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DGRO(DGRO)

DGRO

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Holder

Date

Change

% Held

LPL Financial LLC

21.29M

Jun 30, 26

+1.06M

4.04%

MORGAN STANLEY

20.17M

Jun 30, 26

+800.08K

3.83%

BANK OF AMERICA CORP /DE/

19.25M

Jun 30, 26

-142.05K

3.65%

Wealthfront Advisers LLC

17.74M

Jun 30, 26

+313.91K

3.37%

JONES FINANCIAL COMPANIES LLLP

14.42M

Jun 30, 26

+2.35M

2.74%

RAYMOND JAMES FINANCIAL INC

11.16M

Jun 30, 26

+293.36K

2.12%

ENVESTNET ASSET MANAGEMENT INC

11.10M

Jun 30, 26

+472.81K

2.11%

Capital Investment Advisors, LLC

8.50M

Jun 30, 26

+65.75K

1.61%

ROYAL BANK OF CANADA

8.17M

Jun 30, 26

-62.40K

1.55%

COMMONWEALTH EQUITY SERVICES, LLC

7.24M

Jun 30, 26

+10.41K

1.37%

WELLS FARGO & COMPANY/MN

6.84M

Jun 30, 26

+178.08K

1.30%

AMERIPRISE FINANCIAL INC

6.84M

Jun 30, 26

-16.70K

1.30%

PNC FINANCIAL SERVICES GROUP, INC.

5.86M

Jun 30, 26

-453.22K

1.11%

HighTower Advisors, LLC

5.31M

Jun 30, 26

+156.88K

1.01%

GOLDMAN SACHS GROUP INC

4.99M

Jun 30, 26

+215.44K

0.95%

JPMORGAN CHASE & CO

4.97M

Jun 30, 26

+214.65K

0.94%

UBS Group AG

4.58M

Jun 30, 26

-81.63K

0.87%

FMR LLC

4.56M

Jun 30, 26

-730.92K

0.87%

Cetera Investment Advisers

3.50M

Jun 30, 26

+177.63K

0.66%

MML INVESTORS SERVICES, LLC

3.36M

Jun 30, 26

+241.56K

0.64%

VANTAGEPOINT INVESTMENT ADVISERS LLC

3.11M

Jun 30, 26

0.59%

TRUIST FINANCIAL CORP

2.96M

Jun 30, 26

+21.70K

0.56%

STIFEL FINANCIAL CORP

2.87M

Jun 30, 26

+95.59K

0.54%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.60M

Jun 30, 26

+112.36K

0.49%

Mariner, LLC

2.53M

Jun 30, 26

-191.05K

0.48%

Kestra Advisory Services, LLC

2.17M

Jun 30, 26

+1.38M

0.41%

ADVISOR GROUP HOLDINGS, INC.

2.14M

Jun 30, 26

+389.59K

0.41%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.12M

Jun 30, 26

+223.15K

0.40%

TD PRIVATE CLIENT WEALTH LLC

2.04M

Jun 30, 26

+165.62K

0.39%

CI Private Wealth, LLC

1.53M

Jun 30, 26

-93.69K

0.29%

First Command Advisory Services, Inc.

1.44M

Jun 30, 26

-76.93K

0.27%

Beacon Pointe Advisors, LLC

1.44M

Jun 30, 26

+47.39K

0.27%

ProVise Management Group, LLC

1.43M

Jun 30, 26

+27.16K

0.27%

Dynasty Wealth Management, LLC

1.33M

Jun 30, 26

+47.91K

0.25%

SNS Financial Group, LLC

1.33M

Jun 30, 26

+1.33M

0.25%

Confluence Wealth Services, Inc.

1.27M

Jun 30, 26

+224.07K

0.24%

SHP Wealth Management

1.27M

Jun 30, 26

+72.06K

0.24%

Quotient Wealth Partners, LLC

1.26M

Jun 30, 26

+40.90K

0.24%

Gratus Wealth Advisors, LLC

1.24M

Jun 30, 26

+25.09K

0.24%

HM PAYSON & CO

1.19M

Jun 30, 26

-776.85K

0.23%

Seven Springs Wealth Group, LLC

1.18M

Jun 30, 26

+40.10K

0.22%

Ledyard National Bank

1.16M

Jun 30, 26

+19.92K

0.22%

Cambridge Investment Research Advisors, Inc.

1.13M

Jun 30, 26

+19.28K

0.21%

Strategies Wealth Advisors, LLC

1.11M

Jun 30, 26

-157.81K

0.21%

American Trust

1.04M

Jun 30, 26

+45.29K

0.20%

Sanctuary Advisors, LLC

980.79K

Jun 30, 26

-3.96K

0.19%

BlackRock, Inc.

958.01K

Jun 30, 26

-390.43K

0.18%

NewEdge Advisors, LLC

953.49K

Jun 30, 26

+25.30K

0.18%

Baird Financial Group, Inc.

930.16K

Jun 30, 26

+3.51K

0.18%

Integrated Wealth Concepts LLC

870.10K

Jun 30, 26

+561.79K

0.17%

MCF Advisors LLC

840.37K

Jun 30, 26

-3.65K

0.16%

FIRST BUSINESS FINANCIAL SERVICES, INC.

839.06K

Jun 30, 26

+3.91K

0.16%

Stonebridge Financial Group, LLC

825.23K

Jun 30, 26

-4.49K

0.16%

Conservest Capital Advisors, Inc.

796.30K

Jun 30, 26

+2.90K

0.15%

JGP Wealth Management, LLC

752.65K

Jun 30, 26

+25.43K

0.14%

FIFTH THIRD BANCORP

749.09K

Jun 30, 26

-7.13K

0.14%

FFT WEALTH MANAGEMENT LLC

746.20K

Jun 30, 26

+37.48K

0.14%

J.W. COLE ADVISORS, INC.

734.22K

Jun 30, 26

-2.41K

0.14%

NATIXIS ADVISORS, L.P.

730.00K

Jun 30, 26

+160.31K

0.14%

Private Advisor Group, LLC

725.57K

Jun 30, 26

-213.24K

0.14%

Sigma Planning Corp

721.44K

Jun 30, 26

+75

0.14%

CAPTRUST FINANCIAL ADVISORS

673.96K

Jun 30, 26

-13.91K

0.13%

Bank of New York Mellon Corp

659.03K

Jun 30, 26

+18.32K

0.13%

Ritter Daniher Financial Advisory LLC / DE

658.93K

Jun 30, 26

+16.27K

0.13%

Colony Group, LLC

639.96K

Jun 30, 26

-4.89K

0.12%

Steward Partners Investment Advisory, LLC

629.01K

Jun 30, 26

-66.45K

0.12%

OPPENHEIMER & CO INC

604.03K

Jun 30, 26

+1.13K

0.11%

XML Financial, LLC

585.88K

Jun 30, 26

+9.83K

0.11%

VAUGHAN DAVID INVESTMENTS LLC/IL

576.40K

Jun 30, 26

+9.76K

0.11%

Janney Montgomery Scott LLC

569.97K

Jun 30, 26

+11.46K

0.11%

Wolff Financial Management LLC

564.37K

Jun 30, 26

-2.26K

0.11%

Waverly Advisors, LLC

558.94K

Jun 30, 26

-147.32K

0.11%

Equitable Holdings, Inc.

555.53K

Jun 30, 26

+21.00K

0.11%

DAGCO, INC.

541.43K

Jun 30, 26

+21.75K

0.10%

Scott Capital Advisors, LLC

539.47K

Jun 30, 26

-98

0.10%

CAPITAL PERFORMANCE ADVISORS LLP

536.32K

Jun 30, 26

+5.78K

0.10%

Vestmark Advisory Solutions, Inc.

521.60K

Jun 30, 26

+4.32K

0.10%

Auto-Owners Insurance Co

514.50K

Jun 30, 26

-175.00K

0.10%

FORM Wealth Advisors, LLC

507.13K

Jun 30, 26

-208.32K

0.10%

FIFTH THIRD SECURITIES, INC.

506.23K

Jun 30, 26

+5.55K

0.10%

Hughes Financial Services, LLC

483.10K

Jun 30, 26

+21.82K

0.09%

Capital Analysts, LLC

453.33K

Jun 30, 26

-5.77K

0.09%

Silver Coast Investments LLC

447.67K

Jun 30, 26

-1.99K

0.08%

TRB Wealth Management, LLC

447.65K

Jun 30, 26

+8.39K

0.08%

Altus Wealth Management, LLC

444.82K

Jun 30, 26

+3.19K

0.08%

Stratos Wealth Partners, LTD.

439.88K

Jun 30, 26

+20.51K

0.08%

Compass Ion Advisors, LLC

428.14K

Jun 30, 26

+8.97K

0.08%

D'Orazio & Associates, Inc.

422.47K

Jun 30, 26

-7.89K

0.08%

Provident Wealth Management, LLC

421.68K

Jun 30, 26

+2.12K

0.08%

Legacy Financial Strategies, LLC

418.41K

Jun 30, 26

+4.05K

0.08%

Creative Planning

416.88K

Jun 30, 26

+12.55K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

411.44K

Jun 30, 26

+23.35K

0.08%

Alliance Wealth Advisors, LLC

401.52K

Jun 30, 26

+11.90K

0.08%

Gotham Asset Management, LLC

397.77K

Jun 30, 26

+44.30K

0.08%

Rockefeller Capital Management L.P.

394.23K

Jun 30, 26

+61.41K

0.07%

Presidio Capital Management, LLC

393.62K

Jun 30, 26

+24.23K

0.07%

Adirondack Capital Advisors, LLC

389.30K

Jun 30, 26

+9.23K

0.07%

SWEENEY & MICHEL, LLC

385.67K

Jun 30, 26

+2.11K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

382.73K

Jun 30, 26

-1.04K

0.07%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

362.15K

Jun 30, 26

+13.44K

0.07%

SVRN Asset Management, LLC

352.34K

Jun 30, 26

+179.62K

0.07%

Davidson Capital Management Inc.

351.06K

Jun 30, 26

+675

0.07%

Summit Investment Advisory Services, LLC

339.67K

Jun 30, 26

+7.67K

0.06%

Regent Peak Wealth Advisors LLC

334.54K

Jun 30, 26

+5.59K

0.06%

Atria Investments, Inc

333.70K

Jun 30, 26

+75.83K

0.06%

REGIONS FINANCIAL CORP

332.55K

Jun 30, 26

-3.65K

0.06%

Kingsview Wealth Management, LLC

331.19K

Jun 30, 26

+29.03K

0.06%

Buck Wealth Strategies, LLC

326.24K

Jun 30, 26

+52.51K

0.06%

Allegheny Financial Group LTD

323.74K

Jun 30, 26

+2.67K

0.06%

CHOREO, LLC

322.20K

Jun 30, 26

-314

0.06%

Financiere des Professionnels - Fonds d,investissement inc.

318.10K

Jun 30, 26

+33.10K

0.06%

Capital Advisors, Ltd. LLC

317.52K

Jun 30, 26

+8.20K

0.06%

Meridian Financial Partners LLC

317.38K

Jun 30, 26

-3.49K

0.06%

Powers Advisory Group, LLC

317.14K

Jun 30, 26

+21.66K

0.06%

MAI Capital Management

315.61K

Jun 30, 26

+11.15K

0.06%

Prospera Financial Services Inc

310.09K

Jun 30, 26

+2.49K

0.06%

DAVENPORT & Co LLC

309.99K

Jun 30, 26

+1.86K

0.06%

VICUS CAPITAL

309.15K

Jun 30, 26

-5.52K

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

307.63K

Jun 30, 26

-9.92K

0.06%

Colonial Trust Advisors

305.82K

Jun 30, 26

+6.71K

0.06%

MORTON COMMUNITY BANK

300.28K

Jun 30, 26

+7.88K

0.06%

Robertson Stephens Wealth Management, LLC

289.68K

Jun 30, 26

-11.07K

0.06%

EverSource Wealth Advisors, LLC

275.26K

Jun 30, 26

-7.59K

0.05%

HB Wealth Management, LLC

274.58K

Jun 30, 26

-6.06K

0.05%

CYPRESS FINANCIAL PLANNING LLC

267.04K

Jun 30, 26

+8.33K

0.05%

Madison Wealth Partners, Inc

266.04K

Jun 30, 26

-429

0.05%

WealthPlan Investment Management, LLC

265.75K

Jun 30, 26

+85.80K

0.05%

Atwater Malick LLC

264.08K

Jun 30, 26

+13.41K

0.05%

Envestnet Portfolio Solutions, Inc.

263.83K

Jun 30, 26

+57.68K

0.05%

London & Capital Asset Management Ltd

260.96K

Jun 30, 26

-60

0.05%

Global Retirement Partners, LLC

259.10K

Jun 30, 26

+259.10K

0.05%

Accel Wealth Management

258.99K

Jun 30, 26

+15.99K

0.05%

Objectivity Squared, LLC

257.67K

Jun 30, 26

+1.59K

0.05%

VERUS CAPITAL PARTNERS, LLC

255.39K

Jun 30, 26

+8.65K

0.05%

Mutual Advisors, LLC

255.33K

Jun 30, 26

+10.92K

0.05%

46 Peaks LLC

243.63K

Jun 30, 26

-25.78K

0.05%

CLEAR WAVE WEALTH MANAGEMENT LLC

243.12K

Jun 30, 26

+6.18K

0.05%

Rooted Wealth Advisors, Inc.

242.85K

Jun 30, 26

+4.96K

0.05%

Capital Planning LLC

240.78K

Jun 30, 26

-17.52K

0.05%

IFS Advisors, LLC

240.03K

Jun 30, 26

-1.10K

0.05%

truNorth Financial Services, Inc.

236.04K

Jun 30, 26

+8.97K

0.04%

CITADEL ADVISORS LLC

234.14K

Jun 30, 26

+111.94K

0.04%

LifeGoal Wealth Advisors

232.62K

Jun 30, 26

+22.47K

0.04%

PFS Partners, LLC

231.76K

Jun 30, 26

+1.46K

0.04%

Tandem Wealth Advisors LLC

231.15K

Jun 30, 26

+5.13K

0.04%

FourThought Financial Partners, LLC

224.98K

Jun 30, 26

-347

0.04%

PSI Advisors, LLC

222.06K

Jun 30, 26

-11.70K

0.04%

Dynamic Advisor Solutions LLC

220.07K

Jun 30, 26

+6.83K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

218.68K

Jun 30, 26

+2.88K

0.04%

Well Done, LLC

218.01K

Jun 30, 26

-2.17K

0.04%

Eagle Strategies LLC

216.38K

Jun 30, 26

-2.55K

0.04%

Kerntke Otto McGlone Wealth Management Group

206.66K

Jun 30, 26

+7.71K

0.04%

Planning Strategies Inc.

205.36K

Jun 30, 26

+205.36K

0.04%

TBH Global Asset Management, LLC

202.79K

Jun 30, 26

-9.47K

0.04%

Twelve Points Wealth Management LLC

202.24K

Jun 30, 26

+32.67K

0.04%

Argent Advisors, Inc.

201.94K

Jun 30, 26

+5.92K

0.04%

Beaumont Financial Advisors, LLC

200.80K

Jun 30, 26

+2.57K

0.04%

Fundamentum, LLC

200.62K

Jun 30, 26

-5.03K

0.04%

FC Advisory LLC

199.37K

Jun 30, 26

+67

0.04%

Gimbal Financial

199.02K

Jun 30, 26

+199.02K

0.04%

WealthShield Partners, LLC

198.53K

Jun 30, 26

+12.95K

0.04%

Concurrent Investment Advisors, LLC

197.95K

Jun 30, 26

+90.50K

0.04%

WealthPLAN Partners, LLC

197.58K

Jun 30, 26

-17.57K

0.04%

Churchill Financial Advisors, LLC

197.44K

Jun 30, 26

+47.20K

0.04%

Karpus Management, Inc.

196.58K

Jun 30, 26

+1.50K

0.04%

Meridian Wealth Management, LLC

195.87K

Jun 30, 26

+2.79K

0.04%

Pathstone Holdings, LLC

195.54K

Jun 30, 26

+100.87K

0.04%

SouthState Corp

191.18K

Jun 30, 26

+5.30K

0.04%

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

189.21K

Jun 30, 26

-4.48K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

183.92K

Jun 30, 26

-43.47K

0.03%

Arkadios Wealth Advisors

183.92K

Jun 30, 26

-7.93K

0.03%

Valmark Advisers, Inc.

183.54K

Jun 30, 26

+22.03K

0.03%

RIDGECREST WEALTH PARTNERS, LLC

181.70K

Jun 30, 26

+2.50K

0.03%

Cerity Partners LLC

179.07K

Jun 30, 26

+13.09K

0.03%

Journey Advisory Group, LLC

175.50K

Jun 30, 26

-2.37K

0.03%

Atlas Private Wealth Advisors

175.43K

Jun 30, 26

+6.50K

0.03%

Cornerstone Wealth Management, LLC

173.69K

Jun 30, 26

+6.98K

0.03%

TriaGen Wealth Management LLC

172.85K

Jun 30, 26

+4.85K

0.03%

Sentinus, LLC

172.09K

Jun 30, 26

-3.41K

0.03%

Allworth Financial LP

171.29K

Jun 30, 26

-4.06K

0.03%

Gladstone Institutional Advisory LLC

170.47K

Jun 30, 26

+1.77K

0.03%

STEPHENS INC /AR/

169.24K

Jun 30, 26

+3.75K

0.03%

Advisory Services Network, LLC

166.85K

Jun 30, 26

+15.97K

0.03%

ASSETMARK, INC

165.45K

Jun 30, 26

+16.59K

0.03%

Colonial Trust Co / SC

165.40K

Jun 30, 26

-350

0.03%

Gallagher Fiduciary Advisors, LLC

163.68K

Jun 30, 26

+5.73K

0.03%

Baker Avenue Asset Management, LP

162.83K

Jun 30, 26

-3.20K

0.03%

Aptus Capital Advisors, LLC

162.71K

Jun 30, 26

+23.03K

0.03%

Fairway Financial, LLC

161.71K

Jun 30, 26

+1.68K

0.03%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

159.68K

Jun 30, 26

-233

0.03%

CITIGROUP INC

157.63K

Jun 30, 26

-10.45K

0.03%

COFG Advisors, LLC

156.90K

Jun 30, 26

-26

0.03%

KPP Advisory Services LLC

156.52K

Jun 30, 26

+2.98K

0.03%

Savant Capital, LLC

156.49K

Jun 30, 26

+14.44K

0.03%

BEACON ADVISORS HOLDINGS, LLC

154.87K

Jun 30, 26

-875

0.03%

Resources Investment Advisors, LLC.

153.21K

Jun 30, 26

-1.85K

0.03%

Targeted Financial Services LLC

152.84K

Jun 30, 26

-2.22K

0.03%

DAVIDSON INVESTMENT ADVISORS

151.09K

Jun 30, 26

+10.97K

0.03%

CVA Family Office, LLC

150.92K

Jun 30, 26

+12.97K

0.03%

Summit Financial, LLC

150.70K

Jun 30, 26

-18.05K

0.03%

Capital International Investors

150.17K

Jun 30, 26

+93.57K

0.03%

Forbes Financial Planning, Inc.

148.97K

Jun 30, 26

+435

0.03%

Strategic Wealth Partners, Ltd.

148.08K

Jun 30, 26

-3.02K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

147.53K

Jun 30, 26

-1.97K

0.03%

Brinker Capital Investments, LLC

146.65K

Jun 30, 26

+1.14K

0.03%

CORRECT CAPITAL WEALTH MANAGEMENT

146.03K

Jun 30, 26

-8.85K

0.03%

SFAM, LLC

145.80K

Jun 30, 26

+5.25K

0.03%

FORTE ASSET MANAGEMENT LLC

143.81K

Jun 30, 26

+1.59K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

143.32K

Jun 30, 26

+2.46K

0.03%

FIRST FOUNDATION ADVISORS

143.18K

Jun 30, 26

+8.11K

0.03%

Essex Financial Services, Inc.

142.93K

Jun 30, 26

-1.41K

0.03%

Modus Advisors, LLC

141.84K

Jun 30, 26

+1.93K

0.03%

Legacy Financial Advisors, Inc.

141.80K

Jun 30, 26

-4.01K

0.03%

Shepherd Financial Partners LLC

141.36K

Jun 30, 26

-1.22K

0.03%

Princeton Global Asset Management LLC

139.60K

Jun 30, 26

-10.54K

0.03%

D.A. DAVIDSON & CO.

139.39K

Jun 30, 26

+5.91K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

139.33K

Jun 30, 26

-1.13K

0.03%

Prosperity Consulting Group, LLC

139.28K

Jun 30, 26

-2.09K

0.03%

Aprio Wealth Management, LLC

139.11K

Jun 30, 26

+8.32K

0.03%

MGO ONE SEVEN LLC

138.84K

Jun 30, 26

+4.08K

0.03%

HARBOUR INVESTMENTS, INC.

136.65K

Jun 30, 26

+5.71K

0.03%

HF Advisory Group, LLC

136.47K

Jun 30, 26

+5.62K

0.03%

Capital Investment Counsel, LLC

135.19K

Jun 30, 26

-6.39K

0.03%

Ameritas Advisory Services, LLC

135.13K

Jun 30, 26

+113.96K

0.03%

Premier Path Wealth Partners, LLC

134.52K

Jun 30, 26

-6.02K

0.03%

Strategic Blueprint, LLC

134.24K

Jun 30, 26

-2.31K

0.03%

Bernard Wealth Management Corp.

131.99K

Jun 30, 26

+3.77K

0.03%

CONSILIO WEALTH ADVISORS, LLC

131.65K

Jun 30, 26

-2.73K

0.02%

Custos Family Office, LLC

130.07K

Jun 30, 26

+1.16K

0.02%

Foundations Investment Advisors, LLC

129.59K

Jun 30, 26

+4.42K

0.02%

Crews Bank & Trust

126.95K

Jun 30, 26

+2.24K

0.02%

Stonebridge Financial Planning Group, LLC

126.48K

Jun 30, 26

+1.99K

0.02%

Wright Wealth LLC

125.62K

Jun 30, 26

+9.49K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

125.53K

Jun 30, 26

+9.10K

0.02%

Royal Fund Management, LLC

125.30K

Jun 30, 26

+2.08K

0.02%

Philip James Wealth Mangement, LLC

125.28K

Jun 30, 26

-3.68K

0.02%

Meridian Financial, LLC

123.86K

Jun 30, 26

+478

0.02%

B. Riley Wealth Advisors, Inc.

123.79K

Jun 30, 26

+7.24K

0.02%

Catalytic Wealth RIA, LLC

123.60K

Jun 30, 26

+39.91K

0.02%

Hoese & Co LLP

123.30K

Jun 30, 26

+2.44K

0.02%

AlphaCore Capital LLC

122.98K

Jun 30, 26

+10.63K

0.02%

HighPoint Advisor Group LLC

121.68K

Jun 30, 26

+5.18K

0.02%

Hubbell Strickland Wealth Management, LLC

121.24K

Jun 30, 26

+8.64K

0.02%

YARGER WEALTH STRATEGIES, LLC

120.78K

Jun 30, 26

-1.54K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

120.70K

Jun 30, 26

+4.62K

0.02%

Johnson & White Wealth Management, LLC

120.43K

Jun 30, 26

+2.61K

0.02%

NorthRock Partners, LLC

119.36K

Jun 30, 26

-1.04K

0.02%

PARK AVENUE SECURITIES LLC

119.25K

Jun 30, 26

+5.80K

0.02%

Arkos Global Advisors

118.92K

Jun 30, 26

-1.31K

0.02%

Madson Wealth Advisors Inc

118.53K

Jun 30, 26

+1.58K

0.02%

Sound View Wealth Advisors Group, LLC

118.15K

Jun 30, 26

-22.57K

0.02%

ADG Wealth Management Group, LLC

117.51K

Jun 30, 26

+1.50K

0.02%

Lineweaver Wealth Advisors, LLC

115.47K

Jun 30, 26

-241

0.02%

Avidian Wealth Solutions, LLC

115.37K

Jun 30, 26

+1.28K

0.02%

Professional Financial Advisors, LLC

115.29K

Jun 30, 26

+5.96K

0.02%

Coastal Bridge Advisors, LLC

115.19K

Jun 30, 26

+238

0.02%

Cresset Asset Management, LLC

115.07K

Jun 30, 26

-5.86K

0.02%

FLAGSHIP WEALTH ADVISORS, LLC

115.06K

Jun 30, 26

+34.69K

0.02%

Autumn Glory Partners, LLC

114.63K

Jun 30, 26

+5.46K

0.02%

Crumly & Associates Inc.

114.56K

Jun 30, 26

-831

0.02%

Quad-Cities Investment Group, LLC

114.29K

Jun 30, 26

+4.78K

0.02%

Prota Financial, LLC

114.11K

Jun 30, 26

-39.49K

0.02%

Brookstone Capital Management

114.04K

Jun 30, 26

-92

0.02%

Pearl Planning LLC

113.56K

Jun 30, 26

+7.03K

0.02%

EQ LLC

113.53K

Jun 30, 26

-34.04K

0.02%

Matisse Capital

111.66K

Jun 30, 26

+54

0.02%

TME FINANCIAL, INC.

111.58K

Jun 30, 26

+24.36K

0.02%

Integrated Investment Consultants, LLC

110.84K

Jun 30, 26

-1.59K

0.02%

SOA Wealth Advisors, LLC.

110.65K

Jun 30, 26

-2.81K

0.02%

LGL PARTNERS, LLC

110.63K

Jun 30, 26

+1.59K

0.02%

Houlihan Financial Resource Group, Ltd.

110.50K

Jun 30, 26

+2.88K

0.02%

Keeler THomas Management LLC

110.16K

Jun 30, 26

+110.16K

0.02%

Physician Wealth Advisors, Inc.

107.58K

Jun 30, 26

-4.82K

0.02%

Fiduciary Alliance LLC

107.57K

Jun 30, 26

-1.29K

0.02%

AtlasMark Financial, Inc

106.86K

Jun 30, 26

+9.65K

0.02%

TUDOR INVESTMENT CORP ET AL

106.82K

Jun 30, 26

+41.90K

0.02%

FLAGSTAR ADVISORS INC.

106.73K

Jun 30, 26

+2.96K

0.02%

IEQ CAPITAL, LLC

106.48K

Jun 30, 26

-30.05K

0.02%

BLAIR WILLIAM & CO/IL

106.21K

Jun 30, 26

+13.98K

0.02%

NORTHERN TRUST CORP

104.77K

Jun 30, 26

+1.15K

0.02%

Alhambra Investment Partners LLC

104.32K

Jun 30, 26

-6.21K

0.02%

Tempo Wealth, LLC

104.19K

Jun 30, 26

-4.56K

0.02%

SRS Capital Advisors, Inc.

103.97K

Jun 30, 26

+61.29K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

103.65K

Jun 30, 26

+6.94K

0.02%

VAQUERO PRIVATE WEALTH, LTD

103.39K

Jun 30, 26

+103.39K

0.02%

LEIGH BALDWIN & CO., LLC

103.23K

Jun 30, 26

+10.05K

0.02%

Asset Dedication, LLC

103.14K

Jun 30, 26

-5.21K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

102.80K

Jun 30, 26

+13.27K

0.02%

Diversify Advisory Services, LLC

102.80K

Jun 30, 26

+102.80K

0.02%

Geneos Wealth Management Inc.

101.54K

Jun 30, 26

+7.09K

0.02%

Carr Financial Group Corp

101.45K

Jun 30, 26

+9.08K

0.02%

Connecticut Wealth Management, LLC

101.05K

Jun 30, 26

-46

0.02%

EP Wealth Advisors, LLC

100.82K

Jun 30, 26

+7.52K

0.02%

Wealth Group Ltd

100.10K

Jun 30, 26

-3.77K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

99.52K

Jun 30, 26

+4.39K

0.02%

Towercrest Capital Management

97.67K

Jun 30, 26

+8.69K

0.02%

Concord Wealth Partners

96.75K

Jun 30, 26

-3.85K

0.02%

Csenge Advisory Group

96.21K

Jun 30, 26

+2.21K

0.02%

TD Waterhouse Canada Inc.

96.19K

Jun 30, 26

+227

0.02%

SMITH, MOORE & CO.

96.16K

Jun 30, 26

-1.25K

0.02%

Wealthcare Advisory Partners LLC

94.18K

Jun 30, 26

-1.67K

0.02%

Nest Investments, LLC

91.96K

Jun 30, 26

+3.45K

0.02%

Flagship Capital Management Inc.

91.14K

Jun 30, 26

+545

0.02%

Larson Financial Group LLC

89.61K

Jun 30, 26

+3.19K

0.02%

MARINO, STRAM & ASSOCIATES LLC

88.43K

Jun 30, 26

+5.33K

0.02%

IHT Wealth Management, LLC

87.17K

Jun 30, 26

+6.07K

0.02%

LexAurum Advisors, LLC

86.08K

Jun 30, 26

+4.63K

0.02%

NewEdge Wealth, LLC

85.26K

Jun 30, 26

+3.86K

0.02%

Visionary Wealth Advisors

85.25K

Jun 30, 26

-926

0.02%

GAMMA Investing LLC

85.10K

Jun 30, 26

-225

0.02%

AQR CAPITAL MANAGEMENT LLC

82.34K

Jun 30, 26

+26.05K

0.02%

Stratos Wealth Advisors, LLC

82.19K

Jun 30, 26

-15.10K

0.02%

DDFG, Inc

81.92K

Jun 30, 26

+7.02K

0.02%

Cascade Financial Partners, LLC

81.70K

Jun 30, 26

-199

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

80.42K

Jun 30, 26

-1.11K

0.02%

BIP Wealth, LLC

79.33K

Jun 30, 26

+75.55K

0.02%

PRINCIPAL SECURITIES, INC.

79.16K

Jun 30, 26

-2.00K

0.02%

Sequoia Financial Advisors, LLC

78.94K

Jun 30, 26

-241

0.01%

BENJAMIN EDWARDS INC

78.19K

Jun 30, 26

+4.93K

0.01%

Cornell Pochily Investment Advisors, Inc.

77.90K

Jun 30, 26

-11.75K

0.01%

Pensionmark Financial Group, LLC

77.19K

Jun 30, 26

-3.38K

0.01%

Western Wealth Management, LLC

77.13K

Jun 30, 26

+4.18K

0.01%

Cadia Private Client LLC

76.46K

Jun 30, 26

-2.48K

0.01%

Endowment Wealth Management, Inc.

75.68K

Jun 30, 26

+5.51K

0.01%

JPL Wealth Management, LLC

75.66K

Jun 30, 26

-3.68K

0.01%

PACIFIC FINANCIAL GROUP INC

75.55K

Jun 30, 26

-701

0.01%

Smith Thornton Advisors LLC

75.00K

Jun 30, 26

+5.53K

0.01%

US BANCORP \DE\

74.96K

Jun 30, 26

+1.08K

0.01%

Keenan, LLC

74.42K

Jun 30, 26

-5.65K

0.01%

PINNACLE ASSOCIATES LTD

74.08K

Jun 30, 26

+1.98K

0.01%

Concord Asset Management, LLC/VA

74.02K

Jun 30, 26

-2.50K

0.01%

Financial Perspectives, Inc

73.75K

Jun 30, 26

-1.44K

0.01%

Glen Eagle Advisors, LLC

73.42K

Jun 30, 26

+1.70K

0.01%

Accretive Wealth Partners, LLC

72.37K

Jun 30, 26

+222

0.01%

Merit Financial Group, LLC

72.36K

Jun 30, 26

-11.79K

0.01%

Miracle Mile Advisors, LLC

72.11K

Jun 30, 26

-2.20K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

71.86K

Jun 30, 26

+1.36K

0.01%

First Heartland Consultants, Inc.

71.07K

Jun 30, 26

+47.57K

0.01%

IFP Advisors, Inc

69.09K

Jun 30, 26

+11.50K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

68.79K

Jun 30, 26

-587

0.01%

JB Capital LLC

68.74K

Jun 30, 26

+12.48K

0.01%

Ayrshire Capital Management LLC

68.47K

Jun 30, 26

+53.94K

0.01%

Quantinno Capital Management LP

68.26K

Jun 30, 26

+7.13K

0.01%

Samalin Investment Counsel, LLC

67.59K

Jun 30, 26

+287

0.01%

RENAISSANCE TECHNOLOGIES LLC

66.70K

Jun 30, 26

-31.90K

0.01%

Verdence Capital Advisors LLC

66.15K

Jun 30, 26

+2.32K

0.01%

Tranquility Partners, LLC

65.48K

Jun 30, 26

-2.73K

0.01%

HOWE & RUSLING INC

65.33K

Jun 30, 26

+3.39K

0.01%

CALTON & ASSOCIATES, INC.

65.13K

Jun 30, 26

+2.79K

0.01%

Beacon Financial Advisory LLC

65.07K

Jun 30, 26

+3.45K

0.01%

Lynch Investment Planning, LLC

64.72K

Jun 30, 26

+1.24K

0.01%

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

64.11K

Jun 30, 26

+10.30K

0.01%

Mount Yale Investment Advisors, LLC

63.28K

Jun 30, 26

-2.00K

0.01%

Chicago Partners Investment Group LLC

62.58K

Jun 30, 26

+1.57K

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

62.20K

Jun 30, 26

-1.20K

0.01%

Arete Wealth Advisors, LLC

61.85K

Jun 30, 26

-580

0.01%

QRG CAPITAL MANAGEMENT, INC.

61.41K

Jun 30, 26

+56.41K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

61.38K

Jun 30, 26

-197

0.01%

Farther Finance Advisors, LLC

61.28K

Jun 30, 26

+14.17K

0.01%

Beacon Bridge Wealth Partners, LLC

60.80K

Jun 30, 26

-2.43K

0.01%

SevenBridge Financial Group, LLC

60.11K

Jun 30, 26

+5.96K

0.01%

Family Legacy, Inc.

59.89K

Jun 30, 26

-109

0.01%

Intellus Advisors LLC

59.72K

Jun 30, 26

+2.44K

0.01%

Goldstone Financial Group, LLC

59.36K

Jun 30, 26

-814

0.01%

Perennial Investment Advisors, LLC

58.56K

Jun 30, 26

+22.05K

0.01%

CENTRAL TRUST Co

58.45K

Jun 30, 26

-233

0.01%

RFG Advisory, LLC

58.28K

Jun 30, 26

+2.02K

0.01%

Clarity Asset Management, Inc.

58.02K

Jun 30, 26

+25.54K

0.01%

Measured Wealth Private Client Group, LLC

57.98K

Jun 30, 26

0.01%

Vista Cima Wealth Management LLC

57.83K

Jun 30, 26

+2.06K

0.01%

Buckingham Strategic Partners

57.77K

Jun 30, 26

-7.31K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

57.65K

Jun 30, 26

+8.41K

0.01%

FOCUSED ALPHA, LLC

57.54K

Jun 30, 26

+2.12K

0.01%

Riverbend Wealth Management, LLC

56.96K

Jun 30, 26

+3.45K

0.01%

Integrated Advisors Network LLC

56.80K

Jun 30, 26

+3.03K

0.01%

Milestone Asset Management Group, LLC

56.78K

Jun 30, 26

+190

0.01%

Lantern Wealth Advisors, LLC

56.51K

Jun 30, 26

+2.12K

0.01%

Innovative Wealth Building LLC

56.20K

Jun 30, 26

-3.15K

0.01%

Wealthspire Advisors, LLC

56.19K

Jun 30, 26

+18.85K

0.01%

Directional Asset Management

55.66K

Jun 30, 26

+1.88K

0.01%

Vise Technologies, Inc.

54.91K

Jun 30, 26

+4.27K

0.01%

Indivisible Partners

54.80K

Jun 30, 26

-4.09K

0.01%

RVW Wealth, LLC

54.55K

Jun 30, 26

-734

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

54.42K

Jun 30, 26

-302

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

54.42K

Jun 30, 26

+3.06K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

54.32K

Jun 30, 26

-7.37K

0.01%

BROWN ADVISORY INC

53.85K

Jun 30, 26

+6.07K

0.01%

Thrive Capital Management, LLC

53.83K

Jun 30, 26

-2.08K

0.01%

Keystone Financial Group

53.38K

Jun 30, 26

+2.25K

0.01%

PERRYMAN FINANCIAL ADVISORY INC /AD

52.68K

Jun 30, 26

+46

0.01%

Ring Mountain Capital, LLC

52.20K

Jun 30, 26

+264

0.01%

Norway Savings Bank

51.76K

Jun 30, 26

+1.27K

0.01%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

51.65K

Jun 30, 26

+5.20K

0.01%

Guidance Point Advisors, LLC

50.62K

Jun 30, 26

-777

0.01%

ASPIRIANT, LLC

50.22K

Jun 30, 26

+18.57K

0.01%

Smartleaf Asset Management LLC

50.14K

Jun 30, 26

0.01%

Snowden Capital Advisors LLC

49.86K

Jun 30, 26

+1.54K

0.01%

Texas Capital Bank Wealth Management Services Inc

49.79K

Jun 30, 26

-275

0.01%

NATIONAL BANK OF CANADA /FI/

49.71K

Jun 30, 26

+16.50K

0.01%

4J Wealth Management LLC

49.43K

Jun 30, 26

+12.87K

0.01%

Pinnacle Financial Partners, Inc.

49.22K

Jun 30, 26

+770

0.01%

WBH ADVISORY INC

49.17K

Jun 30, 26

+698

0.01%

GRIMES & COMPANY, INC.

47.58K

Jun 30, 26

+2.45K

0.01%

Ironwood Investment Counsel, LLC

47.52K

Jun 30, 26

+47.52K

0.01%

Weaver Consulting Group

47.49K

Jun 30, 26

+737

0.01%

Cambridge Financial Group, LLC

46.38K

Jun 30, 26

-6.24K

0.01%

Oak Asset Management, LLC

46.16K

Jun 30, 26

+200

0.01%

Independent Solutions Wealth Management, LLC

45.95K

Jun 30, 26

+45.95K

0.01%

Fermata Advisors, LLC

45.67K

Jun 30, 26

-1.23K

0.01%

BANK OF MONTREAL /CAN/

45.27K

Jun 30, 26

+4.93K

0.01%

AE Wealth Management LLC

45.26K

Jun 30, 26

+559

0.01%

MBE Wealth Management, LLC

45.04K

Jun 30, 26

-944

0.01%

Vision Retirement, LLC

44.91K

Jun 30, 26

-32

0.01%

CIBC WORLD MARKET INC.

44.91K

Jun 30, 26

+1.49K

0.01%

Financial Concepts Unlimited, Inc.

44.81K

Jun 30, 26

+387

0.01%

Oak Barrel Wealth Advisory LLC

44.47K

Jun 30, 26

+44.47K

0.01%

Flavin Financial Services, Inc.

42.09K

Jun 30, 26

+1.98K

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

42.02K

Jun 30, 26

+2.02K

0.01%

VestGen Advisors, LLC

42.00K

Jun 30, 26

-1.43K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

41.85K

Jun 30, 26

+4.54K

0.01%

Storen Legacy Partners, LLC

41.71K

Jun 30, 26

-2.63K

0.01%

RED CRANE WEALTH MANAGEMENT, LLC

41.56K

Jun 30, 26

+896

0.01%

Winthrop Advisory Group LLC

41.20K

Jun 30, 26

-34

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

41.02K

Jun 30, 26

+2.40K

0.01%

BROWN BROTHERS HARRIMAN & CO

40.91K

Jun 30, 26

0.01%

Echo Wealth Management, LLC

40.79K

Jun 30, 26

+1.92K

0.01%

WCG Wealth Advisors LLC

40.74K

Jun 30, 26

-5.18K

0.01%

Bonfire Financial

40.73K

Jun 30, 26

+1.06K

0.01%

Summit Wealth Partners, LLC

40.61K

Jun 30, 26

+1.30K

0.01%

Centerpoint Advisory Group

40.18K

Jun 30, 26

+916

0.01%

Kohmann Bosshard Financial Services, LLC

40.17K

Jun 30, 26

-261

0.01%

Tennessee Valley Asset Management Partners

39.77K

Jun 30, 26

+245

0.01%

GSG Advisors LLC

39.42K

Jun 30, 26

-919

0.01%

Symphony Financial, Ltd. Co.

39.20K

Jun 30, 26

+17.23K

0.01%

Alliance Wealth Management Group

39.17K

Jun 30, 26

+8.92K

0.01%

MFA Wealth Services

38.29K

Jun 30, 26

-116

0.01%

Thompson David Blair

38.08K

Jun 30, 26

+4.94K

0.01%

AssuredPartners Investment Advisors, LLC

37.94K

Jun 30, 26

+14.54K

0.01%

Forza Wealth Management, LLC

37.69K

Jun 30, 26

0.01%

APS Management Group, Inc.

37.39K

Jun 30, 26

-921

0.01%

MITCHELL MCLEOD PUGH & WILLIAMS INC

37.29K

Jun 30, 26

0.01%

Advisory Alpha, LLC

36.58K

Jun 30, 26

-718

0.01%

ISLAY CAPITAL MANAGEMENT, LLC

36.22K

Jun 30, 26

+2.85K

0.01%

KCM INVESTMENT ADVISORS LLC

35.99K

Jun 30, 26

-3.00K

0.01%

Counterweight Ventures, LLC

35.97K

Jun 30, 26

-314

0.01%

Wedmont Private Capital

35.79K

Jun 30, 26

-1.45K

0.01%

Old Mission Investment Co LLC

35.60K

Jun 30, 26

+35.60K

0.01%

CoreCap Advisors, LLC

35.56K

Jun 30, 26

+1.88K

0.01%

Lido Advisors, LLC

35.48K

Jun 30, 26

+7.39K

0.01%

Quest 10 Wealth Builders, Inc.

34.47K

Jun 30, 26

+6.36K

0.01%

Ruggaard & Associates LLC

34.28K

Jun 30, 26

+3.63K

0.01%

Fingerlakes Wealth Management, Inc.

34.08K

Jun 30, 26

+2.84K

0.01%

Probity Advisors, Inc.

33.96K

Jun 30, 26

-508

0.01%

FULTON BANK, N.A.

33.72K

Jun 30, 26

+33.72K

0.01%

Crewe Advisors LLC

33.38K

Jun 30, 26

+2.28K

0.01%

BEACON FINANCIAL PLANNING, INC

33.16K

Jun 30, 26

+1.76K

0.01%

Neuberger Berman Group LLC

33.12K

Jun 30, 26

-1.27K

0.01%

Westfuller Advisors, LLC

32.94K

Jun 30, 26

+862

0.01%

Financial Insights, Inc.

32.64K

Jun 30, 26

-374

0.01%

TD Capital Management LLC

32.54K

Jun 30, 26

-545

0.01%

Southland Equity Partners LLC

32.50K

Jun 30, 26

-86

0.01%

Gallacher Capital Management LLC

32.20K

Jun 30, 26

+20

0.01%

HAZLETT, BURT & WATSON, INC.

32.09K

Jun 30, 26

-2.95K

0.01%

OMNI 360 Wealth, Inc.

32.01K

Jun 30, 26

-6.89K

0.01%

OpenArc Corporate Advisory, LLC

31.76K

Jun 30, 26

+2.80K

0.01%

Global Wealth Management Investment Advisory, Inc.

31.74K

Jun 30, 26

+1.25K

0.01%

Mirae Asset Global Investments Co., Ltd.

31.50K

Jun 30, 26

+2.00K

0.01%

Bouvel Investment Partners, LLC

31.47K

Jun 30, 26

+970

0.01%

Objective Capital Management, LLC

31.45K

Jun 30, 26

+853

0.01%

Post Resch Tallon Group Inc.

31.35K

Jun 30, 26

+703

0.01%

MidAtlantic Capital Management, Inc.

31.01K

Jun 30, 26

0.01%

Patriot Financial Group Insurance Agency, LLC

30.91K

Jun 30, 26

-31.33K

0.01%

BAILARD, INC.

30.91K

Jun 30, 26

+1.55K

0.01%

Sterling Wealth Advisors Inc

30.90K

Jun 30, 26

0.01%

Selby Wealth Management, LLC

30.49K

Jun 30, 26

-46

0.01%

Curated Wealth Partners LLC

30.46K

Jun 30, 26

0.01%

Sowa Financial Group, Inc.

30.38K

Jun 30, 26

-273

0.01%

Sterling Investment Counsel, LLC

30.19K

Jun 30, 26

-470

0.01%

Centurion Wealth Management LLC

30.14K

Jun 30, 26

+359

0.01%

McKinley Carter Wealth Services, Inc.

30.07K

Jun 30, 26

+429

0.01%

Keudell/Morrison Wealth Management

30.04K

Jun 30, 26

0.01%

LMCG INVESTMENTS, LLC

29.79K

Jun 30, 26

-568

0.01%

SPIREPOINT PRIVATE CLIENT, LLC

29.70K

Jun 30, 26

+783

0.01%

First Bancorp, Inc /ME/

29.68K

Jun 30, 26

+3.35K

0.01%

Pacific Park Financial, Inc.

29.43K

Jun 30, 26

+13.58K

0.01%

WHALEROCK POINT PARTNERS, LLC

29.42K

Jun 30, 26

0.01%

Spire Wealth Management

29.36K

Jun 30, 26

+832

0.01%

Gateway Wealth Partners, LLC

28.87K

Jun 30, 26

-24.12K

0.01%

Core Wealth Advisors, Inc.

28.85K

Jun 30, 26

+21.93K

0.01%

Northside Capital Management, LLC

28.70K

Jun 30, 26

0.01%

Hilltop Holdings Inc.

28.55K

Jun 30, 26

-17.19K

0.01%

BLUEDOOR PRIVATE WEALTH, LLC

28.53K

Jun 30, 26

+290

0.01%

Ellis Investment Partners, LLC

28.45K

Jun 30, 26

-446

0.01%

Prism Advisors, Inc.

28.22K

Jun 30, 26

+214

0.01%

DRIVE WEALTH MANAGEMENT, LLC

28.17K

Jun 30, 26

+42

0.01%

Atomi Financial Group, Inc.

28.00K

Jun 30, 26

-1.97K

0.01%

Vanguard National Trust Co

27.72K

Jun 30, 26

0.01%

Gouws Capital LLC

27.68K

Jun 30, 26

-894

0.01%

Rodgers & Associates, LTD

27.68K

Jun 30, 26

-523

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

27.67K

Jun 30, 26

+305

0.01%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

27.41K

Jun 30, 26

+7.80K

0.01%

180 WEALTH ADVISORS, LLC

27.34K

Jun 30, 26

-7.11K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

27.25K

Jun 30, 26

+179

0.01%

Sound Stewardship, LLC

27.21K

Jun 30, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

27.19K

Jun 30, 26

-1.26K

0.01%

Emissary Wealth LLC

27.07K

Jun 30, 26

-1.16K

0.01%

Venture Visionary Partners LLC

27.01K

Jun 30, 26

+3.95K

0.01%

Retirement Planning Group

26.77K

Jun 30, 26

-4.29K

0.01%

Beckerman Institutional, LLC

26.74K

Jun 30, 26

-39

0.01%

Clear Creek Financial Management, LLC

26.38K

Jun 30, 26

+910

0.01%

Onyx Bridge Wealth Group LLC

26.28K

Jun 30, 26

-1.46K

0.00%

USAdvisors Wealth Management, LLC

26.27K

Jun 30, 26

+371

0.00%

Williams & Novak, LLC

26.17K

Jun 30, 26

-1.10K

0.00%

CAMDEN NATIONAL BANK

26.14K

Jun 30, 26

-165

0.00%

Mendel Money Management

25.91K

Jun 30, 26

+3.15K

0.00%

PFG Advisors

25.66K

Jun 30, 26

+202

0.00%

Certified Advisory Corp

25.60K

Jun 30, 26

+82

0.00%

Biondo Investment Advisors, LLC

25.35K

Jun 30, 26

+420

0.00%

SCOTIA CAPITAL INC.

25.07K

Jun 30, 26

-645

0.00%

CULLEN/FROST BANKERS, INC.

25.06K

Jun 30, 26

-1.92K

0.00%

Jackson Wealth Management, LLC

24.93K

Jun 30, 26

-206.08K

0.00%

Decker Retirement Planning Inc.

24.71K

Jun 30, 26

+3.84K

0.00%

DecisionMap Wealth Management, LLC

24.39K

Jun 30, 26

+2.18K

0.00%

TritonPoint Partners, LLC

24.27K

Jun 30, 26

-789

0.00%

NOTTINGHAM ADVISORS, INC.

24.12K

Jun 30, 26

0.00%

FIRST NATIONAL TRUST CO

23.99K

Jun 30, 26

+188

0.00%

ROMAN BUTLER FULLERTON & CO

23.92K

Jun 30, 26

+1.88K

0.00%

MISSION WEALTH MANAGEMENT, LP

23.74K

Jun 30, 26

+4.92K

0.00%

IFG Advisory, LLC

23.73K

Jun 30, 26

+23.73K

0.00%

Kapstone Financial Advisors LLC

23.73K

Jun 30, 26

+221

0.00%

Legacy Wealth Advisors, LLC

23.62K

Jun 30, 26

0.00%

Claro Advisors LLC

23.61K

Jun 30, 26

+4.67K

0.00%

Ranch Capital Advisors Inc.

23.55K

Jun 30, 26

+1.28K

0.00%

GSB Wealth Management, LLC

23.54K

Jun 30, 26

-150

0.00%

Apollon Wealth Management, LLC

23.42K

Jun 30, 26

-2.48K

0.00%

Holistic Planning, LLC

23.41K

Jun 30, 26

+3.60K

0.00%

ORG Wealth Partners, LLC

23.27K

Jun 30, 26

+579

0.00%

GLENMEDE TRUST CO NA

22.92K

Jun 30, 26

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

22.89K

Jun 30, 26

-1.16K

0.00%

Addison Capital Co

22.65K

Jun 30, 26

+4.94K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

22.61K

Jun 30, 26

+475

0.00%

CreativeOne Wealth, LLC

22.54K

Jun 30, 26

-10.69K

0.00%

Financial Engines Advisors L.L.C.

22.52K

Jun 30, 26

-491

0.00%

Empowered Funds, LLC

22.47K

Jun 30, 26

-761

0.00%

Joel Isaacson & Co., LLC

22.42K

Jun 30, 26

-1.80K

0.00%

Pine Harbor Wealth Management, LLC

22.23K

Jun 30, 26

0.00%

Investor's Fiduciary Advisor Network, LLC

22.10K

Jun 30, 26

+136

0.00%

Adviser Investments LLC

22.05K

Jun 30, 26

+769

0.00%

Cambria Investment Management, L.P.

22.02K

Jun 30, 26

-192

0.00%

Teamwork Financial Advisors, LLC

21.96K

Jun 30, 26

+1.01K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

21.67K

Jun 30, 26

+7.37K

0.00%

Bryn Mawr Capital Management, LLC

21.66K

Jun 30, 26

+1.58K

0.00%

Mayflower Financial Advisors, LLC

21.61K

Jun 30, 26

-172

0.00%

ShoreHaven Wealth Partners, LLC

21.42K

Jun 30, 26

-762

0.00%

Pallas Capital Advisors LLC

21.37K

Jun 30, 26

+814

0.00%

Fort Point Capital Partners LLC

21.28K

Jun 30, 26

+5.01K

0.00%

Investment Partners Asset Management, Inc.

21.17K

Jun 30, 26

+3.37K

0.00%

Quadrant Private Wealth Management, LLC

21.16K

Jun 30, 26

+1.03K

0.00%

ARWA LLC

21.05K

Jun 30, 26

+21.05K

0.00%

SNOWWATER INVESTMENT PARTNERS, LLC

20.98K

Jun 30, 26

+2.75K

0.00%

Pasadena Private Wealth, LLC

20.90K

Jun 30, 26

+3.29K

0.00%

Occidental Asset Management, LLC

20.89K

Jun 30, 26

0.00%

Parallel Advisors, LLC

20.60K

Jun 30, 26

+4.40K

0.00%

Ausdal Financial Partners, Inc.

20.53K

Jun 30, 26

+527

0.00%

Clearstead Advisors, LLC

20.24K

Jun 30, 26

+14.11K

0.00%

Alteri Wealth LLC

20.19K

Jun 30, 26

+449

0.00%

Fiduciary Group LLC

20.13K

Jun 30, 26

-1.65K

0.00%

Opulen Financial Group LLC

20.07K

Jun 30, 26

+99

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

19.93K

Jun 30, 26

+8.24K

0.00%

BEAM WEALTH ADVISORS, INC.

19.91K

Jun 30, 26

-1.36K

0.00%

Prime Capital Investment Advisors, LLC

19.84K

Jun 30, 26

-1.25K

0.00%

Signal Advisors Wealth, LLC

19.77K

Jun 30, 26

+397

0.00%

Cedarwood Wealth LLC

19.62K

Jun 30, 26

+2.40K

0.00%

Insight Advisors, LLC/ PA

19.43K

Jun 30, 26

+1.07K

0.00%

High Net Worth Advisory Group LLC

19.13K

Jun 30, 26

0.00%

Summit Financial Wealth Advisors, LLC

19.12K

Jun 30, 26

+37

0.00%

Pinnacle Wealth Management Advisory Group, LLC

19.08K

Jun 30, 26

+1.64K

0.00%

Icon Wealth Advisors, LLC

19.02K

Jun 30, 26

-418

0.00%

VALLEY NATIONAL ADVISERS INC

18.91K

Jun 30, 26

+156

0.00%

CRA Financial Services, LLC

18.81K

Jun 30, 26

-1.64K

0.00%

HARBOR ADVISORY CORP /MA/

18.76K

Jun 30, 26

-567

0.00%

Koshinski Asset Management, Inc.

18.73K

Jun 30, 26

+723

0.00%

BOS Asset Management, LLC

18.57K

Jun 30, 26

+1.26K

0.00%

Avantra Family Wealth, Inc.

18.47K

Jun 30, 26

+294

0.00%

Bluesphere Advisors, LLC

18.40K

Jun 30, 26

+2.78K

0.00%

Blake Schutter Theil Wealth Advisors, LLC

18.15K

Jun 30, 26

0.00%

Elite Financial, Inc.

18.11K

Jun 30, 26

0.00%

Immaculate Wealth Management LLC

18.10K

Jun 30, 26

+268

0.00%

NWAM LLC

18.10K

Jun 30, 26

+37

0.00%

Essex Savings Bank

17.95K

Jun 30, 26

0.00%

NCM Capital Management, LLC

17.86K

Jun 30, 26

-860

0.00%

NORDEN GROUP LLC

17.67K

Jun 30, 26

+62

0.00%

Worth Asset Management, LLC

17.67K

Jun 30, 26

+2.65K

0.00%

NAPLES GLOBAL ADVISORS, LLC

17.61K

Jun 30, 26

-70

0.00%

Sound Financial Strategies Group, LLC

17.59K

Jun 30, 26

+247

0.00%

McLean Asset Management Corp

17.55K

Jun 30, 26

+385

0.00%

Capital Investment Advisory Services, LLC

17.45K

Jun 30, 26

-2.27K

0.00%

PRIVATE TRUST CO NA

17.44K

Jun 30, 26

+1.39K

0.00%

Cartesian Growth Corp

17.43K

Jun 30, 26

+17.43K

0.00%

Brio Consultants, LLC

17.41K

Jun 30, 26

-435

0.00%

JOHNSON INVESTMENT COUNSEL INC

17.38K

Jun 30, 26

+4.59K

0.00%

EHRLICH FINANCIAL GROUP

17.30K

Jun 30, 26

-256

0.00%

Wealth Management Associates, Inc.

17.27K

Jun 30, 26

+211

0.00%

CENTAURUS FINANCIAL, INC.

17.23K

Jun 30, 26

+3.34K

0.00%

Freestate Advisors LLC

17.18K

Jun 30, 26

+64

0.00%

Human Investing LLC

17.06K

Jun 30, 26

+28

0.00%

Invst, LLC

16.99K

Jun 30, 26

-147

0.00%

MOSAIC FINANCIAL GROUP, LLC

16.71K

Jun 30, 26

0.00%

Y-Intercept (Hong Kong) Ltd

16.64K

Jun 30, 26

+6.66K

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

16.57K

Jun 30, 26

0.00%

Smithfield Trust Co

16.39K

Jun 30, 26

0.00%

ATX Financial Planning, LLC

16.36K

Jun 30, 26

-14.02K

0.00%

COMMERCE BANK

16.35K

Jun 30, 26

+1.20K

0.00%

Magnus Financial Group LLC

16.25K

Jun 30, 26

+377

0.00%

Sequent Planning LLC

16.18K

Jun 30, 26

-1.34K

0.00%

D. E. Shaw & Co., Inc.

16.12K

Jun 30, 26

+16.12K

0.00%

TCG Advisory Services, LLC

16.11K

Jun 30, 26

+3.63K

0.00%

Ipsen Advisor Group LLC

16.05K

Jun 30, 26

+51

0.00%

Main Street Financial Solutions, LLC

15.98K

Jun 30, 26

-50

0.00%

Freestone Capital Holdings, LLC

15.98K

Jun 30, 26

-7.11K

0.00%

Sovran Advisors, LLC

15.91K

Jun 30, 26

+373

0.00%

CIBC Bancorp USA Inc.

15.85K

Jun 30, 26

-2.33K

0.00%

ROTHSCHILD INVESTMENT LLC

15.79K

Jun 30, 26

+8.03K

0.00%

Paladin Advisory Group, LLC

15.79K

Jun 30, 26

0.00%

GeoWealth Management, LLC

15.70K

Jun 30, 26

+383

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

15.63K

Jun 30, 26

-180

0.00%

IPG Investment Advisors LLC

15.57K

Jun 30, 26

0.00%

INVESTMENT PARTNERS, LTD.

15.57K

Jun 30, 26

-108

0.00%

Balentine LLC

15.47K

Jun 30, 26

0.00%

Skyline Advisors, Inc.

15.34K

Jun 30, 26

+1.76K

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

15.22K

Jun 30, 26

0.00%

Cascades Capital Asset Management, LLC

15.20K

Jun 30, 26

+43

0.00%

Cauble & Harre Wealth Management, Inc.

15.18K

Jun 30, 26

+1.00K

0.00%

LaSalle St. Investment Advisors, LLC

15.07K

Jun 30, 26

+689

0.00%

Opal Wealth Advisors, LLC

15.04K

Jun 30, 26

+204

0.00%

Commonwealth Financial Services, LLC

15.04K

Jun 30, 26

-165

0.00%

LBMC INVESTMENT ADVISORS, LLC

15.00K

Jun 30, 26

0.00%

Legacy Trust

14.99K

Jun 30, 26

0.00%

ARQ WEALTH ADVISORS, LLC

14.86K

Jun 30, 26

-97.38K

0.00%

Krilogy Financial LLC

14.84K

Jun 30, 26

-317

0.00%

Stokes Family Office, LLC

14.83K

Jun 30, 26

0.00%

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

14.76K

Jun 30, 26

-151

0.00%

MONECO Advisors, LLC

14.70K

Jun 30, 26

+14.70K

0.00%

Qube Research & Technologies Ltd

14.68K

Jun 30, 26

+10.71K

0.00%

NOVEM GROUP

14.64K

Jun 30, 26

+1.66K

0.00%

Cyndeo Wealth Partners, LLC

14.61K

Jun 30, 26

+10

0.00%

CITIZENS FINANCIAL GROUP INC/RI

14.54K

Jun 30, 26

-62

0.00%

PW Nova Financial Services LLC

14.51K

Jun 30, 26

-1.05K

0.00%

National Philanthropic Trust

14.50K

Jun 30, 26

0.00%

Valeo Financial Advisors, LLC

14.49K

Jun 30, 26

-1.91K

0.00%

LongView Wealth Management

14.41K

Jun 30, 26

-693

0.00%

Calamos Wealth Management LLC

14.40K

Jun 30, 26

+10.72K

0.00%

Atlantic Union Bankshares Corp

14.27K

Jun 30, 26

+4.24K

0.00%

Advance Capital Management, Inc.

14.26K

Jun 30, 26

-950

0.00%

EVERPAR ADVISORS LLC

14.23K

Jun 30, 26

+4.71K

0.00%

BRIGHTON JONES LLC

14.02K

Jun 30, 26

+2.34K

0.00%

Betterment LLC

13.98K

Jun 30, 26

+5.72K

0.00%

Coquina Private Wealth LLC

13.93K

Jun 30, 26

+26

0.00%

Bolthouse Investments, LLC

13.89K

Jun 30, 26

+5.67K

0.00%

Investment Advisory Group, LLC

13.79K

Jun 30, 26

+18

0.00%

Fort Sheridan Advisors LLC

13.74K

Jun 30, 26

+1.99K

0.00%

BESSEMER GROUP INC

13.73K

Jun 30, 26

+527

0.00%

Arrowroot Family Office, LLC

13.60K

Jun 30, 26

+3.96K

0.00%

WARNER FINANCIAL, INC

13.55K

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

13.51K

Jun 30, 26

+2.98K

0.00%

Delos Wealth Advisors, LLC

13.47K

Jun 30, 26

0.00%

Modera Wealth Management, LLC

13.37K

Jun 30, 26

+1.94K

0.00%

Newbridge Financial Services Group, Inc.

13.35K

Jun 30, 26

-447

0.00%

OXFORD FINANCIAL GROUP LTD

13.34K

Jun 30, 26

-235

0.00%

Daybright Advisory Services, Inc.

13.33K

Jun 30, 26

+244

0.00%

ARS Investment Partners, LLC

13.26K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

13.25K

Jun 30, 26

0.00%

WealthCare Investment Partners, LLC

13.22K

Jun 30, 26

+180

0.00%

Clarus Wealth Advisors

13.01K

Jun 30, 26

+1.58K

0.00%

ALLIUM FINANCIAL ADVISORS, LLC

13.00K

Jun 30, 26

0.00%

Focus Financial Network, Inc.

12.94K

Jun 30, 26

+1.26K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

12.92K

Jun 30, 26

+1.42K

0.00%

EASTERN BANK

12.92K

Jun 30, 26

-372

0.00%

Haverford Trust Co

12.84K

Jun 30, 26

-2.01K

0.00%

Ronald Blue Trust, Inc.

12.78K

Jun 30, 26

+6.24K

0.00%

ELEMENT POINTE ADVISORS, LLC

12.77K

Jun 30, 26

-3.35K

0.00%

Modern Wealth Management, LLC

12.77K

Jun 30, 26

+337

0.00%

Resonant Capital Advisors, LLC

12.58K

Jun 30, 26

0.00%

Rollins Financial Advisors, LLC

12.57K

Jun 30, 26

+3.92K

0.00%

Astoria Portfolio Advisors LLC.

12.53K

Jun 30, 26

0.00%

Root Financial Partners, LLC

12.44K

Jun 30, 26

+811

0.00%

MWA Asset Management

12.40K

Jun 30, 26

-369

0.00%

Herold Advisors, Inc.

12.35K

Jun 30, 26

+701

0.00%

Flagship Private Wealth, LLC

12.28K

Jun 30, 26

+104

0.00%

Central Pacific Bank - Trust Division

12.23K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

12.12K

Jun 30, 26

+45

0.00%

ADELL HARRIMAN & CARPENTER INC

12.11K

Jun 30, 26

+125

0.00%

Linscomb & Williams, Inc.

12.05K

Jun 30, 26

-608

0.00%

Element Wealth, LLC

12.04K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

12.02K

Jun 30, 26

-1.29K

0.00%

Walkner Condon Financial Advisors LLC

12.00K

Jun 30, 26

-155

0.00%

American State Bank (Iowa)

11.99K

Jun 30, 26

-50

0.00%

Raab & Moskowitz Asset Management LLC

11.99K

Jun 30, 26

-358

0.00%

RMB Capital Management, LLC

11.97K

Jun 30, 26

-2.93K

0.00%

M&T BANK CORP

11.95K

Jun 30, 26

+600

0.00%

Roxbury Financial LLC

11.94K

Jun 30, 26

+16

0.00%

Prospect Financial Services LLC

11.91K

Jun 30, 26

+4.32K

0.00%

Biltmore Family Office, LLC

11.88K

Jun 30, 26

+1.64K

0.00%

Insight Wealth Strategies, LLC

11.88K

Jun 30, 26

-15

0.00%

PKS Advisory Services, LLC

11.88K

Jun 30, 26

-5.64K

0.00%

Evernest Financial Advisors, LLC

11.80K

Jun 30, 26

0.00%

Gilbert Capital Group, Inc.

11.77K

Jun 30, 26

-258

0.00%

Strategic Financial Concepts, LLC

11.69K

Jun 30, 26

-47.33K

0.00%

UNIVEST FINANCIAL Corp

11.58K

Jun 30, 26

+37

0.00%

Glenview Trust Co

11.57K

Jun 30, 26

+1.74K

0.00%

River Wealth Advisors LLC

11.52K

Jun 30, 26

-680

0.00%

Monetary Solutions, Ltd

11.44K

Jun 30, 26

+2.29K

0.00%

Savvy Advisors, Inc.

11.37K

Jun 30, 26

+750

0.00%

Arsenal Capital Advisors LLC

11.34K

Jun 30, 26

+2.11K

0.00%

Financial Network Wealth Management LLC

11.32K

Jun 30, 26

0.00%

Compass Financial Services Inc

11.32K

Jun 30, 26

+18

0.00%

PFG Investments, LLC

11.30K

Jun 30, 26

+724

0.00%

Pioneer Family Office, LLC

11.18K

Jun 30, 26

+2.05K

0.00%

SYON CAPITAL LLC

11.18K

Jun 30, 26

+100

0.00%

Hobbs Group Advisors, LLC

11.16K

Jun 30, 26

-189

0.00%

GTS SECURITIES LLC

11.08K

Jun 30, 26

+11.08K

0.00%

SigFig Wealth Management, LLC

10.88K

Jun 30, 26

+507

0.00%

Zhang Financial LLC

10.78K

Jun 30, 26

-1.23K

0.00%

Helen Stephens Group, LLC

10.78K

Jun 30, 26

-207

0.00%

Edgestream Partners, L.P.

10.60K

Jun 30, 26

+7.00K

0.00%

Principle Wealth Partners LLC

10.53K

Jun 30, 26

-139

0.00%

Beacon Harbor Wealth Advisors, Inc.

10.51K

Jun 30, 26

0.00%

Advocacy Wealth Management Services, LLC

10.47K

Jun 30, 26

-219

0.00%

Caprock Group, LLC

10.46K

Jun 30, 26

-1

0.00%

Latitude Advisors, LLC

10.45K

Jun 30, 26

-7

0.00%

Triad Wealth Partners, LLC

10.43K

Jun 30, 26

+3.79K

0.00%

LIBERTY WEALTH MANAGEMENT LLC

10.43K

Jun 30, 26

0.00%

Cardinal Point Capital Management, ULC

10.41K

Jun 30, 26

-103

0.00%

Round Rock Advisors, LLC

10.38K

Jun 30, 26

+82

0.00%

Cornerstone Wealth Group, LLC

10.29K

Jun 30, 26

+20

0.00%

Ancora Advisors, LLC

10.28K

Jun 30, 26

-4.72K

0.00%

Dana Investment Advisors, Inc.

10.28K

Jun 30, 26

-357

0.00%

MSH Capital Advisors LLC

10.25K

Jun 30, 26

+887

0.00%

Pinnacle Financial Group, LLC / IL

10.18K

Jun 30, 26

+373

0.00%

LifePlan Financial, LLC

10.14K

Jun 30, 26

-198

0.00%

PCA Investment Advisory Services Inc.

10.13K

Jun 30, 26

+13

0.00%

HBW Advisory Services LLC

10.07K

Jun 30, 26

-590

0.00%

StoneX Group Inc.

10.05K

Jun 30, 26

+810

0.00%

Horizon Investment Services, LLC

10.04K

Jun 30, 26

-199

0.00%

RIK SAYLOR FINANCIAL, INC.

10.00K

Jun 30, 26

-221

0.00%

Allen Capital Group, LLC

9.90K

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

9.84K

Jun 30, 26

+70

0.00%

West Wealth Group, LLC

9.82K

Jun 30, 26

-1.04K

0.00%

ALBION FINANCIAL GROUP /UT

9.81K

Jun 30, 26

-563

0.00%

FIRST MANHATTAN CO. LLC.

9.81K

Jun 30, 26

+1.55K

0.00%

Montis Financial, LLC

9.80K

Jun 30, 26

-1.65K

0.00%

W ADVISORS, LLC

9.70K

Jun 30, 26

0.00%

BRASADA CAPITAL MANAGEMENT, LP

9.64K

Jun 30, 26

-366

0.00%

Sovereign Financial Group, Inc.

9.58K

Jun 30, 26

+3.32K

0.00%

Ashton Thomas Private Wealth, LLC

9.56K

Jun 30, 26

+8.78K

0.00%

Hanson & Doremus Investment Management

9.51K

Jun 30, 26

0.00%

Alta Wealth Advisors LLC

9.50K

Jun 30, 26

+1.43K

0.00%

Signet Private Wealth LLC

9.50K

Jun 30, 26

+9.50K

0.00%

McAdam, LLC

9.48K

Jun 30, 26

-2.87K

0.00%

Hegarty Advisors, LLC

9.45K

Jun 30, 26

+1.30K

0.00%

Ignite Planners, LLC

9.43K

Jun 30, 26

+304

0.00%

Guardian Capital, LLC

9.37K

Jun 30, 26

-1.32K

0.00%

CVFG LLC

9.32K

Jun 30, 26

-248

0.00%

City State Bank

9.31K

Jun 30, 26

+295

0.00%

Allred Capital Management, LLC

9.24K

Jun 30, 26

+3.13K

0.00%

CHILTON INVESTMENT CO INC.

9.21K

Jun 30, 26

0.00%

WEALTH EFFECTS LLC

9.21K

Jun 30, 26

+314

0.00%

Carnegie Capital Asset Management, LLC

9.21K

Jun 30, 26

-1.16K

0.00%

TRUST CO OF VERMONT

9.14K

Jun 30, 26

+9.14K

0.00%

Geneva Partners, LLC

9.09K

Jun 30, 26

+937

0.00%

Investment Research Partners LLC

8.97K

Jun 30, 26

-1.04K

0.00%

Facet Wealth, Inc.

8.91K

Jun 30, 26

+3.58K

0.00%

ASL Financial, LLC

8.91K

Jun 30, 26

+513

0.00%

Vines Capital Management, LLC

8.90K

Jun 30, 26

+107

0.00%

Kovitz Investment Group Partners, LLC

8.82K

Jun 30, 26

+2.92K

0.00%

Golden State Wealth Management, LLC

8.79K

Jun 30, 26

+128

0.00%

Perigon Wealth Management, LLC

8.79K

Jun 30, 26

+188

0.00%

Financial Partners Group, Inc

8.78K

Jun 30, 26

+251

0.00%

WELCH & FORBES LLC

8.76K

Jun 30, 26

+3.80K

0.00%

ANCHYRA PARTNERS LLC

8.65K

Jun 30, 26

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

8.60K

Jun 30, 26

-1.63K

0.00%

TRUE Private Wealth Advisors

8.60K

Jun 30, 26

+127

0.00%

MONEY CONCEPTS CAPITAL CORP

8.58K

Jun 30, 26

-20.88K

0.00%

Michels Family Financial, LLC

8.52K

Jun 30, 26

-562

0.00%

Forefront Wealth Partners, LLC

8.52K

Jun 30, 26

+8.52K

0.00%

Sunburst Financial Group, LLC

8.50K

Jun 30, 26

-638

0.00%

Fidelis Wealth Advisors LLC

8.49K

Jun 30, 26

+37

0.00%

XY Planning Network, Inc.

8.49K

Jun 30, 26

+8.49K

0.00%

VANGUARD ADVISERS INC

8.48K

Jun 30, 26

+1.16K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

8.39K

Jun 30, 26

-248

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

8.38K

Jun 30, 26

0.00%

EFG International AG

8.38K

Jun 30, 26

-548

0.00%

Dorsey & Whitney Trust CO LLC

8.37K

Jun 30, 26

0.00%

Jordan Park Group LLC

8.29K

Jun 30, 26

0.00%

Scott & Selber, Inc.

8.24K

Jun 30, 26

0.00%

Rehmann Capital Advisory Group

8.24K

Jun 30, 26

-238

0.00%

Kovack Advisors, Inc.

8.20K

Jun 30, 26

-10.36K

0.00%

Tandem Financial, LLC

8.20K

Jun 30, 26

+24

0.00%

Redwood Financial Network Corp

8.18K

Jun 30, 26

-67

0.00%

RFG - Bristol Wealth Advisors, LLC

8.16K

Jun 30, 26

-937

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

8.09K

Jun 30, 26

+500

0.00%

Avant Capital LLC

8.02K

Jun 30, 26

+1.03K

0.00%

Godfrey Financial Associates, Inc.

8.01K

Jun 30, 26

+11

0.00%

Diversified Trust Co

8.00K

Jun 30, 26

0.00%

Veracity Capital LLC

7.97K

Jun 30, 26

0.00%

GUIDANCE CAPITAL, INC

7.91K

Jun 30, 26

-688

0.00%

Advyzon Investment Management, LLC

7.88K

Jun 30, 26

+7.88K

0.00%

Piedmont Capital Management, LLC/NC

7.86K

Jun 30, 26

0.00%

Lincoln Capital LLC

7.82K

Jun 30, 26

-149

0.00%

Destination Wealth Management

7.82K

Jun 30, 26

+1.32K

0.00%

Oakmont Advisory Group, LLC

7.78K

Jun 30, 26

+1.11K

0.00%

Bell Bank

7.77K

Jun 30, 26

-83

0.00%

ROMANO BROTHERS AND COMPANY

7.77K

Jun 30, 26

+400

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

7.77K

Jun 30, 26

-4.17K

0.00%

Prepared Retirement Institute LLC

7.75K

Jun 30, 26

-838

0.00%

Breakwater Capital Group

7.72K

Jun 30, 26

-380

0.00%

Summit Financial Strategies, Inc.

7.69K

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

7.69K

Jun 30, 26

+4.10K

0.00%

Apollon Financial, LLC

7.68K

Jun 30, 26

0.00%

Kathmere Capital Management, LLC

7.64K

Jun 30, 26

+30

0.00%

Advisor OS, LLC

7.62K

Jun 30, 26

-330

0.00%

CATALYST FINANCIAL PARTNERS LLC

7.60K

Jun 30, 26

-2

0.00%

Dakota Wealth Management

7.59K

Jun 30, 26

-48

0.00%

HBK Sorce Advisory LLC

7.57K

Jun 30, 26

-1.55K

0.00%

Nuveen, LLC

7.56K

Jun 30, 26

+7.56K

0.00%

Whelan Financial

7.54K

Jun 30, 26

-49

0.00%

Inscription Capital, LLC

7.53K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

7.52K

Jun 30, 26

-79

0.00%

Private Capital Management, LLC

7.51K

Jun 30, 26

+1.49K

0.00%

INTREPID CAPITAL MANAGEMENT INC

7.48K

Jun 30, 26

0.00%

PACES FERRY WEALTH ADVISORS, LLC

7.37K

Jun 30, 26

+14

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

7.33K

Jun 30, 26

-580

0.00%

Family Capital Trust Co

7.30K

Jun 30, 26

+7.30K

0.00%

ATLANTIC FAMILY WEALTH, LLC

7.23K

Jun 30, 26

0.00%

New England Private Wealth Advisors LLC

7.16K

Jun 30, 26

+222

0.00%

BRADY FAMILY WEALTH, LLC

7.15K

Jun 30, 26

+11

0.00%

Strategic Wealth Investment Group, LLC

7.15K

Jun 30, 26

+1.30K

0.00%

HEADINVEST, LLC

7.14K

Jun 30, 26

-335

0.00%

SIG BROKERAGE, LP

7.13K

Jun 30, 26

0.00%

Selective Wealth Management, Inc.

7.11K

Jun 30, 26

0.00%

Westmount Partners, LLC

7.10K

Jun 30, 26

+7.10K

0.00%

Marshall Financial Group LLC

7.10K

Jun 30, 26

-464

0.00%

Stanich Group LLC

7.08K

Jun 30, 26

-95

0.00%

TFB Advisors LLC

7.00K

Jun 30, 26

+7.00K

0.00%

DAVIS R M INC

6.99K

Jun 30, 26

+2.87K

0.00%

PlanVest Financial, Inc

6.97K

Jun 30, 26

+832

0.00%

REGATTA CAPITAL GROUP, LLC

6.97K

Jun 30, 26

+158

0.00%

AVAII WEALTH MANAGEMENT, LLC

6.97K

Jun 30, 26

-100

0.00%

Kraft, Davis & Associates, LLC

6.95K

Jun 30, 26

0.00%

First City Capital Management, Inc.

6.93K

Jun 30, 26

0.00%

Tactive Advisors, LLC

6.90K

Jun 30, 26

+63

0.00%

Midwest Trust Co

6.89K

Jun 30, 26

+231

0.00%

HUNTINGTON NATIONAL BANK

6.89K

Jun 30, 26

+420

0.00%

Capital Advantage, Inc.

6.87K

Jun 30, 26

-64

0.00%

Regal Investment Advisors LLC

6.84K

Jun 30, 26

+283

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

6.83K

Jun 30, 26

0.00%

Sepio Capital, LP

6.83K

Jun 30, 26

0.00%

Clearwater Capital Advisors, LLC

6.82K

Jun 30, 26

+6.82K

0.00%

GREENLEAF TRUST

6.78K

Jun 30, 26

+6.78K

0.00%

AdvisorNet Financial, Inc

6.73K

Jun 30, 26

+26

0.00%

Ballast Financial Advisors LLC

6.71K

Jun 30, 26

+244

0.00%

QUADRANT CAPITAL GROUP LLC

6.70K

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

6.69K

Jun 30, 26

-15.59K

0.00%

OLD NATIONAL BANCORP /IN/

6.66K

Jun 30, 26

-1.07K

0.00%

Demars Financial Group, LLC

6.61K

Jun 30, 26

-30

0.00%

360 Financial, Inc.

6.55K

Jun 30, 26

0.00%

Apella Capital, LLC

6.52K

Jun 30, 26

+996

0.00%

Nicholas Hoffman & Company, LLC.

6.40K

Jun 30, 26

0.00%

Mandatum Life Insurance Co Ltd

6.33K

Jun 30, 26

0.00%

Squarepoint Ops LLC

6.32K

Jun 30, 26

+6.32K

0.00%

FRANKLIN RESOURCES INC

6.30K

Jun 30, 26

0.00%

Mendel Capital Management LLC

6.28K

Jun 30, 26

0.00%

WETZEL INVESTMENT ADVISORS, INC.

6.28K

Jun 30, 26

-73

0.00%

American Wealth Advisors, LLC

6.26K

Jun 30, 26

+28

0.00%

National Wealth Management Group, LLC

6.26K

Jun 30, 26

-569

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

6.25K

Jun 30, 26

-282

0.00%

BRIAN LOW FINANCIAL GROUP, LLC

6.21K

Jun 30, 26

+92

0.00%

Empower Advisory Group, LLC

6.21K

Jun 30, 26

+1.31K

0.00%

Bay Capital Advisors, LLC

6.19K

Jun 30, 26

-132

0.00%

SAX WEALTH ADVISORS, LLC

6.18K

Jun 30, 26

-658

0.00%

Soltis Investment Advisors LLC

6.17K

Jun 30, 26

-1.97K

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

6.17K

Jun 30, 26

+1.67K

0.00%

GREENWOOD GEARHART INC

6.14K

Jun 30, 26

+6.14K

0.00%

BOSTON FAMILY OFFICE LLC

6.14K

Jun 30, 26

+6.14K

0.00%

Merkkuri Wealth Advisors LLC

6.12K

Jun 30, 26

-1.93K

0.00%

Empire Financial Management Company, LLC

6.10K

Jun 30, 26

-135

0.00%

PGIM Custom Harvest LLC

6.09K

Jun 30, 26

+391

0.00%

DAYMARK WEALTH PARTNERS, LLC

6.08K

Jun 30, 26

+3.16K

0.00%

Investment Planning Advisors, Inc.

6.02K

Jun 30, 26

+180

0.00%

GWN SECURITIES INC.

5.99K

Jun 30, 26

0.00%

Key FInancial Inc

5.98K

Jun 30, 26

+519

0.00%

Athena Wealth Management, LLC

5.95K

Jun 30, 26

0.00%

Collaborative Wealth Managment Inc.

5.95K

Jun 30, 26

+51

0.00%

Procyon Advisors, LLC

5.94K

Jun 30, 26

-300

0.00%

Dynamic Financial Group

5.93K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

5.92K

Jun 30, 26

+536

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

5.90K

Jun 30, 26

0.00%

BKM Wealth Management, LLC

5.89K

Jun 30, 26

-656

0.00%

OneAscent Financial Services LLC

5.88K

Jun 30, 26

0.00%

Formidable Asset Management, LLC

5.85K

Jun 30, 26

0.00%

Soundwatch Capital LLC

5.79K

Jun 30, 26

-1.38K

0.00%

WOODMONT INVESTMENT COUNSEL LLC

5.78K

Jun 30, 26

-120

0.00%

GW&K Investment Management, LLC

5.77K

Jun 30, 26

-60

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

5.76K

Jun 30, 26

+125

0.00%

RDA Financial Network

5.76K

Jun 30, 26

+16

0.00%

Williams Jones Wealth Management, LLC.

5.74K

Jun 30, 26

+200

0.00%

ALONGSIDE, LLC

5.72K

Jun 30, 26

+5.72K

0.00%

49 WEALTH MANAGEMENT, LLC

5.72K

Jun 30, 26

+5.72K

0.00%

Vident Advisory, LLC

5.70K

Jun 30, 26

0.00%

Two West Capital Advisors LLC

5.69K

Jun 30, 26

+1.66K

0.00%

TANDEM CAPITAL MANAGEMENT CORP /ADV

5.69K

Jun 30, 26

+83

0.00%

NovaPoint Capital, LLC

5.68K

Jun 30, 26

+5.68K

0.00%

LVW Advisors, LLC

5.63K

Jun 30, 26

0.00%

Clark Asset Management, LLC

5.57K

Jun 30, 26

-968

0.00%

Cloud Capital Management, LLC

5.57K

Jun 30, 26

+5.57K

0.00%

ARMSTRONG ADVISORY GROUP, INC

5.56K

Jun 30, 26

0.00%

Octavia Wealth Advisors, LLC

5.55K

Jun 30, 26

-1.29K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.54K

Jun 30, 26

-282

0.00%

AMG National Trust Bank

5.52K

Jun 30, 26

-4.30K

0.00%

Turtle Creek Wealth Advisors, LLC

5.48K

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

5.45K

Jun 30, 26

+2.03K

0.00%

Financial Security Advisor, Inc.

5.44K

Jun 30, 26

+24

0.00%

Ellenbecker Investment Group

5.44K

Jun 30, 26

-315

0.00%

Lee Financial Co

5.43K

Jun 30, 26

-181

0.00%

ABOUND FINANCIAL, LLC

5.41K

Jun 30, 26

0.00%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

5.40K

Jun 30, 26

0.00%

Fortis Advisors, LLC

5.36K

Jun 30, 26

-1.15K

0.00%

SOUTH PLAINS FINANCIAL, INC.

5.34K

Jun 30, 26

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

5.33K

Jun 30, 26

-55.65K

0.00%

Future Financial Wealth Managment LLC

5.33K

Jun 30, 26

0.00%

Insight Wealth Partners, LLC

5.29K

Jun 30, 26

-237

0.00%

BCU Wealth Advisors, LLC

5.28K

Jun 30, 26

-2.00K

0.00%

OneAscent Family Office, LLC

5.23K

Jun 30, 26

+5.23K

0.00%

Northwest Wealth Advisors, LLC

5.22K

Jun 30, 26

+23

0.00%

Bond & Devick Financial Network, Inc.

5.21K

Jun 30, 26

-181

0.00%

INVESTED ADVISORS

5.21K

Jun 30, 26

-921

0.00%

Abundance Wealth Counselors

5.17K

Jun 30, 26

+5.17K

0.00%

Oak Harvest Investment Services

5.15K

Jun 30, 26

0.00%

Investment Management Trust, LLC

5.12K

Jun 30, 26

-6

0.00%

Waterfront Wealth Inc.

5.11K

Jun 30, 26

+966

0.00%

Sanchez Wealth Management Group

5.09K

Jun 30, 26

+10

0.00%

Greykasell Wealth Strategies, Inc.

5.09K

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

5.08K

Jun 30, 26

+5.08K

0.00%

Atlanta Consulting Group Advisors, LLC

5.08K

Jun 30, 26

+5.08K

0.00%

CASTLE WEALTH MANAGEMENT LLC

5.05K

Jun 30, 26

-303

0.00%

KFA Private Wealth Group, LLC

5.04K

Jun 30, 26

-66

0.00%

Elevation Wealth Management LLC

5.03K

Jun 30, 26

+36

0.00%

Integrity Investment Advisors, LLC

5.02K

Jun 30, 26

-300

0.00%

Cornerstone Financial Management LLC

5.01K

Jun 30, 26

-197

0.00%

Goepper Burkhardt LLC

5.01K

Jun 30, 26

-100

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

5.00K

Jun 30, 26

0.00%

Traynor Capital Management, Inc.

4.97K

Jun 30, 26

+117

0.00%

Regatta Research & Money Management

4.97K

Jun 30, 26

+4.97K

0.00%

CLEAR INVESTMENT RESEARCH, LLC

4.96K

Jun 30, 26

0.00%

Ethos Financial Group, LLC

4.95K

Jun 30, 26

+167

0.00%

Odyssey Capital Advisors, Inc.

4.92K

Jun 30, 26

0.00%

Crestwood Advisors Group LLC

4.91K

Jun 30, 26

+999

0.00%

Merited Wealth, LLC

4.90K

Jun 30, 26

-6.32K

0.00%

Carl P. Sherr & Co., LLC

4.88K

Jun 30, 26

0.00%

Continuum Advisory, LLC

4.86K

Jun 30, 26

+364

0.00%

Tortuga Wealth Management, Inc

4.83K

Jun 30, 26

+4.83K

0.00%

ABLE Financial Group, LLC

4.83K

Jun 30, 26

-359

0.00%

Blue Chip Partners, LLC

4.81K

Jun 30, 26

+21

0.00%

WEDBUSH SECURITIES INC

4.81K

Jun 30, 26

+295

0.00%

CX Institutional

4.80K

Jun 30, 26

0.00%

HFG Advisors, Inc.

4.77K

Jun 30, 26

0.00%

HOWARD FINANCIAL SERVICES, LTD.

4.73K

Jun 30, 26

+4.73K

0.00%

Beech Hill Advisors, Inc.

4.73K

Jun 30, 26

+400

0.00%

CGN Advisors LLC

4.71K

Jun 30, 26

0.00%

Syntegra Private Wealth Group, LLC

4.71K

Jun 30, 26

-350

0.00%

TrustBank

4.70K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

4.70K

Jun 30, 26

0.00%

LM Advisors LLC

4.68K

Jun 30, 26

+4.68K

0.00%

Rinkey Investments

4.68K

Jun 30, 26

-627

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

4.62K

Jun 30, 26

0.00%

Capital Square, LLC

4.62K

Jun 30, 26

-48

0.00%

Noble Family Wealth, LLC

4.61K

Jun 30, 26

+90

0.00%

Vontobel Holding Ltd.

4.60K

Jun 30, 26

0.00%

PHILADELPHIA TRUST CO

4.59K

Jun 30, 26

-340

0.00%

Concorde Asset Management, LLC

4.59K

Jun 30, 26

+465

0.00%

Bedel Financial Consulting, Inc.

4.57K

Jun 30, 26

0.00%

Castle Rock Wealth Management, LLC

4.54K

Jun 30, 26

+20

0.00%

Navis Wealth Advisors, LLC

4.52K

Jun 30, 26

-592

0.00%

Greater Midwest Financial Group, LLC

4.51K

Jun 30, 26

+19

0.00%

Commonwealth Retirement Investments LLC

4.50K

Jun 30, 26

-263

0.00%

Southeast Asset Advisors Inc.

4.50K

Jun 30, 26

-31

0.00%

Blue Zone Wealth Advisors, LLC

4.50K

Jun 30, 26

0.00%

Curtis Advisory Group, LLC

4.50K

Jun 30, 26

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

4.50K

Jun 30, 26

0.00%

WEST MICHIGAN ADVISORS, LLC

4.48K

Jun 30, 26

-162

0.00%

Integras Partners LLC

4.47K

Jun 30, 26

+10

0.00%

Maloon Powers Pitre Higgins & Dennehy, LLC

4.46K

Jun 30, 26

+4.46K

0.00%

Wellington Shields & Co., LLC

4.45K

Jun 30, 26

0.00%

Eastover Investment Advisors LLC

4.40K

Jun 30, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

4.39K

Jun 30, 26

+606

0.00%

Garrett Wealth Advisory Group, LLC

4.39K

Jun 30, 26

-55

0.00%

SP Asset Management LLC

4.38K

Jun 30, 26

+14

0.00%

Squire Investment Management Company, LLC

4.35K

Jun 30, 26

0.00%

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

4.33K

Jun 30, 26

+302

0.00%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

4.30K

Jun 30, 26

-1.30K

0.00%

Town Capital LLC

4.27K

Jun 30, 26

+1.06K

0.00%

GDS Wealth Management

4.25K

Jun 30, 26

+382

0.00%

CONTINUUM WEALTH ADVISORS, LLC

4.21K

Jun 30, 26

-235

0.00%

Connecticut Capital Management Group, LLC

4.19K

Jun 30, 26

0.00%

Sun Group Wealth Partners

4.18K

Jun 30, 26

+4.18K

0.00%

Legacy Edge Advisors, LLC

4.15K

Jun 30, 26

+850

0.00%

ETF Store, Inc.

4.13K

Jun 30, 26

+4.13K

0.00%

STOCK YARDS BANK & TRUST CO

4.12K

Jun 30, 26

-522

0.00%

Klingman & Associates, LLC

4.10K

Jun 30, 26

0.00%

COMMUNITY TRUST & INVESTMENT CO

4.10K

Jun 30, 26

-448

0.00%

Ascent Group, LLC

4.06K

Jun 30, 26

+177

0.00%

Randolph Co Inc

4.04K

Jun 30, 26

-142

0.00%

SageView Advisory Group, LLC

4.03K

Jun 30, 26

+62

0.00%

Stonebrook Private Inc.

4.02K

Jun 30, 26

0.00%

Integrity Financial Corp /WA

4.01K

Jun 30, 26

0.00%

Guardian Partners Inc.

4.00K

Jun 30, 26

-1

0.00%

VisionPoint Advisory Group, LLC

3.97K

Jun 30, 26

+16

0.00%

Cedar Wealth Management, LLC

3.93K

Jun 30, 26

0.00%

Capital Advisors Wealth Management, LLC

3.93K

Jun 30, 26

+16

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

3.90K

Jun 30, 26

0.00%

BBR PARTNERS, LLC

3.88K

Jun 30, 26

+3.88K

0.00%

NICOLET BANKSHARES INC

3.88K

Jun 30, 26

0.00%

Hirtle Callaghan & Co LLC

3.87K

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

3.83K

Jun 30, 26

+3.83K

0.00%

United Advisor Group, LLC

3.82K

Jun 30, 26

+41

0.00%

ORRSTOWN FINANCIAL SERVICES INC

3.82K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

3.80K

Jun 30, 26

-500

0.00%

waypoint wealth counsel

3.78K

Jun 30, 26

+3.78K

0.00%

Avail Investment Partners, LLC

3.76K

Jun 30, 26

-121

0.00%

Kelly Financial Services LLC

3.75K

Jun 30, 26

-120

0.00%

Westside Investment Management, Inc.

3.75K

Jun 30, 26

0.00%

Huntleigh Advisors, Inc.

3.71K

Jun 30, 26

+105

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.71K

Jun 30, 26

+3.71K

0.00%

MOR Wealth Management, LLC

3.71K

Jun 30, 26

-972

0.00%

HANTZ FINANCIAL SERVICES, INC.

3.68K

Jun 30, 26

+166

0.00%

Prosperity Financial Group, Inc.

3.67K

Jun 30, 26

+482

0.00%

Note Advisors, LLC

3.66K

Jun 30, 26

-28

0.00%

VISIONARY HORIZONS, LLC

3.65K

Jun 30, 26

+190

0.00%

Community Financial Services Group, LLC

3.65K

Jun 30, 26

+1.51K

0.00%

Walser Wealth Management Company, A Ltd Liability Co

3.65K

Jun 30, 26

+710

0.00%

Guardian Asset Advisors, LLC

3.65K

Jun 30, 26

+639

0.00%

BROGAN FINANCIAL, INC.

3.65K

Jun 30, 26

+16

0.00%

IFG Advisors, LLC

3.63K

Jun 30, 26

0.00%

MTM Investment Management, LLC

3.63K

Jun 30, 26

0.00%

ATWOOD & PALMER INC

3.60K

Jun 30, 26

0.00%

North Star Investment Management Corp.

3.59K

Jun 30, 26

+300

0.00%

Accurate Wealth Management, LLC

3.57K

Jun 30, 26

+3.57K

0.00%

Security Financial Services, INC.

3.56K

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.56K

Jun 30, 26

0.00%

Vanguard Personalized Indexing Management, LLC

3.54K

Jun 30, 26

+139

0.00%

Strathmore Capital Advisors, Inc.

3.53K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

3.53K

Jun 30, 26

+443

0.00%

Goldstein Advisors, LLC

3.53K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

3.50K

Jun 30, 26

+3.50K

0.00%

Next Level Private LLC

3.49K

Jun 30, 26

-20

0.00%

Second Line Capital, LLC

3.45K

Jun 30, 26

+88

0.00%

Wrenne Financial Planning LLC

3.41K

Jun 30, 26

0.00%

MOODY NATIONAL BANK TRUST DIVISION

3.40K

Jun 30, 26

0.00%

TFR Capital, LLC.

3.38K

Jun 30, 26

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

3.37K

Jun 30, 26

+13

0.00%

Sharp Financial Services, LLC

3.36K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

3.35K

Jun 30, 26

+300

0.00%

LEUTHOLD GROUP, LLC

3.34K

Jun 30, 26

+46

0.00%

KMG FIDUCIARY PARTNERS, LLC

3.34K

Jun 30, 26

+43

0.00%

Federation des caisses Desjardins du Quebec

3.33K

Jun 30, 26

-320

0.00%

KANE INVESTMENT MANAGEMENT, INC.

3.33K

Jun 30, 26

+3.33K

0.00%

Paul Damon & Associates, Inc.

3.31K

Jun 30, 26

0.00%

JMG Financial Group, Ltd.

3.30K

Jun 30, 26

0.00%

Peak Retirement Planning, Inc.

3.30K

Jun 30, 26

+81

0.00%

BRADLEY FOSTER & SARGENT INC/CT

3.30K

Jun 30, 26

-35

0.00%

Heritage Wealth Management, Inc./Texas

3.29K

Jun 30, 26

-210

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

3.26K

Jun 30, 26

0.00%

L & S Advisors Inc

3.26K

Jun 30, 26

0.00%

NWF Advisory Services Inc.

3.26K

Jun 30, 26

+27

0.00%

Landmark Wealth Management, LLC

3.22K

Jun 30, 26

+15

0.00%

Stordahl Capital Management, Inc.

3.22K

Jun 30, 26

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

3.20K

Jun 30, 26

0.00%

FWL INVESTMENT MANAGEMENT, LLC

3.19K

Jun 30, 26

-101

0.00%

Brand Asset Management Group, Inc.

3.19K

Jun 30, 26

0.00%

Berger Financial Group, Inc

3.18K

Jun 30, 26

-735

0.00%

Polaris Investment Advisors, LLC

3.18K

Jun 30, 26

-2

0.00%

Wells Financial Advisors INC

3.18K

Jun 30, 26

-4.94K

0.00%

Mission Hills Financial Advisory, LLC

3.18K

Jun 30, 26

+40

0.00%

Rodgers Brothers Inc.

3.17K

Jun 30, 26

+3.17K

0.00%

Costello Asset Management, INC

3.17K

Jun 30, 26

-36

0.00%

ACUTE INVESTMENT ADVISORY, LLC

3.17K

Jun 30, 26

-152

0.00%

Legacy Financial Group LLC

3.16K

Jun 30, 26

0.00%

Covenant Asset Management, LLC

3.15K

Jun 30, 26

0.00%

Bannerstone Capital Management, LLC

3.15K

Jun 30, 26

+21

0.00%

NBC SECURITIES, INC.

3.13K

Jun 30, 26

-15

0.00%

Elevated Financial Group LLC

3.13K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

3.11K

Jun 30, 26

0.00%

Argent Trust Co

3.11K

Jun 30, 26

0.00%

AIMZ Investment Advisors, LLC

3.10K

Jun 30, 26

-500

0.00%

Owen LaRue, LLC

3.10K

Jun 30, 26

0.00%

Heartwood Wealth Advisors LLC

3.09K

Jun 30, 26

0.00%

Integris Wealth Management, LLC

3.08K

Jun 30, 26

+3.08K

0.00%

One Capital Management, LLC

3.06K

Jun 30, 26

0.00%

Kirkwood Financial Services

3.02K

Jun 30, 26

+3.02K

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

3.00K

Jun 30, 26

0.00%

Annex Advisory Services, LLC

2.99K

Jun 30, 26

-653

0.00%

Fisher Asset Management, LLC

2.98K

Jun 30, 26

-4.09K

0.00%

Optivise Advisory Services LLC

2.98K

Jun 30, 26

+2.98K

0.00%

apricus wealth, LLC

2.97K

Jun 30, 26

+2.97K

0.00%

Amplius Wealth Advisors, LLC

2.94K

Jun 30, 26

-511

0.00%

Capital Group Private Client Services, Inc.

2.94K

Jun 30, 26

+2.94K

0.00%

Simplicity Wealth,LLC

2.94K

Jun 30, 26

-158

0.00%

Legacy Capital Wealth Partners, LLC

2.92K

Jun 30, 26

+2.92K

0.00%

SIGNATUREFD, LLC

2.92K

Jun 30, 26

+1.02K

0.00%

Wealth Alliance

2.91K

Jun 30, 26

+2.91K

0.00%

Liberty Atlantic Advisors LLC

2.90K

Jun 30, 26

+2.90K

0.00%

Drucker Wealth 3.0, LLC

2.88K

Jun 30, 26

-399

0.00%

BNC WEALTH MANAGEMENT, LLC

2.87K

Jun 30, 26

-81

0.00%

AlphaStar Capital Management, LLC

2.86K

Jun 30, 26

+2.86K

0.00%

Avion Wealth

2.85K

Jun 30, 26

+2.54K

0.00%

WESTBOURNE INVESTMENTS, INC.

2.85K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

2.83K

Jun 30, 26

+97

0.00%

HHM Wealth Advisors, LLC

2.83K

Jun 30, 26

0.00%

Bellars Harris Wealth Management, LLC

2.83K

Jun 30, 26

+2.83K

0.00%

Balance Wealth, LLC

2.79K

Jun 30, 26

-1.70K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

2.79K

Jun 30, 26

-64.72K

0.00%

Vantus Wealth LLC

2.78K

Jun 30, 26

+2.78K

0.00%

Vericrest Private Wealth

2.77K

Jun 30, 26

+2.77K

0.00%

Royal Harbor Partners, LLC

2.77K

Jun 30, 26

+2.77K

0.00%

CarsonAllaria Wealth Management, Ltd.

2.77K

Jun 30, 26

+2.77K

0.00%

Summit Wealth Group, LLC

2.76K

Jun 30, 26

+2.76K

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.76K

Jun 30, 26

+2.76K

0.00%

Clarkston Capital Partners, LLC

2.75K

Jun 30, 26

-17.39K

0.00%

Valued Wealth Advisors LLC

2.73K

Jun 30, 26

0.00%

Fifth Third Wealth Advisors LLC

2.71K

Jun 30, 26

+2.71K

0.00%

RAHLFS CAPITAL, LLC

2.70K

Jun 30, 26

+2.70K

0.00%

Gradient Investments LLC

2.69K

Jun 30, 26

+2.69K

0.00%

BERKSHIRE ASSET MANAGEMENT LLC/PA

2.68K

Jun 30, 26

+2.68K

0.00%

SVB WEALTH LLC

2.67K

Jun 30, 26

+2.67K

0.00%

STEINBERGANNA WEALTH MANAGEMENT

2.65K

Jun 30, 26

+2.65K

0.00%

Pacific Wealth Management

2.64K

Jun 30, 26

+2.64K

0.00%

BARRETT & COMPANY, INC.

2.60K

Jun 30, 26

0.00%

Stone House Investment Management, LLC

2.59K

Jun 30, 26

+10

0.00%

Portfolio Resources Advisor Group, Inc.

2.57K

Jun 30, 26

-3

0.00%

JFS WEALTH ADVISORS, LLC

2.46K

Jun 30, 26

+10

0.00%

MASSMUTUAL TRUST CO FSB/ADV

2.36K

Jun 30, 26

-163

0.00%

3 FACTOR INDEXING, LLC

2.35K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

2.34K

Jun 30, 26

+42

0.00%

ST GERMAIN D J CO INC

2.29K

Jun 30, 26

0.00%

FIRST HORIZON CORP

2.28K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

2.21K

Jun 30, 26

+2.21K

0.00%

Bogart Wealth, LLC

2.19K

Jun 30, 26

-2.00K

0.00%

NorthAvenue LLC

2.13K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

2.12K

Jun 30, 26

-653

0.00%

ROWLAND & CO INVESTMENT COUNSEL/ADV

2.10K

Jun 30, 26

0.00%

CrossGen Wealth, LLC

2.10K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

2.08K

Jun 30, 26

+1.49K

0.00%

DEUTSCHE BANK AG\

2.08K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

2.04K

Jun 30, 26

+1.64K

0.00%

Archer Investment Corp

2.04K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

2.00K

Jun 30, 26

-30

0.00%

CARDIFF PARK ADVISORS, LLC

2.00K

Jun 30, 26

0.00%

Abound Wealth Management

1.93K

Jun 30, 26

+1.65K

0.00%

American Capital Advisory, LLC

1.80K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

1.79K

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.78K

Jun 30, 26

0.00%

Glassman Wealth Services

1.77K

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

1.73K

Jun 30, 26

-100

0.00%

Caitlin John, LLC

1.70K

Jun 30, 26

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

1.70K

Jun 30, 26

+30

0.00%

EPG Wealth Management LLC

1.69K

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

1.69K

Jun 30, 26

0.00%

Signature Equity Partners, LLC

1.67K

Jun 30, 26

-80

0.00%

HOEY INVESTMENTS, INC

1.65K

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

1.65K

Jun 30, 26

+1.65K

0.00%

Redwood Park Advisors LLC

1.60K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

1.60K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.52K

Jun 30, 26

0.00%

Gleason Group, Inc.

1.50K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

1.47K

Jun 30, 26

+320

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.47K

Jun 30, 26

-40

0.00%

Brooklyn FI, LLC

1.46K

Jun 30, 26

+1.46K

0.00%

Quent Capital, LLC

1.45K

Jun 30, 26

+62

0.00%

Noble Wealth Management PBC

1.45K

Jun 30, 26

0.00%

CERTUITY, LLC

1.44K

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

1.44K

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.44K

Jun 30, 26

+1.44K

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.41K

Jun 30, 26

+1.41K

0.00%

West Branch Capital LLC

1.38K

Jun 30, 26

-279

0.00%

Cassaday & Co Wealth Management LLC

1.35K

Jun 30, 26

-450

0.00%

Versant Capital Management, Inc

1.30K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.26K

Jun 30, 26

+1.26K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.24K

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

1.22K

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

1.19K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.16K

Jun 30, 26

+279

0.00%

ELEVATE WEALTH ADVISORY, INC

1.15K

Jun 30, 26

+330

0.00%

FAS Wealth Partners, Inc.

1.15K

Jun 30, 26

0.00%

BAYBAN

1.15K

Jun 30, 26

0.00%

BOKF, NA

1.13K

Jun 30, 26

0.00%

Imprint Wealth LLC

1.12K

Jun 30, 26

0.00%

West Financial Advisors, LLC

1.10K

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

1.08K

Jun 30, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

1.00K

Jun 30, 26

0.00%

WHITTIER TRUST CO

991

Jun 30, 26

0.00%

Dorato Capital Management

978

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

977

Jun 30, 26

0.00%

BFSG, LLC

974

Jun 30, 26

0.00%

Copia Wealth Management

968

Jun 30, 26

0.00%

Rossby Financial, LCC

967

Jun 30, 26

-771

0.00%

Burnham & Co LLC

950

Jun 30, 26

+950

0.00%

Russell Investments Group, Ltd.

917

Jun 30, 26

-1.70K

0.00%

Institute for Wealth Management, LLC.

917

Jun 30, 26

+917

0.00%

Hilltop National Bank

904

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

896

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

888

Jun 30, 26

0.00%

Community Bank, N.A.

886

Jun 30, 26

0.00%

High Point Wealth Management, LLC

880

Jun 30, 26

0.00%

Newton One Investments LLC

862

Jun 30, 26

0.00%

RED REEF ADVISORS LLC

862

Jun 30, 26

0.00%

WPG Advisers, LLC

855

Jun 30, 26

-40

0.00%

Fountainhead AM, LLC

825

Jun 30, 26

-1.55K

0.00%

Bulwark Capital Corp

816

Jun 30, 26

-8

0.00%

Synergy Investment Management, LLC

811

Jun 30, 26

0.00%

Tripletail Wealth Management, LLC

800

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

796

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

778

Jun 30, 26

+656

0.00%

Family Management Corp

771

Jun 30, 26

0.00%

Access Investment Management LLC

760

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

751

Jun 30, 26

0.00%

Clark Wealth Partners

748

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

729

Jun 30, 26

0.00%

Coastline Trust Co

697

Jun 30, 26

+697

0.00%

Heritage Wealth Advisors

686

Jun 30, 26

+686

0.00%

Darwin Wealth Management, LLC

685

Jun 30, 26

0.00%

JNBA Financial Advisors

684

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

678

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

668

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

665

Jun 30, 26

-209

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

655

Jun 30, 26

0.00%

MATHER GROUP, LLC.

638

Jun 30, 26

-186

0.00%

MidFirst Bank

594

Jun 30, 26

+594

0.00%

IAG Wealth Partners, LLC

592

Jun 30, 26

0.00%

REXFORD CAPITAL INC

590

Jun 30, 26

+590

0.00%

Operose Advisors LLC

563

Jun 30, 26

0.00%

ESL Trust Services, LLC

558

Jun 30, 26

+558

0.00%

DHJJ Financial Advisors, Ltd.

533

Jun 30, 26

0.00%

Downshift Financial, LLC

513

Jun 30, 26

+513

0.00%

HIGHLINE WEALTH PARTNERS LLC

510

Jun 30, 26

+510

0.00%

Walsh & Associates, LLC

510

Jun 30, 26

0.00%

Advantage Trust Co

503

Jun 30, 26

+503

0.00%

Horrell Capital Management, Inc.

500

Jun 30, 26

0.00%

Strive Financial Group ,LLC

473

Jun 30, 26

+26

0.00%

LifeSteps Financial, Inc.

471

Jun 30, 26

+471

0.00%

VIMA LLC

465

Jun 30, 26

+465

0.00%

MASECO LLP

454

Jun 30, 26

+454

0.00%

Wealth Enhancement Trust Services, Inc.

447

Jun 30, 26

+447

0.00%

Beaird Harris Wealth Management, LLC

446

Jun 30, 26

-50

0.00%

Ulland Investment Advisors, LLC

440

Jun 30, 26

0.00%

Triumph Capital Management

416

Jun 30, 26

+113

0.00%

Bullock Wealth Management Group

405

Jun 30, 26

+405

0.00%

Independence Bank of Kentucky

401

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

400

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

385

Jun 30, 26

0.00%

Golden State Equity Partners

377

Jun 30, 26

-7.38K

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

374

Jun 30, 26

0.00%

Arlington Trust Co LLC

370

Jun 30, 26

0.00%

Tidemark, LLC

363

Jun 30, 26

+363

0.00%

DiNuzzo Private Wealth, Inc.

316

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

305

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

300

Jun 30, 26

0.00%

CGC Financial Services, LLC

282

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

276

Jun 30, 26

+276

0.00%

Rialto Wealth Management, LLC

267

Jun 30, 26

0.00%

Pflug Koory, LLC

256

Jun 30, 26

0.00%

Miller Capital Partners, Inc.

252

Jun 30, 26

0.00%

Whipplewood Advisors, LLC

249

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

240

Jun 30, 26

0.00%

Front Row Advisors LLC

238

Jun 30, 26

0.00%

SIMA Wealth Partners, LLC

237

Jun 30, 26

0.00%

Wellington Shields Capital Management, LLC

230

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

220

Jun 30, 26

0.00%

O'Domhnaill Enterprises, Inc.

219

Jun 30, 26

+40

0.00%

Mosley Wealth Management

210

Jun 30, 26

-1.07K

0.00%

CBIZ Investment Advisory Services, LLC

208

Jun 30, 26

0.00%

Clearstead Trust, LLC

207

Jun 30, 26

0.00%

Y.D. More Investments Ltd

200

Jun 30, 26

0.00%

FIRST COMMUNITY TRUST NA

197

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

192

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

185

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

180

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

176

Jun 30, 26

0.00%

Napier Financial, LLC

172

Jun 30, 26

0.00%

TORONTO DOMINION BANK

171

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

167

Jun 30, 26

0.00%

Caldwell Trust Co

166

Jun 30, 26

0.00%

Horizon Investments, LLC

166

Jun 30, 26

-814.77K

0.00%

Key Capital Management, INC

160

Jun 30, 26

+160

0.00%

Providence Capital Advisors, LLC

154

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

154

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

149

Jun 30, 26

+96

0.00%

Truvestments Capital LLC

143

Jun 30, 26

0.00%

Robinswood Financial LLC

138

Jun 30, 26

0.00%

Sankala Group LLC

130

Jun 30, 26

-33

0.00%

KERR FINANCIAL PLANNING Corp

128

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

127

Jun 30, 26

-252

0.00%

Nova Wealth Management, Inc.

125

Jun 30, 26

-340

0.00%

CUSTOM INDEX SYSTEMS, LLC

121

Jun 30, 26

+121

0.00%

Creative Capital Management Investments LLC

110

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

109

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

108

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

106

Jun 30, 26

0.00%

Sawyer & Company, Inc

102

Jun 30, 26

+102

0.00%

TRUST CO OF TOLEDO NA /OH/

102

Jun 30, 26

+102

0.00%

GROUP ONE TRADING, L.P.

100

Jun 30, 26

+100

0.00%

Strategic Advocates LLC

100

Jun 30, 26

+100

0.00%

BankPlus Trust Department

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

-64

0.00%

Nemes Rush Group LLC

Jun 30, 26

0.00%

TFC Financial Management, Inc.

Jun 30, 26

+66

0.00%

Westend Capital Management, LLC

Jun 30, 26

+64

0.00%

MONTAG A & ASSOCIATES INC

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+36

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+55

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

-238

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

Jun 30, 26

+34

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-18

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

+30

0.00%

Hurley Capital, LLC

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-1.12K

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

0.00%

NBH Bank

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-1.14K

0.00%

Wick Capital Partners, LLC

Jun 30, 26

-4.82K

Trust Co

Jun 30, 26

-83

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-5.07K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-1.58K

Magnolia Wealth Management, LLC

Jun 30, 26

-693

Wealth Architects, LLC

Jun 30, 26

-3.21K

Sachetta, LLC

Jun 30, 26

-5.17K

Sightline Wealth Advisors, LLC

Jun 30, 26

-3.84K

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-55

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-82.54K

MBM Wealth Consultants, LLC

Jun 30, 26

-380

Innovative Asset Advisors Group, LLC

Jun 30, 26

-426

DIVERSIFIED MANAGEMENT INC

Jun 30, 26

-6.53K

Talisman Wealth Advisors LLC

Jun 30, 26

-167.63K

LFG Wealth Partners, LLC

Jun 30, 26

-2.87K

NBT BANK N A /NY

Jun 30, 26

-1.19K

Independent Advisor Alliance

Jun 30, 26

-90.85K

True Link Financial Advisors, LLC

Jun 30, 26

-1.59K

Calamos Advisors LLC

Jun 30, 26

-3.68K

POTENTIA WEALTH

Jun 30, 26

-7.06K

MATTERN CAPITAL MANAGEMENT, LLC

Jun 30, 26

-3.32K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.07K

S.E.E.D. Planning Group LLC

Jun 30, 26

-4.38K

HRT FINANCIAL LP

Jun 30, 26

-2.92K

Sound Income Strategies, LLC

Jun 30, 26

-1.98K

Basecamp Wealth Advisors LLC

Jun 30, 26

-67

Longview Financial Advisors, Inc.

Jun 30, 26

-831

Missouri Trust & Investment Co

Jun 30, 26

-400

EVOKE WEALTH, LLC

Jun 30, 26

-5.25K

Belpointe Asset Management LLC

Jun 30, 26

-2.86K

Addison Advisors LLC

Jun 30, 26

-5.27K

Hamrick Investment Counsel, llc

Jun 30, 26

-2.17K

Chatterton & Associates Inc.

Jun 30, 26

-4.63K

PLANNING DIRECTIONS INC

Jun 30, 26

-3.74K

TopTier Wealth Management, LLC

Jun 30, 26

-405

Networth Advisors, LLC

Jun 30, 26

-195

MILESTONE ASSET MANAGEMENT, LLC

Jun 30, 26

-5.22K

Apeiron RIA LLC

Jun 30, 26

-3.49K

United Financial Planning Group LLC

Jun 30, 26

-4

Tranquilli Financial Advisor LLC

Jun 30, 26

-13.09K

Aaron Wealth Advisors LLC

Jun 30, 26

-3.22K

M3 Advisory Group, LLC

Jun 30, 26

-3.63K

Nalls Sherbakoff Group, LLC

Jun 30, 26

-3.74K

COUNTRY TRUST BANK

Jun 30, 26

-510

Forum Financial Management, LP

Jun 30, 26

-3.68K

Scarborough Advisors, LLC

Jun 30, 26

-162

ALTERNA WEALTH MANAGEMENT, INC

Jun 30, 26

-5.87K

FLORIDA FINANCIAL ADVISORS, LLC

Jun 30, 26

-3.32K

Wall Street Financial Group, Inc.

Jun 30, 26

-454

STAGE HARBOR FINANCIAL, LLC

Jun 30, 26

-4.81K

Motley Fool Wealth Management, LLC

Jun 30, 26

-8.63K

ONE Advisory Partners, LLC

Jun 30, 26

-8.77K

Global Wealth Strategies & Associates

Jun 30, 26

-568

Tradewinds Capital Management, LLC

Jun 30, 26

-47

Security National Bank

Jun 30, 26

-27

Willis Johnson & Associates, Inc.

Jun 30, 26

-9.12K

Destiny Wealth Partners, LLC

Jun 30, 26

-190

Main Street Group, LTD

Jun 30, 26

-3

Aureus Asset Management, LLC

Jun 30, 26

-3.40K

Financial Freedom, LLC

Jun 30, 26

-492

Timmons Wealth Management, LLC

Jun 30, 26

-92

SMITH CHAS P & ASSOCIATES PA CPAS

302.60K

Mar 31, 26

-1.97K

0.06%

Sterling Manor Financial, LLC

141.48K

Mar 31, 26

-20.46K

0.03%

Sunbelt Securities, Inc.

121.74K

Mar 31, 26

+67

0.02%

CWM, LLC

117.21K

Mar 31, 26

-301

0.02%

Talon Private Wealth, LLC

94.26K

Mar 31, 26

+94.26K

0.02%

Mill Creek Capital Advisors, LLC

83.31K

Mar 31, 26

+389

0.02%

Stillwater Wealth Management Group

82.30K

Mar 31, 26

+7.91K

0.02%

Red Tortoise LLC

75.22K

Mar 31, 26

-249

0.01%

Leo Wealth, LLC

40.69K

Mar 31, 26

-542

0.01%

Anchor Investment Management, LLC

28.28K

Mar 31, 26

+3.03K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

26.29K

Mar 31, 26

+426

0.00%

GM Advisory Group, Inc.

13.26K

Mar 31, 26

+5.55K

0.00%

U.S. Capital Wealth Advisors, LLC

9.27K

Mar 31, 26

+589

0.00%

Jackson Hole Capital Partners, LLC

8.88K

Mar 31, 26

0.00%

JOURNEY STRATEGIC WEALTH LLC

3.75K

Mar 31, 26

0.00%

Northeast Financial Group, Inc.

3.55K

Mar 31, 26

-1.14K

0.00%

Jaffetilchin Investment Partners, LLC

3.32K

Mar 31, 26

+3.32K

0.00%

Pathfinder Wealth Consulting, Inc.

3.28K

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

850

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

530

Mar 31, 26

+530

0.00%

Evelyn Partners Asset Management Ltd

340

Mar 31, 26

+340

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

COMERICA BANK

733.34K

Dec 31, 25

+12.58K

0.14%

Litman Gregory Wealth Management LLC

503.03K

Dec 31, 25

+6.28K

0.10%

Vantage Financial Partners, LLC

67.75K

Dec 31, 25

+3.32K

0.01%

VANGUARD GROUP INC

34.83K

Dec 31, 25

-108

0.01%

ROVIN CAPITAL /UT/ /ADV

24.14K

Dec 31, 25

+945

0.00%

CIBC Private Wealth Group, LLC

17.61K

Dec 31, 25

-2.97K

0.00%

ORG Partners LLC

12.10K

Dec 31, 25

-292

0.00%

FineMark National Bank & Trust

8.76K

Dec 31, 25

+1.34K

0.00%

High Falls Advisors, Inc

6.60K

Dec 31, 25

+24

0.00%

MGB Wealth Management, LLC

4.82K

Dec 31, 25

+552

0.00%

NICOLET ADVISORY SERVICES, LLC

3.88K

Dec 31, 25

-7.30K

0.00%

Pandora Wealth, Inc.

3.40K

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

398

Dec 31, 25

0.00%

Ransom Advisory, Ltd

189

Dec 31, 25

+189

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-169.07K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-5.50K

O'Dell Group, LLC

607.99K

Sep 30, 25

+14.22K

0.12%

BRASS TAX WEALTH MANAGEMENT, INC

320.96K

Sep 30, 25

+101.67K

0.06%

Apexium Financial, LP

220.39K

Sep 30, 25

+6.08K

0.04%

FIRST NATIONAL CORP /MA/ /ADV

120.25K

Sep 30, 25

+6.53K

0.02%

Accredited Wealth Management, LLC

113.77K

Sep 30, 25

+113.32K

0.02%

Wela Strategies, Inc.

79.60K

Sep 30, 25

-2.38K

0.02%

SYNOVUS FINANCIAL CORP

43.23K

Sep 30, 25

-1.30K

0.01%

GRIES FINANCIAL LLC

36.51K

Sep 30, 25

0.01%

Gunma Bank,Ltd.

29.78K

Sep 30, 25

-50.22K

0.01%

OPTIMUM INVESTMENT ADVISORS

24.60K

Sep 30, 25

-150

0.00%

Moloney Securities Asset Management, LLC

18.67K

Sep 30, 25

+286

0.00%

Watts Gwilliam & Co., LLC

17.24K

Sep 30, 25

+21

0.00%

Glenmede Investment Management, LP

16.88K

Sep 30, 25

+411

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

15.28K

Sep 30, 25

+1.03K

0.00%

EFG Asset Management (Americas) Corp.

12.13K

Sep 30, 25

+89

0.00%

FULLCIRCLE WEALTH LLC

3.47K

Sep 30, 25

+3.47K

0.00%

Pineridge Advisors LLC

1.10K

Sep 30, 25

0.00%

Hemington Wealth Management

497

Sep 30, 25

-114

0.00%

Stuart Chaussee & Associates, Inc.

478

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-63.67K

PINNACLE FINANCIAL PARTNERS INC

Sep 30, 25

-3.54K

Lion Street Advisors, LLC

Sep 30, 25

-5.77K

Smith Anglin Financial, LLC

1.47M

Jun 30, 25

+49.33K

0.28%

Northeast Financial Consultants Inc

1.46M

Jun 30, 25

-8.81K

0.28%

AVANTAX ADVISORY SERVICES, INC.

370.61K

Jun 30, 25

+5.89K

0.07%

Atria Wealth Solutions, Inc.

292.63K

Jun 30, 25

-78.54K

0.06%

First Horizon Advisors, Inc.

278.44K

Jun 30, 25

+94.98K

0.05%

Graypoint LLC

101.14K

Jun 30, 25

+3.07K

0.02%

Congress Wealth Management LLC / DE /

95.91K

Jun 30, 25

+1.87K

0.02%

Good Life Advisors, LLC

93.35K

Jun 30, 25

+6.62K

0.02%

Centricity Wealth Management, LLC

53.53K

Jun 30, 25

+8.64K

0.01%

DOHJ, LLC

25.18K

Jun 30, 25

-906

0.00%

Priebe Wealth Holdings LLC

14.13K

Jun 30, 25

-7.12K

0.00%

MONTAG & CALDWELL, LLC

10.77K

Jun 30, 25

+10.77K

0.00%

Summit X, LLC

8.32K

Jun 30, 25

-469

0.00%

Tyler-Stone Wealth Management

5.27K

Jun 30, 25

+11

0.00%

Capital Market Strategies LLC

5.14K

Jun 30, 25

+115

0.00%

Legacy Investment Solutions, LLC

354

Jun 30, 25

+354

0.00%

Moser Wealth Advisors, LLC

142

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

PrairieView Partners, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-165

Monterey Private Wealth, Inc.

147.78K

Mar 31, 25

+3.42K

0.03%

Orion Portfolio Solutions, LLC

123.72K

Mar 31, 25

+6.35K

0.02%

Marcum Wealth, LLC

8.85K

Mar 31, 25

+11

0.00%

Lane & Associates LLC

8.51K

Mar 31, 25

+962

0.00%

Sheaff Brock Investment Advisors, LLC

7.22K

Mar 31, 25

+26

0.00%

Sandy Spring Bank

3.00K

Mar 31, 25

-868

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.58K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

1.38K

Mar 31, 25

-577

0.00%

Buffington Mohr McNeal

Mar 31, 25

-4.89K

TrinityPoint Wealth, LLC

109.99K

Dec 31, 24

-408

0.02%

Maiden Cove Capital, LLC

40.92K

Dec 31, 24

+750

0.01%

LAKE STREET ADVISORS GROUP, LLC

27.79K

Dec 31, 24

0.01%

Tallon Kerry Patrick

26.26K

Dec 31, 24

+26.26K

0.00%

Riggs Capital Management LLC

17.35K

Dec 31, 24

+17.35K

0.00%

SignalPoint Asset Management, LLC

11.20K

Dec 31, 24

+125

0.00%

CRITERION CAPITAL ADVISORS, LLC

9.11K

Dec 31, 24

0.00%

Private Portfolio Partners LLC

8.89K

Dec 31, 24

-264

0.00%

Bison Wealth, LLC

4.87K

Dec 31, 24

+14

0.00%

TAP Consulting, LLC

3.87K

Dec 31, 24

+132

0.00%

Sanctuary Wealth Management, L.L.C.

3.09K

Dec 31, 24

+349

0.00%

Cassady Schiller Wealth Management, LLC

2.72K

Dec 31, 24

-607

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.03K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

1.01K

Dec 31, 24

+101

0.00%

RE Dickinson Investment Advisors, LLC

300

Dec 31, 24

0.00%

WR Wealth Planners, LLC

120

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-7.29K

Fernwood Investment Management, LLC

Dec 31, 24

-46.26K

Raymond James Financial Services Advisors, Inc.

8.61M

Sep 30, 24

-209.24K

1.64%

RAYMOND JAMES & ASSOCIATES

2.54M

Sep 30, 24

+45.54K

0.48%

LWMG, LLC

1.12M

Sep 30, 24

+24.59K

0.21%

ETFIDEA, LLC

578.71K

Sep 30, 24

+3.89K

0.11%

9258 Wealth Management, LLC

295.22K

Sep 30, 24

-3.01K

0.06%

Family Asset Management, LLC

104.75K

Sep 30, 24

+28.80K

0.02%

Aspire Wealth Management Corp

92.47K

Sep 30, 24

-968

0.02%

RAYMOND JAMES TRUST N.A.

86.52K

Sep 30, 24

-2.98K

0.02%

Kowal Investment Group, LLC

65.42K

Sep 30, 24

+4.41K

0.01%

Edmonds Duncan Registered Investment Advisors, LLC

37.27K

Sep 30, 24

0.01%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

26.45K

Sep 30, 24

-78

0.01%

FinTrust Capital Advisors, LLC

12.22K

Sep 30, 24

-2.39K

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

11.22K

Sep 30, 24

-230.95K

0.00%

Naples Money Management LLC

7.62K

Sep 30, 24

-108

0.00%

Pegasus Partners Ltd.

6.52K

Sep 30, 24

0.00%

LifePro Asset Management

4.80K

Sep 30, 24

-439

0.00%

CIC Wealth, LLC

4.32K

Sep 30, 24

-123

0.00%

GUARDIAN CAPITAL ADVISORS LP

4.00K

Sep 30, 24

0.00%

GYL FINANCIAL SYNERGIES, LLC

3.93K

Sep 30, 24

+3.93K

0.00%

SpiderRock Advisors, LLC

3.80K

Sep 30, 24

+3.80K

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

3.76K

Sep 30, 24

+216

0.00%

TNF LLC

3.69K

Sep 30, 24

+3.69K

0.00%

Halpern Financial, Inc.

269

Sep 30, 24

+269

0.00%

First Personal Financial Services

170

Sep 30, 24

0.00%

BlackRock Inc.

9.90M

Jun 30, 24

+235.16K

1.88%

Gratus Capital LLC

419.64K

Jun 30, 24

+1.20K

0.08%

BENJAMIN F. EDWARDS & COMPANY, INC.

36.73K

Jun 30, 24

+43

0.01%

GIRARD PARTNERS LTD.

10.26K

Jun 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.49K

Jun 30, 24

-7.25K

0.00%

Levy Wealth Management Group, LLC

7.20K

Jun 30, 24

+91

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

4.87K

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

3.40K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

118

Jun 30, 24

-6.19K

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-9.06K

Cetera Advisor Networks LLC

861.70K

Mar 31, 24

-62.52K

0.16%

Cetera Advisors LLC

784.58K

Mar 31, 24

+209.25K

0.15%

Ratio Wealth Group

331.86K

Mar 31, 24

+15.71K

0.06%

Connectus Wealth, LLC

183.71K

Mar 31, 24

+14.79K

0.03%

Benedetti & Gucer, Inc.

64.28K

Mar 31, 24

+2.27K

0.01%

EUDAIMONIA ADVISORS LLC

21.08K

Mar 31, 24

-1.98K

0.00%

Retirement Group, LLC

5.57K

Mar 31, 24

+171

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-561

Syntal Capital Partners, LLC

Mar 31, 24

-8.79K

LWS Wealth Advisors, Inc.

68.74K

Dec 31, 23

+1.87K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

40.90K

Dec 31, 23

+40.90K

0.01%

Asset Management Resources, LLC

22.41K

Dec 31, 23

-333

0.00%

Simplicity Solutions, LLC

14.85K

Dec 31, 23

0.00%

WADE G W & INC

13.68K

Dec 31, 23

0.00%

StrategIQ Financial Group, LLC

11.87K

Dec 31, 23

-80

0.00%

WEALTHSOURCE PARTNERS, LLC

10.28K

Dec 31, 23

+86

0.00%

Bartlett & Co. LLC

5.48K

Dec 31, 23

-575

0.00%

Curi Wealth Management, LLC

4.55K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

1.29K

Dec 31, 23

+19

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

655.29K

Sep 30, 23

-79.05K

0.12%

Windsor Group LTD

166.90K

Sep 30, 23

+3.18K

0.03%

WealthOne, LLC

156.56K

Sep 30, 23

-14.10K

0.03%

Truadvice, LLC

33.94K

Sep 30, 23

-1.32K

0.01%

PATHSTONE FAMILY OFFICE, LLC

31.79K

Sep 30, 23

+3.47K

0.01%

Icon Wealth Partners, LLC

30.76K

Sep 30, 23

-656

0.01%

COLONY GROUP LLC

22.14K

Sep 30, 23

-34.59K

0.00%

COMERICA SECURITIES,INC.

19.23K

Sep 30, 23

-19

0.00%

ROPES WEALTH ADVISORS LLC

12.35K

Sep 30, 23

-5.46K

0.00%

BEDEL FINANCIAL CONSULTING INC

5.26K

Sep 30, 23

+5.26K

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

2.33K

Sep 30, 23

+2.33K

0.00%

Column Capital Advisors, LLC

936

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

200

Sep 30, 23

0.00%

ROTHSCHILD INVESTMENT CORP /IL

Sep 30, 23

-4.85K

First Command Bank

1.39M

Jun 30, 23

-372.69K

0.26%

First Command Financial Services, Inc.

1.39M

Jun 30, 23

-372.69K

0.26%

Ten Capital Wealth Advisors, LLC

435.64K

Jun 30, 23

-756

0.08%

NEIRG Wealth Management, LLC

192.73K

Jun 30, 23

+97.73K

0.04%

LEO BROKERAGE, LLC

51.77K

Jun 30, 23

-5.57K

0.01%

BDO Wealth Advisors, LLC

8.97K

Jun 30, 23

-84

0.00%

Vident Investment Advisory, LLC

5.40K

Jun 30, 23

+5.40K

0.00%

TIAA, FSB

5.29K

Jun 30, 23

-1.87K

0.00%

Veritable, L.P.

5.00K

Jun 30, 23

-902

0.00%

BMS Financial Advisors, LLC

4.83K

Jun 30, 23

-96

0.00%

AJ WEALTH STRATEGIES, LLC

4.13K

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

1.76K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

427

Jun 30, 23

0.00%

Cardinal Point Wealth Management Partners, LLC

14.47K

Mar 31, 23

+2.97K

0.00%

Avalon Investment & Advisory

5.12K

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

Mar 31, 23

+60

0.00%

Ford Financial Group, LLC

Mar 31, 23

-5.57K

Sanford Advisory Services, LLC

545.97K

Dec 31, 22

-21.28K

0.10%

F3Logic, LLC

375.09K

Dec 31, 22

+30.74K

0.07%

Gallagher Benefit Services, Inc.

375.09K

Dec 31, 22

+375.09K

0.07%

Tillar-Wenstrup Advisors, LLC

229.86K

Dec 31, 22

+101.29K

0.04%

WC Walker & Associates, Inc.

147.21K

Dec 31, 22

-816

0.03%

Lehman & Derafelo Financial Resources LLC

44.07K

Dec 31, 22

+44.07K

0.01%

RESOLUTE FINANCIAL, LLC

37.29K

Dec 31, 22

+2.39K

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

24.57K

Dec 31, 22

-1.93K

0.00%

YorkBridge Wealth Partners, LLC

10.18K

Dec 31, 22

+372

0.00%

Laurel Wealth Advisors, Inc.

8.95K

Dec 31, 22

-334

0.00%

Regent Investment Management LLC

4.34K

Dec 31, 22

+4.34K

0.00%

Hotaling Investment Management, LLC

4.33K

Dec 31, 22

-2.55K

0.00%

Sargent Bickham Lagudis LLC

2.61K

Dec 31, 22

+17

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

1.77K

Dec 31, 22

-811

0.00%

Beaumont Financial Partners, LLC

293.44K

Sep 30, 22

-2.03K

0.06%

55I, LLC

265.73K

Sep 30, 22

+139.49K

0.05%

FourThought Financial, LLC

91.58K

Sep 30, 22

+7.29K

0.02%

American Portfolios Advisors

86.58K

Sep 30, 22

+471

0.02%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

30.42K

Sep 30, 22

+1.15K

0.01%

Maryland Capital Management

30.14K

Sep 30, 22

-457

0.01%

Legacy Wealth Planning, LLC

15.60K

Sep 30, 22

-530

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

14.30K

Sep 30, 22

0.00%

BRR OpCo, LLC

11.83K

Sep 30, 22

+2.61K

0.00%

KARLINSKI ANDREW C

10.86K

Sep 30, 22

0.00%

Doyle Wealth Management

4.74K

Sep 30, 22

-2.29K

0.00%

MILESTONE WEALTH, LLC

1.72K

Sep 30, 22

0.00%

Karp Capital Management Corp

1.35K

Sep 30, 22

-4.33K

0.00%

Strategic Asset Management, LLC

872

Sep 30, 22

+136

0.00%

Covington Capital Management

690

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-39

SADOFF INVESTMENT MANAGEMENT LLC

Sep 30, 22

-4.45K

Corient Capital Partners, LLC

Sep 30, 22

-5.34K

Corbenic Partners LLC

1.08M

Jun 30, 22

-3.81K

0.20%

HYA Advisors, Inc

126.39K

Jun 30, 22

+11.21K

0.02%

Pinnacle Private Wealth, LLC

77.95K

Jun 30, 22

+7.86K

0.01%

Minot Wealth Management LLC

19.80K

Jun 30, 22

0.00%

TRH Financial, LLC

13.62K

Jun 30, 22

-596

0.00%

B. Riley Wealth Management, Inc.

5.39K

Jun 30, 22

-13.35K

0.00%

KerberRose Wealth Management, LLC

4.92K

Jun 30, 22

+4.92K

0.00%

Lake Point Wealth Management

642

Jun 30, 22

+568

0.00%

Private Capital Group, LLC

Jun 30, 22

-300

RITTER DANIHER FINANCIAL ADVISORY LLC

337.26K

Mar 31, 22

+2.13K

0.06%

Meristem Family Wealth, LLC

25.20K

Mar 31, 22

+5.34K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

22.89K

Mar 31, 22

+11.70K

0.00%

Winfield Associates, Inc.

15.77K

Mar 31, 22

+6.40K

0.00%

Karn, Couzens & Associates, Inc.

5.48K

Mar 31, 22

+5.48K

0.00%

Freedman Financial Associates, Inc.

2.00K

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

520

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

293

Mar 31, 22

0.00%

VIRIDIAN RIA, LLC

Mar 31, 22

-15.85K

Carroll Financial Associates, Inc.

157.63K

Dec 31, 21

+9.04K

0.03%

Investors Financial Group, LLC

40.93K

Dec 31, 21

-227

0.01%

NEXT Financial Group, Inc

25.48K

Dec 31, 21

-294

0.00%

Castle Financial & Retirement Planning Associates, Inc.

16.74K

Dec 31, 21

+16.74K

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

5.10K

Dec 31, 21

-62

0.00%

HawsGoodwin Investment Management LLC

3.50K

Dec 31, 21

0.00%

Homrich & Berg

173.09K

Sep 30, 21

-3.09K

0.03%

New England Investment & Retirement Group, Inc.

126.18K

Sep 30, 21

-2.13K

0.02%

Ameritas Investment Company, LLC

39.26K

Sep 30, 21

+4.44K

0.01%

LEVEL FOUR FINANCIAL, LLC

28.71K

Sep 30, 21

-2.82K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

14.18K

Sep 30, 21

-1.16K

0.00%

Cascadia Advisory Services, LLC

13.89K

Sep 30, 21

+1.29K

0.00%

NorthCoast Asset Management LLC

7.97K

Sep 30, 21

+1.07K

0.00%

SECURITY NATIONAL TRUST CO

5.46K

Sep 30, 21

0.00%

FMA ADVISORY INC

4.94K

Sep 30, 21

-173

0.00%

BBVA USA

Sep 30, 21

-41

0.00%

20/20 Capital Management, Inc.

92.43K

Jun 30, 21

+13.12K

0.02%

Strategic Wealth Management Group, LLC

26.96K

Jun 30, 21

+5.21K

0.01%

Novak Financial Planning, LLC

26.59K

Jun 30, 21

-296

0.01%

Pinnacle Wealth Advisors

12.25K

Jun 30, 21

+12.25K

0.00%

Geier Asset Management, Inc.

5.67K

Jun 30, 21

-403

0.00%

Hoover Financial Advisors, Inc.

1.34K

Jun 30, 21

0.00%

Stewardship Financial Advisors, LLC

853.22K

Mar 31, 21

+55.92K

0.16%

NORTH AMERICAN MANAGEMENT CORP

144.15K

Mar 31, 21

+222

0.03%

Sullivan, Bruyette, Speros & Blaney, LLC

3.00K

Mar 31, 21

0.00%

NewFocus Financial Group, LLC

6.26K

Dec 31, 20

0.00%

Independence Wealth Advisors, Inc.

4.63K

Dec 31, 20

+4.63K

0.00%

Winslow, Evans & Crocker, Inc.

3.50K

Dec 31, 20

+1.00K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

Dec 31, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

935.12K

Sep 30, 20

+68.90K

0.18%

First Allied Advisory Services, Inc.

833.73K

Sep 30, 20

-143.84K

0.16%

FCG ADVISORS, LLC

14.44K

Sep 30, 20

+14.44K

0.00%

Watson Rebecca

12.24K

Sep 30, 20

-527

0.00%

Partnervest Advisory Services LLC

9.10K

Sep 30, 20

+9.10K

0.00%

LifePlan Financial Group, Inc

5.58K

Sep 30, 20

+3.69K

0.00%

NORTHSTAR WEALTH PARTNERS LLC

5.27K

Sep 30, 20

-21.28K

0.00%

Argent Wealth Management LLC

1.36M

Jun 30, 20

+97.41K

0.26%

Starfire Investment Advisers, Inc.

20.34K

Jun 30, 20

+20.34K

0.00%

TRUEWEALTH LLC

263

Jun 30, 20

0.00%

Willingdon Wealth Management

73.53K

Mar 31, 20

-420

0.01%

Squar Milner Financial Services LLC

35.50K

Mar 31, 20

+9.31K

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

361

Mar 31, 20

+106

0.00%

Osborn Williams & Donohoe LLC

Mar 31, 20

-5.47K

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.25M

Dec 31, 19

+141.12K

0.24%

Advisor Group, Inc.

738.36K

Dec 31, 19

-122.41K

0.14%

CAPITAL ONE, NATIONAL ASSOCIATION

26.28K

Dec 31, 19

+26.28K

0.00%

SUNTRUST BANKS INC

2.13M

Sep 30, 19

+455.06K

0.40%

BB&T SECURITIES, LLC

303.90K

Sep 30, 19

+90.65K

0.06%

BIEGEL & WALLER LLC

73.82K

Sep 30, 19

-1.38K

0.01%

Wealth & Pension Services Group, Inc.

45.16K

Sep 30, 19

-65

0.01%

HL FINANCIAL SERVICES LLC

156.82K

Mar 31, 19

+29.47K

0.03%

NEXT Financial Holdings

2.04K

Mar 31, 19

+2.04K

0.00%

Questar Asset Management, Inc.

36.01K

Dec 31, 18

+36.01K

0.01%

Palo Capital, Inc.

6.71K

Dec 31, 18

+6.71K

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

28.45K

Sep 30, 18

+28.45K

0.01%

Edge Advisors, LLC

5.34K

Jun 30, 18

0.00%

Huntington Steele LLC

158.52K

Mar 31, 18

0.03%

WealthShield, LLC

115.75K

Dec 31, 17

+115.75K

0.02%

SII INVESTMENTS INC/WI

32.70K

Dec 31, 17

-1.36K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-96.82K

NATIONAL PLANNING CORP

Dec 31, 17

-73.25K

GIRARD SECURITIES, INC.

26.59K

Sep 30, 17

-2.51K

0.01%

Commonwealth Equity Services, Inc

994.66K

Jun 30, 17

+49.43K

0.19%

Lebenthal Asset Management, LLC

9.69K

Mar 31, 17

-4.85K

0.00%

GRAY FINANCIAL GROUP /GA /ADV /ADV

657.93K

Dec 31, 16

0.12%

MSI Financial Services Inc

96.35K

Dec 31, 16

+15.81K

0.02%

BlackRock Investment Management, LLC

17.98K

Dec 31, 16

-330

0.00%

Lebenthal Wealth Advisors, LLC

8.23K

Jun 30, 16

+8.23K

0.00%

Lebenthal Holdings,LLC

8.23K

Jun 30, 16

+8.23K

0.00%

Gupta Wealth Management LLC

1.40K

Mar 31, 16

0.00%

MANAGED ACCOUNT ADVISORS LLC

153.40K

Jun 30, 15

+63.63K

0.03%

BAIRD ROBERT W & CO INC /WI/

14.76K

Mar 31, 15

+14.76K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.90K

Dec 31, 14

+1.90K

0.00%

UBS AG

13.10K

Sep 30, 14

+13.10K

0.00%