iShares Core S&P Total U.S. Stock Market ETF(ITOT)

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iShares Core S&P Total U.S. Stock Market ETF(ITOT)

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ITOT(ITOT)

ITOT

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Holder

Date

Change

% Held

BlackRock, Inc.

79.92M

Mar 31, 26

+9.21M

14.03%

WELLS FARGO & COMPANY/MN

65.97M

Mar 31, 26

+2.06M

11.58%

Wealthfront Advisers LLC

14.37M

Mar 31, 26

+2.76M

2.52%

ALLIANCEBERNSTEIN L.P.

10.65M

Mar 31, 26

+676.32K

1.87%

Betterment LLC

10.62M

Mar 31, 26

-62.93K

1.86%

MORGAN STANLEY

10.20M

Mar 31, 26

-696.68K

1.79%

Colony Group, LLC

6.69M

Mar 31, 26

+535.66K

1.17%

BANK OF AMERICA CORP /DE/

6.62M

Mar 31, 26

+201.14K

1.16%

LPL Financial LLC

5.93M

Mar 31, 26

-394.79K

1.04%

Buckingham Strategic Partners

5.42M

Mar 31, 26

+372.80K

0.95%

ALLSTATE CORP

5.35M

Mar 31, 26

+4.10M

0.94%

ENVESTNET ASSET MANAGEMENT INC

4.23M

Mar 31, 26

+611.35K

0.74%

SigFig Wealth Management, LLC

4.04M

Mar 31, 26

+404.12K

0.71%

Ronald Blue Trust, Inc.

3.87M

Mar 31, 26

-31.49K

0.68%

Auto-Owners Insurance Co

3.60M

Mar 31, 26

0.63%

Ballentine Partners, LLC

3.19M

Mar 31, 26

-48.56K

0.56%

Cartesian Growth Corp

2.90M

Mar 31, 26

+148.48K

0.51%

Norinchukin Bank, The

2.25M

Mar 31, 26

0.39%

Single Point Partners, LLC

2.23M

Mar 31, 26

+2.16M

0.39%

Creative Planning

2.05M

Mar 31, 26

-35.36K

0.36%

Allworth Financial LP

1.95M

Mar 31, 26

-37.59K

0.34%

RAYMOND JAMES FINANCIAL INC

1.95M

Mar 31, 26

-115.66K

0.34%

AMERIPRISE FINANCIAL INC

1.92M

Mar 31, 26

-151.13K

0.34%

Cerity Partners LLC

1.86M

Mar 31, 26

-97.99K

0.33%

SENTINEL TRUST CO LBA

1.80M

Mar 31, 26

+29.11K

0.32%

JPMORGAN CHASE & CO

1.75M

Mar 31, 26

+200.29K

0.31%

Lido Advisors, LLC

1.71M

Mar 31, 26

-76.60K

0.30%

STIFEL FINANCIAL CORP

1.68M

Mar 31, 26

+186.84K

0.30%

Prime Capital Investment Advisors, LLC

1.62M

Mar 31, 26

+68.71K

0.28%

Evensky & Katz LLC

1.58M

Mar 31, 26

+92.61K

0.28%

CAPTRUST FINANCIAL ADVISORS

1.52M

Mar 31, 26

+12.74K

0.27%

Provenance Wealth Advisors, LLC

1.51M

Mar 31, 26

-96.48K

0.27%

ADVISOR GROUP HOLDINGS, INC.

1.48M

Mar 31, 26

-77.37K

0.26%

CISCO SYSTEMS, INC.

1.37M

Mar 31, 26

-50.00K

0.24%

Disciplina Capital Management LLC

1.34M

Mar 31, 26

+188.81K

0.24%

TD Capital Management LLC

1.34M

Mar 31, 26

-16.13K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

1.29M

Mar 31, 26

+88.69K

0.23%

LJI Wealth Management, LLC

1.22M

Mar 31, 26

+12.64K

0.21%

Zhang Financial LLC

1.18M

Mar 31, 26

+130.07K

0.21%

ROYAL BANK OF CANADA

1.15M

Mar 31, 26

+23.93K

0.20%

Parallel Advisors, LLC

1.14M

Mar 31, 26

-1.21M

0.20%

Ohio National Investments, Inc.

1.11M

Mar 31, 26

+500.00K

0.19%

Tanager Wealth Management LLP

1.11M

Mar 31, 26

+109.34K

0.19%

Mariner, LLC

1.10M

Mar 31, 26

-43.14K

0.19%

Mesirow Financial Investment Management, Inc.

1.05M

Mar 31, 26

+315.18K

0.19%

FMR LLC

1.05M

Mar 31, 26

+60.67K

0.18%

Fundamentum, LLC

1.03M

Mar 31, 26

+4.74K

0.18%

UBS Group AG

1.02M

Mar 31, 26

-20.74K

0.18%

HB Wealth Management, LLC

1.00M

Mar 31, 26

-18.38K

0.18%

Claar Advisors LLC

994.82K

Mar 31, 26

+224

0.17%

JONES FINANCIAL COMPANIES LLLP

990.40K

Mar 31, 26

+253.27K

0.17%

Winthrop Advisory Group LLC

968.32K

Mar 31, 26

+50.00K

0.17%

Wick Capital Partners, LLC

929.65K

Mar 31, 26

+51.77K

0.16%

HighTower Advisors, LLC

918.55K

Mar 31, 26

-11.62K

0.16%

MERCER GLOBAL ADVISORS INC /ADV

831.68K

Mar 31, 26

+5.36K

0.15%

Rock Creek Group, LP

827.51K

Mar 31, 26

-46.55K

0.15%

Cetera Investment Advisers

803.43K

Mar 31, 26

+2.44K

0.14%

Facet Wealth, Inc.

786.11K

Mar 31, 26

+153.52K

0.14%

Goldstein Advisors, LLC

772.85K

Mar 31, 26

+136.19K

0.14%

True Link Financial Advisors, LLC

742.66K

Mar 31, 26

-33.74K

0.13%

Geneos Wealth Management Inc.

731.38K

Mar 31, 26

+368.51K

0.13%

Ancora Advisors, LLC

704.57K

Mar 31, 26

+33.28K

0.12%

Jaffetilchin Investment Partners, LLC

671.63K

Mar 31, 26

-66.73K

0.12%

Cambridge Investment Research Advisors, Inc.

656.71K

Mar 31, 26

-8.92K

0.12%

Ullmann Wealth Partners Group, LLC

620.35K

Mar 31, 26

-13.20K

0.11%

Johnson Bixby & Associates, LLC

587.00K

Mar 31, 26

-102.58K

0.10%

BLAIR WILLIAM & CO/IL

577.50K

Mar 31, 26

+36.70K

0.10%

CI Private Wealth, LLC

532.58K

Mar 31, 26

+62.20K

0.09%

Rockefeller Capital Management L.P.

514.61K

Mar 31, 26

+89.17K

0.09%

Brinker Capital Investments, LLC

507.62K

Mar 31, 26

-68.83K

0.09%

CWM, LLC

489.75K

Mar 31, 26

-45.88K

0.09%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

484.52K

Mar 31, 26

+18.19K

0.09%

Aviso Financial Inc.

465.58K

Mar 31, 26

+66.04K

0.08%

Friday Financial

464.60K

Mar 31, 26

+19.92K

0.08%

Cresset Asset Management, LLC

458.39K

Mar 31, 26

+7.70K

0.08%

CORRECT CAPITAL WEALTH MANAGEMENT

454.95K

Mar 31, 26

+416.18K

0.08%

MML INVESTORS SERVICES, LLC

451.48K

Mar 31, 26

-59.89K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

443.64K

Mar 31, 26

+6.83K

0.08%

SIMON QUICK ADVISORS, LLC

439.71K

Mar 31, 26

-4.14K

0.08%

Elm Partners Management LLC

431.44K

Mar 31, 26

+27.17K

0.08%

Brady Martz Wealth Solutions, LLC

416.00K

Mar 31, 26

+11.92K

0.07%

Kestra Advisory Services, LLC

414.26K

Mar 31, 26

+53.60K

0.07%

GOLDMAN SACHS GROUP INC

412.88K

Mar 31, 26

+195.01K

0.07%

MISSION WEALTH MANAGEMENT, LP

395.55K

Mar 31, 26

+56.44K

0.07%

Clark Capital Management Group, Inc.

390.48K

Mar 31, 26

-12.52K

0.07%

REGATTA CAPITAL GROUP, LLC

389.49K

Mar 31, 26

+11.69K

0.07%

GM Advisory Group, Inc.

377.78K

Mar 31, 26

+37.60K

0.07%

NORTHWEST WEALTH MANAGEMENT, LLC

377.53K

Mar 31, 26

+33.70K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

365.96K

Mar 31, 26

+6.52K

0.06%

jvl associates llc

357.63K

Mar 31, 26

-102.63K

0.06%

Strategic Point Investment Advisors, LLC

353.23K

Mar 31, 26

-2.04K

0.06%

BLB&B Advisors, LLC

350.35K

Mar 31, 26

+16.69K

0.06%

Savant Capital, LLC

345.20K

Mar 31, 26

+101.52K

0.06%

Smallwood Wealth Investment Management, LLC

342.52K

Mar 31, 26

-3.24K

0.06%

FORVIS Wealth Advisors, LLC

338.55K

Mar 31, 26

-5.95K

0.06%

AQR CAPITAL MANAGEMENT LLC

334.05K

Mar 31, 26

+16.29K

0.06%

Beacon Pointe Advisors, LLC

331.76K

Mar 31, 26

+162.82K

0.06%

Pure Financial Advisors, LLC

330.81K

Mar 31, 26

+4.33K

0.06%

Eldridge Investment Advisors, Inc.

328.10K

Mar 31, 26

-4.53K

0.06%

NICOLET BANKSHARES INC

322.44K

Mar 31, 26

+322.44K

0.06%

Adventist Health System/ West

321.15K

Mar 31, 26

0.06%

Truepoint, Inc.

320.66K

Mar 31, 26

-4.14K

0.06%

Kondo Wealth Advisors, Inc.

317.67K

Mar 31, 26

+5.91K

0.06%

Nearwater Capital Markets, Ltd

310.00K

Mar 31, 26

+310.00K

0.05%

Quantinno Capital Management LP

307.42K

Mar 31, 26

+18.48K

0.05%

FAMILY WEALTH PARTNERS, LLC

306.12K

Mar 31, 26

+41.66K

0.05%

Wright Fund Management, LLC

306.12K

Mar 31, 26

+306.12K

0.05%

Private Advisor Group, LLC

304.08K

Mar 31, 26

+44.38K

0.05%

JGP Wealth Management, LLC

297.41K

Mar 31, 26

+11.83K

0.05%

Ironsides Asset Advisors, LLC

288.88K

Mar 31, 26

+403

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

288.16K

Mar 31, 26

-171.38K

0.05%

Procyon Advisors, LLC

287.94K

Mar 31, 26

-30.33K

0.05%

HighPoint Advisor Group LLC

285.93K

Mar 31, 26

-137

0.05%

Capital Analysts, LLC

285.74K

Mar 31, 26

-48.00K

0.05%

Financial Designs Corp

284.25K

Mar 31, 26

+1.09K

0.05%

TRUIST FINANCIAL CORP

276.24K

Mar 31, 26

-203.66K

0.05%

Caprock Group, LLC

264.47K

Mar 31, 26

-3.74K

0.05%

Reliant Wealth Planning

255.73K

Mar 31, 26

-6.75K

0.04%

Klaas Financial Asset Advisors, LLC

252.92K

Mar 31, 26

-981.53K

0.04%

Allen Investment Management LLC

245.61K

Mar 31, 26

-243.49K

0.04%

Advisory Services Network, LLC

239.32K

Mar 31, 26

+6.29K

0.04%

Independent Order of Foresters

233.51K

Mar 31, 26

-439.23K

0.04%

Valmark Advisers, Inc.

232.53K

Mar 31, 26

-2.75K

0.04%

Squire Investment Management Company, LLC

232.20K

Mar 31, 26

+16.82K

0.04%

Planned Solutions, Inc.

227.91K

Mar 31, 26

+11.53K

0.04%

Alaska Permanent Capital Management

226.37K

Mar 31, 26

-3.21K

0.04%

TRUE Private Wealth Advisors

223.53K

Mar 31, 26

-3.26K

0.04%

Miracle Mile Advisors, LLC

221.09K

Mar 31, 26

-3.57K

0.04%

Trevian Wealth Management LLC

220.25K

Mar 31, 26

+11.78K

0.04%

Integrated Wealth Concepts LLC

220.15K

Mar 31, 26

+23.93K

0.04%

Capstone Financial Advisors, Inc.

218.19K

Mar 31, 26

+3.99K

0.04%

NewEdge Advisors, LLC

216.72K

Mar 31, 26

+20.29K

0.04%

Delap Wealth Advisory, LLC

216.30K

Mar 31, 26

+5.99K

0.04%

Bank of New York Mellon Corp

215.66K

Mar 31, 26

+33.65K

0.04%

Sendero Wealth Management, LLC

214.69K

Mar 31, 26

+488

0.04%

CIGNA INVESTMENTS INC /NEW

209.89K

Mar 31, 26

+7.47K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

208.94K

Mar 31, 26

+63

0.04%

W.G. Shaheen & Associates DBA Whitney & Co

208.36K

Mar 31, 26

-155

0.04%

Summit Financial, LLC

205.02K

Mar 31, 26

+49.61K

0.04%

MJT & Associates Financial Advisory Group, Inc.

202.07K

Mar 31, 26

+16.30K

0.04%

Vident Advisory, LLC

200.64K

Mar 31, 26

+18.49K

0.04%

SWEENEY & MICHEL, LLC

198.41K

Mar 31, 26

+2.72K

0.03%

Equitable Holdings, Inc.

195.92K

Mar 31, 26

-26.75K

0.03%

MACQUARIE MANAGEMENT HOLDINGS, INC.

192.04K

Mar 31, 26

-2

0.03%

MontVue Capital Management, Inc.

191.84K

Mar 31, 26

+1.95K

0.03%

NWAM LLC

187.35K

Mar 31, 26

+31.30K

0.03%

Canvas Wealth Advisors, LLC

185.22K

Mar 31, 26

+12.03K

0.03%

NORTHERN TRUST CORP

182.92K

Mar 31, 26

-3.21K

0.03%

DURANTE & WATERS, LLC

182.19K

Mar 31, 26

-1.72K

0.03%

CHERRYDALE WEALTH MANAGEMENT, LLC

180.72K

Mar 31, 26

-4.68K

0.03%

Financial Partners Group, Inc

179.51K

Mar 31, 26

+421

0.03%

TWIN FOCUS CAPITAL PARTNERS, LLC

176.72K

Mar 31, 26

+12.93K

0.03%

Life Planning Partners, Inc

176.51K

Mar 31, 26

-112

0.03%

Rehmann Capital Advisory Group

172.87K

Mar 31, 26

-15.73K

0.03%

Legacy Financial Advisors, Inc.

169.27K

Mar 31, 26

-8.71K

0.03%

PATTON ALBERTSON MILLER GROUP, LLC

169.12K

Mar 31, 26

-12.18K

0.03%

CATALYST PRIVATE WEALTH, LLC

168.80K

Mar 31, 26

+8.71K

0.03%

BRIGHTON JONES LLC

165.93K

Mar 31, 26

+9.32K

0.03%

Baird Financial Group, Inc.

164.37K

Mar 31, 26

-13.31K

0.03%

Bernardo Wealth Planning LLC

164.15K

Mar 31, 26

+1.92K

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

163.82K

Mar 31, 26

-21.88K

0.03%

Plancorp, LLC

161.48K

Mar 31, 26

+24.17K

0.03%

Aletheian Wealth Advisors LLC

161.34K

Mar 31, 26

+161.34K

0.03%

Astoria Strategic Wealth, Inc.

160.98K

Mar 31, 26

-2.39K

0.03%

WEATHERLY ASSET MANAGEMENT L. P.

159.67K

Mar 31, 26

+1.66K

0.03%

Peirce Capital Management, LLC

159.40K

Mar 31, 26

+7.27K

0.03%

PRINCIPAL SECURITIES, INC.

157.68K

Mar 31, 26

-2.19K

0.03%

Resources Investment Advisors, LLC.

155.59K

Mar 31, 26

+37.90K

0.03%

Friedenthal Financial

153.84K

Mar 31, 26

+5.20K

0.03%

FIFTH THIRD BANCORP

152.69K

Mar 31, 26

+139.42K

0.03%

TruNorth Capital Management, LLC

148.90K

Mar 31, 26

-182

0.03%

Vise Technologies, Inc.

145.51K

Mar 31, 26

0.03%

Janney Montgomery Scott LLC

144.06K

Mar 31, 26

+13.44K

0.03%

Stokes Family Office, LLC

142.30K

Mar 31, 26

-23.00K

0.02%

Crestwood Advisors Group LLC

141.73K

Mar 31, 26

-4.52K

0.02%

Koshinski Asset Management, Inc.

141.31K

Mar 31, 26

-3.89K

0.02%

Heck Capital Advisors, LLC

141.04K

Mar 31, 26

-63.74K

0.02%

SAGESPRING WEALTH PARTNERS, LLC

140.44K

Mar 31, 26

+40.55K

0.02%

Cosner Financial Group, LLC

139.44K

Mar 31, 26

-8.10K

0.02%

Gleason Group, Inc.

137.13K

Mar 31, 26

-1.94K

0.02%

SAX WEALTH ADVISORS, LLC

136.65K

Mar 31, 26

-62

0.02%

Farther Finance Advisors, LLC

136.05K

Mar 31, 26

+23.93K

0.02%

Kaufman Rossin Wealth, LLC

133.06K

Mar 31, 26

+8.02K

0.02%

Hickory Point Bank & Trust

132.70K

Mar 31, 26

-2.85K

0.02%

Modern Wealth Management, LLC

132.58K

Mar 31, 26

-9.42K

0.02%

Essex Financial Services, Inc.

132.25K

Mar 31, 26

-561

0.02%

Gotham Asset Management, LLC

130.60K

Mar 31, 26

+1.92K

0.02%

Physician Wealth Advisors, Inc.

128.13K

Mar 31, 26

+1.44K

0.02%

ROMANO BROTHERS AND COMPANY

126.53K

Mar 31, 26

+748

0.02%

BCGM Wealth Management, LLC

125.57K

Mar 31, 26

+13.07K

0.02%

NFP Retirement, Inc.

124.71K

Mar 31, 26

+1.52K

0.02%

BEACON FINANCIAL GROUP

124.40K

Mar 31, 26

+7.32K

0.02%

STEVENS CAPITAL PARTNERS

123.41K

Mar 31, 26

+9.42K

0.02%

Cornell Pochily Investment Advisors, Inc.

121.74K

Mar 31, 26

+12.51K

0.02%

IFP Advisors, Inc

120.21K

Mar 31, 26

-31.12K

0.02%

Steward Partners Investment Advisory, LLC

119.93K

Mar 31, 26

+16.45K

0.02%

MAI Capital Management

119.78K

Mar 31, 26

+19.15K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

119.57K

Mar 31, 26

+1.83K

0.02%

Benchmark Financial Wealth Advisors, LLC

119.55K

Mar 31, 26

-2.72K

0.02%

Oakwell Private Wealth Management, LLC

115.36K

Mar 31, 26

+69

0.02%

Tortoise Investment Management, LLC

115.34K

Mar 31, 26

-3.87K

0.02%

Cynosure Group, LLC

114.27K

Mar 31, 26

-10.33K

0.02%

Empower Advisory Group, LLC

113.01K

Mar 31, 26

+5.36K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

112.95K

Mar 31, 26

+6.71K

0.02%

NWF Advisory Services Inc.

111.29K

Mar 31, 26

+1.89K

0.02%

Brookstone Capital Management

111.02K

Mar 31, 26

-10.81K

0.02%

ELEVATE WEALTH ADVISORY, INC

109.36K

Mar 31, 26

+4.26K

0.02%

Waverly Advisors, LLC

107.96K

Mar 31, 26

+3.84K

0.02%

GREENLEAF TRUST

107.91K

Mar 31, 26

-431

0.02%

Callan Family Office, LLC

106.90K

Mar 31, 26

+3.75K

0.02%

BBR PARTNERS, LLC

105.01K

Mar 31, 26

+33.73K

0.02%

OMNI 360 Wealth, Inc.

104.90K

Mar 31, 26

+7.33K

0.02%

Kaydan Wealth Management, Inc.

103.14K

Mar 31, 26

-99.01K

0.02%

TUDOR INVESTMENT CORP ET AL

102.59K

Mar 31, 26

+23.98K

0.02%

Smithfield Trust Co

102.31K

Mar 31, 26

+179

0.02%

JANE STREET GROUP, LLC

102.31K

Mar 31, 26

-28.86K

0.02%

WBH ADVISORY INC

101.64K

Mar 31, 26

-3.31K

0.02%

Family Management Corp

101.50K

Mar 31, 26

+3.48K

0.02%

Merit Financial Group, LLC

101.26K

Mar 31, 26

-2.69K

0.02%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

100.27K

Mar 31, 26

+2.86K

0.02%

JMAC ENTERPRISES LLC

99.78K

Mar 31, 26

+1.69K

0.02%

Aptus Capital Advisors, LLC

98.29K

Mar 31, 26

-88.67K

0.02%

HMV Wealth Advisors, LLC

97.76K

Mar 31, 26

+9.60K

0.02%

Glenview Trust Co

97.74K

Mar 31, 26

-114

0.02%

Chicago Partners Investment Group LLC

96.60K

Mar 31, 26

+6.54K

0.02%

Kingsview Wealth Management, LLC

95.44K

Mar 31, 26

-7.91K

0.02%

1900 WEALTH MANAGEMENT LLC

95.40K

Mar 31, 26

-11.00K

0.02%

KFA Private Wealth Group, LLC

94.11K

Mar 31, 26

+465

0.02%

Wealthspire Advisors, LLC

94.09K

Mar 31, 26

-1.22K

0.02%

CHOREO, LLC

93.95K

Mar 31, 26

+1.11K

0.02%

Farrow Financial Inc.

92.30K

Mar 31, 26

-1.19K

0.02%

Arkadios Wealth Advisors

92.01K

Mar 31, 26

-4.02K

0.02%

Roger Wittlin Investment Advisory, LLC

91.48K

Mar 31, 26

-2.71K

0.02%

Spectrum Strategic Capital Management, LLC

91.26K

Mar 31, 26

-2.96K

0.02%

Solano Wealth Investment Advisors LLC

90.96K

Mar 31, 26

-568

0.02%

King Wealth

90.28K

Mar 31, 26

-1.65K

0.02%

Endowment Wealth Management, Inc.

88.89K

Mar 31, 26

+4.36K

0.02%

Sanctuary Advisors, LLC

87.19K

Mar 31, 26

+3.19K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

87.17K

Mar 31, 26

+70.16K

0.02%

Ashton Thomas Private Wealth, LLC

86.96K

Mar 31, 26

-1.58K

0.02%

Robertson Stephens Wealth Management, LLC

85.63K

Mar 31, 26

-42.82K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

84.64K

Mar 31, 26

-6.87K

0.01%

FIRST FOUNDATION ADVISORS

84.21K

Mar 31, 26

-7.87K

0.01%

Regent Peak Wealth Advisors LLC

83.44K

Mar 31, 26

-7.79K

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

83.38K

Mar 31, 26

-8.72K

0.01%

Argent Trust Co

82.66K

Mar 31, 26

0.01%

CreativeOne Wealth, LLC

81.58K

Mar 31, 26

+5.87K

0.01%

Level Wealth Management LLC

81.16K

Mar 31, 26

+487

0.01%

Crescent Grove Advisors, LLC

80.82K

Mar 31, 26

-3.10K

0.01%

Clearstead Advisors, LLC

80.61K

Mar 31, 26

+1.19K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

80.38K

Mar 31, 26

-40.23K

0.01%

SATOVSKY ASSET MANAGEMENT LLC

80.16K

Mar 31, 26

-1.25K

0.01%

Sage Mountain Advisors LLC

79.65K

Mar 31, 26

+21.98K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

78.83K

Mar 31, 26

-12.47K

0.01%

Freestone Capital Holdings, LLC

78.42K

Mar 31, 26

-1.60K

0.01%

Private Wealth Asset Management, LLC

76.85K

Mar 31, 26

+1.61K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

76.55K

Mar 31, 26

+6.41K

0.01%

FIFTH THIRD SECURITIES, INC.

76.14K

Mar 31, 26

+1.84K

0.01%

Brooklyn FI, LLC

76.06K

Mar 31, 26

+2.18K

0.01%

Rollins Financial Advisors, LLC

75.94K

Mar 31, 26

-2.11K

0.01%

BAR HARBOR WEALTH MANAGEMENT

75.43K

Mar 31, 26

+11.01K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

75.41K

Mar 31, 26

+2.05K

0.01%

Fulcrum Equity Management

74.71K

Mar 31, 26

-2.98K

0.01%

Sequoia Financial Advisors, LLC

74.45K

Mar 31, 26

+108

0.01%

Stratos Wealth Partners, LTD.

73.20K

Mar 31, 26

-2.27K

0.01%

IEQ CAPITAL, LLC

71.90K

Mar 31, 26

-19

0.01%

PFG Investments, LLC

71.70K

Mar 31, 26

+4.35K

0.01%

FIRST HAWAIIAN BANK

71.64K

Mar 31, 26

0.01%

Kovack Advisors, Inc.

70.84K

Mar 31, 26

-7.59K

0.01%

ETF Portfolio Partners, Inc.

70.77K

Mar 31, 26

+1.47K

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

69.75K

Mar 31, 26

+15.19K

0.01%

Roble, Belko & Company, Inc

68.36K

Mar 31, 26

-642

0.01%

Prasad Wealth Partners, LLC

68.23K

Mar 31, 26

+1.21K

0.01%

JACKSON THORNTON ASSET MANAGEMENT, LLC

67.51K

Mar 31, 26

+43.77K

0.01%

BANK OF MONTREAL /CAN/

66.90K

Mar 31, 26

-6.80K

0.01%

Towercrest Capital Management

65.77K

Mar 31, 26

+1.80K

0.01%

Grove Bank & Trust

65.56K

Mar 31, 26

-297

0.01%

Element Wealth, LLC

64.73K

Mar 31, 26

+2.45K

0.01%

CogentBlue Wealth Advisors, LLC

62.32K

Mar 31, 26

+2.74K

0.01%

Well Done, LLC

62.00K

Mar 31, 26

+1.18K

0.01%

CENTRAL TRUST Co

61.36K

Mar 31, 26

-4.23K

0.01%

SAR WEALTH MANAGEMENT GROUP, LLC

60.51K

Mar 31, 26

-689

0.01%

Investors Research Corp

60.47K

Mar 31, 26

-4.95K

0.01%

Rede Wealth, LLC

60.47K

Mar 31, 26

+2.83K

0.01%

NAPLES GLOBAL ADVISORS, LLC

60.47K

Mar 31, 26

-96

0.01%

DDFG, Inc

60.31K

Mar 31, 26

-924

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

60.22K

Mar 31, 26

-8.49K

0.01%

Turtle Creek Wealth Advisors, LLC

59.59K

Mar 31, 26

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

58.99K

Mar 31, 26

-1.25K

0.01%

Monument Capital Management

58.98K

Mar 31, 26

-609

0.01%

StoneX Group Inc.

58.83K

Mar 31, 26

+6.06K

0.01%

MONEYWISE, INC.

58.69K

Mar 31, 26

-13.20K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

58.18K

Mar 31, 26

-30.32K

0.01%

LYNCH & ASSOCIATES/IN

57.88K

Mar 31, 26

+1.03K

0.01%

BIP Wealth, LLC

57.65K

Mar 31, 26

+4.13K

0.01%

Flagship Private Wealth, LLC

57.13K

Mar 31, 26

+967

0.01%

FORBES J M & CO LLP

56.51K

Mar 31, 26

+395

0.01%

Schwab Charitable Fund

56.01K

Mar 31, 26

-3.29K

0.01%

Hardy Reed LLC

55.98K

Mar 31, 26

+1.12K

0.01%

AI Financial Services LLC

55.89K

Mar 31, 26

-3.78K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

55.72K

Mar 31, 26

+2.76K

0.01%

Summit Trail Advisors, LLC

55.63K

Mar 31, 26

-2.48K

0.01%

Bradley & Co. Private Wealth Management, LLC

54.78K

Mar 31, 26

0.01%

Pathstone Holdings, LLC

54.60K

Mar 31, 26

-5.11K

0.01%

Modera Wealth Management, LLC

53.43K

Mar 31, 26

-1.02K

0.01%

Apella Capital, LLC

52.13K

Mar 31, 26

+8.72K

0.01%

MONECO Advisors, LLC

52.08K

Mar 31, 26

-1.90K

0.01%

Diversified Portfolios, Inc.

51.77K

Mar 31, 26

+7.14K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

51.70K

Mar 31, 26

+1.20K

0.01%

Ironwood Financial, llc

51.35K

Mar 31, 26

+263

0.01%

Avalon Advisory Group

50.79K

Mar 31, 26

-471

0.01%

LVZ, Inc.

50.68K

Mar 31, 26

+3.32K

0.01%

Mosaic Advisors LLC

50.53K

Mar 31, 26

0.01%

Summit Wealth Partners, LLC

50.50K

Mar 31, 26

-2.31K

0.01%

DAVIDSON INVESTMENT ADVISORS

50.27K

Mar 31, 26

-3

0.01%

CIBC WORLD MARKET INC.

49.70K

Mar 31, 26

+42.88K

0.01%

CLARIS ADVISORS, LLC / MO /

49.65K

Mar 31, 26

+394

0.01%

Investment Advisory Group, LLC

49.48K

Mar 31, 26

+6.83K

0.01%

Western Wealth Management, LLC

49.25K

Mar 31, 26

+13.11K

0.01%

DKM Wealth Management, Inc.

49.15K

Mar 31, 26

+578

0.01%

Legacy Private Trust Co.

49.10K

Mar 31, 26

-1.43K

0.01%

Amplius Wealth Advisors, LLC

49.06K

Mar 31, 26

-254

0.01%

GRAND WEALTH MANAGEMENT, LLC

48.76K

Mar 31, 26

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

48.43K

Mar 31, 26

+51

0.01%

Independent Solutions Wealth Management, LLC

47.99K

Mar 31, 26

-1.61K

0.01%

HBK Sorce Advisory LLC

47.77K

Mar 31, 26

-140

0.01%

Foundations Investment Advisors, LLC

47.62K

Mar 31, 26

+2.36K

0.01%

PARK AVENUE SECURITIES LLC

47.59K

Mar 31, 26

+791

0.01%

PENNINGTON PARTNERS & CO., LLC

47.27K

Mar 31, 26

+14.27K

0.01%

Aegis Wealth Management LLC

47.17K

Mar 31, 26

0.01%

Abound Wealth Management

46.61K

Mar 31, 26

+8.69K

0.01%

Sigma Planning Corp

46.37K

Mar 31, 26

-853

0.01%

Wedmont Private Capital

46.34K

Mar 31, 26

-2.01K

0.01%

Hudock, Inc.

46.00K

Mar 31, 26

+2.83K

0.01%

SRS Capital Advisors, Inc.

45.80K

Mar 31, 26

-9.69K

0.01%

Snowden Capital Advisors LLC

45.27K

Mar 31, 26

-6.45K

0.01%

FRANKLIN RESOURCES INC

44.92K

Mar 31, 26

+2.08K

0.01%

First Heartland Consultants, Inc.

44.80K

Mar 31, 26

+224

0.01%

Wealthcare Advisory Partners LLC

44.63K

Mar 31, 26

+16.38K

0.01%

NATIXIS ADVISORS, L.P.

44.62K

Mar 31, 26

+5.42K

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

43.90K

Mar 31, 26

0.01%

Atomi Financial Group, Inc.

43.11K

Mar 31, 26

+20.76K

0.01%

TSFG, LLC

43.06K

Mar 31, 26

-361

0.01%

Matthew Goff Investment Advisor, LLC

43.04K

Mar 31, 26

-2.51K

0.01%

Independent Advisor Alliance

43.00K

Mar 31, 26

+37.03K

0.01%

DOPKINS WEALTH MANAGEMENT, LLC

42.85K

Mar 31, 26

+6.39K

0.01%

SUTTON PLACE INVESTORS LLC

42.77K

Mar 31, 26

-302

0.01%

Capital Planning LLC

42.53K

Mar 31, 26

-1.83K

0.01%

RITHOLTZ WEALTH MANAGEMENT

42.39K

Mar 31, 26

+1.05K

0.01%

JOHNSON INVESTMENT COUNSEL INC

42.31K

Mar 31, 26

-867

0.01%

Sunbelt Securities, Inc.

42.28K

Mar 31, 26

+2.92K

0.01%

Hassell Wealth Management, LLC

42.15K

Mar 31, 26

+116

0.01%

Dakota Wealth Management

41.81K

Mar 31, 26

-989

0.01%

Bleakley Financial Group, LLC

41.65K

Mar 31, 26

+2.41K

0.01%

AlphaCore Capital LLC

41.53K

Mar 31, 26

+4.17K

0.01%

Blueprint Investment Partners LLC

41.40K

Mar 31, 26

+5.87K

0.01%

SHEETS SMITH WEALTH MANAGEMENT

41.36K

Mar 31, 26

-998

0.01%

BANK OF HAWAII

41.27K

Mar 31, 26

-3.79K

0.01%

Blueprint Financial Advisors LLC

41.26K

Mar 31, 26

+4.98K

0.01%

LIBRA WEALTH LLC

41.07K

Mar 31, 26

-485

0.01%

FAS Wealth Partners, Inc.

40.91K

Mar 31, 26

-85

0.01%

GeoWealth Management, LLC

40.61K

Mar 31, 26

-345

0.01%

Fairvoy Private Wealth, LLC

40.34K

Mar 31, 26

-12.64K

0.01%

ASPIRIANT, LLC

40.23K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

40.20K

Mar 31, 26

+1.86K

0.01%

Texas Capital Bank Wealth Management Services Inc

40.09K

Mar 31, 26

0.01%

RIDGECREST WEALTH PARTNERS, LLC

40.06K

Mar 31, 26

-759

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

40.04K

Mar 31, 26

-1.02K

0.01%

GREENWOOD GEARHART INC

39.35K

Mar 31, 26

-12.19K

0.01%

Capital Advisors, Ltd. LLC

39.25K

Mar 31, 26

0.01%

Yukon Wealth Management, Inc.

39.13K

Mar 31, 26

+522

0.01%

MBA Advisors LLC

38.81K

Mar 31, 26

-100

0.01%

Wealth Management Associates, Inc.

38.63K

Mar 31, 26

+200

0.01%

BlackDiamond Wealth Management Inc.

38.41K

Mar 31, 26

-274

0.01%

VestGen Advisors, LLC

38.13K

Mar 31, 26

+575

0.01%

Glen Eagle Advisors, LLC

37.84K

Mar 31, 26

-43

0.01%

Legacy Financial Group LLC

37.41K

Mar 31, 26

+2.00K

0.01%

Soltis Investment Advisors LLC

36.97K

Mar 31, 26

-132

0.01%

MA Private Wealth

36.33K

Mar 31, 26

-7

0.01%

Keystone Financial Group

36.31K

Mar 31, 26

-154

0.01%

Columbus Macro, LLC

36.18K

Mar 31, 26

-2.80K

0.01%

GWN SECURITIES INC.

35.85K

Mar 31, 26

+30

0.01%

Prospera Financial Services Inc

35.43K

Mar 31, 26

-2.60K

0.01%

Allie Family Office LLC

35.33K

Mar 31, 26

+815

0.01%

Envestnet Portfolio Solutions, Inc.

35.28K

Mar 31, 26

+1.32K

0.01%

Vontobel Holding Ltd.

35.16K

Mar 31, 26

-1.84K

0.01%

Concurrent Investment Advisors, LLC

35.14K

Mar 31, 26

+1.74K

0.01%

Pensionmark Financial Group, LLC

35.07K

Mar 31, 26

+518

0.01%

CANANDAIGUA NATIONAL CORP

34.98K

Mar 31, 26

+34.98K

0.01%

CFS Investment Advisory Services, LLC

34.61K

Mar 31, 26

-149

0.01%

Centerline Wealth Advisors, LLC

34.43K

Mar 31, 26

+34.43K

0.01%

US BANCORP \DE\

34.21K

Mar 31, 26

-22.83K

0.01%

Blue Fin Capital, Inc.

34.06K

Mar 31, 26

+4.98K

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

33.96K

Mar 31, 26

+108

0.01%

Hoxton Planning & Management, LLC

33.87K

Mar 31, 26

+292

0.01%

Fonville Wealth Management LLC

33.85K

Mar 31, 26

-319

0.01%

NYL Investors LLC

33.77K

Mar 31, 26

-1.45K

0.01%

DOLIVER ADVISORS, LP

33.63K

Mar 31, 26

-71

0.01%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

33.29K

Mar 31, 26

-425

0.01%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

32.90K

Mar 31, 26

-270

0.01%

LAZARD ASSET MANAGEMENT LLC

32.87K

Mar 31, 26

0.01%

MorganRosel Wealth Management, LLC

32.75K

Mar 31, 26

-29.28K

0.01%

RW Investment Management LLC

32.54K

Mar 31, 26

+32.54K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

32.46K

Mar 31, 26

0.01%

UNIQUE WEALTH, LLC

32.43K

Mar 31, 26

+11.94K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

31.48K

Mar 31, 26

-6.17K

0.01%

GSG Advisors LLC

31.31K

Mar 31, 26

-904

0.01%

IHT Wealth Management, LLC

31.07K

Mar 31, 26

+5.81K

0.01%

EP Wealth Advisors, LLC

31.03K

Mar 31, 26

-4.67K

0.01%

Helen Stephens Group, LLC

30.92K

Mar 31, 26

+1.03K

0.01%

Claro Advisors LLC

30.59K

Mar 31, 26

+2.50K

0.01%

NewEdge Wealth, LLC

30.35K

Mar 31, 26

+5.64K

0.01%

TFO-TDC, LLC

30.35K

Mar 31, 26

-20

0.01%

Apollon Wealth Management, LLC

29.79K

Mar 31, 26

-490

0.01%

Alliance Wealth Management Group

29.62K

Mar 31, 26

+815

0.01%

RFG Advisory, LLC

29.51K

Mar 31, 26

+7.51K

0.01%

Symphony Financial Services, Inc.

29.43K

Mar 31, 26

+906

0.01%

Strategic Blueprint, LLC

29.41K

Mar 31, 26

+3.83K

0.01%

SENTINEL PENSION ADVISORS INC

29.38K

Mar 31, 26

+150

0.01%

SIGMA INVESTMENT COUNSELORS INC

29.17K

Mar 31, 26

-8.32K

0.01%

Able Wealth Management LLC

29.02K

Mar 31, 26

+574

0.01%

Montecito Bank & Trust

28.98K

Mar 31, 26

-2.65K

0.01%

Vericrest Private Wealth

28.96K

Mar 31, 26

+1.44K

0.01%

RF&L WEALTH MANAGEMENT, LLC

28.89K

Mar 31, 26

+1.19K

0.01%

Tower Research Capital LLC (TRC)

28.84K

Mar 31, 26

+12.56K

0.01%

FORTE ASSET MANAGEMENT LLC

28.29K

Mar 31, 26

+281

0.00%

Asset Dedication, LLC

28.28K

Mar 31, 26

-59.06K

0.00%

Climber Capital SA

27.60K

Mar 31, 26

-4.88K

0.00%

Segment Wealth Management, LLC

27.23K

Mar 31, 26

+492

0.00%

Joel Isaacson & Co., LLC

27.18K

Mar 31, 26

+61

0.00%

Alta Wealth Advisors LLC

27.00K

Mar 31, 26

-34

0.00%

Summit Investment Advisory Services, LLC

26.83K

Mar 31, 26

+26

0.00%

PRIVATE TRUST CO NA

26.82K

Mar 31, 26

-523

0.00%

VOISARD ASSET MANAGEMENT GROUP, INC.

26.82K

Mar 31, 26

0.00%

Dorsey & Whitney Trust CO LLC

26.68K

Mar 31, 26

0.00%

JSF Financial, LLC

26.64K

Mar 31, 26

-938

0.00%

TD PRIVATE CLIENT WEALTH LLC

26.36K

Mar 31, 26

+3.27K

0.00%

N.E.W. Advisory Services LLC

25.93K

Mar 31, 26

-147

0.00%

ShoreHaven Wealth Partners, LLC

25.91K

Mar 31, 26

+1.70K

0.00%

Drucker Wealth 3.0, LLC

25.87K

Mar 31, 26

-201

0.00%

TFC Financial Management, Inc.

25.66K

Mar 31, 26

+12

0.00%

Samalin Investment Counsel, LLC

25.52K

Mar 31, 26

-7.90K

0.00%

Fortress Financial Solutions, LLC

25.36K

Mar 31, 26

-2.31K

0.00%

Curat Global, LLC

25.33K

Mar 31, 26

+172

0.00%

OXFORD FINANCIAL GROUP LTD

25.26K

Mar 31, 26

0.00%

Choate Investment Advisors

25.24K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

25.15K

Mar 31, 26

+25.15K

0.00%

NEPC LLC

25.08K

Mar 31, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

24.92K

Mar 31, 26

+24.92K

0.00%

Savvy Advisors, Inc.

24.86K

Mar 31, 26

+8.92K

0.00%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

24.80K

Mar 31, 26

0.00%

AE Wealth Management LLC

24.66K

Mar 31, 26

+2.72K

0.00%

Carrera Capital Advisors

24.46K

Mar 31, 26

-1.88K

0.00%

Glass Jacobson Investment Advisors llc

24.38K

Mar 31, 26

-67

0.00%

Rather & Kittrell, Inc.

24.21K

Mar 31, 26

-28

0.00%

Badgley Phelps Wealth Managers, LLC

24.13K

Mar 31, 26

-480

0.00%

BridgePort Financial Solutions, LLC

23.98K

Mar 31, 26

-1.51K

0.00%

Jefferies Financial Group Inc.

23.84K

Mar 31, 26

0.00%

Foster Group, Inc.

23.65K

Mar 31, 26

+26

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

23.60K

Mar 31, 26

+23.60K

0.00%

SCS Capital Management LLC

23.60K

Mar 31, 26

0.00%

Nicholson Meyer Capital Management, Inc.

23.55K

Mar 31, 26

-1.69K

0.00%

Gladstone Institutional Advisory LLC

23.52K

Mar 31, 26

-749

0.00%

HRT FINANCIAL LP

23.29K

Mar 31, 26

+11.66K

0.00%

BROWN ADVISORY INC

23.14K

Mar 31, 26

-1.30K

0.00%

Carr Financial Group Corp

22.63K

Mar 31, 26

-1.72K

0.00%

Quadrant Private Wealth Management, LLC

22.63K

Mar 31, 26

+1.27K

0.00%

Tenon Financial LLC

22.54K

Mar 31, 26

0.00%

Accurate Wealth Management, LLC

22.38K

Mar 31, 26

-13.30K

0.00%

Strategic Equity Management

22.34K

Mar 31, 26

-611

0.00%

PFG Advisors

22.32K

Mar 31, 26

+1.69K

0.00%

Maltin Wealth Management, Inc.

22.23K

Mar 31, 26

+1.85K

0.00%

Mayflower Financial Advisors, LLC

22.12K

Mar 31, 26

+529

0.00%

Prosperity Consulting Group, LLC

21.98K

Mar 31, 26

+1.35K

0.00%

Luminvest Wealth Management LLC

21.92K

Mar 31, 26

+568

0.00%

Apollon Financial, LLC

21.89K

Mar 31, 26

0.00%

SFG Wealth Management, LLC.

21.77K

Mar 31, 26

+84

0.00%

Discipline Wealth Solutions, LLC

21.68K

Mar 31, 26

-267

0.00%

SC&H Financial Advisors, Inc.

21.66K

Mar 31, 26

-725

0.00%

M&T BANK CORP

21.60K

Mar 31, 26

0.00%

Kelly Financial Services LLC

21.43K

Mar 31, 26

+1.14K

0.00%

Mount Yale Investment Advisors, LLC

21.41K

Mar 31, 26

+21.41K

0.00%

Signature Resources Capital Management, LLC

21.36K

Mar 31, 26

0.00%

May Hill Capital, LLC

21.19K

Mar 31, 26

-397

0.00%

Mutual Advisors, LLC

21.13K

Mar 31, 26

+1.61K

0.00%

CALTON & ASSOCIATES, INC.

21.08K

Mar 31, 26

-517

0.00%

BOKF, NA

20.86K

Mar 31, 26

-361

0.00%

Schrum Private Wealth Management LLC

20.75K

Mar 31, 26

+709

0.00%

AdvisorNet Financial, Inc

20.73K

Mar 31, 26

+302

0.00%

Retirement Planning Group

20.64K

Mar 31, 26

-3.42K

0.00%

Lauterbach Financial Advisors, LLC

20.55K

Mar 31, 26

-154

0.00%

CITIZENS FINANCIAL GROUP INC/RI

20.52K

Mar 31, 26

+14.39K

0.00%

Northwest Bancshares, Inc.

20.51K

Mar 31, 26

+1.50K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

20.34K

Mar 31, 26

+482

0.00%

TKG Advisors, LLC

20.16K

Mar 31, 26

0.00%

EVOKE WEALTH, LLC

20.16K

Mar 31, 26

+654

0.00%

WealthCollab, LLC

20.08K

Mar 31, 26

0.00%

Buttonwood Financial Advisors Inc.

20.06K

Mar 31, 26

-498

0.00%

LaSalle St. Investment Advisors, LLC

19.81K

Mar 31, 26

+1.12K

0.00%

RMB Capital Management, LLC

19.81K

Mar 31, 26

-874

0.00%

Dynamic Advisor Solutions LLC

19.65K

Mar 31, 26

+6.80K

0.00%

Quad-Cities Investment Group, LLC

19.50K

Mar 31, 26

+599

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

19.46K

Mar 31, 26

+2.44K

0.00%

B. Riley Wealth Advisors, Inc.

19.44K

Mar 31, 26

-8.88K

0.00%

Essex Savings Bank

19.36K

Mar 31, 26

0.00%

ASSETMARK, INC

19.31K

Mar 31, 26

+1.15K

0.00%

Serenus Wealth Advisors, LLC

19.29K

Mar 31, 26

0.00%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

19.13K

Mar 31, 26

-800

0.00%

Snider Financial Group

19.10K

Mar 31, 26

+520

0.00%

Perigon Wealth Management, LLC

18.96K

Mar 31, 26

+892

0.00%

Cooper Financial Group

18.93K

Mar 31, 26

+358

0.00%

One Wealth Advisors, LLC

18.84K

Mar 31, 26

-2.76K

0.00%

Tranquility Partners, LLC

18.61K

Mar 31, 26

+416

0.00%

Vivaldi Capital Management LP

18.59K

Mar 31, 26

-954

0.00%

Great Point Wealth Advisors, LLC

18.42K

Mar 31, 26

-506

0.00%

Financial Architects, LLC

18.36K

Mar 31, 26

+3.08K

0.00%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

18.35K

Mar 31, 26

+1.32K

0.00%

Venturi Wealth Management, LLC

18.33K

Mar 31, 26

+395

0.00%

SAGE FINANCIAL GROUP INC

18.11K

Mar 31, 26

-4

0.00%

Walkner Condon Financial Advisors LLC

18.08K

Mar 31, 26

-2.90K

0.00%

Neuberger Berman Group LLC

18.02K

Mar 31, 26

-1.46K

0.00%

Altiora Financial Group, LLC

17.91K

Mar 31, 26

+17.91K

0.00%

Financial Engines Advisors L.L.C.

17.90K

Mar 31, 26

+73

0.00%

Cascade Financial Partners, LLC

17.90K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

17.87K

Mar 31, 26

+4.29K

0.00%

CAHABA WEALTH MANAGEMENT, INC.

17.72K

Mar 31, 26

+6.57K

0.00%

Keel Point, LLC

17.62K

Mar 31, 26

+17.62K

0.00%

Fiduciary Alliance LLC

17.47K

Mar 31, 26

-5.82K

0.00%

Wealth Group Ltd

17.45K

Mar 31, 26

+761

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

17.45K

Mar 31, 26

+2.16K

0.00%

Archer Investment Corp

17.38K

Mar 31, 26

+429

0.00%

Morling Financial Advisors, LLC

17.37K

Mar 31, 26

-111

0.00%

FIRST CITIZENS BANK & TRUST CO

17.34K

Mar 31, 26

+7.08K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

17.33K

Mar 31, 26

+5.34K

0.00%

Parkwoods Wealth Partners, LLC

17.27K

Mar 31, 26

-680

0.00%

Tennessee Valley Asset Management Partners

17.14K

Mar 31, 26

+5.21K

0.00%

Hamilton Capital, LLC

17.04K

Mar 31, 26

+200

0.00%

Centerpoint Advisors, LLC

16.95K

Mar 31, 26

0.00%

Regency Capital Management Inc.\DE

16.83K

Mar 31, 26

+347

0.00%

ASSOCIATED BANC-CORP

16.81K

Mar 31, 26

-672

0.00%

CARDIFF PARK ADVISORS, LLC

16.77K

Mar 31, 26

+33

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

16.55K

Mar 31, 26

+14.40K

0.00%

Csenge Advisory Group

16.35K

Mar 31, 26

+461

0.00%

Riverbend Wealth Management, LLC

16.35K

Mar 31, 26

+392

0.00%

Pasadena Private Wealth, LLC

16.20K

Mar 31, 26

+1.59K

0.00%

Stratos Wealth Advisors, LLC

16.17K

Mar 31, 26

+126

0.00%

Cyndeo Wealth Partners, LLC

16.11K

Mar 31, 26

+1.92K

0.00%

Peak Financial Management, Inc.

16.09K

Mar 31, 26

-899

0.00%

Keystone Financial Group, Inc.

15.89K

Mar 31, 26

-2.26K

0.00%

Cherry Tree Wealth Management, LLC

15.88K

Mar 31, 26

-620

0.00%

Sowa Financial Group, Inc.

15.83K

Mar 31, 26

-806

0.00%

Gateway Wealth Partners, LLC

15.79K

Mar 31, 26

+12.36K

0.00%

Midwest Trust Co

15.71K

Mar 31, 26

+57

0.00%

Accredited Investors Inc.

15.55K

Mar 31, 26

+148

0.00%

Guidance Point Advisors, LLC

15.52K

Mar 31, 26

+278

0.00%

McGlone Suttner Wealth Management, Inc.

15.48K

Mar 31, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

15.45K

Mar 31, 26

+12.30K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

15.31K

Mar 31, 26

-5

0.00%

Objective Capital Management, LLC

15.21K

Mar 31, 26

-260

0.00%

MGO ONE SEVEN LLC

15.11K

Mar 31, 26

+3.93K

0.00%

XY Planning Network, Inc.

14.85K

Mar 31, 26

-1.65K

0.00%

Bogart Wealth, LLC

14.80K

Mar 31, 26

+133

0.00%

Paradigm Financial Partners, LLC

14.74K

Mar 31, 26

-220

0.00%

SIGNATUREFD, LLC

14.65K

Mar 31, 26

-232

0.00%

Security Financial Services, INC.

14.63K

Mar 31, 26

+2.27K

0.00%

Aaron Wealth Advisors LLC

14.59K

Mar 31, 26

+1.79K

0.00%

GSB Wealth Management, LLC

14.55K

Mar 31, 26

+59

0.00%

WEALTH EFFECTS LLC

14.45K

Mar 31, 26

-300

0.00%

Bouvel Investment Partners, LLC

14.44K

Mar 31, 26

+4.00K

0.00%

AGF MANAGEMENT LTD

14.40K

Mar 31, 26

-5.38K

0.00%

Destiny Wealth Partners, LLC

14.39K

Mar 31, 26

-339

0.00%

TORONTO DOMINION BANK

14.34K

Mar 31, 26

+9.62K

0.00%

Talisman Wealth Advisors LLC

14.34K

Mar 31, 26

-587

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

14.21K

Mar 31, 26

-2.64K

0.00%

LAIRD NORTON TRUST COMPANY, LLC

14.15K

Mar 31, 26

+1.59K

0.00%

Icon Wealth Advisors, LLC

14.14K

Mar 31, 26

+252

0.00%

Traveka Wealth, LLC

14.09K

Mar 31, 26

+32

0.00%

Compass Ion Advisors, LLC

14.01K

Mar 31, 26

0.00%

Valeo Financial Advisors, LLC

13.97K

Mar 31, 26

+39

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

13.76K

Mar 31, 26

-201

0.00%

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

13.65K

Mar 31, 26

+374

0.00%

Hobbs Group Advisors, LLC

13.48K

Mar 31, 26

+104

0.00%

Stephenson & Company, Inc.

13.20K

Mar 31, 26

0.00%

Clark Asset Management, LLC

13.18K

Mar 31, 26

-14.68K

0.00%

Prosperity Planning, Inc.

12.95K

Mar 31, 26

-85

0.00%

FLYWHEEL PRIVATE WEALTH LLC

12.92K

Mar 31, 26

-4.41K

0.00%

Detalus Advisors, LLC

12.85K

Mar 31, 26

+4.20K

0.00%

Westside Investment Management, Inc.

12.73K

Mar 31, 26

-264

0.00%

Kerntke Otto McGlone Wealth Management Group

12.72K

Mar 31, 26

-181

0.00%

ZWJ INVESTMENT COUNSEL INC

12.70K

Mar 31, 26

-1.66K

0.00%

ABLE Financial Group, LLC

12.62K

Mar 31, 26

-1.03K

0.00%

Whitcomb & Hess, Inc.

12.58K

Mar 31, 26

-178

0.00%

FIRST INTERSTATE BANK

12.54K

Mar 31, 26

-683

0.00%

Skopos Labs, Inc.

12.47K

Mar 31, 26

+999

0.00%

Parkside Investments, LLC

12.43K

Mar 31, 26

+43

0.00%

Weaver Consulting Group

12.32K

Mar 31, 26

+670

0.00%

My Personal CFO, LLC

12.29K

Mar 31, 26

0.00%

Gryphon Financial Partners LLC

12.22K

Mar 31, 26

0.00%

Mill Creek Capital Advisors, LLC

12.05K

Mar 31, 26

0.00%

BlueStem Wealth Partners, LLC

12.01K

Mar 31, 26

-1.06K

0.00%

Galvin, Gaustad & Stein, LLC

11.88K

Mar 31, 26

+1.48K

0.00%

PIONEER TRUST BANK N A/OR

11.75K

Mar 31, 26

0.00%

Beacon Financial Advisory LLC

11.63K

Mar 31, 26

+93

0.00%

Rosenberg Matthew Hamilton

11.49K

Mar 31, 26

+10

0.00%

D'Orazio & Associates, Inc.

11.39K

Mar 31, 26

0.00%

Finley Financial, LLC

11.35K

Mar 31, 26

0.00%

Heirloom Wealth Management

11.34K

Mar 31, 26

+11.34K

0.00%

NorthRock Partners, LLC

11.28K

Mar 31, 26

+2.00K

0.00%

MN Wealth Advisors, LLC

11.22K

Mar 31, 26

+398

0.00%

TBH Global Asset Management, LLC

11.16K

Mar 31, 26

+11.16K

0.00%

DV Trading LLC

11.16K

Mar 31, 26

+7.64K

0.00%

ZEGA Investments, LLC

11.15K

Mar 31, 26

+4.33K

0.00%

WEDBUSH SECURITIES INC

11.10K

Mar 31, 26

+156

0.00%

MBL Wealth, LLC

10.97K

Mar 31, 26

+478

0.00%

Westmount Partners, LLC

10.94K

Mar 31, 26

+21

0.00%

Aft, Forsyth & Sober, LLC

10.88K

Mar 31, 26

0.00%

Legacy Advisors, LLC

10.87K

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

10.83K

Mar 31, 26

+25

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

10.83K

Mar 31, 26

-7.16K

0.00%

PALISADE CAPITAL MANAGEMENT, LP

10.72K

Mar 31, 26

+3.72K

0.00%

MARINO, STRAM & ASSOCIATES LLC

10.62K

Mar 31, 26

0.00%

Tanglewood Legacy Advisors, LLC

10.61K

Mar 31, 26

+210

0.00%

Pinnacle Family Advisors, LLC

10.60K

Mar 31, 26

-433

0.00%

JDH Wealth Management, LLC

10.60K

Mar 31, 26

-1

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.59K

Mar 31, 26

-1.02K

0.00%

Clayton Financial Group LLC

10.53K

Mar 31, 26

+17

0.00%

Kovitz Investment Group Partners, LLC

10.51K

Mar 31, 26

+360

0.00%

Klingman & Associates, LLC

10.48K

Mar 31, 26

-30

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

10.47K

Mar 31, 26

+10.47K

0.00%

Smartleaf Asset Management LLC

10.40K

Mar 31, 26

-116

0.00%

Somerset Trust Co

10.39K

Mar 31, 26

+1.01K

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

10.30K

Mar 31, 26

-297

0.00%

Visionary Wealth Advisors

10.23K

Mar 31, 26

-312

0.00%

Sovereign Financial Group, Inc.

10.21K

Mar 31, 26

0.00%

Accelerate Investment Advisors LLC

10.12K

Mar 31, 26

-343

0.00%

Index Fund Advisors, Inc.

10.11K

Mar 31, 26

0.00%

Wealth Alliance

10.08K

Mar 31, 26

+2.24K

0.00%

D.A. DAVIDSON & CO.

10.04K

Mar 31, 26

-1.30K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

10.03K

Mar 31, 26

-397

0.00%

PRIVATE MANAGEMENT GROUP INC

10.00K

Mar 31, 26

0.00%

Signature Wealth Management Partners, LLC

9.98K

Mar 31, 26

+235

0.00%

Chicago Capital, LLC

9.96K

Mar 31, 26

-14

0.00%

CARY STREET PARTNERS FINANCIAL LLC

9.89K

Mar 31, 26

+35

0.00%

Magnolia Private Wealth, LLC

9.87K

Mar 31, 26

-717

0.00%

FourThought Financial Partners, LLC

9.82K

Mar 31, 26

0.00%

CAHILL FINANCIAL ADVISORS INC

9.80K

Mar 31, 26

-78

0.00%

Madison Wealth Partners, Inc

9.77K

Mar 31, 26

+22

0.00%

Convergence Financial, LLC

9.75K

Mar 31, 26

-7.31K

0.00%

SILVER OAK SECURITIES, INCORPORATED

9.74K

Mar 31, 26

0.00%

Pinnacle Wealth Management Group, Inc.

9.74K

Mar 31, 26

+1.71K

0.00%

COMMERCE BANK

9.73K

Mar 31, 26

+4.30K

0.00%

PENOBSCOT WEALTH MANAGEMENT

9.69K

Mar 31, 26

-11

0.00%

Sugar Maple Asset Management, LLC

9.67K

Mar 31, 26

0.00%

Seaside Wealth Management, Inc.

9.61K

Mar 31, 26

0.00%

Patten Group, Inc.

9.60K

Mar 31, 26

-558

0.00%

WOLFF WIESE MAGANA LLC

9.55K

Mar 31, 26

0.00%

Meridian Wealth Partners, LLC

9.53K

Mar 31, 26

-30

0.00%

Almanack Investment Partners, LLC.

9.41K

Mar 31, 26

+353

0.00%

Fielder Capital Group LLC

9.30K

Mar 31, 26

0.00%

Curated Wealth Partners LLC

9.30K

Mar 31, 26

0.00%

NorthCrest Asset Manangement, LLC

9.27K

Mar 31, 26

+9.27K

0.00%

Pathway Financial Advisors LLC

9.20K

Mar 31, 26

0.00%

Gibson Capital, LLC

9.20K

Mar 31, 26

+31

0.00%

Northstar Financial Companies, Inc.

9.19K

Mar 31, 26

0.00%

Eagle Bluffs Wealth Management LLC

9.19K

Mar 31, 26

-781

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

9.17K

Mar 31, 26

-194

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

9.15K

Mar 31, 26

0.00%

Focus Financial Network, Inc.

9.15K

Mar 31, 26

-589

0.00%

Institute for Wealth Management, LLC.

9.15K

Mar 31, 26

-116

0.00%

Baring Financial LLC

9.14K

Mar 31, 26

+82

0.00%

AMG National Trust Bank

9.13K

Mar 31, 26

+6.14K

0.00%

Oakworth Capital, Inc.

9.07K

Mar 31, 26

0.00%

Capital Investment Advisors, LLC

9.03K

Mar 31, 26

-454

0.00%

MATHER GROUP, LLC.

9.01K

Mar 31, 26

+282

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

8.95K

Mar 31, 26

0.00%

Ascent Group, LLC

8.94K

Mar 31, 26

+1.79K

0.00%

Wescott Financial Advisory Group, LLC

8.92K

Mar 31, 26

-480

0.00%

Evernest Financial Advisors, LLC

8.87K

Mar 31, 26

0.00%

Krilogy Financial LLC

8.85K

Mar 31, 26

-233

0.00%

Symphony Financial, Ltd. Co.

8.85K

Mar 31, 26

+1.29K

0.00%

MAYPORT, LLC

8.83K

Mar 31, 26

0.00%

Sprinkle Financial Consultants LLC

8.78K

Mar 31, 26

+17

0.00%

MONEY CONCEPTS CAPITAL CORP

8.76K

Mar 31, 26

-8

0.00%

Advyzon Investment Management, LLC

8.75K

Mar 31, 26

+4.70K

0.00%

LexAurum Advisors, LLC

8.73K

Mar 31, 26

+8.73K

0.00%

Horst & Graben Wealth Management LLC

8.64K

Mar 31, 26

+461

0.00%

RHS Financial, LLC

8.64K

Mar 31, 26

-1.79K

0.00%

CORRADO ADVISORS, LLC

8.61K

Mar 31, 26

+104

0.00%

Invesco Ltd.

8.46K

Mar 31, 26

+6.27K

0.00%

Whitaker-Myers Wealth Managers, LTD.

8.44K

Mar 31, 26

+115

0.00%

Human Investing LLC

8.41K

Mar 31, 26

-26

0.00%

HOWE & RUSLING INC

8.37K

Mar 31, 26

+1.81K

0.00%

NORTH STAR ASSET MANAGEMENT INC

8.37K

Mar 31, 26

0.00%

Helium Advisors LLC

8.34K

Mar 31, 26

-21

0.00%

Global View Capital Management LLC

8.33K

Mar 31, 26

-783

0.00%

PACIFIC CAPITAL WEALTH ADVISORS, INC

8.31K

Mar 31, 26

0.00%

Professional Financial Advisors, LLC

8.28K

Mar 31, 26

-3.27K

0.00%

Solstein Capital, LLC

8.24K

Mar 31, 26

-1

0.00%

Southeast Asset Advisors Inc.

8.23K

Mar 31, 26

-57

0.00%

ATWOOD & PALMER INC

8.14K

Mar 31, 26

+10

0.00%

MERIDIAN MANAGEMENT CO

8.10K

Mar 31, 26

0.00%

Rodgers & Associates, LTD

8.10K

Mar 31, 26

-153

0.00%

Advisors Capital Management, LLC

8.09K

Mar 31, 26

-5.63K

0.00%

SVB WEALTH LLC

8.03K

Mar 31, 26

-23.73K

0.00%

Orgel Wealth Management, LLC

8.03K

Mar 31, 26

+962

0.00%

MANNING & NAPIER ADVISORS LLC

8.02K

Mar 31, 26

+4.73K

0.00%

FIRST TRUST ADVISORS LP

8.01K

Mar 31, 26

+2.18K

0.00%

Sylvest Advisors, LLC

7.92K

Mar 31, 26

-101

0.00%

Avidian Wealth Solutions, LLC

7.90K

Mar 31, 26

-564

0.00%

Fidelis Capital Partners, LLC

7.86K

Mar 31, 26

-1.46K

0.00%

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

7.85K

Mar 31, 26

0.00%

Stonekeep Investments, LLC

7.82K

Mar 31, 26

+723

0.00%

Avalon Trust Co

7.81K

Mar 31, 26

+7.81K

0.00%

Gerber Kawasaki Wealth & Investment Management

7.81K

Mar 31, 26

+534

0.00%

MILESTONE ASSET MANAGEMENT, LLC

7.79K

Mar 31, 26

-227

0.00%

U.S. Capital Wealth Advisors, LLC

7.74K

Mar 31, 26

+1.34K

0.00%

JOURNEY STRATEGIC WEALTH LLC

7.71K

Mar 31, 26

-36

0.00%

NWK Group, Inc.

7.70K

Mar 31, 26

0.00%

GENESIS PRIVATE WEALTH, LLC

7.67K

Mar 31, 26

+748

0.00%

Baker Avenue Asset Management, LP

7.60K

Mar 31, 26

-3

0.00%

KLCM Advisors, Inc.

7.57K

Mar 31, 26

-268

0.00%

Cypress Wealth Services, LLC

7.56K

Mar 31, 26

-883

0.00%

SFMG, LLC

7.54K

Mar 31, 26

+34

0.00%

PATTEN & PATTEN INC/TN

7.50K

Mar 31, 26

0.00%

Meridian Wealth Management, LLC

7.50K

Mar 31, 26

+29

0.00%

Ervin Investment Management, LLC

7.48K

Mar 31, 26

+7.48K

0.00%

Keystone Wealth Services, LLC

7.43K

Mar 31, 26

0.00%

TSA Wealth Managment LLC

7.43K

Mar 31, 26

+733

0.00%

LEGACY SOLUTIONS, LLC

7.42K

Mar 31, 26

+1.52K

0.00%

Boston Trust Walden Corp

7.37K

Mar 31, 26

+701

0.00%

Verdence Capital Advisors LLC

7.32K

Mar 31, 26

+1.01K

0.00%

FINANCIAL CONSULATE, INC

7.29K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

7.29K

Mar 31, 26

+484

0.00%

WealthShield Partners, LLC

7.26K

Mar 31, 26

-13

0.00%

Grange Capital, LLC

7.22K

Mar 31, 26

-616

0.00%

Windsor Capital Management, LLC

7.19K

Mar 31, 26

-40

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

7.09K

Mar 31, 26

+770

0.00%

FIRST AMERICAN TRUST, FSB

7.04K

Mar 31, 26

0.00%

EPG Wealth Management LLC

7.03K

Mar 31, 26

+36

0.00%

IFG Advisors, LLC

7.02K

Mar 31, 26

+977

0.00%

COOPER/HAIMS ADVISORS, LLC

7.01K

Mar 31, 26

+450

0.00%

One Capital Management, LLC

6.99K

Mar 31, 26

-45

0.00%

CAPITAL CITY TRUST CO/FL

6.99K

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

6.88K

Mar 31, 26

0.00%

San Luis Wealth Advisors LLC

6.84K

Mar 31, 26

+118

0.00%

HUNTINGTON NATIONAL BANK

6.73K

Mar 31, 26

-951

0.00%

IBEX WEALTH ADVISORS

6.72K

Mar 31, 26

+6.72K

0.00%

HCR Wealth Advisors

6.72K

Mar 31, 26

0.00%

Rolek Wealth Management LLC

6.69K

Mar 31, 26

-99

0.00%

WealthPlan Investment Management, LLC

6.63K

Mar 31, 26

+884

0.00%

Soundwatch Capital LLC

6.60K

Mar 31, 26

0.00%

Aspiring Ventures, LLC

6.59K

Mar 31, 26

-54

0.00%

Spire Wealth Management

6.54K

Mar 31, 26

+309

0.00%

Chesley Taft & Associates LLC

6.54K

Mar 31, 26

-224

0.00%

GHP Investment Advisors, Inc.

6.52K

Mar 31, 26

-98

0.00%

Advisor OS, LLC

6.48K

Mar 31, 26

+3.48K

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

6.45K

Mar 31, 26

+12

0.00%

Bond & Devick Financial Network, Inc.

6.43K

Mar 31, 26

-65

0.00%

Keener Financial Planning LLC

6.42K

Mar 31, 26

+582

0.00%

FIDUCIARY ADVISORS, INC.

6.42K

Mar 31, 26

-91

0.00%

Calamos Wealth Management LLC

6.41K

Mar 31, 26

+2.41K

0.00%

Calamos Advisors LLC

6.41K

Mar 31, 26

+6.41K

0.00%

Outlook Wealth Advisors, LLC

6.37K

Mar 31, 26

+212

0.00%

TRUEFG, LLC

6.36K

Mar 31, 26

+56

0.00%

5T Wealth, LLC

6.33K

Mar 31, 26

+133

0.00%

Annis Gardner Whiting Capital Advisors, LLC

6.29K

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

6.26K

Mar 31, 26

-4.05K

0.00%

Evanson Asset Management, LLC

6.26K

Mar 31, 26

0.00%

Bison Wealth, LLC

6.26K

Mar 31, 26

0.00%

Balentine LLC

6.24K

Mar 31, 26

-5.08K

0.00%

DGS Capital Management, LLC

6.22K

Mar 31, 26

+4.13K

0.00%

Charter Oak Capital Management, LLC

6.15K

Mar 31, 26

-81

0.00%

WATERSHED PRIVATE WEALTH LLC

6.10K

Mar 31, 26

-82

0.00%

Dana Investment Advisors, Inc.

6.10K

Mar 31, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

6.09K

Mar 31, 26

-1

0.00%

Retirement Investment Advisors, Inc.

6.04K

Mar 31, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

6.03K

Mar 31, 26

-2.38K

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

6.00K

Mar 31, 26

+4.09K

0.00%

Brio Consultants, LLC

5.97K

Mar 31, 26

-534

0.00%

Wilkins Miller Wealth Management, LLC

5.93K

Mar 31, 26

-98

0.00%

WHITTIER TRUST CO OF NEVADA INC

5.89K

Mar 31, 26

0.00%

Gemmer Asset Management LLC

5.88K

Mar 31, 26

+47

0.00%

Larson Financial Group LLC

5.85K

Mar 31, 26

-195

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

5.83K

Mar 31, 26

-81

0.00%

WJ Wealth Management, LLC

5.81K

Mar 31, 26

-37

0.00%

Beckerman Institutional, LLC

5.80K

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

5.77K

Mar 31, 26

+145

0.00%

BLUESTEM FINANCIAL ADVISORS, LLC

5.77K

Mar 31, 26

+5.77K

0.00%

Roundview Capital LLC

5.76K

Mar 31, 26

+1.71K

0.00%

Regal Investment Advisors LLC

5.75K

Mar 31, 26

-117

0.00%

Arista Wealth Management, LLC

5.74K

Mar 31, 26

0.00%

Cypress Capital Group

5.73K

Mar 31, 26

0.00%

Cadence Wealth Management LLC

5.72K

Mar 31, 26

+209

0.00%

Sound Stewardship, LLC

5.71K

Mar 31, 26

-359

0.00%

VeraBank, N.A.

5.70K

Mar 31, 26

0.00%

BCS Wealth Management

5.70K

Mar 31, 26

-5.70K

0.00%

True North Advisors, LLC

5.68K

Mar 31, 26

+11

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

5.68K

Mar 31, 26

0.00%

Biltmore Family Office, LLC

5.67K

Mar 31, 26

0.00%

HANCOCK WHITNEY CORP

5.64K

Mar 31, 26

-228

0.00%

McClarren Financial Advisors, Inc.

5.64K

Mar 31, 26

+5.05K

0.00%

Geometric Wealth Advisors

5.64K

Mar 31, 26

+774

0.00%

MSH Capital Advisors LLC

5.64K

Mar 31, 26

+1.36K

0.00%

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

5.64K

Mar 31, 26

+219

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

5.63K

Mar 31, 26

+760

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

5.60K

Mar 31, 26

0.00%

CHAPIN DAVIS, INC.

5.59K

Mar 31, 26

+56

0.00%

Thrive Wealth Management, LLC

5.58K

Mar 31, 26

+415

0.00%

Nabity-Jensen Investment Management Inc

5.57K

Mar 31, 26

-184

0.00%

DAVIS R M INC

5.56K

Mar 31, 26

-267

0.00%

CGN Advisors LLC

5.55K

Mar 31, 26

+148

0.00%

DEUTSCHE BANK AG\

5.50K

Mar 31, 26

0.00%

Inman Jager Wealth Management, LLC

5.48K

Mar 31, 26

0.00%

OFC FINANCIAL PLANNING, LLC

5.48K

Mar 31, 26

+334

0.00%

Patriot Financial Group Insurance Agency, LLC

5.47K

Mar 31, 26

+3.03K

0.00%

WESBANCO BANK INC

5.46K

Mar 31, 26

+475

0.00%

Optivise Advisory Services LLC

5.45K

Mar 31, 26

-103

0.00%

HARBOR INVESTMENT ADVISORY, LLC

5.43K

Mar 31, 26

-825

0.00%

Toroso Investments, LLC

5.41K

Mar 31, 26

+1.44K

0.00%

CAPITAL ADVISORS INC/OK

5.38K

Mar 31, 26

-30

0.00%

Successful Portfolios LLC

5.35K

Mar 31, 26

+35

0.00%

Birchcreek Wealth Management, LLC

5.30K

Mar 31, 26

+1.78K

0.00%

Falcon Wealth Planning

5.30K

Mar 31, 26

+362

0.00%

Precision Wealth Strategies, LLC

5.30K

Mar 31, 26

0.00%

WHITTIER TRUST CO

5.29K

Mar 31, 26

0.00%

CacheTech Inc.

5.25K

Mar 31, 26

-1.25K

0.00%

Adams Wealth Management

5.25K

Mar 31, 26

-1.25K

0.00%

PENNEY FINANCIAL, LLC

5.25K

Mar 31, 26

+1.76K

0.00%

NORTHEAST INVESTMENT MANAGEMENT

5.22K

Mar 31, 26

0.00%

Sanibel Captiva Trust Company, Inc.

5.19K

Mar 31, 26

+259

0.00%

TOMPKINS FINANCIAL CORP

5.16K

Mar 31, 26

-20

0.00%

XML Financial, LLC

5.12K

Mar 31, 26

+271

0.00%

Sentinus, LLC

5.10K

Mar 31, 26

+825

0.00%

POINCIANA ADVISORS GROUP, LLC

5.08K

Mar 31, 26

-42

0.00%

KEB ASSET MANAGEMENT, LLC

5.08K

Mar 31, 26

-172

0.00%

Plante Moran Financial Advisors, LLC

5.06K

Mar 31, 26

-1.60K

0.00%

KPP Advisory Services LLC

5.04K

Mar 31, 26

-817

0.00%

QUARRY HILL ADVISORS, LLC

5.04K

Mar 31, 26

0.00%

Pettinga Financial Advisors, LLC

5.03K

Mar 31, 26

+338

0.00%

Sharp Financial Services, LLC

5.03K

Mar 31, 26

-875

0.00%

Catalytic Wealth RIA, LLC

5.02K

Mar 31, 26

-1.22K

0.00%

Petros Family Wealth, LLC

5.02K

Mar 31, 26

-3.29K

0.00%

1834 INVESTMENT ADVISORS CO

5.00K

Mar 31, 26

0.00%

Waldron Private Wealth LLC

4.96K

Mar 31, 26

+513

0.00%

Atlantic Union Bankshares Corp

4.95K

Mar 31, 26

-504

0.00%

Nemes Rush Group LLC

4.93K

Mar 31, 26

-7.52K

0.00%

WealthBridge Capital Management, LLC

4.91K

Mar 31, 26

-16

0.00%

Madden Advisory Services, Inc.

4.89K

Mar 31, 26

-66

0.00%

River Street Advisors LLC

4.86K

Mar 31, 26

+584

0.00%

Brookwood Investment Group LLC

4.85K

Mar 31, 26

+60

0.00%

Cadent Capital Advisors, LLC

4.84K

Mar 31, 26

0.00%

Ausdal Financial Partners, Inc.

4.84K

Mar 31, 26

+160

0.00%

AMERICAN NATIONAL BANK

4.81K

Mar 31, 26

+614

0.00%

FSM Wealth Advisors, LLC

4.80K

Mar 31, 26

0.00%

Gallagher Fiduciary Advisors, LLC

4.74K

Mar 31, 26

-229

0.00%

JFS WEALTH ADVISORS, LLC

4.73K

Mar 31, 26

-31

0.00%

DAVENPORT & Co LLC

4.72K

Mar 31, 26

+2.19K

0.00%

Tarbox Family Office, Inc.

4.71K

Mar 31, 26

0.00%

ForthRight Wealth Management, LLC

4.71K

Mar 31, 26

0.00%

FIRST MANHATTAN CO. LLC.

4.70K

Mar 31, 26

-147

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

4.67K

Mar 31, 26

+74

0.00%

AWM CAPITAL, LLC

4.65K

Mar 31, 26

0.00%

Hilltop Partners LLC

4.63K

Mar 31, 26

0.00%

Financial Alternatives, Inc

4.61K

Mar 31, 26

0.00%

CFO4Life Group, LLC

4.60K

Mar 31, 26

0.00%

AIRE ADVISORS, LLC

4.56K

Mar 31, 26

+4.56K

0.00%

WEST BANCORPORATION INC

4.51K

Mar 31, 26

-45

0.00%

Resurgent Financial Advisors LLC

4.49K

Mar 31, 26

0.00%

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

4.45K

Mar 31, 26

-239

0.00%

POWER WEALTH MANAGEMENT LLC

4.43K

Mar 31, 26

+173

0.00%

GERMAN AMERICAN BANCORP, INC.

4.42K

Mar 31, 26

0.00%

Next Level Private LLC

4.41K

Mar 31, 26

+10

0.00%

SALEM INVESTMENT COUNSELORS INC

4.38K

Mar 31, 26

0.00%

Allspring Global Investments Holdings, LLC

4.38K

Mar 31, 26

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

4.37K

Mar 31, 26

+12

0.00%

WETZEL INVESTMENT ADVISORS, INC.

4.37K

Mar 31, 26

-177

0.00%

Zullo Investment Group, Inc.

4.36K

Mar 31, 26

+21

0.00%

American Trust

4.33K

Mar 31, 26

-559

0.00%

C M BIDWELL & ASSOCIATES LTD

4.32K

Mar 31, 26

0.00%

IMA Wealth, Inc.

4.32K

Mar 31, 26

0.00%

GAMMA Investing LLC

4.26K

Mar 31, 26

0.00%

Edgestream Partners, L.P.

4.23K

Mar 31, 26

-3.20K

0.00%

ZRC WEALTH MANAGEMENT, LLC

4.22K

Mar 31, 26

-71

0.00%

OPTIONS SOLUTIONS, LLC

4.21K

Mar 31, 26

0.00%

Integras Partners LLC

4.21K

Mar 31, 26

+53

0.00%

QRG CAPITAL MANAGEMENT, INC.

4.18K

Mar 31, 26

-1.93K

0.00%

ARS Wealth Advisors Group, LLC

4.18K

Mar 31, 26

0.00%

Eaton-Cambridge Inc.

4.17K

Mar 31, 26

-1

0.00%

VERITY Wealth Advisors

4.17K

Mar 31, 26

0.00%

TCI Wealth Advisors, Inc.

4.16K

Mar 31, 26

+4.16K

0.00%

Sharkey, Howes & Javer

4.15K

Mar 31, 26

-506

0.00%

Asset Allocation & Management Company, LLC

4.14K

Mar 31, 26

0.00%

GEN Financial Management, INC.

4.14K

Mar 31, 26

0.00%

Rossmore Private Capital

4.13K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

4.12K

Mar 31, 26

+1.31K

0.00%

Root Financial Partners, LLC

4.12K

Mar 31, 26

+2.08K

0.00%

IFC Advisors LLC

4.12K

Mar 31, 26

-756

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

4.11K

Mar 31, 26

+185

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

4.10K

Mar 31, 26

0.00%

Financial Strategies Group, Inc.

4.09K

Mar 31, 26

-181

0.00%

Leading Edge Financial Planning LLC

4.06K

Mar 31, 26

+4.06K

0.00%

Golden State Wealth Management, LLC

4.05K

Mar 31, 26

-776

0.00%

Gilliland Jeter Wealth Management LLC

4.04K

Mar 31, 26

+4.04K

0.00%

Stonebridge Financial Group, LLC

4.04K

Mar 31, 26

0.00%

Cornerstone Planning, LLC

4.01K

Mar 31, 26

-190

0.00%

Ambassador Advisors, LLC

4.00K

Mar 31, 26

+50

0.00%

Strategic Financial Services, Inc,

3.99K

Mar 31, 26

+3.99K

0.00%

Hibernia Wealth Partners, LLC

3.98K

Mar 31, 26

-112

0.00%

Pioneer Wealth Management Group

3.98K

Mar 31, 26

0.00%

Lifestyle Asset Management, Inc.

3.93K

Mar 31, 26

+3.93K

0.00%

EQ LLC

3.93K

Mar 31, 26

+145

0.00%

William Howard & Co Financial Advisors Inc

3.93K

Mar 31, 26

+16

0.00%

CX Institutional

3.92K

Mar 31, 26

-565

0.00%

Carl P. Sherr & Co., LLC

3.91K

Mar 31, 26

0.00%

Harbor Group, Inc.

3.91K

Mar 31, 26

+142

0.00%

GRIMES & COMPANY, INC.

3.91K

Mar 31, 26

+297

0.00%

KICKSTAND VENTURES, LLC.

3.89K

Mar 31, 26

+148

0.00%

Fountainhead AM, LLC

3.88K

Mar 31, 26

+1.04K

0.00%

Frisch Financial Group, Inc.

3.87K

Mar 31, 26

+1.39K

0.00%

Stone Point Wealth LLC

3.87K

Mar 31, 26

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

3.87K

Mar 31, 26

+3.87K

0.00%

Tradewinds Capital Management, LLC

3.85K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

3.85K

Mar 31, 26

-116

0.00%

Milestone Asset Management Group, LLC

3.84K

Mar 31, 26

-107

0.00%

NORDEN GROUP LLC

3.84K

Mar 31, 26

-204

0.00%

Genesis Wealth Advisors, LLC

3.84K

Mar 31, 26

0.00%

Farnam Financial LLC

3.82K

Mar 31, 26

+833

0.00%

BESSEMER GROUP INC

3.81K

Mar 31, 26

-24.36K

0.00%

McNaughton Wealth Management, LLC

3.80K

Mar 31, 26

+190

0.00%

TWO SIGMA INVESTMENTS, LP

3.80K

Mar 31, 26

0.00%

UNIVEST FINANCIAL Corp

3.79K

Mar 31, 26

-596

0.00%

Arlington Trust Co LLC

3.78K

Mar 31, 26

0.00%

Cordant, Inc.

3.77K

Mar 31, 26

-15

0.00%

CULLEN INVESTMENT GROUP, LTD.

3.77K

Mar 31, 26

-43

0.00%

Solidarity Wealth, LLC

3.75K

Mar 31, 26

0.00%

KLINGENSTEIN FIELDS & CO LP

3.75K

Mar 31, 26

-542

0.00%

Comprehensive Financial Planning, Inc./PA

3.74K

Mar 31, 26

0.00%

Strategies Wealth Advisors, LLC

3.74K

Mar 31, 26

-125

0.00%

BENJAMIN EDWARDS INC

3.74K

Mar 31, 26

-72

0.00%

Strait & Sound Wealth Management LLC

3.73K

Mar 31, 26

-632

0.00%

Sovran Advisors, LLC

3.71K

Mar 31, 26

-142

0.00%

BROWN BROTHERS HARRIMAN & CO

3.71K

Mar 31, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

3.70K

Mar 31, 26

+1.99K

0.00%

CULBERTSON A N & CO INC

3.69K

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

3.69K

Mar 31, 26

0.00%

Trinity Financial Advisors LLC

3.68K

Mar 31, 26

0.00%

Ayrshire Capital Management LLC

3.68K

Mar 31, 26

+419

0.00%

North Ridge Wealth Advisors, Inc.

3.64K

Mar 31, 26

0.00%

Avid Wealth Partners LLC

3.63K

Mar 31, 26

+3.63K

0.00%

Capital Investment Advisory Services, LLC

3.63K

Mar 31, 26

-2

0.00%

JMG Financial Group, Ltd.

3.61K

Mar 31, 26

+1.23K

0.00%

LPWM LLC

3.59K

Mar 31, 26

0.00%

DENVER WEALTH MANAGEMENT, INC.

3.59K

Mar 31, 26

-242

0.00%

Laurel Wealth Advisors LLC

3.58K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

3.58K

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

3.58K

Mar 31, 26

-135.23K

0.00%

Colonial Trust Co / SC

3.56K

Mar 31, 26

+130

0.00%

Financial Freedom, LLC

3.52K

Mar 31, 26

0.00%

PINNACLE ASSOCIATES LTD

3.51K

Mar 31, 26

-14

0.00%

KKM Financial LLC

3.51K

Mar 31, 26

0.00%

Fragasso Group Inc.

3.50K

Mar 31, 26

-179

0.00%

YANKCOM Partnership

3.50K

Mar 31, 26

0.00%

Latitude Advisors, LLC

3.50K

Mar 31, 26

+122

0.00%

Crewe Advisors LLC

3.48K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

3.47K

Mar 31, 26

0.00%

Busey Wealth Management

3.47K

Mar 31, 26

0.00%

Onyx Bridge Wealth Group LLC

3.47K

Mar 31, 26

+12

0.00%

Wealthcare Capital Partners, LLC

3.44K

Mar 31, 26

+769

0.00%

Wealth Alliance Advisory Group, LLC

3.42K

Mar 31, 26

0.00%

Mission Creek Capital Partners, Inc.

3.42K

Mar 31, 26

0.00%

Echo45 Advisors LLC

3.41K

Mar 31, 26

-20

0.00%

W.H. Cornerstone Investments Inc.

3.41K

Mar 31, 26

-64

0.00%

PGIM Custom Harvest LLC

3.40K

Mar 31, 26

+1.20K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

3.40K

Mar 31, 26

-15

0.00%

MKD WEALTH COACHES, LLC

3.39K

Mar 31, 26

0.00%

AF Advisors, Inc.

3.38K

Mar 31, 26

0.00%

Sunpointe, LLC

3.36K

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

3.36K

Mar 31, 26

-730

0.00%

Salomon & Ludwin, LLC

3.35K

Mar 31, 26

0.00%

Principle Wealth Partners LLC

3.34K

Mar 31, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

3.33K

Mar 31, 26

-2.23K

0.00%

Level Financial Advisors, Inc.

3.32K

Mar 31, 26

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

3.31K

Mar 31, 26

0.00%

National Wealth Management Group, LLC

3.29K

Mar 31, 26

+37

0.00%

Opes Wealth Management LLC

3.28K

Mar 31, 26

-639

0.00%

VICUS CAPITAL

3.28K

Mar 31, 26

-1.21K

0.00%

Inscription Capital, LLC

3.25K

Mar 31, 26

+192

0.00%

RIK SAYLOR FINANCIAL, INC.

3.23K

Mar 31, 26

0.00%

Rockwood Wealth Management, LLC

3.23K

Mar 31, 26

-11

0.00%

NORRIS PERNE & FRENCH LLP/MI

3.22K

Mar 31, 26

-56

0.00%

Atria Investments, Inc

3.20K

Mar 31, 26

+306

0.00%

Diversified Trust Co

3.19K

Mar 31, 26

0.00%

Forum Financial Management, LP

3.16K

Mar 31, 26

+205

0.00%

ONE Advisory Partners, LLC

3.15K

Mar 31, 26

+1.11K

0.00%

Avion Wealth

3.11K

Mar 31, 26

0.00%

Powerhouse Assets LLC

3.10K

Mar 31, 26

0.00%

Headlands Technologies LLC

3.10K

Mar 31, 26

+3.10K

0.00%

CHILDRESS CAPITAL ADVISORS, LLC

3.10K

Mar 31, 26

0.00%

VICTORY FINANCIAL GROUP, LLC

3.06K

Mar 31, 26

+51

0.00%

Baer Investment Advisory LLC

3.06K

Mar 31, 26

+3.06K

0.00%

Simplicity Wealth,LLC

3.06K

Mar 31, 26

+1.57K

0.00%

Wellspring Financial Advisors, LLC

3.05K

Mar 31, 26

0.00%

ICAPITAL WEALTH LLC

3.04K

Mar 31, 26

0.00%

Warren Street Wealth Advisors, LLC

3.04K

Mar 31, 26

0.00%

Marietta Wealth Management, LLC

3.03K

Mar 31, 26

-568

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

3.02K

Mar 31, 26

+38

0.00%

Radnor Capital Management, LLC

3.01K

Mar 31, 26

0.00%

Williams Jones Wealth Management, LLC.

2.98K

Mar 31, 26

-625

0.00%

EWA, LLC

2.97K

Mar 31, 26

+409

0.00%

Haverford Trust Co

2.96K

Mar 31, 26

0.00%

GUIDANCE CAPITAL, INC

2.96K

Mar 31, 26

+2.96K

0.00%

Live Oak Private Wealth LLC

2.96K

Mar 31, 26

0.00%

RETIREMENT CAPITAL STRATEGIES

2.95K

Mar 31, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.95K

Mar 31, 26

+338

0.00%

PUREfi Wealth, LLC

2.95K

Mar 31, 26

+2.95K

0.00%

SEI INVESTMENTS CO

2.95K

Mar 31, 26

+99

0.00%

COZAD ASSET MANAGEMENT INC

2.94K

Mar 31, 26

0.00%

Leonard Rickey Investment Advisors P.L.L.C.

2.91K

Mar 31, 26

-472

0.00%

Dunhill Financial, LLC

2.91K

Mar 31, 26

-41

0.00%

Turn8 Private Wealth Inc.

2.90K

Mar 31, 26

+698

0.00%

Great Waters Wealth Management

2.90K

Mar 31, 26

+46

0.00%

Carbahal Olsen Financial Services Group, LLC

2.89K

Mar 31, 26

+48

0.00%

TRUST CO OF TOLEDO NA /OH/

2.88K

Mar 31, 26

0.00%

McGuire Investment Group, LLC

2.88K

Mar 31, 26

+316

0.00%

SELDON CAPITAL LP

2.88K

Mar 31, 26

0.00%

W ADVISORS, LLC

2.88K

Mar 31, 26

-3.23K

0.00%

VISTA CAPITAL PARTNERS, INC.

2.88K

Mar 31, 26

-1.13K

0.00%

Carnegie Capital Asset Management, LLC

2.85K

Mar 31, 26

0.00%

OLIO Financial Planning

2.85K

Mar 31, 26

-390

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.82K

Mar 31, 26

+130

0.00%

Heartwood Wealth Advisors LLC

2.81K

Mar 31, 26

+48

0.00%

Alaethes Wealth LLC

2.81K

Mar 31, 26

0.00%

Golden State Equity Partners

2.77K

Mar 31, 26

+2.77K

0.00%

Triad Wealth Partners, LLC

2.77K

Mar 31, 26

+2.77K

0.00%

CADINHA & CO LLC

2.77K

Mar 31, 26

0.00%

Greenhouse Wealth Management, LLC

2.77K

Mar 31, 26

+2.77K

0.00%

Capstone Wealth Management, LLC

2.77K

Mar 31, 26

-29

0.00%

REGIONS FINANCIAL CORP

2.76K

Mar 31, 26

-94

0.00%

Indiana Trust & Investment Management CO

2.76K

Mar 31, 26

0.00%

GREATMARK INVESTMENT PARTNERS, INC.

2.74K

Mar 31, 26

0.00%

Centurion Wealth Management LLC

2.74K

Mar 31, 26

-97

0.00%

DecisionMap Wealth Management, LLC

2.74K

Mar 31, 26

+293

0.00%

EverSource Wealth Advisors, LLC

2.73K

Mar 31, 26

-36

0.00%

Darden Wealth Group Inc

2.72K

Mar 31, 26

-50

0.00%

PLANNING ALTERNATIVES LTD /ADV

2.70K

Mar 31, 26

-147

0.00%

Sincerus Advisory, LLC

2.70K

Mar 31, 26

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.69K

Mar 31, 26

0.00%

Financial Symmetry Inc

2.67K

Mar 31, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

2.65K

Mar 31, 26

+316

0.00%

Efficient Advisors, LLC

2.65K

Mar 31, 26

-145

0.00%

Aprio Wealth Management, LLC

2.65K

Mar 31, 26

+2.65K

0.00%

STERLING INVESTMENT ADVISORS LLC /ADV

2.65K

Mar 31, 26

+53

0.00%

Compton Financial Group, LLC

2.65K

Mar 31, 26

0.00%

Schiavi & Co LLC

2.64K

Mar 31, 26

+976

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

2.64K

Mar 31, 26

0.00%

Five Oceans Advisors

2.62K

Mar 31, 26

0.00%

COLLECTIVE FAMILY OFFICE LLC

2.62K

Mar 31, 26

+2.62K

0.00%

Ritter Daniher Financial Advisory LLC / DE

2.61K

Mar 31, 26

+59

0.00%

Douglass Winthrop Advisors, LLC

2.60K

Mar 31, 26

-390

0.00%

Qube Research & Technologies Ltd

2.60K

Mar 31, 26

-2.08K

0.00%

Integris Wealth Management, LLC

2.60K

Mar 31, 26

0.00%

InTrack Investment Management Inc

2.60K

Mar 31, 26

0.00%

Shira Ridge Wealth Management

2.60K

Mar 31, 26

-35

0.00%

DAVIDSON TRUST CO

2.59K

Mar 31, 26

+2.59K

0.00%

Shepherd Financial Partners LLC

2.59K

Mar 31, 26

+140

0.00%

Northstar Group, Inc.

2.59K

Mar 31, 26

+68

0.00%

Team Hewins, LLC

2.58K

Mar 31, 26

-547

0.00%

ACCREDITED INVESTOR SERVICES, LLC

2.57K

Mar 31, 26

+1.14K

0.00%

Aureus Asset Management, LLC

2.56K

Mar 31, 26

0.00%

OLD NATIONAL BANCORP /IN/

2.56K

Mar 31, 26

-2.04K

0.00%

MJP ASSOCIATES INC /ADV

2.54K

Mar 31, 26

+294

0.00%

NBC SECURITIES, INC.

2.53K

Mar 31, 26

+201

0.00%

PENN DAVIS MCFARLAND INC

2.50K

Mar 31, 26

0.00%

Ascent Wealth Partners, LLC

2.49K

Mar 31, 26

0.00%

Carter Financial Group, INC.

2.48K

Mar 31, 26

0.00%

Sound View Wealth Advisors Group, LLC

2.48K

Mar 31, 26

+48

0.00%

ELEMENT POINTE ADVISORS, LLC

2.48K

Mar 31, 26

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

2.48K

Mar 31, 26

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

2.47K

Mar 31, 26

0.00%

PFW Advisors LLC

2.46K

Mar 31, 26

0.00%

CWA Asset Management Group, LLC

2.46K

Mar 31, 26

+12

0.00%

Vestmark Advisory Solutions, Inc.

2.46K

Mar 31, 26

+2.46K

0.00%

49 WEALTH MANAGEMENT, LLC

2.46K

Mar 31, 26

-415

0.00%

HT Partners LLC

2.45K

Mar 31, 26

-8

0.00%

First Fiduciary Investment Counsel, Inc.

2.45K

Mar 31, 26

+26

0.00%

Hardin Capital Partners, LLC

2.43K

Mar 31, 26

-4

0.00%

Gutierrez Wealth Advisory, LLC

2.42K

Mar 31, 26

0.00%

Castle Rock Wealth Management, LLC

2.42K

Mar 31, 26

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

2.42K

Mar 31, 26

-137

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

2.41K

Mar 31, 26

0.00%

ARS Investment Partners, LLC

2.41K

Mar 31, 26

0.00%

PRUDENT INVESTORS NETWORK, INC.

2.41K

Mar 31, 26

-14

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

2.40K

Mar 31, 26

-2.40K

0.00%

Ruggaard & Associates LLC

2.40K

Mar 31, 26

-1.01K

0.00%

Nadler Financial Group, Inc.

2.37K

Mar 31, 26

+2.37K

0.00%

CRA Financial Services, LLC

2.37K

Mar 31, 26

-9

0.00%

Garde Capital, Inc.

2.37K

Mar 31, 26

0.00%

Sensible Money, LLC

2.36K

Mar 31, 26

+19

0.00%

Evergreen Wealth Solutions, LLC

2.36K

Mar 31, 26

+2.36K

0.00%

APPLETON PARTNERS INC/MA

2.35K

Mar 31, 26

-257

0.00%

WEALTHGARDEN F.S. LLC

2.35K

Mar 31, 26

+505

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.35K

Mar 31, 26

0.00%

MITCHELL SINKLER & STARR/PA

2.35K

Mar 31, 26

0.00%

180 WEALTH ADVISORS, LLC

2.35K

Mar 31, 26

-2

0.00%

BARRETT & COMPANY, INC.

2.34K

Mar 31, 26

-154

0.00%

Occidental Asset Management, LLC

2.32K

Mar 31, 26

+185

0.00%

Continuum Advisory, LLC

2.32K

Mar 31, 26

-89

0.00%

Selective Wealth Management, Inc.

2.32K

Mar 31, 26

+170

0.00%

Tidemark, LLC

2.30K

Mar 31, 26

0.00%

Cranbrook Wealth Management, LLC

2.30K

Mar 31, 26

+70

0.00%

CV Advisors LLC

2.29K

Mar 31, 26

0.00%

Everstar Asset Management, LLC

2.29K

Mar 31, 26

+66

0.00%

Mengis Capital Management, Inc.

2.28K

Mar 31, 26

-648

0.00%

Crew Capital Management, Ltd.

2.28K

Mar 31, 26

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

2.26K

Mar 31, 26

0.00%

WealthSpring Partners, LLC

2.26K

Mar 31, 26

0.00%

SwitchPoint Financial Planning, LLC

2.25K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

2.25K

Mar 31, 26

+505

0.00%

Heartland Bank & Trust Co

2.25K

Mar 31, 26

+2.25K

0.00%

PROFFITT & GOODSON INC

2.24K

Mar 31, 26

0.00%

PERSONAL CFO SOLUTIONS, LLC

2.24K

Mar 31, 26

+2.24K

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

2.23K

Mar 31, 26

0.00%

Axis Wealth Partners, LLC

2.23K

Mar 31, 26

0.00%

Baltimore-Washington Financial Advisors, Inc.

2.23K

Mar 31, 26

+787

0.00%

BURKE & HERBERT BANK & TRUST CO

2.22K

Mar 31, 26

0.00%

ALTFEST L J & CO INC

2.22K

Mar 31, 26

0.00%

HEADINVEST, LLC

2.21K

Mar 31, 26

+13

0.00%

G&S Capital LLC

2.21K

Mar 31, 26

0.00%

Grove Street Fiduciary, LLC

2.21K

Mar 31, 26

0.00%

Francis Financial, Inc.

2.20K

Mar 31, 26

0.00%

RKL Wealth Management LLC

2.17K

Mar 31, 26

0.00%

Riverview Trust Co

2.15K

Mar 31, 26

0.00%

Texas Yale Capital Corp.

2.14K

Mar 31, 26

-15

0.00%

Rialto Wealth Management, LLC

2.14K

Mar 31, 26

+83

0.00%

Mason Investment Advisory Services, Inc.

2.14K

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

2.13K

Mar 31, 26

+2.13K

0.00%

Horizon Wealth Management, LLC

2.12K

Mar 31, 26

-388

0.00%

GARRISON POINT ADVISORS, LLC

2.11K

Mar 31, 26

0.00%

North Star Investment Management Corp.

2.10K

Mar 31, 26

+1.10K

0.00%

Cornerstone Wealth Management, LLC

2.09K

Mar 31, 26

+149

0.00%

Jacksonville Wealth Management, LLC

2.08K

Mar 31, 26

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.08K

Mar 31, 26

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

2.08K

Mar 31, 26

0.00%

SkyOak Wealth, LLC

2.08K

Mar 31, 26

0.00%

RCS Financial Planning, LLC

2.06K

Mar 31, 26

-660

0.00%

Linscomb & Williams, Inc.

2.05K

Mar 31, 26

+84

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

2.05K

Mar 31, 26

0.00%

Passive Capital Management, LLC.

2.05K

Mar 31, 26

0.00%

TCG Advisory Services, LLC

2.05K

Mar 31, 26

-252

0.00%

Confluence Wealth Services, Inc.

2.04K

Mar 31, 26

+16

0.00%

MYECFO, LLC

2.03K

Mar 31, 26

+2.03K

0.00%

GREENWOOD CAPITAL ASSOCIATES LLC

2.03K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.02K

Mar 31, 26

+16

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

2.02K

Mar 31, 26

+2.02K

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

2.01K

Mar 31, 26

-560

0.00%

TANDEM CAPITAL MANAGEMENT CORP /ADV

2.01K

Mar 31, 26

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

2.01K

Mar 31, 26

0.00%

Arcadia Wealth Management, Inc.

2.01K

Mar 31, 26

-32

0.00%

Coastal Bridge Advisors, LLC

2.00K

Mar 31, 26

-49

0.00%

Gradient Investments LLC

2.00K

Mar 31, 26

-108

0.00%

VILLERE ST DENIS J & CO LLC

2.00K

Mar 31, 26

-500

0.00%

Commonwealth Financial Services, LLC

1.99K

Mar 31, 26

0.00%

WealthTrust Axiom LLC

1.99K

Mar 31, 26

+48

0.00%

Allen Capital Group, LLC

1.98K

Mar 31, 26

+106

0.00%

Smith, Salley & Associates

1.97K

Mar 31, 26

0.00%

Crumly & Associates Inc.

1.97K

Mar 31, 26

0.00%

SOUTHERN CAPITAL ADVISORS, LLC

1.96K

Mar 31, 26

+16

0.00%

Next Level Wealth Planning, LLC

1.95K

Mar 31, 26

+593

0.00%

Argyle Capital Partners, LLC

1.95K

Mar 31, 26

-62

0.00%

Quotient Wealth Partners, LLC

1.95K

Mar 31, 26

-7

0.00%

FC Advisory LLC

1.92K

Mar 31, 26

-117

0.00%

Key FInancial Inc

1.91K

Mar 31, 26

0.00%

Westchester Capital Management, Inc.

1.91K

Mar 31, 26

0.00%

EXENCIAL WEALTH ADVISORS, LLC

1.91K

Mar 31, 26

0.00%

Lantz Financial LLC

1.91K

Mar 31, 26

+59

0.00%

Carmel Capital Partners, LLC

1.91K

Mar 31, 26

+1.91K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

1.91K

Mar 31, 26

-7

0.00%

Miller Financial Services LLC

1.90K

Mar 31, 26

+116

0.00%

Investor's Fiduciary Advisor Network, LLC

1.90K

Mar 31, 26

0.00%

Goelzer Investment Management, Inc.

1.90K

Mar 31, 26

0.00%

Eagle Strategies LLC

1.90K

Mar 31, 26

+15

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

1.88K

Mar 31, 26

-99

0.00%

Beacon Capital Management, LLC

1.87K

Mar 31, 26

0.00%

NOTTINGHAM ADVISORS, INC.

1.87K

Mar 31, 26

-10

0.00%

Raab & Moskowitz Asset Management LLC

1.87K

Mar 31, 26

-112

0.00%

SCRATCH CAPITAL LLC

1.86K

Mar 31, 26

-22

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.84K

Mar 31, 26

0.00%

Integrated Advisors Network LLC

1.84K

Mar 31, 26

-8.27K

0.00%

WFA of San Diego, LLC

1.84K

Mar 31, 26

-25

0.00%

Colonial Trust Advisors

1.82K

Mar 31, 26

0.00%

DEFINED WEALTH MANAGEMENT, LLC

1.82K

Mar 31, 26

0.00%

Ignite Planners, LLC

1.81K

Mar 31, 26

-47

0.00%

Rathbones Group PLC

1.80K

Mar 31, 26

0.00%

Mayfair Advisory Group, LLC

1.80K

Mar 31, 26

0.00%

PLANNING DIRECTIONS INC

1.80K

Mar 31, 26

-103

0.00%

PARAGON FINANCIAL PARTNERS, INC.

1.78K

Mar 31, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

1.78K

Mar 31, 26

0.00%

McDonough Capital Management, Inc

1.77K

Mar 31, 26

0.00%

Centennial Bank/AR/

1.77K

Mar 31, 26

0.00%

Summit Financial Wealth Advisors, LLC

1.76K

Mar 31, 26

0.00%

Sowell Financial Services LLC

1.76K

Mar 31, 26

-301

0.00%

Pinnacle Financial Group, LLC / IL

1.75K

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

1.75K

Mar 31, 26

+1.75K

0.00%

Allred Capital Management, LLC

1.75K

Mar 31, 26

0.00%

Wealth Management Partners, LLC

1.75K

Mar 31, 26

0.00%

Wealth Quarterback LLC

1.75K

Mar 31, 26

+1.75K

0.00%

BAILARD, INC.

1.75K

Mar 31, 26

0.00%

Nova R Wealth, Inc.

1.74K

Mar 31, 26

-8

0.00%

SEEDS INVESTOR LLC

1.74K

Mar 31, 26

+1.74K

0.00%

Wrenne Financial Planning LLC

1.74K

Mar 31, 26

-47

0.00%

McAdam, LLC

1.74K

Mar 31, 26

+1.74K

0.00%

NVWM, LLC

1.74K

Mar 31, 26

0.00%

Wealth Dimensions Group, Ltd.

1.73K

Mar 31, 26

-13

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.73K

Mar 31, 26

+1.37K

0.00%

Sound Income Strategies, LLC

1.73K

Mar 31, 26

+48

0.00%

Glassman Wealth Services

1.73K

Mar 31, 26

0.00%

Accel Wealth Management

1.73K

Mar 31, 26

0.00%

LRI Investments, LLC

1.72K

Mar 31, 26

-388

0.00%

tru Independence LLC

1.72K

Mar 31, 26

0.00%

Perennial Investment Advisors, LLC

1.71K

Mar 31, 26

-583

0.00%

OneAscent Financial Services LLC

1.71K

Mar 31, 26

+1.71K

0.00%

McKinley Carter Wealth Services, Inc.

1.71K

Mar 31, 26

0.00%

WealthCare Investment Partners, LLC

1.71K

Mar 31, 26

+301

0.00%

Heritage Investment Group, Inc.

1.70K

Mar 31, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

1.70K

Mar 31, 26

+98

0.00%

Northern Capital Management, Inc.

1.70K

Mar 31, 26

0.00%

BostonPremier Wealth LLC

1.69K

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

1.69K

Mar 31, 26

0.00%

Trust Point Inc.

1.68K

Mar 31, 26

-367

0.00%

Seven Springs Wealth Group, LLC

1.68K

Mar 31, 26

+10

0.00%

ETF Store, Inc.

1.67K

Mar 31, 26

0.00%

Retirement Solution Inc.

1.67K

Mar 31, 26

0.00%

Holos Integrated Wealth LLC

1.67K

Mar 31, 26

+1.67K

0.00%

Tradewinds, LLC.

1.67K

Mar 31, 26

0.00%

4J Wealth Management LLC

1.66K

Mar 31, 26

-245

0.00%

Invst, LLC

1.65K

Mar 31, 26

-9.00K

0.00%

Cornerstone Wealth Group, LLC

1.65K

Mar 31, 26

-16.84K

0.00%

SITTNER & NELSON, LLC

1.65K

Mar 31, 26

0.00%

Eaton Financial Holdings Company, LLC

1.63K

Mar 31, 26

+1.63K

0.00%

Clarity Capital Advisors, LLC

1.63K

Mar 31, 26

0.00%

Destination Wealth Management

1.63K

Mar 31, 26

+77

0.00%

Chevy Chase Trust Holdings, LLC

1.63K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

1.62K

Mar 31, 26

+254

0.00%

YARGER WEALTH STRATEGIES, LLC

1.62K

Mar 31, 26

0.00%

Operose Advisors LLC

1.62K

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.61K

Mar 31, 26

+132

0.00%

Bell Bank

1.61K

Mar 31, 26

+1.61K

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

1.60K

Mar 31, 26

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

1.60K

Mar 31, 26

0.00%

Johnson Financial Group, LLC

1.60K

Mar 31, 26

0.00%

Trademark Financial Management, LLC

1.59K

Mar 31, 26

-356

0.00%

Anchor Investment Management, LLC

1.59K

Mar 31, 26

+475

0.00%

Alpha Financial Advisors, LLC

1.58K

Mar 31, 26

0.00%

Ameritas Advisory Services, LLC

1.57K

Mar 31, 26

-2.04K

0.00%

Range Financial Group LLC

1.56K

Mar 31, 26

-261

0.00%

Equita Financial Network, Inc.

1.56K

Mar 31, 26

+1.56K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

1.56K

Mar 31, 26

+1.56K

0.00%

Signal Advisors Wealth, LLC

1.56K

Mar 31, 26

+1.56K

0.00%

Global Financial Private Client, LLC

1.55K

Mar 31, 26

0.00%

Adviser Investments LLC

1.54K

Mar 31, 26

+1.54K

0.00%

Clarity Wealth Advisors, LLC

1.53K

Mar 31, 26

-83

0.00%

Old North State Trust, LLC

1.53K

Mar 31, 26

+1.53K

0.00%

Sterling Investment Counsel, LLC

1.53K

Mar 31, 26

-233

0.00%

Measured Wealth Private Client Group, LLC

1.53K

Mar 31, 26

0.00%

Waterfront Wealth Inc.

1.52K

Mar 31, 26

0.00%

Trilogy Capital Inc.

1.51K

Mar 31, 26

-123

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

1.51K

Mar 31, 26

0.00%

Horizon Investment Services, LLC

1.50K

Mar 31, 26

0.00%

Disciplined Investments, LLC

1.50K

Mar 31, 26

-50

0.00%

LCNB CORP

1.50K

Mar 31, 26

0.00%

Laraway Financial Advisors Inc

1.50K

Mar 31, 26

+1.50K

0.00%

Vanguard Personalized Indexing Management, LLC

1.49K

Mar 31, 26

-233

0.00%

Capital Group Private Client Services, Inc.

1.49K

Mar 31, 26

0.00%

Lincoln Capital LLC

1.49K

Mar 31, 26

-24

0.00%

FIDELITY D & D BANCORP INC

1.48K

Mar 31, 26

+37

0.00%

Griffith & Werner, Inc.

1.48K

Mar 31, 26

-6

0.00%

Keebeck Wealth Management, LLC

1.48K

Mar 31, 26

0.00%

FAGAN ASSOCIATES, INC.

1.46K

Mar 31, 26

0.00%

Tudor Financial Inc.

1.46K

Mar 31, 26

+20

0.00%

WELCH & FORBES LLC

1.46K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.45K

Mar 31, 26

-18

0.00%

Frederick Financial Consultants, LLC

1.44K

Mar 31, 26

-108

0.00%

Kilter Group LLC

1.43K

Mar 31, 26

0.00%

Sterling Wealth Management, Inc.

1.42K

Mar 31, 26

-4

0.00%

Clear Creek Financial Management, LLC

1.42K

Mar 31, 26

-18

0.00%

West Branch Capital LLC

1.42K

Mar 31, 26

-370

0.00%

Magnus Financial Group LLC

1.42K

Mar 31, 26

-681

0.00%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

1.41K

Mar 31, 26

0.00%

KWB Wealth

1.40K

Mar 31, 26

0.00%

Community Financial Services Group, LLC

1.38K

Mar 31, 26

+1.38K

0.00%

Quest 10 Wealth Builders, Inc.

1.36K

Mar 31, 26

-21

0.00%

HHM Wealth Advisors, LLC

1.35K

Mar 31, 26

0.00%

Independence Bank of Kentucky

1.33K

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

1.31K

Mar 31, 26

0.00%

Burk Holdings LLC

1.28K

Mar 31, 26

+1.28K

0.00%

Corsicana & Co.

1.26K

Mar 31, 26

+103

0.00%

SYM FINANCIAL Corp

1.26K

Mar 31, 26

0.00%

United Community Bank

1.21K

Mar 31, 26

-148

0.00%

Millstone Evans Group, LLC

1.19K

Mar 31, 26

0.00%

West Financial Advisors, LLC

1.18K

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

1.14K

Mar 31, 26

0.00%

Core Alternative Capital

1.12K

Mar 31, 26

0.00%

Financial Perspectives, Inc

1.06K

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

1.05K

Mar 31, 26

0.00%

Mill Capital Management, LLC

1.03K

Mar 31, 26

0.00%

Perkins Coie Trust Co

1.02K

Mar 31, 26

0.00%

PITTENGER & ANDERSON INC

1.00K

Mar 31, 26

0.00%

3Chopt Investment Partners, LLC

1.00K

Mar 31, 26

0.00%

Triumph Capital Management

1.00K

Mar 31, 26

-565

0.00%

Federation des caisses Desjardins du Quebec

1.00K

Mar 31, 26

0.00%

Pacific Center for Financial Services

985

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

982

Mar 31, 26

0.00%

976

Mar 31, 26

0.00%

Strategic Financial Planning, Inc.

975

Mar 31, 26

+975

0.00%

SouthState Corp

938

Mar 31, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

928

Mar 31, 26

0.00%

Westend Capital Management, LLC

913

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

900

Mar 31, 26

+900

0.00%

ANGELES WEALTH MANAGEMENT, LLC

900

Mar 31, 26

+183

0.00%

ST GERMAIN D J CO INC

858

Mar 31, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

842

Mar 31, 26

-851

0.00%

Frazier Financial Advisors, LLC

834

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

819

Mar 31, 26

-4

0.00%

GLENMEDE TRUST CO NA

736

Mar 31, 26

-25

0.00%

Your Advocates Ltd., LLP

727

Mar 31, 26

-146

0.00%

Synergy Investment Management, LLC

724

Mar 31, 26

+724

0.00%

Rossby Financial, LCC

723

Mar 31, 26

-2

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

720

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

717

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

707

Mar 31, 26

0.00%

CITIGROUP INC

697

Mar 31, 26

-397

0.00%

ROTHSCHILD INVESTMENT LLC

687

Mar 31, 26

-1.51K

0.00%

First PREMIER Bank

686

Mar 31, 26

-50

0.00%

CHAPMAN FINANCIAL GROUP, LLC

683

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

673

Mar 31, 26

+178

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

627

Mar 31, 26

0.00%

CNB Bank

600

Mar 31, 26

0.00%

Rice Partnership, LLC

587

Mar 31, 26

0.00%

Orion Capital Management LLC

578

Mar 31, 26

+106

0.00%

Hurley Capital, LLC

578

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

571

Mar 31, 26

0.00%

PROSPERITY BANCSHARES INC

565

Mar 31, 26

0.00%

Pacifica Partners Inc.

551

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

537

Mar 31, 26

+10

0.00%

Crews Bank & Trust

530

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

510

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

500

Mar 31, 26

0.00%

LFA - Lugano Financial Advisors SA

497

Mar 31, 26

0.00%

Bay Harbor Wealth Management, LLC

488

Mar 31, 26

-100

0.00%

AMERIFLEX GROUP, INC.

482

Mar 31, 26

+75

0.00%

Redwood Park Advisors LLC

481

Mar 31, 26

+31

0.00%

Longview Financial Advisors LLC

480

Mar 31, 26

0.00%

Quent Capital, LLC

479

Mar 31, 26

-61

0.00%

SJS Investment Consulting Inc.

468

Mar 31, 26

+468

0.00%

Strategic Wealth Partners, Ltd.

466

Mar 31, 26

-136

0.00%

Addison Advisors LLC

463

Mar 31, 26

0.00%

Copia Wealth Management

450

Mar 31, 26

0.00%

Fairman Group, LLC

449

Mar 31, 26

0.00%

McIlrath & Eck, LLC

444

Mar 31, 26

-12

0.00%

Breakwater Investment Management

442

Mar 31, 26

0.00%

GoalVest Advisory LLC

430

Mar 31, 26

0.00%

1922 Investment Co LLC

423

Mar 31, 26

-256

0.00%

Main Street Group, LTD

417

Mar 31, 26

+417

0.00%

Winch Advisory Services, LLC

415

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

403

Mar 31, 26

0.00%

Financial Connections Group, Inc.

392

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

370

Mar 31, 26

0.00%

CURIO WEALTH, LLC

366

Mar 31, 26

0.00%

Activest Wealth Management

355

Mar 31, 26

+319

0.00%

IAG Wealth Partners, LLC

345

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

345

Mar 31, 26

+71

0.00%

Capital Investment Counsel, Inc

342

Mar 31, 26

0.00%

Integrity Financial Corp /WA

310

Mar 31, 26

0.00%

JPL Wealth Management, LLC

304

Mar 31, 26

+304

0.00%

First Pacific Financial

301

Mar 31, 26

+301

0.00%

Vanguard National Trust Co

301

Mar 31, 26

+301

0.00%

Nova Wealth Management, Inc.

300

Mar 31, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

300

Mar 31, 26

0.00%

Pflug Koory, LLC

296

Mar 31, 26

0.00%

High Note Wealth, LLC

283

Mar 31, 26

0.00%

Glassy Mountain Advisors, Inc.

281

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

270

Mar 31, 26

+270

0.00%

Kimelman & Baird, LLC

269

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

265

Mar 31, 26

+265

0.00%

ORG Wealth Partners, LLC

256

Mar 31, 26

-45

0.00%

Robbins Farley

254

Mar 31, 26

-95

0.00%

Providence Capital Advisors, LLC

249

Mar 31, 26

+249

0.00%

Trust Co

231

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

227

Mar 31, 26

+227

0.00%

Front Row Advisors LLC

225

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

223

Mar 31, 26

+39

0.00%

Barnes Dennig Private Wealth Management LLC

210

Mar 31, 26

0.00%

Financial Life Planners

205

Mar 31, 26

+205

0.00%

Greykasell Wealth Strategies, Inc.

200

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

199

Mar 31, 26

0.00%

Park Place Capital Corp

193

Mar 31, 26

+193

0.00%

PFS Partners, LLC

192

Mar 31, 26

0.00%

MCF Advisors LLC

192

Mar 31, 26

+17

0.00%

GODSEY & GIBB, INC

190

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

187

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

187

Mar 31, 26

-361

0.00%

Fortitude Family Office, LLC

186

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

184

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

183

Mar 31, 26

+83

0.00%

DHJJ Financial Advisors, Ltd.

172

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

171

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

171

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

165

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

162

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

162

Mar 31, 26

0.00%

RMG Wealth Management LLC

162

Mar 31, 26

+162

0.00%

Coastal Investment Advisors, Inc.

159

Mar 31, 26

-267

0.00%

CALDWELL SUTTER CAPITAL, INC.

157

Mar 31, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

152

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

151

Mar 31, 26

0.00%

Davis Capital Management

145

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

144

Mar 31, 26

-3.08K

0.00%

FIRST FINANCIAL CORP /IN/

140

Mar 31, 26

0.00%

Team Financial Group, LLC

140

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

133

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

129

Mar 31, 26

0.00%

Red Tortoise LLC

118

Mar 31, 26

0.00%

Cheviot Value Management, LLC

115

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

114

Mar 31, 26

0.00%

City State Bank

112

Mar 31, 26

0.00%

CoreFirst Bank & Trust

112

Mar 31, 26

0.00%

Versant Capital Management, Inc

111

Mar 31, 26

0.00%

Hilltop National Bank

110

Mar 31, 26

-91

0.00%

Missouri Trust & Investment Co

100

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+97

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

0.00%

Ulland Investment Advisors, LLC

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

Mar 31, 26

0.00%

GGM Financials LLC

Mar 31, 26

-28

0.00%

New Republic Capital, LLC

Mar 31, 26

0.00%

Graney & King, LLC

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mar 31, 26

0.00%

Roxbury Financial LLC

Mar 31, 26

0.00%

American Capital Advisory, LLC

Mar 31, 26

0.00%

GW&K Investment Management, LLC

Mar 31, 26

0.00%

ROSS\JOHNSON & Associates LLC

Mar 31, 26

0.00%

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

Mar 31, 26

-92

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

Mar 31, 26

+37

0.00%

DecisionPoint Financial, LLC

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

0.00%

COUNTRY TRUST BANK

Mar 31, 26

+25

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

Premier Financial Group

Mar 31, 26

0.00%

WEST PACES ADVISORS INC.

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

Mar 31, 26

+15

0.00%

QUADRANT CAPITAL GROUP LLC

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

Carolina Wealth Advisors, LLC

Mar 31, 26

0.00%

Cardinal Strategic Wealth Guidance

Mar 31, 26

-56

0.00%

Founders Capital Management

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

Mosley Wealth Management

Mar 31, 26

0.00%

SEVEN MILE ADVISORY

Mar 31, 26

-5.95K

McElhenny Sheffield Capital Management, LLC

Mar 31, 26

-97.39K

Connecticut Wealth Management, LLC

Mar 31, 26

-1.35K

Alhambra Investment Partners LLC

Mar 31, 26

-1.35K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-13.37K

WEALTHSPAN PARTNERS, LLC

Mar 31, 26

-1.35K

Worth Financial Advisory Group, LLC

Mar 31, 26

-1.89K

Wiser Advisor Group LLC

Mar 31, 26

-999

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-348

LOWE BROCKENBROUGH & CO INC

Mar 31, 26

-2

CVA Family Office, LLC

Mar 31, 26

-196

SILVERCREST ASSET MANAGEMENT GROUP LLC

Mar 31, 26

-2.06K

MARCO INVESTMENT MANAGEMENT LLC

Mar 31, 26

-1.40K

Cape Investment Advisory, Inc.

Mar 31, 26

-329

Tradition Wealth Management, LLC

Mar 31, 26

-1.39K

Richwood Investment Advisors, LLC

Mar 31, 26

-1.37K

Main Street Research LLC

Mar 31, 26

-3.40K

Clear Point Advisors Inc.

Mar 31, 26

-4.21K

Empowered Funds, LLC

Mar 31, 26

-5.74K

Traynor Capital Management, Inc.

Mar 31, 26

-2.35K

IFG Advisory, LLC

Mar 31, 26

-7.05K

Financial Management Professionals, Inc.

Mar 31, 26

-14.57K

RIVERSEDGE ADVISORS, LLC

Mar 31, 26

-1.43K

Centennial Wealth Advisory LLC

Mar 31, 26

-12.75K

Retirement Wealth Solutions LLC

Mar 31, 26

-450

Modus Advisors, LLC

Mar 31, 26

-37

Wealth Watch Advisors, INC

Mar 31, 26

-113

BSW Wealth Partners

Mar 31, 26

-2.20K

Alexis Investment Partners, LLC

Mar 31, 26

-378

FWL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-34

Saxony Capital Management, LLC

Mar 31, 26

-21.41K

Proficio Capital Partners LLC

Mar 31, 26

-6.52K

KM Capital Management Ltd.

Mar 31, 26

-147.27K

Charles Schwab Trust Co

Mar 31, 26

-1.60K

Canandaigua National Trust Co of Florida

Mar 31, 26

-4.03K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-63.15K

FIRST MERCHANTS CORP

Mar 31, 26

-1.39K

SCOTIA CAPITAL INC.

Mar 31, 26

-1.69K

Concord Wealth Partners

Mar 31, 26

-266

Parker Investment Management, LLC

Mar 31, 26

-1.37K

Canal Capital Management, LLC

Mar 31, 26

-1.87K

Dougherty Wealth Advisers LLC

Mar 31, 26

-66

ALERUS FINANCIAL NA

Mar 31, 26

-75

Essential Planning, LLC.

Mar 31, 26

-2.41K

BANK HAPOALIM BM

Mar 31, 26

-12.44K

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Mar 31, 26

-3.88K

Antonelli Financial Advisors, LLC

Mar 31, 26

-1.40K

BURNEY CO/

Mar 31, 26

-1.38K

SAPIENT CAPITAL LLC

Mar 31, 26

-4.23K

Gallacher Capital Management LLC

Mar 31, 26

-1.37K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.39K

PCA Investment Advisory Services Inc.

Mar 31, 26

-11.28K

Ledyard National Bank

Mar 31, 26

-1.57K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-40.53K

Pallas Capital Advisors LLC

Mar 31, 26

-1.52K

Diversify Advisory Services, LLC

Mar 31, 26

-20.01K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-23.26K

Arete Wealth Advisors, LLC

Mar 31, 26

-4.70K

ARQ WEALTH ADVISORS, LLC

Mar 31, 26

-1.37K

MASECO LLP

Mar 31, 26

-660

Paragon Advisors, LLC

Mar 31, 26

-3.44K

IVC Wealth Advisors LLC

Mar 31, 26

-2.45K

BALLAST ADVISORS LLC

Mar 31, 26

-663

L. Roy Papp & Associates, LLP

Mar 31, 26

-2.49K

Belpointe Asset Management LLC

Mar 31, 26

-4.35K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-7.62K

OPTIMA CAPITAL LLC

Mar 31, 26

-586

Broad Run Investment Management, LLC

Mar 31, 26

-18.66K

Elyxium Wealth, LLC

Mar 31, 26

-313

Beaird Harris Wealth Management, LLC

Mar 31, 26

-300

Kraft, Davis & Associates, LLC

Mar 31, 26

-1.43K

Compass Financial Services Inc

Mar 31, 26

-1.20K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-86.80K

COMMONS CAPITAL, LLC

Mar 31, 26

-3.22K

Inlight Wealth Management, LLC

Mar 31, 26

-899

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Mar 31, 26

-2.40K

Golden Reserve Retirement LLC

Mar 31, 26

-1.56K

GTS SECURITIES LLC

Mar 31, 26

-20.81K

Virtue Capital Management, LLC

Mar 31, 26

-29.29K

WealthPLAN Partners, LLC

Mar 31, 26

-1.59K

Madison Park Capital Advisors, LLC

Mar 31, 26

-1.84K

Hilltop Holdings Inc.

Mar 31, 26

-1.68K

JACKSON SQUARE CAPITAL, LLC

Mar 31, 26

-1.39K

Sivia Capital Partners, LLC

Mar 31, 26

-1.63K

Two West Capital Advisors LLC

Mar 31, 26

-1.68K

WorthPointe, LLC

Mar 31, 26

-3.60K

TCTC Holdings, LLC

Mar 31, 26

-601

Abundance Wealth Counselors

Mar 31, 26

-2.30K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.15K

Salvus Wealth Management, LLC

Mar 31, 26

-11.00K

Strategic Advocates LLC

Mar 31, 26

-33

HERITAGE OAK WEALTH ADVISORS LLC

Mar 31, 26

-34.56K

KWMG, LLC

Mar 31, 26

-7.05K

RESTON WEALTH MANAGEMENT LLC

Mar 31, 26

-1.35K

LAKE STREET FINANCIAL LLC

Mar 31, 26

-2.11K

O'Brien Wealth Partners LLC

447.67K

Dec 31, 25

-3.73K

0.08%

Vantage Financial Partners, LLC

434.35K

Dec 31, 25

+224

0.08%

NICOLET ADVISORY SERVICES, LLC

307.97K

Dec 31, 25

+38.47K

0.05%

Tolleson Wealth Management, Inc.

270.77K

Dec 31, 25

-2.96K

0.05%

Heritage Wealth Advisors

257.96K

Dec 31, 25

0.05%

COMERICA BANK

141.58K

Dec 31, 25

+3.67K

0.02%

Litman Gregory Wealth Management LLC

122.23K

Dec 31, 25

-3.45K

0.02%

Heritage Financial Services, LLC

122.16K

Dec 31, 25

-9.21K

0.02%

Global Retirement Partners, LLC

75.54K

Dec 31, 25

+4.02K

0.01%

Edge Financial Advisors LLC

63.57K

Dec 31, 25

-122.11K

0.01%

CANANDAIGUA NATIONAL BANK & TRUST CO

36.92K

Dec 31, 25

-1.62K

0.01%

VANGUARD GROUP INC

23.56K

Dec 31, 25

+2.58K

0.00%

CIBC Private Wealth Group, LLC

15.50K

Dec 31, 25

-104

0.00%

SageView Advisory Group, LLC

11.98K

Dec 31, 25

-141

0.00%

Running Point Capital Advisors, LLC

5.63K

Dec 31, 25

0.00%

Main Street Financial Solutions, LLC

3.49K

Dec 31, 25

-1.37K

0.00%

Long Run Wealth Advisors, LLC

3.38K

Dec 31, 25

+552

0.00%

High Falls Advisors, Inc

3.09K

Dec 31, 25

+189

0.00%

ORG Partners LLC

2.50K

Dec 31, 25

+212

0.00%

Principia Wealth Advisory, LLC

2.44K

Dec 31, 25

-36

0.00%

Alpha Cubed Investments, LLC

2.36K

Dec 31, 25

+481

0.00%

FineMark National Bank & Trust

1.89K

Dec 31, 25

+498

0.00%

TRANSATLANTIQUE PRIVATE WEALTH LLC

1.49K

Dec 31, 25

0.00%

Stark Wealth Management LLC

1.35K

Dec 31, 25

+1.35K

0.00%

TRUST CO OF VERMONT

488

Dec 31, 25

+225

0.00%

LM Advisors LLC

281

Dec 31, 25

-1.61K

0.00%

Motiv8 Investments LLC

213

Dec 31, 25

+213

0.00%

Pandora Wealth, Inc.

Dec 31, 25

-31

ROVIN CAPITAL /UT/ /ADV

Dec 31, 25

-1.75K

Total Wealth Planning, LLC

Dec 31, 25

-3.30K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.50K

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-688

Northwest Capital Management Inc

Dec 31, 25

-7.28K

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.23M

Sep 30, 25

+23.41K

0.22%

Pineridge Advisors LLC

315.95K

Sep 30, 25

-128.60K

0.06%

SMITH SHELLNUT WILSON LLC /ADV

97.26K

Sep 30, 25

-662

0.02%

Certus Wealth Management, LLC

55.42K

Sep 30, 25

-879

0.01%

SPC Financial, Inc.

36.78K

Sep 30, 25

+33.01K

0.01%

PINNACLE FINANCIAL PARTNERS INC

11.46K

Sep 30, 25

0.00%

Hemington Wealth Management

11.36K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

9.83K

Sep 30, 25

0.00%

Willow Creek Wealth Management Inc.

8.78K

Sep 30, 25

+975

0.00%

SYNOVUS FINANCIAL CORP

8.49K

Sep 30, 25

-212

0.00%

Apexium Financial, LP

8.20K

Sep 30, 25

-203

0.00%

PBMares Wealth Management LLC

7.16K

Sep 30, 25

-33

0.00%

Bristlecone Advisors, LLC

4.51K

Sep 30, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

4.36K

Sep 30, 25

0.00%

PITCAIRN CO

2.94K

Sep 30, 25

+2.94K

0.00%

Kathleen S. Wright Associates Inc.

2.84K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

2.59K

Sep 30, 25

+45

0.00%

Shorepoint Capital Partners LLC

2.53K

Sep 30, 25

+2.53K

0.00%

GRIES FINANCIAL LLC

2.19K

Sep 30, 25

-19.92K

0.00%

PALO ALTO WEALTH ADVISORS, LLC

1.35K

Sep 30, 25

+1.35K

0.00%

FSA Wealth Management LLC

1.29K

Sep 30, 25

0.00%

Glenmede Investment Management, LP

610

Sep 30, 25

+125

0.00%

Abich Financial Wealth Management LLC

428

Sep 30, 25

+428

0.00%

Lowe Wealth Advisors, LLC

281

Sep 30, 25

0.00%

Promus Capital, LLC

200

Sep 30, 25

0.00%

Stuart Chaussee & Associates, Inc.

149

Sep 30, 25

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-520

Financial Advocates Investment Management

Sep 30, 25

-1.78K

New Century Financial Group, LLC

Sep 30, 25

-2.06K

Guerra Advisors Inc

Sep 30, 25

-6.34K

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

327.41K

Jun 30, 25

+1.82K

0.06%

Northeast Financial Consultants Inc

166.25K

Jun 30, 25

+23

0.03%

PrairieView Partners, LLC

155.41K

Jun 30, 25

+22.14K

0.03%

AVANTAX ADVISORY SERVICES, INC.

144.88K

Jun 30, 25

+2.77K

0.03%

Atria Wealth Solutions, Inc.

49.64K

Jun 30, 25

-85.29K

0.01%

Tyler-Stone Wealth Management

45.69K

Jun 30, 25

-610

0.01%

DOHJ, LLC

35.79K

Jun 30, 25

-187.64K

0.01%

Kings Path Partners LLC

24.22K

Jun 30, 25

+1.34K

0.00%

KRAFT ASSET MANAGEMENT, LLC

21.07K

Jun 30, 25

-11.31K

0.00%

Capital Market Strategies LLC

18.71K

Jun 30, 25

-5.12K

0.00%

Summit X, LLC

15.78K

Jun 30, 25

+594

0.00%

Congress Wealth Management LLC / DE /

15.65K

Jun 30, 25

+2.86K

0.00%

Bordeaux Wealth Advisors LLC

15.43K

Jun 30, 25

0.00%

Graypoint LLC

8.04K

Jun 30, 25

-589

0.00%

Parkworth Wealth Management, Inc.

7.78K

Jun 30, 25

+1.33K

0.00%

Centricity Wealth Management, LLC

6.20K

Jun 30, 25

0.00%

Smith Anglin Financial, LLC

5.83K

Jun 30, 25

+3.15K

0.00%

Good Life Advisors, LLC

4.98K

Jun 30, 25

-341

0.00%

FORTE CAPITAL LLC /ADV

4.32K

Jun 30, 25

-2.22K

0.00%

First Horizon Advisors, Inc.

4.24K

Jun 30, 25

+164

0.00%

Financial Gravity Companies, Inc.

3.59K

Jun 30, 25

+3.59K

0.00%

J. W. Coons Advisors, LLC

3.54K

Jun 30, 25

0.00%

My Legacy Advisors, LLC

2.26K

Jun 30, 25

-198

0.00%

Semmax Financial Advisors Inc.

2.23K

Jun 30, 25

+34

0.00%

Moser Wealth Advisors, LLC

171

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-169

Orion Portfolio Solutions, LLC

453.89K

Mar 31, 25

+5.64K

0.08%

Wade Financial Advisory, Inc

92.63K

Mar 31, 25

+7.22K

0.02%

Schechter Investment Advisors, LLC

15.18K

Mar 31, 25

+5.91K

0.00%

Michael A. Dubis Financial Planning, LLC

13.94K

Mar 31, 25

0.00%

Coordinated Financial Services, Inc./CO

10.72K

Mar 31, 25

+10.72K

0.00%

Cable Hill Partners, LLC

9.03K

Mar 31, 25

-4.91K

0.00%

CAROLINAS WEALTH CONSULTING LLC

7.15K

Mar 31, 25

-71

0.00%

Transform Wealth, LLC

5.91K

Mar 31, 25

-369

0.00%

Vista Wealth Management Group, LLC

4.36K

Mar 31, 25

0.00%

Sandy Spring Bank

4.28K

Mar 31, 25

+88

0.00%

Safeguard Financial, LLC

4.24K

Mar 31, 25

0.00%

Marcum Wealth, LLC

3.44K

Mar 31, 25

-224

0.00%

Sabal Trust CO

2.86K

Mar 31, 25

0.00%

US FINANCIAL ADVISORS, LLC

1.84K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

769

Mar 31, 25

-5

0.00%

Delta Financial Group, Inc.

Mar 31, 25

-1.64K

Executive Wealth Management, LLC

515.98K

Dec 31, 24

-10.93K

0.09%

Riggs Capital Management LLC

34.59K

Dec 31, 24

+34.59K

0.01%

Geller Advisors LLC

16.77K

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

11.71K

Dec 31, 24

-516

0.00%

Cassady Schiller Wealth Management, LLC

11.19K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

9.81K

Dec 31, 24

-224

0.00%

Edge Capital Group, LLC

7.50K

Dec 31, 24

-159

0.00%

Private Portfolio Partners LLC

5.60K

Dec 31, 24

-60

0.00%

Merriman Wealth Management, LLC

5.09K

Dec 31, 24

-3.16K

0.00%

Carlson Capital Management

4.83K

Dec 31, 24

-351

0.00%

WMS Partners, LLC

2.58K

Dec 31, 24

+2.58K

0.00%

Maiden Cove Capital, LLC

1.56K

Dec 31, 24

+1.56K

0.00%

Kiely Wealth Advisory Group, Inc.

1.50K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

395

Dec 31, 24

+152

0.00%

WR Wealth Planners, LLC

280

Dec 31, 24

-1.13K

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.98K

Raymond James Financial Services Advisors, Inc.

1.65M

Sep 30, 24

+302.02K

0.29%

Pegasus Partners Ltd.

1.45M

Sep 30, 24

+26.70K

0.26%

RAYMOND JAMES & ASSOCIATES

636.62K

Sep 30, 24

+6.44K

0.11%

Divergent Wealth Advisors

122.48K

Sep 30, 24

-200

0.02%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

114.39K

Sep 30, 24

-2.30K

0.02%

Source Financial Advisors LLC

61.72K

Sep 30, 24

+1.10K

0.01%

Gateway Advisory, LLC

47.42K

Sep 30, 24

-516

0.01%

FinTrust Capital Advisors, LLC

41.00K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

17.11K

Sep 30, 24

+861

0.00%

SINECERA CAPITAL, LLC

16.43K

Sep 30, 24

0.00%

Family Asset Management, LLC

12.55K

Sep 30, 24

-29

0.00%

CIC Wealth, LLC

11.70K

Sep 30, 24

+21

0.00%

Axiom Advisory, LLC

11.43K

Sep 30, 24

+11.43K

0.00%

FORT PITT CAPITAL GROUP, LLC

8.38K

Sep 30, 24

0.00%

GYL FINANCIAL SYNERGIES, LLC

5.99K

Sep 30, 24

0.00%

Zega Financial, LLC

4.61K

Sep 30, 24

-37

0.00%

First Trust Direct Indexing L.P.

2.69K

Sep 30, 24

+18

0.00%

First Personal Financial Services

1.19K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

399

Sep 30, 24

+399

0.00%

Halpern Financial, Inc.

376

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

319

Sep 30, 24

+319

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

BlackRock Inc.

48.76M

Jun 30, 24

+5.30M

8.56%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.57M

Jun 30, 24

+377.23K

0.63%

OIKOS HOLDINGS LLC

328.48K

Jun 30, 24

-3.38K

0.06%

Vantage Financial Partners Ltd., Inc.

178.00K

Jun 30, 24

+41.48K

0.03%

Rain Capital Management, LLC

142.62K

Jun 30, 24

-4.00K

0.03%

Solano Wealth Management, Inc.

113.55K

Jun 30, 24

-10.85K

0.02%

HoyleCohen, LLC

2.52K

Jun 30, 24

-506

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.48K

Jun 30, 24

+314

0.00%

Private Ocean, LLC

1.37K

Jun 30, 24

+606

0.00%

ICA Group Wealth Management, LLC

155

Jun 30, 24

-309

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

129

Jun 30, 24

+129

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

101

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-104.38K

Credential Qtrade Securities Inc.

273.44K

Mar 31, 24

+9.23K

0.05%

Cetera Advisors LLC

270.09K

Mar 31, 24

+38.01K

0.05%

Cetera Advisor Networks LLC

243.45K

Mar 31, 24

+8.44K

0.04%

Cutler Group LLC / CA

73.79K

Mar 31, 24

+20.87K

0.01%

KEATING WEALTH MANAGEMENT LLC

33.55K

Mar 31, 24

+90

0.01%

InterOcean Capital Group, LLC

14.48K

Mar 31, 24

-381

0.00%

Bromfield Sneider Wealth Advisors

5.83K

Mar 31, 24

+1.70K

0.00%

Charles Schwab Investment Advisory, Inc.

4.05K

Mar 31, 24

+80

0.00%

Connectus Wealth, LLC

3.54K

Mar 31, 24

-31.79K

0.00%

Benedetti & Gucer, Inc.

2.96K

Mar 31, 24

-46

0.00%

SUMMIT FINANCIAL GROUP, INC.

2.31K

Mar 31, 24

0.00%

Retirement Group, LLC

478

Mar 31, 24

0.00%

Adroit Compliance, LLC

969.40K

Dec 31, 23

+969.40K

0.17%

Rollins Financial

98.19K

Dec 31, 23

-3.30K

0.02%

First Ascent Asset Management, LLC

52.62K

Dec 31, 23

+6.09K

0.01%

StrategIQ Financial Group, LLC

30.03K

Dec 31, 23

-942

0.01%

Simplicity Solutions, LLC

23.12K

Dec 31, 23

+839

0.00%

DB Wealth Management Group, LLC

16.66K

Dec 31, 23

+14.89K

0.00%

Day & Ennis, LLC

16.18K

Dec 31, 23

-9

0.00%

DFPG INVESTMENTS, LLC

8.80K

Dec 31, 23

-3.01K

0.00%

WADE G W & INC

6.05K

Dec 31, 23

+111

0.00%

Bartlett & Co. LLC

6.00K

Dec 31, 23

+640

0.00%

TELEMUS CAPITAL, LLC

5.10K

Dec 31, 23

0.00%

Ledge Wealth Management, Inc.

3.65K

Dec 31, 23

+864

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

3.61K

Dec 31, 23

+3.61K

0.00%

Baystate Wealth Management LLC

158

Dec 31, 23

+158

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

-80

0.00%

TIEDEMANN ADVISORS, LLC

1.88M

Sep 30, 23

-41.32K

0.33%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

370.26K

Sep 30, 23

-30.50K

0.06%

BRIGGS ADVISORY GROUP, INC.

276.50K

Sep 30, 23

+11.36K

0.05%

PATHSTONE FAMILY OFFICE, LLC

220.06K

Sep 30, 23

+8.18K

0.04%

COLONY GROUP LLC

217.61K

Sep 30, 23

-2.74K

0.04%

Cornerstone Retirement Group, Inc.

75.64K

Sep 30, 23

+75.64K

0.01%

Wealth Management Solutions, LLC

30.09K

Sep 30, 23

-336

0.01%

Windsor Group LTD

28.92K

Sep 30, 23

+198

0.01%

Milestone Advisory Partners

28.02K

Sep 30, 23

+3.73K

0.00%

Icon Wealth Partners, LLC

13.79K

Sep 30, 23

0.00%

ROTHSCHILD INVESTMENT CORP /IL

3.38K

Sep 30, 23

+3.38K

0.00%

Steward Financial Group LLC

2.81K

Sep 30, 23

0.00%

Truadvice, LLC

2.78K

Sep 30, 23

-9.46K

0.00%

ADVISOR PARTNERS II, LLC

2.37K

Sep 30, 23

-26

0.00%

Antonetti Capital Management LLC

815

Sep 30, 23

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

397

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-3.57K

Vident Investment Advisory, LLC

96.05K

Jun 30, 23

+3.54K

0.02%

BDO Wealth Advisors, LLC

85.91K

Jun 30, 23

+424

0.02%

First Capital Advisors Group, LLC.

47.28K

Jun 30, 23

+429

0.01%

TIAA, FSB

20.24K

Jun 30, 23

+383

0.00%

Silicon Hills Wealth Management, LLC

16.32K

Jun 30, 23

0.00%

Veritable, L.P.

9.87K

Jun 30, 23

0.00%

TimeScale Financial, Inc.

8.58K

Jun 30, 23

+24

0.00%

Kalos Management, Inc.

6.79K

Jun 30, 23

+278

0.00%

AJ WEALTH STRATEGIES, LLC

2.96K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

1.58K

Jun 30, 23

+425

0.00%

Baldrige Asset Management LLC

57.84K

Mar 31, 23

+1.58K

0.01%

Avalon Investment & Advisory

30.13K

Mar 31, 23

+324

0.01%

Barber Financial Group, Inc.

3.54K

Mar 31, 23

+14

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

645

Mar 31, 23

+645

0.00%

Personal Capital Advisors Corp

3.53M

Dec 31, 22

+2.06M

0.62%

ALLSTATE INVESTMENT MANAGEMENT CO

887.61K

Dec 31, 22

+887.61K

0.16%

Newman & Schimel, LLC

221.44K

Dec 31, 22

+10.28K

0.04%

Sanford Advisory Services, LLC

78.87K

Dec 31, 22

-15.11K

0.01%

Rex Capital Advisors, LLC

51.35K

Dec 31, 22

+51.35K

0.01%

GOFEN & GLOSSBERG LLC /IL/

28.06K

Dec 31, 22

-1.86K

0.00%

Autus Asset Management, LLC

14.16K

Dec 31, 22

-148

0.00%

Integrity Advisory, LLC

6.39K

Dec 31, 22

+145

0.00%

RESOLUTE FINANCIAL, LLC

5.55K

Dec 31, 22

+25

0.00%

CFO4Life, L.P.

4.60K

Dec 31, 22

+4.60K

0.00%

Capital Directions Investment Advisors, LLC

4.31K

Dec 31, 22

+4.31K

0.00%

REFRAME WEALTH, LLC

4.31K

Dec 31, 22

+4.31K

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

3.80K

Dec 31, 22

0.00%

BOENNING & SCATTERGOOD, INC.

2.85K

Dec 31, 22

-16

0.00%

F3Logic, LLC

2.54K

Dec 31, 22

0.00%

Gallagher Benefit Services, Inc.

2.54K

Dec 31, 22

+2.54K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

1.78K

Dec 31, 22

-45

0.00%

Sargent Bickham Lagudis LLC

1.28K

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

313

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-214

Claraphi Advisory Network, LLC

Dec 31, 22

-30.06K

Milliman Financial Risk Management LLC

4.21M

Sep 30, 22

-127.68K

0.74%

Louis-Dreyfus Family Office LLC

386.85K

Sep 30, 22

-190

0.07%

55I, LLC

375.39K

Sep 30, 22

+141.23K

0.07%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

315.04K

Sep 30, 22

+16.84K

0.06%

Hightower 6M Holding, LLC

264.42K

Sep 30, 22

-9.24K

0.05%

Portfolio Solutions, LLC

139.78K

Sep 30, 22

+77.98K

0.02%

Wealthsimple Inc.

138.80K

Sep 30, 22

-3.87K

0.02%

American Portfolios Advisors

85.95K

Sep 30, 22

-204.70K

0.02%

BLUESTEIN R H & CO LLC

80.24K

Sep 30, 22

-173

0.01%

RGT Wealth Advisors, LLC

39.99K

Sep 30, 22

-82.46K

0.01%

INVERNESS COUNSEL LLC /NY/

16.07K

Sep 30, 22

-378

0.00%

ACG Wealth

15.34K

Sep 30, 22

+1.96K

0.00%

REGENTATLANTIC CAPITAL LLC

14.92K

Sep 30, 22

+10.90K

0.00%

FourThought Financial, LLC

13.24K

Sep 30, 22

0.00%

Doyle Wealth Management

7.56K

Sep 30, 22

+241

0.00%

ROOSEVELT INVESTMENT GROUP LLC

5.42K

Sep 30, 22

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

4.15K

Sep 30, 22

0.00%

Round Table Services, LLC

3.74K

Sep 30, 22

0.00%

Kore Private Wealth LLC

2.70K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

1.30K

Sep 30, 22

+400

0.00%

Covington Capital Management

1.07K

Sep 30, 22

-91

0.00%

Spectrum Management Group, LLC

738

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

305

Sep 30, 22

-673

0.00%

KARLINSKI ANDREW C

180

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

140

Sep 30, 22

+140

0.00%

CPWM, LLC

Sep 30, 22

-4.43K

Brown Advisory Securities, LLC

Sep 30, 22

-4.68K

HYA Advisors, Inc

187.97K

Jun 30, 22

-5.47K

0.03%

Altium Wealth Management LLC

45.33K

Jun 30, 22

-1.43K

0.01%

Emerson Wealth, LLC

14.20K

Jun 30, 22

0.00%

Private Capital Group, LLC

13.67K

Jun 30, 22

-64.86K

0.00%

Pinnacle Private Wealth, LLC

10.46K

Jun 30, 22

-256

0.00%

ADVISOR PARTNERS LLC

4.50K

Jun 30, 22

-1.24K

0.00%

B. Riley Wealth Management, Inc.

2.73K

Jun 30, 22

+586

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

MURPHY CAPITAL MANAGEMENT INC

Jun 30, 22

-2.01K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.42M

Mar 31, 22

+89.63K

0.43%

Karn, Couzens & Associates, Inc.

20.53K

Mar 31, 22

-465

0.00%

Ferris Capital, LLC

18.65K

Mar 31, 22

0.00%

B, B, H, & B INC.

14.33K

Mar 31, 22

-26.40K

0.00%

PALLADIUM PARTNERS LLC

13.74K

Mar 31, 22

-405

0.00%

ELM ADVISORS, LLC

7.69K

Mar 31, 22

0.00%

Adams Chetwood Wealth Management LLC

6.65K

Mar 31, 22

+6.65K

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

3.72K

Mar 31, 22

-1.26K

0.00%

SVB Investment Services Inc.

3.72K

Mar 31, 22

-4

0.00%

Meristem Family Wealth, LLC

2.10K

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

620

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

274

Mar 31, 22

-3.69K

0.00%

Nauset Wealth Management. LLC

Mar 31, 22

+77

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-476

FIRST QUADRANT LLC/CA

Mar 31, 22

-604.33K

6 Meridian

212.04K

Dec 31, 21

-9.57K

0.04%

Carroll Financial Associates, Inc.

38.56K

Dec 31, 21

+8.02K

0.01%

VIVID FINANCIAL MANAGEMENT, INC.

37.39K

Dec 31, 21

-961

0.01%

NEXT Financial Group, Inc

24.40K

Dec 31, 21

+6.42K

0.00%

Asset Planning Services, Ltd.

16.04K

Dec 31, 21

-943

0.00%

Investors Financial Group, LLC

6.91K

Dec 31, 21

+1.81K

0.00%

REILLY FINANCIAL ADVISORS, LLC

2.16K

Dec 31, 21

-16

0.00%

Hayden Royal, LLC

1.96K

Dec 31, 21

+1.96K

0.00%

Homrich & Berg

657.07K

Sep 30, 21

-8.05K

0.12%

BHF RG Capital Inc.

155.09K

Sep 30, 21

+18.11K

0.03%

CEDAR CAPITAL, LLC

30.31K

Sep 30, 21

-541

0.01%

NorthCoast Asset Management LLC

12.66K

Sep 30, 21

-110

0.00%

LEVEL FOUR FINANCIAL, LLC

12.48K

Sep 30, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.72K

Sep 30, 21

-431

0.00%

Ameritas Investment Company, LLC

7.81K

Sep 30, 21

+517

0.00%

MANAGED ACCOUNT SERVICES INC

3.49K

Sep 30, 21

0.00%

Covenant Multifamily Offices, LLC

3.12K

Sep 30, 21

-40

0.00%

FARR MILLER & WASHINGTON LLC/DC

2.77K

Sep 30, 21

-1.03K

0.00%

DERBY & COMPANY, INC

2.40K

Sep 30, 21

0.00%

Berman Capital Advisors, LLC

221

Sep 30, 21

-295.53K

0.00%

AdvicePeriod, LLC

344.04K

Jun 30, 21

-10.65K

0.06%

Epstein & White Financial LLC

47.16K

Jun 30, 21

-2.77K

0.01%

Financial Consulate Inc.

19.57K

Jun 30, 21

+19.57K

0.00%

ARS Wealth Advisors, LLC

6.09K

Jun 30, 21

0.00%

Pinnacle Wealth Advisors

5.84K

Jun 30, 21

+5.84K

0.00%

Geier Asset Management, Inc.

4.32K

Jun 30, 21

+214

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

3.90K

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

2.21K

Jun 30, 21

0.00%

PNC Managed Account Solutions, Inc.

437

Jun 30, 21

+437

0.00%

Pinnacle Advisory Group, Inc.

23.29K

Mar 31, 21

+2.70K

0.00%

Paracle Advisors, LLC

4.85K

Mar 31, 21

0.00%

Lighthouse Financial Advisors, Inc.

3.83K

Mar 31, 21

-147

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

3.13K

Mar 31, 21

+3.13K

0.00%

Stewardship Financial Advisors, LLC

337

Mar 31, 21

-428

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

74.58K

Dec 31, 20

+10.44K

0.01%

OLD MISSION CAPITAL, LLC

3.39K

Dec 31, 20

+3.39K

0.00%

Winslow, Evans & Crocker, Inc.

890

Dec 31, 20

+445

0.00%

ETRADE Capital Management LLC

1.79M

Sep 30, 20

+30.50K

0.31%

First Allied Advisory Services, Inc.

328.62K

Sep 30, 20

-3.13K

0.06%

Wealthspire Advisors, L.P.

38.53K

Sep 30, 20

+28.47K

0.01%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

9.93K

Sep 30, 20

-67

0.00%

LifePlan Financial Group, Inc

9.91K

Sep 30, 20

+116

0.00%

KAYS FINANCIAL ADVISORY CORP /ADV

7.57K

Sep 30, 20

-1.40K

0.00%

Partnervest Advisory Services LLC

4.88K

Sep 30, 20

-1.99K

0.00%

Stearns Financial Services Group

4.36K

Sep 30, 20

+4.03K

0.00%

Independence Advisors, LLC

650

Sep 30, 20

0.00%

BRINKER CAPITAL INC

787.99K

Jun 30, 20

+7.85K

0.14%

Global Financial Private Capital, Inc

332.38K

Jun 30, 20

-381.26K

0.06%

TRUEWEALTH LLC

28.06K

Jun 30, 20

+9.56K

0.00%

Maxim Capital Management LLC

14.50K

Jun 30, 20

+1.60K

0.00%

Argent Wealth Management LLC

14.34K

Jun 30, 20

+44

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

3.07K

Jun 30, 20

+3.07K

0.00%

NewDay Solutions, LLC

Jun 30, 20

-4.79K

Lenox Wealth Management, Inc.

Jun 30, 20

-47

BOYS ARNOLD & CO INC

4.25K

Mar 31, 20

+4.25K

0.00%

Squar Milner Financial Services LLC

2.94K

Mar 31, 20

0.00%

CA Family Wealth, LLC

Mar 31, 20

-3.17K

Osborn Williams & Donohoe LLC

Mar 31, 20

-55.14K

Advisor Group, Inc.

1.54M

Dec 31, 19

-379.70K

0.27%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.43M

Dec 31, 19

+580.66K

0.25%

OptiFour Integrated Wealth Management, LLC

307.33K

Dec 31, 19

+249

0.05%

CXI Advisors

292.29K

Dec 31, 19

+292.29K

0.05%

CAPITAL ONE, NATIONAL ASSOCIATION

11.66K

Dec 31, 19

+11.66K

0.00%

Beacon Pointe Wealth Advisors, LLC

6.14K

Dec 31, 19

-12.65K

0.00%

BIEGEL & WALLER LLC

354.46K

Sep 30, 19

-1.32K

0.06%

BB&T SECURITIES, LLC

226.64K

Sep 30, 19

+4.72K

0.04%

SUNTRUST BANKS INC

100.30K

Sep 30, 19

+67.16K

0.02%

Wealth & Pension Services Group, Inc.

21.26K

Sep 30, 19

-16.14K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

18.63K

Sep 30, 19

+15.04K

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

16.57K

Sep 30, 19

0.00%

Shamrock Asset Management LLC

12.11K

Sep 30, 19

+3.86K

0.00%

Guidant Wealth Advisors

4.27K

Sep 30, 19

0.00%

Capital One Investing, Inc.

3.97K

Sep 30, 19

0.00%

KLS Professional Advisors Group, LLC

6.67M

Jun 30, 19

+4.30M

1.17%

Planning Solutions Group LLC

38.86K

Jun 30, 19

-480

0.01%

Stokes & Hubbell Capital Management, LLC

252.55K

Mar 31, 19

-52.72K

0.04%

NEXT Financial Holdings

10.17K

Mar 31, 19

+10.17K

0.00%

HL FINANCIAL SERVICES LLC

3.74K

Mar 31, 19

-2.98K

0.00%

WealthTrust Fairport, LLC

503

Mar 31, 19

+80

0.00%

Patriot Wealth Management, Inc.

173.06K

Dec 31, 18

+99.32K

0.03%

Sigma Investment Management Co

66.54K

Dec 31, 18

+66.54K

0.01%

CEDAR HILL ASSOCIATES, LLC

14.31K

Dec 31, 18

-2.79K

0.00%

Visionary Asset Management, Inc.

8.92K

Dec 31, 18

-359

0.00%

Opes Advisors Inc

4.76K

Dec 31, 18

-1.51K

0.00%

WealthTrust-Arizona, LLC

973

Dec 31, 18

+11

0.00%

COMERICA SECURITIES INC

Dec 31, 18

-9.47K

Vestpro Financial Partners, Inc. dba CPF Texas

85.04K

Sep 30, 18

-1.75K

0.01%

Mariner Wealth Advisors-Cincinnati, LLC

6.00K

Sep 30, 18

0.00%

RAND WEALTH, LLC

4.36K

Sep 30, 18

-552

0.00%

Edge Advisors, LLC

20.20K

Jun 30, 18

+1.25K

0.00%

Hefty Wealth Partners

158.26K

Mar 31, 18

-7.52K

0.03%

Oak Point Wealth Management

89.68K

Mar 31, 18

+14.23K

0.02%

Huntington Steele LLC

28.23K

Mar 31, 18

+2.04K

0.00%

Independence Trust CO

29.48K

Dec 31, 17

+1.98K

0.01%

IFC Holdings Incorporated/FL

18.76K

Dec 31, 17

-7.50K

0.00%

SII INVESTMENTS INC/WI

3.96K

Dec 31, 17

-16.75K

0.00%

BB&T INVESTMENT SERVICES, INC.

230

Dec 31, 17

+230

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-6.23K

NATIONAL PLANNING CORP

Dec 31, 17

-11.22K

Commonwealth Equity Services, Inc

1.68M

Jun 30, 17

+199.01K

0.29%

Geneva Advisors, LLC

97.57K

Jun 30, 17

-322

0.02%

WFG Advisors, LP

91.95K

Jun 30, 17

+1.25K

0.02%

Virtu KCG Holdings LLC

Jun 30, 17

-19.86K

Tiedemann Wealth Management Holdings, LLC

Jun 30, 17

-8.75K

CT Financial Advisors LLC

152

Mar 31, 17

+28

0.00%

BlackRock Fund Advisors

8.31M

Dec 31, 16

+8.31M

1.46%

BLACKROCK ADVISORS LLC

5.98M

Dec 31, 16

+1.02M

1.05%

BlackRock Investment Management, LLC

380.43K

Dec 31, 16

+84.53K

0.07%

BlackRock Institutional Trust Company, N.A.

323.67K

Dec 31, 16

-4.47K

0.06%

KEELEY ASSET MANAGEMENT CORP

66.00K

Dec 31, 16

0.01%

MSI Financial Services Inc

37.53K

Dec 31, 16

+1.89K

0.01%

HIGH POINT BANK & TRUST CO

4.60K

Dec 31, 16

0.00%

Aft, Forsyth & Sober, LLC

3.50K

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-6.45K

SOCIETE GENERALE

8.15K

Jun 30, 16

+8.15K

0.00%

Gupta Wealth Management LLC

1.28K

Mar 31, 16

+198

0.00%

Carnick & Kubik, LLC

304

Mar 31, 16

+304

0.00%

Pinnacle Summer Investments, Inc.

300

Dec 31, 15

-130

0.00%

J.P. Turner & Co Capital Mnagement, LLC

5.75K

Sep 30, 15

-16.31K

0.00%

CITY NATIONAL BANK

3.73K

Sep 30, 15

+3.73K

0.00%

FutureAdvisor, Inc.

3.62K

Sep 30, 15

-449

0.00%

MANAGED ACCOUNT ADVISORS LLC

5.89K

Jun 30, 15

+3.52K

0.00%

BAIRD ROBERT W & CO INC /WI/

2.19K

Mar 31, 15

0.00%

STANCORP INVESTMENT ADVISERS INC

2.02K

Mar 31, 15

0.00%

Placemark Investments, Inc.

36.89K

Dec 31, 14

+16.46K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

2.13K

Dec 31, 14

+654

0.00%

UBS AG

53.53K

Sep 30, 14

+3.42K

0.01%

KMS FINANCIAL SERVICES, INC

10.68K

Jun 30, 14

-21.35K

0.00%

Long Wharf Investors, Inc.

4.16K

Jun 30, 14

+4.16K

0.00%

Signator Financial Services, Inc.

Sep 30, 13

+45

0.00%

KNIGHT CAPITAL GROUP LLC

553.26K

Jun 30, 13

-38.17K

0.10%

CITY NATIONAL ROCHDALE, LLC

3.61K

Dec 31, 12

+3.61K

0.00%

First Allied Securities, Inc.

215

Jun 30, 12

0.00%