iShares MSCI EAFE Growth ETF(EFG)

$125.68—Stale · unknown old

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iShares MSCI EAFE Growth ETF(EFG)

USBATS • Last print unknown ago

$125.68—Stale · unknown old

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EFG(EFG)

EFG

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

23.61M

Jun 30, 26

+1.21M

26.20%

LPL Financial LLC

8.64M

Jun 30, 26

+728.87K

9.58%

MORGAN STANLEY

5.35M

Jun 30, 26

+589.55K

5.94%

BANK OF AMERICA CORP /DE/

5.27M

Jun 30, 26

+565.77K

5.85%

JONES FINANCIAL COMPANIES LLLP

4.37M

Jun 30, 26

+73.14K

4.85%

MACQUARIE MANAGEMENT HOLDINGS, INC.

3.77M

Jun 30, 26

+1.47M

4.19%

JPMORGAN CHASE & CO

3.46M

Jun 30, 26

+28.64K

3.84%

Cetera Investment Advisers

2.36M

Jun 30, 26

+147.14K

2.61%

PARK AVENUE SECURITIES LLC

2.13M

Jun 30, 26

+76.68K

2.36%

MML INVESTORS SERVICES, LLC

1.94M

Jun 30, 26

+399.81K

2.15%

Envestnet Portfolio Solutions, Inc.

1.89M

Jun 30, 26

+52.15K

2.10%

Bank of New York Mellon Corp

1.59M

Jun 30, 26

+119.25K

1.77%

US BANCORP \DE\

1.56M

Jun 30, 26

+252.75K

1.73%

AMERIPRISE FINANCIAL INC

1.51M

Jun 30, 26

+415.44K

1.67%

PNC FINANCIAL SERVICES GROUP, INC.

1.24M

Jun 30, 26

+187

1.38%

WELLS FARGO & COMPANY/MN

1.23M

Jun 30, 26

-34.08K

1.36%

Janney Montgomery Scott LLC

1.20M

Jun 30, 26

+63.92K

1.34%

NewEdge Advisors, LLC

1.08M

Jun 30, 26

+418.82K

1.20%

UBS Group AG

1.08M

Jun 30, 26

+90.12K

1.20%

Sanctuary Advisors, LLC

1.02M

Jun 30, 26

+162.02K

1.13%

FMR LLC

1.02M

Jun 30, 26

+25.82K

1.13%

Sixth Street Partners Management Company, L.P.

1.00M

Jun 30, 26

+1.00M

1.11%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.00M

Jun 30, 26

+349.18K

1.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

847.25K

Jun 30, 26

+25.94K

0.94%

TRUIST FINANCIAL CORP

762.51K

Jun 30, 26

-1.17K

0.85%

JB Capital LLC

744.69K

Jun 30, 26

+45.29K

0.83%

RAYMOND JAMES FINANCIAL INC

645.42K

Jun 30, 26

+25.73K

0.72%

Foundations Investment Advisors, LLC

624.36K

Jun 30, 26

+389.28K

0.69%

ADVISOR GROUP HOLDINGS, INC.

598.59K

Jun 30, 26

+78.79K

0.66%

Beacon Pointe Advisors, LLC

592.31K

Jun 30, 26

+26.34K

0.66%

Quent Capital, LLC

591.86K

Jun 30, 26

+24.66K

0.66%

Colony Group, LLC

584.22K

Jun 30, 26

-20.26K

0.65%

AE Wealth Management LLC

579.51K

Jun 30, 26

+89.12K

0.64%

STIFEL FINANCIAL CORP

576.90K

Jun 30, 26

+45.99K

0.64%

Merit Financial Group, LLC

551.29K

Jun 30, 26

+299.55K

0.61%

FAS Wealth Partners, Inc.

530.74K

Jun 30, 26

+66.55K

0.59%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

530.72K

Jun 30, 26

+40.24K

0.59%

Pacific Life Fund Advisors LLC

529.97K

Jun 30, 26

+413.57K

0.59%

M&T BANK CORP

518.93K

Jun 30, 26

-29.76K

0.58%

CARY STREET PARTNERS FINANCIAL LLC

516.70K

Jun 30, 26

-9.44K

0.57%

Savvy Advisors, Inc.

507.29K

Jun 30, 26

+42.99K

0.56%

COMMONWEALTH EQUITY SERVICES, LLC

494.60K

Jun 30, 26

+97.29K

0.55%

Resources Investment Advisors, LLC.

486.23K

Jun 30, 26

+308.61K

0.54%

BlackRock, Inc.

481.43K

Jun 30, 26

+106.83K

0.53%

Financial Synergies Wealth Advisors, Inc.

479.60K

Jun 30, 26

-6.66K

0.53%

Baker Avenue Asset Management, LP

461.08K

Jun 30, 26

+6.72K

0.51%

NATIXIS ADVISORS, L.P.

460.93K

Jun 30, 26

-110.13K

0.51%

Integrated Wealth Concepts LLC

457.61K

Jun 30, 26

+268.34K

0.51%

ROYAL BANK OF CANADA

438.69K

Jun 30, 26

-193.99K

0.49%

MONETA GROUP INVESTMENT ADVISORS LLC

432.15K

Jun 30, 26

-8.45K

0.48%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

429.05K

Jun 30, 26

-64.14K

0.48%

CAPTRUST FINANCIAL ADVISORS

407.56K

Jun 30, 26

+17.12K

0.45%

SOFI WEALTH, LLC

398.98K

Jun 30, 26

+20.25K

0.44%

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

389.67K

Jun 30, 26

+389.67K

0.43%

Cerity Partners LLC

386.87K

Jun 30, 26

+9.97K

0.43%

BOKF, NA

363.31K

Jun 30, 26

+15.13K

0.40%

Octavia Wealth Advisors, LLC

342.46K

Jun 30, 26

+13.21K

0.38%

Mariner, LLC

338.08K

Jun 30, 26

-38.40K

0.38%

Atria Investments, Inc

317.33K

Jun 30, 26

+30.73K

0.35%

Pathstone Holdings, LLC

315.79K

Jun 30, 26

+100.44K

0.35%

Kestra Advisory Services, LLC

313.85K

Jun 30, 26

+10.03K

0.35%

Cambridge Investment Research Advisors, Inc.

303.98K

Jun 30, 26

+18.45K

0.34%

Icon Wealth Advisors, LLC

301.26K

Jun 30, 26

+10.71K

0.33%

Marks Group Wealth Management, Inc

296.92K

Jun 30, 26

+136.63K

0.33%

NBT BANK N A /NY

291.92K

Jun 30, 26

+550

0.32%

THRIVENT FINANCIAL FOR LUTHERANS

290.79K

Jun 30, 26

+62.42K

0.32%

Meridian Wealth Partners, LLC

288.30K

Jun 30, 26

+9.59K

0.32%

GOLDMAN SACHS GROUP INC

283.20K

Jun 30, 26

+9.46K

0.31%

HighTower Advisors, LLC

279.07K

Jun 30, 26

+11.52K

0.31%

Itau Unibanco Holding S.A.

273.48K

Jun 30, 26

+64.25K

0.30%

UMB Bank, n.a.

271.26K

Jun 30, 26

-10.66K

0.30%

CHOREO, LLC

266.74K

Jun 30, 26

-1.88K

0.30%

Cresset Asset Management, LLC

229.78K

Jun 30, 26

+4.53K

0.26%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

220.61K

Jun 30, 26

+113.25K

0.24%

WALLER FINANCIAL PLANNING GROUP, INC

219.96K

Jun 30, 26

+4.29K

0.24%

BANK OF MONTREAL /CAN/

205.86K

Jun 30, 26

-20.20K

0.23%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

196.81K

Jun 30, 26

+20.39K

0.22%

Brinker Capital Investments, LLC

190.76K

Jun 30, 26

+10.29K

0.21%

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

189.91K

Jun 30, 26

+17.79K

0.21%

Cassaday & Co Wealth Management LLC

189.21K

Jun 30, 26

-4.98K

0.21%

Creative Planning

186.44K

Jun 30, 26

+1.97K

0.21%

RTD Financial Advisors, Inc.

182.34K

Jun 30, 26

-4.79K

0.20%

IHT Wealth Management, LLC

181.97K

Jun 30, 26

+37.97K

0.20%

Affinity Capital Advisors, LLC

177.12K

Jun 30, 26

+18.98K

0.20%

Baird Financial Group, Inc.

176.02K

Jun 30, 26

-4.54K

0.20%

STALEY CAPITAL ADVISERS INC

175.28K

Jun 30, 26

+1.40K

0.19%

Seneca Financial Advisors LLC

174.13K

Jun 30, 26

+11.35K

0.19%

JOHNSON INVESTMENT COUNSEL INC

170.35K

Jun 30, 26

+10.72K

0.19%

Federation des caisses Desjardins du Quebec

169.01K

Jun 30, 26

+1.31K

0.19%

Vise Technologies, Inc.

168.08K

Jun 30, 26

+140.59K

0.19%

Stone House Investment Management, LLC

166.58K

Jun 30, 26

+7.48K

0.18%

MGO ONE SEVEN LLC

164.28K

Jun 30, 26

+36.41K

0.18%

Farther Finance Advisors, LLC

163.53K

Jun 30, 26

+17.00K

0.18%

Cerro Pacific Wealth Advisors LLC

159.53K

Jun 30, 26

+14.10K

0.18%

IFP Advisors, Inc

159.30K

Jun 30, 26

+48.09K

0.18%

EP Wealth Advisors, LLC

157.57K

Jun 30, 26

-9.90K

0.17%

Wakefield Asset Management LLLP

157.10K

Jun 30, 26

+10.77K

0.17%

FIRST NATIONAL BANK OF OMAHA

156.12K

Jun 30, 26

-8.37K

0.17%

MERCER GLOBAL ADVISORS INC /ADV

154.01K

Jun 30, 26

+11.74K

0.17%

Robinswood Financial LLC

153.57K

Jun 30, 26

+5.09K

0.17%

KESTRA PRIVATE WEALTH SERVICES, LLC

148.88K

Jun 30, 26

+4.02K

0.17%

Steel Peak Wealth Management LLC

145.06K

Jun 30, 26

+7.85K

0.16%

COMMERCE BANK

141.78K

Jun 30, 26

+57.95K

0.16%

Waverly Advisors, LLC

133.69K

Jun 30, 26

+8.40K

0.15%

Sharkey, Howes & Javer

130.37K

Jun 30, 26

-4.46K

0.14%

Adviser Investments LLC

125.56K

Jun 30, 26

+1.02K

0.14%

Pinnacle Financial Partners, Inc.

125.13K

Jun 30, 26

+2.47K

0.14%

Bedel Financial Consulting, Inc.

124.60K

Jun 30, 26

+1.20K

0.14%

Kingdom Financial Group LLC.

122.31K

Jun 30, 26

+4.61K

0.14%

TRUST CO OF TOLEDO NA /OH/

121.82K

Jun 30, 26

+7.70K

0.14%

CI Private Wealth, LLC

118.64K

Jun 30, 26

-191.25K

0.13%

PAX Financial Group, LLC

117.82K

Jun 30, 26

+7.40K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

115.09K

Jun 30, 26

-26.64K

0.13%

GREENLEAF TRUST

113.78K

Jun 30, 26

-2.02K

0.13%

PRUDENTIAL FINANCIAL INC

111.68K

Jun 30, 26

-2.87K

0.12%

Ashton Thomas Private Wealth, LLC

111.34K

Jun 30, 26

+22.85K

0.12%

CITIGROUP INC

110.01K

Jun 30, 26

+26.65K

0.12%

Strategic Blueprint, LLC

109.32K

Jun 30, 26

+26.85K

0.12%

Keystone Financial Services

108.88K

Jun 30, 26

+2.90K

0.12%

Equitable Holdings, Inc.

108.45K

Jun 30, 26

+8.10K

0.12%

Meeder Advisory Services, Inc.

106.73K

Jun 30, 26

+12.67K

0.12%

COURIER CAPITAL LLC

106.26K

Jun 30, 26

+8.61K

0.12%

Dynasty Wealth Management, LLC

106.16K

Jun 30, 26

-753

0.12%

Prosperity Consulting Group, LLC

105.31K

Jun 30, 26

+10.27K

0.12%

REGIMEN WEALTH, LLC

104.65K

Jun 30, 26

+2.18K

0.12%

Wealth Alliance

103.74K

Jun 30, 26

+2.59K

0.12%

Trek Financial, LLC

103.57K

Jun 30, 26

+1.18K

0.11%

Steward Partners Investment Advisory, LLC

102.39K

Jun 30, 26

+3.72K

0.11%

Brookstone Capital Management

101.00K

Jun 30, 26

+13.24K

0.11%

Concurrent Investment Advisors, LLC

100.97K

Jun 30, 26

+13.39K

0.11%

Key FInancial Inc

100.19K

Jun 30, 26

+10.21K

0.11%

FINANCIAL LIFE ADVISORS

99.83K

Jun 30, 26

+17.65K

0.11%

SWMG, LLC

99.54K

Jun 30, 26

+15.26K

0.11%

Checchi Capital Advisers, LLC

98.55K

Jun 30, 26

+3.99K

0.11%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

97.58K

Jun 30, 26

+4.86K

0.11%

NorthRock Partners, LLC

97.20K

Jun 30, 26

-58.44K

0.11%

Aventus Investment Advisors, Inc.

96.86K

Jun 30, 26

-20.71K

0.11%

MA Private Wealth

96.27K

Jun 30, 26

-13.36K

0.11%

LifeWealth Investments, LLC

94.97K

Jun 30, 26

+663

0.11%

Modern Wealth Management, LLC

94.95K

Jun 30, 26

+16.33K

0.11%

WATERSHED PRIVATE WEALTH LLC

93.22K

Jun 30, 26

+15.70K

0.10%

Fortis Capital Advisors, LLC

91.97K

Jun 30, 26

+3.21K

0.10%

Belpointe Asset Management LLC

91.97K

Jun 30, 26

+3.21K

0.10%

Regal Investment Advisors LLC

89.58K

Jun 30, 26

+7.41K

0.10%

CLIENT 1ST ADVISORY GROUP, LLC

88.78K

Jun 30, 26

+6.66K

0.10%

Legacy Financial Group LLC

87.99K

Jun 30, 26

+7.91K

0.10%

Lineweaver Wealth Advisors, LLC

87.53K

Jun 30, 26

+87.53K

0.10%

Diversify Advisory Services, LLC

87.30K

Jun 30, 26

+87.30K

0.10%

DIVERSIFY WEALTH MANAGEMENT, LLC

87.30K

Jun 30, 26

+12.31K

0.10%

Simplicity Wealth,LLC

86.57K

Jun 30, 26

+6.94K

0.10%

West Wealth Group, LLC

86.07K

Jun 30, 26

+59.98K

0.10%

Cypress Wealth Services, LLC

85.18K

Jun 30, 26

+27.09K

0.09%

FRANKLIN RESOURCES INC

84.95K

Jun 30, 26

+4.27K

0.09%

Eagle Strategies LLC

83.53K

Jun 30, 26

+3.13K

0.09%

Cardinal Strategic Wealth Guidance

82.98K

Jun 30, 26

-23.70K

0.09%

Global Retirement Partners, LLC

82.69K

Jun 30, 26

+82.69K

0.09%

Pensionmark Financial Group, LLC

81.81K

Jun 30, 26

-64

0.09%

SILVERCREST ASSET MANAGEMENT GROUP LLC

80.73K

Jun 30, 26

-86

0.09%

BLAIR WILLIAM & CO/IL

79.95K

Jun 30, 26

+56

0.09%

Sentinus, LLC

78.83K

Jun 30, 26

+75.41K

0.09%

Keebeck Wealth Management, LLC

78.08K

Jun 30, 26

-12.99K

0.09%

HOWARD BAILEY SECURITIES, LLC

76.75K

Jun 30, 26

-3.26K

0.09%

Lido Advisors, LLC

76.02K

Jun 30, 26

-135.41K

0.08%

Apollon Wealth Management, LLC

75.44K

Jun 30, 26

+28.06K

0.08%

Cranbrook Wealth Management, LLC

73.27K

Jun 30, 26

-2.57K

0.08%

Wright Fund Management, LLC

72.97K

Jun 30, 26

+72.97K

0.08%

Pinnacle Wealth Planning Services, Inc.

72.88K

Jun 30, 26

+3.02K

0.08%

Fifth Third Wealth Advisors LLC

71.76K

Jun 30, 26

+9.53K

0.08%

Invst, LLC

69.18K

Jun 30, 26

+4.96K

0.08%

EQ LLC

69.03K

Jun 30, 26

+5.45K

0.08%

VestGen Advisors, LLC

68.34K

Jun 30, 26

+2.92K

0.08%

Advisory Services Network, LLC

68.24K

Jun 30, 26

+6.08K

0.08%

J.W. COLE ADVISORS, INC.

66.29K

Jun 30, 26

+66.29K

0.07%

Ronald Blue Trust, Inc.

65.91K

Jun 30, 26

-4.79K

0.07%

Mount Yale Investment Advisors, LLC

65.54K

Jun 30, 26

+2.13K

0.07%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

65.33K

Jun 30, 26

-3.02K

0.07%

Capital Analysts, LLC

65.30K

Jun 30, 26

+17.15K

0.07%

Procyon Advisors, LLC

64.59K

Jun 30, 26

-4.54K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

64.49K

Jun 30, 26

-127.59K

0.07%

Stratos Wealth Partners, LTD.

64.34K

Jun 30, 26

+8.12K

0.07%

Kilter Group LLC

64.30K

Jun 30, 26

+5.52K

0.07%

NORTHERN TRUST CORP

63.76K

Jun 30, 26

-1.14K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

63.07K

Jun 30, 26

-327

0.07%

Bay Harbor Wealth Management, LLC

62.47K

Jun 30, 26

+1.78K

0.07%

WealthShield Partners, LLC

61.09K

Jun 30, 26

-241

0.07%

FIFTH THIRD BANCORP

60.98K

Jun 30, 26

-6.13K

0.07%

Arete Wealth Advisors, LLC

60.58K

Jun 30, 26

-326

0.07%

Rockefeller Capital Management L.P.

59.46K

Jun 30, 26

+2.61K

0.07%

Jasper Ridge Partners, L.P.

59.40K

Jun 30, 26

0.07%

Hoxton Planning & Management, LLC

58.66K

Jun 30, 26

+2.62K

0.07%

LIBERTY WEALTH MANAGEMENT LLC

57.92K

Jun 30, 26

0.06%

Sovran Advisors, LLC

57.85K

Jun 30, 26

+5.75K

0.06%

BEAM WEALTH ADVISORS, INC.

57.36K

Jun 30, 26

-166

0.06%

NORRIS PERNE & FRENCH LLP/MI

56.86K

Jun 30, 26

+897

0.06%

White Pine Investment CO

56.82K

Jun 30, 26

+363

0.06%

GLENMEDE TRUST CO NA

56.38K

Jun 30, 26

-3.38K

0.06%

Arkadios Wealth Advisors

56.09K

Jun 30, 26

+32.53K

0.06%

SRS Capital Advisors, Inc.

55.58K

Jun 30, 26

+52.33K

0.06%

Nicholas Hoffman & Company, LLC.

55.51K

Jun 30, 26

-382

0.06%

PERSONAL CFO SOLUTIONS, LLC

55.30K

Jun 30, 26

+526

0.06%

Addison Capital Co

54.94K

Jun 30, 26

+2.27K

0.06%

Perigon Wealth Management, LLC

54.75K

Jun 30, 26

+22.80K

0.06%

Callan Family Office, LLC

54.62K

Jun 30, 26

-5.23K

0.06%

Wealthquest Corp

54.52K

Jun 30, 26

-7.14K

0.06%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

53.45K

Jun 30, 26

+15.31K

0.06%

TWIN PEAKS WEALTH ADVISORS, LLC

53.16K

Jun 30, 26

+8.73K

0.06%

NewEdge Wealth, LLC

53.15K

Jun 30, 26

-1.78K

0.06%

LiftPoint Family Wealth Advisors LLC

52.99K

Jun 30, 26

+2.91K

0.06%

FORTE ASSET MANAGEMENT LLC

51.76K

Jun 30, 26

+696

0.06%

Sterling Capital Management LLC

51.02K

Jun 30, 26

-4.02K

0.06%

Revolve Wealth Partners, LLC

50.28K

Jun 30, 26

-979

0.06%

B. Riley Wealth Advisors, Inc.

50.13K

Jun 30, 26

+596

0.06%

Gateway Wealth Partners, LLC

49.85K

Jun 30, 26

-34.65K

0.06%

CFS Investment Advisory Services, LLC

49.73K

Jun 30, 26

-3.45K

0.06%

Snowden Capital Advisors LLC

49.53K

Jun 30, 26

+36.43K

0.05%

1900 WEALTH MANAGEMENT LLC

49.26K

Jun 30, 26

+259

0.05%

ONE Advisory Partners, LLC

49.23K

Jun 30, 26

+28.56K

0.05%

Advyzon Investment Management, LLC

49.17K

Jun 30, 26

-13.14K

0.05%

Montgomery Financial Services LLC

49.16K

Jun 30, 26

+49.16K

0.05%

WCG Wealth Advisors LLC

48.79K

Jun 30, 26

+48.79K

0.05%

SigFig Wealth Management, LLC

48.76K

Jun 30, 26

+2.37K

0.05%

CoreCap Advisors, LLC

48.63K

Jun 30, 26

-1.71K

0.05%

Kathmere Capital Management, LLC

48.38K

Jun 30, 26

-1.04K

0.05%

ONE WEALTH CAPITAL MANAGEMENT, LLC

48.02K

Jun 30, 26

+9.99K

0.05%

Key Capital Management, INC

47.81K

Jun 30, 26

+9.78K

0.05%

BRIGHTON JONES LLC

47.35K

Jun 30, 26

-6.29K

0.05%

Valmark Advisers, Inc.

46.61K

Jun 30, 26

+478

0.05%

FIDUCIARY FINANCIAL ADVISORS

46.43K

Jun 30, 26

+46.43K

0.05%

Beacon Bridge Wealth Partners, LLC

45.81K

Jun 30, 26

+45.81K

0.05%

RESOLUTE WEALTH ADVISOR, INC.

44.37K

Jun 30, 26

0.05%

Lansing Street Advisors

44.30K

Jun 30, 26

+26.52K

0.05%

Quantinno Capital Management LP

43.56K

Jun 30, 26

+5.65K

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

43.44K

Jun 30, 26

+750

0.05%

JABODON PT CO

43.41K

Jun 30, 26

+31.75K

0.05%

CENTRAL TRUST Co

42.76K

Jun 30, 26

-648

0.05%

Meramec Financial Planners, LLC

42.41K

Jun 30, 26

+2.72K

0.05%

ENDEAVOR PRIVATE WEALTH, INC.

42.40K

Jun 30, 26

+3.21K

0.05%

OPPENHEIMER & CO INC

42.37K

Jun 30, 26

+22.68K

0.05%

PRINCIPAL SECURITIES, INC.

42.37K

Jun 30, 26

+15.88K

0.05%

TSA Wealth Managment LLC

42.25K

Jun 30, 26

+19.61K

0.05%

Dorsey & Whitney Trust CO LLC

42.20K

Jun 30, 26

0.05%

Founders Financial Alliance, LLC

42.17K

Jun 30, 26

+40.64K

0.05%

CONDOR CAPITAL MANAGEMENT

42.10K

Jun 30, 26

-272

0.05%

MAI Capital Management

41.90K

Jun 30, 26

+35.14K

0.05%

SOA Wealth Advisors, LLC.

41.49K

Jun 30, 26

-673

0.05%

Breakwater Capital Group

41.48K

Jun 30, 26

-195

0.05%

CONSILIO WEALTH ADVISORS, LLC

41.48K

Jun 30, 26

+1.16K

0.05%

First Pacific Financial

41.37K

Jun 30, 26

-107

0.05%

Aptus Capital Advisors, LLC

41.28K

Jun 30, 26

+4.21K

0.05%

BOK Financial Private Wealth, Inc.

41.08K

Jun 30, 26

-2.42K

0.05%

DIVERSIFIED MANAGEMENT INC

41.08K

Jun 30, 26

+631

0.05%

Hofer & Associates. Inc

41.08K

Jun 30, 26

+1.38K

0.05%

BridgePort Financial Solutions, LLC

40.85K

Jun 30, 26

+24.64K

0.05%

CORE WEALTH ADVISORS, LLC

40.53K

Jun 30, 26

-2.72K

0.04%

Dominguez Wealth Management Solutions, Inc.

40.50K

Jun 30, 26

+171

0.04%

Sterling Financial Planning, Inc.

39.98K

Jun 30, 26

-719

0.04%

KELLEHER FINANCIAL ADVISORS

39.37K

Jun 30, 26

+39.37K

0.04%

Harbor Group, Inc.

39.35K

Jun 30, 26

+447

0.04%

One Wealth Advisors, LLC

39.31K

Jun 30, 26

+638

0.04%

KICKSTAND VENTURES, LLC.

39.22K

Jun 30, 26

+407

0.04%

McNaughton Wealth Management, LLC

38.92K

Jun 30, 26

+7.61K

0.04%

STOCK YARDS BANK & TRUST CO

38.18K

Jun 30, 26

-677

0.04%

Polaris Investment Advisors, LLC

38.01K

Jun 30, 26

+17.82K

0.04%

Csenge Advisory Group

37.68K

Jun 30, 26

+3.68K

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

37.31K

Jun 30, 26

+2.62K

0.04%

FIDUCIARY TRUST CO

37.30K

Jun 30, 26

-1.18K

0.04%

Sagace Wealth Management LLC

37.05K

Jun 30, 26

+769

0.04%

Yukon Wealth Management, Inc.

36.70K

Jun 30, 26

+1.90K

0.04%

AMG National Trust Bank

36.51K

Jun 30, 26

-361

0.04%

NBC SECURITIES, INC.

36.21K

Jun 30, 26

-1.17K

0.04%

Integrity Advisory Solutions, LLC

36.10K

Jun 30, 26

+12.42K

0.04%

Geneos Wealth Management Inc.

35.95K

Jun 30, 26

+115

0.04%

Cornerstone Planning Group LLC

35.88K

Jun 30, 26

+4.87K

0.04%

Omega Financial Group, LLC

35.01K

Jun 30, 26

-181

0.04%

FIRST FOUNDATION ADVISORS

34.52K

Jun 30, 26

+3.26K

0.04%

Shared Vision Wealth Group LLC

34.47K

Jun 30, 26

+687

0.04%

Vestmark Advisory Solutions, Inc.

34.41K

Jun 30, 26

+13.53K

0.04%

Savant Capital, LLC

33.97K

Jun 30, 26

+4.88K

0.04%

Lantz Financial LLC

33.60K

Jun 30, 26

+6.22K

0.04%

NFP Retirement, Inc.

33.31K

Jun 30, 26

-3.00K

0.04%

BankPlus Wealth Management LLC

32.97K

Jun 30, 26

-723

0.04%

Ascent Group, LLC

32.91K

Jun 30, 26

-1.93K

0.04%

W ADVISORS, LLC

32.28K

Jun 30, 26

-296

0.04%

Smartleaf Asset Management LLC

32.10K

Jun 30, 26

0.04%

Retirement Wealth Solutions LLC

32.02K

Jun 30, 26

+2.68K

0.04%

Able Wealth Management LLC

30.80K

Jun 30, 26

+16.78K

0.03%

ASSETMARK, INC

30.59K

Jun 30, 26

+3.04K

0.03%

Apeiron RIA LLC

30.45K

Jun 30, 26

+21.19K

0.03%

Quotient Wealth Partners, LLC

30.39K

Jun 30, 26

-1.30K

0.03%

Patten Group, Inc.

30.33K

Jun 30, 26

-1.27K

0.03%

McKinley Carter Wealth Services, Inc.

29.89K

Jun 30, 26

-1.12K

0.03%

ShoreHaven Wealth Partners, LLC

29.86K

Jun 30, 26

0.03%

Empire Life Investments Inc.

29.83K

Jun 30, 26

+10.20K

0.03%

Forthright Family Wealth Advisory LLC

29.57K

Jun 30, 26

-14.02K

0.03%

ABSOLUTE CAPITAL MANAGEMENT, LLC

29.55K

Jun 30, 26

+6.89K

0.03%

Johnson Financial Group, Inc.

29.33K

Jun 30, 26

+121

0.03%

FIRST AMERICAN TRUST, FSB

29.21K

Jun 30, 26

+2.82K

0.03%

CreativeOne Wealth, LLC

29.18K

Jun 30, 26

-2.76K

0.03%

Atomi Financial Group, Inc.

28.97K

Jun 30, 26

+7.48K

0.03%

HUNTINGTON NATIONAL BANK

28.86K

Jun 30, 26

+999

0.03%

Private Advisor Group, LLC

28.85K

Jun 30, 26

-41.50K

0.03%

Farmers & Merchants Trust Co of Chambersburg PA

28.63K

Jun 30, 26

+2.50K

0.03%

Disciplined Investments, LLC

28.60K

Jun 30, 26

+156

0.03%

Jacksonville Wealth Management, LLC

28.49K

Jun 30, 26

+3.00K

0.03%

Timmons Wealth Management, LLC

28.18K

Jun 30, 26

+1.22K

0.03%

Westfuller Advisors, LLC

28.16K

Jun 30, 26

+24.87K

0.03%

MMA ASSET MANAGEMENT LLC

28.10K

Jun 30, 26

+2.55K

0.03%

Shum Financial Group, Inc.

27.39K

Jun 30, 26

+3.49K

0.03%

Wealthspire Advisors, LLC

26.91K

Jun 30, 26

+481

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

26.67K

Jun 30, 26

+6.91K

0.03%

NAVELLIER & ASSOCIATES INC

26.63K

Jun 30, 26

0.03%

Trust Point Inc.

26.57K

Jun 30, 26

+3.79K

0.03%

Van Hulzen Asset Management, LLC

26.41K

Jun 30, 26

+2.60K

0.03%

Maia Wealth LLC

26.02K

Jun 30, 26

-3.06K

0.03%

Portfolio Resources Advisor Group, Inc.

25.55K

Jun 30, 26

+779

0.03%

JNBA Financial Advisors

25.50K

Jun 30, 26

-390

0.03%

BlackDiamond Wealth Management Inc.

25.49K

Jun 30, 26

+2.56K

0.03%

HSBC HOLDINGS PLC

25.09K

Jun 30, 26

-134

0.03%

AQR CAPITAL MANAGEMENT LLC

24.92K

Jun 30, 26

+2.71K

0.03%

Carnegie Capital Asset Management, LLC

24.79K

Jun 30, 26

-291

0.03%

Golden State Wealth Management, LLC

24.73K

Jun 30, 26

+17.94K

0.03%

Auxano Advisors, LLC

24.55K

Jun 30, 26

+1.92K

0.03%

Advus Financial Partners, LLC

24.47K

Jun 30, 26

+1.50K

0.03%

Financial Engines Advisors L.L.C.

23.88K

Jun 30, 26

+558

0.03%

Ifrah Financial Services, Inc.

23.78K

Jun 30, 26

-548

0.03%

Focus Financial Network, Inc.

23.73K

Jun 30, 26

+6.40K

0.03%

SNS Financial Group, LLC

23.71K

Jun 30, 26

+23.71K

0.03%

Affiance Financial, LLC

23.69K

Jun 30, 26

-291

0.03%

Mendel Capital Management LLC

23.62K

Jun 30, 26

+895

0.03%

AMERICAN FINANCIAL & TAX STRATEGIES INC

23.45K

Jun 30, 26

-80

0.03%

Miracle Mile Advisors, LLC

23.37K

Jun 30, 26

+5.08K

0.03%

Cornerstone Financial Management LLC

23.00K

Jun 30, 26

+1.13K

0.03%

Summit Financial, LLC

22.61K

Jun 30, 26

+694

0.03%

Mutual Advisors, LLC

22.50K

Jun 30, 26

-2.41K

0.02%

RFG Advisory, LLC

22.33K

Jun 30, 26

-7.71K

0.02%

Stone Point Wealth LLC

22.19K

Jun 30, 26

+1.04K

0.02%

InvesTrust

22.16K

Jun 30, 26

-108

0.02%

CAHILL FINANCIAL ADVISORS INC

22.01K

Jun 30, 26

-17

0.02%

ZENITH SOLUTIONS, INC.

21.97K

Jun 30, 26

+21.97K

0.02%

Davis Wealth Advisors, LLC

21.93K

Jun 30, 26

-248

0.02%

D.A. DAVIDSON & CO.

21.89K

Jun 30, 26

-1.56K

0.02%

FIRST HORIZON CORP

21.86K

Jun 30, 26

+7.74K

0.02%

Foundation Wealth Management, LLC

21.74K

Jun 30, 26

-1.32K

0.02%

Clear Creek Financial Management, LLC

21.73K

Jun 30, 26

+1.22K

0.02%

SMART Wealth LLC

21.55K

Jun 30, 26

+11.69K

0.02%

Beacon Capital Management, LLC

21.34K

Jun 30, 26

+21.34K

0.02%

LifePlan Investment Advisors, Inc.

20.94K

Jun 30, 26

+1.28K

0.02%

BLALOCK WILLIAMS, LLC

20.64K

Jun 30, 26

+1.85K

0.02%

WASHINGTON TRUST BANK

20.46K

Jun 30, 26

-6.19K

0.02%

Avestar Capital, LLC

20.40K

Jun 30, 26

-391

0.02%

Barden Capital Management, Inc.

19.83K

Jun 30, 26

-3.83K

0.02%

Commonwealth Retirement Investments LLC

19.73K

Jun 30, 26

+1.76K

0.02%

Gen-Wealth Partners Inc

19.59K

Jun 30, 26

+1.93K

0.02%

B.O.S.S. Retirement Advisors, LLC

19.57K

Jun 30, 26

+11.84K

0.02%

Stonebrook Private Inc.

19.47K

Jun 30, 26

-111

0.02%

Buckingham Strategic Partners

19.41K

Jun 30, 26

+1.69K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

19.38K

Jun 30, 26

+202

0.02%

VANCE WEALTH, INC.

19.36K

Jun 30, 26

-1.25K

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

19.34K

Jun 30, 26

+779

0.02%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

19.24K

Jun 30, 26

-615

0.02%

One Capital Management, LLC

19.11K

Jun 30, 26

0.02%

Cannon Financial Strategists, Inc.

18.94K

Jun 30, 26

-147

0.02%

Kingsview Wealth Management, LLC

18.82K

Jun 30, 26

+4.11K

0.02%

TD PRIVATE CLIENT WEALTH LLC

18.80K

Jun 30, 26

-3.33K

0.02%

Spire Wealth Management

18.67K

Jun 30, 26

-245

0.02%

Midwest Capital Advisors, LLC

18.49K

Jun 30, 26

-14.97K

0.02%

Scissortail Wealth Management, LLC

18.44K

Jun 30, 26

+18.44K

0.02%

Angeles Investment Advisors, LLC

18.32K

Jun 30, 26

-12.29K

0.02%

Ambassador Advisors, LLC

18.26K

Jun 30, 26

+10.41K

0.02%

Penobscot Investment Management Company, Inc.

18.25K

Jun 30, 26

0.02%

Clayton Financial Group LLC

18.12K

Jun 30, 26

-473

0.02%

Keel Point, LLC

18.08K

Jun 30, 26

+556

0.02%

BCU Wealth Advisors, LLC

17.89K

Jun 30, 26

+926

0.02%

Visionary Wealth Advisors

17.81K

Jun 30, 26

+97

0.02%

Fountainhead AM, LLC

17.59K

Jun 30, 26

-582

0.02%

Keystone Wealth Services, LLC

17.54K

Jun 30, 26

+553

0.02%

Clark Capital Management Group, Inc.

17.45K

Jun 30, 26

+17.45K

0.02%

MKD WEALTH COACHES, LLC

17.42K

Jun 30, 26

-18

0.02%

FIRETHORN WEALTH PARTNERS, LLC

17.35K

Jun 30, 26

+7.16K

0.02%

Farmers & Merchants Trust Co of Long Beach

17.27K

Jun 30, 26

+71

0.02%

PATTON ALBERTSON MILLER GROUP, LLC

17.07K

Jun 30, 26

-2.52K

0.02%

Private Wealth Asset Management, LLC

17.00K

Jun 30, 26

+238

0.02%

Unify Financial Advisors

16.95K

Jun 30, 26

+6.75K

0.02%

Tanglewood Wealth Management, Inc.

16.82K

Jun 30, 26

-2.06K

0.02%

ARK & TLK INVESTMENTS, LLC

16.80K

Jun 30, 26

-695

0.02%

IEQ CAPITAL, LLC

16.78K

Jun 30, 26

+6.79K

0.02%

Ancora Advisors, LLC

16.76K

Jun 30, 26

-53.70K

0.02%

Sequoia Financial Advisors, LLC

16.70K

Jun 30, 26

+1.12K

0.02%

Allegheny Financial Group LTD

16.68K

Jun 30, 26

-506

0.02%

Wescott Financial Advisory Group, LLC

16.58K

Jun 30, 26

+1.81K

0.02%

Landing Point Financial Group, LLC

16.55K

Jun 30, 26

+16.55K

0.02%

Advisory Solutions Group, LLC

16.33K

Jun 30, 26

+16.33K

0.02%

Axis Wealth Partners, LLC

15.88K

Jun 30, 26

-638

0.02%

Odyssey Capital Advisors, Inc.

15.84K

Jun 30, 26

+3.68K

0.02%

Midwest Trust Co

15.80K

Jun 30, 26

+349

0.02%

BROWN ADVISORY INC

15.74K

Jun 30, 26

+63

0.02%

Avidian Wealth Solutions, LLC

15.73K

Jun 30, 26

+2.66K

0.02%

Strata Wealth Advisors, LLC

15.42K

Jun 30, 26

-44

0.02%

Paladin Advisory Group, LLC

15.40K

Jun 30, 26

-645

0.02%

Ironwood Investment Counsel, LLC

15.34K

Jun 30, 26

+311

0.02%

Brookwood Investment Group LLC

15.21K

Jun 30, 26

+8.51K

0.02%

Two West Capital Advisors LLC

15.09K

Jun 30, 26

+2.37K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

15.06K

Jun 30, 26

0.02%

Stratos Wealth Advisors, LLC

15.01K

Jun 30, 26

-2.26K

0.02%

Security Financial Services, INC.

14.67K

Jun 30, 26

+11.38K

0.02%

SGL Investment Advisors, Inc.

14.64K

Jun 30, 26

+2.00K

0.02%

Family Wealth Group, LLC

14.60K

Jun 30, 26

+1.85K

0.02%

Horst & Graben Wealth Management LLC

14.60K

Jun 30, 26

-588

0.02%

WealthPlan Investment Management, LLC

14.49K

Jun 30, 26

-1.32K

0.02%

Sowell Financial Services LLC

14.44K

Jun 30, 26

0.02%

J.M. Arbour, LLC

14.33K

Jun 30, 26

+413

0.02%

EFG International AG

14.20K

Jun 30, 26

+2.31K

0.02%

MATHER GROUP, LLC.

14.05K

Jun 30, 26

+164

0.02%

Embree Financial Group

13.97K

Jun 30, 26

-1.18K

0.02%

Daviman Financial, LLC

13.96K

Jun 30, 26

+12.14K

0.02%

Valeo Financial Advisors, LLC

13.90K

Jun 30, 26

+283

0.02%

Physician Wealth Advisors, Inc.

13.87K

Jun 30, 26

+456

0.02%

Pachira Investments Inc.

13.74K

Jun 30, 26

+90

0.02%

PACES FERRY WEALTH ADVISORS, LLC

13.68K

Jun 30, 26

-24

0.02%

Sigma Planning Corp

13.55K

Jun 30, 26

+5.45K

0.02%

Rehmann Capital Advisory Group

13.49K

Jun 30, 26

+4.45K

0.01%

IFG Advisory, LLC

13.39K

Jun 30, 26

+13.39K

0.01%

VALLEY NATIONAL ADVISERS INC

13.39K

Jun 30, 26

-4

0.01%

KM Capital Management Ltd.

13.38K

Jun 30, 26

+13.38K

0.01%

First Heartland Consultants, Inc.

13.20K

Jun 30, 26

+13.20K

0.01%

Synergy Investment Management, LLC

13.19K

Jun 30, 26

+1.18K

0.01%

HB Wealth Management, LLC

12.96K

Jun 30, 26

+844

0.01%

Capital Investment Management, Inc.

12.85K

Jun 30, 26

+1.37K

0.01%

WEDBUSH SECURITIES INC

12.72K

Jun 30, 26

-1.18K

0.01%

Nuveen, LLC

12.66K

Jun 30, 26

+12.66K

0.01%

APS Management Group, Inc.

12.62K

Jun 30, 26

-130

0.01%

Hardy Reed LLC

12.52K

Jun 30, 26

0.01%

Kestra Investment Management, LLC

12.46K

Jun 30, 26

+1.76K

0.01%

RITHOLTZ WEALTH MANAGEMENT

12.45K

Jun 30, 26

+12.45K

0.01%

McAdam, LLC

12.44K

Jun 30, 26

-26.11K

0.01%

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

12.41K

Jun 30, 26

+90

0.01%

JFS WEALTH ADVISORS, LLC

12.41K

Jun 30, 26

+169

0.01%

Wingate Wealth Advisors, Inc.

12.39K

Jun 30, 26

-322

0.01%

Bison Wealth, LLC

12.36K

Jun 30, 26

+890

0.01%

5T Wealth, LLC

12.32K

Jun 30, 26

-997

0.01%

Dynamic Financial Group

12.30K

Jun 30, 26

-1.40K

0.01%

STAGE HARBOR FINANCIAL, LLC

12.08K

Jun 30, 26

+3.37K

0.01%

BEACON FINANCIAL PLANNING, INC

11.93K

Jun 30, 26

+240

0.01%

Duncan Williams Asset Management, LLC

11.86K

Jun 30, 26

+18

0.01%

Ritter Daniher Financial Advisory LLC / DE

11.56K

Jun 30, 26

0.01%

VERUS CAPITAL PARTNERS, LLC

11.42K

Jun 30, 26

-3.50K

0.01%

SAX WEALTH ADVISORS, LLC

11.40K

Jun 30, 26

-343

0.01%

CARDIFF PARK ADVISORS, LLC

11.27K

Jun 30, 26

+31

0.01%

ALTERNA WEALTH MANAGEMENT, INC

11.25K

Jun 30, 26

+4.06K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

11.17K

Jun 30, 26

-1.05K

0.01%

Claro Advisors LLC

11.10K

Jun 30, 26

-1.39K

0.01%

VisionPoint Advisory Group, LLC

11.09K

Jun 30, 26

+8.28K

0.01%

Spectrum Planning & Advisory Services Inc.

11.09K

Jun 30, 26

+6.83K

0.01%

PINNACLE ASSOCIATES LTD

11.05K

Jun 30, 26

0.01%

BTC Capital Management, Inc.

11.03K

Jun 30, 26

0.01%

Mechanics Bank Trust Department

11.00K

Jun 30, 26

-701

0.01%

SAGE FINANCIAL GROUP INC

10.98K

Jun 30, 26

+1.82K

0.01%

Arcadia Wealth Management, LLC

10.88K

Jun 30, 26

+1.35K

0.01%

Plancorp, LLC

10.85K

Jun 30, 26

+6.38K

0.01%

Vantus Wealth LLC

10.76K

Jun 30, 26

+10.76K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.73K

Jun 30, 26

+531

0.01%

Signal Advisors Wealth, LLC

10.68K

Jun 30, 26

-220

0.01%

Kovack Advisors, Inc.

10.62K

Jun 30, 26

-12.29K

0.01%

Verdence Capital Advisors LLC

10.48K

Jun 30, 26

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

10.45K

Jun 30, 26

0.01%

Raleigh Capital Management Inc.

10.38K

Jun 30, 26

+458

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.21K

Jun 30, 26

+880

0.01%

Mayflower Financial Advisors, LLC

10.19K

Jun 30, 26

-592

0.01%

Sovereign Financial Group, Inc.

10.15K

Jun 30, 26

-49

0.01%

Parallel Advisors, LLC

10.14K

Jun 30, 26

+221

0.01%

Transamerica Financial Advisors, Inc.

10.13K

Jun 30, 26

+2.40K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

10.11K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

10.06K

Jun 30, 26

0.01%

HORAN Wealth, LLC

10.02K

Jun 30, 26

+1.84K

0.01%

Facet Wealth, Inc.

10.01K

Jun 30, 26

-54

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

9.98K

Jun 30, 26

+941

0.01%

American State Bank (Iowa)

9.97K

Jun 30, 26

+353

0.01%

Canvas Wealth Advisors, LLC

9.96K

Jun 30, 26

+208

0.01%

Archer Investment Management, LLC

9.84K

Jun 30, 26

+415

0.01%

Mainstream Capital Management LLC

9.83K

Jun 30, 26

-10

0.01%

First Citizens Financial Corp

9.82K

Jun 30, 26

+2.06K

0.01%

Quest 10 Wealth Builders, Inc.

9.72K

Jun 30, 26

+453

0.01%

Accelerate Investment Advisors LLC

9.62K

Jun 30, 26

+1.80K

0.01%

Triad Wealth Partners, LLC

9.56K

Jun 30, 26

-5.79K

0.01%

Wealthfront Advisers LLC

9.53K

Jun 30, 26

-432

0.01%

DAVENPORT & Co LLC

9.47K

Jun 30, 26

+944

0.01%

Interchange Capital Partners, LLC

9.43K

Jun 30, 26

-2.08K

0.01%

LUTS & GREENLEIGH GROUP, INC

9.40K

Jun 30, 26

+28

0.01%

Robertson Stephens Wealth Management, LLC

9.40K

Jun 30, 26

-1.32K

0.01%

Balance Wealth, LLC

9.36K

Jun 30, 26

-423

0.01%

Sherman Wealth Management LLC

9.26K

Jun 30, 26

+62

0.01%

Principal Street Partners, LLC

9.23K

Jun 30, 26

+72

0.01%

Aspire Private Capital, LLC

9.18K

Jun 30, 26

+280

0.01%

Gotham Asset Management, LLC

9.16K

Jun 30, 26

0.01%

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

9.09K

Jun 30, 26

-6

0.01%

Avantax Planning Partners, Inc.

9.06K

Jun 30, 26

0.01%

BENJAMIN EDWARDS INC

8.99K

Jun 30, 26

+352

0.01%

Hutchens & Kramer Investment Management Group, LLC

8.90K

Jun 30, 26

-345

0.01%

Meridian Wealth Management, LLC

8.89K

Jun 30, 26

-507

0.01%

Centurion Wealth Management LLC

8.81K

Jun 30, 26

+297

0.01%

PRIVATE TRUST CO NA

8.77K

Jun 30, 26

+766

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

8.77K

Jun 30, 26

-1.33K

0.01%

Lifeworks Advisors, LLC

8.73K

Jun 30, 26

+464

0.01%

Mosley Wealth Management

8.70K

Jun 30, 26

-32.09K

0.01%

Alta Wealth Advisors LLC

8.69K

Jun 30, 26

+1.64K

0.01%

Cornerstone Wealth Advisors, Inc.

8.65K

Jun 30, 26

+201

0.01%

LVW Advisors, LLC

8.63K

Jun 30, 26

-260

0.01%

Western Wealth Management, LLC

8.61K

Jun 30, 26

-59

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.58K

Jun 30, 26

+1.91K

0.01%

CIBC WORLD MARKET INC.

8.44K

Jun 30, 26

+144

0.01%

MYCIO WEALTH PARTNERS, LLC

8.44K

Jun 30, 26

+65

0.01%

BIP Wealth, LLC

8.35K

Jun 30, 26

+108

0.01%

Barnes Wealth Management Group, Inc

8.33K

Jun 30, 26

+8.33K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

8.32K

Jun 30, 26

-130

0.01%

Taylor & Morgan Wealth Management, LLC

8.21K

Jun 30, 26

-730

0.01%

Global Wealth Management Investment Advisory, Inc.

8.19K

Jun 30, 26

-937

0.01%

Asempa Wealth Advisors

8.17K

Jun 30, 26

+114

0.01%

Braun-Bostich & Associates Inc.

8.12K

Jun 30, 26

+8.12K

0.01%

Milestone Investment Advisors LLC

8.11K

Jun 30, 26

0.01%

Causey Wealth LLC

8.05K

Jun 30, 26

-207

0.01%

COLLECTIVE FAMILY OFFICE LLC

8.05K

Jun 30, 26

+349

0.01%

Pointe Capital Management LLC

8.03K

Jun 30, 26

+1.18K

0.01%

Targeted Financial Services LLC

7.96K

Jun 30, 26

-102

0.01%

Advocacy Wealth Management Services, LLC

7.91K

Jun 30, 26

-692

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

7.91K

Jun 30, 26

+176

0.01%

WASHINGTON TRUST Co

7.89K

Jun 30, 26

+312

0.01%

Jacobi Capital Management LLC

7.87K

Jun 30, 26

-487

0.01%

GGM Financials LLC

7.85K

Jun 30, 26

+427

0.01%

Sound Financial Strategies Group, LLC

7.80K

Jun 30, 26

+35

0.01%

Berger Financial Group, Inc

7.78K

Jun 30, 26

-15

0.01%

James J. Burns & Company, LLC

7.75K

Jun 30, 26

-158

0.01%

Madden Advisory Services, Inc.

7.75K

Jun 30, 26

-50

0.01%

Fragasso Group Inc.

7.69K

Jun 30, 26

+11

0.01%

Palisade Asset Management, LLC

7.68K

Jun 30, 26

0.01%

UNIQUE WEALTH, LLC

7.58K

Jun 30, 26

+325

0.01%

Bryn Mawr Capital Management, LLC

7.54K

Jun 30, 26

-80

0.01%

Lloyd Advisory Services, LLC.

7.48K

Jun 30, 26

-110.22K

0.01%

LMCG INVESTMENTS, LLC

7.45K

Jun 30, 26

+490

0.01%

Klingman & Associates, LLC

7.33K

Jun 30, 26

-58

0.01%

Financial Perspectives, Inc

7.31K

Jun 30, 26

+886

0.01%

Latitude Advisors, LLC

7.27K

Jun 30, 26

-492

0.01%

Prospera Financial Services Inc

7.17K

Jun 30, 26

-52

0.01%

SWP FINANCIAL LLC

7.17K

Jun 30, 26

+7.17K

0.01%

Noble Family Wealth, LLC

7.16K

Jun 30, 26

0.01%

Koss-Olinger Consulting, LLC

7.12K

Jun 30, 26

-62.12K

0.01%

NORTHLAND SECURITIES, INC.

7.11K

Jun 30, 26

+367

0.01%

JAMES INVESTMENT RESEARCH INC

7.08K

Jun 30, 26

-764

0.01%

Copia Wealth Management

7.05K

Jun 30, 26

-21

0.01%

Net Worth Advisory Group

7.03K

Jun 30, 26

-26.99K

0.01%

RCS Financial Planning, LLC

7.02K

Jun 30, 26

+13

0.01%

Confluence Wealth Services, Inc.

6.96K

Jun 30, 26

+675

0.01%

NICOLET BANKSHARES INC

6.94K

Jun 30, 26

0.01%

Americana Partners, LLC

6.91K

Jun 30, 26

-17

0.01%

Godfrey Financial Associates, Inc.

6.91K

Jun 30, 26

-4.08K

0.01%

Ameritas Advisory Services, LLC

6.86K

Jun 30, 26

+4.36K

0.01%

PFG Advisors

6.84K

Jun 30, 26

+76

0.01%

Diversified Enterprises, LLC

6.82K

Jun 30, 26

-760

0.01%

SilverOak Wealth Management LLC

6.80K

Jun 30, 26

-201

0.01%

Independent Advisor Alliance

6.80K

Jun 30, 26

-37.60K

0.01%

Semus Wealth Partners LLC

6.79K

Jun 30, 26

+806

0.01%

Evergreen Wealth Solutions, LLC

6.76K

Jun 30, 26

+1.02K

0.01%

Redhawk Wealth Advisors, Inc.

6.72K

Jun 30, 26

+6.72K

0.01%

Central Pacific Bank - Trust Division

6.71K

Jun 30, 26

0.01%

OMNI 360 Wealth, Inc.

6.70K

Jun 30, 26

+47

0.01%

Argent Trust Co

6.69K

Jun 30, 26

+713

0.01%

CAMBIENT FAMILY OFFICE, LLC

6.67K

Jun 30, 26

0.01%

UNIVEST FINANCIAL Corp

6.66K

Jun 30, 26

+32

0.01%

ROCKLAND TRUST CO

6.64K

Jun 30, 26

0.01%

BRADLEY FOSTER & SARGENT INC/CT

6.57K

Jun 30, 26

-449

0.01%

Keystone Financial Group

6.57K

Jun 30, 26

+1.94K

0.01%

FLP Wealth Management, LLC

6.54K

Jun 30, 26

+808

0.01%

Diversified Trust Co

6.25K

Jun 30, 26

+2.51K

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

6.25K

Jun 30, 26

+251

0.01%

ASL Financial, LLC

6.22K

Jun 30, 26

+273

0.01%

HAZLETT, BURT & WATSON, INC.

6.21K

Jun 30, 26

-7

0.01%

Tassel Capital Management, Inc.

6.13K

Jun 30, 26

+91

0.01%

EASTERN BANK

6.12K

Jun 30, 26

-486

0.01%

Avantra Family Wealth, Inc.

6.03K

Jun 30, 26

+6.03K

0.01%

HRC WEALTH MANAGEMENT, LLC

6.02K

Jun 30, 26

-185

0.01%

BAYBAN

6.00K

Jun 30, 26

0.01%

EWA, LLC

5.99K

Jun 30, 26

-345

0.01%

Cypress Capital Group

5.96K

Jun 30, 26

0.01%

OXFORD FINANCIAL GROUP LTD

5.93K

Jun 30, 26

0.01%

Evercore Wealth Management, LLC

5.86K

Jun 30, 26

+89

0.01%

Skyline Advisors, Inc.

5.85K

Jun 30, 26

+5.85K

0.01%

ASSOCIATED BANC-CORP

5.82K

Jun 30, 26

+2.00K

0.01%

Caprock Group, LLC

5.78K

Jun 30, 26

-4.93K

0.01%

KPP Advisory Services LLC

5.71K

Jun 30, 26

-1.43K

0.01%

Scarborough Advisors, LLC

5.71K

Jun 30, 26

-636

0.01%

QRG CAPITAL MANAGEMENT, INC.

5.69K

Jun 30, 26

+1.13K

0.01%

Vision Retirement, LLC

5.67K

Jun 30, 26

+1.46K

0.01%

Bogart Wealth, LLC

5.66K

Jun 30, 26

+1.02K

0.01%

Institute for Wealth Management, LLC.

5.62K

Jun 30, 26

-790

0.01%

Haverford Trust Co

5.59K

Jun 30, 26

+3.68K

0.01%

Sentinel Advisory Group, LLC

5.59K

Jun 30, 26

0.01%

TD Waterhouse Canada Inc.

5.58K

Jun 30, 26

0.01%

Legacy Wealth Partners, LLC

5.54K

Jun 30, 26

+858

0.01%

EverSource Wealth Advisors, LLC

5.53K

Jun 30, 26

-2.14K

0.01%

Schneider Downs Wealth Management Advisors, LP

5.47K

Jun 30, 26

0.01%

Legacy Edge Advisors, LLC

5.47K

Jun 30, 26

+202

0.01%

Betterment LLC

5.46K

Jun 30, 26

+370

0.01%

Birch Hill Investment Advisors LLC

5.45K

Jun 30, 26

0.01%

WORLD EQUITY GROUP, INC.

5.39K

Jun 30, 26

+54

0.01%

STEPHENS INC /AR/

5.33K

Jun 30, 26

+305

0.01%

ALERUS FINANCIAL NA

5.33K

Jun 30, 26

0.01%

Kelman-Lazarov, Inc.

5.29K

Jun 30, 26

0.01%

Independence Bank of Kentucky

5.27K

Jun 30, 26

0.01%

Montecito Bank & Trust

5.16K

Jun 30, 26

-256

0.01%

Choate Investment Advisors

5.15K

Jun 30, 26

0.01%

Decker Retirement Planning Inc.

5.14K

Jun 30, 26

-197

0.01%

Patriot Financial Group Insurance Agency, LLC

5.12K

Jun 30, 26

-4.89K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.12K

Jun 30, 26

+462

0.01%

ORG Wealth Partners, LLC

5.09K

Jun 30, 26

+483

0.01%

TRUST CO OF VERMONT

5.06K

Jun 30, 26

+5.06K

0.01%

Koshinski Asset Management, Inc.

5.05K

Jun 30, 26

+162

0.01%

MainStreet Investment Advisors LLC

5.01K

Jun 30, 26

+615

0.01%

Inspire Advisors, LLC

5.01K

Jun 30, 26

+448

0.01%

GABLES CAPITAL MANAGEMENT INC.

5.01K

Jun 30, 26

0.01%

Narus Financial Partners, LLC

4.99K

Jun 30, 26

+237

0.01%

Centennial Advisors, LLC

4.96K

Jun 30, 26

+123

0.01%

OpenArc Corporate Advisory, LLC

4.94K

Jun 30, 26

+921

0.01%

PFG Investments, LLC

4.87K

Jun 30, 26

+521

0.01%

Jordan Park Group LLC

4.74K

Jun 30, 26

-283

0.01%

GWN SECURITIES INC.

4.73K

Jun 30, 26

+1.26K

0.01%

Chicago Partners Investment Group LLC

4.63K

Jun 30, 26

+34

0.01%

Hyundai Investments Co., Ltd.

4.62K

Jun 30, 26

+2.84K

0.01%

Athena Investment Management

4.62K

Jun 30, 26

0.01%

Cedar Point Capital Partners, LLC

4.60K

Jun 30, 26

+1.68K

0.01%

StoneX Group Inc.

4.59K

Jun 30, 26

+1.51K

0.01%

Aprio Wealth Management, LLC

4.52K

Jun 30, 26

-21

0.01%

Daybright Advisory Services, Inc.

4.50K

Jun 30, 26

-664

0.00%

Chatterton & Associates Inc.

4.49K

Jun 30, 26

+420

0.00%

Peterson Wealth Advisors, LLC

4.48K

Jun 30, 26

+59

0.00%

Leisure Capital Management

4.48K

Jun 30, 26

0.00%

Aegis Wealth Management, Inc.

4.46K

Jun 30, 26

+431

0.00%

Maridea Wealth Management LLC

4.45K

Jun 30, 26

+1.68K

0.00%

BEACON FINANCIAL GROUP

4.45K

Jun 30, 26

-382

0.00%

Holistic Planning, LLC

4.40K

Jun 30, 26

+2.25K

0.00%

MONECO Advisors, LLC

4.37K

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

4.35K

Jun 30, 26

+571

0.00%

ALONGSIDE, LLC

4.33K

Jun 30, 26

+4.33K

0.00%

49 WEALTH MANAGEMENT, LLC

4.33K

Jun 30, 26

+4.33K

0.00%

HARBOUR INVESTMENTS, INC.

4.33K

Jun 30, 26

+207

0.00%

Harbour Capital Advisors, LLC

4.32K

Jun 30, 26

-110

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.32K

Jun 30, 26

+46

0.00%

Cape Investment Advisory, Inc.

4.29K

Jun 30, 26

+551

0.00%

DAYMARK WEALTH PARTNERS, LLC

4.29K

Jun 30, 26

-104

0.00%

National Philanthropic Trust

4.28K

Jun 30, 26

+4.28K

0.00%

Maloon Powers Pitre Higgins & Dennehy, LLC

4.25K

Jun 30, 26

+4.25K

0.00%

MASSMUTUAL TRUST CO FSB/ADV

4.24K

Jun 30, 26

-4

0.00%

Prime Capital Investment Advisors, LLC

4.22K

Jun 30, 26

+299

0.00%

Continuum Advisory, LLC

4.21K

Jun 30, 26

+269

0.00%

MARIPAU WEALTH MANAGEMENT LLC

4.20K

Jun 30, 26

+78

0.00%

Hickory Point Bank & Trust

4.17K

Jun 30, 26

0.00%

Elevation Wealth Management LLC

4.16K

Jun 30, 26

+23

0.00%

SHEETS SMITH WEALTH MANAGEMENT

4.14K

Jun 30, 26

-71

0.00%

ASPIRIANT, LLC

4.14K

Jun 30, 26

+478

0.00%

JT Stratford LLC

4.14K

Jun 30, 26

-994

0.00%

Vann Equity Management LLC

4.09K

Jun 30, 26

+49

0.00%

Redwood Investment Management, LLC

4.04K

Jun 30, 26

+511

0.00%

Plante Moran Financial Advisors, LLC

4.04K

Jun 30, 26

+2.19K

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

4.00K

Jun 30, 26

-96

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

4.00K

Jun 30, 26

+952

0.00%

Blue Capital, Inc.

3.97K

Jun 30, 26

+3.97K

0.00%

Advisory Alpha, LLC

3.95K

Jun 30, 26

+1.12K

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

3.90K

Jun 30, 26

+868

0.00%

Hilltop National Bank

3.88K

Jun 30, 26

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

3.85K

Jun 30, 26

-3.95K

0.00%

Fiscal Wisdom Wealth Management, LLC

3.81K

Jun 30, 26

+581

0.00%

Gallagher Fiduciary Advisors, LLC

3.80K

Jun 30, 26

-32

0.00%

Krilogy Financial LLC

3.79K

Jun 30, 26

+320

0.00%

Kelly Financial Services LLC

3.78K

Jun 30, 26

+95

0.00%

Cooper Financial Group

3.78K

Jun 30, 26

-1

0.00%

Unified Investment Management

3.78K

Jun 30, 26

0.00%

Pines Wealth Management, LLC

3.77K

Jun 30, 26

+102

0.00%

PUREfi Wealth, LLC

3.75K

Jun 30, 26

+91

0.00%

MISSION WEALTH MANAGEMENT, LP

3.74K

Jun 30, 26

+577

0.00%

Fidelis Capital Partners, LLC

3.74K

Jun 30, 26

+50

0.00%

OLD NATIONAL BANCORP /IN/

3.69K

Jun 30, 26

-139

0.00%

Guidance Point Advisors, LLC

3.66K

Jun 30, 26

0.00%

Wolff Financial Management LLC

3.65K

Jun 30, 26

-34

0.00%

ALLIANCEBERNSTEIN L.P.

3.62K

Jun 30, 26

+3.62K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

3.62K

Jun 30, 26

0.00%

Helen Stephens Group, LLC

3.58K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

3.58K

Jun 30, 26

+3.58K

0.00%

DOLIVER ADVISORS, LP

3.57K

Jun 30, 26

0.00%

Hanlon Investment Management, Inc.

3.57K

Jun 30, 26

-262

0.00%

Arvest Bank Trust Division

3.56K

Jun 30, 26

+3.56K

0.00%

TCG Advisory Services, LLC

3.56K

Jun 30, 26

+208

0.00%

Fermata Advisors, LLC

3.55K

Jun 30, 26

+210

0.00%

THEORY FINANCIAL LLC

3.54K

Jun 30, 26

-32

0.00%

BLUEDOOR PRIVATE WEALTH, LLC

3.52K

Jun 30, 26

-1.60K

0.00%

FSA Advisors, Inc.

3.52K

Jun 30, 26

+155

0.00%

Triangle Securities Wealth Management

3.51K

Jun 30, 26

+224

0.00%

GHP Investment Advisors, Inc.

3.51K

Jun 30, 26

-47

0.00%

FULTON BANK, N.A.

3.50K

Jun 30, 26

-4

0.00%

CENTAURUS FINANCIAL, INC.

3.46K

Jun 30, 26

-12.20K

0.00%

CGN Advisors LLC

3.46K

Jun 30, 26

+68

0.00%

Milestone Asset Management Group, LLC

3.45K

Jun 30, 26

+15

0.00%

Waldron Private Wealth LLC

3.44K

Jun 30, 26

0.00%

Evanson Financial, LLC

3.43K

Jun 30, 26

+3.43K

0.00%

Connecticut Wealth Management, LLC

3.42K

Jun 30, 26

-160

0.00%

Moors & Cabot, Inc.

3.38K

Jun 30, 26

+3.38K

0.00%

Aspire Capital Advisors LLC

3.35K

Jun 30, 26

0.00%

Allworth Financial LP

3.35K

Jun 30, 26

+462

0.00%

Bragg Financial Advisors, Inc

3.33K

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

3.26K

Jun 30, 26

-14

0.00%

CONNING INC.

3.25K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

3.24K

Jun 30, 26

+780

0.00%

Heartwood Wealth Advisors LLC

3.23K

Jun 30, 26

+294

0.00%

XY Planning Network, Inc.

3.22K

Jun 30, 26

+485

0.00%

LIFELONG WEALTH ADVISORS, INC.

3.21K

Jun 30, 26

-361

0.00%

Laurel Wealth Advisors LLC

3.21K

Jun 30, 26

0.00%

Sterling Group Wealth Management, LLC

3.19K

Jun 30, 26

+3.19K

0.00%

Urban Financial Advisory Corp

3.17K

Jun 30, 26

-604

0.00%

SEEDS INVESTOR LLC

3.17K

Jun 30, 26

-4.39K

0.00%

Tempus Wealth Planning, LLC

3.15K

Jun 30, 26

-193

0.00%

Modera Wealth Management, LLC

3.13K

Jun 30, 26

+113

0.00%

MEITAV INVESTMENT HOUSE LTD

3.12K

Jun 30, 26

+3.12K

0.00%

Brand Asset Management Group, Inc.

3.10K

Jun 30, 26

+494

0.00%

Ledyard National Bank

3.09K

Jun 30, 26

-144

0.00%

Perennial Investment Advisors, LLC

3.07K

Jun 30, 26

0.00%

Spinnaker Investment Group, LLC

3.06K

Jun 30, 26

+3.06K

0.00%

Pettinga Financial Advisors, LLC

3.06K

Jun 30, 26

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

3.06K

Jun 30, 26

-3.80K

0.00%

Walkner Condon Financial Advisors LLC

3.01K

Jun 30, 26

+710

0.00%

CHARTER RESEARCH & INVESTMENT GROUP, INC.

3.00K

Jun 30, 26

+21

0.00%

STRATEGY ASSET MANAGERS LLC

2.99K

Jun 30, 26

+2.99K

0.00%

Summit Financial Strategies, Inc.

2.98K

Jun 30, 26

+140

0.00%

Mission Financial Group, LLC

2.98K

Jun 30, 26

+2.98K

0.00%

GeoWealth Management, LLC

2.96K

Jun 30, 26

+159

0.00%

PATTEN & PATTEN INC/TN

2.95K

Jun 30, 26

0.00%

LongView Wealth Management

2.94K

Jun 30, 26

-258

0.00%

Elevated Financial Group LLC

2.90K

Jun 30, 26

-106

0.00%

FORTRESS FINANCIAL GROUP, LLC

2.89K

Jun 30, 26

0.00%

Sequent Planning LLC

2.89K

Jun 30, 26

+148

0.00%

Atlatl Advisers LLC

2.89K

Jun 30, 26

+200

0.00%

STEPHEN J. GARRY & ASSOCIATES, LLC

2.89K

Jun 30, 26

0.00%

TD Capital Management LLC

2.88K

Jun 30, 26

-421

0.00%

Main Street Financial Solutions, LLC

2.87K

Jun 30, 26

0.00%

CIBC Bancorp USA Inc.

2.85K

Jun 30, 26

+1.04K

0.00%

Strathmore Capital Advisors, Inc.

2.83K

Jun 30, 26

+523

0.00%

Talisman Wealth Advisors LLC

2.81K

Jun 30, 26

+2.81K

0.00%

BESSEMER GROUP INC

2.81K

Jun 30, 26

0.00%

Midwest Heritage Bank, FSB

2.81K

Jun 30, 26

0.00%

XTX Topco Ltd

2.79K

Jun 30, 26

+2.79K

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

2.78K

Jun 30, 26

0.00%

Wedmont Private Capital

2.78K

Jun 30, 26

-87

0.00%

Hurlow Wealth Management Group, Inc.

2.78K

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

2.76K

Jun 30, 26

0.00%

Vident Advisory, LLC

2.76K

Jun 30, 26

-578

0.00%

Rollins Financial Advisors, LLC

2.74K

Jun 30, 26

0.00%

ERn Financial, LLC

2.71K

Jun 30, 26

+16

0.00%

Rossby Financial, LCC

2.69K

Jun 30, 26

-113

0.00%

FOCUSED ALPHA, LLC

2.68K

Jun 30, 26

0.00%

FLC Capital Advisors

2.67K

Jun 30, 26

0.00%

SCOTIA CAPITAL INC.

2.67K

Jun 30, 26

+239

0.00%

Madison Wealth Partners, Inc

2.66K

Jun 30, 26

-1

0.00%

CORTLAND ASSOCIATES INC/MO

2.61K

Jun 30, 26

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

2.61K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

2.61K

Jun 30, 26

-858

0.00%

Index Technologies Group LLC

2.61K

Jun 30, 26

-10

0.00%

Hemenway Trust Co LLC

2.60K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

2.60K

Jun 30, 26

+2.56K

0.00%

CURTIS WEALTH MANAGEMENT LLC

2.59K

Jun 30, 26

+13

0.00%

Legacy Wealth Asset Management, LLC

2.59K

Jun 30, 26

0.00%

CERTUITY, LLC

2.58K

Jun 30, 26

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

2.57K

Jun 30, 26

0.00%

SUTTON PLACE INVESTORS LLC

2.57K

Jun 30, 26

-109

0.00%

LANE BROTHERS & CO INC

2.55K

Jun 30, 26

-142

0.00%

KFA Private Wealth Group, LLC

2.55K

Jun 30, 26

-250

0.00%

KELLY FINANCIAL GROUP LLC

2.54K

Jun 30, 26

+16

0.00%

Quartz Partners, LLC

2.52K

Jun 30, 26

-16

0.00%

NOVUS ADVISORS, LLC

2.51K

Jun 30, 26

-203

0.00%

Provenance Wealth Advisors, LLC

2.50K

Jun 30, 26

0.00%

Retirement Solution Inc.

2.50K

Jun 30, 26

+11

0.00%

EHRLICH FINANCIAL GROUP

2.50K

Jun 30, 26

-1.96K

0.00%

JGP Wealth Management, LLC

2.48K

Jun 30, 26

-77

0.00%

Synergy Financial Group, LTD

2.47K

Jun 30, 26

0.00%

ALTFEST L J & CO INC

2.47K

Jun 30, 26

0.00%

Bonfire Financial

2.47K

Jun 30, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

2.46K

Jun 30, 26

+90

0.00%

My Personal CFO, LLC

2.45K

Jun 30, 26

0.00%

Venture Visionary Partners LLC

2.44K

Jun 30, 26

+2.44K

0.00%

Resurgent Financial Advisors LLC

2.42K

Jun 30, 26

-39

0.00%

McGlone Suttner Wealth Management, Inc.

2.42K

Jun 30, 26

0.00%

WEALTHGARDEN F.S. LLC

2.39K

Jun 30, 26

+262

0.00%

Goldstein Advisors, LLC

2.39K

Jun 30, 26

-26

0.00%

Yoffe Investment Management, LLC

2.36K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

2.35K

Jun 30, 26

0.00%

Goelzer Investment Management, Inc.

2.35K

Jun 30, 26

+408

0.00%

Fonville Wealth Management LLC

2.35K

Jun 30, 26

-30

0.00%

Clear Retirement Advice LLC

2.33K

Jun 30, 26

0.00%

Cedarwood Wealth LLC

2.33K

Jun 30, 26

0.00%

Proactive Wealth Strategies LLC

2.32K

Jun 30, 26

+19

0.00%

Williams Jones Wealth Management, LLC.

2.32K

Jun 30, 26

+24

0.00%

Beacon Financial Advisory LLC

2.31K

Jun 30, 26

-10

0.00%

Orin Green Financial, LLC

2.31K

Jun 30, 26

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.28K

Jun 30, 26

+23

0.00%

Global Wealth Strategies & Associates

2.28K

Jun 30, 26

-166

0.00%

Walleye Partners, LLC

2.27K

Jun 30, 26

0.00%

JMG Financial Group, Ltd.

2.26K

Jun 30, 26

-155

0.00%

Bernicke Wealth Management, Ltd.

2.23K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.22K

Jun 30, 26

-55

0.00%

Wealthcare Advisory Partners LLC

2.20K

Jun 30, 26

+2.20K

0.00%

TritonPoint Partners, LLC

2.18K

Jun 30, 26

-244

0.00%

Cornerstone Wealth Management, LLC

2.17K

Jun 30, 26

+39

0.00%

A4 Wealth Advisors LLC

2.13K

Jun 30, 26

-222

0.00%

Neumann Capital Management, LLC

2.13K

Jun 30, 26

0.00%

CRA Financial Services, LLC

2.13K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

2.12K

Jun 30, 26

0.00%

Stirlingshire Investments, Inc.

2.11K

Jun 30, 26

-111

0.00%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

2.10K

Jun 30, 26

+150

0.00%

Sanchez Gaunt Capital Management, LLC

2.10K

Jun 30, 26

+51

0.00%

Freestone Capital Holdings, LLC

2.10K

Jun 30, 26

0.00%

Networth Advisors, LLC

2.08K

Jun 30, 26

-98

0.00%

Financial Partners Group, Inc

2.08K

Jun 30, 26

+33

0.00%

Winthrop Advisory Group LLC

2.08K

Jun 30, 26

+2.08K

0.00%

FORVIS Wealth Advisors, LLC

2.08K

Jun 30, 26

+2.08K

0.00%

Centerline Wealth Advisors, LLC

2.07K

Jun 30, 26

-113

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

2.07K

Jun 30, 26

-103

0.00%

Veracity Capital LLC

2.01K

Jun 30, 26

+46

0.00%

NWAM LLC

1.99K

Jun 30, 26

-244

0.00%

Accretive Wealth Partners, LLC

1.99K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

1.99K

Jun 30, 26

0.00%

Watchman Group, Inc.

1.98K

Jun 30, 26

-64

0.00%

FLAGSTAR ADVISORS INC.

1.97K

Jun 30, 26

+26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.97K

Jun 30, 26

0.00%

AA Financial Advisors, LLC

1.93K

Jun 30, 26

+113

0.00%

FIRST FINANCIAL CORP /IN/

1.93K

Jun 30, 26

-23

0.00%

Journey Beyond Wealth, LLC

1.93K

Jun 30, 26

+80

0.00%

MARINO, STRAM & ASSOCIATES LLC

1.92K

Jun 30, 26

+1.92K

0.00%

DRIVE WEALTH MANAGEMENT, LLC

1.92K

Jun 30, 26

+1.92K

0.00%

XML Financial, LLC

1.91K

Jun 30, 26

+15

0.00%

SCS Capital Management LLC

1.91K

Jun 30, 26

-2.87K

0.00%

Opal Wealth Advisors, LLC

1.91K

Jun 30, 26

+63

0.00%

RENAISSANCE TECHNOLOGIES LLC

1.90K

Jun 30, 26

-3.80K

0.00%

HBK Sorce Advisory LLC

1.90K

Jun 30, 26

0.00%

NorthLanding Financial Partners, LLC

1.90K

Jun 30, 26

0.00%

POM Investment Strategies, LLC

1.89K

Jun 30, 26

+1.02K

0.00%

Essex Savings Bank

1.89K

Jun 30, 26

-39

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.88K

Jun 30, 26

-14.08K

0.00%

SHUFRO ROSE & CO LLC

1.88K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

1.87K

Jun 30, 26

-165

0.00%

Tailwinds Wealth, LLC

1.86K

Jun 30, 26

+1.86K

0.00%

Destination Wealth Management

1.85K

Jun 30, 26

+1.85K

0.00%

MEANS INVESTMENT CO., INC.

1.84K

Jun 30, 26

+14

0.00%

Alhambra Investment Partners LLC

1.83K

Jun 30, 26

0.00%

Stokes Family Office, LLC

1.81K

Jun 30, 26

-1.39K

0.00%

Intelligence Driven Advisers, LLC

1.81K

Jun 30, 26

0.00%

CHANNEL WEALTH LLC

1.79K

Jun 30, 26

-367

0.00%

Heritage Family Offices, LLP

1.79K

Jun 30, 26

-614

0.00%

Pacific Excel Wealth Advisors, Inc.

1.79K

Jun 30, 26

+1.79K

0.00%

Financial Services Advisory Inc

1.77K

Jun 30, 26

+1.77K

0.00%

NTV ASSET MANAGEMENT LLC

1.77K

Jun 30, 26

+1.77K

0.00%

NBH Bank

1.75K

Jun 30, 26

+1.75K

0.00%

PKS Advisory Services, LLC

1.75K

Jun 30, 26

+1.75K

0.00%

Hudson Portfolio Management LLC

1.75K

Jun 30, 26

-90

0.00%

Joel Isaacson & Co., LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Cornerstone Wealth, LLC/TN

1.74K

Jun 30, 26

-13.10K

0.00%

REAP Financial Group, LLC

1.73K

Jun 30, 26

0.00%

Hobart Private Capital, LLC

1.73K

Jun 30, 26

-1.56K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

Single Point Partners, LLC

1.71K

Jun 30, 26

+1.71K

0.00%

Bedminster, LLC

1.71K

Jun 30, 26

-667

0.00%

BSW Wealth Partners

1.69K

Jun 30, 26

+1.69K

0.00%

Resonant Capital Advisors, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

Maple Capital Management, Inc.

1.66K

Jun 30, 26

+1.66K

0.00%

Osbon Capital Management LLC

1.66K

Jun 30, 26

-1

0.00%

Delta Investment Management, LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Storen Legacy Partners, LLC

1.64K

Jun 30, 26

+1.64K

0.00%

Cassilly Financial Group LLC

1.64K

Jun 30, 26

+1.64K

0.00%

Verum Partners LLC

1.63K

Jun 30, 26

+1.63K

0.00%

Tranquility Partners, LLC

1.63K

Jun 30, 26

+1.63K

0.00%

Fiduciary Alliance LLC

1.62K

Jun 30, 26

+1.62K

0.00%

Ausdal Financial Partners, Inc.

1.62K

Jun 30, 26

+1.62K

0.00%

Sage Mountain Advisors LLC

1.62K

Jun 30, 26

0.00%

OneAscent Financial Services LLC

1.61K

Jun 30, 26

+1.61K

0.00%

Alpine Bank Wealth Management

1.60K

Jun 30, 26

+1.60K

0.00%

Capital Advisor Network LLC

1.56K

Jun 30, 26

+92

0.00%

Rosenberg Matthew Hamilton

1.56K

Jun 30, 26

-656

0.00%

ARCADIA INVESTMENT ADVISORS LLC

1.50K

Jun 30, 26

0.00%

New Republic Capital, LLC

1.49K

Jun 30, 26

+38

0.00%

KERR FINANCIAL PLANNING Corp

1.48K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.48K

Jun 30, 26

-1.22K

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

1.36K

Jun 30, 26

+1.36K

0.00%

Strategic Investment Solutions, Inc. /IL

1.30K

Jun 30, 26

+1.26K

0.00%

WEBSTER BANK, N. A.

1.29K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.29K

Jun 30, 26

+1.05K

0.00%

Vanguard National Trust Co

1.27K

Jun 30, 26

-115

0.00%

Balentine LLC

1.22K

Jun 30, 26

-2.51K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.21K

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

1.12K

Jun 30, 26

+1.12K

0.00%

GAMMA Investing LLC

1.11K

Jun 30, 26

+10

0.00%

CITY HOLDING CO

1.10K

Jun 30, 26

+1.10K

0.00%

Russell Investments Group, Ltd.

1.09K

Jun 30, 26

+1.05K

0.00%

LifeSteps Financial, Inc.

1.08K

Jun 30, 26

+1.08K

0.00%

Hanson & Doremus Investment Management

1.07K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.07K

Jun 30, 26

+1.07K

0.00%

VANGUARD ADVISERS INC

1.07K

Jun 30, 26

-84

0.00%

Moisand Fitzgerald Tamayo, LLC

1.06K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.05K

Jun 30, 26

+332

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

990

Jun 30, 26

-397

0.00%

Rice Partnership, LLC

988

Jun 30, 26

+738

0.00%

Pinnacle Bancorp, Inc.

973

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

972

Jun 30, 26

0.00%

Dynamic Wealth Strategies, LLC

967

Jun 30, 26

0.00%

Peterson Wealth Services

960

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

949

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

935

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

902

Jun 30, 26

0.00%

WHITTIER TRUST CO

900

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

894

Jun 30, 26

0.00%

MeadowBrook Investment Advisors LLC

891

Jun 30, 26

0.00%

MCF Advisors LLC

868

Jun 30, 26

+868

0.00%

Wealth Enhancement Trust Services, Inc.

835

Jun 30, 26

+30

0.00%

FINANCIAL CONSULATE, INC

830

Jun 30, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

749

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

740

Jun 30, 26

+653

0.00%

Tidemark, LLC

728

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

725

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

713

Jun 30, 26

-923

0.00%

BALLAST ADVISORS LLC

681

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

647

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

639

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

639

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

637

Jun 30, 26

-310

0.00%

Mowery & Schoenfeld Wealth Management, LLC

609

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

601

Jun 30, 26

-2.65K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

571

Jun 30, 26

+59

0.00%

Downshift Financial, LLC

563

Jun 30, 26

+563

0.00%

Leo H. Evart, Inc.

543

Jun 30, 26

0.00%

Larson Financial Group LLC

536

Jun 30, 26

-936

0.00%

Allspring Global Investments Holdings, LLC

530

Jun 30, 26

0.00%

Kings Path Partners LLC

520

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

519

Jun 30, 26

0.00%

Clark Wealth Partners

504

Jun 30, 26

-7

0.00%

SALEM INVESTMENT COUNSELORS INC

502

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

495

Jun 30, 26

+495

0.00%

HighMark Wealth Management LLC

484

Jun 30, 26

-14

0.00%

Coston, McIsaac & Partners

480

Jun 30, 26

0.00%

Highland Investment Advisors LLC

479

Jun 30, 26

+479

0.00%

Glass Jacobson Investment Advisors llc

454

Jun 30, 26

0.00%

Integrity Financial Corp /WA

437

Jun 30, 26

0.00%

West Financial Advisors, LLC

430

Jun 30, 26

0.00%

Hughes Financial Services, LLC

426

Jun 30, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

422

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

403

Jun 30, 26

+403

0.00%

Financial Gravity Companies, Inc.

397

Jun 30, 26

+397

0.00%

Frazier Financial Advisors, LLC

393

Jun 30, 26

-100

0.00%

AMERIFLEX GROUP, INC.

379

Jun 30, 26

-18

0.00%

Colonial Trust Co / SC

372

Jun 30, 26

+10

0.00%

CVA Family Office, LLC

366

Jun 30, 26

0.00%

Collier Financial

353

Jun 30, 26

0.00%

Asset Dedication, LLC

340

Jun 30, 26

+227

0.00%

NorthAvenue LLC

340

Jun 30, 26

-24

0.00%

Dunhill Financial, LLC

333

Jun 30, 26

-186

0.00%

Wellington Grp LLC

332

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

324

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

324

Jun 30, 26

0.00%

AlphaCore Capital LLC

318

Jun 30, 26

-15

0.00%

Silver Grove Financial Group, Inc.

311

Jun 30, 26

+311

0.00%

Brooklyn FI, LLC

305

Jun 30, 26

+305

0.00%

Lavaca Capital LLC

303

Jun 30, 26

+303

0.00%

Innovative Asset Advisors Group, LLC

302

Jun 30, 26

0.00%

Coastline Trust Co

282

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

281

Jun 30, 26

-21

0.00%

MARYLAND CAPITAL ADVISORS INC.

280

Jun 30, 26

+280

0.00%

Barnes Dennig Private Wealth Management LLC

278

Jun 30, 26

0.00%

Breakwater Investment Management

275

Jun 30, 26

0.00%

Crewe Advisors LLC

272

Jun 30, 26

+198

0.00%

Signature Equity Partners, LLC

251

Jun 30, 26

+14

0.00%

Riverview Trust Co

248

Jun 30, 26

0.00%

Imprint Wealth LLC

248

Jun 30, 26

-186

0.00%

Oakmont Advisory Group, LLC

247

Jun 30, 26

+247

0.00%

BROWN BROTHERS HARRIMAN & CO

246

Jun 30, 26

0.00%

Richardson Capital Management LLC

245

Jun 30, 26

0.00%

TSFG, LLC

243

Jun 30, 26

-63

0.00%

TIAA Wealth Investment Management LLC

243

Jun 30, 26

+243

0.00%

ST GERMAIN D J CO INC

234

Jun 30, 26

0.00%

Bangor Savings Bank

227

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

219

Jun 30, 26

+219

0.00%

ADIRONDACK TRUST CO

199

Jun 30, 26

0.00%

ATWOOD & PALMER INC

195

Jun 30, 26

0.00%

ROGCO, LP

188

Jun 30, 26

0.00%

Hamrick Investment Counsel, llc

185

Jun 30, 26

-865

0.00%

Nova Wealth Management, Inc.

183

Jun 30, 26

0.00%

EPG Wealth Management LLC

179

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

178

Jun 30, 26

0.00%

Archer Investment Corp

178

Jun 30, 26

+178

0.00%

Walsh & Associates, LLC

175

Jun 30, 26

0.00%

Park Place Capital Corp

173

Jun 30, 26

0.00%

WealthCollab, LLC

173

Jun 30, 26

0.00%

HOWE & RUSLING INC

173

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

170

Jun 30, 26

-160

0.00%

Timbuktu Capital Management, LLC

169

Jun 30, 26

+169

0.00%

Atlantic Edge Private Wealth Management, LLC

165

Jun 30, 26

-25

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

162

Jun 30, 26

0.00%

Triumph Capital Management

155

Jun 30, 26

0.00%

Bravera Wealth

147

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

137

Jun 30, 26

0.00%

SHP Wealth Management

135

Jun 30, 26

+113

0.00%

GILL CAPITAL PARTNERS, LLC

128

Jun 30, 26

0.00%

Addison Advisors LLC

125

Jun 30, 26

-818

0.00%

Planning Strategies Inc.

121

Jun 30, 26

+121

0.00%

Bernard Wealth Management Corp.

120

Jun 30, 26

0.00%

Arlington Trust Co LLC

119

Jun 30, 26

-26

0.00%

Center for Financial Planning, Inc.

110

Jun 30, 26

0.00%

Glassman Wealth Services

109

Jun 30, 26

0.00%

Hurley Capital, LLC

102

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

100

Jun 30, 26

0.00%

Smithfield Trust Co

100

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+53

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-39

0.00%

Advocate Investing Services LLC

Jun 30, 26

+89

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

Jun 30, 26

+84

0.00%

Operose Advisors LLC

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

Jun 30, 26

+79

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

+78

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

Roxbury Financial LLC

Jun 30, 26

0.00%

Millstone Evans Group, LLC

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

+11

0.00%

VIMA LLC

Jun 30, 26

+56

0.00%

Align Financial, LLC

Jun 30, 26

0.00%

Horizon Investments, LLC

Jun 30, 26

-52

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

+44

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

+39

0.00%

Topsail Wealth Management, LLC

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Sachetta, LLC

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

+28

0.00%

Founders Capital Management

Jun 30, 26

+31

0.00%

Trust Co

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

+10

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

+27

0.00%

Strive Financial Group ,LLC

Jun 30, 26

+27

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

+15

0.00%

Grove Bank & Trust

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

GODSEY & GIBB, INC

Jun 30, 26

0.00%

Markowski Investments

Jun 30, 26

+15

0.00%

Wilkerson Advisory Group LLC

Jun 30, 26

+14

0.00%

ARVEST INVESTMENTS, INC.

Jun 30, 26

+13

0.00%

Provident Wealth Management, LLC

Jun 30, 26

0.00%

United Financial Planning Group LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-24

0.00%

Richmond Investment Services, LLC

Jun 30, 26

-7.89K

Wells Financial Advisors INC

Jun 30, 26

-295

Missouri Trust & Investment Co

Jun 30, 26

-460

Team Financial Group, LLC

Jun 30, 26

-415

True Link Financial Advisors, LLC

Jun 30, 26

-67

JANE STREET GROUP, LLC

Jun 30, 26

-73.35K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-2.96K

Strategic Financial Concepts, LLC

Jun 30, 26

-2.23K

Cobblestone Asset Management LLC

Jun 30, 26

-48.64K

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

-487

TopTier Wealth Management, LLC

Jun 30, 26

-107

M Holdings Securities, Inc.

Jun 30, 26

-10.03K

EVOKE WEALTH, LLC

Jun 30, 26

-33.81K

Sound Income Strategies, LLC

Jun 30, 26

-1.36K

GTS SECURITIES LLC

Jun 30, 26

-16.79K

CHELSEA COUNSEL CO

Jun 30, 26

-13

OGOREK ANTHONY JOSEPH /NY/ /ADV

Jun 30, 26

-65

Smallwood Wealth Investment Management, LLC

Jun 30, 26

-79

Aventura Private Wealth, LLC

Jun 30, 26

-284

Cornerstone Wealth Group, LLC

Jun 30, 26

-1.74K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-527

PROTECTIVE LIFE CORP

Jun 30, 26

-254

ESL Trust Services, LLC

Jun 30, 26

-15

Legacy Capital Wealth Partners, LLC

Jun 30, 26

-8.84K

Vermillion & White Wealth Management Group, LLC

Jun 30, 26

-1.53K

Philadelphia Investment Partners, LLC

Jun 30, 26

-446

Town Capital LLC

Jun 30, 26

-2.26K

HARDING LOEVNER LP

Jun 30, 26

-3.24K

Hilton Head Capital Partners, LLC

Jun 30, 26

-21

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-22.06K

Concorde Asset Management, LLC

Jun 30, 26

-27.59K

Activest Wealth Management

Jun 30, 26

-536

Global Assets Advisory, LLC

Jun 30, 26

-573

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-1.10K

Magnolia Wealth Management, LLC

Jun 30, 26

-161

ESG Planning

Jun 30, 26

-21.55K

ADVISORTRUST PARTNERS, LLC

Jun 30, 26

-1.10K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-60

Golden State Equity Partners

Jun 30, 26

-5.38K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-11.04K

Destiny Wealth Partners, LLC

Jun 30, 26

-465

N.E.W. Advisory Services LLC

Jun 30, 26

-73

SHAKESPEARE WEALTH MANAGEMENT, INC.

Jun 30, 26

-180.70K

SIMPLEX TRADING, LLC

Jun 30, 26

-142

Kozak & Associates, Inc.

Jun 30, 26

-3

WFA of San Diego, LLC

Jun 30, 26

-157

Root Financial Partners, LLC

Jun 30, 26

-327

Intentional Wealth Strategies, LLC

Jun 30, 26

-36

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-293

Hamilton Point Investment Advisors, LLC

Jun 30, 26

-326

Capital Asset Managemnet, LLC

Jun 30, 26

-11.55K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-1.34K

CWM, LLC

144.51K

Mar 31, 26

-24.12K

0.16%

Mill Creek Capital Advisors, LLC

88.50K

Mar 31, 26

-360

0.10%

True Vision MN LLC

45.75K

Mar 31, 26

+40.44K

0.05%

Parkside Financial Bank & Trust

38.23K

Mar 31, 26

-25.05K

0.04%

JOURNEY STRATEGIC WEALTH LLC

36.11K

Mar 31, 26

-39

0.04%

U.S. Capital Wealth Advisors, LLC

31.51K

Mar 31, 26

-27.95K

0.03%

Advus Financial Partners, LLC

22.97K

Mar 31, 26

-2.30K

0.03%

LIFE LINE WEALTH MANAGEMENT LLC

12.01K

Mar 31, 26

+1.07K

0.01%

Skopos Labs, Inc.

11.26K

Mar 31, 26

+11.26K

0.01%

SOL Capital Management CO

10.15K

Mar 31, 26

-30.62K

0.01%

DGS Capital Management, LLC

3.90K

Mar 31, 26

-298

0.00%

Evanson Asset Management, LLC

3.43K

Mar 31, 26

-51

0.00%

Jaffetilchin Investment Partners, LLC

3.26K

Mar 31, 26

+19

0.00%

Bank of Jackson Hole Trust

1.75K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

413

Mar 31, 26

0.00%

Anchor Investment Management, LLC

301

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

TANAKA CAPITAL MANAGEMENT INC

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

-34

SIGNET FINANCIAL MANAGEMENT, LLC

Mar 31, 26

-7.35K

Quent Long Short Global Small Cap Fund, LP

546.86K

Dec 31, 25

+546.86K

0.61%

Covenant Partners, LLC

205.60K

Dec 31, 25

+2.76K

0.23%

COMERICA BANK

58.20K

Dec 31, 25

+6.28K

0.06%

Austin Private Wealth, LLC

50.15K

Dec 31, 25

-35.05K

0.06%

High Falls Advisors, Inc

13.48K

Dec 31, 25

-15.97K

0.01%

Dentgroup LLC

7.96K

Dec 31, 25

+605

0.01%

MLG Wealth Management DBA Pine Grove Financial Group

7.51K

Dec 31, 25

+7.51K

0.01%

MidWestOne Financial Group, Inc.

5.37K

Dec 31, 25

-479

0.01%

FineMark National Bank & Trust

2.99K

Dec 31, 25

+267

0.00%

Clarius Group, LLC

2.50K

Dec 31, 25

0.00%

VANGUARD GROUP INC

2.44K

Dec 31, 25

-242

0.00%

Vantage Financial Partners, LLC

2.36K

Dec 31, 25

+19

0.00%

Total Wealth Planning, LLC

1.95K

Dec 31, 25

-20.25K

0.00%

CIBC Private Wealth Group, LLC

1.80K

Dec 31, 25

-125

0.00%

ORG Partners LLC

1.57K

Dec 31, 25

-1.61K

0.00%

Litman Gregory Wealth Management LLC

723

Dec 31, 25

+723

0.00%

Motiv8 Investments LLC

479

Dec 31, 25

+479

0.00%

TUCKER ASSET MANAGEMENT LLC

359

Dec 31, 25

0.00%

Ransom Advisory, Ltd

131

Dec 31, 25

+131

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Stephens Consulting, LLC

Dec 31, 25

+11

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.68K

Clearview Wealth Advisors LLC

Dec 31, 25

-8.94K

COUNTRY CLUB BANK /GFN

215.55K

Sep 30, 25

-1.59K

0.24%

PINNACLE FINANCIAL PARTNERS INC

107.41K

Sep 30, 25

+9.28K

0.12%

Obsidian Personal Planning Solutions LLC

94.16K

Sep 30, 25

+4.48K

0.10%

Glenmede Investment Management, LP

55.21K

Sep 30, 25

-26

0.06%

Certus Wealth Management, LLC

31.90K

Sep 30, 25

-24.82K

0.04%

Siligmueller & Norvid Wealth Advisors LLC

21.89K

Sep 30, 25

+21.89K

0.02%

Copperleaf Capital, LLC

14.40K

Sep 30, 25

-4.35K

0.02%

SYNOVUS FINANCIAL CORP

6.76K

Sep 30, 25

-382

0.01%

Financial Advocates Investment Management

5.41K

Sep 30, 25

-7.16K

0.01%

Bristlecone Advisors, LLC

3.29K

Sep 30, 25

0.00%

Lion Street Advisors, LLC

2.05K

Sep 30, 25

-1.87K

0.00%

WETHERBY ASSET MANAGEMENT INC

1.93K

Sep 30, 25

0.00%

FULLCIRCLE WEALTH LLC

1.90K

Sep 30, 25

-9.08K

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

1.83K

Sep 30, 25

+22

0.00%

Pineridge Advisors LLC

1.54K

Sep 30, 25

+90

0.00%

Hemington Wealth Management

452

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

447

Sep 30, 25

0.00%

Guerra Advisors Inc

227

Sep 30, 25

+227

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+20

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+43

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-85

AVANTAX ADVISORY SERVICES, INC.

374.19K

Jun 30, 25

+8.88K

0.42%

Atria Wealth Solutions, Inc.

88.42K

Jun 30, 25

-175.32K

0.10%

First Horizon Advisors, Inc.

59.76K

Jun 30, 25

+492

0.07%

Summit X, LLC

53.87K

Jun 30, 25

-28.00K

0.06%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

24.72K

Jun 30, 25

0.03%

My Legacy Advisors, LLC

24.21K

Jun 30, 25

-362

0.03%

Wambolt & Associates, LLC

20.04K

Jun 30, 25

-373

0.02%

Congress Wealth Management LLC / DE /

12.09K

Jun 30, 25

+94

0.01%

Elios Financial Group Inc.

8.00K

Jun 30, 25

-6.10K

0.01%

MONTAG & CALDWELL, LLC

7.73K

Jun 30, 25

+5.44K

0.01%

Horan Securities, Inc.

7.43K

Jun 30, 25

-2.34K

0.01%

Semmax Financial Advisors Inc.

5.54K

Jun 30, 25

-131

0.01%

Martin Worley Group

4.28K

Jun 30, 25

+109

0.00%

Northeast Financial Consultants Inc

3.46K

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.69K

Jun 30, 25

+2.69K

0.00%

Centricity Wealth Management, LLC

522

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

427

Jun 30, 25

-86.87K

0.00%

Christopher J. Hasenberg, Inc

423

Jun 30, 25

0.00%

Family Firm, Inc.

Jun 30, 25

-2.58K

DOHJ, LLC

Jun 30, 25

-31.45K

Orion Portfolio Solutions, LLC

104.94K

Mar 31, 25

-103.97K

0.12%

Spectrum Wealth Counsel, LLC

87.36K

Mar 31, 25

-44.51K

0.10%

Lane & Associates LLC

60.44K

Mar 31, 25

-15.75K

0.07%

GRAYHAWK INVESTMENT STRATEGIES INC.

41.95K

Mar 31, 25

-10.90K

0.05%

COOK WEALTH MANAGEMENT GROUP LLC

10.15K

Mar 31, 25

-761

0.01%

NAPATREE CAPITAL LLC

9.30K

Mar 31, 25

-11.99K

0.01%

Rappaport Reiches Capital Management, LLC

4.67K

Mar 31, 25

0.01%

West Coast Financial LLC

2.67K

Mar 31, 25

0.00%

Monterey Private Wealth, Inc.

2.45K

Mar 31, 25

+2.45K

0.00%

Sandy Spring Bank

767

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

135

Mar 31, 25

+60

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-4.66K

Marcum Wealth, LLC

Mar 31, 25

-3.07K

HTLF Bank

347.31K

Dec 31, 24

-608

0.39%

Private Portfolio Partners LLC

106.53K

Dec 31, 24

+2.26K

0.12%

Edge Capital Group, LLC

47.44K

Dec 31, 24

-496

0.05%

Maxwell Wealth Strategies Inc.

24.26K

Dec 31, 24

+2.51K

0.03%

Anchor Pointe Wealth Management, LLC

14.05K

Dec 31, 24

+14.05K

0.02%

Bison Wealth, LLC

11.80K

Dec 31, 24

-18.85K

0.01%

Peninsula Wealth, LLC

9.46K

Dec 31, 24

-2.35K

0.01%

WR Wealth Planners, LLC

8.71K

Dec 31, 24

-11.06K

0.01%

Maiden Cove Capital, LLC

7.24K

Dec 31, 24

-573

0.01%

BOSTON FINANCIAL MANGEMENT LLC

4.98K

Dec 31, 24

0.01%

TAP Consulting, LLC

2.52K

Dec 31, 24

+17

0.00%

CRITERION CAPITAL ADVISORS, LLC

2.01K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

1.21K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

749

Dec 31, 24

+79

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

180

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

-6

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-26

Axiom Advisory, LLC

5.42M

Sep 30, 24

+455.59K

6.02%

RAYMOND JAMES & ASSOCIATES

353.50K

Sep 30, 24

-4.80K

0.39%

Raymond James Financial Services Advisors, Inc.

226.31K

Sep 30, 24

+9.04K

0.25%

TNF LLC

128.63K

Sep 30, 24

-1.09K

0.14%

Alera Investment Advisors, LLC

65.97K

Sep 30, 24

-11.63K

0.07%

LWMG, LLC

65.83K

Sep 30, 24

+7.80K

0.07%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

46.75K

Sep 30, 24

+15.47K

0.05%

Kowal Investment Group, LLC

28.55K

Sep 30, 24

+168

0.03%

Diversified, LLC

13.77K

Sep 30, 24

+127

0.02%

RAYMOND JAMES TRUST N.A.

11.38K

Sep 30, 24

+185

0.01%

Aspire Wealth Management Corp

11.05K

Sep 30, 24

-965

0.01%

Peterson Financial Group, Inc.

7.48K

Sep 30, 24

-581

0.01%

9258 Wealth Management, LLC

5.51K

Sep 30, 24

-8

0.01%

GYL FINANCIAL SYNERGIES, LLC

4.88K

Sep 30, 24

-22

0.01%

FinTrust Capital Advisors, LLC

3.29K

Sep 30, 24

-645

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

2.92K

Sep 30, 24

+2.92K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

472

Sep 30, 24

+472

0.00%

Family Asset Management, LLC

100

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

Pillar Wealth Advisors, LLC

Sep 30, 24

-7.95K

BlackRock Inc.

3.32M

Jun 30, 24

+1.38M

3.68%

Gratus Capital LLC

105.70K

Jun 30, 24

+4.13K

0.12%

HYMAN CHARLES D

67.09K

Jun 30, 24

-105

0.07%

BUCKINGHAM STRATEGIC WEALTH, LLC

46.19K

Jun 30, 24

-210

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

18.98K

Jun 30, 24

+4.74K

0.02%

TCWP LLC

14.60K

Jun 30, 24

+1.20K

0.02%

GIRARD PARTNERS LTD.

8.01K

Jun 30, 24

-363

0.01%

HERITAGE WEALTH MANAGEMENT, LLC

3.03K

Jun 30, 24

-252

0.00%

Regis Management CO LLC

2.25K

Jun 30, 24

-215

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

382

Jun 30, 24

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

322

Jun 30, 24

0.00%

HoyleCohen, LLC

Jun 30, 24

-2.07K

ICA Group Wealth Management, LLC

Jun 30, 24

-1.82K

CAMBRIDGE TRUST CO

382.61K

Mar 31, 24

+381.95K

0.42%

Cetera Advisor Networks LLC

367.64K

Mar 31, 24

+43.74K

0.41%

Cetera Advisors LLC

199.26K

Mar 31, 24

+57.03K

0.22%

Derbend Asset Management

54.49K

Mar 31, 24

+393

0.06%

Atlas Private Wealth Management

36.28K

Mar 31, 24

+9.13K

0.04%

Crestone Asset Management LLC

34.31K

Mar 31, 24

+1.14K

0.04%

Eudaimonia Partners, LLC

16.05K

Mar 31, 24

+688

0.02%

Benedetti & Gucer, Inc.

15.24K

Mar 31, 24

+229

0.02%

InterOcean Capital Group, LLC

9.82K

Mar 31, 24

-1.05K

0.01%

EUDAIMONIA ADVISORS LLC

4.59K

Mar 31, 24

+143

0.01%

Coppell Advisory Solutions Corp.

2.52K

Mar 31, 24

+2.52K

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-500

WEALTHSOURCE PARTNERS, LLC

391.48K

Dec 31, 23

-141.14K

0.43%

Day & Ennis, LLC

68.61K

Dec 31, 23

-19.59K

0.08%

EisnerAmper Wealth Management Corporate Benefits, LLC

58.86K

Dec 31, 23

-2.47K

0.07%

FOCUS FINANCIAL NETWORK INC /ADV

51.90K

Dec 31, 23

+51.90K

0.06%

WADE G W & INC

48.88K

Dec 31, 23

+4.74K

0.05%

PROVENCE WEALTH MANAGEMENT GROUP

35.78K

Dec 31, 23

-8.99K

0.04%

DFPG INVESTMENTS, LLC

27.83K

Dec 31, 23

+2.18K

0.03%

StrategIQ Financial Group, LLC

26.44K

Dec 31, 23

-951

0.03%

Baystate Wealth Management LLC

20.67K

Dec 31, 23

-12.22K

0.02%

TELEMUS CAPITAL, LLC

10.02K

Dec 31, 23

+2.16K

0.01%

Bridgeworth, LLC

3.90K

Dec 31, 23

+1.00K

0.00%

Rollins Financial

2.88K

Dec 31, 23

-140

0.00%

Bartlett & Co. LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

352.48K

Sep 30, 23

-63.96K

0.39%

DUBUQUE BANK & TRUST CO

334.19K

Sep 30, 23

+11.43K

0.37%

Icon Wealth Partners, LLC

294.35K

Sep 30, 23

-44.03K

0.33%

COLONY GROUP LLC

217.72K

Sep 30, 23

+2.46K

0.24%

BEDEL FINANCIAL CONSULTING INC

125.04K

Sep 30, 23

+125.04K

0.14%

PATHSTONE FAMILY OFFICE, LLC

120.24K

Sep 30, 23

+7.03K

0.13%

COMERICA SECURITIES,INC.

91.36K

Sep 30, 23

-27.99K

0.10%

PRW Wealth Management LLC

18.13K

Sep 30, 23

+18.13K

0.02%

ADVISOR PARTNERS II, LLC

15.99K

Sep 30, 23

+12.33K

0.02%

Truadvice, LLC

9.11K

Sep 30, 23

-14.49K

0.01%

Trellis Advisors, LLC

5.85K

Sep 30, 23

0.01%

Wealth Management Solutions, LLC

5.25K

Sep 30, 23

+1.18K

0.01%

FOSTER DYKEMA CABOT & CO INC/MA

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+28

0.00%

WealthOne, LLC

Sep 30, 23

-2.33K

3D/L Capital Management, LLC

Sep 30, 23

-3.05K

Polaris Wealth Advisory Group, LLC

Sep 30, 23

-34.86K

TIAA, FSB

132.02K

Jun 30, 23

+4.56K

0.15%

BMS Financial Advisors, LLC

22.59K

Jun 30, 23

-20.40K

0.03%

Kistler-Tiffany Companies, LLC

17.07K

Jun 30, 23

-91

0.02%

TimeScale Financial, Inc.

14.56K

Jun 30, 23

+4.05K

0.02%

BDO Wealth Advisors, LLC

7.64K

Jun 30, 23

-95

0.01%

Veritable, L.P.

5.08K

Jun 30, 23

0.01%

Financial Architects, Inc

3.78K

Jun 30, 23

-272

0.00%

Lumature Wealth Partners, LLC

2.92K

Jun 30, 23

-189

0.00%

Endurance Wealth Management, Inc.

305

Jun 30, 23

0.00%

MCMILLION CAPITAL MANAGEMENT INC

270

Jun 30, 23

+270

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-8

Domani Wealth, LLC

45.57K

Mar 31, 23

+5.92K

0.05%

Southern Wealth Management, LLP

40.13K

Mar 31, 23

-12.58K

0.04%

Clear Perspectives Financial Planning, LLC

150

Mar 31, 23

0.00%

CFO4Life, L.P.

75.56K

Dec 31, 22

+75.56K

0.08%

TRUSTCORE FINANCIAL SERVICES, LLC

52.43K

Dec 31, 22

+40.25K

0.06%

SBK Financial, Inc.

13.50K

Dec 31, 22

0.01%

S.C. Financial Services, Inc.

6.67K

Dec 31, 22

-2.19K

0.01%

Laurel Wealth Advisors, Inc.

5.59K

Dec 31, 22

-921

0.01%

Cribstone Capital Management, LLC

717

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

682

Dec 31, 22

+682

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-93

55I, LLC

1.90M

Sep 30, 22

+361.07K

2.11%

BALASA DINVERNO & FOLTZ LLC

244.39K

Sep 30, 22

+42.28K

0.27%

MUFG Americas Holdings Corp

153.11K

Sep 30, 22

-13.31K

0.17%

Spectrum Management Group, LLC

107.11K

Sep 30, 22

+48.49K

0.12%

American Portfolios Advisors

66.79K

Sep 30, 22

+4.34K

0.07%

RGT Wealth Advisors, LLC

42.46K

Sep 30, 22

-55.06K

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

32.15K

Sep 30, 22

+12.40K

0.04%

Legacy Wealth Planning, LLC

22.00K

Sep 30, 22

-188

0.02%

Strategic Asset Management, LLC

13.80K

Sep 30, 22

-253

0.02%

DOWLING & YAHNKE LLC

12.83K

Sep 30, 22

-736

0.01%

Goldstein Munger & Associates

7.92K

Sep 30, 22

0.01%

ACG Wealth

5.96K

Sep 30, 22

+514

0.01%

WESTERN FINANCIAL Corp

5.89K

Sep 30, 22

+2.34K

0.01%

CPWM, LLC

5.75K

Sep 30, 22

0.01%

Covington Capital Management

3.20K

Sep 30, 22

0.00%

REGENTATLANTIC CAPITAL LLC

3.04K

Sep 30, 22

+47

0.00%

KARLINSKI ANDREW C

639

Sep 30, 22

+376

0.00%

SIENA CAPITAL LLC

337

Sep 30, 22

0.00%

MILESTONE WEALTH, LLC

251

Sep 30, 22

0.00%

Surevest, LLC

Sep 30, 22

+55

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+17

0.00%

B. Riley Wealth Management, Inc.

138.90K

Jun 30, 22

+23.38K

0.15%

HYA Advisors, Inc

64.90K

Jun 30, 22

-25.22K

0.07%

HC FINANCIAL ADVISORS INC

17.70K

Jun 30, 22

+210

0.02%

DIXON HUBARD FEINOUR & BROWN INC/VA

15.48K

Jun 30, 22

-288

0.02%

BT Wealth Management LLC

5.02K

Jun 30, 22

+5.02K

0.01%

Private Capital Group, LLC

346

Jun 30, 22

-9.14K

0.00%

Emerson Wealth, LLC

311

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

+15

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-2.19K

ADVISOR PARTNERS LLC

Jun 30, 22

-2.43K

People's United Financial, Inc.

658.75K

Mar 31, 22

-46.88K

0.73%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

16.70K

Mar 31, 22

+565

0.02%

PALLADIUM PARTNERS LLC

12.77K

Mar 31, 22

-275

0.01%

Karn, Couzens & Associates, Inc.

9.19K

Mar 31, 22

+110

0.01%

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

8.89K

Mar 31, 22

-14.80K

0.01%

IndexIQ Advisors LLC

2.89K

Mar 31, 22

-76.50K

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

850

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

242

Mar 31, 22

+242

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-487

Country Club Trust Company, n.a.

361.82K

Dec 31, 21

+1.65K

0.40%

HawsGoodwin Investment Management LLC

183.56K

Dec 31, 21

+4.04K

0.20%

VIVID FINANCIAL MANAGEMENT, INC.

130.38K

Dec 31, 21

+15.68K

0.14%

Biltmore Capital Advisors LLC

111.07K

Dec 31, 21

+9.87K

0.12%

NEXT Financial Group, Inc

60.71K

Dec 31, 21

+28.82K

0.07%

Cassaday & Co Inc.

35.64K

Dec 31, 21

+4.56K

0.04%

Carroll Financial Associates, Inc.

5.75K

Dec 31, 21

+5.75K

0.01%

Doman Group, LLC

2.78K

Dec 31, 21

+2.78K

0.00%

Hayden Royal, LLC

1.53K

Dec 31, 21

+1.53K

0.00%

REILLY FINANCIAL ADVISORS, LLC

145

Dec 31, 21

0.00%

Resource Management, LLC

Dec 31, 21

-3.04K

MANAGED ACCOUNT SERVICES INC

63.06K

Sep 30, 21

-6.83K

0.07%

Ameritas Investment Company, LLC

37.27K

Sep 30, 21

+35.32K

0.04%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

33.70K

Sep 30, 21

+7.57K

0.04%

Cascadia Advisory Services, LLC

24.35K

Sep 30, 21

+3.71K

0.03%

Rinet Co LLC

7.79K

Sep 30, 21

0.01%

Homrich & Berg

3.80K

Sep 30, 21

-89

0.00%

BBVA USA

Sep 30, 21

0.00%

BHF RG Capital Inc.

Sep 30, 21

-4.97K

Pinnacle Wealth Advisors

48.74K

Jun 30, 21

+48.74K

0.05%

BEL AIR INVESTMENT ADVISORS LLC

20.32K

Jun 30, 21

+5.95K

0.02%

AdvicePeriod, LLC

12.97K

Jun 30, 21

-40

0.01%

20/20 Capital Management, Inc.

4.00K

Jun 30, 21

-28

0.00%

Hoover Financial Advisors, Inc.

1.11K

Jun 30, 21

-6

0.00%

Lighthouse Financial Advisors, Inc.

28.38K

Mar 31, 21

+3.26K

0.03%

TCF National Bank

20.70K

Mar 31, 21

-1.99K

0.02%

ROWLAND CARMICHAEL ADVISORS INC /ADV

24.72K

Dec 31, 20

+876

0.03%

NewFocus Financial Group, LLC

12.29K

Dec 31, 20

-594

0.01%

OLD MISSION CAPITAL, LLC

9.79K

Dec 31, 20

+9.79K

0.01%

SVA Wealth Management, LLC

6.02K

Dec 31, 20

-108

0.01%

BAINCO INTERNATIONAL INVESTORS

4.50K

Dec 31, 20

0.00%

Reby Advisors, LLC

740

Dec 31, 20

+740

0.00%

ETRADE Capital Management LLC

1.16M

Sep 30, 20

+241.06K

1.29%

First Allied Advisory Services, Inc.

92.98K

Sep 30, 20

+4.04K

0.10%

LifePlan Financial Group, Inc

64.91K

Sep 30, 20

+429

0.07%

Confluence Wealth Management LLC

3.43K

Sep 30, 20

-50.77K

0.00%

Stearns Financial Services Group

1.24K

Sep 30, 20

+82

0.00%

Watson Rebecca

Sep 30, 20

-50

Starfire Investment Advisers, Inc.

22.98K

Jun 30, 20

+20

0.03%

Lenox Wealth Management, Inc.

1.73K

Jun 30, 20

+1.73K

0.00%

TRUEWEALTH LLC

1.23K

Jun 30, 20

0.00%

STRALEM & CO INC

529

Jun 30, 20

-311

0.00%

Squar Milner Financial Services LLC

9.81K

Mar 31, 20

-3.40K

0.01%

Fiduciary Trust Co International of Pennsylvania

4.91K

Mar 31, 20

+4.91K

0.01%

GQ Asset Management, LLC

Mar 31, 20

-88

0.00%

Willingdon Wealth Management

Mar 31, 20

-514

LADENBURG THALMANN FINANCIAL SERVICES INC.

130.99K

Dec 31, 19

-8.46K

0.15%

Advisor Group, Inc.

44.41K

Dec 31, 19

+2.76K

0.05%

Torch Wealth Management LLC

26.80K

Dec 31, 19

-950

0.03%

BB&T SECURITIES, LLC

111.22K

Sep 30, 19

+2.34K

0.12%

SUNTRUST BANKS INC

33.52K

Sep 30, 19

-1.28K

0.04%

CHEMICAL BANK

18.30K

Jun 30, 19

-3.15K

0.02%

HL FINANCIAL SERVICES LLC

19.16K

Mar 31, 19

+1.72K

0.02%

Steinberg Global Asset Management

6.07K

Mar 31, 19

-985

0.01%

NEXT Financial Holdings

151

Mar 31, 19

+151

0.00%

Clarfeld Financial Advisors, LLC

350

Dec 31, 18

+350

0.00%

Edge Advisors, LLC

2.15K

Jun 30, 18

-75

0.00%

DENVER INVESTMENT ADVISORS LLC

8.41K

Mar 31, 18

+288

0.01%

Huntington Steele LLC

2.71K

Mar 31, 18

0.00%

Hefty Wealth Partners

2.44K

Mar 31, 18

+1.64K

0.00%

GFS Private Wealth, LLC

18.13K

Dec 31, 17

+18.13K

0.02%

BB&T INVESTMENT SERVICES, INC.

4.17K

Dec 31, 17

+652

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-5.01K

NATIONAL PLANNING CORP

Dec 31, 17

-9.78K

ROBERTSON STEPHENS ADVISORS LLC

26.27K

Sep 30, 17

-665

0.03%

Commonwealth Equity Services, Inc

63.49K

Jun 30, 17

+12.40K

0.07%

Kissinger Financial Services LLC

47.78K

Jun 30, 17

+680

0.05%

WFG Advisors, LP

500

Jun 30, 17

0.00%

JANUS HENDERSON INVESTORS US LLC

33.57K

Mar 31, 17

+33.57K

0.04%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

+41

0.00%

MSI Financial Services Inc

6.29K

Dec 31, 16

+1.52K

0.01%

KANALY TRUST CO

406

Dec 31, 16

0.00%

ADVISOR CONSULTANT NETWORK INC

412.48K

Sep 30, 16

+412.48K

0.46%

MONTAGE INVESTMENTS, LLC

450

Sep 30, 16

+450

0.00%

SOCIETE GENERALE

224.27K

Jun 30, 16

+224.27K

0.25%

Tactical Allocation Group LLC

3.85K

Jun 30, 16

-43.01K

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-220

Pinnacle Summer Investments, Inc.

45.53K

Dec 31, 15

+1.99K

0.05%

Valentine Capital Asset Management, Inc.

100

Dec 31, 15

+100

0.00%

Convergent Wealth Advisors

Sep 30, 15

-411.99K

MANAGED ACCOUNT ADVISORS LLC

174.82K

Jun 30, 15

+30.05K

0.19%

FolioMetrix LLC

39.28K

Jun 30, 15

+11.27K

0.04%

HABERER REGISTERED INVESTMENT ADVISOR INC

164.18K

Mar 31, 15

+19.71K

0.18%

BOSTON PRIVATE BANK & TRUST CO

2.30K

Mar 31, 15

0.00%

Mariner Wealth Advisors-NYC, LLC

287

Mar 31, 15

+287

0.00%

Placemark Investments, Inc.

39.58K

Dec 31, 14

+16.89K

0.04%

NEW ENGLAND SECURITIES CORP /MA/

114

Dec 31, 14

-545

0.00%

UBS AG

151.12K

Sep 30, 14

+6.91K

0.17%

WILMINGTON TRUST CO

644.20K

Jun 30, 14

+26.91K

0.71%

Wilmington Trust, National Association

345.19K

Jun 30, 14

+5.78K

0.38%

KMS FINANCIAL SERVICES, INC

6.86K

Jun 30, 14

-13.70K

0.01%

Jane Street Holding, LLC

3.90K

Dec 31, 13

0.00%

STIFEL NICOLAUS & CO INC \MO\

16.65K

Sep 30, 13

+300

0.02%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-3.96K

First Allied Securities, Inc.

130

Jun 30, 12

-145

0.00%

MERRIMAN, LLC

Sep 30, 11

-18.00K

RBC Dominion Securities Inc.

1.60K

Dec 31, 08

-31.19K

0.00%