SELECT SECTOR SPDR TRUST - XLV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 27,761,602 4,297,496 0.31% 0.28% 1 -1,712,825 -5.81% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 16,768,323 2,595,736 0.16% 0.12% 2 +2,957,648 21.42% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 11,486,551 1,778,118 0.11% 0.09% 3 +886,109 8.36% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 7,824,400 1,211,217 0.18% 0.17% 4 -115,300 -1.45% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 7,382,346 1,142,787 0.19% 0.13% 5 +1,543,188 26.43% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 6,775,392 1,048,830 0.13% 0.13% 6 -603,214 -8.18% Q4 2025 Mar 25, 2026
LPL Financial LLC History Added to 6,583,313 1,019,096 0.28% 0.26% 7 +147,872 2.3% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 6,459,820 999,980 0.18% 0.16% 8 +448,020 7.45% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,140,335 795,723 0.24% 0.19% 9 +398,980 8.41% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,974,099 769,990 0.24% 0.22% 10 +81,347 1.66% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 4,374,129 677,115 0.08% 0.08% 11 -512,398 -10.49% Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 4,224,401 653,925 5.66% 3.94% 12 +1,076,023 34.18% Q4 2025 Feb 03, 2026
CITIGROUP INC History Added to 3,213,478 497,446 0.22% 0.14% 13 +995,137 44.86% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Reduced 3,114,164 482,072 2.51% 2.7% 14 -403,661 -11.47% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 3,098,148 479,573 0.55% 0.62% 15 +358,247 13.08% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 3,003,116 464,883 0.08% 16 +3,003,116 New Q4 2025 Feb 17, 2026
Main Management ETF Advisors, LLC History Added to 2,858,277 442,461 15.77% 11.92% 17 +546,045 23.62% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 2,848,726 441,021 0.1% 0.09% 18 +76,672 2.77% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,505,713 436,158 0.2% 0.23% 19 +617,349 32.69% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 2,438,839 377,532 0.06% 0.07% 20 -1,051,761 -30.13% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 2,379,303 368,316 0.84% 0.85% 21 -195,758 -7.6% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 2,279,806 352,913 0.47% 0.45% 22 -109,187 -4.57% Q4 2025 Feb 02, 2026
MARSHALL WACE, LLP History Added to 1,888,581 292,352 0.27% 0.18% 23 +636,653 50.85% Q4 2025 Feb 13, 2026
WestEnd Advisors, LLC History Reduced 1,846,668 285,869 6.66% 6.64% 24 -194,594 -9.53% Q4 2025 Jan 27, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 1,745,213 270,158 1.27% 0.72% 25 +719,331 70.12% Q4 2025 Feb 12, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,697,210 262,727 3.03% 2.01% 26 +601,919 54.96% Q4 2025 Feb 10, 2026
Rokos Capital Management LLP History New 1,657,495 256,588 1.0% 27 +1,657,495 New Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 1,478,334 228,846 0.39% 0.84% 28 -1,876,106 -55.93% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History No change 1,418,516 220,834 0.27% 0.23% 29 0 0.0% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 1,386,994 214,706 0.05% 0.02% 30 +763,331 122.39% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,335,820 206,868 0.3% 0.23% 31 +142,282 11.92% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 1,305,268 202,055 0.56% 0.61% 32 -357,700 -21.51% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,213,361 187,828 0.08% 0.13% 33 -994,136 -45.03% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 184,676 184,676 0.11% 34 +184,676 New Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Added to 1,181,339 182,870 1.98% 1.64% 35 +215,015 22.25% Q4 2025 Feb 05, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,135,000 175,698 0.29% 0.29% 36 0 0.0% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 1,087,319 168,316 0.27% 0.27% 37 +9,119 0.85% Q4 2025 Feb 10, 2026
STATE STREET CORP History Reduced 1,031,165 159,624 0.01% 0.01% 38 -478,476 -31.69% Q4 2025 Feb 13, 2026
PGIM Custom Harvest LLC History Added to 1,022,257 158,245 2.34% 1.95% 39 +92,195 9.91% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 935,464 144,809 0.16% 0.02% 40 +832,652 809.88% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 934,869 144,717 0.16% 0.14% 41 +96,353 11.49% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 917,707 142,061 0.02% 0.01% 42 +381,819 71.25% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 916,744 141,911 0.18% 0.27% 43 -610,668 -39.98% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Added to 852,861 132,022 0.57% 0.48% 44 +67,884 8.65% Q4 2025 Feb 17, 2026
Volterra Technologies LP History Added to 847,800 131,239 13.26% 0.63% 45 +794,833 1500.62% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 779,946 120,735 0.09% 0.08% 46 -4,490 -0.57% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 755,290 116,918 1.78% 1.57% 47 +68,909 10.04% Q4 2025 Jan 13, 2026
Jain Global LLC History Reduced 750,000 116,100 0.56% 1.19% 48 -1,046,522 -58.25% Q4 2025 Feb 17, 2026
Main Management LLC History Added to 720,318 111,505 8.02% 5.77% 49 +154,585 27.32% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 690,726 106,929 0.1% 0.09% 50 +21,321 3.19% Q4 2025 Feb 13, 2026
Main Management Fund Advisors LLC History Added to 671,500 103,948 9.48% 7.01% 51 +151,500 29.13% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 645,781 99,966 0.06% 0.06% 52 -54,227 -7.75% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 576,599 89,257 0.16% 0.14% 53 +56,932 10.96% Q4 2025 Mar 16, 2026
FIL Ltd History Added to 557,620 86,319 0.06% 0.04% 54 +193,657 53.21% Q4 2025 Feb 17, 2026
SRB CORP History No change 556,818 86,195 4.73% 4.44% 55 0 0.0% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 535,922 82,960 0.03% 0.01% 56 +279,626 109.1% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History Added to 517,598 80,124 1.32% 1.26% 57 +2,808 0.55% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 514,902 79,706 0.09% 0.1% 58 -105,027 -16.94% Q4 2025 Feb 06, 2026
BANK OF NOVA SCOTIA History Added to 501,656 77,663 0.11% 0.03% 59 +378,145 306.16% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 485,186 75,106 0.01% 0.01% 60 -17,440 -3.47% Q4 2025 Feb 17, 2026
Conservest Capital Advisors, Inc. History Reduced 477,221 73,873 6.66% 6.23% 61 -6,564 -1.36% Q4 2025 Feb 12, 2026
PEAK6 LLC History Added to 468,900 72,585 0.14% 0.04% 62 +266,500 131.67% Q4 2025 Mar 12, 2026
GREENWOOD GEARHART INC History Added to 448,436 69,417 3.82% 3.52% 63 +9,435 2.15% Q4 2025 Feb 04, 2026
MML INVESTORS SERVICES, LLC History Added to 443,753 68,692 0.17% 0.11% 64 +147,727 49.9% Q4 2025 Feb 13, 2026
J.Safra Asset Management Corp History Added to 435,331 67,389 3.53% 3.51% 65 +20,439 4.93% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 434,865 67,317 0.0% 0.0% 66 -326,637 -42.89% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 422,040 65,331 0.08% 0.07% 67 -6,448 -1.5% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 410,298 63,514 0.08% 0.09% 68 -90,086 -18.0% Q4 2025 Feb 12, 2026
NWI MANAGEMENT LP History Reduced 406,300 62,895 2.9% 4.19% 69 -158,700 -28.09% Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 399,881 61,901 1.48% 0.55% 70 +238,562 147.88% Q4 2025 Feb 03, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 395,704 61,254 2.14% 1.83% 71 +12,641 3.3% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 379,693 58,776 0.12% 0.1% 72 -72,867 -16.1% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 374,757 58,013 1.58% 1.52% 73 -7,006 -1.84% Q4 2025 Feb 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 366,040 56,662 1.14% 1.07% 74 +6,864 1.91% Q4 2025 Feb 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 364,188 56,376 0.27% 0.24% 75 +9,300 2.62% Q4 2025 Jan 29, 2026
ALPS ADVISORS INC History Reduced 341,368 52,843 0.31% 0.27% 76 -4,235 -1.23% Q4 2025 Feb 12, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 334,240 51,740 3.38% 3.13% 77 0 0.0% Q4 2025 Feb 11, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 331,326 51,289 1.64% 1.52% 78 -8,515 -2.51% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 320,504 49,614 0.43% 1.0% 79 -348,496 -52.09% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 315,051 48,769 0.23% 0.17% 80 +73,646 30.51% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 304,466 47,131 0.07% 0.01% 81 +240,131 373.25% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 295,824 45,794 0.12% 0.1% 82 +23,850 8.77% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Reduced 282,927 43,951 0.02% 0.02% 83 -10,073 -3.44% Q4 2025 Mar 20, 2026
SIG BROKERAGE, LP History Added to 283,581 43,898 1.37% 0.13% 84 +250,331 752.88% Q4 2025 Feb 17, 2026
Wellspring Financial Advisors, LLC History Added to 281,718 43,611 3.45% 3.39% 85 +16,496 6.22% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Added to 270,604 41,886 0.26% 0.22% 86 +31,992 13.41% Q4 2025 Jan 27, 2026
BW Gestao de Investimentos Ltda. History Reduced 266,000 41,176 0.93% 3.23% 87 -265,000 -49.91% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Reduced 265,242 41,059 0.04% 0.05% 88 -89,580 -25.25% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 266,132 40,546 0.06% 0.07% 89 -24,899 -8.56% Q4 2025 Feb 18, 2026
1832 Asset Management L.P. History Reduced 260,673 40,352 0.03% 0.03% 90 -8,269 -3.07% Q4 2025 Feb 13, 2026
CANTOR FITZGERALD, L. P. History No change 260,000 40,248 0.61% 0.35% 91 0 0.0% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 258,666 40,041 0.43% 0.43% 92 +52,457 25.44% Q4 2025 Jan 23, 2026
Elo Mutual Pension Insurance Co History Reduced 257,540 39,867 0.61% 2.24% 93 -721,751 -73.7% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 253,314 39,212 0.22% 0.08% 94 +151,561 148.95% Q4 2025 Feb 12, 2026
Affinity Asset Advisors, LLC History New 250,000 38,700 2.21% 95 +250,000 New Q4 2025 Feb 13, 2026
Hiddenite Capital Partners LP History New 250,000 38,700 5.02% 96 +250,000 New Q4 2025 Feb 05, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Added to 245,800 38,049 5.27% 3.59% 97 +69,000 39.03% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Reduced 239,703 37,105 0.08% 0.09% 98 -62,798 -20.76% Q4 2025 Jan 23, 2026
Wharton Business Group, LLC History Added to 233,963 36,217 1.38% 1.42% 99 +40 0.02% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 233,222 36,102 0.21% 0.19% 100 +18,642 8.69% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 228,333 36,099 1.23% 1.21% 101 +7,577 3.43% Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History Reduced 226,282 35,028 0.5% 0.5% 102 -7,236 -3.1% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 214,013 33,129 0.12% 0.13% 103 +5,626 2.7% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 212,392 32,878 0.02% 0.02% 104 -5,659 -2.6% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 211,247 32,701 0.02% 0.02% 105 +33,239 18.67% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 208,275 32,240 0.18% 0.19% 106 -19,048 -8.38% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 206,456 31,959 0.04% 0.03% 107 +32,813 18.9% Q4 2025 Feb 13, 2026
Miller Investment Management, LP History Added to 198,322 30,700 3.0% 2.16% 108 +44,017 28.53% Q4 2025 Feb 11, 2026
Rothschild Capital Partners, LLC History Added to 198,138 30,671 7.21% 3.72% 109 +84,855 74.91% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 197,281 30,540 0.38% 0.36% 110 -1,417 -0.71% Q4 2025 Feb 10, 2026
Stonebridge Financial Group, LLC History New 193,341 29,929 2.56% 111 +193,341 New Q4 2025 Jan 21, 2026
Swan Global Investments, LLC History Reduced 190,351 29,466 0.87% 0.95% 112 -54,862 -22.37% Q4 2025 Feb 11, 2026
FMR LLC History Added to 189,130 29,277 0.0% 0.0% 113 +10,042 5.61% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 185,665 28,740 0.2% 0.23% 114 -41,210 -18.16% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 185,196 28,668 0.05% 12.92% 115 +165,196 825.98% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Added to 184,367 28,540 1.53% 1.42% 116 +456 0.25% Q4 2025 Feb 10, 2026
MAKENA CAPITAL MANAGEMENT LLC History Reduced 182,397 28,235 3.38% 3.38% 117 -53,012 -22.52% Q4 2025 Feb 03, 2026
Ashton Thomas Private Wealth, LLC History Added to 181,592 28,110 0.69% 0.47% 118 +50,328 38.34% Q4 2025 Jan 29, 2026
Trek Financial, LLC History Reduced 181,170 28,045 1.62% 1.61% 119 -13,384 -6.88% Q4 2025 Feb 04, 2026
Biltmore Wealth Management, LLC History Added to 176,560 27,331 10.32% 9.35% 120 +470 0.27% Q4 2025 Jan 16, 2026
SP Asset Management LLC History Added to 175,209 27,122 2.14% 1.93% 121 +702 0.4% Q4 2025 Jan 28, 2026
Trilogy Capital Inc. History Added to 174,128 26,955 1.2% 0.78% 122 +53,384 44.21% Q4 2025 Jan 22, 2026
Corient Private Wealth LLC History Added to 262,815 26,910 0.04% 0.03% 123 +114,787 77.54% Q4 2025 Mar 09, 2026
Financial Advisory Corp History Reduced 173,415 26,844 3.9% 3.67% 124 -5,853 -3.26% Q4 2025 Jan 27, 2026
Fullerton Fund Management Co Ltd. History New 171,576 26,559 1.16% 125 +171,576 New Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 171,009 26,472 2.23% 2.46% 126 -28,485 -14.28% Q4 2025 Feb 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 166,161 26,272 0.04% 0.03% 127 +9,842 6.3% Q4 2025 Jan 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 167,799 26,051 0.05% 0.02% 128 +78,746 88.43% Q4 2025 Feb 05, 2026
CREDIT AGRICOLE S A History Reduced 166,185 25,725 0.06% 0.06% 129 -7,498 -4.32% Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Reduced 164,284 25,431 3.28% 2.96% 130 -721 -0.44% Q4 2025 Feb 03, 2026
LM Advisors LLC History Reduced 3,931 25,395 0.46% 0.5% 131 -21,074 -84.28% Q4 2025 Feb 13, 2026
University of Illinois Foundation History New 162,410 25,141 8.63% 132 +162,410 New Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 160,128 24,787 0.01% 0.04% 133 -319,952 -66.65% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 159,639 24,712 0.05% 0.05% 134 +333 0.21% Q4 2025 Feb 17, 2026
MEANS INVESTMENT CO., INC. History Reduced 158,157 24,482 2.06% 1.99% 135 -7,338 -4.43% Q4 2025 Jan 26, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 153,044 23,691 0.18% 0.05% 136 +108,044 240.1% Q4 2025 Jan 14, 2026
PARK AVENUE SECURITIES LLC History Added to 151,218 23,409 0.2% 0.12% 137 +41,439 37.75% Q4 2025 Jan 05, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 150,858 23,352 0.86% 0.01% 138 +148,774 7138.87% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 144,658 22,393 0.09% 0.08% 139 +19,065 15.18% Q4 2025 Feb 13, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 144,488 22,366 5.14% 140 +144,488 New Q4 2025 Feb 03, 2026
IHT Wealth Management, LLC History Added to 144,020 22,297 0.54% 0.43% 141 +21,757 17.8% Q4 2025 Feb 17, 2026
Graves Light Lenhart Wealth, Inc. History Added to 143,345 22,189 2.35% 2.19% 142 +1,594 1.12% Q4 2025 Jan 09, 2026
Creative Planning History Added to 136,889 21,190 0.02% 0.01% 143 +8,123 6.31% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 136,467 21,125 0.24% 0.2% 144 +53,225 63.94% Q4 2025 Jan 29, 2026
BTG Pactual Asset Management US LLC History Added to 134,367 20,918 2.04% 0.64% 145 +32,797 32.29% Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 134,247 20,781 2.79% 2.84% 146 +7,253 5.71% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 133,987 20,741 0.06% 0.04% 147 +19,865 17.41% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History Reduced 133,546 20,672 0.54% 0.5% 148 -10,118 -7.04% Q4 2025 Feb 17, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History Reduced 133,200 20,619 0.69% 0.68% 149 -11,100 -7.69% Q4 2025 Feb 13, 2026
IMZ Advisory Inc History Added to 133,055 20,596 7.54% 6.35% 150 +10,491 8.56% Q4 2025 Jan 21, 2026
KWMG, LLC History Added to 130,246 20,162 1.74% 1.46% 151 +10,319 8.6% Q4 2025 Jan 16, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 130,073 20,135 1.16% 1.08% 152 +1,219 0.95% Q4 2025 Jan 22, 2026
Fisher Asset Management, LLC History Added to 129,942 20,115 0.01% 0.01% 153 +17,454 15.52% Q4 2025 Feb 09, 2026
Ayalon Insurance Comp Ltd. History Reduced 129,169 19,995 4.85% 4.86% 154 -8,900 -6.45% Q4 2025 Jan 12, 2026
Twin Tree Management, LP History Reduced 129,000 19,969 0.17% 0.83% 155 -1,296,800 -90.95% Q4 2025 Feb 11, 2026
Passaic Partners LLC History Reduced 128,613 19,909 2.06% 2.26% 156 -6,177 -4.58% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History Added to 127,527 19,741 5.22% 4.58% 157 +5,429 4.45% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 126,552 19,590 0.12% 0.09% 158 +31,581 33.25% Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 124,830 19,323 1.08% 1.11% 159 -27,326 -17.96% Q4 2025 Feb 06, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 123,027 19,044 3.74% 3.51% 160 0 0.0% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 122,409 18,949 0.05% 0.04% 161 +30,306 32.9% Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History Added to 118,514 18,345 0.23% 0.21% 162 +1,244 1.06% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 117,952 18,258 0.06% 0.05% 163 -5,082 -4.13% Q4 2025 Feb 02, 2026
Baird Financial Group, Inc. History Added to 117,186 18,140 0.03% 0.02% 164 +19,324 19.75% Q4 2025 Feb 13, 2026
FIRST INTERSTATE BANK History Reduced 117,006 18,112 0.97% 0.92% 165 -2,607 -2.18% Q4 2025 Jan 29, 2026
DAVENPORT & Co LLC History Reduced 116,644 18,056 0.1% 0.1% 166 -20,257 -14.8% Q4 2025 Jan 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 115,633 17,899 0.22% 0.17% 167 +6,592 6.05% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Added to 113,028 17,496 0.31% 0.28% 168 +13,559 13.63% Q4 2025 Jan 16, 2026
Long Run Wealth Advisors, LLC History Added to 112,814 17,463 3.29% 3.01% 169 +2,454 2.22% Q4 2025 Feb 02, 2026
Evolution Wealth Advisors, LLC History Added to 112,462 17,409 1.75% 2.08% 170 +1,306 1.17% Q4 2025 Jan 12, 2026
EP Wealth Advisors, LLC History New 110,181 17,056 0.09% 171 +110,181 New Q4 2025 Feb 18, 2026
Cavalier Investments, LLC History New 110,000 17,028 0.87% 172 +110,000 New Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 109,311 16,921 0.02% 0.02% 173 +11 0.01% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 109,128 16,892 0.07% 0.06% 174 -9,657 -8.13% Q4 2025 Jan 29, 2026
Tamar Securities, LLC History Added to 108,623 16,814 1.77% 1.36% 175 +22,501 26.13% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 108,397 16,780 0.02% 0.07% 176 -36,890 -25.39% Q4 2025 Jan 09, 2026
Maven Securities LTD History Reduced 108,260 16,764 0.37% 0.46% 177 -24,581 -18.5% Q4 2025 Feb 13, 2026
Balance Wealth, LLC History Reduced 107,695 16,671 5.35% 7.38% 178 -106,922 -49.82% Q4 2025 Jan 21, 2026
Bellwether Advisors, LLC History New 107,545 16,647 2.66% 179 +107,545 New Q4 2025 Feb 09, 2026
Estate Counselors, LLC History Added to 105,633 16,351 1.37% 1.21% 180 +4,698 4.65% Q4 2025 Feb 02, 2026
COUNTRY TRUST BANK History Added to 104,888 16,236 0.29% 0.28% 181 +14,171 15.62% Q4 2025 Jan 21, 2026
Concentric Capital Strategies, LP History Reduced 104,643 16,198 0.78% 0.85% 182 -31,856 -23.34% Q4 2025 Feb 17, 2026
Analyst IMS Investment Management Services Ltd. History Added to 104,369 16,156 0.47% 0.45% 183 +43 0.04% Q4 2025 Jan 20, 2026
Round Rock Advisors LLC History Added to 103,227 15,979 2.4% 2.2% 184 +3,269 3.27% Q4 2025 Jan 27, 2026
Dakota Wealth Management History Added to 102,976 15,940 0.28% 0.24% 185 +16,249 18.74% Q4 2025 Jan 13, 2026
Salomon & Ludwin, LLC History Reduced 98,760 15,307 1.35% 1.31% 186 -2,080 -2.06% Q4 2025 Jan 28, 2026
Asset Advisors Investment Management, LLC History Added to 98,733 15,283 1.41% 1.23% 187 +5,241 5.61% Q4 2025 Jan 23, 2026
New Harbor Financial Group, LLC History New 96,368 14,917 2.73% 188 +96,368 New Q4 2025 Jan 30, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 95,574 14,794 4.78% 4.36% 189 0 0.0% Q4 2025 Feb 12, 2026
HILLTOP WEALTH ADVISORS, LLC History Added to 95,432 14,772 7.42% 6.75% 190 +2,415 2.6% Q4 2025 Jan 14, 2026
Cullen Capital Management, LLC History Added to 94,269 14,592 0.16% 0.01% 191 +85,659 994.88% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 91,066 14,097 0.67% 0.18% 192 +60,927 202.15% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Added to 90,662 14,034 0.62% 0.41% 193 +20,147 28.57% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 89,453 13,847 0.05% 0.04% 194 +9,593 12.01% Q4 2025 Jan 30, 2026
NOMURA HOLDINGS INC History Reduced 88,600 13,715 0.02% 0.17% 195 -695,400 -88.7% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 88,578 13,711 0.01% 0.03% 196 -128,194 -59.14% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 87,483 13,542 0.45% 0.44% 197 -4,991 -5.4% Q4 2025 Jan 14, 2026
Clarity Financial LLC History Reduced 86,788 13,434 1.24% 1.97% 198 -55,907 -39.18% Q4 2025 Jan 28, 2026
Gratus Wealth Advisors, LLC History Added to 86,450 13,382 1.86% 1.67% 199 +1,133 1.33% Q4 2025 Feb 04, 2026
BRAVE ASSET MANAGEMENT INC History Added to 86,137 13,334 3.14% 2.87% 200 +981 1.15% Q4 2025 Jan 08, 2026
OLD NATIONAL BANCORP /IN/ History Added to 85,499 13,235 0.22% 0.2% 201 +1,281 1.52% Q4 2025 Jan 28, 2026
SCOTIA CAPITAL INC. History Added to 84,226 13,037 0.05% 0.03% 202 +31,972 61.19% Q4 2025 Feb 12, 2026
Insight Wealth Strategies, LLC History Reduced 84,067 13,013 1.49% 1.38% 203 -239 -0.28% Q4 2025 Jan 02, 2026
Lido Advisors, LLC History Added to 86,947 12,830 0.04% 0.04% 204 +126 0.15% Q4 2025 Feb 10, 2026
SIMON QUICK ADVISORS, LLC History Reduced 82,867 12,827 0.56% 0.52% 205 -38 -0.05% Q4 2025 Jan 29, 2026
J.W. COLE ADVISORS, INC. History Added to 101,560 12,780 0.31% 0.25% 206 +7,752 8.26% Q4 2025 Feb 11, 2026
LOWE BROCKENBROUGH & CO INC History Added to 82,001 12,693 0.62% 0.55% 207 +5,131 6.67% Q4 2025 Feb 11, 2026
WBH ADVISORY INC History Added to 81,630 12,636 0.94% 0.8% 208 +6,673 8.9% Q4 2025 Jan 26, 2026
Carnegie Investment Counsel History Reduced 81,181 12,566 0.23% 0.22% 209 -3,963 -4.65% Q4 2025 Jan 23, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 81,000 12,538 0.39% 2.14% 210 -643,851 -88.83% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Reduced 80,740 12,498 0.56% 0.57% 211 -2,859 -3.42% Q4 2025 Feb 17, 2026
Stillwater Capital Advisors, LLC History Reduced 80,191 12,413 1.33% 1.27% 212 -863 -1.06% Q4 2025 Jan 14, 2026
OPPENHEIMER & CO INC History Reduced 78,669 12,177 0.17% 0.25% 213 -69,664 -46.96% Q4 2025 Feb 02, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 76,294 11,810 1.65% 214 +76,294 New Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 75,067 11,620 0.23% 0.23% 215 +5,510 7.92% Q4 2025 Feb 13, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 74,617 11,550 0.9% 0.83% 216 -10 -0.01% Q4 2025 Jan 14, 2026
DRW Securities, LLC History Reduced 74,200 11,486 0.3% 0.38% 217 -75,055 -50.29% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 74,135 11,476 0.16% 0.11% 218 +19,640 36.04% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 74,142 11,456 0.06% 0.06% 219 +12,140 19.58% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 73,848 11,431 0.13% 0.08% 220 +25,990 54.31% Q4 2025 Jan 20, 2026
Vickerman Investment Advisors, Inc. History Reduced 72,307 11,193 2.24% 2.1% 221 -2,291 -3.07% Q4 2025 Feb 12, 2026
Atom Investors LP History Reduced 71,941 11,136 0.88% 1.12% 222 -34,050 -32.13% Q4 2025 Feb 17, 2026
CMH Wealth Management LLC History Reduced 70,995 10,990 2.35% 2.14% 223 -1,149 -1.59% Q4 2025 Jan 13, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 70,852 10,967 5.11% 4.69% 224 +3,188 4.71% Q4 2025 Jan 06, 2026
Parkside Investments, LLC History Reduced 70,516 10,915 1.37% 1.33% 225 -5,876 -7.69% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Reduced 70,263 10,876 0.24% 0.34% 226 -1,783 -2.47% Q4 2025 Feb 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 70,097 10,851 0.16% 0.14% 227 +2,565 3.8% Q4 2025 Feb 12, 2026
Frisch Financial Group, Inc. History Reduced 70,045 10,842 2.43% 2.31% 228 -1,421 -1.99% Q4 2025 Feb 06, 2026
MFA WEALTH ADVISORS, LLC History Added to 69,732 10,794 2.28% 2.04% 229 +2,495 3.71% Q4 2025 Jan 14, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 68,793 10,649 2.44% 2.73% 230 -11,190 -13.99% Q4 2025 Feb 05, 2026
FIRST MERCHANTS CORP History Added to 68,416 10,590 0.39% 0.33% 231 +5,801 9.26% Q4 2025 Jan 12, 2026
Compass Wealth Management, LLC/GA History Added to 67,802 10,495 4.32% 3.71% 232 +7,600 12.62% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 67,674 10,475 0.47% 0.09% 233 +54,696 421.45% Q4 2025 Feb 06, 2026
Howard Capital Management Group, LLC History Added to 67,511 10,450 0.66% 0.59% 234 +706 1.06% Q4 2025 Jan 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 67,112 10,388 0.01% 0.0% 235 +45,732 213.9% Q4 2025 Feb 10, 2026
INNEALTA CAPITAL, LLC History No change 66,870 10,351 5.6% 4.65% 236 0 0.0% Q4 2025 Jan 30, 2026
Lebenthal Global Advisors, LLC History Reduced 66,779 10,337 1.6% 1.63% 237 -13 -0.02% Q4 2025 Jan 28, 2026
Hobart Private Capital, LLC History Reduced 66,220 10,250 2.0% 1.95% 238 -847 -1.26% Q4 2025 Jan 27, 2026
MARTIN & CO INC /TN/ History Added to 65,336 10,113 1.74% 1.58% 239 +1,638 2.57% Q4 2025 Feb 13, 2026
Winthrop Capital Management, LLC History Reduced 64,303 9,954 2.32% 2.17% 240 -116 -0.18% Q4 2025 Feb 10, 2026
High Note Wealth, LLC History Reduced 63,695 9,859 1.93% 1.82% 241 -1,311 -2.02% Q4 2025 Feb 05, 2026
Pachira Investments Inc. History Added to 62,497 9,674 4.71% 4.49% 242 +5,137 8.96% Q4 2025 Feb 02, 2026
BANK HAPOALIM BM History Added to 62,406 9,660 0.84% 0.92% 243 +8,403 15.56% Q4 2025 Feb 17, 2026
Premier Path Wealth Partners, LLC History Reduced 62,268 9,639 1.24% 1.24% 244 -7,107 -10.24% Q4 2025 Jan 22, 2026
Intrua Financial, LLC History Added to 61,794 9,565 1.01% 0.53% 245 +26,819 76.68% Q4 2025 Feb 05, 2026
Global Endowment Management, LP History Reduced 61,592 9,534 1.19% 1.1% 246 -1,702 -2.69% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 61,570 9,530 0.08% 0.08% 247 +7,141 13.12% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History Added to 61,499 9,520 1.82% 1.6% 248 +1,923 3.23% Q4 2025 Feb 11, 2026
WESPAC Advisors SoCal, LLC History Added to 61,458 9,513 1.92% 1.68% 249 +2,059 3.47% Q4 2025 Jan 07, 2026
Titan Wealth (CI) Ltd History New 60,201 9,319 3.58% 250 +60,201 New Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 60,187 9,316 0.55% 0.52% 251 +5,203 9.46% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Reduced 59,902 9,272 0.11% 0.11% 252 -6,620 -9.95% Q4 2025 Feb 05, 2026
Sage Capital Advisors,llc History Reduced 59,765 9,251 2.2% 1.98% 253 -164 -0.27% Q4 2025 Jan 06, 2026
Walleye Capital LLC History Added to 58,993 9,132 0.03% 0.02% 254 +25,659 76.98% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 58,989 9,131 0.02% 0.02% 255 +1,731 3.02% Q4 2025 Feb 17, 2026
Constitution Capital LLC History Added to 58,305 9,025 4.27% 3.79% 256 +91 0.16% Q4 2025 Jan 09, 2026
UNIVEST FINANCIAL Corp History Added to 58,063 8,988 0.48% 0.07% 257 +49,034 543.07% Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History Added to 57,550 8,908 0.03% 0.03% 258 +1,740 3.12% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 57,214 8,856 0.1% 0.04% 259 +31,053 118.7% Q4 2025 Feb 02, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 57,060 8,832 0.96% 0.6% 260 +17,271 43.41% Q4 2025 Jan 20, 2026
Gladstone Institutional Advisory LLC History Reduced 56,698 8,776 0.33% 0.33% 261 -4,252 -6.98% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Added to 56,624 8,765 0.71% 0.6% 262 +5,062 9.82% Q4 2025 Jan 23, 2026
Arta Finance Wealth Management LLC History New 56,500 8,746 4.46% 263 +56,500 New Q4 2025 Jan 20, 2026
CASTLEARK MANAGEMENT LLC History New 56,130 8,688 0.26% 264 +56,130 New Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 55,972 8,664 0.11% 0.1% 265 +3,026 5.72% Q4 2025 Feb 02, 2026
Pathstone Holdings, LLC History New 55,847 8,645 0.03% 266 +55,847 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 55,735 8,627 0.0% 267 +55,735 New Q4 2025 Feb 13, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 55,635 8,612 8.94% 7.71% 268 0 0.0% Q4 2025 Feb 11, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 55,592 8,605 7.14% 269 +55,592 New Q4 2025 Mar 03, 2026
Envision Financial Planning, LLC History Added to 54,907 8,499 3.21% 1.25% 270 +33,668 158.52% Q4 2025 Feb 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 54,176 8,386 0.53% 0.49% 271 +528 0.98% Q4 2025 Jan 21, 2026
FORBES J M & CO LLP History No change 54,169 8,385 0.68% 0.63% 272 0 0.0% Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Added to 53,790 8,326 0.19% 0.18% 273 +4,669 9.51% Q4 2025 Feb 06, 2026
CONTINUUM WEALTH ADVISORS, LLC History New 53,724 8,316 3.21% 274 +53,724 New Q4 2025 Feb 04, 2026
Orange Investment Advisors, Inc. History Reduced 53,697 8,312 0.92% 0.82% 275 -2,848 -5.04% Q4 2025 Feb 06, 2026
Redhawk Wealth Advisors, Inc. History New 53,579 8,293 0.93% 276 +53,579 New Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History Added to 53,515 8,284 0.27% 0.01% 277 +51,513 2573.08% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Added to 53,292 8,249 0.41% 0.23% 278 +25,038 88.62% Q4 2025 Jan 07, 2026
Allred Capital Management, LLC History Added to 53,061 8,214 2.97% 2.4% 279 +3,438 6.93% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 52,675 8,157 0.23% 0.18% 280 +6,986 15.29% Q4 2025 Jan 30, 2026
Deane Retirement Strategies, Inc. History New 52,459 8,149 3.37% 281 +52,459 New Q4 2025 Jan 28, 2026
Independence Wealth Advisors, LLC History New 52,091 8,063 4.54% 282 +52,091 New Q4 2025 Jan 09, 2026
AlphaStar Capital Management, LLC History New 52,046 8,056 0.59% 283 +52,046 New Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 52,015 8,051 0.1% 0.09% 284 -18,613 -26.35% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 51,797 8,018 0.37% 0.37% 285 +1,680 3.35% Q4 2025 Feb 05, 2026
Cercano Management LLC History Reduced 51,519 7,975 0.3% 0.31% 286 -7,321 -12.44% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Reduced 51,300 7,941 0.01% 0.09% 287 -599,768 -92.12% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Reduced 50,807 7,864 0.14% 0.13% 288 -673 -1.31% Q4 2025 Feb 17, 2026
Private Wealth Advisors, LLC History Added to 50,497 7,816 2.5% 1.68% 289 +14,689 41.02% Q4 2025 Feb 06, 2026
NATIXIS History Added to 50,180 7,767 0.03% 0.03% 290 +180 0.36% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Reduced 50,103 7,756 0.9% 0.84% 291 -960 -1.88% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 49,758 7,702 0.35% 0.32% 292 +803 1.64% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History New 49,500 7,662 0.18% 293 +49,500 New Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 48,943 7,576 0.5% 0.51% 294 -5,244 -9.68% Q4 2025 Jan 23, 2026
Robertson Stephens Wealth Management, LLC History Added to 48,713 7,540 0.2% 0.15% 295 +12,885 35.96% Q4 2025 Feb 02, 2026
Keystone Global Partners, LLC History Added to 48,528 7,512 3.3% 3.07% 296 +5,203 12.01% Q4 2025 Jan 14, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 47,997 7,429 1.57% 1.29% 297 -8,194 -14.58% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 47,158 7,300 0.03% 0.02% 298 +20,266 75.36% Q4 2025 Feb 17, 2026
Essex LLC History Added to 46,925 7,264 1.29% 1.14% 299 +1,884 4.18% Q4 2025 Jan 20, 2026
Evercore Wealth Management, LLC History Reduced 46,725 7,233 0.11% 0.1% 300 -70 -0.15% Q4 2025 Feb 17, 2026
Annex Advisory Services, LLC History Added to 46,587 7,211 0.14% 0.14% 301 +65 0.14% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 46,451 7,190 0.43% 0.21% 302 +18,161 64.2% Q4 2025 Feb 17, 2026
TRITONPOINT WEALTH, LLC History Reduced 46,420 7,185 0.73% 0.57% 303 -1,213 -2.55% Q4 2025 Jan 20, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 46,403 7,183 0.3% 0.28% 304 -85 -0.18% Q4 2025 Feb 13, 2026
BigSur Wealth Management LLC History Added to 46,299 7,167 1.74% 1.31% 305 +7,939 20.7% Q4 2025 Jan 27, 2026
Journey Advisory Group, LLC History Added to 46,273 7,163 0.6% 0.05% 306 +41,858 948.09% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Reduced 45,399 7,027 0.52% 0.51% 307 -2,803 -5.82% Q4 2025 Feb 18, 2026
Sharp Wealth Advisory, LLC History New 45,338 7,018 3.53% 308 +45,338 New Q4 2025 Jan 16, 2026
PATTEN & PATTEN INC/TN History Added to 45,277 7,008 0.41% 0.36% 309 +1,141 2.59% Q4 2025 Feb 03, 2026
Ball & Co Wealth Management Inc. History New 44,942 6,957 4.48% 310 +44,942 New Q4 2025 Jan 23, 2026
FORONJY FINANCIAL LLC History Added to 44,922 6,953 2.9% 2.55% 311 +3,071 7.34% Q4 2025 Feb 03, 2026
Lake Hills Wealth Management, LLC History New 44,827 6,939 3.62% 312 +44,827 New Q4 2025 Jan 07, 2026
Financial Enhancement Group LLC History New 42,870 6,784 0.88% 313 +42,870 New Q4 2025 Jan 23, 2026
MARVIN & PALMER ASSOCIATES INC History New 43,630 6,753 4.77% 314 +43,630 New Q4 2025 Feb 11, 2026
Banco Santander, S.A. History New 43,442 6,724 0.05% 315 +43,442 New Q4 2025 Feb 13, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 43,410 6,719 0.49% 0.35% 316 +9,265 27.13% Q4 2025 Feb 12, 2026
Sender Co & Partners, Inc. History Reduced 43,114 6,674 3.11% 2.34% 317 -110,540 -71.94% Q4 2025 Feb 17, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 43,113 6,673 3.24% 2.84% 318 +748 1.77% Q4 2025 Feb 13, 2026
THOR TRADING ADVISORS, LLC History Added to 42,451 6,608 2.74% 2.18% 319 +11,628 37.73% Q4 2025 Feb 12, 2026
One Wealth Map LLC History Added to 41,942 6,529 3.32% 3.04% 320 +3,081 7.93% Q4 2025 Feb 04, 2026
Summit Financial, LLC History Added to 41,845 6,477 0.1% 0.06% 321 +11,680 38.72% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 41,574 6,435 4.8% 4.34% 322 +953 2.35% Q4 2025 Jan 27, 2026
Symmetry Investments LP History New 41,400 6,408 0.56% 323 +41,400 New Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 41,299 6,393 0.05% 0.05% 324 -1,610 -3.75% Q4 2025 Feb 12, 2026
Busey Bank History Added to 41,176 6,374 0.17% 0.16% 325 +276 0.67% Q4 2025 Jan 27, 2026
Granite Harbor Advisors, Inc. History Added to 41,093 6,361 2.69% 2.3% 326 +1,734 4.41% Q4 2025 Jan 22, 2026
World Investment Advisors History Added to 40,953 6,339 0.1% 0.07% 327 +16,400 66.79% Q4 2025 Mar 12, 2026
Stockman Wealth Management, Inc. History Added to 40,405 6,254 0.73% 0.64% 328 +3,271 8.81% Q4 2025 Jan 29, 2026
Prime Capital Investment Advisors, LLC History Reduced 40,025 6,195 0.08% 0.08% 329 -3,182 -7.36% Q4 2025 Jan 21, 2026
SUMMIT SECURITIES GROUP LLC History New 39,891 6,175 0.8% 330 +39,891 New Q4 2025 Feb 17, 2026
Sharper & Granite LLC History Reduced 39,862 6,170 2.17% 2.03% 331 -868 -2.13% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 39,824 6,164 0.16% 0.13% 332 +3,779 10.48% Q4 2025 Jan 23, 2026
PETERSON WEALTH MANAGEMENT History New 39,664 6,139 4.56% 333 +39,664 New Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History Reduced 39,587 6,128 0.49% 0.72% 334 -17,702 -30.9% Q4 2025 Jan 13, 2026
Magnus Financial Group LLC History Added to 39,349 6,091 0.47% 0.39% 335 +3,792 10.66% Q4 2025 Jan 07, 2026
Black Swift Group, LLC History New 39,236 6,073 1.01% 336 +39,236 New Q4 2025 Feb 10, 2026
Financial Freedom, LLC History Reduced 38,846 6,013 2.98% 2.81% 337 -1,681 -4.15% Q4 2025 Feb 17, 2026
NVWM, LLC History Added to 38,713 5,992 1.3% 1.07% 338 +4,555 13.34% Q4 2025 Jan 20, 2026
Simmons Bank History Reduced 38,646 5,982 0.4% 0.37% 339 -1,365 -3.41% Q4 2025 Feb 05, 2026
Bank of New York Mellon Corp History Added to 38,550 5,967 0.0% 0.0% 340 +8,638 28.88% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 38,284 5,926 0.08% 0.08% 341 +585 1.55% Q4 2025 Feb 10, 2026
3EDGE Asset Management, LP History Added to 38,055 5,920 0.31% 0.15% 342 +18,754 97.17% Q4 2025 Feb 06, 2026
IMC-Chicago, LLC History Added to 38,188 5,911 0.0% 0.0% 343 +16,798 78.53% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 37,863 5,861 0.03% 0.03% 344 +7,220 23.56% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 37,762 5,845 0.19% 0.05% 345 +26,560 237.1% Q4 2025 Feb 06, 2026
Headlands Technologies LLC History New 37,710 5,837 0.49% 346 +37,710 New Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 37,655 5,828 0.07% 0.04% 347 +16,450 77.58% Q4 2025 Jan 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 37,296 5,773 0.07% 0.07% 348 -1,611 -4.14% Q4 2025 Feb 05, 2026
NorthRock Partners, LLC History Added to 36,624 5,669 0.1% 0.05% 349 +15,235 71.23% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 36,614 5,667 0.14% 0.13% 350 -273 -0.74% Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History New 36,551 5,658 0.02% 351 +36,551 New Q4 2025 Jan 26, 2026
Pinnacle Financial Partners, Inc. History New 36,017 5,577 0.04% 352 +36,017 New Q4 2025 Feb 18, 2026
Fiduciary Group, LLC History Added to 36,001 5,572 0.47% 0.43% 353 +916 2.61% Q4 2025 Feb 12, 2026
5th Street Advisors, LLC History Reduced 35,796 5,541 2.59% 2.55% 355 -1,272 -3.43% Q4 2025 Jan 30, 2026
COMMERCE BANK History Added to 35,801 5,541 0.03% 0.03% 354 +241 0.68% Q4 2025 Feb 13, 2026
SYKON CAPITAL LLC History New 35,500 5,495 1.76% 356 +35,500 New Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 35,308 5,465 0.13% 0.1% 357 +5,366 17.92% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 35,298 5,464 0.03% 0.08% 358 -60,257 -63.06% Q4 2025 Feb 11, 2026
Cooksen Wealth, LLC History Reduced 35,119 5,436 3.98% 3.73% 359 -824 -2.29% Q4 2025 Jan 20, 2026
CHEMUNG CANAL TRUST CO History Reduced 35,113 5,435 1.08% 1.04% 360 -2,357 -6.29% Q4 2025 Jan 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 34,976 5,414 0.12% 0.09% 361 +4,710 15.56% Q4 2025 Feb 12, 2026
Algorithmic Investment Models, LLC History Reduced 34,926 5,406 6.67% 3.37% 362 -1,584 -4.34% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 34,515 5,342 0.04% 0.04% 363 +3,144 10.02% Q4 2025 Feb 18, 2026
HERBST GROUP, LLC History Added to 34,414 5,327 3.13% 2.65% 364 +3,746 12.21% Q4 2025 Jan 16, 2026
Verition Fund Management LLC History Added to 33,825 5,236 0.02% 0.0% 365 +30,000 784.31% Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History Reduced 33,695 5,215 0.23% 0.25% 366 -4,509 -11.8% Q4 2025 Jan 22, 2026
Westside Investment Management, Inc. History Added to 33,561 5,198 0.83% 0.73% 367 +943 2.89% Q4 2025 Jan 23, 2026
Wealthfront Advisers LLC History Added to 33,416 5,172 0.01% 0.01% 368 +3,902 13.22% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 33,196 5,138 0.19% 0.18% 369 -751 -2.21% Q4 2025 Jan 21, 2026
Choate Investment Advisors History Reduced 33,163 5,133 0.1% 0.1% 370 -1,461 -4.22% Q4 2025 Feb 09, 2026
Arete Wealth Advisors, LLC History Added to 33,145 5,131 0.31% 0.09% 371 +22,439 209.59% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 33,010 5,109 0.05% 0.0% 372 +29,827 937.07% Q4 2025 Feb 18, 2026
Bleakley Financial Group, LLC History Added to 32,761 5,071 0.09% 0.1% 373 +415 1.28% Q4 2025 Feb 09, 2026
Delos Wealth Advisors, LLC History Added to 32,747 5,069 3.34% 2.98% 374 +912 2.86% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 32,745 5,068 0.06% 0.06% 375 +303 0.93% Q4 2025 Feb 04, 2026
Pallas Capital Advisors LLC History Reduced 32,709 5,063 0.17% 0.17% 376 -478 -1.44% Q4 2025 Jan 14, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 32,610 5,048 0.84% 0.76% 377 -500 -1.51% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History Reduced 32,587 5,044 0.34% 0.32% 378 -1,083 -3.22% Q4 2025 Jan 08, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 32,495 5,030 0.58% 0.54% 379 +2,054 6.75% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Added to 32,360 5,009 0.28% 0.25% 380 +487 1.53% Q4 2025 Jan 29, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 31,924 4,941 0.26% 381 +31,924 New Q4 2025 Feb 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 31,892 4,937 0.38% 0.0% 382 +31,485 7735.87% Q4 2025 Jan 20, 2026
Fourth Dimension Wealth, LLC History Added to 31,721 4,910 1.79% 1.65% 383 +598 1.92% Q4 2025 Feb 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 31,684 4,904 0.08% 0.03% 384 +22,410 241.64% Q4 2025 Feb 19, 2026
FPC INVESTMENT ADVISORY, INC. History Added to 31,457 4,869 2.67% 2.53% 385 +1,191 3.94% Q4 2025 Feb 10, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 31,351 4,853 0.62% 0.37% 386 -16,506 -34.49% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 31,072 4,809 0.02% 0.01% 387 +10,782 53.14% Q4 2025 Jan 30, 2026
FLOW TRADERS U.S. LLC History New 31,045 4,806 0.16% 388 +31,045 New Q4 2025 Feb 13, 2026
MidFirst Bank History New 30,829 4,772 0.38% 389 +30,829 New Q4 2025 Feb 25, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 30,512 4,723 0.15% 0.16% 390 -2,874 -8.61% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Reduced 30,413 4,707 0.06% 0.06% 391 -3,183 -9.47% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 29,979 4,640 0.06% 0.05% 392 +1,665 5.88% Q4 2025 Jan 29, 2026
Kovack Advisors, Inc. History Added to 29,711 4,599 0.21% 0.23% 393 +11,924 67.04% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 29,694 4,596 0.03% 0.03% 394 +117 0.4% Q4 2025 Jan 28, 2026
Crew Capital Management, Ltd History Added to 29,546 4,573 2.88% 2.61% 395 +1,508 5.38% Q4 2025 Jan 16, 2026
FRANKLIN RESOURCES INC History Added to 29,445 4,558 0.0% 0.0% 396 +23,628 406.19% Q4 2025 Feb 11, 2026
Sepio Capital, LP History Reduced 29,427 4,555 0.25% 0.31% 397 -7,773 -20.9% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 29,256 4,528 0.04% 0.04% 398 +1,739 6.32% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Added to 29,207 4,521 0.66% 0.23% 399 +19,328 195.65% Q4 2025 Jan 22, 2026
GeoWealth Management, LLC History Added to 29,182 4,517 0.17% 0.14% 400 +823 2.9% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 28,890 4,472 0.02% 0.02% 401 +894 3.19% Q4 2025 Feb 03, 2026
CSS LLC/IL History Reduced 28,700 4,442 0.2% 0.22% 402 -6,300 -18.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 28,657 4,436 0.0% 0.04% 403 -466,299 -94.21% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 28,589 4,425 0.16% 0.14% 404 +1,550 5.73% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 28,519 4,414 0.02% 0.01% 405 +5,589 24.37% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 28,435 4,401 0.09% 0.08% 406 +4,455 18.58% Q4 2025 Feb 09, 2026
Econ Financial Services Corp History Reduced 28,398 4,396 2.2% 2.68% 407 -10,229 -26.48% Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 28,368 4,391 0.02% 0.01% 408 +15,767 125.12% Q4 2025 Feb 06, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 28,280 4,377 0.55% 0.5% 409 +2,136 8.17% Q4 2025 Jan 15, 2026
WT Wealth Management History Added to 28,261 4,374 1.26% 0.92% 410 +5,210 22.6% Q4 2025 Feb 02, 2026
THEORY FINANCIAL LLC History Added to 27,233 4,305 1.45% 1.03% 411 +6,963 34.35% Q4 2025 Feb 10, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 27,408 4,260 0.03% 0.03% 412 -317 -1.14% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 27,469 4,252 0.02% 413 +27,469 New Q4 2025 Feb 17, 2026
Banco BTG Pactual S.A. History Added to 27,420 4,244 0.73% 0.43% 414 +6,312 29.9% Q4 2025 Feb 12, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 27,416 4,243 0.89% 0.81% 415 +558 2.08% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 27,366 4,236 0.09% 0.08% 416 +2,765 11.24% Q4 2025 Feb 02, 2026
10Elms LLP History Reduced 27,087 4,193 3.85% 3.52% 417 -1,072 -3.81% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 27,077 4,191 0.22% 0.2% 418 -474 -1.72% Q4 2025 Feb 11, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 26,665 4,127 0.89% 0.81% 419 +24 0.09% Q4 2025 Feb 10, 2026
Innova Wealth Partners History New 26,556 4,110 2.07% 421 +26,556 New Q4 2025 Jan 07, 2026
CERTUITY, LLC History Reduced 26,551 4,110 0.26% 0.28% 420 -3,178 -10.69% Q4 2025 Jan 30, 2026
Nelson Capital Management, LLC History Added to 26,343 4,077 0.48% 0.42% 422 +1,133 4.49% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 26,195 4,054 0.18% 0.17% 423 +12 0.05% Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History Reduced 26,126 4,044 0.45% 0.49% 424 -141 -0.54% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 26,048 4,032 0.0% 0.0% 425 +11,980 85.16% Q4 2025 Feb 02, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 26,037 4,030 1.16% 1.09% 426 +460 1.8% Q4 2025 Feb 10, 2026
Bay Rivers Group History Added to 25,963 4,019 1.63% 1.47% 427 +833 3.31% Q4 2025 Jan 07, 2026
Transamerica Financial Advisors, LLC History Added to 25,916 4,011 0.33% 0.24% 428 +5,071 24.33% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 25,807 3,994 0.13% 0.1% 429 -56 -0.22% Q4 2025 Jan 09, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 25,781 3,990 0.33% 0.31% 430 +6 0.02% Q4 2025 Feb 03, 2026
Focus Financial Network, Inc. History Reduced 25,499 3,947 0.14% 0.13% 431 -1,428 -5.3% Q4 2025 Jan 12, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 25,455 3,940 1.46% 1.34% 432 -59 -0.23% Q4 2025 Feb 17, 2026
Adams Wealth Management History Reduced 25,365 3,926 0.84% 0.85% 433 -3,063 -10.77% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 25,365 3,926 0.73% 0.8% 434 -3,063 -10.77% Q4 2025 Feb 18, 2026
Embree Financial Group History Reduced 25,368 3,926 0.48% 0.5% 435 -1,438 -5.36% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 25,327 3,920 0.02% 436 +25,327 New Q4 2025 Feb 05, 2026
Prospera Financial Services Inc History Added to 25,306 3,919 0.06% 0.03% 437 +12,611 99.34% Q4 2025 Feb 09, 2026
PeakShares LLC History New 25,171 3,896 3.8% 438 +25,171 New Q4 2025 Mar 10, 2026
Manhattan West Asset Management, LLC History Added to 25,085 3,883 0.79% 0.25% 439 +16,462 190.91% Q4 2025 Feb 02, 2026
Belpointe Asset Management LLC History Added to 24,890 3,853 0.14% 0.12% 440 +1,983 8.66% Q4 2025 Jan 27, 2026
Silver Coast Investments LLC History New 24,620 3,811 1.31% 441 +24,620 New Q4 2025 Jan 27, 2026
Q3 Asset Management History New 24,602 3,808 0.87% 442 +24,602 New Q4 2025 Jan 27, 2026
Woodline Partners LP History New 24,567 3,802 0.01% 443 +24,567 New Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History Reduced 24,366 3,771 0.47% 0.45% 444 -23 -0.09% Q4 2025 Feb 13, 2026
BFSG, LLC History Reduced 24,235 3,751 0.36% 0.36% 445 -2,228 -8.42% Q4 2025 Jan 22, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 24,210 3,747 1.23% 1.11% 446 +280 1.17% Q4 2025 Jan 27, 2026
Mill Creek Capital Advisors, LLC History Reduced 24,196 3,745 0.08% 0.1% 447 -10,610 -30.48% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 23,939 3,706 0.01% 0.0% 448 -174 -0.72% Q4 2025 Feb 10, 2026
SYON CAPITAL LLC History Reduced 23,847 3,691 0.18% 0.18% 449 -7 -0.03% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 23,529 3,642 0.02% 0.02% 450 +1,222 5.48% Q4 2025 Jan 29, 2026
LEUTHOLD GROUP, LLC History Added to 23,503 3,638 0.39% 0.31% 451 +3,203 15.78% Q4 2025 Feb 05, 2026
First Financial Bank - Trust Division History Added to 23,405 3,623 0.3% 0.28% 452 +95 0.41% Q4 2025 Jan 02, 2026
Laraway Financial Advisors Inc History Reduced 23,307 3,607 2.35% 2.23% 453 -161 -0.69% Q4 2025 Feb 13, 2026
Massachusetts Wealth Management History Added to 23,298 3,606 1.68% 1.46% 454 +2,214 10.5% Q4 2025 Jan 26, 2026
Rockingstone Advisors LLC History Added to 23,219 3,594 1.64% 1.55% 455 +625 2.77% Q4 2025 Jan 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 23,154 3,584 0.03% 0.02% 456 +3,762 19.4% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History Reduced 23,156 3,584 1.11% 1.07% 457 -1,048 -4.33% Q4 2025 Jan 22, 2026
Capital Investment Advisory Services, LLC History Added to 23,084 3,573 0.25% 0.23% 458 +1,926 9.1% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Reduced 23,054 3,568 0.07% 0.06% 459 -131 -0.57% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Added to 23,040 3,566 0.06% 0.07% 460 +2,046 9.75% Q4 2025 Feb 06, 2026
CHOREO, LLC History Reduced 22,823 3,553 0.05% 0.04% 461 -228 -0.99% Q4 2025 Jan 23, 2026
ATLAS CAPITAL ADVISORS INC. History New 22,929 3,549 0.4% 462 +22,929 New Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 22,930 3,549 0.17% 0.16% 463 -4,556 -16.58% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 22,922 3,548 0.07% 0.07% 464 -748 -3.16% Q4 2025 Feb 03, 2026
Maxele Advisors, LLC History Reduced 22,840 3,535 2.87% 2.77% 465 -253 -1.1% Q4 2025 Feb 05, 2026
Obermeyer Wealth Partners History New 22,827 3,533 0.16% 466 +22,827 New Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 22,692 3,512 0.08% 0.0% 467 +22,681 206190.91% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 22,598 3,498 0.08% 0.08% 468 -90 -0.4% Q4 2025 Jan 30, 2026
MTM Investment Management, LLC History Added to 22,551 3,490 1.11% 0.98% 469 +421 1.9% Q4 2025 Feb 09, 2026
Myriad Asset Management Advisors LLC History New 22,494 3,482 1.07% 470 +22,494 New Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 22,425 3,471 0.06% 0.05% 471 +2,069 10.16% Q4 2025 Jan 22, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 22,349 3,459 0.82% 0.75% 472 -536 -2.34% Q4 2025 Jan 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 22,294 3,451 0.06% 0.05% 473 -215 -0.96% Q4 2025 Jan 13, 2026
Mechanics Bank Trust Department History Reduced 22,283 3,449 0.45% 0.45% 474 -599 -2.62% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Reduced 22,256 3,445 0.06% 0.06% 475 -7,467 -25.12% Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Added to 22,185 3,434 0.2% 0.13% 476 +6,747 43.7% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 22,115 3,424 0.01% 0.01% 477 -2,094 -8.65% Q4 2025 Feb 05, 2026
NEW WAVE WEALTH ADVISORS LLC History New 22,019 3,408 1.25% 478 +22,019 New Q4 2025 Jan 21, 2026
MBA Advisors LLC History Added to 21,948 3,397 1.37% 0.96% 479 +5,782 35.77% Q4 2025 Jan 21, 2026
Flagship Private Wealth, LLC History Added to 21,897 3,389 1.33% 1.19% 480 +537 2.51% Q4 2025 Feb 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 21,803 3,375 0.21% 0.09% 481 +12,459 133.34% Q4 2025 Feb 06, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 21,768 3,370 0.94% 0.86% 482 0 0.0% Q4 2025 Feb 02, 2026
Centric Wealth Management History Reduced 21,619 3,365 0.71% 0.72% 483 -910 -4.04% Q4 2025 Feb 04, 2026
Capstone Wealth Management Group LLC History Reduced 21,627 3,347 2.03% 1.94% 484 -171 -0.78% Q4 2025 Jan 09, 2026
CWC Advisors, LLC. History Reduced 21,494 3,327 1.61% 1.47% 485 -48 -0.22% Q4 2025 Jan 26, 2026
Pine Valley Investments Ltd Liability Co History Added to 21,485 3,325 0.15% 0.12% 486 +3,966 22.64% Q4 2025 Feb 13, 2026
Midwest Professional Planners, LTD. History New 21,445 3,319 0.79% 487 +21,445 New Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 20,988 3,317 0.07% 0.06% 488 +182 0.87% Q4 2025 Jan 26, 2026
Haverford Trust Co History Added to 21,343 3,303 0.03% 0.03% 489 +139 0.66% Q4 2025 Feb 13, 2026
NTV ASSET MANAGEMENT LLC History Added to 21,294 3,296 0.35% 0.07% 490 +16,468 341.23% Q4 2025 Jan 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 21,286 3,295 0.26% 0.14% 491 +9,821 85.66% Q4 2025 Jan 28, 2026
Tandem Investment Partners LLC History Reduced 21,265 3,291 2.78% 2.49% 492 -495 -2.27% Q4 2025 Jan 21, 2026
Prospect Financial Services LLC History Added to 21,153 3,274 1.88% 1.46% 493 +2,861 15.64% Q4 2025 Feb 06, 2026
Silphium Asset Management Ltd History New 20,975 3,246 1.38% 494 +20,975 New Q4 2025 Jan 27, 2026
One Charles Private Wealth Services, LLC History Reduced 20,928 3,239 0.84% 0.77% 495 -110 -0.52% Q4 2025 Feb 06, 2026
Archford Capital Strategies, LLC History Added to 20,865 3,229 0.38% 0.08% 496 +16,287 355.77% Q4 2025 Jan 15, 2026
Marion Wealth Management History Added to 20,509 3,229 0.72% 0.67% 497 +220 1.08% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 20,803 3,220 0.0% 0.0% 498 +4,736 29.48% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 20,782 3,217 0.23% 0.2% 499 +454 2.23% Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 20,733 3,209 0.04% 0.04% 501 -1,994 -8.77% Q4 2025 Jan 22, 2026
Milestones Private Investment Advisors LLC History Reduced 20,735 3,209 2.21% 2.01% 500 -387 -1.83% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Added to 20,696 3,203 0.11% 0.1% 502 +405 2.0% Q4 2025 Jan 13, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 20,689 3,202 0.35% 0.32% 503 -583 -2.74% Q4 2025 Jan 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 20,635 3,194 0.43% 504 +20,635 New Q4 2025 Feb 12, 2026
ES4, LLC History New 20,585 3,186 2.2% 506 +20,585 New Q4 2025 Feb 13, 2026
One Day In July LLC History Added to 20,585 3,186 0.26% 0.23% 505 +1,134 5.83% Q4 2025 Feb 04, 2026
MontVue Capital Management, Inc. History Reduced 20,564 3,183 2.12% 1.94% 507 -259 -1.24% Q4 2025 Jan 27, 2026
Principle Wealth Partners LLC History Added to 20,489 3,171 0.18% 0.16% 508 +64 0.31% Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 20,438 3,163 0.04% 509 +20,438 New Q4 2025 Feb 17, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 20,372 3,153 0.85% 0.78% 510 +313 1.56% Q4 2025 Jan 13, 2026
Rockport Wealth LLC History Added to 20,277 3,138 0.61% 0.46% 511 +4,073 25.14% Q4 2025 Feb 06, 2026
Circle Wealth Management, LLC History Added to 20,134 3,116 0.05% 0.05% 512 +181 0.91% Q4 2025 Feb 13, 2026
Advisory Resource Group History Added to 20,127 3,115 0.55% 0.37% 513 +5,316 35.89% Q4 2025 Feb 12, 2026
ARS Investment Partners, LLC History Added to 20,113 3,113 0.18% 0.17% 514 +1,436 7.69% Q4 2025 Feb 05, 2026
Zullo Investment Group, Inc. History Added to 19,977 3,092 1.13% 1.01% 515 +291 1.48% Q4 2025 Jan 26, 2026
Joseph P. Lucia & Associates, LLC History Added to 19,936 3,086 1.11% 0.96% 516 +1,640 8.96% Q4 2025 Jan 28, 2026
Badgley Phelps Wealth Managers, LLC History Added to 19,928 3,084 0.06% 0.06% 517 +445 2.28% Q4 2025 Jan 28, 2026
ASSOCIATED BANC-CORP History Reduced 19,886 3,078 0.08% 0.08% 518 -1,810 -8.34% Q4 2025 Feb 06, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 19,682 3,066 2.44% 2.23% 519 -304 -1.52% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 19,799 3,064 0.01% 520 +19,799 New Q4 2025 Feb 10, 2026
CULLEN/FROST BANKERS, INC. History Added to 19,686 3,047 0.03% 0.03% 521 +2,470 14.35% Q4 2025 Feb 06, 2026
Chevy Chase Trust Holdings, LLC History Reduced 19,662 3,043 0.01% 0.01% 522 -1,005 -4.86% Q4 2025 Feb 13, 2026
Juno Financial Group LLC History New 19,581 3,031 1.21% 523 +19,581 New Q4 2025 Jan 28, 2026
Greenland Capital Management LP History New 19,500 3,018 0.32% 524 +19,500 New Q4 2025 Feb 17, 2026
Cresta Advisors, Ltd. History Added to 19,493 3,017 1.26% 1.15% 525 +1,003 5.42% Q4 2025 Feb 03, 2026
RPg Family Wealth Advisory, LLC History New 19,481 3,015 0.66% 526 +19,481 New Q4 2025 Feb 13, 2026
Bank of Marin History Reduced 19,480 3,015 2.08% 1.93% 527 -190 -0.97% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 19,415 3,005 0.18% 0.13% 528 +4,948 34.2% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 19,281 2,984 0.17% 0.16% 529 +77 0.4% Q4 2025 Jan 14, 2026
CMG Global Holdings, LLC History Added to 19,079 2,976 1.32% 1.31% 530 +337 1.8% Q4 2025 Feb 05, 2026
HBW ADVISORY SERVICES LLC History Added to 19,218 2,974 0.32% 0.27% 531 +1,760 10.08% Q4 2025 Jan 23, 2026
WEDBUSH SECURITIES INC History Added to 19,201 2,972 0.09% 0.08% 532 +1,527 8.64% Q4 2025 Feb 12, 2026
SENTINEL TRUST CO LBA History Reduced 19,148 2,964 0.29% 0.31% 533 -2,659 -12.19% Q4 2025 Jan 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 19,121 2,959 0.16% 0.14% 534 +2,435 14.59% Q4 2025 Jan 26, 2026
Modus Advisors, LLC History Reduced 19,092 2,955 0.78% 1.32% 535 -15,744 -45.19% Q4 2025 Feb 11, 2026
Everstar Asset Management, LLC History Added to 19,090 2,955 1.58% 1.39% 536 +1,526 8.69% Q4 2025 Feb 05, 2026
Odyssey Capital Advisors, Inc. History New 19,089 2,954 2.62% 537 +19,089 New Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Added to 19,061 2,950 0.11% 0.1% 538 +343 1.83% Q4 2025 Jan 29, 2026
Tepp RIA, LLC History Added to 19,010 2,942 2.91% 0.64% 539 +14,965 369.96% Q4 2025 Feb 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 18,998 2,940 0.15% 0.1% 540 +4,661 32.51% Q4 2025 Feb 02, 2026
Risk Paradigm Group, LLC History New 18,975 2,937 2.83% 541 +18,975 New Q4 2025 Feb 17, 2026
Chesapeake Wealth Management History Reduced 18,921 2,928 0.87% 0.83% 542 -626 -3.2% Q4 2025 Feb 03, 2026
SageGuard Financial Group, LLC History New 18,841 2,916 0.46% 543 +18,841 New Q4 2025 Jan 27, 2026
IFG Advisory, LLC History Reduced 18,827 2,914 0.13% 0.13% 544 -1,972 -9.48% Q4 2025 Feb 10, 2026
Knollwood Investment Advisory, LLC History No change 18,830 2,914 0.27% 0.24% 545 0 0.0% Q4 2025 Feb 13, 2026
Boltwood Capital Management History Added to 18,776 2,906 0.76% 0.69% 546 +237 1.28% Q4 2025 Jan 02, 2026
Ausdal Financial Partners, Inc. History Reduced 18,766 2,905 0.13% 0.15% 547 -3,679 -16.39% Q4 2025 Feb 13, 2026
Marex Group plc History Reduced 18,751 2,902 0.02% 0.02% 548 -2,379 -11.26% Q4 2025 Feb 12, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 18,692 2,893 1.32% 1.13% 549 +1,693 9.96% Q4 2025 Jan 12, 2026
Crestwood Advisors Group, LLC History Reduced 18,678 2,891 0.05% 0.05% 550 -522 -2.72% Q4 2025 Feb 03, 2026
United Asset Strategies, Inc. History Reduced 18,623 2,882 0.22% 0.22% 551 -759 -3.92% Q4 2025 Jan 28, 2026
BLB&B Advisors, LLC History Added to 18,611 2,880 0.12% 0.01% 552 +17,076 1112.44% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 18,606 2,880 0.02% 0.01% 553 +6,438 52.91% Q4 2025 Jan 26, 2026
WealthCare Investment Partners, LLC History Reduced 18,385 2,859 0.83% 0.94% 554 -1,894 -9.34% Q4 2025 Jan 06, 2026
MSH Capital Advisors LLC History Reduced 18,309 2,834 0.61% 0.68% 555 -52 -0.28% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Reduced 18,295 2,832 0.06% 0.07% 556 -1,968 -9.71% Q4 2025 Feb 03, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 18,255 2,825 0.68% 0.64% 557 -250 -1.35% Q4 2025 Jan 20, 2026
Pinnacle Wealth Management Group, Inc. History Added to 18,221 2,820 1.41% 1.27% 558 +403 2.26% Q4 2025 Jan 23, 2026
Next Capital Management LLC History Reduced 17,965 2,780 0.89% 0.86% 559 -616 -3.32% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Added to 17,921 2,774 0.02% 0.01% 560 +227 1.28% Q4 2025 Feb 13, 2026
Sierra Capital LLC History No change 17,911 2,773 0.29% 0.27% 561 0 0.0% Q4 2025 Feb 18, 2026
Wealthcare Advisory Partners LLC History Reduced 17,745 2,746 0.05% 0.05% 562 -72 -0.4% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 17,650 2,732 0.74% 0.04% 563 +17,019 2697.15% Q4 2025 Feb 09, 2026
Wall Capital Group, Inc. History New 17,616 2,726 2.6% 564 +17,616 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 17,598 2,724 0.01% 0.01% 565 +176 1.01% Q4 2025 Feb 11, 2026
Bramshill Investments, LLC History New 17,500 2,709 0.15% 567 +17,500 New Q4 2025 Feb 17, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 17,500 2,709 0.21% 0.21% 566 -551 -3.05% Q4 2025 Jan 16, 2026
Future Financial Wealth Managment LLC History Added to 17,390 2,702 1.82% 1.52% 568 +55 0.32% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Added to 17,334 2,683 0.68% 0.11% 569 +14,288 469.07% Q4 2025 Feb 03, 2026
Spinnaker Investment Group, LLC History Added to 17,248 2,669 0.48% 0.17% 570 +10,814 168.08% Q4 2025 Jan 12, 2026
Snowden Capital Advisors LLC History Added to 17,173 2,658 0.07% 0.05% 571 +4,233 32.71% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 17,136 2,652 0.31% 0.35% 572 +2,531 17.33% Q4 2025 Feb 13, 2026
McGuire Investment Group, LLC History Reduced 17,076 2,643 0.28% 0.27% 573 -249 -1.44% Q4 2025 Jan 26, 2026
Worth Asset Management, LLC History New 17,069 2,642 1.12% 575 +17,069 New Q4 2025 Jan 14, 2026
Avalon Trust Co History No change 17,073 2,642 0.17% 0.15% 574 0 0.0% Q4 2025 Feb 09, 2026
Canton Hathaway, LLC History New 17,006 2,632 0.51% 576 +17,006 New Q4 2025 Jan 21, 2026
Cushing Capital Partners, LLC History Added to 16,969 2,626 1.95% 1.67% 577 +1,644 10.73% Q4 2025 Jan 14, 2026
NewEdge Wealth, LLC History Reduced 16,820 2,603 0.03% 0.04% 578 -134 -0.79% Q4 2025 Feb 03, 2026
Connecticut Wealth Management, LLC History Added to 16,811 2,602 0.11% 0.03% 579 +12,107 257.38% Q4 2025 Feb 12, 2026
Trust Co History Reduced 16,803 2,601 0.24% 0.26% 580 -1,276 -7.06% Q4 2025 Jan 15, 2026
Fairvoy Private Wealth, LLC History Added to 16,766 2,595 0.58% 0.53% 581 +186 1.12% Q4 2025 Jan 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 16,713 2,587 0.77% 0.73% 582 +34 0.2% Q4 2025 Jan 26, 2026
Aventus Investment Advisors, Inc. History Reduced 16,619 2,572 2.08% 2.03% 583 -525 -3.06% Q4 2025 Jan 14, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 16,614 2,571 0.14% 0.14% 584 +208 1.27% Q4 2025 Feb 04, 2026
B. Riley Wealth Advisors, Inc. History Added to 16,607 2,570 0.12% 0.06% 585 +7,461 81.58% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 16,511 2,555 0.17% 0.15% 586 +2,480 17.68% Q4 2025 Feb 03, 2026
Hansen & Associates Financial Group, Inc. History Reduced 16,407 2,548 1.39% 1.1% 587 -1,015 -5.83% Q4 2025 Feb 17, 2026
Titan Investment Solutions Ltd History New 16,447 2,545 0.31% 588 +16,447 New Q4 2025 Feb 13, 2026
Providence First Trust Co History Reduced 16,437 2,544 0.88% 0.98% 589 -3,848 -18.97% Q4 2025 Feb 03, 2026
Columbus Macro, LLC History Reduced 16,426 2,542 0.28% 0.26% 590 -220 -1.32% Q4 2025 Jan 15, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 16,208 2,520 2.39% 1.59% 591 +528 3.37% Q4 2025 Jan 13, 2026
GTS SECURITIES LLC History New 16,246 2,514 0.09% 592 +16,246 New Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 16,066 2,487 0.07% 0.06% 593 +92 0.58% Q4 2025 Jan 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 15,998 2,476 0.19% 0.37% 594 -21,806 -57.68% Q4 2025 Jan 23, 2026
EPG Wealth Management LLC History Added to 15,841 2,452 0.66% 0.6% 595 +157 1.0% Q4 2025 Jan 28, 2026
Flagship Capital Management Inc. History New 15,791 2,444 1.73% 596 +15,791 New Q4 2025 Jan 22, 2026
VestGen Advisors, LLC History Added to 15,739 2,436 0.1% 0.03% 597 +8,385 114.02% Q4 2025 Feb 17, 2026
CABANA LLC History New 15,697 2,430 18.21% 598 +15,697 New Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Added to 15,657 2,423 0.19% 0.13% 599 +4,313 38.02% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 15,527 2,403 0.05% 0.06% 600 -1,348 -7.99% Q4 2025 Feb 13, 2026
Markin Asset Management, LP History New 15,488 2,397 2.63% 601 +15,488 New Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Reduced 15,445 2,390 0.07% 0.06% 602 -281 -1.79% Q4 2025 Feb 13, 2026
CENTRAL BANK & TRUST CO History Added to 15,418 2,386 0.37% 0.28% 603 +2,590 20.19% Q4 2025 Jan 09, 2026
Wilson & Boucher Capital Management, LLC History Reduced 15,414 2,386 1.57% 1.44% 604 -300 -1.91% Q4 2025 Feb 05, 2026
SFMG, LLC History Reduced 15,354 2,376 0.16% 0.15% 605 -26 -0.17% Q4 2025 Feb 10, 2026
Colony Family Offices, LLC History No change 15,318 2,371 0.59% 0.55% 606 0 0.0% Q4 2025 Jan 22, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 15,293 2,367 0.16% 0.15% 607 -307 -1.97% Q4 2025 Jan 28, 2026
WealthPLAN Partners, LLC History Added to 15,225 2,356 0.35% 0.31% 608 +218 1.45% Q4 2025 Feb 12, 2026
Windsor Capital Management, LLC History Added to 15,172 2,348 0.65% 0.58% 609 +3 0.02% Q4 2025 Jan 15, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 15,163 2,347 0.23% 0.21% 610 -820 -5.13% Q4 2025 Feb 23, 2026
Relyea Zuckerberg Hanson LLC History Added to 15,142 2,344 0.24% 0.21% 611 +626 4.31% Q4 2025 Jan 20, 2026
Vontobel Holding Ltd. History Added to 15,072 2,333 0.01% 0.0% 612 +6,760 81.33% Q4 2025 Feb 13, 2026
Crews Bank & Trust History Reduced 15,046 2,329 0.33% 0.31% 613 -2 -0.01% Q4 2025 Jan 21, 2026
K.J. Harrison & Partners Inc History New 15,000 2,322 0.31% 614 +15,000 New Q4 2025 Feb 03, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 14,790 2,289 0.06% 0.07% 615 -5,503 -27.12% Q4 2025 Jan 28, 2026
Wealthspire Retirement, LLC History Added to 14,767 2,285 0.14% 0.09% 616 +4,087 38.27% Q4 2025 Feb 18, 2026
Fluent Financial, LLC History Reduced 14,669 2,270 0.87% 0.97% 617 -3,100 -17.45% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 14,647 2,267 0.04% 0.04% 618 -443 -2.94% Q4 2025 Feb 12, 2026
MORTON COMMUNITY BANK History Added to 14,520 2,246 0.49% 0.43% 619 +1,503 11.55% Q4 2025 Feb 13, 2026
J. Team Financial, Inc. History Reduced 14,511 2,246 2.24% 2.12% 620 -517 -3.44% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 14,445 2,236 0.11% 0.12% 622 -3,094 -17.64% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Added to 14,446 2,236 0.0% 0.0% 621 +603 4.36% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Reduced 14,432 2,234 0.01% 0.01% 623 -295 -2.0% Q4 2025 Feb 13, 2026
City Center Advisors, LLC History Added to 14,411 2,230 2.05% 0.62% 624 +9,836 214.99% Q4 2025 Jan 05, 2026
MONECO ADVISORS, LLC History Reduced 14,378 2,225 0.18% 0.17% 625 -457 -3.08% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History Added to 14,337 2,219 0.01% 0.01% 626 +591 4.3% Q4 2025 Feb 09, 2026
Capital Investment Counsel, Inc History Reduced 14,317 2,216 0.26% 0.26% 627 -960 -6.28% Q4 2025 Jan 23, 2026
Berger Financial Group, Inc History Reduced 14,273 2,209 0.13% 0.12% 628 -534 -3.61% Q4 2025 Jan 27, 2026
Helium Advisors LLC History Reduced 14,247 2,205 2.23% 2.02% 629 -3,117 -17.95% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History Added to 14,170 2,193 0.38% 0.34% 630 +5 0.04% Q4 2025 Jan 30, 2026
Chemistry Wealth Management LLC History Added to 14,100 2,182 0.41% 0.37% 631 +185 1.33% Q4 2025 Jan 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 14,090 2,181 0.14% 0.16% 632 -1,461 -9.39% Q4 2025 Feb 11, 2026
ROMAN BUTLER FULLERTON & CO History Added to 13,711 2,170 0.57% 0.34% 633 +4,989 57.2% Q4 2025 Jan 26, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 13,973 2,163 1.4% 1.4% 634 -4,653 -24.98% Q4 2025 Feb 09, 2026
OKABENA INVESTMENT SERVICES INC History Added to 13,951 2,159 0.41% 0.37% 635 +268 1.96% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History Added to 13,936 2,157 0.9% 0.74% 636 +1,440 11.52% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Added to 13,885 2,150 0.09% 0.06% 637 +4,198 43.34% Q4 2025 Feb 12, 2026
Cypress Capital Group History Reduced 13,818 2,139 0.24% 0.23% 638 -100 -0.72% Q4 2025 Feb 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 13,681 2,117 0.03% 0.03% 639 -954 -6.52% Q4 2025 Jan 30, 2026
First Bancorp, Inc /ME/ History No change 13,660 2,114 1.12% 1.01% 640 0 0.0% Q4 2025 Jan 26, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Reduced 13,630 2,109 1.72% 1.87% 641 -2,280 -14.33% Q4 2025 Feb 03, 2026
Northstar Advisory Group, LLC History New 13,599 2,105 0.75% 642 +13,599 New Q4 2025 Jan 15, 2026
SYNTAX RESEARCH, INC. History Reduced 13,566 2,100 1.3% 1.23% 643 -150 -1.09% Q4 2025 Feb 02, 2026
BROWN ADVISORY INC History Reduced 13,515 2,092 0.0% 0.0% 644 -865 -6.02% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 13,428 2,078 0.08% 0.07% 645 +2,750 25.75% Q4 2025 Feb 09, 2026
Compound Planning, Inc. History Added to 13,409 2,075 0.06% 0.05% 646 +2,332 21.05% Q4 2025 Feb 19, 2026
OpenArc Corporate Advisory, LLC History New 13,369 2,069 0.03% 647 +13,369 New Q4 2025 Feb 13, 2026
Alpha Cubed Investments, LLC History Added to 13,278 2,055 0.07% 0.01% 648 +10,262 340.25% Q4 2025 Feb 03, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 13,126 2,031 0.39% 0.4% 649 -893 -6.37% Q4 2025 Feb 17, 2026
Guardian Partners Inc. History New 13,000 2,028 0.16% 650 +13,000 New Q4 2025 Feb 17, 2026
Fortis Group Advisors, LLC History Reduced 13,098 2,026 0.34% 0.6% 651 -11,002 -45.65% Q4 2025 Feb 06, 2026
Weiss Asset Management LP History New 13,086 2,025 0.03% 652 +13,086 New Q4 2025 Feb 17, 2026
Compass Financial Group, Inc. (Ohio) History New 13,058 2,021 1.48% 653 +13,058 New Q4 2025 Mar 04, 2026
Connective Portfolio Management, LLC History New 13,000 2,012 3.63% 654 +13,000 New Q4 2025 Jan 12, 2026
Sequent Planning LLC History Added to 12,951 2,004 0.51% 0.42% 655 +2,192 20.37% Q4 2025 Feb 05, 2026
PFG Investments, LLC History Reduced 12,940 2,003 0.09% 0.1% 656 -269 -2.04% Q4 2025 Jan 26, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 12,837 1,987 0.12% 657 +12,837 New Q4 2025 Jan 20, 2026
United Bank History Reduced 12,774 1,977 0.67% 0.92% 658 -6,344 -33.18% Q4 2025 Feb 05, 2026
Asset Allocation Strategies LLC History Reduced 12,764 1,975 0.37% 0.4% 659 -1,776 -12.21% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 12,698 1,965 0.0% 0.0% 660 -18,091 -58.76% Q4 2025 Feb 13, 2026
Capstone Capital Management Ltd History New 12,700 1,965 1.89% 661 +12,700 New Q4 2025 Feb 06, 2026
Purus Wealth Management, LLC History Reduced 12,686 1,963 0.61% 0.59% 662 -500 -3.79% Q4 2025 Jan 27, 2026
LMCG INVESTMENTS, LLC History Added to 12,642 1,956 0.11% 0.1% 663 +116 0.93% Q4 2025 Feb 03, 2026
SteelPeak Wealth, LLC History Reduced 12,578 1,947 0.06% 0.07% 664 -2,320 -15.57% Q4 2025 Jan 20, 2026
WP Advisors, LLC History Reduced 12,559 1,944 0.48% 0.45% 665 -30 -0.24% Q4 2025 Jan 28, 2026
Colter Lewis Investment Partners LLC History New 12,510 1,936 2.24% 666 +12,510 New Q4 2025 Feb 17, 2026
Narus Financial Partners, LLC History Added to 12,502 1,935 0.53% 0.48% 667 +2 0.02% Q4 2025 Feb 09, 2026
Kingstone Capital Partners Texas, LLC History Reduced 12,478 1,932 1.13% 1.02% 668 -177 -1.4% Q4 2025 Feb 03, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 12,475 1,931 0.35% 0.31% 669 -159 -1.26% Q4 2025 Jan 14, 2026
One River Asset Management, LLC History New 12,460 1,928 0.18% 670 +12,460 New Q4 2025 Jan 28, 2026
Montecito Bank & Trust History Reduced 12,362 1,913 0.3% 0.27% 671 -227 -1.8% Q4 2025 Jan 09, 2026
Baker Avenue Asset Management, LP History Reduced 12,284 1,901 0.04% 0.04% 672 -96 -0.78% Q4 2025 Feb 10, 2026
Pictet North America Advisors SA History No change 12,279 1,900 0.18% 0.16% 673 0 0.0% Q4 2025 Jan 16, 2026
Sand Hill Global Advisors, LLC History Reduced 12,233 1,893 0.07% 0.06% 674 -35 -0.29% Q4 2025 Feb 12, 2026
Elk River Wealth Management LLC History Added to 12,188 1,886 0.3% 0.09% 675 +8,129 200.27% Q4 2025 Feb 06, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 12,166 1,883 0.36% 0.43% 676 -2,355 -16.22% Q4 2025 Feb 13, 2026
GM Advisory Group, LLC History Added to 12,155 1,881 0.07% 0.01% 677 +10,061 480.47% Q4 2025 Feb 13, 2026
Belvedere Trading LLC History New 12,100 1,873 0.0% 678 +12,100 New Q4 2025 Feb 10, 2026
Trifecta Capital Advisors, LLC History Added to 12,087 1,871 0.28% 0.24% 679 +913 8.17% Q4 2025 Jan 30, 2026
Koshinski Asset Management, Inc. History Reduced 12,073 1,868 0.12% 0.12% 680 -341 -2.75% Q4 2025 Feb 03, 2026
M3 Advisory Group, LLC History Added to 12,049 1,865 1.14% 1.03% 681 +176 1.48% Q4 2025 Jan 16, 2026
Realta Investment Advisors History Added to 12,029 1,862 0.61% 0.55% 682 +213 1.8% Q4 2025 Jan 20, 2026
Palumbo Wealth Management LLC History New 11,972 1,853 0.46% 683 +11,972 New Q4 2025 Jan 21, 2026
Jefferies Financial Group Inc. History Added to 11,924 1,845 0.01% 0.0% 684 +10,260 616.59% Q4 2025 Feb 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 11,708 1,822 0.12% 0.05% 685 +6,997 148.52% Q4 2025 Jan 15, 2026
Pettinga Financial Advisors LLC History Reduced 11,734 1,816 0.34% 0.42% 686 -3,712 -24.03% Q4 2025 Feb 12, 2026
Maridea Wealth Management LLC History Reduced 11,711 1,812 0.27% 0.26% 687 -60 -0.51% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Reduced 11,705 1,811 0.03% 0.23% 688 -71,726 -85.97% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 11,678 1,807 0.11% 0.1% 689 -195 -1.64% Q4 2025 Jan 30, 2026
Clarus Wealth Advisors History Reduced 11,506 1,803 0.75% 0.75% 690 -167 -1.43% Q4 2025 Jan 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 11,640 1,801 0.0% 0.0% 691 -44,544 -79.28% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Reduced 11,600 1,795 0.04% 0.04% 692 -363 -3.03% Q4 2025 Feb 12, 2026
Legacy Advisors, LLC History Added to 11,566 1,790 0.19% 0.17% 693 +1,835 18.86% Q4 2025 Jan 27, 2026
Strategic Blueprint, LLC History Reduced 11,521 1,783 0.11% 0.09% 694 -2,536 -18.04% Q4 2025 Jan 30, 2026
GROUP ONE TRADING LLC History Added to 11,395 1,763 0.0% 0.0% 695 +5,997 111.1% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History Reduced 11,372 1,760 0.01% 0.15% 696 -167,201 -93.63% Q4 2025 Jan 27, 2026
PLIMOTH TRUST CO LLC History Reduced 11,362 1,758 0.39% 0.37% 697 -316 -2.71% Q4 2025 Jan 27, 2026
Focus Partners Advisor Solutions, LLC History Added to 11,238 1,739 0.02% 0.01% 698 +6,610 142.83% Q4 2025 Feb 11, 2026
Financially Speaking Inc History New 11,184 1,731 1.12% 699 +11,184 New Q4 2025 Feb 10, 2026
Capula Management Ltd History Reduced 11,181 1,730 0.01% 0.03% 700 -29,515 -72.53% Q4 2025 Feb 13, 2026
Per Stirling Capital Management, LLC. History New 11,124 1,721 0.19% 701 +11,124 New Q4 2025 Feb 17, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 11,058 1,711 0.67% 0.67% 702 -1,068 -8.81% Q4 2025 Jan 07, 2026
V2 Financial group LLC History Added to 11,034 1,708 0.84% 0.84% 703 +102 0.93% Q4 2025 Jan 21, 2026
WESPAC Advisors, LLC History Added to 11,031 1,707 0.93% 0.21% 704 +8,449 327.23% Q4 2025 Jan 14, 2026
Luminist Capital LLC History Added to 11,003 1,703 2.1% 0.67% 705 +5,583 103.01% Q4 2025 Feb 13, 2026
Centennial Bank/AR/ History Added to 10,945 1,694 0.67% 0.36% 706 +4,335 65.58% Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Added to 10,913 1,689 0.11% 0.09% 707 +20 0.18% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History Reduced 10,872 1,682 0.03% 0.03% 708 -1,473 -11.93% Q4 2025 Feb 06, 2026
Mawer Investment Management Ltd. History New 10,855 1,680 0.01% 709 +10,855 New Q4 2025 Feb 10, 2026
CWA Asset Management Group, LLC History Added to 10,849 1,679 0.06% 0.06% 710 +10 0.09% Q4 2025 Jan 07, 2026
Capital Investment Counsel, LLC History New 10,840 1,678 0.23% 711 +10,840 New Q4 2025 Feb 02, 2026
Tidemark, LLC History Added to 10,770 1,667 0.47% 0.39% 712 +1,263 13.28% Q4 2025 Feb 10, 2026
Fulcrum Equity Management History Added to 10,717 1,658 1.59% 0.89% 713 +4,393 69.47% Q4 2025 Jan 06, 2026
WCG Wealth Advisors LLC History Reduced 10,682 1,653 0.05% 0.41% 714 -36,334 -77.28% Q4 2025 Feb 10, 2026
Allianz Asset Management GmbH History Reduced 10,600 1,640 0.0% 0.01% 715 -29,100 -73.3% Q4 2025 Feb 11, 2026
PARAGON CAPITAL MANAGEMENT INC History Added to 10,536 1,631 1.26% 1.09% 716 +35 0.33% Q4 2025 Jan 23, 2026
Waldron Private Wealth LLC History No change 10,458 1,618 0.06% 0.06% 717 0 0.0% Q4 2025 Jan 14, 2026
Redwood Financial Network Corp History Added to 10,448 1,617 1.03% 0.89% 718 +402 4.0% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,391 1,608 0.02% 0.02% 719 +3,528 51.41% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Reduced 10,369 1,605 0.09% 0.08% 720 -270 -2.54% Q4 2025 Jan 20, 2026
Caprock Group, LLC History Added to 10,341 1,600 0.03% 0.03% 721 +508 5.17% Q4 2025 Jan 28, 2026
Beech Hill Advisors, Inc. History Reduced 10,246 1,586 0.76% 0.68% 722 -237 -2.26% Q4 2025 Jan 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 10,193 1,577 1.08% 1.16% 723 -947 -8.5% Q4 2025 Feb 05, 2026
Matthew Goff Investment Advisor, LLC History Added to 10,145 1,570 0.28% 0.22% 724 +1,005 11.0% Q4 2025 Jan 14, 2026
American Institute for Advanced Investment Management, LLP History Reduced 10,127 1,568 1.01% 0.94% 725 -160 -1.56% Q4 2025 Feb 04, 2026
NWAM LLC History Reduced 9,877 1,561 0.09% 0.13% 726 -7,129 -41.92% Q4 2025 Feb 04, 2026
Advisor Resource Council History New 9,977 1,553 0.55% 727 +9,977 New Q4 2025 Feb 10, 2026
Thomasville National Bank History Reduced 10,023 1,551 0.1% 0.09% 728 -342 -3.3% Q4 2025 Jan 26, 2026
SCP Investment, LP History No change 10,000 1,548 1.26% 1.12% 729 0 0.0% Q4 2025 Feb 10, 2026
Vantage Financial Partners, LLC History Reduced 9,984 1,545 0.31% 0.29% 730 -15 -0.15% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 9,770 1,544 0.02% 0.02% 731 +428 4.58% Q4 2025 Jan 26, 2026
UPTICK PARTNERS, LLC History Added to 9,970 1,543 0.33% 0.28% 732 +2,268 29.45% Q4 2025 Feb 02, 2026
Soltis Investment Advisors LLC History Reduced 9,810 1,518 0.1% 0.19% 733 -10,452 -51.58% Q4 2025 Apr 02, 2026
TSFG, LLC History Reduced 9,799 1,517 0.23% 0.23% 734 -724 -6.88% Q4 2025 Feb 04, 2026
Intellectus Partners, LLC History Added to 9,775 1,513 0.29% 0.17% 735 +3,284 50.59% Q4 2025 Feb 10, 2026
ROCKLAND TRUST CO History Added to 9,758 1,510 0.06% 0.05% 736 +1,428 17.14% Q4 2025 Jan 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 9,754 1,509 0.01% 0.01% 737 +1,206 14.11% Q4 2025 Feb 12, 2026
Pacific Wealth Strategies Group, Inc. History Reduced 9,666 1,496 0.85% 0.9% 738 -919 -8.68% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History Added to 9,619 1,489 0.05% 0.03% 739 +2,538 35.84% Q4 2025 Feb 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 9,527 1,474 0.41% 0.37% 740 -130 -1.35% Q4 2025 Jan 13, 2026
Comprehensive Wealth Management, LLC History Added to 9,515 1,472 0.87% 0.92% 741 +176 1.88% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 9,392 1,453 0.05% 0.04% 743 +2,970 46.25% Q4 2025 Feb 06, 2026
Hudock, Inc. History Added to 9,391 1,453 0.21% 0.19% 742 +180 1.95% Q4 2025 Feb 12, 2026
Glenview Trust Co History No change 9,368 1,450 0.02% 0.02% 744 0 0.0% Q4 2025 Feb 09, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 9,362 1,449 0.13% 0.12% 745 +496 5.59% Q4 2025 Jan 12, 2026
INGALLS & SNYDER LLC History Added to 9,344 1,446 0.05% 0.04% 746 +569 6.48% Q4 2025 Feb 13, 2026
SBI Okasan Asset Management Co.Ltd. History New 9,215 1,435 0.08% 747 +9,215 New Q4 2025 Feb 10, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 9,270 1,435 1.07% 1.24% 748 -2,315 -19.98% Q4 2025 Jan 27, 2026
Midwest Financial Group LLC History Added to 9,236 1,429 0.63% 0.61% 749 +100 1.09% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Reduced 9,228 1,428 0.05% 0.12% 750 -4,057 -30.54% Q4 2025 Feb 04, 2026
RMR Wealth Builders History Reduced 9,220 1,427 0.11% 0.11% 751 -581 -5.93% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Added to 9,108 1,418 0.04% 0.04% 752 +732 8.74% Q4 2025 Jan 23, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 9,111 1,410 0.27% 0.16% 753 +722 8.61% Q4 2025 Feb 02, 2026
Brookwood Investment Group LLC History Added to 9,109 1,410 0.17% 0.16% 754 +409 4.7% Q4 2025 Jan 22, 2026
RWA WEALTH PARTNERS, LLC History Added to 9,012 1,395 0.02% 0.01% 755 +611 7.27% Q4 2025 Feb 12, 2026
SOL Capital Management CO History Reduced 8,983 1,391 0.12% 0.11% 756 -35 -0.39% Q4 2025 Jan 30, 2026
Smith Salley Wealth Management History Reduced 8,949 1,385 0.07% 0.06% 757 -46 -0.51% Q4 2025 Jan 27, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 8,936 1,383 0.34% 0.3% 758 +526 6.25% Q4 2025 Feb 09, 2026
Moors & Cabot, Inc. History Added to 8,925 1,381 0.06% 0.05% 759 +7 0.08% Q4 2025 Feb 10, 2026
BIRCHBROOK, INC. History Reduced 8,912 1,379 0.69% 0.68% 760 -487 -5.18% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Added to 8,873 1,373 0.03% 0.03% 761 +1,042 13.31% Q4 2025 Jan 28, 2026
BBR PARTNERS, LLC History Added to 8,863 1,372 0.07% 0.06% 762 +1,142 14.79% Q4 2025 Feb 11, 2026
Abbot Financial Management, Inc. History No change 8,865 1,372 0.57% 0.53% 763 0 0.0% Q4 2025 Feb 13, 2026
1834 INVESTMENT ADVISORS CO History Reduced 8,824 1,365 0.17% 0.15% 764 -164 -1.82% Q4 2025 Jan 29, 2026
Roberts Wealth Advisors, LLC History Reduced 8,803 1,362 0.36% 0.34% 766 -284 -3.13% Q4 2025 Jan 13, 2026
NBC SECURITIES, INC. History Reduced 8,799 1,362 0.1% 0.09% 765 -47 -0.53% Q4 2025 Jan 29, 2026
Dynamic Wealth Strategies, LLC History Added to 8,753 1,354 0.81% 0.49% 767 +3,535 67.75% Q4 2025 Feb 04, 2026
Global Financial Private Client, LLC History Added to 8,713 1,348 0.47% 0.43% 768 +61 0.71% Q4 2025 Jan 27, 2026
Man Group plc History New 8,700 1,346 0.0% 769 +8,700 New Q4 2025 Feb 17, 2026
Encompass More Asset Management History Added to 8,665 1,341 0.25% 0.2% 770 +1,027 13.45% Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 8,660 1,340 0.16% 0.12% 771 +1,185 15.85% Q4 2025 Feb 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 8,649 1,338 0.21% 0.22% 772 0 0.0% Q4 2025 Jan 26, 2026
Certified Advisory Corp History Reduced 8,619 1,334 0.12% 0.17% 773 -4,473 -34.17% Q4 2025 Jan 12, 2026
Crumly & Associates Inc. History No change 8,606 1,332 0.28% 0.26% 774 0 0.0% Q4 2025 Jan 14, 2026
DOLIVER ADVISORS, LP History Added to 8,554 1,324 0.33% 0.11% 775 +5,575 187.14% Q4 2025 Jan 06, 2026
Yelin Lapidot Holdings Management Ltd. History No change 8,540 1,321 0.26% 0.25% 776 0 0.0% Q4 2025 Feb 05, 2026
BAILARD, INC. History Reduced 8,501 1,316 0.03% 0.03% 777 -230 -2.63% Q4 2025 Feb 04, 2026
Financial & Tax Architects, LLC History New 8,495 1,315 0.3% 778 +8,495 New Q4 2025 Jan 21, 2026
Occidental Asset Management, LLC History Added to 8,364 1,294 0.16% 0.14% 779 +331 4.12% Q4 2025 Jan 08, 2026
FELL CAPITAL MANAGEMENT /ADV History New 8,335 1,290 1.26% 780 +8,335 New Q4 2025 Mar 27, 2026
Richard W. Paul & Associates, LLC History Reduced 8,339 1,290 0.43% 0.4% 781 -163 -1.92% Q4 2025 Feb 12, 2026
Stonebridge Financial Planning Group, LLC History Reduced 8,325 1,288 0.46% 0.58% 782 -2,790 -25.1% Q4 2025 Feb 05, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 8,307 1,285 0.29% 0.29% 783 -546 -6.17% Q4 2025 Jan 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,290 1,283 0.03% 0.03% 784 -95 -1.13% Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Reduced 8,266 1,279 0.09% 0.09% 785 -311 -3.63% Q4 2025 Feb 13, 2026
Diligent Investors, LLC History Reduced 8,246 1,276 0.31% 0.3% 786 -399 -4.62% Q4 2025 Jan 23, 2026
First National Bank of Hutchinson History Reduced 8,217 1,271 0.74% 1.54% 787 -12,710 -60.73% Q4 2025 Jan 29, 2026
BIRINYI ASSOCIATES INC History Reduced 8,163 1,264 0.32% 0.29% 788 -49 -0.6% Q4 2025 Feb 10, 2026
Intrepid Financial Planning Group LLC History Added to 8,149 1,261 0.48% 0.43% 790 +116 1.44% Q4 2025 Feb 13, 2026
Blue Chip Partners, LLC History Reduced 8,149 1,261 0.09% 0.08% 789 -20 -0.24% Q4 2025 Feb 18, 2026
Thrive Capital Management, LLC History Reduced 8,127 1,258 0.28% 0.31% 791 -515 -5.96% Q4 2025 Feb 09, 2026
17 CAPITAL PARTNERS, LLC History Reduced 8,076 1,250 0.64% 0.62% 793 -125 -1.52% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Reduced 8,080 1,250 0.04% 0.04% 792 -22 -0.27% Q4 2025 Feb 03, 2026
Objective Capital Management, LLC History Added to 8,072 1,249 1.27% 1.16% 794 +5 0.06% Q4 2025 Feb 04, 2026
Jacobs Equity LLC History New 8,028 1,242 1.2% 795 +8,028 New Q4 2025 Feb 19, 2026
Activest Wealth Management History Added to 8,020 1,241 0.23% 0.09% 796 +4,886 155.9% Q4 2025 Jan 30, 2026
Betterment LLC History Added to 7,954 1,231 0.0% 0.0% 797 +1,206 17.87% Q4 2025 Feb 12, 2026
Mezzasalma Advisors, LLC History Added to 7,899 1,227 0.29% 0.28% 798 +27 0.34% Q4 2025 Jan 21, 2026
Vise Technologies, Inc. History Added to 7,870 1,218 0.02% 0.01% 799 +6,280 394.97% Q4 2025 Feb 11, 2026
4WEALTH ADVISORS, INC. History Reduced 7,874 1,218 1.04% 1.1% 800 -939 -10.65% Q4 2025 Jan 21, 2026