VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VT

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
Rakuten Investment Management, Inc. History No change 15,505,097 2,130,090 7.17% 7.58% 1 0 0.0% Q4 2025 Feb 17, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 8,709,296 1,228,533 18.92% 14.0% 2 +3,161,632 56.99% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 6,649,142 937,928 0.06% 0.04% 3 +1,562,614 30.72% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 4,237,931 597,825 0.7% 0.65% 4 +263,745 6.64% Q4 2025 Jan 30, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 3,745,912 531,844 0.4% 5 +3,745,912 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,172,664 447,535 0.03% 0.02% 6 +589,133 22.8% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 2,521,517 355,685 0.05% 0.05% 7 -155,174 -5.8% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,310,259 325,885 0.21% 0.22% 8 -31,219 -1.33% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,202,322 310,658 0.05% 9 +2,202,322 New Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,166,409 305,593 1.07% 1.06% 10 +82,448 3.96% Q4 2025 Feb 06, 2026
BRANDYWINE TRUST CO History Added to 2,007,783 283,217 49.65% 41.57% 11 +24,866 1.25% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,707,244 240,823 0.08% 0.07% 12 -13,973 -0.81% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,655,384 233,508 0.07% 0.06% 13 +221,377 15.44% Q4 2025 Feb 10, 2026
Cerity Partners OCIO LLC History Added to 1,596,998 225,272 12.46% 10.7% 14 +74,534 4.9% Q4 2025 Feb 11, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 1,595,000 224,990 7.51% 8.09% 15 0 0.0% Q4 2025 Feb 05, 2026
UBS Group AG History Reduced 1,546,824 218,194 0.04% 0.03% 16 -43,454 -2.73% Q4 2025 Jan 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,428,931 201,564 11.11% 11.44% 17 +75,303 5.56% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,326,577 187,127 0.06% 0.03% 18 +633,010 91.27% Q4 2025 Feb 18, 2026
Align Financial, LLC History New 173,877 173,877 0.1% 19 +173,877 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,208,839 170,518 0.03% 0.03% 20 +91,036 8.14% Q4 2025 Feb 13, 2026
Bain Capital Public Equity, LP History New 1,156,202 163,093 96.4% 21 +1,156,202 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,143,205 161,260 0.04% 0.04% 22 +108,304 10.47% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 1,107,069 156,163 0.31% 0.03% 23 +1,017,158 1131.29% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,025,743 144,691 0.26% 0.53% 24 -937,299 -47.75% Q4 2025 Mar 16, 2026
NEPC LLC History Added to 930,776 131,295 2.8% 2.74% 25 +174,998 23.15% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 920,278 129,814 0.18% 0.05% 26 +663,894 258.95% Q4 2025 Feb 13, 2026
Vernal Point Advisors, LLC History Added to 898,109 126,687 52.24% 48.16% 27 +87,714 10.82% Q4 2025 Feb 13, 2026
BARINGS LLC History Added to 884,856 124,817 2.3% 2.13% 28 +73,344 9.04% Q4 2025 Feb 12, 2026
DC Investments Management, LLC History Added to 832,746 117,467 51.95% 44.14% 29 +60,521 7.84% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 823,182 116,118 0.49% 0.46% 30 +55,232 7.19% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 784,617 110,678 2.85% 2.67% 31 +28,967 3.83% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Added to 767,079 108,204 0.12% 0.12% 32 +24,521 3.3% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Added to 734,752 103,644 1.1% 0.81% 33 +196,569 36.52% Q4 2025 Feb 10, 2026
Zhang Financial LLC History Added to 716,978 101,136 3.77% 3.99% 34 +4,358 0.61% Q4 2025 Feb 10, 2026
Madrone Advisors, LLC History Added to 695,893 98,162 6.07% 2.98% 35 +255,877 58.15% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 693,080 97,767 0.12% 0.13% 36 -13,035 -1.85% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 688,613 97,139 0.13% 0.14% 37 +40,565 6.26% Q4 2025 Mar 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 678,248 95,661 0.02% 0.02% 38 -4,736 -0.69% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 666,172 93,970 0.01% 0.01% 39 -134,170 -16.76% Q4 2025 Mar 25, 2026
JANE STREET GROUP, LLC History Added to 659,691 93,056 0.01% 0.0% 40 +598,588 979.64% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 645,271 91,021 0.08% 0.06% 41 +184,110 39.92% Q4 2025 Feb 17, 2026
Wind River Trust Co History Reduced 637,337 89,902 33.57% 35.76% 42 -64,460 -9.18% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Reduced 609,724 86,007 0.13% 0.14% 43 -567 -0.09% Q4 2025 Feb 11, 2026
TIFF ADVISORY SERVICES, LLC History Added to 604,720 85,301 14.68% 14.27% 44 +107,273 21.56% Q4 2025 Feb 09, 2026
Sageworth Trust Co History Reduced 580,227 81,846 3.51% 3.74% 45 -2,158 -0.37% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Added to 578,013 81,534 0.09% 0.09% 46 +6,222 1.09% Q4 2025 Feb 06, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 572,306 80,729 3.01% 3.21% 47 -14,047 -2.4% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 550,970 77,719 0.08% 0.13% 48 -271,650 -33.02% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 531,229 74,935 0.03% 0.01% 49 +417,679 367.84% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Added to 529,316 74,665 0.73% 0.73% 50 +13,026 2.52% Q4 2025 Feb 13, 2026
Nearwater Capital Markets, Ltd History New 527,500 74,409 1.27% 51 +527,500 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 509,119 71,816 0.0% 0.0% 52 -28,916 -5.37% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 503,183 70,979 1.23% 1.51% 53 +30,163 6.38% Q4 2025 Feb 09, 2026
Inscription Capital, LLC History Added to 496,930 70,096 7.2% 6.94% 54 +29,899 6.4% Q4 2025 Jan 29, 2026
EVOKE WEALTH, LLC History Added to 478,189 67,453 1.26% 1.3% 55 +11,065 2.37% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 472,525 66,654 0.09% 0.08% 56 +22,080 4.9% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 452,807 63,872 0.34% 0.34% 57 0 0.0% Q4 2025 Jan 13, 2026
TLT Family Holdco ULC History Reduced 451,000 63,618 6.98% 6.35% 58 -54,000 -10.69% Q4 2025 Feb 13, 2026
Battery Global Advisors, LLC History Added to 188,437 63,177 29.27% 0.24% 59 +184,667 4898.33% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 441,780 62,317 0.0% 0.0% 60 +245,684 125.29% Q4 2025 Feb 12, 2026
BIP Wealth, LLC History Added to 404,446 57,051 2.01% 2.17% 61 +85,571 26.84% Q4 2025 Jan 21, 2026
Yarbrough Capital, LLC History No change 390,377 55,066 1.71% 1.67% 62 0 0.0% Q4 2025 Jan 14, 2026
Focus Partners Wealth History Added to 382,850 54,004 0.06% 0.05% 63 +161,665 73.09% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 373,005 52,616 0.07% 0.01% 64 +292,618 364.01% Q4 2025 Feb 02, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 371,400 52,389 0.37% 0.26% 65 +120,200 47.85% Q4 2025 Feb 17, 2026
3EDGE Asset Management, LP History Reduced 370,065 52,201 2.71% 5.5% 66 -337,363 -47.69% Q4 2025 Feb 06, 2026
Creative Planning History Added to 368,786 52,020 0.04% 0.04% 67 +34,816 10.42% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 367,043 51,775 0.02% 0.0% 68 +322,242 719.27% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 366,039 51,633 0.01% 69 +366,039 New Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 364,403 51,402 0.14% 0.15% 70 -23,350 -6.02% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 331,788 46,802 0.97% 1.9% 71 +251,424 312.86% Q4 2025 Feb 17, 2026
Global Endowment Management, LP History Added to 329,171 46,433 5.8% 5.43% 72 +14,420 4.58% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 324,300 45,745 0.52% 0.48% 73 +29,341 9.95% Q4 2025 Jan 20, 2026
BRIGHTON JONES LLC History Added to 315,207 44,463 1.64% 0.99% 74 +15,533 5.18% Q4 2025 Jan 27, 2026
Alta Advisers Ltd History Added to 413,611 43,376 15.72% 4.69% 75 +263,956 176.38% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 298,212 42,065 0.03% 0.02% 76 +59,019 24.67% Q4 2025 Feb 17, 2026
WJ Interests, LLC History Reduced 286,077 40,353 17.36% 17.78% 77 -33,331 -10.44% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 281,479 39,705 0.1% 0.09% 78 +37,115 15.19% Q4 2025 Feb 13, 2026
Prentice Wealth Management LLC History Added to 280,682 39,592 9.05% 9.06% 79 +13,874 5.2% Q4 2025 Jan 30, 2026
Topor & Co. Korea History New 266,915 37,651 28.37% 80 +266,915 New Q4 2025 Feb 26, 2026
McKinley Carter Wealth Services, Inc. History Reduced 256,654 36,203 2.02% 2.33% 81 -65,508 -20.33% Q4 2025 Feb 06, 2026
SIMON QUICK ADVISORS, LLC History Reduced 253,333 35,735 1.56% 1.87% 82 -46,945 -15.63% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 244,957 34,557 0.05% 0.05% 83 -1,689 -0.68% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 243,900 34,404 0.05% 0.06% 84 +7,862 3.33% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 241,914 34,125 0.05% 0.05% 85 +23,361 10.69% Q4 2025 Feb 05, 2026
UNIVERSITY OF CHICAGO History No change 239,037 33,718 16.31% 16.1% 86 0 0.0% Q4 2025 Feb 06, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 218,049 30,757 0.09% 0.08% 87 +23,719 12.21% Q4 2025 Jan 26, 2026
Ethos Financial Group, LLC History Added to 215,288 30,368 2.24% 2.26% 88 +6,125 2.93% Q4 2025 Jan 20, 2026
RETIREMENT CAPITAL STRATEGIES History Reduced 214,355 30,236 11.21% 12.34% 89 -19,107 -8.18% Q4 2025 Feb 13, 2026
SELDON CAPITAL LP History No change 213,135 30,064 10.41% 10.32% 90 0 0.0% Q4 2025 Feb 17, 2026
THREADGILL FINANCIAL, LLC History Added to 212,006 29,919 12.32% 0.94% 91 +197,919 1404.98% Q4 2025 Jan 08, 2026
MATHER GROUP, LLC. History Reduced 206,277 29,097 0.3% 0.29% 92 -4,727 -2.24% Q4 2025 Jan 13, 2026
FSM Wealth Advisors, LLC History Added to 201,861 28,474 3.89% 3.7% 93 +12,066 6.36% Q4 2025 Jan 23, 2026
GoalFusion Wealth Management, LLC History Added to 199,156 28,092 12.99% 13.01% 94 +1,453 0.73% Q4 2025 Jan 06, 2026
Accredited Investors Inc. History Reduced 197,095 27,802 1.48% 1.55% 95 -4,100 -2.04% Q4 2025 Feb 05, 2026
Mesirow Financial Investment Management, Inc. History Reduced 191,008 26,943 0.55% 0.49% 96 -7,841 -3.94% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 189,115 26,677 0.07% 0.08% 97 -10,234 -5.13% Q4 2025 Feb 05, 2026
Weil Company, Inc. History Reduced 188,836 26,637 6.13% 6.32% 98 -1,710 -0.9% Q4 2025 Jan 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 188,351 26,568 0.34% 0.35% 99 +793 0.42% Q4 2025 Feb 09, 2026
Compass Advisory Group LLC History Added to 188,120 26,536 7.17% 7.19% 100 +2,139 1.15% Q4 2025 Jan 21, 2026
Lanham O'Dell & Company, Inc. History Added to 183,744 25,918 7.46% 6.26% 101 +41,122 28.83% Q4 2025 Jan 12, 2026
Heritage Wealth Advisors History No change 178,346 25,157 0.96% 1.08% 102 0 0.0% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 178,262 25,145 0.01% 0.01% 103 +14,267 8.7% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 178,034 25,102 0.13% 0.07% 104 +95,360 115.34% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 174,686 24,641 0.0% 0.0% 105 -1,662 -0.94% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 171,877 24,244 0.01% 0.0% 106 +128,229 293.78% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Reduced 171,068 24,130 0.3% 0.32% 107 -3,481 -1.99% Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Reduced 170,823 24,096 0.02% 0.02% 108 -12,186 -6.66% Q4 2025 Feb 13, 2026
AA Financial Advisors, LLC History Reduced 170,719 24,081 4.45% 4.97% 109 -12,808 -6.98% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Reduced 173,782 24,009 0.07% 0.08% 110 -4,940 -2.76% Q4 2025 Feb 10, 2026
Wealth Architects, LLC History Added to 166,316 23,460 2.11% 2.12% 111 +3,614 2.22% Q4 2025 Feb 17, 2026
Intelligent Financial Strategies History Reduced 165,015 23,277 11.19% 11.28% 112 -3,135 -1.86% Q4 2025 Jan 26, 2026
Evelyn Partners Asset Management Ltd History Reduced 163,069 23,002 5.4% 6.49% 113 -45,539 -21.83% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 161,921 22,840 0.11% 0.08% 114 +49,186 43.63% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 158,235 22,320 0.18% 0.26% 115 -209,325 -56.95% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 155,301 21,906 0.17% 0.17% 116 -2,241 -1.42% Q4 2025 Feb 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 155,000 21,864 1.24% 117 +155,000 New Q4 2025 Feb 11, 2026
BERNZOTT CAPITAL ADVISORS History Added to 154,124 21,740 10.34% 2.04% 118 +122,752 391.28% Q4 2025 Feb 03, 2026
Summit Trail Advisors, LLC History Added to 149,078 21,028 0.36% 0.22% 119 +33,175 28.62% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 146,707 20,694 0.1% 120 +146,707 New Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History New 143,700 20,270 0.16% 121 +143,700 New Q4 2025 Feb 11, 2026
Pacific Park Financial, Inc. History New 143,603 20,256 12.65% 122 +143,603 New Q4 2025 Jan 30, 2026
St. Louis Trust Co History Added to 140,983 19,886 2.28% 2.28% 123 +8,114 6.11% Q4 2025 Feb 09, 2026
Systelligence, LLC History Added to 140,754 19,854 3.78% 3.63% 124 +1,759 1.27% Q4 2025 Jan 22, 2026
Coyle Financial Counsel LLC History Added to 140,407 19,805 4.23% 4.31% 125 +4,862 3.59% Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Added to 137,031 19,329 1.04% 1.06% 126 +633 0.46% Q4 2025 Jan 12, 2026
Wealthfront Advisers LLC History Added to 134,831 19,019 0.04% 0.04% 127 +10,894 8.79% Q4 2025 Jan 30, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 133,618 18,848 10.16% 10.17% 128 +4,877 3.79% Q4 2025 Jan 29, 2026
VANGUARD GROUP INC History Reduced 128,295 18,097 0.0% 0.0% 129 -66 -0.05% Q4 2025 Jan 29, 2026
Legal & General Group Plc History Reduced 127,945 18,046 0.0% 0.0% 130 -10,450 -7.55% Q4 2025 Feb 09, 2026
Red Wave Investments LLC History Added to 123,609 17,436 5.19% 5.21% 131 +336 0.27% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 122,847 17,328 0.2% 0.16% 132 +56,888 86.25% Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Added to 119,724 16,998 0.64% 0.95% 133 +8,385 7.53% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Reduced 120,291 16,968 0.82% 0.82% 134 -3,480 -2.81% Q4 2025 Jan 20, 2026
DORVAL Corp History Reduced 117,805 16,617 5.3% 5.47% 135 -2,108 -1.76% Q4 2025 Jan 26, 2026
M&T BANK CORP History Added to 116,904 16,490 0.05% 0.05% 136 +138 0.12% Q4 2025 Jan 30, 2026
New England Private Wealth Advisors LLC History Added to 114,859 16,202 2.02% 2.08% 137 +508 0.44% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 107,700 15,192 0.0% 0.0% 139 -81,100 -42.96% Q4 2025 Feb 17, 2026
FMR LLC History Added to 107,702 15,192 0.0% 0.0% 138 +1,944 1.84% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 107,162 15,116 0.05% 0.04% 140 +49,991 87.44% Q4 2025 Feb 18, 2026
Three Bridge Wealth Advisors, LLC History Added to 105,364 14,862 3.92% 3.72% 141 +745 0.71% Q4 2025 Feb 10, 2026
CONSILIO WEALTH ADVISORS, LLC History New 105,322 14,856 4.35% 142 +105,322 New Q4 2025 Mar 19, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 103,559 14,608 0.02% 0.03% 143 -8,373 -7.48% Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History Added to 103,394 14,585 0.02% 0.01% 144 +37,532 56.99% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Reduced 102,744 14,493 0.05% 0.04% 145 -261 -0.25% Q4 2025 Feb 13, 2026
Foster Group, Inc. History Reduced 102,191 14,415 0.44% 0.45% 146 -2,648 -2.53% Q4 2025 Jan 12, 2026
Beacon Pointe Advisors, LLC History Added to 101,670 14,341 0.1% 0.08% 147 +33,084 48.24% Q4 2025 Feb 18, 2026
HB Wealth Management, LLC History Reduced 101,438 14,308 0.09% 0.1% 148 -1,955 -1.89% Q4 2025 Jan 28, 2026
Humankind Investments LLC History No change 101,000 14,247 6.39% 3.19% 149 0 0.0% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 100,980 14,244 0.06% 0.05% 150 -346 -0.34% Q4 2025 Jan 29, 2026
SummitTX Capital, L.P. History New 100,910 14,234 0.43% 151 +100,910 New Q4 2025 Feb 17, 2026
Rathbones Group PLC History Added to 99,639 14,055 0.06% 0.05% 152 +3,405 3.54% Q4 2025 Feb 06, 2026
Jasper Ridge Partners, L.P. History Added to 99,606 14,050 0.31% 0.22% 153 +29,513 42.11% Q4 2025 Feb 12, 2026
Sivia Capital Partners, LLC History Added to 98,902 13,951 2.82% 3.59% 154 +6,535 7.08% Q4 2025 Feb 10, 2026
Amitell Capital Pte Ltd History New 97,540 13,758 15.38% 155 +97,540 New Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History Added to 94,473 13,615 0.88% 0.88% 156 +2,897 3.16% Q4 2025 Jan 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 96,266 13,579 0.75% 0.76% 157 -1,384 -1.42% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Added to 95,983 13,544 0.15% 0.13% 158 +14,744 18.15% Q4 2025 Feb 02, 2026
Gotham Asset Management, LLC History Added to 95,985 13,539 0.05% 0.05% 159 +10,310 12.03% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 93,687 13,215 0.04% 0.04% 160 -6,513 -6.5% Q4 2025 Feb 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 90,377 13,026 0.02% 0.02% 161 +5,427 6.39% Q4 2025 Jan 08, 2026
Orcam Financial Group History Added to 92,028 12,981 9.73% 10.13% 162 +954 1.05% Q4 2025 Feb 06, 2026
Disciplina Capital Management LLC History Reduced 90,898 12,822 1.47% 1.53% 163 -583 -0.64% Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 89,482 12,704 0.16% 0.16% 164 +694 0.78% Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Reduced 89,996 12,694 0.14% 0.19% 165 -6,619 -6.85% Q4 2025 Feb 03, 2026
Choate Investment Advisors History Added to 89,193 12,581 0.25% 0.25% 166 +1,812 2.07% Q4 2025 Feb 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 88,053 12,420 0.52% 0.47% 167 +7,135 8.82% Q4 2025 Feb 09, 2026
Wealth Management Nebraska History Reduced 87,636 12,362 1.41% 1.67% 168 -14,019 -13.79% Q4 2025 Jan 28, 2026
NYL Investors LLC History Reduced 87,577 12,353 4.2% 3.98% 169 -232 -0.26% Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History Added to 87,139 12,291 0.32% 0.23% 170 +31,519 56.67% Q4 2025 Feb 02, 2026
Lighthouse Investment Partners, LLC History Reduced 86,830 12,248 0.37% 0.45% 171 -21,500 -19.85% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 85,897 12,116 0.08% 0.06% 172 +20,514 31.38% Q4 2025 Feb 12, 2026
Frisch Financial Group, Inc. History Reduced 85,704 12,089 2.71% 2.77% 173 -581 -0.67% Q4 2025 Feb 06, 2026
Aspen Grove Capital, LLC History Reduced 84,327 11,897 2.06% 1.96% 174 -184 -0.22% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 83,689 11,805 0.02% 0.01% 175 +37,361 80.64% Q4 2025 Feb 10, 2026
WBH ADVISORY INC History Reduced 83,366 11,759 0.87% 0.91% 176 -3,084 -3.57% Q4 2025 Jan 26, 2026
Long Island Wealth Management, Inc. History Added to 82,584 11,649 5.51% 5.47% 177 +1,020 1.25% Q4 2025 Jan 21, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 81,970 11,562 0.36% 0.29% 178 +8,460 11.51% Q4 2025 Jan 13, 2026
Hirtle Callaghan & Co LLC History No change 81,707 11,525 0.39% 0.4% 179 0 0.0% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 80,119 11,301 0.06% 0.06% 180 +5,183 6.92% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 77,269 10,899 0.04% 181 +77,269 New Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 75,748 10,685 1.8% 182 +75,748 New Q4 2025 Feb 12, 2026
Compass Ion Advisors, LLC History Added to 75,348 10,628 1.01% 0.96% 183 +2,758 3.8% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 73,165 10,320 0.06% 0.07% 184 +980 1.36% Q4 2025 Feb 17, 2026
Sarasin & Partners LLP History Added to 71,903 10,142 0.11% 0.05% 185 +31,490 77.92% Q4 2025 Jan 08, 2026
Comprehensive Wealth Management, LLC History Added to 70,774 9,983 5.89% 2.93% 186 +40,805 136.16% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 70,610 9,960 0.08% 0.08% 187 +13,847 24.39% Q4 2025 Feb 17, 2026
Seven Post Investment Office LP History Added to 70,500 9,944 3.56% 3.49% 188 +171 0.24% Q4 2025 Jan 29, 2026
Joel Isaacson & Co., LLC History Added to 69,802 9,846 0.33% 0.33% 189 +3,874 5.88% Q4 2025 Jan 30, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 69,690 9,830 1.87% 2.47% 190 -22,726 -24.59% Q4 2025 Feb 13, 2026
Financial Symmetry Inc History Reduced 66,339 9,357 3.82% 4.12% 191 -407 -0.61% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 64,105 9,042 0.1% 0.07% 192 +30,321 89.75% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Added to 63,295 8,928 0.32% 0.32% 193 +1,664 2.7% Q4 2025 Jan 27, 2026
SYM FINANCIAL Corp History Added to 62,733 8,849 0.91% 0.91% 194 +1,325 2.16% Q4 2025 Feb 13, 2026
Addison Capital Co History Reduced 62,449 8,809 2.2% 2.56% 195 -488 -0.78% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History No change 60,988 8,602 0.03% 0.03% 196 0 0.0% Q4 2025 Jan 15, 2026
CITADEL ADVISORS LLC History Reduced 59,867 8,444 0.0% 0.0% 197 -23,963 -28.59% Q4 2025 Feb 17, 2026
Secure Asset Management, LLC History Added to 59,563 8,401 1.31% 0.94% 198 +18,159 43.86% Q4 2025 Jan 20, 2026
STEPHENS INC /AR/ History Added to 59,357 8,372 0.1% 0.09% 199 +7,033 13.44% Q4 2025 Feb 05, 2026
Capital Group Private Client Services, Inc. History Added to 58,943 8,314 0.13% 0.12% 200 +6,922 13.31% Q4 2025 Feb 11, 2026
PDS Planning, Inc History Added to 58,050 8,188 0.55% 0.54% 201 +1,473 2.6% Q4 2025 Jan 26, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 57,826 8,156 2.19% 2.08% 202 +3,526 6.49% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 57,517 8,113 0.04% 0.04% 203 +3,008 5.52% Q4 2025 Jan 29, 2026
Vestwell Advisors, LLC History Reduced 57,433 8,101 1.2% 1.76% 204 -300,768 -83.97% Q4 2025 Feb 13, 2026
American National Bank of Texas History Reduced 56,566 7,979 7.66% 7.71% 205 -2,835 -4.77% Q4 2025 Jan 08, 2026
FIDUCIARY TRUST CO History Reduced 56,198 7,927 0.09% 0.09% 206 -750 -1.32% Q4 2025 Feb 13, 2026
Barry Investment Advisors, LLC History Reduced 56,089 7,911 1.76% 1.83% 207 -1,536 -2.67% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Added to 55,537 7,833 0.15% 0.11% 208 +18,294 49.12% Q4 2025 Jan 21, 2026
Waldron Private Wealth LLC History Added to 55,508 7,830 0.31% 0.29% 209 +2,700 5.11% Q4 2025 Jan 14, 2026
MYECFO, LLC History Added to 55,292 7,799 3.31% 3.42% 210 +728 1.33% Q4 2025 Jan 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 54,908 7,745 0.86% 211 +54,908 New Q4 2025 Feb 13, 2026
Westmount Partners, LLC History Added to 54,530 7,692 1.92% 1.92% 212 +779 1.45% Q4 2025 Jan 15, 2026
Heritage Investment Group, Inc. History Added to 54,254 7,653 1.16% 1.14% 213 +2,705 5.25% Q4 2025 Jan 30, 2026
Investments & Financial Planning, LLC History Reduced 54,138 7,636 4.1% 4.48% 214 -6,023 -10.01% Q4 2025 Feb 23, 2026
RWA WEALTH PARTNERS, LLC History Added to 53,517 7,549 0.08% 0.08% 215 +2,471 4.84% Q4 2025 Feb 12, 2026
Banco Santander, S.A. History New 51,995 7,334 0.05% 216 +51,995 New Q4 2025 Feb 13, 2026
Betterment LLC History Added to 51,615 7,281 0.01% 0.01% 217 +18,888 57.71% Q4 2025 Feb 12, 2026
Intergy Private Wealth, LLC History Added to 51,397 7,250 2.19% 2.2% 218 +403 0.79% Q4 2025 Jan 22, 2026
SECURITY NATIONAL BANK OF SO DAK History Added to 51,217 7,224 3.56% 2.86% 219 +9,942 24.09% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 50,899 7,179 0.01% 0.01% 220 +7,024 16.01% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Reduced 50,732 7,156 0.19% 0.23% 221 -40,264 -44.25% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 50,667 7,147 0.06% 0.07% 222 -2,449 -4.61% Q4 2025 Jan 26, 2026
Galilei Investment Office LLP History Reduced 50,525 7,127 3.36% 3.64% 223 -4,375 -7.97% Q4 2025 Feb 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 50,365 7,104 1.42% 1.43% 224 -1 -0.0% Q4 2025 Jan 27, 2026
NWF Advisory Services Inc. History Added to 50,327 7,099 0.78% 0.76% 225 +296 0.59% Q4 2025 Mar 03, 2026
Dorsey & Whitney Trust CO LLC History No change 50,305 7,096 0.38% 0.37% 226 0 0.0% Q4 2025 Feb 11, 2026
FIFTH THIRD SECURITIES, INC. History Added to 50,173 7,077 0.46% 0.47% 227 +509 1.02% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Added to 50,117 7,070 0.02% 0.02% 228 +3,914 8.47% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 50,034 7,057 0.08% 0.06% 229 +12,552 33.49% Q4 2025 Feb 06, 2026
Lakewood Asset Management LLC History Added to 49,667 7,006 4.12% 4.05% 230 +1,099 2.26% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Added to 48,151 6,978 0.59% 0.55% 231 +4,171 9.48% Q4 2025 Jan 20, 2026
SB Capital Management Inc History New 48,739 6,875 2.52% 232 +48,739 New Q4 2025 Feb 20, 2026
JENNISON ASSOCIATES LLC History Added to 48,281 6,810 0.0% 0.0% 233 +42,918 800.26% Q4 2025 Jan 30, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 47,782 6,740 0.78% 0.82% 234 +748 1.59% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 46,725 6,706 0.23% 0.21% 235 +5,006 12.0% Q4 2025 Jan 08, 2026
Apollon Wealth Management, LLC History Added to 47,104 6,644 0.12% 0.11% 236 +572 1.23% Q4 2025 Jan 22, 2026
Valeo Financial Advisors, LLC History Added to 46,916 6,617 0.15% 0.15% 237 +598 1.29% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Reduced 46,762 6,596 0.12% 0.14% 238 -1,846 -3.8% Q4 2025 Jan 16, 2026
IEQ CAPITAL, LLC History Added to 46,750 6,594 0.02% 0.02% 239 +341 0.73% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Reduced 46,675 6,584 0.24% 0.27% 240 -7,513 -13.86% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 45,773 6,456 0.24% 0.24% 241 +2,147 4.92% Q4 2025 Feb 06, 2026
ICONIQ Capital, LLC History Reduced 44,785 6,317 0.1% 0.08% 242 -1,804 -3.87% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 44,483 6,274 0.07% 0.06% 243 -1,819 -3.93% Q4 2025 Feb 13, 2026
Harpswell Capital Advisors, LLC History Added to 44,276 6,245 4.95% 5.27% 244 +4,132 10.29% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 44,137 6,225 0.09% 0.1% 245 0 0.0% Q4 2025 Jan 22, 2026
Destiny Wealth Partners, LLC History Reduced 42,377 6,180 0.71% 0.73% 246 -775 -1.8% Q4 2025 Feb 03, 2026
Donor Advised Charitable Giving, Inc. History No change 43,400 6,122 0.14% 0.12% 247 0 0.0% Q4 2025 Jan 23, 2026
Breakwater Investment Management History Reduced 42,710 6,024 2.18% 2.19% 248 -358 -0.83% Q4 2025 Feb 02, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 42,298 5,966 0.75% 0.94% 249 -8,720 -17.09% Q4 2025 Feb 13, 2026
Arbor Investment Advisors, LLC History Reduced 41,918 5,912 0.78% 0.74% 250 -213 -0.51% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Reduced 41,274 5,822 0.02% 0.03% 251 -356 -0.86% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 41,097 5,797 0.02% 0.01% 252 +6,647 19.29% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 40,848 5,761 0.09% 0.05% 253 +18,192 80.3% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 40,615 5,729 0.03% 0.03% 254 +2,534 6.65% Q4 2025 Feb 13, 2026
Ironwood Financial, llc History Added to 39,439 5,728 0.97% 0.87% 255 +3,819 10.72% Q4 2025 Jan 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 40,596 5,726 0.0% 0.0% 256 +9,428 30.25% Q4 2025 Feb 17, 2026
SNS Financial Group, LLC History Reduced 40,136 5,661 0.49% 0.49% 257 -835 -2.04% Q4 2025 Feb 02, 2026
CURA WEALTH ADVISORS, LLC History Added to 40,078 5,653 2.14% 1.9% 258 +3,988 11.05% Q4 2025 Jan 23, 2026
PLANNING DIRECTIONS INC History Reduced 39,977 5,639 2.84% 2.94% 259 -923 -2.26% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 39,960 5,636 0.12% 0.11% 260 +70 0.18% Q4 2025 Feb 17, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 39,878 5,625 1.03% 1.09% 261 -1,882 -4.51% Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Added to 39,853 5,621 0.07% 0.06% 262 +5,390 15.64% Q4 2025 Jan 26, 2026
Caprock Group, LLC History Reduced 39,691 5,598 0.12% 0.13% 263 -741 -1.83% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Reduced 39,328 5,547 0.08% 0.08% 264 -866 -2.15% Q4 2025 Feb 09, 2026
Venture Visionary Partners LLC History Added to 39,276 5,540 0.18% 0.09% 265 +20,763 112.15% Q4 2025 Feb 13, 2026
Northstar Group, Inc. History Added to 38,809 5,474 0.75% 0.75% 266 +1,216 3.23% Q4 2025 Feb 13, 2026
NavPoint Financial, Inc. History Reduced 38,514 5,432 2.32% 2.94% 267 -2,235 -5.48% Q4 2025 Jan 20, 2026
VVR Holdings LLC History New 37,900 5,346 2.78% 268 +37,900 New Q4 2025 Feb 11, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 37,793 5,331 0.11% 0.1% 269 +2,274 6.4% Q4 2025 Feb 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 37,702 5,318 0.96% 0.98% 270 -17 -0.05% Q4 2025 Jan 14, 2026
Hegarty Advisors, LLC History New 37,597 5,303 4.6% 271 +37,597 New Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 37,452 5,282 0.02% 0.01% 272 +18,602 98.68% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History Reduced 35,979 5,075 0.69% 0.69% 273 -887 -2.41% Q4 2025 Feb 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 35,781 5,047 2.2% 2.32% 274 -868 -2.37% Q4 2025 Jan 29, 2026
Merited Wealth, LLC History New 35,642 5,027 4.66% 275 +35,642 New Q4 2025 Mar 26, 2026
Baker Ellis Asset Management LLC History Reduced 35,620 5,024 0.6% 0.62% 276 -900 -2.46% Q4 2025 Jan 21, 2026
Parallel Advisors, LLC History Reduced 34,785 4,906 0.09% 0.09% 277 -896 -2.51% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 34,495 4,898 0.01% 0.03% 278 -80,137 -69.91% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 34,689 4,893 0.03% 0.03% 279 -8,705 -20.06% Q4 2025 Feb 12, 2026
Novak & Powell Financial Services, Inc. History Added to 34,607 4,881 2.55% 2.25% 280 +3,601 11.61% Q4 2025 Feb 10, 2026
Diversified Trust Co History Added to 34,592 4,879 0.09% 0.09% 281 +77 0.22% Q4 2025 Jan 09, 2026
Stokes Family Office, LLC History Reduced 34,387 4,850 0.44% 0.52% 282 -5,117 -12.95% Q4 2025 Feb 18, 2026
CWM, LLC History Added to 33,852 4,775 0.01% 0.01% 283 +3,814 12.7% Q4 2025 Jan 26, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 33,592 4,738 0.02% 0.0% 284 +29,006 632.49% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Added to 33,440 4,717 0.09% 0.11% 285 +467 1.42% Q4 2025 Feb 13, 2026
Affiance Financial, LLC History Reduced 33,179 4,680 0.75% 0.83% 286 -4 -0.01% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 32,435 4,575 0.05% 0.05% 287 -123 -0.38% Q4 2025 Jan 21, 2026
Greenline Partners, LLC History Reduced 32,430 4,574 0.52% 0.54% 288 -31 -0.1% Q4 2025 Feb 17, 2026
EQUITY INVESTMENT CORP History Added to 32,280 4,553 0.09% 0.09% 289 +252 0.79% Q4 2025 Feb 12, 2026
BBR PARTNERS, LLC History Added to 31,906 4,500 0.24% 0.17% 290 +10,340 47.95% Q4 2025 Feb 11, 2026
LongView Wealth Management History Added to 30,871 4,483 1.08% 0.98% 291 +4,564 17.35% Q4 2025 Jan 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 31,481 4,440 0.06% 0.08% 292 -9,143 -22.51% Q4 2025 Jan 30, 2026
Endowment Wealth Management, Inc. History Added to 31,483 4,440 2.04% 1.9% 293 +1,160 3.83% Q4 2025 Feb 09, 2026
Van Cleef Asset Management,Inc History No change 31,471 4,439 0.45% 0.44% 294 0 0.0% Q4 2025 Feb 09, 2026
Mayflower Financial Advisors, LLC History Added to 31,287 4,413 0.53% 0.53% 295 +417 1.35% Q4 2025 Jan 13, 2026
Mutual Advisors, LLC History Added to 31,098 4,386 0.09% 0.09% 296 +3,114 11.13% Q4 2025 Feb 02, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 30,252 4,267 0.08% 0.08% 297 +1,519 5.29% Q4 2025 Jan 23, 2026
MANCHESTER FINANCIAL INC History Reduced 29,786 4,201 0.79% 0.89% 298 -2,573 -7.95% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 29,763 4,198 0.02% 299 +29,763 New Q4 2025 Feb 18, 2026
BANK HAPOALIM BM History Added to 29,453 4,155 0.36% 0.37% 300 +7,782 35.91% Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Added to 29,445 4,130 0.37% 0.37% 301 +50 0.17% Q4 2025 Jan 28, 2026
Royal Fund Management, LLC History Added to 29,227 4,127 0.38% 0.33% 302 +9,119 45.35% Q4 2025 Jan 15, 2026
Pinnacle Financial Partners, Inc. History New 29,000 4,091 0.03% 303 +29,000 New Q4 2025 Feb 18, 2026
Ameliora Wealth Management Ltd. History Added to 28,948 4,083 1.24% 0.14% 304 +25,843 832.3% Q4 2025 Jan 21, 2026
Capital International Investors History Added to 28,748 4,081 0.0% 0.0% 305 +3,222 12.62% Q4 2025 Feb 11, 2026
London & Capital Asset Management Ltd History Added to 28,463 4,014 0.04% 0.27% 306 +1,210 4.44% Q4 2025 Feb 17, 2026
Financial Plan, Inc. History New 28,198 3,977 0.46% 307 +28,198 New Q4 2025 Jan 28, 2026
Neumann Capital Management, LLC History Reduced 27,986 3,947 1.14% 1.14% 308 -330 -1.17% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 29,120 3,944 0.1% 0.07% 309 +744 2.62% Q4 2025 Feb 11, 2026
XY Planning Network, Inc. History Added to 27,941 3,941 0.69% 0.58% 310 +14,703 111.07% Q4 2025 Jan 26, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 27,798 3,921 0.55% 0.55% 311 0 0.0% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 27,794 3,881 0.01% 0.0% 312 +26,043 1487.32% Q4 2025 Feb 17, 2026
River Street Advisors LLC History Added to 27,336 3,856 1.44% 1.45% 313 +219 0.81% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History No change 27,309 3,852 0.05% 0.06% 314 0 0.0% Q4 2025 Feb 13, 2026
SilverOak Wealth Management LLC History Added to 27,273 3,847 0.6% 0.59% 315 +1,963 7.76% Q4 2025 Jan 28, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 25,920 3,834 1.47% 1.57% 316 +310 1.21% Q4 2025 Feb 12, 2026
McMill Wealth Management History Reduced 26,957 3,802 1.07% 1.34% 317 -7,226 -21.14% Q4 2025 Feb 23, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 26,392 3,722 1.69% 1.7% 318 +299 1.15% Q4 2025 Jan 26, 2026
Boxwood Ventures, Inc. History No change 26,192 3,694 3.72% 4.02% 319 0 0.0% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 25,868 3,648 0.18% 0.11% 320 +13,015 101.26% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 25,755 3,633 0.02% 0.02% 321 -3,330 -11.45% Q4 2025 Feb 11, 2026
Cogent Private Wealth, Inc. History New 25,721 3,628 2.76% 322 +25,721 New Q4 2025 Feb 10, 2026
Windsor Advisory Group, LLC History Added to 25,112 3,542 3.16% 2.91% 323 +1,220 5.11% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 25,084 3,538 0.22% 324 +25,084 New Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 24,905 3,513 0.07% 0.1% 325 -9,955 -28.56% Q4 2025 Jan 14, 2026
Tanager Wealth Management LLP History Added to 24,841 3,504 0.35% 0.36% 326 +66 0.27% Q4 2025 Jan 26, 2026
Whipplewood Advisors, LLC History Reduced 24,589 3,468 2.23% 2.25% 327 -216 -0.87% Q4 2025 Feb 17, 2026
Allie Family Office LLC History Reduced 24,357 3,435 1.6% 1.63% 328 -590 -2.37% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 24,344 3,433 0.25% 0.24% 329 -355 -1.44% Q4 2025 Feb 12, 2026
Blueprint Investment Partners LLC History Added to 24,031 3,389 0.36% 0.33% 330 +7,151 42.36% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Added to 24,031 3,389 0.52% 0.5% 331 +7,151 42.36% Q4 2025 Feb 13, 2026
FIDUCIENT ADVISORS LLC History Added to 23,703 3,343 0.41% 0.34% 332 +2,562 12.12% Q4 2025 Feb 10, 2026
Aspiring Ventures, LLC History Added to 23,442 3,306 1.12% 1.1% 333 +107 0.46% Q4 2025 Jan 27, 2026
South Shore Capital Advisors History New 23,302 3,286 2.4% 334 +23,302 New Q4 2025 Jan 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 22,523 3,177 0.01% 0.0% 335 +19,126 563.03% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Added to 22,434 3,164 0.05% 0.06% 336 +346 1.57% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Reduced 22,280 3,142 0.12% 0.1% 337 -494 -2.17% Q4 2025 Jan 30, 2026
AlphaCore Capital LLC History Added to 22,108 3,118 0.07% 0.1% 338 +297 1.36% Q4 2025 Feb 05, 2026
Coston, McIsaac & Partners History Reduced 22,004 3,103 0.72% 0.78% 339 -1,909 -7.98% Q4 2025 Feb 03, 2026
Wilson & Boucher Capital Management, LLC History Added to 21,609 3,048 2.0% 1.87% 340 +907 4.38% Q4 2025 Feb 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 21,582 3,044 0.06% 0.04% 341 +5,451 33.79% Q4 2025 Jan 07, 2026
Bangor Savings Bank History No change 21,500 3,032 0.24% 0.25% 342 0 0.0% Q4 2025 Jan 16, 2026
Pictet North America Advisors SA History Reduced 21,458 3,026 0.29% 0.28% 343 -151 -0.7% Q4 2025 Jan 16, 2026
FRANKLIN RESOURCES INC History Reduced 21,217 2,992 0.0% 0.0% 344 -201 -0.94% Q4 2025 Feb 11, 2026
Midwestern Financial, LLC /IA History Added to 20,713 2,921 2.42% 2.41% 345 +305 1.49% Q4 2025 Feb 06, 2026
Excelsior Advisor Network LLC History New 20,702 2,920 1.42% 346 +20,702 New Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 20,555 2,899 0.04% 0.01% 347 +11,170 119.02% Q4 2025 Feb 11, 2026
Hartmann Taylor Wealth Management, LLC History Added to 20,546 2,898 1.96% 1.92% 348 +1,110 5.71% Q4 2025 Jan 15, 2026
Symmetry Partners, LLC History Reduced 20,525 2,895 0.17% 0.31% 349 -206 -0.99% Q4 2025 Jan 27, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 20,018 2,851 0.64% 0.68% 350 +887 4.64% Q4 2025 Feb 04, 2026
BSW Wealth Partners History Added to 20,147 2,841 0.34% 0.33% 351 +1,122 5.9% Q4 2025 Jan 23, 2026
Coordinated Financial Services, Inc. History Added to 20,080 2,832 1.63% 0.33% 352 +16,352 438.63% Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 20,064 2,830 0.05% 0.05% 353 +629 3.24% Q4 2025 Jan 16, 2026
VestGen Advisors, LLC History Reduced 19,911 2,808 0.12% 0.09% 354 -6 -0.03% Q4 2025 Feb 17, 2026
Empire Life Investments Inc. History Added to 19,774 2,789 0.16% 0.08% 355 +9,471 91.92% Q4 2025 Feb 04, 2026
First Pacific Advisors, LP History Added to 19,743 2,784 0.04% 0.03% 356 +1,778 9.9% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 19,410 2,738 0.06% 0.06% 357 -1 -0.01% Q4 2025 Feb 04, 2026
West Family Investments, Inc. History Reduced 18,570 2,729 0.64% 93.77% 358 -718 -3.72% Q4 2025 Feb 11, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 19,266 2,717 0.28% 0.27% 359 +860 4.67% Q4 2025 Feb 12, 2026
Snowden Capital Advisors LLC History Added to 18,787 2,650 0.07% 0.07% 360 +203 1.09% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Reduced 18,631 2,628 0.08% 0.08% 361 -594 -3.09% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 18,605 2,624 0.05% 0.05% 362 +1,223 7.04% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 18,490 2,608 0.1% 0.1% 363 +457 2.53% Q4 2025 Jan 21, 2026
Fort Point Capital Partners LLC History Added to 17,833 2,584 0.29% 0.29% 364 +23 0.13% Q4 2025 Feb 13, 2026
HT Partners LLC History Reduced 18,110 2,554 0.76% 0.76% 365 -29 -0.16% Q4 2025 Jan 21, 2026
Colter Lewis Investment Partners LLC History New 17,302 2,440 2.82% 366 +17,302 New Q4 2025 Feb 17, 2026
Investment Planning Advisors, Inc. History Added to 17,214 2,428 0.71% 0.71% 367 +929 5.7% Q4 2025 Jan 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 17,186 2,424 0.08% 0.08% 368 +228 1.34% Q4 2025 Jan 12, 2026
CX Institutional History Added to 17,029 2,402 0.07% 0.07% 369 +80 0.47% Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Added to 17,022 2,401 0.09% 0.06% 370 +4,923 40.69% Q4 2025 Feb 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 17,000 2,398 0.03% 0.04% 371 0 0.0% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 16,930 2,388 0.0% 0.0% 372 -152 -0.89% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 16,913 2,385 0.45% 0.48% 373 +121 0.72% Q4 2025 Feb 09, 2026
Verus Financial Partners, Inc. History Reduced 16,277 2,373 0.22% 0.23% 374 -1,399 -7.91% Q4 2025 Feb 02, 2026
Creekside Partners History Added to 16,770 2,365 1.0% 0.84% 375 +2,865 20.6% Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 16,757 2,363 0.51% 1.16% 376 -19,229 -53.43% Q4 2025 Feb 02, 2026
Chicago Partners Investment Group LLC History Added to 16,186 2,350 0.06% 0.05% 377 +3,354 26.14% Q4 2025 Jan 28, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 16,560 2,335 0.29% 0.3% 378 0 0.0% Q4 2025 Jan 14, 2026
EWA, LLC History Reduced 16,499 2,327 0.57% 0.63% 379 -14 -0.08% Q4 2025 Feb 03, 2026
INNEALTA CAPITAL, LLC History Added to 16,394 2,312 1.25% 0.71% 380 +6,014 57.94% Q4 2025 Jan 30, 2026
HTG Investment Advisors, Inc. History Reduced 16,325 2,302 0.71% 0.82% 382 -1,294 -7.34% Q4 2025 Feb 02, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 16,323 2,302 0.42% 0.42% 381 +85 0.52% Q4 2025 Jan 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 16,310 2,300 0.05% 0.05% 383 -365 -2.19% Q4 2025 Feb 18, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 16,295 2,298 1.1% 1.07% 384 +423 2.67% Q4 2025 Jan 21, 2026
CFS Investment Advisory Services, LLC History Added to 16,123 2,274 0.17% 0.16% 385 +498 3.19% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Reduced 16,115 2,273 0.07% 0.07% 386 -236 -1.44% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 16,092 2,270 0.13% 0.6% 387 -83,412 -83.83% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Reduced 16,085 2,268 0.0% 0.0% 388 -100 -0.62% Q4 2025 Feb 12, 2026
Astoria Strategic Wealth, Inc. History Reduced 16,060 2,265 0.57% 0.57% 389 -293 -1.79% Q4 2025 Feb 05, 2026
Federation des caisses Desjardins du Quebec History Reduced 15,836 2,233 0.01% 0.01% 390 -2,580 -14.01% Q4 2025 Feb 12, 2026
CBM Financial, LLC History New 15,182 2,231 1.52% 391 +15,182 New Q4 2025 Feb 19, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 15,805 2,229 6.76% 392 +15,805 New Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History Added to 15,789 2,227 0.25% 0.16% 393 +7,152 82.81% Q4 2025 Feb 11, 2026
Efficient Advisors, LLC History Reduced 15,699 2,214 0.13% 0.13% 394 -1,239 -7.31% Q4 2025 Jan 21, 2026
Strategic Investment Solutions, Inc. /IL History Added to 15,585 2,199 0.53% 0.46% 395 +3,051 24.34% Q4 2025 Feb 27, 2026
180 WEALTH ADVISORS, LLC History Reduced 15,511 2,187 0.25% 0.26% 396 -115 -0.74% Q4 2025 Jan 09, 2026
SC&H Financial Advisors, Inc. History Added to 15,486 2,184 0.34% 0.33% 397 +747 5.07% Q4 2025 Jan 21, 2026
D.A. DAVIDSON & CO. History Added to 15,445 2,178 0.01% 0.01% 398 +43 0.28% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History Added to 15,387 2,170 0.02% 0.01% 399 +5,614 57.44% Q4 2025 Feb 12, 2026
Spire Wealth Management History Added to 15,078 2,126 0.07% 0.06% 400 +1,390 10.15% Q4 2025 Jan 14, 2026
AlTi Global, Inc. History No change 15,012 2,117 0.05% 0.05% 401 0 0.0% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 14,929 2,105 0.0% 0.01% 402 -40,581 -73.11% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 14,730 2,077 0.28% 403 +14,730 New Q4 2025 Feb 09, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 14,382 2,028 1.42% 1.49% 404 +370 2.64% Q4 2025 Feb 11, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 14,345 2,023 0.17% 0.18% 405 0 0.0% Q4 2025 Jan 30, 2026
Permanent Capital Management, LP History No change 14,345 2,023 0.39% 0.37% 406 0 0.0% Q4 2025 Jan 07, 2026
Vise Technologies, Inc. History Added to 14,259 2,011 0.04% 0.01% 407 +11,853 492.64% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 14,116 1,991 0.02% 0.01% 408 +9,696 219.37% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Added to 14,082 1,986 0.01% 0.01% 409 +687 5.13% Q4 2025 Feb 10, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 14,000 1,974 0.01% 0.01% 410 -600 -4.11% Q4 2025 Feb 17, 2026
Fingerlakes Wealth Management, Inc. History Reduced 13,994 1,973 1.25% 1.26% 411 -1 -0.01% Q4 2025 Feb 05, 2026
Silver Oak Advisory Group, Inc. History Added to 13,786 1,944 0.88% 0.86% 412 +51 0.37% Q4 2025 Feb 03, 2026
BRANDES INVESTMENT PARTNERS, LP History New 13,676 1,929 0.01% 413 +13,676 New Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 13,499 1,904 0.01% 0.01% 414 +2,018 17.58% Q4 2025 Feb 17, 2026
Redmond Asset Management, LLC History Added to 13,502 1,904 0.49% 0.45% 415 +171 1.28% Q4 2025 Feb 09, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 13,478 1,901 0.27% 0.17% 416 +5,309 64.99% Q4 2025 Jan 14, 2026
Portside Wealth Group, LLC History Reduced 13,246 1,868 0.25% 0.46% 417 -11,051 -45.48% Q4 2025 Jan 21, 2026
WADDELL & ASSOCIATES, LLC History No change 13,183 1,859 0.13% 0.15% 418 0 0.0% Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History Added to 13,143 1,853 1.34% 1.28% 419 +600 4.78% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 13,064 1,842 0.02% 0.02% 420 +12 0.09% Q4 2025 Jan 22, 2026
L.K. Benson & Company, P.C. History Added to 12,916 1,821 0.91% 0.87% 421 +1,133 9.62% Q4 2025 Feb 06, 2026
Texas Yale Capital Corp. History Added to 12,823 1,808 0.05% 0.06% 422 +18 0.14% Q4 2025 Feb 10, 2026
Americana Partners, LLC History Reduced 12,762 1,800 0.05% 0.11% 423 -12,579 -49.64% Q4 2025 Feb 06, 2026
Asset Management Group, Inc. History Added to 12,728 1,795 0.29% 0.21% 424 +3,267 34.53% Q4 2025 Feb 17, 2026
Abacus Planning Group, Inc. History Added to 12,714 1,793 0.24% 0.24% 425 +40 0.32% Q4 2025 Jan 16, 2026
OPPENHEIMER & CO INC History Added to 12,624 1,780 0.03% 0.02% 426 +1,697 15.53% Q4 2025 Feb 02, 2026
Tannin Capital LLC History New 12,615 1,779 1.59% 427 +12,615 New Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Added to 12,549 1,770 0.03% 0.03% 428 +150 1.21% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Added to 12,498 1,762 0.15% 0.15% 429 +1 0.01% Q4 2025 Jan 21, 2026
MAYPORT, LLC History Added to 12,406 1,749 0.35% 0.12% 430 +8,218 196.23% Q4 2025 Jan 21, 2026
Trilogy Capital Inc. History Added to 12,346 1,741 0.08% 0.07% 431 +625 5.33% Q4 2025 Jan 22, 2026
Focus Financial Network, Inc. History Reduced 12,344 1,741 0.06% 0.06% 432 -4 -0.03% Q4 2025 Jan 12, 2026
Montis Financial, LLC History Reduced 12,205 1,721 0.34% 0.4% 433 -395 -3.13% Q4 2025 Feb 11, 2026
Union Bancaire Privee, UBP SA History New 16,205 1,707 0.02% 434 +16,205 New Q4 2025 Jan 05, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 12,054 1,700 0.1% 0.1% 435 +511 4.43% Q4 2025 Feb 12, 2026
HFM Investment Advisors, LLC History Added to 12,047 1,699 0.66% 0.65% 436 +389 3.34% Q4 2025 Feb 05, 2026
TUDOR INVESTMENT CORP ET AL History Added to 11,922 1,681 0.0% 5.52% 437 +3,285 38.03% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 11,919 1,681 0.0% 0.0% 438 -237 -1.95% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History New 11,870 1,674 0.01% 439 +11,870 New Q4 2025 Jan 27, 2026
Andrews Advisory Associates, LLC History New 11,819 1,667 0.89% 440 +11,819 New Q4 2025 Feb 18, 2026
Triangle Securities Wealth Management History Reduced 11,816 1,666 0.35% 0.37% 441 -45 -0.38% Q4 2025 Jan 13, 2026
M Holdings Securities, Inc. History Added to 11,792 1,663 0.12% 0.33% 442 +400 3.51% Q4 2025 Feb 11, 2026
Successful Portfolios LLC History Added to 11,315 1,636 0.83% 0.9% 443 +86 0.77% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History New 11,526 1,625 0.22% 444 +11,526 New Q4 2025 Feb 17, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 11,285 1,591 1.2% 1.27% 445 -745 -6.19% Q4 2025 Jan 28, 2026
Keel Point, LLC History Added to 11,196 1,579 0.1% 0.09% 446 +55 0.49% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 11,165 1,574 0.0% 0.0% 447 +240 2.2% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 11,104 1,566 0.07% 0.07% 448 +49 0.44% Q4 2025 Jan 21, 2026
Rockingstone Advisors LLC History Added to 11,042 1,557 0.71% 0.7% 449 +796 7.77% Q4 2025 Jan 28, 2026
Graves Light Lenhart Wealth, Inc. History Added to 11,017 1,553 0.16% 0.17% 450 +20 0.18% Q4 2025 Jan 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,004 1,552 0.05% 0.05% 451 +1,083 10.92% Q4 2025 Feb 13, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 10,969 1,547 1.04% 1.79% 453 -8,595 -43.93% Q4 2025 Feb 04, 2026
Charter Oak Capital Management, LLC History Added to 10,971 1,547 0.12% 0.11% 452 +351 3.31% Q4 2025 Jan 23, 2026
Balentine LLC History Reduced 10,960 1,546 0.06% 0.1% 454 -8,934 -44.91% Q4 2025 Feb 02, 2026
Vivaldi Capital Management LP History Added to 10,899 1,537 0.21% 0.21% 455 +205 1.92% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 10,844 1,529 0.03% 0.03% 456 +720 7.11% Q4 2025 Feb 03, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 10,800 1,523 0.01% 457 +10,800 New Q4 2025 Feb 17, 2026
Fortis Group Advisors, LLC History Added to 10,446 1,518 0.25% 0.0% 458 +10,320 8190.48% Q4 2025 Feb 06, 2026
SAX WEALTH ADVISORS, LLC History Added to 10,734 1,514 0.07% 0.08% 459 +338 3.25% Q4 2025 Jan 12, 2026
CGN Advisors LLC History Added to 10,633 1,499 0.12% 0.12% 460 +92 0.87% Q4 2025 Jan 05, 2026
Fortis Capital Advisors, LLC History No change 10,576 1,491 0.22% 0.23% 461 0 0.0% Q4 2025 Jan 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 10,511 1,482 0.09% 0.09% 462 -54 -0.51% Q4 2025 Jan 23, 2026
MidAtlantic Capital Management, Inc. History Reduced 10,499 1,480 0.95% 1.01% 463 -237 -2.21% Q4 2025 Feb 10, 2026
New Capital Management LP History Reduced 10,451 1,474 0.37% 0.38% 464 -29 -0.28% Q4 2025 Jan 20, 2026
IHT Wealth Management, LLC History Added to 10,420 1,469 0.04% 0.03% 465 +961 10.16% Q4 2025 Feb 17, 2026
Trellis Wealth Advisors LLC History Added to 10,372 1,463 0.57% 0.58% 466 +57 0.55% Q4 2025 Jan 26, 2026
Sage Investment Counsel LLC History Added to 10,365 1,462 1.61% 1.58% 467 +7 0.07% Q4 2025 Jan 23, 2026
DB Fitzpatrick & Co, Inc History Added to 10,286 1,450 1.29% 0.44% 468 +6,741 190.16% Q4 2025 Jan 15, 2026
Value Investment Professionals, LLC History New 10,269 1,448 1.52% 469 +10,269 New Q4 2025 Feb 11, 2026
Manuka Financial, LLC History Added to 10,249 1,445 0.9% 0.88% 470 +19 0.19% Q4 2025 Jan 28, 2026
Schrum Private Wealth Management LLC History Added to 10,217 1,441 1.07% 0.94% 471 +949 10.24% Q4 2025 Feb 17, 2026
GenTrust, LLC History Reduced 10,156 1,432 0.06% 0.06% 472 -105 -1.02% Q4 2025 Feb 02, 2026
Brand Asset Management Group, Inc. History Added to 10,141 1,430 0.4% 0.39% 473 +137 1.37% Q4 2025 Feb 11, 2026
Tudor Financial Inc. History Added to 10,070 1,420 0.73% 0.73% 474 +65 0.65% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 10,048 1,417 0.02% 0.02% 475 +1,545 18.17% Q4 2025 Feb 04, 2026
RBF Capital, LLC History No change 10,000 1,410 0.06% 0.06% 476 0 0.0% Q4 2025 Feb 17, 2026
Krilogy Financial LLC History Reduced 9,649 1,407 0.05% 0.05% 477 -1 -0.01% Q4 2025 Jan 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 9,935 1,401 0.08% 0.08% 478 +318 3.31% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 9,915 1,398 0.03% 0.03% 479 +671 7.26% Q4 2025 Feb 12, 2026
Roehl & Yi Investment Advisors, LLC History New 9,885 1,394 0.55% 480 +9,885 New Q4 2025 Feb 17, 2026
Tortoise Investment Management, LLC History Reduced 9,809 1,383 0.12% 0.12% 481 -70 -0.71% Q4 2025 Feb 06, 2026
Tidal Investments LLC History New 9,757 1,376 0.0% 482 +9,757 New Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 9,755 1,375 0.03% 0.01% 483 +5,516 130.13% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 9,746 1,374 0.02% 0.03% 484 +1,101 12.74% Q4 2025 Feb 06, 2026
Leo Wealth, LLC History Reduced 9,624 1,357 0.1% 0.17% 486 -96 -0.99% Q4 2025 Jan 21, 2026
Hubbell Strickland Wealth Management, LLC History Added to 9,625 1,357 0.55% 0.54% 485 +51 0.53% Q4 2025 Jan 20, 2026
Drystone LLC History Reduced 9,492 1,338 1.2% 1.19% 487 -95 -0.99% Q4 2025 Feb 06, 2026
FF Advisors,LLC History Reduced 9,470 1,335 0.59% 0.63% 488 -37 -0.39% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,238 1,303 0.0% 0.01% 489 -6,106 -39.79% Q4 2025 Jan 30, 2026
Kathmere Capital Management, LLC History Added to 9,178 1,294 0.09% 0.09% 490 +118 1.3% Q4 2025 Jan 13, 2026
GTS SECURITIES LLC History Added to 9,125 1,287 0.04% 0.04% 491 +1,518 19.96% Q4 2025 Feb 13, 2026
Compass Financial Group, INC/SD History Reduced 9,121 1,286 0.18% 0.19% 492 -76 -0.83% Q4 2025 Jan 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 9,112 1,285 0.11% 0.06% 493 +4,253 87.53% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Added to 9,073 1,279 0.07% 0.07% 494 +10 0.11% Q4 2025 Feb 10, 2026
Sellwood Investment Partners LLC History No change 9,065 1,278 0.5% 0.5% 495 0 0.0% Q4 2025 Jan 26, 2026
Principle Wealth Partners LLC History Added to 9,054 1,277 0.07% 0.07% 496 +143 1.6% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 9,046 1,276 0.03% 0.02% 497 +3 0.03% Q4 2025 Feb 05, 2026
Family Manage LLC History No change 9,006 1,270 0.16% 0.17% 498 0 0.0% Q4 2025 Feb 17, 2026
Austin Wealth Management, LLC History Reduced 8,834 1,268 0.19% 0.21% 499 -926 -9.49% Q4 2025 Jan 26, 2026
Windward Private Wealth Management Inc. History Reduced 8,982 1,267 0.44% 0.43% 500 -78 -0.86% Q4 2025 Feb 02, 2026
Checchi Capital Advisers, LLC History Added to 8,882 1,252 0.06% 0.06% 501 +1,121 14.44% Q4 2025 Jan 27, 2026
Pine Harbor Wealth Management, LLC History Added to 8,877 1,252 0.38% 0.37% 502 +557 6.69% Q4 2025 Jan 20, 2026
Compound Planning, Inc. History Added to 8,827 1,245 0.04% 0.04% 503 +521 6.27% Q4 2025 Feb 19, 2026
BARCLAYS PLC History Reduced 8,808 1,242 0.0% 0.0% 504 -6,242 -41.48% Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 8,721 1,230 0.15% 0.14% 505 +68 0.79% Q4 2025 Feb 13, 2026
Brickley Wealth Management History Added to 8,719 1,229 0.21% 0.18% 506 +1,241 16.6% Q4 2025 Jan 29, 2026
Kendall Capital Management History Added to 8,682 1,224 0.26% 0.27% 507 +29 0.34% Q4 2025 Jan 16, 2026
Sharkey, Howes & Javer History Reduced 8,577 1,209 0.15% 0.45% 508 -16,702 -66.07% Q4 2025 Jan 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 8,549 1,205 0.17% 0.19% 509 +9 0.11% Q4 2025 Jan 12, 2026
Versant Capital Management, Inc History Reduced 8,540 1,204 0.15% 0.17% 510 -318 -3.59% Q4 2025 Jan 08, 2026
Arlington Trust Co LLC History Reduced 8,535 1,203 0.12% 0.21% 512 -73 -0.85% Q4 2025 Jan 30, 2026
Trevian Wealth Management LLC History Added to 8,532 1,203 0.57% 0.63% 511 +2 0.02% Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 8,496 1,198 0.0% 0.0% 513 +4,500 112.61% Q4 2025 Feb 10, 2026
Newton One Investments LLC History No change 8,438 1,190 0.35% 0.34% 514 0 0.0% Q4 2025 Jan 23, 2026
Roundview Capital LLC History Added to 8,430 1,189 0.07% 0.07% 515 +71 0.85% Q4 2025 Feb 09, 2026
CARDIFF PARK ADVISORS, LLC History Added to 8,390 1,183 0.1% 0.07% 516 +1,907 29.42% Q4 2025 Feb 17, 2026
Johnson & White Wealth Management, LLC History Reduced 8,296 1,170 0.51% 0.53% 517 -32 -0.38% Q4 2025 Feb 05, 2026
Edgestream Partners, L.P. History New 8,284 1,168 0.03% 518 +8,284 New Q4 2025 Feb 13, 2026
Unison Advisors LLC History Reduced 8,260 1,165 0.1% 0.11% 519 -363 -4.21% Q4 2025 Jan 21, 2026
Arete Wealth Advisors, LLC History Reduced 8,247 1,163 0.07% 0.12% 520 -5,803 -41.3% Q4 2025 Feb 13, 2026
TBH Global Asset Management, LLC History Reduced 8,227 1,160 0.19% 0.27% 521 -1,783 -17.81% Q4 2025 Jan 29, 2026
Selby Wealth Management, LLC History New 8,194 1,155 0.47% 522 +8,194 New Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History Added to 8,156 1,150 0.13% 0.12% 523 +990 13.82% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 8,130 1,146 0.02% 0.02% 524 -131 -1.59% Q4 2025 Feb 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 8,071 1,138 0.25% 0.26% 525 +363 4.71% Q4 2025 Jan 09, 2026
Ackerman Capital Advisors, LLC History No change 8,058 1,136 0.23% 0.23% 526 0 0.0% Q4 2025 Feb 11, 2026
Aspen Capital Management, LLC History Added to 7,963 1,123 0.28% 0.28% 527 +3 0.04% Q4 2025 Jan 29, 2026
Argent Trust Co History Added to 7,923 1,117 0.04% 0.04% 528 +14 0.18% Q4 2025 Feb 10, 2026
PFG Advisors History Reduced 7,912 1,116 0.05% 0.05% 529 -265 -3.24% Q4 2025 Jan 27, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 7,916 1,116 0.12% 0.13% 530 +8 0.1% Q4 2025 Feb 04, 2026
Financial Management Professionals, Inc. History Reduced 7,884 1,112 0.11% 0.12% 531 -722 -8.39% Q4 2025 Jan 27, 2026
Three Arch Wealth Management LLC History New 7,879 1,111 0.21% 532 +7,879 New Q4 2025 Feb 13, 2026
Archford Capital Strategies, LLC History Reduced 7,866 1,109 0.13% 0.13% 533 -176 -2.19% Q4 2025 Jan 15, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 7,847 1,106 0.34% 0.3% 534 +631 8.74% Q4 2025 Jan 20, 2026
One Capital Management, LLC History Added to 7,805 1,101 0.03% 0.03% 535 +86 1.11% Q4 2025 Feb 10, 2026
Nicholas Hoffman & Company, LLC. History Added to 7,746 1,092 0.03% 0.02% 536 +477 6.56% Q4 2025 Feb 02, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 7,736 1,091 0.52% 0.5% 537 +168 2.22% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Reduced 7,734 1,091 0.13% 0.14% 538 -100 -1.28% Q4 2025 Jan 22, 2026
TD ASSET MANAGEMENT INC History No change 7,663 1,080 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 10, 2026
Financial Engines Advisors L.L.C. History Added to 7,652 1,079 0.0% 0.0% 541 +442 6.13% Q4 2025 Feb 12, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 7,650 1,079 0.5% 0.52% 540 -50 -0.65% Q4 2025 Jan 22, 2026
Avior Wealth Management, LLC History Reduced 7,631 1,076 0.03% 0.03% 542 -40 -0.52% Q4 2025 Jan 06, 2026
BFI Infinity Ltd. History No change 7,632 1,076 0.67% 0.69% 543 0 0.0% Q4 2025 Jan 14, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 7,579 1,069 0.9% 0.91% 544 -524 -6.47% Q4 2025 Jan 20, 2026
Dodds Wealth, LLC History Added to 7,582 1,069 0.26% 0.26% 545 +22 0.29% Q4 2025 Feb 11, 2026
New England Professional Planning Group Inc. History No change 7,574 1,068 0.45% 0.48% 546 0 0.0% Q4 2025 Jan 14, 2026
Brightwater Advisory LLC History Added to 7,558 1,066 0.72% 0.71% 548 +3 0.04% Q4 2025 Feb 12, 2026
Sonoma Private Wealth LLC History No change 7,560 1,066 1.29% 1.24% 547 0 0.0% Q4 2025 Feb 17, 2026
Five Pine Wealth Management History Added to 7,536 1,062 0.68% 0.7% 549 +49 0.65% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Added to 7,542 1,060 0.26% 0.02% 550 +6,902 1078.44% Q4 2025 Jan 29, 2026
Haverford Trust Co History Added to 7,510 1,059 0.01% 0.0% 551 +5,540 281.22% Q4 2025 Feb 13, 2026
GEN Financial Management, INC. History Added to 7,503 1,058 0.67% 0.88% 553 +82 1.1% Q4 2025 Jan 15, 2026
JTC Employer Solutions Trustee Ltd History No change 7,500 1,058 0.07% 0.09% 552 0 0.0% Q4 2025 Feb 10, 2026
HRT FINANCIAL LP History New 7,497 1,057 0.0% 554 +7,497 New Q4 2025 Feb 12, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 7,500 1,057 0.5% 0.68% 555 -2,200 -22.68% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 7,480 1,055 0.01% 0.01% 556 0 0.0% Q4 2025 Feb 12, 2026
Sierra Capital LLC History Added to 7,462 1,053 0.11% 0.11% 557 +59 0.8% Q4 2025 Feb 18, 2026
Strait & Sound Wealth Management LLC History Added to 7,450 1,050 0.39% 0.39% 558 +25 0.34% Q4 2025 Feb 04, 2026
Rehmann Capital Advisory Group History Added to 7,438 1,049 0.05% 0.05% 560 +655 9.66% Q4 2025 Mar 04, 2026
Baker Avenue Asset Management, LP History Added to 7,443 1,049 0.02% 0.02% 559 +257 3.58% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Added to 7,397 1,043 0.06% 0.06% 561 +44 0.6% Q4 2025 Feb 10, 2026
Cambridge Financial Group, LLC History Added to 8,388 1,033 0.36% 0.28% 562 +2,083 33.04% Q4 2025 Jan 09, 2026
SWP FINANCIAL LLC History Reduced 7,308 1,030 0.52% 0.52% 563 -49 -0.67% Q4 2025 Jan 16, 2026
First PREMIER Bank History Added to 7,267 1,025 0.23% 0.23% 564 +2 0.03% Q4 2025 Jan 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 7,221 1,018 0.15% 565 +7,221 New Q4 2025 Feb 13, 2026
STRATEGY ASSET MANAGERS LLC History Added to 7,156 1,009 0.17% 0.18% 566 +16 0.22% Q4 2025 Feb 11, 2026
Warren Street Wealth Advisors, LLC History Reduced 7,150 1,008 0.29% 0.54% 567 -6,063 -45.89% Q4 2025 Jan 29, 2026
Elite Financial, Inc. History Added to 7,119 1,004 0.46% 0.46% 569 +2 0.03% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 7,124 1,004 0.03% 0.03% 568 0 0.0% Q4 2025 Feb 03, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 7,090 1,000 0.1% 0.1% 570 +265 3.88% Q4 2025 Feb 02, 2026
MEANS INVESTMENT CO., INC. History Reduced 7,087 999 0.08% 0.09% 571 -142 -1.96% Q4 2025 Jan 26, 2026
Y.D. More Investments Ltd History No change 7,085 999 0.05% 0.06% 572 0 0.0% Q4 2025 Jan 21, 2026
Divergent Planning, LLC History Reduced 6,964 989 0.25% 0.28% 573 -627 -8.26% Q4 2025 Jan 12, 2026
Allworth Financial LP History New 6,868 968 0.0% 574 +6,868 New Q4 2025 Feb 05, 2026
FC Advisory LLC History Added to 6,868 968 0.28% 0.27% 575 +50 0.73% Q4 2025 Jan 13, 2026
Phillips Wealth Planners LLC History New 6,634 956 0.77% 576 +6,634 New Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 6,761 953 0.01% 0.01% 577 +157 2.38% Q4 2025 Feb 12, 2026
Investor's Fiduciary Advisor Network, LLC History New 6,713 946 0.2% 578 +6,713 New Q4 2025 Feb 12, 2026
BARLOW WEALTH PARTNERS, LLC History No change 6,525 943 0.1% 0.1% 579 0 0.0% Q4 2025 Jan 15, 2026
FIRST INTERSTATE BANK History No change 6,650 938 0.05% 0.05% 580 0 0.0% Q4 2025 Jan 29, 2026
Attessa Capital LLC History Added to 6,610 932 0.51% 0.43% 581 +1,317 24.88% Q4 2025 Jan 06, 2026
Daybright Advisory Services, Inc. History New 6,549 923 0.25% 582 +6,549 New Q4 2025 Feb 12, 2026
Latitude Advisors, LLC History Added to 6,514 918 0.4% 0.37% 583 +651 11.1% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Added to 6,506 917 0.01% 0.01% 584 +656 11.21% Q4 2025 Jan 27, 2026
F&V Capital Management, LLC History Added to 6,485 915 0.19% 0.13% 585 +2,265 53.67% Q4 2025 Mar 26, 2026
Blue Trust, Inc. History Added to 6,476 913 0.01% 0.01% 586 +1,360 26.58% Q4 2025 Jan 16, 2026
Blue Edge Capital, LLC History Reduced 6,452 910 0.12% 0.14% 587 -455 -6.59% Q4 2025 Feb 12, 2026
Berman McAleer LLC History Added to 6,448 909 0.12% 0.12% 589 +259 4.18% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 6,446 909 0.01% 0.01% 588 -221 -3.31% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 6,442 908 0.01% 0.0% 590 +1,357 26.69% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 6,425 906 0.04% 0.03% 591 +856 15.37% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 6,423 905 0.06% 0.03% 592 +2,967 85.85% Q4 2025 Feb 11, 2026
Ballentine Partners, LLC History Added to 6,360 897 0.01% 0.01% 593 +144 2.32% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 6,350 895 0.07% 0.07% 594 +30 0.47% Q4 2025 Jan 23, 2026
Wakefield Asset Management LLLP History No change 6,297 888 0.24% 0.24% 595 0 0.0% Q4 2025 Feb 05, 2026
Turtle Creek Wealth Advisors, LLC History Added to 6,293 887 0.07% 0.06% 597 +1,528 32.07% Q4 2025 Jan 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 6,291 887 0.01% 0.01% 596 +60 0.96% Q4 2025 Jan 29, 2026
Sage Mountain Advisors LLC History Added to 6,283 886 0.05% 0.05% 598 +49 0.79% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 6,275 885 0.02% 0.01% 599 +3,766 150.1% Q4 2025 Feb 17, 2026
ADE, LLC History Reduced 6,266 883 0.43% 0.48% 600 -694 -9.97% Q4 2025 Feb 10, 2026
Financial Planning Fort Collins, LLC History New 6,230 878 0.77% 602 +6,230 New Q4 2025 Feb 18, 2026
Verdence Capital Advisors LLC History Reduced 6,230 878 0.05% 0.05% 601 -2 -0.03% Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 6,201 874 0.03% 0.03% 603 -375 -5.7% Q4 2025 Feb 13, 2026
Vested Financial Planning, LLC History Added to 6,150 867 0.67% 0.68% 604 +98 1.62% Q4 2025 Jan 23, 2026
Fiera Capital Corp History Reduced 6,126 864 0.0% 0.0% 605 -1,349 -18.05% Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Added to 6,079 857 0.05% 0.04% 606 +643 11.83% Q4 2025 Jan 20, 2026
Fermata Advisors, LLC History Reduced 6,027 850 0.2% 0.21% 607 -113 -1.84% Q4 2025 Jan 08, 2026
Genus Capital Management Inc. History Reduced 5,985 844 0.1% 0.1% 608 -304 -4.83% Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 5,984 844 0.04% 0.05% 609 +203 3.51% Q4 2025 Jan 07, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 5,959 840 0.29% 0.27% 610 +225 3.92% Q4 2025 Jan 05, 2026
Financial Perspectives, Inc History Added to 5,916 834 0.22% 0.21% 612 +493 9.09% Q4 2025 Jan 28, 2026
Lumbard & Kellner, LLC History No change 5,914 834 0.29% 0.3% 611 0 0.0% Q4 2025 Feb 03, 2026
WESBANCO BANK INC History No change 5,911 833 0.02% 0.02% 613 0 0.0% Q4 2025 Feb 03, 2026
Mustard Seed Financial, LLC History Added to 5,885 830 0.52% 0.52% 614 +3 0.05% Q4 2025 Jan 23, 2026
Well Done, LLC History Added to 5,848 824 0.12% 0.12% 615 +736 14.4% Q4 2025 Jan 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 5,830 822 0.26% 0.27% 616 +1 0.02% Q4 2025 Jan 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,823 821 0.02% 0.02% 617 +638 12.3% Q4 2025 Jan 29, 2026
Advyzon Investment Management, LLC History New 5,759 812 0.09% 618 +5,759 New Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Added to 5,689 802 0.11% 0.11% 619 +31 0.55% Q4 2025 Jan 12, 2026
Weaver Consulting Group History Added to 5,622 793 0.19% 0.18% 620 +471 9.14% Q4 2025 Feb 10, 2026
Plancorp, LLC History Added to 5,585 787 0.02% 0.02% 621 +250 4.69% Q4 2025 Feb 05, 2026
FAS Wealth Partners, Inc. History Added to 5,555 783 0.05% 0.03% 622 +2,055 58.71% Q4 2025 Feb 18, 2026
CHILTON INVESTMENT CO INC. History Added to 5,496 775 0.02% 0.01% 624 +1,952 55.08% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 5,496 775 0.01% 0.01% 623 0 0.0% Q4 2025 Feb 12, 2026
Chesley Taft & Associates LLC History Added to 5,455 769 0.03% 0.02% 625 +1,575 40.59% Q4 2025 Jan 14, 2026
Lantern Wealth Advisors, LLC History Added to 5,419 764 0.41% 0.3% 626 +1,321 32.24% Q4 2025 Feb 17, 2026
Vantus Wealth LLC History New 5,385 759 0.56% 627 +5,385 New Q4 2025 Feb 10, 2026
Financial Planning Navigators CORP History New 5,354 755 0.35% 628 +5,354 New Q4 2025 Jan 16, 2026
Kovack Advisors, Inc. History Added to 5,303 748 0.03% 0.04% 629 +1,873 54.61% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 5,302 747 0.01% 0.01% 630 +1,186 28.81% Q4 2025 Feb 17, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 5,239 739 0.12% 0.13% 631 +36 0.69% Q4 2025 Feb 11, 2026
Litman Gregory Wealth Management LLC History Added to 5,170 729 0.05% 0.05% 632 +170 3.4% Q4 2025 Feb 12, 2026
Five Oceans Advisors History Added to 5,161 727 0.26% 0.26% 633 +41 0.8% Q4 2025 Jan 16, 2026
AMG National Trust Bank History Added to 5,152 726 0.02% 0.01% 634 +1,561 43.47% Q4 2025 Jan 30, 2026
ASPIRIANT, LLC History Reduced 5,129 723 0.02% 0.02% 635 -260 -4.82% Q4 2025 Jan 20, 2026
American Money Management, LLC History Added to 5,110 720 0.11% 0.12% 636 +1 0.02% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 5,083 717 0.01% 0.01% 637 +2,201 76.37% Q4 2025 Feb 19, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 5,039 710 0.02% 0.02% 638 -241 -4.56% Q4 2025 Feb 05, 2026
Summit Financial, LLC History Added to 5,024 708 0.01% 0.01% 639 +238 4.97% Q4 2025 Feb 13, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History New 5,011 706 0.45% 640 +5,011 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,990 703 0.07% 0.08% 641 +69 1.4% Q4 2025 Feb 13, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 4,957 699 0.3% 0.29% 642 +7 0.14% Q4 2025 Jan 22, 2026
JMG Financial Group, Ltd. History Reduced 4,921 694 0.02% 0.02% 643 -199 -3.89% Q4 2025 Feb 10, 2026
Boston Trust Walden Corp History No change 4,925 694 0.01% 0.0% 644 0 0.0% Q4 2025 Jan 28, 2026
Wallace Advisory Group, LLC History New 4,917 693 0.73% 645 +4,917 New Q4 2025 Jan 23, 2026
Tactive Advisors, LLC History Reduced 4,916 693 0.2% 0.19% 646 -10 -0.2% Q4 2025 Jan 09, 2026
Savvy Advisors, Inc. History Added to 4,885 689 0.02% 0.02% 647 +1,304 36.41% Q4 2025 Jan 20, 2026
ATLas Financial Planning LLC History New 4,844 683 0.67% 648 +4,844 New Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,837 682 0.05% 0.06% 649 +258 5.63% Q4 2025 Feb 12, 2026
Cooper Financial Group History No change 4,833 681 0.07% 0.07% 650 0 0.0% Q4 2025 Jan 08, 2026
Blackston Financial Advisory Group, LLC History Reduced 4,827 680 0.41% 0.41% 651 -163 -3.27% Q4 2025 Feb 06, 2026
August Group Capital Ltd History New 4,786 675 0.75% 652 +4,786 New Q4 2025 Feb 12, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 4,766 672 0.22% 0.23% 653 -76 -1.57% Q4 2025 Feb 17, 2026
Indivisible Partners History New 4,759 671 0.07% 654 +4,759 New Q4 2025 Feb 03, 2026
TCI Wealth Advisors, Inc. History Added to 4,751 670 0.04% 0.03% 655 +1,255 35.9% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 4,748 669 0.0% 0.0% 656 -586 -10.99% Q4 2025 Feb 09, 2026
CLG LLC History Added to 4,741 668 0.17% 0.06% 657 +3,142 196.5% Q4 2025 Jan 15, 2026
Indiana Trust & Investment Management Co History No change 4,721 665 0.2% 0.2% 658 0 0.0% Q4 2025 Jan 21, 2026
AGF MANAGEMENT LTD History Reduced 4,713 664 0.0% 0.0% 659 -35 -0.74% Q4 2025 Feb 17, 2026
Riverwater Partners LLC History Added to 4,705 663 0.26% 0.17% 660 +1,648 53.91% Q4 2025 Feb 12, 2026
Verum Partners LLC History Added to 4,699 662 0.13% 0.12% 661 +496 11.8% Q4 2025 Jan 14, 2026
PROFFITT & GOODSON INC History Added to 4,688 661 0.09% 0.08% 663 +751 19.08% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Added to 4,691 661 0.0% 0.0% 662 +3 0.06% Q4 2025 Feb 17, 2026
Symphony Financial, Ltd. Co. History New 4,676 659 0.09% 664 +4,676 New Q4 2025 Feb 11, 2026
Mayfair Advisory Group, LLC History Reduced 4,593 652 0.25% 0.32% 665 -784 -14.58% Q4 2025 Jan 21, 2026
Avidian Wealth Enterprises, LLC History No change 4,611 650 0.02% 0.02% 666 0 0.0% Q4 2025 Feb 02, 2026
TSG Advice Partners, LLC History New 4,603 649 0.1% 667 +4,603 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 4,597 648 0.02% 668 +4,597 New Q4 2025 Feb 17, 2026
Tenzing Financial LLC History New 4,574 645 0.52% 669 +4,574 New Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History No change 4,547 641 0.02% 0.02% 670 0 0.0% Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History Reduced 4,536 639 0.06% 0.08% 671 -11 -0.24% Q4 2025 Jan 22, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 4,515 636 0.19% 0.2% 672 -100 -2.17% Q4 2025 Jan 21, 2026
Nikulski Financial, Inc. History Reduced 4,458 628 0.15% 0.28% 674 -3,776 -45.86% Q4 2025 Jan 15, 2026
Monument Capital Management History Added to 4,456 628 0.16% 0.15% 673 +79 1.8% Q4 2025 Jan 26, 2026
ADVISORTRUST PARTNERS, LLC History New 4,419 623 0.27% 676 +4,419 New Q4 2025 Mar 10, 2026
Richard Bernstein Advisors LLC History Added to 4,417 623 0.02% 0.02% 675 +333 8.15% Q4 2025 Feb 03, 2026
Approach Retirement Advisors, LLC History New 4,401 620 0.53% 677 +4,401 New Q4 2025 Jan 29, 2026
GREENLEAF TRUST History No change 4,368 616 0.01% 0.01% 678 0 0.0% Q4 2025 Jan 21, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 4,354 614 0.1% 0.15% 679 -2,282 -34.39% Q4 2025 Jan 14, 2026
Port Capital LLC History No change 4,316 608 0.03% 0.02% 680 0 0.0% Q4 2025 Feb 17, 2026
Hudock, Inc. History Added to 4,292 605 0.09% 0.09% 681 +4 0.09% Q4 2025 Feb 12, 2026
Greenwich Wealth Management LLC History Reduced 4,285 604 0.03% 0.03% 682 -125 -2.83% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 4,281 603 0.07% 0.07% 683 +16 0.38% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History Reduced 4,265 601 0.04% 0.04% 684 -81 -1.86% Q4 2025 Feb 10, 2026
McGinn Penninger Investment Management, Inc. History Reduced 4,258 601 0.35% 0.35% 685 -37 -0.86% Q4 2025 Feb 09, 2026
GQG Partners LLC History New 4,245 598 0.0% 686 +4,245 New Q4 2025 Feb 13, 2026
Prime Buchholz LLC History Added to 4,241 598 0.36% 0.32% 687 +5 0.12% Q4 2025 Feb 11, 2026
Collaborative Wealth Managment Inc. History Added to 4,230 596 0.21% 0.23% 689 +72 1.73% Q4 2025 Feb 09, 2026
World Investment Advisors History Reduced 4,231 596 0.01% 0.01% 688 -46 -1.08% Q4 2025 Mar 12, 2026
BCR Wealth Strategies, LLC History Reduced 4,209 593 0.2% 0.21% 690 -40 -0.94% Q4 2025 Jan 23, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History New 4,202 592 0.09% 692 +4,202 New Q4 2025 Feb 06, 2026
GARRISON POINT ADVISORS, LLC History Reduced 4,200 592 0.26% 0.3% 691 -1,025 -19.62% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Reduced 4,181 589 0.04% 0.05% 694 -1,484 -26.2% Q4 2025 Jan 30, 2026
Curbstone Financial Management Corp History No change 4,180 589 0.11% 0.11% 693 0 0.0% Q4 2025 Jan 23, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 4,165 587 0.4% 0.42% 695 +32 0.77% Q4 2025 Feb 05, 2026
LGL PARTNERS, LLC History Added to 4,159 586 0.25% 0.24% 696 +33 0.8% Q4 2025 Feb 09, 2026
Fragasso Financial Advisors Inc History Added to 4,128 582 0.04% 0.03% 697 +159 4.01% Q4 2025 Jan 07, 2026
Olistico Wealth, LLC History No change 4,132 582 0.28% 0.3% 698 0 0.0% Q4 2025 Jan 13, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 4,117 580 0.23% 0.29% 699 -322 -7.25% Q4 2025 Feb 17, 2026
Citrine Capital LLC History New 4,097 577 0.27% 700 +4,097 New Q4 2025 Jan 20, 2026
Unconventional Investor, LLC History Added to 4,080 575 0.27% 0.28% 701 +16 0.39% Q4 2025 Feb 05, 2026
Princeton Global Asset Management LLC History Added to 4,015 566 0.09% 0.02% 704 +3,168 374.03% Q4 2025 Jan 20, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 4,018 566 0.0% 0.0% 702 +1,396 53.24% Q4 2025 Feb 03, 2026
Lincoln Capital LLC History Added to 4,017 566 0.1% 0.08% 703 +782 24.17% Q4 2025 Jan 08, 2026
Lighthouse Financial LLC History No change 4,000 564 0.37% 0.36% 705 0 0.0% Q4 2025 Feb 17, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 3,965 559 0.23% 0.24% 708 -161 -3.9% Q4 2025 Jan 22, 2026
Berger Financial Group, Inc History Reduced 3,969 559 0.03% 0.03% 707 -109 -2.67% Q4 2025 Jan 27, 2026
Flower City Capital History Added to 3,968 559 0.29% 0.29% 706 +15 0.38% Q4 2025 Jan 22, 2026
Visionary Wealth Advisors History Added to 3,952 557 0.03% 0.02% 710 +739 23.0% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 3,950 557 0.06% 0.07% 709 -363 -8.42% Q4 2025 Feb 18, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 3,929 554 0.0% 711 +3,929 New Q4 2025 Feb 17, 2026
MBE Wealth Management, LLC History No change 3,928 554 0.23% 0.23% 712 0 0.0% Q4 2025 Jan 21, 2026
Copia Wealth Management History Added to 3,895 549 0.39% 0.13% 713 +2,577 195.52% Q4 2025 Feb 06, 2026
Elmwood Wealth Management, Inc. History New 3,891 548 0.17% 715 +3,891 New Q4 2025 Jan 08, 2026
Baird Financial Group, Inc. History Added to 3,885 548 0.0% 0.0% 714 +1,326 51.82% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Added to 3,874 546 0.02% 0.01% 716 +454 13.27% Q4 2025 Jan 09, 2026
Prosperity Wealth Management, Inc. History New 3,854 543 0.18% 717 +3,854 New Q4 2025 Mar 27, 2026
DSG Capital Advisors, LLC History New 3,750 543 0.08% 718 +3,750 New Q4 2025 Jan 27, 2026
MorganRosel Wealth Management, LLC History Added to 3,845 542 0.14% 0.14% 719 +26 0.68% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Reduced 3,833 540 0.04% 0.07% 720 -3,838 -50.03% Q4 2025 Feb 17, 2026
YARGER WEALTH STRATEGIES, LLC History New 3,831 540 0.23% 721 +3,831 New Q4 2025 Jan 22, 2026
VSM Wealth Advisory, LLC History Reduced 3,817 538 0.16% 0.17% 722 -204 -5.07% Q4 2025 Feb 06, 2026
L. Roy Papp & Associates, LLP History Added to 3,767 531 0.06% 0.06% 723 +2 0.05% Q4 2025 Jan 28, 2026
Lesa Sroufe & Co History Added to 3,751 529 0.39% 0.41% 724 +29 0.78% Q4 2025 Jan 22, 2026
HARDING LOEVNER LP History New 3,728 525 0.0% 725 +3,728 New Q4 2025 Feb 17, 2026
Cheviot Value Management, LLC History No change 3,571 524 0.05% 0.05% 726 0 0.0% Q4 2025 Feb 03, 2026
Algorithmic Investment Models, LLC History Reduced 3,706 522 0.64% 0.36% 727 -202 -5.17% Q4 2025 Feb 10, 2026
StoneX Group Inc. History Reduced 3,696 521 0.02% 0.03% 728 -1,029 -21.78% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 3,694 521 0.05% 0.04% 729 0 0.0% Q4 2025 Jan 26, 2026
Fort Vancouver Investment Management, LLC History Added to 3,688 520 0.28% 0.21% 731 +940 34.21% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 3,692 520 0.0% 0.0% 730 +52 1.43% Q4 2025 Jan 12, 2026
BOS Asset Management, LLC History No change 3,685 519 0.14% 0.14% 732 0 0.0% Q4 2025 Jan 09, 2026
Cassaday & Co Wealth Management LLC History Added to 3,651 515 0.01% 0.01% 734 +1,233 50.99% Q4 2025 Feb 03, 2026
Sterling Investment Advisors, Ltd. History Added to 3,656 515 0.09% 0.1% 733 +7 0.19% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 3,617 510 0.01% 0.01% 735 -396 -9.87% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History Added to 3,621 510 0.15% 0.15% 736 +18 0.5% Q4 2025 Jan 22, 2026
OPTIMA CAPITAL LLC History Reduced 3,608 509 0.22% 0.25% 737 -126 -3.37% Q4 2025 Jan 23, 2026
Columbus Macro, LLC History Added to 3,562 502 0.05% 0.06% 738 +25 0.71% Q4 2025 Jan 15, 2026
Avantax Planning Partners, Inc. History New 3,546 500 0.01% 739 +3,546 New Q4 2025 Feb 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 3,547 500 0.03% 0.03% 742 +15 0.42% Q4 2025 Jan 26, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,551 500 0.01% 0.01% 740 +3 0.08% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History No change 3,551 500 0.02% 0.02% 741 0 0.0% Q4 2025 Feb 04, 2026
Resolute Advisors LLC History Added to 3,543 499 0.16% 0.12% 743 +28 0.8% Q4 2025 Feb 11, 2026
Addis & Hill, Inc History No change 3,544 499 0.3% 0.3% 744 0 0.0% Q4 2025 Jan 06, 2026
ETF Portfolio Partners, Inc. History Added to 3,531 498 0.13% 0.13% 745 +31 0.89% Q4 2025 Jan 20, 2026
Aerodigm Wealth, LLC History No change 3,534 498 0.18% 0.21% 746 0 0.0% Q4 2025 Feb 06, 2026
ROBINSON CAPITAL MANAGEMENT, LLC History No change 3,500 493 0.2% 0.26% 747 0 0.0% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 3,494 492 0.09% 0.01% 748 -30 -0.85% Q4 2025 Mar 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 3,483 491 0.01% 0.01% 750 +438 14.38% Q4 2025 Feb 10, 2026
TCV Trust & Wealth Management, Inc. History Reduced 3,482 491 0.04% 0.04% 749 -18 -0.51% Q4 2025 Jan 23, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 3,470 489 0.03% 0.03% 751 0 0.0% Q4 2025 Jan 28, 2026
Rakuten Securities, Inc. History Added to 3,445 485 0.16% 0.11% 753 +1,269 58.32% Q4 2025 Jan 29, 2026
Rinkey Investments History No change 3,439 485 0.12% 0.13% 752 0 0.0% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History No change 3,429 484 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 09, 2026
Forum Financial Management, LP History Reduced 3,427 483 0.01% 0.01% 755 -68 -1.95% Q4 2025 Jan 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 3,419 482 0.1% 0.12% 757 +121 3.67% Q4 2025 Feb 13, 2026
Formidable Asset Management, LLC History No change 3,500 482 0.07% 0.07% 756 0 0.0% Q4 2025 Jan 16, 2026
Geometric Wealth Advisors History Added to 3,372 475 0.06% 0.06% 759 +1 0.03% Q4 2025 Feb 06, 2026
Providence Capital Advisors, LLC History No change 3,374 475 0.08% 0.08% 758 0 0.0% Q4 2025 Feb 12, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 3,365 474 0.14% 0.1% 761 +1,255 59.48% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 3,361 474 0.25% 0.2% 760 0 0.0% Q4 2025 Feb 12, 2026
Perennial Advisors, LLC History No change 3,355 473 0.08% 0.08% 762 0 0.0% Q4 2025 Jan 12, 2026
Silver Coast Investments LLC History Reduced 3,350 472 0.16% 0.76% 763 -12,787 -79.24% Q4 2025 Jan 27, 2026
CFO4Life Group, LLC History Added to 3,343 471 0.07% 0.07% 764 +17 0.51% Q4 2025 Feb 06, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 3,343 471 0.24% 0.26% 765 0 0.0% Q4 2025 Jan 23, 2026
WealthSpring Partners, LLC History New 3,327 469 0.48% 766 +3,327 New Q4 2025 Feb 12, 2026
OAK FAMILY ADVISORS, LLC History Added to 3,314 467 0.13% 0.1% 767 +485 17.14% Q4 2025 Feb 03, 2026
Brookstone Capital Management History Added to 3,300 465 0.01% 0.0% 768 +492 17.52% Q4 2025 Jan 15, 2026
Walkner Condon Financial Advisors LLC History Added to 3,276 462 0.06% 0.07% 769 +50 1.55% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 3,274 461 0.01% 770 +3,274 New Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Reduced 3,260 459 0.02% 0.04% 771 -3,095 -48.7% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Reduced 3,249 458 0.02% 0.02% 772 -45 -1.37% Q4 2025 Feb 03, 2026
J. Derek Lewis & Associates Inc. History New 3,232 455 0.11% 773 +3,232 New Q4 2025 Mar 23, 2026
Traynor Capital Management, Inc. History New 3,207 452 0.02% 774 +3,207 New Q4 2025 Jan 12, 2026
Ameritas Advisory Services, LLC History Reduced 3,202 451 0.02% 0.09% 776 -7,152 -69.07% Q4 2025 Feb 04, 2026
DV Trading LLC History New 3,200 451 0.01% 775 +3,200 New Q4 2025 Feb 17, 2026
Tillman Hartley LLC History Reduced 3,183 449 0.11% 0.11% 777 -4 -0.13% Q4 2025 Feb 13, 2026
Nova Wealth Management, Inc. History Reduced 3,160 445 0.31% 0.32% 778 -123 -3.75% Q4 2025 Jan 14, 2026
Spinnaker Investment Group, LLC History Added to 3,147 443 0.08% 0.04% 779 +1,485 89.35% Q4 2025 Jan 12, 2026
Hanson & Doremus Investment Management History Added to 3,112 439 0.05% 0.05% 780 +47 1.53% Q4 2025 Jan 20, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,087 435 0.02% 0.02% 781 -7 -0.23% Q4 2025 Jan 15, 2026
Waterloo Capital, L.P. History Added to 3,084 434 0.03% 0.03% 782 +19 0.62% Q4 2025 Feb 10, 2026
Burton Enright Welch History Reduced 3,057 431 0.06% 0.07% 784 -77 -2.46% Q4 2025 Feb 13, 2026
KWMG, LLC History Added to 3,056 431 0.04% 0.04% 783 +44 1.46% Q4 2025 Jan 16, 2026
Applied Capital LLC History Added to 3,045 429 0.17% 0.16% 785 +189 6.62% Q4 2025 Jan 16, 2026
Pointe Capital Management LLC History Added to 3,039 428 0.21% 0.2% 786 +110 3.76% Q4 2025 Feb 17, 2026
Realta Investment Advisors History Added to 3,014 425 0.14% 0.13% 788 +270 9.84% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History No change 3,014 425 0.05% 0.05% 787 0 0.0% Q4 2025 Feb 03, 2026
RS CRUM INC. History No change 3,005 423 0.08% 0.09% 789 0 0.0% Q4 2025 Feb 17, 2026
Resonant Capital Advisors, LLC History No change 3,000 423 0.02% 0.02% 790 0 0.0% Q4 2025 Jan 29, 2026
Moors & Cabot, Inc. History Added to 2,993 422 0.02% 0.01% 791 +618 26.02% Q4 2025 Feb 10, 2026
Lutz Financial Services LLC History Reduced 2,988 421 0.03% 0.03% 792 -94 -3.05% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Added to 2,981 420 0.01% 0.01% 793 +196 7.04% Q4 2025 Jan 30, 2026
Soltis Investment Advisors LLC History Reduced 2,970 418 0.03% 0.03% 794 -63 -2.08% Q4 2025 Apr 02, 2026
RAM Investment Partners, LLC History Added to 2,968 418 0.08% 0.08% 795 +7 0.24% Q4 2025 Feb 12, 2026
SmartHarvest Portfolios, LLC History New 2,947 415 0.14% 797 +2,947 New Q4 2025 Feb 12, 2026
IMA Advisory Services, Inc. History Reduced 2,943 415 0.04% 0.04% 796 -571 -16.25% Q4 2025 Feb 11, 2026
Gambit Capital Management, LLC History New 2,920 411 0.29% 800 +2,920 New Q4 2025 Feb 06, 2026
Cypress Wealth Services, LLC History New 2,917 411 0.06% 799 +2,917 New Q4 2025 Jan 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,916 411 0.01% 0.01% 798 0 0.0% Q4 2025 Feb 12, 2026