iShares Core S&P U.S. Growth ETF(IUSG)

$188.48—

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iShares Core S&P U.S. Growth ETF(IUSG)

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$188.48—

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IUSG(IUSG)

IUSG

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

53.52M

Jun 30, 26

+742.04K

30.80%

MORGAN STANLEY

14.65M

Jun 30, 26

+100.28K

8.43%

LPL Financial LLC

14.63M

Jun 30, 26

+247.66K

8.42%

JONES FINANCIAL COMPANIES LLLP

6.83M

Jun 30, 26

+88.13K

3.93%

ENVESTNET ASSET MANAGEMENT INC

3.17M

Jun 30, 26

+298.33K

1.82%

Merit Financial Group, LLC

2.09M

Jun 30, 26

+138.22K

1.20%

Ronald Blue Trust, Inc.

1.89M

Jun 30, 26

+21.00K

1.09%

JPMORGAN CHASE & CO

1.53M

Jun 30, 26

-40.54K

0.88%

RAYMOND JAMES FINANCIAL INC

1.48M

Jun 30, 26

+47.49K

0.85%

HighTower Advisors, LLC

1.47M

Jun 30, 26

+1.00M

0.84%

Kestra Investment Management, LLC

1.32M

Jun 30, 26

+189.15K

0.76%

UBS Group AG

1.31M

Jun 30, 26

-60.44K

0.75%

NATIXIS ADVISORS, L.P.

1.25M

Jun 30, 26

-96.90K

0.72%

ROYAL BANK OF CANADA

1.25M

Jun 30, 26

+26.94K

0.72%

PNC FINANCIAL SERVICES GROUP, INC.

1.22M

Jun 30, 26

+107.00K

0.70%

WELLS FARGO & COMPANY/MN

1.13M

Jun 30, 26

-4.38K

0.65%

Facet Wealth, Inc.

884.91K

Jun 30, 26

+70.92K

0.51%

BENJAMIN EDWARDS INC

825.43K

Jun 30, 26

+38.09K

0.48%

COMMONWEALTH EQUITY SERVICES, LLC

809.82K

Jun 30, 26

+33.04K

0.47%

FMR LLC

697.29K

Jun 30, 26

+959

0.40%

Cetera Investment Advisers

657.27K

Jun 30, 26

+19.19K

0.38%

BLAIR WILLIAM & CO/IL

501.35K

Jun 30, 26

+23.07K

0.29%

SHP Wealth Management

500.30K

Jun 30, 26

+3.66K

0.29%

CI Private Wealth, LLC

494.82K

Jun 30, 26

+51.17K

0.28%

AMERIPRISE FINANCIAL INC

480.74K

Jun 30, 26

+87.28K

0.28%

CITIZENS FINANCIAL GROUP INC/RI

437.27K

Jun 30, 26

-12.29K

0.25%

ADVISOR GROUP HOLDINGS, INC.

420.12K

Jun 30, 26

+41.26K

0.24%

Allworth Financial LP

415.17K

Jun 30, 26

-15.88K

0.24%

Madison Wealth Partners, Inc

409.92K

Jun 30, 26

-632

0.24%

Legacy Financial Group LLC

372.78K

Jun 30, 26

+32.43K

0.21%

Evergreen Wealth Solutions, LLC

365.11K

Jun 30, 26

+82.44K

0.21%

Modera Wealth Management, LLC

354.96K

Jun 30, 26

+2.63K

0.20%

HOWE & RUSLING INC

339.86K

Jun 30, 26

+1.12K

0.20%

Tanglewood Legacy Advisors, LLC

335.93K

Jun 30, 26

-285

0.19%

RMB Capital Management, LLC

332.07K

Jun 30, 26

+51.58K

0.19%

Tennessee Valley Asset Management Partners

329.31K

Jun 30, 26

-1.69K

0.19%

Cardinal Strategic Wealth Guidance

289.90K

Jun 30, 26

-49.32K

0.17%

Bleakley Financial Group, LLC

267.47K

Jun 30, 26

+1.74K

0.15%

Equitable Holdings, Inc.

265.01K

Jun 30, 26

+16.93K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

260.29K

Jun 30, 26

+6.83K

0.15%

Charles Schwab Trust Co

254.31K

Jun 30, 26

-27.64K

0.15%

DDFG, Inc

252.70K

Jun 30, 26

-20.79K

0.15%

Gotham Asset Management, LLC

243.79K

Jun 30, 26

+108.11K

0.14%

Aurdan Capital Management, LLC

243.75K

Jun 30, 26

+1.28K

0.14%

PRINCIPAL SECURITIES, INC.

231.84K

Jun 30, 26

-22.36K

0.13%

HILLTOP WEALTH ADVISORS, LLC

228.40K

Jun 30, 26

-12.85K

0.13%

Veracity Capital LLC

227.40K

Jun 30, 26

-806

0.13%

ALLIANCEBERNSTEIN L.P.

226.54K

Jun 30, 26

-2.06K

0.13%

VOISARD ASSET MANAGEMENT GROUP, INC.

219.33K

Jun 30, 26

+4.42K

0.13%

Private Advisor Group, LLC

216.56K

Jun 30, 26

+3.65K

0.12%

WESTWOOD HOLDINGS GROUP INC

214.79K

Jun 30, 26

+176.29K

0.12%

Helen Stephens Group, LLC

211.34K

Jun 30, 26

+13.02K

0.12%

SCS Capital Management LLC

204.04K

Jun 30, 26

+395

0.12%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

202.07K

Jun 30, 26

+31.59K

0.12%

Janney Montgomery Scott LLC

198.10K

Jun 30, 26

+111.19K

0.11%

Kestra Advisory Services, LLC

195.32K

Jun 30, 26

-19.54K

0.11%

Rockefeller Capital Management L.P.

192.18K

Jun 30, 26

+1.66K

0.11%

CUTLER INVESTMENT COUNSEL LLC

189.38K

Jun 30, 26

+1.22K

0.11%

Atlantic Union Bankshares Corp

187.87K

Jun 30, 26

-10.92K

0.11%

Valmark Advisers, Inc.

179.66K

Jun 30, 26

-8.20K

0.10%

Colony Group, LLC

179.64K

Jun 30, 26

-2.81K

0.10%

ForthRight Wealth Management, LLC

171.92K

Jun 30, 26

-1.63K

0.10%

Integrated Wealth Concepts LLC

170.16K

Jun 30, 26

+38.02K

0.10%

MML INVESTORS SERVICES, LLC

166.33K

Jun 30, 26

+29.67K

0.10%

Sanctuary Advisors, LLC

163.13K

Jun 30, 26

+6.29K

0.09%

NorthStar Asset Management LLC /NJ/

161.63K

Jun 30, 26

+11.32K

0.09%

CX Institutional

154.48K

Jun 30, 26

-12.25K

0.09%

Madison Asset Management, LLC

151.35K

Jun 30, 26

+30.07K

0.09%

Goldstone Financial Group, LLC

147.93K

Jun 30, 26

+12.43K

0.09%

Alliance Private Wealth, LLC

147.48K

Jun 30, 26

-9.08K

0.08%

Bank of New York Mellon Corp

143.17K

Jun 30, 26

+6.10K

0.08%

Waldron Private Wealth LLC

142.38K

Jun 30, 26

-18.48K

0.08%

Spire Wealth Management

138.36K

Jun 30, 26

-185

0.08%

STIFEL FINANCIAL CORP

138.17K

Jun 30, 26

+381

0.08%

GOLDMAN SACHS GROUP INC

137.91K

Jun 30, 26

+4.75K

0.08%

Strategies Wealth Advisors, LLC

134.54K

Jun 30, 26

-15.69K

0.08%

DOLIVER ADVISORS, LP

129.74K

Jun 30, 26

-85

0.07%

Hudock, Inc.

128.03K

Jun 30, 26

-1.37K

0.07%

Atria Investments, Inc

127.60K

Jun 30, 26

+5.03K

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

122.71K

Jun 30, 26

+3.16K

0.07%

Horizon Investments, LLC

122.13K

Jun 30, 26

-114.92K

0.07%

Concurrent Investment Advisors, LLC

120.37K

Jun 30, 26

+3.31K

0.07%

Adviser Investments LLC

119.22K

Jun 30, 26

+372

0.07%

Birchcreek Wealth Management, LLC

118.41K

Jun 30, 26

-235

0.07%

Cambridge Investment Research Advisors, Inc.

118.30K

Jun 30, 26

-67.34K

0.07%

ZRC WEALTH MANAGEMENT, LLC

118.22K

Jun 30, 26

+380

0.07%

Systelligence, LLC

112.58K

Jun 30, 26

+112.58K

0.06%

Petix & Botte Co

104.98K

Jun 30, 26

-16.64K

0.06%

PCA Investment Advisory Services Inc.

101.56K

Jun 30, 26

+1.33K

0.06%

Canvas Wealth Advisors, LLC

101.56K

Jun 30, 26

+2.16K

0.06%

Richard W. Paul & Associates, LLC

100.70K

Jun 30, 26

-34

0.06%

BlackRock, Inc.

95.53K

Jun 30, 26

-2.51K

0.05%

Mascoma Wealth Management LLC

91.74K

Jun 30, 26

+561

0.05%

Main Street Financial Solutions, LLC

90.84K

Jun 30, 26

+107

0.05%

CAPTRUST FINANCIAL ADVISORS

90.06K

Jun 30, 26

+1.90K

0.05%

ERTS Wealth Advisors, LLC

88.55K

Jun 30, 26

-3.31K

0.05%

Financial Council Asset Management Inc

85.95K

Jun 30, 26

+79

0.05%

Creative Planning

84.72K

Jun 30, 26

+4.88K

0.05%

IHT Wealth Management, LLC

82.37K

Jun 30, 26

-170

0.05%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

81.36K

Jun 30, 26

-17.08K

0.05%

VestGen Advisors, LLC

80.94K

Jun 30, 26

-78.01K

0.05%

FIFTH THIRD BANCORP

80.38K

Jun 30, 26

-725

0.05%

Cosner Financial Group, LLC

79.29K

Jun 30, 26

+1.41K

0.05%

Allspring Global Investments Holdings, LLC

79.02K

Jun 30, 26

-16.28K

0.05%

STEVENS CAPITAL PARTNERS

78.15K

Jun 30, 26

-11.88K

0.04%

Gallagher Fiduciary Advisors, LLC

77.90K

Jun 30, 26

+13.86K

0.04%

Stratos Wealth Partners, LTD.

77.89K

Jun 30, 26

+3.93K

0.04%

Foundry Financial Group, Inc.

77.42K

Jun 30, 26

+1.63K

0.04%

NORTHERN TRUST CORP

76.34K

Jun 30, 26

+57.49K

0.04%

IFG Advisory, LLC

75.86K

Jun 30, 26

+75.86K

0.04%

Brio Consultants, LLC

75.49K

Jun 30, 26

-881

0.04%

IRONWOOD WEALTH MANAGEMENT, INC.

75.30K

Jun 30, 26

-615

0.04%

Macro Advisors, Inc.

74.91K

Jun 30, 26

+4.62K

0.04%

Cresset Asset Management, LLC

72.81K

Jun 30, 26

+10.84K

0.04%

Seven Springs Wealth Group, LLC

72.30K

Jun 30, 26

+6.19K

0.04%

Resources Investment Advisors, LLC.

72.22K

Jun 30, 26

-362

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

70.81K

Jun 30, 26

+17.56K

0.04%

TD PRIVATE CLIENT WEALTH LLC

68.94K

Jun 30, 26

+6.51K

0.04%

Allianz Asset Management GmbH

67.78K

Jun 30, 26

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

66.61K

Jun 30, 26

-1.62K

0.04%

Savant Capital, LLC

66.49K

Jun 30, 26

+904

0.04%

Global Strategic Investment Solutions, LLC

63.77K

Jun 30, 26

+19

0.04%

Arkadios Wealth Advisors

62.84K

Jun 30, 26

+7.06K

0.04%

Baird Financial Group, Inc.

61.94K

Jun 30, 26

-3.98K

0.04%

BOS Asset Management, LLC

61.09K

Jun 30, 26

-15.84K

0.04%

Quent Capital, LLC

60.60K

Jun 30, 26

-2.00K

0.03%

Johnson Financial Group, Inc.

59.54K

Jun 30, 26

+52.16K

0.03%

Beacon Pointe Advisors, LLC

56.95K

Jun 30, 26

+4.15K

0.03%

TRUIST FINANCIAL CORP

55.56K

Jun 30, 26

-3.05K

0.03%

AQR CAPITAL MANAGEMENT LLC

50.63K

Jun 30, 26

+20.27K

0.03%

Bawa N Mallick Trust

50.25K

Jun 30, 26

+13.27K

0.03%

Banque Transatlantique SA

50.12K

Jun 30, 26

+50.12K

0.03%

South Shore Capital Advisors

49.86K

Jun 30, 26

+310

0.03%

NewEdge Advisors, LLC

48.94K

Jun 30, 26

-1.33K

0.03%

Mariner, LLC

48.73K

Jun 30, 26

-19.35K

0.03%

MOTIVE WEALTH ADVISORS

48.46K

Jun 30, 26

-439

0.03%

Phoenix Wealth Advisors

48.41K

Jun 30, 26

+1.86K

0.03%

Perigon Wealth Management, LLC

48.11K

Jun 30, 26

-556

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

45.80K

Jun 30, 26

+2.48K

0.03%

Spectrum Wealth Advisory Group, LLC

45.56K

Jun 30, 26

-81

0.03%

LEGACY SOLUTIONS, LLC

44.45K

Jun 30, 26

-44

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

43.84K

Jun 30, 26

+9.03K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

43.64K

Jun 30, 26

+218

0.03%

Merkkuri Wealth Advisors LLC

42.80K

Jun 30, 26

+4.46K

0.02%

HRT FINANCIAL LP

42.00K

Jun 30, 26

+5.77K

0.02%

Vident Advisory, LLC

41.98K

Jun 30, 26

-78

0.02%

PARK AVENUE SECURITIES LLC

41.75K

Jun 30, 26

+20.43K

0.02%

Amplius Wealth Advisors, LLC

41.30K

Jun 30, 26

-990

0.02%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

41.01K

Jun 30, 26

-12

0.02%

Advisory Services Network, LLC

40.40K

Jun 30, 26

+842

0.02%

Ackerman Capital Advisors, LLC

40.28K

Jun 30, 26

+289

0.02%

Able Wealth Management LLC

40.17K

Jun 30, 26

+232

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

39.41K

Jun 30, 26

+2.11K

0.02%

Global Retirement Partners, LLC

37.78K

Jun 30, 26

+37.78K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.61K

Jun 30, 26

+127

0.02%

Diversify Advisory Services, LLC

37.61K

Jun 30, 26

+37.61K

0.02%

Endowment Wealth Management, Inc.

36.94K

Jun 30, 26

+1.84K

0.02%

Cornerstone Advisory, LLC

36.27K

Jun 30, 26

-124

0.02%

Old Mission Investment Co LLC

36.10K

Jun 30, 26

+36.10K

0.02%

First Heartland Consultants, Inc.

35.10K

Jun 30, 26

-455

0.02%

Rooted Wealth Advisors, Inc.

34.79K

Jun 30, 26

+2.37K

0.02%

DEUTSCHE BANK AG\

33.93K

Jun 30, 26

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

33.60K

Jun 30, 26

-1.16K

0.02%

BANK OF MONTREAL /CAN/

33.44K

Jun 30, 26

-349

0.02%

MCDONALD PARTNERS LLC

32.00K

Jun 30, 26

0.02%

1900 WEALTH MANAGEMENT LLC

31.53K

Jun 30, 26

-1.33K

0.02%

Essex Financial Services, Inc.

30.66K

Jun 30, 26

+108

0.02%

OpenArc Corporate Advisory, LLC

30.60K

Jun 30, 26

-1.92K

0.02%

Lido Advisors, LLC

30.57K

Jun 30, 26

-3.94K

0.02%

FORTRESS FINANCIAL GROUP, LLC

30.55K

Jun 30, 26

-65.78K

0.02%

Windward Private Wealth Management Inc.

30.40K

Jun 30, 26

-189

0.02%

Cornell Pochily Investment Advisors, Inc.

29.67K

Jun 30, 26

-417

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

29.42K

Jun 30, 26

-61

0.02%

Garde Capital, Inc.

29.32K

Jun 30, 26

-678

0.02%

Independence Financial Advisors, LLC

29.12K

Jun 30, 26

-10.90K

0.02%

Quantinno Capital Management LP

29.02K

Jun 30, 26

+374

0.02%

Flagship Private Wealth, LLC

29.00K

Jun 30, 26

+991

0.02%

WealthShield Partners, LLC

28.94K

Jun 30, 26

+687

0.02%

Columbus Macro, LLC

28.86K

Jun 30, 26

+2.56K

0.02%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

28.73K

Jun 30, 26

-2.38K

0.02%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

28.61K

Jun 30, 26

-3.96K

0.02%

Sixth Street Partners Management Company, L.P.

28.61K

Jun 30, 26

+28.61K

0.02%

ASPIRIANT, LLC

28.29K

Jun 30, 26

+506

0.02%

Stonebridge Financial Planning Group, LLC

28.16K

Jun 30, 26

-303

0.02%

Neumann Capital Management, LLC

27.87K

Jun 30, 26

+50

0.02%

JMG Financial Group, Ltd.

27.81K

Jun 30, 26

+1.50K

0.02%

Greenline Partners, LLC

27.57K

Jun 30, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

27.54K

Jun 30, 26

-135

0.02%

CIBC Bancorp USA Inc.

27.17K

Jun 30, 26

+7.42K

0.02%

MAI Capital Management

27.12K

Jun 30, 26

+20.77K

0.02%

Midwest Trust Co

27.05K

Jun 30, 26

+1.22K

0.02%

TRANSCEND CAPITAL ADVISORS, LLC

26.91K

Jun 30, 26

+4.01K

0.02%

M&T BANK CORP

26.82K

Jun 30, 26

-1.19K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.18K

Jun 30, 26

+26.18K

0.02%

Kingsview Wealth Management, LLC

25.82K

Jun 30, 26

+6.25K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

25.57K

Jun 30, 26

+476

0.01%

US BANCORP \DE\

25.28K

Jun 30, 26

-1.58K

0.01%

HB Wealth Management, LLC

25.20K

Jun 30, 26

+390

0.01%

Omega Financial Group, LLC

25.02K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

25.00K

Jun 30, 26

+583

0.01%

Clearstead Advisors, LLC

24.47K

Jun 30, 26

-12.30K

0.01%

Golden State Wealth Management, LLC

23.29K

Jun 30, 26

0.01%

Valpey Financial Services, LLC

22.88K

Jun 30, 26

-240

0.01%

Americana Partners, LLC

22.86K

Jun 30, 26

-48

0.01%

TD Waterhouse Canada Inc.

22.80K

Jun 30, 26

-9

0.01%

Prospera Financial Services Inc

22.75K

Jun 30, 26

+2.08K

0.01%

BAILARD, INC.

22.63K

Jun 30, 26

+406

0.01%

CENTRAL TRUST Co

22.58K

Jun 30, 26

-147

0.01%

William Howard & Co Financial Advisors Inc

22.57K

Jun 30, 26

0.01%

Western Wealth Management, LLC

22.52K

Jun 30, 26

-5

0.01%

Steward Partners Investment Advisory, LLC

22.15K

Jun 30, 26

-394

0.01%

IEQ CAPITAL, LLC

21.98K

Jun 30, 26

+437

0.01%

Van Diest Capital, LLC

21.80K

Jun 30, 26

+6.84K

0.01%

EP Wealth Advisors, LLC

21.69K

Jun 30, 26

+4.57K

0.01%

Trek Financial, LLC

21.30K

Jun 30, 26

+206

0.01%

Colorado Capital Management, Inc.

21.05K

Jun 30, 26

-521

0.01%

Brinker Capital Investments, LLC

20.93K

Jun 30, 26

+277

0.01%

D.A. DAVIDSON & CO.

20.85K

Jun 30, 26

-13.01K

0.01%

Bulwark Capital Corp

20.84K

Jun 30, 26

+406

0.01%

Caprock Group, LLC

20.63K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

20.02K

Jun 30, 26

-400

0.01%

Ameritas Advisory Services, LLC

19.83K

Jun 30, 26

+11.65K

0.01%

RFG Advisory, LLC

19.50K

Jun 30, 26

+1.63K

0.01%

Sovereign Financial Group, Inc.

19.35K

Jun 30, 26

-388

0.01%

Eagle Strategies LLC

19.21K

Jun 30, 26

-178

0.01%

JANE STREET GROUP, LLC

18.91K

Jun 30, 26

+3.32K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

18.87K

Jun 30, 26

-201

0.01%

HARBOUR INVESTMENTS, INC.

18.80K

Jun 30, 26

+1.03K

0.01%

RASP WEALTH SOLUTIONS, LLC

18.79K

Jun 30, 26

+18.79K

0.01%

SEEDS INVESTOR LLC

18.73K

Jun 30, 26

+3.14K

0.01%

Stokes Family Office, LLC

18.41K

Jun 30, 26

-4.73K

0.01%

PRIVATE TRUST CO NA

18.26K

Jun 30, 26

-395

0.01%

HighPoint Advisor Group LLC

17.66K

Jun 30, 26

+596

0.01%

Sigma Planning Corp

17.37K

Jun 30, 26

+1.99K

0.01%

CITADEL ADVISORS LLC

17.20K

Jun 30, 26

+17.20K

0.01%

NICOLET BANKSHARES INC

17.02K

Jun 30, 26

+1.96K

0.01%

NEW WAVE WEALTH ADVISORS LLC

16.97K

Jun 30, 26

-1.42K

0.01%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

16.95K

Jun 30, 26

-474

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

16.88K

Jun 30, 26

-1.04K

0.01%

NBT BANK N A /NY

16.54K

Jun 30, 26

-108.06K

0.01%

CAHILL FINANCIAL ADVISORS INC

16.51K

Jun 30, 26

-25

0.01%

TriaGen Wealth Management LLC

16.48K

Jun 30, 26

-409

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

16.41K

Jun 30, 26

-1.85K

0.01%

Integrated Advisors Network LLC

16.03K

Jun 30, 26

+8.78K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

15.68K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

15.53K

Jun 30, 26

+6.44K

0.01%

Vestmark Advisory Solutions, Inc.

15.44K

Jun 30, 26

-16.55K

0.01%

Watchman Group, Inc.

15.07K

Jun 30, 26

-237

0.01%

Biondo Investment Advisors, LLC

14.95K

Jun 30, 26

+976

0.01%

Provenance Wealth Advisors, LLC

14.76K

Jun 30, 26

+2.33K

0.01%

OPPENHEIMER & CO INC

14.71K

Jun 30, 26

+2.54K

0.01%

Mount Yale Investment Advisors, LLC

14.69K

Jun 30, 26

-17.30K

0.01%

Keenan, LLC

14.60K

Jun 30, 26

-1.86K

0.01%

PLANNING DIRECTIONS INC

14.56K

Jun 30, 26

-303

0.01%

PFG Advisors

14.21K

Jun 30, 26

-1.82K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

14.19K

Jun 30, 26

0.01%

BRIGHTON JONES LLC

13.84K

Jun 30, 26

+1.85K

0.01%

NewEdge Wealth, LLC

13.79K

Jun 30, 26

+286

0.01%

MGO ONE SEVEN LLC

13.73K

Jun 30, 26

-1.29K

0.01%

Farther Finance Advisors, LLC

13.65K

Jun 30, 26

-1.11K

0.01%

Topel & Distasi Wealth Management, LLC

13.63K

Jun 30, 26

0.01%

Vise Technologies, Inc.

13.37K

Jun 30, 26

+3.71K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

13.17K

Jun 30, 26

+1.12K

0.01%

Navigation Group, LLC

12.62K

Jun 30, 26

0.01%

Cerity Partners LLC

12.43K

Jun 30, 26

+397

0.01%

Catalytic Wealth RIA, LLC

12.34K

Jun 30, 26

+305

0.01%

BCS Wealth Management

12.30K

Jun 30, 26

+341

0.01%

Summit Financial, LLC

12.26K

Jun 30, 26

-4.08K

0.01%

White Lighthouse Investment Management Inc.

12.26K

Jun 30, 26

-65

0.01%

RFG - Bristol Wealth Advisors, LLC

12.14K

Jun 30, 26

-400

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

12.02K

Jun 30, 26

-3.77K

0.01%

XTX Topco Ltd

11.94K

Jun 30, 26

+11.94K

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

11.77K

Jun 30, 26

+2.23K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

11.73K

Jun 30, 26

-24

0.01%

Holistic Planning, LLC

11.67K

Jun 30, 26

+1.16K

0.01%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

11.61K

Jun 30, 26

+796

0.01%

BEAM WEALTH ADVISORS, INC.

11.49K

Jun 30, 26

-1.74K

0.01%

Sequoia Financial Advisors, LLC

11.43K

Jun 30, 26

-106

0.01%

Perennial Investment Advisors, LLC

11.39K

Jun 30, 26

+2.73K

0.01%

Inspire Advisors, LLC

11.17K

Jun 30, 26

+3.82K

0.01%

Sterling Investment Counsel, LLC

11.13K

Jun 30, 26

-1.48K

0.01%

St. Clair Advisors, LLC

11.05K

Jun 30, 26

0.01%

GLENMEDE TRUST CO NA

10.81K

Jun 30, 26

-372

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

10.62K

Jun 30, 26

-855

0.01%

PRESILIUM PRIVATE WEALTH, LLC

10.62K

Jun 30, 26

-141

0.01%

GSG Advisors LLC

10.62K

Jun 30, 26

+244

0.01%

MISSION WEALTH MANAGEMENT, LP

10.55K

Jun 30, 26

+7.74K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.43K

Jun 30, 26

+510

0.01%

Hubbell Strickland Wealth Management, LLC

10.17K

Jun 30, 26

+69

0.01%

Diversified Enterprises, LLC

10.14K

Jun 30, 26

+2.48K

0.01%

CITIGROUP INC

10.12K

Jun 30, 26

+2.31K

0.01%

YHB Investment Advisors, Inc.

10.08K

Jun 30, 26

+500

0.01%

CIM, LLC

10.06K

Jun 30, 26

-97

0.01%

Darden Wealth Group Inc

10.05K

Jun 30, 26

-118

0.01%

Waverly Advisors, LLC

9.88K

Jun 30, 26

+1.70K

0.01%

BECKER CAPITAL MANAGEMENT INC

9.81K

Jun 30, 26

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

9.79K

Jun 30, 26

-119

0.01%

Crestwood Advisors Group LLC

9.70K

Jun 30, 26

+601

0.01%

SATOVSKY ASSET MANAGEMENT LLC

9.47K

Jun 30, 26

+7.35K

0.01%

CATALYST PRIVATE WEALTH, LLC

9.44K

Jun 30, 26

-338

0.01%

Heritage Wealth Management, Inc. /CA/

9.42K

Jun 30, 26

-317

0.01%

COMMERCE BANK

9.39K

Jun 30, 26

-23

0.01%

SWEENEY & MICHEL, LLC

9.36K

Jun 30, 26

+11

0.01%

Trilogy Capital Inc.

9.26K

Jun 30, 26

-248

0.01%

MATAURO, LLC

9.21K

Jun 30, 26

-1.43K

0.01%

Barnes Dennig Private Wealth Management LLC

9.16K

Jun 30, 26

+658

0.01%

Parallel Advisors, LLC

9.03K

Jun 30, 26

-60

0.01%

PATTEN & PATTEN INC/TN

9.01K

Jun 30, 26

0.01%

Investors Research Corp

8.97K

Jun 30, 26

+48

0.01%

VICTORY FINANCIAL GROUP, LLC

8.96K

Jun 30, 26

+232

0.01%

FRANKLIN RESOURCES INC

8.84K

Jun 30, 26

+2.43K

0.01%

Keystone Financial Group

8.74K

Jun 30, 26

-264

0.01%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

8.32K

Jun 30, 26

+514

0.00%

High Point Wealth Management, LLC

8.26K

Jun 30, 26

0.00%

Benchmark Financial Wealth Advisors, LLC

8.22K

Jun 30, 26

0.00%

RITHOLTZ WEALTH MANAGEMENT

8.18K

Jun 30, 26

+8.18K

0.00%

VAUGHAN & Co SECURITIES, INC.

8.15K

Jun 30, 26

-17

0.00%

Symphony Financial, Ltd. Co.

8.15K

Jun 30, 26

+46

0.00%

Wealth Management Partners, LLC

8.04K

Jun 30, 26

-136

0.00%

Total Clarity Wealth Management, Inc.

8.03K

Jun 30, 26

+80

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

8.01K

Jun 30, 26

0.00%

Summit Wealth Partners, LLC

7.94K

Jun 30, 26

0.00%

American State Bank (Iowa)

7.89K

Jun 30, 26

-16

0.00%

Chicago Partners Investment Group LLC

7.89K

Jun 30, 26

-631

0.00%

BESSEMER GROUP INC

7.88K

Jun 30, 26

+3.52K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

7.81K

Jun 30, 26

-105

0.00%

Park Place Capital Corp

7.72K

Jun 30, 26

+182

0.00%

Apollon Financial, LLC

7.64K

Jun 30, 26

-143

0.00%

One Day In July LLC

7.63K

Jun 30, 26

+150

0.00%

MONECO Advisors, LLC

7.60K

Jun 30, 26

+11

0.00%

Foundations Investment Advisors, LLC

7.55K

Jun 30, 26

+839

0.00%

Ipswich Investment Management Co., Inc.

7.52K

Jun 30, 26

0.00%

Innovative Wealth Building LLC

7.43K

Jun 30, 26

-655

0.00%

Savvy Advisors, Inc.

7.23K

Jun 30, 26

+3.71K

0.00%

TL Private Wealth

7.23K

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

7.18K

Jun 30, 26

+114

0.00%

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

7.12K

Jun 30, 26

0.00%

PFG Investments, LLC

7.04K

Jun 30, 26

+104

0.00%

Ullmann Wealth Partners Group, LLC

7.03K

Jun 30, 26

0.00%

Inscription Capital, LLC

7.03K

Jun 30, 26

0.00%

Prosperity Consulting Group, LLC

6.98K

Jun 30, 26

+86

0.00%

Graney & King, LLC

6.97K

Jun 30, 26

0.00%

Burns Matteson Capital Management, LLC

6.93K

Jun 30, 26

-410

0.00%

Eldridge Investment Advisors, Inc.

6.84K

Jun 30, 26

0.00%

Grey Fox Wealth Advisors, LLC

6.78K

Jun 30, 26

-183

0.00%

AE Wealth Management LLC

6.76K

Jun 30, 26

+798

0.00%

Renasant Bank

6.75K

Jun 30, 26

+150

0.00%

Elevation Capital Advisory, LLC

6.72K

Jun 30, 26

+1.25K

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

6.65K

Jun 30, 26

0.00%

PGIM Custom Harvest LLC

6.65K

Jun 30, 26

+2.21K

0.00%

Weil Company, Inc.

6.64K

Jun 30, 26

0.00%

Vanguard Personalized Indexing Management, LLC

6.61K

Jun 30, 26

0.00%

Gladstone Institutional Advisory LLC

6.58K

Jun 30, 26

+130

0.00%

Pathstone Holdings, LLC

6.53K

Jun 30, 26

+2.57K

0.00%

Meridian Financial, LLC

6.53K

Jun 30, 26

-373

0.00%

Texas Capital Bank Wealth Management Services Inc

6.51K

Jun 30, 26

0.00%

IMA Wealth, Inc.

6.50K

Jun 30, 26

+6.50K

0.00%

Venture Visionary Partners LLC

6.50K

Jun 30, 26

-368

0.00%

VERUS CAPITAL PARTNERS, LLC

6.37K

Jun 30, 26

+184

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

6.34K

Jun 30, 26

0.00%

Van Hulzen Asset Management, LLC

6.29K

Jun 30, 26

-2.99K

0.00%

Ashton Thomas Private Wealth, LLC

6.22K

Jun 30, 26

+4.36K

0.00%

WESTCO ADVISORY SERVICES INC /ADV

6.22K

Jun 30, 26

-155

0.00%

XML Financial, LLC

6.16K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

6.08K

Jun 30, 26

+106

0.00%

Intrua Financial, LLC

6.04K

Jun 30, 26

+294

0.00%

Private Wealth Partners, LLC

6.03K

Jun 30, 26

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

6.00K

Jun 30, 26

0.00%

Twelve Points Wealth Management LLC

5.92K

Jun 30, 26

-696

0.00%

SeaCrest Wealth Management, LLC

5.86K

Jun 30, 26

+1.21K

0.00%

Tannin Capital LLC

5.81K

Jun 30, 26

0.00%

Visionary Wealth Advisors

5.81K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

5.80K

Jun 30, 26

0.00%

NTV ASSET MANAGEMENT LLC

5.77K

Jun 30, 26

0.00%

Axis Wealth Partners, LLC

5.72K

Jun 30, 26

-158

0.00%

TCTC Holdings, LLC

5.70K

Jun 30, 26

0.00%

Wescott Financial Advisory Group, LLC

5.63K

Jun 30, 26

0.00%

Meridian Wealth Management, LLC

5.61K

Jun 30, 26

+107

0.00%

Geneos Wealth Management Inc.

5.58K

Jun 30, 26

-326

0.00%

Baltimore-Washington Financial Advisors, Inc.

5.53K

Jun 30, 26

+5.53K

0.00%

WHALEROCK POINT PARTNERS, LLC

5.51K

Jun 30, 26

0.00%

United Advisor Group, LLC

5.44K

Jun 30, 26

+2.33K

0.00%

Asset Management Group, Inc.

5.44K

Jun 30, 26

-285

0.00%

MidAtlantic Capital Management, Inc.

5.39K

Jun 30, 26

0.00%

Ulland Investment Advisors, LLC

5.39K

Jun 30, 26

-536

0.00%

Mutual Advisors, LLC

5.38K

Jun 30, 26

-66

0.00%

Bedel Financial Consulting, Inc.

5.38K

Jun 30, 26

0.00%

Moment Partners, LLC

5.37K

Jun 30, 26

-2.75K

0.00%

MILLENNIUM MANAGEMENT LLC

5.35K

Jun 30, 26

+5.35K

0.00%

Colonial Trust Co / SC

5.35K

Jun 30, 26

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

5.33K

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

5.33K

Jun 30, 26

-81

0.00%

CONSILIO WEALTH ADVISORS, LLC

5.33K

Jun 30, 26

0.00%

Patriot Financial Group Insurance Agency, LLC

5.25K

Jun 30, 26

-5.27K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

5.21K

Jun 30, 26

-212

0.00%

J.W. COLE ADVISORS, INC.

5.16K

Jun 30, 26

+5.16K

0.00%

Wealth Quarterback LLC

5.13K

Jun 30, 26

0.00%

CHOREO, LLC

5.10K

Jun 30, 26

0.00%

Betterment LLC

5.09K

Jun 30, 26

-747

0.00%

Financial Partners Group, Inc

5.09K

Jun 30, 26

+226

0.00%

GDS Wealth Management

5.04K

Jun 30, 26

-172

0.00%

MITCHELL CAPITAL MANAGEMENT CO

5.04K

Jun 30, 26

-37

0.00%

Millington Financial Advisors, LLC

5.04K

Jun 30, 26

0.00%

Hoxton Planning & Management, LLC

5.01K

Jun 30, 26

+85

0.00%

RPG Investment Advisory, LLC

5.00K

Jun 30, 26

+15

0.00%

Snowden Capital Advisors LLC

4.99K

Jun 30, 26

-1

0.00%

FC Advisory LLC

4.99K

Jun 30, 26

0.00%

FIFTH THIRD SECURITIES, INC.

4.96K

Jun 30, 26

-568

0.00%

FORTE ASSET MANAGEMENT LLC

4.95K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

4.91K

Jun 30, 26

+170

0.00%

BEARING POINT CAPITAL, LLC

4.90K

Jun 30, 26

0.00%

Rehmann Capital Advisory Group

4.90K

Jun 30, 26

-174

0.00%

Insight Wealth Strategies, LLC

4.89K

Jun 30, 26

0.00%

TUDOR INVESTMENT CORP ET AL

4.84K

Jun 30, 26

-39.80K

0.00%

SouthState Corp

4.84K

Jun 30, 26

-55

0.00%

Integrated Wealth Management

4.84K

Jun 30, 26

-1

0.00%

WHITTIER TRUST CO

4.80K

Jun 30, 26

0.00%

Legacy Financial Advisors, Inc.

4.76K

Jun 30, 26

0.00%

Legacy Private Trust Co.

4.70K

Jun 30, 26

0.00%

Octavia Wealth Advisors, LLC

4.67K

Jun 30, 26

-126

0.00%

Empirical Asset Management, LLC

4.66K

Jun 30, 26

-18

0.00%

Kaizen Financial Strategies

4.65K

Jun 30, 26

+303

0.00%

MidFirst Bank

4.64K

Jun 30, 26

0.00%

BENNETT SELBY INVESTMENTS LP

4.58K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

4.58K

Jun 30, 26

+298

0.00%

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

4.53K

Jun 30, 26

-33

0.00%

Boyd Wealth Management, LLC

4.53K

Jun 30, 26

-187

0.00%

Weaver Consulting Group

4.46K

Jun 30, 26

0.00%

GWN SECURITIES INC.

4.45K

Jun 30, 26

+21

0.00%

Stratos Wealth Advisors, LLC

4.43K

Jun 30, 26

+51

0.00%

Sage Financial Management Group, Inc.

4.40K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

4.39K

Jun 30, 26

+4.39K

0.00%

Worth Financial Advisory Group, LLC

4.37K

Jun 30, 26

+4.37K

0.00%

Annex Advisory Services, LLC

4.34K

Jun 30, 26

+63

0.00%

Clark Capital Management Group, Inc.

4.34K

Jun 30, 26

+140

0.00%

Simplicity Wealth,LLC

4.28K

Jun 30, 26

-119

0.00%

Fourth Dimension Wealth, LLC

4.27K

Jun 30, 26

-988

0.00%

Empower Advisory Group, LLC

4.26K

Jun 30, 26

-305

0.00%

Godshalk Welsh Capital Management, Inc.

4.21K

Jun 30, 26

-40

0.00%

Calamos Wealth Management LLC

4.17K

Jun 30, 26

0.00%

TritonPoint Partners, LLC

4.17K

Jun 30, 26

+1.76K

0.00%

TRUE Private Wealth Advisors

4.14K

Jun 30, 26

+1.40K

0.00%

LIBRA WEALTH LLC

4.13K

Jun 30, 26

0.00%

Smith, Salley & Associates

4.11K

Jun 30, 26

+4.11K

0.00%

Elm Partners Management LLC

4.10K

Jun 30, 26

0.00%

Three Bridge Wealth Advisors, LLC

4.09K

Jun 30, 26

0.00%

Buckingham Strategic Partners

4.09K

Jun 30, 26

+793

0.00%

Sterling Capital Management LLC

4.06K

Jun 30, 26

-52

0.00%

Waterloo Capital, L.P.

4.02K

Jun 30, 26

-954

0.00%

RETIREMENT INCOME SOLUTIONS, INC

4.00K

Jun 30, 26

0.00%

Meridian Wealth Advisors, LLC

4.00K

Jun 30, 26

0.00%

Cartesian Growth Corp

3.97K

Jun 30, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

3.94K

Jun 30, 26

+2.29K

0.00%

FourThought Financial Partners, LLC

3.94K

Jun 30, 26

-263

0.00%

One Charles Private Wealth Services, LLC

3.94K

Jun 30, 26

-565

0.00%

Kovack Advisors, Inc.

3.88K

Jun 30, 26

+898

0.00%

Soltis Investment Advisors LLC

3.87K

Jun 30, 26

-78

0.00%

Thayer Financial, L.L.C.

3.85K

Jun 30, 26

-146

0.00%

Melone Private Wealth, LLC

3.84K

Jun 30, 26

-92

0.00%

Financial Engines Advisors L.L.C.

3.77K

Jun 30, 26

+27

0.00%

PMG Wealth Management, Inc.

3.70K

Jun 30, 26

-133

0.00%

Beaumont Financial Advisors, LLC

3.68K

Jun 30, 26

0.00%

Stone Point Wealth LLC

3.66K

Jun 30, 26

+543

0.00%

55 North Private Wealth, LLC

3.66K

Jun 30, 26

0.00%

Valeo Financial Advisors, LLC

3.65K

Jun 30, 26

-750

0.00%

SUMMITPOINT CAPITAL MANAGEMENT

3.64K

Jun 30, 26

-516

0.00%

Fielder Capital Group LLC

3.57K

Jun 30, 26

-173

0.00%

Smartleaf Asset Management LLC

3.57K

Jun 30, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

3.55K

Jun 30, 26

+3.55K

0.00%

Bright Futures Wealth Management, LLC.

3.54K

Jun 30, 26

0.00%

COLLECTIVE FAMILY OFFICE LLC

3.50K

Jun 30, 26

-550

0.00%

NORTHBRIDGE FINANCIAL GROUP, LLC

3.49K

Jun 30, 26

-602

0.00%

First City Capital Management, Inc.

3.44K

Jun 30, 26

0.00%

Advisors Capital Management, LLC

3.42K

Jun 30, 26

+191

0.00%

Peterson Wealth Advisors, LLC

3.40K

Jun 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

3.38K

Jun 30, 26

+1.47K

0.00%

NORDEN GROUP LLC

3.36K

Jun 30, 26

0.00%

ELEVATUS WELATH MANAGEMENT

3.32K

Jun 30, 26

+281

0.00%

ADAPT WEALTH ADVISORS, LLC

3.32K

Jun 30, 26

0.00%

Apella Capital, LLC

3.31K

Jun 30, 26

+3.31K

0.00%

Linscomb & Williams, Inc.

3.28K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.26K

Jun 30, 26

0.00%

ALTFEST L J & CO INC

3.24K

Jun 30, 26

0.00%

Connecticut Wealth Management, LLC

3.22K

Jun 30, 26

+99

0.00%

Collier Financial

3.21K

Jun 30, 26

-43

0.00%

Dorsey & Whitney Trust CO LLC

3.20K

Jun 30, 26

0.00%

NOVEM GROUP

3.16K

Jun 30, 26

+66

0.00%

POTENTIA WEALTH

3.14K

Jun 30, 26

0.00%

NFP Retirement, Inc.

3.11K

Jun 30, 26

-1.06K

0.00%

DAVENPORT & Co LLC

3.11K

Jun 30, 26

-105

0.00%

Shum Financial Group, Inc.

3.11K

Jun 30, 26

+3.11K

0.00%

TRUST CO OF VERMONT

3.10K

Jun 30, 26

+3.10K

0.00%

Wealthquest Corp

3.09K

Jun 30, 26

-251

0.00%

ST GERMAIN D J CO INC

3.06K

Jun 30, 26

0.00%

Magnus Financial Group LLC

3.04K

Jun 30, 26

-284

0.00%

Neuberger Berman Group LLC

3.03K

Jun 30, 26

0.00%

Fiduciary Alliance LLC

3.03K

Jun 30, 26

-55

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

3.02K

Jun 30, 26

-42

0.00%

Premier Path Wealth Partners, LLC

2.99K

Jun 30, 26

-210

0.00%

DAGCO, INC.

2.97K

Jun 30, 26

+159

0.00%

OARSMAN CAPITAL, INC.

2.96K

Jun 30, 26

0.00%

Vista Private Wealth Partners. LLC

2.96K

Jun 30, 26

0.00%

Maridea Wealth Management LLC

2.92K

Jun 30, 26

-148

0.00%

Armbruster Capital Management, Inc.

2.90K

Jun 30, 26

0.00%

GREENLEAF TRUST

2.88K

Jun 30, 26

+2.88K

0.00%

Allen Capital Group, LLC

2.88K

Jun 30, 26

-173

0.00%

FORVIS Wealth Advisors, LLC

2.88K

Jun 30, 26

-385

0.00%

BROWN BROTHERS HARRIMAN & CO

2.85K

Jun 30, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

2.84K

Jun 30, 26

0.00%

KFA Private Wealth Group, LLC

2.83K

Jun 30, 26

+741

0.00%

Clearbridge Investments, LLC

2.79K

Jun 30, 26

-11.23K

0.00%

Financial Planning Hawaii, Inc.

2.79K

Jun 30, 26

0.00%

CENTRAL VALLEY ADVISORS, LLC

2.78K

Jun 30, 26

-4

0.00%

Ancora Advisors, LLC

2.74K

Jun 30, 26

-809

0.00%

Wealthspire Advisors, LLC

2.72K

Jun 30, 26

-1.42K

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

2.71K

Jun 30, 26

0.00%

Westmount Partners, LLC

2.70K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

2.67K

Jun 30, 26

+47

0.00%

Pallas Capital Advisors LLC

2.66K

Jun 30, 26

-262

0.00%

American Trust

2.66K

Jun 30, 26

+248

0.00%

INSIGNEO ADVISORY SERVICES, LLC

2.65K

Jun 30, 26

+1.12K

0.00%

TCG Advisory Services, LLC

2.64K

Jun 30, 26

0.00%

Fidelis Capital Partners, LLC

2.63K

Jun 30, 26

0.00%

Brookstone Capital Management

2.62K

Jun 30, 26

+2.62K

0.00%

Tower Research Capital LLC (TRC)

2.62K

Jun 30, 26

+2.61K

0.00%

SIGNATUREFD, LLC

2.61K

Jun 30, 26

+325

0.00%

LAIRD NORTON TRUST COMPANY, LLC

2.60K

Jun 30, 26

0.00%

Miracle Mile Advisors, LLC

2.59K

Jun 30, 26

-33

0.00%

Northside Capital Management, LLC

2.57K

Jun 30, 26

0.00%

OneAscent Financial Services LLC

2.55K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

2.54K

Jun 30, 26

-329

0.00%

Chevy Chase Trust Holdings, LLC

2.51K

Jun 30, 26

+1.16K

0.00%

FF Advisors,LLC

2.51K

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

2.50K

Jun 30, 26

0.00%

Frederick Financial Consultants, LLC

2.48K

Jun 30, 26

0.00%

GenWealth Group, Inc.

2.47K

Jun 30, 26

-57

0.00%

Apollon Wealth Management, LLC

2.46K

Jun 30, 26

+139

0.00%

HEADINVEST, LLC

2.46K

Jun 30, 26

0.00%

IFP Advisors, Inc

2.46K

Jun 30, 26

+457

0.00%

BRYN MAWR TRUST Co

2.42K

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

2.41K

Jun 30, 26

0.00%

AFT, FORSYTH & COMPANY, INC.

2.41K

Jun 30, 26

0.00%

Key FInancial Inc

2.40K

Jun 30, 26

0.00%

ALESCO ADVISORS LLC

2.40K

Jun 30, 26

0.00%

Peak Planning Group, LLC

2.40K

Jun 30, 26

-423

0.00%

WealthCare Investment Partners, LLC

2.37K

Jun 30, 26

-154

0.00%

ELEMENT POINTE ADVISORS, LLC

2.37K

Jun 30, 26

0.00%

FIRST TRUST ADVISORS LP

2.37K

Jun 30, 26

0.00%

FIRST AMERICAN TRUST, FSB

2.37K

Jun 30, 26

0.00%

Ellevest, Inc.

2.36K

Jun 30, 26

-65

0.00%

Joel Isaacson & Co., LLC

2.35K

Jun 30, 26

0.00%

NWAM LLC

2.34K

Jun 30, 26

-2.25K

0.00%

Williams Jones Wealth Management, LLC.

2.31K

Jun 30, 26

+901

0.00%

Beacon Harbor Wealth Advisors, Inc.

2.31K

Jun 30, 26

0.00%

Palogic Value Management, L.P.

2.30K

Jun 30, 26

+2.30K

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.29K

Jun 30, 26

0.00%

Wealth Alliance

2.27K

Jun 30, 26

-54

0.00%

BROWN ADVISORY INC

2.25K

Jun 30, 26

0.00%

Cannon Financial Strategists, Inc.

2.25K

Jun 30, 26

+30

0.00%

RIVERBRIDGE PARTNERS LLC

2.24K

Jun 30, 26

-11

0.00%

Providence Financial Advisors, LLC

2.20K

Jun 30, 26

0.00%

Family Legacy Financial Solutions, LLC

2.19K

Jun 30, 26

-67

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

2.18K

Jun 30, 26

+163

0.00%

GREENWOOD GEARHART INC

2.17K

Jun 30, 26

-260

0.00%

Seascape Capital Management

2.17K

Jun 30, 26

-37

0.00%

Centurion Wealth Management LLC

2.17K

Jun 30, 26

0.00%

M1 Capital Management LLC

2.14K

Jun 30, 26

-393

0.00%

Continuum Advisory, LLC

2.12K

Jun 30, 26

-16

0.00%

Crescent Grove Advisors, LLC

2.11K

Jun 30, 26

-1

0.00%

J HAGAN CAPITAL, INC.

2.11K

Jun 30, 26

+80

0.00%

Community Financial Services Group, LLC

2.10K

Jun 30, 26

-30

0.00%

Financial Perspectives, Inc

2.07K

Jun 30, 26

0.00%

Summit Global Investments

2.07K

Jun 30, 26

-65

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

2.07K

Jun 30, 26

+109

0.00%

Onyx Bridge Wealth Group LLC

2.07K

Jun 30, 26

0.00%

Capital Analysts, LLC

2.05K

Jun 30, 26

+80

0.00%

CWA Asset Management Group, LLC

2.05K

Jun 30, 26

0.00%

INSTRUMENTAL WEALTH, LLC

2.05K

Jun 30, 26

0.00%

West Branch Capital LLC

2.05K

Jun 30, 26

-174

0.00%

Indiana Trust & Investment Management CO

2.03K

Jun 30, 26

0.00%

CRUX WEALTH ADVISORS

2.02K

Jun 30, 26

0.00%

Sowell Financial Services LLC

2.02K

Jun 30, 26

+227

0.00%

LEE DANNER & BASS INC

2.01K

Jun 30, 26

-272

0.00%

VSM Wealth Advisory, LLC

2.00K

Jun 30, 26

+247

0.00%

Atlanta Consulting Group Advisors, LLC

2.00K

Jun 30, 26

+2.00K

0.00%

Oak Asset Management, LLC

1.99K

Jun 30, 26

0.00%

Verdence Capital Advisors LLC

1.98K

Jun 30, 26

+1.98K

0.00%

Garrett Wealth Advisory Group, LLC

1.98K

Jun 30, 26

-31

0.00%

OLD NATIONAL BANCORP /IN/

1.97K

Jun 30, 26

-271

0.00%

Parkway Wealth Management Group, LLC

1.96K

Jun 30, 26

0.00%

JOHNSON INVESTMENT COUNSEL INC

1.96K

Jun 30, 26

+283

0.00%

SFG Wealth Management, LLC.

1.94K

Jun 30, 26

+319

0.00%

Collaborative Wealth Managment Inc.

1.94K

Jun 30, 26

+1.94K

0.00%

Prime Capital Investment Advisors, LLC

1.93K

Jun 30, 26

-213

0.00%

Leisure Capital Management

1.92K

Jun 30, 26

0.00%

Claro Advisors LLC

1.92K

Jun 30, 26

0.00%

Nikulski Financial, Inc.

1.91K

Jun 30, 26

-230

0.00%

Kroeger Financial Partners

1.90K

Jun 30, 26

+1.90K

0.00%

Legacy Edge Advisors, LLC

1.88K

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

1.84K

Jun 30, 26

-2

0.00%

JMN Financial LLC

1.83K

Jun 30, 26

0.00%

CVFG LLC

1.81K

Jun 30, 26

+92

0.00%

Goldstein Advisors, LLC

1.81K

Jun 30, 26

0.00%

Tidemark, LLC

1.80K

Jun 30, 26

-124

0.00%

Marble Harbor Investment Counsel, LLC

1.80K

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

1.79K

Jun 30, 26

+285

0.00%

D. E. Shaw & Co., Inc.

1.79K

Jun 30, 26

+1.79K

0.00%

Pacific Excel Wealth Advisors, Inc.

1.78K

Jun 30, 26

+1.78K

0.00%

Heritage Family Offices, LLP

1.78K

Jun 30, 26

0.00%

Lee Financial Co

1.78K

Jun 30, 26

+1.78K

0.00%

WESBANCO BANK INC

1.78K

Jun 30, 26

0.00%

Storgate, LLC

1.77K

Jun 30, 26

+1.77K

0.00%

Avantax Planning Partners, Inc.

1.76K

Jun 30, 26

-50

0.00%

TRITONPOINT WEALTH, LLC

1.76K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.75K

Jun 30, 26

+1.75K

0.00%

Meeder Advisory Services, Inc.

1.74K

Jun 30, 26

-123

0.00%

Modern Wealth Management, LLC

1.74K

Jun 30, 26

-245

0.00%

GTS SECURITIES LLC

1.73K

Jun 30, 26

+1.73K

0.00%

COURIER CAPITAL LLC

1.73K

Jun 30, 26

0.00%

AlphaCore Capital LLC

1.72K

Jun 30, 26

0.00%

OPINICUS CAPITAL, INC.

1.72K

Jun 30, 26

-31

0.00%

Fingerlakes Wealth Management, Inc.

1.70K

Jun 30, 26

+220

0.00%

Colonial River Wealth Management, LLC

1.70K

Jun 30, 26

-588

0.00%

Altiora Financial Group, LLC

1.70K

Jun 30, 26

-136

0.00%

Braeburn Wealth Management LLC

1.70K

Jun 30, 26

+24

0.00%

Csenge Advisory Group

1.69K

Jun 30, 26

+181

0.00%

Avidian Wealth Solutions, LLC

1.69K

Jun 30, 26

+261

0.00%

Stonebrook Private Inc.

1.69K

Jun 30, 26

-18

0.00%

FLAGSTAR ADVISORS INC.

1.68K

Jun 30, 26

+41

0.00%

Aptus Capital Advisors, LLC

1.68K

Jun 30, 26

+218

0.00%

SAX WEALTH ADVISORS, LLC

1.67K

Jun 30, 26

+1.67K

0.00%

Revolve Wealth Partners, LLC

1.67K

Jun 30, 26

-16

0.00%

KWB Wealth

1.67K

Jun 30, 26

-112

0.00%

SALEM INVESTMENT COUNSELORS INC

1.66K

Jun 30, 26

-30

0.00%

MCF Advisors LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Forefront Wealth Partners, LLC

1.65K

Jun 30, 26

+15

0.00%

SPWM Advisors LLC

1.65K

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

1.64K

Jun 30, 26

+380

0.00%

First National Bank of Hutchinson

1.64K

Jun 30, 26

0.00%

Castle Rock Wealth Management, LLC

1.64K

Jun 30, 26

0.00%

Elevation Wealth Management LLC

1.63K

Jun 30, 26

-8

0.00%

BARRETT & COMPANY, INC.

1.62K

Jun 30, 26

+21

0.00%

Pinnacle Financial Partners, Inc.

1.62K

Jun 30, 26

-23

0.00%

OAK RIDGE INVESTMENTS LLC

1.61K

Jun 30, 26

-12.18K

0.00%

Global Assets Advisory, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Kelman-Lazarov, Inc.

1.60K

Jun 30, 26

0.00%

MainStreet Investment Advisors LLC

1.60K

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

1.60K

Jun 30, 26

0.00%

Bank OZK

1.58K

Jun 30, 26

-138

0.00%

Horst & Graben Wealth Management LLC

1.58K

Jun 30, 26

0.00%

Steel Peak Wealth Management LLC

1.56K

Jun 30, 26

0.00%

Coastal Bridge Advisors, LLC

1.56K

Jun 30, 26

0.00%

Regal Investment Advisors LLC

1.56K

Jun 30, 26

0.00%

ASSETMARK, INC

1.56K

Jun 30, 26

+147

0.00%

Strategic Wealth Partners, Ltd.

1.54K

Jun 30, 26

0.00%

Peak Retirement Planning, Inc.

1.54K

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

1.53K

Jun 30, 26

0.00%

Summit Trail Advisors, LLC

1.53K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

1.53K

Jun 30, 26

-1.56K

0.00%

MTM Investment Management, LLC

1.53K

Jun 30, 26

0.00%

DT Investment Partners, LLC

1.53K

Jun 30, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

1.53K

Jun 30, 26

0.00%

AWM CAPITAL, LLC

1.52K

Jun 30, 26

+44

0.00%

Legacy Advisors, LLC

1.52K

Jun 30, 26

+1.52K

0.00%

Falcon Wealth Planning

1.52K

Jun 30, 26

0.00%

Proficio Capital Partners LLC

1.51K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

1.51K

Jun 30, 26

+22

0.00%

Bernardo Wealth Planning LLC

1.51K

Jun 30, 26

0.00%

Blankinship & Foster, LLC

1.50K

Jun 30, 26

0.00%

Convergence Financial, LLC

1.50K

Jun 30, 26

+22

0.00%

New England Private Wealth Advisors LLC

1.50K

Jun 30, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.50K

Jun 30, 26

0.00%

ALONGSIDE, LLC

1.49K

Jun 30, 26

+1.49K

0.00%

49 WEALTH MANAGEMENT, LLC

1.49K

Jun 30, 26

+1.49K

0.00%

Capital Investment Advisors, LLC

1.49K

Jun 30, 26

+78

0.00%

Belvedere Trading LLC

1.48K

Jun 30, 26

-511

0.00%

Invst, LLC

1.47K

Jun 30, 26

0.00%

Benchmark Financial, LLC

1.47K

Jun 30, 26

0.00%

MKT Advisors LLC

1.47K

Jun 30, 26

0.00%

Antonelli Financial Advisors, LLC

1.45K

Jun 30, 26

0.00%

Pure Financial Advisors, LLC

1.44K

Jun 30, 26

-43

0.00%

Tortoise Investment Management, LLC

1.44K

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

1.44K

Jun 30, 26

0.00%

Main Street Research LLC

1.44K

Jun 30, 26

+1.44K

0.00%

Basecamp Wealth Advisors LLC

1.43K

Jun 30, 26

0.00%

SageView Advisory Group, LLC

1.43K

Jun 30, 26

0.00%

Nuveen, LLC

1.42K

Jun 30, 26

+1.42K

0.00%

BAR HARBOR WEALTH MANAGEMENT

1.42K

Jun 30, 26

0.00%

EHRLICH FINANCIAL GROUP

1.42K

Jun 30, 26

-72

0.00%

EverSource Wealth Advisors, LLC

1.41K

Jun 30, 26

-1.20K

0.00%

InTrack Investment Management Inc

1.41K

Jun 30, 26

0.00%

StoneX Group Inc.

1.41K

Jun 30, 26

-545

0.00%

Gerber Kawasaki Wealth & Investment Management

1.40K

Jun 30, 26

-105

0.00%

Unified Investment Management

1.40K

Jun 30, 26

0.00%

BALLAST ADVISORS LLC

1.39K

Jun 30, 26

0.00%

Perfromance Wealth Partners, LLC

1.39K

Jun 30, 26

+34

0.00%

PINNACLE ASSOCIATES LTD

1.37K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

1.37K

Jun 30, 26

-1.02K

0.00%

CENTAURUS FINANCIAL, INC.

1.37K

Jun 30, 26

0.00%

FIRST NATIONAL TRUST CO

1.37K

Jun 30, 26

+1.37K

0.00%

Clark Asset Management, LLC

1.36K

Jun 30, 26

+1.36K

0.00%

Verity & Verity, LLC

1.36K

Jun 30, 26

0.00%

Seneca Financial Advisors LLC

1.35K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

1.35K

Jun 30, 26

+1.35K

0.00%

Cornerstone Financial Management LLC

1.35K

Jun 30, 26

0.00%

Redmond Asset Management, LLC

1.34K

Jun 30, 26

0.00%

HANCOCK WHITNEY CORP

1.34K

Jun 30, 26

+1.34K

0.00%

Investment Advisory Group, LLC

1.34K

Jun 30, 26

+45

0.00%

Balboa Wealth Partners

1.33K

Jun 30, 26

+14

0.00%

ABOUND FINANCIAL, LLC

1.33K

Jun 30, 26

-31

0.00%

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

1.32K

Jun 30, 26

+209

0.00%

FIDUCIARY TRUST CO

1.31K

Jun 30, 26

0.00%

Joule Financial, LLC

1.30K

Jun 30, 26

-285

0.00%

TWO SIGMA INVESTMENTS, LP

1.30K

Jun 30, 26

-237.70K

0.00%

Invesco Ltd.

1.29K

Jun 30, 26

-158

0.00%

Embree Financial Group

1.29K

Jun 30, 26

+1.29K

0.00%

DB&C Advisors, LLC

1.28K

Jun 30, 26

-56

0.00%

Vigil Wealth Management, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

WMG Financial Advisors, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

PKS Advisory Services, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

1.27K

Jun 30, 26

+1.27K

0.00%

Lakeshore Financial Planning, Inc.

1.26K

Jun 30, 26

+1.26K

0.00%

PDS Planning, Inc

1.26K

Jun 30, 26

+1.26K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

1.26K

Jun 30, 26

+1.26K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.26K

Jun 30, 26

+115

0.00%

Cornerstone Wealth Group, LLC

1.25K

Jun 30, 26

0.00%

CARRET ASSET MANAGEMENT, LLC

1.25K

Jun 30, 26

+1.25K

0.00%

NorthRock Partners, LLC

1.24K

Jun 30, 26

+1.24K

0.00%

BOK Financial Private Wealth, Inc.

1.24K

Jun 30, 26

0.00%

Foguth Wealth Management, LLC.

1.23K

Jun 30, 26

-111

0.00%

Hamilton Capital, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

1.23K

Jun 30, 26

+1.23K

0.00%

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

1.22K

Jun 30, 26

+1.22K

0.00%

Walkner Condon Financial Advisors LLC

1.22K

Jun 30, 26

+1.22K

0.00%

Pasadena Private Wealth, LLC

1.20K

Jun 30, 26

+1.20K

0.00%

Zhang Financial LLC

1.20K

Jun 30, 26

+1.20K

0.00%

COFG Advisors, LLC

1.20K

Jun 30, 26

+1.20K

0.00%

Verum Partners LLC

1.19K

Jun 30, 26

+1.19K

0.00%

Cannon Wealth Management Services, LLC

1.19K

Jun 30, 26

+1.19K

0.00%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

1.19K

Jun 30, 26

+1.19K

0.00%

Align Financial, LLC

1.19K

Jun 30, 26

0.00%

Freestone Capital Holdings, LLC

1.18K

Jun 30, 26

-960

0.00%

Palacios Wealth Management, LLC

1.18K

Jun 30, 26

0.00%

Finley Financial, LLC

1.18K

Jun 30, 26

0.00%

BIP Wealth, LLC

1.18K

Jun 30, 26

+1.18K

0.00%

Resurgent Financial Advisors LLC

1.18K

Jun 30, 26

+1.18K

0.00%

Jacobi Capital Management LLC

1.16K

Jun 30, 26

+1.16K

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.16K

Jun 30, 26

+1.16K

0.00%

PETREDIS INVESTMENT ADVISORS LLC

1.16K

Jun 30, 26

+1.16K

0.00%

SIMON QUICK ADVISORS, LLC

1.16K

Jun 30, 26

+1.16K

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

1.15K

Jun 30, 26

+1.15K

0.00%

Moss Adams Wealth Advisors LLC

1.15K

Jun 30, 26

+1.15K

0.00%

Greenspring Advisors, LLC

1.14K

Jun 30, 26

+1.14K

0.00%

BLB&B Advisors, LLC

1.14K

Jun 30, 26

+1.14K

0.00%

Everstar Asset Management, LLC

1.14K

Jun 30, 26

-160

0.00%

Evernest Financial Advisors, LLC

1.13K

Jun 30, 26

0.00%

Everhart Financial Group, Inc.

1.13K

Jun 30, 26

+1.13K

0.00%

Beckerman Institutional, LLC

1.13K

Jun 30, 26

+1.13K

0.00%

Alteri Wealth LLC

1.13K

Jun 30, 26

+1.13K

0.00%

CGN Advisors LLC

1.11K

Jun 30, 26

+1.11K

0.00%

Paradiem, LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Live Oak Investment Partners

1.10K

Jun 30, 26

+1.10K

0.00%

O'Brien Greene & Co. Inc

1.10K

Jun 30, 26

+1.10K

0.00%

Atomi Financial Group, Inc.

1.09K

Jun 30, 26

+1.09K

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

1.09K

Jun 30, 26

+1.09K

0.00%

VISIONARY HORIZONS, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

TABLEAUX LLC

1.08K

Jun 30, 26

-312

0.00%

Mesirow Financial Investment Management, Inc.

1.07K

Jun 30, 26

+1.07K

0.00%

Sachetta, LLC

1.04K

Jun 30, 26

0.00%

Operose Advisors LLC

1.04K

Jun 30, 26

+210

0.00%

Financial Network Wealth Advisors LLC

1.01K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.01K

Jun 30, 26

+93

0.00%

CoreCap Advisors, LLC

1.00K

Jun 30, 26

-100

0.00%

ARMSTRONG ADVISORY GROUP, INC

992

Jun 30, 26

-219

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

985

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

978

Jun 30, 26

-51

0.00%

Russell Investments Group, Ltd.

968

Jun 30, 26

+149

0.00%

SIMPLEX TRADING, LLC

894

Jun 30, 26

+171

0.00%

HANTZ FINANCIAL SERVICES, INC.

875

Jun 30, 26

0.00%

PlanVest Financial, Inc

865

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

845

Jun 30, 26

0.00%

Vision Retirement, LLC

842

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

837

Jun 30, 26

+837

0.00%

TSFG, LLC

832

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

822

Jun 30, 26

+822

0.00%

Family Management Corp

803

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

766

Jun 30, 26

+67

0.00%

Independence Bank of Kentucky

750

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

749

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

711

Jun 30, 26

0.00%

Sunrise Financial Services, LLC

705

Jun 30, 26

-109

0.00%

Synergy Investment Management, LLC

695

Jun 30, 26

-307

0.00%

Capital Investment Advisory Services, LLC

694

Jun 30, 26

0.00%

Manchester Capital Management LLC

659

Jun 30, 26

+659

0.00%

Glen Eagle Advisors, LLC

636

Jun 30, 26

+132

0.00%

Concord Wealth Partners

607

Jun 30, 26

+607

0.00%

TIAA Wealth Investment Management LLC

602

Jun 30, 26

0.00%

FIRST HORIZON CORP

583

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

558

Jun 30, 26

-80

0.00%

Abound Wealth Management

547

Jun 30, 26

+18

0.00%

JNBA Financial Advisors

542

Jun 30, 26

0.00%

BOKF, NA

535

Jun 30, 26

-400

0.00%

FIRST UNITED BANK & TRUST

520

Jun 30, 26

+520

0.00%

Longview Financial Advisors LLC

515

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

471

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

463

Jun 30, 26

0.00%

Fairscale Capital, LLC

458

Jun 30, 26

0.00%

Pacific Center for Financial Services

442

Jun 30, 26

0.00%

Allied Private Wealth LLC

442

Jun 30, 26

+442

0.00%

Quest 10 Wealth Builders, Inc.

440

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

440

Jun 30, 26

-70

0.00%

FINANCIAL CONSULATE, INC

438

Jun 30, 26

0.00%

Downshift Financial, LLC

433

Jun 30, 26

+433

0.00%

Nemes Rush Group LLC

428

Jun 30, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

425

Jun 30, 26

+425

0.00%

GGM Financials LLC

416

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

415

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

406

Jun 30, 26

0.00%

MATHER GROUP, LLC.

394

Jun 30, 26

+95

0.00%

AdvisorNet Financial, Inc

390

Jun 30, 26

0.00%

Roxbury Financial LLC

386

Jun 30, 26

0.00%

Winch Advisory Services, LLC

384

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

375

Jun 30, 26

0.00%

Gleason Group, Inc.

356

Jun 30, 26

+356

0.00%

Key Capital Management, INC

355

Jun 30, 26

0.00%

LRI Investments, LLC

351

Jun 30, 26

+62

0.00%

Hoese & Co LLP

333

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

319

Jun 30, 26

0.00%

Game Plan Financial Advisors, LLC

310

Jun 30, 26

0.00%

Peachtree Investment Partners, LLC

306

Jun 30, 26

0.00%

Asset Dedication, LLC

306

Jun 30, 26

0.00%

GAMMA Investing LLC

289

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

284

Jun 30, 26

0.00%

280

Jun 30, 26

+276

0.00%

Bogart Wealth, LLC

278

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

275

Jun 30, 26

0.00%

Robinswood Financial LLC

274

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

265

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

260

Jun 30, 26

+260

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

259

Jun 30, 26

+16

0.00%

Arlington Trust Co LLC

250

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

250

Jun 30, 26

+65

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

250

Jun 30, 26

0.00%

Breakwater Investment Management

245

Jun 30, 26

0.00%

Strive Financial Group ,LLC

239

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

228

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

211

Jun 30, 26

0.00%

LFA - Lugano Financial Advisors SA

205

Jun 30, 26

+205

0.00%

Hickory Point Bank & Trust

200

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

190

Jun 30, 26

0.00%

Napier Financial, LLC

181

Jun 30, 26

0.00%

Mechanics Financial Corp

179

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

176

Jun 30, 26

+176

0.00%

Archer Investment Corp

176

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

174

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

169

Jun 30, 26

0.00%

Financial Life Planners

166

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

165

Jun 30, 26

0.00%

Go Invest LLC

161

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

160

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

151

Jun 30, 26

-40

0.00%

Imprint Wealth LLC

149

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

145

Jun 30, 26

0.00%

TD Capital Management LLC

145

Jun 30, 26

0.00%

MOTCO

144

Jun 30, 26

0.00%

Crews Bank & Trust

144

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

141

Jun 30, 26

0.00%

New Republic Capital, LLC

140

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

137

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

132

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

120

Jun 30, 26

+120

0.00%

Millstone Evans Group, LLC

117

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

112

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

107

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

106

Jun 30, 26

+12

0.00%

TOP Private Wealth LLC.

106

Jun 30, 26

+106

0.00%

Decker Retirement Planning Inc.

103

Jun 30, 26

0.00%

Owl Creek Wealth Partners LLC

101

Jun 30, 26

+101

0.00%

Larson Financial Group LLC

101

Jun 30, 26

0.00%

Noble Wealth Management PBC

100

Jun 30, 26

0.00%

VIMA LLC

Jun 30, 26

+93

0.00%

GoalVest Advisory LLC

Jun 30, 26

0.00%

Front Row Advisors LLC

Jun 30, 26

-14

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

Jun 30, 26

+84

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

-750

0.00%

EASTERN BANK

Jun 30, 26

0.00%

Brooklyn FI, LLC

Jun 30, 26

+70

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

+60

0.00%

CITY HOLDING CO

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

+51

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

0.00%

OXFORD FINANCIAL GROUP LTD

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

YANKCOM Partnership

Jun 30, 26

+35

0.00%

City State Bank

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

Jun 30, 26

+29

0.00%

Bullock Wealth Management Group

Jun 30, 26

+28

0.00%

GODSEY & GIBB, INC

Jun 30, 26

-30

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Midwest Capital Advisors, LLC

Jun 30, 26

+25

0.00%

Activest Wealth Management

Jun 30, 26

-371

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

+24

0.00%

COUNTRY TRUST BANK

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

Colonial Trust Advisors

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

+16

0.00%

Clark Wealth Partners

Jun 30, 26

0.00%

VAQUERO PRIVATE WEALTH, LTD

Jun 30, 26

+13

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

HighMark Wealth Management LLC

Jun 30, 26

0.00%

Copia Wealth Management

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

-38

Dynamic Advisor Solutions LLC

Jun 30, 26

-1.31K

Global Wealth Strategies & Associates

Jun 30, 26

-231

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-12.33K

Worthington Financial Partners, LLC

Jun 30, 26

-8.74K

Monument Capital Management

Jun 30, 26

-3.55K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-228

EVOKE WEALTH, LLC

Jun 30, 26

-21.07K

Gateway Wealth Partners, LLC

Jun 30, 26

-5.13K

M Holdings Securities, Inc.

Jun 30, 26

-11.62K

TopTier Wealth Management, LLC

Jun 30, 26

-6

Teamwork Financial Advisors, LLC

Jun 30, 26

-1.47K

Retirement Planning Group

Jun 30, 26

-1.41K

Darwin Wealth Management, LLC

Jun 30, 26

-218

TOMPKINS FINANCIAL CORP

Jun 30, 26

-100

IFS Group,LLC

Jun 30, 26

-12.64K

Formidable Asset Management, LLC

Jun 30, 26

-1.21K

Calamos Advisors LLC

Jun 30, 26

-4.17K

Sherman Asset Management, Inc.

Jun 30, 26

-106

Baer Investment Advisory LLC

Jun 30, 26

-8.72K

Destiny Wealth Partners, LLC

Jun 30, 26

-520

Richmond Investment Services, LLC

Jun 30, 26

-9.93K

Golden State Equity Partners

Jun 30, 26

-2.84K

Independent Advisor Alliance

Jun 30, 26

-45.00K

Burk Holdings LLC

Jun 30, 26

-9

Talisman Wealth Advisors LLC

Jun 30, 26

-7.71K

Qube Research & Technologies Ltd

Jun 30, 26

-402

Miller Global Investments, LLC

Jun 30, 26

-1.19K

TrueWealth Financial Partners

Jun 30, 26

-4.67K

Banque Cantonale Vaudoise

Jun 30, 26

-11.00K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-3.04K

OneAscent Family Office, LLC

Jun 30, 26

-2.76K

Root Financial Partners, LLC

Jun 30, 26

-76

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-193

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-12.61K

Sound Income Strategies, LLC

Jun 30, 26

-842

Traynor Capital Management, Inc.

Jun 30, 26

-1.48K

TFC Financial Management, Inc.

Jun 30, 26

-132

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-43

Innovative Asset Advisors Group, LLC

Jun 30, 26

-10

Headlands Technologies LLC

Jun 30, 26

-4.10K

CWM, LLC

43.15K

Mar 31, 26

-1.44K

0.02%

Sunbelt Securities, Inc.

19.72K

Mar 31, 26

-3

0.01%

Pathfinder Wealth Consulting, Inc.

17.34K

Mar 31, 26

+336

0.01%

Coordinated Financial Services, Inc.

6.83K

Mar 31, 26

-132

0.00%

McIlrath & Eck, LLC

5.36K

Mar 31, 26

+4.07K

0.00%

DGS Capital Management, LLC

3.38K

Mar 31, 26

-6

0.00%

Anchor Investment Management, LLC

3.20K

Mar 31, 26

+143

0.00%

Mill Creek Capital Advisors, LLC

2.79K

Mar 31, 26

+1.04K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

2.17K

Mar 31, 26

0.00%

Skopos Labs, Inc.

1.42K

Mar 31, 26

+52

0.00%

Parkside Financial Bank & Trust

810

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

244

Mar 31, 26

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

100

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

+76

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+29

0.00%

Vantage Financial Partners, LLC

86.80K

Dec 31, 25

+796

0.05%

COMERICA BANK

74.83K

Dec 31, 25

+1.84K

0.04%

Quent Long Short Global Small Cap Fund, LP

66.82K

Dec 31, 25

+66.82K

0.04%

TRANSATLANTIQUE PRIVATE WEALTH LLC

46.42K

Dec 31, 25

+1.42K

0.03%

MidWestOne Financial Group, Inc.

16.14K

Dec 31, 25

+120

0.01%

Clarius Group, LLC

12.30K

Dec 31, 25

0.01%

Litman Gregory Wealth Management LLC

12.28K

Dec 31, 25

-74

0.01%

CIBC Private Wealth Group, LLC

5.44K

Dec 31, 25

+1.11K

0.00%

VANGUARD GROUP INC

4.08K

Dec 31, 25

+360

0.00%

Heritage Financial Services, LLC

3.95K

Dec 31, 25

0.00%

ORG Partners LLC

3.85K

Dec 31, 25

-106

0.00%

Stephens Consulting, LLC

2.75K

Dec 31, 25

0.00%

High Falls Advisors, Inc

2.68K

Dec 31, 25

-2.06K

0.00%

TUCKER ASSET MANAGEMENT LLC

193

Dec 31, 25

0.00%

Ransom Advisory, Ltd

Dec 31, 25

+73

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-742

Glenmede Investment Management, LP

11.01K

Sep 30, 25

+3.82K

0.01%

WETHERBY ASSET MANAGEMENT INC

7.61K

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

3.76K

Sep 30, 25

+3.39K

0.00%

Brueske Advisory Services, LLC

3.28K

Sep 30, 25

+18

0.00%

Watts Gwilliam & Co., LLC

3.21K

Sep 30, 25

0.00%

Touchstone Capital, Inc.

2.16K

Sep 30, 25

+2.16K

0.00%

New Century Financial Group, LLC

2.13K

Sep 30, 25

+188

0.00%

SYNOVUS FINANCIAL CORP

1.62K

Sep 30, 25

-103

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.49K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

139

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-138.42K

AVANTAX ADVISORY SERVICES, INC.

209.69K

Jun 30, 25

-2.61K

0.12%

Atria Wealth Solutions, Inc.

55.94K

Jun 30, 25

+5.58K

0.03%

Family Firm, Inc.

13.19K

Jun 30, 25

0.01%

Parkworth Wealth Management, Inc.

4.75K

Jun 30, 25

0.00%

Graypoint LLC

4.23K

Jun 30, 25

0.00%

Congress Wealth Management LLC / DE /

2.77K

Jun 30, 25

+636

0.00%

SUMMIT INVESTMENT ADVISORS, INC.

1.96K

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

1.62K

Jun 30, 25

-367

0.00%

First Horizon Advisors, Inc.

583

Jun 30, 25

-418

0.00%

Iron Horse Wealth Management, LLC

128

Jun 30, 25

+128

0.00%

Christopher J. Hasenberg, Inc

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+19

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-306

Sandy Spring Bank

231.52K

Mar 31, 25

-1.99K

0.13%

Orion Portfolio Solutions, LLC

8.52K

Mar 31, 25

-2.09K

0.00%

Coordinated Financial Services, Inc./CO

8.30K

Mar 31, 25

+8.30K

0.00%

CAROLINAS WEALTH CONSULTING LLC

4.85K

Mar 31, 25

-681

0.00%

Vista Wealth Management Group, LLC

2.40K

Mar 31, 25

0.00%

Marcum Wealth, LLC

Mar 31, 25

-1.56K

Edge Capital Group, LLC

226.68K

Dec 31, 24

-4.50K

0.13%

Peninsula Wealth, LLC

51.21K

Dec 31, 24

+3.09K

0.03%

Zions Bancorporation, N.A.

7.81K

Dec 31, 24

0.00%

Maxwell Wealth Strategies Inc.

4.74K

Dec 31, 24

0.00%

Madison Investment Advisors, LLC

2.57K

Dec 31, 24

+2.57K

0.00%

Private Portfolio Partners LLC

1.78K

Dec 31, 24

-240

0.00%

TrinityPoint Wealth, LLC

1.49K

Dec 31, 24

+1.49K

0.00%

Sanctuary Wealth Management, L.L.C.

1.08K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

145

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.65K

0.00%

RAYMOND JAMES & ASSOCIATES

605.66K

Sep 30, 24

-18.85K

0.35%

Raymond James Financial Services Advisors, Inc.

593.56K

Sep 30, 24

-89.22K

0.34%

CEDRUS LLC

12.81K

Sep 30, 24

+12.81K

0.01%

RAYMOND JAMES TRUST N.A.

9.05K

Sep 30, 24

+549

0.01%

Diversified, LLC

7.38K

Sep 30, 24

+703

0.00%

9258 Wealth Management, LLC

6.58K

Sep 30, 24

-65

0.00%

First Trust Direct Indexing L.P.

2.48K

Sep 30, 24

+217

0.00%

FORT PITT CAPITAL GROUP, LLC

2.47K

Sep 30, 24

+2.47K

0.00%

VitalStone Financial, LLC

2.40K

Sep 30, 24

-3

0.00%

FinTrust Capital Advisors, LLC

1.00K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

901

Sep 30, 24

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

SpiderRock Advisors, LLC

Sep 30, 24

-4.90K

BENJAMIN F. EDWARDS & COMPANY, INC.

579.82K

Jun 30, 24

-16.43K

0.33%

BlackRock Inc.

275.74K

Jun 30, 24

-71.87K

0.16%

Arden Trust Co

5.38K

Jun 30, 24

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

1.78K

Jun 30, 24

0.00%

Abbrea Capital, LLC

1.58K

Jun 30, 24

+1.58K

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

1.28K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

743

Jun 30, 24

-17.47K

0.00%

Cetera Advisor Networks LLC

229.19K

Mar 31, 24

-40.45K

0.13%

Cetera Advisors LLC

108.46K

Mar 31, 24

+29.96K

0.06%

Benedetti & Gucer, Inc.

25.68K

Mar 31, 24

+311

0.01%

Retirement Group, LLC

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

9.67K

Dec 31, 23

+9.67K

0.01%

DFPG INVESTMENTS, LLC

5.40K

Dec 31, 23

+1.32K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

200

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

Dec 31, 23

-4

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

1.78M

Sep 30, 23

+43.96K

1.02%

Windsor Group LTD

405.83K

Sep 30, 23

+6.56K

0.23%

COLONY GROUP LLC

143.65K

Sep 30, 23

-3.48K

0.08%

Truadvice, LLC

17.84K

Sep 30, 23

-865

0.01%

TIEDEMANN ADVISORS, LLC

8.70K

Sep 30, 23

+2.10K

0.01%

BEDEL FINANCIAL CONSULTING INC

5.48K

Sep 30, 23

+5.48K

0.00%

PRW Wealth Management LLC

3.03K

Sep 30, 23

+3.03K

0.00%

Johnson Midwest Financial, LLC

747

Sep 30, 23

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

211

Sep 30, 23

0.00%

Column Capital Advisors, LLC

122

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+15

0.00%

V Wealth Advisors LLC

Sep 30, 23

-3.51K

TIAA, FSB

29.26K

Jun 30, 23

-2.02K

0.02%

Vident Investment Advisory, LLC

7.29K

Jun 30, 23

+2.51K

0.00%

HERON FINANCIAL GROUP, LLC

5.66K

Jun 30, 23

-2

0.00%

Endurance Wealth Management, Inc.

4.50K

Jun 30, 23

0.00%

Financial Architects, Inc

3.13K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

635

Jun 30, 23

+205

0.00%

Lumature Wealth Partners, LLC

233

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-513

Parsec Financial Management, Inc.

37.32K

Mar 31, 23

-947

0.02%

Ahrens Investment Partners LLC

Mar 31, 23

+83

0.00%

Ford Financial Group, LLC

Mar 31, 23

-7.77K

Andesa Financial Management Inc.

Mar 31, 23

-3.42K

Gallagher Benefit Services, Inc.

185.53K

Dec 31, 22

+185.53K

0.11%

F3Logic, LLC

185.53K

Dec 31, 22

+58.37K

0.11%

Integrity Advisory, LLC

3.81K

Dec 31, 22

+3.81K

0.00%

Personal Capital Advisors Corp

2.47K

Dec 31, 22

+2.47K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-23

55I, LLC

47.08K

Sep 30, 22

+8.91K

0.03%

American Portfolios Advisors

26.38K

Sep 30, 22

-180

0.02%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.46K

Sep 30, 22

+882

0.01%

FourThought Financial, LLC

6.24K

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

4.80K

Sep 30, 22

0.00%

SADOFF INVESTMENT MANAGEMENT LLC

2.50K

Sep 30, 22

-526

0.00%

Covington Capital Management

1.08K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

494

Sep 30, 22

+494

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+28

0.00%

Kore Private Wealth LLC

Sep 30, 22

-2.72K

ACG Wealth

Sep 30, 22

-2.01K

HYA Advisors, Inc

37.10K

Jun 30, 22

+412

0.02%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

4.61K

Jun 30, 22

+602

0.00%

Enterprise Trust & Investment Co

900

Jun 30, 22

-200

0.00%

Lake Point Wealth Management

290

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-1.65K

Pinnacle Private Wealth, LLC

Jun 30, 22

-2.98K

People's United Financial, Inc.

228.00K

Mar 31, 22

-19.36K

0.13%

KINGS POINT CAPITAL MANAGEMENT

8.46K

Mar 31, 22

0.00%

Livingston Group Asset Management CO (operating as Southport Capital Management)

6.85K

Mar 31, 22

-6.05K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

5.33K

Mar 31, 22

+1.37K

0.00%

Freedman Financial Associates, Inc.

2.10K

Mar 31, 22

-117

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

240

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

215

Mar 31, 22

0.00%

IndexIQ Advisors LLC

Mar 31, 22

-1

Barrett Asset Management, LLC

Mar 31, 22

-350

Financial Planners of Cleveland, Inc.

Mar 31, 22

-2.85K

Carroll Financial Associates, Inc.

34.23K

Dec 31, 21

+4.88K

0.02%

NEXT Financial Group, Inc

13.13K

Dec 31, 21

-502

0.01%

Investors Financial Group, LLC

12.97K

Dec 31, 21

+1.17K

0.01%

VIVID FINANCIAL MANAGEMENT, INC.

8.69K

Dec 31, 21

+258

0.01%

NexWave Capital Partners LLC

6.90K

Dec 31, 21

+11

0.00%

Doman Group, LLC

2.57K

Dec 31, 21

+2.57K

0.00%

REILLY FINANCIAL ADVISORS, LLC

588

Dec 31, 21

0.00%

Homrich & Berg

22.76K

Sep 30, 21

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

7.27K

Sep 30, 21

+321

0.00%

Berman Capital Advisors, LLC

5.76K

Sep 30, 21

+11

0.00%

Hochman Cole Investment Advisors, Inc.

4.61K

Sep 30, 21

0.00%

Ameritas Investment Company, LLC

4.43K

Sep 30, 21

+3.30K

0.00%

Rinet Co LLC

3.82K

Sep 30, 21

0.00%

Nachman Norwood & Parrott, Inc

2.15K

Jun 30, 21

+2.15K

0.00%

Hoover Financial Advisors, Inc.

963

Jun 30, 21

0.00%

BBVA USA Bancshares, Inc.

3.19K

Mar 31, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

2.76K

Mar 31, 21

+2.76K

0.00%

Private Wealth Advisors, Inc.

38.49K

Dec 31, 20

-4.20K

0.02%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

32.98K

Dec 31, 20

+2.04K

0.02%

Winslow, Evans & Crocker, Inc.

784

Dec 31, 20

+784

0.00%

ETRADE Capital Management LLC

1.14M

Sep 30, 20

-81.28K

0.66%

Watson Rebecca

218.47K

Sep 30, 20

+14.42K

0.13%

First Allied Advisory Services, Inc.

35.92K

Sep 30, 20

-945

0.02%

Independence Advisors, LLC

382

Sep 30, 20

0.00%

Cornerstone Advisors, Inc.

202

Sep 30, 20

0.00%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-7.50K

BRINKER CAPITAL INC

6.89K

Jun 30, 20

-11

0.00%

CA Family Wealth, LLC

46.26K

Mar 31, 20

-31.52K

0.03%

Squar Milner Financial Services LLC

3.36K

Mar 31, 20

0.00%

Advisor Group, Inc.

208.26K

Dec 31, 19

-31.76K

0.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

61.30K

Dec 31, 19

-8.71K

0.04%

Beacon Pointe Wealth Advisors, LLC

16.21K

Dec 31, 19

+5.76K

0.01%

CXI Advisors

206

Dec 31, 19

+206

0.00%

Sequoia Wealth Management, LLC

Dec 31, 19

-15.60K

Wealth & Pension Services Group, Inc.

56.45K

Sep 30, 19

+899

0.03%

BB&T SECURITIES, LLC

43.53K

Sep 30, 19

+5.42K

0.03%

Guidant Wealth Advisors

13.21K

Sep 30, 19

0.01%

SUNTRUST BANKS INC

10.06K

Sep 30, 19

-9.36K

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

2.08K

Sep 30, 19

-835

0.00%

MRA Associates USA LLC

1.26K

Sep 30, 19

-622

0.00%

Steinberg Global Asset Management

184.62K

Mar 31, 19

+150

0.11%

Stokes & Hubbell Capital Management, LLC

8.59K

Mar 31, 19

+8.59K

0.00%

Catamount Wealth Management

279

Mar 31, 19

0.00%

RELIANCE TRUST CO OF DELAWARE

Mar 31, 19

-22.45K

BREMER TRUST NATIONAL ASSOCIATION

747

Dec 31, 18

+747

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

18.60K

Sep 30, 18

+14.90K

0.01%

Edge Advisors, LLC

98.89K

Jun 30, 18

+2.62K

0.06%

Oak Point Wealth Management

8.31K

Mar 31, 18

-393

0.00%

Hefty Wealth Partners

1.06K

Mar 31, 18

-262

0.00%

WealthShield, LLC

14.68K

Dec 31, 17

+14.68K

0.01%

BB&T INVESTMENT SERVICES, INC.

778

Dec 31, 17

+778

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-30.78K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-59.41K

Commonwealth Equity Services, Inc

225.72K

Jun 30, 17

+17.97K

0.13%

WFG Advisors, LP

1.36K

Jun 30, 17

+354

0.00%

TIAA CREF TRUST CO FSB/MO

103.77K

Mar 31, 17

+19.46K

0.06%

Lebenthal Asset Management, LLC

4.99K

Mar 31, 17

+245

0.00%

MSI Financial Services Inc

35.89K

Dec 31, 16

+6.26K

0.02%

WILLIAM HARRIS INVESTORS INC

7.20K

Dec 31, 16

0.00%

Gerstein Fisher

57.06K

Sep 30, 16

+10.66K

0.03%

MANAGED ACCOUNT ADVISORS LLC

48.08K

Jun 30, 15

+22.79K

0.03%

STERNE AGEE GROUP, INC.

10.15K

Mar 31, 15

+10.15K

0.01%

Placemark Investments, Inc.

13.44K

Dec 31, 14

+13.44K

0.01%

UBS AG

9.61K

Sep 30, 14

-2.00K

0.01%

Wilmington Trust, National Association

2.76K

Jun 30, 14

+2.76K

0.00%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-4.63K

First Allied Securities, Inc.

286

Jun 30, 12

+186

0.00%

RBC Dominion Securities Inc.

100

Dec 31, 08

0.00%