iShares Core S&P U.S. Value ETF(IUSV)

$115.36—

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iShares Core S&P U.S. Value ETF(IUSV)

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$115.36—

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IUSV(IUSV)

IUSV

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Institutional Ownership

Top 1029 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	87.14M	Jun 30, 26	+3.77M	35.95%
LPL Financial LLC	17.44M	Jun 30, 26	+212.65K	7.19%
MORGAN STANLEY	9.79M	Jun 30, 26	-64.74K	4.04%
JONES FINANCIAL COMPANIES LLLP	8.10M	Jun 30, 26	+451.01K	3.34%
ENVESTNET ASSET MANAGEMENT INC	7.58M	Jun 30, 26	+410.93K	3.13%
SIGNATUREFD, LLC	4.87M	Jun 30, 26	+228.96K	2.01%
Kestra Investment Management, LLC	4.46M	Jun 30, 26	+570.75K	1.84%
Ronald Blue Trust, Inc.	4.24M	Jun 30, 26	-39.96K	1.75%
ASPIRIANT, LLC	3.69M	Jun 30, 26	+2.45K	1.52%
Merit Financial Group, LLC	2.98M	Jun 30, 26	+187.88K	1.23%
JPMORGAN CHASE & CO	1.92M	Jun 30, 26	-162.12K	0.79%
RAYMOND JAMES FINANCIAL INC	1.66M	Jun 30, 26	+15.39K	0.68%
PNC FINANCIAL SERVICES GROUP, INC.	1.60M	Jun 30, 26	+163.45K	0.66%
ROYAL BANK OF CANADA	1.58M	Jun 30, 26	+67.94K	0.65%
UBS Group AG	1.54M	Jun 30, 26	-58.25K	0.64%
BENJAMIN EDWARDS INC	1.39M	Jun 30, 26	+79.29K	0.57%
Modera Wealth Management, LLC	1.19M	Jun 30, 26	+5.47K	0.49%
BLAIR WILLIAM & CO/IL	1.19M	Jun 30, 26	+23.69K	0.49%
Foster Group, Inc.	1.13M	Jun 30, 26	+19.52K	0.47%
NATIXIS ADVISORS, L.P.	1.13M	Jun 30, 26	+106.68K	0.47%
CI Private Wealth, LLC	874.49K	Jun 30, 26	+56.08K	0.36%
Auto-Owners Insurance Co	864.00K	Jun 30, 26	-490.00K	0.36%
WELLS FARGO & COMPANY/MN	851.25K	Jun 30, 26	-332.64K	0.35%
CANANDAIGUA NATIONAL BANK & TRUST CO	808.56K	Jun 30, 26	+808.56K	0.33%
Cetera Investment Advisers	755.19K	Jun 30, 26	+44.38K	0.31%
HighTower Advisors, LLC	744.19K	Jun 30, 26	+26.71K	0.31%
Sequoia Financial Advisors, LLC	695.00K	Jun 30, 26	-649	0.29%
PRINCIPAL SECURITIES, INC.	671.26K	Jun 30, 26	-30.83K	0.28%
COMMONWEALTH EQUITY SERVICES, LLC	669.76K	Jun 30, 26	+11.19K	0.28%
McGlone Suttner Wealth Management, Inc.	664.62K	Jun 30, 26	+11.31K	0.27%
ADVISOR GROUP HOLDINGS, INC.	603.50K	Jun 30, 26	+90.05K	0.25%
Evergreen Wealth Solutions, LLC	591.89K	Jun 30, 26	+148.94K	0.24%
Allworth Financial LP	587.66K	Jun 30, 26	-9.94K	0.24%
RMB Capital Management, LLC	573.08K	Jun 30, 26	+123.61K	0.24%
Allspring Global Investments Holdings, LLC	532.87K	Jun 30, 26	+7.30K	0.22%
FMR LLC	482.74K	Jun 30, 26	+4.94K	0.20%
GOLDMAN SACHS GROUP INC	472.65K	Jun 30, 26	+37.91K	0.19%
AMERIPRISE FINANCIAL INC	460.85K	Jun 30, 26	+42.98K	0.19%
SRS Capital Advisors, Inc.	450.24K	Jun 30, 26	+444.10K	0.19%
Nadler Financial Group, Inc.	443.54K	Jun 30, 26	-9.89K	0.18%
FLAGSHIP HARBOR ADVISORS, LLC	429.49K	Jun 30, 26	+21.63K	0.18%
HOWE & RUSLING INC	416.95K	Jun 30, 26	+58.16K	0.17%
Janney Montgomery Scott LLC	410.48K	Jun 30, 26	+306.96K	0.17%
Gotham Asset Management, LLC	398.47K	Jun 30, 26	+157.50K	0.16%
Colony Group, LLC	397.89K	Jun 30, 26	-20.77K	0.16%
Financial Engines Advisors L.L.C.	397.45K	Jun 30, 26	+52.73K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	391.56K	Jun 30, 26	+824	0.16%
Tanglewood Legacy Advisors, LLC	383.49K	Jun 30, 26	+2.06K	0.16%
Atlantic Union Bankshares Corp	375.13K	Jun 30, 26	+7.65K	0.15%
Veracity Capital LLC	368.40K	Jun 30, 26	+7.55K	0.15%
HANTZ FINANCIAL SERVICES, INC.	354.36K	Jun 30, 26	-3.78K	0.15%
PCA Investment Advisory Services Inc.	330.93K	Jun 30, 26	+10.06K	0.14%
Madison Wealth Partners, Inc	319.93K	Jun 30, 26	+7.80K	0.13%
Townsend & Associates, Inc	316.30K	Jun 30, 26	-3.02K	0.13%
SOUTHERN CAPITAL ADVISORS, LLC	311.42K	Jun 30, 26	+15.82K	0.13%
DDFG, Inc	300.40K	Jun 30, 26	+3.04K	0.12%
ForthRight Wealth Management, LLC	294.36K	Jun 30, 26	-7.92K	0.12%
MML INVESTORS SERVICES, LLC	287.52K	Jun 30, 26	+37.72K	0.12%
Duncan Williams Asset Management, LLC	282.32K	Jun 30, 26	+11.85K	0.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	254.88K	Jun 30, 26	+8.24K	0.11%
Vident Advisory, LLC	252.46K	Jun 30, 26	+2.43K	0.10%
Modern Wealth Management, LLC	247.86K	Jun 30, 26	+208.33K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	247.35K	Jun 30, 26	+168.11K	0.10%
Salus Financial Advisors, LLC	243.30K	Jun 30, 26	+18.03K	0.10%
Private Advisor Group, LLC	243.04K	Jun 30, 26	+23.46K	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	237.42K	Jun 30, 26	-48.67K	0.10%
Sanctuary Advisors, LLC	236.85K	Jun 30, 26	+10.17K	0.10%
Garde Capital, Inc.	232.41K	Jun 30, 26	-5.03K	0.10%
Rockefeller Capital Management L.P.	221.19K	Jun 30, 26	+4.63K	0.09%
GDS Wealth Management	212.87K	Jun 30, 26	-15.20K	0.09%
Steele Capital Management, Inc.	206.99K	Jun 30, 26	-2.53K	0.09%
Waldron Private Wealth LLC	206.86K	Jun 30, 26	-27.82K	0.09%
Birchcreek Wealth Management, LLC	204.62K	Jun 30, 26	+2.82K	0.08%
Vestmark Advisory Solutions, Inc.	192.81K	Jun 30, 26	+115.20K	0.08%
IRONWOOD WEALTH MANAGEMENT, INC.	192.78K	Jun 30, 26	+220	0.08%
Strategies Wealth Advisors, LLC	191.03K	Jun 30, 26	-11.98K	0.08%
SkyOak Wealth, LLC	189.46K	Jun 30, 26	-11.02K	0.08%
High Probability Advisors, LLC	189.32K	Jun 30, 26	+11.05K	0.08%
Kestra Advisory Services, LLC	187.37K	Jun 30, 26	-19.03K	0.08%
Richard W. Paul & Associates, LLC	184.59K	Jun 30, 26	+2.46K	0.08%
Concurrent Investment Advisors, LLC	173.98K	Jun 30, 26	+15.38K	0.07%
Crescent Grove Advisors, LLC	164.62K	Jun 30, 26	+2.18K	0.07%
Financial Partners Group, Inc	159.70K	Jun 30, 26	-1.69K	0.07%
Mount Yale Investment Advisors, LLC	154.66K	Jun 30, 26	+115.68K	0.06%
STIFEL FINANCIAL CORP	154.12K	Jun 30, 26	+2.89K	0.06%
BRANDES INVESTMENT PARTNERS, LP	153.90K	Jun 30, 26	+153.90K	0.06%
Cambridge Investment Research Advisors, Inc.	151.72K	Jun 30, 26	-59.90K	0.06%
Allianz Asset Management GmbH	149.66K	Jun 30, 26	--	0.06%
Savant Capital, LLC	148.12K	Jun 30, 26	+869	0.06%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	147.51K	Jun 30, 26	-5.53K	0.06%
Global Strategic Investment Solutions, LLC	146.10K	Jun 30, 26	+407	0.06%
Creative Planning	141.66K	Jun 30, 26	+7.39K	0.06%
Cosner Financial Group, LLC	141.11K	Jun 30, 26	+1.24K	0.06%
Ameritas Advisory Services, LLC	140.38K	Jun 30, 26	+82.62K	0.06%
Atria Investments, Inc	134.59K	Jun 30, 26	+16.04K	0.06%
Main Street Financial Solutions, LLC	134.12K	Jun 30, 26	+7.88K	0.06%
Carl P. Sherr & Co., LLC	134.10K	Jun 30, 26	-2.33K	0.06%
NewEdge Advisors, LLC	130.01K	Jun 30, 26	-197	0.05%
Petix & Botte Co	128.79K	Jun 30, 26	-15.43K	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	125.31K	Jun 30, 26	+5.92K	0.05%
AQR CAPITAL MANAGEMENT LLC	121.79K	Jun 30, 26	+88.34K	0.05%
Integrated Wealth Concepts LLC	120.71K	Jun 30, 26	+14.32K	0.05%
Baird Financial Group, Inc.	115.58K	Jun 30, 26	-9.90K	0.05%
Stratos Wealth Partners, LTD.	115.04K	Jun 30, 26	+4.29K	0.05%
Weil Company, Inc.	111.89K	Jun 30, 26	+14.23K	0.05%
ERTS Wealth Advisors, LLC	111.67K	Jun 30, 26	+1.39K	0.05%
TRUIST FINANCIAL CORP	110.70K	Jun 30, 26	-2.05K	0.05%
Lutz Financial Services LLC	110.25K	Jun 30, 26	-1.33K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	109.89K	Jun 30, 26	+15.40K	0.05%
IFG Advisory, LLC	105.16K	Jun 30, 26	+105.16K	0.04%
Crestwood Advisors Group LLC	104.87K	Jun 30, 26	+53	0.04%
Sigma Planning Corp	102.82K	Jun 30, 26	+1.98K	0.04%
Dynamic Advisor Solutions LLC	101.19K	Jun 30, 26	+3.49K	0.04%
Tortoise Investment Management, LLC	100.08K	Jun 30, 26	-1.23K	0.04%
Quent Capital, LLC	96.11K	Jun 30, 26	-265	0.04%
Mariner, LLC	95.71K	Jun 30, 26	-11.15K	0.04%
Gallagher Fiduciary Advisors, LLC	94.71K	Jun 30, 26	+23.37K	0.04%
Financial Council Asset Management Inc	90.87K	Jun 30, 26	+83	0.04%
TD PRIVATE CLIENT WEALTH LLC	86.73K	Jun 30, 26	-6.75K	0.04%
Zuckerman Investment Group, LLC	86.39K	Jun 30, 26	-2.15K	0.04%
ALLIANCEBERNSTEIN L.P.	83.22K	Jun 30, 26	+941	0.03%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	83.21K	Jun 30, 26	-2.25K	0.03%
Sixth Street Partners Management Company, L.P.	83.21K	Jun 30, 26	+83.21K	0.03%
Foundry Financial Group, Inc.	82.23K	Jun 30, 26	+1.80K	0.03%
Canvas Wealth Advisors, LLC	81.20K	Jun 30, 26	+4.57K	0.03%
Amplius Wealth Advisors, LLC	78.97K	Jun 30, 26	-5.65K	0.03%
Resources Investment Advisors, LLC.	77.24K	Jun 30, 26	+1.51K	0.03%
Paul Damon & Associates, Inc.	76.04K	Jun 30, 26	+1.04K	0.03%
Symphony Financial, Ltd. Co.	76.01K	Jun 30, 26	+1.60K	0.03%
HighMark Wealth Management LLC	75.51K	Jun 30, 26	-5.03K	0.03%
MOTIVE WEALTH ADVISORS	75.14K	Jun 30, 26	-78	0.03%
Buckingham Strategic Partners	72.99K	Jun 30, 26	+41.56K	0.03%
Cerity Partners LLC	71.68K	Jun 30, 26	+1.55K	0.03%
Summit Financial, LLC	71.18K	Jun 30, 26	+14.40K	0.03%
LEGACY SOLUTIONS, LLC	71.12K	Jun 30, 26	+447	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	70.95K	Jun 30, 26	+3.77K	0.03%
Mutual Advisors, LLC	69.39K	Jun 30, 26	+5.47K	0.03%
Valmark Advisers, Inc.	67.25K	Jun 30, 26	-351	0.03%
Able Wealth Management LLC	65.51K	Jun 30, 26	+561	0.03%
SAPIENT CAPITAL LLC	65.07K	Jun 30, 26	-31.46K	0.03%
Independence Financial Advisors, LLC	63.80K	Jun 30, 26	-29.16K	0.03%
Arkadios Wealth Advisors	62.73K	Jun 30, 26	+5.32K	0.03%
BEAM WEALTH ADVISORS, INC.	60.86K	Jun 30, 26	-14	0.03%
Columbus Macro, LLC	59.83K	Jun 30, 26	+1.05K	0.02%
STEVENS CAPITAL PARTNERS	58.94K	Jun 30, 26	+10.91K	0.02%
COREPATH WEALTH PARTNERS LLC	57.27K	Jun 30, 26	-231	0.02%
SCS Capital Management LLC	56.39K	Jun 30, 26	--	0.02%
Advisory Services Network, LLC	56.37K	Jun 30, 26	+439	0.02%
Elm Partners Management LLC	55.57K	Jun 30, 26	+5.82K	0.02%
Global Retirement Partners, LLC	54.74K	Jun 30, 26	+54.74K	0.02%
CAPTRUST FINANCIAL ADVISORS	54.35K	Jun 30, 26	-115	0.02%
FIFTH THIRD BANCORP	52.08K	Jun 30, 26	-1.71K	0.02%
Integrated Advisors Network LLC	51.48K	Jun 30, 26	+14.87K	0.02%
Eley Financial Management, Inc	51.44K	Jun 30, 26	-61	0.02%
Spire Wealth Management	50.97K	Jun 30, 26	-421	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	50.87K	Jun 30, 26	+8.27K	0.02%
180 WEALTH ADVISORS, LLC	50.30K	Jun 30, 26	-2.94K	0.02%
Perigon Wealth Management, LLC	50.01K	Jun 30, 26	-347	0.02%
TD Waterhouse Canada Inc.	49.11K	Jun 30, 26	+1.10K	0.02%
Summit Wealth Partners, LLC	49.05K	Jun 30, 26	+140	0.02%
Variant Private Wealth, LLC	47.62K	Jun 30, 26	-88	0.02%
US BANCORP \DE\	47.01K	Jun 30, 26	+442	0.02%
Eaton Financial Holdings Company, LLC	46.63K	Jun 30, 26	+149	0.02%
HILLTOP WEALTH ADVISORS, LLC	46.13K	Jun 30, 26	+5.59K	0.02%
Breakwater Capital Group	44.87K	Jun 30, 26	-847	0.02%
Venturi Wealth Management, LLC	44.13K	Jun 30, 26	-747.86K	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	43.29K	Jun 30, 26	+4.26K	0.02%
Certified Advisory Corp	42.27K	Jun 30, 26	-26.47K	0.02%
DEUTSCHE BANK AG\	42.17K	Jun 30, 26	-58	0.02%
Asset Management Group, Inc.	41.78K	Jun 30, 26	-1.70K	0.02%
BAILARD, INC.	40.12K	Jun 30, 26	-13	0.02%
Wealth Management Partners, LLC	40.00K	Jun 30, 26	-129	0.02%
IHT Wealth Management, LLC	39.72K	Jun 30, 26	-977	0.02%
NORTHERN TRUST CORP	38.82K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	38.49K	Jun 30, 26	+388	0.02%
M&T BANK CORP	38.34K	Jun 30, 26	-2.19K	0.02%
Windward Private Wealth Management Inc.	37.50K	Jun 30, 26	-960	0.02%
Diversify Advisory Services, LLC	37.28K	Jun 30, 26	+37.28K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	37.28K	Jun 30, 26	+14.66K	0.02%
EP Wealth Advisors, LLC	37.15K	Jun 30, 26	-439	0.02%
Trek Financial, LLC	36.62K	Jun 30, 26	-118.47K	0.02%
EQUITY INVESTMENT CORP	36.06K	Jun 30, 26	-6.32K	0.01%
Greenline Partners, LLC	35.66K	Jun 30, 26	--	0.01%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	35.10K	Jun 30, 26	-4.18K	0.01%
FORTRESS FINANCIAL GROUP, LLC	34.12K	Jun 30, 26	-105.25K	0.01%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	33.90K	Jun 30, 26	+137	0.01%
Geneos Wealth Management Inc.	33.88K	Jun 30, 26	-3.56K	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	31.91K	Jun 30, 26	--	0.01%
CATALYST PRIVATE WEALTH, LLC	31.39K	Jun 30, 26	-887	0.01%
Family Management Corp	31.28K	Jun 30, 26	+327	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	30.95K	Jun 30, 26	-718	0.01%
HighPoint Advisor Group LLC	29.61K	Jun 30, 26	-73	0.01%
ATLAS CAPITAL ADVISORS LLC	29.55K	Jun 30, 26	--	0.01%
Nuveen, LLC	28.90K	Jun 30, 26	+28.90K	0.01%
Guidance Point Advisors, LLC	28.61K	Jun 30, 26	+29	0.01%
Steward Partners Investment Advisory, LLC	28.36K	Jun 30, 26	+747	0.01%
Apollon Financial, LLC	27.99K	Jun 30, 26	+187	0.01%
NewEdge Wealth, LLC	27.97K	Jun 30, 26	+6.59K	0.01%
Eagle Strategies LLC	27.89K	Jun 30, 26	+280	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	27.65K	Jun 30, 26	-692	0.01%
Adviser Investments LLC	27.41K	Jun 30, 26	-19	0.01%
ZWJ INVESTMENT COUNSEL INC	27.34K	Jun 30, 26	+418	0.01%
VestGen Advisors, LLC	27.14K	Jun 30, 26	-14.91K	0.01%
BlackRock, Inc.	27.06K	Jun 30, 26	-17.23K	0.01%
Farther Finance Advisors, LLC	27.02K	Jun 30, 26	-1.56K	0.01%
Cresset Asset Management, LLC	26.94K	Jun 30, 26	+2.63K	0.01%
Miracle Mile Advisors, LLC	26.70K	Jun 30, 26	+139	0.01%
Sterling Wealth Management, Inc.	26.26K	Jun 30, 26	+96	0.01%
17 CAPITAL PARTNERS, LLC	26.16K	Jun 30, 26	+494	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	25.92K	Jun 30, 26	-1.05K	0.01%
General Partner, Inc.	25.63K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	25.39K	Jun 30, 26	+199	0.01%
HARBOUR INVESTMENTS, INC.	25.15K	Jun 30, 26	+1.87K	0.01%
Silver Lake Advisory, LLC	24.84K	Jun 30, 26	+4	0.01%
RENAISSANCE TECHNOLOGIES LLC	24.50K	Jun 30, 26	-4.10K	0.01%
Life Planning Partners, Inc	24.49K	Jun 30, 26	--	0.01%
Regal Investment Advisors LLC	24.22K	Jun 30, 26	--	0.01%
MFA Wealth Services	24.16K	Jun 30, 26	+68	0.01%
Wealth Advisors of Iowa, LLC	23.95K	Jun 30, 26	-1.01K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	23.36K	Jun 30, 26	-6.64K	0.01%
GLENMEDE TRUST CO NA	23.17K	Jun 30, 26	-1.45K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	23.15K	Jun 30, 26	+84	0.01%
XY Planning Network, Inc.	22.49K	Jun 30, 26	+499	0.01%
MATAURO, LLC	22.32K	Jun 30, 26	-353	0.01%
CAHILL FINANCIAL ADVISORS INC	22.15K	Jun 30, 26	+69	0.01%
Prospera Financial Services Inc	21.95K	Jun 30, 26	-4.89K	0.01%
Caprock Group, LLC	21.77K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	21.17K	Jun 30, 26	+140	0.01%
CITIGROUP INC	20.93K	Jun 30, 26	-2.89K	0.01%
Legacy Financial Strategies, LLC	20.72K	Jun 30, 26	--	0.01%
Quantinno Capital Management LP	20.67K	Jun 30, 26	+6.92K	0.01%
Drake & Associates, LLC	20.24K	Jun 30, 26	-159	0.01%
Foundations Investment Advisors, LLC	19.89K	Jun 30, 26	-135	0.01%
Joule Financial, LLC	19.47K	Jun 30, 26	+3.47K	0.01%
NWF Advisory Services Inc.	19.47K	Jun 30, 26	+912	0.01%
Next Capital Management LLC	19.16K	Jun 30, 26	-401	0.01%
First Heartland Consultants, Inc.	19.11K	Jun 30, 26	+24	0.01%
D. E. Shaw & Co., Inc.	18.69K	Jun 30, 26	+18.69K	0.01%
MONTAG A & ASSOCIATES INC	18.66K	Jun 30, 26	-2.70K	0.01%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	18.35K	Jun 30, 26	+1.45K	0.01%
Brinker Capital Investments, LLC	18.29K	Jun 30, 26	+2.41K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	18.22K	Jun 30, 26	+230	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	17.97K	Jun 30, 26	-2.47K	0.01%
PFG Advisors	17.56K	Jun 30, 26	-674	0.01%
TL Private Wealth	17.11K	Jun 30, 26	-558	0.01%
BESSEMER GROUP INC	16.76K	Jun 30, 26	+5.23K	0.01%
Holistic Planning, LLC	16.40K	Jun 30, 26	-171	0.01%
TriaGen Wealth Management LLC	16.30K	Jun 30, 26	-83	0.01%
MFA WEALTH ADVISORS, LLC	16.24K	Jun 30, 26	-143.35K	0.01%
TUDOR INVESTMENT CORP ET AL	16.24K	Jun 30, 26	+14.02K	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	15.96K	Jun 30, 26	+2.86K	0.01%
WJ Wealth Management, LLC	15.96K	Jun 30, 26	-8	0.01%
Sovereign Financial Group, Inc.	15.90K	Jun 30, 26	-608	0.01%
MGO ONE SEVEN LLC	15.74K	Jun 30, 26	-1.17K	0.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC	15.31K	Jun 30, 26	-303	0.01%
Traub Capital Management LLC	15.28K	Jun 30, 26	-1.92K	0.01%
Waverly Advisors, LLC	15.16K	Jun 30, 26	+2.10K	0.01%
PARK AVENUE SECURITIES LLC	15.08K	Jun 30, 26	-3.08K	0.01%
Soltis Investment Advisors LLC	14.90K	Jun 30, 26	+49	0.01%
DEAN INVESTMENT ASSOCIATES, LLC	14.76K	Jun 30, 26	--	0.01%
Bleakley Financial Group, LLC	14.74K	Jun 30, 26	+3.18K	0.01%
Wealthspire Advisors, LLC	14.53K	Jun 30, 26	+8.16K	0.01%
Ipswich Investment Management Co., Inc.	14.37K	Jun 30, 26	-440	0.01%
One Day In July LLC	14.09K	Jun 30, 26	+599	0.01%
Cambria Investment Management, L.P.	14.00K	Jun 30, 26	+1.49K	0.01%
HUNTINGTON NATIONAL BANK	13.99K	Jun 30, 26	+79	0.01%
HOWLAND CAPITAL MANAGEMENT LLC	13.62K	Jun 30, 26	+154	0.01%
Inspire Advisors, LLC	13.36K	Jun 30, 26	+4.12K	0.01%
Atlantic Edge Private Wealth Management, LLC	13.31K	Jun 30, 26	+2.40K	0.01%
Endowment Wealth Management, Inc.	13.30K	Jun 30, 26	-44	0.01%
Boyd Wealth Management, LLC	13.28K	Jun 30, 26	-962	0.01%
SYON CAPITAL LLC	13.24K	Jun 30, 26	+74	0.01%
RIK SAYLOR FINANCIAL, INC.	13.15K	Jun 30, 26	+11	0.01%
MARYLAND CAPITAL ADVISORS INC.	13.07K	Jun 30, 26	+13.07K	0.01%
Carr Financial Group Corp	12.67K	Jun 30, 26	+52	0.01%
1900 WEALTH MANAGEMENT LLC	12.64K	Jun 30, 26	-19	0.01%
Tennessee Valley Asset Management Partners	12.56K	Jun 30, 26	-18	0.01%
Point72 Asset Management, L.P.	12.55K	Jun 30, 26	+12.55K	0.01%
Wealthquest Corp	12.19K	Jun 30, 26	-531	0.01%
Narus Financial Partners, LLC	12.18K	Jun 30, 26	-85	0.01%
POTENTIA WEALTH	12.17K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	12.12K	Jun 30, 26	+2.81K	0.00%
Perennial Investment Advisors, LLC	12.11K	Jun 30, 26	+1.07K	0.00%
Catalytic Wealth RIA, LLC	11.88K	Jun 30, 26	--	0.00%
Brickley Wealth Management	11.81K	Jun 30, 26	--	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	11.80K	Jun 30, 26	+962	0.00%
NEW WAVE WEALTH ADVISORS LLC	11.72K	Jun 30, 26	-2.00K	0.00%
VERUS CAPITAL PARTNERS, LLC	11.49K	Jun 30, 26	+320	0.00%
Argent Trust Co	11.41K	Jun 30, 26	--	0.00%
HB Wealth Management, LLC	11.35K	Jun 30, 26	+3.09K	0.00%
Eldridge Investment Advisors, Inc.	11.11K	Jun 30, 26	+7	0.00%
Occidental Asset Management, LLC	11.04K	Jun 30, 26	-8.26K	0.00%
CFO4Life Group, LLC	11.00K	Jun 30, 26	-4.57K	0.00%
WHITE PINE CAPITAL LLC	10.66K	Jun 30, 26	+210	0.00%
Stratos Wealth Advisors, LLC	10.36K	Jun 30, 26	+143	0.00%
Sound Income Strategies, LLC	10.36K	Jun 30, 26	-12	0.00%
Total Clarity Wealth Management, Inc.	10.13K	Jun 30, 26	+263	0.00%
RITHOLTZ WEALTH MANAGEMENT	10.05K	Jun 30, 26	+10.05K	0.00%
MITCHELL MCLEOD PUGH & WILLIAMS INC	10.05K	Jun 30, 26	+138	0.00%
Pensionmark Financial Group, LLC	9.86K	Jun 30, 26	-74	0.00%
ELEVATE WEALTH ADVISORY, INC	9.77K	Jun 30, 26	+20	0.00%
R. W. Roge & Company, Inc.	9.68K	Jun 30, 26	--	0.00%
Verity Asset Management, Inc.	9.63K	Jun 30, 26	+487	0.00%
Lansing Street Advisors	9.56K	Jun 30, 26	--	0.00%
Riverwater Partners LLC	9.46K	Jun 30, 26	+700	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	9.41K	Jun 30, 26	-164	0.00%
JFS WEALTH ADVISORS, LLC	9.39K	Jun 30, 26	-673	0.00%
COLLECTIVE FAMILY OFFICE LLC	9.19K	Jun 30, 26	-400	0.00%
Wall Capital Group, Inc.	9.16K	Jun 30, 26	+9.16K	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	9.02K	Jun 30, 26	+628	0.00%
ERn Financial, LLC	8.85K	Jun 30, 26	+97	0.00%
USAdvisors Wealth Management, LLC	8.78K	Jun 30, 26	-285	0.00%
Robertson Stephens Wealth Management, LLC	8.73K	Jun 30, 26	-44.11K	0.00%
EVERMAY WEALTH MANAGEMENT LLC	8.72K	Jun 30, 26	-21	0.00%
NWAM LLC	8.69K	Jun 30, 26	-2.14K	0.00%
COMMERCE BANK	8.61K	Jun 30, 26	-748	0.00%
Grey Fox Wealth Advisors, LLC	8.61K	Jun 30, 26	-270	0.00%
MONECO Advisors, LLC	8.54K	Jun 30, 26	+220	0.00%
Patten Group, Inc.	8.54K	Jun 30, 26	-237	0.00%
FIDUCIARY ADVISORS, INC.	8.32K	Jun 30, 26	-1.01K	0.00%
Empirical Asset Management, LLC	8.28K	Jun 30, 26	-22	0.00%
Per Stirling Capital Management, LLC.	8.11K	Jun 30, 26	+6	0.00%
William Howard & Co Financial Advisors Inc	8.06K	Jun 30, 26	--	0.00%
IEQ CAPITAL, LLC	7.96K	Jun 30, 26	+12	0.00%
Pathstone Holdings, LLC	7.87K	Jun 30, 26	+2.23K	0.00%
Synergy Investment Management, LLC	7.84K	Jun 30, 26	-894	0.00%
NORTHWEST WEALTH MANAGEMENT, LLC	7.83K	Jun 30, 26	-274	0.00%
Beirne Wealth Consulting Services, LLC	7.81K	Jun 30, 26	-444	0.00%
Diversified Enterprises, LLC	7.75K	Jun 30, 26	+4.00K	0.00%
D.A. DAVIDSON & CO.	7.72K	Jun 30, 26	+459	0.00%
Savvy Advisors, Inc.	7.72K	Jun 30, 26	+3.92K	0.00%
Innovative Wealth Building LLC	7.70K	Jun 30, 26	+161	0.00%
Hoxton Planning & Management, LLC	7.63K	Jun 30, 26	+282	0.00%
Interchange Capital Partners, LLC	7.62K	Jun 30, 26	-823	0.00%
Gladstone Institutional Advisory LLC	7.50K	Jun 30, 26	+22	0.00%
WHITTIER TRUST CO	7.50K	Jun 30, 26	--	0.00%
CALTON & ASSOCIATES, INC.	7.49K	Jun 30, 26	+7.49K	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	7.42K	Jun 30, 26	-2.50K	0.00%
Tower Research Capital LLC (TRC)	7.35K	Jun 30, 26	-2.13K	0.00%
Prime Capital Investment Advisors, LLC	7.33K	Jun 30, 26	-15	0.00%
Essex Savings Bank	7.29K	Jun 30, 26	--	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	7.13K	Jun 30, 26	+7.13K	0.00%
CHOREO, LLC	7.13K	Jun 30, 26	-46	0.00%
Baltimore-Washington Financial Advisors, Inc.	7.04K	Jun 30, 26	+7.04K	0.00%
One Charles Private Wealth Services, LLC	7.00K	Jun 30, 26	-538	0.00%
Trust Point Inc.	6.96K	Jun 30, 26	+358	0.00%
Firestone Capital Management	6.94K	Jun 30, 26	--	0.00%
Sachetta, LLC	6.88K	Jun 30, 26	-277	0.00%
ST GERMAIN D J CO INC	6.80K	Jun 30, 26	--	0.00%
Barnes Wealth Management Group, Inc	6.80K	Jun 30, 26	-136	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	6.79K	Jun 30, 26	-78	0.00%
Qube Research & Technologies Ltd	6.69K	Jun 30, 26	+4.89K	0.00%
FIFTH THIRD SECURITIES, INC.	6.66K	Jun 30, 26	-176	0.00%
TRUE Private Wealth Advisors	6.65K	Jun 30, 26	+2.27K	0.00%
XML Financial, LLC	6.62K	Jun 30, 26	+33	0.00%
IMA Wealth, Inc.	6.53K	Jun 30, 26	+6.53K	0.00%
Essex Financial Services, Inc.	6.51K	Jun 30, 26	+3	0.00%
Sterling Capital Management LLC	6.51K	Jun 30, 26	+117	0.00%
MISSION WEALTH MANAGEMENT, LP	6.45K	Jun 30, 26	+743	0.00%
Dorsey & Whitney Trust CO LLC	6.34K	Jun 30, 26	+402	0.00%
Dynamic Financial Group	6.31K	Jun 30, 26	+637	0.00%
BRIGHTON JONES LLC	6.29K	Jun 30, 26	+2.65K	0.00%
Cascade Financial Partners, LLC	6.23K	Jun 30, 26	--	0.00%
Prospect Financial Services LLC	6.18K	Jun 30, 26	+805	0.00%
REGIMEN WEALTH, LLC	6.15K	Jun 30, 26	+25	0.00%
Bank of New York Mellon Corp	6.11K	Jun 30, 26	+538	0.00%
QRG CAPITAL MANAGEMENT, INC.	5.99K	Jun 30, 26	+3.84K	0.00%
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5.97K	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	5.86K	Jun 30, 26	--	0.00%
BIP Wealth, LLC	5.83K	Jun 30, 26	+1.10K	0.00%
Simplicity Wealth,LLC	5.80K	Jun 30, 26	+83	0.00%
GERMAN AMERICAN BANCORP, INC.	5.79K	Jun 30, 26	--	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5.77K	Jun 30, 26	--	0.00%
BROWN ADVISORY INC	5.72K	Jun 30, 26	+680	0.00%
Lido Advisors, LLC	5.71K	Jun 30, 26	+364	0.00%
Facet Wealth, Inc.	5.60K	Jun 30, 26	+5.60K	0.00%
Annex Advisory Services, LLC	5.58K	Jun 30, 26	--	0.00%
Meridian Wealth Management, LLC	5.58K	Jun 30, 26	-121	0.00%
PRUDENT INVESTORS NETWORK, INC.	5.58K	Jun 30, 26	--	0.00%
Hobbs Group Advisors, LLC	5.48K	Jun 30, 26	+1	0.00%
PRESILIUM PRIVATE WEALTH, LLC	5.45K	Jun 30, 26	+135	0.00%
VANGUARD ADVISERS INC	5.43K	Jun 30, 26	+670	0.00%
Waterloo Capital, L.P.	5.42K	Jun 30, 26	-2.06K	0.00%
MAI Capital Management	5.40K	Jun 30, 26	-393	0.00%
Beaumont Financial Advisors, LLC	5.38K	Jun 30, 26	--	0.00%
AWM CAPITAL, LLC	5.35K	Jun 30, 26	+254	0.00%
ZENITH SOLUTIONS, INC.	5.33K	Jun 30, 26	+5.33K	0.00%
AE Wealth Management LLC	5.30K	Jun 30, 26	+992	0.00%
FORTE ASSET MANAGEMENT LLC	5.29K	Jun 30, 26	--	0.00%
Cyndeo Wealth Partners, LLC	5.23K	Jun 30, 26	+6	0.00%
LaSalle St. Investment Advisors, LLC	5.23K	Jun 30, 26	+11	0.00%
GWN SECURITIES INC.	5.20K	Jun 30, 26	+63	0.00%
Premier Path Wealth Partners, LLC	5.19K	Jun 30, 26	--	0.00%
PGIM Custom Harvest LLC	5.15K	Jun 30, 26	+1.47K	0.00%
BTC Capital Management, Inc.	5.14K	Jun 30, 26	--	0.00%
United Advisor Group, LLC	5.11K	Jun 30, 26	+1.19K	0.00%
Unique Wealth Strategies, LLC	5.05K	Jun 30, 26	-54	0.00%
Monument Capital Management	5.04K	Jun 30, 26	+5.04K	0.00%
SWEENEY & MICHEL, LLC	4.97K	Jun 30, 26	+10	0.00%
ASSETMARK, INC	4.96K	Jun 30, 26	+2.12K	0.00%
BECKER CAPITAL MANAGEMENT INC	4.95K	Jun 30, 26	-65	0.00%
SYM FINANCIAL Corp	4.86K	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	4.81K	Jun 30, 26	+169	0.00%
WHITTIER TRUST CO OF NEVADA INC	4.76K	Jun 30, 26	--	0.00%
BRADLEY FOSTER & SARGENT INC/CT	4.73K	Jun 30, 26	--	0.00%
CENTRAL VALLEY ADVISORS, LLC	4.70K	Jun 30, 26	+4	0.00%
Burk Holdings LLC	4.62K	Jun 30, 26	-15	0.00%
CIM, LLC	4.60K	Jun 30, 26	+15	0.00%
Parallel Advisors, LLC	4.60K	Jun 30, 26	--	0.00%
Cutler Capital Management, LLC	4.55K	Jun 30, 26	--	0.00%
Investment Advisory Group, LLC	4.55K	Jun 30, 26	+159	0.00%
Redwood Financial Network Corp	4.54K	Jun 30, 26	+810	0.00%
Choate Investment Advisors	4.50K	Jun 30, 26	--	0.00%
FourThought Financial Partners, LLC	4.48K	Jun 30, 26	-56	0.00%
Y-Intercept (Hong Kong) Ltd	4.46K	Jun 30, 26	+4.46K	0.00%
Bright Futures Wealth Management, LLC.	4.45K	Jun 30, 26	-1.11K	0.00%
Verdence Capital Advisors LLC	4.43K	Jun 30, 26	-3.29K	0.00%
NORDEN GROUP LLC	4.42K	Jun 30, 26	--	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	4.39K	Jun 30, 26	+75	0.00%
BANK OF MONTREAL /CAN/	4.38K	Jun 30, 26	-19	0.00%
Asset Dedication, LLC	4.35K	Jun 30, 26	+772	0.00%
Koesten, Hirschmann & Crabtree, INC.	4.29K	Jun 30, 26	--	0.00%
Bellecapital International Ltd.	4.29K	Jun 30, 26	--	0.00%
Csenge Advisory Group	4.28K	Jun 30, 26	+220	0.00%
Sovran Advisors, LLC	4.26K	Jun 30, 26	+843	0.00%
Global Assets Advisory, LLC	4.24K	Jun 30, 26	-21.21K	0.00%
Ellis Investment Partners, LLC	4.23K	Jun 30, 26	+11	0.00%
Claro Advisors LLC	4.22K	Jun 30, 26	-126	0.00%
TFR Capital, LLC.	4.22K	Jun 30, 26	--	0.00%
Collier Financial	4.20K	Jun 30, 26	-13	0.00%
Toroso Investments, LLC	4.19K	Jun 30, 26	+291	0.00%
Vise Technologies, Inc.	4.19K	Jun 30, 26	-214	0.00%
Kovack Advisors, Inc.	4.12K	Jun 30, 26	+2.16K	0.00%
Zhang Financial LLC	4.12K	Jun 30, 26	--	0.00%
WESBANCO BANK INC	4.11K	Jun 30, 26	--	0.00%
Koshinski Asset Management, Inc.	4.09K	Jun 30, 26	+885	0.00%
VICTORY FINANCIAL GROUP, LLC	4.09K	Jun 30, 26	-566	0.00%
STEPHENS INC /AR/	4.09K	Jun 30, 26	+170	0.00%
NATIONAL BANK OF CANADA /FI/	4.07K	Jun 30, 26	+163	0.00%
MCF Advisors LLC	4.04K	Jun 30, 26	+2.03K	0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC	4.00K	Jun 30, 26	--	0.00%
JMG Financial Group, Ltd.	4.00K	Jun 30, 26	+4.00K	0.00%
Intrua Financial, LLC	4.00K	Jun 30, 26	+317	0.00%
Bedel Financial Consulting, Inc.	3.98K	Jun 30, 26	--	0.00%
SeaCrest Wealth Management, LLC	3.94K	Jun 30, 26	--	0.00%
McGowan Group Asset Management, Inc.	3.92K	Jun 30, 26	+16	0.00%
Bank of Marin	3.92K	Jun 30, 26	--	0.00%
MMBG INVESTMENT ADVISORS CO.	3.92K	Jun 30, 26	--	0.00%
PATTEN & PATTEN INC/TN	3.90K	Jun 30, 26	-165	0.00%
American Trust	3.89K	Jun 30, 26	+453	0.00%
Beck Bode, LLC	3.89K	Jun 30, 26	-136	0.00%
Aprio Wealth Management, LLC	3.85K	Jun 30, 26	-35	0.00%
Valeo Financial Advisors, LLC	3.83K	Jun 30, 26	-913	0.00%
RDA Financial Network	3.83K	Jun 30, 26	-1.47K	0.00%
Avestar Capital, LLC	3.82K	Jun 30, 26	+3.82K	0.00%
Melone Private Wealth, LLC	3.81K	Jun 30, 26	+8	0.00%
FF Advisors,LLC	3.77K	Jun 30, 26	--	0.00%
Palogic Value Management, L.P.	3.74K	Jun 30, 26	+3.74K	0.00%
Peak Retirement Planning, Inc.	3.73K	Jun 30, 26	-96	0.00%
COZAD ASSET MANAGEMENT INC	3.71K	Jun 30, 26	+156	0.00%
LRI Investments, LLC	3.70K	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	3.69K	Jun 30, 26	--	0.00%
CreativeOne Wealth, LLC	3.63K	Jun 30, 26	+665	0.00%
Lauterbach Financial Advisors, LLC	3.62K	Jun 30, 26	-58	0.00%
Greenspring Advisors, LLC	3.57K	Jun 30, 26	+400	0.00%
Wealth Alliance	3.57K	Jun 30, 26	-92	0.00%
Front Row Advisors LLC	3.56K	Jun 30, 26	--	0.00%
Compass Ion Advisors, LLC	3.51K	Jun 30, 26	--	0.00%
FLAGSTAR ADVISORS INC.	3.51K	Jun 30, 26	-2.39K	0.00%
Alliance Wealth Advisors, LLC	3.47K	Jun 30, 26	+2	0.00%
SFG Wealth Management, LLC.	3.47K	Jun 30, 26	+198	0.00%
SCOTIA CAPITAL INC.	3.43K	Jun 30, 26	--	0.00%
Christensen, King & Associates Investment Services, Inc.	3.38K	Jun 30, 26	--	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	3.34K	Jun 30, 26	-185	0.00%
TRUST CO OF VERMONT	3.33K	Jun 30, 26	+3.33K	0.00%
Delap Wealth Advisory, LLC	3.32K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	3.30K	Jun 30, 26	+216	0.00%
SHEETS SMITH WEALTH MANAGEMENT	3.30K	Jun 30, 26	-195	0.00%
Fiduciary Alliance LLC	3.28K	Jun 30, 26	+1	0.00%
NAPLES GLOBAL ADVISORS, LLC	3.25K	Jun 30, 26	+100	0.00%
BankPlus Trust Department	3.24K	Jun 30, 26	+3.24K	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	3.21K	Jun 30, 26	+300	0.00%
MITCHELL CAPITAL MANAGEMENT CO	3.19K	Jun 30, 26	-1.44K	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.17K	Jun 30, 26	-150	0.00%
RIDGECREST WEALTH PARTNERS, LLC	3.15K	Jun 30, 26	--	0.00%
Garrett Wealth Advisory Group, LLC	3.13K	Jun 30, 26	-94	0.00%
Neuberger Berman Group LLC	3.12K	Jun 30, 26	--	0.00%
CX Institutional	3.11K	Jun 30, 26	+12	0.00%
Carnegie Capital Asset Management, LLC	3.09K	Jun 30, 26	-276	0.00%
Founders Financial Alliance, LLC	3.09K	Jun 30, 26	+30	0.00%
SC&H Financial Advisors, Inc.	3.08K	Jun 30, 26	+3	0.00%
Summit Investment Advisory Services, LLC	3.08K	Jun 30, 26	+10	0.00%
Valued Wealth Advisors LLC	3.07K	Jun 30, 26	-143	0.00%
Wealthcare Advisory Partners LLC	3.00K	Jun 30, 26	+322	0.00%
TOWER BRIDGE ADVISORS	3.00K	Jun 30, 26	--	0.00%
Clifford Group, LLC	3.00K	Jun 30, 26	-84	0.00%
WEALTHSPAN PARTNERS, LLC	2.98K	Jun 30, 26	-78	0.00%
Collaborative Wealth Managment Inc.	2.94K	Jun 30, 26	+945	0.00%
KWB Wealth	2.93K	Jun 30, 26	+116	0.00%
Brookstone Capital Management	2.92K	Jun 30, 26	+2.92K	0.00%
SILVER OAK SECURITIES, INCORPORATED	2.90K	Jun 30, 26	-332	0.00%
Atala Financial Inc	2.89K	Jun 30, 26	--	0.00%
Vanguard Personalized Indexing Management, LLC	2.89K	Jun 30, 26	--	0.00%
Heritage Wealth Management, Inc./Texas	2.88K	Jun 30, 26	-329	0.00%
Fingerlakes Wealth Management, Inc.	2.84K	Jun 30, 26	+354	0.00%
Heritage Family Offices, LLP	2.83K	Jun 30, 26	--	0.00%
ELEVATUS WELATH MANAGEMENT	2.82K	Jun 30, 26	+11	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	2.80K	Jun 30, 26	--	0.00%
Roxbury Financial LLC	2.78K	Jun 30, 26	+4	0.00%
WEDBUSH SECURITIES INC	2.74K	Jun 30, 26	-384	0.00%
Cassaday & Co Wealth Management LLC	2.74K	Jun 30, 26	-106	0.00%
PINNACLE ASSOCIATES LTD	2.73K	Jun 30, 26	+107	0.00%
Weaver Consulting Group	2.72K	Jun 30, 26	--	0.00%
HEADINVEST, LLC	2.67K	Jun 30, 26	--	0.00%
Greenhouse Wealth Management, LLC	2.66K	Jun 30, 26	--	0.00%
Apella Capital, LLC	2.65K	Jun 30, 26	+60	0.00%
DAYMARK WEALTH PARTNERS, LLC	2.64K	Jun 30, 26	-57	0.00%
Helen Stephens Group, LLC	2.63K	Jun 30, 26	+11	0.00%
Mason Investment Advisory Services, Inc.	2.62K	Jun 30, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	2.62K	Jun 30, 26	-4.62K	0.00%
Oak Asset Management, LLC	2.61K	Jun 30, 26	+11	0.00%
Klingman & Associates, LLC	2.61K	Jun 30, 26	--	0.00%
Octavia Wealth Advisors, LLC	2.60K	Jun 30, 26	-28	0.00%
IFP Advisors, Inc	2.58K	Jun 30, 26	+368	0.00%
HBK Sorce Advisory LLC	2.56K	Jun 30, 26	+21	0.00%
Francis Financial, Inc.	2.52K	Jun 30, 26	--	0.00%
Legacy Advisors, LLC	2.52K	Jun 30, 26	+2.52K	0.00%
SUMMIT WEALTH GROUP LLC / CO	2.49K	Jun 30, 26	--	0.00%
ZACKS INVESTMENT MANAGEMENT	2.48K	Jun 30, 26	+2.48K	0.00%
NFP Retirement, Inc.	2.48K	Jun 30, 26	-630	0.00%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	2.46K	Jun 30, 26	--	0.00%
Apollon Wealth Management, LLC	2.44K	Jun 30, 26	+5	0.00%
Hubbell Strickland Wealth Management, LLC	2.44K	Jun 30, 26	-80	0.00%
SAGESPRING WEALTH PARTNERS, LLC	2.43K	Jun 30, 26	-409	0.00%
Continuum Advisory, LLC	2.42K	Jun 30, 26	+120	0.00%
Keystone Financial Group	2.41K	Jun 30, 26	+429	0.00%
Hopwood Financial Services, Inc.	2.41K	Jun 30, 26	--	0.00%
GREENLEAF TRUST	2.40K	Jun 30, 26	+2.40K	0.00%
TCG Advisory Services, LLC	2.38K	Jun 30, 26	--	0.00%
Manhattan West Asset Management, LLC	2.38K	Jun 30, 26	--	0.00%
Main Street Research LLC	2.37K	Jun 30, 26	+2.37K	0.00%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	2.35K	Jun 30, 26	--	0.00%
KEYBANK NATIONAL ASSOCIATION/OH	2.34K	Jun 30, 26	+2.34K	0.00%
CoreCap Advisors, LLC	2.32K	Jun 30, 26	+949	0.00%
Operose Advisors LLC	2.32K	Jun 30, 26	--	0.00%
INSIGNEO ADVISORY SERVICES, LLC	2.31K	Jun 30, 26	+84	0.00%
Legacy Financial Group LLC	2.31K	Jun 30, 26	-11	0.00%
Falcon Wealth Planning	2.31K	Jun 30, 26	--	0.00%
Alpine Global Management, LLC	2.30K	Jun 30, 26	+2.30K	0.00%
Maridea Wealth Management LLC	2.30K	Jun 30, 26	+2.30K	0.00%
Invst, LLC	2.29K	Jun 30, 26	--	0.00%
Trilogy Capital Inc.	2.29K	Jun 30, 26	-299	0.00%
StoneX Group Inc.	2.28K	Jun 30, 26	-1.44K	0.00%
North Star Investment Management Corp.	2.27K	Jun 30, 26	-216	0.00%
Pallas Capital Advisors LLC	2.27K	Jun 30, 26	--	0.00%
Advisors Capital Management, LLC	2.26K	Jun 30, 26	+2.26K	0.00%
Accel Wealth Management	2.25K	Jun 30, 26	--	0.00%
Key FInancial Inc	2.24K	Jun 30, 26	--	0.00%
Ullmann Wealth Partners Group, LLC	2.24K	Jun 30, 26	+4	0.00%
Plum Street Advisors, LLC	2.22K	Jun 30, 26	-21	0.00%
Visionary Wealth Advisors	2.22K	Jun 30, 26	--	0.00%
Summit Trail Advisors, LLC	2.21K	Jun 30, 26	--	0.00%
New England Private Wealth Advisors LLC	2.20K	Jun 30, 26	+9	0.00%
Tidemark, LLC	2.20K	Jun 30, 26	-93	0.00%
Larson Financial Group LLC	2.19K	Jun 30, 26	+8	0.00%
Hilltop Holdings Inc.	2.16K	Jun 30, 26	-1.00K	0.00%
FIRST TRUST ADVISORS LP	2.15K	Jun 30, 26	-271	0.00%
DAVENPORT & Co LLC	2.14K	Jun 30, 26	--	0.00%
Watchman Group, Inc.	2.14K	Jun 30, 26	--	0.00%
Pinnacle Family Advisors, LLC	2.12K	Jun 30, 26	+1	0.00%
Signature Resources Capital Management, LLC	2.12K	Jun 30, 26	-120	0.00%
Gibson Capital, LLC	2.11K	Jun 30, 26	--	0.00%
TOTAL INVESTMENT MANAGEMENT INC	2.10K	Jun 30, 26	--	0.00%
Fiduciary Group LLC	2.10K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	2.10K	Jun 30, 26	-46	0.00%
J.W. COLE ADVISORS, INC.	2.06K	Jun 30, 26	+2.06K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	2.06K	Jun 30, 26	+251	0.00%
NorthRock Partners, LLC	2.06K	Jun 30, 26	-55	0.00%
Values Added Financial LLC	2.02K	Jun 30, 26	-7	0.00%
Calamos Wealth Management LLC	2.01K	Jun 30, 26	--	0.00%
SIMON QUICK ADVISORS, LLC	2.01K	Jun 30, 26	+8	0.00%
Discipline Wealth Solutions, LLC	2.00K	Jun 30, 26	--	0.00%
Marble Harbor Investment Counsel, LLC	2.00K	Jun 30, 26	--	0.00%
Scarborough Advisors, LLC	2.00K	Jun 30, 26	--	0.00%
Riverstone Advisors, LLC	1.99K	Jun 30, 26	--	0.00%
MACROVIEW INVESTMENT MANAGEMENT LLC	1.99K	Jun 30, 26	+6	0.00%
ELEMENT POINTE ADVISORS, LLC	1.98K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.96K	Jun 30, 26	+105	0.00%
Linscomb & Williams, Inc.	1.94K	Jun 30, 26	+1.94K	0.00%
Prasad Wealth Partners, LLC	1.94K	Jun 30, 26	-364	0.00%
Consolidated Planning Corp	1.93K	Jun 30, 26	+1.93K	0.00%
WESPAC Advisors SoCal, LLC	1.93K	Jun 30, 26	+1.93K	0.00%
Geometric Wealth Advisors	1.92K	Jun 30, 26	+1.92K	0.00%
Teamwork Financial Advisors, LLC	1.91K	Jun 30, 26	+1.91K	0.00%
Envestnet Portfolio Solutions, Inc.	1.90K	Jun 30, 26	+1.90K	0.00%
WARNER FINANCIAL, INC	1.89K	Jun 30, 26	+1.89K	0.00%
Russell Investments Group, Ltd.	1.89K	Jun 30, 26	-2.75K	0.00%
Alpha Omega Wealth Management LLC	1.86K	Jun 30, 26	+1.86K	0.00%
Empower Advisory Group, LLC	1.86K	Jun 30, 26	-172	0.00%
Cornerstone Wealth Management, LLC	1.83K	Jun 30, 26	+1.83K	0.00%
Aptus Capital Advisors, LLC	1.83K	Jun 30, 26	+312	0.00%
Clark Capital Management Group, Inc.	1.83K	Jun 30, 26	+1.83K	0.00%
Financial Perspectives, Inc	1.77K	Jun 30, 26	+7	0.00%
FIRST FINANCIAL CORP /IN/	1.76K	Jun 30, 26	--	0.00%
Keystone Financial Group, Inc.	1.76K	Jun 30, 26	+7	0.00%
Fourth Dimension Wealth, LLC	1.74K	Jun 30, 26	--	0.00%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	1.71K	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.67K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	1.60K	Jun 30, 26	+115	0.00%
VIMA LLC	1.58K	Jun 30, 26	+1.58K	0.00%
Hoese & Co LLP	1.50K	Jun 30, 26	--	0.00%
Archer Investment Corp	1.46K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.44K	Jun 30, 26	-365	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	1.38K	Jun 30, 26	+496	0.00%
CULLEN/FROST BANKERS, INC.	1.36K	Jun 30, 26	+1.36K	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	1.34K	Jun 30, 26	+1.34K	0.00%
Avion Wealth	1.33K	Jun 30, 26	-110	0.00%
CBIZ Investment Advisory Services, LLC	1.33K	Jun 30, 26	--	0.00%
Stone House Investment Management, LLC	1.32K	Jun 30, 26	-3.52K	0.00%
TD Capital Management LLC	1.32K	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	1.29K	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	1.24K	Jun 30, 26	+3	0.00%
Ashton Thomas Private Wealth, LLC	1.23K	Jun 30, 26	-93	0.00%
Bank Julius Baer & Co. Ltd, Zurich	1.23K	Jun 30, 26	--	0.00%
IMG Wealth Management, Inc.	1.19K	Jun 30, 26	+48	0.00%
Rosenberg Matthew Hamilton	1.12K	Jun 30, 26	--	0.00%
Manchester Capital Management LLC	1.09K	Jun 30, 26	+1.09K	0.00%
Capital Investment Advisory Services, LLC	1.08K	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	1.05K	Jun 30, 26	+1.05K	0.00%
Park Place Capital Corp	972	Jun 30, 26	+4	0.00%
Smartleaf Asset Management LLC	935	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	901	Jun 30, 26	+1	0.00%
Rossmore Private Capital	880	Jun 30, 26	--	0.00%
FIRST UNITED BANK & TRUST	871	Jun 30, 26	+871	0.00%
Sage Mountain Advisors LLC	835	Jun 30, 26	+275	0.00%
FINANCIAL CONSULATE, INC	818	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	777	Jun 30, 26	+88	0.00%
Federation des caisses Desjardins du Quebec	773	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	754	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	740	Jun 30, 26	+16	0.00%
Pacific Center for Financial Services	709	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	665	Jun 30, 26	+221	0.00%
Abound Wealth Management	658	Jun 30, 26	+1	0.00%
Truvestments Capital LLC	650	Jun 30, 26	--	0.00%
ABOUND FINANCIAL, LLC	650	Jun 30, 26	--	0.00%
Finley Financial, LLC	640	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	611	Jun 30, 26	--	0.00%
Morton Brown Family Wealth, LLC	578	Jun 30, 26	--	0.00%
GAMMA Investing LLC	538	Jun 30, 26	+43	0.00%
FRANKLIN RESOURCES INC	523	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	519	Jun 30, 26	--	0.00%
Perkins Coie Trust Co	512	Jun 30, 26	--	0.00%
Concord Wealth Partners	508	Jun 30, 26	+508	0.00%
Moisand Fitzgerald Tamayo, LLC	505	Jun 30, 26	--	0.00%
Winthrop Capital Management, LLC	488	Jun 30, 26	--	0.00%
TSFG, LLC	487	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	480	Jun 30, 26	-20	0.00%
DHJJ Financial Advisors, Ltd.	476	Jun 30, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	450	Jun 30, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	444	Jun 30, 26	--	0.00%
Register Financial Advisors LLC	404	Jun 30, 26	+397	0.00%
Hickory Point Bank & Trust	400	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	400	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	384	Jun 30, 26	--	0.00%
MOGY JOEL R INVESTMENT COUNSEL INC	375	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	375	Jun 30, 26	+375	0.00%
Physician Wealth Advisors, Inc.	356	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	351	Jun 30, 26	+273	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	322	Jun 30, 26	--	0.00%
Mechanics Financial Corp	317	Jun 30, 26	--	0.00%
Kings Path Partners LLC	315	Jun 30, 26	-184	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	312	Jun 30, 26	+31	0.00%
DT Investment Partners, LLC	283	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	282	Jun 30, 26	+1	0.00%
Smithfield Trust Co	282	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	273	Jun 30, 26	-228	0.00%
Bell Investment Advisors, Inc	258	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	254	Jun 30, 26	-5	0.00%
CNB Bank	250	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	250	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	236	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	214	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	195	Jun 30, 26	--	0.00%
Dougherty Wealth Advisers LLC	180	Jun 30, 26	-50	0.00%
Crews Bank & Trust	180	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	179	Jun 30, 26	-986	0.00%
VSM Wealth Advisory, LLC	174	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	165	Jun 30, 26	+1	0.00%
MOTCO	159	Jun 30, 26	--	0.00%
SITTNER & NELSON, LLC	158	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	153	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	150	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	148	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	134	Jun 30, 26	--	0.00%
RICHARDS, MERRILL & PETERSON, INC.	132	Jun 30, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	130	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	123	Jun 30, 26	--	0.00%
CITY HOLDING CO	118	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	117	Jun 30, 26	--	0.00%
Sherman Asset Management, Inc.	114	Jun 30, 26	-126	0.00%
N.E.W. Advisory Services LLC	108	Jun 30, 26	--	0.00%
Independence Bank of Kentucky	100	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	93	Jun 30, 26	-4	0.00%
Harbor Asset Planning, Inc.	90	Jun 30, 26	--	0.00%
Gleason Group, Inc.	89	Jun 30, 26	+89	0.00%
Glen Eagle Advisors, LLC	82	Jun 30, 26	--	0.00%
SouthState Corp	77	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	75	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	74	Jun 30, 26	-28	0.00%
Olistico Wealth, LLC	72	Jun 30, 26	--	0.00%
HM PAYSON & CO	62	Jun 30, 26	+33	0.00%
OXFORD FINANCIAL GROUP LTD	55	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	54	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	53	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	48	Jun 30, 26	--	0.00%
City State Bank	48	Jun 30, 26	--	0.00%
Financial Life Planners	46	Jun 30, 26	+1	0.00%
Delos Wealth Advisors, LLC	44	Jun 30, 26	+44	0.00%
YANKCOM Partnership	41	Jun 30, 26	+41	0.00%
Rossby Financial, LCC	40	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	40	Jun 30, 26	--	0.00%
ARVEST INVESTMENTS, INC.	40	Jun 30, 26	+40	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	37	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	37	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	34	Jun 30, 26	--	0.00%
Prudent Man Investment Management, Inc.	31	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	31	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	29	Jun 30, 26	+29	0.00%
HIGHLINE WEALTH PARTNERS LLC	28	Jun 30, 26	--	0.00%
Fairscale Capital, LLC	21	Jun 30, 26	--	0.00%
Murphy & Mullick Capital Management Corp	16	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	13	Jun 30, 26	+13	0.00%
Dunhill Financial, LLC	10	Jun 30, 26	+10	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	7	Jun 30, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	3	Jun 30, 26	--	0.00%
Kilter Group LLC	2	Jun 30, 26	--	0.00%
ICONIQ Capital, LLC	--	Jun 30, 26	-85.84K	--
Richmond Investment Services, LLC	--	Jun 30, 26	-11.69K	--
NCP Inc.	--	Jun 30, 26	-290	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.76K	--
Baer Investment Advisory LLC	--	Jun 30, 26	-4.66K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-3.49K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-64	--
Traynor Capital Management, Inc.	--	Jun 30, 26	-2.30K	--
LongView Wealth Management	--	Jun 30, 26	-3.00K	--
Strategic Wealth Partners, Ltd.	--	Jun 30, 26	-39	--
Independent Advisor Alliance	--	Jun 30, 26	-70.22K	--
First National Bank of Hutchinson	--	Jun 30, 26	-3.03K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-1.67K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-35	--
Talisman Wealth Advisors LLC	--	Jun 30, 26	-7.71K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-100	--
B.O.S.S. Retirement Advisors, LLC	--	Jun 30, 26	-2.02K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-45	--
Darwin Wealth Management, LLC	--	Jun 30, 26	-470	--
FIRETHORN WEALTH PARTNERS, LLC	--	Jun 30, 26	-2.02K	--
McAdam, LLC	--	Jun 30, 26	-3.42K	--
Fisher Asset Management, LLC	--	Jun 30, 26	-2.63K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-407	--
Missouri Trust & Investment Co	--	Jun 30, 26	-100	--
M Holdings Securities, Inc.	--	Jun 30, 26	-12.23K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-896	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-6.92K	--
Quantbot Technologies LP	--	Jun 30, 26	-897	--
Calamos Advisors LLC	--	Jun 30, 26	-2.01K	--
Foguth Wealth Management, LLC.	--	Jun 30, 26	-1.96K	--
TrueWealth Financial Partners	--	Jun 30, 26	-5.66K	--
Chicago Partners Investment Group LLC	--	Jun 30, 26	-1.90K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-29	--
PITTENGER & ANDERSON INC	--	Jun 30, 26	-216	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-10.14K	--
DEFINED WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-58.23K	--
Viewpoint Capital Management LLC	--	Jun 30, 26	-180	--
Root Financial Partners, LLC	--	Jun 30, 26	-148	--
Golden State Equity Partners	--	Jun 30, 26	-13.89K	--
BANK OF AMERICA CORP /DE/	83.37M	Mar 31, 26	-26.91K	34.40%
JONES FINANCIAL COMPANIES LLLP	7.65M	Mar 31, 26	+1.23M	3.16%
CANANDAIGUA NATIONAL CORP	810.70K	Mar 31, 26	+810.70K	0.33%
CWM, LLC	568.93K	Mar 31, 26	-44.14K	0.23%
AMERIPRISE FINANCIAL INC	417.87K	Mar 31, 26	-1.91K	0.17%
Equitable Holdings, Inc.	331.23K	Mar 31, 26	+100.21K	0.14%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	156.81K	Mar 31, 26	+26.29K	0.06%
Charter Oak Capital Management, LLC	93.57K	Mar 31, 26	+3.65K	0.04%
ALLIANCEBERNSTEIN L.P.	82.28K	Mar 31, 26	-7.64K	0.03%
Canandaigua National Trust Co of Florida	73.77K	Mar 31, 26	-366	0.03%
CENTAURUS FINANCIAL, INC.	71.18K	Mar 31, 26	-95.17K	0.03%
Forefront Wealth Partners, LLC	37.15K	Mar 31, 26	-4.07K	0.02%
Beacon Pointe Advisors, LLC	37.13K	Mar 31, 26	+24.68K	0.02%
Sunbelt Securities, Inc.	34.54K	Mar 31, 26	-2.90K	0.01%
Skopos Labs, Inc.	24.52K	Mar 31, 26	+1.18K	0.01%
Vista Private Wealth Partners. LLC	19.50K	Mar 31, 26	-13.45K	0.01%
Brinker Capital Investments, LLC	15.88K	Mar 31, 26	-5.21K	0.01%
Empowered Funds, LLC	12.51K	Mar 31, 26	-991	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	10.84K	Mar 31, 26	+95	0.00%
Pure Financial Advisors, LLC	10.69K	Mar 31, 26	-20	0.00%
Kingsview Wealth Management, LLC	8.87K	Mar 31, 26	+998	0.00%
Synergy Investment Management, LLC	8.73K	Mar 31, 26	+584	0.00%
DGS Capital Management, LLC	6.99K	Mar 31, 26	+101	0.00%
Coordinated Financial Services, Inc.	6.79K	Mar 31, 26	+58	0.00%
VANGUARD ADVISERS INC	4.76K	Mar 31, 26	+4.76K	0.00%
BRADLEY FOSTER & SARGENT INC/CT	4.73K	Mar 31, 26	--	0.00%
EXENCIAL WEALTH ADVISORS, LLC	4.70K	Mar 31, 26	+9	0.00%
McIlrath & Eck, LLC	4.42K	Mar 31, 26	+1.74K	0.00%
U.S. Capital Wealth Advisors, LLC	4.40K	Mar 31, 26	-48.66K	0.00%
USA Financial Portformulas Corp	3.37K	Mar 31, 26	-2.30K	0.00%
Hilltop Holdings Inc.	3.17K	Mar 31, 26	+351	0.00%
Bank OZK	2.79K	Mar 31, 26	-264	0.00%
HEADINVEST, LLC	2.67K	Mar 31, 26	--	0.00%
Proficio Capital Partners LLC	2.02K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	938	Mar 31, 26	-209	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	896	Mar 31, 26	+896	0.00%
NCP Inc.	290	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	185	Mar 31, 26	+35	0.00%
Bernard Wealth Management Corp.	21	Mar 31, 26	--	0.00%
Copia Wealth Management	7	Mar 31, 26	-1	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-2.16K	--
Premier Financial Group	--	Mar 31, 26	-282	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-33.08K	--
SOL Capital Management CO	--	Mar 31, 26	-36.90K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-19.09K	--
Quent Long Short Global Small Cap Fund, LP	98.66K	Dec 31, 25	+98.66K	0.04%
COMERICA BANK	51.80K	Dec 31, 25	+3.22K	0.02%
ROVIN CAPITAL /UT/ /ADV	44.34K	Dec 31, 25	+14.77K	0.02%
CIBC Private Wealth Group, LLC	36.74K	Dec 31, 25	+32.52K	0.02%
Vantage Financial Partners, LLC	23.59K	Dec 31, 25	-67	0.01%
Litman Gregory Wealth Management LLC	13.25K	Dec 31, 25	+100	0.01%
Dentgroup LLC	9.35K	Dec 31, 25	+615	0.00%
VANGUARD GROUP INC	4.45K	Dec 31, 25	+971	0.00%
Long Run Wealth Advisors, LLC	2.08K	Dec 31, 25	+11	0.00%
Stephens Consulting, LLC	1.08K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	342	Dec 31, 25	+342	0.00%
Ransom Advisory, Ltd	300	Dec 31, 25	+300	0.00%
TUCKER ASSET MANAGEMENT LLC	172	Dec 31, 25	--	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-136	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-392	--
Glenmede Investment Management, LP	24.98K	Sep 30, 25	+4.06K	0.01%
Moloney Securities Asset Management, LLC	23.63K	Sep 30, 25	-540	0.01%
Cubist Systematic Strategies, LLC	13.03K	Sep 30, 25	-10.72K	0.01%
Watts Gwilliam & Co., LLC	4.02K	Sep 30, 25	--	0.00%
New Century Financial Group, LLC	3.36K	Sep 30, 25	+323	0.00%
Wealthstream Advisors, Inc.	3.17K	Sep 30, 25	-765	0.00%
OPTIMUM INVESTMENT ADVISORS	2.60K	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	803	Sep 30, 25	--	0.00%
Promus Capital, LLC	177	Sep 30, 25	--	0.00%
AllSquare Wealth Management LLC	94	Sep 30, 25	--	0.00%
WFA Asset Management Corp	32	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-148.06K	--
AVANTAX ADVISORY SERVICES, INC.	317.18K	Jun 30, 25	+5.98K	0.13%
Atria Wealth Solutions, Inc.	185.59K	Jun 30, 25	+65.56K	0.08%
PrairieView Partners, LLC	68.99K	Jun 30, 25	+5.70K	0.03%
Centricity Wealth Management, LLC	25.89K	Jun 30, 25	+494	0.01%
Congress Wealth Management LLC / DE /	8.53K	Jun 30, 25	+4.18K	0.00%
Graypoint LLC	5.51K	Jun 30, 25	+5	0.00%
KRAFT ASSET MANAGEMENT, LLC	3.64K	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	754	Jun 30, 25	--	0.00%
Christopher J. Hasenberg, Inc	179	Jun 30, 25	+123	0.00%
Iron Horse Wealth Management, LLC	91	Jun 30, 25	+83	0.00%
CHURCHILL MANAGEMENT Corp	--	Jun 30, 25	-1.88M	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-403	--
Sandy Spring Bank	362.04K	Mar 31, 25	-1.68K	0.15%
Spectrum Wealth Counsel, LLC	33.49K	Mar 31, 25	+13.03K	0.01%
Coordinated Financial Services, Inc./CO	7.36K	Mar 31, 25	+7.36K	0.00%
Orion Portfolio Solutions, LLC	6.33K	Mar 31, 25	-3.05K	0.00%
Safeguard Financial, LLC	4.60K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	2.31K	Mar 31, 25	-605	0.00%
Lindbrook Capital, LLC	236	Mar 31, 25	--	0.00%
Edge Capital Group, LLC	71.95K	Dec 31, 24	-1.36K	0.03%
Peninsula Wealth, LLC	12.48K	Dec 31, 24	+2.03K	0.01%
Riggs Capital Management LLC	7.70K	Dec 31, 24	+7.70K	0.00%
Zions Bancorporation, N.A.	3.73K	Dec 31, 24	--	0.00%
TAP Consulting, LLC	2.92K	Dec 31, 24	+44	0.00%
Merriman Wealth Management, LLC	2.18K	Dec 31, 24	-1.52K	0.00%
Sanctuary Wealth Management, L.L.C.	942	Dec 31, 24	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	888	Dec 31, 24	--	0.00%
WR Wealth Planners, LLC	67	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	23	Dec 31, 24	-65	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.38K	--
Raymond James Financial Services Advisors, Inc.	801.92K	Sep 30, 24	+19.31K	0.33%
RAYMOND JAMES & ASSOCIATES	562.55K	Sep 30, 24	+65.26K	0.23%
Financial Planning & Information Services, Inc.	44.24K	Sep 30, 24	+127	0.02%
LWMG, LLC	5.15K	Sep 30, 24	+5	0.00%
CEDRUS LLC	4.77K	Sep 30, 24	+4.77K	0.00%
FORT PITT CAPITAL GROUP, LLC	4.18K	Sep 30, 24	+4.18K	0.00%
Peterson Financial Group, Inc.	3.69K	Sep 30, 24	+11	0.00%
Diversified, LLC	3.41K	Sep 30, 24	+798	0.00%
RAYMOND JAMES TRUST N.A.	3.28K	Sep 30, 24	-344	0.00%
First Trust Direct Indexing L.P.	3.08K	Sep 30, 24	+71	0.00%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	2.90K	Sep 30, 24	--	0.00%
Carmichael Hill & Associates, Inc.	399	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	220	Sep 30, 24	+220	0.00%
First Personal Financial Services	79	Sep 30, 24	--	0.00%
Family Asset Management, LLC	26	Sep 30, 24	--	0.00%
BlackRock Inc.	1.36M	Jun 30, 24	+113.53K	0.56%
BENJAMIN F. EDWARDS & COMPANY, INC.	773.48K	Jun 30, 24	+3.62K	0.32%
BUCKINGHAM STRATEGIC WEALTH, LLC	38.53K	Jun 30, 24	-2.13K	0.02%
Relative Value Partners Group, LLC	6.41K	Jun 30, 24	+6.41K	0.00%
Private Ocean, LLC	6.15K	Jun 30, 24	+6	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	2.83K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	2.60K	Jun 30, 24	-54.88K	0.00%
Cetera Advisor Networks LLC	242.17K	Mar 31, 24	+3.42K	0.10%
Cetera Advisors LLC	105.20K	Mar 31, 24	+61.76K	0.04%
Atlas Private Wealth Management	23.73K	Mar 31, 24	-2.09K	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	18.07K	Mar 31, 24	+3.85K	0.01%
Retirement Group, LLC	28	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	12.79K	Dec 31, 23	+12.79K	0.01%
DFPG INVESTMENTS, LLC	10.02K	Dec 31, 23	+10.02K	0.00%
WEALTHSOURCE PARTNERS, LLC	8.15K	Dec 31, 23	+1	0.00%
TELEMUS CAPITAL, LLC	8.04K	Dec 31, 23	-995	0.00%
Baystate Wealth Management LLC	1.53K	Dec 31, 23	+12	0.00%
Bartlett & Co. LLC	365	Dec 31, 23	--	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	165	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	1.21M	Sep 30, 23	-4.00K	0.50%
Windsor Group LTD	603.24K	Sep 30, 23	-5.76K	0.25%
COLONY GROUP LLC	393.15K	Sep 30, 23	+17.45K	0.16%
Virginia National Bank	20.38K	Sep 30, 23	-179	0.01%
PATHSTONE FAMILY OFFICE, LLC	9.42K	Sep 30, 23	+4.43K	0.00%
BEDEL FINANCIAL CONSULTING INC	4.00K	Sep 30, 23	+4.00K	0.00%
COMERICA SECURITIES,INC.	3.05K	Sep 30, 23	+368	0.00%
Steward Financial Group LLC	28	Sep 30, 23	+28	0.00%
Vident Investment Advisory, LLC	146.05K	Jun 30, 23	+11.65K	0.06%
Endurance Wealth Management, Inc.	23.58K	Jun 30, 23	--	0.01%
BDO Wealth Advisors, LLC	18.80K	Jun 30, 23	+16.90K	0.01%
Kistler-Tiffany Companies, LLC	10.62K	Jun 30, 23	+10.10K	0.00%
TIAA, FSB	5.11K	Jun 30, 23	--	0.00%
Financial Architects, Inc	4.99K	Jun 30, 23	-124	0.00%
Veritable, L.P.	4.48K	Jun 30, 23	-96	0.00%
TimeScale Financial, Inc.	858	Jun 30, 23	+3	0.00%
Kalos Management, Inc.	279	Jun 30, 23	-6	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-162	--
Baldrige Asset Management LLC	11.03K	Mar 31, 23	-176	0.00%
Barber Financial Group, Inc.	7.38K	Mar 31, 23	+2.25K	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-6.12K	--
Gallagher Benefit Services, Inc.	421.72K	Dec 31, 22	+421.72K	0.17%
F3Logic, LLC	421.72K	Dec 31, 22	+70.77K	0.17%
Sanford Advisory Services, LLC	27.77K	Dec 31, 22	-841	0.01%
CFO4Life, L.P.	15.42K	Dec 31, 22	+15.42K	0.01%
GAMBLE JONES INVESTMENT COUNSEL	10.34K	Dec 31, 22	-88	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	300	Dec 31, 22	-40	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-150	--
BLUESTEIN R H & CO LLC	56.01K	Sep 30, 22	+3.52K	0.02%
55I, LLC	48.38K	Sep 30, 22	+5.03K	0.02%
FURE FINANCIAL CORP	31.72K	Sep 30, 22	+31.72K	0.01%
American Portfolios Advisors	30.79K	Sep 30, 22	+958	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	19.52K	Sep 30, 22	+2.27K	0.01%
CPWM, LLC	15.33K	Sep 30, 22	+15.33K	0.01%
FourThought Financial, LLC	7.44K	Sep 30, 22	+28	0.00%
EATON VANCE MANAGEMENT	6.38K	Sep 30, 22	+25	0.00%
CYPRESS CAPITAL MANAGEMENT LLC	6.04K	Sep 30, 22	--	0.00%
Beaumont Financial Partners, LLC	5.38K	Sep 30, 22	+5.38K	0.00%
Round Table Services, LLC	4.41K	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	414	Sep 30, 22	+414	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	54	Sep 30, 22	+54	0.00%
KARLINSKI ANDREW C	4	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-2.50K	--
HYA Advisors, Inc	77.84K	Jun 30, 22	-1.31K	0.03%
Farmer Steven Patrick	43.37K	Jun 30, 22	+43.37K	0.02%
Emerson Wealth, LLC	3.99K	Jun 30, 22	+3.99K	0.00%
People's United Financial, Inc.	206.86K	Mar 31, 22	-6.96K	0.09%
B, B, H, & B INC.	118.08K	Mar 31, 22	+51.30K	0.05%
KINGS POINT CAPITAL MANAGEMENT	11.52K	Mar 31, 22	--	0.00%
IndexIQ Advisors LLC	1.47K	Mar 31, 22	-1.82K	0.00%
Lenox Wealth Advisors, LLC	356	Mar 31, 22	--	0.00%
Freedman Financial Associates, Inc.	99	Mar 31, 22	--	0.00%
Carroll Financial Associates, Inc.	13.54K	Dec 31, 21	+1.57K	0.01%
Investors Financial Group, LLC	10.86K	Dec 31, 21	+1.15K	0.00%
NEXT Financial Group, Inc	8.89K	Dec 31, 21	-6.82K	0.00%
Doman Group, LLC	6.45K	Dec 31, 21	+6.45K	0.00%
QUEST CAPITAL MANAGEMENT INC /ADV	5.05K	Dec 31, 21	+5.05K	0.00%
REILLY FINANCIAL ADVISORS, LLC	832	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	41.64K	Sep 30, 21	+255	0.02%
DERBY & COMPANY, INC	28.89K	Sep 30, 21	+1.02K	0.01%
Ameritas Investment Company, LLC	5.20K	Sep 30, 21	+3.23K	0.00%
Hoover Financial Advisors, Inc.	912	Jun 30, 21	--	0.00%
Integer Wealth Advisors Group LLC	10.50K	Mar 31, 21	-968	0.00%
Rikoon Group, LLC	5.71K	Mar 31, 21	+190	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	3.90K	Mar 31, 21	+3.90K	0.00%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	84.29K	Dec 31, 20	+5.61K	0.03%
NewFocus Financial Group, LLC	43.00K	Dec 31, 20	-8.11K	0.02%
Private Wealth Advisors, Inc.	8.30K	Dec 31, 20	+8.30K	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	502	Dec 31, 20	--	0.00%
Winslow, Evans & Crocker, Inc.	84	Dec 31, 20	+84	0.00%
First Allied Advisory Services, Inc.	50.77K	Sep 30, 20	-3.64K	0.02%
SHINE INVESTMENT ADVISORY SERVICES INC	2.62K	Sep 30, 20	-6.44K	0.00%
LifePlan Financial Group, Inc	17	Sep 30, 20	--	0.00%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-12.33K	--
Watson Rebecca	--	Sep 30, 20	-90	--
TRUEWEALTH LLC	2.65K	Jun 30, 20	--	0.00%
Squar Milner Financial Services LLC	6.37K	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	192.58K	Dec 31, 19	-208	0.08%
Advisor Group, Inc.	125.96K	Dec 31, 19	+4.87K	0.05%
Beacon Pointe Wealth Advisors, LLC	--	Dec 31, 19	-4.50K	--
Sequoia Wealth Management, LLC	--	Dec 31, 19	-13.67K	--
BIEGEL & WALLER LLC	146.47K	Sep 30, 19	+55.38K	0.06%
BB&T SECURITIES, LLC	18.67K	Sep 30, 19	-1.02K	0.01%
SUNTRUST BANKS INC	7.68K	Sep 30, 19	-677	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	6.96K	Sep 30, 19	-1.15K	0.00%
MRA Associates USA LLC	--	Sep 30, 19	-482	--
PERSONAL FINANCIAL CONSULTANTS INC /ADV	15.54K	Jun 30, 19	+42	0.01%
Steinberg Global Asset Management	324.74K	Mar 31, 19	+667	0.13%
HL FINANCIAL SERVICES LLC	--	Mar 31, 19	-4.28K	--
Summit Equities Inc	29.86K	Sep 30, 18	+177	0.01%
Vestpro Financial Partners, Inc. dba CPF Texas	27.04K	Sep 30, 18	+1.59K	0.01%
Edge Advisors, LLC	173.47K	Jun 30, 18	-168	0.07%
Simply Money Advisors	457.05K	Mar 31, 18	-11.36K	0.19%
Hefty Wealth Partners	37.85K	Mar 31, 18	+544	0.02%
Oak Point Wealth Management	14.16K	Mar 31, 18	+3.67K	0.01%
XML SECURITIES, LLC	3.94K	Mar 31, 18	+3.94K	0.00%
Independence Trust CO	10.39K	Dec 31, 17	--	0.00%
BB&T INVESTMENT SERVICES, INC.	720	Dec 31, 17	+720	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-21.92K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-21.80K	--
Barrington Strategic Wealth Management Group LLC	22.75K	Sep 30, 17	+1.53K	0.01%
Commonwealth Equity Services, Inc	175.75K	Jun 30, 17	+19.14K	0.07%
WFG Advisors, LP	812	Jun 30, 17	+4	0.00%
TIAA CREF TRUST CO FSB/MO	26.94K	Mar 31, 17	+26.94K	0.01%
CT Financial Advisors LLC	420	Mar 31, 17	--	0.00%
MSI Financial Services Inc	43.68K	Dec 31, 16	+5.88K	0.02%
JFB Holdings Corp	62.17K	Sep 30, 16	+51.26K	0.03%
SOCIETE GENERALE	1.56K	Jun 30, 16	+1.56K	0.00%
MANAGED ACCOUNT ADVISORS LLC	23.70K	Jun 30, 15	+13.38K	0.01%
STANCORP INVESTMENT ADVISERS INC	689	Mar 31, 15	+3	0.00%
HABERER REGISTERED INVESTMENT ADVISOR INC	32	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	3.25K	Dec 31, 14	-2.25K	0.00%
NEW ENGLAND SECURITIES CORP /MA/	34	Dec 31, 14	--	0.00%
UBS AG	18.91K	Sep 30, 14	+1.02K	0.01%
Signator Financial Services, Inc.	200	Sep 30, 13	--	0.00%
First Allied Securities, Inc.	450	Jun 30, 12	-15	0.00%
RBC Dominion Securities Inc.	183	Dec 31, 08	--	0.00%
Meehan Mutual Funds, Inc.	600	Mar 31, 06	+600	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

87.14M

Jun 30, 26

+3.77M

35.95%

LPL Financial LLC

17.44M

Jun 30, 26

+212.65K

7.19%

MORGAN STANLEY

9.79M

Jun 30, 26

-64.74K

4.04%

JONES FINANCIAL COMPANIES LLLP

8.10M

Jun 30, 26

+451.01K

3.34%

ENVESTNET ASSET MANAGEMENT INC

7.58M

Jun 30, 26

+410.93K

3.13%

SIGNATUREFD, LLC

4.87M

Jun 30, 26

+228.96K

2.01%

Kestra Investment Management, LLC

4.46M

Jun 30, 26

+570.75K

1.84%

Ronald Blue Trust, Inc.

4.24M

Jun 30, 26

-39.96K

1.75%

ASPIRIANT, LLC

3.69M

Jun 30, 26

+2.45K

1.52%

Merit Financial Group, LLC

2.98M

Jun 30, 26

+187.88K

1.23%

JPMORGAN CHASE & CO

1.92M

Jun 30, 26

-162.12K

0.79%

RAYMOND JAMES FINANCIAL INC

1.66M

Jun 30, 26

+15.39K

0.68%

PNC FINANCIAL SERVICES GROUP, INC.

1.60M

Jun 30, 26

+163.45K

0.66%

ROYAL BANK OF CANADA

1.58M

Jun 30, 26

+67.94K

0.65%

UBS Group AG

1.54M

Jun 30, 26

-58.25K

0.64%

BENJAMIN EDWARDS INC

1.39M

Jun 30, 26

+79.29K

0.57%

Modera Wealth Management, LLC

1.19M

Jun 30, 26

+5.47K

0.49%

BLAIR WILLIAM & CO/IL

1.19M

Jun 30, 26

+23.69K

0.49%

Foster Group, Inc.

1.13M

Jun 30, 26

+19.52K

0.47%

NATIXIS ADVISORS, L.P.

1.13M

Jun 30, 26

+106.68K

0.47%

CI Private Wealth, LLC

874.49K

Jun 30, 26

+56.08K

0.36%

Auto-Owners Insurance Co

864.00K

Jun 30, 26

-490.00K

0.36%

WELLS FARGO & COMPANY/MN

851.25K

Jun 30, 26

-332.64K

0.35%

CANANDAIGUA NATIONAL BANK & TRUST CO

808.56K

Jun 30, 26

+808.56K

0.33%

Cetera Investment Advisers

755.19K

Jun 30, 26

+44.38K

0.31%

HighTower Advisors, LLC

744.19K

Jun 30, 26

+26.71K

0.31%

Sequoia Financial Advisors, LLC

695.00K

Jun 30, 26

-649

0.29%

PRINCIPAL SECURITIES, INC.

671.26K

Jun 30, 26

-30.83K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

669.76K

Jun 30, 26

+11.19K

0.28%

McGlone Suttner Wealth Management, Inc.

664.62K

Jun 30, 26

+11.31K

0.27%

ADVISOR GROUP HOLDINGS, INC.

603.50K

Jun 30, 26

+90.05K

0.25%

Evergreen Wealth Solutions, LLC

591.89K

Jun 30, 26

+148.94K

0.24%

Allworth Financial LP

587.66K

Jun 30, 26

-9.94K

0.24%

RMB Capital Management, LLC

573.08K

Jun 30, 26

+123.61K

0.24%

Allspring Global Investments Holdings, LLC

532.87K

Jun 30, 26

+7.30K

0.22%

FMR LLC

482.74K

Jun 30, 26

+4.94K

0.20%

GOLDMAN SACHS GROUP INC

472.65K

Jun 30, 26

+37.91K

0.19%

AMERIPRISE FINANCIAL INC

460.85K

Jun 30, 26

+42.98K

0.19%

SRS Capital Advisors, Inc.

450.24K

Jun 30, 26

+444.10K

0.19%

Nadler Financial Group, Inc.

443.54K

Jun 30, 26

-9.89K

0.18%

FLAGSHIP HARBOR ADVISORS, LLC

429.49K

Jun 30, 26

+21.63K

0.18%

HOWE & RUSLING INC

416.95K

Jun 30, 26

+58.16K

0.17%

Janney Montgomery Scott LLC

410.48K

Jun 30, 26

+306.96K

0.17%

Gotham Asset Management, LLC

398.47K

Jun 30, 26

+157.50K

0.16%

Colony Group, LLC

397.89K

Jun 30, 26

-20.77K

0.16%

Financial Engines Advisors L.L.C.

397.45K

Jun 30, 26

+52.73K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

391.56K

Jun 30, 26

+824

0.16%

Tanglewood Legacy Advisors, LLC

383.49K

Jun 30, 26

+2.06K

0.16%

Atlantic Union Bankshares Corp

375.13K

Jun 30, 26

+7.65K

0.15%

Veracity Capital LLC

368.40K

Jun 30, 26

+7.55K

0.15%

HANTZ FINANCIAL SERVICES, INC.

354.36K

Jun 30, 26

-3.78K

0.15%

PCA Investment Advisory Services Inc.

330.93K

Jun 30, 26

+10.06K

0.14%

Madison Wealth Partners, Inc

319.93K

Jun 30, 26

+7.80K

0.13%

Townsend & Associates, Inc

316.30K

Jun 30, 26

-3.02K

0.13%

SOUTHERN CAPITAL ADVISORS, LLC

311.42K

Jun 30, 26

+15.82K

0.13%

DDFG, Inc

300.40K

Jun 30, 26

+3.04K

0.12%

ForthRight Wealth Management, LLC

294.36K

Jun 30, 26

-7.92K

0.12%

MML INVESTORS SERVICES, LLC

287.52K

Jun 30, 26

+37.72K

0.12%

Duncan Williams Asset Management, LLC

282.32K

Jun 30, 26

+11.85K

0.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

254.88K

Jun 30, 26

+8.24K

0.11%

Vident Advisory, LLC

252.46K

Jun 30, 26

+2.43K

0.10%

Modern Wealth Management, LLC

247.86K

Jun 30, 26

+208.33K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

247.35K

Jun 30, 26

+168.11K

0.10%

Salus Financial Advisors, LLC

243.30K

Jun 30, 26

+18.03K

0.10%

Private Advisor Group, LLC

243.04K

Jun 30, 26

+23.46K

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

237.42K

Jun 30, 26

-48.67K

0.10%

Sanctuary Advisors, LLC

236.85K

Jun 30, 26

+10.17K

0.10%

Garde Capital, Inc.

232.41K

Jun 30, 26

-5.03K

0.10%

Rockefeller Capital Management L.P.

221.19K

Jun 30, 26

+4.63K

0.09%

GDS Wealth Management

212.87K

Jun 30, 26

-15.20K

0.09%

Steele Capital Management, Inc.

206.99K

Jun 30, 26

-2.53K

0.09%

Waldron Private Wealth LLC

206.86K

Jun 30, 26

-27.82K

0.09%

Birchcreek Wealth Management, LLC

204.62K

Jun 30, 26

+2.82K

0.08%

Vestmark Advisory Solutions, Inc.

192.81K

Jun 30, 26

+115.20K

0.08%

IRONWOOD WEALTH MANAGEMENT, INC.

192.78K

Jun 30, 26

+220

0.08%

Strategies Wealth Advisors, LLC

191.03K

Jun 30, 26

-11.98K

0.08%

SkyOak Wealth, LLC

189.46K

Jun 30, 26

-11.02K

0.08%

High Probability Advisors, LLC

189.32K

Jun 30, 26

+11.05K

0.08%

Kestra Advisory Services, LLC

187.37K

Jun 30, 26

-19.03K

0.08%

Richard W. Paul & Associates, LLC

184.59K

Jun 30, 26

+2.46K

0.08%

Concurrent Investment Advisors, LLC

173.98K

Jun 30, 26

+15.38K

0.07%

Crescent Grove Advisors, LLC

164.62K

Jun 30, 26

+2.18K

0.07%

Financial Partners Group, Inc

159.70K

Jun 30, 26

-1.69K

0.07%

Mount Yale Investment Advisors, LLC

154.66K

Jun 30, 26

+115.68K

0.06%

STIFEL FINANCIAL CORP

154.12K

Jun 30, 26

+2.89K

0.06%

BRANDES INVESTMENT PARTNERS, LP

153.90K

Jun 30, 26

+153.90K

0.06%

Cambridge Investment Research Advisors, Inc.

151.72K

Jun 30, 26

-59.90K

0.06%

Allianz Asset Management GmbH

149.66K

Jun 30, 26

0.06%

Savant Capital, LLC

148.12K

Jun 30, 26

+869

0.06%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

147.51K

Jun 30, 26

-5.53K

0.06%

Global Strategic Investment Solutions, LLC

146.10K

Jun 30, 26

+407

0.06%

Creative Planning

141.66K

Jun 30, 26

+7.39K

0.06%

Cosner Financial Group, LLC

141.11K

Jun 30, 26

+1.24K

0.06%

Ameritas Advisory Services, LLC

140.38K

Jun 30, 26

+82.62K

0.06%

Atria Investments, Inc

134.59K

Jun 30, 26

+16.04K

0.06%

Main Street Financial Solutions, LLC

134.12K

Jun 30, 26

+7.88K

0.06%

Carl P. Sherr & Co., LLC

134.10K

Jun 30, 26

-2.33K

0.06%

NewEdge Advisors, LLC

130.01K

Jun 30, 26

-197

0.05%

Petix & Botte Co

128.79K

Jun 30, 26

-15.43K

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

125.31K

Jun 30, 26

+5.92K

0.05%

AQR CAPITAL MANAGEMENT LLC

121.79K

Jun 30, 26

+88.34K

0.05%

Integrated Wealth Concepts LLC

120.71K

Jun 30, 26

+14.32K

0.05%

Baird Financial Group, Inc.

115.58K

Jun 30, 26

-9.90K

0.05%

Stratos Wealth Partners, LTD.

115.04K

Jun 30, 26

+4.29K

0.05%

Weil Company, Inc.

111.89K

Jun 30, 26

+14.23K

0.05%

ERTS Wealth Advisors, LLC

111.67K

Jun 30, 26

+1.39K

0.05%

TRUIST FINANCIAL CORP

110.70K

Jun 30, 26

-2.05K

0.05%

Lutz Financial Services LLC

110.25K

Jun 30, 26

-1.33K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

109.89K

Jun 30, 26

+15.40K

0.05%

IFG Advisory, LLC

105.16K

Jun 30, 26

+105.16K

0.04%

Crestwood Advisors Group LLC

104.87K

Jun 30, 26

+53

0.04%

Sigma Planning Corp

102.82K

Jun 30, 26

+1.98K

0.04%

Dynamic Advisor Solutions LLC

101.19K

Jun 30, 26

+3.49K

0.04%

Tortoise Investment Management, LLC

100.08K

Jun 30, 26

-1.23K

0.04%

Quent Capital, LLC

96.11K

Jun 30, 26

-265

0.04%

Mariner, LLC

95.71K

Jun 30, 26

-11.15K

0.04%

Gallagher Fiduciary Advisors, LLC

94.71K

Jun 30, 26

+23.37K

0.04%

Financial Council Asset Management Inc

90.87K

Jun 30, 26

+83

0.04%

TD PRIVATE CLIENT WEALTH LLC

86.73K

Jun 30, 26

-6.75K

0.04%

Zuckerman Investment Group, LLC

86.39K

Jun 30, 26

-2.15K

0.04%

ALLIANCEBERNSTEIN L.P.

83.22K

Jun 30, 26

+941

0.03%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

83.21K

Jun 30, 26

-2.25K

0.03%

Sixth Street Partners Management Company, L.P.

83.21K

Jun 30, 26

+83.21K

0.03%

Foundry Financial Group, Inc.

82.23K

Jun 30, 26

+1.80K

0.03%

Canvas Wealth Advisors, LLC

81.20K

Jun 30, 26

+4.57K

0.03%

Amplius Wealth Advisors, LLC

78.97K

Jun 30, 26

-5.65K

0.03%

Resources Investment Advisors, LLC.

77.24K

Jun 30, 26

+1.51K

0.03%

Paul Damon & Associates, Inc.

76.04K

Jun 30, 26

+1.04K

0.03%

Symphony Financial, Ltd. Co.

76.01K

Jun 30, 26

+1.60K

0.03%

HighMark Wealth Management LLC

75.51K

Jun 30, 26

-5.03K

0.03%

MOTIVE WEALTH ADVISORS

75.14K

Jun 30, 26

-78

0.03%

Buckingham Strategic Partners

72.99K

Jun 30, 26

+41.56K

0.03%

Cerity Partners LLC

71.68K

Jun 30, 26

+1.55K

0.03%

Summit Financial, LLC

71.18K

Jun 30, 26

+14.40K

0.03%

LEGACY SOLUTIONS, LLC

71.12K

Jun 30, 26

+447

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

70.95K

Jun 30, 26

+3.77K

0.03%

Mutual Advisors, LLC

69.39K

Jun 30, 26

+5.47K

0.03%

Valmark Advisers, Inc.

67.25K

Jun 30, 26

-351

0.03%

Able Wealth Management LLC

65.51K

Jun 30, 26

+561

0.03%

SAPIENT CAPITAL LLC

65.07K

Jun 30, 26

-31.46K

0.03%

Independence Financial Advisors, LLC

63.80K

Jun 30, 26

-29.16K

0.03%

Arkadios Wealth Advisors

62.73K

Jun 30, 26

+5.32K

0.03%

BEAM WEALTH ADVISORS, INC.

60.86K

Jun 30, 26

-14

0.03%

Columbus Macro, LLC

59.83K

Jun 30, 26

+1.05K

0.02%

STEVENS CAPITAL PARTNERS

58.94K

Jun 30, 26

+10.91K

0.02%

COREPATH WEALTH PARTNERS LLC

57.27K

Jun 30, 26

-231

0.02%

SCS Capital Management LLC

56.39K

Jun 30, 26

0.02%

Advisory Services Network, LLC

56.37K

Jun 30, 26

+439

0.02%

Elm Partners Management LLC

55.57K

Jun 30, 26

+5.82K

0.02%

Global Retirement Partners, LLC

54.74K

Jun 30, 26

+54.74K

0.02%

CAPTRUST FINANCIAL ADVISORS

54.35K

Jun 30, 26

-115

0.02%

FIFTH THIRD BANCORP

52.08K

Jun 30, 26

-1.71K

0.02%

Integrated Advisors Network LLC

51.48K

Jun 30, 26

+14.87K

0.02%

Eley Financial Management, Inc

51.44K

Jun 30, 26

-61

0.02%

Spire Wealth Management

50.97K

Jun 30, 26

-421

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

50.87K

Jun 30, 26

+8.27K

0.02%

180 WEALTH ADVISORS, LLC

50.30K

Jun 30, 26

-2.94K

0.02%

Perigon Wealth Management, LLC

50.01K

Jun 30, 26

-347

0.02%

TD Waterhouse Canada Inc.

49.11K

Jun 30, 26

+1.10K

0.02%

Summit Wealth Partners, LLC

49.05K

Jun 30, 26

+140

0.02%

Variant Private Wealth, LLC

47.62K

Jun 30, 26

-88

0.02%

US BANCORP \DE\

47.01K

Jun 30, 26

+442

0.02%

Eaton Financial Holdings Company, LLC

46.63K

Jun 30, 26

+149

0.02%

HILLTOP WEALTH ADVISORS, LLC

46.13K

Jun 30, 26

+5.59K

0.02%

Breakwater Capital Group

44.87K

Jun 30, 26

-847

0.02%

Venturi Wealth Management, LLC

44.13K

Jun 30, 26

-747.86K

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

43.29K

Jun 30, 26

+4.26K

0.02%

Certified Advisory Corp

42.27K

Jun 30, 26

-26.47K

0.02%

DEUTSCHE BANK AG\

42.17K

Jun 30, 26

-58

0.02%

Asset Management Group, Inc.

41.78K

Jun 30, 26

-1.70K

0.02%

BAILARD, INC.

40.12K

Jun 30, 26

-13

0.02%

Wealth Management Partners, LLC

40.00K

Jun 30, 26

-129

0.02%

IHT Wealth Management, LLC

39.72K

Jun 30, 26

-977

0.02%

NORTHERN TRUST CORP

38.82K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

38.49K

Jun 30, 26

+388

0.02%

M&T BANK CORP

38.34K

Jun 30, 26

-2.19K

0.02%

Windward Private Wealth Management Inc.

37.50K

Jun 30, 26

-960

0.02%

Diversify Advisory Services, LLC

37.28K

Jun 30, 26

+37.28K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.28K

Jun 30, 26

+14.66K

0.02%

EP Wealth Advisors, LLC

37.15K

Jun 30, 26

-439

0.02%

Trek Financial, LLC

36.62K

Jun 30, 26

-118.47K

0.02%

EQUITY INVESTMENT CORP

36.06K

Jun 30, 26

-6.32K

0.01%

Greenline Partners, LLC

35.66K

Jun 30, 26

0.01%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

35.10K

Jun 30, 26

-4.18K

0.01%

FORTRESS FINANCIAL GROUP, LLC

34.12K

Jun 30, 26

-105.25K

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

33.90K

Jun 30, 26

+137

0.01%

Geneos Wealth Management Inc.

33.88K

Jun 30, 26

-3.56K

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

31.91K

Jun 30, 26

0.01%

CATALYST PRIVATE WEALTH, LLC

31.39K

Jun 30, 26

-887

0.01%

Family Management Corp

31.28K

Jun 30, 26

+327

0.01%

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

30.95K

Jun 30, 26

-718

0.01%

HighPoint Advisor Group LLC

29.61K

Jun 30, 26

-73

0.01%

ATLAS CAPITAL ADVISORS LLC

29.55K

Jun 30, 26

0.01%

Nuveen, LLC

28.90K

Jun 30, 26

+28.90K

0.01%

Guidance Point Advisors, LLC

28.61K

Jun 30, 26

+29

0.01%

Steward Partners Investment Advisory, LLC

28.36K

Jun 30, 26

+747

0.01%

Apollon Financial, LLC

27.99K

Jun 30, 26

+187

0.01%

NewEdge Wealth, LLC

27.97K

Jun 30, 26

+6.59K

0.01%

Eagle Strategies LLC

27.89K

Jun 30, 26

+280

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

27.65K

Jun 30, 26

-692

0.01%

Adviser Investments LLC

27.41K

Jun 30, 26

-19

0.01%

ZWJ INVESTMENT COUNSEL INC

27.34K

Jun 30, 26

+418

0.01%

VestGen Advisors, LLC

27.14K

Jun 30, 26

-14.91K

0.01%

BlackRock, Inc.

27.06K

Jun 30, 26

-17.23K

0.01%

Farther Finance Advisors, LLC

27.02K

Jun 30, 26

-1.56K

0.01%

Cresset Asset Management, LLC

26.94K

Jun 30, 26

+2.63K

0.01%

Miracle Mile Advisors, LLC

26.70K

Jun 30, 26

+139

0.01%

Sterling Wealth Management, Inc.

26.26K

Jun 30, 26

+96

0.01%

17 CAPITAL PARTNERS, LLC

26.16K

Jun 30, 26

+494

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

25.92K

Jun 30, 26

-1.05K

0.01%

General Partner, Inc.

25.63K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

25.39K

Jun 30, 26

+199

0.01%

HARBOUR INVESTMENTS, INC.

25.15K

Jun 30, 26

+1.87K

0.01%

Silver Lake Advisory, LLC

24.84K

Jun 30, 26

0.01%

RENAISSANCE TECHNOLOGIES LLC

24.50K

Jun 30, 26

-4.10K

0.01%

Life Planning Partners, Inc

24.49K

Jun 30, 26

0.01%

Regal Investment Advisors LLC

24.22K

Jun 30, 26

0.01%

MFA Wealth Services

24.16K

Jun 30, 26

+68

0.01%

Wealth Advisors of Iowa, LLC

23.95K

Jun 30, 26

-1.01K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.36K

Jun 30, 26

-6.64K

0.01%

GLENMEDE TRUST CO NA

23.17K

Jun 30, 26

-1.45K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

23.15K

Jun 30, 26

+84

0.01%

XY Planning Network, Inc.

22.49K

Jun 30, 26

+499

0.01%

MATAURO, LLC

22.32K

Jun 30, 26

-353

0.01%

CAHILL FINANCIAL ADVISORS INC

22.15K

Jun 30, 26

+69

0.01%

Prospera Financial Services Inc

21.95K

Jun 30, 26

-4.89K

0.01%

Caprock Group, LLC

21.77K

Jun 30, 26

0.01%

Western Wealth Management, LLC

21.17K

Jun 30, 26

+140

0.01%

CITIGROUP INC

20.93K

Jun 30, 26

-2.89K

0.01%

Legacy Financial Strategies, LLC

20.72K

Jun 30, 26

0.01%

Quantinno Capital Management LP

20.67K

Jun 30, 26

+6.92K

0.01%

Drake & Associates, LLC

20.24K

Jun 30, 26

-159

0.01%

Foundations Investment Advisors, LLC

19.89K

Jun 30, 26

-135

0.01%

Joule Financial, LLC

19.47K

Jun 30, 26

+3.47K

0.01%

NWF Advisory Services Inc.

19.47K

Jun 30, 26

+912

0.01%

Next Capital Management LLC

19.16K

Jun 30, 26

-401

0.01%

First Heartland Consultants, Inc.

19.11K

Jun 30, 26

+24

0.01%

D. E. Shaw & Co., Inc.

18.69K

Jun 30, 26

+18.69K

0.01%

MONTAG A & ASSOCIATES INC

18.66K

Jun 30, 26

-2.70K

0.01%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

18.35K

Jun 30, 26

+1.45K

0.01%

Brinker Capital Investments, LLC

18.29K

Jun 30, 26

+2.41K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

18.22K

Jun 30, 26

+230

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

17.97K

Jun 30, 26

-2.47K

0.01%

PFG Advisors

17.56K

Jun 30, 26

-674

0.01%

TL Private Wealth

17.11K

Jun 30, 26

-558

0.01%

BESSEMER GROUP INC

16.76K

Jun 30, 26

+5.23K

0.01%

Holistic Planning, LLC

16.40K

Jun 30, 26

-171

0.01%

TriaGen Wealth Management LLC

16.30K

Jun 30, 26

-83

0.01%

MFA WEALTH ADVISORS, LLC

16.24K

Jun 30, 26

-143.35K

0.01%

TUDOR INVESTMENT CORP ET AL

16.24K

Jun 30, 26

+14.02K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

15.96K

Jun 30, 26

+2.86K

0.01%

WJ Wealth Management, LLC

15.96K

Jun 30, 26

-8

0.01%

Sovereign Financial Group, Inc.

15.90K

Jun 30, 26

-608

0.01%

MGO ONE SEVEN LLC

15.74K

Jun 30, 26

-1.17K

0.01%

Carlton Hofferkamp & Jenks Wealth Management, LLC

15.31K

Jun 30, 26

-303

0.01%

Traub Capital Management LLC

15.28K

Jun 30, 26

-1.92K

0.01%

Waverly Advisors, LLC

15.16K

Jun 30, 26

+2.10K

0.01%

PARK AVENUE SECURITIES LLC

15.08K

Jun 30, 26

-3.08K

0.01%

Soltis Investment Advisors LLC

14.90K

Jun 30, 26

+49

0.01%

DEAN INVESTMENT ASSOCIATES, LLC

14.76K

Jun 30, 26

0.01%

Bleakley Financial Group, LLC

14.74K

Jun 30, 26

+3.18K

0.01%

Wealthspire Advisors, LLC

14.53K

Jun 30, 26

+8.16K

0.01%

Ipswich Investment Management Co., Inc.

14.37K

Jun 30, 26

-440

0.01%

One Day In July LLC

14.09K

Jun 30, 26

+599

0.01%

Cambria Investment Management, L.P.

14.00K

Jun 30, 26

+1.49K

0.01%

HUNTINGTON NATIONAL BANK

13.99K

Jun 30, 26

+79

0.01%

HOWLAND CAPITAL MANAGEMENT LLC

13.62K

Jun 30, 26

+154

0.01%

Inspire Advisors, LLC

13.36K

Jun 30, 26

+4.12K

0.01%

Atlantic Edge Private Wealth Management, LLC

13.31K

Jun 30, 26

+2.40K

0.01%

Endowment Wealth Management, Inc.

13.30K

Jun 30, 26

-44

0.01%

Boyd Wealth Management, LLC

13.28K

Jun 30, 26

-962

0.01%

SYON CAPITAL LLC

13.24K

Jun 30, 26

+74

0.01%

RIK SAYLOR FINANCIAL, INC.

13.15K

Jun 30, 26

+11

0.01%

MARYLAND CAPITAL ADVISORS INC.

13.07K

Jun 30, 26

+13.07K

0.01%

Carr Financial Group Corp

12.67K

Jun 30, 26

+52

0.01%

1900 WEALTH MANAGEMENT LLC

12.64K

Jun 30, 26

-19

0.01%

Tennessee Valley Asset Management Partners

12.56K

Jun 30, 26

-18

0.01%

Point72 Asset Management, L.P.

12.55K

Jun 30, 26

+12.55K

0.01%

Wealthquest Corp

12.19K

Jun 30, 26

-531

0.01%

Narus Financial Partners, LLC

12.18K

Jun 30, 26

-85

0.01%

POTENTIA WEALTH

12.17K

Jun 30, 26

0.01%

RFG Advisory, LLC

12.12K

Jun 30, 26

+2.81K

0.00%

Perennial Investment Advisors, LLC

12.11K

Jun 30, 26

+1.07K

0.00%

Catalytic Wealth RIA, LLC

11.88K

Jun 30, 26

0.00%

Brickley Wealth Management

11.81K

Jun 30, 26

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

11.80K

Jun 30, 26

+962

0.00%

NEW WAVE WEALTH ADVISORS LLC

11.72K

Jun 30, 26

-2.00K

0.00%

VERUS CAPITAL PARTNERS, LLC

11.49K

Jun 30, 26

+320

0.00%

Argent Trust Co

11.41K

Jun 30, 26

0.00%

HB Wealth Management, LLC

11.35K

Jun 30, 26

+3.09K

0.00%

Eldridge Investment Advisors, Inc.

11.11K

Jun 30, 26

0.00%

Occidental Asset Management, LLC

11.04K

Jun 30, 26

-8.26K

0.00%

CFO4Life Group, LLC

11.00K

Jun 30, 26

-4.57K

0.00%

WHITE PINE CAPITAL LLC

10.66K

Jun 30, 26

+210

0.00%

Stratos Wealth Advisors, LLC

10.36K

Jun 30, 26

+143

0.00%

Sound Income Strategies, LLC

10.36K

Jun 30, 26

-12

0.00%

Total Clarity Wealth Management, Inc.

10.13K

Jun 30, 26

+263

0.00%

RITHOLTZ WEALTH MANAGEMENT

10.05K

Jun 30, 26

+10.05K

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

10.05K

Jun 30, 26

+138

0.00%

Pensionmark Financial Group, LLC

9.86K

Jun 30, 26

-74

0.00%

ELEVATE WEALTH ADVISORY, INC

9.77K

Jun 30, 26

+20

0.00%

R. W. Roge & Company, Inc.

9.68K

Jun 30, 26

0.00%

Verity Asset Management, Inc.

9.63K

Jun 30, 26

+487

0.00%

Lansing Street Advisors

9.56K

Jun 30, 26

0.00%

Riverwater Partners LLC

9.46K

Jun 30, 26

+700

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

9.41K

Jun 30, 26

-164

0.00%

JFS WEALTH ADVISORS, LLC

9.39K

Jun 30, 26

-673

0.00%

COLLECTIVE FAMILY OFFICE LLC

9.19K

Jun 30, 26

-400

0.00%

Wall Capital Group, Inc.

9.16K

Jun 30, 26

+9.16K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

9.02K

Jun 30, 26

+628

0.00%

ERn Financial, LLC

8.85K

Jun 30, 26

+97

0.00%

USAdvisors Wealth Management, LLC

8.78K

Jun 30, 26

-285

0.00%

Robertson Stephens Wealth Management, LLC

8.73K

Jun 30, 26

-44.11K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

8.72K

Jun 30, 26

-21

0.00%

NWAM LLC

8.69K

Jun 30, 26

-2.14K

0.00%

COMMERCE BANK

8.61K

Jun 30, 26

-748

0.00%

Grey Fox Wealth Advisors, LLC

8.61K

Jun 30, 26

-270

0.00%

MONECO Advisors, LLC

8.54K

Jun 30, 26

+220

0.00%

Patten Group, Inc.

8.54K

Jun 30, 26

-237

0.00%

FIDUCIARY ADVISORS, INC.

8.32K

Jun 30, 26

-1.01K

0.00%

Empirical Asset Management, LLC

8.28K

Jun 30, 26

-22

0.00%

Per Stirling Capital Management, LLC.

8.11K

Jun 30, 26

0.00%

William Howard & Co Financial Advisors Inc

8.06K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

7.96K

Jun 30, 26

+12

0.00%

Pathstone Holdings, LLC

7.87K

Jun 30, 26

+2.23K

0.00%

Synergy Investment Management, LLC

7.84K

Jun 30, 26

-894

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

7.83K

Jun 30, 26

-274

0.00%

Beirne Wealth Consulting Services, LLC

7.81K

Jun 30, 26

-444

0.00%

Diversified Enterprises, LLC

7.75K

Jun 30, 26

+4.00K

0.00%

D.A. DAVIDSON & CO.

7.72K

Jun 30, 26

+459

0.00%

Savvy Advisors, Inc.

7.72K

Jun 30, 26

+3.92K

0.00%

Innovative Wealth Building LLC

7.70K

Jun 30, 26

+161

0.00%

Hoxton Planning & Management, LLC

7.63K

Jun 30, 26

+282

0.00%

Interchange Capital Partners, LLC

7.62K

Jun 30, 26

-823

0.00%

Gladstone Institutional Advisory LLC

7.50K

Jun 30, 26

+22

0.00%

WHITTIER TRUST CO

7.50K

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

7.49K

Jun 30, 26

+7.49K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

7.42K

Jun 30, 26

-2.50K

0.00%

Tower Research Capital LLC (TRC)

7.35K

Jun 30, 26

-2.13K

0.00%

Prime Capital Investment Advisors, LLC

7.33K

Jun 30, 26

-15

0.00%

Essex Savings Bank

7.29K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

7.13K

Jun 30, 26

+7.13K

0.00%

CHOREO, LLC

7.13K

Jun 30, 26

-46

0.00%

Baltimore-Washington Financial Advisors, Inc.

7.04K

Jun 30, 26

+7.04K

0.00%

One Charles Private Wealth Services, LLC

7.00K

Jun 30, 26

-538

0.00%

Trust Point Inc.

6.96K

Jun 30, 26

+358

0.00%

Firestone Capital Management

6.94K

Jun 30, 26

0.00%

Sachetta, LLC

6.88K

Jun 30, 26

-277

0.00%

ST GERMAIN D J CO INC

6.80K

Jun 30, 26

0.00%

Barnes Wealth Management Group, Inc

6.80K

Jun 30, 26

-136

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.79K

Jun 30, 26

-78

0.00%

Qube Research & Technologies Ltd

6.69K

Jun 30, 26

+4.89K

0.00%

FIFTH THIRD SECURITIES, INC.

6.66K

Jun 30, 26

-176

0.00%

TRUE Private Wealth Advisors

6.65K

Jun 30, 26

+2.27K

0.00%

XML Financial, LLC

6.62K

Jun 30, 26

+33

0.00%

IMA Wealth, Inc.

6.53K

Jun 30, 26

+6.53K

0.00%

Essex Financial Services, Inc.

6.51K

Jun 30, 26

0.00%

Sterling Capital Management LLC

6.51K

Jun 30, 26

+117

0.00%

MISSION WEALTH MANAGEMENT, LP

6.45K

Jun 30, 26

+743

0.00%

Dorsey & Whitney Trust CO LLC

6.34K

Jun 30, 26

+402

0.00%

Dynamic Financial Group

6.31K

Jun 30, 26

+637

0.00%

BRIGHTON JONES LLC

6.29K

Jun 30, 26

+2.65K

0.00%

Cascade Financial Partners, LLC

6.23K

Jun 30, 26

0.00%

Prospect Financial Services LLC

6.18K

Jun 30, 26

+805

0.00%

REGIMEN WEALTH, LLC

6.15K

Jun 30, 26

+25

0.00%

Bank of New York Mellon Corp

6.11K

Jun 30, 26

+538

0.00%

QRG CAPITAL MANAGEMENT, INC.

5.99K

Jun 30, 26

+3.84K

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

5.97K

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

5.86K

Jun 30, 26

0.00%

BIP Wealth, LLC

5.83K

Jun 30, 26

+1.10K

0.00%

Simplicity Wealth,LLC

5.80K

Jun 30, 26

+83

0.00%

GERMAN AMERICAN BANCORP, INC.

5.79K

Jun 30, 26

0.00%

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

5.77K

Jun 30, 26

0.00%

BROWN ADVISORY INC

5.72K

Jun 30, 26

+680

0.00%

Lido Advisors, LLC

5.71K

Jun 30, 26

+364

0.00%

Facet Wealth, Inc.

5.60K

Jun 30, 26

+5.60K

0.00%

Annex Advisory Services, LLC

5.58K

Jun 30, 26

0.00%

Meridian Wealth Management, LLC

5.58K

Jun 30, 26

-121

0.00%

PRUDENT INVESTORS NETWORK, INC.

5.58K

Jun 30, 26

0.00%

Hobbs Group Advisors, LLC

5.48K

Jun 30, 26

0.00%

PRESILIUM PRIVATE WEALTH, LLC

5.45K

Jun 30, 26

+135

0.00%

VANGUARD ADVISERS INC

5.43K

Jun 30, 26

+670

0.00%

Waterloo Capital, L.P.

5.42K

Jun 30, 26

-2.06K

0.00%

MAI Capital Management

5.40K

Jun 30, 26

-393

0.00%

Beaumont Financial Advisors, LLC

5.38K

Jun 30, 26

0.00%

AWM CAPITAL, LLC

5.35K

Jun 30, 26

+254

0.00%

ZENITH SOLUTIONS, INC.

5.33K

Jun 30, 26

+5.33K

0.00%

AE Wealth Management LLC

5.30K

Jun 30, 26

+992

0.00%

FORTE ASSET MANAGEMENT LLC

5.29K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

5.23K

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

5.23K

Jun 30, 26

+11

0.00%

GWN SECURITIES INC.

5.20K

Jun 30, 26

+63

0.00%

Premier Path Wealth Partners, LLC

5.19K

Jun 30, 26

0.00%

PGIM Custom Harvest LLC

5.15K

Jun 30, 26

+1.47K

0.00%

BTC Capital Management, Inc.

5.14K

Jun 30, 26

0.00%

United Advisor Group, LLC

5.11K

Jun 30, 26

+1.19K

0.00%

Unique Wealth Strategies, LLC

5.05K

Jun 30, 26

-54

0.00%

Monument Capital Management

5.04K

Jun 30, 26

+5.04K

0.00%

SWEENEY & MICHEL, LLC

4.97K

Jun 30, 26

+10

0.00%

ASSETMARK, INC

4.96K

Jun 30, 26

+2.12K

0.00%

BECKER CAPITAL MANAGEMENT INC

4.95K

Jun 30, 26

-65

0.00%

SYM FINANCIAL Corp

4.86K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

4.81K

Jun 30, 26

+169

0.00%

WHITTIER TRUST CO OF NEVADA INC

4.76K

Jun 30, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

4.73K

Jun 30, 26

0.00%

CENTRAL VALLEY ADVISORS, LLC

4.70K

Jun 30, 26

0.00%

Burk Holdings LLC

4.62K

Jun 30, 26

-15

0.00%

CIM, LLC

4.60K

Jun 30, 26

+15

0.00%

Parallel Advisors, LLC

4.60K

Jun 30, 26

0.00%

Cutler Capital Management, LLC

4.55K

Jun 30, 26

0.00%

Investment Advisory Group, LLC

4.55K

Jun 30, 26

+159

0.00%

Redwood Financial Network Corp

4.54K

Jun 30, 26

+810

0.00%

Choate Investment Advisors

4.50K

Jun 30, 26

0.00%

FourThought Financial Partners, LLC

4.48K

Jun 30, 26

-56

0.00%

Y-Intercept (Hong Kong) Ltd

4.46K

Jun 30, 26

+4.46K

0.00%

Bright Futures Wealth Management, LLC.

4.45K

Jun 30, 26

-1.11K

0.00%

Verdence Capital Advisors LLC

4.43K

Jun 30, 26

-3.29K

0.00%

NORDEN GROUP LLC

4.42K

Jun 30, 26

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.39K

Jun 30, 26

+75

0.00%

BANK OF MONTREAL /CAN/

4.38K

Jun 30, 26

-19

0.00%

Asset Dedication, LLC

4.35K

Jun 30, 26

+772

0.00%

Koesten, Hirschmann & Crabtree, INC.

4.29K

Jun 30, 26

0.00%

Bellecapital International Ltd.

4.29K

Jun 30, 26

0.00%

Csenge Advisory Group

4.28K

Jun 30, 26

+220

0.00%

Sovran Advisors, LLC

4.26K

Jun 30, 26

+843

0.00%

Global Assets Advisory, LLC

4.24K

Jun 30, 26

-21.21K

0.00%

Ellis Investment Partners, LLC

4.23K

Jun 30, 26

+11

0.00%

Claro Advisors LLC

4.22K

Jun 30, 26

-126

0.00%

TFR Capital, LLC.

4.22K

Jun 30, 26

0.00%

Collier Financial

4.20K

Jun 30, 26

-13

0.00%

Toroso Investments, LLC

4.19K

Jun 30, 26

+291

0.00%

Vise Technologies, Inc.

4.19K

Jun 30, 26

-214

0.00%

Kovack Advisors, Inc.

4.12K

Jun 30, 26

+2.16K

0.00%

Zhang Financial LLC

4.12K

Jun 30, 26

0.00%

WESBANCO BANK INC

4.11K

Jun 30, 26

0.00%

Koshinski Asset Management, Inc.

4.09K

Jun 30, 26

+885

0.00%

VICTORY FINANCIAL GROUP, LLC

4.09K

Jun 30, 26

-566

0.00%

STEPHENS INC /AR/

4.09K

Jun 30, 26

+170

0.00%

NATIONAL BANK OF CANADA /FI/

4.07K

Jun 30, 26

+163

0.00%

MCF Advisors LLC

4.04K

Jun 30, 26

+2.03K

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

4.00K

Jun 30, 26

0.00%

JMG Financial Group, Ltd.

4.00K

Jun 30, 26

+4.00K

0.00%

Intrua Financial, LLC

4.00K

Jun 30, 26

+317

0.00%

Bedel Financial Consulting, Inc.

3.98K

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

3.94K

Jun 30, 26

0.00%

McGowan Group Asset Management, Inc.

3.92K

Jun 30, 26

+16

0.00%

Bank of Marin

3.92K

Jun 30, 26

0.00%

MMBG INVESTMENT ADVISORS CO.

3.92K

Jun 30, 26

0.00%

PATTEN & PATTEN INC/TN

3.90K

Jun 30, 26

-165

0.00%

American Trust

3.89K

Jun 30, 26

+453

0.00%

Beck Bode, LLC

3.89K

Jun 30, 26

-136

0.00%

Aprio Wealth Management, LLC

3.85K

Jun 30, 26

-35

0.00%

Valeo Financial Advisors, LLC

3.83K

Jun 30, 26

-913

0.00%

RDA Financial Network

3.83K

Jun 30, 26

-1.47K

0.00%

Avestar Capital, LLC

3.82K

Jun 30, 26

+3.82K

0.00%

Melone Private Wealth, LLC

3.81K

Jun 30, 26

0.00%

FF Advisors,LLC

3.77K

Jun 30, 26

0.00%

Palogic Value Management, L.P.

3.74K

Jun 30, 26

+3.74K

0.00%

Peak Retirement Planning, Inc.

3.73K

Jun 30, 26

-96

0.00%

COZAD ASSET MANAGEMENT INC

3.71K

Jun 30, 26

+156

0.00%

LRI Investments, LLC

3.70K

Jun 30, 26

0.00%

Colonial Trust Co / SC

3.69K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

3.63K

Jun 30, 26

+665

0.00%

Lauterbach Financial Advisors, LLC

3.62K

Jun 30, 26

-58

0.00%

Greenspring Advisors, LLC

3.57K

Jun 30, 26

+400

0.00%

Wealth Alliance

3.57K

Jun 30, 26

-92

0.00%

Front Row Advisors LLC

3.56K

Jun 30, 26

0.00%

Compass Ion Advisors, LLC

3.51K

Jun 30, 26

0.00%

FLAGSTAR ADVISORS INC.

3.51K

Jun 30, 26

-2.39K

0.00%

Alliance Wealth Advisors, LLC

3.47K

Jun 30, 26

0.00%

SFG Wealth Management, LLC.

3.47K

Jun 30, 26

+198

0.00%

SCOTIA CAPITAL INC.

3.43K

Jun 30, 26

0.00%

Christensen, King & Associates Investment Services, Inc.

3.38K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.34K

Jun 30, 26

-185

0.00%

TRUST CO OF VERMONT

3.33K

Jun 30, 26

+3.33K

0.00%

Delap Wealth Advisory, LLC

3.32K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

3.30K

Jun 30, 26

+216

0.00%

SHEETS SMITH WEALTH MANAGEMENT

3.30K

Jun 30, 26

-195

0.00%

Fiduciary Alliance LLC

3.28K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

3.25K

Jun 30, 26

+100

0.00%

BankPlus Trust Department

3.24K

Jun 30, 26

+3.24K

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

3.21K

Jun 30, 26

+300

0.00%

MITCHELL CAPITAL MANAGEMENT CO

3.19K

Jun 30, 26

-1.44K

0.00%

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

3.17K

Jun 30, 26

-150

0.00%

RIDGECREST WEALTH PARTNERS, LLC

3.15K

Jun 30, 26

0.00%

Garrett Wealth Advisory Group, LLC

3.13K

Jun 30, 26

-94

0.00%

Neuberger Berman Group LLC

3.12K

Jun 30, 26

0.00%

CX Institutional

3.11K

Jun 30, 26

+12

0.00%

Carnegie Capital Asset Management, LLC

3.09K

Jun 30, 26

-276

0.00%

Founders Financial Alliance, LLC

3.09K

Jun 30, 26

+30

0.00%

SC&H Financial Advisors, Inc.

3.08K

Jun 30, 26

0.00%

Summit Investment Advisory Services, LLC

3.08K

Jun 30, 26

+10

0.00%

Valued Wealth Advisors LLC

3.07K

Jun 30, 26

-143

0.00%

Wealthcare Advisory Partners LLC

3.00K

Jun 30, 26

+322

0.00%

TOWER BRIDGE ADVISORS

3.00K

Jun 30, 26

0.00%

Clifford Group, LLC

3.00K

Jun 30, 26

-84

0.00%

WEALTHSPAN PARTNERS, LLC

2.98K

Jun 30, 26

-78

0.00%

Collaborative Wealth Managment Inc.

2.94K

Jun 30, 26

+945

0.00%

KWB Wealth

2.93K

Jun 30, 26

+116

0.00%

Brookstone Capital Management

2.92K

Jun 30, 26

+2.92K

0.00%

SILVER OAK SECURITIES, INCORPORATED

2.90K

Jun 30, 26

-332

0.00%

Atala Financial Inc

2.89K

Jun 30, 26

0.00%

Vanguard Personalized Indexing Management, LLC

2.89K

Jun 30, 26

0.00%

Heritage Wealth Management, Inc./Texas

2.88K

Jun 30, 26

-329

0.00%

Fingerlakes Wealth Management, Inc.

2.84K

Jun 30, 26

+354

0.00%

Heritage Family Offices, LLP

2.83K

Jun 30, 26

0.00%

ELEVATUS WELATH MANAGEMENT

2.82K

Jun 30, 26

+11

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

2.80K

Jun 30, 26

0.00%

Roxbury Financial LLC

2.78K

Jun 30, 26

0.00%

WEDBUSH SECURITIES INC

2.74K

Jun 30, 26

-384

0.00%

Cassaday & Co Wealth Management LLC

2.74K

Jun 30, 26

-106

0.00%

PINNACLE ASSOCIATES LTD

2.73K

Jun 30, 26

+107

0.00%

Weaver Consulting Group

2.72K

Jun 30, 26

0.00%

HEADINVEST, LLC

2.67K

Jun 30, 26

0.00%

Greenhouse Wealth Management, LLC

2.66K

Jun 30, 26

0.00%

Apella Capital, LLC

2.65K

Jun 30, 26

+60

0.00%

DAYMARK WEALTH PARTNERS, LLC

2.64K

Jun 30, 26

-57

0.00%

Helen Stephens Group, LLC

2.63K

Jun 30, 26

+11

0.00%

Mason Investment Advisory Services, Inc.

2.62K

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

2.62K

Jun 30, 26

-4.62K

0.00%

Oak Asset Management, LLC

2.61K

Jun 30, 26

+11

0.00%

Klingman & Associates, LLC

2.61K

Jun 30, 26

0.00%

Octavia Wealth Advisors, LLC

2.60K

Jun 30, 26

-28

0.00%

IFP Advisors, Inc

2.58K

Jun 30, 26

+368

0.00%

HBK Sorce Advisory LLC

2.56K

Jun 30, 26

+21

0.00%

Francis Financial, Inc.

2.52K

Jun 30, 26

0.00%

Legacy Advisors, LLC

2.52K

Jun 30, 26

+2.52K

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.49K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

2.48K

Jun 30, 26

+2.48K

0.00%

NFP Retirement, Inc.

2.48K

Jun 30, 26

-630

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.46K

Jun 30, 26

0.00%

Apollon Wealth Management, LLC

2.44K

Jun 30, 26

0.00%

Hubbell Strickland Wealth Management, LLC

2.44K

Jun 30, 26

-80

0.00%

SAGESPRING WEALTH PARTNERS, LLC

2.43K

Jun 30, 26

-409

0.00%

Continuum Advisory, LLC

2.42K

Jun 30, 26

+120

0.00%

Keystone Financial Group

2.41K

Jun 30, 26

+429

0.00%

Hopwood Financial Services, Inc.

2.41K

Jun 30, 26

0.00%

GREENLEAF TRUST

2.40K

Jun 30, 26

+2.40K

0.00%

TCG Advisory Services, LLC

2.38K

Jun 30, 26

0.00%

Manhattan West Asset Management, LLC

2.38K

Jun 30, 26

0.00%

Main Street Research LLC

2.37K

Jun 30, 26

+2.37K

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

2.35K

Jun 30, 26

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

2.34K

Jun 30, 26

+2.34K

0.00%

CoreCap Advisors, LLC

2.32K

Jun 30, 26

+949

0.00%

Operose Advisors LLC

2.32K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

2.31K

Jun 30, 26

+84

0.00%

Legacy Financial Group LLC

2.31K

Jun 30, 26

-11

0.00%

Falcon Wealth Planning

2.31K

Jun 30, 26

0.00%

Alpine Global Management, LLC

2.30K

Jun 30, 26

+2.30K

0.00%

Maridea Wealth Management LLC

2.30K

Jun 30, 26

+2.30K

0.00%

Invst, LLC

2.29K

Jun 30, 26

0.00%

Trilogy Capital Inc.

2.29K

Jun 30, 26

-299

0.00%

StoneX Group Inc.

2.28K

Jun 30, 26

-1.44K

0.00%

North Star Investment Management Corp.

2.27K

Jun 30, 26

-216

0.00%

Pallas Capital Advisors LLC

2.27K

Jun 30, 26

0.00%

Advisors Capital Management, LLC

2.26K

Jun 30, 26

+2.26K

0.00%

Accel Wealth Management

2.25K

Jun 30, 26

0.00%

Key FInancial Inc

2.24K

Jun 30, 26

0.00%

Ullmann Wealth Partners Group, LLC

2.24K

Jun 30, 26

0.00%

Plum Street Advisors, LLC

2.22K

Jun 30, 26

-21

0.00%

Visionary Wealth Advisors

2.22K

Jun 30, 26

0.00%

Summit Trail Advisors, LLC

2.21K

Jun 30, 26

0.00%

New England Private Wealth Advisors LLC

2.20K

Jun 30, 26

0.00%

Tidemark, LLC

2.20K

Jun 30, 26

-93

0.00%

Larson Financial Group LLC

2.19K

Jun 30, 26

0.00%

Hilltop Holdings Inc.

2.16K

Jun 30, 26

-1.00K

0.00%

FIRST TRUST ADVISORS LP

2.15K

Jun 30, 26

-271

0.00%

DAVENPORT & Co LLC

2.14K

Jun 30, 26

0.00%

Watchman Group, Inc.

2.14K

Jun 30, 26

0.00%

Pinnacle Family Advisors, LLC

2.12K

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

2.12K

Jun 30, 26

-120

0.00%

Gibson Capital, LLC

2.11K

Jun 30, 26

0.00%

TOTAL INVESTMENT MANAGEMENT INC

2.10K

Jun 30, 26

0.00%

Fiduciary Group LLC

2.10K

Jun 30, 26

0.00%

Capital Analysts, LLC

2.10K

Jun 30, 26

-46

0.00%

J.W. COLE ADVISORS, INC.

2.06K

Jun 30, 26

+2.06K

0.00%

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

2.06K

Jun 30, 26

+251

0.00%

NorthRock Partners, LLC

2.06K

Jun 30, 26

-55

0.00%

Values Added Financial LLC

2.02K

Jun 30, 26

-7

0.00%

Calamos Wealth Management LLC

2.01K

Jun 30, 26

0.00%

SIMON QUICK ADVISORS, LLC

2.01K

Jun 30, 26

0.00%

Discipline Wealth Solutions, LLC

2.00K

Jun 30, 26

0.00%

Marble Harbor Investment Counsel, LLC

2.00K

Jun 30, 26

0.00%

Scarborough Advisors, LLC

2.00K

Jun 30, 26

0.00%

Riverstone Advisors, LLC

1.99K

Jun 30, 26

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

1.99K

Jun 30, 26

0.00%

ELEMENT POINTE ADVISORS, LLC

1.98K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.96K

Jun 30, 26

+105

0.00%

Linscomb & Williams, Inc.

1.94K

Jun 30, 26

+1.94K

0.00%

Prasad Wealth Partners, LLC

1.94K

Jun 30, 26

-364

0.00%

Consolidated Planning Corp

1.93K

Jun 30, 26

+1.93K

0.00%

WESPAC Advisors SoCal, LLC

1.93K

Jun 30, 26

+1.93K

0.00%

Geometric Wealth Advisors

1.92K

Jun 30, 26

+1.92K

0.00%

Teamwork Financial Advisors, LLC

1.91K

Jun 30, 26

+1.91K

0.00%

Envestnet Portfolio Solutions, Inc.

1.90K

Jun 30, 26

+1.90K

0.00%

WARNER FINANCIAL, INC

1.89K

Jun 30, 26

+1.89K

0.00%

Russell Investments Group, Ltd.

1.89K

Jun 30, 26

-2.75K

0.00%

Alpha Omega Wealth Management LLC

1.86K

Jun 30, 26

+1.86K

0.00%

Empower Advisory Group, LLC

1.86K

Jun 30, 26

-172

0.00%

Cornerstone Wealth Management, LLC

1.83K

Jun 30, 26

+1.83K

0.00%

Aptus Capital Advisors, LLC

1.83K

Jun 30, 26

+312

0.00%

Clark Capital Management Group, Inc.

1.83K

Jun 30, 26

+1.83K

0.00%

Financial Perspectives, Inc

1.77K

Jun 30, 26

0.00%

FIRST FINANCIAL CORP /IN/

1.76K

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

1.76K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

1.74K

Jun 30, 26

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.71K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.67K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

1.60K

Jun 30, 26

+115

0.00%

VIMA LLC

1.58K

Jun 30, 26

+1.58K

0.00%

Hoese & Co LLP

1.50K

Jun 30, 26

0.00%

Archer Investment Corp

1.46K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.44K

Jun 30, 26

-365

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.38K

Jun 30, 26

+496

0.00%

CULLEN/FROST BANKERS, INC.

1.36K

Jun 30, 26

+1.36K

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

1.34K

Jun 30, 26

+1.34K

0.00%

Avion Wealth

1.33K

Jun 30, 26

-110

0.00%

CBIZ Investment Advisory Services, LLC

1.33K

Jun 30, 26

0.00%

Stone House Investment Management, LLC

1.32K

Jun 30, 26

-3.52K

0.00%

TD Capital Management LLC

1.32K

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

1.29K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.24K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.23K

Jun 30, 26

-93

0.00%

Bank Julius Baer & Co. Ltd, Zurich

1.23K

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

1.19K

Jun 30, 26

+48

0.00%

Rosenberg Matthew Hamilton

1.12K

Jun 30, 26

0.00%

Manchester Capital Management LLC

1.09K

Jun 30, 26

+1.09K

0.00%

Capital Investment Advisory Services, LLC

1.08K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

1.05K

Jun 30, 26

+1.05K

0.00%

Park Place Capital Corp

972

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

935

Jun 30, 26

0.00%

AlphaCore Capital LLC

901

Jun 30, 26

0.00%

Rossmore Private Capital

880

Jun 30, 26

0.00%

FIRST UNITED BANK & TRUST

871

Jun 30, 26

+871

0.00%

Sage Mountain Advisors LLC

835

Jun 30, 26

+275

0.00%

FINANCIAL CONSULATE, INC

818

Jun 30, 26

0.00%

Ancora Advisors, LLC

777

Jun 30, 26

+88

0.00%

Federation des caisses Desjardins du Quebec

773

Jun 30, 26

0.00%

FIRST HORIZON CORP

754

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

740

Jun 30, 26

+16

0.00%

Pacific Center for Financial Services

709

Jun 30, 26

0.00%

MATHER GROUP, LLC.

665

Jun 30, 26

+221

0.00%

Abound Wealth Management

658

Jun 30, 26

0.00%

Truvestments Capital LLC

650

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

650

Jun 30, 26

0.00%

Finley Financial, LLC

640

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

611

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

578

Jun 30, 26

0.00%

GAMMA Investing LLC

538

Jun 30, 26

+43

0.00%

FRANKLIN RESOURCES INC

523

Jun 30, 26

0.00%

Bogart Wealth, LLC

519

Jun 30, 26

0.00%

Perkins Coie Trust Co

512

Jun 30, 26

0.00%

Concord Wealth Partners

508

Jun 30, 26

+508

0.00%

Moisand Fitzgerald Tamayo, LLC

505

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

488

Jun 30, 26

0.00%

TSFG, LLC

487

Jun 30, 26

0.00%

Arlington Trust Co LLC

480

Jun 30, 26

-20

0.00%

DHJJ Financial Advisors, Ltd.

476

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

450

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

444

Jun 30, 26

0.00%

404

Jun 30, 26

+397

0.00%

Hickory Point Bank & Trust

400

Jun 30, 26

0.00%

NBC SECURITIES, INC.

400

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

384

Jun 30, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

375

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

375

Jun 30, 26

+375

0.00%

Physician Wealth Advisors, Inc.

356

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

351

Jun 30, 26

+273

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

322

Jun 30, 26

0.00%

Mechanics Financial Corp

317

Jun 30, 26

0.00%

Kings Path Partners LLC

315

Jun 30, 26

-184

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

312

Jun 30, 26

+31

0.00%

DT Investment Partners, LLC

283

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

282

Jun 30, 26

0.00%

Smithfield Trust Co

282

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

273

Jun 30, 26

-228

0.00%

Bell Investment Advisors, Inc

258

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

254

Jun 30, 26

-5

0.00%

CNB Bank

250

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

250

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

236

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

214

Jun 30, 26

0.00%

Nemes Rush Group LLC

195

Jun 30, 26

0.00%

Dougherty Wealth Advisers LLC

180

Jun 30, 26

-50

0.00%

Crews Bank & Trust

180

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

179

Jun 30, 26

-986

0.00%

VSM Wealth Advisory, LLC

174

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

165

Jun 30, 26

0.00%

MOTCO

159

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

158

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

153

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

150

Jun 30, 26

0.00%

JPL Wealth Management, LLC

148

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

134

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

132

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

130

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

123

Jun 30, 26

0.00%

CITY HOLDING CO

118

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

117

Jun 30, 26

0.00%

Sherman Asset Management, Inc.

114

Jun 30, 26

-126

0.00%

N.E.W. Advisory Services LLC

108

Jun 30, 26

0.00%

Independence Bank of Kentucky

100

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

-4

0.00%

Harbor Asset Planning, Inc.

Jun 30, 26

0.00%

Gleason Group, Inc.

Jun 30, 26

+89

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

SouthState Corp

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

-28

0.00%

Olistico Wealth, LLC

Jun 30, 26

0.00%

HM PAYSON & CO

Jun 30, 26

+33

0.00%

OXFORD FINANCIAL GROUP LTD

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

0.00%

City State Bank

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

Jun 30, 26

+44

0.00%

YANKCOM Partnership

Jun 30, 26

+41

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

MTM Investment Management, LLC

Jun 30, 26

0.00%

ARVEST INVESTMENTS, INC.

Jun 30, 26

+40

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

+29

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

0.00%

Fairscale Capital, LLC

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+13

0.00%

Dunhill Financial, LLC

Jun 30, 26

+10

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

ICONIQ Capital, LLC

Jun 30, 26

-85.84K

Richmond Investment Services, LLC

Jun 30, 26

-11.69K

NCP Inc.

Jun 30, 26

-290

WealthShield Partners, LLC

Jun 30, 26

-1.76K

Baer Investment Advisory LLC

Jun 30, 26

-4.66K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-3.49K

AdvisorNet Financial, Inc

Jun 30, 26

-64

Traynor Capital Management, Inc.

Jun 30, 26

-2.30K

LongView Wealth Management

Jun 30, 26

-3.00K

Strategic Wealth Partners, Ltd.

Jun 30, 26

-39

Independent Advisor Alliance

Jun 30, 26

-70.22K

First National Bank of Hutchinson

Jun 30, 26

-3.03K

CURIO WEALTH, LLC

Jun 30, 26

-1.67K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-35

Talisman Wealth Advisors LLC

Jun 30, 26

-7.71K

Destiny Wealth Partners, LLC

Jun 30, 26

-100

B.O.S.S. Retirement Advisors, LLC

Jun 30, 26

-2.02K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-45

Darwin Wealth Management, LLC

Jun 30, 26

-470

FIRETHORN WEALTH PARTNERS, LLC

Jun 30, 26

-2.02K

McAdam, LLC

Jun 30, 26

-3.42K

Fisher Asset Management, LLC

Jun 30, 26

-2.63K

True Link Financial Advisors, LLC

Jun 30, 26

-407

Missouri Trust & Investment Co

Jun 30, 26

-100

M Holdings Securities, Inc.

Jun 30, 26

-12.23K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-896

Gateway Wealth Partners, LLC

Jun 30, 26

-6.92K

Quantbot Technologies LP

Jun 30, 26

-897

Calamos Advisors LLC

Jun 30, 26

-2.01K

Foguth Wealth Management, LLC.

Jun 30, 26

-1.96K

TrueWealth Financial Partners

Jun 30, 26

-5.66K

Chicago Partners Investment Group LLC

Jun 30, 26

-1.90K

MBM Wealth Consultants, LLC

Jun 30, 26

-29

PITTENGER & ANDERSON INC

Jun 30, 26

-216

JANE STREET GROUP, LLC

Jun 30, 26

-10.14K

DEFINED WEALTH MANAGEMENT, LLC

Jun 30, 26

-58.23K

Viewpoint Capital Management LLC

Jun 30, 26

-180

Root Financial Partners, LLC

Jun 30, 26

-148

Golden State Equity Partners

Jun 30, 26

-13.89K

BANK OF AMERICA CORP /DE/

83.37M

Mar 31, 26

-26.91K

34.40%

JONES FINANCIAL COMPANIES LLLP

7.65M

Mar 31, 26

+1.23M

3.16%

CANANDAIGUA NATIONAL CORP

810.70K

Mar 31, 26

+810.70K

0.33%

CWM, LLC

568.93K

Mar 31, 26

-44.14K

0.23%

AMERIPRISE FINANCIAL INC

417.87K

Mar 31, 26

-1.91K

0.17%

Equitable Holdings, Inc.

331.23K

Mar 31, 26

+100.21K

0.14%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

156.81K

Mar 31, 26

+26.29K

0.06%

Charter Oak Capital Management, LLC

93.57K

Mar 31, 26

+3.65K

0.04%

ALLIANCEBERNSTEIN L.P.

82.28K

Mar 31, 26

-7.64K

0.03%

Canandaigua National Trust Co of Florida

73.77K

Mar 31, 26

-366

0.03%

CENTAURUS FINANCIAL, INC.

71.18K

Mar 31, 26

-95.17K

0.03%

Forefront Wealth Partners, LLC

37.15K

Mar 31, 26

-4.07K

0.02%

Beacon Pointe Advisors, LLC

37.13K

Mar 31, 26

+24.68K

0.02%

Sunbelt Securities, Inc.

34.54K

Mar 31, 26

-2.90K

0.01%

Skopos Labs, Inc.

24.52K

Mar 31, 26

+1.18K

0.01%

Vista Private Wealth Partners. LLC

19.50K

Mar 31, 26

-13.45K

0.01%

Brinker Capital Investments, LLC

15.88K

Mar 31, 26

-5.21K

0.01%

Empowered Funds, LLC

12.51K

Mar 31, 26

-991

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

10.84K

Mar 31, 26

+95

0.00%

Pure Financial Advisors, LLC

10.69K

Mar 31, 26

-20

0.00%

Kingsview Wealth Management, LLC

8.87K

Mar 31, 26

+998

0.00%

Synergy Investment Management, LLC

8.73K

Mar 31, 26

+584

0.00%

DGS Capital Management, LLC

6.99K

Mar 31, 26

+101

0.00%

Coordinated Financial Services, Inc.

6.79K

Mar 31, 26

+58

0.00%

VANGUARD ADVISERS INC

4.76K

Mar 31, 26

+4.76K

0.00%

BRADLEY FOSTER & SARGENT INC/CT

4.73K

Mar 31, 26

0.00%

EXENCIAL WEALTH ADVISORS, LLC

4.70K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

4.42K

Mar 31, 26

+1.74K

0.00%

U.S. Capital Wealth Advisors, LLC

4.40K

Mar 31, 26

-48.66K

0.00%

USA Financial Portformulas Corp

3.37K

Mar 31, 26

-2.30K

0.00%

Hilltop Holdings Inc.

3.17K

Mar 31, 26

+351

0.00%

Bank OZK

2.79K

Mar 31, 26

-264

0.00%

HEADINVEST, LLC

2.67K

Mar 31, 26

0.00%

Proficio Capital Partners LLC

2.02K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

938

Mar 31, 26

-209

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

896

Mar 31, 26

+896

0.00%

NCP Inc.

290

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

185

Mar 31, 26

+35

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

Copia Wealth Management

Mar 31, 26

-1

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-2.16K

Premier Financial Group

Mar 31, 26

-282

FLOW TRADERS U.S. LLC

Mar 31, 26

-33.08K

SOL Capital Management CO

Mar 31, 26

-36.90K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-19.09K

Quent Long Short Global Small Cap Fund, LP

98.66K

Dec 31, 25

+98.66K

0.04%

COMERICA BANK

51.80K

Dec 31, 25

+3.22K

0.02%

ROVIN CAPITAL /UT/ /ADV

44.34K

Dec 31, 25

+14.77K

0.02%

CIBC Private Wealth Group, LLC

36.74K

Dec 31, 25

+32.52K

0.02%

Vantage Financial Partners, LLC

23.59K

Dec 31, 25

-67

0.01%

Litman Gregory Wealth Management LLC

13.25K

Dec 31, 25

+100

0.01%

Dentgroup LLC

9.35K

Dec 31, 25

+615

0.00%

VANGUARD GROUP INC

4.45K

Dec 31, 25

+971

0.00%

Long Run Wealth Advisors, LLC

2.08K

Dec 31, 25

+11

0.00%

Stephens Consulting, LLC

1.08K

Dec 31, 25

0.00%

Motiv8 Investments LLC

342

Dec 31, 25

+342

0.00%

Ransom Advisory, Ltd

300

Dec 31, 25

+300

0.00%

TUCKER ASSET MANAGEMENT LLC

172

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-136

GPS Wealth Strategies Group, LLC

Dec 31, 25

-392

Glenmede Investment Management, LP

24.98K

Sep 30, 25

+4.06K

0.01%

Moloney Securities Asset Management, LLC

23.63K

Sep 30, 25

-540

0.01%

Cubist Systematic Strategies, LLC

13.03K

Sep 30, 25

-10.72K

0.01%

Watts Gwilliam & Co., LLC

4.02K

Sep 30, 25

0.00%

New Century Financial Group, LLC

3.36K

Sep 30, 25

+323

0.00%

Wealthstream Advisors, Inc.

3.17K

Sep 30, 25

-765

0.00%

OPTIMUM INVESTMENT ADVISORS

2.60K

Sep 30, 25

0.00%

Pineridge Advisors LLC

803

Sep 30, 25

0.00%

Promus Capital, LLC

177

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

WFA Asset Management Corp

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-148.06K

AVANTAX ADVISORY SERVICES, INC.

317.18K

Jun 30, 25

+5.98K

0.13%

Atria Wealth Solutions, Inc.

185.59K

Jun 30, 25

+65.56K

0.08%

PrairieView Partners, LLC

68.99K

Jun 30, 25

+5.70K

0.03%

Centricity Wealth Management, LLC

25.89K

Jun 30, 25

+494

0.01%

Congress Wealth Management LLC / DE /

8.53K

Jun 30, 25

+4.18K

0.00%

Graypoint LLC

5.51K

Jun 30, 25

0.00%

KRAFT ASSET MANAGEMENT, LLC

3.64K

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

754

Jun 30, 25

0.00%

Christopher J. Hasenberg, Inc

179

Jun 30, 25

+123

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+83

0.00%

CHURCHILL MANAGEMENT Corp

Jun 30, 25

-1.88M

Capital A Wealth Management, LLC

Jun 30, 25

-403

Sandy Spring Bank

362.04K

Mar 31, 25

-1.68K

0.15%

Spectrum Wealth Counsel, LLC

33.49K

Mar 31, 25

+13.03K

0.01%

Coordinated Financial Services, Inc./CO

7.36K

Mar 31, 25

+7.36K

0.00%

Orion Portfolio Solutions, LLC

6.33K

Mar 31, 25

-3.05K

0.00%

Safeguard Financial, LLC

4.60K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

2.31K

Mar 31, 25

-605

0.00%

Lindbrook Capital, LLC

236

Mar 31, 25

0.00%

Edge Capital Group, LLC

71.95K

Dec 31, 24

-1.36K

0.03%

Peninsula Wealth, LLC

12.48K

Dec 31, 24

+2.03K

0.01%

Riggs Capital Management LLC

7.70K

Dec 31, 24

+7.70K

0.00%

Zions Bancorporation, N.A.

3.73K

Dec 31, 24

0.00%

TAP Consulting, LLC

2.92K

Dec 31, 24

+44

0.00%

Merriman Wealth Management, LLC

2.18K

Dec 31, 24

-1.52K

0.00%

Sanctuary Wealth Management, L.L.C.

942

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

888

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-65

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.38K

Raymond James Financial Services Advisors, Inc.

801.92K

Sep 30, 24

+19.31K

0.33%

RAYMOND JAMES & ASSOCIATES

562.55K

Sep 30, 24

+65.26K

0.23%

Financial Planning & Information Services, Inc.

44.24K

Sep 30, 24

+127

0.02%

LWMG, LLC

5.15K

Sep 30, 24

0.00%

CEDRUS LLC

4.77K

Sep 30, 24

+4.77K

0.00%

FORT PITT CAPITAL GROUP, LLC

4.18K

Sep 30, 24

+4.18K

0.00%

Peterson Financial Group, Inc.

3.69K

Sep 30, 24

+11

0.00%

Diversified, LLC

3.41K

Sep 30, 24

+798

0.00%

RAYMOND JAMES TRUST N.A.

3.28K

Sep 30, 24

-344

0.00%

First Trust Direct Indexing L.P.

3.08K

Sep 30, 24

+71

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

2.90K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

399

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

220

Sep 30, 24

+220

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Family Asset Management, LLC

Sep 30, 24

0.00%

BlackRock Inc.

1.36M

Jun 30, 24

+113.53K

0.56%

BENJAMIN F. EDWARDS & COMPANY, INC.

773.48K

Jun 30, 24

+3.62K

0.32%

BUCKINGHAM STRATEGIC WEALTH, LLC

38.53K

Jun 30, 24

-2.13K

0.02%

Relative Value Partners Group, LLC

6.41K

Jun 30, 24

+6.41K

0.00%

Private Ocean, LLC

6.15K

Jun 30, 24

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

2.83K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

2.60K

Jun 30, 24

-54.88K

0.00%

Cetera Advisor Networks LLC

242.17K

Mar 31, 24

+3.42K

0.10%

Cetera Advisors LLC

105.20K

Mar 31, 24

+61.76K

0.04%

Atlas Private Wealth Management

23.73K

Mar 31, 24

-2.09K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

18.07K

Mar 31, 24

+3.85K

0.01%

Retirement Group, LLC

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

12.79K

Dec 31, 23

+12.79K

0.01%

DFPG INVESTMENTS, LLC

10.02K

Dec 31, 23

+10.02K

0.00%

WEALTHSOURCE PARTNERS, LLC

8.15K

Dec 31, 23

0.00%

TELEMUS CAPITAL, LLC

8.04K

Dec 31, 23

-995

0.00%

Baystate Wealth Management LLC

1.53K

Dec 31, 23

+12

0.00%

Bartlett & Co. LLC

365

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

165

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

1.21M

Sep 30, 23

-4.00K

0.50%

Windsor Group LTD

603.24K

Sep 30, 23

-5.76K

0.25%

COLONY GROUP LLC

393.15K

Sep 30, 23

+17.45K

0.16%

Virginia National Bank

20.38K

Sep 30, 23

-179

0.01%

PATHSTONE FAMILY OFFICE, LLC

9.42K

Sep 30, 23

+4.43K

0.00%

BEDEL FINANCIAL CONSULTING INC

4.00K

Sep 30, 23

+4.00K

0.00%

COMERICA SECURITIES,INC.

3.05K

Sep 30, 23

+368

0.00%

Steward Financial Group LLC

Sep 30, 23

+28

0.00%

Vident Investment Advisory, LLC

146.05K

Jun 30, 23

+11.65K

0.06%

Endurance Wealth Management, Inc.

23.58K

Jun 30, 23

0.01%

BDO Wealth Advisors, LLC

18.80K

Jun 30, 23

+16.90K

0.01%

Kistler-Tiffany Companies, LLC

10.62K

Jun 30, 23

+10.10K

0.00%

TIAA, FSB

5.11K

Jun 30, 23

0.00%

Financial Architects, Inc

4.99K

Jun 30, 23

-124

0.00%

Veritable, L.P.

4.48K

Jun 30, 23

-96

0.00%

TimeScale Financial, Inc.

858

Jun 30, 23

0.00%

Kalos Management, Inc.

279

Jun 30, 23

-6

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-162

Baldrige Asset Management LLC

11.03K

Mar 31, 23

-176

0.00%

Barber Financial Group, Inc.

7.38K

Mar 31, 23

+2.25K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-6.12K

Gallagher Benefit Services, Inc.

421.72K

Dec 31, 22

+421.72K

0.17%

F3Logic, LLC

421.72K

Dec 31, 22

+70.77K

0.17%

Sanford Advisory Services, LLC

27.77K

Dec 31, 22

-841

0.01%

CFO4Life, L.P.

15.42K

Dec 31, 22

+15.42K

0.01%

GAMBLE JONES INVESTMENT COUNSEL

10.34K

Dec 31, 22

-88

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

300

Dec 31, 22

-40

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-150

BLUESTEIN R H & CO LLC

56.01K

Sep 30, 22

+3.52K

0.02%

55I, LLC

48.38K

Sep 30, 22

+5.03K

0.02%

FURE FINANCIAL CORP

31.72K

Sep 30, 22

+31.72K

0.01%

American Portfolios Advisors

30.79K

Sep 30, 22

+958

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

19.52K

Sep 30, 22

+2.27K

0.01%

CPWM, LLC

15.33K

Sep 30, 22

+15.33K

0.01%

FourThought Financial, LLC

7.44K

Sep 30, 22

+28

0.00%

EATON VANCE MANAGEMENT

6.38K

Sep 30, 22

+25

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

6.04K

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

5.38K

Sep 30, 22

+5.38K

0.00%

Round Table Services, LLC

4.41K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

414

Sep 30, 22

+414

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+54

0.00%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-2.50K

HYA Advisors, Inc

77.84K

Jun 30, 22

-1.31K

0.03%

Farmer Steven Patrick

43.37K

Jun 30, 22

+43.37K

0.02%

Emerson Wealth, LLC

3.99K

Jun 30, 22

+3.99K

0.00%

People's United Financial, Inc.

206.86K

Mar 31, 22

-6.96K

0.09%

B, B, H, & B INC.

118.08K

Mar 31, 22

+51.30K

0.05%

KINGS POINT CAPITAL MANAGEMENT

11.52K

Mar 31, 22

0.00%

IndexIQ Advisors LLC

1.47K

Mar 31, 22

-1.82K

0.00%

Lenox Wealth Advisors, LLC

356

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

Mar 31, 22

0.00%

Carroll Financial Associates, Inc.

13.54K

Dec 31, 21

+1.57K

0.01%

Investors Financial Group, LLC

10.86K

Dec 31, 21

+1.15K

0.00%

NEXT Financial Group, Inc

8.89K

Dec 31, 21

-6.82K

0.00%

Doman Group, LLC

6.45K

Dec 31, 21

+6.45K

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

5.05K

Dec 31, 21

+5.05K

0.00%

REILLY FINANCIAL ADVISORS, LLC

832

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

41.64K

Sep 30, 21

+255

0.02%

DERBY & COMPANY, INC

28.89K

Sep 30, 21

+1.02K

0.01%

Ameritas Investment Company, LLC

5.20K

Sep 30, 21

+3.23K

0.00%

Hoover Financial Advisors, Inc.

912

Jun 30, 21

0.00%

Integer Wealth Advisors Group LLC

10.50K

Mar 31, 21

-968

0.00%

Rikoon Group, LLC

5.71K

Mar 31, 21

+190

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

3.90K

Mar 31, 21

+3.90K

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

84.29K

Dec 31, 20

+5.61K

0.03%

NewFocus Financial Group, LLC

43.00K

Dec 31, 20

-8.11K

0.02%

Private Wealth Advisors, Inc.

8.30K

Dec 31, 20

+8.30K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

502

Dec 31, 20

0.00%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

+84

0.00%

First Allied Advisory Services, Inc.

50.77K

Sep 30, 20

-3.64K

0.02%

SHINE INVESTMENT ADVISORY SERVICES INC

2.62K

Sep 30, 20

-6.44K

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

0.00%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-12.33K

Watson Rebecca

Sep 30, 20

-90

TRUEWEALTH LLC

2.65K

Jun 30, 20

0.00%

Squar Milner Financial Services LLC

6.37K

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

192.58K

Dec 31, 19

-208

0.08%

Advisor Group, Inc.

125.96K

Dec 31, 19

+4.87K

0.05%

Beacon Pointe Wealth Advisors, LLC

Dec 31, 19

-4.50K

Sequoia Wealth Management, LLC

Dec 31, 19

-13.67K

BIEGEL & WALLER LLC

146.47K

Sep 30, 19

+55.38K

0.06%

BB&T SECURITIES, LLC

18.67K

Sep 30, 19

-1.02K

0.01%

SUNTRUST BANKS INC

7.68K

Sep 30, 19

-677

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

6.96K

Sep 30, 19

-1.15K

0.00%

MRA Associates USA LLC

Sep 30, 19

-482

PERSONAL FINANCIAL CONSULTANTS INC /ADV

15.54K

Jun 30, 19

+42

0.01%

Steinberg Global Asset Management

324.74K

Mar 31, 19

+667

0.13%

HL FINANCIAL SERVICES LLC

Mar 31, 19

-4.28K

Summit Equities Inc

29.86K

Sep 30, 18

+177

0.01%

Vestpro Financial Partners, Inc. dba CPF Texas

27.04K

Sep 30, 18

+1.59K

0.01%

Edge Advisors, LLC

173.47K

Jun 30, 18

-168

0.07%

Simply Money Advisors

457.05K

Mar 31, 18

-11.36K

0.19%

Hefty Wealth Partners

37.85K

Mar 31, 18

+544

0.02%

Oak Point Wealth Management

14.16K

Mar 31, 18

+3.67K

0.01%

XML SECURITIES, LLC

3.94K

Mar 31, 18

+3.94K

0.00%

Independence Trust CO

10.39K

Dec 31, 17

0.00%

BB&T INVESTMENT SERVICES, INC.

720

Dec 31, 17

+720

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-21.92K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-21.80K

Barrington Strategic Wealth Management Group LLC

22.75K

Sep 30, 17

+1.53K

0.01%

Commonwealth Equity Services, Inc

175.75K

Jun 30, 17

+19.14K

0.07%

WFG Advisors, LP

812

Jun 30, 17

0.00%

TIAA CREF TRUST CO FSB/MO

26.94K

Mar 31, 17

+26.94K

0.01%

CT Financial Advisors LLC

420

Mar 31, 17

0.00%

MSI Financial Services Inc

43.68K

Dec 31, 16

+5.88K

0.02%

JFB Holdings Corp

62.17K

Sep 30, 16

+51.26K

0.03%

SOCIETE GENERALE

1.56K

Jun 30, 16

+1.56K

0.00%

MANAGED ACCOUNT ADVISORS LLC

23.70K

Jun 30, 15

+13.38K

0.01%

STANCORP INVESTMENT ADVISERS INC

689

Mar 31, 15

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

Mar 31, 15

0.00%

Placemark Investments, Inc.

3.25K

Dec 31, 14

-2.25K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

18.91K

Sep 30, 14

+1.02K

0.01%

Signator Financial Services, Inc.

200

Sep 30, 13

0.00%

First Allied Securities, Inc.

450

Jun 30, 12

-15

0.00%

RBC Dominion Securities Inc.

183

Dec 31, 08

0.00%

Meehan Mutual Funds, Inc.

600

Mar 31, 06

+600

0.00%