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ESGU(ESGU)

ESGU

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

13.67M

Jun 30, 26

-135.39K

12.79%

JPMORGAN CHASE & CO

11.76M

Jun 30, 26

+1.75M

11.01%

NORTHERN TRUST CORP

5.59M

Jun 30, 26

+449.64K

5.23%

TIAA Wealth Investment Management LLC

4.70M

Jun 30, 26

-203.07K

4.40%

Betterment LLC

4.06M

Jun 30, 26

+16.68K

3.80%

GOLDMAN SACHS GROUP INC

3.91M

Jun 30, 26

-132.14K

3.66%

Wealthfront Advisers LLC

2.75M

Jun 30, 26

+101.84K

2.57%

MORGAN STANLEY

2.68M

Jun 30, 26

+895.31K

2.51%

Acorns Advisers, LLC

2.65M

Jun 30, 26

-5.88K

2.48%

BlackRock, Inc.

2.34M

Jun 30, 26

-13.65K

2.19%

ENVESTNET ASSET MANAGEMENT INC

2.06M

Jun 30, 26

-34.51K

1.93%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.34M

Jun 30, 26

+28.63K

1.25%

LPL Financial LLC

1.29M

Jun 30, 26

+108.41K

1.21%

WELLS FARGO & COMPANY/MN

1.28M

Jun 30, 26

-13.63K

1.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.07M

Jun 30, 26

-3.31K

1.00%

FIDUCIARY TRUST CO

708.53K

Jun 30, 26

+11.33K

0.66%

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje

519.60K

Jun 30, 26

+519.60K

0.49%

ROYAL BANK OF CANADA

514.46K

Jun 30, 26

-7.33K

0.48%

Empower Advisory Group, LLC

510.18K

Jun 30, 26

+6.54K

0.48%

Miracle Mile Advisors, LLC

380.38K

Jun 30, 26

+35.84K

0.36%

COMMONWEALTH EQUITY SERVICES, LLC

362.92K

Jun 30, 26

-6.75K

0.34%

Ally Invest Advisors Inc.

350.47K

Jun 30, 26

+2.26K

0.33%

ALLIANCEBERNSTEIN L.P.

342.06K

Jun 30, 26

+98.58K

0.32%

AMERIPRISE FINANCIAL INC

340.37K

Jun 30, 26

-2.02K

0.32%

Envestnet Portfolio Solutions, Inc.

328.57K

Jun 30, 26

-2.30K

0.31%

Creative Planning

317.60K

Jun 30, 26

+4.17K

0.30%

MERCER GLOBAL ADVISORS INC /ADV

314.85K

Jun 30, 26

+44.66K

0.29%

HighTower Advisors, LLC

312.67K

Jun 30, 26

-12.54K

0.29%

UBS Group AG

304.15K

Jun 30, 26

+4.64K

0.28%

FMR LLC

281.23K

Jun 30, 26

+5.38K

0.26%

Cetera Investment Advisers

276.69K

Jun 30, 26

+611

0.26%

CITIGROUP INC

273.75K

Jun 30, 26

-28.26K

0.26%

Brookstone Capital Management

267.70K

Jun 30, 26

+26.22K

0.25%

IMPACTfolio, LLC

259.85K

Jun 30, 26

-1.60K

0.24%

ALESCO ADVISORS LLC

241.17K

Jun 30, 26

-387

0.23%

MISSION WEALTH MANAGEMENT, LP

232.23K

Jun 30, 26

+9.87K

0.22%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

205.16K

Jun 30, 26

+12.80K

0.19%

PARK AVENUE SECURITIES LLC

201.43K

Jun 30, 26

-4.20K

0.19%

RAYMOND JAMES FINANCIAL INC

199.42K

Jun 30, 26

+2.00K

0.19%

ADVISOR GROUP HOLDINGS, INC.

196.20K

Jun 30, 26

+53.01K

0.18%

Cambridge Investment Research Advisors, Inc.

194.18K

Jun 30, 26

-45.76K

0.18%

Beacon Pointe Advisors, LLC

184.71K

Jun 30, 26

+7.01K

0.17%

BANK OF MONTREAL /CAN/

184.62K

Jun 30, 26

+98.77K

0.17%

MML INVESTORS SERVICES, LLC

183.78K

Jun 30, 26

+22.37K

0.17%

Ashton Thomas Private Wealth, LLC

182.89K

Jun 30, 26

-3.16K

0.17%

Joel Isaacson & Co., LLC

178.91K

Jun 30, 26

+1.95K

0.17%

Rock Creek Group, LP

161.10K

Jun 30, 26

0.15%

Sand Hill Global Advisors, LLC

154.91K

Jun 30, 26

-2.40K

0.15%

KEYBANK NATIONAL ASSOCIATION/OH

153.26K

Jun 30, 26

-11.75K

0.14%

Clearstead Advisors, LLC

147.23K

Jun 30, 26

-190.67K

0.14%

Affinity Capital Advisors, LLC

146.61K

Jun 30, 26

-2.84K

0.14%

Integrated Wealth Concepts LLC

146.27K

Jun 30, 26

+25.36K

0.14%

CI Private Wealth, LLC

144.06K

Jun 30, 26

-137

0.13%

Erickson Financial Group, LLC

137.40K

Jun 30, 26

+996

0.13%

FLPUTNAM INVESTMENT MANAGEMENT CO

132.06K

Jun 30, 26

+3.81K

0.12%

NewEdge Advisors, LLC

127.14K

Jun 30, 26

+22.68K

0.12%

Cerity Partners LLC

126.60K

Jun 30, 26

+10.00K

0.12%

Cartesian Growth Corp

123.14K

Jun 30, 26

-363

0.12%

CHOREO, LLC

116.52K

Jun 30, 26

-4.48K

0.11%

Janney Montgomery Scott LLC

104.84K

Jun 30, 26

-903

0.10%

HARBOUR INVESTMENTS, INC.

102.61K

Jun 30, 26

+5.62K

0.10%

One Wealth Advisors, LLC

101.28K

Jun 30, 26

-138

0.09%

Sharkey, Howes & Javer

99.19K

Jun 30, 26

-2.55K

0.09%

Mariner, LLC

96.97K

Jun 30, 26

-21.15K

0.09%

Facet Wealth, Inc.

84.29K

Jun 30, 26

-6.45K

0.08%

Blue Edge Capital, LLC

83.91K

Jun 30, 26

-1.02K

0.08%

CLIENT 1ST ADVISORY GROUP, LLC

82.56K

Jun 30, 26

-2.26K

0.08%

SEI INVESTMENTS CO

80.72K

Jun 30, 26

-3.10K

0.08%

STALEY CAPITAL ADVISERS INC

80.00K

Jun 30, 26

0.07%

Van Hulzen Asset Management, LLC

79.80K

Jun 30, 26

-10.04K

0.07%

Relyea Zuckerberg Hanson LLC

78.63K

Jun 30, 26

+216

0.07%

Apella Capital, LLC

70.79K

Jun 30, 26

-1.04K

0.07%

Laurel Wealth Planning LLC

70.64K

Jun 30, 26

+336

0.07%

Wealth Architects, LLC

69.77K

Jun 30, 26

-69

0.07%

Plancorp, LLC

69.53K

Jun 30, 26

-2.85K

0.07%

Resources Investment Advisors, LLC.

69.21K

Jun 30, 26

-1.43K

0.06%

Kestra Advisory Services, LLC

69.01K

Jun 30, 26

-10.16K

0.06%

Fisher Asset Management, LLC

67.90K

Jun 30, 26

+2.93K

0.06%

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

67.34K

Jun 30, 26

+60

0.06%

NorthRock Partners, LLC

65.74K

Jun 30, 26

-1.94K

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

65.60K

Jun 30, 26

+8.28K

0.06%

One Capital Management, LLC

64.78K

Jun 30, 26

0.06%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

62.95K

Jun 30, 26

+1.90K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

62.30K

Jun 30, 26

+5.55K

0.06%

Strategic Blueprint, LLC

62.22K

Jun 30, 26

-2.33K

0.06%

SCHRODER INVESTMENT MANAGEMENT GROUP

61.62K

Jun 30, 26

0.06%

Klaas Financial Asset Advisors, LLC

61.12K

Jun 30, 26

-497

0.06%

Parallel Advisors, LLC

60.48K

Jun 30, 26

+1.87K

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

60.17K

Jun 30, 26

-4.26K

0.06%

Wealthspire Advisors, LLC

59.81K

Jun 30, 26

-1.56K

0.06%

Clarity Asset Management, Inc.

59.61K

Jun 30, 26

-8.54K

0.06%

Decker Retirement Planning Inc.

58.58K

Jun 30, 26

+7.83K

0.05%

Prudent Man Advisors, LLC

58.31K

Jun 30, 26

-6.46K

0.05%

Keebeck Wealth Management, LLC

58.23K

Jun 30, 26

-14.98K

0.05%

Colony Group, LLC

58.00K

Jun 30, 26

-2.51K

0.05%

Modera Wealth Management, LLC

57.62K

Jun 30, 26

+1.10K

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

57.11K

Jun 30, 26

+57.11K

0.05%

Sanctuary Advisors, LLC

56.83K

Jun 30, 26

+1.72K

0.05%

Cypress Wealth Services, LLC

56.03K

Jun 30, 26

-318

0.05%

UMB Bank, n.a.

54.67K

Jun 30, 26

-664

0.05%

RETIREMENT INCOME SOLUTIONS, INC

54.53K

Jun 30, 26

0.05%

Farther Finance Advisors, LLC

54.11K

Jun 30, 26

-2.10K

0.05%

CAPTRUST FINANCIAL ADVISORS

53.40K

Jun 30, 26

-442

0.05%

ASSETMARK, INC

52.23K

Jun 30, 26

-1.60K

0.05%

Merit Financial Group, LLC

51.72K

Jun 30, 26

+2.20K

0.05%

Atlas Legacy Advisors, LLC

50.51K

Jun 30, 26

+2.46K

0.05%

TRUIST FINANCIAL CORP

49.23K

Jun 30, 26

+872

0.05%

Advisory Services Network, LLC

48.73K

Jun 30, 26

-4.76K

0.05%

CFS Investment Advisory Services, LLC

48.72K

Jun 30, 26

+85

0.05%

Birchwood Financial Partners, Inc.

48.25K

Jun 30, 26

+657

0.05%

Yukon Wealth Management, Inc.

45.85K

Jun 30, 26

+3.75K

0.04%

BNP PARIBAS ARBITRAGE, SNC

44.87K

Jun 30, 26

-30.04K

0.04%

Aptus Capital Advisors, LLC

44.55K

Jun 30, 26

+4.74K

0.04%

MEMBERS CAPITAL ADVISORS INC

44.36K

Jun 30, 26

+44.36K

0.04%

Banco Santander, S.A.

43.26K

Jun 30, 26

+7.67K

0.04%

MCIA Inc

42.93K

Jun 30, 26

+42.93K

0.04%

Midwest Financial Partners Investments, Inc.

42.40K

Jun 30, 26

-144

0.04%

ACADIAN ASSET MANAGEMENT LLC

42.13K

Jun 30, 26

+6.88K

0.04%

EP Wealth Advisors, LLC

41.53K

Jun 30, 26

+21.07K

0.04%

McKinley Carter Wealth Services, Inc.

40.78K

Jun 30, 26

+848

0.04%

Summit Wealth Group, LLC

39.24K

Jun 30, 26

-1.02K

0.04%

Perigon Wealth Management, LLC

38.90K

Jun 30, 26

-142

0.04%

Mutual Advisors, LLC

38.85K

Jun 30, 26

-633

0.04%

SPINNAKER TRUST

38.66K

Jun 30, 26

-1.47K

0.04%

Private Advisor Group, LLC

38.66K

Jun 30, 26

-5.23K

0.04%

Avise Financial Cooperative, Inc.

38.37K

Jun 30, 26

-243

0.04%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

38.18K

Jun 30, 26

-1.82K

0.04%

Physician Wealth Advisors, Inc.

37.74K

Jun 30, 26

+2.16K

0.04%

Mascoma Wealth Management LLC

37.40K

Jun 30, 26

+2.33K

0.04%

Balanced Rock Investment Advisor

35.95K

Jun 30, 26

-43

0.03%

GeoWealth Management, LLC

34.46K

Jun 30, 26

+5.65K

0.03%

Brinker Capital Investments, LLC

33.49K

Jun 30, 26

-996

0.03%

Horst & Graben Wealth Management LLC

33.22K

Jun 30, 26

0.03%

Archer Investment Management, LLC

33.19K

Jun 30, 26

+693

0.03%

BROWN ADVISORY INC

32.84K

Jun 30, 26

+4.35K

0.03%

PLANNING ALTERNATIVES LTD /ADV

32.61K

Jun 30, 26

+49

0.03%

Savant Capital, LLC

32.37K

Jun 30, 26

+8.68K

0.03%

Vise Technologies, Inc.

32.22K

Jun 30, 26

+22.50K

0.03%

Maia Wealth LLC

31.90K

Jun 30, 26

-1.65K

0.03%

TWO SIGMA INVESTMENTS, LP

31.50K

Jun 30, 26

-36.30K

0.03%

National Philanthropic Trust

31.22K

Jun 30, 26

+64

0.03%

Rockefeller Capital Management L.P.

31.08K

Jun 30, 26

+1.36K

0.03%

Goodwin Investment Advisory

30.64K

Jun 30, 26

-1

0.03%

SAGESPRING WEALTH PARTNERS, LLC

30.63K

Jun 30, 26

-6

0.03%

Keystone Wealth Services, LLC

30.35K

Jun 30, 26

-211

0.03%

Buckingham Strategic Partners

30.28K

Jun 30, 26

+111

0.03%

Steward Partners Investment Advisory, LLC

29.58K

Jun 30, 26

+597

0.03%

Stratos Wealth Partners, LTD.

28.76K

Jun 30, 26

-2.83K

0.03%

RFG Advisory, LLC

28.12K

Jun 30, 26

+47

0.03%

Colter Lewis Investment Partners LLC

27.79K

Jun 30, 26

+27.79K

0.03%

TRUE BLUE FINANCIAL, LLC

27.08K

Jun 30, 26

+521

0.03%

HRT FINANCIAL LP

26.87K

Jun 30, 26

-588

0.03%

CreativeOne Wealth, LLC

26.58K

Jun 30, 26

-852

0.02%

Atomi Financial Group, Inc.

26.40K

Jun 30, 26

+6.03K

0.02%

SOFI WEALTH, LLC

26.17K

Jun 30, 26

+3.04K

0.02%

WealthPlan Investment Management, LLC

25.74K

Jun 30, 26

-31

0.02%

Balance Wealth, LLC

25.65K

Jun 30, 26

-461

0.02%

Pioneer Wealth Management Group

25.23K

Jun 30, 26

+4.89K

0.02%

ZRC WEALTH MANAGEMENT, LLC

25.01K

Jun 30, 26

+389

0.02%

Weil Company, Inc.

24.99K

Jun 30, 26

-2.28K

0.02%

Jordan Park Group LLC

24.73K

Jun 30, 26

0.02%

Moment Partners, LLC

24.63K

Jun 30, 26

-232

0.02%

Davis Wealth Advisors, LLC

24.61K

Jun 30, 26

+2.23K

0.02%

Foster Group, Inc.

24.60K

Jun 30, 26

-81

0.02%

HB Wealth Management, LLC

24.53K

Jun 30, 26

+955

0.02%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

24.12K

Jun 30, 26

+50

0.02%

WT Wealth Management

23.99K

Jun 30, 26

+475

0.02%

FLC Capital Advisors

23.26K

Jun 30, 26

-713

0.02%

REGIONS FINANCIAL CORP

23.23K

Jun 30, 26

+1.31K

0.02%

Equitable Holdings, Inc.

23.09K

Jun 30, 26

-2.38K

0.02%

MA Private Wealth

23.08K

Jun 30, 26

-24

0.02%

STIFEL FINANCIAL CORP

23.07K

Jun 30, 26

-1.05K

0.02%

WEDBUSH SECURITIES INC

22.94K

Jun 30, 26

-135

0.02%

IEQ CAPITAL, LLC

22.76K

Jun 30, 26

+19

0.02%

Ronald Blue Trust, Inc.

22.71K

Jun 30, 26

+1.10K

0.02%

CITADEL ADVISORS LLC

22.70K

Jun 30, 26

+22.70K

0.02%

Gilbert Capital Group, Inc.

22.30K

Jun 30, 26

-220

0.02%

Integris Wealth Management, LLC

21.97K

Jun 30, 26

-414

0.02%

Garde Capital, Inc.

21.85K

Jun 30, 26

-236

0.02%

SigFig Wealth Management, LLC

21.77K

Jun 30, 26

-521

0.02%

Bank of New York Mellon Corp

21.38K

Jun 30, 26

-1.18K

0.02%

LIFELONG WEALTH ADVISORS, INC.

21.24K

Jun 30, 26

+194

0.02%

PFG Investments, LLC

21.23K

Jun 30, 26

+39

0.02%

Brooklyn FI, LLC

20.89K

Jun 30, 26

+2.20K

0.02%

HF Advisory Group, LLC

20.48K

Jun 30, 26

+430

0.02%

Pure Financial Advisors, LLC

20.43K

Jun 30, 26

-620

0.02%

KPP Advisory Services LLC

20.07K

Jun 30, 26

-1.30K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

19.63K

Jun 30, 26

-1.60K

0.02%

Diversify Advisory Services, LLC

19.63K

Jun 30, 26

+19.63K

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

19.62K

Jun 30, 26

-249

0.02%

Integrity Advisory Solutions, LLC

19.51K

Jun 30, 26

-57

0.02%

FRANKLIN RESOURCES INC

19.44K

Jun 30, 26

+1.17K

0.02%

Pathstone Holdings, LLC

19.29K

Jun 30, 26

+35

0.02%

Concurrent Investment Advisors, LLC

19.21K

Jun 30, 26

+2.13K

0.02%

AE Wealth Management LLC

18.77K

Jun 30, 26

+783

0.02%

SRS Capital Advisors, Inc.

18.70K

Jun 30, 26

+16.05K

0.02%

Focus Financial Network, Inc.

18.53K

Jun 30, 26

+323

0.02%

Cascade Financial Partners, LLC

18.50K

Jun 30, 26

0.02%

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

18.49K

Jun 30, 26

+25

0.02%

Ridgeline Wealth, LLC

18.21K

Jun 30, 26

-153

0.02%

RENAISSANCE TECHNOLOGIES LLC

18.20K

Jun 30, 26

+18.20K

0.02%

MGO ONE SEVEN LLC

18.17K

Jun 30, 26

+374

0.02%

Fingerlakes Wealth Management, Inc.

18.03K

Jun 30, 26

+747

0.02%

FIRST HORIZON CORP

18.03K

Jun 30, 26

-459

0.02%

CGN Advisors LLC

18.02K

Jun 30, 26

+55

0.02%

MAI Capital Management

17.88K

Jun 30, 26

+835

0.02%

Higgins & Schmidt Wealth Strategies LLC

17.60K

Jun 30, 26

+31

0.02%

White Lighthouse Investment Management Inc.

17.39K

Jun 30, 26

+194

0.02%

Vision Capital Management, Inc.

17.35K

Jun 30, 26

+2.94K

0.02%

Annis Gardner Whiting Capital Advisors, LLC

17.32K

Jun 30, 26

-195

0.02%

Arkadios Wealth Advisors

17.22K

Jun 30, 26

+2.26K

0.02%

Spectrum Asset Management, Inc. (NB/CA)

17.09K

Jun 30, 26

+758

0.02%

Diversified Trust Co

16.97K

Jun 30, 26

-335

0.02%

Perennial Investment Advisors, LLC

16.87K

Jun 30, 26

+873

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

16.82K

Jun 30, 26

0.02%

TD Waterhouse Canada Inc.

16.79K

Jun 30, 26

+252

0.02%

Icon Wealth Advisors, LLC

16.64K

Jun 30, 26

+31

0.02%

ONE Advisory Partners, LLC

16.48K

Jun 30, 26

0.02%

Regal Investment Advisors LLC

15.60K

Jun 30, 26

-180

0.01%

Madrid Wealth Management, LLC

15.51K

Jun 30, 26

+104

0.01%

Snowden Capital Advisors LLC

15.41K

Jun 30, 26

-776

0.01%

J.W. COLE ADVISORS, INC.

15.13K

Jun 30, 26

-183

0.01%

Midwest Trust Co

15.03K

Jun 30, 26

+11.20K

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

14.94K

Jun 30, 26

0.01%

SYM FINANCIAL Corp

14.90K

Jun 30, 26

+175

0.01%

BEACON FINANCIAL GROUP

14.81K

Jun 30, 26

-12

0.01%

Apollon Wealth Management, LLC

14.74K

Jun 30, 26

-530

0.01%

1ST SOURCE BANK

14.56K

Jun 30, 26

+90

0.01%

Sequoia Financial Advisors, LLC

14.46K

Jun 30, 26

-1.19K

0.01%

Mayflower Financial Advisors, LLC

13.97K

Jun 30, 26

-811

0.01%

NEPC LLC

13.90K

Jun 30, 26

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

13.82K

Jun 30, 26

-969

0.01%

SNS Financial Group, LLC

13.79K

Jun 30, 26

+3.60K

0.01%

Boulder Wealth Advisors, LLC

13.66K

Jun 30, 26

0.01%

BlueStem Wealth Partners, LLC

13.60K

Jun 30, 26

+453

0.01%

JONES FINANCIAL COMPANIES LLLP

13.52K

Jun 30, 26

+3.47K

0.01%

Acropolis Investment Management, LLC

13.51K

Jun 30, 26

-60

0.01%

GFS Advisors, LLC

13.50K

Jun 30, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

13.50K

Jun 30, 26

+3.02K

0.01%

Noble Wealth Partners LLC

13.47K

Jun 30, 26

+13.47K

0.01%

Avidian Wealth Solutions, LLC

13.23K

Jun 30, 26

+11

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.18K

Jun 30, 26

-4.45K

0.01%

GSB Wealth Management, LLC

13.04K

Jun 30, 26

+152

0.01%

Tower Research Capital LLC (TRC)

13.02K

Jun 30, 26

+13.02K

0.01%

RHS Financial, LLC

13.00K

Jun 30, 26

-417

0.01%

DAVENPORT & Co LLC

12.93K

Jun 30, 26

-52

0.01%

Advisory Solutions Group, LLC

12.93K

Jun 30, 26

+12.93K

0.01%

Morling Financial Advisors, LLC

12.73K

Jun 30, 26

-62

0.01%

Mendel Capital Management LLC

12.65K

Jun 30, 26

0.01%

Ramiah Investment Group

12.61K

Jun 30, 26

+1.08K

0.01%

Cranbrook Wealth Management, LLC

12.60K

Jun 30, 26

-130

0.01%

WIT, LLC

12.47K

Jun 30, 26

0.01%

Strategic Point Investment Advisors, LLC

12.39K

Jun 30, 26

+95

0.01%

Allworth Financial LP

12.37K

Jun 30, 26

-355

0.01%

BLAIR WILLIAM & CO/IL

12.14K

Jun 30, 26

+379

0.01%

Pensionmark Financial Group, LLC

12.12K

Jun 30, 26

-160

0.01%

OpenArc Corporate Advisory, LLC

12.07K

Jun 30, 26

+123

0.01%

Oak Barrel Wealth Advisory LLC

12.05K

Jun 30, 26

+12.05K

0.01%

ZENITH SOLUTIONS, INC.

11.87K

Jun 30, 26

+11.87K

0.01%

Global Retirement Partners, LLC

11.68K

Jun 30, 26

+11.68K

0.01%

Indivisible Partners

11.59K

Jun 30, 26

+11.59K

0.01%

Chicago Partners Investment Group LLC

11.57K

Jun 30, 26

+242

0.01%

Ipsen Advisor Group LLC

11.56K

Jun 30, 26

+27

0.01%

Sage Mountain Advisors LLC

11.48K

Jun 30, 26

0.01%

TD PRIVATE CLIENT WEALTH LLC

11.47K

Jun 30, 26

+4.90K

0.01%

GenTrust, LLC

11.33K

Jun 30, 26

0.01%

Simplicity Wealth,LLC

10.83K

Jun 30, 26

-1.37K

0.01%

Bogart Wealth, LLC

10.80K

Jun 30, 26

+25

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.77K

Jun 30, 26

+109

0.01%

Sowell Financial Services LLC

10.72K

Jun 30, 26

-209

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.66K

Jun 30, 26

-53

0.01%

Smartleaf Asset Management LLC

10.65K

Jun 30, 26

0.01%

Scott Capital Advisors, LLC

10.61K

Jun 30, 26

+113

0.01%

RTD Financial Advisors, Inc.

10.60K

Jun 30, 26

+57

0.01%

OLIO Financial Planning

10.38K

Jun 30, 26

+102

0.01%

RCS Financial Planning, LLC

10.26K

Jun 30, 26

-381

0.01%

Baird Financial Group, Inc.

10.24K

Jun 30, 26

-291

0.01%

WNY Asset Management, LLC

10.13K

Jun 30, 26

+254

0.01%

Catalytic Wealth RIA, LLC

10.10K

Jun 30, 26

-562

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

10.07K

Jun 30, 26

0.01%

PITTENGER & ANDERSON INC

10.01K

Jun 30, 26

+580

0.01%

Hoxton Planning & Management, LLC

9.97K

Jun 30, 26

+842

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

9.86K

Jun 30, 26

-478

0.01%

KICKSTAND VENTURES, LLC.

9.84K

Jun 30, 26

0.01%

BESSEMER GROUP INC

9.83K

Jun 30, 26

-50

0.01%

Shared Vision Wealth Group LLC

9.79K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

9.78K

Jun 30, 26

+6.93K

0.01%

FIFTH THIRD BANCORP

9.65K

Jun 30, 26

+11

0.01%

Montecito Bank & Trust

9.54K

Jun 30, 26

-424

0.01%

Symmetry Partners, LLC

9.48K

Jun 30, 26

+368

0.01%

CWC Advisors, LLC.

9.42K

Jun 30, 26

-28

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

9.39K

Jun 30, 26

-43

0.01%

Dynamic Advisor Solutions LLC

9.32K

Jun 30, 26

-30

0.01%

West Wealth Group, LLC

9.30K

Jun 30, 26

-165

0.01%

Gerber Kawasaki Wealth & Investment Management

9.28K

Jun 30, 26

+65

0.01%

Orin Green Financial, LLC

9.26K

Jun 30, 26

+307

0.01%

Compass Ion Advisors, LLC

9.25K

Jun 30, 26

0.01%

WEALTHGARDEN F.S. LLC

9.22K

Jun 30, 26

-336

0.01%

BLB&B Advisors, LLC

9.22K

Jun 30, 26

-8

0.01%

JMG Financial Group, Ltd.

9.14K

Jun 30, 26

-1.16K

0.01%

EverSource Wealth Advisors, LLC

9.13K

Jun 30, 26

-1.26K

0.01%

CENTRAL TRUST Co

9.09K

Jun 30, 26

+521

0.01%

Ethic Inc.

9.07K

Jun 30, 26

+4.36K

0.01%

Tempus Wealth Planning, LLC

9.02K

Jun 30, 26

-86

0.01%

Ryan Investment Management, Inc.

8.96K

Jun 30, 26

+4.32K

0.01%

Robertson Stephens Wealth Management, LLC

8.79K

Jun 30, 26

+2.20K

0.01%

KilterHowling LLC

8.75K

Jun 30, 26

-56

0.01%

Advisors Capital Management, LLC

8.73K

Jun 30, 26

0.01%

Modern Wealth Management, LLC

8.58K

Jun 30, 26

-970

0.01%

Rehmann Capital Advisory Group

8.53K

Jun 30, 26

-125

0.01%

McClarren Financial Advisors, Inc.

8.48K

Jun 30, 26

+1.46K

0.01%

CoreCap Advisors, LLC

8.46K

Jun 30, 26

+227

0.01%

Quantinno Capital Management LP

8.43K

Jun 30, 26

+5.67K

0.01%

STEPHENS INC /AR/

8.40K

Jun 30, 26

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

8.36K

Jun 30, 26

+1.34K

0.01%

Wealth Alliance

8.34K

Jun 30, 26

-562

0.01%

Keystone Financial Services

8.28K

Jun 30, 26

+454

0.01%

Headlands Technologies LLC

8.13K

Jun 30, 26

-2.38K

0.01%

Milestone Asset Management Group, LLC

8.13K

Jun 30, 26

-32

0.01%

W ADVISORS, LLC

7.96K

Jun 30, 26

-85

0.01%

WBH ADVISORY INC

7.94K

Jun 30, 26

+38

0.01%

Axis Wealth Partners, LLC

7.92K

Jun 30, 26

+12

0.01%

JB Capital LLC

7.91K

Jun 30, 26

+50

0.01%

Aprio Wealth Management, LLC

7.84K

Jun 30, 26

+13

0.01%

NOTTINGHAM ADVISORS, INC.

7.81K

Jun 30, 26

-316

0.01%

MARINO, STRAM & ASSOCIATES LLC

7.79K

Jun 30, 26

0.01%

Xena Financial Planning, LLC

7.72K

Jun 30, 26

-801

0.01%

Savvy Advisors, Inc.

7.71K

Jun 30, 26

-7.29K

0.01%

STRATEGY ASSET MANAGERS LLC

7.71K

Jun 30, 26

+168

0.01%

Sovran Advisors, LLC

7.65K

Jun 30, 26

-1

0.01%

Crown Wealth Group, LLC

7.56K

Jun 30, 26

0.01%

AlphaCore Capital LLC

7.52K

Jun 30, 26

+106

0.01%

Bell Investment Advisors, Inc

7.52K

Jun 30, 26

+509

0.01%

Hughes Financial Services, LLC

7.40K

Jun 30, 26

+59

0.01%

FIRETHORN WEALTH PARTNERS, LLC

7.28K

Jun 30, 26

-21

0.01%

Patriot Financial Group Insurance Agency, LLC

7.28K

Jun 30, 26

-4.04K

0.01%

Morton Brown Family Wealth, LLC

7.25K

Jun 30, 26

-38

0.01%

Keener Financial Planning LLC

7.24K

Jun 30, 26

+265

0.01%

SENTINEL TRUST CO LBA

7.23K

Jun 30, 26

-268

0.01%

Cresset Asset Management, LLC

7.14K

Jun 30, 26

0.01%

PRESILIUM PRIVATE WEALTH, LLC

7.08K

Jun 30, 26

+87

0.01%

TSA Wealth Managment LLC

7.05K

Jun 30, 26

0.01%

Kelsey Financial, LLC

7.04K

Jun 30, 26

-146

0.01%

D.A. DAVIDSON & CO.

6.99K

Jun 30, 26

0.01%

RETIREMENT CAPITAL STRATEGIES

6.97K

Jun 30, 26

-268

0.01%

Midwest Heritage Bank, FSB

6.96K

Jun 30, 26

0.01%

American Capital Advisory, LLC

6.96K

Jun 30, 26

0.01%

VALLEY NATIONAL ADVISERS INC

6.94K

Jun 30, 26

+511

0.01%

Bangor Savings Bank

6.93K

Jun 30, 26

+659

0.01%

Dunhill Financial, LLC

6.91K

Jun 30, 26

+4.31K

0.01%

ERn Financial, LLC

6.91K

Jun 30, 26

+78

0.01%

Prospera Financial Services Inc

6.76K

Jun 30, 26

+440

0.01%

Chicago Capital, LLC

6.70K

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

6.65K

Jun 30, 26

+390

0.01%

FIDUCIARY COUNSELLING INC

6.64K

Jun 30, 26

+6.64K

0.01%

Brookwood Investment Group LLC

6.64K

Jun 30, 26

-493

0.01%

MKT Advisors LLC

6.64K

Jun 30, 26

0.01%

Financial Partners Group, Inc

6.58K

Jun 30, 26

-10

0.01%

M&T BANK CORP

6.55K

Jun 30, 26

+326

0.01%

Live Oak Investment Partners

6.46K

Jun 30, 26

+147

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

6.43K

Jun 30, 26

+17

0.01%

Ascent Group, LLC

6.42K

Jun 30, 26

+438

0.01%

Ballentine Partners, LLC

6.35K

Jun 30, 26

+6.35K

0.01%

Great Diamond Partners, LLC

6.31K

Jun 30, 26

+1.27K

0.01%

CI INVESTMENTS INC.

6.30K

Jun 30, 26

-300

0.01%

GLENMEDE TRUST CO NA

6.28K

Jun 30, 26

+5.86K

0.01%

Bigelow Investment Advisors, LLC

6.28K

Jun 30, 26

0.01%

XML Financial, LLC

6.17K

Jun 30, 26

+300

0.01%

US BANCORP \DE\

6.12K

Jun 30, 26

-696

0.01%

Waverly Advisors, LLC

6.12K

Jun 30, 26

+495

0.01%

Walkner Condon Financial Advisors LLC

6.09K

Jun 30, 26

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

6.03K

Jun 30, 26

-62

0.01%

Gateway Wealth Partners, LLC

6.03K

Jun 30, 26

-4.95K

0.01%

WHITTIER TRUST CO

5.94K

Jun 30, 26

+3.68K

0.01%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

5.86K

Jun 30, 26

0.01%

XY Planning Network, Inc.

5.83K

Jun 30, 26

+224

0.01%

Cornerstone Financial Group, LLC /NE/

5.83K

Jun 30, 26

+12

0.01%

RITHOLTZ WEALTH MANAGEMENT

5.79K

Jun 30, 26

+5.79K

0.01%

Western Wealth Management, LLC

5.75K

Jun 30, 26

-198

0.01%

MANNING & NAPIER ADVISORS LLC

5.72K

Jun 30, 26

-477

0.01%

Vident Advisory, LLC

5.71K

Jun 30, 26

0.01%

Meridian Wealth Management, LLC

5.71K

Jun 30, 26

-43

0.01%

FIRST TRUST ADVISORS LP

5.63K

Jun 30, 26

0.01%

Quadrant Private Wealth Management, LLC

5.60K

Jun 30, 26

-36

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.59K

Jun 30, 26

-453

0.01%

Riverwater Partners LLC

5.59K

Jun 30, 26

-385

0.01%

IFG Advisory, LLC

5.58K

Jun 30, 26

+5.58K

0.01%

Front Row Advisors LLC

5.55K

Jun 30, 26

-108

0.01%

Two West Capital Advisors LLC

5.53K

Jun 30, 26

+440

0.01%

THEORY FINANCIAL LLC

5.50K

Jun 30, 26

+522

0.01%

LifePlan Investment Advisors, Inc.

5.50K

Jun 30, 26

-286

0.01%

Aaron Wealth Advisors LLC

5.49K

Jun 30, 26

-195

0.01%

BECKER CAPITAL MANAGEMENT INC

5.49K

Jun 30, 26

0.01%

SUTTON PLACE INVESTORS LLC

5.48K

Jun 30, 26

-17

0.01%

Farrell Financial LLC

5.47K

Jun 30, 26

-70

0.01%

IFP Advisors, Inc

5.44K

Jun 30, 26

-105

0.01%

GTS SECURITIES LLC

5.44K

Jun 30, 26

+5.44K

0.01%

Kingsview Wealth Management, LLC

5.43K

Jun 30, 26

+237

0.01%

Keel Point, LLC

5.41K

Jun 30, 26

-1.85K

0.01%

Weinberger Asset Management, Inc

5.40K

Jun 30, 26

+109

0.01%

Lido Advisors, LLC

5.31K

Jun 30, 26

+85

0.00%

Shotwell Rutter Baer Inc

5.31K

Jun 30, 26

-79

0.00%

MBE Wealth Management, LLC

5.24K

Jun 30, 26

+54

0.00%

Jeter Robert S II

5.24K

Jun 30, 26

-50

0.00%

XTX Topco Ltd

5.21K

Jun 30, 26

-14.45K

0.00%

NewEdge Wealth, LLC

5.21K

Jun 30, 26

-291

0.00%

Rossby Financial, LCC

5.18K

Jun 30, 26

+556

0.00%

PRINCIPAL SECURITIES, INC.

5.18K

Jun 30, 26

+2.39K

0.00%

ASPIRIANT, LLC

5.14K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

5.14K

Jun 30, 26

-426

0.00%

Detalus Advisors, LLC

5.13K

Jun 30, 26

-175

0.00%

Mount Yale Investment Advisors, LLC

5.11K

Jun 30, 26

+1.25K

0.00%

Navigation Group, LLC

5.08K

Jun 30, 26

-11

0.00%

GTS FINANCIAL, LLC

5.06K

Jun 30, 26

-1.01K

0.00%

Resonant Capital Advisors, LLC

5.05K

Jun 30, 26

0.00%

Atria Investments, Inc

5.04K

Jun 30, 26

-2.06K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.96K

Jun 30, 26

-148

0.00%

OMNI 360 Wealth, Inc.

4.95K

Jun 30, 26

-235

0.00%

Chatterton & Associates Inc.

4.93K

Jun 30, 26

+94

0.00%

Main Street Financial Solutions, LLC

4.91K

Jun 30, 26

+135

0.00%

D. E. Shaw & Co., Inc.

4.88K

Jun 30, 26

+4.88K

0.00%

Intrua Financial, LLC

4.79K

Jun 30, 26

-6

0.00%

MOTIVE WEALTH ADVISORS

4.79K

Jun 30, 26

0.00%

FC Advisory LLC

4.79K

Jun 30, 26

+115

0.00%

HOWARD FINANCIAL SERVICES, LTD.

4.79K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

4.76K

Jun 30, 26

-1.73K

0.00%

TWO SIGMA SECURITIES, LLC

4.75K

Jun 30, 26

+4.75K

0.00%

StoneX Group Inc.

4.71K

Jun 30, 26

+4.71K

0.00%

Trilogy Capital Inc.

4.71K

Jun 30, 26

-5

0.00%

Brewster Financial Planning LLC

4.68K

Jun 30, 26

-65

0.00%

Meridian Financial Partners LLC

4.67K

Jun 30, 26

+255

0.00%

Basecamp Wealth Advisors LLC

4.66K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

4.65K

Jun 30, 26

0.00%

Forefront Wealth Partners, LLC

4.62K

Jun 30, 26

+1.95K

0.00%

EQ LLC

4.60K

Jun 30, 26

-49

0.00%

APS Management Group, Inc.

4.56K

Jun 30, 26

+39

0.00%

Spire Wealth Management

4.55K

Jun 30, 26

-321

0.00%

Retirement Planning Group

4.54K

Jun 30, 26

+4.54K

0.00%

VestGen Advisors, LLC

4.49K

Jun 30, 26

+168

0.00%

SIGNATUREFD, LLC

4.48K

Jun 30, 26

+42

0.00%

Cornerstone Planning Group LLC

4.46K

Jun 30, 26

+200

0.00%

Capasso Planning Partners LLC

4.43K

Jun 30, 26

+10

0.00%

Foundations Investment Advisors, LLC

4.42K

Jun 30, 26

+218

0.00%

Independent Advisor Alliance

4.41K

Jun 30, 26

-14.35K

0.00%

Greenspring Advisors, LLC

4.40K

Jun 30, 26

-32

0.00%

Rosenberg Matthew Hamilton

4.32K

Jun 30, 26

-60

0.00%

WealthCollab, LLC

4.31K

Jun 30, 26

0.00%

Asempa Wealth Advisors

4.27K

Jun 30, 26

0.00%

BRIGHTON JONES LLC

4.25K

Jun 30, 26

+658

0.00%

Adviser Investments LLC

4.24K

Jun 30, 26

0.00%

CLUNE & ASSOCIATES, LTD.

4.24K

Jun 30, 26

0.00%

WealthShield Partners, LLC

4.23K

Jun 30, 26

-711

0.00%

B. Riley Wealth Advisors, Inc.

4.23K

Jun 30, 26

0.00%

Capital Analysts, LLC

4.21K

Jun 30, 26

+819

0.00%

Metis Global Partners, LLC

4.20K

Jun 30, 26

-2.01K

0.00%

Bison Wealth, LLC

4.17K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

4.14K

Jun 30, 26

-820

0.00%

Archford Capital Strategies, LLC

4.13K

Jun 30, 26

0.00%

Veridan Wealth LLC

4.13K

Jun 30, 26

-208

0.00%

Legacy Wealth Managment, LLC/ID

4.09K

Jun 30, 26

+52

0.00%

Valmark Advisers, Inc.

4.08K

Jun 30, 26

+48

0.00%

Old Peak Finance LLC

4.04K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

4.03K

Jun 30, 26

+615

0.00%

OPPENHEIMER & CO INC

4.00K

Jun 30, 26

-88

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

4.00K

Jun 30, 26

+22

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

3.97K

Jun 30, 26

-160

0.00%

Single Point Partners, LLC

3.95K

Jun 30, 26

+111

0.00%

Lantz Financial LLC

3.95K

Jun 30, 26

+87

0.00%

Diversified Enterprises, LLC

3.94K

Jun 30, 26

+398

0.00%

COMMERCE BANK

3.94K

Jun 30, 26

-75

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

3.93K

Jun 30, 26

-2.10K

0.00%

Odyssey Group, LLC

3.92K

Jun 30, 26

+3.92K

0.00%

IHT Wealth Management, LLC

3.86K

Jun 30, 26

-1.02K

0.00%

Capital Investment Advisors, LLC

3.84K

Jun 30, 26

0.00%

Ancora Advisors, LLC

3.82K

Jun 30, 26

-39

0.00%

Tarbox Family Office, Inc.

3.79K

Jun 30, 26

-61

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

3.77K

Jun 30, 26

+1.71K

0.00%

Venturi Wealth Management, LLC

3.77K

Jun 30, 26

+50

0.00%

Godfrey Financial Associates, Inc.

3.75K

Jun 30, 26

+44

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

3.75K

Jun 30, 26

-187

0.00%

Destination Wealth Management

3.75K

Jun 30, 26

+219

0.00%

Capital Asset Advisory Services LLC

3.70K

Jun 30, 26

-607

0.00%

Peak Financial Management, Inc.

3.70K

Jun 30, 26

+50

0.00%

Financial Gravity Companies, Inc.

3.69K

Jun 30, 26

+3.69K

0.00%

LIBRA WEALTH LLC

3.65K

Jun 30, 26

+109

0.00%

Russell Investments Group, Ltd.

3.65K

Jun 30, 26

-49

0.00%

EASTERN BANK

3.63K

Jun 30, 26

0.00%

Oregon Pacific Wealth Management, LLC

3.63K

Jun 30, 26

-46

0.00%

Sovereign Financial Group, Inc.

3.63K

Jun 30, 26

+423

0.00%

Golden State Wealth Management, LLC

3.61K

Jun 30, 26

-116

0.00%

CIBC Bancorp USA Inc.

3.59K

Jun 30, 26

-106

0.00%

Gen-Wealth Partners Inc

3.58K

Jun 30, 26

+287

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

3.57K

Jun 30, 26

0.00%

ALPHA CAPITAL ADVISORS INC /ADV

3.54K

Jun 30, 26

0.00%

PFG Advisors

3.51K

Jun 30, 26

-230

0.00%

Traveka Wealth, LLC

3.50K

Jun 30, 26

+481

0.00%

Proactive Wealth Strategies LLC

3.50K

Jun 30, 26

0.00%

NWF Advisory Services Inc.

3.49K

Jun 30, 26

+194

0.00%

Napier Financial, LLC

3.46K

Jun 30, 26

0.00%

Prosperitas Financial LLC

3.42K

Jun 30, 26

+551

0.00%

CURTIS WEALTH MANAGEMENT LLC

3.41K

Jun 30, 26

-62

0.00%

Chris Bulman Inc

3.39K

Jun 30, 26

+3.39K

0.00%

Baker Avenue Asset Management, LP

3.39K

Jun 30, 26

-137

0.00%

Caprock Group, LLC

3.38K

Jun 30, 26

-45

0.00%

CORE WEALTH ADVISORS, LLC

3.37K

Jun 30, 26

0.00%

Legacy Wealth Partners, LLC

3.36K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

3.34K

Jun 30, 26

+53

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

3.34K

Jun 30, 26

-17

0.00%

JHP Wealth Management, LLC

3.33K

Jun 30, 26

+10

0.00%

JOHNSON INVESTMENT COUNSEL INC

3.32K

Jun 30, 26

+540

0.00%

Tanager Wealth Management LLP

3.32K

Jun 30, 26

0.00%

RKL Wealth Management LLC

3.30K

Jun 30, 26

-135

0.00%

Visionary Wealth Advisors

3.30K

Jun 30, 26

-23

0.00%

CX Institutional

3.28K

Jun 30, 26

0.00%

Emergent Wealth Advisors, LLC

3.27K

Jun 30, 26

-346

0.00%

STOCK YARDS BANK & TRUST CO

3.26K

Jun 30, 26

0.00%

J. Mark Nickell & Co.

3.25K

Jun 30, 26

-181

0.00%

TABLEAUX LLC

3.23K

Jun 30, 26

0.00%

Grey Fox Wealth Advisors, LLC

3.22K

Jun 30, 26

0.00%

Kestra Investment Management, LLC

3.19K

Jun 30, 26

+3.19K

0.00%

PDS Planning, Inc

3.19K

Jun 30, 26

+74

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

3.18K

Jun 30, 26

0.00%

Precision Wealth Strategies, LLC

3.15K

Jun 30, 26

-67

0.00%

Smithfield Trust Co

3.15K

Jun 30, 26

0.00%

ASL Financial, LLC

3.14K

Jun 30, 26

0.00%

BAILARD, INC.

3.13K

Jun 30, 26

0.00%

Summit Financial, LLC

3.11K

Jun 30, 26

0.00%

Clear Creek Financial Management, LLC

3.06K

Jun 30, 26

-2.14K

0.00%

Vision Retirement, LLC

3.06K

Jun 30, 26

0.00%

Andrews Advisory Associates, LLC

3.02K

Jun 30, 26

-50

0.00%

Csenge Advisory Group

3.01K

Jun 30, 26

-89

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

3.00K

Jun 30, 26

+10

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

2.98K

Jun 30, 26

+1.33K

0.00%

VERUS CAPITAL PARTNERS, LLC

2.98K

Jun 30, 26

0.00%

Farmers National Bank

2.93K

Jun 30, 26

-224

0.00%

Sherman Asset Management, Inc.

2.89K

Jun 30, 26

-57

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.88K

Jun 30, 26

-3.38K

0.00%

Finley Financial, LLC

2.86K

Jun 30, 26

0.00%

American Money Management, LLC

2.85K

Jun 30, 26

-27

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.83K

Jun 30, 26

0.00%

Freestone Capital Holdings, LLC

2.82K

Jun 30, 26

-225

0.00%

Barnes Wealth Management Group, Inc

2.82K

Jun 30, 26

0.00%

W.H. Cornerstone Investments Inc.

2.81K

Jun 30, 26

+21

0.00%

Bright Futures Wealth Management, LLC.

2.81K

Jun 30, 26

+129

0.00%

ABLE Financial Group, LLC

2.80K

Jun 30, 26

0.00%

NerdWallet Wealth Partners, LLC

2.80K

Jun 30, 26

+394

0.00%

Quent Capital, LLC

2.80K

Jun 30, 26

-768

0.00%

Valtinson Bruner Financial Planning LLC

2.79K

Jun 30, 26

0.00%

LAIRD NORTON TRUST COMPANY, LLC

2.78K

Jun 30, 26

0.00%

Essex Financial Services, Inc.

2.78K

Jun 30, 26

0.00%

Fort Point Capital Partners LLC

2.78K

Jun 30, 26

0.00%

BARCLAYS PLC

2.76K

Jun 30, 26

0.00%

Waldron Private Wealth LLC

2.75K

Jun 30, 26

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

2.72K

Jun 30, 26

+45

0.00%

Magnus Financial Group LLC

2.72K

Jun 30, 26

-159

0.00%

Spectrum Planning & Advisory Services Inc.

2.70K

Jun 30, 26

+446

0.00%

Liberty Atlantic Advisors LLC

2.69K

Jun 30, 26

-225

0.00%

Wealthcare Advisory Partners LLC

2.65K

Jun 30, 26

-394

0.00%

MOLLER FINANCIAL SERVICES

2.65K

Jun 30, 26

+877

0.00%

Pacific Excel Wealth Advisors, Inc.

2.65K

Jun 30, 26

+2.65K

0.00%

Heritage Family Offices, LLP

2.65K

Jun 30, 26

-425

0.00%

Trek Financial, LLC

2.62K

Jun 30, 26

+327

0.00%

Broussard Financial Group LLC

2.60K

Jun 30, 26

-64

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.60K

Jun 30, 26

-565

0.00%

One Day In July LLC

2.60K

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

2.60K

Jun 30, 26

0.00%

Aureum Wealth Management, LLC

2.56K

Jun 30, 26

+206

0.00%

Syntegra Private Wealth Group, LLC

2.55K

Jun 30, 26

-28

0.00%

Seven Post Investment Office LP

2.53K

Jun 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

2.51K

Jun 30, 26

-173

0.00%

VILLERE ST DENIS J & CO LLC

2.50K

Jun 30, 26

0.00%

Clean Yield Group

2.47K

Jun 30, 26

0.00%

DWR WEALTH MANAGEMENT, LLC

2.46K

Jun 30, 26

+75

0.00%

Pallas Capital Advisors LLC

2.46K

Jun 30, 26

0.00%

NOVARE CAPITAL MANAGEMENT LLC

2.46K

Jun 30, 26

0.00%

Elevation Wealth Management LLC

2.45K

Jun 30, 26

-3

0.00%

WESBANCO BANK INC

2.43K

Jun 30, 26

-76

0.00%

Argent Trust Co

2.43K

Jun 30, 26

0.00%

OARSMAN CAPITAL, INC.

2.43K

Jun 30, 26

+2.43K

0.00%

Aspen Wealth Strategies, LLC

2.40K

Jun 30, 26

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.39K

Jun 30, 26

+49

0.00%

Pettinga Financial Advisors, LLC

2.39K

Jun 30, 26

0.00%

PRIVATE CLIENT SERVICES, LLC

2.38K

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.38K

Jun 30, 26

-30.65K

0.00%

True North Advisors, LLC

2.37K

Jun 30, 26

+2.37K

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

2.35K

Jun 30, 26

0.00%

Destiny Wealth Partners, LLC

2.35K

Jun 30, 26

-3.46K

0.00%

BCU Wealth Advisors, LLC

2.33K

Jun 30, 26

-946

0.00%

TritonPoint Partners, LLC

2.31K

Jun 30, 26

+711

0.00%

WHALEROCK POINT PARTNERS, LLC

2.31K

Jun 30, 26

0.00%

CGC Financial Services, LLC

2.30K

Jun 30, 26

0.00%

Legacy Edge Advisors, LLC

2.29K

Jun 30, 26

+101

0.00%

Trademark Financial Management, LLC

2.29K

Jun 30, 26

0.00%

Bellwether Advisors, LLC

2.29K

Jun 30, 26

+40

0.00%

Northstar Financial Companies, Inc.

2.28K

Jun 30, 26

0.00%

Sound View Wealth Advisors Group, LLC

2.27K

Jun 30, 26

0.00%

Sentinel Advisory Group, LLC

2.27K

Jun 30, 26

+2.27K

0.00%

Avantax Planning Partners, Inc.

2.25K

Jun 30, 26

-3

0.00%

Rede Wealth, LLC

2.25K

Jun 30, 26

0.00%

Merkkuri Wealth Advisors LLC

2.25K

Jun 30, 26

-13

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.22K

Jun 30, 26

+2.22K

0.00%

Oxinas Partners Wealth Management LLC

2.22K

Jun 30, 26

-351

0.00%

5T Wealth, LLC

2.21K

Jun 30, 26

0.00%

Vermillion & White Wealth Management Group, LLC

2.21K

Jun 30, 26

0.00%

NBT BANK N A /NY

2.21K

Jun 30, 26

-5.63K

0.00%

Leverty Financial Group, LLC

2.21K

Jun 30, 26

+68

0.00%

BURLING WEALTH PARTNERS, LLC

2.20K

Jun 30, 26

0.00%

DAVIS R M INC

2.19K

Jun 30, 26

+300

0.00%

Level Financial Advisors, Inc.

2.19K

Jun 30, 26

0.00%

Advyzon Investment Management, LLC

2.14K

Jun 30, 26

-859

0.00%

MONECO Advisors, LLC

2.14K

Jun 30, 26

-2

0.00%

SEMITAM BONAM LLC

2.13K

Jun 30, 26

-62

0.00%

Fortis Capital Advisors, LLC

2.13K

Jun 30, 26

-1.64K

0.00%

Amplius Wealth Advisors, LLC

2.12K

Jun 30, 26

0.00%

Vertex Planning Partners, LLC

2.11K

Jun 30, 26

0.00%

CAPE COD FIVE CENTS SAVINGS BANK

2.10K

Jun 30, 26

+2.10K

0.00%

Wedmont Private Capital

2.09K

Jun 30, 26

+2.09K

0.00%

Pine Valley Investments Ltd Liability Co

2.08K

Jun 30, 26

-1

0.00%

Martel Wealth Advisors Inc

2.08K

Jun 30, 26

+2.08K

0.00%

Worth Financial Advisory Group, LLC

2.08K

Jun 30, 26

+2.08K

0.00%

Transamerica Financial Advisors, Inc.

2.06K

Jun 30, 26

+875

0.00%

Geneos Wealth Management Inc.

2.06K

Jun 30, 26

-19

0.00%

Nuveen, LLC

2.05K

Jun 30, 26

+2.05K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.03K

Jun 30, 26

-719

0.00%

WRAPMANAGER INC

2.02K

Jun 30, 26

-19

0.00%

CITIZENS FINANCIAL GROUP INC/RI

2.01K

Jun 30, 26

-697

0.00%

Forum Financial Management, LP

2.01K

Jun 30, 26

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

2.01K

Jun 30, 26

+90

0.00%

Seascape Capital Management

2.00K

Jun 30, 26

+150

0.00%

Total Clarity Wealth Management, Inc.

1.98K

Jun 30, 26

-139

0.00%

Buttonwood Financial Group, LLC

1.98K

Jun 30, 26

-50

0.00%

Note Advisors, LLC

1.97K

Jun 30, 26

0.00%

Callan Family Office, LLC

1.97K

Jun 30, 26

0.00%

Legacy Financial Group LLC

1.97K

Jun 30, 26

+1.97K

0.00%

NATURAL INVESTMENTS, LLC

1.96K

Jun 30, 26

+1.96K

0.00%

CHANNEL WEALTH LLC

1.96K

Jun 30, 26

-42

0.00%

Klingman & Associates, LLC

1.92K

Jun 30, 26

+96

0.00%

Signal Advisors Wealth, LLC

1.92K

Jun 30, 26

-64

0.00%

Drucker Wealth 3.0, LLC

1.92K

Jun 30, 26

-385

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

1.91K

Jun 30, 26

-30

0.00%

BKM Wealth Management, LLC

1.90K

Jun 30, 26

0.00%

Invesco Ltd.

1.89K

Jun 30, 26

-1.27K

0.00%

Etesian Wealth Advisors, Inc.

1.88K

Jun 30, 26

+279

0.00%

PECAUT & CO.

1.88K

Jun 30, 26

-21

0.00%

Gallacher Capital Management LLC

1.87K

Jun 30, 26

0.00%

Polaris Investment Advisors, LLC

1.87K

Jun 30, 26

-633

0.00%

Chesapeake Wealth Management

1.86K

Jun 30, 26

0.00%

Tortoise Investment Management, LLC

1.86K

Jun 30, 26

0.00%

Avantra Family Wealth, Inc.

1.86K

Jun 30, 26

-9

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

1.86K

Jun 30, 26

-162

0.00%

Financial Engines Advisors L.L.C.

1.86K

Jun 30, 26

-7

0.00%

SAGE FINANCIAL GROUP INC

1.85K

Jun 30, 26

-25

0.00%

Cadia Private Client LLC

1.85K

Jun 30, 26

0.00%

Frankly Finances, LLC

1.85K

Jun 30, 26

+1.85K

0.00%

SageView Advisory Group, LLC

1.84K

Jun 30, 26

0.00%

Williams Financial, LLC

1.83K

Jun 30, 26

+1.83K

0.00%

MontVue Capital Management, Inc.

1.82K

Jun 30, 26

0.00%

NORTH STAR ASSET MANAGEMENT INC

1.82K

Jun 30, 26

-20

0.00%

Evergreen Wealth Solutions, LLC

1.81K

Jun 30, 26

-590

0.00%

Ameraudi Asset Management, Inc.

1.79K

Jun 30, 26

-4.23K

0.00%

Financial Services Advisory Inc

1.79K

Jun 30, 26

+1.79K

0.00%

PINNACLE ASSOCIATES LTD

1.79K

Jun 30, 26

0.00%

Cornerstone Wealth Management, LLC

1.77K

Jun 30, 26

0.00%

Advisory Alpha, LLC

1.76K

Jun 30, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

1.75K

Jun 30, 26

-4

0.00%

Fermata Advisors, LLC

1.75K

Jun 30, 26

-110

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

1.74K

Jun 30, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

1.74K

Jun 30, 26

0.00%

Braun-Bostich & Associates Inc.

1.73K

Jun 30, 26

-43

0.00%

Pearl Planning LLC

1.73K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

1.73K

Jun 30, 26

-145

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

1.71K

Jun 30, 26

0.00%

Haverford Trust Co

1.71K

Jun 30, 26

0.00%

MOTCO

1.71K

Jun 30, 26

0.00%

M3 Advisory Group, LLC

1.69K

Jun 30, 26

-4

0.00%

Francis Financial, Inc.

1.69K

Jun 30, 26

+1.69K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.68K

Jun 30, 26

-49

0.00%

Vestmark Advisory Solutions, Inc.

1.67K

Jun 30, 26

+123

0.00%

Kovack Advisors, Inc.

1.65K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

1.64K

Jun 30, 26

-426

0.00%

Root Financial Partners, LLC

1.64K

Jun 30, 26

+228

0.00%

Schwallier Wealth Management LLC

1.64K

Jun 30, 26

-84

0.00%

Institute for Wealth Management, LLC.

1.63K

Jun 30, 26

-10

0.00%

Hopwood Nicholas Hunter

1.62K

Jun 30, 26

0.00%

Fiduciary Alliance LLC

1.62K

Jun 30, 26

0.00%

TD Capital Management LLC

1.61K

Jun 30, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

1.61K

Jun 30, 26

+58

0.00%

Fire Capital Management LLC

1.60K

Jun 30, 26

+49

0.00%

Scarborough Advisors, LLC

1.60K

Jun 30, 26

-1.73K

0.00%

Sage Financial Management Group, Inc.

1.59K

Jun 30, 26

+161

0.00%

Investors Research Corp

1.56K

Jun 30, 26

+54

0.00%

Fundamentum, LLC

1.56K

Jun 30, 26

0.00%

Urban Wealth Management, LLC

1.54K

Jun 30, 26

-240

0.00%

Holistic Planning, LLC

1.53K

Jun 30, 26

-290

0.00%

Bragg Financial Advisors, Inc

1.53K

Jun 30, 26

-254

0.00%

Frederick Financial Consultants, LLC

1.52K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

1.51K

Jun 30, 26

0.00%

Curry Webb Wealth Management LLC

1.50K

Jun 30, 26

0.00%

Nemes Rush Group LLC

1.50K

Jun 30, 26

-996

0.00%

Sigma Planning Corp

1.50K

Jun 30, 26

0.00%

Vantus Wealth LLC

1.48K

Jun 30, 26

+1.48K

0.00%

Integrated Advisors Network LLC

1.48K

Jun 30, 26

-644

0.00%

Abundance Wealth Counselors

1.47K

Jun 30, 26

+1.47K

0.00%

Mesirow Financial Investment Management, Inc.

1.46K

Jun 30, 26

0.00%

Security Financial Services, INC.

1.45K

Jun 30, 26

-103

0.00%

Essex LLC

1.45K

Jun 30, 26

+14

0.00%

Graves Light Lenhart Wealth, Inc.

1.44K

Jun 30, 26

0.00%

Arcadia Wealth Management, Inc.

1.44K

Jun 30, 26

0.00%

NORTHLAND SECURITIES, INC.

1.44K

Jun 30, 26

-1.45K

0.00%

Advisor OS, LLC

1.42K

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

1.42K

Jun 30, 26

+1.42K

0.00%

Capital Advantage, Inc.

1.42K

Jun 30, 26

0.00%

Cooper Financial Group

1.41K

Jun 30, 26

-18

0.00%

Brand Asset Management Group, Inc.

1.41K

Jun 30, 26

+1.41K

0.00%

GGM Financials LLC

1.40K

Jun 30, 26

0.00%

Greenfield Savings Bank

1.40K

Jun 30, 26

+1.40K

0.00%

Asset One Wealth Management LLC

1.39K

Jun 30, 26

+1.39K

0.00%

Madison Wealth Partners, Inc

1.38K

Jun 30, 26

+1.38K

0.00%

Investor's Fiduciary Advisor Network, LLC

1.37K

Jun 30, 26

-10.30K

0.00%

Pinnacle Wealth Management Advisory Group, LLC

1.36K

Jun 30, 26

+1.36K

0.00%

Guilbault Capital LLC

1.34K

Jun 30, 26

+1.34K

0.00%

NOVUS ADVISORS, LLC

1.34K

Jun 30, 26

+1.34K

0.00%

JFS WEALTH ADVISORS, LLC

1.34K

Jun 30, 26

-151

0.00%

Qube Research & Technologies Ltd

1.33K

Jun 30, 26

+1.33K

0.00%

Sentinus, LLC

1.32K

Jun 30, 26

+1.32K

0.00%

Cassilly Financial Group LLC

1.32K

Jun 30, 26

+1.32K

0.00%

SC&H Financial Advisors, Inc.

1.32K

Jun 30, 26

+1.32K

0.00%

Element Wealth, LLC

1.31K

Jun 30, 26

+1.31K

0.00%

Foguth Wealth Management, LLC.

1.31K

Jun 30, 26

-91

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

1.31K

Jun 30, 26

+1.31K

0.00%

Neuberger Berman Group LLC

1.30K

Jun 30, 26

+1.30K

0.00%

D'Orazio & Associates, Inc.

1.30K

Jun 30, 26

+1.30K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.29K

Jun 30, 26

-7

0.00%

Bernardo Wealth Planning LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Wealthquest Corp

1.28K

Jun 30, 26

+1.28K

0.00%

Plum Street Advisors, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

Rollins Financial Advisors, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

ARQ WEALTH ADVISORS, LLC

1.26K

Jun 30, 26

+1.26K

0.00%

Coign Capital Advisors LLC

1.25K

Jun 30, 26

+1.25K

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

1.25K

Jun 30, 26

+1.25K

0.00%

Bond & Devick Financial Network, Inc.

1.24K

Jun 30, 26

+1.24K

0.00%

BANK OF HAWAII

1.24K

Jun 30, 26

+1.24K

0.00%

PAX Financial Group, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

Badgley Phelps Wealth Managers, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

Real Talk Capital, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

NorthCrest Asset Manangement, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

Strategic Wealth Partners, Ltd.

1.22K

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

1.16K

Jun 30, 26

0.00%

Manchester Capital Management LLC

1.14K

Jun 30, 26

+1.14K

0.00%

Bank of New Hampshire

1.09K

Jun 30, 26

-225

0.00%

SALEM INVESTMENT COUNSELORS INC

1.05K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.02K

Jun 30, 26

0.00%

CVA Family Office, LLC

1.00K

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

1.00K

Jun 30, 26

0.00%

Asset Dedication, LLC

958

Jun 30, 26

0.00%

Financial Perspectives, Inc

955

Jun 30, 26

0.00%

Larson Financial Group LLC

924

Jun 30, 26

+53

0.00%

Abound Wealth Management

900

Jun 30, 26

-194

0.00%

Balentine LLC

871

Jun 30, 26

0.00%

MCF Advisors LLC

865

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

849

Jun 30, 26

0.00%

Downshift Financial, LLC

847

Jun 30, 26

+847

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

837

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

807

Jun 30, 26

+807

0.00%

DT Investment Partners, LLC

782

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

760

Jun 30, 26

-49

0.00%

MeadowBrook Investment Advisors LLC

746

Jun 30, 26

0.00%

Continuum Advisory, LLC

742

Jun 30, 26

+742

0.00%

New Republic Capital, LLC

719

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

719

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

704

Jun 30, 26

0.00%

Forum Finance Group S.A.

660

Jun 30, 26

0.00%

Clearstead Trust, LLC

659

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

642

Jun 30, 26

+21

0.00%

Key FInancial Inc

632

Jun 30, 26

0.00%

Bravera Wealth

591

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

588

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

568

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

559

Jun 30, 26

-1

0.00%

Nalls Sherbakoff Group, LLC

550

Jun 30, 26

0.00%

Timbuktu Capital Management, LLC

547

Jun 30, 26

+547

0.00%

HARBOR INVESTMENT ADVISORY, LLC

527

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

521

Jun 30, 26

+20

0.00%

BROWN BROTHERS HARRIMAN & CO

510

Jun 30, 26

0.00%

VIMA LLC

490

Jun 30, 26

+490

0.00%

Arlington Trust Co LLC

480

Jun 30, 26

0.00%

GW&K Investment Management, LLC

469

Jun 30, 26

0.00%

Investors Portfolio Services LLC

462

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

442

Jun 30, 26

+31

0.00%

Addison Advisors LLC

436

Jun 30, 26

+22

0.00%

Archer Investment Corp

414

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

411

Jun 30, 26

-120

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

405

Jun 30, 26

+118

0.00%

EFG International AG

382

Jun 30, 26

-12

0.00%

DHJJ Financial Advisors, Ltd.

365

Jun 30, 26

0.00%

JNBA Financial Advisors

354

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

323

Jun 30, 26

0.00%

Wellington Grp LLC

304

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

282

Jun 30, 26

0.00%

United Financial Planning Group LLC

271

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

254

Jun 30, 26

-366

0.00%

Buck Wealth Strategies, LLC

254

Jun 30, 26

+254

0.00%

Fortitude Family Office, LLC

247

Jun 30, 26

0.00%

Caitlin John, LLC

247

Jun 30, 26

0.00%

Triumph Capital Management

240

Jun 30, 26

0.00%

Kennebec Savings Bank

237

Jun 30, 26

+135

0.00%

Kilter Group LLC

232

Jun 30, 26

-1

0.00%

BOKF, NA

229

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

227

Jun 30, 26

+227

0.00%

Concord Wealth Partners

222

Jun 30, 26

+222

0.00%

Highland Investment Advisors LLC

203

Jun 30, 26

+203

0.00%

AMERIFLEX GROUP, INC.

192

Jun 30, 26

0.00%

Trust Co

189

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

187

Jun 30, 26

+187

0.00%

PROFFITT & GOODSON INC

183

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

168

Jun 30, 26

+168

0.00%

Creative Capital Management Investments LLC

154

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

147

Jun 30, 26

-4

0.00%

NBC SECURITIES, INC.

141

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

140

Jun 30, 26

0.00%

Benson Wealth Management INC

134

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

133

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

132

Jun 30, 26

0.00%

Community Bank, N.A.

125

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

123

Jun 30, 26

0.00%

JPL Wealth Management, LLC

119

Jun 30, 26

+119

0.00%

MJT & Associates Financial Advisory Group, Inc.

111

Jun 30, 26

-10

0.00%

ELEVATE WEALTH ADVISORY, INC

110

Jun 30, 26

-66

0.00%

RAFFA WEALTH MANAGEMENT, LLC

109

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+70

0.00%

United Community Bank

Jun 30, 26

0.00%

Wiser Advisor Group LLC

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

Jun 30, 26

0.00%

Strategic Wealth Advisors LLC

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+55

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+49

0.00%

Hanson & Doremus Investment Management

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Alpine Bank Wealth Management

Jun 30, 26

+42

0.00%

Capitol Family Office, Inc.

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

Jun 30, 26

+37

0.00%

Synergy Investment Management, LLC

Jun 30, 26

-35

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

-1

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

Colonial Trust Advisors

Jun 30, 26

+27

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Coston, McIsaac & Partners

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

Robbins Farley

Jun 30, 26

0.00%

Hurley Capital, LLC

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

MASECO LLP

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

-29

Rice Partnership, LLC

Jun 30, 26

-204

Talisman Wealth Advisors LLC

Jun 30, 26

-5.60K

Raleigh Capital Management Inc.

Jun 30, 26

-14

True Link Financial Advisors, LLC

Jun 30, 26

-1.40K

Squarepoint Ops LLC

Jun 30, 26

-1.67K

IAG Wealth Partners, LLC

Jun 30, 26

-65

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-35

Carnegie Capital Asset Management, LLC

Jun 30, 26

-4.31K

Golden State Equity Partners

Jun 30, 26

-90

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.09K

Strategic Financial Concepts, LLC

Jun 30, 26

-2.89K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-17.24K

BRYN MAWR TRUST Co

Jun 30, 26

-11

Sound Income Strategies, LLC

Jun 30, 26

-161

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-99

Arkos Global Advisors

Jun 30, 26

-1.01K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-412

Johnson Financial Group, Inc.

Jun 30, 26

-140

Medallion Wealth Advisors, LLC

Jun 30, 26

-112

Forthright Family Wealth Advisory LLC

Jun 30, 26

-21.70K

SAX WEALTH ADVISORS, LLC

Jun 30, 26

-1.96K

Estate Counselors, LLC

Jun 30, 26

-1.46K

Apeiron RIA LLC

Jun 30, 26

-1.76K

Trailhead Planners LLC

Jun 30, 26

-1.58K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-4.96K

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-1.60K

GK Wealth Management LLC

Jun 30, 26

-2.39K

CWM, LLC

263.83K

Mar 31, 26

-13.85K

0.25%

Opes Wealth Management LLC

23.33K

Mar 31, 26

+70

0.02%

JOURNEY STRATEGIC WEALTH LLC

19.37K

Mar 31, 26

-411

0.02%

SOL Capital Management CO

18.88K

Mar 31, 26

+18.88K

0.02%

Leo Wealth, LLC

18.87K

Mar 31, 26

+497

0.02%

Charter Oak Capital Management, LLC

11.11K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

4.70K

Mar 31, 26

+26

0.00%

North Berkeley Wealth Management, LLC

3.85K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

3.69K

Mar 31, 26

-2

0.00%

Vivaldi Capital Management LP

2.65K

Mar 31, 26

0.00%

LIFE LINE WEALTH MANAGEMENT LLC

1.94K

Mar 31, 26

-1.03K

0.00%

Sterling Manor Financial, LLC

1.48K

Mar 31, 26

-116

0.00%

Horizons Wealth Management

874

Mar 31, 26

-1.12K

0.00%

BROWN, LISLE/CUMMINGS, INC.

209

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

101

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

-309

0.00%

Clarius Group, LLC

168.20K

Dec 31, 25

-1.96K

0.16%

Capitolis Liquid Global Markets LLC

63.50K

Dec 31, 25

-300.50K

0.06%

Long Run Wealth Advisors, LLC

35.18K

Dec 31, 25

+16

0.03%

High Falls Advisors, Inc

17.67K

Dec 31, 25

-8

0.02%

Austin Private Wealth, LLC

12.12K

Dec 31, 25

-2.06K

0.01%

Clearview Wealth Advisors LLC

11.71K

Dec 31, 25

+52

0.01%

COMERICA BANK

9.26K

Dec 31, 25

-6.85K

0.01%

VANGUARD GROUP INC

6.62K

Dec 31, 25

-105

0.01%

Alpha Cubed Investments, LLC

3.84K

Dec 31, 25

0.00%

Quent Long Short Global Small Cap Fund, LP

3.59K

Dec 31, 25

+3.59K

0.00%

CIBC Private Wealth Group, LLC

3.33K

Dec 31, 25

+246

0.00%

Northwest Capital Management Inc

2.83K

Dec 31, 25

-11.90K

0.00%

Litman Gregory Wealth Management LLC

1.91K

Dec 31, 25

-1.51K

0.00%

Pandora Wealth, Inc.

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+11

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.11K

Financial Advisors, LLC

56.39K

Sep 30, 25

+314

0.05%

WETHERBY ASSET MANAGEMENT INC

35.44K

Sep 30, 25

+25

0.03%

Sensible Financial Planning & Management, LLC.

20.23K

Sep 30, 25

+1.83K

0.02%

Apexium Financial, LP

7.78K

Sep 30, 25

0.01%

Lion Street Advisors, LLC

4.79K

Sep 30, 25

+4.79K

0.00%

Copperleaf Capital, LLC

4.65K

Sep 30, 25

+722

0.00%

Certus Wealth Management, LLC

4.25K

Sep 30, 25

-191

0.00%

Wealthstream Advisors, Inc.

2.94K

Sep 30, 25

0.00%

SYNOVUS FINANCIAL CORP

2.94K

Sep 30, 25

0.00%

D. SCOTT NEAL, INC.

2.89K

Sep 30, 25

-128

0.00%

PALO ALTO WEALTH ADVISORS, LLC

1.62K

Sep 30, 25

0.00%

Watts Gwilliam & Co., LLC

1.41K

Sep 30, 25

0.00%

Obsidian Personal Planning Solutions LLC

1.36K

Sep 30, 25

-164

0.00%

Lowe Wealth Advisors, LLC

1.24K

Sep 30, 25

+168

0.00%

Accredited Wealth Management, LLC

554

Sep 30, 25

-311

0.00%

Glenmede Investment Management, LP

422

Sep 30, 25

0.00%

Kathleen S. Wright Associates Inc.

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

+49

0.00%

Financial Advocates Investment Management

Sep 30, 25

-3.00K

DOHJ, LLC

143.05K

Jun 30, 25

-14.38K

0.13%

Money Design Co.,Ltd.

98.59K

Jun 30, 25

+57

0.09%

Parkside Advisors LLC

70.86K

Jun 30, 25

+1.45K

0.07%

Waypoint Wealth Partners Inc.

46.20K

Jun 30, 25

-12.41K

0.04%

AVANTAX ADVISORY SERVICES, INC.

39.30K

Jun 30, 25

-723

0.04%

First Horizon Advisors, Inc.

24.16K

Jun 30, 25

+11.44K

0.02%

Summit X, LLC

13.12K

Jun 30, 25

+360

0.01%

Atria Wealth Solutions, Inc.

11.63K

Jun 30, 25

-28.43K

0.01%

Congress Wealth Management LLC / DE /

11.04K

Jun 30, 25

+541

0.01%

Elios Financial Group Inc.

10.62K

Jun 30, 25

+1.72K

0.01%

My Legacy Advisors, LLC

8.55K

Jun 30, 25

-982

0.01%

FUTURE YOU WEALTH LLC

2.80K

Jun 30, 25

-309

0.00%

Martin Worley Group

1.81K

Jun 30, 25

+1.81K

0.00%

PrairieView Partners, LLC

534

Jun 30, 25

+77

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

420

Jun 30, 25

+420

0.00%

Iron Horse Wealth Management, LLC

277

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-257

Orion Portfolio Solutions, LLC

27.02K

Mar 31, 25

-61.55K

0.03%

COOK WEALTH MANAGEMENT GROUP LLC

18.88K

Mar 31, 25

-28

0.02%

Wade Financial Advisory, Inc

5.13K

Mar 31, 25

+926

0.00%

US FINANCIAL ADVISORS, LLC

3.51K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

2.09K

Mar 31, 25

-19.50K

0.00%

CAROLINAS WEALTH CONSULTING LLC

191

Mar 31, 25

0.00%

Sandy Spring Bank

125

Mar 31, 25

0.00%

Michael A. Dubis Financial Planning, LLC

Mar 31, 25

-1.60K

LAKE STREET ADVISORS GROUP, LLC

76.13K

Dec 31, 24

+22.84K

0.07%

HART & PATTERSON FINANCIAL GROUP LLC

40.99K

Dec 31, 24

-2.75K

0.04%

WR Wealth Planners, LLC

10.04K

Dec 31, 24

-12.10K

0.01%

BOSTON FINANCIAL MANGEMENT LLC

9.15K

Dec 31, 24

0.01%

Maxwell Wealth Strategies Inc.

8.64K

Dec 31, 24

0.01%

Merriman Wealth Management, LLC

3.67K

Dec 31, 24

+3.67K

0.00%

Treynor Bancshares, Inc.

3.66K

Dec 31, 24

+11

0.00%

Maiden Cove Capital, LLC

3.11K

Dec 31, 24

-591

0.00%

Compass Investment Advisers LLC

2.94K

Dec 31, 24

+2.94K

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.93K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

229

Dec 31, 24

-803

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-17

Raymond James Financial Services Advisors, Inc.

149.00K

Sep 30, 24

+3.91K

0.14%

RAYMOND JAMES & ASSOCIATES

55.32K

Sep 30, 24

-11.45K

0.05%

TNF LLC

52.75K

Sep 30, 24

-218

0.05%

RAYMOND JAMES TRUST N.A.

15.41K

Sep 30, 24

-163

0.01%

Diversified, LLC

7.25K

Sep 30, 24

+581

0.01%

First Trust Direct Indexing L.P.

4.96K

Sep 30, 24

+1.41K

0.00%

Alera Investment Advisors, LLC

4.14K

Sep 30, 24

-406

0.00%

CEDRUS LLC

3.24K

Sep 30, 24

-647

0.00%

Aspire Wealth Management Corp

495

Sep 30, 24

+35

0.00%

Family Asset Management, LLC

307

Sep 30, 24

-1

0.00%

FinTrust Capital Advisors, LLC

213

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BlackRock Inc.

3.98M

Jun 30, 24

-485.60K

3.72%

Private Ocean, LLC

61.38K

Jun 30, 24

+41

0.06%

Windham Capital Management, LLC

16.39K

Jun 30, 24

0.02%

TCWP LLC

9.12K

Jun 30, 24

-106

0.01%

Levy Wealth Management Group, LLC

8.78K

Jun 30, 24

-138

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.45K

Jun 30, 24

+787

0.01%

HERITAGE WEALTH MANAGEMENT, LLC

6.68K

Jun 30, 24

-542

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

6.24K

Jun 30, 24

-198

0.01%

Regis Acquisition Inc.

5.71K

Jun 30, 24

+776

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.69K

Jun 30, 24

-8.32K

0.01%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.58K

0.00%

Cetera Advisor Networks LLC

217.20K

Mar 31, 24

-149.79K

0.20%

Cetera Advisors LLC

91.76K

Mar 31, 24

-22.69K

0.09%

CAMBRIDGE TRUST CO

24.91K

Mar 31, 24

+924

0.02%

Crestone Asset Management LLC

18.01K

Mar 31, 24

0.02%

Manning & Napier Group, LLC

11.69K

Mar 31, 24

+570

0.01%

CREDIT SUISSE AG/

4.29K

Mar 31, 24

+4.29K

0.00%

InterOcean Capital Group, LLC

3.19K

Mar 31, 24

-370

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.62K

Mar 31, 24

+12

0.00%

Coppell Advisory Solutions Corp.

2.62K

Mar 31, 24

+2.62K

0.00%

WEALTHSOURCE PARTNERS, LLC

478.32K

Dec 31, 23

-39.80K

0.45%

Desjardins Global Asset Management Inc.

74.14K

Dec 31, 23

+74.14K

0.07%

Adroit Compliance, LLC

45.96K

Dec 31, 23

+45.96K

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

43.25K

Dec 31, 23

+43.25K

0.04%

PROVENCE WEALTH MANAGEMENT GROUP

34.43K

Dec 31, 23

-4.84K

0.03%

WADE G W & INC

33.07K

Dec 31, 23

-1.74K

0.03%

Baystate Wealth Management LLC

32.91K

Dec 31, 23

+613

0.03%

DFPG INVESTMENTS, LLC

29.82K

Dec 31, 23

+1.89K

0.03%

Day & Ennis, LLC

14.27K

Dec 31, 23

-941

0.01%

Resource Planning Group

3.75K

Dec 31, 23

0.00%

Bartlett & Co. LLC

1.07K

Dec 31, 23

-463

0.00%

DB Wealth Management Group, LLC

120

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

873.96K

Sep 30, 23

+20.69K

0.82%

Icon Wealth Partners, LLC

215.15K

Sep 30, 23

-53.81K

0.20%

TIEDEMANN ADVISORS, LLC

76.32K

Sep 30, 23

+5.00K

0.07%

COMERICA SECURITIES,INC.

18.91K

Sep 30, 23

-37.81K

0.02%

Wealth Management Solutions, LLC

10.76K

Sep 30, 23

-302

0.01%

ADVISOR PARTNERS II, LLC

9.58K

Sep 30, 23

0.01%

Truadvice, LLC

8.51K

Sep 30, 23

-6.30K

0.01%

Johnson Midwest Financial, LLC

Sep 30, 23

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-2.21K

TIAA, FSB

4.57M

Jun 30, 23

+122.79K

4.27%

Intercontinental Wealth Advisors, LLC

27.95K

Jun 30, 23

-136

0.03%

PFS INVESTMENTS INC.

19.98K

Jun 30, 23

-13.54K

0.02%

LEO BROKERAGE, LLC

19.05K

Jun 30, 23

-51

0.02%

BMS Financial Advisors, LLC

13.67K

Jun 30, 23

-16.26K

0.01%

Vident Investment Advisory, LLC

9.79K

Jun 30, 23

-51

0.01%

Lumature Wealth Partners, LLC

6.37K

Jun 30, 23

-372

0.01%

Financial Architects, Inc

3.79K

Jun 30, 23

-780

0.00%

Ten Capital Wealth Advisors, LLC

3.23K

Jun 30, 23

-141

0.00%

Endurance Wealth Management, Inc.

956

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

435

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-514

Parsec Financial Management, Inc.

62.36K

Mar 31, 23

+5.45K

0.06%

HARVEST GROUP WEALTH MANAGEMENT, LLC

18.87K

Mar 31, 23

+6.56K

0.02%

Cardinal Point Wealth Management Partners, LLC

3.85K

Mar 31, 23

+330

0.00%

LeJeune Puetz Investment Counsel LLC

1.90K

Mar 31, 23

0.00%

Personal Capital Advisors Corp

840.34K

Dec 31, 22

+39.11K

0.79%

Laurel Wealth Advisors, Inc.

19.68K

Dec 31, 22

-2.86K

0.02%

S.C. Financial Services, Inc.

18.03K

Dec 31, 22

-8.74K

0.02%

BOENNING & SCATTERGOOD, INC.

3.39K

Dec 31, 22

+250

0.00%

F3Logic, LLC

3.28K

Dec 31, 22

+278

0.00%

Gallagher Benefit Services, Inc.

3.28K

Dec 31, 22

+3.28K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

2.95K

Dec 31, 22

-58

0.00%

Burleson & Company, LLC

1.29K

Dec 31, 22

-1.71K

0.00%

Sargent Bickham Lagudis LLC

234

Dec 31, 22

+234

0.00%

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-3.44K

55I, LLC

4.57M

Sep 30, 22

-83.61K

4.28%

Spectrum Management Group, LLC

262.13K

Sep 30, 22

+44.13K

0.25%

Highland Private Wealth Management

176.72K

Sep 30, 22

-2.23K

0.17%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

106.05K

Sep 30, 22

+33.25K

0.10%

Strategic Asset Management, LLC

35.93K

Sep 30, 22

-254

0.03%

American Portfolios Advisors

35.12K

Sep 30, 22

+154

0.03%

CPWM, LLC

28.66K

Sep 30, 22

+131

0.03%

REGENTATLANTIC CAPITAL LLC

22.72K

Sep 30, 22

+9.87K

0.02%

WESTERN FINANCIAL Corp

16.38K

Sep 30, 22

+814

0.02%

Round Table Services, LLC

11.62K

Sep 30, 22

-110

0.01%

Karp Capital Management Corp

9.53K

Sep 30, 22

+9.53K

0.01%

Jefferies Group LLC

3.21K

Sep 30, 22

+10

0.00%

KARLINSKI ANDREW C

1.34K

Sep 30, 22

+1.10K

0.00%

SIENA CAPITAL LLC

990

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

500

Sep 30, 22

-1.10K

0.00%

FURE FINANCIAL CORP

Sep 30, 22

-140

ADVISOR PARTNERS LLC

9.09K

Jun 30, 22

+3.41K

0.01%

Pinnacle Private Wealth, LLC

4.80K

Jun 30, 22

0.00%

Private Capital Group, LLC

1.48K

Jun 30, 22

-38.62K

0.00%

Lake Point Wealth Management

Jun 30, 22

+68

0.00%

Karn, Couzens & Associates, Inc.

24.70K

Mar 31, 22

+2.22K

0.02%

People's United Financial, Inc.

3.73K

Mar 31, 22

-1.22K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

3.22K

Mar 31, 22

+162

0.00%

Lenox Wealth Advisors, LLC

585

Mar 31, 22

+585

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-5.54K

HawsGoodwin Investment Management LLC

370.13K

Dec 31, 21

+8.13K

0.35%

VIVID FINANCIAL MANAGEMENT, INC.

300.60K

Dec 31, 21

+17.92K

0.28%

Biltmore Capital Advisors LLC

257.45K

Dec 31, 21

+21.55K

0.24%

NEXT Financial Group, Inc

191.34K

Dec 31, 21

+68.33K

0.18%

Castle Financial & Retirement Planning Associates, Inc.

17.65K

Dec 31, 21

+17.65K

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

16.61K

Dec 31, 21

+16.61K

0.02%

Carroll Financial Associates, Inc.

6.33K

Dec 31, 21

+6.33K

0.01%

Hayden Royal, LLC

3.52K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Crescent Capital Consulting, LLC

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

66.89K

Sep 30, 21

+5.80K

0.06%

Cascadia Advisory Services, LLC

62.38K

Sep 30, 21

+2.96K

0.06%

BHF RG Capital Inc.

41.62K

Sep 30, 21

-62.02K

0.04%

Filbrandt Wealth Management, LLC

37.69K

Sep 30, 21

+1.15K

0.04%

Homrich & Berg

36.89K

Sep 30, 21

+655

0.03%

Ameritas Investment Company, LLC

5.57K

Sep 30, 21

+4.67K

0.01%

Berman Capital Advisors, LLC

3.26K

Sep 30, 21

0.00%

NorthCoast Asset Management LLC

2.09K

Sep 30, 21

0.00%

Nachman Norwood & Parrott, Inc

307.79K

Jun 30, 21

+39.80K

0.29%

AdvicePeriod, LLC

13.07K

Jun 30, 21

+522

0.01%

Hoover Financial Advisors, Inc.

387

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

NORTH AMERICAN MANAGEMENT CORP

20.56K

Mar 31, 21

+606

0.02%

Sullivan, Bruyette, Speros & Blaney, LLC

7.71K

Mar 31, 21

+167

0.01%

Paracle Advisors, LLC

7.57K

Mar 31, 21

0.01%

Lighthouse Financial Advisors, Inc.

7.12K

Mar 31, 21

+328

0.01%

Pinnacle Advisory Group, Inc.

3.18K

Mar 31, 21

-458

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

87.09K

Dec 31, 20

+4.95K

0.08%

Reby Advisors, LLC

745

Dec 31, 20

+745

0.00%

ETRADE Capital Management LLC

1.79M

Sep 30, 20

+335.37K

1.67%

First Allied Advisory Services, Inc.

160.91K

Sep 30, 20

+10.49K

0.15%

LifePlan Financial Group, Inc

81.33K

Sep 30, 20

+114

0.08%

Wellesley Investment Partners, LLC

12.13K

Sep 30, 20

+4.38K

0.01%

SHINE INVESTMENT ADVISORY SERVICES INC

7.90K

Sep 30, 20

+5.59K

0.01%

Wealthspire Advisors, L.P.

3.46K

Sep 30, 20

+3.46K

0.00%

FCG ADVISORS, LLC

Sep 30, 20

-5.71K

BRINKER CAPITAL INC

10.95K

Jun 30, 20

-55

0.01%

Maxim Capital Management LLC

7.38K

Jun 30, 20

+1.05K

0.01%

Lenox Wealth Management, Inc.

2.57K

Jun 30, 20

+711

0.00%

CA Family Wealth, LLC

7.18K

Mar 31, 20

+7.18K

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

7.11K

Mar 31, 20

+7.11K

0.01%

Advisor Group, Inc.

21.08K

Dec 31, 19

+9.25K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.05K

Dec 31, 19

+3.80K

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

278

Sep 30, 19

0.00%

Clarfeld Financial Advisors, LLC

2.45K

Dec 31, 18

+2.45K

0.00%

Watermark Asset Management, Inc.

2.37K

Dec 31, 18

+1.67K

0.00%