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IVE(IVE)

IVE

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

23.35M

Jun 30, 26

-4.38M

11.04%

JPMORGAN CHASE & CO

16.25M

Jun 30, 26

-935.02K

7.69%

MORGAN STANLEY

14.91M

Jun 30, 26

-9.23K

7.06%

LPL Financial LLC

9.63M

Jun 30, 26

-872.87K

4.56%

BANK OF AMERICA CORP /DE/

9.61M

Jun 30, 26

+149.00K

4.54%

WELLS FARGO & COMPANY/MN

6.23M

Jun 30, 26

+16.75K

2.95%

UBS Group AG

3.58M

Jun 30, 26

-59.31K

1.70%

STIFEL FINANCIAL CORP

3.57M

Jun 30, 26

+305.46K

1.69%

Cetera Investment Advisers

3.07M

Jun 30, 26

-229.24K

1.45%

AMERIPRISE FINANCIAL INC

2.90M

Jun 30, 26

-112.01K

1.37%

PNC FINANCIAL SERVICES GROUP, INC.

2.21M

Jun 30, 26

-61.20K

1.05%

Lido Advisors, LLC

2.13M

Jun 30, 26

+185.56K

1.01%

BlackRock, Inc.

2.02M

Jun 30, 26

-573.35K

0.96%

PARK AVENUE SECURITIES LLC

1.81M

Jun 30, 26

-388.28K

0.86%

Envestnet Portfolio Solutions, Inc.

1.73M

Jun 30, 26

-420.15K

0.82%

MML INVESTORS SERVICES, LLC

1.70M

Jun 30, 26

-25.93K

0.80%

RAYMOND JAMES FINANCIAL INC

1.65M

Jun 30, 26

+33.95K

0.78%

GOLDMAN SACHS GROUP INC

1.42M

Jun 30, 26

+193

0.67%

ROYAL BANK OF CANADA

1.37M

Jun 30, 26

-26.77K

0.65%

Cassaday & Co Wealth Management LLC

1.26M

Jun 30, 26

+57.33K

0.59%

MAI Capital Management

1.23M

Jun 30, 26

+218.01K

0.58%

Foundations Investment Advisors, LLC

1.23M

Jun 30, 26

+113.91K

0.58%

Colony Group, LLC

1.21M

Jun 30, 26

-23.87K

0.57%

Janney Montgomery Scott LLC

1.15M

Jun 30, 26

-200.09K

0.54%

Mariner, LLC

1.05M

Jun 30, 26

-74.48K

0.50%

SOFI WEALTH, LLC

1.04M

Jun 30, 26

+58.46K

0.49%

COMMONWEALTH EQUITY SERVICES, LLC

976.62K

Jun 30, 26

-62.66K

0.46%

Bank of New York Mellon Corp

970.07K

Jun 30, 26

-168.08K

0.46%

FMR LLC

818.02K

Jun 30, 26

-421

0.39%

NewEdge Advisors, LLC

808.62K

Jun 30, 26

-50.29K

0.38%

Sanctuary Advisors, LLC

783.94K

Jun 30, 26

-118.16K

0.37%

M&T BANK CORP

768.62K

Jun 30, 26

-17.48K

0.36%

Pacific Life Fund Advisors LLC

760.52K

Jun 30, 26

+760.52K

0.36%

Resources Investment Advisors, LLC.

758.21K

Jun 30, 26

-207.38K

0.36%

ADVISOR GROUP HOLDINGS, INC.

731.73K

Jun 30, 26

+45.11K

0.35%

HighTower Advisors, LLC

670.33K

Jun 30, 26

+6.65K

0.32%

JB Capital LLC

663.12K

Jun 30, 26

-145.37K

0.31%

JONES FINANCIAL COMPANIES LLLP

641.50K

Jun 30, 26

+55.77K

0.30%

Calamos Wealth Management LLC

606.36K

Jun 30, 26

+10.00K

0.29%

LVZ, Inc.

575.98K

Jun 30, 26

+3.32K

0.27%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

565.41K

Jun 30, 26

-95.16K

0.27%

Cambridge Investment Research Advisors, Inc.

535.69K

Jun 30, 26

-4.54K

0.25%

FIFTH THIRD BANCORP

528.71K

Jun 30, 26

-28.72K

0.25%

HUNTINGTON NATIONAL BANK

499.59K

Jun 30, 26

-14.65K

0.24%

Cerity Partners LLC

477.31K

Jun 30, 26

-40.19K

0.23%

Rockefeller Capital Management L.P.

451.03K

Jun 30, 26

+24.61K

0.21%

Advocacy Wealth Management Services, LLC

424.53K

Jun 30, 26

-86.06K

0.20%

TRUIST FINANCIAL CORP

422.04K

Jun 30, 26

-137.28K

0.20%

HOME FEDERAL BANK OF TENNESSEE

386.54K

Jun 30, 26

+1.24K

0.18%

Kestra Advisory Services, LLC

376.29K

Jun 30, 26

-10.23K

0.18%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

369.82K

Jun 30, 26

-48.30K

0.17%

MONETA GROUP INVESTMENT ADVISORS LLC

367.34K

Jun 30, 26

-3.29K

0.17%

Ascent Group, LLC

342.44K

Jun 30, 26

-56.09K

0.16%

Betterment LLC

342.00K

Jun 30, 26

-15.48K

0.16%

Kestra Investment Management, LLC

315.99K

Jun 30, 26

-204.39K

0.15%

Triad Wealth Partners, LLC

314.82K

Jun 30, 26

+54.56K

0.15%

AE Wealth Management LLC

311.37K

Jun 30, 26

-60.58K

0.15%

BANK OF MONTREAL /CAN/

300.30K

Jun 30, 26

+8.17K

0.14%

Probity Advisors, Inc.

297.85K

Jun 30, 26

+694

0.14%

COURIER CAPITAL LLC

295.65K

Jun 30, 26

+455

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

289.89K

Jun 30, 26

-45.03K

0.14%

Modern Wealth Management, LLC

280.30K

Jun 30, 26

-6.07K

0.13%

Valmark Advisers, Inc.

277.74K

Jun 30, 26

-5.57K

0.13%

HARBOUR INVESTMENTS, INC.

276.57K

Jun 30, 26

-6.04K

0.13%

Baird Financial Group, Inc.

274.43K

Jun 30, 26

+18.80K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

270.85K

Jun 30, 26

-4.73K

0.13%

AMARILLO NATIONAL BANK

264.60K

Jun 30, 26

-893

0.13%

REGIONS FINANCIAL CORP

262.54K

Jun 30, 26

+22.79K

0.12%

Equitable Holdings, Inc.

261.07K

Jun 30, 26

-27.25K

0.12%

Miracle Mile Advisors, LLC

260.23K

Jun 30, 26

-16.85K

0.12%

Atria Investments, Inc

258.30K

Jun 30, 26

-51.30K

0.12%

Strategic Point Investment Advisors, LLC

249.87K

Jun 30, 26

+4.84K

0.12%

West Wealth Group, LLC

249.30K

Jun 30, 26

+4.01K

0.12%

CreativeOne Wealth, LLC

240.15K

Jun 30, 26

-57.90K

0.11%

Icon Wealth Advisors, LLC

232.24K

Jun 30, 26

-43.14K

0.11%

Pensionmark Financial Group, LLC

225.39K

Jun 30, 26

-13.24K

0.11%

Financial Engines Advisors L.L.C.

225.33K

Jun 30, 26

-2.58K

0.11%

BARCLAYS PLC

224.77K

Jun 30, 26

-5.81K

0.11%

Waverly Advisors, LLC

212.44K

Jun 30, 26

-5.27K

0.10%

Baker Avenue Asset Management, LP

209.47K

Jun 30, 26

-8.22K

0.10%

US BANCORP \DE\

208.54K

Jun 30, 26

+12.07K

0.10%

CX Institutional

200.78K

Jun 30, 26

-8.13K

0.09%

North Star Investment Management Corp.

197.89K

Jun 30, 26

+3.94K

0.09%

SMITH, MOORE & CO.

197.70K

Jun 30, 26

-1.21K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

197.65K

Jun 30, 26

-2.49K

0.09%

Private Advisor Group, LLC

190.49K

Jun 30, 26

-112.49K

0.09%

MGO ONE SEVEN LLC

188.43K

Jun 30, 26

-28.83K

0.09%

NORTHERN TRUST CORP

187.11K

Jun 30, 26

-33

0.09%

Creative Planning

186.71K

Jun 30, 26

+2.78K

0.09%

KEYBANK NATIONAL ASSOCIATION/OH

185.46K

Jun 30, 26

-8.00K

0.09%

Foundation Wealth Management, LLC

184.39K

Jun 30, 26

+2.23K

0.09%

Salomon & Ludwin, LLC

179.31K

Jun 30, 26

-6.73K

0.08%

Inlight Wealth Management, LLC

179.29K

Jun 30, 26

0.08%

Cosner Financial Group, LLC

178.51K

Jun 30, 26

+91.75K

0.08%

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

174.36K

Jun 30, 26

+18.04K

0.08%

ENCOMPASS WEALTH ADVISORS, LLC

173.56K

Jun 30, 26

+1.86K

0.08%

Perigon Wealth Management, LLC

173.16K

Jun 30, 26

-27.13K

0.08%

PEAPACK GLADSTONE FINANCIAL CORP

170.46K

Jun 30, 26

-3.85K

0.08%

Stratos Wealth Partners, LTD.

169.05K

Jun 30, 26

+18.82K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

168.91K

Jun 30, 26

+56.85K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

167.56K

Jun 30, 26

-13.54K

0.08%

Beacon Pointe Advisors, LLC

166.41K

Jun 30, 26

+1.53K

0.08%

FINANCIAL LIFE ADVISORS

162.97K

Jun 30, 26

-3.99K

0.08%

McKinley Carter Wealth Services, Inc.

162.55K

Jun 30, 26

+2.27K

0.08%

Global Retirement Partners, LLC

161.93K

Jun 30, 26

+161.93K

0.08%

Curated Wealth Partners LLC

159.97K

Jun 30, 26

+159.97K

0.08%

Powell Investment Advisors, LLC

158.79K

Jun 30, 26

+800

0.08%

Sharkey, Howes & Javer

158.41K

Jun 30, 26

-29.25K

0.07%

Stone House Investment Management, LLC

157.79K

Jun 30, 26

-19.43K

0.07%

GREENLEAF TRUST

154.51K

Jun 30, 26

-1.50K

0.07%

Vise Technologies, Inc.

152.59K

Jun 30, 26

+117.06K

0.07%

Berkshire Money Management, Inc.

151.37K

Jun 30, 26

+463

0.07%

IFP Advisors, Inc

148.74K

Jun 30, 26

-4.00K

0.07%

CONDOR CAPITAL MANAGEMENT

148.29K

Jun 30, 26

-1.29K

0.07%

Farther Finance Advisors, LLC

145.91K

Jun 30, 26

-12.14K

0.07%

TD Waterhouse Canada Inc.

142.66K

Jun 30, 26

+6.80K

0.07%

EWA, LLC

141.77K

Jun 30, 26

-13.84K

0.07%

CITIGROUP INC

141.46K

Jun 30, 26

+25.51K

0.07%

CAPTRUST FINANCIAL ADVISORS

136.73K

Jun 30, 26

+6.07K

0.06%

Brinker Capital Investments, LLC

136.22K

Jun 30, 26

-19.59K

0.06%

Brookstone Capital Management

135.39K

Jun 30, 26

-4.57K

0.06%

Thoma Capital Management LLC

132.59K

Jun 30, 26

+11.66K

0.06%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

132.39K

Jun 30, 26

+2.61K

0.06%

KWMG, LLC

132.26K

Jun 30, 26

+8.49K

0.06%

Horst & Graben Wealth Management LLC

131.69K

Jun 30, 26

-23.45K

0.06%

Steel Peak Wealth Management LLC

131.66K

Jun 30, 26

-34.20K

0.06%

Savant Capital, LLC

129.35K

Jun 30, 26

+37.98K

0.06%

PRINCIPAL SECURITIES, INC.

128.93K

Jun 30, 26

+994

0.06%

LIBERTY WEALTH MANAGEMENT LLC

128.76K

Jun 30, 26

0.06%

Praetorian Wealth Management, Inc.

127.75K

Jun 30, 26

-630

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

127.16K

Jun 30, 26

-34.02K

0.06%

1834 INVESTMENT ADVISORS CO

125.73K

Jun 30, 26

-9.44K

0.06%

Pathstone Holdings, LLC

125.27K

Jun 30, 26

+9.21K

0.06%

JFS WEALTH ADVISORS, LLC

124.89K

Jun 30, 26

-5.84K

0.06%

Wealth Alliance

123.22K

Jun 30, 26

-25.78K

0.06%

Pettinga Financial Advisors, LLC

121.13K

Jun 30, 26

-27.38K

0.06%

DDFG, Inc

120.32K

Jun 30, 26

-2.39K

0.06%

GREENUP STREET WEALTH MANAGEMENT LLC

120.24K

Jun 30, 26

-89.05K

0.06%

Spire Wealth Management

119.50K

Jun 30, 26

-1.88K

0.06%

PHILLIPS FINANCIAL MANAGEMENT, LLC

119.48K

Jun 30, 26

-19.46K

0.06%

Physician Wealth Advisors, Inc.

119.41K

Jun 30, 26

-15.77K

0.06%

Waterway Wealth Management, LLC

119.17K

Jun 30, 26

-12.54K

0.06%

PAX Financial Group, LLC

118.22K

Jun 30, 26

-26.66K

0.06%

Summit Financial, LLC

117.26K

Jun 30, 26

+2.62K

0.06%

CI Private Wealth, LLC

116.34K

Jun 30, 26

-9.47K

0.06%

PLANNING DIRECTIONS INC

115.17K

Jun 30, 26

+9.21K

0.05%

Clearstead Advisors, LLC

114.91K

Jun 30, 26

+1.47K

0.05%

Concurrent Investment Advisors, LLC

114.70K

Jun 30, 26

-4.33K

0.05%

Callan Family Office, LLC

112.82K

Jun 30, 26

-1.52K

0.05%

Adviser Investments LLC

112.26K

Jun 30, 26

+18.49K

0.05%

Security Financial Services, INC.

111.55K

Jun 30, 26

-22.16K

0.05%

NorthRock Partners, LLC

110.05K

Jun 30, 26

-45.79K

0.05%

One Wealth Advisors, LLC

107.34K

Jun 30, 26

-23.24K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

107.14K

Jun 30, 26

+6.03K

0.05%

Integrated Wealth Concepts LLC

105.43K

Jun 30, 26

+27.76K

0.05%

WealthPlan Investment Management, LLC

104.90K

Jun 30, 26

+2.04K

0.05%

CoreCap Advisors, LLC

104.71K

Jun 30, 26

-1.77K

0.05%

Advisory Services Network, LLC

104.60K

Jun 30, 26

+859

0.05%

Lutz Financial Services LLC

104.31K

Jun 30, 26

-1.17K

0.05%

CAHILL FINANCIAL ADVISORS INC

103.63K

Jun 30, 26

-225

0.05%

Scissortail Wealth Management, LLC

103.27K

Jun 30, 26

-7.75K

0.05%

Per Stirling Capital Management, LLC.

103.24K

Jun 30, 26

-2.25K

0.05%

Trek Financial, LLC

102.22K

Jun 30, 26

-17.73K

0.05%

Keystone Financial Services

100.63K

Jun 30, 26

-22.24K

0.05%

Detalus Advisors, LLC

99.89K

Jun 30, 26

-4.37K

0.05%

Sentinus, LLC

99.77K

Jun 30, 26

-25.64K

0.05%

BNP PARIBAS ARBITRAGE, SNC

98.77K

Jun 30, 26

+19.03K

0.05%

Capital Analysts, LLC

98.55K

Jun 30, 26

-4.67K

0.05%

Signature Wealth Management Partners, LLC

98.48K

Jun 30, 26

+1.66K

0.05%

Mesirow Financial Investment Management, Inc.

97.89K

Jun 30, 26

-96.44K

0.05%

CHOREO, LLC

97.22K

Jun 30, 26

-334

0.05%

Ashton Thomas Private Wealth, LLC

97.13K

Jun 30, 26

-15.65K

0.05%

SilverOak Wealth Management LLC

97.08K

Jun 30, 26

-2.85K

0.05%

Sigma Planning Corp

96.03K

Jun 30, 26

-11.89K

0.05%

MV CAPITAL MANAGEMENT, INC.

94.72K

Jun 30, 26

-2.96K

0.04%

GHP Investment Advisors, Inc.

94.46K

Jun 30, 26

-1.55K

0.04%

ADG Wealth Management Group, LLC

94.02K

Jun 30, 26

-1.33K

0.04%

Ironwood Financial, llc

93.65K

Jun 30, 26

-3.22K

0.04%

Narwhal Capital Management

92.78K

Jun 30, 26

0.04%

Kelly Financial Services LLC

92.00K

Jun 30, 26

-27.08K

0.04%

CULLEN/FROST BANKERS, INC.

91.29K

Jun 30, 26

0.04%

Merit Financial Group, LLC

90.95K

Jun 30, 26

-10.42K

0.04%

Apollon Wealth Management, LLC

90.10K

Jun 30, 26

+1.66K

0.04%

Sovran Advisors, LLC

89.19K

Jun 30, 26

-4.91K

0.04%

FIRST MERCHANTS CORP

89.15K

Jun 30, 26

+2.49K

0.04%

SWMG, LLC

88.95K

Jun 30, 26

-10.54K

0.04%

BOKF, NA

88.93K

Jun 30, 26

-4.24K

0.04%

BOK Financial Private Wealth, Inc.

88.59K

Jun 30, 26

-1.10K

0.04%

Steward Partners Investment Advisory, LLC

88.16K

Jun 30, 26

-13.13K

0.04%

M1 Capital Management LLC

87.46K

Jun 30, 26

-5.01K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

84.14K

Jun 30, 26

-15.46K

0.04%

Diversify Advisory Services, LLC

84.14K

Jun 30, 26

+84.14K

0.04%

Ameritas Investment Partners, Inc.

83.52K

Jun 30, 26

-6.62K

0.04%

Matthew Goff Investment Advisor, LLC

82.02K

Jun 30, 26

-1.18K

0.04%

Horizon Wealth Management, LLC

82.00K

Jun 30, 26

+2.86K

0.04%

J.W. COLE ADVISORS, INC.

81.79K

Jun 30, 26

+81.79K

0.04%

Legacy Financial Group LLC

81.35K

Jun 30, 26

-15.43K

0.04%

FIRST HAWAIIAN BANK

81.25K

Jun 30, 26

-3.70K

0.04%

TD PRIVATE CLIENT WEALTH LLC

81.12K

Jun 30, 26

-1.06K

0.04%

Saiph Capital, LLC

80.91K

Jun 30, 26

+1.57K

0.04%

Regal Investment Advisors LLC

80.38K

Jun 30, 26

-14.52K

0.04%

Arkadios Wealth Advisors

80.30K

Jun 30, 26

+985

0.04%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

80.10K

Jun 30, 26

+167

0.04%

Financial Enhancement Group LLC

78.80K

Jun 30, 26

+734

0.04%

EP Wealth Advisors, LLC

78.70K

Jun 30, 26

+3.90K

0.04%

Astoria Strategic Wealth, Inc.

77.39K

Jun 30, 26

+1.83K

0.04%

Blue Edge Capital, LLC

76.74K

Jun 30, 26

+626

0.04%

ONE Advisory Partners, LLC

76.46K

Jun 30, 26

-17.07K

0.04%

INSTRUMENTAL WEALTH, LLC

75.20K

Jun 30, 26

+3.66K

0.04%

MCMORGAN & CO LLC

75.01K

Jun 30, 26

-3.11K

0.04%

COMMERCE BANK

74.94K

Jun 30, 26

-1.47K

0.04%

NATIXIS ADVISORS, L.P.

74.93K

Jun 30, 26

+2.77K

0.04%

Stokes Family Office, LLC

74.73K

Jun 30, 26

-46.52K

0.04%

RTD Financial Advisors, Inc.

74.53K

Jun 30, 26

-347

0.04%

Ronald Blue Trust, Inc.

73.14K

Jun 30, 26

-24.59K

0.03%

Allworth Financial LP

72.69K

Jun 30, 26

-22.13K

0.03%

Independent Solutions Wealth Management, LLC

72.36K

Jun 30, 26

-222

0.03%

Snowden Capital Advisors LLC

72.29K

Jun 30, 26

-2.70K

0.03%

Modera Wealth Management, LLC

72.07K

Jun 30, 26

-528

0.03%

ASSOCIATED BANC-CORP

70.46K

Jun 30, 26

+1.30K

0.03%

Plancorp, LLC

69.96K

Jun 30, 26

+69.96K

0.03%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

69.95K

Jun 30, 26

+2.25K

0.03%

Trust Point Inc.

69.20K

Jun 30, 26

-171

0.03%

CITIZENS FINANCIAL GROUP INC/RI

69.00K

Jun 30, 26

-138

0.03%

Quantinno Capital Management LP

68.69K

Jun 30, 26

+20.12K

0.03%

Scarborough Advisors, LLC

68.24K

Jun 30, 26

-23.30K

0.03%

Occidental Asset Management, LLC

67.37K

Jun 30, 26

-749

0.03%

Lansing Street Advisors

66.85K

Jun 30, 26

-3.79K

0.03%

Cypress Wealth Services, LLC

66.61K

Jun 30, 26

-13.77K

0.03%

Texas Capital Bank Wealth Management Services Inc

66.48K

Jun 30, 26

+4.06K

0.03%

BRYN MAWR TRUST Co

66.27K

Jun 30, 26

+1.16K

0.03%

IRONWOOD WEALTH MANAGEMENT, INC.

66.00K

Jun 30, 26

+134

0.03%

ALESCO ADVISORS LLC

64.75K

Jun 30, 26

-1.33K

0.03%

Csenge Advisory Group

64.27K

Jun 30, 26

-4.87K

0.03%

Ausdal Financial Partners, Inc.

64.14K

Jun 30, 26

+2.17K

0.03%

Parallel Advisors, LLC

64.12K

Jun 30, 26

+5.82K

0.03%

LAIRD NORTON TRUST COMPANY, LLC

63.10K

Jun 30, 26

-1.08K

0.03%

Pictet & Cie (Europe) SA

62.95K

Jun 30, 26

0.03%

Invst, LLC

62.39K

Jun 30, 26

-11.48K

0.03%

IEQ CAPITAL, LLC

62.24K

Jun 30, 26

-1.26K

0.03%

Guidance Point Advisors, LLC

62.02K

Jun 30, 26

+454

0.03%

Foster Victor Wealth Advisors, LLC

61.98K

Jun 30, 26

+60.70K

0.03%

BKM Wealth Management, LLC

61.66K

Jun 30, 26

-3.56K

0.03%

Mutual Advisors, LLC

61.18K

Jun 30, 26

-114

0.03%

Bay Harbor Wealth Management, LLC

60.97K

Jun 30, 26

-14.71K

0.03%

Amundi

59.90K

Jun 30, 26

+9.20K

0.03%

McNaughton Wealth Management, LLC

59.79K

Jun 30, 26

-16.53K

0.03%

Gladstone Institutional Advisory LLC

59.28K

Jun 30, 26

-35

0.03%

AQR CAPITAL MANAGEMENT LLC

57.22K

Jun 30, 26

+7.57K

0.03%

Mayflower Financial Advisors, LLC

56.55K

Jun 30, 26

-6.26K

0.03%

Vestmark Advisory Solutions, Inc.

55.96K

Jun 30, 26

-78.81K

0.03%

Archer Investment Management, LLC

55.71K

Jun 30, 26

-9.95K

0.03%

Ancora Advisors, LLC

54.67K

Jun 30, 26

+6.15K

0.03%

WealthShield Partners, LLC

54.58K

Jun 30, 26

-25.71K

0.03%

LPWM LLC

54.31K

Jun 30, 26

-277.58K

0.03%

Beacon Capital Management, LLC

54.22K

Jun 30, 26

+39.52K

0.03%

Prosperity Planning, Inc.

52.84K

Jun 30, 26

-433

0.02%

Nvest Financial, LLC

52.58K

Jun 30, 26

+184

0.02%

MMA ASSET MANAGEMENT LLC

52.22K

Jun 30, 26

-923

0.02%

Acropolis Investment Management, LLC

52.18K

Jun 30, 26

-1.71K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

51.93K

Jun 30, 26

-5.72K

0.02%

Michelson Medical Research Foundation, Inc.

51.91K

Jun 30, 26

0.02%

Mount Yale Investment Advisors, LLC

51.64K

Jun 30, 26

-10.19K

0.02%

Broadview Financial Management, LLC

51.48K

Jun 30, 26

-485

0.02%

Asset Management Group, Inc.

51.28K

Jun 30, 26

-231

0.02%

LMG Wealth Partners, LLC

50.15K

Jun 30, 26

+2.18K

0.02%

Hobbs Wealth Management, LLC

49.50K

Jun 30, 26

-2.44K

0.02%

TWIN PEAKS WEALTH ADVISORS, LLC

49.43K

Jun 30, 26

-5.68K

0.02%

Wescott Financial Advisory Group, LLC

49.16K

Jun 30, 26

+3.50K

0.02%

GTS SECURITIES LLC

49.02K

Jun 30, 26

-18.32K

0.02%

Financial Advisors Network, Inc.

48.60K

Jun 30, 26

-409

0.02%

Gen-Wealth Partners Inc

48.16K

Jun 30, 26

-688

0.02%

Rodgers & Associates, LTD

48.15K

Jun 30, 26

-133

0.02%

IFG Advisory, LLC

47.86K

Jun 30, 26

+47.86K

0.02%

May Hill Capital, LLC

47.46K

Jun 30, 26

-6.29K

0.02%

Sierra Capital LLC

47.42K

Jun 30, 26

+12

0.02%

SRS Capital Advisors, Inc.

47.30K

Jun 30, 26

+18.20K

0.02%

Founders Financial Alliance, LLC

46.96K

Jun 30, 26

+45.72K

0.02%

Integrated Advisors Network LLC

46.12K

Jun 30, 26

+5.25K

0.02%

Gateway Wealth Partners, LLC

45.94K

Jun 30, 26

-52.15K

0.02%

ASSETMARK, INC

45.47K

Jun 30, 26

+24.26K

0.02%

VestGen Advisors, LLC

45.37K

Jun 30, 26

-9.91K

0.02%

WCG Wealth Advisors LLC

45.06K

Jun 30, 26

-20.63K

0.02%

OPPENHEIMER & CO INC

44.60K

Jun 30, 26

+1.45K

0.02%

Capital Advisors, Ltd. LLC

44.20K

Jun 30, 26

+205

0.02%

DT Investment Partners, LLC

43.95K

Jun 30, 26

0.02%

FIRETHORN WEALTH PARTNERS, LLC

43.90K

Jun 30, 26

+5.47K

0.02%

Avidian Wealth Solutions, LLC

43.73K

Jun 30, 26

-2.58K

0.02%

Traynor Capital Management, Inc.

43.45K

Jun 30, 26

-1.36K

0.02%

Geneos Wealth Management Inc.

42.97K

Jun 30, 26

-1.00K

0.02%

FIFTH THIRD SECURITIES, INC.

42.87K

Jun 30, 26

-588

0.02%

SigFig Wealth Management, LLC

42.80K

Jun 30, 26

-10.90K

0.02%

TSA Wealth Managment LLC

42.48K

Jun 30, 26

-14.69K

0.02%

Apeiron RIA LLC

42.05K

Jun 30, 26

+19.59K

0.02%

Maia Wealth LLC

41.97K

Jun 30, 26

-1.51K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

41.97K

Jun 30, 26

0.02%

LIFELONG WEALTH ADVISORS, INC.

41.94K

Jun 30, 26

-2.33K

0.02%

FAS Wealth Partners, Inc.

41.84K

Jun 30, 26

-682

0.02%

LBMC INVESTMENT ADVISORS, LLC

41.80K

Jun 30, 26

-175

0.02%

BANK OF STOCKTON

41.36K

Jun 30, 26

-9.38K

0.02%

Keebeck Wealth Management, LLC

41.21K

Jun 30, 26

-8.40K

0.02%

Simplicity Wealth,LLC

41.18K

Jun 30, 26

+1.06K

0.02%

FRANKLIN RESOURCES INC

40.63K

Jun 30, 26

-10.35K

0.02%

MATHER GROUP, LLC.

40.09K

Jun 30, 26

+12.10K

0.02%

HB Wealth Management, LLC

39.37K

Jun 30, 26

-6.43K

0.02%

SEI INVESTMENTS CO

39.36K

Jun 30, 26

-48

0.02%

Arlington Trust Co LLC

39.33K

Jun 30, 26

-9.97K

0.02%

UMB Bank, n.a.

39.19K

Jun 30, 26

-3.06K

0.02%

ALLIANCEBERNSTEIN L.P.

39.16K

Jun 30, 26

+1.84K

0.02%

Cresset Asset Management, LLC

39.05K

Jun 30, 26

-2.34K

0.02%

Centerpoint Advisors, LLC

38.36K

Jun 30, 26

-101

0.02%

Wealthspire Advisors, LLC

37.72K

Jun 30, 26

+6.64K

0.02%

Soltis Investment Advisors LLC

37.36K

Jun 30, 26

+1.65K

0.02%

JANE STREET GROUP, LLC

37.08K

Jun 30, 26

+37.08K

0.02%

BRADLEY FOSTER & SARGENT INC/CT

36.97K

Jun 30, 26

-13

0.02%

Focus Financial Network, Inc.

36.93K

Jun 30, 26

-1.86K

0.02%

Kilter Group LLC

36.51K

Jun 30, 26

-32.44K

0.02%

49 WEALTH MANAGEMENT, LLC

36.22K

Jun 30, 26

+36.22K

0.02%

ONE WEALTH CAPITAL MANAGEMENT, LLC

36.05K

Jun 30, 26

-1.56K

0.02%

YHB Investment Advisors, Inc.

36.02K

Jun 30, 26

+138

0.02%

Lantz Financial LLC

35.35K

Jun 30, 26

-3.75K

0.02%

Willis Johnson & Associates, Inc.

35.31K

Jun 30, 26

-4.21K

0.02%

Advyzon Investment Management, LLC

35.06K

Jun 30, 26

-18.73K

0.02%

SAX WEALTH ADVISORS, LLC

34.90K

Jun 30, 26

-184

0.02%

NICOLET BANKSHARES INC

34.48K

Jun 30, 26

+56

0.02%

DAYMARK WEALTH PARTNERS, LLC

33.89K

Jun 30, 26

+444

0.02%

Robertson Stephens Wealth Management, LLC

33.89K

Jun 30, 26

-420

0.02%

Tradition Wealth Management, LLC

33.75K

Jun 30, 26

-3.98K

0.02%

Federation des caisses Desjardins du Quebec

33.55K

Jun 30, 26

-919

0.02%

Keystone Financial Group

33.36K

Jun 30, 26

+5.65K

0.02%

SCS Capital Management LLC

33.20K

Jun 30, 26

+13

0.02%

Banco Santander, S.A.

32.95K

Jun 30, 26

-824

0.02%

Koss-Olinger Consulting, LLC

32.42K

Jun 30, 26

-60.33K

0.02%

ETF Portfolio Partners, Inc.

32.25K

Jun 30, 26

-214

0.02%

PFG Advisors

32.17K

Jun 30, 26

-2.52K

0.02%

Landing Point Financial Group, LLC

32.16K

Jun 30, 26

+32.16K

0.02%

VICUS CAPITAL

32.11K

Jun 30, 26

-73

0.02%

Cornerstone Planning Group LLC

31.45K

Jun 30, 26

-2.92K

0.01%

SAPIENT CAPITAL LLC

31.25K

Jun 30, 26

0.01%

BLAIR WILLIAM & CO/IL

31.16K

Jun 30, 26

-9.89K

0.01%

Pure Financial Advisors, LLC

31.03K

Jun 30, 26

-1.26K

0.01%

Holistic Planning, LLC

30.95K

Jun 30, 26

+18.83K

0.01%

EQUITABLE TRUST CO

30.87K

Jun 30, 26

0.01%

Financial Synergies Wealth Advisors, Inc.

30.84K

Jun 30, 26

+109

0.01%

Carmel Capital Partners, LLC

30.75K

Jun 30, 26

+30.75K

0.01%

Carbahal Olsen Financial Services Group, LLC

30.74K

Jun 30, 26

-154

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

30.05K

Jun 30, 26

+218

0.01%

5T Wealth, LLC

30.04K

Jun 30, 26

-884

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

29.40K

Jun 30, 26

-2.36K

0.01%

Pathway Financial Advisors LLC

29.08K

Jun 30, 26

0.01%

BROWN ADVISORY INC

28.87K

Jun 30, 26

+265

0.01%

FORTE ASSET MANAGEMENT LLC

28.62K

Jun 30, 26

+77

0.01%

Hoxton Planning & Management, LLC

28.56K

Jun 30, 26

-3.25K

0.01%

FFG RETIREMENT ADVISORS LLC

28.33K

Jun 30, 26

-7.90K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

27.98K

Jun 30, 26

+509

0.01%

Point72 Asset Management, L.P.

27.85K

Jun 30, 26

+27.85K

0.01%

Prospera Financial Services Inc

27.81K

Jun 30, 26

-2.28K

0.01%

Shared Vision Wealth Group LLC

27.71K

Jun 30, 26

-7.78K

0.01%

Tortoise Investment Management, LLC

27.45K

Jun 30, 26

-396

0.01%

Falcon Wealth Planning

27.18K

Jun 30, 26

-919

0.01%

Tilson Financial Group, Inc.

27.10K

Jun 30, 26

+38

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

26.95K

Jun 30, 26

+113

0.01%

W ADVISORS, LLC

26.92K

Jun 30, 26

-2.39K

0.01%

Centurion Wealth Management LLC

26.85K

Jun 30, 26

+1.19K

0.01%

First Heartland Consultants, Inc.

26.62K

Jun 30, 26

-3.42K

0.01%

Ascent Wealth Partners, LLC

26.54K

Jun 30, 26

+424

0.01%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

26.45K

Jun 30, 26

+23.16K

0.01%

VERUS CAPITAL PARTNERS, LLC

26.44K

Jun 30, 26

-1.82K

0.01%

Diversified Trust Co

26.39K

Jun 30, 26

+534

0.01%

RENAISSANCE TECHNOLOGIES LLC

26.32K

Jun 30, 26

+26.32K

0.01%

FOUNDERS GROVE WEALTH PARTNERS, LLC

26.29K

Jun 30, 26

-466

0.01%

LaSalle St. Investment Advisors, LLC

25.93K

Jun 30, 26

+11.35K

0.01%

PEOPLES BANK /OH

25.93K

Jun 30, 26

+4.34K

0.01%

Prosperity Consulting Group, LLC

25.76K

Jun 30, 26

+3.73K

0.01%

PACIFIC FINANCIAL GROUP INC

25.60K

Jun 30, 26

-1.29K

0.01%

B. Riley Wealth Advisors, Inc.

25.27K

Jun 30, 26

-3.23K

0.01%

SONATA CAPITAL GROUP INC

25.08K

Jun 30, 26

+13.44K

0.01%

FIRST FOUNDATION ADVISORS

25.02K

Jun 30, 26

+1.58K

0.01%

Sequoia Financial Advisors, LLC

24.95K

Jun 30, 26

+375

0.01%

FLAGSTAR ADVISORS INC.

24.88K

Jun 30, 26

+432

0.01%

Alpine Bank Wealth Management

24.87K

Jun 30, 26

-25

0.01%

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

24.58K

Jun 30, 26

-11.13K

0.01%

Clarus Wealth Advisors

24.58K

Jun 30, 26

+387

0.01%

Buckingham Strategic Partners

24.58K

Jun 30, 26

+6.02K

0.01%

INVESTMENT PARTNERS, LTD.

24.49K

Jun 30, 26

+95

0.01%

OLD NATIONAL BANCORP /IN/

24.40K

Jun 30, 26

-732

0.01%

Saxony Capital Management, LLC

24.39K

Jun 30, 26

+10.84K

0.01%

Retirement Wealth Solutions LLC

24.27K

Jun 30, 26

-355

0.01%

Ameritas Advisory Services, LLC

23.85K

Jun 30, 26

+21.83K

0.01%

Resolute Wealth Strategies, LLC

23.77K

Jun 30, 26

+955

0.01%

FIRST TRUST ADVISORS LP

23.59K

Jun 30, 26

+168

0.01%

Stenger Family Office, LLC

23.53K

Jun 30, 26

-3.52K

0.01%

Barnes Wealth Management Group, Inc

23.46K

Jun 30, 26

-5.47K

0.01%

CITADEL ADVISORS LLC

23.30K

Jun 30, 26

+23.30K

0.01%

STERLING INVESTMENT ADVISORS LLC /ADV

22.99K

Jun 30, 26

-525

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

22.92K

Jun 30, 26

-248

0.01%

Strategic Blueprint, LLC

22.92K

Jun 30, 26

-236

0.01%

Quotient Wealth Partners, LLC

22.84K

Jun 30, 26

-895

0.01%

D. E. Shaw & Co., Inc.

22.83K

Jun 30, 26

+22.83K

0.01%

CFS Investment Advisory Services, LLC

22.79K

Jun 30, 26

-11.91K

0.01%

MSH Capital Advisors LLC

22.72K

Jun 30, 26

+2.16K

0.01%

Commonwealth Retirement Investments LLC

22.61K

Jun 30, 26

+1.37K

0.01%

Patriot Financial Group Insurance Agency, LLC

22.59K

Jun 30, 26

-27.63K

0.01%

Calamos Advisors LLC

22.53K

Jun 30, 26

-596.59K

0.01%

RIK SAYLOR FINANCIAL, INC.

22.06K

Jun 30, 26

-130

0.01%

Avestar Capital, LLC

21.89K

Jun 30, 26

-1.28K

0.01%

Sanibel Captiva Trust Company, Inc.

21.79K

Jun 30, 26

+824

0.01%

Cranbrook Wealth Management, LLC

21.77K

Jun 30, 26

-1.61K

0.01%

Sterling Financial Planning, Inc.

21.68K

Jun 30, 26

-1.18K

0.01%

Stordahl Capital Management, Inc.

21.40K

Jun 30, 26

-112

0.01%

KICKSTAND VENTURES, LLC.

21.24K

Jun 30, 26

-978

0.01%

THEORY FINANCIAL LLC

21.14K

Jun 30, 26

-4.57K

0.01%

Redwood Investment Management, LLC

21.14K

Jun 30, 26

-3.80K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

21.05K

Jun 30, 26

-71

0.01%

Belpointe Asset Management LLC

20.92K

Jun 30, 26

+1.07K

0.01%

ARCADIA INVESTMENT ADVISORS LLC

20.91K

Jun 30, 26

-243

0.01%

SOUTHERN CAPITAL ADVISORS, LLC

20.86K

Jun 30, 26

+173

0.01%

EDGAR LOMAX CO/VA

20.74K

Jun 30, 26

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

20.72K

Jun 30, 26

-3.21K

0.01%

Smithfield Trust Co

20.69K

Jun 30, 26

-16

0.01%

Venturi Wealth Management, LLC

20.62K

Jun 30, 26

+242

0.01%

Guardian Wealth Advisors, LLC

20.61K

Jun 30, 26

-258

0.01%

Wealth Advisory Solutions, LLC

20.20K

Jun 30, 26

+12

0.01%

HILLTOP WEALTH ADVISORS, LLC

19.87K

Jun 30, 26

-414

0.01%

THOMPSON INVESTMENT MANAGEMENT, INC.

19.82K

Jun 30, 26

+1.09K

0.01%

a16z Perennial Management, L.P.

19.80K

Jun 30, 26

+19.80K

0.01%

FORVIS Wealth Advisors, LLC

19.67K

Jun 30, 26

-941

0.01%

Prime Capital Investment Advisors, LLC

19.52K

Jun 30, 26

-1.36K

0.01%

HANCOCK WHITNEY CORP

19.50K

Jun 30, 26

+96

0.01%

Pinnacle Bancorp, Inc.

19.47K

Jun 30, 26

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

19.43K

Jun 30, 26

-264

0.01%

Anson Capital, Inc.

19.39K

Jun 30, 26

+38

0.01%

WESBANCO BANK INC

19.35K

Jun 30, 26

-524

0.01%

AlphaCore Capital LLC

19.22K

Jun 30, 26

+189

0.01%

Lighthouse Financial LLC

19.16K

Jun 30, 26

-3.08K

0.01%

Heritage Wealth Advisors

19.06K

Jun 30, 26

+19.06K

0.01%

BTC Capital Management, Inc.

19.04K

Jun 30, 26

-57

0.01%

Chicago Partners Investment Group LLC

19.03K

Jun 30, 26

-221

0.01%

Glen Eagle Advisors, LLC

18.97K

Jun 30, 26

-306

0.01%

ROGCO, LP

18.93K

Jun 30, 26

0.01%

O'Connor Financial Group LLC

18.91K

Jun 30, 26

-328

0.01%

Sowell Financial Services LLC

18.86K

Jun 30, 26

+383

0.01%

HAZLETT, BURT & WATSON, INC.

18.70K

Jun 30, 26

+2.62K

0.01%

Investment Advisory Group, LLC

18.66K

Jun 30, 26

+627

0.01%

IHT Wealth Management, LLC

18.62K

Jun 30, 26

-493

0.01%

Hudson Capital Management LLC

18.57K

Jun 30, 26

-695

0.01%

HRT FINANCIAL LP

18.50K

Jun 30, 26

-7.20K

0.01%

CENTAURUS FINANCIAL, INC.

18.49K

Jun 30, 26

+6.33K

0.01%

Pines Wealth Management, LLC

18.41K

Jun 30, 26

+113

0.01%

Atomi Financial Group, Inc.

18.32K

Jun 30, 26

-905

0.01%

Sage Investment Advisers LLC

18.24K

Jun 30, 26

+699

0.01%

SFI Advisors, LLC

18.22K

Jun 30, 26

-525

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

18.13K

Jun 30, 26

+269

0.01%

Alta Wealth Advisors LLC

18.05K

Jun 30, 26

+662

0.01%

Asset Dedication, LLC

17.97K

Jun 30, 26

+957

0.01%

Bare Financial Services, Inc

17.85K

Jun 30, 26

0.01%

PKS Advisory Services, LLC

17.83K

Jun 30, 26

-123.08K

0.01%

Clear Creek Financial Management, LLC

17.82K

Jun 30, 26

+2.37K

0.01%

Valeo Financial Advisors, LLC

17.79K

Jun 30, 26

-101

0.01%

Western Wealth Management, LLC

17.68K

Jun 30, 26

-711

0.01%

Dorsey & Whitney Trust CO LLC

17.62K

Jun 30, 26

-352

0.01%

Pinnacle Family Advisors, LLC

17.57K

Jun 30, 26

-351

0.01%

Magnus Financial Group LLC

17.42K

Jun 30, 26

-283

0.01%

Gemmer Asset Management LLC

17.23K

Jun 30, 26

-94

0.01%

XY Planning Network, Inc.

17.18K

Jun 30, 26

-2.20K

0.01%

Hanson & Doremus Investment Management

17.05K

Jun 30, 26

+17.05K

0.01%

LifePlan Investment Advisors, Inc.

16.91K

Jun 30, 26

-4.33K

0.01%

Evercore Wealth Management, LLC

16.63K

Jun 30, 26

-31

0.01%

RITHOLTZ WEALTH MANAGEMENT

16.62K

Jun 30, 26

-875

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

16.61K

Jun 30, 26

+1.08K

0.01%

Golden State Wealth Management, LLC

16.37K

Jun 30, 26

+5.10K

0.01%

Gray Private Wealth, LLC

16.29K

Jun 30, 26

-306

0.01%

RKL Wealth Management LLC

16.28K

Jun 30, 26

-253

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

16.26K

Jun 30, 26

-17.90K

0.01%

Midwest Trust Co

16.11K

Jun 30, 26

+211

0.01%

Stegner Investment Associates Inc.

16.09K

Jun 30, 26

-172

0.01%

VisionPoint Advisory Group, LLC

16.08K

Jun 30, 26

+13.22K

0.01%

Savvy Advisors, Inc.

16.04K

Jun 30, 26

+3.66K

0.01%

WealthPLAN Partners, LLC

15.97K

Jun 30, 26

-3.61K

0.01%

Sequent Asset Management, LLC

15.96K

Jun 30, 26

-64

0.01%

G&S Capital LLC

15.86K

Jun 30, 26

+15.86K

0.01%

ZENITH SOLUTIONS, INC.

15.62K

Jun 30, 26

+15.62K

0.01%

Coign Capital Advisors LLC

15.55K

Jun 30, 26

+894

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.46K

Jun 30, 26

+685

0.01%

BCU Wealth Advisors, LLC

15.38K

Jun 30, 26

-2.97K

0.01%

Trail Ridge Investment Advisors, LLC

15.27K

Jun 30, 26

-252

0.01%

Peregrine Asset Advisers, Inc.

15.13K

Jun 30, 26

-85

0.01%

GSB Wealth Management, LLC

15.11K

Jun 30, 26

+1.20K

0.01%

Garde Capital, Inc.

15.04K

Jun 30, 26

0.01%

Summit Investment Advisory Services, LLC

15.02K

Jun 30, 26

-229

0.01%

FIRST CITIZENS BANK & TRUST CO

15.02K

Jun 30, 26

-1.11K

0.01%

FORM Wealth Advisors, LLC

14.85K

Jun 30, 26

-722

0.01%

Seneca House Advisors

14.76K

Jun 30, 26

-425

0.01%

Gryphon Financial Partners LLC

14.57K

Jun 30, 26

-86

0.01%

NWAM LLC

14.56K

Jun 30, 26

+646

0.01%

Vantage Point Financial LLC

14.37K

Jun 30, 26

+559

0.01%

St. Clair Advisors, LLC

14.19K

Jun 30, 26

-330

0.01%

Interchange Capital Partners, LLC

14.04K

Jun 30, 26

+2.52K

0.01%

Crestwood Advisors Group LLC

13.99K

Jun 30, 26

+325

0.01%

PGIM Custom Harvest LLC

13.97K

Jun 30, 26

+673

0.01%

REGIMEN WEALTH, LLC

13.88K

Jun 30, 26

-114

0.01%

MISSION WEALTH MANAGEMENT, LP

13.82K

Jun 30, 26

+4.68K

0.01%

PRINCIPAL FINANCIAL GROUP INC

13.79K

Jun 30, 26

-2.47K

0.01%

D.A. DAVIDSON & CO.

13.75K

Jun 30, 26

-1.60K

0.01%

Brookwood Investment Group LLC

13.63K

Jun 30, 26

+1.81K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13.62K

Jun 30, 26

-128

0.01%

SWP FINANCIAL LLC

13.55K

Jun 30, 26

0.01%

BANK OF HAWAII

13.34K

Jun 30, 26

+319

0.01%

GABLES CAPITAL MANAGEMENT INC.

13.33K

Jun 30, 26

0.01%

Florin Court Capital LLP

13.30K

Jun 30, 26

+7.10K

0.01%

Truepoint, Inc.

13.28K

Jun 30, 26

-355

0.01%

Wellspring Financial Advisors, LLC

13.22K

Jun 30, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

13.17K

Jun 30, 26

+954

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

13.17K

Jun 30, 26

-800

0.01%

BRAVE ASSET MANAGEMENT INC

13.15K

Jun 30, 26

-90

0.01%

GenWealth Group, Inc.

12.95K

Jun 30, 26

-1.22K

0.01%

Glass Jacobson Investment Advisors llc

12.91K

Jun 30, 26

-868

0.01%

Heck Capital Advisors, LLC

12.78K

Jun 30, 26

-900

0.01%

Graves Light Lenhart Wealth, Inc.

12.70K

Jun 30, 26

-140

0.01%

PARTNERS WEALTH MANAGEMENT, LLC

12.68K

Jun 30, 26

+784

0.01%

Capital Square, LLC

12.65K

Jun 30, 26

+1.06K

0.01%

Tempus Wealth Planning, LLC

12.54K

Jun 30, 26

+1.49K

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

12.51K

Jun 30, 26

+3.07K

0.01%

Ellis Investment Partners, LLC

12.47K

Jun 30, 26

+34

0.01%

CALTON & ASSOCIATES, INC.

12.44K

Jun 30, 26

-1.32K

0.01%

Cartesian Growth Corp

12.43K

Jun 30, 26

+610

0.01%

Yukon Wealth Management, Inc.

12.34K

Jun 30, 26

+1.15K

0.01%

Concorde Asset Management, LLC

12.28K

Jun 30, 26

-1.34K

0.01%

17 CAPITAL PARTNERS, LLC

12.16K

Jun 30, 26

+1.23K

0.01%

SIGMA INVESTMENT COUNSELORS INC

12.04K

Jun 30, 26

-305

0.01%

Operose Advisors LLC

12.03K

Jun 30, 26

-530

0.01%

Great Point Wealth Advisors, LLC

12.00K

Jun 30, 26

0.01%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

12.00K

Jun 30, 26

-123

0.01%

EQ LLC

11.92K

Jun 30, 26

-5.68K

0.01%

WealthTrak Capital Management LLC

11.92K

Jun 30, 26

-1.30K

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

11.87K

Jun 30, 26

-8.63K

0.01%

SUTTON PLACE INVESTORS LLC

11.84K

Jun 30, 26

-1.56K

0.01%

WealthBridge Capital Management, LLC

11.80K

Jun 30, 26

-120

0.01%

NorthLanding Financial Partners, LLC

11.72K

Jun 30, 26

+2.64K

0.01%

GWN SECURITIES INC.

11.71K

Jun 30, 26

-172

0.01%

Westmount Partners, LLC

11.70K

Jun 30, 26

+15

0.01%

B&D White Capital Company, LLC

11.69K

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

11.61K

Jun 30, 26

0.01%

Accelerate Investment Advisors LLC

11.59K

Jun 30, 26

-254

0.01%

Bleakley Financial Group, LLC

11.50K

Jun 30, 26

-955

0.01%

BigSur Wealth Management LLC

11.50K

Jun 30, 26

+3.00K

0.01%

Two West Capital Advisors LLC

11.48K

Jun 30, 26

-72

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

11.46K

Jun 30, 26

-83

0.01%

EHRLICH FINANCIAL GROUP

11.43K

Jun 30, 26

-2.82K

0.01%

Sonoma Private Wealth LLC

11.43K

Jun 30, 26

0.01%

Bryn Mawr Capital Management, LLC

11.42K

Jun 30, 26

+20

0.01%

TRUE Private Wealth Advisors

11.41K

Jun 30, 26

-193

0.01%

Merkkuri Wealth Advisors LLC

11.38K

Jun 30, 26

-1.36K

0.01%

May Barnhard Investments LLC

11.37K

Jun 30, 26

0.01%

Roble, Belko & Company, Inc

11.24K

Jun 30, 26

0.01%

Apella Capital, LLC

11.12K

Jun 30, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.09K

Jun 30, 26

-22.75K

0.01%

Aptus Capital Advisors, LLC

11.01K

Jun 30, 26

+949

0.01%

TOTAL INVESTMENT MANAGEMENT INC

10.90K

Jun 30, 26

-143

0.01%

GenTrust, LLC

10.90K

Jun 30, 26

0.01%

Schneider Downs Wealth Management Advisors, LP

10.89K

Jun 30, 26

0.01%

Wealth Dimensions Group, Ltd.

10.79K

Jun 30, 26

-174

0.01%

Marietta Wealth Management, LLC

10.74K

Jun 30, 26

0.01%

BridgePort Financial Solutions, LLC

10.73K

Jun 30, 26

-4.11K

0.01%

SCOTIA CAPITAL INC.

10.66K

Jun 30, 26

-3.03K

0.01%

Able Wealth Management LLC

10.58K

Jun 30, 26

+244

0.01%

Fisher Asset Management, LLC

10.54K

Jun 30, 26

+180

0.00%

Transamerica Financial Advisors, Inc.

10.48K

Jun 30, 26

+428

0.00%

Procyon Advisors, LLC

10.36K

Jun 30, 26

+1.51K

0.00%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

10.35K

Jun 30, 26

+246

0.00%

Axis Wealth Partners, LLC

10.31K

Jun 30, 26

-177

0.00%

Fortitude Family Office, LLC

10.30K

Jun 30, 26

0.00%

New Age Alpha Advisors, LLC

10.29K

Jun 30, 26

-1.84K

0.00%

WHITTIER TRUST CO

10.25K

Jun 30, 26

+155

0.00%

ALTERNA WEALTH MANAGEMENT, INC

10.24K

Jun 30, 26

+1.38K

0.00%

Tranquility Partners, LLC

10.19K

Jun 30, 26

-266

0.00%

CLG LLC

10.17K

Jun 30, 26

+27

0.00%

SMART Wealth LLC

10.09K

Jun 30, 26

+6.13K

0.00%

TSFG, LLC

10.07K

Jun 30, 26

+245

0.00%

Kingsview Wealth Management, LLC

10.06K

Jun 30, 26

+839

0.00%

MA Private Wealth

9.99K

Jun 30, 26

+418

0.00%

RETIREMENT INCOME SOLUTIONS, INC

9.88K

Jun 30, 26

0.00%

Leslie Global Wealth, LLC

9.83K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.82K

Jun 30, 26

-110

0.00%

Sterling Investment Counsel, LLC

9.74K

Jun 30, 26

-71

0.00%

OMNI 360 Wealth, Inc.

9.72K

Jun 30, 26

-111

0.00%

Bryant Woods Investment Advisors, LLC

9.71K

Jun 30, 26

+9.71K

0.00%

Blue Zone Wealth Advisors, LLC

9.69K

Jun 30, 26

+3.02K

0.00%

BESSEMER GROUP INC

9.68K

Jun 30, 26

-1.52K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.61K

Jun 30, 26

-466

0.00%

RFG Advisory, LLC

9.58K

Jun 30, 26

-3.58K

0.00%

NOTTINGHAM ADVISORS, INC.

9.48K

Jun 30, 26

+53

0.00%

Hirtle Callaghan & Co LLC

9.47K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.47K

Jun 30, 26

+169

0.00%

Bernardo Wealth Planning LLC

9.40K

Jun 30, 26

0.00%

Signal Advisors Wealth, LLC

9.38K

Jun 30, 26

-1.70K

0.00%

CASTLE WEALTH MANAGEMENT LLC

9.31K

Jun 30, 26

-398

0.00%

BRIGHTON JONES LLC

9.26K

Jun 30, 26

-3.60K

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

9.24K

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

9.22K

Jun 30, 26

-2.13K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

9.21K

Jun 30, 26

-1.93K

0.00%

Kohmann Bosshard Financial Services, LLC

9.20K

Jun 30, 26

0.00%

Beacon Financial Advisory LLC

9.17K

Jun 30, 26

-580

0.00%

Essex Financial Services, Inc.

9.16K

Jun 30, 26

-337

0.00%

Sovereign Financial Group, Inc.

9.15K

Jun 30, 26

-2.45K

0.00%

Gotham Asset Management, LLC

9.09K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

9.09K

Jun 30, 26

0.00%

Laffer Tengler Investments

9.05K

Jun 30, 26

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

9.02K

Jun 30, 26

-36

0.00%

Neumann Capital Management, LLC

9.01K

Jun 30, 26

-200

0.00%

Sachetta, LLC

8.95K

Jun 30, 26

+11

0.00%

BROWN BROTHERS HARRIMAN & CO

8.94K

Jun 30, 26

0.00%

CRA Financial Services, LLC

8.93K

Jun 30, 26

+140

0.00%

WBH ADVISORY INC

8.86K

Jun 30, 26

-1

0.00%

StoneX Group Inc.

8.77K

Jun 30, 26

+525

0.00%

Koshinski Asset Management, Inc.

8.76K

Jun 30, 26

-375

0.00%

NORTHLAND SECURITIES, INC.

8.74K

Jun 30, 26

+1.21K

0.00%

Avantax Planning Partners, Inc.

8.65K

Jun 30, 26

+202

0.00%

Finley Financial, LLC

8.63K

Jun 30, 26

-200

0.00%

Kovack Advisors, Inc.

8.63K

Jun 30, 26

+1.62K

0.00%

DAVENPORT & Co LLC

8.61K

Jun 30, 26

-1.14K

0.00%

SIMON QUICK ADVISORS, LLC

8.61K

Jun 30, 26

-120

0.00%

Sound Income Strategies, LLC

8.58K

Jun 30, 26

-18

0.00%

GLENMEDE TRUST CO NA

8.54K

Jun 30, 26

+88

0.00%

PFG Investments, LLC

8.49K

Jun 30, 26

+564

0.00%

Perennial Advisors, LLC

8.47K

Jun 30, 26

+4.99K

0.00%

Orgel Wealth Management, LLC

8.44K

Jun 30, 26

+8.44K

0.00%

WHITE PINE CAPITAL LLC

8.42K

Jun 30, 26

+395

0.00%

Wealthcare Advisory Partners LLC

8.41K

Jun 30, 26

-1.36K

0.00%

Forum Private Client Group LLC

8.38K

Jun 30, 26

+349

0.00%

WHITTIER TRUST CO OF NEVADA INC

8.38K

Jun 30, 26

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

8.36K

Jun 30, 26

-125

0.00%

Empirical Asset Management, LLC

8.29K

Jun 30, 26

-542

0.00%

Discipline Wealth Solutions, LLC

8.20K

Jun 30, 26

-210

0.00%

Plum Street Advisors, LLC

8.19K

Jun 30, 26

0.00%

Joel Isaacson & Co., LLC

8.16K

Jun 30, 26

+308

0.00%

Stonebridge Financial Planning Group, LLC

8.16K

Jun 30, 26

+34

0.00%

Hilltop Holdings Inc.

8.15K

Jun 30, 26

+201

0.00%

Infinity Wealth Counsel, LLC

8.11K

Jun 30, 26

0.00%

Rathbones Group PLC

8.09K

Jun 30, 26

0.00%

Hopwood Financial Services, Inc.

8.06K

Jun 30, 26

0.00%

HBK Sorce Advisory LLC

8.04K

Jun 30, 26

-880

0.00%

Trilogy Capital Inc.

7.99K

Jun 30, 26

-170

0.00%

Turtle Creek Wealth Advisors, LLC

7.97K

Jun 30, 26

+359

0.00%

TCTC Holdings, LLC

7.89K

Jun 30, 26

+1.59K

0.00%

Eldridge Investment Advisors, Inc.

7.88K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

7.87K

Jun 30, 26

-25

0.00%

Perennial Investment Advisors, LLC

7.82K

Jun 30, 26

-114

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

7.80K

Jun 30, 26

+183

0.00%

Family Wealth Group, LLC

7.79K

Jun 30, 26

-1.31K

0.00%

Farmers & Merchants Trust Co of Long Beach

7.79K

Jun 30, 26

+445

0.00%

Elm Partners Management LLC

7.75K

Jun 30, 26

-66

0.00%

PINNACLE ASSOCIATES LTD

7.74K

Jun 30, 26

-23

0.00%

GeoWealth Management, LLC

7.71K

Jun 30, 26

-521

0.00%

Forum Financial Management, LP

7.69K

Jun 30, 26

-924

0.00%

NorthCrest Asset Manangement, LLC

7.61K

Jun 30, 26

0.00%

Professional Financial Advisors, LLC

7.59K

Jun 30, 26

+97

0.00%

Glenview Trust Co

7.57K

Jun 30, 26

-1.95K

0.00%

HTG Investment Advisors, Inc.

7.56K

Jun 30, 26

-144

0.00%

Avantra Family Wealth, Inc.

7.55K

Jun 30, 26

+700

0.00%

Arcadia Wealth Management, LLC

7.55K

Jun 30, 26

+2.76K

0.00%

BURKETT FINANCIAL SERVICES, LLC

7.54K

Jun 30, 26

-340

0.00%

AMARA FINANCIAL, LLC.

7.53K

Jun 30, 26

+23

0.00%

Talisman Wealth Advisors LLC

7.52K

Jun 30, 26

+789

0.00%

Traub Capital Management LLC

7.52K

Jun 30, 26

-70

0.00%

OXFORD FINANCIAL GROUP LTD

7.52K

Jun 30, 26

0.00%

AWM CAPITAL, LLC

7.50K

Jun 30, 26

+136

0.00%

Klaas Financial Asset Advisors, LLC

7.45K

Jun 30, 26

-219

0.00%

BAILARD, INC.

7.44K

Jun 30, 26

-237

0.00%

GREENWOOD GEARHART INC

7.44K

Jun 30, 26

-270

0.00%

TCG Advisory Services, LLC

7.42K

Jun 30, 26

+2.53K

0.00%

STEPHENS INC /AR/

7.41K

Jun 30, 26

-6

0.00%

AdvisorNet Financial, Inc

7.36K

Jun 30, 26

-923

0.00%

SALEM INVESTMENT COUNSELORS INC

7.31K

Jun 30, 26

+39

0.00%

Taylor Financial Group, Inc.

7.28K

Jun 30, 26

-1.50K

0.00%

Diversified Portfolios, Inc.

7.28K

Jun 30, 26

+50

0.00%

BIP Wealth, LLC

7.24K

Jun 30, 26

+2.24K

0.00%

Whitcomb & Hess, Inc.

7.19K

Jun 30, 26

+114

0.00%

Private Wealth Management Group, LLC

7.16K

Jun 30, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

7.16K

Jun 30, 26

-1.36K

0.00%

Strategies Wealth Advisors, LLC

7.04K

Jun 30, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

7.02K

Jun 30, 26

0.00%

Vienna Asset Management LLC

7.00K

Jun 30, 26

+7.00K

0.00%

Close Asset Management Ltd

6.96K

Jun 30, 26

0.00%

Fiduciary Alliance LLC

6.94K

Jun 30, 26

+177

0.00%

CATALYST PRIVATE WEALTH, LLC

6.94K

Jun 30, 26

-89

0.00%

MJT & Associates Financial Advisory Group, Inc.

6.93K

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

6.92K

Jun 30, 26

-64

0.00%

Apex Wealth Management, LLC

6.90K

Jun 30, 26

-697

0.00%

TRUST CO OF TOLEDO NA /OH/

6.83K

Jun 30, 26

-10

0.00%

MARIPAU WEALTH MANAGEMENT LLC

6.82K

Jun 30, 26

-1.95K

0.00%

QRG CAPITAL MANAGEMENT, INC.

6.80K

Jun 30, 26

+3.27K

0.00%

WEDBUSH SECURITIES INC

6.78K

Jun 30, 26

-1.10K

0.00%

Krilogy Financial LLC

6.77K

Jun 30, 26

+26

0.00%

Lakeridge Wealth Management LLC

6.72K

Jun 30, 26

+26

0.00%

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

6.67K

Jun 30, 26

+305

0.00%

Gilliland Jeter Wealth Management LLC

6.66K

Jun 30, 26

+604

0.00%

Mattern Wealth Management LLC

6.65K

Jun 30, 26

-138

0.00%

CAHABA WEALTH MANAGEMENT, INC.

6.64K

Jun 30, 26

-26

0.00%

Fonville Wealth Management LLC

6.60K

Jun 30, 26

-22

0.00%

King Wealth

6.55K

Jun 30, 26

0.00%

Chevy Chase Trust Holdings, LLC

6.51K

Jun 30, 26

+1.26K

0.00%

Allianz Asset Management GmbH

6.50K

Jun 30, 26

0.00%

Legacy Advisors, LLC

6.48K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

6.45K

Jun 30, 26

-812

0.00%

Latitude Advisors, LLC

6.43K

Jun 30, 26

+796

0.00%

Semus Wealth Partners LLC

6.42K

Jun 30, 26

-963

0.00%

Mason & Associates, LLC

6.40K

Jun 30, 26

-47

0.00%

Lloyd Advisory Services, LLC.

6.37K

Jun 30, 26

+4.00K

0.00%

BBR PARTNERS, LLC

6.35K

Jun 30, 26

0.00%

BEARING POINT CAPITAL, LLC

6.34K

Jun 30, 26

+1.15K

0.00%

LTG Capital LLC

6.28K

Jun 30, 26

-161

0.00%

Azimuth Capital Investment Management LLC

6.26K

Jun 30, 26

+67

0.00%

LexAurum Advisors, LLC

6.20K

Jun 30, 26

+61

0.00%

Laurel Wealth Advisors LLC

6.16K

Jun 30, 26

0.00%

JOHNSON INVESTMENT COUNSEL INC

6.14K

Jun 30, 26

+38

0.00%

Crescent Grove Advisors, LLC

6.14K

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

6.13K

Jun 30, 26

+464

0.00%

Qube Research & Technologies Ltd

6.11K

Jun 30, 26

+2.87K

0.00%

Aspire Private Capital, LLC

6.11K

Jun 30, 26

-954

0.00%

Argent Trust Co

6.10K

Jun 30, 26

-250

0.00%

Resurgent Financial Advisors LLC

6.07K

Jun 30, 26

-1.02K

0.00%

Newport Capital Group, LLC

6.04K

Jun 30, 26

+314

0.00%

Moors & Cabot, Inc.

6.03K

Jun 30, 26

+1.42K

0.00%

WEALTH EFFECTS LLC

6.01K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

6.00K

Jun 30, 26

-5.18K

0.00%

Montecito Bank & Trust

5.97K

Jun 30, 26

0.00%

TrueWealth Advisors, LLC

5.94K

Jun 30, 26

-388

0.00%

CADINHA & CO LLC

5.93K

Jun 30, 26

-55

0.00%

Idaho Trust Bank

5.91K

Jun 30, 26

-856

0.00%

HighMark Wealth Management LLC

5.91K

Jun 30, 26

+167

0.00%

FIRST HORIZON CORP

5.91K

Jun 30, 26

-121

0.00%

Windward Private Wealth Management Inc.

5.90K

Jun 30, 26

0.00%

IPG Investment Advisors LLC

5.90K

Jun 30, 26

+802

0.00%

Lee Financial Co

5.84K

Jun 30, 26

-1.01K

0.00%

BANK OF NOVA SCOTIA

5.82K

Jun 30, 26

-3.05K

0.00%

WEALTHGARDEN F.S. LLC

5.81K

Jun 30, 26

-175

0.00%

MIDLAND WEALTH ADVISORS LLC

5.79K

Jun 30, 26

-350

0.00%

Corundum Group, Inc.

5.79K

Jun 30, 26

-180

0.00%

BOSTON FAMILY OFFICE LLC

5.74K

Jun 30, 26

0.00%

Hilltop National Bank

5.74K

Jun 30, 26

-567

0.00%

Sendero Wealth Management, LLC

5.69K

Jun 30, 26

0.00%

Vanguard Personalized Indexing Management, LLC

5.69K

Jun 30, 26

-315

0.00%

Venture Visionary Partners LLC

5.68K

Jun 30, 26

+266

0.00%

ROTHSCHILD INVESTMENT LLC

5.66K

Jun 30, 26

+15

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

5.65K

Jun 30, 26

+2.31K

0.00%

MN Wealth Advisors, LLC

5.61K

Jun 30, 26

-295

0.00%

FIRST NATIONAL BANK OF OMAHA

5.60K

Jun 30, 26

-75

0.00%

Blake Schutter Theil Wealth Advisors, LLC

5.58K

Jun 30, 26

0.00%

WESPAC Advisors, LLC

5.51K

Jun 30, 26

-952

0.00%

Strategic Family Wealth Counselors, L.L.C.

5.44K

Jun 30, 26

+165

0.00%

SOA Wealth Advisors, LLC.

5.44K

Jun 30, 26

0.00%

Lifeworks Advisors, LLC

5.40K

Jun 30, 26

-394

0.00%

CONNING INC.

5.39K

Jun 30, 26

0.00%

Fairscale Capital, LLC

5.39K

Jun 30, 26

-56

0.00%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

5.37K

Jun 30, 26

+21

0.00%

Wedmont Private Capital

5.35K

Jun 30, 26

-110

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.35K

Jun 30, 26

-107

0.00%

CHAPIN DAVIS, INC.

5.32K

Jun 30, 26

+23

0.00%

Towerpoint Wealth, LLC

5.32K

Jun 30, 26

-51

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

5.32K

Jun 30, 26

0.00%

Canopy Partners, LLC

5.30K

Jun 30, 26

0.00%

Zhang Financial LLC

5.26K

Jun 30, 26

+10

0.00%

QUADRANT CAPITAL GROUP LLC

5.25K

Jun 30, 26

-65

0.00%

Waldron Private Wealth LLC

5.24K

Jun 30, 26

0.00%

Michels Family Financial, LLC

5.24K

Jun 30, 26

-74

0.00%

AMG National Trust Bank

5.24K

Jun 30, 26

+26

0.00%

MidAtlantic Capital Management, Inc.

5.23K

Jun 30, 26

+22

0.00%

PACK Private Wealth, LLC

5.21K

Jun 30, 26

0.00%

BEACON FINANCIAL GROUP

5.20K

Jun 30, 26

-36

0.00%

New England Private Wealth Advisors LLC

5.20K

Jun 30, 26

0.00%

SEEDS INVESTOR LLC

5.18K

Jun 30, 26

-939

0.00%

Cooper Financial Group

5.17K

Jun 30, 26

-167

0.00%

Oxinas Partners Wealth Management LLC

5.17K

Jun 30, 26

+451

0.00%

Continuum Advisory, LLC

5.16K

Jun 30, 26

-154

0.00%

CARY STREET PARTNERS FINANCIAL LLC

5.13K

Jun 30, 26

+457

0.00%

Milestone Asset Management Group, LLC

5.10K

Jun 30, 26

+96

0.00%

RMB Capital Management, LLC

5.10K

Jun 30, 26

0.00%

Magnolia Private Wealth, LLC

5.08K

Jun 30, 26

+3.85K

0.00%

EverSource Wealth Advisors, LLC

5.04K

Jun 30, 26

-2.13K

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

5.03K

Jun 30, 26

-3

0.00%

MARINO, STRAM & ASSOCIATES LLC

5.02K

Jun 30, 26

+24

0.00%

Waterloo Capital, L.P.

5.02K

Jun 30, 26

+3.99K

0.00%

Turn8 Private Wealth Inc.

5.00K

Jun 30, 26

+5.00K

0.00%

Noble Family Wealth, LLC

5.00K

Jun 30, 26

0.00%

Birnam Oak Advisors, LP

5.00K

Jun 30, 26

0.00%

Net Worth Advisory Group

5.00K

Jun 30, 26

-46.95K

0.00%

LOWE BROCKENBROUGH & CO INC

4.96K

Jun 30, 26

-2.34K

0.00%

JSF Financial, LLC

4.89K

Jun 30, 26

-281

0.00%

Evensky & Katz LLC

4.82K

Jun 30, 26

-413

0.00%

Gallagher Capital Advisors, LLC

4.81K

Jun 30, 26

-153.81K

0.00%

Tarbox Family Office, Inc.

4.79K

Jun 30, 26

-1.01K

0.00%

BENJAMIN EDWARDS INC

4.79K

Jun 30, 26

-32

0.00%

Russell Investments Group, Ltd.

4.78K

Jun 30, 26

+814

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

4.78K

Jun 30, 26

-2.34K

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

4.77K

Jun 30, 26

-260

0.00%

WORLD EQUITY GROUP, INC.

4.76K

Jun 30, 26

-1.36K

0.00%

J. Safra Sarasin Holding AG

4.75K

Jun 30, 26

0.00%

Eagle Strategies LLC

4.75K

Jun 30, 26

+123

0.00%

Main Street Financial Solutions, LLC

4.74K

Jun 30, 26

+3.58K

0.00%

Provenance Wealth Advisors, LLC

4.73K

Jun 30, 26

0.00%

IAMS WEALTH MANAGEMENT, LLC

4.72K

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

4.69K

Jun 30, 26

+150

0.00%

Guardian Financial Partners, LLC

4.68K

Jun 30, 26

+16

0.00%

Pallas Capital Advisors LLC

4.67K

Jun 30, 26

-234

0.00%

Cornell Pochily Investment Advisors, Inc.

4.61K

Jun 30, 26

+1.03K

0.00%

Summit Trail Advisors, LLC

4.61K

Jun 30, 26

-866

0.00%

Tactive Advisors, LLC

4.60K

Jun 30, 26

-14

0.00%

JT Stratford LLC

4.60K

Jun 30, 26

-2.42K

0.00%

Neuberger Berman Group LLC

4.60K

Jun 30, 26

+70

0.00%

FSM Wealth Advisors, LLC

4.59K

Jun 30, 26

0.00%

Apollon Financial, LLC

4.59K

Jun 30, 26

+1.35K

0.00%

Fidelis Capital Partners, LLC

4.58K

Jun 30, 26

0.00%

CARRET ASSET MANAGEMENT, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

Independent Advisor Alliance

4.57K

Jun 30, 26

-24.04K

0.00%

Tidemark, LLC

4.55K

Jun 30, 26

-93

0.00%

Atlantic Edge Private Wealth Management, LLC

4.54K

Jun 30, 26

0.00%

Stratos Wealth Advisors, LLC

4.53K

Jun 30, 26

-134

0.00%

Moss Adams Wealth Advisors LLC

4.53K

Jun 30, 26

0.00%

NewEdge Wealth, LLC

4.51K

Jun 30, 26

-720

0.00%

Integrated Investment Consultants, LLC

4.51K

Jun 30, 26

-67

0.00%

Americana Partners, LLC

4.49K

Jun 30, 26

+299

0.00%

Versant Capital Management, Inc

4.48K

Jun 30, 26

0.00%

McGlone Suttner Wealth Management, Inc.

4.47K

Jun 30, 26

0.00%

MKT Advisors LLC

4.45K

Jun 30, 26

0.00%

ASPIRIANT, LLC

4.43K

Jun 30, 26

-2

0.00%

SageView Advisory Group, LLC

4.41K

Jun 30, 26

-28

0.00%

Ballentine Partners, LLC

4.41K

Jun 30, 26

0.00%

Flagship Private Wealth, LLC

4.39K

Jun 30, 26

+59

0.00%

CENTRAL TRUST Co

4.37K

Jun 30, 26

+159

0.00%

S&CO INC

4.35K

Jun 30, 26

0.00%

RCS Financial Planning, LLC

4.34K

Jun 30, 26

-510

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

4.33K

Jun 30, 26

-5.63K

0.00%

Tower Research Capital LLC (TRC)

4.33K

Jun 30, 26

-35.13K

0.00%

SouthState Corp

4.33K

Jun 30, 26

-45

0.00%

Bison Wealth, LLC

4.31K

Jun 30, 26

-45

0.00%

Connecticut Wealth Management, LLC

4.28K

Jun 30, 26

0.00%

KENNEDY INVESTMENT GROUP

4.28K

Jun 30, 26

-325

0.00%

Integras Partners LLC

4.28K

Jun 30, 26

+262

0.00%

Glassman Wealth Services

4.27K

Jun 30, 26

0.00%

Spectrum Planning & Advisory Services Inc.

4.25K

Jun 30, 26

-17

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

4.25K

Jun 30, 26

0.00%

Certified Advisory Corp

4.22K

Jun 30, 26

-967

0.00%

N.E.W. Advisory Services LLC

4.21K

Jun 30, 26

-415

0.00%

MBA Advisors LLC

4.21K

Jun 30, 26

-179

0.00%

Summit Asset Management, LLC

4.20K

Jun 30, 26

-71

0.00%

Arvest Bank Trust Division

4.15K

Jun 30, 26

+4.15K

0.00%

TUDOR INVESTMENT CORP ET AL

4.13K

Jun 30, 26

+4.13K

0.00%

MAYPORT, LLC

4.12K

Jun 30, 26

+11

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

4.12K

Jun 30, 26

0.00%

Oregon Pacific Wealth Management, LLC

4.12K

Jun 30, 26

-2

0.00%

Central Pacific Bank - Trust Division

4.11K

Jun 30, 26

0.00%

Clientfirst Wealth Management, LLC

4.07K

Jun 30, 26

0.00%

Freestone Capital Holdings, LLC

4.05K

Jun 30, 26

+736

0.00%

Blue Capital, Inc.

4.04K

Jun 30, 26

-1.40K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

4.03K

Jun 30, 26

+18

0.00%

Birch Hill Investment Advisors LLC

4.03K

Jun 30, 26

+280

0.00%

CFO4Life Group, LLC

4.02K

Jun 30, 26

+4.02K

0.00%

Carl P. Sherr & Co., LLC

4.02K

Jun 30, 26

0.00%

Thomasville National Bank

4.00K

Jun 30, 26

+4.00K

0.00%

Advisors Capital Management, LLC

4.00K

Jun 30, 26

+202

0.00%

Facet Wealth, Inc.

4.00K

Jun 30, 26

+276

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

3.98K

Jun 30, 26

-587

0.00%

INSPIRION WEALTH ADVISORS, LLC

3.97K

Jun 30, 26

-287

0.00%

Pacific Point Advisors, LLC

3.96K

Jun 30, 26

0.00%

HighPoint Advisor Group LLC

3.90K

Jun 30, 26

+43

0.00%

Cape Investment Advisory, Inc.

3.88K

Jun 30, 26

-526

0.00%

Crewe Advisors LLC

3.88K

Jun 30, 26

+1.17K

0.00%

DIMENSION CAPITAL MANAGEMENT LLC

3.87K

Jun 30, 26

0.00%

DURANTE & WATERS, LLC

3.87K

Jun 30, 26

-3.85K

0.00%

Caprock Group, LLC

3.87K

Jun 30, 26

+3.87K

0.00%

MACKENZIE FINANCIAL CORP

3.86K

Jun 30, 26

+3.86K

0.00%

Edgestream Partners, L.P.

3.82K

Jun 30, 26

+1.78K

0.00%

Empower Advisory Group, LLC

3.79K

Jun 30, 26

+1.26K

0.00%

JMG Financial Group, Ltd.

3.78K

Jun 30, 26

0.00%

CIBC WORLD MARKET INC.

3.78K

Jun 30, 26

-822

0.00%

Novak & Powell Financial Services, Inc.

3.78K

Jun 30, 26

+248

0.00%

Park Place Capital Corp

3.78K

Jun 30, 26

-1.00K

0.00%

Aprio Wealth Management, LLC

3.77K

Jun 30, 26

+51

0.00%

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

3.77K

Jun 30, 26

-605

0.00%

Lee-Kelleher Wealth Management

3.75K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

3.75K

Jun 30, 26

+209

0.00%

Vident Advisory, LLC

3.74K

Jun 30, 26

+202

0.00%

Gallagher Fiduciary Advisors, LLC

3.73K

Jun 30, 26

-866

0.00%

LongView Wealth Management

3.71K

Jun 30, 26

-466

0.00%

Atlatl Advisers LLC

3.71K

Jun 30, 26

-1.07K

0.00%

MIDDLETON & CO INC/MA

3.71K

Jun 30, 26

+205

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.69K

Jun 30, 26

+1.50K

0.00%

SIGNATUREFD, LLC

3.69K

Jun 30, 26

0.00%

Wick Capital Partners, LLC

3.68K

Jun 30, 26

-50

0.00%

Henrickson Nauta Wealth Advisors, Inc.

3.67K

Jun 30, 26

-80

0.00%

NBT BANK N A /NY

3.66K

Jun 30, 26

-57

0.00%

CATALYST FINANCIAL PARTNERS LLC

3.66K

Jun 30, 26

-121

0.00%

FORTRESS FINANCIAL GROUP, LLC

3.65K

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

3.65K

Jun 30, 26

+19

0.00%

Clarity Capital Advisors, LLC

3.64K

Jun 30, 26

0.00%

EASTERN BANK

3.63K

Jun 30, 26

-455

0.00%

Castleview Partners, LLC

3.63K

Jun 30, 26

+3.63K

0.00%

CVA Family Office, LLC

3.63K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

3.61K

Jun 30, 26

-682

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

3.61K

Jun 30, 26

-2.05K

0.00%

American Trust

3.59K

Jun 30, 26

+82

0.00%

Geometric Wealth Advisors

3.59K

Jun 30, 26

0.00%

KFA Private Wealth Group, LLC

3.58K

Jun 30, 26

+3.58K

0.00%

Strategic Equity Management

3.57K

Jun 30, 26

-41

0.00%

ANDERSON HOAGLAND & CO

3.56K

Jun 30, 26

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

3.56K

Jun 30, 26

-53

0.00%

DBK Financial Counsel, LLC

3.55K

Jun 30, 26

-2.60K

0.00%

Kovitz Investment Group Partners, LLC

3.55K

Jun 30, 26

-26

0.00%

Eagle Bay Advisors LLC

3.54K

Jun 30, 26

+3.54K

0.00%

Fifth Third Wealth Advisors LLC

3.47K

Jun 30, 26

+1.75K

0.00%

Jackson, Grant Investment Advisers, Inc.

3.46K

Jun 30, 26

+13

0.00%

Goelzer Investment Management, Inc.

3.45K

Jun 30, 26

+405

0.00%

VERITY Wealth Advisors

3.45K

Jun 30, 26

0.00%

Evergreen Wealth Solutions, LLC

3.44K

Jun 30, 26

+1.53K

0.00%

NORDEN GROUP LLC

3.44K

Jun 30, 26

0.00%

Kelman-Lazarov, Inc.

3.42K

Jun 30, 26

0.00%

Plan Group Financial, LLC

3.42K

Jun 30, 26

-7

0.00%

Fulcrum Equity Management

3.42K

Jun 30, 26

-660

0.00%

Embree Financial Group

3.41K

Jun 30, 26

-492

0.00%

Helium Advisors LLC

3.41K

Jun 30, 26

0.00%

Vanguard National Trust Co

3.41K

Jun 30, 26

0.00%

Integrity Wealth Solutions LLC

3.38K

Jun 30, 26

+51

0.00%

EPG Wealth Management LLC

3.37K

Jun 30, 26

+12

0.00%

Riverbend Wealth Management, LLC

3.36K

Jun 30, 26

-108

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

3.36K

Jun 30, 26

-182

0.00%

CAMDEN NATIONAL BANK

3.35K

Jun 30, 26

-116

0.00%

Pine Valley Investments Ltd Liability Co

3.35K

Jun 30, 26

-33

0.00%

Millington Financial Advisors, LLC

3.33K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

3.30K

Jun 30, 26

0.00%

C2C Wealth Management, LLC

3.30K

Jun 30, 26

-74

0.00%

Key FInancial Inc

3.30K

Jun 30, 26

-44

0.00%

DAVIS SELECTED ADVISERS

3.29K

Jun 30, 26

-8.34K

0.00%

CHILTON INVESTMENT CO INC.

3.28K

Jun 30, 26

0.00%

DEUTSCHE BANK AG\

3.27K

Jun 30, 26

-25

0.00%

Pinnacle Financial Group, LLC / IL

3.26K

Jun 30, 26

0.00%

Shulman DeMeo Asset Management LLC

3.25K

Jun 30, 26

0.00%

Quartz Partners, LLC

3.24K

Jun 30, 26

-335

0.00%

Hanlon Investment Management, Inc.

3.22K

Jun 30, 26

-2.09K

0.00%

Blankinship & Foster, LLC

3.22K

Jun 30, 26

-605

0.00%

MAGNOLIA CAPITAL MANAGEMENT LTD

3.21K

Jun 30, 26

-1.37K

0.00%

Financial Partners Group, Inc

3.20K

Jun 30, 26

-54

0.00%

1ST SOURCE BANK

3.19K

Jun 30, 26

-163

0.00%

Advisor OS, LLC

3.19K

Jun 30, 26

-57

0.00%

Atlanta Consulting Group Advisors, LLC

3.18K

Jun 30, 26

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

3.16K

Jun 30, 26

-2.22K

0.00%

IMA Wealth, Inc.

3.15K

Jun 30, 26

+2.55K

0.00%

Renasant Bank

3.13K

Jun 30, 26

-1.00K

0.00%

Elevated Capital Advisors, LLC

3.12K

Jun 30, 26

+582

0.00%

Foundation Wealth Management, LLC\PA

3.11K

Jun 30, 26

0.00%

GDS Wealth Management

3.11K

Jun 30, 26

+269

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

3.11K

Jun 30, 26

+1.60K

0.00%

Veracity Capital LLC

3.11K

Jun 30, 26

-444

0.00%

CAMELOT TECHNOLOGY ADVISORS, INC.

3.09K

Jun 30, 26

+10

0.00%

Guardian Asset Advisors, LLC

3.09K

Jun 30, 26

+68

0.00%

Capital Investment Advisors, LLC

3.08K

Jun 30, 26

+511

0.00%

Opal Wealth Advisors, LLC

3.07K

Jun 30, 26

-161

0.00%

Evergreen Private Wealth LLC

3.07K

Jun 30, 26

-154

0.00%

Royal Fund Management, LLC

3.06K

Jun 30, 26

-18

0.00%

Meeder Advisory Services, Inc.

3.04K

Jun 30, 26

+27

0.00%

Essex Savings Bank

3.01K

Jun 30, 26

-184

0.00%

MEMBERS WEALTH LLC

3.00K

Jun 30, 26

-250

0.00%

HSBC HOLDINGS PLC

3.00K

Jun 30, 26

+1.00K

0.00%

Total Clarity Wealth Management, Inc.

3.00K

Jun 30, 26

+3.00K

0.00%

CARDIFF PARK ADVISORS, LLC

2.97K

Jun 30, 26

0.00%

Oxler Private Wealth LLC

2.96K

Jun 30, 26

0.00%

FLP Wealth Management, LLC

2.96K

Jun 30, 26

-646

0.00%

Keel Point, LLC

2.94K

Jun 30, 26

+12

0.00%

Atlas Brown,Inc.

2.92K

Jun 30, 26

-79

0.00%

FIDUCIARY TRUST CO

2.92K

Jun 30, 26

-735

0.00%

Syntegra Private Wealth Group, LLC

2.92K

Jun 30, 26

-224

0.00%

New Republic Capital, LLC

2.91K

Jun 30, 26

-366

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.89K

Jun 30, 26

+36

0.00%

Integrated Capital Management, LLC

2.87K

Jun 30, 26

-132

0.00%

Keystone Wealth Services, LLC

2.87K

Jun 30, 26

-71

0.00%

VANGUARD ADVISERS INC

2.86K

Jun 30, 26

+137

0.00%

Spinnaker Investment Group, LLC

2.86K

Jun 30, 26

+2.86K

0.00%

WNY Asset Management, LLC

2.86K

Jun 30, 26

+19

0.00%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.84K

Jun 30, 26

+397

0.00%

MCF Advisors LLC

2.84K

Jun 30, 26

+221

0.00%

Sixth Street Partners Management Company, L.P.

2.84K

Jun 30, 26

+2.84K

0.00%

WATERSHED PRIVATE WEALTH LLC

2.83K

Jun 30, 26

-918

0.00%

Bellwether Advisors, LLC

2.82K

Jun 30, 26

+103

0.00%

Dynamic Advisor Solutions LLC

2.80K

Jun 30, 26

-566

0.00%

Independent Wealth Network Inc.

2.78K

Jun 30, 26

-47

0.00%

Madison Wealth Partners, Inc

2.77K

Jun 30, 26

-63

0.00%

POSTROCK PARTNERS LLC

2.77K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.76K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

2.76K

Jun 30, 26

-450

0.00%

Morton Capital Management LLC/CA

2.76K

Jun 30, 26

+110

0.00%

Edgemoor Investment Advisors, Inc.

2.75K

Jun 30, 26

-325

0.00%

HCR Wealth Advisors

2.75K

Jun 30, 26

+434

0.00%

Disciplined Investments, LLC

2.74K

Jun 30, 26

-214

0.00%

LYNCH & ASSOCIATES/IN

2.73K

Jun 30, 26

-25

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

2.71K

Jun 30, 26

0.00%

CAPITAL ADVISORS INC/OK

2.70K

Jun 30, 26

-1.37K

0.00%

Harvest Investment Services, LLC

2.69K

Jun 30, 26

-139

0.00%

Haverford Trust Co

2.69K

Jun 30, 26

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

2.69K

Jun 30, 26

0.00%

Claro Advisors LLC

2.68K

Jun 30, 26

0.00%

CWS Financial Advisors, LLC

2.65K

Jun 30, 26

0.00%

Prasad Wealth Partners, LLC

2.65K

Jun 30, 26

+10

0.00%

TRUST CO OF VIRGINIA /VA

2.64K

Jun 30, 26

0.00%

CGN Advisors LLC

2.63K

Jun 30, 26

+22

0.00%

WELCH & FORBES LLC

2.60K

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

2.60K

Jun 30, 26

+11

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

2.58K

Jun 30, 26

+250

0.00%

Winthrop Advisory Group LLC

2.56K

Jun 30, 26

+1.51K

0.00%

Confluence Wealth Services, Inc.

2.56K

Jun 30, 26

+112

0.00%

Advisory Alpha, LLC

2.55K

Jun 30, 26

+2.55K

0.00%

Gradient Capital Advisors, LLC

2.52K

Jun 30, 26

0.00%

High Net Worth Advisory Group LLC

2.50K

Jun 30, 26

0.00%

Ballentine Capital Advisors, Inc

2.49K

Jun 30, 26

0.00%

PSI Advisors, LLC

2.49K

Jun 30, 26

-2

0.00%

Hyundai Investments Co., Ltd.

2.48K

Jun 30, 26

+825

0.00%

SPINNAKER TRUST

2.48K

Jun 30, 26

-280

0.00%

Heritage Family Offices, LLP

2.47K

Jun 30, 26

-45

0.00%

SeaCrest Wealth Management, LLC

2.47K

Jun 30, 26

-654

0.00%

STRATEGY ASSET MANAGERS LLC

2.47K

Jun 30, 26

-869

0.00%

Benchmark Investment Advisors LLC

2.46K

Jun 30, 26

-3

0.00%

PUREfi Wealth, LLC

2.46K

Jun 30, 26

-587

0.00%

SkyOak Wealth, LLC

2.45K

Jun 30, 26

-8

0.00%

MONEYWISE, INC.

2.44K

Jun 30, 26

-24

0.00%

Verdence Capital Advisors LLC

2.42K

Jun 30, 26

-29

0.00%

Johnson Financial Group, Inc.

2.42K

Jun 30, 26

+191

0.00%

Ritter Daniher Financial Advisory LLC / DE

2.41K

Jun 30, 26

0.00%

LJI Wealth Management, LLC

2.41K

Jun 30, 26

+260

0.00%

OKABENA INVESTMENT SERVICES INC

2.40K

Jun 30, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

2.40K

Jun 30, 26

+715

0.00%

ALTFEST L J & CO INC

2.38K

Jun 30, 26

0.00%

Curbstone Financial Management Corp

2.37K

Jun 30, 26

0.00%

UNITED SERVICES AUTOMOBILE ASSOCIATION

2.37K

Jun 30, 26

+1.62K

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

2.37K

Jun 30, 26

+148

0.00%

Quent Capital, LLC

2.37K

Jun 30, 26

-161

0.00%

Klingman & Associates, LLC

2.36K

Jun 30, 26

-450

0.00%

Sage Mountain Advisors LLC

2.36K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

2.35K

Jun 30, 26

0.00%

4J Wealth Management LLC

2.34K

Jun 30, 26

-95

0.00%

Banque Cantonale Vaudoise

2.34K

Jun 30, 26

+1.12K

0.00%

TWO SIGMA SECURITIES, LLC

2.34K

Jun 30, 26

-224

0.00%

VSM Wealth Advisory, LLC

2.33K

Jun 30, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

2.33K

Jun 30, 26

+93

0.00%

FIRST NATIONAL TRUST CO

2.33K

Jun 30, 26

-15

0.00%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

2.33K

Jun 30, 26

0.00%

Journey Advisory Group, LLC

2.33K

Jun 30, 26

+12

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

2.33K

Jun 30, 26

-250

0.00%

Nuveen, LLC

2.31K

Jun 30, 26

+2.31K

0.00%

First Western Trust Bank

2.31K

Jun 30, 26

0.00%

Security National Bank

2.30K

Jun 30, 26

+1.73K

0.00%

GEN Financial Management, INC.

2.29K

Jun 30, 26

0.00%

CABOT WEALTH MANAGEMENT INC

2.29K

Jun 30, 26

0.00%

TBH Global Asset Management, LLC

2.28K

Jun 30, 26

0.00%

Clayton Financial Group LLC

2.28K

Jun 30, 26

0.00%

STAGE HARBOR FINANCIAL, LLC

2.28K

Jun 30, 26

-184

0.00%

Sequent Planning LLC

2.27K

Jun 30, 26

+169

0.00%

Tennessee Valley Asset Management Partners

2.27K

Jun 30, 26

-151

0.00%

Pinnacle Wealth Management Advisory Group, LLC

2.26K

Jun 30, 26

-25

0.00%

Aurora Private Wealth, Inc.

2.26K

Jun 30, 26

0.00%

Koesten, Hirschmann & Crabtree, INC.

2.25K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

2.21K

Jun 30, 26

+500

0.00%

Insight Advisors, LLC/ PA

2.20K

Jun 30, 26

-903

0.00%

Mosley Wealth Management

2.19K

Jun 30, 26

-19.06K

0.00%

Coastal Bridge Advisors, LLC

2.18K

Jun 30, 26

-246

0.00%

Busey Wealth Management

2.18K

Jun 30, 26

-22

0.00%

Parkwoods Wealth Partners, LLC

2.17K

Jun 30, 26

+2.17K

0.00%

Linscomb & Williams, Inc.

2.15K

Jun 30, 26

-1.07K

0.00%

Visionary Wealth Advisors

2.14K

Jun 30, 26

-42

0.00%

Element Wealth, LLC

2.14K

Jun 30, 26

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

2.14K

Jun 30, 26

+2.14K

0.00%

Community Bank, N.A.

2.14K

Jun 30, 26

-793

0.00%

STOCK YARDS BANK & TRUST CO

2.14K

Jun 30, 26

-362

0.00%

RiverFront Investment Group, LLC

2.14K

Jun 30, 26

+578

0.00%

Northwest Financial Advisors

2.14K

Jun 30, 26

0.00%

Retirement Planning Group

2.13K

Jun 30, 26

-202

0.00%

Veery Capital, LLC

2.13K

Jun 30, 26

+152

0.00%

IFG Advisors, LLC

2.13K

Jun 30, 26

0.00%

Salus Financial Advisors, LLC

2.12K

Jun 30, 26

+150

0.00%

Clarendon Private LLC

2.11K

Jun 30, 26

-116

0.00%

Kathmere Capital Management, LLC

2.11K

Jun 30, 26

0.00%

GUYASUTA INVESTMENT ADVISORS INC

2.11K

Jun 30, 26

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

2.10K

Jun 30, 26

-44

0.00%

Quantbot Technologies LP

2.10K

Jun 30, 26

+2.10K

0.00%

Analyst IMS Investment Management Services Ltd.

2.09K

Jun 30, 26

0.00%

Conservest Capital Advisors, Inc.

2.08K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

2.07K

Jun 30, 26

0.00%

Foguth Wealth Management, LLC.

2.07K

Jun 30, 26

-158

0.00%

Samalin Investment Counsel, LLC

2.07K

Jun 30, 26

-11

0.00%

Stone Point Wealth LLC

2.06K

Jun 30, 26

-11

0.00%

Stewardship Advisors, LLC

2.06K

Jun 30, 26

+274

0.00%

ELEMENT POINTE ADVISORS, LLC

2.06K

Jun 30, 26

-523

0.00%

Worth Financial Advisory Group, LLC

2.05K

Jun 30, 26

+2.05K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

2.05K

Jun 30, 26

+2.05K

0.00%

Armstrong, Fleming & Moore, Inc

2.05K

Jun 30, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

2.03K

Jun 30, 26

0.00%

REGATTA CAPITAL GROUP, LLC

2.02K

Jun 30, 26

-43

0.00%

KCM INVESTMENT ADVISORS LLC

2.00K

Jun 30, 26

0.00%

Almanack Investment Partners, LLC.

2.00K

Jun 30, 26

+953

0.00%

Wealthfront Advisers LLC

2.00K

Jun 30, 26

-231

0.00%

NOVUS ADVISORS, LLC

1.98K

Jun 30, 26

+47

0.00%

Brand Asset Management Group, Inc.

1.98K

Jun 30, 26

-432

0.00%

Perfromance Wealth Partners, LLC

1.97K

Jun 30, 26

0.00%

BLB&B Advisors, LLC

1.97K

Jun 30, 26

0.00%

AVISO WEALTH MANAGEMENT

1.96K

Jun 30, 26

0.00%

Curtis Advisory Group, LLC

1.96K

Jun 30, 26

0.00%

United Advisor Group, LLC

1.96K

Jun 30, 26

-8.90K

0.00%

Frontier Asset Management, LLC

1.96K

Jun 30, 26

-64

0.00%

TCP Asset Management, LLC

1.93K

Jun 30, 26

0.00%

NTV ASSET MANAGEMENT LLC

1.93K

Jun 30, 26

-85

0.00%

Affiance Financial, LLC

1.92K

Jun 30, 26

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

1.91K

Jun 30, 26

0.00%

Compass Financial Services Inc

1.91K

Jun 30, 26

0.00%

Ironwood Investment Counsel, LLC

1.91K

Jun 30, 26

-89

0.00%

Bank OZK

1.90K

Jun 30, 26

-49

0.00%

Kure Advisory, LLC

1.90K

Jun 30, 26

+1.90K

0.00%

PROTECTIVE LIFE CORP

1.90K

Jun 30, 26

-522

0.00%

AssuredPartners Investment Advisors, LLC

1.90K

Jun 30, 26

+1.90K

0.00%

TWO SIGMA INVESTMENTS, LP

1.90K

Jun 30, 26

+1.90K

0.00%

Marex Group plc

1.90K

Jun 30, 26

+743

0.00%

LGL PARTNERS, LLC

1.90K

Jun 30, 26

0.00%

AA Financial Advisors, LLC

1.89K

Jun 30, 26

-359

0.00%

Larson Financial Group LLC

1.89K

Jun 30, 26

-125

0.00%

Level Wealth Management LLC

1.89K

Jun 30, 26

-41

0.00%

MONECO Advisors, LLC

1.88K

Jun 30, 26

-53

0.00%

FULTON BANK, N.A.

1.87K

Jun 30, 26

-63

0.00%

TRUST CO OF VERMONT

1.86K

Jun 30, 26

+1.86K

0.00%

Capstone Triton Financial Group, LLC

1.86K

Jun 30, 26

-1.84K

0.00%

Weaver Consulting Group

1.85K

Jun 30, 26

0.00%

GRANDFIELD & DODD, LLC

1.85K

Jun 30, 26

0.00%

ShoreHaven Wealth Partners, LLC

1.84K

Jun 30, 26

-50

0.00%

Fundamentum, LLC

1.84K

Jun 30, 26

+130

0.00%

Onyx Bridge Wealth Group LLC

1.84K

Jun 30, 26

0.00%

UNION SAVINGS BANK

1.84K

Jun 30, 26

0.00%

Hara Capital LLC

1.83K

Jun 30, 26

-500

0.00%

Annex Advisory Services, LLC

1.82K

Jun 30, 26

0.00%

MOODY LYNN & LIEBERSON, LLC

1.81K

Jun 30, 26

-102

0.00%

WOODMONT INVESTMENT COUNSEL LLC

1.81K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

1.81K

Jun 30, 26

-4

0.00%

Impact Partnership Wealth, LLC

1.80K

Jun 30, 26

-639

0.00%

UNIQUE WEALTH, LLC

1.79K

Jun 30, 26

+15

0.00%

Old North State Trust, LLC

1.78K

Jun 30, 26

0.00%

Boston Partners

1.78K

Jun 30, 26

+1.78K

0.00%

BankPlus Trust Department

1.77K

Jun 30, 26

+1.65K

0.00%

ENZI WEALTH

1.77K

Jun 30, 26

-236

0.00%

BROWN WEALTH MANAGEMENT, LLC

1.75K

Jun 30, 26

0.00%

L & S Advisors Inc

1.75K

Jun 30, 26

+266

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.75K

Jun 30, 26

-45

0.00%

NORTHSTAR ASSET MANAGEMENT INC

1.75K

Jun 30, 26

0.00%

Squarepoint Ops LLC

1.74K

Jun 30, 26

+1.74K

0.00%

MOSAIC FINANCIAL GROUP, LLC

1.74K

Jun 30, 26

0.00%

Newton One Investments LLC

1.74K

Jun 30, 26

0.00%

Beacon Bridge Wealth Partners, LLC

1.73K

Jun 30, 26

-191

0.00%

Breakwater Capital Group

1.73K

Jun 30, 26

+16

0.00%

Peterson Wealth Advisors, LLC

1.72K

Jun 30, 26

0.00%

LCNB CORP

1.72K

Jun 30, 26

0.00%

BEACON FINANCIAL PLANNING, INC

1.71K

Jun 30, 26

0.00%

ALLIUM FINANCIAL ADVISORS, LLC

1.71K

Jun 30, 26

-178

0.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

1.69K

Jun 30, 26

-325

0.00%

STANSBERRY ASSET MANAGEMENT, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

Empowered Funds, LLC

1.68K

Jun 30, 26

-75

0.00%

Processus Wealth & Capital Management, LLC

1.68K

Jun 30, 26

-142

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

1.68K

Jun 30, 26

+13

0.00%

Williams Jones Wealth Management, LLC.

1.67K

Jun 30, 26

+189

0.00%

American Investment Services, Inc.

1.67K

Jun 30, 26

0.00%

Permanent Capital Management, LP

1.67K

Jun 30, 26

+115

0.00%

Seros Financial, LLC

1.66K

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

1.66K

Jun 30, 26

-710

0.00%

United Community Bank

1.65K

Jun 30, 26

-20

0.00%

WIMMER ASSOCIATES 1, LLC

1.65K

Jun 30, 26

0.00%

Financial Services Advisory Inc

1.65K

Jun 30, 26

-170

0.00%

First County Bank /CT/

1.64K

Jun 30, 26

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

1.64K

Jun 30, 26

0.00%

One Capital Management, LLC

1.64K

Jun 30, 26

0.00%

Stirlingshire Investments, Inc.

1.63K

Jun 30, 26

-595

0.00%

Colorado Capital Management, Inc.

1.63K

Jun 30, 26

-545

0.00%

Navalign, LLC

1.61K

Jun 30, 26

-12

0.00%

Carnegie Capital Asset Management, LLC

1.61K

Jun 30, 26

-418

0.00%

Friday Financial

1.60K

Jun 30, 26

0.00%

ProVise Management Group, LLC

1.60K

Jun 30, 26

-119

0.00%

NWF Advisory Services Inc.

1.59K

Jun 30, 26

-59

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

1.58K

Jun 30, 26

-196

0.00%

Paradigm, Strategies in Wealth Management, LLC

1.58K

Jun 30, 26

0.00%

FIDUCIENT ADVISORS LLC

1.58K

Jun 30, 26

-420

0.00%

Timonier Family Office, LTD.

1.57K

Jun 30, 26

+1.57K

0.00%

Brooklyn FI, LLC

1.57K

Jun 30, 26

0.00%

VeraBank, N.A.

1.57K

Jun 30, 26

-140

0.00%

Raab & Moskowitz Asset Management LLC

1.55K

Jun 30, 26

-87

0.00%

Francis Financial, Inc.

1.55K

Jun 30, 26

0.00%

McHugh Group, LLC

1.55K

Jun 30, 26

0.00%

Bank of New Hampshire

1.54K

Jun 30, 26

-100

0.00%

Aspen Investment Management Inc

1.54K

Jun 30, 26

0.00%

Courage Miller Partners, LLC

1.54K

Jun 30, 26

-6

0.00%

GAMMA Investing LLC

1.54K

Jun 30, 26

-31

0.00%

HORIZON FINANCIAL SERVICES, LLC

1.53K

Jun 30, 26

+1.53K

0.00%

Caitlin John, LLC

1.52K

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

1.52K

Jun 30, 26

+503

0.00%

CITY HOLDING CO

1.51K

Jun 30, 26

0.00%

Sargent Investment Group, LLC

1.50K

Jun 30, 26

0.00%

MONETARY MANAGEMENT GROUP INC

1.50K

Jun 30, 26

0.00%

KRS Capital Management, LLC

1.50K

Jun 30, 26

0.00%

Beaumont Financial Advisors, LLC

1.49K

Jun 30, 26

0.00%

MONTCHANIN ASSET MANAGEMENT, LLC

1.48K

Jun 30, 26

0.00%

180 WEALTH ADVISORS, LLC

1.48K

Jun 30, 26

-135

0.00%

LaFleur & Godfrey LLC

1.48K

Jun 30, 26

0.00%

Optivise Advisory Services LLC

1.47K

Jun 30, 26

-279

0.00%

Pacific Sage Partners, LLC

1.47K

Jun 30, 26

0.00%

Arkos Global Advisors

1.47K

Jun 30, 26

0.00%

Wealthquest Corp

1.47K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

1.47K

Jun 30, 26

0.00%

Fortis Advisors, LLC

1.46K

Jun 30, 26

-105

0.00%

Gallacher Capital Management LLC

1.46K

Jun 30, 26

-1.85K

0.00%

BancFirst Trust & Investment Management

1.46K

Jun 30, 26

-748

0.00%

Lantern Wealth Advisors, LLC

1.45K

Jun 30, 26

+29

0.00%

APPLETON PARTNERS INC/MA

1.44K

Jun 30, 26

0.00%

BALDWIN BROTHERS LLC/MA

1.44K

Jun 30, 26

0.00%

Manchester Capital Management LLC

1.43K

Jun 30, 26

-260

0.00%

Summit Financial Wealth Advisors, LLC

1.43K

Jun 30, 26

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

1.43K

Jun 30, 26

0.00%

Alpha Financial Partners, LLC

1.42K

Jun 30, 26

+155

0.00%

Kendall Capital Management

1.41K

Jun 30, 26

-33

0.00%

Evolution Wealth Advisors, LLC

1.41K

Jun 30, 26

-46

0.00%

Blue Chip Partners, LLC

1.41K

Jun 30, 26

0.00%

Everhart Financial Group, Inc.

1.41K

Jun 30, 26

-11

0.00%

Global Financial Private Client, LLC

1.41K

Jun 30, 26

-516

0.00%

LFA - Lugano Financial Advisors SA

1.40K

Jun 30, 26

0.00%

Black Swift Group, LLC

1.40K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

1.40K

Jun 30, 26

0.00%

SAGE FINANCIAL GROUP INC

1.40K

Jun 30, 26

+118

0.00%

Vista Private Wealth Partners. LLC

1.40K

Jun 30, 26

0.00%

Strategic Financial Partners, Ltd.

1.40K

Jun 30, 26

+1.40K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

1.40K

Jun 30, 26

0.00%

Strathmore Capital Advisors, Inc.

1.39K

Jun 30, 26

+89

0.00%

Independence Bank of Kentucky

1.39K

Jun 30, 26

0.00%

Inspire Advisors, LLC

1.39K

Jun 30, 26

-156

0.00%

Kapstone Financial Advisors LLC

1.38K

Jun 30, 26

0.00%

Clark Asset Management, LLC

1.38K

Jun 30, 26

+94

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.38K

Jun 30, 26

-391

0.00%

MCIA Inc

1.37K

Jun 30, 26

-82

0.00%

FIRST INTERSTATE BANK

1.37K

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

1.36K

Jun 30, 26

-196

0.00%

Partners in Financial Planning

1.36K

Jun 30, 26

0.00%

West Branch Capital LLC

1.35K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.35K

Jun 30, 26

0.00%

JTC Employer Solutions Trustee Ltd

1.35K

Jun 30, 26

0.00%

Thrive Wealth Management, LLC

1.34K

Jun 30, 26

-54

0.00%

Nalls Sherbakoff Group, LLC

1.34K

Jun 30, 26

0.00%

KMG FIDUCIARY PARTNERS, LLC

1.34K

Jun 30, 26

-34.49K

0.00%

Sagace Wealth Management LLC

1.34K

Jun 30, 26

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

1.33K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

1.33K

Jun 30, 26

-2

0.00%

NOVEM GROUP

1.33K

Jun 30, 26

+293

0.00%

Family Office Research LLC

1.33K

Jun 30, 26

0.00%

Goodwin Investment Advisory

1.32K

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.32K

Jun 30, 26

0.00%

RMR Wealth Builders

1.31K

Jun 30, 26

0.00%

Aufman Associates Inc

1.31K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

1.31K

Jun 30, 26

+146

0.00%

Legacy Trust

1.30K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.30K

Jun 30, 26

0.00%

Copia Wealth Management

1.30K

Jun 30, 26

-18

0.00%

Single Point Partners, LLC

1.30K

Jun 30, 26

0.00%

COTTONWOOD CAPITAL ADVISORS, LLC

1.29K

Jun 30, 26

0.00%

TL Private Wealth

1.29K

Jun 30, 26

+27

0.00%

Grove Bank & Trust

1.29K

Jun 30, 26

0.00%

SYM FINANCIAL Corp

1.29K

Jun 30, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

1.28K

Jun 30, 26

-18

0.00%

MMBG INVESTMENT ADVISORS CO.

1.27K

Jun 30, 26

0.00%

ROMANO BROTHERS AND COMPANY

1.27K

Jun 30, 26

0.00%

Chesapeake Wealth Management

1.27K

Jun 30, 26

-43

0.00%

Campion Asset Management

1.27K

Jun 30, 26

-163

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

1.26K

Jun 30, 26

+144

0.00%

Ullmann Wealth Partners Group, LLC

1.26K

Jun 30, 26

+1.26K

0.00%

Berger Financial Group, Inc

1.26K

Jun 30, 26

+94

0.00%

Octavia Wealth Advisors, LLC

1.26K

Jun 30, 26

-347

0.00%

Huntleigh Advisors, Inc.

1.26K

Jun 30, 26

+12

0.00%

Proactive Wealth Strategies LLC

1.25K

Jun 30, 26

-151

0.00%

Genesee Capital Advisors, LLC

1.25K

Jun 30, 26

0.00%

Bangor Savings Bank

1.25K

Jun 30, 26

-51

0.00%

Legacy Financial Strategies, LLC

1.25K

Jun 30, 26

+136

0.00%

Vernal Point Advisors, LLC

1.25K

Jun 30, 26

0.00%

CIM, LLC

1.24K

Jun 30, 26

+12

0.00%

Hurlow Wealth Management Group, Inc.

1.24K

Jun 30, 26

0.00%

Garden State Investment Advisory Services LLC

1.24K

Jun 30, 26

0.00%

Putney Financial Group LLC

1.24K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.24K

Jun 30, 26

+125

0.00%

Ellevest, Inc.

1.23K

Jun 30, 26

0.00%

CORA CAPITAL ADVISORS LLC

1.23K

Jun 30, 26

0.00%

FORTRESS PRIVATE LEDGER, LLC

1.22K

Jun 30, 26

0.00%

CLUNE & ASSOCIATES, LTD.

1.22K

Jun 30, 26

-69

0.00%

Presidio Capital Management, LLC

1.22K

Jun 30, 26

+267

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

1.21K

Jun 30, 26

+1.21K

0.00%

Fiduciary Group LLC

1.21K

Jun 30, 26

0.00%

Y-Intercept (Hong Kong) Ltd

1.21K

Jun 30, 26

+1.21K

0.00%

WoodTrust Financial Corp

1.20K

Jun 30, 26

0.00%

Investment Partners Asset Management, Inc.

1.20K

Jun 30, 26

0.00%

Capital Management Associates, Inc

1.20K

Jun 30, 26

+1.20K

0.00%

Walkner Condon Financial Advisors LLC

1.19K

Jun 30, 26

+1.19K

0.00%

Sageworth Trust Co of South Dakota

1.19K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

1.19K

Jun 30, 26

0.00%

HM PAYSON & CO

1.19K

Jun 30, 26

0.00%

Balboa Wealth Partners

1.19K

Jun 30, 26

-45

0.00%

Portland Global Advisors LLC

1.19K

Jun 30, 26

0.00%

VICTORY FINANCIAL GROUP, LLC

1.18K

Jun 30, 26

+1.18K

0.00%

REAP Financial Group, LLC

1.18K

Jun 30, 26

-3

0.00%

CWA Asset Management Group, LLC

1.18K

Jun 30, 26

-318

0.00%

CAPE ANN SAVINGS BANK

1.18K

Jun 30, 26

0.00%

Dakota Wealth Management

1.17K

Jun 30, 26

+181

0.00%

David J Yvars Group

1.16K

Jun 30, 26

-10

0.00%

MARIETTA INVESTMENT PARTNERS LLC

1.16K

Jun 30, 26

0.00%

Bestgate Wealth Advisors, LLC

1.16K

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

1.16K

Jun 30, 26

-7

0.00%

Simmons Bank

1.15K

Jun 30, 26

-33

0.00%

LAZARD ASSET MANAGEMENT LLC

1.15K

Jun 30, 26

0.00%

Mainstream Capital Management LLC

1.15K

Jun 30, 26

0.00%

Western Financial Corp/CA

1.15K

Jun 30, 26

-275

0.00%

Longview Financial Advisors, Inc.

1.15K

Jun 30, 26

0.00%

Hills Bank & Trust Co

1.15K

Jun 30, 26

0.00%

TRUEFG, LLC

1.15K

Jun 30, 26

0.00%

MAIRS & POWER INC

1.14K

Jun 30, 26

0.00%

Rockwood Wealth Management, LLC

1.14K

Jun 30, 26

-650

0.00%

Westover Capital Advisors, LLC

1.13K

Jun 30, 26

0.00%

Canvas Wealth Advisors, LLC

1.13K

Jun 30, 26

-210

0.00%

Corundum Trust Company, INC

1.13K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

1.13K

Jun 30, 26

0.00%

Axim Planning & Wealth

1.12K

Jun 30, 26

-76

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.11K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

1.10K

Jun 30, 26

+120

0.00%

Vanguard Capital Wealth Advisors

1.10K

Jun 30, 26

+1.10K

0.00%

CONSILIO WEALTH ADVISORS, LLC

1.10K

Jun 30, 26

+1.10K

0.00%

OARSMAN CAPITAL, INC.

1.09K

Jun 30, 26

-65

0.00%

Coastal Investment Advisors, Inc.

1.09K

Jun 30, 26

-64

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

1.09K

Jun 30, 26

0.00%

VAUGHAN DAVID INVESTMENTS LLC/IL

1.09K

Jun 30, 26

0.00%

Freedom Day Solutions, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

TRITONPOINT WEALTH, LLC

1.08K

Jun 30, 26

0.00%

CarsonAllaria Wealth Management, Ltd.

1.08K

Jun 30, 26

+81

0.00%

Sage Financial Management Group, Inc.

1.07K

Jun 30, 26

0.00%

Accretive Wealth Partners, LLC

1.07K

Jun 30, 26

0.00%

Acorn Wealth Advisors, LLC

1.06K

Jun 30, 26

-140

0.00%

HARRELL INVESTMENT PARTNERS, LLC

1.05K

Jun 30, 26

-325

0.00%

Segment Wealth Management, LLC

1.05K

Jun 30, 26

0.00%

CERTUITY, LLC

1.05K

Jun 30, 26

0.00%

Catalytic Wealth RIA, LLC

1.05K

Jun 30, 26

-1.19K

0.00%

Princeton Global Asset Management LLC

1.05K

Jun 30, 26

-50

0.00%

MANCHESTER FINANCIAL INC

1.05K

Jun 30, 26

-41

0.00%

PATTEN & PATTEN INC/TN

1.05K

Jun 30, 26

0.00%

BURNS J W & CO INC/NY

1.04K

Jun 30, 26

+1.04K

0.00%

TCI Wealth Advisors, Inc.

1.03K

Jun 30, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.03K

Jun 30, 26

0.00%

Silver Oak Advisory Group, Inc.

1.03K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

Zullo Investment Group, Inc.

1.02K

Jun 30, 26

0.00%

Aviance Capital Partners, LLC

1.02K

Jun 30, 26

0.00%

Paulson Wealth Management Inc.

1.02K

Jun 30, 26

-225

0.00%

Team Financial Group, LLC

1.01K

Jun 30, 26

+49

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.01K

Jun 30, 26

0.00%

ANB BANK

1.01K

Jun 30, 26

-18

0.00%

Crumly & Associates Inc.

1.01K

Jun 30, 26

0.00%

Bienville Capital Management, LLC

1.01K

Jun 30, 26

+1.01K

0.00%

Shoker Investment Counsel, Inc.

1.00K

Jun 30, 26

0.00%

One Charles Private Wealth Services, LLC

1.00K

Jun 30, 26

-423

0.00%

Old Port Advisors

995

Jun 30, 26

0.00%

Stanich Group LLC

995

Jun 30, 26

+995

0.00%

Farringdon Capital, Ltd.

991

Jun 30, 26

+991

0.00%

PENNINGTON PARTNERS & CO., LLC

990

Jun 30, 26

0.00%

Benin Management CORP

990

Jun 30, 26

0.00%

DAVIS R M INC

982

Jun 30, 26

0.00%

Cove Private Wealth, LLC

982

Jun 30, 26

0.00%

INGALLS & SNYDER LLC

979

Jun 30, 26

0.00%

Maple Capital Management, Inc.

978

Jun 30, 26

+978

0.00%

Richmond Investment Services, LLC

977

Jun 30, 26

-8.11K

0.00%

Bridgewealth Advisory Group, LLC

965

Jun 30, 26

0.00%

Pacific Asset Management, LLC

964

Jun 30, 26

0.00%

Inscription Capital, LLC

964

Jun 30, 26

0.00%

Columbus Macro, LLC

964

Jun 30, 26

0.00%

Trinity Wealth Management, LLC

964

Jun 30, 26

-146

0.00%

CASTLEKEEP INVESTMENT ADVISORS LLC

963

Jun 30, 26

0.00%

IFC Advisors LLC

958

Jun 30, 26

-96

0.00%

Human Investing LLC

957

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

951

Jun 30, 26

0.00%

Mathes Company, Inc.

950

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

947

Jun 30, 26

+947

0.00%

Horizon Investments, LLC

946

Jun 30, 26

-946

0.00%

Ascension Capital Advisors, Inc.

943

Jun 30, 26

-84

0.00%

Sound View Wealth Advisors Group, LLC

933

Jun 30, 26

+933

0.00%

HOLLENCREST CAPITAL MANAGEMENT

931

Jun 30, 26

0.00%

FOCUS Wealth Advisors, LLC

930

Jun 30, 26

+930

0.00%

Turim 21 Investimentos Ltda.

929

Jun 30, 26

0.00%

PDS Planning, Inc

926

Jun 30, 26

-22

0.00%

Strategic Wealth Partners, Ltd.

925

Jun 30, 26

0.00%

PARTHENON LLC

925

Jun 30, 26

+925

0.00%

Ethos Financial Group, LLC

924

Jun 30, 26

-454

0.00%

Red Door Wealth Management, LLC

921

Jun 30, 26

+921

0.00%

MONEY CONCEPTS CAPITAL CORP

920

Jun 30, 26

+920

0.00%

Howard Capital Management Group, LLC

917

Jun 30, 26

+917

0.00%

Strategic Wealth Investment Group, LLC

916

Jun 30, 26

+916

0.00%

Omnia Family Wealth, LLC

913

Jun 30, 26

+913

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

913

Jun 30, 26

-87

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

911

Jun 30, 26

+911

0.00%

Kraft, Davis & Associates, LLC

906

Jun 30, 26

0.00%

Missouri Trust & Investment Co

906

Jun 30, 26

-321

0.00%

Uniting Wealth Partners, LLC

900

Jun 30, 26

+900

0.00%

Schoolcraft Capital LLC

894

Jun 30, 26

+894

0.00%

Next Level Private LLC

894

Jun 30, 26

-244

0.00%

Meridian Wealth Management, LLC

891

Jun 30, 26

-102

0.00%

Waterfront Wealth Inc.

891

Jun 30, 26

+891

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

890

Jun 30, 26

+890

0.00%

OPTIMA CAPITAL LLC

888

Jun 30, 26

+888

0.00%

Wiser Advisor Group LLC

886

Jun 30, 26

0.00%

True North Advisors, LLC

885

Jun 30, 26

+885

0.00%

VESTIA PERSONAL WEALTH ADVISORS

883

Jun 30, 26

+883

0.00%

Tradewinds, LLC.

875

Jun 30, 26

-377

0.00%

Trifecta Capital Advisors, LLC

874

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

869

Jun 30, 26

0.00%

SevenBridge Financial Group, LLC

868

Jun 30, 26

+868

0.00%

Fairway Wealth LLC

866

Jun 30, 26

-496

0.00%

Provident Wealth Management, LLC

852

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

850

Jun 30, 26

0.00%

Rossby Financial, LCC

835

Jun 30, 26

-189

0.00%

BALLAST ADVISORS LLC

834

Jun 30, 26

0.00%

Mechanics Financial Corp

830

Jun 30, 26

0.00%

Financial Perspectives, Inc

827

Jun 30, 26

0.00%

Dunhill Financial, LLC

799

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

784

Jun 30, 26

+100

0.00%

Biltmore Family Office, LLC

756

Jun 30, 26

0.00%

ESL Trust Services, LLC

753

Jun 30, 26

+753

0.00%

Bogart Wealth, LLC

741

Jun 30, 26

-132

0.00%

Activest Wealth Management

738

Jun 30, 26

-3.03K

0.00%

Legacy Bridge, LLC

728

Jun 30, 26

-1

0.00%

Millstone Evans Group, LLC

715

Jun 30, 26

0.00%

City State Bank

676

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

671

Jun 30, 26

+665

0.00%

Stelac Advisory Services LLC

657

Jun 30, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

657

Jun 30, 26

0.00%

Colonial Trust Co / SC

651

Jun 30, 26

-6

0.00%

Founders Capital Management

638

Jun 30, 26

+31

0.00%

Mascoma Wealth Management LLC

638

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

629

Jun 30, 26

-3.55K

0.00%

Triumph Capital Management

621

Jun 30, 26

-416

0.00%

Family Management Corp

616

Jun 30, 26

0.00%

First PREMIER Bank

614

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

604

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

584

Jun 30, 26

+11

0.00%

Quest 10 Wealth Builders, Inc.

583

Jun 30, 26

-142

0.00%

Greykasell Wealth Strategies, Inc.

576

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

574

Jun 30, 26

+574

0.00%

Front Row Advisors LLC

560

Jun 30, 26

0.00%

Financial Life Planners

557

Jun 30, 26

0.00%

Black Cypress Capital Management, LLC

539

Jun 30, 26

0.00%

TFC Financial Management, Inc.

535

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

516

Jun 30, 26

0.00%

ATLAS CAPITAL ADVISORS LLC

516

Jun 30, 26

+516

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

512

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

495

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

493

Jun 30, 26

-54

0.00%

Morling Financial Advisors, LLC

457

Jun 30, 26

+457

0.00%

Belvedere Trading LLC

454

Jun 30, 26

+454

0.00%

Pillar Financial Advisors, LLC

450

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

437

Jun 30, 26

+437

0.00%

WealthCollab, LLC

436

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

428

Jun 30, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

417

Jun 30, 26

+417

0.00%

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

399

Jun 30, 26

0.00%

Advantage Trust Co

385

Jun 30, 26

0.00%

384

Jun 30, 26

0.00%

Archer Investment Corp

380

Jun 30, 26

+24

0.00%

SIMPLEX TRADING, LLC

379

Jun 30, 26

+379

0.00%

First Pacific Financial

378

Jun 30, 26

+73

0.00%

Insight Inv LLC

376

Jun 30, 26

0.00%

Cordant, Inc.

373

Jun 30, 26

+373

0.00%

Rice Partnership, LLC

364

Jun 30, 26

-76

0.00%

PROFFITT & GOODSON INC

362

Jun 30, 26

-218

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

359

Jun 30, 26

0.00%

CoreFirst Bank & Trust

355

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

352

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

352

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

338

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

337

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

316

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

315

Jun 30, 26

+315

0.00%

Paladin Advisory Group, LLC

302

Jun 30, 26

0.00%

Western Pacific Wealth Management, LP

301

Jun 30, 26

0.00%

Hamilton Point Investment Advisors, LLC

294

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

290

Jun 30, 26

+90

0.00%

JPL Wealth Management, LLC

284

Jun 30, 26

+284

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

280

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

276

Jun 30, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

271

Jun 30, 26

0.00%

Burk Holdings LLC

269

Jun 30, 26

0.00%

Nemes Rush Group LLC

267

Jun 30, 26

0.00%

Roxbury Financial LLC

262

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

254

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

254

Jun 30, 26

+254

0.00%

Crews Bank & Trust

234

Jun 30, 26

-536

0.00%

Golden State Equity Partners

233

Jun 30, 26

-7.12K

0.00%

Allspring Global Investments Holdings, LLC

231

Jun 30, 26

+231

0.00%

HHM Wealth Advisors, LLC

225

Jun 30, 26

0.00%

Concord Wealth Partners

217

Jun 30, 26

+217

0.00%

Rosenberg Matthew Hamilton

217

Jun 30, 26

-62

0.00%

Rossmore Private Capital

211

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

209

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

202

Jun 30, 26

0.00%

JNBA Financial Advisors

200

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

200

Jun 30, 26

+200

0.00%

DUNCKER STREETT & CO INC

200

Jun 30, 26

0.00%

Morse Asset Management, Inc

200

Jun 30, 26

0.00%

ATWOOD & PALMER INC

196

Jun 30, 26

0.00%

Graney & King, LLC

193

Jun 30, 26

0.00%

one8zero8, LLC

175

Jun 30, 26

+175

0.00%

Knuff & Co LLC

175

Jun 30, 26

0.00%

TD Capital Management LLC

169

Jun 30, 26

-67

0.00%

Indiana Trust & Investment Management CO

169

Jun 30, 26

-22

0.00%

Spectrum Wealth Advisory Group, LLC

168

Jun 30, 26

+168

0.00%

Harbor Asset Planning, Inc.

156

Jun 30, 26

0.00%

VIMA LLC

155

Jun 30, 26

+155

0.00%

Guardian Partners Inc.

155

Jun 30, 26

+155

0.00%

Colony Family Offices, LLC

154

Jun 30, 26

0.00%

Kentucky Trust Co

150

Jun 30, 26

0.00%

Hurley Capital, LLC

131

Jun 30, 26

0.00%

Avion Wealth

130

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

123

Jun 30, 26

0.00%

RMG Wealth Management LLC

120

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

120

Jun 30, 26

+120

0.00%

Abound Wealth Management

112

Jun 30, 26

0.00%

Davis Capital Management

112

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

111

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

110

Jun 30, 26

0.00%

Westside Investment Management, Inc.

105

Jun 30, 26

+30

0.00%

Fortis Group Advisors, LLC

100

Jun 30, 26

0.00%

Truvestments Capital LLC

100

Jun 30, 26

0.00%

Community Financial Services Group, LLC

100

Jun 30, 26

0.00%

GREAT LAKES ADVISORS, LLC

Jun 30, 26

+85

0.00%

DB Fitzpatrick & Co, Inc

Jun 30, 26

0.00%

Hartford Financial Management Inc.

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

Jun 30, 26

-4

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

MRP Capital Investments, LLC

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

10Elms LLP

Jun 30, 26

+74

0.00%

Orion Capital Management LLC

Jun 30, 26

+23

0.00%

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

0.00%

Coastline Trust Co

Jun 30, 26

0.00%

Colonial Trust Advisors

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

-186

0.00%

Field & Main Bank

Jun 30, 26

0.00%

Fairman Group, LLC

Jun 30, 26

+58

0.00%

HALLMARK CAPITAL MANAGEMENT INC

Jun 30, 26

0.00%

Collier Financial

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+23

0.00%

Bruce G. Allen Investments, LLC

Jun 30, 26

0.00%

Imprint Wealth LLC

Jun 30, 26

-952

0.00%

Investors Research Corp

Jun 30, 26

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+36

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

Jun 30, 26

+26

0.00%

Clean Yield Group

Jun 30, 26

+24

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

Cheviot Value Management, LLC

Jun 30, 26

0.00%

Peachtree Investment Partners, LLC

Jun 30, 26

-37

0.00%

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

Jun 30, 26

0.00%

CHELSEA COUNSEL CO

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+17

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Midwest Capital Advisors, LLC

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

Optiver Holding B.V.

Jun 30, 26

0.00%

VISION FINANCIAL MARKETS LLC

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Mosaic Advisors LLC

Jun 30, 26

-2.84K

RDA Financial Network

Jun 30, 26

-1.06K

INTERACTIVE FINANCIAL ADVISORS, INC.

Jun 30, 26

-1.36K

Consolidated Planning Corp

Jun 30, 26

-1.24K

Shira Ridge Wealth Management

Jun 30, 26

-1.00K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-24

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-7.21K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-700

Riverstone Advisors, LLC

Jun 30, 26

-1.20K

Select Asset Management & Trust

Jun 30, 26

-997

Cornerstone Wealth Group, LLC

Jun 30, 26

-997

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-507

Your Advocates Ltd., LLP

Jun 30, 26

-687

POTENTIA WEALTH

Jun 30, 26

-2.41K

BIRCHBROOK, INC.

Jun 30, 26

-145

EVERPAR ADVISORS LLC

Jun 30, 26

-1.45K

ALLSTATE CORP

Jun 30, 26

-14.14K

True Link Financial Advisors, LLC

Jun 30, 26

-132

YOUSIF CAPITAL MANAGEMENT, LLC

Jun 30, 26

-1.10K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-119

Center For Asset Management LLC

Jun 30, 26

-1.15K

XTX Topco Ltd

Jun 30, 26

-16.04K

Planned Solutions, Inc.

Jun 30, 26

-1.27K

M Holdings Securities, Inc.

Jun 30, 26

-15.00K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-70.49K

Spence Asset Management

Jun 30, 26

-1.19K

TrueWealth Financial Partners

Jun 30, 26

-1.16K

Destiny Wealth Partners, LLC

Jun 30, 26

-439

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-27.59K

Graham Capital Management, L.P.

Jun 30, 26

-47.75K

Wealth Preservation Advisors, LLC

Jun 30, 26

-672

Sather Financial Group Inc

Jun 30, 26

-1.27K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-130

EVOKE WEALTH, LLC

Jun 30, 26

-247.73K

Global Assets Advisory, LLC

Jun 30, 26

-363

Root Financial Partners, LLC

Jun 30, 26

-408

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-653

ARQ WEALTH ADVISORS, LLC

Jun 30, 26

-3.21K

Evergreen Advisors, LLC

Jun 30, 26

-115

Financial Freedom, LLC

Jun 30, 26

-96

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Jun 30, 26

-439.03K

Beverly Hills Private Wealth, LLC

Jun 30, 26

-1.94K

Clarity Asset Management, Inc.

Jun 30, 26

-585

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-5.80K

MILESTONE ASSET MANAGEMENT, LLC

Jun 30, 26

-4.58K

Palouse Capital Management, Inc.

Jun 30, 26

-259

Cornerstone Wealth Management, LLC

Jun 30, 26

-994

QUATTRO FINANCIAL ADVISORS LLC

Jun 30, 26

-4.33K

Alexander Randolph Advisory, Inc.

Jun 30, 26

-2.48K

Jump Financial, LLC

Jun 30, 26

-30.26K

VAN DEN BERG MANAGEMENT I, INC

Jun 30, 26

-18

Pinion Investment Advisors, LLC

Jun 30, 26

-5.93K

Strategic Investment Advisors / MI

Jun 30, 26

-483

Stockman Wealth Management, Inc.

Jun 30, 26

-2.80K

CWM, LLC

2.57M

Mar 31, 26

-12.33K

1.21%

Rehmann Capital Advisory Group

716.71K

Mar 31, 26

+32.22K

0.34%

Beacon Pointe Advisors, LLC

164.88K

Mar 31, 26

+18.71K

0.08%

True Vision MN LLC

49.23K

Mar 31, 26

-1.46K

0.02%

Sunbelt Securities, Inc.

43.75K

Mar 31, 26

-4.44K

0.02%

EXENCIAL WEALTH ADVISORS, LLC

37.37K

Mar 31, 26

-715

0.02%

Efficient Advisors, LLC

25.82K

Mar 31, 26

-820

0.01%

Charter Oak Capital Management, LLC

23.92K

Mar 31, 26

-1.79K

0.01%

Jackson Hole Capital Partners, LLC

22.40K

Mar 31, 26

+1.27K

0.01%

Leo Wealth, LLC

22.36K

Mar 31, 26

+14

0.01%

BUSH INVESTMENT GROUP, LLC

21.95K

Mar 31, 26

+1.03K

0.01%

Forefront Wealth Partners, LLC

16.59K

Mar 31, 26

+973

0.01%

U.S. Capital Wealth Advisors, LLC

12.80K

Mar 31, 26

+1.53K

0.01%

CENTAURUS FINANCIAL, INC.

12.16K

Mar 31, 26

-4.00K

0.01%

Mill Creek Capital Advisors, LLC

9.80K

Mar 31, 26

-2.43K

0.00%

Kingsview Wealth Management, LLC

9.22K

Mar 31, 26

+1.63K

0.00%

Catalina Capital Group, LLC

8.51K

Mar 31, 26

-41

0.00%

Jaffetilchin Investment Partners, LLC

7.28K

Mar 31, 26

-54

0.00%

JOURNEY STRATEGIC WEALTH LLC

6.15K

Mar 31, 26

-401

0.00%

CANANDAIGUA NATIONAL CORP

5.37K

Mar 31, 26

+5.37K

0.00%

Evanson Asset Management, LLC

4.80K

Mar 31, 26

-14

0.00%

Capital Planning Advisors, LLC

4.10K

Mar 31, 26

+172

0.00%

Coordinated Financial Services, Inc.

2.55K

Mar 31, 26

-151

0.00%

Reynders McVeigh Capital Management, LLC

2.23K

Mar 31, 26

0.00%

GM Advisory Group, Inc.

2.13K

Mar 31, 26

-1.02K

0.00%

LIFE LINE WEALTH MANAGEMENT LLC

1.96K

Mar 31, 26

+606

0.00%

Skopos Labs, Inc.

1.71K

Mar 31, 26

-283

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

1.70K

Mar 31, 26

0.00%

Vivaldi Capital Management LP

1.43K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

1.42K

Mar 31, 26

0.00%

Nalls Sherbakoff Group, LLC

1.34K

Mar 31, 26

0.00%

Goodwin Investment Advisory

1.32K

Mar 31, 26

0.00%

Copia Wealth Management

1.32K

Mar 31, 26

-173

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

1.26K

Mar 31, 26

+1.26K

0.00%

Bank of Jackson Hole Trust

1.15K

Mar 31, 26

+45

0.00%

Strategic Financial Services, Inc,

1.13K

Mar 31, 26

+1.13K

0.00%

BROWN, LISLE/CUMMINGS, INC.

913

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

345

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

212

Mar 31, 26

0.00%

McIlrath & Eck, LLC

175

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

120

Mar 31, 26

0.00%

Red Tortoise LLC

112

Mar 31, 26

0.00%

Orion Capital Management LLC

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+23

0.00%

SOL Capital Management CO

Mar 31, 26

-15.84K

COMERICA BANK

341.23K

Dec 31, 25

-19.64K

0.16%

Austin Private Wealth, LLC

329.69K

Dec 31, 25

+91.74K

0.16%

High Falls Advisors, Inc

166.77K

Dec 31, 25

+49.42K

0.08%

FineMark National Bank & Trust

70.13K

Dec 31, 25

-826

0.03%

Pandora Wealth, Inc.

31.66K

Dec 31, 25

-211

0.01%

CIBC Private Wealth Group, LLC

20.87K

Dec 31, 25

-2.88K

0.01%

ORG Partners LLC

15.15K

Dec 31, 25

+6.80K

0.01%

Cadence Bank

15.05K

Dec 31, 25

+56

0.01%

Clearview Wealth Advisors LLC

13.83K

Dec 31, 25

+3.81K

0.01%

Heritage Financial Services, LLC

8.41K

Dec 31, 25

0.00%

Dentgroup LLC

7.88K

Dec 31, 25

-95

0.00%

NICOLET ADVISORY SERVICES, LLC

7.52K

Dec 31, 25

0.00%

VANGUARD GROUP INC

5.95K

Dec 31, 25

+52

0.00%

Quent Long Short Global Small Cap Fund, LP

2.86K

Dec 31, 25

+2.86K

0.00%

Litman Gregory Wealth Management LLC

1.19K

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

996

Dec 31, 25

0.00%

Covenant Partners, LLC

620

Dec 31, 25

-52

0.00%

Motiv8 Investments LLC

427

Dec 31, 25

+427

0.00%

TUCKER ASSET MANAGEMENT LLC

249

Dec 31, 25

+100

0.00%

Ransom Advisory, Ltd

144

Dec 31, 25

+144

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-871

0.00%

Brandywine Global Investment Management, LLC

Dec 31, 25

-437

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Total Wealth Planning, LLC

Dec 31, 25

-9.04K

Watts Gwilliam & Co., LLC

108.22K

Sep 30, 25

-259

0.05%

BRASS TAX WEALTH MANAGEMENT, INC

76.30K

Sep 30, 25

+550

0.04%

WETHERBY ASSET MANAGEMENT INC

57.03K

Sep 30, 25

+2.36K

0.03%

PINNACLE FINANCIAL PARTNERS INC

39.13K

Sep 30, 25

-229

0.02%

Stonegate Investment Group, LLC

36.18K

Sep 30, 25

-834

0.02%

Siligmueller & Norvid Wealth Advisors LLC

28.19K

Sep 30, 25

+4.43K

0.01%

Cubist Systematic Strategies, LLC

22.74K

Sep 30, 25

+2.76K

0.01%

Copperleaf Capital, LLC

17.29K

Sep 30, 25

-826

0.01%

FULLCIRCLE WEALTH LLC

15.90K

Sep 30, 25

+1.48K

0.01%

Ascent Capital Management, LLC

14.18K

Sep 30, 25

+807

0.01%

Gunma Bank,Ltd.

14.00K

Sep 30, 25

-14.00K

0.01%

SYNOVUS FINANCIAL CORP

13.42K

Sep 30, 25

+843

0.01%

Financial Advocates Investment Management

10.18K

Sep 30, 25

-49.17K

0.00%

Glenmede Investment Management, LP

7.99K

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

7.95K

Sep 30, 25

+886

0.00%

COUNTRY CLUB BANK /GFN

5.77K

Sep 30, 25

-35

0.00%

West Oak Capital, LLC

4.69K

Sep 30, 25

-645

0.00%

EFG Asset Management (Americas) Corp.

4.15K

Sep 30, 25

-1.36K

0.00%

Moloney Securities Asset Management, LLC

2.97K

Sep 30, 25

0.00%

Promus Capital, LLC

2.40K

Sep 30, 25

+2.40K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

1.68K

Sep 30, 25

+205

0.00%

Lion Street Advisors, LLC

1.53K

Sep 30, 25

-3.82K

0.00%

PBMares Wealth Management LLC

1.48K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

450

Sep 30, 25

0.00%

TEXAS CAPITAL BANCSHARES INC/TX

325

Sep 30, 25

-2.04K

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Hemington Wealth Management

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+16

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+11

0.00%

Guerra Advisors Inc

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

PITCAIRN CO

Sep 30, 25

-4.00K

AVANTAX ADVISORY SERVICES, INC.

560.58K

Jun 30, 25

+18.29K

0.27%

Atria Wealth Solutions, Inc.

131.28K

Jun 30, 25

-115.30K

0.06%

Graypoint LLC

97.03K

Jun 30, 25

+426

0.05%

First Horizon Advisors, Inc.

91.30K

Jun 30, 25

+8.00K

0.04%

Smith Anglin Financial, LLC

70.62K

Jun 30, 25

+13.72K

0.03%

ACAS, LLC

21.55K

Jun 30, 25

-410

0.01%

DOHJ, LLC

19.80K

Jun 30, 25

+8.60K

0.01%

My Legacy Advisors, LLC

18.58K

Jun 30, 25

+2.01K

0.01%

Family Firm, Inc.

10.46K

Jun 30, 25

-8

0.00%

Elios Financial Group Inc.

8.01K

Jun 30, 25

+1.73K

0.00%

Congress Wealth Management LLC / DE /

6.22K

Jun 30, 25

+680

0.00%

Semmax Financial Advisors Inc.

5.38K

Jun 30, 25

+496

0.00%

Tyler-Stone Wealth Management

3.87K

Jun 30, 25

0.00%

FORTE CAPITAL LLC /ADV

3.37K

Jun 30, 25

0.00%

Summit X, LLC

3.25K

Jun 30, 25

+184

0.00%

SCHNIEDERS CAPITAL MANAGEMENT LLC

2.82K

Jun 30, 25

+2.82K

0.00%

Parkside Advisors LLC

2.71K

Jun 30, 25

+504

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.26K

Jun 30, 25

+2.26K

0.00%

Priebe Wealth Holdings LLC

2.04K

Jun 30, 25

-462

0.00%

Good Life Advisors, LLC

1.22K

Jun 30, 25

-116

0.00%

Christopher J. Hasenberg, Inc

674

Jun 30, 25

-1.18K

0.00%

PrairieView Partners, LLC

262

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

176

Jun 30, 25

0.00%

Parkworth Wealth Management, Inc.

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-20

Capital A Wealth Management, LLC

Jun 30, 25

-3.82K

Transform Wealth, LLC

116.63K

Mar 31, 25

-29.32K

0.06%

Orion Portfolio Solutions, LLC

107.85K

Mar 31, 25

+44.13K

0.05%

Spectrum Wealth Counsel, LLC

80.21K

Mar 31, 25

+14.37K

0.04%

West Coast Financial LLC

17.30K

Mar 31, 25

+868

0.01%

Schechter Investment Advisors, LLC

17.08K

Mar 31, 25

+304

0.01%

Lane & Associates LLC

13.91K

Mar 31, 25

-203

0.01%

CAROLINAS WEALTH CONSULTING LLC

10.91K

Mar 31, 25

+104

0.01%

Lindbrook Capital, LLC

5.27K

Mar 31, 25

-44

0.00%

Grant/GrossMendelsohn, LLC

2.97K

Mar 31, 25

0.00%

Sandy Spring Bank

2.74K

Mar 31, 25

-80

0.00%

Coordinated Financial Services, Inc./CO

2.36K

Mar 31, 25

+2.36K

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-2.05K

Peninsula Wealth, LLC

279.91K

Dec 31, 24

+445

0.13%

Quantitative Strategies, Inc.

190.18K

Dec 31, 24

-1.23K

0.09%

Avitas Wealth Management LLC

65.31K

Dec 31, 24

+397

0.03%

Maxwell Wealth Strategies Inc.

18.97K

Dec 31, 24

+1.67K

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

8.04K

Dec 31, 24

-868

0.00%

WMS Partners, LLC

6.22K

Dec 31, 24

-162

0.00%

LAKE STREET ADVISORS GROUP, LLC

2.98K

Dec 31, 24

0.00%

Executive Wealth Management, LLC

2.51K

Dec 31, 24

-73

0.00%

Maiden Cove Capital, LLC

2.12K

Dec 31, 24

-86

0.00%

Gray Wealth Management Inc.

2.03K

Dec 31, 24

+34

0.00%

Cassady Schiller Wealth Management, LLC

2.00K

Dec 31, 24

-240

0.00%

TrinityPoint Wealth, LLC

1.98K

Dec 31, 24

+100

0.00%

BOSTON FINANCIAL MANGEMENT LLC

1.97K

Dec 31, 24

0.00%

Riggs Capital Management LLC

1.89K

Dec 31, 24

+1.89K

0.00%

WR Wealth Planners, LLC

1.78K

Dec 31, 24

-2.27K

0.00%

HTLF Bank

1.73K

Dec 31, 24

0.00%

UNIONVIEW, LLC

1.70K

Dec 31, 24

+127

0.00%

Sugarloaf Wealth Management, LLC

1.55K

Dec 31, 24

0.00%

Private Portfolio Partners LLC

1.15K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

781

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

707

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

634

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

542

Dec 31, 24

-14

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-24

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-11.70K

Raymond James Financial Services Advisors, Inc.

848.24K

Sep 30, 24

-11.51K

0.40%

RAYMOND JAMES & ASSOCIATES

833.24K

Sep 30, 24

+12.28K

0.39%

Halpern Financial, Inc.

254.03K

Sep 30, 24

-6.94K

0.12%

Platte River Wealth Advisors, LLC

190.11K

Sep 30, 24

+4.23K

0.09%

Alera Investment Advisors, LLC

155.70K

Sep 30, 24

+227

0.07%

TNF LLC

37.59K

Sep 30, 24

-333

0.02%

BBJS FINANCIAL ADVISORS, LLC

35.83K

Sep 30, 24

+50

0.02%

All Season Financial Advisors, Inc.

21.77K

Sep 30, 24

+5.26K

0.01%

Edmonds Duncan Registered Investment Advisors, LLC

21.25K

Sep 30, 24

+85

0.01%

Family Asset Management, LLC

18.48K

Sep 30, 24

-337

0.01%

RAYMOND JAMES TRUST N.A.

13.78K

Sep 30, 24

+1.71K

0.01%

9258 Wealth Management, LLC

7.23K

Sep 30, 24

-26

0.00%

Aspire Wealth Management Corp

4.04K

Sep 30, 24

-62

0.00%

Axiom Advisory, LLC

3.39K

Sep 30, 24

+61

0.00%

SpiderRock Advisors, LLC

2.91K

Sep 30, 24

+729

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

2.77K

Sep 30, 24

-193

0.00%

ETFIDEA, LLC

2.54K

Sep 30, 24

-201

0.00%

Carmichael Hill & Associates, Inc.

1.89K

Sep 30, 24

+175

0.00%

CIC Wealth, LLC

1.56K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

1.28K

Sep 30, 24

-145

0.00%

Syntrinsic LLC

438

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

156

Sep 30, 24

+156

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+37

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-2.27K

BlackRock Inc.

1.26M

Jun 30, 24

-2.62K

0.59%

BUCKINGHAM STRATEGIC WEALTH, LLC

57.39K

Jun 30, 24

-1.45K

0.03%

Spotlight Asset Group, Inc.

32.27K

Jun 30, 24

-432

0.02%

TMD Wealth Management, LLC

4.30K

Jun 30, 24

0.00%

HoyleCohen, LLC

4.25K

Jun 30, 24

-42

0.00%

TCWP LLC

1.53K

Jun 30, 24

-65

0.00%

Vantage Financial Partners Ltd., Inc.

1.30K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.18K

Jun 30, 24

-5.26K

0.00%

HYMAN CHARLES D

1.15K

Jun 30, 24

0.00%

Private Ocean, LLC

757

Jun 30, 24

-20

0.00%

ICA Group Wealth Management, LLC

250

Jun 30, 24

-854

0.00%

Rain Capital Management, LLC

225

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-139.59K

Cetera Advisor Networks LLC

756.62K

Mar 31, 24

+127.18K

0.36%

Strategic Wealth Partners Group LLC

462.99K

Mar 31, 24

+11.65K

0.22%

Cetera Advisors LLC

377.38K

Mar 31, 24

+114.74K

0.18%

Derbend Asset Management

73.73K

Mar 31, 24

+14.51K

0.03%

SOUNDMARK WEALTH MANAGEMENT, LLC

41.63K

Mar 31, 24

0.02%

Connectus Wealth, LLC

7.88K

Mar 31, 24

-1.01K

0.00%

InterOcean Capital Group, LLC

3.65K

Mar 31, 24

0.00%

Bromfield Sneider Wealth Advisors

3.22K

Mar 31, 24

0.00%

Grey Street Capital, LLC

2.98K

Mar 31, 24

+2.98K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

1.94K

Mar 31, 24

+30

0.00%

CAMBRIDGE TRUST CO

1.38K

Mar 31, 24

-1.26K

0.00%

Retirement Group, LLC

494

Mar 31, 24

-35

0.00%

WADE G W & INC

115.95K

Dec 31, 23

+4.36K

0.05%

LWS Wealth Advisors, Inc.

85.03K

Dec 31, 23

+4.32K

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

42.11K

Dec 31, 23

+42.11K

0.02%

Bartlett & Co. LLC

35.16K

Dec 31, 23

-16.34K

0.02%

Regal Wealth Group, Inc.

12.05K

Dec 31, 23

+34

0.01%

WEALTHSOURCE PARTNERS, LLC

10.27K

Dec 31, 23

-1.37K

0.00%

Adroit Compliance, LLC

9.10K

Dec 31, 23

+9.10K

0.00%

Simplicity Solutions, LLC

8.64K

Dec 31, 23

-84

0.00%

StrategIQ Financial Group, LLC

3.41K

Dec 31, 23

+11

0.00%

Glovista Investments LLC

3.41K

Dec 31, 23

+3.41K

0.00%

PUTNAM INVESTMENTS LLC

1.72K

Dec 31, 23

+1.72K

0.00%

Baystate Wealth Management LLC

1.39K

Dec 31, 23

+14

0.00%

DB Wealth Management Group, LLC

400

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

378.42K

Sep 30, 23

-30.38K

0.18%

Polaris Wealth Advisory Group, LLC

252.30K

Sep 30, 23

-16.19K

0.12%

COLONY GROUP LLC

126.32K

Sep 30, 23

+21.50K

0.06%

PATHSTONE FAMILY OFFICE, LLC

123.71K

Sep 30, 23

+122.27K

0.06%

COMERICA SECURITIES,INC.

61.73K

Sep 30, 23

-6.30K

0.03%

FRONT BARNETT ASSOCIATES LLC

58.75K

Sep 30, 23

+2.69K

0.03%

Johnson Midwest Financial, LLC

25.08K

Sep 30, 23

-66.37K

0.01%

Key Bridge Compliance, LLC

20.65K

Sep 30, 23

+20.65K

0.01%

Truadvice, LLC

10.20K

Sep 30, 23

-13.60K

0.00%

ROTHSCHILD INVESTMENT CORP /IL

6.88K

Sep 30, 23

+28

0.00%

ROPES WEALTH ADVISORS LLC

5.64K

Sep 30, 23

-7

0.00%

BRIGGS ADVISORY GROUP, INC.

4.67K

Sep 30, 23

-223

0.00%

Windsor Group LTD

3.27K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

1.67K

Sep 30, 23

0.00%

Wealth Management Solutions, LLC

1.35K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

Veritable, L.P.

121.05K

Jun 30, 23

-3.07K

0.06%

BDO Wealth Advisors, LLC

85.13K

Jun 30, 23

-2.76K

0.04%

LEO BROKERAGE, LLC

23.11K

Jun 30, 23

-1.07K

0.01%

TIAA, FSB

17.31K

Jun 30, 23

-16

0.01%

AJ WEALTH STRATEGIES, LLC

14.20K

Jun 30, 23

+49

0.01%

Endurance Wealth Management, Inc.

9.70K

Jun 30, 23

+49

0.00%

Kalos Management, Inc.

7.20K

Jun 30, 23

+189

0.00%

EFG CAPITAL INTERNATIONAL CORP.

3.36K

Jun 30, 23

+3.36K

0.00%

Silicon Hills Wealth Management, LLC

2.69K

Jun 30, 23

0.00%

First National Bank of South Miami

1.94K

Jun 30, 23

-89

0.00%

BMS Financial Advisors, LLC

1.61K

Jun 30, 23

-2

0.00%

Kistler-Tiffany Companies, LLC

637

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

604

Jun 30, 23

-237

0.00%

MCMILLION CAPITAL MANAGEMENT INC

315

Jun 30, 23

+315

0.00%

TimeScale Financial, Inc.

200

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

156

Jun 30, 23

-109

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-486

SILVERHAWK ASSET MANAGEMENT, LLC

Jun 30, 23

-2.20K

Stone Asset Management Inc.

30.02K

Mar 31, 23

-41.22K

0.01%

Barber Financial Group, Inc.

19.69K

Mar 31, 23

+5.81K

0.01%

Baldrige Asset Management LLC

9.46K

Mar 31, 23

-46

0.00%

Domani Wealth, LLC

8.52K

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

1.58K

Mar 31, 23

-70

0.00%

Parsec Financial Management, Inc.

1.38K

Mar 31, 23

-32

0.00%

LeJeune Puetz Investment Counsel LLC

1.07K

Mar 31, 23

0.00%

Clear Perspectives Financial Planning, LLC

336

Mar 31, 23

-54

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

Mar 31, 23

-12

0.00%

BANK OF THE WEST

28.19K

Dec 31, 22

+4.35K

0.01%

YorkBridge Wealth Partners, LLC

9.22K

Dec 31, 22

0.00%

REFRAME WEALTH, LLC

6.51K

Dec 31, 22

+6.51K

0.00%

Capital Directions Investment Advisors, LLC

6.51K

Dec 31, 22

+6.51K

0.00%

GOFEN & GLOSSBERG LLC /IL/

5.96K

Dec 31, 22

-139

0.00%

BOENNING & SCATTERGOOD, INC.

5.40K

Dec 31, 22

-99

0.00%

SBK Financial, Inc.

5.13K

Dec 31, 22

0.00%

ZEKE CAPITAL ADVISORS, LLC

4.51K

Dec 31, 22

0.00%

Personal Capital Advisors Corp

4.47K

Dec 31, 22

+1.44K

0.00%

F3Logic, LLC

3.06K

Dec 31, 22

-505

0.00%

Gallagher Benefit Services, Inc.

3.06K

Dec 31, 22

+3.06K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

2.89K

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

1.41K

Dec 31, 22

-31

0.00%

Rex Capital Advisors, LLC

1.39K

Dec 31, 22

+1.39K

0.00%

Sargent Bickham Lagudis LLC

837

Dec 31, 22

-139

0.00%

Align Wealth Management, LLC

Dec 31, 22

+51

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-183

MUFG Americas Holdings Corp

138.00K

Sep 30, 22

-2.59K

0.07%

55I, LLC

136.79K

Sep 30, 22

+43.07K

0.06%

American Portfolios Advisors

33.16K

Sep 30, 22

-3.86K

0.02%

Round Table Services, LLC

16.61K

Sep 30, 22

+13.80K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.64K

Sep 30, 22

-21.11K

0.01%

First Farmers & Merchants Bank / Trust

14.31K

Sep 30, 22

+58

0.01%

KARLINSKI ANDREW C

11.05K

Sep 30, 22

-410

0.01%

Spectrum Management Group, LLC

6.09K

Sep 30, 22

-936

0.00%

REGENTATLANTIC CAPITAL LLC

5.70K

Sep 30, 22

+2.88K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

5.48K

Sep 30, 22

+2.66K

0.00%

BALASA DINVERNO & FOLTZ LLC

4.81K

Sep 30, 22

0.00%

Covington Capital Management

4.77K

Sep 30, 22

+587

0.00%

Highland Private Wealth Management

4.36K

Sep 30, 22

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

3.38K

Sep 30, 22

0.00%

BLUESTEIN R H & CO LLC

3.26K

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

2.60K

Sep 30, 22

+400

0.00%

EATON VANCE MANAGEMENT

2.54K

Sep 30, 22

-79

0.00%

MILESTONE WEALTH, LLC

1.94K

Sep 30, 22

0.00%

CPWM, LLC

1.88K

Sep 30, 22

+1.88K

0.00%

DOWLING & YAHNKE LLC

1.81K

Sep 30, 22

-151

0.00%

RGT Wealth Advisors, LLC

405

Sep 30, 22

0.00%

FourThought Financial, LLC

400

Sep 30, 22

+400

0.00%

Strategic Asset Management, LLC

200

Sep 30, 22

0.00%

CADENCE BANK NA

Sep 30, 22

-1.58K

ACG Wealth

Sep 30, 22

-1.36K

Corient Capital Partners, LLC

Sep 30, 22

-4.90K

HANCOCK WHITNEY INVESTMENT SERVICES INC.

75.31K

Jun 30, 22

-457

0.04%

Altium Wealth Management LLC

4.49K

Jun 30, 22

+496

0.00%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

4.48K

Jun 30, 22

-871

0.00%

Intersect Capital LLC

2.55K

Jun 30, 22

0.00%

MURPHY CAPITAL MANAGEMENT INC

1.70K

Jun 30, 22

0.00%

Titus Wealth Management

1.52K

Jun 30, 22

-75

0.00%

Private Capital Group, LLC

841

Jun 30, 22

-3.16K

0.00%

Fieldpoint Private Securities, LLC

102

Jun 30, 22

-1.19K

0.00%

People's United Financial, Inc.

128.64K

Mar 31, 22

-34.49K

0.06%

PALLADIUM PARTNERS LLC

22.73K

Mar 31, 22

-346

0.01%

Personal Wealth Partners

21.61K

Mar 31, 22

-1.14K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

18.44K

Mar 31, 22

+4.85K

0.01%

Azimuth Capital Management LLC

8.05K

Mar 31, 22

+45

0.00%

Freedman Financial Associates, Inc.

5.78K

Mar 31, 22

+250

0.00%

Meristem Family Wealth, LLC

5.28K

Mar 31, 22

0.00%

Ferris Capital, LLC

4.20K

Mar 31, 22

0.00%

Karn, Couzens & Associates, Inc.

3.08K

Mar 31, 22

0.00%

B, B, H, & B INC.

2.49K

Mar 31, 22

-162

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

1.50K

Mar 31, 22

-145

0.00%

SVB Investment Services Inc.

1.37K

Mar 31, 22

0.00%

Financial Planners of Cleveland, Inc.

1.34K

Mar 31, 22

-1.23K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

1.32K

Mar 31, 22

0.00%

Permit Capital Advisors, LLC

418

Mar 31, 22

+418

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

-862

VIRIDIAN RIA, LLC

Mar 31, 22

-143.95K

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-5.57K

MIRSKY FINANCIAL MANAGEMENT CORP.

131.11K

Dec 31, 21

+5.97K

0.06%

Crescent Capital Consulting, LLC

60.92K

Dec 31, 21

+2.63K

0.03%

Johanson Financial Advisors, Inc.

45.12K

Dec 31, 21

+1.10K

0.02%

NEXT Financial Group, Inc

38.40K

Dec 31, 21

-1.55K

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

24.60K

Dec 31, 21

+171

0.01%

FIRST MIDWEST BANK TRUST DIVISION

16.21K

Dec 31, 21

+165

0.01%

Country Club Trust Company, n.a.

14.26K

Dec 31, 21

-2.45K

0.01%

Hayden Royal, LLC

10.97K

Dec 31, 21

+34

0.01%

Asset Planning Services, Ltd.

5.39K

Dec 31, 21

-75

0.00%

Carroll Financial Associates, Inc.

1.88K

Dec 31, 21

-2.14K

0.00%

REILLY FINANCIAL ADVISORS, LLC

290

Dec 31, 21

0.00%

Windsor Creek Advisors, LLC

Dec 31, 21

-5.16K

FARR MILLER & WASHINGTON LLC/DC

60.28K

Sep 30, 21

+896

0.03%

SECURITY NATIONAL TRUST CO

41.42K

Sep 30, 21

0.02%

Homrich & Berg

30.30K

Sep 30, 21

+12.02K

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

25.47K

Sep 30, 21

+102

0.01%

Ameritas Investment Company, LLC

11.15K

Sep 30, 21

+1.85K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

8.89K

Sep 30, 21

-392

0.00%

MANAGED ACCOUNT SERVICES INC

8.66K

Sep 30, 21

-1.73K

0.00%

Alexandria Capital, LLC

8.30K

Sep 30, 21

+3.02K

0.00%

Harborview Advisors, LLC

7.04K

Sep 30, 21

-4

0.00%

PROFESSIONAL PLANNING

4.24K

Sep 30, 21

+789

0.00%

Covenant Multifamily Offices, LLC

3.37K

Sep 30, 21

+90

0.00%

NorthCoast Asset Management LLC

2.83K

Sep 30, 21

+446

0.00%

Filbrandt Wealth Management, LLC

2.50K

Sep 30, 21

0.00%

Hochman Cole Investment Advisors, Inc.

1.60K

Sep 30, 21

0.00%

Berman Capital Advisors, LLC

713

Sep 30, 21

-167

0.00%

Allegiant Private Advisors, LLC

193.11K

Jun 30, 21

-5.98K

0.09%

AdvicePeriod, LLC

101.90K

Jun 30, 21

-2.17K

0.05%

Pinnacle Wealth Advisors

37.86K

Jun 30, 21

+37.86K

0.02%

Nachman Norwood & Parrott, Inc

31.56K

Jun 30, 21

+136

0.01%

PNC Managed Account Solutions, Inc.

7.48K

Jun 30, 21

+7.48K

0.00%

BEL AIR INVESTMENT ADVISORS LLC

2.38K

Jun 30, 21

0.00%

NORTHSTAR INVESTMENT ADVISORS LLC

2.30K

Jun 30, 21

0.00%

Epstein & White Financial LLC

2.27K

Jun 30, 21

-17

0.00%

Hoover Financial Advisors, Inc.

1.34K

Jun 30, 21

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

391

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

202

Jun 30, 21

0.00%

Integer Wealth Advisors Group LLC

57.66K

Mar 31, 21

+33.96K

0.03%

Pinnacle Advisory Group, Inc.

12.67K

Mar 31, 21

+12.67K

0.01%

Rikoon Group, LLC

3.22K

Mar 31, 21

0.00%

FIRST INTERSTATE BANCSYSTEM INC

2.53K

Mar 31, 21

+2.53K

0.00%

TCF National Bank

1.83K

Mar 31, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

1.74K

Mar 31, 21

+86

0.00%

WealthStone, Inc.

1.69K

Mar 31, 21

+72

0.00%

Stewardship Financial Advisors, LLC

Mar 31, 21

-125

Shone Asset Management LLC

10.56K

Dec 31, 20

+54

0.00%

Private Wealth Advisors, Inc.

9.83K

Dec 31, 20

+9.83K

0.00%

Independence Wealth Advisors, Inc.

7.52K

Dec 31, 20

-5

0.00%

Winslow, Evans & Crocker, Inc.

4.20K

Dec 31, 20

+505

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

1.76K

Dec 31, 20

+1.76K

0.00%

SVA Wealth Management, LLC

1.60K

Dec 31, 20

+1.60K

0.00%

Reby Advisors, LLC

375

Dec 31, 20

+375

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

110

Dec 31, 20

0.00%

FCG ADVISORS, LLC

223.13K

Sep 30, 20

+7.19K

0.11%

Independence Advisors, LLC

134.56K

Sep 30, 20

-1.16K

0.06%

First Allied Advisory Services, Inc.

67.19K

Sep 30, 20

-13.73K

0.03%

Wealthspire Advisors, L.P.

21.21K

Sep 30, 20

+7.52K

0.01%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

13.44K

Sep 30, 20

+705

0.01%

ETRADE Capital Management LLC

10.04K

Sep 30, 20

+539

0.00%

Blue Chip Wealth Management, Inc.

9.40K

Sep 30, 20

-128

0.00%

LifePlan Financial Group, Inc

8.15K

Sep 30, 20

0.00%

Confluence Wealth Management LLC

5.95K

Sep 30, 20

+475

0.00%

Capstone Financial Group, Inc.

1.52K

Sep 30, 20

+41

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

529

Sep 30, 20

0.00%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

Sep 30, 20

-3.94K

TCG Advisors, LP

Sep 30, 20

-1.89K

Argent Wealth Management LLC

76.62K

Jun 30, 20

-2.64K

0.04%

IBERIABANK CORP

10.09K

Jun 30, 20

-3.59K

0.00%

Lenox Wealth Management, Inc.

2.21K

Jun 30, 20

-472

0.00%

InterOcean Capital, LLC

1.92K

Jun 30, 20

+1.92K

0.00%

TRUEWEALTH LLC

1.80K

Jun 30, 20

0.00%

BOYS ARNOLD & CO INC

10.55K

Mar 31, 20

-160

0.00%

JOYN Advisors, Inc.

8.04K

Mar 31, 20

-4.09K

0.00%

Osborn Williams & Donohoe LLC

4.14K

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

3.23K

Mar 31, 20

0.00%

PagnatoKarp Partners LLC

2.20K

Mar 31, 20

-3.16K

0.00%

Stratford Consulting, LLC

301

Mar 31, 20

-6.68K

0.00%

Noven Financial Group, Inc.

Mar 31, 20

-17.72K

Advisor Group, Inc.

1.03M

Dec 31, 19

-6.87K

0.49%

LADENBURG THALMANN FINANCIAL SERVICES INC.

918.21K

Dec 31, 19

+128.46K

0.43%

PHH Investments, Ltd.

215.69K

Dec 31, 19

-1.15K

0.10%

CIBC BANK USA

14.14K

Dec 31, 19

0.01%

Beacon Pointe Wealth Advisors, LLC

12.24K

Dec 31, 19

+986

0.01%

Torch Wealth Management LLC

4.35K

Dec 31, 19

0.00%

OptiFour Integrated Wealth Management, LLC

2.12K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

99.52K

Sep 30, 19

-7.64K

0.05%

Guidant Wealth Advisors

13.98K

Sep 30, 19

-331

0.01%

BB&T SECURITIES, LLC

9.93K

Sep 30, 19

-2.39K

0.00%

Wealth & Pension Services Group, Inc.

5.63K

Sep 30, 19

+3.58K

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

1.71K

Sep 30, 19

+1.71K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.48K

Sep 30, 19

0.00%

American Financial Network Advisory Services LLC

Sep 30, 19

-3.12K

MONROE BANK & TRUST/MI

90.25K

Jun 30, 19

-9.89K

0.04%

Hugh Johnson Advisors LLC

70.40K

Jun 30, 19

-3.60K

0.03%

COBIZ WEALTH, LLC

9.76K

Jun 30, 19

-642

0.00%

CHEMICAL BANK

1.88K

Jun 30, 19

0.00%

WealthTrust Fairport, LLC

120.21K

Mar 31, 19

-7.84K

0.06%

HL FINANCIAL SERVICES LLC

93.16K

Mar 31, 19

-4.29K

0.04%

Steinberg Global Asset Management

78.02K

Mar 31, 19

-2.02K

0.04%

Live Your Vision, LLC

6.46K

Mar 31, 19

0.00%

NEXT Financial Holdings

2.63K

Mar 31, 19

+2.63K

0.00%

Catamount Wealth Management

194

Mar 31, 19

0.00%

INR ADVISORY SERVICES LLC

Mar 31, 19

0.00%

LOEB PARTNERS CORP

Mar 31, 19

-45.00K

Requisite Energy Fund I LP

112.14K

Dec 31, 18

+112.14K

0.05%

COMERICA SECURITIES INC

53.78K

Dec 31, 18

+2.78K

0.03%

Leonetti & Associates, LLC

36.25K

Dec 31, 18

-1.23K

0.02%

Questar Asset Management, Inc.

34.69K

Dec 31, 18

+34.69K

0.02%

Clarfeld Financial Advisors, LLC

34.24K

Dec 31, 18

+34.24K

0.02%

WealthTrust-Arizona, LLC

1.24K

Dec 31, 18

0.00%

BREMER TRUST NATIONAL ASSOCIATION

914

Dec 31, 18

+914

0.00%

Palo Capital, Inc.

Dec 31, 18

-1.29K

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

21.37K

Sep 30, 18

-2.35K

0.01%

Vantage Investment Advisors, LLC

18.64K

Sep 30, 18

+317

0.01%

Summit Equities Inc

2.38K

Sep 30, 18

+108

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

2.27K

Sep 30, 18

-200

0.00%

WEALTHFRONT Corp

1.98K

Sep 30, 18

+1.98K

0.00%

Edge Advisors, LLC

2.10K

Jun 30, 18

0.00%

Huntington Steele LLC

12.86K

Mar 31, 18

+1.63K

0.01%

Hefty Wealth Partners

585

Mar 31, 18

-46

0.00%

IFC Holdings Incorporated/FL

407.94K

Dec 31, 17

+46.67K

0.19%

SII INVESTMENTS INC/WI

192.40K

Dec 31, 17

-132.88K

0.09%

BB&T INVESTMENT SERVICES, INC.

48.63K

Dec 31, 17

+47.73K

0.02%

ROCKEFELLER FINANCIAL SERVICES INC

19.11K

Dec 31, 17

0.01%

GFS Private Wealth, LLC

6.80K

Dec 31, 17

+6.80K

0.00%

WealthShield, LLC

2.98K

Dec 31, 17

+2.98K

0.00%

Welch Investments, LLC

2.35K

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-29.69K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-194.05K

Scottrade Investment Management

3.45M

Sep 30, 17

+278.50K

1.63%

APPROPRIATE BALANCE FINANCIAL SERVICES INC.

12.46K

Sep 30, 17

+350

0.01%

ROBERTSON STEPHENS ADVISORS LLC

3.69K

Sep 30, 17

-1.51K

0.00%

GIRARD SECURITIES, INC.

3.04K

Sep 30, 17

-915

0.00%

Commonwealth Equity Services, Inc

758.23K

Jun 30, 17

-67.34K

0.36%

RONALD BLUE & CO LLC

73.61K

Jun 30, 17

-16.63K

0.03%

Geneva Advisors, LLC

17.28K

Jun 30, 17

-10.41K

0.01%

1st Global Advisors, Inc.

14.50K

Jun 30, 17

-33

0.01%

Virtu KCG Holdings LLC

3.43K

Jun 30, 17

+3.43K

0.00%

WFG Advisors, LP

622

Jun 30, 17

+550

0.00%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-3.07K

TIAA CREF TRUST CO FSB/MO

17.94K

Mar 31, 17

-2.48K

0.01%

FIRST FINANCIAL EQUITY CORPORATION

3.08K

Mar 31, 17

+3.08K

0.00%

LBA Wealth Management, LLC

1.84K

Mar 31, 17

0.00%

Kernodle & Katon Asset Management Group, LLC

1.02K

Mar 31, 17

+57

0.00%

MSI Financial Services Inc

85.69K

Dec 31, 16

+28.64K

0.04%

BlackRock Investment Management, LLC

30.85K

Dec 31, 16

+4.85K

0.01%

GRAY FINANCIAL GROUP /GA /ADV /ADV

20.42K

Dec 31, 16

+20.42K

0.01%

KANALY TRUST CO

1.47K

Dec 31, 16

+1.47K

0.00%

Gerstein Fisher

13.34K

Sep 30, 16

0.01%

ADVISOR CONSULTANT NETWORK INC

3.00K

Sep 30, 16

+3.00K

0.00%

MONTAGE INVESTMENTS, LLC

Sep 30, 16

+68

0.00%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-375

FIRSTMERIT BANK N A TRUSTEE

339.77K

Jun 30, 16

+1.22K

0.16%

SOCIETE GENERALE

24.53K

Jun 30, 16

+24.53K

0.01%

VSR Financial Services, Inc.

3.49K

Jun 30, 16

-9.05K

0.00%

Carnick & Kubik, LLC

50.53K

Mar 31, 16

+50.53K

0.02%

HHG & Company, LLC

13.62K

Mar 31, 16

-841

0.01%

Alerus Investment Advisors Corp

2.52K

Mar 31, 16

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-102

Pinnacle Summer Investments, Inc.

Dec 31, 15

-2.94K

FutureAdvisor, Inc.

319.91K

Sep 30, 15

+6.17K

0.15%

CITY NATIONAL BANK

69.87K

Sep 30, 15

-11.12K

0.03%

MANAGED ACCOUNT ADVISORS LLC

64.26K

Jun 30, 15

+38.36K

0.03%

FolioMetrix LLC

4.95K

Jun 30, 15

+4.95K

0.00%

STANCORP INVESTMENT ADVISERS INC

46.91K

Mar 31, 15

+172

0.02%

BAIRD ROBERT W & CO INC /WI/

32.56K

Mar 31, 15

+4.43K

0.02%

BOSTON PRIVATE BANK & TRUST CO

13.66K

Mar 31, 15

0.01%

Bank of Kentucky, Inc.

2.80K

Mar 31, 15

-215

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

Mar 31, 15

0.00%

Placemark Investments, Inc.

8.81K

Dec 31, 14

+530

0.00%

NEW ENGLAND SECURITIES CORP /MA/

7.33K

Dec 31, 14

0.00%

FOUNDERS BANK & TRUST

1.24K

Dec 31, 14

0.00%

UBS AG

1.77M

Sep 30, 14

+95.01K

0.84%

Cobble Hill Financial Services, INC

70.00K

Sep 30, 14

0.03%

WILMINGTON TRUST CO

1.10M

Jun 30, 14

-51.99K

0.52%

Wilmington Trust, National Association

409.18K

Jun 30, 14

-27.05K

0.19%

Wilmington Trust Investment Management, LLC

45.04K

Jun 30, 14

+1.02K

0.02%

KMS FINANCIAL SERVICES, INC

14.12K

Jun 30, 14

-29.51K

0.01%

Strategic Capital Group LLC

Jun 30, 14

-86.68K

SG Select LLC

7.02K

Mar 31, 14

+851

0.00%

TOWER TRUST Co

3.95K

Mar 31, 14

0.00%

STIFEL NICOLAUS & CO INC \MO\

694.46K

Sep 30, 13

+167.93K

0.33%

Signator Financial Services, Inc.

149

Sep 30, 13

-1

0.00%

KNIGHT CAPITAL GROUP LLC

4.93K

Jun 30, 13

+2.04K

0.00%

CITY NATIONAL ROCHDALE, LLC

24.27K

Dec 31, 12

+24.27K

0.01%

First Allied Securities, Inc.

40.29K

Jun 30, 12

-14.42K

0.02%

NOLLENBERGER CAPITAL PARTNERS INC

5.87K

Dec 31, 10

-14

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

38.68K

Jun 30, 10

+16.48K

0.02%

RBC Phillips, Hager & North Investment Counsel Inc.

1.73K

Sep 30, 09

-11.60K

0.00%

RBC Private Counsel (USA) Inc.

490

Sep 30, 09

0.00%

RBC Trust Co (International) Ltd

2.50K

Jun 30, 09

+2.50K

0.00%

RBC Dominion Securities Inc.

10.56K

Dec 31, 08

+6.78K

0.00%

PEOPLES BANCORP INC

10.70K

Sep 30, 07

-4.37K

0.01%

AMERITAS LIFE INSURANCE CORP

5.79K

Jun 30, 07

+5.79K

0.00%

Meehan Mutual Funds, Inc.

600

Mar 31, 06

+600

0.00%

CIBC Private Wealth Advisors, Inc.

9.52K

Sep 30, 03

+9.52K

0.00%

FIFTH THIRD BANK, NATIONAL ASSOCIATION

26.50K

Mar 31, 02

+26.50K

0.01%