ESGU

Institutional Ownership

Top 1130 Institutional Holders
HolderSharesDateChange% Held
BANK OF AMERICA CORP /DE/13.67MJun 30, 26-135.39K12.79%
JPMORGAN CHASE & CO11.76MJun 30, 26+1.75M11.01%
NORTHERN TRUST CORP5.59MJun 30, 26+449.64K5.23%
TIAA Wealth Investment Management LLC4.70MJun 30, 26-203.07K4.40%
Betterment LLC4.06MJun 30, 26+16.68K3.80%
GOLDMAN SACHS GROUP INC3.91MJun 30, 26-132.14K3.66%
Wealthfront Advisers LLC2.75MJun 30, 26+101.84K2.57%
MORGAN STANLEY2.68MJun 30, 26+895.31K2.51%
Acorns Advisers, LLC2.65MJun 30, 26-5.88K2.48%
BlackRock, Inc.2.34MJun 30, 26-13.65K2.19%
ENVESTNET ASSET MANAGEMENT INC2.06MJun 30, 26-34.51K1.93%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC1.34MJun 30, 26+28.63K1.25%
LPL Financial LLC1.29MJun 30, 26+108.41K1.21%
WELLS FARGO & COMPANY/MN1.28MJun 30, 26-13.63K1.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.07MJun 30, 26-3.31K1.00%
FIDUCIARY TRUST CO708.53KJun 30, 26+11.33K0.66%
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje519.60KJun 30, 26+519.60K0.49%
ROYAL BANK OF CANADA514.46KJun 30, 26-7.33K0.48%
Empower Advisory Group, LLC510.18KJun 30, 26+6.54K0.48%
Miracle Mile Advisors, LLC380.38KJun 30, 26+35.84K0.36%
COMMONWEALTH EQUITY SERVICES, LLC362.92KJun 30, 26-6.75K0.34%
Ally Invest Advisors Inc.350.47KJun 30, 26+2.26K0.33%
ALLIANCEBERNSTEIN L.P.342.06KJun 30, 26+98.58K0.32%
AMERIPRISE FINANCIAL INC340.37KJun 30, 26-2.02K0.32%
Envestnet Portfolio Solutions, Inc.328.57KJun 30, 26-2.30K0.31%
Creative Planning317.60KJun 30, 26+4.17K0.30%
MERCER GLOBAL ADVISORS INC /ADV314.85KJun 30, 26+44.66K0.29%
HighTower Advisors, LLC312.67KJun 30, 26-12.54K0.29%
UBS Group AG304.15KJun 30, 26+4.64K0.28%
FMR LLC281.23KJun 30, 26+5.38K0.26%
Cetera Investment Advisers276.69KJun 30, 26+6110.26%
CITIGROUP INC273.75KJun 30, 26-28.26K0.26%
Brookstone Capital Management267.70KJun 30, 26+26.22K0.25%
IMPACTfolio, LLC259.85KJun 30, 26-1.60K0.24%
ALESCO ADVISORS LLC241.17KJun 30, 26-3870.23%
MISSION WEALTH MANAGEMENT, LP232.23KJun 30, 26+9.87K0.22%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC205.16KJun 30, 26+12.80K0.19%
PARK AVENUE SECURITIES LLC201.43KJun 30, 26-4.20K0.19%
RAYMOND JAMES FINANCIAL INC199.42KJun 30, 26+2.00K0.19%
ADVISOR GROUP HOLDINGS, INC.196.20KJun 30, 26+53.01K0.18%
Cambridge Investment Research Advisors, Inc.194.18KJun 30, 26-45.76K0.18%
Beacon Pointe Advisors, LLC184.71KJun 30, 26+7.01K0.17%
BANK OF MONTREAL /CAN/184.62KJun 30, 26+98.77K0.17%
MML INVESTORS SERVICES, LLC183.78KJun 30, 26+22.37K0.17%
Ashton Thomas Private Wealth, LLC182.89KJun 30, 26-3.16K0.17%
Joel Isaacson & Co., LLC178.91KJun 30, 26+1.95K0.17%
Rock Creek Group, LP161.10KJun 30, 26--0.15%
Sand Hill Global Advisors, LLC154.91KJun 30, 26-2.40K0.15%
KEYBANK NATIONAL ASSOCIATION/OH153.26KJun 30, 26-11.75K0.14%
Clearstead Advisors, LLC147.23KJun 30, 26-190.67K0.14%
Affinity Capital Advisors, LLC146.61KJun 30, 26-2.84K0.14%
Integrated Wealth Concepts LLC146.27KJun 30, 26+25.36K0.14%
CI Private Wealth, LLC144.06KJun 30, 26-1370.13%
Erickson Financial Group, LLC137.40KJun 30, 26+9960.13%
FLPUTNAM INVESTMENT MANAGEMENT CO132.06KJun 30, 26+3.81K0.12%
NewEdge Advisors, LLC127.14KJun 30, 26+22.68K0.12%
Cerity Partners LLC126.60KJun 30, 26+10.00K0.12%
Cartesian Growth Corp123.14KJun 30, 26-3630.12%
CHOREO, LLC116.52KJun 30, 26-4.48K0.11%
Janney Montgomery Scott LLC104.84KJun 30, 26-9030.10%
HARBOUR INVESTMENTS, INC.102.61KJun 30, 26+5.62K0.10%
One Wealth Advisors, LLC101.28KJun 30, 26-1380.09%
Sharkey, Howes & Javer99.19KJun 30, 26-2.55K0.09%
Mariner, LLC96.97KJun 30, 26-21.15K0.09%
Facet Wealth, Inc.84.29KJun 30, 26-6.45K0.08%
Blue Edge Capital, LLC83.91KJun 30, 26-1.02K0.08%
CLIENT 1ST ADVISORY GROUP, LLC82.56KJun 30, 26-2.26K0.08%
SEI INVESTMENTS CO80.72KJun 30, 26-3.10K0.08%
STALEY CAPITAL ADVISERS INC80.00KJun 30, 26--0.07%
Van Hulzen Asset Management, LLC79.80KJun 30, 26-10.04K0.07%
Relyea Zuckerberg Hanson LLC78.63KJun 30, 26+2160.07%
Apella Capital, LLC70.79KJun 30, 26-1.04K0.07%
Laurel Wealth Planning LLC70.64KJun 30, 26+3360.07%
Wealth Architects, LLC69.77KJun 30, 26-690.07%
Plancorp, LLC69.53KJun 30, 26-2.85K0.07%
Resources Investment Advisors, LLC.69.21KJun 30, 26-1.43K0.06%
Kestra Advisory Services, LLC69.01KJun 30, 26-10.16K0.06%
Fisher Asset Management, LLC67.90KJun 30, 26+2.93K0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management67.34KJun 30, 26+600.06%
NorthRock Partners, LLC65.74KJun 30, 26-1.94K0.06%
THRIVENT FINANCIAL FOR LUTHERANS65.60KJun 30, 26+8.28K0.06%
One Capital Management, LLC64.78KJun 30, 26--0.06%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC62.95KJun 30, 26+1.90K0.06%
WILEY BROS.-AINTREE CAPITAL, LLC62.30KJun 30, 26+5.55K0.06%
Strategic Blueprint, LLC62.22KJun 30, 26-2.33K0.06%
SCHRODER INVESTMENT MANAGEMENT GROUP61.62KJun 30, 26--0.06%
Klaas Financial Asset Advisors, LLC61.12KJun 30, 26-4970.06%
Parallel Advisors, LLC60.48KJun 30, 26+1.87K0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC60.17KJun 30, 26-4.26K0.06%
Wealthspire Advisors, LLC59.81KJun 30, 26-1.56K0.06%
Clarity Asset Management, Inc.59.61KJun 30, 26-8.54K0.06%
Decker Retirement Planning Inc.58.58KJun 30, 26+7.83K0.05%
Prudent Man Advisors, LLC58.31KJun 30, 26-6.46K0.05%
Keebeck Wealth Management, LLC58.23KJun 30, 26-14.98K0.05%
Colony Group, LLC58.00KJun 30, 26-2.51K0.05%
Modera Wealth Management, LLC57.62KJun 30, 26+1.10K0.05%
AXXCESS WEALTH MANAGEMENT, LLC57.11KJun 30, 26+57.11K0.05%
Sanctuary Advisors, LLC56.83KJun 30, 26+1.72K0.05%
Cypress Wealth Services, LLC56.03KJun 30, 26-3180.05%
UMB Bank, n.a.54.67KJun 30, 26-6640.05%
RETIREMENT INCOME SOLUTIONS, INC54.53KJun 30, 26--0.05%
Farther Finance Advisors, LLC54.11KJun 30, 26-2.10K0.05%
CAPTRUST FINANCIAL ADVISORS53.40KJun 30, 26-4420.05%
ASSETMARK, INC52.23KJun 30, 26-1.60K0.05%
Merit Financial Group, LLC51.72KJun 30, 26+2.20K0.05%
Atlas Legacy Advisors, LLC50.51KJun 30, 26+2.46K0.05%
TRUIST FINANCIAL CORP49.23KJun 30, 26+8720.05%
Advisory Services Network, LLC48.73KJun 30, 26-4.76K0.05%
CFS Investment Advisory Services, LLC48.72KJun 30, 26+850.05%
Birchwood Financial Partners, Inc.48.25KJun 30, 26+6570.05%
Yukon Wealth Management, Inc.45.85KJun 30, 26+3.75K0.04%
BNP PARIBAS ARBITRAGE, SNC44.87KJun 30, 26-30.04K0.04%
Aptus Capital Advisors, LLC44.55KJun 30, 26+4.74K0.04%
MEMBERS CAPITAL ADVISORS INC44.36KJun 30, 26+44.36K0.04%
Banco Santander, S.A.43.26KJun 30, 26+7.67K0.04%
MCIA Inc42.93KJun 30, 26+42.93K0.04%
Midwest Financial Partners Investments, Inc.42.40KJun 30, 26-1440.04%
ACADIAN ASSET MANAGEMENT LLC42.13KJun 30, 26+6.88K0.04%
EP Wealth Advisors, LLC41.53KJun 30, 26+21.07K0.04%
McKinley Carter Wealth Services, Inc.40.78KJun 30, 26+8480.04%
Summit Wealth Group, LLC39.24KJun 30, 26-1.02K0.04%
Perigon Wealth Management, LLC38.90KJun 30, 26-1420.04%
Mutual Advisors, LLC38.85KJun 30, 26-6330.04%
SPINNAKER TRUST38.66KJun 30, 26-1.47K0.04%
Private Advisor Group, LLC38.66KJun 30, 26-5.23K0.04%
Avise Financial Cooperative, Inc.38.37KJun 30, 26-2430.04%
HALBERT HARGROVE GLOBAL ADVISORS, LLC38.18KJun 30, 26-1.82K0.04%
Physician Wealth Advisors, Inc.37.74KJun 30, 26+2.16K0.04%
Mascoma Wealth Management LLC37.40KJun 30, 26+2.33K0.04%
Balanced Rock Investment Advisor35.95KJun 30, 26-430.03%
GeoWealth Management, LLC34.46KJun 30, 26+5.65K0.03%
Brinker Capital Investments, LLC33.49KJun 30, 26-9960.03%
Horst & Graben Wealth Management LLC33.22KJun 30, 26+80.03%
Archer Investment Management, LLC33.19KJun 30, 26+6930.03%
BROWN ADVISORY INC32.84KJun 30, 26+4.35K0.03%
PLANNING ALTERNATIVES LTD /ADV32.61KJun 30, 26+490.03%
Savant Capital, LLC32.37KJun 30, 26+8.68K0.03%
Vise Technologies, Inc.32.22KJun 30, 26+22.50K0.03%
Maia Wealth LLC31.90KJun 30, 26-1.65K0.03%
TWO SIGMA INVESTMENTS, LP31.50KJun 30, 26-36.30K0.03%
National Philanthropic Trust31.22KJun 30, 26+640.03%
Rockefeller Capital Management L.P.31.08KJun 30, 26+1.36K0.03%
Goodwin Investment Advisory30.64KJun 30, 26-10.03%
SAGESPRING WEALTH PARTNERS, LLC30.63KJun 30, 26-60.03%
Keystone Wealth Services, LLC30.35KJun 30, 26-2110.03%
Buckingham Strategic Partners30.28KJun 30, 26+1110.03%
Steward Partners Investment Advisory, LLC29.58KJun 30, 26+5970.03%
Stratos Wealth Partners, LTD.28.76KJun 30, 26-2.83K0.03%
RFG Advisory, LLC28.12KJun 30, 26+470.03%
Colter Lewis Investment Partners LLC27.79KJun 30, 26+27.79K0.03%
TRUE BLUE FINANCIAL, LLC27.08KJun 30, 26+5210.03%
HRT FINANCIAL LP26.87KJun 30, 26-5880.03%
CreativeOne Wealth, LLC26.58KJun 30, 26-8520.02%
Atomi Financial Group, Inc.26.40KJun 30, 26+6.03K0.02%
SOFI WEALTH, LLC26.17KJun 30, 26+3.04K0.02%
WealthPlan Investment Management, LLC25.74KJun 30, 26-310.02%
Balance Wealth, LLC25.65KJun 30, 26-4610.02%
Pioneer Wealth Management Group25.23KJun 30, 26+4.89K0.02%
ZRC WEALTH MANAGEMENT, LLC25.01KJun 30, 26+3890.02%
Weil Company, Inc.24.99KJun 30, 26-2.28K0.02%
Jordan Park Group LLC24.73KJun 30, 26--0.02%
Moment Partners, LLC24.63KJun 30, 26-2320.02%
Davis Wealth Advisors, LLC24.61KJun 30, 26+2.23K0.02%
Foster Group, Inc.24.60KJun 30, 26-810.02%
HB Wealth Management, LLC24.53KJun 30, 26+9550.02%
PARTNERS CAPITAL INVESTMENT GROUP, LLP24.12KJun 30, 26+500.02%
WT Wealth Management23.99KJun 30, 26+4750.02%
FLC Capital Advisors23.26KJun 30, 26-7130.02%
REGIONS FINANCIAL CORP23.23KJun 30, 26+1.31K0.02%
Equitable Holdings, Inc.23.09KJun 30, 26-2.38K0.02%
MA Private Wealth23.08KJun 30, 26-240.02%
STIFEL FINANCIAL CORP23.07KJun 30, 26-1.05K0.02%
WEDBUSH SECURITIES INC22.94KJun 30, 26-1350.02%
IEQ CAPITAL, LLC22.76KJun 30, 26+190.02%
Ronald Blue Trust, Inc.22.71KJun 30, 26+1.10K0.02%
CITADEL ADVISORS LLC22.70KJun 30, 26+22.70K0.02%
Gilbert Capital Group, Inc.22.30KJun 30, 26-2200.02%
Integris Wealth Management, LLC21.97KJun 30, 26-4140.02%
Garde Capital, Inc.21.85KJun 30, 26-2360.02%
SigFig Wealth Management, LLC21.77KJun 30, 26-5210.02%
Bank of New York Mellon Corp21.38KJun 30, 26-1.18K0.02%
LIFELONG WEALTH ADVISORS, INC.21.24KJun 30, 26+1940.02%
PFG Investments, LLC21.23KJun 30, 26+390.02%
Brooklyn FI, LLC20.89KJun 30, 26+2.20K0.02%
HF Advisory Group, LLC20.48KJun 30, 26+4300.02%
Pure Financial Advisors, LLC20.43KJun 30, 26-6200.02%
KPP Advisory Services LLC20.07KJun 30, 26-1.30K0.02%
Diversify Advisory Services, LLC19.63KJun 30, 26+19.63K0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC19.63KJun 30, 26-1.60K0.02%
MONETA GROUP INVESTMENT ADVISORS LLC19.62KJun 30, 26-2490.02%
Integrity Advisory Solutions, LLC19.51KJun 30, 26-570.02%
FRANKLIN RESOURCES INC19.44KJun 30, 26+1.17K0.02%
Pathstone Holdings, LLC19.29KJun 30, 26+350.02%
Concurrent Investment Advisors, LLC19.21KJun 30, 26+2.13K0.02%
AE Wealth Management LLC18.77KJun 30, 26+7830.02%
SRS Capital Advisors, Inc.18.70KJun 30, 26+16.05K0.02%
Focus Financial Network, Inc.18.53KJun 30, 26+3230.02%
Cascade Financial Partners, LLC18.50KJun 30, 26--0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors18.49KJun 30, 26+250.02%
Ridgeline Wealth, LLC18.21KJun 30, 26-1530.02%
RENAISSANCE TECHNOLOGIES LLC18.20KJun 30, 26+18.20K0.02%
MGO ONE SEVEN LLC18.17KJun 30, 26+3740.02%
Fingerlakes Wealth Management, Inc.18.03KJun 30, 26+7470.02%
FIRST HORIZON CORP18.03KJun 30, 26-4590.02%
CGN Advisors LLC18.02KJun 30, 26+550.02%
MAI Capital Management17.88KJun 30, 26+8350.02%
Higgins & Schmidt Wealth Strategies LLC17.60KJun 30, 26+310.02%
White Lighthouse Investment Management Inc.17.39KJun 30, 26+1940.02%
Vision Capital Management, Inc.17.35KJun 30, 26+2.94K0.02%
Annis Gardner Whiting Capital Advisors, LLC17.32KJun 30, 26-1950.02%
Arkadios Wealth Advisors17.22KJun 30, 26+2.26K0.02%
Spectrum Asset Management, Inc. (NB/CA)17.09KJun 30, 26+7580.02%
Diversified Trust Co16.97KJun 30, 26-3350.02%
Perennial Investment Advisors, LLC16.87KJun 30, 26+8730.02%
COLDSTREAM CAPITAL MANAGEMENT INC16.82KJun 30, 26--0.02%
TD Waterhouse Canada Inc.16.79KJun 30, 26+2520.02%
Icon Wealth Advisors, LLC16.64KJun 30, 26+310.02%
ONE Advisory Partners, LLC16.48KJun 30, 26--0.02%
Regal Investment Advisors LLC15.60KJun 30, 26-1800.01%
Madrid Wealth Management, LLC15.51KJun 30, 26+1040.01%
Snowden Capital Advisors LLC15.41KJun 30, 26-7760.01%
J.W. COLE ADVISORS, INC.15.13KJun 30, 26-1830.01%
Midwest Trust Co15.03KJun 30, 26+11.20K0.01%
MACROVIEW INVESTMENT MANAGEMENT LLC14.94KJun 30, 26+60.01%
SYM FINANCIAL Corp14.90KJun 30, 26+1750.01%
BEACON FINANCIAL GROUP14.81KJun 30, 26-120.01%
Apollon Wealth Management, LLC14.74KJun 30, 26-5300.01%
1ST SOURCE BANK14.56KJun 30, 26+900.01%
Sequoia Financial Advisors, LLC14.46KJun 30, 26-1.19K0.01%
Mayflower Financial Advisors, LLC13.97KJun 30, 26-8110.01%
NEPC LLC13.90KJun 30, 26--0.01%
TIAA TRUST, NATIONAL ASSOCIATION13.82KJun 30, 26-9690.01%
SNS Financial Group, LLC13.79KJun 30, 26+3.60K0.01%
Boulder Wealth Advisors, LLC13.66KJun 30, 26--0.01%
BlueStem Wealth Partners, LLC13.60KJun 30, 26+4530.01%
JONES FINANCIAL COMPANIES LLLP13.52KJun 30, 26+3.47K0.01%
Acropolis Investment Management, LLC13.51KJun 30, 26-600.01%
GFS Advisors, LLC13.50KJun 30, 26--0.01%
AQR CAPITAL MANAGEMENT LLC13.50KJun 30, 26+3.02K0.01%
Noble Wealth Partners LLC13.47KJun 30, 26+13.47K0.01%
Avidian Wealth Solutions, LLC13.23KJun 30, 26+110.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13.18KJun 30, 26-4.45K0.01%
GSB Wealth Management, LLC13.04KJun 30, 26+1520.01%
Tower Research Capital LLC (TRC)13.02KJun 30, 26+13.02K0.01%
RHS Financial, LLC13.00KJun 30, 26-4170.01%
DAVENPORT & Co LLC12.93KJun 30, 26-520.01%
Advisory Solutions Group, LLC12.93KJun 30, 26+12.93K0.01%
Morling Financial Advisors, LLC12.73KJun 30, 26-620.01%
Mendel Capital Management LLC12.65KJun 30, 26+30.01%
Ramiah Investment Group12.61KJun 30, 26+1.08K0.01%
Cranbrook Wealth Management, LLC12.60KJun 30, 26-1300.01%
WIT, LLC12.47KJun 30, 26--0.01%
Strategic Point Investment Advisors, LLC12.39KJun 30, 26+950.01%
Allworth Financial LP12.37KJun 30, 26-3550.01%
BLAIR WILLIAM & CO/IL12.14KJun 30, 26+3790.01%
Pensionmark Financial Group, LLC12.12KJun 30, 26-1600.01%
OpenArc Corporate Advisory, LLC12.07KJun 30, 26+1230.01%
Oak Barrel Wealth Advisory LLC12.05KJun 30, 26+12.05K0.01%
ZENITH SOLUTIONS, INC.11.87KJun 30, 26+11.87K0.01%
Global Retirement Partners, LLC11.68KJun 30, 26+11.68K0.01%
Indivisible Partners11.59KJun 30, 26+11.59K0.01%
Chicago Partners Investment Group LLC11.57KJun 30, 26+2420.01%
Ipsen Advisor Group LLC11.56KJun 30, 26+270.01%
Sage Mountain Advisors LLC11.48KJun 30, 26--0.01%
TD PRIVATE CLIENT WEALTH LLC11.47KJun 30, 26+4.90K0.01%
GenTrust, LLC11.33KJun 30, 26+90.01%
Simplicity Wealth,LLC10.83KJun 30, 26-1.37K0.01%
Bogart Wealth, LLC10.80KJun 30, 26+250.01%
KESTRA PRIVATE WEALTH SERVICES, LLC10.77KJun 30, 26+1090.01%
Sowell Financial Services LLC10.72KJun 30, 26-2090.01%
CALIBER WEALTH MANAGEMENT, LLC / KS10.66KJun 30, 26-530.01%
Smartleaf Asset Management LLC10.65KJun 30, 26--0.01%
Scott Capital Advisors, LLC10.61KJun 30, 26+1130.01%
RTD Financial Advisors, Inc.10.60KJun 30, 26+570.01%
OLIO Financial Planning10.38KJun 30, 26+1020.01%
RCS Financial Planning, LLC10.26KJun 30, 26-3810.01%
Baird Financial Group, Inc.10.24KJun 30, 26-2910.01%
WNY Asset Management, LLC10.13KJun 30, 26+2540.01%
Catalytic Wealth RIA, LLC10.10KJun 30, 26-5620.01%
TRANSCEND CAPITAL ADVISORS, LLC10.07KJun 30, 26+50.01%
PITTENGER & ANDERSON INC10.01KJun 30, 26+5800.01%
Hoxton Planning & Management, LLC9.97KJun 30, 26+8420.01%
GOULD ASSET MANAGEMENT LLC /CA/9.86KJun 30, 26-4780.01%
KICKSTAND VENTURES, LLC.9.84KJun 30, 26--0.01%
BESSEMER GROUP INC9.83KJun 30, 26-500.01%
Shared Vision Wealth Group LLC9.79KJun 30, 26+50.01%
PNC FINANCIAL SERVICES GROUP, INC.9.78KJun 30, 26+6.93K0.01%
FIFTH THIRD BANCORP9.65KJun 30, 26+110.01%
Montecito Bank & Trust9.54KJun 30, 26-4240.01%
Symmetry Partners, LLC9.48KJun 30, 26+3680.01%
CWC Advisors, LLC.9.42KJun 30, 26-280.01%
FOUNDERS FINANCIAL SECURITIES LLC9.39KJun 30, 26-430.01%
Dynamic Advisor Solutions LLC9.32KJun 30, 26-300.01%
West Wealth Group, LLC9.30KJun 30, 26-1650.01%
Gerber Kawasaki Wealth & Investment Management9.28KJun 30, 26+650.01%
Orin Green Financial, LLC9.26KJun 30, 26+3070.01%
Compass Ion Advisors, LLC9.25KJun 30, 26--0.01%
WEALTHGARDEN F.S. LLC9.22KJun 30, 26-3360.01%
BLB&B Advisors, LLC9.22KJun 30, 26-80.01%
JMG Financial Group, Ltd.9.14KJun 30, 26-1.16K0.01%
EverSource Wealth Advisors, LLC9.13KJun 30, 26-1.26K0.01%
CENTRAL TRUST Co9.09KJun 30, 26+5210.01%
Ethic Inc.9.07KJun 30, 26+4.36K0.01%
Tempus Wealth Planning, LLC9.02KJun 30, 26-860.01%
Ryan Investment Management, Inc.8.96KJun 30, 26+4.32K0.01%
Robertson Stephens Wealth Management, LLC8.79KJun 30, 26+2.20K0.01%
KilterHowling LLC8.75KJun 30, 26-560.01%
Advisors Capital Management, LLC8.73KJun 30, 26--0.01%
Modern Wealth Management, LLC8.58KJun 30, 26-9700.01%
Rehmann Capital Advisory Group8.53KJun 30, 26-1250.01%
McClarren Financial Advisors, Inc.8.48KJun 30, 26+1.46K0.01%
CoreCap Advisors, LLC8.46KJun 30, 26+2270.01%
Quantinno Capital Management LP8.43KJun 30, 26+5.67K0.01%
STEPHENS INC /AR/8.40KJun 30, 26--0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC8.36KJun 30, 26+1.34K0.01%
Wealth Alliance8.34KJun 30, 26-5620.01%
Keystone Financial Services8.28KJun 30, 26+4540.01%
Headlands Technologies LLC8.13KJun 30, 26-2.38K0.01%
Milestone Asset Management Group, LLC8.13KJun 30, 26-320.01%
W ADVISORS, LLC7.96KJun 30, 26-850.01%
WBH ADVISORY INC7.94KJun 30, 26+380.01%
Axis Wealth Partners, LLC7.92KJun 30, 26+120.01%
JB Capital LLC7.91KJun 30, 26+500.01%
Aprio Wealth Management, LLC7.84KJun 30, 26+130.01%
NOTTINGHAM ADVISORS, INC.7.81KJun 30, 26-3160.01%
MARINO, STRAM & ASSOCIATES LLC7.79KJun 30, 26+80.01%
Xena Financial Planning, LLC7.72KJun 30, 26-8010.01%
Savvy Advisors, Inc.7.71KJun 30, 26-7.29K0.01%
STRATEGY ASSET MANAGERS LLC7.71KJun 30, 26+1680.01%
Sovran Advisors, LLC7.65KJun 30, 26-10.01%
Crown Wealth Group, LLC7.56KJun 30, 26--0.01%
AlphaCore Capital LLC7.52KJun 30, 26+1060.01%
Bell Investment Advisors, Inc7.52KJun 30, 26+5090.01%
Hughes Financial Services, LLC7.40KJun 30, 26+590.01%
FIRETHORN WEALTH PARTNERS, LLC7.28KJun 30, 26-210.01%
Patriot Financial Group Insurance Agency, LLC7.28KJun 30, 26-4.04K0.01%
Morton Brown Family Wealth, LLC7.25KJun 30, 26-380.01%
Keener Financial Planning LLC7.24KJun 30, 26+2650.01%
SENTINEL TRUST CO LBA7.23KJun 30, 26-2680.01%
Cresset Asset Management, LLC7.14KJun 30, 26+10.01%
PRESILIUM PRIVATE WEALTH, LLC7.08KJun 30, 26+870.01%
TSA Wealth Managment LLC7.05KJun 30, 26--0.01%
Kelsey Financial, LLC7.04KJun 30, 26-1460.01%
D.A. DAVIDSON & CO.6.99KJun 30, 26--0.01%
RETIREMENT CAPITAL STRATEGIES6.97KJun 30, 26-2680.01%
Midwest Heritage Bank, FSB6.96KJun 30, 26--0.01%
American Capital Advisory, LLC6.96KJun 30, 26--0.01%
VALLEY NATIONAL ADVISERS INC6.94KJun 30, 26+5110.01%
Bangor Savings Bank6.93KJun 30, 26+6590.01%
Dunhill Financial, LLC6.91KJun 30, 26+4.31K0.01%
ERn Financial, LLC6.91KJun 30, 26+780.01%
Prospera Financial Services Inc6.76KJun 30, 26+4400.01%
Chicago Capital, LLC6.70KJun 30, 26--0.01%
VANGUARD ADVISERS INC6.65KJun 30, 26+3900.01%
FIDUCIARY COUNSELLING INC6.64KJun 30, 26+6.64K0.01%
Brookwood Investment Group LLC6.64KJun 30, 26-4930.01%
MKT Advisors LLC6.64KJun 30, 26--0.01%
Financial Partners Group, Inc6.58KJun 30, 26-100.01%
M&T BANK CORP6.55KJun 30, 26+3260.01%
Live Oak Investment Partners6.46KJun 30, 26+1470.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC6.43KJun 30, 26+170.01%
Ascent Group, LLC6.42KJun 30, 26+4380.01%
Ballentine Partners, LLC6.35KJun 30, 26+6.35K0.01%
Great Diamond Partners, LLC6.31KJun 30, 26+1.27K0.01%
CI INVESTMENTS INC.6.30KJun 30, 26-3000.01%
GLENMEDE TRUST CO NA6.28KJun 30, 26+5.86K0.01%
Bigelow Investment Advisors, LLC6.28KJun 30, 26--0.01%
XML Financial, LLC6.17KJun 30, 26+3000.01%
US BANCORP \DE\6.12KJun 30, 26-6960.01%
Waverly Advisors, LLC6.12KJun 30, 26+4950.01%
Walkner Condon Financial Advisors LLC6.09KJun 30, 26+40.01%
TRAPHAGEN INVESTMENT ADVISORS LLC6.03KJun 30, 26-620.01%
Gateway Wealth Partners, LLC6.03KJun 30, 26-4.95K0.01%
WHITTIER TRUST CO5.94KJun 30, 26+3.68K0.01%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5.86KJun 30, 26--0.01%
XY Planning Network, Inc.5.83KJun 30, 26+2240.01%
Cornerstone Financial Group, LLC /NE/5.83KJun 30, 26+120.01%
RITHOLTZ WEALTH MANAGEMENT5.79KJun 30, 26+5.79K0.01%
Western Wealth Management, LLC5.75KJun 30, 26-1980.01%
MANNING & NAPIER ADVISORS LLC5.72KJun 30, 26-4770.01%
Vident Advisory, LLC5.71KJun 30, 26--0.01%
Meridian Wealth Management, LLC5.71KJun 30, 26-430.01%
FIRST TRUST ADVISORS LP5.63KJun 30, 26--0.01%
Quadrant Private Wealth Management, LLC5.60KJun 30, 26-360.01%
INDEPENDENT FINANCIAL GROUP, LLC5.59KJun 30, 26-4530.01%
Riverwater Partners LLC5.59KJun 30, 26-3850.01%
IFG Advisory, LLC5.58KJun 30, 26+5.58K0.01%
Front Row Advisors LLC5.55KJun 30, 26-1080.01%
Two West Capital Advisors LLC5.53KJun 30, 26+4400.01%
THEORY FINANCIAL LLC5.50KJun 30, 26+5220.01%
LifePlan Investment Advisors, Inc.5.50KJun 30, 26-2860.01%
Aaron Wealth Advisors LLC5.49KJun 30, 26-1950.01%
BECKER CAPITAL MANAGEMENT INC5.49KJun 30, 26--0.01%
SUTTON PLACE INVESTORS LLC5.48KJun 30, 26-170.01%
Farrell Financial LLC5.47KJun 30, 26-700.01%
IFP Advisors, Inc5.44KJun 30, 26-1050.01%
GTS SECURITIES LLC5.44KJun 30, 26+5.44K0.01%
Kingsview Wealth Management, LLC5.43KJun 30, 26+2370.01%
Keel Point, LLC5.41KJun 30, 26-1.85K0.01%
Weinberger Asset Management, Inc5.40KJun 30, 26+1090.01%
Lido Advisors, LLC5.31KJun 30, 26+850.00%
Shotwell Rutter Baer Inc5.31KJun 30, 26-790.00%
MBE Wealth Management, LLC5.24KJun 30, 26+540.00%
Jeter Robert S II5.24KJun 30, 26-500.00%
XTX Topco Ltd5.21KJun 30, 26-14.45K0.00%
NewEdge Wealth, LLC5.21KJun 30, 26-2910.00%
Rossby Financial, LCC5.18KJun 30, 26+5560.00%
PRINCIPAL SECURITIES, INC.5.18KJun 30, 26+2.39K0.00%
ASPIRIANT, LLC5.14KJun 30, 26--0.00%
PRIVATE TRUST CO NA5.14KJun 30, 26-4260.00%
Detalus Advisors, LLC5.13KJun 30, 26-1750.00%
Mount Yale Investment Advisors, LLC5.11KJun 30, 26+1.25K0.00%
Navigation Group, LLC5.08KJun 30, 26-110.00%
GTS FINANCIAL, LLC5.06KJun 30, 26-1.01K0.00%
Resonant Capital Advisors, LLC5.05KJun 30, 26--0.00%
Atria Investments, Inc5.04KJun 30, 26-2.06K0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC4.96KJun 30, 26-1480.00%
OMNI 360 Wealth, Inc.4.95KJun 30, 26-2350.00%
Chatterton & Associates Inc.4.93KJun 30, 26+940.00%
Main Street Financial Solutions, LLC4.91KJun 30, 26+1350.00%
D. E. Shaw & Co., Inc.4.88KJun 30, 26+4.88K0.00%
Intrua Financial, LLC4.79KJun 30, 26-60.00%
MOTIVE WEALTH ADVISORS4.79KJun 30, 26--0.00%
FC Advisory LLC4.79KJun 30, 26+1150.00%
HOWARD FINANCIAL SERVICES, LTD.4.79KJun 30, 26+80.00%
Belpointe Asset Management LLC4.76KJun 30, 26-1.73K0.00%
TWO SIGMA SECURITIES, LLC4.75KJun 30, 26+4.75K0.00%
StoneX Group Inc.4.71KJun 30, 26+4.71K0.00%
Trilogy Capital Inc.4.71KJun 30, 26-50.00%
Brewster Financial Planning LLC4.68KJun 30, 26-650.00%
Meridian Financial Partners LLC4.67KJun 30, 26+2550.00%
Basecamp Wealth Advisors LLC4.66KJun 30, 26--0.00%
FIDUCIARY FINANCIAL GROUP, LLC4.65KJun 30, 26+80.00%
Forefront Wealth Partners, LLC4.62KJun 30, 26+1.95K0.00%
EQ LLC4.60KJun 30, 26-490.00%
APS Management Group, Inc.4.56KJun 30, 26+390.00%
Spire Wealth Management4.55KJun 30, 26-3210.00%
Retirement Planning Group4.54KJun 30, 26+4.54K0.00%
VestGen Advisors, LLC4.49KJun 30, 26+1680.00%
SIGNATUREFD, LLC4.48KJun 30, 26+420.00%
Cornerstone Planning Group LLC4.46KJun 30, 26+2000.00%
Capasso Planning Partners LLC4.43KJun 30, 26+100.00%
Foundations Investment Advisors, LLC4.42KJun 30, 26+2180.00%
Independent Advisor Alliance4.41KJun 30, 26-14.35K0.00%
Greenspring Advisors, LLC4.40KJun 30, 26-320.00%
Rosenberg Matthew Hamilton4.32KJun 30, 26-600.00%
WealthCollab, LLC4.31KJun 30, 26--0.00%
Asempa Wealth Advisors4.27KJun 30, 26+10.00%
BRIGHTON JONES LLC4.25KJun 30, 26+6580.00%
Adviser Investments LLC4.24KJun 30, 26--0.00%
CLUNE & ASSOCIATES, LTD.4.24KJun 30, 26--0.00%
WealthShield Partners, LLC4.23KJun 30, 26-7110.00%
B. Riley Wealth Advisors, Inc.4.23KJun 30, 26+10.00%
Capital Analysts, LLC4.21KJun 30, 26+8190.00%
Metis Global Partners, LLC4.20KJun 30, 26-2.01K0.00%
Bison Wealth, LLC4.17KJun 30, 26+60.00%
AdvisorNet Financial, Inc4.14KJun 30, 26-8200.00%
Archford Capital Strategies, LLC4.13KJun 30, 26--0.00%
Veridan Wealth LLC4.13KJun 30, 26-2080.00%
Legacy Wealth Managment, LLC/ID4.09KJun 30, 26+520.00%
Valmark Advisers, Inc.4.08KJun 30, 26+480.00%
Old Peak Finance LLC4.04KJun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC4.03KJun 30, 26+6150.00%
OPPENHEIMER & CO INC4.00KJun 30, 26-880.00%
GREAT VALLEY ADVISOR GROUP, INC.4.00KJun 30, 26+220.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3.97KJun 30, 26-1600.00%
Single Point Partners, LLC3.95KJun 30, 26+1110.00%
Lantz Financial LLC3.95KJun 30, 26+870.00%
Diversified Enterprises, LLC3.94KJun 30, 26+3980.00%
COMMERCE BANK3.94KJun 30, 26-750.00%
FLAGSHIP HARBOR ADVISORS, LLC3.93KJun 30, 26-2.10K0.00%
Odyssey Group, LLC3.92KJun 30, 26+3.92K0.00%
IHT Wealth Management, LLC3.86KJun 30, 26-1.02K0.00%
Capital Investment Advisors, LLC3.84KJun 30, 26+10.00%
Ancora Advisors, LLC3.82KJun 30, 26-390.00%
Tarbox Family Office, Inc.3.79KJun 30, 26-610.00%
ENDEAVOR PRIVATE WEALTH, INC.3.77KJun 30, 26+1.71K0.00%
Venturi Wealth Management, LLC3.77KJun 30, 26+500.00%
Godfrey Financial Associates, Inc.3.75KJun 30, 26+440.00%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.3.75KJun 30, 26-1870.00%
Destination Wealth Management3.75KJun 30, 26+2190.00%
Capital Asset Advisory Services LLC3.70KJun 30, 26-6070.00%
Peak Financial Management, Inc.3.70KJun 30, 26+500.00%
Financial Gravity Companies, Inc.3.69KJun 30, 26+3.69K0.00%
LIBRA WEALTH LLC3.65KJun 30, 26+1090.00%
Russell Investments Group, Ltd.3.65KJun 30, 26-490.00%
Oregon Pacific Wealth Management, LLC3.63KJun 30, 26-460.00%
EASTERN BANK3.63KJun 30, 26--0.00%
Sovereign Financial Group, Inc.3.63KJun 30, 26+4230.00%
Golden State Wealth Management, LLC3.61KJun 30, 26-1160.00%
CIBC Bancorp USA Inc.3.59KJun 30, 26-1060.00%
Gen-Wealth Partners Inc3.58KJun 30, 26+2870.00%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC3.57KJun 30, 26+80.00%
ALPHA CAPITAL ADVISORS INC /ADV3.54KJun 30, 26--0.00%
PFG Advisors3.51KJun 30, 26-2300.00%
Traveka Wealth, LLC3.50KJun 30, 26+4810.00%
Proactive Wealth Strategies LLC3.50KJun 30, 26+80.00%
NWF Advisory Services Inc.3.49KJun 30, 26+1940.00%
Napier Financial, LLC3.46KJun 30, 26--0.00%
Prosperitas Financial LLC3.42KJun 30, 26+5510.00%
CURTIS WEALTH MANAGEMENT LLC3.41KJun 30, 26-620.00%
Chris Bulman Inc3.39KJun 30, 26+3.39K0.00%
Baker Avenue Asset Management, LP3.39KJun 30, 26-1370.00%
Caprock Group, LLC3.38KJun 30, 26-450.00%
CORE WEALTH ADVISORS, LLC3.37KJun 30, 26--0.00%
Legacy Wealth Partners, LLC3.36KJun 30, 26--0.00%
MATHER GROUP, LLC.3.34KJun 30, 26+530.00%
KINGSWOOD WEALTH ADVISORS, LLC3.34KJun 30, 26-170.00%
JHP Wealth Management, LLC3.33KJun 30, 26+100.00%
JOHNSON INVESTMENT COUNSEL INC3.32KJun 30, 26+5400.00%
Tanager Wealth Management LLP3.32KJun 30, 26--0.00%
RKL Wealth Management LLC3.30KJun 30, 26-1350.00%
Visionary Wealth Advisors3.30KJun 30, 26-230.00%
CX Institutional3.28KJun 30, 26--0.00%
Emergent Wealth Advisors, LLC3.27KJun 30, 26-3460.00%
STOCK YARDS BANK & TRUST CO3.26KJun 30, 26--0.00%
J. Mark Nickell & Co.3.25KJun 30, 26-1810.00%
TABLEAUX LLC3.23KJun 30, 26--0.00%
Grey Fox Wealth Advisors, LLC3.22KJun 30, 26--0.00%
Kestra Investment Management, LLC3.19KJun 30, 26+3.19K0.00%
PDS Planning, Inc3.19KJun 30, 26+740.00%
Murphy, Middleton, Hinkle & Parker, Inc.3.18KJun 30, 26--0.00%
Smithfield Trust Co3.15KJun 30, 26--0.00%
Precision Wealth Strategies, LLC3.15KJun 30, 26-670.00%
ASL Financial, LLC3.14KJun 30, 26--0.00%
BAILARD, INC.3.13KJun 30, 26--0.00%
Summit Financial, LLC3.11KJun 30, 26--0.00%
Clear Creek Financial Management, LLC3.06KJun 30, 26-2.14K0.00%
Vision Retirement, LLC3.06KJun 30, 26--0.00%
Andrews Advisory Associates, LLC3.02KJun 30, 26-500.00%
Csenge Advisory Group3.01KJun 30, 26-890.00%
EVERGREEN CAPITAL MANAGEMENT LLC3.00KJun 30, 26+100.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC2.98KJun 30, 26+1.33K0.00%
VERUS CAPITAL PARTNERS, LLC2.98KJun 30, 26+30.00%
Farmers National Bank2.93KJun 30, 26-2240.00%
Sherman Asset Management, Inc.2.89KJun 30, 26-570.00%
UBS ASSET MANAGEMENT AMERICAS INC2.88KJun 30, 26-3.38K0.00%
Finley Financial, LLC2.86KJun 30, 26--0.00%
American Money Management, LLC2.85KJun 30, 26-270.00%
FINANCIAL MANAGEMENT NETWORK INC2.83KJun 30, 26+50.00%
Freestone Capital Holdings, LLC2.82KJun 30, 26-2250.00%
Barnes Wealth Management Group, Inc2.82KJun 30, 26--0.00%
W.H. Cornerstone Investments Inc.2.81KJun 30, 26+210.00%
Bright Futures Wealth Management, LLC.2.81KJun 30, 26+1290.00%
ABLE Financial Group, LLC2.80KJun 30, 26--0.00%
NerdWallet Wealth Partners, LLC2.80KJun 30, 26+3940.00%
Quent Capital, LLC2.80KJun 30, 26-7680.00%
Valtinson Bruner Financial Planning LLC2.79KJun 30, 26--0.00%
LAIRD NORTON TRUST COMPANY, LLC2.78KJun 30, 26--0.00%
Essex Financial Services, Inc.2.78KJun 30, 26+10.00%
Fort Point Capital Partners LLC2.78KJun 30, 26--0.00%
BARCLAYS PLC2.76KJun 30, 26--0.00%
Waldron Private Wealth LLC2.75KJun 30, 26--0.00%
Elwood & Goetz Wealth Advisory Group, LLC2.72KJun 30, 26+450.00%
Magnus Financial Group LLC2.72KJun 30, 26-1590.00%
Spectrum Planning & Advisory Services Inc.2.70KJun 30, 26+4460.00%
Liberty Atlantic Advisors LLC2.69KJun 30, 26-2250.00%
Wealthcare Advisory Partners LLC2.65KJun 30, 26-3940.00%
MOLLER FINANCIAL SERVICES2.65KJun 30, 26+8770.00%
Heritage Family Offices, LLP2.65KJun 30, 26-4250.00%
Pacific Excel Wealth Advisors, Inc.2.65KJun 30, 26+2.65K0.00%
Trek Financial, LLC2.62KJun 30, 26+3270.00%
Broussard Financial Group LLC2.60KJun 30, 26-640.00%
CARY STREET PARTNERS FINANCIAL LLC2.60KJun 30, 26-5650.00%
One Day In July LLC2.60KJun 30, 26--0.00%
Milestone Investment Advisors LLC2.60KJun 30, 26+10.00%
Aureum Wealth Management, LLC2.56KJun 30, 26+2060.00%
Syntegra Private Wealth Group, LLC2.55KJun 30, 26-280.00%
Seven Post Investment Office LP2.53KJun 30, 26--0.00%
Wealth Enhancement Trust Services, Inc.2.51KJun 30, 26-1730.00%
VILLERE ST DENIS J & CO LLC2.50KJun 30, 26--0.00%
Clean Yield Group2.47KJun 30, 26--0.00%
Pallas Capital Advisors LLC2.46KJun 30, 26--0.00%
DWR WEALTH MANAGEMENT, LLC2.46KJun 30, 26+750.00%
NOVARE CAPITAL MANAGEMENT LLC2.46KJun 30, 26--0.00%
Elevation Wealth Management LLC2.45KJun 30, 26-30.00%
WESBANCO BANK INC2.43KJun 30, 26-760.00%
Argent Trust Co2.43KJun 30, 26--0.00%
OARSMAN CAPITAL, INC.2.43KJun 30, 26+2.43K0.00%
Aspen Wealth Strategies, LLC2.40KJun 30, 26--0.00%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.2.39KJun 30, 26+490.00%
Pettinga Financial Advisors, LLC2.39KJun 30, 26--0.00%
PRIVATE CLIENT SERVICES, LLC2.38KJun 30, 26+10.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.38KJun 30, 26-30.65K0.00%
True North Advisors, LLC2.37KJun 30, 26+2.37K0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC2.35KJun 30, 26--0.00%
Destiny Wealth Partners, LLC2.35KJun 30, 26-3.46K0.00%
BCU Wealth Advisors, LLC2.33KJun 30, 26-9460.00%
TritonPoint Partners, LLC2.31KJun 30, 26+7110.00%
WHALEROCK POINT PARTNERS, LLC2.31KJun 30, 26--0.00%
CGC Financial Services, LLC2.30KJun 30, 26+90.00%
Legacy Edge Advisors, LLC2.29KJun 30, 26+1010.00%
Trademark Financial Management, LLC2.29KJun 30, 26--0.00%
Bellwether Advisors, LLC2.29KJun 30, 26+400.00%
Northstar Financial Companies, Inc.2.28KJun 30, 26--0.00%
Sentinel Advisory Group, LLC2.27KJun 30, 26+2.27K0.00%
Sound View Wealth Advisors Group, LLC2.27KJun 30, 26--0.00%
Avantax Planning Partners, Inc.2.25KJun 30, 26-30.00%
Rede Wealth, LLC2.25KJun 30, 26--0.00%
Merkkuri Wealth Advisors LLC2.25KJun 30, 26-130.00%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC2.22KJun 30, 26+2.22K0.00%
Oxinas Partners Wealth Management LLC2.22KJun 30, 26-3510.00%
5T Wealth, LLC2.21KJun 30, 26--0.00%
NBT BANK N A /NY2.21KJun 30, 26-5.63K0.00%
Vermillion & White Wealth Management Group, LLC2.21KJun 30, 26--0.00%
Leverty Financial Group, LLC2.21KJun 30, 26+680.00%
BURLING WEALTH PARTNERS, LLC2.20KJun 30, 26--0.00%
DAVIS R M INC2.19KJun 30, 26+3000.00%
Level Financial Advisors, Inc.2.19KJun 30, 26--0.00%
Advyzon Investment Management, LLC2.14KJun 30, 26-8590.00%
MONECO Advisors, LLC2.14KJun 30, 26-20.00%
SEMITAM BONAM LLC2.13KJun 30, 26-620.00%
Fortis Capital Advisors, LLC2.13KJun 30, 26-1.64K0.00%
Amplius Wealth Advisors, LLC2.12KJun 30, 26--0.00%
Vertex Planning Partners, LLC2.11KJun 30, 26--0.00%
CAPE COD FIVE CENTS SAVINGS BANK2.10KJun 30, 26+2.10K0.00%
Wedmont Private Capital2.09KJun 30, 26+2.09K0.00%
Pine Valley Investments Ltd Liability Co2.08KJun 30, 26-10.00%
Martel Wealth Advisors Inc2.08KJun 30, 26+2.08K0.00%
Worth Financial Advisory Group, LLC2.08KJun 30, 26+2.08K0.00%
Transamerica Financial Advisors, Inc.2.06KJun 30, 26+8750.00%
Geneos Wealth Management Inc.2.06KJun 30, 26-190.00%
Nuveen, LLC2.05KJun 30, 26+2.05K0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2.03KJun 30, 26-7190.00%
WRAPMANAGER INC2.02KJun 30, 26-190.00%
CITIZENS FINANCIAL GROUP INC/RI2.01KJun 30, 26-6970.00%
Forum Financial Management, LP2.01KJun 30, 26--0.00%
PANORAMIC INVESTMENT ADVISORS, LLC2.01KJun 30, 26+900.00%
Seascape Capital Management2.00KJun 30, 26+1500.00%
Total Clarity Wealth Management, Inc.1.98KJun 30, 26-1390.00%
Buttonwood Financial Group, LLC1.98KJun 30, 26-500.00%
Note Advisors, LLC1.97KJun 30, 26--0.00%
Legacy Financial Group LLC1.97KJun 30, 26+1.97K0.00%
Callan Family Office, LLC1.97KJun 30, 26--0.00%
NATURAL INVESTMENTS, LLC1.96KJun 30, 26+1.96K0.00%
CHANNEL WEALTH LLC1.96KJun 30, 26-420.00%
Klingman & Associates, LLC1.92KJun 30, 26+960.00%
Signal Advisors Wealth, LLC1.92KJun 30, 26-640.00%
Drucker Wealth 3.0, LLC1.92KJun 30, 26-3850.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1.91KJun 30, 26-300.00%
BKM Wealth Management, LLC1.90KJun 30, 26--0.00%
Invesco Ltd.1.89KJun 30, 26-1.27K0.00%
Etesian Wealth Advisors, Inc.1.88KJun 30, 26+2790.00%
PECAUT & CO.1.88KJun 30, 26-210.00%
Gallacher Capital Management LLC1.87KJun 30, 26--0.00%
Polaris Investment Advisors, LLC1.87KJun 30, 26-6330.00%
Chesapeake Wealth Management1.86KJun 30, 26--0.00%
Tortoise Investment Management, LLC1.86KJun 30, 26--0.00%
Avantra Family Wealth, Inc.1.86KJun 30, 26-90.00%
ATTICUS WEALTH MANAGEMENT, LLC1.86KJun 30, 26-1620.00%
Financial Engines Advisors L.L.C.1.86KJun 30, 26-70.00%
SAGE FINANCIAL GROUP INC1.85KJun 30, 26-250.00%
Cadia Private Client LLC1.85KJun 30, 26--0.00%
Frankly Finances, LLC1.85KJun 30, 26+1.85K0.00%
SageView Advisory Group, LLC1.84KJun 30, 26+20.00%
Williams Financial, LLC1.83KJun 30, 26+1.83K0.00%
NORTH STAR ASSET MANAGEMENT INC1.82KJun 30, 26-200.00%
MontVue Capital Management, Inc.1.82KJun 30, 26--0.00%
Evergreen Wealth Solutions, LLC1.81KJun 30, 26-5900.00%
Ameraudi Asset Management, Inc.1.79KJun 30, 26-4.23K0.00%
Financial Services Advisory Inc1.79KJun 30, 26+1.79K0.00%
PINNACLE ASSOCIATES LTD1.79KJun 30, 26--0.00%
Cornerstone Wealth Management, LLC1.77KJun 30, 26--0.00%
Advisory Alpha, LLC1.76KJun 30, 26--0.00%
Hutchens & Kramer Investment Management Group, LLC1.75KJun 30, 26-40.00%
Fermata Advisors, LLC1.75KJun 30, 26-1100.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC1.74KJun 30, 26--0.00%
LIBERTY WEALTH MANAGEMENT LLC1.74KJun 30, 26--0.00%
Braun-Bostich & Associates Inc.1.73KJun 30, 26-430.00%
Quadcap Wealth Management, LLC1.73KJun 30, 26-1450.00%
Pearl Planning LLC1.73KJun 30, 26--0.00%
NORTHWEST WEALTH MANAGEMENT, LLC1.71KJun 30, 26--0.00%
Haverford Trust Co1.71KJun 30, 26--0.00%
MOTCO1.71KJun 30, 26--0.00%
M3 Advisory Group, LLC1.69KJun 30, 26-40.00%
Francis Financial, Inc.1.69KJun 30, 26+1.69K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.68KJun 30, 26-490.00%
Vestmark Advisory Solutions, Inc.1.67KJun 30, 26+1230.00%
Kovack Advisors, Inc.1.65KJun 30, 26+60.00%
Founders Financial Alliance, LLC1.64KJun 30, 26-4260.00%
Root Financial Partners, LLC1.64KJun 30, 26+2280.00%
Schwallier Wealth Management LLC1.64KJun 30, 26-840.00%
Institute for Wealth Management, LLC.1.63KJun 30, 26-100.00%
Hopwood Nicholas Hunter1.62KJun 30, 26+30.00%
Fiduciary Alliance LLC1.62KJun 30, 26+30.00%
TD Capital Management LLC1.61KJun 30, 26+20.00%
QRG CAPITAL MANAGEMENT, INC.1.61KJun 30, 26+580.00%
Fire Capital Management LLC1.60KJun 30, 26+490.00%
Scarborough Advisors, LLC1.60KJun 30, 26-1.73K0.00%
Sage Financial Management Group, Inc.1.59KJun 30, 26+1610.00%
Investors Research Corp1.56KJun 30, 26+540.00%
Fundamentum, LLC1.56KJun 30, 26+10.00%
Urban Wealth Management, LLC1.54KJun 30, 26-2400.00%
Holistic Planning, LLC1.53KJun 30, 26-2900.00%
Bragg Financial Advisors, Inc1.53KJun 30, 26-2540.00%
Frederick Financial Consultants, LLC1.52KJun 30, 26--0.00%
Commonwealth Financial Services, LLC1.51KJun 30, 26--0.00%
Curry Webb Wealth Management LLC1.50KJun 30, 26+10.00%
Nemes Rush Group LLC1.50KJun 30, 26-9960.00%
Sigma Planning Corp1.50KJun 30, 26--0.00%
Vantus Wealth LLC1.48KJun 30, 26+1.48K0.00%
Integrated Advisors Network LLC1.48KJun 30, 26-6440.00%
Abundance Wealth Counselors1.47KJun 30, 26+1.47K0.00%
Mesirow Financial Investment Management, Inc.1.46KJun 30, 26--0.00%
Security Financial Services, INC.1.45KJun 30, 26-1030.00%
Essex LLC1.45KJun 30, 26+140.00%
Graves Light Lenhart Wealth, Inc.1.44KJun 30, 26--0.00%
Arcadia Wealth Management, Inc.1.44KJun 30, 26--0.00%
NORTHLAND SECURITIES, INC.1.44KJun 30, 26-1.45K0.00%
Advisor OS, LLC1.42KJun 30, 26+10.00%
Ameritas Advisory Services, LLC1.42KJun 30, 26+1.42K0.00%
Capital Advantage, Inc.1.42KJun 30, 26--0.00%
Cooper Financial Group1.41KJun 30, 26-180.00%
Brand Asset Management Group, Inc.1.41KJun 30, 26+1.41K0.00%
GGM Financials LLC1.40KJun 30, 26+20.00%
Greenfield Savings Bank1.40KJun 30, 26+1.40K0.00%
Asset One Wealth Management LLC1.39KJun 30, 26+1.39K0.00%
Madison Wealth Partners, Inc1.38KJun 30, 26+1.38K0.00%
Investor's Fiduciary Advisor Network, LLC1.37KJun 30, 26-10.30K0.00%
Pinnacle Wealth Management Advisory Group, LLC1.36KJun 30, 26+1.36K0.00%
Guilbault Capital LLC1.34KJun 30, 26+1.34K0.00%
NOVUS ADVISORS, LLC1.34KJun 30, 26+1.34K0.00%
JFS WEALTH ADVISORS, LLC1.34KJun 30, 26-1510.00%
Qube Research & Technologies Ltd1.33KJun 30, 26+1.33K0.00%
Sentinus, LLC1.32KJun 30, 26+1.32K0.00%
Cassilly Financial Group LLC1.32KJun 30, 26+1.32K0.00%
SC&H Financial Advisors, Inc.1.32KJun 30, 26+1.32K0.00%
Element Wealth, LLC1.31KJun 30, 26+1.31K0.00%
Foguth Wealth Management, LLC.1.31KJun 30, 26-910.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.1.31KJun 30, 26+1.31K0.00%
Neuberger Berman Group LLC1.30KJun 30, 26+1.30K0.00%
D'Orazio & Associates, Inc.1.30KJun 30, 26+1.30K0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC1.29KJun 30, 26-70.00%
Bernardo Wealth Planning LLC1.29KJun 30, 26+1.29K0.00%
Wealthquest Corp1.28KJun 30, 26+1.28K0.00%
Plum Street Advisors, LLC1.27KJun 30, 26+1.27K0.00%
Rollins Financial Advisors, LLC1.27KJun 30, 26+1.27K0.00%
ARQ WEALTH ADVISORS, LLC1.26KJun 30, 26+1.26K0.00%
Coign Capital Advisors LLC1.25KJun 30, 26+1.25K0.00%
WEBSTERROGERS FINANCIAL ADVISORS, LLC1.25KJun 30, 26+1.25K0.00%
Bond & Devick Financial Network, Inc.1.24KJun 30, 26+1.24K0.00%
BANK OF HAWAII1.24KJun 30, 26+1.24K0.00%
PAX Financial Group, LLC1.23KJun 30, 26+1.23K0.00%
Badgley Phelps Wealth Managers, LLC1.23KJun 30, 26+1.23K0.00%
Real Talk Capital, LLC1.23KJun 30, 26+1.23K0.00%
NorthCrest Asset Manangement, LLC1.23KJun 30, 26+1.23K0.00%
Strategic Wealth Partners, Ltd.1.22KJun 30, 26--0.00%
Harbor Asset Planning, Inc.1.16KJun 30, 26+10.00%
Manchester Capital Management LLC1.14KJun 30, 26+1.14K0.00%
Bank of New Hampshire1.09KJun 30, 26-2250.00%
SALEM INVESTMENT COUNSELORS INC1.05KJun 30, 26--0.00%
HUNTINGTON NATIONAL BANK1.02KJun 30, 26--0.00%
CVA Family Office, LLC1.00KJun 30, 26--0.00%
Tanglewood Legacy Advisors, LLC1.00KJun 30, 26--0.00%
Asset Dedication, LLC958Jun 30, 26--0.00%
Financial Perspectives, Inc955Jun 30, 26+10.00%
Larson Financial Group LLC924Jun 30, 26+530.00%
Abound Wealth Management900Jun 30, 26-1940.00%
Balentine LLC871Jun 30, 26--0.00%
MCF Advisors LLC865Jun 30, 26--0.00%
BOK Financial Private Wealth, Inc.849Jun 30, 26--0.00%
Downshift Financial, LLC847Jun 30, 26+8470.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA837Jun 30, 26--0.00%
First Bancorp, Inc /ME/807Jun 30, 26+8070.00%
DT Investment Partners, LLC782Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC760Jun 30, 26-490.00%
MeadowBrook Investment Advisors LLC746Jun 30, 26--0.00%
Continuum Advisory, LLC742Jun 30, 26+7420.00%
New Republic Capital, LLC719Jun 30, 26--0.00%
Winthrop Capital Management, LLC719Jun 30, 26--0.00%
FINANCIAL CONSULATE, INC704Jun 30, 26--0.00%
Forum Finance Group S.A.660Jun 30, 26--0.00%
Clearstead Trust, LLC659Jun 30, 26--0.00%
Centerpoint Advisors, LLC642Jun 30, 26+210.00%
Key FInancial Inc632Jun 30, 26--0.00%
Bravera Wealth591Jun 30, 26--0.00%
Center for Financial Planning, Inc.588Jun 30, 26--0.00%
Federation des caisses Desjardins du Quebec568Jun 30, 26--0.00%
BLUELINE ADVISORS LLC559Jun 30, 26-10.00%
Nalls Sherbakoff Group, LLC550Jun 30, 26--0.00%
Timbuktu Capital Management, LLC547Jun 30, 26+5470.00%
HARBOR INVESTMENT ADVISORY, LLC527Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV521Jun 30, 26+200.00%
BROWN BROTHERS HARRIMAN & CO510Jun 30, 26--0.00%
VIMA LLC490Jun 30, 26+4900.00%
Arlington Trust Co LLC480Jun 30, 26--0.00%
GW&K Investment Management, LLC469Jun 30, 26--0.00%
Investors Portfolio Services LLC462Jun 30, 26+10.00%
NATIONAL BANK OF CANADA /FI/442Jun 30, 26+310.00%
Addison Advisors LLC436Jun 30, 26+220.00%
Archer Investment Corp414Jun 30, 26+10.00%
FLAGSHIP WEALTH ADVISORS, LLC411Jun 30, 26-1200.00%
EVOLUTION WEALTH MANAGEMENT INC.405Jun 30, 26+1180.00%
EFG International AG382Jun 30, 26-120.00%
DHJJ Financial Advisors, Ltd.365Jun 30, 26--0.00%
JNBA Financial Advisors354Jun 30, 26--0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.323Jun 30, 26--0.00%
Wellington Grp LLC304Jun 30, 26--0.00%
Glen Eagle Advisors, LLC282Jun 30, 26--0.00%
United Financial Planning Group LLC271Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC254Jun 30, 26-3660.00%
Buck Wealth Strategies, LLC254Jun 30, 26+2540.00%
Fortitude Family Office, LLC247Jun 30, 26--0.00%
Caitlin John, LLC247Jun 30, 26--0.00%
Triumph Capital Management240Jun 30, 26+80.00%
Kennebec Savings Bank237Jun 30, 26+1350.00%
Kilter Group LLC232Jun 30, 26-10.00%
BOKF, NA229Jun 30, 26--0.00%
Commonwealth Retirement Investments LLC227Jun 30, 26+2270.00%
Concord Wealth Partners222Jun 30, 26+2220.00%
Highland Investment Advisors LLC203Jun 30, 26+2030.00%
AMERIFLEX GROUP, INC.192Jun 30, 26--0.00%
Trust Co189Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.187Jun 30, 26+1870.00%
PROFFITT & GOODSON INC183Jun 30, 26--0.00%
Cape Investment Advisory, Inc.168Jun 30, 26+1680.00%
Creative Capital Management Investments LLC154Jun 30, 26--0.00%
Salomon & Ludwin, LLC147Jun 30, 26-40.00%
NBC SECURITIES, INC.141Jun 30, 26--0.00%
Bernard Wealth Management Corp.140Jun 30, 26--0.00%
Benson Wealth Management INC134Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.133Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC132Jun 30, 26--0.00%
Community Bank, N.A.125Jun 30, 26--0.00%
Signature Resources Capital Management, LLC123Jun 30, 26--0.00%
JPL Wealth Management, LLC119Jun 30, 26+1190.00%
MJT & Associates Financial Advisory Group, Inc.111Jun 30, 26-100.00%
ELEVATE WEALTH ADVISORY, INC110Jun 30, 26-660.00%
RAFFA WEALTH MANAGEMENT, LLC109Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC70Jun 30, 26+700.00%
United Community Bank66Jun 30, 26--0.00%
Wiser Advisor Group LLC64Jun 30, 26--0.00%
FAS Wealth Partners, Inc.62Jun 30, 26--0.00%
Strategic Wealth Advisors LLC61Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.58Jun 30, 26--0.00%
SIMPLEX TRADING, LLC55Jun 30, 26+550.00%
HANTZ FINANCIAL SERVICES, INC.52Jun 30, 26+90.00%
FIDUCIARY FINANCIAL ADVISORS49Jun 30, 26+490.00%
Hanson & Doremus Investment Management49Jun 30, 26--0.00%
Atlantic Union Bankshares Corp48Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.45Jun 30, 26--0.00%
Alpine Bank Wealth Management42Jun 30, 26+420.00%
Capitol Family Office, Inc.42Jun 30, 26+10.00%
Portfolio Resources Advisor Group, Inc.37Jun 30, 26+370.00%
Synergy Investment Management, LLC35Jun 30, 26-350.00%
Retirement Wealth Solutions LLC30Jun 30, 26-10.00%
ST GERMAIN D J CO INC29Jun 30, 26--0.00%
Colonial Trust Advisors27Jun 30, 26+270.00%
Key Capital Management, INC24Jun 30, 26--0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management23Jun 30, 26--0.00%
Coston, McIsaac & Partners22Jun 30, 26--0.00%
GHP Investment Advisors, Inc.20Jun 30, 26--0.00%
Davis Capital Management18Jun 30, 26--0.00%
Glassman Wealth Services17Jun 30, 26--0.00%
Robbins Farley16Jun 30, 26--0.00%
Hurley Capital, LLC11Jun 30, 26+10.00%
Covestor Ltd9Jun 30, 26+30.00%
Financial Life Planners7Jun 30, 26--0.00%
Silver Grove Financial Group, Inc.6Jun 30, 26+10.00%
TSFG, LLC6Jun 30, 26--0.00%
SBI Securities Co., Ltd.5Jun 30, 26--0.00%
MASECO LLP1Jun 30, 26--0.00%
ATWOOD & PALMER INC1Jun 30, 26--0.00%
Apeiron RIA LLC--Jun 30, 26-1.76K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-1.09K--
Talisman Wealth Advisors LLC--Jun 30, 26-5.60K--
True Link Financial Advisors, LLC--Jun 30, 26-1.40K--
IAG Wealth Partners, LLC--Jun 30, 26-65--
Raleigh Capital Management Inc.--Jun 30, 26-14--
Medallion Wealth Advisors, LLC--Jun 30, 26-112--
Mirae Asset Global Investments Co., Ltd.--Jun 30, 26-17.24K--
Strategic Financial Concepts, LLC--Jun 30, 26-2.89K--
Johnson Financial Group, Inc.--Jun 30, 26-140--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-4.96K--
Trailhead Planners LLC--Jun 30, 26-1.58K--
Golden State Equity Partners--Jun 30, 26-90--
Rice Partnership, LLC--Jun 30, 26-204--
Carnegie Capital Asset Management, LLC--Jun 30, 26-4.31K--
Sound Income Strategies, LLC--Jun 30, 26-161--
Squarepoint Ops LLC--Jun 30, 26-1.67K--
STRATEGIC ADVISORY PARTNERS, LLC--Jun 30, 26-412--
Arkos Global Advisors--Jun 30, 26-1.01K--
SAX WEALTH ADVISORS, LLC--Jun 30, 26-1.96K--
Estate Counselors, LLC--Jun 30, 26-1.46K--
GRAND WEALTH MANAGEMENT, LLC--Jun 30, 26-99--
BRYN MAWR TRUST Co--Jun 30, 26-11--
GK Wealth Management LLC--Jun 30, 26-2.39K--
GAMMA Investing LLC--Jun 30, 26-29--
Forthright Family Wealth Advisory LLC--Jun 30, 26-21.70K--
ZACKS INVESTMENT MANAGEMENT--Jun 30, 26-1.60K--
EXCEL SECURITIES & ASSOCIATES, INC.--Jun 30, 26-35--
CWM, LLC263.83KMar 31, 26-13.85K0.25%
Opes Wealth Management LLC23.33KMar 31, 26+700.02%
JOURNEY STRATEGIC WEALTH LLC19.37KMar 31, 26-4110.02%
SOL Capital Management CO18.88KMar 31, 26+18.88K0.02%
Leo Wealth, LLC18.87KMar 31, 26+4970.02%
Charter Oak Capital Management, LLC11.11KMar 31, 26--0.01%
U.S. Capital Wealth Advisors, LLC4.70KMar 31, 26+260.00%
North Berkeley Wealth Management, LLC3.85KMar 31, 26--0.00%
Financial Gravity Asset Management, Inc.3.69KMar 31, 26-20.00%
Vivaldi Capital Management LP2.65KMar 31, 26--0.00%
LIFE LINE WEALTH MANAGEMENT LLC1.94KMar 31, 26-1.03K0.00%
Sterling Manor Financial, LLC1.48KMar 31, 26-1160.00%
Horizons Wealth Management874Mar 31, 26-1.12K0.00%
BROWN, LISLE/CUMMINGS, INC.209Mar 31, 26--0.00%
Sunbelt Securities, Inc.101Mar 31, 26--0.00%
Parkside Financial Bank & Trust76Mar 31, 26-3090.00%
Clarius Group, LLC168.20KDec 31, 25-1.96K0.16%
Capitolis Liquid Global Markets LLC63.50KDec 31, 25-300.50K0.06%
Long Run Wealth Advisors, LLC35.18KDec 31, 25+160.03%
High Falls Advisors, Inc17.67KDec 31, 25-80.02%
Austin Private Wealth, LLC12.12KDec 31, 25-2.06K0.01%
Clearview Wealth Advisors LLC11.71KDec 31, 25+520.01%
COMERICA BANK9.26KDec 31, 25-6.85K0.01%
VANGUARD GROUP INC6.62KDec 31, 25-1050.01%
Alpha Cubed Investments, LLC3.84KDec 31, 25+70.00%
Quent Long Short Global Small Cap Fund, LP3.59KDec 31, 25+3.59K0.00%
CIBC Private Wealth Group, LLC3.33KDec 31, 25+2460.00%
Northwest Capital Management Inc2.83KDec 31, 25-11.90K0.00%
Litman Gregory Wealth Management LLC1.91KDec 31, 25-1.51K0.00%
Pandora Wealth, Inc.26Dec 31, 25--0.00%
TUCKER ASSET MANAGEMENT LLC11Dec 31, 25+110.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-1.11K--
Financial Advisors, LLC56.39KSep 30, 25+3140.05%
WETHERBY ASSET MANAGEMENT INC35.44KSep 30, 25+250.03%
Sensible Financial Planning & Management, LLC.20.23KSep 30, 25+1.83K0.02%
Apexium Financial, LP7.78KSep 30, 25--0.01%
Lion Street Advisors, LLC4.79KSep 30, 25+4.79K0.00%
Copperleaf Capital, LLC4.65KSep 30, 25+7220.00%
Certus Wealth Management, LLC4.25KSep 30, 25-1910.00%
Wealthstream Advisors, Inc.2.94KSep 30, 25--0.00%
SYNOVUS FINANCIAL CORP2.94KSep 30, 25+10.00%
D. SCOTT NEAL, INC.2.89KSep 30, 25-1280.00%
PALO ALTO WEALTH ADVISORS, LLC1.62KSep 30, 25+40.00%
Watts Gwilliam & Co., LLC1.41KSep 30, 25--0.00%
Obsidian Personal Planning Solutions LLC1.36KSep 30, 25-1640.00%
Lowe Wealth Advisors, LLC1.24KSep 30, 25+1680.00%
Accredited Wealth Management, LLC554Sep 30, 25-3110.00%
Glenmede Investment Management, LP422Sep 30, 25--0.00%
Kathleen S. Wright Associates Inc.99Sep 30, 25--0.00%
Guerra Advisors Inc49Sep 30, 25+490.00%
Financial Advocates Investment Management--Sep 30, 25-3.00K--
DOHJ, LLC143.05KJun 30, 25-14.38K0.13%
Money Design Co.,Ltd.98.59KJun 30, 25+570.09%
Parkside Advisors LLC70.86KJun 30, 25+1.45K0.07%
Waypoint Wealth Partners Inc.46.20KJun 30, 25-12.41K0.04%
AVANTAX ADVISORY SERVICES, INC.39.30KJun 30, 25-7230.04%
First Horizon Advisors, Inc.24.16KJun 30, 25+11.44K0.02%
Summit X, LLC13.12KJun 30, 25+3600.01%
Atria Wealth Solutions, Inc.11.63KJun 30, 25-28.43K0.01%
Congress Wealth Management LLC / DE /11.04KJun 30, 25+5410.01%
Elios Financial Group Inc.10.62KJun 30, 25+1.72K0.01%
My Legacy Advisors, LLC8.55KJun 30, 25-9820.01%
FUTURE YOU WEALTH LLC2.80KJun 30, 25-3090.00%
Martin Worley Group1.81KJun 30, 25+1.81K0.00%
PrairieView Partners, LLC534Jun 30, 25+770.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP420Jun 30, 25+4200.00%
Iron Horse Wealth Management, LLC277Jun 30, 25--0.00%
Capital A Wealth Management, LLC--Jun 30, 25-257--
Orion Portfolio Solutions, LLC27.02KMar 31, 25-61.55K0.03%
COOK WEALTH MANAGEMENT GROUP LLC18.88KMar 31, 25-280.02%
Wade Financial Advisory, Inc5.13KMar 31, 25+9260.00%
US FINANCIAL ADVISORS, LLC3.51KMar 31, 25--0.00%
Spectrum Wealth Counsel, LLC2.09KMar 31, 25-19.50K0.00%
CAROLINAS WEALTH CONSULTING LLC191Mar 31, 25--0.00%
Sandy Spring Bank125Mar 31, 25--0.00%
Michael A. Dubis Financial Planning, LLC--Mar 31, 25-1.60K--
LAKE STREET ADVISORS GROUP, LLC76.13KDec 31, 24+22.84K0.07%
HART & PATTERSON FINANCIAL GROUP LLC40.99KDec 31, 24-2.75K0.04%
WR Wealth Planners, LLC10.04KDec 31, 24-12.10K0.01%
BOSTON FINANCIAL MANGEMENT LLC9.15KDec 31, 24--0.01%
Maxwell Wealth Strategies Inc.8.64KDec 31, 24--0.01%
Merriman Wealth Management, LLC3.67KDec 31, 24+3.67K0.00%
Treynor Bancshares, Inc.3.66KDec 31, 24+110.00%
Maiden Cove Capital, LLC3.11KDec 31, 24-5910.00%
Compass Investment Advisers LLC2.94KDec 31, 24+2.94K0.00%
CRITERION CAPITAL ADVISORS, LLC1.93KDec 31, 24--0.00%
Sugarloaf Wealth Management, LLC229Dec 31, 24-8030.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-17--
Raymond James Financial Services Advisors, Inc.149.00KSep 30, 24+3.91K0.14%
RAYMOND JAMES & ASSOCIATES55.32KSep 30, 24-11.45K0.05%
TNF LLC52.75KSep 30, 24-2180.05%
RAYMOND JAMES TRUST N.A.15.41KSep 30, 24-1630.01%
Diversified, LLC7.25KSep 30, 24+5810.01%
First Trust Direct Indexing L.P.4.96KSep 30, 24+1.41K0.00%
Alera Investment Advisors, LLC4.14KSep 30, 24-4060.00%
CEDRUS LLC3.24KSep 30, 24-6470.00%
Aspire Wealth Management Corp495Sep 30, 24+350.00%
Family Asset Management, LLC307Sep 30, 24-10.00%
FinTrust Capital Advisors, LLC213Sep 30, 24--0.00%
VitalStone Financial, LLC25Sep 30, 24--0.00%
BlackRock Inc.3.98MJun 30, 24-485.60K3.72%
Private Ocean, LLC61.38KJun 30, 24+410.06%
Windham Capital Management, LLC16.39KJun 30, 24--0.02%
TCWP LLC9.12KJun 30, 24-1060.01%
Levy Wealth Management Group, LLC8.78KJun 30, 24-1380.01%
BUCKINGHAM STRATEGIC WEALTH, LLC8.45KJun 30, 24+7870.01%
HERITAGE WEALTH MANAGEMENT, LLC6.68KJun 30, 24-5420.01%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC6.24KJun 30, 24-1980.01%
Regis Acquisition Inc.5.71KJun 30, 24+7760.01%
BENJAMIN F. EDWARDS & COMPANY, INC.5.69KJun 30, 24-8.32K0.01%
Spotlight Asset Group, Inc.26Jun 30, 24--0.00%
ICA Group Wealth Management, LLC7Jun 30, 24-2.58K0.00%
Cetera Advisor Networks LLC217.20KMar 31, 24-149.79K0.20%
Cetera Advisors LLC91.76KMar 31, 24-22.69K0.09%
CAMBRIDGE TRUST CO24.91KMar 31, 24+9240.02%
Crestone Asset Management LLC18.01KMar 31, 24--0.02%
Manning & Napier Group, LLC11.69KMar 31, 24+5700.01%
CREDIT SUISSE AG/4.29KMar 31, 24+4.29K0.00%
InterOcean Capital Group, LLC3.19KMar 31, 24-3700.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC2.62KMar 31, 24+120.00%
Coppell Advisory Solutions Corp.2.62KMar 31, 24+2.62K0.00%
WEALTHSOURCE PARTNERS, LLC478.32KDec 31, 23-39.80K0.45%
Desjardins Global Asset Management Inc.74.14KDec 31, 23+74.14K0.07%
Adroit Compliance, LLC45.96KDec 31, 23+45.96K0.04%
FOCUS FINANCIAL NETWORK INC /ADV43.25KDec 31, 23+43.25K0.04%
PROVENCE WEALTH MANAGEMENT GROUP34.43KDec 31, 23-4.84K0.03%
WADE G W & INC33.07KDec 31, 23-1.74K0.03%
Baystate Wealth Management LLC32.91KDec 31, 23+6130.03%
DFPG INVESTMENTS, LLC29.82KDec 31, 23+1.89K0.03%
Day & Ennis, LLC14.27KDec 31, 23-9410.01%
Resource Planning Group3.75KDec 31, 23--0.00%
Bartlett & Co. LLC1.07KDec 31, 23-4630.00%
DB Wealth Management Group, LLC120Dec 31, 23--0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.873.96KSep 30, 23+20.69K0.82%
Icon Wealth Partners, LLC215.15KSep 30, 23-53.81K0.20%
TIEDEMANN ADVISORS, LLC76.32KSep 30, 23+5.00K0.07%
COMERICA SECURITIES,INC.18.91KSep 30, 23-37.81K0.02%
Wealth Management Solutions, LLC10.76KSep 30, 23-3020.01%
ADVISOR PARTNERS II, LLC9.58KSep 30, 23--0.01%
Truadvice, LLC8.51KSep 30, 23-6.30K0.01%
Johnson Midwest Financial, LLC20Sep 30, 23--0.00%
3D/L Capital Management, LLC--Sep 30, 23-2.21K--
TIAA, FSB4.57MJun 30, 23+122.79K4.27%
Intercontinental Wealth Advisors, LLC27.95KJun 30, 23-1360.03%
PFS INVESTMENTS INC.19.98KJun 30, 23-13.54K0.02%
LEO BROKERAGE, LLC19.05KJun 30, 23-510.02%
BMS Financial Advisors, LLC13.67KJun 30, 23-16.26K0.01%
Vident Investment Advisory, LLC9.79KJun 30, 23-510.01%
Lumature Wealth Partners, LLC6.37KJun 30, 23-3720.01%
Financial Architects, Inc3.79KJun 30, 23-7800.00%
Ten Capital Wealth Advisors, LLC3.23KJun 30, 23-1410.00%
Endurance Wealth Management, Inc.956Jun 30, 23--0.00%
Kistler-Tiffany Companies, LLC435Jun 30, 23+10.00%
BerganKDV Wealth Management, LLC--Jun 30, 23-514--
Parsec Financial Management, Inc.62.36KMar 31, 23+5.45K0.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC18.87KMar 31, 23+6.56K0.02%
Cardinal Point Wealth Management Partners, LLC3.85KMar 31, 23+3300.00%
LeJeune Puetz Investment Counsel LLC1.90KMar 31, 23--0.00%
Personal Capital Advisors Corp840.34KDec 31, 22+39.11K0.79%
Laurel Wealth Advisors, Inc.19.68KDec 31, 22-2.86K0.02%
S.C. Financial Services, Inc.18.03KDec 31, 22-8.74K0.02%
BOENNING & SCATTERGOOD, INC.3.39KDec 31, 22+2500.00%
Gallagher Benefit Services, Inc.3.28KDec 31, 22+3.28K0.00%
F3Logic, LLC3.28KDec 31, 22+2780.00%
TRUSTCORE FINANCIAL SERVICES, LLC2.95KDec 31, 22-580.00%
Burleson & Company, LLC1.29KDec 31, 22-1.71K0.00%
Sargent Bickham Lagudis LLC234Dec 31, 22+2340.00%
ZEKE CAPITAL ADVISORS, LLC--Dec 31, 22-3.44K--
55I, LLC4.57MSep 30, 22-83.61K4.28%
Spectrum Management Group, LLC262.13KSep 30, 22+44.13K0.25%
Highland Private Wealth Management176.72KSep 30, 22-2.23K0.17%
MARINER INDEPENDENT ADVISOR NETWORK, LLC106.05KSep 30, 22+33.25K0.10%
Strategic Asset Management, LLC35.93KSep 30, 22-2540.03%
American Portfolios Advisors35.12KSep 30, 22+1540.03%
CPWM, LLC28.66KSep 30, 22+1310.03%
REGENTATLANTIC CAPITAL LLC22.72KSep 30, 22+9.87K0.02%
WESTERN FINANCIAL Corp16.38KSep 30, 22+8140.02%
Round Table Services, LLC11.62KSep 30, 22-1100.01%
Karp Capital Management Corp9.53KSep 30, 22+9.53K0.01%
Jefferies Group LLC3.21KSep 30, 22+100.00%
KARLINSKI ANDREW C1.34KSep 30, 22+1.10K0.00%
SIENA CAPITAL LLC990Sep 30, 22--0.00%
MUFG Americas Holdings Corp500Sep 30, 22-1.10K0.00%
FURE FINANCIAL CORP--Sep 30, 22-140--
ADVISOR PARTNERS LLC9.09KJun 30, 22+3.41K0.01%
Pinnacle Private Wealth, LLC4.80KJun 30, 22--0.00%
Private Capital Group, LLC1.48KJun 30, 22-38.62K0.00%
Lake Point Wealth Management68Jun 30, 22+680.00%
Karn, Couzens & Associates, Inc.24.70KMar 31, 22+2.22K0.02%
People's United Financial, Inc.3.73KMar 31, 22-1.22K0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC3.22KMar 31, 22+1620.00%
Lenox Wealth Advisors, LLC585Mar 31, 22+5850.00%
CAPITAL ONE FINANCIAL CORP--Mar 31, 22-5.54K--
HawsGoodwin Investment Management LLC370.13KDec 31, 21+8.13K0.35%
VIVID FINANCIAL MANAGEMENT, INC.300.60KDec 31, 21+17.92K0.28%
Biltmore Capital Advisors LLC257.45KDec 31, 21+21.55K0.24%
NEXT Financial Group, Inc191.34KDec 31, 21+68.33K0.18%
Castle Financial & Retirement Planning Associates, Inc.17.65KDec 31, 21+17.65K0.02%
QUEST CAPITAL MANAGEMENT INC /ADV16.61KDec 31, 21+16.61K0.02%
Carroll Financial Associates, Inc.6.33KDec 31, 21+6.33K0.01%
Hayden Royal, LLC3.52KDec 31, 21--0.00%
REILLY FINANCIAL ADVISORS, LLC23Dec 31, 21--0.00%
Crescent Capital Consulting, LLC9Dec 31, 21+90.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV66.89KSep 30, 21+5.80K0.06%
Cascadia Advisory Services, LLC62.38KSep 30, 21+2.96K0.06%
BHF RG Capital Inc.41.62KSep 30, 21-62.02K0.04%
Filbrandt Wealth Management, LLC37.69KSep 30, 21+1.15K0.04%
Homrich & Berg36.89KSep 30, 21+6550.03%
Ameritas Investment Company, LLC5.57KSep 30, 21+4.67K0.01%
Berman Capital Advisors, LLC3.26KSep 30, 21--0.00%
NorthCoast Asset Management LLC2.09KSep 30, 21--0.00%
Nachman Norwood & Parrott, Inc307.79KJun 30, 21+39.80K0.29%
AdvicePeriod, LLC13.07KJun 30, 21+5220.01%
Hoover Financial Advisors, Inc.387Jun 30, 21--0.00%
FormulaFolio Investments, LLC10Jun 30, 21--0.00%
NORTH AMERICAN MANAGEMENT CORP20.56KMar 31, 21+6060.02%
Sullivan, Bruyette, Speros & Blaney, LLC7.71KMar 31, 21+1670.01%
Paracle Advisors, LLC7.57KMar 31, 21--0.01%
Lighthouse Financial Advisors, Inc.7.12KMar 31, 21+3280.01%
Pinnacle Advisory Group, Inc.3.18KMar 31, 21-4580.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV87.09KDec 31, 20+4.95K0.08%
Reby Advisors, LLC745Dec 31, 20+7450.00%
ETRADE Capital Management LLC1.79MSep 30, 20+335.37K1.67%
First Allied Advisory Services, Inc.160.91KSep 30, 20+10.49K0.15%
LifePlan Financial Group, Inc81.33KSep 30, 20+1140.08%
Wellesley Investment Partners, LLC12.13KSep 30, 20+4.38K0.01%
SHINE INVESTMENT ADVISORY SERVICES INC7.90KSep 30, 20+5.59K0.01%
Wealthspire Advisors, L.P.3.46KSep 30, 20+3.46K0.00%
FCG ADVISORS, LLC--Sep 30, 20-5.71K--
BRINKER CAPITAL INC10.95KJun 30, 20-550.01%
Maxim Capital Management LLC7.38KJun 30, 20+1.05K0.01%
Lenox Wealth Management, Inc.2.57KJun 30, 20+7110.00%
CA Family Wealth, LLC7.18KMar 31, 20+7.18K0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.7.11KMar 31, 20+7.11K0.01%
Advisor Group, Inc.21.08KDec 31, 19+9.25K0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.12.05KDec 31, 19+3.80K0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC278Sep 30, 19--0.00%
Clarfeld Financial Advisors, LLC2.45KDec 31, 18+2.45K0.00%
Watermark Asset Management, Inc.2.37KDec 31, 18+1.67K0.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.