Invesco BulletShares 2028 Corporate Bond ETF(BSCS)

$20.39—

Chart

Invesco BulletShares 2028 Corporate Bond ETF(BSCS)

NASDAQ

$20.39—

Chart Studio

BSCS(BSCS)

BSCS

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 445 Institutional Holders

Holder	Shares	Date	Change	% Held
TLWM	1.65M	Jun 30, 26	+30.11K	0.95%
Brookstone Capital Management	1.35M	Jun 30, 26	-71.93K	0.78%
Clark Asset Management, LLC	1.26M	Jun 30, 26	+150.01K	0.73%
KIRR MARBACH & CO LLC /IN/	635.97K	Jun 30, 26	-8.91K	0.37%
HENGEHOLD CAPITAL MANAGEMENT LLC	484.79K	Jun 30, 26	+17.51K	0.28%
Ledgewood Wealth Advisors, LLC	450.04K	Jun 30, 26	+14.94K	0.26%
Red Spruce Capital, LLC	441.22K	Jun 30, 26	+4.01K	0.26%
Sound Stewardship, LLC	437.45K	Jun 30, 26	+14.53K	0.25%
Paradiem, LLC	355.19K	Jun 30, 26	+4.58K	0.21%
BCS Wealth Management	350.46K	Jun 30, 26	+17.05K	0.20%
Meriwether Wealth & Planning, LLC	345.99K	Jun 30, 26	+328.29K	0.20%
Parisi Gray Wealth Management	325.87K	Jun 30, 26	+1.06K	0.19%
Trilogy Capital Inc.	242.60K	Jun 30, 26	+9.93K	0.14%
Prospera Financial Services Inc	187.85K	Jun 30, 26	+7.15K	0.11%
Infinity Wealth Counsel, LLC	186.66K	Jun 30, 26	+8.65K	0.11%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	168.46K	Jun 30, 26	+708	0.10%
Matthew Goff Investment Advisor, LLC	156.19K	Jun 30, 26	+83.82K	0.09%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	148.84K	Jun 30, 26	+326	0.09%
WHITENER CAPITAL MANAGEMENT, INC.	148.31K	Jun 30, 26	+18.45K	0.09%
Hennion & Walsh Asset Management, Inc.	140.06K	Jun 30, 26	-7.72K	0.08%
Lantz Financial LLC	139.78K	Jun 30, 26	+43	0.08%
Oliver Luxxe Assets LLC	138.59K	Jun 30, 26	-9.99K	0.08%
Kohmann Bosshard Financial Services, LLC	121.21K	Jun 30, 26	--	0.07%
Dynamic Advisor Solutions LLC	115.08K	Jun 30, 26	+33.22K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	104.98K	Jun 30, 26	-5.92K	0.06%
First City Capital Management, Inc.	78.43K	Jun 30, 26	+9.12K	0.05%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	76.94K	Jun 30, 26	+2.64K	0.04%
Accurate Wealth Management, LLC	74.39K	Jun 30, 26	+454	0.04%
EVERPAR ADVISORS LLC	73.94K	Jun 30, 26	+8.17K	0.04%
BEACON FINANCIAL GROUP	62.45K	Jun 30, 26	-2.31K	0.04%
Segment Wealth Management, LLC	60.69K	Jun 30, 26	+1.05K	0.04%
Independence Bank of Kentucky	59.07K	Jun 30, 26	+2.88K	0.03%
Apella Capital, LLC	51.84K	Jun 30, 26	+765	0.03%
XY Planning Network, Inc.	51.12K	Jun 30, 26	+1.87K	0.03%
SAX WEALTH ADVISORS, LLC	46.41K	Jun 30, 26	+8.76K	0.03%
Legacy Wealth Management, LLC / MS	45.80K	Jun 30, 26	-745	0.03%
Cypress Wealth Services, LLC	44.17K	Jun 30, 26	+2.49K	0.03%
CITY HOLDING CO	43.09K	Jun 30, 26	+43.09K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	35.87K	Jun 30, 26	-6.55K	0.02%
VOISARD ASSET MANAGEMENT GROUP, INC.	27.34K	Jun 30, 26	+14	0.02%
Comprehensive Financial Consultants Institutional, Inc.	27.26K	Jun 30, 26	-48	0.02%
Ballew Advisors, Inc	27.23K	Jun 30, 26	--	0.02%
Wedmont Private Capital	26.80K	Jun 30, 26	+26.80K	0.02%
Apeiron RIA LLC	26.04K	Jun 30, 26	-37.56K	0.02%
Wealthcare Advisory Partners LLC	23.58K	Jun 30, 26	+5.20K	0.01%
Net Worth Advisory Group	22.94K	Jun 30, 26	-24.43K	0.01%
Redhawk Wealth Advisors, Inc.	20.77K	Jun 30, 26	+89	0.01%
MEMBERS WEALTH LLC	20.09K	Jun 30, 26	+1	0.01%
RVW Wealth, LLC	19.52K	Jun 30, 26	+1.27K	0.01%
SMI Advisory Services, LLC	18.96K	Jun 30, 26	+1.78K	0.01%
Crews Bank & Trust	18.07K	Jun 30, 26	-1.50K	0.01%
DAVENPORT & Co LLC	17.59K	Jun 30, 26	+4.89K	0.01%
Bill Few Associates, Inc.	15.34K	Jun 30, 26	--	0.01%
Certified Advisory Corp	14.73K	Jun 30, 26	-7.36K	0.01%
SigFig Wealth Management, LLC	12.05K	Jun 30, 26	+81	0.01%
Davis Capital Management	11.33K	Jun 30, 26	+245	0.01%
Commonwealth Financial Services, LLC	10.84K	Jun 30, 26	+10.84K	0.01%
Somerset Trust Co	10.75K	Jun 30, 26	+10.75K	0.01%
Integris Wealth Management, LLC	10.29K	Jun 30, 26	+113	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	9.92K	Jun 30, 26	+9.92K	0.01%
ETF Portfolio Partners, Inc.	9.91K	Jun 30, 26	--	0.01%
EASTERN BANK	6.69K	Jun 30, 26	-952	0.00%
Marquette Asset Management, LLC	3.87K	Jun 30, 26	--	0.00%
Sarver Vrooman Wealth Advisors	3.09K	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	1.70K	Jun 30, 26	+400	0.00%
West Branch Capital LLC	1.08K	Jun 30, 26	+11	0.00%
Aspect Partners, LLC	975	Jun 30, 26	--	0.00%
City State Bank	967	Jun 30, 26	--	0.00%
GAMMA Investing LLC	845	Jun 30, 26	+43	0.00%
HARBOR INVESTMENT ADVISORY, LLC	440	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	433	Jun 30, 26	--	0.00%
CX Institutional	352	Jun 30, 26	-961	0.00%
First PREMIER Bank	305	Jun 30, 26	--	0.00%
Flaharty Asset Management, LLC	--	Jun 30, 26	-36.59K	--
BIRCHBROOK, INC.	--	Jun 30, 26	-250	--
OLD NATIONAL BANCORP /IN/	--	Jun 30, 26	-24.55K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-9.93K	--
MORGAN STANLEY	9.09M	Mar 31, 26	+461.69K	5.26%
WELLS FARGO & COMPANY/MN	7.88M	Mar 31, 26	+48.66K	4.55%
LPL Financial LLC	7.65M	Mar 31, 26	+368.88K	4.42%
RAYMOND JAMES FINANCIAL INC	6.21M	Mar 31, 26	-55.01K	3.59%
Lido Advisors, LLC	4.92M	Mar 31, 26	-420.37K	2.85%
UBS Group AG	4.81M	Mar 31, 26	+1.12M	2.78%
TruWealth Advisors, LLC	4.54M	Mar 31, 26	+66.71K	2.63%
BANK OF AMERICA CORP /DE/	4.47M	Mar 31, 26	+752.04K	2.58%
Invesco Ltd.	3.53M	Mar 31, 26	+240.73K	2.04%
Clearstead Advisors, LLC	3.26M	Mar 31, 26	+192.91K	1.88%
Hills Bank & Trust Co	2.48M	Mar 31, 26	+94.06K	1.43%
MAI Capital Management	2.31M	Mar 31, 26	+258.58K	1.34%
Fusion Family Wealth LLC	2.25M	Mar 31, 26	+155.85K	1.30%
ROYAL BANK OF CANADA	2.12M	Mar 31, 26	+412.78K	1.22%
SNS Financial Group, LLC	1.70M	Mar 31, 26	+470.70K	0.98%
DAVIS R M INC	1.30M	Mar 31, 26	+91.19K	0.75%
MONECO Advisors, LLC	1.25M	Mar 31, 26	+44.95K	0.72%
Cambridge Investment Research Advisors, Inc.	1.24M	Mar 31, 26	+125.27K	0.72%
ADVISOR GROUP HOLDINGS, INC.	1.20M	Mar 31, 26	+109.41K	0.69%
ENVESTNET ASSET MANAGEMENT INC	1.18M	Mar 31, 26	+96.39K	0.68%
Anchor Investment Management, LLC	1.15M	Mar 31, 26	+65.95K	0.67%
STIFEL FINANCIAL CORP	1.13M	Mar 31, 26	+263.03K	0.65%
MML INVESTORS SERVICES, LLC	1.13M	Mar 31, 26	+114.77K	0.65%
MANCHESTER FINANCIAL INC	1.03M	Mar 31, 26	+16.30K	0.59%
Sequoia Financial Advisors, LLC	930.66K	Mar 31, 26	-38.05K	0.54%
Baird Financial Group, Inc.	895.12K	Mar 31, 26	+22.84K	0.52%
Legacy Financial Group LLC	872.98K	Mar 31, 26	+13.77K	0.50%
AMERIPRISE FINANCIAL INC	854.35K	Mar 31, 26	-56.60K	0.49%
WILEY BROS.-AINTREE CAPITAL, LLC	826.49K	Mar 31, 26	+10.12K	0.48%
SHUFRO ROSE & CO LLC	821.60K	Mar 31, 26	+17.70K	0.48%
Cornerstone Wealth Management, LLC	820.30K	Mar 31, 26	+103.17K	0.47%
Asset Dedication, LLC	769.82K	Mar 31, 26	-22.51K	0.45%
Sentinus, LLC	718.87K	Mar 31, 26	-109.85K	0.42%
CAPTRUST FINANCIAL ADVISORS	715.28K	Mar 31, 26	+81.24K	0.41%
GPM Growth Investors, Inc.	663.92K	Mar 31, 26	+1.63K	0.38%
COMMONWEALTH EQUITY SERVICES, LLC	637.76K	Mar 31, 26	+162.82K	0.37%
NewEdge Advisors, LLC	635.43K	Mar 31, 26	+6.19K	0.37%
Sanctuary Advisors, LLC	633.79K	Mar 31, 26	+159.46K	0.37%
Cornerstone Planning, LLC	622.57K	Mar 31, 26	+198.57K	0.36%
Goepper Burkhardt LLC	620.56K	Mar 31, 26	+42.46K	0.36%
JONES FINANCIAL COMPANIES LLLP	593.40K	Mar 31, 26	+132.08K	0.34%
Atlantic Union Bankshares Corp	579.30K	Mar 31, 26	+57.48K	0.33%
KESTRA PRIVATE WEALTH SERVICES, LLC	549.76K	Mar 31, 26	+426.95K	0.32%
CENTRAL VALLEY ADVISORS, LLC	541.66K	Mar 31, 26	+47.76K	0.31%
COOKSON PEIRCE & CO INC	539.70K	Mar 31, 26	+3.00K	0.31%
Straight Path Wealth Management	539.17K	Mar 31, 26	+28.21K	0.31%
Independent Advisor Alliance	526.15K	Mar 31, 26	+526.15K	0.30%
Ironwood Financial, llc	512.66K	Mar 31, 26	+563	0.30%
First International Bank of Israel Ltd.	498.00K	Mar 31, 26	--	0.29%
Colony Group, LLC	472.46K	Mar 31, 26	+956	0.27%
CVFG LLC	453.30K	Mar 31, 26	+453.30K	0.26%
VAUGHAN DAVID INVESTMENTS LLC/IL	452.23K	Mar 31, 26	+17.52K	0.26%
Cetera Investment Advisers	451.57K	Mar 31, 26	+70.29K	0.26%
AMJ Financial Wealth Management	449.38K	Mar 31, 26	+2.04K	0.26%
Kestra Advisory Services, LLC	434.86K	Mar 31, 26	+23.60K	0.25%
Ausdal Financial Partners, Inc.	434.62K	Mar 31, 26	+97.32K	0.25%
TCG Advisory Services, LLC	401.00K	Mar 31, 26	+20.93K	0.23%
Colonial Trust Advisors	396.39K	Mar 31, 26	+33.42K	0.23%
Summit Financial, LLC	391.23K	Mar 31, 26	+4.61K	0.23%
Marietta Wealth Management, LLC	364.08K	Mar 31, 26	+18.79K	0.21%
CWM, LLC	363.37K	Mar 31, 26	-39.46K	0.21%
ProVise Management Group, LLC	361.44K	Mar 31, 26	+64.17K	0.21%
WEBSTER BANK, N. A.	360.11K	Mar 31, 26	+128.03K	0.21%
VISTA INVESTMENT MANAGEMENT	347.68K	Mar 31, 26	-24.27K	0.20%
Carnegie Capital Asset Management, LLC	343.29K	Mar 31, 26	+35.72K	0.20%
SFE Investment Counsel	340.80K	Mar 31, 26	+24.16K	0.20%
OLD SECOND NATIONAL BANK OF AURORA	340.22K	Mar 31, 26	+336.49K	0.20%
BCS Wealth Management	333.42K	Mar 31, 26	-329.08K	0.19%
Private Advisor Group, LLC	326.45K	Mar 31, 26	+55.11K	0.19%
Carmel Capital Partners, LLC	317.90K	Mar 31, 26	+19.84K	0.18%
MGO ONE SEVEN LLC	312.15K	Mar 31, 26	+19.49K	0.18%
Wilkins Miller Wealth Management, LLC	306.72K	Mar 31, 26	-7.17K	0.18%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	287.20K	Mar 31, 26	+30.11K	0.17%
MORTON COMMUNITY BANK	283.01K	Mar 31, 26	+4.01K	0.16%
Souders Financial Advisors	277.95K	Mar 31, 26	+2.50K	0.16%
HOWARD WEALTH MANAGEMENT, LLC	269.08K	Mar 31, 26	+8.61K	0.16%
Laurel Wealth Advisors LLC	265.85K	Mar 31, 26	+19.51K	0.15%
Beacon Pointe Advisors, LLC	262.80K	Mar 31, 26	+154.02K	0.15%
Farnam Financial LLC	259.87K	Mar 31, 26	+3.54K	0.15%
Colonial Trust Co / SC	243.20K	Mar 31, 26	-154	0.14%
Evergreen Wealth Solutions, LLC	239.53K	Mar 31, 26	+9.77K	0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	228.21K	Mar 31, 26	+36.15K	0.13%
Berger Financial Group, Inc	226.43K	Mar 31, 26	-1.22K	0.13%
AA Financial Advisors, LLC	222.26K	Mar 31, 26	+60.19K	0.13%
Old Port Advisors	217.95K	Mar 31, 26	+19.08K	0.13%
Integrated Wealth Concepts LLC	217.95K	Mar 31, 26	+37.96K	0.13%
HighPoint Advisor Group LLC	212.92K	Mar 31, 26	-71.01K	0.12%
Atria Investments, Inc	203.76K	Mar 31, 26	+18.68K	0.12%
Horizons Wealth Management	202.14K	Mar 31, 26	+9.76K	0.12%
Geneos Wealth Management Inc.	200.29K	Mar 31, 26	+8.63K	0.12%
CITADEL ADVISORS LLC	188.68K	Mar 31, 26	+188.68K	0.11%
Prospera Financial Services Inc	180.71K	Mar 31, 26	+16.99K	0.10%
Equitable Holdings, Inc.	179.21K	Mar 31, 26	+3.79K	0.10%
River Street Advisors LLC	174.07K	Mar 31, 26	+162.74K	0.10%
S.E.E.D. Planning Group LLC	169.79K	Mar 31, 26	+2.87K	0.10%
STEPHENS INC /AR/	166.38K	Mar 31, 26	+15.90K	0.10%
Aspen Investment Management Inc	163.29K	Mar 31, 26	-419	0.09%
CRA Financial Services, LLC	156.87K	Mar 31, 26	+32.21K	0.09%
Leisure Capital Management	151.00K	Mar 31, 26	-6.25K	0.09%
GILL CAPITAL PARTNERS, LLC	148.46K	Mar 31, 26	+6.66K	0.09%
NOVARE CAPITAL MANAGEMENT LLC	148.02K	Mar 31, 26	-2.10K	0.09%
AlphaStar Capital Management, LLC	147.83K	Mar 31, 26	+13.62K	0.09%
VestGen Advisors, LLC	145.28K	Mar 31, 26	+27.57K	0.08%
Addison Advisors LLC	145.22K	Mar 31, 26	+10.31K	0.08%
Opulen Financial Group LLC	144.62K	Mar 31, 26	+10.53K	0.08%
EVEXIA WEALTH LLC	143.41K	Mar 31, 26	+20.95K	0.08%
SILVERLAKE WEALTH MANAGEMENT LLC	137.24K	Mar 31, 26	+25.02K	0.08%
Gladstone Institutional Advisory LLC	132.34K	Mar 31, 26	+7.34K	0.08%
HUNTINGTON NATIONAL BANK	128.74K	Mar 31, 26	-13.36K	0.07%
Pacific Wealth Strategies Group, Inc.	126.69K	Mar 31, 26	+28.45K	0.07%
Ellevest, Inc.	125.94K	Mar 31, 26	+1.63K	0.07%
Kohmann Bosshard Financial Services, LLC	121.21K	Mar 31, 26	-1.50K	0.07%
TFR Capital, LLC.	118.29K	Mar 31, 26	+118.29K	0.07%
HighTower Advisors, LLC	114.55K	Mar 31, 26	-3.17K	0.07%
Genesis Wealth Advisors, LLC	111.48K	Mar 31, 26	+1.84K	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	111.02K	Mar 31, 26	-5.82K	0.06%
Coastal Bridge Advisors, LLC	110.58K	Mar 31, 26	+11.16K	0.06%
Key FInancial Inc	105.33K	Mar 31, 26	+33.91K	0.06%
Allworth Financial LP	102.78K	Mar 31, 26	+14.69K	0.06%
Tenon Financial LLC	97.20K	Mar 31, 26	+19.53K	0.06%
Richmond Investment Services, LLC	96.23K	Mar 31, 26	+4.64K	0.06%
TRUIST FINANCIAL CORP	92.94K	Mar 31, 26	+12.55K	0.05%
Heritage Trust Co	92.90K	Mar 31, 26	+11.38K	0.05%
Creative Planning	91.40K	Mar 31, 26	+4.62K	0.05%
SEMITAM BONAM LLC	90.33K	Mar 31, 26	+8.38K	0.05%
MISSION WEALTH MANAGEMENT, LP	89.79K	Mar 31, 26	+89.79K	0.05%
FCA CORP /TX	88.80K	Mar 31, 26	+9.61K	0.05%
Redwood Financial Network Corp	87.34K	Mar 31, 26	+6.57K	0.05%
Aptus Capital Advisors, LLC	82.89K	Mar 31, 26	-1.21K	0.05%
Wingate Wealth Advisors, Inc.	81.42K	Mar 31, 26	+2.09K	0.05%
G2 CAPITAL MANAGEMENT, LLC / OH	81.42K	Mar 31, 26	+867	0.05%
Roundview Capital LLC	79.65K	Mar 31, 26	--	0.05%
Redmond Asset Management, LLC	75.58K	Mar 31, 26	+710	0.04%
Accurate Wealth Management, LLC	73.94K	Mar 31, 26	+15.50K	0.04%
EP Wealth Advisors, LLC	73.42K	Mar 31, 26	-1.22K	0.04%
CONTINUUM WEALTH ADVISORS, LLC	73.30K	Mar 31, 26	+21.13K	0.04%
HARBOUR INVESTMENTS, INC.	72.29K	Mar 31, 26	+19.94K	0.04%
JPL Wealth Management, LLC	72.26K	Mar 31, 26	+1.80K	0.04%
River Wealth Advisors LLC	71.38K	Mar 31, 26	+2.15K	0.04%
ArborFi Advisors, LLC	71.13K	Mar 31, 26	+2.56K	0.04%
REUTER JAMES WEALTH MANAGEMENT, LLC	70.65K	Mar 31, 26	+12.45K	0.04%
OLD POINT TRUST & FINANCIAL SERVICES N A	63.51K	Mar 31, 26	+3.90K	0.04%
HANOVER ADVISORS INC	62.43K	Mar 31, 26	-1.29K	0.04%
SAWGRASS ASSET MANAGEMENT LLC	60.85K	Mar 31, 26	-500	0.04%
HRT FINANCIAL LP	60.10K	Mar 31, 26	+60.10K	0.03%
Segment Wealth Management, LLC	59.64K	Mar 31, 26	+940	0.03%
Stratos Wealth Partners, LTD.	58.37K	Mar 31, 26	-1.69K	0.03%
Oder Investment Management, LLC	57.29K	Mar 31, 26	+14.83K	0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC	55.83K	Mar 31, 26	-1.50K	0.03%
Financial Life Planners	52.37K	Mar 31, 26	-1.63K	0.03%
Resources Investment Advisors, LLC.	51.94K	Mar 31, 26	+9.23K	0.03%
Astoria Portfolio Advisors LLC.	50.65K	Mar 31, 26	+42	0.03%
Pinnacle Financial Group, LLC / IL	50.25K	Mar 31, 26	+23.11K	0.03%
Capital Analysts, LLC	49.31K	Mar 31, 26	-2.42K	0.03%
IFP Advisors, Inc	49.23K	Mar 31, 26	-12.11K	0.03%
Cordatus Wealth Management LLC	48.90K	Mar 31, 26	+5.87K	0.03%
Sigma Planning Corp	48.75K	Mar 31, 26	+1.40K	0.03%
Mariner, LLC	46.53K	Mar 31, 26	+1.65K	0.03%
Western Financial Corp/CA	45.98K	Mar 31, 26	-1.97K	0.03%
Strathmore Capital Advisors, Inc.	44.52K	Mar 31, 26	-160	0.03%
American Institute for Advanced Investment Management, LLP	43.68K	Mar 31, 26	+5.70K	0.03%
MONTAG A & ASSOCIATES INC	43.66K	Mar 31, 26	-4.86K	0.03%
Coordinated Financial Services, Inc.	43.42K	Mar 31, 26	+172	0.03%
Insight Wealth Partners, LLC	43.26K	Mar 31, 26	-749	0.03%
Vantage Point Financial LLC	42.99K	Mar 31, 26	-655	0.02%
4Thought Financial Group Inc.	42.51K	Mar 31, 26	+2.76K	0.02%
Sensible Money, LLC	42.22K	Mar 31, 26	+103	0.02%
Cynosure Group, LLC	41.79K	Mar 31, 26	--	0.02%
MEITAV INVESTMENT HOUSE LTD	41.78K	Mar 31, 26	-2.12K	0.02%
KICKSTAND VENTURES, LLC.	41.49K	Mar 31, 26	+2.90K	0.02%
FIFTH THIRD BANCORP	41.04K	Mar 31, 26	+38.80K	0.02%
BROWN ADVISORY INC	41.01K	Mar 31, 26	+4.35K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	40.58K	Mar 31, 26	+826	0.02%
First Command Advisory Services, Inc.	40.41K	Mar 31, 26	+3.22K	0.02%
Koss-Olinger Consulting, LLC	39.73K	Mar 31, 26	+59	0.02%
First Fiduciary Investment Counsel, Inc.	39.08K	Mar 31, 26	-190	0.02%
FRANKLIN RESOURCES INC	37.96K	Mar 31, 26	--	0.02%
Kovack Advisors, Inc.	37.28K	Mar 31, 26	-954	0.02%
RPg Family Wealth Advisory, LLC	37.15K	Mar 31, 26	--	0.02%
Kingsview Wealth Management, LLC	36.71K	Mar 31, 26	+3.21K	0.02%
Meridian Financial Partners LLC	36.11K	Mar 31, 26	+36.11K	0.02%
Hobbs Group Advisors, LLC	35.65K	Mar 31, 26	+337	0.02%
True Vision MN LLC	35.56K	Mar 31, 26	+772	0.02%
Steward Partners Investment Advisory, LLC	35.08K	Mar 31, 26	+2.44K	0.02%
Newport Capital Group, LLC	34.86K	Mar 31, 26	--	0.02%
Keel Point, LLC	34.70K	Mar 31, 26	--	0.02%
SJS Investment Consulting Inc.	33.95K	Mar 31, 26	+13.31K	0.02%
Vermillion & White Wealth Management Group, LLC	33.61K	Mar 31, 26	-3.01K	0.02%
Gryphon Financial Partners LLC	33.34K	Mar 31, 26	+33.34K	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	33.10K	Mar 31, 26	+3.49K	0.02%
Allen Capital Group, LLC	31.70K	Mar 31, 26	-2.17K	0.02%
Western Wealth Management, LLC	29.74K	Mar 31, 26	--	0.02%
Capital Investment Advisors, LLC	29.62K	Mar 31, 26	+355	0.02%
Unified Investment Management	29.46K	Mar 31, 26	+1.35K	0.02%
Kathmere Capital Management, LLC	29.45K	Mar 31, 26	+5.73K	0.02%
Provenance Wealth Advisors, LLC	28.76K	Mar 31, 26	-500	0.02%
Waverly Advisors, LLC	28.28K	Mar 31, 26	+455	0.02%
Goodman Financial Corp	28.28K	Mar 31, 26	--	0.02%
Foundations Investment Advisors, LLC	27.98K	Mar 31, 26	+82	0.02%
HB Wealth Management, LLC	27.79K	Mar 31, 26	+1.61K	0.02%
Wealth Quarterback LLC	27.48K	Mar 31, 26	+2.35K	0.02%
Legacy Private Trust Co.	27.10K	Mar 31, 26	-10.38K	0.02%
Strategic Family Wealth Counselors, L.L.C.	26.62K	Mar 31, 26	+206	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26.51K	Mar 31, 26	+792	0.02%
Phoenix Holdings Ltd.	25.81K	Mar 31, 26	-9.10K	0.01%
Leo Wealth, LLC	25.46K	Mar 31, 26	+769	0.01%
Axis Wealth Partners, LLC	25.29K	Mar 31, 26	-87	0.01%
MERCER GLOBAL ADVISORS INC /ADV	25.27K	Mar 31, 26	-2.08K	0.01%
YANKCOM Partnership	25.17K	Mar 31, 26	-431	0.01%
LANDAAS & CO /WI /ADV	24.76K	Mar 31, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	24.66K	Mar 31, 26	-2.31K	0.01%
Aprio Wealth Management, LLC	24.44K	Mar 31, 26	+5.78K	0.01%
Well Done, LLC	23.80K	Mar 31, 26	--	0.01%
Arete Wealth Advisors, LLC	23.76K	Mar 31, 26	--	0.01%
Valmark Advisers, Inc.	23.35K	Mar 31, 26	+6.97K	0.01%
NFP Retirement, Inc.	22.78K	Mar 31, 26	+2.90K	0.01%
Larson Financial Group LLC	22.32K	Mar 31, 26	+178	0.01%
Arkadios Wealth Advisors	22.06K	Mar 31, 26	-1.59K	0.01%
Brown Financial Advisory	20.73K	Mar 31, 26	--	0.01%
Clark Capital Management Group, Inc.	20.23K	Mar 31, 26	--	0.01%
Berkshire Money Management, Inc.	20.16K	Mar 31, 26	--	0.01%
Crews Bank & Trust	19.57K	Mar 31, 26	--	0.01%
Tassel Capital Management, Inc.	18.39K	Mar 31, 26	+189	0.01%
Savvy Advisors, Inc.	17.93K	Mar 31, 26	+17.93K	0.01%
OARSMAN CAPITAL, INC.	17.86K	Mar 31, 26	--	0.01%
SIGMA INVESTMENT COUNSELORS INC	16.46K	Mar 31, 26	-1.04K	0.01%
Farther Finance Advisors, LLC	16.16K	Mar 31, 26	-4.26K	0.01%
Golden State Equity Partners	15.24K	Mar 31, 26	+15.24K	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	15.07K	Mar 31, 26	-1.46K	0.01%
Wealth Advisors of Iowa, LLC	14.69K	Mar 31, 26	+150	0.01%
LaSalle St. Investment Advisors, LLC	14.59K	Mar 31, 26	--	0.01%
CIBC WORLD MARKET INC.	14.50K	Mar 31, 26	--	0.01%
CHOREO, LLC	14.15K	Mar 31, 26	+14.15K	0.01%
Venture Visionary Partners LLC	13.93K	Mar 31, 26	-117	0.01%
Regal Investment Advisors LLC	13.83K	Mar 31, 26	+13.83K	0.01%
Claris Financial LLC	13.79K	Mar 31, 26	+50	0.01%
Yoder Wealth Management, Inc.	13.45K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	13.23K	Mar 31, 26	+3.13K	0.01%
Northeast Financial Group, Inc.	13.17K	Mar 31, 26	+13.17K	0.01%
PRIVATE TRUST CO NA	12.80K	Mar 31, 26	+860	0.01%
Advisory Services Network, LLC	12.76K	Mar 31, 26	+12.76K	0.01%
Ancora Advisors, LLC	12.72K	Mar 31, 26	-12.71K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.36K	Mar 31, 26	+12.36K	0.01%
Summit Wealth Partners, LLC	12.33K	Mar 31, 26	+37	0.01%
Altus Wealth Group LLC	12.01K	Mar 31, 26	-216	0.01%
Cerity Partners LLC	11.47K	Mar 31, 26	--	0.01%
Castleview Partners, LLC	11.36K	Mar 31, 26	+11.36K	0.01%
Strid Group, LLC	11.21K	Mar 31, 26	+11.21K	0.01%
Foundry Financial Group, Inc.	11.15K	Mar 31, 26	+1.16K	0.01%
Concurrent Investment Advisors, LLC	11.10K	Mar 31, 26	-12.28K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	11.02K	Mar 31, 26	+11.02K	0.01%
Clearstead Trust, LLC	10.72K	Mar 31, 26	-432	0.01%
Sowell Financial Services LLC	10.70K	Mar 31, 26	+97	0.01%
BENJAMIN EDWARDS INC	10.67K	Mar 31, 26	--	0.01%
CreativeOne Wealth, LLC	10.55K	Mar 31, 26	+845	0.01%
GTS SECURITIES LLC	10.26K	Mar 31, 26	+10.26K	0.01%
RITHOLTZ WEALTH MANAGEMENT	10.17K	Mar 31, 26	+10.17K	0.01%
SENTINEL PENSION ADVISORS INC	10.01K	Mar 31, 26	+88	0.01%
Darden Wealth Group Inc	10.00K	Mar 31, 26	--	0.01%
ARQ WEALTH ADVISORS, LLC	10.00K	Mar 31, 26	+10.00K	0.01%
RIA Advisory Group LLC	9.83K	Mar 31, 26	+9.83K	0.01%
Fountainhead AM, LLC	9.71K	Mar 31, 26	+9.71K	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	9.71K	Mar 31, 26	--	0.01%
Rialto Wealth Management, LLC	8.58K	Mar 31, 26	--	0.00%
BankPlus Trust Department	8.15K	Mar 31, 26	+486	0.00%
FMR LLC	7.63K	Mar 31, 26	+3.75K	0.00%
Ashton Thomas Private Wealth, LLC	7.09K	Mar 31, 26	+7.09K	0.00%
US BANCORP \DE\	6.33K	Mar 31, 26	+3.03K	0.00%
IMA Wealth, Inc.	6.19K	Mar 31, 26	+29	0.00%
United Community Bank	5.50K	Mar 31, 26	+5.50K	0.00%
FAS Wealth Partners, Inc.	5.48K	Mar 31, 26	+59	0.00%
AdvisorNet Financial, Inc	5.04K	Mar 31, 26	+9	0.00%
CBIZ Investment Advisory Services, LLC	3.98K	Mar 31, 26	+43	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.98K	Mar 31, 26	+1.78K	0.00%
Tower Research Capital LLC (TRC)	3.40K	Mar 31, 26	-12.82K	0.00%
ALERUS FINANCIAL NA	3.09K	Mar 31, 26	-2.46K	0.00%
IFG Advisory, LLC	3.05K	Mar 31, 26	+3.05K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.26K	Mar 31, 26	+200	0.00%
BANK OF MONTREAL /CAN/	1.97K	Mar 31, 26	+1.97K	0.00%
Topsail Wealth Management, LLC	1.73K	Mar 31, 26	+400	0.00%
AlphaCore Capital LLC	1.60K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	1.49K	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	1.46K	Mar 31, 26	-5.68K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.43K	Mar 31, 26	+1.40K	0.00%
Ameritas Investment Partners, Inc.	1.39K	Mar 31, 26	+10	0.00%
Smithfield Trust Co	1.05K	Mar 31, 26	--	0.00%
Aspect Partners, LLC	975	Mar 31, 26	--	0.00%
Tradewinds Capital Management, LLC	736	Mar 31, 26	+478	0.00%
Community Bank, N.A.	720	Mar 31, 26	-865	0.00%
NBC SECURITIES, INC.	669	Mar 31, 26	+11	0.00%
AE Wealth Management LLC	580	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	388	Mar 31, 26	--	0.00%
Imprint Wealth LLC	113	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	113	Mar 31, 26	+1	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	92	Mar 31, 26	--	0.00%
Gs Investments, Inc.	75	Mar 31, 26	--	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	44	Mar 31, 26	+1	0.00%
Diversified Portfolios, Inc.	--	Mar 31, 26	-13.17K	--
Willis Johnson & Associates, Inc.	--	Mar 31, 26	-14.41K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-181.91K	--
Cloud Capital Management, LLC	--	Mar 31, 26	-12.47K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-49.92K	--
Stonebridge Capital Advisors LLC	--	Mar 31, 26	-10.47K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-12.14K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-467.50K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-138.30K	--
KEYBANK NATIONAL ASSOCIATION/OH	--	Mar 31, 26	-16.63K	--
HM PAYSON & CO	--	Mar 31, 26	-116	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-708	--
Camelot Portfolios, LLC	--	Mar 31, 26	-75.87K	--
Blueprint Financial Advisors LLC	--	Mar 31, 26	-10.42K	--
Evanson Asset Management, LLC	--	Mar 31, 26	-17.68K	--
Advisors Capital Management, LLC	--	Mar 31, 26	-568.24K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-14.94K	--
Rossby Financial, LCC	--	Mar 31, 26	-480	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-22.06K	--
NOTTINGHAM ADVISORS, INC.	--	Mar 31, 26	-93.73K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-522	--
Argentarii, LLC	--	Mar 31, 26	-15.56K	--
Blueprint Investment Partners LLC	--	Mar 31, 26	-10.42K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-32.37K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-153.46K	--
Adalta Capital Management LLC	--	Mar 31, 26	-21.29K	--
ROVIN CAPITAL /UT/ /ADV	127.05K	Dec 31, 25	-447	0.07%
COMERICA BANK	43.98K	Dec 31, 25	+6.95K	0.03%
ORG Partners LLC	13.49K	Dec 31, 25	+393	0.01%
Global Retirement Partners, LLC	7.35K	Dec 31, 25	+972	0.00%
Nalls Sherbakoff Group, LLC	7.29K	Dec 31, 25	+27	0.00%
McCarthy & Cox	--	Dec 31, 25	-211.11K	--
Blue Barn Wealth, LLC	--	Dec 31, 25	-93.33K	--
Sterling Financial Group, Inc.	977.02K	Sep 30, 25	+246.88K	0.56%
OPTIMUM INVESTMENT ADVISORS	3.60K	Sep 30, 25	+700	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-914.99K	--
AVANTAX ADVISORY SERVICES, INC.	144.68K	Jun 30, 25	-10.94K	0.08%
Congress Wealth Management LLC / DE /	51.79K	Jun 30, 25	+431	0.03%
Exchange Capital Management, Inc.	32.32K	Jun 30, 25	-118	0.02%
SUMMIT INVESTMENT ADVISORS, INC.	29.27K	Jun 30, 25	+4.41K	0.02%
Tyler-Stone Wealth Management	29.00K	Jun 30, 25	+12.40K	0.02%
Atria Wealth Solutions, Inc.	20.83K	Jun 30, 25	-8.46K	0.01%
Horan Securities, Inc.	10.08K	Jun 30, 25	+100	0.01%
Orion Portfolio Solutions, LLC	120.15K	Mar 31, 25	+3.00K	0.07%
Coordinated Financial Services, Inc./CO	34.12K	Mar 31, 25	+34.12K	0.02%
Monterey Private Wealth, Inc.	28.24K	Mar 31, 25	+309	0.02%
Delta Financial Group, Inc.	25.66K	Mar 31, 25	+1.63K	0.01%
Aveo Capital Partners, LLC	--	Mar 31, 25	-15.20K	--
TrinityPoint Wealth, LLC	91.82K	Dec 31, 24	+14.69K	0.05%
Kades & Cheifetz LLC	43.83K	Dec 31, 24	+171	0.03%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.37K	--
Raymond James Financial Services Advisors, Inc.	2.57M	Sep 30, 24	+142.65K	1.49%
RAYMOND JAMES & ASSOCIATES	2.02M	Sep 30, 24	+290.12K	1.17%
New Potomac Partners, LLC	161.75K	Sep 30, 24	+29.90K	0.09%
Argent Financial Group, Inc.	31.57K	Sep 30, 24	+31.57K	0.02%
Divergent Wealth Advisors	19.88K	Sep 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	10.24K	Jun 30, 24	+1.92K	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.19M	Mar 31, 24	+300.88K	1.27%
Cetera Advisor Networks LLC	40.91K	Mar 31, 24	+7.32K	0.02%
Cetera Advisors LLC	15.26K	Mar 31, 24	+2.11K	0.01%
COLONY GROUP LLC	282.07K	Sep 30, 23	-10.97K	0.16%
Sutton Wealth Advisors Inc.	1.91K	Sep 30, 23	--	0.00%
First Command Financial Services, Inc.	10.79K	Jun 30, 23	-16	0.01%
First Command Bank	10.79K	Jun 30, 23	-16	0.01%
First Capital Advisors Group, LLC.	4.39K	Jun 30, 23	+4.39K	0.00%
Vigilant Capital Management, LLC	915	Jun 30, 23	--	0.00%
Sargent Bickham Lagudis LLC	62.40K	Dec 31, 22	+17.73K	0.04%
BAINCO INTERNATIONAL INVESTORS	1.35K	Dec 31, 20	+1.35K	0.00%
Private Vista, LLC	149.56K	Jun 30, 20	-18.09K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.00K	Dec 31, 19	--	0.00%
Advisor Group, Inc.	750	Dec 31, 19	+750	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

TLWM

1.65M

Jun 30, 26

+30.11K

0.95%

Brookstone Capital Management

1.35M

Jun 30, 26

-71.93K

0.78%

Clark Asset Management, LLC

1.26M

Jun 30, 26

+150.01K

0.73%

KIRR MARBACH & CO LLC /IN/

635.97K

Jun 30, 26

-8.91K

0.37%

HENGEHOLD CAPITAL MANAGEMENT LLC

484.79K

Jun 30, 26

+17.51K

0.28%

Ledgewood Wealth Advisors, LLC

450.04K

Jun 30, 26

+14.94K

0.26%

Red Spruce Capital, LLC

441.22K

Jun 30, 26

+4.01K

0.26%

Sound Stewardship, LLC

437.45K

Jun 30, 26

+14.53K

0.25%

Paradiem, LLC

355.19K

Jun 30, 26

+4.58K

0.21%

BCS Wealth Management

350.46K

Jun 30, 26

+17.05K

0.20%

Meriwether Wealth & Planning, LLC

345.99K

Jun 30, 26

+328.29K

0.20%

Parisi Gray Wealth Management

325.87K

Jun 30, 26

+1.06K

0.19%

Trilogy Capital Inc.

242.60K

Jun 30, 26

+9.93K

0.14%

Prospera Financial Services Inc

187.85K

Jun 30, 26

+7.15K

0.11%

Infinity Wealth Counsel, LLC

186.66K

Jun 30, 26

+8.65K

0.11%

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

168.46K

Jun 30, 26

+708

0.10%

Matthew Goff Investment Advisor, LLC

156.19K

Jun 30, 26

+83.82K

0.09%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

148.84K

Jun 30, 26

+326

0.09%

WHITENER CAPITAL MANAGEMENT, INC.

148.31K

Jun 30, 26

+18.45K

0.09%

Hennion & Walsh Asset Management, Inc.

140.06K

Jun 30, 26

-7.72K

0.08%

Lantz Financial LLC

139.78K

Jun 30, 26

+43

0.08%

Oliver Luxxe Assets LLC

138.59K

Jun 30, 26

-9.99K

0.08%

Kohmann Bosshard Financial Services, LLC

121.21K

Jun 30, 26

0.07%

Dynamic Advisor Solutions LLC

115.08K

Jun 30, 26

+33.22K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

104.98K

Jun 30, 26

-5.92K

0.06%

First City Capital Management, Inc.

78.43K

Jun 30, 26

+9.12K

0.05%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

76.94K

Jun 30, 26

+2.64K

0.04%

Accurate Wealth Management, LLC

74.39K

Jun 30, 26

+454

0.04%

EVERPAR ADVISORS LLC

73.94K

Jun 30, 26

+8.17K

0.04%

BEACON FINANCIAL GROUP

62.45K

Jun 30, 26

-2.31K

0.04%

Segment Wealth Management, LLC

60.69K

Jun 30, 26

+1.05K

0.04%

Independence Bank of Kentucky

59.07K

Jun 30, 26

+2.88K

0.03%

Apella Capital, LLC

51.84K

Jun 30, 26

+765

0.03%

XY Planning Network, Inc.

51.12K

Jun 30, 26

+1.87K

0.03%

SAX WEALTH ADVISORS, LLC

46.41K

Jun 30, 26

+8.76K

0.03%

Legacy Wealth Management, LLC / MS

45.80K

Jun 30, 26

-745

0.03%

Cypress Wealth Services, LLC

44.17K

Jun 30, 26

+2.49K

0.03%

CITY HOLDING CO

43.09K

Jun 30, 26

+43.09K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

35.87K

Jun 30, 26

-6.55K

0.02%

VOISARD ASSET MANAGEMENT GROUP, INC.

27.34K

Jun 30, 26

+14

0.02%

Comprehensive Financial Consultants Institutional, Inc.

27.26K

Jun 30, 26

-48

0.02%

Ballew Advisors, Inc

27.23K

Jun 30, 26

0.02%

Wedmont Private Capital

26.80K

Jun 30, 26

+26.80K

0.02%

Apeiron RIA LLC

26.04K

Jun 30, 26

-37.56K

0.02%

Wealthcare Advisory Partners LLC

23.58K

Jun 30, 26

+5.20K

0.01%

Net Worth Advisory Group

22.94K

Jun 30, 26

-24.43K

0.01%

Redhawk Wealth Advisors, Inc.

20.77K

Jun 30, 26

+89

0.01%

MEMBERS WEALTH LLC

20.09K

Jun 30, 26

0.01%

RVW Wealth, LLC

19.52K

Jun 30, 26

+1.27K

0.01%

SMI Advisory Services, LLC

18.96K

Jun 30, 26

+1.78K

0.01%

Crews Bank & Trust

18.07K

Jun 30, 26

-1.50K

0.01%

DAVENPORT & Co LLC

17.59K

Jun 30, 26

+4.89K

0.01%

Bill Few Associates, Inc.

15.34K

Jun 30, 26

0.01%

Certified Advisory Corp

14.73K

Jun 30, 26

-7.36K

0.01%

SigFig Wealth Management, LLC

12.05K

Jun 30, 26

+81

0.01%

Davis Capital Management

11.33K

Jun 30, 26

+245

0.01%

Commonwealth Financial Services, LLC

10.84K

Jun 30, 26

+10.84K

0.01%

Somerset Trust Co

10.75K

Jun 30, 26

+10.75K

0.01%

Integris Wealth Management, LLC

10.29K

Jun 30, 26

+113

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.92K

Jun 30, 26

+9.92K

0.01%

ETF Portfolio Partners, Inc.

9.91K

Jun 30, 26

0.01%

EASTERN BANK

6.69K

Jun 30, 26

-952

0.00%

Marquette Asset Management, LLC

3.87K

Jun 30, 26

0.00%

Sarver Vrooman Wealth Advisors

3.09K

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

1.70K

Jun 30, 26

+400

0.00%

West Branch Capital LLC

1.08K

Jun 30, 26

+11

0.00%

Aspect Partners, LLC

975

Jun 30, 26

0.00%

City State Bank

967

Jun 30, 26

0.00%

GAMMA Investing LLC

845

Jun 30, 26

+43

0.00%

HARBOR INVESTMENT ADVISORY, LLC

440

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

433

Jun 30, 26

0.00%

CX Institutional

352

Jun 30, 26

-961

0.00%

First PREMIER Bank

305

Jun 30, 26

0.00%

Flaharty Asset Management, LLC

Jun 30, 26

-36.59K

BIRCHBROOK, INC.

Jun 30, 26

-250

OLD NATIONAL BANCORP /IN/

Jun 30, 26

-24.55K

Global Wealth Strategies & Associates

Jun 30, 26

-9.93K

MORGAN STANLEY

9.09M

Mar 31, 26

+461.69K

5.26%

WELLS FARGO & COMPANY/MN

7.88M

Mar 31, 26

+48.66K

4.55%

LPL Financial LLC

7.65M

Mar 31, 26

+368.88K

4.42%

RAYMOND JAMES FINANCIAL INC

6.21M

Mar 31, 26

-55.01K

3.59%

Lido Advisors, LLC

4.92M

Mar 31, 26

-420.37K

2.85%

UBS Group AG

4.81M

Mar 31, 26

+1.12M

2.78%

TruWealth Advisors, LLC

4.54M

Mar 31, 26

+66.71K

2.63%

BANK OF AMERICA CORP /DE/

4.47M

Mar 31, 26

+752.04K

2.58%

Invesco Ltd.

3.53M

Mar 31, 26

+240.73K

2.04%

Clearstead Advisors, LLC

3.26M

Mar 31, 26

+192.91K

1.88%

Hills Bank & Trust Co

2.48M

Mar 31, 26

+94.06K

1.43%

MAI Capital Management

2.31M

Mar 31, 26

+258.58K

1.34%

Fusion Family Wealth LLC

2.25M

Mar 31, 26

+155.85K

1.30%

ROYAL BANK OF CANADA

2.12M

Mar 31, 26

+412.78K

1.22%

SNS Financial Group, LLC

1.70M

Mar 31, 26

+470.70K

0.98%

DAVIS R M INC

1.30M

Mar 31, 26

+91.19K

0.75%

MONECO Advisors, LLC

1.25M

Mar 31, 26

+44.95K

0.72%

Cambridge Investment Research Advisors, Inc.

1.24M

Mar 31, 26

+125.27K

0.72%

ADVISOR GROUP HOLDINGS, INC.

1.20M

Mar 31, 26

+109.41K

0.69%

ENVESTNET ASSET MANAGEMENT INC

1.18M

Mar 31, 26

+96.39K

0.68%

Anchor Investment Management, LLC

1.15M

Mar 31, 26

+65.95K

0.67%

STIFEL FINANCIAL CORP

1.13M

Mar 31, 26

+263.03K

0.65%

MML INVESTORS SERVICES, LLC

1.13M

Mar 31, 26

+114.77K

0.65%

MANCHESTER FINANCIAL INC

1.03M

Mar 31, 26

+16.30K

0.59%

Sequoia Financial Advisors, LLC

930.66K

Mar 31, 26

-38.05K

0.54%

Baird Financial Group, Inc.

895.12K

Mar 31, 26

+22.84K

0.52%

Legacy Financial Group LLC

872.98K

Mar 31, 26

+13.77K

0.50%

AMERIPRISE FINANCIAL INC

854.35K

Mar 31, 26

-56.60K

0.49%

WILEY BROS.-AINTREE CAPITAL, LLC

826.49K

Mar 31, 26

+10.12K

0.48%

SHUFRO ROSE & CO LLC

821.60K

Mar 31, 26

+17.70K

0.48%

Cornerstone Wealth Management, LLC

820.30K

Mar 31, 26

+103.17K

0.47%

Asset Dedication, LLC

769.82K

Mar 31, 26

-22.51K

0.45%

Sentinus, LLC

718.87K

Mar 31, 26

-109.85K

0.42%

CAPTRUST FINANCIAL ADVISORS

715.28K

Mar 31, 26

+81.24K

0.41%

GPM Growth Investors, Inc.

663.92K

Mar 31, 26

+1.63K

0.38%

COMMONWEALTH EQUITY SERVICES, LLC

637.76K

Mar 31, 26

+162.82K

0.37%

NewEdge Advisors, LLC

635.43K

Mar 31, 26

+6.19K

0.37%

Sanctuary Advisors, LLC

633.79K

Mar 31, 26

+159.46K

0.37%

Cornerstone Planning, LLC

622.57K

Mar 31, 26

+198.57K

0.36%

Goepper Burkhardt LLC

620.56K

Mar 31, 26

+42.46K

0.36%

JONES FINANCIAL COMPANIES LLLP

593.40K

Mar 31, 26

+132.08K

0.34%

Atlantic Union Bankshares Corp

579.30K

Mar 31, 26

+57.48K

0.33%

KESTRA PRIVATE WEALTH SERVICES, LLC

549.76K

Mar 31, 26

+426.95K

0.32%

CENTRAL VALLEY ADVISORS, LLC

541.66K

Mar 31, 26

+47.76K

0.31%

COOKSON PEIRCE & CO INC

539.70K

Mar 31, 26

+3.00K

0.31%

Straight Path Wealth Management

539.17K

Mar 31, 26

+28.21K

0.31%

Independent Advisor Alliance

526.15K

Mar 31, 26

+526.15K

0.30%

Ironwood Financial, llc

512.66K

Mar 31, 26

+563

0.30%

First International Bank of Israel Ltd.

498.00K

Mar 31, 26

0.29%

Colony Group, LLC

472.46K

Mar 31, 26

+956

0.27%

CVFG LLC

453.30K

Mar 31, 26

+453.30K

0.26%

VAUGHAN DAVID INVESTMENTS LLC/IL

452.23K

Mar 31, 26

+17.52K

0.26%

Cetera Investment Advisers

451.57K

Mar 31, 26

+70.29K

0.26%

AMJ Financial Wealth Management

449.38K

Mar 31, 26

+2.04K

0.26%

Kestra Advisory Services, LLC

434.86K

Mar 31, 26

+23.60K

0.25%

Ausdal Financial Partners, Inc.

434.62K

Mar 31, 26

+97.32K

0.25%

TCG Advisory Services, LLC

401.00K

Mar 31, 26

+20.93K

0.23%

Colonial Trust Advisors

396.39K

Mar 31, 26

+33.42K

0.23%

Summit Financial, LLC

391.23K

Mar 31, 26

+4.61K

0.23%

Marietta Wealth Management, LLC

364.08K

Mar 31, 26

+18.79K

0.21%

CWM, LLC

363.37K

Mar 31, 26

-39.46K

0.21%

ProVise Management Group, LLC

361.44K

Mar 31, 26

+64.17K

0.21%

WEBSTER BANK, N. A.

360.11K

Mar 31, 26

+128.03K

0.21%

VISTA INVESTMENT MANAGEMENT

347.68K

Mar 31, 26

-24.27K

0.20%

Carnegie Capital Asset Management, LLC

343.29K

Mar 31, 26

+35.72K

0.20%

SFE Investment Counsel

340.80K

Mar 31, 26

+24.16K

0.20%

OLD SECOND NATIONAL BANK OF AURORA

340.22K

Mar 31, 26

+336.49K

0.20%

BCS Wealth Management

333.42K

Mar 31, 26

-329.08K

0.19%

Private Advisor Group, LLC

326.45K

Mar 31, 26

+55.11K

0.19%

Carmel Capital Partners, LLC

317.90K

Mar 31, 26

+19.84K

0.18%

MGO ONE SEVEN LLC

312.15K

Mar 31, 26

+19.49K

0.18%

Wilkins Miller Wealth Management, LLC

306.72K

Mar 31, 26

-7.17K

0.18%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

287.20K

Mar 31, 26

+30.11K

0.17%

MORTON COMMUNITY BANK

283.01K

Mar 31, 26

+4.01K

0.16%

Souders Financial Advisors

277.95K

Mar 31, 26

+2.50K

0.16%

HOWARD WEALTH MANAGEMENT, LLC

269.08K

Mar 31, 26

+8.61K

0.16%

Laurel Wealth Advisors LLC

265.85K

Mar 31, 26

+19.51K

0.15%

Beacon Pointe Advisors, LLC

262.80K

Mar 31, 26

+154.02K

0.15%

Farnam Financial LLC

259.87K

Mar 31, 26

+3.54K

0.15%

Colonial Trust Co / SC

243.20K

Mar 31, 26

-154

0.14%

Evergreen Wealth Solutions, LLC

239.53K

Mar 31, 26

+9.77K

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

228.21K

Mar 31, 26

+36.15K

0.13%

Berger Financial Group, Inc

226.43K

Mar 31, 26

-1.22K

0.13%

AA Financial Advisors, LLC

222.26K

Mar 31, 26

+60.19K

0.13%

Old Port Advisors

217.95K

Mar 31, 26

+19.08K

0.13%

Integrated Wealth Concepts LLC

217.95K

Mar 31, 26

+37.96K

0.13%

HighPoint Advisor Group LLC

212.92K

Mar 31, 26

-71.01K

0.12%

Atria Investments, Inc

203.76K

Mar 31, 26

+18.68K

0.12%

Horizons Wealth Management

202.14K

Mar 31, 26

+9.76K

0.12%

Geneos Wealth Management Inc.

200.29K

Mar 31, 26

+8.63K

0.12%

CITADEL ADVISORS LLC

188.68K

Mar 31, 26

+188.68K

0.11%

Prospera Financial Services Inc

180.71K

Mar 31, 26

+16.99K

0.10%

Equitable Holdings, Inc.

179.21K

Mar 31, 26

+3.79K

0.10%

River Street Advisors LLC

174.07K

Mar 31, 26

+162.74K

0.10%

S.E.E.D. Planning Group LLC

169.79K

Mar 31, 26

+2.87K

0.10%

STEPHENS INC /AR/

166.38K

Mar 31, 26

+15.90K

0.10%

Aspen Investment Management Inc

163.29K

Mar 31, 26

-419

0.09%

CRA Financial Services, LLC

156.87K

Mar 31, 26

+32.21K

0.09%

Leisure Capital Management

151.00K

Mar 31, 26

-6.25K

0.09%

GILL CAPITAL PARTNERS, LLC

148.46K

Mar 31, 26

+6.66K

0.09%

NOVARE CAPITAL MANAGEMENT LLC

148.02K

Mar 31, 26

-2.10K

0.09%

AlphaStar Capital Management, LLC

147.83K

Mar 31, 26

+13.62K

0.09%

VestGen Advisors, LLC

145.28K

Mar 31, 26

+27.57K

0.08%

Addison Advisors LLC

145.22K

Mar 31, 26

+10.31K

0.08%

Opulen Financial Group LLC

144.62K

Mar 31, 26

+10.53K

0.08%

EVEXIA WEALTH LLC

143.41K

Mar 31, 26

+20.95K

0.08%

SILVERLAKE WEALTH MANAGEMENT LLC

137.24K

Mar 31, 26

+25.02K

0.08%

Gladstone Institutional Advisory LLC

132.34K

Mar 31, 26

+7.34K

0.08%

HUNTINGTON NATIONAL BANK

128.74K

Mar 31, 26

-13.36K

0.07%

Pacific Wealth Strategies Group, Inc.

126.69K

Mar 31, 26

+28.45K

0.07%

Ellevest, Inc.

125.94K

Mar 31, 26

+1.63K

0.07%

Kohmann Bosshard Financial Services, LLC

121.21K

Mar 31, 26

-1.50K

0.07%

TFR Capital, LLC.

118.29K

Mar 31, 26

+118.29K

0.07%

HighTower Advisors, LLC

114.55K

Mar 31, 26

-3.17K

0.07%

Genesis Wealth Advisors, LLC

111.48K

Mar 31, 26

+1.84K

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

111.02K

Mar 31, 26

-5.82K

0.06%

Coastal Bridge Advisors, LLC

110.58K

Mar 31, 26

+11.16K

0.06%

Key FInancial Inc

105.33K

Mar 31, 26

+33.91K

0.06%

Allworth Financial LP

102.78K

Mar 31, 26

+14.69K

0.06%

Tenon Financial LLC

97.20K

Mar 31, 26

+19.53K

0.06%

Richmond Investment Services, LLC

96.23K

Mar 31, 26

+4.64K

0.06%

TRUIST FINANCIAL CORP

92.94K

Mar 31, 26

+12.55K

0.05%

Heritage Trust Co

92.90K

Mar 31, 26

+11.38K

0.05%

Creative Planning

91.40K

Mar 31, 26

+4.62K

0.05%

SEMITAM BONAM LLC

90.33K

Mar 31, 26

+8.38K

0.05%

MISSION WEALTH MANAGEMENT, LP

89.79K

Mar 31, 26

+89.79K

0.05%

FCA CORP /TX

88.80K

Mar 31, 26

+9.61K

0.05%

Redwood Financial Network Corp

87.34K

Mar 31, 26

+6.57K

0.05%

Aptus Capital Advisors, LLC

82.89K

Mar 31, 26

-1.21K

0.05%

Wingate Wealth Advisors, Inc.

81.42K

Mar 31, 26

+2.09K

0.05%

G2 CAPITAL MANAGEMENT, LLC / OH

81.42K

Mar 31, 26

+867

0.05%

Roundview Capital LLC

79.65K

Mar 31, 26

0.05%

Redmond Asset Management, LLC

75.58K

Mar 31, 26

+710

0.04%

Accurate Wealth Management, LLC

73.94K

Mar 31, 26

+15.50K

0.04%

EP Wealth Advisors, LLC

73.42K

Mar 31, 26

-1.22K

0.04%

CONTINUUM WEALTH ADVISORS, LLC

73.30K

Mar 31, 26

+21.13K

0.04%

HARBOUR INVESTMENTS, INC.

72.29K

Mar 31, 26

+19.94K

0.04%

JPL Wealth Management, LLC

72.26K

Mar 31, 26

+1.80K

0.04%

River Wealth Advisors LLC

71.38K

Mar 31, 26

+2.15K

0.04%

ArborFi Advisors, LLC

71.13K

Mar 31, 26

+2.56K

0.04%

REUTER JAMES WEALTH MANAGEMENT, LLC

70.65K

Mar 31, 26

+12.45K

0.04%

OLD POINT TRUST & FINANCIAL SERVICES N A

63.51K

Mar 31, 26

+3.90K

0.04%

HANOVER ADVISORS INC

62.43K

Mar 31, 26

-1.29K

0.04%

SAWGRASS ASSET MANAGEMENT LLC

60.85K

Mar 31, 26

-500

0.04%

HRT FINANCIAL LP

60.10K

Mar 31, 26

+60.10K

0.03%

Segment Wealth Management, LLC

59.64K

Mar 31, 26

+940

0.03%

Stratos Wealth Partners, LTD.

58.37K

Mar 31, 26

-1.69K

0.03%

Oder Investment Management, LLC

57.29K

Mar 31, 26

+14.83K

0.03%

GUARDIAN WEALTH ADVISORS, LLC / NC

55.83K

Mar 31, 26

-1.50K

0.03%

Financial Life Planners

52.37K

Mar 31, 26

-1.63K

0.03%

Resources Investment Advisors, LLC.

51.94K

Mar 31, 26

+9.23K

0.03%

Astoria Portfolio Advisors LLC.

50.65K

Mar 31, 26

+42

0.03%

Pinnacle Financial Group, LLC / IL

50.25K

Mar 31, 26

+23.11K

0.03%

Capital Analysts, LLC

49.31K

Mar 31, 26

-2.42K

0.03%

IFP Advisors, Inc

49.23K

Mar 31, 26

-12.11K

0.03%

Cordatus Wealth Management LLC

48.90K

Mar 31, 26

+5.87K

0.03%

Sigma Planning Corp

48.75K

Mar 31, 26

+1.40K

0.03%

Mariner, LLC

46.53K

Mar 31, 26

+1.65K

0.03%

Western Financial Corp/CA

45.98K

Mar 31, 26

-1.97K

0.03%

Strathmore Capital Advisors, Inc.

44.52K

Mar 31, 26

-160

0.03%

American Institute for Advanced Investment Management, LLP

43.68K

Mar 31, 26

+5.70K

0.03%

MONTAG A & ASSOCIATES INC

43.66K

Mar 31, 26

-4.86K

0.03%

Coordinated Financial Services, Inc.

43.42K

Mar 31, 26

+172

0.03%

Insight Wealth Partners, LLC

43.26K

Mar 31, 26

-749

0.03%

Vantage Point Financial LLC

42.99K

Mar 31, 26

-655

0.02%

4Thought Financial Group Inc.

42.51K

Mar 31, 26

+2.76K

0.02%

Sensible Money, LLC

42.22K

Mar 31, 26

+103

0.02%

Cynosure Group, LLC

41.79K

Mar 31, 26

0.02%

MEITAV INVESTMENT HOUSE LTD

41.78K

Mar 31, 26

-2.12K

0.02%

KICKSTAND VENTURES, LLC.

41.49K

Mar 31, 26

+2.90K

0.02%

FIFTH THIRD BANCORP

41.04K

Mar 31, 26

+38.80K

0.02%

BROWN ADVISORY INC

41.01K

Mar 31, 26

+4.35K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

40.58K

Mar 31, 26

+826

0.02%

First Command Advisory Services, Inc.

40.41K

Mar 31, 26

+3.22K

0.02%

Koss-Olinger Consulting, LLC

39.73K

Mar 31, 26

+59

0.02%

First Fiduciary Investment Counsel, Inc.

39.08K

Mar 31, 26

-190

0.02%

FRANKLIN RESOURCES INC

37.96K

Mar 31, 26

0.02%

Kovack Advisors, Inc.

37.28K

Mar 31, 26

-954

0.02%

RPg Family Wealth Advisory, LLC

37.15K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

36.71K

Mar 31, 26

+3.21K

0.02%

Meridian Financial Partners LLC

36.11K

Mar 31, 26

+36.11K

0.02%

Hobbs Group Advisors, LLC

35.65K

Mar 31, 26

+337

0.02%

True Vision MN LLC

35.56K

Mar 31, 26

+772

0.02%

Steward Partners Investment Advisory, LLC

35.08K

Mar 31, 26

+2.44K

0.02%

Newport Capital Group, LLC

34.86K

Mar 31, 26

0.02%

Keel Point, LLC

34.70K

Mar 31, 26

0.02%

SJS Investment Consulting Inc.

33.95K

Mar 31, 26

+13.31K

0.02%

Vermillion & White Wealth Management Group, LLC

33.61K

Mar 31, 26

-3.01K

0.02%

Gryphon Financial Partners LLC

33.34K

Mar 31, 26

+33.34K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

33.10K

Mar 31, 26

+3.49K

0.02%

Allen Capital Group, LLC

31.70K

Mar 31, 26

-2.17K

0.02%

Western Wealth Management, LLC

29.74K

Mar 31, 26

0.02%

Capital Investment Advisors, LLC

29.62K

Mar 31, 26

+355

0.02%

Unified Investment Management

29.46K

Mar 31, 26

+1.35K

0.02%

Kathmere Capital Management, LLC

29.45K

Mar 31, 26

+5.73K

0.02%

Provenance Wealth Advisors, LLC

28.76K

Mar 31, 26

-500

0.02%

Waverly Advisors, LLC

28.28K

Mar 31, 26

+455

0.02%

Goodman Financial Corp

28.28K

Mar 31, 26

0.02%

Foundations Investment Advisors, LLC

27.98K

Mar 31, 26

+82

0.02%

HB Wealth Management, LLC

27.79K

Mar 31, 26

+1.61K

0.02%

Wealth Quarterback LLC

27.48K

Mar 31, 26

+2.35K

0.02%

Legacy Private Trust Co.

27.10K

Mar 31, 26

-10.38K

0.02%

Strategic Family Wealth Counselors, L.L.C.

26.62K

Mar 31, 26

+206

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

26.51K

Mar 31, 26

+792

0.02%

Phoenix Holdings Ltd.

25.81K

Mar 31, 26

-9.10K

0.01%

Leo Wealth, LLC

25.46K

Mar 31, 26

+769

0.01%

Axis Wealth Partners, LLC

25.29K

Mar 31, 26

-87

0.01%

MERCER GLOBAL ADVISORS INC /ADV

25.27K

Mar 31, 26

-2.08K

0.01%

YANKCOM Partnership

25.17K

Mar 31, 26

-431

0.01%

LANDAAS & CO /WI /ADV

24.76K

Mar 31, 26

0.01%

PRINCIPAL SECURITIES, INC.

24.66K

Mar 31, 26

-2.31K

0.01%

Aprio Wealth Management, LLC

24.44K

Mar 31, 26

+5.78K

0.01%

Well Done, LLC

23.80K

Mar 31, 26

0.01%

Arete Wealth Advisors, LLC

23.76K

Mar 31, 26

0.01%

Valmark Advisers, Inc.

23.35K

Mar 31, 26

+6.97K

0.01%

NFP Retirement, Inc.

22.78K

Mar 31, 26

+2.90K

0.01%

Larson Financial Group LLC

22.32K

Mar 31, 26

+178

0.01%

Arkadios Wealth Advisors

22.06K

Mar 31, 26

-1.59K

0.01%

Brown Financial Advisory

20.73K

Mar 31, 26

0.01%

Clark Capital Management Group, Inc.

20.23K

Mar 31, 26

0.01%

Berkshire Money Management, Inc.

20.16K

Mar 31, 26

0.01%

Crews Bank & Trust

19.57K

Mar 31, 26

0.01%

Tassel Capital Management, Inc.

18.39K

Mar 31, 26

+189

0.01%

Savvy Advisors, Inc.

17.93K

Mar 31, 26

+17.93K

0.01%

OARSMAN CAPITAL, INC.

17.86K

Mar 31, 26

0.01%

SIGMA INVESTMENT COUNSELORS INC

16.46K

Mar 31, 26

-1.04K

0.01%

Farther Finance Advisors, LLC

16.16K

Mar 31, 26

-4.26K

0.01%

Golden State Equity Partners

15.24K

Mar 31, 26

+15.24K

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

15.07K

Mar 31, 26

-1.46K

0.01%

Wealth Advisors of Iowa, LLC

14.69K

Mar 31, 26

+150

0.01%

LaSalle St. Investment Advisors, LLC

14.59K

Mar 31, 26

0.01%

CIBC WORLD MARKET INC.

14.50K

Mar 31, 26

0.01%

CHOREO, LLC

14.15K

Mar 31, 26

+14.15K

0.01%

Venture Visionary Partners LLC

13.93K

Mar 31, 26

-117

0.01%

Regal Investment Advisors LLC

13.83K

Mar 31, 26

+13.83K

0.01%

Claris Financial LLC

13.79K

Mar 31, 26

+50

0.01%

Yoder Wealth Management, Inc.

13.45K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

13.23K

Mar 31, 26

+3.13K

0.01%

Northeast Financial Group, Inc.

13.17K

Mar 31, 26

+13.17K

0.01%

PRIVATE TRUST CO NA

12.80K

Mar 31, 26

+860

0.01%

Advisory Services Network, LLC

12.76K

Mar 31, 26

+12.76K

0.01%

Ancora Advisors, LLC

12.72K

Mar 31, 26

-12.71K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.36K

Mar 31, 26

+12.36K

0.01%

Summit Wealth Partners, LLC

12.33K

Mar 31, 26

+37

0.01%

Altus Wealth Group LLC

12.01K

Mar 31, 26

-216

0.01%

Cerity Partners LLC

11.47K

Mar 31, 26

0.01%

Castleview Partners, LLC

11.36K

Mar 31, 26

+11.36K

0.01%

Strid Group, LLC

11.21K

Mar 31, 26

+11.21K

0.01%

Foundry Financial Group, Inc.

11.15K

Mar 31, 26

+1.16K

0.01%

Concurrent Investment Advisors, LLC

11.10K

Mar 31, 26

-12.28K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

11.02K

Mar 31, 26

+11.02K

0.01%

Clearstead Trust, LLC

10.72K

Mar 31, 26

-432

0.01%

Sowell Financial Services LLC

10.70K

Mar 31, 26

+97

0.01%

BENJAMIN EDWARDS INC

10.67K

Mar 31, 26

0.01%

CreativeOne Wealth, LLC

10.55K

Mar 31, 26

+845

0.01%

GTS SECURITIES LLC

10.26K

Mar 31, 26

+10.26K

0.01%

RITHOLTZ WEALTH MANAGEMENT

10.17K

Mar 31, 26

+10.17K

0.01%

SENTINEL PENSION ADVISORS INC

10.01K

Mar 31, 26

+88

0.01%

Darden Wealth Group Inc

10.00K

Mar 31, 26

0.01%

ARQ WEALTH ADVISORS, LLC

10.00K

Mar 31, 26

+10.00K

0.01%

RIA Advisory Group LLC

9.83K

Mar 31, 26

+9.83K

0.01%

Fountainhead AM, LLC

9.71K

Mar 31, 26

+9.71K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

9.71K

Mar 31, 26

0.01%

Rialto Wealth Management, LLC

8.58K

Mar 31, 26

0.00%

BankPlus Trust Department

8.15K

Mar 31, 26

+486

0.00%

FMR LLC

7.63K

Mar 31, 26

+3.75K

0.00%

Ashton Thomas Private Wealth, LLC

7.09K

Mar 31, 26

+7.09K

0.00%

US BANCORP \DE\

6.33K

Mar 31, 26

+3.03K

0.00%

IMA Wealth, Inc.

6.19K

Mar 31, 26

+29

0.00%

United Community Bank

5.50K

Mar 31, 26

+5.50K

0.00%

FAS Wealth Partners, Inc.

5.48K

Mar 31, 26

+59

0.00%

AdvisorNet Financial, Inc

5.04K

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

3.98K

Mar 31, 26

+43

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.98K

Mar 31, 26

+1.78K

0.00%

Tower Research Capital LLC (TRC)

3.40K

Mar 31, 26

-12.82K

0.00%

ALERUS FINANCIAL NA

3.09K

Mar 31, 26

-2.46K

0.00%

IFG Advisory, LLC

3.05K

Mar 31, 26

+3.05K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.26K

Mar 31, 26

+200

0.00%

BANK OF MONTREAL /CAN/

1.97K

Mar 31, 26

+1.97K

0.00%

Topsail Wealth Management, LLC

1.73K

Mar 31, 26

+400

0.00%

AlphaCore Capital LLC

1.60K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.49K

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

1.46K

Mar 31, 26

-5.68K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.43K

Mar 31, 26

+1.40K

0.00%

Ameritas Investment Partners, Inc.

1.39K

Mar 31, 26

+10

0.00%

Smithfield Trust Co

1.05K

Mar 31, 26

0.00%

Aspect Partners, LLC

975

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

736

Mar 31, 26

+478

0.00%

Community Bank, N.A.

720

Mar 31, 26

-865

0.00%

NBC SECURITIES, INC.

669

Mar 31, 26

+11

0.00%

AE Wealth Management LLC

580

Mar 31, 26

0.00%

Sound Income Strategies, LLC

388

Mar 31, 26

0.00%

Imprint Wealth LLC

113

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

113

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

Gs Investments, Inc.

Mar 31, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

Diversified Portfolios, Inc.

Mar 31, 26

-13.17K

Willis Johnson & Associates, Inc.

Mar 31, 26

-14.41K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-181.91K

Cloud Capital Management, LLC

Mar 31, 26

-12.47K

JANE STREET GROUP, LLC

Mar 31, 26

-49.92K

Stonebridge Capital Advisors LLC

Mar 31, 26

-10.47K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-12.14K

Janney Montgomery Scott LLC

Mar 31, 26

-467.50K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-138.30K

KEYBANK NATIONAL ASSOCIATION/OH

Mar 31, 26

-16.63K

HM PAYSON & CO

Mar 31, 26

-116

Ronald Blue Trust, Inc.

Mar 31, 26

-708

Camelot Portfolios, LLC

Mar 31, 26

-75.87K

Blueprint Financial Advisors LLC

Mar 31, 26

-10.42K

Evanson Asset Management, LLC

Mar 31, 26

-17.68K

Advisors Capital Management, LLC

Mar 31, 26

-568.24K

Atomi Financial Group, Inc.

Mar 31, 26

-14.94K

Rossby Financial, LCC

Mar 31, 26

-480

Diversify Advisory Services, LLC

Mar 31, 26

-22.06K

NOTTINGHAM ADVISORS, INC.

Mar 31, 26

-93.73K

SRS Capital Advisors, Inc.

Mar 31, 26

-522

Argentarii, LLC

Mar 31, 26

-15.56K

Blueprint Investment Partners LLC

Mar 31, 26

-10.42K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-32.37K

Brinker Capital Investments, LLC

Mar 31, 26

-153.46K

Adalta Capital Management LLC

Mar 31, 26

-21.29K

ROVIN CAPITAL /UT/ /ADV

127.05K

Dec 31, 25

-447

0.07%

COMERICA BANK

43.98K

Dec 31, 25

+6.95K

0.03%

ORG Partners LLC

13.49K

Dec 31, 25

+393

0.01%

Global Retirement Partners, LLC

7.35K

Dec 31, 25

+972

0.00%

Nalls Sherbakoff Group, LLC

7.29K

Dec 31, 25

+27

0.00%

McCarthy & Cox

Dec 31, 25

-211.11K

Blue Barn Wealth, LLC

Dec 31, 25

-93.33K

Sterling Financial Group, Inc.

977.02K

Sep 30, 25

+246.88K

0.56%

OPTIMUM INVESTMENT ADVISORS

3.60K

Sep 30, 25

+700

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-914.99K

AVANTAX ADVISORY SERVICES, INC.

144.68K

Jun 30, 25

-10.94K

0.08%

Congress Wealth Management LLC / DE /

51.79K

Jun 30, 25

+431

0.03%

Exchange Capital Management, Inc.

32.32K

Jun 30, 25

-118

0.02%

SUMMIT INVESTMENT ADVISORS, INC.

29.27K

Jun 30, 25

+4.41K

0.02%

Tyler-Stone Wealth Management

29.00K

Jun 30, 25

+12.40K

0.02%

Atria Wealth Solutions, Inc.

20.83K

Jun 30, 25

-8.46K

0.01%

Horan Securities, Inc.

10.08K

Jun 30, 25

+100

0.01%

Orion Portfolio Solutions, LLC

120.15K

Mar 31, 25

+3.00K

0.07%

Coordinated Financial Services, Inc./CO

34.12K

Mar 31, 25

+34.12K

0.02%

Monterey Private Wealth, Inc.

28.24K

Mar 31, 25

+309

0.02%

Delta Financial Group, Inc.

25.66K

Mar 31, 25

+1.63K

0.01%

Aveo Capital Partners, LLC

Mar 31, 25

-15.20K

TrinityPoint Wealth, LLC

91.82K

Dec 31, 24

+14.69K

0.05%

Kades & Cheifetz LLC

43.83K

Dec 31, 24

+171

0.03%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.37K

Raymond James Financial Services Advisors, Inc.

2.57M

Sep 30, 24

+142.65K

1.49%

RAYMOND JAMES & ASSOCIATES

2.02M

Sep 30, 24

+290.12K

1.17%

New Potomac Partners, LLC

161.75K

Sep 30, 24

+29.90K

0.09%

Argent Financial Group, Inc.

31.57K

Sep 30, 24

+31.57K

0.02%

Divergent Wealth Advisors

19.88K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

10.24K

Jun 30, 24

+1.92K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.19M

Mar 31, 24

+300.88K

1.27%

Cetera Advisor Networks LLC

40.91K

Mar 31, 24

+7.32K

0.02%

Cetera Advisors LLC

15.26K

Mar 31, 24

+2.11K

0.01%

COLONY GROUP LLC

282.07K

Sep 30, 23

-10.97K

0.16%

Sutton Wealth Advisors Inc.

1.91K

Sep 30, 23

0.00%

First Command Financial Services, Inc.

10.79K

Jun 30, 23

-16

0.01%

First Command Bank

10.79K

Jun 30, 23

-16

0.01%

First Capital Advisors Group, LLC.

4.39K

Jun 30, 23

+4.39K

0.00%

Vigilant Capital Management, LLC

915

Jun 30, 23

0.00%

Sargent Bickham Lagudis LLC

62.40K

Dec 31, 22

+17.73K

0.04%

BAINCO INTERNATIONAL INVESTORS

1.35K

Dec 31, 20

+1.35K

0.00%

Private Vista, LLC

149.56K

Jun 30, 20

-18.09K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.00K

Dec 31, 19

0.00%

Advisor Group, Inc.

750

Dec 31, 19

+750

0.00%