Avantis U.S. Small Cap Value ETF(AVUV)

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Avantis U.S. Small Cap Value ETF(AVUV)

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$123.51—

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AVUV(AVUV)

AVUV

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Holder

Date

Change

% Held

EASTERN BANK

Jun 30, 26

-105

Creative Planning

20.20M

Mar 31, 26

+1.35M

9.29%

Colony Group, LLC

6.67M

Mar 31, 26

+123.96K

3.07%

LPL Financial LLC

6.53M

Mar 31, 26

+1.05M

3.00%

MORGAN STANLEY

3.30M

Mar 31, 26

+315.86K

1.52%

Truepoint, Inc.

2.87M

Mar 31, 26

+24.78K

1.32%

Mason Investment Advisory Services, Inc.

2.83M

Mar 31, 26

-11.74K

1.30%

BANK OF AMERICA CORP /DE/

2.82M

Mar 31, 26

+330.42K

1.30%

ENVESTNET ASSET MANAGEMENT INC

2.49M

Mar 31, 26

+156.22K

1.15%

Buckingham Strategic Partners

2.48M

Mar 31, 26

+475.14K

1.14%

AMERIPRISE FINANCIAL INC

2.48M

Mar 31, 26

+402.13K

1.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.39M

Mar 31, 26

+79.76K

1.10%

WELLS FARGO & COMPANY/MN

1.74M

Mar 31, 26

+358.22K

0.80%

RAYMOND JAMES FINANCIAL INC

1.49M

Mar 31, 26

+182.31K

0.68%

Plancorp, LLC

1.47M

Mar 31, 26

+109.14K

0.68%

UBS Group AG

1.45M

Mar 31, 26

+172.36K

0.67%

HighTower Advisors, LLC

1.41M

Mar 31, 26

+94.34K

0.65%

Waverly Advisors, LLC

1.41M

Mar 31, 26

+97.78K

0.65%

ADVISOR GROUP HOLDINGS, INC.

1.37M

Mar 31, 26

+27.74K

0.63%

Unison Advisors LLC

1.33M

Mar 31, 26

+14.89K

0.61%

TCI Wealth Advisors, Inc.

1.21M

Mar 31, 26

+67.77K

0.56%

Evensky & Katz LLC

1.20M

Mar 31, 26

-24.07K

0.55%

Sequoia Financial Advisors, LLC

1.09M

Mar 31, 26

+72.85K

0.50%

ALESCO ADVISORS LLC

1.05M

Mar 31, 26

-21.06K

0.48%

Savant Capital, LLC

960.38K

Mar 31, 26

+193.68K

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

952.25K

Mar 31, 26

+51.53K

0.44%

RW Investment Management LLC

914.63K

Mar 31, 26

+914.63K

0.42%

ROYAL BANK OF CANADA

885.61K

Mar 31, 26

+87.37K

0.41%

AMERICAN CENTURY COMPANIES INC

875.68K

Mar 31, 26

+80.03K

0.40%

JPMORGAN CHASE & CO

867.86K

Mar 31, 26

+19.25K

0.40%

Avantax Planning Partners, Inc.

862.57K

Mar 31, 26

+3.79K

0.40%

Cetera Investment Advisers

755.65K

Mar 31, 26

+96.97K

0.35%

Beaird Harris Wealth Management, LLC

748.04K

Mar 31, 26

+10.71K

0.34%

Foster Group, Inc.

702.39K

Mar 31, 26

-24.78K

0.32%

Symmetry Partners, LLC

677.53K

Mar 31, 26

+14.74K

0.31%

Moisand Fitzgerald Tamayo, LLC

632.85K

Mar 31, 26

-12.70K

0.29%

Cresset Asset Management, LLC

623.76K

Mar 31, 26

-16.17K

0.29%

SATOVSKY ASSET MANAGEMENT LLC

619.94K

Mar 31, 26

+102

0.29%

PDS Planning, Inc

603.36K

Mar 31, 26

+1.44K

0.28%

Meredith Wealth Planning

591.97K

Mar 31, 26

+8.40K

0.27%

OXFORD FINANCIAL GROUP LTD

563.09K

Mar 31, 26

-105.57K

0.26%

Krilogy Financial LLC

562.88K

Mar 31, 26

-9.83K

0.26%

Farther Finance Advisors, LLC

558.51K

Mar 31, 26

+113.59K

0.26%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

543.17K

Mar 31, 26

-2.56K

0.25%

Envestnet Portfolio Solutions, Inc.

540.48K

Mar 31, 26

-44.49K

0.25%

CI Private Wealth, LLC

532.61K

Mar 31, 26

+2.85K

0.25%

Mariner, LLC

499.53K

Mar 31, 26

+109.11K

0.23%

PNC FINANCIAL SERVICES GROUP, INC.

470.83K

Mar 31, 26

+28.90K

0.22%

Parcion Private Wealth LLC

460.64K

Mar 31, 26

+60.35K

0.21%

Marquette Asset Management, LLC

454.66K

Mar 31, 26

-1.24K

0.21%

Prime Capital Investment Advisors, LLC

439.21K

Mar 31, 26

-288.29K

0.20%

Werba Rubin Papier Wealth Management

432.81K

Mar 31, 26

+432.81K

0.20%

KEB ASSET MANAGEMENT, LLC

428.17K

Mar 31, 26

+56.10K

0.20%

QUARRY HILL ADVISORS, LLC

415.07K

Mar 31, 26

+8.03K

0.19%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

414.66K

Mar 31, 26

+19.89K

0.19%

Team Hewins, LLC

413.59K

Mar 31, 26

+23.80K

0.19%

JONES FINANCIAL COMPANIES LLLP

411.03K

Mar 31, 26

+119.19K

0.19%

FIRST CITIZENS BANK & TRUST CO

410.48K

Mar 31, 26

-42.61K

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

406.90K

Mar 31, 26

-8.88K

0.19%

AlphaCore Capital LLC

404.54K

Mar 31, 26

-6.76K

0.19%

FIFTH THIRD BANCORP

396.19K

Mar 31, 26

+6.57K

0.18%

Independent Advisor Alliance

395.34K

Mar 31, 26

+349.64K

0.18%

MEANS INVESTMENT CO., INC.

394.03K

Mar 31, 26

-2.58K

0.18%

Financial Partners Group, Inc

391.65K

Mar 31, 26

+1.23K

0.18%

HB Wealth Management, LLC

361.41K

Mar 31, 26

-4.08K

0.17%

BWM Planning, LLC

350.33K

Mar 31, 26

+8.33K

0.16%

TruWealth Advisors, LLC

341.69K

Mar 31, 26

+7.07K

0.16%

CWM, LLC

340.06K

Mar 31, 26

+2.40K

0.16%

Glenview Trust Co

332.82K

Mar 31, 26

+8.99K

0.15%

Savvy Advisors, Inc.

330.82K

Mar 31, 26

+312.65K

0.15%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

329.70K

Mar 31, 26

+2.50K

0.15%

MAI Capital Management

329.45K

Mar 31, 26

+5.78K

0.15%

ORRSTOWN FINANCIAL SERVICES INC

327.52K

Mar 31, 26

-13.17K

0.15%

Greenline Partners, LLC

326.41K

Mar 31, 26

+8.25K

0.15%

Cambridge Investment Research Advisors, Inc.

320.24K

Mar 31, 26

+51.72K

0.15%

Wealthcare Advisory Partners LLC

315.04K

Mar 31, 26

-18.35K

0.14%

3EDGE Asset Management, LP

314.69K

Mar 31, 26

+314.69K

0.14%

Bare Financial Services, Inc

311.50K

Mar 31, 26

+7.85K

0.14%

ENZI WEALTH

311.15K

Mar 31, 26

+20.46K

0.14%

Venturi Wealth Management, LLC

307.06K

Mar 31, 26

+32.75K

0.14%

Kondo Wealth Advisors, Inc.

306.16K

Mar 31, 26

+1.48K

0.14%

Sherrill & Hutchins Financial Advisory, Inc

306.12K

Mar 31, 26

-6.24K

0.14%

Creative Capital Management Investments LLC

299.88K

Mar 31, 26

-834

0.14%

WMG Financial Advisors, LLC

289.16K

Mar 31, 26

-10.20K

0.13%

Valued Wealth Advisors LLC

288.96K

Mar 31, 26

+9.06K

0.13%

FINANCIAL MANAGEMENT NETWORK INC

286.20K

Mar 31, 26

+8.12K

0.13%

N.E.W. Advisory Services LLC

285.37K

Mar 31, 26

-21.10K

0.13%

High Probability Advisors, LLC

280.29K

Mar 31, 26

-30.34K

0.13%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

279.59K

Mar 31, 26

-13.18K

0.13%

KESTRA PRIVATE WEALTH SERVICES, LLC

274.92K

Mar 31, 26

+181

0.13%

Apollon Wealth Management, LLC

274.85K

Mar 31, 26

+1.45K

0.13%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

274.74K

Mar 31, 26

+11.78K

0.13%

Hill Investment Group Partners, LLC

271.43K

Mar 31, 26

+17.77K

0.12%

Quent Capital, LLC

267.40K

Mar 31, 26

+16.14K

0.12%

SNS Financial Group, LLC

267.03K

Mar 31, 26

-998

0.12%

EAGLE WEALTH STRATEGIES LLC

266.88K

Mar 31, 26

-4.15K

0.12%

Fonville Wealth Management LLC

260.30K

Mar 31, 26

+16.95K

0.12%

Falcon Wealth Planning

260.05K

Mar 31, 26

+8.10K

0.12%

Oakwell Private Wealth Management, LLC

256.89K

Mar 31, 26

+18.43K

0.12%

DEFINE FINANCIAL, LLC

248.90K

Mar 31, 26

+1.23K

0.11%

Allegiance Financial Group Advisory Services LLC

246.60K

Mar 31, 26

+12.63K

0.11%

Pathstone Holdings, LLC

241.74K

Mar 31, 26

-4.37K

0.11%

REGATTA CAPITAL GROUP, LLC

237.84K

Mar 31, 26

+9.12K

0.11%

L2 Asset Management, LLC

236.52K

Mar 31, 26

+130.73K

0.11%

Morton Brown Family Wealth, LLC

232.53K

Mar 31, 26

+7.08K

0.11%

Meritas Wealth Management, LLC

227.23K

Mar 31, 26

+22.29K

0.10%

COWA, LLC

226.57K

Mar 31, 26

-2.26K

0.10%

LIFELONG WEALTH ADVISORS, INC.

224.54K

Mar 31, 26

-1.86K

0.10%

Harbor Group, Inc.

223.95K

Mar 31, 26

-4.44K

0.10%

Wealth Architects, LLC

223.61K

Mar 31, 26

+505

0.10%

Tarbox Family Office, Inc.

221.87K

Mar 31, 26

+2.87K

0.10%

New England Capital Financial Advisors LLC

218.32K

Mar 31, 26

-194

0.10%

Chicago Partners Investment Group LLC

217.67K

Mar 31, 26

-1.88K

0.10%

Baird Financial Group, Inc.

217.36K

Mar 31, 26

+56.13K

0.10%

CORRECT CAPITAL WEALTH MANAGEMENT

217.06K

Mar 31, 26

-4.03K

0.10%

HMV Wealth Advisors, LLC

215.73K

Mar 31, 26

+13.62K

0.10%

Gateway Wealth Partners, LLC

215.71K

Mar 31, 26

+124.11K

0.10%

Great Point Wealth Advisors, LLC

215.01K

Mar 31, 26

+11.71K

0.10%

RETIREMENT FINANCIAL SOLUTIONS, LLC

214.58K

Mar 31, 26

+1.56K

0.10%

WJ Interests, LLC

210.75K

Mar 31, 26

+10.76K

0.10%

PARK AVENUE SECURITIES LLC

209.79K

Mar 31, 26

+15.34K

0.10%

JRM Investment Counsel, LLC

206.41K

Mar 31, 26

+31.51K

0.09%

Flaharty Asset Management, LLC

206.39K

Mar 31, 26

-3.42K

0.09%

Highland Financial Advisors, LLC

204.65K

Mar 31, 26

+10.60K

0.09%

Kestra Advisory Services, LLC

203.59K

Mar 31, 26

+31.98K

0.09%

Concurrent Investment Advisors, LLC

203.44K

Mar 31, 26

+76.11K

0.09%

Atria Investments, Inc

202.76K

Mar 31, 26

-24.61K

0.09%

Drake & Associates, LLC

202.47K

Mar 31, 26

+22.65K

0.09%

MML INVESTORS SERVICES, LLC

200.26K

Mar 31, 26

-15.58K

0.09%

STEPHENS INC /AR/

198.44K

Mar 31, 26

+56.75K

0.09%

NewEdge Advisors, LLC

197.71K

Mar 31, 26

+30.47K

0.09%

NORTHWEST WEALTH MANAGEMENT, LLC

196.95K

Mar 31, 26

+16.96K

0.09%

Strategic Financial Planning, Inc.

193.97K

Mar 31, 26

+193.97K

0.09%

Flagstone Financial Management

193.51K

Mar 31, 26

+2.04K

0.09%

Parkshore Wealth Management, Inc.

193.10K

Mar 31, 26

+10.38K

0.09%

Fort Vancouver Investment Management, LLC

192.38K

Mar 31, 26

+4.92K

0.09%

ROTHSCHILD INVESTMENT LLC

191.94K

Mar 31, 26

+4.72K

0.09%

FIRST MERCHANTS CORP

188.39K

Mar 31, 26

+13.31K

0.09%

WCG Wealth Advisors LLC

188.36K

Mar 31, 26

-4.70K

0.09%

Financial Synergies Wealth Advisors, Inc.

185.09K

Mar 31, 26

+1.15K

0.09%

BFSG, LLC

183.39K

Mar 31, 26

+3.82K

0.08%

STOCK YARDS BANK & TRUST CO

182.20K

Mar 31, 26

+6.77K

0.08%

Certified Advisory Corp

181.03K

Mar 31, 26

+44.66K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

180.20K

Mar 31, 26

+37.47K

0.08%

Betterment LLC

179.06K

Mar 31, 26

+3.69K

0.08%

Zhang Financial LLC

178.13K

Mar 31, 26

+14.00K

0.08%

MB Generational Wealth, LLC

177.16K

Mar 31, 26

+309

0.08%

Private Advisor Group, LLC

175.31K

Mar 31, 26

+18.25K

0.08%

LIBRA WEALTH LLC

174.01K

Mar 31, 26

+13.29K

0.08%

Gallagher Fiduciary Advisors, LLC

172.21K

Mar 31, 26

-20.72K

0.08%

AQR CAPITAL MANAGEMENT LLC

171.85K

Mar 31, 26

+43.11K

0.08%

REAP Financial Group, LLC

168.65K

Mar 31, 26

+15.57K

0.08%

Modern Wealth Management, LLC

168.45K

Mar 31, 26

-26.09K

0.08%

Mraz, Amerine & Associates, Inc.

166.89K

Mar 31, 26

-1.53K

0.08%

STIFEL FINANCIAL CORP

166.18K

Mar 31, 26

-23.09K

0.08%

Wheelhouse Advisory Group LLC

163.83K

Mar 31, 26

+163.83K

0.08%

BetterWealth, LLC

163.76K

Mar 31, 26

+3.46K

0.08%

Peak Asset Management, LLC

163.28K

Mar 31, 26

+8.13K

0.08%

Resources Investment Advisors, LLC.

162.93K

Mar 31, 26

+59.42K

0.07%

Quantum Financial Advisors, LLC

158.75K

Mar 31, 26

+1.91K

0.07%

SAGE RHINO CAPITAL LLC

158.36K

Mar 31, 26

-366

0.07%

Avondale Wealth Management

157.24K

Mar 31, 26

+2.00K

0.07%

Opus Capital Group, LLC

156.83K

Mar 31, 26

+704

0.07%

HighPoint Advisor Group LLC

154.88K

Mar 31, 26

+32.80K

0.07%

AIRE ADVISORS, LLC

154.79K

Mar 31, 26

+835

0.07%

Wallington Asset Management, LLC

154.27K

Mar 31, 26

-2.86K

0.07%

Arlington Financial Advisors, LLC

154.20K

Mar 31, 26

-2.89K

0.07%

Rockefeller Capital Management L.P.

153.31K

Mar 31, 26

+7.25K

0.07%

ABLE Financial Group, LLC

152.82K

Mar 31, 26

-11.29K

0.07%

Foundations Investment Advisors, LLC

152.22K

Mar 31, 26

+132.26K

0.07%

BANK OF MONTREAL /CAN/

151.30K

Mar 31, 26

+24.12K

0.07%

HHM Wealth Advisors, LLC

150.43K

Mar 31, 26

+150.43K

0.07%

Smartleaf Asset Management LLC

150.05K

Mar 31, 26

-13.84K

0.07%

CLARIS ADVISORS, LLC / MO /

149.19K

Mar 31, 26

-4.67K

0.07%

SFG Wealth Management, LLC.

148.81K

Mar 31, 26

+33

0.07%

Apella Capital, LLC

148.56K

Mar 31, 26

-7.62K

0.07%

Compass Ion Advisors, LLC

144.22K

Mar 31, 26

+3.63K

0.07%

Neuberger Berman Group LLC

143.53K

Mar 31, 26

+23.90K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

142.82K

Mar 31, 26

+37.29K

0.07%

POINCIANA ADVISORS GROUP, LLC

142.80K

Mar 31, 26

+1.16K

0.07%

Integrated Wealth Concepts LLC

140.60K

Mar 31, 26

+52.38K

0.06%

Hamilton Point Investment Advisors, LLC

140.11K

Mar 31, 26

+1.63K

0.06%

MFA WEALTH ADVISORS, LLC

138.63K

Mar 31, 26

+2.24K

0.06%

Apeiron RIA LLC

137.23K

Mar 31, 26

-4.68K

0.06%

Merit Financial Group, LLC

135.73K

Mar 31, 26

+30.51K

0.06%

NOTTINGHAM ADVISORS, INC.

135.63K

Mar 31, 26

+8.81K

0.06%

Kestra Investment Management, LLC

135.58K

Mar 31, 26

+68.09K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

135.11K

Mar 31, 26

+22.00K

0.06%

NWAM LLC

133.93K

Mar 31, 26

+20.36K

0.06%

Symphony Financial, Ltd. Co.

132.82K

Mar 31, 26

+1.83K

0.06%

Simplicity Wealth,LLC

131.83K

Mar 31, 26

-1.39K

0.06%

Family Investment Center, Inc.

131.42K

Mar 31, 26

-40.37K

0.06%

Pine Harbor Wealth Management, LLC

130.00K

Mar 31, 26

-2.82K

0.06%

McIlrath & Eck, LLC

129.77K

Mar 31, 26

+1.60K

0.06%

B&D White Capital Company, LLC

129.60K

Mar 31, 26

+70.48K

0.06%

FAS Wealth Partners, Inc.

128.38K

Mar 31, 26

+6.07K

0.06%

O'Connor Financial Group LLC

128.35K

Mar 31, 26

-1.16K

0.06%

GREENUP STREET WEALTH MANAGEMENT LLC

127.72K

Mar 31, 26

+34.74K

0.06%

Capital Advisors Wealth Management, LLC

127.31K

Mar 31, 26

+127.31K

0.06%

COLLECTIVE FAMILY OFFICE LLC

126.75K

Mar 31, 26

+3.28K

0.06%

Revolve Wealth Partners, LLC

125.79K

Mar 31, 26

-8.55K

0.06%

KAVAR CAPITAL PARTNERS GROUP, LLC

125.35K

Mar 31, 26

-593

0.06%

Allworth Financial LP

125.29K

Mar 31, 26

-1.44K

0.06%

Insight Wealth Strategies, LLC

124.39K

Mar 31, 26

-392

0.06%

Three Cord True Wealth Management, LLC

121.34K

Mar 31, 26

+6.75K

0.06%

Greater Midwest Financial Group, LLC

121.09K

Mar 31, 26

+58.30K

0.06%

Private Wealth Management Group, LLC

120.92K

Mar 31, 26

+6.14K

0.06%

Atomi Financial Group, Inc.

120.35K

Mar 31, 26

+28.17K

0.06%

Trilogy Capital Inc.

120.15K

Mar 31, 26

+1.31K

0.06%

Steward Partners Investment Advisory, LLC

120.14K

Mar 31, 26

+11.61K

0.06%

Objectivity Squared, LLC

119.98K

Mar 31, 26

-5.94K

0.06%

SILVER OAK SECURITIES, INCORPORATED

118.60K

Mar 31, 26

-1.90K

0.05%

CAPITAL PERFORMANCE ADVISORS LLP

118.52K

Mar 31, 26

+3.97K

0.05%

Lutz Financial Services LLC

118.44K

Mar 31, 26

+3.87K

0.05%

MGO ONE SEVEN LLC

118.20K

Mar 31, 26

+3.78K

0.05%

Argent Advisors, Inc.

117.66K

Mar 31, 26

+117.66K

0.05%

Midwest Financial Group LLC

117.51K

Mar 31, 26

+4.72K

0.05%

Financial Futures Ltd Liability Co.

117.05K

Mar 31, 26

+4.62K

0.05%

CALIBER WEALTH MANAGEMENT, LLC / KS

117.04K

Mar 31, 26

+4.50K

0.05%

Beacon Pointe Advisors, LLC

116.81K

Mar 31, 26

+5.40K

0.05%

Capital Analysts, LLC

116.40K

Mar 31, 26

+13.58K

0.05%

WESPAC Advisors SoCal, LLC

115.56K

Mar 31, 26

-2.67K

0.05%

Advisor OS, LLC

115.33K

Mar 31, 26

+39.14K

0.05%

MJP ASSOCIATES INC /ADV

114.17K

Mar 31, 26

+37.99K

0.05%

PROATHLETE WEALTH MANAGEMENT LLC

113.96K

Mar 31, 26

+2.77K

0.05%

Porter White Investment Advisors, Inc.

113.51K

Mar 31, 26

+908

0.05%

Brookstone Capital Management

112.05K

Mar 31, 26

+109.06K

0.05%

ARQ WEALTH ADVISORS, LLC

111.57K

Mar 31, 26

+483

0.05%

VOISARD ASSET MANAGEMENT GROUP, INC.

111.24K

Mar 31, 26

+1.76K

0.05%

Ullmann Wealth Partners Group, LLC

110.08K

Mar 31, 26

+11.78K

0.05%

Ancora Advisors, LLC

108.97K

Mar 31, 26

-600

0.05%

REGIMEN WEALTH, LLC

108.15K

Mar 31, 26

-4.16K

0.05%

Burk Holdings LLC

107.73K

Mar 31, 26

+3.90K

0.05%

Dakota Wealth Management

106.60K

Mar 31, 26

-13.53K

0.05%

Shotwell Rutter Baer Inc

106.32K

Mar 31, 26

+1.58K

0.05%

Alliance Wealth Advisors, LLC

106.17K

Mar 31, 26

-352

0.05%

Greenwich Wealth Management LLC

105.41K

Mar 31, 26

+9.15K

0.05%

Waterfront Wealth Inc.

105.41K

Mar 31, 26

+9.79K

0.05%

Vestmark Advisory Solutions, Inc.

105.36K

Mar 31, 26

+105.36K

0.05%

Venture Visionary Partners LLC

105.32K

Mar 31, 26

+4.89K

0.05%

WealthCollab, LLC

104.12K

Mar 31, 26

+4.65K

0.05%

Bragg Financial Advisors, Inc

103.92K

Mar 31, 26

+26.58K

0.05%

FAMILY WEALTH PARTNERS, LLC

103.51K

Mar 31, 26

+13.15K

0.05%

Henrickson Nauta Wealth Advisors, Inc.

103.37K

Mar 31, 26

-105.18K

0.05%

Advisory Services Network, LLC

103.27K

Mar 31, 26

-16.01K

0.05%

Mount Yale Investment Advisors, LLC

102.40K

Mar 31, 26

+102.40K

0.05%

JOURNEY STRATEGIC WEALTH LLC

102.13K

Mar 31, 26

-681

0.05%

Intelligence Driven Advisers, LLC

101.43K

Mar 31, 26

-33.95K

0.05%

USAdvisors Wealth Management, LLC

100.41K

Mar 31, 26

+1.74K

0.05%

CENTAURUS FINANCIAL, INC.

100.02K

Mar 31, 26

+2.20K

0.05%

PEAPACK GLADSTONE FINANCIAL CORP

99.17K

Mar 31, 26

+26.51K

0.05%

Collaborative Wealth Managment Inc.

97.80K

Mar 31, 26

+5.07K

0.05%

Capital Planning Advisors, LLC

97.39K

Mar 31, 26

+8.62K

0.04%

Stokes Family Office, LLC

96.80K

Mar 31, 26

-8.99K

0.04%

Beta Wealth Group, Inc.

96.36K

Mar 31, 26

-2.31K

0.04%

Austin Asset Management Co Inc

96.18K

Mar 31, 26

-862

0.04%

COMMERCE BANK

96.12K

Mar 31, 26

+92.31K

0.04%

True Wealth Design, LLC

96.04K

Mar 31, 26

+5.28K

0.04%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

96.02K

Mar 31, 26

+2.69K

0.04%

Towneley Capital Management, Inc / DE

95.19K

Mar 31, 26

+354

0.04%

Cerro Pacific Wealth Advisors LLC

95.00K

Mar 31, 26

+2.29K

0.04%

FOSTER & MOTLEY INC

93.42K

Mar 31, 26

+4.30K

0.04%

Physician Wealth Solutions Inc.

93.28K

Mar 31, 26

+18.32K

0.04%

Pacific Life Fund Advisors LLC

92.24K

Mar 31, 26

+17.05K

0.04%

BSW Wealth Partners

91.86K

Mar 31, 26

+71

0.04%

Atlanta Consulting Group Advisors, LLC

90.91K

Mar 31, 26

+1.09K

0.04%

Concord Wealth Partners

88.97K

Mar 31, 26

+1.59K

0.04%

Brinker Capital Investments, LLC

87.97K

Mar 31, 26

-85.62K

0.04%

CAHILL FINANCIAL ADVISORS INC

87.86K

Mar 31, 26

+2.62K

0.04%

Concord Asset Management, LLC/VA

87.78K

Mar 31, 26

+1.65K

0.04%

EP Wealth Advisors, LLC

87.66K

Mar 31, 26

-1.72K

0.04%

Dogwood Wealth Management LLC

87.55K

Mar 31, 26

+3.23K

0.04%

BAYSHORE ASSET MANAGEMENT, LLC

87.44K

Mar 31, 26

+11.44K

0.04%

DAYMARK WEALTH PARTNERS, LLC

86.69K

Mar 31, 26

+5.04K

0.04%

VISIONARY HORIZONS, LLC

86.23K

Mar 31, 26

+7.11K

0.04%

Strategic Blueprint, LLC

85.30K

Mar 31, 26

+773

0.04%

MONECO Advisors, LLC

85.11K

Mar 31, 26

-5.42K

0.04%

Mutual Advisors, LLC

84.38K

Mar 31, 26

+5.53K

0.04%

Stratos Wealth Advisors, LLC

84.25K

Mar 31, 26

+84.25K

0.04%

Integrity Wealth Solutions LLC

84.04K

Mar 31, 26

-1.02K

0.04%

Arcadia Wealth Management, Inc.

82.63K

Mar 31, 26

+1.42K

0.04%

Bridgewealth Advisory Group, LLC

82.59K

Mar 31, 26

+6.65K

0.04%

Cerity Partners LLC

82.35K

Mar 31, 26

+74.37K

0.04%

Greenspring Advisors, LLC

81.65K

Mar 31, 26

+4.10K

0.04%

Trace Wealth Advisors, LLC

81.30K

Mar 31, 26

-1.82K

0.04%

JP Wealth Management, Inc.

81.12K

Mar 31, 26

+81.12K

0.04%

Wealthfront Advisers LLC

81.00K

Mar 31, 26

+8.93K

0.04%

Cooper Financial Group

79.74K

Mar 31, 26

-342

0.04%

Navalign, LLC

79.71K

Mar 31, 26

-900

0.04%

Prosperity Planning, Inc.

79.65K

Mar 31, 26

+4.95K

0.04%

Janney Montgomery Scott LLC

78.94K

Mar 31, 26

+6.06K

0.04%

Wedmont Private Capital

78.14K

Mar 31, 26

+19

0.04%

Planned Solutions, Inc.

77.78K

Mar 31, 26

+1.14K

0.04%

Oak Wealth Advisors LLC

77.73K

Mar 31, 26

-192

0.04%

Widmann Financial Services, Inc.

77.71K

Mar 31, 26

-1.45K

0.04%

Higgins & Schmidt Wealth Strategies LLC

77.42K

Mar 31, 26

+2.83K

0.04%

FIRST NATIONAL BANK SIOUX FALLS

77.00K

Mar 31, 26

+3.30K

0.04%

KPP Advisory Services LLC

76.46K

Mar 31, 26

-3.10K

0.04%

IAM Advisory, LLC

75.85K

Mar 31, 26

-995

0.03%

ISLAY CAPITAL MANAGEMENT, LLC

75.62K

Mar 31, 26

+7.47K

0.03%

Global Strategic Investment Solutions, LLC

75.24K

Mar 31, 26

-1.99K

0.03%

Intergy Private Wealth, LLC

75.05K

Mar 31, 26

+3.20K

0.03%

NCM Capital Management, LLC

74.31K

Mar 31, 26

-238

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

74.02K

Mar 31, 26

+4.39K

0.03%

Perigon Wealth Management, LLC

73.92K

Mar 31, 26

+10.36K

0.03%

Yardley Wealth Management LLC

73.22K

Mar 31, 26

+725

0.03%

Tortoise Investment Management, LLC

72.94K

Mar 31, 26

+2.18K

0.03%

Diversified Portfolios, Inc.

71.48K

Mar 31, 26

+4.74K

0.03%

TCG Advisory Services, LLC

71.15K

Mar 31, 26

+48.19K

0.03%

Midwest Heritage Bank, FSB

70.10K

Mar 31, 26

+3.20K

0.03%

Clark Capital Management Group, Inc.

69.96K

Mar 31, 26

+677

0.03%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

69.76K

Mar 31, 26

+1.62K

0.03%

Cloud Capital Management, LLC

69.29K

Mar 31, 26

+22.82K

0.03%

ELEVATE WEALTH ADVISORY, INC

69.23K

Mar 31, 26

+9.07K

0.03%

Golden Bell Financial Planning LLC

69.06K

Mar 31, 26

+1.85K

0.03%

Del-Sette Capital Management, LLC

68.45K

Mar 31, 26

-4.18K

0.03%

Echo Wealth Management, LLC

68.21K

Mar 31, 26

-16.21K

0.03%

Provident Wealth Management, LLC

67.79K

Mar 31, 26

-669

0.03%

Rialto Wealth Management, LLC

67.61K

Mar 31, 26

+15.99K

0.03%

SkyOak Wealth, LLC

67.12K

Mar 31, 26

+6.64K

0.03%

TIAA TRUST, NATIONAL ASSOCIATION

66.65K

Mar 31, 26

-46.23K

0.03%

Quantinno Capital Management LP

66.03K

Mar 31, 26

+186

0.03%

WorthPointe, LLC

65.77K

Mar 31, 26

+5.33K

0.03%

BlueStem Wealth Partners, LLC

65.35K

Mar 31, 26

+14.03K

0.03%

White Pine Investment CO

65.17K

Mar 31, 26

+1.46K

0.03%

ProVise Management Group, LLC

64.71K

Mar 31, 26

+1.18K

0.03%

Plum Street Advisors, LLC

63.81K

Mar 31, 26

+3.43K

0.03%

Freestate Advisors LLC

63.02K

Mar 31, 26

-351

0.03%

Tillman Hartley LLC

62.92K

Mar 31, 26

+10.71K

0.03%

Visionary Wealth Advisors

62.80K

Mar 31, 26

+7.09K

0.03%

Sterneck Capital Management, LLC

62.40K

Mar 31, 26

+1.77K

0.03%

FIDELITY D & D BANCORP INC

61.75K

Mar 31, 26

+8.12K

0.03%

ERn Financial, LLC

61.60K

Mar 31, 26

-1.29K

0.03%

BENNINGFIELD FINANCIAL ADVISORS, LLC

61.59K

Mar 31, 26

+4.36K

0.03%

Cascade Financial Partners, LLC

61.55K

Mar 31, 26

+8.75K

0.03%

Vawter Financial, Ltd.

60.34K

Mar 31, 26

+6.35K

0.03%

Relyea Zuckerberg Hanson LLC

59.42K

Mar 31, 26

-164

0.03%

TRUIST FINANCIAL CORP

59.22K

Mar 31, 26

-1.12K

0.03%

Wright Fund Management, LLC

59.16K

Mar 31, 26

+34.74K

0.03%

Quadcap Wealth Management, LLC

59.05K

Mar 31, 26

+4.14K

0.03%

PCG Wealth Advisors, LLC

58.82K

Mar 31, 26

-752

0.03%

RENAISSANCE TECHNOLOGIES LLC

58.80K

Mar 31, 26

+24.90K

0.03%

Navigoe, LLC

58.70K

Mar 31, 26

+2.51K

0.03%

EXCHANGE TRADED CONCEPTS, LLC

58.60K

Mar 31, 26

+11.32K

0.03%

NICOLET BANKSHARES INC

57.86K

Mar 31, 26

+57.86K

0.03%

Ameritas Advisory Services, LLC

57.86K

Mar 31, 26

+355

0.03%

Capstone Wealth Management, LLC

57.40K

Mar 31, 26

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

57.38K

Mar 31, 26

-1.99K

0.03%

Community Bank, N.A.

57.22K

Mar 31, 26

+89

0.03%

JACKSON THORNTON ASSET MANAGEMENT, LLC

57.13K

Mar 31, 26

0.03%

Team Financial Group, LLC

56.72K

Mar 31, 26

-632

0.03%

Westside Investment Management, Inc.

56.16K

Mar 31, 26

+4.68K

0.03%

ACCREDITED INVESTOR SERVICES, LLC

56.13K

Mar 31, 26

+1.97K

0.03%

Northland Capital Management LLC

55.58K

Mar 31, 26

+3.25K

0.03%

EnRich Financial Partners LLC

55.46K

Mar 31, 26

+7.95K

0.03%

CASTLE WEALTH MANAGEMENT LLC

54.88K

Mar 31, 26

+1.19K

0.03%

CoreFirst Bank & Trust

54.11K

Mar 31, 26

-1.38K

0.02%

CVA Family Office, LLC

53.87K

Mar 31, 26

-361

0.02%

SAX WEALTH ADVISORS, LLC

52.74K

Mar 31, 26

-406

0.02%

OPPENHEIMER & CO INC

52.39K

Mar 31, 26

+52.39K

0.02%

Maridea Wealth Management LLC

52.23K

Mar 31, 26

+8.70K

0.02%

Carr Financial Group Corp

51.79K

Mar 31, 26

-13.55K

0.02%

Equitable Holdings, Inc.

49.80K

Mar 31, 26

+33.63K

0.02%

Lantern Wealth Advisors, LLC

49.74K

Mar 31, 26

+26

0.02%

Seed Wealth Management, Inc.

49.38K

Mar 31, 26

0.02%

Pacific Asset Management, LLC

48.60K

Mar 31, 26

+5.11K

0.02%

Orion Capital Management LLC

48.58K

Mar 31, 26

+3.23K

0.02%

Proactive Wealth Strategies LLC

48.29K

Mar 31, 26

+26.11K

0.02%

Brady Martz Wealth Solutions, LLC

47.86K

Mar 31, 26

-4.86K

0.02%

Sylvest Advisors, LLC

47.39K

Mar 31, 26

+3.44K

0.02%

Anfield Capital Management, LLC

47.35K

Mar 31, 26

+47.26K

0.02%

Pensionmark Financial Group, LLC

46.71K

Mar 31, 26

+6.77K

0.02%

U.S. Capital Wealth Advisors, LLC

46.40K

Mar 31, 26

+2.13K

0.02%

Telos Capital Management, Inc.

46.17K

Mar 31, 26

+645

0.02%

Passive Capital Management, LLC.

44.69K

Mar 31, 26

+3.98K

0.02%

NATIXIS ADVISORS, L.P.

44.52K

Mar 31, 26

+14.83K

0.02%

ForthRight Wealth Management, LLC

44.23K

Mar 31, 26

+44.23K

0.02%

Gladstone Institutional Advisory LLC

44.06K

Mar 31, 26

-1.72K

0.02%

Stone Point Wealth LLC

43.74K

Mar 31, 26

-662

0.02%

Catalytic Wealth RIA, LLC

43.67K

Mar 31, 26

+1.90K

0.02%

Clearstead Advisors, LLC

43.56K

Mar 31, 26

+4.42K

0.02%

Equita Financial Network, Inc.

43.40K

Mar 31, 26

-1.45K

0.02%

Aspire Capital Advisors LLC

43.35K

Mar 31, 26

+14.61K

0.02%

Argent Trust Co

42.66K

Mar 31, 26

+1.41K

0.02%

Aprio Wealth Management, LLC

42.16K

Mar 31, 26

+1.25K

0.02%

LexAurum Advisors, LLC

41.71K

Mar 31, 26

+41.71K

0.02%

Mayfair Advisory Group, LLC

41.56K

Mar 31, 26

+944

0.02%

Larson Financial Group LLC

41.52K

Mar 31, 26

-298

0.02%

SC&H Financial Advisors, Inc.

40.59K

Mar 31, 26

-490

0.02%

RFG Advisory, LLC

39.85K

Mar 31, 26

+2.32K

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

39.60K

Mar 31, 26

+39.60K

0.02%

DBK Financial Counsel, LLC

38.95K

Mar 31, 26

-286

0.02%

NKCFO LLC

38.67K

Mar 31, 26

+10.07K

0.02%

Bank of New Hampshire

38.55K

Mar 31, 26

+5.35K

0.02%

CURIO WEALTH, LLC

37.80K

Mar 31, 26

+1.79K

0.02%

Bison Wealth, LLC

37.73K

Mar 31, 26

+404

0.02%

HARBOUR INVESTMENTS, INC.

37.60K

Mar 31, 26

+5.19K

0.02%

Peirce Capital Management, LLC

37.54K

Mar 31, 26

-3.91K

0.02%

IMA Wealth, Inc.

37.41K

Mar 31, 26

+1.30K

0.02%

FLYWHEEL PRIVATE WEALTH LLC

37.35K

Mar 31, 26

+61

0.02%

PFC CAPITAL GROUP, INC.

37.34K

Mar 31, 26

+1.63K

0.02%

Summit Financial, LLC

36.87K

Mar 31, 26

+5.37K

0.02%

McLean Asset Management Corp

36.71K

Mar 31, 26

-1.68K

0.02%

COURIER CAPITAL LLC

36.17K

Mar 31, 26

+3.82K

0.02%

BANK OF NOVA SCOTIA

36.14K

Mar 31, 26

+36.14K

0.02%

Bull Oak Capital, LLC

35.96K

Mar 31, 26

+4.11K

0.02%

Holistic Planning, LLC

35.93K

Mar 31, 26

+6.54K

0.02%

Cherry Tree Wealth Management, LLC

35.90K

Mar 31, 26

+279

0.02%

BlackRock, Inc.

35.87K

Mar 31, 26

+19.59K

0.02%

Fidelis Capital Partners, LLC

35.63K

Mar 31, 26

+1.77K

0.02%

M Holdings Securities, Inc.

35.61K

Mar 31, 26

+1.38K

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

35.19K

Mar 31, 26

-2.85K

0.02%

Avant Financial Advisors LLC

35.17K

Mar 31, 26

+81

0.02%

FIRST HORIZON CORP

35.12K

Mar 31, 26

+3.66K

0.02%

J.W. COLE ADVISORS, INC.

35.07K

Mar 31, 26

-10.60K

0.02%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

34.89K

Mar 31, 26

+195

0.02%

Conrad Siegel Investment Advisors, Inc.

34.87K

Mar 31, 26

-1.52K

0.02%

Lauterbach Financial Advisors, LLC

34.83K

Mar 31, 26

+1.26K

0.02%

rebel Financial LLC

34.60K

Mar 31, 26

+326

0.02%

LAM GROUP, INC.

34.23K

Mar 31, 26

+1.65K

0.02%

FIFTH THIRD SECURITIES, INC.

34.08K

Mar 31, 26

-3.99K

0.02%

CAPTRUST FINANCIAL ADVISORS

33.79K

Mar 31, 26

+3.38K

0.02%

Davidson Kahn Capital Management, LLC

33.30K

Mar 31, 26

+33.30K

0.02%

Onyx Bridge Wealth Group LLC

33.11K

Mar 31, 26

-58.36K

0.02%

Fortis Capital Management LLC

32.89K

Mar 31, 26

+8.10K

0.02%

Evanson Asset Management, LLC

32.81K

Mar 31, 26

+8.03K

0.02%

Sculati Wealth Management, LLC

32.55K

Mar 31, 26

-123

0.01%

SRS Capital Advisors, Inc.

32.47K

Mar 31, 26

-12.25K

0.01%

COZAD ASSET MANAGEMENT INC

31.94K

Mar 31, 26

+869

0.01%

Emprise Bank

31.85K

Mar 31, 26

-396

0.01%

JDH Wealth Management, LLC

31.72K

Mar 31, 26

-323

0.01%

Ambassador Advisors, LLC

31.26K

Mar 31, 26

+1.76K

0.01%

IHT Wealth Management, LLC

31.05K

Mar 31, 26

+3.32K

0.01%

Broadway Wealth Solutions, Inc.

30.96K

Mar 31, 26

+880

0.01%

Heritage Wealth Management, Inc.

30.89K

Mar 31, 26

+237

0.01%

Aptus Capital Advisors, LLC

30.70K

Mar 31, 26

+18.14K

0.01%

Friday Financial

30.56K

Mar 31, 26

+496

0.01%

SENTINEL PENSION ADVISORS INC

30.55K

Mar 31, 26

+2.78K

0.01%

Sigma Planning Corp

30.42K

Mar 31, 26

+5.36K

0.01%

Fifth Third Wealth Advisors LLC

30.31K

Mar 31, 26

-1.41K

0.01%

Herold Advisors, Inc.

30.13K

Mar 31, 26

+3.60K

0.01%

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

30.04K

Mar 31, 26

-136

0.01%

Arbor Wealth Advisors LLC

30.00K

Mar 31, 26

+1.69K

0.01%

Premier Path Wealth Partners, LLC

30.00K

Mar 31, 26

-5.11K

0.01%

Level Financial Advisors, Inc.

29.59K

Mar 31, 26

-874

0.01%

Holcombe Financial, Inc.

29.17K

Mar 31, 26

+6.22K

0.01%

Dynamic Advisor Solutions LLC

28.91K

Mar 31, 26

+571

0.01%

Intrua Financial, LLC

28.69K

Mar 31, 26

+13.64K

0.01%

Canvas Wealth Advisors, LLC

28.68K

Mar 31, 26

+1.54K

0.01%

CAP Partners, LLC

28.35K

Mar 31, 26

+1.06K

0.01%

Clarus Group, Inc.

28.05K

Mar 31, 26

-877

0.01%

New England Private Wealth Advisors LLC

28.04K

Mar 31, 26

+104

0.01%

Austin Wealth Management, LLC

27.57K

Mar 31, 26

-11.36K

0.01%

CIBC WORLD MARKET INC.

27.26K

Mar 31, 26

+27.26K

0.01%

Paragon Advisors, LLC

27.08K

Mar 31, 26

-863

0.01%

Apollon Financial, LLC

27.01K

Mar 31, 26

+6.30K

0.01%

FIRST MANHATTAN CO. LLC.

26.86K

Mar 31, 26

0.01%

CoreCap Advisors, LLC

26.57K

Mar 31, 26

+932

0.01%

Tranquility Partners, LLC

26.56K

Mar 31, 26

-543

0.01%

Centennial Wealth Advisory LLC

26.56K

Mar 31, 26

+13.87K

0.01%

Alpha Financial Advisors, LLC

26.48K

Mar 31, 26

+189

0.01%

Stegent Equity Advisors, Inc.

26.38K

Mar 31, 26

-3.35K

0.01%

Heritage Wealth Management, Inc. /CA/

26.21K

Mar 31, 26

+1.80K

0.01%

Versant Capital Management, Inc

26.14K

Mar 31, 26

+1.66K

0.01%

RDA Financial Network

25.91K

Mar 31, 26

+500

0.01%

Pasadena Private Wealth, LLC

25.87K

Mar 31, 26

-1.29K

0.01%

Haven Private, LLC

25.86K

Mar 31, 26

+94

0.01%

Delap Wealth Advisory, LLC

25.62K

Mar 31, 26

+846

0.01%

Etesian Wealth Advisors, Inc.

25.48K

Mar 31, 26

+31

0.01%

Milestone Asset Management Group, LLC

25.07K

Mar 31, 26

+1.10K

0.01%

CARDIFF PARK ADVISORS, LLC

24.89K

Mar 31, 26

+2.28K

0.01%

Paragon Capital Management Ltd

24.79K

Mar 31, 26

+404

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

24.72K

Mar 31, 26

-2.40K

0.01%

Gibraltar Capital Management, Inc.

24.50K

Mar 31, 26

+20.81K

0.01%

Atala Financial Inc

24.28K

Mar 31, 26

+784

0.01%

Meadow Creek Wealth Advisors LLC

24.23K

Mar 31, 26

+141

0.01%

Auxano Advisors, LLC

24.00K

Mar 31, 26

+20.16K

0.01%

FMB WEALTH MANAGEMENT

23.37K

Mar 31, 26

0.01%

Squire Investment Management Company, LLC

23.28K

Mar 31, 26

-1.44K

0.01%

FIRST COMMUNITY TRUST NA

23.22K

Mar 31, 26

+23.09K

0.01%

XY Planning Network, Inc.

22.94K

Mar 31, 26

-932

0.01%

StoneX Group Inc.

22.88K

Mar 31, 26

+22.88K

0.01%

FIDUCIARY ADVISORS, INC.

22.77K

Mar 31, 26

+1.99K

0.01%

Leading Edge Financial Planning LLC

22.69K

Mar 31, 26

+3.04K

0.01%

Cornerstone Management, Inc.

22.32K

Mar 31, 26

-4

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

22.17K

Mar 31, 26

+1.38K

0.01%

Parkwoods Wealth Partners, LLC

22.06K

Mar 31, 26

+554

0.01%

Ariadne Wealth Management, LP

22.05K

Mar 31, 26

+806

0.01%

VISTA INVESTMENT PARTNERS LLC

21.89K

Mar 31, 26

-21.61K

0.01%

Refined Wealth Management

21.77K

Mar 31, 26

+21.77K

0.01%

Ausdal Financial Partners, Inc.

21.72K

Mar 31, 26

-8

0.01%

Clear Creek Financial Management, LLC

21.63K

Mar 31, 26

+2.12K

0.01%

Asset Dedication, LLC

21.41K

Mar 31, 26

-1.22K

0.01%

Cornerstone Advisory, LLC

21.17K

Mar 31, 26

+7.11K

0.01%

Fortitude Family Office, LLC

21.03K

Mar 31, 26

-273

0.01%

PRINCIPAL SECURITIES, INC.

20.98K

Mar 31, 26

+317

0.01%

CreativeOne Wealth, LLC

20.93K

Mar 31, 26

-10.56K

0.01%

Centerpoint Advisory Group

20.91K

Mar 31, 26

+241

0.01%

GUIDANCE CAPITAL, INC

20.72K

Mar 31, 26

+4.79K

0.01%

Armbruster Capital Management, Inc.

20.57K

Mar 31, 26

-76

0.01%

Abacus Planning Group, Inc.

20.26K

Mar 31, 26

+129

0.01%

BOKF, NA

19.93K

Mar 31, 26

+466

0.01%

Western Wealth Management, LLC

19.88K

Mar 31, 26

+17.07K

0.01%

ORBA Wealth Advisors, L.L.C.

19.52K

Mar 31, 26

-4.57K

0.01%

Focus Financial Network, Inc.

19.43K

Mar 31, 26

+19.43K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

19.34K

Mar 31, 26

+307

0.01%

Founders Financial Alliance, LLC

19.10K

Mar 31, 26

+2.81K

0.01%

CLUNE & ASSOCIATES, LTD.

19.03K

Mar 31, 26

-4.32K

0.01%

Legacy Capital Wealth Partners, LLC

18.68K

Mar 31, 26

-941

0.01%

Cypress Point Wealth Management, LLC

18.67K

Mar 31, 26

-236

0.01%

Joseph P. Lucia & Associates, LLC

18.64K

Mar 31, 26

+519

0.01%

MOTCO

18.51K

Mar 31, 26

+626

0.01%

Kingsview Wealth Management, LLC

18.42K

Mar 31, 26

+3.19K

0.01%

CRA Financial Services, LLC

18.38K

Mar 31, 26

-823

0.01%

Insight Wealth Partners, LLC

18.32K

Mar 31, 26

+499

0.01%

Ironwood Financial, llc

18.19K

Mar 31, 26

+773

0.01%

CSS LLC/IL

17.99K

Mar 31, 26

-21.43K

0.01%

Independence Bank of Kentucky

17.87K

Mar 31, 26

-2.84K

0.01%

FMR LLC

17.78K

Mar 31, 26

+4.65K

0.01%

BEACON FINANCIAL GROUP

17.78K

Mar 31, 26

-13

0.01%

Hardin Capital Partners, LLC

17.37K

Mar 31, 26

+1.14K

0.01%

NIXON PEABODY TRUST CO

17.36K

Mar 31, 26

-132

0.01%

Signal Advisors Wealth, LLC

17.16K

Mar 31, 26

+3.41K

0.01%

Uniting Wealth Partners, LLC

17.15K

Mar 31, 26

+17.15K

0.01%

SEEDS INVESTOR LLC

17.04K

Mar 31, 26

+14.07K

0.01%

Jacobi Capital Management LLC

17.01K

Mar 31, 26

+1.54K

0.01%

Modera Wealth Management, LLC

16.74K

Mar 31, 26

+1.25K

0.01%

Rockwood Wealth Management, LLC

16.66K

Mar 31, 26

0.01%

Per Stirling Capital Management, LLC.

16.65K

Mar 31, 26

-1.24K

0.01%

Vivaldi Capital Management LP

16.60K

Mar 31, 26

-154

0.01%

Continuum Advisory, LLC

16.32K

Mar 31, 26

+8.43K

0.01%

Goldstone Financial Group, LLC

16.13K

Mar 31, 26

-10.72K

0.01%

SVB WEALTH LLC

15.98K

Mar 31, 26

+1.00K

0.01%

NATIONAL BANK OF CANADA /FI/

15.70K

Mar 31, 26

+1.59K

0.01%

BENJAMIN EDWARDS INC

15.63K

Mar 31, 26

-1.00K

0.01%

Sachetta, LLC

15.48K

Mar 31, 26

-350

0.01%

First Citizens Asset Management, Inc.

15.38K

Mar 31, 26

+336

0.01%

CWA Asset Management Group, LLC

15.38K

Mar 31, 26

+388

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

15.33K

Mar 31, 26

+10.64K

0.01%

BigSur Wealth Management LLC

15.28K

Mar 31, 26

-793

0.01%

Stratos Wealth Partners, LTD.

15.23K

Mar 31, 26

+4.05K

0.01%

RVW Wealth, LLC

15.12K

Mar 31, 26

+387

0.01%

Arkadios Wealth Advisors

15.10K

Mar 31, 26

+4.33K

0.01%

Tower Wealth Partners, Inc.

14.93K

Mar 31, 26

-86

0.01%

TPG Advisors LLC

14.90K

Mar 31, 26

+14.90K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

14.82K

Mar 31, 26

+1.95K

0.01%

Clark Asset Management, LLC

14.72K

Mar 31, 26

0.01%

Financial Engines Advisors L.L.C.

14.66K

Mar 31, 26

-677

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

14.59K

Mar 31, 26

-202

0.01%

Advisor Resource Council

14.23K

Mar 31, 26

+492

0.01%

Seaside Wealth Management, Inc.

14.21K

Mar 31, 26

-30

0.01%

Almanack Investment Partners, LLC.

14.01K

Mar 31, 26

0.01%

Transcendent Capital Group LLC

13.92K

Mar 31, 26

-47

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

13.79K

Mar 31, 26

+5.27K

0.01%

GEM Asset Management, LLC

13.70K

Mar 31, 26

+29

0.01%

KWB Wealth

13.61K

Mar 31, 26

0.01%

Integris Wealth Management, LLC

13.58K

Mar 31, 26

-576

0.01%

Forum Financial Management, LP

13.51K

Mar 31, 26

-8

0.01%

NorthRock Partners, LLC

13.45K

Mar 31, 26

+13.45K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

13.40K

Mar 31, 26

+7.49K

0.01%

Kaufman Rossin Wealth, LLC

13.40K

Mar 31, 26

-263

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

13.17K

Mar 31, 26

-900

0.01%

Cornerstone Wealth Management, LLC

13.16K

Mar 31, 26

+352

0.01%

CROSSPOINT FINANCIAL, LLC

13.01K

Mar 31, 26

+4.61K

0.01%

Gradient Capital Advisors, LLC

12.98K

Mar 31, 26

-97

0.01%

Meridian Wealth Management, LLC

12.81K

Mar 31, 26

+614

0.01%

Maia Wealth LLC

12.79K

Mar 31, 26

+4.28K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

12.77K

Mar 31, 26

-507

0.01%

Claro Advisors LLC

12.58K

Mar 31, 26

+777

0.01%

PFG Investments, LLC

12.44K

Mar 31, 26

+36

0.01%

DENVER WEALTH MANAGEMENT, INC.

12.39K

Mar 31, 26

+473

0.01%

SILVERCREST ASSET MANAGEMENT GROUP LLC

12.32K

Mar 31, 26

+12.32K

0.01%

Belpointe Asset Management LLC

12.32K

Mar 31, 26

-5.41K

0.01%

NORTH STAR ASSET MANAGEMENT INC

12.13K

Mar 31, 26

+4.31K

0.01%

SHEETS SMITH WEALTH MANAGEMENT

12.02K

Mar 31, 26

+1.35K

0.01%

Sovran Advisors, LLC

12.01K

Mar 31, 26

+2.08K

0.01%

ENTREWEALTH, LLC

11.91K

Mar 31, 26

+863

0.01%

Longview Financial Advisors, Inc.

11.85K

Mar 31, 26

-3

0.01%

San Luis Wealth Advisors LLC

11.71K

Mar 31, 26

-2.70K

0.01%

Baer Investment Advisory LLC

11.70K

Mar 31, 26

+11.70K

0.01%

VICTORY FINANCIAL GROUP, LLC

11.70K

Mar 31, 26

+3.41K

0.01%

Trajan Wealth LLC

11.70K

Mar 31, 26

-34

0.01%

Harbor Asset Planning, Inc.

11.66K

Mar 31, 26

+477

0.01%

Financial Architects, LLC

11.59K

Mar 31, 26

+840

0.01%

JNBA Financial Advisors

11.55K

Mar 31, 26

+20

0.01%

Prosperity Financial Group, Inc.

11.38K

Mar 31, 26

+11.38K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.33K

Mar 31, 26

+68

0.01%

WEST MICHIGAN ADVISORS, LLC

11.25K

Mar 31, 26

+11.25K

0.01%

CGC Financial Services, LLC

10.80K

Mar 31, 26

-5.88K

0.00%

Klaas Financial Asset Advisors, LLC

10.75K

Mar 31, 26

-84.03K

0.00%

CogentBlue Wealth Advisors, LLC

10.56K

Mar 31, 26

+289

0.00%

Strategic Advisors LLC

10.44K

Mar 31, 26

+130

0.00%

Capital Investment Advisory Services, LLC

10.17K

Mar 31, 26

+2.48K

0.00%

RMB Capital Management, LLC

10.08K

Mar 31, 26

-143

0.00%

BROWN ADVISORY INC

10.05K

Mar 31, 26

-361

0.00%

Portside Wealth Group, LLC

9.85K

Mar 31, 26

+9.85K

0.00%

Aspen Capital Management, LLC

9.75K

Mar 31, 26

0.00%

US BANCORP \DE\

9.46K

Mar 31, 26

-181

0.00%

West Wealth Group, LLC

9.43K

Mar 31, 26

+9.43K

0.00%

WEDBUSH SECURITIES INC

9.38K

Mar 31, 26

-1.23K

0.00%

Parallel Advisors, LLC

9.37K

Mar 31, 26

+4.79K

0.00%

Pine Valley Investments Ltd Liability Co

9.27K

Mar 31, 26

+253

0.00%

Tyche Wealth Partners LLC

9.25K

Mar 31, 26

+252

0.00%

REDW Wealth LLC

9.20K

Mar 31, 26

0.00%

MIDDLETON & CO INC/MA

9.18K

Mar 31, 26

+28

0.00%

Annex Advisory Services, LLC

9.17K

Mar 31, 26

-759

0.00%

Skopos Labs, Inc.

9.08K

Mar 31, 26

+5.26K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.03K

Mar 31, 26

-1.23K

0.00%

Fortune Financial Advisors, LLC

8.96K

Mar 31, 26

+1.54K

0.00%

Heron Bay Capital Management

8.95K

Mar 31, 26

+6.03K

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

8.92K

Mar 31, 26

-840

0.00%

Morey & Quinn Wealth Partners, LLC

8.81K

Mar 31, 26

+1.03K

0.00%

EverSource Wealth Advisors, LLC

8.70K

Mar 31, 26

-3.03K

0.00%

Capital Wealth Alliance, LLC

8.61K

Mar 31, 26

-21

0.00%

MN Wealth Advisors, LLC

8.60K

Mar 31, 26

-172

0.00%

FIRST FINANCIAL CORP /IN/

8.57K

Mar 31, 26

-1.58K

0.00%

Opal Wealth Advisors, LLC

8.44K

Mar 31, 26

-2.42K

0.00%

Klingman & Associates, LLC

8.31K

Mar 31, 26

+16

0.00%

BKA Wealth Consulting, Inc.

8.27K

Mar 31, 26

+164

0.00%

Tenon Financial LLC

8.22K

Mar 31, 26

+18

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

8.17K

Mar 31, 26

+2.20K

0.00%

W.H. Cornerstone Investments Inc.

8.10K

Mar 31, 26

+4.99K

0.00%

Merkkuri Wealth Advisors LLC

8.01K

Mar 31, 26

+22

0.00%

CITADEL ADVISORS LLC

7.95K

Mar 31, 26

-1.88K

0.00%

Nova R Wealth, Inc.

7.77K

Mar 31, 26

-246

0.00%

Schubert & Co

7.77K

Mar 31, 26

+1.13K

0.00%

REGIONS FINANCIAL CORP

7.74K

Mar 31, 26

+7.74K

0.00%

KMG FIDUCIARY PARTNERS, LLC

7.68K

Mar 31, 26

+106

0.00%

LJI Wealth Management, LLC

7.61K

Mar 31, 26

-15.81K

0.00%

HBW Advisory Services LLC

7.56K

Mar 31, 26

-1.40K

0.00%

Cornell Pochily Investment Advisors, Inc.

7.53K

Mar 31, 26

-237

0.00%

NORTHERN TRUST CORP

7.49K

Mar 31, 26

-332

0.00%

Facet Wealth, Inc.

7.47K

Mar 31, 26

-174

0.00%

RCS Financial Planning, LLC

7.38K

Mar 31, 26

0.00%

Camarda Financial Advisors, LLC

7.37K

Mar 31, 26

+786

0.00%

Prospera Capital Management, LLC

7.30K

Mar 31, 26

0.00%

IEQ CAPITAL, LLC

7.26K

Mar 31, 26

+1.95K

0.00%

Integrated Capital Management, LLC

6.98K

Mar 31, 26

-21.95K

0.00%

CERTIOR FINANCIAL GROUP, LLC

6.95K

Mar 31, 26

+6.95K

0.00%

Robertson Stephens Wealth Management, LLC

6.82K

Mar 31, 26

0.00%

Valmark Advisers, Inc.

6.80K

Mar 31, 26

+3.10K

0.00%

IFP Advisors, Inc

6.76K

Mar 31, 26

-1.83K

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

6.63K

Mar 31, 26

+1.74K

0.00%

Darden Wealth Group Inc

6.60K

Mar 31, 26

+3.50K

0.00%

LEGACY FINANCIAL GROUP, INC.

6.60K

Mar 31, 26

-82

0.00%

STEVENS CAPITAL PARTNERS

6.49K

Mar 31, 26

+6.49K

0.00%

Alliance Wealth Advisors, LLC /UT

6.49K

Mar 31, 26

+6.49K

0.00%

Capasso Planning Partners LLC

6.46K

Mar 31, 26

-51

0.00%

Oceanside Advisors LLC

6.42K

Mar 31, 26

+680

0.00%

ARK & TLK INVESTMENTS, LLC

6.38K

Mar 31, 26

+1.53K

0.00%

Aegis Wealth Management LLC

6.38K

Mar 31, 26

+400

0.00%

Cyndeo Wealth Partners, LLC

6.37K

Mar 31, 26

+6.37K

0.00%

NFP Retirement, Inc.

6.34K

Mar 31, 26

+720

0.00%

JOHNSON INVESTMENT COUNSEL INC

6.33K

Mar 31, 26

+576

0.00%

FORTRESS FINANCIAL GROUP, LLC

6.31K

Mar 31, 26

+3.81K

0.00%

Pitti Group Wealth Management, LLC

6.28K

Mar 31, 26

+468

0.00%

Index Fund Advisors, Inc.

6.26K

Mar 31, 26

+6.26K

0.00%

Geneos Wealth Management Inc.

6.25K

Mar 31, 26

+511

0.00%

Baltimore-Washington Financial Advisors, Inc.

6.25K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

6.24K

Mar 31, 26

+175

0.00%

Foundation Wealth Management, LLC\PA

6.17K

Mar 31, 26

0.00%

Slagle Financial, LLC

6.15K

Mar 31, 26

-293

0.00%

Lido Advisors, LLC

6.13K

Mar 31, 26

-166

0.00%

Whitaker-Myers Wealth Managers, LTD.

6.07K

Mar 31, 26

-346

0.00%

Bridgewater Advisors Inc.

6.04K

Mar 31, 26

+56

0.00%

Cardinal Point Capital Management, ULC

6.03K

Mar 31, 26

+297

0.00%

M Wealth Management, LLC

6.02K

Mar 31, 26

0.00%

Triune Financial Partners, LLC

6.00K

Mar 31, 26

+16

0.00%

Strategic Family Wealth Counselors, L.L.C.

5.99K

Mar 31, 26

+449

0.00%

Balance Wealth, LLC

5.95K

Mar 31, 26

+5.95K

0.00%

RITHOLTZ WEALTH MANAGEMENT

5.93K

Mar 31, 26

+2.30K

0.00%

Arista Wealth Management, LLC

5.81K

Mar 31, 26

+1.29K

0.00%

Navis Wealth Advisors, LLC

5.74K

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.71K

Mar 31, 26

+91

0.00%

TITLEIST ASSET MANAGEMENT, LLC

5.67K

Mar 31, 26

+44

0.00%

Gotham Asset Management, LLC

5.65K

Mar 31, 26

+1.43K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

5.63K

Mar 31, 26

+2.85K

0.00%

Keel Point, LLC

5.46K

Mar 31, 26

-338

0.00%

Selective Wealth Management, Inc.

5.39K

Mar 31, 26

0.00%

Inspire Advisors, LLC

5.38K

Mar 31, 26

+5.38K

0.00%

NWF Advisory Services Inc.

5.29K

Mar 31, 26

-231

0.00%

Breakwater Capital Group

5.23K

Mar 31, 26

+5.23K

0.00%

Whelan Financial

5.16K

Mar 31, 26

0.00%

OneAscent Financial Services LLC

5.15K

Mar 31, 26

-368

0.00%

Financial Symmetry Inc

5.12K

Mar 31, 26

-258

0.00%

Autumn Glory Partners, LLC

5.05K

Mar 31, 26

0.00%

Redwood Park Advisors LLC

5.04K

Mar 31, 26

+14

0.00%

CGN Advisors LLC

5.04K

Mar 31, 26

-6.04K

0.00%

BROWN BROTHERS HARRIMAN & CO

5.02K

Mar 31, 26

0.00%

Avidian Wealth Solutions, LLC

5.01K

Mar 31, 26

-298

0.00%

VISTA INVESTMENT PARTNERS II, LLC

4.96K

Mar 31, 26

+4.96K

0.00%

Tranquilli Financial Advisor LLC

4.95K

Mar 31, 26

+237

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.95K

Mar 31, 26

+46

0.00%

Atlas Wealth LLC

4.93K

Mar 31, 26

0.00%

Colonial Trust Co / SC

4.86K

Mar 31, 26

0.00%

Powers Advisory Group, LLC

4.77K

Mar 31, 26

+1.72K

0.00%

Landing Point Financial Group, LLC

4.70K

Mar 31, 26

+30

0.00%

GUYASUTA INVESTMENT ADVISORS INC

4.69K

Mar 31, 26

+4.69K

0.00%

Acorn Wealth Advisors, LLC

4.69K

Mar 31, 26

-32

0.00%

Cypress Wealth Services, LLC

4.67K

Mar 31, 26

0.00%

D'Orazio & Associates, Inc.

4.65K

Mar 31, 26

-881

0.00%

MAYPORT, LLC

4.59K

Mar 31, 26

+4.59K

0.00%

MASTER'S WEALTH MANAGEMENT INC.

4.46K

Mar 31, 26

+4.46K

0.00%

HAZLETT, BURT & WATSON, INC.

4.43K

Mar 31, 26

+809

0.00%

Fortis Capital Advisors, LLC

4.38K

Mar 31, 26

+4.38K

0.00%

Parkside Financial Bank & Trust

4.35K

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

4.29K

Mar 31, 26

-251

0.00%

Itau Unibanco Holding S.A.

4.26K

Mar 31, 26

+4.26K

0.00%

Root Financial Partners, LLC

4.22K

Mar 31, 26

+3.98K

0.00%

GEN Financial Management, INC.

4.19K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

4.18K

Mar 31, 26

-454

0.00%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

4.16K

Mar 31, 26

+1.19K

0.00%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

4.16K

Mar 31, 26

-111

0.00%

Summit Financial Strategies, Inc.

4.14K

Mar 31, 26

-260

0.00%

Glassman Wealth Services

4.12K

Mar 31, 26

-3.25K

0.00%

Vise Technologies, Inc.

4.12K

Mar 31, 26

0.00%

V2 Financial group LLC

4.11K

Mar 31, 26

+201

0.00%

National Wealth Management Group, LLC

4.11K

Mar 31, 26

-1.20K

0.00%

Strategent Financial, LLC

4.10K

Mar 31, 26

+1.75K

0.00%

Convergence Financial, LLC

4.08K

Mar 31, 26

-5.71K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

4.07K

Mar 31, 26

+4.07K

0.00%

Accredited Investors Inc.

4.07K

Mar 31, 26

+4.07K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.07K

Mar 31, 26

0.00%

Brickley Wealth Management

4.01K

Mar 31, 26

-338

0.00%

AE Wealth Management LLC

3.93K

Mar 31, 26

-720

0.00%

ZRC WEALTH MANAGEMENT, LLC

3.92K

Mar 31, 26

+10

0.00%

Trellis Wealth Advisors LLC

3.91K

Mar 31, 26

+404

0.00%

LIBERTY WEALTH MANAGEMENT LLC

3.84K

Mar 31, 26

+10

0.00%

Legacy Financial Strategies, LLC

3.84K

Mar 31, 26

-145

0.00%

KELLEHER FINANCIAL ADVISORS

3.81K

Mar 31, 26

+422

0.00%

BCR Wealth Strategies, LLC

3.79K

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

3.79K

Mar 31, 26

-230

0.00%

BIP Wealth, LLC

3.70K

Mar 31, 26

+131

0.00%

Keystone Financial Group

3.69K

Mar 31, 26

0.00%

SAPIENT CAPITAL LLC

3.62K

Mar 31, 26

+3.62K

0.00%

Ronald Blue Trust, Inc.

3.62K

Mar 31, 26

0.00%

Next Level Private LLC

3.59K

Mar 31, 26

+112

0.00%

VANCE WEALTH, INC.

3.55K

Mar 31, 26

-5

0.00%

Santori & Peters, Inc.

3.50K

Mar 31, 26

+3.50K

0.00%

Procyon Advisors, LLC

3.48K

Mar 31, 26

+3.48K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

3.42K

Mar 31, 26

+906

0.00%

Stewardship Advisors, LLC

3.40K

Mar 31, 26

0.00%

CWC Advisors, LLC.

3.39K

Mar 31, 26

+557

0.00%

Garde Capital, Inc.

3.39K

Mar 31, 26

+3.39K

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

3.37K

Mar 31, 26

+3.37K

0.00%

Magnolia Private Wealth, LLC

3.35K

Mar 31, 26

-352

0.00%

Foundry Financial Group, Inc.

3.34K

Mar 31, 26

-29.92K

0.00%

Matrix Trust Co

3.31K

Mar 31, 26

+3.31K

0.00%

Investment Advisory Group, LLC

3.31K

Mar 31, 26

+100

0.00%

CORA CAPITAL ADVISORS LLC

3.30K

Mar 31, 26

0.00%

Baldwin Investment Management, LLC

3.25K

Mar 31, 26

+498

0.00%

HRT FINANCIAL LP

3.25K

Mar 31, 26

+3.25K

0.00%

GDS Wealth Management

3.24K

Mar 31, 26

+3.24K

0.00%

Bank of New York Mellon Corp

3.24K

Mar 31, 26

+350

0.00%

CALTON & ASSOCIATES, INC.

3.21K

Mar 31, 26

+127

0.00%

Balboa Wealth Partners

3.21K

Mar 31, 26

0.00%

Prosperitas Financial LLC

3.20K

Mar 31, 26

0.00%

Rinkey Investments

3.19K

Mar 31, 26

+740

0.00%

Newman Dignan & Sheerar, Inc.

3.15K

Mar 31, 26

0.00%

Badgley Phelps Wealth Managers, LLC

3.13K

Mar 31, 26

0.00%

Baker Ellis Asset Management LLC

3.13K

Mar 31, 26

+200

0.00%

Huntleigh Advisors, Inc.

3.12K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

3.04K

Mar 31, 26

0.00%

Accurate Wealth Management, LLC

3.04K

Mar 31, 26

+1.17K

0.00%

Cannon Wealth Management Services, LLC

3.01K

Mar 31, 26

+167

0.00%

GRAND WEALTH MANAGEMENT, LLC

2.99K

Mar 31, 26

0.00%

MARINO, STRAM & ASSOCIATES LLC

2.98K

Mar 31, 26

+242

0.00%

UNIVEST FINANCIAL Corp

2.95K

Mar 31, 26

0.00%

Essex Savings Bank

2.92K

Mar 31, 26

+231

0.00%

Cushing Capital Partners, LLC

2.87K

Mar 31, 26

+447

0.00%

Cornerstone Capital, Inc.

2.80K

Mar 31, 26

0.00%

BESSEMER GROUP INC

2.80K

Mar 31, 26

+393

0.00%

M&T BANK CORP

2.75K

Mar 31, 26

+142

0.00%

CITIZENS FINANCIAL GROUP INC/RI

2.74K

Mar 31, 26

0.00%

ADG Wealth Management Group, LLC

2.70K

Mar 31, 26

+293

0.00%

CULLEN/FROST BANKERS, INC.

2.70K

Mar 31, 26

+88

0.00%

Valeo Financial Advisors, LLC

2.70K

Mar 31, 26

-2.45K

0.00%

Wallace Advisory Group, LLC

2.70K

Mar 31, 26

+2.70K

0.00%

Gerber Kawasaki Wealth & Investment Management

2.67K

Mar 31, 26

-2.31K

0.00%

VERUS WEALTH MANAGEMENT, LLC

2.65K

Mar 31, 26

-52

0.00%

TD Waterhouse Canada Inc.

2.64K

Mar 31, 26

0.00%

Hoxton Planning & Management, LLC

2.63K

Mar 31, 26

+236

0.00%

Access Investment Management LLC

2.60K

Mar 31, 26

+2.60K

0.00%

Empire Financial Management Company, LLC

2.56K

Mar 31, 26

+400

0.00%

WealthTrust Axiom LLC

2.51K

Mar 31, 26

+2.51K

0.00%

Kovack Advisors, Inc.

2.48K

Mar 31, 26

+2.48K

0.00%

Strategic Financial Concepts, LLC

2.48K

Mar 31, 26

+2.48K

0.00%

Hurlow Wealth Management Group, Inc.

2.48K

Mar 31, 26

+31

0.00%

Osprey Private Wealth LLC

2.47K

Mar 31, 26

0.00%

Sensible Money, LLC

2.46K

Mar 31, 26

+104

0.00%

Millington Financial Advisors, LLC

2.45K

Mar 31, 26

0.00%

Bank of Marin

2.44K

Mar 31, 26

+98

0.00%

GWN SECURITIES INC.

2.44K

Mar 31, 26

+102

0.00%

Carter Financial Group, INC.

2.39K

Mar 31, 26

-105

0.00%

Sharper & Granite LLC

2.39K

Mar 31, 26

+355

0.00%

Investment Research & Advisory Group, Inc.

2.34K

Mar 31, 26

0.00%

Family Legacy, Inc.

2.34K

Mar 31, 26

-27

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

2.33K

Mar 31, 26

0.00%

JIM SAULNIER & ASSOCIATES, LLC

2.29K

Mar 31, 26

0.00%

GM Advisory Group, Inc.

2.28K

Mar 31, 26

+2.28K

0.00%

Grant Private Wealth Management Inc

2.27K

Mar 31, 26

0.00%

First PREMIER Bank

2.27K

Mar 31, 26

-37

0.00%

Pure Financial Advisors, LLC

2.26K

Mar 31, 26

+2.26K

0.00%

Farmers & Merchants Trust Co of Long Beach

2.26K

Mar 31, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.25K

Mar 31, 26

0.00%

Intelligent Financial Strategies

2.24K

Mar 31, 26

-4.14K

0.00%

Acropolis Investment Management, LLC

2.24K

Mar 31, 26

-494

0.00%

Financial Insights, Inc.

2.24K

Mar 31, 26

+2.24K

0.00%

Icon Wealth Advisors, LLC

2.22K

Mar 31, 26

0.00%

BancFirst Trust & Investment Management

2.22K

Mar 31, 26

+2.22K

0.00%

Berger Financial Group, Inc

2.20K

Mar 31, 26

-172

0.00%

Heck Capital Advisors, LLC

2.13K

Mar 31, 26

0.00%

John W. Brooker & Co., CPAs

2.12K

Mar 31, 26

0.00%

CHAPIN DAVIS, INC.

2.10K

Mar 31, 26

0.00%

Mainsail Financial Group, LLC

2.07K

Mar 31, 26

0.00%

Total Clarity Wealth Management, Inc.

2.05K

Mar 31, 26

-210

0.00%

LongView Wealth Management

2.04K

Mar 31, 26

+2.04K

0.00%

Kathmere Capital Management, LLC

2.03K

Mar 31, 26

0.00%

Synergy Asset Management, LLC

2.02K

Mar 31, 26

+2.02K

0.00%

Sowell Financial Services LLC

2.00K

Mar 31, 26

+2.00K

0.00%

Empirical Finance, LLC

1.99K

Mar 31, 26

+1.99K

0.00%

TRUEFG, LLC

1.99K

Mar 31, 26

+1.99K

0.00%

FIDUCIARY TRUST CO

1.99K

Mar 31, 26

0.00%

Trek Financial, LLC

1.97K

Mar 31, 26

0.00%

BLVD Private Wealth, LLC

1.95K

Mar 31, 26

-151

0.00%

SMITH, MOORE & CO.

1.94K

Mar 31, 26

-31

0.00%

ASPIRIANT, LLC

1.93K

Mar 31, 26

-438

0.00%

Dorsey & Whitney Trust CO LLC

1.92K

Mar 31, 26

+1.92K

0.00%

Able Wealth Management LLC

1.92K

Mar 31, 26

+1.92K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

1.91K

Mar 31, 26

+1.91K

0.00%

Fisher Asset Management, LLC

1.89K

Mar 31, 26

+1.89K

0.00%

Federation des caisses Desjardins du Quebec

1.88K

Mar 31, 26

0.00%

Gibbs Wealth Management

1.88K

Mar 31, 26

+1.88K

0.00%

Pinion Investment Advisors, LLC

1.87K

Mar 31, 26

+1.87K

0.00%

Spire Wealth Management

1.86K

Mar 31, 26

+1.80K

0.00%

Axis Wealth Partners, LLC

1.86K

Mar 31, 26

+1.86K

0.00%

Clarion Wealth Managment Partners, LLC

1.82K

Mar 31, 26

+1.82K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

1.77K

Mar 31, 26

+1.77K

0.00%

SIGNATUREFD, LLC

1.72K

Mar 31, 26

+562

0.00%

UMB Bank, n.a.

1.66K

Mar 31, 26

+1.41K

0.00%

Financial Network Wealth Advisors LLC

1.64K

Mar 31, 26

+1.64K

0.00%

Synergy Investment Management, LLC

1.63K

Mar 31, 26

+1.63K

0.00%

Dunhill Financial, LLC

1.63K

Mar 31, 26

+1.24K

0.00%

Rossby Financial, LCC

1.63K

Mar 31, 26

+1.59K

0.00%

Smallwood Wealth Investment Management, LLC

1.39K

Mar 31, 26

0.00%

ASSETMARK, INC

1.29K

Mar 31, 26

+56

0.00%

Scarborough Advisors, LLC

1.02K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

975

Mar 31, 26

+868

0.00%

First Command Advisory Services, Inc.

952

Mar 31, 26

0.00%

Nemes Rush Group LLC

917

Mar 31, 26

0.00%

CENTRAL TRUST Co

807

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

766

Mar 31, 26

+348

0.00%

Ashton Thomas Private Wealth, LLC

746

Mar 31, 26

+746

0.00%

Clayton Financial Group LLC

743

Mar 31, 26

-124

0.00%

Russell Investments Group, Ltd.

726

Mar 31, 26

-546

0.00%

Bogart Wealth, LLC

703

Mar 31, 26

+503

0.00%

Johnson Financial Group, Inc.

699

Mar 31, 26

+699

0.00%

Your Advocates Ltd., LLP

678

Mar 31, 26

+678

0.00%

Rosenberg Matthew Hamilton

667

Mar 31, 26

0.00%

WEST PACES ADVISORS INC.

653

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

609

Mar 31, 26

0.00%

ATWOOD & PALMER INC

605

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

600

Mar 31, 26

+600

0.00%

VISION FINANCIAL MARKETS LLC

593

Mar 31, 26

0.00%

Clearstead Trust, LLC

579

Mar 31, 26

0.00%

KM Capital Management Ltd.

565

Mar 31, 26

+565

0.00%

Operose Advisors LLC

555

Mar 31, 26

+491

0.00%

MeadowBrook Investment Advisors LLC

540

Mar 31, 26

+540

0.00%

HANTZ FINANCIAL SERVICES, INC.

527

Mar 31, 26

+527

0.00%

NBC SECURITIES, INC.

516

Mar 31, 26

+352

0.00%

Centerpoint Advisors, LLC

500

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

414

Mar 31, 26

-138

0.00%

VANGUARD ADVISERS INC

402

Mar 31, 26

+402

0.00%

Plante Moran Financial Advisors, LLC

402

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

398

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

371

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

371

Mar 31, 26

0.00%

POM Investment Strategies, LLC

347

Mar 31, 26

-7.03K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

345

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

334

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

305

Mar 31, 26

0.00%

ROGCO, LP

305

Mar 31, 26

0.00%

CNB Bank

303

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

300

Mar 31, 26

+300

0.00%

Cornerstone Planning Group LLC

272

Mar 31, 26

+259

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

258

Mar 31, 26

+208

0.00%

MCF Advisors LLC

250

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

246

Mar 31, 26

0.00%

Sound Income Strategies, LLC

233

Mar 31, 26

+198

0.00%

GeoWealth Management, LLC

221

Mar 31, 26

+221

0.00%

Clarity Asset Management, Inc.

216

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

210

Mar 31, 26

0.00%

Barnes Dennig Private Wealth Management LLC

209

Mar 31, 26

+76

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

197

Mar 31, 26

-64

0.00%

COUNTRY TRUST BANK

174

Mar 31, 26

+174

0.00%

JDM Financial Group LLC

173

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

157

Mar 31, 26

-460

0.00%

PROTECTIVE LIFE CORP

156

Mar 31, 26

+156

0.00%

MATHER GROUP, LLC.

151

Mar 31, 26

+151

0.00%

GLENMEDE TRUST CO NA

149

Mar 31, 26

+149

0.00%

AMERIFLEX GROUP, INC.

145

Mar 31, 26

0.00%

Abound Wealth Management

141

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

130

Mar 31, 26

+130

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

127

Mar 31, 26

0.00%

Crews Bank & Trust

120

Mar 31, 26

+120

0.00%

Key FInancial Inc

119

Mar 31, 26

0.00%

Longview Financial Advisors LLC

111

Mar 31, 26

0.00%

Parvin Asset Management, LLC

110

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

105

Mar 31, 26

0.00%

GAMMA Investing LLC

105

Mar 31, 26

0.00%

WFA of San Diego, LLC

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

Mar 31, 26

-4

0.00%

Nova Wealth Management, Inc.

Mar 31, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

Mar 31, 26

-9

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+29

0.00%

IFG Advisory, LLC

Mar 31, 26

-2.21K

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

0.00%

Tanglewood Legacy Advisors, LLC

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

+31

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Tidemark, LLC

Mar 31, 26

+34

0.00%

WealthShield Partners, LLC

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+24

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Mar 31, 26

+22

0.00%

SALEM INVESTMENT COUNSELORS INC

Mar 31, 26

+21

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+18

0.00%

Davis Capital Management

Mar 31, 26

+11

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

0.00%

Addison Advisors LLC

Mar 31, 26

0.00%

Spurstone Advisory Services, LLC

Mar 31, 26

0.00%

OPTIMA CAPITAL LLC

Mar 31, 26

-112

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-16.60K

Cape Investment Advisory, Inc.

Mar 31, 26

-528

Safe Harbor Fiduciary, LLC

Mar 31, 26

-61

FLOW TRADERS U.S. LLC

Mar 31, 26

-5.39K

INVESTMENT COUNSEL CO OF NEVADA

Mar 31, 26

-357

HUNTINGTON NATIONAL BANK

Mar 31, 26

-42

Caprock Group, LLC

Mar 31, 26

-8.04K

Integrated Advisors Network LLC

Mar 31, 26

-9.35K

D.A. DAVIDSON & CO.

Mar 31, 26

-3.50K

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-32.12K

MidAtlantic Capital Management, Inc.

Mar 31, 26

-531

Astoria Portfolio Advisors LLC.

Mar 31, 26

-1.83K

Midwest Trust Co

Mar 31, 26

-2.37K

D. E. Shaw & Co., Inc.

Mar 31, 26

-69.97K

CONSCIOUS WEALTH INVESTMENTS, LLC

Mar 31, 26

-5.17K

Carolina Wealth Advisors, LLC

Mar 31, 26

-211

SOL Capital Management CO

Mar 31, 26

-13.97K

MARSHALL WACE, LLP

Mar 31, 26

-6.37K

SIMPLEX TRADING, LLC

Mar 31, 26

-303

Freestone Capital Holdings, LLC

Mar 31, 26

-4.75K

Diversify Advisory Services, LLC

Mar 31, 26

-3.28K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-54.29K

Frontier Asset Management, LLC

Mar 31, 26

-56.39K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-26.79K

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-11

Wealth Watch Advisors, INC

Mar 31, 26

-564

COLUMBIA ADVISORY PARTNERS LLC

Mar 31, 26

-4.21K

CX Institutional

Mar 31, 26

-50

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-2.80K

CHILDRESS CAPITAL ADVISORS, LLC

Mar 31, 26

-4.90K

LAIRD NORTON TRUST COMPANY, LLC

Mar 31, 26

-26.63K

SEVEN MILE ADVISORY

Mar 31, 26

-106.39K

Qube Research & Technologies Ltd

Mar 31, 26

-8.95K

Lifestyle Asset Management, Inc.

Mar 31, 26

-5.76K

McMill Wealth Management

Mar 31, 26

-282.10K

Schwab Charitable Fund

Mar 31, 26

-2.61K

Ritter Daniher Financial Advisory LLC / DE

Mar 31, 26

-1

TFB Advisors LLC

Mar 31, 26

-23.15K

Empowered Funds, LLC

Mar 31, 26

-1.03M

Camelot Portfolios, LLC

Mar 31, 26

-200

Golden State Wealth Management, LLC

Mar 31, 26

-355

COMERICA BANK

391.72K

Dec 31, 25

-204.07K

0.18%

Quent Long Short Global Small Cap Fund, LP

251.27K

Dec 31, 25

+251.27K

0.12%

Heritage Financial Services, LLC

195.96K

Dec 31, 25

+16.01K

0.09%

Stephens Consulting, LLC

145.11K

Dec 31, 25

-1.41K

0.07%

Bowman & Co S.C.

112.90K

Dec 31, 25

-8.65K

0.05%

Liberty Capital Management, Inc.

77.72K

Dec 31, 25

+588

0.04%

FineMark National Bank & Trust

67.42K

Dec 31, 25

+47.06K

0.03%

Running Point Capital Advisors, LLC

63.80K

Dec 31, 25

-13.63K

0.03%

Global Retirement Partners, LLC

27.25K

Dec 31, 25

+702

0.01%

PUFF WEALTH MANAGEMENT, LLC

17.30K

Dec 31, 25

-2.13K

0.01%

REDMONT WEALTH ADVISORS LLC

11.13K

Dec 31, 25

0.01%

Sequent Asset Management, LLC

9.46K

Dec 31, 25

-59

0.00%

CIBC Private Wealth Group, LLC

7.26K

Dec 31, 25

+4.55K

0.00%

PURE PORTFOLIOS HOLDINGS LLC

3.59K

Dec 31, 25

+13

0.00%

Total Wealth Planning, LLC

2.65K

Dec 31, 25

-124.71K

0.00%

TRUST CO OF VERMONT

2.05K

Dec 31, 25

+1.15K

0.00%

New Millennium Group LLC

107

Dec 31, 25

-39

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+73

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-582

Willow Creek Wealth Management Inc.

146.05K

Sep 30, 25

+1.00K

0.07%

Watts Gwilliam & Co., LLC

82.80K

Sep 30, 25

+105

0.04%

Lindenwold Advisors, INC

48.62K

Sep 30, 25

+777

0.02%

WETHERBY ASSET MANAGEMENT INC

27.93K

Sep 30, 25

+87

0.01%

Fortress Wealth Management, Inc.

18.04K

Sep 30, 25

+3.78K

0.01%

SYNOVUS FINANCIAL CORP

7.82K

Sep 30, 25

-122

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

4.80K

Sep 30, 25

+4.80K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

1.10K

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

258

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+33

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-6.94K

Financial Advocates Investment Management

Sep 30, 25

-26.63K

Glenmede Investment Management, LP

Sep 30, 25

-106

EWG Elevate Inc.

Sep 30, 25

-21.93K

Promus Capital, LLC

Sep 30, 25

-199

PrairieView Partners, LLC

342.11K

Jun 30, 25

+9.38K

0.16%

AVANTAX ADVISORY SERVICES, INC.

153.03K

Jun 30, 25

-10.90K

0.07%

Iron Horse Wealth Management, LLC

96.58K

Jun 30, 25

+6.83K

0.04%

Parkworth Wealth Management, Inc.

49.77K

Jun 30, 25

+2.41K

0.02%

Elios Financial Group Inc.

45.83K

Jun 30, 25

+68

0.02%

Good Life Advisors, LLC

34.03K

Jun 30, 25

+1.01K

0.02%

KRAFT ASSET MANAGEMENT, LLC

26.53K

Jun 30, 25

+20.55K

0.01%

Summit X, LLC

18.04K

Jun 30, 25

-526

0.01%

Congress Wealth Management LLC / DE /

14.76K

Jun 30, 25

-157

0.01%

First Horizon Advisors, Inc.

9.89K

Jun 30, 25

+8.62K

0.00%

Priebe Wealth Holdings LLC

9.73K

Jun 30, 25

-5.63K

0.00%

Kings Path Partners LLC

7.90K

Jun 30, 25

+338

0.00%

DHK Financial Advisors, Inc.

6.92K

Jun 30, 25

+33

0.00%

Atria Wealth Solutions, Inc.

6.91K

Jun 30, 25

-25.63K

0.00%

Tyler-Stone Wealth Management

4.97K

Jun 30, 25

-342

0.00%

Efficient Frontier Advisors LLC

3.35K

Jun 30, 25

+3.35K

0.00%

Capital A Wealth Management, LLC

315

Jun 30, 25

+311

0.00%

Legacy Investment Solutions, LLC

168

Jun 30, 25

+168

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

153

Jun 30, 25

+153

0.00%

Blue Investment Partners LLC

Jun 30, 25

-66.88K

CCM INVESTMENT GROUP, LLC

1.01M

Mar 31, 25

+13.87K

0.47%

Callan Capital, LLC

307.98K

Mar 31, 25

-6.56K

0.14%

Orion Portfolio Solutions, LLC

106.14K

Mar 31, 25

-2.97K

0.05%

Aveo Capital Partners, LLC

79.83K

Mar 31, 25

-2.19K

0.04%

Delta Financial Group, Inc.

4.73K

Mar 31, 25

+725

0.00%

Grant/GrossMendelsohn, LLC

2.74K

Mar 31, 25

-1.25K

0.00%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

Sandy Spring Bank

Mar 31, 25

-400

Merriman Wealth Management, LLC

3.52M

Dec 31, 24

-76.54K

1.62%

Carlson Capital Management

781.09K

Dec 31, 24

+5.96K

0.36%

WMS Partners, LLC

736.37K

Dec 31, 24

+6.81K

0.34%

WR Wealth Planners, LLC

67.42K

Dec 31, 24

+2.81K

0.03%

TAP Consulting, LLC

15.99K

Dec 31, 24

+15.99K

0.01%

Bison Wealth, LLC

10.66K

Dec 31, 24

+4.44K

0.00%

Kolinsky Wealth Management, LLC

4.66K

Dec 31, 24

-13.53K

0.00%

Raymond James Financial Services Advisors, Inc.

582.64K

Sep 30, 24

-21.64K

0.27%

RAYMOND JAMES & ASSOCIATES

534.24K

Sep 30, 24

+108.28K

0.25%

CONCENTRIC WEALTH MANAGEMENT, LLC

166.28K

Sep 30, 24

+766

0.08%

Waypoint Capital Advisors, LLC

84.86K

Sep 30, 24

-30.33K

0.04%

All Season Financial Advisors, Inc.

25.28K

Sep 30, 24

-34.12K

0.01%

Bridge Advisory, LLC

20.16K

Sep 30, 24

+2.45K

0.01%

RAYMOND JAMES TRUST N.A.

10.44K

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

6.77K

Sep 30, 24

+114

0.00%

Aspire Wealth Management Corp

1.64K

Sep 30, 24

+1.64K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

230

Sep 30, 24

+230

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+73

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

1.73M

Jun 30, 24

-22.25K

0.80%

Vantage Financial Partners Ltd., Inc.

105.55K

Jun 30, 24

+5.58K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.57K

Jun 30, 24

+722

0.00%

GIRARD PARTNERS LTD.

2.98K

Jun 30, 24

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

1.52K

Jun 30, 24

-52

0.00%

ICA Group Wealth Management, LLC

820

Jun 30, 24

+258

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-449.31K

Cetera Advisors LLC

58.21K

Mar 31, 24

+28.22K

0.03%

SOUNDMARK WEALTH MANAGEMENT, LLC

32.90K

Mar 31, 24

-6.43K

0.02%

ML & R WEALTH MANAGEMENT LLC

27.30K

Mar 31, 24

-5.28K

0.01%

FirstPurpose Wealth LLC

5.66K

Mar 31, 24

-141

0.00%

Cetera Advisor Networks LLC

5.51K

Mar 31, 24

+2.86K

0.00%

Grey Street Capital, LLC

2.81K

Mar 31, 24

0.00%

Adroit Compliance, LLC

167.91K

Dec 31, 23

+167.91K

0.08%

Traverso Chambers Private Wealth Management, LLC

90.74K

Dec 31, 23

+1.20K

0.04%

EisnerAmper Wealth Management Corporate Benefits, LLC

31.43K

Dec 31, 23

+31.43K

0.01%

Day & Ennis, LLC

15.31K

Dec 31, 23

0.01%

DFPG INVESTMENTS, LLC

6.63K

Dec 31, 23

+6.63K

0.00%

Windsor Group LTD

277.95K

Sep 30, 23

+14.45K

0.13%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

246.96K

Sep 30, 23

+11.90K

0.11%

PATHSTONE FAMILY OFFICE, LLC

177.68K

Sep 30, 23

+23.94K

0.08%

ROTHSCHILD INVESTMENT CORP /IL

41.79K

Sep 30, 23

+2.02K

0.02%

Truadvice, LLC

5.49K

Sep 30, 23

-925

0.00%

ADVISOR PARTNERS II, LLC

5.02K

Sep 30, 23

+1.06K

0.00%

Virginia National Bank

2.97K

Sep 30, 23

+2.97K

0.00%

BRIGGS ADVISORY GROUP, INC.

2.67K

Sep 30, 23

-288

0.00%

V Wealth Advisors LLC

Sep 30, 23

-76.16K

Silicon Hills Wealth Management, LLC

103.85K

Jun 30, 23

+8.10K

0.05%

TimeScale Financial, Inc.

Jun 30, 23

+43

0.00%

Barber Financial Group, Inc.

178.94K

Mar 31, 23

+11.56K

0.08%

Brainard Capital Management LLC

135.79K

Mar 31, 23

+4.99K

0.06%

Cardinal Point Wealth Management Partners, LLC

10.70K

Mar 31, 23

+1.43K

0.00%

Stillwater Investment Management, LLC

3.21K

Mar 31, 23

0.00%

Baldrige Asset Management LLC

3.03K

Mar 31, 23

-14

0.00%

Integrity Advisory, LLC

9.17K

Dec 31, 22

+1.45K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

4.09K

Dec 31, 22

+2.00K

0.00%

Align Wealth Management, LLC

1.81K

Dec 31, 22

+1.81K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.16M

Sep 30, 22

+105.42K

0.54%

CPWM, LLC

215.38K

Sep 30, 22

+67.50K

0.10%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

87.64K

Sep 30, 22

+3.03K

0.04%

FURE FINANCIAL CORP

29.37K

Sep 30, 22

+29.37K

0.01%

DOWLING & YAHNKE LLC

11.07K

Sep 30, 22

+7.04K

0.01%

55I, LLC

9.93K

Sep 30, 22

+1.68K

0.00%

BLUESTEIN R H & CO LLC

3.33K

Sep 30, 22

-1.16K

0.00%

HYA Advisors, Inc

19.24K

Jun 30, 22

+2.36K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

15.23K

Mar 31, 22

-5.71K

0.01%

Carroll Financial Associates, Inc.

4.45K

Dec 31, 21

+4.45K

0.00%

Hochman Cole Investment Advisors, Inc.

12.15K

Sep 30, 21

+8.07K

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

8.47K

Sep 30, 21

+5.66K

0.00%

Cardinal Point Wealth Management LLC

5.80K

Sep 30, 21

-1.10K

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

89.70K

Jun 30, 21

-2.86K

0.04%

USCA RIA LLC

3.00K

Jun 30, 21

+3.00K

0.00%

Shone Asset Management LLC

167.73K

Dec 31, 20

+6.50K

0.08%