old Port Advisors History Reduced 2,304 253 0.06% 0.07% 733 -177 -7.13% Q4 2025 Jan 08, 2026
Proficio Capital Partners LLC History No change 2,310 253 0.02% 0.02% 732 0 0.0% Q4 2025 Feb 12, 2026
Walkner Condon Financial Advisors LLC History No change 2,304 253 0.04% 0.04% 734 0 0.0% Q4 2025 Jan 21, 2026
TSG Advice Partners, LLC History New 2,302 252 0.04% — 736 +2,302 New Q4 2025 Feb 17, 2026
WEST PACES ADVISORS INC. History No change 2,300 252 0.05% 0.05% 735 0 0.0% Q4 2025 Jan 21, 2026
Genesis Financial Group, LLC History New 2,280 250 0.15% — 737 +2,280 New Q4 2025 Jan 16, 2026
Bedel Financial Consulting, Inc. History Added to 2,272 249 0.03% 0.03% 738 +25 1.11% Q4 2025 Jan 28, 2026
Grove Street Fiduciary, LLC History No change 2,270 249 0.1% 0.12% 739 0 0.0% Q4 2025 Feb 03, 2026
Riggs Asset Managment Co. Inc. History New 2,263 248 0.05% — 740 +2,263 New Q4 2025 Jan 29, 2026
TMB Capital Partners, LLC History New 2,251 247 0.08% — 741 +2,251 New Q4 2025 Feb 19, 2026
Rodgers Brothers Inc. History No change 2,243 246 0.03% 0.03% 742 0 0.0% Q4 2025 Feb 13, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 2,245 246 0.18% 0.18% 743 0 0.0% Q4 2025 Jan 14, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 2,236 245 0.02% 0.03% 745 -83 -3.58% Q4 2025 Feb 02, 2026
Forefront Analytics, LLC History Added to 2,228 245 0.22% 0.24% 747 +17 0.77% Q4 2025 Feb 17, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 2,221 245 0.02% 0.02% 744 0 0.0% Q4 2025 Feb 13, 2026
Colony Family Offices, LLC History No change 2,233 245 0.06% 0.06% 746 0 0.0% Q4 2025 Jan 22, 2026
S.A. Mason LLC History Reduced 2,216 243 0.1% 0.11% 749 -5 -0.23% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,212 243 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History New 2,210 242 0.0% — 750 +2,210 New Q4 2025 Feb 17, 2026
J. L. Bainbridge & Co., Inc. History Reduced 2,193 241 0.02% 0.03% 751 -709 -24.43% Q4 2025 Jan 14, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 2,202 241 0.18% 0.18% 752 +150 7.31% Q4 2025 Jan 14, 2026
Golden State Equity Partners History Reduced 2,179 239 0.04% 0.12% 753 -4,082 -65.2% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Reduced 2,169 239 0.02% 0.02% 755 -99 -4.37% Q4 2025 Jan 20, 2026
Family Investment Center, Inc. History Added to 2,182 239 0.05% 0.05% 754 +13 0.6% Q4 2025 Jan 23, 2026
Jackson Hole Capital Partners, LLC History Added to 2,169 238 0.04% 0.04% 756 +1 0.05% Q4 2025 Jan 30, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 2,164 237 0.02% 0.03% 757 -104 -4.59% Q4 2025 Jan 27, 2026
WJ Financial Advisors LLC History Added to 2,157 237 0.21% 0.23% 758 +37 1.75% Q4 2025 Feb 02, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 2,149 236 0.01% 0.01% 759 -6 -0.28% Q4 2025 Feb 13, 2026
Optivise Advisory Services LLC History Reduced 2,115 232 0.13% 0.19% 760 -742 -25.97% Q4 2025 Jan 12, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 2,100 230 0.19% — 764 +2,100 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History New 2,095 230 0.02% — 761 +2,095 New Q4 2025 Jan 20, 2026
Rock Point Advisors, LLC History Added to 2,095 230 0.06% 0.06% 762 +93 4.65% Q4 2025 Feb 04, 2026
Plan Group Financial, LLC History No change 2,096 230 0.06% 0.06% 763 0 0.0% Q4 2025 Feb 03, 2026
CLEAR INVESTMENT RESEARCH, LLC History Reduced 2,089 229 0.38% 0.38% 766 -459 -18.01% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History No change 2,091 229 0.01% 0.01% 765 0 0.0% Q4 2025 Feb 12, 2026
Gradient Capital Advisors, LLC History No change 2,070 227 0.06% 0.06% 767 0 0.0% Q4 2025 Feb 06, 2026
ATLas Financial Planning LLC History New 2,059 226 0.22% — 770 +2,059 New Q4 2025 Feb 17, 2026
Maia Wealth LLC History Added to 2,035 226 0.04% 0.04% 769 +9 0.44% Q4 2025 Feb 17, 2026
TODD ASSET MANAGEMENT LLC History No change 2,060 226 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 09, 2026
North Forty Two & Co. History No change 2,048 225 0.21% 0.22% 771 0 0.0% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 2,032 224 0.04% 0.04% 772 -171 -7.76% Q4 2025 Jan 14, 2026
Strategic Financial Concepts, LLC History New 2,036 223 0.2% — 776 +2,036 New Q4 2025 Feb 09, 2026
Windsor Capital Management, LLC History Reduced 2,034 223 0.06% 0.07% 775 -210 -9.36% Q4 2025 Jan 15, 2026
Quadcap Wealth Management, LLC History Added to 2,036 223 0.03% 0.03% 777 +17 0.84% Q4 2025 Jan 29, 2026
Pinnacle Holdings, LLC History Reduced 2,029 223 0.08% 0.08% 774 -7 -0.34% Q4 2025 Feb 12, 2026
FAIRFIELD, BUSH & CO. History No change 2,030 223 0.12% 0.12% 773 0 0.0% Q4 2025 Feb 13, 2026
Tribridge Partners Financial LLC History No change 2,035 223 0.09% 0.1% 778 0 0.0% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History New 2,028 222 0.01% — 780 +2,028 New Q4 2025 Feb 04, 2026
THRYVE WEALTH MANAGEMENT LLC History New 2,028 222 0.11% — 782 +2,028 New Q4 2025 Feb 25, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Added to 2,021 222 0.04% 0.04% 779 +21 1.05% Q4 2025 Feb 02, 2026
Pacific Capital Wealth Advisors, Inc. History No change 2,026 222 0.04% 0.04% 781 0 0.0% Q4 2025 Jan 26, 2026
BINGHAM PRIVATE WEALTH, LLC History New 2,010 220 0.19% — 784 +2,010 New Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History No change 2,009 220 0.06% 0.07% 783 0 0.0% Q4 2025 Jan 22, 2026
High Point Wealth Management, LLC History New 2,000 219 0.21% — 788 +2,000 New Q4 2025 Jan 29, 2026
Goldstone Financial Group, LLC History Added to 1,999 219 0.02% 0.03% 787 +1 0.05% Q4 2025 Feb 13, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 2,000 219 0.06% 0.06% 785 0 0.0% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,000 219 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 17, 2026
Wernau Asset Management Inc. History Added to 1,977 217 0.12% 0.14% 789 +73 3.83% Q4 2025 Jan 21, 2026
Berkshire Money Management, Inc. History New 1,963 215 0.02% — 790 +1,963 New Q4 2025 Jan 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 1,958 215 0.03% 0.03% 791 -141 -6.72% Q4 2025 Feb 13, 2026
Fortress Financial Solutions, LLC History Reduced 1,944 213 0.22% 0.26% 794 -212 -9.83% Q4 2025 Jan 23, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 1,938 213 0.08% 0.08% 792 0 0.0% Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History No change 1,942 213 0.02% 0.02% 793 0 0.0% Q4 2025 Feb 17, 2026
FIRST HAWAIIAN BANK History Reduced 1,936 212 0.03% 0.04% 796 -551 -22.16% Q4 2025 Jan 05, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,932 212 0.0% 0.0% 795 0 0.0% Q4 2025 Jan 28, 2026
Key Client Fiduciary Advisors, LLC History New 1,920 210 0.07% — 797 +1,920 New Q4 2025 Jan 28, 2026
WEBSTER BANK, N. A. History Reduced 1,896 208 0.02% 0.02% 798 -10 -0.52% Q4 2025 Jan 23, 2026
Texas Yale Capital Corp. History No change 1,900 208 0.01% 0.01% 799 0 0.0% Q4 2025 Feb 10, 2026
Curran Financial Partners, LLC History Reduced 1,890 207 0.04% 0.05% 800 -609 -24.37% Q4 2025 Jan 22, 2026