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$116.59—

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IEI(IEI)

IEI

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

19.51M

Jun 30, 26

+689.36K

12.41%

BANK OF AMERICA CORP /DE/

9.20M

Jun 30, 26

-40.16K

5.86%

CAPTRUST FINANCIAL ADVISORS

6.84M

Jun 30, 26

+579.65K

4.35%

Financial Engines Advisors L.L.C.

4.33M

Jun 30, 26

+99.11K

2.76%

Invesco Ltd.

4.29M

Jun 30, 26

2.73%

ASSETMARK, INC

3.94M

Jun 30, 26

+587.47K

2.51%

FMR LLC

3.69M

Jun 30, 26

+544.45K

2.35%

ENVESTNET ASSET MANAGEMENT INC

3.42M

Jun 30, 26

-412.83K

2.18%

MORGAN STANLEY

3.02M

Jun 30, 26

+165.63K

1.92%

AMERIPRISE FINANCIAL INC

2.89M

Jun 30, 26

+39.60K

1.84%

LPL Financial LLC

2.62M

Jun 30, 26

-119.33K

1.67%

Bank Julius Baer & Co. Ltd, Zurich

2.45M

Jun 30, 26

+126.45K

1.56%

WELLS FARGO & COMPANY/MN

2.30M

Jun 30, 26

+147.28K

1.46%

Mariner, LLC

2.16M

Jun 30, 26

+124.30K

1.38%

STIFEL FINANCIAL CORP

2.15M

Jun 30, 26

-256.42K

1.37%

Cerity Partners LLC

1.96M

Jun 30, 26

-9.07K

1.25%

UBS Group AG

1.88M

Jun 30, 26

-1.11M

1.19%

TRUIST FINANCIAL CORP

1.87M

Jun 30, 26

-125.55K

1.19%

Janney Montgomery Scott LLC

1.71M

Jun 30, 26

-135.57K

1.09%

RAYMOND JAMES FINANCIAL INC

1.57M

Jun 30, 26

-27.52K

1.00%

BlackRock, Inc.

1.52M

Jun 30, 26

+176.49K

0.97%

Tanglewood Wealth Management, Inc.

1.45M

Jun 30, 26

-151.56K

0.92%

HUNTINGTON NATIONAL BANK

1.36M

Jun 30, 26

+87.42K

0.87%

Dynasty Wealth Management, LLC

1.26M

Jun 30, 26

+172.09K

0.80%

Facet Wealth, Inc.

1.21M

Jun 30, 26

+162.87K

0.77%

Creative Planning

1.15M

Jun 30, 26

-28.97K

0.73%

WestEnd Advisors, LLC

1.10M

Jun 30, 26

-105.89K

0.70%

ROYAL BANK OF CANADA

1.04M

Jun 30, 26

-71.53K

0.66%

Colony Group, LLC

922.32K

Jun 30, 26

-41.52K

0.59%

Cetera Investment Advisers

885.97K

Jun 30, 26

-11.35K

0.56%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

760.77K

Jun 30, 26

+40.94K

0.48%

EVERGREEN CAPITAL MANAGEMENT LLC

730.75K

Jun 30, 26

-16.56K

0.47%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

674.31K

Jun 30, 26

-1.04K

0.43%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

667.28K

Jun 30, 26

+137.41K

0.42%

Strategic Point Investment Advisors, LLC

667.17K

Jun 30, 26

+27.78K

0.42%

WIT, LLC

661.07K

Jun 30, 26

-1.60M

0.42%

ARMSTRONG ADVISORY GROUP, INC

657.43K

Jun 30, 26

-427.06K

0.42%

CITIGROUP INC

650.55K

Jun 30, 26

+606.83K

0.41%

PNC FINANCIAL SERVICES GROUP, INC.

634.65K

Jun 30, 26

-8.76K

0.40%

SAGESPRING WEALTH PARTNERS, LLC

536.92K

Jun 30, 26

+49.60K

0.34%

Clarity Financial LLC

536.46K

Jun 30, 26

-384.06K

0.34%

Bank of New York Mellon Corp

484.30K

Jun 30, 26

+36.32K

0.31%

Waverly Advisors, LLC

468.37K

Jun 30, 26

+13.31K

0.30%

VICTORY CAPITAL MANAGEMENT INC

442.45K

Jun 30, 26

-35.97K

0.28%

Resources Investment Advisors, LLC.

436.84K

Jun 30, 26

+79.63K

0.28%

FRANKLIN RESOURCES INC

425.32K

Jun 30, 26

+20.88K

0.27%

KEYBANK NATIONAL ASSOCIATION/OH

411.68K

Jun 30, 26

+4.49K

0.26%

TD PRIVATE CLIENT WEALTH LLC

394.62K

Jun 30, 26

-16.22K

0.25%

Kovitz Investment Group Partners, LLC

386.17K

Jun 30, 26

-4.24K

0.25%

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

378.06K

Jun 30, 26

+167.35K

0.24%

Allspring Global Investments Holdings, LLC

364.95K

Jun 30, 26

-5.05K

0.23%

Willis Johnson & Associates, Inc.

362.62K

Jun 30, 26

+25.12K

0.23%

RMB Capital Management, LLC

346.29K

Jun 30, 26

-66.25K

0.22%

ADVISOR GROUP HOLDINGS, INC.

340.39K

Jun 30, 26

-148.99K

0.22%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

325.85K

Jun 30, 26

+6.41K

0.21%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

311.53K

Jun 30, 26

+11.64K

0.20%

Sixth Street Partners Management Company, L.P.

311.53K

Jun 30, 26

+311.53K

0.20%

New Harbor Financial Group, LLC

295.00K

Jun 30, 26

+22.70K

0.19%

Allianz Asset Management GmbH

288.90K

Jun 30, 26

0.18%

Banco Santander, S.A.

277.83K

Jun 30, 26

+5.26K

0.18%

Sollinda Capital Management LLC

271.33K

Jun 30, 26

+171.84K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

263.03K

Jun 30, 26

+1.86K

0.17%

Strategic Wealth Partners, Ltd.

259.74K

Jun 30, 26

+17.84K

0.17%

JONES FINANCIAL COMPANIES LLLP

258.43K

Jun 30, 26

+85.31K

0.16%

MBL Wealth, LLC

252.03K

Jun 30, 26

+14.55K

0.16%

ANCHOR CAPITAL ADVISORS LLC

252.00K

Jun 30, 26

+25.26K

0.16%

DT Investment Partners, LLC

249.08K

Jun 30, 26

+52.43K

0.16%

Cambridge Investment Research Advisors, Inc.

248.53K

Jun 30, 26

-9.67K

0.16%

3EDGE Asset Management, LP

244.35K

Jun 30, 26

+244.35K

0.16%

DDFG, Inc

236.51K

Jun 30, 26

-134.54K

0.15%

Weaver Capital Management LLC

231.36K

Jun 30, 26

0.15%

Hoese & Co LLP

226.60K

Jun 30, 26

+600

0.14%

Brinker Capital Investments, LLC

218.20K

Jun 30, 26

-4.06K

0.14%

JMAC ENTERPRISES LLC

216.32K

Jun 30, 26

+29.74K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

215.35K

Jun 30, 26

+34.44K

0.14%

MAI Capital Management

211.58K

Jun 30, 26

+133.29K

0.13%

US BANCORP \DE\

204.27K

Jun 30, 26

-6.91K

0.13%

Blueprint Investment Partners LLC

203.49K

Jun 30, 26

-145.54K

0.13%

FIRST AMERICAN TRUST, FSB

193.86K

Jun 30, 26

+13.37K

0.12%

FLOW TRADERS U.S. LLC

192.09K

Jun 30, 26

+99.30K

0.12%

Mirabaud & Cie SA

188.42K

Jun 30, 26

-194

0.12%

AE Wealth Management LLC

183.64K

Jun 30, 26

-9.05K

0.12%

CVS HEALTH Corp

182.80K

Jun 30, 26

0.12%

HANTZ FINANCIAL SERVICES, INC.

181.64K

Jun 30, 26

-45.62K

0.12%

Independence Financial Advisors, LLC

175.85K

Jun 30, 26

+12.55K

0.11%

AXXCESS WEALTH MANAGEMENT, LLC

168.03K

Jun 30, 26

+130.51K

0.11%

Haverford Trust Co

165.38K

Jun 30, 26

+2.85K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

158.99K

Jun 30, 26

+120.33K

0.10%

NewEdge Advisors, LLC

158.12K

Jun 30, 26

-14.03K

0.10%

Concurrent Investment Advisors, LLC

156.60K

Jun 30, 26

+57.80K

0.10%

1832 Asset Management L.P.

154.85K

Jun 30, 26

+9.20K

0.10%

Canal Capital Management, LLC

151.45K

Jun 30, 26

+6.28K

0.10%

ETF Portfolio Partners, Inc.

150.02K

Jun 30, 26

+12.45K

0.10%

FORONJY FINANCIAL LLC

144.49K

Jun 30, 26

+7.34K

0.09%

BANK OF MONTREAL /CAN/

144.27K

Jun 30, 26

+12.18K

0.09%

Blueprint Financial Advisors LLC

142.86K

Jun 30, 26

-53.85K

0.09%

Vectors Research Management, LLC

140.48K

Jun 30, 26

+11

0.09%

Global Trust Asset Management, LLC

140.02K

Jun 30, 26

+43.19K

0.09%

Capital Investment Services of America, Inc.

137.85K

Jun 30, 26

-5.71K

0.09%

CITIZENS FINANCIAL GROUP INC/RI

137.48K

Jun 30, 26

+7.92K

0.09%

MML INVESTORS SERVICES, LLC

135.76K

Jun 30, 26

+25.34K

0.09%

Rockefeller Capital Management L.P.

134.28K

Jun 30, 26

+5.90K

0.09%

Cascade Financial Partners, LLC

133.50K

Jun 30, 26

+21.94K

0.08%

Diversify Advisory Services, LLC

131.26K

Jun 30, 26

+131.26K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

131.26K

Jun 30, 26

+9.70K

0.08%

HighTower Advisors, LLC

129.16K

Jun 30, 26

-15.08K

0.08%

Gould Capital, LLC

128.84K

Jun 30, 26

+2.31K

0.08%

Baird Financial Group, Inc.

126.58K

Jun 30, 26

-52.10K

0.08%

COURIER CAPITAL LLC

125.53K

Jun 30, 26

+181

0.08%

Paulson Wealth Management Inc.

123.86K

Jun 30, 26

+9.31K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

122.79K

Jun 30, 26

+2.23K

0.08%

McKinley Carter Wealth Services, Inc.

119.03K

Jun 30, 26

+25.92K

0.08%

Johnson Financial Group, Inc.

118.95K

Jun 30, 26

-8.24K

0.08%

Adviser Investments LLC

111.46K

Jun 30, 26

-16.89K

0.07%

MBM Wealth Consultants, LLC

111.06K

Jun 30, 26

+17.85K

0.07%

Bond & Devick Financial Network, Inc.

110.73K

Jun 30, 26

+788

0.07%

CFS Investment Advisory Services, LLC

110.52K

Jun 30, 26

-5.29K

0.07%

M&T BANK CORP

109.63K

Jun 30, 26

+20.96K

0.07%

Integrated Wealth Concepts LLC

108.29K

Jun 30, 26

+83.39K

0.07%

CABOT WEALTH MANAGEMENT INC

107.44K

Jun 30, 26

-171.72K

0.07%

Eley Financial Management, Inc

105.76K

Jun 30, 26

+3.40K

0.07%

COLDSTREAM CAPITAL MANAGEMENT INC

105.61K

Jun 30, 26

-11.56K

0.07%

WOODMONT INVESTMENT COUNSEL LLC

105.56K

Jun 30, 26

-5.34K

0.07%

Farther Finance Advisors, LLC

104.17K

Jun 30, 26

-2.70K

0.07%

Private Advisor Group, LLC

103.59K

Jun 30, 26

+8.68K

0.07%

Lido Advisors, LLC

103.27K

Jun 30, 26

-14.66K

0.07%

Buckingham Strategic Partners

102.19K

Jun 30, 26

+7.52K

0.07%

TPG Financial Advisors, LLC

100.69K

Jun 30, 26

+31.84K

0.06%

Boltwood Capital Management

99.91K

Jun 30, 26

+1.84K

0.06%

Austin Wealth Management, LLC

99.89K

Jun 30, 26

+3.15K

0.06%

Hilton Capital Management, LLC

98.77K

Jun 30, 26

+1.55K

0.06%

WEALTHCARE CAPITAL MANAGEMENT LLC

98.38K

Jun 30, 26

+1.56K

0.06%

D.A. DAVIDSON & CO.

97.10K

Jun 30, 26

-22.23K

0.06%

LEAVELL INVESTMENT MANAGEMENT, INC.

96.79K

Jun 30, 26

-8.66K

0.06%

First Financial Bank - Trust Division

89.83K

Jun 30, 26

+5.89K

0.06%

Pictet Asset Management Holding SA

89.00K

Jun 30, 26

+8.00K

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

88.45K

Jun 30, 26

+11.75K

0.06%

NORTHERN TRUST CORP

87.30K

Jun 30, 26

+476

0.06%

Premier Path Wealth Partners, LLC

86.91K

Jun 30, 26

+6.21K

0.06%

RITHOLTZ WEALTH MANAGEMENT

85.60K

Jun 30, 26

+664

0.05%

Mirae Asset Global Investments Co., Ltd.

85.43K

Jun 30, 26

+13.91K

0.05%

WEST CHESTER CAPITAL ADVISORS, INC

82.17K

Jun 30, 26

-38.28K

0.05%

CRITERIA CAIXA, S.A.U.

82.00K

Jun 30, 26

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

81.48K

Jun 30, 26

-280

0.05%

PATTEN & PATTEN INC/TN

79.26K

Jun 30, 26

+2.48K

0.05%

Foundry Financial Group, Inc.

77.84K

Jun 30, 26

+6.51K

0.05%

COMMUNITY TRUST & INVESTMENT CO

77.59K

Jun 30, 26

+1.46K

0.05%

BECKER CAPITAL MANAGEMENT INC

75.52K

Jun 30, 26

+3.88K

0.05%

RENAISSANCE TECHNOLOGIES LLC

75.50K

Jun 30, 26

+75.50K

0.05%

PFG Advisors

75.24K

Jun 30, 26

-72.79K

0.05%

WRAPMANAGER INC

75.23K

Jun 30, 26

+1.67K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

72.42K

Jun 30, 26

-20.38K

0.05%

FIFTH THIRD BANCORP

71.78K

Jun 30, 26

-6.07K

0.05%

Midwest Professional Planners, LTD.

71.49K

Jun 30, 26

+4.42K

0.05%

Keel Point, LLC

70.76K

Jun 30, 26

-12.10K

0.05%

Sanctuary Advisors, LLC

66.44K

Jun 30, 26

+5.42K

0.04%

4J Wealth Management LLC

65.54K

Jun 30, 26

+7.74K

0.04%

Whalen Wealth Management Inc.

65.47K

Jun 30, 26

+3.45K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

64.64K

Jun 30, 26

+1.48K

0.04%

PROATHLETE WEALTH MANAGEMENT LLC

64.29K

Jun 30, 26

-1.11K

0.04%

Procyon Advisors, LLC

64.23K

Jun 30, 26

-5.90K

0.04%

Steward Partners Investment Advisory, LLC

63.98K

Jun 30, 26

+17.75K

0.04%

Global Retirement Partners, LLC

63.44K

Jun 30, 26

+63.44K

0.04%

JAMES INVESTMENT RESEARCH INC

63.23K

Jun 30, 26

+2.07K

0.04%

Altman Advisors, Inc.

63.21K

Jun 30, 26

-374

0.04%

Hilltop Holdings Inc.

62.94K

Jun 30, 26

+4.77K

0.04%

CAMDEN NATIONAL BANK

62.70K

Jun 30, 26

+2.27K

0.04%

Prospera Financial Services Inc

61.60K

Jun 30, 26

+6.33K

0.04%

JPL Wealth Management, LLC

61.57K

Jun 30, 26

+2.09K

0.04%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

60.62K

Jun 30, 26

+14.26K

0.04%

Great Diamond Partners, LLC

60.58K

Jun 30, 26

+2.82K

0.04%

Rinkey Investments

59.82K

Jun 30, 26

-42.15K

0.04%

Checchi Capital Advisers, LLC

59.70K

Jun 30, 26

-1.38K

0.04%

Frontier Asset Management, LLC

58.81K

Jun 30, 26

-3.26K

0.04%

DSG Capital Advisors, LLC

58.75K

Jun 30, 26

+8.77K

0.04%

Centerline Wealth Advisors, LLC

56.06K

Jun 30, 26

+5.85K

0.04%

MFA Wealth Services

54.36K

Jun 30, 26

+1.76K

0.03%

InTrack Investment Management Inc

54.00K

Jun 30, 26

+3.54K

0.03%

BENJAMIN EDWARDS INC

53.58K

Jun 30, 26

-287.84K

0.03%

AMG National Trust Bank

53.26K

Jun 30, 26

-39.41K

0.03%

DAVENPORT & Co LLC

53.11K

Jun 30, 26

-8.65K

0.03%

CI Private Wealth, LLC

52.64K

Jun 30, 26

-1.67K

0.03%

Blue Fin Capital, Inc.

52.61K

Jun 30, 26

+1.19K

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

50.00K

Jun 30, 26

-13.01K

0.03%

Values First Advisors, Inc.

49.29K

Jun 30, 26

+3.09K

0.03%

Strategic Blueprint, LLC

48.82K

Jun 30, 26

-897

0.03%

Trilogy Capital Inc.

48.76K

Jun 30, 26

+227

0.03%

Umpqua Bank

48.43K

Jun 30, 26

-31.59K

0.03%

Bulltick Wealth Management, LLC

47.55K

Jun 30, 26

+6.13K

0.03%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

46.97K

Jun 30, 26

+777

0.03%

SEMITAM BONAM LLC

46.83K

Jun 30, 26

+1.52K

0.03%

Tennessee Valley Asset Management Partners

46.59K

Jun 30, 26

+3.71K

0.03%

CFO4Life Group, LLC

46.42K

Jun 30, 26

-2.26K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

46.17K

Jun 30, 26

+2.04K

0.03%

1 NORTH WEALTH SERVICES LLC

45.73K

Jun 30, 26

+2.12K

0.03%

Veridan Wealth LLC

44.64K

Jun 30, 26

+24.31K

0.03%

Dynamic Advisor Solutions LLC

44.30K

Jun 30, 26

-139

0.03%

PINNACLE ASSOCIATES LTD

44.23K

Jun 30, 26

+1.20K

0.03%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

44.16K

Jun 30, 26

-490

0.03%

NATIXIS ADVISORS, L.P.

44.09K

Jun 30, 26

+17.07K

0.03%

Acropolis Investment Management, LLC

43.60K

Jun 30, 26

+11.16K

0.03%

Brookstone Capital Management

43.35K

Jun 30, 26

+2.38K

0.03%

FINANCIAL MANAGEMENT NETWORK INC

43.35K

Jun 30, 26

-4.14K

0.03%

Monument Capital Management

42.86K

Jun 30, 26

+3.81K

0.03%

Robertson Stephens Wealth Management, LLC

42.78K

Jun 30, 26

+432

0.03%

Atria Investments, Inc

41.91K

Jun 30, 26

-3.52K

0.03%

Gladwyn Financial Advisors, Inc.

41.20K

Jun 30, 26

+2.70K

0.03%

Center For Asset Management LLC

41.17K

Jun 30, 26

+5.10K

0.03%

DAYMARK WEALTH PARTNERS, LLC

40.34K

Jun 30, 26

+28.69K

0.03%

UNIQUE WEALTH, LLC

39.65K

Jun 30, 26

+5.68K

0.03%

Gotham Asset Management, LLC

39.56K

Jun 30, 26

0.03%

Latko Wealth Management, Ltd.

39.05K

Jun 30, 26

-5.03K

0.02%

Cascades Capital Asset Management, LLC

38.81K

Jun 30, 26

-297

0.02%

Pinnacle Wealth Management Advisory Group, LLC

38.65K

Jun 30, 26

+870

0.02%

Clearstead Advisors, LLC

38.60K

Jun 30, 26

-2.64K

0.02%

Advisory Services Network, LLC

37.90K

Jun 30, 26

+5.92K

0.02%

Kestra Advisory Services, LLC

37.78K

Jun 30, 26

-5.00K

0.02%

Newport Capital Group, LLC

37.20K

Jun 30, 26

+4.72K

0.02%

Christensen, King & Associates Investment Services, Inc.

36.99K

Jun 30, 26

-420

0.02%

Migdal Insurance & Financial Holdings Ltd.

36.35K

Jun 30, 26

+36.22K

0.02%

IFP Advisors, Inc

36.20K

Jun 30, 26

+2.26K

0.02%

EXCHANGE TRADED CONCEPTS, LLC

36.04K

Jun 30, 26

-2.34K

0.02%

SHELTON WEALTH MANAGEMENT, LLC

35.73K

Jun 30, 26

+832

0.02%

Stratos Wealth Advisors, LLC

35.22K

Jun 30, 26

+1.41K

0.02%

Maltin Wealth Management, Inc.

34.62K

Jun 30, 26

+12.00K

0.02%

Madison Asset Management, LLC

34.57K

Jun 30, 26

-2.84K

0.02%

CreativeOne Wealth, LLC

34.46K

Jun 30, 26

-4.18K

0.02%

Vision Capital Management, Inc.

34.06K

Jun 30, 26

+2.65K

0.02%

Private Advisory Group LLC

34.03K

Jun 30, 26

+3.18K

0.02%

Mount Lucas Management LP

34.01K

Jun 30, 26

-9.21K

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

33.08K

Jun 30, 26

+5.59K

0.02%

Ascent Group, LLC

32.86K

Jun 30, 26

-78.14K

0.02%

Opus Capital Group, LLC

31.89K

Jun 30, 26

-1.87K

0.02%

International Private Wealth Advisors LLC

31.47K

Jun 30, 26

-10.84K

0.02%

Gateway Wealth Partners, LLC

31.00K

Jun 30, 26

+2.26K

0.02%

BayBridge Capital Group, LLC

30.95K

Jun 30, 26

+15.11K

0.02%

ENTREWEALTH, LLC

30.46K

Jun 30, 26

+3.31K

0.02%

Longview Financial Advisors LLC

30.46K

Jun 30, 26

-920

0.02%

Tranquilli Financial Advisor LLC

30.41K

Jun 30, 26

+4.54K

0.02%

GOLDMAN SACHS GROUP INC

30.17K

Jun 30, 26

-421.55K

0.02%

Cyndeo Wealth Partners, LLC

30.17K

Jun 30, 26

+3.22K

0.02%

Atomi Financial Group, Inc.

29.56K

Jun 30, 26

-4.15K

0.02%

Spartan Planning & Wealth Management

29.54K

Jun 30, 26

-45.36K

0.02%

William Howard & Co Financial Advisors Inc

29.18K

Jun 30, 26

+15

0.02%

NorthCrest Asset Manangement, LLC

28.93K

Jun 30, 26

+1.81K

0.02%

WCG Wealth Advisors LLC

28.71K

Jun 30, 26

-79.56K

0.02%

NATIONAL BANK OF CANADA /FI/

28.57K

Jun 30, 26

+369

0.02%

IHT Wealth Management, LLC

28.38K

Jun 30, 26

-7.17K

0.02%

WARNER FINANCIAL, INC

28.09K

Jun 30, 26

+734

0.02%

HARBOUR INVESTMENTS, INC.

28.04K

Jun 30, 26

+1.12K

0.02%

Blue Capital, Inc.

28.00K

Jun 30, 26

+1.38K

0.02%

Savvy Advisors, Inc.

27.96K

Jun 30, 26

+585

0.02%

Heck Capital Advisors, LLC

27.70K

Jun 30, 26

-42.62K

0.02%

J.W. COLE ADVISORS, INC.

27.59K

Jun 30, 26

+27.59K

0.02%

Centennial Wealth Advisory LLC

27.57K

Jun 30, 26

+88

0.02%

ETF Store, Inc.

26.99K

Jun 30, 26

-855

0.02%

Crabel Capital Management, LLC

26.80K

Jun 30, 26

+26.80K

0.02%

Fortune Financial Advisors, LLC

26.58K

Jun 30, 26

+257

0.02%

49 WEALTH MANAGEMENT, LLC

26.53K

Jun 30, 26

+26.53K

0.02%

One Day In July LLC

25.94K

Jun 30, 26

+1.45K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

25.89K

Jun 30, 26

+2.39K

0.02%

BNP PARIBAS

25.42K

Jun 30, 26

+3.85K

0.02%

Union Bancaire Privee, UBP SA

25.33K

Jun 30, 26

+1.40K

0.02%

Arete Wealth Advisors, LLC

25.28K

Jun 30, 26

+2.53K

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

25.20K

Jun 30, 26

-4.67K

0.02%

GeoWealth Management, LLC

25.20K

Jun 30, 26

+16.19K

0.02%

Capital Investment Advisory Services, LLC

25.17K

Jun 30, 26

+4.83K

0.02%

Central Pacific Bank - Trust Division

25.02K

Jun 30, 26

0.02%

Endowment Wealth Management, Inc.

24.79K

Jun 30, 26

+180

0.02%

MMBG INVESTMENT ADVISORS CO.

24.69K

Jun 30, 26

+1.52K

0.02%

Wealthfront Advisers LLC

24.45K

Jun 30, 26

-771

0.02%

Toroso Investments, LLC

24.34K

Jun 30, 26

-13.47K

0.02%

Chesley Taft & Associates LLC

23.83K

Jun 30, 26

+1.10K

0.02%

Sequent Planning LLC

23.36K

Jun 30, 26

+1.36K

0.01%

Magnus Financial Group LLC

23.21K

Jun 30, 26

+289

0.01%

Trajan Wealth LLC

23.05K

Jun 30, 26

-102

0.01%

REGATTA CAPITAL GROUP, LLC

22.62K

Jun 30, 26

+866

0.01%

Jacobi Capital Management LLC

22.62K

Jun 30, 26

+3.12K

0.01%

Robinson Value Management, Ltd.

21.08K

Jun 30, 26

-337

0.01%

Pensionmark Financial Group, LLC

20.95K

Jun 30, 26

-19

0.01%

SURIENCE PRIVATE WEALTH LLC

20.91K

Jun 30, 26

+10.74K

0.01%

MFA WEALTH ADVISORS, LLC

20.70K

Jun 30, 26

+3.51K

0.01%

Grantham, Mayo, Van Otterloo & Co. LLC

20.59K

Jun 30, 26

-6.41K

0.01%

MARINER INVESTMENT GROUP LLC

20.55K

Jun 30, 26

+12.91K

0.01%

Catalytic Wealth RIA, LLC

20.46K

Jun 30, 26

+20.46K

0.01%

Eagle Strategies LLC

20.22K

Jun 30, 26

-95

0.01%

HighPoint Advisor Group LLC

20.22K

Jun 30, 26

+3.45K

0.01%

Delap Wealth Advisory, LLC

19.83K

Jun 30, 26

-250

0.01%

BINGHAM PRIVATE WEALTH, LLC

19.79K

Jun 30, 26

+2.76K

0.01%

MONEY CONCEPTS CAPITAL CORP

19.75K

Jun 30, 26

+1.71K

0.01%

MY Wealth Management Inc.

19.44K

Jun 30, 26

+19.44K

0.01%

Maridea Wealth Management LLC

19.40K

Jun 30, 26

+5.30K

0.01%

AUA CAPITAL MANAGEMENT, LLC

19.36K

Jun 30, 26

-45

0.01%

CONNING INC.

19.24K

Jun 30, 26

0.01%

Strategic Investment Advisors / MI

19.12K

Jun 30, 26

-264

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

18.99K

Jun 30, 26

-1.00K

0.01%

Perigon Wealth Management, LLC

18.98K

Jun 30, 26

-2.91K

0.01%

Envestnet Portfolio Solutions, Inc.

18.93K

Jun 30, 26

-3.49K

0.01%

Cresset Asset Management, LLC

18.46K

Jun 30, 26

+302

0.01%

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

18.38K

Jun 30, 26

+1.26K

0.01%

Merit Financial Group, LLC

18.23K

Jun 30, 26

+7.46K

0.01%

Resonant Capital Advisors, LLC

18.23K

Jun 30, 26

0.01%

STEPHENS INC /AR/

18.19K

Jun 30, 26

-5.57K

0.01%

Federation des caisses Desjardins du Quebec

18.17K

Jun 30, 26

+693

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

17.40K

Jun 30, 26

-628

0.01%

REGIONS FINANCIAL CORP

17.04K

Jun 30, 26

-610

0.01%

Royal Fund Management, LLC

16.77K

Jun 30, 26

+1.20K

0.01%

Verdence Capital Advisors LLC

16.51K

Jun 30, 26

-164

0.01%

Edgestream Partners, L.P.

16.50K

Jun 30, 26

+16.50K

0.01%

Twele Capital Management, Inc.

16.50K

Jun 30, 26

-275

0.01%

BRIAN LOW FINANCIAL GROUP, LLC

16.18K

Jun 30, 26

+1.60K

0.01%

PROFFITT & GOODSON INC

16.03K

Jun 30, 26

+5.09K

0.01%

Stratos Wealth Partners, LTD.

15.97K

Jun 30, 26

+2.14K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

15.79K

Jun 30, 26

-1.47K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

15.61K

Jun 30, 26

+712

0.01%

Berkshire Bank

15.43K

Jun 30, 26

-7.27K

0.01%

Sowell Financial Services LLC

15.38K

Jun 30, 26

+282

0.01%

RKL Wealth Management LLC

15.15K

Jun 30, 26

-855

0.01%

Aptus Capital Advisors, LLC

15.09K

Jun 30, 26

-811

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

14.99K

Jun 30, 26

-6.02K

0.01%

Paragon Capital Management Ltd

14.90K

Jun 30, 26

-184

0.01%

JANE STREET GROUP, LLC

14.75K

Jun 30, 26

+14.75K

0.01%

TWO SIGMA SECURITIES, LLC

14.58K

Jun 30, 26

-7.79K

0.01%

Israel Discount Bank of New York

14.53K

Jun 30, 26

+1.61K

0.01%

Betterment LLC

14.40K

Jun 30, 26

-6.19K

0.01%

Visionary Wealth Advisors

13.92K

Jun 30, 26

-10.29K

0.01%

Spire Wealth Management

13.89K

Jun 30, 26

-1.28K

0.01%

BANK HAPOALIM BM

13.86K

Jun 30, 26

-757

0.01%

E&G Advisors, LP

13.44K

Jun 30, 26

0.01%

OGOREK ANTHONY JOSEPH /NY/ /ADV

13.43K

Jun 30, 26

+92

0.01%

Rossby Financial, LCC

13.36K

Jun 30, 26

+7.82K

0.01%

BURKE & HERBERT BANK & TRUST CO

13.33K

Jun 30, 26

-35

0.01%

ATWOOD & PALMER INC

13.26K

Jun 30, 26

-645

0.01%

Allworth Financial LP

13.22K

Jun 30, 26

-1.17K

0.01%

COMMERCE BANK

13.10K

Jun 30, 26

-854

0.01%

THOR TRADING ADVISORS, LLC

13.05K

Jun 30, 26

+13.05K

0.01%

Generation Capital Management LLC

12.92K

Jun 30, 26

-470

0.01%

Avestar Capital, LLC

12.87K

Jun 30, 26

+7.95K

0.01%

SummitTX Capital, L.P.

12.75K

Jun 30, 26

-50.21K

0.01%

Welch Group, LLC

12.50K

Jun 30, 26

+115

0.01%

PKS Advisory Services, LLC

12.43K

Jun 30, 26

+1.76K

0.01%

NICOLET BANKSHARES INC

12.42K

Jun 30, 26

+8.94K

0.01%

Greenspring Advisors, LLC

12.31K

Jun 30, 26

-421

0.01%

Verger Capital Management LLC

12.10K

Jun 30, 26

-896

0.01%

Fisher Asset Management, LLC

12.03K

Jun 30, 26

+614

0.01%

Penobscot Investment Management Company, Inc.

11.97K

Jun 30, 26

-130

0.01%

NWAM LLC

11.72K

Jun 30, 26

-113

0.01%

Legacy Private Trust Co.

11.65K

Jun 30, 26

+700

0.01%

FIRST NATIONAL BANK OF OMAHA

11.61K

Jun 30, 26

-190

0.01%

SevenBridge Financial Group, LLC

11.38K

Jun 30, 26

-3.73K

0.01%

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

11.34K

Jun 30, 26

+333

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

11.31K

Jun 30, 26

-6.68K

0.01%

HCR Wealth Advisors

11.23K

Jun 30, 26

+90

0.01%

Summit Financial, LLC

11.21K

Jun 30, 26

+1.71K

0.01%

Bryn Mawr Capital Management, LLC

11.08K

Jun 30, 26

-555

0.01%

Western Wealth Management, LLC

11.00K

Jun 30, 26

+1.94K

0.01%

TD Waterhouse Canada Inc.

10.69K

Jun 30, 26

+379

0.01%

Compagnie Lombard Odier SCmA

10.53K

Jun 30, 26

-825

0.01%

TFB Advisors LLC

10.50K

Jun 30, 26

+1.26K

0.01%

Montecito Bank & Trust

10.32K

Jun 30, 26

+1.46K

0.01%

Oak Grove Capital LLC

10.20K

Jun 30, 26

-12.10K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

10.06K

Jun 30, 26

+29

0.01%

CADINHA & CO LLC

9.97K

Jun 30, 26

+9.97K

0.01%

Fiduciary Alliance LLC

9.89K

Jun 30, 26

-6

0.01%

FLP Wealth Management, LLC

9.76K

Jun 30, 26

+143

0.01%

StoneX Group Inc.

9.75K

Jun 30, 26

-1.47K

0.01%

NDWM LLC

9.65K

Jun 30, 26

+5.88K

0.01%

J. Safra Sarasin Holding AG

9.48K

Jun 30, 26

0.01%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

9.44K

Jun 30, 26

+442

0.01%

Core Wealth Partners LLC

9.40K

Jun 30, 26

+194

0.01%

Stelac Advisory Services LLC

9.35K

Jun 30, 26

+2.12K

0.01%

Martin Capital Partners, LLC

9.33K

Jun 30, 26

-359

0.01%

PACIFIC FINANCIAL GROUP INC

8.94K

Jun 30, 26

+823

0.01%

Cartesian Growth Corp

8.79K

Jun 30, 26

0.01%

Bigelow Investment Advisors, LLC

8.73K

Jun 30, 26

+1.27K

0.01%

Ameritas Advisory Services, LLC

8.63K

Jun 30, 26

-133

0.01%

Emprise Bank

8.49K

Jun 30, 26

0.01%

FOUNDERS GROVE WEALTH PARTNERS, LLC

8.45K

Jun 30, 26

-4.86K

0.01%

Analyst IMS Investment Management Services Ltd.

8.25K

Jun 30, 26

+8.25K

0.01%

Timber Creek Capital Management LLC

8.25K

Jun 30, 26

+453

0.01%

Miracle Mile Advisors, LLC

8.14K

Jun 30, 26

-2.75K

0.01%

Simplicity Wealth,LLC

8.12K

Jun 30, 26

-1.51K

0.01%

Strathmore Capital Advisors, Inc.

8.08K

Jun 30, 26

-225

0.01%

LAZARD ASSET MANAGEMENT LLC

8.03K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

8.01K

Jun 30, 26

-3.00K

0.01%

GenWealth Group, Inc.

7.97K

Jun 30, 26

0.01%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

7.93K

Jun 30, 26

-156

0.01%

Krilogy Financial LLC

7.87K

Jun 30, 26

-748

0.01%

Hudson Portfolio Management LLC

7.78K

Jun 30, 26

-550

0.00%

Parker Financial LLC

7.77K

Jun 30, 26

+120

0.00%

Edge Wealth Management LLC

7.75K

Jun 30, 26

-50

0.00%

WHITTIER TRUST CO

7.70K

Jun 30, 26

-238

0.00%

CULLEN/FROST BANKERS, INC.

7.69K

Jun 30, 26

+6.12K

0.00%

Conrad Siegel Investment Advisors, Inc.

7.66K

Jun 30, 26

+70

0.00%

Peak Asset Management, LLC

7.66K

Jun 30, 26

-38

0.00%

ABLE Financial Group, LLC

7.63K

Jun 30, 26

0.00%

BSW Wealth Partners

7.62K

Jun 30, 26

+1.88K

0.00%

Upper Left Wealth Management, LLC

7.61K

Jun 30, 26

-235

0.00%

Koa Wealth Management, LLC

7.56K

Jun 30, 26

-495

0.00%

BLAIR WILLIAM & CO/IL

7.47K

Jun 30, 26

+1.98K

0.00%

Klaas Financial Asset Advisors, LLC

7.46K

Jun 30, 26

-13.84K

0.00%

Avidian Wealth Solutions, LLC

7.39K

Jun 30, 26

+25

0.00%

MOULTON WEALTH MANAGEMENT, INC

7.35K

Jun 30, 26

-10.05K

0.00%

Alaska Permanent Capital Management

7.33K

Jun 30, 26

+7.33K

0.00%

Crestwood Advisors Group LLC

7.31K

Jun 30, 26

-78

0.00%

MGO ONE SEVEN LLC

7.28K

Jun 30, 26

-126

0.00%

F/M Investments LLC

7.22K

Jun 30, 26

-388

0.00%

Summit Wealth Partners, LLC

7.20K

Jun 30, 26

-1.06K

0.00%

Vontobel Holding Ltd.

7.11K

Jun 30, 26

-267

0.00%

Patten Group, Inc.

7.08K

Jun 30, 26

+11

0.00%

Apella Capital, LLC

7.02K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

7.00K

Jun 30, 26

+789

0.00%

IAMS WEALTH MANAGEMENT, LLC

6.94K

Jun 30, 26

-258

0.00%

Mount Yale Investment Advisors, LLC

6.81K

Jun 30, 26

+743

0.00%

Vestmark Advisory Solutions, Inc.

6.81K

Jun 30, 26

+743

0.00%

ROCKLAND TRUST CO

6.70K

Jun 30, 26

-160

0.00%

SIMPLEX TRADING, LLC

6.64K

Jun 30, 26

-7.68K

0.00%

Valmark Advisers, Inc.

6.59K

Jun 30, 26

+27

0.00%

WEST MICHIGAN ADVISORS, LLC

6.36K

Jun 30, 26

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

6.26K

Jun 30, 26

+642

0.00%

Columbus Macro, LLC

6.24K

Jun 30, 26

-168

0.00%

CHOREO, LLC

6.18K

Jun 30, 26

-59

0.00%

Summa Corp.

6.17K

Jun 30, 26

-2.12K

0.00%

EverSource Wealth Advisors, LLC

6.04K

Jun 30, 26

-53

0.00%

Fairvoy Private Wealth, LLC

6.02K

Jun 30, 26

+281

0.00%

MorganRosel Wealth Management, LLC

5.86K

Jun 30, 26

+512

0.00%

PRINCIPAL SECURITIES, INC.

5.86K

Jun 30, 26

-180

0.00%

Argent Advisors, Inc.

5.60K

Jun 30, 26

+278

0.00%

Kovack Advisors, Inc.

5.57K

Jun 30, 26

-3.99K

0.00%

Waterloo Capital, L.P.

5.47K

Jun 30, 26

-1.87K

0.00%

CoreCap Advisors, LLC

5.47K

Jun 30, 26

-354

0.00%

ARGUS INVESTORS' COUNSEL, INC.

5.34K

Jun 30, 26

+92

0.00%

MASECO LLP

5.33K

Jun 30, 26

0.00%

HORAN Wealth, LLC

5.32K

Jun 30, 26

-2.63K

0.00%

Noble Family Wealth, LLC

5.31K

Jun 30, 26

0.00%

Bangor Savings Bank

5.23K

Jun 30, 26

-639

0.00%

AlphaCentric Advisors LLC

5.21K

Jun 30, 26

-1.30K

0.00%

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

5.10K

Jun 30, 26

+5.10K

0.00%

RETIREMENT INCOME SOLUTIONS, INC

5.07K

Jun 30, 26

0.00%

Capital Investment Counsel, LLC

5.04K

Jun 30, 26

-1.64K

0.00%

Sequoia Financial Advisors, LLC

5.02K

Jun 30, 26

+920

0.00%

Bedel Financial Consulting, Inc.

4.84K

Jun 30, 26

-98

0.00%

SFMG, LLC

4.83K

Jun 30, 26

-708

0.00%

Midwest Trust Co

4.72K

Jun 30, 26

0.00%

CVA Family Office, LLC

4.71K

Jun 30, 26

-629

0.00%

Freestone Capital Holdings, LLC

4.70K

Jun 30, 26

-7.47K

0.00%

POTOMAC FUND MANAGEMENT INC /ADV

4.66K

Jun 30, 26

-155

0.00%

PRIVATE TRUST CO NA

4.59K

Jun 30, 26

-2.00K

0.00%

Argyle Capital Partners, LLC

4.57K

Jun 30, 26

-771

0.00%

RMR Wealth Builders

4.50K

Jun 30, 26

0.00%

GTS SECURITIES LLC

4.46K

Jun 30, 26

+4.46K

0.00%

ARRIEN INVESTMENTS, INC.

4.44K

Jun 30, 26

+1.73K

0.00%

BANQUE PICTET & CIE SA

4.32K

Jun 30, 26

0.00%

Asset Management One Co., Ltd.

4.32K

Jun 30, 26

+4.32K

0.00%

Crewe Advisors LLC

4.32K

Jun 30, 26

+40

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

4.32K

Jun 30, 26

-125

0.00%

DEUTSCHE BANK AG\

4.29K

Jun 30, 26

0.00%

Ambassador Advisors, LLC

4.29K

Jun 30, 26

-73

0.00%

RFG Advisory, LLC

4.29K

Jun 30, 26

-2.59K

0.00%

WOODWARD DIVERSIFIED CAPITAL, LLC

4.28K

Jun 30, 26

-72

0.00%

CogentBlue Wealth Advisors, LLC

4.23K

Jun 30, 26

-159

0.00%

Rede Wealth, LLC

4.18K

Jun 30, 26

+434

0.00%

CAMBIAR INVESTORS LLC

4.14K

Jun 30, 26

0.00%

Savant Capital, LLC

4.11K

Jun 30, 26

+303

0.00%

MEITAV INVESTMENT HOUSE LTD

4.04K

Jun 30, 26

+4.04K

0.00%

EP Wealth Advisors, LLC

4.01K

Jun 30, 26

-108

0.00%

PFG Investments, LLC

3.92K

Jun 30, 26

+210

0.00%

Oxbow Advisors, LLC

3.91K

Jun 30, 26

+355

0.00%

High Probability Advisors, LLC

3.90K

Jun 30, 26

+24

0.00%

STEPHENS GROUP ASSET MANAGEMENT, LLC

3.88K

Jun 30, 26

-663

0.00%

JGP Wealth Management, LLC

3.88K

Jun 30, 26

+89

0.00%

Prime Capital Investment Advisors, LLC

3.87K

Jun 30, 26

-452

0.00%

Wealthspire Advisors, LLC

3.81K

Jun 30, 26

-39

0.00%

MATHER GROUP, LLC.

3.79K

Jun 30, 26

-1.46K

0.00%

ARKANSAS FINANCIAL GROUP, INC.

3.73K

Jun 30, 26

0.00%

Element Wealth, LLC

3.73K

Jun 30, 26

-41

0.00%

KELLY FINANCIAL GROUP LLC

3.71K

Jun 30, 26

-199

0.00%

Carl P. Sherr & Co., LLC

3.71K

Jun 30, 26

+127

0.00%

Dana Investment Advisors, Inc.

3.70K

Jun 30, 26

0.00%

Nuveen, LLC

3.70K

Jun 30, 26

+3.70K

0.00%

Ausdal Financial Partners, Inc.

3.68K

Jun 30, 26

-629

0.00%

CIBC WORLD MARKET INC.

3.67K

Jun 30, 26

-218

0.00%

Sierra Capital LLC

3.66K

Jun 30, 26

+3.66K

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

3.65K

Jun 30, 26

-270

0.00%

Phoenix Holdings Ltd.

3.65K

Jun 30, 26

0.00%

ZEVIN ASSET MANAGEMENT LLC

3.64K

Jun 30, 26

-204

0.00%

Principle Wealth Partners LLC

3.62K

Jun 30, 26

-42

0.00%

Vise Technologies, Inc.

3.59K

Jun 30, 26

+570

0.00%

John W. Brooker & Co., CPAs

3.58K

Jun 30, 26

+654

0.00%

Ethos Financial Group, LLC

3.56K

Jun 30, 26

-800

0.00%

BRYN MAWR TRUST Co

3.56K

Jun 30, 26

0.00%

Voya Financial Advisors, Inc.

3.53K

Jun 30, 26

-11.49K

0.00%

Obsido Oy

3.52K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

3.50K

Jun 30, 26

+78

0.00%

HSBC HOLDINGS PLC

3.48K

Jun 30, 26

+109

0.00%

Stanley-Laman Group, Ltd.

3.43K

Jun 30, 26

-105

0.00%

NBT BANK N A /NY

3.35K

Jun 30, 26

0.00%

Firestone Capital Management

3.34K

Jun 30, 26

-850

0.00%

Goldstone Financial Group, LLC

3.33K

Jun 30, 26

-7

0.00%

Fortis Group Advisors, LLC

3.27K

Jun 30, 26

-135

0.00%

FORTE ASSET MANAGEMENT LLC

3.25K

Jun 30, 26

0.00%

Aries Wealth Management

3.24K

Jun 30, 26

0.00%

Allie Family Office LLC

3.20K

Jun 30, 26

+3.20K

0.00%

Arkadios Wealth Advisors

3.18K

Jun 30, 26

-701

0.00%

BAR HARBOR WEALTH MANAGEMENT

3.16K

Jun 30, 26

-81

0.00%

WBH ADVISORY INC

3.10K

Jun 30, 26

0.00%

WestHill Financial Advisors, Inc.

3.09K

Jun 30, 26

0.00%

Balboa Wealth Partners

3.09K

Jun 30, 26

+165

0.00%

Genesis Wealth Advisors, LLC

3.08K

Jun 30, 26

0.00%

D L CARLSON INVESTMENT GROUP INC

3.06K

Jun 30, 26

-2

0.00%

FIRST UNITED BANK & TRUST

3.00K

Jun 30, 26

-525

0.00%

JMG Financial Group, Ltd.

3.00K

Jun 30, 26

0.00%

Members Trust Co

2.96K

Jun 30, 26

-50

0.00%

United Asset Strategies, Inc.

2.95K

Jun 30, 26

+513

0.00%

Cornerstone Wealth Group, LLC

2.95K

Jun 30, 26

-608

0.00%

Walkner Condon Financial Advisors LLC

2.89K

Jun 30, 26

+130

0.00%

Charles Schwab Trust Co

2.87K

Jun 30, 26

+134

0.00%

Legacy Capital Group California, Inc.

2.86K

Jun 30, 26

-58

0.00%

Mittelman Wealth Management

2.86K

Jun 30, 26

+158

0.00%

Signal Advisors Wealth, LLC

2.85K

Jun 30, 26

+2.85K

0.00%

WEST PACES ADVISORS INC.

2.84K

Jun 30, 26

-1.40K

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

2.83K

Jun 30, 26

-561

0.00%

MOSAIC FINANCIAL GROUP, LLC

2.79K

Jun 30, 26

+14

0.00%

PETRA FINANCIAL ADVISORS INC

2.77K

Jun 30, 26

+10

0.00%

TSFG, LLC

2.75K

Jun 30, 26

+24

0.00%

Idaho Trust Bank

2.75K

Jun 30, 26

+2.75K

0.00%

IMA Wealth, Inc.

2.74K

Jun 30, 26

-2.14K

0.00%

VISTA CAPITAL PARTNERS, INC.

2.67K

Jun 30, 26

-52

0.00%

FIDUCIENT ADVISORS LLC

2.63K

Jun 30, 26

0.00%

Stablepoint Partners, LLC

2.61K

Jun 30, 26

+21

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.60K

Jun 30, 26

-17

0.00%

NBC SECURITIES, INC.

2.58K

Jun 30, 26

-23

0.00%

Kelly Financial Services LLC

2.57K

Jun 30, 26

-2.77K

0.00%

Busey Wealth Management

2.56K

Jun 30, 26

-2

0.00%

OPPENHEIMER & CO INC

2.56K

Jun 30, 26

-2.23K

0.00%

Riggs Asset Managment Co. Inc.

2.51K

Jun 30, 26

-466

0.00%

DV Trading LLC

2.50K

Jun 30, 26

+2.50K

0.00%

Brightwater Advisory LLC

2.49K

Jun 30, 26

-44

0.00%

IEQ CAPITAL, LLC

2.47K

Jun 30, 26

-1.60K

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.46K

Jun 30, 26

+60

0.00%

HALLMARK CAPITAL MANAGEMENT INC

2.42K

Jun 30, 26

-139

0.00%

Schoolcraft Capital LLC

2.42K

Jun 30, 26

-535

0.00%

Wealthquest Corp

2.39K

Jun 30, 26

+255

0.00%

Value Partners Investments Inc.

2.35K

Jun 30, 26

-255

0.00%

Turim 21 Investimentos Ltda.

2.33K

Jun 30, 26

0.00%

Wealth Advisory Solutions, LLC

2.33K

Jun 30, 26

0.00%

Sentinus, LLC

2.31K

Jun 30, 26

0.00%

VIEWPOINT INVESTMENT PARTNERS CORP

2.30K

Jun 30, 26

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

2.25K

Jun 30, 26

-68

0.00%

MONTAG A & ASSOCIATES INC

2.24K

Jun 30, 26

-433

0.00%

Alhambra Investment Partners LLC

2.24K

Jun 30, 26

-904

0.00%

Capital Analysts, LLC

2.22K

Jun 30, 26

+508

0.00%

TCG Advisory Services, LLC

2.21K

Jun 30, 26

+496

0.00%

Everstar Asset Management, LLC

2.21K

Jun 30, 26

-75.96K

0.00%

Capstone Wealth Management, LLC

2.21K

Jun 30, 26

-259

0.00%

PARK AVENUE SECURITIES LLC

2.21K

Jun 30, 26

-6.79K

0.00%

NorthRock Partners, LLC

2.19K

Jun 30, 26

+38

0.00%

Chemistry Wealth Management LLC

2.18K

Jun 30, 26

-141

0.00%

SouthState Corp

2.17K

Jun 30, 26

-22

0.00%

Rathbones Group PLC

2.16K

Jun 30, 26

0.00%

SSA SWISS ADVISORS AG

2.15K

Jun 30, 26

0.00%

VestGen Advisors, LLC

2.14K

Jun 30, 26

+164

0.00%

Concord Wealth Partners

2.13K

Jun 30, 26

-24.64K

0.00%

FLAGSTAR ADVISORS INC.

2.10K

Jun 30, 26

+147

0.00%

My Personal CFO, LLC

2.10K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

2.09K

Jun 30, 26

-38

0.00%

Avalon Advisory Group

2.07K

Jun 30, 26

+2.07K

0.00%

Pasadena Private Wealth, LLC

2.05K

Jun 30, 26

-78

0.00%

Flagstone Financial Management

2.04K

Jun 30, 26

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

2.04K

Jun 30, 26

0.00%

GUIDANCE CAPITAL, INC

2.02K

Jun 30, 26

0.00%

United Advisor Group, LLC

2.02K

Jun 30, 26

+50

0.00%

Redhawk Wealth Advisors, Inc.

2.01K

Jun 30, 26

-2.26K

0.00%

King Wealth

1.98K

Jun 30, 26

-28

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

1.94K

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

1.93K

Jun 30, 26

-375

0.00%

Five Pine Wealth Management

1.92K

Jun 30, 26

-81

0.00%

HB Wealth Management, LLC

1.91K

Jun 30, 26

+1.91K

0.00%

Geneos Wealth Management Inc.

1.91K

Jun 30, 26

+240

0.00%

Sather Financial Group Inc

1.90K

Jun 30, 26

0.00%

BRIGHTON JONES LLC

1.88K

Jun 30, 26

+1.88K

0.00%

Mullooly Asset Management, Inc.

1.87K

Jun 30, 26

+1.87K

0.00%

Claro Advisors LLC

1.87K

Jun 30, 26

-2.27K

0.00%

B. Riley Wealth Advisors, Inc.

1.83K

Jun 30, 26

0.00%

STOCK YARDS BANK & TRUST CO

1.81K

Jun 30, 26

0.00%

Frederick Financial Consultants, LLC

1.77K

Jun 30, 26

-515

0.00%

Ellenbecker Investment Group

1.77K

Jun 30, 26

+1.77K

0.00%

Evercore Wealth Management, LLC

1.76K

Jun 30, 26

0.00%

WORLD EQUITY GROUP, INC.

1.76K

Jun 30, 26

+1.76K

0.00%

Quotient Wealth Partners, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

Retirement Planning Group

1.73K

Jun 30, 26

+1.73K

0.00%

Bright Futures Wealth Management, LLC.

1.73K

Jun 30, 26

-197

0.00%

Pathstone Holdings, LLC

1.72K

Jun 30, 26

-503

0.00%

VisionPoint Advisory Group, LLC

1.72K

Jun 30, 26

-43

0.00%

Allen Mooney & Barnes Investment Advisors LLC

1.72K

Jun 30, 26

0.00%

Banque Cantonale Vaudoise

1.72K

Jun 30, 26

-162

0.00%

Platform Technology Partners

1.72K

Jun 30, 26

+1.72K

0.00%

Successful Portfolios LLC

1.72K

Jun 30, 26

0.00%

Dakota Wealth Management

1.72K

Jun 30, 26

0.00%

JCIC Asset Management Inc.

1.72K

Jun 30, 26

0.00%

Hardin Capital Partners, LLC

1.71K

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

1.70K

Jun 30, 26

+1.70K

0.00%

BFSG, LLC

1.68K

Jun 30, 26

-788

0.00%

Investors Research Corp

1.64K

Jun 30, 26

+70

0.00%

Darwin Wealth Management, LLC

1.60K

Jun 30, 26

-11

0.00%

WOLFF WIESE MAGANA LLC

1.58K

Jun 30, 26

0.00%

Canton Hathaway, LLC

1.57K

Jun 30, 26

+1.57K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.50K

Jun 30, 26

+243

0.00%

Mascoma Wealth Management LLC

1.41K

Jun 30, 26

+1.31K

0.00%

Morton Brown Family Wealth, LLC

1.30K

Jun 30, 26

-172

0.00%

Y.D. More Investments Ltd

1.25K

Jun 30, 26

-160

0.00%

GHP Investment Advisors, Inc.

1.14K

Jun 30, 26

+95

0.00%

CNB Bank

1.11K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Continuum Advisory, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

988

Jun 30, 26

0.00%

AlphaCore Capital LLC

900

Jun 30, 26

+628

0.00%

Ancora Advisors, LLC

888

Jun 30, 26

-441

0.00%

EASTERN BANK

870

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

849

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

825

Jun 30, 26

+60

0.00%

1620 INVESTMENT ADVISORS, INC.

821

Jun 30, 26

-9

0.00%

Smartleaf Asset Management LLC

816

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

808

Jun 30, 26

-566

0.00%

Elevated Capital Advisors, LLC

798

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

786

Jun 30, 26

-100

0.00%

BROWN BROTHERS HARRIMAN & CO

757

Jun 30, 26

+757

0.00%

Kiker Wealth Management, LLC

748

Jun 30, 26

+516

0.00%

Boreal Capital Management LLC

744

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

725

Jun 30, 26

+23

0.00%

Triumph Capital Management

719

Jun 30, 26

+36

0.00%

CARDIFF PARK ADVISORS, LLC

712

Jun 30, 26

0.00%

MCF Advisors LLC

704

Jun 30, 26

0.00%

TRUST CO OF VERMONT

650

Jun 30, 26

+650

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

608

Jun 30, 26

-171

0.00%

SRS Capital Advisors, Inc.

604

Jun 30, 26

+332

0.00%

Gen-Wealth Partners Inc

604

Jun 30, 26

+11

0.00%

Nemes Rush Group LLC

588

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

587

Jun 30, 26

-916

0.00%

Ronald Blue Trust, Inc.

553

Jun 30, 26

-963

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Jun 30, 26

-1

0.00%

Cedar Mountain Advisors, LLC

477

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

455

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

366

Jun 30, 26

+249

0.00%

Hanson & Doremus Investment Management

365

Jun 30, 26

0.00%

WealthShield Partners, LLC

355

Jun 30, 26

-5

0.00%

Ameritas Investment Partners, Inc.

317

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

307

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

303

Jun 30, 26

0.00%

Crews Bank & Trust

290

Jun 30, 26

-471

0.00%

Cape Investment Advisory, Inc.

280

Jun 30, 26

+280

0.00%

Atlantic Union Bankshares Corp

260

Jun 30, 26

0.00%

HOWE & RUSLING INC

251

Jun 30, 26

+40

0.00%

VANGUARD ADVISERS INC

250

Jun 30, 26

0.00%

Asset Dedication, LLC

238

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

226

Jun 30, 26

-808

0.00%

Bogart Wealth, LLC

225

Jun 30, 26

0.00%

Avion Wealth

216

Jun 30, 26

0.00%

COUNTRY TRUST BANK

209

Jun 30, 26

0.00%

Parallel Advisors, LLC

206

Jun 30, 26

0.00%

Capital Investment Counsel, Inc

204

Jun 30, 26

0.00%

Friedenthal Financial

202

Jun 30, 26

+22

0.00%

Biltmore Family Office, LLC

200

Jun 30, 26

0.00%

Pacifica Partners Inc.

200

Jun 30, 26

0.00%

FIRST HORIZON CORP

173

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

173

Jun 30, 26

-8

0.00%

LRI Investments, LLC

171

Jun 30, 26

0.00%

WealthCollab, LLC

162

Jun 30, 26

+162

0.00%

Coston, McIsaac & Partners

153

Jun 30, 26

-156

0.00%

Breakwater Investment Management

152

Jun 30, 26

0.00%

WPG Advisers, LLC

142

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

141

Jun 30, 26

0.00%

Dunhill Financial, LLC

136

Jun 30, 26

-221

0.00%

Financial Network Wealth Advisors LLC

136

Jun 30, 26

0.00%

Granite FO LLC

133

Jun 30, 26

0.00%

Hartford Financial Management Inc.

132

Jun 30, 26

+132

0.00%

Versant Capital Management, Inc

131

Jun 30, 26

-17.95K

0.00%

Cranbrook Wealth Management, LLC

130

Jun 30, 26

0.00%

Brooklyn FI, LLC

130

Jun 30, 26

+130

0.00%

CENTRAL TRUST Co

127

Jun 30, 26

+127

0.00%

Park Place Capital Corp

125

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

118

Jun 30, 26

0.00%

Lavaca Capital LLC

114

Jun 30, 26

+114

0.00%

Rosenberg Matthew Hamilton

108

Jun 30, 26

0.00%

Provident Wealth Management, LLC

100

Jun 30, 26

+100

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

+92

0.00%

Strategic Advocates LLC

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+79

0.00%

TOMPKINS FINANCIAL CORP

Jun 30, 26

-697

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+74

0.00%

Winthrop Capital Management, LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+68

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

-16

0.00%

Horizon Investments, LLC

Jun 30, 26

-180

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Jun 30, 26

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Vanguard National Trust Co

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Community Financial Services Group, LLC

Jun 30, 26

+46

0.00%

Main Street Group, LTD

Jun 30, 26

+41

0.00%

BOKF, NA

Jun 30, 26

+36

0.00%

PROSPERITY BANCSHARES INC

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

-4

0.00%

ALBION FINANCIAL GROUP /UT

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

Smithfield Trust Co

Jun 30, 26

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+13

0.00%

Imprint Wealth LLC

Jun 30, 26

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Independence Bank of Kentucky

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-216

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Clearstead Trust, LLC

Jun 30, 26

-699

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-6.68K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-451

CONFLUENCE INVESTMENT MANAGEMENT LLC

Jun 30, 26

-125.47K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-2.26K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-118.87K

NCM Capital Management, LLC

Jun 30, 26

-1.76K

Destiny Wealth Partners, LLC

Jun 30, 26

-15

MAGNOLIA CAPITAL ADVISORS LLC

Jun 30, 26

-1.87K

STUDIO INVESTMENT MANAGEMENT LLC

Jun 30, 26

-1.84K

Advance Capital Management, Inc.

Jun 30, 26

-1.75K

Qube Research & Technologies Ltd

Jun 30, 26

-1.91K

Main Street Financial Solutions, LLC

Jun 30, 26

-1.83K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-1.26K

Foundations Investment Advisors, LLC

Jun 30, 26

-2.11K

GenTrust, LLC

Jun 30, 26

-52.09K

Hara Capital LLC

Jun 30, 26

-86

University of Illinois Foundation

Jun 30, 26

-410.50K

Kingdom Financial Group LLC.

Jun 30, 26

-218

Global Endowment Management, LP

Jun 30, 26

-20.00K

Root Financial Partners, LLC

Jun 30, 26

-2.11K

Oakworth Capital, Inc.

Jun 30, 26

-68

Net Worth Advisory Group

Jun 30, 26

-4.61K

CERTUITY, LLC

Jun 30, 26

-1.82K

Greykasell Wealth Strategies, Inc.

Jun 30, 26

-379

Prosperity Financial Group, Inc.

Jun 30, 26

-4.15K

CSM Advisors, LLC

Jun 30, 26

-189.90K

STABLEFORD CAPITAL II LLC

Jun 30, 26

-1.76K

SJS Investment Consulting Inc.

Jun 30, 26

-250

Independent Advisor Alliance

Jun 30, 26

-7.34K

ARVEST INVESTMENTS, INC.

Jun 30, 26

-94.15K

Permanens Capital L.P.

Jun 30, 26

-257.94K

Enclave Advisors LLC

Jun 30, 26

-11.27K

CITADEL ADVISORS LLC

Jun 30, 26

-256.39K

RMG Wealth Management LLC

Jun 30, 26

-647

Lake Hills Wealth Management, LLC

Jun 30, 26

-76.42K

Walleye Trading LLC

Jun 30, 26

-1.28K

Squarepoint Ops LLC

Jun 30, 26

-7.11K

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Jun 30, 26

-1.84K

Holos Integrated Wealth LLC

Jun 30, 26

-1

Sound Income Strategies, LLC

Jun 30, 26

-610

ALLIANCEBERNSTEIN L.P.

Jun 30, 26

-1.76K

FLAGSHIP WEALTH ADVISORS, LLC

Jun 30, 26

-46

Perennial Investment Advisors, LLC

Jun 30, 26

-1.73K

Phil A. Younker & Associates, Ltd.

Jun 30, 26

-7.50K

FIDUCIARY TRUST CO

Jun 30, 26

-4.21K

FOUNDERS FINANCIAL SECURITIES LLC

Jun 30, 26

-3.58K

Apollon Wealth Management, LLC

Jun 30, 26

-19.26K

Golden State Equity Partners

Jun 30, 26

-17.11K

KDK Private Wealth Management, LLC

Jun 30, 26

-1.74K

Cannon Advisors, Inc.

Jun 30, 26

-9.62K

POM Investment Strategies, LLC

Jun 30, 26

-206

Vernal Point Advisors, LLC

Jun 30, 26

-20.96K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-698

Keebeck Wealth Management, LLC

Jun 30, 26

-2.95K

Longview Financial Advisors, Inc.

Jun 30, 26

-535

Cardinal Strategic Wealth Guidance

Jun 30, 26

-214

Eaton Financial Holdings Company, LLC

Jun 30, 26

-26.20K

Regal Investment Advisors LLC

Jun 30, 26

-2.32K

Team Financial Group, LLC

Jun 30, 26

-127

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-3.27K

CPR Investments Inc.

Jun 30, 26

-8.84K

IMC-Chicago, LLC

Jun 30, 26

-3.03K

HRT FINANCIAL LP

Jun 30, 26

-2.71K

Coastal Investment Advisors, Inc.

Jun 30, 26

-96

Portfolio Design Labs, LLC

Jun 30, 26

-91.78K

SNS Financial Group, LLC

Jun 30, 26

-615.72K

PEOPLES BANK /OH

Jun 30, 26

-2.17K

XTX Topco Ltd

Jun 30, 26

-6.21K

Venturi Wealth Management, LLC

Jun 30, 26

-6.49K

Prestige Wealth Management Group LLC

Jun 30, 26

-625

Family Management Corp

Jun 30, 26

-226

BANK OF AMERICA CORP /DE/

9.24M

Mar 31, 26

+2.63M

5.88%

Financial Engines Advisors L.L.C.

4.23M

Mar 31, 26

-56.38K

2.69%

AMERIPRISE FINANCIAL INC

2.85M

Mar 31, 26

+119.60K

1.81%

WIT, LLC

2.26M

Mar 31, 26

+174.85K

1.44%

Cerity Partners LLC

1.97M

Mar 31, 26

+14.30K

1.25%

RAYMOND JAMES FINANCIAL INC

1.59M

Mar 31, 26

+71.06K

1.01%

Creative Planning

1.18M

Mar 31, 26

-69.73K

0.75%

Dynasty Wealth Management, LLC

1.09M

Mar 31, 26

-85.46K

0.69%

RMB Capital Management, LLC

412.54K

Mar 31, 26

+12.84K

0.26%

University of Illinois Foundation

410.50K

Mar 31, 26

+410.50K

0.26%

FRANKLIN RESOURCES INC

404.44K

Mar 31, 26

+44.64K

0.26%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

319.44K

Mar 31, 26

+34.56K

0.20%

Silicon Valley Capital Partners

315.58K

Mar 31, 26

-12.07K

0.20%

SkyView Investment Advisors, LLC

290.12K

Mar 31, 26

+6.32K

0.18%

Allianz Asset Management GmbH

288.90K

Mar 31, 26

+44.10K

0.18%

Permanens Capital L.P.

257.94K

Mar 31, 26

+241.44K

0.16%

CITADEL ADVISORS LLC

256.39K

Mar 31, 26

+256.39K

0.16%

HANTZ FINANCIAL SERVICES, INC.

227.26K

Mar 31, 26

+80.17K

0.14%

Brinker Capital Investments, LLC

222.27K

Mar 31, 26

+48.00K

0.14%

US BANCORP \DE\

211.18K

Mar 31, 26

+4.17K

0.13%

CSM Advisors, LLC

189.90K

Mar 31, 26

0.12%

JONES FINANCIAL COMPANIES LLLP

173.12K

Mar 31, 26

+80.53K

0.11%

Rockefeller Capital Management L.P.

128.38K

Mar 31, 26

-14

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

120.56K

Mar 31, 26

-4.25K

0.08%

MILLENNIUM MANAGEMENT LLC

118.87K

Mar 31, 26

+69.91K

0.08%

COLDSTREAM CAPITAL MANAGEMENT INC

117.17K

Mar 31, 26

-47.50K

0.07%

WCG Wealth Advisors LLC

108.27K

Mar 31, 26

-252.72K

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

105.88K

Mar 31, 26

+1.51K

0.07%

FLOW TRADERS U.S. LLC

92.79K

Mar 31, 26

+92.79K

0.06%

NORTHERN TRUST CORP

86.82K

Mar 31, 26

-154.28K

0.06%

Keel Point, LLC

82.86K

Mar 31, 26

-1.70K

0.05%

MAI Capital Management

78.29K

Mar 31, 26

+9.40K

0.05%

Coastal Bridge Advisors, LLC

67.44K

Mar 31, 26

+8.79K

0.04%

CWM, LLC

64.62K

Mar 31, 26

-27.70K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

63.15K

Mar 31, 26

+39.55K

0.04%

SummitTX Capital, L.P.

62.96K

Mar 31, 26

+188

0.04%

Ridgepath Capital Management LLC

59.59K

Mar 31, 26

-19.61K

0.04%

Hilltop Holdings Inc.

58.17K

Mar 31, 26

+37.72K

0.04%

Rehmann Capital Advisory Group

48.09K

Mar 31, 26

-205

0.03%

Gotham Asset Management, LLC

39.56K

Mar 31, 26

+24.46K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.66K

Mar 31, 26

+38.66K

0.02%

NATIXIS ADVISORS, L.P.

27.02K

Mar 31, 26

+27.02K

0.02%

Grantham, Mayo, Van Otterloo & Co. LLC

27.00K

Mar 31, 26

+12.70K

0.02%

Visionary Wealth Advisors

24.20K

Mar 31, 26

+1.07K

0.02%

Oak Grove Capital LLC

22.30K

Mar 31, 26

-1.50K

0.01%

Equitable Holdings, Inc.

22.05K

Mar 31, 26

+6.34K

0.01%

Pensionmark Financial Group, LLC

20.97K

Mar 31, 26

+2.93K

0.01%

Vernal Point Advisors, LLC

20.96K

Mar 31, 26

+254

0.01%

Betterment LLC

20.59K

Mar 31, 26

+1.49K

0.01%

Strategic Investment Advisors / MI

19.38K

Mar 31, 26

+2.48K

0.01%

Cresset Asset Management, LLC

18.16K

Mar 31, 26

+1.50K

0.01%

Federation des caisses Desjardins du Quebec

17.48K

Mar 31, 26

-926

0.01%

COMMERCE BANK

13.95K

Mar 31, 26

+990

0.01%

Generation Capital Management LLC

13.39K

Mar 31, 26

-253

0.01%

WNY Asset Management, LLC

12.01K

Mar 31, 26

+12.01K

0.01%

Kingsview Wealth Management, LLC

11.90K

Mar 31, 26

-2.30K

0.01%

Ameritas Advisory Services, LLC

8.76K

Mar 31, 26

-211

0.01%

Stonehage Fleming Financial Services Holdings Ltd

8.50K

Mar 31, 26

+8.50K

0.01%

LAZARD ASSET MANAGEMENT LLC

8.03K

Mar 31, 26

0.01%

Jaffetilchin Investment Partners, LLC

7.75K

Mar 31, 26

-107

0.00%

Peak Asset Management, LLC

7.70K

Mar 31, 26

+1.20K

0.00%

Independent Advisor Alliance

7.34K

Mar 31, 26

+7.34K

0.00%

Camarda Financial Advisors, LLC

7.34K

Mar 31, 26

-29

0.00%

JDM Financial Group LLC

5.86K

Mar 31, 26

-5.97K

0.00%

True Vision MN LLC

4.62K

Mar 31, 26

0.00%

Redwood Investment Management, LLC

3.89K

Mar 31, 26

-1.93K

0.00%

Element Wealth, LLC

3.77K

Mar 31, 26

-129

0.00%

HSBC HOLDINGS PLC

3.37K

Mar 31, 26

-15.37K

0.00%

CENTAURUS FINANCIAL, INC.

3.06K

Mar 31, 26

+1.31K

0.00%

Blue Edge Capital, LLC

2.92K

Mar 31, 26

-2.00K

0.00%

HRT FINANCIAL LP

2.71K

Mar 31, 26

-6.63K

0.00%

Busey Wealth Management

2.56K

Mar 31, 26

0.00%

Regal Investment Advisors LLC

2.32K

Mar 31, 26

-4.42K

0.00%

Skopos Labs, Inc.

2.16K

Mar 31, 26

+2.16K

0.00%

Beacon Pointe Advisors, LLC

2.06K

Mar 31, 26

+2.06K

0.00%

Unconventional Investor, LLC

1.92K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

1.91K

Mar 31, 26

-5.34K

0.00%

ALLIANCEBERNSTEIN L.P.

1.76K

Mar 31, 26

+1.76K

0.00%

Evercore Wealth Management, LLC

1.76K

Mar 31, 26

0.00%

NCM Capital Management, LLC

1.76K

Mar 31, 26

+1.76K

0.00%

Advance Capital Management, Inc.

1.75K

Mar 31, 26

-736

0.00%

Evelyn Partners Asset Management Ltd

1.61K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

816

Mar 31, 26

-360

0.00%

Legacy Wealth Managment, LLC/ID

698

Mar 31, 26

0.00%

Prestige Wealth Management Group LLC

625

Mar 31, 26

-375

0.00%

Transamerica Financial Advisors, Inc.

587

Mar 31, 26

-864

0.00%

Nemes Rush Group LLC

583

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

451

Mar 31, 26

+451

0.00%

Cherry Tree Wealth Management, LLC

343

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

310

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

250

Mar 31, 26

+250

0.00%

Horizon Investments, LLC

240

Mar 31, 26

+151

0.00%

Family Management Corp

226

Mar 31, 26

0.00%

Biltmore Family Office, LLC

200

Mar 31, 26

0.00%

Caitlin John, LLC

179

Mar 31, 26

0.00%

Copia Wealth Management

133

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

102

Mar 31, 26

0.00%

Strategic Advocates LLC

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

Mar 31, 26

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+56

0.00%

Anchor Investment Management, LLC

Mar 31, 26

+39

0.00%

PROSPERITY BANCSHARES INC

Mar 31, 26

0.00%

Imprint Wealth LLC

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Mutual Advisors, LLC

Mar 31, 26

-5.76K

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-130

PRUDENTIAL PLC

Mar 31, 26

-45.60K

Headlands Technologies LLC

Mar 31, 26

-27.90K

Crabel Capital Management, LLC

Mar 31, 26

-50.42K

Coppell Advisory Solutions LLC

Mar 31, 26

-2.48K

Quest Partners LLC

403.90K

Dec 31, 25

+349.64K

0.26%

COMERICA BANK

55.55K

Dec 31, 25

-598

0.04%

ORG Partners LLC

8.03K

Dec 31, 25

+31

0.01%

Cadence Bank

4.86K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

2.36K

Dec 31, 25

+615

0.00%

FineMark National Bank & Trust

1.73K

Dec 31, 25

+1.73K

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-113

Capitolis Liquid Global Markets LLC

Dec 31, 25

-54.30K

Motiv8 Investments LLC

Dec 31, 25

-10.97K

Gunma Bank,Ltd.

180.00K

Sep 30, 25

+30.00K

0.11%

PINNACLE FINANCIAL PARTNERS INC

89.15K

Sep 30, 25

-13.08K

0.06%

MAS Advisors LLC

29.93K

Sep 30, 25

-7.82K

0.02%

SYNOVUS FINANCIAL CORP

28.08K

Sep 30, 25

+6.94K

0.02%

EFG Asset Management (Americas) Corp.

25.23K

Sep 30, 25

-454

0.02%

COUNTRY CLUB BANK /GFN

8.82K

Sep 30, 25

+443

0.01%

Kathleen S. Wright Associates Inc.

4.05K

Sep 30, 25

+50

0.00%

Lowe Wealth Advisors, LLC

3.19K

Sep 30, 25

+76

0.00%

NAPA WEALTH MANAGEMENT

2.89K

Sep 30, 25

-117

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

2.29K

Sep 30, 25

0.00%

Guerra Advisors Inc

1.48K

Sep 30, 25

+1.48K

0.00%

Promus Capital, LLC

528

Sep 30, 25

+528

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+46

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-8.05K

EWG Elevate Inc.

Sep 30, 25

-12.44K

Bristlecone Advisors, LLC

Sep 30, 25

-634

Atria Wealth Solutions, Inc.

94.95K

Jun 30, 25

-43.14K

0.06%

AVANTAX ADVISORY SERVICES, INC.

83.92K

Jun 30, 25

+2.63K

0.05%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

73.66K

Jun 30, 25

-15.76K

0.05%

Congress Wealth Management LLC / DE /

14.86K

Jun 30, 25

+4.48K

0.01%

J. W. Coons Advisors, LLC

10.05K

Jun 30, 25

+130

0.01%

Horan Securities, Inc.

8.26K

Jun 30, 25

-703

0.01%

PrairieView Partners, LLC

3.78K

Jun 30, 25

+170

0.00%

DHK Financial Advisors, Inc.

2.20K

Jun 30, 25

-2.20K

0.00%

My Legacy Advisors, LLC

2.19K

Jun 30, 25

+419

0.00%

ACAS, LLC

1.74K

Jun 30, 25

-248

0.00%

First Horizon Advisors, Inc.

1.03K

Jun 30, 25

+352

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

308

Jun 30, 25

+308

0.00%

Iron Horse Wealth Management, LLC

196

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

115

Jun 30, 25

+115

0.00%

Orion Portfolio Solutions, LLC

177.79K

Mar 31, 25

+13.20K

0.11%

US FINANCIAL ADVISORS, LLC

59.14K

Mar 31, 25

+2.60K

0.04%

NAPATREE CAPITAL LLC

2.07K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+51

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-2.63K

Wolf Group Capital Advisors

Mar 31, 25

-1.84K

Buckingham Capital Management, Inc.

300.02K

Dec 31, 24

-2.82K

0.19%

Madison Investment Advisors, LLC

239.84K

Dec 31, 24

+239.84K

0.15%

NSI Retail Advisors, LLC

226.70K

Dec 31, 24

0.14%

TrinityPoint Wealth, LLC

41.29K

Dec 31, 24

+658

0.03%

AlphaMark Advisors, LLC

33.15K

Dec 31, 24

+4.18K

0.02%

Anchor Pointe Wealth Management, LLC

9.27K

Dec 31, 24

+9.27K

0.01%

TAP Consulting, LLC

7.69K

Dec 31, 24

-3.67K

0.00%

WR Wealth Planners, LLC

1.38K

Dec 31, 24

+272

0.00%

Householder Group Estate & Retirement Specialist, LLC

1.27K

Dec 31, 24

0.00%

Bray Capital Advisors

200

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

1.19M

Sep 30, 24

-17.13K

0.76%

Pegasus Partners Ltd.

220.50K

Sep 30, 24

+20.32K

0.14%

Raymond James Financial Services Advisors, Inc.

198.43K

Sep 30, 24

+8.64K

0.13%

New Potomac Partners, LLC

40.47K

Sep 30, 24

+3.16K

0.03%

9258 Wealth Management, LLC

34.39K

Sep 30, 24

-1.51K

0.02%

Divergent Wealth Advisors

30.82K

Sep 30, 24

+365

0.02%

RAYMOND JAMES TRUST N.A.

22.66K

Sep 30, 24

+5.39K

0.01%

SINECERA CAPITAL, LLC

16.04K

Sep 30, 24

+1.00K

0.01%

All Season Financial Advisors, Inc.

15.31K

Sep 30, 24

+15.31K

0.01%

Alpha Square Group S, LLC

8.00K

Sep 30, 24

+8.00K

0.01%

Alera Investment Advisors, LLC

6.51K

Sep 30, 24

+443

0.00%

Axiom Advisory, LLC

6.22K

Sep 30, 24

+140

0.00%

Brophy Wealth Management, LLC

3.69K

Sep 30, 24

+3.69K

0.00%

VitalStone Financial, LLC

1.12K

Sep 30, 24

+1.12K

0.00%

FinTrust Capital Advisors, LLC

640

Sep 30, 24

0.00%

Planning Capital Management Corp

196

Sep 30, 24

+196

0.00%

Carmichael Hill & Associates, Inc.

184

Sep 30, 24

-34

0.00%

Family Asset Management, LLC

181

Sep 30, 24

-524

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

0.00%

COWEN AND COMPANY, LLC

Sep 30, 24

-20.00K

BlackRock Inc.

1.37M

Jun 30, 24

+311.55K

0.87%

BUCKINGHAM STRATEGIC WEALTH, LLC

418.44K

Jun 30, 24

+11.04K

0.27%

Carmenna Advisors LLC

104.02K

Jun 30, 24

+104.02K

0.07%

BENJAMIN F. EDWARDS & COMPANY, INC.

101.53K

Jun 30, 24

-32.94K

0.06%

Wunderlich Capital Managemnt

8.62K

Jun 30, 24

+495

0.01%

Rain Capital Management, LLC

798

Jun 30, 24

0.00%

Private Ocean, LLC

379

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-41

Relative Value Partners Group, LLC

Jun 30, 24

-44.67K

Charles Schwab Investment Advisory, Inc.

2.71M

Mar 31, 24

-71.42K

1.73%

InterOcean Capital Group, LLC

118.71K

Mar 31, 24

+58.59K

0.08%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

73.21K

Mar 31, 24

-49.86K

0.05%

Cetera Advisors LLC

42.90K

Mar 31, 24

+24.90K

0.03%

Cetera Advisor Networks LLC

33.65K

Mar 31, 24

+1.22K

0.02%

SUMMIT FINANCIAL GROUP, INC.

23.12K

Mar 31, 24

-405

0.01%

AMERICAN NATIONAL BANK & TRUST CO /VA/

6.00K

Mar 31, 24

+6.00K

0.00%

Syntal Capital Partners, LLC

4.12K

Mar 31, 24

+4.12K

0.00%

CAMBRIDGE TRUST CO

690

Mar 31, 24

+690

0.00%

CREDIT SUISSE AG/

Mar 31, 24

-62.58K

Cutler Group LLC / CA

Mar 31, 24

-500

Retirement Group, LLC

Mar 31, 24

-97

Connectus Wealth, LLC

Mar 31, 24

-214.54K

Adroit Compliance, LLC

196.72K

Dec 31, 23

+196.72K

0.13%

Curi Wealth Management, LLC

173.27K

Dec 31, 23

+1.33K

0.11%

Rainsberger Wealth Advisors, Inc.

68.00K

Dec 31, 23

-319

0.04%

WEALTHSOURCE PARTNERS, LLC

17.69K

Dec 31, 23

+13.69K

0.01%

TELEMUS CAPITAL, LLC

4.88K

Dec 31, 23

-9.52K

0.00%

Simplicity Solutions, LLC

3.29K

Dec 31, 23

+1.27K

0.00%

DFPG INVESTMENTS, LLC

3.00K

Dec 31, 23

+711

0.00%

Bartlett & Co. LLC

988

Dec 31, 23

+988

0.00%

Baystate Wealth Management LLC

Dec 31, 23

-58

0.00%

SevenOneSeven Capital Management

Dec 31, 23

-11.80K

Polaris Wealth Advisory Group, LLC

280.46K

Sep 30, 23

-5.18K

0.18%

COMERICA SECURITIES,INC.

34.16K

Sep 30, 23

-510

0.02%

Antonetti Capital Management LLC

29.17K

Sep 30, 23

-1.90K

0.02%

SBB Research Group LLC

3.61K

Sep 30, 23

0.00%

New Legacy Group, LLC

3.40K

Sep 30, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

2.37K

Sep 30, 23

+2.37K

0.00%

Sutton Wealth Advisors Inc.

1.24K

Sep 30, 23

+1.11K

0.00%

Icon Wealth Partners, LLC

999

Sep 30, 23

0.00%

Coury Firm Asset Management LLC

Sep 30, 23

-10.82K

V Wealth Advisors LLC

Sep 30, 23

-2.67K

PFS INVESTMENTS INC.

200.25K

Jun 30, 23

+14.37K

0.13%

PICTET ASSET MANAGEMENT SA

60.10K

Jun 30, 23

-1.82K

0.04%

EFG CAPITAL INTERNATIONAL CORP.

19.21K

Jun 30, 23

+19.21K

0.01%

HERON FINANCIAL GROUP, LLC

6.67K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

5.64K

Jun 30, 23

-739

0.00%

TimeScale Financial, Inc.

3.18K

Jun 30, 23

+3.18K

0.00%

Financial Architects, Inc

2.60K

Jun 30, 23

-1.55K

0.00%

BDO Wealth Advisors, LLC

1.20K

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

383

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-79

Quantitative Advantage, LLC

18.69K

Mar 31, 23

+1.64K

0.01%

SECURITY ASSET MANAGEMENT

5.25K

Mar 31, 23

+5.25K

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-36

HNP Capital LLC

Mar 31, 23

-25.00K

Personal Capital Advisors Corp

112.49K

Dec 31, 22

-5.54M

0.07%

Jenkins Wealth

40.56K

Dec 31, 22

+40.56K

0.03%

Aevitas Wealth Management, Inc.

25.13K

Dec 31, 22

+12.20K

0.02%

BANK OF THE WEST

16.54K

Dec 31, 22

+234

0.01%

Burleson & Company, LLC

9.86K

Dec 31, 22

-744

0.01%

Sanford Advisory Services, LLC

3.13K

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-410

Sargent Bickham Lagudis LLC

Dec 31, 22

-159

American Portfolios Advisors

29.69K

Sep 30, 22

-8.65K

0.02%

Danda Trouve Investment Management, Inc.

23.62K

Sep 30, 22

-898

0.02%

CYPRESS CAPITAL MANAGEMENT LLC

17.41K

Sep 30, 22

+960

0.01%

EATON VANCE MANAGEMENT

12.35K

Sep 30, 22

+1.28K

0.01%

First Farmers & Merchants Bank / Trust

5.37K

Sep 30, 22

-112

0.00%

STRINGER ASSET MANAGEMENT, LLC

4.01K

Sep 30, 22

+4.01K

0.00%

MUFG Americas Holdings Corp

2.67K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

844

Sep 30, 22

0.00%

RGT Wealth Advisors, LLC

212

Sep 30, 22

-1.81K

0.00%

Covington Capital Management

175

Sep 30, 22

0.00%

Spearhead Capital Advisors, LLC

Sep 30, 22

-10.54K

ACG Wealth

Sep 30, 22

-15

B. Riley Wealth Management, Inc.

2.11K

Jun 30, 22

+2.11K

0.00%

Fieldpoint Private Securities, LLC

420

Jun 30, 22

-118

0.00%

Cordasco Financial Network

240

Jun 30, 22

+201

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

ADVISOR PARTNERS LLC

Jun 30, 22

-7.15K

EXANE DERIVATIVES

Jun 30, 22

-1.18K

IndexIQ Advisors LLC

293.45K

Mar 31, 22

-260.69K

0.19%

People's United Financial, Inc.

10.57K

Mar 31, 22

-1.48K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

8.96K

Mar 31, 22

-10.17K

0.01%

Winfield Associates, Inc.

6.99K

Mar 31, 22

0.00%

Permit Capital Advisors, LLC

645

Mar 31, 22

+645

0.00%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-545

NEXT Financial Group, Inc

10.23K

Dec 31, 21

+5.27K

0.01%

MIRSKY FINANCIAL MANAGEMENT CORP.

2.15K

Dec 31, 21

0.00%

Investors Financial Group, LLC

2.10K

Dec 31, 21

-518

0.00%

Carroll Financial Associates, Inc.

288

Dec 31, 21

-217

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-30

NorthCoast Asset Management LLC

183.08K

Sep 30, 21

+2.17K

0.12%

DeGreen Capital Management LLC

145.49K

Sep 30, 21

+7.38K

0.09%

Cardan Capital Partners, LLC

97.92K

Sep 30, 21

+97.92K

0.06%

BBVA USA

17.41K

Sep 30, 21

-984

0.01%

Psagot Value Holdings Ltd.

13.22K

Sep 30, 21

-10.36K

0.01%

CEDAR CAPITAL, LLC

9.82K

Sep 30, 21

+9.82K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

9.73K

Sep 30, 21

+2.02K

0.01%

Pinnacle Wealth Advisors

168.30K

Jun 30, 21

+168.30K

0.11%

PICTET ASSET MANAGEMENT LTD

136.38K

Jun 30, 21

-9.96K

0.09%

PNC Managed Account Solutions, Inc.

55.68K

Jun 30, 21

+55.68K

0.04%

AdvicePeriod, LLC

7.47K

Jun 30, 21

0.00%

Financial Consulate Inc.

2.61K

Jun 30, 21

+2.61K

0.00%

QS Investors, LLC

Jun 30, 21

-13.17K

BBVA USA Bancshares, Inc.

56.10K

Mar 31, 21

-43.16K

0.04%

CAMDEN NATIONAL CORP

21.26K

Mar 31, 21

+21.26K

0.01%

Pinnacle Advisory Group, Inc.

6.65K

Mar 31, 21

-847

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

2.21K

Dec 31, 20

+2.20K

0.00%

Stearns Financial Services Group

276.51K

Sep 30, 20

+8.96K

0.18%

Wealthspire Advisors, L.P.

75.04K

Sep 30, 20

+75.04K

0.05%

ETRADE Capital Management LLC

61.66K

Sep 30, 20

-381

0.04%

First Allied Advisory Services, Inc.

36.84K

Sep 30, 20

-6.25K

0.02%

LifePlan Financial Group, Inc

17.31K

Sep 30, 20

+145

0.01%

Wellesley Investment Partners, LLC

12.32K

Sep 30, 20

+2.29K

0.01%

KAYS FINANCIAL ADVISORY CORP /ADV

12.32K

Sep 30, 20

+8.37K

0.01%

Independence Advisors, LLC

180

Sep 30, 20

+14

0.00%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

Sep 30, 20

-1.96K

3D ASSET MANAGEMENT, INC

Sep 30, 20

-3.29K

Global Financial Private Capital, Inc

108.33K

Jun 30, 20

+108.33K

0.07%

Lenox Wealth Management, Inc.

Jun 30, 20

+12

0.00%

Noven Financial Group, Inc.

174.78K

Mar 31, 20

+174.78K

0.11%

BOYS ARNOLD & CO INC

8.04K

Mar 31, 20

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

-20

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

57.66K

Dec 31, 19

-435

0.04%

Advisor Group, Inc.

53.34K

Dec 31, 19

-3.49K

0.03%

Lyons Wealth Management, LLC.

39.33K

Dec 31, 19

-8.27K

0.03%

LAU ASSOCIATES LLC

6.64K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

311.60K

Sep 30, 19

-1.71K

0.20%

Wealth & Pension Services Group, Inc.

17.48K

Sep 30, 19

0.01%

BB&T SECURITIES, LLC

7.09K

Sep 30, 19

-770

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

4.78K

Sep 30, 19

-5.72K

0.00%

Guidant Wealth Advisors

3.04K

Sep 30, 19

0.00%

KLS Professional Advisors Group, LLC

Jun 30, 19

-3.00K

WealthTrust Fairport, LLC

8.26K

Mar 31, 19

-1.52K

0.01%

Weatherstone Capital Management

2.17K

Mar 31, 19

+2.17K

0.00%

NEXT Financial Holdings

166

Mar 31, 19

+166

0.00%

Catamount Wealth Management

Mar 31, 19

-8

0.00%

COMERICA SECURITIES INC

25.93K

Dec 31, 18

+977

0.02%

Leonetti & Associates, LLC

5.35K

Dec 31, 18

-51

0.00%

Edelman Financial Services, LLC

Dec 31, 18

-2.01M

Visionary Asset Management, Inc.

Dec 31, 18

-43.27K

RAND WEALTH, LLC

2.54K

Sep 30, 18

0.00%

Simply Money Advisors

231.43K

Mar 31, 18

-122.26K

0.15%

SII INVESTMENTS INC/WI

19.68K

Dec 31, 17

+1.06K

0.01%

IFC Holdings Incorporated/FL

8.84K

Dec 31, 17

+3.86K

0.01%

BB&T INVESTMENT SERVICES, INC.

715

Dec 31, 17

+142

0.00%

WealthShield, LLC

378

Dec 31, 17

+378

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

+47

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-10.82K

Barrington Strategic Wealth Management Group LLC

49.67K

Sep 30, 17

+5.63K

0.03%

Smith Affiliated Capital Corp.

1.13K

Sep 30, 17

0.00%

Concert Wealth Management Inc.

Sep 30, 17

-2.39K

Commonwealth Equity Services, Inc

27.64K

Jun 30, 17

+7.63K

0.02%

Independent Portfolio Consultants, Inc.

420

Jun 30, 17

-1.37K

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-13.44K

FIRST FINANCIAL EQUITY CORPORATION

6.18K

Mar 31, 17

+6.18K

0.00%

Integrated Wealth Management

1.99K

Mar 31, 17

-31

0.00%

MSI Financial Services Inc

27.35K

Dec 31, 16

-1.53K

0.02%

BLACKROCK ADVISORS LLC

6.49K

Dec 31, 16

0.00%

BlackRock Investment Management, LLC

2.48K

Dec 31, 16

+15

0.00%

BlackRock Japan Co. Ltd

1.41K

Dec 31, 16

-260

0.00%

KANALY TRUST CO

150

Dec 31, 16

+150

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-6.96K

EDMOND DE ROTHSCHILD (SUISSE) S.A.

47.19K

Sep 30, 16

-22.67K

0.03%

ANCORA FAMILY WEALTH ADVISORS, LLC

1.61K

Sep 30, 16

0.00%

FIRSTMERIT BANK N A TRUSTEE

145.13K

Jun 30, 16

+4.62K

0.09%

SOCIETE GENERALE

14.35K

Jun 30, 16

+14.35K

0.01%

Counsel Portfolio Services Inc.

4.84K

Jun 30, 16

-7.87K

0.00%

VSR Financial Services, Inc.

2.88K

Jun 30, 16

-206

0.00%

Cleary Gull Holdings Inc.

Mar 31, 16

0.00%

CURIAN CAPITAL LLC

16.66K

Dec 31, 15

-104.28K

0.01%

Pinnacle Summer Investments, Inc.

Dec 31, 15

+38

0.00%

Good Harbor Financial, LLC

9.02K

Sep 30, 15

-968

0.01%

J.P. Turner & Co Capital Mnagement, LLC

1.75K

Sep 30, 15

+1.75K

0.00%

MID CONTINENT CAPITAL LLC/IL

Sep 30, 15

-4.00K

MANAGED ACCOUNT ADVISORS LLC

6.40M

Jun 30, 15

+1.71M

4.08%

BAIRD ROBERT W & CO INC /WI/

5.02K

Mar 31, 15

+2.23K

0.00%

STANCORP INVESTMENT ADVISERS INC

1.46K

Mar 31, 15

-140

0.00%

BOSTON PRIVATE BANK & TRUST CO

435

Mar 31, 15

0.00%

First Allied Asset Management, Inc.

Mar 31, 15

-2.89K

Placemark Investments, Inc.

40.12K

Dec 31, 14

+4.80K

0.03%

NEW ENGLAND SECURITIES CORP /MA/

2.10K

Dec 31, 14

+270

0.00%

UBS AG

631.65K

Sep 30, 14

+87.04K

0.40%

1919 Investment Counsel, LLC

691

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-3.59K

Compass Efficient Model Portfolios, LLC

398

Dec 31, 13

-1.28K

0.00%

STIFEL NICOLAUS & CO INC \MO\

190.82K

Sep 30, 13

-15.84K

0.12%

KNIGHT CAPITAL GROUP LLC

44.05K

Jun 30, 13

+44.05K

0.03%

First Allied Securities, Inc.

4.90K

Jun 30, 12

+3.00K

0.00%

MERRIMAN, LLC

96.03K

Sep 30, 11

-932

0.06%

RBC Private Counsel (USA) Inc.

Sep 30, 09

+35

0.00%

RBC Phillips, Hager & North Investment Counsel Inc.

Sep 30, 09

-35