How do I set a price alert for IWB?

To set a IWB price alert on Stock Alarm Pro, navigate to the IWB quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for IWB?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for IWB. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for IWB?

Stock Alarm Pro supports over 125 trigger types for IWB: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about IWB price changes?

IWB alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for IWB alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for IWB and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

IWB Institutional Ownership & 13F Filings

iShares Russell 1000 ETF(IWB)

$422.03—Stale · unknown old

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iShares Russell 1000 ETF(IWB)

NYSE • Last print unknown agoAbout this data

$422.03—Stale · unknown old

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IWB(IWB)

IWB

Institutional Ownership

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UNIQUE WEALTH, LLC	32.45K	Jun 30, 26	+30.89K	0.03%
EP Wealth Advisors, LLC	31.59K	Jun 30, 26	+1.12K	0.03%
Evercore Wealth Management, LLC	30.86K	Jun 30, 26	-630	0.03%
1900 WEALTH MANAGEMENT LLC	30.69K	Jun 30, 26	+263	0.03%
TWO SIGMA INVESTMENTS, LP	30.68K	Jun 30, 26	-91.44K	0.03%
Ethos Financial Group, LLC	29.45K	Jun 30, 26	-534	0.03%
Atlantic Union Bankshares Corp	29.31K	Jun 30, 26	-121	0.03%
FLOW TRADERS U.S. LLC	29.22K	Jun 30, 26	+29.22K	0.03%
Fire Capital Management LLC	29.12K	Jun 30, 26	-1.08K	0.02%
Hamilton Capital, LLC	28.91K	Jun 30, 26	--	0.02%
Merit Financial Group, LLC	28.83K	Jun 30, 26	-5	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	28.80K	Jun 30, 26	-4.02K	0.02%
Centennial Bank/AR/	28.75K	Jun 30, 26	+234	0.02%
Sanctuary Advisors, LLC	28.66K	Jun 30, 26	+381	0.02%
Firestone Capital Management	28.56K	Jun 30, 26	-395	0.02%
North Star Investment Management Corp.	28.31K	Jun 30, 26	--	0.02%
HBK Sorce Advisory LLC	28.20K	Jun 30, 26	-133	0.02%
Turtle Creek Wealth Advisors, LLC	28.11K	Jun 30, 26	+720	0.02%
Aptus Capital Advisors, LLC	27.92K	Jun 30, 26	+1.07K	0.02%
Vise Technologies, Inc.	27.54K	Jun 30, 26	+8.90K	0.02%
Centerline Wealth Advisors, LLC	27.48K	Jun 30, 26	+27.48K	0.02%
SILVERCREST ASSET MANAGEMENT GROUP LLC	27.38K	Jun 30, 26	-220	0.02%
Spears Abacus Advisors LLC	27.32K	Jun 30, 26	--	0.02%
Parkside Financial Bank & Trust	27.26K	Jun 30, 26	+63	0.02%
Sepio Capital, LP	26.74K	Jun 30, 26	--	0.02%
CM WEALTH ADVISORS LLC	26.58K	Jun 30, 26	-180	0.02%
OXFORD FINANCIAL GROUP LTD	26.48K	Jun 30, 26	-286	0.02%
COREPATH WEALTH PARTNERS LLC	26.26K	Jun 30, 26	+532	0.02%
FORMULATE FINANCIAL LLC	26.13K	Jun 30, 26	+207	0.02%
NATIXIS ADVISORS, L.P.	26.07K	Jun 30, 26	+6.07K	0.02%
Indiana Trust & Investment Management CO	25.60K	Jun 30, 26	--	0.02%
Modern Wealth Management, LLC	25.54K	Jun 30, 26	+18.03K	0.02%
Graves Light Lenhart Wealth, Inc.	25.15K	Jun 30, 26	-193	0.02%
Catalytic Wealth RIA, LLC	24.85K	Jun 30, 26	+1.20K	0.02%
Pure Financial Advisors, LLC	24.70K	Jun 30, 26	-806	0.02%
CHILTON INVESTMENT CO INC.	24.55K	Jun 30, 26	--	0.02%
ARCADIA INVESTMENT ADVISORS LLC	24.08K	Jun 30, 26	-195	0.02%
Summit Wealth Partners, LLC	23.81K	Jun 30, 26	-1.11K	0.02%
Maryland State Retirement & Pension System	23.76K	Jun 30, 26	+5.58K	0.02%
Tudor Financial Inc.	23.38K	Jun 30, 26	-338	0.02%
MV CAPITAL MANAGEMENT, INC.	23.23K	Jun 30, 26	-175	0.02%
Campion Asset Management	23.06K	Jun 30, 26	-341	0.02%
Relyea Zuckerberg Hanson LLC	23.04K	Jun 30, 26	+3	0.02%
Fort Point Capital Partners LLC	22.75K	Jun 30, 26	-25	0.02%
Cartesian Growth Corp	22.64K	Jun 30, 26	-33	0.02%
Omega Financial Group, LLC	22.30K	Jun 30, 26	-492	0.02%
Circle Wealth Management, LLC	22.13K	Jun 30, 26	+6	0.02%
Summit Trail Advisors, LLC	22.09K	Jun 30, 26	-503	0.02%
NewSquare Capital LLC	21.74K	Jun 30, 26	-38	0.02%
Klingman & Associates, LLC	21.72K	Jun 30, 26	-315	0.02%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	21.51K	Jun 30, 26	--	0.02%
Bleakley Financial Group, LLC	21.48K	Jun 30, 26	+253	0.02%
Caprock Group, LLC	21.44K	Jun 30, 26	-3.56K	0.02%
Ackerman Asset Management, LLC	21.38K	Jun 30, 26	-90	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	20.89K	Jun 30, 26	-201	0.02%
Spire Wealth Management	20.61K	Jun 30, 26	-249	0.02%
Evanson Financial, LLC	20.53K	Jun 30, 26	+20.53K	0.02%
Toroso Investments, LLC	19.79K	Jun 30, 26	+910	0.02%
Monument Capital Management	19.73K	Jun 30, 26	-98	0.02%
REGIONS FINANCIAL CORP	19.69K	Jun 30, 26	-253	0.02%
Koss-Olinger Consulting, LLC	19.58K	Jun 30, 26	-19.05K	0.02%
Avestar Capital, LLC	19.54K	Jun 30, 26	--	0.02%
Advisory Services Network, LLC	19.50K	Jun 30, 26	+339	0.02%
Breakwater Capital Group	19.36K	Jun 30, 26	+401	0.02%
PACIFIC CAPITAL WEALTH ADVISORS, INC	19.23K	Jun 30, 26	--	0.02%
Sage Mountain Advisors LLC	19.14K	Jun 30, 26	-71	0.02%
FIDUCIENT ADVISORS LLC	19.10K	Jun 30, 26	-908	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	18.81K	Jun 30, 26	-460	0.02%
MATHER GROUP, LLC.	18.71K	Jun 30, 26	-564	0.02%
Bayshore Capital Advisors, LLC	18.46K	Jun 30, 26	+2.58K	0.02%
Diversified Trust Co	18.23K	Jun 30, 26	-69	0.02%
Stegner Investment Associates Inc.	18.23K	Jun 30, 26	-2.31K	0.02%
Apella Capital, LLC	17.93K	Jun 30, 26	--	0.02%
Storen Legacy Partners, LLC	17.83K	Jun 30, 26	+17.83K	0.02%
Tower Research Capital LLC (TRC)	17.76K	Jun 30, 26	+17.76K	0.02%
WealthTrust Asset Management, LLC	17.64K	Jun 30, 26	+106	0.02%
Atomi Financial Group, Inc.	17.49K	Jun 30, 26	-4.52K	0.02%
Hirtle Callaghan & Co LLC	17.48K	Jun 30, 26	-116	0.01%
Csenge Advisory Group	17.43K	Jun 30, 26	+169	0.01%
Garde Capital, Inc.	17.36K	Jun 30, 26	-45	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	17.36K	Jun 30, 26	+918	0.01%
FCA CORP /TX	17.36K	Jun 30, 26	+193	0.01%
Ashton Thomas Private Wealth, LLC	17.30K	Jun 30, 26	+227	0.01%
RETIREMENT INCOME SOLUTIONS, INC	17.25K	Jun 30, 26	--	0.01%
Miracle Mile Advisors, LLC	17.06K	Jun 30, 26	+7.72K	0.01%
HIGHLAND CAPITAL MANAGEMENT, LLC	17.00K	Jun 30, 26	-759	0.01%
Checchi Capital Advisers, LLC	16.97K	Jun 30, 26	+1.39K	0.01%
Roble, Belko & Company, Inc	16.93K	Jun 30, 26	--	0.01%
Destination Wealth Management	16.78K	Jun 30, 26	+806	0.01%
XPONANCE, INC.	16.33K	Jun 30, 26	-2.74K	0.01%
Bensler, LLC	16.28K	Jun 30, 26	-146	0.01%
Allworth Financial LP	16.03K	Jun 30, 26	-428	0.01%
Sumitomo Mitsui Trust Group, Inc.	15.76K	Jun 30, 26	+710	0.01%
Woodward Financial Advisors, Inc.	15.76K	Jun 30, 26	-676	0.01%
SENTINEL PENSION ADVISORS INC	15.56K	Jun 30, 26	+15.56K	0.01%
FIRST FINANCIAL BANKSHARES INC	15.44K	Jun 30, 26	--	0.01%
Prospera Financial Services Inc	15.40K	Jun 30, 26	+700	0.01%
Chicago Partners Investment Group LLC	15.40K	Jun 30, 26	+128	0.01%
Sanibel Captiva Trust Company, Inc.	15.25K	Jun 30, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	15.15K	Jun 30, 26	-3.83K	0.01%
Sound View Wealth Advisors Group, LLC	15.10K	Jun 30, 26	+251	0.01%
PEOPLES BANK /OH	15.07K	Jun 30, 26	-210	0.01%
Owl Creek Wealth Partners LLC	15.04K	Jun 30, 26	+257	0.01%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	14.97K	Jun 30, 26	--	0.01%
SHELTON WEALTH MANAGEMENT, LLC	14.93K	Jun 30, 26	-248	0.01%
LOWERY THOMAS, LLC	14.83K	Jun 30, 26	+28	0.01%
Aspen Capital Management, LLC	14.71K	Jun 30, 26	-99	0.01%
Financial Engines Advisors L.L.C.	14.51K	Jun 30, 26	+197	0.01%
ANCHOR CAPITAL ADVISORS LLC	14.49K	Jun 30, 26	+4	0.01%
Strategic Investment Advisors / MI	14.48K	Jun 30, 26	-178	0.01%
PRICE T ROWE ASSOCIATES INC /MD/	14.47K	Jun 30, 26	+218	0.01%
Rehmann Capital Advisory Group	14.44K	Jun 30, 26	+469	0.01%
Adviser Investments LLC	14.36K	Jun 30, 26	+139	0.01%
Sageworth Trust Co	14.27K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	14.21K	Jun 30, 26	+8.45K	0.01%
Seneca Financial Advisors LLC	14.14K	Jun 30, 26	+15	0.01%
HARBOR INVESTMENT ADVISORY, LLC	14.03K	Jun 30, 26	+981	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	14.01K	Jun 30, 26	+1.07K	0.01%
B. Riley Wealth Advisors, Inc.	14.01K	Jun 30, 26	-3.13K	0.01%
CONSILIO WEALTH ADVISORS, LLC	13.96K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	13.86K	Jun 30, 26	+10.40K	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	13.64K	Jun 30, 26	-163	0.01%
Waldron Private Wealth LLC	13.47K	Jun 30, 26	-373	0.01%
Baker Avenue Asset Management, LP	13.40K	Jun 30, 26	-323	0.01%
Valeo Financial Advisors, LLC	13.35K	Jun 30, 26	+1.30K	0.01%
Midwest Trust Co	13.24K	Jun 30, 26	-340	0.01%
IFC Advisors LLC	13.07K	Jun 30, 26	--	0.01%
Avidian Wealth Solutions, LLC	13.06K	Jun 30, 26	+77	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	13.05K	Jun 30, 26	-697	0.01%
Sand Hill Global Advisors, LLC	12.99K	Jun 30, 26	+491	0.01%
Plancorp, LLC	12.87K	Jun 30, 26	+2.68K	0.01%
St. Clair Advisors, LLC	12.83K	Jun 30, 26	-19.93K	0.01%
Strategic Blueprint, LLC	12.72K	Jun 30, 26	-205	0.01%
Moisand Fitzgerald Tamayo, LLC	12.71K	Jun 30, 26	-300	0.01%
J.W. COLE ADVISORS, INC.	12.70K	Jun 30, 26	+12.70K	0.01%
Maridea Wealth Management LLC	12.70K	Jun 30, 26	+4.25K	0.01%
Crestwood Advisors Group LLC	12.67K	Jun 30, 26	+1.25K	0.01%
Utah Retirement Systems	12.58K	Jun 30, 26	-13.80K	0.01%
ICONIQ Capital, LLC	12.50K	Jun 30, 26	-597	0.01%
Summit Financial Strategies, Inc.	12.40K	Jun 30, 26	-73	0.01%
HANCOCK WHITNEY CORP	12.38K	Jun 30, 26	-128	0.01%
Basecamp Wealth Advisors LLC	12.36K	Jun 30, 26	-75	0.01%
TOCQUEVILLE ASSET MANAGEMENT L.P.	12.21K	Jun 30, 26	--	0.01%
Visionary Wealth Advisors	12.17K	Jun 30, 26	-248	0.01%
GUYASUTA INVESTMENT ADVISORS INC	12.13K	Jun 30, 26	--	0.01%
NEW WAVE WEALTH ADVISORS LLC	12.09K	Jun 30, 26	+2.20K	0.01%
JANE STREET GROUP, LLC	12.08K	Jun 30, 26	-35.56K	0.01%
Linscomb & Williams, Inc.	11.99K	Jun 30, 26	-30	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11.97K	Jun 30, 26	--	0.01%
HFG Advisors, Inc.	11.96K	Jun 30, 26	+38	0.01%
Next Capital Management LLC	11.95K	Jun 30, 26	+2	0.01%
BROWN BROTHERS HARRIMAN & CO	11.87K	Jun 30, 26	+1.49K	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	11.83K	Jun 30, 26	+302	0.01%
J.Safra Asset Management Corp	11.81K	Jun 30, 26	+23	0.01%
PHILADELPHIA TRUST CO	11.63K	Jun 30, 26	-318	0.01%
Freestone Capital Holdings, LLC	11.57K	Jun 30, 26	+151	0.01%
FIFTH THIRD SECURITIES, INC.	11.39K	Jun 30, 26	-734	0.01%
Intrua Financial, LLC	11.10K	Jun 30, 26	-804	0.01%
Corundum Group, Inc.	10.98K	Jun 30, 26	+258	0.01%
Americana Partners, LLC	10.96K	Jun 30, 26	--	0.01%
CHERRYDALE WEALTH MANAGEMENT, LLC	10.85K	Jun 30, 26	+22	0.01%
TCG Advisory Services, LLC	10.79K	Jun 30, 26	+3.03K	0.01%
Belpointe Asset Management LLC	10.79K	Jun 30, 26	+438	0.01%
Elk River Wealth Management, LLC	10.68K	Jun 30, 26	-1.22K	0.01%
Trust Co of Tennessee	10.66K	Jun 30, 26	--	0.01%
Calamos Wealth Management LLC	10.61K	Jun 30, 26	-1.56K	0.01%
Capital Group Private Client Services, Inc.	10.59K	Jun 30, 26	-649	0.01%
Connecticut Wealth Management, LLC	10.54K	Jun 30, 26	+16	0.01%
Ascent Group, LLC	10.51K	Jun 30, 26	+75	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10.47K	Jun 30, 26	-3.96K	0.01%
Horizon Investment Services, LLC	10.44K	Jun 30, 26	-74	0.01%
Smartleaf Asset Management LLC	10.41K	Jun 30, 26	--	0.01%
Northern Lights Advisors, Inc.	10.40K	Jun 30, 26	--	0.01%
Cyndeo Wealth Partners, LLC	10.36K	Jun 30, 26	+9.75K	0.01%
Concurrent Investment Advisors, LLC	10.34K	Jun 30, 26	+4.35K	0.01%
Lansing Street Advisors	10.33K	Jun 30, 26	+22	0.01%
Sentinel Advisory Group, LLC	10.31K	Jun 30, 26	-260	0.01%
Ullmann Wealth Partners Group, LLC	10.28K	Jun 30, 26	+93	0.01%
H&H Retirement Design & Management INC	10.26K	Jun 30, 26	+713	0.01%
Integrated Advisors Network LLC	10.24K	Jun 30, 26	-482	0.01%
CONNABLE OFFICE INC	10.20K	Jun 30, 26	-8	0.01%
MITCHELL SINKLER & STARR/PA	10.13K	Jun 30, 26	+250	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	10.09K	Jun 30, 26	--	0.01%
Financial Services Advisory Inc	10.06K	Jun 30, 26	-149	0.01%
Dakota Wealth Management	10.03K	Jun 30, 26	-820	0.01%
MKD WEALTH COACHES, LLC	10.02K	Jun 30, 26	--	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	9.98K	Jun 30, 26	-800	0.01%
Portfolio Resources Advisor Group, Inc.	9.91K	Jun 30, 26	-3.16K	0.01%
Evensky & Katz LLC	9.82K	Jun 30, 26	+1	0.01%
AE Wealth Management LLC	9.74K	Jun 30, 26	+2.38K	0.01%
Harbour Capital Advisors, LLC	9.73K	Jun 30, 26	-750	0.01%
FORVIS Wealth Advisors, LLC	9.64K	Jun 30, 26	--	0.01%
BIP Wealth, LLC	9.62K	Jun 30, 26	+7.69K	0.01%
G2 CAPITAL MANAGEMENT, LLC / OH	9.56K	Jun 30, 26	+1	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	9.54K	Jun 30, 26	-488	0.01%
Haverford Trust Co	9.54K	Jun 30, 26	--	0.01%
Kera Capital Partners, Inc.	9.51K	Jun 30, 26	+112	0.01%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	9.51K	Jun 30, 26	+731	0.01%
MEMBERS WEALTH LLC	9.50K	Jun 30, 26	+1.07K	0.01%
Fountainhead AM, LLC	9.47K	Jun 30, 26	-2.49K	0.01%
PRECEDENT WEALTH PARTNERS, LLC	9.45K	Jun 30, 26	-187	0.01%
Ellis Investment Partners, LLC	9.36K	Jun 30, 26	+345	0.01%
StoryOne LLC	9.12K	Jun 30, 26	+9.12K	0.01%
Ashford Advisors, LLC	9.11K	Jun 30, 26	--	0.01%
WELCH & FORBES LLC	9.04K	Jun 30, 26	--	0.01%
LMCG INVESTMENTS, LLC	9.00K	Jun 30, 26	-275	0.01%
Cambridge Financial Group, LLC	8.96K	Jun 30, 26	-1.38K	0.01%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	8.87K	Jun 30, 26	-136	0.01%
Mutual Advisors, LLC	8.72K	Jun 30, 26	-43	0.01%
GHP Investment Advisors, Inc.	8.65K	Jun 30, 26	+1	0.01%
Chevy Chase Trust Holdings, LLC	8.50K	Jun 30, 26	-235	0.01%
First Western Trust Bank	8.48K	Jun 30, 26	+1.76K	0.01%
Security Financial Services, INC.	8.47K	Jun 30, 26	-167	0.01%
Prime Capital Investment Advisors, LLC	8.45K	Jun 30, 26	+1.44K	0.01%
LCW Services, LLC	8.43K	Jun 30, 26	-9	0.01%
Brinker Capital Investments, LLC	8.39K	Jun 30, 26	-10.15K	0.01%
KM Capital Management Ltd.	8.37K	Jun 30, 26	+8.37K	0.01%
FORTERIS WEALTH MANAGEMENT INC.	8.36K	Jun 30, 26	+138	0.01%
SEI INVESTMENTS CO	8.34K	Jun 30, 26	-1.22K	0.01%
Squarepoint Ops LLC	8.32K	Jun 30, 26	+8.32K	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	8.31K	Jun 30, 26	--	0.01%
Bear Mountain Capital, Inc.	8.30K	Jun 30, 26	--	0.01%
Cranbrook Wealth Management, LLC	8.23K	Jun 30, 26	-1.36K	0.01%
SMITH, MOORE & CO.	8.20K	Jun 30, 26	-97	0.01%
Buckingham Strategic Partners	8.18K	Jun 30, 26	+17	0.01%
Cornerstone Advisory, LLC	8.15K	Jun 30, 26	+8	0.01%
Arkadios Wealth Advisors	8.07K	Jun 30, 26	+341	0.01%
Bryn Mawr Capital Management, LLC	8.07K	Jun 30, 26	-58	0.01%
IFP Advisors, Inc	8.04K	Jun 30, 26	-1.62K	0.01%
Fragasso Group Inc.	8.04K	Jun 30, 26	+2	0.01%
Vanguard National Trust Co	8.01K	Jun 30, 26	-128	0.01%
CERTUITY, LLC	7.96K	Jun 30, 26	+1	0.01%
Topel & Distasi Wealth Management, LLC	7.93K	Jun 30, 26	-19	0.01%
Prosperity Consulting Group, LLC	7.79K	Jun 30, 26	+1.38K	0.01%
Selby Wealth Management, LLC	7.79K	Jun 30, 26	--	0.01%
TFC Financial Management, Inc.	7.76K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	7.76K	Jun 30, 26	+1.34K	0.01%
GTS SECURITIES LLC	7.71K	Jun 30, 26	-24.03K	0.01%
Riverpoint Wealth Management Holdings, LLC	7.67K	Jun 30, 26	+16	0.01%
Parallel Advisors, LLC	7.63K	Jun 30, 26	+817	0.01%
Hillcrest Wealth Advisors - NY, LLC	7.63K	Jun 30, 26	-100	0.01%
EverSource Wealth Advisors, LLC	7.61K	Jun 30, 26	-1.55K	0.01%
Center for Wealth Management Advisory	7.60K	Jun 30, 26	-64	0.01%
Acropolis Investment Management, LLC	7.56K	Jun 30, 26	--	0.01%

Holder

Date

Change

% Held

Paladin Partners, LLC

55.02K

Sep 30, 26

+2.69K

0.05%

AMERICAN NATIONAL BANK

24.54K

Sep 30, 26

-558

0.02%

SigFig Wealth Management, LLC

14.91K

Sep 30, 26

-199

0.01%

Cambridge Financial Group, LLC

8.96K

Sep 30, 26

0.01%

Box Hill Private Wealth LLC

7.74K

Sep 30, 26

+448

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

7.35K

Sep 30, 26

0.01%

EASTERN BANK

5.08K

Sep 30, 26

-116

0.00%

Asempa Wealth Advisors

4.71K

Sep 30, 26

-458

0.00%

LBJ Family Wealth Advisors, Ltd.

4.67K

Sep 30, 26

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

4.36K

Sep 30, 26

-50

0.00%

Pathway Financial Advisors LLC

3.40K

Sep 30, 26

0.00%

Montecito Bank & Trust

3.33K

Sep 30, 26

-10

0.00%

Legacy Private Trust Co.

3.26K

Sep 30, 26

0.00%

Heartwood Wealth Advisors LLC

3.06K

Sep 30, 26

0.00%

ROCKLAND TRUST CO

2.52K

Sep 30, 26

0.00%

Retirement Wealth Solutions LLC

2.30K

Sep 30, 26

+28

0.00%

Wealth Enhancement Trust Services, Inc.

1.80K

Sep 30, 26

0.00%

Stonebridge Financial Group, LLC

1.65K

Sep 30, 26

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

1.52K

Sep 30, 26

0.00%

Adelphi Trust Co

1.50K

Sep 30, 26

+133

0.00%

Global Wealth Strategies & Associates

1.41K

Sep 30, 26

+29

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

1.11K

Sep 30, 26

-127

0.00%

Baring Financial LLC

1.08K

Sep 30, 26

0.00%

Venture Visionary Partners LLC

1.06K

Sep 30, 26

-44

0.00%

Coastline Trust Co

941

Sep 30, 26

-3.15K

0.00%

Iowa State Bank

800

Sep 30, 26

0.00%

Polaris Financial Partners

748

Sep 30, 26

+748

0.00%

CapWealth Advisors, LLC

713

Sep 30, 26

+13

0.00%

RVW Wealth, LLC

555

Sep 30, 26

0.00%

TOMPKINS FINANCIAL CORP

427

Sep 30, 26

+136

0.00%

Roxbury Financial LLC

360

Sep 30, 26

0.00%

CX Institutional

257

Sep 30, 26

0.00%

Horizons Wealth Management

170

Sep 30, 26

+170

0.00%

Investors Research Corp

154

Sep 30, 26

-5

0.00%

NORTH POINT PORTFOLIO MANAGERS CORP/OH

Sep 30, 26

+91

0.00%

Planning Strategies Inc.

Sep 30, 26

+73

0.00%

STEPH & CO

Sep 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

Sep 30, 26

-18

0.00%

Noble Wealth Management PBC

Sep 30, 26

0.00%

Rosenberg Matthew Hamilton

Sep 30, 26

-6

0.00%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Sep 30, 26

-4.42K

PARK NATIONAL CORP /OH/

Sep 30, 26

-497

ARGENT CAPITAL MANAGEMENT LLC

Sep 30, 26

-1.23K

FMR LLC

9.94M

Jun 30, 26

-117.02K

8.53%

JONES FINANCIAL COMPANIES LLLP

8.71M

Jun 30, 26

-1.75M

7.47%

BANK OF AMERICA CORP /DE/

4.57M

Jun 30, 26

-588.43K

3.92%

ENVESTNET ASSET MANAGEMENT INC

3.91M

Jun 30, 26

-434.74K

3.35%

M&T BANK CORP

2.90M

Jun 30, 26

+38.38K

2.49%

NORTHERN TRUST CORP

2.55M

Jun 30, 26

-107.76K

2.19%

LPL Financial LLC

2.54M

Jun 30, 26

+7.16K

2.18%

PNC FINANCIAL SERVICES GROUP, INC.

2.31M

Jun 30, 26

-16.16K

1.98%

BlackRock, Inc.

2.29M

Jun 30, 26

+651.57K

1.96%

MORGAN STANLEY

2.04M

Jun 30, 26

+11.09K

1.75%

Colony Group, LLC

1.86M

Jun 30, 26

-73.59K

1.59%

Millburn Ridgefield Corp

1.64M

Jun 30, 26

-3.97K

1.40%

Catalyst Capital Advisors LLC

1.64M

Jun 30, 26

-3.97K

1.40%

JPMORGAN CHASE & CO

1.63M

Jun 30, 26

+367.94K

1.40%

WELLS FARGO & COMPANY/MN

1.58M

Jun 30, 26

-2.10K

1.35%

JOHNSON INVESTMENT COUNSEL INC

1.43M

Jun 30, 26

+9.82K

1.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.34M

Jun 30, 26

-42.69K

1.15%

BOKF, NA

1.28M

Jun 30, 26

-5.60K

1.10%

CAPTRUST FINANCIAL ADVISORS

1.27M

Jun 30, 26

-9.32K

1.09%

UBS Group AG

1.14M

Jun 30, 26

+198

0.98%

Pathstone Holdings, LLC

1.13M

Jun 30, 26

+20.88K

0.97%

GOLDMAN SACHS GROUP INC

1.08M

Jun 30, 26

-86.77K

0.93%

US BANCORP \DE\

856.68K

Jun 30, 26

-35.50K

0.73%

Dynasty Wealth Management, LLC

838.20K

Jun 30, 26

+836.22K

0.72%

FIFTH THIRD BANCORP

833.09K

Jun 30, 26

-16.89K

0.71%

Cerity Partners LLC

815.66K

Jun 30, 26

+15.54K

0.70%

National Mutual Insurance Federation of Agricultural Cooperatives

791.00K

Jun 30, 26

0.68%

MERCER GLOBAL ADVISORS INC /ADV

721.48K

Jun 30, 26

-63.26K

0.62%

Legacy Wealth Management, Inc

702.61K

Jun 30, 26

-5.59K

0.60%

Creative Planning

651.22K

Jun 30, 26

+8.92K

0.56%

Capstone Financial Advisors, Inc.

637.50K

Jun 30, 26

-8.82K

0.55%

Pinnacle Financial Partners, Inc.

625.35K

Jun 30, 26

+15.64K

0.54%

Mariner, LLC

566.20K

Jun 30, 26

-14.49K

0.49%

RAYMOND JAMES FINANCIAL INC

565.17K

Jun 30, 26

-26.90K

0.48%

HighTower Advisors, LLC

524.62K

Jun 30, 26

+480

0.45%

IEQ CAPITAL, LLC

492.61K

Jun 30, 26

-22.68K

0.42%

AMERIPRISE FINANCIAL INC

482.32K

Jun 30, 26

+2.61K

0.41%

OpenArc Corporate Advisory, LLC

437.25K

Jun 30, 26

+437.25K

0.38%

Empower Advisory Group, LLC

430.49K

Jun 30, 26

-12.07K

0.37%

TRUIST FINANCIAL CORP

410.93K

Jun 30, 26

-18.73K

0.35%

Cetera Investment Advisers

381.18K

Jun 30, 26

+20.10K

0.33%

CIBC Bancorp USA Inc.

380.08K

Jun 30, 26

+2.34K

0.33%

RED CEDAR INVESTMENT MANAGEMENT, LLC

379.92K

Jun 30, 26

-15.41K

0.33%

ROYAL BANK OF CANADA

352.34K

Jun 30, 26

-24.78K

0.30%

MPS Loria Financial Planners, LLC

347.48K

Jun 30, 26

+6.55K

0.30%

BANK OF MONTREAL /CAN/

341.97K

Jun 30, 26

+353

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

336.01K

Jun 30, 26

+2.39K

0.29%

HSBC HOLDINGS PLC

318.48K

Jun 30, 26

-7.02K

0.27%

Waverly Advisors, LLC

314.70K

Jun 30, 26

-4.32K

0.27%

SAGESPRING WEALTH PARTNERS, LLC

311.15K

Jun 30, 26

+308.54K

0.27%

NorthRock Partners, LLC

295.23K

Jun 30, 26

-3.03K

0.25%

Arbor Investment Advisors, LLC

284.88K

Jun 30, 26

-6.10K

0.24%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

279.64K

Jun 30, 26

+7.13K

0.24%

Johns Hopkins University

264.48K

Jun 30, 26

0.23%

COMMERCE BANK

262.59K

Jun 30, 26

-1.28K

0.23%

McKinley Carter Wealth Services, Inc.

249.43K

Jun 30, 26

+2.13K

0.21%

Winthrop Advisory Group LLC

247.60K

Jun 30, 26

-1.84K

0.21%

AQR CAPITAL MANAGEMENT LLC

238.85K

Jun 30, 26

+70.52K

0.20%

AMG National Trust Bank

236.27K

Jun 30, 26

-23.86K

0.20%

TIAA Wealth Investment Management LLC

233.44K

Jun 30, 26

-16.94K

0.20%

Baird Financial Group, Inc.

227.37K

Jun 30, 26

-1.83K

0.20%

ADVISOR GROUP HOLDINGS, INC.

224.50K

Jun 30, 26

+17.84K

0.19%

MILLENNIUM MANAGEMENT LLC

209.77K

Jun 30, 26

-312.15K

0.18%

STIFEL FINANCIAL CORP

209.27K

Jun 30, 26

+16.73K

0.18%

Ballentine Partners, LLC

205.67K

Jun 30, 26

-735

0.18%

COLDSTREAM CAPITAL MANAGEMENT INC

197.62K

Jun 30, 26

-2.95K

0.17%

JFS WEALTH ADVISORS, LLC

196.25K

Jun 30, 26

-3.12K

0.17%

BOK Financial Private Wealth, Inc.

192.85K

Jun 30, 26

-2.84K

0.17%

WASHINGTON TRUST Co

187.58K

Jun 30, 26

-1.79K

0.16%

CI Private Wealth, LLC

184.91K

Jun 30, 26

+5.43K

0.16%

BNP PARIBAS ARBITRAGE, SNC

175.48K

Jun 30, 26

-4.79K

0.15%

BROWN ADVISORY INC

173.34K

Jun 30, 26

-30.57K

0.15%

Mason & Associates Inc

166.14K

Jun 30, 26

+1.14K

0.14%

Boston Partners

165.27K

Jun 30, 26

+164.97K

0.14%

Cambridge Investment Research Advisors, Inc.

163.63K

Jun 30, 26

-4.89K

0.14%

Bank of New York Mellon Corp

162.96K

Jun 30, 26

-1.92K

0.14%

BRIGHTON JONES LLC

161.00K

Jun 30, 26

-66

0.14%

Enclave Advisors LLC

159.91K

Jun 30, 26

-1.67K

0.14%

Hippocratic Financial Advisors, LLC

158.53K

Jun 30, 26

+5.33K

0.14%

Norinchukin Bank, The

155.00K

Jun 30, 26

+155.00K

0.13%

Napier Financial, LLC

152.88K

Jun 30, 26

+550

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

149.58K

Jun 30, 26

-6.13K

0.13%

DT Investment Partners, LLC

148.92K

Jun 30, 26

+25.10K

0.13%

Gotham Asset Management, LLC

148.36K

Jun 30, 26

+20.57K

0.13%

PRINCIPAL SECURITIES, INC.

147.17K

Jun 30, 26

-35.24K

0.13%

JT Stratford LLC

146.43K

Jun 30, 26

+6.43K

0.13%

Wealthspire Advisors, LLC

145.10K

Jun 30, 26

+62.34K

0.12%

Beacon Pointe Advisors, LLC

141.52K

Jun 30, 26

-4.88K

0.12%

CHOREO, LLC

139.51K

Jun 30, 26

-2.22K

0.12%

Financial Management Professionals, Inc.

137.40K

Jun 30, 26

+20.97K

0.12%

Rockefeller Capital Management L.P.

134.40K

Jun 30, 26

-4.04K

0.12%

NIXON PEABODY TRUST CO

131.84K

Jun 30, 26

+564

0.11%

Wealthfront Advisers LLC

128.98K

Jun 30, 26

-185

0.11%

NewEdge Advisors, LLC

128.08K

Jun 30, 26

+2.69K

0.11%

Jordan Park Group LLC

126.40K

Jun 30, 26

+3.13K

0.11%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

124.30K

Jun 30, 26

0.11%

Conservest Capital Advisors, Inc.

122.46K

Jun 30, 26

-7.70K

0.11%

Keel Point, LLC

122.45K

Jun 30, 26

-1.51K

0.11%

Trust Co

121.73K

Jun 30, 26

-1.05K

0.10%

Brewster Financial Planning LLC

119.02K

Jun 30, 26

-964

0.10%

Lido Advisors, LLC

118.49K

Jun 30, 26

-154.01K

0.10%

ASPIRIANT, LLC

116.06K

Jun 30, 26

+3.35K

0.10%

LAIRD NORTON TRUST COMPANY, LLC

116.03K

Jun 30, 26

-809

0.10%

Envestnet Portfolio Solutions, Inc.

113.30K

Jun 30, 26

-33.33K

0.10%

Clearstead Advisors, LLC

113.06K

Jun 30, 26

-36.23K

0.10%

HOGE FINANCIAL SERVICES, LLC

111.49K

Jun 30, 26

-1.11K

0.10%

American Financial Advisors, LLC

105.85K

Jun 30, 26

-2.48K

0.09%

WHITTIER TRUST CO OF NEVADA INC

104.96K

Jun 30, 26

-530

0.09%

Busey Wealth Management

104.14K

Jun 30, 26

-479

0.09%

SIGMA INVESTMENT COUNSELORS INC

103.53K

Jun 30, 26

-2.00K

0.09%

MONTAG A & ASSOCIATES INC

103.23K

Jun 30, 26

-4.19K

0.09%

Ohio National Investments, Inc.

101.44K

Jun 30, 26

0.09%

MML INVESTORS SERVICES, LLC

100.75K

Jun 30, 26

-69.14K

0.09%

St. Louis Trust Co

95.74K

Jun 30, 26

-87

0.08%

Quantinno Capital Management LP

94.03K

Jun 30, 26

+4.53K

0.08%

RTD Financial Advisors, Inc.

93.43K

Jun 30, 26

-1.11K

0.08%

FRANKLIN RESOURCES INC

92.31K

Jun 30, 26

-3.66K

0.08%

Franklin, Parlapiano, Turner & Welch, LLC

91.89K

Jun 30, 26

-1.20K

0.08%

STEPHENS INC /AR/

91.20K

Jun 30, 26

+4.51K

0.08%

TFO-TDC, LLC

90.22K

Jun 30, 26

-454

0.08%

Pitcairn Wealth Advisors LLC

89.43K

Jun 30, 26

-2.85K

0.08%

Legacy Advisors, LLC

89.26K

Jun 30, 26

-7

0.08%

MAI Capital Management

86.39K

Jun 30, 26

+9.57K

0.07%

BRYN MAWR TRUST Co

85.67K

Jun 30, 26

-1.33K

0.07%

Parker Investment Management, LLC

85.48K

Jun 30, 26

-1.58K

0.07%

Legal & General Group Plc

85.46K

Jun 30, 26

+30.79K

0.07%

Wescott Financial Advisory Group, LLC

85.29K

Jun 30, 26

-1.24K

0.07%

Robertson Stephens Wealth Management, LLC

85.16K

Jun 30, 26

0.07%

Kestra Advisory Services, LLC

83.98K

Jun 30, 26

+2.15K

0.07%

Gray Private Wealth, LLC

83.37K

Jun 30, 26

-1.89K

0.07%

WHITTIER TRUST CO

82.39K

Jun 30, 26

-93

0.07%

May Hill Capital, LLC

82.04K

Jun 30, 26

-1.53K

0.07%

XML Financial, LLC

81.94K

Jun 30, 26

-621

0.07%

Schoolcraft Capital LLC

81.78K

Jun 30, 26

-6.46K

0.07%

ACT WEALTH MANAGEMENT, LLC

81.46K

Jun 30, 26

+3.81K

0.07%

BTC Capital Management, Inc.

81.26K

Jun 30, 26

+10.02K

0.07%

BLAIR WILLIAM & CO/IL

80.77K

Jun 30, 26

-122

0.07%

Private Advisor Group, LLC

80.41K

Jun 30, 26

+42.60K

0.07%

Opus Capital Group, LLC

80.31K

Jun 30, 26

+2.27K

0.07%

PARK AVENUE SECURITIES LLC

80.04K

Jun 30, 26

-1.87K

0.07%

MONETA GROUP INVESTMENT ADVISORS LLC

76.20K

Jun 30, 26

-790

0.07%

Karpus Management, Inc.

74.49K

Jun 30, 26

-10.61K

0.06%

Sequoia Financial Advisors, LLC

74.31K

Jun 30, 26

-423

0.06%

HUNTINGTON NATIONAL BANK

73.24K

Jun 30, 26

+6.47K

0.06%

Allen Investment Management LLC

71.10K

Jun 30, 26

-2.89K

0.06%

Integrated Wealth Concepts LLC

70.24K

Jun 30, 26

+4.98K

0.06%

GLENMEDE TRUST CO NA

67.42K

Jun 30, 26

-5

0.06%

Modera Wealth Management, LLC

66.97K

Jun 30, 26

-326

0.06%

SCHRODER INVESTMENT MANAGEMENT GROUP

66.73K

Jun 30, 26

-138.71K

0.06%

Savant Capital, LLC

63.76K

Jun 30, 26

+2.64K

0.05%

MISSION WEALTH MANAGEMENT, LP

63.09K

Jun 30, 26

+749

0.05%

UMB Bank, n.a.

62.83K

Jun 30, 26

+3.62K

0.05%

Equitable Holdings, Inc.

61.55K

Jun 30, 26

-89.16K

0.05%

QUADRANT CAPITAL GROUP LLC

58.96K

Jun 30, 26

-79

0.05%

DAVIS R M INC

58.47K

Jun 30, 26

-470

0.05%

Cornerstone Wealth Group, LLC

58.42K

Jun 30, 26

-535

0.05%

Perigon Wealth Management, LLC

57.20K

Jun 30, 26

-2.00K

0.05%

Heritage Investment Group, Inc.

56.37K

Jun 30, 26

-1.71K

0.05%

RHUMBLINE ADVISERS

55.85K

Jun 30, 26

-22.70K

0.05%

Resources Investment Advisors, LLC.

55.72K

Jun 30, 26

-5.46K

0.05%

Single Point Partners, LLC

55.52K

Jun 30, 26

-1.25K

0.05%

Centerpoint Advisors, LLC

53.85K

Jun 30, 26

-38

0.05%

Paragon Capital Management LLC

53.45K

Jun 30, 26

-853

0.05%

Johnson Financial Group, Inc.

53.43K

Jun 30, 26

-832

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

52.72K

Jun 30, 26

-2.02K

0.05%

Paladin Partners, LLC

52.34K

Jun 30, 26

-490

0.04%

Mullaney, Keating & Wright, Inc.

52.03K

Jun 30, 26

+80

0.04%

SENTINEL WEALTH MANAGEMENT, INC.

51.54K

Jun 30, 26

-212

0.04%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

50.00K

Jun 30, 26

0.04%

CITIGROUP INC

49.48K

Jun 30, 26

-1.40K

0.04%

Auxano Advisors, LLC

49.42K

Jun 30, 26

-335

0.04%

Cresset Asset Management, LLC

49.41K

Jun 30, 26

-730

0.04%

Badgley Phelps Wealth Managers, LLC

49.01K

Jun 30, 26

-1.45K

0.04%

SCS Capital Management LLC

48.70K

Jun 30, 26

-296

0.04%

Trust Point Inc.

46.87K

Jun 30, 26

-8.41K

0.04%

Tortoise Investment Management, LLC

46.52K

Jun 30, 26

-444

0.04%

Wealthcare Advisory Partners LLC

46.06K

Jun 30, 26

-1.37K

0.04%

Rice Partnership, LLC

45.59K

Jun 30, 26

-158

0.04%

TIAA TRUST, NATIONAL ASSOCIATION

45.36K

Jun 30, 26

-487

0.04%

BESSEMER GROUP INC

45.17K

Jun 30, 26

0.04%

Nicholson Meyer Capital Management, Inc.

44.55K

Jun 30, 26

+7.80K

0.04%

ALLIANCEBERNSTEIN L.P.

43.68K

Jun 30, 26

-211

0.04%

DAIDO LIFE INSURANCE CO

43.60K

Jun 30, 26

-54.38K

0.04%

HB Wealth Management, LLC

43.29K

Jun 30, 26

+1.06K

0.04%

RENAISSANCE TECHNOLOGIES LLC

42.64K

Jun 30, 26

+42.64K

0.04%

Latigo Investments, LLC

42.56K

Jun 30, 26

0.04%

Farther Finance Advisors, LLC

42.31K

Jun 30, 26

-5.32K

0.04%

Glassman Wealth Services

42.20K

Jun 30, 26

-657

0.04%

New England Private Wealth Advisors LLC

41.79K

Jun 30, 26

0.04%

TWIN FOCUS CAPITAL PARTNERS, LLC

41.16K

Jun 30, 26

0.04%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

40.79K

Jun 30, 26

-78.66K

0.03%

YHB Investment Advisors, Inc.

40.62K

Jun 30, 26

-4

0.03%

Texas Capital Bank Wealth Management Services Inc

39.88K

Jun 30, 26

-1.25K

0.03%

Neuberger Berman Group LLC

39.69K

Jun 30, 26

-34.19K

0.03%

Glenview Trust Co

39.58K

Jun 30, 26

+770

0.03%

SG Americas Securities, LLC

38.95K

Jun 30, 26

0.03%

CHARTIST INC /CA/

38.89K

Jun 30, 26

-367

0.03%

BARTLETT & CO. WEALTH MANAGEMENT LLC

37.76K

Jun 30, 26

0.03%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

37.32K

Jun 30, 26

-1.78K

0.03%

TD PRIVATE CLIENT WEALTH LLC

36.98K

Jun 30, 26

-13.75K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

36.59K

Jun 30, 26

-382

0.03%

BRADLEY FOSTER & SARGENT INC/CT

36.56K

Jun 30, 26

-2.99K

0.03%

Janney Montgomery Scott LLC

35.67K

Jun 30, 26

-713

0.03%

JMG Financial Group, Ltd.

35.66K

Jun 30, 26

-1.30K

0.03%

Advance Capital Management, Inc.

34.54K

Jun 30, 26

+22

0.03%

Stratos Wealth Partners, LTD.

33.60K

Jun 30, 26

+3.17K

0.03%

SMITH CHAS P & ASSOCIATES PA CPAS

33.48K

Jun 30, 26

0.03%

HRT FINANCIAL LP

33.36K

Jun 30, 26

+26.17K

0.03%

ETF Portfolio Partners, Inc.

33.27K

Jun 30, 26

-199

0.03%

Northstar Financial Companies, Inc.

33.25K

Jun 30, 26

0.03%

RMB Capital Management, LLC

33.20K

Jun 30, 26

-907

0.03%

FIDUCIARY TRUST CO

32.49K

Jun 30, 26

-366

0.03%

FIDUCIARY COUNSELLING INC

32.45K

Jun 30, 26

0.03%

UNIQUE WEALTH, LLC

32.45K

Jun 30, 26

+30.89K

0.03%

EP Wealth Advisors, LLC

31.59K

Jun 30, 26

+1.12K

0.03%

Evercore Wealth Management, LLC

30.86K

Jun 30, 26

-630

0.03%

1900 WEALTH MANAGEMENT LLC

30.69K

Jun 30, 26

+263

0.03%

TWO SIGMA INVESTMENTS, LP

30.68K

Jun 30, 26

-91.44K

0.03%

Ethos Financial Group, LLC

29.45K

Jun 30, 26

-534

0.03%

Atlantic Union Bankshares Corp

29.31K

Jun 30, 26

-121

0.03%

FLOW TRADERS U.S. LLC

29.22K

Jun 30, 26

+29.22K

0.03%

Fire Capital Management LLC

29.12K

Jun 30, 26

-1.08K

0.02%

Hamilton Capital, LLC

28.91K

Jun 30, 26

0.02%

Merit Financial Group, LLC

28.83K

Jun 30, 26

-5

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

28.80K

Jun 30, 26

-4.02K

0.02%

Centennial Bank/AR/

28.75K

Jun 30, 26

+234

0.02%

Sanctuary Advisors, LLC

28.66K

Jun 30, 26

+381

0.02%

Firestone Capital Management

28.56K

Jun 30, 26

-395

0.02%

North Star Investment Management Corp.

28.31K

Jun 30, 26

0.02%

HBK Sorce Advisory LLC

28.20K

Jun 30, 26

-133

0.02%

Turtle Creek Wealth Advisors, LLC

28.11K

Jun 30, 26

+720

0.02%

Aptus Capital Advisors, LLC

27.92K

Jun 30, 26

+1.07K

0.02%

Vise Technologies, Inc.

27.54K

Jun 30, 26

+8.90K

0.02%

Centerline Wealth Advisors, LLC

27.48K

Jun 30, 26

+27.48K

0.02%

SILVERCREST ASSET MANAGEMENT GROUP LLC

27.38K

Jun 30, 26

-220

0.02%

Spears Abacus Advisors LLC

27.32K

Jun 30, 26

0.02%

Parkside Financial Bank & Trust

27.26K

Jun 30, 26

+63

0.02%

Sepio Capital, LP

26.74K

Jun 30, 26

0.02%

CM WEALTH ADVISORS LLC

26.58K

Jun 30, 26

-180

0.02%

OXFORD FINANCIAL GROUP LTD

26.48K

Jun 30, 26

-286

0.02%

COREPATH WEALTH PARTNERS LLC

26.26K

Jun 30, 26

+532

0.02%

FORMULATE FINANCIAL LLC

26.13K

Jun 30, 26

+207

0.02%

NATIXIS ADVISORS, L.P.

26.07K

Jun 30, 26

+6.07K

0.02%

Indiana Trust & Investment Management CO

25.60K

Jun 30, 26

0.02%

Modern Wealth Management, LLC

25.54K

Jun 30, 26

+18.03K

0.02%

Graves Light Lenhart Wealth, Inc.

25.15K

Jun 30, 26

-193

0.02%

Catalytic Wealth RIA, LLC

24.85K

Jun 30, 26

+1.20K

0.02%

Pure Financial Advisors, LLC

24.70K

Jun 30, 26

-806

0.02%

CHILTON INVESTMENT CO INC.

24.55K

Jun 30, 26

0.02%

ARCADIA INVESTMENT ADVISORS LLC

24.08K

Jun 30, 26

-195

0.02%

Summit Wealth Partners, LLC

23.81K

Jun 30, 26

-1.11K

0.02%

Maryland State Retirement & Pension System

23.76K

Jun 30, 26

+5.58K

0.02%

Tudor Financial Inc.

23.38K

Jun 30, 26

-338

0.02%

MV CAPITAL MANAGEMENT, INC.

23.23K

Jun 30, 26

-175

0.02%

Campion Asset Management

23.06K

Jun 30, 26

-341

0.02%

Relyea Zuckerberg Hanson LLC

23.04K

Jun 30, 26

0.02%

Fort Point Capital Partners LLC

22.75K

Jun 30, 26

-25

0.02%

Cartesian Growth Corp

22.64K

Jun 30, 26

-33

0.02%

Omega Financial Group, LLC

22.30K

Jun 30, 26

-492

0.02%

Circle Wealth Management, LLC

22.13K

Jun 30, 26

0.02%

Summit Trail Advisors, LLC

22.09K

Jun 30, 26

-503

0.02%

NewSquare Capital LLC

21.74K

Jun 30, 26

-38

0.02%

Klingman & Associates, LLC

21.72K

Jun 30, 26

-315

0.02%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

21.51K

Jun 30, 26

0.02%

Bleakley Financial Group, LLC

21.48K

Jun 30, 26

+253

0.02%

Caprock Group, LLC

21.44K

Jun 30, 26

-3.56K

0.02%

Ackerman Asset Management, LLC

21.38K

Jun 30, 26

-90

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

20.89K

Jun 30, 26

-201

0.02%

Spire Wealth Management

20.61K

Jun 30, 26

-249

0.02%

Evanson Financial, LLC

20.53K

Jun 30, 26

+20.53K

0.02%

Toroso Investments, LLC

19.79K

Jun 30, 26

+910

0.02%

Monument Capital Management

19.73K

Jun 30, 26

-98

0.02%

REGIONS FINANCIAL CORP

19.69K

Jun 30, 26

-253

0.02%

Koss-Olinger Consulting, LLC

19.58K

Jun 30, 26

-19.05K

0.02%

Avestar Capital, LLC

19.54K

Jun 30, 26

0.02%

Advisory Services Network, LLC

19.50K

Jun 30, 26

+339

0.02%

Breakwater Capital Group

19.36K

Jun 30, 26

+401

0.02%

PACIFIC CAPITAL WEALTH ADVISORS, INC

19.23K

Jun 30, 26

0.02%

Sage Mountain Advisors LLC

19.14K

Jun 30, 26

-71

0.02%

FIDUCIENT ADVISORS LLC

19.10K

Jun 30, 26

-908

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

18.81K

Jun 30, 26

-460

0.02%

MATHER GROUP, LLC.

18.71K

Jun 30, 26

-564

0.02%

Bayshore Capital Advisors, LLC

18.46K

Jun 30, 26

+2.58K

0.02%

Diversified Trust Co

18.23K

Jun 30, 26

-69

0.02%

Stegner Investment Associates Inc.

18.23K

Jun 30, 26

-2.31K

0.02%

Apella Capital, LLC

17.93K

Jun 30, 26

0.02%

Storen Legacy Partners, LLC

17.83K

Jun 30, 26

+17.83K

0.02%

Tower Research Capital LLC (TRC)

17.76K

Jun 30, 26

+17.76K

0.02%

WealthTrust Asset Management, LLC

17.64K

Jun 30, 26

+106

0.02%

Atomi Financial Group, Inc.

17.49K

Jun 30, 26

-4.52K

0.02%

Hirtle Callaghan & Co LLC

17.48K

Jun 30, 26

-116

0.01%

Csenge Advisory Group

17.43K

Jun 30, 26

+169

0.01%

Garde Capital, Inc.

17.36K

Jun 30, 26

-45

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

17.36K

Jun 30, 26

+918

0.01%

FCA CORP /TX

17.36K

Jun 30, 26

+193

0.01%

Ashton Thomas Private Wealth, LLC

17.30K

Jun 30, 26

+227

0.01%

RETIREMENT INCOME SOLUTIONS, INC

17.25K

Jun 30, 26

0.01%

Miracle Mile Advisors, LLC

17.06K

Jun 30, 26

+7.72K

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

17.00K

Jun 30, 26

-759

0.01%

Checchi Capital Advisers, LLC

16.97K

Jun 30, 26

+1.39K

0.01%

Roble, Belko & Company, Inc

16.93K

Jun 30, 26

0.01%

Destination Wealth Management

16.78K

Jun 30, 26

+806

0.01%

XPONANCE, INC.

16.33K

Jun 30, 26

-2.74K

0.01%

Bensler, LLC

16.28K

Jun 30, 26

-146

0.01%

Allworth Financial LP

16.03K

Jun 30, 26

-428

0.01%

Sumitomo Mitsui Trust Group, Inc.

15.76K

Jun 30, 26

+710

0.01%

Woodward Financial Advisors, Inc.

15.76K

Jun 30, 26

-676

0.01%

SENTINEL PENSION ADVISORS INC

15.56K

Jun 30, 26

+15.56K

0.01%

FIRST FINANCIAL BANKSHARES INC

15.44K

Jun 30, 26

0.01%

Prospera Financial Services Inc

15.40K

Jun 30, 26

+700

0.01%

Chicago Partners Investment Group LLC

15.40K

Jun 30, 26

+128

0.01%

Sanibel Captiva Trust Company, Inc.

15.25K

Jun 30, 26

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

15.15K

Jun 30, 26

-3.83K

0.01%

Sound View Wealth Advisors Group, LLC

15.10K

Jun 30, 26

+251

0.01%

PEOPLES BANK /OH

15.07K

Jun 30, 26

-210

0.01%

Owl Creek Wealth Partners LLC

15.04K

Jun 30, 26

+257

0.01%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

14.97K

Jun 30, 26

0.01%

SHELTON WEALTH MANAGEMENT, LLC

14.93K

Jun 30, 26

-248

0.01%

LOWERY THOMAS, LLC

14.83K

Jun 30, 26

+28

0.01%

Aspen Capital Management, LLC

14.71K

Jun 30, 26

-99

0.01%

Financial Engines Advisors L.L.C.

14.51K

Jun 30, 26

+197

0.01%

ANCHOR CAPITAL ADVISORS LLC

14.49K

Jun 30, 26

0.01%

Strategic Investment Advisors / MI

14.48K

Jun 30, 26

-178

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

14.47K

Jun 30, 26

+218

0.01%

Rehmann Capital Advisory Group

14.44K

Jun 30, 26

+469

0.01%

Adviser Investments LLC

14.36K

Jun 30, 26

+139

0.01%

Sageworth Trust Co

14.27K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

14.21K

Jun 30, 26

+8.45K

0.01%

Seneca Financial Advisors LLC

14.14K

Jun 30, 26

+15

0.01%

HARBOR INVESTMENT ADVISORY, LLC

14.03K

Jun 30, 26

+981

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

14.01K

Jun 30, 26

+1.07K

0.01%

B. Riley Wealth Advisors, Inc.

14.01K

Jun 30, 26

-3.13K

0.01%

CONSILIO WEALTH ADVISORS, LLC

13.96K

Jun 30, 26

0.01%

AlphaCore Capital LLC

13.86K

Jun 30, 26

+10.40K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

13.64K

Jun 30, 26

-163

0.01%

Waldron Private Wealth LLC

13.47K

Jun 30, 26

-373

0.01%

Baker Avenue Asset Management, LP

13.40K

Jun 30, 26

-323

0.01%

Valeo Financial Advisors, LLC

13.35K

Jun 30, 26

+1.30K

0.01%

Midwest Trust Co

13.24K

Jun 30, 26

-340

0.01%

IFC Advisors LLC

13.07K

Jun 30, 26

0.01%

Avidian Wealth Solutions, LLC

13.06K

Jun 30, 26

+77

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13.05K

Jun 30, 26

-697

0.01%

Sand Hill Global Advisors, LLC

12.99K

Jun 30, 26

+491

0.01%

Plancorp, LLC

12.87K

Jun 30, 26

+2.68K

0.01%

St. Clair Advisors, LLC

12.83K

Jun 30, 26

-19.93K

0.01%

Strategic Blueprint, LLC

12.72K

Jun 30, 26

-205

0.01%

Moisand Fitzgerald Tamayo, LLC

12.71K

Jun 30, 26

-300

0.01%

J.W. COLE ADVISORS, INC.

12.70K

Jun 30, 26

+12.70K

0.01%

Maridea Wealth Management LLC

12.70K

Jun 30, 26

+4.25K

0.01%

Crestwood Advisors Group LLC

12.67K

Jun 30, 26

+1.25K

0.01%

Utah Retirement Systems

12.58K

Jun 30, 26

-13.80K

0.01%

ICONIQ Capital, LLC

12.50K

Jun 30, 26

-597

0.01%

Summit Financial Strategies, Inc.

12.40K

Jun 30, 26

-73

0.01%

HANCOCK WHITNEY CORP

12.38K

Jun 30, 26

-128

0.01%

Basecamp Wealth Advisors LLC

12.36K

Jun 30, 26

-75

0.01%

TOCQUEVILLE ASSET MANAGEMENT L.P.

12.21K

Jun 30, 26

0.01%

Visionary Wealth Advisors

12.17K

Jun 30, 26

-248

0.01%

GUYASUTA INVESTMENT ADVISORS INC

12.13K

Jun 30, 26

0.01%

NEW WAVE WEALTH ADVISORS LLC

12.09K

Jun 30, 26

+2.20K

0.01%

JANE STREET GROUP, LLC

12.08K

Jun 30, 26

-35.56K

0.01%

Linscomb & Williams, Inc.

11.99K

Jun 30, 26

-30

0.01%

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

11.97K

Jun 30, 26

0.01%

HFG Advisors, Inc.

11.96K

Jun 30, 26

+38

0.01%

Next Capital Management LLC

11.95K

Jun 30, 26

0.01%

BROWN BROTHERS HARRIMAN & CO

11.87K

Jun 30, 26

+1.49K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

11.83K

Jun 30, 26

+302

0.01%

J.Safra Asset Management Corp

11.81K

Jun 30, 26

+23

0.01%

PHILADELPHIA TRUST CO

11.63K

Jun 30, 26

-318

0.01%

Freestone Capital Holdings, LLC

11.57K

Jun 30, 26

+151

0.01%

FIFTH THIRD SECURITIES, INC.

11.39K

Jun 30, 26

-734

0.01%

Intrua Financial, LLC

11.10K

Jun 30, 26

-804

0.01%

Corundum Group, Inc.

10.98K

Jun 30, 26

+258

0.01%

Americana Partners, LLC

10.96K

Jun 30, 26

0.01%

CHERRYDALE WEALTH MANAGEMENT, LLC

10.85K

Jun 30, 26

+22

0.01%

TCG Advisory Services, LLC

10.79K

Jun 30, 26

+3.03K

0.01%

Belpointe Asset Management LLC

10.79K

Jun 30, 26

+438

0.01%

Elk River Wealth Management, LLC

10.68K

Jun 30, 26

-1.22K

0.01%

Trust Co of Tennessee

10.66K

Jun 30, 26

0.01%

Calamos Wealth Management LLC

10.61K

Jun 30, 26

-1.56K

0.01%

Capital Group Private Client Services, Inc.

10.59K

Jun 30, 26

-649

0.01%

Connecticut Wealth Management, LLC

10.54K

Jun 30, 26

+16

0.01%

Ascent Group, LLC

10.51K

Jun 30, 26

+75

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.47K

Jun 30, 26

-3.96K

0.01%

Horizon Investment Services, LLC

10.44K

Jun 30, 26

-74

0.01%

Smartleaf Asset Management LLC

10.41K

Jun 30, 26

0.01%

Northern Lights Advisors, Inc.

10.40K

Jun 30, 26

0.01%

Cyndeo Wealth Partners, LLC

10.36K

Jun 30, 26

+9.75K

0.01%

Concurrent Investment Advisors, LLC

10.34K

Jun 30, 26

+4.35K

0.01%

Lansing Street Advisors

10.33K

Jun 30, 26

+22

0.01%

Sentinel Advisory Group, LLC

10.31K

Jun 30, 26

-260

0.01%

Ullmann Wealth Partners Group, LLC

10.28K

Jun 30, 26

+93

0.01%

H&H Retirement Design & Management INC

10.26K

Jun 30, 26

+713

0.01%

Integrated Advisors Network LLC

10.24K

Jun 30, 26

-482

0.01%

CONNABLE OFFICE INC

10.20K

Jun 30, 26

-8

0.01%

MITCHELL SINKLER & STARR/PA

10.13K

Jun 30, 26

+250

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

10.09K

Jun 30, 26

0.01%

Financial Services Advisory Inc

10.06K

Jun 30, 26

-149

0.01%

Dakota Wealth Management

10.03K

Jun 30, 26

-820

0.01%

MKD WEALTH COACHES, LLC

10.02K

Jun 30, 26

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

9.98K

Jun 30, 26

-800

0.01%

Portfolio Resources Advisor Group, Inc.

9.91K

Jun 30, 26

-3.16K

0.01%

Evensky & Katz LLC

9.82K

Jun 30, 26

0.01%

AE Wealth Management LLC

9.74K

Jun 30, 26

+2.38K

0.01%

Harbour Capital Advisors, LLC

9.73K

Jun 30, 26

-750

0.01%

FORVIS Wealth Advisors, LLC

9.64K

Jun 30, 26

0.01%

BIP Wealth, LLC

9.62K

Jun 30, 26

+7.69K

0.01%

G2 CAPITAL MANAGEMENT, LLC / OH

9.56K

Jun 30, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.54K

Jun 30, 26

-488

0.01%

Haverford Trust Co

9.54K

Jun 30, 26

0.01%

Kera Capital Partners, Inc.

9.51K

Jun 30, 26

+112

0.01%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

9.51K

Jun 30, 26

+731

0.01%

MEMBERS WEALTH LLC

9.50K

Jun 30, 26

+1.07K

0.01%

Fountainhead AM, LLC

9.47K

Jun 30, 26

-2.49K

0.01%

PRECEDENT WEALTH PARTNERS, LLC

9.45K

Jun 30, 26

-187

0.01%

Ellis Investment Partners, LLC

9.36K

Jun 30, 26

+345

0.01%

StoryOne LLC

9.12K

Jun 30, 26

+9.12K

0.01%

Ashford Advisors, LLC

9.11K

Jun 30, 26

0.01%

WELCH & FORBES LLC

9.04K

Jun 30, 26

0.01%

LMCG INVESTMENTS, LLC

9.00K

Jun 30, 26

-275

0.01%

Cambridge Financial Group, LLC

8.96K

Jun 30, 26

-1.38K

0.01%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

8.87K

Jun 30, 26

-136

0.01%

Mutual Advisors, LLC

8.72K

Jun 30, 26

-43

0.01%

GHP Investment Advisors, Inc.

8.65K

Jun 30, 26

0.01%

Chevy Chase Trust Holdings, LLC

8.50K

Jun 30, 26

-235

0.01%

First Western Trust Bank

8.48K

Jun 30, 26

+1.76K

0.01%

Security Financial Services, INC.

8.47K

Jun 30, 26

-167

0.01%

Prime Capital Investment Advisors, LLC

8.45K

Jun 30, 26

+1.44K

0.01%

LCW Services, LLC

8.43K

Jun 30, 26

-9

0.01%

Brinker Capital Investments, LLC

8.39K

Jun 30, 26

-10.15K

0.01%

KM Capital Management Ltd.

8.37K

Jun 30, 26

+8.37K

0.01%

FORTERIS WEALTH MANAGEMENT INC.

8.36K

Jun 30, 26

+138

0.01%

SEI INVESTMENTS CO

8.34K

Jun 30, 26

-1.22K

0.01%

Squarepoint Ops LLC

8.32K

Jun 30, 26

+8.32K

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

8.31K

Jun 30, 26

0.01%

Bear Mountain Capital, Inc.

8.30K

Jun 30, 26

0.01%

Cranbrook Wealth Management, LLC

8.23K

Jun 30, 26

-1.36K

0.01%

SMITH, MOORE & CO.

8.20K

Jun 30, 26

-97

0.01%

Buckingham Strategic Partners

8.18K

Jun 30, 26

+17

0.01%

Cornerstone Advisory, LLC

8.15K

Jun 30, 26

0.01%

Arkadios Wealth Advisors

8.07K

Jun 30, 26

+341

0.01%

Bryn Mawr Capital Management, LLC

8.07K

Jun 30, 26

-58

0.01%

IFP Advisors, Inc

8.04K

Jun 30, 26

-1.62K

0.01%

Fragasso Group Inc.

8.04K

Jun 30, 26

0.01%

Vanguard National Trust Co

8.01K

Jun 30, 26

-128

0.01%

CERTUITY, LLC

7.96K

Jun 30, 26

0.01%

Topel & Distasi Wealth Management, LLC

7.93K

Jun 30, 26

-19

0.01%

Prosperity Consulting Group, LLC

7.79K

Jun 30, 26

+1.38K

0.01%

Selby Wealth Management, LLC

7.79K

Jun 30, 26

0.01%

TFC Financial Management, Inc.

7.76K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

7.76K

Jun 30, 26

+1.34K

0.01%

GTS SECURITIES LLC

7.71K

Jun 30, 26

-24.03K

0.01%

Riverpoint Wealth Management Holdings, LLC

7.67K

Jun 30, 26

+16

0.01%

Parallel Advisors, LLC

7.63K

Jun 30, 26

+817

0.01%

Hillcrest Wealth Advisors - NY, LLC

7.63K

Jun 30, 26

-100

0.01%

EverSource Wealth Advisors, LLC

7.61K

Jun 30, 26

-1.55K

0.01%

Center for Wealth Management Advisory

7.60K

Jun 30, 26

-64

0.01%

Acropolis Investment Management, LLC

7.56K

Jun 30, 26

0.01%

ASSETMARK, INC

7.54K

Jun 30, 26

+2.24K

0.01%

Russell Investments Group, Ltd.

7.53K

Jun 30, 26

+857

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

7.35K

Jun 30, 26

0.01%

Johnson Financial Group, LLC

7.34K

Jun 30, 26

+11

0.01%

Zhang Financial LLC

7.26K

Jun 30, 26

0.01%

Kovack Advisors, Inc.

7.20K

Jun 30, 26

-78

0.01%

Gryphon Financial Partners LLC

7.16K

Jun 30, 26

0.01%

QRG CAPITAL MANAGEMENT, INC.

7.14K

Jun 30, 26

-14.52K

0.01%

CASTLE WEALTH MANAGEMENT LLC

7.14K

Jun 30, 26

-49

0.01%

DWR WEALTH MANAGEMENT, LLC

7.12K

Jun 30, 26

0.01%

BigSur Wealth Management LLC

7.10K

Jun 30, 26

0.01%

Gemmer Asset Management LLC

7.10K

Jun 30, 26

0.01%

SAGE FINANCIAL GROUP INC

7.08K

Jun 30, 26

-80

0.01%

Brand Asset Management Group, Inc.

7.07K

Jun 30, 26

-105

0.01%

Foundation Wealth Management, LLC\PA

6.98K

Jun 30, 26

0.01%

BEACON FINANCIAL GROUP

6.92K

Jun 30, 26

-879

0.01%

Accredited Investors Inc.

6.92K

Jun 30, 26

-923

0.01%

Atria Investments, Inc

6.91K

Jun 30, 26

+2.96K

0.01%

Capital Investment Management, Inc.

6.88K

Jun 30, 26

-534

0.01%

FULTON BANK, N.A.

6.88K

Jun 30, 26

-567

0.01%

JAMES INVESTMENT RESEARCH INC

6.88K

Jun 30, 26

0.01%

Lutz Financial Services LLC

6.88K

Jun 30, 26

-276

0.01%

Hilltop Holdings Inc.

6.85K

Jun 30, 26

+857

0.01%

TWO SIGMA SECURITIES, LLC

6.84K

Jun 30, 26

+6.84K

0.01%

ORRSTOWN FINANCIAL SERVICES INC

6.80K

Jun 30, 26

0.01%

McNamara Financial Services, Inc.

6.79K

Jun 30, 26

+35

0.01%

ACADIAN ASSET MANAGEMENT LLC

6.75K

Jun 30, 26

+4.11K

0.01%

WEBSTER BANK, N. A.

6.75K

Jun 30, 26

-75

0.01%

CFM WEALTH PARTNERS LLC

6.75K

Jun 30, 26

-72

0.01%

Retirement Planning Group

6.71K

Jun 30, 26

-2.33K

0.01%

Sellwood Consulting LLC

6.69K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

6.67K

Jun 30, 26

+6.67K

0.01%

CAHILL FINANCIAL ADVISORS INC

6.64K

Jun 30, 26

0.01%

Wick Capital Partners, LLC

6.56K

Jun 30, 26

+32

0.01%

TSA Wealth Managment LLC

6.55K

Jun 30, 26

-56

0.01%

Gladstone Institutional Advisory LLC

6.48K

Jun 30, 26

+4.17K

0.01%

LANDAAS & CO /WI /ADV

6.48K

Jun 30, 26

0.01%

Asset Dedication, LLC

6.47K

Jun 30, 26

+382

0.01%

Eagle Bay Advisors LLC

6.47K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

6.41K

Jun 30, 26

-495

0.01%

ZWJ INVESTMENT COUNSEL INC

6.37K

Jun 30, 26

-360

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

6.37K

Jun 30, 26

-2.25K

0.01%

Broadview Financial Management, LLC

6.37K

Jun 30, 26

+10

0.01%

Savvy Advisors, Inc.

6.36K

Jun 30, 26

+1.70K

0.01%

River Wealth Advisors LLC

6.36K

Jun 30, 26

-39

0.01%

Joel Isaacson & Co., LLC

6.33K

Jun 30, 26

-500

0.01%

FIRST CITIZENS BANK & TRUST CO

6.32K

Jun 30, 26

+971

0.01%

Genesee Capital Advisors, LLC

6.29K

Jun 30, 26

-104

0.01%

Essex Financial Services, Inc.

6.28K

Jun 30, 26

-42

0.01%

Summit Financial, LLC

6.26K

Jun 30, 26

+134

0.01%

D.A. DAVIDSON & CO.

6.24K

Jun 30, 26

-55

0.01%

GenWealth Group, Inc.

6.23K

Jun 30, 26

-58

0.01%

SVB WEALTH LLC

6.21K

Jun 30, 26

-2.48K

0.01%

Sightline Wealth Advisors, LLC

6.21K

Jun 30, 26

-141

0.01%

Allegheny Financial Group LTD

6.20K

Jun 30, 26

-247

0.01%

HighPoint Advisor Group LLC

6.19K

Jun 30, 26

0.01%

Vision Capital Management, Inc.

6.15K

Jun 30, 26

0.01%

Nadler Financial Group, Inc.

6.11K

Jun 30, 26

-325

0.01%

Rossmore Private Capital

6.09K

Jun 30, 26

0.01%

Plum Street Advisors, LLC

6.04K

Jun 30, 26

-1.50K

0.01%

NorthCrest Asset Manangement, LLC

6.02K

Jun 30, 26

+175

0.01%

Foundations Investment Advisors, LLC

6.01K

Jun 30, 26

+154

0.01%

ZENITH SOLUTIONS, INC.

6.00K

Jun 30, 26

+6.00K

0.01%

Smithfield Trust Co

5.97K

Jun 30, 26

0.01%

Bawa N Mallick Trust

5.96K

Jun 30, 26

0.01%

SCHARF INVESTMENTS, LLC

5.96K

Jun 30, 26

+1.66K

0.01%

GenTrust, LLC

5.94K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

5.92K

Jun 30, 26

+10

0.01%

CAPITAL CITY TRUST CO/FL

5.88K

Jun 30, 26

+79

0.01%

Truepoint, Inc.

5.86K

Jun 30, 26

0.01%

Horst & Graben Wealth Management LLC

5.80K

Jun 30, 26

-11

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.79K

Jun 30, 26

-239

0.00%

One Wealth Advisors, LLC

5.78K

Jun 30, 26

-263

0.00%

Manchester Capital Management LLC

5.78K

Jun 30, 26

0.00%

VISTA CAPITAL PARTNERS, INC.

5.78K

Jun 30, 26

0.00%

Berman McAleer LLC

5.77K

Jun 30, 26

-50

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

5.71K

Jun 30, 26

0.00%

Forum Financial Management, LP

5.70K

Jun 30, 26

-1.08K

0.00%

Dorsey & Whitney Trust CO LLC

5.66K

Jun 30, 26

-186

0.00%

Meramec Financial Planners, LLC

5.60K

Jun 30, 26

0.00%

Auour Investments LLC

5.54K

Jun 30, 26

+88

0.00%

Almanack Investment Partners, LLC.

5.51K

Jun 30, 26

+3.78K

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

5.51K

Jun 30, 26

+5.51K

0.00%

Capital Asset Advisory Services LLC

5.51K

Jun 30, 26

-129

0.00%

ADE, LLC

5.49K

Jun 30, 26

-19

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

5.47K

Jun 30, 26

-168

0.00%

Layline Advisors, LLC

5.46K

Jun 30, 26

+150

0.00%

TSFG, LLC

5.45K

Jun 30, 26

-14

0.00%

Ardent Capital Management, Inc.

5.43K

Jun 30, 26

-475

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

5.41K

Jun 30, 26

+245

0.00%

Fiera Capital Corp

5.39K

Jun 30, 26

-2.15K

0.00%

Nemes Rush Group LLC

5.38K

Jun 30, 26

0.00%

Aspen Investment Management Inc

5.37K

Jun 30, 26

-20

0.00%

SC&H Financial Advisors, Inc.

5.28K

Jun 30, 26

0.00%

Headlands Technologies LLC

5.23K

Jun 30, 26

0.00%

Talisman Wealth Advisors LLC

5.22K

Jun 30, 26

0.00%

Keebeck Wealth Management, LLC

5.20K

Jun 30, 26

-62

0.00%

AVISO WEALTH MANAGEMENT

5.20K

Jun 30, 26

0.00%

Lunt Capital Management, Inc.

5.19K

Jun 30, 26

0.00%

Kingsview Wealth Management, LLC

5.18K

Jun 30, 26

-131

0.00%

Livet Wealth, LLC

5.15K

Jun 30, 26

0.00%

Ausdal Financial Partners, Inc.

5.14K

Jun 30, 26

-175

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

5.13K

Jun 30, 26

-919

0.00%

PEDDOCK CAPITAL ADVISORS, LLC

5.12K

Jun 30, 26

-119

0.00%

Landmark Wealth Management, LLC

5.11K

Jun 30, 26

-11

0.00%

Carrera Capital Advisors

5.09K

Jun 30, 26

+11

0.00%

Crestmont Private Wealth LLC

5.08K

Jun 30, 26

+336

0.00%

Morton Capital Management LLC/CA

5.04K

Jun 30, 26

+309

0.00%

Simmons Bank

4.99K

Jun 30, 26

-71

0.00%

VestGen Advisors, LLC

4.95K

Jun 30, 26

-204

0.00%

Fisher Asset Management, LLC

4.92K

Jun 30, 26

-135

0.00%

Cypress Wealth Services, LLC

4.91K

Jun 30, 26

-453

0.00%

Focus Financial Network, Inc.

4.87K

Jun 30, 26

-322

0.00%

WESBANCO BANK INC

4.87K

Jun 30, 26

-3

0.00%

Detalus Advisors, LLC

4.85K

Jun 30, 26

-186

0.00%

Paul R. Ried Financial Group, LLC

4.83K

Jun 30, 26

-911

0.00%

Facet Wealth, Inc.

4.82K

Jun 30, 26

+1.36K

0.00%

17 CAPITAL PARTNERS, LLC

4.80K

Jun 30, 26

+256

0.00%

Westmount Partners, LLC

4.78K

Jun 30, 26

-43

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

4.77K

Jun 30, 26

+240

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

4.77K

Jun 30, 26

0.00%

Argent Trust Co

4.77K

Jun 30, 26

0.00%

Legacy Edge Advisors, LLC

4.76K

Jun 30, 26

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

4.76K

Jun 30, 26

-50

0.00%

Procyon Advisors, LLC

4.75K

Jun 30, 26

+152

0.00%

Finley Financial, LLC

4.75K

Jun 30, 26

-220

0.00%

Greenspring Advisors, LLC

4.72K

Jun 30, 26

-50

0.00%

Wedmont Private Capital

4.71K

Jun 30, 26

+672

0.00%

Advisors Capital Management, LLC

4.66K

Jun 30, 26

-72

0.00%

Hoxton Planning & Management, LLC

4.64K

Jun 30, 26

-140

0.00%

Parisi Gray Wealth Management

4.62K

Jun 30, 26

-104

0.00%

Range Advisory, LLC

4.61K

Jun 30, 26

+415

0.00%

FIRST FINANCIAL CORP /IN/

4.60K

Jun 30, 26

0.00%

Roundview Capital LLC

4.57K

Jun 30, 26

0.00%

Pensionmark Financial Group, LLC

4.55K

Jun 30, 26

-1.13K

0.00%

Advisor Resource Council

4.54K

Jun 30, 26

0.00%

Frank, Rimerman Advisors LLC

4.54K

Jun 30, 26

0.00%

GRANDFIELD & DODD, LLC

4.52K

Jun 30, 26

0.00%

Sharkey, Howes & Javer

4.52K

Jun 30, 26

-210

0.00%

MidFirst Bank

4.50K

Jun 30, 26

0.00%

One Capital Management, LLC

4.48K

Jun 30, 26

0.00%

EQ LLC

4.47K

Jun 30, 26

-229

0.00%

Indivisible Partners

4.46K

Jun 30, 26

+1.71K

0.00%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

4.42K

Jun 30, 26

-77

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

4.42K

Jun 30, 26

+200

0.00%

OPPENHEIMER & CO INC

4.41K

Jun 30, 26

-75

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

4.41K

Jun 30, 26

+4.41K

0.00%

Meridian Wealth Management, LLC

4.38K

Jun 30, 26

-279

0.00%

Vanguard Personalized Indexing Management, LLC

4.33K

Jun 30, 26

-129

0.00%

Peck Wealth Management, LLC

4.29K

Jun 30, 26

+141

0.00%

Certified Advisory Corp

4.28K

Jun 30, 26

-5

0.00%

Balance Wealth, LLC

4.26K

Jun 30, 26

-2

0.00%

FIRST BUSINESS FINANCIAL SERVICES, INC.

4.24K

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

4.22K

Jun 30, 26

-57

0.00%

LaSalle St. Investment Advisors, LLC

4.22K

Jun 30, 26

+1.33K

0.00%

True North Advisors, LLC

4.22K

Jun 30, 26

-20

0.00%

NewEdge Wealth, LLC

4.17K

Jun 30, 26

-346

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.15K

Jun 30, 26

-530

0.00%

Diversify Advisory Services, LLC

4.15K

Jun 30, 26

+4.15K

0.00%

Callan Family Office, LLC

4.13K

Jun 30, 26

-25

0.00%

SNS Financial Group, LLC

4.13K

Jun 30, 26

+1.03K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.09K

Jun 30, 26

-667

0.00%

Fifth Third Wealth Advisors LLC

4.09K

Jun 30, 26

-52

0.00%

AdvisorNet Financial, Inc

4.05K

Jun 30, 26

-197

0.00%

FSM Wealth Advisors, LLC

4.05K

Jun 30, 26

+558

0.00%

NICOLET BANKSHARES INC

3.99K

Jun 30, 26

-481

0.00%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

3.99K

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

3.98K

Jun 30, 26

+164

0.00%

Neumann Capital Management, LLC

3.98K

Jun 30, 26

0.00%

Ellevest, Inc.

3.94K

Jun 30, 26

+429

0.00%

McCarthy Asset Management, Inc.

3.94K

Jun 30, 26

+3.94K

0.00%

Eagle Strategies LLC

3.93K

Jun 30, 26

-53

0.00%

Larson Financial Group LLC

3.90K

Jun 30, 26

+163

0.00%

EQUITABLE TRUST CO

3.90K

Jun 30, 26

0.00%

Betterment LLC

3.89K

Jun 30, 26

+315

0.00%

Key FInancial Inc

3.88K

Jun 30, 26

+225

0.00%

Balentine LLC

3.87K

Jun 30, 26

0.00%

James J. Burns & Company, LLC

3.86K

Jun 30, 26

-34

0.00%

Tanager Wealth Management LLP

3.85K

Jun 30, 26

0.00%

EAGLE WEALTH STRATEGIES LLC

3.83K

Jun 30, 26

0.00%

Kendall Capital Management

3.82K

Jun 30, 26

-350

0.00%

LEE DANNER & BASS INC

3.76K

Jun 30, 26

-35

0.00%

Nuveen, LLC

3.74K

Jun 30, 26

+3.74K

0.00%

ASSOCIATED BANC-CORP

3.73K

Jun 30, 26

0.00%

PETREDIS INVESTMENT ADVISORS LLC

3.68K

Jun 30, 26

0.00%

BENJAMIN EDWARDS INC

3.67K

Jun 30, 26

-144

0.00%

Abundance Wealth Counselors

3.65K

Jun 30, 26

+1.01K

0.00%

ASL Financial, LLC

3.65K

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

3.64K

Jun 30, 26

-65

0.00%

Valmark Advisers, Inc.

3.63K

Jun 30, 26

-39

0.00%

STABLEFORD CAPITAL II LLC

3.62K

Jun 30, 26

+2.49K

0.00%

Cypress Capital Group

3.62K

Jun 30, 26

-52

0.00%

TD Waterhouse Canada Inc.

3.60K

Jun 30, 26

0.00%

SouthState Corp

3.60K

Jun 30, 26

-393

0.00%

Brookstone Capital Management

3.59K

Jun 30, 26

+54

0.00%

Hilltop National Bank

3.57K

Jun 30, 26

0.00%

Heritage Wealth Advisors

3.55K

Jun 30, 26

+3.55K

0.00%

CFS Investment Advisory Services, LLC

3.55K

Jun 30, 26

-609

0.00%

Whitegate Investment Counselors, Inc.

3.54K

Jun 30, 26

0.00%

W.H. Cornerstone Investments Inc.

3.53K

Jun 30, 26

-34

0.00%

Strategic Wealth Partners, Ltd.

3.51K

Jun 30, 26

-22

0.00%

Decker Wealth Management LLC

3.46K

Jun 30, 26

0.00%

PlanVest Financial, Inc

3.42K

Jun 30, 26

-82

0.00%

Harbor Asset Planning, Inc.

3.41K

Jun 30, 26

0.00%

Optimist Retirement Group LLC

3.41K

Jun 30, 26

-44

0.00%

Colonial Trust Advisors

3.40K

Jun 30, 26

0.00%

Choate Investment Advisors

3.39K

Jun 30, 26

-121

0.00%

Simplicity Wealth,LLC

3.39K

Jun 30, 26

+168

0.00%

WealthPlan Investment Management, LLC

3.38K

Jun 30, 26

-141

0.00%

OFC FINANCIAL PLANNING, LLC

3.38K

Jun 30, 26

-58

0.00%

McAdam, LLC

3.37K

Jun 30, 26

+2.14K

0.00%

Bollard Group LLC

3.34K

Jun 30, 26

0.00%

ARK & TLK INVESTMENTS, LLC

3.33K

Jun 30, 26

0.00%

PATTEN & PATTEN INC/TN

3.33K

Jun 30, 26

0.00%

Vawter Financial, Ltd.

3.32K

Jun 30, 26

-47

0.00%

TI-TRUST, INC

3.32K

Jun 30, 26

-102

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

3.29K

Jun 30, 26

0.00%

REGIMEN WEALTH, LLC

3.25K

Jun 30, 26

0.00%

Vista Private Wealth Partners. LLC

3.25K

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

3.23K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

3.23K

Jun 30, 26

0.00%

Polaris Investment Advisors, LLC

3.23K

Jun 30, 26

-5

0.00%

Meridian Wealth Advisors, LLC

3.19K

Jun 30, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.17K

Jun 30, 26

-1.64K

0.00%

Note Advisors, LLC

3.17K

Jun 30, 26

-3

0.00%

ATALANTA SOSNOFF CAPITAL, LLC

3.15K

Jun 30, 26

-428

0.00%

Wealth Architects, LLC

3.12K

Jun 30, 26

0.00%

WATERS PARKERSON & CO., LLC

3.11K

Jun 30, 26

-40

0.00%

Benchmark Financial Wealth Advisors, LLC

3.10K

Jun 30, 26

0.00%

PRAIRIE ADVISORY, LLC

3.09K

Jun 30, 26

+3.09K

0.00%

SPINNAKER TRUST

3.09K

Jun 30, 26

0.00%

DAVENPORT & Co LLC

3.08K

Jun 30, 26

+97

0.00%

Rockwood Wealth Management, LLC

3.07K

Jun 30, 26

-2

0.00%

Wealthquest Corp

3.06K

Jun 30, 26

0.00%

Waterfront Wealth Inc.

3.05K

Jun 30, 26

-19

0.00%

CORTLAND ASSOCIATES INC/MO

3.04K

Jun 30, 26

0.00%

Tassel Capital Management, Inc.

3.02K

Jun 30, 26

+3.02K

0.00%

Capital Advisors, Ltd. LLC

2.99K

Jun 30, 26

-7

0.00%

Praetorian Wealth Management, Inc.

2.98K

Jun 30, 26

-300

0.00%

IFG Advisors, LLC

2.97K

Jun 30, 26

0.00%

HM PAYSON & CO

2.97K

Jun 30, 26

0.00%

McClarren Financial Advisors, Inc.

2.97K

Jun 30, 26

-87

0.00%

BLB&B Advisors, LLC

2.96K

Jun 30, 26

-20

0.00%

INSTRUMENTAL WEALTH, LLC

2.96K

Jun 30, 26

-251

0.00%

OFS Enterprise LLC

2.96K

Jun 30, 26

0.00%

Venturi Wealth Management, LLC

2.95K

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

2.94K

Jun 30, 26

0.00%

Biondo Investment Advisors, LLC

2.94K

Jun 30, 26

+2.94K

0.00%

JHP Wealth Management, LLC

2.93K

Jun 30, 26

-2

0.00%

GREENLEAF TRUST

2.93K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.93K

Jun 30, 26

-28

0.00%

CJM Wealth Advisers, Ltd.

2.93K

Jun 30, 26

0.00%

TANDEM CAPITAL MANAGEMENT CORP /ADV

2.92K

Jun 30, 26

0.00%

FIRST HORIZON CORP

2.91K

Jun 30, 26

-1.10K

0.00%

COZAD ASSET MANAGEMENT INC

2.90K

Jun 30, 26

0.00%

ATLas Financial Planning LLC

2.90K

Jun 30, 26

-298

0.00%

WEST PACES ADVISORS INC.

2.84K

Jun 30, 26

0.00%

Henrickson Nauta Wealth Advisors, Inc.

2.84K

Jun 30, 26

-27

0.00%

Legacy Trust

2.83K

Jun 30, 26

-60

0.00%

Pallas Capital Advisors LLC

2.81K

Jun 30, 26

+2.81K

0.00%

MGO ONE SEVEN LLC

2.79K

Jun 30, 26

-144

0.00%

Regal Investment Advisors LLC

2.79K

Jun 30, 26

-45

0.00%

SEMITAM BONAM LLC

2.79K

Jun 30, 26

-110

0.00%

Pacific Park Financial, Inc.

2.78K

Jun 30, 26

-753

0.00%

Independence Bank of Kentucky

2.77K

Jun 30, 26

+2.30K

0.00%

KICKSTAND VENTURES, LLC.

2.77K

Jun 30, 26

-39

0.00%

Ancora Advisors, LLC

2.76K

Jun 30, 26

-168

0.00%

Segment Wealth Management, LLC

2.75K

Jun 30, 26

-6

0.00%

Hamilton Wealth, LLC

2.75K

Jun 30, 26

0.00%

LGL PARTNERS, LLC

2.71K

Jun 30, 26

0.00%

PENOBSCOT WEALTH MANAGEMENT

2.71K

Jun 30, 26

-2.80K

0.00%

Boston Trust Walden Corp

2.71K

Jun 30, 26

0.00%

FIRST NATIONAL TRUST CO

2.70K

Jun 30, 26

0.00%

HTG Investment Advisors, Inc.

2.70K

Jun 30, 26

0.00%

Stordahl Capital Management, Inc.

2.69K

Jun 30, 26

-20

0.00%

Hemenway Trust Co LLC

2.69K

Jun 30, 26

0.00%

Northstar Group, Inc.

2.66K

Jun 30, 26

0.00%

Kovitz Investment Group Partners, LLC

2.64K

Jun 30, 26

-1.07K

0.00%

RESOLUTE WEALTH ADVISOR, INC.

2.63K

Jun 30, 26

0.00%

Shepherd Financial Partners LLC

2.63K

Jun 30, 26

0.00%

NWAM LLC

2.63K

Jun 30, 26

-354

0.00%

Signal Advisors Wealth, LLC

2.60K

Jun 30, 26

+1.58K

0.00%

Warren Street Wealth Advisors, LLC

2.60K

Jun 30, 26

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

2.60K

Jun 30, 26

+25

0.00%

Patten Group, Inc.

2.59K

Jun 30, 26

-89

0.00%

RMR Wealth Builders

2.59K

Jun 30, 26

0.00%

MYCIO WEALTH PARTNERS, LLC

2.58K

Jun 30, 26

0.00%

FIRST AMERICAN TRUST, FSB

2.56K

Jun 30, 26

+52

0.00%

IHT Wealth Management, LLC

2.55K

Jun 30, 26

+204

0.00%

Falcon Wealth Planning

2.53K

Jun 30, 26

0.00%

Syverson Strege & Co

2.53K

Jun 30, 26

0.00%

Tranquility Partners, LLC

2.53K

Jun 30, 26

+15

0.00%

ONE Advisory Partners, LLC

2.52K

Jun 30, 26

-19

0.00%

5T Wealth, LLC

2.52K

Jun 30, 26

-258

0.00%

Willis Johnson & Associates, Inc.

2.51K

Jun 30, 26

-122

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.50K

Jun 30, 26

0.00%

Fi3 FINANCIAL ADVISORS, LLC

2.50K

Jun 30, 26

-367

0.00%

Cornerstone Financial Management LLC

2.50K

Jun 30, 26

-100

0.00%

Moran Wealth Management, LLC

2.48K

Jun 30, 26

+2.48K

0.00%

GQG Partners LLC

2.48K

Jun 30, 26

+1.37K

0.00%

FIRETHORN WEALTH PARTNERS, LLC

2.47K

Jun 30, 26

-155

0.00%

Crews Bank & Trust

2.46K

Jun 30, 26

+2.35K

0.00%

TritonPoint Partners, LLC

2.45K

Jun 30, 26

+835

0.00%

ShoreHaven Wealth Partners, LLC

2.45K

Jun 30, 26

-9

0.00%

Tradition Wealth Management, LLC

2.44K

Jun 30, 26

-89

0.00%

Steelhead Wealth Management LLC

2.43K

Jun 30, 26

0.00%

BRANDES INVESTMENT PARTNERS, LP

2.43K

Jun 30, 26

+2.43K

0.00%

Optivise Advisory Services LLC

2.43K

Jun 30, 26

-2.03K

0.00%

PACIFIC FINANCIAL GROUP INC

2.42K

Jun 30, 26

0.00%

SFMG, LLC

2.42K

Jun 30, 26

+2.42K

0.00%

Fidelis Capital Partners, LLC

2.41K

Jun 30, 26

0.00%

Strategic Advisors LLC

2.41K

Jun 30, 26

-27

0.00%

Kelman-Lazarov, Inc.

2.40K

Jun 30, 26

0.00%

MONECO Advisors, LLC

2.40K

Jun 30, 26

0.00%

Gutierrez Wealth Advisory, LLC

2.39K

Jun 30, 26

+40

0.00%

Banque Transatlantique SA

2.39K

Jun 30, 26

+2.39K

0.00%

PENNEY FINANCIAL, LLC

2.38K

Jun 30, 26

0.00%

LCNB CORP

2.37K

Jun 30, 26

0.00%

SAX WEALTH ADVISORS, LLC

2.36K

Jun 30, 26

+527

0.00%

MAYPORT, LLC

2.35K

Jun 30, 26

0.00%

NWF Advisory Services Inc.

2.35K

Jun 30, 26

-78

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

2.35K

Jun 30, 26

0.00%

Annex Advisory Services, LLC

2.35K

Jun 30, 26

-158

0.00%

Topsail Wealth Management, LLC

2.33K

Jun 30, 26

0.00%

Stronghold Wealth Management L.L.C.

2.32K

Jun 30, 26

-5

0.00%

Carnegie Capital Asset Management, LLC

2.32K

Jun 30, 26

0.00%

Vontobel Holding Ltd.

2.30K

Jun 30, 26

0.00%

Maloon Powers Pitre Higgins & Dennehy, LLC

2.30K

Jun 30, 26

+2.30K

0.00%

ENZI WEALTH

2.29K

Jun 30, 26

-4

0.00%

Graver Capital Management, LLC

2.29K

Jun 30, 26

0.00%

Soundwatch Capital LLC

2.29K

Jun 30, 26

-898

0.00%

Old North State Wealth Management, LLC

2.29K

Jun 30, 26

0.00%

Next Level Private LLC

2.27K

Jun 30, 26

0.00%

Palatine Hill Wealth Management, LLC

2.25K

Jun 30, 26

-135

0.00%

Westbourne Investment Advisors, Inc.

2.24K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

2.24K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

2.23K

Jun 30, 26

+2.23K

0.00%

Harbor Group, Inc.

2.23K

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

2.21K

Jun 30, 26

0.00%

BSW Wealth Partners

2.20K

Jun 30, 26

0.00%

Clear Creek Financial Management, LLC

2.19K

Jun 30, 26

+184

0.00%

Synergy Investment Management, LLC

2.19K

Jun 30, 26

0.00%

Verum Partners LLC

2.17K

Jun 30, 26

0.00%

Gilliland Jeter Wealth Management LLC

2.16K

Jun 30, 26

+56

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

2.16K

Jun 30, 26

0.00%

Portland Global Advisors LLC

2.12K

Jun 30, 26

0.00%

JB Capital LLC

2.12K

Jun 30, 26

+283

0.00%

NOMURA ASSET MANAGEMENT CO LTD

2.12K

Jun 30, 26

+2.12K

0.00%

IFS Advisors, LLC

2.10K

Jun 30, 26

-13

0.00%

STALEY CAPITAL ADVISERS INC

2.10K

Jun 30, 26

0.00%

Aviance Capital Partners, LLC

2.10K

Jun 30, 26

+333

0.00%

Towneley Capital Management, Inc / DE

2.10K

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

2.09K

Jun 30, 26

-83

0.00%

Claro Advisors LLC

2.07K

Jun 30, 26

+18

0.00%

3 FACTOR INDEXING, LLC

2.06K

Jun 30, 26

0.00%

Wealth Alliance

2.06K

Jun 30, 26

-367

0.00%

CENTRAL TRUST Co

2.05K

Jun 30, 26

+101

0.00%

Migdal Insurance & Financial Holdings Ltd.

2.05K

Jun 30, 26

+1.02K

0.00%

HEADINVEST, LLC

2.05K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

2.05K

Jun 30, 26

-5

0.00%

Acorn Wealth Advisors, LLC

2.04K

Jun 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

2.04K

Jun 30, 26

-55

0.00%

Cornerstone Wealth Management, LLC

2.03K

Jun 30, 26

+474

0.00%

VANGUARD ADVISERS INC

2.03K

Jun 30, 26

-286

0.00%

Bogart Wealth, LLC

2.02K

Jun 30, 26

0.00%

Fairway Wealth LLC

2.02K

Jun 30, 26

-163

0.00%

PACES FERRY WEALTH ADVISORS, LLC

2.01K

Jun 30, 26

-222

0.00%

SOA Wealth Advisors, LLC.

2.01K

Jun 30, 26

-68

0.00%

Hurlow Wealth Management Group, Inc.

2.01K

Jun 30, 26

0.00%

CIBC WORLD MARKET INC.

2.01K

Jun 30, 26

-35

0.00%

RIVERBRIDGE PARTNERS LLC

2.00K

Jun 30, 26

+24

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

2.00K

Jun 30, 26

0.00%

Smith, Salley & Associates

2.00K

Jun 30, 26

+54

0.00%

Azimuth Capital Investment Management LLC

2.00K

Jun 30, 26

-2

0.00%

Perennial Investment Advisors, LLC

2.00K

Jun 30, 26

+53

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

1.99K

Jun 30, 26

-673

0.00%

Douglass Winthrop Advisors, LLC

1.99K

Jun 30, 26

0.00%

Accelerate Investment Advisors LLC

1.98K

Jun 30, 26

+179

0.00%

PARTHENON LLC

1.98K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

1.98K

Jun 30, 26

+90

0.00%

Gerber Kawasaki Wealth & Investment Management

1.98K

Jun 30, 26

+73

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

1.98K

Jun 30, 26

-6

0.00%

GAMMA Investing LLC

1.98K

Jun 30, 26

+1.39K

0.00%

Mittelman Wealth Management

1.97K

Jun 30, 26

-1.46K

0.00%

JSF Financial, LLC

1.97K

Jun 30, 26

+1.97K

0.00%

PLANWISER FINANCIAL, LLC

1.96K

Jun 30, 26

-149

0.00%

Transamerica Financial Advisors, Inc.

1.96K

Jun 30, 26

+486

0.00%

AMI ASSET MANAGEMENT CORP

1.95K

Jun 30, 26

+1.25K

0.00%

Red Door Wealth Management, LLC

1.95K

Jun 30, 26

+806

0.00%

Soltis Investment Advisors LLC

1.94K

Jun 30, 26

0.00%

Capital International Investors

1.93K

Jun 30, 26

+461

0.00%

NORDEN GROUP LLC

1.92K

Jun 30, 26

-52

0.00%

Buttonwood Financial Advisors Inc.

1.92K

Jun 30, 26

-30

0.00%

CreativeOne Wealth, LLC

1.91K

Jun 30, 26

-465

0.00%

Mechanics Bank Trust Department

1.90K

Jun 30, 26

0.00%

Citizens National Bank Trust Department

1.90K

Jun 30, 26

0.00%

Laffer Tengler Investments

1.89K

Jun 30, 26

0.00%

SAGE PRIVATE WEALTH GROUP, LLC

1.89K

Jun 30, 26

-34

0.00%

Rose Capital Advisors LLC

1.89K

Jun 30, 26

+1.89K

0.00%

BankPlus Trust Department

1.88K

Jun 30, 26

-105

0.00%

Global Wealth Management, LLC

1.87K

Jun 30, 26

0.00%

Heck Capital Advisors, LLC

1.86K

Jun 30, 26

0.00%

Cherry Creek Investment Advisors, Inc.

1.86K

Jun 30, 26

0.00%

FORTE ASSET MANAGEMENT LLC

1.85K

Jun 30, 26

0.00%

Houlihan Financial Resource Group, Ltd.

1.85K

Jun 30, 26

0.00%

Omnia Family Wealth, LLC

1.85K

Jun 30, 26

0.00%

OARSMAN CAPITAL, INC.

1.85K

Jun 30, 26

+1.28K

0.00%

Nicholas Hoffman & Company, LLC.

1.84K

Jun 30, 26

0.00%

Journey Advisory Group, LLC

1.84K

Jun 30, 26

0.00%

PARAGON FINANCIAL PARTNERS, INC.

1.84K

Jun 30, 26

-5

0.00%

Strategic Wealth Advisors LLC

1.83K

Jun 30, 26

0.00%

Crewe Advisors LLC

1.83K

Jun 30, 26

0.00%

Delta Investment Management, LLC

1.83K

Jun 30, 26

0.00%

United Asset Strategies, Inc.

1.83K

Jun 30, 26

-67

0.00%

Highland Investment Advisors LLC

1.82K

Jun 30, 26

+1.82K

0.00%

Cornerstone Planning Group LLC

1.81K

Jun 30, 26

0.00%

NTV ASSET MANAGEMENT LLC

1.81K

Jun 30, 26

0.00%

GRIMES & COMPANY, INC.

1.81K

Jun 30, 26

+1.06K

0.00%

MLG Wealth Management DBA Pine Grove Financial Group

1.80K

Jun 30, 26

-152

0.00%

SUMMIT WEALTH GROUP LLC / CO

1.80K

Jun 30, 26

-253

0.00%

Wealthcare Capital Partners, LLC

1.78K

Jun 30, 26

+424

0.00%

COURIER CAPITAL LLC

1.78K

Jun 30, 26

-10

0.00%

PACK Private Wealth, LLC

1.77K

Jun 30, 26

0.00%

Sprinkle Financial Consultants LLC

1.77K

Jun 30, 26

0.00%

Western Wealth Management, LLC

1.76K

Jun 30, 26

+10

0.00%

WNY Asset Management, LLC

1.74K

Jun 30, 26

-16

0.00%

Gilbert Capital Group, Inc.

1.74K

Jun 30, 26

-17

0.00%

New Republic Capital, LLC

1.73K

Jun 30, 26

+561

0.00%

Diversified Portfolios, Inc.

1.73K

Jun 30, 26

-74

0.00%

CAHABA WEALTH MANAGEMENT, INC.

1.72K

Jun 30, 26

0.00%

STOCK YARDS BANK & TRUST CO

1.72K

Jun 30, 26

0.00%

KilterHowling LLC

1.72K

Jun 30, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

1.72K

Jun 30, 26

0.00%

Avant Financial Advisors LLC

1.71K

Jun 30, 26

0.00%

Cardinal Point Capital Management, ULC

1.71K

Jun 30, 26

+362

0.00%

Moss Adams Wealth Advisors LLC

1.71K

Jun 30, 26

0.00%

Palisade Asset Management, LLC

1.71K

Jun 30, 26

0.00%

PUREfi Wealth, LLC

1.70K

Jun 30, 26

+1.70K

0.00%

Westshore Wealth, LLC

1.70K

Jun 30, 26

0.00%

Tolleson Wealth Management, Inc.

1.69K

Jun 30, 26

0.00%

TRUE Private Wealth Advisors

1.68K

Jun 30, 26

+26

0.00%

Allen Mooney & Barnes Investment Advisors LLC

1.68K

Jun 30, 26

0.00%

AAF Wealth Management, LLC

1.68K

Jun 30, 26

-3

0.00%

49 WEALTH MANAGEMENT, LLC

1.68K

Jun 30, 26

+1.68K

0.00%

ALONGSIDE, LLC

1.68K

Jun 30, 26

+1.68K

0.00%

Integrated Investment Consultants, LLC

1.68K

Jun 30, 26

+66

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

1.64K

Jun 30, 26

0.00%

LPWM LLC

1.63K

Jun 30, 26

-165

0.00%

RFG Advisory, LLC

1.63K

Jun 30, 26

+110

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

1.62K

Jun 30, 26

+96

0.00%

Black Diamond Financial, LLC

1.62K

Jun 30, 26

0.00%

SIMA Wealth Partners, LLC

1.62K

Jun 30, 26

-267

0.00%

Trexquant Investment LP

1.61K

Jun 30, 26

+1.61K

0.00%

Blankinship & Foster, LLC

1.61K

Jun 30, 26

-37

0.00%

FAS Wealth Partners, Inc.

1.61K

Jun 30, 26

0.00%

SYON CAPITAL LLC

1.60K

Jun 30, 26

0.00%

FORM Wealth Advisors, LLC

1.60K

Jun 30, 26

-24

0.00%

USA FINANCIAL FORMULAS

1.60K

Jun 30, 26

+1.60K

0.00%

FLAGSTAR ADVISORS INC.

1.59K

Jun 30, 26

-33

0.00%

Advyzon Investment Management, LLC

1.59K

Jun 30, 26

-4

0.00%

Notis-McConarty Edward

1.58K

Jun 30, 26

-15

0.00%

Apollon Wealth Management, LLC

1.58K

Jun 30, 26

0.00%

Powerhouse Assets LLC

1.57K

Jun 30, 26

0.00%

MIDLAND WEALTH ADVISORS LLC

1.57K

Jun 30, 26

-36

0.00%

Paradigm, Strategies in Wealth Management, LLC

1.57K

Jun 30, 26

0.00%

GOLDEN ROAD ADVISORS LLC

1.57K

Jun 30, 26

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

1.57K

Jun 30, 26

0.00%

Asset Advisory Group, Inc.

1.57K

Jun 30, 26

-13

0.00%

Qube Research & Technologies Ltd

1.56K

Jun 30, 26

+1.56K

0.00%

Uniting Wealth Partners, LLC

1.56K

Jun 30, 26

-14

0.00%

Patriot Financial Group Insurance Agency, LLC

1.55K

Jun 30, 26

-1.66K

0.00%

Sigma Planning Corp

1.55K

Jun 30, 26

+200

0.00%

Balboa Wealth Partners

1.55K

Jun 30, 26

+726

0.00%

Members Trust Co

1.55K

Jun 30, 26

-125

0.00%

Hurley Capital, LLC

1.55K

Jun 30, 26

0.00%

Carter Financial Group, INC.

1.55K

Jun 30, 26

-40

0.00%

Gateway Wealth Partners, LLC

1.54K

Jun 30, 26

-1.64K

0.00%

Fermata Advisors, LLC

1.54K

Jun 30, 26

-176

0.00%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

1.53K

Jun 30, 26

0.00%

GREENWOOD GEARHART INC

1.53K

Jun 30, 26

0.00%

Security National Bank

1.53K

Jun 30, 26

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

1.52K

Jun 30, 26

+1.52K

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.52K

Jun 30, 26

0.00%

Spartan Wealth Advisory Services LLC

1.52K

Jun 30, 26

0.00%

MBL Wealth, LLC

1.51K

Jun 30, 26

+17

0.00%

Crescent Grove Advisors, LLC

1.51K

Jun 30, 26

-11

0.00%

Quotient Wealth Partners, LLC

1.51K

Jun 30, 26

+1.51K

0.00%

Capital Investment Advisory Services, LLC

1.50K

Jun 30, 26

+1.38K

0.00%

SIMON QUICK ADVISORS, LLC

1.50K

Jun 30, 26

+85

0.00%

Yanni & Associates Investment Advisors, LLC

1.50K

Jun 30, 26

-142

0.00%

Proficio Capital Partners LLC

1.49K

Jun 30, 26

0.00%

VICTORY CAPITAL MANAGEMENT INC

1.49K

Jun 30, 26

+586

0.00%

BayBridge Capital Group, LLC

1.49K

Jun 30, 26

+1.49K

0.00%

Ronald Blue Trust, Inc.

1.49K

Jun 30, 26

+44

0.00%

HARBOUR INVESTMENTS, INC.

1.48K

Jun 30, 26

-18

0.00%

WBH ADVISORY INC

1.48K

Jun 30, 26

+344

0.00%

Alta Wealth Advisors LLC

1.47K

Jun 30, 26

-206

0.00%

Northside Capital Management, LLC

1.47K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

1.46K

Jun 30, 26

0.00%

Vestmark Advisory Solutions, Inc.

1.46K

Jun 30, 26

-352

0.00%

Triad Wealth Partners, LLC

1.45K

Jun 30, 26

+414

0.00%

Curated Wealth Partners LLC

1.45K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.45K

Jun 30, 26

+32

0.00%

KLINGENSTEIN FIELDS & CO LP

1.44K

Jun 30, 26

0.00%

K.J. Harrison & Partners Inc

1.44K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

1.43K

Jun 30, 26

0.00%

Prasad Wealth Partners, LLC

1.43K

Jun 30, 26

0.00%

Summit Asset Management, LLC

1.42K

Jun 30, 26

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

1.42K

Jun 30, 26

0.00%

Edgestream Partners, L.P.

1.41K

Jun 30, 26

-218

0.00%

OLD NATIONAL BANCORP /IN/

1.41K

Jun 30, 26

-30.32K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.41K

Jun 30, 26

0.00%

Cogent Private Wealth, Inc.

1.40K

Jun 30, 26

-54

0.00%

PFG Investments, LLC

1.40K

Jun 30, 26

-221

0.00%

BECKER CAPITAL MANAGEMENT INC

1.39K

Jun 30, 26

0.00%

Flagship Private Wealth, LLC

1.39K

Jun 30, 26

-5

0.00%

Farmers National Bank

1.39K

Jun 30, 26

-4

0.00%

RITHOLTZ WEALTH MANAGEMENT

1.39K

Jun 30, 26

-79

0.00%

TUDOR INVESTMENT CORP ET AL

1.38K

Jun 30, 26

-6.36K

0.00%

Sentry LLC

1.38K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.37K

Jun 30, 26

0.00%

Ruggaard & Associates LLC

1.37K

Jun 30, 26

0.00%

Alcosta Capital Management, Inc.

1.37K

Jun 30, 26

-440

0.00%

MA Private Wealth

1.37K

Jun 30, 26

0.00%

London & Capital Asset Management Ltd

1.36K

Jun 30, 26

+171

0.00%

Manhattan West Asset Management, LLC

1.36K

Jun 30, 26

-811

0.00%

CHATHAM CAPITAL GROUP, INC.

1.36K

Jun 30, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

1.35K

Jun 30, 26

-7.53K

0.00%

NESTEGG ADVISORS, INC.

1.35K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.35K

Jun 30, 26

0.00%

PGIM Custom Harvest LLC

1.35K

Jun 30, 26

0.00%

Capital Advisors Wealth Management, LLC

1.35K

Jun 30, 26

+75

0.00%

Stratos Wealth Advisors, LLC

1.34K

Jun 30, 26

0.00%

M3 Advisory Group, LLC

1.34K

Jun 30, 26

0.00%

Aaron Wealth Advisors LLC

1.34K

Jun 30, 26

+1.34K

0.00%

AssuredPartners Investment Advisors, LLC

1.34K

Jun 30, 26

0.00%

1ST SOURCE BANK

1.34K

Jun 30, 26

-581

0.00%

Coastal Bridge Advisors, LLC

1.33K

Jun 30, 26

0.00%

Beaumont Financial Advisors, LLC

1.33K

Jun 30, 26

0.00%

TD Capital Management LLC

1.33K

Jun 30, 26

-42

0.00%

Bridgewater Advisors Inc.

1.32K

Jun 30, 26

0.00%

Arbor Wealth Advisors LLC

1.32K

Jun 30, 26

0.00%

Clark Capital Management Group, Inc.

1.30K

Jun 30, 26

+669

0.00%

WETZEL INVESTMENT ADVISORS, INC.

1.30K

Jun 30, 26

0.00%

Asset Management Group, Inc.

1.29K

Jun 30, 26

0.00%

Empowered Funds, LLC

1.29K

Jun 30, 26

-494

0.00%

Abacus Wealth Partners, LLC

1.28K

Jun 30, 26

0.00%

Abacus Planning Group, Inc.

1.27K

Jun 30, 26

0.00%

CLUNE & ASSOCIATES, LTD.

1.26K

Jun 30, 26

-57

0.00%

UNION SAVINGS BANK

1.26K

Jun 30, 26

0.00%

CMH Wealth Management LLC

1.25K

Jun 30, 26

0.00%

DV Trading LLC

1.25K

Jun 30, 26

-5.71K

0.00%

Amundi

1.23K

Jun 30, 26

+1.23K

0.00%

Krilogy Financial LLC

1.23K

Jun 30, 26

0.00%

Drake & Associates, LLC

1.23K

Jun 30, 26

+193

0.00%

Strategent Financial, LLC

1.23K

Jun 30, 26

+179

0.00%

Confluence Wealth Services, Inc.

1.22K

Jun 30, 26

+1.22K

0.00%

Investmark Advisory Group LLC

1.21K

Jun 30, 26

-10

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

1.21K

Jun 30, 26

0.00%

Independent Wealth Advisors LLC

1.21K

Jun 30, 26

-12

0.00%

Meeder Advisory Services, Inc.

1.21K

Jun 30, 26

+57

0.00%

SMI Advisory Services, LLC

1.20K

Jun 30, 26

-23

0.00%

Shared Vision Wealth Group LLC

1.20K

Jun 30, 26

+21

0.00%

V2 Financial group LLC

1.20K

Jun 30, 26

0.00%

Integrity Advisory Solutions, LLC

1.20K

Jun 30, 26

+1.20K

0.00%

Generation Capital Management LLC

1.19K

Jun 30, 26

0.00%

Quantbot Technologies LP

1.19K

Jun 30, 26

+1.19K

0.00%

Maple Capital Management, Inc.

1.19K

Jun 30, 26

0.00%

TMB Capital Partners, LLC

1.18K

Jun 30, 26

0.00%

Embree Financial Group

1.18K

Jun 30, 26

0.00%

Rothschild Capital Partners, LLC

1.18K

Jun 30, 26

0.00%

Imprint Wealth LLC

1.17K

Jun 30, 26

0.00%

JPL Wealth Management, LLC

1.17K

Jun 30, 26

0.00%

WEDBUSH SECURITIES INC

1.17K

Jun 30, 26

-32

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

1.17K

Jun 30, 26

0.00%

Wellspring Financial Advisors, LLC

1.17K

Jun 30, 26

0.00%

Ridgeline Wealth, LLC

1.16K

Jun 30, 26

0.00%

Guardian Asset Advisors, LLC

1.16K

Jun 30, 26

+13

0.00%

FIRST MANHATTAN CO. LLC.

1.16K

Jun 30, 26

-54

0.00%

Valtinson Bruner Financial Planning LLC

1.15K

Jun 30, 26

0.00%

BURKE & HERBERT BANK & TRUST CO

1.14K

Jun 30, 26

0.00%

LVW Advisors, LLC

1.13K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.12K

Jun 30, 26

+514

0.00%

Meridian Wealth Partners, LLC

1.11K

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.11K

Jun 30, 26

0.00%

Baker Ellis Asset Management LLC

1.10K

Jun 30, 26

0.00%

Anchor Investment Management, LLC

1.10K

Jun 30, 26

-7

0.00%

MANNING & NAPIER ADVISORS LLC

1.10K

Jun 30, 26

+1.10K

0.00%

TBH Global Asset Management, LLC

1.09K

Jun 30, 26

+234

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

1.09K

Jun 30, 26

0.00%

WEST MICHIGAN ADVISORS, LLC

1.08K

Jun 30, 26

-32

0.00%

E6 Portfolios, LLC

1.08K

Jun 30, 26

-24

0.00%

Pine Haven Investment Counsel, Inc

1.08K

Jun 30, 26

-540

0.00%

XY Planning Network, Inc.

1.07K

Jun 30, 26

0.00%

FORTRESS FINANCIAL GROUP, LLC

1.07K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

1.07K

Jun 30, 26

0.00%

Madison Asset Management, LLC

1.07K

Jun 30, 26

0.00%

Clark Asset Management, LLC

1.06K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.06K

Jun 30, 26

-272

0.00%

Symphony Financial, Ltd. Co.

1.06K

Jun 30, 26

+11

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

1.06K

Jun 30, 26

+1.06K

0.00%

Pointe Capital Management LLC

1.06K

Jun 30, 26

-270

0.00%

SkyOak Wealth, LLC

1.05K

Jun 30, 26

-42

0.00%

Avantax Planning Partners, Inc.

1.05K

Jun 30, 26

+61

0.00%

Madison Wealth Partners, Inc

1.05K

Jun 30, 26

-5

0.00%

Rockport Wealth LLC

1.05K

Jun 30, 26

0.00%

Astoria Strategic Wealth, Inc.

1.05K

Jun 30, 26

0.00%

Disciplined Investments, LLC

1.04K

Jun 30, 26

0.00%

WestEnd Advisors, LLC

1.04K

Jun 30, 26

-10

0.00%

FOSTER & MOTLEY INC

1.04K

Jun 30, 26

-1

0.00%

Keystone Wealth Services, LLC

1.03K

Jun 30, 26

0.00%

PARTNERS WEALTH MANAGEMENT, LLC

1.03K

Jun 30, 26

-25

0.00%

CAPITAL ADVISORS INC/OK

1.02K

Jun 30, 26

-83

0.00%

Operose Advisors LLC

1.02K

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

1.01K

Jun 30, 26

0.00%

Jump Financial, LLC

1.01K

Jun 30, 26

+1.01K

0.00%

KCM INVESTMENT ADVISORS LLC

1.01K

Jun 30, 26

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

1.00K

Jun 30, 26

-15

0.00%

SeaCrest Wealth Management, LLC

1.00K

Jun 30, 26

-379

0.00%

Beirne Wealth Consulting Services, LLC

1.00K

Jun 30, 26

-102

0.00%

HORAN Wealth, LLC

1.00K

Jun 30, 26

+152

0.00%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

1.00K

Jun 30, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

1.00K

Jun 30, 26

0.00%

Chesapeake Wealth Management

1.00K

Jun 30, 26

0.00%

Lee-Kelleher Wealth Management

997

Jun 30, 26

0.00%

Cherry Tree Wealth Management, LLC

997

Jun 30, 26

0.00%

StoneX Group Inc.

997

Jun 30, 26

-504

0.00%

Madden Advisory Services, Inc.

996

Jun 30, 26

0.00%

Silver Oak Advisory Group, Inc.

994

Jun 30, 26

0.00%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

992

Jun 30, 26

0.00%

FFT WEALTH MANAGEMENT LLC

988

Jun 30, 26

0.00%

Kathmere Capital Management, LLC

981

Jun 30, 26

0.00%

Bedel Financial Consulting, Inc.

980

Jun 30, 26

+63

0.00%

AVITY INVESTMENT MANAGEMENT INC.

979

Jun 30, 26

0.00%

Sowell Financial Services LLC

977

Jun 30, 26

0.00%

PERSONAL CFO SOLUTIONS, LLC

976

Jun 30, 26

-182

0.00%

S.A. Mason LLC

975

Jun 30, 26

0.00%

Range Financial Group LLC

974

Jun 30, 26

0.00%

NovaPoint Capital, LLC

967

Jun 30, 26

+967

0.00%

Tenon Financial LLC

966

Jun 30, 26

0.00%

Joseph Group Capital Management

966

Jun 30, 26

-1

0.00%

HOWARD WEALTH MANAGEMENT, LLC

963

Jun 30, 26

0.00%

Frederick Financial Consultants, LLC

962

Jun 30, 26

0.00%

Gibson Capital, LLC

958

Jun 30, 26

0.00%

Fulcrum Capital LLC

957

Jun 30, 26

0.00%

Manske Wealth Management

954

Jun 30, 26

+954

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

948

Jun 30, 26

-98

0.00%

Advisory Alpha, LLC

943

Jun 30, 26

0.00%

Orgel Wealth Management, LLC

940

Jun 30, 26

0.00%

Etesian Wealth Advisors, Inc.

940

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

936

Jun 30, 26

+138

0.00%

Navigation Group, LLC

931

Jun 30, 26

+106

0.00%

Advus Financial Partners, LLC

927

Jun 30, 26

0.00%

Verdence Capital Advisors LLC

922

Jun 30, 26

-938

0.00%

AFT, FORSYTH & COMPANY, INC.

922

Jun 30, 26

0.00%

NORTHLAND SECURITIES, INC.

916

Jun 30, 26

0.00%

Holistic Planning, LLC

915

Jun 30, 26

-7

0.00%

ODonnell Financial Services, LLC

914

Jun 30, 26

0.00%

Umpqua Bank

913

Jun 30, 26

0.00%

55 North Private Wealth, LLC

912

Jun 30, 26

0.00%

Sherman Wealth Management LLC

912

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

907

Jun 30, 26

-4

0.00%

AMJ Financial Wealth Management

903

Jun 30, 26

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

903

Jun 30, 26

0.00%

Atlas Brown,Inc.

900

Jun 30, 26

-100

0.00%

SAXON INTERESTS, INC.

895

Jun 30, 26

0.00%

Parkwoods Wealth Partners, LLC

895

Jun 30, 26

0.00%

WEALTHGARDEN F.S. LLC

895

Jun 30, 26

0.00%

ADELL HARRIMAN & CARPENTER INC

893

Jun 30, 26

0.00%

Kelly Financial Services LLC

888

Jun 30, 26

-9

0.00%

CAPE COD FIVE CENTS SAVINGS BANK

886

Jun 30, 26

+886

0.00%

Accretive Wealth Partners, LLC

883

Jun 30, 26

0.00%

TOWNSQUARE CAPITAL LLC

882

Jun 30, 26

-37

0.00%

LAWOOD & CO

881

Jun 30, 26

-510

0.00%

Reynders McVeigh Capital Management, LLC

877

Jun 30, 26

-24

0.00%

XTX Topco Ltd

876

Jun 30, 26

-20.15K

0.00%

Legacy Wealth Management, LLC / MS

875

Jun 30, 26

-25

0.00%

NBT BANK N A /NY

870

Jun 30, 26

-65

0.00%

MidAtlantic Capital Management, Inc.

869

Jun 30, 26

0.00%

SAGE RHINO CAPITAL LLC

866

Jun 30, 26

0.00%

Intellus Advisors LLC

863

Jun 30, 26

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

863

Jun 30, 26

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

856

Jun 30, 26

0.00%

Financial Alternatives, Inc

851

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

851

Jun 30, 26

0.00%

Werba Rubin Papier Wealth Management

850

Jun 30, 26

0.00%

Arsenal Capital Advisors LLC

846

Jun 30, 26

0.00%

RAM Investment Partners, LLC

836

Jun 30, 26

0.00%

Allred Capital Management, LLC

835

Jun 30, 26

0.00%

Wealth Advisors of Iowa, LLC

832

Jun 30, 26

0.00%

VICTORY FINANCIAL GROUP, LLC

826

Jun 30, 26

-1

0.00%

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

826

Jun 30, 26

-18

0.00%

Aureus Asset Management, LLC

824

Jun 30, 26

-120

0.00%

Greenhouse Wealth Management, LLC

823

Jun 30, 26

-1

0.00%

BAR HARBOR WEALTH MANAGEMENT

822

Jun 30, 26

0.00%

BlueChip Wealth Advisors LLC

812

Jun 30, 26

0.00%

Principle Wealth Partners LLC

812

Jun 30, 26

-25

0.00%

Kapstone Financial Advisors LLC

810

Jun 30, 26

0.00%

HUTCHINSON CAPITAL MANAGEMENT/CA

806

Jun 30, 26

0.00%

Abound Wealth Management

805

Jun 30, 26

0.00%

Schonfeld Strategic Advisors LLC

803

Jun 30, 26

+803

0.00%

MELFA WEALTH MANAGEMENT, LLC

800

Jun 30, 26

0.00%

LEGACY FINANCIAL GROUP, INC.

800

Jun 30, 26

-13

0.00%

Iowa State Bank

800

Jun 30, 26

0.00%

Rathbones Group PLC

797

Jun 30, 26

0.00%

ISTHMUS PARTNERS, LLC

795

Jun 30, 26

0.00%

SmartHarvest Portfolios, LLC

793

Jun 30, 26

-30

0.00%

Schuylkill Financial LLC

793

Jun 30, 26

+793

0.00%

BUILDER INVESTMENT GROUP INC /ADV

793

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

789

Jun 30, 26

-50

0.00%

Stone Point Wealth LLC

788

Jun 30, 26

0.00%

Ambassador Advisors, LLC

781

Jun 30, 26

0.00%

IPG Investment Advisors LLC

781

Jun 30, 26

0.00%

Family Office Research LLC

776

Jun 30, 26

0.00%

Thrive Wealth Management, LLC

775

Jun 30, 26

+100

0.00%

BOSTON RESEARCH & MANAGEMENT INC

768

Jun 30, 26

0.00%

Blom & Howell Financial Planning, Inc.

766

Jun 30, 26

-30

0.00%

Lewis Asset Management, LLC

766

Jun 30, 26

0.00%

IFG Advisory, LLC

765

Jun 30, 26

+765

0.00%

Millington Financial Advisors, LLC

764

Jun 30, 26

0.00%

Holistic Financial Partners

760

Jun 30, 26

0.00%

Highview Capital Management LLC/DE/

760

Jun 30, 26

0.00%

Pacific Asset Management, LLC

758

Jun 30, 26

0.00%

KDK Private Wealth Management, LLC

754

Jun 30, 26

0.00%

Unified Investment Management

753

Jun 30, 26

-120

0.00%

ALESCO ADVISORS LLC

751

Jun 30, 26

-50

0.00%

Missouri Trust & Investment Co

750

Jun 30, 26

0.00%

Hegarty Advisors, LLC

749

Jun 30, 26

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

748

Jun 30, 26

0.00%

Everhart Financial Group, Inc.

747

Jun 30, 26

+14

0.00%

Kemnay Advisory Services Inc.

743

Jun 30, 26

+93

0.00%

TRITONPOINT WEALTH, LLC

739

Jun 30, 26

+145

0.00%

Private Capital Management, LLC

737

Jun 30, 26

+29

0.00%

BEARING POINT CAPITAL, LLC

730

Jun 30, 26

0.00%

WealthCollab, LLC

730

Jun 30, 26

0.00%

MTM Investment Management, LLC

729

Jun 30, 26

0.00%

JACOBSON & SCHMITT ADVISORS, LLC

727

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

727

Jun 30, 26

0.00%

Redhawk Wealth Advisors, Inc.

725

Jun 30, 26

0.00%

TFR Capital, LLC.

725

Jun 30, 26

0.00%

Wealth Dimensions Group, Ltd.

724

Jun 30, 26

0.00%

Rydar Equities, Inc.

723

Jun 30, 26

0.00%

WEALTH EFFECTS LLC

723

Jun 30, 26

0.00%

SHP Wealth Management

721

Jun 30, 26

-110

0.00%

EPG Wealth Management LLC

720

Jun 30, 26

0.00%

Colonial Trust Co / SC

719

Jun 30, 26

+473

0.00%

Accel Wealth Management

718

Jun 30, 26

+718

0.00%

Oak Wealth Advisors LLC

717

Jun 30, 26

-97

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

717

Jun 30, 26

-306

0.00%

GEM Asset Management, LLC

716

Jun 30, 26

0.00%

Aspect Partners, LLC

702

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

701

Jun 30, 26

-4

0.00%

CapWealth Advisors, LLC

700

Jun 30, 26

+700

0.00%

STATE STREET CORP

700

Jun 30, 26

0.00%

Beacon Harbor Wealth Advisors, Inc.

698

Jun 30, 26

-109

0.00%

MATRIX ASSET ADVISORS INC/NY

698

Jun 30, 26

0.00%

TRUST CO OF VERMONT

697

Jun 30, 26

+697

0.00%

626 Financial, LLC

691

Jun 30, 26

0.00%

Fielder Capital Group LLC

690

Jun 30, 26

0.00%

TITLEIST ASSET MANAGEMENT, LLC

688

Jun 30, 26

-12

0.00%

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

687

Jun 30, 26

-230

0.00%

ST GERMAIN D J CO INC

687

Jun 30, 26

0.00%

Snowden Capital Advisors LLC

687

Jun 30, 26

-51

0.00%

Evergreen Wealth Solutions, LLC

687

Jun 30, 26

+92

0.00%

King Wealth

686

Jun 30, 26

0.00%

Timonier Family Office, LTD.

685

Jun 30, 26

+685

0.00%

PRAIRIEVIEW WEALTH PARTNERS, LLC

684

Jun 30, 26

0.00%

NBC SECURITIES, INC.

683

Jun 30, 26

0.00%

LongView Wealth Management

682

Jun 30, 26

-106

0.00%

Summit Place Financial Advisors, LLC

682

Jun 30, 26

0.00%

QUEST INVESTMENT MANAGEMENT LLC

680

Jun 30, 26

0.00%

New England Professional Planning Group Inc.

678

Jun 30, 26

0.00%

RFG - Bristol Wealth Advisors, LLC

678

Jun 30, 26

0.00%

Colter Lewis Investment Partners LLC

677

Jun 30, 26

0.00%

Invesco Ltd.

674

Jun 30, 26

+674

0.00%

Bigelow Investment Advisors, LLC

670

Jun 30, 26

0.00%

Bond & Devick Financial Network, Inc.

663

Jun 30, 26

0.00%

LexAurum Advisors, LLC

662

Jun 30, 26

0.00%

Fortis Capital Management LLC

660

Jun 30, 26

-19

0.00%

Tempo Wealth, LLC

660

Jun 30, 26

0.00%

Petix & Botte Co

658

Jun 30, 26

0.00%

Revolve Wealth Partners, LLC

656

Jun 30, 26

-7

0.00%

Mount Yale Investment Advisors, LLC

655

Jun 30, 26

0.00%

Beverly Hills Private Wealth, LLC

655

Jun 30, 26

+655

0.00%

Transcendent Capital Group LLC

655

Jun 30, 26

+655

0.00%

Avise Financial Cooperative, Inc.

655

Jun 30, 26

0.00%

VICUS CAPITAL

653

Jun 30, 26

+653

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

652

Jun 30, 26

0.00%

Pflug Koory, LLC

652

Jun 30, 26

0.00%

AFFINITY WEALTH MANAGEMENT LLC

652

Jun 30, 26

0.00%

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

651

Jun 30, 26

-6

0.00%

Financial Gravity Companies, Inc.

647

Jun 30, 26

+647

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

644

Jun 30, 26

0.00%

Seneschal Advisors, LLC

643

Jun 30, 26

0.00%

GAINLINE FINANCIAL PARTNERS, LLC

642

Jun 30, 26

+642

0.00%

NWK Group, Inc.

640

Jun 30, 26

0.00%

Athena Investment Management

637

Jun 30, 26

-75

0.00%

MARCO INVESTMENT MANAGEMENT LLC

635

Jun 30, 26

0.00%

Trek Financial, LLC

635

Jun 30, 26

0.00%

NOVARE CAPITAL MANAGEMENT LLC

632

Jun 30, 26

0.00%

Aspen Grove Capital, LLC

631

Jun 30, 26

0.00%

Schaeffer Financial LLC

629

Jun 30, 26

0.00%

AGH Wealth Advisors, LLC

625

Jun 30, 26

0.00%

New Capital Management LP

622

Jun 30, 26

+622

0.00%

ROBERTS GLORE & CO INC /IL/

619

Jun 30, 26

0.00%

Calamos Advisors LLC

618

Jun 30, 26

-12.20K

0.00%

FIDUCIARY FINANCIAL ADVISORS

618

Jun 30, 26

+618

0.00%

BOSTON FAMILY OFFICE LLC

617

Jun 30, 26

+53

0.00%

JNBA Financial Advisors

613

Jun 30, 26

-60

0.00%

TUCKER ASSET MANAGEMENT LLC

613

Jun 30, 26

-38

0.00%

DAYMARK WEALTH PARTNERS, LLC

613

Jun 30, 26

+613

0.00%

Capital Research Global Investors

611

Jun 30, 26

-722

0.00%

COFG Advisors, LLC

611

Jun 30, 26

+611

0.00%

PENNINGTON PARTNERS & CO., LLC

610

Jun 30, 26

0.00%

HOWLAND CAPITAL MANAGEMENT LLC

609

Jun 30, 26

0.00%

Latitude Advisors, LLC

609

Jun 30, 26

0.00%

Capital Asset Managemnet, LLC

609

Jun 30, 26

-2.21K

0.00%

EQUITY INVESTMENT CORP

606

Jun 30, 26

+606

0.00%

PRUDENT INVESTORS NETWORK, INC.

605

Jun 30, 26

0.00%

BINGHAM PRIVATE WEALTH, LLC

605

Jun 30, 26

0.00%

WIMMER ASSOCIATES 1, LLC

604

Jun 30, 26

0.00%

SOMERVILLE KURT F

600

Jun 30, 26

-600

0.00%

Freedom Day Solutions, LLC

600

Jun 30, 26

-1

0.00%

Prestige Wealth Management Group LLC

600

Jun 30, 26

0.00%

Vision Retirement, LLC

600

Jun 30, 26

-96

0.00%

MINDSET WEALTH MANAGEMENT, LLC

600

Jun 30, 26

+600

0.00%

Financial Network Wealth Management LLC

599

Jun 30, 26

-19

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

599

Jun 30, 26

0.00%

InvesTrust

594

Jun 30, 26

-1

0.00%

Windsor Capital Management, LLC

592

Jun 30, 26

-11

0.00%

Resurgent Financial Advisors LLC

592

Jun 30, 26

-31

0.00%

Williams Jones Wealth Management, LLC.

591

Jun 30, 26

+591

0.00%

Autumn Glory Partners, LLC

591

Jun 30, 26

0.00%

Sterling Financial Planning, Inc.

589

Jun 30, 26

0.00%

VISTA FINANCE, LLC

588

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

586

Jun 30, 26

-582

0.00%

Fort Sheridan Advisors LLC

585

Jun 30, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

585

Jun 30, 26

-265

0.00%

Marks Group Wealth Management, Inc

583

Jun 30, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

583

Jun 30, 26

0.00%

Wernau Asset Management Inc.

580

Jun 30, 26

-480

0.00%

Marin Bay Wealth Advisors, LLC

579

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

578

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

577

Jun 30, 26

0.00%

Shira Ridge Wealth Management

576

Jun 30, 26

0.00%

SageView Advisory Group, LLC

575

Jun 30, 26

0.00%

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

573

Jun 30, 26

0.00%

PKS Advisory Services, LLC

572

Jun 30, 26

+572

0.00%

Galvin, Gaustad & Stein, LLC

572

Jun 30, 26

-20

0.00%

FAYEZ SAROFIM & CO

571

Jun 30, 26

-386

0.00%

MorganRosel Wealth Management, LLC

571

Jun 30, 26

0.00%

Signature Wealth Management Partners, LLC

570

Jun 30, 26

0.00%

HOWE & RUSLING INC

568

Jun 30, 26

+178

0.00%

Northstar Advisory Group, LLC

567

Jun 30, 26

0.00%

BBR PARTNERS, LLC

564

Jun 30, 26

0.00%

Howard Capital Management Inc.

563

Jun 30, 26

-93

0.00%

Moors & Cabot, Inc.

562

Jun 30, 26

0.00%

Bull Harbor Capital LLC

561

Jun 30, 26

0.00%

BENNETT SELBY INVESTMENTS LP

561

Jun 30, 26

0.00%

Granite Bay Wealth Management, LLC

561

Jun 30, 26

+561

0.00%

BridgePort Financial Solutions, LLC

560

Jun 30, 26

+560

0.00%

BRADY FAMILY WEALTH, LLC

556

Jun 30, 26

+556

0.00%

VisionPoint Advisory Group, LLC

556

Jun 30, 26

+556

0.00%

Bison Wealth, LLC

555

Jun 30, 26

0.00%

RVW Wealth, LLC

555

Jun 30, 26

+555

0.00%

Dorato Capital Management

553

Jun 30, 26

-13

0.00%

HFG Wealth Management, LLC

552

Jun 30, 26

+552

0.00%

Colorado Capital Management, Inc.

550

Jun 30, 26

0.00%

CWS Financial Advisors, LLC

550

Jun 30, 26

+550

0.00%

Blume Capital Management, Inc.

550

Jun 30, 26

0.00%

UNIVEST FINANCIAL Corp

550

Jun 30, 26

+550

0.00%

Horizon Wealth Management, LLC

546

Jun 30, 26

+546

0.00%

Root Financial Partners, LLC

546

Jun 30, 26

-5

0.00%

SP Asset Management LLC

546

Jun 30, 26

+546

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

545

Jun 30, 26

-30

0.00%

Spectrum Asset Management, Inc. (NB/CA)

541

Jun 30, 26

-206

0.00%

Hardy Reed LLC

540

Jun 30, 26

+540

0.00%

Interchange Capital Partners, LLC

540

Jun 30, 26

+540

0.00%

Goldstone Financial Group, LLC

538

Jun 30, 26

-227

0.00%

LIBRA WEALTH LLC

538

Jun 30, 26

+538

0.00%

Matisse Capital

537

Jun 30, 26

+537

0.00%

Independent Wealth Network Inc.

537

Jun 30, 26

+537

0.00%

Argos Wealth Advisors, LLC

536

Jun 30, 26

+536

0.00%

PRIVATE TRUST CO NA

536

Jun 30, 26

-14

0.00%

Coastwise Capital Group, LLC

535

Jun 30, 26

+535

0.00%

Federation des caisses Desjardins du Quebec

535

Jun 30, 26

0.00%

ADVOCATE GROUP LLC

533

Jun 30, 26

-384

0.00%

LITTLEJOHN FINANCIAL SERVICES, INC.

529

Jun 30, 26

-52

0.00%

City State Bank

525

Jun 30, 26

0.00%

Telos Capital Management, Inc.

524

Jun 30, 26

+524

0.00%

National Wealth Management Group, LLC

523

Jun 30, 26

+523

0.00%

Financial Plan, Inc.

523

Jun 30, 26

+523

0.00%

Legacy Wealth Partners, LLC

522

Jun 30, 26

+522

0.00%

LifeSteps Financial, Inc.

520

Jun 30, 26

+520

0.00%

Investment Advisory Group, LLC

518

Jun 30, 26

+518

0.00%

A4 Wealth Advisors LLC

518

Jun 30, 26

+518

0.00%

CoreCap Advisors, LLC

517

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

516

Jun 30, 26

-26

0.00%

SMART Wealth LLC

513

Jun 30, 26

+513

0.00%

Beacon Capital Management, LLC

507

Jun 30, 26

+507

0.00%

Clifford Group, LLC

506

Jun 30, 26

+506

0.00%

GATEWAY INVESTMENT ADVISERS LLC

505

Jun 30, 26

+505

0.00%

Wealth Quarterback LLC

505

Jun 30, 26

+505

0.00%

Axis Wealth Partners, LLC

504

Jun 30, 26

+504

0.00%

Purkiss Capital Advisors LLC

504

Jun 30, 26

+504

0.00%

HighRoad Wealth Advisors, LLC

502

Jun 30, 26

+502

0.00%

Downshift Financial, LLC

502

Jun 30, 26

+502

0.00%

Ignite Planners, LLC

500

Jun 30, 26

+500

0.00%

Trifecta Capital Advisors, LLC

500

Jun 30, 26

0.00%

Quantum Financial Advisors, LLC

500

Jun 30, 26

+500

0.00%

Donalies Financial Planning, LLC

500

Jun 30, 26

+500

0.00%

SONATA CAPITAL GROUP INC

500

Jun 30, 26

+500

0.00%

Main Street Financial Solutions, LLC

500

Jun 30, 26

+500

0.00%

Carmel Capital Partners, LLC

500

Jun 30, 26

-96

0.00%

Foguth Wealth Management, LLC.

498

Jun 30, 26

+498

0.00%

Beaird Harris Wealth Management, LLC

496

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

496

Jun 30, 26

0.00%

Affinity Capital Advisors, LLC

495

Jun 30, 26

+495

0.00%

BAILARD, INC.

495

Jun 30, 26

+495

0.00%

Avid Wealth Partners LLC

494

Jun 30, 26

-1.16K

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

494

Jun 30, 26

+494

0.00%

INGALLS & SNYDER LLC

493

Jun 30, 26

+493

0.00%

Coyle Financial Counsel LLC

491

Jun 30, 26

+491

0.00%

Creative Capital Management Investments LLC

482

Jun 30, 26

0.00%

First Pacific Financial

479

Jun 30, 26

-32

0.00%

Millstone Evans Group, LLC

478

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

458

Jun 30, 26

+18

0.00%

Signature Equity Partners, LLC

455

Jun 30, 26

-6

0.00%

PIN OAK INVESTMENT ADVISORS INC

445

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

442

Jun 30, 26

+442

0.00%

Copia Wealth Management

435

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

434

Jun 30, 26

0.00%

Westside Investment Management, Inc.

430

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

429

Jun 30, 26

0.00%

Integrity Financial Corp /WA

416

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

412

Jun 30, 26

-32

0.00%

Family Management Corp

405

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

403

Jun 30, 26

+294

0.00%

Founders Capital Management

395

Jun 30, 26

0.00%

LONDON CO OF VIRGINIA

392

Jun 30, 26

+72

0.00%

Financial Life Planners

385

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

374

Jun 30, 26

+374

0.00%

Cedar Mountain Advisors, LLC

368

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

367

Jun 30, 26

0.00%

Horizon Investments, LLC

349

Jun 30, 26

-349

0.00%

BARCLAYS PLC

340

Jun 30, 26

+300

0.00%

Winthrop Capital Management, LLC

330

Jun 30, 26

0.00%

Key Capital Management, INC

322

Jun 30, 26

0.00%

MARQUETTE ASSOCIATES, INC.

321

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

308

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

307

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

300

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

300

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

290

Jun 30, 26

0.00%

Pacific Center for Financial Services

286

Jun 30, 26

0.00%

Hughes Financial Services, LLC

286

Jun 30, 26

0.00%

Kozak & Associates, Inc.

285

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

284

Jun 30, 26

+190

0.00%

Innovative Asset Advisors Group, LLC

282

Jun 30, 26

0.00%

Quent Capital, LLC

281

Jun 30, 26

-63

0.00%

Keating Financial Advisory Services, Inc.

265

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

261

Jun 30, 26

+261

0.00%

HHM Wealth Advisors, LLC

258

Jun 30, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

252

Jun 30, 26

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

240

Jun 30, 26

+240

0.00%

TRUST CO OF TOLEDO NA /OH/

238

Jun 30, 26

+23

0.00%

Avalon Trust Co

235

Jun 30, 26

-50

0.00%

GeoWealth Management, LLC

231

Jun 30, 26

-16

0.00%

INVESTMENT COUNSEL CO OF NEVADA

230

Jun 30, 26

+180

0.00%

IMA Wealth, Inc.

228

Jun 30, 26

+228

0.00%

Bay Harbor Wealth Management, LLC

212

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

211

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

209

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

205

Jun 30, 26

0.00%

Chung Wu Investment Group, LLC

200

Jun 30, 26

+200

0.00%

Washington Trust Advisors, Inc.

200

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

200

Jun 30, 26

+200

0.00%

Windsor Advisory Group, LLC

187

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

186

Jun 30, 26

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

183

Jun 30, 26

+183

0.00%

SYM FINANCIAL Corp

178

Jun 30, 26

0.00%

Regatta Research & Money Management

178

Jun 30, 26

+178

0.00%

Forum Finance Group S.A.

175

Jun 30, 26

0.00%

Addison Advisors LLC

171

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

170

Jun 30, 26

0.00%

Caldwell Trust Co

168

Jun 30, 26

0.00%

WealthShield Partners, LLC

167

Jun 30, 26

-206

0.00%

TOP Private Wealth LLC.

160

Jun 30, 26

+160

0.00%

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

157

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

157

Jun 30, 26

-29

0.00%

FWL INVESTMENT MANAGEMENT, LLC

153

Jun 30, 26

0.00%

MOTCO

151

Jun 30, 26

-123

0.00%

Aventura Private Wealth, LLC

146

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

145

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

145

Jun 30, 26

0.00%

Evolution Advisers, Inc.

135

Jun 30, 26

+45

0.00%

Allspring Global Investments Holdings, LLC

134

Jun 30, 26

+44

0.00%

Avion Wealth

130

Jun 30, 26

0.00%

RMG Wealth Management LLC

129

Jun 30, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

125

Jun 30, 26

-53

0.00%

Wellington Grp LLC

124

Jun 30, 26

0.00%

Timmons Wealth Management, LLC

118

Jun 30, 26

0.00%

GW&K Investment Management, LLC

114

Jun 30, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

114

Jun 30, 26

0.00%

Eukles Asset Management

111

Jun 30, 26

-336

0.00%

Golden State Wealth Management, LLC

106

Jun 30, 26

-336

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

106

Jun 30, 26

0.00%

RED REEF ADVISORS LLC

106

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

102

Jun 30, 26

0.00%

Brooklyn FI, LLC

101

Jun 30, 26

+101

0.00%

PINNEY & SCOFIELD, INC.

100

Jun 30, 26

-125

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+88

0.00%

Breakwater Investment Management

Jun 30, 26

0.00%

Advocate Investing Services LLC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+83

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Orion Capital Management LLC

Jun 30, 26

0.00%

Redwood Park Advisors LLC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

REAP Financial Group, LLC

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

-45

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+71

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

MCF Advisors LLC

Jun 30, 26

+37

0.00%

Holos Integrated Wealth LLC

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Jun 30, 26

0.00%

Luminist Capital LLC

Jun 30, 26

+62

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Pacifica Partners Inc.

Jun 30, 26

-15

0.00%

CUSTOM INDEX SYSTEMS, LLC

Jun 30, 26

+47

0.00%

Peachtree Investment Partners, LLC

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

Capital Analysts, LLC

Jun 30, 26

-104

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+36

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

-6

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

Piscataqua Savings Bank

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

Jun 30, 26

+25

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

Jun 30, 26

-1

0.00%

Kentucky Trust Co

Jun 30, 26

0.00%

Alpine Bank Wealth Management

Jun 30, 26

+13

0.00%

Winch Advisory Services, LLC

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Arlington Trust Co LLC

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

-257

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-22

0.00%

DEUTSCHE BANK AG\

Jun 30, 26

-1.59K

0.00%

Montgomery Financial Services LLC

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

Jun 30, 26

0.00%

Sachetta, LLC

Jun 30, 26

-16.70K

Baer Investment Advisory LLC

Jun 30, 26

-827

LWM Advisory Services, LLC

Jun 30, 26

-659

Aprio Wealth Management, LLC

Jun 30, 26

-2.97K

Activest Wealth Management

Jun 30, 26

-195

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-292

Global Assets Advisory, LLC

Jun 30, 26

-290

Palouse Capital Management, Inc.

Jun 30, 26

-22

True Link Financial Advisors, LLC

Jun 30, 26

-45

Silicon Valley Capital Partners

Jun 30, 26

-669

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-232

Flaharty Asset Management, LLC

Jun 30, 26

-3.39K

Phillip James Consulting Co.

Jun 30, 26

-12.08K

GK Wealth Management LLC

Jun 30, 26

-7.12K

MBM Wealth Consultants, LLC

Jun 30, 26

-22

Evolution Wealth Advisors, LLC

Jun 30, 26

-579

Grove Bank & Trust

Jun 30, 26

-269

EVOKE WEALTH, LLC

Jun 30, 26

-14.39K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-2.03K

Heirloom Wealth Management

Jun 30, 26

-1.04K

Golden State Equity Partners

Jun 30, 26

-12.60K

Farringdon Capital, Ltd.

Jun 30, 26

-731

Merkkuri Wealth Advisors LLC

Jun 30, 26

-26

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

-350

Kestra Investment Management, LLC

Jun 30, 26

-897

CPR Investments Inc.

Jun 30, 26

-1.00K

CURIO WEALTH, LLC

Jun 30, 26

-453

IAMS WEALTH MANAGEMENT, LLC

Jun 30, 26

-672

Independent Advisor Alliance

Jun 30, 26

-30.38K

Medallion Wealth Advisors, LLC

Jun 30, 26

-181

Centurion Wealth Management LLC

Jun 30, 26

-872

Grant Street Asset Management, Inc.

Jun 30, 26

-1.20K

Sound Income Strategies, LLC

Jun 30, 26

-79

D. E. Shaw & Co., Inc.

Jun 30, 26

-2.03K

Magnolia Wealth Management, LLC

Jun 30, 26

-89

Chandler Asset Management, Inc.

Jun 30, 26

-3.00K

Grantham, Mayo, Van Otterloo & Co. LLC

Jun 30, 26

-1.82K

VAN DEN BERG MANAGEMENT I, INC

Jun 30, 26

-161

ALLSTATE CORP

Jun 30, 26

-552.58K

GM Advisory Group, Inc.

57.40K

Mar 31, 26

-477

0.05%

CWM, LLC

45.89K

Mar 31, 26

-5.19K

0.04%

JOURNEY STRATEGIC WEALTH LLC

41.53K

Mar 31, 26

+901

0.04%

Jaffetilchin Investment Partners, LLC

40.22K

Mar 31, 26

+48

0.03%

Brown Financial Advisory

27.36K

Mar 31, 26

-699

0.02%

Evanson Asset Management, LLC

20.52K

Mar 31, 26

-5

0.02%

Mill Creek Capital Advisors, LLC

9.69K

Mar 31, 26

+298

0.01%

Red Tortoise LLC

7.84K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

2.44K

Mar 31, 26

-22

0.00%

U.S. Capital Wealth Advisors, LLC

1.83K

Mar 31, 26

+172

0.00%

USA Financial Portformulas Corp

1.72K

Mar 31, 26

-98

0.00%

North Berkeley Wealth Management, LLC

1.55K

Mar 31, 26

-131

0.00%

CANANDAIGUA NATIONAL CORP

1.52K

Mar 31, 26

+1.52K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

1.24K

Mar 31, 26

0.00%

Gibbs Wealth Management

1.23K

Mar 31, 26

+273

0.00%

Redwood Wealth Management Group, LLC

930

Mar 31, 26

-36

0.00%

Financial Gravity Asset Management, Inc.

647

Mar 31, 26

0.00%

Skopos Labs, Inc.

593

Mar 31, 26

+593

0.00%

Financial Connections Group, Inc.

582

Mar 31, 26

0.00%

McIlrath & Eck, LLC

411

Mar 31, 26

0.00%

TANAKA CAPITAL MANAGEMENT INC

235

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

150

Mar 31, 26

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Mar 31, 26

-11

0.00%

SOL Capital Management CO

Mar 31, 26

-3.81K

CIBC Private Wealth Group, LLC

552.05K

Dec 31, 25

+187.98K

0.47%

COMERICA BANK

535.03K

Dec 31, 25

+420

0.46%

FineMark National Bank & Trust

68.98K

Dec 31, 25

-2.08K

0.06%

Austin Private Wealth, LLC

51.37K

Dec 31, 25

-2.88K

0.04%

Clarius Group, LLC

39.40K

Dec 31, 25

0.03%

Litman Gregory Wealth Management LLC

18.80K

Dec 31, 25

-4.44K

0.02%

VANGUARD GROUP INC

10.59K

Dec 31, 25

-642

0.01%

ORG Partners LLC

10.41K

Dec 31, 25

-68

0.01%

Alpha Cubed Investments, LLC

6.32K

Dec 31, 25

-212

0.01%

Cadence Bank

4.53K

Dec 31, 25

0.00%

ROVIN CAPITAL /UT/ /ADV

3.49K

Dec 31, 25

-146

0.00%

Oldfather Financial Services, LLC

2.96K

Dec 31, 25

-83

0.00%

MERITAGE PORTFOLIO MANAGEMENT

2.82K

Dec 31, 25

0.00%

NICOLET ADVISORY SERVICES, LLC

2.45K

Dec 31, 25

+1.17K

0.00%

TRANSATLANTIQUE PRIVATE WEALTH LLC

2.39K

Dec 31, 25

0.00%

Heritage Financial Services, LLC

1.97K

Dec 31, 25

-172

0.00%

PURE PORTFOLIOS HOLDINGS LLC

1.63K

Dec 31, 25

-15

0.00%

O'Brien Wealth Partners LLC

1.49K

Dec 31, 25

0.00%

Prosperity Wealth Management, Inc.

1.25K

Dec 31, 25

-53

0.00%

Creegan & Nassoura Financial Group, LLC

1.20K

Dec 31, 25

0.00%

High Falls Advisors, Inc

923

Dec 31, 25

+30

0.00%

Edge Financial Advisors LLC

842

Dec 31, 25

0.00%

Covenant Partners, LLC

839

Dec 31, 25

0.00%

Pandora Wealth, Inc.

371

Dec 31, 25

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-5.41K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-3.19K

Northwest Capital Management Inc

Dec 31, 25

-553

Glenmede Investment Management, LP

69.88K

Sep 30, 25

-14

0.06%

PITCAIRN CO

63.97K

Sep 30, 25

-24.54K

0.05%

WETHERBY ASSET MANAGEMENT INC

24.11K

Sep 30, 25

+2.56K

0.02%

TEXAS CAPITAL BANCSHARES INC/TX

14.35K

Sep 30, 25

-985

0.01%

PALO ALTO WEALTH ADVISORS, LLC

12.23K

Sep 30, 25

-1.78K

0.01%

Apexium Financial, LP

9.83K

Sep 30, 25

-371

0.01%

SYNOVUS FINANCIAL CORP

8.50K

Sep 30, 25

+6.99K

0.01%

JFG Wealth Management, LLC

7.30K

Sep 30, 25

+14

0.01%

MARSHALL FINANCIAL GROUP INC /ADV

5.75K

Sep 30, 25

-27

0.00%

Vishria Bird Financial Group, LLC

4.18K

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

3.81K

Sep 30, 25

0.00%

Wealthstream Advisors, Inc.

3.49K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

3.29K

Sep 30, 25

0.00%

COUNTRY CLUB BANK /GFN

1.39K

Sep 30, 25

-81

0.00%

FULLCIRCLE WEALTH LLC

1.28K

Sep 30, 25

-33

0.00%

Willow Creek Wealth Management Inc.

1.14K

Sep 30, 25

-42

0.00%

PBMares Wealth Management LLC

1.09K

Sep 30, 25

0.00%

EWG Elevate Inc.

1.05K

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

930

Sep 30, 25

0.00%

New Century Financial Group, LLC

727

Sep 30, 25

-52

0.00%

Watts Gwilliam & Co., LLC

663

Sep 30, 25

0.00%

Hemington Wealth Management

583

Sep 30, 25

0.00%

Stuart Chaussee & Associates, Inc.

320

Sep 30, 25

0.00%

FSA Wealth Management LLC

120

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

-8

0.00%

Kathleen S. Wright Associates Inc.

Sep 30, 25

+22

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+15

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-29

CHURCHILL MANAGEMENT Corp

798.99K

Jun 30, 25

+6.16K

0.69%

Parkside Advisors LLC

221.19K

Jun 30, 25

-3.83K

0.19%

Copperwynd Financial, LLC

85.12K

Jun 30, 25

+4.13K

0.07%

AVANTAX ADVISORY SERVICES, INC.

48.83K

Jun 30, 25

-1.00K

0.04%

Bordeaux Wealth Advisors LLC

48.71K

Jun 30, 25

+67

0.04%

SUMMIT INVESTMENT ADVISORS, INC.

18.32K

Jun 30, 25

+341

0.02%

First Horizon Advisors, Inc.

16.69K

Jun 30, 25

+63

0.01%

Northeast Financial Consultants Inc

11.82K

Jun 30, 25

-49

0.01%

Atria Wealth Solutions, Inc.

11.61K

Jun 30, 25

-25.76K

0.01%

Family Firm, Inc.

10.73K

Jun 30, 25

-149

0.01%

Congress Wealth Management LLC / DE /

9.77K

Jun 30, 25

+6.03K

0.01%

Graypoint LLC

4.75K

Jun 30, 25

-708

0.00%

Good Life Advisors, LLC

3.50K

Jun 30, 25

+12

0.00%

Moser Wealth Advisors, LLC

1.83K

Jun 30, 25

0.00%

Smith Anglin Financial, LLC

1.11K

Jun 30, 25

+177

0.00%

FORTE CAPITAL LLC /ADV

1.05K

Jun 30, 25

-20

0.00%

Enterprise Bank & Trust Co

871

Jun 30, 25

0.00%

Parkworth Wealth Management, Inc.

742

Jun 30, 25

0.00%

Horan Securities, Inc.

696

Jun 30, 25

+17

0.00%

Blue Oak Capital, LLC

669

Jun 30, 25

0.00%

My Legacy Advisors, LLC

657

Jun 30, 25

+657

0.00%

Legacy Investment Solutions, LLC

232

Jun 30, 25

+232

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

143

Jun 30, 25

+143

0.00%

Centricity Wealth Management, LLC

120

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

+88

0.00%

US FINANCIAL ADVISORS, LLC

138.60K

Mar 31, 25

-929

0.12%

Orion Portfolio Solutions, LLC

49.81K

Mar 31, 25

-17.88K

0.04%

Bremer Bank National Association

30.09K

Mar 31, 25

+30.09K

0.03%

Sandy Spring Bank

29.91K

Mar 31, 25

+97

0.03%

Corrigan Financial, Inc.

12.50K

Mar 31, 25

-122

0.01%

West Coast Financial LLC

9.08K

Mar 31, 25

0.01%

Sabal Trust CO

8.61K

Mar 31, 25

0.01%

Vista Wealth Management Group, LLC

4.99K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

4.65K

Mar 31, 25

+126

0.00%

Wolf Group Capital Advisors

2.63K

Mar 31, 25

-1.41K

0.00%

Schechter Investment Advisors, LLC

1.70K

Mar 31, 25

0.00%

Callan Capital, LLC

1.66K

Mar 31, 25

+10

0.00%

NAPATREE CAPITAL LLC

1.33K

Mar 31, 25

-58

0.00%

Marcum Wealth, LLC

1.20K

Mar 31, 25

+123

0.00%

Wade Financial Advisory, Inc

920

Mar 31, 25

0.00%

BluePointe Capital Management, LLC

870

Mar 31, 25

+870

0.00%

Lindbrook Capital, LLC

818

Mar 31, 25

0.00%

LAKE STREET ADVISORS GROUP, LLC

213.68K

Dec 31, 24

0.18%

EPIQ Capital Group, LLC

203.09K

Dec 31, 24

+5.82K

0.17%

HBC Financial Services, PLLC

152.75K

Dec 31, 24

-5.13K

0.13%

BOSTON FINANCIAL MANGEMENT LLC

58.39K

Dec 31, 24

-3.72K

0.05%

Campbell Wealth Management

51.85K

Dec 31, 24

+3.73K

0.04%

Edge Capital Group, LLC

20.14K

Dec 31, 24

+1.58K

0.02%

WMS Partners, LLC

14.63K

Dec 31, 24

0.01%

Maxwell Wealth Strategies Inc.

10.53K

Dec 31, 24

-10

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

10.00K

Dec 31, 24

-1.06K

0.01%

Cassady Schiller Wealth Management, LLC

7.57K

Dec 31, 24

-9

0.01%

Fairhaven Wealth Management, LLC

5.18K

Dec 31, 24

0.00%

Kades & Cheifetz LLC

3.47K

Dec 31, 24

+11

0.00%

Madison Investment Advisors, LLC

3.19K

Dec 31, 24

+3.19K

0.00%

HTLF Bank

2.23K

Dec 31, 24

-50

0.00%

Private Portfolio Partners LLC

1.57K

Dec 31, 24

+181

0.00%

Eagle Ridge Investment Management

881

Dec 31, 24

0.00%

UNIONVIEW, LLC

717

Dec 31, 24

0.00%

Geller Advisors LLC

701

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

427

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

222

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-43

Fernwood Investment Management, LLC

Dec 31, 24

-2.38K

Raymond James Financial Services Advisors, Inc.

376.00K

Sep 30, 24

-41.90K

0.32%

RAYMOND JAMES & ASSOCIATES

185.28K

Sep 30, 24

+8.65K

0.16%

FinTrust Capital Advisors, LLC

35.40K

Sep 30, 24

+3.11K

0.03%

Axiom Advisory, LLC

32.26K

Sep 30, 24

+546

0.03%

SpiderRock Advisors, LLC

20.29K

Sep 30, 24

+571

0.02%

Pegasus Partners Ltd.

5.44K

Sep 30, 24

0.00%

CONCENTRIC WEALTH MANAGEMENT, LLC

4.04K

Sep 30, 24

+99

0.00%

Source Financial Advisors LLC

3.69K

Sep 30, 24

0.00%

RAYMOND JAMES TRUST N.A.

3.26K

Sep 30, 24

0.00%

GYL FINANCIAL SYNERGIES, LLC

2.53K

Sep 30, 24

0.00%

LWMG, LLC

1.87K

Sep 30, 24

0.00%

Alera Investment Advisors, LLC

1.60K

Sep 30, 24

-3

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

1.52K

Sep 30, 24

0.00%

Aspire Wealth Management Corp

1.09K

Sep 30, 24

0.00%

First Trust Direct Indexing L.P.

910

Sep 30, 24

0.00%

CIC Wealth, LLC

885

Sep 30, 24

0.00%

9258 Wealth Management, LLC

734

Sep 30, 24

-6

0.00%

Halpern Financial, Inc.

660

Sep 30, 24

+86

0.00%

M&R CAPITAL MANAGEMENT INC

590

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

263

Sep 30, 24

+263

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

250

Sep 30, 24

+250

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-31.14K

BlackRock Inc.

2.23M

Jun 30, 24

-2.19M

1.91%

BUCKINGHAM STRATEGIC WEALTH, LLC

92.18K

Jun 30, 24

-323

0.08%

Private Ocean, LLC

60.79K

Jun 30, 24

-104

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.96K

Jun 30, 24

+3.20K

0.01%

Abbrea Capital, LLC

6.89K

Jun 30, 24

-500

0.01%

Gratus Capital LLC

6.85K

Jun 30, 24

+810

0.01%

Relative Value Partners Group, LLC

3.38K

Jun 30, 24

-11.90K

0.00%

GIRARD PARTNERS LTD.

2.25K

Jun 30, 24

0.00%

Levy Wealth Management Group, LLC

2.21K

Jun 30, 24

+742

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

582

Jun 30, 24

-32

0.00%

Spotlight Asset Group, Inc.

371

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Geisinger Health

Jun 30, 24

-609.98K

ICA Group Wealth Management, LLC

Jun 30, 24

-479

Cetera Advisor Networks LLC

128.19K

Mar 31, 24

+3.48K

0.11%

Cetera Advisors LLC

54.91K

Mar 31, 24

+24.84K

0.05%

InterOcean Capital Group, LLC

48.11K

Mar 31, 24

+6.59K

0.04%

ML & R WEALTH MANAGEMENT LLC

45.93K

Mar 31, 24

-256

0.04%

Strategic Wealth Partners Group LLC

25.71K

Mar 31, 24

-479

0.02%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

16.30K

Mar 31, 24

-495

0.01%

Cutler Group LLC / CA

8.57K

Mar 31, 24

-8.05K

0.01%

SOUNDMARK WEALTH MANAGEMENT, LLC

3.68K

Mar 31, 24

-175

0.00%

CREDIT SUISSE AG/

3.55K

Mar 31, 24

+3.55K

0.00%

SUMMIT FINANCIAL GROUP, INC.

2.67K

Mar 31, 24

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

2.64K

Mar 31, 24

+2.64K

0.00%

CAMBRIDGE TRUST CO

1.76K

Mar 31, 24

+403

0.00%

Bromfield Sneider Wealth Advisors

443

Mar 31, 24

0.00%

Starfox Financial Services, LLC

Mar 31, 24

-797

Connectus Wealth, LLC

Mar 31, 24

-8.59K

TELEMUS CAPITAL, LLC

170.28K

Dec 31, 23

-4.73K

0.15%

WADE G W & INC

132.47K

Dec 31, 23

+36.66K

0.11%

Simplicity Solutions, LLC

46.10K

Dec 31, 23

+3.81K

0.04%

Bartlett & Co. LLC

37.72K

Dec 31, 23

+539

0.03%

WEALTHSOURCE PARTNERS, LLC

32.95K

Dec 31, 23

+11.15K

0.03%

StrategIQ Financial Group, LLC

29.13K

Dec 31, 23

-2.25K

0.02%

Regal Wealth Group, Inc.

10.08K

Dec 31, 23

0.01%

LWS Wealth Advisors, Inc.

9.06K

Dec 31, 23

-282

0.01%

Curi Wealth Management, LLC

7.37K

Dec 31, 23

+57

0.01%

Resource Planning Group

4.00K

Dec 31, 23

-479

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

1.86K

Dec 31, 23

+1.86K

0.00%

DFPG INVESTMENTS, LLC

1.42K

Dec 31, 23

-81

0.00%

Traverso Chambers Private Wealth Management, LLC

1.13K

Dec 31, 23

0.00%

Engrave Wealth Partners LLC

814

Dec 31, 23

+814

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

699

Dec 31, 23

0.00%

Baystate Wealth Management LLC

123

Dec 31, 23

+51

0.00%

PATHSTONE FAMILY OFFICE, LLC

1.17M

Sep 30, 23

+1.12M

1.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

1.09M

Sep 30, 23

-125.94K

0.94%

COLONY GROUP LLC

539.37K

Sep 30, 23

-367

0.46%

Column Capital Advisors, LLC

194.43K

Sep 30, 23

-4.17K

0.17%

COMERICA SECURITIES,INC.

138.91K

Sep 30, 23

-26.12K

0.12%

TIEDEMANN ADVISORS, LLC

33.40K

Sep 30, 23

-223

0.03%

Sutton Wealth Advisors Inc.

30.70K

Sep 30, 23

-283

0.03%

ROPES WEALTH ADVISORS LLC

4.70K

Sep 30, 23

0.00%

Cornerstone Retirement Group, Inc.

4.29K

Sep 30, 23

+4.29K

0.00%

TRIAD FINANCIAL ADVISORS, INC.

4.08K

Sep 30, 23

-18

0.00%

MADISON WEALTH MANAGEMENT

4.01K

Sep 30, 23

-20

0.00%

Daniels&Tansey,LLP

2.09K

Sep 30, 23

-39.95K

0.00%

DUBUQUE BANK & TRUST CO

1.61K

Sep 30, 23

0.00%

V Wealth Advisors LLC

1.27K

Sep 30, 23

-322

0.00%

BEDEL FINANCIAL CONSULTING INC

1.21K

Sep 30, 23

+1.21K

0.00%

KB FINANCIAL PARTNERS, LLC

353

Sep 30, 23

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-899

Ergoteles LLC

Sep 30, 23

-3.58K

Veritable, L.P.

1.16M

Jun 30, 23

-12.96K

1.00%

TIAA, FSB

735.23K

Jun 30, 23

-18.56K

0.63%

TimeScale Financial, Inc.

43.39K

Jun 30, 23

-235

0.04%

AJ WEALTH STRATEGIES, LLC

5.19K

Jun 30, 23

0.00%

Intercontinental Wealth Advisors, LLC

4.66K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

3.47K

Jun 30, 23

0.00%

BMS Financial Advisors, LLC

1.47K

Jun 30, 23

+122

0.00%

Endurance Wealth Management, Inc.

1.00K

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

374

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

175

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-37

SILVERHAWK ASSET MANAGEMENT, LLC

Jun 30, 23

-2.04K

TPB WEALTH ADVISORS

69.33K

Mar 31, 23

-23.31K

0.06%

Domani Wealth, LLC

61.34K

Mar 31, 23

-107

0.05%

HARVEST GROUP WEALTH MANAGEMENT, LLC

18.92K

Mar 31, 23

+18.92K

0.02%

Clear Perspectives Financial Planning, LLC

13.38K

Mar 31, 23

-285

0.01%

True Capital Management

10.74K

Mar 31, 23

-290

0.01%

Southern Wealth Management, LLP

8.49K

Mar 31, 23

-30

0.01%

Fullen Financial Group

7.97K

Mar 31, 23

+30

0.01%

Parsec Financial Management, Inc.

4.14K

Mar 31, 23

+1.18K

0.00%

Avalon Investment & Advisory

1.84K

Mar 31, 23

0.00%

Barber Financial Group, Inc.

1.08K

Mar 31, 23

0.00%

Cardinal Point Wealth Management Partners, LLC

979

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

919

Mar 31, 23

+919

0.00%

Personal Capital Advisors Corp

615.44K

Dec 31, 22

-10.56K

0.53%

WC Walker & Associates, Inc.

100.38K

Dec 31, 22

+2.10K

0.09%

BANK OF THE WEST

30.63K

Dec 31, 22

+955

0.03%

CFO4Life, L.P.

29.13K

Dec 31, 22

+29.13K

0.02%

Laurel Wealth Advisors, Inc.

14.44K

Dec 31, 22

-283

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

4.04K

Dec 31, 22

+1.58K

0.00%

YorkBridge Wealth Partners, LLC

3.38K

Dec 31, 22

0.00%

GOFEN & GLOSSBERG LLC /IL/

2.55K

Dec 31, 22

+417

0.00%

SBK Financial, Inc.

2.01K

Dec 31, 22

-246

0.00%

Sargent Bickham Lagudis LLC

1.22K

Dec 31, 22

+56

0.00%

ZEKE CAPITAL ADVISORS, LLC

1.07K

Dec 31, 22

0.00%

Capital Directions Investment Advisors, LLC

Dec 31, 22

+81

0.00%

Cribstone Capital Management, LLC

Dec 31, 22

-7

0.00%

Goldstein Munger & Associates

658.25K

Sep 30, 22

+5.26K

0.56%

55I, LLC

287.04K

Sep 30, 22

+95.26K

0.25%

ATLANTA CAPITAL MANAGEMENT CO L L C

51.81K

Sep 30, 22

-64.28K

0.04%

Highland Private Wealth Management

48.80K

Sep 30, 22

+5.52K

0.04%

MUFG Americas Holdings Corp

46.50K

Sep 30, 22

-200

0.04%

BRR OpCo, LLC

41.41K

Sep 30, 22

-878

0.04%

Round Table Services, LLC

38.06K

Sep 30, 22

-1.34K

0.03%

CPWM, LLC

21.70K

Sep 30, 22

+780

0.02%

BLUESTEIN R H & CO LLC

20.65K

Sep 30, 22

0.02%

McCutchen Group LLC

16.33K

Sep 30, 22

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

10.75K

Sep 30, 22

+5.36K

0.01%

American Portfolios Advisors

8.60K

Sep 30, 22

+2.83K

0.01%

Covington Capital Management

7.45K

Sep 30, 22

0.01%

Brightworth

5.92K

Sep 30, 22

-90

0.01%

EATON VANCE MANAGEMENT

5.16K

Sep 30, 22

0.00%

REGENTATLANTIC CAPITAL LLC

5.13K

Sep 30, 22

-352

0.00%

Doyle Wealth Management

4.42K

Sep 30, 22

-598

0.00%

BALASA DINVERNO & FOLTZ LLC

4.10K

Sep 30, 22

-101

0.00%

DOWLING & YAHNKE LLC

3.31K

Sep 30, 22

-37

0.00%

Beaumont Financial Partners, LLC

1.72K

Sep 30, 22

+115

0.00%

RGT Wealth Advisors, LLC

750

Sep 30, 22

0.00%

Surevest, LLC

746

Sep 30, 22

0.00%

MILESTONE WEALTH, LLC

716

Sep 30, 22

0.00%

FourThought Financial, LLC

179

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-148

Brown Advisory Securities, LLC

Sep 30, 22

-1.20K

Emerson Wealth, LLC

406.03K

Jun 30, 22

-3.10K

0.35%

BT Wealth Management LLC

362.41K

Jun 30, 22

+843

0.31%

Cordasco Financial Network

206.40K

Jun 30, 22

-1.65K

0.18%

Frontier Wealth Management LLC

9.03K

Jun 30, 22

-797

0.01%

HC FINANCIAL ADVISORS INC

5.63K

Jun 30, 22

+845

0.00%

Private Capital Group, LLC

4.03K

Jun 30, 22

-14.98K

0.00%

B. Riley Wealth Management, Inc.

2.82K

Jun 30, 22

+1.05K

0.00%

Intersect Capital LLC

Jun 30, 22

-13.38K

Pinnacle Private Wealth, LLC

Jun 30, 22

-1.75K

BAR HARBOR TRUST SERVICES

Jun 30, 22

-822

Barrett Asset Management, LLC

44.88K

Mar 31, 22

+1.05K

0.04%

SVB Investment Services Inc.

9.39K

Mar 31, 22

0.01%

People's United Financial, Inc.

8.66K

Mar 31, 22

-23.81K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

8.53K

Mar 31, 22

-9.43K

0.01%

Permit Capital Advisors, LLC

7.11K

Mar 31, 22

+7.11K

0.01%

Freedman Financial Associates, Inc.

5.21K

Mar 31, 22

0.00%

Azimuth Capital Management LLC

4.68K

Mar 31, 22

+16

0.00%

Nauset Wealth Management. LLC

2.07K

Mar 31, 22

+321

0.00%

Ferris Capital, LLC

1.50K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

1.15K

Mar 31, 22

+604

0.00%

KINGS POINT CAPITAL MANAGEMENT

524

Mar 31, 22

-18

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

251

Mar 31, 22

0.00%

Emery Howard Portfolio Management, Inc.

62.21K

Dec 31, 21

+298

0.05%

Carroll Financial Associates, Inc.

4.14K

Dec 31, 21

-479

0.00%

Asset Planning Services, Ltd.

3.29K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

2.91K

Dec 31, 21

+1.11K

0.00%

Country Club Trust Company, n.a.

2.00K

Dec 31, 21

0.00%

Crescent Capital Consulting, LLC

1.85K

Dec 31, 21

0.00%

Johanson Financial Advisors, Inc.

1.67K

Dec 31, 21

0.00%

HawsGoodwin Investment Management LLC

1.00K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

500

Dec 31, 21

0.00%

Rinet Co LLC

788.91K

Sep 30, 21

-7.73K

0.68%

BINGHAM OSBORN & SCARBOROUGH LLC

526.60K

Sep 30, 21

-3.27K

0.45%

DERBY & COMPANY, INC

243.14K

Sep 30, 21

+5.31K

0.21%

HATTON CONSULTING, INC.

73.45K

Sep 30, 21

+9.96K

0.06%

BBVA USA

22.75K

Sep 30, 21

-482

0.02%

Homrich & Berg

18.73K

Sep 30, 21

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

18.67K

Sep 30, 21

-1.25K

0.02%

Hochman Cole Investment Advisors, Inc.

16.50K

Sep 30, 21

-266

0.01%

TIAA Kaspick, LLC

15.18K

Sep 30, 21

-300

0.01%

MANAGED ACCOUNT SERVICES INC

4.70K

Sep 30, 21

-828

0.00%

NorthCoast Asset Management LLC

2.04K

Sep 30, 21

+2.04K

0.00%

Alexandria Capital, LLC

1.93K

Sep 30, 21

-1.26K

0.00%

Ameritas Investment Company, LLC

1.68K

Sep 30, 21

+986

0.00%

Filbrandt Wealth Management, LLC

612

Sep 30, 21

0.00%

Sonora Investment Management, LLC

168

Sep 30, 21

+168

0.00%

Berman Capital Advisors, LLC

Sep 30, 21

QS Investors, LLC

3.12M

Jun 30, 21

+629.98K

2.67%

AdvicePeriod, LLC

80.85K

Jun 30, 21

+893

0.07%

BADGLEY PHELPS & BELL INC

42.29K

Jun 30, 21

-95

0.04%

BEL AIR INVESTMENT ADVISORS LLC

30.37K

Jun 30, 21

+16.61K

0.03%

NORTHSTAR INVESTMENT ADVISORS LLC

21.63K

Jun 30, 21

-188

0.02%

Strategic Wealth Management Group, LLC

2.70K

Jun 30, 21

0.00%

Nachman Norwood & Parrott, Inc

1.46K

Jun 30, 21

0.00%

PNC Managed Account Solutions, Inc.

995

Jun 30, 21

+995

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

103.45K

Mar 31, 21

-849

0.09%

WealthStone, Inc.

69.57K

Mar 31, 21

-776

0.06%

Paracle Advisors, LLC

37.98K

Mar 31, 21

-1.77K

0.03%

BBVA USA Bancshares, Inc.

24.27K

Mar 31, 21

-1.38K

0.02%

PILLAR PACIFIC CAPITAL MANAGEMENT LLC

6.43K

Mar 31, 21

+50

0.01%

TCF National Bank

2.00K

Mar 31, 21

+25

0.00%

Pinnacle Advisory Group, Inc.

1.52K

Mar 31, 21

+10

0.00%

Lighthouse Financial Advisors, Inc.

1.08K

Mar 31, 21

0.00%

Rikoon Group, LLC

900

Mar 31, 21

+900

0.00%

Integer Wealth Advisors Group LLC

Mar 31, 21

-1.29K

OLD MISSION CAPITAL, LLC

16.01K

Dec 31, 20

+16.01K

0.01%

Aperio Group, LLC

13.99K

Dec 31, 20

0.01%

Paul John Balson

10.40K

Dec 31, 20

+93

0.01%

Private Wealth Advisors, Inc.

1.91K

Dec 31, 20

-50

0.00%

Reby Advisors, LLC

115

Dec 31, 20

+115

0.00%

Wealthspire Advisors, L.P.

25.16K

Sep 30, 20

+6.94K

0.02%

First Allied Advisory Services, Inc.

23.16K

Sep 30, 20

-1.11K

0.02%

Filament LLC

15.78K

Sep 30, 20

-1

0.01%

Confluence Wealth Management LLC

15.00K

Sep 30, 20

-3.36K

0.01%

FCG ADVISORS, LLC

13.53K

Sep 30, 20

-1.05K

0.01%

Cornerstone Advisors, Inc.

9.88K

Sep 30, 20

+13

0.01%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

3.37K

Sep 30, 20

0.00%

Kavar Capital Partners, LLC

2.84K

Sep 30, 20

-128

0.00%

Price Wealth, LLC

2.19K

Sep 30, 20

0.00%

Blue Chip Wealth Management, Inc.

2.16K

Sep 30, 20

0.00%

Independence Advisors, LLC

1.59K

Sep 30, 20

-84

0.00%

Stearns Financial Services Group

965

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

889

Sep 30, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

528

Sep 30, 20

-53

0.00%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

Sep 30, 20

-5.00K

Global Financial Private Capital, Inc

238.13K

Jun 30, 20

-14.21K

0.20%

BRINKER CAPITAL INC

105.30K

Jun 30, 20

-1.08K

0.09%

InterOcean Capital, LLC

60.92K

Jun 30, 20

+187

0.05%

IBERIABANK CORP

27.14K

Jun 30, 20

-609

0.02%

TRUEWEALTH LLC

13.58K

Jun 30, 20

-21

0.01%

Starfire Investment Advisers, Inc.

8.22K

Jun 30, 20

0.01%

Lenox Wealth Management, Inc.

3.52K

Jun 30, 20

-90

0.00%

BOYS ARNOLD & CO INC

61.99K

Mar 31, 20

+10.13K

0.05%

Fiduciary Trust Co International of Pennsylvania

56.50K

Mar 31, 20

+56.50K

0.05%

Osborn Williams & Donohoe LLC

1.48K

Mar 31, 20

+1.48K

0.00%

Squar Milner Financial Services LLC

823

Mar 31, 20

0.00%

PagnatoKarp Partners LLC

Mar 31, 20

-1.33K

CIBC BANK USA

83.45K

Dec 31, 19

-95

0.07%

Beacon Pointe Wealth Advisors, LLC

83.23K

Dec 31, 19

-5.24K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

73.89K

Dec 31, 19

+10.61K

0.06%

Advisor Group, Inc.

61.06K

Dec 31, 19

-719

0.05%

Chapwood Capital Investment Management, LLC

57.93K

Dec 31, 19

+57.93K

0.05%

Whitnell & Co.

4.25K

Dec 31, 19

-146

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

4.03K

Dec 31, 19

+4.03K

0.00%

Sequoia Wealth Management, LLC

1.25K

Dec 31, 19

-2.04K

0.00%

SUNTRUST BANKS INC

236.26K

Sep 30, 19

+88.57K

0.20%

Saban Capital Group LLC

49.35K

Sep 30, 19

0.04%

Wealth & Pension Services Group, Inc.

44.03K

Sep 30, 19

-1.76K

0.04%

BB&T SECURITIES, LLC

6.06K

Sep 30, 19

-2.63K

0.01%

SOUTH TEXAS MONEY MANAGEMENT LTD

1.47K

Sep 30, 19

-110

0.00%

Guidant Wealth Advisors

1.05K

Sep 30, 19

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

4.29K

Jun 30, 19

0.00%

KLS Professional Advisors Group, LLC

Jun 30, 19

-4.89K

WILLIAMS JONES & ASSOCIATES LLC

Jun 30, 19

-1.34K

HL FINANCIAL SERVICES LLC

9.13K

Mar 31, 19

+275

0.01%

Sound View Wealth Advisors, LLC

8.58K

Mar 31, 19

+58

0.01%

Steinberg Global Asset Management

3.63K

Mar 31, 19

0.00%

SANTA BARBARA ASSET MANAGEMENT, LLC

2.96K

Mar 31, 19

-1.41K

0.00%

BKS ADVISORS, LLC

1.89K

Mar 31, 19

0.00%

Lattice Strategies LLC

Mar 31, 19

-3.56K

AVIANCE CAPITAL MANAGEMENT, LLC

Mar 31, 19

-113

Jump Trading, LLC

Mar 31, 19

-15.57K

COMERICA SECURITIES INC

8.44K

Dec 31, 18

+7.13K

0.01%

Questar Asset Management, Inc.

7.54K

Dec 31, 18

+7.54K

0.01%

DEARBORN CAPITAL MANAGEMENT LLC

18.80K

Sep 30, 18

-2.70K

0.02%

Summit Equities Inc

10.26K

Sep 30, 18

+328

0.01%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

7.57K

Sep 30, 18

-196

0.01%

HC Financial Advisors, Inc.

5.54K

Sep 30, 18

+209

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

4.49K

Sep 30, 18

+339

0.00%

Vantage Investment Advisors, LLC

1.04K

Sep 30, 18

0.00%

Mosaic Financial Partners, Inc.

62.33K

Jun 30, 18

-313

0.05%

Edge Advisors, LLC

5.33K

Jun 30, 18

+68

0.00%

Huntington Steele LLC

39.44K

Mar 31, 18

+26

0.03%

Allegis Investment Advisors, LLC

5.77K

Mar 31, 18

+136

0.00%

DENVER INVESTMENT ADVISORS LLC

1.99K

Mar 31, 18

+30

0.00%

IFC Holdings Incorporated/FL

5.72K

Dec 31, 17

-331

0.00%

WealthShield, LLC

249

Dec 31, 17

+249

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-7.56K

NATIONAL PLANNING CORP

Dec 31, 17

-7.62K

Threshold Group LLC

53.79K

Sep 30, 17

-10.98K

0.05%

Jacobus Wealth Management, Inc.

11.34K

Sep 30, 17

0.01%

GIRARD SECURITIES, INC.

1.80K

Sep 30, 17

-193

0.00%

Smith Affiliated Capital Corp.

1.14K

Sep 30, 17

-9.08K

0.00%

Commonwealth Equity Services, Inc

175.12K

Jun 30, 17

-9.54K

0.15%

1st Global Advisors, Inc.

99.59K

Jun 30, 17

-162

0.09%

Virtu KCG Holdings LLC

16.40K

Jun 30, 17

+12.24K

0.01%

Geneva Advisors, LLC

8.70K

Jun 30, 17

-446

0.01%

CETERA INVESTMENT MANAGEMENT LLC

2.59K

Jun 30, 17

0.00%

WFG Advisors, LP

173

Jun 30, 17

0.00%

TIAA CREF TRUST CO FSB/MO

1.31M

Mar 31, 17

+15.83K

1.12%

Integrated Wealth Management

2.30K

Mar 31, 17

+2.30K

0.00%

BlackRock Fund Advisors

22.38M

Dec 31, 16

-5.50M

19.19%

BlackRock Investment Management, LLC

197.22K

Dec 31, 16

+120.76K

0.17%

MSI Financial Services Inc

66.58K

Dec 31, 16

+37.58K

0.06%

BLACKROCK ADVISORS LLC

42.10K

Dec 31, 16

-68

0.04%

Braver Wealth Management, LLC

25.74K

Dec 31, 16

-2.88K

0.02%

Argentus Capital Management, LLC

Dec 31, 16

-4.48K

BlackRock Institutional Trust Company, N.A.

Dec 31, 16

-257.82K

Global Atlantic Investment Advisors, LLC

198.28K

Sep 30, 16

-4.93K

0.17%

Emerald Acquisition Ltd.

20.56K

Sep 30, 16

-7.44K

0.02%

ADVISOR CONSULTANT NETWORK INC

17.53K

Sep 30, 16

+17.53K

0.02%

FIRSTMERIT BANK N A TRUSTEE

75.38K

Jun 30, 16

+34.70K

0.06%

Investors Capital Advisory Services

4.95K

Jun 30, 16

0.00%

SOCIETE GENERALE

4.60K

Jun 30, 16

+4.60K

0.00%

Lebenthal Holdings,LLC

3.35K

Jun 30, 16

+3.35K

0.00%

Lebenthal Wealth Advisors, LLC

3.35K

Jun 30, 16

+3.35K

0.00%

VSR Financial Services, Inc.

2.14K

Jun 30, 16

-16.20K

0.00%

Cleary Gull Holdings Inc.

243.84K

Mar 31, 16

-43.57K

0.21%

RUSSELL FRANK CO/

15.00K

Mar 31, 16

0.01%

NATIONAL PENN INVESTORS TRUST CO /PA

6.32K

Mar 31, 16

0.01%

EMERSON INVESTMENT MANAGEMENT, LLC

3.05K

Mar 31, 16

0.00%

BHF Kleinwort Benson Group S.A.

Mar 31, 16

-20.61K

SMITH HAYES Advisers, Inc

40.90K

Dec 31, 15

-338

0.04%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-1.10K

Convergent Wealth Advisors

14.30K

Sep 30, 15

0.01%

J.P. Turner & Co Capital Mnagement, LLC

8.01K

Sep 30, 15

+8.01K

0.01%

CITY NATIONAL BANK

5.00K

Sep 30, 15

-1.33K

0.00%

MANAGED ACCOUNT ADVISORS LLC

514.29K

Jun 30, 15

-19.88K

0.44%

BAIRD ROBERT W & CO INC /WI/

222.81K

Mar 31, 15

+37.01K

0.19%

CLEARY GULL INC.

19.47K

Mar 31, 15

+19.47K

0.02%

STANCORP INVESTMENT ADVISERS INC

5.18K

Mar 31, 15

-9

0.00%

First Allied Asset Management, Inc.

2.90K

Mar 31, 15

0.00%

ICC CAPITAL MANAGEMENT INC/

2.17K

Mar 31, 15

+775

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

1.60K

Mar 31, 15

0.00%

Placemark Investments, Inc.

53.08K

Dec 31, 14

+7.33K

0.05%

CONCORD ASSET MANAGEMENT LLC

4.00K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.27K

Dec 31, 14

0.00%

UBS AG

403.88K

Sep 30, 14

+93.02K

0.35%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

147.43K

Sep 30, 14

+4.41K

0.13%

STEWARD CAPITAL MANAGEMENT/

9.42K

Sep 30, 14

-15.21K

0.01%

1919 Investment Counsel, LLC

162

Sep 30, 14

-240

0.00%

Tradeworx Inc.

Sep 30, 14

-2.15K

WILMINGTON TRUST CO

215.10K

Jun 30, 14

+245

0.18%

Wilmington Trust, National Association

171.45K

Jun 30, 14

-15.88K

0.15%

KMS FINANCIAL SERVICES, INC

19.36K

Jun 30, 14

-22.42K

0.02%

Wilmington Funds Management Corp

3.10K

Jun 30, 14

+3.10K

0.00%

Long Wharf Investors, Inc.

2.77K

Jun 30, 14

-1.77K

0.00%

Jane Street Holding, LLC

3.33K

Dec 31, 13

+3.33K

0.00%

SIGNET MANAGEMENT USA, LLC

363

Dec 31, 13

+363

0.00%

STIFEL NICOLAUS & CO INC \MO\

13.79K

Sep 30, 13

-22

0.01%

KNIGHT CAPITAL GROUP LLC

10.39K

Jun 30, 13

+6.57K

0.01%

First Allied Securities, Inc.

9.48K

Jun 30, 12

-9.24K

0.01%

CSI CAPITAL MANAGEMENT, INC.

Jun 30, 11

-7.81K

RAYTHEON CO/

3.29M

Dec 31, 10

+3.29M

2.82%

BROWN INVESTMENT ADVISORY & TRUST CO

19.32K

Mar 31, 10

+390

0.02%

ROYAL TRUST CORP OF CANADA/

393.95K

Sep 30, 09

-440

0.34%

RBC Phillips, Hager & North Investment Counsel Inc.

199.31K

Sep 30, 09

+158.74K

0.17%

RBC Private Counsel (USA) Inc.

19.52K

Sep 30, 09

+11.52K

0.02%

RBC Dominion Securities Inc.

2.79K

Dec 31, 08

+2.58K

0.00%

PEOPLES BANCORP INC

65.75K

Sep 30, 07

+3.08K

0.06%

RBC CMA LLC

36.84K

Jun 30, 06

0.03%

YMCA RETIREMENT FUND

471.00K

Dec 31, 04

+44.00K

0.40%