VANGUARD WHITEHALL FUNDS - VYM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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
BANK OF AMERICA CORP /DE/ History Added to 12,528,880 1,798,144 0.13% 0.11% 1 +627,046 5.27% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 10,202,996 1,464,334 0.09% 0.09% 2 +161,311 1.61% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 7,720,006 1,107,975 0.34% 0.34% 3 +274,754 3.69% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 6,820,119 978,823 0.27% 0.27% 4 +345,129 5.33% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 5,506,257 790,257 0.14% 0.14% 5 +204,501 3.86% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 5,363,002 769,698 0.05% 0.04% 6 +90,312 1.71% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 4,187,841 601,621 0.14% 0.13% 7 +168,579 4.19% Q4 2025 Feb 17, 2026
Creative Planning History Added to 3,618,754 519,363 0.37% 0.38% 8 +43,718 1.22% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 3,450,762 495,253 0.15% 0.14% 9 +27,641 0.81% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 2,878,253 413,086 0.07% 0.06% 10 -33,030 -1.13% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 2,645,151 379,632 0.41% 0.41% 11 +157,063 6.31% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,751,727 373,082 0.57% 0.62% 12 +105,528 3.99% Q4 2025 Feb 18, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,595,284 372,475 0.23% 0.22% 13 +251,958 10.75% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,491,630 357,599 0.06% — 14 +2,491,630 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,374,374 340,770 0.45% 0.43% 15 +2,049 0.09% Q4 2025 Feb 12, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 2,314,911 332,236 2.67% 2.59% 16 +68,167 3.03% Q4 2025 Jan 27, 2026
Janney Montgomery Scott LLC History Added to 1,913,439 274,617 0.63% 0.62% 17 +60,880 3.29% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,869,900 268,368 0.03% 0.03% 18 -149,967 -7.42% Q4 2025 Mar 25, 2026
SCS Capital Management LLC History Reduced 1,505,250 216,033 2.29% 2.32% 19 -6,000 -0.4% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 1,466,668 210,497 0.19% 0.18% 20 +101,529 7.44% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,455,086 208,900 0.31% 0.27% 21 +84,346 6.15% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 1,420,355 203,849 0.22% 0.22% 22 +63,617 4.69% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 1,398,107 200,309 0.77% — 23 +1,398,107 New Q4 2025 Feb 13, 2026
Rakuten Investment Management, Inc. History No change 1,418,554 199,321 0.67% 0.71% 24 0 0.0% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History No change 1,132,957 162,601 2.1% 2.11% 25 0 0.0% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 1,095,800 157,269 0.65% 0.69% 26 +22,917 2.14% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 1,092,000 156,723 0.02% 0.0% 27 +893,100 449.02% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,090,230 156,470 0.41% 0.39% 28 +83,172 8.26% Q4 2025 Feb 05, 2026
Auto-Owners Insurance Co History Added to 1,035,700 148,643 3.12% 2.64% 29 +311,500 43.01% Q4 2025 Mar 09, 2026
Joel Isaacson & Co., LLC History Added to 1,027,796 147,509 4.87% 4.97% 30 +49,887 5.1% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Reduced 935,150 134,212 0.18% 0.18% 31 -3,596 -0.38% Q4 2025 Feb 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 933,014 133,906 0.02% 0.02% 32 +33,116 3.68% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 928,873 133,311 0.21% 0.14% 33 +329,944 55.09% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 909,000 130,459 0.07% 0.08% 34 +17,565 1.97% Q4 2025 Feb 06, 2026
Wharton Business Group, LLC History Added to 892,467 128,087 4.87% 5.49% 35 +256 0.03% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 829,110 118,993 0.73% 0.69% 36 +67,954 8.93% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 820,249 117,722 0.22% 0.23% 37 +22,237 2.79% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Reduced 790,209 113,410 3.13% 3.25% 38 -18,475 -2.28% Q4 2025 Jan 20, 2026
Cerity Partners LLC History Added to 761,565 109,299 0.16% 0.13% 39 +201,547 35.99% Q4 2025 Feb 11, 2026
Martel Wealth Advisors Inc History Added to 726,001 104,195 17.79% 17.49% 40 +17,498 2.47% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 725,844 104,173 0.43% — 41 +725,844 New Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 723,201 103,794 0.14% 0.15% 42 +35,284 5.13% Q4 2025 Mar 09, 2026
BANK OF MONTREAL /CAN/ History Added to 708,721 101,715 0.04% 0.03% 43 +63,918 9.91% Q4 2025 Feb 12, 2026
One Day In July LLC History Added to 704,387 101,093 8.3% 8.16% 44 +20,077 2.93% Q4 2025 Feb 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 700,928 100,597 0.05% 0.0% 45 +696,944 17493.57% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 698,050 100,184 0.2% 0.17% 46 +126,550 22.14% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 653,253 93,754 0.64% 0.64% 47 +32,299 5.2% Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Added to 642,119 92,157 9.13% 9.31% 48 +4,156 0.65% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 639,184 91,735 1.04% 1.07% 49 -7,413 -1.15% Q4 2025 Jan 20, 2026
MML INVESTORS SERVICES, LLC History Added to 627,137 90,006 0.22% 0.22% 50 +46,941 8.09% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 582,800 83,643 2.15% 2.13% 51 -6,798 -1.15% Q4 2025 Feb 03, 2026
Mariner, LLC History Added to 569,968 81,802 0.1% 0.1% 52 +14,130 2.54% Q4 2025 Feb 13, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 549,805 78,907 14.26% 13.78% 53 +6,103 1.12% Q4 2025 Jan 16, 2026
PINNACLE ASSOCIATES LTD History Added to 543,929 78,064 1.0% 1.01% 54 +6,203 1.15% Q4 2025 Feb 05, 2026
Wellspring Financial Advisors, LLC History Added to 2,978,503 77,207 6.11% 6.78% 55 +70,074 2.41% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 521,283 74,814 0.09% 0.04% 56 +332,031 175.44% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 493,191 72,380 0.1% 0.1% 57 +3,577 0.73% Q4 2025 Jan 08, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 501,324 71,950 8.81% 7.74% 58 +70,018 16.23% Q4 2025 Jan 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 489,328 70,228 0.01% 0.01% 59 +18,222 3.87% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 480,281 68,929 0.38% 0.38% 60 +5,156 1.09% Q4 2025 Feb 12, 2026
White Lighthouse Investment Management Inc. History Added to 471,838 67,718 9.45% 9.95% 61 +8,910 1.92% Q4 2025 Feb 09, 2026
Align Financial, LLC History New 64,440 64,440 0.04% — 62 +64,440 New Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History Reduced 434,636 62,378 6.36% 11.17% 63 -5,572 -1.27% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 417,062 59,856 0.03% 0.04% 64 +15,486 3.86% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 396,265 56,872 1.17% 1.38% 65 -152,187 -27.75% Q4 2025 Feb 05, 2026
Smithfield Trust Co History Reduced 390,509 56,009 2.48% 2.49% 66 -4,711 -1.19% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Reduced 376,884 54,090 0.25% 0.27% 67 -7,068 -1.84% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 371,228 53,278 0.96% 0.95% 68 +2,030 0.55% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Reduced 345,556 49,594 4.73% 4.8% 69 -1,138 -0.33% Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Reduced 342,801 49,198 0.4% 0.49% 70 -3,783 -1.09% Q4 2025 Feb 17, 2026
Operose Advisors LLC History Reduced 340,681 48,895 11.39% 12.32% 71 -10,104 -2.88% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Reduced 337,278 48,405 1.91% 1.97% 72 -7,670 -2.22% Q4 2025 Jan 14, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 336,132 48,241 3.05% 2.1% 73 +123,278 57.92% Q4 2025 Feb 04, 2026
NewEdge Advisors, LLC History Added to 331,827 47,623 0.17% 0.21% 74 +4,311 1.32% Q4 2025 Feb 18, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 327,388 46,986 0.36% 0.34% 75 +26,249 8.72% Q4 2025 Feb 12, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 326,990 46,929 11.16% 11.46% 76 -376 -0.11% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 323,090 46,369 0.03% 0.03% 77 +18,084 5.93% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Added to 319,399 45,840 0.9% 0.36% 78 +196,560 160.01% Q4 2025 Jan 14, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 318,956 45,776 1.9% 2.0% 79 -11,296 -3.42% Q4 2025 Feb 13, 2026
Zhang Financial LLC History Reduced 314,048 45,072 1.68% 1.82% 80 -2,940 -0.93% Q4 2025 Feb 10, 2026
M&T BANK CORP History Added to 311,151 44,656 0.14% 0.14% 81 +12,473 4.18% Q4 2025 Jan 30, 2026
Round Rock Advisors LLC History Added to 307,633 44,151 6.64% 6.77% 82 +4,596 1.52% Q4 2025 Jan 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 304,969 43,769 3.01% 3.19% 83 +3,545 1.18% Q4 2025 Feb 02, 2026
Twele Capital Management, Inc. History Added to 298,771 42,879 7.66% 7.71% 84 +2,198 0.74% Q4 2025 Jan 09, 2026
DAVENPORT & Co LLC History Added to 297,403 42,683 0.23% 0.2% 85 +27,700 10.27% Q4 2025 Jan 12, 2026
FMR LLC History Added to 295,710 42,440 0.0% 0.0% 86 +31,593 11.96% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 289,443 41,540 0.82% 0.87% 87 +8,864 3.16% Q4 2025 Jan 21, 2026
RWA WEALTH PARTNERS, LLC History Added to 289,191 41,504 0.45% 0.14% 88 +202,003 231.69% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 280,996 40,328 0.04% 0.04% 89 +11,047 4.09% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 279,427 40,103 0.14% 0.13% 90 +26,117 10.31% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 278,479 39,967 0.32% 0.35% 91 +6,776 2.49% Q4 2025 Jan 26, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 270,704 38,851 12.71% 13.05% 92 +6,495 2.46% Q4 2025 Jan 15, 2026
Heartwood Wealth Advisors LLC History Added to 267,804 38,435 3.54% 3.48% 93 +3,186 1.2% Q4 2025 Jan 12, 2026
Lido Advisors, LLC History Added to 260,827 36,875 0.11% 0.1% 94 +30,837 13.41% Q4 2025 Feb 10, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 250,940 36,014 4.71% 4.62% 95 0 0.0% Q4 2025 Feb 17, 2026
Crews Bank & Trust History Added to 248,065 35,602 5.09% 4.95% 96 +8,069 3.36% Q4 2025 Jan 21, 2026
Human Investing LLC History Added to 246,463 35,372 5.0% 5.13% 97 +187 0.08% Q4 2025 Jan 27, 2026
Valmark Advisers, Inc. History Added to 244,332 35,066 0.43% 0.37% 98 +38,726 18.84% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Reduced 243,840 34,995 0.19% 0.3% 99 -159,500 -39.54% Q4 2025 Jan 29, 2026
Focus Financial Network, Inc. History Added to 232,245 33,331 1.16% 1.08% 100 +16,630 7.71% Q4 2025 Jan 12, 2026
Conservest Capital Advisors, Inc. History Added to 230,157 33,032 2.98% 2.99% 101 +1,082 0.47% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 229,437 32,928 0.23% 0.27% 102 +2,366 1.04% Q4 2025 Feb 18, 2026
Forum Private Client Group LLC History Added to 221,838 31,838 10.85% 10.58% 103 +11,190 5.31% Q4 2025 Feb 06, 2026
Venture Visionary Partners LLC History Added to 220,806 31,793 1.04% 1.06% 104 +2,434 1.11% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 220,459 31,640 0.53% 0.56% 105 -12,133 -5.22% Q4 2025 Jan 28, 2026
Wolff Financial Management LLC History Added to 220,265 31,612 7.11% 7.1% 106 +3,376 1.56% Q4 2025 Feb 06, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 218,597 31,373 0.02% 0.02% 107 +49,694 29.42% Q4 2025 Feb 11, 2026
WASHINGTON TRUST Co History Added to 218,515 31,361 1.02% 1.0% 108 +1,990 0.92% Q4 2025 Feb 10, 2026
IFG Advisory, LLC History Added to 216,947 31,136 1.36% 1.29% 109 +16,196 8.07% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History Reduced 215,956 30,994 0.2% 0.2% 110 -30,197 -12.27% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 214,490 30,783 0.18% 0.18% 111 +11,800 5.82% Q4 2025 Jan 26, 2026
DeDora Capital, Inc. History Reduced 214,265 30,751 7.28% 7.3% 112 -296 -0.14% Q4 2025 Jan 22, 2026
Berkeley Capital Partners, LLC History Reduced 213,470 30,637 7.21% 7.22% 113 -3,103 -1.43% Q4 2025 Feb 05, 2026
Roble, Belko & Company, Inc History Added to 213,462 30,636 4.01% 4.07% 114 +662 0.31% Q4 2025 Jan 12, 2026
Focused Wealth Management, Inc History Added to 212,334 30,474 3.18% 3.08% 115 +7,011 3.41% Q4 2025 Jan 29, 2026
BANK OF HAWAII History Added to 211,693 30,382 1.5% 1.48% 116 +1,363 0.65% Q4 2025 Mar 03, 2026
GSG Advisors LLC History Added to 211,687 30,381 7.84% 7.86% 117 +1,287 0.61% Q4 2025 Jan 08, 2026
DAGCO, INC. History Added to 211,441 30,345 7.01% 7.49% 118 +93 0.04% Q4 2025 Jan 08, 2026
Opus Capital Group, LLC History Added to 210,973 30,279 3.28% 3.33% 119 +831 0.4% Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Added to 208,881 29,978 0.04% 0.03% 120 +5,642 2.78% Q4 2025 Jan 30, 2026
Arkadios Wealth Advisors History Added to 205,231 29,454 0.57% 0.65% 121 +13,665 7.13% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 204,322 29,324 0.12% 0.11% 122 -3,635 -1.75% Q4 2025 Jan 29, 2026
BEACON FINANCIAL GROUP History New 201,563 28,928 2.88% — 123 +201,563 New Q4 2025 Apr 01, 2026
Charter Capital Management, LLC\DE History Added to 201,439 28,910 14.93% 14.67% 124 +8,579 4.45% Q4 2025 Jan 22, 2026
Southern Farm Bureau Life Insurance History No change 200,033 28,707 2.96% 3.33% 125 0 0.0% Q4 2025 Jan 28, 2026
Buska Wealth Management, LLC History Reduced 197,568 28,354 10.48% 10.57% 126 -52,383 -20.96% Q4 2025 Jan 22, 2026
Mutual Advisors, LLC History Reduced 197,082 28,285 0.61% 0.61% 127 -629 -0.32% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 196,748 28,237 0.88% 0.9% 128 +1,701 0.87% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 194,005 27,835 0.15% 0.16% 129 +13,739 7.62% Q4 2025 Feb 17, 2026
REBALANCE, LLC History Reduced 191,581 27,495 1.61% 1.72% 130 -10,669 -5.28% Q4 2025 Jan 15, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 191,421 27,472 4.71% 4.7% 131 -1,524 -0.79% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 186,679 26,792 0.05% 0.01% 132 +164,934 758.49% Q4 2025 Feb 17, 2026
Investment Advisory Group, LLC History Added to 186,045 26,701 6.87% 6.87% 133 +6,756 3.77% Q4 2025 Jan 23, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 183,920 26,396 3.54% 2.76% 134 +61,966 50.81% Q4 2025 Feb 17, 2026
Oak Harvest Investment Services History Added to 183,259 26,301 2.87% 2.96% 135 +3,094 1.72% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Added to 182,198 26,149 0.07% 0.07% 136 +161 0.09% Q4 2025 Feb 17, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 180,976 25,973 2.75% 2.87% 137 -2,292 -1.25% Q4 2025 Jan 09, 2026
Concurrent Investment Advisors, LLC History Added to 180,798 25,948 0.3% 0.4% 138 +15,173 9.16% Q4 2025 Jan 29, 2026
Integrated Wealth Concepts LLC History Reduced 176,833 25,379 0.3% 0.27% 139 -33,976 -16.12% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 174,597 25,058 0.19% — 140 +174,597 New Q4 2025 Feb 18, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 173,630 24,919 1.53% 1.44% 141 +12,871 8.01% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 173,550 24,907 0.56% 0.61% 142 +8,166 4.94% Q4 2025 Feb 06, 2026
Avion Wealth History Added to 171,822 24,659 5.17% 5.1% 143 +2,999 1.78% Q4 2025 Jan 23, 2026
Montis Financial, LLC History Reduced 171,246 24,577 4.86% 5.62% 144 -1,758 -1.02% Q4 2025 Feb 11, 2026
Quaker Wealth Management, LLC History Added to 170,637 24,489 7.76% 7.65% 145 +3,857 2.31% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Added to 170,596 24,483 1.39% 1.4% 146 +4,955 2.99% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 168,719 24,214 6.41% 6.78% 147 -9,651 -5.41% Q4 2025 Feb 10, 2026
Annandale Capital, LLC History Added to 168,517 24,186 2.87% 3.74% 148 +12,356 7.91% Q4 2025 Feb 12, 2026
FIRST HAWAIIAN BANK History Reduced 166,845 23,945 3.19% 3.04% 149 -1,213 -0.72% Q4 2025 Jan 05, 2026
Piedmont Capital Management, LLC History Reduced 164,293 23,579 12.03% 12.25% 150 -653 -0.4% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 163,264 23,431 0.0% 0.0% 151 +1,246 0.77% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 161,299 23,149 0.06% 0.06% 152 +7,687 5.0% Q4 2025 Feb 17, 2026
Ariston Services Group History Added to 157,818 22,650 13.29% 13.36% 153 +592 0.38% Q4 2025 Jan 23, 2026
COMMERCE BANK History Added to 156,641 22,481 0.12% 0.12% 154 +568 0.36% Q4 2025 Feb 13, 2026
Long Run Wealth Advisors, LLC History Added to 156,215 22,420 4.22% 4.2% 155 +4,548 3.0% Q4 2025 Feb 02, 2026
Westside Investment Management, Inc. History Added to 155,785 22,367 3.58% 3.47% 156 +1,760 1.14% Q4 2025 Jan 23, 2026
Wealth Dimensions Group, Ltd. History Added to 153,925 22,091 4.38% 4.36% 157 +3,439 2.29% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 153,066 21,968 1.23% 1.62% 158 -32,907 -17.69% Q4 2025 Feb 04, 2026
Alliance Wealth Advisors, LLC /UT History Added to 150,847 21,649 4.69% 0.3% 159 +141,793 1566.08% Q4 2025 Feb 02, 2026
FIRST NATIONAL TRUST CO History Added to 149,171 21,409 0.71% 0.71% 160 +2,828 1.93% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Added to 148,544 21,319 0.27% 0.25% 161 +12,877 9.49% Q4 2025 Feb 09, 2026
HOWE & RUSLING INC History Added to 147,512 21,170 1.4% 0.9% 162 +54,739 59.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 145,500 20,882 0.0% 0.03% 163 -1,107,083 -88.38% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 145,298 20,853 0.66% 0.67% 164 -642 -0.44% Q4 2025 Jan 30, 2026
Bank of New York Mellon Corp History Added to 144,815 20,783 0.0% 0.0% 165 +12,315 9.29% Q4 2025 Feb 10, 2026
Ballast, Inc. History Added to 144,777 20,778 4.86% 4.09% 166 +25,082 20.95% Q4 2025 Feb 03, 2026
Financial Perspectives, Inc History Added to 144,312 20,711 5.58% 5.61% 167 +787 0.55% Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History Added to 141,814 20,353 0.04% 0.03% 168 +23,869 20.24% Q4 2025 Mar 16, 2026
AdvisorNet Financial, Inc History Reduced 141,732 20,341 1.08% 1.18% 169 -5,834 -3.95% Q4 2025 Jan 20, 2026
Bryn Mawr Trust Advisors, LLC History Added to 141,403 20,294 0.98% 0.64% 170 +49,535 53.92% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Reduced 138,653 19,899 0.62% 0.76% 171 -29,150 -17.37% Q4 2025 Jan 06, 2026
Northside Capital Management, LLC History No change 138,090 19,818 1.72% 1.78% 172 0 0.0% Q4 2025 Jan 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 137,816 19,779 1.04% 1.25% 173 -4,557 -3.2% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 136,866 19,643 0.49% 0.49% 174 +4,262 3.21% Q4 2025 Feb 09, 2026
Perfromance Wealth Partners, LLC History Reduced 136,607 19,605 0.53% 0.54% 175 -201 -0.15% Q4 2025 Jan 21, 2026
Steele Capital Management, Inc. History Added to 136,510 19,591 0.84% 0.82% 176 +4,785 3.63% Q4 2025 Jan 27, 2026
Select Asset Management & Trust History Added to 136,235 19,552 6.08% 5.91% 177 +18 0.01% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 135,376 19,429 0.03% 0.03% 178 -1,401 -1.02% Q4 2025 Feb 05, 2026
Baker Ellis Asset Management LLC History Reduced 135,353 19,425 2.34% 2.41% 179 -3,349 -2.41% Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History Reduced 133,100 19,405 1.72% 1.75% 180 -3,992 -2.91% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Reduced 132,086 18,956 0.15% 0.21% 181 -147,336 -52.73% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Added to 130,654 18,751 0.03% 0.02% 182 +15,061 13.03% Q4 2025 Feb 10, 2026
PFG Advisors History Reduced 128,116 18,387 0.89% 0.96% 183 -37,783 -22.77% Q4 2025 Jan 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 124,045 17,802 1.12% 1.15% 184 -1,800 -1.43% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 123,301 17,696 0.26% 0.24% 185 +10,896 9.69% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 123,124 17,670 0.97% 0.07% 186 +115,215 1456.76% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 122,895 17,637 5.13% 5.36% 187 +7,528 6.53% Q4 2025 Feb 11, 2026
Hardy Reed LLC History Reduced 120,847 17,343 1.24% 1.33% 188 -7,759 -6.03% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 120,735 17,327 0.77% 0.58% 189 +32,798 37.3% Q4 2025 Jan 27, 2026
Mittelman Wealth Management History Reduced 120,717 17,325 11.26% 12.05% 190 -9,855 -7.55% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 120,710 17,324 0.15% 0.11% 191 +24,200 25.08% Q4 2025 Jan 05, 2026
Arkos Global Advisors History Reduced 120,392 17,279 2.21% 2.19% 192 -1,338 -1.1% Q4 2025 Feb 13, 2026
Penserra Capital Management LLC History New 119,401 17,136 0.2% — 193 +119,401 New Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 118,948 17,071 0.96% 0.98% 194 -712 -0.6% Q4 2025 Feb 06, 2026
AF Advisors, Inc. History Added to 118,864 17,059 6.48% 4.51% 195 +40,001 50.72% Q4 2025 Feb 06, 2026
Unison Advisors LLC History Added to 118,733 17,040 1.49% 1.53% 196 +28 0.02% Q4 2025 Jan 21, 2026
Reality Financial Planning Services, LLC History New 118,038 16,940 16.22% — 197 +118,038 New Q4 2025 Feb 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 117,870 16,916 1.31% 1.24% 198 -6,968 -5.58% Q4 2025 Jan 23, 2026
EP Wealth Advisors, LLC History New 117,571 16,873 0.09% — 199 +117,571 New Q4 2025 Feb 18, 2026
Certified Advisory Corp History Added to 117,350 16,842 1.53% 1.55% 200 +1,408 1.21% Q4 2025 Jan 12, 2026
Procyon Advisors, LLC History Added to 116,090 16,661 0.82% 0.95% 201 +1,885 1.65% Q4 2025 Jan 07, 2026
Juno Financial Group LLC History New 114,670 16,457 6.59% — 202 +114,670 New Q4 2025 Jan 28, 2026
Cresset Asset Management, LLC History Added to 113,954 16,354 0.07% 0.07% 203 +7,816 7.36% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 113,510 16,290 0.32% 0.34% 204 -1,563 -1.36% Q4 2025 Feb 02, 2026
Iron Gate Global Advisors LLC History Added to 112,933 16,208 1.66% 1.47% 205 +10,957 10.74% Q4 2025 Feb 17, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 111,875 16,056 7.01% 7.04% 206 +3,190 2.94% Q4 2025 Jan 29, 2026
Tepp RIA, LLC History Added to 108,931 15,633 15.47% 16.77% 207 +4,150 3.96% Q4 2025 Feb 04, 2026
MAI Capital Management History Added to 108,654 15,594 0.09% 0.06% 208 +36,046 49.64% Q4 2025 Feb 13, 2026
Francis Financial, Inc. History Reduced 108,113 15,516 3.03% 2.91% 209 -8,044 -6.93% Q4 2025 Feb 11, 2026
Bell Bank History Reduced 107,334 15,404 0.66% 4.4% 210 -613,865 -85.12% Q4 2025 Jan 14, 2026
Aptus Capital Advisors, LLC History Added to 107,215 15,387 0.11% 0.09% 211 +19,444 22.15% Q4 2025 Feb 13, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 105,986 15,211 9.36% 9.42% 212 +151 0.14% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 105,497 15,140 0.96% 1.12% 213 -16,141 -13.27% Q4 2025 Jan 23, 2026
Integrated Advisors Network LLC History Reduced 104,846 15,047 0.67% 0.71% 214 -14,524 -12.17% Q4 2025 Feb 17, 2026
Asset Allocation & Management Company, LLC History No change 102,990 14,781 5.89% 6.12% 215 0 0.0% Q4 2025 Jan 12, 2026
High Net Worth Advisory Group LLC History Added to 102,923 14,771 3.4% 3.44% 216 +1,499 1.48% Q4 2025 Jan 23, 2026
Stonebridge Capital Advisors LLC History Added to 102,056 14,647 1.01% 1.0% 217 +2,667 2.68% Q4 2025 Feb 12, 2026
HEADINVEST, LLC History Added to 102,006 14,639 2.91% 2.96% 218 +523 0.52% Q4 2025 Feb 02, 2026
Seneca Financial Advisors LLC History Added to 101,846 14,616 4.45% 4.4% 219 +6,341 6.64% Q4 2025 Jan 26, 2026
Allen Investment Management, LLC History Added to 101,796 14,609 0.16% 0.06% 220 +62,199 157.08% Q4 2025 Feb 10, 2026
VSM Wealth Advisory, LLC History Reduced 101,238 14,529 4.36% 4.47% 221 -634 -0.62% Q4 2025 Feb 06, 2026
Private Advisory Group LLC History Reduced 100,807 14,467 1.13% 1.19% 222 -1,685 -1.64% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Added to 100,000 14,351 0.21% 0.2% 223 +7,402 7.99% Q4 2025 Feb 09, 2026
Rollins Financial Advisors, LLC History Added to 99,928 14,341 2.1% 1.72% 224 +19,131 23.68% Q4 2025 Feb 04, 2026
BROWN ADVISORY INC History Added to 99,176 14,233 0.02% 0.02% 225 +6,336 6.82% Q4 2025 Feb 13, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 98,624 14,154 1.27% 1.17% 226 +9,188 10.27% Q4 2025 Jan 16, 2026
Capital Advisors Wealth Management, LLC History Added to 98,503 14,137 1.93% 1.9% 227 +3,899 4.12% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Added to 98,480 14,133 0.04% 0.04% 228 +7,268 7.97% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 98,464 14,131 0.18% 0.18% 229 -1,845 -1.84% Q4 2025 Feb 10, 2026
Pointe Capital Management LLC History Reduced 98,378 14,119 7.0% 6.83% 230 -786 -0.79% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 98,270 14,103 2.26% 2.2% 231 +4,966 5.32% Q4 2025 Feb 04, 2026
SlateStone Wealth, LLC History Reduced 97,565 14,002 1.17% 1.19% 232 -123 -0.13% Q4 2025 Feb 11, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 97,455 13,986 0.67% 0.66% 233 +4,237 4.55% Q4 2025 Feb 10, 2026
Bernardo Wealth Planning LLC History Reduced 97,190 13,948 2.66% 2.72% 234 -1,269 -1.29% Q4 2025 Jan 26, 2026
Brookstone Capital Management History Added to 97,133 13,940 0.16% 0.14% 235 +14,912 18.14% Q4 2025 Jan 15, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Reduced 97,090 13,935 2.28% 2.33% 236 -1,267 -1.29% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 96,874 13,903 0.17% 0.08% 237 +54,177 126.89% Q4 2025 Feb 04, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 92,786 13,663 6.13% 5.99% 238 -2,267 -2.38% Q4 2025 Jan 14, 2026
HB Wealth Management, LLC History Added to 94,990 13,633 0.09% 0.09% 239 +5,134 5.71% Q4 2025 Jan 28, 2026
Asset Allocation Strategies LLC History Added to 94,195 13,518 2.5% 2.48% 240 +5,157 5.79% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 93,945 13,482 0.33% 0.29% 241 +8,774 10.3% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Reduced 93,247 13,382 0.0% 0.0% 242 -1,119 -1.19% Q4 2025 Jan 29, 2026
Grandview Asset Management LLC History Added to 92,797 13,318 3.65% 3.59% 243 +2,300 2.54% Q4 2025 Jan 26, 2026
Cherry Tree Wealth Management, LLC History Added to 92,056 13,211 2.79% 2.84% 244 +247 0.27% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 91,406 13,118 0.08% 0.08% 245 +10,843 13.46% Q4 2025 Feb 17, 2026
Insight Wealth Strategies, LLC History Added to 90,603 13,003 1.49% 1.49% 246 +811 0.9% Q4 2025 Jan 02, 2026
BlackRock, Inc. History Added to 89,645 12,865 0.0% 0.0% 247 +81,991 1071.22% Q4 2025 Feb 12, 2026
Accretive Wealth Partners, LLC History Added to 88,766 12,739 3.78% 3.77% 248 +1,117 1.27% Q4 2025 Jan 28, 2026
NWAM LLC History Reduced 88,252 12,704 0.71% 0.69% 249 -2,251 -2.49% Q4 2025 Feb 04, 2026
Pinnacle Financial Group, LLC / IL History Added to 88,439 12,692 3.68% 3.64% 250 +3,095 3.63% Q4 2025 Feb 05, 2026
Stokes Family Office, LLC History Added to 87,514 12,559 1.15% 1.17% 251 +77 0.09% Q4 2025 Feb 18, 2026
SWAN Capital LLC History Added to 86,600 12,428 4.83% 4.21% 252 +12,986 17.64% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Added to 85,677 12,296 0.15% 0.12% 253 +19,207 28.9% Q4 2025 Feb 05, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 83,782 12,279 2.76% 2.95% 254 +2,474 3.04% Q4 2025 Feb 04, 2026
truNorth Financial Services, Inc. History New 85,337 12,247 13.28% — 255 +85,337 New Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 84,572 12,137 0.2% 0.18% 256 +23,767 39.09% Q4 2025 Mar 12, 2026
Global Retirement Partners, LLC History Added to 83,348 11,962 0.21% 0.19% 257 +23,553 39.39% Q4 2025 Feb 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 82,782 11,880 1.33% 1.37% 258 -2,328 -2.74% Q4 2025 Jan 22, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 82,132 11,787 0.22% 0.23% 259 +1,248 1.54% Q4 2025 Feb 10, 2026
Raab & Moskowitz Asset Management LLC History Added to 81,041 11,630 2.54% 2.42% 260 +4,374 5.71% Q4 2025 Jan 20, 2026
Crescent Grove Advisors, LLC History Added to 80,839 11,601 1.08% 1.06% 261 +1,494 1.88% Q4 2025 Feb 11, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Reduced 80,685 11,579 4.85% 4.93% 262 -1,904 -2.31% Q4 2025 Feb 13, 2026
Linscomb Wealth, Inc. History Reduced 80,639 11,573 0.49% 0.5% 263 -2,093 -2.53% Q4 2025 Feb 10, 2026
waypoint wealth counsel History Added to 80,320 11,527 4.23% 4.21% 264 +4,612 6.09% Q4 2025 Jan 28, 2026
Octavia Wealth Advisors, LLC History Added to 80,252 11,517 1.1% 1.09% 265 +2,271 2.91% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 80,027 11,485 0.04% 0.04% 266 +10,146 14.52% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History Reduced 79,783 11,450 0.13% 0.13% 267 -2,966 -3.58% Q4 2025 Feb 13, 2026
Sterling Financial Planning, Inc. History Added to 79,046 11,344 3.42% 3.41% 268 +2,300 3.0% Q4 2025 Jan 27, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Added to 78,970 11,333 6.58% 6.39% 270 +482 0.61% Q4 2025 Jan 07, 2026
ROMANO BROTHERS AND COMPANY History Added to 78,968 11,333 1.29% 1.27% 269 +385 0.49% Q4 2025 Jan 14, 2026
Vestmark Advisory Solutions, Inc. History Added to 77,953 11,187 0.15% 0.21% 271 +1,574 2.06% Q4 2025 Feb 06, 2026
Summit Wealth Partners, LLC History Reduced 77,822 11,168 2.06% 2.01% 272 -1,257 -1.59% Q4 2025 Jan 27, 2026
Kropog Financial Group, LLC History Added to 76,629 10,997 8.52% 8.5% 273 +3,022 4.11% Q4 2025 Feb 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 76,550 10,986 0.19% 0.02% 274 +68,789 886.34% Q4 2025 Feb 19, 2026
NISA INVESTMENT ADVISORS, LLC History New 76,316 10,952 0.04% — 275 +76,316 New Q4 2025 Jan 15, 2026
Granite FO LLC History Added to 75,428 10,825 5.77% 5.77% 276 +9 0.01% Q4 2025 Feb 06, 2026
Milestone Investment Advisors LLC History Reduced 75,367 10,816 2.62% 2.65% 277 -459 -0.61% Q4 2025 Feb 11, 2026
EPG Wealth Management LLC History Added to 75,089 10,776 2.9% 2.86% 278 +1,497 2.03% Q4 2025 Jan 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 74,318 10,712 0.02% 0.01% 279 +31,741 74.55% Q4 2025 Feb 05, 2026
Keudell/Morrison Wealth Management History New 74,511 10,693 2.25% — 280 +74,511 New Q4 2025 Feb 06, 2026
Robertson Stephens Wealth Management, LLC History Reduced 74,502 10,692 0.28% 0.33% 281 -3,966 -5.05% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History No change 74,344 10,669 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 11, 2026
WEST BANCORPORATION INC History Added to 74,140 10,640 5.58% 5.23% 283 +7,461 11.19% Q4 2025 Jan 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 73,970 10,616 0.19% 0.21% 284 -180 -0.24% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 73,964 10,615 0.5% 0.45% 285 +617 0.84% Q4 2025 Jan 21, 2026
Western Pacific Wealth Management, LP History Added to 73,910 10,607 10.27% 8.56% 286 +11,656 18.72% Q4 2025 Feb 04, 2026
AMG National Trust Bank History Reduced 73,850 10,598 0.25% 0.26% 287 -2,575 -3.37% Q4 2025 Jan 30, 2026
Stillwater Capital Advisors, LLC History Added to 72,391 10,389 1.12% 0.98% 288 +10,609 17.17% Q4 2025 Jan 14, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 72,381 10,388 4.46% 4.61% 289 +1,047 1.47% Q4 2025 Jan 22, 2026
ASSOCIATED BANC-CORP History Reduced 72,355 10,384 0.27% 0.29% 290 -6,607 -8.37% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Reduced 72,144 10,354 0.02% 0.02% 291 -2,220 -2.99% Q4 2025 Feb 12, 2026
Johnson Financial Group, Inc. History Reduced 71,502 10,261 0.38% 0.44% 292 -11,540 -13.9% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 71,445 10,254 0.03% 0.03% 293 +6,757 10.45% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Added to 70,997 10,241 0.44% 0.42% 294 +1,999 2.9% Q4 2025 Feb 12, 2026
Evergreen Wealth Management, LLC History Added to 70,844 10,167 5.12% 5.16% 295 +1,022 1.46% Q4 2025 Feb 06, 2026
Atlas Legacy Advisors, LLC History Added to 70,750 10,154 1.78% 1.85% 296 +2,707 3.98% Q4 2025 Jan 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 70,742 10,152 1.71% — 297 +70,742 New Q4 2025 Feb 12, 2026
Tide Cove Capital Partners LLC History Added to 64,860 10,100 6.97% 6.49% 298 +4,337 7.17% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Added to 70,271 10,085 0.28% 0.28% 299 +1,897 2.77% Q4 2025 Feb 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 70,073 10,056 0.37% 0.04% 300 +63,305 935.36% Q4 2025 Feb 09, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 68,742 9,932 0.29% 0.03% 301 +65,316 1906.48% Q4 2025 Feb 13, 2026
SONATA CAPITAL GROUP INC History Reduced 68,960 9,897 3.57% 3.59% 302 -65 -0.09% Q4 2025 Jan 26, 2026
Pettinga Financial Advisors LLC History Reduced 68,928 9,892 1.88% 2.01% 303 -4,086 -5.6% Q4 2025 Feb 12, 2026
Goldstone Financial Group, LLC History Added to 67,617 9,704 1.08% 1.06% 304 +4,082 6.42% Q4 2025 Feb 13, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 67,477 9,684 3.8% 3.69% 305 +1,818 2.77% Q4 2025 Jan 30, 2026
PFG Private Wealth Management, LLC History Added to 67,397 9,672 4.23% 1.66% 306 +40,910 154.45% Q4 2025 Jan 15, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 67,384 9,671 0.61% 0.63% 307 -120 -0.18% Q4 2025 Jan 21, 2026
AA Financial Advisors, LLC History Reduced 67,266 9,653 1.78% 2.09% 308 -8,111 -10.76% Q4 2025 Jan 14, 2026
HBW ADVISORY SERVICES LLC History Added to 66,999 9,615 1.04% 1.05% 309 +483 0.73% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Added to 66,950 9,608 0.24% 0.23% 310 +2,354 3.64% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 66,876 9,598 0.05% 0.05% 311 +6,936 11.57% Q4 2025 Feb 11, 2026
Daybright Advisory Services, Inc. History New 66,686 9,570 2.55% — 312 +66,686 New Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 66,286 9,513 0.0% 0.0% 313 -6,852 -9.37% Q4 2025 Feb 13, 2026
Montz Harcus Wealth Management LLC History Added to 65,927 9,461 3.83% 3.97% 314 +1,344 2.08% Q4 2025 Jan 22, 2026
Arax Advisory Partners History Reduced 65,604 9,415 0.27% 0.15% 315 -11,448 -14.86% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 65,550 9,407 0.12% 0.09% 317 +11,147 20.49% Q4 2025 Feb 11, 2026
Advisory Services Network, LLC History Added to 65,546 9,407 0.13% 0.13% 316 +1,123 1.74% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 65,388 9,384 0.35% 0.38% 318 +24,062 58.22% Q4 2025 Feb 04, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 65,346 9,378 1.35% 1.35% 319 +85 0.13% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 65,203 9,357 0.19% 0.2% 320 +2,355 3.75% Q4 2025 Feb 09, 2026
Sage Financial Management Group, Inc. History Added to 64,931 9,318 2.85% 2.77% 321 +3,286 5.33% Q4 2025 Feb 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 64,154 9,207 2.05% 1.83% 322 +10,675 19.96% Q4 2025 Jan 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 64,091 9,198 0.21% 0.22% 323 -753 -1.16% Q4 2025 Jan 27, 2026
Apeiron RIA LLC History Reduced 60,819 9,183 1.86% 2.08% 324 -5,503 -8.3% Q4 2025 Feb 03, 2026
Capital Analysts, LLC History Reduced 63,941 9,177 0.28% 0.28% 325 -4,489 -6.56% Q4 2025 Feb 11, 2026
Leelyn Smith, LLC History Reduced 62,955 9,035 1.31% 1.36% 326 -1,266 -1.97% Q4 2025 Jan 28, 2026
Gleason Group, Inc. History Added to 62,955 9,035 0.89% 0.88% 327 +790 1.27% Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 62,820 9,015 0.31% 0.29% 328 +5,593 9.77% Q4 2025 Jan 13, 2026
Employees' Retirement Fund of the City of Fort Worth History Reduced 62,303 8,941 4.0% 7.76% 329 -44,300 -41.56% Q4 2025 Feb 11, 2026
Tilson Financial Group, Inc. History Added to 61,866 8,879 2.73% 2.81% 330 +1,293 2.13% Q4 2025 Feb 05, 2026
City State Bank History Added to 61,745 8,861 2.43% 2.37% 332 +3,482 5.98% Q4 2025 Jan 28, 2026
180 WEALTH ADVISORS, LLC History Reduced 61,741 8,861 1.01% 1.08% 331 -991 -1.58% Q4 2025 Jan 09, 2026
Paradigm Capital Management, LLC/NV History Added to 61,653 8,848 8.22% 8.5% 334 +844 1.39% Q4 2025 Feb 06, 2026
CHELSEA COUNSEL CO History No change 61,650 8,848 3.8% 3.86% 333 0 0.0% Q4 2025 Feb 24, 2026
ETF Portfolio Partners, Inc. History Added to 61,573 8,836 2.28% 2.24% 335 +1,892 3.17% Q4 2025 Jan 20, 2026
Sound View Wealth Advisors Group, LLC History Added to 61,520 8,829 0.59% 0.58% 336 +1,814 3.04% Q4 2025 Jan 08, 2026
Gallagher Fiduciary Advisors, LLC History Added to 61,497 8,826 0.29% 0.13% 337 +37,304 154.19% Q4 2025 Feb 17, 2026
ArborFi Advisors, LLC History Added to 61,060 8,763 7.11% 6.62% 338 +3,350 5.8% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Added to 61,000 8,754 0.52% 0.43% 339 +8,691 16.61% Q4 2025 Jan 30, 2026
PRINCIPAL SECURITIES, INC. History Reduced 60,965 8,749 0.13% 0.14% 340 -218 -0.36% Q4 2025 Feb 12, 2026
PENNEY FINANCIAL, LLC History Added to 60,808 8,727 3.37% 3.59% 341 +3,875 6.81% Q4 2025 Jan 21, 2026
XML Financial, LLC History Reduced 60,398 8,668 0.71% 0.73% 342 -3,339 -5.24% Q4 2025 Feb 11, 2026
RDA Financial Network History Added to 60,184 8,637 2.08% 2.08% 343 +419 0.7% Q4 2025 Jan 06, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 60,078 8,622 0.44% 0.45% 345 -801 -1.32% Q4 2025 Feb 03, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 60,078 8,622 0.93% 0.88% 344 +506 0.85% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 59,924 8,600 0.54% 0.51% 346 +5,991 11.11% Q4 2025 Feb 06, 2026
BURNS J W & CO INC/NY History Reduced 59,482 8,536 0.94% 0.98% 347 -1,971 -3.21% Q4 2025 Jan 12, 2026
Investors Research Corp History Added to 59,407 8,526 1.56% 1.49% 348 +2,250 3.94% Q4 2025 Jan 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 59,168 8,491 0.11% 0.11% 349 +1,705 2.97% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 58,448 8,388 0.05% 0.04% 350 +7,819 15.44% Q4 2025 Feb 03, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 58,144 8,344 0.35% 0.35% 351 +233 0.4% Q4 2025 Jan 27, 2026
Evanson Asset Management, LLC History Added to 57,579 8,263 0.45% 0.45% 352 +569 1.0% Q4 2025 Jan 12, 2026
Guardian Financial Partners, LLC History Reduced 57,157 8,203 3.46% 3.68% 353 -4,791 -7.73% Q4 2025 Jan 14, 2026
Tidal Investments LLC History New 56,919 8,169 0.02% — 354 +56,919 New Q4 2025 Feb 13, 2026
WealthBridge Capital Management, LLC History Reduced 56,624 8,126 1.85% 1.92% 355 -1,319 -2.28% Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Reduced 56,589 8,121 0.46% 0.48% 356 -1,642 -2.82% Q4 2025 Jan 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 56,260 8,074 0.26% 0.25% 357 +4,113 7.89% Q4 2025 Feb 13, 2026
Financially in Tune, LLC History New 56,086 8,049 7.51% — 358 +56,086 New Q4 2025 Feb 27, 2026
Bay Capital Advisors, LLC History Added to 55,862 8,017 4.89% 4.81% 359 +3,449 6.58% Q4 2025 Jan 16, 2026
Covington Investment Advisors Inc. History Added to 55,803 8,009 1.09% 0.83% 360 +10,781 23.95% Q4 2025 Feb 17, 2026
Adirondack Capital Advisors, LLC History New 55,517 7,967 5.36% — 361 +55,517 New Q4 2025 Feb 03, 2026
GREENBERG FINANCIAL GROUP History New 55,329 7,940 3.27% — 362 +55,329 New Q4 2025 Jan 22, 2026
Ranch Capital Advisors Inc. History Added to 55,328 7,940 2.92% 3.01% 363 +129 0.23% Q4 2025 Feb 05, 2026
BEACON ADVISORS HOLDINGS, LLC History New 55,201 7,922 4.17% — 364 +55,201 New Q4 2025 Feb 27, 2026
Drucker Wealth 3.0, LLC History Reduced 55,156 7,916 1.39% 1.44% 365 -2,147 -3.75% Q4 2025 Feb 03, 2026
Tyche Wealth Partners LLC History Added to 55,069 7,903 1.25% 0.91% 366 +18,126 49.06% Q4 2025 Jan 23, 2026
CVA Family Office, LLC History Added to 54,497 7,821 0.9% 0.94% 367 +2,430 4.67% Q4 2025 Jan 12, 2026
Verity & Verity, LLC History Added to 54,423 7,810 0.61% 0.59% 368 +2,013 3.84% Q4 2025 Feb 10, 2026
Quadcap Wealth Management, LLC History Added to 54,181 7,775 0.89% 0.9% 369 +169 0.31% Q4 2025 Jan 29, 2026
Safe Harbor Family Capital, LLC History New 53,973 7,746 6.81% — 370 +53,973 New Q4 2025 Jan 30, 2026
Williams Jones Wealth Management, LLC. History Reduced 53,683 7,704 0.09% 0.09% 371 -725 -1.33% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 53,540 7,684 0.41% 0.4% 372 -75 -0.14% Q4 2025 Feb 11, 2026
Sherman Wealth Management LLC History New 53,528 7,682 6.67% — 373 +53,528 New Q4 2025 Jan 15, 2026
Modera Wealth Management, LLC History Reduced 53,458 7,672 0.09% 0.09% 374 -884 -1.63% Q4 2025 Jan 21, 2026
Talisman Wealth Advisors LLC History Added to 53,317 7,659 5.96% 6.03% 375 +1,692 3.28% Q4 2025 Feb 20, 2026
JMAC ENTERPRISES LLC History Added to 52,601 7,549 1.44% 1.45% 376 +658 1.27% Q4 2025 Jan 21, 2026
SAGE RHINO CAPITAL LLC History Reduced 52,538 7,540 1.42% 1.45% 377 -904 -1.69% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO History Reduced 50,957 7,478 0.08% 0.08% 378 -48 -0.09% Q4 2025 Jan 26, 2026
Voya Financial Advisors, Inc. History Reduced 51,583 7,463 0.72% 0.71% 379 -865 -1.65% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 51,410 7,378 0.36% 0.12% 380 +36,893 254.14% Q4 2025 Jan 28, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 50,977 7,316 1.65% 1.78% 381 -2,706 -5.04% Q4 2025 Jan 12, 2026
Global Strategic Investment Solutions, LLC History Reduced 50,849 7,297 0.71% 0.72% 382 -422 -0.82% Q4 2025 Jan 29, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 50,835 7,295 1.17% 1.3% 383 +414 0.82% Q4 2025 Jan 26, 2026
Curran Financial Partners, LLC History Reduced 50,815 7,292 1.38% 1.43% 384 -302 -0.59% Q4 2025 Jan 22, 2026
Destiny Wealth Partners, LLC History Added to 48,900 7,257 0.83% 0.84% 385 +25 0.05% Q4 2025 Feb 03, 2026
Rooted Wealth Advisors, Inc. History Reduced 46,867 7,160 2.01% 2.25% 386 -5,154 -9.91% Q4 2025 Feb 09, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 49,622 7,121 0.14% 0.15% 387 -2,230 -4.3% Q4 2025 Feb 05, 2026
Wealth Advisory Team LLC History New 49,534 7,109 6.28% — 388 +49,534 New Q4 2025 Feb 05, 2026
Wealthcare Capital Partners, LLC History Added to 49,522 7,107 3.33% 2.7% 389 +7,906 19.0% Q4 2025 Jan 14, 2026
Cascade Financial Partners, LLC History Reduced 49,475 7,100 0.72% 0.94% 390 -8,751 -15.03% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Added to 49,210 7,062 0.08% 0.08% 391 +81 0.16% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 49,098 7,046 0.09% 0.06% 392 +18,026 58.01% Q4 2025 Feb 10, 2026
Prime Capital Investment Advisors, LLC History Added to 49,005 7,033 0.09% 0.09% 393 +359 0.74% Q4 2025 Jan 21, 2026
BENJAMIN EDWARDS INC History Added to 48,380 6,943 0.08% 0.07% 394 +3,092 6.83% Q4 2025 Feb 02, 2026
MSH Capital Advisors LLC History Added to 48,133 6,907 1.48% 1.7% 395 +3,131 6.96% Q4 2025 Feb 09, 2026
Vise Technologies, Inc. History Added to 48,002 6,889 0.13% 0.07% 396 +34,009 243.04% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 47,895 6,873 0.25% 0.27% 397 +192 0.4% Q4 2025 Feb 06, 2026
Darrow Company, Inc. History Reduced 47,884 6,872 3.09% 3.12% 398 -3 -0.01% Q4 2025 Jan 27, 2026
Sovereign Financial Group, Inc. History Added to 46,957 6,739 1.16% 1.2% 399 +1,348 2.96% Q4 2025 Jan 07, 2026
Fiduciary Group, LLC History Added to 46,879 6,728 0.57% 0.52% 400 +4,918 11.72% Q4 2025 Feb 12, 2026
Busey Bank History Reduced 46,571 6,683 0.18% 0.2% 401 -3,448 -6.89% Q4 2025 Jan 27, 2026
Embree Financial Group History Reduced 46,414 6,661 0.82% 0.88% 402 -210 -0.45% Q4 2025 Jan 14, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 46,361 6,653 4.13% 4.1% 403 -568 -1.21% Q4 2025 Jan 12, 2026
CROBAN History Added to 46,288 6,643 3.2% 2.36% 404 +21,146 84.11% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History Added to 46,026 6,605 0.91% 0.91% 405 +885 1.96% Q4 2025 Feb 04, 2026
Cypress Wealth Services, LLC History Added to 45,978 6,598 0.91% 1.06% 406 +101 0.22% Q4 2025 Jan 14, 2026
Caprock Group, LLC History Added to 45,812 6,574 0.14% 0.14% 407 +5,252 12.95% Q4 2025 Jan 28, 2026
TRITONPOINT WEALTH, LLC History Reduced 45,781 6,570 0.67% 0.55% 408 -14 -0.03% Q4 2025 Jan 20, 2026
BIP Wealth, LLC History Reduced 45,584 6,542 0.23% 0.33% 409 -1,566 -3.32% Q4 2025 Jan 21, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 45,538 6,535 2.37% 2.46% 410 -149 -0.33% Q4 2025 Jan 27, 2026
WealthPLAN Partners, LLC History Added to 45,006 6,459 0.96% 0.79% 411 +7,411 19.71% Q4 2025 Feb 12, 2026
Chaney Capital Management, Inc. History Reduced 44,634 6,405 2.21% 2.25% 412 -479 -1.06% Q4 2025 Jan 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 44,413 6,374 0.38% 0.09% 413 +32,821 283.13% Q4 2025 Jan 20, 2026
First PREMIER Bank History Reduced 44,146 6,336 1.45% 1.46% 414 -1,516 -3.32% Q4 2025 Jan 23, 2026
Telos Capital Management, Inc. History Reduced 44,110 6,330 0.59% 0.61% 415 -966 -2.14% Q4 2025 Jan 22, 2026
Allen Capital Group, LLC History Reduced 44,037 6,320 0.58% 0.6% 416 -1,439 -3.16% Q4 2025 Feb 09, 2026
MidAtlantic Capital Management, Inc. History Reduced 43,894 6,299 4.03% 4.23% 417 -56 -0.13% Q4 2025 Feb 10, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 42,889 6,199 0.08% 0.08% 418 -60 -0.14% Q4 2025 Feb 03, 2026
Wealth Management Associates, Inc. History Added to 43,142 6,191 2.15% 2.16% 419 +26 0.06% Q4 2025 Jan 20, 2026
PFG Investments, LLC History Added to 43,092 6,184 0.29% 0.31% 420 +465 1.09% Q4 2025 Jan 26, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 42,791 6,141 1.48% 1.56% 421 -2,769 -6.08% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 42,572 6,109 0.03% 0.03% 422 +4,554 11.98% Q4 2025 Feb 12, 2026
Oxler Private Wealth LLC History Reduced 42,546 6,106 1.77% 1.91% 423 -3,996 -8.59% Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 42,266 6,066 0.0% — 424 +42,266 New Q4 2025 Feb 13, 2026
Payne Capital LLC History Added to 42,082 6,039 6.15% 6.0% 425 +91 0.22% Q4 2025 Jan 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 41,535 5,961 0.05% 0.0% 426 +41,486 84665.31% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 41,525 5,959 0.02% 0.02% 427 +8,522 25.82% Q4 2025 Feb 17, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 41,365 5,936 3.71% 4.55% 428 -4 -0.01% Q4 2025 Jan 14, 2026
Independence Bank of Kentucky History No change 41,277 5,924 0.74% 0.75% 429 0 0.0% Q4 2025 Jan 20, 2026
Aspire Capital Advisors LLC History Added to 41,162 5,907 1.39% 1.38% 430 +1,606 4.06% Q4 2025 Jan 16, 2026
Hofer & Associates. Inc History Added to 41,102 5,899 3.13% 3.23% 431 +1,089 2.72% Q4 2025 Jan 15, 2026
Arcataur Capital Management LLC History Reduced 41,004 5,884 1.68% 1.73% 432 -674 -1.62% Q4 2025 Jan 27, 2026
Clear Harbor Asset Management, LLC History Reduced 40,967 5,879 0.4% 0.41% 433 -766 -1.84% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Reduced 40,875 5,866 0.11% 0.11% 434 -2,934 -6.7% Q4 2025 Feb 11, 2026
Trinity Financial Advisors LLC History Reduced 40,781 5,852 1.64% 1.8% 435 -3,369 -7.63% Q4 2025 Jan 13, 2026
Wilmington Savings Fund Society, FSB History Added to 40,715 5,843 0.14% 0.11% 436 +7,802 23.7% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 40,655 5,834 0.15% 0.01% 437 +36,918 987.9% Q4 2025 Jan 07, 2026
Point72 Asset Management, L.P. History New 40,600 5,826 0.01% — 438 +40,600 New Q4 2025 Feb 17, 2026
SWEENEY & MICHEL, LLC History Added to 37,211 5,823 1.72% 1.71% 439 +118 0.32% Q4 2025 Feb 13, 2026
Gallagher Capital Advisors, LLC History Reduced 40,007 5,771 3.73% 3.44% 440 -1,924 -4.59% Q4 2025 Feb 12, 2026
UNION SAVINGS BANK History New 40,127 5,759 2.49% — 441 +40,127 New Q4 2025 Mar 06, 2026
Dynamic Advisor Solutions LLC History Reduced 40,057 5,749 0.18% 0.26% 442 -22,549 -36.02% Q4 2025 Jan 09, 2026
Rosenberg Matthew Hamilton History Added to 39,987 5,738 1.19% 1.2% 443 +757 1.93% Q4 2025 Jan 05, 2026
IHT Wealth Management, LLC History Added to 39,527 5,672 0.14% 0.11% 444 +9,215 30.4% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 39,454 5,662 0.06% 0.07% 445 +5,532 16.31% Q4 2025 Jan 23, 2026
Breakwater Investment Management History Reduced 39,439 5,660 2.05% 2.11% 446 -1,233 -3.03% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Added to 39,280 5,637 0.1% 0.1% 447 +1,224 3.22% Q4 2025 Jan 22, 2026
Accel Wealth Management History Reduced 39,251 5,633 1.54% 1.62% 448 -314 -0.79% Q4 2025 Jan 20, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 39,059 5,605 1.5% 1.53% 449 -135 -0.34% Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History Reduced 39,015 5,599 3.03% 3.07% 450 -1,314 -3.26% Q4 2025 Feb 11, 2026
Onyx Bridge Wealth Group LLC History Added to 38,888 5,581 0.59% 0.56% 451 +2,433 6.67% Q4 2025 Feb 18, 2026
McGlone Suttner Wealth Management, Inc. History Reduced 38,868 5,578 0.75% 0.79% 452 -1,139 -2.85% Q4 2025 Jan 15, 2026
UPTICK PARTNERS, LLC History Reduced 38,769 5,564 1.19% 1.7% 453 -7,048 -15.38% Q4 2025 Feb 02, 2026
MEANS INVESTMENT CO., INC. History Reduced 38,572 5,535 0.47% 0.48% 454 -435 -1.12% Q4 2025 Jan 26, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 38,485 5,523 1.17% 1.15% 455 +420 1.1% Q4 2025 Jan 27, 2026
Western Wealth Management, LLC History Added to 38,444 5,517 0.25% 0.21% 456 +10,417 37.17% Q4 2025 Feb 05, 2026
CHOREO, LLC History Reduced 38,164 5,516 0.07% 0.07% 457 -725 -1.86% Q4 2025 Jan 23, 2026
Bridgewealth Advisory Group, LLC History Reduced 38,431 5,515 1.22% 1.26% 458 -72 -0.19% Q4 2025 Feb 04, 2026
Catalyst Investment Management LLC History New 38,359 5,505 5.21% — 460 +38,359 New Q4 2025 Feb 20, 2026
Blackston Financial Advisory Group, LLC History Reduced 38,358 5,505 3.35% 3.35% 459 -1,673 -4.18% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Added to 38,342 5,502 0.05% 0.05% 461 +615 1.63% Q4 2025 Feb 13, 2026
AGF MANAGEMENT LTD History Reduced 37,465 5,376 0.02% 0.02% 462 -685 -1.8% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Added to 37,161 5,333 0.08% 0.07% 463 +1,969 5.6% Q4 2025 Feb 02, 2026
Seneca House Advisors History Added to 36,999 5,310 1.99% 2.11% 464 +4 0.01% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 36,492 5,237 0.19% 0.16% 465 +4,461 13.93% Q4 2025 Feb 17, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 36,139 5,186 1.11% 1.72% 466 +156 0.43% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Added to 35,869 5,147 0.38% 0.38% 467 +1,234 3.56% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 35,765 5,132 0.0% 0.01% 468 -560,972 -94.01% Q4 2025 Feb 17, 2026
tru Independence LLC History Reduced 35,440 5,086 1.28% 1.32% 469 -750 -2.07% Q4 2025 Jan 22, 2026
Cannon Wealth Management Services, LLC History Added to 35,296 5,065 3.58% 3.66% 470 +1,024 2.99% Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Added to 35,240 5,057 0.36% 0.38% 471 +1,156 3.39% Q4 2025 Jan 21, 2026
ROCKLAND TRUST CO History Added to 34,853 5,002 0.2% 0.2% 472 +286 0.83% Q4 2025 Jan 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 34,652 4,973 0.27% 0.24% 473 +4,303 14.18% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 45,350 4,949 0.12% 0.17% 474 -18,783 -29.29% Q4 2025 Feb 11, 2026
Legacy Advisors, LLC History No change 34,446 4,943 0.53% 0.6% 475 0 0.0% Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 34,344 4,929 0.1% 0.11% 476 -3,652 -9.61% Q4 2025 Feb 06, 2026
Pacific Center for Financial Services History No change 34,930 4,923 1.26% 1.26% 477 0 0.0% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 33,624 4,825 0.04% 0.05% 478 -8,721 -20.6% Q4 2025 Feb 12, 2026
McNaughton Wealth Management, LLC History Added to 33,571 4,818 1.98% 1.93% 479 +1,116 3.44% Q4 2025 Jan 12, 2026
FRANKLIN RESOURCES INC History Added to 33,469 4,803 0.0% 0.0% 480 +18,777 127.8% Q4 2025 Feb 11, 2026
Ally Invest Advisors Inc. History Added to 33,466 4,802 0.33% 0.31% 481 +2,986 9.8% Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Added to 33,260 4,773 0.65% 0.62% 482 +1,050 3.26% Q4 2025 Feb 11, 2026
Trust Co History Reduced 33,249 4,771 0.45% 0.49% 483 -453 -1.34% Q4 2025 Jan 15, 2026
Ironsides Asset Advisors, LLC History Reduced 33,231 4,769 1.21% 1.21% 484 -96 -0.29% Q4 2025 Feb 12, 2026
Prospera Financial Services Inc History Added to 33,052 4,753 0.08% 0.08% 485 +828 2.57% Q4 2025 Feb 09, 2026
Strategic Advisors LLC History Added to 33,096 4,749 0.74% 0.14% 486 +26,914 435.36% Q4 2025 Feb 10, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 33,063 4,745 0.8% 0.82% 487 -30 -0.09% Q4 2025 Feb 10, 2026
CORDA Investment Management, LLC. History Added to 33,025 4,739 0.34% 0.33% 488 +165 0.5% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 33,014 4,738 0.25% 0.16% 489 +12,128 58.07% Q4 2025 Mar 04, 2026
CX Institutional History Reduced 32,998 4,736 0.14% 0.15% 490 -1,837 -5.27% Q4 2025 Feb 02, 2026
EVERETT HARRIS & CO /CA/ History Added to 32,682 4,690 0.06% 0.05% 491 +1,799 5.83% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 32,600 4,678 0.01% 0.01% 492 -22,000 -40.29% Q4 2025 Feb 12, 2026
Climber Capital SA History New 33,793 4,663 3.04% — 493 +33,793 New Q4 2025 Feb 03, 2026
M Holdings Securities, Inc. History Added to 32,390 4,649 0.33% 0.88% 494 +2,914 9.89% Q4 2025 Feb 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 31,297 4,619 0.22% 0.14% 495 +13,721 78.07% Q4 2025 Feb 03, 2026
RFG Advisory, LLC History Added to 32,130 4,611 0.09% 0.08% 496 +5,789 21.98% Q4 2025 Feb 03, 2026
Meridian Wealth Management, LLC History Added to 32,106 4,607 0.16% 0.14% 497 +6,994 27.85% Q4 2025 Feb 04, 2026
Lebenthal Global Advisors, LLC History Added to 32,101 4,607 0.71% 0.78% 498 +281 0.88% Q4 2025 Jan 28, 2026
Omnitrust Wealth Management, Inc History New 32,089 4,605 5.85% — 499 +32,089 New Q4 2025 Feb 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 31,860 4,572 1.13% 1.11% 500 +681 2.18% Q4 2025 Feb 09, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 31,788 4,562 0.31% 0.31% 501 +754 2.43% Q4 2025 Jan 08, 2026
Wealthspire Retirement, LLC History Added to 31,737 4,554 0.28% 0.18% 502 +11,759 58.86% Q4 2025 Feb 18, 2026
MGO ONE SEVEN LLC History Added to 31,636 4,540 0.09% 0.09% 503 +4,233 15.45% Q4 2025 Feb 03, 2026
Eagle Strategies LLC History Reduced 31,547 4,527 0.58% 0.91% 504 -16,861 -34.83% Q4 2025 Jan 23, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 30,077 4,463 2.97% 2.83% 505 +1,222 4.23% Q4 2025 Feb 17, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 31,023 4,452 0.09% 0.09% 506 +883 2.93% Q4 2025 Feb 18, 2026
HANOVER ADVISORS INC History Reduced 30,870 4,430 1.72% 1.69% 507 -123 -0.4% Q4 2025 Feb 17, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 30,606 4,392 0.46% — 508 +30,606 New Q4 2025 Feb 09, 2026
FIDUCIARY ADVISORS, INC. History Added to 30,532 4,381 3.33% 3.31% 509 +1,479 5.09% Q4 2025 Jan 27, 2026
Hippocratic Financial Advisors, LLC History Reduced 30,497 4,376 2.02% 2.08% 510 -188 -0.61% Q4 2025 Jan 20, 2026
Glen Eagle Advisors, LLC History Added to 30,479 4,374 0.6% 0.6% 511 +53 0.17% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 30,104 4,351 0.06% 0.06% 512 +2,074 7.4% Q4 2025 Feb 05, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 30,294 4,347 1.26% 1.3% 513 -634 -2.05% Q4 2025 Jan 20, 2026
Ayalon Insurance Comp Ltd. History No change 30,236 4,339 1.05% 1.08% 514 0 0.0% Q4 2025 Jan 12, 2026
Oxinas Partners, LLC History Added to 30,171 4,330 2.08% 2.27% 515 +37 0.12% Q4 2025 Jan 26, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 29,928 4,295 0.08% 0.08% 516 +1,067 3.7% Q4 2025 Jan 23, 2026
FRG Family Wealth Advisors LLC History Reduced 29,786 4,274 0.66% 0.69% 517 -555 -1.83% Q4 2025 Jan 21, 2026
GC Wealth Management RIA, LLC History Reduced 29,519 4,236 0.16% 0.14% 518 -105 -0.35% Q4 2025 Jan 30, 2026
MASECO LLP History New 29,489 4,232 0.18% — 519 +29,489 New Q4 2025 Jan 22, 2026
Forza Wealth Management, LLC History Reduced 29,481 4,231 1.53% 1.6% 520 -100 -0.34% Q4 2025 Feb 02, 2026
Kapstone Financial Advisors LLC History Reduced 29,395 4,218 2.1% 2.02% 521 -1,026 -3.37% Q4 2025 Feb 05, 2026
OMNI 360 Wealth, Inc. History Added to 28,330 4,194 2.15% 1.97% 522 +3,431 13.78% Q4 2025 Jan 29, 2026
Triangle Securities Wealth Management History Added to 29,174 4,186 0.88% 0.91% 523 +590 2.06% Q4 2025 Jan 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 29,118 4,179 0.13% 0.13% 524 -769 -2.57% Q4 2025 Jan 14, 2026
LifeSteps Financial, Inc. History Reduced 29,075 4,172 2.67% 2.7% 525 -743 -2.49% Q4 2025 Jan 28, 2026
Advisors Capital Management, LLC History Added to 29,048 4,168 0.05% 0.05% 526 +719 2.54% Q4 2025 Jan 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 29,009 4,163 0.68% 0.71% 527 0 0.0% Q4 2025 Feb 11, 2026
Infinity Wealth Counsel, LLC History Added to 28,805 4,134 3.77% 3.92% 528 +95 0.33% Q4 2025 Jan 15, 2026
Wealth Management Partners, LLC History Reduced 28,788 4,131 1.18% 1.34% 529 -1,168 -3.9% Q4 2025 Jan 12, 2026
Richard C. Young & CO., LTD. History Reduced 28,749 4,126 0.37% 0.38% 530 -230 -0.79% Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Added to 28,619 4,107 0.15% 0.15% 531 +83 0.29% Q4 2025 Jan 21, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 28,413 4,077 0.51% 0.59% 532 -2,247 -7.33% Q4 2025 Jan 15, 2026
Advisor OS, LLC History Reduced 28,239 4,052 0.33% 0.38% 533 -3,093 -9.87% Q4 2025 Feb 04, 2026
Integrity Wealth Solutions LLC History Added to 28,077 4,029 1.59% 1.66% 534 +1,590 6.0% Q4 2025 Feb 02, 2026
Chevy Chase Trust Holdings, LLC History Reduced 27,979 4,015 0.01% 0.01% 535 -843 -2.92% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Reduced 27,815 3,992 0.81% 0.86% 536 -1,253 -4.31% Q4 2025 Jan 21, 2026
First County Bank /CT/ History Added to 27,789 3,988 2.09% 1.47% 537 +7,380 36.16% Q4 2025 Jan 14, 2026
Pekin Hardy Strauss, Inc. History Added to 27,701 3,975 0.37% 0.39% 538 +248 0.9% Q4 2025 Jan 30, 2026
CULBERTSON A N & CO INC History No change 27,553 3,954 0.54% 0.55% 539 0 0.0% Q4 2025 Jan 21, 2026
KDT Advisors, LLC History No change 27,539 3,952 5.54% 5.68% 540 0 0.0% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Added to 27,229 3,907 0.02% 0.02% 541 +3,456 14.54% Q4 2025 Feb 10, 2026
Hyposwiss Advisors SA History New 27,170 3,899 3.82% — 542 +27,170 New Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 27,165 3,898 0.23% 0.22% 543 +162 0.6% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Reduced 27,147 3,896 0.18% 0.2% 545 -2,146 -7.33% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 26,381 3,896 0.1% 0.1% 544 -1,311 -4.73% Q4 2025 Jan 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 27,078 3,886 0.03% 0.03% 546 +3,702 15.84% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 27,042 3,881 0.01% 0.01% 547 +848 3.24% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 26,948 3,868 0.01% 0.01% 548 +884 3.39% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 26,811 3,849 0.11% 0.1% 549 +1,025 3.98% Q4 2025 Jan 30, 2026
Dodds Wealth, LLC History Reduced 26,786 3,844 0.94% 1.07% 550 -3,929 -12.79% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Added to 26,721 3,834 0.16% 0.16% 551 +522 1.99% Q4 2025 Jan 16, 2026
Wedmont Private Capital History Reduced 26,340 3,821 0.13% 0.14% 552 -611 -2.27% Q4 2025 Jan 08, 2026
StrongBox Wealth, LLC History Added to 26,558 3,811 1.25% 1.24% 553 +458 1.75% Q4 2025 Jan 21, 2026
New England Private Wealth Advisors LLC History Reduced 26,485 3,801 0.47% 0.49% 554 -133 -0.5% Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Reduced 26,471 3,799 0.08% 0.08% 555 -796 -2.92% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 26,135 3,750 0.26% 0.23% 556 +4,925 23.22% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History Reduced 26,026 3,735 0.13% 0.16% 557 -6,007 -18.75% Q4 2025 Feb 17, 2026
Choate Investment Advisors History No change 25,524 3,663 0.07% 0.07% 558 0 0.0% Q4 2025 Feb 09, 2026
Orion Capital Management LLC History Reduced 25,522 3,662 1.23% 1.26% 559 -300 -1.16% Q4 2025 Feb 03, 2026
DELTA FINANCIAL ADVISORS LLC History No change 25,512 3,661 0.95% 1.02% 560 0 0.0% Q4 2025 Feb 06, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 25,465 3,654 0.21% 0.22% 561 -1,150 -4.32% Q4 2025 Jan 23, 2026
COMMONS CAPITAL, LLC History Added to 25,380 3,642 2.44% 1.76% 562 +6,154 32.01% Q4 2025 Jan 05, 2026
MJP ASSOCIATES INC /ADV History Reduced 25,324 3,634 0.45% 0.55% 563 -4,339 -14.63% Q4 2025 Feb 06, 2026
Independent Advisor Alliance History Reduced 25,290 3,629 0.09% 0.11% 564 -3,630 -12.55% Q4 2025 Feb 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 25,270 3,626 0.0% — 565 +25,270 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 25,044 3,620 0.14% 0.2% 566 +1,695 7.26% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 25,173 3,612 0.02% 0.02% 567 +2,312 10.11% Q4 2025 Feb 09, 2026
DAVIDSON TRUST CO History Reduced 25,064 3,597 1.5% 1.56% 568 -1,742 -6.5% Q4 2025 Jan 27, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 25,036 3,593 0.09% 0.09% 569 -1,186 -4.52% Q4 2025 Feb 17, 2026
Petix & Botte Co History Reduced 24,907 3,574 0.81% 0.81% 570 -27 -0.11% Q4 2025 Feb 05, 2026
Confluence Wealth Services, Inc. History Added to 24,670 3,540 0.15% 0.17% 571 +86 0.35% Q4 2025 Jan 28, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 24,656 3,538 3.31% — 572 +24,656 New Q4 2025 Feb 05, 2026
PAX Financial Group, LLC History Reduced 24,628 3,534 0.61% 0.65% 573 -999 -3.9% Q4 2025 Feb 05, 2026
Haverford Trust Co History Added to 24,559 3,524 0.03% 0.03% 574 +395 1.63% Q4 2025 Feb 13, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 24,467 3,511 1.5% 1.5% 575 +124 0.51% Q4 2025 Feb 05, 2026
Jackson Wealth Management, LLC History Added to 24,248 3,480 0.34% 0.32% 576 +1,264 5.5% Q4 2025 Jan 20, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Reduced 24,220 3,476 1.56% 1.66% 577 -331 -1.35% Q4 2025 Jan 28, 2026
Redhawk Wealth Advisors, Inc. History Added to 24,217 3,475 0.39% 0.35% 578 +3,059 14.46% Q4 2025 Jan 14, 2026
Charter Oak Capital Management, LLC History Added to 24,166 3,468 0.26% 0.16% 579 +9,968 70.21% Q4 2025 Jan 23, 2026
Bison Wealth, LLC History New 23,746 3,447 0.39% — 580 +23,746 New Q4 2025 Mar 24, 2026
Disciplined Investors, L.L.C. History Reduced 23,901 3,430 2.25% 2.4% 581 -52 -0.22% Q4 2025 Feb 10, 2026
Luminist Capital LLC History Reduced 23,899 3,429 4.23% 3.28% 582 -3,027 -11.24% Q4 2025 Feb 13, 2026
GERMAN AMERICAN BANCORP, INC. History No change 23,821 3,418 0.29% 0.3% 583 0 0.0% Q4 2025 Feb 17, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History Added to 23,773 3,411 9.58% 9.38% 584 +48 0.2% Q4 2025 Feb 17, 2026
Wilkins Miller Wealth Management, LLC History Added to 23,712 3,403 2.03% 1.94% 585 +1,437 6.45% Q4 2025 Jan 21, 2026
Smith Salley Wealth Management History Added to 23,676 3,398 0.17% 0.06% 586 +15,026 173.71% Q4 2025 Jan 27, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 23,407 3,359 0.93% 0.69% 587 +579 2.54% Q4 2025 Feb 12, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 23,394 3,357 2.76% 2.94% 588 +2,320 11.01% Q4 2025 Feb 02, 2026
Sara-Bay Financial History Added to 23,063 3,333 1.0% 0.75% 589 +3,957 20.71% Q4 2025 Jan 20, 2026
Bangor Savings Bank History No change 23,220 3,332 0.27% 0.27% 590 0 0.0% Q4 2025 Jan 16, 2026
WARNER FINANCIAL, INC History Reduced 23,198 3,329 1.16% 1.24% 591 -440 -1.86% Q4 2025 Jan 21, 2026
Founders Financial Alliance, LLC History Reduced 23,184 3,327 0.63% 0.63% 592 -377 -1.6% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Reduced 23,158 3,323 0.06% 0.07% 593 -997 -4.13% Q4 2025 Jan 16, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 23,158 3,323 1.81% 1.8% 594 +392 1.72% Q4 2025 Feb 05, 2026
URS Advisory LLC History New 23,152 3,322 2.76% — 595 +23,152 New Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 23,046 3,307 0.01% 0.01% 596 +236 1.03% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Reduced 22,906 3,287 0.14% 0.19% 597 -6,539 -22.21% Q4 2025 Jan 29, 2026
Bowman & Co S.C. History Reduced 22,743 3,263 1.37% 1.39% 598 -649 -2.77% Q4 2025 Jan 23, 2026
Wells Financial Advisors INC History Reduced 22,592 3,242 6.16% 5.05% 599 -4,200 -15.68% Q4 2025 Feb 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 22,552 3,236 0.08% 0.08% 600 -11 -0.05% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 22,493 3,228 0.51% 0.52% 601 -1,281 -5.39% Q4 2025 Jan 09, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 21,723 3,188 0.07% 0.06% 602 +739 3.52% Q4 2025 Jan 26, 2026
Carnegie Investment Counsel History Added to 22,059 3,165 0.06% 0.06% 603 +341 1.57% Q4 2025 Jan 23, 2026
EVOLVE PRIVATE WEALTH, LLC History New 22,046 3,164 0.19% — 604 +22,046 New Q4 2025 Feb 17, 2026
Mechanics Bank Trust Department History Reduced 22,001 3,157 0.41% 0.44% 605 -197 -0.89% Q4 2025 Jan 14, 2026
Quantum Capital Management, LLC / NJ History New 21,982 3,154 0.37% — 606 +21,982 New Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 21,921 3,146 0.1% 0.12% 607 +2,959 15.6% Q4 2025 Jan 20, 2026
Platform Technology Partners History No change 21,855 3,136 0.67% 0.74% 608 0 0.0% Q4 2025 Feb 13, 2026
Livet Wealth, LLC History New 21,843 3,134 1.93% — 609 +21,843 New Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Reduced 21,823 3,132 0.26% 0.27% 610 -105 -0.48% Q4 2025 Feb 09, 2026
Rossby Financial, LCC History Added to 21,694 3,113 0.96% 0.05% 611 +20,698 2078.11% Q4 2025 Feb 12, 2026
Alpha Cubed Investments, LLC History Reduced 21,661 3,108 0.11% 0.11% 612 -275 -1.25% Q4 2025 Feb 03, 2026
Northstar Group, Inc. History Added to 21,560 3,094 0.42% 0.44% 613 +8 0.04% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 21,529 3,089 0.1% 0.1% 614 +90 0.42% Q4 2025 Jan 12, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 21,513 3,087 0.28% 0.31% 615 -208 -0.96% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Added to 21,394 3,070 0.19% 0.14% 616 +5,485 34.48% Q4 2025 Feb 06, 2026
CGN Advisors LLC History Added to 21,374 3,067 0.24% 0.2% 617 +4,027 23.21% Q4 2025 Jan 05, 2026
Antonelli Financial Advisors, LLC History Added to 21,357 3,065 2.02% 1.72% 618 +3,425 19.1% Q4 2025 Jan 27, 2026
Intellectus Partners, LLC History No change 21,350 3,064 0.59% 0.58% 619 0 0.0% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 21,290 3,055 0.04% 0.04% 620 +587 2.84% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Added to 21,278 3,053 0.03% 0.03% 621 +1,473 7.44% Q4 2025 Feb 06, 2026
71 West Capital Partners History New 21,241 3,048 0.14% — 622 +21,241 New Q4 2025 Feb 17, 2026
Hickory Point Bank & Trust History Added to 21,193 3,041 2.21% 2.15% 624 +800 3.92% Q4 2025 Jan 12, 2026
Connecticut Wealth Management, LLC History No change 21,191 3,041 0.13% 0.13% 623 0 0.0% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 21,029 3,018 0.23% 0.24% 625 -13 -0.06% Q4 2025 Jan 07, 2026
VeraBank, N.A. History Added to 20,845 2,991 0.54% 0.51% 626 +1,540 7.98% Q4 2025 Feb 11, 2026
TFB Advisors LLC History Added to 20,765 2,980 0.83% 0.75% 627 +2,528 13.86% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Reduced 20,736 2,976 0.1% 0.11% 628 -512 -2.41% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History No change 20,708 2,972 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 20,632 2,961 0.14% 0.24% 630 +2,890 16.29% Q4 2025 Feb 17, 2026
New Covenant Trust Company, N.A. History Reduced 20,460 2,961 2.67% 2.69% 631 -52 -0.25% Q4 2025 Jan 13, 2026
Monument Capital Management History New 20,474 2,938 0.73% — 632 +20,474 New Q4 2025 Jan 26, 2026
Old Port Advisors History Reduced 20,400 2,927 0.72% 0.76% 633 -1,010 -4.72% Q4 2025 Jan 08, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 20,320 2,916 0.0% — 634 +20,320 New Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 20,299 2,913 0.08% 0.17% 635 +1,083 5.64% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Reduced 20,161 2,893 0.22% 0.24% 636 -827 -3.94% Q4 2025 Feb 13, 2026
Excelsior Advisor Network LLC History New 20,145 2,891 1.41% — 637 +20,145 New Q4 2025 Feb 13, 2026
Cambridge Financial Group, LLC History Added to 20,506 2,890 1.0% 0.92% 638 +128 0.63% Q4 2025 Jan 09, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 20,005 2,871 0.32% 0.35% 639 -1,689 -7.79% Q4 2025 Jan 08, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 19,954 2,863 0.34% 0.27% 640 +5,106 34.39% Q4 2025 Jan 26, 2026
Selby Wealth Management, LLC History New 19,926 2,859 1.15% — 641 +19,926 New Q4 2025 Feb 13, 2026
Steffes Financial, Ltd. History New 19,880 2,853 1.49% — 643 +19,880 New Q4 2025 Feb 17, 2026
Diversified Trust Co History Added to 19,883 2,853 0.05% 0.05% 642 +531 2.74% Q4 2025 Jan 09, 2026
Federation des caisses Desjardins du Quebec History Added to 19,784 2,839 0.01% 0.01% 644 +17 0.09% Q4 2025 Feb 12, 2026
Thrive Capital Management, LLC History Reduced 19,777 2,838 0.63% 0.74% 645 -481 -2.37% Q4 2025 Feb 09, 2026
Patten Group, Inc. History Added to 19,727 2,831 0.52% 0.38% 646 +5,926 42.94% Q4 2025 Jan 23, 2026
Financial Planning Hawaii, Inc. History New 19,698 2,827 1.63% — 647 +19,698 New Q4 2025 Jan 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 19,630 2,817 0.04% 0.03% 648 +3,711 23.31% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Reduced 19,569 2,808 0.18% 0.19% 649 -78 -0.4% Q4 2025 Feb 03, 2026
Mount Lucas Management LP History Reduced 19,530 2,802 1.12% 1.14% 650 -83 -0.42% Q4 2025 Feb 05, 2026
Obermeyer Wealth Partners History Added to 19,420 2,787 0.13% 0.12% 651 +859 4.63% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Added to 19,209 2,756 0.09% 0.09% 652 +138 0.72% Q4 2025 Feb 06, 2026
M.E. ALLISON & CO., INC. History Reduced 19,189 2,754 1.87% 1.92% 653 -356 -1.82% Q4 2025 Jan 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 19,187 2,753 0.79% 0.86% 654 -634 -3.2% Q4 2025 Feb 11, 2026
HICKS CAPITAL MANAGEMENT LLC History Reduced 19,086 2,739 2.76% 4.4% 655 -3 -0.02% Q4 2025 Feb 05, 2026
FOCUSED ALPHA, LLC History New 19,014 2,728 0.8% — 656 +19,014 New Q4 2025 Feb 13, 2026
Sageworth Trust Co History No change 18,944 2,718 0.12% 0.12% 657 0 0.0% Q4 2025 Feb 03, 2026
Compass Ion Advisors, LLC History Reduced 18,932 2,717 0.26% 0.27% 658 -782 -3.97% Q4 2025 Jan 29, 2026
Independent Wealth Network Inc. History Reduced 18,871 2,708 0.83% 0.86% 659 -126 -0.66% Q4 2025 Jan 26, 2026
Riverbend Wealth Management, LLC History Added to 18,703 2,684 1.67% 1.8% 660 +384 2.1% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Reduced 18,667 2,679 0.0% 0.0% 661 -57 -0.3% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 18,652 2,676 0.15% 0.12% 662 +3,936 26.75% Q4 2025 Feb 10, 2026
Eukles Asset Management History Reduced 18,582 2,666 1.04% 1.06% 663 -715 -3.71% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History Added to 18,508 2,656 0.04% 0.04% 664 +403 2.23% Q4 2025 Jan 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 18,473 2,651 0.06% 0.06% 665 +1,350 7.88% Q4 2025 Jan 29, 2026
Etesian Wealth Advisors, Inc. History Added to 18,317 2,628 0.82% 0.57% 666 +6,092 49.83% Q4 2025 Feb 11, 2026
AIMZ Investment Advisors, LLC History Added to 18,267 2,621 0.75% 0.66% 667 +3,234 21.51% Q4 2025 Feb 17, 2026
Arrowroot Family Office, LLC History Reduced 18,260 2,620 0.95% 1.26% 668 -4,118 -18.4% Q4 2025 Feb 11, 2026
Roundview Capital LLC History Reduced 18,254 2,619 0.16% 0.16% 669 -139 -0.76% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Added to 18,238 2,617 0.01% 0.01% 670 +2,565 16.37% Q4 2025 Feb 02, 2026
Arsenal Capital Advisors LLC History New 18,163 2,606 1.84% — 671 +18,163 New Q4 2025 Feb 11, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 18,085 2,595 0.54% 0.56% 672 +13 0.07% Q4 2025 Jan 07, 2026
SIMPLEX TRADING, LLC History Reduced 18,061 2,592 0.0% 0.0% 673 -7,130 -28.3% Q4 2025 Feb 11, 2026
VICUS CAPITAL History Reduced 17,996 2,582 0.19% 0.2% 674 -226 -1.24% Q4 2025 Jan 22, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Reduced 17,934 2,573 2.16% 2.18% 675 -107 -0.59% Q4 2025 Jan 29, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 17,794 2,553 0.17% 0.17% 676 -203 -1.13% Q4 2025 Jan 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 17,660 2,534 0.25% 0.28% 677 -1,479 -7.73% Q4 2025 Jan 27, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 17,633 2,530 0.16% 0.18% 678 -1,608 -8.36% Q4 2025 Jan 20, 2026
Bouchey Financial Group Ltd History No change 17,541 2,517 0.19% 0.19% 679 0 0.0% Q4 2025 Jan 16, 2026
Kuhn & Co Investment Counsel History Added to 17,537 2,516 1.68% 0.78% 680 +10,568 151.64% Q4 2025 Feb 09, 2026
Opes Wealth Management LLC History Reduced 17,479 2,508 0.41% 0.43% 681 -23 -0.13% Q4 2025 Feb 02, 2026
HUB Investment Partners, LLC History Added to 17,474 2,507 0.06% 0.08% 682 +38 0.22% Q4 2025 Feb 17, 2026
CLUNE & ASSOCIATES, LTD. History Added to 17,436 2,502 0.54% 0.6% 683 +471 2.78% Q4 2025 Feb 09, 2026
TRUE Private Wealth Advisors History Reduced 17,389 2,495 0.25% 0.26% 684 -727 -4.01% Q4 2025 Feb 13, 2026
Elite Financial, Inc. History Added to 17,262 2,477 1.13% 1.11% 685 +8 0.05% Q4 2025 Feb 12, 2026
Weaver Consulting Group History Added to 17,212 2,470 0.6% 0.61% 686 +214 1.26% Q4 2025 Feb 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 17,194 2,467 0.57% 0.6% 687 -436 -2.47% Q4 2025 Jan 06, 2026
Blankinship & Foster, LLC History No change 17,170 2,464 0.53% 0.53% 688 0 0.0% Q4 2025 Jan 23, 2026
My Personal CFO, LLC History New 17,165 2,463 1.03% — 689 +17,165 New Q4 2025 Jan 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 17,152 2,461 0.15% 0.15% 690 +90 0.53% Q4 2025 Feb 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 17,127 2,458 0.91% 0.94% 691 -592 -3.34% Q4 2025 Feb 17, 2026
Clarity Capital Advisors, LLC History Reduced 17,052 2,447 1.22% 1.33% 692 -245 -1.42% Q4 2025 Feb 11, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 16,900 2,425 0.01% 0.01% 693 -2,800 -14.21% Q4 2025 Jan 26, 2026
OPPENHEIMER & CO INC History Added to 16,850 2,418 0.03% 0.02% 694 +5,255 45.32% Q4 2025 Feb 02, 2026
McNamara Financial Services, Inc. History Reduced 16,752 2,404 0.46% 0.45% 695 -438 -2.55% Q4 2025 Jan 21, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 16,688 2,395 0.09% 0.09% 696 0 0.0% Q4 2025 Feb 13, 2026
CAPITAL CITY TRUST CO/FL History Reduced 16,648 2,389 0.53% 0.58% 697 -312 -1.84% Q4 2025 Feb 03, 2026
Rockingstone Advisors LLC History Added to 16,552 2,375 1.08% 1.06% 698 +1,342 8.82% Q4 2025 Jan 28, 2026
Glassman Wealth Services History Added to 16,481 2,365 0.32% 0.28% 699 +2,235 15.69% Q4 2025 Jan 28, 2026
Wealthfront Advisers LLC History Added to 16,462 2,362 0.01% 0.0% 700 +3,240 24.5% Q4 2025 Jan 30, 2026
Ascent Group, LLC History Added to 16,341 2,345 0.08% 0.08% 701 +62 0.38% Q4 2025 Jan 20, 2026
Tradition Wealth Management, LLC History Reduced 16,251 2,332 0.17% 0.17% 702 -209 -1.27% Q4 2025 Feb 11, 2026
Capital Advantage, Inc. History Reduced 16,228 2,329 0.31% 0.35% 703 -127 -0.78% Q4 2025 Jan 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 16,225 2,328 0.04% 0.03% 704 +4,662 40.32% Q4 2025 Feb 12, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 16,060 2,304 0.95% 0.96% 705 -35 -0.22% Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 16,041 2,302 0.2% 0.21% 706 -743 -4.43% Q4 2025 Jan 26, 2026
Keystone Financial Group History Reduced 16,010 2,297 0.17% 0.17% 707 -41 -0.26% Q4 2025 Feb 06, 2026
Auour Investments LLC History Added to 15,984 2,294 0.73% 0.62% 708 +2,494 18.49% Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Reduced 15,383 2,290 0.07% 0.07% 709 -225 -1.44% Q4 2025 Jan 23, 2026
RIDGECREST WEALTH PARTNERS, LLC History Reduced 15,946 2,288 1.24% 1.05% 710 -503 -3.06% Q4 2025 Jan 22, 2026
Colony Family Offices, LLC History Reduced 15,942 2,287 0.57% 0.58% 711 -57 -0.36% Q4 2025 Jan 22, 2026
Hegarty Advisors, LLC History New 15,925 2,285 1.98% — 712 +15,925 New Q4 2025 Jan 29, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 15,875 2,278 0.13% 0.13% 713 0 0.0% Q4 2025 Feb 13, 2026
Fonville Wealth Management LLC History Reduced 15,865 2,276 0.47% 0.52% 714 -623 -3.78% Q4 2025 Jan 23, 2026
Carr Financial Group Corp History Reduced 15,803 2,268 0.6% 0.62% 715 -257 -1.6% Q4 2025 Jan 09, 2026
FIRST MERCHANTS CORP History Added to 15,760 2,261 0.08% 0.08% 716 +317 2.05% Q4 2025 Jan 12, 2026
North Star Investment Management Corp. History Reduced 15,749 2,260 0.14% 0.14% 717 -222 -1.39% Q4 2025 Jan 30, 2026
Financial Engines Advisors L.L.C. History Added to 15,746 2,259 0.0% 0.0% 718 +834 5.59% Q4 2025 Feb 12, 2026
Stonebridge Financial Planning Group, LLC History Reduced 15,567 2,234 0.81% 0.83% 719 -200 -1.27% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History Added to 15,546 2,231 0.06% 0.04% 720 +5,178 49.94% Q4 2025 Feb 03, 2026
O'ROURKE & COMPANY, Inc History Added to 15,547 2,231 0.87% 0.88% 721 +595 3.98% Q4 2025 Jan 28, 2026
Royal Fund Management, LLC History Added to 15,444 2,219 0.2% 0.17% 722 +5,374 53.37% Q4 2025 Jan 15, 2026
FLAGSTAR ADVISORS INC History Reduced 15,435 2,215 0.74% 0.73% 723 -1,519 -8.96% Q4 2025 Jan 13, 2026
SP Asset Management LLC History Added to 15,386 2,208 0.17% 0.17% 724 +100 0.65% Q4 2025 Jan 28, 2026
Regal Investment Advisors LLC History Added to 15,372 2,206 0.13% 0.13% 725 +1,078 7.54% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 15,349 2,202 0.04% 0.04% 726 +29 0.19% Q4 2025 Feb 06, 2026
JANUS HENDERSON GROUP PLC History Added to 15,333 2,200 0.0% 0.0% 727 +126 0.83% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History Reduced 15,304 2,196 0.8% 0.8% 728 -20 -0.13% Q4 2025 Feb 11, 2026
Decker Retirement Planning Inc. History Added to 15,291 2,194 1.09% 1.14% 729 +560 3.8% Q4 2025 Jan 26, 2026
Coordinated Financial Services, Inc. History Reduced 15,288 2,194 1.26% 1.41% 730 -270 -1.74% Q4 2025 Feb 09, 2026
Citizens National Bank Trust Department History Reduced 15,264 2,190 0.38% 0.39% 731 -304 -1.95% Q4 2025 Jan 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 15,218 2,184 0.04% 0.04% 732 -86 -0.56% Q4 2025 Jan 07, 2026
ARWA LLC History New 15,183 2,179 1.27% — 733 +15,183 New Q4 2025 Feb 27, 2026
BRIGHTON SECURITIES CORP. History Reduced 15,137 2,172 1.07% 1.14% 734 -362 -2.34% Q4 2025 Mar 06, 2026
Richard W. Paul & Associates, LLC History Added to 15,051 2,160 0.72% 0.01% 735 +14,843 7136.06% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 15,041 2,158 0.13% 0.11% 736 +4,005 36.29% Q4 2025 Feb 10, 2026
Essex Bank History Reduced 15,043 2,158 0.47% 0.49% 737 -322 -2.1% Q4 2025 Feb 02, 2026
AssuredPartners Investment Advisors, LLC History New 15,016 2,155 0.32% — 738 +15,016 New Q4 2025 Feb 03, 2026
WEBSTER BANK, N. A. History Added to 15,009 2,154 0.2% 0.2% 739 +125 0.84% Q4 2025 Jan 23, 2026
Centurion Wealth Management LLC History Added to 14,872 2,134 0.47% 0.47% 740 +153 1.04% Q4 2025 Jan 14, 2026
Axis Wealth Partners, LLC History Added to 14,864 2,133 1.18% 1.22% 741 +26 0.18% Q4 2025 Jan 30, 2026
Bigelow Investment Advisors, LLC History Added to 14,757 2,117 0.83% 0.81% 742 +485 3.4% Q4 2025 Jan 28, 2026
Investmark Advisory Group LLC History Added to 14,659 2,103 0.9% 0.89% 743 +18 0.12% Q4 2025 Jan 28, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 14,633 2,100 0.65% 0.57% 744 +1,435 10.87% Q4 2025 Jan 20, 2026
21 West Wealth Management LLC History Added to 14,629 2,099 1.92% 1.94% 745 +109 0.75% Q4 2025 Jan 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 14,616 2,097 0.13% 0.13% 746 +1,585 12.16% Q4 2025 Feb 11, 2026
FF Advisors,LLC History Reduced 14,478 2,077 0.93% 0.98% 747 -25 -0.17% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 14,439 2,072 0.04% 0.04% 748 +1,998 16.06% Q4 2025 Feb 17, 2026
R. W. Roge & Company, Inc. History Reduced 14,423 2,070 1.02% 1.04% 749 -2 -0.01% Q4 2025 Jan 23, 2026
Amicus Financial Advisors, LLC History New 14,369 2,062 0.57% — 751 +14,369 New Q4 2025 Mar 02, 2026
Eldridge Investment Advisors, Inc. History Added to 14,374 2,062 0.45% 0.44% 750 +701 5.13% Q4 2025 Feb 11, 2026
Joseph Group Capital Management History Added to 14,326 2,056 0.54% 0.57% 752 +75 0.53% Q4 2025 Jan 30, 2026
Compass Financial Services Inc History Added to 14,324 2,055 0.89% 0.86% 753 +588 4.28% Q4 2025 Feb 27, 2026
InvesTrust History Reduced 14,288 2,050 0.79% 0.75% 754 -267 -1.83% Q4 2025 Jan 14, 2026
United Community Bank History Added to 14,263 2,047 0.77% 0.47% 755 +3,412 31.44% Q4 2025 Jan 30, 2026
CHRISTINE MESSMER PC History New 14,237 2,043 1.33% — 756 +14,237 New Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 14,194 2,037 0.07% 0.07% 757 +115 0.82% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 14,052 2,016 0.15% 0.13% 759 +6,880 95.93% Q4 2025 Jan 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 14,051 2,016 0.03% 0.03% 758 -806 -5.43% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History Added to 14,002 2,009 0.03% 0.03% 760 +259 1.88% Q4 2025 Jan 15, 2026
APS Management Group, Inc. History Reduced 13,981 2,006 1.72% 1.77% 761 -206 -1.45% Q4 2025 Jan 28, 2026
Blue Chip Partners, LLC History Added to 13,973 2,005 0.15% 0.14% 762 +353 2.59% Q4 2025 Feb 18, 2026
Beacon Financial Advisory LLC History Reduced 13,954 2,002 0.46% 0.47% 763 -425 -2.96% Q4 2025 Feb 17, 2026
Financial Insights, Inc. History Added to 13,868 1,990 0.67% 0.64% 764 +52 0.38% Q4 2025 Mar 31, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 13,848 1,987 1.86% — 765 +13,848 New Q4 2025 Feb 02, 2026
Prospect Financial Services LLC History Added to 13,842 1,986 1.14% 0.98% 766 +1,803 14.98% Q4 2025 Feb 06, 2026
Circle Wealth Management, LLC History Reduced 13,749 1,973 0.03% 0.04% 767 -110 -0.79% Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,527 1,966 0.64% 0.13% 768 0 0.0% Q4 2025 Jan 22, 2026
Creekside Partners History Reduced 13,693 1,965 0.83% 0.86% 769 -135 -0.98% Q4 2025 Feb 13, 2026
Formidable Asset Management, LLC History Reduced 13,822 1,948 0.28% 0.3% 770 -658 -4.54% Q4 2025 Jan 16, 2026
Scott Capital Advisors, LLC History Added to 13,572 1,947 0.43% 0.26% 771 +5,562 69.44% Q4 2025 Jan 12, 2026
FAS Wealth Partners, Inc. History Added to 13,555 1,945 0.13% 0.12% 772 +743 5.8% Q4 2025 Feb 18, 2026
NBC SECURITIES, INC. History Reduced 13,544 1,943 0.15% 0.16% 773 -796 -5.55% Q4 2025 Jan 29, 2026
Financial Enhancement Group LLC History Reduced 13,095 1,941 0.25% 0.25% 774 -221 -1.66% Q4 2025 Jan 23, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 13,516 1,939 0.93% 0.93% 775 -165 -1.21% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 13,481 1,934 0.0% 0.0% 776 +1,503 12.55% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 13,466 1,932 0.16% 0.14% 777 +84 0.63% Q4 2025 Feb 17, 2026
COFG Advisors, LLC History New 13,432 1,927 0.48% — 778 +13,432 New Q4 2025 Feb 10, 2026
Walkner Condon Financial Advisors LLC History Reduced 13,419 1,925 0.27% 0.32% 779 -932 -6.49% Q4 2025 Jan 21, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 13,340 1,914 0.69% — 782 +13,340 New Q4 2025 Mar 26, 2026
360 Financial, Inc. History Added to 13,337 1,914 0.58% 0.56% 781 +1,016 8.25% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 13,343 1,914 0.08% 0.08% 780 -249 -1.83% Q4 2025 Feb 09, 2026
J HAGAN CAPITAL, INC. History New 13,282 1,906 1.05% — 783 +13,282 New Q4 2025 Feb 17, 2026
TOWNSQUARE CAPITAL LLC History Reduced 13,193 1,893 0.42% 0.68% 785 -18,919 -58.92% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Added to 13,194 1,893 0.02% 0.02% 784 +542 4.28% Q4 2025 Jan 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 13,152 1,888 0.09% 0.07% 786 +2,797 27.01% Q4 2025 Feb 13, 2026
W ADVISORS, LLC History Added to 13,161 1,888 0.95% 0.94% 787 +481 3.79% Q4 2025 Feb 13, 2026
JB Capital LLC History Added to 13,155 1,887 0.08% 0.07% 788 +934 7.64% Q4 2025 Jan 20, 2026
GreatBanc Trust CO History Reduced 13,125 1,883 1.33% 1.3% 789 -315 -2.34% Q4 2025 Feb 12, 2026
Red Tortoise LLC History Reduced 13,105 1,880 0.8% 0.81% 790 -120 -0.91% Q4 2025 Jan 22, 2026
Bensler, LLC History Reduced 13,093 1,879 0.19% 0.2% 791 -337 -2.51% Q4 2025 Feb 04, 2026
Verity Asset Management, Inc. History New 13,062 1,874 0.8% — 792 +13,062 New Q4 2025 Jan 30, 2026
Arete Wealth Advisors, LLC History Added to 12,926 1,855 0.11% 0.11% 793 +263 2.08% Q4 2025 Feb 13, 2026
ZWJ INVESTMENT COUNSEL INC History No change 12,910 1,852 0.07% 0.06% 794 0 0.0% Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Added to 12,895 1,850 0.05% 0.05% 795 +1,262 10.85% Q4 2025 Jan 20, 2026
New Insight Wealth Advisors History Reduced 12,870 1,847 0.66% 0.73% 796 -942 -6.82% Q4 2025 Feb 17, 2026
Wealth Management Nebraska History Reduced 12,870 1,847 0.21% 0.23% 797 -750 -5.51% Q4 2025 Jan 28, 2026
Integrated Investment Consultants, LLC History No change 12,807 1,838 0.36% 0.31% 798 0 0.0% Q4 2025 Mar 03, 2026
N.E.W. Advisory Services LLC History Reduced 12,785 1,834 0.14% 0.17% 799 -742 -5.49% Q4 2025 Jan 28, 2026
MCF Advisors LLC History Added to 12,725 1,826 0.1% 0.1% 800 +787 6.59% Q4 2025 Feb 11, 2026