Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HighTower Advisors, LLC | 1.62M | Jun 30, 26 | -304.88K | 9.49% |
| UBS Group AG | 1.37M | Jun 30, 26 | +10.43K | 8.04% |
| MORGAN STANLEY | 1.19M | Jun 30, 26 | -323.59K | 6.93% |
| RAYMOND JAMES FINANCIAL INC | 508.25K | Jun 30, 26 | -60.90K | 2.97% |
| LPL Financial LLC | 474.11K | Jun 30, 26 | +28.67K | 2.77% |
| MEANS INVESTMENT CO., INC. | 407.20K | Jun 30, 26 | -25.20K | 2.38% |
| Aptus Capital Advisors, LLC | 243.19K | Jun 30, 26 | +21.04K | 1.42% |
| Cetera Investment Advisers | 242.80K | Jun 30, 26 | +2.04K | 1.42% |
| Sunburst Financial Group, LLC | 241.69K | Jun 30, 26 | +21.04K | 1.41% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 213.79K | Jun 30, 26 | +27.38K | 1.25% |
| WELLS FARGO & COMPANY/MN | 203.54K | Jun 30, 26 | -7.92K | 1.19% |
| Stratos Wealth Partners, LTD. | 203.53K | Jun 30, 26 | +15.55K | 1.19% |
| Steele Capital Management, Inc. | 193.31K | Jun 30, 26 | +1.77K | 1.13% |
| Matrix Trust Co | 191.56K | Jun 30, 26 | +1.77K | 1.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 183.05K | Jun 30, 26 | +7.40K | 1.07% |
| Northwest Wealth Advisors, LLC | 163.32K | Jun 30, 26 | +20.20K | 0.96% |
| AMERIPRISE FINANCIAL INC | 153.51K | Jun 30, 26 | +4.20K | 0.90% |
| Fortitude Financial, LLC | 149.90K | Jun 30, 26 | -32.64K | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 147.94K | Jun 30, 26 | +28.54K | 0.87% |
| MML INVESTORS SERVICES, LLC | 119.63K | Jun 30, 26 | +21.48K | 0.70% |
| Kestra Advisory Services, LLC | 117.55K | Jun 30, 26 | +476 | 0.69% |
| BANK OF AMERICA CORP /DE/ | 109.01K | Jun 30, 26 | -4.34K | 0.64% |
| Cambridge Investment Research Advisors, Inc. | 101.46K | Jun 30, 26 | +5.96K | 0.59% |
| ROYAL BANK OF CANADA | 97.21K | Jun 30, 26 | -7.26K | 0.57% |
| Farther Finance Advisors, LLC | 86.44K | Jun 30, 26 | -27.83K | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 81.96K | Jun 30, 26 | +860 | 0.48% |
| STIFEL FINANCIAL CORP | 73.52K | Jun 30, 26 | +875 | 0.43% |
| Carnegie Capital Asset Management, LLC | 68.57K | Jun 30, 26 | +8.24K | 0.40% |
| PACIFIC FINANCIAL GROUP INC | 65.81K | Jun 30, 26 | -918 | 0.38% |
| YARGER WEALTH STRATEGIES, LLC | 64.82K | Jun 30, 26 | -232 | 0.38% |
| Bedel Financial Consulting, Inc. | 63.71K | Jun 30, 26 | +4.06K | 0.37% |
| Gladstone Institutional Advisory LLC | 60.13K | Jun 30, 26 | -3.29K | 0.35% |
| MERCER GLOBAL ADVISORS INC /ADV | 55.61K | Jun 30, 26 | +3.73K | 0.33% |
| Summit Financial, LLC | 53.77K | Jun 30, 26 | +4.41K | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43.76K | Jun 30, 26 | -511 | 0.26% |
| Equitable Holdings, Inc. | 41.53K | Jun 30, 26 | +510 | 0.24% |
| Goldstein Advisors, LLC | 38.43K | Jun 30, 26 | +640 | 0.22% |
| Brand Asset Management Group, Inc. | 34.97K | Jun 30, 26 | -731 | 0.20% |
| United Advisor Group, LLC | 32.31K | Jun 30, 26 | +1.57K | 0.19% |
| JANE STREET GROUP, LLC | 30.40K | Jun 30, 26 | +27.30K | 0.18% |
| Sowell Financial Services LLC | 30.30K | Jun 30, 26 | -5.68K | 0.18% |
| JPMORGAN CHASE & CO | 30.19K | Jun 30, 26 | +2.15K | 0.18% |
| Merit Financial Group, LLC | 29.16K | Jun 30, 26 | +1.39K | 0.17% |
| TRUIST FINANCIAL CORP | 26.83K | Jun 30, 26 | -338 | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 26.40K | Jun 30, 26 | +6.96K | 0.15% |
| Ameritas Investment Partners, Inc. | 25.67K | Jun 30, 26 | +12.20K | 0.15% |
| Cerity Partners LLC | 23.77K | Jun 30, 26 | -1.21K | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.41K | Jun 30, 26 | -151 | 0.13% |
| HARBOUR INVESTMENTS, INC. | 21.49K | Jun 30, 26 | +17.14K | 0.13% |
| Pitti Group Wealth Management, LLC | 17.88K | Jun 30, 26 | +202 | 0.10% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17.20K | Jun 30, 26 | -- | 0.10% |
| FMR LLC | 16.74K | Jun 30, 26 | +925 | 0.10% |
| J.W. COLE ADVISORS, INC. | 13.52K | Jun 30, 26 | +13.52K | 0.08% |
| VestGen Advisors, LLC | 13.22K | Jun 30, 26 | -1.31K | 0.08% |
| Bleakley Financial Group, LLC | 12.38K | Jun 30, 26 | -1.03K | 0.07% |
| Rede Wealth, LLC | 12.05K | Jun 30, 26 | -3.65K | 0.07% |
| Advisory Services Network, LLC | 11.62K | Jun 30, 26 | +19 | 0.07% |
| Apella Capital, LLC | 11.53K | Jun 30, 26 | -- | 0.07% |
| S.A. Mason LLC | 11.26K | Jun 30, 26 | -235 | 0.07% |
| Liberty Capital Management, Inc. | 10.20K | Jun 30, 26 | +10.20K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.78K | Jun 30, 26 | -156 | 0.06% |
| Janney Montgomery Scott LLC | 9.69K | Jun 30, 26 | -45 | 0.06% |
| Financial Perspectives, Inc | 9.64K | Jun 30, 26 | +1.05K | 0.06% |
| Summit Asset Management, LLC | 9.55K | Jun 30, 26 | -- | 0.06% |
| Opulen Financial Group LLC | 9.21K | Jun 30, 26 | -8 | 0.05% |
| Geneos Wealth Management Inc. | 8.94K | Jun 30, 26 | -- | 0.05% |
| FLAGSTAR ADVISORS INC. | 8.64K | Jun 30, 26 | -153 | 0.05% |
| Proactive Wealth Strategies LLC | 8.30K | Jun 30, 26 | -307 | 0.05% |
| Diversify Advisory Services, LLC | 8.16K | Jun 30, 26 | +8.16K | 0.05% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.16K | Jun 30, 26 | -352 | 0.05% |
| TRUEFG, LLC | 8.12K | Jun 30, 26 | -448 | 0.05% |
| Miracle Mile Advisors, LLC | 8.07K | Jun 30, 26 | -716 | 0.05% |
| Hilltop Holdings Inc. | 7.95K | Jun 30, 26 | -- | 0.05% |
| JIM SAULNIER & ASSOCIATES, LLC | 7.88K | Jun 30, 26 | -8.83K | 0.05% |
| Apollon Wealth Management, LLC | 7.73K | Jun 30, 26 | -- | 0.05% |
| RITHOLTZ WEALTH MANAGEMENT | 7.64K | Jun 30, 26 | -1.59K | 0.04% |
| Triad Wealth Partners, LLC | 7.63K | Jun 30, 26 | -- | 0.04% |
| SNS Financial Group, LLC | 7.54K | Jun 30, 26 | +7.54K | 0.04% |
| Three Seasons Wealth, LLC | 6.78K | Jun 30, 26 | -394 | 0.04% |
| LAWOOD & CO | 6.74K | Jun 30, 26 | -- | 0.04% |
| GWN SECURITIES INC. | 6.68K | Jun 30, 26 | +103 | 0.04% |
| Haverford Trust Co | 6.60K | Jun 30, 26 | -- | 0.04% |
| Mutual Advisors, LLC | 6.54K | Jun 30, 26 | +42 | 0.04% |
| Creative Planning | 6.53K | Jun 30, 26 | +2.35K | 0.04% |
| Integrated Wealth Concepts LLC | 6.46K | Jun 30, 26 | -6 | 0.04% |
| CI Private Wealth, LLC | 6.25K | Jun 30, 26 | -124 | 0.04% |
| Global Retirement Partners, LLC | 6.21K | Jun 30, 26 | +6.21K | 0.04% |
| IHT Wealth Management, LLC | 5.90K | Jun 30, 26 | +248 | 0.03% |
| Financial Futures Ltd Liability Co. | 5.48K | Jun 30, 26 | -- | 0.03% |
| Mariner, LLC | 5.44K | Jun 30, 26 | -101 | 0.03% |
| CIBC Bancorp USA Inc. | 5.39K | Jun 30, 26 | -- | 0.03% |
| Kaydan Wealth Management, Inc. | 5.39K | Jun 30, 26 | -- | 0.03% |
| PFG Investments, LLC | 5.36K | Jun 30, 26 | -- | 0.03% |
| Hoxton Planning & Management, LLC | 5.31K | Jun 30, 26 | -278 | 0.03% |
| IFP Advisors, Inc | 5.22K | Jun 30, 26 | +127 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 5.11K | Jun 30, 26 | +5.11K | 0.03% |
| Vise Technologies, Inc. | 5.10K | Jun 30, 26 | +126 | 0.03% |
| NewEdge Advisors, LLC | 5.10K | Jun 30, 26 | +11 | 0.03% |
| American Trust | 4.93K | Jun 30, 26 | -- | 0.03% |
| NFP Retirement, Inc. | 4.80K | Jun 30, 26 | -- | 0.03% |
| Private Advisor Group, LLC | 4.79K | Jun 30, 26 | +1.60K | 0.03% |
| Marshall Financial Group LLC | 4.76K | Jun 30, 26 | -49 | 0.03% |
| Mullaney, Keating & Wright, Inc. | 4.71K | Jun 30, 26 | +899 | 0.03% |
| Steward Partners Investment Advisory, LLC | 4.38K | Jun 30, 26 | +81 | 0.03% |
| Procyon Advisors, LLC | 4.25K | Jun 30, 26 | -41 | 0.02% |
| CITIGROUP INC | 4.23K | Jun 30, 26 | +98 | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 4.14K | Jun 30, 26 | +4.14K | 0.02% |
| Glenview Trust Co | 3.89K | Jun 30, 26 | -- | 0.02% |
| SUMMIT WEALTH GROUP LLC / CO | 3.83K | Jun 30, 26 | -- | 0.02% |
| Wealth Management Associates, Inc. | 3.82K | Jun 30, 26 | -- | 0.02% |
| XML Financial, LLC | 3.74K | Jun 30, 26 | -- | 0.02% |
| STEINBERGANNA WEALTH MANAGEMENT | 3.71K | Jun 30, 26 | -246 | 0.02% |
| Robertson Stephens Wealth Management, LLC | 3.56K | Jun 30, 26 | -- | 0.02% |
| Schneider Downs Wealth Management Advisors, LP | 3.55K | Jun 30, 26 | -- | 0.02% |
| Clearwater Capital Advisors, LLC | 3.45K | Jun 30, 26 | -- | 0.02% |
| Allegheny Financial Group LTD | 3.41K | Jun 30, 26 | +9 | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 3.38K | Jun 30, 26 | +233 | 0.02% |
| FIFTH THIRD BANCORP | 3.36K | Jun 30, 26 | -3.25K | 0.02% |
| BYRNE FINANCIAL FREEDOM, LLC | 3.35K | Jun 30, 26 | +3.35K | 0.02% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 3.29K | Jun 30, 26 | -108 | 0.02% |
| BARRETT & COMPANY, INC. | 3.26K | Jun 30, 26 | +10 | 0.02% |
| M&T BANK CORP | 3.24K | Jun 30, 26 | -- | 0.02% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.23K | Jun 30, 26 | -2.25K | 0.02% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.09K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 3.01K | Jun 30, 26 | +1.35K | 0.02% |
| Ellevest, Inc. | 2.75K | Jun 30, 26 | +143 | 0.02% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.68K | Jun 30, 26 | +1 | 0.02% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 2.67K | Jun 30, 26 | +2 | 0.02% |
| Evernest Financial Advisors, LLC | 2.65K | Jun 30, 26 | -- | 0.02% |
| Valmark Advisers, Inc. | 2.63K | Jun 30, 26 | +131 | 0.02% |
| XTX Topco Ltd | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Venture Visionary Partners LLC | 2.48K | Jun 30, 26 | -119 | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| Colony Group, LLC | 2.34K | Jun 30, 26 | -1.13K | 0.01% |
| Capital Square, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2.27K | Jun 30, 26 | +2.27K | 0.01% |
| WEDBUSH SECURITIES INC | 2.22K | Jun 30, 26 | +2.22K | 0.01% |
| Savant Capital, LLC | 2.22K | Jun 30, 26 | -292 | 0.01% |
| Fingerlakes Wealth Management, Inc. | 2.19K | Jun 30, 26 | +2.19K | 0.01% |
| Kapstone Financial Advisors LLC | 2.14K | Jun 30, 26 | +2.14K | 0.01% |
| Advisors Capital Management, LLC | 2.12K | Jun 30, 26 | +2.12K | 0.01% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1.96K | Jun 30, 26 | -429 | 0.01% |
| Cape Investment Advisory, Inc. | 1.79K | Jun 30, 26 | +1.79K | 0.01% |
| SIGNATUREFD, LLC | 1.75K | Jun 30, 26 | +15 | 0.01% |
| Keating Financial Advisory Services, Inc. | 1.74K | Jun 30, 26 | -- | 0.01% |
| HOWE & RUSLING INC | 1.74K | Jun 30, 26 | -- | 0.01% |
| Plante Moran Financial Advisors, LLC | 1.68K | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 1.63K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 1.61K | Jun 30, 26 | +3 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.45K | Jun 30, 26 | -- | 0.01% |
| EPG Wealth Management LLC | 1.43K | Jun 30, 26 | -- | 0.01% |
| Addison Advisors LLC | 1.19K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 1.17K | Jun 30, 26 | -- | 0.01% |
| Greykasell Wealth Strategies, Inc. | 1.15K | Jun 30, 26 | +4 | 0.01% |
| Archer Investment Corp | 1.00K | Jun 30, 26 | +115 | 0.01% |
| HUNTINGTON NATIONAL BANK | 1.00K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 995 | Jun 30, 26 | +10 | 0.01% |
| Silicon Valley Capital Partners | 971 | Jun 30, 26 | +3 | 0.01% |
| HighMark Wealth Management LLC | 928 | Jun 30, 26 | -183 | 0.01% |
| WEBSTER BANK, N. A. | 821 | Jun 30, 26 | +821 | 0.00% |
| Private Wealth Asset Management, LLC | 795 | Jun 30, 26 | -450 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 677 | Jun 30, 26 | +1 | 0.00% |
| Capital Investment Advisory Services, LLC | 653 | Jun 30, 26 | +155 | 0.00% |
| Avion Wealth | 643 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 628 | Jun 30, 26 | -169 | 0.00% |
| one8zero8, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 562 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 543 | Jun 30, 26 | +543 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 520 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 520 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 515 | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 490 | Jun 30, 26 | +1 | 0.00% |
| Morton Brown Family Wealth, LLC | 489 | Jun 30, 26 | +1 | 0.00% |
| Capital Analysts, LLC | 486 | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | 452 | Jun 30, 26 | -15 | 0.00% |
| Allworth Financial LP | 439 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 435 | Jun 30, 26 | -2.19K | 0.00% |
| BANK OF MONTREAL /CAN/ | 426 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 420 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 413 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 407 | Jun 30, 26 | +407 | 0.00% |
| BLAIR WILLIAM & CO/IL | 390 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 356 | Jun 30, 26 | -200 | 0.00% |
| Financial Gravity Companies, Inc. | 328 | Jun 30, 26 | +328 | 0.00% |
| Institute for Wealth Management, LLC. | 284 | Jun 30, 26 | +284 | 0.00% |
| IFG Advisory, LLC | 264 | Jun 30, 26 | +264 | 0.00% |
| SYM FINANCIAL Corp | 228 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 228 | Jun 30, 26 | -11 | 0.00% |
| Integrity Financial Corp /WA | 220 | Jun 30, 26 | -- | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 184 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 184 | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 179 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 122 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 68 | Jun 30, 26 | -- | 0.00% |
| GGM Financials LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Asset Dedication, LLC | 42 | Jun 30, 26 | -- | 0.00% |
| Decker Retirement Planning Inc. | 17 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 10 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| Russell Investments Group, Ltd. | 7 | Jun 30, 26 | -380 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | -- | Jun 30, 26 | -4.52K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.61K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -320 | -- |
| Wealth Preservation Advisors, LLC | -- | Jun 30, 26 | -712 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.85K | -- |
| STEPH & CO | -- | Jun 30, 26 | -209 | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -1.28M | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -4.84K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -4.84K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -5.63K | -- |
| Bullock Wealth Management Group | -- | Jun 30, 26 | -65 | -- |
| Evolution Wealth Advisors, LLC | -- | Jun 30, 26 | -4.00K | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | -- | Jun 30, 26 | -1.50K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -280 | -- |
| CWM, LLC | 14.75K | Mar 31, 26 | +374 | 0.09% |
| Capital Planning Advisors, LLC | 9.41K | Mar 31, 26 | +877 | 0.06% |
| Financial Gravity Asset Management, Inc. | 328 | Mar 31, 26 | -- | 0.00% |
| Edge Financial Advisors LLC | 10.13K | Dec 31, 25 | +261 | 0.06% |
| COMERICA BANK | 6.41K | Dec 31, 25 | +389 | 0.04% |
| CIBC Private Wealth Group, LLC | 5.39K | Dec 31, 25 | -- | 0.03% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -6 | -- |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -2.88K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 83.25K | Jun 30, 25 | +890 | 0.49% |
| Benchmark Wealth Management, LLC | 55.40K | Jun 30, 25 | +24 | 0.32% |
| Atria Wealth Solutions, Inc. | 8.73K | Jun 30, 25 | -47.01K | 0.05% |
| Good Life Advisors, LLC | 5.08K | Jun 30, 25 | -- | 0.03% |
| Tyler-Stone Wealth Management | 3.53K | Jun 30, 25 | -- | 0.02% |
| Centricity Wealth Management, LLC | 308 | Jun 30, 25 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -18 | -- |
| RAYMOND JAMES & ASSOCIATES | 211.39K | Sep 30, 24 | +5.48K | 1.24% |
| Raymond James Financial Services Advisors, Inc. | 135.13K | Sep 30, 24 | -14.24K | 0.79% |
| Axiom Advisory, LLC | 12.03K | Sep 30, 24 | +220 | 0.07% |
| RAYMOND JAMES TRUST N.A. | 5.16K | Sep 30, 24 | -- | 0.03% |
| Divergent Wealth Advisors | 4.80K | Sep 30, 24 | -- | 0.03% |
| FinTrust Capital Advisors, LLC | 3.10K | Sep 30, 24 | -- | 0.02% |
| Annapolis Financial Services, LLC | 700 | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 227 | Sep 30, 24 | +227 | 0.00% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 56 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 10 | Jun 30, 24 | -1.18K | 0.00% |
| Cetera Advisor Networks LLC | 103.35K | Mar 31, 24 | +933 | 0.60% |
| Cetera Advisors LLC | 52.74K | Mar 31, 24 | +15.78K | 0.31% |
| DFPG INVESTMENTS, LLC | 9.30K | Dec 31, 23 | +593 | 0.05% |
| DB Wealth Management Group, LLC | 9.05K | Dec 31, 23 | +390 | 0.05% |
| BEDEL FINANCIAL CONSULTING INC | 17.23K | Sep 30, 23 | +17.23K | 0.10% |
| Windsor Group LTD | 4.57K | Sep 30, 23 | -- | 0.03% |
| Column Capital Advisors, LLC | 1.26K | Sep 30, 23 | -- | 0.01% |
| Ten Capital Wealth Advisors, LLC | 22.72K | Jun 30, 23 | -1.69K | 0.13% |
| Surevest, LLC | 48.89K | Sep 30, 22 | +3.26K | 0.29% |
| Karp Capital Management Corp | 43.25K | Sep 30, 22 | -1.11K | 0.25% |
| ACG Wealth | 5.00K | Sep 30, 22 | -- | 0.03% |
| American Portfolios Advisors | 3.82K | Sep 30, 22 | +3.82K | 0.02% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -433 | -- |
| Carroll Financial Associates, Inc. | 1.86K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -3.10K | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -440 | -- |
| Winslow, Evans & Crocker, Inc. | 307 | Dec 31, 20 | +20 | 0.00% |
| First Allied Advisory Services, Inc. | 4.33K | Sep 30, 20 | -155 | 0.03% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -421 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 30.45K | Dec 31, 19 | +9.14K | 0.18% |
| Advisor Group, Inc. | 8.13K | Dec 31, 19 | -375 | 0.05% |
| SUNTRUST BANKS INC | 4.04K | Sep 30, 19 | -96 | 0.02% |
| BB&T SECURITIES, LLC | 3.96K | Sep 30, 19 | -915 | 0.02% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25 | Sep 30, 19 | -- | 0.00% |
| NEXT Financial Holdings | 23 | Mar 31, 19 | +23 | 0.00% |
| COMERICA SECURITIES INC | 5.56K | Dec 31, 18 | -- | 0.03% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -2.48K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -8.73K | -- |
| ROBERTSON STEPHENS ADVISORS LLC | 2.85K | Sep 30, 17 | -171 | 0.02% |
| Threshold Group LLC | 2.56K | Sep 30, 17 | -44 | 0.01% |
| Commonwealth Equity Services, Inc | 125.50K | Jun 30, 17 | +7.63K | 0.73% |
| LBA Wealth Management, LLC | 103 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 19.37K | Dec 31, 16 | -325 | 0.11% |
| Investors Capital Advisory Services | 2.58K | Jun 30, 16 | +860 | 0.02% |
| ATHERTON LANE ADVISERS, LLC | 2.60K | Dec 31, 15 | -- | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | 4.92K | Jun 30, 15 | +845 | 0.03% |
| STANCORP INVESTMENT ADVISERS INC | 157 | Mar 31, 15 | -- | 0.00% |
| Stone Toro Investment Advisers, LP | -- | Mar 31, 15 | -- | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.48K | Dec 31, 14 | -670 | 0.01% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -3.03K | -- |
| UBS AG | 113.87K | Sep 30, 14 | +16.58K | 0.67% |
| Strategic Capital Group LLC | 1.22K | Jun 30, 14 | +1.22K | 0.01% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -1.94K | -- |
| First Allied Securities, Inc. | 675 | Jun 30, 12 | -- | 0.00% |
| RBC Dominion Securities Inc. | 200 | Dec 31, 08 | -- | 0.00% |