AGG
NYSEARCAPre-MarketiShares Core U.S. Aggregate Bond ETF
$100.07
$0.03 (-0.03%)
As of 2:01 PM
Open
$100.03
High
$100.14
Low
$100.02
Prev Close
$100.10
52W High
$101.35
52W Low
$95.74
Volume
12.01M
Mkt Cap
$134.40B
iShares Core U.S. Aggregate Bond ETF
| Holder | Shares | Date Reported | Change | % Held |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 143.92M | Sep 30, 2025 | -1,468,082 | - |
| RAYMOND JAMES FINANCIAL INC | 79.25M | Sep 30, 2025 | +1.91M | - |
| WELLS FARGO & COMPANY/MN | 63.85M | Sep 30, 2025 | +8.12M | - |
| BlackRock, Inc. | 53.88M | Sep 30, 2025 | +4.13M | - |
| BANK OF AMERICA CORP /DE/ | 46.33M | Sep 30, 2025 | +2.42M | - |
| US BANCORP \DE\ | 42.35M | Sep 30, 2025 | -1,633,770 | - |
| ENVESTNET ASSET MANAGEMENT INC | 35.06M | Sep 30, 2025 | -19,157,112 | - |
| MERCER GLOBAL ADVISORS INC /ADV | 33.23M | Sep 30, 2025 | +4.94M | - |
| MORGAN STANLEY | 31.24M | Sep 30, 2025 | +762.96K | - |
| Betterment LLC | 24.57M | Sep 30, 2025 | +1.50M | - |
| SAGESPRING WEALTH PARTNERS, LLC | 24.43M | Sep 30, 2025 | -112,965 | - |
| Mastercard Foundation Asset Management Corp | 18.97M | Sep 30, 2025 | - | - |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.11M | Sep 30, 2025 | +1.61M | - |
| NORTHERN TRUST CORP | 16.56M | Sep 30, 2025 | -73,144 | - |
| AMERIPRISE FINANCIAL INC | 15.51M | Sep 30, 2025 | +944.00K | - |
| Cetera Investment Advisers | 15.14M | Sep 30, 2025 | +9.87M | - |
| GOLDMAN SACHS GROUP INC | 14.81M | Sep 30, 2025 | -1,453,473 | - |
| Acorns Advisers, LLC | 12.55M | Sep 30, 2025 | +784.97K | - |
| Creative Planning | 11.97M | Sep 30, 2025 | -403,613 | - |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.87M | Sep 30, 2025 | -97,764 | - |
| LPL Financial LLC | 11.78M | Sep 30, 2025 | +1.34M | - |
| JPMORGAN CHASE & CO | 11.62M | Sep 30, 2025 | +620.86K | - |
| Johns Hopkins University | 11.55M | Sep 30, 2025 | -162,983 | - |
| FMR LLC | 11.31M | Sep 30, 2025 | -70,615 | - |
| Arizona PSPRS Trust | 11.15M | Sep 30, 2025 | -2,310,485 | - |
| Mariner, LLC | 10.82M | Sep 30, 2025 | +998.93K | - |
| WealthNavi Inc. | 10.41M | Sep 30, 2025 | +398.38K | - |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.43M | Sep 30, 2025 | +296.38K | - |
| UBS Group AG | 9.37M | Sep 30, 2025 | -612,246 | - |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 9.13M | Sep 30, 2025 | +4.10M | - |
| TIAA TRUST, NATIONAL ASSOCIATION | 8.52M | Sep 30, 2025 | +367.27K | - |
| Envestnet Portfolio Solutions, Inc. | 7.47M | Sep 30, 2025 | -11,488,196 | - |
| TRUIST FINANCIAL CORP | 7.33M | Sep 30, 2025 | +391.69K | - |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.23M | Sep 30, 2025 | -2,684,553 | - |
| Adviser Investments LLC | 7.14M | Sep 30, 2025 | +508.93K | - |
| Cerity Partners LLC | 7.02M | Sep 30, 2025 | +317.29K | - |
| STIFEL FINANCIAL CORP | 6.53M | Sep 30, 2025 | -1,258,005 | - |
| Bank of New York Mellon Corp | 5.59M | Sep 30, 2025 | +272.84K | - |
| MACKENZIE FINANCIAL CORP | 5.51M | Sep 30, 2025 | +736.20K | - |
| Members Trust Co | 5.49M | Sep 30, 2025 | +33.91K | - |
| CAPTRUST FINANCIAL ADVISORS | 5.40M | Sep 30, 2025 | -2,789,938 | - |
| D.A. DAVIDSON & CO. | 4.60M | Sep 30, 2025 | +180.64K | - |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4.59M | Sep 30, 2025 | +1.61M | - |
| Balentine LLC | 4.34M | Sep 30, 2025 | +10.72K | - |
| Ohio National Investments, Inc. | 4.15M | Sep 30, 2025 | -10 | - |
| ROYAL BANK OF CANADA | 4.09M | Sep 30, 2025 | -544,903 | - |
| FACTORY MUTUAL INSURANCE CO | 3.76M | Sep 30, 2025 | +1.50M | - |
| Steward Partners Investment Advisory, LLC | 3.67M | Sep 30, 2025 | +2.43M | - |
| CITIGROUP INC | 3.53M | Sep 30, 2025 | -15,158 | - |
| SigFig Wealth Management, LLC | 3.47M | Sep 30, 2025 | +317.83K | - |
| Prime Capital Investment Advisors, LLC | 3.41M | Sep 30, 2025 | +213.81K | - |
| SageView Advisory Group, LLC | 3.36M | Sep 30, 2025 | +44.06K | - |
| JANUS HENDERSON GROUP PLC | 3.14M | Sep 30, 2025 | +176.51K | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3.13M | Sep 30, 2025 | +507.82K | - |
| MASON STREET ADVISORS, LLC | 3.04M | Sep 30, 2025 | +246.94K | - |
| PRUDENTIAL FINANCIAL INC | 3.00M | Sep 30, 2025 | -2,344,932 | - |
| Simplify Asset Management Inc. | 2.80M | Sep 30, 2025 | -306,677 | - |
| South Dakota Investment Council | 2.78M | Sep 30, 2025 | -6,200 | - |
| Dynasty Wealth Management, LLC | 2.73M | Sep 30, 2025 | +258.54K | - |
| ALLIANCEBERNSTEIN L.P. | 2.65M | Sep 30, 2025 | +88.81K | - |
| BANK OF MONTREAL /CAN/ | 2.63M | Sep 30, 2025 | +237.01K | - |
| BNP Paribas Asset Management Holding S.A. | 2.60M | Sep 30, 2025 | - | - |
| Ronald Blue Trust, Inc. | 2.33M | Sep 30, 2025 | +115.94K | - |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.27M | Sep 30, 2025 | +269.43K | - |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.22M | Sep 30, 2025 | +301.23K | - |
| Quotient Wealth Partners, LLC | 2.18M | Sep 30, 2025 | +116.03K | - |
| HighTower Advisors, LLC | 2.17M | Sep 30, 2025 | +40.86K | - |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2.13M | Sep 30, 2025 | +70.00K | - |
| Stairway Partners, LLC | 2.04M | Sep 30, 2025 | +69.98K | - |
| EXCHANGE TRADED CONCEPTS, LLC | 2.00M | Sep 30, 2025 | +686.35K | - |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1.89M | Sep 30, 2025 | -1,545,700 | - |
| ADVISOR GROUP HOLDINGS, INC. | 1.89M | Sep 30, 2025 | +93.06K | - |
| Disciplina Capital Management LLC | 1.87M | Sep 30, 2025 | -39,216 | - |
| AXXCESS WEALTH MANAGEMENT, LLC | 1.86M | Sep 30, 2025 | +109.85K | - |
| Charter Oak Capital Management, LLC | 1.81M | Sep 30, 2025 | +101.19K | - |
| Howard Capital Management Inc. | 1.73M | Sep 30, 2025 | +598.66K | - |
| COUNTRY TRUST BANK | 1.72M | Sep 30, 2025 | +712.34K | - |
| COMERICA BANK | 1.68M | Sep 30, 2025 | +74.83K | - |
| Capital Asset Advisory Services LLC | 1.63M | Sep 30, 2025 | +34.37K | - |
| Destination Wealth Management | 1.54M | Sep 30, 2025 | +79.11K | - |
| FORVIS Wealth Advisors, LLC | 1.44M | Sep 30, 2025 | +25.91K | - |
| WESBANCO BANK INC | 1.43M | Sep 30, 2025 | +91.74K | - |
| Mitsubishi UFJ Trust & Banking Corp | 1.41M | Sep 30, 2025 | - | - |
| MML INVESTORS SERVICES, LLC | 1.40M | Sep 30, 2025 | +29.82K | - |
| REBALANCE, LLC | 1.36M | Sep 30, 2025 | +57.06K | - |
| Cambridge Investment Research Advisors, Inc. | 1.32M | Sep 30, 2025 | +83.90K | - |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.32M | Sep 30, 2025 | +114.33K | - |
| PRINCIPAL SECURITIES, INC. | 1.31M | Sep 30, 2025 | +104.44K | - |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.29M | Sep 30, 2025 | +404.51K | - |
| VICTORY CAPITAL MANAGEMENT INC | 1.27M | Sep 30, 2025 | +368.17K | - |
| Trajan Wealth LLC | 1.26M | Sep 30, 2025 | -25,133 | - |
| Janney Montgomery Scott LLC | 1.23M | Sep 30, 2025 | +161.72K | - |
| Kingsview Wealth Management, LLC | 1.19M | Sep 30, 2025 | -401,517 | - |
| Fisher Asset Management, LLC | 1.18M | Sep 30, 2025 | +54.20K | - |
| Mill Creek Capital Advisors, LLC | 1.16M | Sep 30, 2025 | +63.58K | - |
| RITHOLTZ WEALTH MANAGEMENT | 1.15M | Sep 30, 2025 | +79.85K | - |
| Allspring Global Investments Holdings, LLC | 1.12M | Sep 30, 2025 | +290.12K | - |
| Brinker Capital Investments, LLC | 1.11M | Sep 30, 2025 | +180.07K | - |
| Colony Group, LLC | 1.11M | Sep 30, 2025 | +155.80K | - |
| CI Private Wealth, LLC | 1.08M | Sep 30, 2025 | +152.34K | - |
| HANTZ FINANCIAL SERVICES, INC. | 1.06M | Sep 30, 2025 | +366.81K | - |
| GenTrust, LLC | 1.06M | Sep 30, 2025 | -39,712 | - |
| NFP Retirement, Inc. | 1.03M | Sep 30, 2025 | +443.20K | - |
| Graves Light Lenhart Wealth, Inc. | 1.03M | Sep 30, 2025 | +15.98K | - |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.02M | Sep 30, 2025 | +28.48K | - |
| Crestwood Advisors Group LLC | 1.02M | Sep 30, 2025 | -38,293 | - |
| Vestmark Advisory Solutions, Inc. | 1.01M | Sep 30, 2025 | -523,264 | - |
| Center for Financial Planning, Inc. | 999.01K | Sep 30, 2025 | +34.56K | - |
| Sumitomo Mitsui Trust Holdings, Inc. | 992.59K | Sep 30, 2025 | - | - |
| Gerber Kawasaki Wealth & Investment Management | 989.76K | Sep 30, 2025 | +139.04K | - |
| MACQUARIE GROUP LTD | 948.26K | Sep 30, 2025 | +948.26K | - |
| Toroso Investments, LLC | 945.64K | Sep 30, 2025 | +34.61K | - |
| 1832 Asset Management L.P. | 905.50K | Sep 30, 2025 | -742 | - |
| Mirae Asset Global Investments Co., Ltd. | 899.65K | Sep 30, 2025 | -60,220 | - |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 892.13K | Sep 30, 2025 | -27,220 | - |
| Stamos Capital Partners, L.P. | 891.88K | Sep 30, 2025 | +407.44K | - |
| METROPOLITAN LIFE INSURANCE CO/NY | 891.74K | Sep 30, 2025 | +26.50K | - |
| Steele Capital Management, Inc. | 877.51K | Sep 30, 2025 | +67.02K | - |
| NewEdge Advisors, LLC | 874.72K | Sep 30, 2025 | +45.83K | - |
| Meridian Wealth Partners, LLC | 859.17K | Sep 30, 2025 | +35.13K | - |
| Baker Avenue Asset Management, LP | 843.23K | Sep 30, 2025 | -29,005 | - |
| VOYA INVESTMENT MANAGEMENT LLC | 841.39K | Sep 30, 2025 | +41.46K | - |
| FIFTH THIRD BANCORP | 828.08K | Sep 30, 2025 | +170.28K | - |
| Affiance Financial, LLC | 824.61K | Sep 30, 2025 | +89.93K | - |
| HSBC HOLDINGS PLC | 789.41K | Sep 30, 2025 | -233,920 | - |
| iA Global Asset Management Inc. | 781.06K | Sep 30, 2025 | +65.49K | - |
| Beacon Pointe Advisors, LLC | 778.83K | Sep 30, 2025 | -221,228 | - |
| Freestone Capital Holdings, LLC | 770.70K | Sep 30, 2025 | +78.04K | - |
| Westerkirk Capital Inc. | 766.72K | Sep 30, 2025 | +147.22K | - |
| ZACKS INVESTMENT MANAGEMENT | 761.20K | Sep 30, 2025 | -567 | - |
| PDS Planning, Inc | 760.98K | Sep 30, 2025 | +21.45K | - |
| RATIONAL ADVISORS LLC | 756.35K | Sep 30, 2025 | -8,725 | - |
| Brookstone Capital Management | 746.10K | Sep 30, 2025 | +49.00K | - |
| OLD NATIONAL BANCORP /IN/ | 739.80K | Sep 30, 2025 | +1.70K | - |
| Juniper Hill Capital Management LP | 736.49K | Sep 30, 2025 | - | - |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 721.35K | Sep 30, 2025 | +10.77K | - |
| FIRST CITIZENS BANK & TRUST CO | 715.65K | Sep 30, 2025 | -9,210,693 | - |
| Charles Schwab Trust Co | 697.73K | Sep 30, 2025 | +25.21K | - |
| Bouchey Financial Group Ltd | 697.16K | Sep 30, 2025 | +29.39K | - |
| Professional Financial Advisors, LLC | 682.15K | Sep 30, 2025 | +6.80K | - |
| OARSMAN CAPITAL, INC. | 682.04K | Sep 30, 2025 | +640.22K | - |
| CWM, LLC | 681.69K | Sep 30, 2025 | +23.25K | - |
| THRIVENT FINANCIAL FOR LUTHERANS | 678.01K | Sep 30, 2025 | +321.57K | - |
| Sand Hill Global Advisors, LLC | 667.07K | Sep 30, 2025 | +19.81K | - |
| FRANKLIN RESOURCES INC | 666.45K | Sep 30, 2025 | -27,717 | - |
| Trust Co | 662.24K | Sep 30, 2025 | +21.11K | - |
| EVOKE WEALTH, LLC | 653.44K | Sep 30, 2025 | -62,267 | - |
| Ellenbecker Investment Group | 648.84K | Sep 30, 2025 | +50.56K | - |
| McKinley Carter Wealth Services, Inc. | 647.53K | Sep 30, 2025 | +4.02K | - |
| BAR HARBOR WEALTH MANAGEMENT | 622.59K | Sep 30, 2025 | +26.91K | - |
| Efficient Advisors, LLC | 620.89K | Sep 30, 2025 | +13.63K | - |
| JFS WEALTH ADVISORS, LLC | 613.71K | Sep 30, 2025 | +18.73K | - |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 612.89K | Sep 30, 2025 | -86 | - |
| PARK AVENUE SECURITIES LLC | 610.52K | Sep 30, 2025 | +56.54K | - |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 610.30K | Sep 30, 2025 | +57.97K | - |
| Verger Capital Management LLC | 609.04K | Sep 30, 2025 | +174.15K | - |
| Summit Global Investments | 605.29K | Sep 30, 2025 | +8.59K | - |
| Rock Creek Group, LP | 596.36K | Sep 30, 2025 | +62.17K | - |
| Lido Advisors, LLC | 588.93K | Sep 30, 2025 | +1.09K | - |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 573.77K | Sep 30, 2025 | +13.46K | - |
| Bell Bank | 560.91K | Sep 30, 2025 | +31.00K | - |
| Cornerstone Wealth Group, LLC | 558.97K | Sep 30, 2025 | +2.98K | - |
| Chaney Capital Management, Inc. | 557.33K | Sep 30, 2025 | +40.81K | - |
| Sunflower Bank, N.A. | 554.37K | Sep 30, 2025 | +1.28K | - |
| M&T BANK CORP | 554.32K | Sep 30, 2025 | -4,432 | - |
| Focus Financial Network, Inc. | 544.40K | Sep 30, 2025 | +47.50K | - |
| MATHER GROUP, LLC. | 540.60K | Sep 30, 2025 | +85.23K | - |
| Adaptive Financial Consulting, LLC | 535.25K | Sep 30, 2025 | +12.60K | - |
| Prentice Wealth Management LLC | 533.31K | Sep 30, 2025 | +35.84K | - |
| NEOS Investment Management LLC | 526.80K | Sep 30, 2025 | +63.39K | - |
| P/E Global LLC | 526.58K | Sep 30, 2025 | +13.54K | - |
| RHUMBLINE ADVISERS | 518.40K | Sep 30, 2025 | +136.06K | - |
| GoalFusion Wealth Management, LLC | 502.51K | Sep 30, 2025 | +19.23K | - |
| Bricktown Capital, LLC | 501.09K | Sep 30, 2025 | - | - |
| BNP PARIBAS ARBITRAGE, SNC | 496.25K | Sep 30, 2025 | -502,110 | - |
| Mascoma Wealth Management LLC | 495.71K | Sep 30, 2025 | +6.46K | - |
| Allworth Financial LP | 487.57K | Sep 30, 2025 | +39.71K | - |
| Private Advisor Group, LLC | 486.38K | Sep 30, 2025 | +55.54K | - |
| Miracle Mile Advisors, LLC | 485.69K | Sep 30, 2025 | +126.79K | - |
| CULLEN/FROST BANKERS, INC. | 478.55K | Sep 30, 2025 | +10.02K | - |
| Gridiron Partners, LLC | 475.25K | Sep 30, 2025 | +49.62K | - |
| TD PRIVATE CLIENT WEALTH LLC | 473.09K | Sep 30, 2025 | +58.78K | - |
| ASSETMARK, INC | 473.07K | Sep 30, 2025 | +140.94K | - |
| Savvy Advisors, Inc. | 469.66K | Sep 30, 2025 | +158.02K | - |
| Kestra Advisory Services, LLC | 463.92K | Sep 30, 2025 | -48,610 | - |
| Financial Engines Advisors L.L.C. | 461.45K | Sep 30, 2025 | +91.01K | - |
| Keel Point, LLC | 461.00K | Sep 30, 2025 | +40.08K | - |
| Kovitz Investment Group Partners, LLC | 460.57K | Sep 30, 2025 | +43.31K | - |
| 1607 Capital Partners, LLC | 457.94K | Sep 30, 2025 | - | - |
| SVB WEALTH LLC | 455.38K | Sep 30, 2025 | -161,530 | - |
| Buck Wealth Strategies, LLC | 454.52K | Sep 30, 2025 | +19.66K | - |
| Full Sail Capital, LLC | 450.86K | Sep 30, 2025 | +21.61K | - |
| Twele Capital Management, Inc. | 447.64K | Sep 30, 2025 | +31.49K | - |
| Boston Partners | 444.00K | Sep 30, 2025 | +8.88K | - |
| Robertson Stephens Wealth Management, LLC | 443.49K | Sep 30, 2025 | +58.31K | - |
| AMARILLO NATIONAL BANK | 438.00K | Sep 30, 2025 | +25.76K | - |
| SCOTIA CAPITAL INC. | 435.57K | Sep 30, 2025 | -1,329 | - |
| Summit Trail Advisors, LLC | 434.09K | Sep 30, 2025 | +36.56K | - |
| PINNACLE FINANCIAL PARTNERS INC | 423.96K | Sep 30, 2025 | +62.96K | - |
| Single Point Partners, LLC | 422.65K | Sep 30, 2025 | +8.63K | - |
| Abound Wealth Management | 420.67K | Sep 30, 2025 | +15.04K | - |
| Wealthcare Advisory Partners LLC | 418.66K | Sep 30, 2025 | +19.47K | - |
| MAI Capital Management | 417.56K | Sep 30, 2025 | +64.16K | - |
| Legacy Financial Strategies, LLC | 417.13K | Sep 30, 2025 | +17.97K | - |
| MTC Wealth Management LLC | 415.76K | Sep 30, 2025 | -2,500 | - |
| Dakota Wealth Management | 413.17K | Sep 30, 2025 | +83.91K | - |
| Ascent Group, LLC | 412.91K | Sep 30, 2025 | +1.90K | - |
| Equitable Holdings, Inc. | 411.31K | Sep 30, 2025 | +7.41K | - |
| Fort Point Capital Partners LLC | 410.63K | Sep 30, 2025 | +20.51K | - |
| Cornerstone Management, Inc. | 409.50K | Sep 30, 2025 | +40.12K | - |
| eCIO, Inc. | 409.29K | Sep 30, 2025 | +27.35K | - |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 408.84K | Sep 30, 2025 | +112.11K | - |
| VICUS CAPITAL | 406.40K | Sep 30, 2025 | -16,959 | - |
| DB Fitzpatrick & Co, Inc | 405.78K | Sep 30, 2025 | -5,558 | - |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 405.22K | Sep 30, 2025 | +13.36K | - |
| FLAGSHIP HARBOR ADVISORS, LLC | 404.91K | Sep 30, 2025 | +31.64K | - |
| Arbor Investment Advisors, LLC | 402.62K | Sep 30, 2025 | +3.49K | - |
| Tandem Wealth Advisors LLC | 402.34K | Sep 30, 2025 | +28.06K | - |
| Global Retirement Partners, LLC | 399.04K | Sep 30, 2025 | +15.95K | - |
| MGO ONE SEVEN LLC | 395.67K | Sep 30, 2025 | +387.95K | - |
| Black Diamond Financial, LLC | 394.55K | Sep 30, 2025 | +71.89K | - |
| CONNABLE OFFICE INC | 392.57K | Sep 30, 2025 | -8,524 | - |
| Prosperity Consulting Group, LLC | 389.33K | Sep 30, 2025 | +10.90K | - |
| Bristlecone Advisors, LLC | 385.52K | Sep 30, 2025 | -4,216 | - |
| FULTON BREAKEFIELD BROENNIMAN LLC | 384.83K | Sep 30, 2025 | +7.34K | - |
| BRAVE ASSET MANAGEMENT INC | 383.92K | Sep 30, 2025 | +4.64K | - |
| LOWE BROCKENBROUGH & CO INC | 378.89K | Sep 30, 2025 | -162,394 | - |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 373.58K | Sep 30, 2025 | +14.94K | - |
| Provenance Wealth Advisors, LLC | 372.35K | Sep 30, 2025 | +6.36K | - |
| Visionary Wealth Advisors | 372.04K | Sep 30, 2025 | +119.03K | - |
| Baird Financial Group, Inc. | 371.30K | Sep 30, 2025 | -57,682 | - |
| Smithfield Trust Co | 367.25K | Sep 30, 2025 | +44.08K | - |
| Gotham Asset Management, LLC | 366.82K | Sep 30, 2025 | +12.05K | - |
| Wealthspire Advisors, LLC | 366.26K | Sep 30, 2025 | -112,646 | - |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 363.29K | Sep 30, 2025 | +6.39K | - |
| Ameritas Investment Partners, Inc. | 358.81K | Sep 30, 2025 | +12.93K | - |
| BRIGHT FINANCIAL ADVISORS, INC. | 353.53K | Sep 30, 2025 | +23.51K | - |
| TECTONIC ADVISORS LLC | 353.10K | Sep 30, 2025 | +2.60K | - |
| Liquid Strategies, LLC | 352.55K | Sep 30, 2025 | -132,314 | - |
| BOKF, NA | 352.15K | Sep 30, 2025 | +18.13K | - |
| Towercrest Capital Management | 345.59K | Sep 30, 2025 | +36.94K | - |
| Beirne Wealth Consulting Services, LLC | 341.11K | Sep 30, 2025 | +7.46K | - |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 338.56K | Sep 30, 2025 | +338.56K | - |
| LVZ, Inc. | 336.22K | Sep 30, 2025 | +3.65K | - |
| Koss-Olinger Consulting, LLC | 332.54K | Sep 30, 2025 | -1,347 | - |
| Lineweaver Wealth Advisors, LLC | 332.04K | Sep 30, 2025 | +54.01K | - |
| FIRST MERCHANTS CORP | 329.17K | Sep 30, 2025 | -2,657 | - |
| CIBC Private Wealth Group, LLC | 327.22K | Sep 30, 2025 | -82,193 | - |
| Verdence Capital Advisors LLC | 323.75K | Sep 30, 2025 | +95.03K | - |
| AdvisorNet Financial, Inc | 323.72K | Sep 30, 2025 | +18.85K | - |
| Greenspring Advisors, LLC | 323.49K | Sep 30, 2025 | +323.49K | - |
| UNITED BANK | 308.20K | Sep 30, 2025 | -5,608 | - |
| ETF Portfolio Partners, Inc. | 306.14K | Sep 30, 2025 | +9.10K | - |
| GREAT VALLEY ADVISOR GROUP, INC. | 305.15K | Sep 30, 2025 | +3.47K | - |
| UNIQUE WEALTH, LLC | 303.20K | Sep 30, 2025 | +5.17K | - |
| Fiduciary Group LLC | 302.18K | Sep 30, 2025 | +45.05K | - |
| First Bank & Trust | 302.12K | Sep 30, 2025 | +7.94K | - |
| JT Stratford LLC | 300.72K | Sep 30, 2025 | -139,697 | - |
| First Citizens Asset Management, Inc. | 297.83K | Sep 30, 2025 | -287,875 | - |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 297.83K | Sep 30, 2025 | +297.83K | - |
| First Washington CORP | 297.78K | Sep 30, 2025 | -85,985 | - |
| NewEdge Wealth, LLC | 295.99K | Sep 30, 2025 | +49.00K | - |
| Spire Wealth Management | 290.83K | Sep 30, 2025 | -3,911 | - |
| Legacy Private Trust Co. | 290.58K | Sep 30, 2025 | +22.40K | - |
| Zhang Financial LLC | 289.10K | Sep 30, 2025 | +69.64K | - |
| Summit Financial, LLC | 287.89K | Sep 30, 2025 | +46.78K | - |
| SYON CAPITAL LLC | 287.27K | Sep 30, 2025 | +5.67K | - |
| Man Group plc | 285.40K | Sep 30, 2025 | +17.76K | - |
| Pensionmark Financial Group, LLC | 284.98K | Sep 30, 2025 | +2.72K | - |
| Atria Investments, Inc | 284.92K | Sep 30, 2025 | +101.42K | - |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 283.77K | Sep 30, 2025 | -7,004 | - |
| Fort Henry Capital, LLC | 282.46K | Sep 30, 2025 | +5.39K | - |
| Grey Fox Wealth Advisors, LLC | 282.31K | Sep 30, 2025 | -472 | - |
| GP Brinson Investments LLC | 280.65K | Sep 30, 2025 | - | - |
| CAPITAL PERFORMANCE ADVISORS LLP | 280.54K | Sep 30, 2025 | +60.76K | - |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 280.37K | Sep 30, 2025 | +11.09K | - |
| Concurrent Investment Advisors, LLC | 278.96K | Sep 30, 2025 | -2,011 | - |
| SG Americas Securities, LLC | 278.68K | Sep 30, 2025 | +278.68K | - |
| HANCOCK WHITNEY CORP | 274.43K | Sep 30, 2025 | -14,860 | - |
| Perigon Wealth Management, LLC | 272.39K | Sep 30, 2025 | -21,755 | - |
| Octavia Wealth Advisors, LLC | 270.61K | Sep 30, 2025 | +20.56K | - |
| Atomi Financial Group, Inc. | 269.10K | Sep 30, 2025 | +46.94K | - |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 268.06K | Sep 30, 2025 | +3.22K | - |
| Tanager Wealth Management LLP | 267.18K | Sep 30, 2025 | -18,840 | - |
| TD Capital Management LLC | 267.06K | Sep 30, 2025 | -5,702 | - |
| BROWN ADVISORY INC | 266.96K | Sep 30, 2025 | +3.14K | - |
| CAPITAL INSIGHT PARTNERS, LLC | 266.87K | Sep 30, 2025 | -4,343 | - |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 265.10K | Sep 30, 2025 | +13.02K | - |
| Marquette Asset Management, LLC | 264.55K | Sep 30, 2025 | +22.68K | - |
| Hudson Capital Management LLC | 261.52K | Sep 30, 2025 | -1,657 | - |
| REGIONS FINANCIAL CORP | 260.85K | Sep 30, 2025 | +4.14K | - |
| Matrix Trust Co | 260.53K | Sep 30, 2025 | +21.83K | - |
| Heartwood Wealth Advisors LLC | 259.88K | Sep 30, 2025 | +4.83K | - |
| Golden State Wealth Management, LLC | 259.46K | Sep 30, 2025 | +2.81K | - |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 259.10K | Sep 30, 2025 | -13,484 | - |
| Parallel Advisors, LLC | 255.45K | Sep 30, 2025 | +8.38K | - |
| Eley Financial Management, Inc | 253.74K | Sep 30, 2025 | +5.00K | - |
| Pure Financial Advisors, LLC | 253.51K | Sep 30, 2025 | +8.43K | - |
| BayBridge Capital Group, LLC | 251.27K | Sep 30, 2025 | +5.00K | - |
| Financial Designs Corp | 249.29K | Sep 30, 2025 | +10.58K | - |
| Galvin, Gaustad & Stein, LLC | 248.87K | Sep 30, 2025 | +3.76K | - |
| BANK OF HAWAII | 247.53K | Sep 30, 2025 | +2.38K | - |
| Rockefeller Capital Management L.P. | 245.61K | Sep 30, 2025 | +21.95K | - |
| CULTIVAR CAPITAL, INC. | 239.11K | Sep 30, 2025 | +7.75K | - |
| Cresset Asset Management, LLC | 238.11K | Sep 30, 2025 | -451 | - |
| Madison Asset Management, LLC | 237.93K | Sep 30, 2025 | -4,088 | - |
| EIGHT 31 FINANCIAL LLC | 235.15K | Sep 30, 2025 | +85.83K | - |
| DT Investment Partners, LLC | 233.63K | Sep 30, 2025 | -4,667 | - |
| Snider Financial Group | 233.42K | Sep 30, 2025 | +3.77K | - |
| Main Street Financial Solutions, LLC | 232.81K | Sep 30, 2025 | +13.17K | - |
| Valmark Advisers, Inc. | 229.07K | Sep 30, 2025 | +14.73K | - |
| Sequent Planning LLC | 227.58K | Sep 30, 2025 | +213.62K | - |
| FOUNDERS FINANCIAL SECURITIES LLC | 227.51K | Sep 30, 2025 | -40,086 | - |
| CATALYST FINANCIAL PARTNERS LLC | 226.48K | Sep 30, 2025 | -6,842 | - |
| Sanibel Captiva Trust Company, Inc. | 226.31K | Sep 30, 2025 | +52.83K | - |
| Horizon Investments, LLC | 225.01K | Sep 30, 2025 | -31,834 | - |
| CHEMUNG CANAL TRUST CO | 223.19K | Sep 30, 2025 | +6.69K | - |
| FIRST HAWAIIAN BANK | 221.70K | Sep 30, 2025 | +10.16K | - |
| Sheridan Capital Management, LLC | 220.92K | Sep 30, 2025 | +39.43K | - |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 220.76K | Sep 30, 2025 | +12.79K | - |
| WRAPMANAGER INC | 217.27K | Sep 30, 2025 | -46,719 | - |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 216.78K | Sep 30, 2025 | +33.87K | - |
| TCI Wealth Advisors, Inc. | 216.77K | Sep 30, 2025 | -2,348 | - |
| Berger Financial Group, Inc | 216.34K | Sep 30, 2025 | +2.03K | - |
| Hudock, Inc. | 213.45K | Sep 30, 2025 | -2,290 | - |
| Lutz Financial Services LLC | 210.88K | Sep 30, 2025 | -4,667 | - |
| Integrated Wealth Concepts LLC | 210.84K | Sep 30, 2025 | +6.59K | - |
| Ted Buchan & Co | 210.76K | Sep 30, 2025 | +10.03K | - |
| Summit Wealth Partners, LLC | 209.36K | Sep 30, 2025 | +8.69K | - |
| SBI Securities Co., Ltd. | 207.59K | Sep 30, 2025 | -18,372 | - |
| Advisory Services Network, LLC | 205.71K | Sep 30, 2025 | -13,736 | - |
| Sowell Financial Services LLC | 205.28K | Sep 30, 2025 | +786 | - |
| BALLAST ADVISORS LLC | 205.25K | Sep 30, 2025 | +7.42K | - |
| Souders Financial Advisors | 203.32K | Sep 30, 2025 | +7.47K | - |
| Garde Capital, Inc. | 202.60K | Sep 30, 2025 | +2.74K | - |
| KELLY FINANCIAL GROUP LLC | 201.38K | Sep 30, 2025 | +15.60K | - |
| Waverly Advisors, LLC | 200.77K | Sep 30, 2025 | -87,310 | - |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 200.48K | Sep 30, 2025 | -5,010 | - |
| DSG Capital Advisors, LLC | 200.02K | Sep 30, 2025 | +55.03K | - |
| LOOMIS SAYLES & CO L P | 200.00K | Sep 30, 2025 | +67.59K | - |
| LEVEL FOUR ADVISORY SERVICES, LLC | 199.59K | Sep 30, 2025 | +12.28K | - |
| LAZARD ASSET MANAGEMENT LLC | 198.32K | Sep 30, 2025 | -80,591 | - |
| INSIGHT 2811, INC. | 198.27K | Sep 30, 2025 | +18.16K | - |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 197.90K | Sep 30, 2025 | +5.42K | - |
| REGIMEN WEALTH, LLC | 197.74K | Sep 30, 2025 | +3.43K | - |
| TIEMANN INVESTMENT ADVISORS, LLC | 195.01K | Sep 30, 2025 | +7.60K | - |
| Modera Wealth Management, LLC | 194.01K | Sep 30, 2025 | -1,943 | - |
| NorthCrest Asset Manangement, LLC | 193.34K | Sep 30, 2025 | +6.90K | - |
| GRIMES & COMPANY, INC. | 193.13K | Sep 30, 2025 | +10.26K | - |
| Fund Evaluation Group, LLC | 188.92K | Sep 30, 2025 | +3.42K | - |
| Stratos Wealth Partners, LTD. | 187.93K | Sep 30, 2025 | +11.72K | - |
| STEPHENS INC /AR/ | 187.42K | Sep 30, 2025 | +11.17K | - |
| Forefront Wealth Partners, LLC | 186.77K | Sep 30, 2025 | +82.28K | - |
| FIRST FOUNDATION ADVISORS | 186.09K | Sep 30, 2025 | -175,459 | - |
| NATIXIS ADVISORS, L.P. | 185.05K | Sep 30, 2025 | +22.40K | - |
| Passaic Partners LLC | 182.47K | Sep 30, 2025 | -226,438 | - |
| Diversified Trust Co | 182.34K | Sep 30, 2025 | +5.55K | - |
| Elm Partners Management LLC | 181.91K | Sep 30, 2025 | -7,500 | - |
| Ally Invest Advisors Inc. | 181.01K | Sep 30, 2025 | +17.62K | - |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 180.43K | Sep 30, 2025 | +180.43K | - |
| Stratos Wealth Advisors, LLC | 180.23K | Sep 30, 2025 | +14.68K | - |
| Synergy Asset Management, LLC | 177.75K | Sep 30, 2025 | +126.19K | - |
| Clearstead Advisors, LLC | 177.72K | Sep 30, 2025 | -41,734 | - |
| OAK HARBOR WEALTH PARTNERS, LLC | 177.31K | Sep 30, 2025 | +8.16K | - |
| Joel Adams & Associates, Inc. | 175.59K | Sep 30, 2025 | +6.27K | - |
| Omega Financial Group, LLC | 174.87K | Sep 30, 2025 | +3.74K | - |
| Chesapeake Wealth Management | 174.58K | Sep 30, 2025 | +13.69K | - |
| Onyx Bridge Wealth Group LLC | 174.16K | Sep 30, 2025 | -113,048 | - |
| Texas Capital Bank Wealth Management Services Inc | 174.14K | Sep 30, 2025 | -7,619 | - |
| RETIREMENT CAPITAL STRATEGIES | 173.73K | Sep 30, 2025 | -1,889 | - |
| Alpha Financial Partners, LLC | 172.97K | Sep 30, 2025 | +9.92K | - |
| James J. Burns & Company, LLC | 172.64K | Sep 30, 2025 | +11.28K | - |
| Diversified Enterprises, LLC | 171.25K | Sep 30, 2025 | +12.99K | - |
| Financial Partners Group, Inc | 170.43K | Sep 30, 2025 | +5.47K | - |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 169.89K | Sep 30, 2025 | +6.04K | - |
| Qube Research & Technologies Ltd | 169.54K | Sep 30, 2025 | +83.45K | - |
| Sigma Planning Corp | 168.07K | Sep 30, 2025 | -5,507 | - |
| WASHINGTON TRUST Co | 167.01K | Sep 30, 2025 | +6.53K | - |
| Genus Capital Management Inc. | 166.56K | Sep 30, 2025 | -8,780 | - |
| WEBSTER BANK, N. A. | 164.78K | Sep 30, 2025 | +7.32K | - |
| Sunesis Advisors, LLC | 164.36K | Sep 30, 2025 | +164.36K | - |
| WATERSHED PRIVATE WEALTH LLC | 164.30K | Sep 30, 2025 | +6.18K | - |
| ASPIRIANT, LLC | 163.67K | Sep 30, 2025 | -121,791 | - |
| CHOREO, LLC | 162.92K | Sep 30, 2025 | +1.76K | - |
| OPPENHEIMER ASSET MANAGEMENT INC. | 162.24K | Sep 30, 2025 | +3.28K | - |
| PRINCIPAL FINANCIAL GROUP INC | 161.50K | Sep 30, 2025 | -155,640 | - |
| FIDUCIENT ADVISORS LLC | 159.49K | Sep 30, 2025 | +5.41K | - |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 159.36K | Sep 30, 2025 | -2,514 | - |
| Aquire Wealth Advisors, LLC | 159.31K | Sep 30, 2025 | +8.36K | - |
| CX Institutional | 157.49K | Sep 30, 2025 | +105.92K | - |
| Walker Financial Services, Inc. | 157.35K | Sep 30, 2025 | -300,426 | - |
| Sequoia Financial Advisors, LLC | 156.59K | Sep 30, 2025 | +8.80K | - |
| GREENUP STREET WEALTH MANAGEMENT LLC | 155.66K | Sep 30, 2025 | +96.99K | - |
| MidWestOne Financial Group, Inc. | 153.61K | Sep 30, 2025 | +21.45K | - |
| GPS Wealth Strategies Group, LLC | 153.19K | Sep 30, 2025 | +3.85K | - |
| Prospera Financial Services Inc | 152.55K | Sep 30, 2025 | +771 | - |
| Silverleafe Capital Partners, LLC | 151.76K | Sep 30, 2025 | +51 | - |
| Cercano Management LLC | 151.57K | Sep 30, 2025 | - | - |
| Sandy Cove Advisors, LLC | 151.15K | Sep 30, 2025 | +1.09K | - |
| BENJAMIN EDWARDS INC | 150.50K | Sep 30, 2025 | +18.83K | - |
| MONEY CONCEPTS CAPITAL CORP | 148.04K | Sep 30, 2025 | +12.15K | - |
| Calamos Wealth Management LLC | 147.98K | Sep 30, 2025 | +9.12K | - |
| Granite Harbor Advisors, Inc. | 147.86K | Sep 30, 2025 | +28.55K | - |
| HARBOUR INVESTMENTS, INC. | 147.57K | Sep 30, 2025 | -10,423 | - |
| Tide Cove Capital Partners LLC | 146.76K | Sep 30, 2025 | +1.44K | - |
| SCS Capital Management LLC | 146.46K | Sep 30, 2025 | -18,546 | - |
| Providence First Trust Co | 145.54K | Sep 30, 2025 | -5,652 | - |
| Farther Finance Advisors, LLC | 144.49K | Sep 30, 2025 | -74,256 | - |
| Vantage Financial Partners, LLC | 143.85K | Sep 30, 2025 | -14,110 | - |
| MOTIVE WEALTH ADVISORS | 143.40K | Sep 30, 2025 | -8,123 | - |
| Family Capital Trust Co | 142.88K | Sep 30, 2025 | +567 | - |
| Montecito Bank & Trust | 142.49K | Sep 30, 2025 | +142.49K | - |
| Sound Financial Strategies Group, LLC | 142.31K | Sep 30, 2025 | -5,136 | - |
| Alliance Wealth Management Group | 142.00K | Sep 30, 2025 | +31.03K | - |
| Colonial Trust Advisors | 141.92K | Sep 30, 2025 | +21.09K | - |
| BLB&B Advisors, LLC | 141.37K | Sep 30, 2025 | -526,100 | - |
| Global Endowment Management, LP | 140.91K | Sep 30, 2025 | +4.45K | - |
| FC Advisory LLC | 139.93K | Sep 30, 2025 | +1.45K | - |
| FAGAN ASSOCIATES, INC. | 139.88K | Sep 30, 2025 | +3.44K | - |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 139.21K | Sep 30, 2025 | +4.24K | - |
| FIFTH THIRD SECURITIES, INC. | 138.36K | Sep 30, 2025 | +31.45K | - |
| Financial & Tax Architects, LLC | 138.31K | Sep 30, 2025 | -11,232 | - |
| Skopos Labs, Inc. | 138.16K | Sep 30, 2025 | -4,535 | - |
| FIRST NATIONAL CORP /MA/ /ADV | 137.88K | Sep 30, 2025 | -193 | - |
| Arrowroot Family Office, LLC | 137.47K | Sep 30, 2025 | +14.44K | - |
| COMMERCE BANK | 137.38K | Sep 30, 2025 | +5.80K | - |
| PEDDOCK CAPITAL ADVISORS, LLC | 136.92K | Sep 30, 2025 | +650 | - |
| Smith & Howard Wealth Management, LLC | 136.84K | Sep 30, 2025 | -1,710 | - |
| Permanent Capital Management, LP | 136.30K | Sep 30, 2025 | +136.30K | - |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 136.03K | Sep 30, 2025 | +4.94K | - |
| High Net Worth Advisory Group LLC | 134.96K | Sep 30, 2025 | -904 | - |
| NewSquare Capital LLC | 134.40K | Sep 30, 2025 | +10.62K | - |
| Sharp Financial Services, LLC | 134.19K | Sep 30, 2025 | +18.26K | - |
| Evensky & Katz LLC | 133.62K | Sep 30, 2025 | +3.56K | - |
| GREENWOOD CAPITAL ASSOCIATES LLC | 132.73K | Sep 30, 2025 | +3.07K | - |
| WESTWOOD HOLDINGS GROUP INC | 132.10K | Sep 30, 2025 | +275 | - |
| Modern Wealth Management, LLC | 131.35K | Sep 30, 2025 | +979 | - |
| EASTERLY INVESTMENT PARTNERS LLC | 131.35K | Sep 30, 2025 | - | - |
| J.W. COLE ADVISORS, INC. | 131.28K | Sep 30, 2025 | +8.19K | - |
| Mullooly Asset Management, Inc. | 131.13K | Sep 30, 2025 | +8.05K | - |
| NWAM LLC | 130.50K | Sep 30, 2025 | +18.57K | - |
| Clearwater Capital Advisors, LLC | 130.39K | Sep 30, 2025 | -494 | - |
| Cynosure Group, LLC | 130.30K | Sep 30, 2025 | +10.29K | - |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 129.36K | Sep 30, 2025 | -6,363 | - |
| HB Wealth Management, LLC | 128.31K | Sep 30, 2025 | +11.95K | - |
| BRYN MAWR TRUST Co | 128.14K | Sep 30, 2025 | -427,756 | - |
| BLAIR WILLIAM & CO/IL | 127.57K | Sep 30, 2025 | +5.11K | - |
| Freestate Advisors LLC | 127.16K | Sep 30, 2025 | +2.59K | - |
| Somnio Financial Group, LLC | 126.82K | Sep 30, 2025 | +3.58K | - |
| Richard W. Paul & Associates, LLC | 126.53K | Sep 30, 2025 | +3.49K | - |
| DONALDSON CAPITAL MANAGEMENT, LLC | 125.28K | Sep 30, 2025 | +56.55K | - |
| MONETA GROUP INVESTMENT ADVISORS LLC | 125.17K | Sep 30, 2025 | +6.84K | - |
| Accelerate Investment Advisors LLC | 124.12K | Sep 30, 2025 | +8.79K | - |
| Ameliora Wealth Management Ltd. | 123.49K | Sep 30, 2025 | -42,836 | - |
| Catalyst Capital Advisors LLC | 121.94K | Sep 30, 2025 | -8,146 | - |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 121.90K | Sep 30, 2025 | -17,008 | - |
| Lifestyle Asset Management, Inc. | 120.87K | Sep 30, 2025 | +35.24K | - |
| Blue Barn Wealth, LLC | 120.81K | Sep 30, 2025 | +5.92K | - |
| CENTRAL BANK & TRUST CO | 120.78K | Sep 30, 2025 | -1,853 | - |
| Mount Yale Investment Advisors, LLC | 120.76K | Sep 30, 2025 | +116.02K | - |
| Stanich Group LLC | 120.66K | Sep 30, 2025 | +120.66K | - |
| TruWealth Advisors, LLC | 120.24K | Sep 30, 2025 | +5.36K | - |
| LMG Wealth Partners, LLC | 119.41K | Sep 30, 2025 | -1,164 | - |
| Sentinus, LLC | 119.31K | Sep 30, 2025 | +5.73K | - |
| Rakuten Investment Management, Inc. | 118.91K | Sep 30, 2025 | +118.91K | - |
| IHT Wealth Management, LLC | 117.85K | Sep 30, 2025 | -2,408 | - |
| Independent Solutions Wealth Management, LLC | 117.15K | Sep 30, 2025 | +504 | - |
| One Day In July LLC | 117.14K | Sep 30, 2025 | +695 | - |
| McGlone Suttner Wealth Management, Inc. | 117.08K | Sep 30, 2025 | +2.51K | - |
| LifePlan Investment Advisors, Inc. | 115.89K | Sep 30, 2025 | +4.23K | - |
| CIBC WORLD MARKET INC. | 115.63K | Sep 30, 2025 | +4.42K | - |
| Kopp Family Office, LLC | 115.58K | Sep 30, 2025 | +5.20K | - |
| Peak Financial Management, Inc. | 115.40K | Sep 30, 2025 | +2.68K | - |
| HTG Investment Advisors, Inc. | 115.04K | Sep 30, 2025 | +1.31K | - |
| High Note Wealth, LLC | 114.85K | Sep 30, 2025 | +6.06K | - |
| Mutual Advisors, LLC | 114.65K | Sep 30, 2025 | +8.23K | - |
| Strategic Financial Partners, Ltd. | 114.20K | Sep 30, 2025 | -1,438 | - |
| CVA Family Office, LLC | 113.86K | Sep 30, 2025 | +8.59K | - |
| Van Hulzen Asset Management, LLC | 113.17K | Sep 30, 2025 | -358 | - |
| TCP Asset Management, LLC | 112.95K | Sep 30, 2025 | +5.88K | - |
| PFG Advisors | 112.94K | Sep 30, 2025 | +112.94K | - |
| HUNTINGTON NATIONAL BANK | 112.42K | Sep 30, 2025 | +7.67K | - |
| EXENCIAL WEALTH ADVISORS, LLC | 111.98K | Sep 30, 2025 | +626 | - |
| OPPENHEIMER & CO INC | 110.87K | Sep 30, 2025 | +6.51K | - |
| COREPATH WEALTH PARTNERS LLC | 110.67K | Sep 30, 2025 | -22,169 | - |
| Geneos Wealth Management Inc. | 110.23K | Sep 30, 2025 | +2.40K | - |
| Carbahal Olsen Financial Services Group, LLC | 110.23K | Sep 30, 2025 | +747 | - |
| RFP Financial Group LLC | 110.16K | Sep 30, 2025 | -2,569 | - |
| Roundview Capital LLC | 109.58K | Sep 30, 2025 | +2.16K | - |
| BCS Wealth Management | 109.57K | Sep 30, 2025 | +21.31K | - |
| Blue Chip Partners, LLC | 109.30K | Sep 30, 2025 | +1.09K | - |
| EXCEL SECURITIES & ASSOCIATES, INC. | 109.26K | Sep 30, 2025 | +109.26K | - |
| SMITH SHELLNUT WILSON LLC /ADV | 108.04K | Sep 30, 2025 | +1.35K | - |
| RFG Advisory, LLC | 107.86K | Sep 30, 2025 | +27.22K | - |
| AMES NATIONAL CORP | 107.78K | Sep 30, 2025 | +2.94K | - |
| Integrated Advisors Network LLC | 107.53K | Sep 30, 2025 | +42.17K | - |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 106.70K | Sep 30, 2025 | +1.67K | - |
| Slow Capital, Inc. | 105.58K | Sep 30, 2025 | +11.20K | - |
| NATIONAL BANK OF CANADA /FI/ | 104.78K | Sep 30, 2025 | +8.24K | - |
| Timonier Family Office, LTD. | 103.75K | Sep 30, 2025 | +9.48K | - |
| SYNOVUS FINANCIAL CORP | 103.39K | Sep 30, 2025 | +1.66K | - |
| ARGI Investment Services, LLC | 103.06K | Sep 30, 2025 | +2.38K | - |
| CFS Investment Advisory Services, LLC | 102.59K | Sep 30, 2025 | +7.03K | - |
| Opes Wealth Management LLC | 102.56K | Sep 30, 2025 | +3.03K | - |
| Oldfather Financial Services, LLC | 102.50K | Sep 30, 2025 | -1,299 | - |
| U S WEALTH GROUP, LLC. | 102.04K | Sep 30, 2025 | +28.08K | - |
| Eagle Strategies LLC | 101.64K | Sep 30, 2025 | -2,416 | - |
| Cosner Financial Group, LLC | 101.60K | Sep 30, 2025 | +12.72K | - |
| KING LUTHER CAPITAL MANAGEMENT CORP | 101.51K | Sep 30, 2025 | +15.63K | - |
| Wescott Financial Advisory Group, LLC | 101.27K | Sep 30, 2025 | +2.24K | - |
| Blankinship & Foster, LLC | 100.42K | Sep 30, 2025 | -1,211 | - |
| Merit Financial Group, LLC | 100.28K | Sep 30, 2025 | +13.80K | - |
| Bowman & Co S.C. | 98.97K | Sep 30, 2025 | -3,018 | - |
| Amtrust Financial Services, Inc. | 98.56K | Sep 30, 2025 | - | - |
| MGO Private Wealth, LLC | 97.75K | Sep 30, 2025 | -405 | - |
| Andina Capital Management, LLC | 97.59K | Sep 30, 2025 | -3,719 | - |
| IFP Advisors, Inc | 96.91K | Sep 30, 2025 | -13,948 | - |
| Colonial Trust Co / SC | 95.50K | Sep 30, 2025 | +9.07K | - |
| IFG Advisory, LLC | 95.26K | Sep 30, 2025 | +62.91K | - |
| TBH Global Asset Management, LLC | 94.78K | Sep 30, 2025 | +94.78K | - |
| Golden State Equity Partners | 94.44K | Sep 30, 2025 | +10.65K | - |
| Edgestream Partners, L.P. | 94.33K | Sep 30, 2025 | +84.55K | - |
| Greykasell Wealth Strategies, Inc. | 94.01K | Sep 30, 2025 | +21.52K | - |
| NorthLanding Financial Partners, LLC | 93.72K | Sep 30, 2025 | +7.27K | - |
| Quadrature Capital Ltd | 93.29K | Sep 30, 2025 | +93.29K | - |
| TCFG WEALTH MANAGEMENT, LLC | 93.23K | Sep 30, 2025 | +91.20K | - |
| KMG FIDUCIARY PARTNERS, LLC | 92.91K | Sep 30, 2025 | +2.02K | - |
| MILLENNIUM MANAGEMENT LLC | 92.05K | Sep 30, 2025 | +54.95K | - |
| Firestone Capital Management | 91.76K | Sep 30, 2025 | +5.11K | - |
| Columbus Macro, LLC | 91.54K | Sep 30, 2025 | +795 | - |
| Ausdal Financial Partners, Inc. | 91.50K | Sep 30, 2025 | +10.01K | - |
| Capstone Financial Advisors, Inc. | 90.90K | Sep 30, 2025 | -28 | - |
| StoneX Group Inc. | 90.86K | Sep 30, 2025 | +39.58K | - |
| EPIQ PARTNERS, LLC | 90.57K | Sep 30, 2025 | +8.65K | - |
| PRICE T ROWE ASSOCIATES INC /MD/ | 90.50K | Sep 30, 2025 | -647,830 | - |
| Summit Asset Management, LLC | 90.19K | Sep 30, 2025 | +2.95K | - |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 89.62K | Sep 30, 2025 | +68.52K | - |
| Addis & Hill, Inc | 88.86K | Sep 30, 2025 | -6,114 | - |
| Coastline Trust Co | 88.64K | Sep 30, 2025 | +4.93K | - |
| Silver Coast Investments LLC | 88.39K | Sep 30, 2025 | +2.11K | - |
| FDx Advisors, Inc. | 88.28K | Sep 30, 2025 | -1,244 | - |
| FIRST HORIZON CORP | 87.79K | Sep 30, 2025 | +87.79K | - |
| Vernal Point Advisors, LLC | 87.44K | Sep 30, 2025 | -2,830 | - |
| Westside Investment Management, Inc. | 87.37K | Sep 30, 2025 | +6.55K | - |
| Csenge Advisory Group | 87.37K | Sep 30, 2025 | +1.53K | - |
| LeConte Wealth Management, LLC | 86.50K | Sep 30, 2025 | +26.75K | - |
| ACT WEALTH MANAGEMENT, LLC | 86.36K | Sep 30, 2025 | +2.84K | - |
| B. Riley Wealth Advisors, Inc. | 85.44K | Sep 30, 2025 | +883 | - |
| von Borstel & Associates, Inc. | 85.35K | Sep 30, 2025 | +85.35K | - |
| Arete Wealth Advisors, LLC | 84.82K | Sep 30, 2025 | +60 | - |
| Avantax Planning Partners, Inc. | 84.81K | Sep 30, 2025 | -5,572 | - |
| Buckingham Strategic Partners | 84.81K | Sep 30, 2025 | +26.08K | - |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 84.35K | Sep 30, 2025 | +26.53K | - |
| Wayfinding Financial, LLC | 83.75K | Sep 30, 2025 | +1.20K | - |
| Asset Allocation Strategies LLC | 83.36K | Sep 30, 2025 | +24.58K | - |
| Chicago Partners Investment Group LLC | 83.02K | Sep 30, 2025 | -317 | - |
| GM Advisory Group, Inc. | 82.73K | Sep 30, 2025 | -2,071 | - |
| Smartleaf Asset Management LLC | 82.73K | Sep 30, 2025 | +12.81K | - |
| Optas, LLC | 82.20K | Sep 30, 2025 | +38.89K | - |
| Regal Investment Advisors LLC | 81.99K | Sep 30, 2025 | +10.64K | - |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 81.30K | Sep 30, 2025 | +3.84K | - |
| JUNCTURE WEALTH STRATEGIES, LLC | 81.07K | Sep 30, 2025 | +392 | - |
| DURANTE & WATERS, LLC | 80.71K | Sep 30, 2025 | +3.91K | - |
| Resources Investment Advisors, LLC. | 80.65K | Sep 30, 2025 | -5,272 | - |
| Atlas Private Wealth Advisors | 80.44K | Sep 30, 2025 | -49,129 | - |
| KFA Private Wealth Group, LLC | 80.24K | Sep 30, 2025 | +339 | - |
| Midwestern Financial, LLC /IA | 80.20K | Sep 30, 2025 | +4.50K | - |
| Accurate Wealth Management, LLC | 79.42K | Sep 30, 2025 | +10.62K | - |
| CITIZENS FINANCIAL GROUP INC/RI | 79.32K | Sep 30, 2025 | -30,439 | - |
| Facet Wealth, Inc. | 79.09K | Sep 30, 2025 | -1,990 | - |
| ACIMA PRIVATE WEALTH, LLC | 78.56K | Sep 30, 2025 | +10.65K | - |
| Heritage Financial Services, LLC | 78.45K | Sep 30, 2025 | +9.51K | - |
| REDW Wealth LLC | 78.41K | Sep 30, 2025 | -47 | - |
| FLAGSTAR ADVISORS INC. | 77.57K | Sep 30, 2025 | -6,768 | - |
| Destiny Capital Corp/CO | 76.91K | Sep 30, 2025 | +2.77K | - |
| BRASS TAX WEALTH MANAGEMENT, INC | 76.77K | Sep 30, 2025 | +20.67K | - |
| Chesley Taft & Associates LLC | 76.69K | Sep 30, 2025 | -3,810 | - |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 75.86K | Sep 30, 2025 | -221 | - |
| Invesco Ltd. | 75.76K | Sep 30, 2025 | +4.69K | - |
| Glassy Mountain Advisors, Inc. | 75.58K | Sep 30, 2025 | -8,581 | - |
| Apexium Financial, LP | 73.90K | Sep 30, 2025 | +400 | - |
| Jackson Hole Capital Partners, LLC | 73.68K | Sep 30, 2025 | -73 | - |
| Headlands Technologies LLC | 73.57K | Sep 30, 2025 | +73.57K | - |
| BlueSky Wealth Advisors, LLC | 73.52K | Sep 30, 2025 | -1,041 | - |
| All Terrain Financial Advisors, LLC | 73.30K | Sep 30, 2025 | -707 | - |
| MKD WEALTH COACHES, LLC | 72.97K | Sep 30, 2025 | +2.47K | - |
| PLIMOTH TRUST CO LLC | 72.96K | Sep 30, 2025 | +328 | - |
| CreativeOne Wealth, LLC | 72.85K | Sep 30, 2025 | +11.46K | - |
| TEXAS CAPITAL BANCSHARES INC/TX | 72.69K | Sep 30, 2025 | +72.69K | - |
| Cedar Mountain Advisors, LLC | 72.55K | Sep 30, 2025 | -424 | - |
| Boomfish Wealth Group, LLC | 72.33K | Sep 30, 2025 | +1.47K | - |
| Systematic Alpha Investments, LLC | 72.00K | Sep 30, 2025 | - | - |
| Bryn Mawr Capital Management, LLC | 71.63K | Sep 30, 2025 | +13.89K | - |
| MN Wealth Advisors, LLC | 71.62K | Sep 30, 2025 | +3.69K | - |
| Astoria Strategic Wealth, Inc. | 71.55K | Sep 30, 2025 | -143 | - |
| FARMERS & MERCHANTS INVESTMENTS INC | 71.11K | Sep 30, 2025 | -985 | - |
| Tillman Hartley LLC | 70.62K | Sep 30, 2025 | -4 | - |
| LGL PARTNERS, LLC | 70.58K | Sep 30, 2025 | -4,686 | - |
| Erickson Financial Group, LLC | 70.46K | Sep 30, 2025 | +826 | - |
| Ashton Thomas Private Wealth, LLC | 70.37K | Sep 30, 2025 | -28,688 | - |
| Northeast Financial Group, Inc. | 70.13K | Sep 30, 2025 | +4.17K | - |
| Pinnacle Financial Group, LLC / IL | 70.05K | Sep 30, 2025 | +2.73K | - |
| Main Management LLC | 69.67K | Sep 30, 2025 | -5,510 | - |
| Hillcrest Wealth Advisors - NY, LLC | 69.60K | Sep 30, 2025 | -2,174 | - |
| INSIGNEO ADVISORY SERVICES, LLC | 69.52K | Sep 30, 2025 | -1,244 | - |
| Summit Wealth Group, LLC | 69.25K | Sep 30, 2025 | -2,546 | - |
| PRIVATE CLIENT SERVICES, LLC | 69.03K | Sep 30, 2025 | +30.98K | - |
| WCG Wealth Advisors LLC | 68.86K | Sep 30, 2025 | +10.90K | - |
| AE Wealth Management LLC | 68.58K | Sep 30, 2025 | -9,541 | - |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.56K | Sep 30, 2025 | +63.32K | - |
| Sovereign Investment Advisors, LLC | 68.28K | Sep 30, 2025 | +664 | - |
| ARRIEN INVESTMENTS, INC. | 67.79K | Sep 30, 2025 | +3.52K | - |
| City State Bank | 67.57K | Sep 30, 2025 | -2,368 | - |
| Alamar Capital Management, LLC | 67.26K | Sep 30, 2025 | +5.02K | - |
| TPG Advisors LLC | 67.13K | Sep 30, 2025 | +2.09K | - |
| Redwood Park Advisors LLC | 66.77K | Sep 30, 2025 | +941 | - |
| NAPLES GLOBAL ADVISORS, LLC | 66.24K | Sep 30, 2025 | +3.54K | - |
| PFW Advisors LLC | 66.19K | Sep 30, 2025 | +1.75K | - |
| RKL Wealth Management LLC | 66.09K | Sep 30, 2025 | +1.23K | - |
| Hirtle Callaghan & Co LLC | 65.52K | Sep 30, 2025 | -2,794 | - |
| Sovran Advisors, LLC | 65.19K | Sep 30, 2025 | +30.27K | - |
| Johnson Financial Group, Inc. | 65.18K | Sep 30, 2025 | -1,309 | - |
| ARROW FINANCIAL CORP | 64.93K | Sep 30, 2025 | -375 | - |
| Strategic Financial Concepts, LLC | 64.81K | Sep 30, 2025 | +1.24K | - |
| Stonegate Investment Group, LLC | 64.68K | Sep 30, 2025 | +5.81K | - |
| Linscomb & Williams, Inc. | 64.59K | Sep 30, 2025 | +528 | - |
| Heritage Family Offices, LLP | 64.34K | Sep 30, 2025 | -10,011 | - |
| Vise Technologies, Inc. | 64.25K | Sep 30, 2025 | -115,717 | - |
| WealthPlan Investment Management, LLC | 64.11K | Sep 30, 2025 | +59.64K | - |
| Rehmann Capital Advisory Group | 63.61K | Sep 30, 2025 | -19,120 | - |
| Cartesian Growth Corp | 63.25K | Sep 30, 2025 | +3 | - |
| WHITTIER TRUST CO | 63.12K | Sep 30, 2025 | -28,926 | - |
| Global Assets Advisory, LLC | 62.83K | Sep 30, 2025 | +11.73K | - |
| MARQUETTE ASSOCIATES, INC. | 62.54K | Sep 30, 2025 | +33.25K | - |
| Siligmueller & Norvid Wealth Advisors LLC | 62.53K | Sep 30, 2025 | +62.53K | - |
| DMC Group, LLC | 62.49K | Sep 30, 2025 | +886 | - |
| BURKE & HERBERT BANK & TRUST CO | 62.39K | Sep 30, 2025 | +612 | - |
| Independent Advisor Alliance | 62.23K | Sep 30, 2025 | +1.07K | - |
| Kovack Advisors, Inc. | 61.46K | Sep 30, 2025 | +3.71K | - |
| Element Wealth, LLC | 61.23K | Sep 30, 2025 | -63 | - |
| Gemmer Asset Management LLC | 61.23K | Sep 30, 2025 | -1,427 | - |
| Waterloo Capital, L.P. | 61.04K | Sep 30, 2025 | +385 | - |
| Avidian Wealth Solutions, LLC | 60.50K | Sep 30, 2025 | -2,134 | - |
| Valeo Financial Advisors, LLC | 59.91K | Sep 30, 2025 | +5.28K | - |
| Ancora Advisors, LLC | 59.59K | Sep 30, 2025 | +883 | - |
| Belpointe Asset Management LLC | 59.21K | Sep 30, 2025 | +4.97K | - |
| TOEWS CORP /ADV | 59.12K | Sep 30, 2025 | -6,700 | - |
| Blueprint Investment Partners LLC | 58.95K | Sep 30, 2025 | +18.06K | - |
| Blueprint Financial Advisors LLC | 58.80K | Sep 30, 2025 | +9.68K | - |
| Midwest Professional Planners, LTD. | 58.41K | Sep 30, 2025 | +2.32K | - |
| TOBIAS FINANCIAL ADVISORS, INC. | 58.41K | Sep 30, 2025 | +444 | - |
| Apollon Wealth Management, LLC | 58.13K | Sep 30, 2025 | +4.06K | - |
| Golden Bell Financial Planning LLC | 57.77K | Sep 30, 2025 | -2,469 | - |
| Shelter Mutual Insurance Co | 57.66K | Sep 30, 2025 | - | - |
| Grove Bank & Trust | 57.01K | Sep 30, 2025 | +794 | - |
| KINGSWOOD WEALTH ADVISORS, LLC | 56.88K | Sep 30, 2025 | +3.22K | - |
| Umpqua Bank | 56.65K | Sep 30, 2025 | +29.44K | - |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 56.39K | Sep 30, 2025 | +109 | - |
| Creekmur Asset Management LLC | 56.12K | Sep 30, 2025 | -4,441 | - |
| ENDEAVOR PRIVATE WEALTH, INC. | 55.96K | Sep 30, 2025 | +36.65K | - |
| FIRST MANHATTAN CO. LLC. | 55.85K | Sep 30, 2025 | -3,274 | - |
| JAMES INVESTMENT RESEARCH INC | 55.85K | Sep 30, 2025 | +4.04K | - |
| FourThought Financial Partners, LLC | 55.26K | Sep 30, 2025 | +1.19K | - |
| Sellwood Consulting LLC | 54.82K | Sep 30, 2025 | +54.82K | - |
| Innova Wealth Partners | 54.76K | Sep 30, 2025 | -7,028 | - |
| XML Financial, LLC | 54.64K | Sep 30, 2025 | +2.41K | - |
| Counterweight Ventures, LLC | 54.42K | Sep 30, 2025 | +14.58K | - |
| Moneda S.A. Administradora General de Fondos | 53.75K | Sep 30, 2025 | -13,960 | - |
| Park Place Capital Corp | 53.42K | Sep 30, 2025 | +9.38K | - |
| Proficio Capital Partners LLC | 52.65K | Sep 30, 2025 | -15 | - |
| WealthTrust Asset Management, LLC | 52.44K | Sep 30, 2025 | +98 | - |
| D L CARLSON INVESTMENT GROUP INC | 52.00K | Sep 30, 2025 | -3,057 | - |
| Empower Advisory Group, LLC | 51.41K | Sep 30, 2025 | -5,661 | - |
| Logan Stone Capital, LLC | 51.35K | Sep 30, 2025 | +1.99K | - |
| Glenview Trust Co | 51.11K | Sep 30, 2025 | +381 | - |
| Savant Capital, LLC | 50.97K | Sep 30, 2025 | +1.85K | - |
| Crabel Capital Management, LLC | 50.91K | Sep 30, 2025 | -36,674 | - |
| Canvas Wealth Advisors, LLC | 50.71K | Sep 30, 2025 | +3.83K | - |
| 1ST SOURCE BANK | 50.00K | Sep 30, 2025 | +253 | - |
| Sharper & Granite LLC | 49.54K | Sep 30, 2025 | +3.59K | - |
| Coign Capital Advisors LLC | 49.35K | Sep 30, 2025 | +1.47K | - |
| Jackson, Grant Investment Advisers, Inc. | 49.34K | Sep 30, 2025 | +3.26K | - |
| LITTLE HOUSE CAPITAL LLC | 49.32K | Sep 30, 2025 | +48 | - |
| CARY STREET PARTNERS FINANCIAL LLC | 49.21K | Sep 30, 2025 | -575 | - |
| FFT WEALTH MANAGEMENT LLC | 49.06K | Sep 30, 2025 | -1,303 | - |
| Aspect Partners, LLC | 48.78K | Sep 30, 2025 | +5.55K | - |
| Canton Hathaway, LLC | 48.70K | Sep 30, 2025 | - | - |
| JGP Wealth Management, LLC | 48.50K | Sep 30, 2025 | +23.05K | - |
| PKS Advisory Services, LLC | 48.43K | Sep 30, 2025 | +4.16K | - |
| Impact Capital Partners LLC | 48.06K | Sep 30, 2025 | -2,124 | - |
| LEUTHOLD GROUP, LLC | 47.77K | Sep 30, 2025 | -25 | - |
| Arcadia Wealth Management, LLC | 47.64K | Sep 30, 2025 | -2,119 | - |
| Ironwood Financial, llc | 47.52K | Sep 30, 2025 | -1,691 | - |
| Forum Private Client Group LLC | 47.16K | Sep 30, 2025 | -1,820 | - |
| Modus Advisors, LLC | 46.82K | Sep 30, 2025 | +1.09K | - |
| Pinnacle Wealth Planning Services, Inc. | 46.67K | Sep 30, 2025 | -583 | - |
| QUATTRO FINANCIAL ADVISORS LLC | 46.66K | Sep 30, 2025 | -1,497 | - |
| GeoWealth Management, LLC | 46.59K | Sep 30, 2025 | +22.62K | - |
| Kagan Cocozza Asset Management | 46.46K | Sep 30, 2025 | -575 | - |
| IEQ CAPITAL, LLC | 46.43K | Sep 30, 2025 | -951 | - |
| PFG Investments, LLC | 46.16K | Sep 30, 2025 | -2,928 | - |
| Ullmann Wealth Partners Group, LLC | 46.03K | Sep 30, 2025 | -3,992 | - |
| NBC SECURITIES, INC. | 45.66K | Sep 30, 2025 | +21.64K | - |
| United Advisor Group, LLC | 45.50K | Sep 30, 2025 | +17.76K | - |
| Wise Wealth Partners | 45.47K | Sep 30, 2025 | +4.83K | - |
| Patriot Financial Group Insurance Agency, LLC | 45.34K | Sep 30, 2025 | +5.53K | - |
| Strategic Investment Advisors / MI | 45.24K | Sep 30, 2025 | +42.33K | - |
| ALPS ADVISORS INC | 45.22K | Sep 30, 2025 | - | - |
| BLUESTEM FINANCIAL ADVISORS, LLC | 44.95K | Sep 30, 2025 | -6,516 | - |
| Newport Capital Group, LLC | 44.80K | Sep 30, 2025 | -321 | - |
| FIRST NATIONAL BANK OF OMAHA | 44.70K | Sep 30, 2025 | +44.70K | - |
| Diversify Advisory Services, LLC | 44.67K | Sep 30, 2025 | +18.43K | - |
| ZRC WEALTH MANAGEMENT, LLC | 44.56K | Sep 30, 2025 | -2,616 | - |
| Signal Advisors Wealth, LLC | 44.52K | Sep 30, 2025 | -147,968 | - |
| Jaffetilchin Investment Partners, LLC | 44.27K | Sep 30, 2025 | +147 | - |
| Compagnie Lombard Odier SCmA | 43.80K | Sep 30, 2025 | - | - |
| Conservest Capital Advisors, Inc. | 43.66K | Sep 30, 2025 | -1,726 | - |
| Parallax Volatility Advisers, L.P. | 43.65K | Sep 30, 2025 | - | - |
| Joseph P. Lucia & Associates, LLC | 43.59K | Sep 30, 2025 | +753 | - |
| ARBOR TRUST WEALTH ADVISORS, LLC | 43.55K | Sep 30, 2025 | +2.67K | - |
| Sound View Wealth Advisors Group, LLC | 43.36K | Sep 30, 2025 | -58 | - |
| TI-TRUST, INC | 43.29K | Sep 30, 2025 | +383 | - |
| F/M Investments LLC | 43.26K | Sep 30, 2025 | -67 | - |
| RiverGlades Family Offices LLC | 42.86K | Sep 30, 2025 | +433 | - |
| SALEM INVESTMENT COUNSELORS INC | 42.67K | Sep 30, 2025 | +5.93K | - |
| MASSMUTUAL TRUST CO FSB/ADV | 42.65K | Sep 30, 2025 | +147 | - |
| Capital Management Associates, Inc | 42.59K | Sep 30, 2025 | +8.29K | - |
| MorganRosel Wealth Management, LLC | 42.54K | Sep 30, 2025 | +6.84K | - |
| Cannon Wealth Management Services, LLC | 42.48K | Sep 30, 2025 | +492 | - |
| One Capital Management, LLC | 42.43K | Sep 30, 2025 | -3,445 | - |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 42.04K | Sep 30, 2025 | +4.09K | - |
| Flagship Private Wealth, LLC | 41.78K | Sep 30, 2025 | +3.10K | - |
| Compton Financial Group, LLC | 41.72K | Sep 30, 2025 | -354 | - |
| PENNEY FINANCIAL, LLC | 41.70K | Sep 30, 2025 | +1.54K | - |
| CONTINENTAL INVESTORS SERVICES, INC. | 41.70K | Sep 30, 2025 | +7.13K | - |
| Pathstone Holdings, LLC | 41.60K | Sep 30, 2025 | -3,170 | - |
| Simmons Bank | 41.48K | Sep 30, 2025 | -610 | - |
| Tactive Advisors, LLC | 41.43K | Sep 30, 2025 | +22.06K | - |
| WBH ADVISORY INC | 41.09K | Sep 30, 2025 | -2,677 | - |
| E&G Advisors, LP | 40.89K | Sep 30, 2025 | +3.02K | - |
| Winthrop Capital Management, LLC | 40.59K | Sep 30, 2025 | +4.00K | - |
| FIRST AMERICAN TRUST, FSB | 40.10K | Sep 30, 2025 | -3,570 | - |
| Capital Advisors Wealth Management, LLC | 40.04K | Sep 30, 2025 | -202 | - |
| Evercore Wealth Management, LLC | 39.73K | Sep 30, 2025 | +37.69K | - |
| Accel Wealth Management | 39.68K | Sep 30, 2025 | +6.31K | - |
| Foundations Investment Advisors, LLC | 39.51K | Sep 30, 2025 | +1.68K | - |
| 5T Wealth, LLC | 39.34K | Sep 30, 2025 | +1.55K | - |
| IFS Advisors, LLC | 39.15K | Sep 30, 2025 | +39.15K | - |
| Family Investment Center, Inc. | 39.14K | Sep 30, 2025 | +1.29K | - |
| TRITONPOINT WEALTH, LLC | 39.12K | Sep 30, 2025 | +1.11K | - |
| INTREPID CAPITAL MANAGEMENT INC | 38.95K | Sep 30, 2025 | +10.38K | - |
| Wealthcare Capital Partners, LLC | 38.95K | Sep 30, 2025 | +5.12K | - |
| Legacy Wealth Management, Inc | 38.94K | Sep 30, 2025 | -670 | - |
| Advisor OS, LLC | 38.94K | Sep 30, 2025 | -6,849 | - |
| Arista Wealth Management, LLC | 38.87K | Sep 30, 2025 | +188 | - |
| Compass Ion Advisors, LLC | 38.85K | Sep 30, 2025 | +2.70K | - |
| LAKE STREET FINANCIAL LLC | 38.82K | Sep 30, 2025 | +1.73K | - |
| DAVENPORT & Co LLC | 38.64K | Sep 30, 2025 | +2.52K | - |
| KG&L Capital Management,LLC | 38.29K | Sep 30, 2025 | -4,073 | - |
| HEARTLAND ADVISORS INC | 38.26K | Sep 30, 2025 | +38.26K | - |
| CROBAN | 38.03K | Sep 30, 2025 | +9.86K | - |
| TWO SIGMA SECURITIES, LLC | 37.95K | Sep 30, 2025 | +37.95K | - |
| Fortis Capital Advisors, LLC | 37.76K | Sep 30, 2025 | -507 | - |
| Edge Financial Advisors LLC | 37.74K | Sep 30, 2025 | -18,559 | - |
| Dynamic Advisor Solutions LLC | 37.64K | Sep 30, 2025 | +2.32K | - |
| Snowden Capital Advisors LLC | 37.54K | Sep 30, 2025 | +2.14K | - |
| Stonekeep Investments, LLC | 37.54K | Sep 30, 2025 | -91 | - |
| Innovative Wealth Building LLC | 37.51K | Sep 30, 2025 | -2,557 | - |
| Intergy Private Wealth, LLC | 37.49K | Sep 30, 2025 | +1.60K | - |
| TD Waterhouse Canada Inc. | 37.18K | Sep 30, 2025 | -1,191 | - |
| Mechanics Bank Trust Department | 37.18K | Sep 30, 2025 | -1,730 | - |
| WAYCROSS PARTNERS, LLC | 37.11K | Sep 30, 2025 | - | - |
| Exchange Bank | 37.00K | Sep 30, 2025 | +2.73K | - |
| Charter Capital Management, LLC\DE | 36.76K | Sep 30, 2025 | +1.89K | - |
| Merkkuri Wealth Advisors LLC | 36.62K | Sep 30, 2025 | +3.33K | - |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 36.42K | Sep 30, 2025 | +293 | - |
| Tradition Wealth Management, LLC | 36.30K | Sep 30, 2025 | -5,698 | - |
| MPS Loria Financial Planners, LLC | 36.14K | Sep 30, 2025 | +425 | - |
| Sincerus Advisory, LLC | 35.91K | Sep 30, 2025 | +4.10K | - |
| QUADRANT CAPITAL GROUP LLC | 35.69K | Sep 30, 2025 | +6.05K | - |
| Bedell Frazier Investment Counseling, LLC | 35.61K | Sep 30, 2025 | +10.69K | - |
| Bennett Associates Wealth Management | 35.25K | Sep 30, 2025 | +3.73K | - |
| Cheviot Value Management, LLC | 35.25K | Sep 30, 2025 | +349 | - |
| Financial Strategies Group, Inc. | 35.05K | Sep 30, 2025 | -851 | - |
| Wealth Management Associates, Inc. | 34.78K | Sep 30, 2025 | +1.84K | - |
| NYL Investors LLC | 34.68K | Sep 30, 2025 | -176 | - |
| PAYDEN & RYGEL | 34.54K | Sep 30, 2025 | +34.54K | - |
| Chandler Asset Management, Inc. | 34.48K | Sep 30, 2025 | +13.58K | - |
| LPWM LLC | 34.19K | Sep 30, 2025 | +1.59K | - |
| ADIRONDACK TRUST CO | 34.10K | Sep 30, 2025 | -647 | - |
| DAVIDSON TRUST CO | 33.63K | Sep 30, 2025 | +6.66K | - |
| ROCKLAND TRUST CO | 33.58K | Sep 30, 2025 | +33.58K | - |
| TFB Advisors LLC | 33.03K | Sep 30, 2025 | +4.32K | - |
| FineMark National Bank & Trust | 32.61K | Sep 30, 2025 | +9.36K | - |
| Simplicity Wealth,LLC | 32.60K | Sep 30, 2025 | -9,405 | - |
| VISTA INVESTMENT PARTNERS II, LLC | 32.53K | Sep 30, 2025 | -507 | - |
| Aletheian Wealth Advisors LLC | 32.43K | Sep 30, 2025 | - | - |
| SMITH, MOORE & CO. | 32.42K | Sep 30, 2025 | -3,635 | - |
| STERLING INVESTMENT ADVISORS LLC /ADV | 32.34K | Sep 30, 2025 | +1.29K | - |
| Granite Bay Wealth Management, LLC | 31.95K | Sep 30, 2025 | +2.85K | - |
| Gryphon Financial Partners LLC | 31.86K | Sep 30, 2025 | -614 | - |
| Midwest Trust Co | 31.66K | Sep 30, 2025 | -4,375 | - |
| Madrona Financial Services, LLC | 31.57K | Sep 30, 2025 | +1.36K | - |
| FAMILY WEALTH PARTNERS, LLC | 31.54K | Sep 30, 2025 | -287 | - |
| STOCK YARDS BANK & TRUST CO | 31.43K | Sep 30, 2025 | -512 | - |
| Oxinas Partners Wealth Management LLC | 31.33K | Sep 30, 2025 | +2.48K | - |
| Compass Financial Group, Inc. | 30.97K | Sep 30, 2025 | +45 | - |
| FIRST TRUST ADVISORS LP | 30.96K | Sep 30, 2025 | -334 | - |
| Wingate Wealth Advisors, Inc. | 30.94K | Sep 30, 2025 | +1.09K | - |
| Waldron Private Wealth LLC | 30.81K | Sep 30, 2025 | -11,220 | - |
| DecisionMap Wealth Management, LLC | 30.60K | Sep 30, 2025 | +701 | - |
| Northstar Advisory Group, LLC | 30.59K | Sep 30, 2025 | +1.29K | - |
| CAP Partners, LLC | 30.37K | Sep 30, 2025 | +5.28K | - |
| CGN Advisors LLC | 30.36K | Sep 30, 2025 | +893 | - |
| Global View Capital Management LLC | 30.32K | Sep 30, 2025 | +11.28K | - |
| Long Run Wealth Advisors, LLC | 30.20K | Sep 30, 2025 | -59,534 | - |
| Capital Advisory Group Advisory Services, LLC | 30.19K | Sep 30, 2025 | -506 | - |
| Alhambra Investment Partners LLC | 30.05K | Sep 30, 2025 | -379 | - |
| Bigelow Investment Advisors, LLC | 30.02K | Sep 30, 2025 | +3.07K | - |
| NDWM LLC | 29.99K | Sep 30, 2025 | +1.50K | - |
| Maia Wealth LLC | 29.99K | Sep 30, 2025 | -971 | - |
| Strategic Blueprint, LLC | 29.94K | Sep 30, 2025 | +12.69K | - |
| AMG National Trust Bank | 29.93K | Sep 30, 2025 | -997 | - |
| U.S. Capital Wealth Advisors, LLC | 29.90K | Sep 30, 2025 | +22.54K | - |
| Michels Family Financial, LLC | 29.55K | Sep 30, 2025 | +685 | - |
| Hickory Point Bank & Trust | 29.55K | Sep 30, 2025 | -925 | - |
| Prosperity Planning, Inc. | 29.52K | Sep 30, 2025 | +395 | - |
| Steel Peak Wealth Management LLC | 29.39K | Sep 30, 2025 | +25.19K | - |
| J.Safra Asset Management Corp | 29.24K | Sep 30, 2025 | +2.31K | - |
| Accredited Investors Inc. | 29.14K | Sep 30, 2025 | -563 | - |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28.99K | Sep 30, 2025 | +22.32K | - |
| Empirical Asset Management, LLC | 28.95K | Sep 30, 2025 | +11.73K | - |
| AMERICAN NATIONAL BANK | 28.80K | Sep 30, 2025 | +417 | - |
| United Community Bank | 28.78K | Sep 30, 2025 | +11.23K | - |
| FIRST INTERSTATE BANK | 28.40K | Sep 30, 2025 | -170 | - |
| Hoxton Planning & Management, LLC | 28.23K | Sep 30, 2025 | -1,551 | - |
| Mesirow Financial Investment Management, Inc. | 28.22K | Sep 30, 2025 | +3.43K | - |
| Asset Management Group, Inc. | 28.02K | Sep 30, 2025 | +252 | - |
| PETTYJOHN, WOOD & WHITE, INC | 27.85K | Sep 30, 2025 | +680 | - |
| Soltis Investment Advisors LLC | 27.84K | Sep 30, 2025 | +2.94K | - |
| Atwater Malick LLC | 27.63K | Sep 30, 2025 | +7.03K | - |
| Patten Group, Inc. | 27.62K | Sep 30, 2025 | +4.11K | - |
| TOTAL INVESTMENT MANAGEMENT INC | 27.61K | Sep 30, 2025 | -537 | - |
| PRIVATE TRUST CO NA | 27.51K | Sep 30, 2025 | -5,267 | - |
| SYM FINANCIAL Corp | 27.32K | Sep 30, 2025 | +3.37K | - |
| Triad Wealth Partners, LLC | 27.24K | Sep 30, 2025 | +1.63K | - |
| Delos Wealth Advisors, LLC | 27.19K | Sep 30, 2025 | +2.50K | - |
| EFG Asset Management (Americas) Corp. | 27.15K | Sep 30, 2025 | -5,910 | - |
| Westfuller Advisors, LLC | 27.13K | Sep 30, 2025 | +20.13K | - |
| Retirement Systems of Alabama | 27.11K | Sep 30, 2025 | +1.43K | - |
| RIK SAYLOR FINANCIAL, INC. | 26.71K | Sep 30, 2025 | -44 | - |
| Stewardship Advisors, LLC | 26.57K | Sep 30, 2025 | +1.49K | - |
| SURIENCE PRIVATE WEALTH LLC | 26.57K | Sep 30, 2025 | +26.57K | - |
| Discipline Wealth Solutions, LLC | 26.55K | Sep 30, 2025 | +8.16K | - |
| Stockman Wealth Management, Inc. | 26.51K | Sep 30, 2025 | +5.51K | - |
| Occidental Asset Management, LLC | 26.51K | Sep 30, 2025 | +503 | - |
| Fairway Wealth LLC | 26.50K | Sep 30, 2025 | +654 | - |
| SC&H Financial Advisors, Inc. | 26.38K | Sep 30, 2025 | +4.03K | - |
| Beaumont Capital Management, LLC | 26.38K | Sep 30, 2025 | +527 | - |
| Envision Financial LLC | 26.37K | Sep 30, 2025 | +3.57K | - |
| Cooksen Wealth, LLC | 26.27K | Sep 30, 2025 | +1.26K | - |
| Meridian Wealth Management, LLC | 26.20K | Sep 30, 2025 | +6.07K | - |
| DENALI ADVISORS LLC | 26.16K | Sep 30, 2025 | -2,893 | - |
| Lionsbridge Wealth Management LLC | 25.91K | Sep 30, 2025 | -41,039 | - |
| Riverview Trust Co | 25.82K | Sep 30, 2025 | - | - |
| Cherry Tree Wealth Management, LLC | 25.75K | Sep 30, 2025 | -138 | - |
| Cypress Capital Group | 25.73K | Sep 30, 2025 | +1.95K | - |
| Capitolis Liquid Global Markets LLC | 25.40K | Sep 30, 2025 | -89,000 | - |
| Running Point Capital Advisors, LLC | 25.25K | Sep 30, 2025 | +1.55K | - |
| Cyndeo Wealth Partners, LLC | 25.16K | Sep 30, 2025 | +1.71K | - |
| Mach-1 Financial Group, LLC | 25.07K | Sep 30, 2025 | +25.07K | - |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 25.07K | Sep 30, 2025 | +1.20K | - |
| Turn8 Private Wealth Inc. | 25.05K | Sep 30, 2025 | -3,764 | - |
| McNaughton Wealth Management, LLC | 24.99K | Sep 30, 2025 | +200 | - |
| Core Wealth Management, Inc. | 24.86K | Sep 30, 2025 | -1,824 | - |
| Measured Wealth Private Client Group, LLC | 24.85K | Sep 30, 2025 | -275 | - |
| NTV ASSET MANAGEMENT LLC | 24.81K | Sep 30, 2025 | +1.79K | - |
| Financial Services Advisory Inc | 24.70K | Sep 30, 2025 | +14.66K | - |
| Christensen, King & Associates Investment Services, Inc. | 24.68K | Sep 30, 2025 | +199 | - |
| AUA CAPITAL MANAGEMENT, LLC | 24.65K | Sep 30, 2025 | -310 | - |
| Financial Freedom, LLC | 24.64K | Sep 30, 2025 | -1,160 | - |
| LCNB CORP | 24.48K | Sep 30, 2025 | +1.93K | - |
| Austin Wealth Management, LLC | 24.39K | Sep 30, 2025 | - | - |
| Invera Wealth Advisors, LLC | 24.36K | Sep 30, 2025 | +112 | - |
| Wilshire Advisors LLC | 24.04K | Sep 30, 2025 | +11.96K | - |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24.00K | Sep 30, 2025 | - | - |
| INVESTMENT HOUSE LLC | 23.97K | Sep 30, 2025 | +16.05K | - |
| SouthState Corp | 23.91K | Sep 30, 2025 | +1.90K | - |
| Koshinski Asset Management, Inc. | 23.67K | Sep 30, 2025 | +7.04K | - |
| C2C Wealth Management, LLC | 23.34K | Sep 30, 2025 | - | - |
| United Asset Strategies, Inc. | 23.32K | Sep 30, 2025 | +1.80K | - |
| Private Wealth Asset Management, LLC | 23.17K | Sep 30, 2025 | -294 | - |
| North Berkeley Wealth Management, LLC | 22.95K | Sep 30, 2025 | -673 | - |
| Ascent Wealth Partners, LLC | 22.90K | Sep 30, 2025 | +1.46K | - |
| CENTRAL TRUST Co | 22.76K | Sep 30, 2025 | +8.72K | - |
| Core Wealth Partners LLC | 22.70K | Sep 30, 2025 | +2.75K | - |
| McAdam, LLC | 22.63K | Sep 30, 2025 | -831 | - |
| ALESCO ADVISORS LLC | 22.59K | Sep 30, 2025 | -449 | - |
| Aviance Capital Partners, LLC | 22.46K | Sep 30, 2025 | +1.25K | - |
| PINNACLE ASSOCIATES LTD | 22.44K | Sep 30, 2025 | -425 | - |
| Retirement Wealth Solutions LLC | 22.42K | Sep 30, 2025 | +19 | - |
| Axis Wealth Partners, LLC | 22.19K | Sep 30, 2025 | +1.08K | - |
| WealthShield Partners, LLC | 22.12K | Sep 30, 2025 | -6,802 | - |
| Security Financial Services, INC. | 22.11K | Sep 30, 2025 | -5,980 | - |
| Larson Financial Group LLC | 22.08K | Sep 30, 2025 | +1.79K | - |
| FIRST FINANCIAL BANKSHARES INC | 22.07K | Sep 30, 2025 | +22.07K | - |
| Aries Wealth Management | 22.04K | Sep 30, 2025 | +550 | - |
| Advocacy Wealth Management Services, LLC | 21.97K | Sep 30, 2025 | - | - |
| LongView Wealth Management | 21.94K | Sep 30, 2025 | +6.44K | - |
| Landing Point Financial Group, LLC | 21.90K | Sep 30, 2025 | +21.90K | - |
| Auour Investments LLC | 21.84K | Sep 30, 2025 | +4.29K | - |
| Iowa State Bank | 21.73K | Sep 30, 2025 | +21.73K | - |
| Choate Investment Advisors | 21.68K | Sep 30, 2025 | +14.94K | - |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 21.65K | Sep 30, 2025 | -161 | - |
| THOMPSON SIEGEL & WALMSLEY LLC | 21.53K | Sep 30, 2025 | +8 | - |
| Moss Adams Wealth Advisors LLC | 21.45K | Sep 30, 2025 | -271 | - |
| WEST MICHIGAN ADVISORS, LLC | 21.37K | Sep 30, 2025 | +1.61K | - |
| Pointe Capital Management LLC | 21.13K | Sep 30, 2025 | +11.31K | - |
| Gladstone Institutional Advisory LLC | 21.02K | Sep 30, 2025 | -1,565 | - |
| BECKER CAPITAL MANAGEMENT INC | 20.78K | Sep 30, 2025 | - | - |
| L.K. Benson & Company, P.C. | 20.69K | Sep 30, 2025 | +2.06K | - |
| Voya Financial Advisors, Inc. | 20.64K | Sep 30, 2025 | +2.26K | - |
| BOK Financial Private Wealth, Inc. | 20.61K | Sep 30, 2025 | -1,650 | - |
| HOLLENCREST CAPITAL MANAGEMENT | 20.49K | Sep 30, 2025 | -5,554 | - |
| JMG Financial Group, Ltd. | 20.43K | Sep 30, 2025 | +1.19K | - |
| GSB Wealth Management, LLC | 20.38K | Sep 30, 2025 | +385 | - |
| Diligent Investors, LLC | 20.32K | Sep 30, 2025 | -1,897 | - |
| Boyd Wealth Management, LLC | 20.09K | Sep 30, 2025 | -331,486 | - |
| Chris Bulman Inc | 19.74K | Sep 30, 2025 | -6,221 | - |
| ORRSTOWN FINANCIAL SERVICES INC | 19.69K | Sep 30, 2025 | +442 | - |
| Heritage Wealth Management, Inc. | 19.63K | Sep 30, 2025 | +2.32K | - |
| Tower Research Capital LLC (TRC) | 19.61K | Sep 30, 2025 | -146,023 | - |
| Trilogy Capital Inc. | 19.59K | Sep 30, 2025 | -62 | - |
| Lake Hills Wealth Management, LLC | 19.53K | Sep 30, 2025 | +515 | - |
| Integrated Investment Consultants, LLC | 19.52K | Sep 30, 2025 | -86 | - |
| NVWM, LLC | 19.43K | Sep 30, 2025 | +1.29K | - |
| Gallagher Fiduciary Advisors, LLC | 19.23K | Sep 30, 2025 | -1,393,547 | - |
| Skyline Advisors, Inc. | 19.08K | Sep 30, 2025 | +232 | - |
| Consolidated Portfolio Review Corp | 19.06K | Sep 30, 2025 | -435 | - |
| LAZARI CAPITAL MANAGEMENT, INC. | 18.96K | Sep 30, 2025 | -444 | - |
| Register Financial Advisors LLC | 18.87K | Sep 30, 2025 | +1.67K | - |
| Range Financial Group LLC | 18.86K | Sep 30, 2025 | +433 | - |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18.77K | Sep 30, 2025 | +241 | - |
| Ballast, Inc. | 18.75K | Sep 30, 2025 | +546 | - |
| Wealth Dimensions Group, Ltd. | 18.75K | Sep 30, 2025 | +420 | - |
| Balboa Wealth Partners | 18.62K | Sep 30, 2025 | +734 | - |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.62K | Sep 30, 2025 | +1.33K | - |
| Sierra Capital LLC | 18.61K | Sep 30, 2025 | +515 | - |
| Vawter Financial, Ltd. | 18.59K | Sep 30, 2025 | +18.59K | - |
| Intelligence Driven Advisers, LLC | 18.16K | Sep 30, 2025 | +288 | - |
| DEARBORN PARTNERS LLC | 18.08K | Sep 30, 2025 | +2.70K | - |
| Optivise Advisory Services LLC | 17.98K | Sep 30, 2025 | -9,777 | - |
| Clarity Financial LLC | 17.93K | Sep 30, 2025 | +1.63K | - |
| Inscription Capital, LLC | 17.92K | Sep 30, 2025 | +9.33K | - |
| WELCH & FORBES LLC | 17.82K | Sep 30, 2025 | +2.64K | - |
| MISSION WEALTH MANAGEMENT, LP | 17.82K | Sep 30, 2025 | -4,938 | - |
| HBK Sorce Advisory LLC | 17.81K | Sep 30, 2025 | -682 | - |
| RBA Wealth Management, LLC | 17.70K | Sep 30, 2025 | +1.61K | - |
| Acropolis Investment Management, LLC | 17.68K | Sep 30, 2025 | +2.12K | - |
| CPR Investments Inc. | 17.68K | Sep 30, 2025 | +3.92K | - |
| Ignite Planners, LLC | 17.50K | Sep 30, 2025 | -726 | - |
| October Effect Ltd | 17.49K | Sep 30, 2025 | +419 | - |
| Bellwether Advisors, LLC | 17.42K | Sep 30, 2025 | +229 | - |
| Halter Ferguson Financial Inc. | 17.30K | Sep 30, 2025 | +334 | - |
| CULBERTSON A N & CO INC | 17.20K | Sep 30, 2025 | -665 | - |
| BESSEMER GROUP INC | 17.13K | Sep 30, 2025 | +2.95K | - |
| Sepio Capital, LP | 17.07K | Sep 30, 2025 | +2.21K | - |
| Heritage Wealth Management, Inc. /CA/ | 17.07K | Sep 30, 2025 | +1.01K | - |
| Navigation Wealth Management, Inc. | 16.95K | Sep 30, 2025 | +2.70K | - |
| Net Worth Advisory Group | 16.94K | Sep 30, 2025 | -5,270 | - |
| Vannoy Advisory Group, Inc. | 16.91K | Sep 30, 2025 | +205 | - |
| FSA Investment Group, LLC | 16.81K | Sep 30, 2025 | -685 | - |
| BOURGEON CAPITAL MANAGEMENT LLC | 16.77K | Sep 30, 2025 | +915 | - |
| CAHABA WEALTH MANAGEMENT, INC. | 16.71K | Sep 30, 2025 | -1,526,643 | - |
| CLUNE & ASSOCIATES, LTD. | 16.69K | Sep 30, 2025 | +652 | - |
| WestHill Financial Advisors, Inc. | 16.66K | Sep 30, 2025 | +1.32K | - |
| Wealth Alliance Advisory Group, LLC | 16.65K | Sep 30, 2025 | +1.82K | - |
| Carrera Capital Advisors | 16.62K | Sep 30, 2025 | +1.51K | - |
| Beacon Bridge Wealth Partners, LLC | 16.59K | Sep 30, 2025 | +115 | - |
| SENTINEL WEALTH MANAGEMENT, INC. | 16.51K | Sep 30, 2025 | +1.82K | - |
| Dixon Mitchell Investment Counsel Inc. | 16.50K | Sep 30, 2025 | +893 | - |
| Hayek Kallen Investment Management | 16.47K | Sep 30, 2025 | -75 | - |
| Miller Financial Services LLC | 16.43K | Sep 30, 2025 | -51 | - |
| Bakala Capital Management LLC | 16.37K | Sep 30, 2025 | +663 | - |
| American Investment Services, Inc. | 16.32K | Sep 30, 2025 | +1.43K | - |
| Optiver Holding B.V. | 16.29K | Sep 30, 2025 | +16.29K | - |
| Ironwood Investment Counsel, LLC | 16.25K | Sep 30, 2025 | -2,346 | - |
| Carr Financial Group Corp | 15.95K | Sep 30, 2025 | -545 | - |
| Transamerica Financial Advisors, Inc. | 15.91K | Sep 30, 2025 | +833 | - |
| Atlantic Union Bankshares Corp | 15.87K | Sep 30, 2025 | -3,316 | - |
| Fonville Wealth Management LLC | 15.87K | Sep 30, 2025 | +1.21K | - |
| Nilsine Partners, LLC | 15.80K | Sep 30, 2025 | -1,469 | - |
| NOMURA ASSET MANAGEMENT CO LTD | 15.77K | Sep 30, 2025 | -11,850 | - |
| Edgemoor Investment Advisors, Inc. | 15.72K | Sep 30, 2025 | -6,725 | - |
| Ballentine Partners, LLC | 15.68K | Sep 30, 2025 | - | - |
| Schiavi & Co LLC | 15.52K | Sep 30, 2025 | - | - |
| BEAM WEALTH ADVISORS, INC. | 15.47K | Sep 30, 2025 | -3,157 | - |
| FIRST NATIONAL TRUST CO | 15.42K | Sep 30, 2025 | +1.79K | - |
| Jump Financial, LLC | 15.40K | Sep 30, 2025 | +15.40K | - |
| Pinnacle Bancorp, Inc. | 15.39K | Sep 30, 2025 | +329 | - |
| Capital Analysts, LLC | 15.24K | Sep 30, 2025 | +5.32K | - |
| SlateStone Wealth, LLC | 15.12K | Sep 30, 2025 | -2,650 | - |
| Kohmann Bosshard Financial Services, LLC | 15.06K | Sep 30, 2025 | +281 | - |
| MCDONALD PARTNERS LLC | 15.03K | Sep 30, 2025 | +1.43K | - |
| XTX Topco Ltd | 14.99K | Sep 30, 2025 | +14.99K | - |
| AQR CAPITAL MANAGEMENT LLC | 14.96K | Sep 30, 2025 | +10.37K | - |
| GRIES FINANCIAL LLC | 14.96K | Sep 30, 2025 | -33 | - |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14.95K | Sep 30, 2025 | -1,973 | - |
| MAGNOLIA CAPITAL ADVISORS LLC | 14.92K | Sep 30, 2025 | -50 | - |
| CRUX WEALTH ADVISORS | 14.89K | Sep 30, 2025 | -2,026 | - |
| Arkadios Wealth Advisors | 14.83K | Sep 30, 2025 | +2.07K | - |
| BFSG, LLC | 14.83K | Sep 30, 2025 | +8.78K | - |
| Archvest Wealth Advisors, Inc. | 14.62K | Sep 30, 2025 | -3,051 | - |
| Litman Gregory Wealth Management LLC | 14.60K | Sep 30, 2025 | -390 | - |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 14.55K | Sep 30, 2025 | -837 | - |
| Alpha Cubed Investments, LLC | 14.47K | Sep 30, 2025 | -49 | - |
| New England Private Wealth Advisors LLC | 14.46K | Sep 30, 2025 | - | - |
| Retireful, LLC | 14.28K | Sep 30, 2025 | +14.28K | - |
| Objective Capital Management, LLC | 14.27K | Sep 30, 2025 | +231 | - |
| Pathway Financial Advisors LLC | 14.26K | Sep 30, 2025 | +109 | - |
| Apella Capital, LLC | 14.24K | Sep 30, 2025 | +14.24K | - |
| SAX WEALTH ADVISORS, LLC | 14.19K | Sep 30, 2025 | -1,643 | - |
| TUDOR INVESTMENT CORP ET AL | 14.14K | Sep 30, 2025 | +6.42K | - |
| Horizons Wealth Management | 14.09K | Sep 30, 2025 | +958 | - |
| One Wealth Advisors, LLC | 14.02K | Sep 30, 2025 | +6.00K | - |
| RMB Capital Management, LLC | 13.99K | Sep 30, 2025 | +250 | - |
| HOWLAND CAPITAL MANAGEMENT LLC | 13.95K | Sep 30, 2025 | -1,176 | - |
| Alpha Financial Advisors, LLC | 13.90K | Sep 30, 2025 | +165 | - |
| Private Wealth Group, LLC | 13.89K | Sep 30, 2025 | +927 | - |
| DAYMARK WEALTH PARTNERS, LLC | 13.82K | Sep 30, 2025 | -189 | - |
| Cascade Financial Partners, LLC | 13.80K | Sep 30, 2025 | +7 | - |
| GWN SECURITIES INC. | 13.78K | Sep 30, 2025 | +1.07K | - |
| Advyzon Investment Management, LLC | 13.76K | Sep 30, 2025 | +5.26K | - |
| Rather & Kittrell, Inc. | 13.75K | Sep 30, 2025 | -4,369 | - |
| Strategic Wealth Partners, Ltd. | 13.55K | Sep 30, 2025 | +1.21K | - |
| Capital Investment Advisors, LLC | 13.50K | Sep 30, 2025 | +818 | - |
| Presidio Capital Management, LLC | 13.46K | Sep 30, 2025 | -484 | - |
| ALTFEST L J & CO INC | 13.32K | Sep 30, 2025 | +401 | - |
| Pinnacle Wealth Management Advisory Group, LLC | 13.16K | Sep 30, 2025 | +75 | - |
| CONWAY CAPITAL MANAGEMENT, INC. | 13.04K | Sep 30, 2025 | - | - |
| NICOLET ADVISORY SERVICES, LLC | 13.02K | Sep 30, 2025 | +910 | - |
| Ariadne Wealth Management, LP | 12.98K | Sep 30, 2025 | - | - |
| Phillips Wealth Planners LLC | 12.85K | Sep 30, 2025 | +317 | - |
| GARRISON POINT ADVISORS, LLC | 12.79K | Sep 30, 2025 | -790 | - |
| TruNorth Capital Management, LLC | 12.76K | Sep 30, 2025 | +2.50K | - |
| BROOKS, MOORE & ASSOCIATES, INC. | 12.60K | Sep 30, 2025 | - | - |
| FOCUS Wealth Advisors, LLC | 12.60K | Sep 30, 2025 | - | - |
| Forza Wealth Management, LLC | 12.59K | Sep 30, 2025 | +250 | - |
| Coppell Advisory Solutions LLC | 12.56K | Sep 30, 2025 | +2.12K | - |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.54K | Sep 30, 2025 | +12.54K | - |
| Davies Financial Advisors, Inc. | 12.54K | Sep 30, 2025 | -423 | - |
| MFA Wealth Services | 12.53K | Sep 30, 2025 | -188 | - |
| EWG Elevate Inc. | 12.43K | Sep 30, 2025 | +3.71K | - |
| Americana Partners, LLC | 12.40K | Sep 30, 2025 | +7.66K | - |
| AFFINITY INVESTMENT ADVISORS, LLC | 12.39K | Sep 30, 2025 | +500 | - |
| Fermata Advisors, LLC | 12.38K | Sep 30, 2025 | +172 | - |
| INGALLS & SNYDER LLC | 12.37K | Sep 30, 2025 | +31 | - |
| Princeton Global Asset Management LLC | 12.36K | Sep 30, 2025 | -83 | - |
| SIMON QUICK ADVISORS, LLC | 12.30K | Sep 30, 2025 | +70 | - |
| Rockbridge Investment Management, LCC | 12.27K | Sep 30, 2025 | -27 | - |
| STEVENS CAPITAL PARTNERS | 12.26K | Sep 30, 2025 | -1,484 | - |
| Weil Company, Inc. | 12.25K | Sep 30, 2025 | +3.08K | - |
| Dorsey & Whitney Trust CO LLC | 12.23K | Sep 30, 2025 | - | - |
| King Wealth | 12.21K | Sep 30, 2025 | -252 | - |
| SOUTH PLAINS FINANCIAL, INC. | 12.16K | Sep 30, 2025 | - | - |
| Dunhill Financial, LLC | 12.06K | Sep 30, 2025 | -7,546 | - |
| Western Wealth Management, LLC | 11.96K | Sep 30, 2025 | +412 | - |
| BBR PARTNERS, LLC | 11.95K | Sep 30, 2025 | - | - |
| Ameritas Advisory Services, LLC | 11.89K | Sep 30, 2025 | -6,813 | - |
| Aptus Capital Advisors, LLC | 11.87K | Sep 30, 2025 | -13,346 | - |
| Tennessee Valley Asset Management Partners | 11.80K | Sep 30, 2025 | +5.76K | - |
| VisionPoint Advisory Group, LLC | 11.76K | Sep 30, 2025 | -6,189 | - |
| Worth Asset Management, LLC | 11.72K | Sep 30, 2025 | -994 | - |
| McLean Asset Management Corp | 11.70K | Sep 30, 2025 | -13,762 | - |
| ARMSTRONG ADVISORY GROUP, INC | 11.63K | Sep 30, 2025 | +1.09K | - |
| Mainsail Financial Group, LLC | 11.61K | Sep 30, 2025 | -1,695 | - |
| Avondale Wealth Management | 11.56K | Sep 30, 2025 | -4,871 | - |
| Providence Capital Advisors, LLC | 11.55K | Sep 30, 2025 | +521 | - |
| Procyon Advisors, LLC | 11.54K | Sep 30, 2025 | -375 | - |
| Cadent Capital Advisors, LLC | 11.46K | Sep 30, 2025 | +11.46K | - |
| Alliance Wealth Advisors, LLC /UT | 11.37K | Sep 30, 2025 | +2.11K | - |
| TRUST CO OF VIRGINIA /VA | 11.33K | Sep 30, 2025 | - | - |
| Coastal Investment Advisors, Inc. | 11.33K | Sep 30, 2025 | +105 | - |
| TME FINANCIAL, INC. | 11.33K | Sep 30, 2025 | +568 | - |
| Summit Financial Consulting LLC | 11.31K | Sep 30, 2025 | -52 | - |
| Yukon Wealth Management, Inc. | 11.28K | Sep 30, 2025 | - | - |
| HORAN Wealth, LLC | 11.28K | Sep 30, 2025 | +11.28K | - |
| Sage Mountain Advisors LLC | 11.24K | Sep 30, 2025 | -2,156 | - |
| V2 Financial group LLC | 11.22K | Sep 30, 2025 | -7 | - |
| Thrive Wealth Management, LLC | 11.21K | Sep 30, 2025 | -19,278 | - |
| SHEETS SMITH WEALTH MANAGEMENT | 11.17K | Sep 30, 2025 | +305 | - |
| LifeGoal Wealth Advisors | 11.15K | Sep 30, 2025 | -1,644 | - |
| Premier Path Wealth Partners, LLC | 11.13K | Sep 30, 2025 | +806 | - |
| Fairvoy Private Wealth, LLC | 11.12K | Sep 30, 2025 | -367 | - |
| Fountainhead AM, LLC | 11.11K | Sep 30, 2025 | +2.39K | - |
| Gladwyn Financial Advisors, Inc. | 11.11K | Sep 30, 2025 | +334 | - |
| Noble Family Wealth, LLC | 11.11K | Sep 30, 2025 | -11 | - |
| Neuberger Berman Group LLC | 11.10K | Sep 30, 2025 | +3.14K | - |
| Avion Wealth | 11.06K | Sep 30, 2025 | -201 | - |
| TSFG, LLC | 10.99K | Sep 30, 2025 | -25 | - |
| Connecticut Wealth Management, LLC | 10.98K | Sep 30, 2025 | -4,489 | - |
| Aprio Wealth Management, LLC | 10.97K | Sep 30, 2025 | +114 | - |
| PACIFIC FINANCIAL GROUP INC | 10.96K | Sep 30, 2025 | -41 | - |
| Abundance Wealth Counselors | 10.95K | Sep 30, 2025 | - | - |
| Red Tortoise LLC | 10.93K | Sep 30, 2025 | +67 | - |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10.90K | Sep 30, 2025 | +1.44K | - |
| Fortress Wealth Group, LLC | 10.80K | Sep 30, 2025 | +1.64K | - |
| Brendel Financial Advisors LLC | 10.80K | Sep 30, 2025 | +10.80K | - |
| PineBridge Investments, L.P. | 10.71K | Sep 30, 2025 | - | - |
| Lifeworks Advisors, LLC | 10.65K | Sep 30, 2025 | -304 | - |
| Quest 10 Wealth Builders, Inc. | 10.58K | Sep 30, 2025 | -475 | - |
| BridgePort Financial Solutions, LLC | 10.54K | Sep 30, 2025 | +309 | - |
| GREEN SQUARE CAPITAL ADVISORS LLC | 10.54K | Sep 30, 2025 | - | - |
| WETHERBY ASSET MANAGEMENT INC | 10.50K | Sep 30, 2025 | +2.39K | - |
| Ellis Investment Partners, LLC | 10.45K | Sep 30, 2025 | -657 | - |
| Kampmann Melissa S. | 10.41K | Sep 30, 2025 | +40 | - |
| NBT BANK N A /NY | 10.38K | Sep 30, 2025 | -72,057 | - |
| FIDUCIARY FINANCIAL GROUP, LLC | 10.37K | Sep 30, 2025 | +2.11K | - |
| Alteri Wealth LLC | 10.37K | Sep 30, 2025 | +2.97K | - |
| BTC Capital Management, Inc. | 10.35K | Sep 30, 2025 | - | - |
| Brookmont Capital Management | 10.32K | Sep 30, 2025 | -1,613 | - |
| Sharkey, Howes & Javer | 10.26K | Sep 30, 2025 | -392 | - |
| Watts Gwilliam & Co., LLC | 10.16K | Sep 30, 2025 | - | - |
| Advisory Alpha, LLC | 10.07K | Sep 30, 2025 | +613 | - |
| Bowie Capital Management, LLC | 10.00K | Sep 30, 2025 | - | - |
| Hilltop Holdings Inc. | 9.95K | Sep 30, 2025 | -100 | - |
| Perennial Investment Advisors, LLC | 9.95K | Sep 30, 2025 | +425 | - |
| Smith Thornton Advisors LLC | 9.93K | Sep 30, 2025 | +45 | - |
| Walkner Condon Financial Advisors LLC | 9.91K | Sep 30, 2025 | +9.91K | - |
| Badgley Phelps Wealth Managers, LLC | 9.91K | Sep 30, 2025 | - | - |
| Rinkey Investments | 9.88K | Sep 30, 2025 | -303 | - |
| Ambassador Advisors, LLC | 9.87K | Sep 30, 2025 | +9.87K | - |
| Madison Wealth Partners, Inc | 9.86K | Sep 30, 2025 | +1.19K | - |
| Bond & Devick Financial Network, Inc. | 9.85K | Sep 30, 2025 | +228 | - |
| CoreCap Advisors, LLC | 9.84K | Sep 30, 2025 | -73 | - |
| ALM First Financial Advisors, LLC | 9.77K | Sep 30, 2025 | - | - |
| Per Stirling Capital Management, LLC. | 9.76K | Sep 30, 2025 | +10 | - |
| Total Wealth Planning, LLC | 9.75K | Sep 30, 2025 | +471 | - |
| Investment Advisory Group, LLC | 9.74K | Sep 30, 2025 | +1.57K | - |
| Fundamentum, LLC | 9.64K | Sep 30, 2025 | -130 | - |
| Revolve Wealth Partners, LLC | 9.62K | Sep 30, 2025 | +204 | - |
| Flaharty Asset Management, LLC | 9.54K | Sep 30, 2025 | +1.51K | - |
| Holistic Planning, LLC | 9.53K | Sep 30, 2025 | -929 | - |
| NICOLET BANKSHARES INC | 9.49K | Sep 30, 2025 | +1.16K | - |
| PUREfi Wealth, LLC | 9.47K | Sep 30, 2025 | +528 | - |
| Five Oceans Advisors | 9.42K | Sep 30, 2025 | -844 | - |
| Addison Advisors LLC | 9.40K | Sep 30, 2025 | -101,558 | - |
| Fiera Capital Corp | 9.35K | Sep 30, 2025 | -466 | - |
| William Howard & Co Financial Advisors Inc | 9.34K | Sep 30, 2025 | - | - |
| Oak Harvest Investment Services | 9.31K | Sep 30, 2025 | +9.31K | - |
| OneAscent Financial Services LLC | 9.30K | Sep 30, 2025 | -236 | - |
| Virtue Capital Management, LLC | 9.30K | Sep 30, 2025 | -110 | - |
| Apollon Financial, LLC | 9.28K | Sep 30, 2025 | -1,097 | - |
| Tolleson Wealth Management, Inc. | 9.25K | Sep 30, 2025 | -373 | - |
| AGF MANAGEMENT LTD | 9.20K | Sep 30, 2025 | - | - |
| CHILDRESS CAPITAL ADVISORS, LLC | 9.16K | Sep 30, 2025 | +730 | - |
| Gateway Wealth Partners, LLC | 9.05K | Sep 30, 2025 | -444 | - |
| VestGen Advisors, LLC | 9.05K | Sep 30, 2025 | -40 | - |
| Blue Fin Capital, Inc. | 9.04K | Sep 30, 2025 | -207 | - |
| HighMark Wealth Management LLC | 8.94K | Sep 30, 2025 | -142 | - |
| ATLANTIC FAMILY WEALTH, LLC | 8.92K | Sep 30, 2025 | +1.94K | - |
| SAGE FINANCIAL GROUP INC | 8.92K | Sep 30, 2025 | +254 | - |
| Finley Financial, LLC | 8.91K | Sep 30, 2025 | +700 | - |
| Beacon Financial Advisory LLC | 8.91K | Sep 30, 2025 | +1.67K | - |
| Sovereign Financial Group, Inc. | 8.85K | Sep 30, 2025 | -1,357 | - |
| Stone House Investment Management, LLC | 8.85K | Sep 30, 2025 | -415 | - |
| HRC WEALTH MANAGEMENT, LLC | 8.84K | Sep 30, 2025 | -229 | - |
| Carmel Capital Partners, LLC | 8.83K | Sep 30, 2025 | +538 | - |
| International Private Wealth Advisors LLC | 8.83K | Sep 30, 2025 | -88 | - |
| W.G. Shaheen & Associates DBA Whitney & Co | 8.80K | Sep 30, 2025 | +875 | - |
| Reyes Financial Architecture, Inc. | 8.79K | Sep 30, 2025 | - | - |
| UMB Bank, n.a. | 8.77K | Sep 30, 2025 | -2,927 | - |
| WEDBUSH SECURITIES INC | 8.73K | Sep 30, 2025 | -791 | - |
| TCG Advisory Services, LLC | 8.72K | Sep 30, 2025 | +4.42K | - |
| Fidelis Capital Partners, LLC | 8.65K | Sep 30, 2025 | -479 | - |
| American Trust | 8.64K | Sep 30, 2025 | +1.76K | - |
| Rossby Financial, LCC | 8.58K | Sep 30, 2025 | +1.01K | - |
| Orin Green Financial, LLC | 8.56K | Sep 30, 2025 | -111 | - |
| Bison Wealth, LLC | 8.55K | Sep 30, 2025 | +79 | - |
| HANOVER ADVISORS INC | 8.54K | Sep 30, 2025 | +2.26K | - |
| Central Pacific Bank - Trust Division | 8.53K | Sep 30, 2025 | -48 | - |
| Orgel Wealth Management, LLC | 8.51K | Sep 30, 2025 | +497 | - |
| McElhenny Sheffield Capital Management, LLC | 8.48K | Sep 30, 2025 | -174 | - |
| Caprock Group, LLC | 8.47K | Sep 30, 2025 | +8.47K | - |
| PATRON PARTNERS, LLC | 8.45K | Sep 30, 2025 | - | - |
| HOGE FINANCIAL SERVICES, LLC | 8.41K | Sep 30, 2025 | +82 | - |
| Vested Financial Planning, LLC | 8.34K | Sep 30, 2025 | +1.92K | - |
| POTOMAC FUND MANAGEMENT INC /ADV | 8.32K | Sep 30, 2025 | -2 | - |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8.31K | Sep 30, 2025 | +938 | - |
| PITCAIRN CO | 8.28K | Sep 30, 2025 | -6,070 | - |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 8.23K | Sep 30, 2025 | -2,038 | - |
| Sound Income Strategies, LLC | 8.23K | Sep 30, 2025 | -2,759 | - |
| Clear Creek Financial Management, LLC | 8.22K | Sep 30, 2025 | +972 | - |
| C M BIDWELL & ASSOCIATES LTD | 8.20K | Sep 30, 2025 | +1.79K | - |
| Acorn Wealth Advisors, LLC | 8.13K | Sep 30, 2025 | +609 | - |
| Hanlon Investment Management, Inc. | 8.10K | Sep 30, 2025 | -304 | - |
| ARK & TLK INVESTMENTS, LLC | 8.09K | Sep 30, 2025 | +1.64K | - |
| Rock Point Advisors, LLC | 8.05K | Sep 30, 2025 | -99 | - |
| BRADY FAMILY WEALTH, LLC | 7.97K | Sep 30, 2025 | - | - |
| Genesee Capital Advisors, LLC | 7.95K | Sep 30, 2025 | -310 | - |
| CIBC Asset Management Inc | 7.94K | Sep 30, 2025 | -133 | - |
| ABLE Financial Group, LLC | 7.90K | Sep 30, 2025 | -1,705 | - |
| BRASADA CAPITAL MANAGEMENT, LP | 7.89K | Sep 30, 2025 | +171 | - |
| Physician Wealth Advisors, Inc. | 7.88K | Sep 30, 2025 | -746 | - |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7.87K | Sep 30, 2025 | +165 | - |
| Putney Financial Group LLC | 7.83K | Sep 30, 2025 | +7.83K | - |
| PENNINGTON PARTNERS & CO., LLC | 7.82K | Sep 30, 2025 | -43 | - |
| FIRETHORN WEALTH PARTNERS, LLC | 7.81K | Sep 30, 2025 | +7.81K | - |
| BRIGHTON JONES LLC | 7.79K | Sep 30, 2025 | -676 | - |
| ORG Partners LLC | 7.76K | Sep 30, 2025 | +84 | - |
| DOCK STREET ASSET MANAGEMENT INC | 7.73K | Sep 30, 2025 | +7.73K | - |
| Quartz Partners, LLC | 7.71K | Sep 30, 2025 | -1,963 | - |
| VERUS WEALTH MANAGEMENT, LLC | 7.71K | Sep 30, 2025 | -548 | - |
| Ethos Financial Group, LLC | 7.62K | Sep 30, 2025 | +239 | - |
| NWK Group, Inc. | 7.62K | Sep 30, 2025 | +2.20K | - |
| CJM Wealth Advisers, Ltd. | 7.62K | Sep 30, 2025 | +4.65K | - |
| TITLEIST ASSET MANAGEMENT, LLC | 7.62K | Sep 30, 2025 | +791 | - |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7.60K | Sep 30, 2025 | +7.60K | - |
| VAUGHAN & Co SECURITIES, INC. | 7.58K | Sep 30, 2025 | +1.04K | - |
| BWM Planning, LLC | 7.58K | Sep 30, 2025 | +791 | - |
| Level Financial Advisors, Inc. | 7.57K | Sep 30, 2025 | - | - |
| CIDEL ASSET MANAGEMENT INC | 7.57K | Sep 30, 2025 | - | - |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.55K | Sep 30, 2025 | - | - |
| Farrell Financial LLC | 7.55K | Sep 30, 2025 | -1,503 | - |
| Venture Visionary Partners LLC | 7.52K | Sep 30, 2025 | +1.40K | - |
| Eqis Capital Management, Inc. | 7.51K | Sep 30, 2025 | -185,343 | - |
| PSI Advisors, LLC | 7.41K | Sep 30, 2025 | +4.19K | - |
| MRP Capital Investments, LLC | 7.40K | Sep 30, 2025 | - | - |
| Quantinno Capital Management LP | 7.40K | Sep 30, 2025 | -6,023 | - |
| May Hill Capital, LLC | 7.36K | Sep 30, 2025 | -19,290 | - |
| Independent Wealth Network Inc. | 7.33K | Sep 30, 2025 | +888 | - |
| Nordwand Advisors, LLC | 7.30K | Sep 30, 2025 | +4.80K | - |
| Attessa Capital LLC | 7.26K | Sep 30, 2025 | +804 | - |
| Veracity Capital LLC | 7.26K | Sep 30, 2025 | +196 | - |
| Lee Financial Co | 7.25K | Sep 30, 2025 | -5,589 | - |
| Successful Portfolios LLC | 7.19K | Sep 30, 2025 | -249 | - |
| Federation des caisses Desjardins du Quebec | 7.14K | Sep 30, 2025 | +5.00K | - |
| TRANSCEND CAPITAL ADVISORS, LLC | 7.14K | Sep 30, 2025 | +2 | - |
| Finward Bancorp | 7.13K | Sep 30, 2025 | -2,060 | - |
| M1 Capital Management LLC | 7.12K | Sep 30, 2025 | +2.39K | - |
| Investure, LLC | 7.11K | Sep 30, 2025 | +363 | - |
| Strathmore Capital Advisors, Inc. | 7.06K | Sep 30, 2025 | +498 | - |
| Sunbelt Securities, Inc. | 7.05K | Sep 30, 2025 | -227 | - |
| Summa Corp. | 7.05K | Sep 30, 2025 | - | - |
| AUGUSTINE ASSET MANAGEMENT INC | 7.05K | Sep 30, 2025 | - | - |
| Mayflower Financial Advisors, LLC | 7.00K | Sep 30, 2025 | +27 | - |
| HFG Wealth Management, LLC | 6.97K | Sep 30, 2025 | +504 | - |
| Brookwood Investment Group LLC | 6.95K | Sep 30, 2025 | -12,442 | - |
| Dentgroup LLC | 6.93K | Sep 30, 2025 | +226 | - |
| MSH Capital Advisors LLC | 6.93K | Sep 30, 2025 | +450 | - |
| Centennial Bank/AR/ | 6.92K | Sep 30, 2025 | -375 | - |
| Guardian Partners Inc. | 6.91K | Sep 30, 2025 | -217 | - |
| Madden Advisory Services, Inc. | 6.90K | Sep 30, 2025 | +1.16K | - |
| MELFA WEALTH MANAGEMENT, LLC | 6.89K | Sep 30, 2025 | +515 | - |
| Tilson Financial Group, Inc. | 6.79K | Sep 30, 2025 | -78 | - |
| POSTROCK PARTNERS LLC | 6.78K | Sep 30, 2025 | - | - |
| WARNER FINANCIAL, INC | 6.78K | Sep 30, 2025 | +3 | - |
| Hobbs Group Advisors, LLC | 6.76K | Sep 30, 2025 | - | - |
| Genesis Wealth Advisors, LLC | 6.73K | Sep 30, 2025 | -25 | - |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.69K | Sep 30, 2025 | +47 | - |
| Carnegie Capital Asset Management, LLC | 6.69K | Sep 30, 2025 | -356 | - |
| Heritage Trust Co | 6.68K | Sep 30, 2025 | - | - |
| BEACON FINANCIAL GROUP | 6.68K | Sep 30, 2025 | -732 | - |
| Vigilare Wealth Management | 6.67K | Sep 30, 2025 | - | - |
| BlueStem Wealth Partners, LLC | 6.62K | Sep 30, 2025 | +774 | - |
| Ledyard National Bank | 6.61K | Sep 30, 2025 | -2,274 | - |
| Inman Jager Wealth Management, LLC | 6.59K | Sep 30, 2025 | - | - |
| Fortitude Advisory Group L.L.C. | 6.59K | Sep 30, 2025 | +296 | - |
| Jacobi Capital Management LLC | 6.59K | Sep 30, 2025 | +132 | - |
| Roger Wittlin Investment Advisory, LLC | 6.58K | Sep 30, 2025 | +64 | - |
| Shepherd Financial Partners LLC | 6.57K | Sep 30, 2025 | -313 | - |
| IMS Capital Management | 6.53K | Sep 30, 2025 | - | - |
| Retirement Planning Group | 6.53K | Sep 30, 2025 | -12 | - |
| Planned Solutions, Inc. | 6.51K | Sep 30, 2025 | +218 | - |
| PMG Wealth Management, Inc. | 6.50K | Sep 30, 2025 | +2.50K | - |
| MILESTONE ASSET MANAGEMENT, LLC | 6.49K | Sep 30, 2025 | -7,526 | - |
| Hilltop Partners LLC | 6.49K | Sep 30, 2025 | +235 | - |
| Latitude Advisors, LLC | 6.47K | Sep 30, 2025 | +71 | - |
| Cambridge Advisors Inc. | 6.46K | Sep 30, 2025 | - | - |
| PAX Financial Group, LLC | 6.41K | Sep 30, 2025 | +610 | - |
| PATTEN & PATTEN INC/TN | 6.37K | Sep 30, 2025 | -213 | - |
| Sonora Investment Management Group, LLC | 6.28K | Sep 30, 2025 | -10 | - |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6.27K | Sep 30, 2025 | +1.47K | - |
| Cornerstone Wealth Management, LLC | 6.26K | Sep 30, 2025 | -68 | - |
| Rialto Wealth Management, LLC | 6.25K | Sep 30, 2025 | -15,730 | - |
| Woodside Wealth Management LLC | 6.24K | Sep 30, 2025 | +104 | - |
| Berkeley Capital Partners, LLC | 6.24K | Sep 30, 2025 | +62 | - |
| Prairiewood Capital, LLC | 6.23K | Sep 30, 2025 | +585 | - |
| TRUEFG, LLC | 6.23K | Sep 30, 2025 | +282 | - |
| Financial Network Wealth Management LLC | 6.22K | Sep 30, 2025 | +6.22K | - |
| Bernardo Wealth Planning LLC | 6.22K | Sep 30, 2025 | +37 | - |
| MMA ASSET MANAGEMENT LLC | 6.21K | Sep 30, 2025 | -162 | - |
| ABOUND FINANCIAL, LLC | 6.20K | Sep 30, 2025 | -87 | - |
| PEAPACK GLADSTONE FINANCIAL CORP | 6.20K | Sep 30, 2025 | -613 | - |
| Bank Julius Baer & Co. Ltd, Zurich | 6.17K | Sep 30, 2025 | - | - |
| NorthRock Partners, LLC | 6.16K | Sep 30, 2025 | +4.93K | - |
| Crewe Advisors LLC | 6.15K | Sep 30, 2025 | - | - |
| ELEVATUS WELATH MANAGEMENT | 6.14K | Sep 30, 2025 | +2.56K | - |
| Uptown Financial Advisors LLC | 6.13K | Sep 30, 2025 | -41 | - |
| PLANWISER FINANCIAL, LLC | 6.10K | Sep 30, 2025 | -2,429 | - |
| VERUS CAPITAL PARTNERS, LLC | 6.06K | Sep 30, 2025 | +205 | - |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 6.03K | Sep 30, 2025 | -10,390 | - |
| Oak Wealth Advisors LLC | 6.03K | Sep 30, 2025 | +14 | - |
| Northwest Capital Management Inc | 6.02K | Sep 30, 2025 | -24,344 | - |
| ERTS Wealth Advisors, LLC | 6.01K | Sep 30, 2025 | - | - |
| Beta Wealth Group, Inc. | 5.99K | Sep 30, 2025 | +5.99K | - |
| Trek Financial, LLC | 5.88K | Sep 30, 2025 | +980 | - |
| Whitegate Investment Counselors, Inc. | 5.85K | Sep 30, 2025 | -2,096 | - |
| Winthrop Advisory Group LLC | 5.83K | Sep 30, 2025 | -252 | - |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 5.80K | Sep 30, 2025 | -276 | - |
| CALTON & ASSOCIATES, INC. | 5.80K | Sep 30, 2025 | -970 | - |
| ASSOCIATED BANC-CORP | 5.78K | Sep 30, 2025 | +3.07K | - |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.74K | Sep 30, 2025 | -471 | - |
| Moloney Securities Asset Management, LLC | 5.73K | Sep 30, 2025 | +276 | - |
| BKM Wealth Management, LLC | 5.71K | Sep 30, 2025 | +462 | - |
| Sterling Group Wealth Management, LLC | 5.70K | Sep 30, 2025 | - | - |
| Arlington Financial Advisors, LLC | 5.70K | Sep 30, 2025 | +5.70K | - |
| Asset Allocation & Management Company, LLC | 5.69K | Sep 30, 2025 | - | - |
| Partners in Financial Planning | 5.69K | Sep 30, 2025 | +16 | - |
| COURIER CAPITAL LLC | 5.67K | Sep 30, 2025 | -702 | - |
| Garden State Investment Advisory Services LLC | 5.63K | Sep 30, 2025 | -40 | - |
| Strategies Wealth Advisors, LLC | 5.60K | Sep 30, 2025 | -1,505 | - |
| Tradewinds, LLC. | 5.60K | Sep 30, 2025 | -27,699 | - |
| BANK HAPOALIM BM | 5.58K | Sep 30, 2025 | - | - |
| New Century Financial Group, LLC | 5.54K | Sep 30, 2025 | -11,726 | - |
| Leo Wealth, LLC | 5.53K | Sep 30, 2025 | +498 | - |
| City Center Advisors, LLC | 5.52K | Sep 30, 2025 | +1.03K | - |
| Seascape Capital Management | 5.51K | Sep 30, 2025 | - | - |
| Promus Capital, LLC | 5.47K | Sep 30, 2025 | -23 | - |
| Harvest Investment Services, LLC | 5.46K | Sep 30, 2025 | -45 | - |
| WHITTIER TRUST CO OF NEVADA INC | 5.45K | Sep 30, 2025 | -423 | - |
| ORG Wealth Partners, LLC | 5.44K | Sep 30, 2025 | +30 | - |
| B.O.S.S. Retirement Advisors, LLC | 5.43K | Sep 30, 2025 | -1,490 | - |
| Crescent Grove Advisors, LLC | 5.42K | Sep 30, 2025 | +2.33K | - |
| FAS Wealth Partners, Inc. | 5.37K | Sep 30, 2025 | -18 | - |
| PROFFITT & GOODSON INC | 5.37K | Sep 30, 2025 | -4 | - |
| Cadence Bank | 5.37K | Sep 30, 2025 | -28 | - |
| Strengthening Families & Communities, LLC | 5.37K | Sep 30, 2025 | +5.37K | - |
| COUNTRY CLUB BANK /GFN | 5.34K | Sep 30, 2025 | -70 | - |
| Summit Financial Strategies, Inc. | 5.33K | Sep 30, 2025 | -243 | - |
| Balanced Rock Investment Advisor | 5.31K | Sep 30, 2025 | -110 | - |
| Palisade Asset Management, LLC | 5.31K | Sep 30, 2025 | +359 | - |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5.24K | Sep 30, 2025 | +510 | - |
| Vontobel Holding Ltd. | 5.23K | Sep 30, 2025 | +425 | - |
| FINANCIAL CONSULATE, INC | 5.20K | Sep 30, 2025 | - | - |
| GFS Advisors, LLC | 5.20K | Sep 30, 2025 | - | - |
| ESG Planning | 5.16K | Sep 30, 2025 | +5.16K | - |
| Gen-Wealth Partners Inc | 5.13K | Sep 30, 2025 | +4.83K | - |
| SPROTT INC. | 5.12K | Sep 30, 2025 | -45 | - |
| Tidemark, LLC | 5.11K | Sep 30, 2025 | - | - |
| Gradient Capital Advisors, LLC | 5.09K | Sep 30, 2025 | -115 | - |
| Naviter Wealth, LLC | 5.08K | Sep 30, 2025 | -3,488 | - |
| Capital Advisors, Ltd. LLC | 5.06K | Sep 30, 2025 | +1.45K | - |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5.01K | Sep 30, 2025 | +1.99K | - |
| VISION FINANCIAL MARKETS LLC | 5.00K | Sep 30, 2025 | - | - |
| GSG Advisors LLC | 4.99K | Sep 30, 2025 | +39 | - |
| CHAPIN DAVIS, INC. | 4.99K | Sep 30, 2025 | +140 | - |
| Willis Johnson & Associates, Inc. | 4.96K | Sep 30, 2025 | +175 | - |
| Diversified Portfolios, Inc. | 4.94K | Sep 30, 2025 | -351 | - |
| MCF Advisors LLC | 4.93K | Sep 30, 2025 | -91 | - |
| Traynor Capital Management, Inc. | 4.92K | Sep 30, 2025 | -181 | - |
| Farrow Financial Inc. | 4.89K | Sep 30, 2025 | +728 | - |
| Astoria Portfolio Advisors LLC. | 4.88K | Sep 30, 2025 | +1.11K | - |
| DOVER ADVISORS, LLC | 4.82K | Sep 30, 2025 | -347 | - |
| Clare Market Investments LLC | 4.77K | Sep 30, 2025 | -147 | - |
| BOSTON RESEARCH & MANAGEMENT INC | 4.75K | Sep 30, 2025 | +50 | - |
| Continuum Advisory, LLC | 4.75K | Sep 30, 2025 | -446 | - |
| Hemington Wealth Management | 4.74K | Sep 30, 2025 | +20 | - |
| Dale Q Rice Investment Management Ltd | 4.73K | Sep 30, 2025 | -119 | - |
| BURNEY CO/ | 4.72K | Sep 30, 2025 | +14 | - |
| Y.D. More Investments Ltd | 4.70K | Sep 30, 2025 | +275 | - |
| Drucker Wealth 3.0, LLC | 4.68K | Sep 30, 2025 | -135 | - |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4.67K | Sep 30, 2025 | - | - |
| SONATA CAPITAL GROUP INC | 4.67K | Sep 30, 2025 | - | - |
| New World Advisors LLC | 4.66K | Sep 30, 2025 | -153 | - |
| Texas Yale Capital Corp. | 4.66K | Sep 30, 2025 | -1,840 | - |
| MBL Wealth, LLC | 4.64K | Sep 30, 2025 | -115 | - |
| VICTORY FINANCIAL GROUP, LLC | 4.63K | Sep 30, 2025 | -84 | - |
| ROMANO BROTHERS AND COMPANY | 4.62K | Sep 30, 2025 | +1.17K | - |
| TSA Wealth Managment LLC | 4.61K | Sep 30, 2025 | -737 | - |
| Guerra Advisors Inc | 4.60K | Sep 30, 2025 | -333 | - |
| POWER WEALTH MANAGEMENT LLC | 4.59K | Sep 30, 2025 | -281 | - |
| Haverford Trust Co | 4.59K | Sep 30, 2025 | - | - |
| RW Investment Management LLC | 4.52K | Sep 30, 2025 | -4 | - |
| Heritage Wealth Advisors | 4.51K | Sep 30, 2025 | +45 | - |
| BG Investment Services, Inc. | 4.51K | Sep 30, 2025 | -11,761 | - |
| Abel Hall, LLC | 4.50K | Sep 30, 2025 | -22 | - |
| HOWE & RUSLING INC | 4.50K | Sep 30, 2025 | +140 | - |
| INSPIRE TRUST CO, N.A. | 4.49K | Sep 30, 2025 | - | - |
| Gray Private Wealth, LLC | 4.48K | Sep 30, 2025 | +134 | - |
| Capital Investment Advisory Services, LLC | 4.47K | Sep 30, 2025 | -508 | - |
| Wells Financial Advisors INC | 4.42K | Sep 30, 2025 | -2,280 | - |
| Chancellor Financial Group WB LP | 4.40K | Sep 30, 2025 | +1 | - |
| KPP Advisory Services LLC | 4.39K | Sep 30, 2025 | -210 | - |
| Quadcap Wealth Management, LLC | 4.39K | Sep 30, 2025 | -46 | - |
| WOLVERINE TRADING, LLC | 4.38K | Sep 30, 2025 | +4.38K | - |
| Resurgent Financial Advisors LLC | 4.37K | Sep 30, 2025 | -9 | - |
| Advance Capital Management, Inc. | 4.35K | Sep 30, 2025 | -156 | - |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 4.32K | Sep 30, 2025 | +32 | - |
| MidAtlantic Capital Management, Inc. | 4.30K | Sep 30, 2025 | +43 | - |
| First Financial Bank - Trust Division | 4.28K | Sep 30, 2025 | -2,626 | - |
| Cottage Street Advisors LLC | 4.27K | Sep 30, 2025 | -19 | - |
| Axim Planning & Wealth | 4.26K | Sep 30, 2025 | +1.39K | - |
| Topsail Wealth Management, LLC | 4.23K | Sep 30, 2025 | +21 | - |
| Argent Trust Co | 4.22K | Sep 30, 2025 | +885 | - |
| Foundation Wealth Management, LLC\PA | 4.22K | Sep 30, 2025 | +892 | - |
| My Personal CFO, LLC | 4.22K | Sep 30, 2025 | +4.22K | - |
| Joel Isaacson & Co., LLC | 4.21K | Sep 30, 2025 | +375 | - |
| Traveka Wealth, LLC | 4.21K | Sep 30, 2025 | +4.21K | - |
| Atlanta Consulting Group Advisors, LLC | 4.21K | Sep 30, 2025 | +17 | - |
| LIFE LINE WEALTH MANAGEMENT LLC | 4.20K | Sep 30, 2025 | +41 | - |
| Wood Tarver Financial Group, LLC | 4.19K | Sep 30, 2025 | -170 | - |
| Hanson & Doremus Investment Management | 4.16K | Sep 30, 2025 | - | - |
| DEFINED WEALTH MANAGEMENT, LLC | 4.14K | Sep 30, 2025 | +286 | - |
| Johnson Bixby & Associates, LLC | 4.14K | Sep 30, 2025 | +4.14K | - |
| Kestra Investment Management, LLC | 4.14K | Sep 30, 2025 | +4.14K | - |
| 25 LLC | 4.12K | Sep 30, 2025 | - | - |
| Insight Wealth Partners, LLC | 4.12K | Sep 30, 2025 | -95 | - |
| Luminist Capital LLC | 4.12K | Sep 30, 2025 | +4.12K | - |
| Bogart Wealth, LLC | 4.12K | Sep 30, 2025 | - | - |
| SILVER OAK SECURITIES, INCORPORATED | 4.11K | Sep 30, 2025 | -1,535 | - |
| MEMBERS WEALTH LLC | 4.11K | Sep 30, 2025 | +4.11K | - |
| Syverson Strege & Co | 4.09K | Sep 30, 2025 | +12 | - |
| WealthCollab, LLC | 4.08K | Sep 30, 2025 | - | - |
| TWIN PEAKS WEALTH ADVISORS, LLC | 4.08K | Sep 30, 2025 | +86 | - |
| Manuka Financial, LLC | 4.08K | Sep 30, 2025 | -798 | - |
| EdgeRock Capital LLC | 4.08K | Sep 30, 2025 | +4.08K | - |
| Legacy Wealth Managment, LLC/ID | 4.04K | Sep 30, 2025 | -446 | - |
| New Capital Management LP | 4.00K | Sep 30, 2025 | -16,287 | - |
| Gouws Capital LLC | 4.00K | Sep 30, 2025 | +1.90K | - |
| Frank, Rimerman Advisors LLC | 4.00K | Sep 30, 2025 | - | - |
| GERMAN AMERICAN BANCORP, INC. | 3.98K | Sep 30, 2025 | - | - |
| Carter Financial Group, INC. | 3.97K | Sep 30, 2025 | -138 | - |
| Trust Co of the South | 3.96K | Sep 30, 2025 | - | - |
| Clearstead Trust, LLC | 3.95K | Sep 30, 2025 | - | - |
| SSA SWISS ADVISORS AG | 3.92K | Sep 30, 2025 | +131 | - |
| Glen Eagle Advisors, LLC | 3.92K | Sep 30, 2025 | +996 | - |
| CWA Asset Management Group, LLC | 3.92K | Sep 30, 2025 | -2,061 | - |
| ANCHOR CAPITAL ADVISORS LLC | 3.90K | Sep 30, 2025 | -215 | - |
| Claro Advisors LLC | 3.90K | Sep 30, 2025 | +278 | - |
| 4WEALTH ADVISORS, INC. | 3.90K | Sep 30, 2025 | -104 | - |
| Peregrine Asset Advisers, Inc. | 3.84K | Sep 30, 2025 | -10 | - |
| Knuff & Co LLC | 3.81K | Sep 30, 2025 | +3.81K | - |
| RHS Financial, LLC | 3.76K | Sep 30, 2025 | +1.15K | - |
| Legacy Capital Wealth Partners, LLC | 3.75K | Sep 30, 2025 | +21 | - |
| Wealthfront Advisers LLC | 3.75K | Sep 30, 2025 | +3.75K | - |
| MPWM ADVISORY SOLUTIONS, LLC | 3.74K | Sep 30, 2025 | +456 | - |
| Barnes Dennig Private Wealth Management LLC | 3.74K | Sep 30, 2025 | +1.98K | - |
| Financial Sense Advisors, Inc. | 3.73K | Sep 30, 2025 | -40 | - |
| Petix & Botte Co | 3.73K | Sep 30, 2025 | +4 | - |
| SSI INVESTMENT MANAGEMENT LLC | 3.72K | Sep 30, 2025 | - | - |
| Creative Capital Management Investments LLC | 3.72K | Sep 30, 2025 | - | - |
| LM Advisors LLC | 3.71K | Sep 30, 2025 | +433 | - |
| Williams Jones Wealth Management, LLC. | 3.70K | Sep 30, 2025 | -1,476 | - |
| Cypress Wealth Services, LLC | 3.69K | Sep 30, 2025 | +168 | - |
| Coastal Bridge Advisors, LLC | 3.68K | Sep 30, 2025 | +27 | - |
| Plum Street Advisors, LLC | 3.68K | Sep 30, 2025 | +79 | - |
| CLEAR INVESTMENT RESEARCH, LLC | 3.68K | Sep 30, 2025 | +1 | - |
| MONTAG A & ASSOCIATES INC | 3.68K | Sep 30, 2025 | - | - |
| Strategic Investment Solutions, Inc. /IL | 3.67K | Sep 30, 2025 | - | - |
| Sachetta, LLC | 3.67K | Sep 30, 2025 | - | - |
| W ADVISORS, LLC | 3.67K | Sep 30, 2025 | - | - |
| Disciplined Investments, LLC | 3.67K | Sep 30, 2025 | -732 | - |
| North Star Investment Management Corp. | 3.66K | Sep 30, 2025 | +20 | - |
| SENTINEL PENSION ADVISORS INC | 3.64K | Sep 30, 2025 | +15 | - |
| Northstar Group, Inc. | 3.63K | Sep 30, 2025 | - | - |
| Brickley Wealth Management | 3.63K | Sep 30, 2025 | +118 | - |
| SIH Partners, LLLP | 3.62K | Sep 30, 2025 | +3.62K | - |
| WATERS PARKERSON & CO., LLC | 3.62K | Sep 30, 2025 | +710 | - |
| Philip James Wealth Mangement, LLC | 3.60K | Sep 30, 2025 | - | - |
| WealthBridge Capital Management, LLC | 3.59K | Sep 30, 2025 | +3.59K | - |
| MGB Wealth Management, LLC | 3.58K | Sep 30, 2025 | - | - |
| Apeiron RIA LLC | 3.56K | Sep 30, 2025 | -351 | - |
| Strategent Financial, LLC | 3.56K | Sep 30, 2025 | - | - |
| WP Advisors, LLC | 3.55K | Sep 30, 2025 | +34 | - |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3.55K | Sep 30, 2025 | +3.55K | - |
| Pine Ridge Advisers LLC | 3.54K | Sep 30, 2025 | - | - |
| Note Advisors, LLC | 3.52K | Sep 30, 2025 | +127 | - |
| Meadow Creek Wealth Advisors LLC | 3.52K | Sep 30, 2025 | -90 | - |
| O'Brien Wealth Partners LLC | 3.50K | Sep 30, 2025 | +1.08K | - |
| Rockingstone Advisors LLC | 3.50K | Sep 30, 2025 | -500 | - |
| Segment Wealth Management, LLC | 3.49K | Sep 30, 2025 | +60 | - |
| AMERIFLEX GROUP, INC. | 3.48K | Sep 30, 2025 | +1.01K | - |
| SOA Wealth Advisors, LLC. | 3.48K | Sep 30, 2025 | +78 | - |
| Everhart Financial Group, Inc. | 3.48K | Sep 30, 2025 | -7 | - |
| Weaver Consulting Group | 3.48K | Sep 30, 2025 | +264 | - |
| GR FINANCIAL GROUP, LLC | 3.48K | Sep 30, 2025 | +34 | - |
| Jefferies Financial Group Inc. | 3.47K | Sep 30, 2025 | +1 | - |
| Lewis Asset Management, LLC | 3.46K | Sep 30, 2025 | -50 | - |
| NOVEM GROUP | 3.45K | Sep 30, 2025 | +1.08K | - |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3.45K | Sep 30, 2025 | - | - |
| Cedar Point Capital Partners, LLC | 3.44K | Sep 30, 2025 | +135 | - |
| Westmount Partners, LLC | 3.44K | Sep 30, 2025 | +76 | - |
| Aurdan Capital Management, LLC | 3.44K | Sep 30, 2025 | +3.44K | - |
| Westshore Wealth, LLC | 3.39K | Sep 30, 2025 | +1 | - |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3.39K | Sep 30, 2025 | -268 | - |
| Willow Creek Wealth Management Inc. | 3.38K | Sep 30, 2025 | - | - |
| West Branch Capital LLC | 3.38K | Sep 30, 2025 | +135 | - |
| NORDEN GROUP LLC | 3.36K | Sep 30, 2025 | -4,566 | - |
| Financial Management Professionals, Inc. | 3.36K | Sep 30, 2025 | -1 | - |
| Key FInancial Inc | 3.35K | Sep 30, 2025 | +1.52K | - |
| Semus Wealth Partners LLC | 3.34K | Sep 30, 2025 | -235 | - |
| WealthCare Investment Partners, LLC | 3.33K | Sep 30, 2025 | +3.33K | - |
| FLORIDA FINANCIAL ADVISORS, LLC | 3.31K | Sep 30, 2025 | -5,301 | - |
| Rise Advisors, LLC | 3.28K | Sep 30, 2025 | +136 | - |
| Hardin Capital Partners, LLC | 3.28K | Sep 30, 2025 | -60 | - |
| Tempus Wealth Planning, LLC | 3.27K | Sep 30, 2025 | -238 | - |
| Dogwood Wealth Management LLC | 3.27K | Sep 30, 2025 | +3.08K | - |
| MIDDLETON & CO INC/MA | 3.25K | Sep 30, 2025 | - | - |
| Krilogy Financial LLC | 3.25K | Sep 30, 2025 | +3.25K | - |
| Bravias Capital Group, LLC | 3.25K | Sep 30, 2025 | -500 | - |
| POM Investment Strategies, LLC | 3.23K | Sep 30, 2025 | +3.23K | - |
| Riverbend Wealth Management, LLC | 3.20K | Sep 30, 2025 | - | - |
| Parkshore Wealth Management, Inc. | 3.20K | Sep 30, 2025 | +2 | - |
| First Heartland Consultants, Inc. | 3.16K | Sep 30, 2025 | +1.13K | - |
| Icon Wealth Advisors, LLC | 3.15K | Sep 30, 2025 | +595 | - |
| Farmers National Bank | 3.14K | Sep 30, 2025 | -220 | - |
| Stelac Advisory Services LLC | 3.14K | Sep 30, 2025 | - | - |
| IFG Advisors, LLC | 3.13K | Sep 30, 2025 | +3.13K | - |
| CUTLER INVESTMENT COUNSEL LLC | 3.13K | Sep 30, 2025 | - | - |
| Schneider Downs Wealth Management Advisors, LP | 3.11K | Sep 30, 2025 | +33 | - |
| Stonehearth Capital Management, LLC | 3.08K | Sep 30, 2025 | +3.08K | - |
| Stephenson & Company, Inc. | 3.07K | Sep 30, 2025 | - | - |
| Rosenberg Matthew Hamilton | 3.07K | Sep 30, 2025 | -771 | - |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3.06K | Sep 30, 2025 | -164 | - |
| WETZEL INVESTMENT ADVISORS, INC. | 3.06K | Sep 30, 2025 | -171 | - |
| Magnus Financial Group LLC | 3.05K | Sep 30, 2025 | -34 | - |
| LEE DANNER & BASS INC | 3.04K | Sep 30, 2025 | - | - |
| FSM Wealth Advisors, LLC | 3.03K | Sep 30, 2025 | +208 | - |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 3.02K | Sep 30, 2025 | -45 | - |
| Perfromance Wealth Partners, LLC | 3.01K | Sep 30, 2025 | -118 | - |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3.00K | Sep 30, 2025 | +3.00K | - |
| MB Generational Wealth, LLC | 3.00K | Sep 30, 2025 | +3.00K | - |
| GABLES CAPITAL MANAGEMENT INC. | 3.00K | Sep 30, 2025 | - | - |
| CENTAURUS FINANCIAL, INC. | 2.99K | Sep 30, 2025 | -34 | - |
| Elite Financial, Inc. | 2.97K | Sep 30, 2025 | +2.97K | - |
| Transcendent Capital Group LLC | 2.97K | Sep 30, 2025 | -711 | - |
| SYKON CAPITAL LLC | 2.94K | Sep 30, 2025 | +436 | - |
| EverSource Wealth Advisors, LLC | 2.94K | Sep 30, 2025 | -21,021 | - |
| Ergawealth Advisors, Inc. | 2.94K | Sep 30, 2025 | +2.94K | - |
| Clearview Wealth Advisors LLC | 2.93K | Sep 30, 2025 | +255 | - |
| WINCAP FINANCIAL LLC | 2.93K | Sep 30, 2025 | -186 | - |
| Holistic Financial Partners | 2.90K | Sep 30, 2025 | - | - |
| EVERETT HARRIS & CO /CA/ | 2.89K | Sep 30, 2025 | - | - |
| RiverFront Investment Group, LLC | 2.89K | Sep 30, 2025 | -953 | - |
| Endowment Wealth Management, Inc. | 2.88K | Sep 30, 2025 | +8 | - |
| Stordahl Capital Management, Inc. | 2.88K | Sep 30, 2025 | -29 | - |
| WNY Asset Management, LLC | 2.87K | Sep 30, 2025 | -1,706 | - |
| Independence Bank of Kentucky | 2.87K | Sep 30, 2025 | - | - |
| Richardson Capital Management LLC | 2.86K | Sep 30, 2025 | +2.86K | - |
| Sandbox Financial Partners, LLC | 2.85K | Sep 30, 2025 | +15 | - |
| Curat Global, LLC | 2.85K | Sep 30, 2025 | +1.50K | - |
| Anchor Investment Management, LLC | 2.84K | Sep 30, 2025 | +86 | - |
| POTENTIA WEALTH | 2.83K | Sep 30, 2025 | +654 | - |
| Affinity Capital Advisors, LLC | 2.82K | Sep 30, 2025 | -233 | - |
| Courage Miller Partners, LLC | 2.81K | Sep 30, 2025 | +1 | - |
| United Bank | 2.80K | Sep 30, 2025 | +12 | - |
| Stonebridge Capital Advisors LLC | 2.80K | Sep 30, 2025 | - | - |
| Old Port Advisors | 2.80K | Sep 30, 2025 | +154 | - |
| Benin Management CORP | 2.79K | Sep 30, 2025 | - | - |
| White Lighthouse Investment Management Inc. | 2.79K | Sep 30, 2025 | +290 | - |
| SIGNATUREFD, LLC | 2.78K | Sep 30, 2025 | -107 | - |
| Almanack Investment Partners, LLC. | 2.78K | Sep 30, 2025 | +343 | - |
| Concorde Asset Management, LLC | 2.77K | Sep 30, 2025 | +2.77K | - |
| Karpus Management, Inc. | 2.76K | Sep 30, 2025 | +2.76K | - |
| Traub Capital Management LLC | 2.75K | Sep 30, 2025 | - | - |
| DUNCKER STREETT & CO INC | 2.73K | Sep 30, 2025 | +942 | - |
| WOLFF WIESE MAGANA LLC | 2.73K | Sep 30, 2025 | +71 | - |
| SWP FINANCIAL LLC | 2.73K | Sep 30, 2025 | -257 | - |
| Fragasso Group Inc. | 2.70K | Sep 30, 2025 | +12 | - |
| Vivaldi Capital Management LP | 2.70K | Sep 30, 2025 | -279 | - |
| Independent Family Office, LLC | 2.68K | Sep 30, 2025 | -350 | - |
| Pines Wealth Management, LLC | 2.67K | Sep 30, 2025 | +9 | - |
| Northstar Financial Companies, Inc. | 2.66K | Sep 30, 2025 | +3 | - |
| Thomasville National Bank | 2.65K | Sep 30, 2025 | - | - |
| LYELL WEALTH MANAGEMENT, LP | 2.63K | Sep 30, 2025 | -200 | - |
| CADINHA & CO LLC | 2.63K | Sep 30, 2025 | +2 | - |
| Wellington Shields Capital Management, LLC | 2.63K | Sep 30, 2025 | +2.63K | - |
| BNC WEALTH MANAGEMENT, LLC | 2.63K | Sep 30, 2025 | -143 | - |
| BROWN WEALTH MANAGEMENT, LLC | 2.62K | Sep 30, 2025 | -2,009 | - |
| Moment Partners, LLC | 2.62K | Sep 30, 2025 | +71 | - |
| ATTICUS WEALTH MANAGEMENT, LLC | 2.62K | Sep 30, 2025 | -239 | - |
| Allianz Asset Management GmbH | 2.60K | Sep 30, 2025 | - | - |
| Moors & Cabot, Inc. | 2.60K | Sep 30, 2025 | +2.60K | - |
| Braun-Bostich & Associates Inc. | 2.59K | Sep 30, 2025 | -67 | - |
| Owen LaRue, LLC | 2.58K | Sep 30, 2025 | +80 | - |
| Garrett Wealth Advisory Group, LLC | 2.58K | Sep 30, 2025 | - | - |
| NOESIS CAPITAL MANGEMENT CORP | 2.58K | Sep 30, 2025 | -204 | - |
| Keebeck Wealth Management, LLC | 2.57K | Sep 30, 2025 | - | - |
| FIDELITY D & D BANCORP INC | 2.57K | Sep 30, 2025 | -30 | - |
| CHILTON CAPITAL MANAGEMENT LLC | 2.57K | Sep 30, 2025 | - | - |
| HOWARD BAILEY SECURITIES, LLC | 2.56K | Sep 30, 2025 | - | - |
| VANGUARD GROUP INC | 2.54K | Sep 30, 2025 | +2.54K | - |
| Ballew Advisors, Inc | 2.54K | Sep 30, 2025 | +29 | - |
| MOTCO | 2.53K | Sep 30, 2025 | +1.85K | - |
| Uniting Wealth Partners, LLC | 2.52K | Sep 30, 2025 | +2.52K | - |
| TOWNSQUARE CAPITAL LLC | 2.52K | Sep 30, 2025 | +369 | - |
| Linden Thomas Advisory Services, LLC | 2.52K | Sep 30, 2025 | +2.52K | - |
| Annex Advisory Services, LLC | 2.52K | Sep 30, 2025 | -1,007 | - |
| ARS Wealth Advisors Group, LLC | 2.51K | Sep 30, 2025 | +32 | - |
| Lanham O'Dell & Company, Inc. | 2.50K | Sep 30, 2025 | - | - |
| Bank OZK | 2.50K | Sep 30, 2025 | +221 | - |
| Radnor Capital Management, LLC | 2.49K | Sep 30, 2025 | -500 | - |
| McIlrath & Eck, LLC | 2.48K | Sep 30, 2025 | +2 | - |
| Zullo Investment Group, Inc. | 2.46K | Sep 30, 2025 | - | - |
| American Financial Advisors, LLC | 2.45K | Sep 30, 2025 | -760 | - |
| Certified Advisory Corp | 2.45K | Sep 30, 2025 | -218 | - |
| KICKSTAND VENTURES, LLC. | 2.45K | Sep 30, 2025 | -33 | - |
| MONECO Advisors, LLC | 2.44K | Sep 30, 2025 | +119 | - |
| ROTHSCHILD INVESTMENT LLC | 2.44K | Sep 30, 2025 | +102 | - |
| Raab & Moskowitz Asset Management LLC | 2.44K | Sep 30, 2025 | - | - |
| WealthTrust Axiom LLC | 2.42K | Sep 30, 2025 | - | - |
| MORRIS FINANCIAL CONCEPTS, INC. | 2.41K | Sep 30, 2025 | +7 | - |
| Impact Partnership Wealth, LLC | 2.41K | Sep 30, 2025 | -667 | - |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.41K | Sep 30, 2025 | -5,492 | - |
| Missouri Trust & Investment Co | 2.40K | Sep 30, 2025 | +178 | - |
| LaSalle St. Investment Advisors, LLC | 2.38K | Sep 30, 2025 | +235 | - |
| Maltin Wealth Management, Inc. | 2.38K | Sep 30, 2025 | +322 | - |
| Cooper Financial Group | 2.37K | Sep 30, 2025 | +145 | - |
| WEALTHGARDEN F.S. LLC | 2.36K | Sep 30, 2025 | -308 | - |
| Daner Wealth Management, LLC | 2.35K | Sep 30, 2025 | - | - |
| Palacios Wealth Management, LLC | 2.34K | Sep 30, 2025 | - | - |
| Fiduciary Alliance LLC | 2.33K | Sep 30, 2025 | +1 | - |
| Etesian Wealth Advisors, Inc. | 2.33K | Sep 30, 2025 | -620 | - |
| Fortis Group Advisors, LLC | 2.33K | Sep 30, 2025 | +2.29K | - |
| Financial Advisors Network, Inc. | 2.33K | Sep 30, 2025 | -38 | - |
| Chemistry Wealth Management LLC | 2.33K | Sep 30, 2025 | +2.33K | - |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 2.32K | Sep 30, 2025 | - | - |
| Silver Oak Advisory Group, Inc. | 2.32K | Sep 30, 2025 | - | - |
| Evergreen Wealth Solutions, LLC | 2.31K | Sep 30, 2025 | -3,589 | - |
| Allied Investment Advisors, LLC | 2.31K | Sep 30, 2025 | +40 | - |
| Hills Bank & Trust Co | 2.31K | Sep 30, 2025 | +26 | - |
| Keystone Financial Group | 2.30K | Sep 30, 2025 | - | - |
| Essex Savings Bank | 2.30K | Sep 30, 2025 | - | - |
| BROWN BROTHERS HARRIMAN & CO | 2.30K | Sep 30, 2025 | +2.30K | - |
| Prudent Man Advisors, LLC | 2.30K | Sep 30, 2025 | - | - |
| Fourth Dimension Wealth, LLC | 2.29K | Sep 30, 2025 | -47 | - |
| Essential Planning, LLC. | 2.29K | Sep 30, 2025 | +3 | - |
| FULLCIRCLE WEALTH LLC | 2.28K | Sep 30, 2025 | +7 | - |
| SPRENG CAPITAL MANAGEMENT, INC. | 2.27K | Sep 30, 2025 | -250 | - |
| Founders Financial Alliance, LLC | 2.26K | Sep 30, 2025 | +1.57K | - |
| BANQUE PICTET & CIE SA | 2.26K | Sep 30, 2025 | - | - |
| New Insight Wealth Advisors | 2.24K | Sep 30, 2025 | -446 | - |
| SilverOak Wealth Management LLC | 2.24K | Sep 30, 2025 | +67 | - |
| Vertex Planning Partners, LLC | 2.23K | Sep 30, 2025 | +2.23K | - |
| Redhawk Wealth Advisors, Inc. | 2.22K | Sep 30, 2025 | +6 | - |
| ICAPITAL WEALTH LLC | 2.22K | Sep 30, 2025 | - | - |
| Beacon Capital Management, LLC | 2.21K | Sep 30, 2025 | - | - |
| 3EDGE Asset Management, LP | 2.21K | Sep 30, 2025 | - | - |
| Harel Insurance Investments & Financial Services Ltd. | 2.21K | Sep 30, 2025 | -23 | - |
| Brady Martz Wealth Solutions, LLC | 2.21K | Sep 30, 2025 | +2.21K | - |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2.20K | Sep 30, 2025 | -204 | - |
| PROMETHIUM ADVISORS,LLC | 2.19K | Sep 30, 2025 | -472 | - |
| Precision Wealth Strategies, LLC | 2.18K | Sep 30, 2025 | -239 | - |
| PLANNING ALTERNATIVES LTD /ADV | 2.18K | Sep 30, 2025 | +2.18K | - |
| Cornerstone Advisory, LLC | 2.17K | Sep 30, 2025 | -548 | - |
| Destiny Wealth Partners, LLC | 2.16K | Sep 30, 2025 | - | - |
| Northwest Financial Advisors | 2.15K | Sep 30, 2025 | -1,265 | - |
| Life Planning Partners, Inc | 2.13K | Sep 30, 2025 | +11 | - |
| Triumph Capital Management | 2.13K | Sep 30, 2025 | -6,204 | - |
| CAHILL FINANCIAL ADVISORS INC | 2.13K | Sep 30, 2025 | +2.13K | - |
| Bright Futures Wealth Management, LLC. | 2.13K | Sep 30, 2025 | +2.13K | - |
| Penobscot Investment Management Company, Inc. | 2.12K | Sep 30, 2025 | +2.12K | - |
| Obsidian Personal Planning Solutions LLC | 2.11K | Sep 30, 2025 | +2.11K | - |
| Bensler, LLC | 2.11K | Sep 30, 2025 | +2.11K | - |
| Falcon Wealth Planning | 2.10K | Sep 30, 2025 | +34 | - |
| Capital Investment Counsel, Inc | 2.10K | Sep 30, 2025 | +700 | - |
| Boltwood Capital Management | 2.10K | Sep 30, 2025 | - | - |
| Essex Financial Services, Inc. | 2.10K | Sep 30, 2025 | -805 | - |
| Essex LLC | 2.10K | Sep 30, 2025 | +2.10K | - |
| FINANCIAL MANAGEMENT NETWORK INC | 2.09K | Sep 30, 2025 | +2.09K | - |
| McHugh Group, LLC | 2.09K | Sep 30, 2025 | - | - |
| TRUST CO OF TOLEDO NA /OH/ | 2.08K | Sep 30, 2025 | - | - |
| PRIMORIS WEALTH ADVISORS, LLC | 2.07K | Sep 30, 2025 | +1 | - |
| Towneley Capital Management, Inc / DE | 2.07K | Sep 30, 2025 | -771 | - |
| Pine Haven Investment Counsel, Inc | 2.06K | Sep 30, 2025 | - | - |
| Laffer Tengler Investments | 2.06K | Sep 30, 2025 | +2.06K | - |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.06K | Sep 30, 2025 | +11 | - |
| Able Wealth Management LLC | 2.05K | Sep 30, 2025 | +2.05K | - |
| Convergence Financial, LLC | 2.04K | Sep 30, 2025 | +2.04K | - |
| Wealth Architects, LLC | 2.04K | Sep 30, 2025 | +2.04K | - |
| Farmers & Merchants Trust Co of Long Beach | 2.03K | Sep 30, 2025 | -291 | - |
| Tyche Wealth Partners LLC | 2.03K | Sep 30, 2025 | +2.03K | - |
| WOODMONT INVESTMENT COUNSEL LLC | 2.03K | Sep 30, 2025 | - | - |
| DELTA ASSET MANAGEMENT LLC/TN | 2.02K | Sep 30, 2025 | - | - |
| Trueblood Wealth Management, LLC | 2.02K | Sep 30, 2025 | +2.02K | - |
| Glass Jacobson Investment Advisors llc | 2.02K | Sep 30, 2025 | +720 | - |
| Boston Trust Walden Corp | 2.02K | Sep 30, 2025 | +2.02K | - |
| FWL INVESTMENT MANAGEMENT, LLC | 2.01K | Sep 30, 2025 | - | - |
| APPLETON PARTNERS INC/MA | 2.00K | Sep 30, 2025 | -298 | - |
| PRUDENTIAL PLC | 2.00K | Sep 30, 2025 | -18,877 | - |
| Midwest Capital Advisors, LLC | 2.00K | Sep 30, 2025 | +6 | - |
| TRUST CO OF VERMONT | 1.91K | Sep 30, 2025 | +543 | - |
| Salomon & Ludwin, LLC | 1.91K | Sep 30, 2025 | +1.85K | - |
| Kathleen S. Wright Associates Inc. | 1.88K | Sep 30, 2025 | +29 | - |
| RICHARDS, MERRILL & PETERSON, INC. | 1.84K | Sep 30, 2025 | - | - |
| CNB Bank | 1.80K | Sep 30, 2025 | - | - |
| Rice Partnership, LLC | 1.77K | Sep 30, 2025 | +1.77K | - |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1.72K | Sep 30, 2025 | - | - |
| Cornerstone Planning Group LLC | 1.71K | Sep 30, 2025 | +1.13K | - |
| EASTERN BANK | 1.69K | Sep 30, 2025 | -1,355 | - |
| CARDIFF PARK ADVISORS, LLC | 1.67K | Sep 30, 2025 | +14 | - |
| Bank of New Hampshire | 1.66K | Sep 30, 2025 | - | - |
| Friedenthal Financial | 1.65K | Sep 30, 2025 | +122 | - |
| Operose Advisors LLC | 1.65K | Sep 30, 2025 | +1.65K | - |
| Vermillion & White Wealth Management Group, LLC | 1.64K | Sep 30, 2025 | +16 | - |
| Annis Gardner Whiting Capital Advisors, LLC | 1.63K | Sep 30, 2025 | +55 | - |
| Beaird Harris Wealth Management, LLC | 1.62K | Sep 30, 2025 | +47 | - |
| Global Trust Asset Management, LLC | 1.61K | Sep 30, 2025 | -185 | - |
| ANGELES WEALTH MANAGEMENT, LLC | 1.58K | Sep 30, 2025 | +1.57K | - |
| ST GERMAIN D J CO INC | 1.57K | Sep 30, 2025 | - | - |
| HHM Wealth Advisors, LLC | 1.55K | Sep 30, 2025 | -3 | - |
| Centerpoint Advisors, LLC | 1.53K | Sep 30, 2025 | -15 | - |
| Joseph Group Capital Management | 1.52K | Sep 30, 2025 | -755 | - |
| Rossmore Private Capital | 1.51K | Sep 30, 2025 | +1.51K | - |
| FLAGSHIP WEALTH ADVISORS, LLC | 1.50K | Sep 30, 2025 | - | - |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.50K | Sep 30, 2025 | -953 | - |
| Bangor Savings Bank | 1.49K | Sep 30, 2025 | - | - |
| Crews Bank & Trust | 1.46K | Sep 30, 2025 | -12 | - |
| FIRST FINANCIAL CORP /IN/ | 1.44K | Sep 30, 2025 | - | - |
| CALDWELL SUTTER CAPITAL, INC. | 1.43K | Sep 30, 2025 | +4 | - |
| Indiana Trust & Investment Management CO | 1.37K | Sep 30, 2025 | -450 | - |
| Darwin Wealth Management, LLC | 1.31K | Sep 30, 2025 | +243 | - |
| Ritter Daniher Financial Advisory LLC / DE | 1.29K | Sep 30, 2025 | - | - |
| HALLMARK CAPITAL MANAGEMENT INC | 1.27K | Sep 30, 2025 | -283 | - |
| Kozak & Associates, Inc. | 1.25K | Sep 30, 2025 | +1.25K | - |
| Oakworth Capital, Inc. | 1.22K | Sep 30, 2025 | - | - |
| N.E.W. Advisory Services LLC | 1.18K | Sep 30, 2025 | - | - |
| Stephens Consulting, LLC | 1.18K | Sep 30, 2025 | -9,332 | - |
| New Millennium Group LLC | 1.16K | Sep 30, 2025 | -46 | - |
| ALERUS FINANCIAL NA | 1.14K | Sep 30, 2025 | -739,651 | - |
| Banque Cantonale Vaudoise | 1.10K | Sep 30, 2025 | - | - |
| Smallwood Wealth Investment Management, LLC | 1.04K | Sep 30, 2025 | +1 | - |
| Cranbrook Wealth Management, LLC | 1.04K | Sep 30, 2025 | -358 | - |
| Breakwater Investment Management | 1.03K | Sep 30, 2025 | - | - |
| Orion Capital Management LLC | 1.03K | Sep 30, 2025 | +1.03K | - |
| HAZLETT, BURT & WATSON, INC. | 1.03K | Sep 30, 2025 | +674 | - |
| Biltmore Family Office, LLC | 1.02K | Sep 30, 2025 | -10 | - |
| Mechanics Financial Corp | 1.00K | Sep 30, 2025 | - | - |
| Pflug Koory, LLC | 981 | Sep 30, 2025 | +129 | - |
| Peterson Wealth Services | 960 | Sep 30, 2025 | -4,728 | - |
| Compass Financial Services Inc | 920 | Sep 30, 2025 | +265 | - |
| OXFORD FINANCIAL GROUP LTD | 907 | Sep 30, 2025 | -356 | - |
| Granite FO LLC | 903 | Sep 30, 2025 | - | - |
| HIGHLINE WEALTH PARTNERS LLC | 897 | Sep 30, 2025 | +897 | - |
| TOTH FINANCIAL ADVISORY CORP | 887 | Sep 30, 2025 | +551 | - |
| Winch Advisory Services, LLC | 864 | Sep 30, 2025 | - | - |
| Archer Investment Corp | 840 | Sep 30, 2025 | -98 | - |
| Root Financial Partners, LLC | 836 | Sep 30, 2025 | +836 | - |
| Atlantic Edge Private Wealth Management, LLC | 820 | Sep 30, 2025 | - | - |
| American Capital Advisory, LLC | 811 | Sep 30, 2025 | +811 | - |
| Tradewinds Capital Management, LLC | 805 | Sep 30, 2025 | - | - |
| LGT Financial Advisors LLC | 804 | Sep 30, 2025 | +727 | - |
| HARBOR INVESTMENT ADVISORY, LLC | 758 | Sep 30, 2025 | +191 | - |
| VESTOR CAPITAL, LLC | 737 | Sep 30, 2025 | +737 | - |
| ESL Trust Services, LLC | 720 | Sep 30, 2025 | - | - |
| Comprehensive Financial Planning, Inc./PA | 719 | Sep 30, 2025 | -273 | - |
| Koesten, Hirschmann & Crabtree, INC. | 669 | Sep 30, 2025 | +14 | - |
| JNBA Financial Advisors | 666 | Sep 30, 2025 | -130 | - |
| Parkside Financial Bank & Trust | 655 | Sep 30, 2025 | -3,488 | - |
| BROWN, LISLE/CUMMINGS, INC. | 650 | Sep 30, 2025 | -50 | - |
| Activest Wealth Management | 621 | Sep 30, 2025 | +4 | - |
| IMA Wealth, Inc. | 604 | Sep 30, 2025 | - | - |
| Navigoe, LLC | 542 | Sep 30, 2025 | - | - |
| Caitlin John, LLC | 540 | Sep 30, 2025 | +540 | - |
| GAMMA Investing LLC | 524 | Sep 30, 2025 | +438 | - |
| STEPH & CO | 516 | Sep 30, 2025 | - | - |
| Morling Financial Advisors, LLC | 491 | Sep 30, 2025 | +491 | - |
| Accredited Wealth Management, LLC | 465 | Sep 30, 2025 | -1,640 | - |
| BARCLAYS PLC | 450 | Sep 30, 2025 | -7,451 | - |
| DHJJ Financial Advisors, Ltd. | 415 | Sep 30, 2025 | +1 | - |
| Pacifica Partners Inc. | 411 | Sep 30, 2025 | -310 | - |
| one8zero8, LLC | 410 | Sep 30, 2025 | +400 | - |
| EVOLUTION WEALTH MANAGEMENT INC. | 401 | Sep 30, 2025 | +401 | - |
| Concord Wealth Partners | 374 | Sep 30, 2025 | -705 | - |
| Covestor Ltd | 366 | Sep 30, 2025 | +13 | - |
| CITY HOLDING CO | 337 | Sep 30, 2025 | -75 | - |
| CHESAPEAKE ASSET MANAGEMENT LLC | 334 | Sep 30, 2025 | - | - |
| Roble, Belko & Company, Inc | 334 | Sep 30, 2025 | - | - |
| Copia Wealth Management | 331 | Sep 30, 2025 | - | - |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 317 | Sep 30, 2025 | - | - |
| JCIC Asset Management Inc. | 315 | Sep 30, 2025 | +315 | - |
| North Ridge Wealth Advisors, Inc. | 314 | Sep 30, 2025 | +26 | - |
| Collier Financial | 313 | Sep 30, 2025 | +313 | - |
| ELEVATE WEALTH ADVISORY, INC | 311 | Sep 30, 2025 | - | - |
| Bear Mountain Capital, Inc. | 309 | Sep 30, 2025 | -6 | - |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 307 | Sep 30, 2025 | -426 | - |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 300 | Sep 30, 2025 | - | - |
| Main Street Group, LTD | 294 | Sep 30, 2025 | - | - |
| Wiser Advisor Group LLC | 287 | Sep 30, 2025 | +287 | - |
| Angeles Investment Advisors, LLC | 259 | Sep 30, 2025 | - | - |
| Bradley & Co. Private Wealth Management, LLC | 254 | Sep 30, 2025 | - | - |
| Asset Dedication, LLC | 254 | Sep 30, 2025 | -62 | - |
| Citizens National Bank Trust Department | 250 | Sep 30, 2025 | -25 | - |
| ROCKY MOUNTAIN ADVISERS, LLC | 250 | Sep 30, 2025 | - | - |
| Vermillion Wealth Management, Inc. | 235 | Sep 30, 2025 | +3 | - |
| SJS Investment Consulting Inc. | 221 | Sep 30, 2025 | +8 | - |
| Hilltop National Bank | 220 | Sep 30, 2025 | - | - |
| FSA Wealth Management LLC | 212 | Sep 30, 2025 | - | - |
| Murphy & Mullick Capital Management Corp | 207 | Sep 30, 2025 | +1 | - |
| Paladin Advisory Group, LLC | 205 | Sep 30, 2025 | +16 | - |
| TOMPKINS FINANCIAL CORP | 204 | Sep 30, 2025 | - | - |
| Investors Research Corp | 203 | Sep 30, 2025 | - | - |
| Evelyn Partners Investment Management LLP | 200 | Sep 30, 2025 | - | - |
| Founders Capital Management | 200 | Sep 30, 2025 | - | - |
| Wealth Watch Advisors, INC | 198 | Sep 30, 2025 | +198 | - |
| HFM Investment Advisors, LLC | 197 | Sep 30, 2025 | +17 | - |
| Lowe Wealth Advisors, LLC | 196 | Sep 30, 2025 | +37 | - |
| Kentucky Trust Co | 194 | Sep 30, 2025 | - | - |
| AlphaCore Capital LLC | 193 | Sep 30, 2025 | -3,239 | - |
| Financial Perspectives, Inc | 190 | Sep 30, 2025 | - | - |
| Moisand Fitzgerald Tamayo, LLC | 186 | Sep 30, 2025 | - | - |
| LRI Investments, LLC | 176 | Sep 30, 2025 | - | - |
| Carolina Wealth Advisors, LLC | 172 | Sep 30, 2025 | +172 | - |
| MJT & Associates Financial Advisory Group, Inc. | 166 | Sep 30, 2025 | -360 | - |
| Pillar Financial Advisors, LLC | 164 | Sep 30, 2025 | +77 | - |
| BARRETT & COMPANY, INC. | 153 | Sep 30, 2025 | - | - |
| Hurley Capital, LLC | 148 | Sep 30, 2025 | - | - |
| Sterling Capital Management LLC | 141 | Sep 30, 2025 | - | - |
| Financial Gravity Asset Management, Inc. | 140 | Sep 30, 2025 | +140 | - |
| Seneschal Advisors, LLC | 139 | Sep 30, 2025 | +139 | - |
| Tanglewood Legacy Advisors, LLC | 134 | Sep 30, 2025 | +1 | - |
| Your Advocates Ltd., LLP | 132 | Sep 30, 2025 | -4,443 | - |
| Ironwood Wealth Management, LLC. | 123 | Sep 30, 2025 | +2 | - |
| Global Wealth Strategies & Associates | 115 | Sep 30, 2025 | +78 | - |
| ARVEST INVESTMENTS, INC. | 104 | Sep 30, 2025 | +3 | - |
| State of Wyoming | 100 | Sep 30, 2025 | - | - |
| Imprint Wealth LLC | 100 | Sep 30, 2025 | +100 | - |
| DEUTSCHE BANK AG\ | 89 | Sep 30, 2025 | - | - |
| Washington Trust Advisors, Inc. | 89 | Sep 30, 2025 | -174 | - |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 86 | Sep 30, 2025 | -9 | - |
| Bank of Jackson Hole Trust | 84 | Sep 30, 2025 | - | - |
| Clarity Asset Management, Inc. | 83 | Sep 30, 2025 | +1 | - |
| WEST PACES ADVISORS INC. | 77 | Sep 30, 2025 | +77 | - |
| Quaker Wealth Management, LLC | 76 | Sep 30, 2025 | +4 | - |
| First Command Advisory Services, Inc. | 66 | Sep 30, 2025 | +66 | - |
| Cloud Capital Management, LLC | 66 | Sep 30, 2025 | +66 | - |
| FIRST COMMUNITY TRUST NA | 65 | Sep 30, 2025 | - | - |
| Gleason Group, Inc. | 64 | Sep 30, 2025 | +64 | - |
| OPTIMUM INVESTMENT ADVISORS | 60 | Sep 30, 2025 | - | - |
| VALLEY NATIONAL ADVISERS INC | 59 | Sep 30, 2025 | - | - |
| Versant Capital Management, Inc | 59 | Sep 30, 2025 | - | - |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 52 | Sep 30, 2025 | -11 | - |
| NEW ENGLAND ASSET MANAGEMENT INC | 50 | Sep 30, 2025 | - | - |
| Pineridge Advisors LLC | 49 | Sep 30, 2025 | - | - |
| Bare Financial Services, Inc | 45 | Sep 30, 2025 | +45 | - |
| Coston, McIsaac & Partners | 45 | Sep 30, 2025 | - | - |
| Marshall & Sterling Wealth Advisors Inc. | 39 | Sep 30, 2025 | - | - |
| Rakuten Securities, Inc. | 39 | Sep 30, 2025 | -298 | - |
| EPG Wealth Management LLC | 39 | Sep 30, 2025 | - | - |
| TFC Financial Management, Inc. | 36 | Sep 30, 2025 | -1,899 | - |
| Kiker Wealth Management, LLC | 35 | Sep 30, 2025 | +35 | - |
| IMG Wealth Management, Inc. | 34 | Sep 30, 2025 | -41 | - |
| Tortoise Investment Management, LLC | 33 | Sep 30, 2025 | +4 | - |
| REAP Financial Group, LLC | 32 | Sep 30, 2025 | +32 | - |
| Goodman Advisory Group, LLC | 32 | Sep 30, 2025 | +32 | - |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 30 | Sep 30, 2025 | - | - |
| Solstein Capital, LLC | 29 | Sep 30, 2025 | - | - |
| Front Row Advisors LLC | 27 | Sep 30, 2025 | - | - |
| Legacy Bridge, LLC | 25 | Sep 30, 2025 | - | - |
| Dynamic Wealth Strategies, LLC | 25 | Sep 30, 2025 | -1 | - |
| Glassman Wealth Services | 23 | Sep 30, 2025 | -25 | - |
| Turim 21 Investimentos Ltda. | 21 | Sep 30, 2025 | +21 | - |
| Millstone Evans Group, LLC | 21 | Sep 30, 2025 | - | - |
| WPG Advisers, LLC | 19 | Sep 30, 2025 | - | - |
| Mountain Hill Investment Partners Corp. | 18 | Sep 30, 2025 | - | - |
| 1 NORTH WEALTH SERVICES LLC | 18 | Sep 30, 2025 | -10 | - |
| Hughes Financial Services, LLC | 16 | Sep 30, 2025 | - | - |
| Gould Capital, LLC | 16 | Sep 30, 2025 | -351 | - |
| Prestige Wealth Management Group LLC | 14 | Sep 30, 2025 | - | - |
| DiNuzzo Private Wealth, Inc. | 12 | Sep 30, 2025 | -19 | - |
| New Republic Capital, LLC | 12 | Sep 30, 2025 | - | - |
| Blume Capital Management, Inc. | 11 | Sep 30, 2025 | +11 | - |
| GE INVESTMENT MANAGEMENT CORP. | 10 | Sep 30, 2025 | - | - |
| Strategic Advocates LLC | 7 | Sep 30, 2025 | +7 | - |
| Premier Financial Group | 7 | Sep 30, 2025 | - | - |
| Russell Investments Group, Ltd. | 3 | Sep 30, 2025 | -1,120 | - |
| Turning Point Benefit Group, Inc. | 2 | Sep 30, 2025 | +2 | - |
| HOEY INVESTMENTS, INC | 1 | Sep 30, 2025 | - | - |
| Richard Bernstein Advisors LLC | 0 | Sep 30, 2025 | -9,353 | - |
| Archford Capital Strategies, LLC | 0 | Sep 30, 2025 | -2,612 | - |
| SUMMIT WEALTH GROUP LLC / CO | 0 | Sep 30, 2025 | -9,104 | - |
| Nemes Rush Group LLC | 0 | Sep 30, 2025 | -82 | - |
| SRS Capital Advisors, Inc. | 0 | Sep 30, 2025 | -382,859 | - |
| Mosaic Advisors LLC | 0 | Sep 30, 2025 | -2,442 | - |
| Laurel Wealth Advisors LLC | 0 | Sep 30, 2025 | -8,135 | - |
| Gitterman Wealth Management, LLC | 0 | Sep 30, 2025 | -7,004 | - |
| Kraft, Davis & Associates, LLC | 0 | Sep 30, 2025 | -12,278 | - |
| Human Investing LLC | 0 | Sep 30, 2025 | -2,445 | - |
| L.M. KOHN & COMPANY | 0 | Sep 30, 2025 | -12,815 | - |
| COMMUNITY TRUST & INVESTMENT CO | 0 | Sep 30, 2025 | -3,400 | - |
| Frazier Financial Advisors, LLC | 0 | Sep 30, 2025 | -206 | - |
| Western Asset Management Company, LLC | 0 | Sep 30, 2025 | -208,047 | - |
| Pallas Capital Advisors LLC | 0 | Sep 30, 2025 | -7,244 | - |
| Werba Rubin Papier Wealth Management | 0 | Sep 30, 2025 | -13,423 | - |
| Eldridge Investment Advisors, Inc. | 0 | Sep 30, 2025 | -67,472 | - |
| TT Capital Management LLC | 0 | Sep 30, 2025 | -17,351 | - |
| Camarda Financial Advisors, LLC | 0 | Sep 30, 2025 | -10,140 | - |
| EVERMAY WEALTH MANAGEMENT LLC | 0 | Sep 30, 2025 | -2,481 | - |
| Rede Wealth, LLC | 0 | Sep 30, 2025 | -14,378 | - |
| Forefront Analytics, LLC | 0 | Sep 30, 2025 | -28,170 | - |
| Mittelman Wealth Management | 0 | Sep 30, 2025 | -4,714 | - |
| Jordan Park Group LLC | 0 | Sep 30, 2025 | -12,173 | - |
| VESTIA PERSONAL WEALTH ADVISORS | 0 | Sep 30, 2025 | -2,167 | - |
| OLD SECOND NATIONAL BANK OF AURORA | 0 | Sep 30, 2025 | -117 | - |
| Wealth Management Nebraska | 0 | Sep 30, 2025 | -2,155 | - |
| Wealth Advisors of Tampa Bay, LLC | 0 | Sep 30, 2025 | -2,535 | - |
| Blue Edge Capital, LLC | 0 | Sep 30, 2025 | -41,810 | - |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 0 | Sep 30, 2025 | -4,742 | - |
| Pandora Wealth, Inc. | 0 | Sep 30, 2025 | -51,342 | - |
| Financial Advocates Investment Management | 0 | Sep 30, 2025 | -48,601 | - |
| Fortitude Family Office, LLC | 0 | Sep 30, 2025 | -130 | - |
| ROMAN BUTLER FULLERTON & CO | 0 | Sep 30, 2025 | -2,545 | - |
| PCG ASSET MANAGEMENT, LLC | 0 | Sep 30, 2025 | -2,100 | - |
| Waterway Wealth Management, LLC | 0 | Sep 30, 2025 | -2,265 | - |
| KANAWHA CAPITAL MANAGEMENT LLC | 0 | Sep 30, 2025 | -2,407 | - |
| Beacon Wealthcare LLC | 0 | Sep 30, 2025 | -2,108 | - |
| Goelzer Investment Management, Inc. | 0 | Sep 30, 2025 | -3,378 | - |
| Plante Moran Financial Advisors, LLC | 0 | Sep 30, 2025 | -315 | - |
| Harbour Capital Advisors, LLC | 0 | Sep 30, 2025 | -2,100 | - |
| Morton Brown Family Wealth, LLC | 0 | Sep 30, 2025 | -209 | - |
| CarsonAllaria Wealth Management, Ltd. | 0 | Sep 30, 2025 | -1,628 | - |
| Stillwater Capital Advisors, LLC | 0 | Sep 30, 2025 | -7,530 | - |
| NISA INVESTMENT ADVISORS, LLC | 0 | Sep 30, 2025 | -3,987,632 | - |
| Scott Capital Advisors, LLC | 0 | Sep 30, 2025 | -2,484 | - |
| Live Oak Private Wealth LLC | 0 | Sep 30, 2025 | -2,309 | - |
| Magnolia Private Wealth, LLC | 0 | Sep 30, 2025 | -5,124 | - |
| Wealth Forward, LLC | 0 | Sep 30, 2025 | -2,346 | - |
| PMV Capital Advisers, LLC | 0 | Sep 30, 2025 | -18 | - |
| Atlas Legacy Advisors, LLC | 0 | Sep 30, 2025 | -4,693 | - |
| Ameraudi Asset Management, Inc. | 0 | Sep 30, 2025 | -2,740 | - |
| Transce3nd, LLC | 0 | Sep 30, 2025 | -484 | - |
| Bleakley Financial Group, LLC | 0 | Sep 30, 2025 | -18,312 | - |
| GREENLEAF TRUST | 0 | Sep 30, 2025 | -3,610 | - |
| Paloma Partners Management Co | 0 | Sep 30, 2025 | -91,629 | - |
| CATALYST PRIVATE WEALTH, LLC | 0 | Sep 30, 2025 | -2,505 | - |
| RENAISSANCE TECHNOLOGIES LLC | 0 | Sep 30, 2025 | -23,700 | - |
| SIERRA OCEAN, LLC | 0 | Sep 30, 2025 | -2,437 | - |
| CLIENT 1ST ADVISORY GROUP, LLC | 0 | Sep 30, 2025 | -2,430 | - |
| OLD MISSION CAPITAL LLC | 0 | Sep 30, 2025 | -455,627 | - |
| Wick Capital Partners, LLC | 0 | Sep 30, 2025 | -11,983 | - |
| Ridgewood Investments LLC | 0 | Sep 30, 2025 | -1,408 | - |
| Wagner Wealth Management, LLC | 0 | Sep 30, 2025 | -305 | - |
| MASECO LLP | 0 | Sep 30, 2025 | -4,768 | - |
| Hippocratic Financial Advisors, LLC | 0 | Sep 30, 2025 | -3,124 | - |
| JANE STREET GROUP, LLC | 0 | Sep 30, 2025 | -4,445,428 | - |
| BARINGS LLC | 0 | Sep 30, 2025 | -7,164 | - |
| DOW CHEMICAL CO /DE/ | 0 | Sep 30, 2025 | -15,912 | - |
| Park Square Financial Group, LLC | 0 | Sep 30, 2025 | -878 | - |
| Nova Wealth Management, Inc. | 0 | Sep 30, 2025 | -13 | - |
| Total Clarity Wealth Management, Inc. | 0 | Sep 30, 2025 | -2,433 | - |
| Strategic Wealth Investment Group, LLC | 0 | Sep 30, 2025 | -64 | - |
| EHRLICH FINANCIAL GROUP | 0 | Sep 30, 2025 | -2,288 | - |
| Lion Street Advisors, LLC | 0 | Sep 30, 2025 | -11,827 | - |
| Fi3 FINANCIAL ADVISORS, LLC | 0 | Sep 30, 2025 | -7,470 | - |
| Riggs Asset Managment Co. Inc. | 0 | Sep 30, 2025 | -699 | - |
| Cerro Pacific Wealth Advisors LLC | 0 | Sep 30, 2025 | -2,277 | - |
| Beaumont Financial Advisors, LLC | 0 | Sep 30, 2025 | -3,063 | - |
| Canopy Partners, LLC | 0 | Sep 30, 2025 | -3,450 | - |
| Well Done, LLC | 0 | Sep 30, 2025 | -3,331 | - |
| Compass Planning Associates Inc | 0 | Sep 30, 2025 | -561 | - |
| AlphaStar Capital Management, LLC | 0 | Sep 30, 2025 | -12,271 | - |
| Fort Sheridan Advisors LLC | 0 | Sep 30, 2025 | -2,370 | - |
| Bulltick Wealth Management, LLC | 0 | Sep 30, 2025 | -4,415 | - |
| Palumbo Wealth Management LLC | 0 | Sep 30, 2025 | -2,180 | - |
| MinichMacGregor Wealth Management, LLC | 0 | Sep 30, 2025 | -18,733 | - |
| Keystone Global Partners, LLC | 0 | Sep 30, 2025 | -509 | - |
| Engineers Gate Manager LP | 0 | Sep 30, 2025 | -17,183 | - |
| BANK OF NOVA SCOTIA | 0 | Sep 30, 2025 | -18,893 | - |
| FIRST UNITED BANK & TRUST | 0 | Sep 30, 2025 | -20 | - |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0 | Sep 30, 2025 | -3,987,632 | - |
| Duncan Williams Asset Management, LLC | 0 | Sep 30, 2025 | -2,481 | - |
| AVANTAX ADVISORY SERVICES, INC. | 9.27M | Jun 30, 2025 | +31.85K | - |
| EP Wealth Advisors, LLC | 2.37M | Jun 30, 2025 | +24.67K | - |
| FORM Wealth Advisors, LLC | 816.30K | Jun 30, 2025 | -113,402 | - |
| First Horizon Advisors, Inc. | 462.54K | Jun 30, 2025 | +18.72K | - |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 345.05K | Jun 30, 2025 | +650 | - |
| Parkside Advisors LLC | 272.89K | Jun 30, 2025 | +4.71K | - |
| MV CAPITAL MANAGEMENT, INC. | 253.20K | Jun 30, 2025 | -3,845 | - |
| Blue Oak Capital, LLC | 215.69K | Jun 30, 2025 | +88.28K | - |
| Foguth Wealth Management, LLC. | 192.11K | Jun 30, 2025 | -48,846 | - |
| Atria Wealth Solutions, Inc. | 184.37K | Jun 30, 2025 | -93,403 | - |
| Congress Wealth Management LLC / DE / | 172.57K | Jun 30, 2025 | +78.48K | - |
| Christopher J. Hasenberg, Inc | 96.63K | Jun 30, 2025 | +89.93K | - |
| Copperwynd Financial, LLC | 79.18K | Jun 30, 2025 | +39.69K | - |
| DOHJ, LLC | 73.51K | Jun 30, 2025 | +17.51K | - |
| Exchange Capital Management, Inc. | 68.91K | Jun 30, 2025 | +2.67K | - |
| CIBC WORLD MARKETS CORP | 67.61K | Jun 30, 2025 | +452 | - |
| Family Firm, Inc. | 60.63K | Jun 30, 2025 | +4.53K | - |
| Graypoint LLC | 59.49K | Jun 30, 2025 | -1,393 | - |
| Enterprise Bank & Trust Co | 39.04K | Jun 30, 2025 | -1,416 | - |
| Benchmark Wealth Management, LLC | 37.93K | Jun 30, 2025 | +15.98K | - |
| Canal Capital Management, LLC | 37.00K | Jun 30, 2025 | +13.38K | - |
| SAXON INTERESTS, INC. | 28.44K | Jun 30, 2025 | - | - |
| Smith Anglin Financial, LLC | 21.96K | Jun 30, 2025 | -1,989 | - |
| Narus Financial Partners, LLC | 19.28K | Jun 30, 2025 | +178 | - |
| Tyler-Stone Wealth Management | 12.23K | Jun 30, 2025 | -530 | - |
| Horan Securities, Inc. | 11.23K | Jun 30, 2025 | +1.22K | - |
| Evergreen Advisors, LLC | 9.04K | Jun 30, 2025 | -404 | - |
| DHK Financial Advisors, Inc. | 8.50K | Jun 30, 2025 | -8,500 | - |
| UNION SAVINGS BANK | 8.29K | Jun 30, 2025 | -12 | - |
| Elios Financial Group Inc. | 7.84K | Jun 30, 2025 | +2.50K | - |
| GW HENSSLER & ASSOCIATES LTD | 7.46K | Jun 30, 2025 | - | - |
| Good Life Advisors, LLC | 6.95K | Jun 30, 2025 | -2,148 | - |
| PrairieView Partners, LLC | 6.41K | Jun 30, 2025 | +457 | - |
| Clarity Capital Partners LLC | 6.22K | Jun 30, 2025 | -7,250 | - |
| Financial Partners Group, LLC | 5.93K | Jun 30, 2025 | +5.93K | - |
| J. W. Coons Advisors, LLC | 4.90K | Jun 30, 2025 | - | - |
| Boreal Capital Management LLC | 4.82K | Jun 30, 2025 | +4.82K | - |
| Legacy Investment Solutions, LLC | 4.49K | Jun 30, 2025 | +4.49K | - |
| Summit X, LLC | 4.02K | Jun 30, 2025 | +14 | - |
| Talon Private Wealth, LLC | 3.11K | Jun 30, 2025 | +347 | - |
| Tenret Co LLC | 2.99K | Jun 30, 2025 | - | - |
| Invst, LLC | 2.67K | Jun 30, 2025 | +2.67K | - |
| Kings Path Partners LLC | 2.12K | Jun 30, 2025 | -25 | - |
| WFA of San Diego, LLC | 2.10K | Jun 30, 2025 | +2.10K | - |
| Cape Investment Advisory, Inc. | 1.93K | Jun 30, 2025 | +32 | - |
| ATLAS CAPITAL ADVISORS LLC | 836 | Jun 30, 2025 | +336 | - |
| AllSquare Wealth Management LLC | 235 | Jun 30, 2025 | - | - |
| Principia Wealth Advisory, LLC | 173 | Jun 30, 2025 | +173 | - |
| Financial Gravity Companies, Inc. | 166 | Jun 30, 2025 | +166 | - |
| Iron Horse Wealth Management, LLC | 103 | Jun 30, 2025 | +71 | - |
| Semmax Financial Advisors Inc. | 31 | Jun 30, 2025 | -589 | - |
| Parkworth Wealth Management, Inc. | 2 | Jun 30, 2025 | - | - |
| Kilter Group LLC | 2 | Jun 30, 2025 | +2 | - |
| Safe Harbor Fiduciary, LLC | 1 | Jun 30, 2025 | - | - |
| Capital A Wealth Management, LLC | 0 | Jun 30, 2025 | -142 | - |
| SkyView Investment Advisors, LLC | 0 | Jun 30, 2025 | -3,012 | - |
| Orion Portfolio Solutions, LLC | 735.17K | Mar 31, 2025 | +28.80K | - |
| Cable Hill Partners, LLC | 630.75K | Mar 31, 2025 | +53.54K | - |
| Transform Wealth, LLC | 318.01K | Mar 31, 2025 | +41.22K | - |
| Bremer Bank National Association | 314.33K | Mar 31, 2025 | +2.39K | - |
| Marcum Wealth, LLC | 236.34K | Mar 31, 2025 | +7.30K | - |
| AlphaQ Advisors LLC | 66.23K | Mar 31, 2025 | -13,988 | - |
| CBM Financial, LLC | 60.96K | Mar 31, 2025 | +60.96K | - |
| Grant/GrossMendelsohn, LLC | 37.70K | Mar 31, 2025 | -7,601 | - |
| Wolf Group Capital Advisors | 36.70K | Mar 31, 2025 | +23.46K | - |
| Cahill Wealth Management, LLC | 26.88K | Mar 31, 2025 | +189 | - |
| NAPATREE CAPITAL LLC | 23.66K | Mar 31, 2025 | -320 | - |
| Schechter Investment Advisors, LLC | 23.60K | Mar 31, 2025 | -16,484 | - |
| Sandy Spring Bank | 18.90K | Mar 31, 2025 | +482 | - |
| Wall Street Financial Group, Inc. | 7.86K | Mar 31, 2025 | -219 | - |
| Delta Financial Group, Inc. | 3.45K | Mar 31, 2025 | +13 | - |
| Vista Wealth Management Group, LLC | 3.20K | Mar 31, 2025 | +1.00K | - |
| Wade Financial Advisory, Inc | 3.08K | Mar 31, 2025 | -677 | - |
| Sheaff Brock Investment Advisors, LLC | 2.68K | Mar 31, 2025 | - | - |
| LPF Advisors LLC | 2.49K | Mar 31, 2025 | - | - |
| Heritage Wealth Partners, LLC | 2.13K | Mar 31, 2025 | +2.13K | - |
| CAROLINAS WEALTH CONSULTING LLC | 115 | Mar 31, 2025 | - | - |
| Noble Wealth Management PBC | 8 | Mar 31, 2025 | -22 | - |
| Aveo Capital Partners, LLC | 0 | Mar 31, 2025 | -216,499 | - |
| Lindbrook Capital, LLC | 0 | Mar 31, 2025 | -24,154 | - |
| BluePointe Capital Management, LLC | 0 | Mar 31, 2025 | -2,906 | - |
| Proquility Private Wealth Partners, LLC | 0 | Mar 31, 2025 | -13,133 | - |
| Campbell Wealth Management | 1.37M | Dec 31, 2024 | +70.33K | - |
| Sanctuary Advisors, LLC | 569.69K | Dec 31, 2024 | +41.59K | - |
| Zions Bancorporation, N.A. | 472.54K | Dec 31, 2024 | -14,313 | - |
| Geller Advisors LLC | 321.42K | Dec 31, 2024 | +3.09K | - |
| Madison Investment Advisors, LLC | 192.01K | Dec 31, 2024 | +192.01K | - |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 170.36K | Dec 31, 2024 | +6.40K | - |
| HBC Financial Services, PLLC | 133.86K | Dec 31, 2024 | +9.75K | - |
| Edge Capital Group, LLC | 86.79K | Dec 31, 2024 | +9.96K | - |
| LAKE STREET ADVISORS GROUP, LLC | 81.18K | Dec 31, 2024 | +5.72K | - |
| WMS Partners, LLC | 75.40K | Dec 31, 2024 | -7,043 | - |
| Kades & Cheifetz LLC | 52.21K | Dec 31, 2024 | +52.21K | - |
| EPIQ Capital Group, LLC | 26.41K | Dec 31, 2024 | +324 | - |
| AGILIS PARTNERS LLC | 14.47K | Dec 31, 2024 | - | - |
| PRIVATE CAPITAL MANAGEMENT LLC | 7.50K | Dec 31, 2024 | -1,278 | - |
| BOSTON FINANCIAL MANGEMENT LLC | 4.12K | Dec 31, 2024 | -830 | - |
| Executive Wealth Management, LLC | 4.12K | Dec 31, 2024 | -720 | - |
| SignalPoint Asset Management, LLC | 3.94K | Dec 31, 2024 | +1.91K | - |
| TrinityPoint Wealth, LLC | 3.34K | Dec 31, 2024 | +216 | - |
| Merriman Wealth Management, LLC | 3.11K | Dec 31, 2024 | -55,873 | - |
| Quantitative Strategies, Inc. | 3.04K | Dec 31, 2024 | +154 | - |
| Gray Wealth Management Inc. | 2.93K | Dec 31, 2024 | - | - |
| Bray Capital Advisors | 2.20K | Dec 31, 2024 | - | - |
| WINTRUST INVESTMENTS LLC | 1.74K | Dec 31, 2024 | +754 | - |
| TUCKER ASSET MANAGEMENT LLC | 704 | Dec 31, 2024 | -222 | - |
| Kiely Wealth Advisory Group, Inc. | 663 | Dec 31, 2024 | - | - |
| WR Wealth Planners, LLC | 561 | Dec 31, 2024 | - | - |
| Sanctuary Wealth Management, L.L.C. | 199 | Dec 31, 2024 | +199 | - |
| Householder Group Estate & Retirement Specialist, LLC | 149 | Dec 31, 2024 | -3,290 | - |
| Sugarloaf Wealth Management, LLC | 12 | Dec 31, 2024 | - | - |
| RAYMOND JAMES & ASSOCIATES | 71.07M | Sep 30, 2024 | +2.38M | - |
| Raymond James Financial Services Advisors, Inc. | 4.98M | Sep 30, 2024 | -57,535 | - |
| Edgehill Endowment Partners, LLC | 1.33M | Sep 30, 2024 | -393,331 | - |
| RAYMOND JAMES TRUST N.A. | 585.65K | Sep 30, 2024 | +1.43K | - |
| Divergent Wealth Advisors | 422.93K | Sep 30, 2024 | +11.11K | - |
| LWMG, LLC | 229.64K | Sep 30, 2024 | +129.54K | - |
| Alera Investment Advisors, LLC | 156.46K | Sep 30, 2024 | +405 | - |
| 9258 Wealth Management, LLC | 133.01K | Sep 30, 2024 | -6,336 | - |
| Diversified, LLC | 114.58K | Sep 30, 2024 | +2.78K | - |
| CHARTWELL INVESTMENT PARTNERS, LLC | 93.19K | Sep 30, 2024 | -503 | - |
| Gateway Advisory, LLC | 77.03K | Sep 30, 2024 | -1,282 | - |
| Kowal Investment Group, LLC | 61.53K | Sep 30, 2024 | +8.83K | - |
| Trustees of the Smith College | 38.35K | Sep 30, 2024 | +349 | - |
| All Season Financial Advisors, Inc. | 24.25K | Sep 30, 2024 | -7,189 | - |
| RAYMOND JAMES TRUST CO. OF NH | 23.52K | Sep 30, 2024 | +1.34K | - |
| Source Financial Advisors LLC | 23.03K | Sep 30, 2024 | -41 | - |
| GYL FINANCIAL SYNERGIES, LLC | 14.20K | Sep 30, 2024 | +14.20K | - |
| LifePro Asset Management | 11.14K | Sep 30, 2024 | -678 | - |
| FinTrust Capital Advisors, LLC | 9.01K | Sep 30, 2024 | -610 | - |
| CIC Wealth, LLC | 8.17K | Sep 30, 2024 | +373 | - |
| Axiom Advisory, LLC | 8.00K | Sep 30, 2024 | +65 | - |
| Platte River Wealth Advisors, LLC | 7.45K | Sep 30, 2024 | -775 | - |
| GUARDIAN CAPITAL ADVISORS LP | 7.36K | Sep 30, 2024 | +238 | - |
| Argent Financial Group, Inc. | 6.47K | Sep 30, 2024 | +6.47K | - |
| Family Asset Management, LLC | 5.98K | Sep 30, 2024 | -10 | - |
| Kingfisher Capital LLC | 4.99K | Sep 30, 2024 | +2.44K | - |
| ETFIDEA, LLC | 4.61K | Sep 30, 2024 | +900 | - |
| Susquehanna International Group Ltd. | 4.19K | Sep 30, 2024 | -9,387 | - |
| Carmichael Hill & Associates, Inc. | 2.95K | Sep 30, 2024 | +1.43K | - |
| TNF LLC | 2.65K | Sep 30, 2024 | - | - |
| Sweet Financial Partners, LLC | 2.25K | Sep 30, 2024 | +2.25K | - |
| Planning Capital Management Corp | 1.98K | Sep 30, 2024 | +946 | - |
| VitalStone Financial, LLC | 1.78K | Sep 30, 2024 | +34 | - |
| Annapolis Financial Services, LLC | 1.37K | Sep 30, 2024 | +93 | - |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 764 | Sep 30, 2024 | +764 | - |
| Naples Money Management LLC | 0 | Sep 30, 2024 | -87 | - |
| BlackRock Inc. | 46.03M | Jun 30, 2024 | +2.11M | - |
| Geisinger Health | 1.53M | Jun 30, 2024 | +14.00K | - |
| JANICZEK WEALTH MANAGEMENT, LLC | 365.31K | Jun 30, 2024 | -5,773 | - |
| Coombe, Bender & Co LLC | 117.47K | Jun 30, 2024 | +2.54K | - |
| WALDEN WEALTH PARTNERS LLC | 116.04K | Jun 30, 2024 | +2.02K | - |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 81.72K | Jun 30, 2024 | +12.45K | - |
| HERITAGE WEALTH MANAGEMENT, LLC | 69.09K | Jun 30, 2024 | +729 | - |
| Spotlight Asset Group, Inc. | 56.05K | Jun 30, 2024 | -3,826 | - |
| Relative Value Partners Group, LLC | 46.33K | Jun 30, 2024 | +46.33K | - |
| Carmenna Advisors LLC | 27.40K | Jun 30, 2024 | +27.40K | - |
| MCKINLEY CAPITAL MANAGEMENT LLC | 20.69K | Jun 30, 2024 | +236 | - |
| Private Ocean, LLC | 13.49K | Jun 30, 2024 | +248 | - |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9.00K | Jun 30, 2024 | -8,296 | - |
| Regis Management CO LLC | 5.62K | Jun 30, 2024 | +2.16K | - |
| Vantage Financial Partners Ltd., Inc. | 4.65K | Jun 30, 2024 | +3 | - |
| Epic Trust Investment Advisors, LLC | 3.58K | Jun 30, 2024 | +1 | - |
| Arden Trust Co | 3.29K | Jun 30, 2024 | -203 | - |
| Abbrea Capital, LLC | 2.90K | Jun 30, 2024 | -1,268 | - |
| Rain Capital Management, LLC | 1.22K | Jun 30, 2024 | +6 | - |
| Wunderlich Capital Managemnt | 1.13K | Jun 30, 2024 | - | - |
| EMFO, LLC | 114 | Jun 30, 2024 | - | - |
| ICA Group Wealth Management, LLC | 31 | Jun 30, 2024 | -848 | - |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | Jun 30, 2024 | - | - |
| HoyleCohen, LLC | 0 | Jun 30, 2024 | -21,455 | - |
| Cetera Advisor Networks LLC | 2.06M | Mar 31, 2024 | +133.30K | - |
| Cetera Advisors LLC | 467.83K | Mar 31, 2024 | +113.35K | - |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 128.33K | Mar 31, 2024 | +4.12K | - |
| Perella Weinberg Partners Capital Management LP | 87.38K | Mar 31, 2024 | -3,574 | - |
| SUMMIT FINANCIAL GROUP, INC. | 60.72K | Mar 31, 2024 | +5.87K | - |
| Bromfield Sneider Wealth Advisors | 56.72K | Mar 31, 2024 | +3.87K | - |
| Atlas Private Wealth Management | 47.40K | Mar 31, 2024 | +13.52K | - |
| Financial Advisory Group | 29.73K | Mar 31, 2024 | -13,655 | - |
| Coppell Advisory Solutions Corp. | 18.58K | Mar 31, 2024 | +18.58K | - |
| Crestone Asset Management LLC | 18.14K | Mar 31, 2024 | +6.12K | - |
| Ziegler Capital Management, LLC | 13.54K | Mar 31, 2024 | -625 | - |
| Benedetti & Gucer, Inc. | 12.38K | Mar 31, 2024 | +2.41K | - |
| Credential Qtrade Securities Inc. | 6.34K | Mar 31, 2024 | - | - |
| Charles Schwab Investment Advisory, Inc. | 5.96K | Mar 31, 2024 | +433 | - |
| Cubic Asset Management, LLC | 5.46K | Mar 31, 2024 | +1.16K | - |
| Eudaimonia Partners, LLC | 3.91K | Mar 31, 2024 | -5,194 | - |
| Coulter & Justus Financial Services, LLC | 3.07K | Mar 31, 2024 | +3.07K | - |
| CAMBRIDGE TRUST CO | 1.03K | Mar 31, 2024 | -1,238 | - |
| Retirement Group, LLC | 512 | Mar 31, 2024 | -109 | - |
| Connectus Wealth, LLC | 0 | Mar 31, 2024 | -76,555 | - |
| Baystate Wealth Management LLC | 817.02K | Dec 31, 2023 | +136.41K | - |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 468.67K | Dec 31, 2023 | +362.01K | - |
| FOCUS FINANCIAL NETWORK INC /ADV | 349.96K | Dec 31, 2023 | +349.96K | - |
| Bartlett & Co. LLC | 285.43K | Dec 31, 2023 | -133,026 | - |
| Ledge Wealth Management, Inc. | 263.21K | Dec 31, 2023 | +103.34K | - |
| Resource Planning Group | 190.30K | Dec 31, 2023 | +56.56K | - |
| Regal Wealth Group, Inc. | 57.43K | Dec 31, 2023 | +1.96K | - |
| Traverso Chambers Private Wealth Management, LLC | 50.82K | Dec 31, 2023 | -353,942 | - |
| TELEMUS CAPITAL, LLC | 48.83K | Dec 31, 2023 | +8.77K | - |
| Wall Capital Group, Inc. | 47.07K | Dec 31, 2023 | -16,539 | - |
| Simplicity Solutions, LLC | 36.92K | Dec 31, 2023 | +33.85K | - |
| Curi Wealth Management, LLC | 35.55K | Dec 31, 2023 | +22.52K | - |
| PROVENCE WEALTH MANAGEMENT GROUP | 17.17K | Dec 31, 2023 | +3.23K | - |
| WEALTHSOURCE PARTNERS, LLC | 12.50K | Dec 31, 2023 | -2,370 | - |
| DFPG INVESTMENTS, LLC | 12.17K | Dec 31, 2023 | +1.51K | - |
| StrategIQ Financial Group, LLC | 6.55K | Dec 31, 2023 | +863 | - |
| Asset Management Resources, LLC | 6.52K | Dec 31, 2023 | -3,513 | - |
| Columbia Trust Co 01012016 | 4.23K | Dec 31, 2023 | +472 | - |
| WADE G W & INC | 3.55K | Dec 31, 2023 | -1,443 | - |
| COLONY GROUP LLC | 380.39K | Sep 30, 2023 | -10,404 | - |
| PATHSTONE FAMILY OFFICE, LLC | 277.49K | Sep 30, 2023 | +261.56K | - |
| WealthSpring Partners, LLC | 187.75K | Sep 30, 2023 | +3.18K | - |
| Cornerstone Retirement Group, Inc. | 171.61K | Sep 30, 2023 | +167.75K | - |
| PRW Wealth Management LLC | 106.53K | Sep 30, 2023 | +106.53K | - |
| PALLADIEM, LLC | 65.69K | Sep 30, 2023 | -18,010 | - |
| Truadvice, LLC | 44.99K | Sep 30, 2023 | -16,012 | - |
| ADVISOR PARTNERS II, LLC | 37.38K | Sep 30, 2023 | +37.38K | - |
| V Wealth Advisors LLC | 32.66K | Sep 30, 2023 | -4,492 | - |
| COMERICA SECURITIES,INC. | 32.43K | Sep 30, 2023 | -14,256 | - |
| DESTINY CAPITAL SECURITIES CORPORATION | 14.62K | Sep 30, 2023 | +14.62K | - |
| WealthOne, LLC | 13.81K | Sep 30, 2023 | -2,553 | - |
| TIEDEMANN ADVISORS, LLC | 11.14K | Sep 30, 2023 | +311 | - |
| MADISON WEALTH MANAGEMENT | 5.05K | Sep 30, 2023 | -229 | - |
| Windsor Group LTD | 3.85K | Sep 30, 2023 | -4,143 | - |
| Leo H. Evart, Inc. | 3.65K | Sep 30, 2023 | +29 | - |
| KB FINANCIAL PARTNERS, LLC | 3.09K | Sep 30, 2023 | - | - |
| Column Capital Advisors, LLC | 917 | Sep 30, 2023 | - | - |
| Antonetti Capital Management LLC | 105 | Sep 30, 2023 | - | - |
| Sutton Wealth Advisors Inc. | 49 | Sep 30, 2023 | +1 | - |
| 3D/L Capital Management, LLC | 0 | Sep 30, 2023 | -2,601 | - |
| TIAA, FSB | 7.03M | Jun 30, 2023 | +1.16M | - |
| AJ WEALTH STRATEGIES, LLC | 672.96K | Jun 30, 2023 | +64.70K | - |
| BerganKDV Wealth Management, LLC | 225.06K | Jun 30, 2023 | +13.75K | - |
| PICTET ASSET MANAGEMENT SA | 125.44K | Jun 30, 2023 | -11,462 | - |
| VALLEY FINANCIAL MANAGEMENT, INC. | 78.14K | Jun 30, 2023 | +47.66K | - |
| Intercontinental Wealth Advisors, LLC | 52.63K | Jun 30, 2023 | -1,939 | - |
| SILVERHAWK ASSET MANAGEMENT, LLC | 42.32K | Jun 30, 2023 | -1,437 | - |
| Wealth Enhancement & Preservation of GA, LLC | 36.59K | Jun 30, 2023 | +712 | - |
| PFS INVESTMENTS INC. | 20.60K | Jun 30, 2023 | +96 | - |
| EA Series Trust | 20.52K | Jun 30, 2023 | +20.52K | - |
| First National Bank of South Miami | 12.48K | Jun 30, 2023 | -444 | - |
| BDO Wealth Advisors, LLC | 11.87K | Jun 30, 2023 | -93 | - |
| NEIRG Wealth Management, LLC | 10.65K | Jun 30, 2023 | +1.00K | - |
| BMS Financial Advisors, LLC | 9.67K | Jun 30, 2023 | -344 | - |
| Kistler-Tiffany Companies, LLC | 7.04K | Jun 30, 2023 | +6.84K | - |
| Carlsbad Wealth Advisory Group, Inc. | 5.93K | Jun 30, 2023 | +5.93K | - |
| EFG CAPITAL INTERNATIONAL CORP. | 3.96K | Jun 30, 2023 | +3.96K | - |
| Veritable, L.P. | 3.36K | Jun 30, 2023 | - | - |
| First Capital Advisors Group, LLC. | 3.29K | Jun 30, 2023 | - | - |
| Bradley Mark J. | 3.29K | Jun 30, 2023 | -6,134 | - |
| Lumature Wealth Partners, LLC | 2.48K | Jun 30, 2023 | -73 | - |
| Financial Architects, Inc | 2.32K | Jun 30, 2023 | +2.32K | - |
| TimeScale Financial, Inc. | 1.20K | Jun 30, 2023 | +1.20K | - |
| Endurance Wealth Management, Inc. | 225 | Jun 30, 2023 | - | - |
| Kalos Management, Inc. | 113 | Jun 30, 2023 | - | - |
| Ten Capital Wealth Advisors, LLC | 0 | Jun 30, 2023 | -473 | - |
| Baldrige Asset Management LLC | 85.17K | Mar 31, 2023 | +8.93K | - |
| Avalon Investment & Advisory | 25.21K | Mar 31, 2023 | +180 | - |
| Cardinal Point Wealth Management Partners, LLC | 19.14K | Mar 31, 2023 | +3.28K | - |
| Barber Financial Group, Inc. | 16.05K | Mar 31, 2023 | +228 | - |
| Domani Wealth, LLC | 14.88K | Mar 31, 2023 | -328 | - |
| TPB WEALTH ADVISORS | 10.30K | Mar 31, 2023 | -1,157 | - |
| Transparent Wealth Partners LLC | 8.66K | Mar 31, 2023 | +8.66K | - |
| Andesa Financial Management Inc. | 6.96K | Mar 31, 2023 | +2.08K | - |
| Stone Asset Management Inc. | 5.58K | Mar 31, 2023 | -19,531 | - |
| Catalyst Wealth Management, LLC | 4.90K | Mar 31, 2023 | +4.90K | - |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 3.39K | Mar 31, 2023 | -661 | - |
| Parsec Financial Management, Inc. | 3.21K | Mar 31, 2023 | -1,660 | - |
| Fullen Financial Group | 3.03K | Mar 31, 2023 | +22 | - |
| Ahrens Investment Partners LLC | 78 | Mar 31, 2023 | +78 | - |
| COMPASS FINANCIAL ADVISORS LLC | 0 | Mar 31, 2023 | -3,418 | - |
| Clear Perspectives Financial Planning, LLC | 0 | Mar 31, 2023 | -292 | - |
| Sargent Bickham Lagudis LLC | 1.02M | Dec 31, 2022 | -15,967 | - |
| TRUSTCORE FINANCIAL SERVICES, LLC | 331.23K | Dec 31, 2022 | -35,620 | - |
| Gallagher Benefit Services, Inc. | 316.73K | Dec 31, 2022 | +316.73K | - |
| F3Logic, LLC | 316.73K | Dec 31, 2022 | +186.51K | - |
| Personal Capital Advisors Corp | 194.25K | Dec 31, 2022 | +139.89K | - |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 90.74K | Dec 31, 2022 | -21,244 | - |
| Sanford Advisory Services, LLC | 77.04K | Dec 31, 2022 | +63.96K | - |
| CFO4Life, L.P. | 53.86K | Dec 31, 2022 | +53.86K | - |
| Integrity Advisory, LLC | 46.62K | Dec 31, 2022 | -7,466 | - |
| Burleson & Company, LLC | 43.66K | Dec 31, 2022 | -35,286 | - |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 43.54K | Dec 31, 2022 | +7.31K | - |
| Laurel Wealth Advisors, Inc. | 42.64K | Dec 31, 2022 | -3,620 | - |
| TITLEIST ASSET MANAGEMENT, LTD. | 19.88K | Dec 31, 2022 | -1,148 | - |
| BANK OF THE WEST | 13.59K | Dec 31, 2022 | +13.59K | - |
| Autus Asset Management, LLC | 9.50K | Dec 31, 2022 | - | - |
| WC Walker & Associates, Inc. | 8.91K | Dec 31, 2022 | -49 | - |
| RESOLUTE FINANCIAL, LLC | 8.41K | Dec 31, 2022 | +2.31K | - |
| BOENNING & SCATTERGOOD, INC. | 8.06K | Dec 31, 2022 | +2.43K | - |
| Claraphi Advisory Network, LLC | 5.24K | Dec 31, 2022 | -2,990 | - |
| Momentum Advisors, LLC | 3.92K | Dec 31, 2022 | +1.50K | - |
| REFRAME WEALTH, LLC | 2.20K | Dec 31, 2022 | +2.20K | - |
| Capital Directions Investment Advisors, LLC | 2.20K | Dec 31, 2022 | +2.20K | - |
| Axiom Investment Management LLC | 1.26K | Dec 31, 2022 | -4,353 | - |
| Align Wealth Management, LLC | 88 | Dec 31, 2022 | +88 | - |
| Lehman & Derafelo Financial Resources LLC | 0 | Dec 31, 2022 | -82 | - |
| Milliman Financial Risk Management LLC | 12.06M | Sep 30, 2022 | +102.40K | - |
| MUFG Americas Holdings Corp | 216.09K | Sep 30, 2022 | -16,749 | - |
| Surevest, LLC | 150.53K | Sep 30, 2022 | -2,826 | - |
| REGENTATLANTIC CAPITAL LLC | 134.12K | Sep 30, 2022 | +5.17K | - |
| Karp Capital Management Corp | 120.14K | Sep 30, 2022 | +22.62K | - |
| American Portfolios Advisors | 104.89K | Sep 30, 2022 | -5,442 | - |
| Portfolio Solutions, LLC | 103.89K | Sep 30, 2022 | +27.17K | - |
| Beaumont Financial Partners, LLC | 94.06K | Sep 30, 2022 | -1,036 | - |
| CPWM, LLC | 77.65K | Sep 30, 2022 | +29.51K | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 76.62K | Sep 30, 2022 | +28.47K | - |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 50.49K | Sep 30, 2022 | -7,916 | - |
| BALASA DINVERNO & FOLTZ LLC | 47.22K | Sep 30, 2022 | +47.22K | - |
| Maryland Capital Management | 44.89K | Sep 30, 2022 | -8,371 | - |
| FourThought Financial, LLC | 27.24K | Sep 30, 2022 | +400 | - |
| CYPRESS CAPITAL MANAGEMENT LLC | 7.96K | Sep 30, 2022 | -110 | - |
| Jefferies Group LLC | 7.92K | Sep 30, 2022 | -1,382 | - |
| EATON VANCE MANAGEMENT | 7.04K | Sep 30, 2022 | - | - |
| Brightworth | 5.74K | Sep 30, 2022 | +3.51K | - |
| Garrison Point Capital, LLC | 5.52K | Sep 30, 2022 | - | - |
| DOWLING & YAHNKE LLC | 3.28K | Sep 30, 2022 | -4,010 | - |
| South Shore Capital Advisors | 3.23K | Sep 30, 2022 | -21 | - |
| KARLINSKI ANDREW C | 2.60K | Sep 30, 2022 | -350 | - |
| Spectrum Management Group, LLC | 2.25K | Sep 30, 2022 | -25 | - |
| Blooom, Inc. | 2.17K | Sep 30, 2022 | -178 | - |
| Covington Capital Management | 350 | Sep 30, 2022 | - | - |
| American Research & Management Co. | 325 | Sep 30, 2022 | - | - |
| AGF Investments LLC | 155 | Sep 30, 2022 | +9 | - |
| SIENA CAPITAL LLC | 20 | Sep 30, 2022 | - | - |
| RGT Wealth Advisors, LLC | 0 | Sep 30, 2022 | -33 | - |
| CADENCE BANK NA | 0 | Sep 30, 2022 | -5,174 | - |
| Corient Capital Partners, LLC | 0 | Sep 30, 2022 | -48,920 | - |
| Brown Advisory Securities, LLC | 0 | Sep 30, 2022 | -2,337 | - |
| ACG Wealth | 0 | Sep 30, 2022 | -18 | - |
| Doyle Wealth Management | 0 | Sep 30, 2022 | -2,011 | - |
| Round Table Services, LLC | 0 | Sep 30, 2022 | -2,214 | - |
| NextCapital Advisers, Inc. | 8.17M | Jun 30, 2022 | +61.18K | - |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 160.50K | Jun 30, 2022 | -5,900 | - |
| Emerson Wealth, LLC | 122.06K | Jun 30, 2022 | +1.74K | - |
| Vericrest Private Wealth | 89.48K | Jun 30, 2022 | -14,854 | - |
| EXANE DERIVATIVES | 44.30K | Jun 30, 2022 | +44.30K | - |
| HYA Advisors, Inc | 25.19K | Jun 30, 2022 | -1,479 | - |
| Altium Wealth Management LLC | 19.12K | Jun 30, 2022 | +19.12K | - |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 15.04K | Jun 30, 2022 | -4,372 | - |
| Fieldpoint Private Securities, LLC | 13.48K | Jun 30, 2022 | -93 | - |
| Pinnacle Private Wealth, LLC | 9.58K | Jun 30, 2022 | +358 | - |
| Cordasco Financial Network | 7.73K | Jun 30, 2022 | +27 | - |
| Titus Wealth Management | 5.62K | Jun 30, 2022 | +2.68K | - |
| Intersect Capital LLC | 5.49K | Jun 30, 2022 | +527 | - |
| KerberRose Wealth Management, LLC | 4.76K | Jun 30, 2022 | +4.76K | - |
| B. Riley Wealth Management, Inc. | 4.76K | Jun 30, 2022 | -1,816 | - |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 2.36K | Jun 30, 2022 | -23 | - |
| Frontier Wealth Management LLC | 2.30K | Jun 30, 2022 | -60 | - |
| Private Capital Group, LLC | 1.94K | Jun 30, 2022 | -2,047 | - |
| Lake Point Wealth Management | 1.55K | Jun 30, 2022 | -3,440 | - |
| Corbenic Partners LLC | 29 | Jun 30, 2022 | - | - |
| HC FINANCIAL ADVISORS INC | 27 | Jun 30, 2022 | - | - |
| BAR HARBOR TRUST SERVICES | 0 | Jun 30, 2022 | - | - |
| Financial Planners of Cleveland, Inc. | 279.96K | Mar 31, 2022 | -72,669 | - |
| People's United Financial, Inc. | 206.79K | Mar 31, 2022 | -45,270 | - |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 99.26K | Mar 31, 2022 | -760,607 | - |
| Winfield Associates, Inc. | 32.61K | Mar 31, 2022 | -4,586 | - |
| Personal Wealth Partners | 23.41K | Mar 31, 2022 | -2,447 | - |
| CAPITAL ONE FINANCIAL CORP | 9.28K | Mar 31, 2022 | -52,800 | - |
| Meristem Family Wealth, LLC | 5.12K | Mar 31, 2022 | - | - |
| Lenox Wealth Advisors, LLC | 2.05K | Mar 31, 2022 | +7 | - |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1.84K | Mar 31, 2022 | +563 | - |
| Swaine & Leidel Wealth Services, LLC | 782 | Mar 31, 2022 | +782 | - |
| Wealthstreet Investment Advisors, LLC | 191 | Mar 31, 2022 | - | - |
| Freedman Financial Associates, Inc. | 22 | Mar 31, 2022 | +22 | - |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | Mar 31, 2022 | -32 | - |
| Holloway Wealth Management, LLC | 0 | Mar 31, 2022 | -1 | - |
| MD Financial Management Inc. | 1.14M | Dec 31, 2021 | -18,920 | - |
| Altavista Wealth Management, Inc. | 500.11K | Dec 31, 2021 | -3,763 | - |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 282.04K | Dec 31, 2021 | -721 | - |
| QUEST CAPITAL MANAGEMENT INC /ADV | 40.98K | Dec 31, 2021 | +3.42K | - |
| NEXT Financial Group, Inc | 33.31K | Dec 31, 2021 | +3.57K | - |
| Clearshares LLC | 32.49K | Dec 31, 2021 | - | - |
| Country Club Trust Company, n.a. | 16.28K | Dec 31, 2021 | -597 | - |
| HawsGoodwin Investment Management LLC | 11.68K | Dec 31, 2021 | -4,375 | - |
| Biltmore Capital Advisors LLC | 9.25K | Dec 31, 2021 | +9.25K | - |
| REILLY FINANCIAL ADVISORS, LLC | 7.55K | Dec 31, 2021 | +1.32K | - |
| Carroll Financial Associates, Inc. | 5.76K | Dec 31, 2021 | +27 | - |
| Crescent Capital Consulting, LLC | 3.32K | Dec 31, 2021 | - | - |
| Clear Perspective Advisors, LLC | 2.33K | Dec 31, 2021 | +15 | - |
| Hayden Royal, LLC | 2.10K | Dec 31, 2021 | +5 | - |
| Investors Financial Group, LLC | 1.81K | Dec 31, 2021 | +1.81K | - |
| Castle Financial & Retirement Planning Associates, Inc. | 3 | Dec 31, 2021 | +3 | - |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 0 | Dec 31, 2021 | -112,515 | - |
| Landsberg, Bennett, & Dubbaneh LLC | 412.47K | Sep 30, 2021 | -16,123 | - |
| Rinet Co LLC | 355.67K | Sep 30, 2021 | +67.29K | - |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 255.57K | Sep 30, 2021 | +10.64K | - |
| NorthCoast Asset Management LLC | 184.46K | Sep 30, 2021 | +1.17K | - |
| DERBY & COMPANY, INC | 162.51K | Sep 30, 2021 | +9.62K | - |
| HATTON CONSULTING, INC. | 146.03K | Sep 30, 2021 | +7.62K | - |
| BHF RG Capital Inc. | 144.10K | Sep 30, 2021 | +30.28K | - |
| C-J Advisory, Inc. | 113.32K | Sep 30, 2021 | +7.28K | - |
| FARR MILLER & WASHINGTON LLC/DC | 63.34K | Sep 30, 2021 | +3.60K | - |
| Covenant Multifamily Offices, LLC | 36.82K | Sep 30, 2021 | +658 | - |
| Psagot Value Holdings Ltd. | 30.00K | Sep 30, 2021 | +7.50K | - |
| Ameritas Investment Company, LLC | 28.88K | Sep 30, 2021 | +19.40K | - |
| CEDAR CAPITAL, LLC | 27.43K | Sep 30, 2021 | +91 | - |
| Homrich & Berg | 13.11K | Sep 30, 2021 | +929 | - |
| LEVEL FOUR FINANCIAL, LLC | 12.50K | Sep 30, 2021 | +111 | - |
| New England Investment & Retirement Group, Inc. | 12.01K | Sep 30, 2021 | -65,629 | - |
| Cascadia Advisory Services, LLC | 7.36K | Sep 30, 2021 | +367 | - |
| MANAGED ACCOUNT SERVICES INC | 3.79K | Sep 30, 2021 | -48 | - |
| PROFESSIONAL PLANNING | 3.42K | Sep 30, 2021 | +14 | - |
| BINGHAM OSBORN & SCARBOROUGH LLC | 2.76K | Sep 30, 2021 | - | - |
| OLD DOMINION CAPITAL MANAGEMENT INC | 2.12K | Sep 30, 2021 | - | - |
| Sonora Investment Management, LLC | 1.98K | Sep 30, 2021 | +1.34K | - |
| QCI ASSET MANAGEMENT INC/NY | 1.96K | Sep 30, 2021 | +8 | - |
| BBVA USA | 221 | Sep 30, 2021 | - | - |
| Berman Capital Advisors, LLC | 82 | Sep 30, 2021 | - | - |
| SageGuard Financial Group, LLC | 0 | Sep 30, 2021 | -5,383 | - |
| SECURITY NATIONAL TRUST CO | 0 | Sep 30, 2021 | -1,693 | - |
| QS Investors, LLC | 3.45M | Jun 30, 2021 | -204,215 | - |
| PICTET ASSET MANAGEMENT LTD | 630.83K | Jun 30, 2021 | -22,800 | - |
| USCA RIA LLC | 127.73K | Jun 30, 2021 | -18,747 | - |
| AdvicePeriod, LLC | 74.59K | Jun 30, 2021 | +4.75K | - |
| Novak Financial Planning, LLC | 16.01K | Jun 30, 2021 | +2.00K | - |
| Vontobel Swiss Wealth Advisors AG | 12.40K | Jun 30, 2021 | - | - |
| Pinnacle Wealth Advisors | 10.71K | Jun 30, 2021 | +10.71K | - |
| Financial Consulate Inc. | 10.33K | Jun 30, 2021 | +10.33K | - |
| FormulaFolio Investments, LLC | 7.21K | Jun 30, 2021 | -4 | - |
| BADGLEY PHELPS & BELL INC | 3.83K | Jun 30, 2021 | -619 | - |
| Epstein & White Financial LLC | 3.67K | Jun 30, 2021 | +1.41K | - |
| ARS Wealth Advisors, LLC | 2.77K | Jun 30, 2021 | - | - |
| BEL AIR INVESTMENT ADVISORS LLC | 2.77K | Jun 30, 2021 | - | - |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2.35K | Jun 30, 2021 | - | - |
| Allegiant Private Advisors, LLC | 1.98K | Jun 30, 2021 | +137 | - |
| Hoover Financial Advisors, Inc. | 78 | Jun 30, 2021 | -1,966 | - |
| MACRO Consulting Group | 0 | Jun 30, 2021 | -42,297 | - |
| WealthStone, Inc. | 159.96K | Mar 31, 2021 | +15.09K | - |
| NORTH AMERICAN MANAGEMENT CORP | 119.56K | Mar 31, 2021 | +6.71K | - |
| Sullivan, Bruyette, Speros & Blaney, LLC | 116.63K | Mar 31, 2021 | +58.12K | - |
| Integer Wealth Advisors Group LLC | 114.86K | Mar 31, 2021 | +54.48K | - |
| Pinnacle Advisory Group, Inc. | 88.52K | Mar 31, 2021 | +18.04K | - |
| FIRST INTERSTATE BANCSYSTEM INC | 12.80K | Mar 31, 2021 | +12.80K | - |
| Stewardship Financial Advisors, LLC | 12.33K | Mar 31, 2021 | -695 | - |
| Paracle Advisors, LLC | 11.65K | Mar 31, 2021 | +1.33K | - |
| TCF National Bank | 7.61K | Mar 31, 2021 | +35 | - |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 4.72K | Mar 31, 2021 | - | - |
| CAMDEN NATIONAL CORP | 1.94K | Mar 31, 2021 | +1.94K | - |
| CWH Capital Management, Inc. | 159.51K | Dec 31, 2020 | +9.35K | - |
| BERRY GROUP, LLC | 26.86K | Dec 31, 2020 | +16.58K | - |
| SVA Wealth Management, LLC | 24.93K | Dec 31, 2020 | +2.17K | - |
| NewFocus Financial Group, LLC | 10.32K | Dec 31, 2020 | -435 | - |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 1.56K | Dec 31, 2020 | - | - |
| Winslow, Evans & Crocker, Inc. | 1.30K | Dec 31, 2020 | +753 | - |
| ETRADE Capital Management LLC | 3.43M | Sep 30, 2020 | +853.86K | - |
| Wealthspire Advisors, L.P. | 292.07K | Sep 30, 2020 | +288.42K | - |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 226.98K | Sep 30, 2020 | +9.72K | - |
| Wellesley Investment Partners, LLC | 219.32K | Sep 30, 2020 | -176 | - |
| First Allied Advisory Services, Inc. | 213.59K | Sep 30, 2020 | -65,525 | - |
| Watson Rebecca | 154.29K | Sep 30, 2020 | +12.63K | - |
| Cougar Global Investments Ltd | 97.63K | Sep 30, 2020 | +4.22K | - |
| Context Partners Fund, L.P. | 54.60K | Sep 30, 2020 | +54.60K | - |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV | 37.24K | Sep 30, 2020 | +1.42K | - |
| Partnervest Advisory Services LLC | 14.31K | Sep 30, 2020 | +8.38K | - |
| Confluence Wealth Management LLC | 10.45K | Sep 30, 2020 | +5.95K | - |
| Filament LLC | 4.37K | Sep 30, 2020 | - | - |
| LifePlan Financial Group, Inc | 2.44K | Sep 30, 2020 | -38 | - |
| Independence Advisors, LLC | 2.11K | Sep 30, 2020 | -7 | - |
| Stearns Financial Services Group | 1.42K | Sep 30, 2020 | -124 | - |
| Rampart Investment Management Company, LLC | 0 | Sep 30, 2020 | -16,382 | - |
| BRINKER CAPITAL INC | 707.27K | Jun 30, 2020 | +57.96K | - |
| Global Financial Private Capital, Inc | 53.05K | Jun 30, 2020 | -20,464 | - |
| Argent Wealth Management LLC | 50.66K | Jun 30, 2020 | -249 | - |
| IBERIABANK CORP | 42.39K | Jun 30, 2020 | +876 | - |
| TRUEWEALTH LLC | 21.41K | Jun 30, 2020 | +58 | - |
| Bluefin Trading, LLC | 9.38K | Jun 30, 2020 | +9.38K | - |
| Private Vista, LLC | 8.84K | Jun 30, 2020 | -21,802 | - |
| Stellar Capital Management, LLC | 4.24K | Jun 30, 2020 | +145 | - |
| Starfire Investment Advisers, Inc. | 4.12K | Jun 30, 2020 | -451 | - |
| Lenox Wealth Management, Inc. | 3.76K | Jun 30, 2020 | -305 | - |
| STRALEM & CO INC | 715 | Jun 30, 2020 | - | - |
| Premise Capital, LLC | 0 | Jun 30, 2020 | -505,789 | - |
| NewDay Solutions, LLC | 0 | Jun 30, 2020 | -1,998 | - |
| GQ Asset Management, LLC | 383.67K | Mar 31, 2020 | -386,769 | - |
| Fiduciary Trust Co International of Pennsylvania | 183.89K | Mar 31, 2020 | +183.89K | - |
| BOYS ARNOLD & CO INC | 45.44K | Mar 31, 2020 | +1.95K | - |
| PagnatoKarp Partners LLC | 21.82K | Mar 31, 2020 | +1.17K | - |
| Willingdon Wealth Management | 13.97K | Mar 31, 2020 | -918 | - |
| Huber Financial Advisors, LLC | 2.38K | Mar 31, 2020 | +130 | - |
| JOYN Advisors, Inc. | 1.88K | Mar 31, 2020 | +1.88K | - |
| Foothills Asset Management, Ltd. | 1.82K | Mar 31, 2020 | -215 | - |
| Squar Milner Financial Services LLC | 214 | Mar 31, 2020 | - | - |
| Stratford Consulting, LLC | 105 | Mar 31, 2020 | +3 | - |
| Advisor Group, Inc. | 1.40M | Dec 31, 2019 | +19.98K | - |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 760.17K | Dec 31, 2019 | +36.59K | - |
| PHH Investments, Ltd. | 389.88K | Dec 31, 2019 | +5.42K | - |
| OptiFour Integrated Wealth Management, LLC | 57.01K | Dec 31, 2019 | +3.46K | - |
| Crow Point Partners, LLC | 36.85K | Dec 31, 2019 | -39,120 | - |
| CAPITAL ONE, NATIONAL ASSOCIATION | 11.19K | Dec 31, 2019 | +11.19K | - |
| Beacon Pointe Wealth Advisors, LLC | 8.75K | Dec 31, 2019 | -1,172 | - |
| LAU ASSOCIATES LLC | 7.50K | Dec 31, 2019 | - | - |
| CXI Advisors | 81 | Dec 31, 2019 | +81 | - |
| CIBC BANK USA | 0 | Dec 31, 2019 | -1,950 | - |
| Whitnell & Co. | 0 | Dec 31, 2019 | - | - |
| Sequoia Wealth Management, LLC | 0 | Dec 31, 2019 | -4,654 | - |
| SUNTRUST BANKS INC | 1.17M | Sep 30, 2019 | +70.56K | - |
| BB&T SECURITIES, LLC | 818.01K | Sep 30, 2019 | +204.14K | - |
| BOSTON ADVISORS LLC | 28.68K | Sep 30, 2019 | +26.41K | - |
| Wealth & Pension Services Group, Inc. | 18.68K | Sep 30, 2019 | -493 | - |
| MRA Associates USA LLC | 12.47K | Sep 30, 2019 | +6.49K | - |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7.98K | Sep 30, 2019 | -507 | - |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 2.57K | Sep 30, 2019 | - | - |
| Capital One Investing, Inc. | 1.87K | Sep 30, 2019 | - | - |
| Guidant Wealth Advisors | 1.36K | Sep 30, 2019 | +2 | - |
| Julex Capital Management, LLC | 675 | Sep 30, 2019 | -131,525 | - |
| MONROE BANK & TRUST/MI | 643.19K | Jun 30, 2019 | +76.64K | - |
| HARVEST CAPITAL MANAGEMENT INC | 48.48K | Jun 30, 2019 | +11.15K | - |
| CHEMICAL BANK | 5.05K | Jun 30, 2019 | +578 | - |
| Delphi Private Advisors LLC | 26 | Jun 30, 2019 | +26 | - |
| HL FINANCIAL SERVICES LLC | 116.51K | Mar 31, 2019 | -79,910 | - |
| TD Ameritrade Trust Co | 103.12K | Mar 31, 2019 | +7.15K | - |
| WealthTrust Fairport, LLC | 87.21K | Mar 31, 2019 | +9.22K | - |
| AVIANCE CAPITAL MANAGEMENT, LLC | 21.80K | Mar 31, 2019 | -1,110 | - |
| Ceros Financial Services Inc. | 7.65K | Mar 31, 2019 | +7.65K | - |
| Alpha Quant Advisors, LLC | 7.52K | Mar 31, 2019 | - | - |
| NEXT Financial Holdings | 1.70K | Mar 31, 2019 | +1.70K | - |
| INR ADVISORY SERVICES LLC | 362 | Mar 31, 2019 | - | - |
| Live Your Vision, LLC | 12 | Mar 31, 2019 | - | - |
| Weatherstone Capital Management | 0 | Mar 31, 2019 | -2,217 | - |
| Sterling Global Strategies LLC | 0 | Mar 31, 2019 | -252 | - |
| Sigma Investment Management Co | 512.50K | Dec 31, 2018 | -14,549 | - |
| Watermark Asset Management, Inc. | 302.45K | Dec 31, 2018 | -33,830 | - |
| Higher Moment Capital LP | 104.89K | Dec 31, 2018 | +104.89K | - |
| COMERICA SECURITIES INC | 26.18K | Dec 31, 2018 | +754 | - |
| BREMER TRUST NATIONAL ASSOCIATION | 25.16K | Dec 31, 2018 | +23.02K | - |
| Questar Asset Management, Inc. | 17.41K | Dec 31, 2018 | +17.41K | - |
| WealthTrust-Arizona, LLC | 3.70K | Dec 31, 2018 | -688 | - |
| CEDAR HILL ASSOCIATES, LLC | 3.58K | Dec 31, 2018 | -706 | - |
| Signature Financial Management, Inc. | 3.00K | Dec 31, 2018 | -7,848 | - |
| Leonetti & Associates, LLC | 2.52K | Dec 31, 2018 | -189,583 | - |
| Peachtree Investment Advisors, Inc. | 0 | Dec 31, 2018 | -5,470 | - |
| Visionary Asset Management, Inc. | 0 | Dec 31, 2018 | -49,705 | - |
| RAND WEALTH, LLC | 514.68K | Sep 30, 2018 | -89,459 | - |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 14.56K | Sep 30, 2018 | -5,024 | - |
| Vestpro Financial Partners, Inc. dba CPF Texas | 9.06K | Sep 30, 2018 | -5,834 | - |
| Vantage Investment Advisors, LLC | 4.63K | Sep 30, 2018 | -608 | - |
| Ken Stern & Associates, Inc. | 1.98K | Sep 30, 2018 | - | - |
| Mariner Wealth Advisors-Cincinnati, LLC | 1.94K | Sep 30, 2018 | +1.94K | - |
| WEALTHFRONT Corp | 0 | Sep 30, 2018 | -2,666 | - |
| Delta Dental Plan of Michigan, Inc. | 383.00K | Jun 30, 2018 | +122 | - |
| Edge Advisors, LLC | 113.88K | Jun 30, 2018 | -940 | - |
| IMPAX ASSET MANAGEMENT LLC | 37.75K | Jun 30, 2018 | -261,000 | - |
| Credential Securities Inc. | 1.72K | Jun 30, 2018 | - | - |
| Windhaven Investment Management, Inc. | 1.94M | Mar 31, 2018 | +1.94M | - |
| Simply Money Advisors | 515.95K | Mar 31, 2018 | -262,514 | - |
| THOMASPARTNERS, INC. | 14.65K | Mar 31, 2018 | -156 | - |
| Huntington Steele LLC | 11.94K | Mar 31, 2018 | -62 | - |
| Hefty Wealth Partners | 6.24K | Mar 31, 2018 | -54,502 | - |
| Allegis Investment Advisors, LLC | 4.67K | Mar 31, 2018 | -10,604 | - |
| FinTrust Investment Advisory Services, LLC | 4.37K | Mar 31, 2018 | -1,075 | - |
| DENVER INVESTMENT ADVISORS LLC | 3.77K | Mar 31, 2018 | +500 | - |
| Oak Point Wealth Management | 191 | Mar 31, 2018 | -34,021 | - |
| IFC Holdings Incorporated/FL | 453.45K | Dec 31, 2017 | +98.62K | - |
| SII INVESTMENTS INC/WI | 292.73K | Dec 31, 2017 | -50,915 | - |
| AHL Partners LLP | 248.89K | Dec 31, 2017 | +18.13K | - |
| Bridgewater Wealth & Financial Management, LLC | 210.06K | Dec 31, 2017 | +964 | - |
| ROCKEFELLER FINANCIAL SERVICES INC | 87.45K | Dec 31, 2017 | -183 | - |
| Cornerstone Financial Partners, LLC | 53.74K | Dec 31, 2017 | +53.74K | - |
| Yellowstone Partners, LLC | 23.93K | Dec 31, 2017 | -8,543 | - |
| WealthShield, LLC | 22.81K | Dec 31, 2017 | +22.81K | - |
| BB&T INVESTMENT SERVICES, INC. | 21.56K | Dec 31, 2017 | +9.19K | - |
| GFS Private Wealth, LLC | 10.31K | Dec 31, 2017 | +10.31K | - |
| Independence Trust CO | 5.86K | Dec 31, 2017 | - | - |
| AURORA FINANCIAL ADVISORS, LLC | 2.29K | Dec 31, 2017 | +2.29K | - |
| Blue Granite Capital, LLC | 1.49K | Dec 31, 2017 | - | - |
| NATIONAL PLANNING CORP | 0 | Dec 31, 2017 | -48,858 | - |
| INVESTMENT CENTERS OF AMERICA INC | 0 | Dec 31, 2017 | -169,256 | - |
| Scottrade Investment Management | 2.55M | Sep 30, 2017 | +219.82K | - |
| Higher Moment Aurora Fund, LP | 224.43K | Sep 30, 2017 | +224.43K | - |
| Concert Wealth Management Inc. | 12.40K | Sep 30, 2017 | -10,243 | - |
| GIRARD SECURITIES, INC. | 6.46K | Sep 30, 2017 | +528 | - |
| RAY GERALD L & ASSOCIATES LTD | 2.67K | Sep 30, 2017 | - | - |
| Smith Affiliated Capital Corp. | 13 | Sep 30, 2017 | - | - |
| I.G. INVESTMENT MANAGEMENT, LTD. | 0 | Sep 30, 2017 | -152,563 | - |
| Commonwealth Equity Services, Inc | 762.87K | Jun 30, 2017 | +24.76K | - |
| 1st Global Advisors, Inc. | 686.63K | Jun 30, 2017 | - | - |
| RONALD BLUE & CO LLC | 100.47K | Jun 30, 2017 | +1.62K | - |
| WFG Advisors, LP | 40.86K | Jun 30, 2017 | +1.46K | - |
| CETERA INVESTMENT MANAGEMENT LLC | 4.15K | Jun 30, 2017 | -590 | - |
| Virtu KCG Holdings LLC | 1.93K | Jun 30, 2017 | +1.93K | - |
| TIAA CREF TRUST CO FSB/MO | 3.18M | Mar 31, 2017 | +167.39K | - |
| Efficient Market Advisors, LLC | 255.84K | Mar 31, 2017 | +32.82K | - |
| BEACON TRUST CO | 233.98K | Mar 31, 2017 | -13,657 | - |
| JANUS HENDERSON INVESTORS US LLC | 175.28K | Mar 31, 2017 | +58.85K | - |
| LBA Wealth Management, LLC | 48.51K | Mar 31, 2017 | -850 | - |
| CT Financial Advisors LLC | 41.02K | Mar 31, 2017 | +1.56K | - |
| FIRST FINANCIAL EQUITY CORPORATION | 33.83K | Mar 31, 2017 | +33.83K | - |
| BlackRock Fund Advisors | 24.77M | Dec 31, 2016 | +731.19K | - |
| BlackRock Institutional Trust Company, N.A. | 6.21M | Dec 31, 2016 | +3.81M | - |
| BlackRock Investment Management, LLC | 1.28M | Dec 31, 2016 | +410.67K | - |
| BLACKROCK ADVISORS LLC | 1.17M | Dec 31, 2016 | -153,977 | - |
| BlackRock Group LTD | 279.10K | Dec 31, 2016 | -128,848 | - |
| MSI Financial Services Inc | 266.27K | Dec 31, 2016 | -31,590 | - |
| Braver Wealth Management, LLC | 80.47K | Dec 31, 2016 | -68,586 | - |
| KANALY TRUST CO | 5.88K | Dec 31, 2016 | - | - |
| Stanford Investment Group, Inc. | 4.37K | Dec 31, 2016 | +21 | - |
| Argentus Capital Management, LLC | 0 | Dec 31, 2016 | -40,593 | - |
| Global Atlantic Investment Advisors, LLC | 881.86K | Sep 30, 2016 | +31.17K | - |
| ITS Asset Management, L.P. | 202.33K | Sep 30, 2016 | -83,277 | - |
| Equinox Institutional Asset Management, LP | 96.53K | Sep 30, 2016 | -125,200 | - |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 27.00K | Sep 30, 2016 | +9.00K | - |
| Lombard Odier Transatlantic Ltd | 21.15K | Sep 30, 2016 | +250 | - |
| WESTPORT RESOURCES MANAGEMENT INC | 6.01K | Sep 30, 2016 | -2,096 | - |
| Matterhorn Capital Management, LLC | 5.66K | Sep 30, 2016 | - | - |
| MONTAGE INVESTMENTS, LLC | 4.79K | Sep 30, 2016 | -4,640 | - |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 3.94K | Sep 30, 2016 | +1.93K | - |
| Edmond de Rothschild (Europe) | 0 | Sep 30, 2016 | -3,550 | - |
| SOCIETE GENERALE | 234.35K | Jun 30, 2016 | +234.35K | - |
| RETIREMENT DESIGN & MANAGEMENT INC /ADV | 95.53K | Jun 30, 2016 | -1,579 | - |
| VSR Financial Services, Inc. | 42.18K | Jun 30, 2016 | +13.58K | - |
| Investors Capital Advisory Services | 26.03K | Jun 30, 2016 | +5.55K | - |
| FIRSTMERIT BANK N A TRUSTEE | 18.48K | Jun 30, 2016 | -9,925 | - |
| Alerus Investment Advisors Corp | 412.93K | Mar 31, 2016 | -189,527 | - |
| EMERSON INVESTMENT MANAGEMENT, LLC | 29.10K | Mar 31, 2016 | -2,724 | - |
| SUMMIT CAPITAL MANAGEMENT LLC | 16.41K | Mar 31, 2016 | -193 | - |
| Gupta Wealth Management LLC | 5.24K | Mar 31, 2016 | +2.25K | - |
| CURIAN CAPITAL LLC | 305.33K | Dec 31, 2015 | -1,056,947 | - |
| Pinnacle Summer Investments, Inc. | 140.20K | Dec 31, 2015 | +66.56K | - |
| SMITH HAYES Advisers, Inc | 4.07K | Dec 31, 2015 | +1.38K | - |
| Fusion Investment Group, LLC | 3.29K | Dec 31, 2015 | -2,205 | - |
| FutureAdvisor, Inc. | 375.61K | Sep 30, 2015 | +38.41K | - |
| Equinox Fund Management LLC | 246.23K | Sep 30, 2015 | - | - |
| J.P. Turner & Co Capital Mnagement, LLC | 20.91K | Sep 30, 2015 | +20.91K | - |
| Aris Wealth Services, Inc. | 16.45K | Sep 30, 2015 | -3,013 | - |
| CITY NATIONAL BANK | 7.53K | Sep 30, 2015 | +1.64K | - |
| MANAGED ACCOUNT ADVISORS LLC | 485.51K | Jun 30, 2015 | +75.74K | - |
| FolioMetrix LLC | 45.14K | Jun 30, 2015 | +12.18K | - |
| First Allied Asset Management, Inc. | 263.56K | Mar 31, 2015 | +168.60K | - |
| BAIRD ROBERT W & CO INC /WI/ | 89.42K | Mar 31, 2015 | +28.83K | - |
| Mariner Wealth Advisors-NYC, LLC | 40.86K | Mar 31, 2015 | +40.86K | - |
| STERNE AGEE GROUP, INC. | 25.23K | Mar 31, 2015 | +9.65K | - |
| STANCORP INVESTMENT ADVISERS INC | 8.99K | Mar 31, 2015 | +498 | - |
| Bank of Kentucky, Inc. | 6.23K | Mar 31, 2015 | +104 | - |
| BOSTON PRIVATE BANK & TRUST CO | 5.08K | Mar 31, 2015 | -560 | - |
| ICC CAPITAL MANAGEMENT INC/ | 4.43K | Mar 31, 2015 | +3.65K | - |
| Placemark Investments, Inc. | 282.77K | Dec 31, 2014 | +51.75K | - |
| NEW ENGLAND SECURITIES CORP /MA/ | 4.06K | Dec 31, 2014 | -219 | - |
| SHAPIRO ROBERT N | 1.06K | Dec 31, 2014 | +91 | - |
| Li Winifred I | 16 | Dec 31, 2014 | - | - |
| UBS AG | 2.00M | Sep 30, 2014 | +170.81K | - |
| QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 626.97K | Sep 30, 2014 | +235.83K | - |
| COMMUNITY BANK SYSTEM, INC. | 64.10K | Sep 30, 2014 | +8.70K | - |
| MARCUARD FAMILY OFFICE LTD | 28.23K | Sep 30, 2014 | +28.23K | - |
| Cobble Hill Financial Services, INC | 3.00K | Sep 30, 2014 | - | - |
| 1919 Investment Counsel, LLC | 2.00K | Sep 30, 2014 | +631 | - |
| MUNDER CAPITAL MANAGEMENT | 1.38K | Sep 30, 2014 | - | - |
| Stifel Trust Company, N.A. | 0 | Sep 30, 2014 | -250 | - |
| Man Investments Ltd | 128.14K | Jun 30, 2014 | +27.33K | - |
| KMS FINANCIAL SERVICES, INC | 9.90K | Jun 30, 2014 | -12,481 | - |
| Compass Efficient Model Portfolios, LLC | 1.23K | Dec 31, 2013 | -242 | - |
| Jane Street Holding, LLC | 0 | Dec 31, 2013 | -109,425 | - |
| STIFEL NICOLAUS & CO INC \MO\ | 240.36K | Sep 30, 2013 | -15,101 | - |
| Signator Financial Services, Inc. | 1.92K | Sep 30, 2013 | -50 | - |
| KNIGHT CAPITAL GROUP LLC | 305.04K | Jun 30, 2013 | +14.92K | - |
| CITY NATIONAL ROCHDALE, LLC | 49.69K | Dec 31, 2012 | +49.32K | - |
| First Allied Securities, Inc. | 45.22K | Jun 30, 2012 | -24,616 | - |
| MERRIMAN, LLC | 99.20K | Sep 30, 2011 | +22.05K | - |
| abrdn Inc. | 62.65K | Dec 31, 2010 | +62.65K | - |
| NOLLENBERGER CAPITAL PARTNERS INC | 956 | Dec 31, 2010 | -63 | - |
| FREESTONE CAPITAL MANAGEMENT LLC | 81.46K | Dec 31, 2009 | +81.46K | - |
| RBC Phillips, Hager & North Investment Counsel Inc. | 4.09K | Sep 30, 2009 | -900 | - |
| RBC Private Counsel (USA) Inc. | 2.01K | Sep 30, 2009 | +700 | - |
| RBC Dominion Securities Inc. | 656 | Dec 31, 2008 | +90 | - |
| PEOPLES BANCORP INC | 5.30K | Sep 30, 2007 | -1,035 | - |
| Lockwood Advisors, Inc. | 316.60K | Mar 31, 2006 | +30.01K | - |
| Meehan Mutual Funds, Inc. | 300 | Mar 31, 2006 | +300 | - |