iShares Currency Hedged MSCI EAFE ETF(HEFA)

$47.27—

Chart

iShares Currency Hedged MSCI EAFE ETF(HEFA)

USBATS

$47.27—

Chart Studio

HEFA(HEFA)

HEFA

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

Institutional Ownership

Top 620 Institutional Holders

Holder	Shares	Date	Change	% Held
GOLDMAN SACHS GROUP INC	48.49M	Jun 30, 26	+401.54K	30.84%
COLDSTREAM CAPITAL MANAGEMENT INC	4.56M	Jun 30, 26	-1.37M	2.90%
ENVESTNET ASSET MANAGEMENT INC	4.41M	Jun 30, 26	-185.25K	2.80%
JPMORGAN CHASE & CO	4.31M	Jun 30, 26	+88.42K	2.74%
AMERIPRISE FINANCIAL INC	4.09M	Jun 30, 26	-182.23K	2.60%
MORGAN STANLEY	3.58M	Jun 30, 26	-197.41K	2.28%
Dynasty Wealth Management, LLC	3.56M	Jun 30, 26	+89.53K	2.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.53M	Jun 30, 26	+73.84K	2.24%
Quotient Wealth Partners, LLC	3.44M	Jun 30, 26	+71.83K	2.19%
LPL Financial LLC	3.43M	Jun 30, 26	-107.52K	2.18%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	3.42M	Jun 30, 26	-159.75K	2.17%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.13M	Jun 30, 26	-217.97K	1.99%
NorthRock Partners, LLC	2.84M	Jun 30, 26	-234.60K	1.81%
WELLS FARGO & COMPANY/MN	2.04M	Jun 30, 26	-3.85K	1.30%
NORTHERN TRUST CORP	2.01M	Jun 30, 26	+32.03K	1.28%
BANK OF AMERICA CORP /DE/	1.94M	Jun 30, 26	+248.94K	1.23%
Waverly Advisors, LLC	1.69M	Jun 30, 26	-232.75K	1.08%
Cetera Investment Advisers	1.53M	Jun 30, 26	+122.77K	0.97%
ADVISOR GROUP HOLDINGS, INC.	1.36M	Jun 30, 26	+111.36K	0.87%
PNC FINANCIAL SERVICES GROUP, INC.	1.09M	Jun 30, 26	+59.52K	0.70%
RAYMOND JAMES FINANCIAL INC	986.89K	Jun 30, 26	+49.28K	0.63%
Jordan Park Group LLC	980.90K	Jun 30, 26	-14.48K	0.62%
Private Advisor Group, LLC	965.34K	Jun 30, 26	+908.63K	0.61%
Verde Capital Management	881.45K	Jun 30, 26	+49.91K	0.56%
US BANCORP \DE\	779.57K	Jun 30, 26	-1.34K	0.50%
Blankinship & Foster, LLC	768.53K	Jun 30, 26	-20.57K	0.49%
Schoolcraft Capital LLC	698.85K	Jun 30, 26	+5.78K	0.44%
Cambridge Investment Research Advisors, Inc.	669.95K	Jun 30, 26	+24.13K	0.43%
Crumly & Associates Inc.	618.98K	Jun 30, 26	+2.32K	0.39%
UBS Group AG	551.36K	Jun 30, 26	+40.98K	0.35%
MML INVESTORS SERVICES, LLC	537.60K	Jun 30, 26	-598.02K	0.34%
ACT WEALTH MANAGEMENT, LLC	519.06K	Jun 30, 26	+1.37K	0.33%
BOKF, NA	477.45K	Jun 30, 26	-3.75K	0.30%
JONES FINANCIAL COMPANIES LLLP	421.12K	Jun 30, 26	+87.44K	0.27%
Tulsa Wealth Advisors, INC	415.31K	Jun 30, 26	-11.77K	0.26%
Odyssey Group, LLC	390.19K	Jun 30, 26	+390.19K	0.25%
Paradigm, Strategies in Wealth Management, LLC	380.96K	Jun 30, 26	-15.73K	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	358.52K	Jun 30, 26	-559	0.23%
Csenge Advisory Group	358.33K	Jun 30, 26	+4.70K	0.23%
Vista Private Wealth Partners. LLC	345.32K	Jun 30, 26	+12.39K	0.22%
WESCAP Management Group, Inc.	344.43K	Jun 30, 26	-5.89K	0.22%
Lighthouse Wealth Management Inc.	340.99K	Jun 30, 26	-3.56K	0.22%
ROYAL BANK OF CANADA	340.25K	Jun 30, 26	+6.49K	0.22%
PCA Investment Advisory Services Inc.	322.77K	Jun 30, 26	+26.82K	0.21%
Rockefeller Capital Management L.P.	303.42K	Jun 30, 26	+135.32K	0.19%
Vertex Planning Partners, LLC	301.85K	Jun 30, 26	+44.88K	0.19%
CX Institutional	274.28K	Jun 30, 26	+928	0.17%
Modern Wealth Management, LLC	271.87K	Jun 30, 26	-48.21K	0.17%
Cyr Financial Inc.	262.33K	Jun 30, 26	+13.91K	0.17%
Bank of New York Mellon Corp	253.78K	Jun 30, 26	-1.30K	0.16%
ARQ WEALTH ADVISORS, LLC	247.50K	Jun 30, 26	+97.64K	0.16%
Lido Advisors, LLC	241.40K	Jun 30, 26	-12.57K	0.15%
GREAT VALLEY ADVISOR GROUP, INC.	234.53K	Jun 30, 26	+13.98K	0.15%
Darrow Company, Inc.	231.15K	Jun 30, 26	+7.94K	0.15%
DEUTSCHE BANK AG\	225.00K	Jun 30, 26	-25.00K	0.14%
Cerity Partners LLC	223.91K	Jun 30, 26	+31.57K	0.14%
TRUIST FINANCIAL CORP	220.67K	Jun 30, 26	+53.70K	0.14%
Avidian Wealth Solutions, LLC	220.21K	Jun 30, 26	-1.30K	0.14%
Global Retirement Partners, LLC	215.14K	Jun 30, 26	+215.14K	0.14%
Weaver Capital Management LLC	212.57K	Jun 30, 26	--	0.14%
Prime Capital Investment Advisors, LLC	205.13K	Jun 30, 26	-106.69K	0.13%
Mariner, LLC	204.35K	Jun 30, 26	-677.06K	0.13%
NEPC LLC	204.18K	Jun 30, 26	-36.97K	0.13%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	204.10K	Jun 30, 26	-101.10K	0.13%
RFG Advisory, LLC	201.97K	Jun 30, 26	+13.48K	0.13%
Farther Finance Advisors, LLC	201.39K	Jun 30, 26	-6.17K	0.13%
Crescent Grove Advisors, LLC	198.85K	Jun 30, 26	-19.38K	0.13%
Pathstone Holdings, LLC	193.23K	Jun 30, 26	-77.66K	0.12%
BLAIR WILLIAM & CO/IL	190.40K	Jun 30, 26	-21.29K	0.12%
Bigelow Investment Advisors, LLC	170.96K	Jun 30, 26	+30.83K	0.11%
Burns Matteson Capital Management, LLC	169.00K	Jun 30, 26	+15.96K	0.11%
Strategic Financial Concepts, LLC	161.66K	Jun 30, 26	+82.06K	0.10%
Delta Wealth Advisors LLC	161.37K	Jun 30, 26	-586	0.10%
CITIGROUP INC	152.62K	Jun 30, 26	+10.10K	0.10%
Kestra Advisory Services, LLC	151.92K	Jun 30, 26	+5.59K	0.10%
Ifrah Financial Services, Inc.	142.84K	Jun 30, 26	-2.65K	0.09%
ADAMSBROWN WEALTH CONSULTANTS LLC	136.49K	Jun 30, 26	-4.08K	0.09%
Summit Asset Management, LLC	135.87K	Jun 30, 26	--	0.09%
MERCER GLOBAL ADVISORS INC /ADV	135.12K	Jun 30, 26	+38.85K	0.09%
IVC Wealth Advisors LLC	133.12K	Jun 30, 26	+4.13K	0.08%
FIRST INTERSTATE BANK	130.12K	Jun 30, 26	-7.42K	0.08%
STIFEL FINANCIAL CORP	128.43K	Jun 30, 26	+8.23K	0.08%
Carolina Wealth Management Inc	127.78K	Jun 30, 26	+127.78K	0.08%
Steward Partners Investment Advisory, LLC	121.93K	Jun 30, 26	-255	0.08%
Friedenthal Financial	120.14K	Jun 30, 26	+3.77K	0.08%
Geneos Wealth Management Inc.	118.28K	Jun 30, 26	-22.05K	0.08%
Precision Wealth Strategies, LLC	118.12K	Jun 30, 26	+2.15K	0.08%
Keystone Financial Group	117.31K	Jun 30, 26	-32.40K	0.07%
Cornerstone Planning Group LLC	114.21K	Jun 30, 26	+4.04K	0.07%
DecisionMap Wealth Management, LLC	114.01K	Jun 30, 26	+4.12K	0.07%
FIDUCIARY TRUST CO	112.70K	Jun 30, 26	--	0.07%
ROOF EIDAM & MAYCOCK/ADV	109.83K	Jun 30, 26	-5.15K	0.07%
EverSource Wealth Advisors, LLC	106.21K	Jun 30, 26	-11.93K	0.07%
CVFG LLC	102.85K	Jun 30, 26	+2.28K	0.07%
Capital Asset Advisory Services LLC	102.51K	Jun 30, 26	-890	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	102.51K	Jun 30, 26	+102.51K	0.07%
Sanctuary Advisors, LLC	102.03K	Jun 30, 26	-6.61K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	100.36K	Jun 30, 26	-56	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	100.16K	Jun 30, 26	-1.12K	0.06%
Mutual Advisors, LLC	97.47K	Jun 30, 26	+4.78K	0.06%
MATTERS CAPITAL LLC	96.27K	Jun 30, 26	--	0.06%
Integrated Wealth Concepts LLC	94.84K	Jun 30, 26	+66.72K	0.06%
ALLIANCEBERNSTEIN L.P.	93.84K	Jun 30, 26	-6.23K	0.06%
Cypress Capital, LLC	93.51K	Jun 30, 26	-693	0.06%
Ashton Thomas Private Wealth, LLC	93.50K	Jun 30, 26	+14.86K	0.06%
Sigma Planning Corp	92.72K	Jun 30, 26	+4.92K	0.06%
TritonPoint Partners, LLC	90.58K	Jun 30, 26	+4.91K	0.06%
Capital Investment Advisory Services, LLC	89.19K	Jun 30, 26	-8.13K	0.06%
FLOW TRADERS U.S. LLC	86.43K	Jun 30, 26	-898.07K	0.05%
Traveka Wealth, LLC	85.67K	Jun 30, 26	-4.48K	0.05%
Mount Yale Investment Advisors, LLC	85.42K	Jun 30, 26	-438.62K	0.05%
Vestmark Advisory Solutions, Inc.	83.71K	Jun 30, 26	-435.10K	0.05%
Concurrent Investment Advisors, LLC	81.27K	Jun 30, 26	+1.94K	0.05%
Savvy Advisors, Inc.	81.22K	Jun 30, 26	+14.79K	0.05%
IHT Wealth Management, LLC	80.80K	Jun 30, 26	+1.52K	0.05%
Beacon Pointe Advisors, LLC	80.48K	Jun 30, 26	+878	0.05%
Janney Montgomery Scott LLC	80.28K	Jun 30, 26	+2.33K	0.05%
Kingsview Wealth Management, LLC	79.88K	Jun 30, 26	+3.60K	0.05%
MAI Capital Management	78.35K	Jun 30, 26	-879	0.05%
FLAGSHIP HARBOR ADVISORS, LLC	74.66K	Jun 30, 26	+36.01K	0.05%
HARBOUR INVESTMENTS, INC.	67.15K	Jun 30, 26	-1.42K	0.04%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	66.59K	Jun 30, 26	-659	0.04%
AdvisorNet Financial, Inc	66.01K	Jun 30, 26	-2.53K	0.04%
Summit Financial, LLC	65.94K	Jun 30, 26	+18.06K	0.04%
FMR LLC	65.92K	Jun 30, 26	+1.63K	0.04%
PARK AVENUE SECURITIES LLC	65.03K	Jun 30, 26	+3.68K	0.04%
HighTower Advisors, LLC	63.49K	Jun 30, 26	-1.09K	0.04%
SUMMITPOINT CAPITAL MANAGEMENT	62.91K	Jun 30, 26	-7.72K	0.04%
Wealthcare Advisory Partners LLC	62.48K	Jun 30, 26	-1.97K	0.04%
Regal Investment Advisors LLC	60.54K	Jun 30, 26	+1.23K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	60.28K	Jun 30, 26	-1.90K	0.04%
Prasad Wealth Partners, LLC	60.14K	Jun 30, 26	-381.24K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	59.55K	Jun 30, 26	+2.23K	0.04%
Future Financial Wealth Managment LLC	59.09K	Jun 30, 26	-3.56K	0.04%
Shepherd Street Advisors LLC	59.07K	Jun 30, 26	+854	0.04%
Wealth Preservation Advisors, LLC	57.27K	Jun 30, 26	+24.00K	0.04%
Apella Capital, LLC	56.08K	Jun 30, 26	-941	0.04%
Advisory Services Network, LLC	53.74K	Jun 30, 26	+3.28K	0.03%
Ameritas Advisory Services, LLC	53.26K	Jun 30, 26	+33.13K	0.03%
ABSOLUTE CAPITAL MANAGEMENT, LLC	50.51K	Jun 30, 26	-1.93K	0.03%
Signal Advisors Wealth, LLC	49.57K	Jun 30, 26	+1.45K	0.03%
Foundations Investment Advisors, LLC	48.74K	Jun 30, 26	-5.62K	0.03%
Grove Bank & Trust	47.50K	Jun 30, 26	--	0.03%
TRUE Private Wealth Advisors	46.94K	Jun 30, 26	-11.60K	0.03%
Valmark Advisers, Inc.	46.82K	Jun 30, 26	-2.91K	0.03%
JANE STREET GROUP, LLC	45.69K	Jun 30, 26	+45.69K	0.03%
Cornerstone Wealth Management, LLC	44.77K	Jun 30, 26	-1.70K	0.03%
BOK Financial Private Wealth, Inc.	43.94K	Jun 30, 26	-195	0.03%
Aaron Wealth Advisors LLC	43.50K	Jun 30, 26	--	0.03%
Perigon Wealth Management, LLC	42.03K	Jun 30, 26	+19.45K	0.03%
CITIZENS FINANCIAL GROUP INC/RI	41.97K	Jun 30, 26	-1.43K	0.03%
Disciplined Investors, L.L.C.	40.98K	Jun 30, 26	+809	0.03%
Gladstone Institutional Advisory LLC	40.42K	Jun 30, 26	+9.43K	0.03%
VERITY Wealth Advisors	40.00K	Jun 30, 26	--	0.03%
FLAGSTAR ADVISORS INC.	39.82K	Jun 30, 26	+3.39K	0.03%
Nova Wealth Management, Inc.	38.42K	Jun 30, 26	+3.96K	0.02%
WEDBUSH SECURITIES INC	38.09K	Jun 30, 26	+9.75K	0.02%
Prospera Financial Services Inc	37.66K	Jun 30, 26	+5.20K	0.02%
Valeo Financial Advisors, LLC	37.43K	Jun 30, 26	+575	0.02%
Dynamic Advisor Solutions LLC	37.17K	Jun 30, 26	--	0.02%
OVERSEA-CHINESE BANKING Corp Ltd	36.09K	Jun 30, 26	-1.65K	0.02%
Equitable Holdings, Inc.	36.06K	Jun 30, 26	+9.77K	0.02%
NATIONAL BANK OF CANADA /FI/	35.72K	Jun 30, 26	+1.04K	0.02%
Hirtle Callaghan & Co LLC	35.63K	Jun 30, 26	+11.43K	0.02%
Firestone Capital Management	35.02K	Jun 30, 26	--	0.02%
MRWM Advisors, LLC	34.97K	Jun 30, 26	-812	0.02%
Federation des caisses Desjardins du Quebec	34.53K	Jun 30, 26	--	0.02%
CITADEL ADVISORS LLC	33.85K	Jun 30, 26	-32.03K	0.02%
NewEdge Advisors, LLC	32.55K	Jun 30, 26	-1.65K	0.02%
Trinity Wealth Management, LLC	31.73K	Jun 30, 26	+135	0.02%
LIBERTY WEALTH MANAGEMENT LLC	31.52K	Jun 30, 26	--	0.02%
Osprey Private Wealth LLC	30.65K	Jun 30, 26	-50	0.02%
SRS Capital Advisors, Inc.	29.96K	Jun 30, 26	+13.15K	0.02%
Apollon Wealth Management, LLC	29.50K	Jun 30, 26	-605	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	28.47K	Jun 30, 26	+154	0.02%
Brookstone Capital Management	28.46K	Jun 30, 26	+5.15K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	28.32K	Jun 30, 26	+364	0.02%
Merit Financial Group, LLC	28.06K	Jun 30, 26	-7.49K	0.02%
DIMENSION CAPITAL MANAGEMENT LLC	28.02K	Jun 30, 26	--	0.02%
Immaculate Wealth Management LLC	27.84K	Jun 30, 26	+522	0.02%
PRINCIPAL SECURITIES, INC.	27.14K	Jun 30, 26	+1.43K	0.02%
BURKETT FINANCIAL SERVICES, LLC	25.81K	Jun 30, 26	-705	0.02%
Dorsey & Whitney Trust CO LLC	25.32K	Jun 30, 26	-2.50K	0.02%
Cedar Wealth Management, LLC	24.81K	Jun 30, 26	--	0.02%
Hobbs Group Advisors, LLC	23.95K	Jun 30, 26	--	0.02%
FIFTH THIRD SECURITIES, INC.	23.56K	Jun 30, 26	+6.00K	0.01%
FIFTH THIRD BANCORP	23.47K	Jun 30, 26	-1.66K	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	23.34K	Jun 30, 26	+2.67K	0.01%
Clearstead Advisors, LLC	22.96K	Jun 30, 26	-6.00K	0.01%
Kestra Investment Management, LLC	22.35K	Jun 30, 26	+1.86K	0.01%
LexAurum Advisors, LLC	22.14K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	21.92K	Jun 30, 26	-3.57K	0.01%
Envestnet Portfolio Solutions, Inc.	21.75K	Jun 30, 26	+15.82K	0.01%
IFP Advisors, Inc	21.23K	Jun 30, 26	+536	0.01%
Pensionmark Financial Group, LLC	21.00K	Jun 30, 26	-7	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	20.88K	Jun 30, 26	-4.08K	0.01%
NATIXIS ADVISORS, L.P.	20.41K	Jun 30, 26	+4.71K	0.01%
PFG Advisors	20.34K	Jun 30, 26	+8.11K	0.01%
MA Private Wealth	20.27K	Jun 30, 26	-893	0.01%
Fortis Group Advisors, LLC	20.07K	Jun 30, 26	+20.07K	0.01%
CreativeOne Wealth, LLC	19.82K	Jun 30, 26	-16.87K	0.01%
Vise Technologies, Inc.	19.59K	Jun 30, 26	+11.36K	0.01%
OneAscent Wealth Management LLC	19.45K	Jun 30, 26	+1.22K	0.01%
AE Wealth Management LLC	19.35K	Jun 30, 26	+3.62K	0.01%
Summit Investment Advisory Services, LLC	18.98K	Jun 30, 26	-1.05K	0.01%
Resources Investment Advisors, LLC.	18.79K	Jun 30, 26	-2.44K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	18.45K	Jun 30, 26	-1.02K	0.01%
ROMAN BUTLER FULLERTON & CO	18.42K	Jun 30, 26	+18.42K	0.01%
Meridian Wealth Advisors, LLC	18.22K	Jun 30, 26	+996	0.01%
Berkeley, Inc	17.82K	Jun 30, 26	--	0.01%
Creative Planning	17.46K	Jun 30, 26	-2.25K	0.01%
MTM FINANCIAL GROUP, LLC	17.43K	Jun 30, 26	-75	0.01%
Arkadios Wealth Advisors	17.37K	Jun 30, 26	+341	0.01%
Meridian Wealth Management, LLC	17.31K	Jun 30, 26	-1.60K	0.01%
BENJAMIN EDWARDS INC	17.30K	Jun 30, 26	-1.89K	0.01%
Redwood Financial Network Corp	17.25K	Jun 30, 26	+5.11K	0.01%
GLENMEDE TRUST CO NA	17.15K	Jun 30, 26	--	0.01%
71 West Capital Partners	17.02K	Jun 30, 26	--	0.01%
ProVise Management Group, LLC	16.64K	Jun 30, 26	+408	0.01%
DAVENPORT & Co LLC	16.45K	Jun 30, 26	+637	0.01%
CI Private Wealth, LLC	16.32K	Jun 30, 26	-11.19K	0.01%
Choate Investment Advisors	16.24K	Jun 30, 26	-5.81K	0.01%
Parallel Advisors, LLC	16.12K	Jun 30, 26	+3.62K	0.01%
Detalus Advisors, LLC	15.94K	Jun 30, 26	-97	0.01%
FIRST CITIZENS BANK & TRUST CO	15.89K	Jun 30, 26	-2.46K	0.01%
M Wealth Management, LLC	15.80K	Jun 30, 26	--	0.01%
Provident Living Financial Services, Inc.	15.19K	Jun 30, 26	--	0.01%
Wellington Grp LLC	15.11K	Jun 30, 26	--	0.01%
Aspen Grove Capital, LLC	15.03K	Jun 30, 26	--	0.01%
TCG Advisory Services, LLC	14.79K	Jun 30, 26	+14.79K	0.01%
Clark Capital Management Group, Inc.	14.70K	Jun 30, 26	--	0.01%
VisionPoint Advisory Group, LLC	14.58K	Jun 30, 26	-1.60K	0.01%
HEADINVEST, LLC	14.58K	Jun 30, 26	--	0.01%
Sowell Financial Services LLC	14.53K	Jun 30, 26	-2.20K	0.01%
Sage Mountain Advisors LLC	14.53K	Jun 30, 26	-2.83K	0.01%
Wedmont Private Capital	14.52K	Jun 30, 26	+14.52K	0.01%
Strategic Blueprint, LLC	14.50K	Jun 30, 26	-570	0.01%
Icon Wealth Advisors, LLC	14.30K	Jun 30, 26	--	0.01%
5T Wealth, LLC	14.28K	Jun 30, 26	+899	0.01%
AQR CAPITAL MANAGEMENT LLC	14.13K	Jun 30, 26	-2.01K	0.01%
MOR Wealth Management, LLC	13.86K	Jun 30, 26	--	0.01%
Mach-1 Financial Group, LLC	13.15K	Jun 30, 26	+1.17K	0.01%
Wealthfront Advisers LLC	12.76K	Jun 30, 26	-825	0.01%
Cranbrook Wealth Management, LLC	12.57K	Jun 30, 26	--	0.01%
FIRST AMERICAN TRUST, FSB	12.51K	Jun 30, 26	-248	0.01%
Canopy Partners, LLC	11.97K	Jun 30, 26	--	0.01%
CARDIFF PARK ADVISORS, LLC	11.58K	Jun 30, 26	--	0.01%
TRITONPOINT WEALTH, LLC	11.52K	Jun 30, 26	+1.06K	0.01%
Daviman Financial, LLC	11.51K	Jun 30, 26	-13	0.01%
REGIONS FINANCIAL CORP	11.35K	Jun 30, 26	+3.45K	0.01%
Western Wealth Management, LLC	10.67K	Jun 30, 26	+642	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	10.58K	Jun 30, 26	+3.12K	0.01%
Diversify Advisory Services, LLC	10.58K	Jun 30, 26	+10.58K	0.01%
PAX Financial Group, LLC	10.56K	Jun 30, 26	+1.21K	0.01%
Clear Creek Financial Management, LLC	10.48K	Jun 30, 26	-49	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10.10K	Jun 30, 26	--	0.01%
Pinnacle Financial Partners, Inc.	10.04K	Jun 30, 26	--	0.01%
Savant Capital, LLC	9.97K	Jun 30, 26	-1.32K	0.01%
Stone Point Wealth LLC	9.94K	Jun 30, 26	-748	0.01%
B. Riley Wealth Advisors, Inc.	9.72K	Jun 30, 26	--	0.01%
One Wealth Advisors, LLC	9.71K	Jun 30, 26	-1.43K	0.01%
Chicago Partners Investment Group LLC	9.71K	Jun 30, 26	+2.37K	0.01%
MISSION WEALTH MANAGEMENT, LP	9.69K	Jun 30, 26	--	0.01%
Legacy Advisors, LLC	9.65K	Jun 30, 26	+9.65K	0.01%
Spectrum Planning & Advisory Services Inc.	9.62K	Jun 30, 26	-4.92K	0.01%
Cannon Wealth Management Services, LLC	9.50K	Jun 30, 26	-57	0.01%
Milestone Asset Management Group, LLC	9.17K	Jun 30, 26	--	0.01%
Merkkuri Wealth Advisors LLC	9.17K	Jun 30, 26	-2.99K	0.01%
HIGHLAND CAPITAL MANAGEMENT, LLC	9.13K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	9.03K	Jun 30, 26	+7.13K	0.01%
Advyzon Investment Management, LLC	9.01K	Jun 30, 26	-92.32K	0.01%
HB Wealth Management, LLC	8.99K	Jun 30, 26	+41	0.01%
CENTAURUS FINANCIAL, INC.	8.91K	Jun 30, 26	-16.25K	0.01%
CYPRESS FINANCIAL PLANNING LLC	8.89K	Jun 30, 26	-43	0.01%
Catalytic Wealth RIA, LLC	8.72K	Jun 30, 26	-179	0.01%
IFG Advisory, LLC	8.70K	Jun 30, 26	+8.70K	0.01%
Capital Advisors, Ltd. LLC	8.57K	Jun 30, 26	-446	0.01%
Evanson Financial, LLC	8.52K	Jun 30, 26	+8.52K	0.01%
JPL Wealth Management, LLC	8.42K	Jun 30, 26	--	0.01%
Rubicon Advisors, GP	8.42K	Jun 30, 26	+8.42K	0.01%
MGO ONE SEVEN LLC	8.27K	Jun 30, 26	-126	0.01%
Keebeck Wealth Management, LLC	8.26K	Jun 30, 26	--	0.01%
Chesley Taft & Associates LLC	8.21K	Jun 30, 26	--	0.01%
McKinley Carter Wealth Services, Inc.	8.19K	Jun 30, 26	-541	0.01%
Integrity Advisory Solutions, LLC	8.15K	Jun 30, 26	-342	0.01%
Heritage Wealth Advisors	8.10K	Jun 30, 26	+8.10K	0.01%
Clearwater Capital Advisors, LLC	8.07K	Jun 30, 26	--	0.01%
SAGESPRING WEALTH PARTNERS, LLC	8.03K	Jun 30, 26	+1.47K	0.01%
Glass Jacobson Investment Advisors llc	7.98K	Jun 30, 26	-968	0.01%
Maltin Wealth Management, Inc.	7.88K	Jun 30, 26	-264	0.01%
Ascent Group, LLC	7.58K	Jun 30, 26	-300	0.00%
SIMA Wealth Partners, LLC	7.48K	Jun 30, 26	--	0.00%
Quantinno Capital Management LP	7.40K	Jun 30, 26	-488	0.00%
Allworth Financial LP	7.35K	Jun 30, 26	+5.52K	0.00%
BURKE & HERBERT BANK & TRUST CO	7.14K	Jun 30, 26	+7.14K	0.00%
TWO SIGMA SECURITIES, LLC	6.96K	Jun 30, 26	+6.96K	0.00%
Betterment LLC	6.95K	Jun 30, 26	+1.88K	0.00%
Richardson Capital Management LLC	6.90K	Jun 30, 26	-278	0.00%
SMART Wealth LLC	6.89K	Jun 30, 26	-727	0.00%
Clarity Retirement & Wealth, LLC	6.87K	Jun 30, 26	-112.87K	0.00%
ARWA LLC	6.82K	Jun 30, 26	-854	0.00%
PUREfi Wealth, LLC	6.80K	Jun 30, 26	-234	0.00%
City State Bank	6.55K	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	6.48K	Jun 30, 26	+1.16K	0.00%
Guardian Capital, LLC	6.43K	Jun 30, 26	-775	0.00%
Modera Wealth Management, LLC	6.43K	Jun 30, 26	-12	0.00%
Affinity Capital Advisors, LLC	6.37K	Jun 30, 26	-761	0.00%
Fortress Wealth Group, LLC	6.34K	Jun 30, 26	+6.34K	0.00%
FIDUCIARY FINANCIAL ADVISORS	6.32K	Jun 30, 26	+6.32K	0.00%
Atomi Financial Group, Inc.	6.19K	Jun 30, 26	-3.80K	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	5.95K	Jun 30, 26	-10.40K	0.00%
DAYMARK WEALTH PARTNERS, LLC	5.90K	Jun 30, 26	--	0.00%
Redhawk Wealth Advisors, Inc.	5.82K	Jun 30, 26	-1.06K	0.00%
Ameritas Investment Partners, Inc.	5.77K	Jun 30, 26	--	0.00%
Glenview Trust Co	5.77K	Jun 30, 26	--	0.00%
Southland Equity Partners LLC	5.74K	Jun 30, 26	+5.74K	0.00%
Demars Financial Group, LLC	5.73K	Jun 30, 26	--	0.00%
Curtis Advisory Group, LLC	5.73K	Jun 30, 26	-43	0.00%
Adviser Investments LLC	5.69K	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5.62K	Jun 30, 26	-1.85K	0.00%
COMMERCE BANK	5.61K	Jun 30, 26	--	0.00%
LAUREL OAK WEALTH MANAGEMENT, LLC	5.42K	Jun 30, 26	--	0.00%
PATTON ALBERTSON MILLER GROUP, LLC	5.38K	Jun 30, 26	--	0.00%
CLIENT 1ST ADVISORY GROUP, LLC	5.38K	Jun 30, 26	-51	0.00%
MOODY LYNN & LIEBERSON, LLC	5.30K	Jun 30, 26	--	0.00%
Paladin Advisory Group, LLC	5.18K	Jun 30, 26	--	0.00%
LongView Wealth Management	5.18K	Jun 30, 26	--	0.00%
Buckingham Strategic Partners	5.17K	Jun 30, 26	-417	0.00%
OPPENHEIMER & CO INC	5.09K	Jun 30, 26	-15	0.00%
ASSETMARK, INC	5.04K	Jun 30, 26	-5.52K	0.00%
OneAscent Family Office, LLC	5.03K	Jun 30, 26	+155	0.00%
Journey Advisory Group, LLC	5.01K	Jun 30, 26	+5.01K	0.00%
Vanguard National Trust Co	4.96K	Jun 30, 26	-433	0.00%
QRG CAPITAL MANAGEMENT, INC.	4.93K	Jun 30, 26	+4.93K	0.00%
CAPTRUST FINANCIAL ADVISORS	4.92K	Jun 30, 26	-373	0.00%
FINANCIAL LIFE ADVISORS	4.90K	Jun 30, 26	-3.76K	0.00%
Hamilton Wealth, LLC	4.89K	Jun 30, 26	--	0.00%
Nuveen, LLC	4.84K	Jun 30, 26	+4.84K	0.00%
HighPoint Advisor Group LLC	4.83K	Jun 30, 26	+4.83K	0.00%
Sharkey, Howes & Javer	4.83K	Jun 30, 26	-31	0.00%
Golden State Wealth Management, LLC	4.77K	Jun 30, 26	-790	0.00%
Tortoise Investment Management, LLC	4.77K	Jun 30, 26	--	0.00%
Trek Financial, LLC	4.72K	Jun 30, 26	+4.72K	0.00%
Legacy Edge Advisors, LLC	4.70K	Jun 30, 26	+4.70K	0.00%
Mengis Capital Management, Inc.	4.70K	Jun 30, 26	+4.70K	0.00%
AMG National Trust Bank	4.68K	Jun 30, 26	+4.68K	0.00%
Colonial Trust Advisors	4.65K	Jun 30, 26	-150	0.00%
Capital Square, LLC	4.65K	Jun 30, 26	+67	0.00%
Carroll Advisory Group, LLC	4.63K	Jun 30, 26	+4.63K	0.00%
EP Wealth Advisors, LLC	4.59K	Jun 30, 26	+4.59K	0.00%
West Wealth Group, LLC	4.58K	Jun 30, 26	+4.58K	0.00%
Yukon Wealth Management, Inc.	4.55K	Jun 30, 26	-1.22K	0.00%
Y-Intercept (Hong Kong) Ltd	4.53K	Jun 30, 26	+4.53K	0.00%
Sequoia Financial Advisors, LLC	4.48K	Jun 30, 26	-11.43K	0.00%
WHITE PINE CAPITAL LLC	4.45K	Jun 30, 26	+4.45K	0.00%
Van Hulzen Asset Management, LLC	4.40K	Jun 30, 26	+4.40K	0.00%
INSIGNEO ADVISORY SERVICES, LLC	4.38K	Jun 30, 26	+4.38K	0.00%
BCGM Wealth Management, LLC	4.37K	Jun 30, 26	+4.37K	0.00%
Fidelis Capital Partners, LLC	4.31K	Jun 30, 26	+4.31K	0.00%
SIERRA OCEAN, LLC	4.29K	Jun 30, 26	+4.29K	0.00%
NWAM LLC	4.29K	Jun 30, 26	-3.79K	0.00%
Retirement Wealth Solutions LLC	4.22K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	3.98K	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	3.98K	Jun 30, 26	-442	0.00%
Smartleaf Asset Management LLC	3.86K	Jun 30, 26	--	0.00%
Park Square Financial Group, LLC	3.72K	Jun 30, 26	-1.20K	0.00%
Spire Wealth Management	3.65K	Jun 30, 26	-2.21K	0.00%
CoreCap Advisors, LLC	3.23K	Jun 30, 26	-653	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	3.12K	Jun 30, 26	-5.88K	0.00%
WHITTIER TRUST CO	3.10K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	3.08K	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	2.52K	Jun 30, 26	+1.29K	0.00%
Capital Analysts, LLC	2.28K	Jun 30, 26	+886	0.00%
Manchester Capital Management LLC	2.28K	Jun 30, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	1.86K	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	1.82K	Jun 30, 26	+1.82K	0.00%
Portfolio Resources Advisor Group, Inc.	1.81K	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	1.70K	Jun 30, 26	-1.09K	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	1.66K	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	1.50K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	1.24K	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.13K	Jun 30, 26	+1.13K	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.06K	Jun 30, 26	+331	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.03K	Jun 30, 26	--	0.00%
Mosley Wealth Management	979	Jun 30, 26	-4.78K	0.00%
Synergy Investment Management, LLC	948	Jun 30, 26	+322	0.00%
Colonial Trust Co / SC	895	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	881	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	860	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	848	Jun 30, 26	-338	0.00%
Beaird Harris Wealth Management, LLC	837	Jun 30, 26	--	0.00%
Elequin Securities, LLC	795	Jun 30, 26	+795	0.00%
Noble Wealth Management PBC	750	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	707	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	665	Jun 30, 26	-5	0.00%
VANGUARD ADVISERS INC	663	Jun 30, 26	+66	0.00%
Ameliora Wealth Management Ltd.	645	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	599	Jun 30, 26	+599	0.00%
YANKCOM Partnership	580	Jun 30, 26	--	0.00%
Clark Wealth Partners	524	Jun 30, 26	-125	0.00%
Vision Retirement, LLC	515	Jun 30, 26	-237	0.00%
INVESTMENT COUNSEL CO OF NEVADA	488	Jun 30, 26	--	0.00%
Stone House Investment Management, LLC	467	Jun 30, 26	-1.11K	0.00%
Coastal Investment Advisors, Inc.	458	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	427	Jun 30, 26	-14	0.00%
Bogart Wealth, LLC	385	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	300	Jun 30, 26	--	0.00%
Collier Financial	298	Jun 30, 26	--	0.00%
JDM Financial Group LLC	296	Jun 30, 26	--	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	286	Jun 30, 26	--	0.00%
Capital Advisor Network LLC	255	Jun 30, 26	-24	0.00%
Godfrey Financial Associates, Inc.	253	Jun 30, 26	--	0.00%
Sunrise Financial Services, LLC	245	Jun 30, 26	--	0.00%
Game Plan Financial Advisors, LLC	220	Jun 30, 26	+220	0.00%
AlphaCore Capital LLC	203	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	197	Jun 30, 26	-313	0.00%
WOLFF WIESE MAGANA LLC	192	Jun 30, 26	--	0.00%
Larson Financial Group LLC	182	Jun 30, 26	--	0.00%
Smithfield Trust Co	176	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	169	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	163	Jun 30, 26	+163	0.00%
SOFI WEALTH, LLC	155	Jun 30, 26	-82	0.00%
COUNTRY TRUST BANK	143	Jun 30, 26	+143	0.00%
Lloyd Advisory Services, LLC.	137	Jun 30, 26	+137	0.00%
Tradewinds Capital Management, LLC	126	Jun 30, 26	+126	0.00%
Networth Advisors, LLC	97	Jun 30, 26	-17	0.00%
NorthAvenue LLC	97	Jun 30, 26	--	0.00%
Asset Dedication, LLC	97	Jun 30, 26	--	0.00%
Tidemark, LLC	86	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	83	Jun 30, 26	--	0.00%
Spectrum Wealth Advisory Group, LLC	77	Jun 30, 26	+77	0.00%
BRYN MAWR TRUST Co	61	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	57	Jun 30, 26	+57	0.00%
Crewe Advisors LLC	53	Jun 30, 26	--	0.00%
NORTHSTAR ASSET MANAGEMENT LLC	50	Jun 30, 26	+50	0.00%
Trust Co	48	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	47	Jun 30, 26	-3.45K	0.00%
Financial Management Professionals, Inc.	45	Jun 30, 26	+45	0.00%
Rossby Financial, LCC	44	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	41	Jun 30, 26	-91	0.00%
Raleigh Capital Management Inc.	34	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	32	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	28	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	26	Jun 30, 26	+26	0.00%
Continuum Advisory, LLC	22	Jun 30, 26	+22	0.00%
Commonwealth Retirement Investments LLC	20	Jun 30, 26	+20	0.00%
EPG Wealth Management LLC	17	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	16	Jun 30, 26	+16	0.00%
Provident Wealth Management, LLC	12	Jun 30, 26	--	0.00%
OpenArc Corporate Advisory, LLC	--	Jun 30, 26	-7.08K	--
Independent Advisor Alliance	--	Jun 30, 26	-237.81K	--
OPTIMA CAPITAL LLC	--	Jun 30, 26	-5.29K	--
Root Financial Partners, LLC	--	Jun 30, 26	-31	--
Scarborough Advisors, LLC	--	Jun 30, 26	-538	--
Golden State Equity Partners	--	Jun 30, 26	-49.44K	--
National Wealth Management Group, LLC	--	Jun 30, 26	-6.28K	--
Turning Point Benefit Group, Inc.	--	Jun 30, 26	-10.77K	--
Kovack Advisors, Inc.	--	Jun 30, 26	-5.38K	--
Triumph Capital Management	--	Jun 30, 26	-1.24K	--
RAM Investment Partners, LLC	--	Jun 30, 26	-6.27K	--
WFA of San Diego, LLC	--	Jun 30, 26	-19	--
SHP Wealth Management	--	Jun 30, 26	-6.73K	--
PERSPECTIVE WEALTH ADVISORS LLC	--	Jun 30, 26	-261.82K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-23	--
Sound Income Strategies, LLC	--	Jun 30, 26	-409	--
Quadrature Capital Ltd	--	Jun 30, 26	-35.91K	--
BCR Wealth Strategies, LLC	--	Jun 30, 26	-26.75K	--
Interchange Capital Partners, LLC	--	Jun 30, 26	-12.74K	--
Team Financial Group, LLC	--	Jun 30, 26	-223	--
LVW Advisors, LLC	--	Jun 30, 26	-6.32K	--
WIN ADVISORS, INC	--	Jun 30, 26	-40.24K	--
Vermillion & White Wealth Management Group, LLC	--	Jun 30, 26	-153.47K	--
Birchwood Financial Partners, Inc.	--	Jun 30, 26	-71	--
Concorde Asset Management, LLC	--	Jun 30, 26	-13.94K	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-453	--
CWM, LLC	30.16K	Mar 31, 26	-5.22K	0.02%
Evanson Asset Management, LLC	8.52K	Mar 31, 26	--	0.01%
Leo Wealth, LLC	8.27K	Mar 31, 26	--	0.01%
Skopos Labs, Inc.	5.51K	Mar 31, 26	+5.51K	0.00%
U.S. Capital Wealth Advisors, LLC	5.04K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	1.56K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1.21K	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	612	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	389	Mar 31, 26	--	0.00%
Jackson Hole Capital Partners, LLC	180	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	57	Mar 31, 26	--	0.00%
COMERICA BANK	25.23K	Dec 31, 25	-8.68K	0.02%
ROVIN CAPITAL /UT/ /ADV	16.44K	Dec 31, 25	+376	0.01%
VANGUARD GROUP INC	5.98K	Dec 31, 25	--	0.00%
Austin Private Wealth, LLC	4.90K	Dec 31, 25	+4.90K	0.00%
CIBC Private Wealth Group, LLC	1.45K	Dec 31, 25	+500	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-925	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.13K	--
Gitterman Wealth Management, LLC	442.65K	Sep 30, 25	+1.47K	0.28%
Financial Advisors, LLC	74.22K	Sep 30, 25	--	0.05%
D. SCOTT NEAL, INC.	31.36K	Sep 30, 25	+532	0.02%
Kathleen S. Wright Associates Inc.	26.88K	Sep 30, 25	+29	0.02%
Glenmede Investment Management, LP	16.27K	Sep 30, 25	+7.00K	0.01%
SYNOVUS FINANCIAL CORP	12.64K	Sep 30, 25	--	0.01%
Certus Wealth Management, LLC	12.28K	Sep 30, 25	+2.39K	0.01%
GRIES FINANCIAL LLC	8.81K	Sep 30, 25	-2.35K	0.01%
WETHERBY ASSET MANAGEMENT INC	7.83K	Sep 30, 25	+50	0.00%
Hemington Wealth Management	500	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	22	Sep 30, 25	+22	0.00%
Lowe Wealth Advisors, LLC	11	Sep 30, 25	+11	0.00%
Copperleaf Capital, LLC	--	Sep 30, 25	-21.21K	--
AVANTAX ADVISORY SERVICES, INC.	467.36K	Jun 30, 25	-137.42K	0.30%
Exchange Capital Management, Inc.	325.52K	Jun 30, 25	+16.36K	0.21%
Atria Wealth Solutions, Inc.	140.40K	Jun 30, 25	-158.63K	0.09%
Congress Wealth Management LLC / DE /	45.79K	Jun 30, 25	+6.21K	0.03%
FORTE CAPITAL LLC /ADV	20.81K	Jun 30, 25	+1.20K	0.01%
First Horizon Advisors, Inc.	4.59K	Jun 30, 25	-44.70K	0.00%
Capital A Wealth Management, LLC	2.67K	Jun 30, 25	+2.07K	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.99K	Jun 30, 25	+1.99K	0.00%
Semmax Financial Advisors Inc.	--	Jun 30, 25	-4.29K	--
My Legacy Advisors, LLC	--	Jun 30, 25	-16.38K	--
Spectrum Wealth Counsel, LLC	86.66K	Mar 31, 25	+83.96K	0.06%
Orion Portfolio Solutions, LLC	84.80K	Mar 31, 25	+70.30K	0.05%
Schechter Investment Advisors, LLC	5.89K	Mar 31, 25	+5.89K	0.00%
Sandy Spring Bank	1.24K	Mar 31, 25	--	0.00%
Peninsula Wealth, LLC	29.24K	Dec 31, 24	-72.47K	0.02%
Geller Advisors LLC	18.19K	Dec 31, 24	-167	0.01%
WR Wealth Planners, LLC	2.27K	Dec 31, 24	-4.18K	0.00%
Zions Bancorporation, N.A.	1.86K	Dec 31, 24	--	0.00%
CRITERION CAPITAL ADVISORS, LLC	1.73K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	626.73K	Sep 30, 24	+232.91K	0.40%
RAYMOND JAMES & ASSOCIATES	507.37K	Sep 30, 24	+5.43K	0.32%
Wealthgate Family Office, LLC	56.29K	Sep 30, 24	--	0.04%
TNF LLC	50.65K	Sep 30, 24	-1.16K	0.03%
Aspire Wealth Management Corp	41.71K	Sep 30, 24	-6.79K	0.03%
ETFIDEA, LLC	16.15K	Sep 30, 24	+8	0.01%
Family Asset Management, LLC	4.58K	Sep 30, 24	-500	0.00%
FinTrust Capital Advisors, LLC	1.66K	Sep 30, 24	-326	0.00%
Peterson Financial Group, Inc.	92	Sep 30, 24	+92	0.00%
Alera Investment Advisors, LLC	--	Sep 30, 24	-194.40K	--
BlackRock Inc.	110.54K	Jun 30, 24	-69.39K	0.07%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.19K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-195	--
Cetera Advisor Networks LLC	555.51K	Mar 31, 24	+286.73K	0.35%
Cetera Advisors LLC	265.00K	Mar 31, 24	+240.90K	0.17%
Financial Advisory Group	97.76K	Mar 31, 24	--	0.06%
Derbend Asset Management	30.56K	Mar 31, 24	+30.56K	0.02%
LWS Wealth Advisors, Inc.	45.48K	Dec 31, 23	+383	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	12.21K	Dec 31, 23	+12.21K	0.01%
Baystate Wealth Management LLC	851	Dec 31, 23	+6	0.00%
PATHSTONE FAMILY OFFICE, LLC	271.46K	Sep 30, 23	+50.75K	0.17%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	153.56K	Sep 30, 23	-25.71K	0.10%
ADVISOR PARTNERS II, LLC	--	Sep 30, 23	-31.68K	--
PFS INVESTMENTS INC.	834.15K	Jun 30, 23	+21.71K	0.53%
TIAA, FSB	464.42K	Jun 30, 23	+29.93K	0.30%
AJ WEALTH STRATEGIES, LLC	11.76K	Jun 30, 23	-1.46K	0.01%
LEO BROKERAGE, LLC	8.27K	Jun 30, 23	-760	0.01%
First Capital Advisors Group, LLC.	5.91K	Jun 30, 23	--	0.00%
ASSET MANAGEMENT CORP /IL/ /ADV	10.05K	Mar 31, 23	--	0.01%
TITLEIST ASSET MANAGEMENT, LTD.	65.42K	Dec 31, 22	+12.32K	0.04%
ZEKE CAPITAL ADVISORS, LLC	31.81K	Dec 31, 22	--	0.02%
Sargent Bickham Lagudis LLC	203	Dec 31, 22	--	0.00%
F3Logic, LLC	--	Dec 31, 22	-8.41K	--
MUFG Americas Holdings Corp	955.75K	Sep 30, 22	+5.25K	0.61%
55I, LLC	67.65K	Sep 30, 22	-171.68K	0.04%
Kore Private Wealth LLC	9.02K	Sep 30, 22	--	0.01%
Brightworth	7.18K	Sep 30, 22	+567	0.00%
American Portfolios Advisors	3.68K	Sep 30, 22	-34	0.00%
Strategic Asset Management, LLC	3.32K	Sep 30, 22	--	0.00%
KARLINSKI ANDREW C	2.99K	Sep 30, 22	+10	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-11.62K	--
KerberRose Wealth Management, LLC	25.14K	Jun 30, 22	+25.14K	0.02%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	7.56K	Jun 30, 22	-1.41K	0.00%
Urban Wealth Management, LLC	8	Jun 30, 22	+8	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	46.72K	Mar 31, 22	-2	0.03%
NEXT Financial Group, Inc	42.26K	Dec 31, 21	+22.16K	0.03%
FIRST MERCANTILE TRUST CO	392.90K	Sep 30, 21	-66.10K	0.25%
MANAGED ACCOUNT SERVICES INC	13.97K	Sep 30, 21	+15	0.01%
Berman Capital Advisors, LLC	--	Sep 30, 21	--	--
PNC Managed Account Solutions, Inc.	22.67K	Jun 30, 21	+22.67K	0.01%
Treybourne Wealth Planners, Inc.	12.20K	Jun 30, 21	--	0.01%
BBVA USA Bancshares, Inc.	23.43K	Mar 31, 21	-547	0.01%
Rainier Group Investment Advisory LLC	600.94K	Sep 30, 20	+9.24K	0.38%
LifePlan Financial Group, Inc	95.52K	Sep 30, 20	+17.80K	0.06%
Confluence Wealth Management LLC	36.96K	Sep 30, 20	+36.96K	0.02%
Private Vista, LLC	117.48K	Jun 30, 20	-1.56M	0.07%
Global Financial Private Capital, Inc	--	Jun 30, 20	-33	--
Advisor Group, Inc.	191.24K	Dec 31, 19	-81.76K	0.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.	102.69K	Dec 31, 19	-65.34K	0.07%
CXI Advisors	447	Dec 31, 19	+447	0.00%
Wealth & Pension Services Group, Inc.	17.91K	Sep 30, 19	+2.98K	0.01%
Steinberg Global Asset Management	87.61K	Mar 31, 19	-2.84K	0.06%
NEXT Financial Holdings	4.74K	Mar 31, 19	+4.74K	0.00%
WealthTrust Fairport, LLC	3.30K	Mar 31, 19	--	0.00%
Dragon Financial & Investment Group, LLC	160.97K	Sep 30, 18	-24.02K	0.10%
HAYS ADVISORY LLC	45.54K	Sep 30, 18	+7.89K	0.03%
Vestpro Financial Partners, Inc. dba CPF Texas	17.32K	Sep 30, 18	+17.32K	0.01%
Vantage Investment Advisors, LLC	1.70K	Sep 30, 18	+1.70K	0.00%
IFC Holdings Incorporated/FL	160.35K	Dec 31, 17	+14.45K	0.10%
SII INVESTMENTS INC/WI	89.07K	Dec 31, 17	-29.81K	0.06%
NATIONAL PLANNING CORP	354	Dec 31, 17	-54.78K	0.00%
Independence Trust CO	--	Dec 31, 17	-39.85K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-151.74K	--
Barrington Strategic Wealth Management Group LLC	218.06K	Sep 30, 17	+3.64K	0.14%
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	40.84K	Sep 30, 17	-32.88K	0.03%
ROBERTSON STEPHENS ADVISORS LLC	14.96K	Sep 30, 17	--	0.01%
Commonwealth Equity Services, Inc	1.29M	Jun 30, 17	+366.92K	0.82%
RONALD BLUE & CO LLC	359.85K	Jun 30, 17	+159.60K	0.23%
CETERA INVESTMENT MANAGEMENT LLC	183.72K	Jun 30, 17	+2.22K	0.12%
Geneva Advisors, LLC	22.89K	Jun 30, 17	+6.99K	0.01%
Independent Portfolio Consultants, Inc.	12.13K	Jun 30, 17	+12.13K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-36.61K	--
Parasol Investment Management, LLC	110.10K	Mar 31, 17	+110.10K	0.07%
BlackRock Institutional Trust Company, N.A.	678.50K	Dec 31, 16	+678.50K	0.43%
BlackRock Investment Management, LLC	114.91K	Dec 31, 16	-19.41K	0.07%
MSI Financial Services Inc	84.69K	Dec 31, 16	-275.99K	0.05%
INTEGRATED WEALTH COUNSEL, LLC	4.00K	Dec 31, 16	+4.00K	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-1.59K	--
HHG & Company, LLC	17.02K	Mar 31, 16	-847	0.01%
Hoxton Financial, Inc.	12.82K	Mar 31, 16	-865	0.01%
Alerus Investment Advisors Corp	--	Mar 31, 16	-13.75K	--
Platte River Capital LLC	27.90K	Sep 30, 15	-16.80K	0.02%
CITY NATIONAL BANK	10.08K	Sep 30, 15	+10.08K	0.01%
MANAGED ACCOUNT ADVISORS LLC	548.73K	Jun 30, 15	+332.75K	0.35%
Highmount Capital, LLC	491.63K	Jun 30, 15	-29.29K	0.31%

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

GOLDMAN SACHS GROUP INC

48.49M

Jun 30, 26

+401.54K

30.84%

COLDSTREAM CAPITAL MANAGEMENT INC

4.56M

Jun 30, 26

-1.37M

2.90%

ENVESTNET ASSET MANAGEMENT INC

4.41M

Jun 30, 26

-185.25K

2.80%

JPMORGAN CHASE & CO

4.31M

Jun 30, 26

+88.42K

2.74%

AMERIPRISE FINANCIAL INC

4.09M

Jun 30, 26

-182.23K

2.60%

MORGAN STANLEY

3.58M

Jun 30, 26

-197.41K

2.28%

Dynasty Wealth Management, LLC

3.56M

Jun 30, 26

+89.53K

2.27%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.53M

Jun 30, 26

+73.84K

2.24%

Quotient Wealth Partners, LLC

3.44M

Jun 30, 26

+71.83K

2.19%

LPL Financial LLC

3.43M

Jun 30, 26

-107.52K

2.18%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

3.42M

Jun 30, 26

-159.75K

2.17%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

3.13M

Jun 30, 26

-217.97K

1.99%

NorthRock Partners, LLC

2.84M

Jun 30, 26

-234.60K

1.81%

WELLS FARGO & COMPANY/MN

2.04M

Jun 30, 26

-3.85K

1.30%

NORTHERN TRUST CORP

2.01M

Jun 30, 26

+32.03K

1.28%

BANK OF AMERICA CORP /DE/

1.94M

Jun 30, 26

+248.94K

1.23%

Waverly Advisors, LLC

1.69M

Jun 30, 26

-232.75K

1.08%

Cetera Investment Advisers

1.53M

Jun 30, 26

+122.77K

0.97%

ADVISOR GROUP HOLDINGS, INC.

1.36M

Jun 30, 26

+111.36K

0.87%

PNC FINANCIAL SERVICES GROUP, INC.

1.09M

Jun 30, 26

+59.52K

0.70%

RAYMOND JAMES FINANCIAL INC

986.89K

Jun 30, 26

+49.28K

0.63%

Jordan Park Group LLC

980.90K

Jun 30, 26

-14.48K

0.62%

Private Advisor Group, LLC

965.34K

Jun 30, 26

+908.63K

0.61%

Verde Capital Management

881.45K

Jun 30, 26

+49.91K

0.56%

US BANCORP \DE\

779.57K

Jun 30, 26

-1.34K

0.50%

Blankinship & Foster, LLC

768.53K

Jun 30, 26

-20.57K

0.49%

Schoolcraft Capital LLC

698.85K

Jun 30, 26

+5.78K

0.44%

Cambridge Investment Research Advisors, Inc.

669.95K

Jun 30, 26

+24.13K

0.43%

Crumly & Associates Inc.

618.98K

Jun 30, 26

+2.32K

0.39%

UBS Group AG

551.36K

Jun 30, 26

+40.98K

0.35%

MML INVESTORS SERVICES, LLC

537.60K

Jun 30, 26

-598.02K

0.34%

ACT WEALTH MANAGEMENT, LLC

519.06K

Jun 30, 26

+1.37K

0.33%

BOKF, NA

477.45K

Jun 30, 26

-3.75K

0.30%

JONES FINANCIAL COMPANIES LLLP

421.12K

Jun 30, 26

+87.44K

0.27%

Tulsa Wealth Advisors, INC

415.31K

Jun 30, 26

-11.77K

0.26%

Odyssey Group, LLC

390.19K

Jun 30, 26

+390.19K

0.25%

Paradigm, Strategies in Wealth Management, LLC

380.96K

Jun 30, 26

-15.73K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

358.52K

Jun 30, 26

-559

0.23%

Csenge Advisory Group

358.33K

Jun 30, 26

+4.70K

0.23%

Vista Private Wealth Partners. LLC

345.32K

Jun 30, 26

+12.39K

0.22%

WESCAP Management Group, Inc.

344.43K

Jun 30, 26

-5.89K

0.22%

Lighthouse Wealth Management Inc.

340.99K

Jun 30, 26

-3.56K

0.22%

ROYAL BANK OF CANADA

340.25K

Jun 30, 26

+6.49K

0.22%

PCA Investment Advisory Services Inc.

322.77K

Jun 30, 26

+26.82K

0.21%

Rockefeller Capital Management L.P.

303.42K

Jun 30, 26

+135.32K

0.19%

Vertex Planning Partners, LLC

301.85K

Jun 30, 26

+44.88K

0.19%

CX Institutional

274.28K

Jun 30, 26

+928

0.17%

Modern Wealth Management, LLC

271.87K

Jun 30, 26

-48.21K

0.17%

Cyr Financial Inc.

262.33K

Jun 30, 26

+13.91K

0.17%

Bank of New York Mellon Corp

253.78K

Jun 30, 26

-1.30K

0.16%

ARQ WEALTH ADVISORS, LLC

247.50K

Jun 30, 26

+97.64K

0.16%

Lido Advisors, LLC

241.40K

Jun 30, 26

-12.57K

0.15%

GREAT VALLEY ADVISOR GROUP, INC.

234.53K

Jun 30, 26

+13.98K

0.15%

Darrow Company, Inc.

231.15K

Jun 30, 26

+7.94K

0.15%

DEUTSCHE BANK AG\

225.00K

Jun 30, 26

-25.00K

0.14%

Cerity Partners LLC

223.91K

Jun 30, 26

+31.57K

0.14%

TRUIST FINANCIAL CORP

220.67K

Jun 30, 26

+53.70K

0.14%

Avidian Wealth Solutions, LLC

220.21K

Jun 30, 26

-1.30K

0.14%

Global Retirement Partners, LLC

215.14K

Jun 30, 26

+215.14K

0.14%

Weaver Capital Management LLC

212.57K

Jun 30, 26

0.14%

Prime Capital Investment Advisors, LLC

205.13K

Jun 30, 26

-106.69K

0.13%

Mariner, LLC

204.35K

Jun 30, 26

-677.06K

0.13%

NEPC LLC

204.18K

Jun 30, 26

-36.97K

0.13%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

204.10K

Jun 30, 26

-101.10K

0.13%

RFG Advisory, LLC

201.97K

Jun 30, 26

+13.48K

0.13%

Farther Finance Advisors, LLC

201.39K

Jun 30, 26

-6.17K

0.13%

Crescent Grove Advisors, LLC

198.85K

Jun 30, 26

-19.38K

0.13%

Pathstone Holdings, LLC

193.23K

Jun 30, 26

-77.66K

0.12%

BLAIR WILLIAM & CO/IL

190.40K

Jun 30, 26

-21.29K

0.12%

Bigelow Investment Advisors, LLC

170.96K

Jun 30, 26

+30.83K

0.11%

Burns Matteson Capital Management, LLC

169.00K

Jun 30, 26

+15.96K

0.11%

Strategic Financial Concepts, LLC

161.66K

Jun 30, 26

+82.06K

0.10%

Delta Wealth Advisors LLC

161.37K

Jun 30, 26

-586

0.10%

CITIGROUP INC

152.62K

Jun 30, 26

+10.10K

0.10%

Kestra Advisory Services, LLC

151.92K

Jun 30, 26

+5.59K

0.10%

Ifrah Financial Services, Inc.

142.84K

Jun 30, 26

-2.65K

0.09%

ADAMSBROWN WEALTH CONSULTANTS LLC

136.49K

Jun 30, 26

-4.08K

0.09%

Summit Asset Management, LLC

135.87K

Jun 30, 26

0.09%

MERCER GLOBAL ADVISORS INC /ADV

135.12K

Jun 30, 26

+38.85K

0.09%

IVC Wealth Advisors LLC

133.12K

Jun 30, 26

+4.13K

0.08%

FIRST INTERSTATE BANK

130.12K

Jun 30, 26

-7.42K

0.08%

STIFEL FINANCIAL CORP

128.43K

Jun 30, 26

+8.23K

0.08%

Carolina Wealth Management Inc

127.78K

Jun 30, 26

+127.78K

0.08%

Steward Partners Investment Advisory, LLC

121.93K

Jun 30, 26

-255

0.08%

Friedenthal Financial

120.14K

Jun 30, 26

+3.77K

0.08%

Geneos Wealth Management Inc.

118.28K

Jun 30, 26

-22.05K

0.08%

Precision Wealth Strategies, LLC

118.12K

Jun 30, 26

+2.15K

0.08%

Keystone Financial Group

117.31K

Jun 30, 26

-32.40K

0.07%

Cornerstone Planning Group LLC

114.21K

Jun 30, 26

+4.04K

0.07%

DecisionMap Wealth Management, LLC

114.01K

Jun 30, 26

+4.12K

0.07%

FIDUCIARY TRUST CO

112.70K

Jun 30, 26

0.07%

ROOF EIDAM & MAYCOCK/ADV

109.83K

Jun 30, 26

-5.15K

0.07%

EverSource Wealth Advisors, LLC

106.21K

Jun 30, 26

-11.93K

0.07%

CVFG LLC

102.85K

Jun 30, 26

+2.28K

0.07%

Capital Asset Advisory Services LLC

102.51K

Jun 30, 26

-890

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

102.51K

Jun 30, 26

+102.51K

0.07%

Sanctuary Advisors, LLC

102.03K

Jun 30, 26

-6.61K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

100.36K

Jun 30, 26

-56

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

100.16K

Jun 30, 26

-1.12K

0.06%

Mutual Advisors, LLC

97.47K

Jun 30, 26

+4.78K

0.06%

MATTERS CAPITAL LLC

96.27K

Jun 30, 26

0.06%

Integrated Wealth Concepts LLC

94.84K

Jun 30, 26

+66.72K

0.06%

ALLIANCEBERNSTEIN L.P.

93.84K

Jun 30, 26

-6.23K

0.06%

Cypress Capital, LLC

93.51K

Jun 30, 26

-693

0.06%

Ashton Thomas Private Wealth, LLC

93.50K

Jun 30, 26

+14.86K

0.06%

Sigma Planning Corp

92.72K

Jun 30, 26

+4.92K

0.06%

TritonPoint Partners, LLC

90.58K

Jun 30, 26

+4.91K

0.06%

Capital Investment Advisory Services, LLC

89.19K

Jun 30, 26

-8.13K

0.06%

FLOW TRADERS U.S. LLC

86.43K

Jun 30, 26

-898.07K

0.05%

Traveka Wealth, LLC

85.67K

Jun 30, 26

-4.48K

0.05%

Mount Yale Investment Advisors, LLC

85.42K

Jun 30, 26

-438.62K

0.05%

Vestmark Advisory Solutions, Inc.

83.71K

Jun 30, 26

-435.10K

0.05%

Concurrent Investment Advisors, LLC

81.27K

Jun 30, 26

+1.94K

0.05%

Savvy Advisors, Inc.

81.22K

Jun 30, 26

+14.79K

0.05%

IHT Wealth Management, LLC

80.80K

Jun 30, 26

+1.52K

0.05%

Beacon Pointe Advisors, LLC

80.48K

Jun 30, 26

+878

0.05%

Janney Montgomery Scott LLC

80.28K

Jun 30, 26

+2.33K

0.05%

Kingsview Wealth Management, LLC

79.88K

Jun 30, 26

+3.60K

0.05%

MAI Capital Management

78.35K

Jun 30, 26

-879

0.05%

FLAGSHIP HARBOR ADVISORS, LLC

74.66K

Jun 30, 26

+36.01K

0.05%

HARBOUR INVESTMENTS, INC.

67.15K

Jun 30, 26

-1.42K

0.04%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

66.59K

Jun 30, 26

-659

0.04%

AdvisorNet Financial, Inc

66.01K

Jun 30, 26

-2.53K

0.04%

Summit Financial, LLC

65.94K

Jun 30, 26

+18.06K

0.04%

FMR LLC

65.92K

Jun 30, 26

+1.63K

0.04%

PARK AVENUE SECURITIES LLC

65.03K

Jun 30, 26

+3.68K

0.04%

HighTower Advisors, LLC

63.49K

Jun 30, 26

-1.09K

0.04%

SUMMITPOINT CAPITAL MANAGEMENT

62.91K

Jun 30, 26

-7.72K

0.04%

Wealthcare Advisory Partners LLC

62.48K

Jun 30, 26

-1.97K

0.04%

Regal Investment Advisors LLC

60.54K

Jun 30, 26

+1.23K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

60.28K

Jun 30, 26

-1.90K

0.04%

Prasad Wealth Partners, LLC

60.14K

Jun 30, 26

-381.24K

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

59.55K

Jun 30, 26

+2.23K

0.04%

Future Financial Wealth Managment LLC

59.09K

Jun 30, 26

-3.56K

0.04%

Shepherd Street Advisors LLC

59.07K

Jun 30, 26

+854

0.04%

Wealth Preservation Advisors, LLC

57.27K

Jun 30, 26

+24.00K

0.04%

Apella Capital, LLC

56.08K

Jun 30, 26

-941

0.04%

Advisory Services Network, LLC

53.74K

Jun 30, 26

+3.28K

0.03%

Ameritas Advisory Services, LLC

53.26K

Jun 30, 26

+33.13K

0.03%

ABSOLUTE CAPITAL MANAGEMENT, LLC

50.51K

Jun 30, 26

-1.93K

0.03%

Signal Advisors Wealth, LLC

49.57K

Jun 30, 26

+1.45K

0.03%

Foundations Investment Advisors, LLC

48.74K

Jun 30, 26

-5.62K

0.03%

Grove Bank & Trust

47.50K

Jun 30, 26

0.03%

TRUE Private Wealth Advisors

46.94K

Jun 30, 26

-11.60K

0.03%

Valmark Advisers, Inc.

46.82K

Jun 30, 26

-2.91K

0.03%

JANE STREET GROUP, LLC

45.69K

Jun 30, 26

+45.69K

0.03%

Cornerstone Wealth Management, LLC

44.77K

Jun 30, 26

-1.70K

0.03%

BOK Financial Private Wealth, Inc.

43.94K

Jun 30, 26

-195

0.03%

Aaron Wealth Advisors LLC

43.50K

Jun 30, 26

0.03%

Perigon Wealth Management, LLC

42.03K

Jun 30, 26

+19.45K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

41.97K

Jun 30, 26

-1.43K

0.03%

Disciplined Investors, L.L.C.

40.98K

Jun 30, 26

+809

0.03%

Gladstone Institutional Advisory LLC

40.42K

Jun 30, 26

+9.43K

0.03%

VERITY Wealth Advisors

40.00K

Jun 30, 26

0.03%

FLAGSTAR ADVISORS INC.

39.82K

Jun 30, 26

+3.39K

0.03%

Nova Wealth Management, Inc.

38.42K

Jun 30, 26

+3.96K

0.02%

WEDBUSH SECURITIES INC

38.09K

Jun 30, 26

+9.75K

0.02%

Prospera Financial Services Inc

37.66K

Jun 30, 26

+5.20K

0.02%

Valeo Financial Advisors, LLC

37.43K

Jun 30, 26

+575

0.02%

Dynamic Advisor Solutions LLC

37.17K

Jun 30, 26

0.02%

OVERSEA-CHINESE BANKING Corp Ltd

36.09K

Jun 30, 26

-1.65K

0.02%

Equitable Holdings, Inc.

36.06K

Jun 30, 26

+9.77K

0.02%

NATIONAL BANK OF CANADA /FI/

35.72K

Jun 30, 26

+1.04K

0.02%

Hirtle Callaghan & Co LLC

35.63K

Jun 30, 26

+11.43K

0.02%

Firestone Capital Management

35.02K

Jun 30, 26

0.02%

MRWM Advisors, LLC

34.97K

Jun 30, 26

-812

0.02%

Federation des caisses Desjardins du Quebec

34.53K

Jun 30, 26

0.02%

CITADEL ADVISORS LLC

33.85K

Jun 30, 26

-32.03K

0.02%

NewEdge Advisors, LLC

32.55K

Jun 30, 26

-1.65K

0.02%

Trinity Wealth Management, LLC

31.73K

Jun 30, 26

+135

0.02%

LIBERTY WEALTH MANAGEMENT LLC

31.52K

Jun 30, 26

0.02%

Osprey Private Wealth LLC

30.65K

Jun 30, 26

-50

0.02%

SRS Capital Advisors, Inc.

29.96K

Jun 30, 26

+13.15K

0.02%

Apollon Wealth Management, LLC

29.50K

Jun 30, 26

-605

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

28.47K

Jun 30, 26

+154

0.02%

Brookstone Capital Management

28.46K

Jun 30, 26

+5.15K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

28.32K

Jun 30, 26

+364

0.02%

Merit Financial Group, LLC

28.06K

Jun 30, 26

-7.49K

0.02%

DIMENSION CAPITAL MANAGEMENT LLC

28.02K

Jun 30, 26

0.02%

Immaculate Wealth Management LLC

27.84K

Jun 30, 26

+522

0.02%

PRINCIPAL SECURITIES, INC.

27.14K

Jun 30, 26

+1.43K

0.02%

BURKETT FINANCIAL SERVICES, LLC

25.81K

Jun 30, 26

-705

0.02%

Dorsey & Whitney Trust CO LLC

25.32K

Jun 30, 26

-2.50K

0.02%

Cedar Wealth Management, LLC

24.81K

Jun 30, 26

0.02%

Hobbs Group Advisors, LLC

23.95K

Jun 30, 26

0.02%

FIFTH THIRD SECURITIES, INC.

23.56K

Jun 30, 26

+6.00K

0.01%

FIFTH THIRD BANCORP

23.47K

Jun 30, 26

-1.66K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

23.34K

Jun 30, 26

+2.67K

0.01%

Clearstead Advisors, LLC

22.96K

Jun 30, 26

-6.00K

0.01%

Kestra Investment Management, LLC

22.35K

Jun 30, 26

+1.86K

0.01%

LexAurum Advisors, LLC

22.14K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

21.92K

Jun 30, 26

-3.57K

0.01%

Envestnet Portfolio Solutions, Inc.

21.75K

Jun 30, 26

+15.82K

0.01%

IFP Advisors, Inc

21.23K

Jun 30, 26

+536

0.01%

Pensionmark Financial Group, LLC

21.00K

Jun 30, 26

-7

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

20.88K

Jun 30, 26

-4.08K

0.01%

NATIXIS ADVISORS, L.P.

20.41K

Jun 30, 26

+4.71K

0.01%

PFG Advisors

20.34K

Jun 30, 26

+8.11K

0.01%

MA Private Wealth

20.27K

Jun 30, 26

-893

0.01%

Fortis Group Advisors, LLC

20.07K

Jun 30, 26

+20.07K

0.01%

CreativeOne Wealth, LLC

19.82K

Jun 30, 26

-16.87K

0.01%

Vise Technologies, Inc.

19.59K

Jun 30, 26

+11.36K

0.01%

OneAscent Wealth Management LLC

19.45K

Jun 30, 26

+1.22K

0.01%

AE Wealth Management LLC

19.35K

Jun 30, 26

+3.62K

0.01%

Summit Investment Advisory Services, LLC

18.98K

Jun 30, 26

-1.05K

0.01%

Resources Investment Advisors, LLC.

18.79K

Jun 30, 26

-2.44K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

18.45K

Jun 30, 26

-1.02K

0.01%

ROMAN BUTLER FULLERTON & CO

18.42K

Jun 30, 26

+18.42K

0.01%

Meridian Wealth Advisors, LLC

18.22K

Jun 30, 26

+996

0.01%

Berkeley, Inc

17.82K

Jun 30, 26

0.01%

Creative Planning

17.46K

Jun 30, 26

-2.25K

0.01%

MTM FINANCIAL GROUP, LLC

17.43K

Jun 30, 26

-75

0.01%

Arkadios Wealth Advisors

17.37K

Jun 30, 26

+341

0.01%

Meridian Wealth Management, LLC

17.31K

Jun 30, 26

-1.60K

0.01%

BENJAMIN EDWARDS INC

17.30K

Jun 30, 26

-1.89K

0.01%

Redwood Financial Network Corp

17.25K

Jun 30, 26

+5.11K

0.01%

GLENMEDE TRUST CO NA

17.15K

Jun 30, 26

0.01%

71 West Capital Partners

17.02K

Jun 30, 26

0.01%

ProVise Management Group, LLC

16.64K

Jun 30, 26

+408

0.01%

DAVENPORT & Co LLC

16.45K

Jun 30, 26

+637

0.01%

CI Private Wealth, LLC

16.32K

Jun 30, 26

-11.19K

0.01%

Choate Investment Advisors

16.24K

Jun 30, 26

-5.81K

0.01%

Parallel Advisors, LLC

16.12K

Jun 30, 26

+3.62K

0.01%

Detalus Advisors, LLC

15.94K

Jun 30, 26

-97

0.01%

FIRST CITIZENS BANK & TRUST CO

15.89K

Jun 30, 26

-2.46K

0.01%

M Wealth Management, LLC

15.80K

Jun 30, 26

0.01%

Provident Living Financial Services, Inc.

15.19K

Jun 30, 26

0.01%

Wellington Grp LLC

15.11K

Jun 30, 26

0.01%

Aspen Grove Capital, LLC

15.03K

Jun 30, 26

0.01%

TCG Advisory Services, LLC

14.79K

Jun 30, 26

+14.79K

0.01%

Clark Capital Management Group, Inc.

14.70K

Jun 30, 26

0.01%

VisionPoint Advisory Group, LLC

14.58K

Jun 30, 26

-1.60K

0.01%

HEADINVEST, LLC

14.58K

Jun 30, 26

0.01%

Sowell Financial Services LLC

14.53K

Jun 30, 26

-2.20K

0.01%

Sage Mountain Advisors LLC

14.53K

Jun 30, 26

-2.83K

0.01%

Wedmont Private Capital

14.52K

Jun 30, 26

+14.52K

0.01%

Strategic Blueprint, LLC

14.50K

Jun 30, 26

-570

0.01%

Icon Wealth Advisors, LLC

14.30K

Jun 30, 26

0.01%

5T Wealth, LLC

14.28K

Jun 30, 26

+899

0.01%

AQR CAPITAL MANAGEMENT LLC

14.13K

Jun 30, 26

-2.01K

0.01%

MOR Wealth Management, LLC

13.86K

Jun 30, 26

0.01%

Mach-1 Financial Group, LLC

13.15K

Jun 30, 26

+1.17K

0.01%

Wealthfront Advisers LLC

12.76K

Jun 30, 26

-825

0.01%

Cranbrook Wealth Management, LLC

12.57K

Jun 30, 26

0.01%

FIRST AMERICAN TRUST, FSB

12.51K

Jun 30, 26

-248

0.01%

Canopy Partners, LLC

11.97K

Jun 30, 26

0.01%

CARDIFF PARK ADVISORS, LLC

11.58K

Jun 30, 26

0.01%

TRITONPOINT WEALTH, LLC

11.52K

Jun 30, 26

+1.06K

0.01%

Daviman Financial, LLC

11.51K

Jun 30, 26

-13

0.01%

REGIONS FINANCIAL CORP

11.35K

Jun 30, 26

+3.45K

0.01%

Western Wealth Management, LLC

10.67K

Jun 30, 26

+642

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.58K

Jun 30, 26

+3.12K

0.01%

Diversify Advisory Services, LLC

10.58K

Jun 30, 26

+10.58K

0.01%

PAX Financial Group, LLC

10.56K

Jun 30, 26

+1.21K

0.01%

Clear Creek Financial Management, LLC

10.48K

Jun 30, 26

-49

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

10.10K

Jun 30, 26

0.01%

Pinnacle Financial Partners, Inc.

10.04K

Jun 30, 26

0.01%

Savant Capital, LLC

9.97K

Jun 30, 26

-1.32K

0.01%

Stone Point Wealth LLC

9.94K

Jun 30, 26

-748

0.01%

B. Riley Wealth Advisors, Inc.

9.72K

Jun 30, 26

0.01%

One Wealth Advisors, LLC

9.71K

Jun 30, 26

-1.43K

0.01%

Chicago Partners Investment Group LLC

9.71K

Jun 30, 26

+2.37K

0.01%

MISSION WEALTH MANAGEMENT, LP

9.69K

Jun 30, 26

0.01%

Legacy Advisors, LLC

9.65K

Jun 30, 26

+9.65K

0.01%

Spectrum Planning & Advisory Services Inc.

9.62K

Jun 30, 26

-4.92K

0.01%

Cannon Wealth Management Services, LLC

9.50K

Jun 30, 26

-57

0.01%

Milestone Asset Management Group, LLC

9.17K

Jun 30, 26

0.01%

Merkkuri Wealth Advisors LLC

9.17K

Jun 30, 26

-2.99K

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

9.13K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

9.03K

Jun 30, 26

+7.13K

0.01%

Advyzon Investment Management, LLC

9.01K

Jun 30, 26

-92.32K

0.01%

HB Wealth Management, LLC

8.99K

Jun 30, 26

+41

0.01%

CENTAURUS FINANCIAL, INC.

8.91K

Jun 30, 26

-16.25K

0.01%

CYPRESS FINANCIAL PLANNING LLC

8.89K

Jun 30, 26

-43

0.01%

Catalytic Wealth RIA, LLC

8.72K

Jun 30, 26

-179

0.01%

IFG Advisory, LLC

8.70K

Jun 30, 26

+8.70K

0.01%

Capital Advisors, Ltd. LLC

8.57K

Jun 30, 26

-446

0.01%

Evanson Financial, LLC

8.52K

Jun 30, 26

+8.52K

0.01%

JPL Wealth Management, LLC

8.42K

Jun 30, 26

0.01%

Rubicon Advisors, GP

8.42K

Jun 30, 26

+8.42K

0.01%

MGO ONE SEVEN LLC

8.27K

Jun 30, 26

-126

0.01%

Keebeck Wealth Management, LLC

8.26K

Jun 30, 26

0.01%

Chesley Taft & Associates LLC

8.21K

Jun 30, 26

0.01%

McKinley Carter Wealth Services, Inc.

8.19K

Jun 30, 26

-541

0.01%

Integrity Advisory Solutions, LLC

8.15K

Jun 30, 26

-342

0.01%

Heritage Wealth Advisors

8.10K

Jun 30, 26

+8.10K

0.01%

Clearwater Capital Advisors, LLC

8.07K

Jun 30, 26

0.01%

SAGESPRING WEALTH PARTNERS, LLC

8.03K

Jun 30, 26

+1.47K

0.01%

Glass Jacobson Investment Advisors llc

7.98K

Jun 30, 26

-968

0.01%

Maltin Wealth Management, Inc.

7.88K

Jun 30, 26

-264

0.01%

Ascent Group, LLC

7.58K

Jun 30, 26

-300

0.00%

SIMA Wealth Partners, LLC

7.48K

Jun 30, 26

0.00%

Quantinno Capital Management LP

7.40K

Jun 30, 26

-488

0.00%

Allworth Financial LP

7.35K

Jun 30, 26

+5.52K

0.00%

BURKE & HERBERT BANK & TRUST CO

7.14K

Jun 30, 26

+7.14K

0.00%

TWO SIGMA SECURITIES, LLC

6.96K

Jun 30, 26

+6.96K

0.00%

Betterment LLC

6.95K

Jun 30, 26

+1.88K

0.00%

Richardson Capital Management LLC

6.90K

Jun 30, 26

-278

0.00%

SMART Wealth LLC

6.89K

Jun 30, 26

-727

0.00%

Clarity Retirement & Wealth, LLC

6.87K

Jun 30, 26

-112.87K

0.00%

ARWA LLC

6.82K

Jun 30, 26

-854

0.00%

PUREfi Wealth, LLC

6.80K

Jun 30, 26

-234

0.00%

City State Bank

6.55K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

6.48K

Jun 30, 26

+1.16K

0.00%

Guardian Capital, LLC

6.43K

Jun 30, 26

-775

0.00%

Modera Wealth Management, LLC

6.43K

Jun 30, 26

-12

0.00%

Affinity Capital Advisors, LLC

6.37K

Jun 30, 26

-761

0.00%

Fortress Wealth Group, LLC

6.34K

Jun 30, 26

+6.34K

0.00%

FIDUCIARY FINANCIAL ADVISORS

6.32K

Jun 30, 26

+6.32K

0.00%

Atomi Financial Group, Inc.

6.19K

Jun 30, 26

-3.80K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

5.95K

Jun 30, 26

-10.40K

0.00%

DAYMARK WEALTH PARTNERS, LLC

5.90K

Jun 30, 26

0.00%

Redhawk Wealth Advisors, Inc.

5.82K

Jun 30, 26

-1.06K

0.00%

Ameritas Investment Partners, Inc.

5.77K

Jun 30, 26

0.00%

Glenview Trust Co

5.77K

Jun 30, 26

0.00%

Southland Equity Partners LLC

5.74K

Jun 30, 26

+5.74K

0.00%

Demars Financial Group, LLC

5.73K

Jun 30, 26

0.00%

Curtis Advisory Group, LLC

5.73K

Jun 30, 26

-43

0.00%

Adviser Investments LLC

5.69K

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.62K

Jun 30, 26

-1.85K

0.00%

COMMERCE BANK

5.61K

Jun 30, 26

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

5.42K

Jun 30, 26

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

5.38K

Jun 30, 26

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

5.38K

Jun 30, 26

-51

0.00%

MOODY LYNN & LIEBERSON, LLC

5.30K

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

5.18K

Jun 30, 26

0.00%

LongView Wealth Management

5.18K

Jun 30, 26

0.00%

Buckingham Strategic Partners

5.17K

Jun 30, 26

-417

0.00%

OPPENHEIMER & CO INC

5.09K

Jun 30, 26

-15

0.00%

ASSETMARK, INC

5.04K

Jun 30, 26

-5.52K

0.00%

OneAscent Family Office, LLC

5.03K

Jun 30, 26

+155

0.00%

Journey Advisory Group, LLC

5.01K

Jun 30, 26

+5.01K

0.00%

Vanguard National Trust Co

4.96K

Jun 30, 26

-433

0.00%

QRG CAPITAL MANAGEMENT, INC.

4.93K

Jun 30, 26

+4.93K

0.00%

CAPTRUST FINANCIAL ADVISORS

4.92K

Jun 30, 26

-373

0.00%

FINANCIAL LIFE ADVISORS

4.90K

Jun 30, 26

-3.76K

0.00%

Hamilton Wealth, LLC

4.89K

Jun 30, 26

0.00%

Nuveen, LLC

4.84K

Jun 30, 26

+4.84K

0.00%

HighPoint Advisor Group LLC

4.83K

Jun 30, 26

+4.83K

0.00%

Sharkey, Howes & Javer

4.83K

Jun 30, 26

-31

0.00%

Golden State Wealth Management, LLC

4.77K

Jun 30, 26

-790

0.00%

Tortoise Investment Management, LLC

4.77K

Jun 30, 26

0.00%

Trek Financial, LLC

4.72K

Jun 30, 26

+4.72K

0.00%

Legacy Edge Advisors, LLC

4.70K

Jun 30, 26

+4.70K

0.00%

Mengis Capital Management, Inc.

4.70K

Jun 30, 26

+4.70K

0.00%

AMG National Trust Bank

4.68K

Jun 30, 26

+4.68K

0.00%

Colonial Trust Advisors

4.65K

Jun 30, 26

-150

0.00%

Capital Square, LLC

4.65K

Jun 30, 26

+67

0.00%

Carroll Advisory Group, LLC

4.63K

Jun 30, 26

+4.63K

0.00%

EP Wealth Advisors, LLC

4.59K

Jun 30, 26

+4.59K

0.00%

West Wealth Group, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

Yukon Wealth Management, Inc.

4.55K

Jun 30, 26

-1.22K

0.00%

Y-Intercept (Hong Kong) Ltd

4.53K

Jun 30, 26

+4.53K

0.00%

Sequoia Financial Advisors, LLC

4.48K

Jun 30, 26

-11.43K

0.00%

WHITE PINE CAPITAL LLC

4.45K

Jun 30, 26

+4.45K

0.00%

Van Hulzen Asset Management, LLC

4.40K

Jun 30, 26

+4.40K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

4.38K

Jun 30, 26

+4.38K

0.00%

BCGM Wealth Management, LLC

4.37K

Jun 30, 26

+4.37K

0.00%

Fidelis Capital Partners, LLC

4.31K

Jun 30, 26

+4.31K

0.00%

SIERRA OCEAN, LLC

4.29K

Jun 30, 26

+4.29K

0.00%

NWAM LLC

4.29K

Jun 30, 26

-3.79K

0.00%

Retirement Wealth Solutions LLC

4.22K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

3.98K

Jun 30, 26

0.00%

Ancora Advisors, LLC

3.98K

Jun 30, 26

-442

0.00%

Smartleaf Asset Management LLC

3.86K

Jun 30, 26

0.00%

Park Square Financial Group, LLC

3.72K

Jun 30, 26

-1.20K

0.00%

Spire Wealth Management

3.65K

Jun 30, 26

-2.21K

0.00%

CoreCap Advisors, LLC

3.23K

Jun 30, 26

-653

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

3.12K

Jun 30, 26

-5.88K

0.00%

WHITTIER TRUST CO

3.10K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

3.08K

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

2.52K

Jun 30, 26

+1.29K

0.00%

Capital Analysts, LLC

2.28K

Jun 30, 26

+886

0.00%

Manchester Capital Management LLC

2.28K

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.86K

Jun 30, 26

0.00%

Arlington Trust Co LLC

1.82K

Jun 30, 26

+1.82K

0.00%

Portfolio Resources Advisor Group, Inc.

1.81K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

1.70K

Jun 30, 26

-1.09K

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

1.66K

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

1.50K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.24K

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.13K

Jun 30, 26

+1.13K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.06K

Jun 30, 26

+331

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.03K

Jun 30, 26

0.00%

Mosley Wealth Management

979

Jun 30, 26

-4.78K

0.00%

Synergy Investment Management, LLC

948

Jun 30, 26

+322

0.00%

Colonial Trust Co / SC

895

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

881

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

860

Jun 30, 26

0.00%

BESSEMER GROUP INC

848

Jun 30, 26

-338

0.00%

Beaird Harris Wealth Management, LLC

837

Jun 30, 26

0.00%

Elequin Securities, LLC

795

Jun 30, 26

+795

0.00%

Noble Wealth Management PBC

750

Jun 30, 26

0.00%

Millstone Evans Group, LLC

707

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

665

Jun 30, 26

-5

0.00%

VANGUARD ADVISERS INC

663

Jun 30, 26

+66

0.00%

Ameliora Wealth Management Ltd.

645

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

599

Jun 30, 26

+599

0.00%

YANKCOM Partnership

580

Jun 30, 26

0.00%

Clark Wealth Partners

524

Jun 30, 26

-125

0.00%

Vision Retirement, LLC

515

Jun 30, 26

-237

0.00%

INVESTMENT COUNSEL CO OF NEVADA

488

Jun 30, 26

0.00%

Stone House Investment Management, LLC

467

Jun 30, 26

-1.11K

0.00%

Coastal Investment Advisors, Inc.

458

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

427

Jun 30, 26

-14

0.00%

Bogart Wealth, LLC

385

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

300

Jun 30, 26

0.00%

Collier Financial

298

Jun 30, 26

0.00%

JDM Financial Group LLC

296

Jun 30, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

286

Jun 30, 26

0.00%

Capital Advisor Network LLC

255

Jun 30, 26

-24

0.00%

Godfrey Financial Associates, Inc.

253

Jun 30, 26

0.00%

Sunrise Financial Services, LLC

245

Jun 30, 26

0.00%

Game Plan Financial Advisors, LLC

220

Jun 30, 26

+220

0.00%

AlphaCore Capital LLC

203

Jun 30, 26

0.00%

WealthShield Partners, LLC

197

Jun 30, 26

-313

0.00%

WOLFF WIESE MAGANA LLC

192

Jun 30, 26

0.00%

Larson Financial Group LLC

182

Jun 30, 26

0.00%

Smithfield Trust Co

176

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

169

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

163

Jun 30, 26

+163

0.00%

SOFI WEALTH, LLC

155

Jun 30, 26

-82

0.00%

COUNTRY TRUST BANK

143

Jun 30, 26

+143

0.00%

Lloyd Advisory Services, LLC.

137

Jun 30, 26

+137

0.00%

Tradewinds Capital Management, LLC

126

Jun 30, 26

+126

0.00%

Networth Advisors, LLC

Jun 30, 26

-17

0.00%

NorthAvenue LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

Jun 30, 26

+77

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

+57

0.00%

Crewe Advisors LLC

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

Jun 30, 26

+50

0.00%

Trust Co

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

-3.45K

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

+45

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

-91

0.00%

Raleigh Capital Management Inc.

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

+26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+22

0.00%

Commonwealth Retirement Investments LLC

Jun 30, 26

+20

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+16

0.00%

Provident Wealth Management, LLC

Jun 30, 26

0.00%

OpenArc Corporate Advisory, LLC

Jun 30, 26

-7.08K

Independent Advisor Alliance

Jun 30, 26

-237.81K

OPTIMA CAPITAL LLC

Jun 30, 26

-5.29K

Root Financial Partners, LLC

Jun 30, 26

-31

Scarborough Advisors, LLC

Jun 30, 26

-538

Golden State Equity Partners

Jun 30, 26

-49.44K

National Wealth Management Group, LLC

Jun 30, 26

-6.28K

Turning Point Benefit Group, Inc.

Jun 30, 26

-10.77K

Kovack Advisors, Inc.

Jun 30, 26

-5.38K

Triumph Capital Management

Jun 30, 26

-1.24K

RAM Investment Partners, LLC

Jun 30, 26

-6.27K

WFA of San Diego, LLC

Jun 30, 26

-19

SHP Wealth Management

Jun 30, 26

-6.73K

PERSPECTIVE WEALTH ADVISORS LLC

Jun 30, 26

-261.82K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-23

Sound Income Strategies, LLC

Jun 30, 26

-409

Quadrature Capital Ltd

Jun 30, 26

-35.91K

BCR Wealth Strategies, LLC

Jun 30, 26

-26.75K

Interchange Capital Partners, LLC

Jun 30, 26

-12.74K

Team Financial Group, LLC

Jun 30, 26

-223

LVW Advisors, LLC

Jun 30, 26

-6.32K

WIN ADVISORS, INC

Jun 30, 26

-40.24K

Vermillion & White Wealth Management Group, LLC

Jun 30, 26

-153.47K

Birchwood Financial Partners, Inc.

Jun 30, 26

-71

Concorde Asset Management, LLC

Jun 30, 26

-13.94K

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-453

CWM, LLC

30.16K

Mar 31, 26

-5.22K

0.02%

Evanson Asset Management, LLC

8.52K

Mar 31, 26

0.01%

Leo Wealth, LLC

8.27K

Mar 31, 26

0.01%

Skopos Labs, Inc.

5.51K

Mar 31, 26

+5.51K

0.00%

U.S. Capital Wealth Advisors, LLC

5.04K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

1.56K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.21K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

612

Mar 31, 26

0.00%

McIlrath & Eck, LLC

389

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

180

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

COMERICA BANK

25.23K

Dec 31, 25

-8.68K

0.02%

ROVIN CAPITAL /UT/ /ADV

16.44K

Dec 31, 25

+376

0.01%

VANGUARD GROUP INC

5.98K

Dec 31, 25

0.00%

Austin Private Wealth, LLC

4.90K

Dec 31, 25

+4.90K

0.00%

CIBC Private Wealth Group, LLC

1.45K

Dec 31, 25

+500

0.00%

Northwest Capital Management Inc

Dec 31, 25

-925

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.13K

Gitterman Wealth Management, LLC

442.65K

Sep 30, 25

+1.47K

0.28%

Financial Advisors, LLC

74.22K

Sep 30, 25

0.05%

D. SCOTT NEAL, INC.

31.36K

Sep 30, 25

+532

0.02%

Kathleen S. Wright Associates Inc.

26.88K

Sep 30, 25

+29

0.02%

Glenmede Investment Management, LP

16.27K

Sep 30, 25

+7.00K

0.01%

SYNOVUS FINANCIAL CORP

12.64K

Sep 30, 25

0.01%

Certus Wealth Management, LLC

12.28K

Sep 30, 25

+2.39K

0.01%

GRIES FINANCIAL LLC

8.81K

Sep 30, 25

-2.35K

0.01%

WETHERBY ASSET MANAGEMENT INC

7.83K

Sep 30, 25

+50

0.00%

Hemington Wealth Management

500

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+22

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+11

0.00%

Copperleaf Capital, LLC

Sep 30, 25

-21.21K

AVANTAX ADVISORY SERVICES, INC.

467.36K

Jun 30, 25

-137.42K

0.30%

Exchange Capital Management, Inc.

325.52K

Jun 30, 25

+16.36K

0.21%

Atria Wealth Solutions, Inc.

140.40K

Jun 30, 25

-158.63K

0.09%

Congress Wealth Management LLC / DE /

45.79K

Jun 30, 25

+6.21K

0.03%

FORTE CAPITAL LLC /ADV

20.81K

Jun 30, 25

+1.20K

0.01%

First Horizon Advisors, Inc.

4.59K

Jun 30, 25

-44.70K

0.00%

Capital A Wealth Management, LLC

2.67K

Jun 30, 25

+2.07K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.99K

Jun 30, 25

+1.99K

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

-4.29K

My Legacy Advisors, LLC

Jun 30, 25

-16.38K

Spectrum Wealth Counsel, LLC

86.66K

Mar 31, 25

+83.96K

0.06%

Orion Portfolio Solutions, LLC

84.80K

Mar 31, 25

+70.30K

0.05%

Schechter Investment Advisors, LLC

5.89K

Mar 31, 25

+5.89K

0.00%

Sandy Spring Bank

1.24K

Mar 31, 25

0.00%

Peninsula Wealth, LLC

29.24K

Dec 31, 24

-72.47K

0.02%

Geller Advisors LLC

18.19K

Dec 31, 24

-167

0.01%

WR Wealth Planners, LLC

2.27K

Dec 31, 24

-4.18K

0.00%

Zions Bancorporation, N.A.

1.86K

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.73K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

626.73K

Sep 30, 24

+232.91K

0.40%

RAYMOND JAMES & ASSOCIATES

507.37K

Sep 30, 24

+5.43K

0.32%

Wealthgate Family Office, LLC

56.29K

Sep 30, 24

0.04%

TNF LLC

50.65K

Sep 30, 24

-1.16K

0.03%

Aspire Wealth Management Corp

41.71K

Sep 30, 24

-6.79K

0.03%

ETFIDEA, LLC

16.15K

Sep 30, 24

0.01%

Family Asset Management, LLC

4.58K

Sep 30, 24

-500

0.00%

FinTrust Capital Advisors, LLC

1.66K

Sep 30, 24

-326

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+92

0.00%

Alera Investment Advisors, LLC

Sep 30, 24

-194.40K

BlackRock Inc.

110.54K

Jun 30, 24

-69.39K

0.07%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.19K

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-195

Cetera Advisor Networks LLC

555.51K

Mar 31, 24

+286.73K

0.35%

Cetera Advisors LLC

265.00K

Mar 31, 24

+240.90K

0.17%

Financial Advisory Group

97.76K

Mar 31, 24

0.06%

Derbend Asset Management

30.56K

Mar 31, 24

+30.56K

0.02%

LWS Wealth Advisors, Inc.

45.48K

Dec 31, 23

+383

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

12.21K

Dec 31, 23

+12.21K

0.01%

Baystate Wealth Management LLC

851

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

271.46K

Sep 30, 23

+50.75K

0.17%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

153.56K

Sep 30, 23

-25.71K

0.10%

ADVISOR PARTNERS II, LLC

Sep 30, 23

-31.68K

PFS INVESTMENTS INC.

834.15K

Jun 30, 23

+21.71K

0.53%

TIAA, FSB

464.42K

Jun 30, 23

+29.93K

0.30%

AJ WEALTH STRATEGIES, LLC

11.76K

Jun 30, 23

-1.46K

0.01%

LEO BROKERAGE, LLC

8.27K

Jun 30, 23

-760

0.01%

First Capital Advisors Group, LLC.

5.91K

Jun 30, 23

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

10.05K

Mar 31, 23

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

65.42K

Dec 31, 22

+12.32K

0.04%

ZEKE CAPITAL ADVISORS, LLC

31.81K

Dec 31, 22

0.02%

Sargent Bickham Lagudis LLC

203

Dec 31, 22

0.00%

F3Logic, LLC

Dec 31, 22

-8.41K

MUFG Americas Holdings Corp

955.75K

Sep 30, 22

+5.25K

0.61%

55I, LLC

67.65K

Sep 30, 22

-171.68K

0.04%

Kore Private Wealth LLC

9.02K

Sep 30, 22

0.01%

Brightworth

7.18K

Sep 30, 22

+567

0.00%

American Portfolios Advisors

3.68K

Sep 30, 22

-34

0.00%

Strategic Asset Management, LLC

3.32K

Sep 30, 22

0.00%

KARLINSKI ANDREW C

2.99K

Sep 30, 22

+10

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-11.62K

KerberRose Wealth Management, LLC

25.14K

Jun 30, 22

+25.14K

0.02%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

7.56K

Jun 30, 22

-1.41K

0.00%

Urban Wealth Management, LLC

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

46.72K

Mar 31, 22

-2

0.03%

NEXT Financial Group, Inc

42.26K

Dec 31, 21

+22.16K

0.03%

FIRST MERCANTILE TRUST CO

392.90K

Sep 30, 21

-66.10K

0.25%

MANAGED ACCOUNT SERVICES INC

13.97K

Sep 30, 21

+15

0.01%

Berman Capital Advisors, LLC

Sep 30, 21

PNC Managed Account Solutions, Inc.

22.67K

Jun 30, 21

+22.67K

0.01%

Treybourne Wealth Planners, Inc.

12.20K

Jun 30, 21

0.01%

BBVA USA Bancshares, Inc.

23.43K

Mar 31, 21

-547

0.01%

Rainier Group Investment Advisory LLC

600.94K

Sep 30, 20

+9.24K

0.38%

LifePlan Financial Group, Inc

95.52K

Sep 30, 20

+17.80K

0.06%

Confluence Wealth Management LLC

36.96K

Sep 30, 20

+36.96K

0.02%

Private Vista, LLC

117.48K

Jun 30, 20

-1.56M

0.07%

Global Financial Private Capital, Inc

Jun 30, 20

-33

Advisor Group, Inc.

191.24K

Dec 31, 19

-81.76K

0.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

102.69K

Dec 31, 19

-65.34K

0.07%

CXI Advisors

447

Dec 31, 19

+447

0.00%

Wealth & Pension Services Group, Inc.

17.91K

Sep 30, 19

+2.98K

0.01%

Steinberg Global Asset Management

87.61K

Mar 31, 19

-2.84K

0.06%

NEXT Financial Holdings

4.74K

Mar 31, 19

+4.74K

0.00%

WealthTrust Fairport, LLC

3.30K

Mar 31, 19

0.00%

Dragon Financial & Investment Group, LLC

160.97K

Sep 30, 18

-24.02K

0.10%

HAYS ADVISORY LLC

45.54K

Sep 30, 18

+7.89K

0.03%

Vestpro Financial Partners, Inc. dba CPF Texas

17.32K

Sep 30, 18

+17.32K

0.01%

Vantage Investment Advisors, LLC

1.70K

Sep 30, 18

+1.70K

0.00%

IFC Holdings Incorporated/FL

160.35K

Dec 31, 17

+14.45K

0.10%

SII INVESTMENTS INC/WI

89.07K

Dec 31, 17

-29.81K

0.06%

NATIONAL PLANNING CORP

354

Dec 31, 17

-54.78K

0.00%

Independence Trust CO

Dec 31, 17

-39.85K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-151.74K

Barrington Strategic Wealth Management Group LLC

218.06K

Sep 30, 17

+3.64K

0.14%

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

40.84K

Sep 30, 17

-32.88K

0.03%

ROBERTSON STEPHENS ADVISORS LLC

14.96K

Sep 30, 17

0.01%

Commonwealth Equity Services, Inc

1.29M

Jun 30, 17

+366.92K

0.82%

RONALD BLUE & CO LLC

359.85K

Jun 30, 17

+159.60K

0.23%

CETERA INVESTMENT MANAGEMENT LLC

183.72K

Jun 30, 17

+2.22K

0.12%

Geneva Advisors, LLC

22.89K

Jun 30, 17

+6.99K

0.01%

Independent Portfolio Consultants, Inc.

12.13K

Jun 30, 17

+12.13K

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-36.61K

Parasol Investment Management, LLC

110.10K

Mar 31, 17

+110.10K

0.07%

BlackRock Institutional Trust Company, N.A.

678.50K

Dec 31, 16

+678.50K

0.43%

BlackRock Investment Management, LLC

114.91K

Dec 31, 16

-19.41K

0.07%

MSI Financial Services Inc

84.69K

Dec 31, 16

-275.99K

0.05%

INTEGRATED WEALTH COUNSEL, LLC

4.00K

Dec 31, 16

+4.00K

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-1.59K

HHG & Company, LLC

17.02K

Mar 31, 16

-847

0.01%

Hoxton Financial, Inc.

12.82K

Mar 31, 16

-865

0.01%

Alerus Investment Advisors Corp

Mar 31, 16

-13.75K

Platte River Capital LLC

27.90K

Sep 30, 15

-16.80K

0.02%

CITY NATIONAL BANK

10.08K

Sep 30, 15

+10.08K

0.01%

MANAGED ACCOUNT ADVISORS LLC

548.73K

Jun 30, 15

+332.75K

0.35%

Highmount Capital, LLC

491.63K

Jun 30, 15

-29.29K

0.31%