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Holder

Date

Change

% Held

Kozak & Associates, Inc.

Jun 30, 26

-3

ENVESTNET ASSET MANAGEMENT INC

22.40M

Mar 31, 26

+19.74M

24.86%

LPL Financial LLC

7.91M

Mar 31, 26

+5.75M

8.78%

MORGAN STANLEY

4.76M

Mar 31, 26

+2.15M

5.28%

BANK OF AMERICA CORP /DE/

4.71M

Mar 31, 26

+1.22M

5.23%

JONES FINANCIAL COMPANIES LLLP

4.30M

Mar 31, 26

+424.67K

4.77%

JPMORGAN CHASE & CO

3.43M

Mar 31, 26

+1.20M

3.81%

MACQUARIE MANAGEMENT HOLDINGS, INC.

2.31M

Mar 31, 26

-65.62K

2.56%

Cetera Investment Advisers

2.21M

Mar 31, 26

+1.23M

2.45%

PARK AVENUE SECURITIES LLC

2.05M

Mar 31, 26

+1.82M

2.27%

Envestnet Portfolio Solutions, Inc.

1.84M

Mar 31, 26

+1.72M

2.04%

MML INVESTORS SERVICES, LLC

1.54M

Mar 31, 26

+1.15M

1.71%

Bank of New York Mellon Corp

1.47M

Mar 31, 26

+920.19K

1.63%

US BANCORP \DE\

1.30M

Mar 31, 26

-6.99K

1.45%

WELLS FARGO & COMPANY/MN

1.26M

Mar 31, 26

+106.63K

1.40%

PNC FINANCIAL SERVICES GROUP, INC.

1.24M

Mar 31, 26

+2.47K

1.38%

Janney Montgomery Scott LLC

1.14M

Mar 31, 26

+996.63K

1.27%

AMERIPRISE FINANCIAL INC

1.09M

Mar 31, 26

+322.75K

1.21%

FMR LLC

990.08K

Mar 31, 26

-13.30K

1.10%

UBS Group AG

988.49K

Mar 31, 26

+123.03K

1.10%

Sanctuary Advisors, LLC

855.81K

Mar 31, 26

+316.74K

0.95%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

821.31K

Mar 31, 26

+160.04K

0.91%

TRUIST FINANCIAL CORP

763.68K

Mar 31, 26

+573.67K

0.85%

JB Capital LLC

699.39K

Mar 31, 26

+682.94K

0.78%

NewEdge Advisors, LLC

662.28K

Mar 31, 26

+527.58K

0.74%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

652.66K

Mar 31, 26

-15.53K

0.72%

ROYAL BANK OF CANADA

632.69K

Mar 31, 26

+194.82K

0.70%

RAYMOND JAMES FINANCIAL INC

619.69K

Mar 31, 26

-4.24K

0.69%

Colony Group, LLC

604.48K

Mar 31, 26

-27.49K

0.67%

NATIXIS ADVISORS, L.P.

571.06K

Mar 31, 26

+222.93K

0.63%

Quent Capital, LLC

567.20K

Mar 31, 26

+20.33K

0.63%

Beacon Pointe Advisors, LLC

565.97K

Mar 31, 26

+127.54K

0.63%

M&T BANK CORP

548.69K

Mar 31, 26

-43.33K

0.61%

STIFEL FINANCIAL CORP

530.91K

Mar 31, 26

+376.83K

0.59%

CARY STREET PARTNERS FINANCIAL LLC

526.13K

Mar 31, 26

+75.43K

0.58%

ADVISOR GROUP HOLDINGS, INC.

519.80K

Mar 31, 26

+222.37K

0.58%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

493.18K

Mar 31, 26

+493.18K

0.55%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

490.48K

Mar 31, 26

+476.53K

0.54%

AE Wealth Management LLC

490.39K

Mar 31, 26

-29.33K

0.54%

Financial Synergies Wealth Advisors, Inc.

486.26K

Mar 31, 26

+914

0.54%

Savvy Advisors, Inc.

464.30K

Mar 31, 26

+286.00K

0.52%

FAS Wealth Partners, Inc.

464.19K

Mar 31, 26

+6.60K

0.52%

Baker Avenue Asset Management, LP

454.35K

Mar 31, 26

+3.55K

0.50%

MONETA GROUP INVESTMENT ADVISORS LLC

440.60K

Mar 31, 26

-38.20K

0.49%

COMMONWEALTH EQUITY SERVICES, LLC

397.31K

Mar 31, 26

-10.97K

0.44%

CAPTRUST FINANCIAL ADVISORS

390.44K

Mar 31, 26

+126.31K

0.43%

SOFI WEALTH, LLC

378.73K

Mar 31, 26

-150.11K

0.42%

Cerity Partners LLC

376.90K

Mar 31, 26

+302.37K

0.42%

Mariner, LLC

376.47K

Mar 31, 26

+28.04K

0.42%

BlackRock, Inc.

374.60K

Mar 31, 26

+357.98K

0.42%

BOKF, NA

348.18K

Mar 31, 26

+31.42K

0.39%

Octavia Wealth Advisors, LLC

329.26K

Mar 31, 26

+4.09K

0.37%

CI Private Wealth, LLC

309.89K

Mar 31, 26

-8.34K

0.34%

Kestra Advisory Services, LLC

303.82K

Mar 31, 26

+56.62K

0.34%

NBT BANK N A /NY

291.37K

Mar 31, 26

+10.13K

0.32%

Icon Wealth Advisors, LLC

290.55K

Mar 31, 26

+201.56K

0.32%

Atria Investments, Inc

286.59K

Mar 31, 26

+256.44K

0.32%

Cambridge Investment Research Advisors, Inc.

285.53K

Mar 31, 26

+166.28K

0.32%

UMB Bank, n.a.

281.92K

Mar 31, 26

-7.74K

0.31%

Meridian Wealth Partners, LLC

278.71K

Mar 31, 26

+10.46K

0.31%

GOLDMAN SACHS GROUP INC

273.74K

Mar 31, 26

-154.38K

0.30%

CHOREO, LLC

268.62K

Mar 31, 26

+19.83K

0.30%

HighTower Advisors, LLC

267.55K

Mar 31, 26

+42.59K

0.30%

Merit Financial Group, LLC

251.74K

Mar 31, 26

+39.88K

0.28%

Foundations Investment Advisors, LLC

235.08K

Mar 31, 26

+135.30K

0.26%

THRIVENT FINANCIAL FOR LUTHERANS

228.37K

Mar 31, 26

+126.17K

0.25%

BANK OF MONTREAL /CAN/

226.05K

Mar 31, 26

-22.07K

0.25%

Cresset Asset Management, LLC

225.25K

Mar 31, 26

+1.16K

0.25%

WALLER FINANCIAL PLANNING GROUP, INC

215.67K

Mar 31, 26

+16.56K

0.24%

Pathstone Holdings, LLC

215.35K

Mar 31, 26

+65.79K

0.24%

Lido Advisors, LLC

211.43K

Mar 31, 26

+1.34K

0.23%

Itau Unibanco Holding S.A.

209.22K

Mar 31, 26

-16.60K

0.23%

Cassaday & Co Wealth Management LLC

194.19K

Mar 31, 26

-3.75K

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

192.08K

Mar 31, 26

+103.65K

0.21%

Integrated Wealth Concepts LLC

189.28K

Mar 31, 26

+45.94K

0.21%

RTD Financial Advisors, Inc.

187.13K

Mar 31, 26

-6.43K

0.21%

Creative Planning

184.47K

Mar 31, 26

+32.44K

0.20%

SHAKESPEARE WEALTH MANAGEMENT, INC.

180.70K

Mar 31, 26

+4.68K

0.20%

Baird Financial Group, Inc.

180.56K

Mar 31, 26

+22.11K

0.20%

Brinker Capital Investments, LLC

180.47K

Mar 31, 26

+107.58K

0.20%

Resources Investment Advisors, LLC.

177.62K

Mar 31, 26

-7.98K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

176.42K

Mar 31, 26

+23.39K

0.20%

STALEY CAPITAL ADVISERS INC

173.88K

Mar 31, 26

+9.79K

0.19%

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

172.12K

Mar 31, 26

+9.00K

0.19%

Federation des caisses Desjardins du Quebec

167.70K

Mar 31, 26

-167.70K

0.19%

EP Wealth Advisors, LLC

167.46K

Mar 31, 26

-14.45K

0.19%

FIRST NATIONAL BANK OF OMAHA

164.48K

Mar 31, 26

-24.99K

0.18%

Seneca Financial Advisors LLC

162.78K

Mar 31, 26

+15.99K

0.18%

Marks Group Wealth Management, Inc

160.28K

Mar 31, 26

+76.63K

0.18%

JOHNSON INVESTMENT COUNSEL INC

159.62K

Mar 31, 26

+10.75K

0.18%

Stone House Investment Management, LLC

159.10K

Mar 31, 26

+143.76K

0.18%

Affinity Capital Advisors, LLC

158.14K

Mar 31, 26

+14.74K

0.18%

NorthRock Partners, LLC

155.64K

Mar 31, 26

+99.31K

0.17%

Farther Finance Advisors, LLC

146.53K

Mar 31, 26

+37.23K

0.16%

Wakefield Asset Management LLLP

146.34K

Mar 31, 26

+9.19K

0.16%

Cerro Pacific Wealth Advisors LLC

145.43K

Mar 31, 26

+55.10K

0.16%

KESTRA PRIVATE WEALTH SERVICES, LLC

144.86K

Mar 31, 26

+6.75K

0.16%

CWM, LLC

144.51K

Mar 31, 26

-24.12K

0.16%

IHT Wealth Management, LLC

144.00K

Mar 31, 26

+95.92K

0.16%

MERCER GLOBAL ADVISORS INC /ADV

142.27K

Mar 31, 26

-22.25K

0.16%

WILEY BROS.-AINTREE CAPITAL, LLC

141.73K

Mar 31, 26

+29.91K

0.16%

Steel Peak Wealth Management LLC

137.21K

Mar 31, 26

+135.11K

0.15%

Sharkey, Howes & Javer

134.83K

Mar 31, 26

+97.11K

0.15%

MGO ONE SEVEN LLC

127.87K

Mar 31, 26

+99.08K

0.14%

Waverly Advisors, LLC

125.29K

Mar 31, 26

+2.87K

0.14%

Adviser Investments LLC

124.54K

Mar 31, 26

+968

0.14%

Bedel Financial Consulting, Inc.

123.40K

Mar 31, 26

+1.17K

0.14%

Kingdom Financial Group LLC.

117.70K

Mar 31, 26

-1.93K

0.13%

Lloyd Advisory Services, LLC.

117.70K

Mar 31, 26

+112.76K

0.13%

Pacific Life Fund Advisors LLC

116.40K

Mar 31, 26

+116.40K

0.13%

GREENLEAF TRUST

115.80K

Mar 31, 26

-2.81K

0.13%

PRUDENTIAL FINANCIAL INC

114.55K

Mar 31, 26

-8.86K

0.13%

TRUST CO OF TOLEDO NA /OH/

114.12K

Mar 31, 26

+13.82K

0.13%

IFP Advisors, Inc

111.22K

Mar 31, 26

+84.13K

0.12%

PAX Financial Group, LLC

110.42K

Mar 31, 26

+110.42K

0.12%

MA Private Wealth

109.63K

Mar 31, 26

-41.14K

0.12%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

107.37K

Mar 31, 26

+28.30K

0.12%

Dynasty Wealth Management, LLC

106.91K

Mar 31, 26

-327.33K

0.12%

Cardinal Strategic Wealth Guidance

106.68K

Mar 31, 26

-1.07K

0.12%

Keystone Financial Services

105.98K

Mar 31, 26

+78.99K

0.12%

REGIMEN WEALTH, LLC

102.47K

Mar 31, 26

-5.44K

0.11%

Trek Financial, LLC

102.39K

Mar 31, 26

+87.05K

0.11%

Wealth Alliance

101.15K

Mar 31, 26

+91.97K

0.11%

Equitable Holdings, Inc.

100.35K

Mar 31, 26

+35.43K

0.11%

Steward Partners Investment Advisory, LLC

98.67K

Mar 31, 26

+61.40K

0.11%

COURIER CAPITAL LLC

97.66K

Mar 31, 26

+10.05K

0.11%

Prosperity Consulting Group, LLC

95.04K

Mar 31, 26

+7.10K

0.11%

Checchi Capital Advisers, LLC

94.56K

Mar 31, 26

-19.92K

0.10%

LifeWealth Investments, LLC

94.31K

Mar 31, 26

+11.14K

0.10%

Meeder Advisory Services, Inc.

94.05K

Mar 31, 26

+11.72K

0.10%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

92.72K

Mar 31, 26

+1.23K

0.10%

Keebeck Wealth Management, LLC

91.07K

Mar 31, 26

+30.45K

0.10%

Key FInancial Inc

89.98K

Mar 31, 26

+10.08K

0.10%

Belpointe Asset Management LLC

88.75K

Mar 31, 26

+9.78K

0.10%

Fortis Capital Advisors, LLC

88.75K

Mar 31, 26

+9.78K

0.10%

Mill Creek Capital Advisors, LLC

88.50K

Mar 31, 26

-360

0.10%

Ashton Thomas Private Wealth, LLC

88.49K

Mar 31, 26

-3.03K

0.10%

Brookstone Capital Management

87.76K

Mar 31, 26

+76.11K

0.10%

Concurrent Investment Advisors, LLC

87.58K

Mar 31, 26

+76.48K

0.10%

Gateway Wealth Partners, LLC

84.51K

Mar 31, 26

+84.51K

0.09%

SWMG, LLC

84.28K

Mar 31, 26

+84.28K

0.09%

COMMERCE BANK

83.83K

Mar 31, 26

+18.62K

0.09%

CITIGROUP INC

83.35K

Mar 31, 26

+5.75K

0.09%

Strategic Blueprint, LLC

82.48K

Mar 31, 26

+28.94K

0.09%

FINANCIAL LIFE ADVISORS

82.18K

Mar 31, 26

+1.65K

0.09%

Regal Investment Advisors LLC

82.17K

Mar 31, 26

+74.49K

0.09%

CLIENT 1ST ADVISORY GROUP, LLC

82.11K

Mar 31, 26

+10.79K

0.09%

Pensionmark Financial Group, LLC

81.88K

Mar 31, 26

+55.94K

0.09%

SILVERCREST ASSET MANAGEMENT GROUP LLC

80.82K

Mar 31, 26

+37.52K

0.09%

FRANKLIN RESOURCES INC

80.68K

Mar 31, 26

+3.50K

0.09%

Eagle Strategies LLC

80.41K

Mar 31, 26

+1.13K

0.09%

Legacy Financial Group LLC

80.08K

Mar 31, 26

+80.08K

0.09%

HOWARD BAILEY SECURITIES, LLC

80.01K

Mar 31, 26

-2.10K

0.09%

BLAIR WILLIAM & CO/IL

79.89K

Mar 31, 26

-1.54K

0.09%

Simplicity Wealth,LLC

79.63K

Mar 31, 26

+25.19K

0.09%

Modern Wealth Management, LLC

78.62K

Mar 31, 26

+73.10K

0.09%

WATERSHED PRIVATE WEALTH LLC

77.53K

Mar 31, 26

+54.43K

0.09%

Cranbrook Wealth Management, LLC

75.85K

Mar 31, 26

-3.02K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

74.99K

Mar 31, 26

+62.05K

0.08%

JANE STREET GROUP, LLC

73.35K

Mar 31, 26

-99.93K

0.08%

Ronald Blue Trust, Inc.

70.70K

Mar 31, 26

+63.76K

0.08%

Ancora Advisors, LLC

70.46K

Mar 31, 26

+5.88K

0.08%

Private Advisor Group, LLC

70.35K

Mar 31, 26

+26.73K

0.08%

Pinnacle Wealth Planning Services, Inc.

69.86K

Mar 31, 26

+6.06K

0.08%

Koss-Olinger Consulting, LLC

69.24K

Mar 31, 26

-291.49K

0.08%

Procyon Advisors, LLC

69.13K

Mar 31, 26

+2.83K

0.08%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

68.35K

Mar 31, 26

-11.20K

0.08%

FIFTH THIRD BANCORP

67.12K

Mar 31, 26

+64.24K

0.07%

VestGen Advisors, LLC

65.42K

Mar 31, 26

+42.09K

0.07%

NORTHERN TRUST CORP

64.90K

Mar 31, 26

+1.43K

0.07%

Invst, LLC

64.22K

Mar 31, 26

+64.22K

0.07%

EQ LLC

63.58K

Mar 31, 26

-1.51K

0.07%

Mount Yale Investment Advisors, LLC

63.42K

Mar 31, 26

+58.80K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

63.39K

Mar 31, 26

-198.79K

0.07%

Advyzon Investment Management, LLC

62.32K

Mar 31, 26

+55.71K

0.07%

Fifth Third Wealth Advisors LLC

62.23K

Mar 31, 26

+46.99K

0.07%

Advisory Services Network, LLC

62.16K

Mar 31, 26

+50.88K

0.07%

Wealthquest Corp

61.66K

Mar 31, 26

-10.93K

0.07%

WealthShield Partners, LLC

61.34K

Mar 31, 26

+50.79K

0.07%

Arete Wealth Advisors, LLC

60.91K

Mar 31, 26

-532

0.07%

Bay Harbor Wealth Management, LLC

60.69K

Mar 31, 26

+60.69K

0.07%

Callan Family Office, LLC

59.84K

Mar 31, 26

+2.82K

0.07%

GLENMEDE TRUST CO NA

59.77K

Mar 31, 26

-6.97K

0.07%

Jasper Ridge Partners, L.P.

59.40K

Mar 31, 26

0.07%

Kilter Group LLC

58.77K

Mar 31, 26

+41.67K

0.07%

Cypress Wealth Services, LLC

58.08K

Mar 31, 26

+28.25K

0.06%

LIBERTY WEALTH MANAGEMENT LLC

57.92K

Mar 31, 26

+17.30K

0.06%

BEAM WEALTH ADVISORS, INC.

57.52K

Mar 31, 26

+8.45K

0.06%

Rockefeller Capital Management L.P.

56.85K

Mar 31, 26

+412

0.06%

White Pine Investment CO

56.46K

Mar 31, 26

+683

0.06%

Stratos Wealth Partners, LTD.

56.22K

Mar 31, 26

+791

0.06%

Hoxton Planning & Management, LLC

56.04K

Mar 31, 26

+23.75K

0.06%

NORRIS PERNE & FRENCH LLP/MI

55.96K

Mar 31, 26

+4.45K

0.06%

Nicholas Hoffman & Company, LLC.

55.90K

Mar 31, 26

-468

0.06%

Sterling Capital Management LLC

55.05K

Mar 31, 26

-4.28K

0.06%

NewEdge Wealth, LLC

54.93K

Mar 31, 26

+7.05K

0.06%

PERSONAL CFO SOLUTIONS, LLC

54.77K

Mar 31, 26

+3.53K

0.06%

CFS Investment Advisory Services, LLC

53.18K

Mar 31, 26

-9.20K

0.06%

Addison Capital Co

52.66K

Mar 31, 26

+9.93K

0.06%

Sovran Advisors, LLC

52.10K

Mar 31, 26

+29.22K

0.06%

Revolve Wealth Partners, LLC

51.26K

Mar 31, 26

+161

0.06%

FORTE ASSET MANAGEMENT LLC

51.06K

Mar 31, 26

-8.34K

0.06%

CoreCap Advisors, LLC

50.34K

Mar 31, 26

+14.87K

0.06%

B. Riley Wealth Advisors, Inc.

49.54K

Mar 31, 26

+16.12K

0.05%

Kathmere Capital Management, LLC

49.42K

Mar 31, 26

-340

0.05%

1900 WEALTH MANAGEMENT LLC

49.01K

Mar 31, 26

-1.02K

0.05%

Cobblestone Asset Management LLC

48.64K

Mar 31, 26

+48.64K

0.05%

Capital Analysts, LLC

48.15K

Mar 31, 26

+47.36K

0.05%

Apollon Wealth Management, LLC

47.37K

Mar 31, 26

+19.67K

0.05%

SigFig Wealth Management, LLC

46.39K

Mar 31, 26

+43.82K

0.05%

Valmark Advisers, Inc.

46.13K

Mar 31, 26

+396

0.05%

True Vision MN LLC

45.75K

Mar 31, 26

+40.44K

0.05%

TWIN PEAKS WEALTH ADVISORS, LLC

44.43K

Mar 31, 26

+44.43K

0.05%

Independent Advisor Alliance

44.40K

Mar 31, 26

+40.35K

0.05%

Forthright Family Wealth Advisory LLC

43.59K

Mar 31, 26

+13.74K

0.05%

BOK Financial Private Wealth, Inc.

43.49K

Mar 31, 26

-1.39K

0.05%

CENTRAL TRUST Co

43.41K

Mar 31, 26

-765

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

42.69K

Mar 31, 26

+7.68K

0.05%

CONDOR CAPITAL MANAGEMENT

42.37K

Mar 31, 26

-435

0.05%

Dorsey & Whitney Trust CO LLC

42.20K

Mar 31, 26

0.05%

SOA Wealth Advisors, LLC.

42.17K

Mar 31, 26

-1.94K

0.05%

Breakwater Capital Group

41.68K

Mar 31, 26

+565

0.05%

First Pacific Financial

41.48K

Mar 31, 26

+649

0.05%

Mosley Wealth Management

40.79K

Mar 31, 26

+181

0.05%

Sterling Financial Planning, Inc.

40.69K

Mar 31, 26

-84

0.05%

Dominguez Wealth Management Solutions, Inc.

40.33K

Mar 31, 26

+2.57K

0.04%

CONSILIO WEALTH ADVISORS, LLC

40.32K

Mar 31, 26

-304

0.04%

Hofer & Associates. Inc

39.70K

Mar 31, 26

+1.20K

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

39.19K

Mar 31, 26

+33.25K

0.04%

Harbor Group, Inc.

38.90K

Mar 31, 26

-588

0.04%

STOCK YARDS BANK & TRUST CO

38.86K

Mar 31, 26

+10.37K

0.04%

KICKSTAND VENTURES, LLC.

38.82K

Mar 31, 26

+2.63K

0.04%

One Wealth Advisors, LLC

38.67K

Mar 31, 26

-13.96K

0.04%

McAdam, LLC

38.55K

Mar 31, 26

-579

0.04%

FIDUCIARY TRUST CO

38.48K

Mar 31, 26

-1.30K

0.04%

Parkside Financial Bank & Trust

38.23K

Mar 31, 26

-25.05K

0.04%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

38.14K

Mar 31, 26

+11.54K

0.04%

ONE WEALTH CAPITAL MANAGEMENT, LLC

38.02K

Mar 31, 26

+27.95K

0.04%

Quantinno Capital Management LP

37.91K

Mar 31, 26

+8.22K

0.04%

NBC SECURITIES, INC.

37.38K

Mar 31, 26

+1.67K

0.04%

Aptus Capital Advisors, LLC

37.07K

Mar 31, 26

-4.93K

0.04%

AMG National Trust Bank

36.87K

Mar 31, 26

+21.14K

0.04%

NFP Retirement, Inc.

36.31K

Mar 31, 26

+5.01K

0.04%

Sagace Wealth Management LLC

36.28K

Mar 31, 26

+1.00K

0.04%

JOURNEY STRATEGIC WEALTH LLC

36.11K

Mar 31, 26

-39

0.04%

Geneos Wealth Management Inc.

35.84K

Mar 31, 26

-578

0.04%

Omega Financial Group, LLC

35.20K

Mar 31, 26

+69

0.04%

Ascent Group, LLC

34.84K

Mar 31, 26

-7.91K

0.04%

Yukon Wealth Management, Inc.

34.81K

Mar 31, 26

-1.42K

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

34.69K

Mar 31, 26

+15.43K

0.04%

Net Worth Advisory Group

34.02K

Mar 31, 26

+731

0.04%

Csenge Advisory Group

34.00K

Mar 31, 26

+24.41K

0.04%

EVOKE WEALTH, LLC

33.81K

Mar 31, 26

+8.94K

0.04%

Shared Vision Wealth Group LLC

33.78K

Mar 31, 26

+23.91K

0.04%

BankPlus Wealth Management LLC

33.69K

Mar 31, 26

+1.41K

0.04%

Midwest Capital Advisors, LLC

33.46K

Mar 31, 26

+3.48K

0.04%

W ADVISORS, LLC

32.58K

Mar 31, 26

+8.38K

0.04%

Smartleaf Asset Management LLC

32.10K

Mar 31, 26

-20.55K

0.04%

CreativeOne Wealth, LLC

31.95K

Mar 31, 26

-2.94K

0.04%

Perigon Wealth Management, LLC

31.95K

Mar 31, 26

+3.68K

0.04%

Quotient Wealth Partners, LLC

31.70K

Mar 31, 26

+6.78K

0.04%

Patten Group, Inc.

31.60K

Mar 31, 26

+2.52K

0.04%

U.S. Capital Wealth Advisors, LLC

31.51K

Mar 31, 26

-27.95K

0.03%

McNaughton Wealth Management, LLC

31.32K

Mar 31, 26

+31.32K

0.03%

FIRST FOUNDATION ADVISORS

31.26K

Mar 31, 26

+2.24K

0.03%

McKinley Carter Wealth Services, Inc.

31.01K

Mar 31, 26

-3.20K

0.03%

Cornerstone Planning Group LLC

31.01K

Mar 31, 26

+25.80K

0.03%

Angeles Investment Advisors, LLC

30.61K

Mar 31, 26

0.03%

RFG Advisory, LLC

30.04K

Mar 31, 26

+13.98K

0.03%

ShoreHaven Wealth Partners, LLC

29.86K

Mar 31, 26

-1.46K

0.03%

Retirement Wealth Solutions LLC

29.34K

Mar 31, 26

+20.85K

0.03%

Johnson Financial Group, Inc.

29.21K

Mar 31, 26

-23.85K

0.03%

Savant Capital, LLC

29.10K

Mar 31, 26

+318

0.03%

Maia Wealth LLC

29.08K

Mar 31, 26

-1.69K

0.03%

Disciplined Investments, LLC

28.45K

Mar 31, 26

+519

0.03%

HUNTINGTON NATIONAL BANK

27.86K

Mar 31, 26

+795

0.03%

Concorde Asset Management, LLC

27.59K

Mar 31, 26

+1.62K

0.03%

ASSETMARK, INC

27.55K

Mar 31, 26

+11.09K

0.03%

Vise Technologies, Inc.

27.48K

Mar 31, 26

0.03%

Lantz Financial LLC

27.38K

Mar 31, 26

+18.89K

0.03%

WASHINGTON TRUST BANK

26.66K

Mar 31, 26

-36.35K

0.03%

NAVELLIER & ASSOCIATES INC

26.63K

Mar 31, 26

0.03%

PRINCIPAL SECURITIES, INC.

26.48K

Mar 31, 26

+10.73K

0.03%

Wealthspire Advisors, LLC

26.43K

Mar 31, 26

-451

0.03%

FIRST AMERICAN TRUST, FSB

26.39K

Mar 31, 26

-707

0.03%

Farmers & Merchants Trust Co of Chambersburg PA

26.13K

Mar 31, 26

+8.19K

0.03%

West Wealth Group, LLC

26.10K

Mar 31, 26

-25.61K

0.03%

JNBA Financial Advisors

25.89K

Mar 31, 26

-1.96K

0.03%

MMA ASSET MANAGEMENT LLC

25.56K

Mar 31, 26

-9.21K

0.03%

Jacksonville Wealth Management, LLC

25.49K

Mar 31, 26

+4.73K

0.03%

HSBC HOLDINGS PLC

25.23K

Mar 31, 26

+1.89K

0.03%

Carnegie Capital Asset Management, LLC

25.08K

Mar 31, 26

+1.35K

0.03%

Mutual Advisors, LLC

24.91K

Mar 31, 26

-7.29K

0.03%

Ifrah Financial Services, Inc.

24.32K

Mar 31, 26

-140

0.03%

Affiance Financial, LLC

23.98K

Mar 31, 26

-2.29K

0.03%

Shum Financial Group, Inc.

23.90K

Mar 31, 26

+1.48K

0.03%

Van Hulzen Asset Management, LLC

23.81K

Mar 31, 26

+28

0.03%

Barden Capital Management, Inc.

23.66K

Mar 31, 26

+1.23K

0.03%

Arkadios Wealth Advisors

23.56K

Mar 31, 26

+9.93K

0.03%

AMERICAN FINANCIAL & TAX STRATEGIES INC

23.53K

Mar 31, 26

-74

0.03%

D.A. DAVIDSON & CO.

23.44K

Mar 31, 26

+2.93K

0.03%

Financial Engines Advisors L.L.C.

23.32K

Mar 31, 26

-169

0.03%

Foundation Wealth Management, LLC

23.06K

Mar 31, 26

-53

0.03%

BlackDiamond Wealth Management Inc.

22.94K

Mar 31, 26

+17.41K

0.03%

Kovack Advisors, Inc.

22.91K

Mar 31, 26

+11.42K

0.03%

Trust Point Inc.

22.78K

Mar 31, 26

+5.23K

0.03%

Mendel Capital Management LLC

22.72K

Mar 31, 26

+22.72K

0.03%

ABSOLUTE CAPITAL MANAGEMENT, LLC

22.66K

Mar 31, 26

+22.66K

0.03%

TSA Wealth Managment LLC

22.64K

Mar 31, 26

-3.93K

0.03%

Auxano Advisors, LLC

22.63K

Mar 31, 26

+19.98K

0.03%

InvesTrust

22.26K

Mar 31, 26

+518

0.02%

AQR CAPITAL MANAGEMENT LLC

22.20K

Mar 31, 26

+1.29K

0.02%

TD PRIVATE CLIENT WEALTH LLC

22.13K

Mar 31, 26

-265

0.02%

KMG FIDUCIARY PARTNERS, LLC

22.06K

Mar 31, 26

-663

0.02%

CAHILL FINANCIAL ADVISORS INC

22.03K

Mar 31, 26

-423

0.02%

Summit Financial, LLC

21.91K

Mar 31, 26

+2.37K

0.02%

ESG Planning

21.55K

Mar 31, 26

+21.55K

0.02%

Atomi Financial Group, Inc.

21.49K

Mar 31, 26

+2.23K

0.02%

Stone Point Wealth LLC

21.16K

Mar 31, 26

+5.55K

0.02%

Vestmark Advisory Solutions, Inc.

20.87K

Mar 31, 26

+11.76K

0.02%

Avestar Capital, LLC

20.79K

Mar 31, 26

-232

0.02%

ONE Advisory Partners, LLC

20.67K

Mar 31, 26

+691

0.02%

VANCE WEALTH, INC.

20.61K

Mar 31, 26

-565

0.02%

Clear Creek Financial Management, LLC

20.51K

Mar 31, 26

-358

0.02%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

19.86K

Mar 31, 26

-241

0.02%

EVOLUTION WEALTH MANAGEMENT INC.

19.76K

Mar 31, 26

+8.71K

0.02%

OPPENHEIMER & CO INC

19.68K

Mar 31, 26

+850

0.02%

LifePlan Investment Advisors, Inc.

19.66K

Mar 31, 26

+15.36K

0.02%

Empire Life Investments Inc.

19.63K

Mar 31, 26

-10.17K

0.02%

PATTON ALBERTSON MILLER GROUP, LLC

19.59K

Mar 31, 26

-3.10K

0.02%

Stonebrook Private Inc.

19.58K

Mar 31, 26

-567

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

19.18K

Mar 31, 26

+173

0.02%

One Capital Management, LLC

19.11K

Mar 31, 26

-281

0.02%

Cannon Financial Strategists, Inc.

19.09K

Mar 31, 26

-27

0.02%

Spire Wealth Management

18.91K

Mar 31, 26

+2.52K

0.02%

Tanglewood Wealth Management, Inc.

18.88K

Mar 31, 26

-1.49K

0.02%

Clayton Financial Group LLC

18.59K

Mar 31, 26

+2.29K

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

18.57K

Mar 31, 26

-622.19K

0.02%

Miracle Mile Advisors, LLC

18.29K

Mar 31, 26

+11.40K

0.02%

Penobscot Investment Management Company, Inc.

18.25K

Mar 31, 26

0.02%

Fountainhead AM, LLC

18.17K

Mar 31, 26

+18.17K

0.02%

Commonwealth Retirement Investments LLC

17.97K

Mar 31, 26

+17.13K

0.02%

Lansing Street Advisors

17.78K

Mar 31, 26

-196

0.02%

Buckingham Strategic Partners

17.72K

Mar 31, 26

-4.55K

0.02%

Visionary Wealth Advisors

17.71K

Mar 31, 26

-33

0.02%

Gen-Wealth Partners Inc

17.66K

Mar 31, 26

+4.10K

0.02%

Keel Point, LLC

17.52K

Mar 31, 26

+155

0.02%

ARK & TLK INVESTMENTS, LLC

17.49K

Mar 31, 26

0.02%

MKD WEALTH COACHES, LLC

17.43K

Mar 31, 26

-742

0.02%

Focus Financial Network, Inc.

17.33K

Mar 31, 26

-36.74K

0.02%

Stratos Wealth Advisors, LLC

17.27K

Mar 31, 26

+2.99K

0.02%

Farmers & Merchants Trust Co of Long Beach

17.20K

Mar 31, 26

0.02%

Allegheny Financial Group LTD

17.19K

Mar 31, 26

+343

0.02%

Keystone Wealth Services, LLC

16.99K

Mar 31, 26

+368

0.02%

BCU Wealth Advisors, LLC

16.96K

Mar 31, 26

+14.29K

0.02%

GTS SECURITIES LLC

16.79K

Mar 31, 26

-7.77K

0.02%

Private Wealth Asset Management, LLC

16.76K

Mar 31, 26

+1.38K

0.02%

Axis Wealth Partners, LLC

16.51K

Mar 31, 26

-643

0.02%

BridgePort Financial Solutions, LLC

16.21K

Mar 31, 26

+10.32K

0.02%

Paladin Advisory Group, LLC

16.05K

Mar 31, 26

+13

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

15.96K

Mar 31, 26

+12.79K

0.02%

WealthPlan Investment Management, LLC

15.81K

Mar 31, 26

-1.04K

0.02%

BROWN ADVISORY INC

15.67K

Mar 31, 26

+1.65K

0.02%

CENTAURUS FINANCIAL, INC.

15.66K

Mar 31, 26

-708

0.02%

Sequoia Financial Advisors, LLC

15.57K

Mar 31, 26

+1.79K

0.02%

Strata Wealth Advisors, LLC

15.46K

Mar 31, 26

-14

0.02%

Midwest Trust Co

15.45K

Mar 31, 26

+145

0.02%

Triad Wealth Partners, LLC

15.35K

Mar 31, 26

+3.04K

0.02%

Horst & Graben Wealth Management LLC

15.18K

Mar 31, 26

+342

0.02%

Embree Financial Group

15.15K

Mar 31, 26

-3.18K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

15.06K

Mar 31, 26

0.02%

Ironwood Investment Counsel, LLC

15.03K

Mar 31, 26

+172

0.02%

VERUS CAPITAL PARTNERS, LLC

14.91K

Mar 31, 26

+2.86K

0.02%

Wescott Financial Advisory Group, LLC

14.77K

Mar 31, 26

+1.69K

0.02%

Kingsview Wealth Management, LLC

14.70K

Mar 31, 26

+3.24K

0.02%

Sowell Financial Services LLC

14.44K

Mar 31, 26

-1.30K

0.02%

FIRST HORIZON CORP

14.13K

Mar 31, 26

-18

0.02%

Able Wealth Management LLC

14.02K

Mar 31, 26

+12.00K

0.02%

WEDBUSH SECURITIES INC

13.90K

Mar 31, 26

+2.83K

0.02%

MATHER GROUP, LLC.

13.89K

Mar 31, 26

+177

0.02%

PACES FERRY WEALTH ADVISORS, LLC

13.71K

Mar 31, 26

-124

0.02%

Dynamic Financial Group

13.70K

Mar 31, 26

-8

0.02%

Pachira Investments Inc.

13.65K

Mar 31, 26

+17

0.02%

Valeo Financial Advisors, LLC

13.62K

Mar 31, 26

+90

0.02%

Physician Wealth Advisors, Inc.

13.41K

Mar 31, 26

-762

0.01%

VALLEY NATIONAL ADVISERS INC

13.39K

Mar 31, 26

+216

0.01%

5T Wealth, LLC

13.31K

Mar 31, 26

-3.38K

0.01%

Snowden Capital Advisors LLC

13.11K

Mar 31, 26

-7.33K

0.01%

Avidian Wealth Solutions, LLC

13.07K

Mar 31, 26

+7.55K

0.01%

Family Wealth Group, LLC

12.75K

Mar 31, 26

-1.33K

0.01%

Two West Capital Advisors LLC

12.72K

Mar 31, 26

+8.15K

0.01%

Wingate Wealth Advisors, Inc.

12.71K

Mar 31, 26

+1.38K

0.01%

SGL Investment Advisors, Inc.

12.65K

Mar 31, 26

+1.70K

0.01%

Hardy Reed LLC

12.52K

Mar 31, 26

0.01%

Claro Advisors LLC

12.49K

Mar 31, 26

-3.99K

0.01%

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

12.32K

Mar 31, 26

+9.12K

0.01%

JFS WEALTH ADVISORS, LLC

12.24K

Mar 31, 26

+10.53K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

12.22K

Mar 31, 26

-825

0.01%

HB Wealth Management, LLC

12.12K

Mar 31, 26

+2.93K

0.01%

LIFE LINE WEALTH MANAGEMENT LLC

12.01K

Mar 31, 26

+1.07K

0.01%

Synergy Investment Management, LLC

12.01K

Mar 31, 26

+3.06K

0.01%

Duncan Williams Asset Management, LLC

11.84K

Mar 31, 26

-127

0.01%

SAX WEALTH ADVISORS, LLC

11.75K

Mar 31, 26

0.01%

Mechanics Bank Trust Department

11.70K

Mar 31, 26

-670

0.01%

BEACON FINANCIAL PLANNING, INC

11.69K

Mar 31, 26

+5.34K

0.01%

JABODON PT CO

11.65K

Mar 31, 26

+11.65K

0.01%

Ritter Daniher Financial Advisory LLC / DE

11.56K

Mar 31, 26

+548

0.01%

Interchange Capital Partners, LLC

11.50K

Mar 31, 26

+8.63K

0.01%

Bison Wealth, LLC

11.47K

Mar 31, 26

-169

0.01%

Skopos Labs, Inc.

11.26K

Mar 31, 26

+11.26K

0.01%

CARDIFF PARK ADVISORS, LLC

11.24K

Mar 31, 26

0.01%

PINNACLE ASSOCIATES LTD

11.05K

Mar 31, 26

0.01%

Quadrant Private Wealth Management, LLC

11.04K

Mar 31, 26

-1.04K

0.01%

BTC Capital Management, Inc.

11.03K

Mar 31, 26

0.01%

Signal Advisors Wealth, LLC

10.89K

Mar 31, 26

+3.06K

0.01%

Mayflower Financial Advisors, LLC

10.78K

Mar 31, 26

+48

0.01%

Robertson Stephens Wealth Management, LLC

10.71K

Mar 31, 26

+1.85K

0.01%

Caprock Group, LLC

10.71K

Mar 31, 26

+10.71K

0.01%

Kestra Investment Management, LLC

10.70K

Mar 31, 26

+6.94K

0.01%

Verdence Capital Advisors LLC

10.48K

Mar 31, 26

-10.13K

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

10.45K

Mar 31, 26

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.20K

Mar 31, 26

-539

0.01%

Sovereign Financial Group, Inc.

10.20K

Mar 31, 26

+10.20K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

10.18K

Mar 31, 26

+1.47K

0.01%

SOL Capital Management CO

10.15K

Mar 31, 26

-30.62K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

10.11K

Mar 31, 26

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

10.10K

Mar 31, 26

-1.13K

0.01%

Facet Wealth, Inc.

10.06K

Mar 31, 26

-1.38K

0.01%

BRYN MAWR TRUST Co

10.06K

Mar 31, 26

-360

0.01%

M Holdings Securities, Inc.

10.03K

Mar 31, 26

+10.03K

0.01%

Patriot Financial Group Insurance Agency, LLC

10.01K

Mar 31, 26

+7.77K

0.01%

IEQ CAPITAL, LLC

9.99K

Mar 31, 26

-67

0.01%

Wealthfront Advisers LLC

9.96K

Mar 31, 26

+248

0.01%

Parallel Advisors, LLC

9.92K

Mar 31, 26

+1.85K

0.01%

Raleigh Capital Management Inc.

9.92K

Mar 31, 26

+9.32K

0.01%

SMART Wealth LLC

9.85K

Mar 31, 26

+3.73K

0.01%

Mainstream Capital Management LLC

9.84K

Mar 31, 26

-43

0.01%

Balance Wealth, LLC

9.79K

Mar 31, 26

-447

0.01%

Canvas Wealth Advisors, LLC

9.75K

Mar 31, 26

-93

0.01%

Arcadia Wealth Management, LLC

9.53K

Mar 31, 26

-1.55K

0.01%

Archer Investment Management, LLC

9.43K

Mar 31, 26

+6.42K

0.01%

Meridian Wealth Management, LLC

9.39K

Mar 31, 26

-295

0.01%

LUTS & GREENLEIGH GROUP, INC

9.38K

Mar 31, 26

+385

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.33K

Mar 31, 26

+333

0.01%

Apeiron RIA LLC

9.26K

Mar 31, 26

-6.71K

0.01%

Quest 10 Wealth Builders, Inc.

9.26K

Mar 31, 26

+59

0.01%

Hutchens & Kramer Investment Management Group, LLC

9.25K

Mar 31, 26

+3.23K

0.01%

Principal Street Partners, LLC

9.16K

Mar 31, 26

0.01%

SAGE FINANCIAL GROUP INC

9.16K

Mar 31, 26

+225

0.01%

Gotham Asset Management, LLC

9.16K

Mar 31, 26

+600

0.01%

Global Wealth Management Investment Advisory, Inc.

9.13K

Mar 31, 26

-710

0.01%

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

9.10K

Mar 31, 26

-1.64K

0.01%

Avantax Planning Partners, Inc.

9.06K

Mar 31, 26

-1

0.01%

Rehmann Capital Advisory Group

9.04K

Mar 31, 26

-3.84K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

9.04K

Mar 31, 26

-1.69K

0.01%

Taylor & Morgan Wealth Management, LLC

8.94K

Mar 31, 26

+1.50K

0.01%

Aspire Private Capital, LLC

8.89K

Mar 31, 26

+6.29K

0.01%

LVW Advisors, LLC

8.89K

Mar 31, 26

-5.58K

0.01%

Legacy Capital Wealth Partners, LLC

8.84K

Mar 31, 26

-174

0.01%

STAGE HARBOR FINANCIAL, LLC

8.71K

Mar 31, 26

+2.17K

0.01%

Western Wealth Management, LLC

8.67K

Mar 31, 26

+5.16K

0.01%

BENJAMIN EDWARDS INC

8.64K

Mar 31, 26

+2.78K

0.01%

Advocacy Wealth Management Services, LLC

8.60K

Mar 31, 26

-1.21K

0.01%

DAVENPORT & Co LLC

8.53K

Mar 31, 26

+5.45K

0.01%

Centurion Wealth Management LLC

8.51K

Mar 31, 26

+3.24K

0.01%

Cornerstone Wealth Advisors, Inc.

8.45K

Mar 31, 26

-505

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

8.45K

Mar 31, 26

-353

0.01%

MYCIO WEALTH PARTNERS, LLC

8.37K

Mar 31, 26

0.01%

Jacobi Capital Management LLC

8.36K

Mar 31, 26

-564

0.01%

CIBC WORLD MARKET INC.

8.30K

Mar 31, 26

-92

0.01%

Lifeworks Advisors, LLC

8.26K

Mar 31, 26

+5.05K

0.01%

BIP Wealth, LLC

8.24K

Mar 31, 26

+935

0.01%

HORAN Wealth, LLC

8.17K

Mar 31, 26

+8.17K

0.01%

Milestone Investment Advisors LLC

8.11K

Mar 31, 26

+85

0.01%

Sigma Planning Corp

8.10K

Mar 31, 26

+1.40K

0.01%

PRIVATE TRUST CO NA

8.01K

Mar 31, 26

+3.05K

0.01%

James J. Burns & Company, LLC

7.91K

Mar 31, 26

-234

0.01%

Richmond Investment Services, LLC

7.89K

Mar 31, 26

+6.12K

0.01%

Ambassador Advisors, LLC

7.84K

Mar 31, 26

+2.80K

0.01%

JAMES INVESTMENT RESEARCH INC

7.84K

Mar 31, 26

-53

0.01%

Accelerate Investment Advisors LLC

7.81K

Mar 31, 26

+7.81K

0.01%

Berger Financial Group, Inc

7.80K

Mar 31, 26

-30.87K

0.01%

Madden Advisory Services, Inc.

7.80K

Mar 31, 26

+2.80K

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

7.79K

Mar 31, 26

-5.91K

0.01%

Latitude Advisors, LLC

7.76K

Mar 31, 26

-1.51K

0.01%

First Citizens Financial Corp

7.76K

Mar 31, 26

+1.51K

0.01%

Sound Financial Strategies Group, LLC

7.76K

Mar 31, 26

+2.89K

0.01%

Transamerica Financial Advisors, Inc.

7.74K

Mar 31, 26

+7.74K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

7.73K

Mar 31, 26

+5.75K

0.01%

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

7.73K

Mar 31, 26

-1.38K

0.01%

COLLECTIVE FAMILY OFFICE LLC

7.70K

Mar 31, 26

0.01%

Palisade Asset Management, LLC

7.68K

Mar 31, 26

0.01%

Fragasso Group Inc.

7.68K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

7.66K

Mar 31, 26

+3.62K

0.01%

Bryn Mawr Capital Management, LLC

7.62K

Mar 31, 26

+241

0.01%

WASHINGTON TRUST Co

7.58K

Mar 31, 26

+1.20K

0.01%

Diversified Enterprises, LLC

7.58K

Mar 31, 26

-1.21K

0.01%

SEEDS INVESTOR LLC

7.55K

Mar 31, 26

+7.55K

0.01%

GGM Financials LLC

7.42K

Mar 31, 26

0.01%

Klingman & Associates, LLC

7.38K

Mar 31, 26

+58

0.01%

UNIQUE WEALTH, LLC

7.26K

Mar 31, 26

-1.66K

0.01%

Prospera Financial Services Inc

7.23K

Mar 31, 26

-402

0.01%

ALTERNA WEALTH MANAGEMENT, INC

7.20K

Mar 31, 26

+5.25K

0.01%

Noble Family Wealth, LLC

7.16K

Mar 31, 26

0.01%

KPP Advisory Services LLC

7.15K

Mar 31, 26

-3.61K

0.01%

Copia Wealth Management

7.07K

Mar 31, 26

-337

0.01%

Alta Wealth Advisors LLC

7.06K

Mar 31, 26

+7.06K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

7.02K

Mar 31, 26

-1.35K

0.01%

RCS Financial Planning, LLC

7.01K

Mar 31, 26

+71

0.01%

SilverOak Wealth Management LLC

7.01K

Mar 31, 26

+928

0.01%

LMCG INVESTMENTS, LLC

6.96K

Mar 31, 26

+495

0.01%

NICOLET BANKSHARES INC

6.94K

Mar 31, 26

+6.94K

0.01%

Americana Partners, LLC

6.93K

Mar 31, 26

+212

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

6.86K

Mar 31, 26

+6.86K

0.01%

Pointe Capital Management LLC

6.85K

Mar 31, 26

+1.58K

0.01%

Golden State Wealth Management, LLC

6.79K

Mar 31, 26

+499

0.01%

PFG Advisors

6.77K

Mar 31, 26

-928

0.01%

MAI Capital Management

6.75K

Mar 31, 26

-287

0.01%

NORTHLAND SECURITIES, INC.

6.74K

Mar 31, 26

-88

0.01%

Central Pacific Bank - Trust Division

6.71K

Mar 31, 26

+265

0.01%

Brookwood Investment Group LLC

6.70K

Mar 31, 26

-1.68K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.68K

Mar 31, 26

+6.68K

0.01%

OMNI 360 Wealth, Inc.

6.65K

Mar 31, 26

-1.43K

0.01%

ROCKLAND TRUST CO

6.64K

Mar 31, 26

-21

0.01%

UNIVEST FINANCIAL Corp

6.63K

Mar 31, 26

+534

0.01%

Financial Perspectives, Inc

6.43K

Mar 31, 26

+565

0.01%

Institute for Wealth Management, LLC.

6.41K

Mar 31, 26

+181

0.01%

Scarborough Advisors, LLC

6.34K

Mar 31, 26

+6.34K

0.01%

EWA, LLC

6.34K

Mar 31, 26

-827

0.01%

Confluence Wealth Services, Inc.

6.29K

Mar 31, 26

+26

0.01%

HAZLETT, BURT & WATSON, INC.

6.21K

Mar 31, 26

+430

0.01%

HRC WEALTH MANAGEMENT, LLC

6.21K

Mar 31, 26

-158

0.01%

Tassel Capital Management, Inc.

6.04K

Mar 31, 26

+525

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

6.00K

Mar 31, 26

-224

0.01%

Semus Wealth Partners LLC

5.99K

Mar 31, 26

+5.99K

0.01%

Argent Trust Co

5.97K

Mar 31, 26

+4.22K

0.01%

Cypress Capital Group

5.96K

Mar 31, 26

-4

0.01%

OXFORD FINANCIAL GROUP LTD

5.93K

Mar 31, 26

-71

0.01%

Evercore Wealth Management, LLC

5.78K

Mar 31, 26

-27

0.01%

Evergreen Wealth Solutions, LLC

5.74K

Mar 31, 26

+5.74K

0.01%

FLP Wealth Management, LLC

5.73K

Mar 31, 26

-323

0.01%

RENAISSANCE TECHNOLOGIES LLC

5.70K

Mar 31, 26

-17.70K

0.01%

TD Waterhouse Canada Inc.

5.57K

Mar 31, 26

0.01%

Schneider Downs Wealth Management Advisors, LP

5.47K

Mar 31, 26

-499

0.01%

Birch Hill Investment Advisors LLC

5.45K

Mar 31, 26

0.01%

Montecito Bank & Trust

5.41K

Mar 31, 26

-87

0.01%

Golden State Equity Partners

5.38K

Mar 31, 26

+5.38K

0.01%

Decker Retirement Planning Inc.

5.33K

Mar 31, 26

+47

0.01%

WORLD EQUITY GROUP, INC.

5.33K

Mar 31, 26

+5.33K

0.01%

ALERUS FINANCIAL NA

5.33K

Mar 31, 26

0.01%

Kelman-Lazarov, Inc.

5.29K

Mar 31, 26

0.01%

Independence Bank of Kentucky

5.27K

Mar 31, 26

0.01%

Choate Investment Advisors

5.15K

Mar 31, 26

0.01%

JT Stratford LLC

5.13K

Mar 31, 26

+5.13K

0.01%

Betterment LLC

5.09K

Mar 31, 26

-263

0.01%

STEPHENS INC /AR/

5.03K

Mar 31, 26

0.01%

Jordan Park Group LLC

5.02K

Mar 31, 26

-30

0.01%

GABLES CAPITAL MANAGEMENT INC.

5.01K

Mar 31, 26

0.01%

Koshinski Asset Management, Inc.

4.89K

Mar 31, 26

+242

0.01%

BEACON FINANCIAL GROUP

4.83K

Mar 31, 26

+105

0.01%

SCS Capital Management LLC

4.78K

Mar 31, 26

-17

0.01%

Narus Financial Partners, LLC

4.75K

Mar 31, 26

-488

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

4.66K

Mar 31, 26

+440

0.01%

Bogart Wealth, LLC

4.64K

Mar 31, 26

0.01%

Keystone Financial Group

4.62K

Mar 31, 26

+4.62K

0.01%

Athena Investment Management

4.62K

Mar 31, 26

0.01%

ORG Wealth Partners, LLC

4.61K

Mar 31, 26

+1.82K

0.01%

Chicago Partners Investment Group LLC

4.60K

Mar 31, 26

0.01%

Inspire Advisors, LLC

4.57K

Mar 31, 26

+1.33K

0.01%

QRG CAPITAL MANAGEMENT, INC.

4.56K

Mar 31, 26

-5.71K

0.01%

Aprio Wealth Management, LLC

4.54K

Mar 31, 26

+98

0.01%

Leisure Capital Management

4.48K

Mar 31, 26

0.00%

Plancorp, LLC

4.47K

Mar 31, 26

0.00%

EHRLICH FINANCIAL GROUP

4.46K

Mar 31, 26

-1.10K

0.00%

Harbour Capital Advisors, LLC

4.43K

Mar 31, 26

-250

0.00%

Peterson Wealth Advisors, LLC

4.42K

Mar 31, 26

+79

0.00%

MainStreet Investment Advisors LLC

4.40K

Mar 31, 26

+499

0.00%

DAYMARK WEALTH PARTNERS, LLC

4.40K

Mar 31, 26

-61

0.00%

MONECO Advisors, LLC

4.37K

Mar 31, 26

-73

0.00%

PFG Investments, LLC

4.35K

Mar 31, 26

+2.26K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.27K

Mar 31, 26

-1.47K

0.00%

Spectrum Planning & Advisory Services Inc.

4.26K

Mar 31, 26

-1.14K

0.00%

SHEETS SMITH WEALTH MANAGEMENT

4.21K

Mar 31, 26

+51

0.00%

Hickory Point Bank & Trust

4.17K

Mar 31, 26

0.00%

MARIPAU WEALTH MANAGEMENT LLC

4.12K

Mar 31, 26

+4.12K

0.00%

HARBOUR INVESTMENTS, INC.

4.12K

Mar 31, 26

-456

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

4.10K

Mar 31, 26

+115

0.00%

Continuum Advisory, LLC

3.95K

Mar 31, 26

+3.95K

0.00%

Prime Capital Investment Advisors, LLC

3.92K

Mar 31, 26

+1.41K

0.00%

DGS Capital Management, LLC

3.90K

Mar 31, 26

-298

0.00%

Hilltop National Bank

3.88K

Mar 31, 26

0.00%

Hanlon Investment Management, Inc.

3.83K

Mar 31, 26

+3.83K

0.00%

Gallagher Fiduciary Advisors, LLC

3.83K

Mar 31, 26

+3.83K

0.00%

OLD NATIONAL BANCORP /IN/

3.83K

Mar 31, 26

-612

0.00%

ASSOCIATED BANC-CORP

3.82K

Mar 31, 26

-4

0.00%

Cooper Financial Group

3.78K

Mar 31, 26

-1.29K

0.00%

Elevated Capital Advisors, LLC

3.78K

Mar 31, 26

-270

0.00%

Unified Investment Management

3.78K

Mar 31, 26

-90

0.00%

Urban Financial Advisory Corp

3.77K

Mar 31, 26

+93

0.00%

Diversified Trust Co

3.75K

Mar 31, 26

0.00%

Cape Investment Advisory, Inc.

3.74K

Mar 31, 26

+3.27K

0.00%

Balentine LLC

3.73K

Mar 31, 26

0.00%

Kelly Financial Services LLC

3.69K

Mar 31, 26

+3.69K

0.00%

Fidelis Capital Partners, LLC

3.69K

Mar 31, 26

0.00%

Wolff Financial Management LLC

3.69K

Mar 31, 26

-63

0.00%

Pines Wealth Management, LLC

3.67K

Mar 31, 26

-274

0.00%

Guidance Point Advisors, LLC

3.66K

Mar 31, 26

0.00%

ASPIRIANT, LLC

3.66K

Mar 31, 26

-1

0.00%

PUREfi Wealth, LLC

3.66K

Mar 31, 26

+3.66K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

3.62K

Mar 31, 26

0.00%

Connecticut Wealth Management, LLC

3.58K

Mar 31, 26

+249

0.00%

Helen Stephens Group, LLC

3.58K

Mar 31, 26

0.00%

LIFELONG WEALTH ADVISORS, INC.

3.58K

Mar 31, 26

+277

0.00%

THEORY FINANCIAL LLC

3.57K

Mar 31, 26

+853

0.00%

DOLIVER ADVISORS, LP

3.57K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

3.55K

Mar 31, 26

-23

0.00%

Redwood Investment Management, LLC

3.53K

Mar 31, 26

+174

0.00%

FULTON BANK, N.A.

3.50K

Mar 31, 26

-1.83K

0.00%

GWN SECURITIES INC.

3.47K

Mar 31, 26

+3.47K

0.00%

Krilogy Financial LLC

3.47K

Mar 31, 26

+1.68K

0.00%

Fisher Asset Management, LLC

3.46K

Mar 31, 26

-1.15K

0.00%

Waldron Private Wealth LLC

3.44K

Mar 31, 26

+205

0.00%

Milestone Asset Management Group, LLC

3.43K

Mar 31, 26

0.00%

Evanson Asset Management, LLC

3.43K

Mar 31, 26

-51

0.00%

Sentinus, LLC

3.42K

Mar 31, 26

-1.55K

0.00%

CGN Advisors LLC

3.39K

Mar 31, 26

+40

0.00%

FSA Advisors, Inc.

3.36K

Mar 31, 26

+3.36K

0.00%

Aspire Capital Advisors LLC

3.35K

Mar 31, 26

0.00%

Tempus Wealth Planning, LLC

3.35K

Mar 31, 26

-1.13K

0.00%

TCG Advisory Services, LLC

3.35K

Mar 31, 26

-27

0.00%

Fermata Advisors, LLC

3.34K

Mar 31, 26

-279

0.00%

Vident Advisory, LLC

3.34K

Mar 31, 26

+258

0.00%

Bragg Financial Advisors, Inc

3.33K

Mar 31, 26

0.00%

TD Capital Management LLC

3.30K

Mar 31, 26

0.00%

Hobart Private Capital, LLC

3.29K

Mar 31, 26

-45

0.00%

Westfuller Advisors, LLC

3.29K

Mar 31, 26

0.00%

Triangle Securities Wealth Management

3.29K

Mar 31, 26

+87

0.00%

Security Financial Services, INC.

3.29K

Mar 31, 26

+400

0.00%

CUSTOM INDEX SYSTEMS, LLC

3.28K

Mar 31, 26

+3.28K

0.00%

Jaffetilchin Investment Partners, LLC

3.26K

Mar 31, 26

+19

0.00%

CONNING INC.

3.25K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.25K

Mar 31, 26

+2.89K

0.00%

SRS Capital Advisors, Inc.

3.25K

Mar 31, 26

-7.37K

0.00%

Ledyard National Bank

3.24K

Mar 31, 26

0.00%

HARDING LOEVNER LP

3.24K

Mar 31, 26

+1.44K

0.00%

Stokes Family Office, LLC

3.21K

Mar 31, 26

-2.38K

0.00%

Laurel Wealth Advisors LLC

3.21K

Mar 31, 26

-1

0.00%

LongView Wealth Management

3.20K

Mar 31, 26

+3.20K

0.00%

MISSION WEALTH MANAGEMENT, LP

3.17K

Mar 31, 26

-11

0.00%

StoneX Group Inc.

3.08K

Mar 31, 26

-2.77K

0.00%

Perennial Investment Advisors, LLC

3.07K

Mar 31, 26

+3.07K

0.00%

Pettinga Financial Advisors, LLC

3.06K

Mar 31, 26

-85

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

3.05K

Mar 31, 26

+830

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

3.03K

Mar 31, 26

+3.03K

0.00%

Modera Wealth Management, LLC

3.02K

Mar 31, 26

+682

0.00%

CHARTER RESEARCH & INVESTMENT GROUP, INC.

2.98K

Mar 31, 26

+70

0.00%

TWO SIGMA SECURITIES, LLC

2.96K

Mar 31, 26

+2.96K

0.00%

PATTEN & PATTEN INC/TN

2.95K

Mar 31, 26

+839

0.00%

Heartwood Wealth Advisors LLC

2.93K

Mar 31, 26

+2.93K

0.00%

Cedar Point Capital Partners, LLC

2.92K

Mar 31, 26

+872

0.00%

FORTRESS FINANCIAL GROUP, LLC

2.89K

Mar 31, 26

0.00%

STEPHEN J. GARRY & ASSOCIATES, LLC

2.89K

Mar 31, 26

+50

0.00%

Allworth Financial LP

2.89K

Mar 31, 26

-82

0.00%

Wedmont Private Capital

2.87K

Mar 31, 26

0.00%

Summit Financial Strategies, Inc.

2.84K

Mar 31, 26

-826

0.00%

Advisory Alpha, LLC

2.83K

Mar 31, 26

+153

0.00%

VisionPoint Advisory Group, LLC

2.81K

Mar 31, 26

+2.81K

0.00%

Rossby Financial, LCC

2.81K

Mar 31, 26

+431

0.00%

BESSEMER GROUP INC

2.81K

Mar 31, 26

-63

0.00%

Midwest Heritage Bank, FSB

2.81K

Mar 31, 26

-815

0.00%

KFA Private Wealth Group, LLC

2.80K

Mar 31, 26

+2.80K

0.00%

GeoWealth Management, LLC

2.80K

Mar 31, 26

+1.89K

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

2.78K

Mar 31, 26

-276

0.00%

Hurlow Wealth Management Group, Inc.

2.78K

Mar 31, 26

-10

0.00%

Maridea Wealth Management LLC

2.77K

Mar 31, 26

+463

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

2.76K

Mar 31, 26

+2.76K

0.00%

Sequent Planning LLC

2.74K

Mar 31, 26

+2.74K

0.00%

XY Planning Network, Inc.

2.74K

Mar 31, 26

+2.74K

0.00%

Rollins Financial Advisors, LLC

2.73K

Mar 31, 26

+474

0.00%

NOVUS ADVISORS, LLC

2.72K

Mar 31, 26

-136

0.00%

ERn Financial, LLC

2.69K

Mar 31, 26

+172

0.00%

AdvisorNet Financial, Inc

2.69K

Mar 31, 26

+831

0.00%

Atlatl Advisers LLC

2.69K

Mar 31, 26

+631

0.00%

SUTTON PLACE INVESTORS LLC

2.68K

Mar 31, 26

-144

0.00%

FLC Capital Advisors

2.67K

Mar 31, 26

0.00%

Madison Wealth Partners, Inc

2.66K

Mar 31, 26

+82

0.00%

CORTLAND ASSOCIATES INC/MO

2.61K

Mar 31, 26

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

2.61K

Mar 31, 26

-900

0.00%

Brand Asset Management Group, Inc.

2.61K

Mar 31, 26

+2.61K

0.00%

Hemenway Trust Co LLC

2.60K

Mar 31, 26

+2.60K

0.00%

Legacy Wealth Asset Management, LLC

2.59K

Mar 31, 26

-65

0.00%

CERTUITY, LLC

2.58K

Mar 31, 26

+2.58K

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

2.57K

Mar 31, 26

0.00%

JGP Wealth Management, LLC

2.56K

Mar 31, 26

+602

0.00%

Quartz Partners, LLC

2.54K

Mar 31, 26

-1.55K

0.00%

KELLY FINANCIAL GROUP LLC

2.52K

Mar 31, 26

+516

0.00%

Provenance Wealth Advisors, LLC

2.50K

Mar 31, 26

0.00%

Ameritas Advisory Services, LLC

2.50K

Mar 31, 26

0.00%

Retirement Solution Inc.

2.49K

Mar 31, 26

+299

0.00%

Synergy Financial Group, LTD

2.47K

Mar 31, 26

0.00%

ALTFEST L J & CO INC

2.47K

Mar 31, 26

0.00%

Bonfire Financial

2.47K

Mar 31, 26

0.00%

Resurgent Financial Advisors LLC

2.46K

Mar 31, 26

+2.46K

0.00%

Cyndeo Wealth Partners, LLC

2.46K

Mar 31, 26

-267

0.00%

My Personal CFO, LLC

2.45K

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

2.45K

Mar 31, 26

+25

0.00%

SCOTIA CAPITAL INC.

2.43K

Mar 31, 26

+609

0.00%

McGlone Suttner Wealth Management, Inc.

2.42K

Mar 31, 26

0.00%

Goldstein Advisors, LLC

2.41K

Mar 31, 26

+40

0.00%

JMG Financial Group, Ltd.

2.41K

Mar 31, 26

-1.01K

0.00%

Heritage Family Offices, LLP

2.40K

Mar 31, 26

-421

0.00%

Fonville Wealth Management LLC

2.38K

Mar 31, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

2.37K

Mar 31, 26

+2.37K

0.00%

Yoffe Investment Management, LLC

2.36K

Mar 31, 26

0.00%

Oakworth Capital, Inc.

2.35K

Mar 31, 26

0.00%

Beacon Financial Advisory LLC

2.32K

Mar 31, 26

-533

0.00%

Orin Green Financial, LLC

2.31K

Mar 31, 26

-253

0.00%

Strathmore Capital Advisors, Inc.

2.31K

Mar 31, 26

+2.31K

0.00%

Walkner Condon Financial Advisors LLC

2.30K

Mar 31, 26

-91

0.00%

Proactive Wealth Strategies LLC

2.30K

Mar 31, 26

+2.30K

0.00%

Williams Jones Wealth Management, LLC.

2.29K

Mar 31, 26

+2.29K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.27K

Mar 31, 26

+722

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.26K

Mar 31, 26

0.00%

NWAM LLC

2.24K

Mar 31, 26

+2.24K

0.00%

Strategic Financial Concepts, LLC

2.23K

Mar 31, 26

+2.23K

0.00%

Stirlingshire Investments, Inc.

2.22K

Mar 31, 26

+2.22K

0.00%

Rosenberg Matthew Hamilton

2.22K

Mar 31, 26

-217

0.00%

Centerline Wealth Advisors, LLC

2.19K

Mar 31, 26

-4.42K

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

2.17K

Mar 31, 26

+2.17K

0.00%

CHANNEL WEALTH LLC

2.16K

Mar 31, 26

-2

0.00%

Holistic Planning, LLC

2.15K

Mar 31, 26

-176

0.00%

WEALTHGARDEN F.S. LLC

2.13K

Mar 31, 26

+2.13K

0.00%

Cornerstone Wealth Management, LLC

2.13K

Mar 31, 26

-1.07K

0.00%

CRA Financial Services, LLC

2.13K

Mar 31, 26

0.00%

Neumann Capital Management, LLC

2.13K

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

2.12K

Mar 31, 26

0.00%

Freestone Capital Holdings, LLC

2.10K

Mar 31, 26

-158

0.00%

Financial Partners Group, Inc

2.05K

Mar 31, 26

0.00%

Watchman Group, Inc.

2.05K

Mar 31, 26

-9.06K

0.00%

Community Financial Services Group, LLC

2.03K

Mar 31, 26

0.00%

Accretive Wealth Partners, LLC

1.99K

Mar 31, 26

0.00%

Commonwealth Financial Services, LLC

1.99K

Mar 31, 26

-66

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.97K

Mar 31, 26

0.00%

Veracity Capital LLC

1.97K

Mar 31, 26

+1.97K

0.00%

FIRST FINANCIAL CORP /IN/

1.95K

Mar 31, 26

+319

0.00%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

1.95K

Mar 31, 26

+1.95K

0.00%

FLAGSTAR ADVISORS INC.

1.95K

Mar 31, 26

+1.95K

0.00%

Goelzer Investment Management, Inc.

1.94K

Mar 31, 26

+1.94K

0.00%

Essex Savings Bank

1.93K

Mar 31, 26

-182

0.00%

Haverford Trust Co

1.91K

Mar 31, 26

-757

0.00%

HBK Sorce Advisory LLC

1.90K

Mar 31, 26

+1.90K

0.00%

NorthLanding Financial Partners, LLC

1.90K

Mar 31, 26

0.00%

XML Financial, LLC

1.90K

Mar 31, 26

0.00%

SHUFRO ROSE & CO LLC

1.88K

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

1.85K

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

1.85K

Mar 31, 26

-1.46K

0.00%

Journey Beyond Wealth, LLC

1.85K

Mar 31, 26

-51

0.00%

Hudson Portfolio Management LLC

1.84K

Mar 31, 26

0.00%

Alhambra Investment Partners LLC

1.83K

Mar 31, 26

0.00%

MEANS INVESTMENT CO., INC.

1.83K

Mar 31, 26

0.00%

AA Financial Advisors, LLC

1.82K

Mar 31, 26

+1.82K

0.00%

Intelligence Driven Advisers, LLC

1.81K

Mar 31, 26

0.00%

Hyundai Investments Co., Ltd.

1.79K

Mar 31, 26

-2.25K

0.00%

Bank of Jackson Hole Trust

1.75K

Mar 31, 26

0.00%

Cornerstone Wealth Group, LLC

1.74K

Mar 31, 26

+1.74K

0.00%

REAP Financial Group, LLC

1.73K

Mar 31, 26

-62

0.00%

Osbon Capital Management LLC

1.66K

Mar 31, 26

-57

0.00%

NATIONAL BANK OF CANADA /FI/

1.64K

Mar 31, 26

-6.15K

0.00%

Sage Mountain Advisors LLC

1.62K

Mar 31, 26

0.00%

Vermillion & White Wealth Management Group, LLC

1.53K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

1.53K

Mar 31, 26

+660

0.00%

ARCADIA INVESTMENT ADVISORS LLC

1.50K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.47K

Mar 31, 26

-3.24K

0.00%

New Republic Capital, LLC

1.46K

Mar 31, 26

+1.32K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.39K

Mar 31, 26

-799

0.00%

Vanguard National Trust Co

1.38K

Mar 31, 26

+1.38K

0.00%

Sound Income Strategies, LLC

1.36K

Mar 31, 26

-694

0.00%

Merkkuri Wealth Advisors LLC

1.34K

Mar 31, 26

+1.34K

0.00%

WEBSTER BANK, N. A.

1.29K

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.21K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

1.16K

Mar 31, 26

+1.16K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

1.10K

Mar 31, 26

+1.10K

0.00%

GAMMA Investing LLC

1.10K

Mar 31, 26

-461

0.00%

Hanson & Doremus Investment Management

1.07K

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

1.06K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

973

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

972

Mar 31, 26

0.00%

Dynamic Wealth Strategies, LLC

967

Mar 31, 26

0.00%

Peterson Wealth Services

960

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

949

Mar 31, 26

+86

0.00%

Strategic Wealth Partners, Ltd.

947

Mar 31, 26

-23

0.00%

Addison Advisors LLC

943

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

935

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

902

Mar 31, 26

0.00%

WHITTIER TRUST CO

900

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

894

Mar 31, 26

+183

0.00%

MeadowBrook Investment Advisors LLC

891

Mar 31, 26

0.00%

POM Investment Strategies, LLC

869

Mar 31, 26

+837

0.00%

FINANCIAL CONSULATE, INC

830

Mar 31, 26

+385

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

749

Mar 31, 26

0.00%

Tidemark, LLC

728

Mar 31, 26

+67

0.00%

WHITTIER TRUST CO OF NEVADA INC

725

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

716

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

681

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

639

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

639

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

609

Mar 31, 26

0.00%

Global Assets Advisory, LLC

573

Mar 31, 26

+573

0.00%

Leo H. Evart, Inc.

539

Mar 31, 26

+539

0.00%

Activest Wealth Management

536

Mar 31, 26

0.00%

Allspring Global Investments Holdings, LLC

530

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

527

Mar 31, 26

0.00%

Dunhill Financial, LLC

519

Mar 31, 26

+187

0.00%

Mascoma Wealth Management LLC

519

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

512

Mar 31, 26

+50

0.00%

SALEM INVESTMENT COUNSELORS INC

502

Mar 31, 26

+502

0.00%

HighMark Wealth Management LLC

498

Mar 31, 26

-174

0.00%

Frazier Financial Advisors, LLC

493

Mar 31, 26

0.00%

LOWE BROCKENBROUGH & CO INC

487

Mar 31, 26

0.00%

Coston, McIsaac & Partners

480

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

465

Mar 31, 26

+465

0.00%

Missouri Trust & Investment Co

460

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

454

Mar 31, 26

0.00%

Integrity Financial Corp /WA

437

Mar 31, 26

0.00%

Imprint Wealth LLC

434

Mar 31, 26

0.00%

West Financial Advisors, LLC

430

Mar 31, 26

+44

0.00%

Hughes Financial Services, LLC

426

Mar 31, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

422

Mar 31, 26

0.00%

Team Financial Group, LLC

415

Mar 31, 26

-8

0.00%

Financial Gravity Asset Management, Inc.

413

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

397

Mar 31, 26

-160

0.00%

CVA Family Office, LLC

366

Mar 31, 26

0.00%

Colonial Trust Co / SC

362

Mar 31, 26

-12

0.00%

Collier Financial

350

Mar 31, 26

0.00%

AlphaCore Capital LLC

333

Mar 31, 26

+41

0.00%

Root Financial Partners, LLC

327

Mar 31, 26

-362

0.00%

Hamilton Point Investment Advisors, LLC

326

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

322

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

321

Mar 31, 26

0.00%

TSFG, LLC

306

Mar 31, 26

-19

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

302

Mar 31, 26

0.00%

Anchor Investment Management, LLC

301

Mar 31, 26

0.00%

Wells Financial Advisors INC

295

Mar 31, 26

-820

0.00%

Coastline Trust Co

282

Mar 31, 26

+282

0.00%

Barnes Dennig Private Wealth Management LLC

278

Mar 31, 26

0.00%

Breakwater Investment Management

275

Mar 31, 26

0.00%

PROTECTIVE LIFE CORP

254

Mar 31, 26

+254

0.00%

Rice Partnership, LLC

250

Mar 31, 26

0.00%

Riverview Trust Co

248

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

246

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

245

Mar 31, 26

0.00%

Richardson Capital Management LLC

244

Mar 31, 26

-22

0.00%

ST GERMAIN D J CO INC

234

Mar 31, 26

0.00%

Bangor Savings Bank

227

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

199

Mar 31, 26

0.00%

ATWOOD & PALMER INC

193

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

190

Mar 31, 26

-45

0.00%

ROGCO, LP

188

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

183

Mar 31, 26

+183

0.00%

EPG Wealth Management LLC

179

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

178

Mar 31, 26

-28

0.00%

HOWE & RUSLING INC

173

Mar 31, 26

0.00%

Park Place Capital Corp

173

Mar 31, 26

0.00%

WealthCollab, LLC

171

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

162

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

161

Mar 31, 26

+161

0.00%

WFA of San Diego, LLC

157

Mar 31, 26

0.00%

Triumph Capital Management

155

Mar 31, 26

0.00%

Arlington Trust Co LLC

145

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

142

Mar 31, 26

+142

0.00%

Measured Wealth Private Client Group, LLC

137

Mar 31, 26

+137

0.00%

HANTZ FINANCIAL SERVICES, INC.

134

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

128

Mar 31, 26

+128

0.00%

Bernard Wealth Management Corp.

120

Mar 31, 26

0.00%

Asset Dedication, LLC

113

Mar 31, 26

+113

0.00%

Center for Financial Planning, Inc.

110

Mar 31, 26

0.00%

Glassman Wealth Services

109

Mar 31, 26

0.00%

Horizon Investments, LLC

104

Mar 31, 26

+52

0.00%

Hurley Capital, LLC

101

Mar 31, 26

0.00%

Smithfield Trust Co

100

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

+87

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Mar 31, 26

0.00%

Operose Advisors LLC

Mar 31, 26

-13

0.00%

TANAKA CAPITAL MANAGEMENT INC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

+79

0.00%

Quaker Wealth Management, LLC

Mar 31, 26

0.00%

Roxbury Financial LLC

Mar 31, 26

0.00%

Crewe Advisors LLC

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

+73

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+67

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

+25

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Mar 31, 26

-1

0.00%

GRAND WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

Versant Capital Management, Inc

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

+34

0.00%

Clearstead Advisors, LLC

Mar 31, 26

+38

0.00%

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Sachetta, LLC

Mar 31, 26

0.00%

Trust Co

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-82

0.00%

SITTNER & NELSON, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

+25

0.00%

Grove Bank & Trust

Mar 31, 26

+23

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

+21

0.00%

ESL Trust Services, LLC

Mar 31, 26

0.00%

GODSEY & GIBB, INC

Mar 31, 26

-7

0.00%

Provident Wealth Management, LLC

Mar 31, 26

0.00%

CHELSEA COUNSEL CO

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

CX Institutional

Mar 31, 26

0.00%

Kozak & Associates, Inc.

Mar 31, 26

0.00%

DRW Securities, LLC

Mar 31, 26

-5.12K

FIRST COMMUNITY TRUST NA

Mar 31, 26

-589

FLPUTNAM INVESTMENT MANAGEMENT CO

Mar 31, 26

-2.85K

Cherry Tree Wealth Management, LLC

Mar 31, 26

-34

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-15.97K

ABOUND FINANCIAL, LLC

Mar 31, 26

-40.62K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-56.48K

ALLIANCEBERNSTEIN L.P.

Mar 31, 26

-13.44K

MACROVIEW INVESTMENT MANAGEMENT LLC

Mar 31, 26

-7.01K

Venture Visionary Partners LLC

Mar 31, 26

-1.95K

MASECO LLP

Mar 31, 26

-87

Professional Financial Advisors, LLC

Mar 31, 26

-1.88K

NVWM, LLC

Mar 31, 26

-19

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-8.38K

Wealthcare Advisory Partners LLC

Mar 31, 26

-5.52K

MSH Capital Advisors LLC

Mar 31, 26

-1.78K

Intrua Financial, LLC

Mar 31, 26

-2.34K

GoalVest Advisory LLC

Mar 31, 26

-20

Busey Wealth Management

Mar 31, 26

-3.61K

Beacon Bridge Wealth Partners, LLC

Mar 31, 26

-2.21K

KM Capital Management Ltd.

Mar 31, 26

-14.59K

IFG Advisory, LLC

Mar 31, 26

-6.46K

American Trust

Mar 31, 26

-2.25K

DecisionMap Wealth Management, LLC

Mar 31, 26

-2.06K

Elyxium Wealth, LLC

Mar 31, 26

-158

Pallas Capital Advisors LLC

Mar 31, 26

-5.77K

FLOW TRADERS U.S. LLC

Mar 31, 26

-27.34K

BCS Wealth Management

Mar 31, 26

-3.68K

SIGNET FINANCIAL MANAGEMENT, LLC

Mar 31, 26

-7.35K

MIDLAND WEALTH ADVISORS LLC

Mar 31, 26

-2.28K

Wealth Watch Advisors, INC

Mar 31, 26

-77

Morton Brown Family Wealth, LLC

Mar 31, 26

-51

AVAII WEALTH MANAGEMENT, LLC

Mar 31, 26

-1.98K

Fortitude Family Office, LLC

Mar 31, 26

-165

Venturi Wealth Management, LLC

Mar 31, 26

-12.31K

OPTIMA CAPITAL LLC

Mar 31, 26

-822

NTV ASSET MANAGEMENT LLC

Mar 31, 26

-1.77K

Ridgeline Wealth, LLC

Mar 31, 26

-2.23K

Magnus Financial Group LLC

Mar 31, 26

-1.82K

Diversify Advisory Services, LLC

Mar 31, 26

-9.04K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-31

Integrated Advisors Network LLC

Mar 31, 26

-4.92K

Quadrature Capital Ltd

Mar 31, 26

-17.32K

Foster Group, Inc.

Mar 31, 26

-2.16K

Qube Research & Technologies Ltd

Mar 31, 26

-1

Whipplewood Advisors, LLC

Mar 31, 26

-305

KEYVANTAGE WEALTH, LLC

Mar 31, 26

-2.02K

Reyes Financial Architecture, Inc.

Mar 31, 26

-20

Woodside Wealth Management LLC

Mar 31, 26

-404

Neuberger Berman Group LLC

Mar 31, 26

-41.79K

FFG RETIREMENT ADVISORS LLC

Mar 31, 26

-4.28K

Global View Capital Management LLC

Mar 31, 26

-2.09K

M1 Capital Management LLC

Mar 31, 26

-27.27K

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%

Global Retirement Partners, LLC

17.91K

Dec 31, 25

-631

0.02%

High Falls Advisors, Inc

13.48K

Dec 31, 25

-15.97K

0.01%

SageView Advisory Group, LLC

10.40K

Dec 31, 25

+36

0.01%

Dentgroup LLC

7.96K

Dec 31, 25

+605

0.01%

MidWestOne Financial Group, Inc.

5.37K

Dec 31, 25

-479

0.01%

Main Street Financial Solutions, LLC

3.06K

Dec 31, 25

-14

0.00%

FineMark National Bank & Trust

2.99K

Dec 31, 25

+267

0.00%

TRUST CO OF VERMONT

2.72K

Dec 31, 25

+131

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%

MARYLAND CAPITAL ADVISORS INC.

191

Dec 31, 25

+191

0.00%

Ransom Advisory, Ltd

131

Dec 31, 25

+131

0.00%

Nalls Sherbakoff Group, LLC

100

Dec 31, 25

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

BUSH INVESTMENT GROUP, LLC

Dec 31, 25

-3.16K

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%

Financial Gravity Companies, Inc.

1.12K

Jun 30, 25

+1.12K

0.00%

Centricity Wealth Management, LLC

522

Jun 30, 25

0.00%

Kings Path Partners LLC

520

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%

Unique Wealth Strategies, LLC

559

Jun 30, 24

+559

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%

3D/L Capital Management, LLC

Sep 30, 23

-3.05K

Polaris Wealth Advisory Group, LLC

Sep 30, 23

-34.86K

WealthOne, LLC

Sep 30, 23

-2.33K

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%

ADVISOR PARTNERS LLC

Jun 30, 22

-2.43K

BAR HARBOR TRUST SERVICES

Jun 30, 22

-2.19K

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%

Bernicke Wealth Management, Ltd.

2.76K

Jun 30, 20

-352

0.00%

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%

NATIONAL PLANNING CORP

Dec 31, 17

-9.78K

SII INVESTMENTS INC/WI

Dec 31, 17

-5.01K

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%