Energy Transfer LP(ET)

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Energy Transfer LP(ET)

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$21.21—

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Holder

Date

Change

% Held

ALPS ADVISORS INC

86.90M

Jun 30, 26

+946.63K

2.53%

MORGAN STANLEY

85.61M

Jun 30, 26

-1.62M

2.49%

JPMORGAN CHASE & CO

81.08M

Jun 30, 26

+8.87M

2.36%

GOLDMAN SACHS GROUP INC

62.82M

Jun 30, 26

+2.40M

1.83%

Invesco Ltd.

54.93M

Jun 30, 26

-1.16M

1.60%

TORTOISE CAPITAL ADVISORS, L.L.C.

38.00M

Jun 30, 26

-1.47M

1.10%

Blackstone Inc.

35.78M

Jun 30, 26

+4.66M

1.04%

UBS Group AG

30.55M

Jun 30, 26

-424.78K

0.89%

BANK OF AMERICA CORP /DE/

28.14M

Jun 30, 26

-2.82M

0.82%

Energy Income Partners, LLC

25.65M

Jun 30, 26

+447.08K

0.75%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

24.42M

Jun 30, 26

+517.75K

0.71%

KAYNE ANDERSON CAPITAL ADVISORS LP

24.17M

Jun 30, 26

-416.09K

0.70%

FMR LLC

21.97M

Jun 30, 26

-1.78M

0.64%

NATIXIS

21.40M

Jun 30, 26

+22.00K

0.62%

WESTWOOD HOLDINGS GROUP INC

16.83M

Jun 30, 26

-158.49K

0.49%

Neuberger Berman Group LLC

16.69M

Jun 30, 26

+851.27K

0.49%

CHICKASAW CAPITAL MANAGEMENT LLC

15.36M

Jun 30, 26

-133.63K

0.45%

COOPERMAN LEON G

13.32M

Jun 30, 26

0.39%

Clearbridge Investments, LLC

13.31M

Jun 30, 26

+200.00K

0.39%

WELLS FARGO & COMPANY/MN

12.91M

Jun 30, 26

+382.08K

0.38%

BNP PARIBAS ARBITRAGE, SNC

10.35M

Jun 30, 26

-684.97K

0.30%

BROOKFIELD Corp /ON/

8.53M

Jun 30, 26

+2.08M

0.25%

RAYMOND JAMES FINANCIAL INC

8.46M

Jun 30, 26

+620.21K

0.25%

BERKLEY W R CORP

8.25M

Jun 30, 26

0.24%

CUSHING ASSET MANAGEMENT, LP

7.92M

Jun 30, 26

-74.00K

0.23%

LPL Financial LLC

7.51M

Jun 30, 26

+368.68K

0.22%

BARCLAYS PLC

7.15M

Jun 30, 26

-2.73M

0.21%

MIZUHO MARKETS AMERICAS LLC

6.70M

Jun 30, 26

+3.50M

0.19%

STIFEL FINANCIAL CORP

6.57M

Jun 30, 26

-120.33K

0.19%

EAGLE GLOBAL ADVISORS LLC

6.38M

Jun 30, 26

-82.45K

0.19%

Patient Capital Management, LLC

6.08M

Jun 30, 26

-7.53K

0.18%

Recurrent Investment Advisors LLC

5.94M

Jun 30, 26

+373.01K

0.17%

CITIGROUP INC

5.73M

Jun 30, 26

+342.06K

0.17%

Garrett Wealth Advisory Group, LLC

5.48M

Jun 30, 26

+635

0.16%

Fractal Investments LLC

5.47M

Jun 30, 26

+651.14K

0.16%

Stephens Group, LLC

5.44M

Jun 30, 26

0.16%

MILLER HOWARD INVESTMENTS INC /NY

5.31M

Jun 30, 26

+98.14K

0.15%

COMMERCE BANK

5.03M

Jun 30, 26

-3.35K

0.15%

Rockefeller Capital Management L.P.

4.92M

Jun 30, 26

-214.75K

0.14%

DUFF & PHELPS INVESTMENT MANAGEMENT CO

4.36M

Jun 30, 26

+12.97K

0.13%

COHEN & STEERS, INC.

4.30M

Jun 30, 26

+747.58K

0.12%

INFRASTRUCTURE CAPITAL ADVISORS, LLC

4.16M

Jun 30, 26

-79.83K

0.12%

HRT FINANCIAL LP

4.15M

Jun 30, 26

-199.61K

0.12%

ROYAL BANK OF CANADA

4.03M

Jun 30, 26

+43.09K

0.12%

BlackRock, Inc.

4.02M

Jun 30, 26

+16.93K

0.12%

Americana Partners, LLC

3.55M

Jun 30, 26

+320.60K

0.10%

Chicago Partners Investment Group LLC

3.43M

Jun 30, 26

-8.34K

0.10%

Long Focus Capital Management, LLC

3.34M

Jun 30, 26

0.10%

Maryland State Retirement & Pension System

3.00M

Jun 30, 26

+150.24K

0.09%

Employees Retirement System of Texas

2.97M

Jun 30, 26

-382.90K

0.09%

Allianz Asset Management GmbH

2.96M

Jun 30, 26

+304.87K

0.09%

ADVISOR GROUP HOLDINGS, INC.

2.95M

Jun 30, 26

+104.55K

0.09%

HighTower Advisors, LLC

2.75M

Jun 30, 26

-64.45K

0.08%

Progeny 3, Inc.

2.74M

Jun 30, 26

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.43M

Jun 30, 26

+1.01M

0.07%

Philosophy Capital Management LLC

2.42M

Jun 30, 26

+152.56K

0.07%

MAI Capital Management

2.20M

Jun 30, 26

+1.42M

0.06%

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

2.19M

Jun 30, 26

0.06%

Nuveen, LLC

2.19M

Jun 30, 26

+313.71K

0.06%

VICTORY CAPITAL MANAGEMENT INC

2.16M

Jun 30, 26

+958

0.06%

Pinnacle Wealth Planning Services, Inc.

2.15M

Jun 30, 26

-927.63K

0.06%

Beacon Pointe Advisors, LLC

2.07M

Jun 30, 26

+142.82K

0.06%

Cambridge Investment Research Advisors, Inc.

2.06M

Jun 30, 26

-73.78K

0.06%

WALNUT PRIVATE EQUITY PARTNERS, LLC

2.05M

Jun 30, 26

+1.00K

0.06%

Cetera Investment Advisers

2.01M

Jun 30, 26

-106.68K

0.06%

Northside Capital Management, LLC

2.01M

Jun 30, 26

-8

0.06%

Zurich Insurance Group Ltd/FI

1.99M

Jun 30, 26

0.06%

SCS Capital Management LLC

1.94M

Jun 30, 26

+1.84M

0.06%

Catalyst Capital Advisors LLC

1.94M

Jun 30, 26

0.06%

Callodine Capital Management, LP

1.88M

Jun 30, 26

0.05%

Sanctuary Advisors, LLC

1.87M

Jun 30, 26

-13.76K

0.05%

CI Private Wealth, LLC

1.87M

Jun 30, 26

+135.28K

0.05%

EXCHANGE TRADED CONCEPTS, LLC

1.81M

Jun 30, 26

-94.71K

0.05%

JENNISON ASSOCIATES LLC

1.80M

Jun 30, 26

+218.65K

0.05%

Mariner, LLC

1.80M

Jun 30, 26

-176.65K

0.05%

SRS Capital Advisors, Inc.

1.74M

Jun 30, 26

+1.69M

0.05%

Empowered Funds, LLC

1.67M

Jun 30, 26

-313.34K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

1.66M

Jun 30, 26

-88.00K

0.05%

Toroso Investments, LLC

1.61M

Jun 30, 26

+583.20K

0.05%

BLACKHILL CAPITAL INC

1.60M

Jun 30, 26

+400.00K

0.05%

NEOS Investment Management LLC

1.58M

Jun 30, 26

+513.39K

0.05%

Appaloosa LP

1.58M

Jun 30, 26

0.05%

Private Capital Advisors, Inc.

1.51M

Jun 30, 26

+25.82K

0.04%

STEPHENS INC /AR/

1.48M

Jun 30, 26

+99.05K

0.04%

Adams Asset Advisors, LLC

1.47M

Jun 30, 26

+31.80K

0.04%

DELPHI FINANCIAL GROUP, INC.

1.42M

Jun 30, 26

0.04%

Aptus Capital Advisors, LLC

1.42M

Jun 30, 26

+20.75K

0.04%

Kamunting Street Capital Management, L.P.

1.40M

Jun 30, 26

-211.47K

0.04%

Waverly Advisors, LLC

1.39M

Jun 30, 26

-335.55K

0.04%

Alden Global Capital LLC

1.37M

Jun 30, 26

0.04%

TEMA ETFS LLC

1.37M

Jun 30, 26

+440.23K

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

1.35M

Jun 30, 26

+2.27K

0.04%

Kestra Advisory Services, LLC

1.35M

Jun 30, 26

-39.70K

0.04%

Texas Yale Capital Corp.

1.32M

Jun 30, 26

+6.94K

0.04%

SG Americas Securities, LLC

1.30M

Jun 30, 26

-776.04K

0.04%

GABELLI FUNDS LLC

1.28M

Jun 30, 26

-5.30K

0.04%

ENVESTNET ASSET MANAGEMENT INC

1.24M

Jun 30, 26

+98.62K

0.04%

RR Advisors, LLC

1.24M

Jun 30, 26

0.04%

FIRST TRUST ADVISORS LP

1.23M

Jun 30, 26

+418.20K

0.04%

MANNING & NAPIER ADVISORS LLC

1.10M

Jun 30, 26

0.03%

Prospera Financial Services Inc

1.06M

Jun 30, 26

-2.60K

0.03%

Empirical Finance, LLC

1.04M

Jun 30, 26

-367.14K

0.03%

GENERAL AMERICAN INVESTORS CO INC

1.02M

Jun 30, 26

0.03%

PAYDEN & RYGEL

1.01M

Jun 30, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

1.01M

Jun 30, 26

+212.97K

0.03%

JONES FINANCIAL COMPANIES LLLP

1.01M

Jun 30, 26

+72.94K

0.03%

RBF Capital, LLC

1.00M

Jun 30, 26

0.03%

CNA FINANCIAL CORP

1.00M

Jun 30, 26

+50.00K

0.03%

Bollard Group LLC

995.18K

Jun 30, 26

+38.74K

0.03%

BOWEN HANES & CO INC

975.00K

Jun 30, 26

0.03%

Creative Planning

971.80K

Jun 30, 26

-202.59K

0.03%

Coronation Fund Managers Ltd.

971.25K

Jun 30, 26

+228.97K

0.03%

Pathstone Holdings, LLC

948.80K

Jun 30, 26

-394.78K

0.03%

McGowan Group Asset Management, Inc.

936.96K

Jun 30, 26

+17.69K

0.03%

NewEdge Advisors, LLC

928.61K

Jun 30, 26

+68.21K

0.03%

TRUIST FINANCIAL CORP

921.77K

Jun 30, 26

+17.45K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

912.86K

Jun 30, 26

-58.41K

0.03%

LONESTAR CAPITAL MANAGEMENT LLC

900.00K

Jun 30, 26

0.03%

REUTER JAMES WEALTH MANAGEMENT, LLC

898.88K

Jun 30, 26

+8.47K

0.03%

Oak Grove Capital LLC

894.71K

Jun 30, 26

+478.91K

0.03%

PARSONS CAPITAL MANAGEMENT INC/RI

889.98K

Jun 30, 26

+48.83K

0.03%

Janney Montgomery Scott LLC

887.93K

Jun 30, 26

+20.06K

0.03%

FFG Partners, LLC

883.77K

Jun 30, 26

-5.30K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

877.66K

Jun 30, 26

+60.14K

0.03%

Prime Capital Investment Advisors, LLC

864.16K

Jun 30, 26

-7.51K

0.03%

EVERGREEN CAPITAL MANAGEMENT LLC

845.48K

Jun 30, 26

-17.12K

0.02%

GROUP ONE TRADING, L.P.

840.16K

Jun 30, 26

-108.80K

0.02%

Merewether Investment Management, LP

835.80K

Jun 30, 26

+319.60K

0.02%

Cresset Asset Management, LLC

819.84K

Jun 30, 26

+32.60K

0.02%

Westend Capital Management, LLC

806.86K

Jun 30, 26

-3.37K

0.02%

Heronetta Management, L.P.

799.23K

Jun 30, 26

0.02%

TECTONIC ADVISORS LLC

793.52K

Jun 30, 26

+36.58K

0.02%

Texas Capital Bank Wealth Management Services Inc

785.42K

Jun 30, 26

0.02%

Private Advisor Group, LLC

778.26K

Jun 30, 26

+44.24K

0.02%

NEXPOINT ASSET MANAGEMENT, L.P.

773.69K

Jun 30, 26

+86.25K

0.02%

Williams Jones Wealth Management, LLC.

748.66K

Jun 30, 26

-17.50K

0.02%

Turtle Creek Wealth Advisors, LLC

744.45K

Jun 30, 26

+13.20K

0.02%

NORTHERN TRUST CORP

734.07K

Jun 30, 26

-175.46K

0.02%

BOKF, NA

717.52K

Jun 30, 26

+600

0.02%

Summit Financial, LLC

716.51K

Jun 30, 26

+5.81K

0.02%

Quantinno Capital Management LP

699.61K

Jun 30, 26

+203.61K

0.02%

DEUTSCHE BANK AG\

696.21K

Jun 30, 26

0.02%

GLENMEDE TRUST CO NA

686.71K

Jun 30, 26

-59.84K

0.02%

DIVIDEND ASSETS CAPITAL, LLC

624.02K

Jun 30, 26

-59.76K

0.02%

NFC Investments, LLC

614.76K

Jun 30, 26

+137.00K

0.02%

CHILDRESS CAPITAL ADVISORS, LLC

602.34K

Jun 30, 26

+4.00K

0.02%

NOMURA HOLDINGS INC

597.87K

Jun 30, 26

+6.49K

0.02%

Oxbow Advisors, LLC

596.63K

Jun 30, 26

+10.58K

0.02%

AMERIPRISE FINANCIAL INC

595.26K

Jun 30, 26

+30.52K

0.02%

Colony Group, LLC

587.81K

Jun 30, 26

+151.49K

0.02%

WEXFORD CAPITAL LP

582.96K

Jun 30, 26

+7.95K

0.02%

Ensign Peak Advisors, Inc

555.23K

Jun 30, 26

0.02%

Treasurer of the State of North Carolina

545.08K

Jun 30, 26

+545.08K

0.02%

Advisors Capital Management, LLC

544.96K

Jun 30, 26

+12.77K

0.02%

CLEAR STREET MARKETS LLC

539.60K

Jun 30, 26

+377.50K

0.02%

HENNESSY ADVISORS INC

537.60K

Jun 30, 26

-32.16K

0.02%

Larson Financial Group LLC

535.25K

Jun 30, 26

+491.35K

0.02%

Lido Advisors, LLC

521.20K

Jun 30, 26

+120.95K

0.02%

Fogel Capital Management, Inc.

511.78K

Jun 30, 26

+1.45K

0.01%

BROWN ADVISORY INC

509.68K

Jun 30, 26

-21.61K

0.01%

ELCO Management Co., LLC

503.90K

Jun 30, 26

+6.33K

0.01%

Requisite Capital Management, LLC

500.43K

Jun 30, 26

-24.65K

0.01%

BLAIR WILLIAM & CO/IL

487.22K

Jun 30, 26

-59.84K

0.01%

Advisory Services Network, LLC

477.30K

Jun 30, 26

-12.07K

0.01%

SL ADVISORS, LLC

473.90K

Jun 30, 26

+48.92K

0.01%

Advisors Asset Management, Inc.

473.30K

Jun 30, 26

-10.66K

0.01%

D.A. DAVIDSON & CO.

462.48K

Jun 30, 26

+65.39K

0.01%

AMERICAN FINANCIAL GROUP INC

450.90K

Jun 30, 26

0.01%

AVENIR CORP

450.37K

Jun 30, 26

-960

0.01%

Pekin Hardy Strauss, Inc.

442.28K

Jun 30, 26

-11.06K

0.01%

Moors & Cabot, Inc.

438.70K

Jun 30, 26

+9.06K

0.01%

Fort Sheridan Advisors LLC

412.75K

Jun 30, 26

+63

0.01%

Concorde Financial Corp

410.39K

Jun 30, 26

+2.87K

0.01%

Gilman Hill Asset Management, LLC

409.50K

Jun 30, 26

+12.23K

0.01%

IMC-Chicago, LLC

408.16K

Jun 30, 26

+208.16K

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

404.29K

Jun 30, 26

+5.58K

0.01%

PRIVATE MANAGEMENT GROUP INC

401.27K

Jun 30, 26

-33

0.01%

ORG Wealth Partners, LLC

400.17K

Jun 30, 26

+2.00K

0.01%

Forum Financial Management, LP

392.42K

Jun 30, 26

-9.48K

0.01%

SALEM INVESTMENT COUNSELORS INC

383.38K

Jun 30, 26

+41

0.01%

MERCER GLOBAL ADVISORS INC /ADV

382.06K

Jun 30, 26

-82.25K

0.01%

Cumberland Partners Ltd

380.00K

Jun 30, 26

0.01%

Sowell Financial Services LLC

378.39K

Jun 30, 26

+3.65K

0.01%

OPPENHEIMER & CO INC

378.33K

Jun 30, 26

-49.02K

0.01%

Cerity Partners LLC

376.28K

Jun 30, 26

+31.60K

0.01%

Capital Investment Advisors, LLC

375.21K

Jun 30, 26

-6.15K

0.01%

Concurrent Investment Advisors, LLC

360.08K

Jun 30, 26

+14.52K

0.01%

CIBC WORLD MARKET INC.

356.24K

Jun 30, 26

+1.51K

0.01%

Annandale Capital, LLC

348.46K

Jun 30, 26

-3.35K

0.01%

Cutler Capital Management, LLC

345.96K

Jun 30, 26

-31.24K

0.01%

TCG Advisory Services, LLC

344.63K

Jun 30, 26

+12.15K

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

343.26K

Jun 30, 26

+4.00K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

341.20K

Jun 30, 26

+11.80K

0.01%

CoreCap Advisors, LLC

338.21K

Jun 30, 26

+6.25K

0.01%

Cohen Capital Management, Inc.

335.30K

Jun 30, 26

0.01%

BLUEFIN CAPITAL MANAGEMENT, LLC

328.95K

Jun 30, 26

+214.85K

0.01%

Steward Partners Investment Advisory, LLC

326.29K

Jun 30, 26

+17.80K

0.01%

VestGen Advisors, LLC

324.71K

Jun 30, 26

-11.82K

0.01%

AR ASSET MANAGEMENT INC

321.52K

Jun 30, 26

-400

0.01%

Hilltop Holdings Inc.

320.02K

Jun 30, 26

-165

0.01%

SIMON QUICK ADVISORS, LLC

319.42K

Jun 30, 26

+265.74K

0.01%

VAN ECK ASSOCIATES CORP

317.81K

Jun 30, 26

-84.83K

0.01%

Keebeck Wealth Management, LLC

314.06K

Jun 30, 26

-1.24K

0.01%

SageGuard Financial Group, LLC

314.02K

Jun 30, 26

-10.18K

0.01%

BAHL & GAYNOR INC

312.04K

Jun 30, 26

+7.21K

0.01%

Old North State Wealth Management, LLC

311.66K

Jun 30, 26

+1.08K

0.01%

Cartesian Growth Corp

310.45K

Jun 30, 26

+245.00K

0.01%

Stratos Wealth Partners, LTD.

306.87K

Jun 30, 26

-19.39K

0.01%

M&T BANK CORP

301.82K

Jun 30, 26

-16.13K

0.01%

DCF Advisers, LLC

300.50K

Jun 30, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

295.66K

Jun 30, 26

-2.05K

0.01%

ADELL HARRIMAN & CARPENTER INC

295.20K

Jun 30, 26

+13.50K

0.01%

ProShare Advisors LLC

288.48K

Jun 30, 26

+26.68K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

287.35K

Jun 30, 26

+18.78K

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

287.07K

Jun 30, 26

+17.87K

0.01%

Knollwood Investment Advisory, LLC

282.73K

Jun 30, 26

0.01%

SIMPLEX TRADING, LLC

277.19K

Jun 30, 26

-117.05K

0.01%

US BANCORP \DE\

265.34K

Jun 30, 26

-58.76K

0.01%

PFG Investments, LLC

263.55K

Jun 30, 26

+24.98K

0.01%

Hartree Partners, LP

260.00K

Jun 30, 26

+110.00K

0.01%

Apollon Wealth Management, LLC

258.56K

Jun 30, 26

-9.33K

0.01%

Confluence Wealth Services, Inc.

253.94K

Jun 30, 26

+35.76K

0.01%

Virtu Financial LLC

252.79K

Jun 30, 26

+252.79K

0.01%

North Star Investment Management Corp.

244.60K

Jun 30, 26

+20.16K

0.01%

BALDWIN BROTHERS LLC/MA

240.66K

Jun 30, 26

-11.52K

0.01%

Susquehanna Portfolio Strategies, LLC

239.02K

Jun 30, 26

+90.64K

0.01%

CASTLEARK MANAGEMENT LLC

238.24K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

236.58K

Jun 30, 26

+3.95K

0.01%

PIN OAK INVESTMENT ADVISORS INC

235.53K

Jun 30, 26

-1.01K

0.01%

Capital Analysts, LLC

235.50K

Jun 30, 26

-150

0.01%

Calamos Advisors LLC

230.99K

Jun 30, 26

-15.06K

0.01%

Equitable Holdings, Inc.

230.86K

Jun 30, 26

-2.38K

0.01%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

229.20K

Jun 30, 26

-26.00K

0.01%

Brookstone Capital Management

226.80K

Jun 30, 26

+6.43K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

226.31K

Jun 30, 26

+7.08K

0.01%

American Assets Investment Management, LLC

225.80K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

222.90K

Jun 30, 26

+35.98K

0.01%

Icon Wealth Advisors, LLC

219.12K

Jun 30, 26

-226

0.01%

Mutual Advisors, LLC

218.90K

Jun 30, 26

+2.48K

0.01%

PSI Advisors, LLC

218.88K

Jun 30, 26

+6.17K

0.01%

J.W. COLE ADVISORS, INC.

215.65K

Jun 30, 26

-492

0.01%

HB Wealth Management, LLC

215.50K

Jun 30, 26

+25.23K

0.01%

Independent Advisor Alliance

212.84K

Jun 30, 26

-661

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

212.53K

Jun 30, 26

+5.89K

0.01%

Northern Right Capital Management, L.P.

212.51K

Jun 30, 26

0.01%

180 WEALTH ADVISORS, LLC

211.06K

Jun 30, 26

-640

0.01%

Valeo Financial Advisors, LLC

209.11K

Jun 30, 26

+4.50K

0.01%

SENTINEL TRUST CO LBA

207.00K

Jun 30, 26

0.01%

1900 WEALTH MANAGEMENT LLC

206.73K

Jun 30, 26

+329

0.01%

Integrated Wealth Concepts LLC

204.96K

Jun 30, 26

+48.70K

0.01%

SHEPHERD KAPLAN KROCHUK, LLC

203.52K

Jun 30, 26

-11.44K

0.01%

HOWARD FINANCIAL SERVICES, LTD.

201.50K

Jun 30, 26

+4.35K

0.01%

CAMBIAR INVESTORS LLC

201.32K

Jun 30, 26

-62.36K

0.01%

JBF Capital, Inc.

200.00K

Jun 30, 26

+100.00K

0.01%

Kingsview Wealth Management, LLC

199.17K

Jun 30, 26

+9.25K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

195.74K

Jun 30, 26

+1.63K

0.01%

Lavaca Capital LLC

192.80K

Jun 30, 26

0.01%

MML INVESTORS SERVICES, LLC

189.94K

Jun 30, 26

+83.70K

0.01%

CFM WEALTH PARTNERS LLC

188.86K

Jun 30, 26

0.01%

Almanack Investment Partners, LLC.

188.11K

Jun 30, 26

+158.37K

0.01%

One Charles Private Wealth Services, LLC

186.85K

Jun 30, 26

-591

0.01%

NewEdge Wealth, LLC

186.22K

Jun 30, 26

+13.93K

0.01%

GOLDENTREE ASSET MANAGEMENT LP

184.79K

Jun 30, 26

-75.00K

0.01%

Pinnacle Holdings, LLC

183.75K

Jun 30, 26

-1.32K

0.01%

FAYEZ SAROFIM & CO

183.02K

Jun 30, 26

0.01%

Haverford Trust Co

180.84K

Jun 30, 26

-166

0.01%

Corps Capital Advisors, LLC

179.02K

Jun 30, 26

0.01%

Enclave Advisors LLC

176.06K

Jun 30, 26

-5.43K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

175.69K

Jun 30, 26

+16.04K

0.01%

TERRIL BROTHERS, INC.

175.01K

Jun 30, 26

+800

0.01%

FRANKLIN RESOURCES INC

174.34K

Jun 30, 26

-996

0.01%

IEQ CAPITAL, LLC

174.19K

Jun 30, 26

-11.97K

0.01%

Beverly Hills Private Wealth, LLC

173.37K

Jun 30, 26

-53

0.01%

HARBOUR INVESTMENTS, INC.

172.28K

Jun 30, 26

-634

0.01%

MONECO Advisors, LLC

171.87K

Jun 30, 26

-7.95K

0.00%

Visionary Wealth Advisors

171.70K

Jun 30, 26

+4.35K

0.00%

GFS Advisors, LLC

170.70K

Jun 30, 26

+56.10K

0.00%

Ackerman Capital Advisors, LLC

169.50K

Jun 30, 26

0.00%

Texas Bank & Trust Co

167.72K

Jun 30, 26

+11.76K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

167.59K

Jun 30, 26

+2.63K

0.00%

DAYMARK WEALTH PARTNERS, LLC

166.77K

Jun 30, 26

-33.34K

0.00%

SEGALL BRYANT & HAMILL, LLC

165.50K

Jun 30, 26

0.00%

Aurora Private Wealth, Inc.

164.91K

Jun 30, 26

-18.02K

0.00%

KORNITZER CAPITAL MANAGEMENT INC /KS

164.60K

Jun 30, 26

+2.00K

0.00%

Ellsworth Advisors, LLC

164.34K

Jun 30, 26

+4.05K

0.00%

Prospect Financial Services LLC

163.93K

Jun 30, 26

-1.24K

0.00%

Empire Financial Management Company, LLC

163.21K

Jun 30, 26

-197.63K

0.00%

Cullen Capital Management, LLC

163.18K

Jun 30, 26

-46.74K

0.00%

Spears Abacus Advisors LLC

163.05K

Jun 30, 26

-29.50K

0.00%

Pingora Partners LLC

162.09K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

161.58K

Jun 30, 26

+161.58K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

158.07K

Jun 30, 26

-22.80K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

157.22K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

154.40K

Jun 30, 26

-4.66K

0.00%

Pathway Financial Advisers, LLC

151.33K

Jun 30, 26

+5.50K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

150.08K

Jun 30, 26

+625

0.00%

CVA Family Office, LLC

148.26K

Jun 30, 26

+1.01K

0.00%

Fortitude Family Office, LLC

148.00K

Jun 30, 26

+32.59K

0.00%

WEDBUSH SECURITIES INC

147.53K

Jun 30, 26

+3.82K

0.00%

Sigma Planning Corp

147.16K

Jun 30, 26

+24.91K

0.00%

FORTEM FINANCIAL GROUP, LLC

144.70K

Jun 30, 26

-11.10K

0.00%

Venture Visionary Partners LLC

142.84K

Jun 30, 26

-2.30K

0.00%

Baugh & Associates, LLC

140.33K

Jun 30, 26

-13.75K

0.00%

EP Wealth Advisors, LLC

139.12K

Jun 30, 26

+58.15K

0.00%

Kovack Advisors, Inc.

138.91K

Jun 30, 26

-158.87K

0.00%

OUTFITTER FINANCIAL LLC

137.76K

Jun 30, 26

0.00%

Quent Capital, LLC

137.12K

Jun 30, 26

+133.40K

0.00%

Bank of New York Mellon Corp

137.09K

Jun 30, 26

-35.88K

0.00%

Crescent Grove Advisors, LLC

136.88K

Jun 30, 26

-79.31K

0.00%

FIFTH THIRD BANCORP

136.12K

Jun 30, 26

-10.60K

0.00%

Clarus Group, Inc.

134.90K

Jun 30, 26

+100

0.00%

Sage Investment Counsel LLC

134.81K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

134.66K

Jun 30, 26

+134.66K

0.00%

Arkadios Wealth Advisors

133.39K

Jun 30, 26

-20.28K

0.00%

ACT CAPITAL MANAGEMENT, LLC

133.10K

Jun 30, 26

0.00%

Rockwood Wealth Management, LLC

132.45K

Jun 30, 26

+1.26K

0.00%

Caprock Group, LLC

130.78K

Jun 30, 26

-5.78K

0.00%

Uptown Financial Advisors LLC

128.77K

Jun 30, 26

+40

0.00%

MGO ONE SEVEN LLC

128.25K

Jun 30, 26

+2.09K

0.00%

Wealthcare Advisory Partners LLC

127.61K

Jun 30, 26

-11.87K

0.00%

BANK OF MONTREAL /CAN/

126.78K

Jun 30, 26

-98.98K

0.00%

River Road Asset Management, LLC

126.62K

Jun 30, 26

+20.99K

0.00%

Savant Capital, LLC

126.25K

Jun 30, 26

+87.39K

0.00%

Allworth Financial LP

125.03K

Jun 30, 26

-21.70K

0.00%

ARDSLEY ADVISORY PARTNERS LP

125.00K

Jun 30, 26

+50.00K

0.00%

Broderick Brian C

125.00K

Jun 30, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

124.94K

Jun 30, 26

-942

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

124.66K

Jun 30, 26

-13.19K

0.00%

AE Wealth Management LLC

124.45K

Jun 30, 26

+13.47K

0.00%

RMB Capital Management, LLC

124.27K

Jun 30, 26

-7.86K

0.00%

SEI INVESTMENTS CO

123.42K

Jun 30, 26

+35.71K

0.00%

DV Trading LLC

122.80K

Jun 30, 26

+122.80K

0.00%

HUNTINGTON NATIONAL BANK

122.67K

Jun 30, 26

+13.99K

0.00%

Integrated Advisors Network LLC

122.03K

Jun 30, 26

-32

0.00%

DAVENPORT & Co LLC

120.51K

Jun 30, 26

+5.04K

0.00%

Intellus Advisors LLC

119.18K

Jun 30, 26

+202

0.00%

Fidelis Capital Partners, LLC

117.61K

Jun 30, 26

-100.01K

0.00%

INGALLS & SNYDER LLC

116.87K

Jun 30, 26

+100.00K

0.00%

Capital Asset Advisory Services LLC

115.80K

Jun 30, 26

+115.80K

0.00%

Intellectus Partners, LLC

115.43K

Jun 30, 26

+1.00K

0.00%

Gladstone Institutional Advisory LLC

114.17K

Jun 30, 26

+31.80K

0.00%

WESBANCO BANK INC

113.11K

Jun 30, 26

+6.19K

0.00%

Foundations Investment Advisors, LLC

111.14K

Jun 30, 26

-4.54K

0.00%

Mount Yale Investment Advisors, LLC

110.39K

Jun 30, 26

-2.44K

0.00%

Vestmark Advisory Solutions, Inc.

110.29K

Jun 30, 26

-2.55K

0.00%

Cornerstone Advisory, LLC

109.07K

Jun 30, 26

+2.51K

0.00%

Jacobi Capital Management LLC

108.56K

Jun 30, 26

+312

0.00%

True North Advisors, LLC

106.12K

Jun 30, 26

+106.12K

0.00%

Elemental Capital Partners LLC

104.85K

Jun 30, 26

+56.41K

0.00%

Newbridge Financial Services Group, Inc.

104.21K

Jun 30, 26

+8.34K

0.00%

Quantum Private Wealth, LLC

104.05K

Jun 30, 26

-12.00K

0.00%

CHAPIN DAVIS, INC.

103.91K

Jun 30, 26

+2.85K

0.00%

Huntleigh Advisors, Inc.

103.71K

Jun 30, 26

-8.25K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

103.33K

Jun 30, 26

-6.88K

0.00%

Summit Trail Advisors, LLC

103.01K

Jun 30, 26

+1.16K

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

102.44K

Jun 30, 26

+63

0.00%

Merit Financial Group, LLC

102.06K

Jun 30, 26

+22.72K

0.00%

Legacy Advisors, LLC

101.75K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

101.65K

Jun 30, 26

-1.15K

0.00%

Intrua Financial, LLC

101.46K

Jun 30, 26

-4.75K

0.00%

Ariston Services Group

100.68K

Jun 30, 26

+100.68K

0.00%

Kercheville Advisors, LLC

100.46K

Jun 30, 26

+22.47K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

100.30K

Jun 30, 26

+300

0.00%

FourThought Financial Partners, LLC

100.17K

Jun 30, 26

+2.05K

0.00%

Diversify Advisory Services, LLC

99.79K

Jun 30, 26

+47.59K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

99.79K

Jun 30, 26

+14.91K

0.00%

Dynamic Advisor Solutions LLC

98.87K

Jun 30, 26

+25.42K

0.00%

B. Riley Wealth Advisors, Inc.

98.40K

Jun 30, 26

+4.55K

0.00%

Atlantic Union Bankshares Corp

98.02K

Jun 30, 26

+87.81K

0.00%

IFG Advisory, LLC

97.72K

Jun 30, 26

+51.28K

0.00%

Bramshill Investments, LLC

97.27K

Jun 30, 26

+23.46K

0.00%

Rollins Financial Advisors, LLC

97.21K

Jun 30, 26

+14.48K

0.00%

FIRST MANHATTAN CO. LLC.

96.79K

Jun 30, 26

-8.77K

0.00%

Private Wealth Partners, LLC

96.50K

Jun 30, 26

0.00%

Mountain Lake Investment Management LLC

96.19K

Jun 30, 26

-3.10K

0.00%

SCP Investment, LP

95.40K

Jun 30, 26

+6.80K

0.00%

KIRR MARBACH & CO LLC /IN/

95.39K

Jun 30, 26

-1.40K

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

94.40K

Jun 30, 26

+2.09K

0.00%

CHELSEA COUNSEL CO

94.00K

Jun 30, 26

0.00%

HWG Holdings LP

93.64K

Jun 30, 26

+1.34K

0.00%

TRUST CO OF TOLEDO NA /OH/

92.45K

Jun 30, 26

0.00%

Carrera Capital Advisors

92.17K

Jun 30, 26

+1.50K

0.00%

MSH Capital Advisors LLC

92.02K

Jun 30, 26

+16.97K

0.00%

Pensionmark Financial Group, LLC

90.68K

Jun 30, 26

-21.60K

0.00%

Meixler Investment Management, Ltd.

90.47K

Jun 30, 26

+3.60K

0.00%

REGIONS FINANCIAL CORP

90.28K

Jun 30, 26

+22.76K

0.00%

Rossmore Private Capital

90.00K

Jun 30, 26

0.00%

Alpha Wealth Funds, LLC

89.50K

Jun 30, 26

0.00%

PERSONAL CFO SOLUTIONS, LLC

88.93K

Jun 30, 26

+9.01K

0.00%

McAdam, LLC

88.89K

Jun 30, 26

+3.13K

0.00%

Stablepoint Partners, LLC

88.30K

Jun 30, 26

+2.87K

0.00%

CASCADE INVESTMENT GROUP, INC.

88.05K

Jun 30, 26

-2.65K

0.00%

Wellington Shields Capital Management, LLC

87.42K

Jun 30, 26

-5.19K

0.00%

Western Wealth Management, LLC

87.27K

Jun 30, 26

+943

0.00%

SOA Wealth Advisors, LLC.

87.22K

Jun 30, 26

+11.75K

0.00%

CHASE INVESTMENT COUNSEL CORP

86.87K

Jun 30, 26

0.00%

Virtue Capital Management, LLC

86.23K

Jun 30, 26

-3.02K

0.00%

Summit Financial Strategies, Inc.

85.24K

Jun 30, 26

0.00%

CAPITAL ADVISORS INC/OK

84.08K

Jun 30, 26

-11.58K

0.00%

FORTRESS PRIVATE LEDGER, LLC

83.98K

Jun 30, 26

+6.67K

0.00%

Clear Harbor Asset Management, LLC

83.71K

Jun 30, 26

-450

0.00%

Spire Wealth Management

83.58K

Jun 30, 26

+4.89K

0.00%

Aull & Monroe Investment Management Corp

82.95K

Jun 30, 26

0.00%

Snowden Capital Advisors LLC

81.77K

Jun 30, 26

+416

0.00%

Linscomb & Williams, Inc.

80.73K

Jun 30, 26

-73.95K

0.00%

Enhancing Capital LLC

80.64K

Jun 30, 26

0.00%

Burford Brothers, Inc.

80.58K

Jun 30, 26

-272

0.00%

Northstar Advisory Group, LLC

80.42K

Jun 30, 26

+44

0.00%

Sullivan Wood Capital Management LLC

78.98K

Jun 30, 26

-46.75K

0.00%

GFG Capital, LLC

78.67K

Jun 30, 26

0.00%

Sequoia Financial Advisors, LLC

78.37K

Jun 30, 26

+4.49K

0.00%

Glenview Trust Co

78.31K

Jun 30, 26

0.00%

F/M Investments LLC

77.93K

Jun 30, 26

0.00%

CHOREO, LLC

77.46K

Jun 30, 26

+12.28K

0.00%

Inscription Capital, LLC

77.23K

Jun 30, 26

+60

0.00%

ALBERT D MASON INC

77.08K

Jun 30, 26

+544

0.00%

Fiduciary Group LLC

76.87K

Jun 30, 26

-2.39K

0.00%

Canal Capital Management, LLC

76.39K

Jun 30, 26

+204

0.00%

Argyle Capital Partners, LLC

76.39K

Jun 30, 26

+6.35K

0.00%

Apella Capital, LLC

75.92K

Jun 30, 26

+1.08K

0.00%

IFP Advisors, Inc

75.78K

Jun 30, 26

-3.06K

0.00%

Addis & Hill, Inc

75.66K

Jun 30, 26

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

74.97K

Jun 30, 26

+23

0.00%

Meridian Wealth Management, LLC

74.77K

Jun 30, 26

+2.91K

0.00%

Ameritas Advisory Services, LLC

74.49K

Jun 30, 26

+58.31K

0.00%

Penbrook Management LLC

74.49K

Jun 30, 26

0.00%

Stokes Family Office, LLC

73.79K

Jun 30, 26

0.00%

FIDELITY D & D BANCORP INC

73.22K

Jun 30, 26

0.00%

Cascade Financial Partners, LLC

72.64K

Jun 30, 26

+560

0.00%

NAPLES GLOBAL ADVISORS, LLC

72.05K

Jun 30, 26

+900

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

71.06K

Jun 30, 26

+935

0.00%

ACADIAN ASSET MANAGEMENT LLC

70.42K

Jun 30, 26

+65.11K

0.00%

Arete Wealth Advisors, LLC

70.41K

Jun 30, 26

-4.59K

0.00%

NBC SECURITIES, INC.

70.09K

Jun 30, 26

+38

0.00%

Platform Technology Partners

69.68K

Jun 30, 26

+561

0.00%

CULLEN INVESTMENT GROUP, LTD.

69.40K

Jun 30, 26

+1.50K

0.00%

MISSION WEALTH MANAGEMENT, LP

69.21K

Jun 30, 26

+28.18K

0.00%

NICOLET BANKSHARES INC

69.03K

Jun 30, 26

-16.99K

0.00%

Meridian Wealth Advisors, LLC

68.88K

Jun 30, 26

+514

0.00%

Paragon Capital Management Ltd

68.72K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

68.51K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

67.91K

Jun 30, 26

-22.70K

0.00%

Axiom Investment Management LLC

67.41K

Jun 30, 26

-23.49K

0.00%

Hudson Value Partners, LLC

67.28K

Jun 30, 26

-1.00K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

66.56K

Jun 30, 26

+1.61K

0.00%

LaSalle St. Investment Advisors, LLC

65.76K

Jun 30, 26

+25

0.00%

Stockman Wealth Management, Inc.

65.29K

Jun 30, 26

+1.13K

0.00%

Mattern Wealth Management LLC

64.52K

Jun 30, 26

+15.75K

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

64.47K

Jun 30, 26

+64.47K

0.00%

MONETARY MANAGEMENT GROUP INC

64.00K

Jun 30, 26

0.00%

HBW Advisory Services LLC

63.87K

Jun 30, 26

+2.21K

0.00%

Midwest Trust Co

63.70K

Jun 30, 26

+27.73K

0.00%

Fortis Capital Management LLC

63.23K

Jun 30, 26

+6.75K

0.00%

Gibraltar Capital Management, Inc.

62.99K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

62.90K

Jun 30, 26

+17.88K

0.00%

Autumn Glory Partners, LLC

62.54K

Jun 30, 26

-29.93K

0.00%

Greenline Partners, LLC

62.29K

Jun 30, 26

+1.61K

0.00%

GUGGENHEIM CAPITAL LLC

62.27K

Jun 30, 26

+4.33K

0.00%

Bleakley Financial Group, LLC

61.45K

Jun 30, 26

+5.13K

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

61.45K

Jun 30, 26

+3.23K

0.00%

Gateway Wealth Partners, LLC

61.21K

Jun 30, 26

-58.63K

0.00%

Independent Wealth Network Inc.

60.95K

Jun 30, 26

+2.14K

0.00%

LMG Wealth Partners, LLC

60.13K

Jun 30, 26

0.00%

David R. Rahn & Associates Inc.

60.00K

Jun 30, 26

0.00%

Joseph P. Lucia & Associates, LLC

59.94K

Jun 30, 26

-6.72K

0.00%

Claro Advisors LLC

59.81K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

59.38K

Jun 30, 26

+8.21K

0.00%

Xcel Wealth Management, LLC

58.69K

Jun 30, 26

-300

0.00%

Financial Management Professionals, Inc.

58.35K

Jun 30, 26

-32.74K

0.00%

RAHLFS CAPITAL, LLC

58.23K

Jun 30, 26

0.00%

RFG Advisory, LLC

58.00K

Jun 30, 26

+2.09K

0.00%

Merrion Investment Management Co, LLC

58.00K

Jun 30, 26

0.00%

MACQUARIE MANAGEMENT HOLDINGS, INC.

57.93K

Jun 30, 26

-7.47K

0.00%

Nilsine Partners, LLC

57.27K

Jun 30, 26

-2.90K

0.00%

WCG Wealth Advisors LLC

57.24K

Jun 30, 26

+6.36K

0.00%

HOURGLASS CAPITAL, LLC

57.14K

Jun 30, 26

0.00%

BURNEY CO/

56.45K

Jun 30, 26

-1.85K

0.00%

Olistico Wealth, LLC

56.25K

Jun 30, 26

0.00%

Heritage Wealth Management, Inc.

55.31K

Jun 30, 26

-562

0.00%

Cornerstone Wealth Management, LLC

54.76K

Jun 30, 26

+637

0.00%

Perigon Wealth Management, LLC

54.68K

Jun 30, 26

+2.26K

0.00%

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

54.59K

Jun 30, 26

+5.09K

0.00%

ZEGA Investments, LLC

54.43K

Jun 30, 26

-1.75K

0.00%

Diversified Enterprises, LLC

53.92K

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

53.84K

Jun 30, 26

+757

0.00%

Avidian Wealth Solutions, LLC

53.76K

Jun 30, 26

-51.70K

0.00%

Wealthspire Advisors, LLC

53.38K

Jun 30, 26

+27.09K

0.00%

Bridgewater Advisors Inc.

52.83K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

52.78K

Jun 30, 26

-448

0.00%

HFG Advisors, Inc.

52.33K

Jun 30, 26

0.00%

Chevy Chase Trust Holdings, LLC

52.04K

Jun 30, 26

-500

0.00%

ASSETMARK, INC

51.89K

Jun 30, 26

+38.79K

0.00%

Ausdal Financial Partners, Inc.

51.89K

Jun 30, 26

-1.03K

0.00%

EverSource Wealth Advisors, LLC

51.74K

Jun 30, 26

-1.15K

0.00%

BENJAMIN EDWARDS INC

51.66K

Jun 30, 26

-65

0.00%

Capital Square, LLC

51.37K

Jun 30, 26

+9.90K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

51.36K

Jun 30, 26

+1.18K

0.00%

Corsicana & Co.

51.24K

Jun 30, 26

+400

0.00%

Meriwether Wealth & Planning, LLC

51.01K

Jun 30, 26

+625

0.00%

Compass Financial Group, INC/SD

50.44K

Jun 30, 26

+15

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

50.34K

Jun 30, 26

+173

0.00%

Parallel Advisors, LLC

50.30K

Jun 30, 26

-289

0.00%

Wealth Alliance Advisory Group, LLC

50.26K

Jun 30, 26

-663

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

50.11K

Jun 30, 26

0.00%

Morton Capital Management LLC/CA

49.94K

Jun 30, 26

+671

0.00%

StoneX Group Inc.

49.78K

Jun 30, 26

-7.11K

0.00%

Freestone Capital Holdings, LLC

49.71K

Jun 30, 26

+26.93K

0.00%

Vise Technologies, Inc.

48.30K

Jun 30, 26

+32.81K

0.00%

Triad Wealth Partners, LLC

47.97K

Jun 30, 26

+2.61K

0.00%

BLB&B Advisors, LLC

47.93K

Jun 30, 26

-5.38K

0.00%

CARL STUART INVESTMENT ADVISOR, INC

47.70K

Jun 30, 26

-7.20K

0.00%

Adviser Investments LLC

47.53K

Jun 30, 26

0.00%

Advisor OS, LLC

46.95K

Jun 30, 26

-3.58K

0.00%

NATIONAL BANK OF CANADA /FI/

46.54K

Jun 30, 26

-1.00K

0.00%

Sunbeam Capital Management, LLC

45.99K

Jun 30, 26

+38

0.00%

KCM INVESTMENT ADVISORS LLC

45.70K

Jun 30, 26

0.00%

Oak Harvest Investment Services

45.50K

Jun 30, 26

-1.69K

0.00%

CULLEN/FROST BANKERS, INC.

45.34K

Jun 30, 26

+2.52K

0.00%

Asset Allocation Strategies LLC

45.23K

Jun 30, 26

+738

0.00%

Maia Wealth LLC

45.21K

Jun 30, 26

+339

0.00%

Redhawk Wealth Advisors, Inc.

45.07K

Jun 30, 26

+14.79K

0.00%

SCHULHOFF & CO INC

44.63K

Jun 30, 26

0.00%

PRINCIPAL SECURITIES, INC.

44.48K

Jun 30, 26

+15.10K

0.00%

Fiduciary Alliance LLC

44.39K

Jun 30, 26

+461

0.00%

Hardy Reed LLC

44.04K

Jun 30, 26

0.00%

one8zero8, LLC

43.83K

Jun 30, 26

0.00%

KELLEHER FINANCIAL ADVISORS

43.70K

Jun 30, 26

-42.95K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

43.44K

Jun 30, 26

-1.54K

0.00%

MOODY NATIONAL BANK TRUST DIVISION

43.37K

Jun 30, 26

-29

0.00%

Wellington Shields & Co., LLC

43.10K

Jun 30, 26

+300

0.00%

Ballast, Inc.

43.00K

Jun 30, 26

+43.00K

0.00%

Waterfront Wealth Inc.

42.38K

Jun 30, 26

-1.99K

0.00%

TCTC Holdings, LLC

42.35K

Jun 30, 26

+3.50K

0.00%

Allspring Global Investments Holdings, LLC

42.28K

Jun 30, 26

0.00%

PDS Planning, Inc

42.27K

Jun 30, 26

+18.66K

0.00%

BIP Wealth, LLC

42.07K

Jun 30, 26

+14.90K

0.00%

MMBG INVESTMENT ADVISORS CO.

41.91K

Jun 30, 26

0.00%

NWAM LLC

41.86K

Jun 30, 26

+5.47K

0.00%

MARCO INVESTMENT MANAGEMENT LLC

41.57K

Jun 30, 26

+2.66K

0.00%

NOESIS CAPITAL MANGEMENT CORP

41.56K

Jun 30, 26

+34

0.00%

Bouchey Financial Group Ltd

41.40K

Jun 30, 26

0.00%

FIRST UNITED BANK & TRUST

41.31K

Jun 30, 26

+675

0.00%

CWA Asset Management Group, LLC

40.79K

Jun 30, 26

-2.51K

0.00%

CENTAURUS FINANCIAL, INC.

40.73K

Jun 30, 26

+25.85K

0.00%

XML Financial, LLC

40.34K

Jun 30, 26

-1.30K

0.00%

Lee Financial Co

40.30K

Jun 30, 26

+480

0.00%

FAS Wealth Partners, Inc.

40.13K

Jun 30, 26

+2.63K

0.00%

Samjo Management, LLC

40.00K

Jun 30, 26

0.00%

WealthTrust Axiom LLC

39.78K

Jun 30, 26

0.00%

Diversified Trust Co

39.76K

Jun 30, 26

-2.00K

0.00%

Vanguard Personalized Indexing Management, LLC

39.64K

Jun 30, 26

-1.72K

0.00%

Transcendent Capital Group LLC

39.40K

Jun 30, 26

+5.00K

0.00%

Hurley Capital, LLC

39.06K

Jun 30, 26

+638

0.00%

Kovitz Investment Group Partners, LLC

39.05K

Jun 30, 26

+126

0.00%

Pointe Capital Management LLC

39.01K

Jun 30, 26

0.00%

CHIRON CAPITAL MANAGEMENT, LLC

38.80K

Jun 30, 26

-815

0.00%

Kathmere Capital Management, LLC

38.71K

Jun 30, 26

-2.87K

0.00%

Canvas Wealth Advisors, LLC

38.67K

Jun 30, 26

+14

0.00%

WHALEROCK POINT PARTNERS, LLC

38.00K

Jun 30, 26

+18.60K

0.00%

Stratos Wealth Advisors, LLC

37.87K

Jun 30, 26

+20

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

37.20K

Jun 30, 26

+368

0.00%

HILLTOP WEALTH ADVISORS, LLC

37.18K

Jun 30, 26

0.00%

Sound View Wealth Advisors Group, LLC

37.16K

Jun 30, 26

-9.13K

0.00%

Mallini Complete Financial Planning LLC

36.66K

Jun 30, 26

+105

0.00%

Ancora Advisors, LLC

36.42K

Jun 30, 26

-1.33K

0.00%

Essex Financial Services, Inc.

36.40K

Jun 30, 26

-233

0.00%

GSA CAPITAL PARTNERS LLP

36.31K

Jun 30, 26

+9.22K

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

36.29K

Jun 30, 26

-2.65K

0.00%

Strategic Financial Concepts, LLC

36.12K

Jun 30, 26

+2.34K

0.00%

Nicholson Meyer Capital Management, Inc.

35.98K

Jun 30, 26

-2.72K

0.00%

KPP Advisory Services LLC

35.84K

Jun 30, 26

-1.82K

0.00%

HORAN Wealth, LLC

35.81K

Jun 30, 26

+262

0.00%

JEPPSON WEALTH MANAGEMENT, LLC

35.51K

Jun 30, 26

+2.10K

0.00%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

35.17K

Jun 30, 26

+3.36K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

35.15K

Jun 30, 26

+388

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

35.15K

Jun 30, 26

+23

0.00%

SAGESPRING WEALTH PARTNERS, LLC

35.14K

Jun 30, 26

+9.58K

0.00%

TD Waterhouse Canada Inc.

35.02K

Jun 30, 26

-15.08K

0.00%

ABNER HERRMAN & BROCK LLC

35.00K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

34.71K

Jun 30, 26

-500

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

34.56K

Jun 30, 26

+14.25K

0.00%

ARS Wealth Advisors Group, LLC

34.54K

Jun 30, 26

+154

0.00%

HighPoint Advisor Group LLC

34.51K

Jun 30, 26

-3.84K

0.00%

Wealthstar Advisors, LLC

34.45K

Jun 30, 26

-2.40K

0.00%

Welch Group, LLC

34.26K

Jun 30, 26

+440

0.00%

Tradition Wealth Management, LLC

34.16K

Jun 30, 26

-4.75K

0.00%

Sanibel Captiva Trust Company, Inc.

34.15K

Jun 30, 26

-1.54K

0.00%

Empirical Asset Management, LLC

34.04K

Jun 30, 26

0.00%

BANK OF NOVA SCOTIA

33.74K

Jun 30, 26

+1.11K

0.00%

SFMG, LLC

33.60K

Jun 30, 26

-253

0.00%

BEAM WEALTH ADVISORS, INC.

33.54K

Jun 30, 26

+108

0.00%

Prosperity Consulting Group, LLC

33.52K

Jun 30, 26

-3.37K

0.00%

ROMANO BROTHERS AND COMPANY

33.50K

Jun 30, 26

0.00%

Avantax Planning Partners, Inc.

33.36K

Jun 30, 26

-6.01K

0.00%

JOHNSON INVESTMENT COUNSEL INC

33.34K

Jun 30, 26

-38

0.00%

Chung Wu Investment Group, LLC

33.08K

Jun 30, 26

-1.00K

0.00%

CARRET ASSET MANAGEMENT, LLC

32.63K

Jun 30, 26

+32.63K

0.00%

Trifecta Capital Advisors, LLC

32.30K

Jun 30, 26

0.00%

INVENIO WEALTH PARTNERS LLC

32.22K

Jun 30, 26

+500

0.00%

LAKE STREET FINANCIAL LLC

32.03K

Jun 30, 26

+85

0.00%

Plan Group Financial, LLC

32.01K

Jun 30, 26

-6.69K

0.00%

Sumitomo Mitsui Trust Group, Inc.

32.00K

Jun 30, 26

-56.00K

0.00%

LAZARD ASSET MANAGEMENT LLC

31.98K

Jun 30, 26

+4.21K

0.00%

Ethos Financial Group, LLC

31.78K

Jun 30, 26

+9.49K

0.00%

Southeast Asset Advisors Inc.

31.73K

Jun 30, 26

+22

0.00%

SP Asset Management LLC

31.69K

Jun 30, 26

+516

0.00%

CONNING INC.

31.67K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

31.57K

Jun 30, 26

-403

0.00%

NOVEM GROUP

31.30K

Jun 30, 26

-1.05K

0.00%

BRIGHTON JONES LLC

31.25K

Jun 30, 26

+1.48K

0.00%

Camelot Portfolios, LLC

31.17K

Jun 30, 26

0.00%

HM PAYSON & CO

31.14K

Jun 30, 26

+164

0.00%

Blueprint Financial Advisors LLC

30.71K

Jun 30, 26

-4.74K

0.00%

Blueprint Investment Partners LLC

30.71K

Jun 30, 26

+74

0.00%

Traub Capital Management LLC

30.70K

Jun 30, 26

0.00%

HANCOCK WHITNEY CORP

30.52K

Jun 30, 26

+315

0.00%

Asio Capital, LLC

30.50K

Jun 30, 26

-43.00K

0.00%

SIGNATUREFD, LLC

30.34K

Jun 30, 26

+154

0.00%

Second Line Capital, LLC

30.27K

Jun 30, 26

+44

0.00%

Focus Financial Network, Inc.

30.05K

Jun 30, 26

+8.92K

0.00%

Aspen Grove Capital, LLC

30.00K

Jun 30, 26

0.00%

Black Swift Group, LLC

30.00K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

29.74K

Jun 30, 26

+9.59K

0.00%

King Wealth

29.74K

Jun 30, 26

+500

0.00%

Diligent Investors, LLC

29.36K

Jun 30, 26

-85

0.00%

Fortitude Advisory Group L.L.C.

29.27K

Jun 30, 26

+2.26K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

29.25K

Jun 30, 26

+10.30K

0.00%

FIRST FINANCIAL BANKSHARES INC

29.23K

Jun 30, 26

-9.89K

0.00%

DOLIVER ADVISORS, LP

29.22K

Jun 30, 26

-729

0.00%

Disciplined Investments, LLC

29.22K

Jun 30, 26

+384

0.00%

MV CAPITAL MANAGEMENT, INC.

29.11K

Jun 30, 26

+474

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

29.06K

Jun 30, 26

0.00%

OPTIMA CAPITAL LLC

29.05K

Jun 30, 26

+2.33K

0.00%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

29.02K

Jun 30, 26

0.00%

DMC Group, LLC

29.00K

Jun 30, 26

-1.00K

0.00%

SPRING CAPITAL MANAGEMENT, LLC

29.00K

Jun 30, 26

0.00%

Whipplewood Advisors, LLC

28.92K

Jun 30, 26

0.00%

Signal Advisors Wealth, LLC

28.88K

Jun 30, 26

-11.63K

0.00%

Retirement Investment Advisors, Inc.

28.47K

Jun 30, 26

+254

0.00%

Avion Wealth

28.45K

Jun 30, 26

-2.27K

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

28.34K

Jun 30, 26

+74

0.00%

Summit Financial Wealth Advisors, LLC

28.09K

Jun 30, 26

-146

0.00%

Covenant Asset Management, LLC

27.89K

Jun 30, 26

-125

0.00%

Whalen Wealth Management Inc.

27.71K

Jun 30, 26

+27.71K

0.00%

Seven Springs Wealth Group, LLC

27.56K

Jun 30, 26

0.00%

LongView Wealth Management

27.53K

Jun 30, 26

-684

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

27.43K

Jun 30, 26

-4.00K

0.00%

Provident Investment Management, Inc.

27.39K

Jun 30, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

27.37K

Jun 30, 26

+78

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

27.19K

Jun 30, 26

-506

0.00%

Symphony Financial Services, Inc.

26.94K

Jun 30, 26

+52

0.00%

Magnus Financial Group LLC

26.93K

Jun 30, 26

-8.19K

0.00%

TT Capital Management LLC

26.90K

Jun 30, 26

0.00%

WHITTIER TRUST CO

26.76K

Jun 30, 26

0.00%

FULTON BANK, N.A.

26.72K

Jun 30, 26

0.00%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

26.60K

Jun 30, 26

+302

0.00%

FLC Capital Advisors

26.52K

Jun 30, 26

+107

0.00%

TRITONPOINT WEALTH, LLC

26.23K

Jun 30, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

26.19K

Jun 30, 26

+504

0.00%

Buckingham Strategic Partners

26.17K

Jun 30, 26

-5.82K

0.00%

Aviance Capital Partners, LLC

26.17K

Jun 30, 26

0.00%

Fermata Advisors, LLC

26.10K

Jun 30, 26

-1.60K

0.00%

Fifth Third Wealth Advisors LLC

26.07K

Jun 30, 26

+2.74K

0.00%

Saxony Capital Management, LLC

26.07K

Jun 30, 26

+4.91K

0.00%

Argent Trust Co

26.04K

Jun 30, 26

+529

0.00%

AlphaStar Capital Management, LLC

25.89K

Jun 30, 26

-779

0.00%

SWEENEY & MICHEL, LLC

25.87K

Jun 30, 26

+25.87K

0.00%

Tyche Wealth Partners LLC

25.72K

Jun 30, 26

+2.07K

0.00%

Cyndeo Wealth Partners, LLC

25.65K

Jun 30, 26

-109

0.00%

COOKSON PEIRCE & CO INC

25.65K

Jun 30, 26

0.00%

Atomi Financial Group, Inc.

25.57K

Jun 30, 26

+5.27K

0.00%

M.E. ALLISON & CO., INC.

25.54K

Jun 30, 26

+843

0.00%

Checchi Capital Advisers, LLC

25.44K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

25.30K

Jun 30, 26

+1.85K

0.00%

Waterloo Capital, L.P.

25.30K

Jun 30, 26

-3.69K

0.00%

Aldebaran Financial Inc.

25.25K

Jun 30, 26

0.00%

Financial Partners Group, Inc

25.22K

Jun 30, 26

+386

0.00%

Ulland Investment Advisors, LLC

25.00K

Jun 30, 26

+5.50K

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

24.90K

Jun 30, 26

+5.22K

0.00%

Hartford Financial Management Inc.

24.80K

Jun 30, 26

-1.58K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

24.74K

Jun 30, 26

0.00%

CapWealth Advisors, LLC

24.72K

Jun 30, 26

0.00%

Chancellor Financial Group WB LP

24.70K

Jun 30, 26

+1.40K

0.00%

ROTHSCHILD INVESTMENT LLC

24.47K

Jun 30, 26

0.00%

Foguth Wealth Management, LLC.

24.42K

Jun 30, 26

+100

0.00%

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

24.40K

Jun 30, 26

+3.15K

0.00%

FIRST NATIONAL TRUST CO

24.37K

Jun 30, 26

+24.37K

0.00%

Johnson Financial Group, LLC

24.34K

Jun 30, 26

+24.34K

0.00%

AM INVESTMENT STRATEGIES LLC

24.34K

Jun 30, 26

0.00%

LRI Investments, LLC

24.29K

Jun 30, 26

+12.00K

0.00%

Mayflower Financial Advisors, LLC

24.14K

Jun 30, 26

+7.00K

0.00%

Thrive Wealth Management, LLC

24.09K

Jun 30, 26

-23.00K

0.00%

Canton Hathaway, LLC

24.00K

Jun 30, 26

0.00%

Gruss & Co., LLC

24.00K

Jun 30, 26

0.00%

Main Street Financial Solutions, LLC

23.95K

Jun 30, 26

+2.51K

0.00%

Uniting Wealth Partners, LLC

23.90K

Jun 30, 26

+11

0.00%

1ST SOURCE BANK

23.89K

Jun 30, 26

0.00%

Amplius Wealth Advisors, LLC

23.89K

Jun 30, 26

+5.00K

0.00%

YOUNGS ADVISORY GROUP, INC.

23.79K

Jun 30, 26

+10

0.00%

Chesley Taft & Associates LLC

23.79K

Jun 30, 26

0.00%

Freedom Day Solutions, LLC

23.77K

Jun 30, 26

+23.77K

0.00%

SAXON INTERESTS, INC.

23.65K

Jun 30, 26

+132

0.00%

SITTNER & NELSON, LLC

23.60K

Jun 30, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

23.54K

Jun 30, 26

-438

0.00%

Conservest Capital Advisors, Inc.

23.26K

Jun 30, 26

-3.97K

0.00%

NorthRock Partners, LLC

23.21K

Jun 30, 26

-1.01K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

23.13K

Jun 30, 26

+23.13K

0.00%

MADDEN SECURITIES Corp

23.01K

Jun 30, 26

+14

0.00%

CAMPBELL CAPITAL MANAGEMENT INC

23.00K

Jun 30, 26

-100.30K

0.00%

Simplicity Wealth,LLC

22.88K

Jun 30, 26

+22.88K

0.00%

CERTUITY, LLC

22.82K

Jun 30, 26

+4.00K

0.00%

State of Wyoming

22.82K

Jun 30, 26

+548

0.00%

SeaCrest Wealth Management, LLC

22.80K

Jun 30, 26

-12.49K

0.00%

Foster Victor Wealth Advisors, LLC

22.80K

Jun 30, 26

+116

0.00%

GREATMARK INVESTMENT PARTNERS, INC.

22.71K

Jun 30, 26

+5.00K

0.00%

WORLD EQUITY GROUP, INC.

22.70K

Jun 30, 26

+74

0.00%

Laidlaw Wealth Management LLC

22.58K

Jun 30, 26

-4.25K

0.00%

WP Advisors, LLC

22.54K

Jun 30, 26

+3.27K

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

22.52K

Jun 30, 26

+2.62K

0.00%

ACT WEALTH MANAGEMENT, LLC

22.50K

Jun 30, 26

0.00%

Papamarkou Wellner Asset Management inc.

22.49K

Jun 30, 26

0.00%

Red Door Wealth Management, LLC

22.42K

Jun 30, 26

+11

0.00%

Carnegie Capital Asset Management, LLC

22.34K

Jun 30, 26

-41

0.00%

Geneos Wealth Management Inc.

22.32K

Jun 30, 26

+402

0.00%

CENTRAL TRUST Co

22.20K

Jun 30, 26

+2.04K

0.00%

BRAVE ASSET MANAGEMENT INC

22.18K

Jun 30, 26

-1.00K

0.00%

Belfer Management LLC

22.16K

Jun 30, 26

-5.33K

0.00%

Sage Capital Management, LLC

22.09K

Jun 30, 26

0.00%

YARGER WEALTH STRATEGIES, LLC

21.95K

Jun 30, 26

+357

0.00%

Michels Family Financial, LLC

21.93K

Jun 30, 26

+262

0.00%

HARRELL INVESTMENT PARTNERS, LLC

21.93K

Jun 30, 26

+7.86K

0.00%

Nicholas Hoffman & Company, LLC.

21.92K

Jun 30, 26

0.00%

Gradient Investments LLC

21.87K

Jun 30, 26

-2.33K

0.00%

SPINNAKER TRUST

21.80K

Jun 30, 26

+3.00K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

21.55K

Jun 30, 26

-500

0.00%

Wescott Financial Advisory Group, LLC

21.52K

Jun 30, 26

0.00%

Cadent Capital Advisors, LLC

21.52K

Jun 30, 26

-249

0.00%

C2C Wealth Management, LLC

21.49K

Jun 30, 26

-2.30K

0.00%

BERKSHIRE ASSET MANAGEMENT LLC/PA

21.47K

Jun 30, 26

0.00%

AFFINITY WEALTH MANAGEMENT LLC

21.42K

Jun 30, 26

-61

0.00%

Granite Group Advisors, LLC

21.39K

Jun 30, 26

-3.18K

0.00%

Tranquility Partners, LLC

21.25K

Jun 30, 26

+325

0.00%

WHITE PINE CAPITAL LLC

21.23K

Jun 30, 26

0.00%

Naviter Wealth, LLC

21.10K

Jun 30, 26

+3.95K

0.00%

MINDSET WEALTH MANAGEMENT, LLC

21.04K

Jun 30, 26

+4.50K

0.00%

RiverGlades Family Offices LLC

21.00K

Jun 30, 26

0.00%

Heritage Trust Co

20.83K

Jun 30, 26

0.00%

Edgemoor Investment Advisors, Inc.

20.79K

Jun 30, 26

+168

0.00%

E&G Advisors, LP

20.71K

Jun 30, 26

-72

0.00%

Mattson Financial Services, LLC

20.64K

Jun 30, 26

0.00%

Tepp RIA, LLC

20.54K

Jun 30, 26

0.00%

SEARLE & CO.

20.50K

Jun 30, 26

+775

0.00%

EASTERN BANK

20.44K

Jun 30, 26

0.00%

JBR Co Financial Management Inc

20.39K

Jun 30, 26

0.00%

Legacy Financial Strategies, LLC

20.39K

Jun 30, 26

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

20.38K

Jun 30, 26

-1.23K

0.00%

AGF MANAGEMENT LTD

20.18K

Jun 30, 26

0.00%

KENNEDY INVESTMENT GROUP

20.04K

Jun 30, 26

+328

0.00%

Weil Company, Inc.

19.98K

Jun 30, 26

+20

0.00%

Bogart Wealth, LLC

19.93K

Jun 30, 26

0.00%

Shepherd Financial Partners LLC

19.91K

Jun 30, 26

+23

0.00%

United Advisor Group, LLC

19.86K

Jun 30, 26

0.00%

NAVELLIER & ASSOCIATES INC

19.75K

Jun 30, 26

0.00%

NATIXIS ADVISORS, L.P.

19.64K

Jun 30, 26

-2.80K

0.00%

Koshinski Asset Management, Inc.

19.62K

Jun 30, 26

-3.45K

0.00%

GDS Wealth Management

19.39K

Jun 30, 26

+527

0.00%

Purkiss Capital Advisors LLC

19.30K

Jun 30, 26

+154

0.00%

Resources Investment Advisors, LLC.

19.28K

Jun 30, 26

+1.15K

0.00%

Westover Capital Advisors, LLC

19.20K

Jun 30, 26

0.00%

Family Management Corp

19.16K

Jun 30, 26

0.00%

Modera Wealth Management, LLC

19.12K

Jun 30, 26

+1.58K

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

19.00K

Jun 30, 26

0.00%

Van Hulzen Asset Management, LLC

18.92K

Jun 30, 26

0.00%

Trueblood Wealth Management, LLC

18.85K

Jun 30, 26

0.00%

Savvy Advisors, Inc.

18.84K

Jun 30, 26

+2.23K

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

18.79K

Jun 30, 26

-2.30K

0.00%

Bank of New Hampshire

18.78K

Jun 30, 26

+2.42K

0.00%

18.73K

Jun 30, 26

+23

0.00%

Finer Wealth Management, Inc.

18.70K

Jun 30, 26

-6.25K

0.00%

Salvus Wealth Management, LLC

18.67K

Jun 30, 26

0.00%

Fulcrum Asset Management LLP

18.66K

Jun 30, 26

0.00%

Cypress Capital Group

18.60K

Jun 30, 26

-16

0.00%

Miracle Mile Advisors, LLC

18.56K

Jun 30, 26

+18.56K

0.00%

Purus Wealth Management, LLC

18.50K

Jun 30, 26

+2.50K

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

18.49K

Jun 30, 26

-219

0.00%

HARMONY ASSET MANAGEMENT LLC

18.46K

Jun 30, 26

-176

0.00%

Arista Wealth Management, LLC

18.44K

Jun 30, 26

0.00%

Grey Fox Wealth Advisors, LLC

18.42K

Jun 30, 26

-6

0.00%

Opus Capital Group, LLC

18.40K

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

18.33K

Jun 30, 26

+16.50K

0.00%

Bison Wealth, LLC

18.25K

Jun 30, 26

+1.20K

0.00%

Gotham Asset Management, LLC

18.25K

Jun 30, 26

0.00%

American Money Management, LLC

18.09K

Jun 30, 26

0.00%

New Republic Capital, LLC

18.07K

Jun 30, 26

+34

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

18.05K

Jun 30, 26

0.00%

Holistic Planning, LLC

18.04K

Jun 30, 26

+21

0.00%

Federation des caisses Desjardins du Quebec

17.84K

Jun 30, 26

-4.03K

0.00%

Advisory Alpha, LLC

17.80K

Jun 30, 26

+164

0.00%

Trek Financial, LLC

17.79K

Jun 30, 26

+3.10K

0.00%

SIG BROKERAGE, LP

17.71K

Jun 30, 26

+17.71K

0.00%

Csenge Advisory Group

17.63K

Jun 30, 26

+233

0.00%

Newman Dignan & Sheerar, Inc.

17.58K

Jun 30, 26

+263

0.00%

LEGACY FINANCIAL GROUP, INC.

17.55K

Jun 30, 26

+17.55K

0.00%

Archer Investment Corp

17.50K

Jun 30, 26

+16.70K

0.00%

Symmetry Partners, LLC

17.50K

Jun 30, 26

+2.07K

0.00%

RiverTree Advisors, LLC

17.50K

Jun 30, 26

0.00%

Soltis Investment Advisors LLC

17.49K

Jun 30, 26

+17.49K

0.00%

VISTA INVESTMENT PARTNERS LLC

17.49K

Jun 30, 26

-655

0.00%

Curated Wealth Partners LLC

17.45K

Jun 30, 26

0.00%

Wealth Dimensions Group, Ltd.

17.36K

Jun 30, 26

+91

0.00%

Cornerstone Select Advisors, LLC

17.34K

Jun 30, 26

+284

0.00%

Wealth Quarterback LLC

17.31K

Jun 30, 26

0.00%

Krilogy Financial LLC

17.25K

Jun 30, 26

0.00%

AssuredPartners Investment Advisors, LLC

17.25K

Jun 30, 26

-3.34K

0.00%

Kingsman Wealth Management, Inc.

17.22K

Jun 30, 26

-1.88K

0.00%

Highlander Partners, L.P.

17.08K

Jun 30, 26

0.00%

Real Talk Capital, LLC

17.08K

Jun 30, 26

+1.34K

0.00%

Leisure Capital Management

17.01K

Jun 30, 26

0.00%

Taylor & Morgan Wealth Management, LLC

16.98K

Jun 30, 26

+277

0.00%

Crumly & Associates Inc.

16.95K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

16.93K

Jun 30, 26

0.00%

Douglass Winthrop Advisors, LLC

16.85K

Jun 30, 26

0.00%

HBK Sorce Advisory LLC

16.77K

Jun 30, 26

-1.78K

0.00%

WEST MICHIGAN ADVISORS, LLC

16.74K

Jun 30, 26

0.00%

Bedel Financial Consulting, Inc.

16.74K

Jun 30, 26

+72

0.00%

CHILTON CAPITAL MANAGEMENT LLC

16.70K

Jun 30, 26

+14.70K

0.00%

READYSTATE ASSET MANAGEMENT LP

16.60K

Jun 30, 26

+16.60K

0.00%

Hobbs Group Advisors, LLC

16.55K

Jun 30, 26

0.00%

Teamwork Financial Advisors, LLC

16.46K

Jun 30, 26

-522

0.00%

NOVARE CAPITAL MANAGEMENT LLC

16.43K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

16.42K

Jun 30, 26

0.00%

Professional Financial Advisors, LLC

16.40K

Jun 30, 26

0.00%

Disciplined Investors, L.L.C.

16.32K

Jun 30, 26

-394

0.00%

Sovereign Financial Group, Inc.

16.13K

Jun 30, 26

+1.00K

0.00%

Evergreen Wealth Solutions, LLC

16.13K

Jun 30, 26

+648

0.00%

Quadcap Wealth Management, LLC

16.07K

Jun 30, 26

+244

0.00%

LEIGH BALDWIN & CO., LLC

16.01K

Jun 30, 26

-385

0.00%

Apollon Financial, LLC

16.00K

Jun 30, 26

0.00%

Consilium Wealth Advisory, LLC

16.00K

Jun 30, 26

0.00%

Probity Advisors, Inc.

15.98K

Jun 30, 26

-172

0.00%

QRG CAPITAL MANAGEMENT, INC.

15.93K

Jun 30, 26

+54

0.00%

Ronald Blue Trust, Inc.

15.92K

Jun 30, 26

-216

0.00%

CNB Bank

15.90K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

15.86K

Jun 30, 26

+407

0.00%

Helium Advisors LLC

15.82K

Jun 30, 26

-215

0.00%

ARK & TLK INVESTMENTS, LLC

15.80K

Jun 30, 26

+404

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

15.76K

Jun 30, 26

-500

0.00%

Capital Investment Advisory Services, LLC

15.75K

Jun 30, 26

-1.15K

0.00%

Verity & Verity, LLC

15.75K

Jun 30, 26

-2.13K

0.00%

Westbourne Investment Advisors, Inc.

15.70K

Jun 30, 26

0.00%

Root Financial Partners, LLC

15.64K

Jun 30, 26

0.00%

Seelaus Asset Management LLC

15.58K

Jun 30, 26

0.00%

Westwood Wealth Management

15.55K

Jun 30, 26

+46

0.00%

Regent Peak Wealth Advisors LLC

15.54K

Jun 30, 26

0.00%

BTG Pactual Asset Management US LLC

15.52K

Jun 30, 26

+1.57K

0.00%

Steel Peak Wealth Management LLC

15.52K

Jun 30, 26

-1.88K

0.00%

J HAGAN CAPITAL, INC.

15.45K

Jun 30, 26

+268

0.00%

LBMC INVESTMENT ADVISORS, LLC

15.41K

Jun 30, 26

+1.56K

0.00%

BESSEMER GROUP INC

15.34K

Jun 30, 26

+400

0.00%

PRIVATE TRUST CO NA

15.32K

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

15.32K

Jun 30, 26

0.00%

Inspire Advisors, LLC

15.29K

Jun 30, 26

-56.27K

0.00%

First PREMIER Bank

15.29K

Jun 30, 26

0.00%

Herold Advisors, Inc.

15.22K

Jun 30, 26

+1.90K

0.00%

Secure Asset Management, LLC

15.21K

Jun 30, 26

-4.41K

0.00%

SkyOak Wealth, LLC

15.21K

Jun 30, 26

-384

0.00%

NEVILLE RODIE & SHAW INC

15.18K

Jun 30, 26

0.00%

Robertson Stephens Wealth Management, LLC

15.17K

Jun 30, 26

+2.28K

0.00%

GAMCO INVESTORS, INC. ET AL

15.10K

Jun 30, 26

-10.00K

0.00%

Calamos Wealth Management LLC

15.06K

Jun 30, 26

0.00%

PRIMORIS WEALTH ADVISORS, LLC

15.00K

Jun 30, 26

0.00%

Rossby Financial, LCC

15.00K

Jun 30, 26

0.00%

Brave Warrior Advisors, LLC

15.00K

Jun 30, 26

0.00%

Ellenbecker Investment Group

14.97K

Jun 30, 26

+238

0.00%

CURA WEALTH ADVISORS, LLC

14.59K

Jun 30, 26

+43

0.00%

Baird Financial Group, Inc.

14.50K

Jun 30, 26

+4.50K

0.00%

Annex Advisory Services, LLC

14.49K

Jun 30, 26

+51

0.00%

Sound Income Strategies, LLC

14.48K

Jun 30, 26

-211

0.00%

AQR CAPITAL MANAGEMENT LLC

14.45K

Jun 30, 26

-1.42K

0.00%

Core Wealth Partners LLC

14.39K

Jun 30, 26

-2.00K

0.00%

Safeguard Investment Advisory Group, LLC

14.35K

Jun 30, 26

+163

0.00%

Verdence Capital Advisors LLC

14.29K

Jun 30, 26

+29

0.00%

PCG Wealth Advisors, LLC

14.26K

Jun 30, 26

-5.80K

0.00%

Patriot Financial Group Insurance Agency, LLC

14.23K

Jun 30, 26

-14.77K

0.00%

WELCH & FORBES LLC

14.23K

Jun 30, 26

+14.23K

0.00%

Castleview Partners, LLC

14.18K

Jun 30, 26

+40

0.00%

Procyon Advisors, LLC

14.18K

Jun 30, 26

-130.69K

0.00%

Wedmont Private Capital

14.14K

Jun 30, 26

-10.17K

0.00%

Attessa Capital LLC

14.10K

Jun 30, 26

+14.10K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

14.08K

Jun 30, 26

-1.81K

0.00%

KG&L Capital Management,LLC

14.05K

Jun 30, 26

-300

0.00%

Avos Capital Management, LLC

14.03K

Jun 30, 26

-65.33K

0.00%

Modus Advisors, LLC

13.99K

Jun 30, 26

+3.13K

0.00%

BRADLEY FOSTER & SARGENT INC/CT

13.88K

Jun 30, 26

0.00%

Euro Pacific Asset Management, LLC

13.87K

Jun 30, 26

-495

0.00%

Tactive Advisors, LLC

13.83K

Jun 30, 26

-3.22K

0.00%

WEALTH EFFECTS LLC

13.81K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

13.78K

Jun 30, 26

0.00%

Kiker Wealth Management, LLC

13.78K

Jun 30, 26

+500

0.00%

O'Brien Greene & Co. Inc

13.77K

Jun 30, 26

+13.77K

0.00%

Walker Asset Management, LLC

13.66K

Jun 30, 26

+223

0.00%

Founders Financial Alliance, LLC

13.61K

Jun 30, 26

+38

0.00%

Nalls Sherbakoff Group, LLC

13.56K

Jun 30, 26

0.00%

VIAWEALTH, LLC

13.54K

Jun 30, 26

+19

0.00%

BWM Planning, LLC

13.53K

Jun 30, 26

+216

0.00%

WOODWARD DIVERSIFIED CAPITAL, LLC

13.51K

Jun 30, 26

0.00%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

13.47K

Jun 30, 26

+13.47K

0.00%

Cypress Capital Management LLC (WY)

13.44K

Jun 30, 26

+509

0.00%

DAVIS R M INC

13.43K

Jun 30, 26

-2.50K

0.00%

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

13.42K

Jun 30, 26

-70

0.00%

AlphaCore Capital LLC

13.41K

Jun 30, 26

+1.81K

0.00%

GUYASUTA INVESTMENT ADVISORS INC

13.39K

Jun 30, 26

+62

0.00%

Amplify Investments, LLC

13.34K

Jun 30, 26

+2.00K

0.00%

Delap Wealth Advisory, LLC

13.30K

Jun 30, 26

+217

0.00%

Advisor Resource Council

13.29K

Jun 30, 26

+1.11K

0.00%

Atlas Brown,Inc.

13.29K

Jun 30, 26

0.00%

Wolff Financial Management LLC

13.26K

Jun 30, 26

+20

0.00%

PARK AVENUE SECURITIES LLC

13.19K

Jun 30, 26

+1.95K

0.00%

Successful Portfolios LLC

13.17K

Jun 30, 26

+256

0.00%

Formidable Asset Management, LLC

13.16K

Jun 30, 26

+625

0.00%

Retirement Planning Group

13.08K

Jun 30, 26

+13.08K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.05K

Jun 30, 26

+250

0.00%

Greenwich Wealth Management LLC

13.04K

Jun 30, 26

+31

0.00%

WT Wealth Management

13.04K

Jun 30, 26

+218

0.00%

Pettinga Financial Advisors, LLC

13.01K

Jun 30, 26

-135

0.00%

Ruggaard & Associates LLC

12.99K

Jun 30, 26

0.00%

Talisman Wealth Advisors LLC

12.91K

Jun 30, 26

+708

0.00%

RMR Wealth Builders

12.90K

Jun 30, 26

+510

0.00%

JIM SAULNIER & ASSOCIATES, LLC

12.90K

Jun 30, 26

+210

0.00%

GRIMES & COMPANY, INC.

12.77K

Jun 30, 26

+213

0.00%

Principal Street Partners, LLC

12.67K

Jun 30, 26

0.00%

PENNINGTON PARTNERS & CO., LLC

12.60K

Jun 30, 26

0.00%

Gryphon Financial Partners LLC

12.58K

Jun 30, 26

-1.49K

0.00%

UMB Bank, n.a.

12.55K

Jun 30, 26

-500

0.00%

TOMPKINS FINANCIAL CORP

12.50K

Jun 30, 26

0.00%

Argent Advisors, Inc.

12.47K

Jun 30, 26

-17.33K

0.00%

SMITH, MOORE & CO.

12.46K

Jun 30, 26

+21

0.00%

Next Level Wealth Planning, LLC

12.42K

Jun 30, 26

-2.00K

0.00%

NORTHCAPE WEALTH MANAGEMENT, LLC

12.40K

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

12.40K

Jun 30, 26

0.00%

Centurion Wealth Management LLC

12.40K

Jun 30, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

12.35K

Jun 30, 26

+12.35K

0.00%

First Trust Capital Management L.P.

12.35K

Jun 30, 26

0.00%

CULLINAN ASSOCIATES INC

12.30K

Jun 30, 26

0.00%

Phillips Wealth Planners LLC

12.21K

Jun 30, 26

-67

0.00%

WOODMONT INVESTMENT COUNSEL LLC

12.10K

Jun 30, 26

+12.10K

0.00%

ALLIUM FINANCIAL ADVISORS, LLC

12.08K

Jun 30, 26

+151

0.00%

Lewis Asset Management, LLC

12.02K

Jun 30, 26

+1.02K

0.00%

Ellis Investment Partners, LLC

12.02K

Jun 30, 26

+146

0.00%

HALL LAURIE J TRUSTEE

12.00K

Jun 30, 26

0.00%

ALPINE WOODS CAPITAL INVESTORS, LLC

12.00K

Jun 30, 26

-2.40K

0.00%

SYM FINANCIAL Corp

11.87K

Jun 30, 26

0.00%

Hardin Capital Partners, LLC

11.86K

Jun 30, 26

0.00%

WealthCare Investment Partners, LLC

11.82K

Jun 30, 26

+11.82K

0.00%

Bridgewealth Advisory Group, LLC

11.80K

Jun 30, 26

+194

0.00%

Indiana Trust & Investment Management CO

11.80K

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

11.53K

Jun 30, 26

+795

0.00%

COMMUNITY TRUST & INVESTMENT CO

11.52K

Jun 30, 26

0.00%

EagleClaw Capital Managment, LLC

11.50K

Jun 30, 26

0.00%

Veery Capital, LLC

11.50K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

11.48K

Jun 30, 26

-3.60K

0.00%

Atlas Private Wealth Advisors

11.47K

Jun 30, 26

+186

0.00%

Perennial Investment Advisors, LLC

11.45K

Jun 30, 26

-1.08K

0.00%

Atria Investments, Inc

11.44K

Jun 30, 26

+11.44K

0.00%

W.H. Cornerstone Investments Inc.

11.39K

Jun 30, 26

+11.39K

0.00%

SENTINEL WEALTH MANAGEMENT, INC.

11.18K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

11.17K

Jun 30, 26

+1.45K

0.00%

Stokes Capital Advisors, LLC

11.17K

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

11.10K

Jun 30, 26

+300

0.00%

Stonebridge Financial Group, LLC

11.00K

Jun 30, 26

-1.00K

0.00%

Relyea Zuckerberg Hanson LLC

11.00K

Jun 30, 26

0.00%

AMI INVESTMENT MANAGEMENT INC

11.00K

Jun 30, 26

0.00%

Regal Investment Advisors LLC

10.98K

Jun 30, 26

-1.28K

0.00%

Resolute Wealth Strategies, LLC

10.91K

Jun 30, 26

+10.91K

0.00%

FIRST INTERSTATE BANK

10.89K

Jun 30, 26

-612

0.00%

Arrow Investment Advisors, LLC

10.87K

Jun 30, 26

+505

0.00%

L & S Advisors Inc

10.81K

Jun 30, 26

0.00%

PHILADELPHIA TRUST CO

10.75K

Jun 30, 26

+10.75K

0.00%

IronBridge Private Wealth, LLC

10.73K

Jun 30, 26

+28

0.00%

Forbes Financial Planning, Inc.

10.70K

Jun 30, 26

+10.70K

0.00%

McCarthy Asset Management, Inc.

10.67K

Jun 30, 26

+10.67K

0.00%

Proficio Capital Partners LLC

10.61K

Jun 30, 26

+10.61K

0.00%

Worth Asset Management, LLC

10.55K

Jun 30, 26

+27

0.00%

Prosperity Financial Group, Inc.

10.55K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

10.54K

Jun 30, 26

+2.58K

0.00%

Reliant Investment Partners, LLC

10.53K

Jun 30, 26

+10.53K

0.00%

Ryan Investment Management, Inc.

10.47K

Jun 30, 26

+10.47K

0.00%

Index Fund Advisors, Inc.

10.46K

Jun 30, 26

+10.46K

0.00%

Core Wealth Advisors, Inc.

10.41K

Jun 30, 26

0.00%

HOLDERNESS INVESTMENTS CO

10.41K

Jun 30, 26

0.00%

Buska Wealth Management, LLC

10.40K

Jun 30, 26

-1.42K

0.00%

WBH ADVISORY INC

10.40K

Jun 30, 26

+10.40K

0.00%

LYELL WEALTH MANAGEMENT, LP

10.35K

Jun 30, 26

0.00%

Virtus Investment Advisers, Inc.

10.34K

Jun 30, 26

+456

0.00%

Old North State Trust, LLC

10.24K

Jun 30, 26

0.00%

TRUE Private Wealth Advisors

10.14K

Jun 30, 26

+80

0.00%

First Bancorp, Inc /ME/

10.14K

Jun 30, 26

+10.14K

0.00%

ZACKS INVESTMENT MANAGEMENT

10.14K

Jun 30, 26

-382

0.00%

Squire Investment Management Company, LLC

10.11K

Jun 30, 26

+10.11K

0.00%

PARTNERS WEALTH MANAGEMENT, LLC

10.10K

Jun 30, 26

+20

0.00%

First Heartland Consultants, Inc.

10.07K

Jun 30, 26

-1.23K

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

10.03K

Jun 30, 26

0.00%

Altus Wealth Group LLC

10.01K

Jun 30, 26

-300

0.00%

CITY HOLDING CO

10.00K

Jun 30, 26

0.00%

THOMPSON DAVIS & CO., INC.

10.00K

Jun 30, 26

-100

0.00%

Quantum Financial Planning Services, Inc.

10.00K

Jun 30, 26

0.00%

Clear Point Advisors Inc.

10.00K

Jun 30, 26

0.00%

STEVENS CAPITAL PARTNERS

10.00K

Jun 30, 26

+10.00K

0.00%

WHITTIER TRUST CO OF NEVADA INC

9.92K

Jun 30, 26

-247.56K

0.00%

Orion Capital Management LLC

9.63K

Jun 30, 26

+157

0.00%

Operose Advisors LLC

9.56K

Jun 30, 26

0.00%

Fairman Group, LLC

9.15K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

8.96K

Jun 30, 26

+158

0.00%

SILVER OAK SECURITIES, INCORPORATED

8.82K

Jun 30, 26

+8.82K

0.00%

Parvin Asset Management, LLC

8.78K

Jun 30, 26

-1.35K

0.00%

American Capital Advisory, LLC

8.70K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

8.47K

Jun 30, 26

-310

0.00%

IAG Wealth Partners, LLC

8.40K

Jun 30, 26

-2.55K

0.00%

Financial Gravity Companies, Inc.

8.40K

Jun 30, 26

+8.40K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

8.11K

Jun 30, 26

-5.81K

0.00%

Nemes Rush Group LLC

8.09K

Jun 30, 26

0.00%

Kings Path Partners LLC

8.00K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

7.83K

Jun 30, 26

+3.66K

0.00%

Key FInancial Inc

7.35K

Jun 30, 26

+4.69K

0.00%

MOTCO

7.33K

Jun 30, 26

0.00%

Security National Bank

7.00K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

6.98K

Jun 30, 26

0.00%

ADIRONDACK TRUST CO

6.95K

Jun 30, 26

0.00%

CX Institutional

6.71K

Jun 30, 26

-996

0.00%

MCF Advisors LLC

6.70K

Jun 30, 26

+23

0.00%

Oakworth Capital, Inc.

6.63K

Jun 30, 26

+6.63K

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

6.38K

Jun 30, 26

+6.38K

0.00%

Concord Wealth Partners

6.32K

Jun 30, 26

+6.32K

0.00%

PROFFITT & GOODSON INC

6.26K

Jun 30, 26

0.00%

S.A. Mason LLC

6.18K

Jun 30, 26

+6.18K

0.00%

Institute for Wealth Management, LLC.

6.12K

Jun 30, 26

+6.12K

0.00%

Solstein Capital, LLC

5.93K

Jun 30, 26

0.00%

Founders Capital Management

5.80K

Jun 30, 26

0.00%

BankPlus Trust Department

5.67K

Jun 30, 26

0.00%

Hilltop National Bank

5.58K

Jun 30, 26

0.00%

Hara Capital LLC

5.50K

Jun 30, 26

0.00%

Citizens National Bank Trust Department

5.48K

Jun 30, 26

0.00%

Arlington Trust Co LLC

5.43K

Jun 30, 26

0.00%

Blue Owl Capital Holdings LP

5.33K

Jun 30, 26

0.00%

Heritage Wealth Advisors

5.10K

Jun 30, 26

+5.10K

0.00%

Elequin Securities, LLC

5.07K

Jun 30, 26

+2.40K

0.00%

ZAZOVE ASSOCIATES LLC

5.00K

Jun 30, 26

0.00%

Strategic Advocates LLC

5.00K

Jun 30, 26

0.00%

Mechanics Financial Corp

5.00K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

4.96K

Jun 30, 26

+1.85K

0.00%

ATWOOD & PALMER INC

4.82K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

4.75K

Jun 30, 26

+13

0.00%

Capital Advisors, Ltd. LLC

4.63K

Jun 30, 26

+76

0.00%

Strategic Wealth Partners, Ltd.

4.49K

Jun 30, 26

-1.22K

0.00%

Estabrook Capital Management

4.45K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

4.32K

Jun 30, 26

+433

0.00%

HOLLENCREST CAPITAL MANAGEMENT

4.26K

Jun 30, 26

-1.24K

0.00%

GODSEY & GIBB, INC

4.05K

Jun 30, 26

0.00%

Colonial Trust Advisors

3.84K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

3.61K

Jun 30, 26

0.00%

KELLY LAWRENCE W & ASSOCIATES INC/CA

3.60K

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

3.59K

Jun 30, 26

+292

0.00%

FIRST HORIZON CORP

3.53K

Jun 30, 26

-337

0.00%

ARMSTRONG ADVISORY GROUP, INC

3.50K

Jun 30, 26

+36

0.00%

Glen Eagle Advisors, LLC

3.39K

Jun 30, 26

0.00%

Manchester Capital Management LLC

3.33K

Jun 30, 26

0.00%

Continuum Advisory, LLC

3.29K

Jun 30, 26

+3.29K

0.00%

Golden State Wealth Management, LLC

3.27K

Jun 30, 26

+617

0.00%

Quaker Wealth Management, LLC

3.23K

Jun 30, 26

+37

0.00%

Community Bank, N.A.

3.20K

Jun 30, 26

0.00%

TSFG, LLC

3.17K

Jun 30, 26

+33

0.00%

ALBION FINANCIAL GROUP /UT

3.17K

Jun 30, 26

+52

0.00%

Smithfield Trust Co

3.17K

Jun 30, 26

0.00%

Kozak & Associates, Inc.

3.16K

Jun 30, 26

+18

0.00%

Rosenberg Matthew Hamilton

3.15K

Jun 30, 26

-281

0.00%

GHP Investment Advisors, Inc.

3.08K

Jun 30, 26

-30

0.00%

10Elms LLP

3.06K

Jun 30, 26

+2.67K

0.00%

Grove Bank & Trust

3.00K

Jun 30, 26

+3.00K

0.00%

BOK Financial Private Wealth, Inc.

2.96K

Jun 30, 26

+2.96K

0.00%

VESTOR CAPITAL, LLC

2.94K

Jun 30, 26

+2.94K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.94K

Jun 30, 26

+1.09K

0.00%

SOUTH PLAINS FINANCIAL, INC.

2.78K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

2.74K

Jun 30, 26

+24

0.00%

Core Alternative Capital

2.66K

Jun 30, 26

0.00%

Caitlin John, LLC

2.63K

Jun 30, 26

-125

0.00%

SouthState Corp

2.61K

Jun 30, 26

-1.11K

0.00%

PROSPERITY BANCSHARES INC

2.60K

Jun 30, 26

+1.50K

0.00%

Atlantic Edge Private Wealth Management, LLC

2.60K

Jun 30, 26

0.00%

United Community Bank

2.54K

Jun 30, 26

0.00%

MRP Capital Investments, LLC

2.46K

Jun 30, 26

0.00%

Tidemark, LLC

2.40K

Jun 30, 26

-4

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

2.33K

Jun 30, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

2.24K

Jun 30, 26

0.00%

Pinpoint Asset Management (Singapore) Pte. Ltd.

2.19K

Jun 30, 26

+2.19K

0.00%

Financial Life Planners

2.11K

Jun 30, 26

+35

0.00%

Lodestone Wealth Management LLC

2.11K

Jun 30, 26

+34

0.00%

DELTA ASSET MANAGEMENT LLC/TN

2.03K

Jun 30, 26

0.00%

Trust Co

2.00K

Jun 30, 26

0.00%

NBT BANK N A /NY

2.00K

Jun 30, 26

0.00%

Hickory Point Bank & Trust

2.00K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

1.98K

Jun 30, 26

+304

0.00%

VISION FINANCIAL MARKETS LLC

1.97K

Jun 30, 26

+32

0.00%

Cape Investment Advisory, Inc.

1.95K

Jun 30, 26

+1.95K

0.00%

Tower Research Capital LLC (TRC)

1.93K

Jun 30, 26

-382

0.00%

Pacific Center for Financial Services

1.92K

Jun 30, 26

-666

0.00%

AdvisorNet Financial, Inc

1.85K

Jun 30, 26

+25

0.00%

PEOPLES FINANCIAL SERVICES CORP.

1.79K

Jun 30, 26

+595

0.00%

Vermillion Wealth Management, Inc.

1.68K

Jun 30, 26

-956

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.60K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.54K

Jun 30, 26

-1.92K

0.00%

Stone House Investment Management, LLC

1.52K

Jun 30, 26

0.00%

Sawyer & Company, Inc

1.50K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

1.50K

Jun 30, 26

0.00%

Asset Dedication, LLC

1.42K

Jun 30, 26

+170

0.00%

ESL Trust Services, LLC

1.39K

Jun 30, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

1.39K

Jun 30, 26

0.00%

GW&K Investment Management, LLC

1.33K

Jun 30, 26

+666

0.00%

Beaird Harris Wealth Management, LLC

1.33K

Jun 30, 26

0.00%

Mountain Hill Investment Partners Corp.

1.32K

Jun 30, 26

0.00%

Osbon Capital Management LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Comprehensive Financial Planning, Inc./PA

1.27K

Jun 30, 26

+21

0.00%

Boreal Capital Management LLC

1.25K

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

1.24K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.20K

Jun 30, 26

+820

0.00%

High Note Wealth, LLC

1.20K

Jun 30, 26

0.00%

Colonial Trust Co / SC

1.19K

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

1.10K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

1.07K

Jun 30, 26

-1.02K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

1.02K

Jun 30, 26

0.00%

TD Capital Management LLC

1.02K

Jun 30, 26

-200

0.00%

Provenance Wealth Advisors, LLC

1.00K

Jun 30, 26

0.00%

City State Bank

1.00K

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

990

Jun 30, 26

+990

0.00%

Lummis Asset Management, LP

970

Jun 30, 26

0.00%

WestEnd Advisors, LLC

958

Jun 30, 26

+958

0.00%

Financial Network Wealth Advisors LLC

906

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

863

Jun 30, 26

+10

0.00%

Smartleaf Asset Management LLC

849

Jun 30, 26

0.00%

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

828

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

810

Jun 30, 26

0.00%

GAMMA Investing LLC

769

Jun 30, 26

-66

0.00%

Physician Wealth Advisors, Inc.

768

Jun 30, 26

0.00%

Crewe Advisors LLC

755

Jun 30, 26

0.00%

New England Capital Financial Advisors LLC

713

Jun 30, 26

+10

0.00%

Cedar Mountain Advisors, LLC

704

Jun 30, 26

+10

0.00%

Atlatl Advisers LLC

700

Jun 30, 26

+700

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

646

Jun 30, 26

+259

0.00%

Independence Bank of Kentucky

600

Jun 30, 26

+400

0.00%

Main Street Group, LTD

547

Jun 30, 26

-707

0.00%

VIMA LLC

512

Jun 30, 26

+512

0.00%

PFS Partners, LLC

500

Jun 30, 26

0.00%

Transce3nd, LLC

486

Jun 30, 26

-24

0.00%

Centerpoint Advisors, LLC

409

Jun 30, 26

0.00%

Versant Capital Management, Inc

371

Jun 30, 26

+21

0.00%

Carolina Wealth Advisors, LLC

336

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

330

Jun 30, 26

-231

0.00%

DHJJ Financial Advisors, Ltd.

317

Jun 30, 26

0.00%

Millstone Evans Group, LLC

300

Jun 30, 26

0.00%

Costello Asset Management, INC

294

Jun 30, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

261

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

241

Jun 30, 26

+241

0.00%

Delos Wealth Advisors, LLC

224

Jun 30, 26

-42.62K

0.00%

Ritter Daniher Financial Advisory LLC / DE

211

Jun 30, 26

0.00%

Penserra Capital Management LLC

210

Jun 30, 26

-3

0.00%

Covestor Ltd

205

Jun 30, 26

-58

0.00%

RMG Wealth Management LLC

202

Jun 30, 26

+202

0.00%

CKW FINANCIAL GROUP

200

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

200

Jun 30, 26

+200

0.00%

FINANCIAL CONSULATE, INC

180

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

163

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

123

Jun 30, 26

0.00%

Truvestments Capital LLC

120

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

120

Jun 30, 26

+20

0.00%

Moisand Fitzgerald Tamayo, LLC

116

Jun 30, 26

0.00%

JPL Wealth Management, LLC

100

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

Jun 30, 26

+89

0.00%

NVWM, LLC

Jun 30, 26

0.00%

JNBA Financial Advisors

Jun 30, 26

+77

0.00%

Pacifica Partners Inc.

Jun 30, 26

0.00%

Bangor Savings Bank

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

+68

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

Jun 30, 26

+60

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

SWAN Capital LLC

Jun 30, 26

-638

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

Advantage Trust Co

Jun 30, 26

+20

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

SAX WEALTH ADVISORS, LLC

Jun 30, 26

-12.48K

WFA of San Diego, LLC

Jun 30, 26

-4.00K

RK Capital Management, LLC/FL

Jun 30, 26

-29.90K

Counterpoint Mutual Funds LLC

Jun 30, 26

-16.57K

Capital Advisors Wealth Management, LLC

Jun 30, 26

-10.72K

Destiny Wealth Partners, LLC

Jun 30, 26

-1.27K

Jump Financial, LLC

Jun 30, 26

-30.77K

Greenland Capital Management LP

Jun 30, 26

-65.00K

Old West Investment Management, LLC

Jun 30, 26

-219.08K

USAdvisors Wealth Management, LLC

Jun 30, 26

-18.07K

Abundance Wealth Counselors

Jun 30, 26

-71.84K

Milestone Investment Advisors LLC

Jun 30, 26

-400

WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD

Jun 30, 26

-251.92K

GK Wealth Management LLC

Jun 30, 26

-10.00K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-98.26K

LexAurum Advisors, LLC

Jun 30, 26

-53.55K

QUEST INVESTMENT MANAGEMENT LLC

Jun 30, 26

-15.42K

Brinker Capital Investments, LLC

Jun 30, 26

-12.56K

Mizuho Markets Cayman LP

Jun 30, 26

-230.81K

BALLAST ADVISORS LLC

Jun 30, 26

-4.96K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-99.07K

ALERUS FINANCIAL NA

Jun 30, 26

-2.40K

ORBA Wealth Advisors, L.L.C.

Jun 30, 26

-15.60K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-776

FLOW TRADERS U.S. LLC

Jun 30, 26

-19.18K

TORONTO DOMINION BANK

Jun 30, 26

-1.57K

EPG Wealth Management LLC

Jun 30, 26

-10.48K

XTX Topco Ltd

Jun 30, 26

-28.25K

PFG Advisors

Jun 30, 26

-59.04K

SeaBridge Investment Advisors LLC

Jun 30, 26

-11.06K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-800

Scarborough Advisors, LLC

Jun 30, 26

-3.18K

Centennial Wealth Advisory LLC

Jun 30, 26

-10.79K

Magnolia Wealth Management, LLC

Jun 30, 26

-820

POTENTIA WEALTH

Jun 30, 26

-12.32K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.06K

Financial Freedom, LLC

Jun 30, 26

-2.42K

Arkos Global Advisors

Jun 30, 26

-2.17K

Golden State Equity Partners

Jun 30, 26

-4.06K

Lloyd Advisory Services, LLC.

Jun 30, 26

-121

Jefferies Financial Group Inc.

Jun 30, 26

-7.38K

CMC Financial Group

Jun 30, 26

-30.00K

KM Capital Management Ltd.

Jun 30, 26

-1.92K

DUDLEY CAPITAL MANAGEMENT, LLC

Jun 30, 26

-11.16K

Strong Tower Advisory Services

Jun 30, 26

-197.26K

Decker Retirement Planning Inc.

Jun 30, 26

-8.32K

JANE STREET GROUP, LLC

Jun 30, 26

-1.10M

CenterStar Asset Management, LLC

Jun 30, 26

-14.63K

Keeler THomas Management LLC

Jun 30, 26

-189.19K

Wagner Wealth Management, LLC

Jun 30, 26

-17.29K

DRW Securities, LLC

Jun 30, 26

-30.18K

Total Clarity Wealth Management, Inc.

Jun 30, 26

-20.05K

GKV Capital Management Co., Inc.

Jun 30, 26

-4.00K

BASSO CAPITAL MANAGEMENT, L.P.

Jun 30, 26

-197.25K

Clarity Asset Management, Inc.

Jun 30, 26

-1.63K

Vanguard Capital Wealth Advisors

Jun 30, 26

-10.01K

PFC CAPITAL GROUP, INC.

Jun 30, 26

-10.00K

MATRIX PRIVATE CAPITAL GROUP LLC

Jun 30, 26

-45.24K

Global Wealth Strategies & Associates

Jun 30, 26

-3.00K

Marks Wealth, LLC

Jun 30, 26

-12.56K

TB Alternative Assets Ltd.

Jun 30, 26

-251.01K

Wealth Preservation Advisors, LLC

Jun 30, 26

-2.26K

Keystone Financial Group

Jun 30, 26

-106.24K

Modern Wealth Management, LLC

Jun 30, 26

-10.73K

Dauntless Investment Group, LLC

Jun 30, 26

-12.30K

ArchPoint Investors

Jun 30, 26

-181.13K

INTRUST BANK NA

Jun 30, 26

-30.39K

Beacon Pointe Advisors, LLC

1.92M

Mar 31, 26

+257.87K

0.06%

U.S. Capital Wealth Advisors, LLC

1.52M

Mar 31, 26

-36.70K

0.04%

CWM, LLC

283.20K

Mar 31, 26

+40.38K

0.01%

Jackson Hole Capital Partners, LLC

252.64K

Mar 31, 26

+39.40K

0.01%

Sunbelt Securities, Inc.

211.97K

Mar 31, 26

+10.30K

0.01%

ASHFORD CAPITAL MANAGEMENT INC

195.15K

Mar 31, 26

+10.53K

0.01%

Kingsview Wealth Management, LLC

189.92K

Mar 31, 26

-5.58K

0.01%

Redwood Wealth Management Group, LLC

161.78K

Mar 31, 26

-3.68K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

98.14K

Mar 31, 26

+3.08K

0.00%

Evanson Asset Management, LLC

83.00K

Mar 31, 26

+42.54K

0.00%

Anchor Investment Management, LLC

63.03K

Mar 31, 26

0.00%

Talon Private Wealth, LLC

52.45K

Mar 31, 26

+52.45K

0.00%

Parkside Financial Bank & Trust

41.23K

Mar 31, 26

+367

0.00%

Rehmann Capital Advisory Group

33.77K

Mar 31, 26

+8.27K

0.00%

Jaffetilchin Investment Partners, LLC

29.33K

Mar 31, 26

+1.35K

0.00%

Leo Wealth, LLC

27.18K

Mar 31, 26

-13.97K

0.00%

TCFG WEALTH MANAGEMENT, LLC

25.56K

Mar 31, 26

+1.87K

0.00%

GM Advisory Group, Inc.

21.68K

Mar 31, 26

-2.05K

0.00%

Mill Creek Capital Advisors, LLC

19.77K

Mar 31, 26

0.00%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

15.50K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

14.88K

Mar 31, 26

+952

0.00%

Stillwater Wealth Management Group

14.00K

Mar 31, 26

-1.00K

0.00%

Nalls Sherbakoff Group, LLC

13.56K

Mar 31, 26

+263

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

13.26K

Mar 31, 26

0.00%

Orion Capital Management LLC

9.47K

Mar 31, 26

+163

0.00%

Financial Gravity Asset Management, Inc.

8.40K

Mar 31, 26

0.00%

Anfield Capital Management, LLC

5.16K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

3.91K

Mar 31, 26

-310

0.00%

GILL CAPITAL PARTNERS, LLC

3.61K

Mar 31, 26

+3.61K

0.00%

Cherry Tree Wealth Management, LLC

2.21K

Mar 31, 26

0.00%

Financial Connections Group, Inc.

1.50K

Mar 31, 26

+26

0.00%

CAPITAL & PLANNING, LLC

1.01K

Mar 31, 26

+1.01K

0.00%

North Ridge Wealth Advisors, Inc.

1.00K

Mar 31, 26

0.00%

CIBC Private Wealth Group, LLC

15.37M

Dec 31, 25

+28.11K

0.45%

Militia Capital Partners, LP

600.00K

Dec 31, 25

+123.00K

0.02%

MidWestOne Financial Group, Inc.

151.54K

Dec 31, 25

-30.09K

0.00%

Cadence Bank

46.84K

Dec 31, 25

-677

0.00%

FineMark National Bank & Trust

36.28K

Dec 31, 25

-612

0.00%

Alpha Cubed Investments, LLC

29.80K

Dec 31, 25

-1.94K

0.00%

Vantage Financial Partners, LLC

15.80K

Dec 31, 25

+2.19K

0.00%

NICOLET ADVISORY SERVICES, LLC

13.63K

Dec 31, 25

-372

0.00%

GPS Wealth Strategies Group, LLC

3.27K

Dec 31, 25

-26.11K

0.00%

TUCKER ASSET MANAGEMENT LLC

2.85K

Dec 31, 25

+2.85K

0.00%

Motiv8 Investments LLC

258

Dec 31, 25

+258

0.00%

Glenmede Investment Management, LP

823.76K

Sep 30, 25

+20.23K

0.02%

WOLVERINE TRADING, LLC

445.11K

Sep 30, 25

+64.70K

0.01%

Stonegate Management LLC

182.00K

Sep 30, 25

+182.00K

0.01%

HAP TRADING, LLC

180.16K

Sep 30, 25

+180.16K

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

135.39K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

73.96K

Sep 30, 25

+2.11K

0.00%

Bard Financial Services, Inc.

70.75K

Sep 30, 25

+2.50K

0.00%

SYNOVUS FINANCIAL CORP

50.36K

Sep 30, 25

+499

0.00%

Watts Gwilliam & Co., LLC

48.73K

Sep 30, 25

0.00%

Stonegate Investment Group, LLC

44.56K

Sep 30, 25

+5.14K

0.00%

FULLCIRCLE WEALTH LLC

33.99K

Sep 30, 25

+32

0.00%

Full Sail Capital, LLC

31.17K

Sep 30, 25

-621

0.00%

Moloney Securities Asset Management, LLC

23.98K

Sep 30, 25

-2.13K

0.00%

WETHERBY ASSET MANAGEMENT INC

23.41K

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

22.83K

Sep 30, 25

+6.00K

0.00%

Lion Street Advisors, LLC

19.28K

Sep 30, 25

+19.28K

0.00%

COUNTRY CLUB BANK /GFN

15.32K

Sep 30, 25

+500

0.00%

Hemington Wealth Management

13.95K

Sep 30, 25

0.00%

WFA Asset Management Corp

13.50K

Sep 30, 25

+63

0.00%

O'Dell Group, LLC

13.30K

Sep 30, 25

+13.30K

0.00%

AllSquare Wealth Management LLC

8.62K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

3.50K

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

2.40K

Sep 30, 25

0.00%

Pineridge Advisors LLC

250

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-14.51K

Financial Advocates Investment Management

Sep 30, 25

-10.07K

NBW CAPITAL LLC

860.09K

Jun 30, 25

+5.32K

0.02%

Anthracite Investment Company, Inc.

272.50K

Jun 30, 25

+21.50K

0.01%

AVANTAX ADVISORY SERVICES, INC.

224.19K

Jun 30, 25

+33.77K

0.01%

Atria Wealth Solutions, Inc.

167.06K

Jun 30, 25

-171.20K

0.00%

Northeast Financial Consultants Inc

132.53K

Jun 30, 25

-16.52K

0.00%

Tyler-Stone Wealth Management

46.69K

Jun 30, 25

+9.95K

0.00%

Congress Wealth Management LLC / DE /

40.78K

Jun 30, 25

+1.71K

0.00%

Horan Securities, Inc.

32.90K

Jun 30, 25

+194

0.00%

Good Life Advisors, LLC

30.04K

Jun 30, 25

-427

0.00%

Christopher J. Hasenberg, Inc

20.29K

Jun 30, 25

0.00%

Capital Market Strategies LLC

17.32K

Jun 30, 25

-4.00K

0.00%

Summit X, LLC

10.20K

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

5.02K

Jun 30, 25

+5.02K

0.00%

First Horizon Advisors, Inc.

3.81K

Jun 30, 25

+187

0.00%

Legacy Investment Solutions, LLC

400

Jun 30, 25

+400

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-1.51K

BEACH INVESTMENT COUNSEL INC/PA

2.67M

Mar 31, 25

-84.66K

0.08%

Cutter & CO Brokerage, Inc.

562.36K

Mar 31, 25

+84.16K

0.02%

Selway Asset Management

149.00K

Mar 31, 25

-15.00K

0.00%

Lindbrook Capital, LLC

98.49K

Mar 31, 25

-34.48K

0.00%

Sheaff Brock Investment Advisors, LLC

85.32K

Mar 31, 25

-19.09K

0.00%

AlphaQ Advisors LLC

39.20K

Mar 31, 25

-1.29K

0.00%

Poplar Forest Capital LLC

25.45K

Mar 31, 25

0.00%

Sabal Trust CO

24.77K

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

17.13K

Mar 31, 25

-4.71K

0.00%

Marcum Wealth, LLC

11.87K

Mar 31, 25

-978

0.00%

Sandy Spring Bank

6.36K

Mar 31, 25

+810

0.00%

CAROLINAS WEALTH CONSULTING LLC

5.04K

Mar 31, 25

+79

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-51.34K

Nuveen Asset Management, LLC

2.83M

Dec 31, 24

+1.09M

0.08%

Chiron Investment Management, LLC

343.78K

Dec 31, 24

0.01%

Edge Capital Group, LLC

98.30K

Dec 31, 24

+2.35K

0.00%

Gray Wealth Management Inc.

35.62K

Dec 31, 24

+10.73K

0.00%

Bison Wealth, LLC

31.89K

Dec 31, 24

-1.95K

0.00%

WR Wealth Planners, LLC

29.12K

Dec 31, 24

-3.02K

0.00%

LAKE STREET ADVISORS GROUP, LLC

28.10K

Dec 31, 24

0.00%

TrinityPoint Wealth, LLC

25.19K

Dec 31, 24

+772

0.00%

WMS Partners, LLC

19.55K

Dec 31, 24

+19.55K

0.00%

HTLF Bank

17.41K

Dec 31, 24

0.00%

Executive Wealth Management, LLC

15.96K

Dec 31, 24

-400

0.00%

Kiely Wealth Advisory Group, Inc.

12.86K

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

5.27K

Dec 31, 24

-2.51K

0.00%

HBC Financial Services, PLLC

3.30K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

3.07K

Dec 31, 24

+27

0.00%

Sugarloaf Wealth Management, LLC

1.86K

Dec 31, 24

-609

0.00%

RE Dickinson Investment Advisors, LLC

724

Dec 31, 24

+724

0.00%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-38.97K

Raymond James Financial Services Advisors, Inc.

2.96M

Sep 30, 24

+100.83K

0.09%

RAYMOND JAMES & ASSOCIATES

2.75M

Sep 30, 24

+14.32K

0.08%

COWEN AND COMPANY, LLC

1.90M

Sep 30, 24

+70.00K

0.06%

Insight Folios Inc

542.36K

Sep 30, 24

+22.55K

0.02%

RAYMOND JAMES TRUST N.A.

108.70K

Sep 30, 24

-1.75K

0.00%

SpiderRock Advisors, LLC

83.04K

Sep 30, 24

+508

0.00%

Sweet Financial Partners, LLC

69.01K

Sep 30, 24

+424

0.00%

9258 Wealth Management, LLC

46.84K

Sep 30, 24

0.00%

Axiom Advisory, LLC

35.47K

Sep 30, 24

+1.25K

0.00%

FinTrust Capital Advisors, LLC

28.45K

Sep 30, 24

+8.25K

0.00%

CIC Wealth, LLC

23.44K

Sep 30, 24

+5.63K

0.00%

Argent Financial Group, Inc.

21.89K

Sep 30, 24

+21.89K

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

10.30K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

4.71K

Sep 30, 24

0.00%

First Personal Financial Services

1.40K

Sep 30, 24

0.00%

VitalStone Financial, LLC

850

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

513

Sep 30, 24

0.00%

PAYDEN & RYGEL INVESTMENT GROUP

1.33M

Jun 30, 24

+50.60K

0.04%

Relative Value Partners Group, LLC

305.94K

Jun 30, 24

+305.94K

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

237.27K

Jun 30, 24

0.01%

BlackRock Inc.

236.17K

Jun 30, 24

-2

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

76.98K

Jun 30, 24

+13.61K

0.00%

Gratus Capital LLC

67.17K

Jun 30, 24

+11.10K

0.00%

Levy Wealth Management Group, LLC

28.84K

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

26.52K

Jun 30, 24

0.00%

HoyleCohen, LLC

18.28K

Jun 30, 24

+63

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

8.14K

Jun 30, 24

+1.96K

0.00%

ICA Group Wealth Management, LLC

2.82K

Jun 30, 24

-10.88K

0.00%

Tortoise Index Solutions, LLC

1.24M

Mar 31, 24

-328.99K

0.04%

Cetera Advisor Networks LLC

721.92K

Mar 31, 24

+136.11K

0.02%

Cetera Advisors LLC

493.99K

Mar 31, 24

+212.72K

0.01%

Ziegler Capital Management, LLC

77.93K

Mar 31, 24

0.00%

InterOcean Capital Group, LLC

53.99K

Mar 31, 24

+6.29K

0.00%

EUDAIMONIA ADVISORS LLC

41.06K

Mar 31, 24

0.00%

Coulter & Justus Financial Services, LLC

29.71K

Mar 31, 24

+29.71K

0.00%

FirstPurpose Wealth LLC

28.79K

Mar 31, 24

0.00%

Connectus Wealth, LLC

25.32K

Mar 31, 24

-145.91K

0.00%

Derbend Asset Management

21.08K

Mar 31, 24

-647

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

17.25K

Mar 31, 24

0.00%

Retirement Group, LLC

9.79K

Mar 31, 24

+3.26K

0.00%

Highlander Capital Management, LLC

9.18K

Mar 31, 24

-1.00K

0.00%

Cutler Group LLC / CA

5.85K

Mar 31, 24

+5.85K

0.00%

NORWOOD FINANCIAL CORP

5.65K

Mar 31, 24

0.00%

Grey Street Capital, LLC

Mar 31, 24

-69.77K

Benedetti & Gucer, Inc.

Mar 31, 24

-30.71K

DFPG INVESTMENTS, LLC

766.89K

Dec 31, 23

-16.97K

0.02%

Cannell & Co.

184.35K

Dec 31, 23

+71.45K

0.01%

Simplicity Solutions, LLC

20.95K

Dec 31, 23

+1.02K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

20.84K

Dec 31, 23

+20.84K

0.00%

Alterity Financial Group, LLC

17.80K

Dec 31, 23

+1.50K

0.00%

WADE G W & INC

15.10K

Dec 31, 23

-131

0.00%

WEALTHSOURCE PARTNERS, LLC

12.58K

Dec 31, 23

+225

0.00%

Curi Wealth Management, LLC

10.00K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

6.80K

Dec 31, 23

+6.80K

0.00%

DB Wealth Management Group, LLC

1.00K

Dec 31, 23

0.00%

StrategIQ Financial Group, LLC

Dec 31, 23

-10.71K

Weiss Multi-Strategy Advisers LLC

Dec 31, 23

-19.84K

PATHSTONE FAMILY OFFICE, LLC

777.46K

Sep 30, 23

+192.78K

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

736.01K

Sep 30, 23

-160.49K

0.02%

Claybrook Capital, LLC

222.30K

Sep 30, 23

0.01%

Icon Wealth Partners, LLC

163.54K

Sep 30, 23

-533

0.00%

MADISON WEALTH MANAGEMENT

129.41K

Sep 30, 23

-75

0.00%

Springhouse Capital Management, LP

107.70K

Sep 30, 23

0.00%

Samjo Capital LLC

39.00K

Sep 30, 23

+39.00K

0.00%

Golden Green, Inc.

31.91K

Sep 30, 23

+31.91K

0.00%

COLONY GROUP LLC

22.04K

Sep 30, 23

-480

0.00%

ROPES WEALTH ADVISORS LLC

18.84K

Sep 30, 23

0.00%

DUBUQUE BANK & TRUST CO

18.05K

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

14.14K

Sep 30, 23

+10

0.00%

GOODWIN DANIEL L

13.50K

Sep 30, 23

+2.50K

0.00%

ROTHSCHILD INVESTMENT CORP /IL

10.80K

Sep 30, 23

+10.80K

0.00%

Antonetti Capital Management LLC

9.01K

Sep 30, 23

-9.10K

0.00%

Sutton Wealth Advisors Inc.

1.20K

Sep 30, 23

+28

0.00%

V Wealth Advisors LLC

Sep 30, 23

-11.09K

DIFESA CAPITAL MANAGEMENT, LP

296.38K

Jun 30, 23

+10.00K

0.01%

Veritable, L.P.

177.46K

Jun 30, 23

+4.16K

0.01%

Kistler-Tiffany Companies, LLC

95.36K

Jun 30, 23

+35.82K

0.00%

AJ WEALTH STRATEGIES, LLC

51.44K

Jun 30, 23

-11.58K

0.00%

First Capital Advisors Group, LLC.

39.12K

Jun 30, 23

-3.76K

0.00%

Cowen Prime Advisors LLC

38.00K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

19.34K

Jun 30, 23

0.00%

TIAA, FSB

15.26K

Jun 30, 23

+2.96K

0.00%

Endurance Wealth Management, Inc.

7.62K

Jun 30, 23

+2.18K

0.00%

PIERSHALE FINANCIAL GROUP, INC.

288

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

200

Jun 30, 23

+200

0.00%

TimeScale Financial, Inc.

Jun 30, 23

0.00%

HighTower Trust Company, N.A.

121.52K

Mar 31, 23

-755

0.00%

Avalon Investment & Advisory

85.40K

Mar 31, 23

+9.83K

0.00%

Parsec Financial Management, Inc.

77.34K

Mar 31, 23

+111

0.00%

Ahrens Investment Partners LLC

19.30K

Mar 31, 23

+2.71K

0.00%

Baldrige Asset Management LLC

9.60K

Mar 31, 23

0.00%

BOENNING & SCATTERGOOD, INC.

85.40K

Dec 31, 22

-536

0.00%

Laurel Wealth Advisors, Inc.

49.19K

Dec 31, 22

+3.03K

0.00%

Regent Investment Management LLC

32.00K

Dec 31, 22

+7.00K

0.00%

S.C. Financial Services, Inc.

26.03K

Dec 31, 22

+547

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

18.75K

Dec 31, 22

+435

0.00%

CFO4Life, L.P.

14.10K

Dec 31, 22

+14.10K

0.00%

Jeereddi Investments, LP

12.34K

Dec 31, 22

+12.34K

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

10.40K

Dec 31, 22

-600

0.00%

GOFEN & GLOSSBERG LLC /IL/

10.05K

Dec 31, 22

-1.20K

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-18.46K

Salient Capital Advisors, LLC

17.07M

Sep 30, 22

-1.42M

0.50%

Kore Private Wealth LLC

1.20M

Sep 30, 22

-113.12K

0.03%

EATON VANCE MANAGEMENT

269.16K

Sep 30, 22

-105.40K

0.01%

American Research & Management Co.

214.99K

Sep 30, 22

-100

0.01%

Jefferies Group LLC

208.53K

Sep 30, 22

+2.00K

0.01%

ROOSEVELT INVESTMENT GROUP LLC

167.48K

Sep 30, 22

-2

0.00%

American Portfolios Advisors

134.20K

Sep 30, 22

+23.26K

0.00%

AGF INVESTMENTS INC.

115.44K

Sep 30, 22

0.00%

Surevest, LLC

86.18K

Sep 30, 22

0.00%

FourThought Financial, LLC

46.87K

Sep 30, 22

+10.32K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

37.94K

Sep 30, 22

+100

0.00%

RGT Wealth Advisors, LLC

22.43K

Sep 30, 22

0.00%

BRR OpCo, LLC

17.64K

Sep 30, 22

0.00%

REGENTATLANTIC CAPITAL LLC

17.03K

Sep 30, 22

+5.00K

0.00%

Round Table Services, LLC

11.57K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

7.66K

Sep 30, 22

+7.66K

0.00%

AGF Investments LLC

2.01K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

271

Sep 30, 22

-4.40K

0.00%

Brown Advisory Securities, LLC

Sep 30, 22

-54.92K

B. Riley Wealth Management, Inc.

386.48K

Jun 30, 22

-3.96K

0.01%

Frontier Wealth Management LLC

71.99K

Jun 30, 22

+10.04K

0.00%

Fieldpoint Private Securities, LLC

25.31K

Jun 30, 22

+129

0.00%

NTB Financial Corp

22.43K

Jun 30, 22

0.00%

Lake Point Wealth Management

17.18K

Jun 30, 22

+4.18K

0.00%

Pinnacle Private Wealth, LLC

16.44K

Jun 30, 22

-3.38K

0.00%

TRH Financial, LLC

11.70K

Jun 30, 22

+529

0.00%

Enterprise Trust & Investment Co

5.00K

Jun 30, 22

0.00%

BIVIN & ASSOCIATES, INC.

1.43K

Jun 30, 22

+100

0.00%

Cordasco Financial Network

742

Jun 30, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

224.84K

Mar 31, 22

+340

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

53.89K

Mar 31, 22

-187.11K

0.00%

Ferris Capital, LLC

42.73K

Mar 31, 22

0.00%

People's United Financial, Inc.

39.44K

Mar 31, 22

0.00%

Winfield Associates, Inc.

23.30K

Mar 31, 22

-265

0.00%

American National Registered Investment Advisor, Inc.

15.45K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

1.69K

Mar 31, 22

+375

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

1.05K

Mar 31, 22

+1.05K

0.00%

Freedman Financial Associates, Inc.

257

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-20.06K

NEXT Financial Group, Inc

52.55K

Dec 31, 21

-2.94K

0.00%

Mosaic Family Wealth, LLC

27.93K

Dec 31, 21

-4.23K

0.00%

Carroll Financial Associates, Inc.

19.12K

Dec 31, 21

+3.04K

0.00%

Paradigm Financial Advisors, LLC

12.80K

Dec 31, 21

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

10.69K

Dec 31, 21

-1.06K

0.00%

Country Club Trust Company, n.a.

10.54K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.36K

Dec 31, 21

0.00%

NorthCoast Asset Management LLC

302.01K

Sep 30, 21

0.01%

Marshall Wace North America L.P.

216.95K

Sep 30, 21

-2.18M

0.01%

Covenant Multifamily Offices, LLC

85.07K

Sep 30, 21

0.00%

Homrich & Berg

66.45K

Sep 30, 21

+9.25K

0.00%

Sonora Investment Management, LLC

48.61K

Sep 30, 21

+6.20K

0.00%

LEVEL FOUR FINANCIAL, LLC

40.51K

Sep 30, 21

+306

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

31.60K

Sep 30, 21

-46.03K

0.00%

Alexandria Capital, LLC

28.50K

Sep 30, 21

-1.50K

0.00%

Ameritas Investment Company, LLC

18.04K

Sep 30, 21

+3.41K

0.00%

Berman Capital Advisors, LLC

6.43K

Sep 30, 21

0.00%

Rinet Co LLC

Sep 30, 21

-16.56K

BBVA USA

Sep 30, 21

-2.51K

USCA RIA LLC

387.62K

Jun 30, 21

+6.10K

0.01%

Pinnacle Wealth Advisors

43.51K

Jun 30, 21

+43.51K

0.00%

ARS Wealth Advisors, LLC

34.83K

Jun 30, 21

-2.50K

0.00%

BEL AIR INVESTMENT ADVISORS LLC

25.64K

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

AMUNDI ASSET MANAGEMENT US, INC.

1.58M

Mar 31, 21

-152.25K

0.05%

Aperio Group, LLC

62.08K

Dec 31, 20

0.00%

Winslow, Evans & Crocker, Inc.

37.53K

Dec 31, 20

-28.99K

0.00%

Point View Wealth Management, Inc.

19.76K

Dec 31, 20

-368

0.00%

XTX MARKETS LLC

13.66K

Dec 31, 20

+13.66K

0.00%

CADENCE CAPITAL MANAGEMENT LLC

2.59M

Sep 30, 20

-16.25K

0.08%

Blue Chip Wealth Management, Inc.

124.18K

Sep 30, 20

-89

0.00%

First Allied Advisory Services, Inc.

90.99K

Sep 30, 20

-1.08K

0.00%

Wealthspire Advisors, L.P.

47.19K

Sep 30, 20

-21.25K

0.00%

Partnervest Advisory Services LLC

44.04K

Sep 30, 20

+9.07K

0.00%

Kavar Capital Partners, LLC

18.07K

Sep 30, 20

+4.47K

0.00%

ETRADE Capital Management LLC

15.26K

Sep 30, 20

-23.80K

0.00%

First Western Capital Management Co

11.42K

Sep 30, 20

0.00%

Cerebellum GP, LLC

5.72K

Sep 30, 20

+5.72K

0.00%

LifePlan Financial Group, Inc

228

Sep 30, 20

+10

0.00%

Capstone Financial Group, Inc.

Sep 30, 20

-15.15K

TCG Advisors, LP

Sep 30, 20

-20.39K

Watson Rebecca

Sep 30, 20

-8.38K

FRONTIER INVESTMENT MGMT CO

147.31K

Jun 30, 20

+5.84K

0.00%

Bluefin Trading, LLC

59.31K

Jun 30, 20

+33.65K

0.00%

InterOcean Capital, LLC

57.87K

Jun 30, 20

0.00%

Global Financial Private Capital, Inc

1.43K

Jun 30, 20

0.00%

TRUEWEALTH LLC

1.00K

Jun 30, 20

+1.00K

0.00%

Leap Investments LP

Jun 30, 20

-23.60K

Harvest Fund Advisors LLC

102.42M

Mar 31, 20

-6.08M

2.98%

Brookfield Public Securities Group LLC

21.72M

Mar 31, 20

-8.40M

0.63%

Fiduciary Trust Co International of Pennsylvania

54.97K

Mar 31, 20

+950

0.00%

Osborn Williams & Donohoe LLC

36.68K

Mar 31, 20

-6.30K

0.00%

BOYS ARNOLD & CO INC

12.00K

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

10.76K

Mar 31, 20

-8.15K

0.00%

Willingdon Wealth Management

640

Mar 31, 20

0.00%

CA Family Wealth, LLC

Mar 31, 20

-34.49K

LADENBURG THALMANN FINANCIAL SERVICES INC.

857.99K

Dec 31, 19

+23.75K

0.02%

BP CAPITAL FUND ADVISORS, LLC

854.76K

Dec 31, 19

-25.44K

0.02%

Advisor Group, Inc.

636.99K

Dec 31, 19

+126.47K

0.02%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

439.75K

Dec 31, 19

-6.94K

0.01%

Highstreet Asset Management Inc.

161.49K

Dec 31, 19

+24.75K

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

89.37K

Dec 31, 19

+89.37K

0.00%

Whitnell & Co.

17.68K

Dec 31, 19

0.00%

Acorn Advisory Capital L.P.

924.52K

Sep 30, 19

+74.80K

0.03%

BB&T SECURITIES, LLC

520.19K

Sep 30, 19

-14.26K

0.02%

Capital One Investing, Inc.

75.16K

Sep 30, 19

-2.19K

0.00%

SUNTRUST BANKS INC

36.92K

Sep 30, 19

+5.54K

0.00%

TIVERTON ASSET MANAGEMENT LLC

8.94K

Sep 30, 19

+8.94K

0.00%

Elkfork Partners LLC

5.58K

Sep 30, 19

+5.58K

0.00%

Glen Harbor Capital Management LLC

4.59K

Sep 30, 19

+4.59K

0.00%

Meadow Creek Investment Management LLC

3.61K

Sep 30, 19

+3.61K

0.00%

Flinton Capital Management LLC

2.62K

Sep 30, 19

+2.62K

0.00%

Shamrock Asset Management LLC

2.35K

Sep 30, 19

0.00%

Samson Capital Management, LLC

534.67K

Jun 30, 19

+128.46K

0.02%

WILLIAMS JONES & ASSOCIATES LLC

314.36K

Jun 30, 19

-15.05K

0.01%

TVR Capital Management LP

119.65K

Jun 30, 19

-202.65K

0.00%

CHEMICAL BANK

29.77K

Jun 30, 19

-8.63K

0.00%

Belvedere Advisors LLC

Jun 30, 19

-1.18K

OppenheimerFunds, Inc.

61.05M

Mar 31, 19

-13.87M

1.77%

Bristol Advisors, LLC

508.97K

Mar 31, 19

-269.87K

0.01%

Cypress Wealth Advisors LLC

283.23K

Mar 31, 19

-24.08K

0.01%

HL FINANCIAL SERVICES LLC

108.11K

Mar 31, 19

+4.01K

0.00%

Stokes & Hubbell Capital Management, LLC

70.83K

Mar 31, 19

0.00%

AT Bancorp

58.54K

Mar 31, 19

+58.54K

0.00%

Steinberg Global Asset Management

26.61K

Mar 31, 19

-220

0.00%

Sound View Wealth Advisors, LLC

14.33K

Mar 31, 19

+1.35K

0.00%

NEXT Financial Holdings

2.00K

Mar 31, 19

+2.00K

0.00%

WealthTrust Fairport, LLC

420

Mar 31, 19

+420

0.00%

Live Your Vision, LLC

395

Mar 31, 19

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

Mar 31, 19

-45.00K

Omega Advisors Inc.

2.24M

Dec 31, 18

-14.60K

0.06%

Signature Financial Management, Inc.

37.45K

Dec 31, 18

+5.79K

0.00%

COMERICA SECURITIES INC

27.31K

Dec 31, 18

+16.35K

0.00%

Horizon Kinetics LLC

16.04K

Dec 31, 18

+16.04K

0.00%

Requisite Energy Fund I LP

14.27K

Dec 31, 18

+14.27K

0.00%

WealthTrust-Arizona, LLC

223

Dec 31, 18

+93

0.00%

Watermark Asset Management, Inc.

Dec 31, 18

+74

0.00%

Salient Private Client, LLC

210.46K

Sep 30, 18

-448.15K

0.01%

Mariner Wealth Advisors-Cincinnati, LLC

24.49K

Sep 30, 18

-4.10K

0.00%

KHP Capital, LLC

9.80K

Sep 30, 18

0.00%

Edge Advisors, LLC

147.94K

Jun 30, 18

-840

0.00%

PEAK6 Group LLC

38.46K

Jun 30, 18

-13.50K

0.00%

DENVER INVESTMENT ADVISORS LLC

10.70K

Mar 31, 18

0.00%

DREMAN VALUE MANAGEMENT, L L C

379

Mar 31, 18

0.00%

TPH Asset Management, LLC

1.17M

Dec 31, 17

+434.55K

0.03%

YORKVILLE CAPITAL MANAGEMENT, LLC

375.85K

Dec 31, 17

-115.58K

0.01%

Center Coast Capital Advisors, LP

1.12K

Dec 31, 17

+1.12K

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

646

Dec 31, 17

-750

0.00%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-1.79K

Gen IV Investment Opportunities, LLC

1.49M

Sep 30, 17

+698.21K

0.04%

RAY GERALD L & ASSOCIATES LTD

73.07K

Sep 30, 17

-82

0.00%

FIC CAPITAL INC

38.17K

Sep 30, 17

0.00%

Jacobus Wealth Management, Inc.

29.16K

Sep 30, 17

0.00%

PRIVATE CAPITAL MANAGEMENT INC

18.80K

Sep 30, 17

0.00%

BANCORPSOUTH INC

17.50K

Sep 30, 17

0.00%

Acrospire Investment Management LLC

Sep 30, 17

-2.69K

SPOT TRADING L.L.C.

Sep 30, 17

-63.46K

Commonwealth Equity Services, Inc

209.20K

Jun 30, 17

-1.96K

0.01%

WFG Advisors, LP

700

Jun 30, 17

0.00%

Ranger International Management, LP

Jun 30, 17

-24.56K

Virtu KCG Holdings LLC

Jun 30, 17

-49.76K

TIAA CREF TRUST CO FSB/MO

23.98K

Mar 31, 17

+4.79K

0.00%

Spot Trading L.L.C

16.47K

Mar 31, 17

-114.08K

0.00%

BLACKROCK ADVISORS LLC

210.63K

Dec 31, 16

+32.15K

0.01%

Beach Investment Management, LLC.

41.36K

Dec 31, 16

0.00%

MSI Financial Services Inc

35.20K

Dec 31, 16

-15.32K

0.00%

Stanford Investment Group, Inc.

1.20K

Dec 31, 16

0.00%

MONTAGE INVESTMENTS, LLC

63.08K

Sep 30, 16

+35.39K

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

17.38K

Sep 30, 16

0.00%

BURNHAM ASSET MANAGEMENT CORP /NY/

319.09K

Jun 30, 16

-50.41K

0.01%

SOCIETE GENERALE

118.39K

Jun 30, 16

+118.39K

0.00%

Investors Capital Advisory Services

52.57K

Jun 30, 16

-704

0.00%

NATIONAL PENN INVESTORS TRUST CO /PA

10.00K

Mar 31, 16

-2.11K

0.00%

Gupta Wealth Management LLC

2.10K

Mar 31, 16

+300

0.00%

RUSSELL FRANK CO/

Mar 31, 16

-729.55K

Pinnacle Summer Investments, Inc.

5.49K

Dec 31, 15

+1.51K

0.00%

Valentine Capital Asset Management, Inc.

4.75K

Dec 31, 15

+4.75K

0.00%

GREEN ARROW CAPITAL MANAGEMENT LLC

113.20K

Sep 30, 15

+18.80K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

34.56K

Sep 30, 15

+34.56K

0.00%

Trust CO of the Ozarks

15.95K

Sep 30, 15

+7.97K

0.00%

CITY NATIONAL BANK

15.34K

Sep 30, 15

+7.67K

0.00%

Quadrature Capital LLP

16.54K

Jun 30, 15

+8.67K

0.00%

FolioMetrix LLC

Jun 30, 15

-2.79K

COHEN & STEERS CAPITAL MANAGEMENT INC

1.34M

Mar 31, 15

+1.34M

0.04%

FIDUCIARY ASSET MANAGEMENT LLC

51.18K

Mar 31, 15

-1.24K

0.00%

STANCORP INVESTMENT ADVISERS INC

16.05K

Mar 31, 15

-10.03K

0.00%

JAMISON EATON & WOOD INC /NJ

13.53K

Mar 31, 15

-1.43K

0.00%

STERNE AGEE GROUP, INC.

11.24K

Mar 31, 15

+11.24K

0.00%

BAIRD ROBERT W & CO INC /WI/

5.18K

Mar 31, 15

+574

0.00%

BOSTON PRIVATE BANK & TRUST CO

2.02K

Mar 31, 15

+20

0.00%

Placemark Investments, Inc.

16.60K

Dec 31, 14

-566

0.00%

SHAPIRO ROBERT N

6.72K

Dec 31, 14

+225

0.00%

Li Winifred I

6.71K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

3.39K

Dec 31, 14

+95

0.00%

FOUNDERS BANK & TRUST

995

Dec 31, 14

0.00%

Gary Goldberg Planning Services Inc

255

Dec 31, 14

0.00%

TradeLink Global Equity LLC

Dec 31, 14

+20

0.00%

UBS AG

8.72M

Sep 30, 14

+2.46M

0.25%

1919 Investment Counsel, LLC

352.33K

Sep 30, 14

-800

0.01%

Wood Investment Counsel LLC

188.64K

Sep 30, 14

0.01%

Banyan Partners, LLC

30.80K

Sep 30, 14

0.00%

SEI TRUST CO

11.90K

Sep 30, 14

0.00%

Tradeworx Inc.

4.67K

Sep 30, 14

+4.67K

0.00%

McAdams Wright Ragen, Inc.

4.61K

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

3.82K

Jun 30, 14

-7.64K

0.00%

GRASSI INVESTMENT MANAGEMENT LLC

102.95K

Mar 31, 14

+60.05K

0.00%

NORTHERN TRUST CO OF CONNECTICUT

Dec 31, 13

-42.59K

Jane Street Holding, LLC

Dec 31, 13

-7.18K

STIFEL NICOLAUS & CO INC \MO\

27.51K

Sep 30, 13

+1.42K

0.00%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-13.73K

Manulife Investment Management (North America) Ltd

9.64K

Mar 31, 13

+287

0.00%

First Allied Securities, Inc.

8.65K

Jun 30, 12

-640

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

800

Dec 31, 10

+400

0.00%

VALUE LINE INC

10.00K

Sep 30, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

11.58K

Jun 30, 10

-12.29K

0.00%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

104.78K

Jun 30, 08

+96.76K

0.00%

Macquarie Capital Investment Management LLC

14.00K

Jun 30, 07

+14.00K

0.00%