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Institutional Ownership

Top 879 Institutional Holders
HolderSharesDateChange% Held
Great Waters Wealth Management5.35MSep 30, 26+294.43K1.64%
Apella Capital, LLC1.61MSep 30, 26+10.91K0.50%
Financial Symmetry Inc1.60MSep 30, 26-5.09K0.49%
Shearwater Capital LLC892.78KSep 30, 26-27.99K0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC770.25KSep 30, 26+192.56K0.24%
Conrad Siegel Investment Advisors, Inc.712.63KSep 30, 26-8.03K0.22%
Graves Light Lenhart Wealth, Inc.623.58KSep 30, 26+49.26K0.19%
Farther Finance Advisors, LLC523.71KSep 30, 26+26.46K0.16%
Prosperity Planning, Inc.454.81KSep 30, 26-17.49K0.14%
Keystone Financial Group, Inc.348.42KSep 30, 26+78.84K0.11%
FIRST NATIONAL BANK SIOUX FALLS307.68KSep 30, 26-7970.09%
LS Investment Advisors, LLC274.36KSep 30, 26+1.98K0.08%
SAX WEALTH ADVISORS, LLC248.24KSep 30, 26-42.22K0.08%
Cambridge Financial Group, LLC243.90KSep 30, 26+370.07%
LAWOOD & CO219.43KSep 30, 26+14.22K0.07%
GEM Asset Management, LLC165.74KSep 30, 26+4.90K0.05%
MLG Wealth Management DBA Pine Grove Financial Group159.68KSep 30, 26-4.57K0.05%
FORVIS Wealth Advisors, LLC136.46KSep 30, 26-31.97K0.04%
DWR WEALTH MANAGEMENT, LLC122.12KSep 30, 26--0.04%
Versant Capital Management, Inc118.54KSep 30, 26+5920.04%
CLUNE & ASSOCIATES, LTD.113.55KSep 30, 26+800.03%
Merited Wealth, LLC86.74KSep 30, 26-3.19K0.03%
Outbound Financial Inc72.24KSep 30, 26+4.64K0.02%
Sprinkle Financial Consultants LLC53.02KSep 30, 26+3.73K0.02%
Vannoy Advisory Group, Inc.50.04KSep 30, 26-9280.02%
Krilogy Financial LLC49.59KSep 30, 26+3.59K0.02%
FIDUCIARY FINANCIAL GROUP, LLC47.71KSep 30, 26+1180.01%
Spinnaker Investment Group, LLC41.45KSep 30, 26-2.25K0.01%
Fiduciary Alliance LLC38.73KSep 30, 26+2360.01%
Canandaigua National Trust Co of Florida33.09KSep 30, 26+33.09K0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC32.05KSep 30, 26-7820.01%
VOISARD ASSET MANAGEMENT GROUP, INC.31.44KSep 30, 26-2.34K0.01%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC25.30KSep 30, 26-12.48K0.01%
Brewster Financial Planning LLC24.54KSep 30, 26--0.01%
HARBOR INVESTMENT ADVISORY, LLC24.20KSep 30, 26+24.20K0.01%
Signal Advisors Wealth, LLC14.74KSep 30, 26-1660.00%
Wedmont Private Capital14.22KSep 30, 26--0.00%
RVW Wealth, LLC13.73KSep 30, 26--0.00%
Vilga Financial Planning LLC13.40KSep 30, 26--0.00%
25 LLC12.90KSep 30, 26--0.00%
Clayton Financial Group LLC10.04KSep 30, 26--0.00%
Sound Income Strategies, LLC8.38KSep 30, 26--0.00%
Avidian Wealth Solutions, LLC7.56KSep 30, 26+210.00%
Legacy Private Trust Co.7.50KSep 30, 26+7.50K0.00%
Cadent Capital Advisors, LLC6.96KSep 30, 26--0.00%
Arbor Wealth Advisors LLC6.95KSep 30, 26-3200.00%
Perennial Advisors, LLC6.93KSep 30, 26--0.00%
RHS Financial, LLC6.89KSep 30, 26--0.00%
Affinity Capital Advisors, LLC6.65KSep 30, 26-1.08K0.00%
Dynamic Advisor Solutions LLC6.46KSep 30, 26-130.00%
Connecticut Wealth Management, LLC6.10KSep 30, 26--0.00%
True Wealth Design, LLC5.87KSep 30, 26--0.00%
SAPIENT CAPITAL LLC5.82KSep 30, 26+5.82K0.00%
ZRC WEALTH MANAGEMENT, LLC5.74KSep 30, 26+270.00%
Venture Visionary Partners LLC5.72KSep 30, 26+5.72K0.00%
Grove Street Fiduciary, LLC5.51KSep 30, 26--0.00%
Investors Research Corp4.91KSep 30, 26--0.00%
CX Institutional1.73KSep 30, 26-1290.00%
Olistico Wealth, LLC1.59KSep 30, 26+150.00%
CoreCap Advisors, LLC917Sep 30, 26--0.00%
Downshift Financial, LLC486Sep 30, 26--0.00%
Go Invest LLC--Sep 30, 26-727--
Wealth Enhancement Trust Services, Inc.--Sep 30, 26-273--
DAVIDSON TRUST CO--Sep 30, 26-5.49K--
Colony Group, LLC10.39MJun 30, 26-8.88K3.20%
ALERUS FINANCIAL NA8.37MJun 30, 26-47.70K2.57%
LPL Financial LLC8.23MJun 30, 26-362.68K2.53%
Geometric Wealth Advisors7.78MJun 30, 26+325.17K2.39%
ENVESTNET ASSET MANAGEMENT INC6.69MJun 30, 26+89.20K2.06%
Allworth Financial LP6.59MJun 30, 26-664.48K2.03%
MONOGRAPH WEALTH ADVISORS, LLC6.49MJun 30, 26+324.18K2.00%
GLENMEDE TRUST CO NA5.22MJun 30, 26+13.82K1.61%
FACTORY MUTUAL INSURANCE CO4.81MJun 30, 26--1.48%
COMMONWEALTH EQUITY SERVICES, LLC4.45MJun 30, 26+126.42K1.37%
Plancorp, LLC3.90MJun 30, 26-38.50K1.20%
ROYAL BANK OF CANADA3.86MJun 30, 26+93.73K1.19%
JFS WEALTH ADVISORS, LLC3.74MJun 30, 26+6.18K1.15%
Triune Financial Partners, LLC3.69MJun 30, 26+62.74K1.14%
Buckingham Strategic Partners3.49MJun 30, 26-238.88K1.07%
FIFTH THIRD BANCORP3.30MJun 30, 26-217.54K1.01%
BANK OF AMERICA CORP /DE/3.21MJun 30, 26+754.55K0.99%
ASSETMARK, INC2.81MJun 30, 26-60.89K0.87%
D.A. DAVIDSON & CO.2.79MJun 30, 26+7.24K0.86%
UBS Group AG2.70MJun 30, 26+185.12K0.83%
RAYMOND JAMES FINANCIAL INC2.63MJun 30, 26+129.91K0.81%
Morton Capital Management LLC/CA2.47MJun 30, 26+73.61K0.76%
Pathstone Holdings, LLC2.46MJun 30, 26-78.53K0.76%
Creative Capital Management Investments LLC2.43MJun 30, 26+283.79K0.75%
New Capital Management LP2.41MJun 30, 26+22.42K0.74%
Planning Center, Inc.2.39MJun 30, 26-42.57K0.74%
Core Wealth Management, Inc.2.31MJun 30, 26-80.87K0.71%
GeoWealth Management, LLC2.31MJun 30, 26-78.61K0.71%
Evanson Financial, LLC2.27MJun 30, 26+2.27M0.70%
CAPTRUST FINANCIAL ADVISORS2.23MJun 30, 26-720.23K0.69%
JANE STREET GROUP, LLC2.21MJun 30, 26+1.77M0.68%
Tumwater Wealth Management, LLC2.16MJun 30, 26+10.70K0.66%
Confluence Wealth Services, Inc.2.07MJun 30, 26+306.40K0.64%
Capstone Financial Advisors, Inc.2.04MJun 30, 26-22.27K0.63%
Glassman Wealth Services2.01MJun 30, 26+9.81K0.62%
Cardinal Point Capital Management, ULC1.96MJun 30, 26+14.72K0.60%
BAKER BOYER NATIONAL BANK1.95MJun 30, 26+187.47K0.60%
Greenspring Advisors, LLC1.89MJun 30, 26-249.31K0.58%
BetterWealth, LLC1.81MJun 30, 26-13.59K0.56%
LRI Investments, LLC1.78MJun 30, 26+209.71K0.55%
MARS JEWETT FINANCIAL GROUP, INC.1.63MJun 30, 26+36.43K0.50%
Trellis Wealth Advisors LLC1.60MJun 30, 26-24.85K0.49%
JPMORGAN CHASE & CO1.59MJun 30, 26+83.50K0.49%
Asset Dedication, LLC1.57MJun 30, 26-125.46K0.48%
HFM Investment Advisors, LLC1.53MJun 30, 26-30.32K0.47%
Strathmore Capital Advisors, Inc.1.49MJun 30, 26+90.63K0.46%
Altiora Financial Group, LLC1.47MJun 30, 26+21.83K0.45%
MASTER'S WEALTH MANAGEMENT INC.1.42MJun 30, 26+29.22K0.44%
JACKSON THORNTON ASSET MANAGEMENT, LLC1.41MJun 30, 26-12.28K0.43%
N.E.W. Advisory Services LLC1.40MJun 30, 26+75.64K0.43%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1.36MJun 30, 26-54.44K0.42%
Johnson Wealth Management, LLC1.35MJun 30, 26+20.28K0.41%
Savant Capital, LLC1.33MJun 30, 26+518.70K0.41%
DEMMING FINANCIAL SERVICES CORP /ADV1.32MJun 30, 26+29.41K0.40%
Warburton Capital Management, LLC1.30MJun 30, 26+61.01K0.40%
ShankerValleau Wealth Advisors, Inc.1.28MJun 30, 26-1.41K0.39%
Babb Wealth Advisors LLC1.24MJun 30, 26+34.37K0.38%
MERCER GLOBAL ADVISORS INC /ADV1.22MJun 30, 26+91.46K0.37%
Financial Engines Advisors L.L.C.1.21MJun 30, 26-10.19K0.37%
Onyx Financial Advisors, LLC1.18MJun 30, 26+23.91K0.36%
HighTower Advisors, LLC1.18MJun 30, 26+33.79K0.36%
Cetera Investment Advisers1.15MJun 30, 26+297.73K0.35%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1.12MJun 30, 26-63.98K0.34%
VANCE WEALTH, INC.1.11MJun 30, 26+7960.34%
CARDIFF PARK ADVISORS, LLC1.11MJun 30, 26-10.69K0.34%
CAHILL FINANCIAL ADVISORS INC1.07MJun 30, 26+48.59K0.33%
Forum Financial Management, LP1.05MJun 30, 26-6.38K0.32%
Old Peak Finance LLC948.54KJun 30, 26+236.24K0.29%
Cambridge Investment Research Advisors, Inc.933.04KJun 30, 26+56.67K0.29%
Shearwater Capital LLC920.77KJun 30, 26+17.12K0.28%
Resources Investment Advisors, LLC.891.12KJun 30, 26+2.78K0.27%
ACCREDITED INVESTOR SERVICES, LLC880.27KJun 30, 26+14.01K0.27%
Meridian Wealth Partners, LLC844.65KJun 30, 26-7.82K0.26%
BRIGHTON JONES LLC840.32KJun 30, 26+231.87K0.26%
BIP Wealth, LLC837.36KJun 30, 26+787.71K0.26%
TCI Wealth Advisors, Inc.800.34KJun 30, 26-39.12K0.25%
Destiny Wealth Partners, LLC793.73KJun 30, 26-17.35K0.24%
Mariner, LLC782.84KJun 30, 26+128.19K0.24%
RFG Advisory, LLC782.44KJun 30, 26-18.15K0.24%
Private Advisor Group, LLC771.68KJun 30, 26-381.37K0.24%
HB Wealth Management, LLC770.82KJun 30, 26+721.75K0.24%
Wolfstich Capital, LLC764.42KJun 30, 26+23.91K0.24%
Aspen Private Advisors, LLC764.32KJun 30, 26+764.32K0.24%
Momentous Wealth Management, Inc.748.42KJun 30, 26+20.13K0.23%
ASPIRIANT, LLC727.70KJun 30, 26--0.22%
Financial Plan, Inc.718.31KJun 30, 26-13.01K0.22%
Kestra Advisory Services, LLC716.83KJun 30, 26+1.60K0.22%
CHERRYDALE WEALTH MANAGEMENT, LLC704.17KJun 30, 26+22.23K0.22%
Glassy Mountain Advisors, Inc.700.49KJun 30, 26-30.13K0.22%
Sensible Money, LLC675.31KJun 30, 26-58.06K0.21%
McCarthy Grittinger Financial Group, LLC670.63KJun 30, 26-4.05K0.21%
LEGACY FINANCIAL GROUP, INC.667.00KJun 30, 26+21.91K0.21%
marrick wealth, LLC664.95KJun 30, 26+11.90K0.20%
Chicago Partners Investment Group LLC631.24KJun 30, 26-11.81K0.19%
IFG Advisory, LLC624.25KJun 30, 26+616.91K0.19%
TRUIST FINANCIAL CORP615.47KJun 30, 26+64.80K0.19%
Beacon Pointe Advisors, LLC603.86KJun 30, 26-9380.19%
Sequoia Financial Advisors, LLC598.38KJun 30, 26-5.11K0.18%
HTG Investment Advisors, Inc.595.79KJun 30, 26-33.60K0.18%
CONQUIS FINANCIAL LLC595.28KJun 30, 26-5.37K0.18%
Tassel Capital Management, Inc.592.18KJun 30, 26+49.00K0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC577.69KJun 30, 26-15.56K0.18%
Symmetry Partners, LLC561.26KJun 30, 26-24.80K0.17%
Live Oak Private Wealth LLC556.76KJun 30, 26+178.93K0.17%
Vested Financial Planning, LLC527.46KJun 30, 26-23.09K0.16%
von Borstel & Associates, Inc.523.41KJun 30, 26+4.76K0.16%
Strategic Investment Solutions, Inc. /IL519.03KJun 30, 26+9.72K0.16%
Silver Oak Advisory Group, Inc.515.32KJun 30, 26+38.55K0.16%
Elser Financial Planning, Inc513.84KJun 30, 26-4.18K0.16%
BlueSky Wealth Advisors, LLC480.55KJun 30, 26-4.19K0.15%
Generations Wealth, LLC478.75KJun 30, 26-127.02K0.15%
EP Wealth Advisors, LLC470.99KJun 30, 26-2.94K0.14%
Ruedi Wealth Management, Inc.465.56KJun 30, 26-5.80K0.14%
FMB WEALTH MANAGEMENT464.63KJun 30, 26-11.96K0.14%
AQR CAPITAL MANAGEMENT LLC463.30KJun 30, 26+99.89K0.14%
ADVISOR GROUP HOLDINGS, INC.460.16KJun 30, 26+54.00K0.14%
Lauterbach Financial Advisors, LLC447.57KJun 30, 26+2170.14%
GRAND WEALTH MANAGEMENT, LLC446.02KJun 30, 26-10.18K0.14%
GREENWOOD CAPITAL ASSOCIATES LLC445.29KJun 30, 26-15.24K0.14%
Equitable Holdings, Inc.438.43KJun 30, 26-3.74K0.13%
Modera Wealth Management, LLC431.15KJun 30, 26-12.46K0.13%
Robertson Stephens Wealth Management, LLC429.59KJun 30, 26-1.58K0.13%
B&D White Capital Company, LLC425.05KJun 30, 26-3240.13%
CLARIS ADVISORS, LLC / MO /423.54KJun 30, 26-3.97K0.13%
Creative Planning389.40KJun 30, 26+7.93K0.12%
JONES FINANCIAL COMPANIES LLLP387.54KJun 30, 26+111.64K0.12%
ARK & TLK INVESTMENTS, LLC384.84KJun 30, 26-4.65K0.12%
Betterment LLC381.07KJun 30, 26+7.51K0.12%
E6 Portfolios, LLC373.24KJun 30, 26+5930.11%
Pure Financial Advisors, LLC372.64KJun 30, 26+6.24K0.11%
Truepoint, Inc.366.26KJun 30, 26-6.57K0.11%
PROSPERITY BANCSHARES INC362.80KJun 30, 26+61.71K0.11%
Trust Co of the South358.45KJun 30, 26-7.26K0.11%
REGIMEN WEALTH, LLC350.09KJun 30, 26+8.50K0.11%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC349.69KJun 30, 26+3.29K0.11%
TRB Wealth Management, LLC334.63KJun 30, 26-1.88K0.10%
Integrated Wealth Concepts LLC333.97KJun 30, 26-4.06K0.10%
CI Private Wealth, LLC322.78KJun 30, 26-284.04K0.10%
Eldridge Investment Advisors, Inc.318.92KJun 30, 26+9.28K0.10%
ERn Financial, LLC318.91KJun 30, 26+1.86K0.10%
Foundations Investment Advisors, LLC316.00KJun 30, 26+9.66K0.10%
Annandale Capital, LLC305.76KJun 30, 26+33.90K0.09%
Hurlow Wealth Management Group, Inc.302.94KJun 30, 26-9880.09%
Tranquilli Financial Advisor LLC298.08KJun 30, 26+13.65K0.09%
Porter White Investment Advisors, Inc.297.63KJun 30, 26-4.89K0.09%
Moisand Fitzgerald Tamayo, LLC291.12KJun 30, 26-2.44K0.09%
SAX WEALTH ADVISORS, LLC290.46KJun 30, 26+37.70K0.09%
LS Investment Advisors, LLC272.38KJun 30, 26+164.06K0.08%
Visionary Wealth Advisors270.81KJun 30, 26+79.62K0.08%
SJS Investment Consulting Inc.260.31KJun 30, 26-10.53K0.08%
American Investment Services, Inc.247.02KJun 30, 26+14.65K0.08%
Cloud Capital Management, LLC243.48KJun 30, 26-7.80K0.07%
TRUE BLUE FINANCIAL, LLC239.12KJun 30, 26-2.47K0.07%
PARK AVENUE SECURITIES LLC235.91KJun 30, 26+12.64K0.07%
Capstone Wealth Management, LLC234.01KJun 30, 26-3650.07%
Henrickson Nauta Wealth Advisors, Inc.231.89KJun 30, 26-4000.07%
SC&H Financial Advisors, Inc.229.43KJun 30, 26+5.22K0.07%
55 North Private Wealth, LLC228.99KJun 30, 26+31.57K0.07%
BAYSHORE ASSET MANAGEMENT, LLC225.47KJun 30, 26+1170.07%
Wealthspire Advisors, LLC221.33KJun 30, 26+13.43K0.07%
Integrated Advisors Network LLC213.72KJun 30, 26+4.04K0.07%
Peirce Capital Management, LLC212.69KJun 30, 26-13.77K0.07%
Cogent Private Wealth, Inc.210.35KJun 30, 26-4.15K0.06%
ENTRUST FINANCIAL LLC208.28KJun 30, 26-2.44K0.06%
MISSION WEALTH MANAGEMENT, LP207.68KJun 30, 26+156.36K0.06%
Delap Wealth Advisory, LLC205.86KJun 30, 26-1.76K0.06%
Aspen Capital Management, LLC201.33KJun 30, 26+8690.06%
Warwick Investment Management, Inc.201.04KJun 30, 26-10.59K0.06%
GOULD ASSET MANAGEMENT LLC /CA/200.58KJun 30, 26+3.31K0.06%
Hassell Wealth Management, LLC200.25KJun 30, 26-1.45K0.06%
Vantage Point Financial LLC198.36KJun 30, 26+210.06%
Canopy Partners, LLC193.36KJun 30, 26+7360.06%
MORGAN STANLEY187.13KJun 30, 26+38.70K0.06%
626 Financial, LLC186.84KJun 30, 26+37.30K0.06%
DiNuzzo Private Wealth, Inc.179.27KJun 30, 26-5.20K0.06%
Concord Wealth Partners178.31KJun 30, 26+1.84K0.05%
CGN Advisors LLC177.94KJun 30, 26+1.30K0.05%
PHILLIPS FINANCIAL MANAGEMENT, LLC175.89KJun 30, 26-3.94K0.05%
Investment Advisory Group, LLC174.93KJun 30, 26-1.16K0.05%
RS CRUM INC.174.68KJun 30, 26-3.15K0.05%
AWM CAPITAL, LLC167.76KJun 30, 26-2.73K0.05%
MLG Wealth Management DBA Pine Grove Financial Group164.25KJun 30, 26-1.65K0.05%
GEM Asset Management, LLC160.84KJun 30, 26+5.66K0.05%
WealthSpring Partners, LLC159.66KJun 30, 26+16.46K0.05%
DOPKINS WEALTH MANAGEMENT, LLC158.19KJun 30, 26-2.69K0.05%
Cornerstone Financial Group, LLC /NE/154.04KJun 30, 26+1.85K0.05%
Smartleaf Asset Management LLC153.09KJun 30, 26--0.05%
Tillman Hartley LLC151.54KJun 30, 26--0.05%
MML INVESTORS SERVICES, LLC150.97KJun 30, 26+24.83K0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO150.92KJun 30, 26+32.22K0.05%
RAM Investment Partners, LLC150.53KJun 30, 26-1.46K0.05%
Quantinno Capital Management LP147.25KJun 30, 26-19.32K0.05%
NewEdge Advisors, LLC147.11KJun 30, 26+10.67K0.05%
Gradient Capital Advisors, LLC147.03KJun 30, 26+3.13K0.05%
First Financial Group Corp146.92KJun 30, 26+3.07K0.05%
Atria Investments, Inc145.88KJun 30, 26+145.88K0.04%
Belleair Asset Management, LLC141.10KJun 30, 26-2.24K0.04%
MATHER GROUP, LLC.140.73KJun 30, 26-38.86K0.04%
RBF Capital, LLC140.00KJun 30, 26--0.04%
Foundry Financial LLC138.16KJun 30, 26+22.89K0.04%
CAPITAL PERFORMANCE ADVISORS LLP137.97KJun 30, 26-2080.04%
Platform Wealth Management, LLC137.89KJun 30, 26+137.89K0.04%
Wealth Architects, LLC137.54KJun 30, 26+3.44K0.04%
Kane Co Wealth Management, Inc.137.04KJun 30, 26-5560.04%
EverSource Wealth Advisors, LLC135.60KJun 30, 26+2960.04%
Cyndeo Wealth Partners, LLC132.74KJun 30, 26+4.43K0.04%
Ballentine Partners, LLC132.39KJun 30, 26--0.04%
McGrath & Associates, Inc.129.97KJun 30, 26+129.97K0.04%
Arkadios Wealth Advisors129.08KJun 30, 26+15.07K0.04%
DWR WEALTH MANAGEMENT, LLC122.12KJun 30, 26-5.28K0.04%
Capstone Wealth Management, Inc.122.05KJun 30, 26-680.04%
XY Planning Network, Inc.120.48KJun 30, 26+6.28K0.04%
Summit Wealth Group, LLC120.18KJun 30, 26-10.47K0.04%
MAGNOLIA CAPITAL ADVISORS LLC119.20KJun 30, 26+6.22K0.04%
SwitchPoint Financial Planning, LLC117.94KJun 30, 26--0.04%
STIFEL FINANCIAL CORP117.67KJun 30, 26+2.68K0.04%
TrustWell Financial Advisors, LLC117.50KJun 30, 26-67.37K0.04%
Family Management Corp116.95KJun 30, 26+57.96K0.04%
CHOREO, LLC115.88KJun 30, 26-1.80K0.04%
Harbor Group, Inc.115.60KJun 30, 26+1.09K0.04%
Cerity Partners LLC114.71KJun 30, 26+11.70K0.04%
WPWealth LLP113.60KJun 30, 26+1.77K0.03%
AXXCESS WEALTH MANAGEMENT, LLC112.30KJun 30, 26+112.30K0.03%
HUTCHINSON CAPITAL MANAGEMENT/CA111.94KJun 30, 26+14.30K0.03%
Heritage Wealth Management, Inc./Texas110.66KJun 30, 26-5.58K0.03%
Cherry Tree Wealth Management, LLC109.69KJun 30, 26-1650.03%
Cannon Financial Strategists, Inc.109.29KJun 30, 26-1.07K0.03%
Evernest Financial Advisors, LLC109.11KJun 30, 26--0.03%
McCartney Wealth Management LLC108.20KJun 30, 26-1.14K0.03%
KEB ASSET MANAGEMENT, LLC108.08KJun 30, 26-2.31K0.03%
Lantern Wealth Advisors, LLC107.63KJun 30, 26-2020.03%
COMMERCE BANK102.56KJun 30, 26+83.90K0.03%
MAI Capital Management101.70KJun 30, 26+32.33K0.03%
Rockwood Wealth Management, LLC101.54KJun 30, 26-5650.03%
RW Investment Management LLC101.50KJun 30, 26-1.71K0.03%
Rather & Kittrell, Inc.100.76KJun 30, 26+9.77K0.03%
FMR LLC100.30KJun 30, 26+12.01K0.03%
Mesirow Financial Investment Management, Inc.99.31KJun 30, 26+8.89K0.03%
KINGSWOOD WEALTH ADVISORS, LLC99.05KJun 30, 26-6.52K0.03%
Arista Wealth Management, LLC98.90KJun 30, 26+3.42K0.03%
Global Retirement Partners, LLC98.26KJun 30, 26+98.26K0.03%
Parkwoods Wealth Partners, LLC96.97KJun 30, 26-2.17K0.03%
Donalies Financial Planning, LLC95.94KJun 30, 26+1510.03%
Accurate Wealth Management, LLC94.61KJun 30, 26+25.25K0.03%
Western Wealth Management, LLC93.98KJun 30, 26-7320.03%
Rehmann Capital Advisory Group92.91KJun 30, 26-1.21K0.03%
C M BIDWELL & ASSOCIATES LTD92.21KJun 30, 26+7770.03%
Perigon Wealth Management, LLC90.54KJun 30, 26+40.07K0.03%
Merited Wealth, LLC89.93KJun 30, 26-1.80K0.03%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC89.30KJun 30, 26-1520.03%
United Wealth Management, LLC89.07KJun 30, 26-2.09K0.03%
LifeSteps Financial, Inc.87.36KJun 30, 26+49.07K0.03%
M Holdings Securities, Inc.86.46KJun 30, 26-382.55K0.03%
CVA Family Office, LLC86.12KJun 30, 26+35.04K0.03%
Savvy Advisors, Inc.84.83KJun 30, 26+3.60K0.03%
NORTHWEST WEALTH MANAGEMENT, LLC84.47KJun 30, 26-8280.03%
Topsail Wealth Management, LLC83.80KJun 30, 26+7440.03%
Sanibel Captiva Trust Company, Inc.82.81KJun 30, 26+67.04K0.03%
Steward Partners Investment Advisory, LLC81.84KJun 30, 26-1.03K0.03%
Ponta Wealth Partners, LLC79.96KJun 30, 26+32.49K0.02%
FLAX POND CAPITAL, LLC79.25KJun 30, 26+10.79K0.02%
BCO Wealth Management LLC78.92KJun 30, 26+30.02%
Squire Investment Management Company, LLC77.22KJun 30, 26-3960.02%
Rockefeller Capital Management L.P.75.74KJun 30, 26-2.19K0.02%
Applied Capital LLC74.07KJun 30, 26-5090.02%
Physician Wealth Advisors, Inc.73.58KJun 30, 26-7540.02%
Retirement Solution Inc.72.39KJun 30, 26-7740.02%
Berger Financial Group, Inc72.36KJun 30, 26+4.78K0.02%
Legacy Capital Wealth Partners, LLC72.23KJun 30, 26+2580.02%
Vistica Wealth Advisors, LLC70.94KJun 30, 26-8270.02%
Quad-Cities Investment Group, LLC70.34KJun 30, 26+1.13K0.02%
COGENT STRATEGIC WEALTH LLC70.02KJun 30, 26-1.83K0.02%
HMV Wealth Advisors, LLC69.29KJun 30, 26-3.79K0.02%
Outbound Financial Inc67.60KJun 30, 26+53.97K0.02%
REGIONS FINANCIAL CORP66.84KJun 30, 26--0.02%
Lansing Street Advisors65.00KJun 30, 26+6730.02%
Capital Group Private Client Services, Inc.64.52KJun 30, 26-990.02%
LAM GROUP, INC.63.13KJun 30, 26--0.02%
AE Wealth Management LLC63.13KJun 30, 26-4650.02%
Alpha Financial Advisors, LLC62.84KJun 30, 26-990.02%
Sterling Wealth Advisors Inc62.59KJun 30, 26+7.81K0.02%
Apollon Financial, LLC62.28KJun 30, 26+1.50K0.02%
Wealth Advisors Northwest LLC61.44KJun 30, 26-2.41K0.02%
SEI INVESTMENTS CO61.24KJun 30, 26+5.20K0.02%
Gotham Asset Management, LLC61.07KJun 30, 26+61.07K0.02%
MELFA WEALTH MANAGEMENT, LLC60.69KJun 30, 26-2.88K0.02%
Liberty Capital Management, Inc.60.46KJun 30, 26+60.46K0.02%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC60.32KJun 30, 26--0.02%
Financial Harvest, LLC59.55KJun 30, 26-790.02%
Astra Wealth Partners LLC58.89KJun 30, 26-1.73K0.02%
IEQ CAPITAL, LLC58.72KJun 30, 26+26.67K0.02%
Merit Financial Group, LLC57.82KJun 30, 26+2.39K0.02%
Opulen Financial Group LLC57.77KJun 30, 26+10.57K0.02%
New Dimensions Wealth Management, LLC57.55KJun 30, 26--0.02%
TANDEMGROWTH FINANCIAL ADVISORS LLC56.92KJun 30, 26-3190.02%
Zhang Financial LLC55.96KJun 30, 26-2030.02%
FIDUCIARY FINANCIAL ADVISORS55.32KJun 30, 26+23.73K0.02%
NORTHERN TRUST CORP54.34KJun 30, 26--0.02%
Total Clarity Wealth Management, Inc.53.37KJun 30, 26+870.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC53.35KJun 30, 26+1.63K0.02%
JDH Wealth Management, LLC53.05KJun 30, 26-2.45K0.02%
Vannoy Advisory Group, Inc.50.97KJun 30, 26-6360.02%
WCG Wealth Advisors LLC50.86KJun 30, 26-2.69K0.02%
Triad Wealth Partners, LLC50.18KJun 30, 26+2.85K0.02%
NATIXIS ADVISORS, L.P.50.11KJun 30, 26+15.03K0.02%
ELEVATE WEALTH ADVISORY, INC49.20KJun 30, 26+840.02%
IFG Advisors, LLC48.90KJun 30, 26-2350.02%
Unconventional Investor, LLC48.89KJun 30, 26--0.02%
CARY STREET PARTNERS FINANCIAL LLC48.87KJun 30, 26-3170.02%
Cypress Point Wealth Management, LLC48.62KJun 30, 26+240.01%
Simplicity Wealth,LLC48.39KJun 30, 26-15.79K0.01%
Brady Martz Wealth Solutions, LLC47.61KJun 30, 26--0.01%
FIDUCIARY FINANCIAL GROUP, LLC47.59KJun 30, 26+1.42K0.01%
DeLarme Wealth Management, Inc.47.06KJun 30, 26-3730.01%
Security Financial Services, INC.46.80KJun 30, 26-1570.01%
POINCIANA ADVISORS GROUP, LLC46.40KJun 30, 26-13.10K0.01%
Krilogy Financial LLC46.00KJun 30, 26+1.81K0.01%
Broadhurst Jeffrey B45.52KJun 30, 26-39.21K0.01%
FIRETHORN WEALTH PARTNERS, LLC45.20KJun 30, 26-4.45K0.01%
IFP Advisors, Inc44.56KJun 30, 26+1310.01%
Clarity Capital Advisors, LLC43.94KJun 30, 26-2.00K0.01%
VERITY Wealth Advisors43.72KJun 30, 26--0.01%
Spinnaker Investment Group, LLC43.70KJun 30, 26+870.01%
Nuveen, LLC42.77KJun 30, 26+42.77K0.01%
Life Planning Partners, Inc42.74KJun 30, 26-3.57K0.01%
Prudent Man Investment Management, Inc.42.56KJun 30, 26--0.01%
RF&L WEALTH MANAGEMENT, LLC42.22KJun 30, 26-1150.01%
Vestmark Advisory Solutions, Inc.42.06KJun 30, 26+20.01%
MORRIS FINANCIAL CONCEPTS, INC.42.00KJun 30, 26+4110.01%
SUMMIT WEALTH GROUP LLC / CO41.93KJun 30, 26-6390.01%
Heritage Wealth Management, Inc. /CA/41.30KJun 30, 26-710.01%
Atlas Private Wealth Advisors40.98KJun 30, 26+5970.01%
Investment Planning Advisors, Inc.40.25KJun 30, 26+3770.01%
HBE Wealth Management, LLC39.77KJun 30, 26-1840.01%
SAGE RHINO CAPITAL LLC39.31KJun 30, 26+1230.01%
PNC FINANCIAL SERVICES GROUP, INC.38.97KJun 30, 26+22.17K0.01%
Storgate, LLC38.92KJun 30, 26--0.01%
Fiduciary Alliance LLC38.49KJun 30, 26-2560.01%
Investmark Advisory Group LLC38.49KJun 30, 26-2.35K0.01%
Diversified Trust Co38.08KJun 30, 26--0.01%
WELLS FARGO & COMPANY/MN38.01KJun 30, 26+29.18K0.01%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV37.94KJun 30, 26+1780.01%
CUTLER INVESTMENT COUNSEL LLC37.75KJun 30, 26+37.75K0.01%
Pallas Capital Advisors LLC37.59KJun 30, 26--0.01%
Summit Financial, LLC37.56KJun 30, 26-1560.01%
TruNorth Capital Management, LLC37.37KJun 30, 26--0.01%
Concurrent Investment Advisors, LLC37.16KJun 30, 26--0.01%
Midwest Trust Co36.01KJun 30, 26+6630.01%
Aquire Wealth Advisors, LLC35.81KJun 30, 26+60.01%
Intelligent Financial Strategies35.70KJun 30, 26--0.01%
VERUS CAPITAL PARTNERS, LLC35.53KJun 30, 26-1.60K0.01%
Advisors Capital Management, LLC35.49KJun 30, 26+20.25K0.01%
Frankly Finances, LLC35.49KJun 30, 26+14.04K0.01%
Westmount Partners, LLC35.35KJun 30, 26-7500.01%
Tortoise Investment Management, LLC35.24KJun 30, 26--0.01%
Ascent Group, LLC34.62KJun 30, 26+17.91K0.01%
Foundation Wealth Management, LLC\PA34.56KJun 30, 26+680.01%
Montis Financial, LLC34.54KJun 30, 26-760.01%
CURIO WEALTH, LLC34.47KJun 30, 26+1450.01%
VOISARD ASSET MANAGEMENT GROUP, INC.33.78KJun 30, 26+660.01%
Private Advisory Group LLC33.36KJun 30, 26+33.36K0.01%
Americana Partners, LLC32.82KJun 30, 26--0.01%
MASECO LLP32.72KJun 30, 26+4.57K0.01%
Arnold Financial Planning LLC32.58KJun 30, 26+590.01%
KM Capital Management Ltd.32.35KJun 30, 26+3350.01%
Schubert & Co32.34KJun 30, 26+1.68K0.01%
Fundamentum, LLC32.08KJun 30, 26+3120.01%
LaSalle St. Investment Advisors, LLC32.05KJun 30, 26-4010.01%
Innovative Asset Advisors Group, LLC31.37KJun 30, 26-1.55K0.01%
Clark Asset Management, LLC31.14KJun 30, 26--0.01%
Vanguard National Trust Co31.04KJun 30, 26-1690.01%
Disciplined Investors, L.L.C.30.99KJun 30, 26-2920.01%
M Wealth Management, LLC30.84KJun 30, 26-3400.01%
Tanglewood Legacy Advisors, LLC30.20KJun 30, 26--0.01%
Stratos Wealth Advisors, LLC30.17KJun 30, 26--0.01%
M&T BANK CORP29.95KJun 30, 26--0.01%
Lynx Investment Advisory29.90KJun 30, 26-2.75K0.01%
Independent Wealth Network Inc.29.53KJun 30, 26+5.24K0.01%
CreativeOne Wealth, LLC29.41KJun 30, 26-25.59K0.01%
Jacobi Capital Management LLC29.33KJun 30, 26+1.31K0.01%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC28.76KJun 30, 26-9860.01%
Sanctuary Advisors, LLC28.46KJun 30, 26+9.96K0.01%
Nicholas Hoffman & Company, LLC.28.27KJun 30, 26--0.01%
LEVEL FOUR ADVISORY SERVICES, LLC28.24KJun 30, 26+22.18K0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.28.06KJun 30, 26+9.28K0.01%
CFS Investment Advisory Services, LLC27.66KJun 30, 26-2650.01%
Strategent Financial, LLC26.81KJun 30, 26+2.93K0.01%
SHAKESPEARE WEALTH MANAGEMENT, INC.26.54KJun 30, 26-9170.01%
Meredith Wealth Planning26.48KJun 30, 26+2810.01%
Leading Edge Financial Planning LLC26.47KJun 30, 26-4.59K0.01%
Safeguard Investment Advisory Group, LLC26.35KJun 30, 26-60.01%
Quadrant Private Wealth Management, LLC26.18KJun 30, 26--0.01%
Steel Peak Wealth Management LLC25.60KJun 30, 26+25.60K0.01%
CIBC Bancorp USA Inc.25.55KJun 30, 26+4.58K0.01%
Bank of New York Mellon Corp25.41KJun 30, 26+10.01%
SCRATCH CAPITAL LLC25.20KJun 30, 26+1360.01%
Partners in Financial Planning25.11KJun 30, 26+1990.01%
Wharton Business Group, LLC25.09KJun 30, 26--0.01%
Evercore Wealth Management, LLC25.00KJun 30, 26--0.01%
FLOW TRADERS U.S. LLC24.97KJun 30, 26--0.01%
Stratos Wealth Partners, LTD.24.96KJun 30, 26+4.68K0.01%
Janney Montgomery Scott LLC24.79KJun 30, 26+1.78K0.01%
Eaton Financial Holdings Company, LLC24.66KJun 30, 26+5.31K0.01%
Brewster Financial Planning LLC24.54KJun 30, 26-2720.01%
May Hill Capital, LLC24.41KJun 30, 26+3270.01%
Highland Investment Advisors LLC24.40KJun 30, 26+24.40K0.01%
Eqis Capital Management, Inc.24.39KJun 30, 26+3380.01%
Red Wave Investments LLC24.30KJun 30, 26--0.01%
Midwest Heritage Bank, FSB24.25KJun 30, 26+50.01%
Waterfront Wealth Inc.24.21KJun 30, 26+210.01%
Everest Financial Group LLC24.05KJun 30, 26+1.53K0.01%
KEYBANK NATIONAL ASSOCIATION/OH23.89KJun 30, 26--0.01%
Rise Advisors, LLC23.49KJun 30, 26+2450.01%
Hill Investment Group Partners, LLC23.38KJun 30, 26--0.01%
WNY Asset Management, LLC23.11KJun 30, 26+8.79K0.01%
HBK Sorce Advisory LLC22.74KJun 30, 26--0.01%
SEMITAM BONAM LLC22.67KJun 30, 26+9050.01%
Inscription Capital, LLC22.14KJun 30, 26--0.01%
Cascade Wealth Advisors, Inc22.00KJun 30, 26+2100.01%
Kilner Capital Advisors, LLC21.77KJun 30, 26-1220.01%
MONETA GROUP INVESTMENT ADVISORS LLC21.77KJun 30, 26+640.01%
Certified Advisory Corp21.18KJun 30, 26+7.36K0.01%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies21.16KJun 30, 26-300.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC21.09KJun 30, 26+2140.01%
Asset Advisory Group, Inc.20.76KJun 30, 26-9090.01%
WHITENER CAPITAL MANAGEMENT, INC.20.71KJun 30, 26+10.08K0.01%
DecisionPoint Financial, LLC20.71KJun 30, 26+4210.01%
Northwest Wealth Advisors, LLC19.65KJun 30, 26+1580.01%
Colonial Trust Co / SC19.48KJun 30, 26-2290.01%
Kaufman Rossin Wealth, LLC19.30KJun 30, 26--0.01%
BKA Wealth Consulting, Inc.19.07KJun 30, 26+990.01%
Five Oceans Advisors19.00KJun 30, 26-7500.01%
waypoint wealth counsel18.99KJun 30, 26-8.13K0.01%
Holcombe Financial, Inc.18.94KJun 30, 26-660.01%
Vise Technologies, Inc.18.84KJun 30, 26+11.33K0.01%
Well Done, LLC18.81KJun 30, 26+2.81K0.01%
BROWN ADVISORY INC18.67KJun 30, 26+800.01%
Stewardship Advisors, LLC18.66KJun 30, 26+30.01%
Avantax Planning Partners, Inc.18.56KJun 30, 26-3120.01%
LJI Wealth Management, LLC18.01KJun 30, 26+7210.01%
RB Capital Management, LLC17.78KJun 30, 26+4680.01%
US BANCORP \DE\17.78KJun 30, 26-33.20K0.01%
Financial Alternatives, Inc17.65KJun 30, 26-8940.01%
Diversify Advisory Services, LLC17.51KJun 30, 26+17.51K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC17.51KJun 30, 26-9900.01%
SRS Capital Advisors, Inc.17.43KJun 30, 26+12.28K0.01%
SIGNATUREFD, LLC17.37KJun 30, 26+1130.01%
Physician Wealth Solutions Inc.16.73KJun 30, 26-15.55K0.01%
Facet Wealth, Inc.16.64KJun 30, 26+6050.01%
Ares Financial Consulting, LLC16.57KJun 30, 26+1720.01%
Kerntke Otto McGlone Wealth Management Group16.51KJun 30, 26+330.01%
Two West Capital Advisors LLC16.50KJun 30, 26-240.01%
Maia Wealth LLC16.31KJun 30, 26-2210.01%
Verus Financial Partners, Inc.16.28KJun 30, 26-1070.01%
Prime Capital Investment Advisors, LLC16.27KJun 30, 26+3.99K0.01%
Ferguson Johnson Wealth Management Inc16.14KJun 30, 26+7690.00%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV16.09KJun 30, 26--0.00%
FIRST MANHATTAN CO. LLC.15.95KJun 30, 26--0.00%
Syverson Strege & Co15.76KJun 30, 26-2440.00%
IHT Wealth Management, LLC15.60KJun 30, 26--0.00%
CITIZENS FINANCIAL GROUP INC/RI15.47KJun 30, 26--0.00%
SageOak Financial, LLC15.41KJun 30, 26+2010.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15.38KJun 30, 26-430.00%
Oath Planning, LLC15.38KJun 30, 26-1020.00%
Renasant Bank15.35KJun 30, 26--0.00%
BESSEMER GROUP INC15.22KJun 30, 26--0.00%
Intrepid Financial Planning Group LLC15.15KJun 30, 26+1790.00%
Tennessee Valley Asset Management Partners15.05KJun 30, 26+15.05K0.00%
LAIRD NORTON TRUST COMPANY, LLC14.97KJun 30, 26--0.00%
WEBSTERROGERS FINANCIAL ADVISORS, LLC14.95KJun 30, 26-760.00%
Signal Advisors Wealth, LLC14.91KJun 30, 26-6030.00%
Capital Investment Management, Inc.14.87KJun 30, 26-1.01K0.00%
NICOLET BANKSHARES INC14.87KJun 30, 26+1.93K0.00%
Parkside Financial Bank & Trust14.77KJun 30, 26--0.00%
WELLINGTON-ALTUS USA INC.14.64KJun 30, 26-2.93K0.00%
Selective Wealth Management, Inc.14.53KJun 30, 26+2.11K0.00%
Level Wealth Management LLC14.46KJun 30, 26+440.00%
Navigate Wealth Management, LLC14.43KJun 30, 26-2650.00%
Probity Advisors, Inc.14.36KJun 30, 26-1000.00%
NFP Retirement, Inc.14.27KJun 30, 26+5.57K0.00%
Waverly Advisors, LLC14.22KJun 30, 26-233.29K0.00%
Keystone Financial Services14.20KJun 30, 26--0.00%
Signature Resources Capital Management, LLC14.17KJun 30, 26--0.00%
BlackRock, Inc.14.17KJun 30, 26--0.00%
Approach Retirement Advisors, LLC14.17KJun 30, 26+1090.00%
RETIREMENT INCOME SOLUTIONS, INC13.69KJun 30, 26--0.00%
Briggs Wealth Management, Inc13.66KJun 30, 26+13.66K0.00%
Pandowealth. LLC13.43KJun 30, 26+130.00%
CLIFFORD SWAN INVESTMENT COUNSEL LLC13.39KJun 30, 26-1350.00%
Magnolia Private Wealth, LLC13.30KJun 30, 26--0.00%
Powerhouse Assets LLC13.15KJun 30, 26+270.00%
Huntleigh Advisors, Inc.12.86KJun 30, 26--0.00%
Colter Lewis Investment Partners LLC12.85KJun 30, 26--0.00%
Kingsview Wealth Management, LLC12.78KJun 30, 26+1290.00%
NerdWallet Wealth Partners, LLC12.68KJun 30, 26--0.00%
Inspire Advisors, LLC12.53KJun 30, 26-2.31K0.00%
Root Financial Partners, LLC12.49KJun 30, 26--0.00%
Cresset Asset Management, LLC12.44KJun 30, 26-4.58K0.00%
MOTCO12.37KJun 30, 26--0.00%
Jessup Wealth Management, Inc12.32KJun 30, 26--0.00%
PFG Advisors12.31KJun 30, 26+1210.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP12.29KJun 30, 26--0.00%
American Financial Advisors, LLC12.23KJun 30, 26+1260.00%
Sage Mountain Advisors LLC12.19KJun 30, 26--0.00%
Falcon Wealth Planning12.18KJun 30, 26--0.00%
Tailwinds Wealth, LLC12.14KJun 30, 26+12.14K0.00%
STOCK YARDS BANK & TRUST CO12.13KJun 30, 26--0.00%
Burk Holdings LLC12.09KJun 30, 26+160.00%
SNS Financial Group, LLC11.98KJun 30, 26+11.98K0.00%
MGO ONE SEVEN LLC11.93KJun 30, 26+1.95K0.00%
TABLEAUX LLC11.91KJun 30, 26--0.00%
MPWM ADVISORY SOLUTIONS, LLC11.85KJun 30, 26-340.00%
THREADGILL FINANCIAL, LLC11.72KJun 30, 26--0.00%
CERTUITY, LLC11.46KJun 30, 26-2.21K0.00%
Joel Adams & Associates, Inc.11.41KJun 30, 26+1190.00%
AlphaStar Capital Management, LLC11.30KJun 30, 26+11.30K0.00%
RMB Capital Management, LLC11.09KJun 30, 26--0.00%
Baird Financial Group, Inc.11.06KJun 30, 26+2150.00%
Advisor OS, LLC10.94KJun 30, 26+180.00%
MJP ASSOCIATES INC /ADV10.94KJun 30, 26+180.00%
Gemmer Asset Management LLC10.89KJun 30, 26-3190.00%
Shotwell Rutter Baer Inc10.86KJun 30, 26-860.00%
HRT FINANCIAL LP10.71KJun 30, 26+10.71K0.00%
Abundance Wealth Counselors10.71KJun 30, 26--0.00%
Cladis Investment Advisory, LLC10.44KJun 30, 26--0.00%
Oak Wealth Advisors LLC10.42KJun 30, 26+680.00%
SAGE FINANCIAL GROUP INC10.26KJun 30, 26--0.00%
Silver Coast Investments LLC10.24KJun 30, 26+1060.00%
Caprock Group, LLC10.21KJun 30, 26--0.00%
KELLY FINANCIAL GROUP LLC10.15KJun 30, 26-340.00%
Dunhill Financial, LLC10.14KJun 30, 26-2.30K0.00%
HUNTINGTON NATIONAL BANK10.11KJun 30, 26-6090.00%
Sensenig Capital Advisors, Inc10.05KJun 30, 26-8130.00%
Clayton Financial Group LLC10.04KJun 30, 26--0.00%
TCG Advisory Services, LLC9.99KJun 30, 26--0.00%
Essential Planning, LLC.9.80KJun 30, 26+1160.00%
Chico Wealth RIA9.79KJun 30, 26+540.00%
SHEETS SMITH WEALTH MANAGEMENT9.72KJun 30, 26--0.00%
NorthAvenue LLC9.69KJun 30, 26+10.00%
Kovack Advisors, Inc.9.52KJun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.9.45KJun 30, 26+2430.00%
V2 Financial group LLC9.37KJun 30, 26+670.00%
RITHOLTZ WEALTH MANAGEMENT9.31KJun 30, 26+9.31K0.00%
Lido Advisors, LLC9.31KJun 30, 26+1.50K0.00%
Brookstone Capital Management9.30KJun 30, 26--0.00%
Clearstead Advisors, LLC9.26KJun 30, 26--0.00%
WESBANCO BANK INC9.11KJun 30, 26--0.00%
Ullmann Wealth Partners Group, LLC9.02KJun 30, 26-240.00%
Ancora Advisors, LLC8.88KJun 30, 26-2740.00%
Rossby Financial, LCC8.87KJun 30, 26-1.82K0.00%
Samalin Investment Counsel, LLC8.86KJun 30, 26-310.00%
USAdvisors Wealth Management, LLC8.73KJun 30, 26-4290.00%
BWM Planning, LLC8.70KJun 30, 26+900.00%
Leonard Rickey Investment Advisors P.L.L.C.8.61KJun 30, 26+60.00%
XCELSIOR ADVISOR PARTNERS LLC8.59KJun 30, 26+8.59K0.00%
PRIVATE TRUST CO NA8.59KJun 30, 26+7540.00%
Everest Management Corp.8.59KJun 30, 26--0.00%
MB Generational Wealth, LLC8.49KJun 30, 26-8080.00%
Modern Wealth Management, LLC8.30KJun 30, 26+2150.00%
OPTIMA CAPITAL LLC8.25KJun 30, 26+850.00%
COLDSTREAM CAPITAL MANAGEMENT INC8.22KJun 30, 26+1950.00%
Forefront Wealth Partners, LLC8.21KJun 30, 26+8.21K0.00%
Trust Point Inc.8.11KJun 30, 26-3.41K0.00%
Oakwell Private Wealth Management, LLC7.98KJun 30, 26--0.00%
FFT WEALTH MANAGEMENT LLC7.97KJun 30, 26--0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7.91KJun 30, 26-2.28K0.00%
Pine Valley Investments Ltd Liability Co7.88KJun 30, 26--0.00%
SCS Capital Management LLC7.75KJun 30, 26-7.50K0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC7.73KJun 30, 26--0.00%
Affinity Capital Advisors, LLC7.73KJun 30, 26--0.00%
PLANNING ALTERNATIVES LTD /ADV7.71KJun 30, 26+7.71K0.00%
BOKF, NA7.70KJun 30, 26+3.29K0.00%
Atlas Wealth LLC7.62KJun 30, 26--0.00%
Pinnacle Financial Partners, Inc.7.61KJun 30, 26+7.61K0.00%
Canvas Wealth Advisors, LLC7.54KJun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.7.44KJun 30, 26--0.00%
Advisory Services Network, LLC7.42KJun 30, 26+2.05K0.00%
Cedar Point Capital Partners, LLC7.42KJun 30, 26--0.00%
Milestone Asset Management Group, LLC7.36KJun 30, 26-1.04K0.00%
AdvisorNet Financial, Inc7.15KJun 30, 26+9190.00%
J.W. COLE ADVISORS, INC.7.09KJun 30, 26+5690.00%
Wealthcare Advisory Partners LLC6.95KJun 30, 26-1010.00%
Perennial Advisors, LLC6.93KJun 30, 26+6.93K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC6.92KJun 30, 26+50.00%
RHS Financial, LLC6.89KJun 30, 26--0.00%
Blue Fin Capital, Inc.6.76KJun 30, 26+6.76K0.00%
Abacus Wealth Partners, LLC6.72KJun 30, 26+100.00%
FSA Advisors, Inc.6.70KJun 30, 26-1.04K0.00%
Ausdal Financial Partners, Inc.6.67KJun 30, 26--0.00%
GREAT OAK CAPITAL PARTNERS, LLC6.53KJun 30, 26+680.00%
Sigma Planning Corp6.50KJun 30, 26+6.50K0.00%
Waterloo Capital, L.P.6.47KJun 30, 26-550.00%
Dynamic Advisor Solutions LLC6.47KJun 30, 26-1.74K0.00%
Holistic Financial Partners6.38KJun 30, 26+660.00%
Atomi Financial Group, Inc.6.36KJun 30, 26+1620.00%
Envestnet Portfolio Solutions, Inc.6.29KJun 30, 26+6.29K0.00%
FIRST CITIZENS BANK & TRUST CO6.25KJun 30, 26+3480.00%
Connecticut Wealth Management, LLC6.10KJun 30, 26--0.00%
Orin Green Financial, LLC6.09KJun 30, 26--0.00%
COOPER/HAIMS ADVISORS, LLC6.08KJun 30, 26--0.00%
City State Bank6.00KJun 30, 26--0.00%
Hutchens & Kramer Investment Management Group, LLC5.93KJun 30, 26--0.00%
True Wealth Design, LLC5.87KJun 30, 26-2790.00%
Moors & Cabot, Inc.5.83KJun 30, 26+5.83K0.00%
American Capital Advisory, LLC5.79KJun 30, 26--0.00%
Wescott Financial Advisory Group, LLC5.77KJun 30, 26-6190.00%
Ashton Thomas Private Wealth, LLC5.68KJun 30, 26+1530.00%
Glass Jacobson Investment Advisors llc5.66KJun 30, 26+150.00%
Rodgers & Associates, LTD5.64KJun 30, 26+5.64K0.00%
Sowell Financial Services LLC5.63KJun 30, 26-2.45K0.00%
Financial Strategies Group, Inc.5.59KJun 30, 26--0.00%
Aptus Capital Advisors, LLC5.58KJun 30, 26+520.00%
BDFS Capital LLC5.57KJun 30, 26-1.84K0.00%
Arbor Investment Advisors, LLC5.55KJun 30, 26+5.55K0.00%
NBT BANK N A /NY5.54KJun 30, 26-16.43K0.00%
Grove Street Fiduciary, LLC5.51KJun 30, 26+5.51K0.00%
Oakworth Capital, Inc.5.29KJun 30, 26--0.00%
Rialto Wealth Management, LLC5.17KJun 30, 26+4.29K0.00%
VANGUARD ADVISERS INC4.63KJun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO4.57KJun 30, 26--0.00%
VSM Wealth Advisory, LLC4.39KJun 30, 26+210.00%
Washington Trust Advisors, Inc.4.37KJun 30, 26+120.00%
Coston, McIsaac & Partners4.17KJun 30, 26-970.00%
Ameritas Investment Partners, Inc.4.13KJun 30, 26+430.00%
Federation des caisses Desjardins du Quebec4.12KJun 30, 26-2.60K0.00%
Vermillion Wealth Management, Inc.3.95KJun 30, 26-2.85K0.00%
Kings Path Partners LLC3.92KJun 30, 26--0.00%
Golden State Wealth Management, LLC3.88KJun 30, 26--0.00%
Cordant, Inc.3.81KJun 30, 26+3.81K0.00%
Parallel Advisors, LLC3.64KJun 30, 26--0.00%
BANK OF MONTREAL /CAN/3.46KJun 30, 26+1.46K0.00%
BOK Financial Private Wealth, Inc.3.38KJun 30, 26--0.00%
Navigoe, LLC3.14KJun 30, 26--0.00%
JNBA Financial Advisors3.11KJun 30, 26--0.00%
Heritage Wealth Advisors2.52KJun 30, 26+2.52K0.00%
Ritter Daniher Financial Advisory LLC / DE2.48KJun 30, 26--0.00%
Orion Capital Management LLC2.43KJun 30, 26-1700.00%
FINANCIAL CONSULATE, INC2.41KJun 30, 26--0.00%
RAFFA WEALTH MANAGEMENT, LLC2.31KJun 30, 26+80.00%
UBS ASSET MANAGEMENT AMERICAS INC2.28KJun 30, 26--0.00%
Geneos Wealth Management Inc.2.27KJun 30, 26+80.00%
Align Financial, LLC2.08KJun 30, 26--0.00%
Harbor Asset Planning, Inc.1.96KJun 30, 26+210.00%
Copia Wealth Management1.89KJun 30, 26--0.00%
Miller Capital Partners, Inc.1.72KJun 30, 26--0.00%
Owl Creek Wealth Partners LLC1.56KJun 30, 26+160.00%
Jackson, Grant Investment Advisers, Inc.1.54KJun 30, 26--0.00%
Nemes Rush Group LLC1.46KJun 30, 26-1.37K0.00%
Medallion Wealth Advisors, LLC1.44KJun 30, 26+580.00%
Oakmont Advisory Group, LLC1.38KJun 30, 26+1.38K0.00%
Pinnacle Wealth Planning Services, Inc.1.35KJun 30, 26+1.35K0.00%
SOUTHERN MICHIGAN BANK & TRUST1.30KJun 30, 26+1.30K0.00%
Institute for Wealth Management, LLC.1.28KJun 30, 26+1.28K0.00%
Key FInancial Inc1.23KJun 30, 26--0.00%
Pillar Financial Advisors, LLC1.15KJun 30, 26+60.00%
TRUST CO OF VERMONT1.13KJun 30, 26+1.13K0.00%
Continuum Advisory, LLC1.10KJun 30, 26+1.10K0.00%
AMERIFLEX GROUP, INC.975Jun 30, 26+9750.00%
Horizon Investments, LLC935Jun 30, 26+9350.00%
Private Wealth Management Group, LLC884Jun 30, 26-1550.00%
AlphaCore Capital LLC834Jun 30, 26+8340.00%
Tradewinds Capital Management, LLC640Jun 30, 26+60.00%
Winch Advisory Services, LLC604Jun 30, 26+60.00%
THOMPSON INVESTMENT MANAGEMENT, INC.557Jun 30, 26--0.00%
Birchwood Financial Partners, Inc.520Jun 30, 26+50.00%
Downshift Financial, LLC486Jun 30, 26+4860.00%
FRANKLIN RESOURCES INC408Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV393Jun 30, 26--0.00%
First Bancorp, Inc /ME/385Jun 30, 26+3850.00%
SHP Wealth Management375Jun 30, 26+3750.00%
Hughes Financial Services, LLC331Jun 30, 26--0.00%
Spire Wealth Management294Jun 30, 26-3.12K0.00%
EVOLUTION WEALTH MANAGEMENT INC.282Jun 30, 26--0.00%
TSFG, LLC266Jun 30, 26+30.00%
Dynamic Wealth Strategies, LLC248Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC213Jun 30, 26-170.00%
Wilkerson Advisory Group LLC173Jun 30, 26-40.00%
Nalls Sherbakoff Group, LLC169Jun 30, 26+10.00%
CENTRAL TRUST Co159Jun 30, 26-1980.00%
SIMPLEX TRADING, LLC89Jun 30, 26+320.00%
GABLES CAPITAL MANAGEMENT INC.43Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)11Jun 30, 26+110.00%
CITADEL ADVISORS LLC--Jun 30, 26-75.57K--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-460--
JB Capital LLC--Jun 30, 26-19.00K--
VICTORY FINANCIAL GROUP, LLC--Jun 30, 26-6.51K--
OAK HARBOR WEALTH PARTNERS, LLC--Jun 30, 26-641--
BankChampaign, National Association--Jun 30, 26-55--
Trek Financial, LLC--Jun 30, 26-13.50K--
Independent Advisor Alliance--Jun 30, 26-10.99K--
AMERIPRISE FINANCIAL INC--Jun 30, 26-7.60K--
RENAISSANCE TECHNOLOGIES LLC--Jun 30, 26-10.90K--
EVOKE WEALTH, LLC--Jun 30, 26-31.73K--
RETIREMITTEN FINANCIAL LLC--Jun 30, 26-216--
Wealth Preservation Advisors, LLC--Jun 30, 26-759--
Csenge Advisory Group--Jun 30, 26-6.05K--
PETTYJOHN, WOOD & WHITE, INC--Jun 30, 26-8.00K--
Kestra Investment Management, LLC--Jun 30, 26-6.16K--
Ronald Blue Trust, Inc.--Jun 30, 26-31.17K--
Golden State Equity Partners--Jun 30, 26-928--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-433.68K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-625.20K--
Evanson Asset Management, LLC2.30MMar 31, 26+7020.71%
CWM, LLC486.97KMar 31, 26+302.01K0.15%
North Ridge Wealth Advisors, Inc.460.31KMar 31, 26-35.42K0.14%
Financial Connections Group, Inc.263.31KMar 31, 26-10.94K0.08%
EXENCIAL WEALTH ADVISORS, LLC105.70KMar 31, 26-9.52K0.03%
SIGNET FINANCIAL MANAGEMENT, LLC24.05KMar 31, 26-430.01%
Skopos Labs, Inc.13.57KMar 31, 26+5490.00%
Pathfinder Wealth Consulting, Inc.7.51KMar 31, 26-3480.00%
Capital Planning Advisors, LLC7.03KMar 31, 26--0.00%
rebel Financial LLC6.98KMar 31, 26-6840.00%
FRG Family Wealth Advisors LLC6.85KMar 31, 26+120.00%
U.S. Capital Wealth Advisors, LLC6.76KMar 31, 26--0.00%
McIlrath & Eck, LLC2.11KMar 31, 26+30.00%
Northeast Financial Group, Inc.--Mar 31, 26-7.80K--
COMERICA BANK3.37MDec 31, 25-53.00K1.04%
Grunden Financial Advisory, Inc.531.68KDec 31, 25+5.04K0.16%
VANGUARD GROUP INC35.83KDec 31, 25--0.01%
CIBC Private Wealth Group, LLC20.96KDec 31, 25+4.42K0.01%
NICOLET ADVISORY SERVICES, LLC13.15KDec 31, 25+2.17K0.00%
Cadence Bank10.59KDec 31, 25-4740.00%
Edge Financial Advisors LLC9.27KDec 31, 25+660.00%
REDMONT WEALTH ADVISORS LLC1.83KDec 31, 25--0.00%
Total Wealth Planning, LLC--Dec 31, 25-10.49K--
Glenmede Investment Management, LP5.14MSep 30, 25+1641.58%
COBBLESTONE CAPITAL ADVISORS LLC /NY/2.76MSep 30, 25+10.34K0.85%
Binnacle Investments Inc376.61KSep 30, 25+5.90K0.12%
Hemington Wealth Management323.15KSep 30, 25-11.67K0.10%
Willow Creek Wealth Management Inc.299.04KSep 30, 25+5410.09%
PBMares Wealth Management LLC263.15KSep 30, 25-1.45K0.08%
Kathleen S. Wright Associates Inc.49.05KSep 30, 25+4.43K0.02%
Wealthstream Advisors, Inc.37.47KSep 30, 25-5100.01%
Copperleaf Capital, LLC6.95KSep 30, 25-5390.00%
Financial Advocates Investment Management6.40KSep 30, 25-1.08K0.00%
David Wealth Management LLC712.32KJun 30, 25+28.14K0.22%
Elios Financial Group Inc.110.90KJun 30, 25-14.81K0.03%
KRAFT ASSET MANAGEMENT, LLC69.08KJun 30, 25-6850.02%
Waypoint Wealth Partners Inc.66.90KJun 30, 25-1.00K0.02%
AVANTAX ADVISORY SERVICES, INC.21.44KJun 30, 25+1.28K0.01%
Jentner Corp17.27KJun 30, 25+17.27K0.01%
FUTURE YOU WEALTH LLC12.68KJun 30, 25--0.00%
Better Money Decisions, LLC11.29KJun 30, 25+1410.00%
Rappaport Reiches Capital Management, LLC62.41KMar 31, 25--0.02%
Orion Portfolio Solutions, LLC41.94KMar 31, 25-18.33K0.01%
Michael A. Dubis Financial Planning, LLC11.12KMar 31, 25+1.14K0.00%
Marcum Wealth, LLC8.42KMar 31, 25+70.00%
Treynor Bancshares, Inc.156.66KDec 31, 24+34.29K0.05%
Merriman Wealth Management, LLC94.01KDec 31, 24+3.71K0.03%
Edge Capital Group, LLC15.25KDec 31, 24--0.00%
Cassady Schiller Wealth Management, LLC6.25KDec 31, 24--0.00%
Sanctuary Wealth Management, L.L.C.5.18KDec 31, 24-5890.00%
Householder Group Estate & Retirement Specialist, LLC2.13KDec 31, 24-4.47K0.00%
AlphaMark Advisors, LLC2.09KDec 31, 24--0.00%
HBC Financial Services, PLLC330Dec 31, 24+3300.00%
WR Wealth Planners, LLC174Dec 31, 24--0.00%
PRIVATE CAPITAL MANAGEMENT LLC--Dec 31, 24-1.53K--
Raymond James Financial Services Advisors, Inc.1.31MSep 30, 24-11.22K0.40%
RAYMOND JAMES & ASSOCIATES93.20KSep 30, 24+19.03K0.03%
LifePro Asset Management75.64KSep 30, 24-15.61K0.02%
Advisory Services & Investments, LLC21.90KSep 30, 24-1.09K0.01%
Annapolis Financial Services, LLC8.44KSep 30, 24--0.00%
TNF LLC8.11KSep 30, 24+550.00%
Waypoint Capital Advisors, LLC--Sep 30, 24-31.50K--
BUCKINGHAM STRATEGIC WEALTH, LLC11.23MJun 30, 24-298.92K3.45%
WALDEN WEALTH PARTNERS LLC203.36KJun 30, 24+8910.06%
HoyleCohen, LLC31.43KJun 30, 24--0.01%
GIRARD PARTNERS LTD.14.52KJun 30, 24-1.17K0.00%
Private Ocean, LLC3.71KJun 30, 24+30.00%
ICA Group Wealth Management, LLC--Jun 30, 24-4.88K--
SOUNDMARK WEALTH MANAGEMENT, LLC505.21KMar 31, 24+14.08K0.16%
ML & R WEALTH MANAGEMENT LLC156.17KMar 31, 24-19.03K0.05%
Cetera Advisor Networks LLC101.86KMar 31, 24-2430.03%
Cetera Advisors LLC55.20KMar 31, 24-2880.02%
FirstPurpose Wealth LLC28.10KMar 31, 24+10.04K0.01%
Eudaimonia Partners, LLC10.28KMar 31, 24+1.62K0.00%
First Ascent Asset Management, LLC1.46MDec 31, 23+34.89K0.45%
Bridgeworth, LLC200.95KDec 31, 23-3.00K0.06%
RESOURCE CONSULTING GROUP INC12.95KDec 31, 23--0.00%
Bartlett & Co. LLC10.92KDec 31, 23+10.92K0.00%
Simplicity Solutions, LLC9.78KDec 31, 23--0.00%
PATHSTONE FAMILY OFFICE, LLC3.27MSep 30, 23-210.34K1.01%
COMERICA SECURITIES,INC.916.86KSep 30, 23-19.18K0.28%
BRIGGS ADVISORY GROUP, INC.306.51KSep 30, 23+12.94K0.09%
ADVISOR PARTNERS II, LLC230.60KSep 30, 23+6.26K0.07%
DUBUQUE BANK & TRUST CO53.49KSep 30, 23+53.49K0.02%
3D/L Capital Management, LLC20.42KSep 30, 23+4500.01%
WEALTH ADVISORS, INC.13.62KSep 30, 23--0.00%
WealthOne, LLC12.44KSep 30, 23--0.00%
Steward Financial Group LLC6.19KSep 30, 23--0.00%
V Wealth Advisors LLC--Sep 30, 23-9.44K--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.--Sep 30, 23-22.04K--
Veritable, L.P.26.64KJun 30, 23-7490.01%
Intercontinental Wealth Advisors, LLC11.68KJun 30, 23+1800.00%
Kistler-Tiffany Companies, LLC129Jun 30, 23+1290.00%
Baldrige Asset Management LLC250.08KMar 31, 23+1.23K0.08%
True Capital Management46.11KMar 31, 23--0.01%
STONNINGTON GROUP, LLC10.00KMar 31, 23--0.00%
Align Wealth Management, LLC300.30KDec 31, 22+300.30K0.09%
BALASA DINVERNO & FOLTZ LLC292.41KSep 30, 22-10.48K0.09%
DOWLING & YAHNKE LLC216.19KSep 30, 22+4.34K0.07%
CPWM, LLC194.10KSep 30, 22+51.16K0.06%
American Portfolios Advisors108.41KSep 30, 22+3.77K0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC95.68KSep 30, 22+960.03%
WIPFLI FINANCIAL ADVISORS LLC,70.59KSep 30, 22+19.75K0.02%
55I, LLC21.10KSep 30, 22-22.25K0.01%
Surevest, LLC14.54KSep 30, 22--0.00%
REGENTATLANTIC CAPITAL LLC11.40KSep 30, 22+9050.00%
ADVISOR PARTNERS LLC134.69KJun 30, 22+68.73K0.04%
Cordasco Financial Network125Jun 30, 22+1250.00%
Dixon Hughes Goodman Wealth Advisors LLC107.96KMar 31, 22+29.65K0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC16.55KMar 31, 22+16.55K0.01%
Freedman Financial Associates, Inc.1.42KMar 31, 22--0.00%
CAPITAL ONE FINANCIAL CORP--Mar 31, 22-18.57K--
NEXT Financial Group, Inc3.92KDec 31, 21+3.45K0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.