Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Montecito Bank & Trust | 10.77K | Sep 30, 26 | -2.01K | 0.02% |
| CX Institutional | 5.32K | Sep 30, 26 | +32 | 0.01% |
| Versant Capital Management, Inc | 4.43K | Sep 30, 26 | -- | 0.01% |
| Bank of New Hampshire | 290 | Sep 30, 26 | -- | 0.00% |
| Rosenberg Matthew Hamilton | 32 | Sep 30, 26 | -- | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | -- | Sep 30, 26 | -5.27K | -- |
| MORGAN STANLEY | 2.83M | Jun 30, 26 | +64.78K | 5.26% |
| BANK OF AMERICA CORP /DE/ | 2.44M | Jun 30, 26 | -14.18K | 4.55% |
| LPL Financial LLC | 1.40M | Jun 30, 26 | -27.59K | 2.60% |
| UBS Group AG | 1.34M | Jun 30, 26 | -43.33K | 2.50% |
| Creative Planning | 1.34M | Jun 30, 26 | -7.65K | 2.49% |
| M&T BANK CORP | 1.05M | Jun 30, 26 | +3.76K | 1.94% |
| MERCER GLOBAL ADVISORS INC /ADV | 870.70K | Jun 30, 26 | +20.38K | 1.62% |
| JONES FINANCIAL COMPANIES LLLP | 854.63K | Jun 30, 26 | +92.55K | 1.59% |
| WELLS FARGO & COMPANY/MN | 822.70K | Jun 30, 26 | +11.21K | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 748.43K | Jun 30, 26 | +758 | 1.39% |
| KEYBANK NATIONAL ASSOCIATION/OH | 741.28K | Jun 30, 26 | +23.62K | 1.38% |
| HUNTINGTON NATIONAL BANK | 712.90K | Jun 30, 26 | +13.64K | 1.33% |
| ROYAL BANK OF CANADA | 686.60K | Jun 30, 26 | +5.03K | 1.28% |
| AMERIPRISE FINANCIAL INC | 419.46K | Jun 30, 26 | +1.86K | 0.78% |
| Valmark Advisers, Inc. | 334.79K | Jun 30, 26 | -14.01K | 0.62% |
| Cetera Investment Advisers | 327.59K | Jun 30, 26 | +7.05K | 0.61% |
| Destination Wealth Management | 324.02K | Jun 30, 26 | -5.23K | 0.60% |
| Allen Investment Management LLC | 293.48K | Jun 30, 26 | -- | 0.55% |
| ASSETMARK, INC | 286.50K | Jun 30, 26 | +68.74K | 0.53% |
| Bank of New York Mellon Corp | 281.37K | Jun 30, 26 | +30.03K | 0.52% |
| Kestra Advisory Services, LLC | 268.65K | Jun 30, 26 | -5.36K | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 249.76K | Jun 30, 26 | +10.56K | 0.46% |
| COMMONWEALTH EQUITY SERVICES, LLC | 234.96K | Jun 30, 26 | -5.34K | 0.44% |
| RMB Capital Management, LLC | 224.12K | Jun 30, 26 | +1.96K | 0.42% |
| BIP Wealth, LLC | 212.26K | Jun 30, 26 | -1.50K | 0.39% |
| Del-Sette Capital Management, LLC | 210.23K | Jun 30, 26 | -2.00K | 0.39% |
| HC Advisors, LLC | 206.34K | Jun 30, 26 | -197 | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 202.26K | Jun 30, 26 | +25.40K | 0.38% |
| H&H Retirement Design & Management INC | 189.51K | Jun 30, 26 | +5.90K | 0.35% |
| Melone Private Wealth, LLC | 173.36K | Jun 30, 26 | +1.20K | 0.32% |
| JPMORGAN CHASE & CO | 168.38K | Jun 30, 26 | -7.34K | 0.31% |
| Lee-Kelleher Wealth Management | 162.15K | Jun 30, 26 | -591 | 0.30% |
| Cascade Financial Partners, LLC | 157.67K | Jun 30, 26 | -2.15K | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 156.00K | Jun 30, 26 | +25.70K | 0.29% |
| Key FInancial Inc | 155.42K | Jun 30, 26 | -3.28K | 0.29% |
| STIFEL FINANCIAL CORP | 150.82K | Jun 30, 26 | +4.10K | 0.28% |
| Baird Financial Group, Inc. | 149.20K | Jun 30, 26 | -64 | 0.28% |
| Stonebridge Wealth Management, LLC | 146.67K | Jun 30, 26 | +6.05K | 0.27% |
| Prosperity Consulting Group, LLC | 140.98K | Jun 30, 26 | -11.83K | 0.26% |
| Rockefeller Capital Management L.P. | 139.85K | Jun 30, 26 | -5.49K | 0.26% |
| CROBAN | 129.62K | Jun 30, 26 | +2.64K | 0.24% |
| Janney Montgomery Scott LLC | 128.97K | Jun 30, 26 | +4.13K | 0.24% |
| Parcion Private Wealth LLC | 128.50K | Jun 30, 26 | -- | 0.24% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128.21K | Jun 30, 26 | -3.93K | 0.24% |
| Three Bearings Fiduciary Advisors, Inc. | 124.23K | Jun 30, 26 | -4.37K | 0.23% |
| Frazier Financial Advisors, LLC | 121.73K | Jun 30, 26 | +3.02K | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 113.22K | Jun 30, 26 | -1.31K | 0.21% |
| AdvisorNet Financial, Inc | 103.83K | Jun 30, 26 | +8.21K | 0.19% |
| Wealthcare Advisory Partners LLC | 100.52K | Jun 30, 26 | +363 | 0.19% |
| Evanson Financial, LLC | 91.18K | Jun 30, 26 | +91.18K | 0.17% |
| Steward Partners Investment Advisory, LLC | 86.11K | Jun 30, 26 | -6.25K | 0.16% |
| Waverly Advisors, LLC | 86.09K | Jun 30, 26 | -3.19K | 0.16% |
| Colony Group, LLC | 85.64K | Jun 30, 26 | +5.18K | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 78.49K | Jun 30, 26 | -1.24K | 0.15% |
| VAUGHAN & Co SECURITIES, INC. | 78.36K | Jun 30, 26 | -131 | 0.15% |
| Farmers National Bank | 75.80K | Jun 30, 26 | -2.83K | 0.14% |
| Dickmeyer Boyce Financial Management, Inc. | 75.25K | Jun 30, 26 | +1.24K | 0.14% |
| HighTower Advisors, LLC | 73.90K | Jun 30, 26 | -4.16K | 0.14% |
| TRUIST FINANCIAL CORP | 73.41K | Jun 30, 26 | -2.24K | 0.14% |
| Total Clarity Wealth Management, Inc. | 71.23K | Jun 30, 26 | -- | 0.13% |
| Cerity Partners LLC | 70.99K | Jun 30, 26 | +373 | 0.13% |
| CI Private Wealth, LLC | 70.81K | Jun 30, 26 | +668 | 0.13% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 70.78K | Jun 30, 26 | -10.03K | 0.13% |
| Merit Financial Group, LLC | 70.08K | Jun 30, 26 | -7.55K | 0.13% |
| STOCK YARDS BANK & TRUST CO | 68.55K | Jun 30, 26 | -667 | 0.13% |
| Marathon Strategic Advisors, LLC | 66.97K | Jun 30, 26 | -1.32K | 0.12% |
| Capital Analysts, LLC | 65.91K | Jun 30, 26 | -279 | 0.12% |
| CITADEL ADVISORS LLC | 61.40K | Jun 30, 26 | +28.35K | 0.11% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 59.93K | Jun 30, 26 | -102 | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59.03K | Jun 30, 26 | +2.31K | 0.11% |
| Aspen Investment Management Inc | 58.68K | Jun 30, 26 | +902 | 0.11% |
| GOLDMAN SACHS GROUP INC | 58.39K | Jun 30, 26 | -636 | 0.11% |
| CAHILL FINANCIAL ADVISORS INC | 57.79K | Jun 30, 26 | -276 | 0.11% |
| BEACON FINANCIAL GROUP | 57.35K | Jun 30, 26 | -6.88K | 0.11% |
| MML INVESTORS SERVICES, LLC | 56.95K | Jun 30, 26 | +9.96K | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 56.18K | Jun 30, 26 | +2.24K | 0.10% |
| Glen Eagle Advisors, LLC | 55.73K | Jun 30, 26 | -798 | 0.10% |
| Modera Wealth Management, LLC | 55.61K | Jun 30, 26 | -290 | 0.10% |
| Midwest Trust Co | 55.28K | Jun 30, 26 | -978 | 0.10% |
| FINANCIAL ADVISORY PARTNERS, LLC | 54.67K | Jun 30, 26 | +1.48K | 0.10% |
| FFG RETIREMENT ADVISORS LLC | 52.98K | Jun 30, 26 | +824 | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 52.87K | Jun 30, 26 | -10.68K | 0.10% |
| TopTier Wealth Management, LLC | 52.10K | Jun 30, 26 | -6.96K | 0.10% |
| 180 WEALTH ADVISORS, LLC | 51.84K | Jun 30, 26 | -5.24K | 0.10% |
| Salomon & Ludwin, LLC | 50.46K | Jun 30, 26 | -1.94K | 0.09% |
| JNBA Financial Advisors | 49.92K | Jun 30, 26 | -783 | 0.09% |
| Powers Advisory Group, LLC | 48.89K | Jun 30, 26 | +29 | 0.09% |
| Ascent Group, LLC | 48.72K | Jun 30, 26 | -1.16K | 0.09% |
| Farther Finance Advisors, LLC | 48.38K | Jun 30, 26 | +23.75K | 0.09% |
| Investment Research Partners LLC | 47.95K | Jun 30, 26 | -2.97K | 0.09% |
| Advisory Services Network, LLC | 46.14K | Jun 30, 26 | +15.02K | 0.09% |
| Arkadios Wealth Advisors | 44.82K | Jun 30, 26 | +1.59K | 0.08% |
| WESBANCO BANK INC | 42.86K | Jun 30, 26 | +2.04K | 0.08% |
| INVESTED ADVISORS | 42.84K | Jun 30, 26 | +1.54K | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40.80K | Jun 30, 26 | +8.45K | 0.08% |
| Old North State Wealth Management, LLC | 40.66K | Jun 30, 26 | -658 | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.40K | Jun 30, 26 | +11.20K | 0.08% |
| F&V Capital Management, LLC | 40.10K | Jun 30, 26 | -140 | 0.07% |
| Platform Technology Partners | 39.78K | Jun 30, 26 | -- | 0.07% |
| Pensionmark Financial Group, LLC | 39.70K | Jun 30, 26 | -264 | 0.07% |
| Savant Capital, LLC | 37.93K | Jun 30, 26 | +23.33K | 0.07% |
| Wealthcare Capital Partners, LLC | 37.81K | Jun 30, 26 | +1.22K | 0.07% |
| INSPIRION WEALTH ADVISORS, LLC | 36.73K | Jun 30, 26 | -1.67K | 0.07% |
| Copper Harbor Investment Advisors, LLC | 36.31K | Jun 30, 26 | +36.31K | 0.07% |
| OPPENHEIMER & CO INC | 35.18K | Jun 30, 26 | +1.22K | 0.07% |
| IAG Wealth Partners, LLC | 35.06K | Jun 30, 26 | -1.03K | 0.07% |
| Paragon Private Wealth Management, LLC | 34.31K | Jun 30, 26 | -515 | 0.06% |
| SC&H Financial Advisors, Inc. | 33.78K | Jun 30, 26 | -421 | 0.06% |
| Independence Bank of Kentucky | 33.45K | Jun 30, 26 | -2.20K | 0.06% |
| Pasadena Private Wealth, LLC | 33.30K | Jun 30, 26 | +6.38K | 0.06% |
| Waterfront Wealth Inc. | 33.13K | Jun 30, 26 | -659 | 0.06% |
| NATIXIS ADVISORS, L.P. | 32.72K | Jun 30, 26 | +4.32K | 0.06% |
| PRINCIPAL SECURITIES, INC. | 32.71K | Jun 30, 26 | +1.36K | 0.06% |
| Apollon Wealth Management, LLC | 32.51K | Jun 30, 26 | -674 | 0.06% |
| SRS Capital Advisors, Inc. | 32.40K | Jun 30, 26 | -4.24K | 0.06% |
| NewEdge Advisors, LLC | 31.15K | Jun 30, 26 | -2.98K | 0.06% |
| COWA, LLC | 29.37K | Jun 30, 26 | +2.15K | 0.05% |
| Abundance Wealth Counselors | 29.20K | Jun 30, 26 | +14.72K | 0.05% |
| NBT BANK N A /NY | 28.84K | Jun 30, 26 | -21.28K | 0.05% |
| Connecticut Wealth Management, LLC | 27.55K | Jun 30, 26 | -- | 0.05% |
| Mariner, LLC | 27.41K | Jun 30, 26 | -8.43K | 0.05% |
| IFG Advisory, LLC | 27.26K | Jun 30, 26 | +27.26K | 0.05% |
| Apella Capital, LLC | 26.46K | Jun 30, 26 | -- | 0.05% |
| PETRA FINANCIAL ADVISORS INC | 26.42K | Jun 30, 26 | +102 | 0.05% |
| SPINNAKER TRUST | 26.41K | Jun 30, 26 | -- | 0.05% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 25.75K | Jun 30, 26 | +30 | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 25.57K | Jun 30, 26 | +5.03K | 0.05% |
| Private Advisor Group, LLC | 25.48K | Jun 30, 26 | -883 | 0.05% |
| BOKF, NA | 25.46K | Jun 30, 26 | -2 | 0.05% |
| HBK Sorce Advisory LLC | 25.33K | Jun 30, 26 | +70 | 0.05% |
| FIDUCIARY FINANCIAL ADVISORS | 23.94K | Jun 30, 26 | +23.94K | 0.04% |
| Beacon Pointe Advisors, LLC | 23.59K | Jun 30, 26 | +5.94K | 0.04% |
| FMR LLC | 23.29K | Jun 30, 26 | +4.00K | 0.04% |
| Integrated Wealth Concepts LLC | 23.25K | Jun 30, 26 | -164 | 0.04% |
| BOK Financial Private Wealth, Inc. | 23.02K | Jun 30, 26 | -641 | 0.04% |
| Miracle Mile Advisors, LLC | 23.01K | Jun 30, 26 | +1.72K | 0.04% |
| SMITH, MOORE & CO. | 22.87K | Jun 30, 26 | +4 | 0.04% |
| Kondo Wealth Advisors, Inc. | 22.62K | Jun 30, 26 | -52 | 0.04% |
| Clearwater Capital Advisors, LLC | 22.42K | Jun 30, 26 | -540 | 0.04% |
| NewSquare Capital LLC | 22.14K | Jun 30, 26 | +511 | 0.04% |
| FIFTH THIRD BANCORP | 21.68K | Jun 30, 26 | -436 | 0.04% |
| HARBOR INVESTMENT ADVISORY, LLC | 20.77K | Jun 30, 26 | -6.05K | 0.04% |
| BROWN ADVISORY INC | 20.30K | Jun 30, 26 | +27 | 0.04% |
| Brinker Capital Investments, LLC | 20.19K | Jun 30, 26 | -546 | 0.04% |
| Aptus Capital Advisors, LLC | 20.16K | Jun 30, 26 | -25 | 0.04% |
| Columbia River Financial Group, LLC | 20.07K | Jun 30, 26 | -2.00K | 0.04% |
| IFP Advisors, Inc | 20.00K | Jun 30, 26 | -1.30K | 0.04% |
| MATHER GROUP, LLC. | 19.46K | Jun 30, 26 | -1.06K | 0.04% |
| Investment Partners Asset Management, Inc. | 19.44K | Jun 30, 26 | -129 | 0.04% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 19.40K | Jun 30, 26 | +1.64K | 0.04% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 19.29K | Jun 30, 26 | -15.81K | 0.04% |
| Buckingham Strategic Partners | 18.99K | Jun 30, 26 | -795 | 0.04% |
| Sumitomo Mitsui Trust Group, Inc. | 18.93K | Jun 30, 26 | +3.64K | 0.04% |
| Clearstead Advisors, LLC | 18.72K | Jun 30, 26 | -639 | 0.03% |
| Gladstone Institutional Advisory LLC | 17.61K | Jun 30, 26 | +466 | 0.03% |
| IHT Wealth Management, LLC | 17.54K | Jun 30, 26 | -2.30K | 0.03% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 17.43K | Jun 30, 26 | -204 | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.41K | Jun 30, 26 | +802 | 0.03% |
| Rehmann Capital Advisory Group | 17.38K | Jun 30, 26 | -- | 0.03% |
| Seek First Inc. | 17.19K | Jun 30, 26 | -2 | 0.03% |
| Avail Investment Partners, LLC | 16.73K | Jun 30, 26 | +2.84K | 0.03% |
| Csenge Advisory Group | 16.59K | Jun 30, 26 | -- | 0.03% |
| Empirical Asset Management, LLC | 16.27K | Jun 30, 26 | +58 | 0.03% |
| LOM Asset Management Ltd | 16.20K | Jun 30, 26 | +5.20K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 16.07K | Jun 30, 26 | +176 | 0.03% |
| Infinity Wealth Counsel, LLC | 15.74K | Jun 30, 26 | +1.35K | 0.03% |
| Sanctuary Advisors, LLC | 15.43K | Jun 30, 26 | +2.31K | 0.03% |
| UHLMANN PRICE SECURITIES, LLC | 15.24K | Jun 30, 26 | +84 | 0.03% |
| MARINO, STRAM & ASSOCIATES LLC | 15.10K | Jun 30, 26 | +146 | 0.03% |
| AssuredPartners Investment Advisors, LLC | 15.09K | Jun 30, 26 | -9 | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 14.92K | Jun 30, 26 | -55 | 0.03% |
| Prime Buchholz LLC | 14.84K | Jun 30, 26 | +14.84K | 0.03% |
| Insight Advisors, LLC/ PA | 14.83K | Jun 30, 26 | -2.30K | 0.03% |
| New Hampshire Trust | 14.37K | Jun 30, 26 | +1.50K | 0.03% |
| United Advisor Group, LLC | 14.26K | Jun 30, 26 | -404 | 0.03% |
| BlackRock, Inc. | 14.24K | Jun 30, 26 | +2.21K | 0.03% |
| NBC SECURITIES, INC. | 14.22K | Jun 30, 26 | -1.49K | 0.03% |
| Sigma Planning Corp | 14.14K | Jun 30, 26 | -- | 0.03% |
| Arkos Global Advisors | 13.88K | Jun 30, 26 | -63 | 0.03% |
| Round Rock Advisors, LLC | 13.72K | Jun 30, 26 | -225 | 0.03% |
| Equitable Holdings, Inc. | 13.54K | Jun 30, 26 | -1.67K | 0.03% |
| EP Wealth Advisors, LLC | 13.52K | Jun 30, 26 | +801 | 0.03% |
| Focus Financial Network, Inc. | 13.44K | Jun 30, 26 | +294 | 0.02% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 13.25K | Jun 30, 26 | -- | 0.02% |
| Integrated Advisors Network LLC | 13.00K | Jun 30, 26 | -450 | 0.02% |
| BlueStem Wealth Partners, LLC | 12.90K | Jun 30, 26 | +568 | 0.02% |
| McNamara Financial Services, Inc. | 12.87K | Jun 30, 26 | -248 | 0.02% |
| Sharper & Granite LLC | 12.86K | Jun 30, 26 | -- | 0.02% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12.59K | Jun 30, 26 | -3.05K | 0.02% |
| Anson Capital, Inc. | 12.40K | Jun 30, 26 | +1.08K | 0.02% |
| JT Stratford LLC | 12.37K | Jun 30, 26 | +695 | 0.02% |
| Diversified Enterprises, LLC | 12.05K | Jun 30, 26 | -8 | 0.02% |
| Chicago Partners Investment Group LLC | 11.97K | Jun 30, 26 | +18 | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 11.80K | Jun 30, 26 | +9 | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11.73K | Jun 30, 26 | -120 | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.59K | Jun 30, 26 | +1 | 0.02% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 11.58K | Jun 30, 26 | -- | 0.02% |
| FIRST NATIONAL TRUST CO | 11.28K | Jun 30, 26 | +764 | 0.02% |
| Collar Capital Management, LLC | 11.19K | Jun 30, 26 | -- | 0.02% |
| HANCOCK WHITNEY CORP | 10.95K | Jun 30, 26 | -646 | 0.02% |
| Ally Invest Advisors Inc. | 10.81K | Jun 30, 26 | +1.05K | 0.02% |
| Prepared Retirement Institute LLC | 10.38K | Jun 30, 26 | -529 | 0.02% |
| BRADY FAMILY WEALTH, LLC | 10.17K | Jun 30, 26 | -- | 0.02% |
| Navis Wealth Advisors, LLC | 10.14K | Jun 30, 26 | -1.78K | 0.02% |
| Gallagher Fiduciary Advisors, LLC | 10.05K | Jun 30, 26 | +65 | 0.02% |
| TigerOak Management, L.L.C. | 10.03K | Jun 30, 26 | +1.80K | 0.02% |
| PINNACLE ASSOCIATES LTD | 10.02K | Jun 30, 26 | -160 | 0.02% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10.00K | Jun 30, 26 | +10.00K | 0.02% |
| Collaborative Wealth Managment Inc. | 9.91K | Jun 30, 26 | +22 | 0.02% |
| Cherry Tree Wealth Management, LLC | 9.83K | Jun 30, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 9.70K | Jun 30, 26 | +102 | 0.02% |
| New Insight Wealth Advisors | 9.65K | Jun 30, 26 | +896 | 0.02% |
| BANK OF MONTREAL /CAN/ | 9.56K | Jun 30, 26 | -163 | 0.02% |
| SNS Financial Group, LLC | 9.45K | Jun 30, 26 | +9.45K | 0.02% |
| VestGen Advisors, LLC | 9.10K | Jun 30, 26 | -- | 0.02% |
| PERSPECTIVE WEALTH ADVISORS LLC | 9.07K | Jun 30, 26 | +9.07K | 0.02% |
| J.W. COLE ADVISORS, INC. | 8.82K | Jun 30, 26 | +202 | 0.02% |
| PACIFIC SUN FINANCIAL CORP | 8.82K | Jun 30, 26 | -100 | 0.02% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 8.69K | Jun 30, 26 | -165 | 0.02% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.64K | Jun 30, 26 | +8.64K | 0.02% |
| Dynamic Advisor Solutions LLC | 8.61K | Jun 30, 26 | -169 | 0.02% |
| Atria Investments, Inc | 8.60K | Jun 30, 26 | -2.71K | 0.02% |
| Wealthspire Advisors, LLC | 8.59K | Jun 30, 26 | +2.25K | 0.02% |
| Verdence Capital Advisors LLC | 8.59K | Jun 30, 26 | -31 | 0.02% |
| Axis Wealth Partners, LLC | 8.53K | Jun 30, 26 | +2.17K | 0.02% |
| Sterling Investment Counsel, LLC | 8.43K | Jun 30, 26 | -- | 0.02% |
| PFG Investments, LLC | 8.38K | Jun 30, 26 | +6 | 0.02% |
| MAI Capital Management | 8.36K | Jun 30, 26 | -133 | 0.02% |
| Pinnacle Financial Group, LLC / IL | 8.26K | Jun 30, 26 | -- | 0.02% |
| VICUS CAPITAL | 8.05K | Jun 30, 26 | -350 | 0.01% |
| PLIMOTH TRUST CO LLC | 7.98K | Jun 30, 26 | -- | 0.01% |
| MOLLER FINANCIAL SERVICES | 7.94K | Jun 30, 26 | -166 | 0.01% |
| Wick Capital Partners, LLC | 7.89K | Jun 30, 26 | -- | 0.01% |
| Berger Financial Group, Inc | 7.87K | Jun 30, 26 | -- | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 7.66K | Jun 30, 26 | -- | 0.01% |
| PARK AVENUE SECURITIES LLC | 7.58K | Jun 30, 26 | -68 | 0.01% |
| Trilogy Capital Inc. | 7.50K | Jun 30, 26 | +20 | 0.01% |
| Global Retirement Partners, LLC | 7.43K | Jun 30, 26 | +7.43K | 0.01% |
| Invesco Ltd. | 7.40K | Jun 30, 26 | -317 | 0.01% |
| Dakota Wealth Management | 7.39K | Jun 30, 26 | -1.26K | 0.01% |
| Blue Rock Wealth Management LLC | 7.26K | Jun 30, 26 | -1.70K | 0.01% |
| Pinnacle Wealth Management Advisory Group, LLC | 7.24K | Jun 30, 26 | -- | 0.01% |
| INVENIO WEALTH PARTNERS LLC | 7.23K | Jun 30, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 7.13K | Jun 30, 26 | +30 | 0.01% |
| MIDLAND WEALTH ADVISORS LLC | 7.10K | Jun 30, 26 | -- | 0.01% |
| Bison Wealth, LLC | 7.09K | Jun 30, 26 | +82 | 0.01% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7.00K | Jun 30, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 6.79K | Jun 30, 26 | +6.79K | 0.01% |
| Summit Financial, LLC | 6.77K | Jun 30, 26 | +600 | 0.01% |
| Signal Advisors Wealth, LLC | 6.63K | Jun 30, 26 | +1.01K | 0.01% |
| CAPE ANN SAVINGS BANK | 6.60K | Jun 30, 26 | -125 | 0.01% |
| Rockingstone Advisors LLC | 6.57K | Jun 30, 26 | -- | 0.01% |
| Causey Wealth LLC | 6.56K | Jun 30, 26 | +1 | 0.01% |
| Argyle Capital Partners, LLC | 6.49K | Jun 30, 26 | +6.49K | 0.01% |
| CIBC Bancorp USA Inc. | 6.49K | Jun 30, 26 | -- | 0.01% |
| MCF Advisors LLC | 6.41K | Jun 30, 26 | -21 | 0.01% |
| Wrenne Financial Planning LLC | 6.35K | Jun 30, 26 | -- | 0.01% |
| Fiduciary Group LLC | 6.24K | Jun 30, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 6.18K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 6.16K | Jun 30, 26 | +740 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 6.16K | Jun 30, 26 | -- | 0.01% |
| SOUTHERN MICHIGAN BANK & TRUST | 6.15K | Jun 30, 26 | +14 | 0.01% |
| Hilltop Partners LLC | 6.02K | Jun 30, 26 | -- | 0.01% |
| Lido Advisors, LLC | 5.91K | Jun 30, 26 | -103 | 0.01% |
| Accredited Investors Inc. | 5.91K | Jun 30, 26 | -- | 0.01% |
| RFG Advisory, LLC | 5.86K | Jun 30, 26 | +5.86K | 0.01% |
| Aviance Capital Partners, LLC | 5.76K | Jun 30, 26 | +8 | 0.01% |
| Allworth Financial LP | 5.69K | Jun 30, 26 | +1.09K | 0.01% |
| National Philanthropic Trust | 5.67K | Jun 30, 26 | -- | 0.01% |
| Sun Financial Inc | 5.61K | Jun 30, 26 | -297 | 0.01% |
| Capstone Triton Financial Group, LLC | 5.56K | Jun 30, 26 | -5.50K | 0.01% |
| Caldwell Trust Co | 5.48K | Jun 30, 26 | -- | 0.01% |
| BENJAMIN EDWARDS INC | 5.36K | Jun 30, 26 | +5.36K | 0.01% |
| Geneos Wealth Management Inc. | 5.35K | Jun 30, 26 | -100 | 0.01% |
| Panoramic Capital Partners, LLC | 5.35K | Jun 30, 26 | +5.35K | 0.01% |
| Revolve Wealth Partners, LLC | 5.30K | Jun 30, 26 | +5.30K | 0.01% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.27K | Jun 30, 26 | +5.27K | 0.01% |
| Ritter Daniher Financial Advisory LLC / DE | 5.22K | Jun 30, 26 | +32 | 0.01% |
| TCI Wealth Advisors, Inc. | 5.11K | Jun 30, 26 | +5.11K | 0.01% |
| HighPoint Advisor Group LLC | 5.09K | Jun 30, 26 | +5.09K | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 5.05K | Jun 30, 26 | -- | 0.01% |
| FIRST TRUST ADVISORS LP | 5.01K | Jun 30, 26 | +5.01K | 0.01% |
| AE Wealth Management LLC | 5.01K | Jun 30, 26 | +1.42K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.00K | Jun 30, 26 | +2.44K | 0.01% |
| Capital Investment Advisory Services, LLC | 5.00K | Jun 30, 26 | +2.63K | 0.01% |
| Western Wealth Management, LLC | 4.98K | Jun 30, 26 | -131 | 0.01% |
| San Luis Wealth Advisors LLC | 4.94K | Jun 30, 26 | +4.94K | 0.01% |
| River Street Advisors LLC | 4.73K | Jun 30, 26 | +4.73K | 0.01% |
| Continuum Advisory, LLC | 4.03K | Jun 30, 26 | +4.03K | 0.01% |
| Institute for Wealth Management, LLC. | 3.68K | Jun 30, 26 | +3.68K | 0.01% |
| Ameritas Advisory Services, LLC | 3.67K | Jun 30, 26 | -6.49K | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.46K | Jun 30, 26 | -91 | 0.01% |
| Moisand Fitzgerald Tamayo, LLC | 3.25K | Jun 30, 26 | -- | 0.01% |
| CHILTON CAPITAL MANAGEMENT LLC | 3.22K | Jun 30, 26 | +3.22K | 0.01% |
| Colonial Trust Co / SC | 3.16K | Jun 30, 26 | -- | 0.01% |
| IMA Wealth, Inc. | 3.01K | Jun 30, 26 | +3.01K | 0.01% |
| Atlantic Union Bankshares Corp | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| Viewpoint Capital Management LLC | 2.86K | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 2.58K | Jun 30, 26 | -50 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 2.06K | Jun 30, 26 | +13 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2.01K | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 1.78K | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 1.71K | Jun 30, 26 | +637 | 0.00% |
| GGM Financials LLC | 1.66K | Jun 30, 26 | +1.66K | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 1.58K | Jun 30, 26 | +1.58K | 0.00% |
| Main Street Group, LTD | 1.55K | Jun 30, 26 | +10 | 0.00% |
| WEBSTER BANK, N. A. | 1.38K | Jun 30, 26 | -- | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 1.28K | Jun 30, 26 | -- | 0.00% |
| Aspect Partners, LLC | 1.26K | Jun 30, 26 | +8 | 0.00% |
| Medallion Wealth Advisors, LLC | 1.25K | Jun 30, 26 | +25 | 0.00% |
| VESTOR CAPITAL, LLC | 1.22K | Jun 30, 26 | -74.10K | 0.00% |
| Align Financial, LLC | 1.17K | Jun 30, 26 | +3 | 0.00% |
| SBI Securities Co., Ltd. | 1.14K | Jun 30, 26 | -95 | 0.00% |
| PlanVest Financial, Inc | 1.11K | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.09K | Jun 30, 26 | -- | 0.00% |
| Asset Planning,Inc | 1.05K | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 1.03K | Jun 30, 26 | -- | 0.00% |
| Kennebec Savings Bank | 1.03K | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Rossby Financial, LCC | 997 | Jun 30, 26 | -477 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 865 | Jun 30, 26 | -135 | 0.00% |
| Russell Investments Group, Ltd. | 850 | Jun 30, 26 | +368 | 0.00% |
| Regatta Research & Money Management | 827 | Jun 30, 26 | +827 | 0.00% |
| Holos Integrated Wealth LLC | 810 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 735 | Jun 30, 26 | -- | 0.00% |
| SFAM, LLC | 701 | Jun 30, 26 | -233 | 0.00% |
| United Community Bank | 662 | Jun 30, 26 | -- | 0.00% |
| Fairman Group, LLC | 648 | Jun 30, 26 | -870 | 0.00% |
| VANGUARD ADVISERS INC | 630 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 586 | Jun 30, 26 | +586 | 0.00% |
| Larson Financial Group LLC | 578 | Jun 30, 26 | +4 | 0.00% |
| Asset Dedication, LLC | 561 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 552 | Jun 30, 26 | +4 | 0.00% |
| Spire Wealth Management | 500 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 490 | Jun 30, 26 | +490 | 0.00% |
| BESSEMER GROUP INC | 468 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 460 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 358 | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 329 | Jun 30, 26 | -- | 0.00% |
| Bank of New Hampshire | 290 | Jun 30, 26 | -700 | 0.00% |
| DecisionPoint Financial, LLC | 271 | Jun 30, 26 | +271 | 0.00% |
| Cornerstone Planning Group LLC | 268 | Jun 30, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 258 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 235 | Jun 30, 26 | -- | 0.00% |
| Eukles Asset Management | 234 | Jun 30, 26 | -- | 0.00% |
| Strive Financial Group ,LLC | 232 | Jun 30, 26 | +12 | 0.00% |
| GLENMEDE TRUST CO NA | 210 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| SOUTH PLAINS FINANCIAL, INC. | 195 | Jun 30, 26 | -144 | 0.00% |
| Capital Advisors, Ltd. LLC | 186 | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 168 | Jun 30, 26 | +168 | 0.00% |
| Dunhill Financial, LLC | 158 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 154 | Jun 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 145 | Jun 30, 26 | -- | 0.00% |
| Nalls Sherbakoff Group, LLC | 134 | Jun 30, 26 | -- | 0.00% |
| REAP Financial Group, LLC | 103 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 90 | Jun 30, 26 | +90 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 50 | Jun 30, 26 | -84 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Kozak & Associates, Inc. | 41 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 34 | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 31 | Jun 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 20 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 14 | Jun 30, 26 | +1 | 0.00% |
| VANCE WEALTH, INC. | -- | Jun 30, 26 | -7.73K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -7.70K | -- |
| MONETA GROUP INVESTMENT ADVISORS LLC | -- | Jun 30, 26 | -35.08K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -481 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -953 | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -354 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -510 | -- |
| Founders Financial Alliance, LLC | -- | Jun 30, 26 | -11.15K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Jun 30, 26 | -254 | -- |
| Quest 10 Wealth Builders, Inc. | -- | Jun 30, 26 | -88 | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -107 | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -10.07K | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -15.05K | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -975 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -28.10K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.18K | -- |
| Evanson Asset Management, LLC | 90.55K | Mar 31, 26 | -7.49K | 0.17% |
| Sunbelt Securities, Inc. | 15.78K | Mar 31, 26 | +1.15K | 0.03% |
| CWM, LLC | 12.06K | Mar 31, 26 | -1.54K | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 8.94K | Mar 31, 26 | -751 | 0.02% |
| COMERICA BANK | 19.41K | Dec 31, 25 | -2.60K | 0.04% |
| CIBC Private Wealth Group, LLC | 6.49K | Dec 31, 25 | -- | 0.01% |
| ORG Partners LLC | 1.48K | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | 93 | Dec 31, 25 | -3.90K | 0.00% |
| REDMONT WEALTH ADVISORS LLC | 17 | Dec 31, 25 | -- | 0.00% |
| Bristlecone Advisors, LLC | 6.28K | Sep 30, 25 | -12.85K | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 5.67K | Sep 30, 25 | -- | 0.01% |
| Hemington Wealth Management | 250 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | 210 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 100.17K | Jun 30, 25 | -7.50K | 0.19% |
| TFG Advisers LLC | 44.93K | Jun 30, 25 | -1.25K | 0.08% |
| Better Money Decisions, LLC | 9.65K | Jun 30, 25 | +68 | 0.02% |
| HICKORY ASSET MANAGEMENT, INC. | 6.75K | Jun 30, 25 | -26 | 0.01% |
| Christopher J. Hasenberg, Inc | 58 | Jun 30, 25 | +58 | 0.00% |
| Semmax Financial Advisors Inc. | 2 | Jun 30, 25 | -- | 0.00% |
| Iron Horse Wealth Management, LLC | -- | Jun 30, 25 | -11 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -20.27K | -- |
| Orion Portfolio Solutions, LLC | 35.48K | Mar 31, 25 | -5.73K | 0.07% |
| Schechter Investment Advisors, LLC | 13.07K | Mar 31, 25 | -- | 0.02% |
| NAPATREE CAPITAL LLC | 6.69K | Mar 31, 25 | -190 | 0.01% |
| Monterey Private Wealth, Inc. | -- | Mar 31, 25 | -5.85K | -- |
| Private Portfolio Partners LLC | 196.42K | Dec 31, 24 | -448 | 0.37% |
| Kades & Cheifetz LLC | 158.73K | Dec 31, 24 | +49.23K | 0.30% |
| Buckingham Capital Management, Inc. | 83.50K | Dec 31, 24 | -3.54K | 0.16% |
| Kiely Wealth Advisory Group, Inc. | 7.01K | Dec 31, 24 | +2.54K | 0.01% |
| Gray Wealth Management Inc. | 6.80K | Dec 31, 24 | -- | 0.01% |
| AlphaMark Advisors, LLC | 3.79K | Dec 31, 24 | +2.69K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -4.86K | -- |
| WINTRUST INVESTMENTS LLC | -- | Dec 31, 24 | -937 | -- |
| Raymond James Financial Services Advisors, Inc. | 493.44K | Sep 30, 24 | +45.90K | 0.92% |
| RAYMOND JAMES & ASSOCIATES | 444.82K | Sep 30, 24 | +104.78K | 0.83% |
| Financial Planning & Information Services, Inc. | 41.25K | Sep 30, 24 | -10.80K | 0.08% |
| GYL FINANCIAL SYNERGIES, LLC | 29.84K | Sep 30, 24 | +731 | 0.06% |
| FinTrust Capital Advisors, LLC | 13.14K | Sep 30, 24 | -189 | 0.02% |
| Diversified, LLC | 10.66K | Sep 30, 24 | -215 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 5.90K | Sep 30, 24 | -1.25K | 0.01% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 18.17K | Jun 30, 24 | +62 | 0.03% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.57K | Jun 30, 24 | -510 | 0.00% |
| Private Ocean, LLC | 1.63K | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 823 | Jun 30, 24 | -1.88K | 0.00% |
| Cetera Advisors LLC | 120.45K | Mar 31, 24 | +70.46K | 0.22% |
| Cetera Advisor Networks LLC | 111.18K | Mar 31, 24 | +487 | 0.21% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20.88K | Mar 31, 24 | -127 | 0.04% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 284.44K | Dec 31, 23 | -3.31K | 0.53% |
| DB Wealth Management Group, LLC | 80.97K | Dec 31, 23 | -9.37K | 0.15% |
| Baystate Wealth Management LLC | 24.81K | Dec 31, 23 | -1.23K | 0.05% |
| StrategIQ Financial Group, LLC | 15.01K | Dec 31, 23 | -- | 0.03% |
| FOCUS FINANCIAL NETWORK INC /ADV | 13.18K | Dec 31, 23 | +13.18K | 0.02% |
| PROVENCE WEALTH MANAGEMENT GROUP | 1.80K | Dec 31, 23 | -- | 0.00% |
| Bartlett & Co. LLC | 44 | Dec 31, 23 | -- | 0.00% |
| WADE G W & INC | -- | Dec 31, 23 | -7.33K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 59.92K | Sep 30, 23 | -3.04K | 0.11% |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | -- | Sep 30, 23 | -3.20K | -- |
| Ten Capital Wealth Advisors, LLC | 63.15K | Jun 30, 23 | -10.81K | 0.12% |
| Intercontinental Wealth Advisors, LLC | 58.05K | Jun 30, 23 | +3 | 0.11% |
| Endurance Wealth Management, Inc. | 2.40K | Jun 30, 23 | -- | 0.00% |
| First National Bank of South Miami | 2.28K | Jun 30, 23 | -662 | 0.00% |
| BDO Wealth Advisors, LLC | 1.40K | Jun 30, 23 | -- | 0.00% |
| Parsec Financial Management, Inc. | 58.10K | Mar 31, 23 | -180 | 0.11% |
| Ahrens Investment Partners LLC | 600 | Mar 31, 23 | +600 | 0.00% |
| Bickling Financial Services, Inc. | 18.28K | Dec 31, 22 | -70 | 0.03% |
| F3Logic, LLC | 15.65K | Dec 31, 22 | +151 | 0.03% |
| Gallagher Benefit Services, Inc. | 15.65K | Dec 31, 22 | +15.65K | 0.03% |
| Capital Directions Investment Advisors, LLC | 2.80K | Dec 31, 22 | +2.80K | 0.01% |
| Red Cedar Capital, LLC | 144 | Dec 31, 22 | -- | 0.00% |
| Brightworth | 234.60K | Sep 30, 22 | +5.94K | 0.44% |
| American Portfolios Advisors | 23.70K | Sep 30, 22 | +1.36K | 0.04% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.34K | Sep 30, 22 | -32.09K | 0.03% |
| SIENA CAPITAL LLC | 7.23K | Sep 30, 22 | +1 | 0.01% |
| Covington Capital Management | 2.00K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 560 | Sep 30, 22 | +560 | 0.00% |
| KARLINSKI ANDREW C | 270 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -166 | -- |
| HC FINANCIAL ADVISORS INC | 93.51K | Jun 30, 22 | +11.40K | 0.17% |
| Fieldpoint Private Securities, LLC | 59.35K | Jun 30, 22 | +58.85K | 0.11% |
| KerberRose Wealth Management, LLC | 24.56K | Jun 30, 22 | +24.56K | 0.05% |
| Titus Wealth Management | 11.79K | Jun 30, 22 | -2.42K | 0.02% |
| Cordasco Financial Network | 40 | Jun 30, 22 | +40 | 0.00% |
| Lake Point Wealth Management | 9 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -633 | -- |
| PALLADIUM PARTNERS LLC | 105.75K | Mar 31, 22 | -3.92K | 0.20% |
| Freedman Financial Associates, Inc. | 37.00K | Mar 31, 22 | +15 | 0.07% |
| Meristem Family Wealth, LLC | 12.69K | Mar 31, 22 | -- | 0.02% |
| Adams Chetwood Wealth Management LLC | 12.68K | Mar 31, 22 | +10 | 0.02% |
| Nauset Wealth Management. LLC | 2.31K | Mar 31, 22 | +2.31K | 0.00% |
| Pineno Levin & Ford Asset Management, Inc. | 15.86K | Dec 31, 21 | -- | 0.03% |
| NEXT Financial Group, Inc | 7.43K | Dec 31, 21 | -124 | 0.01% |
| Carroll Financial Associates, Inc. | 176 | Dec 31, 21 | +1 | 0.00% |
| Cardan Capital Partners, LLC | 58.81K | Sep 30, 21 | -3.84K | 0.11% |
| Harborview Advisors, LLC | 21.66K | Sep 30, 21 | +956 | 0.04% |
| Sonora Investment Management, LLC | 1.39K | Sep 30, 21 | -- | 0.00% |
| BBVA USA | 106 | Sep 30, 21 | -- | 0.00% |
| Novak Financial Planning, LLC | 8.36K | Jun 30, 21 | -2.52K | 0.02% |
| TCF National Bank | 43.18K | Mar 31, 21 | +1.12K | 0.08% |
| SVA Wealth Management, LLC | 88.41K | Dec 31, 20 | -8.30K | 0.16% |
| Winslow, Evans & Crocker, Inc. | 1.90K | Dec 31, 20 | +300 | 0.00% |
| Capstone Financial Group, Inc. | 56.88K | Sep 30, 20 | -5.21K | 0.11% |
| First Allied Advisory Services, Inc. | 27.89K | Sep 30, 20 | +1.62K | 0.05% |
| NORTHSTAR WEALTH PARTNERS LLC | 16.91K | Sep 30, 20 | +16.91K | 0.03% |
| LifePlan Financial Group, Inc | 959 | Sep 30, 20 | +43 | 0.00% |
| Watson Rebecca | -- | Sep 30, 20 | -91 | -- |
| Starfire Investment Advisers, Inc. | 200.39K | Jun 30, 20 | -19.37K | 0.37% |
| Private Vista, LLC | 20.33K | Jun 30, 20 | -60.09K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 200.25K | Dec 31, 19 | +34.28K | 0.37% |
| Advisor Group, Inc. | 131.80K | Dec 31, 19 | -6.27K | 0.25% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 51.30K | Dec 31, 19 | +51.30K | 0.10% |
| Beacon Pointe Wealth Advisors, LLC | 37.19K | Dec 31, 19 | -7.11K | 0.07% |
| Whitnell & Co. | 724 | Dec 31, 19 | +105 | 0.00% |
| Guidant Wealth Advisors | 27.79K | Sep 30, 19 | -1.29K | 0.05% |
| BB&T SECURITIES, LLC | 11.52K | Sep 30, 19 | -4.65K | 0.02% |
| MADRONA FUNDS, LLC | 9.06K | Sep 30, 19 | +9.06K | 0.02% |
| COBIZ WEALTH, LLC | 237.33K | Jun 30, 19 | -8.13K | 0.44% |
| CHEMICAL BANK | 37.86K | Jun 30, 19 | +7.18K | 0.07% |
| Planning Solutions Group LLC | 25.94K | Jun 30, 19 | -178 | 0.05% |
| HL FINANCIAL SERVICES LLC | 56.13K | Mar 31, 19 | +5.00K | 0.10% |
| Live Your Vision, LLC | 43.66K | Mar 31, 19 | +2.81K | 0.08% |
| RELIANCE TRUST CO OF DELAWARE | 12.41K | Mar 31, 19 | +901 | 0.02% |
| AVIANCE CAPITAL MANAGEMENT, LLC | -- | Mar 31, 19 | -177 | -- |
| Cranberry Lake Advisors LLC | 341.26K | Sep 30, 18 | -- | 0.63% |
| HC Financial Advisors, Inc. | 93.90K | Sep 30, 18 | +8.72K | 0.17% |
| RAND WEALTH, LLC | 60.84K | Sep 30, 18 | -1.66K | 0.11% |
| WealthShield, LLC | 1.84K | Dec 31, 17 | +1.84K | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 843 | Dec 31, 17 | +562 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -28.00K | -- |
| Jacobus Wealth Management, Inc. | 107.35K | Sep 30, 17 | +4.89K | 0.20% |
| RAY GERALD L & ASSOCIATES LTD | 11.47K | Sep 30, 17 | -154 | 0.02% |
| DAVIDSON & GARRARD INC | 5.04K | Sep 30, 17 | +225 | 0.01% |
| GIRARD SECURITIES, INC. | 2.76K | Sep 30, 17 | -2.72K | 0.01% |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -5.33K | -- |
| Commonwealth Equity Services, Inc | 267.02K | Jun 30, 17 | -16.99K | 0.50% |
| 1st Global Advisors, Inc. | 6.93K | Jun 30, 17 | -46 | 0.01% |
| Virtu KCG Holdings LLC | 4.01K | Jun 30, 17 | -2.66K | 0.01% |
| WFG Advisors, LP | 302 | Jun 30, 17 | -50 | 0.00% |
| MSI Financial Services Inc | 18.68K | Dec 31, 16 | +142 | 0.03% |
| Stanford Investment Group, Inc. | 1.00K | Dec 31, 16 | -- | 0.00% |
| HIGH POINT BANK & TRUST CO | 698 | Dec 31, 16 | +698 | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -322 | -- |
| Investors Capital Advisory Services | 13.97K | Jun 30, 16 | +461 | 0.03% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -18.71K | -- |
| Gupta Wealth Management LLC | 86.45K | Mar 31, 16 | -3.82K | 0.16% |
| Carnick & Kubik, LLC | 5.96K | Mar 31, 16 | -- | 0.01% |
| Valentine Capital Asset Management, Inc. | 18.95K | Dec 31, 15 | -3.65K | 0.04% |
| MANAGED ACCOUNT ADVISORS LLC | 14.34K | Jun 30, 15 | +572 | 0.03% |
| BAIRD ROBERT W & CO INC /WI/ | 17.51K | Mar 31, 15 | +1.59K | 0.03% |
| FIDUCIARY SERVICES CORP/GA | 6.36K | Mar 31, 15 | -229 | 0.01% |
| Placemark Investments, Inc. | 127.45K | Dec 31, 14 | +32.15K | 0.24% |
| UBS AG | 462.43K | Sep 30, 14 | -23.44K | 0.86% |
| TOWER TRUST Co | 10.73K | Mar 31, 14 | -6.68K | 0.02% |
| STIFEL NICOLAUS & CO INC \MO\ | 17.53K | Sep 30, 13 | +3.03K | 0.03% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -6.78K | -- |
| First Allied Securities, Inc. | 158 | Jun 30, 12 | +100 | 0.00% |
| NOLLENBERGER CAPITAL PARTNERS INC | 900 | Dec 31, 10 | -- | 0.00% |