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

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

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$185.30—

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IUSG(IUSG)

IUSG

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-231

BANK OF AMERICA CORP /DE/

52.77M

Mar 31, 26

+9.27M

30.82%

MORGAN STANLEY

14.55M

Mar 31, 26

+539.68K

8.49%

LPL Financial LLC

14.38M

Mar 31, 26

+154.74K

8.40%

JONES FINANCIAL COMPANIES LLLP

6.74M

Mar 31, 26

+1.39M

3.94%

ENVESTNET ASSET MANAGEMENT INC

2.87M

Mar 31, 26

+564.28K

1.67%

Merit Financial Group, LLC

1.95M

Mar 31, 26

+327.78K

1.14%

Ronald Blue Trust, Inc.

1.87M

Mar 31, 26

-3.22K

1.09%

JPMORGAN CHASE & CO

1.57M

Mar 31, 26

-46.88K

0.92%

RAYMOND JAMES FINANCIAL INC

1.43M

Mar 31, 26

-23.83K

0.83%

UBS Group AG

1.37M

Mar 31, 26

+169.55K

0.80%

NATIXIS ADVISORS, L.P.

1.35M

Mar 31, 26

+406.96K

0.79%

ROYAL BANK OF CANADA

1.22M

Mar 31, 26

+145.70K

0.71%

Kestra Investment Management, LLC

1.13M

Mar 31, 26

+2.00K

0.66%

WELLS FARGO & COMPANY/MN

1.13M

Mar 31, 26

-27.44K

0.66%

PNC FINANCIAL SERVICES GROUP, INC.

1.11M

Mar 31, 26

+108.89K

0.65%

Facet Wealth, Inc.

814.00K

Mar 31, 26

+40.69K

0.48%

BENJAMIN EDWARDS INC

787.34K

Mar 31, 26

+75.16K

0.46%

COMMONWEALTH EQUITY SERVICES, LLC

776.77K

Mar 31, 26

-274.46K

0.45%

FMR LLC

696.33K

Mar 31, 26

+9.93K

0.41%

Cetera Investment Advisers

638.08K

Mar 31, 26

+22.48K

0.37%

BLAIR WILLIAM & CO/IL

478.28K

Mar 31, 26

+58.58K

0.28%

HighTower Advisors, LLC

465.12K

Mar 31, 26

-106.80K

0.27%

CITIZENS FINANCIAL GROUP INC/RI

449.56K

Mar 31, 26

-17.69K

0.26%

CI Private Wealth, LLC

443.65K

Mar 31, 26

+89.70K

0.26%

Allworth Financial LP

431.05K

Mar 31, 26

-773

0.25%

Madison Wealth Partners, Inc

410.55K

Mar 31, 26

+9.29K

0.24%

AMERIPRISE FINANCIAL INC

393.46K

Mar 31, 26

-67.18K

0.23%

ADVISOR GROUP HOLDINGS, INC.

378.85K

Mar 31, 26

-19.66K

0.22%

Modera Wealth Management, LLC

352.32K

Mar 31, 26

+5.17K

0.21%

Legacy Financial Group LLC

340.35K

Mar 31, 26

+1.80K

0.20%

Cardinal Strategic Wealth Guidance

339.22K

Mar 31, 26

+4.69K

0.20%

HOWE & RUSLING INC

338.73K

Mar 31, 26

+16.14K

0.20%

Tanglewood Legacy Advisors, LLC

336.22K

Mar 31, 26

+11.10K

0.20%

Tennessee Valley Asset Management Partners

331.00K

Mar 31, 26

-22.25K

0.19%

Evergreen Wealth Solutions, LLC

282.67K

Mar 31, 26

+282.67K

0.17%

Charles Schwab Trust Co

281.94K

Mar 31, 26

+37.60K

0.16%

RMB Capital Management, LLC

280.49K

Mar 31, 26

+64.72K

0.16%

DDFG, Inc

273.49K

Mar 31, 26

+6.03K

0.16%

Bleakley Financial Group, LLC

265.73K

Mar 31, 26

+37.01K

0.16%

PRINCIPAL SECURITIES, INC.

254.20K

Mar 31, 26

-52.65K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

253.46K

Mar 31, 26

-34.92K

0.15%

Equitable Holdings, Inc.

248.08K

Mar 31, 26

-28.35K

0.14%

Aurdan Capital Management, LLC

242.47K

Mar 31, 26

-31.94K

0.14%

HILLTOP WEALTH ADVISORS, LLC

241.25K

Mar 31, 26

+2.67K

0.14%

TWO SIGMA INVESTMENTS, LP

239.00K

Mar 31, 26

+239.00K

0.14%

Horizon Investments, LLC

237.05K

Mar 31, 26

+127.82K

0.14%

ALLIANCEBERNSTEIN L.P.

228.61K

Mar 31, 26

-7.21K

0.13%

Veracity Capital LLC

228.21K

Mar 31, 26

-26.97K

0.13%

VOISARD ASSET MANAGEMENT GROUP, INC.

214.92K

Mar 31, 26

+14.15K

0.13%

Kestra Advisory Services, LLC

214.86K

Mar 31, 26

-9.15K

0.13%

Private Advisor Group, LLC

212.91K

Mar 31, 26

+1.67K

0.12%

SCS Capital Management LLC

203.65K

Mar 31, 26

-2.06K

0.12%

Atlantic Union Bankshares Corp

198.79K

Mar 31, 26

-5.88K

0.12%

Helen Stephens Group, LLC

198.32K

Mar 31, 26

+288

0.12%

Rockefeller Capital Management L.P.

190.53K

Mar 31, 26

+15.12K

0.11%

CUTLER INVESTMENT COUNSEL LLC

188.16K

Mar 31, 26

-4.47K

0.11%

Valmark Advisers, Inc.

187.86K

Mar 31, 26

-10.76K

0.11%

Cambridge Investment Research Advisors, Inc.

185.64K

Mar 31, 26

-44.12K

0.11%

Colony Group, LLC

182.45K

Mar 31, 26

+1.60K

0.11%

ForthRight Wealth Management, LLC

173.54K

Mar 31, 26

-2.58K

0.10%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

170.47K

Mar 31, 26

+52.38K

0.10%

CX Institutional

166.72K

Mar 31, 26

-176.85K

0.10%

Waldron Private Wealth LLC

160.86K

Mar 31, 26

-3.56K

0.09%

VestGen Advisors, LLC

158.94K

Mar 31, 26

+156.53K

0.09%

Sanctuary Advisors, LLC

156.84K

Mar 31, 26

+2.30K

0.09%

NorthStar Asset Management LLC /NJ/

150.31K

Mar 31, 26

+13.74K

0.09%

Strategies Wealth Advisors, LLC

150.23K

Mar 31, 26

-17.33K

0.09%

Spire Wealth Management

138.54K

Mar 31, 26

-3.14K

0.08%

STIFEL FINANCIAL CORP

137.79K

Mar 31, 26

-4.04K

0.08%

Bank of New York Mellon Corp

137.07K

Mar 31, 26

-25.16K

0.08%

MML INVESTORS SERVICES, LLC

136.66K

Mar 31, 26

-16.61K

0.08%

Gotham Asset Management, LLC

135.68K

Mar 31, 26

+79.77K

0.08%

Goldstone Financial Group, LLC

135.50K

Mar 31, 26

+22.04K

0.08%

GOLDMAN SACHS GROUP INC

133.16K

Mar 31, 26

-7.24K

0.08%

Integrated Wealth Concepts LLC

132.14K

Mar 31, 26

+5.08K

0.08%

DOLIVER ADVISORS, LP

129.82K

Mar 31, 26

-233

0.08%

Hudock, Inc.

129.40K

Mar 31, 26

-10.88K

0.08%

NBT BANK N A /NY

124.60K

Mar 31, 26

+124.43K

0.07%

Atria Investments, Inc

122.57K

Mar 31, 26

+3.92K

0.07%

Petix & Botte Co

121.62K

Mar 31, 26

-7.35K

0.07%

Madison Asset Management, LLC

121.28K

Mar 31, 26

+118.31K

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

119.56K

Mar 31, 26

+9.14K

0.07%

Adviser Investments LLC

118.85K

Mar 31, 26

+3.08K

0.07%

Birchcreek Wealth Management, LLC

118.65K

Mar 31, 26

+549

0.07%

ZRC WEALTH MANAGEMENT, LLC

117.84K

Mar 31, 26

+635

0.07%

Concurrent Investment Advisors, LLC

117.07K

Mar 31, 26

+3.09K

0.07%

Richard W. Paul & Associates, LLC

100.73K

Mar 31, 26

-2.40K

0.06%

PCA Investment Advisory Services Inc.

100.23K

Mar 31, 26

+4.59K

0.06%

Canvas Wealth Advisors, LLC

99.40K

Mar 31, 26

-1.56K

0.06%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

98.44K

Mar 31, 26

-76.86K

0.06%

BlackRock, Inc.

98.04K

Mar 31, 26

-1.47K

0.06%

FORTRESS FINANCIAL GROUP, LLC

96.33K

Mar 31, 26

+3.71K

0.06%

Allspring Global Investments Holdings, LLC

95.29K

Mar 31, 26

+76.19K

0.06%

ERTS Wealth Advisors, LLC

91.86K

Mar 31, 26

-10.71K

0.05%

Mascoma Wealth Management LLC

91.18K

Mar 31, 26

-28.65K

0.05%

STEVENS CAPITAL PARTNERS

90.03K

Mar 31, 26

+17.47K

0.05%

CAPTRUST FINANCIAL ADVISORS

88.16K

Mar 31, 26

-3

0.05%

Janney Montgomery Scott LLC

86.90K

Mar 31, 26

+12.67K

0.05%

Financial Council Asset Management Inc

85.87K

Mar 31, 26

-94

0.05%

IHT Wealth Management, LLC

82.54K

Mar 31, 26

-2.91K

0.05%

FIFTH THIRD BANCORP

81.10K

Mar 31, 26

+78.14K

0.05%

Creative Planning

79.84K

Mar 31, 26

+3.42K

0.05%

Cosner Financial Group, LLC

77.89K

Mar 31, 26

+1.12K

0.05%

BOS Asset Management, LLC

76.93K

Mar 31, 26

+5.40K

0.04%

Brio Consultants, LLC

76.38K

Mar 31, 26

-5.08K

0.04%

IRONWOOD WEALTH MANAGEMENT, INC.

75.92K

Mar 31, 26

-38

0.04%

Foundry Financial Group, Inc.

75.79K

Mar 31, 26

+6.82K

0.04%

Stratos Wealth Partners, LTD.

73.95K

Mar 31, 26

+1.64K

0.04%

Resources Investment Advisors, LLC.

72.58K

Mar 31, 26

-290

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

68.22K

Mar 31, 26

+3.02K

0.04%

Mariner, LLC

68.08K

Mar 31, 26

+5.63K

0.04%

Allianz Asset Management GmbH

67.78K

Mar 31, 26

-80.34K

0.04%

Seven Springs Wealth Group, LLC

66.12K

Mar 31, 26

+9.00K

0.04%

Baird Financial Group, Inc.

65.92K

Mar 31, 26

-6.07K

0.04%

Savant Capital, LLC

65.59K

Mar 31, 26

+803

0.04%

Gallagher Fiduciary Advisors, LLC

64.03K

Mar 31, 26

+6.35K

0.04%

Global Strategic Investment Solutions, LLC

63.75K

Mar 31, 26

-2.90K

0.04%

Quent Capital, LLC

62.59K

Mar 31, 26

-4.23K

0.04%

TD PRIVATE CLIENT WEALTH LLC

62.43K

Mar 31, 26

+5.88K

0.04%

Cresset Asset Management, LLC

61.97K

Mar 31, 26

-1.51K

0.04%

TRUIST FINANCIAL CORP

58.61K

Mar 31, 26

-53.25K

0.03%

Arkadios Wealth Advisors

55.78K

Mar 31, 26

+27.00K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

53.25K

Mar 31, 26

-8.63K

0.03%

Beacon Pointe Advisors, LLC

52.81K

Mar 31, 26

+22.19K

0.03%

NewEdge Advisors, LLC

50.27K

Mar 31, 26

+6.64K

0.03%

South Shore Capital Advisors

49.55K

Mar 31, 26

-251

0.03%

MOTIVE WEALTH ADVISORS

48.90K

Mar 31, 26

+522

0.03%

Perigon Wealth Management, LLC

48.66K

Mar 31, 26

-891

0.03%

Phoenix Wealth Advisors

46.54K

Mar 31, 26

-443

0.03%

Spectrum Wealth Advisory Group, LLC

45.65K

Mar 31, 26

-2.85K

0.03%

Independent Advisor Alliance

45.00K

Mar 31, 26

+45.00K

0.03%

TUDOR INVESTMENT CORP ET AL

44.64K

Mar 31, 26

+40.84K

0.03%

LEGACY SOLUTIONS, LLC

44.50K

Mar 31, 26

-3.03K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

43.42K

Mar 31, 26

-698

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.32K

Mar 31, 26

-41.41K

0.03%

CWM, LLC

43.15K

Mar 31, 26

-1.44K

0.03%

Amplius Wealth Advisors, LLC

42.30K

Mar 31, 26

-234

0.02%

Vident Advisory, LLC

42.06K

Mar 31, 26

+6.36K

0.02%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

41.02K

Mar 31, 26

-1.27K

0.02%

Independence Financial Advisors, LLC

40.02K

Mar 31, 26

-24.43K

0.02%

Ackerman Capital Advisors, LLC

39.99K

Mar 31, 26

-1.02K

0.02%

Able Wealth Management LLC

39.94K

Mar 31, 26

+323

0.02%

Advisory Services Network, LLC

39.56K

Mar 31, 26

+27.38K

0.02%

WESTWOOD HOLDINGS GROUP INC

38.50K

Mar 31, 26

+634

0.02%

Merkkuri Wealth Advisors LLC

38.34K

Mar 31, 26

+657

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.49K

Mar 31, 26

+37.49K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

37.31K

Mar 31, 26

+1.81K

0.02%

Clearstead Advisors, LLC

36.77K

Mar 31, 26

+24.60K

0.02%

Cornerstone Advisory, LLC

36.40K

Mar 31, 26

-242

0.02%

HRT FINANCIAL LP

36.23K

Mar 31, 26

+36.23K

0.02%

First Heartland Consultants, Inc.

35.56K

Mar 31, 26

-614

0.02%

Endowment Wealth Management, Inc.

35.10K

Mar 31, 26

+1.87K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

34.81K

Mar 31, 26

+5.77K

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

34.76K

Mar 31, 26

-1.39K

0.02%

Lido Advisors, LLC

34.51K

Mar 31, 26

-1.49K

0.02%

DEUTSCHE BANK AG\

33.93K

Mar 31, 26

0.02%

D.A. DAVIDSON & CO.

33.86K

Mar 31, 26

+59

0.02%

BANK OF MONTREAL /CAN/

33.79K

Mar 31, 26

-851

0.02%

1900 WEALTH MANAGEMENT LLC

32.86K

Mar 31, 26

-1.28K

0.02%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

32.57K

Mar 31, 26

-1.49K

0.02%

Rooted Wealth Advisors, Inc.

32.42K

Mar 31, 26

+786

0.02%

MCDONALD PARTNERS LLC

32.00K

Mar 31, 26

-33

0.02%

Mount Yale Investment Advisors, LLC

31.99K

Mar 31, 26

+31.99K

0.02%

Vestmark Advisory Solutions, Inc.

31.99K

Mar 31, 26

+29.38K

0.02%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

31.11K

Mar 31, 26

+697

0.02%

Windward Private Wealth Management Inc.

30.59K

Mar 31, 26

+785

0.02%

Essex Financial Services, Inc.

30.55K

Mar 31, 26

+341

0.02%

AQR CAPITAL MANAGEMENT LLC

30.36K

Mar 31, 26

+17.95K

0.02%

Cornell Pochily Investment Advisors, Inc.

30.09K

Mar 31, 26

+1.21K

0.02%

Garde Capital, Inc.

30.00K

Mar 31, 26

+251

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

29.48K

Mar 31, 26

+29.48K

0.02%

Quantinno Capital Management LP

28.65K

Mar 31, 26

+7.75K

0.02%

Stonebridge Financial Planning Group, LLC

28.46K

Mar 31, 26

-1.36K

0.02%

WealthShield Partners, LLC

28.25K

Mar 31, 26

-857

0.02%

M&T BANK CORP

28.01K

Mar 31, 26

-1.82K

0.02%

Flagship Private Wealth, LLC

28.01K

Mar 31, 26

-153

0.02%

Neumann Capital Management, LLC

27.82K

Mar 31, 26

+60

0.02%

ASPIRIANT, LLC

27.79K

Mar 31, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

27.67K

Mar 31, 26

-77

0.02%

Greenline Partners, LLC

27.57K

Mar 31, 26

0.02%

US BANCORP \DE\

26.87K

Mar 31, 26

+324

0.02%

JMG Financial Group, Ltd.

26.31K

Mar 31, 26

0.02%

Columbus Macro, LLC

26.30K

Mar 31, 26

+995

0.02%

Midwest Trust Co

25.84K

Mar 31, 26

+271

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

25.10K

Mar 31, 26

+1.22K

0.01%

Omega Financial Group, LLC

25.01K

Mar 31, 26

+363

0.01%

HB Wealth Management, LLC

24.81K

Mar 31, 26

+66

0.01%

MERCER GLOBAL ADVISORS INC /ADV

24.42K

Mar 31, 26

+2.26K

0.01%

Golden State Wealth Management, LLC

23.28K

Mar 31, 26

-500

0.01%

Stokes Family Office, LLC

23.14K

Mar 31, 26

-106

0.01%

Americana Partners, LLC

22.91K

Mar 31, 26

-11.57K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

22.89K

Mar 31, 26

+3.44K

0.01%

TD Waterhouse Canada Inc.

22.81K

Mar 31, 26

+5.45K

0.01%

CENTRAL TRUST Co

22.73K

Mar 31, 26

-1.57K

0.01%

William Howard & Co Financial Advisors Inc

22.57K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

22.55K

Mar 31, 26

+5.27K

0.01%

Western Wealth Management, LLC

22.52K

Mar 31, 26

+983

0.01%

BAILARD, INC.

22.22K

Mar 31, 26

+237

0.01%

Colorado Capital Management, Inc.

21.57K

Mar 31, 26

-790

0.01%

IEQ CAPITAL, LLC

21.54K

Mar 31, 26

+1.44K

0.01%

PARK AVENUE SECURITIES LLC

21.32K

Mar 31, 26

+2.55K

0.01%

Trek Financial, LLC

21.09K

Mar 31, 26

+63

0.01%

EVOKE WEALTH, LLC

21.07K

Mar 31, 26

0.01%

Prospera Financial Services Inc

20.67K

Mar 31, 26

+3.75K

0.01%

Brinker Capital Investments, LLC

20.66K

Mar 31, 26

-2.72K

0.01%

Caprock Group, LLC

20.63K

Mar 31, 26

+2.89K

0.01%

Bulwark Capital Corp

20.44K

Mar 31, 26

+438

0.01%

Wealthcare Advisory Partners LLC

20.42K

Mar 31, 26

-15.09K

0.01%

Sovereign Financial Group, Inc.

19.74K

Mar 31, 26

+3.15K

0.01%

Sunbelt Securities, Inc.

19.72K

Mar 31, 26

-3

0.01%

Kingsview Wealth Management, LLC

19.57K

Mar 31, 26

+5.23K

0.01%

Eagle Strategies LLC

19.39K

Mar 31, 26

+104

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

19.07K

Mar 31, 26

-961

0.01%

NORTHERN TRUST CORP

18.84K

Mar 31, 26

-58

0.01%

PRIVATE TRUST CO NA

18.66K

Mar 31, 26

-365

0.01%

NEW WAVE WEALTH ADVISORS LLC

18.38K

Mar 31, 26

-6.13K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

18.25K

Mar 31, 26

+13.32K

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

17.91K

Mar 31, 26

+8.81K

0.01%

RFG Advisory, LLC

17.87K

Mar 31, 26

-19.49K

0.01%

HARBOUR INVESTMENTS, INC.

17.77K

Mar 31, 26

+3.46K

0.01%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

17.42K

Mar 31, 26

+217

0.01%

EP Wealth Advisors, LLC

17.12K

Mar 31, 26

-2.00K

0.01%

HighPoint Advisor Group LLC

17.07K

Mar 31, 26

+350

0.01%

TriaGen Wealth Management LLC

16.89K

Mar 31, 26

-210

0.01%

CAHILL FINANCIAL ADVISORS INC

16.54K

Mar 31, 26

-424

0.01%

Summit Financial, LLC

16.34K

Mar 31, 26

+97

0.01%

PFG Advisors

16.03K

Mar 31, 26

+288

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

15.78K

Mar 31, 26

+3.25K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

15.68K

Mar 31, 26

0.01%

JANE STREET GROUP, LLC

15.59K

Mar 31, 26

+15.59K

0.01%

SEEDS INVESTOR LLC

15.59K

Mar 31, 26

+15.59K

0.01%

Sigma Planning Corp

15.38K

Mar 31, 26

-232

0.01%

Watchman Group, Inc.

15.31K

Mar 31, 26

-73

0.01%

NICOLET BANKSHARES INC

15.05K

Mar 31, 26

+15.05K

0.01%

MGO ONE SEVEN LLC

15.03K

Mar 31, 26

+4.65K

0.01%

PLANNING DIRECTIONS INC

14.86K

Mar 31, 26

-132

0.01%

Farther Finance Advisors, LLC

14.76K

Mar 31, 26

-267

0.01%

COLUMBIA ADVISORY PARTNERS LLC

14.19K

Mar 31, 26

-466

0.01%

Clearbridge Investments, LLC

14.03K

Mar 31, 26

-105.03K

0.01%

Biondo Investment Advisors, LLC

13.98K

Mar 31, 26

+7.80K

0.01%

OAK RIDGE INVESTMENTS LLC

13.79K

Mar 31, 26

-396

0.01%

Topel & Distasi Wealth Management, LLC

13.63K

Mar 31, 26

+2.98K

0.01%

NewEdge Wealth, LLC

13.51K

Mar 31, 26

-1.70K

0.01%

BEAM WEALTH ADVISORS, INC.

13.23K

Mar 31, 26

-6.59K

0.01%

Sterling Investment Counsel, LLC

12.61K

Mar 31, 26

-2.56K

0.01%

RFG - Bristol Wealth Advisors, LLC

12.54K

Mar 31, 26

-12.49K

0.01%

Provenance Wealth Advisors, LLC

12.44K

Mar 31, 26

-1.39K

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

12.33K

Mar 31, 26

+12.33K

0.01%

White Lighthouse Investment Management Inc.

12.32K

Mar 31, 26

-156

0.01%

OPPENHEIMER & CO INC

12.16K

Mar 31, 26

+944

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

12.05K

Mar 31, 26

-181

0.01%

Catalytic Wealth RIA, LLC

12.04K

Mar 31, 26

+10.60K

0.01%

Cerity Partners LLC

12.03K

Mar 31, 26

+26

0.01%

BCS Wealth Management

11.96K

Mar 31, 26

-11.96K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

11.75K

Mar 31, 26

+703

0.01%

M Holdings Securities, Inc.

11.62K

Mar 31, 26

-13

0.01%

Sequoia Financial Advisors, LLC

11.54K

Mar 31, 26

+18

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

11.48K

Mar 31, 26

+194

0.01%

GLENMEDE TRUST CO NA

11.19K

Mar 31, 26

+173

0.01%

St. Clair Advisors, LLC

11.05K

Mar 31, 26

+3.06K

0.01%

Banque Cantonale Vaudoise

11.00K

Mar 31, 26

0.01%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

10.81K

Mar 31, 26

+10.09K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

10.76K

Mar 31, 26

+1.19K

0.01%

MATAURO, LLC

10.65K

Mar 31, 26

-6.50K

0.01%

Patriot Financial Group Insurance Agency, LLC

10.52K

Mar 31, 26

+5.27K

0.01%

Holistic Planning, LLC

10.51K

Mar 31, 26

-232

0.01%

GSG Advisors LLC

10.37K

Mar 31, 26

-61

0.01%

Darden Wealth Group Inc

10.16K

Mar 31, 26

-210

0.01%

CIM, LLC

10.16K

Mar 31, 26

-156

0.01%

Hubbell Strickland Wealth Management, LLC

10.10K

Mar 31, 26

-39

0.01%

Richmond Investment Services, LLC

9.93K

Mar 31, 26

+1.91K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

9.92K

Mar 31, 26

-85

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

9.91K

Mar 31, 26

-284

0.01%

BECKER CAPITAL MANAGEMENT INC

9.81K

Mar 31, 26

-639

0.01%

CATALYST PRIVATE WEALTH, LLC

9.78K

Mar 31, 26

+2.16K

0.01%

Heritage Wealth Management, Inc. /CA/

9.73K

Mar 31, 26

0.01%

Vise Technologies, Inc.

9.66K

Mar 31, 26

0.01%

YHB Investment Advisors, Inc.

9.58K

Mar 31, 26

-178

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

9.54K

Mar 31, 26

0.01%

Trilogy Capital Inc.

9.51K

Mar 31, 26

-119

0.01%

COMMERCE BANK

9.41K

Mar 31, 26

-57

0.01%

SWEENEY & MICHEL, LLC

9.35K

Mar 31, 26

+11

0.01%

Van Hulzen Asset Management, LLC

9.28K

Mar 31, 26

-220

0.01%

Crestwood Advisors Group LLC

9.10K

Mar 31, 26

+1.38K

0.01%

SRS Capital Advisors, Inc.

9.10K

Mar 31, 26

-273

0.01%

Parallel Advisors, LLC

9.09K

Mar 31, 26

+60

0.01%

PATTEN & PATTEN INC/TN

9.01K

Mar 31, 26

-600

0.01%

Keystone Financial Group

9.00K

Mar 31, 26

+28

0.01%

Investors Research Corp

8.92K

Mar 31, 26

+472

0.01%

VICTORY FINANCIAL GROUP, LLC

8.72K

Mar 31, 26

+3.99K

0.01%

Baer Investment Advisory LLC

8.72K

Mar 31, 26

+8.72K

0.01%

Perennial Investment Advisors, LLC

8.65K

Mar 31, 26

+441

0.01%

Chicago Partners Investment Group LLC

8.52K

Mar 31, 26

+713

0.00%

Barnes Dennig Private Wealth Management LLC

8.50K

Mar 31, 26

+61

0.00%

Benchmark Financial Wealth Advisors, LLC

8.21K

Mar 31, 26

-60

0.00%

Ameritas Advisory Services, LLC

8.18K

Mar 31, 26

-271

0.00%

Waverly Advisors, LLC

8.18K

Mar 31, 26

-756

0.00%

Wealth Management Partners, LLC

8.18K

Mar 31, 26

-126

0.00%

VAUGHAN & Co SECURITIES, INC.

8.17K

Mar 31, 26

0.00%

Moment Partners, LLC

8.12K

Mar 31, 26

-8

0.00%

Symphony Financial, Ltd. Co.

8.10K

Mar 31, 26

-1.08K

0.00%

Innovative Wealth Building LLC

8.09K

Mar 31, 26

+22

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

8.00K

Mar 31, 26

0.00%

Total Clarity Wealth Management, Inc.

7.95K

Mar 31, 26

+4.19K

0.00%

Summit Wealth Partners, LLC

7.94K

Mar 31, 26

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

7.91K

Mar 31, 26

-691

0.00%

CITIGROUP INC

7.81K

Mar 31, 26

-1.01K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

7.81K

Mar 31, 26

0.00%

Apollon Financial, LLC

7.79K

Mar 31, 26

+2.68K

0.00%

Talisman Wealth Advisors LLC

7.71K

Mar 31, 26

-1.14K

0.00%

Diversified Enterprises, LLC

7.66K

Mar 31, 26

-78

0.00%

MONECO Advisors, LLC

7.59K

Mar 31, 26

-320

0.00%

Park Place Capital Corp

7.54K

Mar 31, 26

+6.60K

0.00%

Ipswich Investment Management Co., Inc.

7.52K

Mar 31, 26

+7.52K

0.00%

One Day In July LLC

7.48K

Mar 31, 26

+143

0.00%

Johnson Financial Group, Inc.

7.38K

Mar 31, 26

0.00%

Inspire Advisors, LLC

7.34K

Mar 31, 26

+2.67K

0.00%

Burns Matteson Capital Management, LLC

7.34K

Mar 31, 26

-126

0.00%

Integrated Advisors Network LLC

7.25K

Mar 31, 26

-7.33K

0.00%

TL Private Wealth

7.22K

Mar 31, 26

+235

0.00%

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

7.12K

Mar 31, 26

-100

0.00%

ORG Wealth Partners, LLC

7.06K

Mar 31, 26

+2.39K

0.00%

Ullmann Wealth Partners Group, LLC

7.03K

Mar 31, 26

0.00%

Inscription Capital, LLC

7.03K

Mar 31, 26

0.00%

Grey Fox Wealth Advisors, LLC

6.96K

Mar 31, 26

-58

0.00%

Graney & King, LLC

6.96K

Mar 31, 26

0.00%

PFG Investments, LLC

6.93K

Mar 31, 26

+495

0.00%

Meridian Financial, LLC

6.90K

Mar 31, 26

+398

0.00%

Prosperity Consulting Group, LLC

6.90K

Mar 31, 26

-1.21K

0.00%

Venture Visionary Partners LLC

6.87K

Mar 31, 26

-107

0.00%

Eldridge Investment Advisors, Inc.

6.84K

Mar 31, 26

-150

0.00%

Coordinated Financial Services, Inc.

6.83K

Mar 31, 26

-132

0.00%

Foundations Investment Advisors, LLC

6.71K

Mar 31, 26

+124

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

6.65K

Mar 31, 26

-976

0.00%

Weil Company, Inc.

6.64K

Mar 31, 26

0.00%

Twelve Points Wealth Management LLC

6.62K

Mar 31, 26

+131

0.00%

Vanguard Personalized Indexing Management, LLC

6.61K

Mar 31, 26

-1.81K

0.00%

Renasant Bank

6.60K

Mar 31, 26

+6.60K

0.00%

Texas Capital Bank Wealth Management Services Inc

6.51K

Mar 31, 26

0.00%

Gladstone Institutional Advisory LLC

6.45K

Mar 31, 26

-1.20K

0.00%

FRANKLIN RESOURCES INC

6.42K

Mar 31, 26

0.00%

MAI Capital Management

6.35K

Mar 31, 26

-49

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

6.33K

Mar 31, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

6.18K

Mar 31, 26

-808

0.00%

XML Financial, LLC

6.16K

Mar 31, 26

+55

0.00%

Private Wealth Partners, LLC

6.03K

Mar 31, 26

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

6.00K

Mar 31, 26

-17

0.00%

SAPIENT CAPITAL LLC

5.97K

Mar 31, 26

+152

0.00%

AE Wealth Management LLC

5.96K

Mar 31, 26

-20.75K

0.00%

Ulland Investment Advisors, LLC

5.93K

Mar 31, 26

-20

0.00%

Geneos Wealth Management Inc.

5.91K

Mar 31, 26

+260

0.00%

Axis Wealth Partners, LLC

5.88K

Mar 31, 26

-306

0.00%

Betterment LLC

5.84K

Mar 31, 26

+283

0.00%

Visionary Wealth Advisors

5.81K

Mar 31, 26

-116

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

5.80K

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

5.77K

Mar 31, 26

0.00%

Intrua Financial, LLC

5.74K

Mar 31, 26

+2.15K

0.00%

Asset Management Group, Inc.

5.72K

Mar 31, 26

0.00%

TCTC Holdings, LLC

5.70K

Mar 31, 26

-615

0.00%

Wescott Financial Advisory Group, LLC

5.63K

Mar 31, 26

0.00%

FIFTH THIRD SECURITIES, INC.

5.53K

Mar 31, 26

-151

0.00%

WHALEROCK POINT PARTNERS, LLC

5.51K

Mar 31, 26

0.00%

Meridian Wealth Management, LLC

5.50K

Mar 31, 26

+94

0.00%

Elevation Capital Advisory, LLC

5.47K

Mar 31, 26

-20.20K

0.00%

Mutual Advisors, LLC

5.45K

Mar 31, 26

-720

0.00%

TITLEIST ASSET MANAGEMENT, LLC

5.43K

Mar 31, 26

+1.99K

0.00%

CALTON & ASSOCIATES, INC.

5.41K

Mar 31, 26

-4

0.00%

MidAtlantic Capital Management, Inc.

5.39K

Mar 31, 26

0.00%

Bedel Financial Consulting, Inc.

5.38K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

5.36K

Mar 31, 26

+4.07K

0.00%

Colonial Trust Co / SC

5.35K

Mar 31, 26

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

5.33K

Mar 31, 26

0.00%

CONSILIO WEALTH ADVISORS, LLC

5.33K

Mar 31, 26

-217

0.00%

Fourth Dimension Wealth, LLC

5.26K

Mar 31, 26

+451

0.00%

GDS Wealth Management

5.21K

Mar 31, 26

-59

0.00%

Gateway Wealth Partners, LLC

5.13K

Mar 31, 26

+5.13K

0.00%

Wealth Quarterback LLC

5.12K

Mar 31, 26

-79

0.00%

CHOREO, LLC

5.09K

Mar 31, 26

+410

0.00%

MITCHELL CAPITAL MANAGEMENT CO

5.07K

Mar 31, 26

-4

0.00%

Rehmann Capital Advisory Group

5.07K

Mar 31, 26

-282

0.00%

Millington Financial Advisors, LLC

5.03K

Mar 31, 26

-2

0.00%

Snowden Capital Advisors LLC

5.00K

Mar 31, 26

0.00%

FC Advisory LLC

4.99K

Mar 31, 26

0.00%

RPG Investment Advisory, LLC

4.98K

Mar 31, 26

+416

0.00%

Waterloo Capital, L.P.

4.98K

Mar 31, 26

+169

0.00%

FORTE ASSET MANAGEMENT LLC

4.95K

Mar 31, 26

0.00%

Hoxton Planning & Management, LLC

4.93K

Mar 31, 26

+136

0.00%

BEARING POINT CAPITAL, LLC

4.90K

Mar 31, 26

-1.80K

0.00%

SouthState Corp

4.89K

Mar 31, 26

-1.36K

0.00%

Insight Wealth Strategies, LLC

4.88K

Mar 31, 26

-861

0.00%

Financial Partners Group, Inc

4.86K

Mar 31, 26

+139

0.00%

WHITTIER TRUST CO

4.80K

Mar 31, 26

0.00%

Octavia Wealth Advisors, LLC

4.80K

Mar 31, 26

+167

0.00%

Legacy Financial Advisors, Inc.

4.76K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

4.74K

Mar 31, 26

+1.00K

0.00%

Boyd Wealth Management, LLC

4.71K

Mar 31, 26

+395

0.00%

Legacy Private Trust Co.

4.70K

Mar 31, 26

-14.60K

0.00%

Empirical Asset Management, LLC

4.68K

Mar 31, 26

-305

0.00%

TrueWealth Financial Partners

4.67K

Mar 31, 26

+4.67K

0.00%

SeaCrest Wealth Management, LLC

4.65K

Mar 31, 26

-523

0.00%

NWAM LLC

4.60K

Mar 31, 26

-703

0.00%

BENNETT SELBY INVESTMENTS LP

4.58K

Mar 31, 26

-65

0.00%

Empower Advisory Group, LLC

4.57K

Mar 31, 26

-468

0.00%

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

4.56K

Mar 31, 26

-55

0.00%

One Charles Private Wealth Services, LLC

4.50K

Mar 31, 26

-1.29K

0.00%

Weaver Consulting Group

4.46K

Mar 31, 26

0.00%

PGIM Custom Harvest LLC

4.44K

Mar 31, 26

+316

0.00%

GWN SECURITIES INC.

4.42K

Mar 31, 26

-8

0.00%

Sage Financial Management Group, Inc.

4.40K

Mar 31, 26

-184

0.00%

Simplicity Wealth,LLC

4.40K

Mar 31, 26

-612

0.00%

Valeo Financial Advisors, LLC

4.40K

Mar 31, 26

-464

0.00%

Stratos Wealth Advisors, LLC

4.38K

Mar 31, 26

-7

0.00%

BESSEMER GROUP INC

4.36K

Mar 31, 26

0.00%

Kaizen Financial Strategies

4.34K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

4.28K

Mar 31, 26

+4.28K

0.00%

Annex Advisory Services, LLC

4.28K

Mar 31, 26

0.00%

Godshalk Welsh Capital Management, Inc.

4.25K

Mar 31, 26

0.00%

FourThought Financial Partners, LLC

4.20K

Mar 31, 26

-27

0.00%

Clark Capital Management Group, Inc.

4.20K

Mar 31, 26

+1.40K

0.00%

NFP Retirement, Inc.

4.18K

Mar 31, 26

0.00%

Calamos Wealth Management LLC

4.17K

Mar 31, 26

0.00%

Calamos Advisors LLC

4.17K

Mar 31, 26

+4.17K

0.00%

Wealthspire Advisors, LLC

4.13K

Mar 31, 26

+189

0.00%

LIBRA WEALTH LLC

4.13K

Mar 31, 26

0.00%

Sterling Capital Management LLC

4.11K

Mar 31, 26

+83

0.00%

Headlands Technologies LLC

4.10K

Mar 31, 26

+4.10K

0.00%

Elm Partners Management LLC

4.10K

Mar 31, 26

-48

0.00%

Three Bridge Wealth Advisors, LLC

4.09K

Mar 31, 26

0.00%

COLLECTIVE FAMILY OFFICE LLC

4.05K

Mar 31, 26

-135

0.00%

Meridian Wealth Advisors, LLC

4.00K

Mar 31, 26

0.00%

RETIREMENT INCOME SOLUTIONS, INC

4.00K

Mar 31, 26

0.00%

Cartesian Growth Corp

3.97K

Mar 31, 26

0.00%

Pathstone Holdings, LLC

3.96K

Mar 31, 26

+65

0.00%

Soltis Investment Advisors LLC

3.95K

Mar 31, 26

+92

0.00%

Melone Private Wealth, LLC

3.93K

Mar 31, 26

0.00%

PMG Wealth Management, Inc.

3.83K

Mar 31, 26

-56

0.00%

Fielder Capital Group LLC

3.75K

Mar 31, 26

0.00%

Financial Engines Advisors L.L.C.

3.74K

Mar 31, 26

+220

0.00%

Beaumont Financial Advisors, LLC

3.68K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

3.57K

Mar 31, 26

-1.89K

0.00%

Ancora Advisors, LLC

3.55K

Mar 31, 26

-429

0.00%

Monument Capital Management

3.55K

Mar 31, 26

+240

0.00%

Bright Futures Wealth Management, LLC.

3.54K

Mar 31, 26

0.00%

Savvy Advisors, Inc.

3.52K

Mar 31, 26

-165

0.00%

First City Capital Management, Inc.

3.44K

Mar 31, 26

0.00%

Peterson Wealth Advisors, LLC

3.40K

Mar 31, 26

0.00%

DGS Capital Management, LLC

3.38K

Mar 31, 26

-6

0.00%

NORDEN GROUP LLC

3.36K

Mar 31, 26

0.00%

Wealthquest Corp

3.34K

Mar 31, 26

-796

0.00%

Magnus Financial Group LLC

3.33K

Mar 31, 26

+129

0.00%

ADAPT WEALTH ADVISORS, LLC

3.32K

Mar 31, 26

-4

0.00%

Buckingham Strategic Partners

3.29K

Mar 31, 26

+1.78K

0.00%

Linscomb & Williams, Inc.

3.28K

Mar 31, 26

0.00%

FORVIS Wealth Advisors, LLC

3.26K

Mar 31, 26

+28

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.25K

Mar 31, 26

-1.28K

0.00%

Collier Financial

3.25K

Mar 31, 26

+282

0.00%

ALTFEST L J & CO INC

3.24K

Mar 31, 26

0.00%

Advisors Capital Management, LLC

3.23K

Mar 31, 26

-413

0.00%

DAVENPORT & Co LLC

3.22K

Mar 31, 26

-75

0.00%

Anchor Investment Management, LLC

3.20K

Mar 31, 26

+143

0.00%

Dorsey & Whitney Trust CO LLC

3.20K

Mar 31, 26

0.00%

Premier Path Wealth Partners, LLC

3.20K

Mar 31, 26

+565

0.00%

POTENTIA WEALTH

3.14K

Mar 31, 26

0.00%

Connecticut Wealth Management, LLC

3.13K

Mar 31, 26

0.00%

Stone Point Wealth LLC

3.12K

Mar 31, 26

+3.12K

0.00%

United Advisor Group, LLC

3.11K

Mar 31, 26

-7

0.00%

NOVEM GROUP

3.10K

Mar 31, 26

0.00%

CreativeOne Wealth, LLC

3.09K

Mar 31, 26

+1.87K

0.00%

Fiduciary Alliance LLC

3.08K

Mar 31, 26

+1.31K

0.00%

Maridea Wealth Management LLC

3.06K

Mar 31, 26

+655

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

3.06K

Mar 31, 26

+43

0.00%

ST GERMAIN D J CO INC

3.06K

Mar 31, 26

-332

0.00%

Allen Capital Group, LLC

3.05K

Mar 31, 26

-1.67K

0.00%

ELEVATUS WELATH MANAGEMENT

3.04K

Mar 31, 26

+54

0.00%

Investor's Fiduciary Advisor Network, LLC

3.04K

Mar 31, 26

-96

0.00%

Neuberger Berman Group LLC

3.03K

Mar 31, 26

-164

0.00%

Kovack Advisors, Inc.

2.98K

Mar 31, 26

-5.78K

0.00%

OARSMAN CAPITAL, INC.

2.96K

Mar 31, 26

-757

0.00%

Vista Private Wealth Partners. LLC

2.96K

Mar 31, 26

-3.98K

0.00%

Pallas Capital Advisors LLC

2.92K

Mar 31, 26

0.00%

Armbruster Capital Management, Inc.

2.90K

Mar 31, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

2.87K

Mar 31, 26

+415

0.00%

BROWN BROTHERS HARRIMAN & CO

2.85K

Mar 31, 26

+102

0.00%

Golden State Equity Partners

2.84K

Mar 31, 26

+2.84K

0.00%

NOMURA ASSET MANAGEMENT CO LTD

2.84K

Mar 31, 26

0.00%

DAGCO, INC.

2.81K

Mar 31, 26

+2.81K

0.00%

MISSION WEALTH MANAGEMENT, LP

2.81K

Mar 31, 26

-300

0.00%

Mill Creek Capital Advisors, LLC

2.79K

Mar 31, 26

+1.04K

0.00%

CENTRAL VALLEY ADVISORS, LLC

2.78K

Mar 31, 26

+2.78K

0.00%

OneAscent Family Office, LLC

2.76K

Mar 31, 26

-1.34K

0.00%

TRUE Private Wealth Advisors

2.74K

Mar 31, 26

-225

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

2.71K

Mar 31, 26

0.00%

Westmount Partners, LLC

2.69K

Mar 31, 26

0.00%

TCG Advisory Services, LLC

2.64K

Mar 31, 26

+2.64K

0.00%

Fidelis Capital Partners, LLC

2.63K

Mar 31, 26

0.00%

Miracle Mile Advisors, LLC

2.63K

Mar 31, 26

-89

0.00%

Founders Financial Alliance, LLC

2.62K

Mar 31, 26

+2.55K

0.00%

EverSource Wealth Advisors, LLC

2.61K

Mar 31, 26

+786

0.00%

LAIRD NORTON TRUST COMPANY, LLC

2.60K

Mar 31, 26

-320

0.00%

Northside Capital Management, LLC

2.57K

Mar 31, 26

0.00%

OneAscent Financial Services LLC

2.54K

Mar 31, 26

+334

0.00%

M1 Capital Management LLC

2.53K

Mar 31, 26

-69

0.00%

WealthCare Investment Partners, LLC

2.53K

Mar 31, 26

-17

0.00%

GenWealth Group, Inc.

2.52K

Mar 31, 26

0.00%

FF Advisors,LLC

2.51K

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

2.50K

Mar 31, 26

-500

0.00%

Frederick Financial Consultants, LLC

2.48K

Mar 31, 26

0.00%

HEADINVEST, LLC

2.46K

Mar 31, 26

0.00%

GREENWOOD GEARHART INC

2.43K

Mar 31, 26

-500

0.00%

BRYN MAWR TRUST Co

2.42K

Mar 31, 26

0.00%

Ellevest, Inc.

2.42K

Mar 31, 26

-66

0.00%

American Trust

2.41K

Mar 31, 26

+23

0.00%

AFT, FORSYTH & COMPANY, INC.

2.41K

Mar 31, 26

-89

0.00%

ALESCO ADVISORS LLC

2.40K

Mar 31, 26

0.00%

Key FInancial Inc

2.40K

Mar 31, 26

-20

0.00%

Fisher Asset Management, LLC

2.39K

Mar 31, 26

-866

0.00%

ELEMENT POINTE ADVISORS, LLC

2.37K

Mar 31, 26

0.00%

FIRST TRUST ADVISORS LP

2.37K

Mar 31, 26

+129

0.00%

FIRST AMERICAN TRUST, FSB

2.37K

Mar 31, 26

0.00%

Joel Isaacson & Co., LLC

2.34K

Mar 31, 26

0.00%

Wealth Alliance

2.32K

Mar 31, 26

+96

0.00%

Apollon Wealth Management, LLC

2.32K

Mar 31, 26

+228

0.00%

Beacon Harbor Wealth Advisors, Inc.

2.31K

Mar 31, 26

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.29K

Mar 31, 26

0.00%

Colonial River Wealth Management, LLC

2.28K

Mar 31, 26

-337

0.00%

SIGNATUREFD, LLC

2.28K

Mar 31, 26

+221

0.00%

LEE DANNER & BASS INC

2.28K

Mar 31, 26

0.00%

Family Legacy Financial Solutions, LLC

2.25K

Mar 31, 26

-129

0.00%

BROWN ADVISORY INC

2.25K

Mar 31, 26

0.00%

RIVERBRIDGE PARTNERS LLC

2.25K

Mar 31, 26

-1.41K

0.00%

OLD NATIONAL BANCORP /IN/

2.24K

Mar 31, 26

-31

0.00%

West Branch Capital LLC

2.22K

Mar 31, 26

-4

0.00%

Cannon Financial Strategists, Inc.

2.22K

Mar 31, 26

0.00%

Seascape Capital Management

2.20K

Mar 31, 26

+349

0.00%

EXENCIAL WEALTH ADVISORS, LLC

2.17K

Mar 31, 26

0.00%

Centurion Wealth Management LLC

2.17K

Mar 31, 26

0.00%

Freestone Capital Holdings, LLC

2.14K

Mar 31, 26

+929

0.00%

Prime Capital Investment Advisors, LLC

2.14K

Mar 31, 26

-154

0.00%

Continuum Advisory, LLC

2.14K

Mar 31, 26

+16

0.00%

Nikulski Financial, Inc.

2.13K

Mar 31, 26

-495

0.00%

Summit Global Investments

2.13K

Mar 31, 26

+118

0.00%

Community Financial Services Group, LLC

2.13K

Mar 31, 26

+665

0.00%

SATOVSKY ASSET MANAGEMENT LLC

2.12K

Mar 31, 26

0.00%

Crescent Grove Advisors, LLC

2.11K

Mar 31, 26

-331

0.00%

KFA Private Wealth Group, LLC

2.09K

Mar 31, 26

-291

0.00%

Financial Perspectives, Inc

2.07K

Mar 31, 26

0.00%

Onyx Bridge Wealth Group LLC

2.07K

Mar 31, 26

0.00%

CWA Asset Management Group, LLC

2.05K

Mar 31, 26

0.00%

INSTRUMENTAL WEALTH, LLC

2.04K

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

2.03K

Mar 31, 26

0.00%

J HAGAN CAPITAL, INC.

2.03K

Mar 31, 26

+2.03K

0.00%

CRUX WEALTH ADVISORS

2.02K

Mar 31, 26

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

2.02K

Mar 31, 26

-45

0.00%

Garrett Wealth Advisory Group, LLC

2.01K

Mar 31, 26

0.00%

IFP Advisors, Inc

2.00K

Mar 31, 26

-983

0.00%

Belvedere Trading LLC

1.99K

Mar 31, 26

+764

0.00%

Oak Asset Management, LLC

1.99K

Mar 31, 26

+49

0.00%

Modern Wealth Management, LLC

1.98K

Mar 31, 26

+1.98K

0.00%

Capital Analysts, LLC

1.97K

Mar 31, 26

-46

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

1.96K

Mar 31, 26

0.00%

StoneX Group Inc.

1.95K

Mar 31, 26

-2.75K

0.00%

Tidemark, LLC

1.93K

Mar 31, 26

+1.93K

0.00%

Leisure Capital Management

1.92K

Mar 31, 26

0.00%

Claro Advisors LLC

1.92K

Mar 31, 26

-47

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.90K

Mar 31, 26

+100

0.00%

Meeder Advisory Services, Inc.

1.86K

Mar 31, 26

-231

0.00%

Ashton Thomas Private Wealth, LLC

1.86K

Mar 31, 26

+574

0.00%

ALBION FINANCIAL GROUP /UT

1.84K

Mar 31, 26

-116

0.00%

Altiora Financial Group, LLC

1.83K

Mar 31, 26

+1.83K

0.00%

Avantax Planning Partners, Inc.

1.81K

Mar 31, 26

-887

0.00%

Goldstein Advisors, LLC

1.81K

Mar 31, 26

-113

0.00%

Marble Harbor Investment Counsel, LLC

1.80K

Mar 31, 26

0.00%

Sowell Financial Services LLC

1.79K

Mar 31, 26

+138

0.00%

Heritage Family Offices, LLP

1.78K

Mar 31, 26

0.00%

KWB Wealth

1.78K

Mar 31, 26

0.00%

WESBANCO BANK INC

1.78K

Mar 31, 26

0.00%

TRITONPOINT WEALTH, LLC

1.76K

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

1.76K

Mar 31, 26

+304

0.00%

OPINICUS CAPITAL, INC.

1.75K

Mar 31, 26

-352

0.00%

COURIER CAPITAL LLC

1.73K

Mar 31, 26

-5

0.00%

CVFG LLC

1.72K

Mar 31, 26

+266

0.00%

AlphaCore Capital LLC

1.72K

Mar 31, 26

+40

0.00%

Bank OZK

1.72K

Mar 31, 26

+193

0.00%

Stonebrook Private Inc.

1.71K

Mar 31, 26

+18

0.00%

SALEM INVESTMENT COUNSELORS INC

1.69K

Mar 31, 26

0.00%

Revolve Wealth Partners, LLC

1.68K

Mar 31, 26

-369

0.00%

JOHNSON INVESTMENT COUNSEL INC

1.67K

Mar 31, 26

-5

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

1.66K

Mar 31, 26

+451

0.00%

FLAGSTAR ADVISORS INC.

1.64K

Mar 31, 26

-110

0.00%

First National Bank of Hutchinson

1.64K

Mar 31, 26

0.00%

Forefront Wealth Partners, LLC

1.64K

Mar 31, 26

0.00%

Castle Rock Wealth Management, LLC

1.64K

Mar 31, 26

0.00%

SFG Wealth Management, LLC.

1.62K

Mar 31, 26

-520

0.00%

BARRETT & COMPANY, INC.

1.60K

Mar 31, 26

+50

0.00%

MainStreet Investment Advisors LLC

1.60K

Mar 31, 26

0.00%

Kelman-Lazarov, Inc.

1.60K

Mar 31, 26

0.00%

Joule Financial, LLC

1.59K

Mar 31, 26

+1.59K

0.00%

Horst & Graben Wealth Management LLC

1.58K

Mar 31, 26

0.00%

Steel Peak Wealth Management LLC

1.56K

Mar 31, 26

0.00%

Coastal Bridge Advisors, LLC

1.56K

Mar 31, 26

-60

0.00%

Regal Investment Advisors LLC

1.56K

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

1.54K

Mar 31, 26

0.00%

Peak Retirement Planning, Inc.

1.54K

Mar 31, 26

+1.54K

0.00%

Summit Trail Advisors, LLC

1.53K

Mar 31, 26

-332

0.00%

Centerpoint Advisors, LLC

1.53K

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

1.53K

Mar 31, 26

0.00%

MTM Investment Management, LLC

1.53K

Mar 31, 26

0.00%

DT Investment Partners, LLC

1.53K

Mar 31, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

1.53K

Mar 31, 26

+54

0.00%

Falcon Wealth Planning

1.52K

Mar 31, 26

+78

0.00%

Proficio Capital Partners LLC

1.51K

Mar 31, 26

0.00%

Bernardo Wealth Planning LLC

1.51K

Mar 31, 26

-547

0.00%

Sage Mountain Advisors LLC

1.51K

Mar 31, 26

-23

0.00%

Csenge Advisory Group

1.51K

Mar 31, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

1.50K

Mar 31, 26

+258

0.00%

Blankinship & Foster, LLC

1.50K

Mar 31, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.50K

Mar 31, 26

0.00%

New England Private Wealth Advisors LLC

1.50K

Mar 31, 26

0.00%

EHRLICH FINANCIAL GROUP

1.49K

Mar 31, 26

0.00%

Pure Financial Advisors, LLC

1.48K

Mar 31, 26

+275

0.00%

AWM CAPITAL, LLC

1.48K

Mar 31, 26

0.00%

Convergence Financial, LLC

1.48K

Mar 31, 26

+34

0.00%

Traynor Capital Management, Inc.

1.48K

Mar 31, 26

+1.48K

0.00%

Fingerlakes Wealth Management, Inc.

1.48K

Mar 31, 26

0.00%

Invst, LLC

1.47K

Mar 31, 26

+1.47K

0.00%

Teamwork Financial Advisors, LLC

1.47K

Mar 31, 26

+1.47K

0.00%

MKT Advisors LLC

1.47K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

1.46K

Mar 31, 26

0.00%

Antonelli Financial Advisors, LLC

1.45K

Mar 31, 26

0.00%

Invesco Ltd.

1.45K

Mar 31, 26

+1.45K

0.00%

Tortoise Investment Management, LLC

1.44K

Mar 31, 26

0.00%

Keystone Financial Group, Inc.

1.43K

Mar 31, 26

0.00%

Avidian Wealth Solutions, LLC

1.43K

Mar 31, 26

-20

0.00%

BAR HARBOR WEALTH MANAGEMENT

1.42K

Mar 31, 26

0.00%

Skopos Labs, Inc.

1.42K

Mar 31, 26

+52

0.00%

Williams Jones Wealth Management, LLC.

1.41K

Mar 31, 26

+1.41K

0.00%

ASSETMARK, INC

1.41K

Mar 31, 26

-1.76K

0.00%

InTrack Investment Management Inc

1.41K

Mar 31, 26

0.00%

Capital Investment Advisors, LLC

1.41K

Mar 31, 26

0.00%

Retirement Planning Group

1.41K

Mar 31, 26

-23

0.00%

Unified Investment Management

1.40K

Mar 31, 26

0.00%

TABLEAUX LLC

1.40K

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

1.39K

Mar 31, 26

0.00%

PINNACLE ASSOCIATES LTD

1.37K

Mar 31, 26

-795

0.00%

CENTAURUS FINANCIAL, INC.

1.37K

Mar 31, 26

-12

0.00%

ABOUND FINANCIAL, LLC

1.36K

Mar 31, 26

-27

0.00%

Verity & Verity, LLC

1.36K

Mar 31, 26

0.00%

Perfromance Wealth Partners, LLC

1.35K

Mar 31, 26

0.00%

Seneca Financial Advisors LLC

1.35K

Mar 31, 26

0.00%

Chevy Chase Trust Holdings, LLC

1.35K

Mar 31, 26

0.00%

Foguth Wealth Management, LLC.

1.34K

Mar 31, 26

+1.34K

0.00%

Redmond Asset Management, LLC

1.34K

Mar 31, 26

0.00%

Balboa Wealth Partners

1.32K

Mar 31, 26

0.00%

FIDUCIARY TRUST CO

1.31K

Mar 31, 26

0.00%

Dynamic Advisor Solutions LLC

1.31K

Mar 31, 26

-89

0.00%

Everstar Asset Management, LLC

1.30K

Mar 31, 26

+1.30K

0.00%

Investment Advisory Group, LLC

1.29K

Mar 31, 26

+60

0.00%

Acropolis Investment Management, LLC

1.26K

Mar 31, 26

0.00%

Cornerstone Wealth Group, LLC

1.25K

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

1.24K

Mar 31, 26

-515

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.21K

Mar 31, 26

0.00%

Formidable Asset Management, LLC

1.21K

Mar 31, 26

+1.21K

0.00%

Finley Financial, LLC

1.18K

Mar 31, 26

0.00%

Palacios Wealth Management, LLC

1.18K

Mar 31, 26

+1.18K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.14K

Mar 31, 26

-78

0.00%

Evernest Financial Advisors, LLC

1.13K

Mar 31, 26

-463

0.00%

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

1.11K

Mar 31, 26

+904

0.00%

CoreCap Advisors, LLC

1.10K

Mar 31, 26

-120

0.00%

Sachetta, LLC

1.04K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

1.03K

Mar 31, 26

+1.03K

0.00%

Financial Network Wealth Advisors LLC

1.01K

Mar 31, 26

0.00%

Synergy Investment Management, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

985

Mar 31, 26

+663

0.00%

BOKF, NA

935

Mar 31, 26

+400

0.00%

Dunhill Financial, LLC

915

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

875

Mar 31, 26

-29

0.00%

Jackson, Grant Investment Advisers, Inc.

845

Mar 31, 26

0.00%

Sound Income Strategies, LLC

842

Mar 31, 26

+107

0.00%

TSFG, LLC

832

Mar 31, 26

0.00%

Operose Advisors LLC

829

Mar 31, 26

+805

0.00%

Addison Advisors LLC

825

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

819

Mar 31, 26

+610

0.00%

Parkside Financial Bank & Trust

810

Mar 31, 26

0.00%

Family Management Corp

803

Mar 31, 26

0.00%

Independence Bank of Kentucky

750

Mar 31, 26

-157

0.00%

WHITTIER TRUST CO OF NEVADA INC

749

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

723

Mar 31, 26

-7.97K

0.00%

JFS WEALTH ADVISORS, LLC

699

Mar 31, 26

-1

0.00%

Capital Investment Advisory Services, LLC

694

Mar 31, 26

-12.13K

0.00%

HHM Wealth Advisors, LLC

638

Mar 31, 26

-93

0.00%

FIRST HORIZON CORP

583

Mar 31, 26

0.00%

JNBA Financial Advisors

542

Mar 31, 26

0.00%

Abound Wealth Management

529

Mar 31, 26

+10

0.00%

Destiny Wealth Partners, LLC

520

Mar 31, 26

+520

0.00%

Longview Financial Advisors LLC

515

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

510

Mar 31, 26

+241

0.00%

Glen Eagle Advisors, LLC

504

Mar 31, 26

0.00%

Morton Brown Family Wealth, LLC

471

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

463

Mar 31, 26

0.00%

Fairscale Capital, LLC

458

Mar 31, 26

-85

0.00%

Pacific Center for Financial Services

442

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

440

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

438

Mar 31, 26

0.00%

Nemes Rush Group LLC

428

Mar 31, 26

+76

0.00%

GGM Financials LLC

415

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

415

Mar 31, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

406

Mar 31, 26

+406

0.00%

Qube Research & Technologies Ltd

402

Mar 31, 26

+339

0.00%

Activest Wealth Management

396

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

390

Mar 31, 26

+190

0.00%

Winch Advisory Services, LLC

384

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

375

Mar 31, 26

-275

0.00%

Hoese & Co LLP

333

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

319

Mar 31, 26

+319

0.00%

Game Plan Financial Advisors, LLC

310

Mar 31, 26

0.00%

Asset Dedication, LLC

306

Mar 31, 26

-3

0.00%

Peachtree Investment Partners, LLC

306

Mar 31, 26

0.00%

MATHER GROUP, LLC.

299

Mar 31, 26

+299

0.00%

LRI Investments, LLC

289

Mar 31, 26

0.00%

GAMMA Investing LLC

289

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

284

Mar 31, 26

0.00%

Bogart Wealth, LLC

278

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

275

Mar 31, 26

+275

0.00%

Vermillion Wealth Management, Inc.

264

Mar 31, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

250

Mar 31, 26

0.00%

Arlington Trust Co LLC

250

Mar 31, 26

0.00%

Breakwater Investment Management

245

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

244

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

243

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

228

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

218

Mar 31, 26

+218

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

211

Mar 31, 26

0.00%

Hickory Point Bank & Trust

200

Mar 31, 26

+200

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

193

Mar 31, 26

+193

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

191

Mar 31, 26

+15

0.00%

Signature Resources Capital Management, LLC

190

Mar 31, 26

+43

0.00%

NATIONAL BANK OF CANADA /FI/

185

Mar 31, 26

0.00%

Mechanics Financial Corp

179

Mar 31, 26

0.00%

Archer Investment Corp

176

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

174

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

169

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

165

Mar 31, 26

0.00%

Financial Life Planners

165

Mar 31, 26

+165

0.00%

Coastal Investment Advisors, Inc.

160

Mar 31, 26

0.00%

Imprint Wealth LLC

149

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

145

Mar 31, 26

0.00%

Crews Bank & Trust

144

Mar 31, 26

0.00%

TD Capital Management LLC

144

Mar 31, 26

0.00%

MOTCO

144

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

141

Mar 31, 26

0.00%

New Republic Capital, LLC

140

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

137

Mar 31, 26

-500

0.00%

TFC Financial Management, Inc.

132

Mar 31, 26

+61

0.00%

RICHARDS, MERRILL & PETERSON, INC.

132

Mar 31, 26

0.00%

Millstone Evans Group, LLC

117

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

112

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

107

Mar 31, 26

0.00%

Sherman Asset Management, Inc.

106

Mar 31, 26

0.00%

Front Row Advisors LLC

104

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

103

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

100

Mar 31, 26

+100

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

100

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

GoalVest Advisory LLC

Mar 31, 26

-31

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

+76

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

0.00%

CITY HOLDING CO

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

+60

0.00%

GODSEY & GIBB, INC

Mar 31, 26

+58

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Mar 31, 26

-11

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+45

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+18

0.00%

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

Mar 31, 26

0.00%

City State Bank

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+29

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

COUNTRY TRUST BANK

Mar 31, 26

-102

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Mar 31, 26

0.00%

Glassman Wealth Services

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

Mar 31, 26

-1

0.00%

Colonial Trust Advisors

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

HighMark Wealth Management LLC

Mar 31, 26

-725

0.00%

Burk Holdings LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

Copia Wealth Management

Mar 31, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

0.00%

Mar 31, 26

0.00%

Wealth Watch Advisors, INC

Mar 31, 26

-576

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-29.86K

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Mar 31, 26

-1.25K

VISIONARY HORIZONS, LLC

Mar 31, 26

-1.40K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-89

RMG Wealth Management LLC

Mar 31, 26

-500

OPTIMA CAPITAL LLC

Mar 31, 26

-31

WIN ADVISORS, INC

Mar 31, 26

-94.93K

Hershey Financial Advisers, LLC

Mar 31, 26

-3.45K

Diversify Advisory Services, LLC

Mar 31, 26

-1.74K

Global Assets Advisory, LLC

Mar 31, 26

-1.48K

ABLE Financial Group, LLC

Mar 31, 26

-1.36K

CARRET ASSET MANAGEMENT, LLC

Mar 31, 26

-1.25K

Concord Wealth Partners

Mar 31, 26

-606

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-6.81K

O'Brien Greene & Co. Inc

Mar 31, 26

-1.26K

WMG Financial Advisors, LLC

Mar 31, 26

-1.27K

Elyxium Wealth, LLC

Mar 31, 26

-902

Pasadena Private Wealth, LLC

Mar 31, 26

-1.20K

NorthRock Partners, LLC

Mar 31, 26

-1.22K

Headland Capital, LLC

Mar 31, 26

-1.72K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-7.80K

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-90

Paulson Wealth Management Inc.

Mar 31, 26

-3.22K

Worth Financial Advisory Group, LLC

Mar 31, 26

-4.37K

Stone House Investment Management, LLC

Mar 31, 26

-276

NBC SECURITIES, INC.

Mar 31, 26

-385

Collaborative Wealth Managment Inc.

Mar 31, 26

-1.76K

Laurel Wealth Advisors LLC

Mar 31, 26

-16

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mar 31, 26

-155

Zhang Financial LLC

Mar 31, 26

-1.20K

IFG Advisory, LLC

Mar 31, 26

-68.62K

Kingdom Financial Group LLC.

Mar 31, 26

-878

Frazier Financial Advisors, LLC

Mar 31, 26

-13

Wall Capital Group, Inc.

Mar 31, 26

-40.89K

Blue Rock Wealth Management LLC

Mar 31, 26

-1.31K

Bank of New Hampshire

Mar 31, 26

-650

Cannon Wealth Management Services, LLC

Mar 31, 26

-1.37K

Lloyd Advisory Services, LLC.

Mar 31, 26

-743

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

Mar 31, 26

-1.46K

Verum Partners LLC

Mar 31, 26

-1.19K

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-1.36K

FIL Ltd

Mar 31, 26

-173.79K

Princeton Global Asset Management LLC

Mar 31, 26

-45

True Wealth Design, LLC

Mar 31, 26

-1.00K

J.Safra Asset Management Corp

Mar 31, 26

-12.96K

STAGE HARBOR FINANCIAL, LLC

Mar 31, 26

-1.51K

NCP Inc.

Mar 31, 26

-190

AUGUSTINE ASSET MANAGEMENT INC

Mar 31, 26

-1.91K

Embree Financial Group

Mar 31, 26

-1.29K

Mechanics Bank Trust Department

Mar 31, 26

-1.70K

PDS Planning, Inc

Mar 31, 26

-1.26K

WESTFIELD CAPITAL MANAGEMENT CO LP

Mar 31, 26

-66.53K

Clark Asset Management, LLC

Mar 31, 26

-3.52K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-5.09K

TOTH FINANCIAL ADVISORY CORP

Mar 31, 26

-297

GRIFFIN ASSET MANAGEMENT, INC.

Mar 31, 26

-1.27K

WEST PACES ADVISORS INC.

Mar 31, 26

-35

Lakeshore Financial Planning, Inc.

Mar 31, 26

-1.26K

Legacy Advisors, LLC

Mar 31, 26

-1.34K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-1.34K

Summit Financial Strategies, Inc.

Mar 31, 26

-1.32K

Vantage Financial Partners, LLC

86.80K

Dec 31, 25

+796

0.05%

Main Street Financial Solutions, LLC

82.77K

Dec 31, 25

-989

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%

Global Retirement Partners, LLC

38.99K

Dec 31, 25

+611

0.02%

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%

TRUST CO OF VERMONT

3.10K

Dec 31, 25

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%

SageView Advisory Group, LLC

1.39K

Dec 31, 25

-168

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

PUFF WEALTH MANAGEMENT, LLC

Dec 31, 25

-2.74K

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

0.14%

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

0.35%

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

0.34%

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%

Unique Wealth Strategies, LLC

189

Jun 30, 24

+189

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

1.04%

Windsor Group LTD

405.83K

Sep 30, 23

+6.56K

0.24%

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%

Andesa Financial Management Inc.

Mar 31, 23

-3.42K

Ford Financial Group, LLC

Mar 31, 23

-7.77K

F3Logic, LLC

185.53K

Dec 31, 22

+58.37K

0.11%

Gallagher Benefit Services, Inc.

185.53K

Dec 31, 22

+185.53K

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%

Pinnacle Private Wealth, LLC

Jun 30, 22

-2.98K

Private Capital Group, LLC

Jun 30, 22

-1.65K

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%

Financial Planners of Cleveland, Inc.

Mar 31, 22

-2.85K

IndexIQ Advisors LLC

Mar 31, 22

-1

Barrett Asset Management, LLC

Mar 31, 22

-350

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

0.01%

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%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-59.41K

NATIONAL PLANNING CORP

Dec 31, 17

-30.78K

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%