VANGUARD SCOTTSDALE FUNDS - VGSH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History Added to 44,271,961 2,600,092 0.16% 0.09% 1 +18,721,366 73.27% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 23,769,661 1,395,992 0.08% 0.08% 2 +1,685,710 7.63% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 10,404,909 611,080 0.04% 0.04% 3 +505,200 5.1% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 8,958,632 526,140 0.82% 0.63% 4 +2,260,600 33.75% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 8,425,375 494,822 0.06% 0.06% 5 +336,233 4.16% Q4 2025 Feb 17, 2026
Orgel Wealth Management, LLC History Added to 8,078,817 474,468 10.47% 10.1% 6 +553,478 7.35% Q4 2025 Jan 07, 2026
GOLDMAN SACHS GROUP INC History Added to 5,467,932 321,131 0.04% 0.04% 7 +16,138 0.3% Q4 2025 Mar 25, 2026
Cerity Partners LLC History Added to 4,830,914 283,719 0.41% 0.38% 8 +869,181 21.94% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Added to 4,732,147 277,919 4.69% 4.67% 9 +341,578 7.78% Q4 2025 Feb 17, 2026
STATE STREET CORP History No change 4,400,000 258,412 0.01% 0.01% 10 0 0.0% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 3,801,654 223,271 2.44% 2.86% 11 -482,154 -11.26% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,756,657 220,628 0.04% 0.04% 12 -20,724 -0.55% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 3,500,601 205,590 0.06% 0.05% 13 +782,803 28.8% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 3,426,536 201,245 0.05% 0.05% 14 +80,705 2.41% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,422,435 200,999 0.06% 0.06% 15 +158,457 4.85% Q4 2025 Feb 18, 2026
M&T BANK CORP History Added to 3,389,876 199,087 0.64% 0.65% 16 +85,360 2.58% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,246,379 190,659 0.06% 0.06% 17 -81,143 -2.44% Q4 2025 Feb 10, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 2,899,929 170,312 6.35% 5.78% 18 +429,099 17.37% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 2,786,774 163,667 1.41% 0.45% 19 +1,921,017 221.89% Q4 2025 Feb 05, 2026
Pure Financial Advisors, LLC History Added to 2,553,103 149,943 27.26% 2.19% 20 +216,791 9.28% Q4 2025 Mar 04, 2026
UBS Group AG History Added to 2,515,363 147,727 0.02% 0.02% 21 +167,017 7.11% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 2,253,571 132,351 0.02% — 22 +2,253,571 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 2,233,994 131,202 0.18% 0.03% 23 +1,935,700 648.92% Q4 2025 Mar 09, 2026
Smithfield Trust Co History Reduced 2,026,919 119,026 5.26% 5.47% 24 -51,288 -2.47% Q4 2025 Feb 09, 2026
NEPC LLC History Added to 1,993,299 117,066 2.49% 1.9% 25 +766,581 62.49% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 1,974,566 115,966 1.31% 0.16% 26 +1,778,698 908.11% Q4 2025 Feb 03, 2026
Penserra Capital Management LLC History Added to 1,912,299 112,309 1.33% 0.89% 27 +645,644 50.97% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 1,910,663 112,213 0.12% 0.13% 28 -83,472 -4.19% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,792,608 105,279 2.24% 2.14% 29 +176,842 10.94% Q4 2025 Feb 05, 2026
MAI Capital Management History Added to 1,765,573 103,692 0.6% 0.58% 30 +172,143 10.8% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 1,714,417 100,687 0.14% 0.13% 31 -3,224 -0.19% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 91,912 91,912 0.05% — 32 +91,912 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 1,500,850 88,144 1.0% 1.27% 33 -424,546 -22.05% Q4 2025 Jan 16, 2026
Miller Investment Management, LP History Added to 1,483,390 87,119 8.51% 6.28% 34 +421,368 39.68% Q4 2025 Feb 11, 2026
Creative Planning History Reduced 1,470,074 86,337 0.06% 0.07% 35 -122,323 -7.68% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 1,465,771 86,087 0.13% 0.12% 36 +31,084 2.17% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,400,031 82,223 1.06% 0.87% 37 +304,847 27.84% Q4 2025 Feb 09, 2026
Focus Partners Wealth History Added to 1,372,846 80,628 0.09% 0.02% 38 +1,180,518 613.8% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 1,348,251 79,182 0.98% 1.0% 39 +36,495 2.78% Q4 2025 Jan 26, 2026
Elm Partners Management LLC History Added to 1,328,709 78,035 3.54% 2.47% 40 +488,675 58.17% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 1,305,199 76,654 0.54% 0.61% 41 +86,741 7.12% Q4 2025 Feb 18, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 1,302,538 76,498 1.54% 1.54% 42 +31,765 2.5% Q4 2025 Feb 12, 2026
Advisory Alpha, LLC History Added to 1,301,362 76,431 2.08% 2.1% 43 +17,517 1.36% Q4 2025 Feb 06, 2026
Evensky & Katz LLC History Added to 1,266,169 74,362 4.2% 4.17% 44 +45,213 3.7% Q4 2025 Feb 05, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 1,202,093 70,598 1.09% 1.36% 45 -59,704 -4.73% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Added to 1,201,892 70,587 2.32% 2.34% 46 +58,593 5.12% Q4 2025 Feb 03, 2026
First Command Advisory Services, Inc. History Added to 1,125,904 66,124 0.46% 0.47% 47 +26,442 2.4% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 1,108,672 65,112 0.09% 0.09% 48 -22,338 -1.98% Q4 2025 Feb 02, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,106,747 64,999 1.16% 1.23% 49 +59,105 5.64% Q4 2025 Jan 16, 2026
MAYPORT, LLC History Added to 1,093,032 64,193 12.93% 12.02% 50 +149,994 15.91% Q4 2025 Jan 21, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 1,078,654 63,349 4.0% 3.86% 51 +68,298 6.76% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 1,040,277 61,095 0.15% 0.13% 52 +185,800 21.74% Q4 2025 Feb 10, 2026
Chemistry Wealth Management LLC History Added to 1,031,784 60,596 11.34% 11.37% 53 +30,279 3.02% Q4 2025 Jan 06, 2026
Oak Harvest Investment Services History Added to 953,522 56,000 6.11% 6.04% 54 +73,943 8.41% Q4 2025 Jan 27, 2026
Cornerstone Wealth Advisors, Inc. History Added to 949,820 55,782 12.97% 12.81% 55 +50,635 5.63% Q4 2025 Jan 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 949,152 55,743 10.18% 10.0% 56 +54,683 6.11% Q4 2025 Jan 13, 2026
Cetera Investment Advisers History Reduced 933,172 54,805 0.06% 0.07% 57 -134,810 -12.62% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 924,555 54,299 0.31% 0.33% 58 +55,209 6.35% Q4 2025 Jan 26, 2026
49 WEALTH MANAGEMENT, LLC History Added to 923,848 54,257 4.42% 4.08% 59 +189,273 25.77% Q4 2025 Feb 04, 2026
Strata Wealth Advisors, LLC History Added to 905,348 53,171 14.79% 13.81% 60 +16,418 1.85% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 884,954 51,973 0.02% 0.02% 61 +13,328 1.53% Q4 2025 Feb 13, 2026
Falcon Wealth Planning History Added to 871,553 51,186 4.31% 4.32% 62 +55,772 6.84% Q4 2025 Feb 03, 2026
Acropolis Investment Management, LLC History Reduced 870,938 51,150 2.3% 5.8% 63 -1,070,122 -55.13% Q4 2025 Jan 14, 2026
Westerkirk Capital Inc. History New 868,150 50,986 4.97% — 64 +868,150 New Q4 2025 Feb 11, 2026
INSIGHT 2811, INC. History Added to 823,748 48,378 21.34% 21.26% 65 +13,030 1.61% Q4 2025 Feb 03, 2026
PATTEN & PATTEN INC/TN History Added to 816,217 47,936 2.81% 2.79% 66 +8,542 1.06% Q4 2025 Feb 03, 2026
Foster Group, Inc. History Added to 814,899 47,859 1.45% 1.4% 67 +56,838 7.5% Q4 2025 Jan 12, 2026
Portland Global Advisors LLC History Added to 814,006 47,806 5.13% 4.92% 68 +65,606 8.77% Q4 2025 Feb 10, 2026
Wealth Dimensions Group, Ltd. History Added to 806,019 47,337 9.39% 9.29% 69 +38,480 5.01% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 804,412 47,243 0.07% 0.08% 70 -54,035 -6.29% Q4 2025 Feb 18, 2026
Federation des caisses Desjardins du Quebec History Reduced 731,527 42,962 0.16% 0.17% 71 -13,567 -1.82% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 688,684 40,446 0.0% 0.0% 72 +60,644 9.66% Q4 2025 Jan 29, 2026
1834 INVESTMENT ADVISORS CO History Reduced 682,464 40,081 5.03% 5.13% 73 -28,219 -3.97% Q4 2025 Jan 29, 2026
Mariner, LLC History Reduced 678,569 39,852 0.05% 0.05% 74 -22,191 -3.17% Q4 2025 Feb 13, 2026
American Money Management, LLC History Added to 673,039 39,527 6.21% 6.18% 75 +43,170 6.85% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 622,017 36,531 0.02% 0.02% 76 +120,450 24.01% Q4 2025 Feb 10, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 619,811 36,401 8.18% 11.19% 77 -199,557 -24.35% Q4 2025 Jan 14, 2026
Johns Hopkins University History No change 616,877 36,229 2.64% 2.02% 78 0 0.0% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 613,330 36,020 0.6% 0.63% 79 -13,987 -2.23% Q4 2025 Jan 28, 2026
Beacon Bank & Trust History New 608,591 35,742 7.25% — 80 +608,591 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 608,347 35,728 0.06% 0.12% 81 -408,250 -40.16% Q4 2025 Mar 16, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 593,060 34,830 6.17% 6.25% 82 +21,502 3.76% Q4 2025 Feb 17, 2026
Pacific Sage Partners, LLC History Added to 582,356 34,201 5.42% 5.21% 83 +52,935 10.0% Q4 2025 Jan 16, 2026
Arista Wealth Management, LLC History Added to 579,828 34,053 4.19% 4.0% 84 +33,189 6.07% Q4 2025 Feb 09, 2026
Opus Capital Group, LLC History Added to 577,371 33,909 3.67% 3.61% 85 +30,837 5.64% Q4 2025 Jan 30, 2026
Facet Wealth, Inc. History Added to 557,891 32,792 0.58% 0.64% 86 +28,818 5.45% Q4 2025 Jan 29, 2026
Five Oceans Advisors History Added to 552,655 32,457 11.47% 11.82% 87 +6,552 1.2% Q4 2025 Jan 16, 2026
FRANKLIN RESOURCES INC History Added to 541,627 31,809 0.01% 0.01% 88 +16,873 3.22% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Added to 540,332 31,733 0.59% 0.6% 89 +1,277 0.24% Q4 2025 Jan 23, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 538,099 31,602 2.14% 2.24% 90 -695 -0.13% Q4 2025 Jan 08, 2026
Strategic Financial Services, Inc. History New 533,529 31,344 1.45% — 91 +533,529 New Q4 2025 Feb 09, 2026
Haverford Trust Co History Added to 529,358 31,089 0.28% 0.26% 92 +39,878 8.15% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History Added to 523,769 30,760 0.53% 0.71% 93 +5,748 1.11% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Reduced 523,056 30,719 0.35% 0.37% 94 -9,245 -1.74% Q4 2025 Jan 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 514,578 30,221 0.0% 0.0% 95 +23,558 4.8% Q4 2025 Feb 13, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 512,714 30,111 0.49% 0.41% 96 0 0.0% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 505,116 29,665 0.76% 0.8% 97 -26,841 -5.05% Q4 2025 Jan 07, 2026
MainStreet Investment Advisors LLC History Reduced 504,878 29,651 4.26% 4.22% 98 -28,860 -5.41% Q4 2025 Feb 10, 2026
Level Financial Advisors History Added to 500,842 29,414 7.78% 7.4% 99 +54,517 12.21% Q4 2025 Jan 26, 2026
Winch Advisory Services, LLC History Added to 498,840 29,296 6.48% 6.43% 100 +12,943 2.66% Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History Added to 495,967 29,128 0.36% 0.35% 101 +33,230 7.18% Q4 2025 Feb 05, 2026
Vernal Point Advisors, LLC History Reduced 488,196 28,671 11.82% 13.82% 102 -56,367 -10.35% Q4 2025 Feb 13, 2026
MASECO LLP History Reduced 487,417 28,628 1.25% 1.53% 103 -49,794 -9.27% Q4 2025 Jan 22, 2026
Wellspring Financial Advisors, LLC History Added to 482,502 28,338 2.24% 1.85% 104 +140,903 41.25% Q4 2025 Feb 11, 2026
Morling Financial Advisors, LLC History Added to 475,730 27,939 8.78% 8.51% 105 +38,538 8.81% Q4 2025 Feb 06, 2026
Cordant, Inc. History Reduced 468,564 27,518 11.54% 12.71% 106 -10,138 -2.12% Q4 2025 Jan 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 462,117 27,153 0.8% — 107 +462,117 New Q4 2025 Feb 13, 2026
Wolff Financial Management LLC History Added to 458,434 26,923 6.05% 5.99% 108 +19,883 4.53% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 455,495 26,771 0.04% 0.04% 109 -26,543 -5.51% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 455,606 26,757 1.69% 1.69% 110 +27,565 6.44% Q4 2025 Feb 06, 2026
MASTER'S WEALTH MANAGEMENT INC. History New 450,609 26,464 9.52% — 111 +450,609 New Q4 2025 Jan 21, 2026
Lido Advisors, LLC History Added to 447,410 26,278 0.08% 0.01% 112 +370,277 480.05% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Added to 441,665 25,939 0.22% 0.19% 113 +24,573 5.89% Q4 2025 Jan 05, 2026
Strategic Point Investment Advisors, LLC History Added to 429,194 25,206 3.49% 3.5% 114 +15,275 3.69% Q4 2025 Jan 15, 2026
Compass Wealth Management, LLC/GA History Reduced 415,339 24,392 10.04% 11.22% 115 -15,172 -3.52% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 410,257 24,094 0.06% 0.05% 116 +64,634 18.7% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 407,778 23,948 1.16% 1.1% 117 +17,454 4.47% Q4 2025 Jan 20, 2026
Vise Technologies, Inc. History Added to 404,642 23,764 0.47% 0.57% 118 +143,165 54.75% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Added to 403,889 23,736 2.1% 2.04% 119 +18,158 4.71% Q4 2025 Jan 28, 2026
Warwick Investment Management, Inc. History Added to 403,239 23,682 3.65% 1.52% 120 +254,390 170.9% Q4 2025 Jan 15, 2026
Jaffetilchin Investment Partners, LLC History Added to 395,712 23,240 1.36% 1.37% 121 +7,530 1.94% Q4 2025 Jan 15, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 389,123 22,853 3.66% 3.5% 122 +34,029 9.58% Q4 2025 Feb 04, 2026
Peak Asset Management, LLC History Added to 382,255 22,449 3.82% 3.75% 123 +17,477 4.79% Q4 2025 Feb 05, 2026
REGIONS FINANCIAL CORP History Reduced 380,937 22,372 0.14% 0.24% 124 -177,785 -31.82% Q4 2025 Jan 27, 2026
Alta Advisers Ltd History Reduced 435,327 22,364 8.1% 11.59% 125 -227,699 -34.34% Q4 2025 Feb 09, 2026
Charles Schwab Trust Co History Reduced 377,646 22,179 1.46% 1.52% 126 -3,939 -1.03% Q4 2025 Jan 09, 2026
ANDERSON HOAGLAND & CO History Added to 368,439 21,638 1.86% 1.59% 127 +67,252 22.33% Q4 2025 Jan 05, 2026
LOWE BROCKENBROUGH & CO INC History Added to 357,782 21,012 1.03% 0.86% 128 +72,991 25.63% Q4 2025 Feb 11, 2026
SHAH CAPITAL MANAGEMENT History Reduced 356,178 20,918 4.03% 3.75% 129 -350 -0.1% Q4 2025 Jan 15, 2026
SEVEN MILE ADVISORY History Added to 345,065 20,265 3.48% 2.82% 130 +48,248 16.26% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 341,525 20,057 0.21% 0.27% 131 +40,689 13.53% Q4 2025 Jan 23, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 334,555 19,648 0.05% 0.06% 132 -10,248 -2.97% Q4 2025 Feb 05, 2026
Ullmann Wealth Partners Group, LLC History Added to 331,951 19,535 2.03% 1.58% 133 +86,759 35.38% Q4 2025 Feb 12, 2026
WBH ADVISORY INC History Added to 331,265 19,455 1.44% 1.42% 134 +16,213 5.15% Q4 2025 Jan 26, 2026
BluePrint Investing LLC History New 320,350 18,814 14.98% — 135 +320,350 New Q4 2025 Feb 05, 2026
Human Investing LLC History Added to 318,111 18,682 2.64% 2.65% 136 +13,240 4.34% Q4 2025 Jan 27, 2026
NewSquare Capital LLC History Reduced 314,964 18,497 1.63% 1.61% 137 -88,604 -21.96% Q4 2025 Feb 17, 2026
Capital Investment Services of America, Inc. History Added to 314,665 18,480 1.74% 1.38% 138 +51,153 19.41% Q4 2025 Jan 29, 2026
Efficient Advisors, LLC History Reduced 314,362 18,462 1.08% 1.32% 139 -82,661 -20.82% Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History Added to 309,545 18,179 0.83% 0.73% 140 +38,691 14.28% Q4 2025 Feb 02, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 302,545 17,768 0.23% 0.28% 141 -21,452 -6.62% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 301,219 17,690 0.1% 0.11% 142 -8,181 -2.64% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Reduced 297,345 17,463 0.2% 0.3% 143 -1,590 -0.53% Q4 2025 Jan 29, 2026
Wright Wealth LLC History New 296,109 17,390 11.34% — 144 +296,109 New Q4 2025 Feb 13, 2026
ORSER CAPITAL MANAGEMENT, LLC History Added to 295,160 17,334 9.8% 8.33% 145 +26,160 9.72% Q4 2025 Jan 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 282,251 16,576 0.29% 0.36% 146 -10,632 -3.63% Q4 2025 Feb 19, 2026
Allen Investment Management, LLC History No change 281,813 16,550 0.18% 0.18% 147 0 0.0% Q4 2025 Feb 10, 2026
SCRATCH CAPITAL LLC History Added to 278,952 16,382 10.72% 10.47% 148 +9,098 3.37% Q4 2025 Jan 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 275,917 16,204 0.02% 0.02% 149 +29,177 11.82% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 272,520 16,005 0.08% 0.07% 150 +32,040 13.32% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Reduced 272,421 15,999 0.13% 0.12% 151 -4,260 -1.54% Q4 2025 Feb 11, 2026
E&R Wealth Management, LLC History New 269,707 15,839 16.53% — 152 +269,707 New Q4 2025 Feb 11, 2026
Cascade Wealth Advisors, Inc History Reduced 265,515 15,606 7.2% 8.21% 153 -18,367 -6.47% Q4 2025 Feb 04, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 264,928 15,559 3.36% 3.43% 154 +13,293 5.28% Q4 2025 Jan 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 263,556 15,478 0.98% 0.96% 155 +13,832 5.54% Q4 2025 Jan 23, 2026
Whitcomb & Hess, Inc. History Added to 262,238 15,409 3.63% 3.56% 156 +26,952 11.45% Q4 2025 Jan 14, 2026
BOKF, NA History Added to 261,568 15,361 0.24% 0.19% 157 +51,782 24.68% Q4 2025 Feb 03, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 257,299 15,111 2.76% 2.71% 158 +12,979 5.31% Q4 2025 Feb 09, 2026
ROGCO, LP History Added to 254,178 14,927 4.94% 5.02% 159 +11,105 4.57% Q4 2025 Jan 30, 2026
Summit Trail Advisors, LLC History Reduced 252,724 14,842 0.26% 1.93% 160 -2,123,621 -89.37% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 252,163 14,809 0.01% 0.01% 161 +24,582 10.8% Q4 2025 Feb 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 252,103 14,806 2.33% 2.47% 162 -2,408 -0.95% Q4 2025 Jan 14, 2026
Empowered Funds, LLC History Added to 250,822 14,730 0.25% 0.11% 163 +65,423 35.29% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Added to 250,193 14,693 0.3% 0.31% 164 +18,930 8.19% Q4 2025 Feb 09, 2026
McLean Asset Management Corp History Added to 248,690 14,615 2.62% 2.67% 165 +28,356 12.87% Q4 2025 Jan 16, 2026
Kure Advisory, LLC History Added to 247,213 14,518 8.12% 8.16% 166 +22,637 10.08% Q4 2025 Jan 08, 2026
MOKAN Wealth Management Inc. History Added to 242,230 14,226 6.31% 6.48% 167 +23,327 10.66% Q4 2025 Jan 26, 2026
Conservest Capital Advisors, Inc. History Added to 239,188 14,047 1.27% 1.28% 168 +4,307 1.83% Q4 2025 Feb 12, 2026
Compass Planning Associates Inc History Added to 236,623 13,896 9.62% 4.06% 169 +161,399 214.56% Q4 2025 Jan 22, 2026
Integrated Wealth Concepts LLC History Reduced 235,417 13,826 0.16% 0.13% 170 -8,293 -3.4% Q4 2025 Feb 13, 2026
Drum Hill Capital, LLC History Added to 235,412 13,825 14.36% 14.73% 171 +4,133 1.79% Q4 2025 Jan 26, 2026
GEN Financial Management, INC. History Added to 232,259 13,640 8.59% 9.79% 172 +39,193 20.3% Q4 2025 Jan 15, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 232,030 13,627 2.63% 2.38% 173 +42,204 22.23% Q4 2025 Feb 13, 2026
Montecito Bank & Trust History Added to 230,848 13,557 2.16% 2.04% 174 +7,432 3.33% Q4 2025 Jan 09, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 228,066 13,394 3.89% 3.82% 175 +11,463 5.29% Q4 2025 Jan 08, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 226,901 13,325 10.62% — 176 +226,901 New Q4 2025 Feb 12, 2026
Apella Capital, LLC History Added to 223,174 13,106 0.26% 0.26% 177 +22,450 11.18% Q4 2025 Jan 21, 2026
Investure, LLC History No change 222,200 13,049 0.73% 0.81% 178 0 0.0% Q4 2025 Feb 11, 2026
Cypress Capital, LLC History Reduced 211,186 12,402 3.47% 3.73% 179 -10,091 -4.56% Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Reduced 209,600 12,309 0.87% 1.02% 180 -9,704 -4.42% Q4 2025 Jan 21, 2026
Mill Creek Capital Advisors, LLC History Reduced 209,553 12,307 0.25% 0.37% 181 -98,690 -32.02% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 206,647 12,140 0.3% 0.32% 182 +1,891 0.92% Q4 2025 Jan 28, 2026
Unison Advisors LLC History Added to 204,878 12,032 1.05% 1.06% 183 +6,945 3.51% Q4 2025 Jan 21, 2026
Russell Investments Group, Ltd. History New 204,309 11,999 0.01% — 184 +204,309 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 203,939 11,977 0.04% 0.04% 185 +64,403 46.16% Q4 2025 Feb 18, 2026
ARK & TLK INVESTMENTS, LLC History Added to 202,660 11,902 3.27% 3.16% 186 +33,420 19.75% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 201,441 11,830 0.23% 0.28% 187 +3,291 1.66% Q4 2025 Feb 13, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 194,125 11,402 0.77% 0.94% 188 -11,774 -5.72% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 191,135 11,225 0.01% 0.01% 189 -6,611 -3.34% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 186,170 10,933 0.02% 0.02% 190 +31,089 20.05% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 185,927 10,919 0.14% 0.14% 191 -2,505 -1.33% Q4 2025 Feb 10, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 183,941 10,802 4.92% 5.11% 192 +2,060 1.13% Q4 2025 Jan 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 181,120 10,637 0.03% 0.03% 193 +1,087 0.6% Q4 2025 Jan 26, 2026
Roundview Capital LLC History Added to 180,570 10,604 0.65% 0.6% 194 +18,166 11.19% Q4 2025 Feb 09, 2026
MIDDLETON & CO INC/MA History Added to 178,204 10,465 1.11% 1.05% 195 +13,330 8.08% Q4 2025 Jan 29, 2026
Calder Financial LLC History New 176,044 10,339 10.15% — 196 +176,044 New Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 173,423 10,185 0.31% 0.27% 197 +30,556 21.39% Q4 2025 Feb 13, 2026
EPG Wealth Management LLC History Added to 170,776 10,029 2.7% 2.69% 198 +4,570 2.75% Q4 2025 Jan 28, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 170,757 10,028 1.09% 1.16% 199 -639 -0.37% Q4 2025 Jan 26, 2026
Sollinda Capital Management LLC History Reduced 170,630 10,021 2.56% 2.94% 200 -11,870 -6.5% Q4 2025 Jan 15, 2026
Elite Financial, Inc. History Added to 170,502 10,013 4.55% 4.36% 201 +8,543 5.27% Q4 2025 Feb 12, 2026
HM PAYSON & CO History Added to 170,281 10,000 0.14% 0.14% 202 +274 0.16% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 169,788 9,971 0.02% 0.01% 203 -5,921 -3.37% Q4 2025 Feb 17, 2026
ZEVIN ASSET MANAGEMENT LLC History New 169,373 9,947 1.33% — 204 +169,373 New Q4 2025 Feb 12, 2026
Vertex Investment Solutions Co., Ltd. History New 168,500 9,897 9.81% — 205 +168,500 New Q4 2025 Feb 05, 2026
SCS Capital Management LLC History Reduced 167,556 9,840 0.1% 0.12% 206 -12,889 -7.14% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 166,153 9,758 0.24% 0.23% 207 +7,188 4.52% Q4 2025 Feb 13, 2026
Unconventional Investor, LLC History Added to 165,875 9,741 4.63% 3.0% 208 +64,320 63.34% Q4 2025 Feb 05, 2026
Octavia Wealth Advisors, LLC History Added to 163,574 9,606 0.92% 0.89% 209 +11,109 7.29% Q4 2025 Jan 23, 2026
Values First Advisors, Inc. History Added to 161,413 9,479 4.92% 4.83% 210 +8,128 5.3% Q4 2025 Jan 30, 2026
Retirement Systems of Alabama History Added to 161,270 9,471 0.03% 0.02% 211 +42,620 35.92% Q4 2025 Jan 15, 2026
Disciplined Investments, LLC History Added to 160,149 9,405 3.62% 3.53% 212 +9,292 6.16% Q4 2025 Feb 05, 2026
COMERICA BANK History Added to 159,545 9,370 0.04% 0.03% 213 +14,396 9.92% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 156,558 9,194 0.06% 0.06% 214 +19,040 13.85% Q4 2025 Feb 17, 2026
Cravens & Co Advisors, LLC History Reduced 155,769 9,152 5.99% 6.28% 215 -618 -0.4% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Added to 154,223 9,057 0.33% 0.3% 216 +23,804 18.25% Q4 2025 Feb 06, 2026
DDD Partners, LLC History Added to 154,075 9,048 0.58% 0.53% 217 +12,104 8.53% Q4 2025 Jan 22, 2026
Compton Wealth Advisory Group, LLC History Reduced 153,855 9,035 1.97% 2.16% 218 -4,692 -2.96% Q4 2025 Jan 13, 2026
Estate Counselors, LLC History Added to 147,532 8,664 0.73% 0.62% 219 +24,505 19.92% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Reduced 146,378 8,596 0.08% 0.09% 220 -214 -0.15% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 143,977 8,455 0.37% 0.33% 221 +11,882 9.0% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 143,305 8,416 0.0% 0.0% 222 +33,337 30.32% Q4 2025 Feb 12, 2026
FIRST AMERICAN TRUST, FSB History Added to 141,295 8,298 0.57% 0.23% 223 +87,057 160.51% Q4 2025 Feb 11, 2026
CAPE ANN SAVINGS BANK History Reduced 140,842 8,271 4.24% 4.49% 224 -2,167 -1.52% Q4 2025 Jan 28, 2026
SHUFRO ROSE & CO LLC History Added to 137,650 8,084 0.55% 0.4% 225 +53,933 64.42% Q4 2025 Feb 09, 2026
Bull Street Advisors, LLC History Added to 137,537 8,078 3.76% 3.73% 226 +1,700 1.25% Q4 2025 Jan 28, 2026
STIFEL FINANCIAL CORP History Reduced 137,060 8,049 0.01% 0.01% 227 -3,369 -2.4% Q4 2025 Feb 13, 2026
Biltmore Wealth Management, LLC History Added to 137,020 8,047 3.04% 3.0% 228 +3,600 2.7% Q4 2025 Jan 16, 2026
Beacon Financial Strategies CORP History Added to 136,131 7,994 4.46% 4.69% 229 +1,053 0.78% Q4 2025 Jan 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 134,860 7,920 0.5% 0.54% 230 -3,262 -2.36% Q4 2025 Jan 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 133,937 7,867 0.01% 0.01% 231 +49,264 58.18% Q4 2025 Feb 05, 2026
Kovitz Investment Group Partners, LLC History Reduced 133,927 7,865 0.17% 0.25% 232 -935,745 -87.48% Q4 2025 Feb 20, 2026
Municipal Employees' Retirement System of Michigan History Reduced 133,074 7,815 0.09% 0.1% 233 -9,132 -6.42% Q4 2025 Feb 06, 2026
Guardian Wealth Management, LLC History New 132,434 7,777 2.47% — 234 +132,434 New Q4 2025 Jan 20, 2026
SCOTIA CAPITAL INC. History Added to 131,581 7,727 0.03% 0.02% 235 +63,255 92.58% Q4 2025 Feb 12, 2026
Marion Wealth Management History Added to 130,065 7,641 1.7% 1.76% 236 +3,938 3.12% Q4 2025 Jan 26, 2026
Certified Advisory Corp History Added to 129,495 7,605 0.69% 0.69% 237 +5,134 4.13% Q4 2025 Jan 12, 2026
U.S. Capital Wealth Advisors, LLC History Added to 129,246 7,590 0.2% 0.17% 238 +21,785 20.27% Q4 2025 Jan 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 128,876 7,568 0.61% 0.57% 239 +17,381 15.59% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 126,176 7,410 0.0% 0.0% 240 +11,371 9.9% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 125,686 7,381 4.69% 4.7% 241 +6,483 5.44% Q4 2025 Feb 04, 2026
Capital Investment Advisors, LLC History New 125,434 7,366 0.11% — 242 +125,434 New Q4 2025 Jan 13, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 123,600 7,259 2.2% 2.42% 243 -17,000 -12.09% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Added to 122,404 7,188 0.04% 0.04% 244 +7,657 6.67% Q4 2025 Jan 27, 2026
Beverly Hills Private Wealth, LLC History Reduced 121,660 7,145 1.22% 1.72% 245 -43,692 -26.42% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 119,929 7,043 0.06% — 246 +119,929 New Q4 2025 Feb 17, 2026
Sage Mountain Advisors LLC History Reduced 119,318 7,007 0.37% 0.45% 247 -15,130 -11.25% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Reduced 119,302 7,006 0.05% 0.06% 248 -13,280 -10.02% Q4 2025 Feb 12, 2026
Mechanics Financial Corp History Reduced 118,046 6,932 2.56% 2.72% 249 -4,141 -3.39% Q4 2025 Jan 22, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 117,368 6,893 5.06% 5.22% 250 -2,278 -1.9% Q4 2025 Feb 06, 2026
Financial Plan, Inc. History New 115,968 6,810 0.78% — 251 +115,968 New Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 114,564 6,728 0.0% — 252 +114,564 New Q4 2025 Feb 17, 2026
Aventus Investment Advisors, Inc. History Added to 114,168 6,705 5.43% 5.39% 253 +6,848 6.38% Q4 2025 Jan 14, 2026
Journey Advisory Group, LLC History Added to 111,853 6,569 0.55% 0.46% 254 +6,251 5.92% Q4 2025 Jan 27, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 110,142 6,468 0.64% 0.25% 255 +68,622 165.27% Q4 2025 Feb 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 110,086 6,465 0.09% 0.09% 256 -14,910 -11.93% Q4 2025 Feb 11, 2026
AmeriServ Wealth Advisors History Reduced 108,028 6,344 3.69% 4.65% 257 -48,436 -30.96% Q4 2025 Feb 10, 2026
Lauer Wealth, LLC History Reduced 107,961 6,344 4.71% 4.63% 258 -2,167 -1.97% Q4 2025 Jan 12, 2026
Safir Wealth Advisors, LLC History Reduced 107,466 6,311 4.43% 4.6% 259 -3,125 -2.83% Q4 2025 Jan 06, 2026
Kestra Advisory Services, LLC History Reduced 106,567 6,258 0.03% 0.03% 260 -23,279 -17.93% Q4 2025 Feb 13, 2026
Edge Financial Advisors LLC History Added to 106,196 6,236 2.62% 2.5% 261 +11,324 11.94% Q4 2025 Jan 28, 2026
Hara Capital LLC History Reduced 105,555 6,199 3.45% 4.16% 262 -14,494 -12.07% Q4 2025 Jan 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 104,600 6,143 0.04% — 263 +104,600 New Q4 2025 Feb 17, 2026
Discipline Wealth Solutions, LLC History New 103,205 6,061 1.12% — 264 +103,205 New Q4 2025 Jan 26, 2026
Vident Advisory, LLC History Added to 102,385 6,013 0.05% 0.05% 265 +21,692 26.88% Q4 2025 Feb 18, 2026
Spectrum Financial Alliance Ltd LLC History Added to 101,964 5,988 1.18% 1.38% 266 +6,645 6.97% Q4 2025 Jan 30, 2026
Signal Advisors Wealth, LLC History Added to 101,667 5,970 0.47% 0.46% 267 +14,921 17.2% Q4 2025 Jan 13, 2026
Rockingstone Advisors LLC History Reduced 101,260 5,947 2.71% 3.15% 268 -7,395 -6.81% Q4 2025 Jan 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 101,095 5,937 0.0% — 269 +101,095 New Q4 2025 Feb 13, 2026
Echo45 Advisors LLC History Reduced 100,210 5,885 3.36% 5.49% 270 -58,981 -37.05% Q4 2025 Feb 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 100,201 5,884 0.08% 0.08% 271 +3,778 3.92% Q4 2025 Jan 22, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 98,877 5,807 1.7% 1.11% 272 +38,644 64.16% Q4 2025 Feb 13, 2026
Hexagon Capital Partners LLC History Added to 97,772 5,742 1.06% 1.1% 273 +4,709 5.06% Q4 2025 Feb 06, 2026
Marotta Asset Management History Added to 97,704 5,738 1.06% 0.94% 274 +12,236 14.32% Q4 2025 Jan 07, 2026
XY Planning Network, Inc. History Added to 97,506 5,726 1.0% 1.08% 275 +43,594 80.86% Q4 2025 Jan 26, 2026
Oak Grove Capital LLC History Added to 97,400 5,720 0.68% 0.29% 276 +62,300 177.49% Q4 2025 Feb 26, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 96,639 5,689 1.37% 1.56% 277 -3,845 -3.83% Q4 2025 Feb 27, 2026
Kathmere Capital Management, LLC History Added to 96,759 5,682 0.38% 0.39% 278 +4,443 4.81% Q4 2025 Jan 13, 2026
McIlrath & Eck, LLC History Added to 95,569 5,612 0.52% 0.48% 279 +17,159 21.88% Q4 2025 Feb 03, 2026
Robertson Stephens Wealth Management, LLC History Added to 94,636 5,557 0.14% 0.14% 280 +14,653 18.32% Q4 2025 Feb 02, 2026
Colony Family Offices, LLC History Reduced 94,315 5,539 1.38% 1.49% 281 -3,749 -3.82% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Reduced 93,111 5,468 0.04% 0.04% 282 -2,228 -2.34% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Reduced 91,371 5,366 0.04% 0.06% 283 -11,662 -11.32% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 90,557 5,318 0.09% 0.09% 284 +15,712 20.99% Q4 2025 Mar 12, 2026
Simplicity Wealth,LLC History Added to 90,423 5,310 0.32% 0.29% 285 +6,338 7.54% Q4 2025 Jan 30, 2026
Perigon Wealth Management, LLC History Added to 90,282 5,302 0.09% 0.08% 286 +26,131 40.73% Q4 2025 Jan 16, 2026
OneAscent Investment Solutions LLC History No change 88,728 5,210 5.52% 5.55% 287 0 0.0% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Added to 88,284 5,184 0.04% 0.04% 288 +4,016 4.77% Q4 2025 Feb 13, 2026
Elmwood Wealth Management, Inc. History Reduced 88,198 5,179 1.64% 1.85% 289 -327 -0.37% Q4 2025 Jan 08, 2026
Kensington Asset Management, LLC History New 87,874 5,163 0.27% — 290 +87,874 New Q4 2025 Feb 13, 2026
Triad Investment Management History New 87,845 5,159 5.23% — 291 +87,845 New Q4 2025 Jan 16, 2026
Fortune Financial Advisors, LLC History Added to 87,656 5,148 3.47% 3.65% 292 +5,130 6.22% Q4 2025 Jan 23, 2026
Climber Capital SA History New 87,347 5,123 3.34% — 293 +87,347 New Q4 2025 Feb 03, 2026
Altiora Financial Group, LLC History Added to 86,955 5,106 0.88% 0.89% 294 +3,861 4.65% Q4 2025 Feb 12, 2026
ACR Alpine Capital Research, LLC History New 86,500 5,080 0.08% — 295 +86,500 New Q4 2025 Feb 05, 2026
Cornerstone Financial Management LLC History New 85,632 5,029 4.72% — 296 +85,632 New Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 85,349 5,012 0.18% 0.24% 297 -25,712 -23.15% Q4 2025 Jan 07, 2026
Financial Gravity Asset Management, Inc. History Added to 84,754 4,977 0.96% 0.95% 298 +2,841 3.47% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History Reduced 84,276 4,949 0.09% 0.09% 299 -242 -0.29% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 83,775 4,920 0.01% 0.01% 300 +1,890 2.31% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History New 83,772 4,919 0.11% — 301 +83,772 New Q4 2025 Feb 12, 2026
MCF Advisors LLC History New 83,129 4,882 0.27% — 302 +83,129 New Q4 2025 Feb 11, 2026
Tennessee Valley Asset Management Partners History Reduced 82,597 4,850 0.63% 0.66% 303 -360 -0.43% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Added to 82,265 4,831 0.16% 0.13% 304 +4,027 5.15% Q4 2025 Jan 09, 2026
Stratos Wealth Partners, LTD. History Reduced 81,634 4,794 0.05% 0.06% 305 -3,464 -4.07% Q4 2025 Jan 20, 2026
CULBERTSON A N & CO INC History Reduced 81,531 4,788 0.66% 0.68% 306 -640 -0.78% Q4 2025 Jan 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 81,153 4,766 0.06% 0.06% 307 +827 1.03% Q4 2025 Jan 30, 2026
O'Domhnaill Enterprises, Inc. History New 81,015 4,758 4.46% — 308 +81,015 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 80,838 4,751 0.05% 0.06% 309 -3,611 -4.28% Q4 2025 Jan 26, 2026
CWC Advisors, LLC. History Reduced 80,802 4,745 2.29% 2.37% 310 -1,368 -1.66% Q4 2025 Jan 26, 2026
Roble, Belko & Company, Inc History Added to 79,287 4,657 0.61% 0.52% 311 +13,625 20.75% Q4 2025 Jan 12, 2026
Jump Financial, LLC History New 76,755 4,507 0.06% — 312 +76,755 New Q4 2025 Feb 17, 2026
Aegis Wealth Management LLC History Added to 76,494 4,492 2.54% 2.11% 313 +9,493 14.17% Q4 2025 Jan 14, 2026
Truepoint, Inc. History Added to 75,633 4,441 0.1% 0.09% 314 +6,894 10.03% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 74,599 4,381 0.06% 0.07% 315 -21,130 -22.07% Q4 2025 Feb 02, 2026
White Lighthouse Investment Management Inc. History Added to 74,371 4,367 0.61% 0.62% 316 +4,913 7.07% Q4 2025 Feb 09, 2026
CBM Financial, LLC History New 73,864 4,346 2.95% — 317 +73,864 New Q4 2025 Feb 19, 2026
Heck Capital Advisors, LLC History Added to 73,085 4,292 0.32% 0.04% 318 +63,741 682.16% Q4 2025 Jan 16, 2026
ARVEST INVESTMENTS, INC. History Added to 73,077 4,291 0.6% 0.55% 319 +7,549 11.52% Q4 2025 Jan 20, 2026
Institute for Wealth Management, LLC. History Added to 72,979 4,286 0.45% 0.24% 320 +34,237 88.37% Q4 2025 Jan 27, 2026
Tillman Hartley LLC History Added to 72,753 4,272 1.07% 1.1% 321 +404 0.56% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 72,289 4,245 0.15% 0.24% 322 -34,415 -32.25% Q4 2025 Jan 27, 2026
Curran Financial Partners, LLC History Added to 72,036 4,230 0.8% 0.72% 323 +10,029 16.17% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 71,633 4,207 0.08% 0.09% 324 +1,644 2.35% Q4 2025 Feb 03, 2026
Capital Investment Counsel, LLC History Reduced 70,988 4,169 0.58% 0.65% 325 -4,256 -5.66% Q4 2025 Feb 02, 2026
EVERETT HARRIS & CO /CA/ History Added to 70,880 4,162 0.05% 0.04% 326 +20,080 39.53% Q4 2025 Feb 11, 2026
BOSTON FAMILY OFFICE LLC History Added to 70,832 4,160 0.26% 0.24% 327 +5,630 8.63% Q4 2025 Feb 13, 2026
Excelsior Advisor Network LLC History New 70,429 4,136 2.01% — 328 +70,429 New Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 70,259 4,126 0.08% 0.08% 329 +6,331 9.9% Q4 2025 Feb 02, 2026
ADVISORY RESEARCH INC History No change 69,657 4,090 0.51% 0.54% 330 0 0.0% Q4 2025 Feb 13, 2026
Alhambra Investment Management LLC History Added to 69,541 4,084 1.9% 1.86% 331 +3,046 4.58% Q4 2025 Jan 15, 2026
THOMAS STORY & SON LLC History Reduced 69,056 4,055 1.51% 1.5% 332 -203 -0.29% Q4 2025 Jan 26, 2026
Kassira Wealth Management LLC History Added to 68,873 4,044 3.84% 3.49% 333 +7,335 11.92% Q4 2025 Feb 03, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 68,632 4,030 2.81% 3.12% 334 +209 0.31% Q4 2025 Feb 11, 2026
ROVIN CAPITAL /UT/ /ADV History New 67,888 3,987 1.06% — 335 +67,888 New Q4 2025 Feb 09, 2026
Golden State Equity Partners History Added to 67,419 3,959 0.64% 0.14% 336 +53,357 379.44% Q4 2025 Jan 29, 2026
Marietta Wealth Management, LLC History Added to 66,785 3,922 0.45% 0.46% 337 +3,324 5.24% Q4 2025 Jan 28, 2026
Breakwater Investment Management History Added to 66,710 3,917 1.42% 1.22% 338 +10,289 18.24% Q4 2025 Feb 02, 2026
Balboa Wealth Partners History Added to 65,847 3,867 0.64% 0.37% 339 +29,730 82.32% Q4 2025 Jan 16, 2026
Koshinski Asset Management, Inc. History Added to 65,628 3,854 0.25% 0.15% 340 +28,553 77.01% Q4 2025 Feb 03, 2026
Argent Trust Co History Added to 65,096 3,823 0.13% 0.13% 341 +1,461 2.3% Q4 2025 Feb 10, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 64,965 3,815 0.43% 0.47% 342 -3,733 -5.43% Q4 2025 Jan 08, 2026
CWS Financial Advisors, LLC History Added to 64,626 3,795 1.03% 0.93% 343 +7,920 13.97% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History Added to 64,344 3,778 0.51% 0.43% 344 +10,435 19.36% Q4 2025 Feb 11, 2026
Welch Group, LLC History Added to 63,425 3,724 0.14% 0.12% 345 +9,078 16.7% Q4 2025 Jan 26, 2026
Curi Capital, LLC History Added to 62,954 3,697 0.06% 0.06% 346 +7,616 13.76% Q4 2025 Feb 17, 2026
Impact Investors, Inc History Added to 61,331 3,601 2.5% 1.64% 347 +18,903 44.55% Q4 2025 Jan 21, 2026
Brucke Financial, Inc. History Added to 61,001 3,582 1.96% 1.87% 348 +6,862 12.67% Q4 2025 Jan 12, 2026
Valley Financial Group, Inc. History Reduced 60,813 3,571 2.01% 2.25% 349 -6,535 -9.7% Q4 2025 Feb 18, 2026
Allworth Financial LP History New 60,590 3,558 0.01% — 350 +60,590 New Q4 2025 Feb 05, 2026
Edgestream Partners, L.P. History Reduced 59,830 3,513 0.1% 0.13% 351 -13,670 -18.6% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Added to 59,794 3,511 0.15% 0.06% 352 +34,861 139.82% Q4 2025 Jan 16, 2026
Asset One Wealth Management LLC History New 59,231 3,473 0.48% — 353 +59,231 New Q4 2025 Feb 17, 2026
Fire Capital Management LLC History New 58,549 3,438 1.71% — 355 +58,549 New Q4 2025 Feb 03, 2026
Wedmont Private Capital History Added to 58,502 3,438 0.12% 0.12% 354 +5,067 9.48% Q4 2025 Jan 08, 2026
Titan Investment Management LLC History New 57,083 3,352 3.05% — 356 +57,083 New Q4 2025 Feb 24, 2026
BlackRock, Inc. History New 56,953 3,344 0.0% — 357 +56,953 New Q4 2025 Feb 12, 2026
NWAM LLC History Added to 56,550 3,321 0.19% 0.17% 358 +2,712 5.04% Q4 2025 Feb 04, 2026
Stokes Family Office, LLC History Reduced 54,574 3,205 0.29% 0.59% 359 -50,741 -48.18% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Added to 54,212 3,183 0.03% 0.01% 360 +29,430 118.76% Q4 2025 Jan 13, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 53,921 3,166 1.88% 2.07% 361 -2,455 -4.35% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 53,754 3,156 0.02% 0.04% 362 -72,397 -57.39% Q4 2025 Jan 29, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 53,439 3,138 0.26% 0.24% 363 -19 -0.04% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 52,845 3,103 0.0% — 364 +52,845 New Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History No change 52,765 3,098 0.01% 0.01% 365 0 0.0% Q4 2025 Feb 17, 2026
4WEALTH ADVISORS, INC. History Reduced 52,679 3,093 2.64% 2.78% 366 -206 -0.39% Q4 2025 Jan 21, 2026
Accurate Wealth Management, LLC History Added to 52,233 3,068 0.39% 0.39% 367 +3,019 6.13% Q4 2025 Jan 14, 2026
Successful Portfolios LLC History Added to 51,687 3,036 1.55% 1.74% 368 +1,130 2.24% Q4 2025 Jan 23, 2026
Alliance Wealth Advisors, LLC /UT History New 51,618 3,031 0.66% — 369 +51,618 New Q4 2025 Feb 02, 2026
RoundAngle Advisors LLC History Added to 51,511 3,025 2.2% 2.29% 370 +1,356 2.7% Q4 2025 Jan 12, 2026
Anchor Investment Management, LLC History Reduced 51,489 3,023 0.25% 0.26% 371 -1,605 -3.02% Q4 2025 Feb 26, 2026
Avior Wealth Management, LLC History Reduced 51,350 3,015 0.09% 0.15% 372 -27,260 -34.68% Q4 2025 Jan 06, 2026
Miller Financial Services LLC History Added to 50,791 2,982 3.5% 2.29% 373 +17,161 51.03% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 50,683 2,976 0.01% 0.01% 374 +11,982 30.96% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Reduced 50,290 2,953 0.25% 0.25% 375 -1,284 -2.49% Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 50,130 2,944 0.81% 0.69% 376 +3,246 6.92% Q4 2025 Feb 03, 2026
Tortoise Investment Management, LLC History Added to 49,756 2,922 0.26% 0.16% 377 +18,727 60.35% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Reduced 49,172 2,887 0.67% 0.71% 378 -996 -1.99% Q4 2025 Feb 13, 2026
ORG Partners LLC History Added to 48,716 2,861 0.5% 0.37% 379 +13,219 37.24% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 48,611 2,854 0.02% 0.02% 380 -4,110 -7.8% Q4 2025 Feb 09, 2026
SMART Wealth LLC History Added to 48,567 2,852 0.87% 1.0% 381 +3,494 7.75% Q4 2025 Jan 26, 2026
North Capital, Inc. History Reduced 48,497 2,848 2.45% 2.3% 382 -2,022 -4.0% Q4 2025 Feb 18, 2026
MRWM Advisors, LLC History Reduced 47,353 2,781 1.49% 2.03% 383 -13,141 -21.72% Q4 2025 Jan 26, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 47,124 2,767 0.0% 0.0% 384 +7,009 17.47% Q4 2025 Feb 10, 2026
Schulz Wealth, LTD. History Reduced 46,843 2,751 1.76% 1.85% 385 -781 -1.64% Q4 2025 Feb 05, 2026
TrueWealth Advisors, LLC History Reduced 46,600 2,736 0.71% 0.74% 386 -17 -0.04% Q4 2025 Jan 07, 2026
Kovack Advisors, Inc. History Added to 46,247 2,716 0.13% 0.24% 387 +2,194 4.98% Q4 2025 Feb 17, 2026
BDFS Capital LLC History New 44,276 2,600 1.31% — 388 +44,276 New Q4 2025 Feb 26, 2026
Circle Wealth Management, LLC History Added to 44,109 2,590 0.04% 0.04% 389 +5,090 13.04% Q4 2025 Feb 13, 2026
Windward Private Wealth Management Inc. History Reduced 43,959 2,581 0.89% 0.91% 390 -722 -1.62% Q4 2025 Feb 02, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 43,814 2,573 0.77% 0.82% 391 -459 -1.04% Q4 2025 Jan 26, 2026
Ausdal Financial Partners, Inc. History Reduced 43,692 2,566 0.12% 0.13% 392 -2,225 -4.85% Q4 2025 Feb 13, 2026
Investment Advisory Group, LLC History Reduced 43,469 2,552 0.66% 0.74% 393 -2,782 -6.02% Q4 2025 Jan 23, 2026
Checchi Capital Advisers, LLC History Reduced 42,908 2,519 0.13% 0.13% 394 -1,226 -2.78% Q4 2025 Jan 27, 2026
Grove Street Fiduciary, LLC History No change 42,700 2,507 1.05% 1.19% 395 0 0.0% Q4 2025 Feb 03, 2026
Wescott Financial Advisory Group, LLC History Reduced 42,684 2,506 0.22% 0.23% 396 -146 -0.34% Q4 2025 Feb 12, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 42,437 2,492 0.4% 0.47% 397 -8,270 -16.31% Q4 2025 Jan 29, 2026
One Degree Advisors Inc History Added to 42,283 2,483 0.68% 0.71% 398 +2,908 7.39% Q4 2025 Feb 06, 2026
Midwestern Financial, LLC /IA History Reduced 42,273 2,482 2.05% 2.21% 399 -1,457 -3.33% Q4 2025 Feb 06, 2026
Westwood Wealth Management History New 41,925 2,462 1.85% — 400 +41,925 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Reduced 41,925 2,462 1.85% 2.2% 401 -5,115 -10.87% Q4 2025 Jan 13, 2026
GeoWealth Management, LLC History Added to 41,772 2,453 0.09% 0.04% 402 +21,272 103.77% Q4 2025 Feb 17, 2026
Transcendent Capital Group LLC History Added to 41,599 2,443 1.11% 1.06% 403 +1,232 3.05% Q4 2025 Jan 26, 2026
Noble Family Wealth, LLC History Added to 41,310 2,426 0.51% 0.47% 404 +4,716 12.89% Q4 2025 Jan 07, 2026
PYA Waltman Capital, LLC History Reduced 41,163 2,417 0.65% 0.65% 405 -307 -0.74% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Reduced 41,149 2,416 0.05% 0.06% 406 -1,024 -2.43% Q4 2025 Feb 04, 2026
LifeGuide Financial Advisors, LLC History New 40,938 2,405 0.8% — 407 +40,938 New Q4 2025 Jan 05, 2026
BURNEY CO/ History Added to 40,688 2,389 0.07% 0.04% 408 +21,419 111.16% Q4 2025 Jan 23, 2026
Glass Jacobson Investment Advisors llc History Reduced 40,417 2,373 0.85% 0.93% 409 -3,523 -8.02% Q4 2025 Jan 22, 2026
Pacific Park Financial, Inc. History New 40,356 2,370 1.48% — 410 +40,356 New Q4 2025 Jan 30, 2026
Arax Advisory Partners History New 40,238 2,363 0.07% — 411 +40,238 New Q4 2025 Feb 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 39,726 2,333 0.26% 0.3% 412 -3,976 -9.1% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 38,648 2,269 2.25% — 413 +38,648 New Q4 2025 Jan 26, 2026
Chandler Asset Management, Inc. History Added to 38,160 2,241 0.35% 0.37% 414 +165 0.43% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History Reduced 37,775 2,218 0.65% 0.67% 415 -653 -1.7% Q4 2025 Jan 22, 2026
&PARTNERS History Reduced 37,582 2,195 0.01% 0.01% 416 -279 -0.74% Q4 2025 Feb 17, 2026
PFG Advisors History Added to 37,352 2,193 0.11% 0.08% 417 +3,963 11.87% Q4 2025 Jan 27, 2026
Hills Bank & Trust Co History Reduced 37,324 2,192 0.13% 0.13% 418 -757 -1.99% Q4 2025 Feb 05, 2026
Kingdom Financial Group LLC. History Added to 36,974 2,171 0.67% 0.4% 419 +25,772 230.07% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 36,902 2,167 0.0% 0.0% 420 -459 -1.23% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Added to 36,484 2,142 0.02% 0.02% 421 +940 2.64% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History Reduced 36,396 2,137 0.02% 0.09% 422 -76,023 -67.62% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 36,217 2,127 0.05% 0.05% 423 +1,851 5.39% Q4 2025 Feb 09, 2026
BEARING POINT CAPITAL, LLC History Reduced 36,200 2,126 0.33% 0.71% 424 -33,437 -48.02% Q4 2025 Feb 10, 2026
McDonough Capital Management, Inc History Reduced 35,933 2,110 1.03% 1.09% 425 -754 -2.06% Q4 2025 Feb 12, 2026
SHAYNE & JACOBS, LLC History Added to 35,855 2,105 0.64% 0.65% 426 +260 0.73% Q4 2025 Jan 27, 2026
CFO4Life Group, LLC History New 35,742 2,099 0.3% — 427 +35,742 New Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 35,709 2,097 0.01% — 429 +35,709 New Q4 2025 Feb 13, 2026
Security Financial Services, INC. History Added to 35,713 2,097 0.33% 0.31% 428 +2,976 9.09% Q4 2025 Jan 27, 2026
BIRCHBROOK, INC. History Added to 35,616 2,091 1.04% 1.03% 430 +1,758 5.19% Q4 2025 Feb 04, 2026
Zhang Financial LLC History Added to 35,486 2,084 0.08% 0.08% 431 +2,528 7.67% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 34,996 2,055 0.07% 0.03% 432 +22,433 178.56% Q4 2025 Jan 20, 2026
J.W. COLE ADVISORS, INC. History Added to 58,190 2,033 0.05% 0.05% 433 +10,712 22.56% Q4 2025 Feb 11, 2026
LJI Wealth Management, LLC History No change 33,761 1,982 0.3% 0.35% 434 0 0.0% Q4 2025 Feb 03, 2026
Kuhn & Co Investment Counsel History Added to 33,339 1,958 1.3% 1.55% 435 +76 0.23% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 33,184 1,948 0.02% 0.03% 436 -1,121 -3.27% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Reduced 32,879 1,930 0.05% 0.06% 437 -122 -0.37% Q4 2025 Jan 30, 2026
Canal Capital Management, LLC History Reduced 32,838 1,928 0.27% 0.3% 438 -1,088 -3.21% Q4 2025 Jan 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 32,162 1,888 0.14% 0.13% 439 +535 1.69% Q4 2025 Feb 12, 2026
Iron Gate Global Advisors LLC History Added to 32,045 1,882 0.19% 0.14% 440 +8,897 38.44% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 31,459 1,848 0.0% 0.01% 441 -22,111 -41.27% Q4 2025 Feb 11, 2026
Intelligence Driven Advisers, LLC History Reduced 31,350 1,841 0.26% 0.31% 442 -6,946 -18.14% Q4 2025 Jan 23, 2026
EVOKE WEALTH, LLC History Reduced 31,166 1,830 0.03% 0.04% 443 -492 -1.55% Q4 2025 Feb 06, 2026
Verus Financial Partners, Inc. History Reduced 30,534 1,794 0.17% 0.17% 444 -76 -0.25% Q4 2025 Feb 02, 2026
REDW Wealth LLC History Reduced 30,533 1,793 0.68% 0.76% 445 -3,733 -10.89% Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Added to 30,487 1,790 0.01% 0.01% 446 +16,751 121.95% Q4 2025 Feb 17, 2026
HEADINVEST, LLC History Reduced 30,414 1,786 0.36% 0.38% 447 -727 -2.33% Q4 2025 Feb 02, 2026
Hegarty Advisors, LLC History New 30,056 1,764 1.53% — 448 +30,056 New Q4 2025 Jan 29, 2026
Bell Bank History No change 29,934 1,758 0.08% 0.08% 449 0 0.0% Q4 2025 Jan 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 29,916 1,756 0.51% 0.59% 450 -552 -1.81% Q4 2025 Feb 11, 2026
GatePass Capital, LLC History Reduced 29,500 1,732 0.89% 1.14% 451 -4,000 -11.94% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History Reduced 29,482 1,731 0.04% 0.05% 452 -4,047 -12.07% Q4 2025 Feb 04, 2026
First Bancorp, Inc /ME/ History Added to 29,417 1,727 0.92% 0.75% 453 +5,425 22.61% Q4 2025 Jan 26, 2026
Evansbrook LLC History New 29,297 1,720 1.15% — 454 +29,297 New Q4 2025 Feb 19, 2026
Steward Partners Investment Advisory, LLC History Added to 29,017 1,704 0.01% 0.0% 455 +15,196 109.95% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History Added to 28,740 1,687 0.04% 0.04% 456 +224 0.79% Q4 2025 Feb 12, 2026
Parkway Wealth Management Group, LLC History New 28,202 1,656 0.22% — 457 +28,202 New Q4 2025 Feb 10, 2026
Fund Evaluation Group, LLC History Reduced 28,029 1,646 0.05% 0.07% 458 -4,081 -12.71% Q4 2025 Feb 11, 2026
MBA Advisors LLC History Added to 27,942 1,641 0.66% 0.37% 459 +13,376 91.83% Q4 2025 Jan 21, 2026
AGF MANAGEMENT LTD History Added to 27,600 1,620 0.01% 0.01% 460 +3,150 12.88% Q4 2025 Feb 17, 2026
LifeWealth Investments, LLC History Reduced 27,481 1,613 0.51% 0.55% 461 -710 -2.52% Q4 2025 Jan 26, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 27,440 1,611 0.05% 0.05% 462 0 0.0% Q4 2025 Feb 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 27,065 1,589 0.15% 0.13% 463 +1,700 6.7% Q4 2025 Jan 12, 2026
Index Fund Advisors, Inc. History Added to 26,995 1,585 0.07% 0.06% 464 +7,524 38.64% Q4 2025 Jan 29, 2026
AXS Investments LLC History Reduced 26,794 1,573 0.75% 0.69% 465 -70 -0.26% Q4 2025 Feb 10, 2026
Barton Investment Management History No change 26,589 1,561 0.17% 0.16% 466 0 0.0% Q4 2025 Jan 21, 2026
SUN LIFE FINANCIAL INC History Reduced 26,450 1,553 0.08% 0.13% 467 -17,050 -39.2% Q4 2025 Feb 12, 2026
eCIO, Inc. History Added to 26,437 1,552 0.72% 0.56% 468 +988 3.88% Q4 2025 Jan 20, 2026
Clarity Capital Advisors, LLC History Added to 26,404 1,550 0.77% 0.75% 469 +3,076 13.19% Q4 2025 Feb 11, 2026
Centurion Wealth Management LLC History Added to 25,945 1,523 0.33% 0.32% 470 +2,024 8.46% Q4 2025 Jan 14, 2026
VERITY Wealth Advisors History No change 25,648 1,506 0.93% 0.95% 471 0 0.0% Q4 2025 Jan 07, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 25,605 1,503 0.01% 0.01% 472 -4,492 -14.93% Q4 2025 Feb 06, 2026
Summit Wealth Partners, LLC History Reduced 25,296 1,485 0.27% 0.28% 473 -693 -2.67% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Added to 25,176 1,478 0.04% 0.03% 474 +5,295 26.63% Q4 2025 Feb 03, 2026
Mason Investment Advisory Services, Inc. History New 25,094 1,473 0.07% — 475 +25,094 New Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History Added to 24,508 1,439 0.35% 0.33% 476 +1,195 5.13% Q4 2025 Jan 12, 2026
BIP Wealth, LLC History New 24,402 1,433 0.05% — 477 +24,402 New Q4 2025 Jan 21, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 24,337 1,429 0.13% 0.11% 478 +5,318 27.96% Q4 2025 Jan 20, 2026
BancFirst Trust & Investment Management History Added to 24,261 1,425 0.59% 0.2% 480 +15,508 177.17% Q4 2025 Jan 05, 2026
Bryn Mawr Trust Advisors, LLC History Added to 24,266 1,425 0.07% 0.06% 479 +5,343 28.24% Q4 2025 Feb 04, 2026
Hobbs Group Advisors, LLC History Reduced 23,761 1,395 0.42% 0.49% 481 -2,775 -10.46% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History New 23,612 1,386 0.04% — 483 +23,612 New Q4 2025 Feb 10, 2026
Savant Capital, LLC History Added to 23,611 1,386 0.01% 0.01% 482 +275 1.18% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Reduced 23,490 1,379 0.02% 0.02% 484 -1,286 -5.19% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 23,309 1,368 0.01% — 485 +23,309 New Q4 2025 Feb 18, 2026
MGO ONE SEVEN LLC History Added to 23,129 1,358 0.03% 0.02% 486 +8,450 57.57% Q4 2025 Feb 03, 2026
Fullerton Advisors, LLC History New 22,955 1,348 1.35% — 487 +22,955 New Q4 2025 Feb 02, 2026
PFG Investments, LLC History Reduced 22,952 1,347 0.06% 0.08% 488 -3,998 -14.83% Q4 2025 Jan 26, 2026
Cadence Bank History Added to 22,853 1,342 0.08% 0.06% 489 +5,199 29.45% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Added to 22,753 1,336 0.08% 0.08% 490 +2,042 9.86% Q4 2025 Feb 06, 2026
Red Tortoise LLC History Added to 22,718 1,334 0.57% 0.57% 491 +235 1.05% Q4 2025 Jan 22, 2026
Meridian Wealth Management, LLC History Reduced 22,704 1,333 0.05% 0.05% 492 -1,376 -5.71% Q4 2025 Feb 04, 2026
ETF Portfolio Partners, Inc. History Added to 22,677 1,331 0.34% 0.33% 493 +1,892 9.1% Q4 2025 Jan 20, 2026
Beaird Harris Wealth Management, LLC History Added to 22,587 1,326 0.09% 0.09% 494 +3 0.01% Q4 2025 Feb 23, 2026
ALESCO ADVISORS LLC History Added to 22,561 1,325 0.03% 0.02% 495 +10,150 81.78% Q4 2025 Jan 28, 2026
Towneley Capital Management, Inc / DE History Added to 22,421 1,316 0.28% 0.27% 496 +1,581 7.59% Q4 2025 Jan 30, 2026
MBE Wealth Management, LLC History Added to 22,366 1,313 0.55% 0.55% 497 +686 3.16% Q4 2025 Jan 21, 2026
Beaumont Financial Advisors, LLC History Reduced 22,296 1,309 0.09% 0.12% 498 -6,939 -23.74% Q4 2025 Jan 16, 2026
Sepio Capital, LP History Reduced 21,873 1,284 0.07% 0.1% 499 -5,886 -21.2% Q4 2025 Feb 12, 2026
Ranch Capital Advisors Inc. History Added to 21,846 1,283 0.47% 0.36% 500 +6,166 39.32% Q4 2025 Feb 05, 2026
CAMBIENT FAMILY OFFICE, LLC History New 21,839 1,282 0.18% — 501 +21,839 New Q4 2025 Feb 20, 2026
Arete Wealth Advisors, LLC History Added to 21,743 1,277 0.08% 0.07% 502 +1,691 8.43% Q4 2025 Feb 13, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 20,983 1,261 1.63% 1.29% 503 +6,283 42.74% Q4 2025 Feb 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 21,396 1,256 0.06% — 504 +21,396 New Q4 2025 Jan 21, 2026
DAVIS R M INC History Reduced 21,114 1,240 0.02% 0.02% 505 -1,341 -5.97% Q4 2025 Feb 12, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 21,081 1,238 0.39% 0.95% 507 -46,359 -68.74% Q4 2025 Feb 02, 2026
Rothschild Wealth LLC History Added to 21,096 1,238 0.12% 0.18% 506 +7,091 50.63% Q4 2025 Feb 17, 2026
Advanced Asset Management Advisors Inc History Reduced 20,850 1,224 0.33% 0.35% 508 -1,219 -5.52% Q4 2025 Feb 02, 2026
RS CRUM INC. History Added to 20,815 1,222 0.24% 0.25% 509 +1,640 8.55% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 20,706 1,216 0.02% 0.01% 510 +6,730 48.15% Q4 2025 Jan 29, 2026
Applied Capital LLC History Reduced 20,573 1,208 0.46% 0.54% 511 -2,324 -10.15% Q4 2025 Jan 16, 2026
Focus Partners Advisor Solutions, LLC History Reduced 20,544 1,206 0.01% 0.05% 512 -48,156 -70.1% Q4 2025 Feb 11, 2026
Congress Park Capital LLC History New 20,500 1,203 0.36% — 514 +20,500 New Q4 2025 Jan 14, 2026
Summit Global Investments History Added to 20,488 1,203 0.07% 0.07% 513 +66 0.32% Q4 2025 Feb 18, 2026
StoneX Group Inc. History Added to 20,269 1,190 0.05% 0.03% 515 +9,540 88.92% Q4 2025 Feb 12, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 20,271 1,190 0.69% 0.7% 516 -267 -1.3% Q4 2025 Jan 15, 2026
Atria Investments, Inc History Reduced 20,214 1,187 0.01% 0.01% 517 -225 -1.1% Q4 2025 Feb 05, 2026
Belleair Asset Management, LLC History New 20,182 1,185 1.13% — 518 +20,182 New Q4 2025 Jan 30, 2026
Equitable Holdings, Inc. History Added to 20,016 1,175 0.01% 0.01% 519 +1,043 5.5% Q4 2025 Feb 17, 2026
Diligent Investors, LLC History New 20,000 1,174 0.29% — 520 +20,000 New Q4 2025 Jan 23, 2026
Hummer Financial Advisory Services Inc History No change 20,000 1,174 0.83% 0.86% 521 0 0.0% Q4 2025 Jan 12, 2026
Compass Ion Advisors, LLC History Added to 19,949 1,171 0.11% 0.11% 522 +278 1.41% Q4 2025 Jan 29, 2026
ENTRUST FINANCIAL LLC History New 19,871 1,167 0.87% — 523 +19,871 New Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History Added to 19,780 1,161 0.05% 0.02% 524 +10,980 124.77% Q4 2025 Jan 29, 2026
HOWE & RUSLING INC History Reduced 19,718 1,158 0.08% 0.11% 525 -7,980 -28.81% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History New 19,636 1,154 0.12% — 526 +19,636 New Q4 2025 Jan 12, 2026
FIRST HORIZON CORP History Added to 19,599 1,151 0.05% 0.05% 527 +151 0.78% Q4 2025 Jan 27, 2026
IFC & Insurance Marketing, Inc. History New 19,387 1,139 1.13% — 528 +19,387 New Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 19,280 1,132 0.0% 0.0% 529 +658 3.53% Q4 2025 Feb 17, 2026
NORTH DALLAS BANK & TRUST CO History New 19,253 1,130 0.74% — 530 +19,253 New Q4 2025 Feb 11, 2026
Hardin Capital Partners, LLC History Added to 19,102 1,121 0.53% 0.59% 531 +335 1.79% Q4 2025 Jan 09, 2026
Pinnacle Financial Partners, Inc. History New 19,041 1,118 0.01% — 532 +19,041 New Q4 2025 Feb 18, 2026
Quest 10 Wealth Builders, Inc. History Added to 18,901 1,110 0.99% 1.02% 533 +148 0.79% Q4 2025 Jan 29, 2026
Rinkey Investments History Added to 18,824 1,105 0.28% 0.22% 534 +4,589 32.24% Q4 2025 Feb 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 18,772 1,102 0.4% 0.53% 535 -2,137 -10.22% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Reduced 18,580 1,091 0.04% 0.04% 536 -438 -2.3% Q4 2025 Jan 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 18,539 1,088 0.08% 0.09% 537 +226 1.23% Q4 2025 Jan 07, 2026
Avestar Capital, LLC History Added to 18,492 1,086 0.07% 0.07% 538 +1,360 7.94% Q4 2025 Feb 10, 2026
Embree Financial Group History Reduced 18,430 1,082 0.13% 0.17% 539 -2,920 -13.68% Q4 2025 Jan 14, 2026
Rothschild Capital Partners, LLC History Added to 18,355 1,077 0.25% 0.18% 540 +5,137 38.86% Q4 2025 Feb 17, 2026
Sand Hill Global Advisors, LLC History Added to 18,223 1,070 0.04% 0.04% 541 +515 2.91% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Reduced 18,174 1,067 0.01% 0.02% 542 -16,975 -48.29% Q4 2025 Feb 02, 2026
Great Waters Wealth Management History Reduced 18,180 1,067 0.12% 0.13% 543 -831 -4.37% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History Added to 17,894 1,050 0.02% 0.02% 544 +5,499 44.36% Q4 2025 Feb 06, 2026
N.E.W. Advisory Services LLC History Added to 17,830 1,047 0.08% 0.09% 545 +736 4.31% Q4 2025 Jan 28, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 17,820 1,046 0.38% 0.39% 547 +1,505 9.22% Q4 2025 Jan 26, 2026
Jackson Hole Capital Partners, LLC History Added to 17,827 1,046 0.18% 0.18% 546 +195 1.11% Q4 2025 Jan 30, 2026
Greenspring Advisors, LLC History New 17,808 1,045 0.06% — 548 +17,808 New Q4 2025 Feb 10, 2026
Trek Financial, LLC History Added to 17,723 1,040 0.06% 0.03% 550 +8,368 89.45% Q4 2025 Feb 04, 2026
DAVENPORT & Co LLC History Added to 17,709 1,040 0.01% 0.0% 549 +2,753 18.41% Q4 2025 Jan 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 17,706 1,039 0.15% 0.11% 551 +5,113 40.6% Q4 2025 Jan 28, 2026
Kaizen Financial Strategies History Reduced 17,701 1,039 0.46% 0.52% 552 -2,052 -10.39% Q4 2025 Jan 21, 2026
Strive Financial Group ,LLC History New 17,269 1,014 0.5% — 553 +17,269 New Q4 2025 Feb 18, 2026
Roth Financial Partners LLC History Added to 17,251 1,013 0.33% 0.27% 554 +3,625 26.6% Q4 2025 Jan 29, 2026
American Trust History Added to 17,160 1,007 0.08% 0.08% 555 +504 3.03% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 17,093 1,003 0.12% 0.12% 556 +5,508 47.54% Q4 2025 Feb 13, 2026
Frontier Asset Management, LLC History Reduced 17,064 1,002 0.23% 0.25% 557 -235 -1.36% Q4 2025 Feb 04, 2026
Glenview Trust Co History No change 17,047 1,001 0.02% 0.02% 558 0 0.0% Q4 2025 Feb 09, 2026
F/m Investments LLC History Added to 16,935 994 0.04% 0.03% 559 +1,643 10.74% Q4 2025 Feb 03, 2026
SeaBridge Investment Advisors LLC History Reduced 16,848 989 0.16% 0.16% 560 -143 -0.84% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Added to 16,709 981 0.08% 0.08% 561 +626 3.89% Q4 2025 Jan 20, 2026
MMBG INVESTMENT ADVISORS CO. History No change 16,615 975 0.08% 0.09% 562 0 0.0% Q4 2025 Feb 09, 2026
Avise Financial Cooperative, Inc. History New 16,429 964 0.87% — 563 +16,429 New Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Added to 16,402 963 0.02% 0.03% 564 +655 4.16% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 16,399 963 0.16% 0.17% 565 +509 3.2% Q4 2025 Feb 17, 2026
Spectrum Planning & Advisory Services Inc. History Added to 16,215 952 0.49% 0.52% 566 +650 4.18% Q4 2025 Feb 10, 2026
Vista Cima Wealth Management LLC History Reduced 16,130 947 0.79% 0.79% 567 -21 -0.13% Q4 2025 Feb 11, 2026
Schiavi & Co LLC History Added to 16,062 943 0.3% 0.1% 568 +11,099 223.63% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Reduced 15,830 929 0.03% 0.03% 569 -98 -0.62% Q4 2025 Jan 20, 2026
HRT FINANCIAL LP History New 15,760 925 0.0% — 570 +15,760 New Q4 2025 Feb 12, 2026
Greystone Financial Group, LLC History Added to 15,544 912 0.14% 0.12% 571 +2,543 19.56% Q4 2025 Jan 27, 2026
Rockwood Wealth Management, LLC History Added to 15,517 911 0.07% 0.05% 572 +5,067 48.49% Q4 2025 Jan 29, 2026
Gibraltar Capital Management, Inc. History Added to 15,385 903 0.15% 0.11% 573 +4,640 43.18% Q4 2025 Feb 02, 2026
KITCHING PARTNERS, LLC History Added to 15,309 899 0.82% 0.68% 574 +3,062 25.0% Q4 2025 Feb 18, 2026
Intrua Financial, LLC History Added to 15,113 887 0.09% 0.1% 575 +10 0.07% Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Added to 15,029 882 0.0% 0.0% 577 +1,216 8.8% Q4 2025 Feb 10, 2026
FMR LLC History Added to 15,032 882 0.0% 0.0% 576 +69 0.46% Q4 2025 Feb 17, 2026
WEST PACES ADVISORS INC. History New 15,014 881 0.17% — 578 +15,014 New Q4 2025 Jan 21, 2026
Addis & Hill, Inc History Added to 14,965 878 0.53% 0.5% 579 +960 6.85% Q4 2025 Jan 06, 2026
Qube Research & Technologies Ltd History Added to 14,837 871 0.0% 0.0% 580 +6,798 84.56% Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Reduced 14,832 871 0.11% 0.12% 581 -242 -1.61% Q4 2025 Feb 13, 2026
Five Pine Wealth Management History Added to 14,805 869 0.56% 0.54% 582 +1,312 9.72% Q4 2025 Jan 21, 2026
Silver Oak Advisory Group, Inc. History Added to 14,610 858 0.39% 0.35% 583 +1,389 10.51% Q4 2025 Feb 03, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 14,520 854 0.01% 0.01% 584 +956 7.05% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Reduced 14,479 850 0.12% 0.18% 585 -6,683 -31.58% Q4 2025 Jan 27, 2026
NICOLET BANKSHARES INC History Added to 14,445 848 0.14% 0.12% 586 +2,241 18.36% Q4 2025 Feb 09, 2026
Manhattan West Asset Management, LLC History Reduced 14,274 838 0.17% 0.32% 587 -11,572 -44.77% Q4 2025 Feb 02, 2026
Apollon Financial, LLC History Added to 14,208 834 0.12% 0.07% 588 +6,752 90.56% Q4 2025 Jan 22, 2026
Stratos Investment Management, LLC History Reduced 14,132 830 0.03% 0.04% 589 -351 -2.42% Q4 2025 Jan 20, 2026
Broussard Financial Group LLC History New 14,124 829 0.67% — 590 +14,124 New Q4 2025 Feb 02, 2026
Winter & Associates, Inc. History New 14,107 828 0.77% — 592 +14,107 New Q4 2025 Feb 13, 2026
Peterson Wealth Advisors, LLC History Reduced 14,107 828 0.11% 0.13% 591 -742 -5.0% Q4 2025 Jan 09, 2026
KDT Advisors, LLC History New 14,080 826 1.16% — 593 +14,080 New Q4 2025 Feb 06, 2026
VIAWEALTH, LLC History Reduced 13,855 813 0.46% 0.59% 594 -4,455 -24.33% Q4 2025 Feb 10, 2026
TPG Financial Advisors, LLC History Reduced 13,765 808 0.27% 0.31% 595 -329 -2.33% Q4 2025 Feb 06, 2026
Inlight Wealth Management, LLC History Added to 13,648 801 0.29% 0.27% 596 +3,927 40.4% Q4 2025 Jan 23, 2026
Diversified Trust Co History New 13,618 799 0.01% — 597 +13,618 New Q4 2025 Jan 09, 2026
Ares Financial Consulting, LLC History New 13,563 796 0.76% — 599 +13,563 New Q4 2025 Jan 30, 2026
Orcam Financial Group History Reduced 13,570 796 0.6% 0.89% 598 -5,135 -27.45% Q4 2025 Feb 06, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 13,539 795 0.27% 0.27% 600 -166 -1.21% Q4 2025 Jan 22, 2026
AEGON USA Investment Management, LLC History No change 13,500 792 0.56% 0.54% 601 0 0.0% Q4 2025 Feb 09, 2026
Summit Financial, LLC History Added to 13,463 790 0.01% 0.01% 602 +163 1.23% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 13,401 787 0.03% 0.04% 603 +1,308 10.82% Q4 2025 Feb 13, 2026
FWG Investments, LLC. History Reduced 13,360 784 0.5% 0.56% 604 -532 -3.83% Q4 2025 Jan 28, 2026
Indivisible Partners History New 13,312 781 0.08% — 605 +13,312 New Q4 2025 Feb 03, 2026
Legacy Edge Advisors, LLC History New 13,241 777 0.09% — 606 +13,241 New Q4 2025 Feb 02, 2026
Braun-Bostich & Associates Inc. History Added to 13,072 767 0.47% 0.48% 607 +163 1.26% Q4 2025 Jan 14, 2026
Sellwood Investment Partners LLC History Reduced 13,041 765 0.3% 1.03% 608 -31,109 -70.46% Q4 2025 Jan 26, 2026
CWM, LLC History Reduced 12,833 754 0.0% 0.0% 609 -94 -0.73% Q4 2025 Jan 26, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 12,836 753 0.36% 0.37% 610 -239 -1.83% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 12,734 747 0.01% — 611 +12,734 New Q4 2025 Feb 17, 2026
First County Bank /CT/ History Added to 12,726 747 0.39% 0.38% 612 +140 1.11% Q4 2025 Jan 14, 2026
Valpey Financial Services, LLC History Added to 12,669 744 0.47% 0.42% 613 +1,671 15.19% Q4 2025 Mar 04, 2026
Dakota Wealth Management History Reduced 12,653 743 0.01% 0.02% 614 -80 -0.63% Q4 2025 Jan 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 12,571 738 0.05% 0.05% 615 +1,096 9.55% Q4 2025 Jan 23, 2026
Principia Wealth Advisory, LLC History Added to 12,547 736 0.46% 0.51% 616 +88 0.71% Q4 2025 Feb 10, 2026
TRUE Private Wealth Advisors History Added to 12,420 729 0.07% 0.07% 617 +1,242 11.11% Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Reduced 12,325 723 0.07% 0.07% 618 -2 -0.02% Q4 2025 Feb 04, 2026
Main Street Financial Solutions, LLC History Added to 12,245 719 0.05% 0.04% 619 +1,371 12.61% Q4 2025 Feb 17, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 12,177 715 0.28% 0.2% 620 -8 -0.07% Q4 2025 Feb 11, 2026
Lake Hills Wealth Management, LLC History Added to 12,074 709 0.37% 0.23% 621 +4,702 63.78% Q4 2025 Jan 07, 2026
Redwood Investment Management, LLC History Added to 12,047 708 0.08% 0.06% 622 +1,956 19.38% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 12,047 707 0.01% 0.02% 623 -5,364 -30.81% Q4 2025 Feb 12, 2026
GLOBALT Investments LLC / GA History New 12,032 706 0.03% — 624 +12,032 New Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 11,971 703 0.0% 0.0% 625 -5 -0.04% Q4 2025 Jan 30, 2026
Trivium Point Advisory, LLC History Added to 11,765 690 0.07% 0.05% 626 +4,006 51.63% Q4 2025 Jan 26, 2026
Birchcreek Wealth Management, LLC History Added to 11,711 687 0.34% 0.33% 628 +702 6.38% Q4 2025 Jan 16, 2026
Hilltop Holdings Inc. History Added to 11,703 687 0.04% 0.04% 627 +34 0.29% Q4 2025 Feb 17, 2026
Permanent Capital Management, LP History Added to 11,691 686 0.13% 0.13% 629 +149 1.29% Q4 2025 Jan 07, 2026
My Personal CFO, LLC History New 11,665 685 0.29% — 630 +11,665 New Q4 2025 Jan 15, 2026
Amicus Financial Advisors, LLC History New 11,661 684 0.19% — 631 +11,661 New Q4 2025 Mar 02, 2026
VISTA INVESTMENT MANAGEMENT History New 11,609 681 0.22% — 632 +11,609 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 11,561 678 0.02% 0.01% 633 +5,244 83.01% Q4 2025 Feb 06, 2026
Ruedi Wealth Management, Inc. History Reduced 11,496 675 0.18% 0.2% 634 -560 -4.64% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 11,463 673 0.01% 0.01% 635 -1,573 -12.07% Q4 2025 Jan 23, 2026
L.K. Benson & Company, P.C. History Added to 11,392 669 0.34% 0.36% 636 +101 0.89% Q4 2025 Feb 06, 2026
Merited Wealth, LLC History New 11,377 668 0.62% — 637 +11,377 New Q4 2025 Mar 26, 2026
LRI Investments, LLC History No change 11,315 664 0.05% 0.05% 638 0 0.0% Q4 2025 Feb 04, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 11,258 661 0.04% 0.04% 639 +1,917 20.52% Q4 2025 Feb 10, 2026
Ethos Financial Group, LLC History Added to 11,256 661 0.05% 0.05% 640 +440 4.07% Q4 2025 Jan 20, 2026
Raab & Moskowitz Asset Management LLC History Added to 11,237 659 0.14% 0.14% 641 +400 3.69% Q4 2025 Jan 20, 2026
SG Americas Securities, LLC History No change 11,189 657 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 09, 2026
LEUTHOLD GROUP, LLC History Reduced 11,151 654 0.07% 0.08% 643 -1,260 -10.15% Q4 2025 Feb 05, 2026
Pictet North America Advisors SA History Added to 11,100 651 0.06% 0.04% 644 +3,370 43.6% Q4 2025 Jan 16, 2026
D'Orazio & Associates, Inc. History Added to 11,077 650 0.08% 0.08% 645 +617 5.9% Q4 2025 Feb 04, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 10,984 645 0.02% 0.02% 646 0 0.0% Q4 2025 Feb 11, 2026
ALBION FINANCIAL GROUP /UT History Reduced 10,934 642 0.04% 0.04% 647 -790 -6.74% Q4 2025 Jan 21, 2026
Eagle Strategies LLC History Reduced 10,921 641 0.08% 0.09% 648 -835 -7.1% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 10,884 639 0.03% 0.04% 649 -855 -7.28% Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Reduced 10,880 638 0.03% 0.04% 650 -310 -2.77% Q4 2025 Feb 04, 2026
Procyon Advisors, LLC History Added to 10,806 634 0.03% 0.03% 651 +1,584 17.18% Q4 2025 Jan 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 10,724 629 0.01% 0.02% 652 -8,607 -44.52% Q4 2025 Jan 22, 2026
Composition Wealth, LLC History Added to 10,716 629 0.01% 0.01% 653 +3,430 47.08% Q4 2025 Feb 02, 2026
Magnolia Private Wealth, LLC History Reduced 10,575 621 0.43% 0.52% 654 -1,553 -12.81% Q4 2025 Feb 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 10,513 617 0.22% — 655 +10,513 New Q4 2025 Jan 20, 2026
Mesirow Financial Investment Management, Inc. History Added to 10,507 617 0.01% 0.01% 656 +279 2.73% Q4 2025 Feb 05, 2026
Financial Partners Group, Inc History No change 10,383 611 0.07% 0.08% 657 0 0.0% Q4 2025 Feb 03, 2026
Veracity Capital LLC History Added to 10,401 610 0.18% 0.19% 658 +5 0.05% Q4 2025 Jan 29, 2026
Horizon Investments, LLC History Added to 10,337 607 0.01% 0.01% 659 +2,038 24.56% Q4 2025 Feb 02, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 10,287 604 0.01% 0.0% 660 +4,072 65.52% Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History Added to 10,230 600 0.02% 0.02% 661 +2,146 26.55% Q4 2025 Feb 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 10,205 599 0.13% 0.44% 662 -21,525 -67.84% Q4 2025 Jan 12, 2026
Modera Wealth Management, LLC History Added to 10,186 598 0.01% 0.01% 663 +276 2.79% Q4 2025 Jan 21, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 10,170 597 0.56% — 666 +10,170 New Q4 2025 Feb 02, 2026
DB Fitzpatrick & Co, Inc History Reduced 10,169 597 0.53% 0.91% 665 -6,886 -40.38% Q4 2025 Jan 15, 2026
Capital Wealth Alliance, LLC History Added to 10,163 597 0.26% 0.27% 664 +993 10.83% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 10,116 594 0.0% 0.0% 667 -251 -2.42% Q4 2025 Feb 09, 2026
Centennial Advisors, LLC History New 10,068 591 0.77% — 668 +10,068 New Q4 2025 Jan 22, 2026
17 CAPITAL PARTNERS, LLC History New 10,040 589 0.3% — 669 +10,040 New Q4 2025 Feb 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 10,024 588 0.04% 0.04% 670 -18 -0.18% Q4 2025 Feb 04, 2026
Headlands Technologies LLC History Added to 9,991 586 0.05% 0.03% 671 +4,494 81.75% Q4 2025 Feb 13, 2026
FSM Wealth Advisors, LLC History Added to 9,986 586 0.08% 0.08% 672 +366 3.8% Q4 2025 Jan 23, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 9,950 584 0.24% — 673 +9,950 New Q4 2025 Feb 13, 2026
Everhart Financial Group, Inc. History Reduced 9,900 581 0.05% 0.12% 674 -11,235 -53.16% Q4 2025 Jan 07, 2026
ALLIANCEBERNSTEIN L.P. History Added to 9,780 574 0.0% 0.0% 675 +355 3.77% Q4 2025 Feb 17, 2026
Wells Financial Advisors INC History Reduced 9,740 572 1.09% 1.47% 676 -8,942 -47.86% Q4 2025 Feb 02, 2026
Monument Group Wealth Advisors, LLC History No change 9,643 566 0.31% 0.33% 677 0 0.0% Q4 2025 Jan 15, 2026
Mittelman Wealth Management History Added to 9,613 564 0.37% 0.33% 678 +1,005 11.68% Q4 2025 Feb 17, 2026
Stonekeep Investments, LLC History Reduced 9,606 564 0.36% 0.38% 679 -708 -6.86% Q4 2025 Jan 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 9,592 563 0.0% — 680 +9,592 New Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Added to 9,571 562 0.06% 0.02% 681 +7,198 303.33% Q4 2025 Jan 21, 2026
Navigation Wealth Management, Inc. History Added to 9,549 560 0.83% 0.77% 682 +612 6.85% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 9,493 557 0.04% 0.05% 683 -451 -4.54% Q4 2025 Feb 03, 2026
Maridea Wealth Management LLC History Added to 9,473 556 0.08% 0.05% 684 +3,724 64.78% Q4 2025 Jan 08, 2026
Alaethes Wealth, LLC History New 9,440 554 0.16% — 686 +9,440 New Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Reduced 9,438 554 0.08% 0.08% 685 -11 -0.12% Q4 2025 Feb 10, 2026
R. W. Roge & Company, Inc. History Reduced 9,369 550 0.27% 0.29% 687 -150 -1.58% Q4 2025 Jan 23, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 9,319 547 0.29% — 689 +9,319 New Q4 2025 Feb 23, 2026
Redhawk Wealth Advisors, Inc. History Reduced 9,317 547 0.06% 0.07% 688 -704 -7.03% Q4 2025 Jan 14, 2026
CHAPIN DAVIS, INC. History Added to 9,285 545 0.13% 0.05% 690 +5,596 151.69% Q4 2025 Jan 30, 2026
Klingman & Associates, LLC History No change 9,273 544 0.03% 0.03% 691 0 0.0% Q4 2025 Jan 29, 2026
Delta Investment Management, LLC History Reduced 9,258 543 0.09% 0.12% 692 -2,428 -20.78% Q4 2025 Jan 30, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 9,226 541 0.31% 0.24% 693 +2,370 34.57% Q4 2025 Jan 16, 2026
Neuberger Berman Group LLC History New 9,206 540 0.0% — 694 +9,206 New Q4 2025 Feb 13, 2026
TFO Wealth Partners, LLC History New 8,996 528 0.08% — 695 +8,996 New Q4 2025 Feb 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 8,983 527 0.04% 0.03% 696 +1,141 14.55% Q4 2025 Jan 15, 2026
D.B. Root & Company, LLC History Added to 8,949 525 0.13% 0.11% 697 +1,305 17.07% Q4 2025 Feb 03, 2026
FLP Wealth Management, LLC History Reduced 6,930 520 1.23% 1.31% 698 -973 -12.31% Q4 2025 Jan 20, 2026
EJMK Ventures LLC History New 8,832 518 0.32% — 699 +8,832 New Q4 2025 Mar 03, 2026
Ignite Planners, LLC History Added to 8,790 517 0.08% 0.08% 700 +712 8.81% Q4 2025 Feb 06, 2026
GenTrust, LLC History Reduced 8,776 515 0.02% 0.03% 701 -1,601 -15.43% Q4 2025 Feb 02, 2026
Sowell Financial Services LLC History Added to 8,760 514 0.02% 0.02% 702 +393 4.7% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Reduced 8,664 508 0.01% 0.02% 703 -2,621 -23.23% Q4 2025 Feb 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,640 507 0.01% 0.01% 704 0 0.0% Q4 2025 Jan 27, 2026
Novak & Powell Financial Services, Inc. History No change 8,600 505 0.26% 0.27% 705 0 0.0% Q4 2025 Feb 10, 2026
RETIREMENT CAPITAL STRATEGIES History No change 8,583 504 0.19% 0.19% 706 0 0.0% Q4 2025 Feb 13, 2026
CJM Wealth Advisers, Ltd. History Reduced 8,551 502 0.15% 0.21% 707 -3,129 -26.79% Q4 2025 Jan 23, 2026
PETRA FINANCIAL ADVISORS INC History Added to 8,517 500 0.29% 0.29% 709 +87 1.03% Q4 2025 Jan 21, 2026
High Net Worth Advisory Group LLC History No change 8,529 500 0.12% 0.12% 708 0 0.0% Q4 2025 Jan 23, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 8,500 499 0.07% 0.07% 710 0 0.0% Q4 2025 Feb 10, 2026
Chris Bulman Inc History No change 8,473 497 0.22% 0.25% 711 0 0.0% Q4 2025 Jan 14, 2026
EASTERN BANK History Reduced 8,459 496 0.01% 0.01% 712 -1 -0.01% Q4 2025 Jan 14, 2026
HSBC HOLDINGS PLC History New 8,426 494 0.0% — 713 +8,426 New Q4 2025 Mar 20, 2026
Meridian Wealth Partners, LLC History Added to 8,344 490 0.07% 0.07% 714 +162 1.98% Q4 2025 Feb 13, 2026
Prairiewood Capital, LLC History Reduced 8,284 486 0.15% 0.22% 715 -3,034 -26.81% Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Reduced 8,215 482 0.06% 0.1% 716 -3,849 -31.9% Q4 2025 Jan 08, 2026
Tolleson Wealth Management, Inc. History Reduced 8,082 474 0.07% 0.08% 717 -750 -8.49% Q4 2025 Feb 17, 2026
ProVise Management Group, LLC History No change 8,038 472 0.03% 0.03% 718 0 0.0% Q4 2025 Jan 29, 2026
Physician Wealth Solutions Inc. History No change 8,038 472 0.2% 0.21% 719 0 0.0% Q4 2025 Jan 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 7,951 466 0.01% 0.01% 720 +952 13.6% Q4 2025 Feb 12, 2026
TMB Capital Partners, LLC History New 7,890 463 0.16% — 722 +7,890 New Q4 2025 Feb 19, 2026
Aries Wealth Management History Added to 7,890 463 0.1% 0.1% 721 +848 12.04% Q4 2025 Jan 30, 2026
Hennion & Walsh Asset Management, Inc. History Added to 7,868 462 0.02% 0.01% 723 +2,317 41.74% Q4 2025 Jan 14, 2026
Slagle Financial, LLC History Reduced 7,845 460 0.16% 0.17% 724 -255 -3.15% Q4 2025 Jan 26, 2026
MILLENNIUM MANAGEMENT LLC History New 7,805 458 0.0% — 726 +7,805 New Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 7,806 458 0.02% 0.02% 725 0 0.0% Q4 2025 Feb 02, 2026
Cedar Wealth Management, LLC History Added to 7,721 453 0.14% 0.14% 727 +45 0.59% Q4 2025 Feb 06, 2026
McMillan Office, Inc. History New 7,700 452 0.05% — 728 +7,700 New Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 7,682 451 0.02% 0.02% 730 +3,711 93.45% Q4 2025 Feb 04, 2026
D.A. DAVIDSON & CO. History Reduced 7,696 451 0.0% 0.0% 729 -63 -0.81% Q4 2025 Jan 29, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 7,662 449 0.07% — 731 +7,662 New Q4 2025 Feb 18, 2026
Financial Engines Advisors L.L.C. History Added to 7,610 446 0.0% 0.0% 732 +93 1.24% Q4 2025 Feb 12, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 7,525 441 0.13% 0.13% 734 +96 1.29% Q4 2025 Feb 04, 2026
Essential Planning, LLC. History No change 7,525 441 0.14% 0.15% 733 0 0.0% Q4 2025 Jan 15, 2026
Alteri Wealth LLC History Added to 7,495 440 0.14% 0.14% 735 +334 4.66% Q4 2025 Feb 11, 2026
Brindle & Bay Financial Advisors, LLC History New 7,487 439 0.29% — 736 +7,487 New Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Reduced 7,377 433 0.01% 0.01% 738 -1,116 -13.14% Q4 2025 Feb 11, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 7,382 433 0.1% 0.11% 737 -137 -1.82% Q4 2025 Jan 08, 2026
COURIER CAPITAL LLC History Reduced 7,280 427 0.02% 0.03% 739 -575 -7.32% Q4 2025 Jan 29, 2026
Western Reserve Capital Management, LLC History New 7,246 425 0.4% — 741 +7,246 New Q4 2025 Feb 10, 2026
Carter Financial Group, INC. History Reduced 7,250 425 0.25% 0.27% 740 -294 -3.9% Q4 2025 Feb 13, 2026
BURRUS FINANCIAL SERVICES, INC. History New 5,720 423 0.24% — 742 +5,720 New Q4 2025 Jan 30, 2026
McAdam, LLC History Reduced 7,201 422 0.02% 0.02% 743 -328 -4.36% Q4 2025 Feb 13, 2026
FSA Advisors, Inc. History New 7,120 418 0.29% — 744 +7,120 New Q4 2025 Feb 02, 2026
Florida Trust Wealth Management Co History No change 7,108 417 0.01% 0.01% 745 0 0.0% Q4 2025 Jan 20, 2026
Traynor Capital Management, Inc. History New 7,072 415 0.02% — 747 +7,072 New Q4 2025 Jan 12, 2026
VICUS CAPITAL History Added to 7,069 415 0.03% 0.03% 746 +90 1.29% Q4 2025 Jan 22, 2026
Avion Wealth History No change 7,076 415 0.09% 0.09% 748 0 0.0% Q4 2025 Jan 23, 2026
Diversify Advisory Services, LLC History Added to 7,056 414 0.01% 0.01% 749 +364 5.44% Q4 2025 Jan 23, 2026
Vantus Wealth LLC History New 7,023 412 0.3% — 750 +7,023 New Q4 2025 Feb 10, 2026
WMS Group LLC History New 7,000 411 0.52% — 751 +7,000 New Q4 2025 Mar 03, 2026
CIBC Private Wealth Group LLC History Added to 6,953 408 0.0% 0.0% 752 +599 9.43% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 6,909 405 0.03% 0.01% 753 +4,626 202.63% Q4 2025 Jan 30, 2026
Kendall Capital Management History Added to 6,850 402 0.08% 0.09% 754 +290 4.42% Q4 2025 Jan 16, 2026
BridgePort Financial Solutions, LLC History No change 6,857 402 0.11% 0.11% 755 0 0.0% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Reduced 6,834 401 0.01% 0.01% 756 -1,525 -18.24% Q4 2025 Jan 14, 2026
LifePlan Investment Advisors, Inc. History Reduced 6,795 399 0.16% 0.25% 759 -3,394 -33.31% Q4 2025 Feb 09, 2026
CX Institutional History Added to 6,802 399 0.01% 0.01% 757 +876 14.78% Q4 2025 Feb 02, 2026
Coston, McIsaac & Partners History Added to 6,803 399 0.09% 0.1% 758 +18 0.27% Q4 2025 Feb 03, 2026
Enclave Advisors LLC History Added to 6,790 398 0.06% 0.05% 760 +725 11.95% Q4 2025 Jan 14, 2026
Clearwave Capital, LLC History New 6,772 397 0.29% — 761 +6,772 New Q4 2025 Mar 02, 2026
Snider Financial Group History No change 6,744 396 0.11% 0.11% 762 0 0.0% Q4 2025 Jan 21, 2026
CHOREO, LLC History Reduced 6,697 393 0.01% 0.01% 763 -483 -6.73% Q4 2025 Jan 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 6,660 391 0.0% 0.0% 764 +362 5.75% Q4 2025 Jan 30, 2026
McClarren Financial Advisors, Inc. History Reduced 117 390 0.23% 0.31% 765 -8,367 -98.62% Q4 2025 Jan 13, 2026
Grandview Asset Management LLC History Reduced 6,612 388 0.11% 0.13% 766 -1,341 -16.86% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History New 6,595 387 0.01% — 767 +6,595 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 6,595 387 0.02% 0.02% 768 +1,449 28.16% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History No change 6,551 384 0.01% 0.01% 769 0 0.0% Q4 2025 Jan 14, 2026
Wingate Wealth Advisors, Inc. History New 6,512 382 0.21% — 770 +6,512 New Q4 2025 Jan 28, 2026
Tuttle Capital Management, LLC History New 6,500 381 0.84% — 771 +6,500 New Q4 2025 Jan 08, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 6,477 380 0.23% 0.14% 772 +3,032 88.01% Q4 2025 Feb 17, 2026
CVA Family Office, LLC History Reduced 6,475 380 0.04% 0.05% 773 -12 -0.18% Q4 2025 Jan 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 6,432 377 0.02% 0.02% 774 -2,000 -23.72% Q4 2025 Feb 09, 2026
Charis Legacy Partners, LLC History Reduced 6,356 373 0.55% 0.63% 775 -802 -11.2% Q4 2025 Jan 08, 2026
Seven Springs Wealth Group, LLC History Reduced 6,334 372 0.11% 0.26% 777 -12,003 -65.46% Q4 2025 Feb 10, 2026
Venturi Wealth Management, LLC History Reduced 6,342 372 0.02% 0.02% 776 -673 -9.59% Q4 2025 Jan 22, 2026
Essex Financial Services, Inc. History Reduced 6,254 367 0.02% 0.03% 778 -1,285 -17.04% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Reduced 6,069 356 0.02% 0.02% 779 -10 -0.16% Q4 2025 Mar 04, 2026
BLUELINE ADVISORS LLC History New 6,042 354 0.29% — 780 +6,042 New Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History Added to 6,018 353 0.05% 0.06% 781 +335 5.89% Q4 2025 Jan 21, 2026
Brown Financial Advisory History No change 6,015 353 0.18% 0.18% 782 0 0.0% Q4 2025 Jan 29, 2026
SFMG, LLC History No change 5,987 351 0.02% 0.02% 783 0 0.0% Q4 2025 Feb 10, 2026
Hurlow Wealth Management Group, Inc. History No change 5,977 351 0.09% 0.09% 784 0 0.0% Q4 2025 Feb 17, 2026
Pinnacle Financial Group, LLC / IL History New 5,962 350 0.1% — 785 +5,962 New Q4 2025 Feb 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 5,936 348 0.01% — 786 +5,936 New Q4 2025 Feb 13, 2026
Sage Financial Management Group, Inc. History No change 5,879 345 0.11% 0.11% 787 0 0.0% Q4 2025 Feb 05, 2026
IFG Advisory, LLC History Added to 5,873 344 0.01% 0.01% 788 +1,506 34.49% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Reduced 5,808 341 0.0% 0.0% 789 -8,168 -58.44% Q4 2025 Feb 17, 2026
Capstone Wealth Management Group LLC History Added to 5,822 341 0.21% 0.22% 790 +52 0.9% Q4 2025 Jan 09, 2026
NorthLanding Financial Partners, LLC History Reduced 5,761 338 0.27% 0.28% 791 -25 -0.43% Q4 2025 Jan 26, 2026
M1 Capital Management LLC History Added to 5,712 335 0.14% 0.12% 792 +893 18.53% Q4 2025 Feb 13, 2026
Synergy Investment Management, LLC History Reduced 5,701 334 0.12% 0.16% 793 -1,252 -18.01% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History Reduced 5,617 329 0.04% 0.05% 794 -2,319 -29.22% Q4 2025 Jan 23, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 5,608 329 0.08% 0.1% 795 -1,112 -16.55% Q4 2025 Feb 09, 2026
Capital Asset Advisory Services LLC History Reduced 5,588 328 0.01% 0.02% 796 -597 -9.65% Q4 2025 Jan 09, 2026
Lloyd Advisory Services, LLC. History Reduced 5,589 328 0.13% 0.16% 797 -215 -3.7% Q4 2025 Feb 06, 2026
IVC Wealth Advisors LLC History Added to 5,572 327 0.14% 0.14% 798 +365 7.01% Q4 2025 Jan 16, 2026
WJ Financial Advisors LLC History Reduced 5,541 325 0.29% 0.34% 799 -416 -6.98% Q4 2025 Feb 02, 2026
Invariant Investment Management History New 5,478 321 0.21% — 800 +5,478 New Q4 2025 Jan 26, 2026