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Holder

Date

Change

% Held

Envestnet Portfolio Solutions, Inc.

4.16M

Jun 30, 26

+114.97K

0.16%

Cambridge Investment Research Advisors, Inc.

3.14M

Jun 30, 26

+127.64K

0.12%

Mirae Asset Global Investments Co., Ltd.

1.86M

Jun 30, 26

+124.75K

0.07%

Symmetry Partners, LLC

1.59M

Jun 30, 26

+107.65K

0.06%

CX Institutional

1.16M

Jun 30, 26

-228.18K

0.04%

ECLECTIC ASSOCIATES INC /ADV

1.08M

Jun 30, 26

+23.77K

0.04%

COUNTRY TRUST BANK

1.07M

Jun 30, 26

+3.75K

0.04%

Retirement Investment Advisors, Inc.

1.06M

Jun 30, 26

+68.13K

0.04%

P/E Global LLC

1.04M

Jun 30, 26

+66.79K

0.04%

Clark Asset Management, LLC

981.21K

Jun 30, 26

+103.15K

0.04%

Apella Capital, LLC

945.37K

Jun 30, 26

-29.59K

0.04%

Morningstar Investment Management LLC

793.42K

Jun 30, 26

0.03%

Sumitomo Mitsui DS Asset Management Company, Ltd

749.86K

Jun 30, 26

-258.09K

0.03%

Wedmont Private Capital

743.51K

Jun 30, 26

+61.09K

0.03%

Farther Finance Advisors, LLC

679.31K

Jun 30, 26

+115.95K

0.03%

Discipline Wealth Solutions, LLC

658.09K

Jun 30, 26

+58.33K

0.03%

Human Investing LLC

656.65K

Jun 30, 26

+29.43K

0.03%

Marotta Asset Management

637.12K

Jun 30, 26

+23.87K

0.02%

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

595.10K

Jun 30, 26

+48.95K

0.02%

Merit Financial Group, LLC

590.62K

Jun 30, 26

+144.14K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

534.21K

Jun 30, 26

+11.46K

0.02%

Hassell Wealth Management, LLC

531.50K

Jun 30, 26

-13.27K

0.02%

Wiser Wealth Management, Inc

496.53K

Jun 30, 26

-8.81K

0.02%

Flagstone Financial Management

496.36K

Jun 30, 26

+20.42K

0.02%

Rinkey Investments

477.49K

Jun 30, 26

-6.40K

0.02%

Prospera Capital Management, LLC

456.93K

Jun 30, 26

+133.77K

0.02%

EverSource Wealth Advisors, LLC

411.82K

Jun 30, 26

-348.63K

0.02%

PARK AVENUE SECURITIES LLC

391.91K

Jun 30, 26

+8.01K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

381.85K

Jun 30, 26

+54.56K

0.01%

Ballentine Capital Advisors, Inc

370.72K

Jun 30, 26

+36.43K

0.01%

ShankerValleau Wealth Advisors, Inc.

356.46K

Jun 30, 26

+18.84K

0.01%

Brookstone Capital Management

342.59K

Jun 30, 26

+62.90K

0.01%

Financial Architects, LLC

342.49K

Jun 30, 26

+8.01K

0.01%

CLUNE & ASSOCIATES, LTD.

321.39K

Jun 30, 26

+109.37K

0.01%

Cambridge Advisors Inc.

318.19K

Jun 30, 26

+26.27K

0.01%

GPWM LLC

318.01K

Jun 30, 26

+3.02K

0.01%

SigFig Wealth Management, LLC

310.75K

Jun 30, 26

+1.56K

0.01%

Grove Street Fiduciary, LLC

310.50K

Jun 30, 26

-269

0.01%

XY Planning Network, Inc.

310.17K

Jun 30, 26

+76.19K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

297.26K

Jun 30, 26

+7.20K

0.01%

Vawter Financial, Ltd.

289.80K

Jun 30, 26

+5.04K

0.01%

Net Worth Advisory Group

279.40K

Jun 30, 26

-15.68K

0.01%

Sovereign Financial Group, Inc.

272.49K

Jun 30, 26

+15.64K

0.01%

Weitzel Financial Services, Inc.

267.89K

Jun 30, 26

+6.49K

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

266.20K

Jun 30, 26

+66.34K

0.01%

Morton Brown Family Wealth, LLC

256.56K

Jun 30, 26

+20.08K

0.01%

SAX WEALTH ADVISORS, LLC

256.51K

Jun 30, 26

+244.17K

0.01%

Level Financial Advisors, Inc.

255.97K

Jun 30, 26

+41.53K

0.01%

NWAM LLC

247.76K

Jun 30, 26

-12.19K

0.01%

BFSG, LLC

247.28K

Jun 30, 26

+8.57K

0.01%

ABLE Financial Group, LLC

237.19K

Jun 30, 26

+11.43K

0.01%

Concurrent Investment Advisors, LLC

234.41K

Jun 30, 26

+21.25K

0.01%

J.W. COLE ADVISORS, INC.

229.92K

Jun 30, 26

+33.31K

0.01%

Aspire Private Capital, LLC

226.50K

Jun 30, 26

+10.15K

0.01%

Trust Co

215.99K

Jun 30, 26

+4.63K

0.01%

FC Advisory LLC

214.61K

Jun 30, 26

+3.56K

0.01%

Arcadia Wealth Management, LLC

212.26K

Jun 30, 26

+14.00K

0.01%

Goldstein Advisors, LLC

207.19K

Jun 30, 26

-2.44K

0.01%

Aletheian Wealth Advisors LLC

206.91K

Jun 30, 26

+1.65K

0.01%

Fairway Wealth LLC

204.62K

Jun 30, 26

+25.46K

0.01%

CFS Investment Advisory Services, LLC

198.35K

Jun 30, 26

-6.12K

0.01%

Somnio Financial Group, LLC

193.56K

Jun 30, 26

+10.77K

0.01%

Security Financial Services, INC.

193.24K

Jun 30, 26

-23.39K

0.01%

First Heartland Consultants, Inc.

190.11K

Jun 30, 26

+4.27K

0.01%

Johnson & White Wealth Management, LLC

176.35K

Jun 30, 26

+4.30K

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

173.94K

Jun 30, 26

-17.48K

0.01%

Physician Wealth Solutions Inc.

172.40K

Jun 30, 26

+10.04K

0.01%

Bear Mountain Capital, Inc.

171.45K

Jun 30, 26

+2.08K

0.01%

LINCOLN CAPITAL CORP

171.28K

Jun 30, 26

-244

0.01%

Center For Asset Management LLC

169.83K

Jun 30, 26

+7.40K

0.01%

Strategic Blueprint, LLC

163.39K

Jun 30, 26

-4.55K

0.01%

Upper Left Wealth Management, LLC

160.23K

Jun 30, 26

+10.85K

0.01%

Omega Financial Group, LLC

155.39K

Jun 30, 26

+6.01K

0.01%

Silver Coast Investments LLC

151.09K

Jun 30, 26

-134.15K

0.01%

ARKANSAS FINANCIAL GROUP, INC.

150.29K

Jun 30, 26

-6.51K

0.01%

BROWN WEALTH MANAGEMENT, LLC

148.19K

Jun 30, 26

+11.73K

0.01%

RIVERSEDGE ADVISORS, LLC

138.24K

Jun 30, 26

+4.18K

0.01%

Retirement Wealth Solutions LLC

136.23K

Jun 30, 26

+1.43K

0.01%

BEACON FINANCIAL GROUP

135.98K

Jun 30, 26

+18.13K

0.01%

City State Bank

135.18K

Jun 30, 26

+3.37K

0.01%

Braun-Bostich & Associates Inc.

134.02K

Jun 30, 26

+2.05K

0.01%

D.A. DAVIDSON & CO.

133.36K

Jun 30, 26

+4.09K

0.01%

CGN Advisors LLC

127.01K

Jun 30, 26

+2.73K

0.00%

ONE Advisory Partners, LLC

123.69K

Jun 30, 26

+5.90K

0.00%

BRIGHTON SECURITIES CORP.

123.30K

Jun 30, 26

+2.12K

0.00%

Conrad Siegel Investment Advisors, Inc.

122.54K

Jun 30, 26

+787

0.00%

CARY STREET PARTNERS FINANCIAL LLC

120.86K

Jun 30, 26

-500

0.00%

Pettinga Financial Advisors, LLC

117.82K

Jun 30, 26

+59.74K

0.00%

Auour Investments LLC

116.96K

Jun 30, 26

-299

0.00%

Baron Financial Group, LLC

116.89K

Jun 30, 26

+4.92K

0.00%

B. Riley Wealth Advisors, Inc.

114.97K

Jun 30, 26

+1.91K

0.00%

Evergreen Private Wealth LLC

113.64K

Jun 30, 26

+4.54K

0.00%

FIRST HORIZON CORP

111.55K

Jun 30, 26

-633

0.00%

Grey Fox Wealth Advisors, LLC

109.88K

Jun 30, 26

+16.83K

0.00%

Veery Capital, LLC

104.86K

Jun 30, 26

+4.02K

0.00%

K2 Financial Inc.

101.83K

Jun 30, 26

+4.59K

0.00%

EXCHANGE TRADED CONCEPTS, LLC

99.29K

Jun 30, 26

+99.29K

0.00%

Wright Fund Management, LLC

99.29K

Jun 30, 26

+92.42K

0.00%

HM PAYSON & CO

98.70K

Jun 30, 26

+32.06K

0.00%

Friedenthal Financial

95.68K

Jun 30, 26

+5.30K

0.00%

Sharper & Granite LLC

94.09K

Jun 30, 26

+1.16K

0.00%

EQ WEALTH ADVISORS, LLC

92.09K

Jun 30, 26

-66.42K

0.00%

AdvisorNet Financial, Inc

90.48K

Jun 30, 26

-4.05K

0.00%

SBI Securities Co., Ltd.

88.69K

Jun 30, 26

+880

0.00%

NBC SECURITIES, INC.

88.53K

Jun 30, 26

+7.14K

0.00%

WATERSHED PRIVATE WEALTH LLC

87.63K

Jun 30, 26

+7.15K

0.00%

TD Waterhouse Canada Inc.

86.83K

Jun 30, 26

+4.01K

0.00%

Elmwood Wealth Management, Inc.

86.06K

Jun 30, 26

+3.60K

0.00%

Skyline Advisors, Inc.

85.50K

Jun 30, 26

+14.62K

0.00%

McNaughton Wealth Management, LLC

85.46K

Jun 30, 26

+2.04K

0.00%

Hidden Cove Wealth Management, LLC

85.15K

Jun 30, 26

-607

0.00%

HT Partners LLC

85.15K

Jun 30, 26

+6.09K

0.00%

Archer Investment Management, LLC

82.78K

Jun 30, 26

+26.93K

0.00%

Martel Wealth Advisors Inc

81.48K

Jun 30, 26

+2.58K

0.00%

Hobart Private Capital, LLC

80.59K

Jun 30, 26

+80.59K

0.00%

RFG Advisory, LLC

77.99K

Jun 30, 26

-138.61K

0.00%

Avant Financial Advisors LLC

76.53K

Jun 30, 26

+2.82K

0.00%

PFG Advisors

75.60K

Jun 30, 26

+3.36K

0.00%

Plancorp, LLC

73.84K

Jun 30, 26

+57.16K

0.00%

Private Advisor Group, LLC

69.24K

Jun 30, 26

-144.69K

0.00%

ZRC WEALTH MANAGEMENT, LLC

66.88K

Jun 30, 26

+5.89K

0.00%

Values Added Financial LLC

62.90K

Jun 30, 26

-42.12K

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

62.19K

Jun 30, 26

+5.75K

0.00%

BENJAMIN EDWARDS INC

60.85K

Jun 30, 26

+17.69K

0.00%

Sequoia Financial Advisors, LLC

60.32K

Jun 30, 26

+9.00K

0.00%

Trinity Wealth Management, LLC

58.77K

Jun 30, 26

+31.01K

0.00%

EHRLICH FINANCIAL GROUP

58.63K

Jun 30, 26

+2.29K

0.00%

SWP FINANCIAL LLC

57.69K

Jun 30, 26

-16.12K

0.00%

WETZEL INVESTMENT ADVISORS, INC.

56.84K

Jun 30, 26

+40.08K

0.00%

GENESIS PRIVATE WEALTH, LLC

54.52K

Jun 30, 26

+2.44K

0.00%

Gladwyn Financial Advisors, Inc.

53.96K

Jun 30, 26

+3.74K

0.00%

Horst & Graben Wealth Management LLC

53.91K

Jun 30, 26

-11.94K

0.00%

Charis Legacy Partners, LLC

52.32K

Jun 30, 26

+11.50K

0.00%

Sowell Financial Services LLC

51.60K

Jun 30, 26

+5.36K

0.00%

IFP Advisors, Inc

51.19K

Jun 30, 26

+12.22K

0.00%

Allodium Investment Consultants, LLC

50.13K

Jun 30, 26

+7.40K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

49.08K

Jun 30, 26

+1.34K

0.00%

Cypress Wealth Services, LLC

48.76K

Jun 30, 26

+2.49K

0.00%

Spectrum Planning & Advisory Services Inc.

46.65K

Jun 30, 26

+1.38K

0.00%

Ryan Investment Management, Inc.

46.59K

Jun 30, 26

+4.79K

0.00%

FIRST HAWAIIAN BANK

44.54K

Jun 30, 26

+114

0.00%

Meritas Wealth Management, LLC

44.10K

Jun 30, 26

+7.90K

0.00%

STERLING INVESTMENT MANAGEMENT, LLC

41.21K

Jun 30, 26

-3.91K

0.00%

Sage Financial Management Group, Inc.

41.15K

Jun 30, 26

+8.04K

0.00%

FIFTH THIRD SECURITIES, INC.

41.05K

Jun 30, 26

+7.08K

0.00%

CUTLER INVESTMENT COUNSEL LLC

40.72K

Jun 30, 26

+628

0.00%

TECTONIC ADVISORS LLC

40.56K

Jun 30, 26

+641

0.00%

PROFFITT & GOODSON INC

40.00K

Jun 30, 26

+40.00K

0.00%

Spire Wealth Management

39.94K

Jun 30, 26

+3.04K

0.00%

EQ LLC

38.79K

Jun 30, 26

+9.80K

0.00%

Towerpoint Wealth, LLC

38.77K

Jun 30, 26

+1.51K

0.00%

Westside Investment Management, Inc.

38.08K

Jun 30, 26

+870

0.00%

WMG Financial Advisors, LLC

37.73K

Jun 30, 26

-281

0.00%

Dynamic Advisor Solutions LLC

37.04K

Jun 30, 26

+2.42K

0.00%

Scarborough Advisors, LLC

36.26K

Jun 30, 26

-224.16K

0.00%

CULLEN/FROST BANKERS, INC.

36.05K

Jun 30, 26

+2.13K

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

35.81K

Jun 30, 26

+35.81K

0.00%

Straight Path Wealth Management

35.63K

Jun 30, 26

+19.14K

0.00%

5T Wealth, LLC

33.81K

Jun 30, 26

+4.75K

0.00%

Koshinski Asset Management, Inc.

33.71K

Jun 30, 26

-1.31K

0.00%

Global Financial Private Client, LLC

33.49K

Jun 30, 26

+174

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

32.83K

Jun 30, 26

+2.07K

0.00%

NOVEM GROUP

32.81K

Jun 30, 26

+212

0.00%

Stewardship Advisors, LLC

30.96K

Jun 30, 26

+1.47K

0.00%

Facet Wealth, Inc.

30.90K

Jun 30, 26

+12.50K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

30.67K

Jun 30, 26

-666

0.00%

Uptown Financial Advisors LLC

29.79K

Jun 30, 26

-154

0.00%

Falcon Wealth Planning

29.57K

Jun 30, 26

-1.71K

0.00%

FSM Wealth Advisors, LLC

28.91K

Jun 30, 26

+760

0.00%

FLAGSTAR ADVISORS INC.

28.12K

Jun 30, 26

-201

0.00%

Stonekeep Investments, LLC

28.07K

Jun 30, 26

+1.26K

0.00%

LongView Wealth Management

27.64K

Jun 30, 26

-960

0.00%

EWA, LLC

27.24K

Jun 30, 26

+1.27K

0.00%

Wealth Architects, LLC

26.91K

Jun 30, 26

+12.51K

0.00%

Fort Henry Capital, LLC

26.73K

Jun 30, 26

+1.91K

0.00%

Venture Visionary Partners LLC

26.00K

Jun 30, 26

+7.13K

0.00%

Trellis Wealth Advisors LLC

25.88K

Jun 30, 26

0.00%

PFG Investments, LLC

24.47K

Jun 30, 26

+728

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

24.44K

Jun 30, 26

+12.19K

0.00%

JNBA Financial Advisors

24.19K

Jun 30, 26

-3.25K

0.00%

Fiduciary Alliance LLC

23.46K

Jun 30, 26

-740

0.00%

Kings Path Partners LLC

22.80K

Jun 30, 26

-2.56K

0.00%

CoreCap Advisors, LLC

22.47K

Jun 30, 26

+189

0.00%

GUIDANCE CAPITAL, INC

21.46K

Jun 30, 26

+4.08K

0.00%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

19.78K

Jun 30, 26

+19.78K

0.00%

Allen Mooney & Barnes Investment Advisors LLC

19.27K

Jun 30, 26

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

19.26K

Jun 30, 26

+4.10K

0.00%

B.O.S.S. Retirement Advisors, LLC

18.78K

Jun 30, 26

-20.63K

0.00%

SAPIENT CAPITAL LLC

18.73K

Jun 30, 26

+18.73K

0.00%

PENOBSCOT WEALTH MANAGEMENT

18.43K

Jun 30, 26

+8.91K

0.00%

Southland Equity Partners LLC

18.43K

Jun 30, 26

-2.20K

0.00%

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

18.42K

Jun 30, 26

+27

0.00%

UNIQUE WEALTH, LLC

17.55K

Jun 30, 26

+17.55K

0.00%

Encompass More Asset Management

17.31K

Jun 30, 26

+1.04K

0.00%

MATHER GROUP, LLC.

16.89K

Jun 30, 26

-3.88K

0.00%

Econ Financial Services Corp

16.84K

Jun 30, 26

+180

0.00%

DAVENPORT & Co LLC

16.21K

Jun 30, 26

+3.41K

0.00%

Three Bridge Wealth Advisors, LLC

15.76K

Jun 30, 26

+183

0.00%

VisionPoint Advisory Group, LLC

15.66K

Jun 30, 26

+1.72K

0.00%

RCS Financial Planning, LLC

15.34K

Jun 30, 26

-35

0.00%

JFS WEALTH ADVISORS, LLC

15.21K

Jun 30, 26

-251

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.80K

Jun 30, 26

+329

0.00%

Mayflower Financial Advisors, LLC

14.76K

Jun 30, 26

-3.84K

0.00%

ROCKLAND TRUST CO

14.68K

Jun 30, 26

+396

0.00%

ST GERMAIN D J CO INC

14.17K

Jun 30, 26

+10

0.00%

Applied Capital LLC

14.02K

Jun 30, 26

+6.71K

0.00%

City Center Advisors, LLC

13.96K

Jun 30, 26

+1.68K

0.00%

WORLD EQUITY GROUP, INC.

13.64K

Jun 30, 26

-1.45K

0.00%

Forthright Family Wealth Advisory LLC

13.60K

Jun 30, 26

-4.14K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

13.38K

Jun 30, 26

+799

0.00%

Heartwood Wealth Advisors LLC

13.18K

Jun 30, 26

0.00%

SHAYNE & CO., LLC

12.91K

Jun 30, 26

-280

0.00%

VERITY Wealth Advisors

12.15K

Jun 30, 26

0.00%

IVC Wealth Advisors LLC

12.05K

Jun 30, 26

-1.29K

0.00%

Mendel Capital Management LLC

11.98K

Jun 30, 26

+269

0.00%

Wealthcare Advisory Partners LLC

11.56K

Jun 30, 26

-3.17K

0.00%

Allegiance Financial Group Advisory Services LLC

11.37K

Jun 30, 26

-2.81K

0.00%

JOHNSON INVESTMENT COUNSEL INC

11.28K

Jun 30, 26

+2.38K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

11.26K

Jun 30, 26

+324

0.00%

Ramiah Investment Group

11.13K

Jun 30, 26

-81

0.00%

Aprio Wealth Management, LLC

10.92K

Jun 30, 26

+3.90K

0.00%

HARMONY ASSET MANAGEMENT LLC

10.51K

Jun 30, 26

-30

0.00%

BridgePort Financial Solutions, LLC

10.46K

Jun 30, 26

-286

0.00%

Refined Wealth Management

10.39K

Jun 30, 26

-88

0.00%

Christensen, King & Associates Investment Services, Inc.

10.36K

Jun 30, 26

0.00%

PETRA FINANCIAL ADVISORS INC

9.99K

Jun 30, 26

+9.99K

0.00%

MISSION WEALTH MANAGEMENT, LP

9.96K

Jun 30, 26

+4.73K

0.00%

Independent Wealth Network Inc.

9.95K

Jun 30, 26

+1.34K

0.00%

Accurate Wealth Management, LLC

9.94K

Jun 30, 26

-4.68K

0.00%

FINANCIAL CONSULATE, INC

9.75K

Jun 30, 26

+16

0.00%

Eaton-Cambridge Inc.

9.74K

Jun 30, 26

+1.47K

0.00%

Lynx Investment Advisory

9.72K

Jun 30, 26

+427

0.00%

Catalytic Wealth RIA, LLC

9.68K

Jun 30, 26

+9.68K

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

9.52K

Jun 30, 26

+169

0.00%

Miracle Mile Advisors, LLC

9.49K

Jun 30, 26

-1.64K

0.00%

Gladstone Institutional Advisory LLC

9.38K

Jun 30, 26

-394

0.00%

Mallini Complete Financial Planning LLC

9.38K

Jun 30, 26

+1.07K

0.00%

Venturi Wealth Management, LLC

9.29K

Jun 30, 26

-329.62K

0.00%

Courage Miller Partners, LLC

9.13K

Jun 30, 26

0.00%

JAMES INVESTMENT RESEARCH INC

8.77K

Jun 30, 26

+8.77K

0.00%

LexAurum Advisors, LLC

8.63K

Jun 30, 26

+1.06K

0.00%

CRA Financial Services, LLC

8.57K

Jun 30, 26

+1.75K

0.00%

LAM GROUP, INC.

8.51K

Jun 30, 26

-225

0.00%

Private Wealth Management Group, LLC

8.45K

Jun 30, 26

0.00%

Focus Financial Network, Inc.

8.44K

Jun 30, 26

-32.26K

0.00%

Mechanics Bank Trust Department

8.34K

Jun 30, 26

+8.34K

0.00%

Gibraltar Capital Management, Inc.

8.32K

Jun 30, 26

-1.41K

0.00%

Oceanside Advisors LLC

8.31K

Jun 30, 26

+35

0.00%

BARRETT & COMPANY, INC.

7.94K

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

7.84K

Jun 30, 26

+838

0.00%

Frank, Rimerman Advisors LLC

7.73K

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

7.68K

Jun 30, 26

-425

0.00%

CITY HOLDING CO

7.60K

Jun 30, 26

-255

0.00%

VISTA CAPITAL PARTNERS, INC.

7.55K

Jun 30, 26

+7.55K

0.00%

Oregon Pacific Wealth Management, LLC

7.55K

Jun 30, 26

-2.22K

0.00%

SeaCrest Wealth Management, LLC

7.52K

Jun 30, 26

-2.15K

0.00%

Dynamic Wealth Strategies, LLC

7.45K

Jun 30, 26

+191

0.00%

Hennion & Walsh Asset Management, Inc.

7.39K

Jun 30, 26

-851

0.00%

Lodestone Wealth Management LLC

7.33K

Jun 30, 26

-798

0.00%

Innovative Wealth Building LLC

7.25K

Jun 30, 26

+7.25K

0.00%

TrueWealth Advisors, LLC

7.23K

Jun 30, 26

-18

0.00%

Family CFO Inc

7.21K

Jun 30, 26

+945

0.00%

MASSMUTUAL TRUST CO FSB/ADV

7.20K

Jun 30, 26

0.00%

Oak Harvest Investment Services

7.10K

Jun 30, 26

-462

0.00%

Indiana Trust & Investment Management CO

7.00K

Jun 30, 26

0.00%

Innova Wealth Partners

6.92K

Jun 30, 26

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

6.91K

Jun 30, 26

+18

0.00%

FAMILY WEALTH PARTNERS, LLC

6.83K

Jun 30, 26

-39

0.00%

Sound Income Strategies, LLC

6.69K

Jun 30, 26

+2.54K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

6.62K

Jun 30, 26

+6.62K

0.00%

American Financial Advisors, LLC

6.60K

Jun 30, 26

-1.50K

0.00%

Charles Schwab Trust Co

6.51K

Jun 30, 26

0.00%

Financial Guidance Group, Inc.

6.31K

Jun 30, 26

+912

0.00%

Boston Standard Wealth Management, LLC

6.29K

Jun 30, 26

-1.48K

0.00%

Cannon Advisors, Inc.

6.24K

Jun 30, 26

-33.12K

0.00%

Hutchens & Kramer Investment Management Group, LLC

6.22K

Jun 30, 26

-82

0.00%

Aspect Partners, LLC

6.11K

Jun 30, 26

0.00%

COLUMBIA ADVISORY PARTNERS LLC

6.03K

Jun 30, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.94K

Jun 30, 26

+39

0.00%

Providence First Trust Co

5.93K

Jun 30, 26

+584

0.00%

Vermillion Wealth Management, Inc.

5.92K

Jun 30, 26

-2.92K

0.00%

Hardin Capital Partners, LLC

5.89K

Jun 30, 26

-164

0.00%

Onyx Bridge Wealth Group LLC

5.88K

Jun 30, 26

-3.04K

0.00%

Drucker Wealth 3.0, LLC

5.88K

Jun 30, 26

-4.60K

0.00%

Park Edge Advisors, LLC

5.82K

Jun 30, 26

+31

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

5.79K

Jun 30, 26

-1.34K

0.00%

Cape Investment Advisory, Inc.

5.74K

Jun 30, 26

-184

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

5.72K

Jun 30, 26

-8.08K

0.00%

Sterling Investment Counsel, LLC

5.68K

Jun 30, 26

-148

0.00%

Princeton Global Asset Management LLC

5.62K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

5.46K

Jun 30, 26

+92

0.00%

Brucke Financial, Inc.

5.41K

Jun 30, 26

-10.54K

0.00%

Synergy Asset Management, LLC

5.34K

Jun 30, 26

-7.88K

0.00%

Kelly Financial Services LLC

5.33K

Jun 30, 26

-1.90K

0.00%

Pacific Asset Management, LLC

5.26K

Jun 30, 26

+37

0.00%

Apollon Wealth Management, LLC

5.26K

Jun 30, 26

+749

0.00%

Alpha Omega Wealth Management LLC

5.21K

Jun 30, 26

-54

0.00%

Kesler, Norman & Wride, LLC

5.17K

Jun 30, 26

+42

0.00%

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

5.17K

Jun 30, 26

0.00%

Teamwork Financial Advisors, LLC

5.16K

Jun 30, 26

+5.16K

0.00%

LVW Advisors, LLC

5.14K

Jun 30, 26

+5.14K

0.00%

Five Oceans Advisors

5.12K

Jun 30, 26

0.00%

Allen Capital Group, LLC

5.08K

Jun 30, 26

+236

0.00%

Brewster Financial Planning LLC

4.92K

Jun 30, 26

+4.92K

0.00%

Cornerstone Wealth Management, LLC

4.90K

Jun 30, 26

+178

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

4.80K

Jun 30, 26

+171

0.00%

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

4.78K

Jun 30, 26

+27

0.00%

Cypress Point Wealth Management, LLC

4.76K

Jun 30, 26

+33

0.00%

ARMSTRONG ADVISORY GROUP, INC

4.71K

Jun 30, 26

+4.71K

0.00%

HBW Advisory Services LLC

4.67K

Jun 30, 26

+4.67K

0.00%

Pine Valley Investments Ltd Liability Co

4.57K

Jun 30, 26

+110

0.00%

Valeo Financial Advisors, LLC

4.54K

Jun 30, 26

-1.93K

0.00%

Stokes Capital Advisors, LLC

4.50K

Jun 30, 26

+4.50K

0.00%

Yoffe Investment Management, LLC

4.33K

Jun 30, 26

0.00%

Patriot Financial Group Insurance Agency, LLC

4.18K

Jun 30, 26

-11.92K

0.00%

Holos Integrated Wealth LLC

3.49K

Jun 30, 26

-483

0.00%

ALBION FINANCIAL GROUP /UT

3.40K

Jun 30, 26

+3.34K

0.00%

AMERICAN NATIONAL BANK

3.07K

Jun 30, 26

-36

0.00%

Concord Wealth Partners

3.02K

Jun 30, 26

+3.02K

0.00%

Strategic Investment Solutions, Inc. /IL

2.92K

Jun 30, 26

+21

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.85K

Jun 30, 26

-1.16K

0.00%

Investment Research & Advisory Group, Inc.

2.40K

Jun 30, 26

+180

0.00%

Golden State Wealth Management, LLC

2.12K

Jun 30, 26

+1.26K

0.00%

WEBSTER BANK, N. A.

1.91K

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

1.67K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.60K

Jun 30, 26

+507

0.00%

SOA Wealth Advisors, LLC.

1.56K

Jun 30, 26

+11

0.00%

Smallwood Wealth Investment Management, LLC

1.54K

Jun 30, 26

0.00%

Atlatl Advisers LLC

1.50K

Jun 30, 26

+1.50K

0.00%

Financial Management Professionals, Inc.

1.47K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

1.46K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.42K

Jun 30, 26

-87

0.00%

Arlington Trust Co LLC

1.10K

Jun 30, 26

+38

0.00%

Darwin Wealth Management, LLC

1.10K

Jun 30, 26

+37

0.00%

Quest 10 Wealth Builders, Inc.

1.06K

Jun 30, 26

-611

0.00%

Investors Research Corp

909

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

878

Jun 30, 26

0.00%

Crews Bank & Trust

825

Jun 30, 26

-403

0.00%

SALEM INVESTMENT COUNSELORS INC

823

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

812

Jun 30, 26

+462

0.00%

Triumph Capital Management

711

Jun 30, 26

-18.58K

0.00%

GAMMA Investing LLC

689

Jun 30, 26

+389

0.00%

Kozak & Associates, Inc.

684

Jun 30, 26

0.00%

Pacifica Partners Inc.

676

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

610

Jun 30, 26

0.00%

Bangor Savings Bank

583

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

536

Jun 30, 26

+536

0.00%

Oakworth Capital, Inc.

508

Jun 30, 26

+508

0.00%

Main Street Group, LTD

395

Jun 30, 26

-400

0.00%

EASTERN BANK

366

Jun 30, 26

-24

0.00%

Bogart Wealth, LLC

317

Jun 30, 26

+38

0.00%

Independence Bank of Kentucky

316

Jun 30, 26

0.00%

Activest Wealth Management

285

Jun 30, 26

-252

0.00%

Transce3nd, LLC

264

Jun 30, 26

0.00%

CGC Financial Services, LLC

263

Jun 30, 26

0.00%

SIGNATUREFD, LLC

238

Jun 30, 26

-354

0.00%

Wells Financial Advisors INC

230

Jun 30, 26

-20

0.00%

Key FInancial Inc

177

Jun 30, 26

-218

0.00%

Beaird Harris Wealth Management, LLC

148

Jun 30, 26

0.00%

Cordant, Inc.

146

Jun 30, 26

+146

0.00%

LifeSteps Financial, Inc.

116

Jun 30, 26

+116

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

+94

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

+31

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

-130

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

Crewe Advisors LLC

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

-5.68K

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Longview Financial Advisors LLC

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

Jun 30, 26

0.00%

Impact Capital Partners LLC

Jun 30, 26

-6.13K

Arlington Capital Management, Inc.

Jun 30, 26

-15.44K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-31.19K

Capital Planning LLC

Jun 30, 26

-4.41K

Lake Hills Wealth Management, LLC

Jun 30, 26

-104.23K

GHP Investment Advisors, Inc.

Jun 30, 26

-1

Redhawk Wealth Advisors, Inc.

Jun 30, 26

-4.81K

FIRST COMMUNITY TRUST NA

Jun 30, 26

-193

TTP Investments, Inc.

Jun 30, 26

-114.68K

Mascoma Wealth Management LLC

Jun 30, 26

-10

Versant Capital Management, Inc

Jun 30, 26

-4.30K

HHM Wealth Advisors, LLC

Jun 30, 26

-272

Clarity Asset Management, Inc.

Jun 30, 26

-491

Richardson Capital Management LLC

Jun 30, 26

-29

Hickory Point Bank & Trust

Jun 30, 26

-144

CITIZENS & NORTHERN CORP

Jun 30, 26

-25.15K

Cardinal Point Capital Management, ULC

Jun 30, 26

-6.95K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-24

Quad-Cities Investment Group, LLC

Jun 30, 26

-7.57K

Prospera Financial Services Inc

Jun 30, 26

-4.70K

Global Wealth Strategies & Associates

Jun 30, 26

-37

Capital Management Associates, Inc

Jun 30, 26

-5.96K

Tenon Financial LLC

Jun 30, 26

-8.50K

Embree Financial Group

Jun 30, 26

-4.64K

Financial Life Planners

Jun 30, 26

-13

Clayton Financial Group LLC

Jun 30, 26

-53

Neumann Capital Management, LLC

Jun 30, 26

-97.07K

TFC Financial Management, Inc.

Jun 30, 26

-141

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-53

Opal Wealth Advisors, LLC

Jun 30, 26

-470

Verum Partners LLC

Jun 30, 26

-7.31K

Hoxton Planning & Management, LLC

Jun 30, 26

-8.70K

JPMORGAN CHASE & CO

288.54M

Mar 31, 26

+12.75M

11.16%

BANK OF AMERICA CORP /DE/

125.01M

Mar 31, 26

-16.41M

4.84%

ENVESTNET ASSET MANAGEMENT INC

59.23M

Mar 31, 26

+12.04M

2.29%

VANGUARD ADVISERS INC

54.01M

Mar 31, 26

+54.01M

2.09%

MERCER GLOBAL ADVISORS INC /ADV

36.28M

Mar 31, 26

+1.55M

1.40%

Vanguard Global Advisers, LLC

20.42M

Mar 31, 26

+20.42M

0.79%

Betterment LLC

19.40M

Mar 31, 26

-157.70K

0.75%

Savant Capital, LLC

18.06M

Mar 31, 26

+8.45M

0.70%

SEI INVESTMENTS CO

12.25M

Mar 31, 26

+720.64K

0.47%

LPL Financial LLC

11.23M

Mar 31, 26

-81.96K

0.43%

ROYAL BANK OF CANADA

9.68M

Mar 31, 26

+905.61K

0.37%

Empower Advisory Group, LLC

8.77M

Mar 31, 26

+600.83K

0.34%

ALLIANCEBERNSTEIN L.P.

7.66M

Mar 31, 26

+2.22M

0.30%

Bank of New York Mellon Corp

7.22M

Mar 31, 26

+2.38M

0.28%

ASSETMARK, INC

6.39M

Mar 31, 26

+174.72K

0.25%

MORGAN STANLEY

6.16M

Mar 31, 26

+1.10M

0.24%

Cetera Investment Advisers

5.65M

Mar 31, 26

+305.09K

0.22%

LINCOLN NATIONAL CORP

4.71M

Mar 31, 26

+79.41K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

3.96M

Mar 31, 26

+549.24K

0.15%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

3.23M

Mar 31, 26

+3.23M

0.12%

VOYA INVESTMENT MANAGEMENT LLC

3.15M

Mar 31, 26

+2.88M

0.12%

Cambridge Investment Research Advisors, Inc.

3.01M

Mar 31, 26

+298.02K

0.12%

AMERIPRISE FINANCIAL INC

2.92M

Mar 31, 26

+641.79K

0.11%

Ally Invest Advisors Inc.

2.54M

Mar 31, 26

+188.39K

0.10%

Beacon Pointe Advisors, LLC

2.49M

Mar 31, 26

+181.52K

0.10%

Kestra Investment Management, LLC

2.16M

Mar 31, 26

+1.39M

0.08%

RAYMOND JAMES FINANCIAL INC

2.08M

Mar 31, 26

+908.09K

0.08%

WELLS FARGO & COMPANY/MN

2.06M

Mar 31, 26

+595.38K

0.08%

Janney Montgomery Scott LLC

1.96M

Mar 31, 26

+141.18K

0.08%

HANTZ FINANCIAL SERVICES, INC.

1.91M

Mar 31, 26

+742.39K

0.07%

ADVISOR GROUP HOLDINGS, INC.

1.75M

Mar 31, 26

+287.02K

0.07%

MML INVESTORS SERVICES, LLC

1.67M

Mar 31, 26

-112.75K

0.06%

Alaska Permanent Capital Management

1.55M

Mar 31, 26

+202.96K

0.06%

TRUIST FINANCIAL CORP

1.54M

Mar 31, 26

+160.45K

0.06%

Hardy Reed LLC

1.45M

Mar 31, 26

+62.70K

0.06%

Prime Capital Investment Advisors, LLC

1.37M

Mar 31, 26

+92.28K

0.05%

Cerity Partners LLC

1.37M

Mar 31, 26

+522.98K

0.05%

Resources Investment Advisors, LLC.

1.37M

Mar 31, 26

+277.08K

0.05%

Pure Financial Advisors, LLC

1.25M

Mar 31, 26

+104.39K

0.05%

Partners in Financial Planning

1.24M

Mar 31, 26

+73.11K

0.05%

Vestmark Advisory Solutions, Inc.

1.16M

Mar 31, 26

+99.62K

0.05%

CreativeOne Wealth, LLC

1.15M

Mar 31, 26

+73.98K

0.04%

Capstone Financial Advisors, Inc.

1.09M

Mar 31, 26

-15.25K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.03M

Mar 31, 26

+169.73K

0.04%

PDS Planning, Inc

1.01M

Mar 31, 26

+62.56K

0.04%

CWM, LLC

979.39K

Mar 31, 26

+149.80K

0.04%

Skopos Labs, Inc.

919.24K

Mar 31, 26

+432.03K

0.04%

Hamilton Point Investment Advisors, LLC

895.63K

Mar 31, 26

+24.24K

0.03%

CI Private Wealth, LLC

886.98K

Mar 31, 26

+86.09K

0.03%

FRANKLIN RESOURCES INC

872.90K

Mar 31, 26

-9.09K

0.03%

JONES FINANCIAL COMPANIES LLLP

841.60K

Mar 31, 26

+277.01K

0.03%

Brinker Capital Investments, LLC

811.81K

Mar 31, 26

+140.40K

0.03%

STIFEL FINANCIAL CORP

802.30K

Mar 31, 26

+68.76K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

793.47K

Mar 31, 26

+26.58K

0.03%

CITIGROUP INC

787.69K

Mar 31, 26

-30.19K

0.03%

1832 Asset Management L.P.

773.49K

Mar 31, 26

+25.84K

0.03%

NewEdge Advisors, LLC

761.78K

Mar 31, 26

-34.84K

0.03%

Efficient Advisors, LLC

751.54K

Mar 31, 26

+27.41K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

739.56K

Mar 31, 26

-127.57K

0.03%

Valmark Advisers, Inc.

737.99K

Mar 31, 26

+29.95K

0.03%

UBS Group AG

731.02K

Mar 31, 26

+64.42K

0.03%

Horizon Investments, LLC

712.41K

Mar 31, 26

+1.39K

0.03%

Alaska Wealth Advisors

624.32K

Mar 31, 26

+47.50K

0.02%

McCarthy Grittinger Financial Group, LLC

592.95K

Mar 31, 26

+18.47K

0.02%

HARBOUR INVESTMENTS, INC.

588.14K

Mar 31, 26

+148.03K

0.02%

Sanctuary Advisors, LLC

576.65K

Mar 31, 26

+127.49K

0.02%

Kestra Advisory Services, LLC

572.45K

Mar 31, 26

+21.18K

0.02%

PHILLIPS FINANCIAL MANAGEMENT, LLC

568.52K

Mar 31, 26

-75.68K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

550.66K

Mar 31, 26

+110.53K

0.02%

Avion Wealth

550.28K

Mar 31, 26

+15.89K

0.02%

Vise Technologies, Inc.

535.40K

Mar 31, 26

0.02%

Silver Oak Advisory Group, Inc.

530.31K

Mar 31, 26

+27.63K

0.02%

JANE STREET GROUP, LLC

502.71K

Mar 31, 26

+502.71K

0.02%

Atria Investments, Inc

497.24K

Mar 31, 26

+47.54K

0.02%

Luminvest Wealth Management LLC

490.15K

Mar 31, 26

+34.22K

0.02%

Financial Advisors Network, Inc.

486.08K

Mar 31, 26

+112.26K

0.02%

Mariner, LLC

467.77K

Mar 31, 26

+78.31K

0.02%

GeoWealth Management, LLC

459.07K

Mar 31, 26

+29.57K

0.02%

Evolution Advisers, Inc.

451.23K

Mar 31, 26

-6.84K

0.02%

Advocacy Wealth Management Services, LLC

447.56K

Mar 31, 26

+440.58K

0.02%

Ascent Group, LLC

435.46K

Mar 31, 26

+29.36K

0.02%

FIL Ltd

429.93K

Mar 31, 26

+24.84K

0.02%

NORTHERN TRUST CORP

407.94K

Mar 31, 26

-280.43K

0.02%

Creative Planning

402.86K

Mar 31, 26

-6.50K

0.02%

Chandler Asset Management, Inc.

402.67K

Mar 31, 26

+259.63K

0.02%

BlueSky Wealth Advisors, LLC

394.10K

Mar 31, 26

+394.10K

0.02%

BANK OF MONTREAL /CAN/

392.08K

Mar 31, 26

+2.34K

0.02%

Parker Financial LLC

385.01K

Mar 31, 26

+40.71K

0.01%

Cranbrook Wealth Management, LLC

383.49K

Mar 31, 26

-29.70K

0.01%

VestGen Advisors, LLC

377.31K

Mar 31, 26

+131.97K

0.01%

SEEDS INVESTOR LLC

372.62K

Mar 31, 26

+184.44K

0.01%

Lifeworks Advisors, LLC

370.23K

Mar 31, 26

+11.15K

0.01%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

366.30K

Mar 31, 26

-12.65K

0.01%

Summit Wealth Group, LLC

347.57K

Mar 31, 26

+19.11K

0.01%

Christian Investment Advisors, Inc.

333.36K

Mar 31, 26

+333.36K

0.01%

NFP Retirement, Inc.

323.47K

Mar 31, 26

+47.15K

0.01%

Triad Wealth Partners, LLC

314.15K

Mar 31, 26

+101.98K

0.01%

Perigon Wealth Management, LLC

310.45K

Mar 31, 26

+28.93K

0.01%

CITADEL ADVISORS LLC

307.20K

Mar 31, 26

+307.20K

0.01%

Bay Harbor Wealth Management, LLC

305.95K

Mar 31, 26

+23.34K

0.01%

Greenspring Advisors, LLC

304.67K

Mar 31, 26

+36.38K

0.01%

HighTower Advisors, LLC

294.51K

Mar 31, 26

-44.23K

0.01%

Tenret Co LLC

285.94K

Mar 31, 26

+39.75K

0.01%

McLean Asset Management Corp

270.13K

Mar 31, 26

+79.36K

0.01%

Strategic Investment Advisors / MI

262.00K

Mar 31, 26

+73.20K

0.01%

Pensionmark Financial Group, LLC

257.19K

Mar 31, 26

+14.25K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

255.67K

Mar 31, 26

+253.74K

0.01%

Addison Advisors LLC

255.55K

Mar 31, 26

+9.30K

0.01%

MGO ONE SEVEN LLC

254.57K

Mar 31, 26

+44.07K

0.01%

Mutual Advisors, LLC

248.38K

Mar 31, 26

+25.23K

0.01%

FIFTH THIRD BANCORP

242.00K

Mar 31, 26

+204.27K

0.01%

EP Wealth Advisors, LLC

241.77K

Mar 31, 26

-116.84K

0.01%

Golden Bell Financial Planning LLC

238.25K

Mar 31, 26

+11.28K

0.01%

AE Wealth Management LLC

234.84K

Mar 31, 26

-4.83K

0.01%

AMERICAN FINANCIAL & TAX STRATEGIES INC

233.77K

Mar 31, 26

-1.01K

0.01%

Brooklyn FI, LLC

230.31K

Mar 31, 26

-26.76K

0.01%

VAN ECK ASSOCIATES CORP

226.08K

Mar 31, 26

+28.09K

0.01%

US BANCORP \DE\

221.28K

Mar 31, 26

-801.97K

0.01%

LEGACY FINANCIAL GROUP, INC.

216.63K

Mar 31, 26

-29.68K

0.01%

Private Advisor Group, LLC

213.93K

Mar 31, 26

+19.37K

0.01%

Concurrent Investment Advisors, LLC

213.16K

Mar 31, 26

-8.67K

0.01%

Stokes Family Office, LLC

210.17K

Mar 31, 26

-7.92K

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

206.59K

Mar 31, 26

+206.59K

0.01%

Rockefeller Capital Management L.P.

205.92K

Mar 31, 26

-67.39K

0.01%

NorthRock Partners, LLC

204.82K

Mar 31, 26

+7.49K

0.01%

Tribridge Partners Financial LLC

203.57K

Mar 31, 26

+7.32K

0.01%

Topsail Wealth Management, LLC

201.97K

Mar 31, 26

-1.91K

0.01%

COOPER/HAIMS ADVISORS, LLC

197.60K

Mar 31, 26

+3.49K

0.01%

Leading Edge Financial Planning LLC

197.08K

Mar 31, 26

+4.31K

0.01%

Topel & Distasi Wealth Management, LLC

196.90K

Mar 31, 26

+4.99K

0.01%

Columbia River Financial Group, LLC

194.48K

Mar 31, 26

+16.41K

0.01%

PRINCIPAL SECURITIES, INC.

194.44K

Mar 31, 26

+6.84K

0.01%

Breakwater Investment Management

192.13K

Mar 31, 26

-46.56K

0.01%

Modera Wealth Management, LLC

191.80K

Mar 31, 26

+37.72K

0.01%

Transamerica Financial Advisors, Inc.

189.96K

Mar 31, 26

+3.03K

0.01%

STEPHENS INC /AR/

189.44K

Mar 31, 26

+21.11K

0.01%

Hilltop Partners LLC

187.00K

Mar 31, 26

+11.33K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

185.22K

Mar 31, 26

+3.96K

0.01%

Gateway Wealth Partners, LLC

181.73K

Mar 31, 26

+151.32K

0.01%

Forum Private Client Group LLC

180.87K

Mar 31, 26

+6.29K

0.01%

Opes Wealth Management LLC

177.57K

Mar 31, 26

+44.56K

0.01%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

177.52K

Mar 31, 26

+20.55K

0.01%

CAMDEN NATIONAL BANK

175.51K

Mar 31, 26

+4.00K

0.01%

rebel Financial LLC

173.82K

Mar 31, 26

-1.32K

0.01%

Gould Capital, LLC

173.09K

Mar 31, 26

+18.21K

0.01%

FPC INVESTMENT ADVISORY, INC.

172.63K

Mar 31, 26

+46.26K

0.01%

AMG National Trust Bank

171.63K

Mar 31, 26

-6.87K

0.01%

Atomi Financial Group, Inc.

166.72K

Mar 31, 26

-14.28K

0.01%

Center For Asset Management LLC

162.43K

Mar 31, 26

+12.71K

0.01%

Smartleaf Asset Management LLC

161.08K

Mar 31, 26

+9.38K

0.01%

GOLDMAN SACHS GROUP INC

160.34K

Mar 31, 26

-71.79K

0.01%

Scissortail Wealth Management, LLC

156.35K

Mar 31, 26

+26.80K

0.01%

Plum Street Advisors, LLC

147.78K

Mar 31, 26

+12.76K

0.01%

SAGE RHINO CAPITAL LLC

147.50K

Mar 31, 26

+28.37K

0.01%

SRS Capital Advisors, Inc.

144.49K

Mar 31, 26

+7.34K

0.01%

Evergreen Wealth Solutions, LLC

143.79K

Mar 31, 26

+143.79K

0.01%

Level Wealth Management LLC

138.72K

Mar 31, 26

+25.03K

0.01%

Prospect Financial Group LLC

137.06K

Mar 31, 26

+8.36K

0.01%

Elevated Capital Advisors, LLC

135.34K

Mar 31, 26

+3.18K

0.01%

ACORN CREEK CAPITAL LLC

132.73K

Mar 31, 26

+9.06K

0.01%

Chesapeake Wealth Management

129.91K

Mar 31, 26

-175

0.01%

BOKF, NA

126.55K

Mar 31, 26

-10.01K

0.00%

Seneschal Advisors, LLC

124.92K

Mar 31, 26

+4.57K

0.00%

W.H. Cornerstone Investments Inc.

123.42K

Mar 31, 26

+50.56K

0.00%

Midwest Capital Advisors, LLC

123.27K

Mar 31, 26

+2.25K

0.00%

Savvy Advisors, Inc.

122.82K

Mar 31, 26

+83.99K

0.00%

Financiere des Professionnels - Fonds d,investissement inc.

120.00K

Mar 31, 26

0.00%

Vanguard National Trust Co

118.68K

Mar 31, 26

+118.68K

0.00%

NATIXIS ADVISORS, L.P.

118.48K

Mar 31, 26

+33.35K

0.00%

Capital Analysts, LLC

118.35K

Mar 31, 26

+32.72K

0.00%

Manuka Financial, LLC

117.99K

Mar 31, 26

-2.31K

0.00%

Five Pine Wealth Management

116.35K

Mar 31, 26

+9.91K

0.00%

Baird Financial Group, Inc.

115.85K

Mar 31, 26

+4.36K

0.00%

Sagace Wealth Management LLC

114.51K

Mar 31, 26

+114.51K

0.00%

Fort Vancouver Investment Management, LLC

114.20K

Mar 31, 26

+6.04K

0.00%

Horizons Wealth Management

113.88K

Mar 31, 26

-2.89K

0.00%

Trek Financial, LLC

112.16K

Mar 31, 26

+56.83K

0.00%

Wealthfront Advisers LLC

110.49K

Mar 31, 26

+26.62K

0.00%

TSA Wealth Managment LLC

105.77K

Mar 31, 26

+19.75K

0.00%

Values Added Financial LLC

105.02K

Mar 31, 26

-93.22K

0.00%

Csenge Advisory Group

104.32K

Mar 31, 26

-6.07K

0.00%

BCGM Wealth Management, LLC

103.09K

Mar 31, 26

+4.47K

0.00%

Ameritas Advisory Services, LLC

102.91K

Mar 31, 26

-495

0.00%

Tandem Financial, LLC

101.94K

Mar 31, 26

+101.94K

0.00%

Ruedi Wealth Management, Inc.

101.37K

Mar 31, 26

+2.85K

0.00%

LMG Wealth Partners, LLC

98.05K

Mar 31, 26

+8.16K

0.00%

Zeit Capital LLC

96.84K

Mar 31, 26

+17.00K

0.00%

Financial Engines Advisors L.L.C.

94.21K

Mar 31, 26

-10.94K

0.00%

Gotham Asset Management, LLC

93.89K

Mar 31, 26

+2.08K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

93.59K

Mar 31, 26

+9.83K

0.00%

Ancora Advisors, LLC

92.68K

Mar 31, 26

+5.00K

0.00%

Independent Advisor Alliance

92.60K

Mar 31, 26

+28.20K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

92.08K

Mar 31, 26

+2.76K

0.00%

Equitable Holdings, Inc.

91.68K

Mar 31, 26

-17.92K

0.00%

Geneos Wealth Management Inc.

91.61K

Mar 31, 26

-7.02K

0.00%

SIMON QUICK ADVISORS, LLC

91.47K

Mar 31, 26

+14.90K

0.00%

NYL Investors LLC

91.11K

Mar 31, 26

+2.80K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

90.55K

Mar 31, 26

+45.80K

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

89.75K

Mar 31, 26

-2.37M

0.00%

Beacon Harbor Wealth Advisors, Inc.

86.91K

Mar 31, 26

+4.08K

0.00%

TD Waterhouse Canada Inc.

82.81K

Mar 31, 26

+8.28K

0.00%

WealthSpring Partners, LLC

80.28K

Mar 31, 26

+157

0.00%

HALLMARK CAPITAL MANAGEMENT INC

80.22K

Mar 31, 26

+13.37K

0.00%

JANUS HENDERSON GROUP PLC

80.17K

Mar 31, 26

-27.04K

0.00%

Sigma Planning Corp

80.17K

Mar 31, 26

-94.23K

0.00%

AlphaStar Capital Management, LLC

79.76K

Mar 31, 26

+4.08K

0.00%

WealthCare Investment Partners, LLC

79.30K

Mar 31, 26

+3.26K

0.00%

McIlrath & Eck, LLC

78.92K

Mar 31, 26

+31.03K

0.00%

HSBC HOLDINGS PLC

78.68K

Mar 31, 26

-55.90K

0.00%

SCOTIA CAPITAL INC.

77.86K

Mar 31, 26

-707

0.00%

Quartz Partners, LLC

77.77K

Mar 31, 26

+77.77K

0.00%

Strategic Financial Planning, Inc.

77.21K

Mar 31, 26

+8.08K

0.00%

RiverGlades Family Offices LLC

74.24K

Mar 31, 26

+74.24K

0.00%

Note Advisors, LLC

73.97K

Mar 31, 26

+1.36K

0.00%

Hexagon Capital Partners LLC

73.63K

Mar 31, 26

+1.58K

0.00%

Integrated Wealth Concepts LLC

73.14K

Mar 31, 26

+20.89K

0.00%

VCI Wealth Management LLC

71.64K

Mar 31, 26

+7.96K

0.00%

West Wealth Group, LLC

70.75K

Mar 31, 26

+5.35K

0.00%

BLB&B Advisors, LLC

70.63K

Mar 31, 26

+16.08K

0.00%

UNIVEST FINANCIAL Corp

68.77K

Mar 31, 26

+10.10K

0.00%

DEUTSCHE BANK AG\

68.00K

Mar 31, 26

-23.91K

0.00%

Wealth Alliance

67.07K

Mar 31, 26

+20.55K

0.00%

INTERACTIVE FINANCIAL ADVISORS, INC.

66.66K

Mar 31, 26

+596

0.00%

Heritage Family Offices, LLP

66.18K

Mar 31, 26

+66.18K

0.00%

Summit Global Investments

65.08K

Mar 31, 26

+46.38K

0.00%

NATIONAL BANK OF CANADA /FI/

64.47K

Mar 31, 26

-70.00K

0.00%

Petix & Botte Co

63.56K

Mar 31, 26

-7.26K

0.00%

CHOREO, LLC

63.38K

Mar 31, 26

-404

0.00%

StoneX Group Inc.

63.19K

Mar 31, 26

+50.77K

0.00%

LaSalle St. Investment Advisors, LLC

62.42K

Mar 31, 26

+777

0.00%

Claro Advisors LLC

61.88K

Mar 31, 26

+16.26K

0.00%

Point Nemo Capital, LLC

61.66K

Mar 31, 26

+39.59K

0.00%

Global Endowment Management, LP

60.29K

Mar 31, 26

+3.52K

0.00%

Sterling Financial Planning, Inc.

59.42K

Mar 31, 26

+7.47K

0.00%

Cambria Investment Management, L.P.

59.07K

Mar 31, 26

+2.24K

0.00%

Quadrant Private Wealth Management, LLC

57.71K

Mar 31, 26

+36.53K

0.00%

RENAISSANCE TECHNOLOGIES LLC

57.32K

Mar 31, 26

+57.32K

0.00%

Summit Financial, LLC

56.98K

Mar 31, 26

+35.47K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

56.75K

Mar 31, 26

+8.44K

0.00%

United Advisor Group, LLC

56.17K

Mar 31, 26

+3.79K

0.00%

10Elms LLP

55.38K

Mar 31, 26

+11.82K

0.00%

AQR CAPITAL MANAGEMENT LLC

54.13K

Mar 31, 26

+10.50K

0.00%

Buttonwood Financial Group, LLC

53.38K

Mar 31, 26

+45.62K

0.00%

BANK OF HAWAII

52.72K

Mar 31, 26

+2.43K

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

52.66K

Mar 31, 26

+2.00K

0.00%

Balanced Rock Investment Advisor

52.46K

Mar 31, 26

+1.47K

0.00%

Burk Holdings LLC

51.05K

Mar 31, 26

-606

0.00%

Red Wave Investments LLC

50.26K

Mar 31, 26

-248

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

50.14K

Mar 31, 26

+2.13K

0.00%

Buckingham Strategic Partners

49.61K

Mar 31, 26

-5.98K

0.00%

University of Illinois Foundation

48.75K

Mar 31, 26

+48.75K

0.00%

ALPS ADVISORS INC

47.58K

Mar 31, 26

-208.72K

0.00%

Arkadios Wealth Advisors

47.35K

Mar 31, 26

+29.28K

0.00%

Johnson Financial Group, LLC

47.08K

Mar 31, 26

+895

0.00%

Advisory Services Network, LLC

47.00K

Mar 31, 26

+8.18K

0.00%

Comprehensive Money Management Services LLC

45.99K

Mar 31, 26

+1.51K

0.00%

MAI Capital Management

45.97K

Mar 31, 26

-1.18K

0.00%

LifePlan Investment Advisors, Inc.

45.20K

Mar 31, 26

+6.31K

0.00%

U.S. Capital Wealth Advisors, LLC

42.40K

Mar 31, 26

+2.90K

0.00%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

42.33K

Mar 31, 26

-742

0.00%

Ridgewood Investments LLC

42.11K

Mar 31, 26

+42.11K

0.00%

Outlook Wealth Advisors, LLC

41.90K

Mar 31, 26

+41.90K

0.00%

REGIONS FINANCIAL CORP

41.84K

Mar 31, 26

+924

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

41.55K

Mar 31, 26

+9.04K

0.00%

Sovran Advisors, LLC

40.34K

Mar 31, 26

+1.81K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

39.90K

Mar 31, 26

+1.07K

0.00%

SYON CAPITAL LLC

39.07K

Mar 31, 26

+11.72K

0.00%

JMG Financial Group, Ltd.

38.94K

Mar 31, 26

+428

0.00%

New Insight Wealth Advisors

38.60K

Mar 31, 26

-1.21K

0.00%

Coston, McIsaac & Partners

36.09K

Mar 31, 26

+3.15K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

35.48K

Mar 31, 26

+18.14K

0.00%

Stratos Wealth Partners, LTD.

35.25K

Mar 31, 26

-960

0.00%

OneAscent Financial Services LLC

35.17K

Mar 31, 26

+4.61K

0.00%

Bragg Financial Advisors, Inc

35.04K

Mar 31, 26

-54

0.00%

M Holdings Securities, Inc.

34.97K

Mar 31, 26

-2.98K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

34.92K

Mar 31, 26

+2.41K

0.00%

BlackRock, Inc.

33.84K

Mar 31, 26

-52.37K

0.00%

Banco BTG Pactual S.A.

33.71K

Mar 31, 26

+33.71K

0.00%

North Star Investment Management Corp.

33.66K

Mar 31, 26

+420

0.00%

FMR LLC

33.22K

Mar 31, 26

+6.67K

0.00%

Kovack Advisors, Inc.

33.02K

Mar 31, 26

+287

0.00%

Prostatis Group LLC

32.99K

Mar 31, 26

-4.83K

0.00%

JT Stratford LLC

31.84K

Mar 31, 26

+3.86K

0.00%

Parallel Advisors, LLC

31.54K

Mar 31, 26

-833

0.00%

CANANDAIGUA NATIONAL CORP

31.21K

Mar 31, 26

+31.21K

0.00%

Waverly Advisors, LLC

31.19K

Mar 31, 26

+16.38K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

30.76K

Mar 31, 26

+846

0.00%

Tranquilli Financial Advisor LLC

30.42K

Mar 31, 26

+2.36K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

29.96K

Mar 31, 26

-4.43K

0.00%

Invst, LLC

28.96K

Mar 31, 26

-7.49K

0.00%

UMB Bank, n.a.

28.76K

Mar 31, 26

+1.68K

0.00%

Glass Jacobson Investment Advisors llc

28.72K

Mar 31, 26

+4.72K

0.00%

Leo Wealth, LLC

28.58K

Mar 31, 26

-2.01K

0.00%

Hanlon Investment Management, Inc.

28.28K

Mar 31, 26

-2.95K

0.00%

JOURNEY STRATEGIC WEALTH LLC

27.57K

Mar 31, 26

+830

0.00%

Moors & Cabot, Inc.

27.29K

Mar 31, 26

+1.40K

0.00%

Creekside Partners

27.20K

Mar 31, 26

-73

0.00%

GWN SECURITIES INC.

27.13K

Mar 31, 26

+7.09K

0.00%

Foundations Investment Advisors, LLC

27.03K

Mar 31, 26

+47

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

26.33K

Mar 31, 26

+12.79K

0.00%

Bank of Marin

26.14K

Mar 31, 26

+1.01K

0.00%

Tyche Wealth Partners LLC

26.13K

Mar 31, 26

+3.64K

0.00%

Diversified Enterprises, LLC

24.74K

Mar 31, 26

-93

0.00%

Cresset Asset Management, LLC

24.70K

Mar 31, 26

+24.70K

0.00%

WEDBUSH SECURITIES INC

24.67K

Mar 31, 26

+3.54K

0.00%

DEFINED WEALTH MANAGEMENT, LLC

24.53K

Mar 31, 26

+284

0.00%

Wealthspire Advisors, LLC

24.36K

Mar 31, 26

+345

0.00%

TD PRIVATE CLIENT WEALTH LLC

24.34K

Mar 31, 26

+1.35K

0.00%

Carter Financial Group, INC.

24.19K

Mar 31, 26

-498

0.00%

Joel Isaacson & Co., LLC

24.07K

Mar 31, 26

+104

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

23.66K

Mar 31, 26

+23.66K

0.00%

Inscription Capital, LLC

23.66K

Mar 31, 26

+1.15K

0.00%

Signal Advisors Wealth, LLC

23.36K

Mar 31, 26

+1.66K

0.00%

Sloy Dahl & Holst, LLC

23.33K

Mar 31, 26

+219

0.00%

PFC CAPITAL GROUP, INC.

22.88K

Mar 31, 26

+1.49K

0.00%

Thrive Capital Management, LLC

22.74K

Mar 31, 26

+4.73K

0.00%

Integrated Advisors Network LLC

22.63K

Mar 31, 26

-65.12K

0.00%

Westfuller Advisors, LLC

22.59K

Mar 31, 26

+1.75K

0.00%

Aptus Capital Advisors, LLC

22.48K

Mar 31, 26

-5.90K

0.00%

Allworth Financial LP

22.21K

Mar 31, 26

-6.20K

0.00%

DGS Capital Management, LLC

22.18K

Mar 31, 26

+5.82K

0.00%

Helen Stephens Group, LLC

21.88K

Mar 31, 26

-5.98K

0.00%

Steward Partners Investment Advisory, LLC

21.39K

Mar 31, 26

+12.98K

0.00%

Equita Financial Network, Inc.

21.37K

Mar 31, 26

+2.26K

0.00%

PACIFIC FINANCIAL GROUP INC

20.99K

Mar 31, 26

+766

0.00%

Arrowroot Family Office, LLC

20.73K

Mar 31, 26

+20.73K

0.00%

MYECFO, LLC

20.37K

Mar 31, 26

+70

0.00%

Rossby Financial, LCC

20.06K

Mar 31, 26

+12.93K

0.00%

Bakala Capital Management LLC

19.55K

Mar 31, 26

+85

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

19.21K

Mar 31, 26

+5.80K

0.00%

Acorn Wealth Advisors, LLC

18.91K

Mar 31, 26

+10

0.00%

Colony Group, LLC

18.76K

Mar 31, 26

-53.00K

0.00%

Washington Trust Advisors, Inc.

18.59K

Mar 31, 26

+6.72K

0.00%

Facet Wealth, Inc.

18.40K

Mar 31, 26

-9.60K

0.00%

Arete Wealth Advisors, LLC

18.32K

Mar 31, 26

+690

0.00%

Kingsview Wealth Management, LLC

18.19K

Mar 31, 26

-7.81K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

17.79K

Mar 31, 26

+273

0.00%

Advyzon Investment Management, LLC

17.74K

Mar 31, 26

+2.42K

0.00%

Verde Capital Management

17.70K

Mar 31, 26

+745

0.00%

CAHILL FINANCIAL ADVISORS INC

17.52K

Mar 31, 26

-2.89K

0.00%

Compass Ion Advisors, LLC

17.49K

Mar 31, 26

0.00%

Greenwich Wealth Management LLC

17.45K

Mar 31, 26

+204

0.00%

HAZLETT, BURT & WATSON, INC.

17.41K

Mar 31, 26

+11.04K

0.00%

TrueWealth Financial Partners

17.38K

Mar 31, 26

+17.38K

0.00%

BALLAST ADVISORS LLC

16.86K

Mar 31, 26

+234

0.00%

Avid Wealth Partners LLC

16.59K

Mar 31, 26

+825

0.00%

ASSOCIATED BANC-CORP

16.58K

Mar 31, 26

+1.68K

0.00%

Straight Path Wealth Management

16.49K

Mar 31, 26

+71

0.00%

Cornerstone Planning Group LLC

16.45K

Mar 31, 26

+1.15K

0.00%

Rehmann Capital Advisory Group

16.24K

Mar 31, 26

-124

0.00%

FAGAN ASSOCIATES, INC.

16.14K

Mar 31, 26

+137

0.00%

BOK Financial Private Wealth, Inc.

15.87K

Mar 31, 26

-2.37K

0.00%

One Capital Management, LLC

15.84K

Mar 31, 26

+2.13K

0.00%

LANDMARK WEALTH MANAGEMENT, INC.

15.81K

Mar 31, 26

+15.81K

0.00%

CAPTRUST FINANCIAL ADVISORS

15.75K

Mar 31, 26

+346

0.00%

Atlanta Consulting Group Advisors, LLC

15.73K

Mar 31, 26

+15.73K

0.00%

Colonial Trust Co / SC

15.62K

Mar 31, 26

+525

0.00%

Endowment Wealth Management, Inc.

15.54K

Mar 31, 26

+665

0.00%

Bleakley Financial Group, LLC

15.23K

Mar 31, 26

+15.23K

0.00%

Soltis Investment Advisors LLC

15.22K

Mar 31, 26

-190

0.00%

Continuum Advisory, LLC

15.21K

Mar 31, 26

-43

0.00%

Regal Investment Advisors LLC

14.99K

Mar 31, 26

+1.04K

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

14.95K

Mar 31, 26

+1.14K

0.00%

SOL Capital Management CO

14.95K

Mar 31, 26

+14.95K

0.00%

1ST SOURCE BANK

14.85K

Mar 31, 26

+14.85K

0.00%

Investments & Financial Planning, LLC

14.71K

Mar 31, 26

-4.80K

0.00%

CONTINENTAL INVESTORS SERVICES, INC.

14.51K

Mar 31, 26

-9.67K

0.00%

Darden Wealth Group Inc

14.28K

Mar 31, 26

+1.80K

0.00%

TOWLE & CO

14.22K

Mar 31, 26

+14.22K

0.00%

Allegiance Financial Group Advisory Services LLC

14.18K

Mar 31, 26

-1.40K

0.00%

CURIO WEALTH, LLC

14.09K

Mar 31, 26

+184

0.00%

FSA Advisors, Inc.

13.96K

Mar 31, 26

-132.25K

0.00%

Buck Wealth Strategies, LLC

13.87K

Mar 31, 26

-730

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

13.72K

Mar 31, 26

-148

0.00%

Curtis Advisory Group, LLC

13.68K

Mar 31, 26

+342

0.00%

RICHARDSON FINANCIAL SERVICES INC.

13.63K

Mar 31, 26

+1.08K

0.00%

Redwood Investment Management, LLC

13.54K

Mar 31, 26

-608

0.00%

Avise Financial Cooperative, Inc.

13.36K

Mar 31, 26

+13.36K

0.00%

Zhang Financial LLC

13.31K

Mar 31, 26

+6.21K

0.00%

Essential Planning, LLC.

13.31K

Mar 31, 26

-13

0.00%

Holistic Planning, LLC

12.99K

Mar 31, 26

+1.44K

0.00%

Transcendent Capital Group LLC

12.98K

Mar 31, 26

+2.93K

0.00%

Blueprint Investment Partners LLC

12.77K

Mar 31, 26

-827

0.00%

Fortis Capital Advisors, LLC

12.72K

Mar 31, 26

+12.72K

0.00%

Belpointe Asset Management LLC

12.72K

Mar 31, 26

+12.72K

0.00%

LAIRD NORTON TRUST COMPANY, LLC

12.71K

Mar 31, 26

+629

0.00%

VICTORY FINANCIAL GROUP, LLC

12.62K

Mar 31, 26

-315

0.00%

Baer Investment Advisory LLC

12.62K

Mar 31, 26

+12.62K

0.00%

Clear Creek Financial Management, LLC

12.59K

Mar 31, 26

+6.78K

0.00%

TFB Advisors LLC

12.58K

Mar 31, 26

-6.47K

0.00%

Global Wealth Management Investment Advisory, Inc.

12.40K

Mar 31, 26

-563

0.00%

Chicago Capital, LLC

12.29K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

12.20K

Mar 31, 26

-347

0.00%

LIBERTY WEALTH MANAGEMENT LLC

12.13K

Mar 31, 26

+1.54K

0.00%

WealthCollab, LLC

11.96K

Mar 31, 26

0.00%

Blueprint Financial Advisors LLC

11.92K

Mar 31, 26

-1.44K

0.00%

Sequent Planning LLC

11.92K

Mar 31, 26

+7.56K

0.00%

CENTAURUS FINANCIAL, INC.

11.79K

Mar 31, 26

+344

0.00%

REAP Financial Group, LLC

11.57K

Mar 31, 26

+1.10K

0.00%

Maia Wealth LLC

11.47K

Mar 31, 26

+6.32K

0.00%

Dorsey & Whitney Trust CO LLC

11.43K

Mar 31, 26

+1.49K

0.00%

BLAIR WILLIAM & CO/IL

11.26K

Mar 31, 26

+543

0.00%

MONEY CONCEPTS CAPITAL CORP

11.25K

Mar 31, 26

-436

0.00%

Advisors Asset Management, Inc.

11.07K

Mar 31, 26

+4.58K

0.00%

White Lighthouse Investment Management Inc.

11.06K

Mar 31, 26

+1.01K

0.00%

BROWN ADVISORY INC

11.05K

Mar 31, 26

+11.05K

0.00%

CONDOR CAPITAL MANAGEMENT

10.94K

Mar 31, 26

+4.31K

0.00%

Lido Advisors, LLC

10.90K

Mar 31, 26

+653

0.00%

Everest Management Corp.

10.88K

Mar 31, 26

-357

0.00%

PRIVATE MANAGEMENT GROUP INC

10.83K

Mar 31, 26

-38

0.00%

IHT Wealth Management, LLC

10.78K

Mar 31, 26

-40

0.00%

Badgley Phelps Wealth Managers, LLC

10.72K

Mar 31, 26

+6.39K

0.00%

KICKSTAND VENTURES, LLC.

10.43K

Mar 31, 26

-4.17K

0.00%

17 CAPITAL PARTNERS, LLC

10.36K

Mar 31, 26

+1.75K

0.00%

Institute for Wealth Management, LLC.

10.30K

Mar 31, 26

-102

0.00%

SPINNAKER TRUST

10.15K

Mar 31, 26

-481

0.00%

Coastline Trust Co

10.08K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

10.07K

Mar 31, 26

-458

0.00%

Accretive Wealth Partners, LLC

10.01K

Mar 31, 26

+10.01K

0.00%

CITIZENS FINANCIAL GROUP INC/RI

9.99K

Mar 31, 26

-2.00K

0.00%

Headlands Technologies LLC

9.97K

Mar 31, 26

+5.39K

0.00%

Mission Creek Capital Partners, Inc.

9.89K

Mar 31, 26

-1.28K

0.00%

DecisionPoint Financial, LLC

9.84K

Mar 31, 26

-435

0.00%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

9.82K

Mar 31, 26

-4.66K

0.00%

Gladstone Institutional Advisory LLC

9.78K

Mar 31, 26

+968

0.00%

POTOMAC FUND MANAGEMENT INC /ADV

9.76K

Mar 31, 26

+314

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

9.71K

Mar 31, 26

-38

0.00%

Ausdal Financial Partners, Inc.

9.53K

Mar 31, 26

-1.37K

0.00%

N.E.W. Advisory Services LLC

9.52K

Mar 31, 26

0.00%

Axis Wealth Partners, LLC

9.47K

Mar 31, 26

-6

0.00%

Simmons Bank

9.44K

Mar 31, 26

+1.89K

0.00%

Lynx Investment Advisory

9.29K

Mar 31, 26

+337

0.00%

WealthTrak Capital Management LLC

9.25K

Mar 31, 26

+9.25K

0.00%

Simplicity Wealth,LLC

9.22K

Mar 31, 26

+4.41K

0.00%

WESBANCO BANK INC

9.15K

Mar 31, 26

-1.33K

0.00%

Verdence Capital Advisors LLC

9.06K

Mar 31, 26

-18

0.00%

Robertson Stephens Wealth Management, LLC

8.96K

Mar 31, 26

-883

0.00%

SILVER OAK SECURITIES, INCORPORATED

8.92K

Mar 31, 26

+1.46K

0.00%

Neuberger Berman Group LLC

8.91K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

8.90K

Mar 31, 26

-9.42K

0.00%

SilverOak Wealth Management LLC

8.90K

Mar 31, 26

-875

0.00%

Lantern Wealth Advisors, LLC

8.85K

Mar 31, 26

+4.08K

0.00%

Ashton Thomas Private Wealth, LLC

8.84K

Mar 31, 26

+1.03K

0.00%

Talon Private Wealth, LLC

8.67K

Mar 31, 26

+8.67K

0.00%

Koss-Olinger Consulting, LLC

8.65K

Mar 31, 26

+8.65K

0.00%

Rede Wealth, LLC

8.61K

Mar 31, 26

+790

0.00%

HUNTINGTON NATIONAL BANK

8.55K

Mar 31, 26

+811

0.00%

CAP Partners, LLC

8.50K

Mar 31, 26

+649

0.00%

HBK Sorce Advisory LLC

8.49K

Mar 31, 26

+8.49K

0.00%

Private Wealth Management Group, LLC

8.45K

Mar 31, 26

+337

0.00%

MMA ASSET MANAGEMENT LLC

8.44K

Mar 31, 26

+1.09K

0.00%

Tennessee Valley Asset Management Partners

8.42K

Mar 31, 26

+8.42K

0.00%

ARBOR CAPITAL MANAGEMENT INC /ADV

8.36K

Mar 31, 26

+277

0.00%

Palisades Hudson Asset Management, L.P.

8.35K

Mar 31, 26

+25

0.00%

Oceanside Advisors LLC

8.28K

Mar 31, 26

-24

0.00%

Elk River Wealth Management, LLC

8.18K

Mar 31, 26

0.00%

Vantage Point Financial LLC

8.06K

Mar 31, 26

+2.64K

0.00%

Snowden Capital Advisors LLC

7.91K

Mar 31, 26

-1.38K

0.00%

Modern Wealth Management, LLC

7.86K

Mar 31, 26

-5.29K

0.00%

Beacon Financial Advisory LLC

7.75K

Mar 31, 26

+772

0.00%

TWIN CITY PRIVATE WEALTH, LLC

7.74K

Mar 31, 26

-27

0.00%

Frank, Rimerman Advisors LLC

7.72K

Mar 31, 26

0.00%

Texas Yale Capital Corp.

7.65K

Mar 31, 26

+1.55K

0.00%

Essex Financial Services, Inc.

7.59K

Mar 31, 26

+1.90K

0.00%

Oak Harvest Investment Services

7.56K

Mar 31, 26

+81

0.00%

Stratos Wealth Advisors, LLC

7.46K

Mar 31, 26

+7.46K

0.00%

Archer Investment Corp

7.32K

Mar 31, 26

-3.85K

0.00%

Stone House Investment Management, LLC

7.27K

Mar 31, 26

+3.20K

0.00%

Proactive Wealth Strategies LLC

7.27K

Mar 31, 26

+7.27K

0.00%

LIBRA WEALTH LLC

7.24K

Mar 31, 26

0.00%

PACK Private Wealth, LLC

7.22K

Mar 31, 26

0.00%

COMMERCE BANK

7.21K

Mar 31, 26

+7.21K

0.00%

MainStreet Investment Advisors LLC

7.20K

Mar 31, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

7.19K

Mar 31, 26

+152

0.00%

Family Wealth Group, LLC

7.14K

Mar 31, 26

+1.87K

0.00%

Alta Wealth Advisors LLC

7.14K

Mar 31, 26

+1.09K

0.00%

Patten Group, Inc.

7.07K

Mar 31, 26

+1.17K

0.00%

Keystone Financial Group

7.05K

Mar 31, 26

+1.01K

0.00%

American Investment Services, Inc.

7.02K

Mar 31, 26

-659

0.00%

Berger Financial Group, Inc

6.97K

Mar 31, 26

-149

0.00%

FLP Wealth Management, LLC

6.95K

Mar 31, 26

+6.95K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

6.93K

Mar 31, 26

-1.19K

0.00%

Freestone Capital Holdings, LLC

6.82K

Mar 31, 26

-221

0.00%

Hanson & Doremus Investment Management

6.77K

Mar 31, 26

+1.29K

0.00%

Oakwell Private Wealth Management, LLC

6.75K

Mar 31, 26

0.00%

Clearstead Advisors, LLC

6.59K

Mar 31, 26

+10

0.00%

Capital Group Private Client Services, Inc.

6.58K

Mar 31, 26

+2.39K

0.00%

Summit Trail Advisors, LLC

6.54K

Mar 31, 26

-41

0.00%

Root Financial Partners, LLC

6.48K

Mar 31, 26

+420

0.00%

Forefront Wealth Partners, LLC

6.44K

Mar 31, 26

+388

0.00%

Evanson Asset Management, LLC

6.43K

Mar 31, 26

-746

0.00%

Pinnacle Bancorp, Inc.

6.42K

Mar 31, 26

+83

0.00%

Verity Asset Management, Inc.

6.38K

Mar 31, 26

+838

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

6.35K

Mar 31, 26

+6.35K

0.00%

MONECO Advisors, LLC

6.32K

Mar 31, 26

-1.50K

0.00%

Pathstone Holdings, LLC

6.29K

Mar 31, 26

+1.97K

0.00%

Phil A. Younker & Associates, Ltd.

6.25K

Mar 31, 26

0.00%

Joel Adams & Associates, Inc.

6.19K

Mar 31, 26

+752

0.00%

Sonoma Private Wealth LLC

6.09K

Mar 31, 26

-331

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

6.03K

Mar 31, 26

-5.67K

0.00%

NorthStar Asset Management LLC /NJ/

6.02K

Mar 31, 26

-121

0.00%

Ascension Capital Advisors, Inc.

6.00K

Mar 31, 26

+6.00K

0.00%

Strait & Sound Wealth Management LLC

5.99K

Mar 31, 26

+5.99K

0.00%

Canal Capital Management, LLC

5.92K

Mar 31, 26

+26

0.00%

HRT FINANCIAL LP

5.84K

Mar 31, 26

+5.84K

0.00%

Summit Wealth Partners, LLC

5.80K

Mar 31, 26

+72

0.00%

Gordian Advisors LLC

5.77K

Mar 31, 26

+5.77K

0.00%

Concorde Asset Management, LLC

5.75K

Mar 31, 26

-622

0.00%

Spears Abacus Advisors LLC

5.72K

Mar 31, 26

+5.72K

0.00%

Quantinno Capital Management LP

5.64K

Mar 31, 26

+5.64K

0.00%

JIM SAULNIER & ASSOCIATES, LLC

5.56K

Mar 31, 26

+403

0.00%

ANCHOR CAPITAL ADVISORS LLC

5.48K

Mar 31, 26

0.00%

Midwest Trust Co

5.45K

Mar 31, 26

+5.45K

0.00%

Bridgewater Advisors Inc.

5.42K

Mar 31, 26

+53

0.00%

TWO SIGMA SECURITIES, LLC

5.39K

Mar 31, 26

-14.96K

0.00%

PRUDENT INVESTORS NETWORK, INC.

5.37K

Mar 31, 26

+5.37K

0.00%

RMB Capital Management, LLC

5.35K

Mar 31, 26

+243

0.00%

Jackson Hole Capital Partners, LLC

5.34K

Mar 31, 26

0.00%

ZEVIN ASSET MANAGEMENT LLC

5.33K

Mar 31, 26

+5.33K

0.00%

Willis Johnson & Associates, Inc.

5.31K

Mar 31, 26

+165

0.00%

Golden State Equity Partners

5.30K

Mar 31, 26

+5.30K

0.00%

NOESIS CAPITAL MANGEMENT CORP

5.24K

Mar 31, 26

+425

0.00%

Pacific Asset Management, LLC

5.22K

Mar 31, 26

+23

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

5.22K

Mar 31, 26

0.00%

Gilliland Jeter Wealth Management LLC

5.18K

Mar 31, 26

+904

0.00%

Eqis Capital Management, Inc.

5.18K

Mar 31, 26

-2.28K

0.00%

HANOVER ADVISORS INC

5.07K

Mar 31, 26

-192

0.00%

WPG Advisers, LLC

5.03K

Mar 31, 26

-165

0.00%

Granite Bay Wealth Management, LLC

5.01K

Mar 31, 26

+5.01K

0.00%

TCG Advisory Services, LLC

4.99K

Mar 31, 26

+4.99K

0.00%

Chicago Partners Investment Group LLC

4.89K

Mar 31, 26

+4.89K

0.00%

Rock Point Advisors, LLC

4.85K

Mar 31, 26

0.00%

Allen Capital Group, LLC

4.84K

Mar 31, 26

+4.84K

0.00%

Strategic Financial Concepts, LLC

4.83K

Mar 31, 26

+4.83K

0.00%

CALTON & ASSOCIATES, INC.

4.82K

Mar 31, 26

-1.10K

0.00%

Latitude Advisors, LLC

4.81K

Mar 31, 26

+4.81K

0.00%

CVA Family Office, LLC

4.81K

Mar 31, 26

0.00%

Glenview Trust Co

4.80K

Mar 31, 26

+4.80K

0.00%

Frisch Financial Group, Inc.

4.79K

Mar 31, 26

-1

0.00%

Evernest Financial Advisors, LLC

4.77K

Mar 31, 26

0.00%

Claris Financial LLC

4.75K

Mar 31, 26

-221

0.00%

One Degree Advisors Inc

4.74K

Mar 31, 26

+468

0.00%

Carmel Capital Partners, LLC

4.72K

Mar 31, 26

+414

0.00%

DENVER WEALTH MANAGEMENT, INC.

4.72K

Mar 31, 26

+4.72K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

4.72K

Mar 31, 26

-35.10K

0.00%

Hamilton Capital, LLC

4.71K

Mar 31, 26

+4.71K

0.00%

VERUS CAPITAL PARTNERS, LLC

4.69K

Mar 31, 26

+270

0.00%

Richard W. Paul & Associates, LLC

4.67K

Mar 31, 26

+656

0.00%

Alteri Wealth LLC

4.64K

Mar 31, 26

-25.79K

0.00%

HEADINVEST, LLC

4.63K

Mar 31, 26

+4.63K

0.00%

New England Private Wealth Advisors LLC

4.62K

Mar 31, 26

+18

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

4.51K

Mar 31, 26

0.00%

Shared Vision Wealth Group LLC

4.45K

Mar 31, 26

-1.65K

0.00%

Stockman Wealth Management, Inc.

4.44K

Mar 31, 26

+151

0.00%

Second Line Capital, LLC

4.41K

Mar 31, 26

0.00%

Peak Retirement Planning, Inc.

4.31K

Mar 31, 26

+4.31K

0.00%

Clientfirst Wealth Management, LLC

4.20K

Mar 31, 26

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

4.20K

Mar 31, 26

-86

0.00%

Plante Moran Financial Advisors, LLC

4.11K

Mar 31, 26

+3.85K

0.00%

Kilter Group LLC

4.01K

Mar 31, 26

+3.48K

0.00%

Smithfield Trust Co

4.00K

Mar 31, 26

0.00%

LFA - Lugano Financial Advisors SA

3.91K

Mar 31, 26

+397

0.00%

CENTRAL TRUST Co

3.67K

Mar 31, 26

-2.99K

0.00%

Cherry Tree Wealth Management, LLC

3.31K

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

3.27K

Mar 31, 26

-1.59K

0.00%

Lloyd Advisory Services, LLC.

3.22K

Mar 31, 26

+2.70K

0.00%

Kingdom Financial Group LLC.

3.22K

Mar 31, 26

+636

0.00%

Western Wealth Management, LLC

3.18K

Mar 31, 26

+3.18K

0.00%

S.A. Mason LLC

2.97K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

2.86K

Mar 31, 26

+222

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

2.65K

Mar 31, 26

+2.65K

0.00%

BRYN MAWR TRUST Co

2.58K

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

2.57K

Mar 31, 26

+465

0.00%

Legacy Wealth Managment, LLC/ID

2.56K

Mar 31, 26

+474

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

2.53K

Mar 31, 26

+2.53K

0.00%

Pinnacle Wealth Planning Services, Inc.

2.37K

Mar 31, 26

+75

0.00%

Imprint Wealth LLC

1.94K

Mar 31, 26

+735

0.00%

Arkos Global Advisors

1.77K

Mar 31, 26

+1.77K

0.00%

SIMPLEX TRADING, LLC

1.65K

Mar 31, 26

+1.65K

0.00%

NBT BANK N A /NY

1.52K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.51K

Mar 31, 26

-2.30K

0.00%

USA Financial Portformulas Corp

1.47K

Mar 31, 26

+1.47K

0.00%

KM Capital Management Ltd.

1.45K

Mar 31, 26

+1.45K

0.00%

Strategic Wealth Partners, Ltd.

1.40K

Mar 31, 26

-68

0.00%

BESSEMER GROUP INC

1.37K

Mar 31, 26

+1.08K

0.00%

Community Bank, N.A.

1.36K

Mar 31, 26

-712

0.00%

BROWN BROTHERS HARRIMAN & CO

1.25K

Mar 31, 26

-751

0.00%

KELLEHER FINANCIAL ADVISORS

1.21K

Mar 31, 26

0.00%

Delos Wealth Advisors, LLC

1.17K

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

1.10K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

993

Mar 31, 26

-3.93K

0.00%

PROTECTIVE LIFE CORP

950

Mar 31, 26

+950

0.00%

IFG Advisory, LLC

841

Mar 31, 26

-12.16K

0.00%

HFM Investment Advisors, LLC

819

Mar 31, 26

+111

0.00%

Dunhill Financial, LLC

751

Mar 31, 26

+405

0.00%

Parkside Financial Bank & Trust

683

Mar 31, 26

-810

0.00%

Fourth Dimension Wealth, LLC

664

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

654

Mar 31, 26

+654

0.00%

Newbridge Financial Services Group, Inc.

623

Mar 31, 26

0.00%

MOTCO

598

Mar 31, 26

+578

0.00%

MCF Advisors LLC

593

Mar 31, 26

+445

0.00%

Hara Capital LLC

579

Mar 31, 26

+579

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

544

Mar 31, 26

+544

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

528

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

505

Mar 31, 26

0.00%

IMA Wealth, Inc.

486

Mar 31, 26

0.00%

Riverview Trust Co

461

Mar 31, 26

+461

0.00%

American Capital Advisory, LLC

427

Mar 31, 26

-330

0.00%

Boreal Capital Management LLC

400

Mar 31, 26

0.00%

Financial Freedom, LLC

399

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

393

Mar 31, 26

+13

0.00%

Rakuten Securities, Inc.

358

Mar 31, 26

-7

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

357

Mar 31, 26

+357

0.00%

Caitlin John, LLC

332

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

302

Mar 31, 26

-685

0.00%

AMERIFLEX GROUP, INC.

282

Mar 31, 26

-35

0.00%

Anfield Capital Management, LLC

273

Mar 31, 26

+273

0.00%

Ameritas Investment Partners, Inc.

256

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

245

Mar 31, 26

+245

0.00%

Pacific Center for Financial Services

217

Mar 31, 26

+217

0.00%

ATLAS CAPITAL ADVISORS LLC

196

Mar 31, 26

+196

0.00%

Covestor Ltd

196

Mar 31, 26

+196

0.00%

Millstone Evans Group, LLC

188

Mar 31, 26

0.00%

Eukles Asset Management

186

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

174

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

168

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

162

Mar 31, 26

+162

0.00%

Front Row Advisors LLC

152

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

127

Mar 31, 26

+16

0.00%

Quent Capital, LLC

127

Mar 31, 26

0.00%

Wiser Advisor Group LLC

112

Mar 31, 26

-30

0.00%

Glen Eagle Advisors, LLC

101

Mar 31, 26

+23

0.00%

Synergy Investment Management, LLC

100

Mar 31, 26

+100

0.00%

Salomon & Ludwin, LLC

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-268.06K

0.00%

Prestige Wealth Management Group LLC

Mar 31, 26

0.00%

Solstein Capital, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+68

0.00%

Winthrop Capital Management, LLC

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

+50

0.00%

Elequin Securities, LLC

Mar 31, 26

-11.40K

0.00%

Tidemark, LLC

Mar 31, 26

+40

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+34

0.00%

Asset Dedication, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

+19

0.00%

MONTAG A & ASSOCIATES INC

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+19

0.00%

Copia Wealth Management

Mar 31, 26

-6

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

0.00%

MASECO LLP

Mar 31, 26

0.00%

ELEVATUS WELATH MANAGEMENT

Mar 31, 26

-194.91K

Strategic Advocates LLC

Mar 31, 26

-63

Atlantic Union Bankshares Corp

Mar 31, 26

-3.05K

Qube Research & Technologies Ltd

Mar 31, 26

-20.55K

Pointe Capital Management LLC

Mar 31, 26

-5.55K

Crabel Capital Management, LLC

Mar 31, 26

-54.37K

Quadrature Capital Ltd

Mar 31, 26

-33.46K

Meridian Wealth Management, LLC

Mar 31, 26

-6.06K

BIP Wealth, LLC

Mar 31, 26

-253.62K

Engineers Gate Manager LP

Mar 31, 26

-23.53K

Fairman Group, LLC

Mar 31, 26

-159

CoreFirst Bank & Trust

Mar 31, 26

-1.96K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-886

EVERETT HARRIS & CO /CA/

Mar 31, 26

-11.76K

Garner Asset Management Corp

Mar 31, 26

-200

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-14.42K

HighMark Wealth Management LLC

Mar 31, 26

-140

Diversify Advisory Services, LLC

Mar 31, 26

-9.63K

Wealth Watch Advisors, INC

Mar 31, 26

-954

MONETA GROUP INVESTMENT ADVISORS LLC

Mar 31, 26

-15.76K

Next Capital Management LLC

Mar 31, 26

-5.52K

NEW ENGLAND ASSET MANAGEMENT INC

Mar 31, 26

-100

Clearstead Trust, LLC

Mar 31, 26

-18.50K

FWL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-288

TCTC Holdings, LLC

Mar 31, 26

-2.08K

Global Trust Asset Management, LLC

Mar 31, 26

-15

KCM INVESTMENT ADVISORS LLC

Mar 31, 26

-6.15K

Manchester Capital Management LLC

Mar 31, 26

-105

Northwest & Ethical Investments L.P.

Mar 31, 26

-276.91K

CORRECT CAPITAL WEALTH MANAGEMENT

Mar 31, 26

-5.96K

HB Wealth Management, LLC

Mar 31, 26

-5.54K

Checchi Capital Advisers, LLC

Mar 31, 26

-4.91K

One Day In July LLC

Mar 31, 26

-7.94K

GTS SECURITIES LLC

Mar 31, 26

-162.19K

ADE, LLC

Mar 31, 26

-289.22K

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-1.06K

MAYPORT, LLC

Mar 31, 26

-7.51K

Game Plan Financial Advisors, LLC

Mar 31, 26

-1

FLOW TRADERS U.S. LLC

Mar 31, 26

-54.98K

SCHRODER INVESTMENT MANAGEMENT GROUP

Mar 31, 26

-59.17K

Paradigm Financial Partners, LLC

Mar 31, 26

-10.54K

WoodTrust Financial Corp

Mar 31, 26

-8.86K

Capasso Planning Partners LLC

Mar 31, 26

-13.44K

Hilltop Holdings Inc.

Mar 31, 26

-151.57K

WASHINGTON TRUST BANK

Mar 31, 26

-6.00K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-303.97K

Quarry LP

Mar 31, 26

-160

HighPoint Advisor Group LLC

Mar 31, 26

-8.83K

SAGESPRING WEALTH PARTNERS, LLC

Mar 31, 26

-28.60M

SouthState Corp

Mar 31, 26

-17

VANGUARD GROUP INC

85.04M

Dec 31, 25

+10.27M

3.29%

Yeomans Consulting Group, Inc.

407.36K

Dec 31, 25

+407.36K

0.02%

COMERICA BANK

213.14K

Dec 31, 25

-5.43K

0.01%

BUSH INVESTMENT GROUP, LLC

88.18K

Dec 31, 25

+1.02K

0.00%

Blue Barn Wealth, LLC

73.65K

Dec 31, 25

-213.30K

0.00%

Total Wealth Planning, LLC

45.97K

Dec 31, 25

-366.08K

0.00%

Global Retirement Partners, LLC

44.90K

Dec 31, 25

+25.39K

0.00%

TRUST CO OF VERMONT

37.63K

Dec 31, 25

+17.21K

0.00%

Running Point Capital Advisors, LLC

36.40K

Dec 31, 25

-163

0.00%

SageView Advisory Group, LLC

28.01K

Dec 31, 25

-813

0.00%

Vantage Financial Partners, LLC

10.30K

Dec 31, 25

-94

0.00%

Main Street Financial Solutions, LLC

10.15K

Dec 31, 25

+221

0.00%

Northwest Capital Management Inc

6.95K

Dec 31, 25

-7.28K

0.00%

CIBC Private Wealth Group, LLC

6.32K

Dec 31, 25

-2.73K

0.00%

ORG Partners LLC

5.23K

Dec 31, 25

+548

0.00%

O'Brien Wealth Partners LLC

5.09K

Dec 31, 25

+5.09K

0.00%

NDVR, Inc.

4.50K

Dec 31, 25

+4.50K

0.00%

LongView Asset Management LLC

4.24K

Dec 31, 25

-3.51K

0.00%

TUCKER ASSET MANAGEMENT LLC

2.54K

Dec 31, 25

+2.54K

0.00%

ROVIN CAPITAL /UT/ /ADV

Dec 31, 25

-89.89K

Cadence Bank

Dec 31, 25

-4.24K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-291

Pandora Wealth, Inc.

Dec 31, 25

-2

Sensible Financial Planning & Management, LLC.

1.68M

Sep 30, 25

+72.28K

0.06%

Full Sail Capital, LLC

521.07K

Sep 30, 25

+4.77K

0.02%

OAK HILL WEALTH ADVISORS, LLC

443.41K

Sep 30, 25

+24.97K

0.02%

AllSquare Wealth Management LLC

130.95K

Sep 30, 25

-4.75K

0.01%

FIRST NATIONAL CORP /MA/ /ADV

45.19K

Sep 30, 25

-146

0.00%

MARSHALL FINANCIAL GROUP INC /ADV

38.71K

Sep 30, 25

+1.99K

0.00%

JFG Wealth Management, LLC

35.88K

Sep 30, 25

+8.21K

0.00%

Certus Wealth Management, LLC

34.43K

Sep 30, 25

+4.44K

0.00%

Lion Street Advisors, LLC

26.79K

Sep 30, 25

+10.95K

0.00%

WETHERBY ASSET MANAGEMENT INC

9.86K

Sep 30, 25

+339

0.00%

Bristlecone Advisors, LLC

8.43K

Sep 30, 25

+8.43K

0.00%

Burt Wealth Advisors

8.33K

Sep 30, 25

+10

0.00%

Moloney Securities Asset Management, LLC

7.58K

Sep 30, 25

+2.30K

0.00%

Wealthstream Advisors, Inc.

6.81K

Sep 30, 25

0.00%

Willow Creek Wealth Management Inc.

4.33K

Sep 30, 25

+99

0.00%

Guerra Advisors Inc

434

Sep 30, 25

+434

0.00%

Abich Financial Wealth Management LLC

107

Sep 30, 25

+107

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+63

0.00%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

0.00%

Hemington Wealth Management

Sep 30, 25

0.00%

Copperleaf Capital, LLC

Sep 30, 25

-5.25K

L.M. KOHN & COMPANY

Sep 30, 25

-4.82K

First Horizon Advisors, Inc.

361.31K

Jun 30, 25

+11.75K

0.01%

Atria Wealth Solutions, Inc.

217.27K

Jun 30, 25

-837.83K

0.01%

BIP Alliance, LLC

183.38K

Jun 30, 25

-7.44K

0.01%

AVANTAX ADVISORY SERVICES, INC.

183.30K

Jun 30, 25

+8.31K

0.01%

Congress Wealth Management LLC / DE /

52.42K

Jun 30, 25

+260

0.00%

Benchmark Wealth Management, LLC

45.85K

Jun 30, 25

+16.27K

0.00%

Sebold Capital Management, Inc.

42.95K

Jun 30, 25

-5.63K

0.00%

PrairieView Partners, LLC

41.59K

Jun 30, 25

-221

0.00%

Parkworth Wealth Management, Inc.

31.93K

Jun 30, 25

+1.15K

0.00%

Summit X, LLC

25.72K

Jun 30, 25

+25.72K

0.00%

Jentner Corp

12.02K

Jun 30, 25

-8.08K

0.00%

Elios Financial Group Inc.

6.82K

Jun 30, 25

-676

0.00%

Christopher J. Hasenberg, Inc

498

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

384

Jun 30, 25

+384

0.00%

Financial Gravity Companies, Inc.

335

Jun 30, 25

+335

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

109

Jun 30, 25

+109

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-34

Capital A Wealth Management, LLC

Jun 30, 25

-186

Orion Portfolio Solutions, LLC

598.51K

Mar 31, 25

+102.00K

0.02%

Rappaport Reiches Capital Management, LLC

390.09K

Mar 31, 25

+2.74K

0.02%

Cable Hill Partners, LLC

346.23K

Mar 31, 25

+14.11K

0.01%

Proquility Private Wealth Partners, LLC

60.26K

Mar 31, 25

+52.16K

0.00%

US FINANCIAL ADVISORS, LLC

32.61K

Mar 31, 25

-116

0.00%

Marcum Wealth, LLC

26.34K

Mar 31, 25

+433

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

14.95K

Mar 31, 25

+800

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-34.35K

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-10.42K

HART & PATTERSON FINANCIAL GROUP LLC

191.75K

Dec 31, 24

+4.15K

0.01%

SignalPoint Asset Management, LLC

124.94K

Dec 31, 24

+40.87K

0.00%

HTLF Bank

26.41K

Dec 31, 24

+5.30K

0.00%

Maiden Cove Capital, LLC

20.77K

Dec 31, 24

+3.12K

0.00%

Kades & Cheifetz LLC

16.95K

Dec 31, 24

+16.95K

0.00%

WMS Partners, LLC

10.42K

Dec 31, 24

-6.83K

0.00%

Peninsula Wealth, LLC

9.19K

Dec 31, 24

0.00%

LAKE STREET ADVISORS GROUP, LLC

6.28K

Dec 31, 24

-19.53K

0.00%

Sugarloaf Wealth Management, LLC

2.11K

Dec 31, 24

-1.44K

0.00%

Cassady Schiller Wealth Management, LLC

1.48K

Dec 31, 24

+1.46K

0.00%

Sanctuary Wealth Management, L.L.C.

694

Dec 31, 24

+554

0.00%

Householder Group Estate & Retirement Specialist, LLC

230

Dec 31, 24

-4.89K

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-500

Wellington Wealth Strategies, LLC.

Dec 31, 24

-4.03K

Raymond James Financial Services Advisors, Inc.

564.71K

Sep 30, 24

+26.49K

0.02%

LWMG, LLC

537.47K

Sep 30, 24

+26.71K

0.02%

Source Financial Advisors LLC

156.63K

Sep 30, 24

+2.08K

0.01%

RAYMOND JAMES & ASSOCIATES

141.70K

Sep 30, 24

+2.23K

0.01%

All Season Financial Advisors, Inc.

101.69K

Sep 30, 24

+101.69K

0.00%

Aspire Wealth Management Corp

26.18K

Sep 30, 24

+1.20K

0.00%

Advisory Services & Investments, LLC

22.17K

Sep 30, 24

+1.61K

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

17.22K

Sep 30, 24

+7.50K

0.00%

Annapolis Financial Services, LLC

14.34K

Sep 30, 24

-2.35K

0.00%

RAYMOND JAMES TRUST N.A.

12.01K

Sep 30, 24

+216

0.00%

Brophy Wealth Management, LLC

11.88K

Sep 30, 24

+11.88K

0.00%

Hyperion Partners, LLC

7.40K

Sep 30, 24

-636

0.00%

Axiom Advisory, LLC

5.95K

Sep 30, 24

+128

0.00%

Naples Money Management LLC

1.99K

Sep 30, 24

+1.78K

0.00%

Carmichael Hill & Associates, Inc.

748

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

673

Sep 30, 24

+81

0.00%

First Personal Financial Services

182

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

115

Sep 30, 24

+115

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+23

0.00%

BlackRock Inc.

386.29K

Jun 30, 24

+18.78K

0.01%

Coombe, Bender & Co LLC

66.28K

Jun 30, 24

+1.11K

0.00%

GIRARD PARTNERS LTD.

36.51K

Jun 30, 24

-119

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

21.04K

Jun 30, 24

-3.75K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.51K

Jun 30, 24

+253

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-18.77K

0.00%

Private Ocean, LLC

Jun 30, 24

+47

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

HoyleCohen, LLC

Jun 30, 24

-15.93K

Cetera Advisor Networks LLC

1.58M

Mar 31, 24

+3.64K

0.06%

Cetera Advisors LLC

567.63K

Mar 31, 24

+156.11K

0.02%

Charles Schwab Investment Advisory, Inc.

539.95K

Mar 31, 24

-41.34K

0.02%

Manning & Napier Group, LLC

32.14K

Mar 31, 24

-884

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

16.48K

Mar 31, 24

0.00%

Bromfield Sneider Wealth Advisors

5.80K

Mar 31, 24

+21

0.00%

Coulter & Justus Financial Services, LLC

4.39K

Mar 31, 24

+4.39K

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Bridgeworth, LLC

848.98K

Dec 31, 23

+7.39K

0.03%

First Ascent Asset Management, LLC

538.57K

Dec 31, 23

+25.68K

0.02%

Resource Planning Group

110.27K

Dec 31, 23

+71.74K

0.00%

Bartlett & Co. LLC

48.30K

Dec 31, 23

-59.03K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

25.02K

Dec 31, 23

+25.02K

0.00%

Baystate Wealth Management LLC

12.52K

Dec 31, 23

+1.37K

0.00%

DFPG INVESTMENTS, LLC

11.36K

Dec 31, 23

-1.09K

0.00%

Simplicity Solutions, LLC

9.31K

Dec 31, 23

+863

0.00%

Day & Ennis, LLC

4.09K

Dec 31, 23

+4.09K

0.00%

DUBUQUE BANK & TRUST CO

18.76K

Sep 30, 23

0.00%

BEDEL FINANCIAL CONSULTING INC

10.64K

Sep 30, 23

+10.64K

0.00%

Steward Financial Group LLC

10.36K

Sep 30, 23

+10.36K

0.00%

PATHSTONE FAMILY OFFICE, LLC

9.56K

Sep 30, 23

-155

0.00%

COMERICA SECURITIES,INC.

8.77K

Sep 30, 23

+8.77K

0.00%

TIEDEMANN ADVISORS, LLC

8.15K

Sep 30, 23

+41

0.00%

3D/L Capital Management, LLC

6.69K

Sep 30, 23

-5.89K

0.00%

Truadvice, LLC

5.08K

Sep 30, 23

-1.27K

0.00%

KENFARB & CO.

906

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

252

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

125

Sep 30, 23

0.00%

Column Capital Advisors, LLC

Sep 30, 23

-103

VALLEY FINANCIAL MANAGEMENT, INC.

73.20K

Jun 30, 23

+12.06K

0.00%

Financial Architects, Inc

36.73K

Jun 30, 23

-8.41K

0.00%

Kistler-Tiffany Companies, LLC

2.12K

Jun 30, 23

+225

0.00%

BDO Wealth Advisors, LLC

500

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

Jun 30, 23

+50

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-213

Baldrige Asset Management LLC

62.41K

Mar 31, 23

+4.35K

0.00%

Ascendant Capital Management, LLC

54.00K

Mar 31, 23

+54.00K

0.00%

Ahrens Investment Partners LLC

25.70K

Mar 31, 23

-33.86K

0.00%

Fullen Financial Group

23.69K

Mar 31, 23

+8.73K

0.00%

Barber Financial Group, Inc.

4.83K

Mar 31, 23

+367

0.00%

Personal Capital Advisors Corp

4.67M

Dec 31, 22

+121.86K

0.18%

Sanford Advisory Services, LLC

73.15K

Dec 31, 22

+73.15K

0.00%

Sargent Bickham Lagudis LLC

19.31K

Dec 31, 22

+18.27K

0.00%

Burleson & Company, LLC

7.05K

Dec 31, 22

0.00%

Capital Directions Investment Advisors, LLC

1.53K

Dec 31, 22

+1.53K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

287

Dec 31, 22

-33

0.00%

St. James Investment Advisors, LLC

Dec 31, 22

-15.98K

0.00%

Portfolio Solutions, LLC

333.62K

Sep 30, 22

+109.06K

0.01%

DOWLING & YAHNKE LLC

53.96K

Sep 30, 22

-4.09K

0.00%

FourThought Financial, LLC

37.91K

Sep 30, 22

0.00%

American Portfolios Advisors

26.36K

Sep 30, 22

-2.96K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

22.48K

Sep 30, 22

-769

0.00%

Blooom, Inc.

18.20K

Sep 30, 22

-1.11K

0.00%

REGENTATLANTIC CAPITAL LLC

9.97K

Sep 30, 22

+5.58K

0.00%

MUFG Americas Holdings Corp

9.15K

Sep 30, 22

-1.60K

0.00%

EATON VANCE MANAGEMENT

5.91K

Sep 30, 22

-1.98K

0.00%

CPWM, LLC

5.05K

Sep 30, 22

+5.05K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.57K

Sep 30, 22

-5.46K

0.00%

Strategic Asset Management, LLC

183

Sep 30, 22

0.00%

Bell Rock Capital LLC

Sep 30, 22

-42.63K

ACG Wealth

Sep 30, 22

-1.37K

Spearhead Capital Advisors, LLC

Sep 30, 22

-8.51K

NextCapital Advisers, Inc.

3.61M

Jun 30, 22

+33.08K

0.14%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

28.32K

Jun 30, 22

+15.59K

0.00%

HC FINANCIAL ADVISORS INC

10.44K

Jun 30, 22

0.00%

Private Capital Group, LLC

7.57K

Jun 30, 22

-69.27K

0.00%

Cordasco Financial Network

1.50K

Jun 30, 22

0.00%

BREWIN DOLPHIN LTD

499

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

EXANE DERIVATIVES

Jun 30, 22

-2.91K

CAPITAL ONE FINANCIAL CORP

119.06K

Mar 31, 22

-428.80K

0.00%

SVB Investment Services Inc.

31.34K

Mar 31, 22

-41

0.00%

Financial Planners of Cleveland, Inc.

6.29K

Mar 31, 22

+6.29K

0.00%

Lenox Wealth Advisors, LLC

602

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-794

Holloway Wealth Management, LLC

Mar 31, 22

-9

MD Financial Management Inc.

805.92K

Dec 31, 21

-21.45K

0.03%

JBJ Investment Partners, LLC

484.23K

Dec 31, 21

-15.80K

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

117.02K

Dec 31, 21

+113.35K

0.00%

NEXT Financial Group, Inc

112.32K

Dec 31, 21

+33.08K

0.00%

Paradigm Financial Advisors, LLC

23.28K

Dec 31, 21

-251

0.00%

REILLY FINANCIAL ADVISORS, LLC

4.03K

Dec 31, 21

+644

0.00%

Biltmore Capital Advisors LLC

3.90K

Dec 31, 21

+3.90K

0.00%

Hayden Royal, LLC

2.46K

Dec 31, 21

+2.46K

0.00%

Carroll Financial Associates, Inc.

1.34K

Dec 31, 21

0.00%

FIRST MERCANTILE TRUST CO

46.19K

Sep 30, 21

-5.89K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

43.90K

Sep 30, 21

-1.79K

0.00%

HATTON CONSULTING, INC.

42.48K

Sep 30, 21

-5.40K

0.00%

LEVEL FOUR FINANCIAL, LLC

16.79K

Sep 30, 21

-277

0.00%

Ameritas Investment Company, LLC

16.31K

Sep 30, 21

+8.05K

0.00%

Homrich & Berg

13.09K

Sep 30, 21

-2.52K

0.00%

Optimal Asset Management, Inc.

Sep 30, 21

-3.75K

QS Investors, LLC

1.69M

Jun 30, 21

-570.90K

0.07%

AdvicePeriod, LLC

635.49K

Jun 30, 21

+438

0.02%

Nachman Norwood & Parrott, Inc

389.02K

Jun 30, 21

+10.69K

0.02%

Novak Financial Planning, LLC

19.34K

Jun 30, 21

+119

0.00%

Financial Consulate Inc.

16.14K

Jun 30, 21

+16.14K

0.00%

FormulaFolio Investments, LLC

7.18K

Jun 30, 21

-638

0.00%

Hoover Financial Advisors, Inc.

477

Jun 30, 21

+198

0.00%

PICTET ASSET MANAGEMENT LTD

Jun 30, 21

-47.90K

CAMDEN NATIONAL CORP

139.72K

Mar 31, 21

+139.72K

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

5.33K

Mar 31, 21

+526

0.00%

DWM Financial Group, Inc.

64.41K

Dec 31, 20

+334

0.00%

SVA Wealth Management, LLC

12.60K

Dec 31, 20

-99

0.00%

NewFocus Financial Group, LLC

3.69K

Dec 31, 20

-173

0.00%

Confluence Wealth Management LLC

234.33K

Sep 30, 20

-6.79K

0.01%

First Allied Advisory Services, Inc.

198.45K

Sep 30, 20

-8.09K

0.01%

LifePlan Financial Group, Inc

121.96K

Sep 30, 20

+1.18K

0.00%

Wealthspire Advisors, L.P.

24.38K

Sep 30, 20

+10.42K

0.00%

Partnervest Advisory Services LLC

14.27K

Sep 30, 20

+2.66K

0.00%

ETRADE Capital Management LLC

7.96K

Sep 30, 20

+1.65K

0.00%

QUANTUM CAPITAL MANAGEMENT

Sep 30, 20

0.00%

Lucia Wealth Services, LLC

Sep 30, 20

-1.69K

Global Financial Private Capital, Inc

568.85K

Jun 30, 20

+57.49K

0.02%

Maxim Capital Management LLC

28.81K

Jun 30, 20

-34.98K

0.00%

TRUEWEALTH LLC

20.27K

Jun 30, 20

+324

0.00%

Stellar Capital Management, LLC

4.49K

Jun 30, 20

-3.45K

0.00%

Lenox Wealth Management, Inc.

586

Jun 30, 20

+228

0.00%

Huber Financial Advisors, LLC

822.46K

Mar 31, 20

+18.65K

0.03%

Foothills Asset Management, Ltd.

20.39K

Mar 31, 20

+5.31K

0.00%

Squar Milner Financial Services LLC

376

Mar 31, 20

0.00%

GQ Asset Management, LLC

303

Mar 31, 20

+10

0.00%

Advisor Group, Inc.

2.83M

Dec 31, 19

-43.16K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.15M

Dec 31, 19

-17.11K

0.04%

CAPITAL ONE, NATIONAL ASSOCIATION

389.03K

Dec 31, 19

+389.03K

0.02%

OptiFour Integrated Wealth Management, LLC

93.00K

Dec 31, 19

-46

0.00%

Highstreet Asset Management Inc.

2.45K

Dec 31, 19

-617

0.00%

Beacon Pointe Wealth Advisors, LLC

Dec 31, 19

-7.30K

Capital One Investing, Inc.

338.53K

Sep 30, 19

+31.14K

0.01%

BB&T SECURITIES, LLC

296.02K

Sep 30, 19

+47.59K

0.01%

Guidant Wealth Advisors

230.40K

Sep 30, 19

+11.25K

0.01%

MADRONA FUNDS, LLC

85.09K

Sep 30, 19

+85.09K

0.00%

American Financial Network Advisory Services LLC

35.48K

Sep 30, 19

-29.75K

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

9.12K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

946

Sep 30, 19

0.00%

MRA Associates USA LLC

Sep 30, 19

-177

0.00%

PERSONAL FINANCIAL CONSULTANTS INC /ADV

143.40K

Jun 30, 19

+929

0.01%

Manifold Partners, LLC

29.60K

Jun 30, 19

-85.60K

0.00%

INR ADVISORY SERVICES LLC

807.80K

Mar 31, 19

+24.86K

0.03%

TD Ameritrade Trust Co

78.86K

Mar 31, 19

-1.76K

0.00%

HL FINANCIAL SERVICES LLC

19.18K

Mar 31, 19

+9.89K

0.00%

Stokes & Hubbell Capital Management, LLC

10.53K

Mar 31, 19

+409

0.00%

Live Your Vision, LLC

1.67K

Mar 31, 19

-336

0.00%

NEXT Financial Holdings

188

Mar 31, 19

+188

0.00%

Catamount Wealth Management

Mar 31, 19

+34

0.00%

WealthTrust Fairport, LLC

Mar 31, 19

-232

COMERICA SECURITIES INC

8.52K

Dec 31, 18

-427

0.00%

Palo Capital, Inc.

4.80K

Dec 31, 18

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

2.60K

Sep 30, 18

-7

0.00%

Vantage Investment Advisors, LLC

1.54K

Sep 30, 18

0.00%

KHP Capital, LLC

Sep 30, 18

-11

Delta Dental Plan of Michigan, Inc.

611.96K

Jun 30, 18

+150

0.02%

Mosaic Financial Partners, Inc.

97.41K

Jun 30, 18

+2.15K

0.00%

Edge Advisors, LLC

591

Jun 30, 18

0.00%

Hefty Wealth Partners

Mar 31, 18

-103.63K

Oak Point Wealth Management

Mar 31, 18

-31.53K

IFC Holdings Incorporated/FL

1.02M

Dec 31, 17

+1.11K

0.04%

SII INVESTMENTS INC/WI

411.16K

Dec 31, 17

-285.92K

0.02%

Yellowstone Partners, LLC

16.62K

Dec 31, 17

+720

0.00%

AURORA FINANCIAL ADVISORS, LLC

6.09K

Dec 31, 17

+6.09K

0.00%

NATIONAL PLANNING CORP

650

Dec 31, 17

-377.06K

0.00%

BB&T INVESTMENT SERVICES, INC.

527

Dec 31, 17

-222

0.00%

Portfolio Strategies Inc

159

Dec 31, 17

+26

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-457.71K

Concert Wealth Management Inc.

Sep 30, 17

-4.43K

Commonwealth Equity Services, Inc

411.08K

Jun 30, 17

+136.50K

0.02%

Virtu KCG Holdings LLC

124.46K

Jun 30, 17

+98.52K

0.00%

WFG Advisors, LP

Jun 30, 17

0.00%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-4.14K

Parasol Investment Management, LLC

33.25K

Mar 31, 17

-3.73K

0.00%

CT Financial Advisors LLC

4.60K

Mar 31, 17

0.00%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

+64

0.00%

MSI Financial Services Inc

51.08K

Dec 31, 16

+15.00K

0.00%

Trutina Financial LLC

24.01K

Dec 31, 16

+1.31K

0.00%

VECTOR WEALTH MANAGEMENT, LLC

14.23K

Dec 31, 16

+565

0.00%

BlackRock Investment Management, LLC

7.94K

Dec 31, 16

+7.92K

0.00%

Braver Wealth Management, LLC

4.05K

Dec 31, 16

+4.05K

0.00%

Stanford Investment Group, Inc.

247

Dec 31, 16

0.00%

WESTPORT RESOURCES MANAGEMENT INC

200

Sep 30, 16

-950

0.00%

Investors Capital Advisory Services

Jun 30, 16

-3.71K

HHG & Company, LLC

16.55K

Mar 31, 16

0.00%

Gupta Wealth Management LLC

7.07K

Mar 31, 16

+496

0.00%

Carnick & Kubik, LLC

Mar 31, 16

-24.90K

CURIAN CAPITAL LLC

197.47K

Dec 31, 15

-602.71K

0.01%

SMITH HAYES Advisers, Inc

6.95K

Dec 31, 15

-307

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

0.00%

FutureAdvisor, Inc.

462.62K

Sep 30, 15

+96.11K

0.02%

CITY NATIONAL BANK

9.85K

Sep 30, 15

+4.45K

0.00%

MANAGED ACCOUNT ADVISORS LLC

1.65M

Jun 30, 15

+206.49K

0.06%

Placemark Investments, Inc.

5.37K

Dec 31, 14

+5.37K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

557

Dec 31, 14

0.00%

UBS AG

3.13M

Sep 30, 14

+2.12M

0.12%

COMMUNITY BANK SYSTEM, INC.

99.47K

Sep 30, 14

+25

0.00%

MARCUARD FAMILY OFFICE LTD

6.05K

Sep 30, 14

+6.05K

0.00%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

984

Sep 30, 14

0.00%

KNIGHT CAPITAL GROUP LLC

21.14K

Jun 30, 13

+21.14K

0.00%