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IEFA(IEFA)

IEFA

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

204.78M

Jun 30, 26

+1.69M

10.83%

JONES FINANCIAL COMPANIES LLLP

113.50M

Jun 30, 26

+5.04M

6.00%

MORGAN STANLEY

106.64M

Jun 30, 26

+1.49M

5.64%

WELLS FARGO & COMPANY/MN

90.73M

Jun 30, 26

+5.55M

4.80%

UBS Group AG

69.61M

Jun 30, 26

+279.80K

3.68%

ENVESTNET ASSET MANAGEMENT INC

49.15M

Jun 30, 26

-1.72M

2.60%

LPL Financial LLC

47.76M

Jun 30, 26

+1.73M

2.53%

RAYMOND JAMES FINANCIAL INC

46.05M

Jun 30, 26

+1.39M

2.44%

Bank of New York Mellon Corp

38.65M

Jun 30, 26

+529.82K

2.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

37.30M

Jun 30, 26

+956.99K

1.97%

US BANCORP \DE\

35.99M

Jun 30, 26

+324.50K

1.90%

BlackRock, Inc.

34.24M

Jun 30, 26

+99.50K

1.81%

FMR LLC

29.88M

Jun 30, 26

+1.49M

1.58%

TIAA Wealth Investment Management LLC

27.08M

Jun 30, 26

+1.75M

1.43%

GOLDMAN SACHS GROUP INC

20.67M

Jun 30, 26

-500.14K

1.09%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

19.81M

Jun 30, 26

+484.28K

1.05%

JPMORGAN CHASE & CO

19.30M

Jun 30, 26

+342.37K

1.02%

PNC FINANCIAL SERVICES GROUP, INC.

16.98M

Jun 30, 26

+168.29K

0.90%

TRUIST FINANCIAL CORP

16.10M

Jun 30, 26

-3.03M

0.85%

AMERIPRISE FINANCIAL INC

15.01M

Jun 30, 26

-398.79K

0.79%

M&T BANK CORP

14.06M

Jun 30, 26

+863.27K

0.74%

BANK OF MONTREAL /CAN/

12.14M

Jun 30, 26

-4.38M

0.64%

Cerity Partners LLC

11.60M

Jun 30, 26

+244.81K

0.61%

Cetera Investment Advisers

11.56M

Jun 30, 26

+77.71K

0.61%

BROWN BROTHERS HARRIMAN & CO

10.82M

Jun 30, 26

+6.55M

0.57%

STIFEL FINANCIAL CORP

10.59M

Jun 30, 26

-892.25K

0.56%

KEYBANK NATIONAL ASSOCIATION/OH

10.38M

Jun 30, 26

+189.86K

0.55%

Mariner, LLC

10.18M

Jun 30, 26

+431.93K

0.54%

ASSETMARK, INC

9.55M

Jun 30, 26

+776.25K

0.51%

ROYAL BANK OF CANADA

9.26M

Jun 30, 26

+416.44K

0.49%

Betterment LLC

8.96M

Jun 30, 26

-307.49K

0.47%

UBS ASSET MANAGEMENT AMERICAS INC

8.84M

Jun 30, 26

-1.41M

0.47%

FIFTH THIRD BANCORP

7.52M

Jun 30, 26

+2.14M

0.40%

ALLIANCEBERNSTEIN L.P.

6.92M

Jun 30, 26

+326.27K

0.37%

Ballentine Partners, LLC

6.77M

Jun 30, 26

+109.79K

0.36%

PRUDENTIAL FINANCIAL INC

6.47M

Jun 30, 26

+1.16M

0.34%

Baird Financial Group, Inc.

6.44M

Jun 30, 26

+268.47K

0.34%

Dynasty Wealth Management, LLC

6.33M

Jun 30, 26

+388.85K

0.33%

HighTower Advisors, LLC

6.14M

Jun 30, 26

+451.57K

0.33%

Cresset Asset Management, LLC

5.79M

Jun 30, 26

+205.85K

0.31%

FRANKLIN RESOURCES INC

5.69M

Jun 30, 26

+642.24K

0.30%

Pathstone Holdings, LLC

5.38M

Jun 30, 26

+4.83M

0.28%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.03M

Jun 30, 26

-32.64K

0.27%

Pure Financial Advisors, LLC

4.86M

Jun 30, 26

+178.07K

0.26%

FLPUTNAM INVESTMENT MANAGEMENT CO

4.82M

Jun 30, 26

-203.19K

0.25%

MML INVESTORS SERVICES, LLC

4.64M

Jun 30, 26

+614.93K

0.25%

FIDUCIARY TRUST CO

4.57M

Jun 30, 26

-7.19K

0.24%

MERCER GLOBAL ADVISORS INC /ADV

4.45M

Jun 30, 26

-187.65K

0.24%

VANTAGEPOINT INVESTMENT ADVISERS LLC

4.17M

Jun 30, 26

-62.66K

0.22%

JANE STREET GROUP, LLC

4.14M

Jun 30, 26

+1.00M

0.22%

Hirtle Callaghan & Co LLC

4.01M

Jun 30, 26

+65.97K

0.21%

Members Trust Co

3.90M

Jun 30, 26

+5.97K

0.21%

SIGNATUREFD, LLC

3.85M

Jun 30, 26

+214.17K

0.20%

RiverFront Investment Group, LLC

3.76M

Jun 30, 26

+488.25K

0.20%

TD PRIVATE CLIENT WEALTH LLC

3.71M

Jun 30, 26

+311.54K

0.20%

GRIMES & COMPANY, INC.

3.68M

Jun 30, 26

+99.01K

0.19%

Modera Wealth Management, LLC

3.65M

Jun 30, 26

+119.68K

0.19%

Allspring Global Investments Holdings, LLC

3.61M

Jun 30, 26

+121.13K

0.19%

SEI INVESTMENTS CO

3.61M

Jun 30, 26

+70.44K

0.19%

Heritage Wealth Advisors

3.54M

Jun 30, 26

+3.54M

0.19%

Bell Bank

3.52M

Jun 30, 26

-27.04K

0.19%

WILEY BROS.-AINTREE CAPITAL, LLC

3.43M

Jun 30, 26

+124.71K

0.18%

CI Private Wealth, LLC

3.38M

Jun 30, 26

+31.45K

0.18%

Rockefeller Capital Management L.P.

3.14M

Jun 30, 26

+264.05K

0.17%

Envestnet Portfolio Solutions, Inc.

3.14M

Jun 30, 26

+255.56K

0.17%

Stairway Partners, LLC

3.11M

Jun 30, 26

+20.16K

0.16%

Haverford Trust Co

3.10M

Jun 30, 26

+133.12K

0.16%

HANTZ FINANCIAL SERVICES, INC.

3.05M

Jun 30, 26

+471.19K

0.16%

NATIXIS ADVISORS, L.P.

3.01M

Jun 30, 26

+501.47K

0.16%

MONETA GROUP INVESTMENT ADVISORS LLC

2.91M

Jun 30, 26

+226.34K

0.15%

Colony Group, LLC

2.87M

Jun 30, 26

-19.87K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

2.85M

Jun 30, 26

-4.06K

0.15%

Prime Capital Investment Advisors, LLC

2.77M

Jun 30, 26

+2.13M

0.15%

Connecticut Wealth Management, LLC

2.73M

Jun 30, 26

+159.86K

0.14%

Creative Planning

2.72M

Jun 30, 26

-36.02K

0.14%

Quotient Wealth Partners, LLC

2.65M

Jun 30, 26

+75.39K

0.14%

OpenArc Corporate Advisory, LLC

2.56M

Jun 30, 26

+218.44K

0.14%

MAI Capital Management

2.52M

Jun 30, 26

+114.49K

0.13%

Johnson Financial Group, Inc.

2.50M

Jun 30, 26

+566.23K

0.13%

First Command Advisory Services, Inc.

2.41M

Jun 30, 26

-193.04K

0.13%

FIRST CITIZENS BANK & TRUST CO

2.39M

Jun 30, 26

+369.84K

0.13%

Passaic Partners LLC

2.38M

Jun 30, 26

+341.70K

0.13%

ADVISOR GROUP HOLDINGS, INC.

2.32M

Jun 30, 26

+110.33K

0.12%

CHOREO, LLC

2.31M

Jun 30, 26

+108.61K

0.12%

CITIZENS FINANCIAL GROUP INC/RI

2.30M

Jun 30, 26

+8.03K

0.12%

Janney Montgomery Scott LLC

2.29M

Jun 30, 26

-72.33K

0.12%

NORTHERN TRUST CORP

2.29M

Jun 30, 26

+110.09K

0.12%

Matson Money. Inc.

2.25M

Jun 30, 26

-639

0.12%

SCHRODER INVESTMENT MANAGEMENT GROUP

2.25M

Jun 30, 26

+2.25M

0.12%

Neuberger Berman Group LLC

2.20M

Jun 30, 26

+64.49K

0.12%

CKW FINANCIAL GROUP

2.19M

Jun 30, 26

+21.07K

0.12%

MACQUARIE MANAGEMENT HOLDINGS, INC.

2.16M

Jun 30, 26

-689.14K

0.11%

Retirement Investment Advisors, Inc.

2.15M

Jun 30, 26

+59.76K

0.11%

Balentine LLC

2.12M

Jun 30, 26

-30.59K

0.11%

Nuveen, LLC

2.12M

Jun 30, 26

+84.80K

0.11%

WELLINGTON MANAGEMENT GROUP LLP

2.08M

Jun 30, 26

+1.11M

0.11%

GREENLEAF TRUST

2.06M

Jun 30, 26

-80.31K

0.11%

UNC Management Company, Inc.

2.04M

Jun 30, 26

+566.49K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.99M

Jun 30, 26

+19.04K

0.11%

Investure, LLC

1.96M

Jun 30, 26

-507.36K

0.10%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.89M

Jun 30, 26

+68.96K

0.10%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.86M

Jun 30, 26

-1.17K

0.10%

MIDLAND WEALTH ADVISORS LLC

1.86M

Jun 30, 26

+9.90K

0.10%

NEOS Investment Management LLC

1.83M

Jun 30, 26

+189.11K

0.10%

Avidian Wealth Solutions, LLC

1.80M

Jun 30, 26

+75.73K

0.10%

MISSION WEALTH MANAGEMENT, LP

1.80M

Jun 30, 26

+260.49K

0.10%

National Philanthropic Trust

1.74M

Jun 30, 26

-25.51K

0.09%

SCS Capital Management LLC

1.71M

Jun 30, 26

+46.82K

0.09%

Wellspring Financial Advisors, LLC

1.70M

Jun 30, 26

+74.77K

0.09%

Meeder Advisory Services, Inc.

1.66M

Jun 30, 26

+70.21K

0.09%

Aaron Wealth Advisors LLC

1.61M

Jun 30, 26

+74.20K

0.09%

FIRST BUSINESS FINANCIAL SERVICES, INC.

1.57M

Jun 30, 26

+11.53K

0.08%

Equitable Holdings, Inc.

1.55M

Jun 30, 26

+37.35K

0.08%

TIAA TRUST, NATIONAL ASSOCIATION

1.52M

Jun 30, 26

-20.50K

0.08%

Sanctuary Advisors, LLC

1.52M

Jun 30, 26

+134.85K

0.08%

Steward Partners Investment Advisory, LLC

1.50M

Jun 30, 26

-1.40M

0.08%

AE Wealth Management LLC

1.49M

Jun 30, 26

+179.90K

0.08%

ALESCO ADVISORS LLC

1.45M

Jun 30, 26

-32.20K

0.08%

Facet Wealth, Inc.

1.43M

Jun 30, 26

-34.79K

0.08%

Wealthquest Corp

1.42M

Jun 30, 26

-15.49K

0.08%

First Financial Bank - Trust Division

1.41M

Jun 30, 26

+35.90K

0.07%

Lido Advisors, LLC

1.40M

Jun 30, 26

+70.41K

0.07%

NewEdge Advisors, LLC

1.39M

Jun 30, 26

+35.76K

0.07%

CAPTRUST FINANCIAL ADVISORS

1.39M

Jun 30, 26

+37.90K

0.07%

UMB Bank, n.a.

1.38M

Jun 30, 26

+23.91K

0.07%

RITHOLTZ WEALTH MANAGEMENT

1.37M

Jun 30, 26

+29.55K

0.07%

Cambridge Investment Research Advisors, Inc.

1.37M

Jun 30, 26

-187.83K

0.07%

Capital Analysts, LLC

1.34M

Jun 30, 26

+21.90K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

1.34M

Jun 30, 26

+32.53K

0.07%

Parcion Private Wealth LLC

1.33M

Jun 30, 26

-429.73K

0.07%

RMB Capital Management, LLC

1.29M

Jun 30, 26

+97.79K

0.07%

Gotham Asset Management, LLC

1.29M

Jun 30, 26

-26.72K

0.07%

SigFig Wealth Management, LLC

1.28M

Jun 30, 26

+12.79K

0.07%

Fifth Third Wealth Advisors LLC

1.24M

Jun 30, 26

+25.38K

0.07%

Alaska Permanent Capital Management

1.23M

Jun 30, 26

-5.55K

0.06%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.22M

Jun 30, 26

-548.00K

0.06%

Sixth Street Partners Management Company, L.P.

1.22M

Jun 30, 26

+1.22M

0.06%

RKL Wealth Management LLC

1.21M

Jun 30, 26

+19.12K

0.06%

FIRST FOUNDATION ADVISORS

1.19M

Jun 30, 26

+90.34K

0.06%

Wedmont Private Capital

1.19M

Jun 30, 26

+30.63K

0.06%

Valeo Financial Advisors, LLC

1.17M

Jun 30, 26

+37.76K

0.06%

Arkos Global Advisors

1.16M

Jun 30, 26

+70.52K

0.06%

Miracle Mile Advisors, LLC

1.15M

Jun 30, 26

+81.01K

0.06%

Mirae Asset Global Investments Co., Ltd.

1.15M

Jun 30, 26

-77.66K

0.06%

Global Strategic Investment Solutions, LLC

1.14M

Jun 30, 26

-2.70K

0.06%

Bangor Savings Bank

1.14M

Jun 30, 26

+14.70K

0.06%

FORM Wealth Advisors, LLC

1.13M

Jun 30, 26

-211.85K

0.06%

Dixon Mitchell Investment Counsel Inc.

1.11M

Jun 30, 26

-1.36M

0.06%

BROWN ADVISORY INC

1.10M

Jun 30, 26

+246.86K

0.06%

AXIOM INVESTORS LLC /DE

1.10M

Jun 30, 26

-104.60K

0.06%

Clearstead Advisors, LLC

1.10M

Jun 30, 26

+65.16K

0.06%

REGIONS FINANCIAL CORP

1.09M

Jun 30, 26

+139.66K

0.06%

HSBC HOLDINGS PLC

1.09M

Jun 30, 26

-31.53K

0.06%

Callan Family Office, LLC

1.09M

Jun 30, 26

+79.28K

0.06%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

1.08M

Jun 30, 26

+47.56K

0.06%

Truepoint, Inc.

1.07M

Jun 30, 26

-65.17K

0.06%

DAVENPORT & Co LLC

1.06M

Jun 30, 26

+144.12K

0.06%

TWIN FOCUS CAPITAL PARTNERS, LLC

1.05M

Jun 30, 26

+8.75K

0.06%

FIRST NATIONAL TRUST CO

1.04M

Jun 30, 26

+14.43K

0.06%

Diversified Trust Co

1.03M

Jun 30, 26

+16.29K

0.05%

Rehmann Capital Advisory Group

1.03M

Jun 30, 26

+26.32K

0.05%

Legacy Edge Advisors, LLC

1.03M

Jun 30, 26

+20.19K

0.05%

MAKENA CAPITAL MANAGEMENT LLC

1.02M

Jun 30, 26

-60.00K

0.05%

Graves Light Lenhart Wealth, Inc.

1.01M

Jun 30, 26

+55.12K

0.05%

ASPIRIANT, LLC

1.01M

Jun 30, 26

+23.92K

0.05%

Klingman & Associates, LLC

1.00M

Jun 30, 26

+44.82K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

993.55K

Jun 30, 26

-94.70K

0.05%

Beacon Pointe Advisors, LLC

987.42K

Jun 30, 26

+109.86K

0.05%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

966.29K

Jun 30, 26

+46.42K

0.05%

Financiere des Professionnels - Fonds d,investissement inc.

963.75K

Jun 30, 26

+14.90K

0.05%

Fragasso Group Inc.

958.09K

Jun 30, 26

+33.26K

0.05%

Strategic Investment Advisors / MI

954.69K

Jun 30, 26

+144.00K

0.05%

Brookstone Capital Management

950.20K

Jun 30, 26

-85.06K

0.05%

Texas Capital Bank Wealth Management Services Inc

939.48K

Jun 30, 26

+191.10K

0.05%

AMG National Trust Bank

933.43K

Jun 30, 26

-22.66K

0.05%

Concurrent Investment Advisors, LLC

932.38K

Jun 30, 26

+224.24K

0.05%

FIRST HAWAIIAN BANK

920.61K

Jun 30, 26

-6.09K

0.05%

Planning Project LLC

914.24K

Jun 30, 26

+914.24K

0.05%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

909.00K

Jun 30, 26

+26.46K

0.05%

True Link Financial Advisors, LLC

890.18K

Jun 30, 26

+21.20K

0.05%

FLOW TRADERS U.S. LLC

886.47K

Jun 30, 26

+886.47K

0.05%

QUADRANT CAPITAL GROUP LLC

885.70K

Jun 30, 26

+28.56K

0.05%

CATALYST FINANCIAL PARTNERS LLC

864.30K

Jun 30, 26

+57.91K

0.05%

Kestra Advisory Services, LLC

861.73K

Jun 30, 26

-14.30K

0.05%

CX Institutional

861.67K

Jun 30, 26

-124.08K

0.05%

Wealthspire Advisors, LLC

831.01K

Jun 30, 26

+42.53K

0.04%

Ironwood Wealth Management, LLC.

830.39K

Jun 30, 26

-30.57K

0.04%

Disciplina Capital Management LLC

814.32K

Jun 30, 26

-73.19K

0.04%

Nationwide Fund Advisors

811.89K

Jun 30, 26

-1.60M

0.04%

ACADIAN ASSET MANAGEMENT LLC

811.55K

Jun 30, 26

+71.22K

0.04%

BAILARD, INC.

808.65K

Jun 30, 26

-2.32K

0.04%

BLAIR WILLIAM & CO/IL

806.82K

Jun 30, 26

-116.16K

0.04%

Midwest Trust Co

802.02K

Jun 30, 26

+54.13K

0.04%

Venturi Wealth Management, LLC

789.09K

Jun 30, 26

-434.25K

0.04%

AlphaCore Capital LLC

787.89K

Jun 30, 26

+171.25K

0.04%

SNS Financial Group, LLC

784.27K

Jun 30, 26

+784.27K

0.04%

Robertson Stephens Wealth Management, LLC

782.73K

Jun 30, 26

-18.75K

0.04%

Opus Capital Group, LLC

782.08K

Jun 30, 26

+1.63K

0.04%

Roth Financial Partners LLC

763.65K

Jun 30, 26

+22.97K

0.04%

Turtle Creek Wealth Advisors, LLC

761.62K

Jun 30, 26

+105.47K

0.04%

Resources Investment Advisors, LLC.

753.81K

Jun 30, 26

+22.11K

0.04%

RMR Wealth Builders

753.13K

Jun 30, 26

+58.66K

0.04%

Private Wealth Asset Management, LLC

752.94K

Jun 30, 26

+36.26K

0.04%

Ohio National Investments, Inc.

742.11K

Jun 30, 26

-37.39K

0.04%

Bleakley Financial Group, LLC

739.59K

Jun 30, 26

+55.87K

0.04%

INTRUST BANK NA

737.29K

Jun 30, 26

-17.97K

0.04%

NOTTINGHAM ADVISORS, INC.

730.46K

Jun 30, 26

-123.49K

0.04%

Rockbridge Investment Management, LCC

729.31K

Jun 30, 26

+28.48K

0.04%

CONDOR CAPITAL MANAGEMENT

707.31K

Jun 30, 26

+61.80K

0.04%

Orgel Wealth Management, LLC

706.88K

Jun 30, 26

+4.49K

0.04%

AQR CAPITAL MANAGEMENT LLC

692.56K

Jun 30, 26

+241.91K

0.04%

Cabot-Wellington, LLC

689.95K

Jun 30, 26

-21.10K

0.04%

Jordan Park Group LLC

686.23K

Jun 30, 26

+31.31K

0.04%

Southern Farm Bureau Life Insurance

685.19K

Jun 30, 26

0.04%

Integrated Wealth Concepts LLC

661.62K

Jun 30, 26

-40.05K

0.04%

Crewe Advisors LLC

660.19K

Jun 30, 26

+46.36K

0.03%

71 West Capital Partners

656.89K

Jun 30, 26

+187.00K

0.03%

WADDELL & ASSOCIATES, LLC

654.51K

Jun 30, 26

+7.10K

0.03%

Brickley Wealth Management

653.90K

Jun 30, 26

+40.29K

0.03%

Colony Family Offices, LLC

652.46K

Jun 30, 26

+178

0.03%

GREAT LAKES ADVISORS, LLC

650.06K

Jun 30, 26

+11.41K

0.03%

Northwest Quadrant Wealth Management, LLC

649.06K

Jun 30, 26

+16.59K

0.03%

Parallel Advisors, LLC

639.58K

Jun 30, 26

-26.02K

0.03%

CAPE COD FIVE CENTS SAVINGS BANK

638.06K

Jun 30, 26

+638.06K

0.03%

MASON STREET ADVISORS, LLC

634.75K

Jun 30, 26

-76.24K

0.03%

Leverty Financial Group, LLC

633.64K

Jun 30, 26

+20.10K

0.03%

Brinker Capital Investments, LLC

623.04K

Jun 30, 26

-46.75K

0.03%

LBMC INVESTMENT ADVISORS, LLC

622.62K

Jun 30, 26

+27.46K

0.03%

NEW ENGLAND ASSET MANAGEMENT INC

609.07K

Jun 30, 26

+3.85K

0.03%

Farther Finance Advisors, LLC

607.76K

Jun 30, 26

-26.56K

0.03%

Crestwood Advisors Group LLC

603.71K

Jun 30, 26

+6.17K

0.03%

WHITTIER TRUST CO OF NEVADA INC

596.26K

Jun 30, 26

+17.17K

0.03%

Parkside Investments, LLC

594.05K

Jun 30, 26

-2.01K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

587.91K

Jun 30, 26

-11.00K

0.03%

Ledyard National Bank

582.04K

Jun 30, 26

-9.76K

0.03%

Fusion Family Wealth LLC

576.90K

Jun 30, 26

-7.77K

0.03%

PRINCIPAL SECURITIES, INC.

575.93K

Jun 30, 26

-62.41K

0.03%

WHITTIER TRUST CO

571.06K

Jun 30, 26

+38.66K

0.03%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

564.84K

Jun 30, 26

+30.90K

0.03%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

560.00K

Jun 30, 26

0.03%

COMMERCE BANK

555.22K

Jun 30, 26

+24.10K

0.03%

BANK OF HAWAII

545.28K

Jun 30, 26

-20.84K

0.03%

Stash Investments, LLC

544.04K

Jun 30, 26

+31.43K

0.03%

Summit Financial, LLC

543.44K

Jun 30, 26

-22.79K

0.03%

Wescott Financial Advisory Group, LLC

541.42K

Jun 30, 26

+31.76K

0.03%

Alaska Wealth Advisors

540.30K

Jun 30, 26

+12.57K

0.03%

BOK Financial Private Wealth, Inc.

539.46K

Jun 30, 26

-6.71K

0.03%

SVB WEALTH LLC

535.68K

Jun 30, 26

+27.30K

0.03%

Shepherd Financial Partners LLC

534.51K

Jun 30, 26

-52.27K

0.03%

MCF Advisors LLC

533.98K

Jun 30, 26

+157.77K

0.03%

Revolve Wealth Partners, LLC

532.59K

Jun 30, 26

+10.10K

0.03%

Smartleaf Asset Management LLC

530.62K

Jun 30, 26

0.03%

CAPITAL PERFORMANCE ADVISORS LLP

529.63K

Jun 30, 26

+33.51K

0.03%

Evergreen Wealth Solutions, LLC

527.52K

Jun 30, 26

+67.17K

0.03%

PACIFIC CAPITAL WEALTH ADVISORS, INC

518.41K

Jun 30, 26

+19.00K

0.03%

Apella Capital, LLC

513.62K

Jun 30, 26

+26.45K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

504.85K

Jun 30, 26

-5.27K

0.03%

ISTHMUS PARTNERS, LLC

504.02K

Jun 30, 26

-6.81K

0.03%

Global Wealth Strategies & Associates

503.82K

Jun 30, 26

+17.03K

0.03%

CUTLER INVESTMENT COUNSEL LLC

497.53K

Jun 30, 26

+6.71K

0.03%

Octavia Wealth Advisors, LLC

495.56K

Jun 30, 26

+35.72K

0.03%

VICUS CAPITAL

495.22K

Jun 30, 26

+7.42K

0.03%

Galvin, Gaustad & Stein, LLC

492.12K

Jun 30, 26

+11.05K

0.03%

Bishop & Co Investment Management, LLC

491.81K

Jun 30, 26

+3.29K

0.03%

BLB&B Advisors, LLC

491.22K

Jun 30, 26

+8.10K

0.03%

Atria Investments, Inc

491.19K

Jun 30, 26

-65.17K

0.03%

Abundance Wealth Counselors

481.05K

Jun 30, 26

+221.88K

0.03%

1832 Asset Management L.P.

480.72K

Jun 30, 26

-696.53K

0.03%

HANCOCK WHITNEY CORP

473.78K

Jun 30, 26

-61.43K

0.03%

Probity Advisors, Inc.

466.36K

Jun 30, 26

+5.68K

0.02%

CBM Financial, LLC

465.36K

Jun 30, 26

+17.05K

0.02%

Archford Capital Strategies, LLC

462.64K

Jun 30, 26

+30.66K

0.02%

CI INVESTMENTS INC.

455.86K

Jun 30, 26

-427.58K

0.02%

Mesirow Financial Investment Management, Inc.

453.49K

Jun 30, 26

+13.87K

0.02%

Merit Financial Group, LLC

451.86K

Jun 30, 26

-89.63K

0.02%

Fort Point Capital Partners LLC

450.99K

Jun 30, 26

+26.14K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

448.67K

Jun 30, 26

+4.06K

0.02%

CITIGROUP INC

445.71K

Jun 30, 26

+22.29K

0.02%

Waverly Advisors, LLC

444.85K

Jun 30, 26

+128.44K

0.02%

Center for Financial Planning, Inc.

433.66K

Jun 30, 26

-1.97K

0.02%

BUFFALO BUSINESS & ESTATE SERVICES LTD

432.60K

Jun 30, 26

-15.73K

0.02%

Acropolis Investment Management, LLC

429.20K

Jun 30, 26

-20.38K

0.02%

Savant Capital, LLC

425.34K

Jun 30, 26

+189.23K

0.02%

Smith & Howard Wealth Management, LLC

421.64K

Jun 30, 26

+7.48K

0.02%

Empire Life Investments Inc.

421.50K

Jun 30, 26

+36.21K

0.02%

Global Retirement Partners, LLC

419.08K

Jun 30, 26

+419.08K

0.02%

Vestmark Advisory Solutions, Inc.

418.28K

Jun 30, 26

+36.03K

0.02%

SCOTIA CAPITAL INC.

413.67K

Jun 30, 26

+33.41K

0.02%

STERLING INVESTMENT ADVISORS LLC /ADV

412.09K

Jun 30, 26

+8.27K

0.02%

MASSMUTUAL TRUST CO FSB/ADV

405.07K

Jun 30, 26

+26.33K

0.02%

Affiance Financial, LLC

404.97K

Jun 30, 26

+24.01K

0.02%

Heck Capital Advisors, LLC

404.87K

Jun 30, 26

-11.05K

0.02%

Bull Oak Capital, LLC

403.03K

Jun 30, 26

+21.12K

0.02%

Resonant Capital Advisors, LLC

402.02K

Jun 30, 26

-4.31K

0.02%

Private Advisor Group, LLC

399.23K

Jun 30, 26

-64.22K

0.02%

Stratos Wealth Partners, LTD.

397.50K

Jun 30, 26

+2.48K

0.02%

Cranbrook Wealth Management, LLC

396.05K

Jun 30, 26

+716

0.02%

Pinnacle Financial Partners, Inc.

391.22K

Jun 30, 26

+13.89K

0.02%

Ritter Daniher Financial Advisory LLC / DE

388.89K

Jun 30, 26

+3.71K

0.02%

Pathway Financial Advisors LLC

388.51K

Jun 30, 26

+20.50K

0.02%

Bare Financial Services, Inc

387.40K

Jun 30, 26

+7.19K

0.02%

Dynamic Advisor Solutions LLC

386.99K

Jun 30, 26

+31.29K

0.02%

BRANDYWINE OAK PRIVATE WEALTH LLC

384.86K

Jun 30, 26

+9.69K

0.02%

Geneos Wealth Management Inc.

382.33K

Jun 30, 26

+741

0.02%

Purpose Unlimited Inc.

379.05K

Jun 30, 26

+14.70K

0.02%

Grove Bank & Trust

376.42K

Jun 30, 26

+42.67K

0.02%

CFO4Life Group, LLC

375.85K

Jun 30, 26

-3.34K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

374.43K

Jun 30, 26

+15.11K

0.02%

McKinley Carter Wealth Services, Inc.

368.45K

Jun 30, 26

-8.22K

0.02%

Mount Yale Investment Advisors, LLC

367.63K

Jun 30, 26

-1.31K

0.02%

Urban Financial Advisory Corp

362.73K

Jun 30, 26

+227.19K

0.02%

NewEdge Wealth, LLC

362.47K

Jun 30, 26

+5.37K

0.02%

PARK AVENUE SECURITIES LLC

362.18K

Jun 30, 26

-77.78K

0.02%

Berkshire Bank

360.83K

Jun 30, 26

-5.34K

0.02%

Shoker Investment Counsel, Inc.

360.05K

Jun 30, 26

+17.36K

0.02%

Portland Global Advisors LLC

358.50K

Jun 30, 26

+6.25K

0.02%

Financial Engines Advisors L.L.C.

357.04K

Jun 30, 26

-2.56K

0.02%

Tennessee Valley Asset Management Partners

354.01K

Jun 30, 26

+8.87K

0.02%

Iowa State Bank

352.92K

Jun 30, 26

+7.49K

0.02%

Pensionmark Financial Group, LLC

348.59K

Jun 30, 26

-14.88K

0.02%

Venture Visionary Partners LLC

348.08K

Jun 30, 26

+72.09K

0.02%

SIMON QUICK ADVISORS, LLC

347.50K

Jun 30, 26

-4.20K

0.02%

Liquid Strategies, LLC

347.34K

Jun 30, 26

+55.07K

0.02%

Ironsides Asset Advisors, LLC

346.38K

Jun 30, 26

+3.67K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

345.59K

Jun 30, 26

+19.97K

0.02%

Ancora Advisors, LLC

345.30K

Jun 30, 26

+16.81K

0.02%

Marion Wealth Management

343.71K

Jun 30, 26

+4.73K

0.02%

JFS WEALTH ADVISORS, LLC

342.64K

Jun 30, 26

-1.57K

0.02%

New Perspectives, Inc

342.52K

Jun 30, 26

+15.30K

0.02%

MTC Wealth Management LLC

342.33K

Jun 30, 26

-5.11K

0.02%

OLD NATIONAL BANCORP /IN/

341.81K

Jun 30, 26

+8.65K

0.02%

AMERICAN CENTURY COMPANIES INC

338.80K

Jun 30, 26

-49.30K

0.02%

Towercrest Capital Management

331.64K

Jun 30, 26

+37.30K

0.02%

Coastline Trust Co

331.53K

Jun 30, 26

+8.34K

0.02%

Tull Financial Group, Inc.

330.00K

Jun 30, 26

+10.03K

0.02%

Empowered Funds, LLC

329.15K

Jun 30, 26

-3.03K

0.02%

ELEMENT POINTE ADVISORS, LLC

328.75K

Jun 30, 26

+11.60K

0.02%

Sovereign Investment Advisors, LLC

326.44K

Jun 30, 26

+5.21K

0.02%

Regent Peak Wealth Advisors LLC

322.72K

Jun 30, 26

+4.92K

0.02%

Conrad N. Hilton Foundation

320.99K

Jun 30, 26

0.02%

Community Bank, N.A.

319.92K

Jun 30, 26

-16.16K

0.02%

Dean, Jacobson Financial Services, LLC

319.30K

Jun 30, 26

-2.92K

0.02%

Spire Wealth Management

319.12K

Jun 30, 26

+2.66K

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

318.83K

Jun 30, 26

+10.43K

0.02%

WASHINGTON TRUST Co

318.67K

Jun 30, 26

+2.07K

0.02%

MV CAPITAL MANAGEMENT, INC.

318.52K

Jun 30, 26

+31.55K

0.02%

GHP Investment Advisors, Inc.

317.11K

Jun 30, 26

+7.60K

0.02%

Perigon Wealth Management, LLC

316.75K

Jun 30, 26

+78.39K

0.02%

MBL Wealth, LLC

316.15K

Jun 30, 26

+3.29K

0.02%

RPTC Inc.

315.89K

Jun 30, 26

+4.39K

0.02%

iA Global Asset Management Inc.

313.95K

Jun 30, 26

-22.51K

0.02%

Capital Investment Advisors, LLC

311.19K

Jun 30, 26

+483

0.02%

Twele Capital Management, Inc.

305.12K

Jun 30, 26

+5.39K

0.02%

NATIONAL BANK OF CANADA /FI/

301.19K

Jun 30, 26

-106.75K

0.02%

Vise Technologies, Inc.

299.99K

Jun 30, 26

+110.13K

0.02%

Salus Financial Advisors, LLC

298.64K

Jun 30, 26

+32.95K

0.02%

DT Investment Partners, LLC

293.89K

Jun 30, 26

+2.47K

0.02%

West Financial Advisors, LLC

290.06K

Jun 30, 26

+4.09K

0.02%

ENCOMPASS WEALTH ADVISORS, LLC

289.42K

Jun 30, 26

+11.27K

0.02%

Strategies Wealth Advisors, LLC

289.18K

Jun 30, 26

-42.26K

0.02%

Quantinno Capital Management LP

287.24K

Jun 30, 26

+45.63K

0.02%

Montis Financial, LLC

286.76K

Jun 30, 26

-5.16K

0.02%

Tarbox Family Office, Inc.

285.92K

Jun 30, 26

-6.23K

0.02%

Northwest & Ethical Investments L.P.

284.87K

Jun 30, 26

+284.87K

0.02%

Great Diamond Partners, LLC

284.12K

Jun 30, 26

+1.73K

0.02%

ASSOCIATED BANC-CORP

283.38K

Jun 30, 26

+2.95K

0.01%

Atlantic Edge Private Wealth Management, LLC

282.36K

Jun 30, 26

-8.53K

0.01%

CIBC Bancorp USA Inc.

282.26K

Jun 30, 26

+63.41K

0.01%

Adviser Investments LLC

280.24K

Jun 30, 26

+132.42K

0.01%

NICOLET BANKSHARES INC

278.22K

Jun 30, 26

+1.25K

0.01%

Pine Ridge Advisers LLC

275.90K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

273.40K

Jun 30, 26

-106

0.01%

Rialto Wealth Management, LLC

272.92K

Jun 30, 26

+18.17K

0.01%

WEST PACES ADVISORS INC.

270.56K

Jun 30, 26

+5.08K

0.01%

IFG Advisory, LLC

267.14K

Jun 30, 26

+267.14K

0.01%

NorthLanding Financial Partners, LLC

266.78K

Jun 30, 26

+8.33K

0.01%

FOSTER DYKEMA CABOT & PARTNERS, LLC

266.09K

Jun 30, 26

-7.72K

0.01%

10Elms LLP

265.47K

Jun 30, 26

+78.25K

0.01%

S. R. Schill & Associates

265.38K

Jun 30, 26

+19.78K

0.01%

IEQ CAPITAL, LLC

261.37K

Jun 30, 26

-6.81K

0.01%

Broadview Financial Management, LLC

260.50K

Jun 30, 26

+2.36K

0.01%

BECKER CAPITAL MANAGEMENT INC

259.66K

Jun 30, 26

+6.70K

0.01%

WLTH Capital Management, LLC

259.37K

Jun 30, 26

+50.44K

0.01%

INSPIRE TRUST CO, N.A.

259.00K

Jun 30, 26

0.01%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

258.90K

Jun 30, 26

-74.98K

0.01%

One Capital Management, LLC

258.80K

Jun 30, 26

0.01%

Gallagher Fiduciary Advisors, LLC

257.23K

Jun 30, 26

+37.98K

0.01%

MONEY CONCEPTS CAPITAL CORP

257.12K

Jun 30, 26

+10.68K

0.01%

Apollon Wealth Management, LLC

256.51K

Jun 30, 26

+9.19K

0.01%

LAZARD ASSET MANAGEMENT LLC

255.54K

Jun 30, 26

-6.56K

0.01%

LCNB CORP

255.28K

Jun 30, 26

+2.75K

0.01%

Hudson Capital Management LLC

254.97K

Jun 30, 26

-1.61K

0.01%

Martel Wealth Advisors Inc

254.77K

Jun 30, 26

-4.49K

0.01%

NEPC LLC

253.19K

Jun 30, 26

+18

0.01%

WCG Wealth Advisors LLC

252.99K

Jun 30, 26

+2.67K

0.01%

FIRST MANHATTAN CO. LLC.

251.76K

Jun 30, 26

+68.19K

0.01%

SRS Capital Advisors, Inc.

251.18K

Jun 30, 26

+198.39K

0.01%

INSTRUMENTAL WEALTH, LLC

249.69K

Jun 30, 26

+13.58K

0.01%

Atomi Financial Group, Inc.

249.62K

Jun 30, 26

+2.49K

0.01%

PRIVATE CLIENT SERVICES, LLC

249.50K

Jun 30, 26

+17.74K

0.01%

Astra Wealth Partners LLC

248.37K

Jun 30, 26

+11.52K

0.01%

HIGHLINE WEALTH PARTNERS LLC

247.78K

Jun 30, 26

+30.26K

0.01%

Ashton Thomas Private Wealth, LLC

247.65K

Jun 30, 26

+1.01K

0.01%

MYCIO WEALTH PARTNERS, LLC

247.42K

Jun 30, 26

+2.87K

0.01%

Waterway Wealth Management, LLC

247.31K

Jun 30, 26

-14.58K

0.01%

Legacy Wealth Partners, LLC

246.99K

Jun 30, 26

-26.51K

0.01%

Sowell Financial Services LLC

246.22K

Jun 30, 26

+2.62K

0.01%

Mann Financial Group, Inc.

245.06K

Jun 30, 26

+1.16K

0.01%

Guidance Point Advisors, LLC

240.82K

Jun 30, 26

+5.90K

0.01%

Texas Yale Capital Corp.

240.15K

Jun 30, 26

+1.93K

0.01%

ROGCO, LP

239.38K

Jun 30, 26

+2.50K

0.01%

Marble Wealth, LLC

239.30K

Jun 30, 26

+11.00K

0.01%

SIGMA INVESTMENT COUNSELORS INC

236.65K

Jun 30, 26

-12.56K

0.01%

Strategic Point Investment Advisors, LLC

235.58K

Jun 30, 26

+3.76K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

235.42K

Jun 30, 26

+3.98K

0.01%

HILLMAN CO

234.48K

Jun 30, 26

-163.95K

0.01%

IFP Advisors, Inc

233.92K

Jun 30, 26

+12.68K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

233.40K

Jun 30, 26

-325.64K

0.01%

Gladstone Institutional Advisory LLC

230.89K

Jun 30, 26

+6.40K

0.01%

TORONTO DOMINION BANK

230.53K

Jun 30, 26

+183.90K

0.01%

WEBSTER BANK, N. A.

229.80K

Jun 30, 26

-1.25K

0.01%

SOUTHERN CAPITAL ADVISORS, LLC

229.45K

Jun 30, 26

+18.27K

0.01%

WealthPlan Investment Management, LLC

227.67K

Jun 30, 26

+36.29K

0.01%

Petix & Botte Co

227.40K

Jun 30, 26

+14.26K

0.01%

Caprock Group, LLC

227.07K

Jun 30, 26

+42.46K

0.01%

Conservest Capital Advisors, Inc.

227.05K

Jun 30, 26

+4.28K

0.01%

LPWM LLC

226.64K

Jun 30, 26

+12.65K

0.01%

Umpqua Bank

225.68K

Jun 30, 26

+50.90K

0.01%

St. Clair Advisors, LLC

225.42K

Jun 30, 26

+85.96K

0.01%

Shelter Ins Retirement Plan

224.26K

Jun 30, 26

0.01%

Wealth Architects, LLC

222.99K

Jun 30, 26

-3.11K

0.01%

HB Wealth Management, LLC

221.95K

Jun 30, 26

+5.23K

0.01%

Single Point Partners, LLC

219.72K

Jun 30, 26

+4.29K

0.01%

Global Wealth Management Investment Advisory, Inc.

218.53K

Jun 30, 26

+8.79K

0.01%

LINCOLN CAPITAL CORP

217.39K

Jun 30, 26

+3.06K

0.01%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

216.32K

Jun 30, 26

-3.88K

0.01%

ERn Financial, LLC

216.22K

Jun 30, 26

+6.78K

0.01%

Argent Advisors, Inc.

216.09K

Jun 30, 26

+4.55K

0.01%

Coastal Bridge Advisors, LLC

215.45K

Jun 30, 26

+41.25K

0.01%

Crescent Grove Advisors, LLC

214.66K

Jun 30, 26

+5.91K

0.01%

BAHL & GAYNOR INC

214.33K

Jun 30, 26

+4.52K

0.01%

Core Wealth Advisors, Inc.

214.31K

Jun 30, 26

+3.79K

0.01%

First Citizens Asset Management, Inc.

212.16K

Jun 30, 26

-19.96K

0.01%

Fairway Wealth LLC

211.59K

Jun 30, 26

+4.11K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

210.04K

Jun 30, 26

+5.98K

0.01%

Integrated Investment Consultants, LLC

209.55K

Jun 30, 26

+7.73K

0.01%

Integrated Advisors Network LLC

209.48K

Jun 30, 26

+9.01K

0.01%

CIBC Asset Management Inc

208.55K

Jun 30, 26

+208.55K

0.01%

McAdam, LLC

208.55K

Jun 30, 26

-18.68K

0.01%

Ullmann Wealth Partners Group, LLC

206.50K

Jun 30, 26

-2.61K

0.01%

Enclave Advisors LLC

206.34K

Jun 30, 26

+10.03K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

204.76K

Jun 30, 26

+766

0.01%

SkyOak Wealth, LLC

204.04K

Jun 30, 26

+12.29K

0.01%

James J. Burns & Company, LLC

202.47K

Jun 30, 26

+10.30K

0.01%

ALONGSIDE, LLC

201.17K

Jun 30, 26

+201.17K

0.01%

49 WEALTH MANAGEMENT, LLC

201.17K

Jun 30, 26

-1.59M

0.01%

GLENMEDE TRUST CO NA

199.76K

Jun 30, 26

+23.88K

0.01%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

199.41K

Jun 30, 26

0.01%

WBH ADVISORY INC

199.32K

Jun 30, 26

-17.29K

0.01%

Consolidated Portfolio Review Corp

199.25K

Jun 30, 26

0.01%

Wick Capital Partners, LLC

198.29K

Jun 30, 26

+30.12K

0.01%

Advisory Services Network, LLC

196.39K

Jun 30, 26

+28.96K

0.01%

Manhattan West Asset Management, LLC

194.28K

Jun 30, 26

+6.87K

0.01%

FIRST MERCHANTS CORP

194.22K

Jun 30, 26

+6.67K

0.01%

SHRIER WEALTH MANAGEMENT, LLC

194.01K

Jun 30, 26

+8.31K

0.01%

Federation des caisses Desjardins du Quebec

193.13K

Jun 30, 26

+14.78K

0.01%

Aspect Partners, LLC

191.62K

Jun 30, 26

+17.35K

0.01%

LOWE BROCKENBROUGH & CO INC

191.26K

Jun 30, 26

-5.79K

0.01%

Bennett Associates Wealth Management

190.05K

Jun 30, 26

+24.85K

0.01%

PDS Planning, Inc

188.30K

Jun 30, 26

+1.06K

0.01%

Koesten, Hirschmann & Crabtree, INC.

187.23K

Jun 30, 26

+6.43K

0.01%

Atlantic Union Bankshares Corp

185.32K

Jun 30, 26

+28.55K

0.01%

Savvy Advisors, Inc.

183.41K

Jun 30, 26

+3.09K

0.01%

Conrad Siegel Investment Advisors, Inc.

182.16K

Jun 30, 26

-337.74K

0.01%

SageView Advisory Group, LLC

181.32K

Jun 30, 26

-2.78K

0.01%

SAGE RHINO CAPITAL LLC

179.36K

Jun 30, 26

-11.11K

0.01%

MATRIX PRIVATE CAPITAL GROUP LLC

178.92K

Jun 30, 26

+5.80K

0.01%

Royal Harbor Partners, LLC

178.47K

Jun 30, 26

-2.60K

0.01%

GUIDANCE CAPITAL, INC

178.25K

Jun 30, 26

+4.05K

0.01%

Certified Advisory Corp

176.39K

Jun 30, 26

+4.21K

0.01%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

176.25K

Jun 30, 26

+29.84K

0.01%

Next Capital Management LLC

176.06K

Jun 30, 26

+16.31K

0.01%

TECTONIC ADVISORS LLC

174.34K

Jun 30, 26

+10.05K

0.01%

Trajan Wealth LLC

174.24K

Jun 30, 26

+280

0.01%

Field & Main Bank

174.08K

Jun 30, 26

+51.21K

0.01%

Per Stirling Capital Management, LLC.

173.75K

Jun 30, 26

+1.47K

0.01%

Cassilly Financial Group LLC

173.75K

Jun 30, 26

+8.98K

0.01%

Main Management LLC

173.58K

Jun 30, 26

-612

0.01%

Trek Financial, LLC

173.40K

Jun 30, 26

-140.19K

0.01%

Meridian Wealth Management, LLC

172.92K

Jun 30, 26

+24.69K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

172.85K

Jun 30, 26

+143.72K

0.01%

Alliance Wealth Management Group

172.21K

Jun 30, 26

+28.59K

0.01%

Scarborough Advisors, LLC

171.56K

Jun 30, 26

+25.65K

0.01%

Topel & Distasi Wealth Management, LLC

170.32K

Jun 30, 26

-2.30K

0.01%

Northside Capital Management, LLC

169.66K

Jun 30, 26

+1.41K

0.01%

FLYWHEEL PRIVATE WEALTH LLC

168.94K

Jun 30, 26

+12.33K

0.01%

P/E Global LLC

168.84K

Jun 30, 26

+3.43K

0.01%

Summit Trail Advisors, LLC

168.43K

Jun 30, 26

+3.40K

0.01%

GoalVest Advisory LLC

168.36K

Jun 30, 26

+17.32K

0.01%

RIVERSEDGE ADVISORS, LLC

167.70K

Jun 30, 26

-3.04K

0.01%

MARQUETTE ASSOCIATES, INC.

167.14K

Jun 30, 26

-14.45K

0.01%

Aspen Wealth Strategies, LLC

166.87K

Jun 30, 26

+5.66K

0.01%

PROATHLETE WEALTH MANAGEMENT LLC

166.36K

Jun 30, 26

-2.11K

0.01%

STEPHENS GROUP ASSET MANAGEMENT, LLC

165.78K

Jun 30, 26

+103

0.01%

Summit Rock Advisors, LP

165.76K

Jun 30, 26

-10.68K

0.01%

FORVIS Wealth Advisors, LLC

165.50K

Jun 30, 26

-8.73K

0.01%

NORTHCAPE WEALTH MANAGEMENT, LLC

163.97K

Jun 30, 26

-2.81K

0.01%

Regal Investment Advisors LLC

163.42K

Jun 30, 26

-2.46K

0.01%

FIRST NATIONAL BANK OF OMAHA

162.75K

Jun 30, 26

+29.99K

0.01%

Sequoia Financial Advisors, LLC

162.25K

Jun 30, 26

-18.38K

0.01%

Fidelis Capital Partners, LLC

162.17K

Jun 30, 26

+11.31K

0.01%

Beirne Wealth Consulting Services, LLC

161.45K

Jun 30, 26

+3.76K

0.01%

Strive Financial Group ,LLC

161.44K

Jun 30, 26

+76.79K

0.01%

Shelter Mutual Insurance Co

160.57K

Jun 30, 26

0.01%

STRATEGIC INVESTMENT MANAGEMENT, LLC

160.55K

Jun 30, 26

-7.38K

0.01%

SOUTH PLAINS FINANCIAL, INC.

159.03K

Jun 30, 26

-353

0.01%

Adaptive Financial Consulting, LLC

157.97K

Jun 30, 26

+2.92K

0.01%

Carbahal Olsen Financial Services Group, LLC

157.95K

Jun 30, 26

+1.68K

0.01%

Buckingham Strategic Partners

156.98K

Jun 30, 26

+91.69K

0.01%

Brooklyn FI, LLC

156.90K

Jun 30, 26

-4.98K

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

156.55K

Jun 30, 26

-7.94K

0.01%

VISTA FINANCE, LLC

155.62K

Jun 30, 26

+112.53K

0.01%

ANDERSON HOAGLAND & CO

154.88K

Jun 30, 26

-315

0.01%

SlateStone Wealth, LLC

154.84K

Jun 30, 26

+5.09K

0.01%

COURIER CAPITAL LLC

153.83K

Jun 30, 26

-1.27K

0.01%

Allen Investment Management LLC

153.82K

Jun 30, 26

-187.38K

0.01%

Rossmore Private Capital

153.82K

Jun 30, 26

+14.94K

0.01%

YHB Investment Advisors, Inc.

153.21K

Jun 30, 26

-896

0.01%

Berman McAleer LLC

152.62K

Jun 30, 26

-9.76K

0.01%

Harbour Capital Advisors, LLC

152.46K

Jun 30, 26

-690

0.01%

Tortoise Investment Management, LLC

152.46K

Jun 30, 26

-3.08K

0.01%

VAUGHAN & Co SECURITIES, INC.

151.37K

Jun 30, 26

+634

0.01%

IFS Advisors, LLC

150.79K

Jun 30, 26

-2.79K

0.01%

Coco Enterprises, LLC

150.00K

Jun 30, 26

-30.25K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

148.83K

Jun 30, 26

-14.57K

0.01%

EASTERN BANK

147.97K

Jun 30, 26

+24.06K

0.01%

Beacon Harbor Wealth Advisors, Inc.

147.40K

Jun 30, 26

+41.48K

0.01%

Arvest Bank Trust Division

146.71K

Jun 30, 26

-1.55K

0.01%

MOTIVE WEALTH ADVISORS

146.41K

Jun 30, 26

-3.60K

0.01%

HARBOR CAPITAL ADVISORS, INC.

146.08K

Jun 30, 26

+14.01K

0.01%

MidFirst Bank

146.06K

Jun 30, 26

+8.22K

0.01%

Riverview Trust Co

146.06K

Jun 30, 26

-11.16K

0.01%

ZACKS INVESTMENT MANAGEMENT

144.75K

Jun 30, 26

+60.25K

0.01%

Omnia Family Wealth, LLC

144.09K

Jun 30, 26

-1.34K

0.01%

BESSEMER GROUP INC

143.81K

Jun 30, 26

+55.61K

0.01%

Veery Capital, LLC

143.75K

Jun 30, 26

-3.62K

0.01%

Armbruster Capital Management, Inc.

143.47K

Jun 30, 26

-13.55K

0.01%

Montecito Bank & Trust

143.34K

Jun 30, 26

+3.08K

0.01%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

143.15K

Jun 30, 26

+143.15K

0.01%

Diversify Advisory Services, LLC

143.11K

Jun 30, 26

+138.72K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

143.11K

Jun 30, 26

+556

0.01%

Montz Harcus Wealth Management LLC

142.90K

Jun 30, 26

+10.09K

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

142.39K

Jun 30, 26

+1.20K

0.01%

Provenance Wealth Advisors, LLC

140.82K

Jun 30, 26

+21.10K

0.01%

Horizon Investments, LLC

139.44K

Jun 30, 26

-185.73K

0.01%

Accurate Wealth Management, LLC

139.07K

Jun 30, 26

+25.44K

0.01%

Summit Wealth Partners, LLC

138.53K

Jun 30, 26

-3.14K

0.01%

Planned Solutions, Inc.

138.30K

Jun 30, 26

+4.57K

0.01%

Nova R Wealth, Inc.

138.28K

Jun 30, 26

-930

0.01%

MGO ONE SEVEN LLC

138.04K

Jun 30, 26

+15.61K

0.01%

Arkadios Wealth Advisors

137.38K

Jun 30, 26

+5.75K

0.01%

Fund Evaluation Group, LLC

137.36K

Jun 30, 26

+134.85K

0.01%

Aureum Wealth Management, LLC

136.81K

Jun 30, 26

+5.18K

0.01%

Mechanics Financial Corp

136.45K

Jun 30, 26

+13.21K

0.01%

Foundry Financial Group, Inc.

135.77K

Jun 30, 26

+1.78K

0.01%

MATHER GROUP, LLC.

134.95K

Jun 30, 26

+19.50K

0.01%

Silverleafe Capital Partners, LLC

133.67K

Jun 30, 26

+1.83K

0.01%

Apollon Financial, LLC

133.60K

Jun 30, 26

+8.47K

0.01%

PENNEY FINANCIAL, LLC

132.57K

Jun 30, 26

-7.50K

0.01%

HERITAGE INVESTORS MANAGEMENT CORP

131.19K

Jun 30, 26

-1.69K

0.01%

TIEMANN INVESTMENT ADVISORS, LLC

130.98K

Jun 30, 26

-531

0.01%

ACORN CREEK CAPITAL LLC

130.79K

Jun 30, 26

+144

0.01%

Providence Capital Advisors, LLC

130.04K

Jun 30, 26

+6.21K

0.01%

Cornerstone Advisory, LLC

129.67K

Jun 30, 26

+1.50K

0.01%

Omega Financial Group, LLC

129.50K

Jun 30, 26

+1.71K

0.01%

Winthrop Capital Management, LLC

128.49K

Jun 30, 26

+132

0.01%

CABOT WEALTH MANAGEMENT INC

128.26K

Jun 30, 26

+20.81K

0.01%

Atlas Legacy Advisors, LLC

128.20K

Jun 30, 26

+3.70K

0.01%

Pinion Investment Advisors, LLC

128.15K

Jun 30, 26

+14.87K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

127.51K

Jun 30, 26

+8.72K

0.01%

Hardy Reed LLC

125.82K

Jun 30, 26

+82

0.01%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

124.89K

Jun 30, 26

-104.56K

0.01%

Physician Wealth Advisors, Inc.

124.85K

Jun 30, 26

-1.41K

0.01%

Larry Mathis Financial Planning, LLC

124.29K

Jun 30, 26

+124.29K

0.01%

Plancorp, LLC

123.73K

Jun 30, 26

+548

0.01%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

123.69K

Jun 30, 26

-110.50K

0.01%

CYPRESS FINANCIAL PLANNING LLC

122.91K

Jun 30, 26

+10.13K

0.01%

NewCorp Financial Services, Inc.

122.59K

Jun 30, 26

+4.95K

0.01%

Emergent Wealth Advisors, LLC

122.02K

Jun 30, 26

+9.86K

0.01%

Hudson Oak Wealth Advisory LLC

121.24K

Jun 30, 26

+2.16K

0.01%

Prosperity Consulting Group, LLC

120.41K

Jun 30, 26

+5.63K

0.01%

Smith, Salley & Associates

119.96K

Jun 30, 26

+3.17K

0.01%

Symphony Financial, Ltd. Co.

119.39K

Jun 30, 26

+9.24K

0.01%

Canopy Partners, LLC

119.02K

Jun 30, 26

+1.26K

0.01%

Smith Partners Wealth Management, LLC

118.99K

Jun 30, 26

+25.51K

0.01%

CONNING INC.

118.84K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

118.74K

Jun 30, 26

+3.10K

0.01%

Widmann Financial Services, Inc.

118.73K

Jun 30, 26

+4.24K

0.01%

ArchPoint Investors

117.75K

Jun 30, 26

0.01%

Westside Investment Management, Inc.

117.49K

Jun 30, 26

+1.35K

0.01%

Richard W. Paul & Associates, LLC

117.42K

Jun 30, 26

+1.63K

0.01%

BIP Wealth, LLC

116.84K

Jun 30, 26

+96.67K

0.01%

SWMG, LLC

116.37K

Jun 30, 26

+15.06K

0.01%

Versant Capital Management, Inc

116.10K

Jun 30, 26

0.01%

Ascent Group, LLC

115.61K

Jun 30, 26

-585

0.01%

BSW Wealth Partners

114.42K

Jun 30, 26

-5.44K

0.01%

Tanager Wealth Management LLP

114.02K

Jun 30, 26

-2.57K

0.01%

Continuum Advisory, LLC

113.73K

Jun 30, 26

+4.39K

0.01%

Greenspring Advisors, LLC

113.47K

Jun 30, 26

-615

0.01%

Evernest Financial Advisors, LLC

112.15K

Jun 30, 26

-95

0.01%

Kingsview Wealth Management, LLC

112.10K

Jun 30, 26

+37.44K

0.01%

Abound Wealth Management

112.10K

Jun 30, 26

+130

0.01%

SC&H Financial Advisors, Inc.

111.81K

Jun 30, 26

-4.46K

0.01%

Snowden Capital Advisors LLC

111.75K

Jun 30, 26

+2.35K

0.01%

Park Place Capital Corp

111.70K

Jun 30, 26

+2.51K

0.01%

ICONIQ Capital, LLC

111.63K

Jun 30, 26

-1.44K

0.01%

Caldwell Trust Co

111.45K

Jun 30, 26

+13.49K

0.01%

Independent Solutions Wealth Management, LLC

111.21K

Jun 30, 26

-2.04K

0.01%

Permanens Capital L.P.

111.18K

Jun 30, 26

+100.59K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

110.39K

Jun 30, 26

+3.11K

0.01%

FULTON BANK, N.A.

110.33K

Jun 30, 26

+548

0.01%

Life Planning Partners, Inc

109.81K

Jun 30, 26

-9.18K

0.01%

Family Capital Trust Co

109.44K

Jun 30, 26

-160

0.01%

SYM FINANCIAL Corp

108.75K

Jun 30, 26

+506

0.01%

Modern Wealth Management, LLC

108.45K

Jun 30, 26

+47

0.01%

Freestone Capital Holdings, LLC

108.24K

Jun 30, 26

+280

0.01%

Central Pacific Bank - Trust Division

108.12K

Jun 30, 26

+46.57K

0.01%

SILVERCREST ASSET MANAGEMENT GROUP LLC

107.77K

Jun 30, 26

+256

0.01%

CULLEN/FROST BANKERS, INC.

107.66K

Jun 30, 26

+1.57K

0.01%

Aspen Investment Management Inc

107.30K

Jun 30, 26

+3.34K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

106.04K

Jun 30, 26

+14.43K

0.01%

TRUST CO OF VIRGINIA /VA

105.74K

Jun 30, 26

+853

0.01%

CAMELOT TECHNOLOGY ADVISORS, INC.

105.67K

Jun 30, 26

-3.13K

0.01%

FIRST UNITED BANK & TRUST

105.43K

Jun 30, 26

+3.42K

0.01%

Argent Trust Co

105.12K

Jun 30, 26

+22.83K

0.01%

Chicago Partners Investment Group LLC

104.11K

Jun 30, 26

+1.70K

0.01%

QRG CAPITAL MANAGEMENT, INC.

103.08K

Jun 30, 26

+69.89K

0.01%

May Hill Capital, LLC

102.23K

Jun 30, 26

-7.22K

0.01%

Waldron Private Wealth LLC

102.21K

Jun 30, 26

-396

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

101.72K

Jun 30, 26

+34

0.01%

NOVARE CAPITAL MANAGEMENT LLC

101.30K

Jun 30, 26

+9.11K

0.01%

Arbor Investment Advisors, LLC

100.77K

Jun 30, 26

-8.56K

0.01%

BEACON ADVISORS HOLDINGS, LLC

100.71K

Jun 30, 26

-444

0.01%

MSH Capital Advisors LLC

100.58K

Jun 30, 26

+2.75K

0.01%

ACIMA PRIVATE WEALTH, LLC

99.33K

Jun 30, 26

+277

0.01%

DRW Securities, LLC

99.32K

Jun 30, 26

+91.65K

0.01%

Relyea Zuckerberg Hanson LLC

99.32K

Jun 30, 26

+6.37K

0.01%

LOUISBOURG INVESTMENTS INC.

98.51K

Jun 30, 26

+3.32K

0.01%

Advocacy Wealth Management Services, LLC

97.47K

Jun 30, 26

+4.36K

0.01%

BITTERROOT CAPITAL ADVISORS LLC

97.39K

Jun 30, 26

+103

0.01%

Laurel Wealth Advisors LLC

97.21K

Jun 30, 26

+245

0.01%

Waterloo Capital, L.P.

97.06K

Jun 30, 26

-7.44K

0.01%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

96.62K

Jun 30, 26

+5.24K

0.01%

PRAIRIE ADVISORY, LLC

96.53K

Jun 30, 26

+96.53K

0.01%

Sanibel Captiva Trust Company, Inc.

96.13K

Jun 30, 26

-509

0.01%

Stokes Family Office, LLC

95.93K

Jun 30, 26

-23.25K

0.01%

Custos Family Office, LLC

95.41K

Jun 30, 26

+2.44K

0.01%

State of Tennessee, Treasury Department

95.29K

Jun 30, 26

0.01%

Invesco Ltd.

95.13K

Jun 30, 26

-6.43K

0.01%

Outlook Wealth Advisors, LLC

95.08K

Jun 30, 26

+1.62K

0.01%

CENTRAL TRUST Co

93.81K

Jun 30, 26

-3.53K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

93.46K

Jun 30, 26

+367

0.00%

Rodgers & Associates, LTD

93.06K

Jun 30, 26

-3.18K

0.00%

NBT BANK N A /NY

92.45K

Jun 30, 26

-1.63K

0.00%

VICTORY CAPITAL MANAGEMENT INC

92.39K

Jun 30, 26

-770.85K

0.00%

Calamos Wealth Management LLC

91.96K

Jun 30, 26

-15.59K

0.00%

Sigma Planning Corp

91.86K

Jun 30, 26

-46.96K

0.00%

RATIONAL ADVISORS LLC

91.78K

Jun 30, 26

-144.43K

0.00%

Madrid Financial Services

91.54K

Jun 30, 26

+4.19K

0.00%

HORIZON BANCORP INC /IN/

90.64K

Jun 30, 26

-2.87K

0.00%

WESBANCO BANK INC

90.40K

Jun 30, 26

+5.17K

0.00%

Hickory Point Bank & Trust

89.17K

Jun 30, 26

0.00%

D.A. DAVIDSON & CO.

88.91K

Jun 30, 26

+1.42K

0.00%

Hubbell Strickland Wealth Management, LLC

88.13K

Jun 30, 26

+5.37K

0.00%

King Wealth

87.96K

Jun 30, 26

+3.29K

0.00%

Squarepoint Ops LLC

87.96K

Jun 30, 26

+76.16K

0.00%

Sunbeam Capital Management, LLC

87.87K

Jun 30, 26

+25.80K

0.00%

Roundview Capital LLC

87.86K

Jun 30, 26

+5.39K

0.00%

Sandy Cove Advisors, LLC

87.70K

Jun 30, 26

+6.77K

0.00%

Mayflower Financial Advisors, LLC

87.68K

Jun 30, 26

+904

0.00%

CONSILIO WEALTH ADVISORS, LLC

87.55K

Jun 30, 26

-2.19K

0.00%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

86.96K

Jun 30, 26

+5.02K

0.00%

IHT Wealth Management, LLC

86.32K

Jun 30, 26

-321

0.00%

Bryant Woods Investment Advisors, LLC

86.31K

Jun 30, 26

+54.20K

0.00%

Western Wealth Management, LLC

86.05K

Jun 30, 26

+14.28K

0.00%

NWAM LLC

85.97K

Jun 30, 26

+4.83K

0.00%

HARBOUR INVESTMENTS, INC.

85.96K

Jun 30, 26

+5.42K

0.00%

Lynch Investment Planning, LLC

85.48K

Jun 30, 26

+7.54K

0.00%

Sheridan Capital Management, LLC

84.73K

Jun 30, 26

-1.22K

0.00%

HUNTINGTON NATIONAL BANK

84.17K

Jun 30, 26

-58.38K

0.00%

AGF MANAGEMENT LTD

83.87K

Jun 30, 26

-210

0.00%

MONEYWISE, INC.

83.61K

Jun 30, 26

-10.00K

0.00%

Oakwell Private Wealth Management, LLC

83.47K

Jun 30, 26

-239

0.00%

EWA, LLC

82.61K

Jun 30, 26

-3.24K

0.00%

Daner Wealth Management, LLC

82.53K

Jun 30, 26

-216

0.00%

Auour Investments LLC

82.19K

Jun 30, 26

-635

0.00%

Williams Jones Wealth Management, LLC.

81.53K

Jun 30, 26

+35.38K

0.00%

Vericrest Private Wealth

81.50K

Jun 30, 26

-729

0.00%

Clear Creek Financial Management, LLC

80.96K

Jun 30, 26

+31.50K

0.00%

INSIGHT 2811, INC.

80.75K

Jun 30, 26

+337

0.00%

Saiph Capital, LLC

80.57K

Jun 30, 26

+594

0.00%

Dorsey & Whitney Trust CO LLC

79.74K

Jun 30, 26

+4.19K

0.00%

Churchill Financial Advisors, LLC

79.67K

Jun 30, 26

+1.63K

0.00%

Wealth Analytics Partners, LLC

79.50K

Jun 30, 26

+7.56K

0.00%

Asset Dedication, LLC

79.22K

Jun 30, 26

+437

0.00%

CWA Asset Management Group, LLC

78.88K

Jun 30, 26

-2.77K

0.00%

New England Private Wealth Advisors LLC

78.42K

Jun 30, 26

+1.75K

0.00%

Sequent Planning LLC

78.40K

Jun 30, 26

+12.05K

0.00%

GENESIS PRIVATE WEALTH, LLC

78.08K

Jun 30, 26

+4.00K

0.00%

Coral Wealth Management, LLC

77.56K

Jun 30, 26

+4.13K

0.00%

Affinity Capital Advisors, LLC

77.42K

Jun 30, 26

-1.73K

0.00%

Elmwood Wealth Management, Inc.

76.95K

Jun 30, 26

+3.22K

0.00%

DecisionMap Wealth Management, LLC

76.88K

Jun 30, 26

+3.37K

0.00%

SPINNAKER TRUST

76.64K

Jun 30, 26

+1.12K

0.00%

PRIVATE TRUST CO NA

76.47K

Jun 30, 26

+1.48K

0.00%

Vista Cima Wealth Management LLC

75.96K

Jun 30, 26

+4.95K

0.00%

Curry Webb Wealth Management LLC

75.95K

Jun 30, 26

+4.99K

0.00%

Sculati Wealth Management, LLC

75.81K

Jun 30, 26

+1.72K

0.00%

BG Investment Services, Inc.

75.72K

Jun 30, 26

-3.28K

0.00%

SouthState Corp

75.70K

Jun 30, 26

+8.29K

0.00%

Up Capital Management, Inc.

75.58K

Jun 30, 26

+16.23K

0.00%

NISA INVESTMENT ADVISORS, LLC

74.92K

Jun 30, 26

+1.44K

0.00%

Wealth Dimensions Group, Ltd.

74.65K

Jun 30, 26

-4.76K

0.00%

Macco Financial Group, Inc.

74.18K

Jun 30, 26

-46.01K

0.00%

Confluence Wealth Services, Inc.

74.06K

Jun 30, 26

+5.29K

0.00%

Eagle Strategies LLC

74.06K

Jun 30, 26

+3.06K

0.00%

Avion Wealth

73.96K

Jun 30, 26

-938

0.00%

TWO SIGMA SECURITIES, LLC

72.85K

Jun 30, 26

+72.85K

0.00%

Precision Wealth Strategies, LLC

72.50K

Jun 30, 26

-436

0.00%

Madison Asset Management, LLC

72.25K

Jun 30, 26

+37.69K

0.00%

LTG Capital LLC

72.22K

Jun 30, 26

+358

0.00%

Bernard Wealth Management Corp.

72.16K

Jun 30, 26

+3.08K

0.00%

Elyxium Wealth, LLC

71.95K

Jun 30, 26

+1.46K

0.00%

Belpointe Asset Management LLC

71.68K

Jun 30, 26

-5.74K

0.00%

Interchange Capital Partners, LLC

71.63K

Jun 30, 26

-13.72K

0.00%

Center For Asset Management LLC

71.54K

Jun 30, 26

+3.39K

0.00%

Snider Financial Group

71.43K

Jun 30, 26

+6.57K

0.00%

HEADINVEST, LLC

70.58K

Jun 30, 26

+3.31K

0.00%

Schuylkill Financial LLC

70.48K

Jun 30, 26

+70.48K

0.00%

Jump Financial, LLC

70.46K

Jun 30, 26

+28.71K

0.00%

Busey Wealth Management

70.44K

Jun 30, 26

-136

0.00%

Visionary Wealth Advisors

70.39K

Jun 30, 26

+1.75K

0.00%

GGM Financials LLC

70.28K

Jun 30, 26

+12.10K

0.00%

Carrera Capital Advisors

70.10K

Jun 30, 26

+4.83K

0.00%

Adelphi Trust Co

70.09K

Jun 30, 26

+17.69K

0.00%

STOCK YARDS BANK & TRUST CO

70.08K

Jun 30, 26

+12.99K

0.00%

Portside Wealth Group, LLC

70.01K

Jun 30, 26

+11.06K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

69.91K

Jun 30, 26

-1.28K

0.00%

Telos Capital Management, Inc.

69.88K

Jun 30, 26

-978

0.00%

AtlasMark Financial, Inc

69.67K

Jun 30, 26

+14.20K

0.00%

Premier Private Wealth Management LLC

69.25K

Jun 30, 26

+9.79K

0.00%

TritonPoint Partners, LLC

68.93K

Jun 30, 26

+9.02K

0.00%

MOODY NATIONAL BANK TRUST DIVISION

68.91K

Jun 30, 26

0.00%

Prospera Financial Services Inc

68.89K

Jun 30, 26

+4.79K

0.00%

Capital Investment Counsel, LLC

68.89K

Jun 30, 26

-1.20K

0.00%

BRIGHTON JONES LLC

68.85K

Jun 30, 26

+7.49K

0.00%

BOSTON RESEARCH & MANAGEMENT INC

68.57K

Jun 30, 26

-985

0.00%

DEUTSCHE BANK AG\

68.54K

Jun 30, 26

-887

0.00%

CITY NATIONAL BANK OF FLORIDA /MSD

68.04K

Jun 30, 26

+42.91K

0.00%

BCS Private Wealth Management, Inc.

67.58K

Jun 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

67.40K

Jun 30, 26

-488

0.00%

CFS Investment Advisory Services, LLC

67.30K

Jun 30, 26

+293

0.00%

Financial Synergies Wealth Advisors, Inc.

67.28K

Jun 30, 26

+751

0.00%

FIDUCIENT ADVISORS LLC

67.20K

Jun 30, 26

-56.00K

0.00%

Brio Consultants, LLC

66.90K

Jun 30, 26

+818

0.00%

RiverGlades Family Offices LLC

66.68K

Jun 30, 26

+66.68K

0.00%

LEUTHOLD GROUP, LLC

66.48K

Jun 30, 26

-6

0.00%

Aprio Wealth Management, LLC

66.38K

Jun 30, 26

-1.94K

0.00%

PKS Advisory Services, LLC

66.21K

Jun 30, 26

-4.46K

0.00%

Westfuller Advisors, LLC

66.10K

Jun 30, 26

+1.16K

0.00%

TAGStone Capital, Inc.

66.07K

Jun 30, 26

-846

0.00%

BRADLEY FOSTER & SARGENT INC/CT

65.98K

Jun 30, 26

-3.17K

0.00%

Clayton Financial Group LLC

65.83K

Jun 30, 26

-2.07K

0.00%

Meramec Financial Planners, LLC

65.81K

Jun 30, 26

+2.26K

0.00%

TFB Advisors LLC

65.59K

Jun 30, 26

+956

0.00%

ADE, LLC

65.50K

Jun 30, 26

+124

0.00%

One Degree Advisors Inc

65.43K

Jun 30, 26

+2.33K

0.00%

Cornerstone National Bank & Trust Co

65.35K

Jun 30, 26

+32.28K

0.00%

TruNorth Capital Management, LLC

65.02K

Jun 30, 26

+1.60K

0.00%

PFG Investments, LLC

64.83K

Jun 30, 26

+3.64K

0.00%

CrossGen Wealth, LLC

64.39K

Jun 30, 26

+37.19K

0.00%

Mach-1 Financial Group, LLC

64.33K

Jun 30, 26

+6.30K

0.00%

FIDUCIARY FINANCIAL ADVISORS

63.40K

Jun 30, 26

+28.34K

0.00%

HOWE & RUSLING INC

63.20K

Jun 30, 26

+5.54K

0.00%

SoundView Advisors Inc.

62.68K

Jun 30, 26

+97

0.00%

Marietta Wealth Management, LLC

62.46K

Jun 30, 26

-30

0.00%

CAHABA WEALTH MANAGEMENT, INC.

62.44K

Jun 30, 26

+480

0.00%

SELDON CAPITAL LP

62.42K

Jun 30, 26

0.00%

Atlanta Consulting Group Advisors, LLC

62.18K

Jun 30, 26

+545

0.00%

Greykasell Wealth Strategies, Inc.

62.11K

Jun 30, 26

+2.23K

0.00%

Fortis Capital Advisors, LLC

61.64K

Jun 30, 26

-5.96K

0.00%

Good Steward Wealth Advisors,LLC

61.63K

Jun 30, 26

+901

0.00%

MATTERS CAPITAL LLC

61.52K

Jun 30, 26

+110

0.00%

Gold Investment Management Ltd.

61.52K

Jun 30, 26

+5.98K

0.00%

Alliance Private Wealth, LLC

61.52K

Jun 30, 26

-10.18K

0.00%

GENTRY PRIVATE WEALTH, LLC

60.89K

Jun 30, 26

+8.38K

0.00%

INVESTMENT PARTNERS, LTD.

60.69K

Jun 30, 26

-217

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

60.59K

Jun 30, 26

0.00%

Charles Schwab Trust Co

60.25K

Jun 30, 26

-1.40K

0.00%

OPPENHEIMER & CO INC

60.15K

Jun 30, 26

+1.67K

0.00%

SAPIENT CAPITAL LLC

60.11K

Jun 30, 26

+3.64K

0.00%

Segment Wealth Management, LLC

60.01K

Jun 30, 26

-480

0.00%

Renasant Bank

59.98K

Jun 30, 26

+1.74K

0.00%

Aptus Capital Advisors, LLC

59.85K

Jun 30, 26

+11.84K

0.00%

Fiduciary Group LLC

59.78K

Jun 30, 26

-1.47K

0.00%

Ellevest, Inc.

59.66K

Jun 30, 26

+616

0.00%

Kaydan Wealth Management, Inc.

59.59K

Jun 30, 26

+1.16K

0.00%

Parkwoods Wealth Partners, LLC

59.29K

Jun 30, 26

+59.29K

0.00%

ORRSTOWN FINANCIAL SERVICES INC

59.19K

Jun 30, 26

+2.15K

0.00%

Sentinus, LLC

58.92K

Jun 30, 26

-14.10K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

58.56K

Jun 30, 26

-251

0.00%

TD Waterhouse Canada Inc.

58.48K

Jun 30, 26

-432

0.00%

Joel Adams & Associates, Inc.

58.42K

Jun 30, 26

+1.40K

0.00%

BRYN MAWR TRUST Co

58.36K

Jun 30, 26

+2.15K

0.00%

Traveka Wealth, LLC

58.31K

Jun 30, 26

+1.29K

0.00%

West Family Investments, Inc.

58.23K

Jun 30, 26

+58.23K

0.00%

Valmark Advisers, Inc.

57.90K

Jun 30, 26

+1.66K

0.00%

Merkkuri Wealth Advisors LLC

56.33K

Jun 30, 26

+5.99K

0.00%

TRUE Private Wealth Advisors

56.02K

Jun 30, 26

-7.01K

0.00%

William Howard & Co Financial Advisors Inc

56.01K

Jun 30, 26

+279

0.00%

EverSource Wealth Advisors, LLC

56.01K

Jun 30, 26

-6.50K

0.00%

Hamilton Wealth, LLC

55.82K

Jun 30, 26

+8.52K

0.00%

Gateway Wealth Partners, LLC

55.68K

Jun 30, 26

-28.21K

0.00%

Crusonia Wealth Advisors LLC

55.58K

Jun 30, 26

+3.24K

0.00%

LIBERTY WEALTH MANAGEMENT LLC

55.44K

Jun 30, 26

0.00%

Wright Wealth LLC

55.13K

Jun 30, 26

+391

0.00%

Eley Financial Management, Inc

55.13K

Jun 30, 26

+519

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

54.98K

Jun 30, 26

+5.83K

0.00%

CAMBIENT FAMILY OFFICE, LLC

54.84K

Jun 30, 26

+1.76K

0.00%

CIBC WORLD MARKET INC.

54.42K

Jun 30, 26

-26.54K

0.00%

GeoWealth Management, LLC

54.37K

Jun 30, 26

-9.05K

0.00%

Old Port Advisors

54.32K

Jun 30, 26

+1.55K

0.00%

Tanglewood Wealth Management, Inc.

54.28K

Jun 30, 26

0.00%

FFT WEALTH MANAGEMENT LLC

54.17K

Jun 30, 26

+17.58K

0.00%

SMITH SHELLNUT WILSON LLC /ADV

54.11K

Jun 30, 26

-4.51K

0.00%

Palisade Asset Management, LLC

54.04K

Jun 30, 26

+2.03K

0.00%

Allie Family Office LLC

54.02K

Jun 30, 26

-3.91K

0.00%

Sage Advisory Services, Ltd.Co.

53.91K

Jun 30, 26

-9.07K

0.00%

B. Riley Wealth Advisors, Inc.

53.77K

Jun 30, 26

-8.17K

0.00%

Prism Advisors, Inc.

53.74K

Jun 30, 26

-437

0.00%

Hofer & Associates. Inc

53.61K

Jun 30, 26

+2.13K

0.00%

Fortitude Family Office, LLC

53.55K

Jun 30, 26

0.00%

Wealth Alliance

53.22K

Jun 30, 26

+649

0.00%

High Net Worth Advisory Group LLC

53.21K

Jun 30, 26

+169

0.00%

Boyd Wealth Management, LLC

52.91K

Jun 30, 26

+2.79K

0.00%

Paradigm Financial Partners, LLC

52.53K

Jun 30, 26

+368

0.00%

Koshinski Asset Management, Inc.

52.41K

Jun 30, 26

-2.94K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

52.32K

Jun 30, 26

-11.94K

0.00%

FAS Wealth Partners, Inc.

52.19K

Jun 30, 26

+795

0.00%

Ewing Morris & Co. Investment Partners Ltd.

51.99K

Jun 30, 26

+51.99K

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

51.88K

Jun 30, 26

+1.29K

0.00%

AAF Wealth Management, LLC

51.60K

Jun 30, 26

-776

0.00%

Steel Peak Wealth Management LLC

51.56K

Jun 30, 26

+895

0.00%

Box Hill Private Wealth LLC

51.54K

Jun 30, 26

+1.61K

0.00%

Asset Allocation Strategies LLC

51.52K

Jun 30, 26

-45.48K

0.00%

OKABENA INVESTMENT SERVICES INC

51.26K

Jun 30, 26

+297

0.00%

Pembroke Management, LTD

51.23K

Jun 30, 26

-2.24K

0.00%

LM Advisors LLC

51.02K

Jun 30, 26

+51.02K

0.00%

Choate Investment Advisors

50.88K

Jun 30, 26

+587

0.00%

Operose Advisors LLC

50.88K

Jun 30, 26

+19.27K

0.00%

PCM Encore, LLC

50.65K

Jun 30, 26

-8.34K

0.00%

Trust Point Inc.

50.64K

Jun 30, 26

+1.18K

0.00%

Ellis Investment Partners, LLC

50.52K

Jun 30, 26

+2.84K

0.00%

NorthRock Partners, LLC

50.48K

Jun 30, 26

-711

0.00%

Legacy Financial Advisors, Inc.

50.43K

Jun 30, 26

-1.51K

0.00%

Rinkey Investments

50.39K

Jun 30, 26

0.00%

Element Wealth, LLC

50.20K

Jun 30, 26

+545

0.00%

Princeton Global Asset Management LLC

50.11K

Jun 30, 26

+3.03K

0.00%

JOHNSON INVESTMENT COUNSEL INC

50.07K

Jun 30, 26

+2.34K

0.00%

Sage Mountain Advisors LLC

49.61K

Jun 30, 26

+2.13K

0.00%

Patten Group, Inc.

49.48K

Jun 30, 26

-1.93K

0.00%

Russell Investments Group, Ltd.

49.41K

Jun 30, 26

+17.71K

0.00%

Wakefield Asset Management LLLP

49.36K

Jun 30, 26

+2.49K

0.00%

Linscomb & Williams, Inc.

49.30K

Jun 30, 26

+29.78K

0.00%

Essex Financial Services, Inc.

49.25K

Jun 30, 26

+8.07K

0.00%

NBH Bank

48.98K

Jun 30, 26

+48.98K

0.00%

Soltis Investment Advisors LLC

48.86K

Jun 30, 26

+6.25K

0.00%

RFG Advisory, LLC

48.75K

Jun 30, 26

+960

0.00%

Inspire Advisors, LLC

48.44K

Jun 30, 26

+1.55K

0.00%

Invera Wealth Advisors, LLC

48.40K

Jun 30, 26

+49

0.00%

Canvas Wealth Advisors, LLC

48.38K

Jun 30, 26

-940

0.00%

Rock Creek Group, LP

48.09K

Jun 30, 26

0.00%

Sound View Wealth Advisors Group, LLC

48.03K

Jun 30, 26

-2.23K

0.00%

Purewater Capital LLC

48.00K

Jun 30, 26

+13.52K

0.00%

Diversified Enterprises, LLC

47.95K

Jun 30, 26

+100

0.00%

Claro Advisors LLC

47.86K

Jun 30, 26

-3.33K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

47.82K

Jun 30, 26

-1.90K

0.00%

New Hampshire Trust

47.69K

Jun 30, 26

+354

0.00%

JT Stratford LLC

47.56K

Jun 30, 26

+4.48K

0.00%

Financial Planning Navigators CORP

47.39K

Jun 30, 26

+5.28K

0.00%

North Star Investment Management Corp.

47.06K

Jun 30, 26

+1.36K

0.00%

CVA Family Office, LLC

47.03K

Jun 30, 26

-3.58K

0.00%

Helium Advisors LLC

46.97K

Jun 30, 26

+2.64K

0.00%

Schiavi & Co LLC

46.92K

Jun 30, 26

-562

0.00%

PLIMOTH TRUST CO LLC

46.81K

Jun 30, 26

+5.07K

0.00%

Global Trust Wealth Management LLC

46.68K

Jun 30, 26

-345

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

46.40K

Jun 30, 26

+226

0.00%

SAX WEALTH ADVISORS, LLC

45.91K

Jun 30, 26

+19.12K

0.00%

REDW Wealth LLC

45.85K

Jun 30, 26

-1.90K

0.00%

BEAM WEALTH ADVISORS, INC.

45.35K

Jun 30, 26

-1.12K

0.00%

Vilga Financial Planning LLC

45.28K

Jun 30, 26

+1.27K

0.00%

Centerpoint Advisors, LLC

45.27K

Jun 30, 26

-335

0.00%

Clarus Wealth Advisors

44.87K

Jun 30, 26

+1.36K

0.00%

Hamilton Capital Partners Inc.

44.81K

Jun 30, 26

+44.81K

0.00%

Fisher Asset Management, LLC

44.06K

Jun 30, 26

-15.93K

0.00%

PACK Private Wealth, LLC

43.74K

Jun 30, 26

0.00%

VestGen Advisors, LLC

43.71K

Jun 30, 26

-43.21K

0.00%

Vanguard National Trust Co

43.67K

Jun 30, 26

-314

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

43.59K

Jun 30, 26

+1.23K

0.00%

Mutual Advisors, LLC

43.29K

Jun 30, 26

+982

0.00%

CERTUITY, LLC

43.19K

Jun 30, 26

+2.20K

0.00%

IFG Advisors, LLC

42.99K

Jun 30, 26

+42.99K

0.00%

JPL Wealth Management, LLC

42.86K

Jun 30, 26

+754

0.00%

M Holdings Securities, Inc.

42.55K

Jun 30, 26

+1.80K

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

42.46K

Jun 30, 26

-75.77K

0.00%

Birchcreek Wealth Management, LLC

42.39K

Jun 30, 26

+419

0.00%

BEARING POINT CAPITAL, LLC

41.66K

Jun 30, 26

+6.26K

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

41.42K

Jun 30, 26

+407

0.00%

Wilshire Advisors LLC

41.13K

Jun 30, 26

-726

0.00%

Madison Wealth Partners, Inc

41.11K

Jun 30, 26

+2.15K

0.00%

Jefferies Financial Group Inc.

40.75K

Jun 30, 26

+654

0.00%

Ameritas Advisory Services, LLC

40.72K

Jun 30, 26

-28.87K

0.00%

Sierra Capital LLC

40.37K

Jun 30, 26

0.00%

BWM Planning, LLC

40.32K

Jun 30, 26

+154

0.00%

FDx Advisors, Inc.

40.02K

Jun 30, 26

-12.76K

0.00%

Intrua Financial, LLC

39.79K

Jun 30, 26

-1.81K

0.00%

CSM Advisors, LLC

39.63K

Jun 30, 26

-3.06K

0.00%

Colonial Trust Advisors

39.61K

Jun 30, 26

-643

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

39.51K

Jun 30, 26

+17.17K

0.00%

KPP Advisory Services LLC

39.51K

Jun 30, 26

+3.46K

0.00%

Inman Jager Wealth Management, LLC

39.38K

Jun 30, 26

+548

0.00%

Evanson Financial, LLC

39.35K

Jun 30, 26

+39.35K

0.00%

Capital Advantage, Inc.

39.27K

Jun 30, 26

-417

0.00%

Windward Private Wealth Management Inc.

39.27K

Jun 30, 26

-200

0.00%

Pinnacle Bancorp, Inc.

39.20K

Jun 30, 26

+4.05K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

39.17K

Jun 30, 26

+175

0.00%

Schneider Downs Wealth Management Advisors, LP

39.15K

Jun 30, 26

+4.22K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

39.06K

Jun 30, 26

+5.56K

0.00%

Bigelow Investment Advisors, LLC

38.97K

Jun 30, 26

-396

0.00%

Blue Fin Capital, Inc.

38.89K

Jun 30, 26

+2.81K

0.00%

MONECO Advisors, LLC

38.43K

Jun 30, 26

+1.31K

0.00%

Kestra Investment Management, LLC

38.43K

Jun 30, 26

-661

0.00%

STRATEGY ASSET MANAGERS LLC

38.41K

Jun 30, 26

+3.11K

0.00%

SMITH, MOORE & CO.

38.32K

Jun 30, 26

+4.02K

0.00%

Forefront Wealth Partners, LLC

38.26K

Jun 30, 26

-114

0.00%

Penobscot Investment Management Company, Inc.

38.13K

Jun 30, 26

+2.92K

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

38.00K

Jun 30, 26

+13.37K

0.00%

Corsicana & Co.

37.95K

Jun 30, 26

+1.13K

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

37.88K

Jun 30, 26

-1.10K

0.00%

Storen Legacy Partners, LLC

37.85K

Jun 30, 26

+4.70K

0.00%

SHUFRO ROSE & CO LLC

37.59K

Jun 30, 26

+341

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

37.55K

Jun 30, 26

+422

0.00%

MAIMON WEALTH MANAGEMENT LTD.

37.52K

Jun 30, 26

+1.02K

0.00%

Invst, LLC

37.51K

Jun 30, 26

-3.19K

0.00%

Wealthcare Advisory Partners LLC

37.51K

Jun 30, 26

-90.28K

0.00%

LGL PARTNERS, LLC

37.50K

Jun 30, 26

+659

0.00%

Bryn Mawr Capital Management, LLC

37.38K

Jun 30, 26

+294

0.00%

Hobbs Group Advisors, LLC

37.32K

Jun 30, 26

+1.48K

0.00%

RED CRANE WEALTH MANAGEMENT, LLC

37.26K

Jun 30, 26

+131

0.00%

AdvisorNet Financial, Inc

37.04K

Jun 30, 26

+1.45K

0.00%

Larson Financial Group LLC

36.95K

Jun 30, 26

-66.79K

0.00%

TICINO WEALTH

36.84K

Jun 30, 26

+22.27K

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

36.73K

Jun 30, 26

-15

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

36.72K

Jun 30, 26

-7.14K

0.00%

HCR Wealth Advisors

36.47K

Jun 30, 26

+264

0.00%

Aletheian Wealth Advisors LLC

36.35K

Jun 30, 26

-651

0.00%

KALEIDOSCOPE CAPITAL LP

36.28K

Jun 30, 26

+609

0.00%

Chesley Taft & Associates LLC

36.27K

Jun 30, 26

0.00%

Thayer Partners, LLC / MA

36.20K

Jun 30, 26

+4.10K

0.00%

Empower Advisory Group, LLC

35.91K

Jun 30, 26

+1.76K

0.00%

Beacon Bridge Wealth Partners, LLC

35.61K

Jun 30, 26

-1.08K

0.00%

Perennial Investment Advisors, LLC

35.60K

Jun 30, 26

+12.03K

0.00%

Wealthfront Advisers LLC

35.58K

Jun 30, 26

+1.57K

0.00%

AMG Asset Management Group, Inc.

35.55K

Jun 30, 26

+1.34K

0.00%

Cambridge Financial Group, LLC

35.53K

Jun 30, 26

-995

0.00%

SWP FINANCIAL LLC

35.46K

Jun 30, 26

-4.29K

0.00%

JGP Wealth Management, LLC

35.44K

Jun 30, 26

+512

0.00%

TOMPKINS FINANCIAL CORP

35.27K

Jun 30, 26

-2.46K

0.00%

Independent Advisor Alliance

35.17K

Jun 30, 26

-724.65K

0.00%

Roble, Belko & Company, Inc

35.13K

Jun 30, 26

-51

0.00%

FLAGSTAR ADVISORS INC.

34.92K

Jun 30, 26

+25

0.00%

MEMBERS WEALTH LLC

34.54K

Jun 30, 26

+1.19K

0.00%

Ronald Blue Trust, Inc.

34.46K

Jun 30, 26

-21.37K

0.00%

JSF Financial, LLC

34.41K

Jun 30, 26

-103.24K

0.00%

YANKCOM Partnership

34.23K

Jun 30, 26

+167

0.00%

Cyndeo Wealth Partners, LLC

34.12K

Jun 30, 26

+3.96K

0.00%

Independence Bank of Kentucky

33.74K

Jun 30, 26

+1.94K

0.00%

Capital Advisors, Ltd. LLC

33.68K

Jun 30, 26

+125

0.00%

DRAVO BAY LLC

33.68K

Jun 30, 26

-966

0.00%

ARKANSAS FINANCIAL GROUP, INC.

33.66K

Jun 30, 26

+1.72K

0.00%

Quadrant Private Wealth Management, LLC

33.62K

Jun 30, 26

-450

0.00%

Stratos Wealth Advisors, LLC

33.51K

Jun 30, 26

-780

0.00%

Foundations Investment Advisors, LLC

33.50K

Jun 30, 26

+4.30K

0.00%

MONTAG A & ASSOCIATES INC

33.45K

Jun 30, 26

-8.67K

0.00%

Powerhouse Assets LLC

33.42K

Jun 30, 26

-4.30K

0.00%

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

33.34K

Jun 30, 26

-4.96K

0.00%

Sentinel Advisory Group, LLC

33.15K

Jun 30, 26

+96

0.00%

Glenview Trust Co

33.03K

Jun 30, 26

+335

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

32.88K

Jun 30, 26

+1.44K

0.00%

Fire Capital Management LLC

32.82K

Jun 30, 26

-146

0.00%

LAIRD NORTON TRUST COMPANY, LLC

32.77K

Jun 30, 26

-85

0.00%

COWA, LLC

32.76K

Jun 30, 26

+1.04K

0.00%

WealthPLAN Partners, LLC

32.73K

Jun 30, 26

+15.74K

0.00%

Owl Creek Wealth Partners LLC

32.57K

Jun 30, 26

+893

0.00%

Peak Financial Management, Inc.

32.48K

Jun 30, 26

-121

0.00%

FIRST FINANCIAL BANKSHARES INC

32.42K

Jun 30, 26

-1.96K

0.00%

Quent Capital, LLC

32.41K

Jun 30, 26

+6.52K

0.00%

Jacobi Capital Management LLC

32.40K

Jun 30, 26

+3.00K

0.00%

Infinity Wealth Counsel, LLC

32.38K

Jun 30, 26

+1.84K

0.00%

FIRST HORIZON CORP

32.36K

Jun 30, 26

+893

0.00%

Lineweaver Wealth Advisors, LLC

32.35K

Jun 30, 26

-219

0.00%

Chris Bulman Inc

32.35K

Jun 30, 26

-3.04K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

32.34K

Jun 30, 26

-12.34K

0.00%

VisionPoint Advisory Group, LLC

32.25K

Jun 30, 26

+3.77K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

32.21K

Jun 30, 26

0.00%

Ignite Planners, LLC

32.03K

Jun 30, 26

-321

0.00%

Asset Advisory Group, Inc.

31.74K

Jun 30, 26

+358

0.00%

Wealth Enhancement Trust Services, Inc.

31.72K

Jun 30, 26

-320

0.00%

ADG Wealth Management Group, LLC

31.71K

Jun 30, 26

-302

0.00%

STEPHENS INC /AR/

31.63K

Jun 30, 26

+13.36K

0.00%

Proficio Capital Partners LLC

31.58K

Jun 30, 26

+4.29K

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

31.50K

Jun 30, 26

-35

0.00%

PURSUIT WEALTH STRATEGIES, LLC

31.48K

Jun 30, 26

+267

0.00%

Brand Asset Management Group, Inc.

31.20K

Jun 30, 26

+2.83K

0.00%

Kings Path Partners LLC

31.14K

Jun 30, 26

-202

0.00%

Grant Street Asset Management, Inc.

31.08K

Jun 30, 26

+584

0.00%

HOLLENCREST CAPITAL MANAGEMENT

31.04K

Jun 30, 26

-3.15K

0.00%

Emerald Advisors, LLC

31.00K

Jun 30, 26

-10.83K

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

30.96K

Jun 30, 26

+391

0.00%

Nilsine Partners, LLC

30.91K

Jun 30, 26

+1.03K

0.00%

TSFG, LLC

30.40K

Jun 30, 26

+4.94K

0.00%

Fiduciary Alliance LLC

30.37K

Jun 30, 26

-1.42K

0.00%

Morton Capital Management LLC/CA

30.05K

Jun 30, 26

-1.26K

0.00%

LEIGH BALDWIN & CO., LLC

30.01K

Jun 30, 26

-5.61K

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

29.95K

Jun 30, 26

-56

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

29.94K

Jun 30, 26

+925

0.00%

Vanguard Personalized Indexing Management, LLC

29.89K

Jun 30, 26

+2.06K

0.00%

Biltmore Family Office, LLC

29.88K

Jun 30, 26

-2.49K

0.00%

3Chopt Investment Partners, LLC

29.74K

Jun 30, 26

0.00%

PFG Advisors

29.73K

Jun 30, 26

-662

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

29.71K

Jun 30, 26

+628

0.00%

ORG Wealth Partners, LLC

29.68K

Jun 30, 26

+3.25K

0.00%

Endowment Wealth Management, Inc.

29.53K

Jun 30, 26

+1.21K

0.00%

PW Nova Financial Services LLC

29.51K

Jun 30, 26

+6.31K

0.00%

Clearview Wealth Management LLC

29.38K

Jun 30, 26

-156

0.00%

JDM Financial Group LLC

29.36K

Jun 30, 26

+5.69K

0.00%

180 WEALTH ADVISORS, LLC

29.22K

Jun 30, 26

-3.06K

0.00%

Allworth Financial LP

29.20K

Jun 30, 26

+372

0.00%

Advisory Solutions Group, LLC

29.19K

Jun 30, 26

+29.19K

0.00%

Arete Wealth Advisors, LLC

29.18K

Jun 30, 26

-60

0.00%

Slagle Financial, LLC

29.15K

Jun 30, 26

+1.41K

0.00%

Henderson Brothers Financial Partners, LLC

29.15K

Jun 30, 26

-23.25K

0.00%

Wharton Business Group, LLC

29.09K

Jun 30, 26

-425

0.00%

Richard P Slaughter Associates Inc

29.06K

Jun 30, 26

-6

0.00%

BROWN WEALTH MANAGEMENT, LLC

28.99K

Jun 30, 26

+416

0.00%

VANGUARD ADVISERS INC

28.95K

Jun 30, 26

-467

0.00%

Krilogy Financial LLC

28.64K

Jun 30, 26

+4.87K

0.00%

Heritage Family Offices, LLP

28.62K

Jun 30, 26

-2.68K

0.00%

Pacific Excel Wealth Advisors, Inc.

28.62K

Jun 30, 26

+28.62K

0.00%

One Charles Private Wealth Services, LLC

28.58K

Jun 30, 26

+10.89K

0.00%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

28.50K

Jun 30, 26

+707

0.00%

MAYPORT, LLC

28.45K

Jun 30, 26

0.00%

Godshalk Welsh Capital Management, Inc.

27.84K

Jun 30, 26

-145

0.00%

Investment Advisory Group, LLC

27.83K

Jun 30, 26

-46

0.00%

Retirement Planning Group

27.82K

Jun 30, 26

-7.88K

0.00%

St. Louis Trust Co

27.82K

Jun 30, 26

0.00%

FIFTH THIRD SECURITIES, INC.

27.70K

Jun 30, 26

-7.87K

0.00%

Keystone Global Partners, LLC

27.59K

Jun 30, 26

-555

0.00%

BURLING WEALTH PARTNERS, LLC

27.59K

Jun 30, 26

+391

0.00%

Compton Financial Group, LLC

27.33K

Jun 30, 26

-6.19K

0.00%

Vestcor Inc

27.29K

Jun 30, 26

-5.57K

0.00%

Morton Brown Family Wealth, LLC

27.24K

Jun 30, 26

-166

0.00%

Verdence Capital Advisors LLC

27.23K

Jun 30, 26

-546

0.00%

Orcam Financial Group

27.11K

Jun 30, 26

+27.11K

0.00%

AA Financial Advisors, LLC

27.07K

Jun 30, 26

-639

0.00%

Dynamic Financial Group

27.07K

Jun 30, 26

+814

0.00%

Bison Wealth, LLC

26.95K

Jun 30, 26

+8.72K

0.00%

Firestone Capital Management

26.86K

Jun 30, 26

-192

0.00%

Cypress Capital Group

26.82K

Jun 30, 26

+3.15K

0.00%

BRADY FAMILY WEALTH, LLC

26.77K

Jun 30, 26

+1.80K

0.00%

Rockwood Wealth Management, LLC

26.71K

Jun 30, 26

+5.15K

0.00%

OFS Enterprise LLC

26.61K

Jun 30, 26

+1.08K

0.00%

Cascade Financial Partners, LLC

26.57K

Jun 30, 26

+2.57K

0.00%

Keystone Financial Group

26.53K

Jun 30, 26

+502

0.00%

HighPoint Advisor Group LLC

26.44K

Jun 30, 26

-286

0.00%

Well Done, LLC

26.43K

Jun 30, 26

+4.28K

0.00%

CWS Financial Advisors, LLC

26.40K

Jun 30, 26

+304

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

26.36K

Jun 30, 26

+179

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

26.32K

Jun 30, 26

-504

0.00%

RAINIER FAMILY WEALTH INC

26.31K

Jun 30, 26

0.00%

CHILTON INVESTMENT CO INC.

26.25K

Jun 30, 26

+19.01K

0.00%

4Thought Financial Group Inc.

26.19K

Jun 30, 26

-9.41K

0.00%

HBK Sorce Advisory LLC

26.17K

Jun 30, 26

-1.26K

0.00%

PACIFIC FINANCIAL GROUP INC

26.06K

Jun 30, 26

+10.97K

0.00%

United Advisor Group, LLC

26.04K

Jun 30, 26

+71

0.00%

XCELSIOR ADVISOR PARTNERS LLC

25.99K

Jun 30, 26

+7.11K

0.00%

Ducere Wealth Management LLC

25.95K

Jun 30, 26

-40.78K

0.00%

New Republic Capital, LLC

25.77K

Jun 30, 26

+7.60K

0.00%

Aegis Wealth Management LLC

25.73K

Jun 30, 26

0.00%

Fiera Capital Corp

25.68K

Jun 30, 26

0.00%

Kovitz Investment Group Partners, LLC

25.61K

Jun 30, 26

+623

0.00%

MASECO LLP

25.57K

Jun 30, 26

-2.04K

0.00%

Indivisible Partners

25.56K

Jun 30, 26

+4.03K

0.00%

Paladin Advisory Group, LLC

25.48K

Jun 30, 26

-90

0.00%

VERUS CAPITAL PARTNERS, LLC

25.48K

Jun 30, 26

-3.15K

0.00%

COLLECTIVE FAMILY OFFICE LLC

25.47K

Jun 30, 26

-10

0.00%

PGIM Custom Harvest LLC

25.42K

Jun 30, 26

+2.23K

0.00%

Colter Lewis Investment Partners LLC

25.42K

Jun 30, 26

+30

0.00%

Manchester Capital Management LLC

25.32K

Jun 30, 26

+2.59K

0.00%

Arrowroot Family Office, LLC

25.32K

Jun 30, 26

+3.20K

0.00%

Strategic Wealth Partners, Ltd.

25.18K

Jun 30, 26

+1.17K

0.00%

Portfolio Resources Advisor Group, Inc.

25.16K

Jun 30, 26

-5.51K

0.00%

Sanchez Gaunt Capital Management, LLC

24.99K

Jun 30, 26

+698

0.00%

SALEM INVESTMENT COUNSELORS INC

24.95K

Jun 30, 26

+883

0.00%

CreativeOne Wealth, LLC

24.90K

Jun 30, 26

-709

0.00%

INKWELL CAPITAL LLC

24.82K

Jun 30, 26

0.00%

Lee Financial Co

24.81K

Jun 30, 26

+148

0.00%

Heritage Trust Co

24.71K

Jun 30, 26

-72

0.00%

SENTINEL TRUST CO LBA

24.65K

Jun 30, 26

-370

0.00%

GWN SECURITIES INC.

24.51K

Jun 30, 26

-2.18K

0.00%

WOLFF WIESE MAGANA LLC

24.47K

Jun 30, 26

+2.60K

0.00%

WARNER FINANCIAL, INC

24.44K

Jun 30, 26

+174

0.00%

STAR Financial Bank

24.37K

Jun 30, 26

+2.16K

0.00%

TRUST CO OF VERMONT

24.26K

Jun 30, 26

+24.26K

0.00%

Trevian Wealth Management LLC

24.20K

Jun 30, 26

+1.08K

0.00%

CITADEL ADVISORS LLC

24.14K

Jun 30, 26

+24.14K

0.00%

Synergy Investment Management, LLC

23.94K

Jun 30, 26

-730

0.00%

Strategic Blueprint, LLC

23.93K

Jun 30, 26

-3.99K

0.00%

Lee-Kelleher Wealth Management

23.92K

Jun 30, 26

+2.92K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

23.79K

Jun 30, 26

-5.42K

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

23.78K

Jun 30, 26

-330

0.00%

Lexington Hill Partners, LLC

23.78K

Jun 30, 26

+222

0.00%

Gilbert & Cook, Inc.

23.63K

Jun 30, 26

0.00%

Disciplined Investments, LLC

23.43K

Jun 30, 26

+565

0.00%

WELCH & FORBES LLC

23.40K

Jun 30, 26

-693

0.00%

Highland Investment Advisors LLC

23.39K

Jun 30, 26

+23.39K

0.00%

Envision Financial LLC

23.33K

Jun 30, 26

-3.33K

0.00%

WAYSTONE ADVISORS LLC

23.30K

Jun 30, 26

+1.11K

0.00%

Advisors Capital Management, LLC

23.29K

Jun 30, 26

+789

0.00%

MainStreet Investment Advisors LLC

23.24K

Jun 30, 26

+15.73K

0.00%

BBR PARTNERS, LLC

23.23K

Jun 30, 26

+23.23K

0.00%

Veracity Capital LLC

23.20K

Jun 30, 26

+677

0.00%

REBALANCE, LLC

23.19K

Jun 30, 26

+2.06K

0.00%

1015 Capital Partners, LLC

23.15K

Jun 30, 26

+747

0.00%

Williams & Novak, LLC

23.11K

Jun 30, 26

0.00%

Level Wealth Management LLC

23.08K

Jun 30, 26

-72

0.00%

Hassell Wealth Management, LLC

23.00K

Jun 30, 26

+283

0.00%

Trueblood Wealth Management, LLC

22.99K

Jun 30, 26

+2.03K

0.00%

LCW Services, LLC

22.85K

Jun 30, 26

-229

0.00%

Ausdal Financial Partners, Inc.

22.81K

Jun 30, 26

+1.00K

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

22.78K

Jun 30, 26

+264

0.00%

MATAURO, LLC

22.78K

Jun 30, 26

-590

0.00%

Wiser Wealth Management, Inc

22.75K

Jun 30, 26

-2.63K

0.00%

Steelhead Wealth Management LLC

22.59K

Jun 30, 26

-5.08K

0.00%

FSM Wealth Advisors, LLC

22.54K

Jun 30, 26

+8.08K

0.00%

Intrepid Financial Planning Group LLC

22.52K

Jun 30, 26

+1.68K

0.00%

Black Diamond Financial, LLC

22.44K

Jun 30, 26

0.00%

SECURED RETIREMENT ADVISORS, LLC

22.40K

Jun 30, 26

-3.42K

0.00%

Winthrop Advisory Group LLC

22.38K

Jun 30, 26

-1.89K

0.00%

Peterson Wealth Services

22.27K

Jun 30, 26

+4.29K

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

22.23K

Jun 30, 26

-122

0.00%

Kovack Advisors, Inc.

22.19K

Jun 30, 26

+116

0.00%

Csenge Advisory Group

22.16K

Jun 30, 26

+1.66K

0.00%

First County Bank /CT/

22.14K

Jun 30, 26

+1.70K

0.00%

Everhart Financial Group, Inc.

22.10K

Jun 30, 26

-196

0.00%

Icon Wealth Advisors, LLC

22.07K

Jun 30, 26

+2.90K

0.00%

Metis Global Partners, LLC

21.93K

Jun 30, 26

+21.93K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

21.87K

Jun 30, 26

-2.70K

0.00%

Harpswell Capital Advisors, LLC

21.77K

Jun 30, 26

-12

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

21.61K

Jun 30, 26

-2.00K

0.00%

Evercore Wealth Management, LLC

21.54K

Jun 30, 26

+239

0.00%

Waycross Investment Management Co

21.47K

Jun 30, 26

+21.47K

0.00%

TRED AVON FAMILY WEALTH, LLC

21.32K

Jun 30, 26

+1.99K

0.00%

Wind River Trust Co

21.20K

Jun 30, 26

0.00%

Colonial Trust Co / SC

21.05K

Jun 30, 26

-2.90K

0.00%

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC

21.04K

Jun 30, 26

-922

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

20.94K

Jun 30, 26

+313

0.00%

First Bank & Trust

20.93K

Jun 30, 26

+70

0.00%

Fortis Advisors, LLC

20.85K

Jun 30, 26

+446

0.00%

Simplicity Wealth,LLC

20.80K

Jun 30, 26

-2.62K

0.00%

Courage Miller Partners, LLC

20.78K

Jun 30, 26

+109

0.00%

FOSTER & MOTLEY INC

20.73K

Jun 30, 26

+5.95K

0.00%

MMA ASSET MANAGEMENT LLC

20.70K

Jun 30, 26

0.00%

Legacy Capital Wealth Partners, LLC

20.66K

Jun 30, 26

+229

0.00%

Cartesian Growth Corp

20.46K

Jun 30, 26

+337

0.00%

KELLEHER FINANCIAL ADVISORS

20.44K

Jun 30, 26

+10.22K

0.00%

Stonebrook Private Inc.

20.39K

Jun 30, 26

-3.25K

0.00%

JMG Financial Group, Ltd.

20.37K

Jun 30, 26

+66

0.00%

GAMMA Investing LLC

20.36K

Jun 30, 26

+2.64K

0.00%

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

20.35K

Jun 30, 26

+758

0.00%

Highland Financial Advisors, LLC

20.29K

Jun 30, 26

+595

0.00%

Embree Financial Group

20.28K

Jun 30, 26

+276

0.00%

Stone Point Wealth LLC

20.26K

Jun 30, 26

+57

0.00%

HALLMARK CAPITAL MANAGEMENT INC

20.21K

Jun 30, 26

-415

0.00%

Milestone Asset Management Group, LLC

20.18K

Jun 30, 26

+222

0.00%

Layline Advisors, LLC

20.13K

Jun 30, 26

+20.13K

0.00%

Pitcairn Wealth Advisors LLC

20.13K

Jun 30, 26

-158

0.00%

WealthCare Investment Partners, LLC

20.12K

Jun 30, 26

+1.53K

0.00%

Stonebridge Financial Group, LLC

20.04K

Jun 30, 26

+642

0.00%

HM PAYSON & CO

19.93K

Jun 30, 26

+625

0.00%

Main Street Financial Solutions, LLC

19.91K

Jun 30, 26

+32

0.00%

Investment Research & Advisory Group, Inc.

19.91K

Jun 30, 26

+1.22K

0.00%

Triad Wealth Partners, LLC

19.89K

Jun 30, 26

+8.13K

0.00%

Tenzing Financial LLC

19.77K

Jun 30, 26

+97

0.00%

Capital Investment Management, Inc.

19.71K

Jun 30, 26

+38

0.00%

Empirical Asset Management, LLC

19.70K

Jun 30, 26

+159

0.00%

NTV ASSET MANAGEMENT LLC

19.60K

Jun 30, 26

+747

0.00%

MA Private Wealth

19.57K

Jun 30, 26

-1.00K

0.00%

CAHILL FINANCIAL ADVISORS INC

19.45K

Jun 30, 26

-100

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

19.36K

Jun 30, 26

+4.33K

0.00%

PHILADELPHIA TRUST CO

19.25K

Jun 30, 26

0.00%

LVZ, Inc.

19.23K

Jun 30, 26

-539

0.00%

Fourth Dimension Wealth, LLC

19.13K

Jun 30, 26

-1.13K

0.00%

Tufton Capital Management

19.07K

Jun 30, 26

-428

0.00%

Joel Isaacson & Co., LLC

18.98K

Jun 30, 26

+3.83K

0.00%

Sovereign Financial Group, Inc.

18.95K

Jun 30, 26

0.00%

HOWARD FINANCIAL SERVICES, LTD.

18.93K

Jun 30, 26

-50

0.00%

Innovative Wealth Building LLC

18.89K

Jun 30, 26

+678

0.00%

MACKENZIE FINANCIAL CORP

18.84K

Jun 30, 26

-41.30K

0.00%

Commerce Advisors, LLC

18.77K

Jun 30, 26

+761

0.00%

SHEETS SMITH WEALTH MANAGEMENT

18.71K

Jun 30, 26

-668

0.00%

VISTA CAPITAL PARTNERS, INC.

18.67K

Jun 30, 26

-145

0.00%

Seven Post Investment Office LP

18.55K

Jun 30, 26

-1.96K

0.00%

BAR HARBOR WEALTH MANAGEMENT

18.48K

Jun 30, 26

+1.03K

0.00%

Oak Barrel Wealth Advisory LLC

18.43K

Jun 30, 26

+18.43K

0.00%

BOKF, NA

18.42K

Jun 30, 26

+9.18K

0.00%

PUREfi Wealth, LLC

18.40K

Jun 30, 26

+3.42K

0.00%

Strategic Equity Management

18.38K

Jun 30, 26

-29.02K

0.00%

SIMA Wealth Partners, LLC

18.32K

Jun 30, 26

-138

0.00%

PINNACLE ASSOCIATES LTD

18.32K

Jun 30, 26

+26

0.00%

Cornerstone Wealth Management, LLC

18.29K

Jun 30, 26

+119

0.00%

ETF Portfolio Partners, Inc.

18.26K

Jun 30, 26

-715

0.00%

Roger Wittlin Investment Advisory, LLC

18.19K

Jun 30, 26

-1.19K

0.00%

Coquina Private Wealth LLC

18.19K

Jun 30, 26

-184

0.00%

TFC Financial Management, Inc.

18.09K

Jun 30, 26

-189

0.00%

Astoria Portfolio Advisors LLC.

18.03K

Jun 30, 26

+18.03K

0.00%

Columbia Asset Management

18.03K

Jun 30, 26

+32

0.00%

Hoxton Planning & Management, LLC

17.93K

Jun 30, 26

-290

0.00%

TOWER TRUST & INVESTMENT Co

17.89K

Jun 30, 26

-480

0.00%

OneAscent Family Office, LLC

17.89K

Jun 30, 26

+911

0.00%

DEFINED WEALTH MANAGEMENT, LLC

17.77K

Jun 30, 26

-97.81K

0.00%

TCG Advisory Services, LLC

17.70K

Jun 30, 26

-647

0.00%

BOYUM WEALTH ARCHITECTS LLC

17.66K

Jun 30, 26

0.00%

HICKS CAPITAL MANAGEMENT LLC

17.61K

Jun 30, 26

+265

0.00%

Aureus Asset Management, LLC

17.60K

Jun 30, 26

-1.12K

0.00%

Coign Capital Advisors LLC

17.60K

Jun 30, 26

+774

0.00%

BAYBAN

17.58K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

17.41K

Jun 30, 26

+8.41K

0.00%

Lincoln Capital LLC

17.39K

Jun 30, 26

-117

0.00%

Transamerica Financial Advisors, Inc.

17.37K

Jun 30, 26

+4.28K

0.00%

Kooman & Associates

17.37K

Jun 30, 26

-169

0.00%

DAYMARK WEALTH PARTNERS, LLC

17.33K

Jun 30, 26

+1.74K

0.00%

Ballast Rock Private Wealth LLC

17.33K

Jun 30, 26

+150

0.00%

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

17.30K

Jun 30, 26

-5.69K

0.00%

ALTFEST L J & CO INC

17.22K

Jun 30, 26

+1.34K

0.00%

NCM Capital Management, LLC

17.21K

Jun 30, 26

+21

0.00%

WEDBUSH SECURITIES INC

17.18K

Jun 30, 26

-6.65K

0.00%

MEYER HANDELMAN CO

17.10K

Jun 30, 26

+1.84K

0.00%

Johnson Financial Group, LLC

17.09K

Jun 30, 26

-233

0.00%

Paragon Capital Management Ltd

17.02K

Jun 30, 26

-52

0.00%

Dana Investment Advisors, Inc.

16.90K

Jun 30, 26

-1.72K

0.00%

Northwest Bancshares, Inc.

16.89K

Jun 30, 26

-3.21K

0.00%

Navigation Group, LLC

16.89K

Jun 30, 26

+1.30K

0.00%

Keystone Financial Group, Inc.

16.86K

Jun 30, 26

+280

0.00%

Retirement Wealth Solutions LLC

16.84K

Jun 30, 26

+551

0.00%

Beckerman Institutional, LLC

16.80K

Jun 30, 26

-474

0.00%

BAM Wealth Management, LLC

16.80K

Jun 30, 26

+4.47K

0.00%

RENAISSANCE TECHNOLOGIES LLC

16.70K

Jun 30, 26

+16.70K

0.00%

FORTE ASSET MANAGEMENT LLC

16.68K

Jun 30, 26

0.00%

OXFORD FINANCIAL GROUP LTD

16.43K

Jun 30, 26

+940

0.00%

Black Cypress Capital Management, LLC

16.41K

Jun 30, 26

-353

0.00%

SHELTON WEALTH MANAGEMENT, LLC

16.38K

Jun 30, 26

+374

0.00%

Pallas Capital Advisors LLC

16.32K

Jun 30, 26

+792

0.00%

Peak Planning Group, LLC

16.13K

Jun 30, 26

-173

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

16.10K

Jun 30, 26

+16.10K

0.00%

LongView Wealth Management

16.10K

Jun 30, 26

-1.61K

0.00%

Apeiron RIA LLC

16.06K

Jun 30, 26

-14.59K

0.00%

Old Mission Investment Co LLC

16.06K

Jun 30, 26

+16.06K

0.00%

Total Clarity Wealth Management, Inc.

16.05K

Jun 30, 26

+399

0.00%

Beacon Capital Management, LLC

16.00K

Jun 30, 26

+4.15K

0.00%

VAQUERO PRIVATE WEALTH, LTD

16.00K

Jun 30, 26

+16.00K

0.00%

BENJAMIN EDWARDS INC

15.99K

Jun 30, 26

+872

0.00%

Capital Advisors Wealth Management, LLC

15.98K

Jun 30, 26

+1.18K

0.00%

Clark Capital Management Group, Inc.

15.97K

Jun 30, 26

+4.45K

0.00%

SeaBridge Investment Advisors LLC

15.92K

Jun 30, 26

+141

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

15.92K

Jun 30, 26

+674

0.00%

Focus Financial Network, Inc.

15.90K

Jun 30, 26

-236

0.00%

MW ADVISORY, LLC

15.79K

Jun 30, 26

+15.79K

0.00%

Fortune Financial Group, Inc.

15.79K

Jun 30, 26

+9.97K

0.00%

Wealth Management Partners, LLC

15.72K

Jun 30, 26

+125

0.00%

RAFFA WEALTH MANAGEMENT, LLC

15.70K

Jun 30, 26

+250

0.00%

Vista Private Wealth Partners. LLC

15.69K

Jun 30, 26

-327

0.00%

StoneX Group Inc.

15.68K

Jun 30, 26

+1.85K

0.00%

ARWA LLC

15.66K

Jun 30, 26

+501

0.00%

SAXON INTERESTS, INC.

15.66K

Jun 30, 26

-11

0.00%

GARRISON POINT ADVISORS, LLC

15.65K

Jun 30, 26

+7.25K

0.00%

Aries Wealth Management

15.64K

Jun 30, 26

0.00%

IMA Wealth, Inc.

15.60K

Jun 30, 26

+15.53K

0.00%

FOCUSED ALPHA, LLC

15.59K

Jun 30, 26

-140

0.00%

Elm Partners Management LLC

15.50K

Jun 30, 26

+2.65K

0.00%

Garde Capital, Inc.

15.49K

Jun 30, 26

0.00%

Helen Stephens Group, LLC

15.44K

Jun 30, 26

+170

0.00%

Parisi Gray Wealth Management

15.39K

Jun 30, 26

+124

0.00%

Buck Wealth Strategies, LLC

15.35K

Jun 30, 26

+15.35K

0.00%

Rossby Financial, LCC

15.26K

Jun 30, 26

-4

0.00%

Legacy Wealth Managment, LLC/ID

15.16K

Jun 30, 26

+14.07K

0.00%

Keel Point, LLC

15.16K

Jun 30, 26

+840

0.00%

Sandhill Capital Partners LLC

15.16K

Jun 30, 26

+14

0.00%

UNIVEST FINANCIAL Corp

15.15K

Jun 30, 26

-46

0.00%

Gryphon Financial Partners LLC

15.15K

Jun 30, 26

+694

0.00%

O'Keefe Stevens Advisory, Inc.

15.15K

Jun 30, 26

0.00%

Sepio Capital, LP

15.09K

Jun 30, 26

0.00%

ROMANO BROTHERS AND COMPANY

15.07K

Jun 30, 26

+482

0.00%

Westmount Partners, LLC

15.06K

Jun 30, 26

+26

0.00%

Forza Wealth Management, LLC

15.04K

Jun 30, 26

-56

0.00%

Capital Group Private Client Services, Inc.

15.02K

Jun 30, 26

+2.58K

0.00%

Kendall Capital Management

14.99K

Jun 30, 26

-1.22K

0.00%

Trilogy Capital Inc.

14.99K

Jun 30, 26

+1.14K

0.00%

Bestgate Wealth Advisors, LLC

14.96K

Jun 30, 26

-1.72K

0.00%

W ADVISORS, LLC

14.95K

Jun 30, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

14.94K

Jun 30, 26

-311

0.00%

WEST BANCORPORATION INC

14.92K

Jun 30, 26

-1.15K

0.00%

Curated Wealth Partners LLC

14.88K

Jun 30, 26

0.00%

Klaas Financial Asset Advisors, LLC

14.86K

Jun 30, 26

-132

0.00%

INSPIRION WEALTH ADVISORS, LLC

14.72K

Jun 30, 26

+32

0.00%

American State Bank (Iowa)

14.71K

Jun 30, 26

+95

0.00%

Goldstein Advisors, LLC

14.60K

Jun 30, 26

+353

0.00%

PCG ASSET MANAGEMENT, LLC

14.56K

Jun 30, 26

+307

0.00%

JNBA Financial Advisors

14.56K

Jun 30, 26

0.00%

TRITONPOINT WEALTH, LLC

14.55K

Jun 30, 26

-420

0.00%

REAP Financial Group, LLC

14.52K

Jun 30, 26

-689

0.00%

C M BIDWELL & ASSOCIATES LTD

14.34K

Jun 30, 26

+35

0.00%

Bear Mountain Capital, Inc.

14.20K

Jun 30, 26

+15

0.00%

Clarendon Private LLC

14.12K

Jun 30, 26

+1.02K

0.00%

PRUDENTIAL PLC

14.10K

Jun 30, 26

-10.50K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

14.10K

Jun 30, 26

-276

0.00%

PLANNING ALTERNATIVES LTD /ADV

14.04K

Jun 30, 26

-178

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

14.02K

Jun 30, 26

+379

0.00%

NOESIS CAPITAL MANGEMENT CORP

14.00K

Jun 30, 26

-554

0.00%

BlueSky Wealth Advisors, LLC

13.96K

Jun 30, 26

-370

0.00%

Great Point Wealth Advisors, LLC

13.94K

Jun 30, 26

-443

0.00%

TL Private Wealth

13.93K

Jun 30, 26

+123

0.00%

Compass Ion Advisors, LLC

13.91K

Jun 30, 26

-142

0.00%

CoreCap Advisors, LLC

13.90K

Jun 30, 26

+908

0.00%

Cambria Investment Management, L.P.

13.89K

Jun 30, 26

+62

0.00%

WATERSHED PRIVATE WEALTH LLC

13.79K

Jun 30, 26

+329

0.00%

McNamara Financial Services, Inc.

13.77K

Jun 30, 26

+35

0.00%

Noble Family Wealth, LLC

13.75K

Jun 30, 26

0.00%

Keebeck Wealth Management, LLC

13.75K

Jun 30, 26

-1.32K

0.00%

Amplius Wealth Advisors, LLC

13.73K

Jun 30, 26

-108

0.00%

PENOBSCOT WEALTH MANAGEMENT

13.67K

Jun 30, 26

+1.15K

0.00%

HILL ISLAND FINANCIAL LLC

13.66K

Jun 30, 26

-3

0.00%

Sankala Group LLC

13.65K

Jun 30, 26

+125

0.00%

Root Financial Partners, LLC

13.64K

Jun 30, 26

+1.62K

0.00%

Vertex Planning Partners, LLC

13.62K

Jun 30, 26

+2.03K

0.00%

MEMBERS CAPITAL ADVISORS INC

13.58K

Jun 30, 26

+13.58K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

13.52K

Jun 30, 26

-110

0.00%

ANGELES WEALTH MANAGEMENT, LLC

13.50K

Jun 30, 26

+1.46K

0.00%

Moors & Cabot, Inc.

13.46K

Jun 30, 26

+597

0.00%

STEVENS CAPITAL PARTNERS

13.46K

Jun 30, 26

-395

0.00%

IBEX WEALTH ADVISORS

13.38K

Jun 30, 26

+95

0.00%

LWM ADVISORS INC

13.36K

Jun 30, 26

+3.71K

0.00%

GAMCO INVESTORS, INC. ET AL

13.35K

Jun 30, 26

-112.76K

0.00%

MFA Wealth Services

13.30K

Jun 30, 26

+86

0.00%

DAVIS R M INC

13.28K

Jun 30, 26

+1.22K

0.00%

UNITED BANK

13.17K

Jun 30, 26

+4.50K

0.00%

Catalytic Wealth RIA, LLC

13.16K

Jun 30, 26

+1.31K

0.00%

Tulsa Wealth Advisors, INC

13.12K

Jun 30, 26

+219

0.00%

Hixon Zuercher, LLC

13.10K

Jun 30, 26

0.00%

NorthStar Asset Management LLC /NJ/

13.07K

Jun 30, 26

+179

0.00%

FIRST AMERICAN TRUST, FSB

13.01K

Jun 30, 26

+2.19K

0.00%

GW&K Investment Management, LLC

12.99K

Jun 30, 26

0.00%

Ellenbecker Investment Group

12.96K

Jun 30, 26

+672

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

12.96K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

12.95K

Jun 30, 26

+126

0.00%

Breakwater Capital Group

12.95K

Jun 30, 26

-18

0.00%

Barnes Dennig Private Wealth Management LLC

12.90K

Jun 30, 26

+883

0.00%

Rubicon Advisors, GP

12.88K

Jun 30, 26

+10.34K

0.00%

Bedminster, LLC

12.86K

Jun 30, 26

-155

0.00%

WealthShield Partners, LLC

12.83K

Jun 30, 26

+1.77K

0.00%

PINNEY & SCOFIELD, INC.

12.83K

Jun 30, 26

-276

0.00%

Finley Financial, LLC

12.82K

Jun 30, 26

0.00%

Tranquility Partners, LLC

12.82K

Jun 30, 26

+145

0.00%

DAVIDSON TRUST CO

12.79K

Jun 30, 26

+559

0.00%

Marin Bay Wealth Advisors, LLC

12.70K

Jun 30, 26

+93

0.00%

XTX Topco Ltd

12.64K

Jun 30, 26

+12.64K

0.00%

KWB Wealth

12.64K

Jun 30, 26

+972

0.00%

GDS Wealth Management

12.57K

Jun 30, 26

+718

0.00%

Burkett Asset Management Ltd

12.53K

Jun 30, 26

+1.09K

0.00%

Maia Wealth LLC

12.49K

Jun 30, 26

-1.27K

0.00%

JRM Investment Counsel, LLC

12.48K

Jun 30, 26

+20

0.00%

Sharp Financial Services, LLC

12.44K

Jun 30, 26

+1.07K

0.00%

Essex Savings Bank

12.41K

Jun 30, 26

+433

0.00%

Beacon Financial Advisory LLC

12.38K

Jun 30, 26

+780

0.00%

Newman Dignan & Sheerar, Inc.

12.30K

Jun 30, 26

0.00%

XY Planning Network, Inc.

12.27K

Jun 30, 26

+2.05K

0.00%

Vann Equity Management LLC

12.26K

Jun 30, 26

+954

0.00%

Clark Asset Management, LLC

12.24K

Jun 30, 26

+810

0.00%

Strategic Wealth Advisors LLC

12.21K

Jun 30, 26

-250

0.00%

CATALYST PRIVATE WEALTH, LLC

12.21K

Jun 30, 26

0.00%

GFI Investment Counsel Ltd.

12.18K

Jun 30, 26

+12.18K

0.00%

GRAYBILL WEALTH MANAGEMENT, LTD.

12.18K

Jun 30, 26

-86

0.00%

Petros Family Wealth, LLC

12.15K

Jun 30, 26

-1.23K

0.00%

Evensky & Katz LLC

12.15K

Jun 30, 26

+125

0.00%

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

12.14K

Jun 30, 26

-10.50K

0.00%

Coastal Investment Advisors, Inc.

12.09K

Jun 30, 26

-1.14K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

12.03K

Jun 30, 26

+254

0.00%

KCM INVESTMENT ADVISORS LLC

11.95K

Jun 30, 26

+11.95K

0.00%

CENTAURUS FINANCIAL, INC.

11.92K

Jun 30, 26

+517

0.00%

CM WEALTH ADVISORS LLC

11.92K

Jun 30, 26

+172

0.00%

K2 Financial Inc.

11.87K

Jun 30, 26

-279

0.00%

TRUEFG, LLC

11.80K

Jun 30, 26

+118

0.00%

Walsh & Associates, LLC

11.80K

Jun 30, 26

+352

0.00%

Edgestream Partners, L.P.

11.77K

Jun 30, 26

+5.70K

0.00%

PRESILIUM PRIVATE WEALTH, LLC

11.77K

Jun 30, 26

+282

0.00%

Investmark Advisory Group LLC

11.73K

Jun 30, 26

+334

0.00%

Alvarez & Marsal Private Wealth Partners, LLC

11.68K

Jun 30, 26

+6.88K

0.00%

WETZEL INVESTMENT ADVISORS, INC.

11.66K

Jun 30, 26

-1.83K

0.00%

DBK Financial Counsel, LLC

11.63K

Jun 30, 26

-648

0.00%

Frank, Rimerman Advisors LLC

11.63K

Jun 30, 26

+2.75K

0.00%

Eqis Capital Management, Inc.

11.59K

Jun 30, 26

-418

0.00%

Value Investment Professionals, LLC

11.58K

Jun 30, 26

+697

0.00%

American Trust

11.50K

Jun 30, 26

+1.44K

0.00%

NOVUS ADVISORS, LLC

11.49K

Jun 30, 26

-3

0.00%

MTM FINANCIAL GROUP, LLC

11.49K

Jun 30, 26

+1.87K

0.00%

Cooper Financial Group

11.48K

Jun 30, 26

-23.85K

0.00%

CITY HOLDING CO

11.41K

Jun 30, 26

+4.00K

0.00%

ACCESS FINANCIAL SERVICES, INC.

11.40K

Jun 30, 26

0.00%

Goelzer Investment Management, Inc.

11.34K

Jun 30, 26

-980

0.00%

Global View Capital Management LLC

11.33K

Jun 30, 26

-2.65K

0.00%

Clear Trail Advisors, LLC

11.32K

Jun 30, 26

+11.32K

0.00%

Beverly Hills Private Wealth, LLC

11.28K

Jun 30, 26

+553

0.00%

SHP Wealth Management

11.28K

Jun 30, 26

+381

0.00%

Van Diest Capital, LLC

11.22K

Jun 30, 26

+4.01K

0.00%

SHAYNE & CO., LLC

11.17K

Jun 30, 26

+236

0.00%

Occidental Asset Management, LLC

11.07K

Jun 30, 26

+2.61K

0.00%

Holland Advisory Services, Inc.

11.02K

Jun 30, 26

+93

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

10.99K

Jun 30, 26

-2.54K

0.00%

OLD SECOND NATIONAL BANK OF AURORA

10.98K

Jun 30, 26

-62

0.00%

Washington Trust Advisors, Inc.

10.97K

Jun 30, 26

0.00%

COMMUNITY TRUST & INVESTMENT CO

10.88K

Jun 30, 26

+1.09K

0.00%

Columbus Macro, LLC

10.86K

Jun 30, 26

+319

0.00%

WEALTHGARDEN F.S. LLC

10.69K

Jun 30, 26

-8.36K

0.00%

Advisory Advocates, LLC

10.69K

Jun 30, 26

+3.94K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

10.63K

Jun 30, 26

+640

0.00%

Harbor Group, Inc.

10.62K

Jun 30, 26

+923

0.00%

NORTH DALLAS BANK & TRUST CO

10.57K

Jun 30, 26

+6.15K

0.00%

Migdal Insurance & Financial Holdings Ltd.

10.57K

Jun 30, 26

+5.09K

0.00%

KWMG, LLC

10.56K

Jun 30, 26

-494

0.00%

ELEVATUS WELATH MANAGEMENT

10.44K

Jun 30, 26

+129

0.00%

Alpine Bank Wealth Management

10.43K

Jun 30, 26

0.00%

Ally Invest Advisors Inc.

10.40K

Jun 30, 26

-201

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

10.35K

Jun 30, 26

+128

0.00%

Elgethun Capital Management

10.29K

Jun 30, 26

+22

0.00%

Carnegie Capital Asset Management, LLC

10.28K

Jun 30, 26

-142

0.00%

HRC WEALTH MANAGEMENT, LLC

10.26K

Jun 30, 26

-3

0.00%

Financial Security Advisor, Inc.

10.24K

Jun 30, 26

+296

0.00%

Koss-Olinger Consulting, LLC

10.22K

Jun 30, 26

-2.57K

0.00%

Latko Wealth Management, Ltd.

10.19K

Jun 30, 26

+4.33K

0.00%

17 CAPITAL PARTNERS, LLC

10.17K

Jun 30, 26

+1.65K

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

10.17K

Jun 30, 26

+55

0.00%

Strategic Financial Services, Inc,

10.13K

Jun 30, 26

+286

0.00%

GATEWAY INVESTMENT ADVISERS LLC

10.11K

Jun 30, 26

-744

0.00%

Advyzon Investment Management, LLC

10.08K

Jun 30, 26

-2.13K

0.00%

ROCKLAND TRUST CO

10.05K

Jun 30, 26

-8

0.00%

McGlone Suttner Wealth Management, Inc.

10.05K

Jun 30, 26

-1.35K

0.00%

VICTORY FINANCIAL GROUP, LLC

10.02K

Jun 30, 26

-1.89K

0.00%

Wingate Wealth Advisors, Inc.

10.01K

Jun 30, 26

-7.33K

0.00%

Impact Partnership Wealth, LLC

10.00K

Jun 30, 26

+2.97K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

9.99K

Jun 30, 26

0.00%

Fortitude Advisory Group L.L.C.

9.96K

Jun 30, 26

+3.03K

0.00%

Blue Zone Wealth Advisors, LLC

9.96K

Jun 30, 26

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

9.86K

Jun 30, 26

+2.53K

0.00%

Moss Adams Wealth Advisors LLC

9.84K

Jun 30, 26

0.00%

BlackDiamond Wealth Management Inc.

9.81K

Jun 30, 26

-181

0.00%

CONTINUUM WEALTH ADVISORS, LLC

9.75K

Jun 30, 26

+1.01K

0.00%

Human Investing LLC

9.74K

Jun 30, 26

+352

0.00%

Legacy Trust

9.74K

Jun 30, 26

-127

0.00%

Holistic Planning, LLC

9.70K

Jun 30, 26

-185

0.00%

Genesis Financial Group, LLC

9.65K

Jun 30, 26

-154

0.00%

Vident Advisory, LLC

9.57K

Jun 30, 26

+879

0.00%

Investment Research Partners LLC

9.55K

Jun 30, 26

0.00%

RCS Financial Planning, LLC

9.53K

Jun 30, 26

-32

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

9.51K

Jun 30, 26

+695

0.00%

WEST MICHIGAN ADVISORS, LLC

9.51K

Jun 30, 26

-354

0.00%

Two West Capital Advisors LLC

9.49K

Jun 30, 26

-1.36K

0.00%

Clearwave Capital, LLC

9.45K

Jun 30, 26

-2.30K

0.00%

Hills Bank & Trust Co

9.44K

Jun 30, 26

+7.48K

0.00%

QUANTIFY CHAOS ADVISORS, LLC

9.44K

Jun 30, 26

+178

0.00%

Bridgewater Advisors Inc.

9.43K

Jun 30, 26

+663

0.00%

BankPlus Trust Department

9.38K

Jun 30, 26

+5.88K

0.00%

Patriot Financial Group Insurance Agency, LLC

9.37K

Jun 30, 26

-9.41K

0.00%

GAINLINE FINANCIAL PARTNERS, LLC

9.36K

Jun 30, 26

+9.36K

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

9.35K

Jun 30, 26

-327

0.00%

BARRETT & COMPANY, INC.

9.35K

Jun 30, 26

+117

0.00%

FIRST NATIONAL BANK SIOUX FALLS

9.35K

Jun 30, 26

0.00%

SUTTON PLACE INVESTORS LLC

9.33K

Jun 30, 26

+121

0.00%

Lavaca Capital LLC

9.30K

Jun 30, 26

+3.60K

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

9.30K

Jun 30, 26

-246

0.00%

Simmons Bank

9.29K

Jun 30, 26

+166

0.00%

Partners in Financial Planning

9.27K

Jun 30, 26

+211

0.00%

Fermata Advisors, LLC

9.24K

Jun 30, 26

+394

0.00%

Advisor OS, LLC

9.19K

Jun 30, 26

-37.83K

0.00%

PARK NATIONAL CORP /OH/

9.19K

Jun 30, 26

-597

0.00%

Quad-Cities Investment Group, LLC

9.12K

Jun 30, 26

+128

0.00%

TCI Wealth Advisors, Inc.

9.03K

Jun 30, 26

0.00%

Generations Wealth, LLC

9.03K

Jun 30, 26

-475

0.00%

Tempo Wealth, LLC

9.01K

Jun 30, 26

-818

0.00%

Live Oak Private Wealth LLC

8.94K

Jun 30, 26

+1.11K

0.00%

DF DENT & CO INC

8.92K

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

8.92K

Jun 30, 26

+1.04K

0.00%

PEOPLES BANK /OH

8.91K

Jun 30, 26

-377

0.00%

Haverford Financial Services, Inc.

8.90K

Jun 30, 26

0.00%

Financial Perspectives, Inc

8.87K

Jun 30, 26

+436

0.00%

River Street Advisors LLC

8.87K

Jun 30, 26

-329

0.00%

Mayfair Advisory Group, LLC

8.83K

Jun 30, 26

0.00%

Horizon Wealth Management, LLC

8.74K

Jun 30, 26

+1.62K

0.00%

TD Capital Management LLC

8.74K

Jun 30, 26

-661

0.00%

Magnus Financial Group LLC

8.72K

Jun 30, 26

-314

0.00%

Drucker Wealth 3.0, LLC

8.69K

Jun 30, 26

+1.17K

0.00%

NAPLES GLOBAL ADVISORS, LLC

8.67K

Jun 30, 26

+397

0.00%

Pine Valley Investments Ltd Liability Co

8.66K

Jun 30, 26

0.00%

WILLIAM JOHN SEMPOLINSKI

8.66K

Jun 30, 26

+4.81K

0.00%

Vigilare Wealth Management

8.66K

Jun 30, 26

-23.46K

0.00%

G&S Capital LLC

8.63K

Jun 30, 26

+72

0.00%

S Harris Financial Group, LLC

8.61K

Jun 30, 26

+19

0.00%

Cypress Wealth Services, LLC

8.61K

Jun 30, 26

+186

0.00%

Allegheny Financial Group LTD

8.59K

Jun 30, 26

+1.23K

0.00%

Intentional Wealth Strategies, LLC

8.55K

Jun 30, 26

-1.29K

0.00%

Clear Harbor Asset Management, LLC

8.54K

Jun 30, 26

-110

0.00%

Foundry Financial LLC

8.53K

Jun 30, 26

+127

0.00%

Fulcrum Capital LLC

8.52K

Jun 30, 26

-31

0.00%

Blue Edge Capital, LLC

8.51K

Jun 30, 26

+1.73K

0.00%

DUDLEY CAPITAL MANAGEMENT, LLC

8.50K

Jun 30, 26

0.00%

AVISO WEALTH MANAGEMENT

8.49K

Jun 30, 26

+264

0.00%

Gerber Kawasaki Wealth & Investment Management

8.49K

Jun 30, 26

+766

0.00%

SUMMIT WEALTH GROUP LLC / CO

8.41K

Jun 30, 26

+743

0.00%

Cedarwood Wealth LLC

8.40K

Jun 30, 26

+14

0.00%

Kelman-Lazarov, Inc.

8.40K

Jun 30, 26

-335

0.00%

Balboa Wealth Partners

8.37K

Jun 30, 26

+524

0.00%

Beaumont Asset Management, L.L.C.

8.33K

Jun 30, 26

-45

0.00%

Glassman Wealth Services

8.32K

Jun 30, 26

-76

0.00%

Seven Springs Wealth Group, LLC

8.29K

Jun 30, 26

+474

0.00%

D'Orazio & Associates, Inc.

8.29K

Jun 30, 26

+576

0.00%

Sageworth Trust Co

8.29K

Jun 30, 26

0.00%

KDK Private Wealth Management, LLC

8.29K

Jun 30, 26

-425

0.00%

Godfrey Financial Associates, Inc.

8.29K

Jun 30, 26

+19

0.00%

Rare Wolf Capital LLC

8.25K

Jun 30, 26

0.00%

KENNEDY INVESTMENT GROUP

8.23K

Jun 30, 26

+8.23K

0.00%

Signal Advisors Wealth, LLC

8.20K

Jun 30, 26

+4.37K

0.00%

Selective Wealth Management, Inc.

8.19K

Jun 30, 26

+317

0.00%

Kohmann Bosshard Financial Services, LLC

8.19K

Jun 30, 26

-18

0.00%

Sand Hill Global Advisors, LLC

8.17K

Jun 30, 26

0.00%

One Wealth Advisors, LLC

8.14K

Jun 30, 26

-5

0.00%

First Citizens Financial Corp

8.13K

Jun 30, 26

-513

0.00%

CLEAR WAVE WEALTH MANAGEMENT LLC

8.09K

Jun 30, 26

+247

0.00%

CRA Financial Services, LLC

7.97K

Jun 30, 26

-42

0.00%

Walkner Condon Financial Advisors LLC

7.96K

Jun 30, 26

-2.04K

0.00%

Key FInancial Inc

7.95K

Jun 30, 26

+27

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

7.93K

Jun 30, 26

+713

0.00%

CENTRAL VALLEY ADVISORS, LLC

7.88K

Jun 30, 26

+2.19K

0.00%

EQUITABLE TRUST CO

7.84K

Jun 30, 26

+2.17K

0.00%

1ST SOURCE BANK

7.83K

Jun 30, 26

+539

0.00%

OPTIMA CAPITAL LLC

7.82K

Jun 30, 26

+1.78K

0.00%

Kingsman Wealth Management, Inc.

7.75K

Jun 30, 26

+124

0.00%

Compass Financial Services Inc

7.74K

Jun 30, 26

+1.01K

0.00%

Inscription Capital, LLC

7.72K

Jun 30, 26

+258

0.00%

Maltin Wealth Management, Inc.

7.70K

Jun 30, 26

+239

0.00%

Traynor Capital Management, Inc.

7.69K

Jun 30, 26

-488

0.00%

Providence First Trust Co

7.68K

Jun 30, 26

+7.68K

0.00%

Genesis Wealth Advisors, LLC

7.67K

Jun 30, 26

-365

0.00%

Armstrong, Fleming & Moore, Inc

7.67K

Jun 30, 26

-119

0.00%

tru Independence LLC

7.64K

Jun 30, 26

-573

0.00%

EVERMAY WEALTH MANAGEMENT LLC

7.63K

Jun 30, 26

+5.32K

0.00%

Millington Financial Advisors, LLC

7.61K

Jun 30, 26

+21

0.00%

CHILDRESS CAPITAL ADVISORS, LLC

7.61K

Jun 30, 26

0.00%

J.E. Simmons & Co., P.C.

7.60K

Jun 30, 26

+194

0.00%

Private Wealth Advisors, LLC

7.59K

Jun 30, 26

+61

0.00%

Tidemark, LLC

7.53K

Jun 30, 26

-139

0.00%

REGATTA CAPITAL GROUP, LLC

7.53K

Jun 30, 26

0.00%

RESOLUTE WEALTH ADVISOR, INC.

7.53K

Jun 30, 26

0.00%

Stonebridge Capital Advisors LLC

7.50K

Jun 30, 26

-951

0.00%

Warther Private Wealth, LLC

7.50K

Jun 30, 26

+7.50K

0.00%

Oath Planning, LLC

7.50K

Jun 30, 26

+940

0.00%

Heartland Bank & Trust Co

7.49K

Jun 30, 26

-35

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

7.47K

Jun 30, 26

+181

0.00%

Maridea Wealth Management LLC

7.46K

Jun 30, 26

+4.00K

0.00%

VOISARD ASSET MANAGEMENT GROUP, INC.

7.45K

Jun 30, 26

0.00%

Impact Capital Partners LLC

7.40K

Jun 30, 26

-16

0.00%

My Personal CFO, LLC

7.38K

Jun 30, 26

+125

0.00%

Consolidated Planning Corp

7.38K

Jun 30, 26

+2.27K

0.00%

AM INVESTMENT STRATEGIES LLC

7.36K

Jun 30, 26

0.00%

Bogart Wealth, LLC

7.36K

Jun 30, 26

+761

0.00%

Hilltop Holdings Inc.

7.33K

Jun 30, 26

-318

0.00%

NORTHBRIDGE FINANCIAL GROUP, LLC

7.32K

Jun 30, 26

-1.40K

0.00%

Legacy Private Trust Co.

7.29K

Jun 30, 26

+50

0.00%

RVW Wealth, LLC

7.28K

Jun 30, 26

+45

0.00%

WHALEROCK POINT PARTNERS, LLC

7.26K

Jun 30, 26

-749

0.00%

RHS Financial, LLC

7.26K

Jun 30, 26

+3.25K

0.00%

Keener Financial Planning LLC

7.25K

Jun 30, 26

+350

0.00%

Oak Grove Capital LLC

7.24K

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

7.22K

Jun 30, 26

-3.87K

0.00%

Schrum Private Wealth Management LLC

7.21K

Jun 30, 26

-4.55K

0.00%

MOTCO

7.19K

Jun 30, 26

-62

0.00%

Procyon Advisors, LLC

7.19K

Jun 30, 26

-18

0.00%

Madrona Financial Services, LLC

7.15K

Jun 30, 26

+7.15K

0.00%

Spartan Wealth Advisory Services LLC

7.13K

Jun 30, 26

0.00%

Smith Thornton Advisors LLC

7.12K

Jun 30, 26

-104

0.00%

CLEAR INVESTMENT RESEARCH, LLC

7.10K

Jun 30, 26

+98

0.00%

GERMAN AMERICAN BANCORP, INC.

7.07K

Jun 30, 26

+7.07K

0.00%

Kondo Wealth Advisors, Inc.

7.04K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

7.03K

Jun 30, 26

+491

0.00%

Blue Chip Partners, LLC

7.02K

Jun 30, 26

-649

0.00%

FPC INVESTMENT ADVISORY, INC.

7.02K

Jun 30, 26

0.00%

AVAII WEALTH MANAGEMENT, LLC

7.00K

Jun 30, 26

+2.22K

0.00%

NICHOLS & PRATT ADVISERS LLP /MA

7.00K

Jun 30, 26

0.00%

Schoolcraft Capital LLC

6.99K

Jun 30, 26

-86

0.00%

SFMG, LLC

6.98K

Jun 30, 26

+402

0.00%

Archer Investment Corp

6.96K

Jun 30, 26

0.00%

Fortis Capital Management LLC

6.95K

Jun 30, 26

0.00%

Capital Planning LLC

6.95K

Jun 30, 26

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

6.94K

Jun 30, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

6.94K

Jun 30, 26

+26

0.00%

TFO-TDC, LLC

6.92K

Jun 30, 26

+219

0.00%

Sound Income Strategies, LLC

6.91K

Jun 30, 26

0.00%

CHAPIN DAVIS, INC.

6.89K

Jun 30, 26

-244

0.00%

Institute for Wealth Management, LLC.

6.88K

Jun 30, 26

-652

0.00%

BURKE & HERBERT BANK & TRUST CO

6.88K

Jun 30, 26

+903

0.00%

ALLSTREET CAPITAL ADVISORS LLC

6.88K

Jun 30, 26

+1.19K

0.00%

KEB ASSET MANAGEMENT, LLC

6.88K

Jun 30, 26

-58

0.00%

ROTHSCHILD INVESTMENT LLC

6.87K

Jun 30, 26

+2.31K

0.00%

Lynx Investment Advisory

6.85K

Jun 30, 26

+620

0.00%

PMG Wealth Management, Inc.

6.83K

Jun 30, 26

-395

0.00%

HILLTOP WEALTH ADVISORS, LLC

6.83K

Jun 30, 26

-11

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

6.83K

Jun 30, 26

-185

0.00%

Destination Wealth Management

6.82K

Jun 30, 26

-365

0.00%

SeaCrest Wealth Management, LLC

6.81K

Jun 30, 26

-1.78K

0.00%

River Wealth Advisors LLC

6.78K

Jun 30, 26

+617

0.00%

LYELL WEALTH MANAGEMENT, LP

6.76K

Jun 30, 26

-700

0.00%

DIVERSIFIED MANAGEMENT INC

6.76K

Jun 30, 26

+358

0.00%

CGN Advisors LLC

6.75K

Jun 30, 26

-99

0.00%

Keating Financial Advisory Services, Inc.

6.74K

Jun 30, 26

-3.93K

0.00%

KFA Private Wealth Group, LLC

6.72K

Jun 30, 26

+1.20K

0.00%

Kennebec Savings Bank

6.72K

Jun 30, 26

+464

0.00%

Alteri Wealth LLC

6.70K

Jun 30, 26

-2.33K

0.00%

Argentarii, LLC

6.65K

Jun 30, 26

0.00%

Noble Wealth Management PBC

6.64K

Jun 30, 26

-50

0.00%

AMARILLO NATIONAL BANK

6.63K

Jun 30, 26

+813

0.00%

Aurdan Capital Management, LLC

6.61K

Jun 30, 26

-11.09K

0.00%

Boston Trust Walden Corp

6.61K

Jun 30, 26

-270

0.00%

GOLDEN ROAD ADVISORS LLC

6.59K

Jun 30, 26

-22

0.00%

Legacy Advisors, LLC

6.59K

Jun 30, 26

+1.94K

0.00%

Fundamentum, LLC

6.58K

Jun 30, 26

-3.63K

0.00%

MITCHELL CAPITAL MANAGEMENT CO

6.57K

Jun 30, 26

-625

0.00%

Centurion Wealth Management LLC

6.51K

Jun 30, 26

-190

0.00%

United Community Bank

6.51K

Jun 30, 26

+2.81K

0.00%

Cassaday & Co Wealth Management LLC

6.50K

Jun 30, 26

-1.51K

0.00%

Gray Private Wealth, LLC

6.48K

Jun 30, 26

+765

0.00%

ELLERSON GROUP INC /ADV

6.47K

Jun 30, 26

+12

0.00%

Accredited Investors Inc.

6.46K

Jun 30, 26

-54

0.00%

PATRON PARTNERS, LLC

6.45K

Jun 30, 26

-602

0.00%

Marble Harbor Investment Counsel, LLC

6.43K

Jun 30, 26

0.00%

Advisory Alpha, LLC

6.41K

Jun 30, 26

+900

0.00%

Huntleigh Advisors, Inc.

6.41K

Jun 30, 26

+876

0.00%

ZRC WEALTH MANAGEMENT, LLC

6.39K

Jun 30, 26

-370

0.00%

Madden Advisory Services, Inc.

6.39K

Jun 30, 26

-165

0.00%

Phillips Wealth Planners LLC

6.39K

Jun 30, 26

-94

0.00%

WEALTH EFFECTS LLC

6.39K

Jun 30, 26

+6.39K

0.00%

Citizens National Bank Trust Department

6.38K

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

6.38K

Jun 30, 26

0.00%

Keudell/Morrison Wealth Management

6.35K

Jun 30, 26

-30

0.00%

Black Swift Group, LLC

6.35K

Jun 30, 26

+6.35K

0.00%

Golden State Wealth Management, LLC

6.28K

Jun 30, 26

+1.63K

0.00%

Ironwood Financial, llc

6.27K

Jun 30, 26

-247

0.00%

Gradient Capital Advisors, LLC

6.27K

Jun 30, 26

-100

0.00%

Mission Creek Capital Partners, Inc.

6.24K

Jun 30, 26

-888

0.00%

J.Safra Asset Management Corp

6.24K

Jun 30, 26

0.00%

Riverwater Partners LLC

6.24K

Jun 30, 26

0.00%

Rathbones Group PLC

6.24K

Jun 30, 26

+135

0.00%

DEARBORN PARTNERS LLC

6.21K

Jun 30, 26

+225

0.00%

Chicago Wealth Management, Inc.

6.19K

Jun 30, 26

-12

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

6.19K

Jun 30, 26

+400

0.00%

Thayer Financial, L.L.C.

6.15K

Jun 30, 26

+776

0.00%

Forum Financial Management, LP

6.14K

Jun 30, 26

-375

0.00%

EPG Wealth Management LLC

6.14K

Jun 30, 26

-2

0.00%

Sprinkle Financial Consultants LLC

6.14K

Jun 30, 26

+172

0.00%

South Shore Capital Advisors

6.07K

Jun 30, 26

+304

0.00%

SONATA CAPITAL GROUP INC

6.02K

Jun 30, 26

+6.02K

0.00%

Zhang Financial LLC

6.01K

Jun 30, 26

+224

0.00%

International Private Wealth Advisors LLC

6.00K

Jun 30, 26

-109

0.00%

Elevation Wealth Management LLC

5.99K

Jun 30, 26

-291

0.00%

Bellars Harris Wealth Management, LLC

5.98K

Jun 30, 26

+5.98K

0.00%

LJI Wealth Management, LLC

5.98K

Jun 30, 26

-132

0.00%

Berger Financial Group, Inc

5.98K

Jun 30, 26

+93

0.00%

Sunpointe, LLC

5.97K

Jun 30, 26

+5.97K

0.00%

Next Level Wealth Planning, LLC

5.97K

Jun 30, 26

-245

0.00%

Hennion & Walsh Asset Management, Inc.

5.97K

Jun 30, 26

+1.37K

0.00%

EAGLE WEALTH STRATEGIES LLC

5.96K

Jun 30, 26

+1.53K

0.00%

BURNEY CO/

5.95K

Jun 30, 26

+1.05K

0.00%

INVESTED ADVISORS

5.92K

Jun 30, 26

0.00%

Red Door Wealth Management, LLC

5.90K

Jun 30, 26

+90

0.00%

Synergy Financial Group, LTD

5.89K

Jun 30, 26

+180

0.00%

Glass Jacobson Investment Advisors llc

5.89K

Jun 30, 26

0.00%

SUMMITPOINT CAPITAL MANAGEMENT

5.88K

Jun 30, 26

-646

0.00%

Meridian Financial, LLC

5.87K

Jun 30, 26

+1.05K

0.00%

Stonekeep Investments, LLC

5.87K

Jun 30, 26

-10

0.00%

MJP ASSOCIATES INC /ADV

5.87K

Jun 30, 26

+987

0.00%

Avise Financial Cooperative, Inc.

5.85K

Jun 30, 26

+155

0.00%

Peak Retirement Planning, Inc.

5.85K

Jun 30, 26

+203

0.00%

MBA Advisors LLC

5.81K

Jun 30, 26

-3

0.00%

Dunhill Financial, LLC

5.80K

Jun 30, 26

+2.59K

0.00%

APPLETON PARTNERS INC/MA

5.79K

Jun 30, 26

+158

0.00%

Trust Co of the South

5.78K

Jun 30, 26

+163

0.00%

Henrickson Nauta Wealth Advisors, Inc.

5.73K

Jun 30, 26

0.00%

Verum Partners LLC

5.72K

Jun 30, 26

-651

0.00%

MidAtlantic Capital Management, Inc.

5.72K

Jun 30, 26

0.00%

Cardinal Point Capital Management, ULC

5.72K

Jun 30, 26

+336

0.00%

TrustBank

5.71K

Jun 30, 26

-100

0.00%

SOA Wealth Advisors, LLC.

5.71K

Jun 30, 26

-781

0.00%

Berkeley, Inc

5.69K

Jun 30, 26

+14

0.00%

Fortune Financial Advisors, LLC

5.66K

Jun 30, 26

+129

0.00%

Trust Co

5.66K

Jun 30, 26

0.00%

Northern Lights Advisors, Inc.

5.66K

Jun 30, 26

+5.66K

0.00%

Frisch Financial Group, Inc.

5.66K

Jun 30, 26

+2.57K

0.00%

NORTH STAR ASSET MANAGEMENT INC

5.66K

Jun 30, 26

-615

0.00%

Inlet Private Wealth, LLC

5.63K

Jun 30, 26

-50

0.00%

Integrity Advisory Solutions, LLC

5.62K

Jun 30, 26

+2.06K

0.00%

ACCREDITED INVESTOR SERVICES, LLC

5.61K

Jun 30, 26

0.00%

Sunesis Advisors, LLC

5.60K

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

5.59K

Jun 30, 26

0.00%

Pearl Planning LLC

5.57K

Jun 30, 26

-18

0.00%

LaSalle St. Investment Advisors, LLC

5.57K

Jun 30, 26

-27

0.00%

Bellwether Advisors, LLC

5.56K

Jun 30, 26

-39

0.00%

Sage Capital Management, LLC

5.56K

Jun 30, 26

+2.65K

0.00%

Sensible Money, LLC

5.53K

Jun 30, 26

-13

0.00%

OARSMAN CAPITAL, INC.

5.51K

Jun 30, 26

-559

0.00%

Lantern Wealth Advisors, LLC

5.50K

Jun 30, 26

+731

0.00%

DB&C Advisors, LLC

5.49K

Jun 30, 26

+54

0.00%

Shade Tree Advisors LLC

5.47K

Jun 30, 26

0.00%

Atlatl Advisers LLC

5.47K

Jun 30, 26

-11

0.00%

ALLIUM FINANCIAL ADVISORS, LLC

5.45K

Jun 30, 26

+5.45K

0.00%

RDA Financial Network

5.44K

Jun 30, 26

-3.06K

0.00%

RICHARDSON FINANCIAL SERVICES INC.

5.43K

Jun 30, 26

-335

0.00%

CPA Asset Management LLC

5.43K

Jun 30, 26

0.00%

StrongBox Wealth, LLC

5.39K

Jun 30, 26

-9

0.00%

COFG Advisors, LLC

5.35K

Jun 30, 26

+5.35K

0.00%

Financial Management Professionals, Inc.

5.32K

Jun 30, 26

+481

0.00%

Navalign, LLC

5.31K

Jun 30, 26

-420

0.00%

First Heartland Consultants, Inc.

5.29K

Jun 30, 26

+453

0.00%

TPG Financial Advisors, LLC

5.24K

Jun 30, 26

-28

0.00%

Sovran Advisors, LLC

5.23K

Jun 30, 26

+306

0.00%

MontVue Capital Management, Inc.

5.23K

Jun 30, 26

-71

0.00%

AlphaStar Capital Management, LLC

5.21K

Jun 30, 26

+765

0.00%

Kera Capital Partners, Inc.

5.20K

Jun 30, 26

+35

0.00%

ENZI WEALTH

5.19K

Jun 30, 26

-52

0.00%

LAKE STREET FINANCIAL LLC

5.19K

Jun 30, 26

+93

0.00%

VISTA INVESTMENT PARTNERS II, LLC

5.18K

Jun 30, 26

-230

0.00%

CPWA, LLC

5.16K

Jun 30, 26

-587

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

5.16K

Jun 30, 26

0.00%

SATOVSKY ASSET MANAGEMENT LLC

5.16K

Jun 30, 26

+302

0.00%

Capasso Planning Partners LLC

5.15K

Jun 30, 26

+5.15K

0.00%

Kathmere Capital Management, LLC

5.14K

Jun 30, 26

-146

0.00%

Collaborative Capital Advisors LLC

5.13K

Jun 30, 26

+5.13K

0.00%

Thrive Wealth Management, LLC

5.13K

Jun 30, 26

-448

0.00%

GRAND WEALTH MANAGEMENT, LLC

5.12K

Jun 30, 26

-32

0.00%

Fairman Group, LLC

5.12K

Jun 30, 26

-285

0.00%

Rosenberg Matthew Hamilton

5.12K

Jun 30, 26

+685

0.00%

Hill Investment Group Partners, LLC

5.08K

Jun 30, 26

0.00%

Centennial Wealth Advisory LLC

5.08K

Jun 30, 26

-593

0.00%

Goldstone Financial Group, LLC

5.08K

Jun 30, 26

+55

0.00%

HAZLETT, BURT & WATSON, INC.

5.04K

Jun 30, 26

-238

0.00%

Badgley Phelps Wealth Managers, LLC

5.04K

Jun 30, 26

+1.46K

0.00%

FC Advisory LLC

5.03K

Jun 30, 26

+605

0.00%

Alta Wealth Advisors LLC

5.03K

Jun 30, 26

-731

0.00%

Baldwin Investment Management, LLC

5.01K

Jun 30, 26

+5.01K

0.00%

Thrive Capital Management, LLC

5.00K

Jun 30, 26

+426

0.00%

Community Financial Services Group, LLC

5.00K

Jun 30, 26

0.00%

Downshift Financial, LLC

4.99K

Jun 30, 26

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

4.99K

Jun 30, 26

-110

0.00%

GatePass Capital, LLC

4.99K

Jun 30, 26

+545

0.00%

Shared Vision Wealth Group LLC

4.97K

Jun 30, 26

+43

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

4.97K

Jun 30, 26

+2.23K

0.00%

4.96K

Jun 30, 26

+708

0.00%

Keenan, LLC

4.96K

Jun 30, 26

-2.04K

0.00%

New World Advisors LLC

4.95K

Jun 30, 26

-275

0.00%

Avantax Planning Partners, Inc.

4.94K

Jun 30, 26

-92

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

4.94K

Jun 30, 26

-239

0.00%

DDFG, Inc

4.93K

Jun 30, 26

-760

0.00%

THEORY FINANCIAL LLC

4.93K

Jun 30, 26

+331

0.00%

August Group Capital Ltd

4.92K

Jun 30, 26

0.00%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

4.90K

Jun 30, 26

+575

0.00%

Samalin Investment Counsel, LLC

4.88K

Jun 30, 26

+74

0.00%

TRAN CAPITAL MANAGEMENT, L.P.

4.86K

Jun 30, 26

0.00%

Synergy Asset Management, LLC

4.84K

Jun 30, 26

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

4.84K

Jun 30, 26

+138

0.00%

Flatrock Wealth Partners LLC

4.84K

Jun 30, 26

+294

0.00%

AUCTUS ADVISORS LLC

4.83K

Jun 30, 26

0.00%

Nicholas Hoffman & Company, LLC.

4.83K

Jun 30, 26

0.00%

Frontier Asset Management, LLC

4.82K

Jun 30, 26

-65

0.00%

Key Capital Management, INC

4.80K

Jun 30, 26

+4.66K

0.00%

Seneca Financial Advisors LLC

4.79K

Jun 30, 26

0.00%

Toroso Investments, LLC

4.78K

Jun 30, 26

-452

0.00%

Wellington Grp LLC

4.76K

Jun 30, 26

-12

0.00%

SEEDS INVESTOR LLC

4.75K

Jun 30, 26

+24

0.00%

Uptown Financial Advisors LLC

4.72K

Jun 30, 26

+62

0.00%

Tolleson Wealth Management, Inc.

4.72K

Jun 30, 26

0.00%

Perfromance Wealth Partners, LLC

4.70K

Jun 30, 26

+481

0.00%

Port Capital LLC

4.68K

Jun 30, 26

+4.68K

0.00%

LIFELONG WEALTH ADVISORS, INC.

4.68K

Jun 30, 26

+51

0.00%

Round Rock Advisors, LLC

4.67K

Jun 30, 26

0.00%

FIRST TRUST ADVISORS LP

4.67K

Jun 30, 26

-749

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

4.66K

Jun 30, 26

-4.60K

0.00%

XML Financial, LLC

4.64K

Jun 30, 26

+50

0.00%

Concentrum Wealth Management

4.64K

Jun 30, 26

0.00%

Range Financial Group LLC

4.63K

Jun 30, 26

-251

0.00%

Heritage Wealth Management, Inc.

4.62K

Jun 30, 26

-142

0.00%

Mullaney, Keating & Wright, Inc.

4.62K

Jun 30, 26

-18

0.00%

Plum Street Advisors, LLC

4.61K

Jun 30, 26

+1.54K

0.00%

Xena Financial Planning, LLC

4.61K

Jun 30, 26

+4.61K

0.00%

OneAscent Financial Services LLC

4.60K

Jun 30, 26

-2.32K

0.00%

TCTC Holdings, LLC

4.60K

Jun 30, 26

+4.60K

0.00%

GLOBALT Investments LLC / GA

4.59K

Jun 30, 26

0.00%

WULFF, HANSEN & CO.

4.58K

Jun 30, 26

0.00%

Stolper Co

4.58K

Jun 30, 26

-11.41K

0.00%

PAX Financial Group, LLC

4.58K

Jun 30, 26

+29

0.00%

Everstar Asset Management, LLC

4.57K

Jun 30, 26

-109

0.00%

VISTA INVESTMENT MANAGEMENT

4.57K

Jun 30, 26

+51

0.00%

Optivise Advisory Services LLC

4.55K

Jun 30, 26

+389

0.00%

VERITY Wealth Advisors

4.54K

Jun 30, 26

-7.19K

0.00%

Curat Global, LLC

4.54K

Jun 30, 26

-100

0.00%

Foguth Wealth Management, LLC.

4.53K

Jun 30, 26

+1.61K

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

4.51K

Jun 30, 26

+956

0.00%

LITTLE HOUSE CAPITAL LLC

4.49K

Jun 30, 26

+199

0.00%

GSG Advisors LLC

4.48K

Jun 30, 26

-119

0.00%

Shepherd Street Advisors LLC

4.45K

Jun 30, 26

0.00%

Beaumont Financial Advisors, LLC

4.45K

Jun 30, 26

+232

0.00%

Abacus Planning Group, Inc.

4.45K

Jun 30, 26

0.00%

Manuka Financial, LLC

4.44K

Jun 30, 26

0.00%

Uniting Wealth Partners, LLC

4.43K

Jun 30, 26

+96

0.00%

FIRST FINANCIAL CORP /IN/

4.43K

Jun 30, 26

0.00%

Cardinal Strategic Wealth Guidance

4.43K

Jun 30, 26

-1.35K

0.00%

RTD Financial Advisors, Inc.

4.42K

Jun 30, 26

-12

0.00%

BYRNE FINANCIAL FREEDOM, LLC

4.41K

Jun 30, 26

-915

0.00%

PATTEN & PATTEN INC/TN

4.38K

Jun 30, 26

-500

0.00%

Birch Hill Investment Advisors LLC

4.37K

Jun 30, 26

-1.20K

0.00%

ROWLAND & CO INVESTMENT COUNSEL/ADV

4.36K

Jun 30, 26

0.00%

West Wealth Group, LLC

4.35K

Jun 30, 26

+1.49K

0.00%

Copia Wealth Management

4.34K

Jun 30, 26

+56

0.00%

Gemmer Asset Management LLC

4.34K

Jun 30, 26

+78

0.00%

AMARA FINANCIAL, LLC.

4.34K

Jun 30, 26

-31

0.00%

FSA Advisors, Inc.

4.33K

Jun 30, 26

+357

0.00%

IAMS WEALTH MANAGEMENT, LLC

4.33K

Jun 30, 26

+32

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

4.32K

Jun 30, 26

0.00%

Burton Enright Welch

4.32K

Jun 30, 26

0.00%

Vantus Wealth LLC

4.30K

Jun 30, 26

+4.30K

0.00%

SENTINEL PENSION ADVISORS INC

4.30K

Jun 30, 26

0.00%

CAPE ANN SAVINGS BANK

4.29K

Jun 30, 26

-580

0.00%

BCGM Wealth Management, LLC

4.26K

Jun 30, 26

-1.44K

0.00%

WHITE PINE CAPITAL LLC

4.25K

Jun 30, 26

-125

0.00%

Pines Wealth Management, LLC

4.25K

Jun 30, 26

+312

0.00%

Frazier Financial Advisors, LLC

4.25K

Jun 30, 26

0.00%

Hurley Capital, LLC

4.24K

Jun 30, 26

+57

0.00%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

4.24K

Jun 30, 26

0.00%

Regency Capital Management Inc.\DE

4.24K

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

4.24K

Jun 30, 26

0.00%

Adventist Health System/ West

4.24K

Jun 30, 26

0.00%

Farrow Financial Inc.

4.22K

Jun 30, 26

+109

0.00%

ANCHOR CAPITAL ADVISORS LLC

4.22K

Jun 30, 26

-457

0.00%

Midwest Financial Partners Investments, Inc.

4.22K

Jun 30, 26

+29

0.00%

Cairn Investment Group, Inc.

4.21K

Jun 30, 26

0.00%

Kapstone Financial Advisors LLC

4.19K

Jun 30, 26

-150

0.00%

BALLAST ADVISORS LLC

4.18K

Jun 30, 26

-1

0.00%

Plan A Wealth LLC

4.17K

Jun 30, 26

-969

0.00%

Cornerstone Financial Management LLC

4.17K

Jun 30, 26

0.00%

CVFG LLC

4.16K

Jun 30, 26

-86

0.00%

GRANDFIELD & DODD, LLC

4.16K

Jun 30, 26

0.00%

PETRA FINANCIAL ADVISORS INC

4.16K

Jun 30, 26

+4.16K

0.00%

CURTIS WEALTH MANAGEMENT LLC

4.15K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

4.15K

Jun 30, 26

+3.88K

0.00%

Cerro Pacific Wealth Advisors LLC

4.13K

Jun 30, 26

0.00%

Turim 21 Investimentos Ltda.

4.12K

Jun 30, 26

+3.61K

0.00%

NWF Advisory Services Inc.

4.12K

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

4.11K

Jun 30, 26

+4.11K

0.00%

Radnor Capital Management, LLC

4.10K

Jun 30, 26

0.00%

Modus Advisors, LLC

4.08K

Jun 30, 26

0.00%

GRANVILLE CAPITAL, INC.

4.07K

Jun 30, 26

0.00%

IF Advisors, LLC

4.07K

Jun 30, 26

0.00%

PENNINGTON PARTNERS & CO., LLC

4.06K

Jun 30, 26

-534

0.00%

GreatBanc Trust CO

4.06K

Jun 30, 26

+4.06K

0.00%

Capital Square, LLC

4.06K

Jun 30, 26

+304

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

4.05K

Jun 30, 26

+101

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

4.05K

Jun 30, 26

+1.20K

0.00%

ESL Trust Services, LLC

4.05K

Jun 30, 26

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

4.04K

Jun 30, 26

+549

0.00%

Holcombe Financial, Inc.

4.03K

Jun 30, 26

-289

0.00%

Secure Asset Management, LLC

4.02K

Jun 30, 26

-116

0.00%

One Day In July LLC

3.98K

Jun 30, 26

-10

0.00%

QTR Family Wealth, LLC

3.97K

Jun 30, 26

+21

0.00%

Plante Moran Financial Advisors, LLC

3.96K

Jun 30, 26

-221

0.00%

WPG Advisers, LLC

3.95K

Jun 30, 26

-22

0.00%

Cove Private Wealth, LLC

3.95K

Jun 30, 26

+578

0.00%

Twelve Points Wealth Management LLC

3.94K

Jun 30, 26

-11

0.00%

Geometric Wealth Advisors

3.94K

Jun 30, 26

+60

0.00%

MELFA WEALTH MANAGEMENT, LLC

3.94K

Jun 30, 26

+83

0.00%

Barnes Wealth Management Group, Inc

3.93K

Jun 30, 26

-71

0.00%

Landmark Wealth Management, LLC

3.93K

Jun 30, 26

+32

0.00%

Commonwealth Retirement Investments LLC

3.92K

Jun 30, 26

+260

0.00%

Legacy Financial Group LLC

3.92K

Jun 30, 26

-1.28K

0.00%

Summit Global Investments

3.91K

Jun 30, 26

-117

0.00%

Olistico Wealth, LLC

3.90K

Jun 30, 26

+372

0.00%

BANK OF NOVA SCOTIA TRUST CO

3.90K

Jun 30, 26

0.00%

Northwest Wealth Advisors, LLC

3.89K

Jun 30, 26

+148

0.00%

Financial Plan, Inc.

3.87K

Jun 30, 26

+672

0.00%

LVW Advisors, LLC

3.86K

Jun 30, 26

0.00%

J HAGAN CAPITAL, INC.

3.84K

Jun 30, 26

+48

0.00%

Mission Financial Group, LLC

3.84K

Jun 30, 26

+3.84K

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

3.83K

Jun 30, 26

+138

0.00%

Warner Group LLC

3.82K

Jun 30, 26

+3.82K

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

3.82K

Jun 30, 26

+700

0.00%

Glen Eagle Advisors, LLC

3.81K

Jun 30, 26

+100

0.00%

Seascape Capital Management

3.80K

Jun 30, 26

-14

0.00%

Serenus Wealth Advisors, LLC

3.80K

Jun 30, 26

0.00%

Thomasville National Bank

3.79K

Jun 30, 26

+3.79K

0.00%

Kastel Capital Advisors, LLC

3.78K

Jun 30, 26

+130

0.00%

Tepp RIA, LLC

3.78K

Jun 30, 26

+3.78K

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.78K

Jun 30, 26

-150

0.00%

Steigerwald, Gordon & Koch Inc.

3.77K

Jun 30, 26

0.00%

MOSAIC FINANCIAL GROUP, LLC

3.77K

Jun 30, 26

+38

0.00%

Millstone Evans Group, LLC

3.77K

Jun 30, 26

-7

0.00%

Brookwood Investment Group LLC

3.76K

Jun 30, 26

+83

0.00%

HBW Advisory Services LLC

3.76K

Jun 30, 26

+251

0.00%

CENTRAL BANK & TRUST CO

3.75K

Jun 30, 26

+425

0.00%

FORTRESS FINANCIAL GROUP, LLC

3.74K

Jun 30, 26

+14

0.00%

Roberts Wealth Advisors, LLC

3.73K

Jun 30, 26

-701

0.00%

Urban Wealth Management, LLC

3.73K

Jun 30, 26

0.00%

Uncommon Cents Investing LLC

3.72K

Jun 30, 26

+3.72K

0.00%

Payne Capital Management, LLC

3.71K

Jun 30, 26

-238

0.00%

Drake & Associates, LLC

3.71K

Jun 30, 26

+573

0.00%

Longview Financial Advisors LLC

3.70K

Jun 30, 26

0.00%

Principal Street Partners, LLC

3.69K

Jun 30, 26

0.00%

Jeter Robert S II

3.69K

Jun 30, 26

0.00%

Hemenway Trust Co LLC

3.68K

Jun 30, 26

0.00%

Financial Council Asset Management Inc

3.68K

Jun 30, 26

0.00%

PETTYJOHN, WOOD & WHITE, INC

3.67K

Jun 30, 26

+476

0.00%

Sage Investment Advisers LLC

3.67K

Jun 30, 26

-100

0.00%

MARYLAND CAPITAL ADVISORS INC.

3.66K

Jun 30, 26

+3.66K

0.00%

Eaton Financial Holdings Company, LLC

3.65K

Jun 30, 26

+424

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

3.65K

Jun 30, 26

-27

0.00%

Bienville Capital Management, LLC

3.64K

Jun 30, 26

+1.40K

0.00%

CHAPMAN FINANCIAL GROUP, LLC

3.64K

Jun 30, 26

0.00%

Delta Wealth Advisors LLC

3.63K

Jun 30, 26

-1.27K

0.00%

Prospect Financial Services LLC

3.61K

Jun 30, 26

+256

0.00%

PRUDENT INVESTORS NETWORK, INC.

3.61K

Jun 30, 26

+1.13K

0.00%

M.E. ALLISON & CO., INC.

3.61K

Jun 30, 26

-108

0.00%

Marshall Financial Group LLC

3.61K

Jun 30, 26

+3.61K

0.00%

Key Client Fiduciary Advisors, LLC

3.59K

Jun 30, 26

0.00%

EnRich Financial Partners LLC

3.58K

Jun 30, 26

-835

0.00%

S&T BANK/PA

3.58K

Jun 30, 26

0.00%

Dakota Wealth Management

3.57K

Jun 30, 26

-163

0.00%

Financial Planning Hawaii, Inc.

3.56K

Jun 30, 26

0.00%

Avail Investment Partners, LLC

3.55K

Jun 30, 26

0.00%

ADVISORTRUST PARTNERS, LLC

3.55K

Jun 30, 26

+358

0.00%

NBC SECURITIES, INC.

3.54K

Jun 30, 26

-159

0.00%

Headland Capital, LLC

3.54K

Jun 30, 26

-52

0.00%

Kraft, Davis & Associates, LLC

3.54K

Jun 30, 26

-200

0.00%

Farmers & Merchants Trust Co of Long Beach

3.53K

Jun 30, 26

0.00%

Fonville Wealth Management LLC

3.52K

Jun 30, 26

+590

0.00%

CAMDEN NATIONAL BANK

3.50K

Jun 30, 26

+374

0.00%

Carmel Capital Partners, LLC

3.48K

Jun 30, 26

0.00%

Bravias Capital Group, LLC

3.48K

Jun 30, 26

+33

0.00%

SFG Wealth Management, LLC.

3.47K

Jun 30, 26

+719

0.00%

Arlington Financial Advisors, LLC

3.46K

Jun 30, 26

0.00%

Warren Street Wealth Advisors, LLC

3.44K

Jun 30, 26

0.00%

Cornell Pochily Investment Advisors, Inc.

3.44K

Jun 30, 26

-72

0.00%

VISIONARY HORIZONS, LLC

3.44K

Jun 30, 26

+314

0.00%

HORAN Wealth, LLC

3.43K

Jun 30, 26

-695

0.00%

MILESTONE ASSET MANAGEMENT, LLC

3.43K

Jun 30, 26

+3.43K

0.00%

GERBER, LLC

3.43K

Jun 30, 26

0.00%

Heritage Wealth Management, Inc./Texas

3.43K

Jun 30, 26

0.00%

GREENWOOD GEARHART INC

3.42K

Jun 30, 26

+3.42K

0.00%

CULBERTSON A N & CO INC

3.41K

Jun 30, 26

+35

0.00%

SmartHarvest Portfolios, LLC

3.40K

Jun 30, 26

+508

0.00%

Formidable Asset Management, LLC

3.38K

Jun 30, 26

-111

0.00%

BluePath Capital Management, LLC

3.38K

Jun 30, 26

-349

0.00%

Collier Financial

3.38K

Jun 30, 26

+237

0.00%

GUERRA PAN ADVISORS, LLC

3.37K

Jun 30, 26

+46

0.00%

Pinnacle Financial Group, LLC / IL

3.35K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

3.35K

Jun 30, 26

-592

0.00%

Sargent Investment Group, LLC

3.35K

Jun 30, 26

+3.35K

0.00%

MKT Advisors LLC

3.35K

Jun 30, 26

0.00%

GenTrust, LLC

3.34K

Jun 30, 26

+983

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

3.34K

Jun 30, 26

-107

0.00%

Rothschild Capital Partners, LLC

3.34K

Jun 30, 26

+49

0.00%

NorthCrest Asset Manangement, LLC

3.33K

Jun 30, 26

-1.12K

0.00%

City State Bank

3.33K

Jun 30, 26

0.00%

MARINO, STRAM & ASSOCIATES LLC

3.33K

Jun 30, 26

+750

0.00%

DKM Wealth Management, Inc.

3.33K

Jun 30, 26

0.00%

Peregrine Asset Advisers, Inc.

3.32K

Jun 30, 26

-22

0.00%

USA FINANCIAL FORMULAS

3.31K

Jun 30, 26

+3.31K

0.00%

Avid Wealth Partners LLC

3.29K

Jun 30, 26

-574

0.00%

Rock Point Advisors, LLC

3.29K

Jun 30, 26

+732

0.00%

National Wealth Management Group, LLC

3.29K

Jun 30, 26

-16

0.00%

Cordoba Advisory Partners LLC

3.29K

Jun 30, 26

-278

0.00%

Quantum Financial Advisors, LLC

3.29K

Jun 30, 26

0.00%

ECLECTIC ASSOCIATES INC /ADV

3.28K

Jun 30, 26

+108

0.00%

EVOLVE PRIVATE WEALTH, LLC

3.28K

Jun 30, 26

-22.75K

0.00%

Bulwark Capital Corp

3.27K

Jun 30, 26

-8.56K

0.00%

Intergy Private Wealth, LLC

3.27K

Jun 30, 26

+3.27K

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

3.27K

Jun 30, 26

-883

0.00%

True North Advisors, LLC

3.26K

Jun 30, 26

+40

0.00%

Bragg Financial Advisors, Inc

3.26K

Jun 30, 26

+343

0.00%

RPg Family Wealth Advisory, LLC

3.25K

Jun 30, 26

-211

0.00%

Ambassador Advisors, LLC

3.24K

Jun 30, 26

0.00%

Maple Capital Management, Inc.

3.24K

Jun 30, 26

+163

0.00%

Heartwood Wealth Advisors LLC

3.23K

Jun 30, 26

0.00%

Baron Financial Group, LLC

3.23K

Jun 30, 26

-15

0.00%

Livet Wealth, LLC

3.22K

Jun 30, 26

+138

0.00%

GSB Wealth Management, LLC

3.21K

Jun 30, 26

+30

0.00%

Avalon Trust Co

3.21K

Jun 30, 26

0.00%

Hardin Capital Partners, LLC

3.21K

Jun 30, 26

0.00%

Accretive Wealth Partners, LLC

3.20K

Jun 30, 26

0.00%

Maloon Powers Pitre Higgins & Dennehy, LLC

3.20K

Jun 30, 26

+3.20K

0.00%

SNOWWATER INVESTMENT PARTNERS, LLC

3.19K

Jun 30, 26

-5.91K

0.00%

Vision Retirement, LLC

3.19K

Jun 30, 26

+104

0.00%

Pasadena Private Wealth, LLC

3.19K

Jun 30, 26

+19

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

3.18K

Jun 30, 26

0.00%

CURIO WEALTH, LLC

3.18K

Jun 30, 26

+1.27K

0.00%

Chevy Chase Trust Holdings, LLC

3.16K

Jun 30, 26

+3.16K

0.00%

Signature Resources Capital Management, LLC

3.16K

Jun 30, 26

0.00%

HOGE FINANCIAL SERVICES, LLC

3.15K

Jun 30, 26

-65

0.00%

Stillwater Private Wealth, LLC

3.15K

Jun 30, 26

0.00%

Avant Financial Advisors LLC

3.14K

Jun 30, 26

0.00%

Vision Capital Management, Inc.

3.13K

Jun 30, 26

+118

0.00%

Somerset Trust Co

3.13K

Jun 30, 26

0.00%

Vermillion & White Wealth Management Group, LLC

3.13K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

3.12K

Jun 30, 26

+290

0.00%

Nemes Rush Group LLC

3.12K

Jun 30, 26

+23

0.00%

Austin Asset Management Co Inc

3.12K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

3.11K

Jun 30, 26

+3.11K

0.00%

Capital Investment Counsel, Inc

3.11K

Jun 30, 26

0.00%

Platform Technology Partners

3.11K

Jun 30, 26

+404

0.00%

NerdWallet Wealth Partners, LLC

3.10K

Jun 30, 26

+84

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

3.10K

Jun 30, 26

+3.10K

0.00%

S.A. Mason LLC

3.10K

Jun 30, 26

+1.37K

0.00%

Balanced Rock Investment Advisor

3.09K

Jun 30, 26

-6

0.00%

Hidden Cove Wealth Management, LLC

3.09K

Jun 30, 26

-195

0.00%

Edgemoor Investment Advisors, Inc.

3.09K

Jun 30, 26

-61

0.00%

Diversified Portfolios, Inc.

3.09K

Jun 30, 26

0.00%

Covington Investment Advisors Inc.

3.08K

Jun 30, 26

+26

0.00%

Zullo Investment Group, Inc.

3.08K

Jun 30, 26

0.00%

Wilson & Boucher Capital Management, LLC

3.08K

Jun 30, 26

0.00%

Resurgent Financial Advisors LLC

3.07K

Jun 30, 26

-155

0.00%

Beaird Harris Wealth Management, LLC

3.07K

Jun 30, 26

0.00%

Private Capital Management, LLC

3.06K

Jun 30, 26

-280

0.00%

Covestor Ltd

3.05K

Jun 30, 26

+103

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

3.04K

Jun 30, 26

+104

0.00%

Landing Point Financial Group, LLC

3.03K

Jun 30, 26

-6.64K

0.00%

Rayburn West Financial Services LLC

3.02K

Jun 30, 26

0.00%

Family Wealth Group, LLC

3.02K

Jun 30, 26

+136

0.00%

POM Investment Strategies, LLC

3.02K

Jun 30, 26

+131

0.00%

Insight Wealth Strategies, LLC

3.02K

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

3.01K

Jun 30, 26

-64

0.00%

Kerntke Otto McGlone Wealth Management Group

3.00K

Jun 30, 26

-24

0.00%

626 Financial, LLC

3.00K

Jun 30, 26

+48

0.00%

HighMark Wealth Management LLC

2.99K

Jun 30, 26

-164

0.00%

Luken Investment Analytics, LLC

2.98K

Jun 30, 26

0.00%

Stillwater Capital Advisors, LLC

2.98K

Jun 30, 26

+2.98K

0.00%

Opal Wealth Advisors, LLC

2.97K

Jun 30, 26

+203

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

2.96K

Jun 30, 26

-132

0.00%

Brady Martz Wealth Solutions, LLC

2.96K

Jun 30, 26

+2.96K

0.00%

ARGENT CAPITAL MANAGEMENT LLC

2.93K

Jun 30, 26

0.00%

Arlington Trust Co LLC

2.93K

Jun 30, 26

+1.43K

0.00%

Provident Wealth Management, LLC

2.93K

Jun 30, 26

+604

0.00%

LEE DANNER & BASS INC

2.90K

Jun 30, 26

0.00%

BridgePort Financial Solutions, LLC

2.90K

Jun 30, 26

0.00%

Christensen, King & Associates Investment Services, Inc.

2.90K

Jun 30, 26

0.00%

Swan Global Investments, LLC

2.89K

Jun 30, 26

+201

0.00%

Baring Financial LLC

2.89K

Jun 30, 26

+24

0.00%

KMG FIDUCIARY PARTNERS, LLC

2.89K

Jun 30, 26

-71.95K

0.00%

Vickerman Investment Advisors, Inc.

2.88K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

2.88K

Jun 30, 26

0.00%

Latitude Advisors, LLC

2.87K

Jun 30, 26

+148

0.00%

Foster Victor Wealth Advisors, LLC

2.87K

Jun 30, 26

-100

0.00%

Align Financial, LLC

2.87K

Jun 30, 26

0.00%

Michels Family Financial, LLC

2.87K

Jun 30, 26

+12

0.00%

Pacifica Partners Inc.

2.86K

Jun 30, 26

0.00%

Integris Wealth Management, LLC

2.86K

Jun 30, 26

0.00%

Indie Asset Partners, LLC

2.85K

Jun 30, 26

0.00%

Francis Financial, Inc.

2.84K

Jun 30, 26

-681

0.00%

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

2.84K

Jun 30, 26

-350

0.00%

MBM Wealth Consultants, LLC

2.83K

Jun 30, 26

+2.81K

0.00%

Wealth Forward, LLC

2.83K

Jun 30, 26

0.00%

RIK SAYLOR FINANCIAL, INC.

2.83K

Jun 30, 26

+2.83K

0.00%

RETIREMITTEN FINANCIAL LLC

2.82K

Jun 30, 26

+1.34K

0.00%

Aspire Capital Advisors LLC

2.82K

Jun 30, 26

-632

0.00%

Sharkey, Howes & Javer

2.82K

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

2.81K

Jun 30, 26

0.00%

CAPITAL ADVISORS INC/OK

2.80K

Jun 30, 26

+300

0.00%

Cassady Wealth & Retirement Planning, LLC

2.80K

Jun 30, 26

-38

0.00%

Knuff & Co LLC

2.80K

Jun 30, 26

0.00%

CRUX WEALTH ADVISORS

2.79K

Jun 30, 26

+45

0.00%

VERUS WEALTH MANAGEMENT, LLC

2.79K

Jun 30, 26

+2.79K

0.00%

Breachway Investments LLC

2.79K

Jun 30, 26

-125

0.00%

London & Capital Asset Management Ltd

2.79K

Jun 30, 26

+2.79K

0.00%

PLANWISER FINANCIAL, LLC

2.78K

Jun 30, 26

-1.08K

0.00%

Atlas Brown,Inc.

2.78K

Jun 30, 26

-2

0.00%

Weaver Consulting Group

2.78K

Jun 30, 26

+205

0.00%

Upper Left Wealth Management, LLC

2.77K

Jun 30, 26

-303

0.00%

LexAurum Advisors, LLC

2.75K

Jun 30, 26

-391

0.00%

Strathmore Capital Advisors, Inc.

2.74K

Jun 30, 26

-315

0.00%

Strategic Financial Concepts, LLC

2.74K

Jun 30, 26

-3.72K

0.00%

Insight Advisors, LLC/ PA

2.74K

Jun 30, 26

-412

0.00%

Foundation Wealth Management, LLC

2.73K

Jun 30, 26

+43

0.00%

Pflug Koory, LLC

2.73K

Jun 30, 26

0.00%

Sterling Investment Counsel, LLC

2.72K

Jun 30, 26

-129

0.00%

AMERIFLEX GROUP, INC.

2.72K

Jun 30, 26

+1.56K

0.00%

CHERRYDALE WEALTH MANAGEMENT, LLC

2.72K

Jun 30, 26

-67

0.00%

Bank OZK

2.71K

Jun 30, 26

-180

0.00%

KRM WEALTH MANAGEMENT L.L.C.

2.71K

Jun 30, 26

+42

0.00%

Oder Investment Management, LLC

2.70K

Jun 30, 26

0.00%

Vigil Wealth Management, LLC

2.70K

Jun 30, 26

-10

0.00%

Altus Wealth Group LLC

2.70K

Jun 30, 26

0.00%

Journey Advisory Group, LLC

2.70K

Jun 30, 26

+2.70K

0.00%

WASHINGTON TRUST BANK

2.69K

Jun 30, 26

-292

0.00%

Foster Group, Inc.

2.69K

Jun 30, 26

+159

0.00%

POINCIANA ADVISORS GROUP, LLC

2.68K

Jun 30, 26

0.00%

JB Capital LLC

2.68K

Jun 30, 26

+350

0.00%

NORRIS PERNE & FRENCH LLP/MI

2.66K

Jun 30, 26

+413

0.00%

Capital Asset Managemnet, LLC

2.66K

Jun 30, 26

-8.78K

0.00%

Chesapeake Wealth Management

2.65K

Jun 30, 26

+135

0.00%

Smithfield Trust Co

2.65K

Jun 30, 26

0.00%

First National Bank of Hutchinson

2.65K

Jun 30, 26

-625

0.00%

Willis Investment Counsel

2.63K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

2.63K

Jun 30, 26

-2.69K

0.00%

NATURAL INVESTMENTS, LLC

2.63K

Jun 30, 26

0.00%

American Capital Advisory, LLC

2.62K

Jun 30, 26

+13

0.00%

L.K. Benson & Company, P.C.

2.62K

Jun 30, 26

0.00%

IFC Advisors LLC

2.61K

Jun 30, 26

0.00%

Centennial Bank/AR/

2.59K

Jun 30, 26

-1.01K

0.00%

J. L. Bainbridge & Co., Inc.

2.59K

Jun 30, 26

-700

0.00%

First National Advisers, LLC

2.59K

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

2.59K

Jun 30, 26

0.00%

Riverstone Advisors, LLC

2.59K

Jun 30, 26

+21

0.00%

Napier Financial, LLC

2.56K

Jun 30, 26

+12

0.00%

Stockman Wealth Management, Inc.

2.56K

Jun 30, 26

+2.56K

0.00%

FAYEZ SAROFIM & CO

2.56K

Jun 30, 26

0.00%

CogentBlue Wealth Advisors, LLC

2.55K

Jun 30, 26

+2.55K

0.00%

SeedSafe Financial LLC

2.55K

Jun 30, 26

0.00%

MY Wealth Management Inc.

2.54K

Jun 30, 26

+2.54K

0.00%

ShoreHaven Wealth Partners, LLC

2.53K

Jun 30, 26

0.00%

WealthBridge Capital Management, LLC

2.53K

Jun 30, 26

0.00%

Eldridge Investment Advisors, Inc.

2.52K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

2.51K

Jun 30, 26

+95

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.50K

Jun 30, 26

+120

0.00%

YOUNGS ADVISORY GROUP, INC.

2.48K

Jun 30, 26

-350

0.00%

David R. Rahn & Associates Inc.

2.46K

Jun 30, 26

+2.46K

0.00%

Bouvel Investment Partners, LLC

2.46K

Jun 30, 26

+27

0.00%

ProVise Management Group, LLC

2.46K

Jun 30, 26

+71

0.00%

KLCM Advisors, Inc.

2.45K

Jun 30, 26

0.00%

EVERPAR ADVISORS LLC

2.43K

Jun 30, 26

-1.01K

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

2.43K

Jun 30, 26

+185

0.00%

Flagship Private Wealth, LLC

2.43K

Jun 30, 26

-73

0.00%

Oxinas Partners Wealth Management LLC

2.43K

Jun 30, 26

-183

0.00%

Arbor Wealth Advisors LLC

2.43K

Jun 30, 26

0.00%

KFG WEALTH MANAGEMENT, LLC

2.42K

Jun 30, 26

+114

0.00%

Nova Wealth Management, Inc.

2.42K

Jun 30, 26

-461

0.00%

Flagstone Financial Management

2.42K

Jun 30, 26

0.00%

Transcendent Capital Group LLC

2.41K

Jun 30, 26

-150

0.00%

Arsenal Capital Advisors LLC

2.40K

Jun 30, 26

+39

0.00%

Shotwell Rutter Baer Inc

2.40K

Jun 30, 26

0.00%

WORLD EQUITY GROUP, INC.

2.40K

Jun 30, 26

-179

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

2.40K

Jun 30, 26

0.00%

Baker Avenue Asset Management, LP

2.40K

Jun 30, 26

+2.40K

0.00%

Elite Life Management LLC

2.38K

Jun 30, 26

0.00%

Inlight Wealth Management, LLC

2.38K

Jun 30, 26

0.00%

apricus wealth, LLC

2.37K

Jun 30, 26

+2.37K

0.00%

Sincerus Advisory, LLC

2.37K

Jun 30, 26

0.00%

Calamos Advisors LLC

2.37K

Jun 30, 26

-107.54K

0.00%

WealthTrust Axiom LLC

2.37K

Jun 30, 26

+153

0.00%

Clearstead Trust, LLC

2.36K

Jun 30, 26

+109

0.00%

Carson Advisory Inc.

2.36K

Jun 30, 26

+2.36K

0.00%

HARBOR ADVISORY CORP /MA/

2.35K

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

2.34K

Jun 30, 26

+662

0.00%

Richardson Capital Management LLC

2.34K

Jun 30, 26

+18

0.00%

Presidio Capital Management, LLC

2.33K

Jun 30, 26

-144

0.00%

Aegis Wealth Management, Inc.

2.33K

Jun 30, 26

+2.33K

0.00%

ROBERTS GLORE & CO INC /IL/

2.32K

Jun 30, 26

-915

0.00%

KERR FINANCIAL PLANNING Corp

2.32K

Jun 30, 26

-100

0.00%

Hamilton Point Investment Advisors, LLC

2.32K

Jun 30, 26

0.00%

Ashford Advisors, LLC

2.31K

Jun 30, 26

0.00%

ABNER HERRMAN & BROCK LLC

2.31K

Jun 30, 26

-100

0.00%

LEGACY SOLUTIONS, LLC

2.31K

Jun 30, 26

+2.31K

0.00%

New Harbor Financial Group, LLC

2.31K

Jun 30, 26

+2.31K

0.00%

Guardian Partners Inc.

2.31K

Jun 30, 26

-1

0.00%

Sterling Wealth Management, Inc.

2.29K

Jun 30, 26

+2.29K

0.00%

WoodTrust Financial Corp

2.29K

Jun 30, 26

+2.29K

0.00%

Alpha Zero LLC

2.29K

Jun 30, 26

+2.29K

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

2.27K

Jun 30, 26

0.00%

Wayfinding Financial, LLC

2.27K

Jun 30, 26

+2.27K

0.00%

LifeGoal Wealth Advisors

2.27K

Jun 30, 26

+18

0.00%

JHP Wealth Management, LLC

2.26K

Jun 30, 26

+2.26K

0.00%

Adams Wealth Management

2.25K

Jun 30, 26

-1.04K

0.00%

CacheTech Inc.

2.25K

Jun 30, 26

-1.04K

0.00%

Brindle & Bay Financial Advisors, LLC

2.25K

Jun 30, 26

+31

0.00%

Financial Network Wealth Management LLC

2.25K

Jun 30, 26

0.00%

1900 WEALTH MANAGEMENT LLC

2.25K

Jun 30, 26

+2.25K

0.00%

Bensler, LLC

2.25K

Jun 30, 26

+2.25K

0.00%

HFG Advisors, Inc.

2.24K

Jun 30, 26

0.00%

TILIA FIDUCIARY PARTNERS, INC.

2.23K

Jun 30, 26

+2.23K

0.00%

Lifeworks Advisors, LLC

2.23K

Jun 30, 26

-806

0.00%

SageGuard Financial Group, LLC

2.22K

Jun 30, 26

-1.40K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

2.22K

Jun 30, 26

+2.22K

0.00%

E&G Advisors, LP

2.22K

Jun 30, 26

0.00%

Capstone Financial Advisors, Inc.

2.22K

Jun 30, 26

+2.22K

0.00%

LAVELLE CAPITAL LP

2.21K

Jun 30, 26

0.00%

OSTERWEIS CAPITAL MANAGEMENT INC

2.21K

Jun 30, 26

-4.03K

0.00%

Mawer Investment Management Ltd.

2.21K

Jun 30, 26

+2.21K

0.00%

Piscataqua Savings Bank

2.20K

Jun 30, 26

-1

0.00%

ARMSTRONG ADVISORY GROUP, INC

2.20K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

2.20K

Jun 30, 26

+1.49K

0.00%

Cynosure Group, LLC

2.20K

Jun 30, 26

-12.38K

0.00%

Onyx Bridge Wealth Group LLC

2.19K

Jun 30, 26

-128

0.00%

Clearwater Capital Advisors, LLC

2.19K

Jun 30, 26

-43

0.00%

BOS Asset Management, LLC

2.19K

Jun 30, 26

+2.19K

0.00%

Freedom Day Solutions, LLC

2.19K

Jun 30, 26

+2.19K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

2.17K

Jun 30, 26

+2.17K

0.00%

Pekin Hardy Strauss, Inc.

2.17K

Jun 30, 26

+2.17K

0.00%

Valtinson Bruner Financial Planning LLC

2.13K

Jun 30, 26

-162

0.00%

J.P. Marvel Investment Advisors, LLC

2.13K

Jun 30, 26

+2.13K

0.00%

Your Advocates Ltd., LLP

2.12K

Jun 30, 26

+119

0.00%

Cornerstone Wealth Group, LLC

2.12K

Jun 30, 26

+2.12K

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

2.12K

Jun 30, 26

+2.12K

0.00%

CLUNE & ASSOCIATES, LTD.

2.12K

Jun 30, 26

-184

0.00%

Meridian Wealth Partners, LLC

2.11K

Jun 30, 26

-250

0.00%

Rollins Financial Advisors, LLC

2.11K

Jun 30, 26

+2.11K

0.00%

Checchi Capital Advisers, LLC

2.11K

Jun 30, 26

+2.11K

0.00%

Tenon Financial LLC

2.10K

Jun 30, 26

-316

0.00%

Axis Wealth Partners, LLC

2.10K

Jun 30, 26

+2.10K

0.00%

Annex Advisory Services, LLC

2.08K

Jun 30, 26

+2.08K

0.00%

Laurel Wealth Planning LLC

2.08K

Jun 30, 26

-767

0.00%

Prosperity Planning, Inc.

2.07K

Jun 30, 26

-157

0.00%

Nalls Sherbakoff Group, LLC

2.03K

Jun 30, 26

+32

0.00%

Gen-Wealth Partners Inc

2.02K

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

1.94K

Jun 30, 26

0.00%

Allied Private Wealth LLC

1.94K

Jun 30, 26

+1.94K

0.00%

Insight Inv LLC

1.88K

Jun 30, 26

-700

0.00%

SFAM, LLC

1.84K

Jun 30, 26

+1.45K

0.00%

BFSG, LLC

1.81K

Jun 30, 26

+52

0.00%

DecisionPoint Financial, LLC

1.74K

Jun 30, 26

+291

0.00%

Signature Equity Partners, LLC

1.73K

Jun 30, 26

-377

0.00%

Fountainhead AM, LLC

1.71K

Jun 30, 26

-818

0.00%

First Bancorp, Inc /ME/

1.71K

Jun 30, 26

+1.71K

0.00%

GILL CAPITAL PARTNERS, LLC

1.70K

Jun 30, 26

0.00%

Bank of New Hampshire

1.69K

Jun 30, 26

+806

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.68K

Jun 30, 26

+168

0.00%

Bravera Wealth

1.68K

Jun 30, 26

-6.46K

0.00%

IMG Wealth Management, Inc.

1.65K

Jun 30, 26

-621

0.00%

LFA - Lugano Financial Advisors SA

1.63K

Jun 30, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

1.62K

Jun 30, 26

0.00%

Planning Strategies Inc.

1.62K

Jun 30, 26

+1.62K

0.00%

DHJJ Financial Advisors, Ltd.

1.61K

Jun 30, 26

-2.07K

0.00%

Prestige Wealth Management Group LLC

1.61K

Jun 30, 26

+168

0.00%

Oakworth Capital, Inc.

1.61K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

1.60K

Jun 30, 26

0.00%

United Financial Planning Group LLC

1.55K

Jun 30, 26

0.00%

Concord Wealth Partners

1.50K

Jun 30, 26

+1.50K

0.00%

Canton Hathaway, LLC

1.50K

Jun 30, 26

+1.50K

0.00%

CGC Financial Services, LLC

1.50K

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

1.48K

Jun 30, 26

+1.48K

0.00%

Triumph Capital Management

1.48K

Jun 30, 26

-503

0.00%

Fi3 FINANCIAL ADVISORS, LLC

1.46K

Jun 30, 26

-43.05K

0.00%

MCDONALD PARTNERS LLC

1.43K

Jun 30, 26

+1.43K

0.00%

First Pacific Financial

1.39K

Jun 30, 26

-105

0.00%

Hilton Head Capital Partners, LLC

1.38K

Jun 30, 26

+14

0.00%

FIRST COMMUNITY TRUST NA

1.35K

Jun 30, 26

+374

0.00%

MRP Capital Investments, LLC

1.35K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

1.35K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

1.30K

Jun 30, 26

+40

0.00%

Holos Integrated Wealth LLC

1.29K

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

1.29K

Jun 30, 26

+99

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.27K

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

1.25K

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

1.23K

Jun 30, 26

+41

0.00%

GFS Advisors, LLC

1.15K

Jun 30, 26

-4.05K

0.00%

Silver Grove Financial Group, Inc.

1.15K

Jun 30, 26

+642

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.13K

Jun 30, 26

-36

0.00%

Stone House Investment Management, LLC

1.12K

Jun 30, 26

-3

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

1.10K

Jun 30, 26

0.00%

Investors Research Corp

1.10K

Jun 30, 26

-160

0.00%

Pillar Financial Advisors, LLC

1.09K

Jun 30, 26

0.00%

Morse Asset Management, Inc

1.05K

Jun 30, 26

0.00%

Cliffwater LLC

1.04K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.00K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

968

Jun 30, 26

+920

0.00%

Moisand Fitzgerald Tamayo, LLC

967

Jun 30, 26

+633

0.00%

Newton One Investments LLC

961

Jun 30, 26

+30

0.00%

Timbuktu Capital Management, LLC

955

Jun 30, 26

+955

0.00%

Markowski Investments

936

Jun 30, 26

+936

0.00%

Minot DeBlois Advisors LLC

935

Jun 30, 26

-15

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

930

Jun 30, 26

0.00%

PlanVest Financial, Inc

925

Jun 30, 26

0.00%

Pioneer Family Office, LLC

906

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

900

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

889

Jun 30, 26

+889

0.00%

Roxbury Financial LLC

883

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

866

Jun 30, 26

+450

0.00%

First PREMIER Bank

864

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

855

Jun 30, 26

-67

0.00%

Marquette Asset Management, LLC

846

Jun 30, 26

0.00%

Essential Partners LLC

843

Jun 30, 26

-10

0.00%

PFS Partners, LLC

842

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

825

Jun 30, 26

-190

0.00%

ATWOOD & PALMER INC

812

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

807

Jun 30, 26

+55

0.00%

High Note Wealth, LLC

791

Jun 30, 26

0.00%

Front Row Advisors LLC

790

Jun 30, 26

+15

0.00%

Darwin Wealth Management, LLC

763

Jun 30, 26

0.00%

Twin Lakes Capital Management, LLC

754

Jun 30, 26

+12

0.00%

MTM Investment Management, LLC

752

Jun 30, 26

+72

0.00%

Activest Wealth Management

722

Jun 30, 26

-15.68K

0.00%

ABOUND FINANCIAL, LLC

710

Jun 30, 26

0.00%

Redwood Park Advisors LLC

705

Jun 30, 26

+104

0.00%

Harbor Asset Planning, Inc.

705

Jun 30, 26

-572

0.00%

SITTNER & NELSON, LLC

703

Jun 30, 26

+45

0.00%

Chung Wu Investment Group, LLC

700

Jun 30, 26

+700

0.00%

Tower Research Capital LLC (TRC)

686

Jun 30, 26

+686

0.00%

Addison Advisors LLC

683

Jun 30, 26

-160

0.00%

Tacita Capital Inc

674

Jun 30, 26

0.00%

UNION SAVINGS BANK

668

Jun 30, 26

-51

0.00%

Sunrise Financial Services, LLC

666

Jun 30, 26

-414

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

664

Jun 30, 26

+556

0.00%

Birchwood Financial Partners, Inc.

656

Jun 30, 26

+11

0.00%

Banque Transatlantique SA

630

Jun 30, 26

-155

0.00%

Trifecta Capital Advisors, LLC

625

Jun 30, 26

+625

0.00%

TOTH FINANCIAL ADVISORY CORP

615

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

615

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

608

Jun 30, 26

+296

0.00%

Aventura Private Wealth, LLC

588

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

568

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

558

Jun 30, 26

0.00%

Kimelman & Baird, LLC

542

Jun 30, 26

0.00%

Breakwater Investment Management

519

Jun 30, 26

0.00%

VIMA LLC

508

Jun 30, 26

+508

0.00%

Hoese & Co LLP

493

Jun 30, 26

+493

0.00%

CONQUIS FINANCIAL LLC

492

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

477

Jun 30, 26

0.00%

Orion Capital Management LLC

471

Jun 30, 26

-305

0.00%

Cetera Trust Company, N.A

468

Jun 30, 26

0.00%

Crews Bank & Trust

460

Jun 30, 26

+32

0.00%

Westend Capital Management, LLC

444

Jun 30, 26

-45

0.00%

N.E.W. Advisory Services LLC

440

Jun 30, 26

0.00%

Integrity Financial Corp /WA

426

Jun 30, 26

0.00%

SOFI WEALTH, LLC

425

Jun 30, 26

+398

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

419

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

413

Jun 30, 26

+413

0.00%

Spectrum Wealth Advisory Group, LLC

412

Jun 30, 26

+412

0.00%

Global Trust Asset Management, LLC

400

Jun 30, 26

-304

0.00%

Main Street Group, LTD

377

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

368

Jun 30, 26

-71.82K

0.00%

Cornerstone Planning Group LLC

359

Jun 30, 26

+17

0.00%

MB, LEVIS & ASSOCIATES, LLC

352

Jun 30, 26

0.00%

Blume Capital Management, Inc.

350

Jun 30, 26

0.00%

Graney & King, LLC

342

Jun 30, 26

+188

0.00%

Cape Investment Advisory, Inc.

338

Jun 30, 26

+338

0.00%

Pacific Center for Financial Services

314

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

299

Jun 30, 26

-117

0.00%

Comprehensive Financial Planning, Inc./PA

296

Jun 30, 26

0.00%

Robinswood Financial LLC

296

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

290

Jun 30, 26

+290

0.00%

Sachetta, LLC

289

Jun 30, 26

0.00%

Kopp Family Office, LLC

270

Jun 30, 26

+270

0.00%

Battery Global Advisors, LLC

264

Jun 30, 26

0.00%

Evolution Advisers, Inc.

253

Jun 30, 26

+84

0.00%

Morling Financial Advisors, LLC

249

Jun 30, 26

+249

0.00%

Kozak & Associates, Inc.

248

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

238

Jun 30, 26

0.00%

Midwest Capital Advisors, LLC

235

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

230

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

229

Jun 30, 26

0.00%

Networth Advisors, LLC

226

Jun 30, 26

-396

0.00%

Atlantic Private Wealth, LLC

226

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

218

Jun 30, 26

-136

0.00%

Quest 10 Wealth Builders, Inc.

216

Jun 30, 26

-14

0.00%

Burk Holdings LLC

214

Jun 30, 26

-101

0.00%

Delos Wealth Advisors, LLC

213

Jun 30, 26

+213

0.00%

Bullock Wealth Management Group

208

Jun 30, 26

+208

0.00%

VALLEY NATIONAL ADVISERS INC

207

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

203

Jun 30, 26

+203

0.00%

ARCADIA INVESTMENT ADVISORS LLC

197

Jun 30, 26

0.00%

Hughes Financial Services, LLC

195

Jun 30, 26

0.00%

Bank & Trust Co

188

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

186

Jun 30, 26

0.00%

Benson Wealth Management INC

183

Jun 30, 26

0.00%

CNB Bank

173

Jun 30, 26

0.00%

LRI Investments, LLC

170

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

169

Jun 30, 26

+169

0.00%

Bell Investment Advisors, Inc

168

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

161

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

155

Jun 30, 26

0.00%

Davis Capital Management

154

Jun 30, 26

0.00%

NorthAvenue LLC

153

Jun 30, 26

0.00%

Paladin Partners, LLC

150

Jun 30, 26

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

145

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

135

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

129

Jun 30, 26

+90

0.00%

Sellwood Consulting LLC

129

Jun 30, 26

0.00%

XP Advisory US, Inc.

121

Jun 30, 26

+121

0.00%

Anchor Bay Capital, Inc.

115

Jun 30, 26

+115

0.00%

Philadelphia Investment Partners, LLC

114

Jun 30, 26

0.00%

RED REEF ADVISORS LLC

113

Jun 30, 26

0.00%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

111

Jun 30, 26

0.00%

Bruce G. Allen Investments, LLC

110

Jun 30, 26

0.00%

Hilltop National Bank

108

Jun 30, 26

0.00%

BIRCHBROOK, INC.

105

Jun 30, 26

0.00%

ADIRONDACK TRUST CO

105

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

100

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

0.00%

Cypress Capital Management LLC (WY)

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

-50

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

+67

0.00%

Lummis Asset Management, LP

Jun 30, 26

0.00%

Cheviot Value Management, LLC

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

Jun 30, 26

0.00%

Ravenstone Capital Management Inc.

Jun 30, 26

+64

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

Jun 30, 26

+50

0.00%

Fairscale Capital, LLC

Jun 30, 26

0.00%

GODSEY & GIBB, INC

Jun 30, 26

-177

0.00%

Go Invest LLC

Jun 30, 26

0.00%

Sawyer & Company, Inc

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

Jun 30, 26

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

Jun 30, 26

+32

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

+28

0.00%

ARVEST INVESTMENTS, INC.

Jun 30, 26

+27

0.00%

Navigoe, LLC

Jun 30, 26

0.00%

Peachtree Investment Partners, LLC

Jun 30, 26

+25

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

+20

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

0.00%

Parvin Asset Management, LLC

Jun 30, 26

0.00%

RAELIPSKIE PARTNERSHIP

Jun 30, 26

0.00%

Costello Asset Management, INC

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

+12

0.00%

Clark Wealth Partners

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

LAWOOD & CO

Jun 30, 26

-3.97K

Pictet North America Advisors SA

Jun 30, 26

-21.43K

Talisman Wealth Advisors LLC

Jun 30, 26

-5.66K

Bedel Financial Consulting, Inc.

Jun 30, 26

-3.05K

Ethos Financial Group, LLC

Jun 30, 26

-7.92K

Victrix Investment Advisors

Jun 30, 26

-15.10K

Cannon Advisors, Inc.

Jun 30, 26

-3.70K

ADKINS SEALE CAPITAL MANAGEMENT LLC

Jun 30, 26

-74

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-6.00K

Deane Retirement Strategies, Inc.

Jun 30, 26

-113

Seneschal Advisors, LLC

Jun 30, 26

-126

Rice Partnership, LLC

Jun 30, 26

-857

EJMK Ventures LLC

Jun 30, 26

-4.08K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-17.24K

IFS Group,LLC

Jun 30, 26

-29.65K

Causey Wealth LLC

Jun 30, 26

-2.23K

TopTier Wealth Management, LLC

Jun 30, 26

-199

PITTENGER & ANDERSON INC

Jun 30, 26

-62

Destiny Wealth Partners, LLC

Jun 30, 26

-4.78K

Team Financial Group, LLC

Jun 30, 26

-57

Willis Johnson & Associates, Inc.

Jun 30, 26

-11.33K

Archer Investment Management, LLC

Jun 30, 26

-2.82K

Baer Investment Advisory LLC

Jun 30, 26

-11.91K

Heirloom Wealth Management

Jun 30, 26

-5.40K

TrueWealth Financial Partners

Jun 30, 26

-11.63K

Portus Wealth Advisors, LLC

Jun 30, 26

-25

Hibernia Wealth Partners, LLC

Jun 30, 26

-4.79K

Neumann Capital Management, LLC

Jun 30, 26

-297.48K

Perkins Coie Trust Co

Jun 30, 26

-190

Old Peak Finance LLC

Jun 30, 26

-4.80K

Financial Sense Advisors, Inc.

Jun 30, 26

-2.73K

PROTECTIVE LIFE CORP

Jun 30, 26

-284

Unique Wealth Strategies, LLC

Jun 30, 26

-11.57K

Missouri Trust & Investment Co

Jun 30, 26

-660

Lakeridge Wealth Management LLC

Jun 30, 26

-2.32K

Summit Financial Strategies, Inc.

Jun 30, 26

-2.24K

Cypress Point Wealth Management, LLC

Jun 30, 26

-3.94K

GTS SECURITIES LLC

Jun 30, 26

-3.48K

FLC Capital Advisors

Jun 30, 26

-2.37K

Blueprint Investment Partners LLC

Jun 30, 26

-19.58K

Wealth Science Advisors LLC

Jun 30, 26

-206

Concorde Asset Management, LLC

Jun 30, 26

-6.51K

Kilter Group LLC

Jun 30, 26

-60

Financial & Tax Architects, LLC

Jun 30, 26

-2.73K

Emprise Bank

Jun 30, 26

-2.21K

NIXON PEABODY TRUST CO

Jun 30, 26

-4.46K

ICAPITAL WEALTH LLC

Jun 30, 26

-2.27K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.77K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-3.94K

HOEY INVESTMENTS, INC

Jun 30, 26

-528

Golden State Equity Partners

Jun 30, 26

-31.94K

Darden Wealth Group Inc

Jun 30, 26

-5.63K

Elevated Financial Group LLC

Jun 30, 26

-2.66K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-1.51K

EVOKE WEALTH, LLC

Jun 30, 26

-29.35K

Hillsdale Investment Management Inc.

Jun 30, 26

-21

Gilman Hill Asset Management, LLC

Jun 30, 26

-2.50K

Strengthening Families & Communities, LLC

Jun 30, 26

-250

Avondale Wealth Management

Jun 30, 26

-4.50K

Global Assets Advisory, LLC

Jun 30, 26

-1.18K

Alamar Capital Management, LLC

Jun 30, 26

-4.14K

Wise Wealth Partners

Jun 30, 26

-7.98K

Farnam Financial LLC

Jun 30, 26

-3.12K

Net Worth Advisory Group

Jun 30, 26

-10.85K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-144.70K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-1.96K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-215

SAWGRASS ASSET MANAGEMENT LLC

Jun 30, 26

-2.56K

ROSS\JOHNSON & Associates LLC

Jun 30, 26

-73

Windsor Advisory Group, LLC

Jun 30, 26

-1.64K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-23.25K

IMC-Chicago, LLC

Jun 30, 26

-19.17K

Headlands Technologies LLC

Jun 30, 26

-11.98K

PEOPLES FINANCIAL SERVICES CORP.

Jun 30, 26

-69

ETF Store, Inc.

Jun 30, 26

-2.77K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-23

BURKETT FINANCIAL SERVICES, LLC

Jun 30, 26

-175

Richmond Investment Services, LLC

Jun 30, 26

-30.22K

WFA of San Diego, LLC

Jun 30, 26

-20

American National Bank of Texas

Jun 30, 26

-3.14K

Mill Creek Capital Advisors, LLC

4.64M

Mar 31, 26

+231.51K

0.25%

CWM, LLC

736.10K

Mar 31, 26

-213.97K

0.04%

EXENCIAL WEALTH ADVISORS, LLC

187.76K

Mar 31, 26

-3.78K

0.01%

Sunbelt Securities, Inc.

113.19K

Mar 31, 26

-2.20K

0.01%

Jackson Hole Capital Partners, LLC

106.04K

Mar 31, 26

+744

0.01%

Red Tortoise LLC

92.31K

Mar 31, 26

-3.08K

0.00%

CIM INVESTMENT MANAGEMENT INC

91.55K

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

81.51K

Mar 31, 26

+64.27K

0.00%

Parkside Financial Bank & Trust

68.77K

Mar 31, 26

-144

0.00%

Skopos Labs, Inc.

66.20K

Mar 31, 26

+7.89K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

50.78K

Mar 31, 26

-981

0.00%

SkyView Investment Advisors, LLC

49.19K

Mar 31, 26

+14

0.00%

Bank of Jackson Hole Trust

42.27K

Mar 31, 26

-217

0.00%

North Berkeley Wealth Management, LLC

39.33K

Mar 31, 26

+25.81K

0.00%

Evanson Asset Management, LLC

39.03K

Mar 31, 26

0.00%

INTEGRITY WEALTH ADVISORS, INC.

36.23K

Mar 31, 26

+16.61K

0.00%

Pathfinder Wealth Consulting, Inc.

31.69K

Mar 31, 26

-809

0.00%

Charter Oak Capital Management, LLC

25.45K

Mar 31, 26

+3.49K

0.00%

Vivaldi Capital Management LP

21.50K

Mar 31, 26

-1.64K

0.00%

U.S. Capital Wealth Advisors, LLC

18.60K

Mar 31, 26

-1.66K

0.00%

Cherry Tree Wealth Management, LLC

18.33K

Mar 31, 26

-15

0.00%

JOURNEY STRATEGIC WEALTH LLC

17.83K

Mar 31, 26

-80

0.00%

CANANDAIGUA NATIONAL CORP

17.82K

Mar 31, 26

+17.82K

0.00%

RoundAngle Advisors LLC

17.06K

Mar 31, 26

+105

0.00%

Coordinated Financial Services, Inc.

16.04K

Mar 31, 26

-559

0.00%

Reflection Asset Management

15.65K

Mar 31, 26

-166

0.00%

GM Advisory Group, Inc.

12.56K

Mar 31, 26

-89

0.00%

Talon Private Wealth, LLC

9.42K

Mar 31, 26

+9.42K

0.00%

Gibbs Wealth Management

6.35K

Mar 31, 26

+6.35K

0.00%

Leo Wealth, LLC

6.29K

Mar 31, 26

+236

0.00%

USA Financial Portformulas Corp

5.37K

Mar 31, 26

+3.19K

0.00%

BROWN, LISLE/CUMMINGS, INC.

4.71K

Mar 31, 26

+145

0.00%

DGS Capital Management, LLC

4.57K

Mar 31, 26

+258

0.00%

Financial Gravity Asset Management, Inc.

4.31K

Mar 31, 26

0.00%

Canandaigua National Trust Co of Florida

4.23K

Mar 31, 26

0.00%

Efficient Advisors, LLC

4.23K

Mar 31, 26

-223

0.00%

Anchor Investment Management, LLC

3.15K

Mar 31, 26

-352

0.00%

McIlrath & Eck, LLC

2.98K

Mar 31, 26

+1.02K

0.00%

Catalina Capital Group, LLC

2.29K

Mar 31, 26

+2.29K

0.00%

Evelyn Partners Asset Management Ltd

2.27K

Mar 31, 26

+1.47K

0.00%

North Ridge Wealth Advisors, Inc.

1.63K

Mar 31, 26

-75

0.00%

Anfield Capital Management, LLC

331

Mar 31, 26

0.00%

Horizons Wealth Management

321

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

155

Mar 31, 26

+155

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Mar 31, 26

-60

0.00%

SOL Capital Management CO

Mar 31, 26

-17.07K

Northeast Financial Group, Inc.

Mar 31, 26

-6.96K

COMERICA BANK

1.24M

Dec 31, 25

+8.23K

0.07%

Janney Capital Management LLC

838.03K

Dec 31, 25

-18.52K

0.04%

Long Run Wealth Advisors, LLC

371.74K

Dec 31, 25

+18.40K

0.02%

MidWestOne Financial Group, Inc.

268.26K

Dec 31, 25

+7.54K

0.01%

CIBC Private Wealth Group, LLC

206.58K

Dec 31, 25

+136.24K

0.01%

ROVIN CAPITAL /UT/ /ADV

84.92K

Dec 31, 25

-3.73K

0.00%

Stephens Consulting, LLC

71.19K

Dec 31, 25

-859

0.00%

VANGUARD GROUP INC

67.58K

Dec 31, 25

+5.24K

0.00%

Bowman & Co S.C.

66.14K

Dec 31, 25

-1.39K

0.00%

Litman Gregory Wealth Management LLC

29.01K

Dec 31, 25

-962

0.00%

Quent Long Short Global Small Cap Fund, LP

26.02K

Dec 31, 25

+26.02K

0.00%

FineMark National Bank & Trust

21.32K

Dec 31, 25

+1.39K

0.00%

NDVR, Inc.

19.99K

Dec 31, 25

+19

0.00%

Dentgroup LLC

15.63K

Dec 31, 25

-851

0.00%

NICOLET ADVISORY SERVICES, LLC

10.31K

Dec 31, 25

-12.92K

0.00%

Vantage Financial Partners, LLC

7.05K

Dec 31, 25

-251

0.00%

Oldfather Financial Services, LLC

6.93K

Dec 31, 25

+6.93K

0.00%

Heritage Financial Services, LLC

5.59K

Dec 31, 25

+258

0.00%

MGB Wealth Management, LLC

5.55K

Dec 31, 25

0.00%

MLG Wealth Management DBA Pine Grove Financial Group

4.67K

Dec 31, 25

+4.67K

0.00%

Running Point Capital Advisors, LLC

4.33K

Dec 31, 25

0.00%

Clarius Group, LLC

3.82K

Dec 31, 25

0.00%

Total Wealth Planning, LLC

3.37K

Dec 31, 25

-29.20K

0.00%

High Falls Advisors, Inc

3.28K

Dec 31, 25

-2.38K

0.00%

Alpha Cubed Investments, LLC

3.23K

Dec 31, 25

+489

0.00%

ORG Partners LLC

2.95K

Dec 31, 25

+228

0.00%

CAPITAL INSIGHT PARTNERS, LLC

2.36K

Dec 31, 25

0.00%

Pandora Wealth, Inc.

1.28K

Dec 31, 25

0.00%

Ransom Advisory, Ltd

286

Dec 31, 25

+286

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.68K

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-4.47K

New Millennium Group LLC

Dec 31, 25

-223

Cadence Bank

Dec 31, 25

-10.53K

Northwest Capital Management Inc

Dec 31, 25

-572

Full Sail Capital, LLC

1.18M

Sep 30, 25

-14.60K

0.06%

O'Dell Group, LLC

323.48K

Sep 30, 25

+77.11K

0.02%

Wela Strategies, Inc.

266.18K

Sep 30, 25

-34.81K

0.01%

SYNOVUS FINANCIAL CORP

254.13K

Sep 30, 25

+39.02K

0.01%

Glenmede Investment Management, LP

172.68K

Sep 30, 25

+8.00K

0.01%

SPC Financial, Inc.

132.14K

Sep 30, 25

+2.33K

0.01%

COUNTRY CLUB BANK /GFN

116.54K

Sep 30, 25

-135

0.01%

Wealthstream Advisors, Inc.

108.00K

Sep 30, 25

-683

0.01%

TEXAS CAPITAL BANCSHARES INC/TX

101.97K

Sep 30, 25

-62.22K

0.01%

Ascent Capital Management, LLC

69.82K

Sep 30, 25

-4.90K

0.00%

Wells Trecaso Financial Group, LLC

65.33K

Sep 30, 25

-52.59K

0.00%

PINNACLE FINANCIAL PARTNERS INC

39.96K

Sep 30, 25

-38.25K

0.00%

WETHERBY ASSET MANAGEMENT INC

31.76K

Sep 30, 25

+482

0.00%

Certus Wealth Management, LLC

24.85K

Sep 30, 25

-1.42K

0.00%

Siligmueller & Norvid Wealth Advisors LLC

22.28K

Sep 30, 25

+22.28K

0.00%

GRIES FINANCIAL LLC

17.01K

Sep 30, 25

+12.78K

0.00%

Binnacle Investments Inc

16.53K

Sep 30, 25

-118

0.00%

FIRST NATIONAL CORP /MA/ /ADV

16.07K

Sep 30, 25

-1.40K

0.00%

New Century Financial Group, LLC

13.01K

Sep 30, 25

-483

0.00%

Fortress Wealth Management, Inc.

12.38K

Sep 30, 25

-1.96K

0.00%

Bristlecone Advisors, LLC

12.08K

Sep 30, 25

+250

0.00%

PITCAIRN CO

10.69K

Sep 30, 25

-180

0.00%

JFG Wealth Management, LLC

9.31K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

8.15K

Sep 30, 25

-370

0.00%

MAS Advisors LLC

5.47K

Sep 30, 25

+321

0.00%

Burt Wealth Advisors

4.79K

Sep 30, 25

0.00%

Watts Gwilliam & Co., LLC

4.78K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

4.41K

Sep 30, 25

+16

0.00%

PBMares Wealth Management LLC

4.36K

Sep 30, 25

-67

0.00%

Moloney Securities Asset Management, LLC

3.75K

Sep 30, 25

+270

0.00%

Sonora Investment Management Group, LLC

3.16K

Sep 30, 25

+3.16K

0.00%

Gitterman Wealth Management, LLC

2.95K

Sep 30, 25

-394

0.00%

OPTIMUM INVESTMENT ADVISORS

2.33K

Sep 30, 25

+59

0.00%

Hemington Wealth Management

1.64K

Sep 30, 25

+153

0.00%

Kathleen S. Wright Associates Inc.

1.60K

Sep 30, 25

0.00%

Guerra Advisors Inc

1.43K

Sep 30, 25

+1.43K

0.00%

Pineridge Advisors LLC

1.26K

Sep 30, 25

+75

0.00%

Stuart Chaussee & Associates, Inc.

1.20K

Sep 30, 25

+1.20K

0.00%

Promus Capital, LLC

777

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

531

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

218

Sep 30, 25

+218

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

122

Sep 30, 25

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-105

Financial Advocates Investment Management

Sep 30, 25

-299.40K

WFA Asset Management Corp

Sep 30, 25

-13

AVANTAX ADVISORY SERVICES, INC.

6.59M

Jun 30, 25

-5.41K

0.35%

OLYMPUS WEALTH MANAGEMENT, LLC

819.17K

Jun 30, 25

+150.72K

0.04%

University of Massachusetts Foundation, Inc.

359.51K

Jun 30, 25

0.02%

Congress Wealth Management LLC / DE /

288.09K

Jun 30, 25

+4.98K

0.02%

Atria Wealth Solutions, Inc.

212.83K

Jun 30, 25

-156.52K

0.01%

Better Money Decisions, LLC

200.43K

Jun 30, 25

+4.77K

0.01%

DOHJ, LLC

187.45K

Jun 30, 25

-34.11K

0.01%

First Horizon Advisors, Inc.

150.81K

Jun 30, 25

-809

0.01%

Graypoint LLC

97.04K

Jun 30, 25

+3.16K

0.01%

Christopher J. Hasenberg, Inc

63.31K

Jun 30, 25

+21.97K

0.00%

Waypoint Wealth Partners Inc.

57.40K

Jun 30, 25

-69

0.00%

PrairieView Partners, LLC

49.28K

Jun 30, 25

+1.88K

0.00%

DHK Financial Advisors, Inc.

33.39K

Jun 30, 25

-111

0.00%

Family Firm, Inc.

26.70K

Jun 30, 25

+5.18K

0.00%

Summit X, LLC

21.32K

Jun 30, 25

+518

0.00%

MONTAG & CALDWELL, LLC

17.03K

Jun 30, 25

-1

0.00%

Northeast Financial Consultants Inc

16.35K

Jun 30, 25

+577

0.00%

Blue Oak Capital, LLC

7.03K

Jun 30, 25

0.00%

SUMMIT INVESTMENT ADVISORS, INC.

6.82K

Jun 30, 25

+91

0.00%

Sebold Capital Management, Inc.

6.36K

Jun 30, 25

-90

0.00%

Parkside Advisors LLC

5.61K

Jun 30, 25

+5.61K

0.00%

Clarity Capital Partners LLC

4.92K

Jun 30, 25

-6.66K

0.00%

Horan Securities, Inc.

4.32K

Jun 30, 25

+4.32K

0.00%

Blue Investment Partners LLC

3.90K

Jun 30, 25

+3.90K

0.00%

My Legacy Advisors, LLC

2.66K

Jun 30, 25

-262

0.00%

Good Life Advisors, LLC

2.46K

Jun 30, 25

+2.46K

0.00%

Parkworth Wealth Management, Inc.

2.29K

Jun 30, 25

+12

0.00%

Centricity Wealth Management, LLC

1.42K

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

1.06K

Jun 30, 25

+1.06K

0.00%

Capital A Wealth Management, LLC

1.04K

Jun 30, 25

+842

0.00%

Iron Horse Wealth Management, LLC

586

Jun 30, 25

+294

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

+10

0.00%

FUTURE YOU WEALTH LLC

Jun 30, 25

-3.01K

Marcum Wealth, LLC

596.25K

Mar 31, 25

-4.67K

0.03%

Orion Portfolio Solutions, LLC

482.11K

Mar 31, 25

-174.69K

0.03%

Safeguard Financial, LLC

349.56K

Mar 31, 25

+17.48K

0.02%

Proquility Private Wealth Partners, LLC

266.98K

Mar 31, 25

+25.80K

0.01%

Spectrum Wealth Counsel, LLC

179.37K

Mar 31, 25

+163.30K

0.01%

Bremer Bank National Association

116.40K

Mar 31, 25

-885

0.01%

Wade Financial Advisory, Inc

98.49K

Mar 31, 25

+161

0.01%

West Coast Financial LLC

86.97K

Mar 31, 25

+83.95K

0.00%

Lane & Associates LLC

79.43K

Mar 31, 25

+43.58K

0.00%

NAPATREE CAPITAL LLC

63.32K

Mar 31, 25

+44.55K

0.00%

BluePointe Capital Management, LLC

36.66K

Mar 31, 25

+29.98K

0.00%

Grant/GrossMendelsohn, LLC

18.51K

Mar 31, 25

+1.26K

0.00%

Coordinated Financial Services, Inc./CO

18.17K

Mar 31, 25

+18.17K

0.00%

Sabal Trust CO

11.90K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

11.70K

Mar 31, 25

+699

0.00%

Sandy Spring Bank

10.21K

Mar 31, 25

+1.23K

0.00%

Vista Wealth Management Group, LLC

9.54K

Mar 31, 25

-1

0.00%

LPF Advisors LLC

6.10K

Mar 31, 25

0.00%

Rappaport Reiches Capital Management, LLC

5.96K

Mar 31, 25

+5.96K

0.00%

Aveo Capital Partners, LLC

3.78K

Mar 31, 25

-132.09K

0.00%

Cahill Wealth Management, LLC

3.06K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

1.50K

Mar 31, 25

-1.42K

0.00%

Nuveen Asset Management, LLC

4.41M

Dec 31, 24

+306.78K

0.23%

Edge Capital Group, LLC

991.76K

Dec 31, 24

+14.48K

0.05%

LAKE STREET ADVISORS GROUP, LLC

495.22K

Dec 31, 24

-13.50K

0.03%

Fairhaven Wealth Management, LLC

417.73K

Dec 31, 24

+7.07K

0.02%

Peninsula Wealth, LLC

131.45K

Dec 31, 24

-2.00K

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

114.46K

Dec 31, 24

-13.29K

0.01%

Bray Capital Advisors

54.90K

Dec 31, 24

-965

0.00%

Wellington Wealth Strategies, LLC.

48.82K

Dec 31, 24

+2.47K

0.00%

Compass Investment Advisers LLC

40.83K

Dec 31, 24

+40.83K

0.00%

Zions Bancorporation, N.A.

26.81K

Dec 31, 24

0.00%

BOSTON FINANCIAL MANGEMENT LLC

21.08K

Dec 31, 24

+7.89K

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

17.02K

Dec 31, 24

-89

0.00%

Carlson Capital Management

13.72K

Dec 31, 24

0.00%

Bison Wealth, LLC

12.79K

Dec 31, 24

-3.13K

0.00%

Merriman Wealth Management, LLC

10.19K

Dec 31, 24

-1.85K

0.00%

Northwest Bank & Trust Co

10.13K

Dec 31, 24

-120

0.00%

Private Portfolio Partners LLC

7.10K

Dec 31, 24

+276

0.00%

TrinityPoint Wealth, LLC

6.08K

Dec 31, 24

+477

0.00%

Southern Style Financial, Inc.

4.86K

Dec 31, 24

+4.86K

0.00%

WMS Partners, LLC

4.72K

Dec 31, 24

+1.79K

0.00%

Madison Investment Advisors, LLC

4.58K

Dec 31, 24

+4.58K

0.00%

HTLF Bank

3.25K

Dec 31, 24

+140

0.00%

Riggs Capital Management LLC

3.06K

Dec 31, 24

+3.06K

0.00%

Sugarloaf Wealth Management, LLC

3.01K

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

2.69K

Dec 31, 24

+131

0.00%

Cassady Schiller Wealth Management, LLC

2.00K

Dec 31, 24

-544

0.00%

WINTRUST INVESTMENTS LLC

1.64K

Dec 31, 24

+841

0.00%

WR Wealth Planners, LLC

592

Dec 31, 24

-418

0.00%

CRITERION CAPITAL ADVISORS, LLC

531

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

410

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

300

Dec 31, 24

0.00%

Maiden Cove Capital, LLC

Dec 31, 24

-2.76K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.12K

RAYMOND JAMES & ASSOCIATES

30.03M

Sep 30, 24

+281.79K

1.59%

Raymond James Financial Services Advisors, Inc.

7.11M

Sep 30, 24

+84.92K

0.38%

DAN L DUNCAN FOUNDATION

671.21K

Sep 30, 24

0.04%

RAYMOND JAMES TRUST N.A.

423.96K

Sep 30, 24

+29.74K

0.02%

FinTrust Capital Advisors, LLC

208.15K

Sep 30, 24

+6.90K

0.01%

CONCENTRIC WEALTH MANAGEMENT, LLC

169.21K

Sep 30, 24

+4.46K

0.01%

Halpern Financial, Inc.

155.03K

Sep 30, 24

-2.36K

0.01%

Family Asset Management, LLC

121.87K

Sep 30, 24

-10.97K

0.01%

Pegasus Partners Ltd.

94.97K

Sep 30, 24

+534

0.01%

Alera Investment Advisors, LLC

86.18K

Sep 30, 24

+1.43K

0.00%

Kowal Investment Group, LLC

83.70K

Sep 30, 24

+16.03K

0.00%

Annapolis Financial Services, LLC

37.72K

Sep 30, 24

0.00%

Axiom Advisory, LLC

35.84K

Sep 30, 24

+752

0.00%

Argent Financial Group, Inc.

30.62K

Sep 30, 24

+30.62K

0.00%

CIC Wealth, LLC

29.16K

Sep 30, 24

+551

0.00%

Planning Capital Management Corp

26.25K

Sep 30, 24

+6.60K

0.00%

GYL FINANCIAL SYNERGIES, LLC

25.28K

Sep 30, 24

+282

0.00%

Wealthgate Family Office, LLC

24.99K

Sep 30, 24

+22.22K

0.00%

SpiderRock Advisors, LLC

24.37K

Sep 30, 24

+19.77K

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

20.98K

Sep 30, 24

0.00%

Source Financial Advisors LLC

20.53K

Sep 30, 24

-5.55K

0.00%

Diversified, LLC

17.79K

Sep 30, 24

+941

0.00%

Edmonds Duncan Registered Investment Advisors, LLC

15.03K

Sep 30, 24

+3.17K

0.00%

ETFIDEA, LLC

14.29K

Sep 30, 24

0.00%

Sweet Financial Partners, LLC

13.76K

Sep 30, 24

+400

0.00%

9258 Wealth Management, LLC

12.62K

Sep 30, 24

-65

0.00%

New Potomac Partners, LLC

11.37K

Sep 30, 24

0.00%

CEDRUS LLC

11.22K

Sep 30, 24

+2.40K

0.00%

RAYMOND JAMES TRUST CO. OF NH

9.25K

Sep 30, 24

+995

0.00%

Brophy Wealth Management, LLC

7.21K

Sep 30, 24

+7.21K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

7.12K

Sep 30, 24

-300

0.00%

LifePro Asset Management

6.46K

Sep 30, 24

+418

0.00%

Hyperion Partners, LLC

4.01K

Sep 30, 24

+409

0.00%

Carmichael Hill & Associates, Inc.

1.00K

Sep 30, 24

-225

0.00%

First Personal Financial Services

665

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

550

Sep 30, 24

0.00%

VitalStone Financial, LLC

277

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+21

0.00%

BlackRock Inc.

31.66M

Jun 30, 24

-3.75M

1.67%

Gratus Capital LLC

1.18M

Jun 30, 24

+47.41K

0.06%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

623.97K

Jun 30, 24

-471

0.03%

Regis Acquisition Inc.

560.64K

Jun 30, 24

-13.42K

0.03%

ARVEST TRUST CO N A

249.94K

Jun 30, 24

+4.29K

0.01%

Regis Management CO LLC

184.13K

Jun 30, 24

-3.81K

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

80.89K

Jun 30, 24

-1.19K

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

52.53K

Jun 30, 24

-5.79K

0.00%

TCWP LLC

12.26K

Jun 30, 24

+2.58K

0.00%

Relative Value Partners Group, LLC

12.05K

Jun 30, 24

-147.63K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

8.83K

Jun 30, 24

+2.09K

0.00%

GIRARD PARTNERS LTD.

8.27K

Jun 30, 24

-352

0.00%

Vantage Financial Partners Ltd., Inc.

7.12K

Jun 30, 24

-187.46K

0.00%

Abbrea Capital, LLC

5.99K

Jun 30, 24

-166

0.00%

HYMAN CHARLES D

4.19K

Jun 30, 24

+27

0.00%

Epic Trust Investment Advisors, LLC

3.38K

Jun 30, 24

0.00%

Private Ocean, LLC

3.00K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

2.28K

Jun 30, 24

-19.84K

0.00%

Spotlight Asset Group, Inc.

1.28K

Jun 30, 24

-200

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

394

Jun 30, 24

-26

0.00%

EMFO, LLC

278

Jun 30, 24

0.00%

CREDIT SUISSE AG/

2.47M

Mar 31, 24

0.13%

Cetera Advisor Networks LLC

1.72M

Mar 31, 24

+67.51K

0.09%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

587.42K

Mar 31, 24

-10.71K

0.03%

InterOcean Capital Group, LLC

586.45K

Mar 31, 24

+163.97K

0.03%

Cetera Advisors LLC

569.27K

Mar 31, 24

+222.04K

0.03%

Ratio Wealth Group

307.71K

Mar 31, 24

+3.37K

0.02%

Atlas Private Wealth Management

67.70K

Mar 31, 24

+16.40K

0.00%

Benedetti & Gucer, Inc.

34.93K

Mar 31, 24

+1.76K

0.00%

Strategic Wealth Partners Group LLC

25.36K

Mar 31, 24

-1.76K

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

20.46K

Mar 31, 24

+20.46K

0.00%

Ziegler Capital Management, LLC

15.53K

Mar 31, 24

0.00%

Coulter & Justus Financial Services, LLC

10.10K

Mar 31, 24

+10.10K

0.00%

CAMBRIDGE TRUST CO

7.40K

Mar 31, 24

-1.26K

0.00%

AMERICAN NATIONAL BANK & TRUST CO /VA/

6.29K

Mar 31, 24

+6.29K

0.00%

Charles Schwab Investment Advisory, Inc.

5.36K

Mar 31, 24

-2.03K

0.00%

Bromfield Sneider Wealth Advisors

5.31K

Mar 31, 24

0.00%

Coppell Advisory Solutions Corp.

3.09K

Mar 31, 24

+3.09K

0.00%

EUDAIMONIA ADVISORS LLC

2.84K

Mar 31, 24

-421

0.00%

Kopp LeRoy C

1.40K

Mar 31, 24

+1.40K

0.00%

Retirement Group, LLC

1.30K

Mar 31, 24

0.00%

NORWOOD FINANCIAL CORP

200

Mar 31, 24

0.00%

Connectus Wealth, LLC

Mar 31, 24

-5.52K

Eudaimonia Partners, LLC

Mar 31, 24

-4.03K

Bartlett & Co. LLC

1.10M

Dec 31, 23

+31.09K

0.06%

Baystate Wealth Management LLC

748.21K

Dec 31, 23

-12.46K

0.04%

LWS Wealth Advisors, Inc.

306.88K

Dec 31, 23

+20.30K

0.02%

Adroit Compliance, LLC

231.86K

Dec 31, 23

+231.86K

0.01%

Curi Wealth Management, LLC

190.23K

Dec 31, 23

+4.29K

0.01%

Columbia Trust Co 01012016

102.45K

Dec 31, 23

+62.11K

0.01%

Simplicity Solutions, LLC

86.59K

Dec 31, 23

+2.07K

0.00%

WADE G W & INC

79.91K

Dec 31, 23

+4.87K

0.00%

WEALTHSOURCE PARTNERS, LLC

47.49K

Dec 31, 23

-3.62K

0.00%

StrategIQ Financial Group, LLC

20.60K

Dec 31, 23

+181

0.00%

DFPG INVESTMENTS, LLC

17.61K

Dec 31, 23

+3.16K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

13.57K

Dec 31, 23

+13.57K

0.00%

TELEMUS CAPITAL, LLC

7.42K

Dec 31, 23

-925

0.00%

Bridgeworth, LLC

4.22K

Dec 31, 23

-60

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

1.03K

Dec 31, 23

-122

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

2.09M

Sep 30, 23

-3.53K

0.11%

PATHSTONE FAMILY OFFICE, LLC

518.57K

Sep 30, 23

+14.38K

0.03%

FOSTER DYKEMA CABOT & CO INC/MA

209.00K

Sep 30, 23

-5.36K

0.01%

COLONY GROUP LLC

166.45K

Sep 30, 23

-68.57K

0.01%

COMERICA SECURITIES,INC.

101.58K

Sep 30, 23

-27.03K

0.01%

Polaris Wealth Advisory Group, LLC

61.41K

Sep 30, 23

+61.41K

0.00%

KB FINANCIAL PARTNERS, LLC

52.31K

Sep 30, 23

0.00%

FRONT BARNETT ASSOCIATES LLC

45.50K

Sep 30, 23

-1.43K

0.00%

Daniels&Tansey,LLP

44.84K

Sep 30, 23

-378.64K

0.00%

BRIGGS ADVISORY GROUP, INC.

43.43K

Sep 30, 23

-590

0.00%

KCS Wealth Advisory

28.65K

Sep 30, 23

-22.55K

0.00%

TIEDEMANN ADVISORS, LLC

28.31K

Sep 30, 23

+2.33K

0.00%

WealthOne, LLC

19.17K

Sep 30, 23

-6.43K

0.00%

Icon Wealth Partners, LLC

18.76K

Sep 30, 23

-1

0.00%

MADISON WEALTH MANAGEMENT

13.67K

Sep 30, 23

-20

0.00%

ADVISOR PARTNERS II, LLC

13.13K

Sep 30, 23

-2.50K

0.00%

Coury Firm Asset Management LLC

8.63K

Sep 30, 23

-1.52K

0.00%

ROTHSCHILD INVESTMENT CORP /IL

7.33K

Sep 30, 23

+4.28K

0.00%

ROPES WEALTH ADVISORS LLC

6.17K

Sep 30, 23

-28.40K

0.00%

Truadvice, LLC

4.02K

Sep 30, 23

-431

0.00%

Column Capital Advisors, LLC

3.38K

Sep 30, 23

0.00%

Lowell Blake & Associates Inc.

3.13K

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

165

Sep 30, 23

0.00%

KENFARB & CO.

Sep 30, 23

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-3.44K

Tri-Star Advisors Inc.

Sep 30, 23

-2.95K

TIAA, FSB

58.98M

Jun 30, 23

-1.93M

3.12%

First Command Financial Services, Inc.

2.35M

Jun 30, 23

+241.53K

0.12%

First Command Bank

2.35M

Jun 30, 23

+241.53K

0.12%

PFS INVESTMENTS INC.

1.19M

Jun 30, 23

+400.20K

0.06%

BDO Wealth Advisors, LLC

858.10K

Jun 30, 23

-8.33K

0.05%

BerganKDV Wealth Management, LLC

481.96K

Jun 30, 23

+7.43K

0.03%

Lumature Wealth Partners, LLC

84.59K

Jun 30, 23

+356

0.00%

Veritable, L.P.

31.93K

Jun 30, 23

+13.37K

0.00%

Ten Capital Wealth Advisors, LLC

16.64K

Jun 30, 23

-181

0.00%

AJ WEALTH STRATEGIES, LLC

13.70K

Jun 30, 23

-24.50K

0.00%

BMS Financial Advisors, LLC

7.89K

Jun 30, 23

+34

0.00%

LEO BROKERAGE, LLC

5.45K

Jun 30, 23

-370

0.00%

Endurance Wealth Management, Inc.

3.36K

Jun 30, 23

-75

0.00%

Vident Investment Advisory, LLC

3.04K

Jun 30, 23

+3.04K

0.00%

First Capital Advisors Group, LLC.

2.85K

Jun 30, 23

+434

0.00%

TimeScale Financial, Inc.

1.95K

Jun 30, 23

+179

0.00%

Kistler-Tiffany Companies, LLC

684

Jun 30, 23

+40

0.00%

Vigilant Capital Management, LLC

110

Jun 30, 23

0.00%

Kalos Management, Inc.

Jun 30, 23

-43

Southern Wealth Management, LLP

400.31K

Mar 31, 23

+6.05K

0.02%

Parsec Financial Management, Inc.

226.75K

Mar 31, 23

+6.43K

0.01%

TPB WEALTH ADVISORS

91.06K

Mar 31, 23

+91.06K

0.00%

Baldrige Asset Management LLC

68.75K

Mar 31, 23

+3.41K

0.00%

Domani Wealth, LLC

40.69K

Mar 31, 23

-259

0.00%

HighTower Trust Company, N.A.

34.04K

Mar 31, 23

-578

0.00%

Andesa Financial Management Inc.

16.68K

Mar 31, 23

+7.04K

0.00%

Avalon Investment & Advisory

7.30K

Mar 31, 23

-6.09K

0.00%

LeJeune Puetz Investment Counsel LLC

1.79K

Mar 31, 23

+1.79K

0.00%

Ahrens Investment Partners LLC

650

Mar 31, 23

+650

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-169

0.00%

Ford Financial Group, LLC

Mar 31, 23

-11.27K

Personal Capital Advisors Corp

1.76M

Dec 31, 22

+1.75M

0.09%

ALLSTATE INVESTMENT MANAGEMENT CO

536.83K

Dec 31, 22

+536.83K

0.03%

Gallagher Benefit Services, Inc.

427.02K

Dec 31, 22

+427.02K

0.02%

F3Logic, LLC

427.02K

Dec 31, 22

-104.75K

0.02%

GOFEN & GLOSSBERG LLC /IL/

148.38K

Dec 31, 22

-3.32K

0.01%

WC Walker & Associates, Inc.

134.88K

Dec 31, 22

+27.82K

0.01%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

118.59K

Dec 31, 22

-542

0.01%

Sargent Bickham Lagudis LLC

44.12K

Dec 31, 22

+14.37K

0.00%

Capital Directions Investment Advisors, LLC

23.31K

Dec 31, 22

+23.31K

0.00%

REFRAME WEALTH, LLC

23.31K

Dec 31, 22

+23.31K

0.00%

ZEKE CAPITAL ADVISORS, LLC

10.56K

Dec 31, 22

-232

0.00%

RESOLUTE FINANCIAL, LLC

9.62K

Dec 31, 22

-1.78K

0.00%

Momentum Advisors, LLC

7.84K

Dec 31, 22

+1.69K

0.00%

Laurel Wealth Advisors, Inc.

6.43K

Dec 31, 22

+1.12K

0.00%

BOENNING & SCATTERGOOD, INC.

4.95K

Dec 31, 22

+175

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

2.43K

Dec 31, 22

-1.10K

0.00%

Align Wealth Management, LLC

1.06K

Dec 31, 22

+1.06K

0.00%

S.C. Financial Services, Inc.

Dec 31, 22

-6.70K

BANK OF THE WEST

Dec 31, 22

-4.00K

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-409

Cribstone Capital Management, LLC

Dec 31, 22

-94

Wealthsimple Inc.

7.07M

Sep 30, 22

+264.01K

0.37%

ROOSEVELT INVESTMENT GROUP LLC

1.46M

Sep 30, 22

+41.70K

0.08%

EATON VANCE MANAGEMENT

820.08K

Sep 30, 22

-4.22K

0.04%

55I, LLC

815.25K

Sep 30, 22

+355.57K

0.04%

Highland Private Wealth Management

603.10K

Sep 30, 22

+28.15K

0.03%

MUFG Americas Holdings Corp

580.23K

Sep 30, 22

+109.25K

0.03%

DRW SECURITIES, L.L.C.

483.73K

Sep 30, 22

+483.73K

0.03%

McCutchen Group LLC

265.68K

Sep 30, 22

-4.72K

0.01%

Karp Capital Management Corp

130.55K

Sep 30, 22

-38.97K

0.01%

BLUESTEIN R H & CO LLC

79.61K

Sep 30, 22

+19.09K

0.00%

American Portfolios Advisors

47.01K

Sep 30, 22

-4.10K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

40.00K

Sep 30, 22

-22.36K

0.00%

CPWM, LLC

34.43K

Sep 30, 22

+9.80K

0.00%

Brightworth

31.02K

Sep 30, 22

-177

0.00%

First Farmers & Merchants Bank / Trust

28.00K

Sep 30, 22

+1.26K

0.00%

Covington Capital Management

15.91K

Sep 30, 22

+5.89K

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

13.39K

Sep 30, 22

-25.22K

0.00%

Garrison Point Capital, LLC

10.38K

Sep 30, 22

0.00%

DOWLING & YAHNKE LLC

9.66K

Sep 30, 22

+176

0.00%

Spectrum Management Group, LLC

7.71K

Sep 30, 22

+294

0.00%

Spearhead Capital Advisors, LLC

5.87K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

5.81K

Sep 30, 22

+5.81K

0.00%

REGENTATLANTIC CAPITAL LLC

4.98K

Sep 30, 22

-9.33K

0.00%

BTR CAPITAL MANAGEMENT INC

4.50K

Sep 30, 22

+4.50K

0.00%

FourThought Financial, LLC

1.78K

Sep 30, 22

0.00%

KARLINSKI ANDREW C

1.24K

Sep 30, 22

0.00%

Surevest, LLC

1.01K

Sep 30, 22

0.00%

SIENA CAPITAL LLC

969

Sep 30, 22

0.00%

Danda Trouve Investment Management, Inc.

170

Sep 30, 22

+170

0.00%

Kore Private Wealth LLC

Sep 30, 22

-7.63K

ACG Wealth

Sep 30, 22

-2.96K

Legacy Wealth Planning, LLC

Sep 30, 22

-3.52K

Corient Capital Partners, LLC

Sep 30, 22

-221.90K

NextCapital Advisers, Inc.

13.89M

Jun 30, 22

+1.01M

0.73%

Altium Wealth Management LLC

2.17M

Jun 30, 22

-56.35K

0.11%

Titus Wealth Management

111.96K

Jun 30, 22

+1.08K

0.01%

HYA Advisors, Inc

87.94K

Jun 30, 22

+5.35K

0.00%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

35.55K

Jun 30, 22

+4.50K

0.00%

HC FINANCIAL ADVISORS INC

23.50K

Jun 30, 22

+390

0.00%

BT Wealth Management LLC

14.93K

Jun 30, 22

-3.94K

0.00%

B. Riley Wealth Management, Inc.

12.05K

Jun 30, 22

+521

0.00%

Cordasco Financial Network

11.36K

Jun 30, 22

-460

0.00%

MURPHY CAPITAL MANAGEMENT INC

9.39K

Jun 30, 22

-1.96K

0.00%

Pinnacle Private Wealth, LLC

6.70K

Jun 30, 22

+2.72K

0.00%

Fieldpoint Private Securities, LLC

5.96K

Jun 30, 22

-3.01K

0.00%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

5.28K

Jun 30, 22

-768

0.00%

ADVISOR PARTNERS LLC

3.52K

Jun 30, 22

-17.39K

0.00%

Enterprise Trust & Investment Co

3.50K

Jun 30, 22

-1.00K

0.00%

Private Capital Group, LLC

2.94K

Jun 30, 22

-5.31K

0.00%

Emerson Wealth, LLC

2.14K

Jun 30, 22

0.00%

Lake Point Wealth Management

419

Jun 30, 22

+133

0.00%

Corbenic Partners LLC

124

Jun 30, 22

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-6.00K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.01M

Mar 31, 22

+284.84K

0.21%

Lenox Wealth Advisors, LLC

804.03K

Mar 31, 22

-6.33K

0.04%

IndexIQ Advisors LLC

401.16K

Mar 31, 22

+349.41K

0.02%

RITTER DANIHER FINANCIAL ADVISORY LLC

135.22K

Mar 31, 22

+11.73K

0.01%

Permit Capital Advisors, LLC

111.82K

Mar 31, 22

+111.82K

0.01%

SVB Investment Services Inc.

90.05K

Mar 31, 22

+52.56K

0.00%

PALLADIUM PARTNERS LLC

55.42K

Mar 31, 22

-1.10K

0.00%

Personal Wealth Partners

46.28K

Mar 31, 22

-935

0.00%

Ferris Capital, LLC

33.39K

Mar 31, 22

0.00%

Karn, Couzens & Associates, Inc.

25.92K

Mar 31, 22

+948

0.00%

CAPITAL ONE FINANCIAL CORP

13.70K

Mar 31, 22

-4.02K

0.00%

People's United Financial, Inc.

11.76K

Mar 31, 22

-2.62K

0.00%

Financial Planners of Cleveland, Inc.

11.37K

Mar 31, 22

+11.37K

0.00%

Nauset Wealth Management. LLC

8.09K

Mar 31, 22

+8.09K

0.00%

Freedman Financial Associates, Inc.

5.20K

Mar 31, 22

+1.20K

0.00%

KINGS POINT CAPITAL MANAGEMENT

4.10K

Mar 31, 22

-1.55K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

2.57K

Mar 31, 22

+442

0.00%

Midwest Wealth Management Inc.

Mar 31, 22

-2.69K

Meristem Family Wealth, LLC

Mar 31, 22

-6.10K

VIRIDIAN RIA, LLC

Mar 31, 22

-93.49K

Barrett Asset Management, LLC

Mar 31, 22

-9.03K

MD Financial Management Inc.

1.72M

Dec 31, 21

+364.95K

0.09%

MIRSKY FINANCIAL MANAGEMENT CORP.

209.35K

Dec 31, 21

+7.23K

0.01%

Altavista Wealth Management, Inc.

139.90K

Dec 31, 21

-4.33K

0.01%

Country Club Trust Company, n.a.

107.03K

Dec 31, 21

-1.74K

0.01%

Clearshares LLC

78.60K

Dec 31, 21

0.00%

Asset Planning Services, Ltd.

70.91K

Dec 31, 21

+94

0.00%

NEXT Financial Group, Inc

62.30K

Dec 31, 21

+5.37K

0.00%

HawsGoodwin Investment Management LLC

26.36K

Dec 31, 21

-159

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

25.45K

Dec 31, 21

-890

0.00%

Carroll Financial Associates, Inc.

22.23K

Dec 31, 21

+12.30K

0.00%

Investors Financial Group, LLC

12.19K

Dec 31, 21

+1.71K

0.00%

FIRST MIDWEST BANK TRUST DIVISION

6.27K

Dec 31, 21

-1.56K

0.00%

Johanson Financial Advisors, Inc.

5.38K

Dec 31, 21

+5.38K

0.00%

REILLY FINANCIAL ADVISORS, LLC

4.54K

Dec 31, 21

+3.29K

0.00%

Mosaic Family Wealth, LLC

3.65K

Dec 31, 21

0.00%

JD Financial Services Inc.

3.08K

Dec 31, 21

-240

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

1.15M

Sep 30, 21

-15.66K

0.06%

Berman Capital Advisors, LLC

1.01M

Sep 30, 21

+128.63K

0.05%

C-J Advisory, Inc.

128.92K

Sep 30, 21

+5.54K

0.01%

FARR MILLER & WASHINGTON LLC/DC

104.63K

Sep 30, 21

+1.95K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

78.84K

Sep 30, 21

+8.05K

0.00%

Homrich & Berg

64.08K

Sep 30, 21

+26.60K

0.00%

KDI CAPITAL PARTNERS LLC

44.91K

Sep 30, 21

+3.78K

0.00%

Ameritas Investment Company, LLC

32.20K

Sep 30, 21

+21.76K

0.00%

MANAGED ACCOUNT SERVICES INC

30.81K

Sep 30, 21

-6.08K

0.00%

Covenant Multifamily Offices, LLC

19.05K

Sep 30, 21

-1.23K

0.00%

Cascadia Advisory Services, LLC

10.14K

Sep 30, 21

-47

0.00%

NorthCoast Asset Management LLC

6.76K

Sep 30, 21

+327

0.00%

LEVEL FOUR FINANCIAL, LLC

6.37K

Sep 30, 21

+504

0.00%

Rinet Co LLC

6.36K

Sep 30, 21

+724

0.00%

Brouwer & Janachowski, LLC

6.23K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

1.75K

Sep 30, 21

+1.75K

0.00%

SECURITY NATIONAL TRUST CO

150

Sep 30, 21

0.00%

BBVA USA

104

Sep 30, 21

0.00%

QS Investors, LLC

892.02K

Jun 30, 21

-8.01K

0.05%

AdvicePeriod, LLC

392.29K

Jun 30, 21

+1.52K

0.02%

Allegiant Private Advisors, LLC

202.76K

Jun 30, 21

-5.66K

0.01%

Nachman Norwood & Parrott, Inc

104.55K

Jun 30, 21

-258

0.01%

Epstein & White Financial LLC

94.46K

Jun 30, 21

+5.50K

0.00%

Pinnacle Wealth Advisors

89.98K

Jun 30, 21

+89.98K

0.00%

Legacy Wealth Partners, Inc.

81.19K

Jun 30, 21

-60.58K

0.00%

Hoover Financial Advisors, Inc.

53.92K

Jun 30, 21

+1.31K

0.00%

Novak Financial Planning, LLC

44.78K

Jun 30, 21

-49

0.00%

Princeton Portfolio Strategies Group LLC

19.41K

Jun 30, 21

-12.61K

0.00%

Strategic Wealth Management Group, LLC

9.73K

Jun 30, 21

+121

0.00%

FormulaFolio Investments, LLC

4.02K

Jun 30, 21

+62

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

2.70K

Jun 30, 21

+2.70K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

418

Jun 30, 21

0.00%

NORTH AMERICAN MANAGEMENT CORP

278.11K

Mar 31, 21

+1.46K

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

175.61K

Mar 31, 21

+4.38K

0.01%

WADDELL & REED FINANCIAL INC

173.61K

Mar 31, 21

-6.62K

0.01%

Stewardship Financial Advisors, LLC

89.21K

Mar 31, 21

+8.53K

0.00%

Integer Wealth Advisors Group LLC

89.02K

Mar 31, 21

+55.82K

0.00%

Pinnacle Advisory Group, Inc.

35.87K

Mar 31, 21

+7.89K

0.00%

Paracle Advisors, LLC

22.86K

Mar 31, 21

-432

0.00%

Lighthouse Financial Advisors, Inc.

5.26K

Mar 31, 21

-1.56K

0.00%

WealthStone, Inc.

2.95K

Mar 31, 21

+2.95K

0.00%

NewFocus Financial Group, LLC

83.71K

Dec 31, 20

+2.17K

0.00%

Independence Wealth Advisors, Inc.

79.27K

Dec 31, 20

+1.67K

0.00%

SVA Wealth Management, LLC

5.19K

Dec 31, 20

+1.14K

0.00%

Reby Advisors, LLC

5.15K

Dec 31, 20

+5.15K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

1.83K

Dec 31, 20

0.00%

BAINCO INTERNATIONAL INVESTORS

995

Dec 31, 20

+995

0.00%

ETRADE Capital Management LLC

790.92K

Sep 30, 20

+180.46K

0.04%

First Allied Advisory Services, Inc.

289.71K

Sep 30, 20

-37.70K

0.02%

Cougar Global Investments Ltd

132.71K

Sep 30, 20

-49.57K

0.01%

Wealthspire Advisors, L.P.

50.44K

Sep 30, 20

+24.53K

0.00%

LifePlan Financial Group, Inc

42.94K

Sep 30, 20

+333

0.00%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

40.01K

Sep 30, 20

+2.35K

0.00%

Partnervest Advisory Services LLC

5.44K

Sep 30, 20

+367

0.00%

Independence Advisors, LLC

1.19K

Sep 30, 20

+253

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-1.86K

0.00%

TCG Advisors, LP

Sep 30, 20

-5.10K

Watson Rebecca

Sep 30, 20

-41

QUANTUM CAPITAL MANAGEMENT

Sep 30, 20

-10.37K

Wellesley Investment Partners, LLC

Sep 30, 20

-4.45K

BRINKER CAPITAL INC

298.64K

Jun 30, 20

-3.01K

0.02%

Argent Wealth Management LLC

197.62K

Jun 30, 20

-10.46K

0.01%

Premise Capital, LLC

133.43K

Jun 30, 20

-1.35K

0.01%

TRUEWEALTH LLC

125.94K

Jun 30, 20

+32.06K

0.01%

InterOcean Capital, LLC

42.84K

Jun 30, 20

+5.27K

0.00%

Global Financial Private Capital, Inc

42.11K

Jun 30, 20

+150

0.00%

Maxim Capital Management LLC

20.73K

Jun 30, 20

+2.08K

0.00%

NewDay Solutions, LLC

3.49K

Jun 30, 20

-14.06K

0.00%

Lenox Wealth Management, Inc.

2.24K

Jun 30, 20

-1.75K

0.00%

JUMP TRADING, LLC

Jun 30, 20

-33.26K

Private Vista, LLC

Jun 30, 20

-16.43K

Fiduciary Trust Co International of Pennsylvania

490.79K

Mar 31, 20

+490.79K

0.03%

JOYN Advisors, Inc.

311.54K

Mar 31, 20

-860.75K

0.02%

BOYS ARNOLD & CO INC

132.71K

Mar 31, 20

-7.36K

0.01%

PagnatoKarp Partners LLC

37.92K

Mar 31, 20

-2.73K

0.00%

Gresham Partners, LLC

35.19K

Mar 31, 20

+2.25K

0.00%

Stratford Consulting, LLC

28.99K

Mar 31, 20

+28.99K

0.00%

CA Family Wealth, LLC

13.08K

Mar 31, 20

+2.62K

0.00%

Huber Financial Advisors, LLC

12.28K

Mar 31, 20

-376

0.00%

Osborn Williams & Donohoe LLC

3.43K

Mar 31, 20

+3.43K

0.00%

Willingdon Wealth Management

Mar 31, 20

-1.10K

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

-222

Advisor Group, Inc.

3.27M

Dec 31, 19

+164.13K

0.17%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.15M

Dec 31, 19

+254.18K

0.11%

CAPITAL ONE, NATIONAL ASSOCIATION

631.99K

Dec 31, 19

+631.99K

0.03%

Beacon Pointe Wealth Advisors, LLC

256.04K

Dec 31, 19

+35.11K

0.01%

LAU ASSOCIATES LLC

36.95K

Dec 31, 19

0.00%

Sequoia Wealth Management, LLC

Dec 31, 19

-5.45K

CIBC BANK USA

Dec 31, 19

-4.05K

SUNTRUST BANKS INC

5.10M

Sep 30, 19

-328.04K

0.27%

BB&T SECURITIES, LLC

1.53M

Sep 30, 19

-20.82K

0.08%

Capital One Investing, Inc.

629.82K

Sep 30, 19

-9.51K

0.03%

BIEGEL & WALLER LLC

108.68K

Sep 30, 19

-20

0.01%

Shamrock Asset Management LLC

7.81K

Sep 30, 19

-184

0.00%

MADISON INVESTMENT HOLDINGS INC

6.54K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

4.08K

Sep 30, 19

+1.07K

0.00%

Phoenix Investment Adviser LLC

1.58K

Sep 30, 19

0.00%

MRA Associates USA LLC

Sep 30, 19

0.00%

Planning Solutions Group LLC

228.45K

Jun 30, 19

-2.56K

0.01%

WILLIAMS JONES & ASSOCIATES LLC

162.54K

Jun 30, 19

-1.77K

0.01%

FORESTERS ASSET MANAGEMENT INC.

26.43K

Jun 30, 19

-1.63K

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

4.70K

Jun 30, 19

+4.70K

0.00%

Delphi Private Advisors LLC

308

Jun 30, 19

+308

0.00%

WealthTrust Fairport, LLC

686.60K

Mar 31, 19

-4.40K

0.04%

Stokes & Hubbell Capital Management, LLC

208.67K

Mar 31, 19

-41.51K

0.01%

HL FINANCIAL SERVICES LLC

168.54K

Mar 31, 19

+17.54K

0.01%

Steinberg Global Asset Management

72.64K

Mar 31, 19

-15.69K

0.00%

Jump Trading, LLC

43.32K

Mar 31, 19

+43.32K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

20.68K

Mar 31, 19

+14.84K

0.00%

NEXT Financial Holdings

9.90K

Mar 31, 19

+9.90K

0.00%

Sound View Wealth Advisors, LLC

7.31K

Mar 31, 19

+608

0.00%

Catamount Wealth Management

500

Mar 31, 19

-500

0.00%

BREMER TRUST NATIONAL ASSOCIATION

515.28K

Dec 31, 18

+172.36K

0.03%

CEDAR HILL ASSOCIATES, LLC

208.93K

Dec 31, 18

-239.85K

0.01%

COMERICA SECURITIES INC

124.47K

Dec 31, 18

+11.63K

0.01%

Clarfeld Financial Advisors, LLC

79.67K

Dec 31, 18

+79.67K

0.00%

Signature Financial Management, Inc.

52.17K

Dec 31, 18

+12.05K

0.00%

Watermark Asset Management, Inc.

9.69K

Dec 31, 18

+3.41K

0.00%

Visionary Asset Management, Inc.

Dec 31, 18

-3.30K

RAND WEALTH, LLC

109.76K

Sep 30, 18

+59

0.01%

Mariner Wealth Advisors-Cincinnati, LLC

62.08K

Sep 30, 18

+25.66K

0.00%

Vantage Investment Advisors, LLC

55.84K

Sep 30, 18

+13.40K

0.00%

Rocaton Investment Advisors, LLC

50.64K

Sep 30, 18

+2.10K

0.00%

Salient Private Client, LLC

39.93K

Sep 30, 18

+3.54K

0.00%

KHP Capital, LLC

1.76K

Sep 30, 18

0.00%

Edge Advisors, LLC

164.32K

Jun 30, 18

+71.51K

0.01%

IMPAX ASSET MANAGEMENT LLC

138.25K

Jun 30, 18

-40.25K

0.01%

Huntington Steele LLC

18.55K

Mar 31, 18

+2.38K

0.00%

IFC Holdings Incorporated/FL

476.50K

Dec 31, 17

+2.39K

0.03%

SII INVESTMENTS INC/WI

284.05K

Dec 31, 17

-194.37K

0.02%

Cornerstone Financial Partners, LLC

266.52K

Dec 31, 17

-22.04K

0.01%

BB&T INVESTMENT SERVICES, INC.

74.26K

Dec 31, 17

+549

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

56.87K

Dec 31, 17

+15.01K

0.00%

Spruce Investment Advisors LLC

44.04K

Dec 31, 17

-7.11K

0.00%

WealthShield, LLC

24.96K

Dec 31, 17

+24.96K

0.00%

Independence Trust CO

13.15K

Dec 31, 17

+1.84K

0.00%

AURORA FINANCIAL ADVISORS, LLC

7.95K

Dec 31, 17

+7.95K

0.00%

Blue Granite Capital, LLC

875

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-38.44K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-284.18K

Scottrade Investment Management

3.75M

Sep 30, 17

+299.87K

0.20%

ROBERTSON STEPHENS ADVISORS LLC

55.32K

Sep 30, 17

-5.18K

0.00%

GIRARD SECURITIES, INC.

52.05K

Sep 30, 17

-3.49K

0.00%

1st Global Advisors, Inc.

1.08M

Jun 30, 17

+8.52K

0.06%

Commonwealth Equity Services, Inc

1.02M

Jun 30, 17

+146.83K

0.05%

RONALD BLUE & CO LLC

70.09K

Jun 30, 17

+9.28K

0.00%

Geneva Advisors, LLC

17.61K

Jun 30, 17

+7.71K

0.00%

Independent Portfolio Consultants, Inc.

9.59K

Jun 30, 17

-1.73K

0.00%

iAB Financial Bank

9.48K

Jun 30, 17

+5.60K

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-10.38K

WFG Advisors, LP

Jun 30, 17

-145

TIAA CREF TRUST CO FSB/MO

871.14K

Mar 31, 17

+430.43K

0.05%

Efficient Market Advisors, LLC

146.27K

Mar 31, 17

-5.80K

0.01%

LBA Wealth Management, LLC

119.02K

Mar 31, 17

+5.03K

0.01%

FIRST FINANCIAL EQUITY CORPORATION

13.01K

Mar 31, 17

+13.01K

0.00%

Integrated Wealth Management

6.17K

Mar 31, 17

+6.17K

0.00%

CT Financial Advisors LLC

5.74K

Mar 31, 17

0.00%

BlackRock Fund Advisors

21.32M

Dec 31, 16

+435.15K

1.13%

BLACKROCK ADVISORS LLC

4.57M

Dec 31, 16

+840.01K

0.24%

BlackRock Investment Management, LLC

2.78M

Dec 31, 16

-59.01K

0.15%

BlackRock Institutional Trust Company, N.A.

860.66K

Dec 31, 16

-144.98K

0.05%

Braver Wealth Management, LLC

454.72K

Dec 31, 16

-21.42K

0.02%

Stanford Investment Group, Inc.

128.07K

Dec 31, 16

+52.20K

0.01%

MSI Financial Services Inc

108.72K

Dec 31, 16

+36.41K

0.01%

BlackRock Japan Co. Ltd

10.91K

Dec 31, 16

-1.66K

0.00%

KANALY TRUST CO

2.77K

Dec 31, 16

+2.77K

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-22

MONTAGE INVESTMENTS, LLC

171

Sep 30, 16

+171

0.00%

Investors Capital Advisory Services

18.15K

Jun 30, 16

+4.34K

0.00%

VSR Financial Services, Inc.

15.48K

Jun 30, 16

+5.26K

0.00%

Gupta Wealth Management LLC

756

Mar 31, 16

+166

0.00%

SUMMIT CAPITAL MANAGEMENT LLC

Mar 31, 16

-20.75K

STRATTON MANAGEMENT CO

5.87K

Dec 31, 15

0.00%

FutureAdvisor, Inc.

536.39K

Sep 30, 15

+57.33K

0.03%

Convergent Wealth Advisors

381.02K

Sep 30, 15

+150.13K

0.02%

Aris Wealth Services, Inc.

15.30K

Sep 30, 15

+2.17K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

10.45K

Sep 30, 15

+10.45K

0.00%

MANAGED ACCOUNT ADVISORS LLC

332.37K

Jun 30, 15

+240.17K

0.02%

First Allied Asset Management, Inc.

55.81K

Mar 31, 15

+33.09K

0.00%

BAIRD ROBERT W & CO INC /WI/

4.82K

Mar 31, 15

+4.82K

0.00%

STANCORP INVESTMENT ADVISERS INC

1.66K

Mar 31, 15

+1.66K

0.00%

Placemark Investments, Inc.

25.05K

Dec 31, 14

+1.36K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

4.87K

Dec 31, 14

+4.87K

0.00%

UBS AG

497.51K

Sep 30, 14

+113.62K

0.03%

COMMUNITY BANK SYSTEM, INC.

361.44K

Sep 30, 14

-86

0.02%

McAdams Wright Ragen, Inc.

10.05K

Sep 30, 14

+10.05K

0.00%

Long Wharf Investors, Inc.

9.83K

Jun 30, 14

+9.83K

0.00%

STIFEL NICOLAUS & CO INC \MO\

1.38M

Sep 30, 13

+732.33K

0.07%