VANGUARD INDEX FUNDS - VOO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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 3,855 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
VANGUARD GROUP INC History Added to 39,068,508 24,501,032 0.36% 0.35% 1 +1,141,931 3.01% Q4 2025 Jan 29, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 31,586,839 19,809,054 11.33% 9.52% 2 +5,627,587 21.68% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 29,347,563 18,404,737 5.73% 5.58% 3 +1,019,492 3.6% Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Added to 27,086,989 16,987,063 1.24% 1.08% 4 +1,142,313 4.4% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 24,568,372 15,407,564 0.92% 0.94% 5 -881,557 -3.46% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 21,356,933 13,393,573 2.18% — 6 +21,356,933 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 14,723,638 9,233,635 1.13% 1.01% 7 +1,257,844 9.34% Q4 2025 Mar 25, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 14,438,145 9,054,600 5.52% 5.73% 8 +646,359 4.69% Q4 2025 Feb 17, 2026
Capula Management Ltd History Added to 11,903,616 7,465,114 37.4% 0.0% 9 +11,902,816 1487852.0% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 11,688,493 7,330,205 0.46% 1.0% 10 -15,558,853 -57.1% Q4 2025 Feb 11, 2026
Acorns Advisers, LLC History Added to 9,183,205 5,759,063 43.23% 43.33% 11 +187,543 2.08% Q4 2025 Feb 13, 2026
NATIXIS History New 8,250,224 5,173,962 18.37% — 12 +8,250,224 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 6,815,880 4,274,442 1.17% 1.13% 13 +471,779 7.44% Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 6,615,774 4,148,950 14.35% 6.15% 14 +4,116,545 164.71% Q4 2025 Jan 28, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 6,497,051 4,074,495 1.21% 1.55% 15 -2,296,313 -26.11% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 6,182,590 3,877,287 0.71% 0.68% 16 +309,861 5.28% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,993,237 3,131,232 0.71% 0.7% 17 +24,339 0.49% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 5,382,675 3,115,688 4.75% 5.03% 18 +465,946 9.48% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 4,684,615 2,938,244 4.28% 4.37% 19 +283,537 6.44% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 4,580,704 2,872,696 2.62% — 20 +4,580,704 New Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 4,035,701 2,530,909 0.41% 0.39% 21 -60,741 -1.48% Q4 2025 Jan 29, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 3,616,622 2,268,092 14.63% 13.7% 22 +682,924 23.28% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 3,559,269 2,232,124 0.39% 0.07% 23 +2,888,064 430.28% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 3,462,284 2,171,301 4.43% 4.41% 24 +103,317 3.08% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 3,156,386 1,979,464 0.87% 0.88% 25 -76,880 -2.38% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 1,976,012 1,976,012 1.15% — 26 +1,976,012 New Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,036,683 1,904,394 14.41% 13.71% 27 +219,801 7.8% Q4 2025 Feb 12, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 2,925,650 1,834,762 13.45% 13.59% 28 0 0.0% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Added to 3,187,706 1,829,127 2.49% 2.38% 29 +720,067 29.18% Q4 2025 Mar 09, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 2,898,187 1,817,540 28.0% 27.93% 30 +406,739 16.33% Q4 2025 Feb 17, 2026
Kedalion Capital Management LLP History New 2,847,850 1,785,972 43.85% — 31 +2,847,850 New Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,682,140 1,682,050 1.06% 1.0% 32 +222,705 9.06% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 2,662,135 1,666,428 1.9% 2.48% 33 +158,123 6.31% Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 2,653,203 1,663,903 61.32% — 34 +2,653,203 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 2,577,224 1,616,254 1.77% 1.85% 35 -79,478 -2.99% Q4 2025 Feb 06, 2026
Trans-Canada Capital Inc. History Added to 2,456,382 1,540,452 88.64% 75.85% 36 +424,669 20.9% Q4 2025 Feb 09, 2026
MACQUARIE GROUP LTD History Added to 2,371,010 1,486,931 6.5% 0.21% 37 +2,072,056 693.1% Q4 2025 Feb 13, 2026
FJ Investments, LLC History Reduced 2,110,580 1,323,607 83.65% 85.67% 38 -55,165 -2.55% Q4 2025 Feb 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 2,096,375 1,314,699 19.87% 19.52% 39 +77,010 3.81% Q4 2025 Jan 22, 2026
TRUIST FINANCIAL CORP History Added to 2,049,157 1,285,087 1.71% 1.67% 40 +31,696 1.57% Q4 2025 Feb 02, 2026
E-L Financial Corp Ltd History Reduced 1,479,844 1,273,390 100.0% 100.0% 41 -17 -0.0% Q4 2025 Feb 04, 2026
Alberta Investment Management Corp History Added to 1,951,472 1,223,826 7.24% 6.98% 42 +357,210 22.41% Q4 2025 Feb 19, 2026
Cetera Investment Advisers History Added to 1,938,813 1,215,887 1.33% 1.32% 43 +90,525 4.9% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,903,945 1,194,021 3.16% 3.29% 44 -51,332 -2.63% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,859,900 1,166,399 4.1% 4.12% 45 +34,945 1.91% Q4 2025 Feb 06, 2026
Investure, LLC History Added to 1,804,877 1,131,892 63.28% 59.49% 46 +234,448 14.93% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 1,772,161 1,111,375 5.27% — 47 +1,772,161 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 1,634,496 1,024,732 3.95% — 48 +1,634,496 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,595,889 1,000,829 6.03% 6.81% 49 +45,787 2.95% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 1,579,657 990,650 2.75% 3.22% 50 -98,394 -5.86% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Reduced 1,561,259 979,148 0.88% 0.88% 51 -6,132 -0.39% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 1,551,244 972,831 0.33% 0.34% 52 +8,066 0.52% Q4 2025 Feb 09, 2026
Creative Planning History Added to 1,513,193 948,968 0.68% 0.65% 53 +118,341 8.48% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 1,506,067 944,499 0.02% 0.01% 54 +971,211 181.58% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,488,405 933,422 0.32% 0.36% 55 -36,584 -2.4% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,429,571 896,526 0.74% — 56 +1,429,571 New Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,413,896 886,696 0.28% 0.24% 57 +153,399 12.17% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Reduced 1,406,636 882,143 55.86% 58.05% 58 -102,264 -6.78% Q4 2025 Feb 05, 2026
Nicholas Hoffman & Company, LLC. History Added to 1,386,621 869,591 20.16% 20.52% 59 +3,072 0.22% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 1,375,839 862,831 1.55% 1.44% 60 +175,934 14.66% Q4 2025 Mar 16, 2026
Freestone Grove Partners LP History Added to 1,370,820 859,682 6.22% 6.18% 61 +18,547 1.37% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,347,386 844,986 1.13% 1.08% 62 -9,908 -0.73% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 1,339,289 839,908 23.6% 23.62% 63 -15,594 -1.15% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 1,302,862 817,857 1.2% 1.23% 64 -146,813 -10.13% Q4 2025 Feb 17, 2026
BANK OF KOREA History New 1,285,416 806,122 35.3% — 65 +1,285,416 New Q4 2025 Feb 11, 2026
COUNTRY TRUST BANK History Added to 1,209,937 758,787 13.74% 4.61% 66 +865,742 251.53% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,208,818 758,086 1.44% 1.49% 67 +19,569 1.65% Q4 2025 Feb 17, 2026
Varma Mutual Pension Insurance Co History New 1,207,700 757,384 4.58% — 68 +1,207,700 New Q4 2025 Feb 02, 2026
Angeles Investment Advisors, LLC History Reduced 1,180,537 740,350 49.4% 48.77% 69 -32,327 -2.67% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 1,177,636 738,531 9.31% 9.51% 70 -6,054 -0.51% Q4 2025 Feb 09, 2026
Wealthspire Advisors, LLC History Reduced 1,156,962 725,565 5.77% 7.4% 71 -1,152,658 -49.91% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,142,435 716,455 0.08% 0.06% 72 +270,532 31.03% Q4 2025 Feb 17, 2026
Systematic Alpha Investments, LLC History No change 1,132,544 710,252 22.16% 22.81% 73 0 0.0% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 1,089,792 683,441 0.1% 0.16% 74 -639,352 -36.98% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 1,048,213 662,177 0.5% — 75 +1,048,213 New Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 1,055,011 661,629 0.94% 0.99% 76 -52,713 -4.76% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 1,043,795 654,595 1.28% 0.7% 77 +429,774 69.99% Q4 2025 Feb 17, 2026
NEPC LLC History Added to 1,017,491 638,099 13.6% 13.19% 78 +198,891 24.3% Q4 2025 Feb 17, 2026
Pandi, LLC History Reduced 986,384 618,590 98.23% 86.15% 79 -74,000 -6.98% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 972,830 610,090 10.55% 9.99% 80 -204,897 -17.4% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 941,501 590,443 1.0% 0.86% 81 +118,811 14.44% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 931,299 584,045 0.71% 0.13% 82 +758,615 439.31% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Reduced 926,277 580,896 1.4% 1.65% 83 -6,419 -0.69% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 920,788 577,453 6.74% 8.17% 84 -1,078 -0.12% Q4 2025 Feb 05, 2026
Constellation Investments, Inc. History Added to 895,000 561,281 17.32% 15.14% 85 +366,000 69.19% Q4 2025 Jan 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 881,778 561,007 0.76% 0.82% 86 +4,165 0.47% Q4 2025 Jan 08, 2026
Diversified Trust Co History Added to 887,525 556,594 10.25% 10.12% 87 +59,812 7.23% Q4 2025 Jan 09, 2026
P/E Global LLC History Added to 885,220 555,148 40.01% 15.13% 88 +761,654 616.39% Q4 2025 Jan 22, 2026
Baird Financial Group, Inc. History Added to 877,730 550,450 0.86% 0.81% 89 +54,629 6.64% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 858,740 538,638 0.64% 0.66% 90 +24,232 2.9% Q4 2025 Feb 13, 2026
Call To Action Foundation History Reduced 852,551 534,660 100.0% 100.0% 91 -62,253 -6.81% Q4 2025 Feb 05, 2026
Rakuten Investment Management, Inc. History No change 867,009 528,988 1.78% 1.88% 92 0 0.0% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 812,030 509,248 1.14% 1.14% 93 +21,948 2.78% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Added to 801,052 502,363 1.22% 1.24% 94 +44,217 5.84% Q4 2025 Feb 13, 2026
GenTrust, LLC History Added to 776,100 486,715 20.99% 20.99% 95 +24,363 3.24% Q4 2025 Feb 02, 2026
ALERUS FINANCIAL NA History Added to 753,577 472,590 23.12% 23.32% 96 +5,185 0.69% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 747,672 468,887 6.29% 6.27% 97 +2,291 0.31% Q4 2025 Jan 30, 2026
DUMAC, INC. History New 743,880 466,509 71.66% — 98 +743,880 New Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 741,398 464,953 0.7% — 99 +741,398 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 740,611 464,459 1.11% 1.14% 100 -24,566 -3.21% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 724,471 454,337 0.7% 0.7% 101 -27,519 -3.66% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 701,604 439,996 0.33% 0.31% 102 +7,487 1.08% Q4 2025 Feb 13, 2026
Kensington Asset Management, LLC History Added to 690,058 435,923 22.53% 22.31% 103 +82,291 13.54% Q4 2025 Feb 13, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 681,295 427,260 24.65% 29.87% 104 +89,029 15.03% Q4 2025 Feb 09, 2026
Cerity Partners OCIO LLC History Reduced 652,230 409,032 22.63% 30.47% 105 -323,558 -33.16% Q4 2025 Feb 11, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 647,689 406,185 11.84% 15.74% 106 -178,954 -21.65% Q4 2025 Jan 20, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 637,700 399,920 13.77% 13.94% 107 +4,603 0.73% Q4 2025 Feb 12, 2026
SWF LLC History No change 631,823 396,235 40.07% 39.66% 108 0 0.0% Q4 2025 Jan 26, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 625,197 392,079 0.07% 0.07% 109 -58,874 -8.61% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 623,296 390,887 0.06% 0.07% 110 -172,448 -21.67% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 620,828 389,340 0.78% 0.82% 111 +130,142 26.52% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 619,976 388,806 11.34% 11.5% 112 +45,002 7.83% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Added to 601,451 377,187 1.37% 1.52% 113 +55,414 10.15% Q4 2025 Feb 18, 2026
BOKF, NA History Reduced 592,711 371,706 5.69% 5.47% 114 -577 -0.1% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 585,411 367,128 2.57% 2.68% 115 +67,953 13.13% Q4 2025 Feb 18, 2026
FMR LLC History Added to 582,482 365,292 0.02% 0.02% 116 +51,064 9.61% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 579,503 363,423 4.48% 4.48% 117 +13,394 2.37% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 571,170 358,197 0.19% 0.17% 118 +130,384 29.58% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 569,337 357,048 1.28% 1.2% 119 +11,149 2.0% Q4 2025 Jan 30, 2026
Acropolis Investment Management, LLC History Reduced 568,515 356,532 16.04% 16.42% 120 -562 -0.1% Q4 2025 Jan 14, 2026
FIFTH THIRD BANCORP History Reduced 564,729 354,158 1.12% 1.14% 121 -17,177 -2.95% Q4 2025 Feb 02, 2026
NorthRock Partners, LLC History Added to 554,355 347,653 5.87% 5.18% 122 +86,050 18.37% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 551,209 345,684 26.89% — 123 +551,209 New Q4 2025 Mar 04, 2026
GLOBE LIFE INC. History Reduced 549,183 344,409 86.57% 86.33% 124 -15,000 -2.66% Q4 2025 Feb 06, 2026
Center for Financial Planning, Inc. History Added to 541,356 339,500 35.32% 35.21% 125 +3,475 0.65% Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Added to 538,372 337,629 5.61% 5.54% 126 +9,671 1.83% Q4 2025 Jan 28, 2026
Retirement Planning Group, LLC History Added to 518,743 325,319 10.69% 10.64% 127 +18,500 3.7% Q4 2025 Feb 03, 2026
Cresset Asset Management, LLC History Added to 514,647 322,750 1.36% 1.26% 128 +42,077 8.9% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 509,110 319,873 0.52% 0.45% 129 +55,827 12.32% Q4 2025 Jan 15, 2026
JBF Capital, Inc. History No change 509,121 319,285 46.09% 44.19% 130 0 0.0% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 515,116 318,812 0.95% 0.98% 131 +6,291 1.24% Q4 2025 Feb 10, 2026
BOK Financial Private Wealth, Inc. History Reduced 500,682 313,992 19.22% 19.41% 132 -1,613 -0.32% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 491,976 308,541 0.36% 0.36% 133 -9,736 -1.94% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Added to 489,170 306,773 1.68% 1.64% 134 +20,584 4.39% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 488,941 306,629 0.92% 0.86% 135 +28,660 6.23% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Reduced 485,490 304,465 10.62% 10.74% 136 -12,534 -2.52% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,509,542 302,344 5.49% 6.03% 137 -21,156 -1.38% Q4 2025 Jan 07, 2026
Fiera Capital Corp History Reduced 481,937 302,237 0.96% 0.97% 138 -9,484 -1.93% Q4 2025 Feb 11, 2026
M&T BANK CORP History Reduced 478,502 300,083 0.96% 0.99% 139 -1,950 -0.41% Q4 2025 Jan 30, 2026
JANUS HENDERSON GROUP PLC History Reduced 476,793 299,011 0.13% 0.14% 140 -11,901 -2.44% Q4 2025 Feb 17, 2026
Liquid Strategies, LLC History Reduced 471,333 295,587 64.34% 67.27% 141 -62,044 -11.63% Q4 2025 Jan 27, 2026
Keel Point, LLC History Added to 469,568 294,480 17.74% 16.98% 142 +18,636 4.13% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History Added to 462,701 290,173 3.07% 3.1% 143 +119 0.03% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 462,287 289,914 5.88% 6.02% 144 +28,881 6.66% Q4 2025 Feb 09, 2026
MCF Advisors LLC History Reduced 458,913 287,798 15.9% 17.76% 145 -13,392 -2.84% Q4 2025 Feb 11, 2026
SUN LIFE FINANCIAL INC History Reduced 457,725 287,053 15.07% 15.27% 146 -31,203 -6.38% Q4 2025 Feb 12, 2026
West Virginia University Foundation, Inc History Added to 452,174 283,571 53.71% 59.47% 147 +82,896 22.45% Q4 2025 Feb 24, 2026
Norinchukin Bank, The History Added to 450,080 282,258 3.29% 2.98% 148 +87,500 24.13% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 445,220 280,365 0.5% 0.31% 149 +191,389 75.4% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 445,834 279,595 1.15% 1.17% 150 +28,018 6.71% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 432,360 271,145 0.03% 0.03% 151 -1,939 -0.45% Q4 2025 Feb 17, 2026
Karpus Management, Inc. History Reduced 422,908 265,218 8.15% 8.6% 152 -20,604 -4.65% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 421,733 264,481 0.69% 0.77% 153 -53,594 -11.28% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 419,594 263,140 0.37% 0.29% 154 +59,249 16.44% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 414,081 259,682 6.77% 7.56% 155 +6,684 1.64% Q4 2025 Feb 02, 2026
AXIS CAPITAL HOLDINGS LTD History No change 413,884 259,559 91.09% 96.04% 156 0 0.0% Q4 2025 Jan 28, 2026
Smithfield Trust Co History Reduced 413,101 259,115 11.46% 11.43% 157 -4,646 -1.11% Q4 2025 Feb 09, 2026
Itau Unibanco Holding S.A. History Added to 410,577 257,485 6.17% 6.87% 158 +74,092 22.02% Q4 2025 Feb 13, 2026
USS Investment Management Ltd History Reduced 406,404 254,843 1.18% 3.04% 159 -685,763 -62.79% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 405,962 254,590 1.94% 2.09% 160 +4,314 1.07% Q4 2025 Jan 14, 2026
Employees Retirement System of Texas History New 403,400 252,984 2.06% — 161 +403,400 New Q4 2025 Feb 09, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 403,160 252,834 15.3% 14.76% 162 +18,166 4.72% Q4 2025 Feb 13, 2026
MAKENA CAPITAL MANAGEMENT LLC History Reduced 401,937 252,066 30.21% 32.23% 163 -107,821 -21.15% Q4 2025 Feb 03, 2026
Allianz Asset Management GmbH History Reduced 399,194 250,346 0.25% 0.29% 164 -25,885 -6.09% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 397,484 249,274 1.36% 1.19% 165 -7,754 -1.91% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 395,782 248,207 0.57% 0.57% 166 +766 0.19% Q4 2025 Feb 11, 2026
TSG Advice Partners, LLC History New 395,063 247,755 37.82% — 167 +395,063 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 383,021 240,203 2.57% 2.9% 168 +69,582 22.2% Q4 2025 Jan 23, 2026
WIT, LLC History Added to 382,779 240,052 4.81% 1.3% 169 +289,303 309.49% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 382,636 239,962 1.54% 4.36% 170 -1,480,199 -79.46% Q4 2025 Jan 27, 2026
LINCOLN NATIONAL CORP History Reduced 381,655 239,347 7.0% 6.69% 171 -1,533 -0.4% Q4 2025 Feb 09, 2026
Fusion Family Wealth, LLC History Added to 380,778 238,797 18.1% 17.14% 172 +7,096 1.9% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Added to 375,230 235,317 0.63% 0.54% 173 +45,211 13.7% Q4 2025 Feb 17, 2026
Sageworth Trust Co History Added to 372,915 233,866 10.02% 10.12% 174 +18,072 5.09% Q4 2025 Feb 03, 2026
Stratos Wealth Partners, LTD. History Reduced 372,650 233,700 2.64% 2.72% 175 -4,223 -1.12% Q4 2025 Jan 20, 2026
NEW YORK LIFE INSURANCE CO History No change 372,170 233,398 51.17% 56.14% 176 0 0.0% Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 369,998 232,036 5.97% 5.81% 177 -419 -0.11% Q4 2025 Feb 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 363,127 227,728 2.94% 2.97% 178 +3,401 0.95% Q4 2025 Feb 09, 2026
Gleason Group, Inc. History Reduced 360,592 226,137 22.17% 22.18% 179 -68 -0.02% Q4 2025 Jan 15, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 357,525 224,214 23.29% 23.28% 180 +12,185 3.53% Q4 2025 Feb 09, 2026
WELCH CAPITAL PARTNERS LLC/NY History Reduced 355,231 222,776 44.65% 44.87% 181 -524 -0.15% Q4 2025 Feb 12, 2026
Price Financial Group Wealth Management, Inc History New 356 222,725 7.05% — 182 +356 New Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 353,724 221,830 1.15% — 183 +353,724 New Q4 2025 Feb 18, 2026
Powers Capital, LLC History No change 350,822 220,011 99.07% 99.06% 184 0 0.0% Q4 2025 Feb 05, 2026
Trajan Wealth LLC History Reduced 346,296 217,172 9.05% 9.31% 185 -5,782 -1.64% Q4 2025 Feb 06, 2026
Pinnacle Financial Partners, Inc. History New 345,478 216,680 1.64% — 186 +345,478 New Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 338,280 212,147 1.22% 1.3% 187 +6,423 1.94% Q4 2025 Jan 26, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 336,080 210,765 2.76% 2.73% 188 +455 0.14% Q4 2025 Jan 22, 2026
MEANS INVESTMENT CO., INC. History Added to 335,586 210,455 17.73% 16.6% 189 +22,314 7.12% Q4 2025 Jan 26, 2026
First American Financial Corp History Added to 334,066 209,502 56.11% 54.14% 190 +64,345 23.86% Q4 2025 Feb 11, 2026
Retirement Systems of Alabama History Reduced 332,799 208,708 0.68% 0.71% 191 -16,365 -4.69% Q4 2025 Jan 15, 2026
GeoWealth Management, LLC History Added to 332,774 208,690 7.69% 7.24% 192 +8,866 2.74% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 332,599 208,582 1.11% 0.93% 193 +48,572 17.1% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Added to 326,075 204,491 6.61% 6.47% 194 +96,367 41.95% Q4 2025 Jan 20, 2026
ALBION FINANCIAL GROUP /UT History Reduced 325,357 204,041 12.7% 12.2% 195 -4,432 -1.34% Q4 2025 Jan 21, 2026
TRB Advisors LP History Reduced 325,000 203,817 47.74% 58.61% 196 -150,000 -31.58% Q4 2025 Feb 09, 2026
EQUITABLE TRUST CO History Added to 323,425 202,829 9.06% 8.84% 197 +9,238 2.94% Q4 2025 Feb 02, 2026
JABODON PT CO History New 322,647 202,342 26.77% — 198 +322,647 New Q4 2025 Feb 11, 2026
Human Investing LLC History Added to 317,084 198,853 28.08% 27.8% 199 +9,844 3.2% Q4 2025 Jan 27, 2026
AMG National Trust Bank History Added to 316,444 198,451 4.67% 4.27% 200 +29,545 10.3% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Reduced 315,339 197,758 2.23% 2.21% 201 -5,538 -1.73% Q4 2025 Jan 16, 2026
Betterment LLC History Added to 312,521 195,991 0.37% 0.37% 202 +8,909 2.93% Q4 2025 Feb 12, 2026
Zhang Financial LLC History Added to 310,861 194,950 7.27% 7.54% 203 +7,705 2.54% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 310,808 194,916 2.63% 2.77% 204 +73,480 30.96% Q4 2025 Feb 06, 2026
INTRUST BANK NA History Reduced 310,766 194,890 16.14% 16.16% 205 -6,451 -2.03% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 304,035 191,149 1.0% 0.67% 206 +135,226 80.11% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 302,489 189,699 1.3% 1.28% 207 +18,889 6.66% Q4 2025 Feb 17, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 300,700 188,577 6.3% 6.99% 208 -9,300 -3.0% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Reduced 294,380 184,614 0.87% 0.95% 209 -21,901 -6.92% Q4 2025 Feb 17, 2026
TAIYO LIFE INSURANCE CO History No change 290,100 181,930 15.57% 15.57% 210 0 0.0% Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Reduced 289,976 181,852 1.78% 1.86% 211 -5,704 -1.93% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 289,525 181,570 2.29% 2.22% 212 +10,580 3.79% Q4 2025 Feb 10, 2026
American Trust History Reduced 289,240 181,391 15.25% 16.07% 213 -21,369 -6.88% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 287,591 180,356 2.93% 2.69% 214 -12,005 -4.01% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 287,584 180,352 2.05% 2.59% 215 +40,789 16.53% Q4 2025 Jan 29, 2026
TLT Family Holdco ULC History Reduced 285,650 179,139 19.67% 17.64% 216 -29,850 -9.46% Q4 2025 Feb 13, 2026
Glassman Wealth Services History Added to 285,053 178,765 24.12% 24.32% 217 +2,390 0.85% Q4 2025 Jan 28, 2026
Wescott Financial Advisory Group, LLC History Reduced 284,296 178,290 15.56% 16.13% 218 -9,220 -3.14% Q4 2025 Feb 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 284,075 178,152 0.14% 0.1% 219 +86,588 43.84% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 282,059 176,887 1.42% 1.66% 220 -12,460 -4.23% Q4 2025 Jan 26, 2026
State of Tennessee, Department of Treasury History Reduced 277,910 176,811 0.57% 0.6% 221 -15,261 -5.21% Q4 2025 Feb 18, 2026
Hardy Reed LLC History Added to 281,146 176,315 12.57% 12.64% 222 +714 0.25% Q4 2025 Feb 06, 2026
GoalVest Advisory LLC History Added to 276,212 173,220 33.18% 33.98% 223 +14,524 5.55% Q4 2025 Jan 05, 2026
Fairfield University History Reduced 270,794 169,822 85.53% 84.14% 224 -6,480 -2.34% Q4 2025 Feb 12, 2026
Circle Wealth Management, LLC History Added to 270,210 169,456 2.61% 1.72% 225 +126,167 87.59% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 266,263 168,765 4.16% 4.29% 226 +6,653 2.56% Q4 2025 Jan 28, 2026
World Investment Advisors History Added to 267,475 167,741 2.72% 3.05% 227 +24,142 9.92% Q4 2025 Mar 12, 2026
GREENWOOD GEARHART INC History Reduced 265,400 166,440 9.16% 9.6% 228 -6,649 -2.44% Q4 2025 Feb 04, 2026
D.A. DAVIDSON & CO. History Added to 264,661 165,977 1.02% 1.01% 229 +7,513 2.92% Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History Reduced 261,155 163,777 0.63% 0.63% 230 -793 -0.3% Q4 2025 Feb 12, 2026
Opus Capital Group, LLC History Reduced 259,044 162,454 17.6% 18.18% 231 -5,165 -1.95% Q4 2025 Jan 30, 2026
Allen Investment Management, LLC History Added to 258,455 162,084 1.8% 1.75% 232 +733 0.28% Q4 2025 Feb 10, 2026
CHOREO, LLC History Added to 256,152 161,816 2.06% 1.78% 233 +33,232 14.91% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Added to 257,191 161,292 0.92% 0.84% 234 +31,238 13.82% Q4 2025 Feb 10, 2026
Venturi Wealth Management, LLC History Added to 256,931 161,128 7.15% 7.11% 235 +6,848 2.74% Q4 2025 Jan 22, 2026
Lutz Financial Services LLC History Added to 253,536 159,000 10.81% 10.95% 236 +6,616 2.68% Q4 2025 Feb 06, 2026
BIP Wealth, LLC History Added to 251,628 157,803 5.57% 4.68% 237 +96,904 62.63% Q4 2025 Jan 21, 2026
Global Wealth Strategies & Associates History Added to 248,751 155,999 38.89% 38.46% 238 +4,494 1.84% Q4 2025 Jan 02, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 247,379 155,138 9.82% 8.28% 239 +53,920 27.87% Q4 2025 Feb 04, 2026
Bogart Wealth, LLC History Reduced 246,361 154,500 6.2% 6.12% 240 -161 -0.07% Q4 2025 Jan 30, 2026
Banco Santander, S.A. History New 245,748 154,115 1.15% — 241 +245,748 New Q4 2025 Feb 13, 2026
Permanent Capital Management, LP History Added to 245,519 153,972 30.0% 27.94% 242 +2,176 0.89% Q4 2025 Jan 07, 2026
Stephens Greth Foundation History New 245,401 153,898 88.48% — 243 +245,401 New Q4 2025 Feb 09, 2026
Bouchey Financial Group Ltd History Added to 242,835 152,289 11.42% 0.41% 244 +234,063 2668.3% Q4 2025 Jan 16, 2026
Southern Farm Bureau Life Insurance History Added to 242,780 152,228 15.72% 14.39% 245 +43,665 21.93% Q4 2025 Jan 28, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 241,230 151,282 5.74% 0.97% 246 +181,625 304.71% Q4 2025 Feb 04, 2026
Hirtle Callaghan & Co LLC History Reduced 238,056 149,292 5.08% 5.34% 247 -9,833 -3.97% Q4 2025 Feb 04, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 236,572 148,354 0.77% 0.8% 248 0 0.0% Q4 2025 Feb 17, 2026
First Western Trust Bank History Reduced 236,042 148,029 7.28% 6.93% 249 -10,275 -4.17% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 236,007 148,007 2.79% 2.94% 250 -5,325 -2.21% Q4 2025 Feb 10, 2026
Wiser Wealth Management, Inc History Added to 233,095 146,180 32.5% 32.46% 251 +1,260 0.54% Q4 2025 Jan 12, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 228,320 143,186 11.59% 11.54% 252 -1,609 -0.7% Q4 2025 Feb 06, 2026
ALM First Financial Advisors, LLC History Reduced 261,088 143,159 28.35% 29.39% 253 -18,407 -6.59% Q4 2025 Jan 15, 2026
Strategic Investment Advisors / MI History Added to 227,965 143,048 12.37% 11.52% 254 +158,296 227.21% Q4 2025 Feb 17, 2026
Millburn Ridgefield LLC /DE/ History Reduced 227,957 142,958 3.41% 3.36% 255 -1,607 -0.7% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 227,957 142,958 2.94% 2.83% 256 -1,607 -0.7% Q4 2025 Feb 10, 2026
Litman Gregory Wealth Management LLC History Reduced 226,423 141,996 10.38% 11.27% 257 -21,250 -8.58% Q4 2025 Feb 12, 2026
Korea Investment CORP History Added to 224,898 141,040 0.28% 0.2% 258 +63,808 39.61% Q4 2025 Feb 13, 2026
Clarius Group, LLC History Reduced 222,141 139,311 7.95% 8.13% 259 -2,042 -0.91% Q4 2025 Jan 14, 2026
CWM, LLC History Reduced 220,765 138,449 0.38% 0.42% 260 -8,191 -3.58% Q4 2025 Jan 26, 2026
Steele Capital Management, Inc. History Added to 218,957 137,314 5.89% 5.9% 261 +2,353 1.09% Q4 2025 Jan 27, 2026
TECTONIC ADVISORS LLC History Added to 217,890 136,645 7.21% 6.84% 262 +13,431 6.57% Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Added to 217,086 136,141 1.54% 0.48% 263 +163,272 303.4% Q4 2025 Feb 03, 2026
Yarbrough Capital, LLC History No change 216,447 135,740 4.23% 4.12% 264 0 0.0% Q4 2025 Jan 14, 2026
Fund Evaluation Group, LLC History Reduced 210,473 131,993 4.37% 4.68% 265 -746 -0.35% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Added to 205,787 129,055 2.31% 1.31% 266 +100,785 95.98% Q4 2025 Jan 16, 2026
Prime Capital Investment Advisors, LLC History Reduced 205,731 129,020 1.57% 1.66% 267 -9,813 -4.55% Q4 2025 Jan 21, 2026
Orion Porfolio Solutions, LLC History Added to 205,106 128,627 0.94% 0.91% 268 +12,608 6.55% Q4 2025 Feb 12, 2026
William Marsh Rice University History Added to 204,415 128,194 63.01% 49.01% 269 +87,616 75.01% Q4 2025 Jan 15, 2026
Keewaydin Investments LLC History New 203,790 127,802 34.0% — 270 +203,790 New Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 203,595 127,680 0.07% 0.06% 271 +44,768 28.19% Q4 2025 Feb 06, 2026
BANK HAPOALIM BM History Added to 202,733 127,134 11.04% 15.26% 272 +61 0.03% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 201,947 126,647 2.68% 3.02% 273 -4,733 -2.29% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History Reduced 201,751 126,524 2.61% 2.47% 274 -284 -0.14% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 200,598 125,801 0.55% 0.58% 275 -14,091 -6.56% Q4 2025 Feb 17, 2026
MAYPORT, LLC History Reduced 199,759 125,274 25.23% 26.66% 276 -1,200 -0.6% Q4 2025 Jan 21, 2026
StoneX Group Inc. History Added to 199,328 125,013 5.42% 5.32% 277 +559 0.28% Q4 2025 Feb 12, 2026
Affiance Financial, LLC History Added to 197,900 124,109 19.96% 22.02% 278 +403 0.2% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History Added to 197,182 123,696 0.06% 0.06% 279 +18,231 10.19% Q4 2025 Mar 20, 2026
ARROW FINANCIAL CORP History Reduced 197,217 123,680 12.33% 13.3% 280 -15,128 -7.12% Q4 2025 Feb 05, 2026
Amtrust Financial Services, Inc. History No change 196,400 123,168 39.02% 40.0% 281 0 0.0% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 193,868 121,580 0.79% 0.79% 282 +3,576 1.88% Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Added to 193,364 121,264 0.98% 0.44% 283 +120,486 165.33% Q4 2025 Feb 17, 2026
Performa Ltd (US), LLC History Added to 190,013 119,162 30.24% 26.87% 284 +24,521 14.82% Q4 2025 Feb 10, 2026
Wedmont Private Capital History Added to 187,783 119,086 4.14% 3.91% 285 +16,827 9.84% Q4 2025 Jan 08, 2026
American Family Investments, Inc. History Added to 187,733 117,732 4.24% 5.48% 286 +17,020 9.97% Q4 2025 Feb 04, 2026
RMR Wealth Builders History Added to 187,658 117,686 9.42% 9.28% 287 +7,096 3.93% Q4 2025 Jan 29, 2026
Charles Schwab Trust Co History Reduced 187,611 117,656 7.73% 7.88% 288 -1,994 -1.05% Q4 2025 Jan 09, 2026
J. Safra Sarasin Holding AG History Added to 187,009 117,278 1.91% 1.85% 289 +472 0.25% Q4 2025 Jan 15, 2026
Atria Investments, Inc History Added to 186,940 117,235 1.33% 1.2% 290 +15,718 9.18% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Added to 186,853 117,180 2.03% 2.01% 291 +2,393 1.3% Q4 2025 Jan 22, 2026
Liberty Mutual Group Asset Management Inc. History New 184,247 115,546 10.99% — 292 +184,247 New Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 182,948 114,732 4.28% 4.82% 293 -15,015 -7.58% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 182,668 114,556 2.46% 0.15% 294 +174,911 2254.88% Q4 2025 Feb 12, 2026
Annandale Capital, LLC History New 200,000 114,000 13.52% — 295 +200,000 New Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 180,661 113,297 0.11% 0.11% 296 +11,818 7.0% Q4 2025 Feb 13, 2026
RFG HOLDINGS, INC. History Added to 180,604 113,262 28.39% 28.09% 297 +2,827 1.59% Q4 2025 Jan 23, 2026
Gotham Asset Management, LLC History Added to 180,596 113,257 0.41% 0.42% 298 +22,457 14.2% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Added to 180,170 112,988 3.25% 2.94% 299 +22,992 14.63% Q4 2025 Jan 20, 2026
Sepio Capital, LP History Added to 179,859 112,795 6.17% 6.13% 300 +10,756 6.36% Q4 2025 Feb 12, 2026
Efficient Advisors, LLC History Reduced 179,276 112,429 6.56% 6.33% 301 -4,080 -2.23% Q4 2025 Jan 21, 2026
Arkos Global Advisors History Reduced 178,483 111,932 14.3% 14.34% 302 -5,410 -2.94% Q4 2025 Feb 13, 2026
Crane Advisory, LLC History Reduced 174,081 111,296 16.83% 17.22% 303 -3,460 -1.95% Q4 2025 Jan 15, 2026
Compass Financial Group, INC/SD History Added to 176,110 110,444 15.77% 15.7% 304 +5,521 3.24% Q4 2025 Jan 27, 2026
QUEST INVESTMENT MANAGEMENT LLC History New 174,358 109,345 11.79% — 305 +174,358 New Q4 2025 Feb 17, 2026
Advisor OS, LLC History Added to 173,663 108,909 8.77% 8.74% 306 +8,327 5.04% Q4 2025 Feb 04, 2026
Redwood Investment Management, LLC History Reduced 171,940 107,829 12.12% 11.53% 307 -1,975 -1.14% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 171,537 107,575 2.01% 2.11% 308 +1,485 0.87% Q4 2025 Feb 06, 2026
WASHINGTON TRUST Co History Added to 169,390 106,229 3.47% 3.35% 309 +2,716 1.63% Q4 2025 Feb 10, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 168,431 105,628 8.58% 9.3% 310 -8,325 -4.71% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Added to 167,176 104,841 14.61% 14.53% 311 +1,814 1.1% Q4 2025 Jan 27, 2026
One Day In July LLC History Reduced 165,705 103,918 8.54% 9.16% 312 -11,177 -6.32% Q4 2025 Feb 04, 2026
Ironclad Investments LLC History No change 164,258 103,011 48.15% 47.75% 313 0 0.0% Q4 2025 Feb 18, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 162,851 102,128 19.37% 20.77% 314 +1,260 0.78% Q4 2025 Jan 14, 2026
CJM Wealth Advisers, Ltd. History Added to 162,695 102,030 30.52% 30.58% 315 +172 0.11% Q4 2025 Jan 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 162,688 102,026 5.63% 5.24% 316 +23,162 16.6% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 162,506 101,911 0.41% 0.41% 317 +5,817 3.71% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Added to 161,991 101,589 18.47% 1.52% 318 +6,692 4.31% Q4 2025 Mar 04, 2026
MGO ONE SEVEN LLC History Reduced 161,962 101,571 2.07% 2.66% 319 -25,949 -13.81% Q4 2025 Feb 03, 2026
Goldstone Financial Group, LLC History Added to 161,267 101,135 11.27% 11.21% 320 +6,565 4.24% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 159,051 99,745 0.4% 0.36% 321 +1,056 0.67% Q4 2025 Jan 29, 2026
Mill Creek Capital Advisors, LLC History Reduced 157,728 98,915 2.02% 2.15% 322 -12,807 -7.51% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 156,342 98,046 0.17% 0.16% 323 -4,032 -2.51% Q4 2025 Feb 12, 2026
SilverOak Wealth Management LLC History Reduced 156,251 97,989 15.36% 16.28% 324 -1,305 -0.83% Q4 2025 Jan 28, 2026
Obermeyer Wealth Partners History Added to 155,497 97,516 4.46% 4.34% 325 +4,079 2.69% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 155,474 97,502 1.43% 1.43% 326 +2,891 1.89% Q4 2025 Feb 13, 2026
Empire Life Investments Inc. History Added to 154,049 96,608 5.44% 5.31% 327 +6,017 4.06% Q4 2025 Feb 04, 2026
Midwest Trust Co History Added to 152,130 95,405 1.19% 0.89% 328 +40,942 36.82% Q4 2025 Feb 04, 2026
WestHill Financial Advisors, Inc. History Reduced 152,088 95,378 18.12% 18.28% 329 -265 -0.17% Q4 2025 Jan 21, 2026
BCS Wealth Management History Added to 151,815 95,207 9.62% 9.62% 330 +82,088 117.73% Q4 2025 Jan 26, 2026
MJP ASSOCIATES INC /ADV History Added to 150,351 94,289 11.79% 11.93% 331 +2,421 1.64% Q4 2025 Feb 06, 2026
Silphium Asset Management Ltd History Added to 150,000 94,069 39.88% 21.11% 332 +33,470 28.72% Q4 2025 Jan 27, 2026
SIMON QUICK ADVISORS, LLC History Added to 149,999 94,068 4.11% 4.04% 333 +4,298 2.95% Q4 2025 Jan 29, 2026
West Financial Advisors, LLC History Reduced 149,519 93,767 15.82% 16.3% 334 -11,501 -7.14% Q4 2025 Jan 13, 2026
Composition Wealth, LLC History Added to 149,365 93,671 1.34% 1.35% 335 +2,229 1.51% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Reduced 149,344 93,658 1.84% 1.93% 336 -2,045 -1.35% Q4 2025 Jan 14, 2026
Bell Bank History Reduced 149,089 93,498 4.0% 4.77% 337 -30,894 -17.16% Q4 2025 Jan 14, 2026
MANNING & NAPIER ADVISORS LLC History Added to 147,940 93,456 1.21% 1.1% 338 +6,847 4.85% Q4 2025 Feb 03, 2026
Beaird Harris Wealth Management, LLC History Added to 146,086 91,615 6.31% 5.82% 339 +12,038 8.98% Q4 2025 Feb 23, 2026
FRANKLIN RESOURCES INC History Added to 145,501 91,248 0.02% 0.01% 340 +70,034 92.8% Q4 2025 Feb 11, 2026
Trevian Wealth Management LLC History Added to 144,976 90,921 43.14% 46.49% 341 +3,533 2.5% Q4 2025 Feb 05, 2026
Stordahl Capital Management, Inc. History Reduced 144,889 90,864 18.7% 18.84% 342 -1,588 -1.08% Q4 2025 Jan 27, 2026
LM Advisors LLC History Reduced 56,899 90,728 1.63% 7.81% 343 -31,618 -35.72% Q4 2025 Feb 13, 2026
Cambridge Advisors Inc. History Reduced 144,374 90,541 17.24% 17.56% 344 -2,380 -1.62% Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 143,912 90,251 0.52% 0.51% 345 +9,581 7.13% Q4 2025 Feb 13, 2026
CFO4Life Group, LLC History Reduced 143,379 89,917 12.82% 12.95% 346 -2,068 -1.42% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 143,165 89,783 0.64% 0.57% 347 +14,368 11.16% Q4 2025 Feb 13, 2026
WEBSTER BANK, N. A. History Added to 142,704 89,493 8.39% 8.26% 348 +2,467 1.76% Q4 2025 Jan 23, 2026
Mesirow Financial Investment Management, Inc. History Reduced 142,674 89,474 1.84% 2.19% 349 -57,072 -28.57% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 142,104 89,117 0.53% 0.55% 350 -3,983 -2.73% Q4 2025 Feb 09, 2026
Turtle Creek Wealth Advisors, LLC History Added to 141,553 88,773 6.99% 6.45% 351 +23,613 20.02% Q4 2025 Jan 28, 2026
Syntegra Private Wealth Group, LLC History Added to 140,174 87,907 8.07% 7.71% 352 +6,622 4.96% Q4 2025 Feb 10, 2026
Pinion Investment Advisors, LLC History Added to 139,365 87,400 21.33% 23.16% 353 +3,174 2.33% Q4 2025 Jan 29, 2026
Kingsview Wealth Management, LLC History Added to 137,067 85,959 1.24% 1.14% 354 +14,843 12.14% Q4 2025 Feb 09, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 135,626 85,055 14.95% 15.98% 355 -324 -0.24% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Added to 133,805 83,912 0.96% 0.9% 356 +10,046 8.12% Q4 2025 Jan 15, 2026
Fortune 45 LLC History Added to 133,219 83,701 40.03% 39.8% 357 +4,746 3.69% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 132,968 83,387 2.66% 1.96% 358 +38,662 41.0% Q4 2025 Jan 12, 2026
Proficio Capital Partners LLC History Reduced 131,985 82,771 5.81% 9.54% 359 -94,856 -41.82% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 131,444 82,432 0.42% 0.38% 360 +309 0.24% Q4 2025 Feb 09, 2026
Brio Consultants, LLC History Added to 131,014 82,162 10.68% 10.98% 361 +655 0.5% Q4 2025 Feb 04, 2026
Connective Capital Management, LLC History New 130,110 81,595 47.93% — 362 +130,110 New Q4 2025 Feb 19, 2026
AmeriServ Wealth Advisors History Reduced 129,262 81,064 47.13% 40.52% 363 -1,691 -1.29% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 129,073 80,945 3.9% 3.82% 364 +39,700 44.42% Q4 2025 Feb 12, 2026
Standard Family Office LLC History No change 127,386 79,887 84.86% 84.52% 365 0 0.0% Q4 2025 Feb 18, 2026
Capital Group Private Client Services, Inc. History Added to 127,232 79,791 1.27% 1.25% 366 +5,108 4.18% Q4 2025 Feb 11, 2026
Francis Financial, Inc. History Reduced 126,064 79,058 15.44% 13.74% 367 -102 -0.08% Q4 2025 Feb 11, 2026
Fidato Wealth LLC History Added to 125,821 78,905 50.4% 49.83% 368 +2,024 1.63% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 125,459 78,679 2.75% 2.8% 369 -199 -0.16% Q4 2025 Jan 13, 2026
MA Private Wealth History Reduced 122,209 76,641 12.79% 14.82% 370 -21,715 -15.09% Q4 2025 Feb 03, 2026
Trust Co of Tennessee History Added to 121,922 76,462 15.19% 11.6% 371 +32,056 35.67% Q4 2025 Jan 30, 2026
Grove Bank & Trust History Added to 121,504 76,198 8.57% 8.57% 372 +1,864 1.56% Q4 2025 Jan 08, 2026
Kinsale Capital Group, Inc. History Added to 121,379 76,120 12.64% 9.94% 373 +32,617 36.75% Q4 2025 Feb 05, 2026
Summit Wealth Group, LLC History Added to 121,058 75,919 17.73% 17.92% 374 +62 0.05% Q4 2025 Feb 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 120,828 75,775 8.5% 8.62% 375 -2,014 -1.64% Q4 2025 Jan 22, 2026
Selective Wealth Management, Inc. History Reduced 118,716 75,577 23.59% 24.11% 376 -3,058 -2.51% Q4 2025 Jan 16, 2026
Elm Partners Management LLC History Added to 120,434 75,527 3.43% 2.77% 377 +29,814 32.9% Q4 2025 Feb 10, 2026
Fiduciary Wealth Partners, LLC History Reduced 120,381 75,494 30.96% 31.28% 378 -1,278 -1.05% Q4 2025 Jan 28, 2026
Dunhill Financial, LLC History Reduced 119,887 75,184 18.39% 19.78% 379 -3,890 -3.14% Q4 2025 Jan 29, 2026
Scott Capital Advisors, LLC History Reduced 119,698 75,066 16.63% 16.9% 380 -997 -0.83% Q4 2025 Jan 12, 2026
BOCHK Asset Management Ltd History No change 119,000 74,624 19.93% 19.21% 381 0 0.0% Q4 2025 Jan 22, 2026
Ciovacco Capital Management LLC History Reduced 118,810 74,509 37.32% 37.03% 382 -1,340 -1.12% Q4 2025 Feb 09, 2026
Oldfather Financial Services, LLC History Reduced 117,397 73,622 21.92% 22.93% 383 -2,812 -2.34% Q4 2025 Jan 16, 2026
J.W. COLE ADVISORS, INC. History Reduced 139,225 73,422 1.78% 1.78% 384 -13,052 -8.57% Q4 2025 Feb 11, 2026
SoundView Advisors Inc. History Reduced 116,948 73,341 25.59% 24.73% 385 -10,514 -8.25% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 116,283 72,610 2.42% 2.76% 386 -13,184 -10.18% Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History Added to 115,777 72,607 0.23% 0.05% 387 +91,980 386.52% Q4 2025 Feb 12, 2026
Investment Research & Advisory Group, Inc. History Reduced 114,991 72,114 23.87% 24.08% 388 -1,029 -0.89% Q4 2025 Jan 20, 2026
Petersen Hastings Wealth Advisors Inc. History New 114,916 72,067 6.92% — 389 +114,916 New Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 114,824 72,010 1.25% 0.57% 390 +71,010 162.07% Q4 2025 Feb 19, 2026
Franklin, Parlapiano, Turner & Welch, LLC History Reduced 112,994 71,875 17.85% 18.26% 391 -5,007 -4.24% Q4 2025 Jan 22, 2026
Standpoint Asset Management, LLC History Reduced 114,600 71,869 16.42% 16.42% 392 -4,000 -3.37% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Added to 113,894 71,426 0.89% 0.82% 393 +9,458 9.06% Q4 2025 Feb 05, 2026
COMMERCE BANK History Added to 113,199 70,990 0.39% 0.37% 394 +6,014 5.61% Q4 2025 Feb 13, 2026
PRUDENTIAL PLC History No change 113,192 70,986 0.56% 0.51% 395 0 0.0% Q4 2025 Feb 11, 2026
CERTUITY, LLC History Added to 113,015 70,875 4.46% 4.48% 396 +6,328 5.93% Q4 2025 Jan 30, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 112,924 70,818 2.77% 2.73% 397 +2,087 1.88% Q4 2025 Feb 04, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 112,887 70,794 0.72% 1.06% 398 -65,250 -36.63% Q4 2025 Jan 23, 2026
Lansing Street Advisors History Reduced 111,946 70,204 17.93% 18.46% 399 -1,308 -1.15% Q4 2025 Jan 26, 2026
David Kennon Inc History Reduced 111,761 70,088 24.91% 25.22% 400 -2,645 -2.31% Q4 2025 Jan 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 111,149 69,704 0.38% 0.39% 401 +1,883 1.72% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 110,292 69,167 0.28% — 402 +110,292 New Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 109,292 68,540 4.48% 4.66% 403 -2,179 -1.95% Q4 2025 Jan 23, 2026
WEST PACES ADVISORS INC. History Added to 109,074 68,403 13.23% 13.12% 404 +1,438 1.34% Q4 2025 Jan 21, 2026
Evercore Wealth Management, LLC History Added to 108,649 68,137 1.0% 0.76% 405 +24,272 28.77% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 107,407 67,357 1.65% 1.34% 406 +21,234 24.64% Q4 2025 Jan 28, 2026
Valeo Financial Advisors, LLC History Reduced 106,623 66,866 1.49% 1.53% 407 -3,127 -2.85% Q4 2025 Feb 04, 2026
BRIGHTON SECURITIES CORP. History Added to 106,136 66,561 32.85% 33.59% 408 +833 0.79% Q4 2025 Mar 06, 2026
Stephens Consulting, LLC History Added to 105,780 66,337 21.44% 21.99% 409 +881 0.84% Q4 2025 Jan 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 104,814 65,723 0.06% 0.06% 410 +14,310 15.81% Q4 2025 Feb 17, 2026
TradeWell Securities, LLC. History Added to 104,720 65,672 25.56% 26.7% 411 +1,359 1.31% Q4 2025 Feb 09, 2026
AJ Advisors, LLC History Added to 104,452 65,504 24.18% 25.11% 412 +4,278 4.27% Q4 2025 Jan 21, 2026
Sierra Capital LLC History Reduced 104,183 65,337 6.91% 7.06% 413 -969 -0.92% Q4 2025 Feb 18, 2026
Progeny 3, Inc. History No change 103,300 64,782 3.49% 3.26% 414 0 0.0% Q4 2025 Feb 17, 2026
HILL ISLAND FINANCIAL LLC History Added to 103,094 64,653 15.47% 15.68% 415 +522 0.51% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 103,022 64,608 0.8% 0.82% 416 -72 -0.07% Q4 2025 Jan 29, 2026
Ballentine Partners, LLC History Reduced 102,794 64,465 0.91% 0.91% 417 -4,766 -4.43% Q4 2025 Feb 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 102,704 64,408 6.2% 5.05% 418 +4,991 5.11% Q4 2025 Jan 12, 2026
Rathbones Group PLC History Reduced 102,195 64,089 0.25% 0.26% 419 -2,236 -2.14% Q4 2025 Feb 06, 2026
Nadler Financial Group, Inc. History Reduced 102,011 63,974 5.95% 5.98% 420 -494 -0.48% Q4 2025 Jan 28, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 101,741 63,804 9.42% 9.55% 421 +63 0.06% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 101,313 63,608 3.31% 2.68% 422 +21,428 26.82% Q4 2025 Mar 04, 2026
Jasper Ridge Partners, L.P. History Reduced 100,368 62,943 1.39% 1.43% 423 -3,605 -3.47% Q4 2025 Feb 12, 2026
Crestmont Private Wealth LLC History Added to 98,561 61,810 20.09% 19.89% 424 +239 0.24% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Added to 98,434 61,730 0.02% 0.02% 425 +7,580 8.34% Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 97,525 61,161 3.43% 3.02% 426 +17,685 22.15% Q4 2025 Feb 04, 2026
GENTRY PRIVATE WEALTH, LLC History Added to 97,347 61,049 38.47% 39.5% 427 +4,735 5.11% Q4 2025 Jan 28, 2026
Roundview Capital LLC History Added to 97,141 60,919 3.75% 3.72% 428 +1,124 1.17% Q4 2025 Feb 09, 2026
Rolek Wealth Management LLC History Added to 96,571 60,562 41.52% 41.29% 429 +6,768 7.54% Q4 2025 Jan 26, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 96,484 60,507 3.76% 3.8% 430 +880 0.92% Q4 2025 Feb 17, 2026
Twele Capital Management, Inc. History Added to 96,280 60,380 10.79% 10.84% 431 +345 0.36% Q4 2025 Jan 09, 2026
CENTRAL TRUST Co History Added to 96,211 60,336 1.18% 1.15% 432 +6,037 6.69% Q4 2025 Feb 02, 2026
Fiduciary Group, LLC History Added to 96,125 60,283 5.06% 4.51% 433 +12,348 14.74% Q4 2025 Feb 12, 2026
Power Alpha Investment Ltd History New 95,800 60,079 6.18% — 434 +95,800 New Q4 2025 Jan 23, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 95,755 60,050 7.85% 7.41% 435 +3,175 3.43% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 95,049 59,608 3.55% 3.61% 436 -6,793 -6.67% Q4 2025 Jan 30, 2026
Mutual Advisors, LLC History Added to 94,448 59,230 1.27% 1.24% 437 +3,058 3.35% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 94,347 59,160 0.37% 0.22% 438 +39,974 73.52% Q4 2025 Jan 27, 2026
Karnit Road Accident Victims Compensation Fund History New 94,007 58,954 33.32% — 440 +94,007 New Q4 2025 Feb 17, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 94,007 58,954 8.17% 8.4% 439 0 0.0% Q4 2025 Jan 29, 2026
Safir Wealth Advisors, LLC History Reduced 93,802 58,826 41.25% 41.57% 441 -2,303 -2.4% Q4 2025 Jan 06, 2026
Fragasso Financial Advisors Inc History Reduced 93,707 58,766 3.56% 3.61% 442 -227 -0.24% Q4 2025 Jan 07, 2026
Tenon Financial LLC History Added to 93,676 58,746 24.76% 25.0% 443 +14,125 17.76% Q4 2025 Jan 16, 2026
Next Level Wealth Planning, LLC History Added to 93,333 58,532 31.15% 31.43% 444 +2,419 2.66% Q4 2025 Jan 26, 2026
IFG Advisors, LLC History Added to 93,096 58,383 9.72% 8.84% 445 +4,636 5.24% Q4 2025 Jan 13, 2026
AlphaCore Capital LLC History Added to 92,808 58,202 1.3% 1.86% 446 +2,987 3.33% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 92,739 58,159 0.83% 0.64% 447 +6,713 7.8% Q4 2025 Feb 02, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 92,635 58,094 25.01% 25.47% 448 +120 0.13% Q4 2025 Jan 12, 2026
Souders Financial Advisors History Reduced 92,612 58,079 6.65% 6.8% 449 -781 -0.84% Q4 2025 Feb 02, 2026
Warren Street Wealth Advisors, LLC History Reduced 91,374 57,303 16.38% 17.21% 450 -2,861 -3.04% Q4 2025 Jan 29, 2026
Kearns & Associates LLC History Reduced 90,937 57,029 29.46% 29.67% 451 -320 -0.35% Q4 2025 Jan 08, 2026
Level Financial Advisors History Added to 90,688 56,872 15.04% 15.37% 452 +1,663 1.87% Q4 2025 Jan 26, 2026
Optas, LLC History Reduced 90,622 56,833 8.89% 10.03% 453 -5,835 -6.05% Q4 2025 Jan 27, 2026
Fort Point Capital Partners LLC History Added to 89,229 56,804 6.38% 5.42% 454 +14,206 18.94% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 89,455 56,100 2.12% 2.12% 455 -565 -0.63% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Added to 88,151 55,282 4.61% 1.23% 456 +62,964 249.99% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 87,882 55,113 1.63% 1.61% 457 +2,272 2.65% Q4 2025 Jan 23, 2026
Advanced Asset Management Advisors Inc History Added to 87,471 54,855 14.98% 14.31% 458 +70 0.08% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Added to 86,969 54,540 0.6% 0.51% 459 +14,311 19.7% Q4 2025 Feb 12, 2026
EMC Capital Management History Added to 84,254 53,584 23.8% 24.15% 460 +883 1.06% Q4 2025 Mar 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 85,358 53,530 3.96% 3.67% 461 -2,696 -3.06% Q4 2025 Jan 23, 2026
Topsail Wealth Management, LLC History Added to 85,292 53,489 7.83% 6.35% 462 +24,236 39.69% Q4 2025 Feb 04, 2026
3Chopt Investment Partners, LLC History Added to 85,011 53,312 11.94% 11.47% 463 +2,892 3.52% Q4 2025 Feb 10, 2026
AlTi Global, Inc. History Added to 84,859 53,217 1.14% 1.22% 464 +396 0.47% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 84,447 52,959 1.55% 1.59% 465 +4,164 5.19% Q4 2025 Feb 19, 2026
Drucker Wealth 3.0, LLC History Added to 83,964 52,656 9.26% 8.77% 466 +3,524 4.38% Q4 2025 Feb 03, 2026
Crescent Grove Advisors, LLC History Added to 83,555 52,400 4.86% 4.86% 467 +148 0.18% Q4 2025 Feb 11, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Reduced 83,414 52,311 5.17% 7.33% 468 -23,751 -22.16% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 83,341 52,265 0.02% 0.06% 469 -102,171 -55.08% Q4 2025 Feb 10, 2026
Resolute Advisors LLC History Added to 82,979 52,038 16.97% 12.55% 470 +3,359 4.22% Q4 2025 Feb 11, 2026
HBW ADVISORY SERVICES LLC History Reduced 82,977 52,037 5.65% 5.72% 471 -48 -0.06% Q4 2025 Jan 23, 2026
Storen Legacy Partners, LLC History New 82,837 51,949 16.3% — 473 +82,837 New Q4 2025 Mar 05, 2026
Sage Mountain Advisors LLC History Added to 82,836 51,949 2.75% 2.87% 472 +1,026 1.25% Q4 2025 Jan 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 81,172 51,806 7.4% 8.02% 474 +2,185 2.77% Q4 2025 Feb 11, 2026
Rooted Wealth Advisors, Inc. History Reduced 81,725 51,560 14.5% 15.45% 475 -602 -0.73% Q4 2025 Feb 09, 2026
CANADA LIFE ASSURANCE Co History Reduced 81,584 51,195 0.09% 0.07% 476 -2,549 -3.03% Q4 2025 Feb 13, 2026
Boyd Wealth Management, LLC History Reduced 81,632 51,194 21.71% 21.72% 477 -731 -0.89% Q4 2025 Jan 28, 2026
SAGE FINANCIAL GROUP INC History Reduced 81,607 51,178 3.39% 3.41% 478 -304 -0.37% Q4 2025 Jan 27, 2026
Salomon & Ludwin, LLC History Reduced 80,896 51,175 4.52% 4.58% 479 -1,734 -2.1% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Added to 81,593 51,169 1.24% 0.89% 480 +21,975 36.86% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 81,402 51,049 0.27% 0.26% 481 +2,105 2.65% Q4 2025 Jan 13, 2026
Innovative Wealth Building LLC History Added to 81,093 50,855 37.07% 34.89% 482 +7,998 10.94% Q4 2025 Feb 17, 2026
Sompo Asset Management Co., Ltd. History Reduced 80,918 50,746 8.7% 8.65% 483 -1,101 -1.34% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 80,877 50,720 0.9% 1.06% 484 +3,610 4.67% Q4 2025 Feb 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 80,851 50,704 0.66% 0.66% 485 +6,237 8.36% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 80,619 50,505 1.39% 1.39% 486 +859 1.08% Q4 2025 Jan 30, 2026
Marex Group plc History Added to 80,351 50,390 0.32% 0.2% 487 +33,207 70.44% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 79,804 50,047 0.57% 0.57% 488 -1,831 -2.24% Q4 2025 Feb 13, 2026
ALLIANZ SE History Added to 79,361 49,769 0.64% 0.72% 489 +24,307 44.15% Q4 2025 Feb 13, 2026
ForthRight Wealth Management, LLC History Reduced 78,913 49,488 14.23% 14.32% 490 -1,549 -1.93% Q4 2025 Jan 13, 2026
HBK Sorce Advisory LLC History Reduced 77,874 49,468 1.14% 1.24% 491 -3,240 -3.99% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 78,774 49,401 0.59% 0.64% 492 -37,793 -32.42% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 78,354 49,138 0.45% 0.44% 493 -271 -0.34% Q4 2025 Jan 21, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 78,126 48,995 0.99% 0.16% 494 +65,271 507.75% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 77,056 48,324 1.03% 1.05% 495 +1,078 1.42% Q4 2025 Feb 05, 2026
BCK Partners, Inc. History Reduced 76,456 47,947 25.91% 26.43% 496 -3,696 -4.61% Q4 2025 Jan 28, 2026
KICKSTAND VENTURES, LLC. History Added to 76,027 47,679 10.05% 10.1% 497 +1,099 1.47% Q4 2025 Jan 29, 2026
Lepercq De Neuflize Asset Management LLC History Added to 75,989 47,654 27.25% 26.78% 498 +205 0.27% Q4 2025 Feb 20, 2026
STEPH & CO History Reduced 75,772 47,518 13.7% 14.28% 499 -575 -0.75% Q4 2025 Jan 23, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 75,165 47,138 17.8% 17.63% 500 +1,439 1.95% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 73,917 47,017 1.49% 1.55% 501 +595 0.81% Q4 2025 Jan 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 74,641 46,809 5.14% 4.93% 502 +3,523 4.95% Q4 2025 Jan 20, 2026
Sellwood Investment Partners LLC History Reduced 74,237 46,556 18.18% 18.21% 503 -479 -0.64% Q4 2025 Jan 26, 2026
ASSOCIATED BANC-CORP History Reduced 74,231 46,552 1.19% 1.22% 504 -1,630 -2.15% Q4 2025 Feb 06, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 73,806 46,286 8.79% 5.61% 505 +8,174 12.45% Q4 2025 Feb 02, 2026
Passaic Partners LLC History Reduced 73,782 46,270 4.79% 6.18% 506 -10,092 -12.03% Q4 2025 Feb 11, 2026
Oak Harvest Investment Services History Added to 73,501 46,094 5.03% 5.2% 507 +715 0.98% Q4 2025 Jan 27, 2026
GreatBanc Trust CO History Reduced 73,462 46,070 32.46% 31.46% 508 -1,578 -2.1% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Reduced 73,251 45,938 1.43% 1.45% 509 -510 -0.69% Q4 2025 Jan 06, 2026
FULTON BANK, N.A. History Added to 73,157 45,878 1.59% 1.44% 510 +5,736 8.51% Q4 2025 Jan 08, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 73,139 45,867 0.37% 0.36% 511 +1,903 2.67% Q4 2025 Feb 13, 2026
Landmark Wealth Management, LLC History Added to 73,123 45,857 17.55% 16.1% 512 +6,911 10.44% Q4 2025 Feb 05, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 72,880 45,705 1.74% 1.66% 513 +1,894 2.67% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 72,695 45,589 0.07% 0.08% 514 +1,854 2.62% Q4 2025 Feb 10, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 72,591 45,523 10.82% 11.11% 515 -485 -0.66% Q4 2025 Jan 26, 2026
TrustBank History New 71,965 45,131 18.83% — 516 +71,965 New Q4 2025 Feb 09, 2026
Galilei Investment Office LLP History Reduced 72,900 44,998 21.2% 21.64% 517 -1,912 -2.56% Q4 2025 Feb 11, 2026
RESOLUTE CAPITAL, LLC History New 70,760 44,376 18.55% — 518 +70,760 New Q4 2025 Feb 10, 2026
Steffes Financial, Ltd. History New 70,746 44,366 23.17% — 519 +70,746 New Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Added to 70,032 44,302 0.12% 0.12% 520 +2,468 3.65% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Added to 70,580 44,262 1.65% 1.79% 521 +25,978 58.24% Q4 2025 Feb 04, 2026
Curated Wealth Partners LLC History Added to 70,385 44,140 4.77% 4.63% 522 +7,931 12.7% Q4 2025 Jan 12, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 70,352 44,119 4.22% 1.08% 523 +53,577 319.39% Q4 2025 Jan 22, 2026
ASO GROUP Ltd History New 70,325 44,103 17.23% — 525 +70,325 New Q4 2025 Feb 12, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 70,326 44,103 2.12% 0.16% 524 +65,001 1220.68% Q4 2025 Feb 10, 2026
Avion Wealth History Reduced 69,877 43,822 9.19% 9.2% 526 -136 -0.19% Q4 2025 Jan 23, 2026
Parisi Gray Wealth Management History Added to 69,078 43,320 9.83% 10.95% 527 +388 0.56% Q4 2025 Jan 07, 2026
Front Street Capital Management, Inc. History Reduced 69,175 43,207 6.14% 6.55% 528 -163 -0.24% Q4 2025 Feb 18, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 68,740 43,108 35.77% — 529 +68,740 New Q4 2025 Mar 03, 2026
Greenbush Financial Group, LLC History Added to 68,610 43,027 14.63% 14.96% 530 +4,941 7.76% Q4 2025 Jan 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 68,523 42,972 2.77% 2.78% 531 -326 -0.47% Q4 2025 Jan 26, 2026
Trust Co of the South History Added to 67,910 42,588 6.85% 5.77% 532 +11,148 19.64% Q4 2025 Jan 05, 2026
BAILARD, INC. History Reduced 67,501 42,332 0.94% 1.34% 533 -32,986 -32.83% Q4 2025 Feb 04, 2026
St. Louis Trust Co History Reduced 67,345 42,233 4.84% 5.29% 534 -1,895 -2.74% Q4 2025 Feb 09, 2026
Atom Investors LP History New 67,041 42,043 3.34% — 535 +67,041 New Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Reduced 66,978 42,002 4.64% 4.63% 536 -1,923 -2.79% Q4 2025 Mar 03, 2026
SigFig Wealth Management, LLC History Added to 66,682 41,818 1.25% 1.25% 537 +278 0.42% Q4 2025 Jan 16, 2026
TRUST CO OF VERMONT History Added to 66,644 41,794 1.74% 1.49% 538 +10,552 18.81% Q4 2025 Jan 16, 2026
Verum Partners LLC History Added to 66,608 41,772 8.42% 8.53% 539 +1,095 1.67% Q4 2025 Jan 14, 2026
MATHER GROUP, LLC. History Added to 66,515 41,713 0.43% 0.41% 540 +649 0.99% Q4 2025 Jan 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 66,413 41,649 0.46% 0.46% 541 +3,838 6.13% Q4 2025 Feb 02, 2026
Cynosure Group, LLC History Added to 66,391 41,635 4.24% 4.33% 542 +1,307 2.01% Q4 2025 Feb 17, 2026
Atlas Legacy Advisors, LLC History Added to 66,339 41,601 7.28% 7.19% 543 +5,484 9.01% Q4 2025 Jan 29, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 65,953 41,361 0.02% 0.02% 544 +263 0.4% Q4 2025 Feb 02, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 65,921 41,340 19.25% 19.98% 545 +345 0.53% Q4 2025 Jan 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 65,829 41,284 1.35% 1.23% 546 +7,264 12.4% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History Added to 65,515 41,086 1.58% 1.43% 547 +1,934 3.04% Q4 2025 Feb 02, 2026
Jackson Wealth Management, LLC History Added to 64,811 40,645 3.96% 3.73% 548 +3,827 6.28% Q4 2025 Jan 20, 2026
Clifford Group, LLC History Added to 64,811 40,645 31.39% 30.41% 549 +1,060 1.66% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 64,767 40,617 0.37% 0.32% 551 +10,382 19.09% Q4 2025 Feb 18, 2026
Plancorp, LLC History Reduced 64,767 40,617 1.23% 1.3% 550 -2,962 -4.37% Q4 2025 Feb 05, 2026
Capital Management Associates, Inc History Added to 64,592 40,507 8.96% 7.62% 552 +18,553 40.3% Q4 2025 Jan 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 64,392 40,381 1.68% 1.63% 553 +1,606 2.56% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Added to 64,050 40,167 0.79% 0.77% 554 +7,060 12.39% Q4 2025 Jan 21, 2026
Oxler Private Wealth LLC History Reduced 63,419 39,772 11.52% 11.38% 555 -429 -0.67% Q4 2025 Jan 23, 2026
Claro Advisors Inc. History Added to 62,769 39,364 5.36% 5.24% 556 +4,114 7.01% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 62,197 39,005 1.19% 1.18% 557 -985 -1.56% Q4 2025 Feb 11, 2026
Financial Management Professionals, Inc. History Reduced 62,122 38,958 4.02% 4.09% 558 -1,793 -2.81% Q4 2025 Jan 27, 2026
Dynamic Advisor Solutions LLC History Added to 61,428 38,523 1.24% 0.51% 559 +32,826 114.77% Q4 2025 Jan 09, 2026
Ethos Financial Group, LLC History Reduced 61,415 38,515 2.85% 2.99% 560 -648 -1.04% Q4 2025 Jan 20, 2026
MFA WEALTH ADVISORS, LLC History Added to 61,089 38,310 8.1% 7.82% 561 +2,598 4.44% Q4 2025 Jan 14, 2026
BOSTON FAMILY OFFICE LLC History Added to 61,006 38,259 2.43% 2.24% 562 +3,577 6.23% Q4 2025 Feb 13, 2026
GenWealth Group, Inc. History Added to 60,137 38,259 6.52% 6.47% 563 +3,377 5.95% Q4 2025 Jan 12, 2026
Modern Wealth Management, LLC History Reduced 60,876 38,177 0.7% 0.83% 564 -7,948 -11.55% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Added to 60,623 38,018 6.95% 6.2% 565 +1,185 1.99% Q4 2025 Feb 13, 2026
Fairway Wealth LLC History Added to 60,595 38,000 10.25% 10.4% 566 +53 0.09% Q4 2025 Jan 28, 2026
Aufman Associates Inc History Reduced 60,528 37,959 19.45% 21.1% 567 -689 -1.13% Q4 2025 Feb 11, 2026
Aurelius Family Office LLC History Added to 59,367 37,547 16.15% 15.87% 568 +1,121 1.92% Q4 2025 Jan 09, 2026
Thayer Partners, LLC / MA History New 59,564 37,354 18.17% — 569 +59,564 New Q4 2025 Feb 05, 2026
IFG Advisory, LLC History Added to 59,525 37,330 1.63% 1.54% 570 +4,367 7.92% Q4 2025 Feb 10, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 59,419 37,263 9.24% 9.49% 571 +1,924 3.35% Q4 2025 Feb 06, 2026
MGO Private Wealth, LLC History Reduced 59,336 37,211 23.04% 22.91% 572 -3,055 -4.9% Q4 2025 Feb 10, 2026
Bear Mountain Capital, Inc. History Added to 58,303 37,116 11.98% 11.95% 573 +475 0.82% Q4 2025 Jan 22, 2026
Bleakley Financial Group, LLC History Added to 59,139 37,087 0.64% 0.8% 574 +2,772 4.92% Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History Added to 58,800 36,875 1.78% 1.67% 575 +2,191 3.87% Q4 2025 Jan 20, 2026
UNIVERSITY OF CHICAGO History Reduced 58,449 36,655 17.73% 18.78% 576 -4,123 -6.59% Q4 2025 Feb 06, 2026
Royal Fund Management, LLC History Added to 58,246 36,653 3.33% 3.49% 577 +10,616 22.29% Q4 2025 Jan 15, 2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN History No change 58,248 36,524 1.75% 1.73% 578 0 0.0% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 57,749 36,221 0.6% 0.6% 579 +496 0.87% Q4 2025 Feb 03, 2026
Hikari Tsushin, Inc. History Reduced 57,755 36,219 2.36% 2.71% 580 -8,085 -12.28% Q4 2025 Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 57,653 36,155 2.63% 2.76% 581 -13 -0.02% Q4 2025 Feb 09, 2026
SFM, LLC History Added to 57,363 35,974 21.08% 20.18% 582 +703 1.24% Q4 2025 Jan 23, 2026
Garde Capital, Inc. History Reduced 57,251 35,903 2.13% 1.72% 583 -501 -0.87% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 57,021 35,759 0.44% 0.61% 584 -28,833 -33.58% Q4 2025 Feb 11, 2026
Ameraudi Asset Management, Inc. History Reduced 56,971 35,728 19.63% 22.76% 585 -4,474 -7.28% Q4 2025 Feb 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 56,775 35,605 8.55% 8.66% 586 -497 -0.87% Q4 2025 Feb 02, 2026
PARK PRESIDIO CAPITAL LLC History Added to 56,565 35,473 2.89% 2.06% 587 +17,948 46.48% Q4 2025 Feb 17, 2026
Brooklyn FI, LLC History Reduced 56,525 35,448 7.59% 7.81% 588 -410 -0.72% Q4 2025 Jan 21, 2026
Trek Financial, LLC History Reduced 56,469 35,413 2.05% 2.32% 589 -7,135 -11.22% Q4 2025 Feb 04, 2026
Boston Trust Walden Corp History Added to 56,461 35,408 0.27% 0.24% 590 +2,056 3.78% Q4 2025 Jan 28, 2026
FIRST MERCHANTS CORP History Added to 56,278 35,293 1.31% 1.25% 591 +2,189 4.05% Q4 2025 Jan 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 55,943 35,083 0.06% 103.79% 592 +19,437 53.24% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 55,702 34,932 0.19% 0.12% 593 +23,144 71.09% Q4 2025 Feb 12, 2026
GC Wealth Management RIA, LLC History Added to 55,584 34,858 1.28% 0.35% 594 +38,363 222.77% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Reduced 55,447 34,772 0.01% 0.06% 595 -388,118 -87.5% Q4 2025 Feb 13, 2026
Applied Capital LLC History Added to 55,409 34,748 13.37% 13.34% 596 +1,345 2.49% Q4 2025 Jan 16, 2026
Precision Wealth Strategies, LLC History Reduced 55,341 34,705 11.24% 12.43% 597 -7,212 -11.53% Q4 2025 Jan 30, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 55,269 34,679 1.03% 1.96% 598 +4,438 8.73% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 55,260 34,655 0.05% — 599 +55,260 New Q4 2025 Feb 12, 2026
Topor & Co. Korea History New 55,149 34,586 26.06% — 600 +55,149 New Q4 2025 Feb 26, 2026
PARK AVENUE SECURITIES LLC History Added to 54,891 34,421 0.29% 0.22% 601 +8,587 18.54% Q4 2025 Jan 05, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 54,879 34,416 20.49% 22.5% 602 +8 0.01% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 54,402 34,117 0.77% 0.85% 603 +884 1.65% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 54,353 34,086 0.48% 0.47% 604 +2,318 4.45% Q4 2025 Feb 17, 2026
R. W. Roge & Company, Inc. History Added to 54,353 34,086 16.84% 17.05% 605 +50 0.09% Q4 2025 Jan 23, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 54,263 34,030 6.49% 7.45% 606 -8,324 -13.3% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 53,803 33,800 0.55% 0.5% 607 +5,605 11.63% Q4 2025 Feb 09, 2026
Williams Jones Wealth Management, LLC. History Added to 53,699 33,676 0.38% 0.36% 608 +1,667 3.2% Q4 2025 Feb 13, 2026
VVR Holdings LLC History New 53,529 33,569 17.45% — 609 +53,529 New Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Added to 53,327 33,443 0.19% 0.18% 610 +4,175 8.49% Q4 2025 Feb 03, 2026
Oak Root LLC History Reduced 53,303 33,427 4.04% 4.34% 611 -7,884 -12.89% Q4 2025 Jan 16, 2026
HighRoad Wealth Advisors, LLC History New 53,249 33,394 31.88% — 613 +53,249 New Q4 2025 Jan 27, 2026
FIRST FINANCIAL CORP /IN/ History Added to 53,249 33,394 12.6% 12.41% 612 +1,525 2.95% Q4 2025 Jan 13, 2026
SOA Wealth Advisors, LLC. History Added to 53,056 33,272 5.62% 5.57% 614 +2 0.0% Q4 2025 Jan 20, 2026
Lake Hills Wealth Management, LLC History Reduced 52,931 33,194 17.32% 18.57% 615 -3,859 -6.8% Q4 2025 Jan 07, 2026
Belpointe Asset Management LLC History Reduced 52,734 33,072 1.19% 1.24% 616 -290 -0.55% Q4 2025 Jan 27, 2026
Aspire Capital Advisors LLC History Added to 52,641 33,012 7.75% 7.82% 617 +896 1.73% Q4 2025 Jan 16, 2026
Bowman & Co S.C. History Added to 52,501 32,929 13.87% 13.36% 618 +763 1.47% Q4 2025 Jan 23, 2026
Journey Beyond Wealth, LLC History Added to 52,441 32,887 26.16% 24.96% 619 +2,899 5.85% Q4 2025 Jan 23, 2026
Argent Trust Co History Added to 52,279 32,785 1.12% 1.04% 620 +4,223 8.79% Q4 2025 Feb 10, 2026
Weil Company, Inc. History Added to 51,975 32,595 7.5% 7.16% 621 +3,416 7.03% Q4 2025 Jan 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 51,927 32,564 8.02% 7.05% 622 +923 1.81% Q4 2025 Jan 08, 2026
TOMPKINS FINANCIAL CORP History Added to 51,877 32,533 2.53% 2.29% 623 +7,212 16.15% Q4 2025 Jan 08, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 51,860 32,522 1.79% 1.8% 624 +121 0.23% Q4 2025 Jan 13, 2026
Woodside Wealth Management LLC History Added to 51,784 32,475 24.24% 24.64% 625 +750 1.47% Q4 2025 Jan 30, 2026
Operose Advisors LLC History Added to 51,712 32,434 7.56% 6.43% 626 +9,613 22.83% Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Reduced 51,657 32,395 1.18% 1.2% 627 -357 -0.69% Q4 2025 Feb 02, 2026
Integrated Advisors Network LLC History Added to 51,649 32,390 1.43% 1.29% 628 +1,448 2.88% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 51,614 32,368 0.36% 0.37% 629 +155 0.3% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 51,476 32,282 1.18% 0.55% 630 +32,366 169.37% Q4 2025 Feb 09, 2026
NWM ADVISORS, LLC History New 50,860 31,895 27.75% — 631 +50,860 New Q4 2025 Feb 04, 2026
Base Wealth Management LLC History Added to 50,543 31,696 17.06% 12.38% 632 +15,077 42.51% Q4 2025 Jan 21, 2026
BBR PARTNERS, LLC History Reduced 50,304 31,547 1.69% 1.93% 633 -4,388 -8.02% Q4 2025 Feb 11, 2026
Mandatum Life Insurance Co Ltd History Added to 50,132 31,439 7.18% 6.52% 634 +5,590 12.55% Q4 2025 Feb 11, 2026
Diana Davis Spencer Foundation History No change 49,675 31,152 10.51% 10.24% 635 0 0.0% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 49,189 30,847 1.49% 1.65% 636 +4,787 10.78% Q4 2025 Jan 28, 2026
NICOLET BANKSHARES INC History Added to 49,029 30,747 4.93% 4.22% 637 +6,119 14.26% Q4 2025 Feb 09, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 48,992 30,724 8.76% 12.5% 638 -17,148 -25.93% Q4 2025 Feb 11, 2026
KilterHowling LLC History Added to 48,970 30,710 15.57% 16.09% 639 +1,794 3.8% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 48,812 30,611 9.16% 8.03% 640 +6,777 16.12% Q4 2025 Jan 30, 2026
PKO Investment Management Joint-Stock Co History Reduced 48,758 30,577 2.44% 2.71% 641 -3,000 -5.8% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 48,406 30,413 0.56% 0.54% 642 -71 -0.15% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 48,267 30,269 0.63% 0.65% 643 -924 -1.88% Q4 2025 Feb 18, 2026
Evanson Asset Management, LLC History Added to 48,228 30,245 1.63% 1.52% 644 +4,200 9.54% Q4 2025 Jan 12, 2026
Strategent Financial, LLC History Added to 48,002 30,103 19.05% 19.73% 645 +2,960 6.57% Q4 2025 Jan 29, 2026
Unconventional Investor, LLC History Added to 47,898 30,091 14.29% 14.16% 646 +1,786 3.87% Q4 2025 Feb 05, 2026
Charter Oak Capital Management, LLC History Reduced 47,931 30,058 2.29% 2.33% 647 -531 -1.1% Q4 2025 Jan 23, 2026
Motley Fool Wealth Management, LLC History Added to 47,848 30,006 2.33% 1.05% 648 +22,658 89.95% Q4 2025 Feb 11, 2026
Westerkirk Capital Inc. History Reduced 47,768 29,956 2.92% 5.1% 649 -25,105 -34.45% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Reduced 47,525 29,804 1.1% 1.17% 650 -859 -1.78% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 46,744 29,739 0.62% 0.57% 651 +3,112 7.13% Q4 2025 Jan 26, 2026
Arax Advisory Partners History Reduced 47,224 29,615 0.86% 8.58% 652 -2,074,285 -97.77% Q4 2025 Feb 13, 2026
Powerhouse Assets LLC History New 47,184 29,590 26.02% — 653 +47,184 New Q4 2025 Jan 15, 2026
Sandy Cove Advisors, LLC History Reduced 47,080 29,525 8.75% 9.92% 654 -3,603 -7.11% Q4 2025 Feb 09, 2026
FIDUCIENT ADVISORS LLC History Reduced 46,899 29,411 3.65% 7.97% 655 -64,111 -57.75% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 46,637 29,247 0.57% 0.6% 656 +5,495 13.36% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History Added to 46,619 29,236 3.32% 3.21% 657 +800 1.75% Q4 2025 Jan 14, 2026
Oakworth Capital, Inc. History Added to 46,561 29,199 1.59% 1.62% 658 +664 1.45% Q4 2025 Jan 30, 2026
High Net Worth Advisory Group LLC History Added to 46,178 28,960 6.67% 6.57% 659 +1,574 3.53% Q4 2025 Jan 23, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 46,175 28,957 0.12% 0.11% 660 +2,293 5.23% Q4 2025 Feb 09, 2026
ADE, LLC History Added to 46,145 28,938 14.01% 13.94% 661 +1,121 2.49% Q4 2025 Feb 10, 2026
LTS Liquid Investments LLC History New 46,105 28,913 27.47% — 662 +46,105 New Q4 2025 Feb 11, 2026
EnRich Financial Partners LLC History Added to 45,721 28,673 7.82% 7.83% 663 +797 1.77% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Added to 44,953 28,398 1.08% 1.13% 664 +14,895 49.55% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 45,256 28,381 1.38% 1.15% 665 -420 -0.92% Q4 2025 Jan 27, 2026
CANERECTOR INC History No change 45,150 28,314 13.86% 14.11% 666 0 0.0% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 45,052 28,253 0.89% 0.85% 667 +2,580 6.07% Q4 2025 Jan 30, 2026
CONQUIS FINANCIAL LLC History Reduced 45,035 28,242 24.29% 30.37% 668 -7,203 -13.79% Q4 2025 Feb 11, 2026
Choate Investment Advisors History Reduced 44,986 28,212 0.55% 1.32% 669 -58,949 -56.72% Q4 2025 Feb 09, 2026
Southeast Asset Advisors, LLC History Added to 44,982 28,209 2.68% 3.0% 670 +14 0.03% Q4 2025 Feb 13, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 44,836 28,117 6.23% 6.35% 671 +463 1.04% Q4 2025 Jan 23, 2026
Canton Hathaway, LLC History Reduced 44,755 28,067 5.41% 6.04% 672 -6,600 -12.85% Q4 2025 Jan 21, 2026
North Star Investment Management Corp. History Added to 44,712 28,015 1.76% 1.74% 673 +600 1.36% Q4 2025 Jan 30, 2026
Members Trust Co History Added to 44,625 27,985 0.91% 0.2% 674 +34,740 351.44% Q4 2025 Jan 15, 2026
Matrix Trust Co History Added to 44,596 27,968 4.62% 4.25% 675 +312 0.7% Q4 2025 Jan 13, 2026
O'Connor Financial Group LLC History Added to 43,926 27,842 11.1% 11.25% 676 +106 0.24% Q4 2025 Jan 26, 2026
CWS Financial Advisors, LLC History Reduced 44,193 27,714 7.52% 7.69% 677 -1,036 -2.29% Q4 2025 Feb 06, 2026
McCollum Christoferson Group LLC History Added to 44,160 27,694 8.01% 7.02% 678 +4,146 10.36% Q4 2025 Jan 09, 2026
Members Advisory Group LLC History Added to 43,977 27,600 10.4% 9.51% 679 +108 0.25% Q4 2025 Jan 27, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 43,887 27,523 0.46% 0.45% 680 -1,299 -2.87% Q4 2025 Feb 10, 2026
Fairscale Capital, LLC History Added to 43,886 27,522 18.25% 18.32% 681 +500 1.15% Q4 2025 Feb 17, 2026
CVA Family Office, LLC History Added to 43,760 27,442 3.16% 3.06% 682 +4,939 12.72% Q4 2025 Jan 12, 2026
Meridian Financial Partners LLC History Reduced 43,498 27,416 10.84% 11.86% 683 -2,624 -5.69% Q4 2025 Feb 05, 2026
COOPERMAN LEON G History No change 43,593 27,338 0.91% 0.83% 684 0 0.0% Q4 2025 Feb 17, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 43,527 27,297 1.14% 1.14% 685 -37 -0.08% Q4 2025 Feb 13, 2026
Merrithew & Thorsten Inc History New 43,377 27,203 28.77% — 686 +43,377 New Q4 2025 Feb 03, 2026
Three Bridge Wealth Advisors, LLC History Added to 43,341 27,180 7.17% 6.47% 687 +2,460 6.02% Q4 2025 Feb 10, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 43,283 27,144 9.83% — 689 +43,283 New Q4 2025 Mar 26, 2026
VAN ECK ASSOCIATES CORP History Reduced 43,283 27,144 0.02% 0.03% 688 -2,315 -5.08% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 43,102 27,030 1.26% 2.01% 690 +8,250 23.67% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 43,100 27,029 0.01% 0.01% 691 +1,000 2.38% Q4 2025 Feb 13, 2026
Freedom Financial Partners LLC History Added to 43,038 26,990 9.82% 9.97% 692 +313 0.73% Q4 2025 Jan 06, 2026
Triad Wealth Partners, LLC History Added to 42,893 26,899 2.56% 2.92% 693 +5,903 15.96% Q4 2025 Jan 22, 2026
Valtrion Capital Management, LLC History Added to 42,610 26,721 26.62% 23.98% 694 +6,190 17.0% Q4 2025 Feb 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 41,859 26,707 1.25% 1.35% 695 +4,600 12.35% Q4 2025 Feb 03, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 42,538 26,676 12.6% 12.75% 696 -758 -1.75% Q4 2025 Feb 13, 2026
Wheelhouse Advisory Group LLC History Added to 42,039 26,557 10.1% 10.61% 697 +1,800 4.47% Q4 2025 Jan 29, 2026
SHUFRO ROSE & CO LLC History New 42,249 26,495 1.79% — 698 +42,249 New Q4 2025 Feb 09, 2026
BANTA ASSET MANAGEMENT LP History New 42,137 26,425 24.09% — 699 +42,137 New Q4 2025 Feb 09, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 41,594 26,084 3.28% 3.16% 700 +4,074 10.86% Q4 2025 Jan 15, 2026
EQ LLC History Added to 41,581 26,076 7.52% 8.41% 701 +1,139 2.82% Q4 2025 Feb 10, 2026
Ayalon Insurance Comp Ltd. History Added to 41,572 26,071 6.33% 3.11% 702 +21,537 107.5% Q4 2025 Jan 12, 2026
Bryant Woods Investment Advisors, LLC History Reduced 41,534 26,046 10.09% 10.3% 703 -1,494 -3.47% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 41,442 25,989 0.87% 0.83% 704 +1,545 3.87% Q4 2025 Jan 14, 2026
Intelligent Financial Strategies History Reduced 41,431 25,982 12.49% 12.41% 705 -82 -0.2% Q4 2025 Jan 26, 2026
Retirement Wealth Solutions LLC History Reduced 41,294 25,896 16.36% 16.65% 706 -79 -0.19% Q4 2025 Jan 07, 2026
CARL STUART INVESTMENT ADVISOR, INC History Reduced 41,246 25,866 23.34% 23.8% 707 -129 -0.31% Q4 2025 Feb 13, 2026
Zurich Insurance Group Ltd/FI History Reduced 41,113 25,847 0.18% 0.22% 708 -8,308 -16.81% Q4 2025 Feb 17, 2026
Joel Isaacson & Co., LLC History Added to 41,185 25,828 0.85% 0.89% 709 +714 1.76% Q4 2025 Jan 30, 2026
Axos Invest Inc. History Added to 41,052 25,745 18.92% 8.07% 710 +23,463 133.4% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History Added to 40,955 25,684 0.88% 0.76% 711 +8,821 27.45% Q4 2025 Feb 13, 2026
Pearl Planning LLC History New 40,856 25,621 15.67% — 712 +40,856 New Q4 2025 Feb 03, 2026
RFG Advisory, LLC History Reduced 40,792 25,581 0.48% 0.52% 713 -149 -0.36% Q4 2025 Feb 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 40,587 25,453 0.49% 0.47% 714 +2,335 6.1% Q4 2025 Feb 12, 2026
FourThought Financial Partners, LLC History Added to 40,544 25,426 2.15% 1.95% 715 +4,324 11.94% Q4 2025 Feb 06, 2026
Venture Visionary Partners LLC History Reduced 39,761 25,382 0.83% 0.84% 716 -344 -0.86% Q4 2025 Feb 13, 2026
Y.D. More Investments Ltd History Added to 40,461 25,374 1.22% 1.32% 717 +2,291 6.0% Q4 2025 Jan 21, 2026
Waldron Private Wealth LLC History Reduced 40,437 25,358 1.0% 1.04% 718 -1,350 -3.23% Q4 2025 Jan 14, 2026
XY Planning Network, Inc. History Added to 40,432 25,355 4.42% 1.96% 719 +30,315 299.64% Q4 2025 Jan 26, 2026
CM WEALTH ADVISORS LLC History Reduced 40,336 25,295 5.72% 6.54% 720 -45 -0.11% Q4 2025 Jan 26, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 40,152 25,180 1.88% 1.95% 721 -575 -1.41% Q4 2025 Feb 04, 2026
Family Office Research LLC History Reduced 39,787 25,169 10.29% 10.94% 722 -1,071 -2.62% Q4 2025 Feb 09, 2026
Core Wealth Advisors, Inc. History Added to 40,052 25,117 6.52% 6.36% 723 +208 0.52% Q4 2025 Feb 17, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 39,886 25,013 19.07% 19.26% 724 +343 0.87% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 39,766 24,938 1.06% 0.83% 725 -809 -1.99% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Reduced 39,629 24,852 1.47% 1.44% 726 -58 -0.15% Q4 2025 Jan 29, 2026
UNIVEST FINANCIAL Corp History Reduced 39,592 24,829 1.32% 1.37% 727 -399 -1.0% Q4 2025 Feb 04, 2026
Envision Financial LLC History Added to 39,584 24,824 13.12% 11.94% 728 +5,552 16.31% Q4 2025 Jan 07, 2026
Laird Norton Wetherby Trust Company, LLC History New 39,507 24,776 0.52% — 729 +39,507 New Q4 2025 Feb 17, 2026
Rareview Capital LLC History Added to 43,599 24,765 16.07% 15.02% 730 +288 0.66% Q4 2025 Jan 29, 2026
Capital Investment Advisors, LLC History Added to 39,476 24,756 0.38% 0.37% 731 +2,835 7.74% Q4 2025 Jan 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 39,452 24,742 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 17, 2026
TSFG, LLC History Added to 39,377 24,694 3.69% 3.17% 733 +6,817 20.94% Q4 2025 Feb 04, 2026
InvesTrust History Added to 39,289 24,639 9.53% 8.8% 734 +50 0.13% Q4 2025 Jan 14, 2026
Tribridge Partners Financial LLC History Added to 39,229 24,601 10.32% 10.56% 735 +1,862 4.98% Q4 2025 Jan 26, 2026
Synergy Investment Management, LLC History Reduced 39,187 24,575 8.7% 9.53% 736 -1,548 -3.8% Q4 2025 Feb 06, 2026
Andrews Advisory Associates, LLC History New 39,165 24,561 13.06% — 737 +39,165 New Q4 2025 Feb 18, 2026
Carroll Advisory Group, LLC History New 39,116 24,530 10.61% — 738 +39,116 New Q4 2025 Feb 09, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 38,995 24,454 0.64% 0.66% 739 +669 1.75% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Added to 38,939 24,419 1.64% 1.63% 740 +258 0.67% Q4 2025 Jan 08, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 37,910 24,237 1.63% 1.3% 741 +10,656 39.1% Q4 2025 Feb 13, 2026
MKT Advisors LLC History Reduced 38,271 24,204 8.26% 8.8% 742 -204 -0.53% Q4 2025 Jan 08, 2026
Busey Bank History Added to 38,487 24,136 0.64% 0.59% 743 +4,195 12.23% Q4 2025 Jan 27, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 38,133 24,117 12.83% 13.34% 744 -2,852 -6.96% Q4 2025 Jan 06, 2026
TD Capital Management LLC History Added to 38,292 24,013 2.13% 1.98% 745 +2,471 6.9% Q4 2025 Feb 26, 2026
EFG International AG History New 37,948 23,798 0.46% — 746 +37,948 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Group, LLC History Reduced 37,947 23,797 1.63% 1.6% 747 -666 -1.72% Q4 2025 Jan 26, 2026
waypoint wealth counsel History Reduced 37,908 23,773 8.72% 9.21% 748 -164 -0.43% Q4 2025 Jan 28, 2026
Fort Vancouver Investment Management, LLC History Added to 37,544 23,544 12.58% 12.35% 749 +1,224 3.37% Q4 2025 Feb 06, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 37,382 23,443 5.03% 5.02% 750 +75 0.2% Q4 2025 Feb 10, 2026
Virtue Capital Management, LLC History Added to 37,305 23,438 3.61% 1.14% 751 +6,722 21.98% Q4 2025 Feb 18, 2026
FIRST NATIONAL TRUST CO History Reduced 37,371 23,436 0.78% 0.79% 752 -316 -0.84% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History Added to 37,292 23,387 5.59% 5.79% 753 +617 1.68% Q4 2025 Jan 12, 2026
Caldwell Trust Co History Added to 37,291 23,386 2.08% 0.41% 754 +30,188 425.0% Q4 2025 Jan 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 37,223 23,343 0.58% 0.56% 755 +2,269 6.49% Q4 2025 Feb 09, 2026
Div Capital Phoenix Assets Ltd History New 37,200 23,329 5.9% — 756 +37,200 New Q4 2025 Feb 12, 2026
Cascades Capital Asset Management, LLC History Reduced 37,102 23,267 9.74% 10.0% 757 -6 -0.02% Q4 2025 Feb 04, 2026
Lakeshore Financial Planning, Inc. History Added to 36,939 23,166 8.28% 8.11% 758 +1,274 3.57% Q4 2025 Feb 17, 2026
SEEDS INVESTOR LLC History Added to 36,895 23,138 4.44% 3.75% 759 +7,845 27.01% Q4 2025 Jan 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 36,879 23,128 2.49% 2.5% 760 +268 0.73% Q4 2025 Jan 28, 2026
TruWealth Advisors, LLC History Reduced 36,713 23,023 1.13% 1.15% 761 -312 -0.84% Q4 2025 Jan 07, 2026
MASECO LLP History New 36,684 23,003 1.0% — 762 +36,684 New Q4 2025 Jan 22, 2026
Manchester Capital Management LLC History Reduced 36,571 22,934 3.12% 3.21% 763 -2,098 -5.43% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 36,529 22,908 0.45% 0.14% 764 +30,482 504.08% Q4 2025 Feb 11, 2026
Bridgewater Associates, LP History Added to 36,510 22,896 0.08% 0.01% 765 +34,389 1621.36% Q4 2025 Feb 13, 2026
TMB Capital Partners, LLC History New 36,479 22,877 7.83% — 766 +36,479 New Q4 2025 Feb 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 36,368 22,807 0.63% 0.64% 767 -747 -2.01% Q4 2025 Feb 03, 2026
Balentine LLC History Reduced 36,358 22,801 0.86% 0.85% 768 -1,518 -4.01% Q4 2025 Feb 02, 2026
1834 INVESTMENT ADVISORS CO History Reduced 36,225 22,717 2.85% 2.75% 769 -337 -0.92% Q4 2025 Jan 29, 2026
Visionary Wealth Advisors History Added to 36,072 22,621 1.02% 1.02% 770 +396 1.11% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 36,020 22,589 1.67% 1.63% 771 +1,308 3.77% Q4 2025 Feb 06, 2026
Piedmont Capital Management, LLC/NC History New 35,812 22,458 14.76% — 772 +35,812 New Q4 2025 Feb 13, 2026
Wealth Group Ltd History Reduced 35,727 22,405 5.01% 5.74% 773 -4,797 -11.84% Q4 2025 Jan 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 35,685 22,379 0.5% 0.53% 774 -592 -1.63% Q4 2025 Jan 27, 2026
Heritage Wealth Advisors History Reduced 35,615 22,335 0.85% 0.97% 775 -754 -2.07% Q4 2025 Feb 13, 2026
Western Reserve Capital Management, LLC History New 35,312 22,145 20.65% — 776 +35,312 New Q4 2025 Feb 10, 2026
BARINGS LLC History No change 35,299 22,137 0.41% 0.41% 777 0 0.0% Q4 2025 Feb 12, 2026
Red Door Wealth Management, LLC History Added to 35,266 22,116 2.3% 2.2% 778 +1,498 4.44% Q4 2025 Jan 20, 2026
Carnegie Investment Counsel History Added to 35,253 22,108 0.41% 0.4% 779 +993 2.9% Q4 2025 Jan 23, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 35,181 22,062 1.37% 0.21% 780 +30,436 641.43% Q4 2025 Feb 11, 2026
First Bank & Trust History Added to 35,058 21,985 3.58% 3.6% 781 +144 0.41% Q4 2025 Jan 12, 2026
Western Wealth Management, LLC History Added to 35,004 21,952 1.01% 0.81% 782 +9,858 39.2% Q4 2025 Feb 05, 2026
Empirical Finance, LLC History Added to 69,924 21,856 1.04% 0.05% 783 +68,240 4052.26% Q4 2025 Feb 12, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 34,782 21,812 6.87% 12.09% 784 -47,752 -57.86% Q4 2025 Feb 02, 2026
Northstar Group, Inc. History Added to 34,701 21,761 2.96% 3.06% 785 +377 1.1% Q4 2025 Feb 13, 2026
Asset Allocation & Management Company, LLC History Reduced 34,668 21,741 8.66% 10.35% 786 -5,412 -13.5% Q4 2025 Jan 12, 2026
First Command Advisory Services, Inc. History Reduced 34,582 21,687 0.15% 0.17% 787 -2,957 -7.88% Q4 2025 Feb 11, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 34,465 21,614 6.54% 6.28% 788 -224 -0.65% Q4 2025 Feb 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 34,457 21,608 6.08% 5.98% 789 -1,845 -5.08% Q4 2025 Jan 15, 2026
Jump Financial, LLC History New 34,345 21,538 0.26% — 790 +34,345 New Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 34,311 21,517 0.98% 0.98% 791 -550 -1.58% Q4 2025 Feb 02, 2026
Spectrum Investment Advisors, Inc. History Reduced 34,271 21,492 10.77% 11.46% 792 -303 -0.88% Q4 2025 Jan 28, 2026
Joel Adams & Associates, Inc. History Added to 33,998 21,321 16.03% 15.97% 793 +1,673 5.18% Q4 2025 Jan 27, 2026
Secure Asset Management, LLC History Reduced 33,910 21,265 3.33% 3.89% 794 -4,540 -11.81% Q4 2025 Jan 20, 2026
Autumn Glory Partners, LLC History Added to 33,762 21,173 7.42% 5.65% 795 +11,305 50.34% Q4 2025 Jan 27, 2026
Quotient Wealth Partners, LLC History Added to 33,761 21,172 0.56% 0.55% 796 +1,138 3.49% Q4 2025 Jan 22, 2026
BRAUN STACEY ASSOCIATES INC History Added to 33,751 21,166 0.69% 0.67% 797 +146 0.43% Q4 2025 Jan 20, 2026
Dodds Wealth, LLC History Added to 33,572 21,053 5.16% 5.03% 798 +414 1.25% Q4 2025 Feb 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 33,561 21,047 1.25% 1.21% 799 +1,632 5.11% Q4 2025 Feb 10, 2026
CAPITAL CITY TRUST CO/FL History Added to 33,453 20,979 4.67% 4.6% 800 +2,729 8.88% Q4 2025 Feb 03, 2026