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Institutional Ownership

Top 1028 Institutional Holders
HolderSharesDateChange% Held
EASTERN BANK276.23KSep 30, 26-4.26K0.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC266.19KSep 30, 26+4.58K0.24%
Windsor Capital Management, LLC188.91KSep 30, 26+11.22K0.17%
Shira Ridge Wealth Management137.46KSep 30, 26+2.37K0.12%
Blue Sky Capital Consultants Group, Inc.98.89KSep 30, 26+54.57K0.09%
Farther Finance Advisors, LLC93.63KSep 30, 26+14.05K0.08%
Apella Capital, LLC81.60KSep 30, 26+2.64K0.07%
Xena Financial Planning, LLC71.37KSep 30, 26-3.77K0.06%
RVW Wealth, LLC56.80KSep 30, 26-6470.05%
Midwest Financial Partners Investments, Inc.41.99KSep 30, 26-1.26K0.04%
CANANDAIGUA NATIONAL BANK & TRUST CO37.50KSep 30, 26+2630.03%
Sincerus Advisory, LLC37.13KSep 30, 26+5470.03%
BAILARD, INC.36.34KSep 30, 26-5520.03%
Ulrich Consultants & Investment Group, LLC30.42KSep 30, 26+30.42K0.03%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27.87KSep 30, 26+3030.02%
RTD Financial Advisors, Inc.27.79KSep 30, 26-1620.02%
Baron Financial Group, LLC27.60KSep 30, 26-2.53K0.02%
Pioneer Wealth Management Group26.57KSep 30, 26-2.66K0.02%
BigSur Wealth Management LLC23.00KSep 30, 26--0.02%
First Financial Bank - Trust Division20.02KSep 30, 26--0.02%
ZRC WEALTH MANAGEMENT, LLC19.30KSep 30, 26+1.46K0.02%
Archer Investment Management, LLC18.70KSep 30, 26+8.34K0.02%
Acropolis Investment Management, LLC17.58KSep 30, 26+130.02%
RHS Financial, LLC17.50KSep 30, 26+1600.02%
Williams & Novak, LLC15.92KSep 30, 26--0.01%
Richard P Slaughter Associates Inc15.17KSep 30, 26-2.18K0.01%
Brewster Financial Planning LLC14.93KSep 30, 26+3.67K0.01%
HF Advisory Group, LLC14.07KSep 30, 26+4450.01%
Coastline Trust Co14.06KSep 30, 26-1.93K0.01%
Pathway Financial Advisors LLC13.46KSep 30, 26+1.02K0.01%
MASSMUTUAL TRUST CO FSB/ADV11.42KSep 30, 26-1750.01%
Dynamic Advisor Solutions LLC11.33KSep 30, 26+1390.01%
Cambridge Financial Group, LLC10.58KSep 30, 26--0.01%
Foster Group, Inc.10.45KSep 30, 26-1.34K0.01%
SAX WEALTH ADVISORS, LLC9.27KSep 30, 26-1480.01%
Great Diamond Partners, LLC8.59KSep 30, 26+4100.01%
Montecito Bank & Trust8.55KSep 30, 26-1000.01%
Wedmont Private Capital7.68KSep 30, 26+280.01%
Level Financial Advisors, Inc.7.65KSep 30, 26--0.01%
WT Wealth Management7.00KSep 30, 26+5720.01%
Aaron Wealth Advisors LLC6.97KSep 30, 26+9100.01%
MATRIX ASSET ADVISORS INC/NY6.58KSep 30, 26+970.01%
MOGY JOEL R INVESTMENT COUNSEL INC6.23KSep 30, 26--0.01%
Bangor Savings Bank5.64KSep 30, 26+1080.01%
Leverty Financial Group, LLC5.43KSep 30, 26+1.65K0.00%
Wealth Enhancement Trust Services, Inc.5.41KSep 30, 26-4780.00%
DWR WEALTH MANAGEMENT, LLC5.30KSep 30, 26+5980.00%
Bigelow Investment Advisors, LLC5.20KSep 30, 26-130.00%
SigFig Wealth Management, LLC5.02KSep 30, 26-1420.00%
Affinity Capital Advisors, LLC4.82KSep 30, 26-200.00%
Veracity Capital LLC4.68KSep 30, 26--0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC4.31KSep 30, 26+6200.00%
Syntegra Private Wealth Group, LLC4.13KSep 30, 26+3560.00%
Nautilus Advisors LLC4.00KSep 30, 26--0.00%
Krilogy Financial LLC3.98KSep 30, 26-40.00%
JGP Wealth Management, LLC3.87KSep 30, 26+9250.00%
Cassilly Financial Group LLC3.74KSep 30, 26+290.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3.57KSep 30, 26+20.00%
Shum Financial Group, Inc.3.49KSep 30, 26+2680.00%
NorthCrest Asset Manangement, LLC3.14KSep 30, 26-130.00%
Connecticut Wealth Management, LLC2.97KSep 30, 26+1360.00%
Stonebridge Financial Group, LLC2.41KSep 30, 26--0.00%
Chesley Taft & Associates LLC2.40KSep 30, 26-1.78K0.00%
MLG Wealth Management DBA Pine Grove Financial Group2.33KSep 30, 26+2.33K0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC2.33KSep 30, 26--0.00%
Financial Futures Ltd Liability Co.2.25KSep 30, 26+960.00%
Mengis Capital Management, Inc.2.22KSep 30, 26--0.00%
LifeGoal Wealth Advisors2.19KSep 30, 26--0.00%
Emergent Wealth Advisors, LLC2.12KSep 30, 26+160.00%
Kaizen Financial Strategies2.10KSep 30, 26--0.00%
Capital Advisors Wealth Management, LLC2.08KSep 30, 26--0.00%
FC Advisory LLC1.98KSep 30, 26+1.98K0.00%
INDEPENDENT FINANCIAL GROUP, LLC1.96KSep 30, 26-2800.00%
Mallini Complete Financial Planning LLC1.95KSep 30, 26--0.00%
CoreCap Advisors, LLC1.79KSep 30, 26-170.00%
Trust Co895Sep 30, 26+130.00%
MJT & Associates Financial Advisory Group, Inc.796Sep 30, 26+330.00%
AMERICAN NATIONAL BANK725Sep 30, 26--0.00%
Cape Investment Advisory, Inc.707Sep 30, 26--0.00%
Pacifica Partners Inc.643Sep 30, 26-1070.00%
Downshift Financial, LLC427Sep 30, 26--0.00%
HARBOR INVESTMENT ADVISORY, LLC418Sep 30, 26+650.00%
Investors Research Corp217Sep 30, 26-3720.00%
GAMMA Investing LLC176Sep 30, 26-1.66K0.00%
CX Institutional157Sep 30, 26--0.00%
TOTH FINANCIAL ADVISORY CORP59Sep 30, 26--0.00%
Horizons Wealth Management47Sep 30, 26+470.00%
Davis Capital Management9Sep 30, 26--0.00%
COURIER CAPITAL LLC--Sep 30, 26-8.41K--
BayBridge Capital Group, LLC--Sep 30, 26-2.37K--
Founders Capital Management--Sep 30, 26-73--
BANK OF AMERICA CORP /DE/9.46MJun 30, 26+34.11K8.45%
JPMORGAN CHASE & CO7.77MJun 30, 26-15.19K6.94%
Empower Advisory Group, LLC5.43MJun 30, 26-42.38K4.85%
NORTHERN TRUST CORP5.06MJun 30, 26+352.97K4.52%
MORGAN STANLEY4.87MJun 30, 26+542.30K4.35%
FMR LLC4.58MJun 30, 26+607.88K4.09%
Betterment LLC3.97MJun 30, 26+53.75K3.55%
TIAA Wealth Investment Management LLC2.95MJun 30, 26+76.03K2.64%
Acorns Advisers, LLC1.64MJun 30, 26+63.85K1.47%
UBS Group AG1.56MJun 30, 26+17.32K1.40%
WELLS FARGO & COMPANY/MN1.53MJun 30, 26+12.08K1.37%
MERCER GLOBAL ADVISORS INC /ADV1.48MJun 30, 26+51.27K1.33%
US BANCORP \DE\1.29MJun 30, 26+453.66K1.15%
Wealthfront Advisers LLC1.28MJun 30, 26+75.33K1.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.27MJun 30, 26+39.75K1.14%
ENVESTNET ASSET MANAGEMENT INC1.22MJun 30, 26-261.30K1.09%
GOLDMAN SACHS GROUP INC1.22MJun 30, 26-598.13K1.09%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC1.12MJun 30, 26+55.96K1.00%
FLPUTNAM INVESTMENT MANAGEMENT CO1.06MJun 30, 26-52.43K0.95%
PNC FINANCIAL SERVICES GROUP, INC.975.97KJun 30, 26+28.59K0.87%
AMERIPRISE FINANCIAL INC973.62KJun 30, 26-29.82K0.87%
LPL Financial LLC945.48KJun 30, 26+38.05K0.84%
SPINNAKER TRUST907.38KJun 30, 26-140.56K0.81%
BlackRock, Inc.870.47KJun 30, 26+17.09K0.78%
COMMONWEALTH EQUITY SERVICES, LLC846.71KJun 30, 26+26.82K0.76%
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje775.30KJun 30, 26+775.30K0.69%
EP Wealth Advisors, LLC656.53KJun 30, 26+37.48K0.59%
FIDUCIARY TRUST CO632.31KJun 30, 26-11.51K0.56%
FIFTH THIRD BANCORP615.68KJun 30, 26-8.33K0.55%
Creative Planning597.95KJun 30, 26+2.22K0.53%
M&T BANK CORP557.79KJun 30, 26-28.89K0.50%
ALLIANCEBERNSTEIN L.P.523.18KJun 30, 26+345.65K0.47%
Ellevest, Inc.519.66KJun 30, 26+304.08K0.46%
HighTower Advisors, LLC514.84KJun 30, 26-7.38K0.46%
ROYAL BANK OF CANADA509.93KJun 30, 26+21.13K0.46%
MISSION WEALTH MANAGEMENT, LP492.11KJun 30, 26+53.11K0.44%
Financial Network Wealth Management LLC434.00KJun 30, 26+10.79K0.39%
IMPACTfolio, LLC430.34KJun 30, 26+10.22K0.38%
SEI INVESTMENTS CO375.98KJun 30, 26+6.91K0.34%
Beacon Pointe Advisors, LLC375.36KJun 30, 26+6.68K0.34%
D.A. DAVIDSON & CO.356.41KJun 30, 26+3.33K0.32%
Bond & Devick Financial Network, Inc.346.93KJun 30, 26+11.10K0.31%
Mariner, LLC314.86KJun 30, 26-3.77K0.28%
High Note Wealth, LLC313.17KJun 30, 26-1.35K0.28%
Miracle Mile Advisors, LLC310.10KJun 30, 26+6.53K0.28%
THRIVENT FINANCIAL FOR LUTHERANS304.94KJun 30, 26+90.73K0.27%
Ally Invest Advisors Inc.297.82KJun 30, 26+7.65K0.27%
Cartesian Growth Corp289.26KJun 30, 26+3.62K0.26%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management282.21KJun 30, 26+3950.25%
JONES FINANCIAL COMPANIES LLLP269.48KJun 30, 26+30.61K0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC261.61KJun 30, 26+16.92K0.23%
RAYMOND JAMES FINANCIAL INC257.04KJun 30, 26-1.99K0.23%
MML INVESTORS SERVICES, LLC251.43KJun 30, 26-4.18K0.22%
KEYBANK NATIONAL ASSOCIATION/OH249.14KJun 30, 26+5.88K0.22%
MATHER GROUP, LLC.241.38KJun 30, 26+24.52K0.22%
Stanich Group LLC232.99KJun 30, 26+13.98K0.21%
Bank of New York Mellon Corp226.33KJun 30, 26-23.50K0.20%
BLAIR WILLIAM & CO/IL225.76KJun 30, 26-5.78K0.20%
Odyssey Group, LLC220.18KJun 30, 26+220.18K0.20%
HOWLAND CAPITAL MANAGEMENT LLC203.79KJun 30, 26-550.18%
Steward Partners Investment Advisory, LLC195.24KJun 30, 26-8.76K0.17%
Baird Financial Group, Inc.191.82KJun 30, 26+6.24K0.17%
FinArc Investments, Inc.186.14KJun 30, 26-2.38K0.17%
Windsor Capital Management, LLC177.69KJun 30, 26+1.95K0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP172.73KJun 30, 26+140.55K0.15%
Cambridge Investment Research Advisors, Inc.172.08KJun 30, 26-47.73K0.15%
STIFEL FINANCIAL CORP171.09KJun 30, 26+33.58K0.15%
Financial Engines Advisors L.L.C.163.99KJun 30, 26-1150.15%
Global Retirement Partners, LLC156.53KJun 30, 26+156.53K0.14%
Private Advisor Group, LLC153.21KJun 30, 26-28.72K0.14%
Modera Wealth Management, LLC146.93KJun 30, 26-1.31K0.13%
Atomic Invest LLC137.08KJun 30, 26+131.12K0.12%
Sand Hill Global Advisors, LLC132.54KJun 30, 26+9510.12%
Wealth Architects, LLC132.12KJun 30, 26+1.06K0.12%
CITADEL ADVISORS LLC126.10KJun 30, 26+126.10K0.11%
ALESCO ADVISORS LLC123.19KJun 30, 26-2610.11%
FRANKLIN RESOURCES INC118.84KJun 30, 26+6520.11%
Fund Evaluation Group, LLC116.88KJun 30, 26+3.45K0.10%
Cetera Investment Advisers115.95KJun 30, 26-13.20K0.10%
ROOF EIDAM & MAYCOCK/ADV113.02KJun 30, 26-3170.10%
TRUIST FINANCIAL CORP111.21KJun 30, 26-1.01K0.10%
Impact Investors, Inc110.57KJun 30, 26-7.54K0.10%
Mirae Asset Global Investments Co., Ltd.109.17KJun 30, 26-6.43K0.10%
Clearstead Advisors, LLC106.48KJun 30, 26-155.69K0.10%
Wealthspire Advisors, LLC105.99KJun 30, 26+4.53K0.09%
PRINCIPAL FINANCIAL GROUP INC104.79KJun 30, 26+9.89K0.09%
Forefront Analytics, LLC104.25KJun 30, 26-150.18K0.09%
Rockefeller Capital Management L.P.104.18KJun 30, 26+1.00K0.09%
NewEdge Advisors, LLC102.30KJun 30, 26+17.35K0.09%
Advisory Services Network, LLC99.05KJun 30, 26+2580.09%
Cerity Partners LLC98.14KJun 30, 26+11.73K0.09%
HB Wealth Management, LLC96.76KJun 30, 26+3.83K0.09%
Robertson Stephens Wealth Management, LLC95.97KJun 30, 26+6.05K0.09%
Orgel Wealth Management, LLC90.57KJun 30, 26-1190.08%
Laurel Wealth Planning LLC89.20KJun 30, 26-3.40K0.08%
RAFFA WEALTH MANAGEMENT, LLC84.06KJun 30, 26+5.18K0.08%
Mascoma Wealth Management LLC78.70KJun 30, 26+5.55K0.07%
One Capital Management, LLC77.72KJun 30, 26--0.07%
Envestnet Portfolio Solutions, Inc.76.51KJun 30, 26-50.49K0.07%
ADVISOR GROUP HOLDINGS, INC.76.20KJun 30, 26+21.76K0.07%
Xena Financial Planning, LLC75.14KJun 30, 26+9.28K0.07%
UBS ASSET MANAGEMENT AMERICAS INC74.54KJun 30, 26-9990.07%
JNBA Financial Advisors74.53KJun 30, 26-1030.07%
OLD MISSION CAPITAL LLC73.02KJun 30, 26+73.02K0.07%
PARK AVENUE SECURITIES LLC71.52KJun 30, 26-26.94K0.06%
Facet Wealth, Inc.70.25KJun 30, 26-11.44K0.06%
Relyea Zuckerberg Hanson LLC68.48KJun 30, 26-3500.06%
Centennial Bank/AR/67.92KJun 30, 26+3.13K0.06%
MONETA GROUP INVESTMENT ADVISORS LLC66.99KJun 30, 26-4.16K0.06%
CI Private Wealth, LLC66.60KJun 30, 26-252.25K0.06%
Kestra Advisory Services, LLC63.66KJun 30, 26+5.15K0.06%
Quent Capital, LLC63.62KJun 30, 26-3740.06%
NorthRock Partners, LLC63.34KJun 30, 26+7500.06%
Accredited Investors Inc.63.20KJun 30, 26-2580.06%
Colony Group, LLC63.12KJun 30, 26-4.70K0.06%
WRAPMANAGER INC61.08KJun 30, 26+6640.05%
Fisher Asset Management, LLC60.29KJun 30, 26+2.35K0.05%
CENTRAL TRUST Co59.91KJun 30, 26-6040.05%
OPPENHEIMER ASSET MANAGEMENT INC.59.70KJun 30, 26-590.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC57.27KJun 30, 26+5.08K0.05%
CITIZENS FINANCIAL GROUP INC/RI56.02KJun 30, 26-6.26K0.05%
BSW Wealth Partners55.81KJun 30, 26+3870.05%
Cresset Asset Management, LLC51.87KJun 30, 26-1360.05%
Savant Capital, LLC50.94KJun 30, 26+1.86K0.05%
TRUE BLUE FINANCIAL, LLC50.02KJun 30, 26+24.55K0.04%
Garde Capital, Inc.49.88KJun 30, 26+4230.04%
Decker Retirement Planning Inc.47.24KJun 30, 26+7.99K0.04%
WILEY BROS.-AINTREE CAPITAL, LLC47.02KJun 30, 26+2.21K0.04%
Federation des caisses Desjardins du Quebec46.02KJun 30, 26+11.98K0.04%
Pitcairn Wealth Advisors LLC45.42KJun 30, 26-1300.04%
CIBC Bancorp USA Inc.44.38KJun 30, 26+18.32K0.04%
Blue Sky Capital Consultants Group, Inc.44.31KJun 30, 26+1.65K0.04%
Heritage Wealth Advisors44.20KJun 30, 26+44.20K0.04%
Blue Edge Capital, LLC44.06KJun 30, 26-2.12K0.04%
Veridan Wealth LLC43.95KJun 30, 26+2.52K0.04%
Balanced Rock Investment Advisor43.95KJun 30, 26-1.11K0.04%
Legacy Edge Advisors, LLC42.63KJun 30, 26+4150.04%
Pine Haven Investment Counsel, Inc40.13KJun 30, 26+1.85K0.04%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS40.12KJun 30, 26-9200.04%
NOTTINGHAM ADVISORS, INC.40.06KJun 30, 26-2.45K0.04%
Integris Wealth Management, LLC39.85KJun 30, 26-4870.04%
Keel Point, LLC39.75KJun 30, 26+6000.04%
eCIO, Inc.39.66KJun 30, 26+9100.04%
Aptus Capital Advisors, LLC39.59KJun 30, 26+5.95K0.04%
Dunhill Financial, LLC39.55KJun 30, 26+2.41K0.04%
Brio Consultants, LLC39.51KJun 30, 26+4970.04%
Affiance Financial, LLC39.39KJun 30, 26+1.92K0.04%
Modern Wealth Management, LLC37.02KJun 30, 26-9.72K0.03%
BAILARD, INC.36.90KJun 30, 26+2420.03%
Midwest Trust Co36.68KJun 30, 26+1.33K0.03%
AXXCESS WEALTH MANAGEMENT, LLC36.54KJun 30, 26-2.52K0.03%
CAPTRUST FINANCIAL ADVISORS36.31KJun 30, 26+1110.03%
Hamrick Investment Counsel, llc35.95KJun 30, 26-1.72K0.03%
Vision Capital Management, Inc.35.74KJun 30, 26+2.25K0.03%
Integrated Wealth Concepts LLC35.68KJun 30, 26+9.98K0.03%
HILLTOP WEALTH ADVISORS, LLC35.55KJun 30, 26-1250.03%
SILVER OAK WEALTH ADVISORS SERVICES, LLC35.22KJun 30, 26+2780.03%
Dorsey & Whitney Trust CO LLC35.00KJun 30, 26-2.00K0.03%
Wealth Advisory Team LLC33.68KJun 30, 26+33.68K0.03%
CRUX WEALTH ADVISORS33.49KJun 30, 26+3410.03%
Plancorp, LLC33.46KJun 30, 26-1.30K0.03%
Catalytic Wealth RIA, LLC33.43KJun 30, 26-7110.03%
Klaas Financial Asset Advisors, LLC33.24KJun 30, 26+750.03%
WIT, LLC32.34KJun 30, 26--0.03%
Montis Financial, LLC32.08KJun 30, 26-1690.03%
GOULD ASSET MANAGEMENT LLC /CA/31.70KJun 30, 26-1.07K0.03%
Annis Gardner Whiting Capital Advisors, LLC30.35KJun 30, 26-260.03%
GeoWealth Management, LLC30.08KJun 30, 26-9.39K0.03%
McKinley Carter Wealth Services, Inc.30.01KJun 30, 26+5450.03%
WESBANCO BANK INC29.78KJun 30, 26-1.37K0.03%
BROWN BROTHERS HARRIMAN & CO29.77KJun 30, 26--0.03%
IMA Wealth, Inc.29.34KJun 30, 26+4530.03%
SageView Advisory Group, LLC29.20KJun 30, 26-6.41K0.03%
Haverford Trust Co28.70KJun 30, 26+2.81K0.03%
ACADIAN ASSET MANAGEMENT LLC28.46KJun 30, 26+6.57K0.03%
Brookstone Capital Management28.02KJun 30, 26+1.94K0.03%
Diversified Trust Co27.79KJun 30, 26+1.07K0.02%
Brooklyn FI, LLC27.60KJun 30, 26+8610.02%
BRANDYWINE OAK PRIVATE WEALTH LLC27.28KJun 30, 26+1430.02%
Torren Management, LLC26.78KJun 30, 26-2800.02%
JMG Financial Group, Ltd.26.72KJun 30, 26-9700.02%
SOA Wealth Advisors, LLC.26.67KJun 30, 26-1.26K0.02%
GRIMES & COMPANY, INC.26.46KJun 30, 26+3400.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC26.10KJun 30, 26+8410.02%
CHOREO, LLC25.98KJun 30, 26-190.02%
One Wealth Advisors, LLC25.68KJun 30, 26-3.69K0.02%
Atomi Financial Group, Inc.25.57KJun 30, 26+4.33K0.02%
Wingate Wealth Advisors, Inc.25.38KJun 30, 26+3770.02%
TriaGen Wealth Management LLC24.50KJun 30, 26-1660.02%
Freestone Capital Holdings, LLC24.49KJun 30, 26+3.57K0.02%
Janney Montgomery Scott LLC24.43KJun 30, 26-7.11K0.02%
Cranbrook Wealth Management, LLC24.31KJun 30, 26-5630.02%
Aureum Wealth Management, LLC23.36KJun 30, 26+2.91K0.02%
CFM WEALTH PARTNERS LLC23.35KJun 30, 26-1750.02%
Alaska Wealth Advisors23.34KJun 30, 26-5200.02%
VICUS CAPITAL23.31KJun 30, 26+3.67K0.02%
BigSur Wealth Management LLC23.00KJun 30, 26--0.02%
NATIONAL BANK OF CANADA /FI/22.48KJun 30, 26+2.90K0.02%
CITIGROUP INC22.46KJun 30, 26-24.88K0.02%
OLIO Financial Planning21.85KJun 30, 26-7570.02%
Merit Financial Group, LLC21.80KJun 30, 26-4.52K0.02%
Sanctuary Advisors, LLC21.04KJun 30, 26-800.02%
Pathstone Holdings, LLC20.30KJun 30, 26+10.77K0.02%
COLDSTREAM CAPITAL MANAGEMENT INC20.29KJun 30, 26+560.02%
Values Added Financial LLC19.96KJun 30, 26+1.23K0.02%
BIRCHBROOK, INC.19.58KJun 30, 26+70.02%
Chicago Partners Investment Group LLC19.21KJun 30, 26+3090.02%
PLANNING ALTERNATIVES LTD /ADV19.01KJun 30, 26+890.02%
OKABENA INVESTMENT SERVICES INC18.55KJun 30, 26+5.25K0.02%
MAI Capital Management18.48KJun 30, 26+9510.02%
Madrid Wealth Management, LLC18.40KJun 30, 26-4790.02%
White Lighthouse Investment Management Inc.18.04KJun 30, 26+5060.02%
Ryan Investment Management, Inc.17.99KJun 30, 26+11.21K0.02%
Weil Company, Inc.17.67KJun 30, 26-3820.02%
RHS Financial, LLC17.34KJun 30, 26+4.07K0.02%
Richard P Slaughter Associates Inc17.34KJun 30, 26+6560.02%
Birchwood Financial Partners, Inc.17.32KJun 30, 26+8620.02%
Trilogy Capital Inc.17.23KJun 30, 26+930.02%
Pure Financial Advisors, LLC17.17KJun 30, 26+3920.02%
CGN Advisors LLC16.55KJun 30, 26-770.01%
Parallel Advisors, LLC16.52KJun 30, 26+2830.01%
Summit Wealth Group, LLC16.51KJun 30, 26-8250.01%
PENOBSCOT WEALTH MANAGEMENT16.48KJun 30, 26+4.45K0.01%
Portland Global Advisors LLC16.13KJun 30, 26--0.01%
NATIXIS ADVISORS, L.P.15.88KJun 30, 26+3.75K0.01%
Western Wealth Management, LLC15.87KJun 30, 26+4.33K0.01%
WealthCollab, LLC15.82KJun 30, 26--0.01%
Schneider Downs Wealth Management Advisors, LP15.81KJun 30, 26+1.57K0.01%
Buckingham Strategic Partners15.56KJun 30, 26+9460.01%
CALIBER WEALTH MANAGEMENT, LLC / KS15.30KJun 30, 26+4980.01%
Sage Advisory Services, Ltd.Co.15.26KJun 30, 26+6620.01%
Werba Rubin Papier Wealth Management15.11KJun 30, 26-6060.01%
HARBOUR INVESTMENTS, INC.14.89KJun 30, 26-5860.01%
Armbruster Capital Management, Inc.14.15KJun 30, 26+3550.01%
DRW Securities, LLC14.07KJun 30, 26+7.69K0.01%
Wescott Financial Advisory Group, LLC14.04KJun 30, 26-170.01%
Stratos Wealth Partners, LTD.14.00KJun 30, 26-6910.01%
Elwood & Goetz Wealth Advisory Group, LLC13.95KJun 30, 26-3500.01%
HUNTINGTON NATIONAL BANK13.86KJun 30, 26-410.01%
Range Advisory, LLC13.86KJun 30, 26+5030.01%
BROWN ADVISORY INC13.50KJun 30, 26-4010.01%
TIAA TRUST, NATIONAL ASSOCIATION13.38KJun 30, 26-5630.01%
Aprio Wealth Management, LLC13.38KJun 30, 26+490.01%
Cascade Financial Partners, LLC13.37KJun 30, 26+1.60K0.01%
NEPC LLC13.34KJun 30, 26--0.01%
AI Financial Services LLC13.21KJun 30, 26-3830.01%
Private Wealth Management Group, LLC13.12KJun 30, 26-5.85K0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC12.99KJun 30, 26+2.91K0.01%
Sequoia Financial Advisors, LLC12.87KJun 30, 26-2.62K0.01%
Wealthcare Advisory Partners LLC12.81KJun 30, 26+1.72K0.01%
Mendel Capital Management LLC12.74KJun 30, 26+30.01%
Ipsen Advisor Group LLC12.67KJun 30, 26+2690.01%
Equitable Holdings, Inc.12.62KJun 30, 26-5.19K0.01%
Perigon Wealth Management, LLC12.61KJun 30, 26+5130.01%
Omega Financial Group, LLC12.58KJun 30, 26-3740.01%
ASSETMARK, INC12.52KJun 30, 26-7.18K0.01%
Falcon Wealth Planning12.33KJun 30, 26-1.70K0.01%
Plante Moran Financial Advisors, LLC12.21KJun 30, 26+40.01%
Argentarii, LLC12.20KJun 30, 26-1960.01%
Carr Financial Group Corp12.08KJun 30, 26+1460.01%
Resources Investment Advisors, LLC.12.05KJun 30, 26+2040.01%
Crestwood Advisors Group LLC11.96KJun 30, 26-1990.01%
MainStreet Investment Advisors LLC11.83KJun 30, 26+1950.01%
Foster Group, Inc.11.79KJun 30, 26+810.01%
1ST SOURCE BANK11.71KJun 30, 26+4740.01%
Vise Technologies, Inc.11.62KJun 30, 26+2.79K0.01%
RED REEF ADVISORS LLC11.49KJun 30, 26+1440.01%
Francis Financial, Inc.11.47KJun 30, 26+11.47K0.01%
Diversified Enterprises, LLC11.29KJun 30, 26+760.01%
Brewster Financial Planning LLC11.26KJun 30, 26+1110.01%
Dynamic Advisor Solutions LLC11.19KJun 30, 26-1.46K0.01%
XY Planning Network, Inc.11.18KJun 30, 26+5180.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC11.17KJun 30, 26-4.64K0.01%
M. Kulyk & Associates, LLC11.14KJun 30, 26-1.66K0.01%
PRESILIUM PRIVATE WEALTH, LLC10.86KJun 30, 26+2090.01%
LexAurum Advisors, LLC10.81KJun 30, 26-1.22K0.01%
Ameraudi Asset Management, Inc.10.76KJun 30, 26--0.01%
Asset Dedication, LLC10.73KJun 30, 26-3660.01%
McAdam, LLC10.53KJun 30, 26+3640.01%
Higgins & Schmidt Wealth Strategies LLC10.50KJun 30, 26-3300.01%
QUADRANT CAPITAL GROUP LLC10.47KJun 30, 26--0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10.45KJun 30, 26+1.19K0.01%
Bragg Financial Advisors, Inc10.38KJun 30, 26-1730.01%
Onyx Bridge Wealth Group LLC10.37KJun 30, 26+3.75K0.01%
Archer Investment Management, LLC10.37KJun 30, 26+120.01%
Orin Green Financial, LLC10.36KJun 30, 26+1080.01%
Parcion Private Wealth LLC10.30KJun 30, 26--0.01%
SIGMA INVESTMENT COUNSELORS INC10.19KJun 30, 26--0.01%
Concurrent Investment Advisors, LLC10.15KJun 30, 26+2.38K0.01%
ZENITH SOLUTIONS, INC.10.12KJun 30, 26+10.12K0.01%
PITTENGER & ANDERSON INC10.08KJun 30, 26-2100.01%
WHITTIER TRUST CO10.00KJun 30, 26+2.31K0.01%
ERn Financial, LLC9.95KJun 30, 26+140.01%
REGATTA CAPITAL GROUP, LLC9.94KJun 30, 26+740.01%
BlueStem Wealth Partners, LLC9.90KJun 30, 26+6780.01%
GenTrust, LLC9.51KJun 30, 26-2680.01%
SAX WEALTH ADVISORS, LLC9.41KJun 30, 26-1740.01%
Jordan Park Group LLC9.41KJun 30, 26--0.01%
Wealth Analytics Partners, LLC9.41KJun 30, 26-2220.01%
Financial Planning Fort Collins, LLC9.32KJun 30, 26+1670.01%
Shepherd Financial Partners LLC9.26KJun 30, 26-5330.01%
Walkner Condon Financial Advisors LLC9.20KJun 30, 26-80.01%
CAPE ANN SAVINGS BANK9.11KJun 30, 26+7700.01%
AQR CAPITAL MANAGEMENT LLC8.96KJun 30, 26+3.40K0.01%
Bell Investment Advisors, Inc8.71KJun 30, 26-10.01%
Brinker Capital Investments, LLC8.69KJun 30, 26-3.04K0.01%
Per Stirling Capital Management, LLC.8.69KJun 30, 26+1600.01%
Birch Hill Investment Advisors LLC8.68KJun 30, 26--0.01%
KINGSWOOD WEALTH ADVISORS, LLC8.65KJun 30, 26+140.01%
Avise Financial Cooperative, Inc.8.53KJun 30, 26-4.82K0.01%
PDS Planning, Inc8.51KJun 30, 26+1650.01%
SNS Financial Group, LLC8.46KJun 30, 26+3.07K0.01%
COURIER CAPITAL LLC8.41KJun 30, 26-1960.01%
Peak Financial Management, Inc.8.29KJun 30, 26--0.01%
Diversify Advisory Services, LLC8.28KJun 30, 26+8.28K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC8.28KJun 30, 26-8540.01%
Ashton Thomas Private Wealth, LLC8.16KJun 30, 26+1780.01%
Neuberger Berman Group LLC8.11KJun 30, 26+2520.01%
Savvy Advisors, Inc.8.07KJun 30, 26-4000.01%
ASPIRIANT, LLC7.88KJun 30, 26--0.01%
GLENMEDE TRUST CO NA7.75KJun 30, 26+5.87K0.01%
Fingerlakes Wealth Management, Inc.7.73KJun 30, 26+1.75K0.01%
Symmetry Partners, LLC7.67KJun 30, 26+3310.01%
Level Financial Advisors, Inc.7.65KJun 30, 26-1920.01%
Sharper & Granite LLC7.57KJun 30, 26+2700.01%
Argent Trust Co7.55KJun 30, 26+1950.01%
FLAGSHIP HARBOR ADVISORS, LLC7.49KJun 30, 26+8430.01%
Gerber Kawasaki Wealth & Investment Management7.47KJun 30, 26+3120.01%
VERITY Wealth Advisors7.43KJun 30, 26+970.01%
GREAT VALLEY ADVISOR GROUP, INC.7.43KJun 30, 26-4500.01%
BRIGHTON JONES LLC7.17KJun 30, 26-4450.01%
Paulson Wealth Management Inc.7.14KJun 30, 26+2420.01%
Johnson Financial Group, LLC7.12KJun 30, 26-10.07K0.01%
Waverly Advisors, LLC7.11KJun 30, 26+10.01%
MGO ONE SEVEN LLC7.11KJun 30, 26-2.52K0.01%
Prosperity Consulting Group, LLC7.05KJun 30, 26+1.22K0.01%
IFP Advisors, Inc7.04KJun 30, 26-1960.01%
Aufman Associates Inc7.00KJun 30, 26+920.01%
SAGE FINANCIAL GROUP INC6.91KJun 30, 26+1370.01%
Capital Advantage, Inc.6.87KJun 30, 26-250.01%
PRIVATE TRUST CO NA6.84KJun 30, 26--0.01%
FOUNDERS FINANCIAL SECURITIES LLC6.79KJun 30, 26+1040.01%
BRADLEY FOSTER & SARGENT INC/CT6.62KJun 30, 26--0.01%
Farrell Financial LLC6.61KJun 30, 26+1030.01%
Fort Point Capital Partners LLC6.58KJun 30, 26--0.01%
HighPoint Advisor Group LLC6.54KJun 30, 26+30.01%
MATRIX ASSET ADVISORS INC/NY6.48KJun 30, 26+5200.01%
MOLLER FINANCIAL SERVICES6.45KJun 30, 26+130.01%
Ethic Inc.6.43KJun 30, 26-61.15K0.01%
WT Wealth Management6.43KJun 30, 26+3060.01%
Perennial Investment Advisors, LLC6.41KJun 30, 26-1.90K0.01%
SCS Capital Management LLC6.37KJun 30, 26+700.01%
ASSOCIATED BANC-CORP6.31KJun 30, 26+2830.01%
Vanguard Personalized Indexing Management, LLC6.31KJun 30, 26-10.07K0.01%
CIBC Asset Management Inc6.25KJun 30, 26--0.01%
MOGY JOEL R INVESTMENT COUNSEL INC6.23KJun 30, 26--0.01%
Morton Brown Family Wealth, LLC6.23KJun 30, 26+80.01%
Equita Financial Network, Inc.6.22KJun 30, 26-1000.01%
LIBRA WEALTH LLC6.15KJun 30, 26--0.01%
ABLE Financial Group, LLC6.10KJun 30, 26+40.01%
Capasso Planning Partners LLC6.07KJun 30, 26+20.01%
RCS Financial Planning, LLC6.07KJun 30, 26-1390.01%
Aaron Wealth Advisors LLC6.07KJun 30, 26-1810.01%
Old Mission Investment Co LLC6.00KJun 30, 26--0.01%
Horst & Graben Wealth Management LLC5.99KJun 30, 26-3.49K0.01%
TD PRIVATE CLIENT WEALTH LLC5.81KJun 30, 26+1110.01%
BEACON FINANCIAL PLANNING, INC5.80KJun 30, 26+900.01%
Shotwell Rutter Baer Inc5.80KJun 30, 26-1030.01%
Pensionmark Financial Group, LLC5.80KJun 30, 26-640.01%
Ballentine Partners, LLC5.79KJun 30, 26+1640.01%
ROGCO, LP5.78KJun 30, 26+140.01%
AlphaCore Capital LLC5.77KJun 30, 26-1.00K0.01%
Quantinno Capital Management LP5.75KJun 30, 26+2.21K0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC5.73KJun 30, 26+1.80K0.01%
Noble Wealth Partners LLC5.73KJun 30, 26+5.73K0.01%
Continuum Advisory, LLC5.58KJun 30, 26-280.00%
DDFG, Inc5.49KJun 30, 26+1060.00%
Frisch Financial Group, Inc.5.42KJun 30, 26-1.04K0.00%
NWAM LLC5.41KJun 30, 26+5.41K0.00%
Rehmann Capital Advisory Group5.40KJun 30, 26-1420.00%
Milestone Investment Advisors LLC5.35KJun 30, 26-540.00%
Abundance Wealth Counselors5.26KJun 30, 26+2.63K0.00%
Simmons Bank5.25KJun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS5.23KJun 30, 26+2.91K0.00%
BLB&B Advisors, LLC5.21KJun 30, 26--0.00%
BANK OF MONTREAL /CAN/5.21KJun 30, 26-6250.00%
Bigelow Investment Advisors, LLC5.21KJun 30, 26--0.00%
SENTINEL TRUST CO LBA5.21KJun 30, 26-2630.00%
Advisors Capital Management, LLC5.21KJun 30, 26--0.00%
CARY STREET PARTNERS FINANCIAL LLC5.18KJun 30, 26--0.00%
Empowered Funds, LLC5.17KJun 30, 26-3000.00%
VANGUARD ADVISERS INC5.09KJun 30, 26+850.00%
Curtis Advisory Group, LLC5.06KJun 30, 26-5160.00%
Evergreen Wealth Solutions, LLC5.04KJun 30, 26+100.00%
Advisory Alpha, LLC4.97KJun 30, 26+5220.00%
FIRST TRUST ADVISORS LP4.93KJun 30, 26--0.00%
Morling Financial Advisors, LLC4.92KJun 30, 26+740.00%
Sherman Asset Management, Inc.4.87KJun 30, 26--0.00%
Affinity Capital Advisors, LLC4.84KJun 30, 26-1.16K0.00%
VALLEY NATIONAL ADVISERS INC4.74KJun 30, 26-20.00%
DWR WEALTH MANAGEMENT, LLC4.71KJun 30, 26+1230.00%
United Asset Strategies, Inc.4.71KJun 30, 26+1.07K0.00%
Baker Avenue Asset Management, LP4.70KJun 30, 26-3780.00%
Sharkey, Howes & Javer4.70KJun 30, 26-3.21K0.00%
Bell Bank4.64KJun 30, 26-910.00%
Compass Ion Advisors, LLC4.62KJun 30, 26--0.00%
OpenArc Corporate Advisory, LLC4.62KJun 30, 26-1.15K0.00%
Pacific Excel Wealth Advisors, Inc.4.61KJun 30, 26+4.61K0.00%
Heritage Family Offices, LLP4.61KJun 30, 26+4.61K0.00%
FIDUCIARY COUNSELLING INC4.60KJun 30, 26+4.60K0.00%
Farmers National Bank4.60KJun 30, 26+5690.00%
Sage Mountain Advisors LLC4.60KJun 30, 26--0.00%
Warren Street Wealth Advisors, LLC4.54KJun 30, 26-140.00%
Davis Wealth Advisors, LLC4.51KJun 30, 26-2.67K0.00%
Capital Management Associates, Inc4.50KJun 30, 26--0.00%
PECAUT & CO.4.48KJun 30, 26+690.00%
Hughes Financial Services, LLC4.44KJun 30, 26+2210.00%
APPLETON PARTNERS INC/MA4.39KJun 30, 26--0.00%
New England Private Wealth Advisors LLC4.32KJun 30, 26+60.00%
Community Bank, N.A.4.31KJun 30, 26-1290.00%
EFG International AG4.28KJun 30, 26+2.25K0.00%
NerdWallet Wealth Partners, LLC4.28KJun 30, 26+1.76K0.00%
Envision Financial LLC4.23KJun 30, 26+4.23K0.00%
Darden Wealth Group Inc4.23KJun 30, 26--0.00%
TRUEFG, LLC4.23KJun 30, 26-1220.00%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4.20KJun 30, 26+2.31K0.00%
Chesley Taft & Associates LLC4.19KJun 30, 26-2600.00%
AdvisorNet Financial, Inc4.19KJun 30, 26+3500.00%
Bogart Wealth, LLC4.18KJun 30, 26-2240.00%
Etesian Wealth Advisors, Inc.4.15KJun 30, 26+2210.00%
Fulcrum Capital LLC4.09KJun 30, 26-8550.00%
WARNER FINANCIAL, INC4.08KJun 30, 26+120.00%
CWC Advisors, LLC.4.07KJun 30, 26-160.00%
Opulen Financial Group LLC4.03KJun 30, 26+3630.00%
VILLERE ST DENIS J & CO LLC4.00KJun 30, 26--0.00%
Cadia Private Client LLC4.00KJun 30, 26--0.00%
Hanson & Doremus Investment Management4.00KJun 30, 26--0.00%
Krilogy Financial LLC3.98KJun 30, 26--0.00%
Keener Financial Planning LLC3.98KJun 30, 26+1.02K0.00%
STRATEGIC ADVISORY PARTNERS, LLC3.96KJun 30, 26--0.00%
Focus Financial Network, Inc.3.94KJun 30, 26+3190.00%
VERUS CAPITAL PARTNERS, LLC3.90KJun 30, 26+90.00%
DWM Financial Group, Inc.3.87KJun 30, 26+3.87K0.00%
Stephenson & Company, Inc.3.87KJun 30, 26+120.00%
Confluence Wealth Services, Inc.3.84KJun 30, 26+930.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC3.83KJun 30, 26+3.83K0.00%
Harbor Group, Inc.3.82KJun 30, 26-4670.00%
Hilltop Partners LLC3.82KJun 30, 26-4420.00%
True Link Financial Advisors, LLC3.81KJun 30, 26-620.00%
Gemmer Asset Management LLC3.72KJun 30, 26+560.00%
NewEdge Wealth, LLC3.71KJun 30, 26+9000.00%
Wealth Dimensions Group, Ltd.3.69KJun 30, 26-490.00%
Reynders McVeigh Capital Management, LLC3.68KJun 30, 26+7090.00%
HILL ISLAND FINANCIAL LLC3.67KJun 30, 26-7.57K0.00%
Physician Wealth Advisors, Inc.3.67KJun 30, 26+10.00%
ENDEAVOR PRIVATE WEALTH, INC.3.66KJun 30, 26-3660.00%
COMMERCE BANK3.63KJun 30, 26+1.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3.57KJun 30, 26-1640.00%
Financial Insights, Inc.3.56KJun 30, 26-1980.00%
SIGNATUREFD, LLC3.55KJun 30, 26+6080.00%
Arkos Global Advisors3.54KJun 30, 26-280.00%
MOTIVE WEALTH ADVISORS3.51KJun 30, 26--0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC3.51KJun 30, 26--0.00%
Apollon Wealth Management, LLC3.50KJun 30, 26-2110.00%
Daiwa Securities Group Inc.3.45KJun 30, 26+3.10K0.00%
Cornerstone Planning Group LLC3.40KJun 30, 26-2690.00%
BridgePort Financial Solutions, LLC3.39KJun 30, 26+320.00%
AMERICAN FINANCIAL & TAX STRATEGIES INC3.37KJun 30, 26+150.00%
MORRIS FINANCIAL CONCEPTS, INC.3.34KJun 30, 26+1890.00%
Marshall & Sterling Wealth Advisors Inc.3.33KJun 30, 26+8080.00%
Snowden Capital Advisors LLC3.30KJun 30, 26-4070.00%
PFG Investments, LLC3.27KJun 30, 26+1370.00%
SAGESPRING WEALTH PARTNERS, LLC3.27KJun 30, 26-1.20K0.00%
Shum Financial Group, Inc.3.22KJun 30, 26+500.00%
MOR Wealth Management, LLC3.22KJun 30, 26--0.00%
RFG Advisory, LLC3.19KJun 30, 26-1.46K0.00%
Kingsview Wealth Management, LLC3.19KJun 30, 26+1720.00%
CAPE COD FIVE CENTS SAVINGS BANK3.17KJun 30, 26+3.17K0.00%
PW ADVISORS, LLC \ FL3.16KJun 30, 26+3100.00%
NorthCrest Asset Manangement, LLC3.15KJun 30, 26+8170.00%
Abacus Planning Group, Inc.3.15KJun 30, 26+390.00%
Avantax Planning Partners, Inc.3.15KJun 30, 26--0.00%
Nadler Financial Group, Inc.3.13KJun 30, 26+2500.00%
RITHOLTZ WEALTH MANAGEMENT3.13KJun 30, 26+3.13K0.00%
Wealth Management Nebraska3.11KJun 30, 26--0.00%
Callan Family Office, LLC3.10KJun 30, 26--0.00%
Metis Global Partners, LLC3.10KJun 30, 26-5.78K0.00%
FIRST HAWAIIAN BANK3.08KJun 30, 26-70.00%
LAIRD NORTON TRUST COMPANY, LLC3.08KJun 30, 26+120.00%
J. Mark Nickell & Co.3.07KJun 30, 26-6160.00%
Lido Advisors, LLC3.07KJun 30, 26-330.00%
Regal Investment Advisors LLC3.06KJun 30, 26-1.28K0.00%
Rockbridge Investment Management, LCC3.03KJun 30, 26--0.00%
LAKE STREET FINANCIAL LLC3.01KJun 30, 26+470.00%
Tortoise Investment Management, LLC3.00KJun 30, 26--0.00%
TRUST CO OF VERMONT2.97KJun 30, 26+2.97K0.00%
Mission Creek Capital Partners, Inc.2.97KJun 30, 26-750.00%
XML Financial, LLC2.94KJun 30, 26+2390.00%
JGP Wealth Management, LLC2.94KJun 30, 26+1240.00%
CWS Financial Advisors, LLC2.93KJun 30, 26+1970.00%
Crusonia Wealth Advisors LLC2.91KJun 30, 26+310.00%
MANNING & NAPIER ADVISORS LLC2.91KJun 30, 26-300.00%
Round Rock Advisors, LLC2.90KJun 30, 26--0.00%
NOVARE CAPITAL MANAGEMENT LLC2.85KJun 30, 26--0.00%
Connecticut Wealth Management, LLC2.83KJun 30, 26+50.00%
Well Done, LLC2.83KJun 30, 26--0.00%
NWF Advisory Services Inc.2.83KJun 30, 26-1160.00%
Basecamp Wealth Advisors LLC2.81KJun 30, 26--0.00%
AE Wealth Management LLC2.80KJun 30, 26-3050.00%
BAR HARBOR WEALTH MANAGEMENT2.80KJun 30, 26--0.00%
Investment Research Partners LLC2.80KJun 30, 26-1640.00%
Avail Investment Partners, LLC2.75KJun 30, 26-1600.00%
APS Management Group, Inc.2.74KJun 30, 26+10.00%
STERLING INVESTMENT ADVISORS LLC /ADV2.74KJun 30, 26+310.00%
Topel & Distasi Wealth Management, LLC2.72KJun 30, 26-490.00%
NATURAL INVESTMENTS, LLC2.71KJun 30, 26+160.00%
Silver Oak Advisory Group, Inc.2.69KJun 30, 26-5750.00%
Prospera Financial Services Inc2.68KJun 30, 26+3240.00%
Kelman-Lazarov, Inc.2.68KJun 30, 26-1.24K0.00%
Wealth Alliance2.66KJun 30, 26-1.31K0.00%
American Money Management, LLC2.62KJun 30, 26+2.62K0.00%
Rede Wealth, LLC2.61KJun 30, 26+5020.00%
SmartHarvest Portfolios, LLC2.60KJun 30, 26--0.00%
COREPATH WEALTH PARTNERS LLC2.59KJun 30, 26+770.00%
Murphy, Middleton, Hinkle & Parker, Inc.2.58KJun 30, 26--0.00%
Rossby Financial, LCC2.57KJun 30, 26-780.00%
Busey Wealth Management2.56KJun 30, 26--0.00%
Sachetta, LLC2.54KJun 30, 26-820.00%
Fairlight Advisors2.53KJun 30, 26+2.53K0.00%
WealthSpring Partners, LLC2.53KJun 30, 26--0.00%
Elmwood Wealth Management, Inc.2.51KJun 30, 26-3350.00%
Umpqua Bank2.47KJun 30, 26--0.00%
Fairway Financial, LLC2.47KJun 30, 26-10.00%
COMMON FUND FOR NONPROFIT ORGANIZATIONS2.46KJun 30, 26-1230.00%
JSF Financial, LLC2.46KJun 30, 26+370.00%
Essex Savings Bank2.46KJun 30, 26--0.00%
Prime Capital Investment Advisors, LLC2.43KJun 30, 26+130.00%
TWO SIGMA SECURITIES, LLC2.42KJun 30, 26+2.42K0.00%
WELCH & FORBES LLC2.40KJun 30, 26-1420.00%
WHITTIER TRUST CO OF NEVADA INC2.38KJun 30, 26+1420.00%
Financial Council Asset Management Inc2.35KJun 30, 26+210.00%
Compton Financial Group, LLC2.34KJun 30, 26+2.34K0.00%
MA Private Wealth2.33KJun 30, 26-780.00%
Midway Capital Research & Management2.32KJun 30, 26--0.00%
Stewardship Advisors, LLC2.31KJun 30, 26-520.00%
Kellett Wealth Advisors, LLC2.29KJun 30, 26+2.29K0.00%
Gateway Wealth Partners, LLC2.29KJun 30, 26-2.70K0.00%
WBH ADVISORY INC2.27KJun 30, 26-4330.00%
Liberty Atlantic Advisors LLC2.26KJun 30, 26-1900.00%
Fifth Third Wealth Advisors LLC2.25KJun 30, 26+70.00%
HOWARD FINANCIAL SERVICES, LTD.2.24KJun 30, 26+180.00%
INDEPENDENT FINANCIAL GROUP, LLC2.24KJun 30, 26+2.24K0.00%
Mengis Capital Management, Inc.2.22KJun 30, 26+670.00%
ETF Portfolio Partners, Inc.2.21KJun 30, 26+60.00%
ARQ WEALTH ADVISORS, LLC2.21KJun 30, 26+150.00%
Pekin Hardy Strauss, Inc.2.21KJun 30, 26--0.00%
GSB Wealth Management, LLC2.21KJun 30, 26+140.00%
Snider Financial Group2.21KJun 30, 26-490.00%
GenWealth Group, Inc.2.20KJun 30, 26+2.20K0.00%
Armstrong, Fleming & Moore, Inc2.18KJun 30, 26+130.00%
Navigation Group, LLC2.17KJun 30, 26+2.17K0.00%
TPG Financial Advisors, LLC2.17KJun 30, 26-340.00%
SeaCrest Wealth Management, LLC2.15KJun 30, 26-1.81K0.00%
Revolve Wealth Partners, LLC2.13KJun 30, 26+10.00%
Frankly Finances, LLC2.13KJun 30, 26+2.13K0.00%
Allworth Financial LP2.12KJun 30, 26+2120.00%
Argyle Capital Partners, LLC2.11KJun 30, 26--0.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2.10KJun 30, 26+2.10K0.00%
Wolff Financial Management LLC2.10KJun 30, 26+2.10K0.00%
Sowell Financial Services LLC2.10KJun 30, 26-480.00%
MOTCO2.09KJun 30, 26--0.00%
Eaton Financial Holdings Company, LLC2.07KJun 30, 26+2.07K0.00%
L & S Advisors Inc2.07KJun 30, 26+2.07K0.00%
SWEENEY & MICHEL, LLC2.06KJun 30, 26+310.00%
Clarity Asset Management, Inc.2.04KJun 30, 26+980.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2.03KJun 30, 26-1740.00%
Parkside Financial Bank & Trust2.02KJun 30, 26+1270.00%
DEUTSCHE BANK AG\1.99KJun 30, 26+8910.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC1.97KJun 30, 26--0.00%
WPG Advisers, LLC1.97KJun 30, 26--0.00%
EQ LLC1.97KJun 30, 26-3720.00%
Atlantic Union Bankshares Corp1.97KJun 30, 26-100.00%
Adviser Investments LLC1.97KJun 30, 26+1.97K0.00%
Curry Webb Wealth Management LLC1.96KJun 30, 26+1.96K0.00%
Old Peak Finance LLC1.95KJun 30, 26-3470.00%
Gould Capital, LLC1.89KJun 30, 26--0.00%
TOP Private Wealth LLC.1.87KJun 30, 26+1.87K0.00%
Finley Financial, LLC1.83KJun 30, 26--0.00%
Smartleaf Asset Management LLC1.77KJun 30, 26--0.00%
Covestor Ltd1.74KJun 30, 26+110.00%
Johnson Financial Group, Inc.1.69KJun 30, 26-170.00%
Clean Yield Group1.68KJun 30, 26--0.00%
EverSource Wealth Advisors, LLC1.67KJun 30, 26-1060.00%
Russell Investments Group, Ltd.1.64KJun 30, 26+1910.00%
Capital Analysts, LLC1.48KJun 30, 26-3740.00%
Kennebec Savings Bank1.36KJun 30, 26--0.00%
Princeton Global Asset Management LLC1.30KJun 30, 26+360.00%
Larson Financial Group LLC1.25KJun 30, 26+7520.00%
NBC SECURITIES, INC.1.20KJun 30, 26--0.00%
TD Waterhouse Canada Inc.1.20KJun 30, 26+560.00%
Fort Vancouver Investment Management, LLC1.09KJun 30, 26--0.00%
SRS Capital Advisors, Inc.1.08KJun 30, 26+1.00K0.00%
Addison Advisors LLC1.06KJun 30, 26-5.66K0.00%
Westend Capital Management, LLC1.03KJun 30, 26--0.00%
Spire Wealth Management981Jun 30, 26+140.00%
Concord Wealth Partners967Jun 30, 26+9670.00%
CVA Family Office, LLC957Jun 30, 26--0.00%
Key FInancial Inc937Jun 30, 26--0.00%
ANGELES WEALTH MANAGEMENT, LLC931Jun 30, 26+1470.00%
Hurley Capital, LLC929Jun 30, 26--0.00%
STANCE CAPITAL LLC871Jun 30, 26--0.00%
Kilter Group LLC833Jun 30, 26-240.00%
EVOLUTION WEALTH MANAGEMENT INC.799Jun 30, 26--0.00%
BFSG, LLC783Jun 30, 26--0.00%
Financial Gravity Companies, Inc.772Jun 30, 26+7720.00%
4Thought Financial Group Inc.767Jun 30, 26+390.00%
IAG Wealth Partners, LLC765Jun 30, 26--0.00%
HOLLENCREST CAPITAL MANAGEMENT763Jun 30, 26--0.00%
Redwood Park Advisors LLC711Jun 30, 26+110.00%
Keating Financial Advisory Services, Inc.710Jun 30, 26--0.00%
Cape Investment Advisory, Inc.707Jun 30, 26+7070.00%
Gen-Wealth Partners Inc703Jun 30, 26-3400.00%
Geneos Wealth Management Inc.691Jun 30, 26+450.00%
Archer Investment Corp685Jun 30, 26+10.00%
Pacific Center for Financial Services673Jun 30, 26--0.00%
DT Investment Partners, LLC670Jun 30, 26--0.00%
Harbor Asset Planning, Inc.670Jun 30, 26+40.00%
Smithfield Trust Co658Jun 30, 26-2320.00%
Ancora Advisors, LLC657Jun 30, 26--0.00%
Evolution Advisers, Inc.650Jun 30, 26--0.00%
Nalls Sherbakoff Group, LLC647Jun 30, 26--0.00%
StrongBox Wealth, LLC646Jun 30, 26+6460.00%
FIRST HORIZON CORP645Jun 30, 26-1100.00%
Ritter Daniher Financial Advisory LLC / DE620Jun 30, 26--0.00%
Seneschal Advisors, LLC615Jun 30, 26+6150.00%
AMERIFLEX GROUP, INC.592Jun 30, 26+1870.00%
Your Advocates Ltd., LLP577Jun 30, 26+40.00%
UMB Bank, n.a.568Jun 30, 26--0.00%
FAS Wealth Partners, Inc.551Jun 30, 26+210.00%
Center for Financial Planning, Inc.549Jun 30, 26--0.00%
MCF Advisors LLC537Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.517Jun 30, 26+970.00%
IFG Advisory, LLC479Jun 30, 26+4790.00%
Rialto Wealth Management, LLC477Jun 30, 26-240.00%
BLUELINE ADVISORS LLC437Jun 30, 26+70.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC434Jun 30, 26-1850.00%
Downshift Financial, LLC427Jun 30, 26+4270.00%
TD Capital Management LLC411Jun 30, 26+60.00%
NBT BANK N A /NY402Jun 30, 26+1070.00%
North Star Investment Management Corp.367Jun 30, 26-2140.00%
Winthrop Capital Management, LLC323Jun 30, 26--0.00%
Creative Capital Management Investments LLC321Jun 30, 26--0.00%
SouthState Corp320Jun 30, 26-2210.00%
Founders Financial Alliance, LLC305Jun 30, 26-2.44K0.00%
Coston, McIsaac & Partners302Jun 30, 26+40.00%
Rossmore Private Capital300Jun 30, 26--0.00%
Triumph Capital Management299Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC265Jun 30, 26-2120.00%
HM PAYSON & CO260Jun 30, 26--0.00%
JDM Financial Group LLC254Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC232Jun 30, 26--0.00%
Longview Financial Advisors LLC222Jun 30, 26--0.00%
Crewe Advisors LLC221Jun 30, 26+50.00%
Investors Portfolio Services LLC211Jun 30, 26+30.00%
GW&K Investment Management, LLC208Jun 30, 26--0.00%
Ameritas Investment Partners, Inc.185Jun 30, 26--0.00%
Centerpoint Advisors, LLC178Jun 30, 26+120.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC176Jun 30, 26+1600.00%
United Financial Planning Group LLC169Jun 30, 26+30.00%
Copia Wealth Management164Jun 30, 26--0.00%
BOKF, NA160Jun 30, 26--0.00%
Strategic Wealth Advisors LLC149Jun 30, 26+260.00%
Institute for Wealth Management, LLC.145Jun 30, 26+1450.00%
Godfrey Financial Associates, Inc.141Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.138Jun 30, 26-260.00%
Abound Wealth Management134Jun 30, 26+10.00%
Vision Retirement, LLC126Jun 30, 26--0.00%
Financial Avengers, Inc.102Jun 30, 26+520.00%
Signature Resources Capital Management, LLC99Jun 30, 26--0.00%
JPL Wealth Management, LLC92Jun 30, 26+920.00%
Cherry Tree Wealth Management, LLC89Jun 30, 26--0.00%
First Bancorp, Inc /ME/82Jun 30, 26+820.00%
Ronald Blue Trust, Inc.79Jun 30, 26--0.00%
Founders Capital Management73Jun 30, 26--0.00%
Front Row Advisors LLC66Jun 30, 26--0.00%
Commonwealth Retirement Investments LLC63Jun 30, 26+630.00%
Buck Wealth Strategies, LLC62Jun 30, 26+620.00%
BESSEMER GROUP INC61Jun 30, 26--0.00%
EVERMAY WEALTH MANAGEMENT LLC55Jun 30, 26--0.00%
Provenance Wealth Advisors, LLC52Jun 30, 26--0.00%
LifeSteps Financial, Inc.50Jun 30, 26+500.00%
Millstone Evans Group, LLC44Jun 30, 26+230.00%
Lodestone Wealth Management LLC41Jun 30, 26+10.00%
WealthShield Partners, LLC40Jun 30, 26-29.21K0.00%
BARRETT & COMPANY, INC.27Jun 30, 26--0.00%
BNP PARIBAS ARBITRAGE, SNC24Jun 30, 26--0.00%
Colonial Trust Advisors22Jun 30, 26+220.00%
Private Wealth Asset Management, LLC20Jun 30, 26+200.00%
TRUST CO OF TOLEDO NA /OH/18Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV13Jun 30, 26+20.00%
Hilton Head Capital Partners, LLC11Jun 30, 26--0.00%
MASECO LLP8Jun 30, 26--0.00%
Portfolio Resources Advisor Group, Inc.6Jun 30, 26+60.00%
Key Capital Management, INC5Jun 30, 26-30.00%
Silver Grove Financial Group, Inc.5Jun 30, 26--0.00%
Glassman Wealth Services2Jun 30, 26--0.00%
SBI Securities Co., Ltd.1Jun 30, 26-400.00%
Measured Wealth Private Client Group, LLC1Jun 30, 26--0.00%
Legacy Wealth Managment, LLC/ID--Jun 30, 26-1.64K--
Sonoma Allocations LLC--Jun 30, 26-7.82K--
Squarepoint Ops LLC--Jun 30, 26-8.54K--
StoneX Group Inc.--Jun 30, 26-2.57K--
Y-Intercept (Hong Kong) Ltd--Jun 30, 26-3.31K--
TME FINANCIAL, INC.--Jun 30, 26-3.34K--
Root Financial Partners, LLC--Jun 30, 26-2.65K--
PHILLIPS FINANCIAL MANAGEMENT, LLC--Jun 30, 26-843--
MLG Wealth Management DBA Pine Grove Financial Group--Jun 30, 26-2.20K--
GRAND WEALTH MANAGEMENT, LLC--Jun 30, 26-147--
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV--Jun 30, 26-63.11K--
Atria Investments, Inc--Jun 30, 26-3.04K--
ONE WEALTH CAPITAL MANAGEMENT, LLC--Jun 30, 26-2.70K--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-117--
Capital Investment Advisory Services, LLC--Jun 30, 26-9--
FLOW TRADERS U.S. LLC--Jun 30, 26-13.81K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-2.70K--
Rice Partnership, LLC--Jun 30, 26-1.19K--
SkyView Investment Advisors, LLC--Jun 30, 26-5.66K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-8.80K--
Centurion Wealth Management LLC--Jun 30, 26-2.40K--
LFA - Lugano Financial Advisors SA--Jun 30, 26-229.55K--
ST GERMAIN D J CO INC--Jun 30, 26-82--
Hoxton Planning & Management, LLC--Jun 30, 26-2.30K--
JANE STREET GROUP, LLC--Jun 30, 26-381.63K--
Neumann Capital Management, LLC--Jun 30, 26-30.75K--
LifePlan Investment Advisors, Inc.--Jun 30, 26-2.27K--
Independent Advisor Alliance--Jun 30, 26-4.00K--
Raleigh Capital Management Inc.--Jun 30, 26-5--
Scarborough Advisors, LLC--Jun 30, 26-675--
Financial Life Planners--Jun 30, 26-1--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-384--
Global Assets Advisory, LLC--Jun 30, 26-882--
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD--Jun 30, 26-6.30K--
Keystone Financial Services--Jun 30, 26-2.62K--
CANANDAIGUA NATIONAL CORP38.42KMar 31, 26+38.42K0.03%
rebel Financial LLC25.08KMar 31, 26-1.25K0.02%
Charter Oak Capital Management, LLC23.88KMar 31, 26-1.10K0.02%
CWM, LLC8.53KMar 31, 26+1.41K0.01%
Mill Creek Capital Advisors, LLC7.04KMar 31, 26--0.01%
Pathfinder Wealth Consulting, Inc.5.14KMar 31, 26--0.00%
North Berkeley Wealth Management, LLC4.34KMar 31, 26-3290.00%
Financial Gravity Asset Management, Inc.767Mar 31, 26-220.00%
North Ridge Wealth Advisors, Inc.325Mar 31, 26--0.00%
Sunbelt Securities, Inc.27Mar 31, 26--0.00%
Clarius Group, LLC140.69KDec 31, 25-9880.13%
Litman Gregory Wealth Management LLC126.39KDec 31, 25-2.31K0.11%
Quent Long Short Global Small Cap Fund, LP63.38KDec 31, 25+63.38K0.06%
Long Run Wealth Advisors, LLC22.46KDec 31, 25+4650.02%
COMERICA BANK8.03KDec 31, 25-1.44K0.01%
VANGUARD GROUP INC5.17KDec 31, 25+3930.00%
Austin Private Wealth, LLC3.88KDec 31, 25-7110.00%
O'Brien Wealth Partners LLC3.68KDec 31, 25--0.00%
Stephens Consulting, LLC1.68KDec 31, 25-210.00%
CIBC Private Wealth Group, LLC749Dec 31, 25+1820.00%
LongView Asset Management LLC--Dec 31, 25-2.54K--
GPS Wealth Strategies Group, LLC--Dec 31, 25-2.87K--
WETHERBY ASSET MANAGEMENT INC27.14KSep 30, 25+150.02%
Financial Advisors, LLC24.10KSep 30, 25+1.10K0.02%
COBBLESTONE CAPITAL ADVISORS LLC /NY/12.44KSep 30, 25-90.01%
Sensible Financial Planning & Management, LLC.10.77KSep 30, 25-3930.01%
PITCAIRN CO7.12KSep 30, 25-30.30K0.01%
D. SCOTT NEAL, INC.3.29KSep 30, 25--0.00%
Ascent Capital Management, LLC2.63KSep 30, 25+210.00%
Glenmede Investment Management, LP1.88KSep 30, 25--0.00%
AllSquare Wealth Management LLC1.10KSep 30, 25--0.00%
Lowe Wealth Advisors, LLC419Sep 30, 25+690.00%
Kathleen S. Wright Associates Inc.327Sep 30, 25--0.00%
Guerra Advisors Inc17Sep 30, 25+170.00%
Money Design Co.,Ltd.220.72KJun 30, 25-17.67K0.20%
DOHJ, LLC183.38KJun 30, 25+8.19K0.16%
Waypoint Wealth Partners Inc.39.10KJun 30, 25--0.03%
Parkside Advisors LLC37.24KJun 30, 25-1.71K0.03%
Elios Financial Group Inc.14.56KJun 30, 25+2.53K0.01%
FORTE CAPITAL LLC /ADV9.20KJun 30, 25--0.01%
AVANTAX ADVISORY SERVICES, INC.9.18KJun 30, 25+1.08K0.01%
Martin Worley Group5.01KJun 30, 25+5.01K0.00%
PrairieView Partners, LLC3.78KJun 30, 25-1940.00%
Congress Wealth Management LLC / DE /3.26KJun 30, 25+1850.00%
Atria Wealth Solutions, Inc.2.53KJun 30, 25-2610.00%
First Horizon Advisors, Inc.1.21KJun 30, 25+1.05K0.00%
Iron Horse Wealth Management, LLC372Jun 30, 25--0.00%
Bordeaux Wealth Advisors LLC--Jun 30, 25-2.79K--
Grant/GrossMendelsohn, LLC5.22KMar 31, 25--0.00%
Vista Wealth Management Group, LLC4.93KMar 31, 25--0.00%
NAPATREE CAPITAL LLC4.55KMar 31, 25+880.00%
Wade Financial Advisory, Inc4.53KMar 31, 25+640.00%
Michael A. Dubis Financial Planning, LLC4.17KMar 31, 25--0.00%
Orion Portfolio Solutions, LLC3.88KMar 31, 25-2910.00%
Marcum Wealth, LLC3.55KMar 31, 25-210.00%
Sandy Spring Bank438Mar 31, 25--0.00%
LAKE STREET ADVISORS GROUP, LLC218.61KDec 31, 24-2.98K0.20%
HART & PATTERSON FINANCIAL GROUP LLC57.70KDec 31, 24+3.08K0.05%
HTLF Bank9.29KDec 31, 24--0.01%
Merriman Wealth Management, LLC4.30KDec 31, 24+4.30K0.00%
UNIONVIEW, LLC4.26KDec 31, 24+430.00%
PRIVATE CAPITAL MANAGEMENT LLC3.67KDec 31, 24-3810.00%
Compass Investment Advisers LLC3.58KDec 31, 24+3.58K0.00%
Maxwell Wealth Strategies Inc.3.52KDec 31, 24--0.00%
Cassady Schiller Wealth Management, LLC67Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.104.66KSep 30, 24+7.88K0.09%
Axiom Advisory, LLC32.00KSep 30, 24+5000.03%
RAYMOND JAMES & ASSOCIATES30.39KSep 30, 24-7880.03%
Syntrinsic LLC27.84KSep 30, 24-8420.02%
PRIO WEALTH LIMITED PARTNERSHIP23.01KSep 30, 24--0.02%
RAYMOND JAMES TRUST N.A.22.76KSep 30, 24-4000.02%
Diversified, LLC15.04KSep 30, 24+1.04K0.01%
First Trust Direct Indexing L.P.5.22KSep 30, 24+5.22K0.00%
Argent Financial Group, Inc.3.56KSep 30, 24+3.56K0.00%
LWMG, LLC2.62KSep 30, 24+410.00%
Aspire Wealth Management Corp229Sep 30, 24--0.00%
FinTrust Capital Advisors, LLC219Sep 30, 24--0.00%
Peterson Financial Group, Inc.13Sep 30, 24+130.00%
BlackRock Inc.1.22MJun 30, 24+15.07K1.09%
Private Ocean, LLC113.28KJun 30, 24-11.16K0.10%
Levy Wealth Management Group, LLC19.71KJun 30, 24-7450.02%
Windham Capital Management, LLC16.01KJun 30, 24--0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC10.38KJun 30, 24+1.69K0.01%
Regis Acquisition Inc.4.76KJun 30, 24+6180.00%
TCWP LLC3.69KJun 30, 24+4100.00%
Relative Value Partners Group, LLC2.69KJun 30, 24-6.38K0.00%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC2.49KJun 30, 24-460.00%
BENJAMIN F. EDWARDS & COMPANY, INC.155Jun 30, 24--0.00%
HERITAGE WEALTH MANAGEMENT, LLC--Jun 30, 24-2.96K--
ICA Group Wealth Management, LLC--Jun 30, 24-492--
Cetera Advisor Networks LLC38.54KMar 31, 24-7.55K0.03%
Mercer Investments LLC12.46KMar 31, 24-17.00K0.01%
Cetera Advisors LLC11.68KMar 31, 24+7.75K0.01%
CAMBRIDGE TRUST CO7.84KMar 31, 24-6870.01%
Strategic Wealth Partners Group LLC5.17KMar 31, 24-1.04K0.00%
Manning & Napier Group, LLC4.00KMar 31, 24--0.00%
Coulter & Justus Financial Services, LLC--Mar 31, 24-4.09K--
Desjardins Global Asset Management Inc.138.71KDec 31, 23+138.71K0.12%
First Ascent Asset Management, LLC110.20KDec 31, 23+24.65K0.10%
Baystate Wealth Management LLC72.60KDec 31, 23+2.15K0.06%
WADE G W & INC15.46KDec 31, 23+5840.01%
Columbia Trust Co 010120166.43KDec 31, 23+6.43K0.01%
FOCUS FINANCIAL NETWORK INC /ADV4.40KDec 31, 23+4.40K0.00%
WEALTHSOURCE PARTNERS, LLC4.06KDec 31, 23-10.23K0.00%
DFPG INVESTMENTS, LLC3.96KDec 31, 23-1.46K0.00%
LWS Wealth Advisors, Inc.3.37KDec 31, 23+420.00%
DB Wealth Management Group, LLC2.19KDec 31, 23+1.24K0.00%
Bartlett & Co. LLC1.97KDec 31, 23+280.00%
TIEDEMANN ADVISORS, LLC212.41KSep 30, 23+35.43K0.19%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.115.45KSep 30, 23+2.91K0.10%
PATHSTONE FAMILY OFFICE, LLC9.74KSep 30, 23+5.80K0.01%
KB FINANCIAL PARTNERS, LLC4.54KSep 30, 23--0.00%
DUBUQUE BANK & TRUST CO3.94KSep 30, 23+3.94K0.00%
TIAA, FSB4.79MJun 30, 23-57.83K4.28%
PFS INVESTMENTS INC.68.39KJun 30, 23+16.41K0.06%
Financial Architects, Inc15.40KJun 30, 23-2180.01%
Ulrich Consultants & Investment Group, LLC12.15KJun 30, 23--0.01%
Veritable, L.P.9.74KJun 30, 23--0.01%
AJ WEALTH STRATEGIES, LLC8.94KJun 30, 23--0.01%
TimeScale Financial, Inc.2.76KJun 30, 23+350.00%
First Capital Advisors Group, LLC.1.22KJun 30, 23+1.22K0.00%
Ten Capital Wealth Advisors, LLC--Jun 30, 23-54--
BerganKDV Wealth Management, LLC--Jun 30, 23-721--
Kalos Management, Inc.--Jun 30, 23-22--
Parsec Financial Management, Inc.169.80KMar 31, 23+7600.15%
HARVEST GROUP WEALTH MANAGEMENT, LLC14.63KMar 31, 23-210.01%
Baldrige Asset Management LLC8.29KMar 31, 23+1900.01%
Personal Capital Advisors Corp6.28MDec 31, 22+135.34K5.61%
TRUSTCORE FINANCIAL SERVICES, LLC10.44KDec 31, 22+1.67K0.01%
Tillar-Wenstrup Advisors, LLC9.63KDec 31, 22+4050.01%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.6.07KDec 31, 22-2.28K0.01%
GOFEN & GLOSSBERG LLC /IL/4.80KDec 31, 22+4.80K0.00%
Cribstone Capital Management, LLC982Dec 31, 22-60.00%
Sargent Bickham Lagudis LLC430Dec 31, 22--0.00%
Burleson & Company, LLC6Dec 31, 22+60.00%
REGENTATLANTIC CAPITAL LLC313.26KSep 30, 22+24.77K0.28%
Highland Private Wealth Management299.88KSep 30, 22+2.53K0.27%
55I, LLC119.32KSep 30, 22+3.56K0.11%
CPWM, LLC26.67KSep 30, 22--0.02%
MARINER INDEPENDENT ADVISOR NETWORK, LLC15.18KSep 30, 22+7470.01%
BRR OpCo, LLC8.91KSep 30, 22+2.23K0.01%
Karp Capital Management Corp4.33KSep 30, 22-4.71K0.00%
American Portfolios Advisors4.31KSep 30, 22-620.00%
WIPFLI FINANCIAL ADVISORS LLC,1.70KSep 30, 22-8.37K0.00%
MUFG Americas Holdings Corp1.36KSep 30, 22--0.00%
HC FINANCIAL ADVISORS INC7.80KJun 30, 22+3.69K0.01%
Fieldpoint Private Securities, LLC1.78KJun 30, 22+1.78K0.00%
Private Capital Group, LLC--Jun 30, 22-2.91K--
Karn, Couzens & Associates, Inc.3.13KMar 31, 22+3.13K0.00%
RITTER DANIHER FINANCIAL ADVISORY LLC744Mar 31, 22+7440.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC--Mar 31, 22-11.20K--
Meristem Family Wealth, LLC--Mar 31, 22-2.86K--
QUEST CAPITAL MANAGEMENT INC /ADV21.88KDec 31, 21+7.87K0.02%
NEXT Financial Group, Inc2.82KDec 31, 21+1.81K0.00%
REILLY FINANCIAL ADVISORS, LLC740Dec 31, 21--0.00%
PFM Asset Management LLC167.52KSep 30, 21+15.39K0.15%
C-J Advisory, Inc.71.75KSep 30, 21+60.06%
Harborview Advisors, LLC25.38KSep 30, 21+1.67K0.02%
Homrich & Berg13.73KSep 30, 21+1.33K0.01%
Nachman Norwood & Parrott, Inc292.09KJun 30, 21+36.01K0.26%
BEL AIR INVESTMENT ADVISORS LLC4.36KJun 30, 21--0.00%
NORTH AMERICAN MANAGEMENT CORP23.28KMar 31, 21+9340.02%
Sullivan, Bruyette, Speros & Blaney, LLC23.27KMar 31, 21+3.48K0.02%
Paracle Advisors, LLC9.36KMar 31, 21--0.01%
TCF National Bank7.50KMar 31, 21+4360.01%
Pinnacle Advisory Group, Inc.6.56KMar 31, 21+7850.01%
SVA Wealth Management, LLC26.21KDec 31, 20+3.57K0.02%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC8.36KDec 31, 20+8.36K0.01%
Reby Advisors, LLC400Dec 31, 20+4000.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV48Dec 31, 20-850.00%
ETRADE Capital Management LLC190.67KSep 30, 20+12.85K0.17%
Stearns Financial Services Group12.54KSep 30, 20+1.26K0.01%
Wellesley Investment Partners, LLC10.08KSep 30, 20+1.83K0.01%
First Allied Advisory Services, Inc.7.73KSep 30, 20+3.46K0.01%
Watson Rebecca7.24KSep 30, 20+4340.01%
Partnervest Advisory Services LLC6.50KSep 30, 20-80.01%
LifePlan Financial Group, Inc1.41KSep 30, 20--0.00%
SHINE INVESTMENT ADVISORY SERVICES INC891Sep 30, 20+3370.00%
Maxim Capital Management LLC5.22KJun 30, 20+9060.00%
Fiduciary Trust Co International of Pennsylvania49.95KMar 31, 20+49.95K0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.231.85KDec 31, 19-10.56K0.21%
Advisor Group, Inc.9.73KDec 31, 19+4.03K0.01%
Beacon Pointe Wealth Advisors, LLC7.47KDec 31, 19-1.17K0.01%
CAPITAL ONE, NATIONAL ASSOCIATION6.83KDec 31, 19+6.83K0.01%
Capital One Investing, Inc.3.38KSep 30, 19+3.38K0.00%
BB&T SECURITIES, LLC3.35KSep 30, 19+210.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC234Sep 30, 19--0.00%
WealthTrust Fairport, LLC9.97KMar 31, 19+1470.01%
Live Your Vision, LLC6Mar 31, 19--0.00%
Steinberg Global Asset Management--Mar 31, 19-3.98K--
BREMER TRUST NATIONAL ASSOCIATION3.33KDec 31, 18+830.00%
Watermark Asset Management, Inc.727Dec 31, 18+5020.00%
Dragon Financial & Investment Group, LLC4.83KSep 30, 18-3.33K0.00%
Edge Advisors, LLC164Jun 30, 18--0.00%

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