iShares Select Dividend ETF(DVY)

$162.50—Stale · unknown old

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iShares Select Dividend ETF(DVY)

NASDAQ • Last print unknown ago

$162.50—Stale · unknown old

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DVY(DVY)

DVY

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

7.02M

Jun 30, 26

-1.05M

4.82%

MORGAN STANLEY

6.57M

Jun 30, 26

+50.55K

4.51%

WELLS FARGO & COMPANY/MN

3.87M

Jun 30, 26

+57.44K

2.65%

PNC FINANCIAL SERVICES GROUP, INC.

3.46M

Jun 30, 26

-44.05K

2.38%

NORTHERN TRUST CORP

3.08M

Jun 30, 26

-26.70K

2.12%

ROYAL BANK OF CANADA

2.70M

Jun 30, 26

-48.68K

1.85%

LPL Financial LLC

1.86M

Jun 30, 26

+69.97K

1.28%

JPMORGAN CHASE & CO

1.61M

Jun 30, 26

+71.05K

1.10%

Bank of New York Mellon Corp

1.59M

Jun 30, 26

-19.93K

1.09%

ENVESTNET ASSET MANAGEMENT INC

1.58M

Jun 30, 26

+88.83K

1.08%

RAYMOND JAMES FINANCIAL INC

1.23M

Jun 30, 26

+44.52K

0.84%

UBS Group AG

1.11M

Jun 30, 26

-56.75K

0.76%

US BANCORP \DE\

1.09M

Jun 30, 26

-17.07K

0.75%

TRUIST FINANCIAL CORP

1.09M

Jun 30, 26

-13.26K

0.75%

Howard Capital Management Inc.

1.01M

Jun 30, 26

0.69%

BANK OF MONTREAL /CAN/

797.35K

Jun 30, 26

+28.86K

0.55%

FIFTH THIRD BANCORP

658.94K

Jun 30, 26

+13.26K

0.45%

Northside Capital Management, LLC

651.37K

Jun 30, 26

-2.58K

0.45%

GOLDMAN SACHS GROUP INC

592.14K

Jun 30, 26

-100.55K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

573.40K

Jun 30, 26

-17.14K

0.39%

Cetera Investment Advisers

572.20K

Jun 30, 26

+32.28K

0.39%

Rockefeller Capital Management L.P.

562.23K

Jun 30, 26

+10.85K

0.39%

ADVISOR GROUP HOLDINGS, INC.

497.66K

Jun 30, 26

+12.35K

0.34%

AMERIPRISE FINANCIAL INC

492.69K

Jun 30, 26

-10.98K

0.34%

Colony Group, LLC

478.07K

Jun 30, 26

+12.37K

0.33%

HUNTINGTON NATIONAL BANK

330.48K

Jun 30, 26

+1.07K

0.23%

HighTower Advisors, LLC

325.88K

Jun 30, 26

-5.60K

0.22%

AMG National Trust Bank

320.54K

Jun 30, 26

+6.59K

0.22%

Creative Planning

318.44K

Jun 30, 26

+869

0.22%

Mariner, LLC

318.24K

Jun 30, 26

-77.72K

0.22%

STIFEL FINANCIAL CORP

315.36K

Jun 30, 26

+3.54K

0.22%

Pinnacle Financial Partners, Inc.

307.31K

Jun 30, 26

+7.30K

0.21%

Sterling Investment Advisors, Ltd.

305.31K

Jun 30, 26

+39.31K

0.21%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

299.00K

Jun 30, 26

-113.59K

0.21%

CIBC WORLD MARKET INC.

276.59K

Jun 30, 26

-6.88K

0.19%

COMMERCE BANK

275.34K

Jun 30, 26

-5.43K

0.19%

Moment Partners, LLC

270.06K

Jun 30, 26

+11.23K

0.19%

M&T BANK CORP

251.47K

Jun 30, 26

-2.31K

0.17%

GLENMEDE TRUST CO NA

249.30K

Jun 30, 26

+7.17K

0.17%

Private Advisor Group, LLC

249.10K

Jun 30, 26

+35.25K

0.17%

Baird Financial Group, Inc.

242.44K

Jun 30, 26

-464

0.17%

Janney Montgomery Scott LLC

240.14K

Jun 30, 26

+1.36K

0.16%

LBMC INVESTMENT ADVISORS, LLC

231.26K

Jun 30, 26

+550

0.16%

ASSETMARK, INC

219.48K

Jun 30, 26

-1.00K

0.15%

FMR LLC

202.53K

Jun 30, 26

+8.78K

0.14%

HB Wealth Management, LLC

199.54K

Jun 30, 26

+64.40K

0.14%

Olistico Wealth, LLC

188.21K

Jun 30, 26

+186.34K

0.13%

Cambridge Investment Research Advisors, Inc.

187.54K

Jun 30, 26

+10.79K

0.13%

FRANKLIN RESOURCES INC

186.08K

Jun 30, 26

+6.17K

0.13%

Ellis Investment Partners, LLC

184.50K

Jun 30, 26

-5.20K

0.13%

Valmark Advisers, Inc.

179.19K

Jun 30, 26

-2.31K

0.12%

MYDA Advisors LLC

175.00K

Jun 30, 26

-85.00K

0.12%

Yukon Wealth Management, Inc.

174.56K

Jun 30, 26

+46.24K

0.12%

BLAIR WILLIAM & CO/IL

167.18K

Jun 30, 26

+1.83K

0.11%

BNP PARIBAS ARBITRAGE, SNC

162.88K

Jun 30, 26

+57.18K

0.11%

Evelyn Partners Group Ltd

162.48K

Jun 30, 26

+162.48K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

160.09K

Jun 30, 26

-3.20K

0.11%

MILLER HOWARD INVESTMENTS INC /NY

150.23K

Jun 30, 26

-33.95K

0.10%

NATIONAL BANK OF CANADA /FI/

148.38K

Jun 30, 26

+2.62K

0.10%

GW HENSSLER & ASSOCIATES LTD

147.51K

Jun 30, 26

+2.61K

0.10%

Kestra Advisory Services, LLC

145.61K

Jun 30, 26

-20.31K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

145.54K

Jun 30, 26

+2.74K

0.10%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

142.56K

Jun 30, 26

-8.61K

0.10%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

140.59K

Jun 30, 26

+125.25K

0.10%

Sixth Street Partners Management Company, L.P.

140.59K

Jun 30, 26

+140.59K

0.10%

Fifth Third Wealth Advisors LLC

139.36K

Jun 30, 26

+1.36K

0.10%

Cerity Partners LLC

137.30K

Jun 30, 26

+5.11K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

133.52K

Jun 30, 26

-17.46K

0.09%

Arcus Capital Partners, LLC

126.32K

Jun 30, 26

-15.86K

0.09%

Capital Investment Advisors, LLC

126.03K

Jun 30, 26

+2.27K

0.09%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

125.69K

Jun 30, 26

+5.82K

0.09%

Advisory Services Network, LLC

125.60K

Jun 30, 26

-6.48K

0.09%

Equitable Holdings, Inc.

124.68K

Jun 30, 26

+2.08K

0.09%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

124.33K

Jun 30, 26

-225

0.09%

DAVENPORT & Co LLC

122.67K

Jun 30, 26

+19.11K

0.08%

Round Rock Advisors, LLC

120.15K

Jun 30, 26

+5.50K

0.08%

Cresset Asset Management, LLC

116.34K

Jun 30, 26

+13.17K

0.08%

KWMG, LLC

114.95K

Jun 30, 26

+5.78K

0.08%

Qube Research & Technologies Ltd

113.56K

Jun 30, 26

+113.56K

0.08%

CULLEN/FROST BANKERS, INC.

111.80K

Jun 30, 26

+2.20K

0.08%

MAI Capital Management

105.32K

Jun 30, 26

+23.73K

0.07%

NTV ASSET MANAGEMENT LLC

104.70K

Jun 30, 26

-1.31K

0.07%

Lido Advisors, LLC

104.54K

Jun 30, 26

+3.19K

0.07%

Integrated Wealth Concepts LLC

102.32K

Jun 30, 26

+29.77K

0.07%

CI Private Wealth, LLC

100.50K

Jun 30, 26

+5.45K

0.07%

CAPTRUST FINANCIAL ADVISORS

99.36K

Jun 30, 26

+7.79K

0.07%

Powell Investment Advisors, LLC

99.24K

Jun 30, 26

+717

0.07%

MML INVESTORS SERVICES, LLC

98.91K

Jun 30, 26

+9.82K

0.07%

Steward Partners Investment Advisory, LLC

97.53K

Jun 30, 26

+3.78K

0.07%

JONES FINANCIAL COMPANIES LLLP

96.09K

Jun 30, 26

+42.94K

0.07%

Beacon Pointe Advisors, LLC

94.58K

Jun 30, 26

+2.34K

0.06%

JGP Wealth Management, LLC

90.97K

Jun 30, 26

-1.41K

0.06%

Pathstone Holdings, LLC

86.79K

Jun 30, 26

+15.43K

0.06%

Sanctuary Advisors, LLC

86.50K

Jun 30, 26

+12.32K

0.06%

Raab & Moskowitz Asset Management LLC

83.95K

Jun 30, 26

+9.71K

0.06%

North Star Investment Management Corp.

82.83K

Jun 30, 26

+308

0.06%

TD PRIVATE CLIENT WEALTH LLC

80.52K

Jun 30, 26

+18.46K

0.06%

MONETA GROUP INVESTMENT ADVISORS LLC

80.42K

Jun 30, 26

-23.70K

0.06%

Cartesian Growth Corp

79.04K

Jun 30, 26

-398

0.05%

FIRST UNITED BANK & TRUST

74.74K

Jun 30, 26

-273

0.05%

NewEdge Advisors, LLC

74.14K

Jun 30, 26

-1.40K

0.05%

Allen Investment Management LLC

72.97K

Jun 30, 26

0.05%

White Lighthouse Investment Management Inc.

70.03K

Jun 30, 26

-615

0.05%

OLD NATIONAL BANCORP /IN/

67.86K

Jun 30, 26

-1.32K

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

66.04K

Jun 30, 26

+3.08K

0.05%

AE Wealth Management LLC

65.27K

Jun 30, 26

-33.45K

0.04%

Quantinno Capital Management LP

64.15K

Jun 30, 26

-11.72K

0.04%

SRS Capital Advisors, Inc.

62.91K

Jun 30, 26

+32.17K

0.04%

SOA Wealth Advisors, LLC.

61.20K

Jun 30, 26

-2.21K

0.04%

Asset Advisors Investment Management, LLC

61.07K

Jun 30, 26

-731

0.04%

Wealth Management Associates, Inc.

61.06K

Jun 30, 26

+933

0.04%

CIBC Bancorp USA Inc.

60.05K

Jun 30, 26

+1.68K

0.04%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

58.83K

Jun 30, 26

-2.86K

0.04%

Sequoia Financial Advisors, LLC

56.75K

Jun 30, 26

+936

0.04%

Beaumont Financial Advisors, LLC

55.71K

Jun 30, 26

-814

0.04%

EDGEWOOD MANAGEMENT LLC

54.93K

Jun 30, 26

0.04%

Mutual Advisors, LLC

53.63K

Jun 30, 26

-2.31K

0.04%

Prospera Financial Services Inc

53.42K

Jun 30, 26

+329

0.04%

AMARILLO NATIONAL BANK

53.35K

Jun 30, 26

-713

0.04%

KCM INVESTMENT ADVISORS LLC

52.67K

Jun 30, 26

-177

0.04%

Stelac Advisory Services LLC

52.63K

Jun 30, 26

-419

0.04%

Vanguard National Trust Co

52.54K

Jun 30, 26

+16.00K

0.04%

OPPENHEIMER & CO INC

51.48K

Jun 30, 26

+982

0.04%

Linscomb & Williams, Inc.

51.28K

Jun 30, 26

-2.79K

0.04%

BOKF, NA

50.97K

Jun 30, 26

-2.90K

0.04%

CARRET ASSET MANAGEMENT, LLC

50.33K

Jun 30, 26

+842

0.03%

Wealth Quarterback LLC

50.05K

Jun 30, 26

+6.58K

0.03%

Smithfield Trust Co

48.84K

Jun 30, 26

-1.90K

0.03%

Kovitz Investment Group Partners, LLC

48.29K

Jun 30, 26

+1.02K

0.03%

Lee Financial Co

47.60K

Jun 30, 26

-2.49K

0.03%

Glenview Trust Co

46.96K

Jun 30, 26

+31

0.03%

LMG Wealth Partners, LLC

46.68K

Jun 30, 26

+5.02K

0.03%

Pinnacle Financial Group, LLC / IL

46.50K

Jun 30, 26

-12.28K

0.03%

Prime Capital Investment Advisors, LLC

46.46K

Jun 30, 26

+147

0.03%

Callan Family Office, LLC

46.30K

Jun 30, 26

+125

0.03%

Integrated Advisors Network LLC

45.41K

Jun 30, 26

+35.02K

0.03%

NEW ENGLAND ASSET MANAGEMENT INC

45.05K

Jun 30, 26

+5.30K

0.03%

IFG Advisors, LLC

44.95K

Jun 30, 26

-16.25K

0.03%

D.A. DAVIDSON & CO.

44.72K

Jun 30, 26

+13.80K

0.03%

Verus Financial Partners, Inc.

44.28K

Jun 30, 26

-1.52K

0.03%

ALLIANCEBERNSTEIN L.P.

42.95K

Jun 30, 26

+7.19K

0.03%

Principle Wealth Partners LLC

42.01K

Jun 30, 26

-459

0.03%

HIGHLAND CAPITAL MANAGEMENT, LLC

41.78K

Jun 30, 26

+400

0.03%

IFP Advisors, Inc

41.77K

Jun 30, 26

-1.65K

0.03%

Rathbones Group PLC

40.17K

Jun 30, 26

-191

0.03%

CITIZENS FINANCIAL GROUP INC/RI

40.03K

Jun 30, 26

+1.04K

0.03%

FIFTH THIRD SECURITIES, INC.

39.91K

Jun 30, 26

-80

0.03%

GTS SECURITIES LLC

39.69K

Jun 30, 26

+39.69K

0.03%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

39.60K

Jun 30, 26

-3.47K

0.03%

FOCUS Wealth Advisors, LLC

39.10K

Jun 30, 26

+168

0.03%

PINNACLE ASSOCIATES LTD

38.73K

Jun 30, 26

+3.90K

0.03%

Eagle Bay Advisors LLC

38.71K

Jun 30, 26

0.03%

Daybright Advisory Services, Inc.

38.67K

Jun 30, 26

-699

0.03%

J.W. COLE ADVISORS, INC.

37.92K

Jun 30, 26

+37.92K

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

37.79K

Jun 30, 26

+1.11K

0.03%

IFG Advisory, LLC

37.42K

Jun 30, 26

+35.77K

0.03%

BANK OF HAWAII

36.71K

Jun 30, 26

+115

0.03%

EXCHANGE TRADED CONCEPTS, LLC

36.66K

Jun 30, 26

-1.71K

0.03%

LANDAAS & CO /WI /ADV

36.44K

Jun 30, 26

-46

0.03%

Joseph P. Lucia & Associates, LLC

36.39K

Jun 30, 26

+4.96K

0.02%

Mendel Capital Management LLC

36.39K

Jun 30, 26

-2

0.02%

AQR CAPITAL MANAGEMENT LLC

36.00K

Jun 30, 26

+3.27K

0.02%

Clearstead Advisors, LLC

35.05K

Jun 30, 26

-8.95K

0.02%

Murphy, Middleton, Hinkle & Parker, Inc.

35.01K

Jun 30, 26

+879

0.02%

SIG BROKERAGE, LP

34.95K

Jun 30, 26

0.02%

Jackson, Grant Investment Advisers, Inc.

34.86K

Jun 30, 26

-3.57K

0.02%

DEUTSCHE BANK AG\

34.48K

Jun 30, 26

+8.13K

0.02%

BlackRock, Inc.

34.31K

Jun 30, 26

+5.62K

0.02%

LAUREL OAK WEALTH MANAGEMENT, LLC

34.01K

Jun 30, 26

-575

0.02%

Ironwood Financial, llc

33.29K

Jun 30, 26

-793

0.02%

ALBION FINANCIAL GROUP /UT

32.95K

Jun 30, 26

-37

0.02%

Cornerstone Management, Inc.

32.92K

Jun 30, 26

+1.16K

0.02%

Balentine LLC

32.67K

Jun 30, 26

-2.81K

0.02%

MV CAPITAL MANAGEMENT, INC.

32.64K

Jun 30, 26

-179

0.02%

Concurrent Investment Advisors, LLC

32.58K

Jun 30, 26

-2.91K

0.02%

Klingman & Associates, LLC

32.13K

Jun 30, 26

-86

0.02%

Sankala Group LLC

31.80K

Jun 30, 26

+1.16K

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

31.68K

Jun 30, 26

+388

0.02%

Gallagher Capital Advisors, LLC

31.66K

Jun 30, 26

+31.66K

0.02%

SCOTIA CAPITAL INC.

31.65K

Jun 30, 26

-2.18K

0.02%

LGL PARTNERS, LLC

31.32K

Jun 30, 26

+246

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

31.25K

Jun 30, 26

-114

0.02%

Keebeck Wealth Management, LLC

31.11K

Jun 30, 26

-68

0.02%

Omega Financial Group, LLC

31.08K

Jun 30, 26

-465

0.02%

Mechanics Bank Trust Department

31.07K

Jun 30, 26

+980

0.02%

Hilltop Holdings Inc.

30.83K

Jun 30, 26

+625

0.02%

Miracle Mile Advisors, LLC

30.76K

Jun 30, 26

+2.03K

0.02%

Scarborough Advisors, LLC

30.68K

Jun 30, 26

+72

0.02%

Allworth Financial LP

30.66K

Jun 30, 26

-2.32K

0.02%

BESSEMER GROUP INC

30.63K

Jun 30, 26

+3.54K

0.02%

Farther Finance Advisors, LLC

30.46K

Jun 30, 26

+1.21K

0.02%

FAS Wealth Partners, Inc.

30.46K

Jun 30, 26

+281

0.02%

Taylor Financial Group, Inc.

30.43K

Jun 30, 26

+1.36K

0.02%

FULTON BANK, N.A.

30.26K

Jun 30, 26

-201

0.02%

St. Clair Advisors, LLC

29.72K

Jun 30, 26

-97

0.02%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

29.40K

Jun 30, 26

-160

0.02%

Mine & Arao Wealth Creation & Management, LLC.

29.17K

Jun 30, 26

+229

0.02%

SIMON QUICK ADVISORS, LLC

29.16K

Jun 30, 26

+5.70K

0.02%

Modern Wealth Management, LLC

29.13K

Jun 30, 26

+26.94K

0.02%

Argent Trust Co

28.93K

Jun 30, 26

+2.61K

0.02%

BBR PARTNERS, LLC

28.87K

Jun 30, 26

+25.18K

0.02%

Shulman DeMeo Asset Management LLC

28.59K

Jun 30, 26

-1.20K

0.02%

MISSION WEALTH MANAGEMENT, LP

28.54K

Jun 30, 26

+2.31K

0.02%

HighPoint Advisor Group LLC

28.37K

Jun 30, 26

-82

0.02%

BURKE & HERBERT BANK & TRUST CO

28.25K

Jun 30, 26

-549

0.02%

BROWN ADVISORY INC

28.10K

Jun 30, 26

-15

0.02%

Geneos Wealth Management Inc.

27.77K

Jun 30, 26

+4.45K

0.02%

Godfrey Financial Associates, Inc.

27.76K

Jun 30, 26

+554

0.02%

Wealthfront Advisers LLC

27.70K

Jun 30, 26

-471

0.02%

Tradition Wealth Management, LLC

27.63K

Jun 30, 26

-1.12K

0.02%

My Personal CFO, LLC

27.55K

Jun 30, 26

+273

0.02%

Summit Wealth Partners, LLC

27.51K

Jun 30, 26

-676

0.02%

One Wealth Advisors, LLC

27.37K

Jun 30, 26

0.02%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

27.27K

Jun 30, 26

-71.64K

0.02%

Graves Light Lenhart Wealth, Inc.

27.25K

Jun 30, 26

-638

0.02%

AlphaCore Capital LLC

27.08K

Jun 30, 26

-2.22K

0.02%

Waverly Advisors, LLC

26.94K

Jun 30, 26

+6.17K

0.02%

EP Wealth Advisors, LLC

26.81K

Jun 30, 26

+739

0.02%

Florin Court Capital LLP

26.70K

Jun 30, 26

-1.00K

0.02%

Private Capital Management, LLC

26.59K

Jun 30, 26

+207

0.02%

FULTON BREAKEFIELD BROENNIMAN LLC

26.31K

Jun 30, 26

+4.50K

0.02%

Pinnacle Family Advisors, LLC

26.25K

Jun 30, 26

-341

0.02%

HARBOUR INVESTMENTS, INC.

26.02K

Jun 30, 26

+280

0.02%

Capital Analysts, LLC

26.00K

Jun 30, 26

-262

0.02%

PKS Advisory Services, LLC

25.71K

Jun 30, 26

-1.11K

0.02%

Snowden Capital Advisors LLC

25.70K

Jun 30, 26

+1.74K

0.02%

Wealthcare Advisory Partners LLC

25.19K

Jun 30, 26

-4.95K

0.02%

Inman Jager Wealth Management, LLC

25.16K

Jun 30, 26

+74

0.02%

Wealthspire Advisors, LLC

25.10K

Jun 30, 26

+4.96K

0.02%

MONETARY MANAGEMENT GROUP INC

25.05K

Jun 30, 26

+3.80K

0.02%

Argent Advisors, Inc.

24.97K

Jun 30, 26

+50

0.02%

Ashton Thomas Private Wealth, LLC

24.89K

Jun 30, 26

+2.69K

0.02%

Ameritas Advisory Services, LLC

24.62K

Jun 30, 26

+7.84K

0.02%

Valeo Financial Advisors, LLC

24.35K

Jun 30, 26

+153

0.02%

Guidance Point Advisors, LLC

24.25K

Jun 30, 26

+48

0.02%

JOHNSON INVESTMENT COUNSEL INC

24.20K

Jun 30, 26

-554

0.02%

MidFirst Bank

23.66K

Jun 30, 26

0.02%

SONATA CAPITAL GROUP INC

23.44K

Jun 30, 26

+33

0.02%

Haverford Trust Co

23.42K

Jun 30, 26

+5.25K

0.02%

STOCK YARDS BANK & TRUST CO

23.41K

Jun 30, 26

-5.80K

0.02%

CMG Global Holdings, LLC

23.30K

Jun 30, 26

+335

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

23.29K

Jun 30, 26

-2.43K

0.02%

JFS WEALTH ADVISORS, LLC

23.24K

Jun 30, 26

-74

0.02%

Operose Advisors LLC

23.22K

Jun 30, 26

+187

0.02%

WEDBUSH SECURITIES INC

23.11K

Jun 30, 26

+8.42K

0.02%

Chicago Partners Investment Group LLC

22.66K

Jun 30, 26

+664

0.02%

NATIXIS ADVISORS, L.P.

22.55K

Jun 30, 26

+3.74K

0.02%

Western Wealth Management, LLC

22.16K

Jun 30, 26

+773

0.02%

IEQ CAPITAL, LLC

22.10K

Jun 30, 26

-998

0.02%

WOLFF WIESE MAGANA LLC

22.00K

Jun 30, 26

-140

0.02%

High Net Worth Advisory Group LLC

21.93K

Jun 30, 26

0.02%

Essex Financial Services, Inc.

21.91K

Jun 30, 26

0.02%

SBI Securities Co., Ltd.

21.47K

Jun 30, 26

-288

0.01%

Narwhal Capital Management

21.01K

Jun 30, 26

+10

0.01%

Kapstone Financial Advisors LLC

20.95K

Jun 30, 26

-197

0.01%

Maloon Powers Pitre Higgins & Dennehy, LLC

20.67K

Jun 30, 26

+20.67K

0.01%

HBK Sorce Advisory LLC

20.62K

Jun 30, 26

-460

0.01%

Sigma Planning Corp

20.58K

Jun 30, 26

-1.10K

0.01%

HOWLAND CAPITAL MANAGEMENT LLC

20.09K

Jun 30, 26

+2.25K

0.01%

Crescent Grove Advisors, LLC

20.09K

Jun 30, 26

+193

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

20.07K

Jun 30, 26

+1.82K

0.01%

Pallas Capital Advisors LLC

19.89K

Jun 30, 26

-1.07K

0.01%

Merit Financial Group, LLC

19.77K

Jun 30, 26

+11.47K

0.01%

Joel Isaacson & Co., LLC

19.60K

Jun 30, 26

-1.82K

0.01%

Bleakley Financial Group, LLC

19.59K

Jun 30, 26

-1.16K

0.01%

PW Nova Financial Services LLC

19.45K

Jun 30, 26

+84

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

19.25K

Jun 30, 26

-50

0.01%

Buckingham Strategic Partners

19.15K

Jun 30, 26

+2.66K

0.01%

Pensionmark Financial Group, LLC

19.14K

Jun 30, 26

-1.18K

0.01%

HAZLETT, BURT & WATSON, INC.

19.13K

Jun 30, 26

-450

0.01%

TD Waterhouse Canada Inc.

19.06K

Jun 30, 26

+4.30K

0.01%

American Wealth Advisors, LLC

18.91K

Jun 30, 26

+849

0.01%

Corundum Trust Company, INC

18.84K

Jun 30, 26

-32

0.01%

Winthrop Partners - WNY, LLC

18.71K

Jun 30, 26

+361

0.01%

HANCOCK WHITNEY CORP

18.66K

Jun 30, 26

-12.62K

0.01%

WEBSTER BANK, N. A.

18.62K

Jun 30, 26

-399

0.01%

Cypress Wealth Services, LLC

18.53K

Jun 30, 26

-198

0.01%

WHITTIER TRUST CO OF NEVADA INC

18.52K

Jun 30, 26

+242

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

18.51K

Jun 30, 26

-680

0.01%

Csenge Advisory Group

18.49K

Jun 30, 26

-211

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

18.45K

Jun 30, 26

+18.45K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

18.18K

Jun 30, 26

0.01%

WESBANCO BANK INC

18.15K

Jun 30, 26

-40

0.01%

Savant Capital, LLC

18.09K

Jun 30, 26

+5.50K

0.01%

Sowell Financial Services LLC

18.03K

Jun 30, 26

+1.10K

0.01%

SMITH SHELLNUT WILSON LLC /ADV

17.68K

Jun 30, 26

0.01%

IFC Advisors LLC

17.67K

Jun 30, 26

0.01%

REGIONS FINANCIAL CORP

17.39K

Jun 30, 26

+562

0.01%

SAX WEALTH ADVISORS, LLC

17.38K

Jun 30, 26

-157

0.01%

Zhang Financial LLC

17.32K

Jun 30, 26

-1.16K

0.01%

CANANDAIGUA NATIONAL BANK & TRUST CO

17.23K

Jun 30, 26

+17.23K

0.01%

Gotham Asset Management, LLC

17.12K

Jun 30, 26

0.01%

Midwest Trust Co

17.10K

Jun 30, 26

-1.20K

0.01%

FRANKLIN STREET ADVISORS INC /NC

17.00K

Jun 30, 26

0.01%

Caerus Investment Advisors, LLC

16.92K

Jun 30, 26

0.01%

PARK NATIONAL CORP /OH/

16.67K

Jun 30, 26

-330

0.01%

Trifecta Capital Advisors, LLC

16.66K

Jun 30, 26

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

16.65K

Jun 30, 26

-77

0.01%

SAPIENT CAPITAL LLC

16.47K

Jun 30, 26

-63

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

16.47K

Jun 30, 26

-189

0.01%

Parallel Advisors, LLC

16.40K

Jun 30, 26

-1.85K

0.01%

Peregrine Asset Advisers, Inc.

16.31K

Jun 30, 26

-30

0.01%

Kaydan Wealth Management, Inc.

16.23K

Jun 30, 26

+33

0.01%

NewEdge Wealth, LLC

16.23K

Jun 30, 26

-4.10K

0.01%

STEPHENS INC /AR/

15.96K

Jun 30, 26

+206

0.01%

Magnus Financial Group LLC

15.95K

Jun 30, 26

+128

0.01%

Wealth Care LLC

15.91K

Jun 30, 26

-118

0.01%

Eagle Strategies LLC

15.83K

Jun 30, 26

+3.09K

0.01%

CITY HOLDING CO

15.79K

Jun 30, 26

-1.89K

0.01%

Asset Management Group, Inc.

15.76K

Jun 30, 26

+107

0.01%

NEW SOUTH CAPITAL MANAGEMENT INC

15.68K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

15.65K

Jun 30, 26

+2.65K

0.01%

Granite FO LLC

15.59K

Jun 30, 26

-7.65K

0.01%

Independence Bank of Kentucky

15.57K

Jun 30, 26

0.01%

WealthBridge Capital Management, LLC

15.48K

Jun 30, 26

+36

0.01%

Stonebridge Financial Group, LLC/CA

15.39K

Jun 30, 26

+15.39K

0.01%

Stratos Wealth Partners, LTD.

15.37K

Jun 30, 26

+1.12K

0.01%

SALEM INVESTMENT COUNSELORS INC

15.25K

Jun 30, 26

0.01%

Astoria Portfolio Advisors LLC.

15.09K

Jun 30, 26

+2.56K

0.01%

Eldridge Investment Advisors, Inc.

14.97K

Jun 30, 26

0.01%

HSBC HOLDINGS PLC

14.95K

Jun 30, 26

+1.21K

0.01%

Y-Intercept (Hong Kong) Ltd

14.95K

Jun 30, 26

+13.15K

0.01%

Atlas Legacy Advisors, LLC

14.94K

Jun 30, 26

+4.99K

0.01%

Arkadios Wealth Advisors

14.74K

Jun 30, 26

-360

0.01%

Cascade Financial Partners, LLC

14.67K

Jun 30, 26

0.01%

FIRST CITIZENS BANK & TRUST CO

14.64K

Jun 30, 26

-341

0.01%

Peoples Bank/KS

14.60K

Jun 30, 26

-38

0.01%

David J Yvars Group

14.52K

Jun 30, 26

+823

0.01%

Dorsey & Whitney Trust CO LLC

14.46K

Jun 30, 26

-1.02K

0.01%

Brinker Capital Investments, LLC

14.43K

Jun 30, 26

-3.65K

0.01%

Global Retirement Partners, LLC

14.34K

Jun 30, 26

+14.34K

0.01%

SMITH, MOORE & CO.

14.34K

Jun 30, 26

+3.33K

0.01%

Resources Investment Advisors, LLC.

14.34K

Jun 30, 26

+880

0.01%

Bensler, LLC

14.34K

Jun 30, 26

-213

0.01%

Federation des caisses Desjardins du Quebec

14.32K

Jun 30, 26

+165

0.01%

Laurel Wealth Advisors LLC

14.29K

Jun 30, 26

0.01%

Aberdeen Wealth Management LLC

14.26K

Jun 30, 26

-155

0.01%

Evercore Wealth Management, LLC

14.23K

Jun 30, 26

+65

0.01%

COZAD ASSET MANAGEMENT INC

14.19K

Jun 30, 26

-541

0.01%

Simmons Bank

14.17K

Jun 30, 26

+1.74K

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

14.14K

Jun 30, 26

-185

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

14.12K

Jun 30, 26

-257

0.01%

Crossmark Global Holdings, Inc.

14.03K

Jun 30, 26

0.01%

Private Capital Advisors, Inc.

13.97K

Jun 30, 26

0.01%

PARK AVENUE SECURITIES LLC

13.97K

Jun 30, 26

+58

0.01%

Millennium Capital Advisors, LLC

13.91K

Jun 30, 26

-297

0.01%

FIRST AMERICAN TRUST, FSB

13.90K

Jun 30, 26

-20.59K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

13.77K

Jun 30, 26

+341

0.01%

Avidian Wealth Solutions, LLC

13.71K

Jun 30, 26

+2.96K

0.01%

BENJAMIN EDWARDS INC

13.70K

Jun 30, 26

+672

0.01%

NBC SECURITIES, INC.

13.70K

Jun 30, 26

+100

0.01%

Mayflower Financial Advisors, LLC

13.69K

Jun 30, 26

-753

0.01%

Darden Wealth Group Inc

13.57K

Jun 30, 26

-375

0.01%

Cornell Pochily Investment Advisors, Inc.

13.50K

Jun 30, 26

0.01%

MSH Capital Advisors LLC

13.45K

Jun 30, 26

+22

0.01%

First Nebraska Trust Co

13.41K

Jun 30, 26

+1.39K

0.01%

Pinnacle Bancorp, Inc.

13.38K

Jun 30, 26

0.01%

Johnson Financial Group, Inc.

13.30K

Jun 30, 26

-150

0.01%

Carbahal Olsen Financial Services Group, LLC

13.27K

Jun 30, 26

+141

0.01%

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

13.18K

Jun 30, 26

-735

0.01%

NorthRock Partners, LLC

13.14K

Jun 30, 26

-1.61K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

13.13K

Jun 30, 26

-1.56K

0.01%

LOM Asset Management Ltd

13.11K

Jun 30, 26

-207

0.01%

Legacy Private Trust Co.

13.08K

Jun 30, 26

-75

0.01%

HARBOR INVESTMENT ADVISORY, LLC

12.97K

Jun 30, 26

-65

0.01%

CARY STREET PARTNERS FINANCIAL LLC

12.93K

Jun 30, 26

-1.43K

0.01%

Cove Private Wealth, LLC

12.93K

Jun 30, 26

+2.41K

0.01%

ADVISORTRUST PARTNERS, LLC

12.89K

Jun 30, 26

+11.76K

0.01%

PRINCIPAL SECURITIES, INC.

12.86K

Jun 30, 26

-198

0.01%

PERRYMAN FINANCIAL ADVISORY INC /AD

12.79K

Jun 30, 26

-82

0.01%

HICKS CAPITAL MANAGEMENT LLC

12.71K

Jun 30, 26

+290

0.01%

ADG Wealth Management Group, LLC

12.65K

Jun 30, 26

+433

0.01%

Oxbow Advisors, LLC

12.62K

Jun 30, 26

0.01%

NWAM LLC

12.60K

Jun 30, 26

-5

0.01%

Summit Financial, LLC

12.49K

Jun 30, 26

+1.52K

0.01%

RMB Capital Management, LLC

12.47K

Jun 30, 26

-104

0.01%

Investment Advisory Group, LLC

12.46K

Jun 30, 26

-368

0.01%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

12.43K

Jun 30, 26

-135

0.01%

Traynor Capital Management, Inc.

12.42K

Jun 30, 26

+1.42K

0.01%

Montis Financial, LLC

12.38K

Jun 30, 26

+1.53K

0.01%

Tempus Wealth Planning, LLC

12.30K

Jun 30, 26

-762

0.01%

PFG Investments, LLC

12.28K

Jun 30, 26

-232

0.01%

NCM Capital Management, LLC

12.27K

Jun 30, 26

+10

0.01%

BRIGHTON JONES LLC

12.22K

Jun 30, 26

+86

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

12.09K

Jun 30, 26

-723

0.01%

Aptus Capital Advisors, LLC

12.04K

Jun 30, 26

+607

0.01%

CreativeOne Wealth, LLC

11.97K

Jun 30, 26

-1.59K

0.01%

Cypress Capital Group

11.96K

Jun 30, 26

-120

0.01%

Glen Eagle Advisors, LLC

11.95K

Jun 30, 26

+310

0.01%

CRA Financial Services, LLC

11.91K

Jun 30, 26

+261

0.01%

Carnegie Capital Asset Management, LLC

11.90K

Jun 30, 26

-1.18K

0.01%

Fidelis Capital Partners, LLC

11.88K

Jun 30, 26

-57

0.01%

FIDUCIARY TRUST CO

11.85K

Jun 30, 26

0.01%

WASHINGTON TRUST Co

11.79K

Jun 30, 26

-2.18K

0.01%

Caldwell Trust Co

11.75K

Jun 30, 26

-221

0.01%

Addison Capital Co

11.73K

Jun 30, 26

+366

0.01%

Gladstone Institutional Advisory LLC

11.67K

Jun 30, 26

+579

0.01%

FIRST HORIZON CORP

11.64K

Jun 30, 26

+39

0.01%

SVB WEALTH LLC

11.61K

Jun 30, 26

+742

0.01%

UNION SAVINGS BANK

11.60K

Jun 30, 26

+111

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

11.56K

Jun 30, 26

-188

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

11.49K

Jun 30, 26

-32

0.01%

Pacific Point Advisors, LLC

11.38K

Jun 30, 26

0.01%

Gryphon Financial Partners LLC

11.23K

Jun 30, 26

-361

0.01%

Syntegra Private Wealth Group, LLC

11.18K

Jun 30, 26

-43

0.01%

JMG Financial Group, Ltd.

11.06K

Jun 30, 26

-121

0.01%

SNS Financial Group, LLC

10.97K

Jun 30, 26

+8.91K

0.01%

Summit Trail Advisors, LLC

10.90K

Jun 30, 26

+50

0.01%

Envestnet Portfolio Solutions, Inc.

10.89K

Jun 30, 26

-773

0.01%

Asset Dedication, LLC

10.87K

Jun 30, 26

-431

0.01%

PATTEN & PATTEN INC/TN

10.82K

Jun 30, 26

-25

0.01%

Trust Point Inc.

10.81K

Jun 30, 26

+902

0.01%

TMB Capital Partners, LLC

10.79K

Jun 30, 26

0.01%

BOK Financial Private Wealth, Inc.

10.79K

Jun 30, 26

-544

0.01%

Virtue Capital Management, LLC

10.72K

Jun 30, 26

+4.80K

0.01%

Fox Hill Wealth Management

10.71K

Jun 30, 26

+104

0.01%

MainStreet Investment Advisors LLC

10.71K

Jun 30, 26

+1.34K

0.01%

Mission Creek Capital Partners, Inc.

10.69K

Jun 30, 26

+18

0.01%

Verdence Capital Advisors LLC

10.56K

Jun 30, 26

+42

0.01%

Meridian Wealth Management, LLC

10.54K

Jun 30, 26

-23

0.01%

Adviser Investments LLC

10.52K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.51K

Jun 30, 26

+1.25K

0.01%

CDKV HOLDINGS LLC

10.48K

Jun 30, 26

-10

0.01%

Regal Investment Advisors LLC

10.47K

Jun 30, 26

+235

0.01%

FLAGSTAR ADVISORS INC.

10.46K

Jun 30, 26

-528

0.01%

XML Financial, LLC

10.44K

Jun 30, 26

+385

0.01%

Richwood Investment Advisors, LLC

10.43K

Jun 30, 26

-140

0.01%

Mirae Asset Global Investments Co., Ltd.

10.40K

Jun 30, 26

-1.00K

0.01%

Nest Investments, LLC

10.37K

Jun 30, 26

+386

0.01%

Sound Income Strategies, LLC

10.35K

Jun 30, 26

-737

0.01%

PRECEDENT WEALTH PARTNERS, LLC

10.32K

Jun 30, 26

0.01%

Asset Allocation & Management Company, LLC

10.27K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

10.25K

Jun 30, 26

-251

0.01%

ROMANO BROTHERS AND COMPANY

10.23K

Jun 30, 26

0.01%

Tyche Wealth Partners LLC

10.16K

Jun 30, 26

-257

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.12K

Jun 30, 26

+820

0.01%

Keel Point, LLC

10.07K

Jun 30, 26

+28

0.01%

Apollon Financial, LLC

10.03K

Jun 30, 26

+2.72K

0.01%

Prepared Retirement Institute LLC

9.99K

Jun 30, 26

+1.63K

0.01%

Belpointe Asset Management LLC

9.97K

Jun 30, 26

+330

0.01%

Sound View Wealth Advisors Group, LLC

9.93K

Jun 30, 26

-130

0.01%

Challenger Wealth Management

9.92K

Jun 30, 26

+34

0.01%

Farmers National Bank

9.91K

Jun 30, 26

-171

0.01%

Viewpoint Capital Management LLC

9.91K

Jun 30, 26

-740

0.01%

Planned Solutions, Inc.

9.86K

Jun 30, 26

+137

0.01%

WOODMONT INVESTMENT COUNSEL LLC

9.81K

Jun 30, 26

0.01%

Koshinski Asset Management, Inc.

9.71K

Jun 30, 26

+879

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

9.67K

Jun 30, 26

-250

0.01%

Squire Investment Management Company, LLC

9.67K

Jun 30, 26

+847

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

9.66K

Jun 30, 26

-835

0.01%

SouthState Corp

9.63K

Jun 30, 26

+5.26K

0.01%

Venture Visionary Partners LLC

9.60K

Jun 30, 26

-764

0.01%

WHITTIER TRUST CO

9.58K

Jun 30, 26

-568

0.01%

waypoint wealth counsel

9.57K

Jun 30, 26

+23

0.01%

IMA Wealth, Inc.

9.56K

Jun 30, 26

+9.31K

0.01%

Retirement Planning Co of New England, Inc.

9.54K

Jun 30, 26

0.01%

Tempo Wealth, LLC

9.52K

Jun 30, 26

-951

0.01%

HM PAYSON & CO

9.46K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

9.46K

Jun 30, 26

+18

0.01%

Occidental Asset Management, LLC

9.39K

Jun 30, 26

0.01%

Savvy Advisors, Inc.

9.37K

Jun 30, 26

+703

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

9.33K

Jun 30, 26

+962

0.01%

INVENIO WEALTH PARTNERS LLC

9.32K

Jun 30, 26

-50

0.01%

GRIMES & COMPANY, INC.

9.31K

Jun 30, 26

+32

0.01%

Embree Financial Group

9.26K

Jun 30, 26

+379

0.01%

WBH ADVISORY INC

9.24K

Jun 30, 26

-918

0.01%

Plancorp, LLC

9.23K

Jun 30, 26

-10.92K

0.01%

SNOWWATER INVESTMENT PARTNERS, LLC

9.22K

Jun 30, 26

-40

0.01%

Asset Advisory Group, Inc.

9.19K

Jun 30, 26

+29

0.01%

Freedom Financial Partners LLC

9.09K

Jun 30, 26

+131

0.01%

Platform Technology Partners

9.07K

Jun 30, 26

+500

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.07K

Jun 30, 26

+934

0.01%

Prosperity Consulting Group, LLC

9.07K

Jun 30, 26

-168

0.01%

PETTYJOHN, WOOD & WHITE, INC

9.06K

Jun 30, 26

0.01%

Dakota Wealth Management

9.05K

Jun 30, 26

-258

0.01%

GreatBanc Trust CO

9.04K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

9.00K

Jun 30, 26

-196

0.01%

Rockbridge Investment Management, LCC

8.97K

Jun 30, 26

0.01%

Relyea Zuckerberg Hanson LLC

8.94K

Jun 30, 26

+8.94K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

8.92K

Jun 30, 26

+74

0.01%

CHOREO, LLC

8.90K

Jun 30, 26

-130

0.01%

Wolff Financial Management LLC

8.89K

Jun 30, 26

0.01%

WELCH & FORBES LLC

8.86K

Jun 30, 26

-596

0.01%

Rehmann Capital Advisory Group

8.79K

Jun 30, 26

+218

0.01%

Capital Advisors, Ltd. LLC

8.76K

Jun 30, 26

0.01%

Winthrop Advisory Group LLC

8.76K

Jun 30, 26

0.01%

BIP Wealth, LLC

8.73K

Jun 30, 26

+4.49K

0.01%

VAUGHAN & Co SECURITIES, INC.

8.69K

Jun 30, 26

-153

0.01%

Infinity Wealth Counsel, LLC

8.68K

Jun 30, 26

0.01%

Providence First Trust Co

8.67K

Jun 30, 26

-11.30K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

8.57K

Jun 30, 26

-3.54K

0.01%

ARS Investment Partners, LLC

8.51K

Jun 30, 26

0.01%

BLODGETT WEALTH ADVISORS, LLC

8.44K

Jun 30, 26

+925

0.01%

Keudell/Morrison Wealth Management

8.44K

Jun 30, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

8.40K

Jun 30, 26

+188

0.01%

FIRST NATIONAL TRUST CO

8.30K

Jun 30, 26

+60

0.01%

CHATHAM CAPITAL GROUP, INC.

8.30K

Jun 30, 26

0.01%

DAVIDSON TRUST CO

8.28K

Jun 30, 26

0.01%

Independent Wealth Network Inc.

8.27K

Jun 30, 26

0.01%

Freestone Capital Holdings, LLC

8.25K

Jun 30, 26

-275

0.01%

Old North State Trust, LLC

8.23K

Jun 30, 26

0.01%

Beacon Financial Advisory LLC

8.20K

Jun 30, 26

+294

0.01%

BAR HARBOR WEALTH MANAGEMENT

8.18K

Jun 30, 26

-20

0.01%

Continuum Advisory, LLC

8.17K

Jun 30, 26

-791

0.01%

MGO ONE SEVEN LLC

8.17K

Jun 30, 26

-128

0.01%

TCI Wealth Advisors, Inc.

8.16K

Jun 30, 26

-110

0.01%

JAMES INVESTMENT RESEARCH INC

8.14K

Jun 30, 26

+1.25K

0.01%

Weinberger Asset Management, Inc

8.10K

Jun 30, 26

-4.05K

0.01%

KANAWHA CAPITAL MANAGEMENT LLC

8.09K

Jun 30, 26

-168

0.01%

Kohmann Bosshard Financial Services, LLC

8.04K

Jun 30, 26

-395

0.01%

Old Mission Investment Co LLC

8.02K

Jun 30, 26

+8.02K

0.01%

Three Bearings Fiduciary Advisors, Inc.

8.02K

Jun 30, 26

-605

0.01%

BRADLEY FOSTER & SARGENT INC/CT

8.01K

Jun 30, 26

-21

0.01%

Dodds Wealth, LLC

8.00K

Jun 30, 26

+79

0.01%

PRIVATE TRUST CO NA

7.99K

Jun 30, 26

-936

0.01%

Perfromance Wealth Partners, LLC

7.97K

Jun 30, 26

-493

0.01%

Able Wealth Management LLC

7.97K

Jun 30, 26

+1.29K

0.01%

CHAPIN DAVIS, INC.

7.96K

Jun 30, 26

0.01%

ALTERNA WEALTH MANAGEMENT, INC

7.96K

Jun 30, 26

0.01%

Caprock Group, LLC

7.85K

Jun 30, 26

+2.17K

0.01%

Legacy Trust

7.83K

Jun 30, 26

0.01%

O'ROURKE & COMPANY, Inc

7.83K

Jun 30, 26

-182

0.01%

EASTERN BANK

7.82K

Jun 30, 26

-806

0.01%

SCS Capital Management LLC

7.81K

Jun 30, 26

-924

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

7.81K

Jun 30, 26

-300

0.01%

Thayer Partners, LLC / MA

7.80K

Jun 30, 26

-605

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

7.79K

Jun 30, 26

-120

0.01%

Capital Asset Advisory Services LLC

7.79K

Jun 30, 26

+195

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

7.78K

Jun 30, 26

+939

0.01%

Cornerstone Wealth Management, LLC

7.77K

Jun 30, 26

+868

0.01%

Archer Investment Corp

7.76K

Jun 30, 26

0.01%

CVA Family Office, LLC

7.75K

Jun 30, 26

+12

0.01%

Accredited Investors Inc.

7.72K

Jun 30, 26

0.01%

Atomi Financial Group, Inc.

7.72K

Jun 30, 26

+419

0.01%

NorthCrest Asset Manangement, LLC

7.71K

Jun 30, 26

0.01%

S&A Financial Services, Inc.

7.65K

Jun 30, 26

+1.59K

0.01%

Capital Group Private Client Services, Inc.

7.58K

Jun 30, 26

+1.39K

0.01%

Stonebridge Capital Advisors LLC

7.58K

Jun 30, 26

-10

0.01%

Next Level Private LLC

7.57K

Jun 30, 26

-12

0.01%

Argyle Capital Partners, LLC

7.53K

Jun 30, 26

0.01%

Sentinel Advisory Group, LLC

7.52K

Jun 30, 26

-48

0.01%

Apollon Wealth Management, LLC

7.51K

Jun 30, 26

-32

0.01%

ISLAY CAPITAL MANAGEMENT, LLC

7.50K

Jun 30, 26

+33

0.01%

GREENLEAF TRUST

7.45K

Jun 30, 26

+2.17K

0.01%

Financial Engines Advisors L.L.C.

7.44K

Jun 30, 26

-39

0.01%

CENTRAL TRUST Co

7.34K

Jun 30, 26

0.01%

Crestwood Advisors Group LLC

7.30K

Jun 30, 26

+675

0.01%

Neuberger Berman Group LLC

7.29K

Jun 30, 26

+391

0.01%

Aprio Wealth Management, LLC

7.22K

Jun 30, 26

0.00%

Wellspring Financial Advisors, LLC

7.21K

Jun 30, 26

0.00%

ASSOCIATED BANC-CORP

7.13K

Jun 30, 26

-260

0.00%

Code Waechter LLC

7.12K

Jun 30, 26

0.00%

GUERRA PAN ADVISORS, LLC

7.06K

Jun 30, 26

0.00%

D. E. Shaw & Co., Inc.

7.04K

Jun 30, 26

+7.04K

0.00%

INTRUST BANK NA

7.01K

Jun 30, 26

0.00%

Apella Capital, LLC

7.00K

Jun 30, 26

-720

0.00%

Resonant Capital Advisors, LLC

7.00K

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

6.98K

Jun 30, 26

0.00%

Pathway Financial Advisers, LLC

6.95K

Jun 30, 26

-142

0.00%

Vision Retirement, LLC

6.93K

Jun 30, 26

-24

0.00%

MKT Advisors LLC

6.90K

Jun 30, 26

-284

0.00%

Helium Advisors LLC

6.89K

Jun 30, 26

+41

0.00%

BRYN MAWR TRUST Co

6.84K

Jun 30, 26

0.00%

River Wealth Advisors LLC

6.83K

Jun 30, 26

0.00%

SHEETS SMITH WEALTH MANAGEMENT

6.82K

Jun 30, 26

-271

0.00%

Atlas Private Wealth Advisors

6.65K

Jun 30, 26

-117

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

6.63K

Jun 30, 26

0.00%

Churchill Financial Advisors, LLC

6.62K

Jun 30, 26

0.00%

WealthTrust Axiom LLC

6.58K

Jun 30, 26

0.00%

GoalVest Advisory LLC

6.57K

Jun 30, 26

+1.42K

0.00%

Colter Lewis Investment Partners LLC

6.53K

Jun 30, 26

0.00%

Stronghold Wealth Management L.L.C.

6.52K

Jun 30, 26

-247

0.00%

Sanibel Captiva Trust Company, Inc.

6.52K

Jun 30, 26

+138

0.00%

VestGen Advisors, LLC

6.49K

Jun 30, 26

-130

0.00%

Sageworth Trust Co

6.49K

Jun 30, 26

0.00%

GREENWOOD CAPITAL ASSOCIATES LLC

6.48K

Jun 30, 26

-1.20K

0.00%

Indiana Trust & Investment Management CO

6.45K

Jun 30, 26

0.00%

Versant Capital Management, Inc

6.45K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

6.42K

Jun 30, 26

+6.42K

0.00%

Strait & Sound Wealth Management LLC

6.36K

Jun 30, 26

-10

0.00%

AMERIFLEX GROUP, INC.

6.29K

Jun 30, 26

+92

0.00%

Reality Financial Planning Services, LLC

6.29K

Jun 30, 26

0.00%

IHT Wealth Management, LLC

6.26K

Jun 30, 26

-683

0.00%

ASPIRIANT, LLC

6.26K

Jun 30, 26

0.00%

Thomasville National Bank

6.26K

Jun 30, 26

+6.26K

0.00%

Moors & Cabot, Inc.

6.23K

Jun 30, 26

-221

0.00%

ROMAN BUTLER FULLERTON & CO

6.22K

Jun 30, 26

0.00%

W ADVISORS, LLC

6.21K

Jun 30, 26

0.00%

Citizens National Bank Trust Department

6.21K

Jun 30, 26

-215

0.00%

Dale Q Rice Investment Management Ltd

6.19K

Jun 30, 26

-64

0.00%

Evanson Financial, LLC

6.19K

Jun 30, 26

+6.19K

0.00%

WARNER FINANCIAL, INC

6.18K

Jun 30, 26

+11

0.00%

APPLETON PARTNERS INC/MA

6.18K

Jun 30, 26

0.00%

BHK Investment Advisors, LLC

6.17K

Jun 30, 26

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

6.15K

Jun 30, 26

-10.55K

0.00%

LOWE BROCKENBROUGH & CO INC

6.13K

Jun 30, 26

0.00%

Wealth Dimensions Group, Ltd.

6.12K

Jun 30, 26

-98

0.00%

Farmers & Merchants Trust Co of Long Beach

6.09K

Jun 30, 26

-20

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

6.08K

Jun 30, 26

+174

0.00%

Evergreen Wealth Solutions, LLC

6.02K

Jun 30, 26

-209

0.00%

Harpswell Capital Advisors, LLC

6.00K

Jun 30, 26

0.00%

DT Investment Partners, LLC

6.00K

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

5.92K

Jun 30, 26

-198

0.00%

Cornerstone Wealth Group, LLC

5.92K

Jun 30, 26

0.00%

First Citizens Financial Corp

5.90K

Jun 30, 26

-7

0.00%

Jupiter Wealth Management LLC

5.90K

Jun 30, 26

-596

0.00%

Capital Advantage, Inc.

5.88K

Jun 30, 26

-278

0.00%

Krilogy Financial LLC

5.86K

Jun 30, 26

-43

0.00%

Gerald Baker Financial Group LLC

5.85K

Jun 30, 26

+280

0.00%

Brookstone Capital Management

5.84K

Jun 30, 26

+823

0.00%

TFC Financial Management, Inc.

5.82K

Jun 30, 26

+26

0.00%

Journey Advisory Group, LLC

5.82K

Jun 30, 26

-620

0.00%

M1 Capital Management LLC

5.82K

Jun 30, 26

+31

0.00%

Trace Wealth Advisors, LLC

5.80K

Jun 30, 26

0.00%

Texas Yale Capital Corp.

5.79K

Jun 30, 26

0.00%

Retirement Planning Group

5.79K

Jun 30, 26

-360

0.00%

Park Place Capital Corp

5.79K

Jun 30, 26

-635

0.00%

Calamos Wealth Management LLC

5.70K

Jun 30, 26

+3.17K

0.00%

Modera Wealth Management, LLC

5.69K

Jun 30, 26

0.00%

ASL Financial, LLC

5.68K

Jun 30, 26

-40

0.00%

Urban Wealth Management, LLC

5.67K

Jun 30, 26

-70

0.00%

MARIETTA INVESTMENT PARTNERS LLC

5.60K

Jun 30, 26

0.00%

MARCO INVESTMENT MANAGEMENT LLC

5.59K

Jun 30, 26

0.00%

FAGAN ASSOCIATES, INC.

5.58K

Jun 30, 26

-523

0.00%

Alley Investment Management Company, LLC

5.58K

Jun 30, 26

-100

0.00%

Dupree Financial Group, LLC

5.57K

Jun 30, 26

-18

0.00%

Powers Advisory Group, LLC

5.55K

Jun 30, 26

+1.00K

0.00%

Quadcap Wealth Management, LLC

5.54K

Jun 30, 26

+117

0.00%

NAPLES GLOBAL ADVISORS, LLC

5.54K

Jun 30, 26

+282

0.00%

Choate Investment Advisors

5.49K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

5.46K

Jun 30, 26

+175

0.00%

KDK Private Wealth Management, LLC

5.45K

Jun 30, 26

+3.05K

0.00%

Cassaday & Co Wealth Management LLC

5.45K

Jun 30, 26

0.00%

CABANA LLC

5.44K

Jun 30, 26

-329

0.00%

GAMCO INVESTORS, INC. ET AL

5.40K

Jun 30, 26

-10.91K

0.00%

QRG CAPITAL MANAGEMENT, INC.

5.40K

Jun 30, 26

-4

0.00%

Welch Group, LLC

5.33K

Jun 30, 26

+665

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.33K

Jun 30, 26

-8

0.00%

Coastal Investment Advisors, Inc.

5.30K

Jun 30, 26

+989

0.00%

Clear Harbor Asset Management, LLC

5.27K

Jun 30, 26

0.00%

MARQUETTE ASSOCIATES, INC.

5.24K

Jun 30, 26

+5.24K

0.00%

DEARBORN PARTNERS LLC

5.21K

Jun 30, 26

-261

0.00%

TCP Asset Management, LLC

5.20K

Jun 30, 26

0.00%

WJ Financial Advisors LLC

5.19K

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

5.18K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

5.15K

Jun 30, 26

+165

0.00%

FLYWHEEL PRIVATE WEALTH LLC

5.14K

Jun 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

5.13K

Jun 30, 26

+795

0.00%

GENTRY PRIVATE WEALTH, LLC

5.12K

Jun 30, 26

0.00%

Aspen Grove Capital, LLC

5.11K

Jun 30, 26

+41

0.00%

New England Private Wealth Advisors LLC

5.10K

Jun 30, 26

+25

0.00%

WealthPLAN Partners, LLC

5.10K

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.08K

Jun 30, 26

-1.99K

0.00%

Montecito Bank & Trust

5.05K

Jun 30, 26

-520

0.00%

Fusion Family Wealth LLC

5.04K

Jun 30, 26

0.00%

North Forty Two & Co.

5.00K

Jun 30, 26

+100

0.00%

Kingsview Wealth Management, LLC

5.00K

Jun 30, 26

+521

0.00%

55 North Private Wealth, LLC

5.00K

Jun 30, 26

0.00%

Sculati Wealth Management, LLC

5.00K

Jun 30, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

5.00K

Jun 30, 26

-107

0.00%

Ausdal Financial Partners, Inc.

4.98K

Jun 30, 26

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.96K

Jun 30, 26

-49

0.00%

TOMPKINS FINANCIAL CORP

4.96K

Jun 30, 26

-5

0.00%

Nuveen, LLC

4.95K

Jun 30, 26

+4.95K

0.00%

Ignite Planners, LLC

4.92K

Jun 30, 26

-107

0.00%

Diversified Trust Co

4.91K

Jun 30, 26

-732

0.00%

Vise Technologies, Inc.

4.90K

Jun 30, 26

+4.90K

0.00%

CapWealth Advisors, LLC

4.89K

Jun 30, 26

-1

0.00%

Bedel Financial Consulting, Inc.

4.85K

Jun 30, 26

0.00%

Waldron Private Wealth LLC

4.84K

Jun 30, 26

0.00%

INVESTED ADVISORS

4.84K

Jun 30, 26

+24

0.00%

Ellsworth Advisors, LLC

4.78K

Jun 30, 26

-108

0.00%

MAYPORT, LLC

4.77K

Jun 30, 26

0.00%

Greenfield Savings Bank

4.75K

Jun 30, 26

-95

0.00%

Maridea Wealth Management LLC

4.73K

Jun 30, 26

+4.73K

0.00%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

4.70K

Jun 30, 26

-126

0.00%

Edge Wealth Management LLC

4.70K

Jun 30, 26

-4.01K

0.00%

Global Trust Asset Management, LLC

4.70K

Jun 30, 26

-1.60K

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

4.70K

Jun 30, 26

0.00%

RIK SAYLOR FINANCIAL, INC.

4.70K

Jun 30, 26

-179

0.00%

Carl P. Sherr & Co., LLC

4.69K

Jun 30, 26

+1.26K

0.00%

SeaCrest Wealth Management, LLC

4.65K

Jun 30, 26

+374

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

4.63K

Jun 30, 26

0.00%

Venturi Wealth Management, LLC

4.62K

Jun 30, 26

+278

0.00%

Portland Global Advisors LLC

4.60K

Jun 30, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

4.54K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

4.53K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

4.49K

Jun 30, 26

-180

0.00%

STAR Financial Bank

4.46K

Jun 30, 26

0.00%

Compass Ion Advisors, LLC

4.46K

Jun 30, 26

0.00%

Fonville Wealth Management LLC

4.44K

Jun 30, 26

+74

0.00%

Summit Financial Strategies, Inc.

4.43K

Jun 30, 26

+38

0.00%

SIGNATUREFD, LLC

4.42K

Jun 30, 26

-195

0.00%

Keystone Wealth Services, LLC

4.42K

Jun 30, 26

0.00%

CATALYST FINANCIAL PARTNERS LLC

4.39K

Jun 30, 26

0.00%

Heartwood Wealth Advisors LLC

4.38K

Jun 30, 26

0.00%

SageGuard Financial Group, LLC

4.36K

Jun 30, 26

-719

0.00%

CAHABA WEALTH MANAGEMENT, INC.

4.35K

Jun 30, 26

+342

0.00%

Sterling Wealth Management, Inc.

4.34K

Jun 30, 26

+2.38K

0.00%

SHRIER WEALTH MANAGEMENT, LLC

4.32K

Jun 30, 26

-195

0.00%

Dynamic Advisor Solutions LLC

4.31K

Jun 30, 26

+1.03K

0.00%

Wright Fund Management, LLC

4.24K

Jun 30, 26

+85

0.00%

SkyOak Wealth, LLC

4.23K

Jun 30, 26

-100

0.00%

Quest 10 Wealth Builders, Inc.

4.23K

Jun 30, 26

-82

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

4.21K

Jun 30, 26

+17

0.00%

REGATTA CAPITAL GROUP, LLC

4.20K

Jun 30, 26

+22

0.00%

Fiduciary Group LLC

4.19K

Jun 30, 26

-10

0.00%

Mascoma Wealth Management LLC

4.18K

Jun 30, 26

-344

0.00%

BARRETT & COMPANY, INC.

4.18K

Jun 30, 26

+83

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

4.08K

Jun 30, 26

-611

0.00%

Triangle Securities Wealth Management

4.08K

Jun 30, 26

0.00%

Hyposwiss Advisors SA

4.08K

Jun 30, 26

0.00%

United Community Bank

4.06K

Jun 30, 26

-250

0.00%

Lakeridge Wealth Management LLC

4.06K

Jun 30, 26

-138

0.00%

BROWN BROTHERS HARRIMAN & CO

4.05K

Jun 30, 26

-2.50K

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

4.04K

Jun 30, 26

+21

0.00%

Nilsine Partners, LLC

4.04K

Jun 30, 26

-250

0.00%

Spire Wealth Management

4.04K

Jun 30, 26

-521

0.00%

Advisors Capital Management, LLC

4.04K

Jun 30, 26

+2.14K

0.00%

Ledyard National Bank

4.01K

Jun 30, 26

-251

0.00%

Procyon Advisors, LLC

4.01K

Jun 30, 26

-311

0.00%

XCELSIOR ADVISOR PARTNERS LLC

3.99K

Jun 30, 26

-23

0.00%

Integris Wealth Management, LLC

3.99K

Jun 30, 26

-10

0.00%

Costello Asset Management, INC

3.98K

Jun 30, 26

-14

0.00%

Atlanta Consulting Group Advisors, LLC

3.98K

Jun 30, 26

+3.98K

0.00%

Bouvel Investment Partners, LLC

3.97K

Jun 30, 26

+410

0.00%

Navigation Group, LLC

3.96K

Jun 30, 26

-152

0.00%

ALERUS FINANCIAL NA

3.96K

Jun 30, 26

-986

0.00%

LexAurum Advisors, LLC

3.96K

Jun 30, 26

+185

0.00%

Strategic Blueprint, LLC

3.95K

Jun 30, 26

+2.26K

0.00%

Ascent Group, LLC

3.95K

Jun 30, 26

-363

0.00%

FIDUCIENT ADVISORS LLC

3.90K

Jun 30, 26

-4.63K

0.00%

Samalin Investment Counsel, LLC

3.84K

Jun 30, 26

+24

0.00%

Neumann Capital Management, LLC

3.82K

Jun 30, 26

0.00%

Selective Wealth Management, Inc.

3.80K

Jun 30, 26

-520

0.00%

Trilogy Capital Inc.

3.78K

Jun 30, 26

+91

0.00%

Breakwater Capital Group

3.78K

Jun 30, 26

-3

0.00%

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

3.77K

Jun 30, 26

0.00%

Foundations Investment Advisors, LLC

3.77K

Jun 30, 26

-241

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.72K

Jun 30, 26

+1.78K

0.00%

WEST PACES ADVISORS INC.

3.71K

Jun 30, 26

0.00%

Hoese & Co LLP

3.69K

Jun 30, 26

0.00%

Purkiss Capital Advisors LLC

3.68K

Jun 30, 26

+136

0.00%

NBH Bank

3.67K

Jun 30, 26

+3.67K

0.00%

Alpine Bank Wealth Management

3.64K

Jun 30, 26

0.00%

Logan Stone Capital, LLC

3.63K

Jun 30, 26

+3.63K

0.00%

Bull Street Advisors, LLC

3.63K

Jun 30, 26

0.00%

NVWM, LLC

3.61K

Jun 30, 26

-223

0.00%

Clark Capital Management Group, Inc.

3.60K

Jun 30, 26

-1

0.00%

STEINBERGANNA WEALTH MANAGEMENT

3.60K

Jun 30, 26

-39

0.00%

ROGCO, LP

3.59K

Jun 30, 26

0.00%

IRON Financial LLC

3.56K

Jun 30, 26

-400

0.00%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

3.55K

Jun 30, 26

0.00%

Worth Financial Advisory Group, LLC

3.55K

Jun 30, 26

+3.55K

0.00%

Cambridge Advisors Inc.

3.54K

Jun 30, 26

+13

0.00%

COFG Advisors, LLC

3.54K

Jun 30, 26

+3.54K

0.00%

INVESTMENT PARTNERS, LTD.

3.51K

Jun 30, 26

+30

0.00%

Hexagon Capital Partners LLC

3.50K

Jun 30, 26

0.00%

Bank of New Hampshire

3.50K

Jun 30, 26

0.00%

truNorth Financial Services, Inc.

3.47K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

3.43K

Jun 30, 26

0.00%

Interchange Capital Partners, LLC

3.42K

Jun 30, 26

-132

0.00%

SHP Wealth Management

3.41K

Jun 30, 26

+1.02K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

3.39K

Jun 30, 26

0.00%

Sage Capital Management, LLC

3.37K

Jun 30, 26

+18

0.00%

Allie Family Office LLC

3.37K

Jun 30, 26

0.00%

PMG Wealth Management, Inc.

3.36K

Jun 30, 26

0.00%

Peak Planning Group, LLC

3.36K

Jun 30, 26

+20

0.00%

Bangor Savings Bank

3.36K

Jun 30, 26

-3

0.00%

Kelsey Financial, LLC

3.35K

Jun 30, 26

0.00%

Weaver Consulting Group

3.34K

Jun 30, 26

-5

0.00%

MOODY LYNN & LIEBERSON, LLC

3.33K

Jun 30, 26

0.00%

CFM WEALTH PARTNERS LLC

3.32K

Jun 30, 26

-65

0.00%

ANB BANK

3.30K

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

3.29K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

3.28K

Jun 30, 26

-66

0.00%

Pines Wealth Management, LLC

3.27K

Jun 30, 26

-299

0.00%

Ritter Daniher Financial Advisory LLC / DE

3.27K

Jun 30, 26

0.00%

Spartan Wealth Advisory Services LLC

3.27K

Jun 30, 26

-215

0.00%

DAVIS R M INC

3.27K

Jun 30, 26

-48

0.00%

MONEY CONCEPTS CAPITAL CORP

3.26K

Jun 30, 26

+702

0.00%

Warwick Investment Management, Inc.

3.26K

Jun 30, 26

-1.45K

0.00%

Secure Asset Management, LLC

3.25K

Jun 30, 26

0.00%

Baring Financial LLC

3.25K

Jun 30, 26

0.00%

180 WEALTH ADVISORS, LLC

3.25K

Jun 30, 26

-13

0.00%

CBIZ Investment Advisory Services, LLC

3.24K

Jun 30, 26

0.00%

Charis Legacy Partners, LLC

3.22K

Jun 30, 26

+865

0.00%

PUFF WEALTH MANAGEMENT, LLC

3.20K

Jun 30, 26

+3.20K

0.00%

PEDDOCK CAPITAL ADVISORS, LLC

3.20K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

3.19K

Jun 30, 26

-172

0.00%

Aspire Capital Advisors LLC

3.18K

Jun 30, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

3.18K

Jun 30, 26

0.00%

Insight Wealth Strategies, LLC

3.18K

Jun 30, 26

+22

0.00%

Vision Capital Management, Inc.

3.17K

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

3.16K

Jun 30, 26

+200

0.00%

Smith Thornton Advisors LLC

3.16K

Jun 30, 26

-116

0.00%

Arrowroot Family Office, LLC

3.16K

Jun 30, 26

+78

0.00%

Atlantic Union Bankshares Corp

3.15K

Jun 30, 26

-40

0.00%

Thrive Capital Management, LLC

3.12K

Jun 30, 26

-40

0.00%

M. Kulyk & Associates, LLC

3.11K

Jun 30, 26

-114

0.00%

Oakworth Capital, Inc.

3.11K

Jun 30, 26

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

3.10K

Jun 30, 26

0.00%

Regent Peak Wealth Advisors LLC

3.07K

Jun 30, 26

0.00%

Thrive Wealth Management, LLC

3.06K

Jun 30, 26

0.00%

Capital Investment Counsel, LLC

3.06K

Jun 30, 26

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

3.06K

Jun 30, 26

+90

0.00%

RiverFront Investment Group, LLC

3.05K

Jun 30, 26

+809

0.00%

ICONIQ Capital, LLC

3.04K

Jun 30, 26

-3.13K

0.00%

WATERS PARKERSON & CO., LLC

3.04K

Jun 30, 26

+20

0.00%

Larson Financial Group LLC

3.03K

Jun 30, 26

-30

0.00%

PRIMORIS WEALTH ADVISORS, LLC

3.03K

Jun 30, 26

0.00%

Moss Adams Wealth Advisors LLC

3.01K

Jun 30, 26

0.00%

Capstone Wealth Management, Inc.

3.01K

Jun 30, 26

0.00%

LEE DANNER & BASS INC

3.00K

Jun 30, 26

-115

0.00%

TrueWealth Advisors, LLC

3.00K

Jun 30, 26

0.00%

BALANCED WEALTH GROUP LLC

3.00K

Jun 30, 26

+24

0.00%

Sage Capital Advisors,llc

2.99K

Jun 30, 26

+64

0.00%

RITHOLTZ WEALTH MANAGEMENT

2.99K

Jun 30, 26

-17

0.00%

RFG Advisory, LLC

2.99K

Jun 30, 26

-712

0.00%

Diversified Portfolios, Inc.

2.98K

Jun 30, 26

+971

0.00%

Northstar Group, Inc.

2.98K

Jun 30, 26

0.00%

Catalytic Wealth RIA, LLC

2.97K

Jun 30, 26

0.00%

Annex Advisory Services, LLC

2.96K

Jun 30, 26

+98

0.00%

GW&K Investment Management, LLC

2.95K

Jun 30, 26

-1.42K

0.00%

FC Advisory LLC

2.95K

Jun 30, 26

+15

0.00%

CULBERTSON A N & CO INC

2.94K

Jun 30, 26

+2.94K

0.00%

Soltis Investment Advisors LLC

2.93K

Jun 30, 26

+335

0.00%

ProVise Management Group, LLC

2.91K

Jun 30, 26

-16

0.00%

Navis Wealth Advisors, LLC

2.90K

Jun 30, 26

-904

0.00%

ACCESS FINANCIAL SERVICES, INC.

2.90K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

2.89K

Jun 30, 26

+1.11K

0.00%

Mezzasalma Advisors, LLC

2.88K

Jun 30, 26

-675

0.00%

ROCKLAND TRUST CO

2.88K

Jun 30, 26

0.00%

Bryn Mawr Capital Management, LLC

2.88K

Jun 30, 26

0.00%

Cambridge Financial Group, LLC

2.87K

Jun 30, 26

-826

0.00%

First Fiduciary Investment Counsel, Inc.

2.87K

Jun 30, 26

0.00%

BLB&B Advisors, LLC

2.85K

Jun 30, 26

-17

0.00%

TCG Advisory Services, LLC

2.84K

Jun 30, 26

-556

0.00%

Horizon Investments, LLC

2.82K

Jun 30, 26

-2.82K

0.00%

Nikulski Financial, Inc.

2.82K

Jun 30, 26

0.00%

Courage Miller Partners, LLC

2.80K

Jun 30, 26

-1

0.00%

John Boyer, Inc.

2.78K

Jun 30, 26

+24

0.00%

SENTINEL TRUST CO LBA

2.75K

Jun 30, 26

0.00%

Charter Capital Management, LLC\DE

2.75K

Jun 30, 26

-659

0.00%

CHILDRESS CAPITAL ADVISORS, LLC

2.74K

Jun 30, 26

-142

0.00%

Fairvoy Private Wealth, LLC

2.73K

Jun 30, 26

0.00%

CONTINUUM WEALTH ADVISORS, LLC

2.73K

Jun 30, 26

0.00%

Henrickson Nauta Wealth Advisors, Inc.

2.71K

Jun 30, 26

0.00%

Stiles Financial Services Inc

2.70K

Jun 30, 26

-87

0.00%

Keating Financial Advisory Services, Inc.

2.70K

Jun 30, 26

0.00%

Latitude Advisors, LLC

2.69K

Jun 30, 26

+194

0.00%

Vestmark Advisory Solutions, Inc.

2.69K

Jun 30, 26

-10

0.00%

Mount Yale Investment Advisors, LLC

2.69K

Jun 30, 26

+590

0.00%

Busey Wealth Management

2.69K

Jun 30, 26

0.00%

CAPE ANN SAVINGS BANK

2.69K

Jun 30, 26

+825

0.00%

Pflug Koory, LLC

2.68K

Jun 30, 26

+68

0.00%

CERTUITY, LLC

2.68K

Jun 30, 26

0.00%

Future Financial Wealth Managment LLC

2.67K

Jun 30, 26

-38

0.00%

CARDIFF PARK ADVISORS, LLC

2.67K

Jun 30, 26

0.00%

Steelhead Wealth Management LLC

2.67K

Jun 30, 26

0.00%

Sandro Wealth Management LLC

2.67K

Jun 30, 26

+332

0.00%

BEARING POINT CAPITAL, LLC

2.65K

Jun 30, 26

-180

0.00%

CAPITAL ADVISORS INC/OK

2.63K

Jun 30, 26

-196

0.00%

Glassman Wealth Services

2.62K

Jun 30, 26

+50

0.00%

Patriot Financial Group Insurance Agency, LLC

2.61K

Jun 30, 26

-2.67K

0.00%

Essex Savings Bank

2.61K

Jun 30, 26

-246

0.00%

Wedmont Private Capital

2.61K

Jun 30, 26

0.00%

Sterling Financial Planning, Inc.

2.60K

Jun 30, 26

+680

0.00%

Artesa Financial Group, LLC

2.60K

Jun 30, 26

0.00%

Palisade Asset Management, LLC

2.59K

Jun 30, 26

0.00%

Carolina Wealth Management Inc

2.58K

Jun 30, 26

+2.58K

0.00%

Strategic Family Wealth Counselors, L.L.C.

2.57K

Jun 30, 26

0.00%

SlateStone Wealth, LLC

2.57K

Jun 30, 26

-49

0.00%

Biltmore Family Office, LLC

2.57K

Jun 30, 26

0.00%

AF Advisors, Inc.

2.56K

Jun 30, 26

-247

0.00%

KFG WEALTH MANAGEMENT, LLC

2.56K

Jun 30, 26

-1.62K

0.00%

Gainplan LLC

2.56K

Jun 30, 26

+219

0.00%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

2.56K

Jun 30, 26

-20

0.00%

Tortuga Wealth Management, Inc

2.55K

Jun 30, 26

-157

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

2.55K

Jun 30, 26

0.00%

YANKCOM Partnership

2.55K

Jun 30, 26

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

2.55K

Jun 30, 26

0.00%

Chevy Chase Trust Holdings, LLC

2.55K

Jun 30, 26

+51

0.00%

CAMDEN NATIONAL BANK

2.54K

Jun 30, 26

-68

0.00%

Tudor Financial Inc.

2.51K

Jun 30, 26

-19

0.00%

WoodTrust Financial Corp

2.51K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

2.51K

Jun 30, 26

-7

0.00%

Coastal Bridge Advisors, LLC

2.50K

Jun 30, 26

+100

0.00%

Passive Capital Management, LLC.

2.50K

Jun 30, 26

0.00%

Mengis Capital Management, Inc.

2.50K

Jun 30, 26

0.00%

Diversify Advisory Services, LLC

2.49K

Jun 30, 26

+2.49K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.49K

Jun 30, 26

-1.16K

0.00%

Paradigm Financial Partners, LLC

2.48K

Jun 30, 26

-1.06K

0.00%

PACIFIC SUN FINANCIAL CORP

2.48K

Jun 30, 26

-15

0.00%

Elk River Wealth Management, LLC

2.47K

Jun 30, 26

0.00%

Arbor Investment Advisors, LLC

2.45K

Jun 30, 26

+242

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

2.45K

Jun 30, 26

0.00%

JB Capital LLC

2.43K

Jun 30, 26

0.00%

Rodgers Brothers Inc.

2.42K

Jun 30, 26

0.00%

BENEDICT FINANCIAL ADVISORS INC

2.42K

Jun 30, 26

+30

0.00%

LCNB CORP

2.41K

Jun 30, 26

-200

0.00%

GRANDFIELD & DODD, LLC

2.40K

Jun 30, 26

+1.00K

0.00%

UNITED BANK

2.40K

Jun 30, 26

0.00%

LongView Wealth Management

2.40K

Jun 30, 26

0.00%

Simplicity Wealth,LLC

2.39K

Jun 30, 26

+2.39K

0.00%

First Western Trust Bank

2.39K

Jun 30, 26

0.00%

NORTH STAR ASSET MANAGEMENT INC

2.38K

Jun 30, 26

-325

0.00%

KPP Advisory Services LLC

2.38K

Jun 30, 26

-150

0.00%

CIBC Asset Management Inc

2.38K

Jun 30, 26

0.00%

First Heartland Consultants, Inc.

2.37K

Jun 30, 26

+103

0.00%

Harel Insurance Investments & Financial Services Ltd.

2.37K

Jun 30, 26

+1.20K

0.00%

Pure Financial Advisors, LLC

2.35K

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

2.35K

Jun 30, 26

+369

0.00%

Fogel Capital Management, Inc.

2.35K

Jun 30, 26

0.00%

Connecticut Wealth Management, LLC

2.34K

Jun 30, 26

0.00%

MCF Advisors LLC

2.34K

Jun 30, 26

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

2.33K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

2.33K

Jun 30, 26

+199

0.00%

Good Harbor Advisors, Inc.

2.32K

Jun 30, 26

0.00%

NICOLET BANKSHARES INC

2.31K

Jun 30, 26

-160

0.00%

Rockwood Wealth Management, LLC

2.31K

Jun 30, 26

-1.69K

0.00%

Capital Investment Advisory Services, LLC

2.30K

Jun 30, 26

+27

0.00%

GAMMA Investing LLC

2.30K

Jun 30, 26

+275

0.00%

Madison Wealth Partners, Inc

2.29K

Jun 30, 26

+695

0.00%

Marquette Asset Management, LLC

2.29K

Jun 30, 26

-9

0.00%

Clientfirst Wealth Management, LLC

2.29K

Jun 30, 26

0.00%

PERSPECTIVE WEALTH ADVISORS LLC

2.28K

Jun 30, 26

+2.28K

0.00%

Plante Moran Financial Advisors, LLC

2.28K

Jun 30, 26

0.00%

MILLENNIUM MANAGEMENT LLC

2.28K

Jun 30, 26

+2.28K

0.00%

Affiance Financial, LLC

2.27K

Jun 30, 26

0.00%

Heritage Wealth Advisors

2.26K

Jun 30, 26

+2.26K

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

2.25K

Jun 30, 26

0.00%

Twele Capital Management, Inc.

2.24K

Jun 30, 26

-139

0.00%

Certified Advisory Corp

2.24K

Jun 30, 26

-38

0.00%

HCR Wealth Advisors

2.24K

Jun 30, 26

0.00%

Northwest Bancshares, Inc.

2.23K

Jun 30, 26

-125

0.00%

CASTLE WEALTH MANAGEMENT LLC

2.23K

Jun 30, 26

0.00%

Grove Bank & Trust

2.23K

Jun 30, 26

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

2.22K

Jun 30, 26

+500

0.00%

Harbor Asset Planning, Inc.

2.22K

Jun 30, 26

+16

0.00%

Mystic Asset Management, Inc.

2.21K

Jun 30, 26

-165

0.00%

PACIFIC CAPITAL WEALTH ADVISORS, INC

2.21K

Jun 30, 26

0.00%

Cornerstone Advisory, LLC

2.21K

Jun 30, 26

+12

0.00%

NORTHEAST INVESTMENT MANAGEMENT

2.21K

Jun 30, 26

-134

0.00%

One Capital Management, LLC

2.19K

Jun 30, 26

0.00%

Pacific Center for Financial Services

2.18K

Jun 30, 26

+13

0.00%

Colonial Trust Advisors

2.18K

Jun 30, 26

+69

0.00%

Karnit Road Accident Victims Compensation Fund

2.17K

Jun 30, 26

0.00%

JMN Financial LLC

2.16K

Jun 30, 26

-12

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

2.14K

Jun 30, 26

0.00%

Hoffman, Alan N Investment Management

2.13K

Jun 30, 26

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

2.13K

Jun 30, 26

-307

0.00%

Orion Capital Management LLC

2.13K

Jun 30, 26

0.00%

Resurgent Financial Advisors LLC

2.11K

Jun 30, 26

+2.11K

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

2.11K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

2.11K

Jun 30, 26

-356

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.10K

Jun 30, 26

-46

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

2.10K

Jun 30, 26

-535

0.00%

BlueChip Wealth Advisors LLC

2.09K

Jun 30, 26

0.00%

Avantax Planning Partners, Inc.

2.08K

Jun 30, 26

0.00%

STALEY CAPITAL ADVISERS INC

2.08K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

2.08K

Jun 30, 26

+290

0.00%

Private Wealth Asset Management, LLC

2.08K

Jun 30, 26

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

2.07K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

2.06K

Jun 30, 26

-100

0.00%

Fairfield Financial Advisors, LTD

2.06K

Jun 30, 26

-82

0.00%

Provenance Wealth Advisors, LLC

2.05K

Jun 30, 26

0.00%

First American Bank

2.05K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

2.05K

Jun 30, 26

-100

0.00%

ABLE Financial Group, LLC

2.04K

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

2.04K

Jun 30, 26

+90

0.00%

CITADEL ADVISORS LLC

2.03K

Jun 30, 26

-133

0.00%

LVM CAPITAL MANAGEMENT LTD/MI

2.01K

Jun 30, 26

0.00%

McAdam, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

AUGUSTINE ASSET MANAGEMENT INC

2.00K

Jun 30, 26

0.00%

Clear Trail Advisors, LLC

2.00K

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

1.99K

Jun 30, 26

-1.04K

0.00%

Align Financial, LLC

1.99K

Jun 30, 26

0.00%

Chatterton & Associates Inc.

1.99K

Jun 30, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

1.99K

Jun 30, 26

0.00%

OakTrust Wealth Advisors, LLC

1.98K

Jun 30, 26

-63

0.00%

BTG Pactual Asset Management US LLC

1.98K

Jun 30, 26

0.00%

Avion Wealth

1.98K

Jun 30, 26

0.00%

Pine Valley Investments Ltd Liability Co

1.98K

Jun 30, 26

+15

0.00%

Sepio Capital, LP

1.98K

Jun 30, 26

0.00%

MELFA WEALTH MANAGEMENT, LLC

1.98K

Jun 30, 26

0.00%

PHILADELPHIA TRUST CO

1.97K

Jun 30, 26

-65

0.00%

Stillwater Capital Advisors, LLC

1.96K

Jun 30, 26

-57

0.00%

Trek Financial, LLC

1.96K

Jun 30, 26

-78

0.00%

Wealthcare Capital Partners, LLC

1.96K

Jun 30, 26

+16

0.00%

Garden State Investment Advisory Services LLC

1.96K

Jun 30, 26

+17

0.00%

S&T BANK/PA

1.96K

Jun 30, 26

+1.75K

0.00%

Chesley Taft & Associates LLC

1.95K

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

1.95K

Jun 30, 26

-95

0.00%

Birchwood Financial Partners, Inc.

1.94K

Jun 30, 26

+16

0.00%

CITY NATIONAL BANK OF FLORIDA /MSD

1.93K

Jun 30, 26

-12

0.00%

Highview Capital Management LLC/DE/

1.93K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

1.92K

Jun 30, 26

+553

0.00%

Insight Advisors, LLC/ PA

1.92K

Jun 30, 26

-218

0.00%

ARS Wealth Advisors Group, LLC

1.91K

Jun 30, 26

-70

0.00%

American Institute for Advanced Investment Management, LLP

1.91K

Jun 30, 26

0.00%

Wealth Advisory Solutions, LLC

1.90K

Jun 30, 26

+110

0.00%

DUDLEY CAPITAL MANAGEMENT, LLC

1.90K

Jun 30, 26

0.00%

OPTIONS SOLUTIONS, LLC

1.90K

Jun 30, 26

0.00%

Belvedere Trading LLC

1.90K

Jun 30, 26

+1.90K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

1.89K

Jun 30, 26

0.00%

GWN SECURITIES INC.

1.88K

Jun 30, 26

-36

0.00%

Providence Capital Advisors, LLC

1.87K

Jun 30, 26

+74

0.00%

CALTON & ASSOCIATES, INC.

1.86K

Jun 30, 26

-2

0.00%

Altus Wealth Group LLC

1.86K

Jun 30, 26

+57

0.00%

FORVIS Wealth Advisors, LLC

1.86K

Jun 30, 26

+1.86K

0.00%

Atria Investments, Inc

1.86K

Jun 30, 26

-625

0.00%

Carson Advisory Inc.

1.85K

Jun 30, 26

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

1.84K

Jun 30, 26

0.00%

Triumph Capital Management

1.84K

Jun 30, 26

0.00%

McKinley Carter Wealth Services, Inc.

1.83K

Jun 30, 26

0.00%

Birchcreek Wealth Management, LLC

1.83K

Jun 30, 26

+42

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.81K

Jun 30, 26

-35

0.00%

MUSTICO FINANCIAL GROUP, INC.

1.81K

Jun 30, 26

0.00%

Southland Equity Partners LLC

1.80K

Jun 30, 26

0.00%

Sand Hill Global Advisors, LLC

1.80K

Jun 30, 26

-6

0.00%

Tulsa Wealth Advisors, INC

1.80K

Jun 30, 26

+11

0.00%

1ST SOURCE BANK

1.80K

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.80K

Jun 30, 26

+1.80K

0.00%

Lauterbach Financial Advisors, LLC

1.79K

Jun 30, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

1.79K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.78K

Jun 30, 26

+899

0.00%

Pinion Investment Advisors, LLC

1.78K

Jun 30, 26

+1.78K

0.00%

CoreFirst Bank & Trust

1.78K

Jun 30, 26

0.00%

Confluence Wealth Services, Inc.

1.78K

Jun 30, 26

0.00%

Dala Group, LLC

1.77K

Jun 30, 26

0.00%

NORDEN GROUP LLC

1.77K

Jun 30, 26

0.00%

Indivisible Partners

1.76K

Jun 30, 26

+200

0.00%

Coquina Private Wealth LLC

1.75K

Jun 30, 26

+10

0.00%

TOWER BRIDGE ADVISORS

1.75K

Jun 30, 26

0.00%

Borer Denton & Associates, Inc.

1.75K

Jun 30, 26

+1.75K

0.00%

Allegheny Financial Group LTD

1.75K

Jun 30, 26

0.00%

Cairn Investment Group, Inc.

1.74K

Jun 30, 26

0.00%

FIRST TRUST ADVISORS LP

1.74K

Jun 30, 26

+1.74K

0.00%

Grandview Asset Management LLC

1.74K

Jun 30, 26

-128

0.00%

Prosperity Financial Group, Inc.

1.74K

Jun 30, 26

+65

0.00%

Clarus Group, Inc.

1.74K

Jun 30, 26

-592

0.00%

Madrona Financial Services, LLC

1.73K

Jun 30, 26

-73

0.00%

Semus Wealth Partners LLC

1.72K

Jun 30, 26

+12

0.00%

Cooper Financial Group

1.72K

Jun 30, 26

+374

0.00%

Van Hulzen Asset Management, LLC

1.72K

Jun 30, 26

0.00%

MOTCO

1.71K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.71K

Jun 30, 26

0.00%

BAILARD, INC.

1.70K

Jun 30, 26

+1.70K

0.00%

SAR WEALTH MANAGEMENT GROUP, LLC

1.70K

Jun 30, 26

0.00%

Hickory Point Bank & Trust

1.70K

Jun 30, 26

0.00%

Hoxton Planning & Management, LLC

1.70K

Jun 30, 26

0.00%

Cloud Capital Management, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

BCS Private Wealth Management, Inc.

1.69K

Jun 30, 26

0.00%

Oregon Pacific Wealth Management, LLC

1.69K

Jun 30, 26

-64

0.00%

Kerntke Otto McGlone Wealth Management Group

1.68K

Jun 30, 26

+111

0.00%

UHLMANN PRICE SECURITIES, LLC

1.68K

Jun 30, 26

0.00%

Francis Financial, Inc.

1.68K

Jun 30, 26

0.00%

AtlasMark Financial, Inc

1.67K

Jun 30, 26

-72

0.00%

KWB Wealth

1.67K

Jun 30, 26

0.00%

Onyx Bridge Wealth Group LLC

1.67K

Jun 30, 26

+10

0.00%

American Financial Advisors, LLC

1.66K

Jun 30, 26

0.00%

Kovack Advisors, Inc.

1.65K

Jun 30, 26

-156

0.00%

Chemistry Wealth Management LLC

1.64K

Jun 30, 26

0.00%

Morton Capital Management LLC/CA

1.64K

Jun 30, 26

0.00%

Crumly & Associates Inc.

1.64K

Jun 30, 26

0.00%

Allred Capital Management, LLC

1.63K

Jun 30, 26

0.00%

FIRST MERCHANTS CORP

1.63K

Jun 30, 26

0.00%

Berger Financial Group, Inc

1.63K

Jun 30, 26

+63

0.00%

OFS Enterprise LLC

1.63K

Jun 30, 26

0.00%

Heritage Wealth Management, Inc. /CA/

1.63K

Jun 30, 26

-500

0.00%

Pacific Wealth Strategies Group, Inc.

1.63K

Jun 30, 26

0.00%

Berman McAleer LLC

1.63K

Jun 30, 26

0.00%

Unified Investment Management

1.63K

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

1.63K

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

1.62K

Jun 30, 26

0.00%

Mission Hills Financial Advisory, LLC

1.62K

Jun 30, 26

+119

0.00%

Piscataqua Savings Bank

1.61K

Jun 30, 26

-75

0.00%

Visionary Wealth Advisors

1.60K

Jun 30, 26

0.00%

Seneca Financial Advisors LLC

1.60K

Jun 30, 26

0.00%

Firestone Capital Management

1.60K

Jun 30, 26

0.00%

Cedar Wealth Management, LLC

1.60K

Jun 30, 26

-240

0.00%

ARQ WEALTH ADVISORS, LLC

1.60K

Jun 30, 26

0.00%

Perennial Investment Advisors, LLC

1.60K

Jun 30, 26

-483

0.00%

Legacy Advisors, LLC

1.60K

Jun 30, 26

0.00%

Colonial Trust Co / SC

1.59K

Jun 30, 26

0.00%

United Asset Strategies, Inc.

1.59K

Jun 30, 26

0.00%

Hubbell Strickland Wealth Management, LLC

1.59K

Jun 30, 26

+12

0.00%

Integras Partners LLC

1.59K

Jun 30, 26

+1.59K

0.00%

Harbour Capital Advisors, LLC

1.59K

Jun 30, 26

0.00%

FIDELITY D & D BANCORP INC

1.59K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

1.59K

Jun 30, 26

-300

0.00%

Green Ridge Wealth Planning LLC

1.59K

Jun 30, 26

0.00%

Wick Capital Partners, LLC

1.57K

Jun 30, 26

0.00%

Azimuth Capital Investment Management LLC

1.57K

Jun 30, 26

0.00%

Duncan Williams Asset Management, LLC

1.57K

Jun 30, 26

+13

0.00%

STERLING INVESTMENT ADVISORS LLC /ADV

1.56K

Jun 30, 26

0.00%

Pasadena Private Wealth, LLC

1.55K

Jun 30, 26

+148

0.00%

PGIM Custom Harvest LLC

1.55K

Jun 30, 26

+30

0.00%

PLIMOTH TRUST CO LLC

1.55K

Jun 30, 26

0.00%

Breakwater Investment Management

1.55K

Jun 30, 26

0.00%

Manuka Financial, LLC

1.55K

Jun 30, 26

0.00%

TI-TRUST, INC

1.55K

Jun 30, 26

+1.55K

0.00%

Riverview Capital Advisers, LLC

1.54K

Jun 30, 26

+12

0.00%

MRWM Advisors, LLC

1.54K

Jun 30, 26

0.00%

Ironwood Investment Counsel, LLC

1.53K

Jun 30, 26

-316

0.00%

Institute for Wealth Management, LLC.

1.53K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

1.53K

Jun 30, 26

+422

0.00%

WFA of San Diego, LLC

1.52K

Jun 30, 26

+45

0.00%

Houlihan Financial Resource Group, Ltd.

1.52K

Jun 30, 26

0.00%

Northstar Advisory Group, LLC

1.52K

Jun 30, 26

-21

0.00%

AMUSSEN HUNSAKER ASSOCIATES LLC

1.51K

Jun 30, 26

0.00%

Curry Webb Wealth Management LLC

1.51K

Jun 30, 26

0.00%

VICUS CAPITAL

1.51K

Jun 30, 26

-8

0.00%

Innova Wealth Partners

1.51K

Jun 30, 26

+150

0.00%

Ring Mountain Capital, LLC

1.50K

Jun 30, 26

-14

0.00%

American Trust

1.50K

Jun 30, 26

+21

0.00%

Topsail Wealth Management, LLC

1.50K

Jun 30, 26

0.00%

Post Resch Tallon Group Inc.

1.50K

Jun 30, 26

0.00%

LifeWealth Investments, LLC

1.50K

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

1.50K

Jun 30, 26

0.00%

Summit Asset Management, LLC

1.50K

Jun 30, 26

0.00%

Asio Capital, LLC

1.50K

Jun 30, 26

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

1.50K

Jun 30, 26

-65

0.00%

BridgePort Financial Solutions, LLC

1.50K

Jun 30, 26

-908

0.00%

Bison Wealth, LLC

1.50K

Jun 30, 26

-111

0.00%

FINANCIAL MANAGEMENT NETWORK INC

1.50K

Jun 30, 26

0.00%

Successful Portfolios LLC

1.50K

Jun 30, 26

+1.50K

0.00%

Fisher Asset Management, LLC

1.49K

Jun 30, 26

-2.11K

0.00%

KELLY FINANCIAL GROUP LLC

1.49K

Jun 30, 26

-42

0.00%

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

1.48K

Jun 30, 26

+1.48K

0.00%

PACES FERRY WEALTH ADVISORS, LLC

1.48K

Jun 30, 26

0.00%

UNIVEST FINANCIAL Corp

1.47K

Jun 30, 26

0.00%

DENVER WEALTH MANAGEMENT, INC.

1.47K

Jun 30, 26

0.00%

RMR Wealth Builders

1.47K

Jun 30, 26

+130

0.00%

AJ Advisors, LLC

1.46K

Jun 30, 26

+12

0.00%

Bridgewealth Advisory Group, LLC

1.45K

Jun 30, 26

0.00%

Petros Family Wealth, LLC

1.45K

Jun 30, 26

-54

0.00%

Dunhill Financial, LLC

1.43K

Jun 30, 26

0.00%

HOWARD WEALTH MANAGEMENT, LLC

1.42K

Jun 30, 26

-93

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

1.41K

Jun 30, 26

0.00%

Strategies Wealth Advisors, LLC

1.41K

Jun 30, 26

+11

0.00%

Empower Advisory Group, LLC

1.41K

Jun 30, 26

+1.41K

0.00%

CONNABLE OFFICE INC

1.41K

Jun 30, 26

0.00%

SAGE RHINO CAPITAL LLC

1.41K

Jun 30, 26

-50

0.00%

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

1.40K

Jun 30, 26

-575

0.00%

Fort Sheridan Advisors LLC

1.40K

Jun 30, 26

+1.40K

0.00%

HEADINVEST, LLC

1.40K

Jun 30, 26

0.00%

Mattern Wealth Management LLC

1.40K

Jun 30, 26

0.00%

Providence Financial Advisors, LLC

1.40K

Jun 30, 26

0.00%

Private Wealth Partners, LLC

1.40K

Jun 30, 26

0.00%

ARWA LLC

1.40K

Jun 30, 26

+1.40K

0.00%

MONTAG A & ASSOCIATES INC

1.40K

Jun 30, 26

0.00%

COWA, LLC

1.40K

Jun 30, 26

0.00%

Forum Financial Management, LP

1.40K

Jun 30, 26

+1.40K

0.00%

Tortoise Investment Management, LLC

1.39K

Jun 30, 26

0.00%

TRUST CO OF VIRGINIA /VA

1.39K

Jun 30, 26

-142

0.00%

PARTNERS WEALTH MANAGEMENT, LLC

1.39K

Jun 30, 26

0.00%

Braeburn Wealth Management LLC

1.39K

Jun 30, 26

-157

0.00%

LJI Wealth Management, LLC

1.38K

Jun 30, 26

-100

0.00%

RiverGlades Family Offices LLC

1.38K

Jun 30, 26

0.00%

Diversified Enterprises, LLC

1.38K

Jun 30, 26

0.00%

Huntleigh Advisors, Inc.

1.38K

Jun 30, 26

+1.38K

0.00%

SENTINEL PENSION ADVISORS INC

1.38K

Jun 30, 26

0.00%

Select Asset Management & Trust

1.37K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

1.37K

Jun 30, 26

+32

0.00%

Storen Legacy Partners, LLC

1.37K

Jun 30, 26

+1.37K

0.00%

Fiduciary Alliance LLC

1.37K

Jun 30, 26

0.00%

Concord Wealth Partners

1.37K

Jun 30, 26

+16

0.00%

SFAM, LLC

1.36K

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

1.36K

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

1.36K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

1.35K

Jun 30, 26

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

1.35K

Jun 30, 26

0.00%

TigerOak Management, L.L.C.

1.35K

Jun 30, 26

0.00%

Umpqua Bank

1.35K

Jun 30, 26

0.00%

LETSON INVESTMENT MANAGEMENT, INC.

1.35K

Jun 30, 26

0.00%

Greenspring Advisors, LLC

1.35K

Jun 30, 26

0.00%

Verum Partners LLC

1.35K

Jun 30, 26

+1.35K

0.00%

Tanglewood Wealth Management, Inc.

1.35K

Jun 30, 26

0.00%

StoneX Group Inc.

1.35K

Jun 30, 26

+1.35K

0.00%

COLLECTIVE FAMILY OFFICE LLC

1.34K

Jun 30, 26

0.00%

Sargent Investment Group, LLC

1.34K

Jun 30, 26

0.00%

SAM Advisors, LLC

1.34K

Jun 30, 26

0.00%

TRED AVON FAMILY WEALTH, LLC

1.33K

Jun 30, 26

0.00%

Adams Asset Advisors, LLC

1.33K

Jun 30, 26

0.00%

Fiduciary Planning LLC

1.33K

Jun 30, 26

+1.33K

0.00%

Planning Strategies Inc.

1.33K

Jun 30, 26

+1.33K

0.00%

CASCADE INVESTMENT GROUP, INC.

1.33K

Jun 30, 26

-27

0.00%

Heritage Trust Co

1.32K

Jun 30, 26

0.00%

Hills Bank & Trust Co

1.32K

Jun 30, 26

-189

0.00%

Beckerman Institutional, LLC

1.32K

Jun 30, 26

+1.32K

0.00%

Wealthquest Corp

1.31K

Jun 30, 26

+1.31K

0.00%

Chancellor Financial Group WB LP

1.31K

Jun 30, 26

+1.31K

0.00%

Accurate Wealth Management, LLC

1.31K

Jun 30, 26

+1.31K

0.00%

Aaron Wealth Advisors LLC

1.31K

Jun 30, 26

+1.31K

0.00%

VeraBank, N.A.

1.30K

Jun 30, 26

+1.30K

0.00%

V2 Financial group LLC

1.30K

Jun 30, 26

+1.30K

0.00%

DECISION INVESTMENTS, INC

1.30K

Jun 30, 26

+1.30K

0.00%

Krane Financial Solutions LLC

1.30K

Jun 30, 26

+1.30K

0.00%

Rise Advisors, LLC

1.30K

Jun 30, 26

-54

0.00%

HFG Advisors, Inc.

1.29K

Jun 30, 26

+1.29K

0.00%

Farrell Financial LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Clearwater Capital Advisors, LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Roundview Capital LLC

1.29K

Jun 30, 26

-60

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

1.28K

Jun 30, 26

+1.28K

0.00%

TRUE Private Wealth Advisors

1.28K

Jun 30, 26

+1.28K

0.00%

Rossby Financial, LCC

1.28K

Jun 30, 26

-1.97K

0.00%

BankPlus Trust Department

1.28K

Jun 30, 26

0.00%

LRI Investments, LLC

1.25K

Jun 30, 26

0.00%

Innovative Asset Advisors Group, LLC

1.25K

Jun 30, 26

0.00%

John A. Wolfe & Associates, Inc.

1.25K

Jun 30, 26

0.00%

Armor Investment Advisors, LLC

1.25K

Jun 30, 26

-39

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

1.23K

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

1.21K

Jun 30, 26

0.00%

FIRST FINANCIAL CORP /IN/

1.20K

Jun 30, 26

-11

0.00%

Physician Wealth Advisors, Inc.

1.20K

Jun 30, 26

0.00%

Riverview Trust Co

1.20K

Jun 30, 26

0.00%

Westend Capital Management, LLC

1.18K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.17K

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

1.16K

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

1.13K

Jun 30, 26

0.00%

NBT BANK N A /NY

1.11K

Jun 30, 26

0.00%

CNB Bank

1.10K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

1.09K

Jun 30, 26

0.00%

Kroeger Financial Partners

1.05K

Jun 30, 26

+1.05K

0.00%

Rossmore Private Capital

1.05K

Jun 30, 26

0.00%

Crews Bank & Trust

1.04K

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.03K

Jun 30, 26

0.00%

Ancora Advisors, LLC

1.01K

Jun 30, 26

0.00%

Cornerstone Financial Management LLC

1.00K

Jun 30, 26

0.00%

COUNTRY TRUST BANK

993

Jun 30, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

990

Jun 30, 26

-50

0.00%

Crewe Advisors LLC

963

Jun 30, 26

0.00%

EFG International AG

961

Jun 30, 26

+961

0.00%

Synergy Investment Management, LLC

937

Jun 30, 26

+527

0.00%

Fairway Wealth LLC

932

Jun 30, 26

+264

0.00%

GILPIN WEALTH MANAGEMENT, LLC

925

Jun 30, 26

0.00%

Zeit Capital LLC

899

Jun 30, 26

+225

0.00%

Trust Co

895

Jun 30, 26

+460

0.00%

Financial Life Planners

894

Jun 30, 26

0.00%

TrustBank

870

Jun 30, 26

-255

0.00%

First Bancorp, Inc /ME/

861

Jun 30, 26

+861

0.00%

Key FInancial Inc

857

Jun 30, 26

0.00%

PEOPLES FINANCIAL SERVICES CORP.

856

Jun 30, 26

-95

0.00%

Gen-Wealth Partners Inc

823

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

814

Jun 30, 26

0.00%

Insight Inv LLC

812

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

809

Jun 30, 26

+809

0.00%

Capital Investment Counsel, Inc

800

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

799

Jun 30, 26

0.00%

ENTRUST FINANCIAL LLC

799

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

795

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

793

Jun 30, 26

0.00%

Davis Capital Management

790

Jun 30, 26

+38

0.00%

ARMSTRONG ADVISORY GROUP, INC

766

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

750

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

736

Jun 30, 26

0.00%

Finley Financial, LLC

730

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

721

Jun 30, 26

-231

0.00%

Cape Investment Advisory, Inc.

700

Jun 30, 26

+700

0.00%

PROSPERITY BANCSHARES INC

677

Jun 30, 26

0.00%

BAYBAN

675

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

673

Jun 30, 26

0.00%

TORONTO DOMINION BANK

667

Jun 30, 26

+667

0.00%

Marshall & Sterling Wealth Advisors Inc.

660

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

656

Jun 30, 26

+656

0.00%

Beaird Harris Wealth Management, LLC

642

Jun 30, 26

0.00%

Accordant Advisory Group Inc

633

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

611

Jun 30, 26

0.00%

Essential Investment Partners LLC

595

Jun 30, 26

0.00%

High Note Wealth, LLC

579

Jun 30, 26

0.00%

Clearstead Trust, LLC

560

Jun 30, 26

-1.08K

0.00%

GHP Investment Advisors, Inc.

557

Jun 30, 26

+104

0.00%

Coston, McIsaac & Partners

549

Jun 30, 26

0.00%

BankChampaign, National Association

547

Jun 30, 26

-3

0.00%

TIAA Wealth Investment Management LLC

537

Jun 30, 26

+417

0.00%

REAP Financial Group, LLC

531

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

524

Jun 30, 26

-34

0.00%

Signature Equity Partners, LLC

505

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

498

Jun 30, 26

+144

0.00%

Monetary Solutions, Ltd

495

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

494

Jun 30, 26

0.00%

Fortitude Family Office, LLC

490

Jun 30, 26

0.00%

City State Bank

490

Jun 30, 26

0.00%

CITIGROUP INC

487

Jun 30, 26

-2.75K

0.00%

McCarthy Grittinger Financial Group, LLC

487

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

483

Jun 30, 26

-67

0.00%

BALLAST ADVISORS LLC

482

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

482

Jun 30, 26

-209

0.00%

N.E.W. Advisory Services LLC

480

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

480

Jun 30, 26

0.00%

Guardian Partners Inc.

480

Jun 30, 26

+480

0.00%

Murphy & Mullick Capital Management Corp

461

Jun 30, 26

+76

0.00%

GILL CAPITAL PARTNERS, LLC

460

Jun 30, 26

0.00%

GRANVILLE CAPITAL, INC.

459

Jun 30, 26

0.00%

ADIRONDACK TRUST CO

450

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

432

Jun 30, 26

-199

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

432

Jun 30, 26

-138

0.00%

Cornerstone National Bank & Trust Co

420

Jun 30, 26

0.00%

MTM Investment Management, LLC

415

Jun 30, 26

0.00%

EPG Wealth Management LLC

415

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

414

Jun 30, 26

+414

0.00%

CX Institutional

409

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

396

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

389

Jun 30, 26

0.00%

Morse Asset Management, Inc

389

Jun 30, 26

0.00%

Roxbury Financial LLC

386

Jun 30, 26

0.00%

Millstone Evans Group, LLC

372

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

371

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

359

Jun 30, 26

+43

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

358

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

357

Jun 30, 26

0.00%

Legacy Bridge, LLC

350

Jun 30, 26

0.00%

Advanced Asset Management Advisors Inc

348

Jun 30, 26

0.00%

Seneschal Advisors, LLC

343

Jun 30, 26

0.00%

Corsicana & Co.

341

Jun 30, 26

0.00%

Provident Wealth Management, LLC

336

Jun 30, 26

-215

0.00%

PITTENGER & ANDERSON INC

333

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

333

Jun 30, 26

-54

0.00%

Weaver Capital Management LLC

325

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

318

Jun 30, 26

-100

0.00%

Byrne Asset Management LLC

315

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

311

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

304

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

303

Jun 30, 26

0.00%

Westside Investment Management, Inc.

300

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

297

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

289

Jun 30, 26

0.00%

Strive Financial Group ,LLC

282

Jun 30, 26

+31

0.00%

KELLEHER FINANCIAL ADVISORS

275

Jun 30, 26

+133

0.00%

1620 INVESTMENT ADVISORS, INC.

274

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

272

Jun 30, 26

0.00%

Napier Financial, LLC

262

Jun 30, 26

0.00%

Cypress Capital Management LLC (WY)

261

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

259

Jun 30, 26

0.00%

Friedenthal Financial

259

Jun 30, 26

0.00%

Kilter Group LLC

241

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

235

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

230

Jun 30, 26

-21

0.00%

Main Street Group, LTD

218

Jun 30, 26

0.00%

Miller Capital Partners, Inc.

210

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

206

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

200

Jun 30, 26

0.00%

Manchester Capital Management LLC

200

Jun 30, 26

-660

0.00%

RICHARDS, MERRILL & PETERSON, INC.

200

Jun 30, 26

0.00%

Beutel, Goodman & Co Ltd.

195

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

191

Jun 30, 26

-54

0.00%

Elevated Capital Advisors, LLC

184

Jun 30, 26

0.00%

Avalon Trust Co

181

Jun 30, 26

+181

0.00%

Atlatl Advisers LLC

178

Jun 30, 26

+178

0.00%

Rice Partnership, LLC

175

Jun 30, 26

0.00%

Fairman Group, LLC

168

Jun 30, 26

0.00%

OXFORD FINANCIAL GROUP LTD

160

Jun 30, 26

-145

0.00%

JPL Wealth Management, LLC

155

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

154

Jun 30, 26

0.00%

Addison Advisors LLC

152

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

149

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

146

Jun 30, 26

+146

0.00%

Nemes Rush Group LLC

144

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

140

Jun 30, 26

0.00%

Strategic Wealth Advisors LLC

133

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

133

Jun 30, 26

+133

0.00%

Family Management Corp

131

Jun 30, 26

0.00%

PlanVest Financial, Inc

129

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

128

Jun 30, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

127

Jun 30, 26

0.00%

Advantage Trust Co

120

Jun 30, 26

0.00%

Financial Perspectives, Inc

115

Jun 30, 26

0.00%

TSFG, LLC

110

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

108

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

105

Jun 30, 26

0.00%

Highland Investment Advisors LLC

104

Jun 30, 26

+104

0.00%

HOWE & RUSLING INC

100

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

100

Jun 30, 26

0.00%

Timbuktu Capital Management, LLC

100

Jun 30, 26

+100

0.00%

Quintet Private Bank (Europe) S.A.

100

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

NI ACQUISITIONS COMPANY, LLC

Jun 30, 26

+98

0.00%

Golden State Equity Partners

Jun 30, 26

-19

0.00%

High Point Wealth Management, LLC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

TD Capital Management LLC

Jun 30, 26

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+75

0.00%

Robbins Farley

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-1.13K

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

Basepoint Wealth LLC

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

-2.13K

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

PayPay Securities Corp

Jun 30, 26

-5

0.00%

Jun 30, 26

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

Jun 30, 26

0.00%

UMB Bank, n.a.

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

BROADWATER CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

-58

0.00%

Sunrise Financial Services, LLC

Jun 30, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

Jun 30, 26

-34

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Cheviot Value Management, LLC

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

Rakuten Securities, Inc.

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

-1.23K

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+15

0.00%

Tanglewood Legacy Advisors, LLC

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

West Branch Capital LLC

Jun 30, 26

0.00%

ARVEST INVESTMENTS, INC.

Jun 30, 26

0.00%

GKV Capital Management Co., Inc.

Jun 30, 26

-400

Granite Group Advisors, LLC

Jun 30, 26

-1.36K

Smith Partners Wealth Management, LLC

Jun 30, 26

-1.65K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-17.92K

Headlands Technologies LLC

Jun 30, 26

-2.32K

Accelerate Investment Advisors LLC

Jun 30, 26

-2.01K

Financial Freedom, LLC

Jun 30, 26

-248

Empowered Funds, LLC

Jun 30, 26

-1.58K

Flaharty Asset Management, LLC

Jun 30, 26

-15.38K

Capital Advisory Group Advisory Services, LLC

Jun 30, 26

-1.38K

Clean Yield Group

Jun 30, 26

-260

BFSG, LLC

Jun 30, 26

-25

FLOW TRADERS U.S. LLC

Jun 30, 26

-31.84K

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Jun 30, 26

-1.46K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-2.06K

Sonoma Allocations LLC

Jun 30, 26

-2.58K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-3.11K

Holos Integrated Wealth LLC

Jun 30, 26

-163

ADAPT WEALTH ADVISORS, LLC

Jun 30, 26

-1.68K

PFG Advisors

Jun 30, 26

-6.80K

Essential Partners LLC

Jun 30, 26

-455

Global Trust Wealth Management LLC

Jun 30, 26

-2.30K

Maia Wealth LLC

Jun 30, 26

-1.59K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-3.04K

Advisory Alpha, LLC

Jun 30, 26

-1.36K

EVOKE WEALTH, LLC

Jun 30, 26

-21.35K

Gateway Wealth Partners, LLC

Jun 30, 26

-2.10K

Root Financial Partners, LLC

Jun 30, 26

-1

Gray Private Wealth, LLC

Jun 30, 26

-1.73K

Banco de Sabadell, S.A

Jun 30, 26

-18.56K

SAXON INTERESTS, INC.

Jun 30, 26

-1.50K

Team Financial Group, LLC

Jun 30, 26

-176

Evergreen Advisors, LLC

Jun 30, 26

-451

Everhart Financial Group, Inc.

Jun 30, 26

-14.55K

Investors Research Corp

Jun 30, 26

-4.30K

MBM Wealth Consultants, LLC

Jun 30, 26

-340

MIDDLETON & CO INC/MA

Jun 30, 26

-1.68K

Prosperitas Financial LLC

Jun 30, 26

-3.02K

CARDEROCK CAPITAL MANAGEMENT INC

Jun 30, 26

-1.60K

Clayton Financial Group LLC

Jun 30, 26

-2.50K

Advisors Asset Management, Inc.

Jun 30, 26

-184

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-68

BIRCHBROOK, INC.

Jun 30, 26

-90

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-880

Missouri Trust & Investment Co

Jun 30, 26

-1.22K

Victrix Investment Advisors

Jun 30, 26

-1.82K

True Link Financial Advisors, LLC

Jun 30, 26

-709

DDFG, Inc

Jun 30, 26

-1.35K

National Wealth Management Group, LLC

Jun 30, 26

-1.35K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-815

AFT, FORSYTH & COMPANY, INC.

Jun 30, 26

-1.45K

Calamos Advisors LLC

Jun 30, 26

-2.53K

Vermillion & White Wealth Management Group, LLC

Jun 30, 26

-3.45K

GFS Advisors, LLC

Jun 30, 26

-45.68K

GGM Financials LLC

Jun 30, 26

-50

Global Wealth Strategies & Associates

Jun 30, 26

-20

BARCLAYS PLC

Jun 30, 26

-1.38K

Independent Advisor Alliance

Jun 30, 26

-30.02K

XTX Topco Ltd

Jun 30, 26

-2.79K

RMG Wealth Management LLC

Jun 30, 26

-2.21K

READYSTATE ASSET MANAGEMENT LP

Jun 30, 26

-4.01K

CWM, LLC

52.31K

Mar 31, 26

-1.94K

0.04%

Vivaldi Capital Management LP

45.67K

Mar 31, 26

0.03%

U.S. Capital Wealth Advisors, LLC

24.63K

Mar 31, 26

+18.57K

0.02%

CANANDAIGUA NATIONAL CORP

16.16K

Mar 31, 26

+16.16K

0.01%

Evanson Asset Management, LLC

14.08K

Mar 31, 26

0.01%

Coordinated Financial Services, Inc.

9.69K

Mar 31, 26

+1.52K

0.01%

Claris Financial LLC

8.00K

Mar 31, 26

+29

0.01%

Mill Creek Capital Advisors, LLC

7.91K

Mar 31, 26

-2.32K

0.01%

Sunbelt Securities, Inc.

7.33K

Mar 31, 26

0.01%

SECURITY NATIONAL BANK OF SO DAK

7.08K

Mar 31, 26

-50

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

6.77K

Mar 31, 26

-88

0.00%

TruWealth Advisors, LLC

6.38K

Mar 31, 26

0.00%

Leo Wealth, LLC

5.23K

Mar 31, 26

+27

0.00%

Jackson Hole Capital Partners, LLC

5.13K

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

4.63K

Mar 31, 26

+14

0.00%

Bank of Jackson Hole Trust

3.67K

Mar 31, 26

-600

0.00%

Red Tortoise LLC

3.65K

Mar 31, 26

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

3.62K

Mar 31, 26

0.00%

EXENCIAL WEALTH ADVISORS, LLC

3.34K

Mar 31, 26

+160

0.00%

JOURNEY STRATEGIC WEALTH LLC

3.10K

Mar 31, 26

-268

0.00%

Vantage Investment Partners, LLC

2.81K

Mar 31, 26

0.00%

GM Advisory Group, Inc.

2.48K

Mar 31, 26

-20

0.00%

DGS Capital Management, LLC

2.17K

Mar 31, 26

+2.17K

0.00%

Parkside Financial Bank & Trust

2.11K

Mar 31, 26

+701

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

1.91K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.84K

Mar 31, 26

+13

0.00%

Canandaigua National Trust Co of Florida

1.62K

Mar 31, 26

+1.62K

0.00%

Charter Oak Capital Management, LLC

1.42K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

1.15K

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.09K

Mar 31, 26

0.00%

Financial Connections Group, Inc.

497

Mar 31, 26

0.00%

Horizons Wealth Management

360

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

280

Mar 31, 26

0.00%

McIlrath & Eck, LLC

176

Mar 31, 26

0.00%

Evelyn Partners Investment Management (Europe) Ltd

150

Mar 31, 26

0.00%

Silicon Valley Capital Partners

Mar 31, 26

0.00%

COMERICA BANK

427.92K

Dec 31, 25

-5.39K

0.29%

GREENBERG FINANCIAL GROUP

64.11K

Dec 31, 25

+64.11K

0.04%

CIBC Private Wealth Group, LLC

58.96K

Dec 31, 25

+20

0.04%

VANGUARD GROUP INC

31.90K

Dec 31, 25

+48

0.02%

FineMark National Bank & Trust

19.57K

Dec 31, 25

+1.30K

0.01%

Yeomans Consulting Group, Inc.

15.23K

Dec 31, 25

+270

0.01%

REDMONT WEALTH ADVISORS LLC

14.11K

Dec 31, 25

0.01%

Cadence Bank

7.68K

Dec 31, 25

-72

0.01%

High Falls Advisors, Inc

6.13K

Dec 31, 25

-3.27K

0.00%

MGB Wealth Management, LLC

4.75K

Dec 31, 25

+14

0.00%

Litman Gregory Wealth Management LLC

3.69K

Dec 31, 25

+285

0.00%

Heritage Financial Services, LLC

2.06K

Dec 31, 25

0.00%

Oldfather Financial Services, LLC

1.63K

Dec 31, 25

+211

0.00%

Dentgroup LLC

1.52K

Dec 31, 25

0.00%

ORG Partners LLC

488

Dec 31, 25

0.00%

Ransom Advisory, Ltd

190

Dec 31, 25

+190

0.00%

New Millennium Group LLC

Dec 31, 25

-2

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-376

Glenmede Investment Management, LP

241.40K

Sep 30, 25

-2.36K

0.17%

SYNOVUS FINANCIAL CORP

207.25K

Sep 30, 25

+2.38K

0.14%

PINNACLE FINANCIAL PARTNERS INC

99.95K

Sep 30, 25

+482

0.07%

Gunma Bank,Ltd.

57.08K

Sep 30, 25

0.04%

SPC Financial, Inc.

28.84K

Sep 30, 25

-13.09K

0.02%

IMS Capital Management

17.69K

Sep 30, 25

-2.37K

0.01%

Sterling Financial Group, Inc.

11.68K

Sep 30, 25

0.01%

Watts Gwilliam & Co., LLC

11.56K

Sep 30, 25

+42

0.01%

COUNTRY CLUB BANK /GFN

6.98K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

4.29K

Sep 30, 25

-465

0.00%

OPTIMUM INVESTMENT ADVISORS

3.17K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

2.86K

Sep 30, 25

0.00%

PBMares Wealth Management LLC

2.83K

Sep 30, 25

0.00%

Donald L. Hagan, LLC

2.67K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

2.48K

Sep 30, 25

0.00%

FSA Wealth Management LLC

2.13K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.96K

Sep 30, 25

-182

0.00%

Bristlecone Advisors, LLC

1.84K

Sep 30, 25

+34

0.00%

OAK HILL WEALTH ADVISORS, LLC

1.48K

Sep 30, 25

0.00%

Gitterman Wealth Management, LLC

1.43K

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

1.15K

Sep 30, 25

+225

0.00%

Lowe Wealth Advisors, LLC

1.02K

Sep 30, 25

0.00%

West Oak Capital, LLC

650

Sep 30, 25

0.00%

WFA Asset Management Corp

506

Sep 30, 25

-414

0.00%

Hemington Wealth Management

371

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+63

0.00%

Financial Advocates Investment Management

Sep 30, 25

-9.39K

Congress Wealth Management LLC / DE /

144.00K

Jun 30, 25

-414

0.10%

AVANTAX ADVISORY SERVICES, INC.

110.87K

Jun 30, 25

+6.27K

0.08%

First Horizon Advisors, Inc.

16.38K

Jun 30, 25

+321

0.01%

Smith Anglin Financial, LLC

14.12K

Jun 30, 25

+52

0.01%

Atria Wealth Solutions, Inc.

12.26K

Jun 30, 25

-27.91K

0.01%

Northeast Financial Consultants Inc

5.16K

Jun 30, 25

0.00%

Good Life Advisors, LLC

5.11K

Jun 30, 25

-9

0.00%

Centricity Wealth Management, LLC

4.68K

Jun 30, 25

+1.58K

0.00%

Wambolt & Associates, LLC

4.48K

Jun 30, 25

-33

0.00%

SCHNIEDERS CAPITAL MANAGEMENT LLC

3.71K

Jun 30, 25

-100

0.00%

J. W. Coons Advisors, LLC

3.49K

Jun 30, 25

0.00%

Waypoint Wealth Partners Inc.

3.41K

Jun 30, 25

0.00%

Grassi Investment Management

3.17K

Jun 30, 25

-161

0.00%

Capital Market Strategies LLC

2.78K

Jun 30, 25

-46

0.00%

SUMMIT INVESTMENT ADVISORS, INC.

1.96K

Jun 30, 25

+18

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

0.00%

FORTE CAPITAL LLC /ADV

Jun 30, 25

-1.65K

Orion Portfolio Solutions, LLC

28.97K

Mar 31, 25

-23.57K

0.02%

BluePointe Capital Management, LLC

15.57K

Mar 31, 25

+11.23K

0.01%

Vista Wealth Management Group, LLC

12.63K

Mar 31, 25

0.01%

Keeley-Teton Advisors, LLC

11.26K

Mar 31, 25

-500

0.01%

Marcum Wealth, LLC

8.06K

Mar 31, 25

0.01%

Lindbrook Capital, LLC

7.93K

Mar 31, 25

0.01%

Transform Wealth, LLC

7.21K

Mar 31, 25

-299

0.00%

Sheaff Brock Investment Advisors, LLC

4.20K

Mar 31, 25

-350

0.00%

Sabal Trust CO

3.66K

Mar 31, 25

+644

0.00%

Monterey Private Wealth, Inc.

3.50K

Mar 31, 25

-132

0.00%

CAROLINAS WEALTH CONSULTING LLC

3.19K

Mar 31, 25

+14

0.00%

Sandy Spring Bank

2.87K

Mar 31, 25

-38

0.00%

Schechter Investment Advisors, LLC

2.40K

Mar 31, 25

0.00%

West Coast Financial LLC

2.15K

Mar 31, 25

-45

0.00%

Lane & Associates LLC

2.04K

Mar 31, 25

0.00%

Bremer Bank National Association

1.80K

Mar 31, 25

+1.80K

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-2.19K

Cyrus J. Lawrence, LLC

Mar 31, 25

-1.68K

Private Portfolio Partners LLC

18.27K

Dec 31, 24

+19

0.01%

Edge Capital Group, LLC

16.31K

Dec 31, 24

+3.01K

0.01%

UNIONVIEW, LLC

11.23K

Dec 31, 24

+83

0.01%

Sugarloaf Wealth Management, LLC

10.52K

Dec 31, 24

0.01%

SignalPoint Asset Management, LLC

8.88K

Dec 31, 24

-132

0.01%

Fernwood Investment Management, LLC

8.50K

Dec 31, 24

-7.35K

0.01%

Kades & Cheifetz LLC

6.45K

Dec 31, 24

+109

0.00%

Riggs Capital Management LLC

4.25K

Dec 31, 24

+4.25K

0.00%

Zions Bancorporation, N.A.

3.39K

Dec 31, 24

0.00%

TrinityPoint Wealth, LLC

2.13K

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.05K

Dec 31, 24

-50

0.00%

Kiely Wealth Advisory Group, Inc.

1.86K

Dec 31, 24

-760

0.00%

Treynor Bancshares, Inc.

1.59K

Dec 31, 24

-107

0.00%

AlphaMark Advisors, LLC

890

Dec 31, 24

0.00%

Bray Capital Advisors

837

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

227

Dec 31, 24

-331

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-11.27K

0.00%

Fairhaven Wealth Management, LLC

Dec 31, 24

-1.51K

Raymond James Financial Services Advisors, Inc.

718.33K

Sep 30, 24

-720

0.49%

RAYMOND JAMES & ASSOCIATES

584.44K

Sep 30, 24

+16.51K

0.40%

RAYMOND JAMES TRUST N.A.

59.55K

Sep 30, 24

-897

0.04%

Platte River Wealth Advisors, LLC

22.97K

Sep 30, 24

-387

0.02%

PRIO WEALTH LIMITED PARTNERSHIP

4.93K

Sep 30, 24

-15

0.00%

FinTrust Capital Advisors, LLC

4.72K

Sep 30, 24

+10

0.00%

SpiderRock Advisors, LLC

3.76K

Sep 30, 24

-2.55K

0.00%

TNF LLC

3.69K

Sep 30, 24

-189

0.00%

GYL FINANCIAL SYNERGIES, LLC

3.26K

Sep 30, 24

0.00%

ETFIDEA, LLC

2.84K

Sep 30, 24

-223

0.00%

Kingfisher Capital LLC

2.49K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

2.38K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

2.31K

Sep 30, 24

-104

0.00%

9258 Wealth Management, LLC

1.97K

Sep 30, 24

-700

0.00%

Annapolis Financial Services, LLC

1.20K

Sep 30, 24

0.00%

Planning Capital Management Corp

679

Sep 30, 24

0.00%

First Personal Financial Services

350

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

311

Sep 30, 24

+291

0.00%

Syntrinsic LLC

250

Sep 30, 24

0.00%

Aspire Wealth Management Corp

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-3.70K

BlackRock Inc.

236.16K

Jun 30, 24

-66.06K

0.16%

BENJAMIN F. EDWARDS & COMPANY, INC.

10.93K

Jun 30, 24

-432

0.01%

Abbrea Capital, LLC

9.47K

Jun 30, 24

-200

0.01%

Private Ocean, LLC

5.57K

Jun 30, 24

+1.00K

0.00%

Gratus Capital LLC

3.86K

Jun 30, 24

+506

0.00%

Custom Portfolio Group LLC

3.20K

Jun 30, 24

-700

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.69K

Jun 30, 24

+10

0.00%

EMFO, LLC

2.34K

Jun 30, 24

0.00%

Greytown Advisors Inc.

2.04K

Jun 30, 24

0.00%

HoyleCohen, LLC

1.70K

Jun 30, 24

-38

0.00%

ICA Group Wealth Management, LLC

333

Jun 30, 24

-1.62K

0.00%

Rain Capital Management, LLC

298

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

238.24K

Mar 31, 24

-14.87K

0.16%

Cetera Advisors LLC

79.53K

Mar 31, 24

+14.85K

0.05%

SUMMIT FINANCIAL GROUP, INC.

41.10K

Mar 31, 24

+265

0.03%

Atlas Private Wealth Management

12.61K

Mar 31, 24

-4.61K

0.01%

CAMBRIDGE TRUST CO

6.62K

Mar 31, 24

-1.15K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

6.39K

Mar 31, 24

0.00%

Connectus Wealth, LLC

4.04K

Mar 31, 24

-2.11K

0.00%

Coppell Advisory Solutions Corp.

3.77K

Mar 31, 24

+3.77K

0.00%

Ratio Wealth Group

3.77K

Mar 31, 24

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

2.92K

Mar 31, 24

-3.07K

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

1.80K

Mar 31, 24

0.00%

Crestone Asset Management LLC

1.74K

Mar 31, 24

0.00%

Retirement Group, LLC

502

Mar 31, 24

-5

0.00%

Highlander Capital Management, LLC

200

Mar 31, 24

-350

0.00%

Cutler Group LLC / CA

Mar 31, 24

-28

WADE G W & INC

353.50K

Dec 31, 23

-34.79K

0.24%

FOCUS FINANCIAL NETWORK INC /ADV

48.97K

Dec 31, 23

+48.97K

0.03%

NinePointTwo Capital LLC

48.91K

Dec 31, 23

0.03%

Simplicity Solutions, LLC

23.00K

Dec 31, 23

-1.29K

0.02%

WEALTHSOURCE PARTNERS, LLC

13.46K

Dec 31, 23

+291

0.01%

Curi Wealth Management, LLC

12.27K

Dec 31, 23

-105

0.01%

StrategIQ Financial Group, LLC

9.00K

Dec 31, 23

-959

0.01%

Bartlett & Co. LLC

7.55K

Dec 31, 23

+156

0.01%

TELEMUS CAPITAL, LLC

4.61K

Dec 31, 23

0.00%

Columbia Trust Co 01012016

1.75K

Dec 31, 23

+1.75K

0.00%

Ledge Wealth Management, Inc.

1.73K

Dec 31, 23

+1.73K

0.00%

DB Wealth Management Group, LLC

1.00K

Dec 31, 23

-1.27K

0.00%

Baystate Wealth Management LLC

292

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

380.18K

Sep 30, 23

-247.35K

0.26%

PATHSTONE FAMILY OFFICE, LLC

76.47K

Sep 30, 23

+76.47K

0.05%

COLONY GROUP LLC

13.49K

Sep 30, 23

-851

0.01%

Sutton Wealth Advisors Inc.

11.29K

Sep 30, 23

-2

0.01%

ADVISOR PARTNERS II, LLC

4.93K

Sep 30, 23

-51

0.00%

BEDEL FINANCIAL CONSULTING INC

4.25K

Sep 30, 23

+4.25K

0.00%

DESTINY CAPITAL SECURITIES CORPORATION

4.21K

Sep 30, 23

+4.21K

0.00%

KCS Wealth Advisory

1.90K

Sep 30, 23

+1.90K

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

1.77K

Sep 30, 23

+1.77K

0.00%

Column Capital Advisors, LLC

216

Sep 30, 23

+216

0.00%

V Wealth Advisors LLC

Sep 30, 23

-2.07K

Veritable, L.P.

77.08K

Jun 30, 23

0.05%

PFS INVESTMENTS INC.

46.78K

Jun 30, 23

+46.78K

0.03%

LEO BROKERAGE, LLC

34.57K

Jun 30, 23

+123

0.02%

Financial Architects, Inc

28.27K

Jun 30, 23

-107

0.02%

First Capital Advisors Group, LLC.

13.22K

Jun 30, 23

-9.96K

0.01%

TIAA, FSB

7.91K

Jun 30, 23

-562

0.01%

BDO Wealth Advisors, LLC

6.78K

Jun 30, 23

+118

0.00%

First National Bank of South Miami

6.15K

Jun 30, 23

-32

0.00%

Kalos Management, Inc.

5.79K

Jun 30, 23

-298

0.00%

SILVERHAWK ASSET MANAGEMENT, LLC

2.34K

Jun 30, 23

+392

0.00%

Kistler-Tiffany Companies, LLC

626

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

560

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

250

Jun 30, 23

0.00%

First Command Financial Services, Inc.

Jun 30, 23

-110

0.00%

First Command Bank

Jun 30, 23

-110

0.00%

Clear Perspectives Financial Planning, LLC

55.54K

Mar 31, 23

-31.89K

0.04%

HighTower Trust Company, N.A.

8.85K

Mar 31, 23

0.01%

LeJeune Puetz Investment Counsel LLC

5.30K

Mar 31, 23

0.00%

True Capital Management

3.20K

Mar 31, 23

-327

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

2.88K

Mar 31, 23

+23

0.00%

Parsec Financial Management, Inc.

2.42K

Mar 31, 23

0.00%

BANK OF THE WEST

102.06K

Dec 31, 22

-60

0.07%

Sanford Advisory Services, LLC

89.72K

Dec 31, 22

+4.90K

0.06%

GOFEN & GLOSSBERG LLC /IL/

24.96K

Dec 31, 22

+352

0.02%

Laurel Wealth Advisors, Inc.

11.64K

Dec 31, 22

+85

0.01%

Sargent Bickham Lagudis LLC

8.57K

Dec 31, 22

+14

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

7.89K

Dec 31, 22

0.01%

Claraphi Advisory Network, LLC

7.10K

Dec 31, 22

+3.31K

0.00%

Gallagher Benefit Services, Inc.

4.47K

Dec 31, 22

+4.47K

0.00%

F3Logic, LLC

4.47K

Dec 31, 22

+684

0.00%

Autus Asset Management, LLC

2.52K

Dec 31, 22

-175

0.00%

RESOLUTE FINANCIAL, LLC

2.45K

Dec 31, 22

+91

0.00%

ZEKE CAPITAL ADVISORS, LLC

2.33K

Dec 31, 22

0.00%

CFO4Life, L.P.

2.30K

Dec 31, 22

+2.30K

0.00%

Personal Capital Advisors Corp

2.08K

Dec 31, 22

0.00%

YorkBridge Wealth Partners, LLC

1.85K

Dec 31, 22

+1.85K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

181

Dec 31, 22

0.00%

Red Cedar Capital, LLC

167

Dec 31, 22

0.00%

Karp Capital Management Corp

75.94K

Sep 30, 22

-4.65K

0.05%

Beaumont Financial Partners, LLC

64.01K

Sep 30, 22

+1.83K

0.04%

55I, LLC

52.78K

Sep 30, 22

+17.18K

0.04%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

45.20K

Sep 30, 22

+1.02K

0.03%

EATON VANCE MANAGEMENT

37.85K

Sep 30, 22

+3.40K

0.03%

MUFG Americas Holdings Corp

36.69K

Sep 30, 22

-939

0.03%

CPWM, LLC

23.55K

Sep 30, 22

+7.03K

0.02%

American Portfolios Advisors

21.66K

Sep 30, 22

-9.12K

0.01%

ACG Wealth

13.36K

Sep 30, 22

0.01%

Covington Capital Management

8.86K

Sep 30, 22

+540

0.01%

Round Table Services, LLC

8.34K

Sep 30, 22

-464

0.01%

DOWLING & YAHNKE LLC

5.87K

Sep 30, 22

+500

0.00%

Legacy Wealth Planning, LLC

5.66K

Sep 30, 22

-114

0.00%

REGENTATLANTIC CAPITAL LLC

2.63K

Sep 30, 22

-34

0.00%

BTR CAPITAL MANAGEMENT INC

2.39K

Sep 30, 22

-200

0.00%

Brown Advisory Securities, LLC

2.27K

Sep 30, 22

-8.84K

0.00%

First Farmers & Merchants Bank / Trust

2.00K

Sep 30, 22

0.00%

Maryland Capital Management

2.00K

Sep 30, 22

0.00%

Brightworth

1.87K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

999

Sep 30, 22

+999

0.00%

Strategic Asset Management, LLC

841

Sep 30, 22

-1.43K

0.00%

FourThought Financial, LLC

416

Sep 30, 22

0.00%

Surevest, LLC

150

Sep 30, 22

0.00%

CADENCE BANK NA

Sep 30, 22

-12.79K

Fieldpoint Private Securities, LLC

55.86K

Jun 30, 22

+16.88K

0.04%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

24.47K

Jun 30, 22

+558

0.02%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

17.48K

Jun 30, 22

0.01%

Frontier Wealth Management LLC

15.20K

Jun 30, 22

+218

0.01%

Pinnacle Private Wealth, LLC

13.99K

Jun 30, 22

+3.92K

0.01%

DIXON HUBARD FEINOUR & BROWN INC/VA

11.16K

Jun 30, 22

+50

0.01%

B. Riley Wealth Management, Inc.

7.09K

Jun 30, 22

+4.74K

0.00%

BREWIN DOLPHIN LTD

6.25K

Jun 30, 22

0.00%

Loveless Wealth Management LLC

5.71K

Jun 30, 22

0.00%

Crossvault Capital Management LLC

2.12K

Jun 30, 22

+63

0.00%

Altium Wealth Management LLC

2.09K

Jun 30, 22

0.00%

Private Capital Group, LLC

330

Jun 30, 22

-6.74K

0.00%

Lake Point Wealth Management

270

Jun 30, 22

-4

0.00%

BIVIN & ASSOCIATES, INC.

230

Jun 30, 22

0.00%

Intersect Capital LLC

Jun 30, 22

-22.18K

BAR HARBOR TRUST SERVICES

Jun 30, 22

Winfield Associates, Inc.

54.28K

Mar 31, 22

+22.44K

0.04%

B, B, H, & B INC.

34.65K

Mar 31, 22

+34.65K

0.02%

PALLADIUM PARTNERS LLC

18.65K

Mar 31, 22

-67

0.01%

Meristem Family Wealth, LLC

13.70K

Mar 31, 22

0.01%

People's United Financial, Inc.

10.68K

Mar 31, 22

-2.33K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

10.26K

Mar 31, 22

-1.63K

0.01%

Lenox Wealth Advisors, LLC

7.41K

Mar 31, 22

+191

0.01%

Barrett Asset Management, LLC

2.71K

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

2.71K

Mar 31, 22

-6

0.00%

Freedman Financial Associates, Inc.

2.65K

Mar 31, 22

0.00%

Azimuth Capital Management LLC

2.48K

Mar 31, 22

-1.09K

0.00%

Karn, Couzens & Associates, Inc.

2.44K

Mar 31, 22

+480

0.00%

KEYSTONE WEALTH PARTNERS

1.93K

Mar 31, 22

-163

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

1.07K

Mar 31, 22

0.00%

Holloway Wealth Management, LLC

771

Mar 31, 22

0.00%

Swaine & Leidel Wealth Services, LLC

343

Mar 31, 22

+343

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

242

Mar 31, 22

-227

0.00%

VIRIDIAN RIA, LLC

Mar 31, 22

-2.08K

Financial Planners of Cleveland, Inc.

Mar 31, 22

-2.26K

FIRST MIDWEST BANK TRUST DIVISION

29.95K

Dec 31, 21

+6.52K

0.02%

STRATEGIC WEALTH MANAGEMENT INC

28.56K

Dec 31, 21

0.02%

Mosaic Family Wealth, LLC

17.05K

Dec 31, 21

-342

0.01%

NEXT Financial Group, Inc

9.35K

Dec 31, 21

+38

0.01%

Grace Capital

7.75K

Dec 31, 21

0.01%

Alley Co LLC

5.67K

Dec 31, 21

+314

0.00%

Country Club Trust Company, n.a.

3.96K

Dec 31, 21

0.00%

Emery Howard Portfolio Management, Inc.

3.91K

Dec 31, 21

0.00%

NexWave Capital Partners LLC

3.60K

Dec 31, 21

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

2.70K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

2.48K

Dec 31, 21

0.00%

Johanson Financial Advisors, Inc.

2.00K

Dec 31, 21

0.00%

Investors Financial Group, LLC

1.88K

Dec 31, 21

+1.88K

0.00%

Crescent Capital Consulting, LLC

1.48K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

131

Dec 31, 21

0.00%

NorthCoast Asset Management LLC

109.54K

Sep 30, 21

+2.55K

0.08%

Homrich & Berg

56.81K

Sep 30, 21

+113

0.04%

Ameritas Investment Company, LLC

28.01K

Sep 30, 21

+6.26K

0.02%

Alexandria Capital, LLC

22.07K

Sep 30, 21

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

15.41K

Sep 30, 21

-31

0.01%

Brouwer & Janachowski, LLC

9.09K

Sep 30, 21

-281

0.01%

LEVEL FOUR FINANCIAL, LLC

8.38K

Sep 30, 21

+100

0.01%

Hochman Cole Investment Advisors, Inc.

8.20K

Sep 30, 21

-509

0.01%

OLD DOMINION CAPITAL MANAGEMENT INC

6.71K

Sep 30, 21

+250

0.00%

BBVA USA

6.30K

Sep 30, 21

-1.15K

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

6.12K

Sep 30, 21

0.00%

QCI ASSET MANAGEMENT INC/NY

3.24K

Sep 30, 21

0.00%

SECURITY NATIONAL TRUST CO

2.84K

Sep 30, 21

0.00%

PROFESSIONAL PLANNING

2.40K

Sep 30, 21

-175

0.00%

Newport Wealth Strategies, Inc.

2.19K

Sep 30, 21

0.00%

Psagot Value Holdings Ltd.

1.94K

Sep 30, 21

-720

0.00%

FARR MILLER & WASHINGTON LLC/DC

1.81K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

530

Sep 30, 21

+500

0.00%

Pinnacle Wealth Advisors

56.38K

Jun 30, 21

+56.38K

0.04%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

17.31K

Jun 30, 21

+840

0.01%

Novak Financial Planning, LLC

9.97K

Jun 30, 21

-613

0.01%

Nachman Norwood & Parrott, Inc

8.66K

Jun 30, 21

+93

0.01%

BEL AIR INVESTMENT ADVISORS LLC

4.46K

Jun 30, 21

+199

0.00%

USCA RIA LLC

4.00K

Jun 30, 21

0.00%

Allegiant Private Advisors, LLC

2.39K

Jun 30, 21

0.00%

AdvicePeriod, LLC

1.91K

Jun 30, 21

+1.91K

0.00%

Hoover Financial Advisors, Inc.

892

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

540

Jun 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

20.63K

Mar 31, 21

+457

0.01%

Integer Wealth Advisors Group LLC

18.44K

Mar 31, 21

-2.14K

0.01%

TCF National Bank

13.07K

Mar 31, 21

-188

0.01%

BBVA USA Bancshares, Inc.

7.45K

Mar 31, 21

-438

0.01%

CAMDEN NATIONAL CORP

5.13K

Mar 31, 21

+5.13K

0.00%

Paul John Balson

14.98K

Dec 31, 20

+40

0.01%

Reby Advisors, LLC

4.58K

Dec 31, 20

+4.58K

0.00%

Winslow, Evans & Crocker, Inc.

2.84K

Dec 31, 20

+2.03K

0.00%

FCG ADVISORS, LLC

73.06K

Sep 30, 20

+73.06K

0.05%

Wealthspire Advisors, L.P.

60.40K

Sep 30, 20

+60.40K

0.04%

First Allied Advisory Services, Inc.

39.95K

Sep 30, 20

-55.17K

0.03%

NORTHSTAR WEALTH PARTNERS LLC

30.13K

Sep 30, 20

-20.64K

0.02%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

13.45K

Sep 30, 20

-3.97K

0.01%

Rainier Group Investment Advisory LLC

12.47K

Sep 30, 20

-1.39K

0.01%

Watson Rebecca

8.35K

Sep 30, 20

-3.66K

0.01%

ETRADE Capital Management LLC

4.09K

Sep 30, 20

+972

0.00%

Partnervest Advisory Services LLC

2.93K

Sep 30, 20

-4

0.00%

Lucia Wealth Services, LLC

1.58K

Sep 30, 20

-8.80K

0.00%

Stearns Financial Services Group

1.25K

Sep 30, 20

+10

0.00%

QUANTUM CAPITAL MANAGEMENT

126

Sep 30, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-175

TCG Advisors, LP

Sep 30, 20

-5.75K

FIDUCIARY TRUST INTERNATIONAL LLC

122.88K

Jun 30, 20

-21.71K

0.08%

BRINKER CAPITAL INC

44.87K

Jun 30, 20

+7.29K

0.03%

IBERIABANK CORP

7.82K

Jun 30, 20

-2.96K

0.01%

Maxim Capital Management LLC

7.26K

Jun 30, 20

-79.22K

0.00%

Starfire Investment Advisers, Inc.

6.45K

Jun 30, 20

0.00%

TRUEWEALTH LLC

1.12K

Jun 30, 20

0.00%

Global Financial Private Capital, Inc

Jun 30, 20

-11

0.00%

PagnatoKarp Partners LLC

29.65K

Mar 31, 20

-11.01K

0.02%

Noven Financial Group, Inc.

21.55K

Mar 31, 20

-4.16K

0.01%

BOYS ARNOLD & CO INC

14.05K

Mar 31, 20

+4.49K

0.01%

Fiduciary Trust Co International of Pennsylvania

12.47K

Mar 31, 20

+12.47K

0.01%

Osborn Williams & Donohoe LLC

12.28K

Mar 31, 20

-4.24K

0.01%

Stratford Consulting, LLC

11.86K

Mar 31, 20

-8.95K

0.01%

Willingdon Wealth Management

6.15K

Mar 31, 20

-436

0.00%

Squar Milner Financial Services LLC

2.33K

Mar 31, 20

-1.29K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

303.41K

Dec 31, 19

-12.81K

0.21%

Advisor Group, Inc.

236.85K

Dec 31, 19

-9.76K

0.16%

Beacon Pointe Wealth Advisors, LLC

15.05K

Dec 31, 19

+1.51K

0.01%

SUNTRUST BANKS INC

1.54M

Sep 30, 19

+84.00K

1.06%

BB&T SECURITIES, LLC

165.72K

Sep 30, 19

+10.13K

0.11%

Wealth & Pension Services Group, Inc.

8.05K

Sep 30, 19

-496

0.01%

BIEGEL & WALLER LLC

2.69K

Sep 30, 19

0.00%

MADRONA FUNDS, LLC

2.31K

Sep 30, 19

+2.31K

0.00%

MRA Associates USA LLC

1.54K

Sep 30, 19

0.00%

Julex Capital Management, LLC

782

Sep 30, 19

+386

0.00%

NORTHSTAR CAPITAL MANAGEMENT LLC

Sep 30, 19

-325

CHEMICAL BANK

10.64K

Jun 30, 19

+242

0.01%

LODESTAR INVESTMENT COUNSEL LLC/IL

7.37K

Jun 30, 19

0.01%

MONROE BANK & TRUST/MI

4.21K

Jun 30, 19

0.00%

WILLIAMS JONES & ASSOCIATES LLC

3.50K

Jun 30, 19

0.00%

Longer Investments Inc.

73.28K

Mar 31, 19

+4.33K

0.05%

Sound View Wealth Advisors, LLC

53.81K

Mar 31, 19

+2.85K

0.04%

HL FINANCIAL SERVICES LLC

16.41K

Mar 31, 19

+270

0.01%

AVIANCE CAPITAL MANAGEMENT, LLC

14.71K

Mar 31, 19

-1.15K

0.01%

NEXT Financial Holdings

8.20K

Mar 31, 19

+8.20K

0.01%

Cypress Wealth Advisors LLC

6.70K

Mar 31, 19

0.00%

Steinberg Global Asset Management

4.51K

Mar 31, 19

-71.25K

0.00%

BKS ADVISORS, LLC

3.35K

Mar 31, 19

+344

0.00%

Ceros Financial Services Inc.

3.22K

Mar 31, 19

+3.22K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

1.20K

Mar 31, 19

-220

0.00%

Alpha Quant Advisors, LLC

802

Mar 31, 19

0.00%

Catamount Wealth Management

722

Mar 31, 19

0.00%

WealthTrust Fairport, LLC

388

Mar 31, 19

+50

0.00%

LOEB PARTNERS CORP

Mar 31, 19

-9.18K

COMERICA SECURITIES INC

61.55K

Dec 31, 18

-520

0.04%

BREMER TRUST NATIONAL ASSOCIATION

15.31K

Dec 31, 18

+3.02K

0.01%

Peachtree Investment Advisors, Inc.

6.61K

Dec 31, 18

0.00%

Sigma Investment Management Co

4.93K

Dec 31, 18

0.00%

Questar Asset Management, Inc.

3.92K

Dec 31, 18

+3.92K

0.00%

Clarfeld Financial Advisors, LLC

2.29K

Dec 31, 18

+2.29K

0.00%

Watermark Asset Management, Inc.

359

Dec 31, 18

0.00%

Patriot Wealth Management, Inc.

Dec 31, 18

-6.33K

RAND WEALTH, LLC

7.27K

Sep 30, 18

-90

0.00%

Vantage Investment Advisors, LLC

5.92K

Sep 30, 18

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

3.45K

Sep 30, 18

-3.98K

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

3.03K

Sep 30, 18

+3.03K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

Sep 30, 18

-2.57K

ASSET ADVISORS CORP

225.63K

Jun 30, 18

-4.01K

0.15%

Edge Advisors, LLC

9.50K

Jun 30, 18

0.01%

CATAWBA CAPITAL MANAGEMENT /VA

3.54K

Jun 30, 18

0.00%

Kabarec Financial Advisors, Ltd.

Jun 30, 18

-161

0.00%

THOMASPARTNERS, INC.

47.62K

Mar 31, 18

+40.00K

0.03%

Huntington Steele LLC

43.30K

Mar 31, 18

0.03%

Oak Point Wealth Management

3.42K

Mar 31, 18

0.00%

DENVER INVESTMENT ADVISORS LLC

3.37K

Mar 31, 18

-270

0.00%

FinTrust Investment Advisory Services, LLC

3.27K

Mar 31, 18

0.00%

Hefty Wealth Partners

416

Mar 31, 18

-118

0.00%

SII INVESTMENTS INC/WI

48.74K

Dec 31, 17

-517

0.03%

ROCKEFELLER FINANCIAL SERVICES INC

29.00K

Dec 31, 17

0.02%

IFC Holdings Incorporated/FL

14.07K

Dec 31, 17

-2.20K

0.01%

GFS Private Wealth, LLC

6.15K

Dec 31, 17

+6.15K

0.00%

BB&T INVESTMENT SERVICES, INC.

4.30K

Dec 31, 17

-163

0.00%

WealthShield, LLC

753

Dec 31, 17

+753

0.00%

Portfolio Strategies Inc

633

Dec 31, 17

+633

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-98.64K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-34.18K

BARING ASSET MANAGEMENT Ltd

15.20K

Sep 30, 17

-1.50K

0.01%

DAVIDSON & GARRARD INC

9.33K

Sep 30, 17

+800

0.01%

Barrington Strategic Wealth Management Group LLC

9.06K

Sep 30, 17

-3.10K

0.01%

GIRARD SECURITIES, INC.

6.46K

Sep 30, 17

-1.81K

0.00%

FIC CAPITAL INC

5.58K

Sep 30, 17

-150

0.00%

UNITED BANK, INC.

4.96K

Sep 30, 17

+210

0.00%

Concert Wealth Management Inc.

Sep 30, 17

-2.18K

Commonwealth Equity Services, Inc

610.04K

Jun 30, 17

+4.90K

0.42%

First Houston Capital, Inc.

38.21K

Jun 30, 17

-2.15K

0.03%

CAPSTONE ASSET MANAGEMENT CO

38.07K

Jun 30, 17

-1.27K

0.03%

WFG Advisors, LP

16.87K

Jun 30, 17

+3.01K

0.01%

Virtu KCG Holdings LLC

7.46K

Jun 30, 17

+4.14K

0.01%

Geneva Advisors, LLC

6.03K

Jun 30, 17

-73

0.00%

Windsor Financial Group, LLC

4.20K

Jun 30, 17

0.00%

Independent Portfolio Consultants, Inc.

2.43K

Jun 30, 17

-1.22K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

25.59K

Mar 31, 17

+25.59K

0.02%

Integrated Wealth Management

15.86K

Mar 31, 17

+646

0.01%

TIAA CREF TRUST CO FSB/MO

14.21K

Mar 31, 17

-2.79K

0.01%

CT Financial Advisors LLC

924

Mar 31, 17

0.00%

LBA Wealth Management, LLC

366

Mar 31, 17

0.00%

Parasol Investment Management, LLC

Mar 31, 17

-870

BlackRock Investment Management, LLC

768.70K

Dec 31, 16

-23.98K

0.53%

GRAY FINANCIAL GROUP /GA /ADV /ADV

594.99K

Dec 31, 16

0.41%

KANALY TRUST CO

327.88K

Dec 31, 16

-662

0.23%

BlackRock Institutional Trust Company, N.A.

317.88K

Dec 31, 16

+13.85K

0.22%

MSI Financial Services Inc

174.58K

Dec 31, 16

+6.27K

0.12%

WILLIAM HARRIS INVESTORS INC

15.38K

Dec 31, 16

0.01%

KEELEY ASSET MANAGEMENT CORP

10.77K

Dec 31, 16

+85

0.01%

Stanford Investment Group, Inc.

3.23K

Dec 31, 16

0.00%

VECTOR WEALTH MANAGEMENT, LLC

2.41K

Dec 31, 16

0.00%

HIGH POINT BANK & TRUST CO

760

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-8.31K

Nichols Asset Management LLC

18.57K

Sep 30, 16

+401

0.01%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

12.72K

Sep 30, 16

-935

0.01%

ADVISOR CONSULTANT NETWORK INC

6.56K

Sep 30, 16

+6.56K

0.00%

Mizuho Asset Management Co.,Ltd.

4.36K

Sep 30, 16

+833

0.00%

Gerstein Fisher

3.10K

Sep 30, 16

0.00%

WESTPORT RESOURCES MANAGEMENT INC

745

Sep 30, 16

-1.44K

0.00%

VSR Financial Services, Inc.

27.13K

Jun 30, 16

+11.73K

0.02%

FIRSTMERIT BANK N A TRUSTEE

16.04K

Jun 30, 16

-135

0.01%

Investors Capital Advisory Services

14.82K

Jun 30, 16

+1.64K

0.01%

Lebenthal Wealth Advisors, LLC

3.09K

Jun 30, 16

+3.09K

0.00%

Lebenthal Holdings,LLC

3.09K

Jun 30, 16

+3.09K

0.00%

HHG & Company, LLC

35.88K

Mar 31, 16

-2.13K

0.02%

Gupta Wealth Management LLC

25.05K

Mar 31, 16

+1.89K

0.02%

SUMMIT CAPITAL MANAGEMENT LLC

15.19K

Mar 31, 16

-5.49K

0.01%

Alerus Investment Advisors Corp

9.84K

Mar 31, 16

-320

0.01%

EMERSON INVESTMENT MANAGEMENT, LLC

4.75K

Mar 31, 16

+771

0.00%

NATIONAL PENN INVESTORS TRUST CO /PA

4.66K

Mar 31, 16

0.00%

CURIAN CAPITAL LLC

61.53K

Dec 31, 15

-174.16K

0.04%

VALLEY FORGE ASSET MANAGEMENT, LLC

54.11K

Dec 31, 15

+13.39K

0.04%

SIMMONS FIRST TRUST CO NA

51.67K

Dec 31, 15

+18.76K

0.04%

ATHERTON LANE ADVISERS, LLC

19.46K

Dec 31, 15

-705

0.01%

SMITH HAYES Advisers, Inc

3.40K

Dec 31, 15

+484

0.00%

Pinnacle Summer Investments, Inc.

400

Dec 31, 15

-515

0.00%

Stonehage Fleming (UK) Ltd

Dec 31, 15

-2.60K

Samson Capital Advisors LLC

57.13K

Sep 30, 15

-95

0.04%

Constellation Wealth Advisors, LLC

32.21K

Sep 30, 15

0.02%

J.P. Turner & Co Capital Mnagement, LLC

28.05K

Sep 30, 15

+25.21K

0.02%

CITY NATIONAL BANK

16.52K

Sep 30, 15

-2.25K

0.01%

Convergent Wealth Advisors

6.28K

Sep 30, 15

+44

0.00%

MID CONTINENT CAPITAL LLC/IL

5.00K

Sep 30, 15

-500

0.00%

EXCELSIA, INC.

99.33K

Jun 30, 15

+20.64K

0.07%

MANAGED ACCOUNT ADVISORS LLC

38.13K

Jun 30, 15

+10.13K

0.03%

Small Cap Value Fund, Inc.

7.09K

Jun 30, 15

+7.09K

0.00%

Highmount Capital, LLC

4.35K

Jun 30, 15

0.00%

INVESTORS TRUST INC

3.00K

Jun 30, 15

0.00%

BAIRD ROBERT W & CO INC /WI/

254.77K

Mar 31, 15

-6.76K

0.17%

STERNE AGEE GROUP, INC.

17.19K

Mar 31, 15

-875

0.01%

Bank of Kentucky, Inc.

16.66K

Mar 31, 15

-3.36K

0.01%

First Allied Asset Management, Inc.

9.57K

Mar 31, 15

+2.68K

0.01%

BOSTON PRIVATE BANK & TRUST CO

7.42K

Mar 31, 15

-320

0.01%

Mariner Wealth Advisors-NYC, LLC

6.94K

Mar 31, 15

+6.94K

0.00%

STANCORP INVESTMENT ADVISERS INC

2.32K

Mar 31, 15

-760

0.00%

Placemark Investments, Inc.

100.62K

Dec 31, 14

+7.74K

0.07%

FOUNDERS BANK & TRUST

34.58K

Dec 31, 14

+634

0.02%

Gary Goldberg Planning Services Inc

30.69K

Dec 31, 14

+1.07K

0.02%

Keel Point Advisors, LLC

20.10K

Dec 31, 14

+20.10K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

17.81K

Dec 31, 14

-203

0.01%

SHAPIRO ROBERT N

1.26K

Dec 31, 14

0.00%

VALLEY NATIONAL BANCORP

1.16K

Dec 31, 14

0.00%

UBS AG

2.01M

Sep 30, 14

+124.38K

1.38%

Cobble Hill Financial Services, INC

238.00K

Sep 30, 14

-20.00K

0.16%

STEWARD CAPITAL MANAGEMENT/

8.79K

Sep 30, 14

-22.50K

0.01%

McAdams Wright Ragen, Inc.

3.95K

Sep 30, 14

-298

0.00%

1919 Investment Counsel, LLC

3.05K

Sep 30, 14

0.00%

COMMUNITY BANK SYSTEM, INC.

2.18K

Sep 30, 14

0.00%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

357

Sep 30, 14

0.00%

Wilmington Trust, National Association

698.54K

Jun 30, 14

-13.70K

0.48%

WILMINGTON TRUST CO

225.23K

Jun 30, 14

+1.72K

0.15%

Strategic Capital Group LLC

138.63K

Jun 30, 14

+3.60K

0.10%

KMS FINANCIAL SERVICES, INC

34.18K

Jun 30, 14

-43.51K

0.02%

Baring International Investment Ltd

32.86K

Jun 30, 14

+4.65K

0.02%

Long Wharf Investors, Inc.

4.30K

Jun 30, 14

0.00%

Wilmington Trust Investment Management, LLC

4.26K

Jun 30, 14

-760

0.00%

SG Select LLC

2.79K

Mar 31, 14

+2.79K

0.00%

Willow Street Advisors LLC

8.19K

Dec 31, 13

+505

0.01%

Jane Street Holding, LLC

Dec 31, 13

-9.18K

STIFEL NICOLAUS & CO INC \MO\

73.20K

Sep 30, 13

-39.22K

0.05%

Signator Financial Services, Inc.

10.42K

Sep 30, 13

+978

0.01%

CITY NATIONAL ROCHDALE, LLC

14.30K

Dec 31, 12

+13.93K

0.01%

First Allied Securities, Inc.

24.75K

Jun 30, 12

-404

0.02%

NOLLENBERGER CAPITAL PARTNERS INC

1.88K

Dec 31, 10

0.00%

BROWN INVESTMENT ADVISORY & TRUST CO

4.95K

Mar 31, 10

+4.95K

0.00%

Lloyds Bank plc

1.15K

Dec 31, 09

0.00%

RBC Phillips, Hager & North Investment Counsel Inc.

27.40K

Sep 30, 09

-10.46K

0.02%

RBC cees Trustee LTD

710

Sep 30, 09

0.00%

RBC Private Counsel (USA) Inc.

Sep 30, 09

-1.20K

0.00%

RBC Dominion Securities Inc.

33.51K

Dec 31, 08

+201

0.02%

PEOPLES BANCORP INC

4.34K

Sep 30, 07

-12.48K

0.00%