Avantis Emerging Markets Equity ETF(AVEM)

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Avantis Emerging Markets Equity ETF(AVEM)

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$96.20—

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AVEM(AVEM)

AVEM

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

28.88M

Jun 30, 26

+199.49K

9.88%

Savant Capital, LLC

19.14M

Jun 30, 26

+324.38K

6.55%

ENVESTNET ASSET MANAGEMENT INC

16.13M

Jun 30, 26

+1.72K

5.52%

MORGAN STANLEY

11.25M

Jun 30, 26

+3.26M

3.85%

MERCER GLOBAL ADVISORS INC /ADV

9.97M

Jun 30, 26

+81.43K

3.41%

WELLS FARGO & COMPANY/MN

7.88M

Jun 30, 26

+618.07K

2.70%

AMERIPRISE FINANCIAL INC

6.15M

Jun 30, 26

+918.54K

2.10%

LPL Financial LLC

5.90M

Jun 30, 26

+1.19M

2.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.38M

Jun 30, 26

+419.03K

1.84%

JONES FINANCIAL COMPANIES LLLP

5.35M

Jun 30, 26

+1.08M

1.83%

AMERICAN CENTURY COMPANIES INC

3.40M

Jun 30, 26

+346.70K

1.16%

RAYMOND JAMES FINANCIAL INC

2.77M

Jun 30, 26

+698.16K

0.95%

Bank of New York Mellon Corp

2.69M

Jun 30, 26

+2.16M

0.92%

Cerity Partners LLC

2.56M

Jun 30, 26

-812.38K

0.88%

VANTAGEPOINT INVESTMENT ADVISERS LLC

2.39M

Jun 30, 26

+10.49K

0.82%

Haverford Trust Co

2.37M

Jun 30, 26

+210.18K

0.81%

PNC FINANCIAL SERVICES GROUP, INC.

2.30M

Jun 30, 26

-34.59K

0.79%

ADVISOR GROUP HOLDINGS, INC.

2.19M

Jun 30, 26

+252.07K

0.75%

MML INVESTORS SERVICES, LLC

2.18M

Jun 30, 26

+349.24K

0.75%

Cetera Investment Advisers

2.09M

Jun 30, 26

+226.29K

0.72%

Kestra Investment Management, LLC

1.89M

Jun 30, 26

-1.17M

0.64%

HighTower Advisors, LLC

1.82M

Jun 30, 26

-53.03K

0.62%

Colony Group, LLC

1.64M

Jun 30, 26

-73.11K

0.56%

Annex Advisory Services, LLC

1.55M

Jun 30, 26

+15.88K

0.53%

Neuberger Berman Group LLC

1.54M

Jun 30, 26

+61.35K

0.53%

BOKF, NA

1.48M

Jun 30, 26

-42.47K

0.51%

Modern Wealth Management, LLC

1.38M

Jun 30, 26

+267.97K

0.47%

Resources Investment Advisors, LLC.

1.37M

Jun 30, 26

-514.56K

0.47%

BANK OF MONTREAL /CAN/

1.29M

Jun 30, 26

+223.83K

0.44%

UBS Group AG

1.27M

Jun 30, 26

+161.78K

0.44%

JPMORGAN CHASE & CO

1.23M

Jun 30, 26

-181.09K

0.42%

HARBOUR INVESTMENTS, INC.

1.18M

Jun 30, 26

+33.85K

0.40%

FIFTH THIRD BANCORP

1.18M

Jun 30, 26

+301.03K

0.40%

MASECO LLP

1.16M

Jun 30, 26

+483

0.40%

Pure Financial Advisors, LLC

1.13M

Jun 30, 26

-95.78K

0.38%

HB Wealth Management, LLC

1.11M

Jun 30, 26

+47.73K

0.38%

Oak Root LLC

1.08M

Jun 30, 26

0.37%

Avantax Planning Partners, Inc.

1.07M

Jun 30, 26

-11.66K

0.36%

NICOLET BANKSHARES INC

1.06M

Jun 30, 26

-7.30K

0.36%

Gradient Investments LLC

1.03M

Jun 30, 26

-112.03K

0.35%

Apella Capital, LLC

997.15K

Jun 30, 26

+37.00K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

937.78K

Jun 30, 26

-23.17K

0.32%

GREAT VALLEY ADVISOR GROUP, INC.

905.31K

Jun 30, 26

+20.96K

0.31%

Cresset Asset Management, LLC

892.97K

Jun 30, 26

+30.04K

0.31%

Creative Planning

891.69K

Jun 30, 26

-27.89K

0.31%

NewEdge Advisors, LLC

871.19K

Jun 30, 26

+622.07K

0.30%

Midwest Trust Co

870.01K

Jun 30, 26

+102.43K

0.30%

Parallel Advisors, LLC

814.66K

Jun 30, 26

+54.51K

0.28%

Private Advisor Group, LLC

807.05K

Jun 30, 26

+307.61K

0.28%

Farther Finance Advisors, LLC

799.02K

Jun 30, 26

+50.86K

0.27%

GREENUP STREET WEALTH MANAGEMENT LLC

798.00K

Jun 30, 26

+178.09K

0.27%

TRUIST FINANCIAL CORP

796.37K

Jun 30, 26

+74.24K

0.27%

Summit Financial Strategies, Inc.

785.03K

Jun 30, 26

-44.31K

0.27%

SNS Financial Group, LLC

784.88K

Jun 30, 26

+784.88K

0.27%

Prime Capital Investment Advisors, LLC

750.73K

Jun 30, 26

-5.28K

0.26%

MISSION WEALTH MANAGEMENT, LP

723.81K

Jun 30, 26

+159.57K

0.25%

CI Private Wealth, LLC

715.60K

Jun 30, 26

-310.36K

0.24%

Apollon Wealth Management, LLC

709.10K

Jun 30, 26

+196.17K

0.24%

Buckingham Strategic Partners

704.36K

Jun 30, 26

+161.59K

0.24%

FMR LLC

683.11K

Jun 30, 26

+18.51K

0.23%

ATWOOD & PALMER INC

674.52K

Jun 30, 26

+3.09K

0.23%

ROYAL BANK OF CANADA

669.30K

Jun 30, 26

+128.04K

0.23%

JANE STREET GROUP, LLC

650.00K

Jun 30, 26

+650.00K

0.22%

Falcon Wealth Planning

632.98K

Jun 30, 26

+32.47K

0.22%

Rockwood Wealth Management, LLC

627.97K

Jun 30, 26

+81.93K

0.21%

PARK AVENUE SECURITIES LLC

613.45K

Jun 30, 26

+6.53K

0.21%

Fragasso Group Inc.

610.43K

Jun 30, 26

-9.19K

0.21%

WADDELL & ASSOCIATES, LLC

567.85K

Jun 30, 26

-2.55K

0.19%

Beaird Harris Wealth Management, LLC

554.74K

Jun 30, 26

-18.03K

0.19%

Robertson Stephens Wealth Management, LLC

515.77K

Jun 30, 26

+161.16K

0.18%

FOSTER & MOTLEY INC

515.22K

Jun 30, 26

-5.98K

0.18%

Financial Plan, Inc.

511.27K

Jun 30, 26

+5.17K

0.17%

Tarbox Family Office, Inc.

506.75K

Jun 30, 26

-10.10K

0.17%

HighPoint Advisor Group LLC

495.60K

Jun 30, 26

+3.85K

0.17%

McLean Asset Management Corp

489.33K

Jun 30, 26

-2.43K

0.17%

Diversified Portfolios, Inc.

488.34K

Jun 30, 26

-88.61K

0.17%

Morton Brown Family Wealth, LLC

480.55K

Jun 30, 26

+15.24K

0.16%

Brinker Capital Investments, LLC

461.70K

Jun 30, 26

-28.93K

0.16%

Bogart Wealth, LLC

435.04K

Jun 30, 26

+2.00K

0.15%

Beacon Pointe Advisors, LLC

429.14K

Jun 30, 26

-24.47K

0.15%

Truepoint, Inc.

427.12K

Jun 30, 26

-28.35K

0.15%

IHT Wealth Management, LLC

421.79K

Jun 30, 26

-40.95K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

403.57K

Jun 30, 26

+100.67K

0.14%

Arlington Financial Advisors, LLC

402.77K

Jun 30, 26

-8.09K

0.14%

WEST PACES ADVISORS INC.

401.18K

Jun 30, 26

-9.37K

0.14%

Ritter Daniher Financial Advisory LLC / DE

388.90K

Jun 30, 26

-10.36K

0.13%

Bridgewater Advisors Inc.

381.11K

Jun 30, 26

+296.11K

0.13%

Versant Capital Management, Inc

371.48K

Jun 30, 26

-9.47K

0.13%

Amplius Wealth Advisors, LLC

362.84K

Jun 30, 26

-23.95K

0.12%

Simplicity Wealth,LLC

358.30K

Jun 30, 26

+73.62K

0.12%

Atomi Financial Group, Inc.

353.79K

Jun 30, 26

-14.52K

0.12%

GW HENSSLER & ASSOCIATES LTD

351.55K

Jun 30, 26

+5.24K

0.12%

Quantum Financial Advisors, LLC

345.31K

Jun 30, 26

-7.52K

0.12%

JRM Investment Counsel, LLC

337.76K

Jun 30, 26

+1.06K

0.12%

SC&H Financial Advisors, Inc.

332.08K

Jun 30, 26

+11.95K

0.11%

EP Wealth Advisors, LLC

331.09K

Jun 30, 26

+257.36K

0.11%

ACT Advisors, LLC.

321.93K

Jun 30, 26

+13.94K

0.11%

Cannon Financial Strategists, Inc.

321.73K

Jun 30, 26

-14.09K

0.11%

Summit Financial, LLC

304.35K

Jun 30, 26

-17.41K

0.10%

Copper Harbor Investment Advisors, LLC

297.75K

Jun 30, 26

+297.75K

0.10%

HORAN Wealth, LLC

291.83K

Jun 30, 26

+117.21K

0.10%

High Probability Advisors, LLC

289.84K

Jun 30, 26

+14.52K

0.10%

Kestra Advisory Services, LLC

289.54K

Jun 30, 26

+38.14K

0.10%

Aptus Capital Advisors, LLC

289.43K

Jun 30, 26

+41.63K

0.10%

Rockefeller Capital Management L.P.

288.95K

Jun 30, 26

+10.59K

0.10%

JACKSON THORNTON ASSET MANAGEMENT, LLC

287.75K

Jun 30, 26

-2.33K

0.10%

SRS Capital Advisors, Inc.

287.03K

Jun 30, 26

+264.30K

0.10%

VeraBank, N.A.

282.05K

Jun 30, 26

+7.33K

0.10%

THRIVENT FINANCIAL FOR LUTHERANS

279.70K

Jun 30, 26

-37.61K

0.10%

CGN Advisors LLC

274.55K

Jun 30, 26

+19.78K

0.09%

JSF Financial, LLC

269.57K

Jun 30, 26

+213.59K

0.09%

Madison Asset Management, LLC

266.53K

Jun 30, 26

+230.76K

0.09%

Sunburst Financial Group, LLC

265.41K

Jun 30, 26

+38.92K

0.09%

Armstrong, Fleming & Moore, Inc

263.05K

Jun 30, 26

-98

0.09%

TCG Advisory Services, LLC

262.94K

Jun 30, 26

+9.65K

0.09%

WCG Wealth Advisors LLC

260.67K

Jun 30, 26

+3.62K

0.09%

CORRECT CAPITAL WEALTH MANAGEMENT

260.38K

Jun 30, 26

-17.32K

0.09%

B&D White Capital Company, LLC

259.85K

Jun 30, 26

+1.21K

0.09%

MASSMUTUAL TRUST CO FSB/ADV

257.81K

Jun 30, 26

+2.97K

0.09%

Fonville Wealth Management LLC

253.28K

Jun 30, 26

+15.68K

0.09%

RETIREMENT FINANCIAL SOLUTIONS, LLC

248.49K

Jun 30, 26

+103.91K

0.08%

Concord Wealth Partners

247.85K

Jun 30, 26

-252

0.08%

REAP Financial Group, LLC

247.56K

Jun 30, 26

+17.63K

0.08%

Convergence Financial, LLC

247.02K

Jun 30, 26

+234.51K

0.08%

Ullmann Wealth Partners Group, LLC

239.75K

Jun 30, 26

+27.65K

0.08%

Marietta Wealth Management, LLC

239.06K

Jun 30, 26

-1.33K

0.08%

NATIXIS ADVISORS, L.P.

238.06K

Jun 30, 26

+88.47K

0.08%

Alpha Financial Advisors, LLC

237.63K

Jun 30, 26

+3.04K

0.08%

Walkner Condon Financial Advisors LLC

234.83K

Jun 30, 26

+7.88K

0.08%

Concord Asset Management, LLC/VA

233.74K

Jun 30, 26

-5.00K

0.08%

Foundations Investment Advisors, LLC

229.50K

Jun 30, 26

+11.59K

0.08%

TCI Wealth Advisors, Inc.

229.47K

Jun 30, 26

-4.84K

0.08%

Cooper Financial Group

227.97K

Jun 30, 26

+123.62K

0.08%

Concurrent Investment Advisors, LLC

224.98K

Jun 30, 26

+26.57K

0.08%

Allen Capital Group, LLC

223.03K

Jun 30, 26

+2.75K

0.08%

Equitable Holdings, Inc.

222.72K

Jun 30, 26

+104.94K

0.08%

Pasadena Private Wealth, LLC

222.07K

Jun 30, 26

-6.30K

0.08%

CALIBER WEALTH MANAGEMENT, LLC / KS

221.59K

Jun 30, 26

+3.75K

0.08%

Allworth Financial LP

215.81K

Jun 30, 26

+42.58K

0.07%

Financial Strategies Group, Inc.

215.69K

Jun 30, 26

+215.69K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

213.56K

Jun 30, 26

+21.11K

0.07%

Magnolia Private Wealth, LLC

211.96K

Jun 30, 26

+1.50K

0.07%

Buttonwood Financial Group, LLC

211.48K

Jun 30, 26

-37.60K

0.07%

BSW Wealth Partners

210.86K

Jun 30, 26

+4.36K

0.07%

WJ Interests, LLC

210.24K

Jun 30, 26

-47.94K

0.07%

Werba Rubin Papier Wealth Management

209.84K

Jun 30, 26

+12.31K

0.07%

Atlantic Union Bankshares Corp

209.74K

Jun 30, 26

+209.23K

0.07%

WealthPlan Investment Management, LLC

205.13K

Jun 30, 26

-7.06K

0.07%

Capital Analysts, LLC

205.09K

Jun 30, 26

+15.82K

0.07%

Venturi Wealth Management, LLC

202.20K

Jun 30, 26

-1.34K

0.07%

Waverly Advisors, LLC

201.20K

Jun 30, 26

+2.27K

0.07%

MFA WEALTH ADVISORS, LLC

201.15K

Jun 30, 26

-5.50K

0.07%

Syntegra Private Wealth Group, LLC

200.56K

Jun 30, 26

+10.78K

0.07%

Intergy Private Wealth, LLC

199.83K

Jun 30, 26

+199.83K

0.07%

Plancorp, LLC

198.64K

Jun 30, 26

-490

0.07%

Cambridge Investment Research Advisors, Inc.

193.47K

Jun 30, 26

+61.29K

0.07%

Opus Capital Group, LLC

191.97K

Jun 30, 26

+1.38K

0.07%

Triad Wealth Partners, LLC

190.83K

Jun 30, 26

+187.66K

0.07%

SJS Investment Consulting Inc.

186.64K

Jun 30, 26

+10.67K

0.06%

AIRE ADVISORS, LLC

186.41K

Jun 30, 26

-154

0.06%

LIBRA WEALTH LLC

185.72K

Jun 30, 26

-6.06K

0.06%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

184.22K

Jun 30, 26

-13.98K

0.06%

EXCHANGE TRADED CONCEPTS, LLC

182.69K

Jun 30, 26

+28.90K

0.06%

Modera Wealth Management, LLC

181.00K

Jun 30, 26

+2.75K

0.06%

KAVAR CAPITAL PARTNERS GROUP, LLC

180.90K

Jun 30, 26

+5.04K

0.06%

FORTRESS FINANCIAL GROUP, LLC

179.51K

Jun 30, 26

+176.61K

0.06%

Blue Edge Capital, LLC

178.40K

Jun 30, 26

+35.02K

0.06%

Evelyn Partners Group Ltd

178.31K

Jun 30, 26

+178.31K

0.06%

Berger Financial Group, Inc

177.10K

Jun 30, 26

-2.37K

0.06%

Valued Wealth Advisors LLC

176.72K

Jun 30, 26

-7.59K

0.06%

ERn Financial, LLC

171.57K

Jun 30, 26

-1.15K

0.06%

Burton Enright Welch

171.34K

Jun 30, 26

-12.64K

0.06%

Advisor OS, LLC

170.05K

Jun 30, 26

+44.95K

0.06%

Symphony Financial, Ltd. Co.

169.80K

Jun 30, 26

+14.18K

0.06%

Pensionmark Financial Group, LLC

166.72K

Jun 30, 26

+1.12K

0.06%

Destiny Wealth Partners, LLC

165.22K

Jun 30, 26

-9.74K

0.06%

Three Arch Wealth Management LLC

164.99K

Jun 30, 26

+11.98K

0.06%

ABLE Financial Group, LLC

159.05K

Jun 30, 26

+18.26K

0.05%

Hill Investment Group Partners, LLC

158.90K

Jun 30, 26

-7.52K

0.05%

GRAND WEALTH MANAGEMENT, LLC

158.14K

Jun 30, 26

+3.68K

0.05%

Mariner, LLC

157.81K

Jun 30, 26

-192.84K

0.05%

CAHILL FINANCIAL ADVISORS INC

157.74K

Jun 30, 26

+6.47K

0.05%

CARDIFF PARK ADVISORS, LLC

157.07K

Jun 30, 26

+627

0.05%

Team Hewins, LLC

155.69K

Jun 30, 26

-8.36K

0.05%

Indivisible Partners

155.15K

Jun 30, 26

-322

0.05%

DEFINE FINANCIAL, LLC

154.06K

Jun 30, 26

+2.81K

0.05%

Riverpoint Wealth Management Holdings, LLC

153.77K

Jun 30, 26

+119.56K

0.05%

FIDUCIARY FINANCIAL ADVISORS

153.47K

Jun 30, 26

+96.76K

0.05%

Fidelis Capital Partners, LLC

152.07K

Jun 30, 26

+16.46K

0.05%

True North Advisors, LLC

151.22K

Jun 30, 26

+46.64K

0.05%

CreativeOne Wealth, LLC

150.12K

Jun 30, 26

-201.69K

0.05%

Fort Vancouver Investment Management, LLC

149.84K

Jun 30, 26

-15.54K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

149.16K

Jun 30, 26

+90.70K

0.05%

MAI Capital Management

147.69K

Jun 30, 26

+58.62K

0.05%

Higgins & Schmidt Wealth Strategies LLC

146.98K

Jun 30, 26

-1.05K

0.05%

Vestmark Advisory Solutions, Inc.

146.17K

Jun 30, 26

+128.79K

0.05%

Baird Financial Group, Inc.

146.03K

Jun 30, 26

+83.92K

0.05%

Mason & Associates Inc

141.98K

Jun 30, 26

+1.89K

0.05%

Verum Partners LLC

141.56K

Jun 30, 26

+11.92K

0.05%

Prosperity Planning, Inc.

139.84K

Jun 30, 26

-803

0.05%

VISIONARY HORIZONS, LLC

139.01K

Jun 30, 26

+21.73K

0.05%

Certified Advisory Corp

138.23K

Jun 30, 26

+6.92K

0.05%

Echo Wealth Management, LLC

137.98K

Jun 30, 26

+3.02K

0.05%

STIFEL FINANCIAL CORP

135.94K

Jun 30, 26

+8.04K

0.05%

BOYUM WEALTH ARCHITECTS LLC

135.02K

Jun 30, 26

-1.57K

0.05%

Great Diamond Partners, LLC

133.49K

Jun 30, 26

+1.46K

0.05%

Choice Wealth Advisors, LLC

133.38K

Jun 30, 26

-5.85K

0.05%

55 North Private Wealth, LLC

131.63K

Jun 30, 26

+20.88K

0.05%

INVENIO WEALTH PARTNERS LLC

131.48K

Jun 30, 26

+576

0.04%

Freedom Financial Partners LLC

131.38K

Jun 30, 26

-1.19K

0.04%

SAXON INTERESTS, INC.

129.97K

Jun 30, 26

+129.97K

0.04%

Henrickson Nauta Wealth Advisors, Inc.

129.78K

Jun 30, 26

-2.44K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

128.70K

Jun 30, 26

-4.63K

0.04%

AQR CAPITAL MANAGEMENT LLC

128.24K

Jun 30, 26

+21.76K

0.04%

Hamilton Point Investment Advisors, LLC

127.42K

Jun 30, 26

+7.43K

0.04%

Oak Wealth Advisors LLC

126.76K

Jun 30, 26

+697

0.04%

Legacy CG, LLC

126.19K

Jun 30, 26

+28.83K

0.04%

Shotwell Rutter Baer Inc

125.04K

Jun 30, 26

-5.15K

0.04%

Buck Wealth Strategies, LLC

124.48K

Jun 30, 26

+869

0.04%

Brickley Wealth Management

122.62K

Jun 30, 26

+122.62K

0.04%

Passive Capital Management, LLC.

121.95K

Jun 30, 26

+456

0.04%

Tortoise Investment Management, LLC

121.13K

Jun 30, 26

-2.23K

0.04%

Torren Management, LLC

120.93K

Jun 30, 26

-5.24K

0.04%

Dunhill Financial, LLC

116.42K

Jun 30, 26

+5.27K

0.04%

MJP ASSOCIATES INC /ADV

116.39K

Jun 30, 26

+205

0.04%

Highland Financial Advisors, LLC

115.76K

Jun 30, 26

+10.62K

0.04%

Stewardship Advisors, LLC

114.92K

Jun 30, 26

-85.65K

0.04%

Pacific Life Fund Advisors LLC

112.79K

Jun 30, 26

+1.99K

0.04%

Cornerstone Wealth Group, LLC

111.55K

Jun 30, 26

+5.48K

0.04%

D'Orazio & Associates, Inc.

111.23K

Jun 30, 26

+18.35K

0.04%

NOTTINGHAM ADVISORS, INC.

110.28K

Jun 30, 26

-12.61K

0.04%

Ashton Thomas Private Wealth, LLC

109.95K

Jun 30, 26

-1.11K

0.04%

ZRC WEALTH MANAGEMENT, LLC

109.37K

Jun 30, 26

+3.31K

0.04%

CURIO WEALTH, LLC

109.00K

Jun 30, 26

+6.25K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

106.24K

Jun 30, 26

+106.24K

0.04%

AllGen Financial Advisors, Inc.

105.56K

Jun 30, 26

+1.79K

0.04%

FIRST HAWAIIAN BANK

105.45K

Jun 30, 26

-515

0.04%

CENTRAL TRUST Co

104.99K

Jun 30, 26

+6.58K

0.04%

BetterWealth, LLC

104.62K

Jun 30, 26

-4.48K

0.04%

WMG Financial Advisors, LLC

102.99K

Jun 30, 26

+255

0.04%

COLLECTIVE FAMILY OFFICE LLC

102.04K

Jun 30, 26

-1.96K

0.03%

ShoreHaven Wealth Partners, LLC

101.94K

Jun 30, 26

-30.66K

0.03%

MN Wealth Advisors, LLC

101.25K

Jun 30, 26

+8.89K

0.03%

Heritage Family Offices, LLP

101.23K

Jun 30, 26

+29.74K

0.03%

Pacific Excel Wealth Advisors, Inc.

101.23K

Jun 30, 26

+93.83K

0.03%

INTEGRATED WEALTHCARE, LLC

101.13K

Jun 30, 26

-1.29K

0.03%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

100.39K

Jun 30, 26

-103

0.03%

GeoWealth Management, LLC

100.11K

Jun 30, 26

+14.46K

0.03%

Hudson Capital Management LLC

97.43K

Jun 30, 26

-1.70K

0.03%

Disciplina Capital Management LLC

97.40K

Jun 30, 26

-8.17K

0.03%

46 Peaks LLC

96.57K

Jun 30, 26

+32.57K

0.03%

Align Financial, LLC

95.42K

Jun 30, 26

+2.26K

0.03%

D L CARLSON INVESTMENT GROUP INC

94.65K

Jun 30, 26

+256

0.03%

Collaborative Wealth Managment Inc.

94.56K

Jun 30, 26

-6.87K

0.03%

Merit Financial Group, LLC

94.39K

Jun 30, 26

+2.24K

0.03%

Horst & Graben Wealth Management LLC

94.05K

Jun 30, 26

-61.26K

0.03%

Cypress Point Wealth Management, LLC

93.84K

Jun 30, 26

-2.67K

0.03%

Quantinno Capital Management LP

93.60K

Jun 30, 26

+10.93K

0.03%

Tull Financial Group, Inc.

92.84K

Jun 30, 26

+92.84K

0.03%

Haven Private, LLC

92.61K

Jun 30, 26

-609

0.03%

Financial Futures Ltd Liability Co.

92.29K

Jun 30, 26

-1.00K

0.03%

Strategic Blueprint, LLC

92.17K

Jun 30, 26

-3.63K

0.03%

Chris Bulman Inc

91.93K

Jun 30, 26

+13.38K

0.03%

Avant Financial Advisors LLC

91.43K

Jun 30, 26

+5.11K

0.03%

ACIMA PRIVATE WEALTH, LLC

91.11K

Jun 30, 26

-7.28K

0.03%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

91.11K

Jun 30, 26

-7.89K

0.03%

Shore Point Advisors, LLC

90.35K

Jun 30, 26

+9.63K

0.03%

SIMON QUICK ADVISORS, LLC

90.33K

Jun 30, 26

+90.33K

0.03%

Henderson Brothers Financial Partners, LLC

90.06K

Jun 30, 26

-86.37K

0.03%

Jefferies Financial Group Inc.

89.65K

Jun 30, 26

+89.65K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

88.69K

Jun 30, 26

-272

0.03%

Kings Path Partners LLC

88.02K

Jun 30, 26

+13.90K

0.03%

Flagstone Financial Management

88.01K

Jun 30, 26

-4.02K

0.03%

Broadway Wealth Solutions, Inc.

86.73K

Jun 30, 26

+634

0.03%

CROBAN

85.87K

Jun 30, 26

-1.58K

0.03%

Wealth Alliance

84.85K

Jun 30, 26

+36.06K

0.03%

REDW Wealth LLC

84.11K

Jun 30, 26

+2.95K

0.03%

Midwestern Financial, LLC /IA

83.21K

Jun 30, 26

-616

0.03%

Sylvest Advisors, LLC

83.11K

Jun 30, 26

+670

0.03%

Gateway Wealth Partners, LLC

82.45K

Jun 30, 26

-78.03K

0.03%

Arete Wealth Advisors, LLC

81.83K

Jun 30, 26

+32.06K

0.03%

Greenspring Advisors, LLC

81.75K

Jun 30, 26

-560

0.03%

Independence Bank of Kentucky

81.23K

Jun 30, 26

+22.91K

0.03%

Trace Wealth Advisors, LLC

80.71K

Jun 30, 26

+1.97K

0.03%

STEPHENS INC /AR/

80.58K

Jun 30, 26

-1.33K

0.03%

Trellis Wealth Advisors LLC

80.54K

Jun 30, 26

+434

0.03%

Telos Capital Management, Inc.

80.02K

Jun 30, 26

-920

0.03%

Summit Wealth Partners, LLC

80.01K

Jun 30, 26

+1.30K

0.03%

EnRich Financial Partners LLC

79.48K

Jun 30, 26

-323

0.03%

Brookstone Capital Management

79.15K

Jun 30, 26

+9.65K

0.03%

RIVERSEDGE ADVISORS, LLC

79.05K

Jun 30, 26

-3.72K

0.03%

LexAurum Advisors, LLC

78.81K

Jun 30, 26

-5.19K

0.03%

Grove Bank & Trust

78.35K

Jun 30, 26

+1.17K

0.03%

Objectivity Squared, LLC

77.50K

Jun 30, 26

+24

0.03%

AWM CAPITAL, LLC

77.46K

Jun 30, 26

-256

0.03%

Savvy Advisors, Inc.

77.44K

Jun 30, 26

+11.57K

0.03%

EWA, LLC

77.43K

Jun 30, 26

-40.73K

0.03%

Harbor Group, Inc.

77.03K

Jun 30, 26

+12.44K

0.03%

SAX WEALTH ADVISORS, LLC

76.81K

Jun 30, 26

+60.42K

0.03%

GAINLINE FINANCIAL PARTNERS, LLC

76.37K

Jun 30, 26

+76.37K

0.03%

Physician Wealth Solutions Inc.

75.87K

Jun 30, 26

-1.18K

0.03%

WealthPLAN Partners, LLC

75.38K

Jun 30, 26

-15.81K

0.03%

Waterfront Wealth Inc.

75.29K

Jun 30, 26

+4.21K

0.03%

Wilkerson Advisory Group LLC

75.28K

Jun 30, 26

-2.24K

0.03%

Stonebrook Private Inc.

74.76K

Jun 30, 26

-33.61K

0.03%

Invariant Investment Management

74.54K

Jun 30, 26

-73.87K

0.03%

Mraz, Amerine & Associates, Inc.

74.35K

Jun 30, 26

-2.31K

0.03%

Stonehearth Capital Management, LLC

74.28K

Jun 30, 26

+503

0.03%

Larson Financial Group LLC

74.04K

Jun 30, 26

-86.09K

0.03%

One Wealth Advisors, LLC

73.65K

Jun 30, 26

-50.73K

0.03%

HTG Investment Advisors, Inc.

73.44K

Jun 30, 26

-3.35K

0.03%

Signature Resources Capital Management, LLC

73.28K

Jun 30, 26

+7.46K

0.03%

Evergreen Wealth Solutions, LLC

72.89K

Jun 30, 26

+72.89K

0.02%

White Pine Investment CO

72.44K

Jun 30, 26

+2.88K

0.02%

Richmond Investment Services, LLC

72.41K

Jun 30, 26

-64.90K

0.02%

Atlanta Consulting Group Advisors, LLC

72.38K

Jun 30, 26

+20.15K

0.02%

Fortitude Family Office, LLC

72.27K

Jun 30, 26

-6.49K

0.02%

PW ADVISORS, LLC \ FL

72.21K

Jun 30, 26

+1.03K

0.02%

Glenview Trust Co

71.66K

Jun 30, 26

+10.74K

0.02%

IAG Wealth Partners, LLC

71.44K

Jun 30, 26

+2.31K

0.02%

Janney Montgomery Scott LLC

70.92K

Jun 30, 26

+19.48K

0.02%

Wedmont Private Capital

69.31K

Jun 30, 26

+20.08K

0.02%

Vertex Planning Partners, LLC

68.20K

Jun 30, 26

+5.23K

0.02%

Marks Group Wealth Management, Inc

68.00K

Jun 30, 26

+36.06K

0.02%

Global Strategic Investment Solutions, LLC

67.57K

Jun 30, 26

-1.95K

0.02%

Sequoia Financial Advisors, LLC

67.05K

Jun 30, 26

-1.42K

0.02%

DEFINED WEALTH MANAGEMENT, LLC

66.91K

Jun 30, 26

+66.91K

0.02%

Hutchens & Kramer Investment Management Group, LLC

66.59K

Jun 30, 26

+3.52K

0.02%

Level Financial Advisors, Inc.

66.12K

Jun 30, 26

-1.07K

0.02%

Systelligence, LLC

65.31K

Jun 30, 26

-8.22K

0.02%

Integrity Investment Advisors, LLC

65.08K

Jun 30, 26

+31.51K

0.02%

Bellecapital International Ltd.

64.86K

Jun 30, 26

0.02%

Financial Symmetry Inc

64.37K

Jun 30, 26

-1.10K

0.02%

ARQ WEALTH ADVISORS, LLC

64.04K

Jun 30, 26

+8.65K

0.02%

Capasso Planning Partners LLC

63.71K

Jun 30, 26

-1.61K

0.02%

Great Point Wealth Advisors, LLC

63.61K

Jun 30, 26

-3.37K

0.02%

Koshinski Asset Management, Inc.

62.02K

Jun 30, 26

+62.02K

0.02%

Breakwater Capital Group

61.87K

Jun 30, 26

+4.03K

0.02%

Kelman-Lazarov, Inc.

61.23K

Jun 30, 26

-5.92K

0.02%

Frankly Finances, LLC

61.13K

Jun 30, 26

+4.09K

0.02%

Chicago Partners Investment Group LLC

61.04K

Jun 30, 26

+742

0.02%

Perigon Wealth Management, LLC

60.80K

Jun 30, 26

-357

0.02%

Andrews Advisory Associates, LLC

60.62K

Jun 30, 26

+5.71K

0.02%

CoreCap Advisors, LLC

60.57K

Jun 30, 26

+7.28K

0.02%

Sterneck Capital Management, LLC

60.11K

Jun 30, 26

+2.08K

0.02%

NorthStar Asset Management LLC /NJ/

60.08K

Jun 30, 26

+9.25K

0.02%

Private Wealth Asset Management, LLC

59.88K

Jun 30, 26

+30.92K

0.02%

Burk Holdings LLC

59.53K

Jun 30, 26

+8.71K

0.02%

AE Wealth Management LLC

59.45K

Jun 30, 26

-18.42K

0.02%

Bauman Advisory Group, LLC

59.42K

Jun 30, 26

+32.94K

0.02%

Lakeridge Wealth Management LLC

59.35K

Jun 30, 26

-16.15K

0.02%

CFS Investment Advisory Services, LLC

58.39K

Jun 30, 26

-44.93K

0.02%

Peak Asset Management, LLC

57.98K

Jun 30, 26

-95

0.02%

BWM Planning, LLC

57.50K

Jun 30, 26

+3.82K

0.02%

COMMERCE BANK

57.49K

Jun 30, 26

+7.31K

0.02%

Coign Capital Advisors LLC

57.36K

Jun 30, 26

+57.36K

0.02%

Lifestyle Asset Management, Inc.

57.23K

Jun 30, 26

+934

0.02%

Canvas Wealth Advisors, LLC

57.07K

Jun 30, 26

-1.36K

0.02%

XY Planning Network, Inc.

56.73K

Jun 30, 26

+19.76K

0.02%

Diversify Advisory Services, LLC

56.60K

Jun 30, 26

+56.60K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

56.60K

Jun 30, 26

+8.21K

0.02%

CAP Partners, LLC

56.50K

Jun 30, 26

+24.77K

0.02%

Apollon Financial, LLC

56.09K

Jun 30, 26

+5.94K

0.02%

JNBA Financial Advisors

55.78K

Jun 30, 26

-752

0.02%

Activest Wealth Management

55.35K

Jun 30, 26

-9.18K

0.02%

Sensenig Capital Advisors, Inc

55.34K

Jun 30, 26

+46.44K

0.02%

Ferguson Johnson Wealth Management Inc

54.73K

Jun 30, 26

+1.09K

0.02%

Apeiron RIA LLC

54.44K

Jun 30, 26

-4.45K

0.02%

GREENWOOD CAPITAL ASSOCIATES LLC

54.36K

Jun 30, 26

-3.83K

0.02%

WealthCollab, LLC

54.35K

Jun 30, 26

+740

0.02%

Advisory Services Network, LLC

52.67K

Jun 30, 26

+5.50K

0.02%

Stratos Wealth Partners, LTD.

52.43K

Jun 30, 26

+4.64K

0.02%

ASSETMARK, INC

52.34K

Jun 30, 26

-25.97K

0.02%

Kilner Capital Advisors, LLC

52.00K

Jun 30, 26

-4.31K

0.02%

Advyzon Investment Management, LLC

51.74K

Jun 30, 26

+13.29K

0.02%

Annandale Capital, LLC

51.59K

Jun 30, 26

-5.54K

0.02%

SENTINEL PENSION ADVISORS INC

51.24K

Jun 30, 26

+2.37K

0.02%

WorthPointe, LLC

51.21K

Jun 30, 26

+3.39K

0.02%

TUDOR INVESTMENT CORP ET AL

51.04K

Jun 30, 26

+38.76K

0.02%

CLUNE & ASSOCIATES, LTD.

50.84K

Jun 30, 26

-1.16K

0.02%

Dynamic Advisor Solutions LLC

50.65K

Jun 30, 26

+2.98K

0.02%

OPPENHEIMER & CO INC

49.91K

Jun 30, 26

+3.71K

0.02%

Brown Financial Advisors

49.15K

Jun 30, 26

-7.47K

0.02%

EverSource Wealth Advisors, LLC

49.05K

Jun 30, 26

-12.10K

0.02%

FIRST NATIONAL TRUST CO

48.99K

Jun 30, 26

+1.80K

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

48.74K

Jun 30, 26

+15.26K

0.02%

RETIREMENT GUYS FORMULA LLC

48.13K

Jun 30, 26

-92

0.02%

CARY STREET PARTNERS FINANCIAL LLC

47.68K

Jun 30, 26

+47.68K

0.02%

Koesten, Hirschmann & Crabtree, INC.

47.26K

Jun 30, 26

+11.53K

0.02%

CoreFirst Bank & Trust

47.12K

Jun 30, 26

-1.67K

0.02%

Adelphi Trust Co

47.09K

Jun 30, 26

+8.73K

0.02%

VERUS WEALTH MANAGEMENT, LLC

46.83K

Jun 30, 26

+1.79K

0.02%

TANDEMGROWTH FINANCIAL ADVISORS LLC

46.82K

Jun 30, 26

+2.40K

0.02%

Armbruster Capital Management, Inc.

45.73K

Jun 30, 26

-5.28K

0.02%

POINCIANA ADVISORS GROUP, LLC

45.41K

Jun 30, 26

-4.30K

0.02%

Tillman Hartley LLC

45.20K

Jun 30, 26

+3.42K

0.02%

Sonoma Allocations LLC

44.55K

Jun 30, 26

+22.11K

0.02%

Global Retirement Partners, LLC

44.42K

Jun 30, 26

+44.42K

0.02%

Sunpointe, LLC

44.35K

Jun 30, 26

+11.20K

0.02%

ARWA LLC

44.15K

Jun 30, 26

+2.82K

0.02%

Ameritas Advisory Services, LLC

42.59K

Jun 30, 26

+31.55K

0.01%

Financial Engines Advisors L.L.C.

42.36K

Jun 30, 26

+5.83K

0.01%

AlphaCore Capital LLC

42.01K

Jun 30, 26

+940

0.01%

Mayflower Financial Advisors, LLC

41.81K

Jun 30, 26

-19.27K

0.01%

Steward Partners Investment Advisory, LLC

41.58K

Jun 30, 26

+2.52K

0.01%

Family Office Research LLC

41.48K

Jun 30, 26

+415

0.01%

Base Wealth Management LLC

41.32K

Jun 30, 26

+41.32K

0.01%

Arcadia Wealth Management, Inc.

41.29K

Jun 30, 26

-869

0.01%

GFG Capital, LLC

41.20K

Jun 30, 26

+41.20K

0.01%

Paladin Wealth, LLC

40.54K

Jun 30, 26

-1.27K

0.01%

Mutual Advisors, LLC

40.52K

Jun 30, 26

+4.50K

0.01%

3 FACTOR INDEXING, LLC

40.03K

Jun 30, 26

-1.38K

0.01%

LaSalle St. Investment Advisors, LLC

40.01K

Jun 30, 26

+35.61K

0.01%

Elyxium Wealth, LLC

40.01K

Jun 30, 26

+10.66K

0.01%

Brady Martz Wealth Solutions, LLC

39.66K

Jun 30, 26

-7

0.01%

PLANWISER FINANCIAL, LLC

39.58K

Jun 30, 26

+30.91K

0.01%

Centennial Wealth Advisory LLC

39.26K

Jun 30, 26

-91

0.01%

Ensign Peak Advisors, Inc

39.07K

Jun 30, 26

+39.07K

0.01%

IMA Wealth, Inc.

39.02K

Jun 30, 26

+1.57K

0.01%

Kingsview Wealth Management, LLC

39.02K

Jun 30, 26

+39.02K

0.01%

Kraft, Davis & Associates, LLC

38.71K

Jun 30, 26

+4.20K

0.01%

Visionary Wealth Advisors

38.67K

Jun 30, 26

+34.33K

0.01%

WEDBUSH SECURITIES INC

38.49K

Jun 30, 26

+1.97K

0.01%

MAIMON WEALTH MANAGEMENT LTD.

38.16K

Jun 30, 26

+1.25K

0.01%

Intentional Wealth Strategies, LLC

38.07K

Jun 30, 26

-27.15K

0.01%

McCartney Wealth Management LLC

37.86K

Jun 30, 26

-2

0.01%

ACORN CREEK CAPITAL LLC

37.49K

Jun 30, 26

+415

0.01%

Town Capital LLC

37.16K

Jun 30, 26

-22.22K

0.01%

Maia Wealth LLC

36.97K

Jun 30, 26

-4.37K

0.01%

Daviman Financial, LLC

36.79K

Jun 30, 26

-13.27K

0.01%

RAINIER FAMILY WEALTH INC

36.22K

Jun 30, 26

+3.32K

0.01%

Hobbs Wealth Management, LLC

36.22K

Jun 30, 26

-14.52K

0.01%

Nuveen, LLC

36.03K

Jun 30, 26

+36.03K

0.01%

ORBA Wealth Advisors, L.L.C.

35.98K

Jun 30, 26

+7.51K

0.01%

Kovack Advisors, Inc.

35.74K

Jun 30, 26

+35.74K

0.01%

Sprinkle Financial Consultants LLC

35.44K

Jun 30, 26

+1.28K

0.01%

Navigoe, LLC

34.65K

Jun 30, 26

+826

0.01%

J.W. COLE ADVISORS, INC.

34.49K

Jun 30, 26

+7.75K

0.01%

Prosperity Consulting Group, LLC

33.84K

Jun 30, 26

+790

0.01%

Ariadne Wealth Management, LP

33.69K

Jun 30, 26

+508

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

33.45K

Jun 30, 26

+26.07K

0.01%

Aurelius Family Office LLC

33.27K

Jun 30, 26

-211

0.01%

KEB ASSET MANAGEMENT, LLC

33.27K

Jun 30, 26

+6.79K

0.01%

BlackRock, Inc.

33.16K

Jun 30, 26

-3.71K

0.01%

IFP Advisors, Inc

33.01K

Jun 30, 26

+3.48K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

32.95K

Jun 30, 26

+7.22K

0.01%

Philip James Wealth Mangement, LLC

32.75K

Jun 30, 26

-1.50K

0.01%

Betterment LLC

32.43K

Jun 30, 26

+241

0.01%

NWAM LLC

32.00K

Jun 30, 26

+1.21K

0.01%

Ascension Capital Advisors, Inc.

32.00K

Jun 30, 26

+32.00K

0.01%

SMITH, MOORE & CO.

31.89K

Jun 30, 26

+28.63K

0.01%

M1 Capital Management LLC

31.80K

Jun 30, 26

-15.01K

0.01%

Wheels Up Wealth, Inc.

31.56K

Jun 30, 26

-1.43K

0.01%

Equita Financial Network, Inc.

31.36K

Jun 30, 26

+20

0.01%

Stone Point Wealth LLC

31.19K

Jun 30, 26

-367

0.01%

WILLIAM JOHN SEMPOLINSKI

30.99K

Jun 30, 26

+9.01K

0.01%

QUARRY HILL ADVISORS, LLC

30.92K

Jun 30, 26

-344

0.01%

Envestnet Portfolio Solutions, Inc.

30.82K

Jun 30, 26

+273

0.01%

LIFELONG WEALTH ADVISORS, INC.

30.58K

Jun 30, 26

-9.23K

0.01%

Western Reserve Capital Management, LLC

30.13K

Jun 30, 26

+939

0.01%

Prospect Financial Group LLC

29.89K

Jun 30, 26

+1.20K

0.01%

Leading Edge Financial Planning LLC

29.77K

Jun 30, 26

+4.77K

0.01%

Integrated Advisors Network LLC

29.58K

Jun 30, 26

+4.96K

0.01%

Transcendent Capital Group LLC

29.50K

Jun 30, 26

-32

0.01%

Sagace Wealth Management LLC

29.29K

Jun 30, 26

-240

0.01%

Gen-Wealth Partners Inc

29.14K

Jun 30, 26

-10.54K

0.01%

HMV Wealth Advisors, LLC

29.13K

Jun 30, 26

-3.06K

0.01%

Rialto Wealth Management, LLC

28.71K

Jun 30, 26

-442

0.01%

Petros Family Wealth, LLC

28.06K

Jun 30, 26

+4.12K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

27.94K

Jun 30, 26

+591

0.01%

OpenArc Corporate Advisory, LLC

27.91K

Jun 30, 26

+541

0.01%

Slagle Financial, LLC

27.84K

Jun 30, 26

+4.35K

0.01%

Focus Financial Network, Inc.

27.75K

Jun 30, 26

-10.53K

0.01%

Mattson Financial Services, LLC

27.65K

Jun 30, 26

-3.55K

0.01%

marrick wealth, LLC

27.61K

Jun 30, 26

+5.38K

0.01%

Symmetry Partners, LLC

27.47K

Jun 30, 26

+480

0.01%

Total Clarity Wealth Management, Inc.

27.45K

Jun 30, 26

+7.85K

0.01%

Trilogy Capital Inc.

27.33K

Jun 30, 26

-930

0.01%

Empowered Funds, LLC

27.23K

Jun 30, 26

+1.06K

0.01%

LEIGH BALDWIN & CO., LLC

27.16K

Jun 30, 26

+1.49K

0.01%

AGH Wealth Advisors, LLC

27.08K

Jun 30, 26

+953

0.01%

Trailhead Planners LLC

27.06K

Jun 30, 26

-5.40K

0.01%

Wealthfront Advisers LLC

27.04K

Jun 30, 26

+7.26K

0.01%

Clear Creek Financial Management, LLC

26.88K

Jun 30, 26

+2.71K

0.01%

FFG RETIREMENT ADVISORS LLC

26.75K

Jun 30, 26

+1.04K

0.01%

MOTCO

26.71K

Jun 30, 26

+2.86K

0.01%

Seaside Wealth Management, Inc.

26.45K

Jun 30, 26

-1.00K

0.01%

FMB WEALTH MANAGEMENT

26.28K

Jun 30, 26

+65

0.01%

PKS Advisory Services, LLC

26.06K

Jun 30, 26

+1.00K

0.01%

Perennial Investment Advisors, LLC

25.99K

Jun 30, 26

-9.77K

0.01%

CURTIS WEALTH MANAGEMENT LLC

25.93K

Jun 30, 26

-18.84K

0.01%

Plum Street Advisors, LLC

25.88K

Jun 30, 26

-3.74K

0.01%

Eaton-Cambridge Inc.

25.79K

Jun 30, 26

+7.08K

0.01%

Holos Integrated Wealth LLC

25.77K

Jun 30, 26

-2.26K

0.01%

Private Wealth Management Group, LLC

25.67K

Jun 30, 26

-345

0.01%

TOTH FINANCIAL ADVISORY CORP

25.63K

Jun 30, 26

+6.88K

0.01%

Clarity Capital Advisors, LLC

25.62K

Jun 30, 26

+121

0.01%

Riverwater Partners LLC

25.54K

Jun 30, 26

0.01%

WEBSTER BANK, N. A.

25.39K

Jun 30, 26

+7.71K

0.01%

Holistic Planning, LLC

25.29K

Jun 30, 26

+18.88K

0.01%

Atria Investments, Inc

25.28K

Jun 30, 26

-7.61K

0.01%

Capstone Wealth Management, Inc.

25.09K

Jun 30, 26

+1.52K

0.01%

Tradition Wealth Management, LLC

24.79K

Jun 30, 26

-12.27K

0.01%

KELLEHER FINANCIAL ADVISORS

24.33K

Jun 30, 26

+24.33K

0.01%

Outbound Financial Inc

24.19K

Jun 30, 26

-67

0.01%

Centerpoint Advisory Group

24.08K

Jun 30, 26

+931

0.01%

BOK Financial Private Wealth, Inc.

23.93K

Jun 30, 26

+3.48K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

23.76K

Jun 30, 26

+2.08K

0.01%

MONECO Advisors, LLC

23.59K

Jun 30, 26

+23.59K

0.01%

HICKS CAPITAL MANAGEMENT LLC

23.35K

Jun 30, 26

+619

0.01%

Signal Advisors Wealth, LLC

23.18K

Jun 30, 26

-4.73K

0.01%

Evensky & Katz LLC

23.10K

Jun 30, 26

+27

0.01%

Herold Advisors, Inc.

23.02K

Jun 30, 26

+1.58K

0.01%

LAM GROUP, INC.

22.86K

Jun 30, 26

+1.24K

0.01%

Asset Dedication, LLC

22.61K

Jun 30, 26

-511

0.01%

Pathstone Holdings, LLC

22.46K

Jun 30, 26

+64

0.01%

FIFTH THIRD SECURITIES, INC.

22.40K

Jun 30, 26

+7.88K

0.01%

IFG Advisory, LLC

22.39K

Jun 30, 26

+22.39K

0.01%

Scarborough Advisors, LLC

22.25K

Jun 30, 26

-157.58K

0.01%

Cogent Private Wealth, Inc.

21.99K

Jun 30, 26

+1.32K

0.01%

Balboa Wealth Partners

21.90K

Jun 30, 26

+3.62K

0.01%

PFG Advisors

21.65K

Jun 30, 26

-4.67K

0.01%

Bleakley Financial Group, LLC

21.64K

Jun 30, 26

+21.64K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

21.57K

Jun 30, 26

+9.63K

0.01%

IEQ CAPITAL, LLC

21.31K

Jun 30, 26

-2.10K

0.01%

WESPAC Advisors SoCal, LLC

21.29K

Jun 30, 26

+4.74K

0.01%

Sharkey, Howes & Javer

21.13K

Jun 30, 26

-11.79K

0.01%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

20.96K

Jun 30, 26

-1.37K

0.01%

L.K. Benson & Company, P.C.

20.50K

Jun 30, 26

-175

0.01%

Wealth Management Partners, LLC

20.43K

Jun 30, 26

-359

0.01%

BLVD Private Wealth, LLC

20.41K

Jun 30, 26

+302

0.01%

MB Generational Wealth, LLC

20.40K

Jun 30, 26

0.01%

Tyche Wealth Partners LLC

20.18K

Jun 30, 26

-487

0.01%

Toroso Investments, LLC

19.86K

Jun 30, 26

+19.86K

0.01%

Dogwood Wealth Management LLC

19.64K

Jun 30, 26

-1.63K

0.01%

Friday Financial

19.64K

Jun 30, 26

+6.83K

0.01%

Chatterton & Associates Inc.

19.51K

Jun 30, 26

-10.47K

0.01%

Interchange Capital Partners, LLC

19.30K

Jun 30, 26

+19.30K

0.01%

SAGE RHINO CAPITAL LLC

19.18K

Jun 30, 26

+85

0.01%

StoneX Group Inc.

18.84K

Jun 30, 26

+18.84K

0.01%

Fifth Third Wealth Advisors LLC

18.80K

Jun 30, 26

+3.67K

0.01%

RITHOLTZ WEALTH MANAGEMENT

18.75K

Jun 30, 26

-1.17K

0.01%

Fortis Capital Management LLC

18.60K

Jun 30, 26

-1.68K

0.01%

STRATEGY ASSET MANAGERS LLC

18.45K

Jun 30, 26

-4

0.01%

COZAD ASSET MANAGEMENT INC

18.32K

Jun 30, 26

+917

0.01%

Hopwood Nicholas Hunter

18.27K

Jun 30, 26

-7.49K

0.01%

Delap Wealth Advisory, LLC

18.20K

Jun 30, 26

-601

0.01%

Linscomb & Williams, Inc.

17.98K

Jun 30, 26

+9.35K

0.01%

Gotham Asset Management, LLC

17.94K

Jun 30, 26

+12.27K

0.01%

Orion Capital Management LLC

17.70K

Jun 30, 26

+5.04K

0.01%

MGO ONE SEVEN LLC

17.56K

Jun 30, 26

-18.90K

0.01%

Approach Retirement Advisors, LLC

17.49K

Jun 30, 26

+2.92K

0.01%

LRI Investments, LLC

17.19K

Jun 30, 26

0.01%

Sovran Advisors, LLC

16.97K

Jun 30, 26

+523

0.01%

RFG Advisory, LLC

16.84K

Jun 30, 26

-12.27K

0.01%

49 WEALTH MANAGEMENT, LLC

16.78K

Jun 30, 26

+16.78K

0.01%

ALONGSIDE, LLC

16.78K

Jun 30, 26

+16.78K

0.01%

PRINCIPAL SECURITIES, INC.

16.72K

Jun 30, 26

+3.25K

0.01%

Smartleaf Asset Management LLC

16.67K

Jun 30, 26

0.01%

Geneva Partners, LLC

16.62K

Jun 30, 26

+16.62K

0.01%

Redwood Investment Management, LLC

16.61K

Jun 30, 26

-8.67K

0.01%

MILESTONE ASSET MANAGEMENT, LLC

16.52K

Jun 30, 26

-18.97K

0.01%

QRG CAPITAL MANAGEMENT, INC.

16.14K

Jun 30, 26

+3.90K

0.01%

WealthPoint Financial, LLC

15.93K

Jun 30, 26

-8.18K

0.01%

Atlas Brown,Inc.

15.93K

Jun 30, 26

+1.28K

0.01%

Prospera Financial Services Inc

15.91K

Jun 30, 26

+15.91K

0.01%

Allodium Investment Consultants, LLC

15.77K

Jun 30, 26

-712

0.01%

Ruedi Wealth Management, Inc.

15.74K

Jun 30, 26

-78

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

15.37K

Jun 30, 26

-83

0.01%

Cetera Trust Company, N.A

15.36K

Jun 30, 26

0.01%

DBK Financial Counsel, LLC

15.34K

Jun 30, 26

-1.36K

0.01%

RVW Wealth, LLC

15.21K

Jun 30, 26

-128

0.01%

Hardin Capital Partners, LLC

14.94K

Jun 30, 26

+695

0.01%

THEORY FINANCIAL LLC

14.91K

Jun 30, 26

-12.12K

0.01%

D.A. DAVIDSON & CO.

14.88K

Jun 30, 26

+7.17K

0.01%

Trademark Financial Management, LLC

14.78K

Jun 30, 26

+8.10K

0.01%

PCG Wealth Advisors, LLC

14.66K

Jun 30, 26

+3.55K

0.01%

Fortis Group Advisors, LLC

14.64K

Jun 30, 26

+750

0.01%

Vannoy Advisory Group, Inc.

14.59K

Jun 30, 26

0.00%

BAYSHORE ASSET MANAGEMENT, LLC

14.50K

Jun 30, 26

0.00%

J. M. Brown & Associates Inc.

14.45K

Jun 30, 26

+14.45K

0.00%

Gladstone Institutional Advisory LLC

14.38K

Jun 30, 26

+318

0.00%

RAM Investment Partners, LLC

14.14K

Jun 30, 26

+55

0.00%

Valmark Advisers, Inc.

14.04K

Jun 30, 26

-2.61K

0.00%

Verdence Capital Advisors LLC

13.91K

Jun 30, 26

+621

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

13.41K

Jun 30, 26

+1.47K

0.00%

VERUS CAPITAL PARTNERS, LLC

13.39K

Jun 30, 26

-412

0.00%

Ausdal Financial Partners, Inc.

13.33K

Jun 30, 26

-1.42K

0.00%

WEALTHGARDEN F.S. LLC

13.25K

Jun 30, 26

-4.22K

0.00%

Retirement Management Systems Inc.

13.21K

Jun 30, 26

+293

0.00%

Forum Financial Management, LP

13.15K

Jun 30, 26

-523

0.00%

Integrated Wealth Concepts LLC

12.91K

Jun 30, 26

-342

0.00%

Signature Equity Partners, LLC

12.88K

Jun 30, 26

+4.78K

0.00%

CENTAURUS FINANCIAL, INC.

12.63K

Jun 30, 26

+12.63K

0.00%

VisionPoint Advisory Group, LLC

12.53K

Jun 30, 26

+12.53K

0.00%

WealthTrak Capital Management LLC

12.51K

Jun 30, 26

-6.57K

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

12.43K

Jun 30, 26

-303

0.00%

Pacific Asset Management, LLC

12.39K

Jun 30, 26

-27

0.00%

BROWN ADVISORY INC

12.28K

Jun 30, 26

-2.57K

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.28K

Jun 30, 26

-1.99K

0.00%

Ameritas Investment Partners, Inc.

12.27K

Jun 30, 26

+1.46K

0.00%

Targeted Financial Services LLC

12.17K

Jun 30, 26

-128

0.00%

HAZLETT, BURT & WATSON, INC.

12.10K

Jun 30, 26

+6.56K

0.00%

Avidian Wealth Solutions, LLC

12.06K

Jun 30, 26

-3.97K

0.00%

RESOLUTE WEALTH ADVISOR, INC.

12.05K

Jun 30, 26

0.00%

VANCE WEALTH, INC.

11.93K

Jun 30, 26

-384

0.00%

Kuhn & Co Investment Counsel

11.76K

Jun 30, 26

+151

0.00%

BlackDiamond Wealth Management Inc.

11.72K

Jun 30, 26

-5.11K

0.00%

JAMES INVESTMENT RESEARCH INC

11.64K

Jun 30, 26

+1.53K

0.00%

Tempus Wealth Planning, LLC

11.60K

Jun 30, 26

-2.51K

0.00%

Creative Capital Management Investments LLC

11.58K

Jun 30, 26

-187

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

11.48K

Jun 30, 26

-122

0.00%

ARK & TLK INVESTMENTS, LLC

11.46K

Jun 30, 26

-54

0.00%

Patriot Financial Group Insurance Agency, LLC

11.46K

Jun 30, 26

-21.77K

0.00%

TFO-TDC, LLC

11.32K

Jun 30, 26

+4.47K

0.00%

Haverford Financial Services, Inc.

11.29K

Jun 30, 26

+1.72K

0.00%

OMNI 360 Wealth, Inc.

11.20K

Jun 30, 26

+1.95K

0.00%

Summit Trail Advisors, LLC

11.14K

Jun 30, 26

+896

0.00%

United Community Bank

11.13K

Jun 30, 26

+11.13K

0.00%

SILVER OAK SECURITIES, INCORPORATED

11.09K

Jun 30, 26

+1.28K

0.00%

Seed Wealth Management, Inc.

11.08K

Jun 30, 26

-500

0.00%

Lantern Wealth Advisors, LLC

10.99K

Jun 30, 26

-1.51K

0.00%

Ifrah Financial Services, Inc.

10.84K

Jun 30, 26

-15

0.00%

BCR Wealth Strategies, LLC

10.72K

Jun 30, 26

-424

0.00%

J. Derek Lewis & Associates Inc.

10.69K

Jun 30, 26

+710

0.00%

CULLEN/FROST BANKERS, INC.

10.60K

Jun 30, 26

+1.35K

0.00%

Cloud Capital Management, LLC

10.57K

Jun 30, 26

+31

0.00%

Atlas Wealth LLC

10.54K

Jun 30, 26

+450

0.00%

CAPTRUST FINANCIAL ADVISORS

10.51K

Jun 30, 26

+5.04K

0.00%

Centurion Wealth Management LLC

10.38K

Jun 30, 26

-757

0.00%

Krilogy Financial LLC

10.35K

Jun 30, 26

-99

0.00%

Prepared Retirement Institute LLC

10.35K

Jun 30, 26

+10.35K

0.00%

Cauble & Harre Wealth Management, Inc.

10.23K

Jun 30, 26

+3.73K

0.00%

Sowell Financial Services LLC

10.18K

Jun 30, 26

+63

0.00%

CITIZENS & NORTHERN CORP

10.14K

Jun 30, 26

0.00%

Narus Financial Partners, LLC

10.13K

Jun 30, 26

+5.25K

0.00%

Asset Allocation Strategies LLC

10.10K

Jun 30, 26

-26.51K

0.00%

Sensible Money, LLC

10.05K

Jun 30, 26

0.00%

F&V Capital Management, LLC

9.97K

Jun 30, 26

0.00%

DIXON FNANCIAL SERVICES, INC.

9.91K

Jun 30, 26

0.00%

Parkwoods Wealth Partners, LLC

9.89K

Jun 30, 26

+1.79K

0.00%

Per Stirling Capital Management, LLC.

9.83K

Jun 30, 26

+9.83K

0.00%

SUMMIT WEALTH GROUP LLC / CO

9.80K

Jun 30, 26

+9.80K

0.00%

Evanson Financial, LLC

9.74K

Jun 30, 26

+9.74K

0.00%

Hoxton Planning & Management, LLC

9.73K

Jun 30, 26

-128

0.00%

BAM Wealth Management, LLC

9.62K

Jun 30, 26

-2.35K

0.00%

Johnson Financial Group, LLC

9.62K

Jun 30, 26

+9.62K

0.00%

Callan Family Office, LLC

9.59K

Jun 30, 26

0.00%

Nemes Rush Group LLC

9.56K

Jun 30, 26

+1.55K

0.00%

Caprock Group, LLC

9.54K

Jun 30, 26

+1.86K

0.00%

Lauterbach Financial Advisors, LLC

9.51K

Jun 30, 26

+1.50K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.50K

Jun 30, 26

-111

0.00%

PACIFIC FINANCIAL GROUP INC

9.45K

Jun 30, 26

-462

0.00%

Brio Consultants, LLC

9.45K

Jun 30, 26

-2

0.00%

B. Riley Wealth Advisors, Inc.

9.35K

Jun 30, 26

-101

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

9.34K

Jun 30, 26

+795

0.00%

StrongBox Wealth, LLC

9.33K

Jun 30, 26

+1.09K

0.00%

KICKSTAND VENTURES, LLC.

9.27K

Jun 30, 26

-1.00K

0.00%

NORTHERN TRUST CORP

9.23K

Jun 30, 26

+3.94K

0.00%

USAdvisors Wealth Management, LLC

9.22K

Jun 30, 26

+312

0.00%

BROWN BROTHERS HARRIMAN & CO

9.20K

Jun 30, 26

+1.31K

0.00%

Beacon Financial Advisory LLC

9.18K

Jun 30, 26

-1.91K

0.00%

SUTTON PLACE INVESTORS LLC

9.10K

Jun 30, 26

-4.48K

0.00%

Sanchez Gaunt Capital Management, LLC

9.05K

Jun 30, 26

-4.11K

0.00%

Merkkuri Wealth Advisors LLC

9.00K

Jun 30, 26

-5.00K

0.00%

Accurate Wealth Management, LLC

8.93K

Jun 30, 26

+2.40K

0.00%

Asempa Wealth Advisors

8.81K

Jun 30, 26

+1.29K

0.00%

Santori & Peters, Inc.

8.79K

Jun 30, 26

+721

0.00%

SOUTH PLAINS FINANCIAL, INC.

8.78K

Jun 30, 26

+454

0.00%

Integrity Wealth Solutions LLC

8.63K

Jun 30, 26

+2.06K

0.00%

CogentBlue Wealth Advisors, LLC

8.60K

Jun 30, 26

+586

0.00%

Hilltop Holdings Inc.

8.57K

Jun 30, 26

-354

0.00%

VICUS CAPITAL

8.54K

Jun 30, 26

+1.10K

0.00%

Belleair Asset Management, LLC

8.54K

Jun 30, 26

-425

0.00%

Crusonia Wealth Advisors LLC

8.49K

Jun 30, 26

+95

0.00%

GatePass Capital, LLC

8.45K

Jun 30, 26

+1.49K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

8.39K

Jun 30, 26

-404

0.00%

HBW Advisory Services LLC

8.30K

Jun 30, 26

+2.04K

0.00%

Simmons Bank

8.26K

Jun 30, 26

+8.26K

0.00%

FIRETHORN WEALTH PARTNERS, LLC

8.23K

Jun 30, 26

-10.62K

0.00%

VAQUERO PRIVATE WEALTH, LTD

8.21K

Jun 30, 26

+8.21K

0.00%

Spartan Wealth Advisory Services LLC

8.07K

Jun 30, 26

+950

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

8.03K

Jun 30, 26

-38

0.00%

Investmark Advisory Group LLC

8.00K

Jun 30, 26

+779

0.00%

Peak Planning Group, LLC

7.92K

Jun 30, 26

+818

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

7.87K

Jun 30, 26

+3.53K

0.00%

Pinnacle Financial Partners, Inc.

7.80K

Jun 30, 26

+175

0.00%

Wealthcare Advisory Partners LLC

7.71K

Jun 30, 26

-976

0.00%

TSFG, LLC

7.68K

Jun 30, 26

0.00%

UMB Bank, n.a.

7.66K

Jun 30, 26

+423

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

7.61K

Jun 30, 26

+7.61K

0.00%

PAX Financial Group, LLC

7.56K

Jun 30, 26

-12.34K

0.00%

Ridgeline Wealth, LLC

7.48K

Jun 30, 26

+13

0.00%

Cambridge Financial Group, LLC

7.46K

Jun 30, 26

-80

0.00%

DOVER ADVISORS, LLC

7.42K

Jun 30, 26

-1.20K

0.00%

Bison Wealth, LLC

7.39K

Jun 30, 26

+334

0.00%

RAFFA WEALTH MANAGEMENT, LLC

7.39K

Jun 30, 26

-271

0.00%

Foundry Financial LLC

7.13K

Jun 30, 26

-27

0.00%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

7.01K

Jun 30, 26

+7.01K

0.00%

SageView Advisory Group, LLC

6.96K

Jun 30, 26

+6.96K

0.00%

R2 Capital Strategies, LLC

6.88K

Jun 30, 26

+6.88K

0.00%

Aprio Wealth Management, LLC

6.71K

Jun 30, 26

-187

0.00%

CWA Asset Management Group, LLC

6.70K

Jun 30, 26

+51

0.00%

GOLDMAN SACHS GROUP INC

6.68K

Jun 30, 26

-14.16K

0.00%

Fort Point Capital Partners LLC

6.61K

Jun 30, 26

+37

0.00%

Greenline Wealth Management LLC

6.61K

Jun 30, 26

+2.22K

0.00%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

6.57K

Jun 30, 26

+14

0.00%

Axis Wealth Partners, LLC

6.57K

Jun 30, 26

+2.54K

0.00%

CIBC Bancorp USA Inc.

6.55K

Jun 30, 26

+6.55K

0.00%

VISTA INVESTMENT PARTNERS II, LLC

6.44K

Jun 30, 26

+1.40K

0.00%

Compass Ion Advisors, LLC

6.34K

Jun 30, 26

0.00%

Arkadios Wealth Advisors

6.34K

Jun 30, 26

-6.08K

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

6.30K

Jun 30, 26

+657

0.00%

Kaufman Rossin Wealth, LLC

6.30K

Jun 30, 26

+1.09K

0.00%

Cassilly Financial Group LLC

6.22K

Jun 30, 26

-2.71K

0.00%

Vanguard National Trust Co

6.21K

Jun 30, 26

0.00%

Austin Asset Management Co Inc

6.21K

Jun 30, 26

+1.67K

0.00%

Brand Asset Management Group, Inc.

6.10K

Jun 30, 26

+6.10K

0.00%

Carrera Capital Advisors

6.08K

Jun 30, 26

-100.66K

0.00%

RDA Financial Network

6.05K

Jun 30, 26

-3.58K

0.00%

FLAGSTAR ADVISORS INC.

5.99K

Jun 30, 26

-395

0.00%

Abacus Planning Group, Inc.

5.98K

Jun 30, 26

-1.46K

0.00%

Vawter Financial, Ltd.

5.91K

Jun 30, 26

+800

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.90K

Jun 30, 26

-81

0.00%

Latitude Advisors, LLC

5.86K

Jun 30, 26

+1.08K

0.00%

SouthState Corp

5.80K

Jun 30, 26

+124

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.78K

Jun 30, 26

+1.13K

0.00%

Capital Group Private Client Services, Inc.

5.78K

Jun 30, 26

+247

0.00%

West Wealth Group, LLC

5.76K

Jun 30, 26

+32

0.00%

Foster Group, Inc.

5.76K

Jun 30, 26

-153

0.00%

LWM Advisory Services, LLC

5.70K

Jun 30, 26

+5.70K

0.00%

Squire Investment Management Company, LLC

5.68K

Jun 30, 26

0.00%

Family Investment Center, Inc.

5.64K

Jun 30, 26

+175

0.00%

XTX Topco Ltd

5.59K

Jun 30, 26

+17

0.00%

Operose Advisors LLC

5.59K

Jun 30, 26

-908

0.00%

Elevation Wealth Management LLC

5.58K

Jun 30, 26

-340

0.00%

Freedom Day Solutions, LLC

5.54K

Jun 30, 26

+5.54K

0.00%

Milestone Asset Management Group, LLC

5.52K

Jun 30, 26

+124

0.00%

FIRST TRUST ADVISORS LP

5.52K

Jun 30, 26

+617

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

5.50K

Jun 30, 26

+5.50K

0.00%

Vantus Wealth LLC

5.47K

Jun 30, 26

+5.47K

0.00%

Well Done, LLC

5.43K

Jun 30, 26

+5.43K

0.00%

Facet Wealth, Inc.

5.37K

Jun 30, 26

+2.83K

0.00%

Prosperitas Financial LLC

5.35K

Jun 30, 26

+555

0.00%

Decker Retirement Planning Inc.

5.31K

Jun 30, 26

+29

0.00%

Cadia Private Client LLC

5.01K

Jun 30, 26

-738

0.00%

ELEVATE WEALTH ADVISORY, INC

5.01K

Jun 30, 26

+3.90K

0.00%

Mount Yale Investment Advisors, LLC

4.99K

Jun 30, 26

+99

0.00%

High Net Worth Advisory Group LLC

4.77K

Jun 30, 26

+27

0.00%

A4 Wealth Advisors LLC

4.75K

Jun 30, 26

-3.92K

0.00%

Horizon Investment Services, LLC

4.74K

Jun 30, 26

+77

0.00%

Bragg Financial Advisors, Inc

4.73K

Jun 30, 26

+1.89K

0.00%

Heritage Investment Group, Inc.

4.72K

Jun 30, 26

+4.72K

0.00%

PFG Investments, LLC

4.71K

Jun 30, 26

-2.22K

0.00%

Sigma Planning Corp

4.69K

Jun 30, 26

+4.69K

0.00%

CHOREO, LLC

4.67K

Jun 30, 26

+4.67K

0.00%

Kooman & Associates

4.66K

Jun 30, 26

+4.66K

0.00%

Ignite Planners, LLC

4.65K

Jun 30, 26

+1.24K

0.00%

Element Wealth, LLC

4.62K

Jun 30, 26

+829

0.00%

PRIVATE TRUST CO NA

4.62K

Jun 30, 26

+475

0.00%

Emprise Bank

4.58K

Jun 30, 26

0.00%

S Harris Financial Group, LLC

4.52K

Jun 30, 26

+4.52K

0.00%

Saxony Capital Management, LLC

4.51K

Jun 30, 26

0.00%

Thayer Financial, L.L.C.

4.49K

Jun 30, 26

-988

0.00%

Westside Investment Management, Inc.

4.39K

Jun 30, 26

+347

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.35K

Jun 30, 26

+4.35K

0.00%

COFG Advisors, LLC

4.35K

Jun 30, 26

+4.35K

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

4.35K

Jun 30, 26

-160

0.00%

M&T BANK CORP

4.29K

Jun 30, 26

-24

0.00%

Sachetta, LLC

4.27K

Jun 30, 26

+4.27K

0.00%

Roehl & Yi Investment Advisors, LLC

4.27K

Jun 30, 26

+4.27K

0.00%

Alpha Financial Partners, LLC

4.26K

Jun 30, 26

0.00%

Austin Wealth Management, LLC

4.25K

Jun 30, 26

+170

0.00%

Davis Wealth Advisors, LLC

4.19K

Jun 30, 26

+4.19K

0.00%

Arsenal Capital Advisors LLC

4.16K

Jun 30, 26

+4.16K

0.00%

Meredith Wealth Planning

4.14K

Jun 30, 26

-415

0.00%

Moisand Fitzgerald Tamayo, LLC

4.14K

Jun 30, 26

0.00%

Madrid Wealth Management, LLC

4.13K

Jun 30, 26

-882

0.00%

MBE Wealth Management, LLC

4.13K

Jun 30, 26

0.00%

ASPIRIANT, LLC

4.08K

Jun 30, 26

0.00%

Steelhead Wealth Management LLC

4.05K

Jun 30, 26

+4.05K

0.00%

Parkside Financial Bank & Trust

3.96K

Jun 30, 26

+3.26K

0.00%

Comprehensive Financial Planning, Inc./PA

3.93K

Jun 30, 26

+381

0.00%

Cornerstone Capital, Inc.

3.81K

Jun 30, 26

0.00%

Vilga Financial Planning LLC

3.76K

Jun 30, 26

0.00%

ENTREWEALTH, LLC

3.74K

Jun 30, 26

+3.74K

0.00%

Mesirow Financial Investment Management, Inc.

3.74K

Jun 30, 26

-73

0.00%

Pinnacle Bancorp, Inc.

3.73K

Jun 30, 26

0.00%

US BANCORP \DE\

3.71K

Jun 30, 26

-379

0.00%

Empirical Asset Management, LLC

3.69K

Jun 30, 26

-1.18K

0.00%

Keystone Financial Group

3.69K

Jun 30, 26

+131

0.00%

Millington Financial Advisors, LLC

3.68K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.66K

Jun 30, 26

+709

0.00%

Envision Financial LLC

3.65K

Jun 30, 26

-95

0.00%

Avion Wealth

3.61K

Jun 30, 26

0.00%

CITIGROUP INC

3.59K

Jun 30, 26

+748

0.00%

Western Wealth Management, LLC

3.59K

Jun 30, 26

+2.70K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

3.59K

Jun 30, 26

+489

0.00%

Accredited Investors Inc.

3.59K

Jun 30, 26

+88

0.00%

MSH Capital Advisors LLC

3.59K

Jun 30, 26

-906

0.00%

SeaCrest Wealth Management, LLC

3.58K

Jun 30, 26

+67

0.00%

Generations Wealth, LLC

3.54K

Jun 30, 26

+526

0.00%

Jacobi Capital Management LLC

3.53K

Jun 30, 26

+20

0.00%

RHL GROUP, LLC

3.50K

Jun 30, 26

+411

0.00%

Beverly Hills Private Wealth, LLC

3.49K

Jun 30, 26

-100

0.00%

Dana Investment Advisors, Inc.

3.49K

Jun 30, 26

+544

0.00%

POM Investment Strategies, LLC

3.49K

Jun 30, 26

+986

0.00%

Busey Wealth Management

3.48K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

3.46K

Jun 30, 26

+100

0.00%

Sequent Planning LLC

3.43K

Jun 30, 26

+3.43K

0.00%

Parkway Wealth Management Group, LLC

3.40K

Jun 30, 26

-2.18K

0.00%

Parcion Private Wealth LLC

3.38K

Jun 30, 26

0.00%

Mayfair Advisory Group, LLC

3.38K

Jun 30, 26

+359

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

3.35K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

3.34K

Jun 30, 26

+3.34K

0.00%

Corsicana & Co.

3.29K

Jun 30, 26

+3.29K

0.00%

Resurgent Financial Advisors LLC

3.27K

Jun 30, 26

-1.91K

0.00%

Vantage Point Financial LLC

3.25K

Jun 30, 26

+3.25K

0.00%

Nova R Wealth, Inc.

3.24K

Jun 30, 26

+18

0.00%

Kroeger Financial Partners

3.22K

Jun 30, 26

+3.22K

0.00%

PARK NATIONAL CORP /OH/

3.19K

Jun 30, 26

0.00%

Porter White Investment Advisors, Inc.

3.19K

Jun 30, 26

0.00%

VISTA CAPITAL PARTNERS, INC.

3.17K

Jun 30, 26

0.00%

Clarity Wealth Development LLC

3.17K

Jun 30, 26

-10.34K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

3.14K

Jun 30, 26

-2.15K

0.00%

ANCHOR CAPITAL ADVISORS LLC

3.12K

Jun 30, 26

+3.12K

0.00%

Thrive Wealth Management, LLC

3.03K

Jun 30, 26

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

3.03K

Jun 30, 26

+3.03K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

2.97K

Jun 30, 26

+2.97K

0.00%

Zhang Financial LLC

2.96K

Jun 30, 26

0.00%

Main Street Financial Solutions, LLC

2.95K

Jun 30, 26

+2.95K

0.00%

Clark Asset Management, LLC

2.94K

Jun 30, 26

+58

0.00%

Petersen Hastings Wealth Advisors Inc.

2.94K

Jun 30, 26

+44

0.00%

Aspen Capital Management, LLC

2.94K

Jun 30, 26

0.00%

Revolve Wealth Partners, LLC

2.90K

Jun 30, 26

+2.90K

0.00%

CLARIS ADVISORS, LLC / MO /

2.87K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

2.84K

Jun 30, 26

+2.84K

0.00%

Exeter Financial, LLC

2.80K

Jun 30, 26

0.00%

E6 Portfolios, LLC

2.77K

Jun 30, 26

+2.77K

0.00%

Lutz Financial Services LLC

2.77K

Jun 30, 26

0.00%

Advisory Solutions Group, LLC

2.74K

Jun 30, 26

+2.74K

0.00%

NATIONAL BANK OF CANADA /FI/

2.73K

Jun 30, 26

+12

0.00%

Caerus Investment Advisors, LLC

2.73K

Jun 30, 26

0.00%

Turner Financial Group, Inc.

2.72K

Jun 30, 26

+2.72K

0.00%

Meridian Wealth Management, LLC

2.69K

Jun 30, 26

+2.69K

0.00%

JM2 Capital Inc.

2.65K

Jun 30, 26

+2.65K

0.00%

COGENT STRATEGIC WEALTH LLC

2.64K

Jun 30, 26

0.00%

Fulcrum Equity Management

2.64K

Jun 30, 26

-2.17K

0.00%

Community Bank, N.A.

2.62K

Jun 30, 26

-560

0.00%

Avise Financial Cooperative, Inc.

2.59K

Jun 30, 26

+2.59K

0.00%

Vistica Wealth Advisors, LLC

2.56K

Jun 30, 26

0.00%

Greenwich Wealth Management LLC

2.55K

Jun 30, 26

-1.02K

0.00%

Gerber Kawasaki Wealth & Investment Management

2.55K

Jun 30, 26

0.00%

Colonial Trust Co / SC

2.55K

Jun 30, 26

-337

0.00%

SHEETS SMITH WEALTH MANAGEMENT

2.55K

Jun 30, 26

+2.55K

0.00%

Barnes Wealth Management Group, Inc

2.53K

Jun 30, 26

-190

0.00%

Steffes Financial, Ltd.

2.53K

Jun 30, 26

+2.53K

0.00%

Impact Partnership Wealth, LLC

2.52K

Jun 30, 26

+2.52K

0.00%

First Heartland Consultants, Inc.

2.51K

Jun 30, 26

-85

0.00%

Alteri Wealth LLC

2.49K

Jun 30, 26

-2.06K

0.00%

Adviser Investments LLC

2.47K

Jun 30, 26

+2.47K

0.00%

Inspire Advisors, LLC

2.45K

Jun 30, 26

+2.45K

0.00%

FIDUCIENT ADVISORS LLC

2.43K

Jun 30, 26

+2.43K

0.00%

LANDMARK WEALTH MANAGEMENT, INC.

2.42K

Jun 30, 26

+2.42K

0.00%

CVA Family Office, LLC

2.40K

Jun 30, 26

+1.41K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

2.40K

Jun 30, 26

0.00%

Arrowroot Family Office, LLC

2.40K

Jun 30, 26

-271

0.00%

Tufton Capital Management

2.38K

Jun 30, 26

+2.38K

0.00%

Cornerstone Management, Inc.

2.37K

Jun 30, 26

+2.37K

0.00%

NewEdge Wealth, LLC

2.36K

Jun 30, 26

+2.36K

0.00%

Copley Financial Group, Inc.

2.34K

Jun 30, 26

-852

0.00%

CHAPIN DAVIS, INC.

2.31K

Jun 30, 26

+2.31K

0.00%

Delos Wealth Advisors, LLC

2.30K

Jun 30, 26

0.00%

Regatta Research & Money Management

2.29K

Jun 30, 26

+2.29K

0.00%

Fermata Advisors, LLC

2.28K

Jun 30, 26

+2.28K

0.00%

Cerity Partners Retirement Plan Advisors LLC

2.25K

Jun 30, 26

+2.25K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

2.24K

Jun 30, 26

-1.56K

0.00%

Hexagon Capital Partners LLC

2.22K

Jun 30, 26

+2.22K

0.00%

Eqis Capital Management, Inc.

2.22K

Jun 30, 26

+2.22K

0.00%

Global Trust Wealth Management LLC

2.21K

Jun 30, 26

+2.21K

0.00%

GUYASUTA INVESTMENT ADVISORS INC

2.21K

Jun 30, 26

+2.21K

0.00%

Kennebec Savings Bank

2.21K

Jun 30, 26

+150

0.00%

Hedeker Wealth, LLC

2.19K

Jun 30, 26

+2.19K

0.00%

Capital Investment Advisors, LLC

2.19K

Jun 30, 26

+2.19K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.19K

Jun 30, 26

+2.19K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

2.17K

Jun 30, 26

+2.17K

0.00%

Yardley Wealth Management LLC

2.16K

Jun 30, 26

+2.16K

0.00%

Midwest Financial Network, LLC

2.13K

Jun 30, 26

+2.13K

0.00%

Intelligence Driven Advisers, LLC

2.10K

Jun 30, 26

+2.10K

0.00%

Everhart Financial Group, Inc.

2.08K

Jun 30, 26

+2.08K

0.00%

Trust Co

1.98K

Jun 30, 26

+243

0.00%

HUNTINGTON NATIONAL BANK

1.91K

Jun 30, 26

-67

0.00%

Arlington Trust Co LLC

1.57K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.40K

Jun 30, 26

+1.40K

0.00%

Kingdom Financial Group LLC.

1.37K

Jun 30, 26

+1.31K

0.00%

Salomon & Ludwin, LLC

1.36K

Jun 30, 26

0.00%

TFC Financial Management, Inc.

1.33K

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

1.32K

Jun 30, 26

-437

0.00%

BESSEMER GROUP INC

1.29K

Jun 30, 26

+1.25K

0.00%

Tidemark, LLC

1.27K

Jun 30, 26

-29

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.27K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.25K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

1.19K

Jun 30, 26

+1.19K

0.00%

Russell Investments Group, Ltd.

1.15K

Jun 30, 26

+847

0.00%

VALLEY NATIONAL ADVISERS INC

1.09K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.05K

Jun 30, 26

-209

0.00%

Johnson Financial Group, Inc.

1.03K

Jun 30, 26

-418

0.00%

LGT Financial Advisors LLC

997

Jun 30, 26

-109

0.00%

MATHER GROUP, LLC.

992

Jun 30, 26

+232

0.00%

Transamerica Financial Advisors, Inc.

920

Jun 30, 26

-44.24K

0.00%

Strive Financial Group ,LLC

911

Jun 30, 26

+51

0.00%

Strategic Wealth Partners, Ltd.

847

Jun 30, 26

-62

0.00%

MeadowBrook Investment Advisors LLC

838

Jun 30, 26

0.00%

Spire Wealth Management

768

Jun 30, 26

-301

0.00%

HHM Wealth Advisors, LLC

680

Jun 30, 26

+395

0.00%

Rossby Financial, LCC

673

Jun 30, 26

+222

0.00%

PlanVest Financial, Inc

626

Jun 30, 26

+626

0.00%

VANGUARD ADVISERS INC

621

Jun 30, 26

-16

0.00%

MidFirst Bank

616

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

600

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

597

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

537

Jun 30, 26

+537

0.00%

HANTZ FINANCIAL SERVICES, INC.

531

Jun 30, 26

+75

0.00%

MANNING & NAPIER ADVISORS LLC

508

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

500

Jun 30, 26

+500

0.00%

CNB Bank

477

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

476

Jun 30, 26

+443

0.00%

Bank of New Hampshire

447

Jun 30, 26

+100

0.00%

BARRETT & COMPANY, INC.

447

Jun 30, 26

+447

0.00%

Collier Financial

447

Jun 30, 26

+447

0.00%

FIRST COMMUNITY TRUST NA

443

Jun 30, 26

+256

0.00%

Synergy Investment Management, LLC

440

Jun 30, 26

+69

0.00%

Tanglewood Legacy Advisors, LLC

435

Jun 30, 26

0.00%

NorthAvenue LLC

413

Jun 30, 26

0.00%

CX Institutional

411

Jun 30, 26

-412

0.00%

Abound Wealth Management

406

Jun 30, 26

-1.21K

0.00%

Banque Transatlantique SA

397

Jun 30, 26

0.00%

Wellington Grp LLC

394

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

380

Jun 30, 26

+334

0.00%

GAMMA Investing LLC

377

Jun 30, 26

0.00%

BFSG, LLC

369

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

363

Jun 30, 26

+363

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

350

Jun 30, 26

0.00%

Archer Investment Corp

320

Jun 30, 26

+320

0.00%

Key Capital Management, INC

315

Jun 30, 26

+211

0.00%

Key FInancial Inc

302

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

289

Jun 30, 26

+289

0.00%

HM PAYSON & CO

284

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

276

Jun 30, 26

+111

0.00%

Triumph Capital Management

275

Jun 30, 26

+23

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

274

Jun 30, 26

0.00%

Golden State Equity Partners

247

Jun 30, 26

-284

0.00%

Cranbrook Wealth Management, LLC

246

Jun 30, 26

+246

0.00%

ORG Wealth Partners, LLC

235

Jun 30, 26

-11

0.00%

MCGUIRE CAPITAL ADVISORS INC

234

Jun 30, 26

0.00%

Ancora Advisors, LLC

220

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

214

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

210

Jun 30, 26

-602

0.00%

GHP Investment Advisors, Inc.

189

Jun 30, 26

-49

0.00%

FAS Wealth Partners, Inc.

182

Jun 30, 26

0.00%

Oakworth Capital, Inc.

178

Jun 30, 26

+178

0.00%

MCF Advisors LLC

175

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

174

Jun 30, 26

+174

0.00%

1620 INVESTMENT ADVISORS, INC.

170

Jun 30, 26

0.00%

COUNTRY TRUST BANK

163

Jun 30, 26

0.00%

GGM Financials LLC

151

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

150

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

141

Jun 30, 26

-10

0.00%

Monetary Solutions, Ltd

125

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

117

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

115

Jun 30, 26

-6

0.00%

NBC SECURITIES, INC.

111

Jun 30, 26

+50

0.00%

Glassman Wealth Services

105

Jun 30, 26

+69

0.00%

SBI Securities Co., Ltd.

105

Jun 30, 26

+59

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

100

Jun 30, 26

+100

0.00%

S&T BANK/PA

Jun 30, 26

0.00%

Basepoint Wealth LLC

Jun 30, 26

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+75

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+75

0.00%

American Capital Advisory, LLC

Jun 30, 26

-151

0.00%

Montgomery Financial Services LLC

Jun 30, 26

+71

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+68

0.00%

GLENMEDE TRUST CO NA

Jun 30, 26

-321

0.00%

HFM Investment Advisors, LLC

Jun 30, 26

+21

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+62

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

+58

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

+45

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+52

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

+50

0.00%

Downshift Financial, LLC

Jun 30, 26

+45

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

+30

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+33

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

0.00%

Copia Wealth Management

Jun 30, 26

+26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+13

0.00%

NBT BANK N A /NY

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Westfuller Advisors, LLC

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

EASTERN BANK

Jun 30, 26

-38

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-54

0.00%

Independent Advisor Alliance

Jun 30, 26

-12.71K

ST GERMAIN D J CO INC

Jun 30, 26

-62

Team Financial Group, LLC

Jun 30, 26

-659

EVOKE WEALTH, LLC

Jun 30, 26

-21.98K

Talisman Wealth Advisors LLC

Jun 30, 26

-2.93K

Pinnacle Family Advisors, LLC

Jun 30, 26

-3.40K

OmniStar Financial Group, Inc.

Jun 30, 26

-28.97K

Financial Freedom, LLC

Jun 30, 26

-655

Clarity Asset Management, Inc.

Jun 30, 26

-155

ADVISORTRUST PARTNERS, LLC

Jun 30, 26

-119

D. E. Shaw & Co., Inc.

Jun 30, 26

-7.57K

Investors Research Corp

Jun 30, 26

-15

Catalytic Wealth RIA, LLC

Jun 30, 26

-5.30K

Gryphon Financial Partners LLC

Jun 30, 26

-3.43K

SHP Wealth Management

Jun 30, 26

-22

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-78

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2.28K

Longview Financial Advisors, Inc.

Jun 30, 26

-969

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-4.60K

Vision Retirement, LLC

Jun 30, 26

-130

Qube Research & Technologies Ltd

Jun 30, 26

-4.34K

Timmons Wealth Management, LLC

Jun 30, 26

-46

Tower Research Capital LLC (TRC)

Jun 30, 26

-11

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-74.70K

TD Capital Management LLC

Jun 30, 26

-395

BEACON FINANCIAL GROUP

Jun 30, 26

-2.94K

SCS Capital Management LLC

Jun 30, 26

-3.77K

Security National Bank

Jun 30, 26

-18

OLD MISSION CAPITAL LLC

Jun 30, 26

-303.28K

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

-40

Strategic Financial Planning, Inc.

Jun 30, 26

-351.73K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-263

True Link Financial Advisors, LLC

Jun 30, 26

-1.00K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-7.36K

Aureum Wealth Management, LLC

Jun 30, 26

-6.79K

Winch Advisory Services, LLC

Jun 30, 26

-318

Root Financial Partners, LLC

Jun 30, 26

-793

CITADEL ADVISORS LLC

Jun 30, 26

-220.11K

WealthShield Partners, LLC

Jun 30, 26

-809

CWM, LLC

733.28K

Mar 31, 26

+132.10K

0.25%

SOL Capital Management CO

169.42K

Mar 31, 26

+142.63K

0.06%

SIGNET FINANCIAL MANAGEMENT, LLC

125.28K

Mar 31, 26

-6.51K

0.04%

Evelyn Partners Asset Management Ltd

114.20K

Mar 31, 26

+13.46K

0.04%

rebel Financial LLC

73.49K

Mar 31, 26

-8.91K

0.03%

Cherry Tree Wealth Management, LLC

73.25K

Mar 31, 26

-1.47K

0.03%

U.S. Capital Wealth Advisors, LLC

65.30K

Mar 31, 26

-30.42K

0.02%

Evelyn Partners Investment Management Services Ltd

29.32K

Mar 31, 26

+83

0.01%

BUSH INVESTMENT GROUP, LLC

22.99K

Mar 31, 26

+3.43K

0.01%

Skopos Labs, Inc.

10.99K

Mar 31, 26

+1.23K

0.00%

Catalina Capital Group, LLC

9.12K

Mar 31, 26

+1.32K

0.00%

Fortress Financial Solutions, LLC

8.96K

Mar 31, 26

+2.48K

0.00%

Evanson Asset Management, LLC

8.80K

Mar 31, 26

+1.91K

0.00%

North Ridge Wealth Advisors, Inc.

8.35K

Mar 31, 26

-1.66K

0.00%

JOURNEY STRATEGIC WEALTH LLC

5.92K

Mar 31, 26

+5.92K

0.00%

Signature Wealth Management Group

3.95K

Mar 31, 26

+3.95K

0.00%

Brown Financial Advisory

3.71K

Mar 31, 26

-1.85K

0.00%

NICOLET ADVISORY SERVICES, LLC

754.86K

Dec 31, 25

+266.26K

0.26%

Austin Private Wealth, LLC

300.79K

Dec 31, 25

+148.91K

0.10%

COMERICA BANK

56.71K

Dec 31, 25

+7.28K

0.02%

FineMark National Bank & Trust

42.08K

Dec 31, 25

+25.92K

0.01%

Clearview Wealth Advisors LLC

11.39K

Dec 31, 25

+11.39K

0.00%

Dentgroup LLC

10.34K

Dec 31, 25

+21

0.00%

Total Wealth Planning, LLC

7.67K

Dec 31, 25

-104.38K

0.00%

VANGUARD GROUP INC

6.70K

Dec 31, 25

+289

0.00%

Edge Financial Advisors LLC

3.60K

Dec 31, 25

-904

0.00%

Northwest Capital Management Inc

3.29K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.36K

Dec 31, 25

+140

0.00%

Running Point Capital Advisors, LLC

1.20K

Dec 31, 25

0.00%

Motiv8 Investments LLC

612

Dec 31, 25

+612

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2

WETHERBY ASSET MANAGEMENT INC

37.70K

Sep 30, 25

0.01%

Wealthstream Advisors, Inc.

20.79K

Sep 30, 25

+1.40K

0.01%

Fortress Wealth Management, Inc.

19.92K

Sep 30, 25

-2.90K

0.01%

Willow Creek Wealth Management Inc.

6.19K

Sep 30, 25

+425

0.00%

FULLCIRCLE WEALTH LLC

4.63K

Sep 30, 25

+4.63K

0.00%

Binnacle Investments Inc

233

Sep 30, 25

+233

0.00%

Accredited Wealth Management, LLC

137

Sep 30, 25

-34

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-9.32K

Congress Wealth Management LLC / DE /

1.32M

Jun 30, 25

+15.67K

0.45%

Waypoint Wealth Partners Inc.

439.37K

Jun 30, 25

-14.96K

0.15%

PrairieView Partners, LLC

347.83K

Jun 30, 25

-5.88K

0.12%

Summit X, LLC

158.09K

Jun 30, 25

+70.00K

0.05%

AVANTAX ADVISORY SERVICES, INC.

128.73K

Jun 30, 25

+13.82K

0.04%

Parkworth Wealth Management, Inc.

54.52K

Jun 30, 25

+1.42K

0.02%

Good Life Advisors, LLC

24.63K

Jun 30, 25

+32

0.01%

Benchmark Wealth Management, LLC

4.66K

Jun 30, 25

+831

0.00%

First Horizon Advisors, Inc.

1.47K

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

439

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-57.31K

Atria Wealth Solutions, Inc.

Jun 30, 25

-7.59K

Vista Wealth Management Group, LLC

1.01M

Mar 31, 25

+49.98K

0.35%

Orion Portfolio Solutions, LLC

557.21K

Mar 31, 25

+87.32K

0.19%

COOK WEALTH MANAGEMENT GROUP LLC

169.42K

Mar 31, 25

+169.42K

0.06%

Aveo Capital Partners, LLC

3.34K

Mar 31, 25

-1.35K

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-312

WMS Partners, LLC

1.08M

Dec 31, 24

+36.63K

0.37%

Executive Wealth Management, LLC

258.18K

Dec 31, 24

-549

0.09%

Merriman Wealth Management, LLC

105.91K

Dec 31, 24

-33.05K

0.04%

Carlson Capital Management

81.15K

Dec 31, 24

+20.48K

0.03%

PRIVATE CAPITAL MANAGEMENT LLC

9.43K

Dec 31, 24

+2.03K

0.00%

Edge Capital Group, LLC

3.77K

Dec 31, 24

+3.77K

0.00%

WR Wealth Planners, LLC

2.36K

Dec 31, 24

-556

0.00%

Cassady Schiller Wealth Management, LLC

247

Dec 31, 24

+247

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

+51

0.00%

Waypoint Capital Advisors, LLC

229.13K

Sep 30, 24

-46.55K

0.08%

RAYMOND JAMES & ASSOCIATES

190.73K

Sep 30, 24

+105.24K

0.07%

Annapolis Financial Services, LLC

152.32K

Sep 30, 24

+17.25K

0.05%

Raymond James Financial Services Advisors, Inc.

107.12K

Sep 30, 24

+14.90K

0.04%

SpiderRock Advisors, LLC

25.14K

Sep 30, 24

-4.10K

0.01%

All Season Financial Advisors, Inc.

21.77K

Sep 30, 24

+1.76K

0.01%

First Trust Direct Indexing L.P.

5.13K

Sep 30, 24

+5.13K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

571

Sep 30, 24

+571

0.00%

Carmichael Hill & Associates, Inc.

103

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

312.11K

Jun 30, 24

-656

0.11%

Vantage Financial Partners Ltd., Inc.

240.38K

Jun 30, 24

+15.45K

0.08%

Private Ocean, LLC

293

Jun 30, 24

+293

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+61

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-19

Starfox Financial Services, LLC

79.21K

Mar 31, 24

+2.21K

0.03%

Cetera Advisor Networks LLC

55.27K

Mar 31, 24

+21.66K

0.02%

SOUNDMARK WEALTH MANAGEMENT, LLC

32.51K

Mar 31, 24

+1.36K

0.01%

ML & R WEALTH MANAGEMENT LLC

13.77K

Mar 31, 24

-19.52K

0.00%

First Ascent Asset Management, LLC

71.43K

Dec 31, 23

+4.34K

0.02%

Bridgeworth, LLC

33.96K

Dec 31, 23

+33.96K

0.01%

Resource Planning Group

16.77K

Dec 31, 23

+16.77K

0.01%

WEALTHSOURCE PARTNERS, LLC

4.99K

Dec 31, 23

-265

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

341.45K

Sep 30, 23

+4.96K

0.12%

PATHSTONE FAMILY OFFICE, LLC

14.21K

Sep 30, 23

-319

0.00%

Truadvice, LLC

9.75K

Sep 30, 23

-1.72K

0.00%

Steward Financial Group LLC

9.18K

Sep 30, 23

+9.18K

0.00%

TRIAD FINANCIAL ADVISORS, INC.

8.20K

Sep 30, 23

-283

0.00%

V Wealth Advisors LLC

Sep 30, 23

-69.85K

KCS Wealth Advisory

Sep 30, 23

-6.59K

Relaxing Retirement Coach

8.57K

Jun 30, 23

+8.57K

0.00%

TimeScale Financial, Inc.

Jun 30, 23

+75

0.00%

Cardinal Point Wealth Management Partners, LLC

15.48K

Mar 31, 23

+5.38K

0.01%

Brainard Capital Management LLC

5.81K

Mar 31, 23

0.00%

Baldrige Asset Management LLC

1.99K

Mar 31, 23

0.00%

Align Wealth Management, LLC

13.23K

Dec 31, 22

+13.23K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

2.13M

Sep 30, 22

-162.85K

0.73%

BALASA DINVERNO & FOLTZ LLC

295.98K

Sep 30, 22

+295.98K

0.10%

CPWM, LLC

167.37K

Sep 30, 22

+1.57K

0.06%

Hightower 6M Holding, LLC

47.84K

Sep 30, 22

+1.13K

0.02%

DOWLING & YAHNKE LLC

7.93K

Sep 30, 22

+7.93K

0.00%

55I, LLC

6.12K

Sep 30, 22

+6.12K

0.00%

ADVISOR PARTNERS LLC

8.36K

Jun 30, 22

0.00%

6 Meridian

45.41K

Dec 31, 21

-178

0.02%

Carroll Financial Associates, Inc.

Dec 31, 21

-80

Cardinal Point Wealth Management LLC

6.83K

Sep 30, 21

0.00%

MANAGED ACCOUNT SERVICES INC

3.66K

Sep 30, 21

+3.66K

0.00%

Shone Asset Management LLC

44.06K

Dec 31, 20

+2.61K

0.02%