Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC)

$146.34—

Chart

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC)

NYSE

$146.34—

Chart Studio

GSLC(GSLC)

GSLC

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

Institutional Ownership

Top 839 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	27.44M	Jun 30, 26	-649.41K	25.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.99M	Jun 30, 26	-97.71K	6.48%
Betterment LLC	5.71M	Jun 30, 26	-57.43K	5.30%
MORGAN STANLEY	5.04M	Jun 30, 26	-533.68K	4.68%
LPL Financial LLC	3.22M	Jun 30, 26	-37.08K	2.99%
ENVESTNET ASSET MANAGEMENT INC	3.18M	Jun 30, 26	+503.55K	2.95%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.93M	Jun 30, 26	-174.97K	2.72%
BANK OF AMERICA CORP /DE/	2.73M	Jun 30, 26	-82.43K	2.53%
SigFig Wealth Management, LLC	2.00M	Jun 30, 26	+23.11K	1.85%
RiverFront Investment Group, LLC	1.88M	Jun 30, 26	-110.16K	1.74%
GOLDMAN SACHS GROUP INC	1.66M	Jun 30, 26	-112.25K	1.54%
HB Wealth Management, LLC	1.31M	Jun 30, 26	+56.98K	1.21%
RAYMOND JAMES FINANCIAL INC	1.16M	Jun 30, 26	-17.14K	1.08%
Glenview Trust Co	1.15M	Jun 30, 26	-3.11K	1.07%
Cetera Investment Advisers	1.03M	Jun 30, 26	+12.50K	0.95%
SFMG, LLC	870.47K	Jun 30, 26	+18.46K	0.81%
High Probability Advisors, LLC	827.02K	Jun 30, 26	+38.54K	0.77%
Financial Management Professionals, Inc.	789.34K	Jun 30, 26	-58.11K	0.73%
Riverpoint Wealth Management Holdings, LLC	658.84K	Jun 30, 26	+12.47K	0.61%
Resources Investment Advisors, LLC.	649.81K	Jun 30, 26	+10.45K	0.60%
ROYAL BANK OF CANADA	644.11K	Jun 30, 26	-71.12K	0.60%
Goldstein Advisors, LLC	621.94K	Jun 30, 26	+23.94K	0.58%
UBS Group AG	592.07K	Jun 30, 26	+11.69K	0.55%
LIFELONG WEALTH ADVISORS, INC.	544.03K	Jun 30, 26	-4.20K	0.50%
FIRST FOUNDATION ADVISORS	446.02K	Jun 30, 26	-13.06K	0.41%
HighTower Advisors, LLC	424.86K	Jun 30, 26	+9.52K	0.39%
APPLETON PARTNERS INC/MA	421.78K	Jun 30, 26	+1.38K	0.39%
Brinker Capital Investments, LLC	417.25K	Jun 30, 26	-11.77K	0.39%
JPMORGAN CHASE & CO	412.10K	Jun 30, 26	+20.05K	0.38%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	374.59K	Jun 30, 26	-1.65K	0.35%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	362.40K	Jun 30, 26	+1.86K	0.34%
LexAurum Advisors, LLC	361.89K	Jun 30, 26	-9.57K	0.34%
Dynamic Advisor Solutions LLC	359.90K	Jun 30, 26	+35.11K	0.33%
PRINCIPAL SECURITIES, INC.	355.06K	Jun 30, 26	+76.43K	0.33%
RFG Advisory, LLC	355.04K	Jun 30, 26	-14.29K	0.33%
COMMONWEALTH EQUITY SERVICES, LLC	345.27K	Jun 30, 26	-73.19K	0.32%
Baird Financial Group, Inc.	341.10K	Jun 30, 26	-2.88K	0.32%
Steward Partners Investment Advisory, LLC	339.09K	Jun 30, 26	-5.17K	0.31%
AXXCESS WEALTH MANAGEMENT, LLC	323.96K	Jun 30, 26	+43.91K	0.30%
IAG Wealth Partners, LLC	321.38K	Jun 30, 26	-4.08K	0.30%
AQR CAPITAL MANAGEMENT LLC	278.49K	Jun 30, 26	+8.00K	0.26%
Janney Montgomery Scott LLC	273.81K	Jun 30, 26	-14.19K	0.25%
Hennion & Walsh Asset Management, Inc.	272.00K	Jun 30, 26	-291.10K	0.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	269.90K	Jun 30, 26	-3.25K	0.25%
Evergreen Wealth Solutions, LLC	243.26K	Jun 30, 26	-41.19K	0.23%
Envestnet Portfolio Solutions, Inc.	240.49K	Jun 30, 26	+57.50K	0.22%
CAPTRUST FINANCIAL ADVISORS	234.06K	Jun 30, 26	+6.49K	0.22%
ADVISOR GROUP HOLDINGS, INC.	226.68K	Jun 30, 26	+7.29K	0.21%
Cornerstone Advisory, LLC	213.22K	Jun 30, 26	-1.73K	0.20%
1900 WEALTH MANAGEMENT LLC	203.98K	Jun 30, 26	-151	0.19%
WILEY BROS.-AINTREE CAPITAL, LLC	200.04K	Jun 30, 26	-201	0.19%
Kelman-Lazarov, Inc.	198.59K	Jun 30, 26	-7.46K	0.18%
MAI Capital Management	198.09K	Jun 30, 26	+16.77K	0.18%
Sanctuary Advisors, LLC	197.27K	Jun 30, 26	-10.92K	0.18%
Kings Path Partners LLC	192.22K	Jun 30, 26	+29.90K	0.18%
VAUGHAN & Co SECURITIES, INC.	185.55K	Jun 30, 26	-379	0.17%
NorthStar Asset Management LLC /NJ/	183.38K	Jun 30, 26	+9.92K	0.17%
Gladstone Institutional Advisory LLC	182.38K	Jun 30, 26	+1.01K	0.17%
Targeted Financial Services LLC	179.77K	Jun 30, 26	-2.39K	0.17%
Centurion Wealth Management LLC	173.50K	Jun 30, 26	-45.73K	0.16%
ARVEST INVESTMENTS, INC.	159.46K	Jun 30, 26	+9.92K	0.15%
Inscription Capital, LLC	147.87K	Jun 30, 26	+3.80K	0.14%
Retirement Planning Group	145.37K	Jun 30, 26	-12.43K	0.13%
Colony Group, LLC	144.09K	Jun 30, 26	-4.29K	0.13%
ACIMA PRIVATE WEALTH, LLC	141.96K	Jun 30, 26	+2.39K	0.13%
GeoWealth Management, LLC	141.52K	Jun 30, 26	+2.81K	0.13%
Paul R. Ried Financial Group, LLC	138.88K	Jun 30, 26	+1.21K	0.13%
MERCER GLOBAL ADVISORS INC /ADV	138.19K	Jun 30, 26	+69	0.13%
Rockefeller Capital Management L.P.	136.36K	Jun 30, 26	+45.04K	0.13%
CoreCap Advisors, LLC	134.66K	Jun 30, 26	+6.71K	0.12%
Allworth Financial LP	133.60K	Jun 30, 26	-3.32K	0.12%
Gratus Wealth Advisors, LLC	129.72K	Jun 30, 26	+1.91K	0.12%
Nabity-Jensen Investment Management Inc	117.87K	Jun 30, 26	-1.96K	0.11%
GFG Capital, LLC	117.62K	Jun 30, 26	-69.59K	0.11%
AlphaCore Capital LLC	114.96K	Jun 30, 26	-1.18K	0.11%
FMR LLC	113.69K	Jun 30, 26	+8.93K	0.11%
Worth Financial Advisory Group, LLC	113.60K	Jun 30, 26	+110.11K	0.11%
Canvas Wealth Advisors, LLC	111.25K	Jun 30, 26	-2.20K	0.10%
Mariner, LLC	107.22K	Jun 30, 26	-24.21K	0.10%
NOVARE CAPITAL MANAGEMENT LLC	106.57K	Jun 30, 26	-282	0.10%
XML Financial, LLC	104.36K	Jun 30, 26	+1.70K	0.10%
Family Management Corp	97.24K	Jun 30, 26	-1.81K	0.09%
Hixon Zuercher, LLC	96.75K	Jun 30, 26	+2.06K	0.09%
Capital Advisors, Ltd. LLC	94.71K	Jun 30, 26	+1.31K	0.09%
Strategic Financial Services, Inc,	93.24K	Jun 30, 26	-4.47K	0.09%
COZAD ASSET MANAGEMENT INC	87.79K	Jun 30, 26	-1.59K	0.08%
Creative Planning	85.17K	Jun 30, 26	+1.11K	0.08%
JONES FINANCIAL COMPANIES LLLP	83.75K	Jun 30, 26	+5.07K	0.08%
Regal Investment Advisors LLC	82.28K	Jun 30, 26	+640	0.08%
LINCOLN CAPITAL CORP	80.65K	Jun 30, 26	-25.75K	0.07%
NewEdge Advisors, LLC	79.87K	Jun 30, 26	-3.63K	0.07%
Nicholson Meyer Capital Management, Inc.	79.65K	Jun 30, 26	-2.48K	0.07%
TRUIST FINANCIAL CORP	78.39K	Jun 30, 26	-2.39K	0.07%
Horizon Family Wealth, Inc.	77.93K	Jun 30, 26	-15.30K	0.07%
Ledyard National Bank	77.78K	Jun 30, 26	-25.28K	0.07%
FIFTH THIRD BANCORP	75.99K	Jun 30, 26	-1.71K	0.07%
TICINO WEALTH	74.52K	Jun 30, 26	+2.10K	0.07%
Savant Capital, LLC	71.64K	Jun 30, 26	-352	0.07%
Bleakley Financial Group, LLC	71.42K	Jun 30, 26	+58.18K	0.07%
STEPHENS INC /AR/	69.45K	Jun 30, 26	-5.87K	0.06%
Sowell Financial Services LLC	67.55K	Jun 30, 26	+6.27K	0.06%
Cerity Partners LLC	66.14K	Jun 30, 26	+6.54K	0.06%
Keebeck Wealth Management, LLC	64.18K	Jun 30, 26	-4.41K	0.06%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	64.15K	Jun 30, 26	-12.61K	0.06%
STIFEL FINANCIAL CORP	63.36K	Jun 30, 26	-2.50K	0.06%
Integrated Wealth Concepts LLC	62.82K	Jun 30, 26	+14.38K	0.06%
Bennett Associates Wealth Management	62.11K	Jun 30, 26	-24.11K	0.06%
Cambridge Investment Research Advisors, Inc.	61.74K	Jun 30, 26	-664	0.06%
Summit Financial, LLC	61.12K	Jun 30, 26	+48.49K	0.06%
Lee-Kelleher Wealth Management	58.47K	Jun 30, 26	-1.53K	0.05%
Forbes Financial Planning, Inc.	54.68K	Jun 30, 26	-1.20K	0.05%
MML INVESTORS SERVICES, LLC	54.57K	Jun 30, 26	+8.96K	0.05%
Fourth Dimension Wealth, LLC	53.88K	Jun 30, 26	+1.97K	0.05%
CFO4Life Group, LLC	53.46K	Jun 30, 26	-2.22K	0.05%
PFS Partners, LLC	52.46K	Jun 30, 26	-426	0.05%
SRS Capital Advisors, Inc.	52.06K	Jun 30, 26	+50.23K	0.05%
Arvest Bank Trust Division	50.97K	Jun 30, 26	-457	0.05%
BENJAMIN EDWARDS INC	50.22K	Jun 30, 26	+910	0.05%
NWF Advisory Services Inc.	49.58K	Jun 30, 26	-1.01K	0.05%
McAdam, LLC	49.22K	Jun 30, 26	+13.97K	0.05%
CVA Family Office, LLC	48.91K	Jun 30, 26	-1.78K	0.05%
Ashton Thomas Private Wealth, LLC	45.92K	Jun 30, 26	-2.19K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	45.72K	Jun 30, 26	-50	0.04%
Plotkin Financial Advisors, LLC	44.30K	Jun 30, 26	-1.00K	0.04%
FCA CORP /TX	44.16K	Jun 30, 26	+291	0.04%
Nikulski Financial, Inc.	42.37K	Jun 30, 26	-5.32K	0.04%
Royal Harbor Partners, LLC	42.08K	Jun 30, 26	-396	0.04%
Lido Advisors, LLC	41.81K	Jun 30, 26	+488	0.04%
Bellars Harris Wealth Management, LLC	41.47K	Jun 30, 26	+41.47K	0.04%
Private Advisor Group, LLC	41.30K	Jun 30, 26	-120.35K	0.04%
First Command Advisory Services, Inc.	40.95K	Jun 30, 26	-7.75K	0.04%
Equitable Holdings, Inc.	39.56K	Jun 30, 26	+4.31K	0.04%
Koshinski Asset Management, Inc.	39.14K	Jun 30, 26	-64	0.04%
Kestra Advisory Services, LLC	37.73K	Jun 30, 26	-4.28K	0.04%
Texas Yale Capital Corp.	37.03K	Jun 30, 26	+200	0.03%
Arkadios Wealth Advisors	36.87K	Jun 30, 26	-1.82K	0.03%
Wealthspire Advisors, LLC	36.03K	Jun 30, 26	-12.09K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	36.02K	Jun 30, 26	-452	0.03%
Vise Technologies, Inc.	35.15K	Jun 30, 26	+1.92K	0.03%
Capital Advisors Wealth Management, LLC	34.82K	Jun 30, 26	-1.64K	0.03%
Kathmere Capital Management, LLC	34.35K	Jun 30, 26	-1.01K	0.03%
FIDUCIARY FINANCIAL ADVISORS	33.95K	Jun 30, 26	+33.95K	0.03%
HARBOUR INVESTMENTS, INC.	33.65K	Jun 30, 26	-1.02K	0.03%
Cedar Point Capital Partners, LLC	32.20K	Jun 30, 26	+884	0.03%
Clearwater Capital Advisors, LLC	32.16K	Jun 30, 26	+3.46K	0.03%
PARSONS CAPITAL MANAGEMENT INC/RI	32.10K	Jun 30, 26	-3.02K	0.03%
Quantinno Capital Management LP	30.76K	Jun 30, 26	-2.78K	0.03%
Mengis Capital Management, Inc.	30.15K	Jun 30, 26	+1.62K	0.03%
Advisors Capital Management, LLC	29.86K	Jun 30, 26	+2.85K	0.03%
Elmwood Wealth Management, Inc.	29.67K	Jun 30, 26	+1.61K	0.03%
SkyOak Wealth, LLC	29.58K	Jun 30, 26	-1.36K	0.03%
Dynamic Wealth Strategies, LLC	28.61K	Jun 30, 26	+800	0.03%
Wealthfront Advisers LLC	28.22K	Jun 30, 26	-430	0.03%
AMERICAN NATIONAL BANK	26.84K	Jun 30, 26	-328	0.02%
Gilbert Capital Group, Inc.	26.82K	Jun 30, 26	-776	0.02%
PFG Advisors	26.73K	Jun 30, 26	-14.89K	0.02%
Apollon Wealth Management, LLC	25.70K	Jun 30, 26	-1.00K	0.02%
GTS SECURITIES LLC	25.09K	Jun 30, 26	+25.09K	0.02%
Bank of New York Mellon Corp	24.72K	Jun 30, 26	-4.67K	0.02%
Buckingham Strategic Partners	24.47K	Jun 30, 26	+535	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	24.10K	Jun 30, 26	+490	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	23.76K	Jun 30, 26	+5.37K	0.02%
Farther Finance Advisors, LLC	23.71K	Jun 30, 26	+2.61K	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	23.71K	Jun 30, 26	-332	0.02%
Mason & Associates Inc	23.00K	Jun 30, 26	+143	0.02%
E&G Advisors, LP	22.58K	Jun 30, 26	-85	0.02%
GENESIS PRIVATE WEALTH, LLC	22.47K	Jun 30, 26	-6.73K	0.02%
SHUFRO ROSE & CO LLC	22.36K	Jun 30, 26	-750	0.02%
Merit Financial Group, LLC	22.22K	Jun 30, 26	-1.51K	0.02%
INTEGRATED WEALTHCARE, LLC	22.17K	Jun 30, 26	-120	0.02%
Ascension Capital Advisors, Inc.	22.11K	Jun 30, 26	-29	0.02%
Archvest Wealth Advisors, Inc.	21.76K	Jun 30, 26	-17.04K	0.02%
Ancora Advisors, LLC	21.57K	Jun 30, 26	-300	0.02%
LifePlan Investment Advisors, Inc.	21.27K	Jun 30, 26	-2.47K	0.02%
HRT FINANCIAL LP	21.25K	Jun 30, 26	+3.76K	0.02%
NORTHERN TRUST CORP	20.86K	Jun 30, 26	-92	0.02%
Avidian Wealth Solutions, LLC	20.81K	Jun 30, 26	-2.66K	0.02%
Emerald Advisors, LLC	20.60K	Jun 30, 26	-5.61K	0.02%
MANNING & NAPIER ADVISORS LLC	20.55K	Jun 30, 26	+5.11K	0.02%
Founders Financial Alliance, LLC	20.50K	Jun 30, 26	+16.55K	0.02%
Everest Management Corp.	20.42K	Jun 30, 26	--	0.02%
AMERIPRISE FINANCIAL INC	20.33K	Jun 30, 26	+2.99K	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	20.15K	Jun 30, 26	-1.10K	0.02%
Fiduciary Alliance LLC	20.13K	Jun 30, 26	+835	0.02%
Cassaday & Co Wealth Management LLC	19.84K	Jun 30, 26	--	0.02%
MONECO Advisors, LLC	19.53K	Jun 30, 26	-152	0.02%
CVFG LLC	19.25K	Jun 30, 26	+539	0.02%
TigerOak Management, L.L.C.	17.95K	Jun 30, 26	-1	0.02%
DOPKINS WEALTH MANAGEMENT, LLC	17.89K	Jun 30, 26	+295	0.02%
Sierra Capital LLC	17.85K	Jun 30, 26	-168	0.02%
BlackRock, Inc.	17.72K	Jun 30, 26	+444	0.02%
Archer Investment Management, LLC	17.59K	Jun 30, 26	+1.67K	0.02%
Vestmark Advisory Solutions, Inc.	17.57K	Jun 30, 26	+17.57K	0.02%
Legacy Advisors, LLC	17.26K	Jun 30, 26	-814	0.02%
J.W. COLE ADVISORS, INC.	16.86K	Jun 30, 26	+16.86K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	16.86K	Jun 30, 26	+1.26K	0.02%
Stonehearth Capital Management, LLC	16.67K	Jun 30, 26	-404	0.02%
Strategic Family Wealth Counselors, L.L.C.	16.64K	Jun 30, 26	-31	0.02%
Innovative Wealth Building LLC	16.61K	Jun 30, 26	-1.20K	0.02%
RENAISSANCE TECHNOLOGIES LLC	16.00K	Jun 30, 26	+16.00K	0.01%
GREAT LAKES ADVISORS, LLC	15.90K	Jun 30, 26	-5	0.01%
CI Private Wealth, LLC	15.55K	Jun 30, 26	-241.69K	0.01%
Global Retirement Partners, LLC	15.54K	Jun 30, 26	+15.54K	0.01%
YHB Investment Advisors, Inc.	15.46K	Jun 30, 26	-457	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.46K	Jun 30, 26	-164	0.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	15.14K	Jun 30, 26	+109	0.01%
NATIXIS ADVISORS, L.P.	15.08K	Jun 30, 26	-1.32K	0.01%
MGO ONE SEVEN LLC	15.07K	Jun 30, 26	-2.54K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	15.00K	Jun 30, 26	-51	0.01%
Creative Capital Management Investments LLC	14.58K	Jun 30, 26	+14.58K	0.01%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	14.49K	Jun 30, 26	+1.08K	0.01%
Eaton Financial Holdings Company, LLC	14.40K	Jun 30, 26	+35	0.01%
Hopwood Financial Services, Inc.	13.61K	Jun 30, 26	-4.00K	0.01%
PFG Investments, LLC	13.58K	Jun 30, 26	+7.14K	0.01%
WBH ADVISORY INC	13.53K	Jun 30, 26	+12	0.01%
Hamilton Wealth, LLC	13.15K	Jun 30, 26	+4	0.01%
ARMSTRONG ADVISORY GROUP, INC	13.12K	Jun 30, 26	-28	0.01%
SAX WEALTH ADVISORS, LLC	12.95K	Jun 30, 26	-93	0.01%
ASSETMARK, INC	12.73K	Jun 30, 26	+422	0.01%
HALLMARK CAPITAL MANAGEMENT INC	12.67K	Jun 30, 26	-246	0.01%
Syntegra Private Wealth Group, LLC	12.44K	Jun 30, 26	+1.06K	0.01%
REGIONS FINANCIAL CORP	12.44K	Jun 30, 26	-1.11K	0.01%
Maia Wealth LLC	12.25K	Jun 30, 26	-1.15K	0.01%
Atria Investments, Inc	12.18K	Jun 30, 26	+7.35K	0.01%
Meridian Wealth Management, LLC	12.13K	Jun 30, 26	-19	0.01%
C2C Wealth Management, LLC	12.08K	Jun 30, 26	-300	0.01%
OPPENHEIMER & CO INC	12.06K	Jun 30, 26	-1.42K	0.01%
Pensionmark Financial Group, LLC	11.97K	Jun 30, 26	-848	0.01%
Advisory Services Network, LLC	11.49K	Jun 30, 26	+746	0.01%
VICUS CAPITAL	11.29K	Jun 30, 26	-157	0.01%
FARMERS & MERCHANTS INVESTMENTS INC	10.95K	Jun 30, 26	--	0.01%
Stratos Wealth Advisors, LLC	10.86K	Jun 30, 26	-112	0.01%
FIDUCIARY TRUST CO	10.83K	Jun 30, 26	-48	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	10.78K	Jun 30, 26	+409	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	10.69K	Jun 30, 26	--	0.01%
CFS Investment Advisory Services, LLC	10.59K	Jun 30, 26	-175	0.01%
Clearstead Advisors, LLC	10.53K	Jun 30, 26	-1.37K	0.01%
HighPoint Advisor Group LLC	10.52K	Jun 30, 26	-367	0.01%
Prosperity Financial Group, Inc.	10.44K	Jun 30, 26	+296	0.01%
Ducere Wealth Management LLC	10.40K	Jun 30, 26	-79.91K	0.01%
MACROVIEW INVESTMENT MANAGEMENT LLC	10.24K	Jun 30, 26	+757	0.01%
Commonwealth Financial Services, LLC	10.07K	Jun 30, 26	-156	0.01%
Concurrent Investment Advisors, LLC	9.88K	Jun 30, 26	-1.87K	0.01%
Apex Wealth Management, LLC	9.79K	Jun 30, 26	-55	0.01%
Texas Capital Bank Wealth Management Services Inc	9.76K	Jun 30, 26	-250	0.01%
17 CAPITAL PARTNERS, LLC	9.75K	Jun 30, 26	+1.08K	0.01%
Steel Peak Wealth Management LLC	9.49K	Jun 30, 26	+9.49K	0.01%
Diversify Advisory Services, LLC	9.48K	Jun 30, 26	+9.48K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.48K	Jun 30, 26	-3.83K	0.01%
Beacon Pointe Advisors, LLC	9.13K	Jun 30, 26	-455	0.01%
Ameritas Advisory Services, LLC	9.08K	Jun 30, 26	+9.08K	0.01%
Modern Wealth Management, LLC	8.98K	Jun 30, 26	-265	0.01%
IFP Advisors, Inc	8.94K	Jun 30, 26	+327	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	8.90K	Jun 30, 26	+503	0.01%
SageView Advisory Group, LLC	8.82K	Jun 30, 26	-1	0.01%
US BANCORP \DE\	8.79K	Jun 30, 26	+3.34K	0.01%
American Trust	8.77K	Jun 30, 26	-534	0.01%
VANGUARD ADVISERS INC	8.69K	Jun 30, 26	-316	0.01%
NewEdge Wealth, LLC	8.67K	Jun 30, 26	+1	0.01%
B. Riley Wealth Advisors, Inc.	8.62K	Jun 30, 26	+8.62K	0.01%
Herold Advisors, Inc.	8.47K	Jun 30, 26	-3.27K	0.01%
XTX Topco Ltd	8.41K	Jun 30, 26	+8.41K	0.01%
BROWN ADVISORY INC	8.35K	Jun 30, 26	+8.35K	0.01%
Montecito Bank & Trust	8.35K	Jun 30, 26	--	0.01%
Beacon Financial Advisory LLC	8.26K	Jun 30, 26	+301	0.01%
Goldstone Financial Group, LLC	8.11K	Jun 30, 26	-297	0.01%
MB Generational Wealth, LLC	7.96K	Jun 30, 26	-462	0.01%
First American Bank	7.96K	Jun 30, 26	--	0.01%
GATEWAY INVESTMENT ADVISERS LLC	7.84K	Jun 30, 26	+7.84K	0.01%
SPIREPOINT PRIVATE CLIENT, LLC	7.66K	Jun 30, 26	-119	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	7.62K	Jun 30, 26	+14	0.01%
Williams & Novak, LLC	7.44K	Jun 30, 26	-96	0.01%
Mission Creek Capital Partners, Inc.	7.28K	Jun 30, 26	+11	0.01%
Portfolio Resources Advisor Group, Inc.	7.23K	Jun 30, 26	+7.23K	0.01%
3Chopt Investment Partners, LLC	7.08K	Jun 30, 26	--	0.01%
FORTRESS FINANCIAL GROUP, LLC	6.96K	Jun 30, 26	-43.18K	0.01%
POTENTIA WEALTH	6.91K	Jun 30, 26	--	0.01%
Serenus Wealth Advisors, LLC	6.82K	Jun 30, 26	--	0.01%
Old North State Wealth Management, LLC	6.80K	Jun 30, 26	+11	0.01%
Sentinus, LLC	6.79K	Jun 30, 26	-10	0.01%
Financial Engines Advisors L.L.C.	6.77K	Jun 30, 26	-90	0.01%
TD Capital Management LLC	6.72K	Jun 30, 26	+14	0.01%
BANK OF MONTREAL /CAN/	6.71K	Jun 30, 26	-4.08K	0.01%
EP Wealth Advisors, LLC	6.68K	Jun 30, 26	+21	0.01%
Moors & Cabot, Inc.	6.61K	Jun 30, 26	+160	0.01%
Aptus Capital Advisors, LLC	6.51K	Jun 30, 26	+2	0.01%
Schrum Private Wealth Management LLC	6.45K	Jun 30, 26	+810	0.01%
Fidelis Capital Partners, LLC	6.42K	Jun 30, 26	-9	0.01%
Pine Valley Investments Ltd Liability Co	6.41K	Jun 30, 26	-72	0.01%
WEDBUSH SECURITIES INC	6.38K	Jun 30, 26	-543	0.01%
ADVISORTRUST PARTNERS, LLC	6.32K	Jun 30, 26	+513	0.01%
Goelzer Investment Management, Inc.	6.27K	Jun 30, 26	--	0.01%
Crescent Grove Advisors, LLC	6.18K	Jun 30, 26	--	0.01%
QRG CAPITAL MANAGEMENT, INC.	6.08K	Jun 30, 26	+6.08K	0.01%
PRIVATE TRUST CO NA	6.01K	Jun 30, 26	-825	0.01%
Verdence Capital Advisors LLC	5.99K	Jun 30, 26	+5.99K	0.01%
Petros Family Wealth, LLC	5.81K	Jun 30, 26	-261	0.01%
PENNEY FINANCIAL, LLC	5.78K	Jun 30, 26	-471.94K	0.01%
49 WEALTH MANAGEMENT, LLC	5.78K	Jun 30, 26	+5.78K	0.01%
ALONGSIDE, LLC	5.78K	Jun 30, 26	+5.78K	0.01%
CIBC Bancorp USA Inc.	5.75K	Jun 30, 26	--	0.01%
Cadent Capital Advisors, LLC	5.75K	Jun 30, 26	--	0.01%
Pacific Point Advisors, LLC	5.74K	Jun 30, 26	+2.74K	0.01%
Strategic Blueprint, LLC	5.72K	Jun 30, 26	-2.22K	0.01%
FIFTH THIRD SECURITIES, INC.	5.62K	Jun 30, 26	+348	0.01%
Apollon Financial, LLC	5.57K	Jun 30, 26	+4	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	5.49K	Jun 30, 26	--	0.01%
Alteri Wealth LLC	5.34K	Jun 30, 26	--	0.00%
TCG Advisory Services, LLC	5.33K	Jun 30, 26	-359	0.00%
Advance Capital Management, Inc.	5.29K	Jun 30, 26	-2.87K	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	5.17K	Jun 30, 26	+72	0.00%
Advyzon Investment Management, LLC	5.15K	Jun 30, 26	+5.15K	0.00%
Cresset Asset Management, LLC	5.13K	Jun 30, 26	+1.09K	0.00%
Perigon Wealth Management, LLC	5.06K	Jun 30, 26	-1.28K	0.00%
Private Wealth Asset Management, LLC	5.05K	Jun 30, 26	+1.33K	0.00%
Signet Private Wealth LLC	5.03K	Jun 30, 26	+1.98K	0.00%
Empire Financial Management Company, LLC	5.01K	Jun 30, 26	-288	0.00%
SMITH, MOORE & CO.	5.01K	Jun 30, 26	-89	0.00%
QUADRANT CAPITAL GROUP LLC	5.00K	Jun 30, 26	--	0.00%
Spire Wealth Management	4.99K	Jun 30, 26	+1.55K	0.00%
Tepp RIA, LLC	4.96K	Jun 30, 26	+7	0.00%
Savvy Advisors, Inc.	4.94K	Jun 30, 26	+30	0.00%
SFE Investment Counsel	4.78K	Jun 30, 26	--	0.00%
Truepoint, Inc.	4.70K	Jun 30, 26	--	0.00%
DONALDSON CAPITAL MANAGEMENT, LLC	4.68K	Jun 30, 26	-500	0.00%
Axis Wealth Partners, LLC	4.67K	Jun 30, 26	+180	0.00%
COFG Advisors, LLC	4.63K	Jun 30, 26	-42	0.00%
Coastal Investment Advisors, Inc.	4.62K	Jun 30, 26	+9	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.60K	Jun 30, 26	-22.96K	0.00%
Transamerica Financial Advisors, Inc.	4.59K	Jun 30, 26	+1.15K	0.00%
IEQ CAPITAL, LLC	4.55K	Jun 30, 26	+12	0.00%
Allspring Global Investments Holdings, LLC	4.55K	Jun 30, 26	+1.01K	0.00%
Kingsview Wealth Management, LLC	4.54K	Jun 30, 26	+187	0.00%
AE Wealth Management LLC	4.52K	Jun 30, 26	+1.74K	0.00%
Capital Investment Advisory Services, LLC	4.42K	Jun 30, 26	+580	0.00%
Waverly Advisors, LLC	4.40K	Jun 30, 26	+451	0.00%
Quantum Financial Planning Services, Inc.	4.37K	Jun 30, 26	-1.75K	0.00%
BLAIR WILLIAM & CO/IL	4.36K	Jun 30, 26	+40	0.00%
HORAN Wealth, LLC	4.33K	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	4.33K	Jun 30, 26	-109	0.00%
Powell Investment Advisors, LLC	4.33K	Jun 30, 26	--	0.00%
LRI Investments, LLC	4.31K	Jun 30, 26	-57	0.00%
Private Wealth Partners, LLC	4.28K	Jun 30, 26	--	0.00%
Carnegie Capital Asset Management, LLC	4.27K	Jun 30, 26	--	0.00%
QUANTIFY CHAOS ADVISORS, LLC	4.25K	Jun 30, 26	+10	0.00%
Russell Investments Group, Ltd.	4.21K	Jun 30, 26	-741	0.00%
Mattern Wealth Management LLC	4.19K	Jun 30, 26	--	0.00%
Pinnacle Financial Partners, Inc.	4.16K	Jun 30, 26	-617	0.00%
Clark Capital Management Group, Inc.	4.15K	Jun 30, 26	-120	0.00%
Heartwood Wealth Advisors LLC	4.08K	Jun 30, 26	--	0.00%
Advisory Solutions Group, LLC	4.05K	Jun 30, 26	+4.05K	0.00%
True North Advisors, LLC	4.03K	Jun 30, 26	--	0.00%
Miracle Mile Advisors, LLC	3.97K	Jun 30, 26	-87	0.00%
Wealth Alliance	3.95K	Jun 30, 26	-255	0.00%
SC&H Financial Advisors, Inc.	3.94K	Jun 30, 26	--	0.00%
Fonville Wealth Management LLC	3.92K	Jun 30, 26	--	0.00%
CHAPIN DAVIS, INC.	3.88K	Jun 30, 26	-3	0.00%
BRIGHTON JONES LLC	3.87K	Jun 30, 26	-72	0.00%
Ellevest, Inc.	3.84K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	3.81K	Jun 30, 26	-1.85K	0.00%
Huntleigh Advisors, Inc.	3.79K	Jun 30, 26	-661	0.00%
WETZEL INVESTMENT ADVISORS, INC.	3.76K	Jun 30, 26	-66	0.00%
Intrua Financial, LLC	3.72K	Jun 30, 26	-89	0.00%
Pathstone Holdings, LLC	3.71K	Jun 30, 26	+285	0.00%
Nuveen, LLC	3.69K	Jun 30, 26	+3.69K	0.00%
Mutual Advisors, LLC	3.66K	Jun 30, 26	-51	0.00%
Stratos Wealth Partners, LTD.	3.66K	Jun 30, 26	-16	0.00%
WEST BANCORPORATION INC	3.63K	Jun 30, 26	--	0.00%
RDA Financial Network	3.60K	Jun 30, 26	-172	0.00%
ANGELES WEALTH MANAGEMENT, LLC	3.59K	Jun 30, 26	+1.69K	0.00%
Kraft, Davis & Associates, LLC	3.53K	Jun 30, 26	--	0.00%
Catalyst Investment Management LLC	3.52K	Jun 30, 26	--	0.00%
AIRE ADVISORS, LLC	3.50K	Jun 30, 26	--	0.00%
Wealth Enhancement Trust Services, Inc.	3.46K	Jun 30, 26	--	0.00%
CROSSPOINT FINANCIAL, LLC	3.45K	Jun 30, 26	+3.45K	0.00%
Fundamentum, LLC	3.37K	Jun 30, 26	+694	0.00%
MONTAG A & ASSOCIATES INC	3.35K	Jun 30, 26	--	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.34K	Jun 30, 26	+521	0.00%
Foundations Investment Advisors, LLC	3.26K	Jun 30, 26	-197	0.00%
Daybright Advisory Services, Inc.	3.25K	Jun 30, 26	+8	0.00%
MEMBERS WEALTH LLC	3.25K	Jun 30, 26	-3	0.00%
Kovack Advisors, Inc.	3.24K	Jun 30, 26	+45	0.00%
WORLD EQUITY GROUP, INC.	3.22K	Jun 30, 26	+660	0.00%
Walkner Condon Financial Advisors LLC	3.18K	Jun 30, 26	-1.25K	0.00%
Intergy Private Wealth, LLC	3.17K	Jun 30, 26	-257	0.00%
Washington Trust Advisors, Inc.	3.16K	Jun 30, 26	-440	0.00%
Perennial Investment Advisors, LLC	3.15K	Jun 30, 26	-328	0.00%
SALEM INVESTMENT COUNSELORS INC	3.15K	Jun 30, 26	--	0.00%
Cambridge Advisors Inc.	3.13K	Jun 30, 26	-11	0.00%
Elevation Wealth Management LLC	3.12K	Jun 30, 26	-41	0.00%
Aprio Wealth Management, LLC	3.09K	Jun 30, 26	+3.09K	0.00%
Summit Financial Strategies, Inc.	3.08K	Jun 30, 26	--	0.00%
Midwest Trust Co	3.08K	Jun 30, 26	+3.08K	0.00%
COMMERCE BANK	3.08K	Jun 30, 26	-16	0.00%
Ausdal Financial Partners, Inc.	3.05K	Jun 30, 26	-714	0.00%
KWB Wealth	3.04K	Jun 30, 26	-634	0.00%
January Capital Advisors LLC	3.04K	Jun 30, 26	-51	0.00%
SILVER OAK SECURITIES, INCORPORATED	3.00K	Jun 30, 26	--	0.00%
KCM INVESTMENT ADVISORS LLC	2.98K	Jun 30, 26	-1.00K	0.00%
FAYEZ SAROFIM & CO	2.98K	Jun 30, 26	+2.98K	0.00%
GUIDANCE CAPITAL, INC	2.98K	Jun 30, 26	--	0.00%
Freestone Capital Holdings, LLC	2.97K	Jun 30, 26	+110	0.00%
BASSO CAPITAL MANAGEMENT, L.P.	2.96K	Jun 30, 26	--	0.00%
RPS ADVISORY SOLUTIONS LLC	2.95K	Jun 30, 26	--	0.00%
Facet Wealth, Inc.	2.89K	Jun 30, 26	-92	0.00%
D.A. DAVIDSON & CO.	2.87K	Jun 30, 26	-64	0.00%
Annis Gardner Whiting Capital Advisors, LLC	2.86K	Jun 30, 26	-484	0.00%
Signature Equity Partners, LLC	2.82K	Jun 30, 26	-104	0.00%
Traynor Capital Management, Inc.	2.80K	Jun 30, 26	-35	0.00%
OneAscent Wealth Management LLC	2.79K	Jun 30, 26	-4	0.00%
Destiny Capital Corp/CO	2.79K	Jun 30, 26	--	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	2.78K	Jun 30, 26	--	0.00%
GAMMA Investing LLC	2.76K	Jun 30, 26	+303	0.00%
FIRST TRUST ADVISORS LP	2.69K	Jun 30, 26	+555	0.00%
MISSION WEALTH MANAGEMENT, LP	2.65K	Jun 30, 26	+2.65K	0.00%
Choate Investment Advisors	2.64K	Jun 30, 26	--	0.00%
Ascent Group, LLC	2.63K	Jun 30, 26	--	0.00%
FIDUCIENT ADVISORS LLC	2.62K	Jun 30, 26	+2.62K	0.00%
Silver Grove Financial Group, Inc.	2.62K	Jun 30, 26	-3	0.00%
Synergy Asset Management, LLC	2.61K	Jun 30, 26	-53	0.00%
DAVENPORT & Co LLC	2.61K	Jun 30, 26	+133	0.00%
PGIM Custom Harvest LLC	2.60K	Jun 30, 26	+643	0.00%
Busey Wealth Management	2.56K	Jun 30, 26	--	0.00%
PLIMOTH TRUST CO LLC	2.50K	Jun 30, 26	-105	0.00%
ZACKS INVESTMENT MANAGEMENT	2.48K	Jun 30, 26	+1	0.00%
Collaborative Wealth Managment Inc.	2.45K	Jun 30, 26	-170	0.00%
TITLEIST ASSET MANAGEMENT, LLC	2.44K	Jun 30, 26	+2.44K	0.00%
Blue Water Asset Management	2.43K	Jun 30, 26	-535	0.00%
Cyndeo Wealth Partners, LLC	2.39K	Jun 30, 26	-1	0.00%
MBL Wealth, LLC	2.37K	Jun 30, 26	--	0.00%
Keystone Financial Group	2.37K	Jun 30, 26	+2	0.00%
LVZ, Inc.	2.26K	Jun 30, 26	-338	0.00%
Aspen Grove Capital, LLC	2.26K	Jun 30, 26	+8	0.00%
JMG Financial Group, Ltd.	2.25K	Jun 30, 26	-422	0.00%
BIP Wealth, LLC	2.25K	Jun 30, 26	+110	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	2.24K	Jun 30, 26	+2.24K	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	2.24K	Jun 30, 26	+940	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	2.23K	Jun 30, 26	+695	0.00%
Cauble & Harre Wealth Management, Inc.	2.23K	Jun 30, 26	--	0.00%
OPTIMA CAPITAL LLC	2.21K	Jun 30, 26	--	0.00%
XCELSIOR ADVISOR PARTNERS LLC	2.19K	Jun 30, 26	+2.19K	0.00%
Abound Wealth Management	2.18K	Jun 30, 26	--	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.09K	Jun 30, 26	-8	0.00%
Lantern Wealth Advisors, LLC	2.04K	Jun 30, 26	+56	0.00%
TD PRIVATE CLIENT WEALTH LLC	2.04K	Jun 30, 26	+609	0.00%
Prime Capital Investment Advisors, LLC	2.02K	Jun 30, 26	+250	0.00%
PKS Advisory Services, LLC	2.01K	Jun 30, 26	+2.01K	0.00%
Inspire Advisors, LLC	2.01K	Jun 30, 26	+2.01K	0.00%
Heritage Wealth Management, Inc.	2.01K	Jun 30, 26	+2.01K	0.00%
Vontobel Holding Ltd.	2.00K	Jun 30, 26	--	0.00%
Hummer Financial Advisory Services Inc	2.00K	Jun 30, 26	--	0.00%
Belpointe Asset Management LLC	1.98K	Jun 30, 26	+1.98K	0.00%
Delap Wealth Advisory, LLC	1.97K	Jun 30, 26	--	0.00%
DAYMARK WEALTH PARTNERS, LLC	1.96K	Jun 30, 26	-285	0.00%
Owl Creek Wealth Partners LLC	1.96K	Jun 30, 26	--	0.00%
BBR PARTNERS, LLC	1.94K	Jun 30, 26	--	0.00%
Prospera Financial Services Inc	1.89K	Jun 30, 26	+1.89K	0.00%
FIRST HORIZON CORP	1.87K	Jun 30, 26	--	0.00%
BRIGHT FINANCIAL ADVISORS, INC.	1.86K	Jun 30, 26	--	0.00%
M&T BANK CORP	1.85K	Jun 30, 26	--	0.00%
Drucker Wealth 3.0, LLC	1.83K	Jun 30, 26	+1.83K	0.00%
CreativeOne Wealth, LLC	1.81K	Jun 30, 26	-85	0.00%
Vident Advisory, LLC	1.80K	Jun 30, 26	--	0.00%
OneAscent Family Office, LLC	1.80K	Jun 30, 26	--	0.00%
Genesee Capital Advisors, LLC	1.77K	Jun 30, 26	+1.77K	0.00%
CHIRON CAPITAL MANAGEMENT, LLC	1.76K	Jun 30, 26	+1.76K	0.00%
ALESCO ADVISORS LLC	1.76K	Jun 30, 26	+1.76K	0.00%
EverSource Wealth Advisors, LLC	1.75K	Jun 30, 26	-33	0.00%
Brookstone Capital Management	1.74K	Jun 30, 26	-48	0.00%
Parallel Advisors, LLC	1.72K	Jun 30, 26	+909	0.00%
PCM Encore, LLC	1.71K	Jun 30, 26	-5	0.00%
NorthRock Partners, LLC	1.69K	Jun 30, 26	-7	0.00%
HHM Wealth Advisors, LLC	1.69K	Jun 30, 26	+1.05K	0.00%
Painted Porch Advisors LLC	1.68K	Jun 30, 26	--	0.00%
SHP Wealth Management	1.67K	Jun 30, 26	--	0.00%
Successful Portfolios LLC	1.65K	Jun 30, 26	+2	0.00%
VAQUERO PRIVATE WEALTH, LTD	1.65K	Jun 30, 26	+1.65K	0.00%
Peak Planning Group, LLC	1.64K	Jun 30, 26	--	0.00%
Chicago Wealth Management, Inc.	1.64K	Jun 30, 26	--	0.00%
Sigma Planning Corp	1.62K	Jun 30, 26	-272	0.00%
KEYBANK NATIONAL ASSOCIATION/OH	1.61K	Jun 30, 26	-102	0.00%
ENZI WEALTH	1.59K	Jun 30, 26	-275	0.00%
FIRST HAWAIIAN BANK	1.59K	Jun 30, 26	+1.59K	0.00%
Harbour Capital Advisors, LLC	1.58K	Jun 30, 26	--	0.00%
D'Orazio & Associates, Inc.	1.58K	Jun 30, 26	+1.58K	0.00%
Klingman & Associates, LLC	1.57K	Jun 30, 26	+1.57K	0.00%
Fermata Advisors, LLC	1.57K	Jun 30, 26	-138	0.00%
Stirlingshire Investments, Inc.	1.55K	Jun 30, 26	+1.55K	0.00%
Valeo Financial Advisors, LLC	1.54K	Jun 30, 26	+1.54K	0.00%
Cornerstone Planning Group LLC	1.53K	Jun 30, 26	--	0.00%
Prosperity Consulting Group, LLC	1.53K	Jun 30, 26	+1.53K	0.00%
FRANKLIN RESOURCES INC	1.52K	Jun 30, 26	+1.19K	0.00%
Neuberger Berman Group LLC	1.50K	Jun 30, 26	+1.50K	0.00%
Umpqua Bank	1.49K	Jun 30, 26	+1.49K	0.00%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	1.49K	Jun 30, 26	-637	0.00%
Jacksonville Wealth Management, LLC	1.48K	Jun 30, 26	+1.48K	0.00%
Financial Advisors Network, Inc.	1.46K	Jun 30, 26	+1.46K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	1.45K	Jun 30, 26	+1.45K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	1.45K	Jun 30, 26	+1.45K	0.00%
Able Wealth Management LLC	1.43K	Jun 30, 26	+1.43K	0.00%
Entelevest, LLC	1.43K	Jun 30, 26	+1.43K	0.00%
Smartleaf Asset Management LLC	1.41K	Jun 30, 26	--	0.00%
Northstar Advisory Group, LLC	1.41K	Jun 30, 26	+1.41K	0.00%
MCF Advisors LLC	1.39K	Jun 30, 26	-125	0.00%
Crewe Advisors LLC	1.39K	Jun 30, 26	+1.39K	0.00%
UMB Bank, n.a.	1.36K	Jun 30, 26	+90	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.23K	Jun 30, 26	+46	0.00%
Larson Financial Group LLC	1.21K	Jun 30, 26	+62	0.00%
CNB Bank	1.13K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	1.08K	Jun 30, 26	+854	0.00%
CULLEN/FROST BANKERS, INC.	1.02K	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	1.02K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	968	Jun 30, 26	-181	0.00%
Aventura Private Wealth, LLC	944	Jun 30, 26	--	0.00%
BFSG, LLC	926	Jun 30, 26	--	0.00%
Napier Financial, LLC	915	Jun 30, 26	+2	0.00%
Millstone Evans Group, LLC	910	Jun 30, 26	--	0.00%
IFG Advisory, LLC	880	Jun 30, 26	+880	0.00%
Colonial Trust Co / SC	874	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	858	Jun 30, 26	+858	0.00%
Tradewinds, LLC.	844	Jun 30, 26	+844	0.00%
Harbor Asset Planning, Inc.	830	Jun 30, 26	+2	0.00%
WHITTIER TRUST CO	802	Jun 30, 26	+119	0.00%
Asset Dedication, LLC	740	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	737	Jun 30, 26	+487	0.00%
Golden State Wealth Management, LLC	707	Jun 30, 26	+1	0.00%
INVESTMENT COUNSEL CO OF NEVADA	687	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	677	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	659	Jun 30, 26	--	0.00%
SITTNER & NELSON, LLC	639	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	615	Jun 30, 26	+120	0.00%
SIGNATUREFD, LLC	611	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	596	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	584	Jun 30, 26	+313	0.00%
Hilton Head Capital Partners, LLC	571	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	562	Jun 30, 26	--	0.00%
MidFirst Bank	557	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	537	Jun 30, 26	+537	0.00%
Riverview Trust Co	533	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	530	Jun 30, 26	+530	0.00%
CENTRAL TRUST Co	523	Jun 30, 26	--	0.00%
MASECO LLP	516	Jun 30, 26	--	0.00%
Kozak & Associates, Inc.	485	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	484	Jun 30, 26	+484	0.00%
Salomon & Ludwin, LLC	478	Jun 30, 26	-20	0.00%
CITIGROUP INC	465	Jun 30, 26	-321	0.00%
Plante Moran Financial Advisors, LLC	463	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	454	Jun 30, 26	--	0.00%
BOKF, NA	435	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	433	Jun 30, 26	+433	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	419	Jun 30, 26	-79	0.00%
TRUST CO OF TOLEDO NA /OH/	418	Jun 30, 26	--	0.00%
Indiana Trust & Investment Management CO	417	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	406	Jun 30, 26	+406	0.00%
ESL Trust Services, LLC	399	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	396	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	392	Jun 30, 26	+82	0.00%
WHITTIER TRUST CO OF NEVADA INC	386	Jun 30, 26	--	0.00%
Harborfront Financial Group LLC	385	Jun 30, 26	+385	0.00%
Strategic Wealth Partners, Ltd.	382	Jun 30, 26	-28	0.00%
Greykasell Wealth Strategies, Inc.	381	Jun 30, 26	+1	0.00%
SOA Wealth Advisors, LLC.	380	Jun 30, 26	-70	0.00%
HARBOR INVESTMENT ADVISORY, LLC	380	Jun 30, 26	--	0.00%
Triumph Capital Management	366	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	365	Jun 30, 26	--	0.00%
Tidemark, LLC	358	Jun 30, 26	-8	0.00%
Moisand Fitzgerald Tamayo, LLC	355	Jun 30, 26	-79	0.00%
Register Financial Advisors LLC	351	Jun 30, 26	+1	0.00%
Rialto Wealth Management, LLC	324	Jun 30, 26	-14	0.00%
HM PAYSON & CO	322	Jun 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	315	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	308	Jun 30, 26	+47	0.00%
Vision Retirement, LLC	307	Jun 30, 26	-99	0.00%
Keating Financial Advisory Services, Inc.	301	Jun 30, 26	--	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	281	Jun 30, 26	--	0.00%
Kilter Group LLC	270	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	262	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	253	Jun 30, 26	-14.97K	0.00%
PITTENGER & ANDERSON INC	250	Jun 30, 26	--	0.00%
Westend Capital Management, LLC	240	Jun 30, 26	-45	0.00%
Bogart Wealth, LLC	218	Jun 30, 26	--	0.00%
Rossby Financial, LCC	218	Jun 30, 26	-31	0.00%
EPG Wealth Management LLC	204	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	200	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	199	Jun 30, 26	--	0.00%
JNBA Financial Advisors	197	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	196	Jun 30, 26	+196	0.00%
EFG International AG	185	Jun 30, 26	-47	0.00%
TIAA Wealth Investment Management LLC	183	Jun 30, 26	+128	0.00%
TSFG, LLC	178	Jun 30, 26	+1	0.00%
SOUTHERN MICHIGAN BANK & TRUST	177	Jun 30, 26	+177	0.00%
FIRST UNITED BANK & TRUST	167	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	165	Jun 30, 26	+165	0.00%
Ronald Blue Trust, Inc.	164	Jun 30, 26	-163	0.00%
Roxbury Financial LLC	153	Jun 30, 26	+1	0.00%
HFM Investment Advisors, LLC	149	Jun 30, 26	-29	0.00%
Key Capital Management, INC	147	Jun 30, 26	--	0.00%
TFC Financial Management, Inc.	147	Jun 30, 26	+147	0.00%
Concord Wealth Partners	142	Jun 30, 26	+142	0.00%
Newbridge Financial Services Group, Inc.	132	Jun 30, 26	--	0.00%
Activest Wealth Management	127	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	119	Jun 30, 26	--	0.00%
General Partner, Inc.	116	Jun 30, 26	--	0.00%
DUNCKER STREETT & CO INC	114	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	113	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	113	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	97	Jun 30, 26	--	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	86	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	85	Jun 30, 26	--	0.00%
KERR FINANCIAL PLANNING Corp	81	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	81	Jun 30, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	75	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	73	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	73	Jun 30, 26	+41	0.00%
MPWM ADVISORY SOLUTIONS, LLC	72	Jun 30, 26	--	0.00%
Dogwood Wealth Management LLC	67	Jun 30, 26	+67	0.00%
Hilltop National Bank	65	Jun 30, 26	+65	0.00%
HAZLETT, BURT & WATSON, INC.	64	Jun 30, 26	--	0.00%
Lummis Asset Management, LP	61	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	55	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	47	Jun 30, 26	+47	0.00%
ROGCO, LP	44	Jun 30, 26	+44	0.00%
WEST PACES ADVISORS INC.	43	Jun 30, 26	+43	0.00%
ZRC WEALTH MANAGEMENT, LLC	40	Jun 30, 26	--	0.00%
Cheviot Value Management, LLC	30	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	27	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	26	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	24	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	22	Jun 30, 26	-21	0.00%
Godfrey Financial Associates, Inc.	21	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	19	Jun 30, 26	+19	0.00%
Evolution Advisers, Inc.	17	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	16	Jun 30, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	15	Jun 30, 26	-41	0.00%
American Capital Advisory, LLC	13	Jun 30, 26	--	0.00%
Addison Advisors LLC	11	Jun 30, 26	-255	0.00%
Crews Bank & Trust	10	Jun 30, 26	+10	0.00%
Glass Jacobson Investment Advisors llc	6	Jun 30, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-425	--
Independent Advisor Alliance	--	Jun 30, 26	-9.17K	--
Basepoint Wealth LLC	--	Jun 30, 26	-4	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-10.06K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-12.14K	--
Apella Capital, LLC	--	Jun 30, 26	-1.50K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-753	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-9.70K	--
Synergy Investment Management, LLC	--	Jun 30, 26	-146	--
Lebenthal Global Advisors, LLC	--	Jun 30, 26	-4.80K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.06K	--
Ankerstar Wealth, LLC	--	Jun 30, 26	-61	--
Fisher Asset Management, LLC	--	Jun 30, 26	-2.57K	--
RICHARDS, MERRILL & PETERSON, INC.	--	Jun 30, 26	-80	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-74.63K	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-142	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-2.11K	--
Longview Financial Advisors, Inc.	--	Jun 30, 26	-233	--
Golden State Equity Partners	--	Jun 30, 26	-475	--
OLD POINT TRUST & FINANCIAL SERVICES N A	--	Jun 30, 26	-86	--
Goodman Advisory Group, LLC	--	Jun 30, 26	-157	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-452	--
Octavia Wealth Advisors, LLC	--	Jun 30, 26	-2.32K	--
Key FInancial Inc	--	Jun 30, 26	-200	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-491	--
Wealth Science Advisors LLC	--	Jun 30, 26	-137	--
BURKETT FINANCIAL SERVICES, LLC	--	Jun 30, 26	-106	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-3.29K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-2.97K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-29	--
SkyView Investment Advisors, LLC	645.77K	Mar 31, 26	-6.68K	0.60%
Leo Wealth, LLC	442.60K	Mar 31, 26	-16.59K	0.41%
Silicon Valley Capital Partners	131.18K	Mar 31, 26	-4.23K	0.12%
CWM, LLC	13.80K	Mar 31, 26	+864	0.01%
U.S. Capital Wealth Advisors, LLC	5.55K	Mar 31, 26	-185	0.01%
Skopos Labs, Inc.	3.56K	Mar 31, 26	+3.56K	0.00%
GM Advisory Group, Inc.	1.94K	Mar 31, 26	+1.94K	0.00%
Anchor Investment Management, LLC	646	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	357	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	174	Mar 31, 26	+60	0.00%
Red Tortoise LLC	45	Mar 31, 26	--	0.00%
COMERICA BANK	79.61K	Dec 31, 25	-10.28K	0.07%
Edge Financial Advisors LLC	10.77K	Dec 31, 25	-121	0.01%
VANGUARD GROUP INC	8.33K	Dec 31, 25	+44	0.01%
CIBC Private Wealth Group, LLC	5.78K	Dec 31, 25	+1.17K	0.01%
Janney Capital Management LLC	3.73K	Dec 31, 25	--	0.00%
Litman Gregory Wealth Management LLC	489	Dec 31, 25	+489	0.00%
ORG Partners LLC	324	Dec 31, 25	+1	0.00%
Stephens Consulting, LLC	174	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-615	--
Oldfather Financial Services, LLC	--	Dec 31, 25	-1.90K	--
Watts Gwilliam & Co., LLC	6.74K	Sep 30, 25	+712	0.01%
PINNACLE FINANCIAL PARTNERS INC	4.79K	Sep 30, 25	+485	0.00%
First International Bank & Trust	3.62K	Sep 30, 25	--	0.00%
Hemington Wealth Management	3.44K	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	637	Sep 30, 25	+637	0.00%
Abich Financial Wealth Management LLC	417	Sep 30, 25	+417	0.00%
Stuart Chaussee & Associates, Inc.	182	Sep 30, 25	--	0.00%
Binnacle Investments Inc	180	Sep 30, 25	+180	0.00%
FSA Wealth Management LLC	125	Sep 30, 25	--	0.00%
Accredited Wealth Management, LLC	40	Sep 30, 25	-1.61K	0.00%
Lowe Wealth Advisors, LLC	39	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-1.15K	--
Sterling Financial Group, Inc.	--	Sep 30, 25	-2.89K	--
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-7.44K	--
Congress Wealth Management LLC / DE /	41.74K	Jun 30, 25	+32.54K	0.04%
Atria Wealth Solutions, Inc.	22.31K	Jun 30, 25	-16.25K	0.02%
AVANTAX ADVISORY SERVICES, INC.	16.10K	Jun 30, 25	+7.95K	0.01%
Tyler-Stone Wealth Management	12.13K	Jun 30, 25	-689	0.01%
Graypoint LLC	11.35K	Jun 30, 25	-150	0.01%
Capital Market Strategies LLC	4.24K	Jun 30, 25	-28	0.00%
First Horizon Advisors, Inc.	2.29K	Jun 30, 25	--	0.00%
Centricity Wealth Management, LLC	310	Jun 30, 25	-190	0.00%
PrairieView Partners, LLC	200	Jun 30, 25	--	0.00%
Semmax Financial Advisors Inc.	13	Jun 30, 25	+13	0.00%
Orion Portfolio Solutions, LLC	442.54K	Mar 31, 25	-7.55K	0.41%
Callan Capital, LLC	155.58K	Mar 31, 25	-4.94K	0.14%
Wolf Group Capital Advisors	13.36K	Mar 31, 25	+1.89K	0.01%
Marcum Wealth, LLC	13.25K	Mar 31, 25	-429	0.01%
Horan Capital Advisors, LLC.	4.33K	Mar 31, 25	--	0.00%
Schechter Investment Advisors, LLC	2.04K	Mar 31, 25	-65	0.00%
Sandy Spring Bank	283	Mar 31, 25	-40	0.00%
CAROLINAS WEALTH CONSULTING LLC	180	Mar 31, 25	--	0.00%
WMS Partners, LLC	957.16K	Dec 31, 24	+64.61K	0.89%
Merriman Wealth Management, LLC	82.17K	Dec 31, 24	-1.37K	0.08%
Private Portfolio Partners LLC	3.04K	Dec 31, 24	+200	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-447	--
RAYMOND JAMES & ASSOCIATES	876.04K	Sep 30, 24	-16.88K	0.81%
Raymond James Financial Services Advisors, Inc.	290.20K	Sep 30, 24	+10.18K	0.27%
Source Financial Advisors LLC	48.64K	Sep 30, 24	-6.31K	0.05%
RAYMOND JAMES TRUST N.A.	25.49K	Sep 30, 24	-449	0.02%
Kowal Investment Group, LLC	6.00K	Sep 30, 24	+268	0.01%
Axiom Advisory, LLC	2.75K	Sep 30, 24	+25	0.00%
SINECERA CAPITAL, LLC	2.17K	Sep 30, 24	--	0.00%
BBJS FINANCIAL ADVISORS, LLC	360	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	35	Sep 30, 24	--	0.00%
ARVEST TRUST CO N A	55.58K	Jun 30, 24	-16.31K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	41.48K	Jun 30, 24	-586	0.04%
BlackRock Inc.	11.44K	Jun 30, 24	+11.44K	0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC	3.20K	Jun 30, 24	+3.20K	0.00%
ICA Group Wealth Management, LLC	215	Jun 30, 24	-7.92K	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	63	Jun 30, 24	+63	0.00%
Cetera Advisors LLC	651.74K	Mar 31, 24	-613.23K	0.60%
Lee Financial Group Hawaii, Inc.	129.67K	Mar 31, 24	+115.22K	0.12%
Cetera Advisor Networks LLC	100.29K	Mar 31, 24	-6.34K	0.09%
Manning & Napier Group, LLC	5.53K	Mar 31, 24	-57	0.01%
Crestone Asset Management LLC	4.03K	Mar 31, 24	+987	0.00%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	3.41K	Mar 31, 24	+3.41K	0.00%
Cutler Group LLC / CA	700	Mar 31, 24	+600	0.00%
Retirement Group, LLC	--	Mar 31, 24	-21	--
First Ascent Asset Management, LLC	194.56K	Dec 31, 23	+6.15K	0.18%
Bridgeworth, LLC	42.96K	Dec 31, 23	-1.79K	0.04%
Simplicity Solutions, LLC	3.38K	Dec 31, 23	-35	0.00%
KB FINANCIAL PARTNERS, LLC	718.61K	Sep 30, 23	-9.17K	0.67%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	35.34K	Sep 30, 23	-1.23K	0.03%
PATHSTONE FAMILY OFFICE, LLC	11.79K	Sep 30, 23	+11.79K	0.01%
ROPES WEALTH ADVISORS LLC	--	Sep 30, 23	-3.20K	--
LEO BROKERAGE, LLC	362.80K	Jun 30, 23	-5.20K	0.34%
Ten Capital Wealth Advisors, LLC	302.11K	Jun 30, 23	+3.71K	0.28%
First Command Bank	229.13K	Jun 30, 23	-110.93K	0.21%
First Command Financial Services, Inc.	229.13K	Jun 30, 23	-110.93K	0.21%
First Capital Advisors Group, LLC.	65.89K	Jun 30, 23	-768	0.06%
TimeScale Financial, Inc.	927	Jun 30, 23	+927	0.00%
BDO Wealth Advisors, LLC	194	Jun 30, 23	--	0.00%
Quantitative Advantage, LLC	215.78K	Mar 31, 23	-8.58K	0.20%
Catalyst Wealth Management, LLC	8.78K	Mar 31, 23	-1.08K	0.01%
ASSET MANAGEMENT CORP /IL/ /ADV	4.28K	Mar 31, 23	+6	0.00%
Sanford Advisory Services, LLC	437.90K	Dec 31, 22	-55.56K	0.41%
CFO4Life, L.P.	40.18K	Dec 31, 22	+40.18K	0.04%
Laurel Wealth Advisors, Inc.	18.90K	Dec 31, 22	+715	0.02%
Gallagher Benefit Services, Inc.	13.69K	Dec 31, 22	+13.69K	0.01%
F3Logic, LLC	13.69K	Dec 31, 22	-1.77K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	1.38K	Dec 31, 22	-227	0.00%
Tillar-Wenstrup Advisors, LLC	--	Dec 31, 22	-117.79K	--
BALASA DINVERNO & FOLTZ LLC	332.98K	Sep 30, 22	-18.52K	0.31%
MILESTONE WEALTH, LLC	221.51K	Sep 30, 22	-7.23K	0.21%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	70.52K	Sep 30, 22	-14.46K	0.07%
55I, LLC	46.65K	Sep 30, 22	+10.69K	0.04%
Ashfield Capital Partners, LLC	34.05K	Sep 30, 22	-3.49K	0.03%
American Portfolios Advisors	29.54K	Sep 30, 22	+1.15K	0.03%
REGENTATLANTIC CAPITAL LLC	4.64K	Sep 30, 22	-118	0.00%
MUFG Americas Holdings Corp	2.30K	Sep 30, 22	+1.89K	0.00%
FourThought Financial, LLC	684	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	637	Sep 30, 22	+637	0.00%
Frontier Wealth Management LLC	4.79K	Jun 30, 22	--	0.00%
Lenox Wealth Advisors, LLC	77.36K	Mar 31, 22	+1.18K	0.07%
CAPITAL ONE FINANCIAL CORP	22.53K	Mar 31, 22	-82.95K	0.02%
Winfield Associates, Inc.	10.00K	Mar 31, 22	-160	0.01%
Meristem Family Wealth, LLC	4.13K	Mar 31, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	--	Mar 31, 22	-3.29K	--
KINGS POINT CAPITAL MANAGEMENT	--	Mar 31, 22	-800	--
Carroll Financial Associates, Inc.	173.24K	Dec 31, 21	+17.77K	0.16%
NEXT Financial Group, Inc	13.47K	Dec 31, 21	+2.16K	0.01%
QUEST CAPITAL MANAGEMENT INC /ADV	5.17K	Dec 31, 21	--	0.00%
REILLY FINANCIAL ADVISORS, LLC	19	Dec 31, 21	+1	0.00%
Covenant Multifamily Offices, LLC	25.66K	Sep 30, 21	-215	0.02%
Hochman Cole Investment Advisors, Inc.	5.40K	Sep 30, 21	-1.44K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	3.85K	Sep 30, 21	+71	0.00%
BBVA USA	386	Sep 30, 21	--	0.00%
Allegiant Private Advisors, LLC	105.66K	Jun 30, 21	+23.12K	0.10%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17.92K	Jun 30, 21	+1.05K	0.02%
USCA RIA LLC	13.99K	Jun 30, 21	-246	0.01%
Coe Capital Management, LLC	5.22K	Jun 30, 21	--	0.00%
Winslow, Evans & Crocker, Inc.	200	Dec 31, 20	--	0.00%
ETRADE Capital Management LLC	1.04M	Sep 30, 20	+223.86K	0.97%
Lucia Wealth Services, LLC	12.88K	Sep 30, 20	--	0.01%
First Allied Advisory Services, Inc.	9.10K	Sep 30, 20	+217	0.01%
BRINKER CAPITAL INC	22.93K	Jun 30, 20	+5.86K	0.02%
InterOcean Capital, LLC	3.63K	Jun 30, 20	+3.63K	0.00%
Squar Milner Financial Services LLC	37	Mar 31, 20	-363	0.00%
Advisor Group, Inc.	307.14K	Dec 31, 19	-5.59K	0.28%
LADENBURG THALMANN FINANCIAL SERVICES INC.	235.83K	Dec 31, 19	+27.12K	0.22%
Sequoia Wealth Management, LLC	31.01K	Dec 31, 19	-23.76K	0.03%
CAPITAL ONE, NATIONAL ASSOCIATION	10.65K	Dec 31, 19	+10.65K	0.01%
CXI Advisors	805	Dec 31, 19	+805	0.00%
BB&T SECURITIES, LLC	734.68K	Sep 30, 19	+76.44K	0.68%
Flinton Capital Management LLC	182.92K	Sep 30, 19	+1.84K	0.17%
RIVERHEAD CAPITAL MANAGEMENT LLC	179.40K	Sep 30, 19	+1.89K	0.17%
Tyers Asset Management LLC	150.64K	Sep 30, 19	+1.51K	0.14%
Neuburgh Advisers LLC	118.36K	Sep 30, 19	+1.19K	0.11%
Meadow Creek Investment Management LLC	86.08K	Sep 30, 19	+864	0.08%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	50.16K	Sep 30, 19	+11.98K	0.05%
Guidant Wealth Advisors	13.64K	Sep 30, 19	+45	0.01%
Capital One Investing, Inc.	10.65K	Sep 30, 19	+10.65K	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	723	Sep 30, 19	-43	0.00%
BKS ADVISORS, LLC	65.94K	Mar 31, 19	-9.80K	0.06%
HL FINANCIAL SERVICES LLC	30.86K	Mar 31, 19	+2.74K	0.03%
Sterling Global Strategies LLC	--	Mar 31, 19	-853	--
Vestpro Financial Partners, Inc. dba CPF Texas	54.86K	Sep 30, 18	+1.77K	0.05%
Ken Stern & Associates, Inc.	23.93K	Sep 30, 18	+1	0.02%
Simply Money Advisors	1.21M	Mar 31, 18	+107.78K	1.12%
Hefty Wealth Partners	78.33K	Mar 31, 18	+14.06K	0.07%
XML SECURITIES, LLC	52.90K	Mar 31, 18	+3.12K	0.05%
Oak Point Wealth Management	29.86K	Mar 31, 18	+11.50K	0.03%
BB&T INVESTMENT SERVICES, INC.	12.65K	Dec 31, 17	+2.97K	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-9.39K	--
Commonwealth Equity Services, Inc	150.02K	Jun 30, 17	+65.97K	0.14%
Integrated Wealth Management	4.65K	Mar 31, 17	+4.65K	0.00%
MSI Financial Services Inc	27.43K	Dec 31, 16	+1.71K	0.03%
VSR Financial Services, Inc.	118.69K	Jun 30, 16	+89.03K	0.11%
Gupta Wealth Management LLC	--	Mar 31, 16	-32.33K	--

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

WELLS FARGO & COMPANY/MN

27.44M

Jun 30, 26

-649.41K

25.46%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.99M

Jun 30, 26

-97.71K

6.48%

Betterment LLC

5.71M

Jun 30, 26

-57.43K

5.30%

MORGAN STANLEY

5.04M

Jun 30, 26

-533.68K

4.68%

LPL Financial LLC

3.22M

Jun 30, 26

-37.08K

2.99%

ENVESTNET ASSET MANAGEMENT INC

3.18M

Jun 30, 26

+503.55K

2.95%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.93M

Jun 30, 26

-174.97K

2.72%

BANK OF AMERICA CORP /DE/

2.73M

Jun 30, 26

-82.43K

2.53%

SigFig Wealth Management, LLC

2.00M

Jun 30, 26

+23.11K

1.85%

RiverFront Investment Group, LLC

1.88M

Jun 30, 26

-110.16K

1.74%

GOLDMAN SACHS GROUP INC

1.66M

Jun 30, 26

-112.25K

1.54%

HB Wealth Management, LLC

1.31M

Jun 30, 26

+56.98K

1.21%

RAYMOND JAMES FINANCIAL INC

1.16M

Jun 30, 26

-17.14K

1.08%

Glenview Trust Co

1.15M

Jun 30, 26

-3.11K

1.07%

Cetera Investment Advisers

1.03M

Jun 30, 26

+12.50K

0.95%

SFMG, LLC

870.47K

Jun 30, 26

+18.46K

0.81%

High Probability Advisors, LLC

827.02K

Jun 30, 26

+38.54K

0.77%

Financial Management Professionals, Inc.

789.34K

Jun 30, 26

-58.11K

0.73%

Riverpoint Wealth Management Holdings, LLC

658.84K

Jun 30, 26

+12.47K

0.61%

Resources Investment Advisors, LLC.

649.81K

Jun 30, 26

+10.45K

0.60%

ROYAL BANK OF CANADA

644.11K

Jun 30, 26

-71.12K

0.60%

Goldstein Advisors, LLC

621.94K

Jun 30, 26

+23.94K

0.58%

UBS Group AG

592.07K

Jun 30, 26

+11.69K

0.55%

LIFELONG WEALTH ADVISORS, INC.

544.03K

Jun 30, 26

-4.20K

0.50%

FIRST FOUNDATION ADVISORS

446.02K

Jun 30, 26

-13.06K

0.41%

HighTower Advisors, LLC

424.86K

Jun 30, 26

+9.52K

0.39%

APPLETON PARTNERS INC/MA

421.78K

Jun 30, 26

+1.38K

0.39%

Brinker Capital Investments, LLC

417.25K

Jun 30, 26

-11.77K

0.39%

JPMORGAN CHASE & CO

412.10K

Jun 30, 26

+20.05K

0.38%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

374.59K

Jun 30, 26

-1.65K

0.35%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

362.40K

Jun 30, 26

+1.86K

0.34%

LexAurum Advisors, LLC

361.89K

Jun 30, 26

-9.57K

0.34%

Dynamic Advisor Solutions LLC

359.90K

Jun 30, 26

+35.11K

0.33%

PRINCIPAL SECURITIES, INC.

355.06K

Jun 30, 26

+76.43K

0.33%

RFG Advisory, LLC

355.04K

Jun 30, 26

-14.29K

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

345.27K

Jun 30, 26

-73.19K

0.32%

Baird Financial Group, Inc.

341.10K

Jun 30, 26

-2.88K

0.32%

Steward Partners Investment Advisory, LLC

339.09K

Jun 30, 26

-5.17K

0.31%

AXXCESS WEALTH MANAGEMENT, LLC

323.96K

Jun 30, 26

+43.91K

0.30%

IAG Wealth Partners, LLC

321.38K

Jun 30, 26

-4.08K

0.30%

AQR CAPITAL MANAGEMENT LLC

278.49K

Jun 30, 26

+8.00K

0.26%

Janney Montgomery Scott LLC

273.81K

Jun 30, 26

-14.19K

0.25%

Hennion & Walsh Asset Management, Inc.

272.00K

Jun 30, 26

-291.10K

0.25%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

269.90K

Jun 30, 26

-3.25K

0.25%

Evergreen Wealth Solutions, LLC

243.26K

Jun 30, 26

-41.19K

0.23%

Envestnet Portfolio Solutions, Inc.

240.49K

Jun 30, 26

+57.50K

0.22%

CAPTRUST FINANCIAL ADVISORS

234.06K

Jun 30, 26

+6.49K

0.22%

ADVISOR GROUP HOLDINGS, INC.

226.68K

Jun 30, 26

+7.29K

0.21%

Cornerstone Advisory, LLC

213.22K

Jun 30, 26

-1.73K

0.20%

1900 WEALTH MANAGEMENT LLC

203.98K

Jun 30, 26

-151

0.19%

WILEY BROS.-AINTREE CAPITAL, LLC

200.04K

Jun 30, 26

-201

0.19%

Kelman-Lazarov, Inc.

198.59K

Jun 30, 26

-7.46K

0.18%

MAI Capital Management

198.09K

Jun 30, 26

+16.77K

0.18%

Sanctuary Advisors, LLC

197.27K

Jun 30, 26

-10.92K

0.18%

Kings Path Partners LLC

192.22K

Jun 30, 26

+29.90K

0.18%

VAUGHAN & Co SECURITIES, INC.

185.55K

Jun 30, 26

-379

0.17%

NorthStar Asset Management LLC /NJ/

183.38K

Jun 30, 26

+9.92K

0.17%

Gladstone Institutional Advisory LLC

182.38K

Jun 30, 26

+1.01K

0.17%

Targeted Financial Services LLC

179.77K

Jun 30, 26

-2.39K

0.17%

Centurion Wealth Management LLC

173.50K

Jun 30, 26

-45.73K

0.16%

ARVEST INVESTMENTS, INC.

159.46K

Jun 30, 26

+9.92K

0.15%

Inscription Capital, LLC

147.87K

Jun 30, 26

+3.80K

0.14%

Retirement Planning Group

145.37K

Jun 30, 26

-12.43K

0.13%

Colony Group, LLC

144.09K

Jun 30, 26

-4.29K

0.13%

ACIMA PRIVATE WEALTH, LLC

141.96K

Jun 30, 26

+2.39K

0.13%

GeoWealth Management, LLC

141.52K

Jun 30, 26

+2.81K

0.13%

Paul R. Ried Financial Group, LLC

138.88K

Jun 30, 26

+1.21K

0.13%

MERCER GLOBAL ADVISORS INC /ADV

138.19K

Jun 30, 26

+69

0.13%

Rockefeller Capital Management L.P.

136.36K

Jun 30, 26

+45.04K

0.13%

CoreCap Advisors, LLC

134.66K

Jun 30, 26

+6.71K

0.12%

Allworth Financial LP

133.60K

Jun 30, 26

-3.32K

0.12%

Gratus Wealth Advisors, LLC

129.72K

Jun 30, 26

+1.91K

0.12%

Nabity-Jensen Investment Management Inc

117.87K

Jun 30, 26

-1.96K

0.11%

GFG Capital, LLC

117.62K

Jun 30, 26

-69.59K

0.11%

AlphaCore Capital LLC

114.96K

Jun 30, 26

-1.18K

0.11%

FMR LLC

113.69K

Jun 30, 26

+8.93K

0.11%

Worth Financial Advisory Group, LLC

113.60K

Jun 30, 26

+110.11K

0.11%

Canvas Wealth Advisors, LLC

111.25K

Jun 30, 26

-2.20K

0.10%

Mariner, LLC

107.22K

Jun 30, 26

-24.21K

0.10%

NOVARE CAPITAL MANAGEMENT LLC

106.57K

Jun 30, 26

-282

0.10%

XML Financial, LLC

104.36K

Jun 30, 26

+1.70K

0.10%

Family Management Corp

97.24K

Jun 30, 26

-1.81K

0.09%

Hixon Zuercher, LLC

96.75K

Jun 30, 26

+2.06K

0.09%

Capital Advisors, Ltd. LLC

94.71K

Jun 30, 26

+1.31K

0.09%

Strategic Financial Services, Inc,

93.24K

Jun 30, 26

-4.47K

0.09%

COZAD ASSET MANAGEMENT INC

87.79K

Jun 30, 26

-1.59K

0.08%

Creative Planning

85.17K

Jun 30, 26

+1.11K

0.08%

JONES FINANCIAL COMPANIES LLLP

83.75K

Jun 30, 26

+5.07K

0.08%

Regal Investment Advisors LLC

82.28K

Jun 30, 26

+640

0.08%

LINCOLN CAPITAL CORP

80.65K

Jun 30, 26

-25.75K

0.07%

NewEdge Advisors, LLC

79.87K

Jun 30, 26

-3.63K

0.07%

Nicholson Meyer Capital Management, Inc.

79.65K

Jun 30, 26

-2.48K

0.07%

TRUIST FINANCIAL CORP

78.39K

Jun 30, 26

-2.39K

0.07%

Horizon Family Wealth, Inc.

77.93K

Jun 30, 26

-15.30K

0.07%

Ledyard National Bank

77.78K

Jun 30, 26

-25.28K

0.07%

FIFTH THIRD BANCORP

75.99K

Jun 30, 26

-1.71K

0.07%

TICINO WEALTH

74.52K

Jun 30, 26

+2.10K

0.07%

Savant Capital, LLC

71.64K

Jun 30, 26

-352

0.07%

Bleakley Financial Group, LLC

71.42K

Jun 30, 26

+58.18K

0.07%

STEPHENS INC /AR/

69.45K

Jun 30, 26

-5.87K

0.06%

Sowell Financial Services LLC

67.55K

Jun 30, 26

+6.27K

0.06%

Cerity Partners LLC

66.14K

Jun 30, 26

+6.54K

0.06%

Keebeck Wealth Management, LLC

64.18K

Jun 30, 26

-4.41K

0.06%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

64.15K

Jun 30, 26

-12.61K

0.06%

STIFEL FINANCIAL CORP

63.36K

Jun 30, 26

-2.50K

0.06%

Integrated Wealth Concepts LLC

62.82K

Jun 30, 26

+14.38K

0.06%

Bennett Associates Wealth Management

62.11K

Jun 30, 26

-24.11K

0.06%

Cambridge Investment Research Advisors, Inc.

61.74K

Jun 30, 26

-664

0.06%

Summit Financial, LLC

61.12K

Jun 30, 26

+48.49K

0.06%

Lee-Kelleher Wealth Management

58.47K

Jun 30, 26

-1.53K

0.05%

Forbes Financial Planning, Inc.

54.68K

Jun 30, 26

-1.20K

0.05%

MML INVESTORS SERVICES, LLC

54.57K

Jun 30, 26

+8.96K

0.05%

Fourth Dimension Wealth, LLC

53.88K

Jun 30, 26

+1.97K

0.05%

CFO4Life Group, LLC

53.46K

Jun 30, 26

-2.22K

0.05%

PFS Partners, LLC

52.46K

Jun 30, 26

-426

0.05%

SRS Capital Advisors, Inc.

52.06K

Jun 30, 26

+50.23K

0.05%

Arvest Bank Trust Division

50.97K

Jun 30, 26

-457

0.05%

BENJAMIN EDWARDS INC

50.22K

Jun 30, 26

+910

0.05%

NWF Advisory Services Inc.

49.58K

Jun 30, 26

-1.01K

0.05%

McAdam, LLC

49.22K

Jun 30, 26

+13.97K

0.05%

CVA Family Office, LLC

48.91K

Jun 30, 26

-1.78K

0.05%

Ashton Thomas Private Wealth, LLC

45.92K

Jun 30, 26

-2.19K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

45.72K

Jun 30, 26

-50

0.04%

Plotkin Financial Advisors, LLC

44.30K

Jun 30, 26

-1.00K

0.04%

FCA CORP /TX

44.16K

Jun 30, 26

+291

0.04%

Nikulski Financial, Inc.

42.37K

Jun 30, 26

-5.32K

0.04%

Royal Harbor Partners, LLC

42.08K

Jun 30, 26

-396

0.04%

Lido Advisors, LLC

41.81K

Jun 30, 26

+488

0.04%

Bellars Harris Wealth Management, LLC

41.47K

Jun 30, 26

+41.47K

0.04%

Private Advisor Group, LLC

41.30K

Jun 30, 26

-120.35K

0.04%

First Command Advisory Services, Inc.

40.95K

Jun 30, 26

-7.75K

0.04%

Equitable Holdings, Inc.

39.56K

Jun 30, 26

+4.31K

0.04%

Koshinski Asset Management, Inc.

39.14K

Jun 30, 26

-64

0.04%

Kestra Advisory Services, LLC

37.73K

Jun 30, 26

-4.28K

0.04%

Texas Yale Capital Corp.

37.03K

Jun 30, 26

+200

0.03%

Arkadios Wealth Advisors

36.87K

Jun 30, 26

-1.82K

0.03%

Wealthspire Advisors, LLC

36.03K

Jun 30, 26

-12.09K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

36.02K

Jun 30, 26

-452

0.03%

Vise Technologies, Inc.

35.15K

Jun 30, 26

+1.92K

0.03%

Capital Advisors Wealth Management, LLC

34.82K

Jun 30, 26

-1.64K

0.03%

Kathmere Capital Management, LLC

34.35K

Jun 30, 26

-1.01K

0.03%

FIDUCIARY FINANCIAL ADVISORS

33.95K

Jun 30, 26

+33.95K

0.03%

HARBOUR INVESTMENTS, INC.

33.65K

Jun 30, 26

-1.02K

0.03%

Cedar Point Capital Partners, LLC

32.20K

Jun 30, 26

+884

0.03%

Clearwater Capital Advisors, LLC

32.16K

Jun 30, 26

+3.46K

0.03%

PARSONS CAPITAL MANAGEMENT INC/RI

32.10K

Jun 30, 26

-3.02K

0.03%

Quantinno Capital Management LP

30.76K

Jun 30, 26

-2.78K

0.03%

Mengis Capital Management, Inc.

30.15K

Jun 30, 26

+1.62K

0.03%

Advisors Capital Management, LLC

29.86K

Jun 30, 26

+2.85K

0.03%

Elmwood Wealth Management, Inc.

29.67K

Jun 30, 26

+1.61K

0.03%

SkyOak Wealth, LLC

29.58K

Jun 30, 26

-1.36K

0.03%

Dynamic Wealth Strategies, LLC

28.61K

Jun 30, 26

+800

0.03%

Wealthfront Advisers LLC

28.22K

Jun 30, 26

-430

0.03%

AMERICAN NATIONAL BANK

26.84K

Jun 30, 26

-328

0.02%

Gilbert Capital Group, Inc.

26.82K

Jun 30, 26

-776

0.02%

PFG Advisors

26.73K

Jun 30, 26

-14.89K

0.02%

Apollon Wealth Management, LLC

25.70K

Jun 30, 26

-1.00K

0.02%

GTS SECURITIES LLC

25.09K

Jun 30, 26

+25.09K

0.02%

Bank of New York Mellon Corp

24.72K

Jun 30, 26

-4.67K

0.02%

Buckingham Strategic Partners

24.47K

Jun 30, 26

+535

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

24.10K

Jun 30, 26

+490

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.76K

Jun 30, 26

+5.37K

0.02%

Farther Finance Advisors, LLC

23.71K

Jun 30, 26

+2.61K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

23.71K

Jun 30, 26

-332

0.02%

Mason & Associates Inc

23.00K

Jun 30, 26

+143

0.02%

E&G Advisors, LP

22.58K

Jun 30, 26

-85

0.02%

GENESIS PRIVATE WEALTH, LLC

22.47K

Jun 30, 26

-6.73K

0.02%

SHUFRO ROSE & CO LLC

22.36K

Jun 30, 26

-750

0.02%

Merit Financial Group, LLC

22.22K

Jun 30, 26

-1.51K

0.02%

INTEGRATED WEALTHCARE, LLC

22.17K

Jun 30, 26

-120

0.02%

Ascension Capital Advisors, Inc.

22.11K

Jun 30, 26

-29

0.02%

Archvest Wealth Advisors, Inc.

21.76K

Jun 30, 26

-17.04K

0.02%

Ancora Advisors, LLC

21.57K

Jun 30, 26

-300

0.02%

LifePlan Investment Advisors, Inc.

21.27K

Jun 30, 26

-2.47K

0.02%

HRT FINANCIAL LP

21.25K

Jun 30, 26

+3.76K

0.02%

NORTHERN TRUST CORP

20.86K

Jun 30, 26

-92

0.02%

Avidian Wealth Solutions, LLC

20.81K

Jun 30, 26

-2.66K

0.02%

Emerald Advisors, LLC

20.60K

Jun 30, 26

-5.61K

0.02%

MANNING & NAPIER ADVISORS LLC

20.55K

Jun 30, 26

+5.11K

0.02%

Founders Financial Alliance, LLC

20.50K

Jun 30, 26

+16.55K

0.02%

Everest Management Corp.

20.42K

Jun 30, 26

0.02%

AMERIPRISE FINANCIAL INC

20.33K

Jun 30, 26

+2.99K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

20.15K

Jun 30, 26

-1.10K

0.02%

Fiduciary Alliance LLC

20.13K

Jun 30, 26

+835

0.02%

Cassaday & Co Wealth Management LLC

19.84K

Jun 30, 26

0.02%

MONECO Advisors, LLC

19.53K

Jun 30, 26

-152

0.02%

CVFG LLC

19.25K

Jun 30, 26

+539

0.02%

TigerOak Management, L.L.C.

17.95K

Jun 30, 26

-1

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

17.89K

Jun 30, 26

+295

0.02%

Sierra Capital LLC

17.85K

Jun 30, 26

-168

0.02%

BlackRock, Inc.

17.72K

Jun 30, 26

+444

0.02%

Archer Investment Management, LLC

17.59K

Jun 30, 26

+1.67K

0.02%

Vestmark Advisory Solutions, Inc.

17.57K

Jun 30, 26

+17.57K

0.02%

Legacy Advisors, LLC

17.26K

Jun 30, 26

-814

0.02%

J.W. COLE ADVISORS, INC.

16.86K

Jun 30, 26

+16.86K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

16.86K

Jun 30, 26

+1.26K

0.02%

Stonehearth Capital Management, LLC

16.67K

Jun 30, 26

-404

0.02%

Strategic Family Wealth Counselors, L.L.C.

16.64K

Jun 30, 26

-31

0.02%

Innovative Wealth Building LLC

16.61K

Jun 30, 26

-1.20K

0.02%

RENAISSANCE TECHNOLOGIES LLC

16.00K

Jun 30, 26

+16.00K

0.01%

GREAT LAKES ADVISORS, LLC

15.90K

Jun 30, 26

-5

0.01%

CI Private Wealth, LLC

15.55K

Jun 30, 26

-241.69K

0.01%

Global Retirement Partners, LLC

15.54K

Jun 30, 26

+15.54K

0.01%

YHB Investment Advisors, Inc.

15.46K

Jun 30, 26

-457

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.46K

Jun 30, 26

-164

0.01%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

15.14K

Jun 30, 26

+109

0.01%

NATIXIS ADVISORS, L.P.

15.08K

Jun 30, 26

-1.32K

0.01%

MGO ONE SEVEN LLC

15.07K

Jun 30, 26

-2.54K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

15.00K

Jun 30, 26

-51

0.01%

Creative Capital Management Investments LLC

14.58K

Jun 30, 26

+14.58K

0.01%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

14.49K

Jun 30, 26

+1.08K

0.01%

Eaton Financial Holdings Company, LLC

14.40K

Jun 30, 26

+35

0.01%

Hopwood Financial Services, Inc.

13.61K

Jun 30, 26

-4.00K

0.01%

PFG Investments, LLC

13.58K

Jun 30, 26

+7.14K

0.01%

WBH ADVISORY INC

13.53K

Jun 30, 26

+12

0.01%

Hamilton Wealth, LLC

13.15K

Jun 30, 26

0.01%

ARMSTRONG ADVISORY GROUP, INC

13.12K

Jun 30, 26

-28

0.01%

SAX WEALTH ADVISORS, LLC

12.95K

Jun 30, 26

-93

0.01%

ASSETMARK, INC

12.73K

Jun 30, 26

+422

0.01%

HALLMARK CAPITAL MANAGEMENT INC

12.67K

Jun 30, 26

-246

0.01%

Syntegra Private Wealth Group, LLC

12.44K

Jun 30, 26

+1.06K

0.01%

REGIONS FINANCIAL CORP

12.44K

Jun 30, 26

-1.11K

0.01%

Maia Wealth LLC

12.25K

Jun 30, 26

-1.15K

0.01%

Atria Investments, Inc

12.18K

Jun 30, 26

+7.35K

0.01%

Meridian Wealth Management, LLC

12.13K

Jun 30, 26

-19

0.01%

C2C Wealth Management, LLC

12.08K

Jun 30, 26

-300

0.01%

OPPENHEIMER & CO INC

12.06K

Jun 30, 26

-1.42K

0.01%

Pensionmark Financial Group, LLC

11.97K

Jun 30, 26

-848

0.01%

Advisory Services Network, LLC

11.49K

Jun 30, 26

+746

0.01%

VICUS CAPITAL

11.29K

Jun 30, 26

-157

0.01%

FARMERS & MERCHANTS INVESTMENTS INC

10.95K

Jun 30, 26

0.01%

Stratos Wealth Advisors, LLC

10.86K

Jun 30, 26

-112

0.01%

FIDUCIARY TRUST CO

10.83K

Jun 30, 26

-48

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

10.78K

Jun 30, 26

+409

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

10.69K

Jun 30, 26

0.01%

CFS Investment Advisory Services, LLC

10.59K

Jun 30, 26

-175

0.01%

Clearstead Advisors, LLC

10.53K

Jun 30, 26

-1.37K

0.01%

HighPoint Advisor Group LLC

10.52K

Jun 30, 26

-367

0.01%

Prosperity Financial Group, Inc.

10.44K

Jun 30, 26

+296

0.01%

Ducere Wealth Management LLC

10.40K

Jun 30, 26

-79.91K

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

10.24K

Jun 30, 26

+757

0.01%

Commonwealth Financial Services, LLC

10.07K

Jun 30, 26

-156

0.01%

Concurrent Investment Advisors, LLC

9.88K

Jun 30, 26

-1.87K

0.01%

Apex Wealth Management, LLC

9.79K

Jun 30, 26

-55

0.01%

Texas Capital Bank Wealth Management Services Inc

9.76K

Jun 30, 26

-250

0.01%

17 CAPITAL PARTNERS, LLC

9.75K

Jun 30, 26

+1.08K

0.01%

Steel Peak Wealth Management LLC

9.49K

Jun 30, 26

+9.49K

0.01%

Diversify Advisory Services, LLC

9.48K

Jun 30, 26

+9.48K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.48K

Jun 30, 26

-3.83K

0.01%

Beacon Pointe Advisors, LLC

9.13K

Jun 30, 26

-455

0.01%

Ameritas Advisory Services, LLC

9.08K

Jun 30, 26

+9.08K

0.01%

Modern Wealth Management, LLC

8.98K

Jun 30, 26

-265

0.01%

IFP Advisors, Inc

8.94K

Jun 30, 26

+327

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

8.90K

Jun 30, 26

+503

0.01%

SageView Advisory Group, LLC

8.82K

Jun 30, 26

-1

0.01%

US BANCORP \DE\

8.79K

Jun 30, 26

+3.34K

0.01%

American Trust

8.77K

Jun 30, 26

-534

0.01%

VANGUARD ADVISERS INC

8.69K

Jun 30, 26

-316

0.01%

NewEdge Wealth, LLC

8.67K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

8.62K

Jun 30, 26

+8.62K

0.01%

Herold Advisors, Inc.

8.47K

Jun 30, 26

-3.27K

0.01%

XTX Topco Ltd

8.41K

Jun 30, 26

+8.41K

0.01%

BROWN ADVISORY INC

8.35K

Jun 30, 26

+8.35K

0.01%

Montecito Bank & Trust

8.35K

Jun 30, 26

0.01%

Beacon Financial Advisory LLC

8.26K

Jun 30, 26

+301

0.01%

Goldstone Financial Group, LLC

8.11K

Jun 30, 26

-297

0.01%

MB Generational Wealth, LLC

7.96K

Jun 30, 26

-462

0.01%

First American Bank

7.96K

Jun 30, 26

0.01%

GATEWAY INVESTMENT ADVISERS LLC

7.84K

Jun 30, 26

+7.84K

0.01%

SPIREPOINT PRIVATE CLIENT, LLC

7.66K

Jun 30, 26

-119

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

7.62K

Jun 30, 26

+14

0.01%

Williams & Novak, LLC

7.44K

Jun 30, 26

-96

0.01%

Mission Creek Capital Partners, Inc.

7.28K

Jun 30, 26

+11

0.01%

Portfolio Resources Advisor Group, Inc.

7.23K

Jun 30, 26

+7.23K

0.01%

3Chopt Investment Partners, LLC

7.08K

Jun 30, 26

0.01%

FORTRESS FINANCIAL GROUP, LLC

6.96K

Jun 30, 26

-43.18K

0.01%

POTENTIA WEALTH

6.91K

Jun 30, 26

0.01%

Serenus Wealth Advisors, LLC

6.82K

Jun 30, 26

0.01%

Old North State Wealth Management, LLC

6.80K

Jun 30, 26

+11

0.01%

Sentinus, LLC

6.79K

Jun 30, 26

-10

0.01%

Financial Engines Advisors L.L.C.

6.77K

Jun 30, 26

-90

0.01%

TD Capital Management LLC

6.72K

Jun 30, 26

+14

0.01%

BANK OF MONTREAL /CAN/

6.71K

Jun 30, 26

-4.08K

0.01%

EP Wealth Advisors, LLC

6.68K

Jun 30, 26

+21

0.01%

Moors & Cabot, Inc.

6.61K

Jun 30, 26

+160

0.01%

Aptus Capital Advisors, LLC

6.51K

Jun 30, 26

0.01%

Schrum Private Wealth Management LLC

6.45K

Jun 30, 26

+810

0.01%

Fidelis Capital Partners, LLC

6.42K

Jun 30, 26

-9

0.01%

Pine Valley Investments Ltd Liability Co

6.41K

Jun 30, 26

-72

0.01%

WEDBUSH SECURITIES INC

6.38K

Jun 30, 26

-543

0.01%

ADVISORTRUST PARTNERS, LLC

6.32K

Jun 30, 26

+513

0.01%

Goelzer Investment Management, Inc.

6.27K

Jun 30, 26

0.01%

Crescent Grove Advisors, LLC

6.18K

Jun 30, 26

0.01%

QRG CAPITAL MANAGEMENT, INC.

6.08K

Jun 30, 26

+6.08K

0.01%

PRIVATE TRUST CO NA

6.01K

Jun 30, 26

-825

0.01%

Verdence Capital Advisors LLC

5.99K

Jun 30, 26

+5.99K

0.01%

Petros Family Wealth, LLC

5.81K

Jun 30, 26

-261

0.01%

PENNEY FINANCIAL, LLC

5.78K

Jun 30, 26

-471.94K

0.01%

49 WEALTH MANAGEMENT, LLC

5.78K

Jun 30, 26

+5.78K

0.01%

ALONGSIDE, LLC

5.78K

Jun 30, 26

+5.78K

0.01%

CIBC Bancorp USA Inc.

5.75K

Jun 30, 26

0.01%

Cadent Capital Advisors, LLC

5.75K

Jun 30, 26

0.01%

Pacific Point Advisors, LLC

5.74K

Jun 30, 26

+2.74K

0.01%

Strategic Blueprint, LLC

5.72K

Jun 30, 26

-2.22K

0.01%

FIFTH THIRD SECURITIES, INC.

5.62K

Jun 30, 26

+348

0.01%

Apollon Financial, LLC

5.57K

Jun 30, 26

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

5.49K

Jun 30, 26

0.01%

Alteri Wealth LLC

5.34K

Jun 30, 26

0.00%

TCG Advisory Services, LLC

5.33K

Jun 30, 26

-359

0.00%

Advance Capital Management, Inc.

5.29K

Jun 30, 26

-2.87K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

5.17K

Jun 30, 26

+72

0.00%

Advyzon Investment Management, LLC

5.15K

Jun 30, 26

+5.15K

0.00%

Cresset Asset Management, LLC

5.13K

Jun 30, 26

+1.09K

0.00%

Perigon Wealth Management, LLC

5.06K

Jun 30, 26

-1.28K

0.00%

Private Wealth Asset Management, LLC

5.05K

Jun 30, 26

+1.33K

0.00%

Signet Private Wealth LLC

5.03K

Jun 30, 26

+1.98K

0.00%

Empire Financial Management Company, LLC

5.01K

Jun 30, 26

-288

0.00%

SMITH, MOORE & CO.

5.01K

Jun 30, 26

-89

0.00%

QUADRANT CAPITAL GROUP LLC

5.00K

Jun 30, 26

0.00%

Spire Wealth Management

4.99K

Jun 30, 26

+1.55K

0.00%

Tepp RIA, LLC

4.96K

Jun 30, 26

0.00%

Savvy Advisors, Inc.

4.94K

Jun 30, 26

+30

0.00%

SFE Investment Counsel

4.78K

Jun 30, 26

0.00%

Truepoint, Inc.

4.70K

Jun 30, 26

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

4.68K

Jun 30, 26

-500

0.00%

Axis Wealth Partners, LLC

4.67K

Jun 30, 26

+180

0.00%

COFG Advisors, LLC

4.63K

Jun 30, 26

-42

0.00%

Coastal Investment Advisors, Inc.

4.62K

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.60K

Jun 30, 26

-22.96K

0.00%

Transamerica Financial Advisors, Inc.

4.59K

Jun 30, 26

+1.15K

0.00%

IEQ CAPITAL, LLC

4.55K

Jun 30, 26

+12

0.00%

Allspring Global Investments Holdings, LLC

4.55K

Jun 30, 26

+1.01K

0.00%

Kingsview Wealth Management, LLC

4.54K

Jun 30, 26

+187

0.00%

AE Wealth Management LLC

4.52K

Jun 30, 26

+1.74K

0.00%

Capital Investment Advisory Services, LLC

4.42K

Jun 30, 26

+580

0.00%

Waverly Advisors, LLC

4.40K

Jun 30, 26

+451

0.00%

Quantum Financial Planning Services, Inc.

4.37K

Jun 30, 26

-1.75K

0.00%

BLAIR WILLIAM & CO/IL

4.36K

Jun 30, 26

+40

0.00%

HORAN Wealth, LLC

4.33K

Jun 30, 26

0.00%

Western Wealth Management, LLC

4.33K

Jun 30, 26

-109

0.00%

Powell Investment Advisors, LLC

4.33K

Jun 30, 26

0.00%

LRI Investments, LLC

4.31K

Jun 30, 26

-57

0.00%

Private Wealth Partners, LLC

4.28K

Jun 30, 26

0.00%

Carnegie Capital Asset Management, LLC

4.27K

Jun 30, 26

0.00%

QUANTIFY CHAOS ADVISORS, LLC

4.25K

Jun 30, 26

+10

0.00%

Russell Investments Group, Ltd.

4.21K

Jun 30, 26

-741

0.00%

Mattern Wealth Management LLC

4.19K

Jun 30, 26

0.00%

Pinnacle Financial Partners, Inc.

4.16K

Jun 30, 26

-617

0.00%

Clark Capital Management Group, Inc.

4.15K

Jun 30, 26

-120

0.00%

Heartwood Wealth Advisors LLC

4.08K

Jun 30, 26

0.00%

Advisory Solutions Group, LLC

4.05K

Jun 30, 26

+4.05K

0.00%

True North Advisors, LLC

4.03K

Jun 30, 26

0.00%

Miracle Mile Advisors, LLC

3.97K

Jun 30, 26

-87

0.00%

Wealth Alliance

3.95K

Jun 30, 26

-255

0.00%

SC&H Financial Advisors, Inc.

3.94K

Jun 30, 26

0.00%

Fonville Wealth Management LLC

3.92K

Jun 30, 26

0.00%

CHAPIN DAVIS, INC.

3.88K

Jun 30, 26

-3

0.00%

BRIGHTON JONES LLC

3.87K

Jun 30, 26

-72

0.00%

Ellevest, Inc.

3.84K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

3.81K

Jun 30, 26

-1.85K

0.00%

Huntleigh Advisors, Inc.

3.79K

Jun 30, 26

-661

0.00%

WETZEL INVESTMENT ADVISORS, INC.

3.76K

Jun 30, 26

-66

0.00%

Intrua Financial, LLC

3.72K

Jun 30, 26

-89

0.00%

Pathstone Holdings, LLC

3.71K

Jun 30, 26

+285

0.00%

Nuveen, LLC

3.69K

Jun 30, 26

+3.69K

0.00%

Mutual Advisors, LLC

3.66K

Jun 30, 26

-51

0.00%

Stratos Wealth Partners, LTD.

3.66K

Jun 30, 26

-16

0.00%

WEST BANCORPORATION INC

3.63K

Jun 30, 26

0.00%

RDA Financial Network

3.60K

Jun 30, 26

-172

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.59K

Jun 30, 26

+1.69K

0.00%

Kraft, Davis & Associates, LLC

3.53K

Jun 30, 26

0.00%

Catalyst Investment Management LLC

3.52K

Jun 30, 26

0.00%

AIRE ADVISORS, LLC

3.50K

Jun 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

3.46K

Jun 30, 26

0.00%

CROSSPOINT FINANCIAL, LLC

3.45K

Jun 30, 26

+3.45K

0.00%

Fundamentum, LLC

3.37K

Jun 30, 26

+694

0.00%

MONTAG A & ASSOCIATES INC

3.35K

Jun 30, 26

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.34K

Jun 30, 26

+521

0.00%

Foundations Investment Advisors, LLC

3.26K

Jun 30, 26

-197

0.00%

Daybright Advisory Services, Inc.

3.25K

Jun 30, 26

0.00%

MEMBERS WEALTH LLC

3.25K

Jun 30, 26

-3

0.00%

Kovack Advisors, Inc.

3.24K

Jun 30, 26

+45

0.00%

WORLD EQUITY GROUP, INC.

3.22K

Jun 30, 26

+660

0.00%

Walkner Condon Financial Advisors LLC

3.18K

Jun 30, 26

-1.25K

0.00%

Intergy Private Wealth, LLC

3.17K

Jun 30, 26

-257

0.00%

Washington Trust Advisors, Inc.

3.16K

Jun 30, 26

-440

0.00%

Perennial Investment Advisors, LLC

3.15K

Jun 30, 26

-328

0.00%

SALEM INVESTMENT COUNSELORS INC

3.15K

Jun 30, 26

0.00%

Cambridge Advisors Inc.

3.13K

Jun 30, 26

-11

0.00%

Elevation Wealth Management LLC

3.12K

Jun 30, 26

-41

0.00%

Aprio Wealth Management, LLC

3.09K

Jun 30, 26

+3.09K

0.00%

Summit Financial Strategies, Inc.

3.08K

Jun 30, 26

0.00%

Midwest Trust Co

3.08K

Jun 30, 26

+3.08K

0.00%

COMMERCE BANK

3.08K

Jun 30, 26

-16

0.00%

Ausdal Financial Partners, Inc.

3.05K

Jun 30, 26

-714

0.00%

KWB Wealth

3.04K

Jun 30, 26

-634

0.00%

January Capital Advisors LLC

3.04K

Jun 30, 26

-51

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.00K

Jun 30, 26

0.00%

KCM INVESTMENT ADVISORS LLC

2.98K

Jun 30, 26

-1.00K

0.00%

FAYEZ SAROFIM & CO

2.98K

Jun 30, 26

+2.98K

0.00%

GUIDANCE CAPITAL, INC

2.98K

Jun 30, 26

0.00%

Freestone Capital Holdings, LLC

2.97K

Jun 30, 26

+110

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

2.96K

Jun 30, 26

0.00%

RPS ADVISORY SOLUTIONS LLC

2.95K

Jun 30, 26

0.00%

Facet Wealth, Inc.

2.89K

Jun 30, 26

-92

0.00%

D.A. DAVIDSON & CO.

2.87K

Jun 30, 26

-64

0.00%

Annis Gardner Whiting Capital Advisors, LLC

2.86K

Jun 30, 26

-484

0.00%

Signature Equity Partners, LLC

2.82K

Jun 30, 26

-104

0.00%

Traynor Capital Management, Inc.

2.80K

Jun 30, 26

-35

0.00%

OneAscent Wealth Management LLC

2.79K

Jun 30, 26

-4

0.00%

Destiny Capital Corp/CO

2.79K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

2.78K

Jun 30, 26

0.00%

GAMMA Investing LLC

2.76K

Jun 30, 26

+303

0.00%

FIRST TRUST ADVISORS LP

2.69K

Jun 30, 26

+555

0.00%

MISSION WEALTH MANAGEMENT, LP

2.65K

Jun 30, 26

+2.65K

0.00%

Choate Investment Advisors

2.64K

Jun 30, 26

0.00%

Ascent Group, LLC

2.63K

Jun 30, 26

0.00%

FIDUCIENT ADVISORS LLC

2.62K

Jun 30, 26

+2.62K

0.00%

Silver Grove Financial Group, Inc.

2.62K

Jun 30, 26

-3

0.00%

Synergy Asset Management, LLC

2.61K

Jun 30, 26

-53

0.00%

DAVENPORT & Co LLC

2.61K

Jun 30, 26

+133

0.00%

PGIM Custom Harvest LLC

2.60K

Jun 30, 26

+643

0.00%

Busey Wealth Management

2.56K

Jun 30, 26

0.00%

PLIMOTH TRUST CO LLC

2.50K

Jun 30, 26

-105

0.00%

ZACKS INVESTMENT MANAGEMENT

2.48K

Jun 30, 26

0.00%

Collaborative Wealth Managment Inc.

2.45K

Jun 30, 26

-170

0.00%

TITLEIST ASSET MANAGEMENT, LLC

2.44K

Jun 30, 26

+2.44K

0.00%

Blue Water Asset Management

2.43K

Jun 30, 26

-535

0.00%

Cyndeo Wealth Partners, LLC

2.39K

Jun 30, 26

-1

0.00%

MBL Wealth, LLC

2.37K

Jun 30, 26

0.00%

Keystone Financial Group

2.37K

Jun 30, 26

0.00%

LVZ, Inc.

2.26K

Jun 30, 26

-338

0.00%

Aspen Grove Capital, LLC

2.26K

Jun 30, 26

0.00%

JMG Financial Group, Ltd.

2.25K

Jun 30, 26

-422

0.00%

BIP Wealth, LLC

2.25K

Jun 30, 26

+110

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.24K

Jun 30, 26

+2.24K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

2.24K

Jun 30, 26

+940

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

2.23K

Jun 30, 26

+695

0.00%

Cauble & Harre Wealth Management, Inc.

2.23K

Jun 30, 26

0.00%

OPTIMA CAPITAL LLC

2.21K

Jun 30, 26

0.00%

XCELSIOR ADVISOR PARTNERS LLC

2.19K

Jun 30, 26

+2.19K

0.00%

Abound Wealth Management

2.18K

Jun 30, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.09K

Jun 30, 26

-8

0.00%

Lantern Wealth Advisors, LLC

2.04K

Jun 30, 26

+56

0.00%

TD PRIVATE CLIENT WEALTH LLC

2.04K

Jun 30, 26

+609

0.00%

Prime Capital Investment Advisors, LLC

2.02K

Jun 30, 26

+250

0.00%

PKS Advisory Services, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

Inspire Advisors, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

Heritage Wealth Management, Inc.

2.01K

Jun 30, 26

+2.01K

0.00%

Vontobel Holding Ltd.

2.00K

Jun 30, 26

0.00%

Hummer Financial Advisory Services Inc

2.00K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

1.98K

Jun 30, 26

+1.98K

0.00%

Delap Wealth Advisory, LLC

1.97K

Jun 30, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

1.96K

Jun 30, 26

-285

0.00%

Owl Creek Wealth Partners LLC

1.96K

Jun 30, 26

0.00%

BBR PARTNERS, LLC

1.94K

Jun 30, 26

0.00%

Prospera Financial Services Inc

1.89K

Jun 30, 26

+1.89K

0.00%

FIRST HORIZON CORP

1.87K

Jun 30, 26

0.00%

BRIGHT FINANCIAL ADVISORS, INC.

1.86K

Jun 30, 26

0.00%

M&T BANK CORP

1.85K

Jun 30, 26

0.00%

Drucker Wealth 3.0, LLC

1.83K

Jun 30, 26

+1.83K

0.00%

CreativeOne Wealth, LLC

1.81K

Jun 30, 26

-85

0.00%

Vident Advisory, LLC

1.80K

Jun 30, 26

0.00%

OneAscent Family Office, LLC

1.80K

Jun 30, 26

0.00%

Genesee Capital Advisors, LLC

1.77K

Jun 30, 26

+1.77K

0.00%

CHIRON CAPITAL MANAGEMENT, LLC

1.76K

Jun 30, 26

+1.76K

0.00%

ALESCO ADVISORS LLC

1.76K

Jun 30, 26

+1.76K

0.00%

EverSource Wealth Advisors, LLC

1.75K

Jun 30, 26

-33

0.00%

Brookstone Capital Management

1.74K

Jun 30, 26

-48

0.00%

Parallel Advisors, LLC

1.72K

Jun 30, 26

+909

0.00%

PCM Encore, LLC

1.71K

Jun 30, 26

-5

0.00%

NorthRock Partners, LLC

1.69K

Jun 30, 26

-7

0.00%

HHM Wealth Advisors, LLC

1.69K

Jun 30, 26

+1.05K

0.00%

Painted Porch Advisors LLC

1.68K

Jun 30, 26

0.00%

SHP Wealth Management

1.67K

Jun 30, 26

0.00%

Successful Portfolios LLC

1.65K

Jun 30, 26

0.00%

VAQUERO PRIVATE WEALTH, LTD

1.65K

Jun 30, 26

+1.65K

0.00%

Peak Planning Group, LLC

1.64K

Jun 30, 26

0.00%

Chicago Wealth Management, Inc.

1.64K

Jun 30, 26

0.00%

Sigma Planning Corp

1.62K

Jun 30, 26

-272

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

1.61K

Jun 30, 26

-102

0.00%

ENZI WEALTH

1.59K

Jun 30, 26

-275

0.00%

FIRST HAWAIIAN BANK

1.59K

Jun 30, 26

+1.59K

0.00%

Harbour Capital Advisors, LLC

1.58K

Jun 30, 26

0.00%

D'Orazio & Associates, Inc.

1.58K

Jun 30, 26

+1.58K

0.00%

Klingman & Associates, LLC

1.57K

Jun 30, 26

+1.57K

0.00%

Fermata Advisors, LLC

1.57K

Jun 30, 26

-138

0.00%

Stirlingshire Investments, Inc.

1.55K

Jun 30, 26

+1.55K

0.00%

Valeo Financial Advisors, LLC

1.54K

Jun 30, 26

+1.54K

0.00%

Cornerstone Planning Group LLC

1.53K

Jun 30, 26

0.00%

Prosperity Consulting Group, LLC

1.53K

Jun 30, 26

+1.53K

0.00%

FRANKLIN RESOURCES INC

1.52K

Jun 30, 26

+1.19K

0.00%

Neuberger Berman Group LLC

1.50K

Jun 30, 26

+1.50K

0.00%

Umpqua Bank

1.49K

Jun 30, 26

+1.49K

0.00%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

1.49K

Jun 30, 26

-637

0.00%

Jacksonville Wealth Management, LLC

1.48K

Jun 30, 26

+1.48K

0.00%

Financial Advisors Network, Inc.

1.46K

Jun 30, 26

+1.46K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.45K

Jun 30, 26

+1.45K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

1.45K

Jun 30, 26

+1.45K

0.00%

Able Wealth Management LLC

1.43K

Jun 30, 26

+1.43K

0.00%

Entelevest, LLC

1.43K

Jun 30, 26

+1.43K

0.00%

Smartleaf Asset Management LLC

1.41K

Jun 30, 26

0.00%

Northstar Advisory Group, LLC

1.41K

Jun 30, 26

+1.41K

0.00%

MCF Advisors LLC

1.39K

Jun 30, 26

-125

0.00%

Crewe Advisors LLC

1.39K

Jun 30, 26

+1.39K

0.00%

UMB Bank, n.a.

1.36K

Jun 30, 26

+90

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.23K

Jun 30, 26

+46

0.00%

Larson Financial Group LLC

1.21K

Jun 30, 26

+62

0.00%

CNB Bank

1.13K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.08K

Jun 30, 26

+854

0.00%

CULLEN/FROST BANKERS, INC.

1.02K

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

1.02K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

968

Jun 30, 26

-181

0.00%

Aventura Private Wealth, LLC

944

Jun 30, 26

0.00%

BFSG, LLC

926

Jun 30, 26

0.00%

Napier Financial, LLC

915

Jun 30, 26

0.00%

Millstone Evans Group, LLC

910

Jun 30, 26

0.00%

IFG Advisory, LLC

880

Jun 30, 26

+880

0.00%

Colonial Trust Co / SC

874

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

858

Jun 30, 26

+858

0.00%

Tradewinds, LLC.

844

Jun 30, 26

+844

0.00%

Harbor Asset Planning, Inc.

830

Jun 30, 26

0.00%

WHITTIER TRUST CO

802

Jun 30, 26

+119

0.00%

Asset Dedication, LLC

740

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

737

Jun 30, 26

+487

0.00%

Golden State Wealth Management, LLC

707

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

687

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

677

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

659

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

639

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

615

Jun 30, 26

+120

0.00%

SIGNATUREFD, LLC

611

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

596

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

584

Jun 30, 26

+313

0.00%

Hilton Head Capital Partners, LLC

571

Jun 30, 26

0.00%

MATHER GROUP, LLC.

562

Jun 30, 26

0.00%

MidFirst Bank

557

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

537

Jun 30, 26

+537

0.00%

Riverview Trust Co

533

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

530

Jun 30, 26

+530

0.00%

CENTRAL TRUST Co

523

Jun 30, 26

0.00%

MASECO LLP

516

Jun 30, 26

0.00%

Kozak & Associates, Inc.

485

Jun 30, 26

0.00%

Highland Investment Advisors LLC

484

Jun 30, 26

+484

0.00%

Salomon & Ludwin, LLC

478

Jun 30, 26

-20

0.00%

CITIGROUP INC

465

Jun 30, 26

-321

0.00%

Plante Moran Financial Advisors, LLC

463

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

454

Jun 30, 26

0.00%

BOKF, NA

435

Jun 30, 26

0.00%

TRUST CO OF VERMONT

433

Jun 30, 26

+433

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

419

Jun 30, 26

-79

0.00%

TRUST CO OF TOLEDO NA /OH/

418

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

417

Jun 30, 26

0.00%

Continuum Advisory, LLC

406

Jun 30, 26

+406

0.00%

ESL Trust Services, LLC

399

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

396

Jun 30, 26

0.00%

NBC SECURITIES, INC.

392

Jun 30, 26

+82

0.00%

WHITTIER TRUST CO OF NEVADA INC

386

Jun 30, 26

0.00%

Harborfront Financial Group LLC

385

Jun 30, 26

+385

0.00%

Strategic Wealth Partners, Ltd.

382

Jun 30, 26

-28

0.00%

Greykasell Wealth Strategies, Inc.

381

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

380

Jun 30, 26

-70

0.00%

HARBOR INVESTMENT ADVISORY, LLC

380

Jun 30, 26

0.00%

Triumph Capital Management

366

Jun 30, 26

0.00%

Noble Wealth Management PBC

365

Jun 30, 26

0.00%

Tidemark, LLC

358

Jun 30, 26

-8

0.00%

Moisand Fitzgerald Tamayo, LLC

355

Jun 30, 26

-79

0.00%

351

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

324

Jun 30, 26

-14

0.00%

HM PAYSON & CO

322

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

315

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

308

Jun 30, 26

+47

0.00%

Vision Retirement, LLC

307

Jun 30, 26

-99

0.00%

Keating Financial Advisory Services, Inc.

301

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

281

Jun 30, 26

0.00%

Kilter Group LLC

270

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

262

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

253

Jun 30, 26

-14.97K

0.00%

PITTENGER & ANDERSON INC

250

Jun 30, 26

0.00%

Westend Capital Management, LLC

240

Jun 30, 26

-45

0.00%

Bogart Wealth, LLC

218

Jun 30, 26

0.00%

Rossby Financial, LCC

218

Jun 30, 26

-31

0.00%

EPG Wealth Management LLC

204

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

200

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

199

Jun 30, 26

0.00%

JNBA Financial Advisors

197

Jun 30, 26

0.00%

Arlington Trust Co LLC

196

Jun 30, 26

+196

0.00%

EFG International AG

185

Jun 30, 26

-47

0.00%

TIAA Wealth Investment Management LLC

183

Jun 30, 26

+128

0.00%

TSFG, LLC

178

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

177

Jun 30, 26

+177

0.00%

FIRST UNITED BANK & TRUST

167

Jun 30, 26

0.00%

Oakworth Capital, Inc.

165

Jun 30, 26

+165

0.00%

Ronald Blue Trust, Inc.

164

Jun 30, 26

-163

0.00%

Roxbury Financial LLC

153

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

149

Jun 30, 26

-29

0.00%

Key Capital Management, INC

147

Jun 30, 26

0.00%

TFC Financial Management, Inc.

147

Jun 30, 26

+147

0.00%

Concord Wealth Partners

142

Jun 30, 26

+142

0.00%

Newbridge Financial Services Group, Inc.

132

Jun 30, 26

0.00%

Activest Wealth Management

127

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

119

Jun 30, 26

0.00%

General Partner, Inc.

116

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

114

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

113

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

113

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

Jun 30, 26

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

+41

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

Jun 30, 26

+67

0.00%

Hilltop National Bank

Jun 30, 26

+65

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

0.00%

Lummis Asset Management, LP

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

Jun 30, 26

0.00%

MTM Investment Management, LLC

Jun 30, 26

+47

0.00%

ROGCO, LP

Jun 30, 26

+44

0.00%

WEST PACES ADVISORS INC.

Jun 30, 26

+43

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Cheviot Value Management, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

-21

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

+19

0.00%

Evolution Advisers, Inc.

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

-41

0.00%

American Capital Advisory, LLC

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

-255

0.00%

Crews Bank & Trust

Jun 30, 26

+10

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-425

Independent Advisor Alliance

Jun 30, 26

-9.17K

Basepoint Wealth LLC

Jun 30, 26

-4

JANE STREET GROUP, LLC

Jun 30, 26

-10.06K

CITADEL ADVISORS LLC

Jun 30, 26

-12.14K

Apella Capital, LLC

Jun 30, 26

-1.50K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-753

EVOKE WEALTH, LLC

Jun 30, 26

-9.70K

Synergy Investment Management, LLC

Jun 30, 26

-146

Lebenthal Global Advisors, LLC

Jun 30, 26

-4.80K

Root Financial Partners, LLC

Jun 30, 26

-1.06K

Ankerstar Wealth, LLC

Jun 30, 26

-61

Fisher Asset Management, LLC

Jun 30, 26

-2.57K

RICHARDS, MERRILL & PETERSON, INC.

Jun 30, 26

-80

FLOW TRADERS U.S. LLC

Jun 30, 26

-74.63K

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-142

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-2.11K

Longview Financial Advisors, Inc.

Jun 30, 26

-233

Golden State Equity Partners

Jun 30, 26

-475

OLD POINT TRUST & FINANCIAL SERVICES N A

Jun 30, 26

-86

Goodman Advisory Group, LLC

Jun 30, 26

-157

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-452

Octavia Wealth Advisors, LLC

Jun 30, 26

-2.32K

Key FInancial Inc

Jun 30, 26

-200

True Link Financial Advisors, LLC

Jun 30, 26

-491

Wealth Science Advisors LLC

Jun 30, 26

-137

BURKETT FINANCIAL SERVICES, LLC

Jun 30, 26

-106

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-3.29K

LeClair Wealth Partners LLC

Jun 30, 26

-2.97K

Sound Income Strategies, LLC

Jun 30, 26

-29

SkyView Investment Advisors, LLC

645.77K

Mar 31, 26

-6.68K

0.60%

Leo Wealth, LLC

442.60K

Mar 31, 26

-16.59K

0.41%

Silicon Valley Capital Partners

131.18K

Mar 31, 26

-4.23K

0.12%

CWM, LLC

13.80K

Mar 31, 26

+864

0.01%

U.S. Capital Wealth Advisors, LLC

5.55K

Mar 31, 26

-185

0.01%

Skopos Labs, Inc.

3.56K

Mar 31, 26

+3.56K

0.00%

GM Advisory Group, Inc.

1.94K

Mar 31, 26

+1.94K

0.00%

Anchor Investment Management, LLC

646

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

357

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

174

Mar 31, 26

+60

0.00%

Red Tortoise LLC

Mar 31, 26

0.00%

COMERICA BANK

79.61K

Dec 31, 25

-10.28K

0.07%

Edge Financial Advisors LLC

10.77K

Dec 31, 25

-121

0.01%

VANGUARD GROUP INC

8.33K

Dec 31, 25

+44

0.01%

CIBC Private Wealth Group, LLC

5.78K

Dec 31, 25

+1.17K

0.01%

Janney Capital Management LLC

3.73K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

489

Dec 31, 25

+489

0.00%

ORG Partners LLC

324

Dec 31, 25

0.00%

Stephens Consulting, LLC

174

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-615

Oldfather Financial Services, LLC

Dec 31, 25

-1.90K

Watts Gwilliam & Co., LLC

6.74K

Sep 30, 25

+712

0.01%

PINNACLE FINANCIAL PARTNERS INC

4.79K

Sep 30, 25

+485

0.00%

First International Bank & Trust

3.62K

Sep 30, 25

0.00%

Hemington Wealth Management

3.44K

Sep 30, 25

0.00%

Glenmede Investment Management, LP

637

Sep 30, 25

+637

0.00%

Abich Financial Wealth Management LLC

417

Sep 30, 25

+417

0.00%

Stuart Chaussee & Associates, Inc.

182

Sep 30, 25

0.00%

Binnacle Investments Inc

180

Sep 30, 25

+180

0.00%

FSA Wealth Management LLC

125

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

Sep 30, 25

-1.61K

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-1.15K

Sterling Financial Group, Inc.

Sep 30, 25

-2.89K

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-7.44K

Congress Wealth Management LLC / DE /

41.74K

Jun 30, 25

+32.54K

0.04%

Atria Wealth Solutions, Inc.

22.31K

Jun 30, 25

-16.25K

0.02%

AVANTAX ADVISORY SERVICES, INC.

16.10K

Jun 30, 25

+7.95K

0.01%

Tyler-Stone Wealth Management

12.13K

Jun 30, 25

-689

0.01%

Graypoint LLC

11.35K

Jun 30, 25

-150

0.01%

Capital Market Strategies LLC

4.24K

Jun 30, 25

-28

0.00%

First Horizon Advisors, Inc.

2.29K

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

310

Jun 30, 25

-190

0.00%

PrairieView Partners, LLC

200

Jun 30, 25

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

+13

0.00%

Orion Portfolio Solutions, LLC

442.54K

Mar 31, 25

-7.55K

0.41%

Callan Capital, LLC

155.58K

Mar 31, 25

-4.94K

0.14%

Wolf Group Capital Advisors

13.36K

Mar 31, 25

+1.89K

0.01%

Marcum Wealth, LLC

13.25K

Mar 31, 25

-429

0.01%

Horan Capital Advisors, LLC.

4.33K

Mar 31, 25

0.00%

Schechter Investment Advisors, LLC

2.04K

Mar 31, 25

-65

0.00%

Sandy Spring Bank

283

Mar 31, 25

-40

0.00%

CAROLINAS WEALTH CONSULTING LLC

180

Mar 31, 25

0.00%

WMS Partners, LLC

957.16K

Dec 31, 24

+64.61K

0.89%

Merriman Wealth Management, LLC

82.17K

Dec 31, 24

-1.37K

0.08%

Private Portfolio Partners LLC

3.04K

Dec 31, 24

+200

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-447

RAYMOND JAMES & ASSOCIATES

876.04K

Sep 30, 24

-16.88K

0.81%

Raymond James Financial Services Advisors, Inc.

290.20K

Sep 30, 24

+10.18K

0.27%

Source Financial Advisors LLC

48.64K

Sep 30, 24

-6.31K

0.05%

RAYMOND JAMES TRUST N.A.

25.49K

Sep 30, 24

-449

0.02%

Kowal Investment Group, LLC

6.00K

Sep 30, 24

+268

0.01%

Axiom Advisory, LLC

2.75K

Sep 30, 24

+25

0.00%

SINECERA CAPITAL, LLC

2.17K

Sep 30, 24

0.00%

BBJS FINANCIAL ADVISORS, LLC

360

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

ARVEST TRUST CO N A

55.58K

Jun 30, 24

-16.31K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

41.48K

Jun 30, 24

-586

0.04%

BlackRock Inc.

11.44K

Jun 30, 24

+11.44K

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.20K

Jun 30, 24

+3.20K

0.00%

ICA Group Wealth Management, LLC

215

Jun 30, 24

-7.92K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

+63

0.00%

Cetera Advisors LLC

651.74K

Mar 31, 24

-613.23K

0.60%

Lee Financial Group Hawaii, Inc.

129.67K

Mar 31, 24

+115.22K

0.12%

Cetera Advisor Networks LLC

100.29K

Mar 31, 24

-6.34K

0.09%

Manning & Napier Group, LLC

5.53K

Mar 31, 24

-57

0.01%

Crestone Asset Management LLC

4.03K

Mar 31, 24

+987

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

3.41K

Mar 31, 24

+3.41K

0.00%

Cutler Group LLC / CA

700

Mar 31, 24

+600

0.00%

Retirement Group, LLC

Mar 31, 24

-21

First Ascent Asset Management, LLC

194.56K

Dec 31, 23

+6.15K

0.18%

Bridgeworth, LLC

42.96K

Dec 31, 23

-1.79K

0.04%

Simplicity Solutions, LLC

3.38K

Dec 31, 23

-35

0.00%

KB FINANCIAL PARTNERS, LLC

718.61K

Sep 30, 23

-9.17K

0.67%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

35.34K

Sep 30, 23

-1.23K

0.03%

PATHSTONE FAMILY OFFICE, LLC

11.79K

Sep 30, 23

+11.79K

0.01%

ROPES WEALTH ADVISORS LLC

Sep 30, 23

-3.20K

LEO BROKERAGE, LLC

362.80K

Jun 30, 23

-5.20K

0.34%

Ten Capital Wealth Advisors, LLC

302.11K

Jun 30, 23

+3.71K

0.28%

First Command Bank

229.13K

Jun 30, 23

-110.93K

0.21%

First Command Financial Services, Inc.

229.13K

Jun 30, 23

-110.93K

0.21%

First Capital Advisors Group, LLC.

65.89K

Jun 30, 23

-768

0.06%

TimeScale Financial, Inc.

927

Jun 30, 23

+927

0.00%

BDO Wealth Advisors, LLC

194

Jun 30, 23

0.00%

Quantitative Advantage, LLC

215.78K

Mar 31, 23

-8.58K

0.20%

Catalyst Wealth Management, LLC

8.78K

Mar 31, 23

-1.08K

0.01%

ASSET MANAGEMENT CORP /IL/ /ADV

4.28K

Mar 31, 23

0.00%

Sanford Advisory Services, LLC

437.90K

Dec 31, 22

-55.56K

0.41%

CFO4Life, L.P.

40.18K

Dec 31, 22

+40.18K

0.04%

Laurel Wealth Advisors, Inc.

18.90K

Dec 31, 22

+715

0.02%

Gallagher Benefit Services, Inc.

13.69K

Dec 31, 22

+13.69K

0.01%

F3Logic, LLC

13.69K

Dec 31, 22

-1.77K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

1.38K

Dec 31, 22

-227

0.00%

Tillar-Wenstrup Advisors, LLC

Dec 31, 22

-117.79K

BALASA DINVERNO & FOLTZ LLC

332.98K

Sep 30, 22

-18.52K

0.31%

MILESTONE WEALTH, LLC

221.51K

Sep 30, 22

-7.23K

0.21%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

70.52K

Sep 30, 22

-14.46K

0.07%

55I, LLC

46.65K

Sep 30, 22

+10.69K

0.04%

Ashfield Capital Partners, LLC

34.05K

Sep 30, 22

-3.49K

0.03%

American Portfolios Advisors

29.54K

Sep 30, 22

+1.15K

0.03%

REGENTATLANTIC CAPITAL LLC

4.64K

Sep 30, 22

-118

0.00%

MUFG Americas Holdings Corp

2.30K

Sep 30, 22

+1.89K

0.00%

FourThought Financial, LLC

684

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

637

Sep 30, 22

+637

0.00%

Frontier Wealth Management LLC

4.79K

Jun 30, 22

0.00%

Lenox Wealth Advisors, LLC

77.36K

Mar 31, 22

+1.18K

0.07%

CAPITAL ONE FINANCIAL CORP

22.53K

Mar 31, 22

-82.95K

0.02%

Winfield Associates, Inc.

10.00K

Mar 31, 22

-160

0.01%

Meristem Family Wealth, LLC

4.13K

Mar 31, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Mar 31, 22

-3.29K

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-800

Carroll Financial Associates, Inc.

173.24K

Dec 31, 21

+17.77K

0.16%

NEXT Financial Group, Inc

13.47K

Dec 31, 21

+2.16K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

5.17K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Covenant Multifamily Offices, LLC

25.66K

Sep 30, 21

-215

0.02%

Hochman Cole Investment Advisors, Inc.

5.40K

Sep 30, 21

-1.44K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

3.85K

Sep 30, 21

+71

0.00%

BBVA USA

386

Sep 30, 21

0.00%

Allegiant Private Advisors, LLC

105.66K

Jun 30, 21

+23.12K

0.10%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

17.92K

Jun 30, 21

+1.05K

0.02%

USCA RIA LLC

13.99K

Jun 30, 21

-246

0.01%

Coe Capital Management, LLC

5.22K

Jun 30, 21

0.00%

Winslow, Evans & Crocker, Inc.

200

Dec 31, 20

0.00%

ETRADE Capital Management LLC

1.04M

Sep 30, 20

+223.86K

0.97%

Lucia Wealth Services, LLC

12.88K

Sep 30, 20

0.01%

First Allied Advisory Services, Inc.

9.10K

Sep 30, 20

+217

0.01%

BRINKER CAPITAL INC

22.93K

Jun 30, 20

+5.86K

0.02%

InterOcean Capital, LLC

3.63K

Jun 30, 20

+3.63K

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

-363

0.00%

Advisor Group, Inc.

307.14K

Dec 31, 19

-5.59K

0.28%

LADENBURG THALMANN FINANCIAL SERVICES INC.

235.83K

Dec 31, 19

+27.12K

0.22%

Sequoia Wealth Management, LLC

31.01K

Dec 31, 19

-23.76K

0.03%

CAPITAL ONE, NATIONAL ASSOCIATION

10.65K

Dec 31, 19

+10.65K

0.01%

CXI Advisors

805

Dec 31, 19

+805

0.00%

BB&T SECURITIES, LLC

734.68K

Sep 30, 19

+76.44K

0.68%

Flinton Capital Management LLC

182.92K

Sep 30, 19

+1.84K

0.17%

RIVERHEAD CAPITAL MANAGEMENT LLC

179.40K

Sep 30, 19

+1.89K

0.17%

Tyers Asset Management LLC

150.64K

Sep 30, 19

+1.51K

0.14%

Neuburgh Advisers LLC

118.36K

Sep 30, 19

+1.19K

0.11%

Meadow Creek Investment Management LLC

86.08K

Sep 30, 19

+864

0.08%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

50.16K

Sep 30, 19

+11.98K

0.05%

Guidant Wealth Advisors

13.64K

Sep 30, 19

+45

0.01%

Capital One Investing, Inc.

10.65K

Sep 30, 19

+10.65K

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

723

Sep 30, 19

-43

0.00%

BKS ADVISORS, LLC

65.94K

Mar 31, 19

-9.80K

0.06%

HL FINANCIAL SERVICES LLC

30.86K

Mar 31, 19

+2.74K

0.03%

Sterling Global Strategies LLC

Mar 31, 19

-853

Vestpro Financial Partners, Inc. dba CPF Texas

54.86K

Sep 30, 18

+1.77K

0.05%

Ken Stern & Associates, Inc.

23.93K

Sep 30, 18

0.02%

Simply Money Advisors

1.21M

Mar 31, 18

+107.78K

1.12%

Hefty Wealth Partners

78.33K

Mar 31, 18

+14.06K

0.07%

XML SECURITIES, LLC

52.90K

Mar 31, 18

+3.12K

0.05%

Oak Point Wealth Management

29.86K

Mar 31, 18

+11.50K

0.03%

BB&T INVESTMENT SERVICES, INC.

12.65K

Dec 31, 17

+2.97K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-9.39K

Commonwealth Equity Services, Inc

150.02K

Jun 30, 17

+65.97K

0.14%

Integrated Wealth Management

4.65K

Mar 31, 17

+4.65K

0.00%

MSI Financial Services Inc

27.43K

Dec 31, 16

+1.71K

0.03%

VSR Financial Services, Inc.

118.69K

Jun 30, 16

+89.03K

0.11%

Gupta Wealth Management LLC

Mar 31, 16

-32.33K