Vanguard Short-Term Bond ETF(BSV)

$77.49—Stale · unknown old

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Vanguard Short-Term Bond ETF(BSV)

NYSE • Last print unknown ago

$77.49—Stale · unknown old

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BSV(BSV)

BSV

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

50.65M

Jun 30, 26

+5.22M

5.63%

Creative Planning

43.84M

Jun 30, 26

+6.45M

4.87%

ENVESTNET ASSET MANAGEMENT INC

32.32M

Jun 30, 26

+801.13K

3.59%

Empower Advisory Group, LLC

24.30M

Jun 30, 26

+1.76M

2.70%

MORGAN STANLEY

23.64M

Jun 30, 26

-756.74K

2.63%

GOLDMAN SACHS GROUP INC

20.45M

Jun 30, 26

+742.88K

2.27%

JPMORGAN CHASE & CO

16.86M

Jun 30, 26

-16.36M

1.87%

Allworth Financial LP

15.33M

Jun 30, 26

-2.19M

1.70%

BANK OF AMERICA CORP /DE/

12.27M

Jun 30, 26

-375.23K

1.36%

NORTHERN TRUST CORP

9.93M

Jun 30, 26

-1.64M

1.10%

Truepoint, Inc.

7.42M

Jun 30, 26

+202.26K

0.82%

LPL Financial LLC

7.26M

Jun 30, 26

+139.20K

0.81%

CAPTRUST FINANCIAL ADVISORS

7.22M

Jun 30, 26

+780.20K

0.80%

WELLS FARGO & COMPANY/MN

6.76M

Jun 30, 26

+649.64K

0.75%

RAYMOND JAMES FINANCIAL INC

4.13M

Jun 30, 26

+230.09K

0.46%

LINCOLN NATIONAL CORP

3.98M

Jun 30, 26

+75.13K

0.44%

UBS Group AG

3.96M

Jun 30, 26

+83.21K

0.44%

CI Private Wealth, LLC

3.96M

Jun 30, 26

+341.57K

0.44%

Sequoia Financial Advisors, LLC

3.63M

Jun 30, 26

+252.68K

0.40%

ROYAL BANK OF CANADA

3.59M

Jun 30, 26

+128.97K

0.40%

Cerity Partners LLC

3.51M

Jun 30, 26

+110.73K

0.39%

Bank of New York Mellon Corp

2.98M

Jun 30, 26

+85.37K

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

2.78M

Jun 30, 26

-70.73K

0.31%

Cetera Investment Advisers

2.70M

Jun 30, 26

+140.37K

0.30%

True Link Financial Advisors, LLC

2.61M

Jun 30, 26

+125.89K

0.29%

Purpose Unlimited Inc.

2.57M

Jun 30, 26

+290.74K

0.29%

MetLife Investment Management, LLC

2.46M

Jun 30, 26

+185.00K

0.27%

TRUIST FINANCIAL CORP

2.17M

Jun 30, 26

+297.35K

0.24%

Colony Group, LLC

2.17M

Jun 30, 26

+31.65K

0.24%

Sixth Street Partners Management Company, L.P.

2.16M

Jun 30, 26

+2.16M

0.24%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.16M

Jun 30, 26

+107.76K

0.24%

JONES FINANCIAL COMPANIES LLLP

2.10M

Jun 30, 26

+268.76K

0.23%

ADVISOR GROUP HOLDINGS, INC.

2.09M

Jun 30, 26

+267.46K

0.23%

WIT, LLC

1.98M

Jun 30, 26

-25.66K

0.22%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.82M

Jun 30, 26

-99.61K

0.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.70M

Jun 30, 26

+96.92K

0.19%

Valmark Advisers, Inc.

1.69M

Jun 30, 26

+78.48K

0.19%

Apella Capital, LLC

1.58M

Jun 30, 26

-76.10K

0.18%

National Philanthropic Trust

1.55M

Jun 30, 26

+6.54K

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

1.47M

Jun 30, 26

+170.03K

0.16%

Cambridge Investment Research Advisors, Inc.

1.46M

Jun 30, 26

+40.25K

0.16%

RW Investment Management LLC

1.40M

Jun 30, 26

+59.04K

0.16%

Freestone Capital Holdings, LLC

1.36M

Jun 30, 26

+180.76K

0.15%

ASSETMARK, INC

1.35M

Jun 30, 26

+1.04M

0.15%

Savant Capital, LLC

1.34M

Jun 30, 26

+590.01K

0.15%

AMERIPRISE FINANCIAL INC

1.33M

Jun 30, 26

+87.20K

0.15%

Beacon Pointe Advisors, LLC

1.30M

Jun 30, 26

+76.81K

0.14%

Smithfield Trust Co

1.26M

Jun 30, 26

+7.23K

0.14%

RS CRUM INC.

1.25M

Jun 30, 26

+62.25K

0.14%

DAVENPORT & Co LLC

1.24M

Jun 30, 26

-2.66K

0.14%

EXCHANGE TRADED CONCEPTS, LLC

1.21M

Jun 30, 26

+156.36K

0.13%

FIFTH THIRD BANCORP

1.20M

Jun 30, 26

-385.95K

0.13%

Fund Evaluation Group, LLC

1.18M

Jun 30, 26

+1.18M

0.13%

Pensionmark Financial Group, LLC

1.17M

Jun 30, 26

+8.63K

0.13%

Janney Montgomery Scott LLC

1.11M

Jun 30, 26

+65.45K

0.12%

D.A. DAVIDSON & CO.

1.08M

Jun 30, 26

+22.60K

0.12%

PEAPACK GLADSTONE FINANCIAL CORP

1.04M

Jun 30, 26

+13.18K

0.12%

Martel Wealth Advisors Inc

996.46K

Jun 30, 26

+58.18K

0.11%

Buckingham Strategic Partners

980.90K

Jun 30, 26

+236.35K

0.11%

MML INVESTORS SERVICES, LLC

970.66K

Jun 30, 26

+150.61K

0.11%

Envestnet Portfolio Solutions, Inc.

939.12K

Jun 30, 26

+55.70K

0.10%

Integris Wealth Management, LLC

898.70K

Jun 30, 26

+45.92K

0.10%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

893.91K

Jun 30, 26

+709.39K

0.10%

VANGUARD ADVISERS INC

873.89K

Jun 30, 26

+85.33K

0.10%

FIRST MERCHANTS CORP

871.82K

Jun 30, 26

-11.58K

0.10%

HighTower Advisors, LLC

868.05K

Jun 30, 26

+22.07K

0.10%

STIFEL FINANCIAL CORP

865.92K

Jun 30, 26

+25.31K

0.10%

Windward Private Wealth Management Inc.

861.11K

Jun 30, 26

+17.92K

0.10%

Petersen Hastings Wealth Advisors Inc.

847.13K

Jun 30, 26

+47.08K

0.09%

Gemmer Asset Management LLC

838.30K

Jun 30, 26

+17.85K

0.09%

Capital Analysts, LLC

808.30K

Jun 30, 26

+48.09K

0.09%

International City Management Association Retirement Corp

776.82K

Jun 30, 26

+177.32K

0.09%

Vestmark Advisory Solutions, Inc.

754.76K

Jun 30, 26

+120.89K

0.08%

Miracle Mile Advisors, LLC

739.37K

Jun 30, 26

+54.82K

0.08%

Trajan Wealth LLC

728.26K

Jun 30, 26

+43.82K

0.08%

Arbor Investment Advisors, LLC

675.07K

Jun 30, 26

+46.22K

0.07%

Betterment LLC

663.16K

Jun 30, 26

+34.85K

0.07%

Farther Finance Advisors, LLC

636.52K

Jun 30, 26

+48.13K

0.07%

Symmetry Partners, LLC

635.55K

Jun 30, 26

+15.14K

0.07%

TD Capital Management LLC

633.34K

Jun 30, 26

-61.47K

0.07%

Brinker Capital Investments, LLC

631.44K

Jun 30, 26

+155.34K

0.07%

PRESILIUM PRIVATE WEALTH, LLC

615.15K

Jun 30, 26

+65.09K

0.07%

Clark Asset Management, LLC

584.36K

Jun 30, 26

+66.83K

0.06%

Old Peak Finance LLC

567.98K

Jun 30, 26

+62.53K

0.06%

TOBIAS FINANCIAL ADVISORS, INC.

566.49K

Jun 30, 26

+23.03K

0.06%

Annandale Capital, LLC

556.85K

Jun 30, 26

+9.25K

0.06%

Prime Capital Investment Advisors, LLC

551.86K

Jun 30, 26

-173.79K

0.06%

Baird Financial Group, Inc.

548.72K

Jun 30, 26

+31.15K

0.06%

Voya Financial Advisors, Inc.

502.76K

Jun 30, 26

+66.39K

0.06%

Partners in Financial Planning

488.98K

Jun 30, 26

+11.61K

0.05%

Savvy Advisors, Inc.

480.92K

Jun 30, 26

+40.12K

0.05%

NewEdge Advisors, LLC

473.56K

Jun 30, 26

+48.73K

0.05%

Wealthquest Corp

472.22K

Jun 30, 26

+17.20K

0.05%

Human Investing LLC

468.07K

Jun 30, 26

+18.65K

0.05%

CreativeOne Wealth, LLC

465.70K

Jun 30, 26

+44.59K

0.05%

Compass Planning Associates Inc

462.10K

Jun 30, 26

+96.34K

0.05%

PDS Planning, Inc

450.64K

Jun 30, 26

+18.64K

0.05%

Mariner, LLC

447.86K

Jun 30, 26

-14.43K

0.05%

Berkshire Money Management, Inc.

423.45K

Jun 30, 26

+1.88K

0.05%

Waterford Advisors, LLC

421.60K

Jun 30, 26

+25.52K

0.05%

Sage Financial Management Group, Inc.

418.58K

Jun 30, 26

+40.90K

0.05%

PARK AVENUE SECURITIES LLC

415.89K

Jun 30, 26

+18.93K

0.05%

CULLEN/FROST BANKERS, INC.

412.37K

Jun 30, 26

-43

0.05%

ASSOCIATED BANC-CORP

409.22K

Jun 30, 26

+32.07K

0.05%

Mount Yale Investment Advisors, LLC

402.70K

Jun 30, 26

+59.16K

0.04%

GREENUP STREET WEALTH MANAGEMENT LLC

401.30K

Jun 30, 26

+398.25K

0.04%

AQR CAPITAL MANAGEMENT LLC

396.35K

Jun 30, 26

+62.00K

0.04%

BlackRock, Inc.

389.86K

Jun 30, 26

+3.64K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

385.62K

Jun 30, 26

+8.63K

0.04%

BARR E S & CO

380.21K

Jun 30, 26

-27.36K

0.04%

Ancora Advisors, LLC

379.61K

Jun 30, 26

-2.30K

0.04%

NISA INVESTMENT ADVISORS, LLC

378.26K

Jun 30, 26

+5.21K

0.04%

PRINCIPAL FINANCIAL GROUP INC

378.26K

Jun 30, 26

+5.01K

0.04%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

378.20K

Jun 30, 26

+191.57K

0.04%

EverSource Wealth Advisors, LLC

369.59K

Jun 30, 26

-195.13K

0.04%

Ronald Blue Trust, Inc.

340.95K

Jun 30, 26

+43.72K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

337.30K

Jun 30, 26

-5.91K

0.04%

KWMG, LLC

328.41K

Jun 30, 26

+37.18K

0.04%

CLUNE & ASSOCIATES, LTD.

325.86K

Jun 30, 26

+85.79K

0.04%

Graves Light Lenhart Wealth, Inc.

318.10K

Jun 30, 26

+12.20K

0.04%

XML Financial, LLC

317.27K

Jun 30, 26

+45.72K

0.04%

BLAIR WILLIAM & CO/IL

317.15K

Jun 30, 26

-25.38K

0.04%

Discipline Wealth Solutions, LLC

309.53K

Jun 30, 26

+14.11K

0.03%

BetterWealth, LLC

304.62K

Jun 30, 26

+18.97K

0.03%

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

300.30K

Jun 30, 26

+998

0.03%

Kestra Advisory Services, LLC

291.87K

Jun 30, 26

+46.33K

0.03%

Beacon Capital Management, Inc.

291.77K

Jun 30, 26

-61.30K

0.03%

Trellis Wealth Advisors LLC

287.33K

Jun 30, 26

+19.25K

0.03%

Apollon Wealth Management, LLC

280.55K

Jun 30, 26

+19.41K

0.03%

DAYMARK WEALTH PARTNERS, LLC

278.08K

Jun 30, 26

+271.71K

0.03%

Kelman-Lazarov, Inc.

276.32K

Jun 30, 26

+9.26K

0.03%

Greystone Financial Group, LLC

275.67K

Jun 30, 26

-4.77K

0.03%

Lutz Financial Services LLC

274.93K

Jun 30, 26

+10.92K

0.03%

Allied Investment Advisors, LLC

273.99K

Jun 30, 26

+273.99K

0.03%

BARTLETT & CO. WEALTH MANAGEMENT LLC

272.38K

Jun 30, 26

-15.78K

0.03%

Evolution Advisers, Inc.

269.33K

Jun 30, 26

+16.41K

0.03%

CITIGROUP INC

267.00K

Jun 30, 26

+12.47K

0.03%

McCarthy Grittinger Financial Group, LLC

262.72K

Jun 30, 26

+19.51K

0.03%

Modera Wealth Management, LLC

259.78K

Jun 30, 26

+21.42K

0.03%

Wiser Wealth Management, Inc

250.38K

Jun 30, 26

+6.91K

0.03%

Wealth Dimensions Group, Ltd.

250.19K

Jun 30, 26

-779

0.03%

eCIO, Inc.

249.96K

Jun 30, 26

+22.54K

0.03%

Fort Henry Capital, LLC

248.90K

Jun 30, 26

+7.55K

0.03%

Atria Investments, Inc

247.49K

Jun 30, 26

-89.84K

0.03%

Stephenson & Company, Inc.

245.95K

Jun 30, 26

+3.72K

0.03%

Brewster Financial Planning LLC

241.80K

Jun 30, 26

+1.60K

0.03%

SAX WEALTH ADVISORS, LLC

240.58K

Jun 30, 26

+212.89K

0.03%

Alaska Wealth Advisors

238.42K

Jun 30, 26

+1.33K

0.03%

Financial Engines Advisors L.L.C.

237.93K

Jun 30, 26

+19.52K

0.03%

Level Financial Advisors, Inc.

237.88K

Jun 30, 26

+11.10K

0.03%

SRS Capital Advisors, Inc.

230.54K

Jun 30, 26

+69.62K

0.03%

BANK OF MONTREAL /CAN/

229.67K

Jun 30, 26

+6.73K

0.03%

M&T BANK CORP

229.06K

Jun 30, 26

+54.00K

0.03%

First Heartland Consultants, Inc.

228.81K

Jun 30, 26

-101.37K

0.03%

Silver Oak Advisory Group, Inc.

228.32K

Jun 30, 26

+4.66K

0.03%

Tillman Hartley LLC

228.07K

Jun 30, 26

+8.89K

0.03%

Brookstone Capital Management

227.55K

Jun 30, 26

+33.55K

0.03%

Forza Wealth Management, LLC

226.10K

Jun 30, 26

+114.46K

0.03%

Your Advocates Ltd., LLP

223.76K

Jun 30, 26

+11.92K

0.02%

NWAM LLC

223.73K

Jun 30, 26

-15.80K

0.02%

UNITED SERVICES AUTOMOBILE ASSOCIATION

217.80K

Jun 30, 26

+74.78K

0.02%

TD PRIVATE CLIENT WEALTH LLC

216.72K

Jun 30, 26

+8.61K

0.02%

Mustard Seed Financial, LLC

215.39K

Jun 30, 26

+11.16K

0.02%

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

213.93K

Jun 30, 26

+28.85K

0.02%

Safir Wealth Advisors, LLC

213.72K

Jun 30, 26

+14.55K

0.02%

Ellevest, Inc.

212.97K

Jun 30, 26

+124.16K

0.02%

NewEdge Wealth, LLC

208.73K

Jun 30, 26

-55.10K

0.02%

TCG Advisory Services, LLC

208.72K

Jun 30, 26

+7.61K

0.02%

Investment Planning Advisors, Inc.

208.65K

Jun 30, 26

+85.69K

0.02%

Oath Planning, LLC

208.59K

Jun 30, 26

+38.95K

0.02%

Resources Investment Advisors, LLC.

206.53K

Jun 30, 26

-3.47K

0.02%

EAGLE ROCK INVESTMENT COMPANY, LLC

205.53K

Jun 30, 26

+48.49K

0.02%

FIRST HORIZON CORP

200.34K

Jun 30, 26

-12.07K

0.02%

SouthState Corp

195.92K

Jun 30, 26

+10.46K

0.02%

Bleakley Financial Group, LLC

195.00K

Jun 30, 26

+82.58K

0.02%

Alaska Permanent Capital Management

192.59K

Jun 30, 26

+12.62K

0.02%

Vertrix Wealth Management, LLC

190.85K

Jun 30, 26

+11.53K

0.02%

Harfst & Associates, Inc.

188.44K

Jun 30, 26

+68.25K

0.02%

NATIXIS ADVISORS, L.P.

187.01K

Jun 30, 26

+17.90K

0.02%

Concurrent Investment Advisors, LLC

186.51K

Jun 30, 26

+2.54K

0.02%

US BANCORP \DE\

185.74K

Jun 30, 26

-7.43K

0.02%

OneAscent Financial Services LLC

185.66K

Jun 30, 26

-7.46K

0.02%

Cornerstone Investment Partners, LLC

185.36K

Jun 30, 26

+45.29K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

184.69K

Jun 30, 26

+8.45K

0.02%

SigFig Wealth Management, LLC

183.52K

Jun 30, 26

+1.97K

0.02%

CHOREO, LLC

180.72K

Jun 30, 26

+7.32K

0.02%

Bay Harbor Wealth Management, LLC

180.70K

Jun 30, 26

+1.60K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

180.52K

Jun 30, 26

-4.47K

0.02%

Frankly Finances, LLC

179.88K

Jun 30, 26

+8.51K

0.02%

Vawter Financial, Ltd.

173.70K

Jun 30, 26

+12.11K

0.02%

C M BIDWELL & ASSOCIATES LTD

172.16K

Jun 30, 26

-2.22K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

171.47K

Jun 30, 26

+171.47K

0.02%

AMES NATIONAL CORP

170.83K

Jun 30, 26

+7.76K

0.02%

FARMERS & MERCHANTS INVESTMENTS INC

168.49K

Jun 30, 26

+450

0.02%

Disciplina Capital Management LLC

167.16K

Jun 30, 26

-12.06K

0.02%

Smartleaf Asset Management LLC

164.52K

Jun 30, 26

0.02%

Sovereign Financial Group, Inc.

164.47K

Jun 30, 26

+9.70K

0.02%

ELEVATE WEALTH ADVISORY, INC

164.16K

Jun 30, 26

+7.00K

0.02%

Stone Point Wealth LLC

163.80K

Jun 30, 26

-2.64K

0.02%

Colter Lewis Investment Partners LLC

163.26K

Jun 30, 26

+256

0.02%

Eaton-Cambridge Inc.

163.02K

Jun 30, 26

+1.67K

0.02%

NI ACQUISITIONS COMPANY, LLC

161.00K

Jun 30, 26

+161.00K

0.02%

NATIONAL BANK OF CANADA /FI/

159.08K

Jun 30, 26

-8.04K

0.02%

RFG Advisory, LLC

158.86K

Jun 30, 26

-3.33K

0.02%

MORRIS FINANCIAL CONCEPTS, INC.

157.72K

Jun 30, 26

+10.29K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

157.68K

Jun 30, 26

-2.23K

0.02%

Columbia River Financial Group, LLC

157.17K

Jun 30, 26

+13.75K

0.02%

DiPaolo Financial Group, Inc.

157.08K

Jun 30, 26

+6.39K

0.02%

Mutual Advisors, LLC

155.48K

Jun 30, 26

+4.01K

0.02%

J.W. COLE ADVISORS, INC.

154.50K

Jun 30, 26

+154.50K

0.02%

HTG Investment Advisors, Inc.

154.20K

Jun 30, 26

-57.14K

0.02%

Parker Financial LLC

152.00K

Jun 30, 26

-227

0.02%

City State Bank

149.10K

Jun 30, 26

+2.33K

0.02%

Fidato Wealth LLC

148.69K

Jun 30, 26

+7.33K

0.02%

CGN Advisors LLC

148.63K

Jun 30, 26

+3.07K

0.02%

Pines Wealth Management, LLC

147.95K

Jun 30, 26

+1.84K

0.02%

COMMERCE BANK

147.54K

Jun 30, 26

-2.69K

0.02%

SCOTIA CAPITAL INC.

147.14K

Jun 30, 26

+1.42K

0.02%

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

146.06K

Jun 30, 26

-3.48K

0.02%

Sanctuary Advisors, LLC

145.89K

Jun 30, 26

+5.77K

0.02%

Torrey-Payne Wealth Management, LLC

145.73K

Jun 30, 26

+6.66K

0.02%

Adaptive Financial Consulting, LLC

145.50K

Jun 30, 26

-1.99K

0.02%

Hopwood Financial Services, Inc.

144.40K

Jun 30, 26

+14.00K

0.02%

Exeter Financial, LLC

144.19K

Jun 30, 26

+6.20K

0.02%

McAdam, LLC

143.48K

Jun 30, 26

-110.52K

0.02%

Crews Bank & Trust

142.02K

Jun 30, 26

+3.39K

0.02%

Private Advisor Group, LLC

141.79K

Jun 30, 26

-144.83K

0.02%

Focus Financial Network, Inc.

141.12K

Jun 30, 26

+5.45K

0.02%

3 FACTOR INDEXING, LLC

139.89K

Jun 30, 26

-24.07K

0.02%

Zeit Capital LLC

139.75K

Jun 30, 26

+4.08K

0.02%

Sand Hill Global Advisors, LLC

139.51K

Jun 30, 26

-109

0.02%

REDW Wealth LLC

139.16K

Jun 30, 26

-20.10K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

137.19K

Jun 30, 26

-39.41K

0.02%

Tribridge Partners Financial LLC

136.18K

Jun 30, 26

-1.07K

0.02%

VCI Wealth Management LLC

135.00K

Jun 30, 26

-801

0.01%

Vise Technologies, Inc.

134.38K

Jun 30, 26

+97.38K

0.01%

RESOLUTE CAPITAL, LLC

133.57K

Jun 30, 26

-9.59K

0.01%

Wealthspire Advisors, LLC

133.40K

Jun 30, 26

+16.41K

0.01%

Lynch Investment Planning, LLC

132.78K

Jun 30, 26

+23.19K

0.01%

Pathstone Holdings, LLC

132.30K

Jun 30, 26

+33.51K

0.01%

Ameritas Advisory Services, LLC

132.25K

Jun 30, 26

+65.33K

0.01%

IFG Advisors, LLC

131.81K

Jun 30, 26

+4.75K

0.01%

HEADINVEST, LLC

128.26K

Jun 30, 26

-2.63K

0.01%

CAHILL FINANCIAL ADVISORS INC

127.81K

Jun 30, 26

+306

0.01%

Aspire Private Capital, LLC

127.66K

Jun 30, 26

+10.39K

0.01%

Man Group plc

126.50K

Jun 30, 26

+71.78K

0.01%

Kathmere Capital Management, LLC

126.33K

Jun 30, 26

+2.55K

0.01%

White Lighthouse Investment Management Inc.

124.75K

Jun 30, 26

+4.37K

0.01%

SageView Advisory Group, LLC

124.33K

Jun 30, 26

+88.10K

0.01%

RF&L WEALTH MANAGEMENT, LLC

124.20K

Jun 30, 26

+8.30K

0.01%

Arcadia Wealth Management, LLC

124.11K

Jun 30, 26

+8.54K

0.01%

BNP PARIBAS ARBITRAGE, SNC

124.09K

Jun 30, 26

-5.54K

0.01%

OLD MISSION CAPITAL LLC

121.16K

Jun 30, 26

+121.16K

0.01%

Successful Portfolios LLC

120.46K

Jun 30, 26

+11.13K

0.01%

Rockefeller Capital Management L.P.

118.56K

Jun 30, 26

-1.47K

0.01%

Clarity Capital Advisors, LLC

117.44K

Jun 30, 26

+2.44K

0.01%

MISSION WEALTH MANAGEMENT, LP

115.94K

Jun 30, 26

+193

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

114.39K

Jun 30, 26

+21.33K

0.01%

PRINCIPAL SECURITIES, INC.

113.04K

Jun 30, 26

+15.41K

0.01%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

112.43K

Jun 30, 26

+6.79K

0.01%

Root Financial Partners, LLC

110.62K

Jun 30, 26

+21.77K

0.01%

CACTI ASSET MANAGEMENT LLC

110.29K

Jun 30, 26

+32.96K

0.01%

ELEVATUS WELATH MANAGEMENT

109.78K

Jun 30, 26

+101.28K

0.01%

Cornerstone Financial Group, LLC /NE/

109.64K

Jun 30, 26

+4.38K

0.01%

Essential Planning, LLC.

109.24K

Jun 30, 26

+5.30K

0.01%

Fortis Advisors, LLC

108.25K

Jun 30, 26

-1.11K

0.01%

Mills Wealth Advisors LLC

107.26K

Jun 30, 26

+10.33K

0.01%

IHT Wealth Management, LLC

105.84K

Jun 30, 26

-152

0.01%

Regal Investment Advisors LLC

105.02K

Jun 30, 26

+2.43K

0.01%

Austin Asset Management Co Inc

104.75K

Jun 30, 26

-6.75K

0.01%

Krane Financial Solutions LLC

104.18K

Jun 30, 26

+1.80K

0.01%

RETIREMITTEN FINANCIAL LLC

103.69K

Jun 30, 26

+9.57K

0.01%

FIRST TRUST ADVISORS LP

103.47K

Jun 30, 26

+103.47K

0.01%

INVESTMENT PARTNERS, LTD.

103.19K

Jun 30, 26

+10.87K

0.01%

Parallel Advisors, LLC

102.60K

Jun 30, 26

+14.31K

0.01%

Atomi Financial Group, Inc.

102.44K

Jun 30, 26

+2.58K

0.01%

SFAM, LLC

102.30K

Jun 30, 26

+20.27K

0.01%

Uptown Financial Advisors LLC

100.18K

Jun 30, 26

0.01%

Capital Investment Management, Inc.

99.62K

Jun 30, 26

+554

0.01%

Waterloo Capital, L.P.

99.42K

Jun 30, 26

-66.01K

0.01%

Capital Investment Advisors, LLC

98.68K

Jun 30, 26

-1.52K

0.01%

Ashton Thomas Private Wealth, LLC

97.47K

Jun 30, 26

+10.63K

0.01%

CULBERTSON A N & CO INC

97.23K

Jun 30, 26

-1.83K

0.01%

Echo45 Advisors LLC

97.13K

Jun 30, 26

+5.16K

0.01%

Foundation Wealth Management, LLC\PA

95.08K

Jun 30, 26

-1.82K

0.01%

HOHIMER WEALTH MANAGEMENT, LLC

94.63K

Jun 30, 26

+25.40K

0.01%

Shah Wealth Advisors, LLC

93.65K

Jun 30, 26

+93.65K

0.01%

Slow Capital, Inc.

91.26K

Jun 30, 26

+4.03K

0.01%

RENAISSANCE TECHNOLOGIES LLC

91.06K

Jun 30, 26

+91.06K

0.01%

Bull Street Advisors, LLC

91.04K

Jun 30, 26

-2.91K

0.01%

Prudent Man Advisors, LLC

90.47K

Jun 30, 26

-619

0.01%

Bath Savings Trust Co

89.26K

Jun 30, 26

-4.12K

0.01%

HARBOUR INVESTMENTS, INC.

89.19K

Jun 30, 26

-6.25K

0.01%

FIRST AMERICAN TRUST, FSB

89.18K

Jun 30, 26

-22.84K

0.01%

Diversified Portfolios, Inc.

89.10K

Jun 30, 26

-6.30K

0.01%

WASHINGTON CAPITAL MANAGEMENT, INC

88.66K

Jun 30, 26

+88.66K

0.01%

CAPITAL PERFORMANCE ADVISORS LLP

87.87K

Jun 30, 26

-10.53K

0.01%

MAIMON WEALTH MANAGEMENT LTD.

87.73K

Jun 30, 26

+9.83K

0.01%

PCG ASSET MANAGEMENT, LLC

87.36K

Jun 30, 26

+2.04K

0.01%

Houlihan Financial Resource Group, Ltd.

86.65K

Jun 30, 26

-950

0.01%

TFC Financial Management, Inc.

85.62K

Jun 30, 26

-23.33K

0.01%

Pacific Park Financial, Inc.

85.17K

Jun 30, 26

+9.44K

0.01%

Strategic Investment Advisors / MI

85.17K

Jun 30, 26

-3.99K

0.01%

Elevated Capital Advisors, LLC

84.56K

Jun 30, 26

+5.86K

0.01%

Carnegie Capital Asset Management, LLC

84.50K

Jun 30, 26

+39.67K

0.01%

Merit Financial Group, LLC

84.17K

Jun 30, 26

-8.94K

0.01%

BANK OF HAWAII

83.90K

Jun 30, 26

+5.24K

0.01%

Prosperity Consulting Group, LLC

83.38K

Jun 30, 26

+5.12K

0.01%

Integrity Investment Advisors, LLC

82.81K

Jun 30, 26

+12.74K

0.01%

AE Wealth Management LLC

82.03K

Jun 30, 26

+403

0.01%

BancFirst Trust & Investment Management

81.78K

Jun 30, 26

+9.27K

0.01%

Compass Financial Group, Inc. (Ohio)

81.67K

Jun 30, 26

+1.47K

0.01%

Bull Oak Capital, LLC

81.65K

Jun 30, 26

+2.28K

0.01%

Centennial Bank/AR/

81.41K

Jun 30, 26

+1.38K

0.01%

Arcataur Capital Management LLC

81.40K

Jun 30, 26

+1.21K

0.01%

BLUESTEM FINANCIAL ADVISORS, LLC

80.45K

Jun 30, 26

-2.26K

0.01%

Precision Wealth Strategies, LLC

79.33K

Jun 30, 26

-9.96K

0.01%

Parkwoods Wealth Partners, LLC

79.26K

Jun 30, 26

+25.95K

0.01%

Rathbones Group PLC

79.21K

Jun 30, 26

+936

0.01%

Phillip James Consulting Co.

78.75K

Jun 30, 26

+69.30K

0.01%

Mosley Wealth Management

78.72K

Jun 30, 26

+74.58K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

77.65K

Jun 30, 26

-13.47K

0.01%

Retirement Wealth Solutions LLC

77.58K

Jun 30, 26

+1.08K

0.01%

Dynamic Advisor Solutions LLC

77.37K

Jun 30, 26

-13.12K

0.01%

Harbour Trust & Investment Management Co

76.82K

Jun 30, 26

+4.34K

0.01%

MGO ONE SEVEN LLC

76.52K

Jun 30, 26

-45.94K

0.01%

Sunesis Advisors, LLC

76.43K

Jun 30, 26

+76

0.01%

BROWN ADVISORY INC

75.20K

Jun 30, 26

-7.53K

0.01%

JMN Financial LLC

74.45K

Jun 30, 26

+6.72K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

74.38K

Jun 30, 26

+3.41K

0.01%

MARQUETTE ASSOCIATES, INC.

73.69K

Jun 30, 26

0.01%

KANAWHA CAPITAL MANAGEMENT LLC

73.26K

Jun 30, 26

-221

0.01%

BIP Wealth, LLC

73.05K

Jun 30, 26

+69.69K

0.01%

Financial Plan, Inc.

71.97K

Jun 30, 26

-3.73K

0.01%

Darrow Company, Inc.

71.46K

Jun 30, 26

-650

0.01%

VestGen Advisors, LLC

70.87K

Jun 30, 26

-624

0.01%

Cooke Wealth Management, LLC

70.73K

Jun 30, 26

+2.09K

0.01%

OPPENHEIMER & CO INC

70.41K

Jun 30, 26

-714

0.01%

Prosperity Planning, Inc.

70.01K

Jun 30, 26

-99

0.01%

VOYA INVESTMENT MANAGEMENT LLC

69.17K

Jun 30, 26

+18.06K

0.01%

Consilium Wealth Advisory, LLC

68.91K

Jun 30, 26

+1.54K

0.01%

Hopwood Nicholas Hunter

68.19K

Jun 30, 26

+3.48K

0.01%

Valpey Financial Services, LLC

67.61K

Jun 30, 26

+5.00K

0.01%

Financial Gravity Companies, Inc.

67.55K

Jun 30, 26

+67.55K

0.01%

Evergreen Wealth Solutions, LLC

67.36K

Jun 30, 26

-39.98K

0.01%

Ferguson Johnson Wealth Management Inc

66.66K

Jun 30, 26

+3.75K

0.01%

Sage Investment Advisers LLC

66.47K

Jun 30, 26

+16.93K

0.01%

Manuka Financial, LLC

66.27K

Jun 30, 26

-4.09K

0.01%

ALPS ADVISORS INC

66.02K

Jun 30, 26

-92.91K

0.01%

Perigon Wealth Management, LLC

65.90K

Jun 30, 26

+3.38K

0.01%

Belleair Asset Management, LLC

65.48K

Jun 30, 26

-3.24K

0.01%

Integrated Advisors Network LLC

64.84K

Jun 30, 26

+2.88K

0.01%

Sigma Planning Corp

64.72K

Jun 30, 26

+11.61K

0.01%

Gladwyn Financial Advisors, Inc.

64.41K

Jun 30, 26

+3.49K

0.01%

Somnio Financial Group, LLC

64.15K

Jun 30, 26

+2.80K

0.01%

Argent Trust Co

64.11K

Jun 30, 26

+46.68K

0.01%

BOSTON FAMILY OFFICE LLC

63.39K

Jun 30, 26

+4.00K

0.01%

RAFFA WEALTH MANAGEMENT, LLC

63.17K

Jun 30, 26

-2.58K

0.01%

BHK Investment Advisors, LLC

63.04K

Jun 30, 26

+2.01K

0.01%

ALLIANCEBERNSTEIN L.P.

63.03K

Jun 30, 26

+6.54K

0.01%

Wealthfront Advisers LLC

62.34K

Jun 30, 26

+2.35K

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

62.24K

Jun 30, 26

+1.73K

0.01%

United Financial Planning Group LLC

62.06K

Jun 30, 26

+6.37K

0.01%

IFG Advisory, LLC

61.95K

Jun 30, 26

+61.73K

0.01%

Sterling Financial Planning, Inc.

61.80K

Jun 30, 26

+3.17K

0.01%

PLANNING DIRECTIONS INC

61.63K

Jun 30, 26

-20.08K

0.01%

OMNI 360 Wealth, Inc.

61.38K

Jun 30, 26

-1.14K

0.01%

Advisory Services Network, LLC

61.13K

Jun 30, 26

+5.45K

0.01%

Neumann Capital Management, LLC

60.70K

Jun 30, 26

-919

0.01%

Apex Wealth Management, LLC

60.28K

Jun 30, 26

-3.08K

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

59.92K

Jun 30, 26

-18.31K

0.01%

Ridgewood Investments LLC

59.53K

Jun 30, 26

-10.01K

0.01%

Vistica Wealth Advisors, LLC

59.18K

Jun 30, 26

+14.08K

0.01%

Karpus Management, Inc.

58.84K

Jun 30, 26

-550

0.01%

FIFTH THIRD SECURITIES, INC.

58.70K

Jun 30, 26

+8.16K

0.01%

TI-TRUST, INC

58.16K

Jun 30, 26

-144

0.01%

WBH ADVISORY INC

58.14K

Jun 30, 26

-23.23K

0.01%

Main Street Financial Solutions, LLC

57.33K

Jun 30, 26

-78.19K

0.01%

Infinity Wealth Counsel, LLC

57.24K

Jun 30, 26

+4.30K

0.01%

SIGNAL TREE FINANCIAL PARTNERS LLC

56.87K

Jun 30, 26

+2.80K

0.01%

Fonville Wealth Management LLC

56.66K

Jun 30, 26

-4.78K

0.01%

BRIGHTON JONES LLC

56.63K

Jun 30, 26

+3.67K

0.01%

BENJAMIN EDWARDS INC

56.42K

Jun 30, 26

+11.25K

0.01%

TD Waterhouse Canada Inc.

56.03K

Jun 30, 26

-374

0.01%

Wealth Architects, LLC

55.92K

Jun 30, 26

+2.74K

0.01%

Courage Miller Partners, LLC

55.84K

Jun 30, 26

+710

0.01%

FLC Capital Advisors

55.40K

Jun 30, 26

+4.68K

0.01%

CIBC WORLD MARKET INC.

54.81K

Jun 30, 26

+43.80K

0.01%

Arrowroot Family Office, LLC

54.28K

Jun 30, 26

-706

0.01%

Per Stirling Capital Management, LLC.

54.26K

Jun 30, 26

-1.10K

0.01%

Pure Financial Advisors, LLC

54.12K

Jun 30, 26

+5.47K

0.01%

CIBC Bancorp USA Inc.

53.70K

Jun 30, 26

+43.20K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

53.64K

Jun 30, 26

+6.11K

0.01%

Galvin, Gaustad & Stein, LLC

53.38K

Jun 30, 26

+1.15K

0.01%

HUNTINGTON NATIONAL BANK

53.34K

Jun 30, 26

+34.16K

0.01%

Haverford Trust Co

53.31K

Jun 30, 26

0.01%

Cranbrook Wealth Management, LLC

53.23K

Jun 30, 26

-9.47K

0.01%

Beaird Harris Wealth Management, LLC

51.96K

Jun 30, 26

-715

0.01%

Good Harbor Advisors, Inc.

51.12K

Jun 30, 26

+3.25K

0.01%

Caldwell Trust Co

51.05K

Jun 30, 26

+7.13K

0.01%

Pinnacle Financial Partners, Inc.

50.71K

Jun 30, 26

-1.48K

0.01%

Koss-Olinger Consulting, LLC

50.19K

Jun 30, 26

+5.64K

0.01%

AGF MANAGEMENT LTD

49.95K

Jun 30, 26

-50

0.01%

MAI Capital Management

49.93K

Jun 30, 26

-8.88K

0.01%

Colorado Capital Management, Inc.

49.87K

Jun 30, 26

+2.58K

0.01%

STERLING INVESTMENT MANAGEMENT, LLC

49.65K

Jun 30, 26

-4.23K

0.01%

NBC SECURITIES, INC.

49.63K

Jun 30, 26

+8.20K

0.01%

Evensky & Katz LLC

49.58K

Jun 30, 26

+6.70K

0.01%

EASTERN BANK

49.57K

Jun 30, 26

+2.36K

0.01%

WELCH & FORBES LLC

49.21K

Jun 30, 26

-8.61K

0.01%

McNaughton Wealth Management, LLC

49.16K

Jun 30, 26

+4.13K

0.01%

HT Partners LLC

49.10K

Jun 30, 26

+3.59K

0.01%

Edgestream Partners, L.P.

47.93K

Jun 30, 26

+42.55K

0.01%

BLB&B Advisors, LLC

47.88K

Jun 30, 26

+1.29K

0.01%

Foster Group, Inc.

47.84K

Jun 30, 26

+1.02K

0.01%

Arkadios Wealth Advisors

47.82K

Jun 30, 26

+1.86K

0.01%

TCTC Holdings, LLC

47.76K

Jun 30, 26

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

47.54K

Jun 30, 26

+7.63K

0.01%

B. Riley Wealth Advisors, Inc.

47.54K

Jun 30, 26

-1.99K

0.01%

HALLMARK CAPITAL MANAGEMENT INC

47.34K

Jun 30, 26

+537

0.01%

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

47.29K

Jun 30, 26

+1.83K

0.01%

HB Wealth Management, LLC

47.02K

Jun 30, 26

+3.69K

0.01%

Ackerman Capital Advisors, LLC

46.75K

Jun 30, 26

-1.72K

0.01%

TCI Wealth Advisors, Inc.

46.69K

Jun 30, 26

-68

0.01%

Connecticut Wealth Management, LLC

46.54K

Jun 30, 26

-2.52K

0.01%

Arbor Wealth Advisors LLC

46.40K

Jun 30, 26

+6.10K

0.01%

Pearl Planning LLC

46.28K

Jun 30, 26

+6.73K

0.01%

Vanguard National Trust Co

45.66K

Jun 30, 26

-1.23K

0.01%

MOLLER FINANCIAL SERVICES

45.60K

Jun 30, 26

+581

0.01%

Sellwood Consulting LLC

45.40K

Jun 30, 26

+71

0.01%

Brand Asset Management Group, Inc.

45.11K

Jun 30, 26

+2.73K

0.01%

Lodestone Wealth Management LLC

45.11K

Jun 30, 26

+221

0.01%

Patten Group, Inc.

45.02K

Jun 30, 26

+3.07K

0.01%

Stratos Wealth Partners, LTD.

44.92K

Jun 30, 26

+5.33K

0.00%

Red Mountain Financial, LLC

44.87K

Jun 30, 26

+696

0.00%

Global Retirement Partners, LLC

44.80K

Jun 30, 26

+44.80K

0.00%

Meridian Wealth Management, LLC

44.35K

Jun 30, 26

-466

0.00%

Integrated Wealth Concepts LLC

44.04K

Jun 30, 26

-94.23K

0.00%

Rockbridge Investment Management, LCC

44.03K

Jun 30, 26

-5.43K

0.00%

STEPHENS INC /AR/

43.88K

Jun 30, 26

-1.72K

0.00%

CITIZENS FINANCIAL GROUP INC/RI

43.67K

Jun 30, 26

+913

0.00%

Wescott Financial Advisory Group, LLC

43.50K

Jun 30, 26

+248

0.00%

Cornerstone Wealth Management, LLC

43.03K

Jun 30, 26

+5.07K

0.00%

EP Wealth Advisors, LLC

42.78K

Jun 30, 26

+976

0.00%

Traveka Wealth, LLC

42.41K

Jun 30, 26

+246

0.00%

TORONTO DOMINION BANK

42.41K

Jun 30, 26

+42.41K

0.00%

DBK Financial Counsel, LLC

41.80K

Jun 30, 26

-19.27K

0.00%

FIRST HAWAIIAN BANK

41.62K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

41.61K

Jun 30, 26

-243.85K

0.00%

XY Planning Network, Inc.

41.39K

Jun 30, 26

+34.48K

0.00%

Bryn Mawr Capital Management, LLC

41.37K

Jun 30, 26

-36

0.00%

Leeward Financial Partners, LLC

41.22K

Jun 30, 26

+3.44K

0.00%

Novak & Powell Financial Services, Inc.

40.61K

Jun 30, 26

+21.82K

0.00%

Affinity Capital Advisors, LLC

39.94K

Jun 30, 26

-586

0.00%

CALTON & ASSOCIATES, INC.

39.55K

Jun 30, 26

-6.67K

0.00%

SILVER OAK SECURITIES, INCORPORATED

39.22K

Jun 30, 26

-622

0.00%

Ally Invest Advisors Inc.

39.13K

Jun 30, 26

+2.77K

0.00%

Aletheian Wealth Advisors LLC

39.12K

Jun 30, 26

+1.01K

0.00%

Compass Wealth Management LLC

38.72K

Jun 30, 26

+7.00K

0.00%

Perfromance Wealth Partners, LLC

38.19K

Jun 30, 26

-312

0.00%

Leo H. Evart, Inc.

37.90K

Jun 30, 26

+859

0.00%

Central Pacific Bank - Trust Division

37.85K

Jun 30, 26

+4.86K

0.00%

Geneos Wealth Management Inc.

37.74K

Jun 30, 26

+519

0.00%

Aspirean Wealth, LLC

37.69K

Jun 30, 26

+434

0.00%

JANE STREET GROUP, LLC

37.67K

Jun 30, 26

+35.07K

0.00%

Allodium Investment Consultants, LLC

37.41K

Jun 30, 26

+1.89K

0.00%

FC Advisory LLC

37.38K

Jun 30, 26

+481

0.00%

LAZARD ASSET MANAGEMENT LLC

37.38K

Jun 30, 26

-1.76K

0.00%

Robinswood Financial LLC

37.34K

Jun 30, 26

-688

0.00%

IMA Wealth, Inc.

36.98K

Jun 30, 26

+36.98K

0.00%

FIRST NATIONAL BANK OF OMAHA

36.97K

Jun 30, 26

+1.88K

0.00%

ALESCO ADVISORS LLC

36.91K

Jun 30, 26

+631

0.00%

Gotham Asset Management, LLC

36.58K

Jun 30, 26

+20.29K

0.00%

Jacobsen Capital Management

36.57K

Jun 30, 26

+3.17K

0.00%

MCF Advisors LLC

36.38K

Jun 30, 26

-894

0.00%

Westfuller Advisors, LLC

36.37K

Jun 30, 26

+963

0.00%

Acropolis Investment Management, LLC

36.33K

Jun 30, 26

+614

0.00%

Opus Financial Solutions LLC

36.32K

Jun 30, 26

-1.56K

0.00%

Forum Private Client Group LLC

36.28K

Jun 30, 26

-3.16K

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

35.92K

Jun 30, 26

-3.27K

0.00%

Legacy Wealth Partners, LLC

35.71K

Jun 30, 26

+1.83K

0.00%

Woodside Wealth Management LLC

35.64K

Jun 30, 26

+722

0.00%

Alpha Omega Wealth Management LLC

35.46K

Jun 30, 26

+48

0.00%

NAPLES GLOBAL ADVISORS, LLC

35.29K

Jun 30, 26

+1.53K

0.00%

Avidian Wealth Solutions, LLC

35.26K

Jun 30, 26

+9.14K

0.00%

Prostatis Group LLC

35.23K

Jun 30, 26

-1.82K

0.00%

Evanson Financial, LLC

35.11K

Jun 30, 26

+35.11K

0.00%

Greenspring Advisors, LLC

34.40K

Jun 30, 26

+565

0.00%

Waverly Advisors, LLC

34.26K

Jun 30, 26

+4.76K

0.00%

Level Wealth Management LLC

34.09K

Jun 30, 26

+3.14K

0.00%

FIDELIS iM, LLC

33.43K

Jun 30, 26

-22.05K

0.00%

American Investment Services, Inc.

33.26K

Jun 30, 26

+974

0.00%

PFG Advisors

33.24K

Jun 30, 26

+2.75K

0.00%

PROFFITT & GOODSON INC

33.21K

Jun 30, 26

+847

0.00%

Spire Wealth Management

33.01K

Jun 30, 26

+6.51K

0.00%

Capital Group Private Client Services, Inc.

32.91K

Jun 30, 26

+22.14K

0.00%

Avion Wealth

32.89K

Jun 30, 26

+54

0.00%

BECKER CAPITAL MANAGEMENT INC

32.85K

Jun 30, 26

-1.00K

0.00%

Columbia Asset Management

32.73K

Jun 30, 26

+24

0.00%

Roundview Capital LLC

32.69K

Jun 30, 26

+270

0.00%

Enstar Group LTD

32.17K

Jun 30, 26

0.00%

Old Port Advisors

32.14K

Jun 30, 26

+786

0.00%

AUA CAPITAL MANAGEMENT, LLC

32.08K

Jun 30, 26

-155

0.00%

CARY STREET PARTNERS FINANCIAL LLC

32.05K

Jun 30, 26

+285

0.00%

BRIGHTON SECURITIES CORP.

31.69K

Jun 30, 26

+539

0.00%

EVERETT HARRIS & CO /CA/

31.25K

Jun 30, 26

-240

0.00%

WHITTIER TRUST CO

30.88K

Jun 30, 26

+2.90K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

30.82K

Jun 30, 26

+1.26K

0.00%

Good Steward Wealth Advisors,LLC

30.58K

Jun 30, 26

+347

0.00%

CERTIOR FINANCIAL GROUP, LLC

30.18K

Jun 30, 26

+2.12K

0.00%

Bragg Financial Advisors, Inc

30.03K

Jun 30, 26

+825

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

29.94K

Jun 30, 26

+175

0.00%

MMA ASSET MANAGEMENT LLC

29.84K

Jun 30, 26

-850

0.00%

FAMILY WEALTH PARTNERS, LLC

29.61K

Jun 30, 26

-584

0.00%

Capital Advisors, Ltd. LLC

29.59K

Jun 30, 26

+1.21K

0.00%

ECLECTIC ASSOCIATES INC /ADV

29.58K

Jun 30, 26

-2.85K

0.00%

Koshinski Asset Management, Inc.

29.49K

Jun 30, 26

-1.02K

0.00%

Atlanta Consulting Group Advisors, LLC

29.41K

Jun 30, 26

+1.30K

0.00%

Harpswell Capital Advisors, LLC

29.19K

Jun 30, 26

+1.69K

0.00%

BFSG, LLC

29.16K

Jun 30, 26

+690

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

29.10K

Jun 30, 26

+663

0.00%

Soltis Investment Advisors LLC

29.08K

Jun 30, 26

-540

0.00%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

29.08K

Jun 30, 26

+2.06K

0.00%

PFG Investments, LLC

29.00K

Jun 30, 26

+4.91K

0.00%

180 WEALTH ADVISORS, LLC

28.98K

Jun 30, 26

-357

0.00%

Entruity Wealth, LLC

28.96K

Jun 30, 26

+28.96K

0.00%

Chicago Partners Investment Group LLC

28.90K

Jun 30, 26

+3.44K

0.00%

Navalign, LLC

28.90K

Jun 30, 26

+1.50K

0.00%

GreatBanc Trust CO

28.78K

Jun 30, 26

+1.66K

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

28.68K

Jun 30, 26

+4.84K

0.00%

Evergreen Wealth Management, LLC

28.42K

Jun 30, 26

+1.21K

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

28.12K

Jun 30, 26

+2.31K

0.00%

Crestwood Advisors Group LLC

27.94K

Jun 30, 26

+645

0.00%

Paladin Partners, LLC

27.80K

Jun 30, 26

+1.99K

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

27.61K

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

27.59K

Jun 30, 26

+337

0.00%

Massachusetts Wealth Management

27.44K

Jun 30, 26

-300

0.00%

FMR LLC

27.41K

Jun 30, 26

+7.73K

0.00%

PW Nova Financial Services LLC

27.35K

Jun 30, 26

+1.29K

0.00%

OLD NATIONAL BANCORP /IN/

27.30K

Jun 30, 26

-909

0.00%

Moisand Fitzgerald Tamayo, LLC

27.26K

Jun 30, 26

+347

0.00%

Provident Wealth Management, LLC

27.26K

Jun 30, 26

-963

0.00%

SUMMIT WEALTH GROUP LLC / CO

27.19K

Jun 30, 26

+720

0.00%

HMV Wealth Advisors, LLC

27.15K

Jun 30, 26

-935

0.00%

Evolution Wealth Advisors, LLC

27.14K

Jun 30, 26

+4.13K

0.00%

Stonebridge Financial Group, LLC/CA

26.98K

Jun 30, 26

+26.98K

0.00%

LifePlan Investment Advisors, Inc.

26.78K

Jun 30, 26

+309

0.00%

FIRST INTERSTATE BANK

26.74K

Jun 30, 26

+2.12K

0.00%

Mengis Capital Management, Inc.

26.59K

Jun 30, 26

+624

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

26.31K

Jun 30, 26

+5.24K

0.00%

BLUEDOOR PRIVATE WEALTH, LLC

26.30K

Jun 30, 26

-955

0.00%

Thomasville National Bank

26.25K

Jun 30, 26

+26.25K

0.00%

Kovack Advisors, Inc.

26.04K

Jun 30, 26

+1.20K

0.00%

Everhart Financial Group, Inc.

25.89K

Jun 30, 26

-712

0.00%

Cheviot Value Management, LLC

25.67K

Jun 30, 26

-231

0.00%

TritonPoint Partners, LLC

25.55K

Jun 30, 26

+25.55K

0.00%

Baker Avenue Asset Management, LP

25.49K

Jun 30, 26

-2.30K

0.00%

CoreCap Advisors, LLC

25.43K

Jun 30, 26

+135

0.00%

TRITONPOINT WEALTH, LLC

25.35K

Jun 30, 26

-291

0.00%

Greenbush Financial Group, LLC

25.32K

Jun 30, 26

+1.78K

0.00%

J. Safra Sarasin Holding AG

25.00K

Jun 30, 26

0.00%

Fiduciary Group LLC

25.00K

Jun 30, 26

-639

0.00%

Madrid Wealth Management, LLC

24.96K

Jun 30, 26

-1.58K

0.00%

Joel Isaacson & Co., LLC

24.61K

Jun 30, 26

+132

0.00%

Western Wealth Management, LLC

24.40K

Jun 30, 26

+893

0.00%

SC&H Financial Advisors, Inc.

24.11K

Jun 30, 26

+127

0.00%

Advisors Preferred, LLC

24.02K

Jun 30, 26

+24.02K

0.00%

FIDUCIARY ADVISORS, INC.

23.90K

Jun 30, 26

-987

0.00%

Hardy Reed LLC

23.81K

Jun 30, 26

+144

0.00%

Family Legacy, Inc.

23.72K

Jun 30, 26

-294

0.00%

CAHABA WEALTH MANAGEMENT, INC.

23.70K

Jun 30, 26

+925

0.00%

WEDBUSH SECURITIES INC

23.60K

Jun 30, 26

-272

0.00%

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

23.52K

Jun 30, 26

-1.39K

0.00%

Dorsey & Whitney Trust CO LLC

23.30K

Jun 30, 26

-2.25K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

23.30K

Jun 30, 26

+2.38K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

22.97K

Jun 30, 26

-4.35K

0.00%

H&H Retirement Design & Management INC

22.79K

Jun 30, 26

+2.06K

0.00%

Legacy Financial Group LLC

22.78K

Jun 30, 26

-11.61K

0.00%

Financial Concepts Unlimited, Inc.

22.60K

Jun 30, 26

+4.01K

0.00%

Hickory Point Bank & Trust

22.52K

Jun 30, 26

+3.30K

0.00%

ANCHOR CAPITAL ADVISORS LLC

22.39K

Jun 30, 26

+708

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

22.36K

Jun 30, 26

-401

0.00%

PAX Financial Group, LLC

22.34K

Jun 30, 26

-801

0.00%

IFP Advisors, Inc

22.30K

Jun 30, 26

-5.43K

0.00%

Cadent Capital Advisors, LLC

22.27K

Jun 30, 26

-125

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

21.89K

Jun 30, 26

-1.41K

0.00%

Marin Bay Wealth Advisors, LLC

21.66K

Jun 30, 26

0.00%

Allen Investment Management LLC

21.63K

Jun 30, 26

+1.86K

0.00%

Yukon Wealth Management, Inc.

21.38K

Jun 30, 26

-12.85K

0.00%

ATLas Financial Planning LLC

21.28K

Jun 30, 26

-1.01K

0.00%

Ascent Group, LLC

21.28K

Jun 30, 26

+21.28K

0.00%

Delap Wealth Advisory, LLC

21.20K

Jun 30, 26

+300

0.00%

Aries Wealth Management

21.17K

Jun 30, 26

+4.14K

0.00%

Timbuktu Capital Management, LLC

21.17K

Jun 30, 26

+21.17K

0.00%

Eqis Capital Management, Inc.

20.97K

Jun 30, 26

-159

0.00%

Outlook Wealth Advisors, LLC

20.87K

Jun 30, 26

-4

0.00%

BDFS Capital LLC

20.85K

Jun 30, 26

+4.84K

0.00%

Transamerica Financial Advisors, Inc.

20.69K

Jun 30, 26

+4.66K

0.00%

BOKF, NA

20.57K

Jun 30, 26

-4.19K

0.00%

Powerhouse Assets LLC

20.50K

Jun 30, 26

+622

0.00%

Grey Fox Wealth Advisors, LLC

20.48K

Jun 30, 26

-1.63K

0.00%

MONTAG A & ASSOCIATES INC

20.43K

Jun 30, 26

+506

0.00%

ROTHSCHILD INVESTMENT LLC

20.24K

Jun 30, 26

+14

0.00%

DEUTSCHE BANK AG\

20.07K

Jun 30, 26

0.00%

UMB Bank, n.a.

20.06K

Jun 30, 26

-759

0.00%

MASECO LLP

19.97K

Jun 30, 26

-1.64K

0.00%

Neuberger Berman Group LLC

19.90K

Jun 30, 26

+138

0.00%

Signal Advisors Wealth, LLC

19.76K

Jun 30, 26

+825

0.00%

Security Financial Services, INC.

19.51K

Jun 30, 26

+136

0.00%

Sagace Wealth Management LLC

19.48K

Jun 30, 26

+257

0.00%

Global Wealth Management Investment Advisory, Inc.

19.47K

Jun 30, 26

-83

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

19.31K

Jun 30, 26

+1.02K

0.00%

Equitable Holdings, Inc.

19.27K

Jun 30, 26

-8.14K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

19.18K

Jun 30, 26

-4.58K

0.00%

Peregrine Asset Advisers, Inc.

19.11K

Jun 30, 26

+13

0.00%

PACIFIC FINANCIAL GROUP INC

18.96K

Jun 30, 26

-4.87K

0.00%

Selective Wealth Management, Inc.

18.85K

Jun 30, 26

-1.39K

0.00%

Turtle Creek Wealth Advisors, LLC

18.83K

Jun 30, 26

+18.83K

0.00%

Stonebridge Financial Group, LLC

18.67K

Jun 30, 26

-4.21K

0.00%

RCS Financial Planning, LLC

18.50K

Jun 30, 26

+2.04K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

18.46K

Jun 30, 26

-237

0.00%

Independent Family Office, LLC

18.43K

Jun 30, 26

+7.85K

0.00%

Glass Jacobson Investment Advisors llc

18.40K

Jun 30, 26

+7.46K

0.00%

Kondo Wealth Advisors, Inc.

18.37K

Jun 30, 26

+529

0.00%

PCM Encore, LLC

18.34K

Jun 30, 26

-1.11K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

18.22K

Jun 30, 26

+123

0.00%

LEGACY SOLUTIONS, LLC

18.05K

Jun 30, 26

+1.79K

0.00%

Rockwood Wealth Management, LLC

17.96K

Jun 30, 26

+1.82K

0.00%

Riverbend Wealth Management, LLC

17.84K

Jun 30, 26

+2.19K

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

17.81K

Jun 30, 26

+602

0.00%

Ascent Wealth Partners, LLC

17.78K

Jun 30, 26

+325

0.00%

Asset Allocation & Management Company, LLC

17.77K

Jun 30, 26

0.00%

SNS Financial Group, LLC

17.70K

Jun 30, 26

+10.22K

0.00%

JOHNSON INVESTMENT COUNSEL INC

17.66K

Jun 30, 26

+675

0.00%

Bison Wealth, LLC

17.62K

Jun 30, 26

+17.62K

0.00%

Aegis Wealth Management LLC

17.54K

Jun 30, 26

+304

0.00%

INSIGNEO ADVISORY SERVICES, LLC

17.42K

Jun 30, 26

+17.42K

0.00%

Ethos Financial Group, LLC

17.31K

Jun 30, 26

-11.76K

0.00%

Highland Investment Advisors LLC

17.31K

Jun 30, 26

+17.31K

0.00%

Rosenberg Matthew Hamilton

17.30K

Jun 30, 26

-3.75K

0.00%

Richmond Brothers, Inc.

17.11K

Jun 30, 26

-15.29K

0.00%

HOWARD FINANCIAL SERVICES, LTD.

17.04K

Jun 30, 26

-4.00K

0.00%

GUIDANCE CAPITAL, INC

17.04K

Jun 30, 26

+1.16K

0.00%

NBT BANK N A /NY

17.02K

Jun 30, 26

-2.70K

0.00%

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

16.67K

Jun 30, 26

+294

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

16.60K

Jun 30, 26

-97

0.00%

AMG National Trust Bank

16.49K

Jun 30, 26

-2.08K

0.00%

Hershey Financial Advisers, LLC

16.35K

Jun 30, 26

-1.72K

0.00%

Mesirow Financial Investment Management, Inc.

16.34K

Jun 30, 26

-547

0.00%

Quartz Partners, LLC

16.18K

Jun 30, 26

+16.18K

0.00%

Aureus Asset Management, LLC

15.69K

Jun 30, 26

+218

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

15.55K

Jun 30, 26

0.00%

CVA Family Office, LLC

15.44K

Jun 30, 26

+237

0.00%

Verum Partners LLC

15.32K

Jun 30, 26

-2.71K

0.00%

Global Financial Private Client, LLC

15.22K

Jun 30, 26

+81

0.00%

LongView Wealth Management

15.17K

Jun 30, 26

-694

0.00%

FLAGSTAR ADVISORS INC.

15.15K

Jun 30, 26

-4.11K

0.00%

Womack Financial LLC

14.87K

Jun 30, 26

-2.81K

0.00%

Sloy Dahl & Holst, LLC

14.82K

Jun 30, 26

+77

0.00%

Essex Financial Services, Inc.

14.80K

Jun 30, 26

-260

0.00%

CUMBERLAND ADVISORS INC

14.78K

Jun 30, 26

+1.76K

0.00%

Syntegra Private Wealth Group, LLC

14.73K

Jun 30, 26

-1.89K

0.00%

CWA Asset Management Group, LLC

14.65K

Jun 30, 26

+164

0.00%

Tower Research Capital LLC (TRC)

14.63K

Jun 30, 26

+14.63K

0.00%

Dakota Wealth Management

14.45K

Jun 30, 26

-1.59K

0.00%

Ausdal Financial Partners, Inc.

14.42K

Jun 30, 26

-155

0.00%

CBIZ Investment Advisory Services, LLC

14.30K

Jun 30, 26

0.00%

HALL LAURIE J TRUSTEE

14.27K

Jun 30, 26

0.00%

Wilkins Miller Wealth Management, LLC

14.05K

Jun 30, 26

+225

0.00%

Maridea Wealth Management LLC

14.01K

Jun 30, 26

+1.34K

0.00%

Larson Financial Group LLC

13.96K

Jun 30, 26

-96

0.00%

Transcendent Capital Group LLC

13.95K

Jun 30, 26

-394

0.00%

Csenge Advisory Group

13.86K

Jun 30, 26

-93

0.00%

Navigate Wealth Management, LLC

13.83K

Jun 30, 26

+3.67K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.76K

Jun 30, 26

0.00%

SCHWARTZ INVESTMENT COUNSEL INC

13.75K

Jun 30, 26

-1.25K

0.00%

Cresset Asset Management, LLC

13.68K

Jun 30, 26

-163

0.00%

Retirement Planning Group

13.67K

Jun 30, 26

+80

0.00%

BESSEMER GROUP INC

13.65K

Jun 30, 26

+6.70K

0.00%

Americana Partners, LLC

13.61K

Jun 30, 26

+2.25K

0.00%

Compass Ion Advisors, LLC

13.50K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

13.42K

Jun 30, 26

+10.20K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

13.42K

Jun 30, 26

-4.63K

0.00%

StoneX Group Inc.

13.36K

Jun 30, 26

-7.17K

0.00%

Amicus Financial Advisors, LLC

13.34K

Jun 30, 26

+884

0.00%

Kingsview Wealth Management, LLC

13.28K

Jun 30, 26

-6.51K

0.00%

TruNorth Capital Management, LLC

13.13K

Jun 30, 26

-2.09K

0.00%

TRUST CO OF VERMONT

13.13K

Jun 30, 26

+13.13K

0.00%

Parisi Gray Wealth Management

13.08K

Jun 30, 26

-6.12K

0.00%

MASSMUTUAL TRUST CO FSB/ADV

13.05K

Jun 30, 26

-4.63K

0.00%

SHUTTLEWORTH & Co

13.04K

Jun 30, 26

-63

0.00%

Aprio Wealth Management, LLC

12.96K

Jun 30, 26

-2.95K

0.00%

Advyzon Investment Management, LLC

12.86K

Jun 30, 26

-885

0.00%

Arete Wealth Advisors, LLC

12.72K

Jun 30, 26

+279

0.00%

Lynx Investment Advisory

12.65K

Jun 30, 26

+7.88K

0.00%

CHAPIN DAVIS, INC.

12.52K

Jun 30, 26

-68

0.00%

SECURED RETIREMENT ADVISORS, LLC

12.30K

Jun 30, 26

-1.99K

0.00%

Loudon Investment Management, LLC

12.27K

Jun 30, 26

+1.47K

0.00%

Southland Equity Partners LLC

12.19K

Jun 30, 26

-1.38K

0.00%

Snowden Capital Advisors LLC

12.18K

Jun 30, 26

-63

0.00%

FSM Wealth Advisors, LLC

12.14K

Jun 30, 26

+106

0.00%

MOTCO

12.13K

Jun 30, 26

-2.27K

0.00%

Acorn Wealth Advisors, LLC

11.94K

Jun 30, 26

+310

0.00%

Pine Harbor Wealth Management, LLC

11.90K

Jun 30, 26

-54

0.00%

Unison Advisors LLC

11.87K

Jun 30, 26

-661

0.00%

WHITTIER TRUST CO OF NEVADA INC

11.84K

Jun 30, 26

+9.46K

0.00%

Gateway Wealth Partners, LLC

11.83K

Jun 30, 26

-10.63K

0.00%

Saiph Capital, LLC

11.71K

Jun 30, 26

-213

0.00%

SAM Advisors, LLC

11.69K

Jun 30, 26

+1.07K

0.00%

Foundations Investment Advisors, LLC

11.64K

Jun 30, 26

-3.72K

0.00%

UNITED BANK

11.60K

Jun 30, 26

+566

0.00%

Oak Grove Capital LLC

11.29K

Jun 30, 26

-10.00K

0.00%

Red Wave Investments LLC

11.29K

Jun 30, 26

+2.57K

0.00%

FMB WEALTH MANAGEMENT

11.27K

Jun 30, 26

-260

0.00%

Principia Wealth Advisory, LLC

11.17K

Jun 30, 26

-329

0.00%

Cooper Financial Group

11.12K

Jun 30, 26

+1.28K

0.00%

Powers Advisory Group, LLC

11.11K

Jun 30, 26

-39

0.00%

MBL Wealth, LLC

11.11K

Jun 30, 26

0.00%

Opus Capital Group, LLC

11.10K

Jun 30, 26

0.00%

Armbruster Capital Management, Inc.

11.09K

Jun 30, 26

0.00%

Center For Asset Management LLC

11.08K

Jun 30, 26

+49

0.00%

Generations Wealth, LLC

11.04K

Jun 30, 26

-16

0.00%

Fiera Capital Corp

11.00K

Jun 30, 26

+2.93K

0.00%

Gradient Capital Advisors, LLC

10.98K

Jun 30, 26

+88

0.00%

Operose Advisors LLC

10.97K

Jun 30, 26

+75

0.00%

Rossby Financial, LCC

10.96K

Jun 30, 26

-3.74K

0.00%

TrustWell Financial Advisors, LLC

10.96K

Jun 30, 26

+53

0.00%

Texas Bank & Trust Co

10.94K

Jun 30, 26

0.00%

TOWER BRIDGE ADVISORS

10.83K

Jun 30, 26

-325

0.00%

MARIPAU WEALTH MANAGEMENT LLC

10.66K

Jun 30, 26

+202

0.00%

Legacy Advisors, LLC

10.65K

Jun 30, 26

+1.44K

0.00%

Archer Investment Corp

10.63K

Jun 30, 26

-487

0.00%

BCS Private Wealth Management, Inc.

10.58K

Jun 30, 26

+1.51K

0.00%

Lighthouse Wealth Management Inc.

10.58K

Jun 30, 26

+643

0.00%

RED CEDAR INVESTMENT MANAGEMENT, LLC

10.56K

Jun 30, 26

0.00%

EQUITY INVESTMENT CORP

10.54K

Jun 30, 26

-1.93K

0.00%

Rock Point Advisors, LLC

10.51K

Jun 30, 26

+245

0.00%

Catalytic Wealth RIA, LLC

10.46K

Jun 30, 26

-54

0.00%

Hillcrest Wealth Advisors - NY, LLC

10.44K

Jun 30, 26

+66

0.00%

Eagle Strategies LLC

10.41K

Jun 30, 26

+339

0.00%

Calamos Wealth Management LLC

10.33K

Jun 30, 26

-20.61K

0.00%

Legacy Financial Advisors, Inc.

10.31K

Jun 30, 26

-1.04K

0.00%

Krilogy Financial LLC

10.28K

Jun 30, 26

+187

0.00%

Emergent Wealth Advisors, LLC

10.22K

Jun 30, 26

-63

0.00%

LM Advisors LLC

10.16K

Jun 30, 26

+10.16K

0.00%

Planning Strategies Inc.

10.14K

Jun 30, 26

+10.14K

0.00%

HBE Wealth Management, LLC

10.13K

Jun 30, 26

-335

0.00%

Texas Capital Bank Wealth Management Services Inc

10.10K

Jun 30, 26

0.00%

Alhambra Investment Partners LLC

10.07K

Jun 30, 26

+292

0.00%

Gridiron Partners, LLC

10.04K

Jun 30, 26

+48

0.00%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

10.00K

Jun 30, 26

-632

0.00%

REAP Financial Group, LLC

10.00K

Jun 30, 26

-43

0.00%

Facet Wealth, Inc.

9.95K

Jun 30, 26

+282

0.00%

Flatrock Wealth Partners LLC

9.91K

Jun 30, 26

+51

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

9.91K

Jun 30, 26

+2.29K

0.00%

Allegiance Financial Group Advisory Services LLC

9.89K

Jun 30, 26

-1.65K

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

9.88K

Jun 30, 26

0.00%

Continuum Advisory, LLC

9.85K

Jun 30, 26

+3.57K

0.00%

American Institute for Advanced Investment Management, LLP

9.83K

Jun 30, 26

-577

0.00%

Cornerstone Planning Group LLC

9.83K

Jun 30, 26

+562

0.00%

VERITY Wealth Advisors

9.77K

Jun 30, 26

0.00%

Asset Management Group, Inc.

9.69K

Jun 30, 26

+74

0.00%

Nuveen, LLC

9.69K

Jun 30, 26

+9.69K

0.00%

Clearstead Advisors, LLC

9.64K

Jun 30, 26

+224

0.00%

FSA Investment Group, LLC

9.55K

Jun 30, 26

+725

0.00%

Shepherd Financial Partners LLC

9.46K

Jun 30, 26

-2.90K

0.00%

QUADRANT CAPITAL GROUP LLC

9.36K

Jun 30, 26

0.00%

ABLE Financial Group, LLC

9.36K

Jun 30, 26

0.00%

PROTECTIVE LIFE CORP

9.34K

Jun 30, 26

-12.71K

0.00%

Atlatl Advisers LLC

9.33K

Jun 30, 26

-4.26K

0.00%

SEEDS INVESTOR LLC

9.33K

Jun 30, 26

-4.38K

0.00%

BARRETT & COMPANY, INC.

9.31K

Jun 30, 26

0.00%

Zhang Financial LLC

9.30K

Jun 30, 26

-153

0.00%

Kelly Financial Services LLC

9.30K

Jun 30, 26

+6.17K

0.00%

Ballast Financial Advisors LLC

9.29K

Jun 30, 26

+278

0.00%

Physician Wealth Solutions Inc.

9.24K

Jun 30, 26

0.00%

First PREMIER Bank

9.24K

Jun 30, 26

-1.26K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

9.13K

Jun 30, 26

0.00%

Sequent Planning LLC

9.10K

Jun 30, 26

+1.05K

0.00%

ProVise Management Group, LLC

9.05K

Jun 30, 26

-690

0.00%

DAVIDSON TRUST CO

9.04K

Jun 30, 26

-548

0.00%

FIRST MANHATTAN CO. LLC.

9.04K

Jun 30, 26

-652

0.00%

Keudell/Morrison Wealth Management

9.03K

Jun 30, 26

-650

0.00%

Security National Bank

9.03K

Jun 30, 26

-454

0.00%

Wealth Forward, LLC

9.00K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

8.92K

Jun 30, 26

+7.67K

0.00%

Vectors Research Management, LLC

8.91K

Jun 30, 26

-2.73K

0.00%

Beacon Financial Advisory LLC

8.90K

Jun 30, 26

+1.99K

0.00%

Hanlon Investment Management, Inc.

8.88K

Jun 30, 26

-241

0.00%

Van Cleef Asset Management,Inc

8.85K

Jun 30, 26

-400

0.00%

International Private Wealth Advisors LLC

8.82K

Jun 30, 26

-195

0.00%

Matisse Capital

8.82K

Jun 30, 26

+10

0.00%

McLean Asset Management Corp

8.75K

Jun 30, 26

+8.75K

0.00%

Madden Advisory Services, Inc.

8.70K

Jun 30, 26

+740

0.00%

Tumwater Wealth Management, LLC

8.65K

Jun 30, 26

+234

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

8.62K

Jun 30, 26

+300

0.00%

Baker Ellis Asset Management LLC

8.50K

Jun 30, 26

+1.20K

0.00%

BURLING WEALTH PARTNERS, LLC

8.46K

Jun 30, 26

+10

0.00%

COURIER CAPITAL LLC

8.45K

Jun 30, 26

-775

0.00%

Avise Financial Cooperative, Inc.

8.41K

Jun 30, 26

+8.41K

0.00%

McLaughlin Asset Management, Inc.

8.38K

Jun 30, 26

-4.95K

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

8.37K

Jun 30, 26

+743

0.00%

Chico Wealth RIA

8.32K

Jun 30, 26

+18

0.00%

DMKC Advisory Services, LLC

8.28K

Jun 30, 26

+3.27K

0.00%

Disciplined Investments, LLC

8.28K

Jun 30, 26

+68

0.00%

Donalies Financial Planning, LLC

8.17K

Jun 30, 26

+1.44K

0.00%

Frank, Rimerman Advisors LLC

8.15K

Jun 30, 26

-134

0.00%

Diversify Advisory Services, LLC

8.15K

Jun 30, 26

+8.15K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.15K

Jun 30, 26

+1.47K

0.00%

Prospera Financial Services Inc

8.09K

Jun 30, 26

-1.22K

0.00%

McClarren Financial Advisors, Inc.

8.09K

Jun 30, 26

-18

0.00%

Pine Valley Investments Ltd Liability Co

8.05K

Jun 30, 26

+803

0.00%

Quantinno Capital Management LP

7.97K

Jun 30, 26

+1.57K

0.00%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

7.93K

Jun 30, 26

0.00%

Hyundai Investments Co., Ltd.

7.79K

Jun 30, 26

+2.88K

0.00%

Elevate Capital Advisors, LLC

7.76K

Jun 30, 26

+7.76K

0.00%

VSM Wealth Advisory, LLC

7.75K

Jun 30, 26

+2.17K

0.00%

Stratos Wealth Advisors, LLC

7.74K

Jun 30, 26

-173

0.00%

BURNEY CO/

7.67K

Jun 30, 26

-16

0.00%

Hilltop Holdings Inc.

7.64K

Jun 30, 26

+805

0.00%

NBH Bank

7.63K

Jun 30, 26

+7.63K

0.00%

First American Bank

7.59K

Jun 30, 26

+7.59K

0.00%

Simplicity Wealth,LLC

7.58K

Jun 30, 26

+1.24K

0.00%

FourThought Financial Partners, LLC

7.53K

Jun 30, 26

0.00%

My Personal CFO, LLC

7.52K

Jun 30, 26

-2.90K

0.00%

Moors & Cabot, Inc.

7.51K

Jun 30, 26

+1.50K

0.00%

Narus Financial Partners, LLC

7.49K

Jun 30, 26

-1.55K

0.00%

Team Financial Group, LLC

7.45K

Jun 30, 26

-43

0.00%

Cauble & Harre Wealth Management, Inc.

7.38K

Jun 30, 26

0.00%

RIA Advisory Group LLC

7.36K

Jun 30, 26

+75

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

7.31K

Jun 30, 26

-382

0.00%

REGIONS FINANCIAL CORP

7.30K

Jun 30, 26

+124

0.00%

Tortoise Investment Management, LLC

7.29K

Jun 30, 26

+129

0.00%

FPC INVESTMENT ADVISORY, INC.

7.28K

Jun 30, 26

+7.28K

0.00%

Summit Wealth Partners, LLC

7.28K

Jun 30, 26

-27.82K

0.00%

PRAIRIE ADVISORY, LLC

7.28K

Jun 30, 26

+7.28K

0.00%

Accelerate Investment Advisors LLC

7.22K

Jun 30, 26

+314

0.00%

Sandy Cove Advisors, LLC

7.20K

Jun 30, 26

-752

0.00%

Canvas Wealth Advisors, LLC

7.18K

Jun 30, 26

0.00%

CARDIFF PARK ADVISORS, LLC

7.17K

Jun 30, 26

+762

0.00%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

7.14K

Jun 30, 26

+1.41K

0.00%

Woodward Financial Advisors, Inc.

7.13K

Jun 30, 26

+7.13K

0.00%

Brookmont Capital Management

7.11K

Jun 30, 26

-1.08K

0.00%

BCS Wealth Management

7.04K

Jun 30, 26

+259

0.00%

SpringVest Wealth Management LLC

7.04K

Jun 30, 26

+63

0.00%

Minot DeBlois Advisors LLC

7.01K

Jun 30, 26

0.00%

Trilogy Capital Inc.

6.99K

Jun 30, 26

-90

0.00%

BridgePort Financial Solutions, LLC

6.99K

Jun 30, 26

0.00%

Two West Capital Advisors LLC

6.99K

Jun 30, 26

+232

0.00%

Gladstone Institutional Advisory LLC

6.98K

Jun 30, 26

-71

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

6.95K

Jun 30, 26

0.00%

RESTON WEALTH MANAGEMENT LLC

6.94K

Jun 30, 26

-2.50K

0.00%

Bank Julius Baer & Co. Ltd, Zurich

6.90K

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

6.84K

Jun 30, 26

-137

0.00%

CAPITAL CITY TRUST CO/FL

6.81K

Jun 30, 26

0.00%

Summit Wealth Group, LLC

6.81K

Jun 30, 26

+19

0.00%

CWS Financial Advisors, LLC

6.81K

Jun 30, 26

+176

0.00%

Kestra Investment Management, LLC

6.79K

Jun 30, 26

+6.79K

0.00%

HRT FINANCIAL LP

6.74K

Jun 30, 26

+6.74K

0.00%

Life Planning Partners, Inc

6.73K

Jun 30, 26

-128

0.00%

CHATHAM CAPITAL GROUP, INC.

6.71K

Jun 30, 26

0.00%

Intergy Private Wealth, LLC

6.71K

Jun 30, 26

+685

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

6.70K

Jun 30, 26

0.00%

Bridgewealth Advisory Group, LLC

6.69K

Jun 30, 26

+102

0.00%

Townsend Financial Planning, LLC

6.69K

Jun 30, 26

+32

0.00%

Barnes Wealth Management Group, Inc

6.67K

Jun 30, 26

-121

0.00%

Buck Wealth Strategies, LLC

6.64K

Jun 30, 26

-1.42K

0.00%

DELTA FINANCIAL ADVISORS LLC

6.62K

Jun 30, 26

+692

0.00%

Gibraltar Capital Management, Inc.

6.60K

Jun 30, 26

-650

0.00%

Breakwater Investment Management

6.58K

Jun 30, 26

-85

0.00%

JAMES INVESTMENT RESEARCH INC

6.55K

Jun 30, 26

+643

0.00%

HCR Wealth Advisors

6.53K

Jun 30, 26

+14

0.00%

WIREGRASS INVESTMENT MANAGEMENT LLC

6.50K

Jun 30, 26

0.00%

Hiley Hunt Wealth Management

6.48K

Jun 30, 26

+125

0.00%

APS Management Group, Inc.

6.44K

Jun 30, 26

+631

0.00%

FRANKLIN RESOURCES INC

6.39K

Jun 30, 26

0.00%

Independent Advisor Alliance

6.38K

Jun 30, 26

-36.91K

0.00%

Lido Advisors, LLC

6.37K

Jun 30, 26

-18.30K

0.00%

SPINNAKER TRUST

6.37K

Jun 30, 26

0.00%

COGENT STRATEGIC WEALTH LLC

6.35K

Jun 30, 26

-125

0.00%

NorthCrest Asset Manangement, LLC

6.33K

Jun 30, 26

0.00%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

6.25K

Jun 30, 26

0.00%

Strategic Blueprint, LLC

6.22K

Jun 30, 26

+2.14K

0.00%

WBI INVESTMENTS, INC.

6.20K

Jun 30, 26

-1.04K

0.00%

Accretive Wealth Partners, LLC

6.18K

Jun 30, 26

+1.12K

0.00%

Financial Network Wealth Management LLC

6.17K

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

6.16K

Jun 30, 26

+28

0.00%

TrueWealth Advisors, LLC

6.15K

Jun 30, 26

+59

0.00%

Integrated Wealth Management

6.14K

Jun 30, 26

-423

0.00%

ARGUS INVESTORS' COUNSEL, INC.

6.09K

Jun 30, 26

-10

0.00%

Sidoxia Capital Management, LLC

6.07K

Jun 30, 26

+214

0.00%

VESTIA PERSONAL WEALTH ADVISORS

6.07K

Jun 30, 26

+88

0.00%

SEIZERT CAPITAL PARTNERS, LLC

6.05K

Jun 30, 26

+58

0.00%

Federation des caisses Desjardins du Quebec

5.96K

Jun 30, 26

+52

0.00%

WORLD EQUITY GROUP, INC.

5.96K

Jun 30, 26

-999

0.00%

Baron Financial Group, LLC

5.94K

Jun 30, 26

-45

0.00%

Redwood Investment Management, LLC

5.91K

Jun 30, 26

-439

0.00%

Capital Asset Managemnet, LLC

5.91K

Jun 30, 26

-20.16K

0.00%

MONECO Advisors, LLC

5.88K

Jun 30, 26

-1.64K

0.00%

United Advisor Group, LLC

5.84K

Jun 30, 26

+71

0.00%

Hardworking Capital Advisors, LLC

5.83K

Jun 30, 26

+535

0.00%

Axis Wealth Partners, LLC

5.80K

Jun 30, 26

+2.73K

0.00%

POTOMAC FUND MANAGEMENT INC /ADV

5.80K

Jun 30, 26

+114

0.00%

LIBERTY WEALTH MANAGEMENT LLC

5.80K

Jun 30, 26

0.00%

Ruedi Wealth Management, Inc.

5.80K

Jun 30, 26

-245

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.79K

Jun 30, 26

+785

0.00%

SHAYNE & CO., LLC

5.78K

Jun 30, 26

0.00%

INVICTUS PRIVATE WEALTH, LLC

5.77K

Jun 30, 26

+1.92K

0.00%

REICON WEALTH ADVISORS, LLC

5.75K

Jun 30, 26

0.00%

LVW Advisors, LLC

5.74K

Jun 30, 26

0.00%

FSA Advisors, Inc.

5.73K

Jun 30, 26

+5.73K

0.00%

WEBSTER BANK, N. A.

5.72K

Jun 30, 26

-627

0.00%

Diversified Trust Co

5.69K

Jun 30, 26

+2.01K

0.00%

CogentBlue Wealth Advisors, LLC

5.67K

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

5.65K

Jun 30, 26

+1.92K

0.00%

GERMAN AMERICAN BANCORP, INC.

5.62K

Jun 30, 26

0.00%

A. D. Beadell Investment Counsel, Inc.

5.61K

Jun 30, 26

-447

0.00%

Alamar Capital Management, LLC

5.60K

Jun 30, 26

-15

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

5.57K

Jun 30, 26

+285

0.00%

Drucker Wealth 3.0, LLC

5.54K

Jun 30, 26

-1.44K

0.00%

Reliant Investment Partners, LLC

5.49K

Jun 30, 26

-125

0.00%

Revisor Wealth Management LLC

5.48K

Jun 30, 26

-87

0.00%

Envision Financial Planning, LLC

5.48K

Jun 30, 26

+848

0.00%

Altiora Financial Group, LLC

5.48K

Jun 30, 26

-2.06K

0.00%

Mullaney, Keating & Wright, Inc.

5.47K

Jun 30, 26

-111

0.00%

Hippocratic Financial Advisors, LLC

5.47K

Jun 30, 26

+1.29K

0.00%

ARK & TLK INVESTMENTS, LLC

5.43K

Jun 30, 26

-32

0.00%

FIRST CITIZENS BANK & TRUST CO

5.42K

Jun 30, 26

+5.42K

0.00%

LBMC INVESTMENT ADVISORS, LLC

5.42K

Jun 30, 26

-1.14K

0.00%

Perennial Investment Advisors, LLC

5.41K

Jun 30, 26

+655

0.00%

Global Assets Advisory, LLC

5.35K

Jun 30, 26

+5.35K

0.00%

FAS Wealth Partners, Inc.

5.34K

Jun 30, 26

+80

0.00%

Aptus Capital Advisors, LLC

5.32K

Jun 30, 26

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

5.32K

Jun 30, 26

-53

0.00%

Mainstream Capital Management LLC

5.30K

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

5.29K

Jun 30, 26

+5.22K

0.00%

WoodTrust Financial Corp

5.28K

Jun 30, 26

+190

0.00%

Rialto Wealth Management, LLC

5.27K

Jun 30, 26

-211

0.00%

CENTAURUS FINANCIAL, INC.

5.26K

Jun 30, 26

+90

0.00%

TBH Global Asset Management, LLC

5.26K

Jun 30, 26

+100

0.00%

Schiavi & Co LLC

5.26K

Jun 30, 26

+5.26K

0.00%

Valeo Financial Advisors, LLC

5.26K

Jun 30, 26

-1.08K

0.00%

Garde Capital, Inc.

5.25K

Jun 30, 26

+5.25K

0.00%

Livet Wealth, LLC

5.23K

Jun 30, 26

-600

0.00%

NICOLET BANKSHARES INC

5.22K

Jun 30, 26

+2.53K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.22K

Jun 30, 26

+485

0.00%

Ballentine Capital Advisors, Inc

5.21K

Jun 30, 26

-476

0.00%

EFG International AG

5.21K

Jun 30, 26

+435

0.00%

TODD ASSET MANAGEMENT LLC

5.19K

Jun 30, 26

0.00%

Bridgelight Financial Advisors, Inc.

5.19K

Jun 30, 26

-475

0.00%

Redhawk Wealth Advisors, Inc.

5.19K

Jun 30, 26

-2

0.00%

ALEXANDER LABRUNERIE & CO., INC.

5.17K

Jun 30, 26

0.00%

HOGE FINANCIAL SERVICES, LLC

5.16K

Jun 30, 26

+37

0.00%

Linscomb & Williams, Inc.

5.15K

Jun 30, 26

-384

0.00%

Montecito Bank & Trust

5.15K

Jun 30, 26

-710

0.00%

Wealthcare Advisory Partners LLC

5.15K

Jun 30, 26

-8.55K

0.00%

Stillwater Private Wealth, LLC

5.13K

Jun 30, 26

-5.00K

0.00%

Topsail Wealth Management, LLC

5.11K

Jun 30, 26

+49

0.00%

Monument Group Wealth Advisors, LLC

5.11K

Jun 30, 26

+266

0.00%

Fisher Asset Management, LLC

5.10K

Jun 30, 26

+1.32K

0.00%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

5.10K

Jun 30, 26

-168

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

5.10K

Jun 30, 26

+5.10K

0.00%

Summit Financial, LLC

5.05K

Jun 30, 26

-2.04K

0.00%

Investment Advisory Group, LLC

5.04K

Jun 30, 26

0.00%

Visionary Wealth Advisors

5.03K

Jun 30, 26

+5.03K

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

5.00K

Jun 30, 26

0.00%

Pointe Capital Management LLC

4.99K

Jun 30, 26

-670

0.00%

VANCE WEALTH, INC.

4.99K

Jun 30, 26

+429

0.00%

SeaCrest Wealth Management, LLC

4.98K

Jun 30, 26

-40

0.00%

BAR HARBOR WEALTH MANAGEMENT

4.98K

Jun 30, 26

0.00%

Duncan Williams Asset Management, LLC

4.96K

Jun 30, 26

0.00%

COUNTRY TRUST BANK

4.92K

Jun 30, 26

+4.71K

0.00%

Wealth Advisory Solutions, LLC

4.92K

Jun 30, 26

-268

0.00%

Holistic Planning, LLC

4.91K

Jun 30, 26

+4.91K

0.00%

Elmwood Wealth Management, Inc.

4.89K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.83K

Jun 30, 26

+456

0.00%

MONEY CONCEPTS CAPITAL CORP

4.82K

Jun 30, 26

+651

0.00%

HighPoint Advisor Group LLC

4.81K

Jun 30, 26

-174

0.00%

DUTCH ASSET Corp

4.80K

Jun 30, 26

-91

0.00%

TWIN CITY PRIVATE WEALTH, LLC

4.78K

Jun 30, 26

+287

0.00%

Nicholas Hoffman & Company, LLC.

4.76K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

4.76K

Jun 30, 26

+107

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

4.72K

Jun 30, 26

+433

0.00%

Wynn Capital, LLC

4.70K

Jun 30, 26

0.00%

GUYASUTA INVESTMENT ADVISORS INC

4.70K

Jun 30, 26

+326

0.00%

DAVIS R M INC

4.69K

Jun 30, 26

+192

0.00%

Crabel Capital Management, LLC

4.68K

Jun 30, 26

+4.68K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.66K

Jun 30, 26

+1.84K

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

4.63K

Jun 30, 26

+4.63K

0.00%

Biltmore Family Office, LLC

4.62K

Jun 30, 26

-86

0.00%

DUNCKER STREETT & CO INC

4.62K

Jun 30, 26

-2.10K

0.00%

Forthright Family Wealth Advisory LLC

4.62K

Jun 30, 26

-5.91K

0.00%

J.M. Arbour, LLC

4.61K

Jun 30, 26

+345

0.00%

AdvisorNet Financial, Inc

4.61K

Jun 30, 26

-1.33K

0.00%

PMG Wealth Management, Inc.

4.59K

Jun 30, 26

0.00%

Forefront Wealth Partners, LLC

4.58K

Jun 30, 26

+489

0.00%

American Trust

4.58K

Jun 30, 26

+387

0.00%

S.A. Mason LLC

4.58K

Jun 30, 26

0.00%

Lansing Street Advisors

4.55K

Jun 30, 26

+1.43K

0.00%

Pacific Point Advisors, LLC

4.54K

Jun 30, 26

0.00%

CAPITAL ADVISORS INC/OK

4.53K

Jun 30, 26

+133

0.00%

V2 Financial group LLC

4.53K

Jun 30, 26

+471

0.00%

Wingate Wealth Advisors, Inc.

4.51K

Jun 30, 26

+578

0.00%

CONNORS INVESTOR SERVICES INC

4.48K

Jun 30, 26

+107

0.00%

Raleigh Capital Management Inc.

4.47K

Jun 30, 26

-238

0.00%

Keener Financial Planning LLC

4.46K

Jun 30, 26

0.00%

ELEMENT POINTE ADVISORS, LLC

4.44K

Jun 30, 26

0.00%

Clientfirst Wealth Management, LLC

4.44K

Jun 30, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

4.42K

Jun 30, 26

0.00%

AssuredPartners Investment Advisors, LLC

4.38K

Jun 30, 26

+4.38K

0.00%

Integrity Advisory Solutions, LLC

4.37K

Jun 30, 26

-547

0.00%

Prospera Capital Management, LLC

4.36K

Jun 30, 26

+884

0.00%

Chemistry Wealth Management LLC

4.30K

Jun 30, 26

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

4.29K

Jun 30, 26

+4.29K

0.00%

NFP Retirement, Inc.

4.29K

Jun 30, 26

-1.94K

0.00%

SBI Securities Co., Ltd.

4.26K

Jun 30, 26

+1.03K

0.00%

Clear Creek Financial Management, LLC

4.26K

Jun 30, 26

-2.53K

0.00%

RITHOLTZ WEALTH MANAGEMENT

4.26K

Jun 30, 26

-1.87K

0.00%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

4.24K

Jun 30, 26

0.00%

Frontier Asset Management, LLC

4.18K

Jun 30, 26

+24

0.00%

RMB Capital Management, LLC

4.18K

Jun 30, 26

-330

0.00%

Plancorp, LLC

4.15K

Jun 30, 26

-30.27K

0.00%

DRAVO BAY LLC

4.15K

Jun 30, 26

-391

0.00%

HARBOR INVESTMENT ADVISORY, LLC

4.14K

Jun 30, 26

+10

0.00%

Squire Investment Management Company, LLC

4.13K

Jun 30, 26

+663

0.00%

GeoWealth Management, LLC

4.12K

Jun 30, 26

+133

0.00%

Pinnacle Bancorp, Inc.

4.07K

Jun 30, 26

+27

0.00%

Sovran Advisors, LLC

4.04K

Jun 30, 26

-535

0.00%

SeaBridge Investment Advisors LLC

4.03K

Jun 30, 26

-591

0.00%

EnRich Financial Partners LLC

4.01K

Jun 30, 26

+583

0.00%

HANOVER ADVISORS INC

4.01K

Jun 30, 26

0.00%

Blue Chip Partners, LLC

4.01K

Jun 30, 26

+40

0.00%

DAVIDSON INVESTMENT ADVISORS

4.00K

Jun 30, 26

0.00%

WILLIAM JOHN SEMPOLINSKI

4.00K

Jun 30, 26

-2.69K

0.00%

KEB ASSET MANAGEMENT, LLC

3.99K

Jun 30, 26

0.00%

LJI Wealth Management, LLC

3.96K

Jun 30, 26

+517

0.00%

Ironwood Wealth Management, LLC.

3.94K

Jun 30, 26

+2.43K

0.00%

HOWE & RUSLING INC

3.91K

Jun 30, 26

+1.09K

0.00%

Vines Capital Management, LLC

3.90K

Jun 30, 26

-90

0.00%

Beckerman Institutional, LLC

3.89K

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

3.89K

Jun 30, 26

-229

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

3.88K

Jun 30, 26

+314

0.00%

Capital Advisor Network LLC

3.88K

Jun 30, 26

+295

0.00%

Verde Capital Management

3.87K

Jun 30, 26

+131

0.00%

Maia Wealth LLC

3.87K

Jun 30, 26

-601

0.00%

LIBRA WEALTH LLC

3.85K

Jun 30, 26

+354

0.00%

PENNEY FINANCIAL, LLC

3.83K

Jun 30, 26

-31

0.00%

Watchman Group, Inc.

3.80K

Jun 30, 26

+270

0.00%

Davis Wealth Advisors, LLC

3.76K

Jun 30, 26

+17

0.00%

MidFirst Bank

3.75K

Jun 30, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

3.74K

Jun 30, 26

-236

0.00%

Miller Capital Partners, Inc.

3.73K

Jun 30, 26

-860

0.00%

Midwest Trust Co

3.72K

Jun 30, 26

-1.33K

0.00%

ASPIRIANT, LLC

3.71K

Jun 30, 26

+13

0.00%

Rather & Kittrell, Inc.

3.71K

Jun 30, 26

+297

0.00%

Tennessee Valley Asset Management Partners

3.71K

Jun 30, 26

+325

0.00%

WOODMONT INVESTMENT COUNSEL LLC

3.71K

Jun 30, 26

+3.71K

0.00%

Jacobi Capital Management LLC

3.70K

Jun 30, 26

-81

0.00%

JACKSON THORNTON ASSET MANAGEMENT, LLC

3.69K

Jun 30, 26

+363

0.00%

Coastwise Capital Group, LLC

3.68K

Jun 30, 26

-27

0.00%

JIM SAULNIER & ASSOCIATES, LLC

3.68K

Jun 30, 26

-8.76K

0.00%

RETIREMENT GUYS FORMULA LLC

3.66K

Jun 30, 26

+775

0.00%

WARNER FINANCIAL, INC

3.65K

Jun 30, 26

0.00%

Howard Capital Management Group, LLC

3.64K

Jun 30, 26

0.00%

GENESIS PRIVATE WEALTH, LLC

3.63K

Jun 30, 26

+112

0.00%

Ignite Planners, LLC

3.61K

Jun 30, 26

-2.06K

0.00%

Maxele Advisors, LLC

3.60K

Jun 30, 26

+3.60K

0.00%

Glenview Trust Co

3.59K

Jun 30, 26

0.00%

Berger Financial Group, Inc

3.59K

Jun 30, 26

0.00%

Penobscot Investment Management Company, Inc.

3.59K

Jun 30, 26

+40

0.00%

Sonoma Private Wealth LLC

3.58K

Jun 30, 26

0.00%

Shepherd Street Advisors LLC

3.55K

Jun 30, 26

0.00%

Radnor Capital Management, LLC

3.55K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

3.52K

Jun 30, 26

+3.52K

0.00%

Adviser Investments LLC

3.51K

Jun 30, 26

+3.51K

0.00%

Modern Wealth Management, LLC

3.50K

Jun 30, 26

-425

0.00%

MidAtlantic Capital Management, Inc.

3.49K

Jun 30, 26

+3.49K

0.00%

Sentinus, LLC

3.49K

Jun 30, 26

-933

0.00%

EPIQ PARTNERS, LLC

3.48K

Jun 30, 26

+3.48K

0.00%

GatePass Capital, LLC

3.46K

Jun 30, 26

+3.46K

0.00%

Belpointe Asset Management LLC

3.43K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

3.42K

Jun 30, 26

-109

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

3.39K

Jun 30, 26

+24

0.00%

Aufman Associates Inc

3.39K

Jun 30, 26

+157

0.00%

DEARBORN PARTNERS LLC

3.39K

Jun 30, 26

0.00%

Godshalk Welsh Capital Management, Inc.

3.38K

Jun 30, 26

0.00%

E&G Advisors, LP

3.37K

Jun 30, 26

0.00%

Brookwood Investment Group LLC

3.35K

Jun 30, 26

+29

0.00%

Churchill Financial Advisors, LLC

3.35K

Jun 30, 26

0.00%

Kapstone Financial Advisors LLC

3.35K

Jun 30, 26

+3.35K

0.00%

Capital Investment Advisory Services, LLC

3.34K

Jun 30, 26

0.00%

Fortitude Advisory Group L.L.C.

3.33K

Jun 30, 26

+3.33K

0.00%

Nabity-Jensen Investment Management Inc

3.33K

Jun 30, 26

-906

0.00%

Elgethun Capital Management

3.31K

Jun 30, 26

0.00%

Synergy Asset Management, LLC

3.29K

Jun 30, 26

+3.29K

0.00%

Ascension Capital Advisors, Inc.

3.29K

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

3.28K

Jun 30, 26

+559

0.00%

Mayflower Financial Advisors, LLC

3.27K

Jun 30, 26

+10

0.00%

RICHARDS, MERRILL & PETERSON, INC.

3.27K

Jun 30, 26

0.00%

NorthStar Asset Management LLC /NJ/

3.26K

Jun 30, 26

-2.77K

0.00%

Simmons Bank

3.25K

Jun 30, 26

-2.36K

0.00%

Tenon Financial LLC

3.21K

Jun 30, 26

+38

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

3.20K

Jun 30, 26

+537

0.00%

WealthPlan Investment Management, LLC

3.19K

Jun 30, 26

-55

0.00%

Fort Point Capital Partners LLC

3.18K

Jun 30, 26

0.00%

Collaborative Wealth Managment Inc.

3.18K

Jun 30, 26

-9

0.00%

Montz Harcus Wealth Management LLC

3.17K

Jun 30, 26

+92

0.00%

Arnold Financial Planning LLC

3.17K

Jun 30, 26

+3.17K

0.00%

Guardian Asset Advisors, LLC

3.16K

Jun 30, 26

+160

0.00%

Comprehensive Money Management Services LLC

3.14K

Jun 30, 26

0.00%

Williams Jones Wealth Management, LLC.

3.12K

Jun 30, 26

0.00%

Sterling Investment Advisors, Ltd.

3.12K

Jun 30, 26

0.00%

Valley Financial Group, Inc.

3.11K

Jun 30, 26

-1.08K

0.00%

Meadowbrook Advisors Group, LLC

3.10K

Jun 30, 26

-1.70K

0.00%

Valtinson Bruner Financial Planning LLC

3.09K

Jun 30, 26

+233

0.00%

Seelaus Asset Management LLC

3.08K

Jun 30, 26

+35

0.00%

RICHARDSON FINANCIAL SERVICES INC.

3.07K

Jun 30, 26

-183

0.00%

BNC WEALTH MANAGEMENT, LLC

3.06K

Jun 30, 26

0.00%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

3.06K

Jun 30, 26

+3.06K

0.00%

Meritas Wealth Management, LLC

3.05K

Jun 30, 26

+25

0.00%

HANCOCK WHITNEY CORP

3.05K

Jun 30, 26

+3.05K

0.00%

Granite Bay Wealth Management, LLC

3.04K

Jun 30, 26

+134

0.00%

Three Bridge Wealth Advisors, LLC

3.02K

Jun 30, 26

+31

0.00%

McNamara Financial Services, Inc.

3.02K

Jun 30, 26

+30

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

3.02K

Jun 30, 26

0.00%

CLEAR WAVE WEALTH MANAGEMENT LLC

3.01K

Jun 30, 26

-851

0.00%

B & T Capital Management DBA Alpha Capital Management

3.00K

Jun 30, 26

-855

0.00%

Guild Investment Management, Inc.

3.00K

Jun 30, 26

+3.00K

0.00%

MGO Private Wealth, LLC

2.99K

Jun 30, 26

0.00%

SVB WEALTH LLC

2.99K

Jun 30, 26

-500

0.00%

GWN SECURITIES INC.

2.97K

Jun 30, 26

+2.97K

0.00%

Portland Financial Advisors Inc

2.97K

Jun 30, 26

0.00%

Wick Capital Partners, LLC

2.96K

Jun 30, 26

-2.58K

0.00%

CDKV HOLDINGS LLC

2.96K

Jun 30, 26

0.00%

KELLEHER FINANCIAL ADVISORS

2.96K

Jun 30, 26

+1.33K

0.00%

BROOKS, MOORE & ASSOCIATES, INC.

2.95K

Jun 30, 26

+300

0.00%

Baskin Financial Services Inc.

2.94K

Jun 30, 26

0.00%

Proactive Wealth Strategies LLC

2.94K

Jun 30, 26

-39

0.00%

Wolff Financial Management LLC

2.93K

Jun 30, 26

+21

0.00%

Pekin Hardy Strauss, Inc.

2.92K

Jun 30, 26

+200

0.00%

HORAN Wealth, LLC

2.92K

Jun 30, 26

0.00%

Towerpoint Wealth, LLC

2.91K

Jun 30, 26

0.00%

Windsor Capital Management, LLC

2.89K

Jun 30, 26

-1

0.00%

OPINICUS CAPITAL, INC.

2.89K

Jun 30, 26

+230

0.00%

WEST BANCORPORATION INC

2.89K

Jun 30, 26

+2.89K

0.00%

High Net Worth Advisory Group LLC

2.88K

Jun 30, 26

0.00%

Balentine LLC

2.88K

Jun 30, 26

-483

0.00%

Markowski Investments

2.86K

Jun 30, 26

+2.86K

0.00%

Goldstein Advisors, LLC

2.86K

Jun 30, 26

+150

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

2.83K

Jun 30, 26

+10

0.00%

Addison Capital Co

2.81K

Jun 30, 26

0.00%

WETZEL INVESTMENT ADVISORS, INC.

2.76K

Jun 30, 26

-4.87K

0.00%

Kropog Financial Group, LLC

2.75K

Jun 30, 26

+2.75K

0.00%

Strategic Wealth Partners, Ltd.

2.73K

Jun 30, 26

-542

0.00%

OLIO Financial Planning

2.73K

Jun 30, 26

-34

0.00%

Smith Thornton Advisors LLC

2.73K

Jun 30, 26

0.00%

NCM Capital Management, LLC

2.72K

Jun 30, 26

0.00%

Atlas Wealth Partners, LLC

2.69K

Jun 30, 26

0.00%

Riverpoint Wealth Management Holdings, LLC

2.67K

Jun 30, 26

+2.67K

0.00%

TrueWealth Financial Partners

2.65K

Jun 30, 26

-242

0.00%

American Money Management, LLC

2.63K

Jun 30, 26

0.00%

Granite FO LLC

2.63K

Jun 30, 26

0.00%

Triumph Capital Management

2.63K

Jun 30, 26

-72

0.00%

KRM WEALTH MANAGEMENT L.L.C.

2.62K

Jun 30, 26

+2.62K

0.00%

Kera Capital Partners, Inc.

2.58K

Jun 30, 26

0.00%

FDx Advisors, Inc.

2.57K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

2.50K

Jun 30, 26

0.00%

American Capital Advisory, LLC

2.49K

Jun 30, 26

-472

0.00%

Murphy & Mullick Capital Management Corp

2.49K

Jun 30, 26

0.00%

Lummis Asset Management, LP

2.46K

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

2.41K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

2.36K

Jun 30, 26

+1.92K

0.00%

Richard W. Paul & Associates, LLC

2.31K

Jun 30, 26

-285

0.00%

Ares Financial Consulting, LLC

2.30K

Jun 30, 26

0.00%

Blume Capital Management, Inc.

2.20K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

2.17K

Jun 30, 26

+2.17K

0.00%

Roble, Belko & Company, Inc

1.89K

Jun 30, 26

0.00%

MeadowBrook Investment Advisors LLC

1.82K

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

1.78K

Jun 30, 26

+891

0.00%

ESL Trust Services, LLC

1.78K

Jun 30, 26

0.00%

WPG Advisers, LLC

1.76K

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

1.76K

Jun 30, 26

+1.76K

0.00%

Beacon Financial Strategies CORP

1.70K

Jun 30, 26

0.00%

Coastline Trust Co

1.64K

Jun 30, 26

-10

0.00%

Pioneer Family Office, LLC

1.64K

Jun 30, 26

-565

0.00%

AMERIFLEX GROUP, INC.

1.63K

Jun 30, 26

-16

0.00%

Colonial Trust Co / SC

1.54K

Jun 30, 26

-116

0.00%

Ritter Daniher Financial Advisory LLC / DE

1.53K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

1.50K

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

1.48K

Jun 30, 26

+1.48K

0.00%

Addison Advisors LLC

1.47K

Jun 30, 26

-180

0.00%

Kingdom Financial Group LLC.

1.46K

Jun 30, 26

+1.17K

0.00%

Atlantic Union Bankshares Corp

1.45K

Jun 30, 26

+575

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.44K

Jun 30, 26

+11

0.00%

Johnson Financial Group, Inc.

1.43K

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

1.40K

Jun 30, 26

+1.40K

0.00%

Dunhill Financial, LLC

1.37K

Jun 30, 26

-2.00K

0.00%

Community Bank, N.A.

1.35K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.35K

Jun 30, 26

+1.35K

0.00%

Founders Financial Alliance, LLC

1.33K

Jun 30, 26

-97

0.00%

Pacifica Partners Inc.

1.29K

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

1.28K

Jun 30, 26

-60

0.00%

Institute for Wealth Management, LLC.

1.20K

Jun 30, 26

+1.20K

0.00%

Vermillion Wealth Management, Inc.

1.18K

Jun 30, 26

-86

0.00%

CENTRAL TRUST Co

1.16K

Jun 30, 26

+525

0.00%

Global Trust Asset Management, LLC

1.15K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.12K

Jun 30, 26

0.00%

Truvestments Capital LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Robinson Value Management, Ltd.

1.07K

Jun 30, 26

0.00%

Clean Yield Group

1.06K

Jun 30, 26

0.00%

Align Financial, LLC

1.06K

Jun 30, 26

0.00%

Sachetta, LLC

1.04K

Jun 30, 26

+58

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

1.02K

Jun 30, 26

0.00%

WealthCollab, LLC

1.02K

Jun 30, 26

0.00%

Front Row Advisors LLC

1.01K

Jun 30, 26

-125

0.00%

MARYLAND CAPITAL ADVISORS INC.

971

Jun 30, 26

+971

0.00%

Wellington Grp LLC

968

Jun 30, 26

0.00%

First Pacific Financial

954

Jun 30, 26

-357

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

945

Jun 30, 26

+71

0.00%

Birchwood Financial Partners, Inc.

900

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

891

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

875

Jun 30, 26

-1.50K

0.00%

Signature Resources Capital Management, LLC

855

Jun 30, 26

-138

0.00%

Ameritas Investment Partners, Inc.

847

Jun 30, 26

0.00%

WealthShield Partners, LLC

825

Jun 30, 26

-309

0.00%

JPL Wealth Management, LLC

820

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

787

Jun 30, 26

+398

0.00%

TOMPKINS FINANCIAL CORP

768

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

761

Jun 30, 26

-64

0.00%

Pacific Center for Financial Services

733

Jun 30, 26

-33

0.00%

Plante Moran Financial Advisors, LLC

717

Jun 30, 26

+717

0.00%

Dixon Mitchell Investment Counsel Inc.

707

Jun 30, 26

0.00%

Crewe Advisors LLC

679

Jun 30, 26

0.00%

Caitlin John, LLC

674

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

671

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

664

Jun 30, 26

0.00%

Allied Private Wealth LLC

664

Jun 30, 26

+664

0.00%

Signature Equity Partners, LLC

650

Jun 30, 26

+39

0.00%

Golden State Equity Partners

634

Jun 30, 26

-66.08K

0.00%

PEOPLES FINANCIAL SERVICES CORP.

625

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

621

Jun 30, 26

0.00%

SHP Wealth Management

611

Jun 30, 26

-16

0.00%

Comprehensive Financial Planning, Inc./PA

602

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

600

Jun 30, 26

-187

0.00%

Ankerstar Wealth, LLC

599

Jun 30, 26

-68

0.00%

Orion Capital Management LLC

599

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

590

Jun 30, 26

+393

0.00%

SYM FINANCIAL Corp

585

Jun 30, 26

+585

0.00%

Creative Capital Management Investments LLC

583

Jun 30, 26

-154

0.00%

Guardian Partners Inc.

550

Jun 30, 26

+550

0.00%

Y.D. More Investments Ltd

508

Jun 30, 26

0.00%

Horrell Capital Management, Inc.

485

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

467

Jun 30, 26

+467

0.00%

SOA Wealth Advisors, LLC.

467

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

450

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

440

Jun 30, 26

+440

0.00%

JNBA Financial Advisors

439

Jun 30, 26

-676

0.00%

Financial Perspectives, Inc

427

Jun 30, 26

0.00%

Investors Research Corp

424

Jun 30, 26

0.00%

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

410

Jun 30, 26

+20

0.00%

Fourth Dimension Wealth, LLC

397

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

389

Jun 30, 26

0.00%

Colonial Trust Advisors

375

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

350

Jun 30, 26

+350

0.00%

Winthrop Capital Management, LLC

347

Jun 30, 26

0.00%

Asset Dedication, LLC

336

Jun 30, 26

+151

0.00%

Bangor Savings Bank

333

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

327

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

325

Jun 30, 26

0.00%

Bank of New Hampshire

320

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

318

Jun 30, 26

0.00%

Versant Capital Management, Inc

291

Jun 30, 26

-74

0.00%

Transce3nd, LLC

282

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

277

Jun 30, 26

0.00%

ATLAS CAPITAL ADVISORS LLC

271

Jun 30, 26

+11

0.00%

TIAA Wealth Investment Management LLC

271

Jun 30, 26

-470

0.00%

SITTNER & NELSON, LLC

263

Jun 30, 26

+263

0.00%

Tower View Investment Management & Research LLC

263

Jun 30, 26

0.00%

Bogart Wealth, LLC

256

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

256

Jun 30, 26

-794

0.00%

Clark Wealth Partners

250

Jun 30, 26

0.00%

Longview Financial Advisors LLC

240

Jun 30, 26

+90

0.00%

Capital Investment Counsel, Inc

235

Jun 30, 26

0.00%

Harborfront Financial Group LLC

230

Jun 30, 26

+230

0.00%

Nemes Rush Group LLC

226

Jun 30, 26

+65

0.00%

Strive Financial Group ,LLC

221

Jun 30, 26

+221

0.00%

Greykasell Wealth Strategies, Inc.

220

Jun 30, 26

-222

0.00%

BAYBAN

211

Jun 30, 26

-354

0.00%

SIGNATUREFD, LLC

211

Jun 30, 26

+180

0.00%

Prudent Man Investment Management, Inc.

204

Jun 30, 26

0.00%

Park Place Capital Corp

200

Jun 30, 26

+200

0.00%

CHAPMAN FINANCIAL GROUP, LLC

200

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

198

Jun 30, 26

0.00%

HM PAYSON & CO

194

Jun 30, 26

0.00%

Key FInancial Inc

193

Jun 30, 26

+100

0.00%

Vision Retirement, LLC

191

Jun 30, 26

0.00%

Copia Wealth Management

190

Jun 30, 26

0.00%

North Star Investment Management Corp.

188

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

182

Jun 30, 26

0.00%

Costello Asset Management, INC

171

Jun 30, 26

0.00%

Bare Financial Services, Inc

170

Jun 30, 26

+170

0.00%

Tradewinds Capital Management, LLC

170

Jun 30, 26

0.00%

Peachtree Investment Partners, LLC

156

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

155

Jun 30, 26

-808

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

154

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

140

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

135

Jun 30, 26

+135

0.00%

TOEWS CORP /ADV

132

Jun 30, 26

+132

0.00%

Westside Investment Management, Inc.

130

Jun 30, 26

0.00%

SOFI WEALTH, LLC

130

Jun 30, 26

+33

0.00%

CALDWELL SUTTER CAPITAL, INC.

125

Jun 30, 26

-142

0.00%

KERR FINANCIAL PLANNING Corp

116

Jun 30, 26

0.00%

CX Institutional

114

Jun 30, 26

+41

0.00%

Cordant, Inc.

114

Jun 30, 26

+114

0.00%

TSFG, LLC

112

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

105

Jun 30, 26

-186

0.00%

Advocate Investing Services LLC

103

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

103

Jun 30, 26

0.00%

Arlington Trust Co LLC

102

Jun 30, 26

+102

0.00%

Rakuten Securities, Inc.

100

Jun 30, 26

-6

0.00%

Coston, McIsaac & Partners

Jun 30, 26

+97

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

+96

0.00%

Covestor Ltd

Jun 30, 26

+24

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Napier Financial, LLC

Jun 30, 26

+79

0.00%

Concord Wealth Partners

Jun 30, 26

+77

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+75

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

Pflug Koory, LLC

Jun 30, 26

0.00%

4Thought Financial Group Inc.

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

+66

0.00%

Westend Capital Management, LLC

Jun 30, 26

+64

0.00%

ADIRONDACK TRUST CO

Jun 30, 26

0.00%

Legacy Bridge, LLC

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

Jun 30, 26

0.00%

Gleason Group, Inc.

Jun 30, 26

+40

0.00%

GGM Financials LLC

Jun 30, 26

-2

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

+35

0.00%

Manchester Capital Management LLC

Jun 30, 26

-255

0.00%

GHP Investment Advisors, Inc.

Jun 30, 26

+30

0.00%

Oakworth Capital, Inc.

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-3.19K

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

Strategic Advocates LLC

Jun 30, 26

+21

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+12

0.00%

Three Bearings Fiduciary Advisors, Inc.

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

Jun 30, 26

0.00%

Kroeger Financial Partners

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

-515

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

0.00%

BARD ASSOCIATES INC

Jun 30, 26

-137

GAMMA Investing LLC

Jun 30, 26

-16

OpenArc Corporate Advisory, LLC

Jun 30, 26

-3.48K

STEVENS CAPITAL PARTNERS

Jun 30, 26

-3.72K

21 West Wealth Management LLC

Jun 30, 26

-3.02K

Calamos Advisors LLC

Jun 30, 26

-30.94K

WINCAP FINANCIAL LLC

Jun 30, 26

-2.80K

ALERUS FINANCIAL NA

Jun 30, 26

-646

MACQUARIE MANAGEMENT HOLDINGS, INC.

Jun 30, 26

-5.11K

RiverGlades Family Offices LLC

Jun 30, 26

-3.38K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-332

Arcadia Wealth Management, Inc.

Jun 30, 26

-2.58K

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

-112

Nova Wealth Management, Inc.

Jun 30, 26

-66

ST GERMAIN D J CO INC

Jun 30, 26

-568

Richardson Capital Management LLC

Jun 30, 26

-17

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-2.05K

M Holdings Securities, Inc.

Jun 30, 26

-18.94K

Verdence Capital Advisors LLC

Jun 30, 26

-2.87K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-3.62K

EVOKE WEALTH, LLC

Jun 30, 26

-21.05K

Midwest Capital Advisors, LLC

Jun 30, 26

-5.92K

Nova R Wealth, Inc.

Jun 30, 26

-5.34K

Spence Asset Management

Jun 30, 26

-530

Cerity Partners Retirement Plan Advisors LLC

Jun 30, 26

-31.77K

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-42.54K

Walkner Condon Financial Advisors LLC

Jun 30, 26

-2.96K

CITY HOLDING CO

Jun 30, 26

-121

WESTWOOD HOLDINGS GROUP INC

Jun 30, 26

-2.73K

SCS Capital Management LLC

Jun 30, 26

-8.26K

Reyes Financial Architecture, Inc.

Jun 30, 26

-9.09K

Meramec Financial Planners, LLC

Jun 30, 26

-121

Occidental Asset Management, LLC

Jun 30, 26

-2.65K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-78

SIMPLEX TRADING, LLC

Jun 30, 26

-66

CURIO WEALTH, LLC

Jun 30, 26

-1.44K

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Jun 30, 26

-3.68K

HENGEHOLD CAPITAL MANAGEMENT LLC

Jun 30, 26

-14.43K

Virtus Wealth Solutions LLC

Jun 30, 26

-116.93K

Elm Partners Management LLC

Jun 30, 26

-3.34K

Advus Financial Partners, LLC

Jun 30, 26

-4.42K

55 North Private Wealth, LLC

Jun 30, 26

-4.30K

Hilton Head Capital Partners, LLC

Jun 30, 26

-25

Timmons Wealth Management, LLC

Jun 30, 26

-444

GKV Capital Management Co., Inc.

Jun 30, 26

-13

Global Wealth Strategies & Associates

Jun 30, 26

-205

Clayton Financial Group LLC

Jun 30, 26

-1.23K

Winter & Associates, Inc.

Jun 30, 26

-5.44K

Willis Johnson & Associates, Inc.

Jun 30, 26

-7.49K

Princeton Global Asset Management LLC

Jun 30, 26

-81

DHJJ Financial Advisors, Ltd.

Jun 30, 26

-10

RHL GROUP, LLC

Jun 30, 26

-1

Phil A. Younker & Associates, Ltd.

Jun 30, 26

-12.69K

Nautilus Advisors LLC

Jun 30, 26

-2.87K

SEVEN MILE ADVISORY

Jun 30, 26

-7.29K

Estate Counselors, LLC

Jun 30, 26

-13.52K

Hurlow Wealth Management Group, Inc.

Jun 30, 26

-6.66K

CITADEL ADVISORS LLC

Jun 30, 26

-42.86K

Wright Fund Management, LLC

Jun 30, 26

-30.19K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-553

Allspring Global Investments Holdings, LLC

Jun 30, 26

-176

Members Advisory Group LLC

Jun 30, 26

-75.88K

MERIDIAN INVESTMENT COUNSEL INC.

Jun 30, 26

-3.37K

Harbor Asset Planning, Inc.

Jun 30, 26

-152

Sound Income Strategies, LLC

Jun 30, 26

-937

Cardinal Point Capital Management, ULC

Jun 30, 26

-3.14K

Morse Asset Management, Inc

Jun 30, 26

-700

Sterling Wealth Management, Inc.

Jun 30, 26

-2.75K

Roan Capital Partners

Jun 30, 26

-3.95K

Bell Bank

Jun 30, 26

-3.05K

Retireful, LLC

Jun 30, 26

-4.64K

Hills Bank & Trust Co

Jun 30, 26

-1.78K

HHM Wealth Advisors, LLC

Jun 30, 26

-159

Wedmont Private Capital

Jun 30, 26

-4.58K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-154

Charter Oak Capital Management, LLC

705.78K

Mar 31, 26

-76.39K

0.08%

Efficient Advisors, LLC

639.29K

Mar 31, 26

-131.33K

0.07%

Parkside Financial Bank & Trust

257.92K

Mar 31, 26

+9.58K

0.03%

Cherry Tree Wealth Management, LLC

133.44K

Mar 31, 26

+3.88K

0.01%

CWM, LLC

111.53K

Mar 31, 26

+13.88K

0.01%

DGS Capital Management, LLC

67.82K

Mar 31, 26

+17.08K

0.01%

Financial Gravity Asset Management, Inc.

62.86K

Mar 31, 26

-129

0.01%

Coordinated Financial Services, Inc.

37.00K

Mar 31, 26

+9.56K

0.00%

Evanson Asset Management, LLC

34.77K

Mar 31, 26

+1.40K

0.00%

Leo Wealth, LLC

9.81K

Mar 31, 26

-1.90K

0.00%

BROWN, LISLE/CUMMINGS, INC.

7.37K

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

7.26K

Mar 31, 26

+1.43K

0.00%

MILLINGTON SECURITIES, INC.

7.24K

Mar 31, 26

+7.24K

0.00%

RoundAngle Advisors LLC

6.72K

Mar 31, 26

+137

0.00%

U.S. Capital Wealth Advisors, LLC

4.27K

Mar 31, 26

+59

0.00%

Anchor Investment Management, LLC

4.11K

Mar 31, 26

-118

0.00%

Claris Financial LLC

4.00K

Mar 31, 26

-677

0.00%

McIlrath & Eck, LLC

3.50K

Mar 31, 26

+263

0.00%

Red Tortoise LLC

3.29K

Mar 31, 26

+171

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

2.70K

Mar 31, 26

+2.70K

0.00%

JOURNEY STRATEGIC WEALTH LLC

2.65K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.85K

Mar 31, 26

+20

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

140

Mar 31, 26

-15

0.00%

Financial Connections Group, Inc.

Mar 31, 26

+41

0.00%

SOL Capital Management CO

Mar 31, 26

-19.91K

VANGUARD GROUP INC

804.82K

Dec 31, 25

+74.59K

0.09%

COMERICA BANK

737.19K

Dec 31, 25

-45.80K

0.08%

FineMark National Bank & Trust

58.88K

Dec 31, 25

-2.97K

0.01%

CIBC Private Wealth Group, LLC

11.99K

Dec 31, 25

-567

0.00%

CAPITAL INSIGHT PARTNERS, LLC

6.97K

Dec 31, 25

-2.86K

0.00%

O'Brien Wealth Partners LLC

5.79K

Dec 31, 25

+5.79K

0.00%

Total Wealth Planning, LLC

5.27K

Dec 31, 25

-1.52K

0.00%

Litman Gregory Wealth Management LLC

5.05K

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

4.42K

Dec 31, 25

0.00%

Vantage Financial Partners, LLC

3.42K

Dec 31, 25

+44

0.00%

NICOLET ADVISORY SERVICES, LLC

2.60K

Dec 31, 25

0.00%

ORG Partners LLC

2.31K

Dec 31, 25

+187

0.00%

Stephens Consulting, LLC

460

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-610

Pandora Wealth, Inc.

Dec 31, 25

-3

Blue Barn Wealth, LLC

Dec 31, 25

-4.82K

New Millennium Group LLC

Dec 31, 25

-50

Willow Creek Wealth Management Inc.

1.50M

Sep 30, 25

+89.80K

0.17%

Apexium Financial, LP

148.56K

Sep 30, 25

+11.27K

0.02%

OAK HILL WEALTH ADVISORS, LLC

131.70K

Sep 30, 25

+6.67K

0.01%

AHL INVESTMENT MANAGEMENT, INC.

42.71K

Sep 30, 25

-2.21K

0.00%

SYNOVUS FINANCIAL CORP

29.88K

Sep 30, 25

-149

0.00%

Wela Strategies, Inc.

29.01K

Sep 30, 25

-142

0.00%

Moloney Securities Asset Management, LLC

25.47K

Sep 30, 25

+215

0.00%

Lokken Investment Group LLC

21.56K

Sep 30, 25

+2.67K

0.00%

COUNTRY CLUB BANK /GFN

20.59K

Sep 30, 25

+138

0.00%

PINNACLE FINANCIAL PARTNERS INC

20.26K

Sep 30, 25

-1.34K

0.00%

Burt Wealth Advisors

14.50K

Sep 30, 25

-250

0.00%

Full Sail Capital, LLC

10.24K

Sep 30, 25

+10.24K

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

9.43K

Sep 30, 25

-1.52K

0.00%

Wealthstream Advisors, Inc.

8.00K

Sep 30, 25

+13

0.00%

Accredited Wealth Management, LLC

6.40K

Sep 30, 25

-31.18K

0.00%

Guerra Advisors Inc

5.35K

Sep 30, 25

+5.35K

0.00%

WETHERBY ASSET MANAGEMENT INC

3.53K

Sep 30, 25

0.00%

Financial Advocates Investment Management

3.36K

Sep 30, 25

-50.48K

0.00%

Siligmueller & Norvid Wealth Advisors LLC

3.17K

Sep 30, 25

+3.17K

0.00%

Obsidian Personal Planning Solutions LLC

2.60K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

652

Sep 30, 25

0.00%

TEXAS CAPITAL BANCSHARES INC/TX

606

Sep 30, 25

+606

0.00%

Hemington Wealth Management

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-600

L.M. KOHN & COMPANY

Sep 30, 25

-3.05K

Congress Wealth Management LLC / DE /

918.43K

Jun 30, 25

+868.73K

0.10%

Jentner Corp

722.65K

Jun 30, 25

+15.98K

0.08%

AVANTAX ADVISORY SERVICES, INC.

435.97K

Jun 30, 25

-17.10K

0.05%

Atria Wealth Solutions, Inc.

301.02K

Jun 30, 25

-491.63K

0.03%

First Horizon Advisors, Inc.

245.44K

Jun 30, 25

-532

0.03%

Financial Partners Group, LLC

72.59K

Jun 30, 25

+72.59K

0.01%

Semmax Financial Advisors Inc.

54.42K

Jun 30, 25

-291

0.01%

Parkworth Wealth Management, Inc.

45.46K

Jun 30, 25

+276

0.01%

BIP Alliance, LLC

42.05K

Jun 30, 25

-6.34K

0.00%

PrairieView Partners, LLC

34.91K

Jun 30, 25

-4.11K

0.00%

Benchmark Wealth Management, LLC

25.45K

Jun 30, 25

+4.69K

0.00%

Graypoint LLC

15.59K

Jun 30, 25

-2.35K

0.00%

Wellington Capital Management, Inc.

9.81K

Jun 30, 25

+9.81K

0.00%

My Legacy Advisors, LLC

8.92K

Jun 30, 25

+2.12K

0.00%

J. W. Coons Advisors, LLC

4.88K

Jun 30, 25

-155

0.00%

Elios Financial Group Inc.

4.25K

Jun 30, 25

-390

0.00%

Sebold Capital Management, Inc.

3.02K

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

289

Jun 30, 25

+289

0.00%

Waypoint Wealth Partners Inc.

Jun 30, 25

-2.59K

Capital A Wealth Management, LLC

Jun 30, 25

-143

Corrigan Financial, Inc.

532.62K

Mar 31, 25

+16.34K

0.06%

Orion Portfolio Solutions, LLC

375.73K

Mar 31, 25

+64.35K

0.04%

Morningstar Investment Services LLC

58.84K

Mar 31, 25

-167.19K

0.01%

Vista Wealth Management Group, LLC

22.87K

Mar 31, 25

+333

0.00%

Rappaport Reiches Capital Management, LLC

20.32K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

19.05K

Mar 31, 25

+43

0.00%

Marcum Wealth, LLC

15.69K

Mar 31, 25

-642

0.00%

Schechter Investment Advisors, LLC

12.91K

Mar 31, 25

0.00%

Michael A. Dubis Financial Planning, LLC

11.43K

Mar 31, 25

+20

0.00%

Coordinated Financial Services, Inc./CO

8.52K

Mar 31, 25

+8.52K

0.00%

Delta Financial Group, Inc.

4.70K

Mar 31, 25

-382

0.00%

Sandy Spring Bank

364

Mar 31, 25

0.00%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-6.83K

Aveo Capital Partners, LLC

Mar 31, 25

-17.94K

Carlson Capital Management

2.28M

Dec 31, 24

+207.59K

0.25%

Campbell Wealth Management

863.28K

Dec 31, 24

+374.31K

0.10%

HART & PATTERSON FINANCIAL GROUP LLC

88.50K

Dec 31, 24

+1.95K

0.01%

Kiely Wealth Advisory Group, Inc.

87.70K

Dec 31, 24

+10.78K

0.01%

SignalPoint Asset Management, LLC

75.67K

Dec 31, 24

+28.22K

0.01%

Kades & Cheifetz LLC

51.78K

Dec 31, 24

+43.43K

0.01%

LAKE STREET ADVISORS GROUP, LLC

49.56K

Dec 31, 24

0.01%

Riggs Capital Management LLC

22.37K

Dec 31, 24

+22.37K

0.00%

Merriman Wealth Management, LLC

19.66K

Dec 31, 24

+713

0.00%

Treynor Bancshares, Inc.

12.15K

Dec 31, 24

-4.73K

0.00%

Private Portfolio Partners LLC

8.35K

Dec 31, 24

+1.52K

0.00%

Maiden Cove Capital, LLC

7.77K

Dec 31, 24

+1.85K

0.00%

Peninsula Wealth, LLC

4.91K

Dec 31, 24

0.00%

BOSTON FINANCIAL MANGEMENT LLC

3.08K

Dec 31, 24

0.00%

Signify Wealth

2.68K

Dec 31, 24

-193

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.41K

Dec 31, 24

+510

0.00%

Sugarloaf Wealth Management, LLC

2.06K

Dec 31, 24

-868

0.00%

WINTRUST INVESTMENTS LLC

925

Dec 31, 24

+925

0.00%

Bray Capital Advisors

625

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

373

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

279

Dec 31, 24

-3.35K

0.00%

WR Wealth Planners, LLC

243

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

171

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.42M

Sep 30, 24

+25.35K

0.16%

RAYMOND JAMES & ASSOCIATES

1.24M

Sep 30, 24

+14.33K

0.14%

Axiom Advisory, LLC

848.65K

Sep 30, 24

-399.44K

0.09%

Financial Planning & Information Services, Inc.

312.41K

Sep 30, 24

-44.63K

0.03%

PRIO WEALTH LIMITED PARTNERSHIP

200.22K

Sep 30, 24

-3.07K

0.02%

MONUMENTAL FINANCIAL GROUP INC.

185.25K

Sep 30, 24

+10.82K

0.02%

LWMG, LLC

124.40K

Sep 30, 24

+12.49K

0.01%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

100.99K

Sep 30, 24

+81.37K

0.01%

RAYMOND JAMES TRUST N.A.

46.12K

Sep 30, 24

+2.23K

0.01%

GYL FINANCIAL SYNERGIES, LLC

19.19K

Sep 30, 24

+10.57K

0.00%

Insight Folios Inc

15.10K

Sep 30, 24

-184

0.00%

Kingfisher Capital LLC

7.50K

Sep 30, 24

+3.81K

0.00%

Carmichael Hill & Associates, Inc.

7.50K

Sep 30, 24

+843

0.00%

Annapolis Financial Services, LLC

2.85K

Sep 30, 24

0.00%

VitalStone Financial, LLC

1.59K

Sep 30, 24

-220

0.00%

First Personal Financial Services

865

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

657

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

109

Sep 30, 24

+109

0.00%

Diversified, LLC

Sep 30, 24

-4.11K

CARY STREET PARTNERS ASSET MANAGEMENT LLC

Sep 30, 24

-41.90K

BUCKINGHAM STRATEGIC WEALTH, LLC

1.46M

Jun 30, 24

-17.34K

0.16%

Levy Wealth Management Group, LLC

583.24K

Jun 30, 24

-133.72K

0.06%

Carmenna Advisors LLC

154.62K

Jun 30, 24

+154.62K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

51.20K

Jun 30, 24

+5.12K

0.01%

ICA Group Wealth Management, LLC

3.56K

Jun 30, 24

-13.52K

0.00%

Epic Trust Investment Advisors, LLC

3.17K

Jun 30, 24

-56

0.00%

GIRARD PARTNERS LTD.

2.71K

Jun 30, 24

-70

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

1.64K

Jun 30, 24

0.00%

Private Ocean, LLC

Jun 30, 24

+64

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Jun 30, 24

-29

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

BlackRock Inc.

Jun 30, 24

-162

Relative Value Partners Group, LLC

Jun 30, 24

-66.57K

Cetera Advisor Networks LLC

646.73K

Mar 31, 24

-61.31K

0.07%

Cetera Advisors LLC

299.76K

Mar 31, 24

+198.28K

0.03%

SOUNDMARK WEALTH MANAGEMENT, LLC

132.22K

Mar 31, 24

+39.41K

0.01%

ML & R WEALTH MANAGEMENT LLC

8.05K

Mar 31, 24

-3.16K

0.00%

Bromfield Sneider Wealth Advisors

7.69K

Mar 31, 24

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

3.62K

Mar 31, 24

-40

0.00%

CAMBRIDGE TRUST CO

1.30K

Mar 31, 24

-11.91K

0.00%

Charles Schwab Investment Advisory, Inc.

Mar 31, 24

-3.42K

Starfox Financial Services, LLC

Mar 31, 24

-3.34K

Bridgeworth, LLC

435.03K

Dec 31, 23

+18.69K

0.05%

Bartlett & Co. LLC

262.62K

Dec 31, 23

-2.16K

0.03%

Resource Planning Group

207.90K

Dec 31, 23

+69.15K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

140.05K

Dec 31, 23

+140.05K

0.02%

Day & Ennis, LLC

121.08K

Dec 31, 23

+21.34K

0.01%

Simplicity Solutions, LLC

93.59K

Dec 31, 23

-61.59K

0.01%

TELEMUS CAPITAL, LLC

71.82K

Dec 31, 23

-10.04K

0.01%

EisnerAmper Wealth Management Corporate Benefits, LLC

48.89K

Dec 31, 23

-15.66K

0.01%

Baystate Wealth Management LLC

14.65K

Dec 31, 23

+1.27K

0.00%

DFPG INVESTMENTS, LLC

5.78K

Dec 31, 23

-3.32K

0.00%

Landmark Financial Advisors, LLC

3.72K

Dec 31, 23

+854

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

634

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

546

Dec 31, 23

0.00%

Windsor Group LTD

223.69K

Sep 30, 23

+19.67K

0.02%

TRIAD FINANCIAL ADVISORS, INC.

161.08K

Sep 30, 23

+4.00K

0.02%

COMERICA SECURITIES,INC.

132.45K

Sep 30, 23

-16.10K

0.01%

PATHSTONE FAMILY OFFICE, LLC

38.01K

Sep 30, 23

+27.35K

0.00%

COLONY GROUP LLC

35.96K

Sep 30, 23

-1.33K

0.00%

Key Bridge Compliance, LLC

10.29K

Sep 30, 23

+10.29K

0.00%

Claybrook Capital, LLC

10.00K

Sep 30, 23

-600

0.00%

Mangham Associates,LLC

8.84K

Sep 30, 23

-1.08K

0.00%

BRIGGS ADVISORY GROUP, INC.

7.25K

Sep 30, 23

+2.10K

0.00%

Column Capital Advisors, LLC

7.25K

Sep 30, 23

-1.10K

0.00%

KB FINANCIAL PARTNERS, LLC

5.01K

Sep 30, 23

0.00%

3D/L Capital Management, LLC

4.17K

Sep 30, 23

-4.05K

0.00%

Icon Wealth Partners, LLC

3.92K

Sep 30, 23

0.00%

Truadvice, LLC

3.29K

Sep 30, 23

-1.41K

0.00%

Antonetti Capital Management LLC

782

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

258

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

ADVISOR PARTNERS II, LLC

Sep 30, 23

-6.61K

Trellis Advisors, LLC

Sep 30, 23

-3.68K

WEALTH ADVISORS, INC.

Sep 30, 23

-5.39K

Steward Financial Group LLC

Sep 30, 23

-465

TIAA, FSB

358.33K

Jun 30, 23

-184.88K

0.04%

BDO Wealth Advisors, LLC

106.83K

Jun 30, 23

-75.88K

0.01%

Carlsbad Wealth Advisory Group, Inc.

100.47K

Jun 30, 23

+100.47K

0.01%

BMS Financial Advisors, LLC

55.61K

Jun 30, 23

-86.11K

0.01%

AJ WEALTH STRATEGIES, LLC

36.69K

Jun 30, 23

-129

0.00%

Veritable, L.P.

28.98K

Jun 30, 23

+640

0.00%

VALLEY FINANCIAL MANAGEMENT, INC.

24.44K

Jun 30, 23

+932

0.00%

Kistler-Tiffany Companies, LLC

16.94K

Jun 30, 23

+16.08K

0.00%

Financial Architects, Inc

16.29K

Jun 30, 23

-472

0.00%

Intercontinental Wealth Advisors, LLC

12.47K

Jun 30, 23

-140

0.00%

MCMILLION CAPITAL MANAGEMENT INC

3.13K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

372

Jun 30, 23

-1.28K

0.00%

TimeScale Financial, Inc.

157

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

Jun 30, 23

0.00%

Fullen Financial Group

210.37K

Mar 31, 23

+26.73K

0.02%

Cardinal Point Wealth Management Partners, LLC

159.90K

Mar 31, 23

+210

0.02%

Baldrige Asset Management LLC

10.89K

Mar 31, 23

+107

0.00%

Domani Wealth, LLC

3.72K

Mar 31, 23

0.00%

LeJeune Puetz Investment Counsel LLC

Mar 31, 23

-1.58K

COMPASS FINANCIAL ADVISORS LLC

Mar 31, 23

-2.94K

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-19

Personal Capital Advisors Corp

13.15M

Dec 31, 22

-592.64K

1.46%

Newman & Schimel, LLC

398.43K

Dec 31, 22

+5.64K

0.04%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

180.26K

Dec 31, 22

+180.26K

0.02%

Sanford Advisory Services, LLC

123.56K

Dec 31, 22

+119.03K

0.01%

St. James Investment Advisors, LLC

86.51K

Dec 31, 22

+33.25K

0.01%

Burleson & Company, LLC

63.92K

Dec 31, 22

0.01%

BOENNING & SCATTERGOOD, INC.

23.81K

Dec 31, 22

+7.97K

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

21.41K

Dec 31, 22

-1.39K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

21.32K

Dec 31, 22

-11.89K

0.00%

GAMBLE JONES INVESTMENT COUNSEL

16.36K

Dec 31, 22

-1.25K

0.00%

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

14.66K

Dec 31, 22

-5

0.00%

Laurel Wealth Advisors, Inc.

12.87K

Dec 31, 22

-2.25K

0.00%

Autus Asset Management, LLC

8.26K

Dec 31, 22

+33

0.00%

Cribstone Capital Management, LLC

1.53K

Dec 31, 22

+45

0.00%

Capital Directions Investment Advisors, LLC

1.03K

Dec 31, 22

+1.03K

0.00%

Sargent Bickham Lagudis LLC

407

Dec 31, 22

0.00%

Red Cedar Capital, LLC

164

Dec 31, 22

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-10.76K

DOWLING & YAHNKE LLC

1.44M

Sep 30, 22

+317.33K

0.16%

Highland Private Wealth Management

491.61K

Sep 30, 22

-119.59K

0.05%

Doyle Wealth Management

268.60K

Sep 30, 22

-18.23K

0.03%

McCutchen Group LLC

150.04K

Sep 30, 22

+753

0.02%

American Portfolios Advisors

131.62K

Sep 30, 22

+22.79K

0.01%

Covington Capital Management

96.91K

Sep 30, 22

+6.80K

0.01%

MUFG Americas Holdings Corp

91.65K

Sep 30, 22

-25.83K

0.01%

SWM Advisors

85.67K

Sep 30, 22

+2.46K

0.01%

Portfolio Solutions, LLC

64.53K

Sep 30, 22

+17.53K

0.01%

CPWM, LLC

61.27K

Sep 30, 22

+33.73K

0.01%

SADOFF INVESTMENT MANAGEMENT LLC

48.35K

Sep 30, 22

-350

0.01%

EATON VANCE MANAGEMENT

48.01K

Sep 30, 22

-4.64K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

37.12K

Sep 30, 22

-6.44K

0.00%

Surevest, LLC

34.07K

Sep 30, 22

-342

0.00%

REGENTATLANTIC CAPITAL LLC

14.11K

Sep 30, 22

+21

0.00%

FourThought Financial, LLC

13.03K

Sep 30, 22

0.00%

BTR CAPITAL MANAGEMENT INC

10.65K

Sep 30, 22

0.00%

Ashfield Capital Partners, LLC

10.37K

Sep 30, 22

+300

0.00%

RGT Wealth Advisors, LLC

6.57K

Sep 30, 22

-899

0.00%

Brown Advisory Securities, LLC

5.34K

Sep 30, 22

0.00%

Round Table Services, LLC

5.05K

Sep 30, 22

-22

0.00%

Beaumont Financial Partners, LLC

4.70K

Sep 30, 22

-65

0.00%

American Research & Management Co.

3.99K

Sep 30, 22

-817

0.00%

MILESTONE WEALTH, LLC

863

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+80

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-130

Bell Rock Capital LLC

Sep 30, 22

-664.10K

ACG Wealth

Sep 30, 22

-1.40K

Kore Private Wealth LLC

Sep 30, 22

-22.79K

NextCapital Advisers, Inc.

1.72M

Jun 30, 22

-87.97K

0.19%

Reynolds Investment Management, Inc.

372.11K

Jun 30, 22

-28.79K

0.04%

Lake Point Wealth Management

163.79K

Jun 30, 22

+163.79K

0.02%

BIVIN & ASSOCIATES, INC.

55.04K

Jun 30, 22

-28.29K

0.01%

Frontier Wealth Management LLC

50.82K

Jun 30, 22

-2.93K

0.01%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

49.48K

Jun 30, 22

+479

0.01%

DIXON HUBARD FEINOUR & BROWN INC/VA

38.90K

Jun 30, 22

-7.69K

0.00%

Private Capital Group, LLC

6.91K

Jun 30, 22

-55.98K

0.00%

Titus Wealth Management

4.95K

Jun 30, 22

-699

0.00%

Minot Wealth Management LLC

4.55K

Jun 30, 22

-900

0.00%

BREWIN DOLPHIN LTD

2.13K

Jun 30, 22

0.00%

Cordasco Financial Network

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

Jun 30, 22

+13

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

-123

KINGS POINT CAPITAL MANAGEMENT

64.51K

Mar 31, 22

-20.19K

0.01%

Livingston Group Asset Management CO (operating as Southport Capital Management)

52.71K

Mar 31, 22

-98.44K

0.01%

SVB Investment Services Inc.

29.50K

Mar 31, 22

-2.47K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

10.35K

Mar 31, 22

-111

0.00%

Permit Capital Advisors, LLC

8.17K

Mar 31, 22

+8.17K

0.00%

ELM ADVISORS, LLC

5.82K

Mar 31, 22

-1.01K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

3.48K

Mar 31, 22

-465

0.00%

Legacy Capital Partners, Inc.

2.57K

Mar 31, 22

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

1.77K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

400

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

113

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-2.48K

PALLADIUM PARTNERS LLC

Mar 31, 22

-2.72K

People's United Financial, Inc.

Mar 31, 22

-2.52K

NEXT Financial Group, Inc

165.34K

Dec 31, 21

+44.95K

0.02%

Country Club Trust Company, n.a.

79.66K

Dec 31, 21

+74.18K

0.01%

FINANCIAL MANAGEMENT CONCEPTS CORP /ADV

57.00K

Dec 31, 21

+9.76K

0.01%

Clearshares LLC

35.40K

Dec 31, 21

0.00%

Mosaic Family Wealth, LLC

28.96K

Dec 31, 21

-204

0.00%

Altavista Wealth Management, Inc.

10.26K

Dec 31, 21

0.00%

Investors Financial Group, LLC

3.86K

Dec 31, 21

+41

0.00%

Carroll Financial Associates, Inc.

3.22K

Dec 31, 21

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

2.60K

Dec 31, 21

+2.60K

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.77K

Dec 31, 21

-25

0.00%

MD Financial Management Inc.

130

Dec 31, 21

0.00%

Johanson Financial Advisors, Inc.

Dec 31, 21

-2.49K

Ameritas Investment Company, LLC

482.36K

Sep 30, 21

+478.29K

0.05%

Homrich & Berg

273.17K

Sep 30, 21

-8.26K

0.03%

C-J Advisory, Inc.

121.99K

Sep 30, 21

+8.35K

0.01%

Cardinal Point Wealth Management LLC

103.28K

Sep 30, 21

+2.12K

0.01%

Alexandria Capital, LLC

88.28K

Sep 30, 21

+10.82K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

74.48K

Sep 30, 21

+1.35K

0.01%

LEVEL FOUR FINANCIAL, LLC

45.13K

Sep 30, 21

-919

0.01%

MANAGED ACCOUNT SERVICES INC

44.42K

Sep 30, 21

-23.93K

0.00%

BBVA USA

21.67K

Sep 30, 21

-2.28K

0.00%

Rinet Co LLC

16.25K

Sep 30, 21

+1.31K

0.00%

Newport Wealth Strategies, Inc.

6.03K

Sep 30, 21

-2.38K

0.00%

Granite Investment Advisors, LLC

2.47K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

950

Sep 30, 21

+950

0.00%

SECURITY NATIONAL TRUST CO

255

Sep 30, 21

0.00%

AdvicePeriod, LLC

246.11K

Jun 30, 21

-17.83K

0.03%

Wechter Feldman Wealth Management, Inc.

226.10K

Jun 30, 21

+220.32K

0.03%

PNC Managed Account Solutions, Inc.

197.06K

Jun 30, 21

+197.06K

0.02%

Novak Financial Planning, LLC

88.56K

Jun 30, 21

+21.04K

0.01%

Coe Capital Management, LLC

37.83K

Jun 30, 21

-1.06K

0.00%

Pinnacle Wealth Advisors

23.89K

Jun 30, 21

+23.89K

0.00%

20/20 Capital Management, Inc.

15.19K

Jun 30, 21

+339

0.00%

Legacy Wealth Partners, Inc.

9.58K

Jun 30, 21

-309

0.00%

FormulaFolio Investments, LLC

4.37K

Jun 30, 21

-398

0.00%

Epstein & White Financial LLC

3.55K

Jun 30, 21

+3.55K

0.00%

Hoover Financial Advisors, Inc.

1.14K

Jun 30, 21

-269

0.00%

BBVA USA Bancshares, Inc.

226.91K

Mar 31, 21

+21.16K

0.03%

Pinnacle Advisory Group, Inc.

30.73K

Mar 31, 21

+30.73K

0.00%

Paracle Advisors, LLC

14.56K

Mar 31, 21

+1.22K

0.00%

TCF National Bank

7.69K

Mar 31, 21

+45

0.00%

Integer Wealth Advisors Group LLC

7.06K

Mar 31, 21

0.00%

CAMDEN NATIONAL CORP

4.97K

Mar 31, 21

+4.97K

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

2.08K

Mar 31, 21

-1.70K

0.00%

Swift Run Capital Management, LLC

14.70K

Dec 31, 20

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

3.17K

Dec 31, 20

0.00%

Reby Advisors, LLC

950

Dec 31, 20

+950

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

320

Dec 31, 20

0.00%

BAINCO INTERNATIONAL INVESTORS

100

Dec 31, 20

-2.60K

0.00%

ETRADE Capital Management LLC

484.88K

Sep 30, 20

+19.21K

0.05%

Wellesley Investment Partners, LLC

307.53K

Sep 30, 20

-3.35K

0.03%

First Allied Advisory Services, Inc.

176.49K

Sep 30, 20

-3.01K

0.02%

QUANTUM CAPITAL MANAGEMENT

125.26K

Sep 30, 20

-12.32K

0.01%

Partnervest Advisory Services LLC

27.04K

Sep 30, 20

+9.82K

0.00%

Wealthspire Advisors, L.P.

14.92K

Sep 30, 20

+6.46K

0.00%

Stearns Financial Services Group

14.30K

Sep 30, 20

+13.65K

0.00%

Confluence Wealth Management LLC

13.13K

Sep 30, 20

+6.24K

0.00%

FCG ADVISORS, LLC

8.28K

Sep 30, 20

-51

0.00%

Independence Advisors, LLC

7.23K

Sep 30, 20

0.00%

Kavar Capital Partners, LLC

6.14K

Sep 30, 20

+6.14K

0.00%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

5.33K

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

236

Sep 30, 20

0.00%

IBERIABANK CORP

643.56K

Jun 30, 20

-19.02K

0.07%

Global Financial Private Capital, Inc

457.28K

Jun 30, 20

+215.96K

0.05%

TRUEWEALTH LLC

10.60K

Jun 30, 20

+334

0.00%

Maxim Capital Management LLC

5.41K

Jun 30, 20

-1.21K

0.00%

FRONTIER INVESTMENT MGMT CO

5.21K

Jun 30, 20

+5.21K

0.00%

Foothills Asset Management, Ltd.

19.97K

Mar 31, 20

+4.05K

0.00%

PagnatoKarp Partners LLC

18.08K

Mar 31, 20

-20.60K

0.00%

Fiduciary Trust Co International of Pennsylvania

7.87K

Mar 31, 20

0.00%

Stratford Consulting, LLC

5.91K

Mar 31, 20

+15

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

407

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

Advisor Group, Inc.

1.75M

Dec 31, 19

+30.97K

0.19%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.30M

Dec 31, 19

+34.09K

0.14%

PHH Investments, Ltd.

138.22K

Dec 31, 19

+4.58K

0.02%

Beacon Pointe Wealth Advisors, LLC

41.25K

Dec 31, 19

+6.13K

0.00%

CIBC BANK USA

3.65K

Dec 31, 19

-1.14K

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

3.31K

Dec 31, 19

+3.31K

0.00%

Sequoia Wealth Management, LLC

Dec 31, 19

-3.40K

SUNTRUST BANKS INC

991.71K

Sep 30, 19

-10.80K

0.11%

SOUTH TEXAS MONEY MANAGEMENT LTD

228.57K

Sep 30, 19

-342

0.03%

BOSTON ADVISORS LLC

173.39K

Sep 30, 19

-1.94K

0.02%

BB&T SECURITIES, LLC

99.86K

Sep 30, 19

-9.96K

0.01%

Shamrock Asset Management LLC

2.48K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

572

Sep 30, 19

0.00%

Guidant Wealth Advisors

394

Sep 30, 19

0.00%

MRA Associates USA LLC

338

Sep 30, 19

0.00%

Highwater Wealth Management, LLC

Sep 30, 19

-6.42K

HARVEST CAPITAL MANAGEMENT INC

13.26K

Jun 30, 19

+1.57K

0.00%

CHEMICAL BANK

8.59K

Jun 30, 19

-8

0.00%

Lourd Capital, LLC

5.60K

Jun 30, 19

0.00%

Hugh Johnson Advisors LLC

2.56K

Jun 30, 19

-253

0.00%

AT Bancorp

1.70M

Mar 31, 19

+406.55K

0.19%

TD Ameritrade Trust Co

213.24K

Mar 31, 19

+71.95K

0.02%

HL FINANCIAL SERVICES LLC

127.14K

Mar 31, 19

-20.86K

0.01%

NEXT Financial Holdings

44.91K

Mar 31, 19

+44.91K

0.00%

RELIANCE TRUST CO OF DELAWARE

36.77K

Mar 31, 19

-1.13K

0.00%

Ceros Financial Services Inc.

6.81K

Mar 31, 19

+6.81K

0.00%

Cypress Wealth Advisors LLC

6.35K

Mar 31, 19

+6.35K

0.00%

Live Your Vision, LLC

983

Mar 31, 19

0.00%

Catamount Wealth Management

Mar 31, 19

-50

0.00%

Visionary Asset Management, Inc.

178.13K

Dec 31, 18

+133.87K

0.02%

CEDAR HILL ASSOCIATES, LLC

125.50K

Dec 31, 18

-46.83K

0.01%

Peachtree Investment Advisors, Inc.

92.20K

Dec 31, 18

+10.48K

0.01%

COMERICA SECURITIES INC

69.87K

Dec 31, 18

-1.46K

0.01%

Questar Asset Management, Inc.

49.58K

Dec 31, 18

+49.58K

0.01%

Palo Capital, Inc.

11.30K

Dec 31, 18

+3.23K

0.00%

McQueen, Ball & Associates Inc.

5.05K

Dec 31, 18

-400

0.00%

BREMER TRUST NATIONAL ASSOCIATION

1.52K

Dec 31, 18

-1.96K

0.00%

RAND WEALTH, LLC

325.45K

Sep 30, 18

-60.34K

0.04%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

40.46K

Sep 30, 18

-20.84K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

3.58K

Sep 30, 18

+3.16K

0.00%

Vantage Investment Advisors, LLC

1.72K

Sep 30, 18

0.00%

AFAM CAPITAL, INC.

Sep 30, 18

-4.00K

Mosaic Financial Partners, Inc.

45.81K

Jun 30, 18

-1.29K

0.01%

Edge Advisors, LLC

990

Jun 30, 18

0.00%

Hefty Wealth Partners

496

Mar 31, 18

-2.02K

0.00%

Oak Point Wealth Management

443

Mar 31, 18

-2.92K

0.00%

IFC Holdings Incorporated/FL

851.94K

Dec 31, 17

-10.89K

0.09%

SII INVESTMENTS INC/WI

299.05K

Dec 31, 17

-240.36K

0.03%

ROCKEFELLER FINANCIAL SERVICES INC

8.36K

Dec 31, 17

+3.80K

0.00%

Yellowstone Partners, LLC

7.33K

Dec 31, 17

-1.38K

0.00%

WealthShield, LLC

6.76K

Dec 31, 17

+6.76K

0.00%

BB&T INVESTMENT SERVICES, INC.

6.74K

Dec 31, 17

-1.46K

0.00%

NATIONAL PLANNING CORP

317

Dec 31, 17

-117.94K

0.00%

Portfolio Strategies Inc

Dec 31, 17

+11

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-349.52K

AHL Partners LLP

Dec 31, 17

-76.73K

Barrington Strategic Wealth Management Group LLC

194.48K

Sep 30, 17

+10.38K

0.02%

FIC CAPITAL INC

84.65K

Sep 30, 17

+17.33K

0.01%

GIRARD SECURITIES, INC.

31.71K

Sep 30, 17

+8.37K

0.00%

UNITED BANK, INC.

12.66K

Sep 30, 17

-207

0.00%

Commonwealth Equity Services, Inc

1.23M

Jun 30, 17

+170.75K

0.14%

Windsor Financial Group, LLC

47.25K

Jun 30, 17

+7.36K

0.01%

RONALD BLUE & CO LLC

45.92K

Jun 30, 17

+2.98K

0.01%

Virtu KCG Holdings LLC

16.89K

Jun 30, 17

+6.63K

0.00%

iAB Financial Bank

5.58K

Jun 30, 17

+1.73K

0.00%

WFG Advisors, LP

4.50K

Jun 30, 17

+1.13K

0.00%

CETERA INVESTMENT MANAGEMENT LLC

2.98K

Jun 30, 17

+2.98K

0.00%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-20

0.00%

TIAA CREF TRUST CO FSB/MO

15.18M

Mar 31, 17

+1.39M

1.69%

CT Financial Advisors LLC

43.23K

Mar 31, 17

+3.37K

0.00%

BEACON TRUST CO

37.35K

Mar 31, 17

-10.99K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

18.41K

Mar 31, 17

+18.41K

0.00%

LBA Wealth Management, LLC

Mar 31, 17

0.00%

MSI Financial Services Inc

177.58K

Dec 31, 16

-4.95K

0.02%

Stanford Investment Group, Inc.

75.73K

Dec 31, 16

+13.40K

0.01%

VECTOR WEALTH MANAGEMENT, LLC

11.28K

Dec 31, 16

+11.28K

0.00%

BlackRock Investment Management, LLC

4.08K

Dec 31, 16

0.00%

KANALY TRUST CO

1.74K

Dec 31, 16

0.00%

Equinox Institutional Asset Management, LP

276.52K

Sep 30, 16

-287.40K

0.03%

ADVISOR CONSULTANT NETWORK INC

5.89K

Sep 30, 16

+5.89K

0.00%

WESTPORT RESOURCES MANAGEMENT INC

4.25K

Sep 30, 16

-7.39K

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

4.23K

Sep 30, 16

+1.49K

0.00%

Tradewinds Global Investors, LLC

Sep 30, 16

-5.42K

VSR Financial Services, Inc.

35.22K

Jun 30, 16

+8.75K

0.00%

FIRSTMERIT BANK N A TRUSTEE

8.15K

Jun 30, 16

-100

0.00%

Investors Capital Advisory Services

4.22K

Jun 30, 16

+34

0.00%

EMERSON INVESTMENT MANAGEMENT, LLC

50.46K

Mar 31, 16

+360

0.01%

Carnick & Kubik, LLC

10.74K

Mar 31, 16

+120

0.00%

Gupta Wealth Management LLC

4.17K

Mar 31, 16

-619

0.00%

IBBOTSON ASSOCIATES INC

251.94K

Dec 31, 15

+127.47K

0.03%

Pinnacle Summer Investments, Inc.

158.89K

Dec 31, 15

+75.25K

0.02%

Taylor, Cottrill LLC

6.01K

Dec 31, 15

0.00%

ATHERTON LANE ADVISERS, LLC

4.40K

Dec 31, 15

-801

0.00%

SMITH HAYES Advisers, Inc

3.06K

Dec 31, 15

+3.06K

0.00%

Equinox Fund Management LLC

626.73K

Sep 30, 15

0.07%

J.P. Turner & Co Capital Mnagement, LLC

17.38K

Sep 30, 15

+7.13K

0.00%

CITY NATIONAL BANK

4.09K

Sep 30, 15

-3.19K

0.00%

MANAGED ACCOUNT ADVISORS LLC

14.32M

Jun 30, 15

+3.33M

1.59%

DESCHAINE & COMPANY, LLC

3.79K

Jun 30, 15

+189

0.00%

BOSTON PRIVATE BANK & TRUST CO

301.96K

Mar 31, 15

-31.21K

0.03%

BAIRD ROBERT W & CO INC /WI/

174.22K

Mar 31, 15

-7.32K

0.02%

First Allied Asset Management, Inc.

115.40K

Mar 31, 15

+115.40K

0.01%

FIDUCIARY SERVICES CORP/GA

12.28K

Mar 31, 15

+12.28K

0.00%

STANCORP INVESTMENT ADVISERS INC

3.17K

Mar 31, 15

0.00%

Mariner Wealth Advisors-NYC, LLC

2.28K

Mar 31, 15

+2.28K

0.00%

Zions Trust, National Association

303.67K

Dec 31, 14

-1.01K

0.03%

Placemark Investments, Inc.

97.47K

Dec 31, 14

-11.23K

0.01%

VALLEY NATIONAL BANCORP

49.01K

Dec 31, 14

+46

0.01%

Dominick & Dominick LLC

17.45K

Dec 31, 14

-3.50K

0.00%

Gary Goldberg Planning Services Inc

1.05K

Dec 31, 14

0.00%

ParenteBeard Wealth Management, LLC

363

Dec 31, 14

+363

0.00%

FOUNDERS BANK & TRUST

335

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-6.96K

UBS AG

1.64M

Sep 30, 14

+30.36K

0.18%

1919 Investment Counsel, LLC

354.70K

Sep 30, 14

+34.11K

0.04%

RAYNER & HAYNOR

123.75K

Sep 30, 14

+10.05K

0.01%

COMMUNITY BANK SYSTEM, INC.

34.92K

Sep 30, 14

+3.50K

0.00%

MUNDER CAPITAL MANAGEMENT

29.00K

Sep 30, 14

-125

0.00%

Stifel Trust Company, N.A.

21.19K

Sep 30, 14

+799

0.00%

McAdams Wright Ragen, Inc.

3.86K

Sep 30, 14

+1.20K

0.00%

KMS FINANCIAL SERVICES, INC

205.90K

Jun 30, 14

-319.77K

0.02%

Strategic Capital Group LLC

15.16K

Jun 30, 14

-1.66K

0.00%

Long Wharf Investors, Inc.

9.50K

Jun 30, 14

-70

0.00%

TOWER TRUST Co

2.51K

Mar 31, 14

0.00%

SIGNET MANAGEMENT USA, LLC

23.32K

Dec 31, 13

+23.32K

0.00%

STIFEL NICOLAUS & CO INC \MO\

25.75K

Sep 30, 13

-183.06K

0.00%

KNIGHT CAPITAL GROUP LLC

97.19K

Jun 30, 13

-36.88K

0.01%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

2.23M

Mar 31, 13

+219.61K

0.25%

CITY NATIONAL ROCHDALE, LLC

4.27K

Dec 31, 12

+4.27K

0.00%

First Allied Securities, Inc.

81.69K

Jun 30, 12

+29.88K

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

2.90K

Dec 31, 10

0.00%

RBC Phillips, Hager & North Investment Counsel Inc.

3.10K

Sep 30, 09

0.00%