iShares U.S. Treasury Bond ETF(GOVT)

$22.46—

Chart

iShares U.S. Treasury Bond ETF(GOVT)

USBATS

$22.46—

Chart Studio

GOVT(GOVT)

GOVT

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

JPMORGAN CHASE & CO

228.10M

Jun 30, 26

+14.35M

11.70%

ENVESTNET ASSET MANAGEMENT INC

167.20M

Jun 30, 26

+13.30M

8.57%

LPL Financial LLC

162.61M

Jun 30, 26

+21.72M

8.34%

TRUIST FINANCIAL CORP

76.61M

Jun 30, 26

+1.32M

3.93%

PNC FINANCIAL SERVICES GROUP, INC.

59.44M

Jun 30, 26

+4.74M

3.05%

MORGAN STANLEY

44.02M

Jun 30, 26

+2.97M

2.26%

ASSETMARK, INC

27.42M

Jun 30, 26

+1.25M

1.41%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

25.86M

Jun 30, 26

+2.90M

1.33%

BlackRock, Inc.

24.10M

Jun 30, 26

+1.88M

1.24%

Allworth Financial LP

20.92M

Jun 30, 26

-2.45M

1.07%

Fund Evaluation Group, LLC

18.42M

Jun 30, 26

+424.64K

0.94%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

15.82M

Jun 30, 26

+2.09M

0.81%

UBS Group AG

11.43M

Jun 30, 26

+1.99M

0.59%

Cetera Investment Advisers

10.89M

Jun 30, 26

+753.63K

0.56%

Morningstar Investment Management LLC

10.48M

Jun 30, 26

0.54%

TD PRIVATE CLIENT WEALTH LLC

8.86M

Jun 30, 26

+693.89K

0.45%

Envestnet Portfolio Solutions, Inc.

8.58M

Jun 30, 26

+617.45K

0.44%

Jordan Park Group LLC

8.56M

Jun 30, 26

-3.95M

0.44%

MML INVESTORS SERVICES, LLC

8.00M

Jun 30, 26

+1.78M

0.41%

Dynasty Wealth Management, LLC

7.93M

Jun 30, 26

+1.30M

0.41%

Bank of New York Mellon Corp

7.58M

Jun 30, 26

+876.43K

0.39%

Janney Montgomery Scott LLC

7.21M

Jun 30, 26

+621.83K

0.37%

EP Wealth Advisors, LLC

7.06M

Jun 30, 26

+69.68K

0.36%

PARK AVENUE SECURITIES LLC

6.55M

Jun 30, 26

+631.84K

0.34%

Merit Financial Group, LLC

6.49M

Jun 30, 26

+1.23M

0.33%

FMR LLC

6.35M

Jun 30, 26

-2.27K

0.33%

NORTHERN TRUST CORP

6.20M

Jun 30, 26

-2.12M

0.32%

Pathstone Holdings, LLC

5.49M

Jun 30, 26

+5.33M

0.28%

CAPTRUST FINANCIAL ADVISORS

4.97M

Jun 30, 26

+104.21K

0.25%

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

4.90M

Jun 30, 26

+1.53M

0.25%

Wedmont Private Capital

4.67M

Jun 30, 26

+301.70K

0.24%

MCF Advisors LLC

4.57M

Jun 30, 26

+407.34K

0.23%

Sanctuary Advisors, LLC

4.40M

Jun 30, 26

+357.44K

0.23%

AE Wealth Management LLC

3.95M

Jun 30, 26

+300.59K

0.20%

ALESCO ADVISORS LLC

3.91M

Jun 30, 26

+220.49K

0.20%

SYM FINANCIAL Corp

3.85M

Jun 30, 26

+121.68K

0.20%

NewEdge Advisors, LLC

3.69M

Jun 30, 26

+853.28K

0.19%

Crestwood Advisors Group LLC

3.53M

Jun 30, 26

+70.26K

0.18%

Aptus Capital Advisors, LLC

3.25M

Jun 30, 26

+3.24M

0.17%

SAGESPRING WEALTH PARTNERS, LLC

2.99M

Jun 30, 26

+473.27K

0.15%

UBS ASSET MANAGEMENT AMERICAS INC

2.89M

Jun 30, 26

-236.47K

0.15%

STIFEL FINANCIAL CORP

2.75M

Jun 30, 26

+307.26K

0.14%

Nationwide Fund Advisors

2.12M

Jun 30, 26

+1.33M

0.11%

CITIGROUP INC

2.12M

Jun 30, 26

+1.98M

0.11%

Dodds Wealth, LLC

2.04M

Jun 30, 26

+48.34K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

1.97M

Jun 30, 26

-77.76K

0.10%

Cambridge Investment Research Advisors, Inc.

1.93M

Jun 30, 26

+157.45K

0.10%

Colony Group, LLC

1.84M

Jun 30, 26

-112.74K

0.09%

BAILARD, INC.

1.77M

Jun 30, 26

-585.12K

0.09%

Heck Capital Advisors, LLC

1.74M

Jun 30, 26

+73.63K

0.09%

Verum Partners LLC

1.70M

Jun 30, 26

+149.14K

0.09%

PRINCIPAL SECURITIES, INC.

1.66M

Jun 30, 26

+354.14K

0.08%

CreativeOne Wealth, LLC

1.61M

Jun 30, 26

+217.54K

0.08%

Foster Group, Inc.

1.56M

Jun 30, 26

-26.03K

0.08%

JB Capital LLC

1.54M

Jun 30, 26

+152.05K

0.08%

Strategic Blueprint, LLC

1.53M

Jun 30, 26

+154.89K

0.08%

Vise Technologies, Inc.

1.52M

Jun 30, 26

+1.20M

0.08%

SRS Capital Advisors, Inc.

1.52M

Jun 30, 26

+998.33K

0.08%

Mirae Asset Global Investments Co., Ltd.

1.44M

Jun 30, 26

+88.94K

0.07%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

1.42M

Jun 30, 26

+760.79K

0.07%

3EDGE Asset Management, LP

1.41M

Jun 30, 26

-87.76K

0.07%

Johnson Bixby & Associates, LLC

1.40M

Jun 30, 26

+307.12K

0.07%

Ascent Group, LLC

1.37M

Jun 30, 26

+89.16K

0.07%

US BANCORP \DE\

1.35M

Jun 30, 26

-45.48M

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.34M

Jun 30, 26

+396.99K

0.07%

Prime Capital Investment Advisors, LLC

1.33M

Jun 30, 26

-88.06K

0.07%

Sharkey, Howes & Javer

1.31M

Jun 30, 26

+293.64K

0.07%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

1.25M

Jun 30, 26

0.06%

BlueStem Wealth Partners, LLC

1.21M

Jun 30, 26

-233.22K

0.06%

Wealthspire Advisors, LLC

1.20M

Jun 30, 26

-29.86K

0.06%

Trilogy Capital Inc.

1.19M

Jun 30, 26

+71.69K

0.06%

Rockefeller Capital Management L.P.

1.18M

Jun 30, 26

+49.84K

0.06%

CUTLER INVESTMENT COUNSEL LLC

1.15M

Jun 30, 26

+37.91K

0.06%

Atria Investments, Inc

1.14M

Jun 30, 26

+74.08K

0.06%

Mount Yale Investment Advisors, LLC

1.09M

Jun 30, 26

+131.75K

0.06%

Genus Capital Management Inc.

1.09M

Jun 30, 26

+154.42K

0.06%

DDFG, Inc

1.05M

Jun 30, 26

-203.12K

0.05%

Steel Peak Wealth Management LLC

1.05M

Jun 30, 26

+52.22K

0.05%

Farther Finance Advisors, LLC

959.65K

Jun 30, 26

+57.64K

0.05%

Global Retirement Partners, LLC

939.63K

Jun 30, 26

+939.63K

0.05%

COMMERCE BANK

937.11K

Jun 30, 26

-10.41K

0.05%

Baird Financial Group, Inc.

918.21K

Jun 30, 26

+21.05K

0.05%

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

912.15K

Jun 30, 26

+103.78K

0.05%

Westshore Wealth, LLC

899.56K

Jun 30, 26

+471.68K

0.05%

Horst & Graben Wealth Management LLC

880.07K

Jun 30, 26

-27.44K

0.05%

Integrated Wealth Concepts LLC

877.64K

Jun 30, 26

+224.45K

0.05%

Annandale Capital, LLC

875.35K

Jun 30, 26

+1.81K

0.04%

Geneos Wealth Management Inc.

861.99K

Jun 30, 26

+6.63K

0.04%

Key FInancial Inc

861.31K

Jun 30, 26

+87.98K

0.04%

Pettinga Financial Advisors, LLC

835.48K

Jun 30, 26

+564.98K

0.04%

Snider Financial Group

832.80K

Jun 30, 26

+98.62K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

830.48K

Jun 30, 26

+6.06K

0.04%

MGO ONE SEVEN LLC

824.64K

Jun 30, 26

+92.93K

0.04%

ERTS Wealth Advisors, LLC

820.08K

Jun 30, 26

+4.22K

0.04%

CFS Investment Advisory Services, LLC

819.65K

Jun 30, 26

+19.89K

0.04%

HM PAYSON & CO

768.17K

Jun 30, 26

0.04%

ST GERMAIN D J CO INC

758.98K

Jun 30, 26

-12.25K

0.04%

Steward Partners Investment Advisory, LLC

754.95K

Jun 30, 26

+23.68K

0.04%

Arcadia Wealth Management, LLC

729.38K

Jun 30, 26

+167.35K

0.04%

Topel & Distasi Wealth Management, LLC

687.71K

Jun 30, 26

+36.24K

0.04%

Savant Capital, LLC

684.98K

Jun 30, 26

-54.64K

0.04%

NorthRock Partners, LLC

682.33K

Jun 30, 26

+4.75K

0.03%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

678.84K

Jun 30, 26

+7.13K

0.03%

Pacific Wealth Management

676.48K

Jun 30, 26

+46.05K

0.03%

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

651.15K

Jun 30, 26

-437.84K

0.03%

Clear Creek Financial Management, LLC

647.84K

Jun 30, 26

+181.63K

0.03%

Kelly Financial Services LLC

646.39K

Jun 30, 26

+55.21K

0.03%

Shepherd Financial Partners LLC

640.82K

Jun 30, 26

+190.80K

0.03%

Private Advisor Group, LLC

629.01K

Jun 30, 26

-138.63K

0.03%

Icon Wealth Advisors, LLC

628.74K

Jun 30, 26

+64.67K

0.03%

Perigon Wealth Management, LLC

624.08K

Jun 30, 26

+4.29K

0.03%

Concurrent Investment Advisors, LLC

613.83K

Jun 30, 26

+326.10K

0.03%

STAR Financial Bank

607.63K

Jun 30, 26

+30.46K

0.03%

Stone House Investment Management, LLC

606.62K

Jun 30, 26

+40.81K

0.03%

Lineweaver Wealth Advisors, LLC

598.66K

Jun 30, 26

+598.66K

0.03%

SCS Capital Management LLC

595.97K

Jun 30, 26

+25.15K

0.03%

Addison Capital Co

590.22K

Jun 30, 26

+13.21K

0.03%

One Wealth Advisors, LLC

583.15K

Jun 30, 26

+37.46K

0.03%

MMA ASSET MANAGEMENT LLC

579.08K

Jun 30, 26

+51.18K

0.03%

Mariner, LLC

563.43K

Jun 30, 26

-427.44K

0.03%

Bernardo Wealth Planning LLC

558.07K

Jun 30, 26

-70.23K

0.03%

TIAA TRUST, NATIONAL ASSOCIATION

548.05K

Jun 30, 26

+62.91K

0.03%

Wealth Alliance

536.42K

Jun 30, 26

+150.42K

0.03%

SNS Financial Group, LLC

519.42K

Jun 30, 26

+519.42K

0.03%

Midwest Capital Advisors, LLC

513.97K

Jun 30, 26

+352.22K

0.03%

Diversify Advisory Services, LLC

493.69K

Jun 30, 26

+493.69K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

493.69K

Jun 30, 26

+84.80K

0.03%

Trek Financial, LLC

489.54K

Jun 30, 26

+22.87K

0.03%

Montecito Bank & Trust

482.55K

Jun 30, 26

+5.77K

0.02%

Phoenix Wealth Advisors

473.61K

Jun 30, 26

+34.08K

0.02%

WETZEL INVESTMENT ADVISORS, INC.

466.53K

Jun 30, 26

+232.28K

0.02%

Seascape Capital Management

461.62K

Jun 30, 26

-25.93K

0.02%

a16z Perennial Management, L.P.

459.99K

Jun 30, 26

+351.14K

0.02%

Stokes Family Office, LLC

457.71K

Jun 30, 26

-11.99K

0.02%

TSA Wealth Managment LLC

442.72K

Jun 30, 26

-51.62K

0.02%

Westfuller Advisors, LLC

439.52K

Jun 30, 26

+62.11K

0.02%

Arkadios Wealth Advisors

433.75K

Jun 30, 26

-2.06K

0.02%

Capital Analysts, LLC

430.84K

Jun 30, 26

+153.52K

0.02%

Brookstone Capital Management

428.43K

Jun 30, 26

+63.65K

0.02%

FFG RETIREMENT ADVISORS LLC

423.99K

Jun 30, 26

+265.35K

0.02%

Cardinal Strategic Wealth Guidance

418.43K

Jun 30, 26

+418.43K

0.02%

NATIONAL BANK OF CANADA /FI/

413.22K

Jun 30, 26

+17.32K

0.02%

Compagnie Lombard Odier SCmA

410.40K

Jun 30, 26

+995

0.02%

ONE Advisory Partners, LLC

406.77K

Jun 30, 26

+51.41K

0.02%

RENAISSANCE TECHNOLOGIES LLC

402.30K

Jun 30, 26

+272.50K

0.02%

Creative Planning

397.74K

Jun 30, 26

+64.15K

0.02%

Kestra Advisory Services, LLC

395.34K

Jun 30, 26

-33.51K

0.02%

Advisory Services Network, LLC

387.99K

Jun 30, 26

+70.34K

0.02%

Traveka Wealth, LLC

386.95K

Jun 30, 26

+62.18K

0.02%

SWP FINANCIAL LLC

380.60K

Jun 30, 26

+23.51K

0.02%

MILESTONE ASSET MANAGEMENT, LLC

371.79K

Jun 30, 26

+371.79K

0.02%

True North Advisors, LLC

359.35K

Jun 30, 26

-6.63K

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

356.86K

Jun 30, 26

-17.14K

0.02%

BEACON FINANCIAL GROUP

347.72K

Jun 30, 26

+28.19K

0.02%

Shared Vision Wealth Group LLC

346.71K

Jun 30, 26

+2.19K

0.02%

HIGHLINE WEALTH PARTNERS LLC

343.02K

Jun 30, 26

+51.26K

0.02%

Coign Capital Advisors LLC

340.17K

Jun 30, 26

+6.63K

0.02%

MEITAV INVESTMENT HOUSE LTD

339.54K

Jun 30, 26

+179.59K

0.02%

PAX Financial Group, LLC

338.98K

Jun 30, 26

+16.23K

0.02%

Gateway Wealth Partners, LLC

329.83K

Jun 30, 26

-221.63K

0.02%

Archer Investment Management, LLC

329.09K

Jun 30, 26

+188.11K

0.02%

Arrowroot Family Office, LLC

327.48K

Jun 30, 26

+23.78K

0.02%

Beacon Bridge Wealth Partners, LLC

326.93K

Jun 30, 26

+193.41K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

319.34K

Jun 30, 26

+39.39K

0.02%

Bay Harbor Wealth Management, LLC

317.49K

Jun 30, 26

+11.28K

0.02%

Centerline Wealth Advisors, LLC

317.46K

Jun 30, 26

-7.71K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

316.59K

Jun 30, 26

+124.13K

0.02%

Keystone Financial Services

316.12K

Jun 30, 26

+21.65K

0.02%

BCGM Wealth Management, LLC

315.31K

Jun 30, 26

+45.58K

0.02%

SigFig Wealth Management, LLC

314.90K

Jun 30, 26

+27.70K

0.02%

Sentinus, LLC

314.53K

Jun 30, 26

+121.60K

0.02%

Sovran Advisors, LLC

311.89K

Jun 30, 26

+33.40K

0.02%

Robertson Stephens Wealth Management, LLC

308.87K

Jun 30, 26

-2.76K

0.02%

McNaughton Wealth Management, LLC

308.64K

Jun 30, 26

+63.54K

0.02%

SCOTIA CAPITAL INC.

302.01K

Jun 30, 26

-2.58K

0.02%

Family Capital Trust Co

301.90K

Jun 30, 26

-66

0.02%

SIMON QUICK ADVISORS, LLC

299.49K

Jun 30, 26

+5.62K

0.02%

FIFTH THIRD BANCORP

297.46K

Jun 30, 26

+9.80K

0.02%

FINANCIAL MANAGEMENT NETWORK INC

292.00K

Jun 30, 26

-3.52K

0.01%

Cobblestone Asset Management LLC

288.83K

Jun 30, 26

+10.80K

0.01%

DEUTSCHE BANK AG\

288.50K

Jun 30, 26

-164.05K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

287.91K

Jun 30, 26

+159.12K

0.01%

Simplicity Wealth,LLC

287.72K

Jun 30, 26

+47.60K

0.01%

Ronald Blue Trust, Inc.

287.26K

Jun 30, 26

+8.07K

0.01%

Legacy Financial Group LLC

285.83K

Jun 30, 26

+37.80K

0.01%

Quadrant Private Wealth Management, LLC

283.56K

Jun 30, 26

+153.76K

0.01%

CIBC WORLD MARKET INC.

283.17K

Jun 30, 26

+58.77K

0.01%

Ashton Thomas Private Wealth, LLC

278.66K

Jun 30, 26

+80.22K

0.01%

Hilltop Holdings Inc.

276.89K

Jun 30, 26

-20.22K

0.01%

HighTower Advisors, LLC

276.49K

Jun 30, 26

+61.22K

0.01%

Center For Asset Management LLC

276.38K

Jun 30, 26

+12.02K

0.01%

ShoreHaven Wealth Partners, LLC

271.52K

Jun 30, 26

+161.05K

0.01%

Privium Fund Management (UK) Ltd

269.08K

Jun 30, 26

+164.20K

0.01%

PFG Advisors

268.27K

Jun 30, 26

+208.68K

0.01%

Fairtree Asset Management (Pty) Ltd

264.51K

Jun 30, 26

+54.71K

0.01%

UNIQUE WEALTH, LLC

257.15K

Jun 30, 26

+53.88K

0.01%

Pinion Investment Advisors, LLC

256.04K

Jun 30, 26

+171.51K

0.01%

Atlatl Advisers LLC

247.66K

Jun 30, 26

+622

0.01%

Capital Investment Advisory Services, LLC

247.00K

Jun 30, 26

+11.48K

0.01%

Spectrum Planning & Advisory Services Inc.

246.18K

Jun 30, 26

+101.63K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

244.53K

Jun 30, 26

+39.39K

0.01%

Cypress Wealth Services, LLC

243.73K

Jun 30, 26

+16.70K

0.01%

KWB Wealth

242.25K

Jun 30, 26

+224.24K

0.01%

Smartleaf Asset Management LLC

241.96K

Jun 30, 26

0.01%

WealthCare Investment Partners, LLC

240.63K

Jun 30, 26

+24.65K

0.01%

SEEDS INVESTOR LLC

240.45K

Jun 30, 26

-5.11K

0.01%

CHOREO, LLC

236.26K

Jun 30, 26

+20.17K

0.01%

West Wealth Group, LLC

232.21K

Jun 30, 26

+21.34K

0.01%

TSFG, LLC

223.46K

Jun 30, 26

+128.51K

0.01%

Drucker Wealth 3.0, LLC

222.68K

Jun 30, 26

+12.11K

0.01%

Detalus Advisors, LLC

222.32K

Jun 30, 26

+49.54K

0.01%

Portside Wealth Group, LLC

217.93K

Jun 30, 26

+7.18K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

217.89K

Jun 30, 26

0.01%

Capital Investment Counsel, LLC

215.29K

Jun 30, 26

+941

0.01%

Dynamic Advisor Solutions LLC

214.10K

Jun 30, 26

-1.31K

0.01%

Plancorp, LLC

212.50K

Jun 30, 26

+212.50K

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

210.33K

Jun 30, 26

+32.80K

0.01%

Cyndeo Wealth Partners, LLC

210.31K

Jun 30, 26

-8.12K

0.01%

Crabel Capital Management, LLC

209.76K

Jun 30, 26

+209.76K

0.01%

WATERSHED PRIVATE WEALTH LLC

208.97K

Jun 30, 26

+19.90K

0.01%

Range Financial Group LLC

205.90K

Jun 30, 26

+64.23K

0.01%

WealthShield Partners, LLC

205.85K

Jun 30, 26

+6.36K

0.01%

Stonekeep Investments, LLC

198.43K

Jun 30, 26

+12.39K

0.01%

Sterling Financial Planning, Inc.

198.23K

Jun 30, 26

+6.02K

0.01%

Redhawk Wealth Advisors, Inc.

197.00K

Jun 30, 26

+197.00K

0.01%

Founders Financial Alliance, LLC

196.47K

Jun 30, 26

+163.73K

0.01%

Shira Ridge Wealth Management

195.39K

Jun 30, 26

+5.70K

0.01%

MCCARTER PRIVATE WEALTH SERVICES LLC

194.77K

Jun 30, 26

+194.77K

0.01%

Ullmann Wealth Partners Group, LLC

194.72K

Jun 30, 26

+11.80K

0.01%

Cornerstone Planning Group LLC

194.58K

Jun 30, 26

+28.44K

0.01%

PARAGON CAPITAL MANAGEMENT INC

194.21K

Jun 30, 26

+2.47K

0.01%

DSG Capital Advisors, LLC

190.42K

Jun 30, 26

-28.96K

0.01%

MATHER GROUP, LLC.

190.40K

Jun 30, 26

+4.45K

0.01%

Wealthfront Advisers LLC

189.88K

Jun 30, 26

+18.25K

0.01%

Financial Network Wealth Management LLC

189.22K

Jun 30, 26

+6.46K

0.01%

PRIVATE TRUST CO NA

189.01K

Jun 30, 26

+6.40K

0.01%

Keebeck Wealth Management, LLC

188.24K

Jun 30, 26

+47.00K

0.01%

Twele Capital Management, Inc.

187.31K

Jun 30, 26

+31.13K

0.01%

Sollinda Capital Management LLC

187.00K

Jun 30, 26

+15.45K

0.01%

SWMG, LLC

185.86K

Jun 30, 26

-1.74K

0.01%

Bull Oak Capital, LLC

185.12K

Jun 30, 26

+6.53K

0.01%

RFG Advisory, LLC

184.75K

Jun 30, 26

-62.60K

0.01%

Sowell Financial Services LLC

183.13K

Jun 30, 26

+4.49K

0.01%

Phoenix Holdings Ltd.

179.01K

Jun 30, 26

-190.69K

0.01%

Mayflower Financial Advisors, LLC

177.20K

Jun 30, 26

-4.74K

0.01%

Dakota Wealth Management

174.53K

Jun 30, 26

+32.12K

0.01%

INTERACTIVE FINANCIAL ADVISORS, INC.

173.99K

Jun 30, 26

+31

0.01%

Hoxton Planning & Management, LLC

173.60K

Jun 30, 26

-3.22K

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

172.81K

Jun 30, 26

+72.89K

0.01%

VestGen Advisors, LLC

170.84K

Jun 30, 26

+126.88K

0.01%

NorthCrest Asset Manangement, LLC

166.90K

Jun 30, 26

+7.46K

0.01%

Apollon Wealth Management, LLC

166.52K

Jun 30, 26

+10.46K

0.01%

NOVEM GROUP

164.22K

Jun 30, 26

+7.51K

0.01%

Stratos Wealth Partners, LTD.

163.69K

Jun 30, 26

+4.56K

0.01%

THEORY FINANCIAL LLC

159.14K

Jun 30, 26

+14.29K

0.01%

EQ LLC

157.13K

Jun 30, 26

+157.13K

0.01%

Heritage Wealth Management, Inc. /CA/

153.71K

Jun 30, 26

+6.85K

0.01%

HARBOUR INVESTMENTS, INC.

152.97K

Jun 30, 26

+23.42K

0.01%

Security Financial Services, INC.

152.22K

Jun 30, 26

+14.87K

0.01%

Quadrature Capital Ltd

150.08K

Jun 30, 26

+150.08K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

147.43K

Jun 30, 26

+100.02K

0.01%

Maia Wealth LLC

147.05K

Jun 30, 26

+121.94K

0.01%

IFP Advisors, Inc

145.33K

Jun 30, 26

+44.27K

0.01%

Csenge Advisory Group

144.08K

Jun 30, 26

-13.60K

0.01%

Cheviot Value Management, LLC

142.82K

Jun 30, 26

+17.77K

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

139.53K

Jun 30, 26

-49.71K

0.01%

PKS Advisory Services, LLC

137.57K

Jun 30, 26

+137.57K

0.01%

Shelter Mutual Insurance Co

136.93K

Jun 30, 26

0.01%

Klaas Financial Asset Advisors, LLC

135.93K

Jun 30, 26

-7.34K

0.01%

ARMSTRONG ADVISORY GROUP, INC

128.11K

Jun 30, 26

+85

0.01%

CALTON & ASSOCIATES, INC.

126.39K

Jun 30, 26

+6.93K

0.01%

VisionPoint Advisory Group, LLC

124.02K

Jun 30, 26

+90.49K

0.01%

LifePlan Investment Advisors, Inc.

123.18K

Jun 30, 26

+33.41K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

123.13K

Jun 30, 26

+19.04K

0.01%

VERUS CAPITAL PARTNERS, LLC

121.87K

Jun 30, 26

+32.84K

0.01%

Blueprint Investment Partners LLC

118.75K

Jun 30, 26

-40.80K

0.01%

Eldridge Investment Advisors, Inc.

117.20K

Jun 30, 26

+117.20K

0.01%

Holistic Planning, LLC

116.77K

Jun 30, 26

+116.77K

0.01%

Tradition Wealth Management, LLC

116.45K

Jun 30, 26

+6.11K

0.01%

Keystone Financial Group

115.92K

Jun 30, 26

+18.94K

0.01%

Western Financial Corp/CA

115.86K

Jun 30, 26

+7.39K

0.01%

Inspire Advisors, LLC

115.55K

Jun 30, 26

+51.79K

0.01%

GLOBALT Investments LLC / GA

115.22K

Jun 30, 26

-2.90K

0.01%

Russell Investments Group, Ltd.

114.47K

Jun 30, 26

+6.72K

0.01%

LIFELONG WEALTH ADVISORS, INC.

110.73K

Jun 30, 26

+91.04K

0.01%

Focus Financial Network, Inc.

109.12K

Jun 30, 26

+88.32K

0.01%

5T Wealth, LLC

106.64K

Jun 30, 26

-43.79K

0.01%

IMA Wealth, Inc.

105.51K

Jun 30, 26

+105.51K

0.01%

WESBANCO BANK INC

105.03K

Jun 30, 26

+4.60K

0.01%

Buckingham Strategic Partners

104.01K

Jun 30, 26

+11.09K

0.01%

Valmark Advisers, Inc.

103.93K

Jun 30, 26

+1.10K

0.01%

Avondale Wealth Management

103.47K

Jun 30, 26

+6.69K

0.01%

Oxinas Partners Wealth Management LLC

102.42K

Jun 30, 26

-56

0.01%

BOS Asset Management, LLC

98.18K

Jun 30, 26

+68.63K

0.01%

Clearstead Advisors, LLC

98.02K

Jun 30, 26

-4.76K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

97.96K

Jun 30, 26

+7.26K

0.01%

Horizon Investments, LLC

97.87K

Jun 30, 26

-83.01K

0.01%

Snowden Capital Advisors LLC

97.67K

Jun 30, 26

+50.47K

0.01%

Tempus Wealth Planning, LLC

96.66K

Jun 30, 26

+48.81K

0.00%

Able Wealth Management LLC

96.14K

Jun 30, 26

+58.58K

0.00%

Parallel Advisors, LLC

95.73K

Jun 30, 26

+17.84K

0.00%

Barnes Wealth Management Group, Inc

95.28K

Jun 30, 26

+618

0.00%

DMC Group, LLC

95.19K

Jun 30, 26

-1.52K

0.00%

Meridian Wealth Management, LLC

95.03K

Jun 30, 26

-10.25K

0.00%

Altiora Financial Group, LLC

94.46K

Jun 30, 26

-12.32K

0.00%

Centurion Wealth Management LLC

93.69K

Jun 30, 26

+12.13K

0.00%

Triad Wealth Partners, LLC

93.20K

Jun 30, 26

-1.86M

0.00%

Lansing Street Advisors

92.15K

Jun 30, 26

-22.10K

0.00%

BIP Wealth, LLC

91.69K

Jun 30, 26

+20.15K

0.00%

Regency Capital Management Inc.\DE

89.50K

Jun 30, 26

-1.75K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

89.01K

Jun 30, 26

+15.69K

0.00%

McKinley Carter Wealth Services, Inc.

87.50K

Jun 30, 26

-402.14K

0.00%

Jordan Park Trust Co LLC

87.33K

Jun 30, 26

+4.45K

0.00%

BNP PARIBAS

85.93K

Jun 30, 26

+11.65K

0.00%

Avidian Wealth Solutions, LLC

85.46K

Jun 30, 26

+27.29K

0.00%

MA Private Wealth

84.86K

Jun 30, 26

-224

0.00%

BCU Wealth Advisors, LLC

84.67K

Jun 30, 26

+4.81K

0.00%

Gen-Wealth Partners Inc

83.81K

Jun 30, 26

+5.77K

0.00%

Tyche Wealth Partners LLC

83.09K

Jun 30, 26

+18.83K

0.00%

JFS WEALTH ADVISORS, LLC

81.84K

Jun 30, 26

+7.49K

0.00%

WealthPLAN Partners, LLC

81.23K

Jun 30, 26

+2.65K

0.00%

First Heartland Consultants, Inc.

81.02K

Jun 30, 26

+1.26K

0.00%

Ascent Wealth Partners, LLC

80.53K

Jun 30, 26

+1.92K

0.00%

National Wealth Management Group, LLC

80.10K

Jun 30, 26

-4.73K

0.00%

May Hill Capital, LLC

79.96K

Jun 30, 26

+20.46K

0.00%

Compton Financial Group, LLC

79.68K

Jun 30, 26

+79.68K

0.00%

Arete Wealth Advisors, LLC

78.68K

Jun 30, 26

+2.27K

0.00%

LongView Wealth Management

77.79K

Jun 30, 26

+15.12K

0.00%

Golden State Wealth Management, LLC

77.62K

Jun 30, 26

+59.65K

0.00%

One Day In July LLC

76.37K

Jun 30, 26

-18.12K

0.00%

One Capital Management, LLC

76.33K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

74.36K

Jun 30, 26

+18.95K

0.00%

Patriot Financial Group Insurance Agency, LLC

74.03K

Jun 30, 26

-80.91K

0.00%

Prospera Financial Services Inc

74.01K

Jun 30, 26

+4.76K

0.00%

Edgestream Partners, L.P.

73.82K

Jun 30, 26

+73.82K

0.00%

Brookwood Investment Group LLC

73.70K

Jun 30, 26

-10.19K

0.00%

CFO4Life Group, LLC

73.69K

Jun 30, 26

+50.21K

0.00%

Collier Financial

73.61K

Jun 30, 26

+4.07K

0.00%

Integrated Advisors Network LLC

73.42K

Jun 30, 26

+38.02K

0.00%

Wilshire Advisors LLC

72.84K

Jun 30, 26

+72.84K

0.00%

NWAM LLC

72.64K

Jun 30, 26

+765

0.00%

PFG Investments, LLC

72.56K

Jun 30, 26

+21.03K

0.00%

Two West Capital Advisors LLC

72.53K

Jun 30, 26

+20.42K

0.00%

Cosner Financial Group, LLC

72.31K

Jun 30, 26

0.00%

4WEALTH ADVISORS, INC.

70.30K

Jun 30, 26

-2.03K

0.00%

Argent Trust Co

70.25K

Jun 30, 26

+26.42K

0.00%

TD Waterhouse Canada Inc.

70.23K

Jun 30, 26

+31.73K

0.00%

Wealth Advisory Solutions, LLC

70.00K

Jun 30, 26

-1.14K

0.00%

MONEY CONCEPTS CAPITAL CORP

69.85K

Jun 30, 26

+8.81K

0.00%

Spire Wealth Management

69.16K

Jun 30, 26

+2.23K

0.00%

BURKE & HERBERT BANK & TRUST CO

67.67K

Jun 30, 26

+67.67K

0.00%

Fairvoy Private Wealth, LLC

67.28K

Jun 30, 26

+10.87K

0.00%

ADE, LLC

67.11K

Jun 30, 26

+6.38K

0.00%

HighPoint Advisor Group LLC

66.52K

Jun 30, 26

+550

0.00%

TME FINANCIAL, INC.

65.80K

Jun 30, 26

+4.99K

0.00%

Summit Wealth Group, LLC

65.78K

Jun 30, 26

-728

0.00%

Signal Advisors Wealth, LLC

64.96K

Jun 30, 26

+3.61K

0.00%

Marks Group Wealth Management, Inc

63.55K

Jun 30, 26

-1.31K

0.00%

Verdence Capital Advisors LLC

63.26K

Jun 30, 26

+1.89K

0.00%

J.W. COLE ADVISORS, INC.

63.25K

Jun 30, 26

+3.06K

0.00%

ESL Trust Services, LLC

62.99K

Jun 30, 26

+4.00K

0.00%

Farmers National Bank

62.71K

Jun 30, 26

+4.63K

0.00%

M1 Capital Management LLC

61.85K

Jun 30, 26

+61.85K

0.00%

Roble, Belko & Company, Inc

61.45K

Jun 30, 26

-3.90K

0.00%

Savvy Advisors, Inc.

61.21K

Jun 30, 26

+30.27K

0.00%

CoreCap Advisors, LLC

60.38K

Jun 30, 26

+2.94K

0.00%

NICOLET BANKSHARES INC

59.66K

Jun 30, 26

+45.49K

0.00%

Willis Johnson & Associates, Inc.

59.60K

Jun 30, 26

+3.38K

0.00%

Advisor OS, LLC

59.31K

Jun 30, 26

-19.71K

0.00%

XY Planning Network, Inc.

58.93K

Jun 30, 26

+22.77K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

58.60K

Jun 30, 26

+26.70K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

57.40K

Jun 30, 26

+24.46K

0.00%

RDA Financial Network

56.67K

Jun 30, 26

+8.03K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

56.23K

Jun 30, 26

+3.44K

0.00%

Empirical Asset Management, LLC

56.19K

Jun 30, 26

+16.39K

0.00%

Beacon Capital Management, LLC

55.51K

Jun 30, 26

+55.51K

0.00%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

55.08K

Jun 30, 26

+1.11K

0.00%

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

52.01K

Jun 30, 26

+3.21K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

52.01K

Jun 30, 26

-1.01K

0.00%

M&T BANK CORP

51.92K

Jun 30, 26

-5.63K

0.00%

TFB Advisors LLC

50.95K

Jun 30, 26

+5.50K

0.00%

FRANKLIN RESOURCES INC

50.80K

Jun 30, 26

-9.38K

0.00%

Apeiron RIA LLC

50.64K

Jun 30, 26

+24.78K

0.00%

Idaho Trust Bank

50.02K

Jun 30, 26

-15.56K

0.00%

BNP PARIBAS ARBITRAGE, SNC

49.29K

Jun 30, 26

+1.55K

0.00%

Clarendon Private LLC

48.88K

Jun 30, 26

+281

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

48.69K

Jun 30, 26

+2.30K

0.00%

Resources Investment Advisors, LLC.

48.59K

Jun 30, 26

+4.29K

0.00%

Miracle Mile Advisors, LLC

47.71K

Jun 30, 26

-76.60K

0.00%

Meeder Advisory Services, Inc.

47.55K

Jun 30, 26

+801

0.00%

Gladstone Institutional Advisory LLC

47.42K

Jun 30, 26

+3.06K

0.00%

Retirement Wealth Solutions LLC

47.30K

Jun 30, 26

+7.26K

0.00%

AdvisorNet Financial, Inc

47.20K

Jun 30, 26

-35.26K

0.00%

Stonehearth Capital Management, LLC

46.79K

Jun 30, 26

+4.85K

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

46.71K

Jun 30, 26

+425

0.00%

Pines Wealth Management, LLC

46.16K

Jun 30, 26

+7.18K

0.00%

Bank of Marin

45.89K

Jun 30, 26

-17.25K

0.00%

Stratos Wealth Advisors, LLC

44.95K

Jun 30, 26

+15.24K

0.00%

CI Private Wealth, LLC

44.47K

Jun 30, 26

-2.71K

0.00%

Oakworth Capital, Inc.

43.68K

Jun 30, 26

+224

0.00%

Bestgate Wealth Advisors, LLC

43.48K

Jun 30, 26

-494

0.00%

CERTIOR FINANCIAL GROUP, LLC

43.47K

Jun 30, 26

0.00%

Ninety One SA (PTY) Ltd

43.41K

Jun 30, 26

+43.41K

0.00%

Saxony Capital Management, LLC

42.49K

Jun 30, 26

+42.49K

0.00%

FIRETHORN WEALTH PARTNERS, LLC

42.48K

Jun 30, 26

-5.03K

0.00%

Wallace Advisory Group, LLC

42.20K

Jun 30, 26

+26.41K

0.00%

D.A. DAVIDSON & CO.

41.96K

Jun 30, 26

+1.88K

0.00%

Sanibel Captiva Trust Company, Inc.

41.87K

Jun 30, 26

+26.38K

0.00%

GeoWealth Management, LLC

41.22K

Jun 30, 26

+10.50K

0.00%

Cape Investment Advisory, Inc.

40.23K

Jun 30, 26

+1.26K

0.00%

ANDERSON HOAGLAND & CO

40.08K

Jun 30, 26

-24.93K

0.00%

SUTTON PLACE INVESTORS LLC

39.83K

Jun 30, 26

+4.43K

0.00%

Paragon Private Wealth Management, LLC

39.52K

Jun 30, 26

-1.20K

0.00%

FORVIS Wealth Advisors, LLC

39.14K

Jun 30, 26

-573

0.00%

Tennessee Valley Asset Management Partners

38.90K

Jun 30, 26

+746

0.00%

WEDBUSH SECURITIES INC

38.73K

Jun 30, 26

-6.51K

0.00%

BANK OF MONTREAL /CAN/

38.65K

Jun 30, 26

-17.37K

0.00%

PACIFIC FINANCIAL GROUP INC

38.50K

Jun 30, 26

+1.74K

0.00%

MSH Capital Advisors LLC

38.21K

Jun 30, 26

+5.99K

0.00%

UMB Bank, n.a.

38.12K

Jun 30, 26

-3.64K

0.00%

BESSEMER GROUP INC

38.06K

Jun 30, 26

-86.41K

0.00%

FLP Wealth Management, LLC

37.79K

Jun 30, 26

+8.19K

0.00%

DAVENPORT & Co LLC

37.39K

Jun 30, 26

+3.06K

0.00%

Stelac Advisory Services LLC

37.20K

Jun 30, 26

0.00%

WEALTHGARDEN F.S. LLC

37.13K

Jun 30, 26

+12.26K

0.00%

Beacon Financial Advisory LLC

36.80K

Jun 30, 26

+6.52K

0.00%

1ST SOURCE BANK

36.53K

Jun 30, 26

+36.53K

0.00%

Sequoia Financial Advisors, LLC

36.48K

Jun 30, 26

+1.49K

0.00%

Hobbs Wealth Management, LLC

36.10K

Jun 30, 26

+4.31K

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

35.76K

Jun 30, 26

+35.76K

0.00%

Main Street Financial Solutions, LLC

35.40K

Jun 30, 26

+13.75K

0.00%

Aspire Private Capital, LLC

35.04K

Jun 30, 26

+493

0.00%

Invera Wealth Advisors, LLC

35.01K

Jun 30, 26

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

34.73K

Jun 30, 26

-90

0.00%

CHERRYDALE WEALTH MANAGEMENT, LLC

34.72K

Jun 30, 26

-1.29K

0.00%

CENTRAL TRUST Co

34.38K

Jun 30, 26

-136

0.00%

M Holdings Securities, Inc.

34.17K

Jun 30, 26

+5.72K

0.00%

Continuum Advisory, LLC

33.59K

Jun 30, 26

+5.93K

0.00%

WORLD EQUITY GROUP, INC.

33.39K

Jun 30, 26

+4.97K

0.00%

Sovereign Financial Group, Inc.

32.55K

Jun 30, 26

+11.13K

0.00%

Moors & Cabot, Inc.

32.23K

Jun 30, 26

+2.05K

0.00%

WealthTrak Capital Management LLC

32.12K

Jun 30, 26

+2.02K

0.00%

Arlington Trust Co LLC

31.36K

Jun 30, 26

-441

0.00%

Magnolia Private Wealth, LLC

31.27K

Jun 30, 26

+31.27K

0.00%

Financial Partners Group, Inc

31.24K

Jun 30, 26

+541

0.00%

Alteri Wealth LLC

31.19K

Jun 30, 26

+356

0.00%

Hanlon Investment Management, Inc.

31.14K

Jun 30, 26

+1.73K

0.00%

Sigma Planning Corp

31.11K

Jun 30, 26

+12.94K

0.00%

HB Wealth Management, LLC

31.10K

Jun 30, 26

+851

0.00%

Merkkuri Wealth Advisors LLC

30.23K

Jun 30, 26

-6.74K

0.00%

CAHABA WEALTH MANAGEMENT, INC.

30.21K

Jun 30, 26

+274

0.00%

GREENLEAF TRUST

30.09K

Jun 30, 26

-7.83K

0.00%

NORDEN GROUP LLC

29.79K

Jun 30, 26

+1.25K

0.00%

Scarborough Advisors, LLC

29.46K

Jun 30, 26

-296.76K

0.00%

Quotient Wealth Partners, LLC

28.95K

Jun 30, 26

+3.13K

0.00%

CULLEN/FROST BANKERS, INC.

27.41K

Jun 30, 26

+9.09K

0.00%

Joel Adams & Associates, Inc.

27.22K

Jun 30, 26

+14.51K

0.00%

Wise Wealth Partners

27.21K

Jun 30, 26

-738

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

27.19K

Jun 30, 26

+3.05K

0.00%

Kestra Investment Management, LLC

27.11K

Jun 30, 26

+27.11K

0.00%

Intelligence Driven Advisers, LLC

27.11K

Jun 30, 26

+1.62K

0.00%

Blue Capital, Inc.

26.85K

Jun 30, 26

+26.85K

0.00%

Braun-Bostich & Associates Inc.

26.61K

Jun 30, 26

+26.61K

0.00%

Fountainhead AM, LLC

26.55K

Jun 30, 26

-1.22K

0.00%

Net Worth Advisory Group

26.13K

Jun 30, 26

-83.60K

0.00%

Thrive Capital Management, LLC

26.01K

Jun 30, 26

+506

0.00%

Breakwater Investment Management

25.93K

Jun 30, 26

+23.25K

0.00%

Bryn Mawr Capital Management, LLC

25.90K

Jun 30, 26

-1.48K

0.00%

Darden Wealth Group Inc

25.80K

Jun 30, 26

-29

0.00%

CADINHA & CO LLC

25.71K

Jun 30, 26

0.00%

Family Wealth Group, LLC

25.71K

Jun 30, 26

+5.13K

0.00%

Summit Financial, LLC

24.98K

Jun 30, 26

+24.98K

0.00%

StoneX Group Inc.

24.93K

Jun 30, 26

+24.93K

0.00%

Avid Wealth Partners LLC

24.62K

Jun 30, 26

+24.62K

0.00%

Precision Wealth Strategies, LLC

24.58K

Jun 30, 26

-4.58K

0.00%

FOSTER & MOTLEY INC

24.47K

Jun 30, 26

-703

0.00%

CITIZENS FINANCIAL GROUP INC/RI

24.36K

Jun 30, 26

-21.68K

0.00%

HBK Sorce Advisory LLC

24.31K

Jun 30, 26

-5.08K

0.00%

Hara Capital LLC

23.97K

Jun 30, 26

-9.34K

0.00%

Independent Advisor Alliance

23.93K

Jun 30, 26

-302.60K

0.00%

Garden State Investment Advisory Services LLC

23.92K

Jun 30, 26

+195

0.00%

Waterloo Capital, L.P.

23.24K

Jun 30, 26

-2.57K

0.00%

ZENITH SOLUTIONS, INC.

23.22K

Jun 30, 26

+23.22K

0.00%

Van Hulzen Asset Management, LLC

22.95K

Jun 30, 26

-287

0.00%

Kovack Advisors, Inc.

22.84K

Jun 30, 26

-6.45K

0.00%

Patten Group, Inc.

22.84K

Jun 30, 26

-1.92K

0.00%

Financial Network Wealth Advisors LLC

22.68K

Jun 30, 26

+2.90K

0.00%

Clear Harbor Asset Management, LLC

22.53K

Jun 30, 26

-1.63K

0.00%

DecisionMap Wealth Management, LLC

22.03K

Jun 30, 26

-2.58K

0.00%

DOLIVER ADVISORS, LP

22.01K

Jun 30, 26

+22.01K

0.00%

Total Clarity Wealth Management, Inc.

21.98K

Jun 30, 26

+1.18K

0.00%

Midwest Trust Co

21.83K

Jun 30, 26

-16.57K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

21.35K

Jun 30, 26

-5.59K

0.00%

Roundview Capital LLC

21.34K

Jun 30, 26

-1.13K

0.00%

Alliance Wealth Advisors, LLC /UT

21.32K

Jun 30, 26

-8.03K

0.00%

Migdal Insurance & Financial Holdings Ltd.

21.29K

Jun 30, 26

0.00%

Marshall Financial Group LLC

21.22K

Jun 30, 26

-2.17K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

21.14K

Jun 30, 26

-1.51K

0.00%

Members Trust Co

20.99K

Jun 30, 26

-918

0.00%

PETRA FINANCIAL ADVISORS INC

20.96K

Jun 30, 26

+179

0.00%

MONECO Advisors, LLC

20.86K

Jun 30, 26

+42

0.00%

BridgePort Financial Solutions, LLC

20.81K

Jun 30, 26

+6.85K

0.00%

HFG Wealth Management, LLC

20.48K

Jun 30, 26

-877

0.00%

Prosperity Consulting Group, LLC

20.46K

Jun 30, 26

-1.67K

0.00%

KICKSTAND VENTURES, LLC.

20.42K

Jun 30, 26

-41.03K

0.00%

Petix & Botte Co

20.32K

Jun 30, 26

+2.40K

0.00%

Heritage Family Offices, LLP

20.28K

Jun 30, 26

+4.36K

0.00%

Sculati Wealth Management, LLC

20.21K

Jun 30, 26

+2.69K

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

19.98K

Jun 30, 26

+19.98K

0.00%

Destiny Wealth Partners, LLC

19.91K

Jun 30, 26

-394

0.00%

Cooper Financial Group

19.62K

Jun 30, 26

+1.62K

0.00%

Accurate Wealth Management, LLC

19.59K

Jun 30, 26

-1.02K

0.00%

Latitude Advisors, LLC

19.37K

Jun 30, 26

+6.44K

0.00%

Falcon Wealth Planning

19.25K

Jun 30, 26

-2.60K

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

19.13K

Jun 30, 26

+975

0.00%

W ADVISORS, LLC

18.94K

Jun 30, 26

+3.88K

0.00%

Investment Advisory Group, LLC

18.53K

Jun 30, 26

+18.53K

0.00%

Intrua Financial, LLC

18.40K

Jun 30, 26

+2.16K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

18.19K

Jun 30, 26

+18.19K

0.00%

ROOF EIDAM & MAYCOCK/ADV

18.07K

Jun 30, 26

0.00%

Rinkey Investments

18.06K

Jun 30, 26

0.00%

Three Bridge Wealth Advisors, LLC

18.03K

Jun 30, 26

+1.28K

0.00%

Fulcrum Equity Management

17.99K

Jun 30, 26

+1.99K

0.00%

Raleigh Capital Management Inc.

17.72K

Jun 30, 26

+5.73K

0.00%

City State Bank

17.69K

Jun 30, 26

+2.00K

0.00%

Oregon Pacific Wealth Management, LLC

17.26K

Jun 30, 26

+1.91K

0.00%

RHUMBLINE ADVISERS

16.97K

Jun 30, 26

0.00%

Stewardship Advisors, LLC

16.88K

Jun 30, 26

-37.55K

0.00%

Venture Visionary Partners LLC

16.82K

Jun 30, 26

+16.82K

0.00%

GK Wealth Management LLC

16.81K

Jun 30, 26

+16.81K

0.00%

Avantra Family Wealth, Inc.

16.57K

Jun 30, 26

+16.57K

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

16.46K

Jun 30, 26

+600

0.00%

Atomi Financial Group, Inc.

16.19K

Jun 30, 26

+631

0.00%

Triumph Capital Management

16.18K

Jun 30, 26

+281

0.00%

Lido Advisors, LLC

15.62K

Jun 30, 26

-3.01K

0.00%

CAHILL FINANCIAL ADVISORS INC

15.59K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

15.55K

Jun 30, 26

+5.83K

0.00%

Lloyd Advisory Services, LLC.

15.32K

Jun 30, 26

+3.67K

0.00%

Collaborative Wealth Managment Inc.

15.26K

Jun 30, 26

+3.89K

0.00%

GWN SECURITIES INC.

15.14K

Jun 30, 26

+15.14K

0.00%

SageView Advisory Group, LLC

15.06K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.91K

Jun 30, 26

+191

0.00%

Elevated Capital Advisors, LLC

14.89K

Jun 30, 26

-28.06K

0.00%

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

14.79K

Jun 30, 26

+14.79K

0.00%

Hutchens & Kramer Investment Management Group, LLC

14.65K

Jun 30, 26

+946

0.00%

Paladin Advisory Group, LLC

14.65K

Jun 30, 26

0.00%

OMNI 360 Wealth, Inc.

14.56K

Jun 30, 26

+1.66K

0.00%

CAP Partners, LLC

14.44K

Jun 30, 26

+2.66K

0.00%

Gilliland Jeter Wealth Management LLC

14.44K

Jun 30, 26

+2.77K

0.00%

VICTORY FINANCIAL GROUP, LLC

14.41K

Jun 30, 26

-733

0.00%

DAGCO, INC.

14.37K

Jun 30, 26

-10.58K

0.00%

Berger Financial Group, Inc

14.30K

Jun 30, 26

+4.15K

0.00%

Fourth Dimension Wealth, LLC

14.26K

Jun 30, 26

+969

0.00%

Forthright Family Wealth Advisory LLC

14.24K

Jun 30, 26

+14.24K

0.00%

Stirlingshire Investments, Inc.

14.13K

Jun 30, 26

+1.32K

0.00%

Impact Partnership Wealth, LLC

14.12K

Jun 30, 26

-261

0.00%

LVW Advisors, LLC

14.11K

Jun 30, 26

+14.11K

0.00%

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

13.96K

Jun 30, 26

-13

0.00%

DELTA ASSET MANAGEMENT LLC/TN

13.83K

Jun 30, 26

-2.25K

0.00%

Johnson Financial Group, LLC

13.83K

Jun 30, 26

0.00%

STEPHENS INC /AR/

13.68K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

13.55K

Jun 30, 26

+5.28K

0.00%

Lantern Wealth Advisors, LLC

13.50K

Jun 30, 26

+3.32K

0.00%

PRUDENT INVESTORS NETWORK, INC.

13.43K

Jun 30, 26

0.00%

Seneca Financial Advisors LLC

13.38K

Jun 30, 26

-3.41K

0.00%

Kingdom Financial Group LLC.

13.38K

Jun 30, 26

+1.73K

0.00%

NOVUS ADVISORS, LLC

13.33K

Jun 30, 26

+2.25K

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

13.32K

Jun 30, 26

+2.50K

0.00%

GDS Wealth Management

13.27K

Jun 30, 26

+492

0.00%

PUREfi Wealth, LLC

13.24K

Jun 30, 26

+230

0.00%

MEYER HANDELMAN CO

13.13K

Jun 30, 26

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

12.97K

Jun 30, 26

-620

0.00%

Leading Edge Financial Planning LLC

12.84K

Jun 30, 26

+12.84K

0.00%

Quartz Partners, LLC

12.84K

Jun 30, 26

+150

0.00%

SUMMIT WEALTH GROUP LLC / CO

12.83K

Jun 30, 26

+12.83K

0.00%

Pine Valley Investments Ltd Liability Co

12.79K

Jun 30, 26

-737

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

12.74K

Jun 30, 26

+12.74K

0.00%

BLAIR WILLIAM & CO/IL

12.69K

Jun 30, 26

-4.90K

0.00%

CV Advisors LLC

12.58K

Jun 30, 26

+12.58K

0.00%

BFSG, LLC

12.41K

Jun 30, 26

+1.09K

0.00%

Sand Hill Global Advisors, LLC

12.34K

Jun 30, 26

-329

0.00%

abrdn plc

12.32K

Jun 30, 26

-621

0.00%

RICHARDSON FINANCIAL SERVICES INC.

12.31K

Jun 30, 26

+4.26K

0.00%

GABLES CAPITAL MANAGEMENT INC.

12.30K

Jun 30, 26

0.00%

Sterling Investment Counsel, LLC

12.18K

Jun 30, 26

-459

0.00%

IRON Financial LLC

12.10K

Jun 30, 26

-1.15K

0.00%

EverSource Wealth Advisors, LLC

12.08K

Jun 30, 26

-1.79K

0.00%

Astoria Portfolio Advisors LLC.

12.03K

Jun 30, 26

+12.03K

0.00%

ROTHSCHILD INVESTMENT LLC

11.98K

Jun 30, 26

+58

0.00%

PSI Advisors, LLC

11.92K

Jun 30, 26

+1.60K

0.00%

Americana Partners, LLC

11.87K

Jun 30, 26

-4.08K

0.00%

4J Wealth Management LLC

11.81K

Jun 30, 26

-2.30K

0.00%

TRUE Private Wealth Advisors

11.59K

Jun 30, 26

+11.59K

0.00%

Rossby Financial, LCC

11.45K

Jun 30, 26

-2.05K

0.00%

BENJAMIN EDWARDS INC

11.45K

Jun 30, 26

+1.02K

0.00%

Leslie Global Wealth, LLC

11.40K

Jun 30, 26

+11.40K

0.00%

STABLEFORD CAPITAL II LLC

11.20K

Jun 30, 26

-82.37K

0.00%

Tidemark, LLC

11.16K

Jun 30, 26

-2.27K

0.00%

TrueWealth Advisors, LLC

11.02K

Jun 30, 26

+1.00K

0.00%

BROWN BROTHERS HARRIMAN & CO

10.89K

Jun 30, 26

-11.54K

0.00%

Hickory Point Bank & Trust

10.88K

Jun 30, 26

0.00%

Syntegra Private Wealth Group, LLC

10.74K

Jun 30, 26

+46

0.00%

Prasad Wealth Partners, LLC

10.71K

Jun 30, 26

-248

0.00%

Axis Wealth Partners, LLC

10.68K

Jun 30, 26

+35

0.00%

Catalytic Wealth RIA, LLC

10.45K

Jun 30, 26

+1.05K

0.00%

KFG WEALTH MANAGEMENT, LLC

10.35K

Jun 30, 26

-75

0.00%

GAMMA Investing LLC

10.34K

Jun 30, 26

+5.34K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

10.19K

Jun 30, 26

-1.22K

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

10.18K

Jun 30, 26

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

10.16K

Jun 30, 26

+566

0.00%

Rialto Wealth Management, LLC

10.11K

Jun 30, 26

+8.59K

0.00%

Spinnaker Investment Group, LLC

9.98K

Jun 30, 26

+9.98K

0.00%

NewEdge Wealth, LLC

9.96K

Jun 30, 26

+862

0.00%

Williams Jones Wealth Management, LLC.

9.90K

Jun 30, 26

+9.90K

0.00%

Modera Wealth Management, LLC

9.72K

Jun 30, 26

+493

0.00%

Mosley Wealth Management

9.71K

Jun 30, 26

-19.91K

0.00%

NORTHLAND SECURITIES, INC.

9.60K

Jun 30, 26

+9.60K

0.00%

Columbia River Financial Group, LLC

9.56K

Jun 30, 26

0.00%

ACCREDITED INVESTOR SERVICES, LLC

9.51K

Jun 30, 26

0.00%

Apella Capital, LLC

9.47K

Jun 30, 26

+9.47K

0.00%

Alta Wealth Advisors LLC

9.44K

Jun 30, 26

+9.44K

0.00%

Costello Asset Management, INC

9.17K

Jun 30, 26

+81

0.00%

Colonial Trust Co / SC

9.10K

Jun 30, 26

-1.20K

0.00%

NBC SECURITIES, INC.

9.05K

Jun 30, 26

+671

0.00%

Embree Financial Group

8.97K

Jun 30, 26

+8.97K

0.00%

PROFFITT & GOODSON INC

8.93K

Jun 30, 26

+178

0.00%

Baker Avenue Asset Management, LP

8.88K

Jun 30, 26

-132

0.00%

SOUTH PLAINS FINANCIAL, INC.

8.50K

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

7.59K

Jun 30, 26

+590

0.00%

LifeSteps Financial, Inc.

7.58K

Jun 30, 26

+7.58K

0.00%

Independence Bank of Kentucky

7.32K

Jun 30, 26

-365

0.00%

New Republic Capital, LLC

6.91K

Jun 30, 26

+517

0.00%

First Pacific Financial

6.87K

Jun 30, 26

-2.79K

0.00%

Signature Resources Capital Management, LLC

6.45K

Jun 30, 26

0.00%

NBT BANK N A /NY

6.35K

Jun 30, 26

-9.86K

0.00%

Buck Wealth Strategies, LLC

6.16K

Jun 30, 26

+6.16K

0.00%

ADIRONDACK TRUST CO

5.65K

Jun 30, 26

-182

0.00%

Pflug Koory, LLC

4.95K

Jun 30, 26

0.00%

Vanguard National Trust Co

4.88K

Jun 30, 26

-661

0.00%

Acropolis Investment Management, LLC

4.55K

Jun 30, 26

0.00%

WHITTIER TRUST CO

4.53K

Jun 30, 26

+3.95K

0.00%

Coastal Investment Advisors, Inc.

4.43K

Jun 30, 26

+4.43K

0.00%

Bogart Wealth, LLC

4.36K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

4.32K

Jun 30, 26

+4.32K

0.00%

BRYN MAWR TRUST Co

4.11K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

3.99K

Jun 30, 26

+53

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

3.92K

Jun 30, 26

+3.92K

0.00%

Truvestments Capital LLC

3.86K

Jun 30, 26

-1.62K

0.00%

Quest 10 Wealth Builders, Inc.

3.83K

Jun 30, 26

+194

0.00%

AlphaCore Capital LLC

3.50K

Jun 30, 26

+828

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

3.42K

Jun 30, 26

+2.30K

0.00%

TRUST CO OF VERMONT

3.40K

Jun 30, 26

+3.40K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.33K

Jun 30, 26

0.00%

Golden State Equity Partners

3.27K

Jun 30, 26

-243.12K

0.00%

FINANCIAL CONSULATE, INC

3.27K

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

2.92K

Jun 30, 26

+26

0.00%

First PREMIER Bank

2.88K

Jun 30, 26

0.00%

Piscataqua Savings Bank

2.61K

Jun 30, 26

0.00%

Kilter Group LLC

2.45K

Jun 30, 26

+260

0.00%

YANKCOM Partnership

2.40K

Jun 30, 26

+2.40K

0.00%

Indiana Trust & Investment Management CO

2.26K

Jun 30, 26

0.00%

Crewe Advisors LLC

2.10K

Jun 30, 26

+981

0.00%

Avion Wealth

2.05K

Jun 30, 26

0.00%

Canton Hathaway, LLC

1.95K

Jun 30, 26

+950

0.00%

Decker Retirement Planning Inc.

1.88K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.78K

Jun 30, 26

0.00%

Guardian Partners Inc.

1.77K

Jun 30, 26

+1.77K

0.00%

SALEM INVESTMENT COUNSELORS INC

1.69K

Jun 30, 26

0.00%

WealthCollab, LLC

1.68K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.67K

Jun 30, 26

-1.49K

0.00%

Strategic Wealth Partners, Ltd.

1.53K

Jun 30, 26

-416

0.00%

VANGUARD ADVISERS INC

1.50K

Jun 30, 26

-173

0.00%

LOWE BROCKENBROUGH & CO INC

1.25K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.20K

Jun 30, 26

+198

0.00%

S&T BANK/PA

1.08K

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

1.03K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.01K

Jun 30, 26

0.00%

Investors Research Corp

996

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

965

Jun 30, 26

0.00%

932

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

873

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

801

Jun 30, 26

0.00%

BankPlus Trust Department

785

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

772

Jun 30, 26

+772

0.00%

REAP Financial Group, LLC

744

Jun 30, 26

0.00%

SIGNATUREFD, LLC

727

Jun 30, 26

-229

0.00%

BARRETT & COMPANY, INC.

692

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

638

Jun 30, 26

+638

0.00%

PEOPLES FINANCIAL SERVICES CORP.

619

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

590

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

575

Jun 30, 26

0.00%

Cordant, Inc.

556

Jun 30, 26

+556

0.00%

Strategic Investment Solutions, Inc. /IL

539

Jun 30, 26

0.00%

MTM Investment Management, LLC

527

Jun 30, 26

0.00%

SYNTAX RESEARCH, INC.

496

Jun 30, 26

-22.48K

0.00%

Nova Wealth Management, Inc.

478

Jun 30, 26

0.00%

West Branch Capital LLC

447

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

332

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

331

Jun 30, 26

0.00%

Fairscale Capital, LLC

330

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

325

Jun 30, 26

+325

0.00%

CALDWELL SUTTER CAPITAL, INC.

300

Jun 30, 26

0.00%

VIMA LLC

282

Jun 30, 26

+282

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

261

Jun 30, 26

-451

0.00%

SIMPLEX TRADING, LLC

249

Jun 30, 26

-2.53K

0.00%

WestEnd Advisors, LLC

242

Jun 30, 26

0.00%

Rossmore Private Capital

222

Jun 30, 26

0.00%

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

212

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

202

Jun 30, 26

-91.28K

0.00%

Archer Investment Corp

182

Jun 30, 26

+34

0.00%

SouthState Corp

171

Jun 30, 26

-1.74K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

171

Jun 30, 26

+118

0.00%

Reyes Financial Architecture, Inc.

170

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

169

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

166

Jun 30, 26

+166

0.00%

MPWM ADVISORY SOLUTIONS, LLC

161

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

156

Jun 30, 26

+94

0.00%

Financial Gravity Companies, Inc.

154

Jun 30, 26

+154

0.00%

MOTCO

147

Jun 30, 26

-85

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

147

Jun 30, 26

0.00%

LRI Investments, LLC

122

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

113

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

113

Jun 30, 26

0.00%

HOWE & RUSLING INC

101

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

100

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

+96

0.00%

Davis Capital Management

Jun 30, 26

-115

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

+92

0.00%

Kozak & Associates, Inc.

Jun 30, 26

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

Community Financial Services Group, LLC

Jun 30, 26

+44

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

-23

0.00%

RMG Wealth Management LLC

Jun 30, 26

+27

0.00%

Aspect Partners, LLC

Jun 30, 26

+21

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

-36

NATIXIS

Jun 30, 26

-10.59K

KELLY FINANCIAL GROUP LLC

Jun 30, 26

-10.49K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-54.67K

Tower Research Capital LLC (TRC)

Jun 30, 26

-195

Riverview Trust Co

Jun 30, 26

-224

Red Door Wealth Management, LLC

Jun 30, 26

-13.14K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-63.24K

Johnson Financial Group, Inc.

Jun 30, 26

-51

Greykasell Wealth Strategies, Inc.

Jun 30, 26

-494

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-9.40K

Sound Income Strategies, LLC

Jun 30, 26

-946

LEAVELL INVESTMENT MANAGEMENT, INC.

Jun 30, 26

-14.99K

Jump Financial, LLC

Jun 30, 26

-16.33K

EASTERN BANK

Jun 30, 26

-2.61K

Retireful, LLC

Jun 30, 26

-15.71K

Deane Retirement Strategies, Inc.

Jun 30, 26

-412

PEOPLES BANK /OH

Jun 30, 26

-9.00K

ANCHOR CAPITAL ADVISORS LLC

Jun 30, 26

-31.08K

Richmond Investment Services, LLC

Jun 30, 26

-107.83K

TRUST CO OF TOLEDO NA /OH/

Jun 30, 26

-3.00K

Mowery & Schoenfeld Wealth Management, LLC

Jun 30, 26

-324

Hibernia Wealth Partners, LLC

Jun 30, 26

-10.98K

Baer Investment Advisory LLC

Jun 30, 26

-15.14K

HHM Wealth Advisors, LLC

Jun 30, 26

-3.73K

Financial Freedom, LLC

Jun 30, 26

-115

EPG Wealth Management LLC

Jun 30, 26

-2.23K

Global Wealth Strategies & Associates

Jun 30, 26

-1.29K

POM Investment Strategies, LLC

Jun 30, 26

-251

DUNCKER STREETT & CO INC

Jun 30, 26

-8

Root Financial Partners, LLC

Jun 30, 26

-1.19K

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

-618

Darwin Wealth Management, LLC

Jun 30, 26

-20

Operose Advisors LLC

Jun 30, 26

-133

Gryphon Financial Partners LLC

Jun 30, 26

-20.06K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-4.50K

Strategic Financial Concepts, LLC

Jun 30, 26

-10.32K

Fortitude Advisory Group L.L.C.

Jun 30, 26

-9.76K

FIFTH THIRD SECURITIES, INC.

Jun 30, 26

-13.20K

Soltis Investment Advisors LLC

Jun 30, 26

-16.23K

Optas, LLC

Jun 30, 26

-80.84K

TrueWealth Financial Partners

Jun 30, 26

-17.91K

RCS Financial Planning, LLC

Jun 30, 26

-9.38K

Opal Wealth Advisors, LLC

Jun 30, 26

-3.43K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-54.64K

BANK OF AMERICA CORP /DE/

474.77M

Mar 31, 26

+80.06M

24.35%

US BANCORP \DE\

46.83M

Mar 31, 26

+45.19M

2.40%

MORGAN STANLEY

41.05M

Mar 31, 26

+8.50M

2.11%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

25.52M

Mar 31, 26

+1.84M

1.31%

Cetera Investment Advisers

10.14M

Mar 31, 26

+6.00M

0.52%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.93M

Mar 31, 26

+2.33M

0.51%

UBS Group AG

9.43M

Mar 31, 26

+4.13M

0.48%

NORTHERN TRUST CORP

8.32M

Mar 31, 26

+3.62M

0.43%

AMERIPRISE FINANCIAL INC

7.90M

Mar 31, 26

+2.95M

0.41%

CWM, LLC

7.55M

Mar 31, 26

+6.48M

0.39%

EP Wealth Advisors, LLC

6.99M

Mar 31, 26

+423.44K

0.36%

Dynasty Wealth Management, LLC

6.63M

Mar 31, 26

+6.16M

0.34%

FMR LLC

6.35M

Mar 31, 26

-1.05M

0.33%

Norinchukin Bank, The

6.16M

Mar 31, 26

-105.13K

0.32%

BROWN ADVISORY INC

6.10M

Mar 31, 26

+3.19M

0.31%

Hirtle Callaghan & Co LLC

5.60M

Mar 31, 26

-13.08K

0.29%

ROYAL BANK OF CANADA

5.41M

Mar 31, 26

+889.52K

0.28%

Mill Creek Capital Advisors, LLC

5.10M

Mar 31, 26

+148.24K

0.26%

CAPTRUST FINANCIAL ADVISORS

4.86M

Mar 31, 26

+101.80K

0.25%

Sanctuary Advisors, LLC

4.04M

Mar 31, 26

+2.20M

0.21%

RAYMOND JAMES FINANCIAL INC

3.70M

Mar 31, 26

+1.02M

0.19%

1607 Capital Partners, LLC

3.41M

Mar 31, 26

+194.05K

0.17%

CASTLEARK MANAGEMENT LLC

3.33M

Mar 31, 26

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

3.17M

Mar 31, 26

+731.39K

0.16%

UBS ASSET MANAGEMENT AMERICAS INC

3.12M

Mar 31, 26

+2.68M

0.16%

Itau Unibanco Holding S.A.

2.90M

Mar 31, 26

-159.36K

0.15%

NewEdge Advisors, LLC

2.84M

Mar 31, 26

+2.20M

0.15%

ADVISOR GROUP HOLDINGS, INC.

2.82M

Mar 31, 26

+559.23K

0.14%

WELLS FARGO & COMPANY/MN

2.52M

Mar 31, 26

+545.57K

0.13%

STIFEL FINANCIAL CORP

2.44M

Mar 31, 26

+1.58M

0.13%

Cresset Asset Management, LLC

2.11M

Mar 31, 26

+226.40K

0.11%

Colony Group, LLC

1.96M

Mar 31, 26

+121.81K

0.10%

Foundations Investment Advisors, LLC

1.63M

Mar 31, 26

+1.25M

0.08%

Cerity Partners LLC

1.57M

Mar 31, 26

+585.49K

0.08%

CreativeOne Wealth, LLC

1.39M

Mar 31, 26

+1.19M

0.07%

Equitable Holdings, Inc.

1.31M

Mar 31, 26

+308.32K

0.07%

Acorns Advisers, LLC

1.20M

Mar 31, 26

+2.33K

0.06%

Lifeworks Advisors, LLC

1.14M

Mar 31, 26

+23.53K

0.06%

Rockefeller Capital Management L.P.

1.13M

Mar 31, 26

+53.97K

0.06%

Strategic Investment Advisors / MI

1.06M

Mar 31, 26

+471.84K

0.05%

Modern Wealth Management, LLC

1.03M

Mar 31, 26

+448.60K

0.05%

Mount Yale Investment Advisors, LLC

960.57K

Mar 31, 26

+353.74K

0.05%

COMMERCE BANK

947.52K

Mar 31, 26

-425.17K

0.05%

Envision Financial Planning, LLC

927.89K

Mar 31, 26

+60.51K

0.05%

Baird Financial Group, Inc.

897.15K

Mar 31, 26

+606.26K

0.05%

Annandale Capital, LLC

873.54K

Mar 31, 26

+28.50K

0.04%

Gibbs Wealth Management

853.80K

Mar 31, 26

+323.29K

0.04%

Vestmark Advisory Solutions, Inc.

848.27K

Mar 31, 26

+252.36K

0.04%

SOL Capital Management CO

782.35K

Mar 31, 26

+782.35K

0.04%

Brinker Capital Investments, LLC

759.32K

Mar 31, 26

+522.56K

0.04%

Capital Planning Advisors, LLC

731.37K

Mar 31, 26

-18.64K

0.04%

Steward Partners Investment Advisory, LLC

731.27K

Mar 31, 26

+287.93K

0.04%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

671.70K

Mar 31, 26

-41.36K

0.03%

Integrated Wealth Concepts LLC

653.19K

Mar 31, 26

+112.94K

0.03%

Gotham Asset Management, LLC

640.68K

Mar 31, 26

+21.82K

0.03%

Mutual Advisors, LLC

613.01K

Mar 31, 26

+103.10K

0.03%

JT Stratford LLC

595.68K

Mar 31, 26

+359.54K

0.03%

MACQUARIE MANAGEMENT HOLDINGS, INC.

580.86K

Mar 31, 26

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

531.71K

Mar 31, 26

+363.76K

0.03%

ARGI Investment Services, LLC

522.60K

Mar 31, 26

-873

0.03%

PRUDENTIAL PLC

522.51K

Mar 31, 26

-24.37K

0.03%

CITADEL ADVISORS LLC

474.79K

Mar 31, 26

+474.79K

0.02%

Trek Financial, LLC

466.67K

Mar 31, 26

+381.05K

0.02%

BARCLAYS PLC

425.15K

Mar 31, 26

+360.43K

0.02%

Regal Investment Advisors LLC

413.33K

Mar 31, 26

+255.83K

0.02%

Spectrum Strategic Capital Management, LLC

401.59K

Mar 31, 26

-32.16K

0.02%

JONES FINANCIAL COMPANIES LLLP

375.69K

Mar 31, 26

+52.91K

0.02%

FLOW TRADERS U.S. LLC

343.71K

Mar 31, 26

+14.04K

0.02%

Pensionmark Financial Group, LLC

335.99K

Mar 31, 26

+196.50K

0.02%

Creative Planning

333.60K

Mar 31, 26

+27.42K

0.02%

Independent Advisor Alliance

326.53K

Mar 31, 26

+289.85K

0.02%

Advisory Services Network, LLC

317.65K

Mar 31, 26

+173.68K

0.02%

Anfield Capital Management, LLC

299.61K

Mar 31, 26

+53.42K

0.02%

Hilltop Holdings Inc.

297.11K

Mar 31, 26

-28.98K

0.02%

ALLIANCEBERNSTEIN L.P.

291.24K

Mar 31, 26

+846

0.01%

Invst, LLC

277.57K

Mar 31, 26

+247.10K

0.01%

True Vision MN LLC

276.96K

Mar 31, 26

+232.59K

0.01%

Smartleaf Asset Management LLC

241.96K

Mar 31, 26

+94.72K

0.01%

Financial Engines Advisors L.L.C.

227.41K

Mar 31, 26

-68.58K

0.01%

HSBC HOLDINGS PLC

221.57K

Mar 31, 26

+5.41K

0.01%

U.S. Capital Wealth Advisors, LLC

211.14K

Mar 31, 26

+146.77K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

192.46K

Mar 31, 26

+57.18K

0.01%

Perennial Investment Advisors, LLC

183.33K

Mar 31, 26

+146.73K

0.01%

Financial Network Wealth Management LLC

182.75K

Mar 31, 26

+4.79K

0.01%

Horizon Investments, LLC

180.88K

Mar 31, 26

+90.80K

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

177.53K

Mar 31, 26

+98.37K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

177.38K

Mar 31, 26

+150.52K

0.01%

Element Wealth, LLC

170.65K

Mar 31, 26

-6.80K

0.01%

Dorsey & Whitney Trust CO LLC

160.42K

Mar 31, 26

-8

0.01%

Keebeck Wealth Management, LLC

141.24K

Mar 31, 26

+131.20K

0.01%

Blueprint Financial Advisors LLC

139.49K

Mar 31, 26

-11.54K

0.01%

RENAISSANCE TECHNOLOGIES LLC

129.80K

Mar 31, 26

+129.80K

0.01%

Vertex Planning Partners, LLC

122.78K

Mar 31, 26

+108.41K

0.01%

Synergy Investment Management, LLC

115.61K

Mar 31, 26

+115.61K

0.01%

Coordinated Financial Services, Inc.

114.63K

Mar 31, 26

+2.09K

0.01%

JPL Wealth Management, LLC

104.83K

Mar 31, 26

+35.21K

0.01%

Catalina Capital Group, LLC

104.40K

Mar 31, 26

+25.16K

0.01%

Blue Edge Capital, LLC

103.26K

Mar 31, 26

+4.06K

0.01%

Advyzon Investment Management, LLC

92.06K

Mar 31, 26

+28.85K

0.00%

Ameritas Advisory Services, LLC

91.77K

Mar 31, 26

+1.76K

0.00%

Regency Capital Management Inc.\DE

91.25K

Mar 31, 26

+10.52K

0.00%

HRT FINANCIAL LP

90.93K

Mar 31, 26

+90.93K

0.00%

Redwood Investment Management, LLC

89.48K

Mar 31, 26

+77.64K

0.00%

Beacon Pointe Advisors, LLC

88.78K

Mar 31, 26

-9.02K

0.00%

GOLDMAN SACHS GROUP INC

88.23K

Mar 31, 26

-94.57K

0.00%

Ausdal Financial Partners, Inc.

83.55K

Mar 31, 26

-110.10K

0.00%

One Capital Management, LLC

76.33K

Mar 31, 26

+21.63K

0.00%

Yukon Wealth Management, Inc.

74.46K

Mar 31, 26

+4.41K

0.00%

BNP PARIBAS

74.28K

Mar 31, 26

+5.47K

0.00%

Keel Point, LLC

73.63K

Mar 31, 26

-72.78K

0.00%

Bank of Marin

63.14K

Mar 31, 26

-843

0.00%

MAI Capital Management

61.93K

Mar 31, 26

+381

0.00%

FRANKLIN RESOURCES INC

60.18K

Mar 31, 26

-6.00K

0.00%

ESL Trust Services, LLC

58.99K

Mar 31, 26

+58.99K

0.00%

BUSH INVESTMENT GROUP, LLC

57.75K

Mar 31, 26

+57.75K

0.00%

Willis Johnson & Associates, Inc.

56.22K

Mar 31, 26

+7.15K

0.00%

BANK OF MONTREAL /CAN/

56.02K

Mar 31, 26

+2.62K

0.00%

Western Wealth Management, LLC

53.56K

Mar 31, 26

+18.00K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

51.92K

Mar 31, 26

-472.42K

0.00%

Kingsview Wealth Management, LLC

49.62K

Mar 31, 26

+2.15K

0.00%

BNP PARIBAS ARBITRAGE, SNC

47.73K

Mar 31, 26

0.00%

CI Private Wealth, LLC

47.18K

Mar 31, 26

-39.71K

0.00%

BTG Pactual Asset Management US LLC

43.20K

Mar 31, 26

+43.20K

0.00%

Clifford Group, LLC

42.69K

Mar 31, 26

+1.20K

0.00%

UMB Bank, n.a.

41.76K

Mar 31, 26

+4.72K

0.00%

Concorde Asset Management, LLC

41.55K

Mar 31, 26

+25.87K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

38.40K

Mar 31, 26

+28.57K

0.00%

KKM Financial LLC

37.97K

Mar 31, 26

0.00%

IHT Wealth Management, LLC

36.91K

Mar 31, 26

-3.16K

0.00%

PACIFIC FINANCIAL GROUP INC

36.76K

Mar 31, 26

+3.32K

0.00%

TWO SIGMA SECURITIES, LLC

34.71K

Mar 31, 26

+34.71K

0.00%

Vantage Point Financial LLC

34.45K

Mar 31, 26

+34.45K

0.00%

Hara Capital LLC

33.31K

Mar 31, 26

-11.44K

0.00%

Betterment LLC

33.24K

Mar 31, 26

+2.86K

0.00%

Resurgent Financial Advisors LLC

30.25K

Mar 31, 26

+30.25K

0.00%

Transamerica Financial Advisors, Inc.

30.08K

Mar 31, 26

+25.62K

0.00%

Waverly Advisors, LLC

30.06K

Mar 31, 26

+838

0.00%

Greenline Partners, LLC

26.21K

Mar 31, 26

-8.25K

0.00%

BRASADA CAPITAL MANAGEMENT, LP

25.78K

Mar 31, 26

-5.62K

0.00%

Canandaigua National Trust Co of Florida

24.50K

Mar 31, 26

-39.45K

0.00%

Clear Harbor Asset Management, LLC

24.15K

Mar 31, 26

-730

0.00%

CFO4Life Group, LLC

23.48K

Mar 31, 26

+23.48K

0.00%

Van Hulzen Asset Management, LLC

23.23K

Mar 31, 26

-11.43K

0.00%

AQR CAPITAL MANAGEMENT LLC

23.15K

Mar 31, 26

-33.53K

0.00%

Vermillion & White Wealth Management Group, LLC

22.51K

Mar 31, 26

-539

0.00%

BROWN BROTHERS HARRIMAN & CO

22.43K

Mar 31, 26

+16.95K

0.00%

Prosperity Consulting Group, LLC

22.14K

Mar 31, 26

+733

0.00%

HFG Wealth Management, LLC

21.36K

Mar 31, 26

-543

0.00%

WCG Wealth Advisors LLC

20.97K

Mar 31, 26

+3.77K

0.00%

Pinnacle Family Advisors, LLC

19.12K

Mar 31, 26

+19.12K

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

18.54K

Mar 31, 26

-1

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

17.51K

Mar 31, 26

+17.51K

0.00%

KM Capital Management Ltd.

16.35K

Mar 31, 26

+980

0.00%

PROTECTIVE LIFE CORP

15.89K

Mar 31, 26

+15.89K

0.00%

STRATEGY ASSET MANAGERS LLC

15.81K

Mar 31, 26

+2.17K

0.00%

Baer Investment Advisory LLC

15.14K

Mar 31, 26

+15.14K

0.00%

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

13.97K

Mar 31, 26

+13

0.00%

PRUDENT INVESTORS NETWORK, INC.

13.43K

Mar 31, 26

0.00%

GDS Wealth Management

12.78K

Mar 31, 26

+987

0.00%

Charter Oak Capital Management, LLC

12.66K

Mar 31, 26

-3.10K

0.00%

SELDON CAPITAL LP

11.60K

Mar 31, 26

0.00%

INTEGRITY WEALTH ADVISORS, INC.

11.14K

Mar 31, 26

-7.36K

0.00%

American Trust

10.79K

Mar 31, 26

+806

0.00%

Engineers Gate Manager LP

10.56K

Mar 31, 26

+10.56K

0.00%

Bellwether Advisors, LLC

10.51K

Mar 31, 26

-113

0.00%

Columbia River Financial Group, LLC

9.56K

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

9.24K

Mar 31, 26

-271

0.00%

SOUTH PLAINS FINANCIAL, INC.

8.50K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

8.27K

Mar 31, 26

-98

0.00%

Imprint Wealth LLC

7.41K

Mar 31, 26

+1.81K

0.00%

Aptus Capital Advisors, LLC

4.76K

Mar 31, 26

-277

0.00%

Legacy Wealth Managment, LLC/ID

4.50K

Mar 31, 26

-41

0.00%

BROWN, LISLE/CUMMINGS, INC.

3.25K

Mar 31, 26

+3.25K

0.00%

Glen Eagle Advisors, LLC

2.55K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

2.28K

Mar 31, 26

-706

0.00%

Strategic Wealth Partners, Ltd.

1.95K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

1.67K

Mar 31, 26

+1.67K

0.00%

Ancora Advisors, LLC

1.59K

Mar 31, 26

-633

0.00%

Larson Financial Group LLC

1.53K

Mar 31, 26

+1.17K

0.00%

Park Place Capital Corp

1.51K

Mar 31, 26

+1.06K

0.00%

AMERIFLEX GROUP, INC.

1.21K

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

1.00K

Mar 31, 26

+1.00K

0.00%

HANTZ FINANCIAL SERVICES, INC.

998

Mar 31, 26

-579

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

875

Mar 31, 26

+875

0.00%

Jackson Hole Capital Partners, LLC

824

Mar 31, 26

0.00%

Financial Connections Group, Inc.

716

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

712

Mar 31, 26

+567

0.00%

Nemes Rush Group LLC

308

Mar 31, 26

-692

0.00%

Financial Gravity Asset Management, Inc.

277

Mar 31, 26

0.00%

Anchor Investment Management, LLC

252

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

160

Mar 31, 26

+160

0.00%

Operose Advisors LLC

133

Mar 31, 26

-60

0.00%

HOLLENCREST CAPITAL MANAGEMENT

100

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

Mar 31, 26

0.00%

Burk Holdings LLC

Mar 31, 26

+36

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-397

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

-21

0.00%

Quarry LP

Mar 31, 26

-400

SEVEN MILE ADVISORY

Mar 31, 26

-638.32K

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Mar 31, 26

-82.90K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-4.97K

TCTC Holdings, LLC

Mar 31, 26

-2.16K

TORONTO DOMINION BANK

Mar 31, 26

-1.25K

Coppell Advisory Solutions LLC

Mar 31, 26

-22.09K

IFG Advisory, LLC

Mar 31, 26

-458.13K

HANCOCK WHITNEY CORP

Mar 31, 26

-9.36K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-42.85K

Qube Research & Technologies Ltd

Mar 31, 26

-36.23K

Alpha Financial Advisors, LLC

Mar 31, 26

-17.27K

Murphy & Mullick Capital Management Corp

Mar 31, 26

-112

Wealth Watch Advisors, INC

Mar 31, 26

-49

Crabel Capital Management, LLC

Mar 31, 26

-211.04K

PRELUDE CAPITAL MANAGEMENT, LLC

Mar 31, 26

-9.07K

Biltmore Family Office, LLC

Mar 31, 26

-88

Vantage Financial Partners, LLC

256.53K

Dec 31, 25

+16.09K

0.01%

COMERICA BANK

178.43K

Dec 31, 25

-3.82K

0.01%

ORG Partners LLC

97.62K

Dec 31, 25

-1.10K

0.01%

Austin Private Wealth, LLC

81.78K

Dec 31, 25

+3.11K

0.00%

High Falls Advisors, Inc

78.55K

Dec 31, 25

+5.75K

0.00%

Dentgroup LLC

60.73K

Dec 31, 25

-756

0.00%

Long Run Wealth Advisors, LLC

30.80K

Dec 31, 25

+8.93K

0.00%

CIBC Private Wealth Group, LLC

25.49K

Dec 31, 25

-656

0.00%

FineMark National Bank & Trust

22.05K

Dec 31, 25

0.00%

MidWestOne Financial Group, Inc.

14.17K

Dec 31, 25

0.00%

REDMONT WEALTH ADVISORS LLC

3.96K

Dec 31, 25

0.00%

New Millennium Group LLC

479

Dec 31, 25

+479

0.00%

TUCKER ASSET MANAGEMENT LLC

353

Dec 31, 25

+353

0.00%

Heritage Wealth Advisors

182

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-252

GPS Wealth Strategies Group, LLC

Dec 31, 25

-624

COBBLESTONE CAPITAL ADVISORS LLC /NY/

4.94M

Sep 30, 25

-104.85K

0.25%

Brueske Advisory Services, LLC

1.10M

Sep 30, 25

-3.43K

0.06%

SYNOVUS FINANCIAL CORP

200.82K

Sep 30, 25

+21.91K

0.01%

PINNACLE FINANCIAL PARTNERS INC

51.36K

Sep 30, 25

+39.50K

0.00%

Certus Wealth Management, LLC

46.79K

Sep 30, 25

-7.46K

0.00%

Copperleaf Capital, LLC

44.47K

Sep 30, 25

+3.82K

0.00%

Lokken Investment Group LLC

41.01K

Sep 30, 25

+15.78K

0.00%

Bristlecone Advisors, LLC

36.60K

Sep 30, 25

+36.60K

0.00%

Financial Advocates Investment Management

12.93K

Sep 30, 25

-932.72K

0.00%

Guerra Advisors Inc

11.91K

Sep 30, 25

+11.91K

0.00%

OPTIMUM INVESTMENT ADVISORS

9.17K

Sep 30, 25

+237

0.00%

AllSquare Wealth Management LLC

1.81K

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

707

Sep 30, 25

+707

0.00%

Hemington Wealth Management

654

Sep 30, 25

+654

0.00%

Kathleen S. Wright Associates Inc.

443

Sep 30, 25

0.00%

Pineridge Advisors LLC

235

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

269.15K

Jun 30, 25

+10.93K

0.01%

Atria Wealth Solutions, Inc.

258.26K

Jun 30, 25

+56.63K

0.01%

AVANTAX ADVISORY SERVICES, INC.

237.44K

Jun 30, 25

-8.39K

0.01%

Family Firm, Inc.

92.48K

Jun 30, 25

+1.80K

0.00%

Scott Marsh Financial, LLC

56.09K

Jun 30, 25

+56.09K

0.00%

Summit X, LLC

30.67K

Jun 30, 25

-972

0.00%

My Legacy Advisors, LLC

23.37K

Jun 30, 25

+8.45K

0.00%

First Horizon Advisors, Inc.

22.88K

Jun 30, 25

-1.08K

0.00%

Tyler-Stone Wealth Management

10.41K

Jun 30, 25

0.00%

PrairieView Partners, LLC

7.61K

Jun 30, 25

0.00%

Semmax Financial Advisors Inc.

2.04K

Jun 30, 25

+876

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.71K

Jun 30, 25

+1.71K

0.00%

Christopher J. Hasenberg, Inc

1.05K

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

854

Jun 30, 25

+797

0.00%

Legacy Investment Solutions, LLC

224

Jun 30, 25

+224

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

782.35K

Mar 31, 25

-22.43K

0.04%

Orion Portfolio Solutions, LLC

256.54K

Mar 31, 25

-59.89K

0.01%

Proquility Private Wealth Partners, LLC

244.79K

Mar 31, 25

+33.70K

0.01%

Coordinated Financial Services, Inc./CO

133.46K

Mar 31, 25

+133.46K

0.01%

Spectrum Wealth Counsel, LLC

47.42K

Mar 31, 25

+4.09K

0.00%

CAROLINAS WEALTH CONSULTING LLC

17.04K

Mar 31, 25

+60

0.00%

Sandy Spring Bank

6.05K

Mar 31, 25

-855

0.00%

Lane & Associates LLC

Mar 31, 25

-29.69K

Lindbrook Capital, LLC

Mar 31, 25

-5.78K

Aveo Capital Partners, LLC

Mar 31, 25

-8.92K

Anchor Pointe Wealth Management, LLC

88.53K

Dec 31, 24

+88.53K

0.00%

Riggs Capital Management LLC

40.96K

Dec 31, 24

+40.96K

0.00%

SignalPoint Asset Management, LLC

33.06K

Dec 31, 24

+33.06K

0.00%

LAKE STREET ADVISORS GROUP, LLC

19.11K

Dec 31, 24

-1.29K

0.00%

Bison Wealth, LLC

9.82K

Dec 31, 24

-65

0.00%

WR Wealth Planners, LLC

7.97K

Dec 31, 24

-8.06K

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.41K

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

194

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.57K

Raymond James Financial Services Advisors, Inc.

923.97K

Sep 30, 24

-157.49K

0.05%

Source Financial Advisors LLC

870.97K

Sep 30, 24

+11.19K

0.04%

RAYMOND JAMES & ASSOCIATES

577.57K

Sep 30, 24

+166.47K

0.03%

Brophy Wealth Management, LLC

368.82K

Sep 30, 24

+368.82K

0.02%

Axiom Advisory, LLC

121.14K

Sep 30, 24

+33.46K

0.01%

Alera Investment Advisors, LLC

66.15K

Sep 30, 24

+2.20K

0.00%

TNF LLC

65.13K

Sep 30, 24

-1.61K

0.00%

RAYMOND JAMES TRUST N.A.

45.99K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

4.67K

Sep 30, 24

+1.86K

0.00%

FinTrust Capital Advisors, LLC

4.26K

Sep 30, 24

-2.52K

0.00%

Family Asset Management, LLC

1.82K

Sep 30, 24

-86

0.00%

Peterson Financial Group, Inc.

246

Sep 30, 24

+246

0.00%

Halpern Financial, Inc.

Sep 30, 24

+59

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Naples Money Management LLC

Sep 30, 24

-20

BlackRock Inc.

12.54M

Jun 30, 24

+292.30K

0.64%

Clear Rock Advisors, LLC

937.06K

Jun 30, 24

+16.39K

0.05%

Arden Trust Co

74.45K

Jun 30, 24

-3.31K

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

59.44K

Jun 30, 24

+2.08K

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

27.82K

Jun 30, 24

-6.31K

0.00%

Custom Portfolio Group LLC

6.15K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

4.89K

Jun 30, 24

-53.85K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.36K

Jun 30, 24

+79

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

-3.92K

Relative Value Partners Group, LLC

Jun 30, 24

-1.15M

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

3.11M

Mar 31, 24

+165.96K

0.16%

Cetera Advisor Networks LLC

2.22M

Mar 31, 24

+135.75K

0.11%

Financial Advisory Group

994.18K

Mar 31, 24

+116.03K

0.05%

Cetera Advisors LLC

545.77K

Mar 31, 24

+205.49K

0.03%

Perella Weinberg Partners Capital Management LP

453.14K

Mar 31, 24

+87.08K

0.02%

CREDIT SUISSE AG/

210.86K

Mar 31, 24

+210.86K

0.01%

FirstPurpose Wealth LLC

42.36K

Mar 31, 24

+331

0.00%

Coppell Advisory Solutions Corp.

24.66K

Mar 31, 24

+24.66K

0.00%

SUMMIT FINANCIAL GROUP, INC.

17.02K

Mar 31, 24

-13.24K

0.00%

Bromfield Sneider Wealth Advisors

8.37K

Mar 31, 24

+17

0.00%

Retirement Group, LLC

463

Mar 31, 24

0.00%

Adroit Compliance, LLC

412.20K

Dec 31, 23

+412.20K

0.02%

WEALTHSOURCE PARTNERS, LLC

380.33K

Dec 31, 23

-193.82K

0.02%

Bartlett & Co. LLC

361.89K

Dec 31, 23

+360.04K

0.02%

DFPG INVESTMENTS, LLC

152.13K

Dec 31, 23

-5.51K

0.01%

Columbia Trust Co 01012016

113.27K

Dec 31, 23

-124.44K

0.01%

EisnerAmper Wealth Management Corporate Benefits, LLC

65.85K

Dec 31, 23

+65.85K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

61.96K

Dec 31, 23

-8.05K

0.00%

Day & Ennis, LLC

44.76K

Dec 31, 23

-33.30K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

28.68K

Dec 31, 23

+28.68K

0.00%

Simplicity Solutions, LLC

8.73K

Dec 31, 23

+8.73K

0.00%

Baystate Wealth Management LLC

1.59K

Dec 31, 23

-3

0.00%

Antonetti Capital Management LLC

534.17K

Sep 30, 23

-10.75K

0.03%

COMERICA SECURITIES,INC.

213.47K

Sep 30, 23

-332.52K

0.01%

Icon Wealth Partners, LLC

126.78K

Sep 30, 23

-409.07K

0.01%

Key Bridge Compliance, LLC

61.54K

Sep 30, 23

+61.54K

0.00%

Cornerstone Retirement Group, Inc.

12.86K

Sep 30, 23

-25

0.00%

ADVISOR PARTNERS II, LLC

12.69K

Sep 30, 23

0.00%

Truadvice, LLC

11.09K

Sep 30, 23

-10.12K

0.00%

KENFARB & CO.

6.31K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

Sep 30, 23

+62

0.00%

BerganKDV Wealth Management, LLC

408.56K

Jun 30, 23

+153.84K

0.02%

BMS Financial Advisors, LLC

67.19K

Jun 30, 23

-63.87K

0.00%

Lumature Wealth Partners, LLC

19.96K

Jun 30, 23

-890

0.00%

Endurance Wealth Management, Inc.

1.30K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

183

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-44

Avalon Investment & Advisory

17.96K

Mar 31, 23

0.00%

Laurel Wealth Advisors, Inc.

42.54K

Dec 31, 22

-34.09K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

159

Dec 31, 22

+159

0.00%

Burleson & Company, LLC

Dec 31, 22

-8.43K

0.00%

S.C. Financial Services, Inc.

Dec 31, 22

-24.42K

Spectrum Management Group, LLC

451.25K

Sep 30, 22

+431.58K

0.02%

UBP Investment Advisors SA

307.59K

Sep 30, 22

-62.15K

0.02%

WESTERN FINANCIAL Corp

259.04K

Sep 30, 22

+259.04K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

241.23K

Sep 30, 22

+6.96K

0.01%

Hightower 6M Holding, LLC

125.24K

Sep 30, 22

-3.99K

0.01%

MUFG Americas Holdings Corp

83.59K

Sep 30, 22

0.00%

American Portfolios Advisors

63.45K

Sep 30, 22

+63.45K

0.00%

Strategic Asset Management, LLC

37.69K

Sep 30, 22

+6.48K

0.00%

FourThought Financial, LLC

29.76K

Sep 30, 22

+4.55K

0.00%

KARLINSKI ANDREW C

11.66K

Sep 30, 22

+7.49K

0.00%

AGF INVESTMENTS INC.

10.01K

Sep 30, 22

+10.01K

0.00%

ACG Wealth

Sep 30, 22

-1.41K

Pinnacle Private Wealth, LLC

24.70K

Jun 30, 22

-184

0.00%

Private Capital Group, LLC

23.46K

Jun 30, 22

-64.42K

0.00%

ADVISOR PARTNERS LLC

12.29K

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

1.65K

Jun 30, 22

+1.65K

0.00%

Enterprise Trust & Investment Co

491

Jun 30, 22

+491

0.00%

Lake Point Wealth Management

142

Jun 30, 22

+142

0.00%

CAPITAL ONE FINANCIAL CORP

122.69K

Mar 31, 22

-725.78K

0.01%

Financial Planners of Cleveland, Inc.

53.93K

Mar 31, 22

+53.93K

0.00%

Karn, Couzens & Associates, Inc.

21.15K

Mar 31, 22

-206

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

495

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

0.00%

MD Financial Management Inc.

5.94M

Dec 31, 21

0.30%

VIVID FINANCIAL MANAGEMENT, INC.

491.72K

Dec 31, 21

+28.37K

0.03%

HawsGoodwin Investment Management LLC

270.17K

Dec 31, 21

-78.47K

0.01%

Biltmore Capital Advisors LLC

183.26K

Dec 31, 21

-316

0.01%

Hayden Royal, LLC

32.34K

Dec 31, 21

-643

0.00%

Carroll Financial Associates, Inc.

8.39K

Dec 31, 21

-12.26K

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.47K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-88.17K

6 Meridian

Dec 31, 21

-291.88K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

293.67K

Sep 30, 21

-82.80K

0.02%

Cascadia Advisory Services, LLC

63.93K

Sep 30, 21

-33.80K

0.00%

Ameritas Investment Company, LLC

19.68K

Sep 30, 21

+14.99K

0.00%

Strategic Wealth Management Group, LLC

29.51K

Jun 30, 21

0.00%

Pinnacle Wealth Advisors

23.57K

Jun 30, 21

+23.57K

0.00%

FormulaFolio Investments, LLC

14.93K

Jun 30, 21

+23

0.00%

USCA RIA LLC

10.00K

Jun 30, 21

0.00%

Hoover Financial Advisors, Inc.

364

Jun 30, 21

+364

0.00%

Pinnacle Advisory Group, Inc.

174.77K

Mar 31, 21

+45.10K

0.01%

Stewardship Financial Advisors, LLC

1.02K

Mar 31, 21

0.00%

Lighthouse Financial Advisors, Inc.

Mar 31, 21

-36.26K

ROWLAND CARMICHAEL ADVISORS INC /ADV

235.75K

Dec 31, 20

+16.45K

0.01%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

+80

0.00%

ETRADE Capital Management LLC

4.80M

Sep 30, 20

+1.09M

0.25%

Wealthspire Advisors, L.P.

4.54M

Sep 30, 20

+4.50M

0.23%

First Allied Advisory Services, Inc.

404.76K

Sep 30, 20

+44.71K

0.02%

Watson Rebecca

136.25K

Sep 30, 20

-3.24K

0.01%

NORTHSTAR WEALTH PARTNERS LLC

10.72K

Sep 30, 20

+10.72K

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

-191.91K

Global Financial Private Capital, Inc

721.85K

Jun 30, 20

+28.20K

0.04%

FIDUCIARY TRUST INTERNATIONAL LLC

33.41K

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

17.07K

Jun 30, 20

-4.00K

0.00%

BRINKER CAPITAL INC

9.01K

Jun 30, 20

+765

0.00%

Squar Milner Financial Services LLC

58.57K

Mar 31, 20

+28.08K

0.00%

Foothills Asset Management, Ltd.

40.81K

Mar 31, 20

-3.32K

0.00%

CA Family Wealth, LLC

39.14K

Mar 31, 20

-15.17K

0.00%

Willingdon Wealth Management

Mar 31, 20

-862

Advisor Group, Inc.

6.40M

Dec 31, 19

+1.69M

0.33%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.12M

Dec 31, 19

+1.65M

0.21%

CAPITAL ONE, NATIONAL ASSOCIATION

57.19K

Dec 31, 19

+57.19K

0.00%

Highstreet Asset Management Inc.

4.54K

Dec 31, 19

+4.54K

0.00%

SUNTRUST BANKS INC

19.44M

Sep 30, 19

-86.10K

1.00%

BB&T SECURITIES, LLC

83.26K

Sep 30, 19

+24.80K

0.00%

Wealth & Pension Services Group, Inc.

57.54K

Sep 30, 19

0.00%

Shamrock Asset Management LLC

53.52K

Sep 30, 19

-1.66K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

612

Sep 30, 19

+612

0.00%

MRA Associates USA LLC

256

Sep 30, 19

-12.58K

0.00%

Delek Group, Ltd.

178.46K

Jun 30, 19

-56.55K

0.01%

Watermark Asset Management, Inc.

56.18K

Dec 31, 18

+53

0.00%

COMERICA SECURITIES INC

53.23K

Dec 31, 18

+950

0.00%

Allegis Investment Advisors, LLC

229.45K

Mar 31, 18

+42.10K

0.01%

Cornerstone Financial Partners, LLC

51.28K

Dec 31, 17

-394.30K

0.00%

WealthShield, LLC

874

Dec 31, 17

+874

0.00%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

0.00%

Independence Trust CO

Dec 31, 17

-12.00K

Commonwealth Equity Services, Inc

72.62K

Jun 30, 17

-12.76K

0.00%

abrdn Investment Management Ltd

4.72K

Jun 30, 17

0.00%

BlackRock Fund Advisors

9.41M

Dec 31, 16

+2.63M

0.48%

BlackRock Investment Management, LLC

434.88K

Dec 31, 16

+210.50K

0.02%

BLACKROCK ADVISORS LLC

116.46K

Dec 31, 16

-6.55K

0.01%

MSI Financial Services Inc

29.21K

Dec 31, 16

+2.11K

0.00%

Shinko Asset Management Co., Ltd.

531.00K

Sep 30, 16

+32.00K

0.03%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

2.38K

Sep 30, 16

+475

0.00%

Edmond de Rothschild (Europe)

Sep 30, 16

-2.10K

SOCIETE GENERALE

46.39K

Jun 30, 16

+46.39K

0.00%

Counsel Portfolio Services Inc.

36.03K

Jun 30, 16

+21.11K

0.00%

Alerus Investment Advisors Corp

168

Mar 31, 16

+168

0.00%

MANAGED ACCOUNT ADVISORS LLC

6.60M

Jun 30, 15

+5.12M

0.34%

UBS AG

776.32K

Sep 30, 14

+351.58K

0.04%

KNIGHT CAPITAL GROUP LLC

10.00K

Jun 30, 13

+10.00K

0.00%