iShares Russell 2000 Value ETF(IWN)

$216.69—Stale · unknown old

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iShares Russell 2000 Value ETF(IWN)

NYSE • Last print unknown ago

$216.69—Stale · unknown old

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IWN(IWN)

IWN

Institutional Ownership

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

6.19M

Jun 30, 26

+62.70K

9.58%

MORGAN STANLEY

4.24M

Jun 30, 26

-121.54K

6.56%

ENVESTNET ASSET MANAGEMENT INC

2.14M

Jun 30, 26

-6.37K

3.31%

TIAA Wealth Investment Management LLC

1.50M

Jun 30, 26

-50.12K

2.32%

D.A. DAVIDSON & CO.

1.28M

Jun 30, 26

+8.00K

1.98%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.22M

Jun 30, 26

+17.98K

1.89%

M&T BANK CORP

1.20M

Jun 30, 26

+165.13K

1.85%

LPL Financial LLC

1.17M

Jun 30, 26

+103.79K

1.81%

PNC FINANCIAL SERVICES GROUP, INC.

1.09M

Jun 30, 26

-9.70K

1.69%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

877.00K

Jun 30, 26

-231.92K

1.36%

WELLS FARGO & COMPANY/MN

866.10K

Jun 30, 26

-10.72K

1.34%

HSBC HOLDINGS PLC

862.74K

Jun 30, 26

+3.73K

1.34%

UBS Group AG

766.60K

Jun 30, 26

-72.74K

1.19%

COMMONWEALTH EQUITY SERVICES, LLC

756.67K

Jun 30, 26

-36.88K

1.17%

GOLDMAN SACHS GROUP INC

696.08K

Jun 30, 26

-31.52K

1.08%

Cassaday & Co Wealth Management LLC

654.44K

Jun 30, 26

+9.65K

1.01%

Betterment LLC

646.89K

Jun 30, 26

-25.63K

1.00%

NORTHERN TRUST CORP

599.86K

Jun 30, 26

-7.84K

0.93%

ROYAL BANK OF CANADA

490.97K

Jun 30, 26

-62.97K

0.76%

BAILARD, INC.

485.65K

Jun 30, 26

+417.93K

0.75%

JPMORGAN CHASE & CO

454.98K

Jun 30, 26

-9.38K

0.70%

RAYMOND JAMES FINANCIAL INC

433.43K

Jun 30, 26

-14.57K

0.67%

Pathstone Holdings, LLC

406.52K

Jun 30, 26

-8.33K

0.63%

Badgley Phelps Wealth Managers, LLC

397.94K

Jun 30, 26

+7.66K

0.62%

Colony Group, LLC

329.02K

Jun 30, 26

-10.16K

0.51%

WELLINGTON MANAGEMENT GROUP LLP

325.49K

Jun 30, 26

+189.11K

0.50%

JONES FINANCIAL COMPANIES LLLP

316.26K

Jun 30, 26

+14.92K

0.49%

COMMERCE BANK

310.51K

Jun 30, 26

-11.13K

0.48%

Bank of New York Mellon Corp

278.10K

Jun 30, 26

-6.01K

0.43%

Cetera Investment Advisers

258.99K

Jun 30, 26

+8.42K

0.40%

MAI Capital Management

257.91K

Jun 30, 26

+324

0.40%

SEI INVESTMENTS CO

251.17K

Jun 30, 26

-6.80K

0.39%

CHOREO, LLC

243.33K

Jun 30, 26

-600

0.38%

WHITTIER TRUST CO

240.33K

Jun 30, 26

+40.88K

0.37%

STEPHENS GROUP ASSET MANAGEMENT, LLC

233.87K

Jun 30, 26

-3.68K

0.36%

AMG National Trust Bank

233.02K

Jun 30, 26

-4.79K

0.36%

Comprehensive Financial Management LLC

230.48K

Jun 30, 26

0.36%

AMERIPRISE FINANCIAL INC

219.52K

Jun 30, 26

-50.80K

0.34%

BROWN ADVISORY INC

206.03K

Jun 30, 26

-6.15K

0.32%

Rockefeller Capital Management L.P.

197.50K

Jun 30, 26

-2.06K

0.31%

Allspring Global Investments Holdings, LLC

188.77K

Jun 30, 26

-398

0.29%

FMR LLC

185.57K

Jun 30, 26

+8.49K

0.29%

FIFTH THIRD BANCORP

177.12K

Jun 30, 26

-4.88K

0.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

176.94K

Jun 30, 26

-34.16K

0.27%

US BANCORP \DE\

175.23K

Jun 30, 26

-489

0.27%

Waldron Private Wealth LLC

162.78K

Jun 30, 26

-3.90K

0.25%

Mariner, LLC

158.34K

Jun 30, 26

-931

0.25%

SRS Capital Advisors, Inc.

155.46K

Jun 30, 26

+41.92K

0.24%

ADVISOR GROUP HOLDINGS, INC.

151.97K

Jun 30, 26

+21.50K

0.24%

BNP PARIBAS ARBITRAGE, SNC

151.23K

Jun 30, 26

+15.15K

0.23%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

150.70K

Jun 30, 26

+131.61K

0.23%

BANK OF MONTREAL /CAN/

147.41K

Jun 30, 26

-6.75K

0.23%

Pure Financial Advisors, LLC

147.06K

Jun 30, 26

-478

0.23%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

141.74K

Jun 30, 26

-91.39K

0.22%

WoodTrust Financial Corp

132.15K

Jun 30, 26

-10.26K

0.20%

JOHNSON INVESTMENT COUNSEL INC

132.01K

Jun 30, 26

-11.24K

0.20%

WHITTIER TRUST CO OF NEVADA INC

131.92K

Jun 30, 26

+21.36K

0.20%

COURIER CAPITAL LLC

130.33K

Jun 30, 26

-24.05K

0.20%

Modera Wealth Management, LLC

130.22K

Jun 30, 26

-464

0.20%

HighTower Advisors, LLC

128.46K

Jun 30, 26

-3.37K

0.20%

Jupiter Topco LLC

125.71K

Jun 30, 26

+125.71K

0.19%

TRUIST FINANCIAL CORP

124.45K

Jun 30, 26

-16.40K

0.19%

AQR CAPITAL MANAGEMENT LLC

121.76K

Jun 30, 26

+12.49K

0.19%

CI Private Wealth, LLC

119.24K

Jun 30, 26

+10.68K

0.18%

CAPTRUST FINANCIAL ADVISORS

117.43K

Jun 30, 26

+6.93K

0.18%

NATIXIS ADVISORS, L.P.

116.25K

Jun 30, 26

-86.52K

0.18%

Powell Investment Advisors, LLC

115.25K

Jun 30, 26

-188

0.18%

BlackRock, Inc.

113.93K

Jun 30, 26

-25.45K

0.18%

FLOW TRADERS U.S. LLC

109.00K

Jun 30, 26

+14.92K

0.17%

Cerity Partners LLC

106.26K

Jun 30, 26

+1.40K

0.16%

Zhang Financial LLC

97.91K

Jun 30, 26

-1.35K

0.15%

VICTORY CAPITAL MANAGEMENT INC

96.00K

Jun 30, 26

+340

0.15%

Elite Financial, Inc.

95.54K

Jun 30, 26

-867

0.15%

ALLIANCEBERNSTEIN L.P.

93.17K

Jun 30, 26

+659

0.14%

NATIONAL BANK OF CANADA /FI/

92.48K

Jun 30, 26

+1.68K

0.14%

Pinnacle Financial Partners, Inc.

92.37K

Jun 30, 26

-128

0.14%

Baird Financial Group, Inc.

90.89K

Jun 30, 26

-691

0.14%

Creative Planning

90.62K

Jun 30, 26

+1.13K

0.14%

Savant Capital, LLC

87.71K

Jun 30, 26

+2.96K

0.14%

FIDUCIARY TRUST CO

87.47K

Jun 30, 26

-838

0.14%

PRINCIPAL FINANCIAL GROUP INC

85.66K

Jun 30, 26

-29.82K

0.13%

Hilltop Partners LLC

83.33K

Jun 30, 26

+83.33K

0.13%

ASPIRIANT, LLC

79.42K

Jun 30, 26

-464

0.12%

Waverly Advisors, LLC

78.71K

Jun 30, 26

-1.04K

0.12%

ARIEL INVESTMENTS, LLC

76.70K

Jun 30, 26

+11.24K

0.12%

Wealthspire Advisors, LLC

76.44K

Jun 30, 26

+492

0.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

75.27K

Jun 30, 26

+10.16K

0.12%

STIFEL FINANCIAL CORP

75.08K

Jun 30, 26

+6.29K

0.12%

Strategic Equity Management

73.14K

Jun 30, 26

+4.58K

0.11%

THOMPSON SIEGEL & WALMSLEY LLC

72.05K

Jun 30, 26

-11.68K

0.11%

SILVERCREST ASSET MANAGEMENT GROUP LLC

71.76K

Jun 30, 26

-19.51K

0.11%

MONETA GROUP INVESTMENT ADVISORS LLC

70.29K

Jun 30, 26

-1.24K

0.11%

Hillcrest Wealth Advisors - NY, LLC

70.05K

Jun 30, 26

-558

0.11%

Jasper Ridge Partners, L.P.

66.63K

Jun 30, 26

-255.05K

0.10%

TIAA TRUST, NATIONAL ASSOCIATION

66.25K

Jun 30, 26

-720

0.10%

Beacon Pointe Advisors, LLC

65.61K

Jun 30, 26

-16.08K

0.10%

Cresset Asset Management, LLC

65.42K

Jun 30, 26

+4.46K

0.10%

STEPHENS INC /AR/

61.53K

Jun 30, 26

+2.36K

0.10%

NewEdge Advisors, LLC

61.28K

Jun 30, 26

+31.48K

0.09%

SONATA CAPITAL GROUP INC

60.48K

Jun 30, 26

-444

0.09%

HARBOR INVESTMENT ADVISORY, LLC

60.12K

Jun 30, 26

+20

0.09%

LBJ Family Wealth Advisors, Ltd.

60.11K

Jun 30, 26

-438

0.09%

Buckingham Strategic Partners

58.24K

Jun 30, 26

+1.83K

0.09%

Leeward Investments, LLC - MA

58.19K

Jun 30, 26

+1.66K

0.09%

FIRST HORIZON CORP

57.92K

Jun 30, 26

-527

0.09%

SHAPIRO CAPITAL MANAGEMENT LLC

57.20K

Jun 30, 26

-5.43K

0.09%

Allworth Financial LP

57.13K

Jun 30, 26

-68.58K

0.09%

KEYBANK NATIONAL ASSOCIATION/OH

56.10K

Jun 30, 26

+1.64K

0.09%

EP Wealth Advisors, LLC

55.27K

Jun 30, 26

-1.08K

0.09%

BLAIR WILLIAM & CO/IL

54.72K

Jun 30, 26

-66

0.08%

FRANKLIN RESOURCES INC

54.33K

Jun 30, 26

-19.50K

0.08%

Corundum Group, Inc.

53.07K

Jun 30, 26

-435

0.08%

Navigation Group, LLC

52.83K

Jun 30, 26

+145

0.08%

Marion Wealth Management

51.51K

Jun 30, 26

-569

0.08%

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

50.50K

Jun 30, 26

0.08%

RTD Financial Advisors, Inc.

49.47K

Jun 30, 26

-3.78K

0.08%

CIBC Bancorp USA Inc.

49.46K

Jun 30, 26

-1.73K

0.08%

HB Wealth Management, LLC

48.96K

Jun 30, 26

+1.79K

0.08%

Kestra Advisory Services, LLC

48.07K

Jun 30, 26

-5.25K

0.07%

Idaho Trust Bank

47.34K

Jun 30, 26

+2.54K

0.07%

Advisors Preferred, LLC

44.95K

Jun 30, 26

+43.16K

0.07%

Sanctuary Advisors, LLC

43.89K

Jun 30, 26

+3.50K

0.07%

PEAPACK GLADSTONE FINANCIAL CORP

43.29K

Jun 30, 26

-309

0.07%

Viewpoint Capital Management LLC

43.19K

Jun 30, 26

-5.06K

0.07%

Baker Avenue Asset Management, LP

42.47K

Jun 30, 26

+1.36K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

41.93K

Jun 30, 26

-284

0.06%

MONEYWISE, INC.

40.12K

Jun 30, 26

+3.97K

0.06%

MACQUARIE MANAGEMENT HOLDINGS, INC.

39.82K

Jun 30, 26

+39.82K

0.06%

CM WEALTH ADVISORS LLC

39.80K

Jun 30, 26

-1.32K

0.06%

One Capital Management, LLC

39.79K

Jun 30, 26

0.06%

NEW SOUTH CAPITAL MANAGEMENT INC

39.41K

Jun 30, 26

+24.10K

0.06%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

39.41K

Jun 30, 26

+24.10K

0.06%

HANCOCK WHITNEY CORP

39.17K

Jun 30, 26

-9

0.06%

Fortis Group Advisors, LLC

39.16K

Jun 30, 26

-17

0.06%

Mirae Asset Global Investments Co., Ltd.

39.10K

Jun 30, 26

-4.30K

0.06%

Summit Financial, LLC

38.65K

Jun 30, 26

+3.86K

0.06%

United Asset Strategies, Inc.

38.52K

Jun 30, 26

-155

0.06%

LWM ADVISORS INC

38.50K

Jun 30, 26

-281

0.06%

OFS Enterprise LLC

37.85K

Jun 30, 26

-459

0.06%

SEGALL BRYANT & HAMILL, LLC

37.19K

Jun 30, 26

+2.04K

0.06%

Integrated Investment Consultants, LLC

35.78K

Jun 30, 26

+2.23K

0.06%

Brookstone Capital Management

35.64K

Jun 30, 26

+4.82K

0.06%

Foundation Wealth Management, LLC

35.38K

Jun 30, 26

-1.59K

0.05%

JANE STREET GROUP, LLC

35.37K

Jun 30, 26

-29.73K

0.05%

MML INVESTORS SERVICES, LLC

35.01K

Jun 30, 26

+6.21K

0.05%

HARBOUR INVESTMENTS, INC.

34.81K

Jun 30, 26

-8

0.05%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

34.48K

Jun 30, 26

-760

0.05%

Independent Family Office, LLC

34.44K

Jun 30, 26

+33

0.05%

Venture Visionary Partners LLC

34.04K

Jun 30, 26

+1.10K

0.05%

Tower Research Capital LLC (TRC)

33.93K

Jun 30, 26

-27.80K

0.05%

TITLEIST ASSET MANAGEMENT, LLC

33.92K

Jun 30, 26

+1.99K

0.05%

FULLER & THALER ASSET MANAGEMENT, INC.

33.01K

Jun 30, 26

-36.90K

0.05%

Aristotle Capital Boston, LLC

32.80K

Jun 30, 26

+5.65K

0.05%

XML Financial, LLC

32.42K

Jun 30, 26

+338

0.05%

Hudson Bay Capital Management LP

31.64K

Jun 30, 26

+3.36K

0.05%

ROYCE & ASSOCIATES LP

30.98K

Jun 30, 26

-6.44K

0.05%

GLENMEDE TRUST CO NA

30.95K

Jun 30, 26

+12

0.05%

TD Waterhouse Canada Inc.

30.80K

Jun 30, 26

-1.45K

0.05%

STEVENS CAPITAL PARTNERS

30.44K

Jun 30, 26

+2.21K

0.05%

INSTRUMENTAL WEALTH, LLC

30.42K

Jun 30, 26

+1.62K

0.05%

Brooklyn FI, LLC

30.07K

Jun 30, 26

-696

0.05%

ASSETMARK, INC

30.03K

Jun 30, 26

+13.10K

0.05%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

30.00K

Jun 30, 26

+30.00K

0.05%

Avantax Planning Partners, Inc.

29.85K

Jun 30, 26

-738

0.05%

Mullaney, Keating & Wright, Inc.

29.48K

Jun 30, 26

-35

0.05%

McLean Asset Management Corp

29.03K

Jun 30, 26

-669

0.04%

PRUDENTIAL FINANCIAL INC

29.02K

Jun 30, 26

-6.79K

0.04%

Adviser Investments LLC

28.90K

Jun 30, 26

-1.18K

0.04%

Financial Synergies Wealth Advisors, Inc.

28.55K

Jun 30, 26

-130

0.04%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

28.55K

Jun 30, 26

-5.91K

0.04%

InvesTrust

28.18K

Jun 30, 26

-23

0.04%

MidFirst Bank

28.05K

Jun 30, 26

-181

0.04%

Boston Partners

28.01K

Jun 30, 26

-9.82K

0.04%

FELL CAPITAL MANAGEMENT /ADV

27.21K

Jun 30, 26

+1.49K

0.04%

OXFORD FINANCIAL GROUP LTD

26.86K

Jun 30, 26

0.04%

Private Advisor Group, LLC

26.59K

Jun 30, 26

+4.99K

0.04%

Cambridge Investment Research Advisors, Inc.

26.50K

Jun 30, 26

+1.68K

0.04%

Equitable Holdings, Inc.

26.39K

Jun 30, 26

-29.10K

0.04%

WESBANCO BANK INC

26.24K

Jun 30, 26

-1.12K

0.04%

TOCQUEVILLE ASSET MANAGEMENT L.P.

25.95K

Jun 30, 26

-330

0.04%

SENTINEL WEALTH MANAGEMENT, INC.

25.95K

Jun 30, 26

-216

0.04%

Noble Family Wealth, LLC

25.62K

Jun 30, 26

-84

0.04%

Whitegate Investment Counselors, Inc.

24.68K

Jun 30, 26

+53

0.04%

BLUELINE ADVISORS LLC

24.31K

Jun 30, 26

+1.54K

0.04%

Strategic Financial Partners, Ltd.

23.82K

Jun 30, 26

+23.82K

0.04%

Global Retirement Partners, LLC

23.66K

Jun 30, 26

+23.66K

0.04%

RPg Family Wealth Advisory, LLC

23.12K

Jun 30, 26

+194

0.04%

Risk Paradigm Group, LLC

23.08K

Jun 30, 26

+196

0.04%

COMPASS CAPITAL MANAGEMENT, INC

22.76K

Jun 30, 26

+22.76K

0.04%

Geneos Wealth Management Inc.

22.64K

Jun 30, 26

+2.23K

0.04%

Arkadios Wealth Advisors

22.62K

Jun 30, 26

-440

0.04%

BOKF, NA

22.53K

Jun 30, 26

-730

0.03%

CITY HOLDING CO

22.45K

Jun 30, 26

+75

0.03%

Parkside Financial Bank & Trust

22.41K

Jun 30, 26

-476

0.03%

Wealthfront Advisers LLC

22.22K

Jun 30, 26

+1.74K

0.03%

Lido Advisors, LLC

21.54K

Jun 30, 26

-3.97K

0.03%

Farther Finance Advisors, LLC

21.48K

Jun 30, 26

+1.20K

0.03%

Bare Financial Services, Inc

21.34K

Jun 30, 26

0.03%

Integrated Wealth Concepts LLC

21.12K

Jun 30, 26

+2.54K

0.03%

NORTHWEST WEALTH MANAGEMENT, LLC

20.68K

Jun 30, 26

0.03%

Sterling Capital Management LLC

20.61K

Jun 30, 26

-12.94K

0.03%

SUMMIT WEALTH GROUP LLC / CO

20.55K

Jun 30, 26

+645

0.03%

BRIDGES INVESTMENT MANAGEMENT INC

20.51K

Jun 30, 26

0.03%

Atlas Brown,Inc.

20.08K

Jun 30, 26

-2

0.03%

BBR PARTNERS, LLC

20.01K

Jun 30, 26

+1.56K

0.03%

Texas Yale Capital Corp.

19.89K

Jun 30, 26

0.03%

Moran Wealth Management, LLC

19.36K

Jun 30, 26

+19.36K

0.03%

Northwest Bancshares, Inc.

19.18K

Jun 30, 26

+19.18K

0.03%

Merit Financial Group, LLC

19.06K

Jun 30, 26

-63

0.03%

Foundation Wealth Management, LLC\PA

18.21K

Jun 30, 26

-156

0.03%

Prosperity Planning, Inc.

17.95K

Jun 30, 26

-476

0.03%

Midwest Professional Planners, LTD.

17.91K

Jun 30, 26

-953

0.03%

Resources Investment Advisors, LLC.

17.87K

Jun 30, 26

+119

0.03%

NewEdge Wealth, LLC

17.80K

Jun 30, 26

+12.10K

0.03%

Sierra Capital LLC

17.74K

Jun 30, 26

0.03%

TOBIAS FINANCIAL ADVISORS, INC.

17.73K

Jun 30, 26

-117

0.03%

CreativeOne Wealth, LLC

17.59K

Jun 30, 26

-570

0.03%

INVESTMENT PARTNERS, LTD.

17.59K

Jun 30, 26

+400

0.03%

AE Wealth Management LLC

17.51K

Jun 30, 26

+2.21K

0.03%

FIRST FOUNDATION ADVISORS

17.25K

Jun 30, 26

+1.52K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.13K

Jun 30, 26

-2.79K

0.03%

D. E. Shaw & Co., Inc.

17.02K

Jun 30, 26

-37.16K

0.03%

GHP Investment Advisors, Inc.

16.95K

Jun 30, 26

+79

0.03%

GTS SECURITIES LLC

16.93K

Jun 30, 26

-38.52K

0.03%

MILLENNIUM MANAGEMENT LLC

16.71K

Jun 30, 26

+10.11K

0.03%

Facet Wealth, Inc.

16.63K

Jun 30, 26

-13.64K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

15.93K

Jun 30, 26

+3.02K

0.02%

TICINO WEALTH

15.92K

Jun 30, 26

+2.33K

0.02%

Midwest Trust Co

15.84K

Jun 30, 26

-566

0.02%

Clearstead Advisors, LLC

15.81K

Jun 30, 26

+962

0.02%

HUNTINGTON NATIONAL BANK

15.75K

Jun 30, 26

-129

0.02%

Finley Financial, LLC

15.54K

Jun 30, 26

0.02%

Visionary Wealth Advisors

15.44K

Jun 30, 26

-1.08K

0.02%

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

15.41K

Jun 30, 26

-424

0.02%

STOCK YARDS BANK & TRUST CO

15.36K

Jun 30, 26

-305

0.02%

Asset Management Group, Inc.

15.28K

Jun 30, 26

-150

0.02%

Kelsey Financial, LLC

15.11K

Jun 30, 26

+399

0.02%

Wealth Architects, LLC

14.89K

Jun 30, 26

0.02%

Alamar Capital Management, LLC

14.65K

Jun 30, 26

+721

0.02%

Quantinno Capital Management LP

14.60K

Jun 30, 26

+3.64K

0.02%

Janney Montgomery Scott LLC

14.53K

Jun 30, 26

+387

0.02%

Klingman & Associates, LLC

14.30K

Jun 30, 26

0.02%

Sequoia Financial Advisors, LLC

14.29K

Jun 30, 26

-39

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

14.17K

Jun 30, 26

+35

0.02%

Roundview Capital LLC

13.73K

Jun 30, 26

0.02%

Brady Martz Wealth Solutions, LLC

13.55K

Jun 30, 26

+39

0.02%

Hardy Reed LLC

13.31K

Jun 30, 26

0.02%

Dorsey & Whitney Trust CO LLC

13.28K

Jun 30, 26

0.02%

GRIMES & COMPANY, INC.

13.24K

Jun 30, 26

+28

0.02%

LMG Wealth Partners, LLC

13.17K

Jun 30, 26

0.02%

WealthPlan Investment Management, LLC

13.07K

Jun 30, 26

+156

0.02%

BHK Investment Advisors, LLC

13.02K

Jun 30, 26

+53

0.02%

Snowden Capital Advisors LLC

12.98K

Jun 30, 26

+1.38K

0.02%

FIRST NATIONAL BANK OF OMAHA

12.89K

Jun 30, 26

-42

0.02%

WASHINGTON TRUST BANK

12.79K

Jun 30, 26

0.02%

Allegheny Financial Group LTD

12.74K

Jun 30, 26

+87

0.02%

REGIONS FINANCIAL CORP

12.71K

Jun 30, 26

+776

0.02%

VANCE WEALTH, INC.

12.67K

Jun 30, 26

-166

0.02%

Tradition Wealth Management, LLC

12.58K

Jun 30, 26

-9

0.02%

OPPENHEIMER & CO INC

12.50K

Jun 30, 26

+6.57K

0.02%

Penobscot Investment Management Company, Inc.

12.35K

Jun 30, 26

-65

0.02%

ATLAS CAPITAL ADVISORS LLC

12.32K

Jun 30, 26

-12

0.02%

J2 Capital Management Inc

12.30K

Jun 30, 26

+3.14K

0.02%

Parallel Advisors, LLC

12.25K

Jun 30, 26

+156

0.02%

Meramec Financial Planners, LLC

12.21K

Jun 30, 26

-1.03K

0.02%

CIBC WORLD MARKET INC.

12.19K

Jun 30, 26

+9.55K

0.02%

Towerpoint Wealth, LLC

12.08K

Jun 30, 26

-129

0.02%

Stratos Wealth Partners, LTD.

12.05K

Jun 30, 26

+2.64K

0.02%

MB, LEVIS & ASSOCIATES, LLC

11.89K

Jun 30, 26

+38

0.02%

FIFTH THIRD SECURITIES, INC.

11.89K

Jun 30, 26

-473

0.02%

FARMERS & MERCHANTS INVESTMENTS INC

11.86K

Jun 30, 26

0.02%

Onyx Bridge Wealth Group LLC

11.74K

Jun 30, 26

+11.74K

0.02%

FAS Wealth Partners, Inc.

11.66K

Jun 30, 26

+59

0.02%

HRT FINANCIAL LP

11.54K

Jun 30, 26

+11.54K

0.02%

Advisory Services Network, LLC

11.47K

Jun 30, 26

-3.94K

0.02%

SAX WEALTH ADVISORS, LLC

11.37K

Jun 30, 26

+8.44K

0.02%

Pointe Capital Management LLC

11.30K

Jun 30, 26

+102

0.02%

Performa Ltd (US), LLC

11.08K

Jun 30, 26

-915

0.02%

SVB WEALTH LLC

11.06K

Jun 30, 26

-2.50K

0.02%

Murphy, Middleton, Hinkle & Parker, Inc.

11.05K

Jun 30, 26

+475

0.02%

Wealth Advisory Solutions, LLC

10.71K

Jun 30, 26

+346

0.02%

Falcon Wealth Planning

10.57K

Jun 30, 26

-83

0.02%

SkyOak Wealth, LLC

10.54K

Jun 30, 26

-1.53K

0.02%

JMG Financial Group, Ltd.

10.48K

Jun 30, 26

-120

0.02%

Addison Capital Co

10.24K

Jun 30, 26

-87

0.02%

Squire Investment Management Company, LLC

10.19K

Jun 30, 26

+37

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

10.18K

Jun 30, 26

+8.27K

0.02%

Atria Investments, Inc

10.15K

Jun 30, 26

+6.77K

0.02%

NWAM LLC

10.13K

Jun 30, 26

+87

0.02%

QUADRANT CAPITAL GROUP LLC

10.06K

Jun 30, 26

0.02%

Atlantic Union Bankshares Corp

10.01K

Jun 30, 26

-14

0.02%

BRYN MAWR TRUST Co

9.99K

Jun 30, 26

-648

0.02%

Vawter Financial, Ltd.

9.93K

Jun 30, 26

-88

0.02%

Envestnet Portfolio Solutions, Inc.

9.93K

Jun 30, 26

+387

0.02%

INTERACTIVE FINANCIAL ADVISORS, INC.

9.91K

Jun 30, 26

-808

0.02%

Legacy Edge Advisors, LLC

9.78K

Jun 30, 26

-81

0.02%

Steward Partners Investment Advisory, LLC

9.76K

Jun 30, 26

-742

0.02%

Vanguard National Trust Co

9.71K

Jun 30, 26

+33

0.02%

FIRST CITIZENS BANK & TRUST CO

9.66K

Jun 30, 26

-753

0.01%

Weinberger Asset Management, Inc

9.64K

Jun 30, 26

-344

0.01%

TORONTO DOMINION BANK

9.61K

Jun 30, 26

-464

0.01%

Eukles Asset Management

9.53K

Jun 30, 26

+1.15K

0.01%

PARK AVENUE SECURITIES LLC

9.48K

Jun 30, 26

+26

0.01%

FIRST MANHATTAN CO. LLC.

9.41K

Jun 30, 26

+365

0.01%

MV CAPITAL MANAGEMENT, INC.

9.34K

Jun 30, 26

+206

0.01%

Ronald Blue Trust, Inc.

9.32K

Jun 30, 26

-1.44K

0.01%

Legacy Bridge, LLC

9.29K

Jun 30, 26

-50

0.01%

Cornerstone Wealth Management, LLC

9.15K

Jun 30, 26

+374

0.01%

Diversify Advisory Services, LLC

9.11K

Jun 30, 26

+9.11K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.11K

Jun 30, 26

+5.45K

0.01%

Fidelis Capital Partners, LLC

9.10K

Jun 30, 26

+279

0.01%

Nest Investments, LLC

9.08K

Jun 30, 26

-16

0.01%

Wealth Dimensions Group, Ltd.

9.08K

Jun 30, 26

-280

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

9.03K

Jun 30, 26

-8

0.01%

CITIGROUP INC

8.97K

Jun 30, 26

-1.48K

0.01%

Atlas Legacy Advisors, LLC

8.90K

Jun 30, 26

+146

0.01%

COZAD ASSET MANAGEMENT INC

8.88K

Jun 30, 26

+285

0.01%

SilverOak Wealth Management LLC

8.86K

Jun 30, 26

-42

0.01%

Graves Light Lenhart Wealth, Inc.

8.80K

Jun 30, 26

-92

0.01%

Relyea Zuckerberg Hanson LLC

8.75K

Jun 30, 26

+233

0.01%

Rehmann Capital Advisory Group

8.66K

Jun 30, 26

+812

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

8.61K

Jun 30, 26

-26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

8.56K

Jun 30, 26

+81

0.01%

IFP Advisors, Inc

8.50K

Jun 30, 26

+2.78K

0.01%

St. Louis Trust Co

8.48K

Jun 30, 26

0.01%

LUTS & GREENLEIGH GROUP, INC

8.47K

Jun 30, 26

-4

0.01%

HBK Sorce Advisory LLC

8.37K

Jun 30, 26

-1.24K

0.01%

Windward Private Wealth Management Inc.

8.29K

Jun 30, 26

-480

0.01%

Jefferies Financial Group Inc.

8.23K

Jun 30, 26

+8.23K

0.01%

626 Financial, LLC

8.15K

Jun 30, 26

+42

0.01%

Stordahl Capital Management, Inc.

8.15K

Jun 30, 26

-101

0.01%

Retirement Planning Group

8.12K

Jun 30, 26

-398

0.01%

IEQ CAPITAL, LLC

7.98K

Jun 30, 26

-27.68K

0.01%

Meridian Wealth Management, LLC

7.86K

Jun 30, 26

+12

0.01%

Altiora Financial Group, LLC

7.83K

Jun 30, 26

0.01%

Argent Trust Co

7.80K

Jun 30, 26

0.01%

Villanova Investment Management Co LLC

7.74K

Jun 30, 26

-2.60K

0.01%

American Financial Advisors, LLC

7.72K

Jun 30, 26

-643

0.01%

Veery Capital, LLC

7.70K

Jun 30, 26

-44

0.01%

Neuberger Berman Group LLC

7.64K

Jun 30, 26

-10.04K

0.01%

LOWE BROCKENBROUGH & CO INC

7.63K

Jun 30, 26

-190

0.01%

Frederick Financial Consultants, LLC

7.63K

Jun 30, 26

-1

0.01%

OpenArc Corporate Advisory, LLC

7.58K

Jun 30, 26

+1.07K

0.01%

Smartleaf Asset Management LLC

7.57K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

7.49K

Jun 30, 26

+216

0.01%

Rothschild Capital Partners, LLC

7.39K

Jun 30, 26

+7.39K

0.01%

SAXON INTERESTS, INC.

7.30K

Jun 30, 26

+2.48K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

7.29K

Jun 30, 26

-11

0.01%

PITTENGER & ANDERSON INC

7.13K

Jun 30, 26

0.01%

PDS Planning, Inc

7.10K

Jun 30, 26

+102

0.01%

Bryn Mawr Capital Management, LLC

7.08K

Jun 30, 26

-381

0.01%

Rodgers & Associates, LTD

7.02K

Jun 30, 26

-359

0.01%

PACES FERRY WEALTH ADVISORS, LLC

6.98K

Jun 30, 26

-114

0.01%

ANCHOR CAPITAL ADVISORS LLC

6.96K

Jun 30, 26

+1.34K

0.01%

Valeo Financial Advisors, LLC

6.94K

Jun 30, 26

+491

0.01%

Cornerstone Wealth Advisors, Inc.

6.91K

Jun 30, 26

-357

0.01%

Heck Capital Advisors, LLC

6.88K

Jun 30, 26

-212

0.01%

Harbour Capital Advisors, LLC

6.75K

Jun 30, 26

-575

0.01%

Greenspring Advisors, LLC

6.72K

Jun 30, 26

-15

0.01%

LOWERY THOMAS, LLC

6.67K

Jun 30, 26

-78

0.01%

Aletheian Wealth Advisors LLC

6.55K

Jun 30, 26

+186

0.01%

HighMark Wealth Management LLC

6.47K

Jun 30, 26

+455

0.01%

Fifth Third Wealth Advisors LLC

6.47K

Jun 30, 26

+109

0.01%

Private Wealth Asset Management, LLC

6.46K

Jun 30, 26

0.01%

LMCG INVESTMENTS, LLC

6.44K

Jun 30, 26

-94

0.01%

Perfromance Wealth Partners, LLC

6.43K

Jun 30, 26

0.01%

EARNEST PARTNERS LLC

6.37K

Jun 30, 26

-548

0.01%

INSIGHT 2811, INC.

6.25K

Jun 30, 26

+11

0.01%

Principal Street Partners, LLC

6.24K

Jun 30, 26

+22

0.01%

VestGen Advisors, LLC

6.18K

Jun 30, 26

+29

0.01%

ALLSTREET CAPITAL ADVISORS LLC

6.13K

Jun 30, 26

+741

0.01%

Evanson Financial, LLC

6.06K

Jun 30, 26

+6.06K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

6.05K

Jun 30, 26

-15

0.01%

Grey Fox Wealth Advisors, LLC

6.01K

Jun 30, 26

-55

0.01%

First Bancorp, Inc /ME/

6.00K

Jun 30, 26

0.01%

Ameritas Advisory Services, LLC

5.97K

Jun 30, 26

+4.24K

0.01%

Gallagher Fiduciary Advisors, LLC

5.90K

Jun 30, 26

+1.26K

0.01%

Disciplined Investments, LLC

5.87K

Jun 30, 26

+16

0.01%

McAdam, LLC

5.84K

Jun 30, 26

-5.44K

0.01%

Crescent Grove Advisors, LLC

5.83K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

5.82K

Jun 30, 26

-621

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

5.78K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.72K

Jun 30, 26

-2.94K

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

5.72K

Jun 30, 26

0.01%

Carnegie Capital Asset Management, LLC

5.70K

Jun 30, 26

+106

0.01%

HARBOR CAPITAL ADVISORS, INC.

5.68K

Jun 30, 26

-2.02K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

5.61K

Jun 30, 26

+528

0.01%

Concurrent Investment Advisors, LLC

5.59K

Jun 30, 26

+3.39K

0.01%

Ashton Thomas Private Wealth, LLC

5.57K

Jun 30, 26

-1.28K

0.01%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

5.51K

Jun 30, 26

-288

0.01%

Sixth Street Partners Management Company, L.P.

5.51K

Jun 30, 26

+5.51K

0.01%

Bright Futures Wealth Management, LLC.

5.50K

Jun 30, 26

+5.50K

0.01%

Affinity Capital Advisors, LLC

5.47K

Jun 30, 26

0.01%

Integrated Advisors Network LLC

5.46K

Jun 30, 26

+48

0.01%

Maxele Advisors, LLC

5.43K

Jun 30, 26

+5.43K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

5.43K

Jun 30, 26

-269

0.01%

Financial Guidance Group, Inc.

5.41K

Jun 30, 26

-830

0.01%

JAMES INVESTMENT RESEARCH INC

5.39K

Jun 30, 26

-470

0.01%

MONEY CONCEPTS CAPITAL CORP

5.37K

Jun 30, 26

-8

0.01%

EQUITABLE TRUST CO

5.37K

Jun 30, 26

+1.18K

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

5.33K

Jun 30, 26

-275

0.01%

BIP Wealth, LLC

5.32K

Jun 30, 26

+1.06K

0.01%

Horizon Investments, LLC

5.32K

Jun 30, 26

-5.36K

0.01%

PARAGON FINANCIAL PARTNERS, INC.

5.30K

Jun 30, 26

+12

0.01%

Clarion Wealth Managment Partners, LLC

5.30K

Jun 30, 26

+15

0.01%

North Star Investment Management Corp.

5.27K

Jun 30, 26

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

5.25K

Jun 30, 26

+5.25K

0.01%

Carbahal Olsen Financial Services Group, LLC

5.24K

Jun 30, 26

-14

0.01%

Johnson Financial Group, Inc.

5.21K

Jun 30, 26

+50

0.01%

CULBERTSON A N & CO INC

5.15K

Jun 30, 26

0.01%

NorthRock Partners, LLC

5.14K

Jun 30, 26

-100

0.01%

CULLEN/FROST BANKERS, INC.

5.13K

Jun 30, 26

0.01%

Bedel Financial Consulting, Inc.

5.12K

Jun 30, 26

-89

0.01%

DAVIDSON TRUST CO

5.10K

Jun 30, 26

+941

0.01%

CI INVESTMENTS INC.

5.06K

Jun 30, 26

0.01%

Wealth Care LLC

5.00K

Jun 30, 26

0.01%

E&G Advisors, LP

5.00K

Jun 30, 26

-201

0.01%

MMA ASSET MANAGEMENT LLC

5.00K

Jun 30, 26

-138

0.01%

BRIGHTON JONES LLC

5.00K

Jun 30, 26

+10

0.01%

Apella Capital, LLC

4.99K

Jun 30, 26

0.01%

Checchi Capital Advisers, LLC

4.97K

Jun 30, 26

-8.26K

0.01%

BECKER CAPITAL MANAGEMENT INC

4.92K

Jun 30, 26

0.01%

Vise Technologies, Inc.

4.92K

Jun 30, 26

+2.52K

0.01%

Galvin, Gaustad & Stein, LLC

4.90K

Jun 30, 26

+528

0.01%

Renasant Bank

4.90K

Jun 30, 26

+213

0.01%

Retirement Investment Advisors, Inc.

4.90K

Jun 30, 26

-36

0.01%

Pensionmark Financial Group, LLC

4.89K

Jun 30, 26

-163

0.01%

Mutual Advisors, LLC

4.89K

Jun 30, 26

-265

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

4.87K

Jun 30, 26

+144

0.01%

VAUGHAN & Co SECURITIES, INC.

4.87K

Jun 30, 26

-49

0.01%

UMB Bank, n.a.

4.86K

Jun 30, 26

-1.33K

0.01%

GABLES CAPITAL MANAGEMENT INC.

4.85K

Jun 30, 26

0.01%

Gotham Asset Management, LLC

4.84K

Jun 30, 26

+400

0.01%

QRG CAPITAL MANAGEMENT, INC.

4.81K

Jun 30, 26

+1.01K

0.01%

ARK & TLK INVESTMENTS, LLC

4.80K

Jun 30, 26

0.01%

Cascade Financial Partners, LLC

4.73K

Jun 30, 26

0.01%

Diversified Investment Strategies, LLC

4.73K

Jun 30, 26

0.01%

Opus Capital Group, LLC

4.69K

Jun 30, 26

0.01%

RF&L WEALTH MANAGEMENT, LLC

4.69K

Jun 30, 26

0.01%

FIRST BUSINESS FINANCIAL SERVICES, INC.

4.60K

Jun 30, 26

0.01%

Guidance Point Advisors, LLC

4.57K

Jun 30, 26

-73

0.01%

MWA Asset Management

4.54K

Jun 30, 26

-154

0.01%

PINNACLE ASSOCIATES LTD

4.53K

Jun 30, 26

-85

0.01%

Naviter Wealth, LLC

4.44K

Jun 30, 26

0.01%

Center for Financial Planning, Inc.

4.42K

Jun 30, 26

+356

0.01%

Firestone Capital Management

4.42K

Jun 30, 26

0.01%

Bricktown Capital, LLC

4.39K

Jun 30, 26

0.01%

DRAVO BAY LLC

4.38K

Jun 30, 26

-16

0.01%

Widmann Financial Services, Inc.

4.33K

Jun 30, 26

0.01%

Auxano Advisors, LLC

4.28K

Jun 30, 26

0.01%

Garde Capital, Inc.

4.28K

Jun 30, 26

-39

0.01%

CHEMUNG CANAL TRUST CO

4.24K

Jun 30, 26

-180

0.01%

BROWN BROTHERS HARRIMAN & CO

4.24K

Jun 30, 26

0.01%

DAYMARK WEALTH PARTNERS, LLC

4.20K

Jun 30, 26

+380

0.01%

National Philanthropic Trust

4.14K

Jun 30, 26

0.01%

Arista Wealth Management, LLC

4.13K

Jun 30, 26

-774

0.01%

Miracle Mile Advisors, LLC

4.11K

Jun 30, 26

+24

0.01%

Chicago Partners Investment Group LLC

4.11K

Jun 30, 26

+86

0.01%

CARDIFF PARK ADVISORS, LLC

4.10K

Jun 30, 26

0.01%

NFP Retirement, Inc.

4.09K

Jun 30, 26

0.01%

TAGStone Capital, Inc.

4.08K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

4.06K

Jun 30, 26

+16

0.01%

Connecticut Wealth Management, LLC

4.02K

Jun 30, 26

+100

0.01%

Aprio Wealth Management, LLC

4.02K

Jun 30, 26

+34

0.01%

Tillman Hartley LLC

3.98K

Jun 30, 26

0.01%

Plum Street Advisors, LLC

3.94K

Jun 30, 26

+57

0.01%

Cornerstone Wealth Group, LLC

3.92K

Jun 30, 26

0.01%

Blake Schutter Theil Wealth Advisors, LLC

3.92K

Jun 30, 26

-258

0.01%

Stegner Investment Associates Inc.

3.90K

Jun 30, 26

-14

0.01%

Kaufman Rossin Wealth, LLC

3.89K

Jun 30, 26

+78

0.01%

ZRC WEALTH MANAGEMENT, LLC

3.89K

Jun 30, 26

0.01%

Western Wealth Management, LLC

3.88K

Jun 30, 26

+38

0.01%

DWR WEALTH MANAGEMENT, LLC

3.87K

Jun 30, 26

-83

0.01%

TRUST CO OF VERMONT

3.87K

Jun 30, 26

+3.87K

0.01%

Gladstone Institutional Advisory LLC

3.86K

Jun 30, 26

+100

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

3.85K

Jun 30, 26

0.01%

Bishop & Co Investment Management, LLC

3.82K

Jun 30, 26

-1.30K

0.01%

Russell Investments Group, Ltd.

3.79K

Jun 30, 26

-16

0.01%

Perigon Wealth Management, LLC

3.79K

Jun 30, 26

-5

0.01%

Eagle Strategies LLC

3.78K

Jun 30, 26

+113

0.01%

BROWN WEALTH MANAGEMENT, LLC

3.75K

Jun 30, 26

-112

0.01%

WELCH & FORBES LLC

3.74K

Jun 30, 26

+67

0.01%

Foster Group, Inc.

3.74K

Jun 30, 26

-85

0.01%

Ascent Group, LLC

3.70K

Jun 30, 26

+240

0.01%

Prospera Financial Services Inc

3.67K

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

3.64K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

3.63K

Jun 30, 26

-148

0.01%

Palisades Hudson Asset Management, L.P.

3.62K

Jun 30, 26

0.01%

KLINGENSTEIN FIELDS & CO LP

3.58K

Jun 30, 26

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.58K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

3.55K

Jun 30, 26

-1.01K

0.01%

Chicago Capital, LLC

3.51K

Jun 30, 26

0.01%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

3.51K

Jun 30, 26

+13

0.01%

NICOLET BANKSHARES INC

3.48K

Jun 30, 26

-276

0.01%

Magnus Financial Group LLC

3.48K

Jun 30, 26

-6

0.01%

Diversified Portfolios, Inc.

3.47K

Jun 30, 26

-100

0.01%

Sigma Planning Corp

3.46K

Jun 30, 26

-283

0.01%

Pine Valley Investments Ltd Liability Co

3.44K

Jun 30, 26

+11

0.01%

American Wealth Advisors, LLC

3.40K

Jun 30, 26

-7

0.01%

GAMMA Investing LLC

3.40K

Jun 30, 26

0.01%

JFS WEALTH ADVISORS, LLC

3.38K

Jun 30, 26

+140

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

3.37K

Jun 30, 26

-121

0.01%

Sound View Wealth Advisors Group, LLC

3.35K

Jun 30, 26

0.01%

Capital Group Private Client Services, Inc.

3.34K

Jun 30, 26

0.01%

Krilogy Financial LLC

3.34K

Jun 30, 26

-133

0.01%

Curtis Advisory Group, LLC

3.32K

Jun 30, 26

-231

0.01%

Intrepid Financial Planning Group LLC

3.30K

Jun 30, 26

+57

0.01%

Evercore Wealth Management, LLC

3.30K

Jun 30, 26

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

3.28K

Jun 30, 26

0.01%

Yardley Wealth Management LLC

3.27K

Jun 30, 26

0.01%

Atomi Financial Group, Inc.

3.27K

Jun 30, 26

-72

0.01%

McKinley Carter Wealth Services, Inc.

3.26K

Jun 30, 26

-118

0.01%

BARCLAYS PLC

3.26K

Jun 30, 26

-14.05K

0.01%

Hirtle Callaghan & Co LLC

3.25K

Jun 30, 26

-466

0.01%

Ausdal Financial Partners, Inc.

3.25K

Jun 30, 26

+765

0.01%

ALESCO ADVISORS LLC

3.23K

Jun 30, 26

-15

0.00%

Smith Thornton Advisors LLC

3.23K

Jun 30, 26

0.00%

Smithfield Trust Co

3.22K

Jun 30, 26

-255

0.00%

Forum Financial Management, LP

3.21K

Jun 30, 26

+55

0.00%

CFG Wealth Management Services, Inc.

3.19K

Jun 30, 26

0.00%

Capula Management Ltd

3.19K

Jun 30, 26

-1.08K

0.00%

KDK Private Wealth Management, LLC

3.16K

Jun 30, 26

-24

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

3.15K

Jun 30, 26

0.00%

SYSTEMATIC FINANCIAL MANAGEMENT LP

3.13K

Jun 30, 26

-4.46K

0.00%

Haverford Trust Co

3.13K

Jun 30, 26

+20

0.00%

PFG Investments, LLC

3.13K

Jun 30, 26

-19

0.00%

First Western Trust Bank

3.11K

Jun 30, 26

+527

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

3.08K

Jun 30, 26

0.00%

IHT Wealth Management, LLC

3.08K

Jun 30, 26

+1.48K

0.00%

Ullmann Wealth Partners Group, LLC

3.08K

Jun 30, 26

-161

0.00%

Key FInancial Inc

3.06K

Jun 30, 26

0.00%

Kingsview Wealth Management, LLC

3.04K

Jun 30, 26

-1.45K

0.00%

TD PRIVATE CLIENT WEALTH LLC

3.04K

Jun 30, 26

-340

0.00%

Accurate Wealth Management, LLC

3.04K

Jun 30, 26

+3.04K

0.00%

Strategies Wealth Advisors, LLC

3.03K

Jun 30, 26

+11

0.00%

True North Advisors, LLC

3.03K

Jun 30, 26

0.00%

Embree Financial Group

3.03K

Jun 30, 26

0.00%

Sage Capital Management, LLC

3.02K

Jun 30, 26

+11

0.00%

Quantbot Technologies LP

3.00K

Jun 30, 26

0.00%

Riverbend Wealth Management, LLC

3.00K

Jun 30, 26

0.00%

Heritage Wealth Advisors

3.00K

Jun 30, 26

+3.00K

0.00%

Keudell/Morrison Wealth Management

3.00K

Jun 30, 26

0.00%

BENJAMIN EDWARDS INC

3.00K

Jun 30, 26

-22

0.00%

Icon Wealth Advisors, LLC

2.99K

Jun 30, 26

+1.28K

0.00%

CASTLE WEALTH MANAGEMENT LLC

2.99K

Jun 30, 26

0.00%

Caldwell Trust Co

2.99K

Jun 30, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

2.98K

Jun 30, 26

+11

0.00%

Apollon Wealth Management, LLC

2.98K

Jun 30, 26

+14

0.00%

ST GERMAIN D J CO INC

2.98K

Jun 30, 26

0.00%

Broadview Financial Management, LLC

2.93K

Jun 30, 26

-20

0.00%

Vienna Asset Management LLC

2.93K

Jun 30, 26

+2.93K

0.00%

Maltin Wealth Management, Inc.

2.93K

Jun 30, 26

+296

0.00%

MISSION WEALTH MANAGEMENT, LP

2.93K

Jun 30, 26

+454

0.00%

HighPoint Advisor Group LLC

2.91K

Jun 30, 26

-59

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

2.90K

Jun 30, 26

+137

0.00%

Ancora Advisors, LLC

2.90K

Jun 30, 26

-24

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

2.90K

Jun 30, 26

+2.90K

0.00%

Summit Trail Advisors, LLC

2.89K

Jun 30, 26

+301

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

2.88K

Jun 30, 26

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.88K

Jun 30, 26

-92

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

2.86K

Jun 30, 26

-50

0.00%

St. Clair Advisors, LLC

2.86K

Jun 30, 26

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.83K

Jun 30, 26

-70

0.00%

CATALYST FINANCIAL PARTNERS LLC

2.81K

Jun 30, 26

-117

0.00%

SHAKER INVESTMENTS LLC/OH

2.80K

Jun 30, 26

0.00%

Financial Solutions Advisory Group, Inc.

2.75K

Jun 30, 26

0.00%

Creekside Partners

2.75K

Jun 30, 26

0.00%

DAVENPORT & Co LLC

2.74K

Jun 30, 26

-19

0.00%

TCG Advisory Services, LLC

2.73K

Jun 30, 26

+1.63K

0.00%

Procyon Advisors, LLC

2.71K

Jun 30, 26

+215

0.00%

American State Bank (Iowa)

2.71K

Jun 30, 26

-2.84K

0.00%

SCS Capital Management LLC

2.71K

Jun 30, 26

-579

0.00%

MGO ONE SEVEN LLC

2.70K

Jun 30, 26

+250

0.00%

MATHER GROUP, LLC.

2.69K

Jun 30, 26

+602

0.00%

PENNINGTON PARTNERS & CO., LLC

2.68K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.66K

Jun 30, 26

-80

0.00%

Legacy Advisors, LLC

2.65K

Jun 30, 26

0.00%

APPLETON PARTNERS INC/MA

2.65K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

2.65K

Jun 30, 26

+950

0.00%

Berkeley, Inc

2.63K

Jun 30, 26

-17

0.00%

CROBAN

2.61K

Jun 30, 26

+169

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

2.60K

Jun 30, 26

-94

0.00%

Valmark Advisers, Inc.

2.60K

Jun 30, 26

+171

0.00%

Strategic Wealth Advisors LLC

2.59K

Jun 30, 26

-75

0.00%

Spire Wealth Management

2.59K

Jun 30, 26

-54

0.00%

Versant Capital Management, Inc

2.58K

Jun 30, 26

0.00%

Legacy Trust

2.57K

Jun 30, 26

0.00%

Oak Barrel Wealth Advisory LLC

2.57K

Jun 30, 26

+2.57K

0.00%

RED REEF ADVISORS LLC

2.55K

Jun 30, 26

-892

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.55K

Jun 30, 26

+59

0.00%

MYCIO WEALTH PARTNERS, LLC

2.55K

Jun 30, 26

+113

0.00%

Stonebridge Financial Planning Group, LLC

2.52K

Jun 30, 26

+45

0.00%

SAGE FINANCIAL GROUP INC

2.52K

Jun 30, 26

0.00%

Sharp Financial Services, LLC

2.52K

Jun 30, 26

-41

0.00%

BTC Capital Management, Inc.

2.50K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

2.48K

Jun 30, 26

+96

0.00%

Trust Point Inc.

2.47K

Jun 30, 26

0.00%

Paulson Wealth Management Inc.

2.47K

Jun 30, 26

-390

0.00%

NBT BANK N A /NY

2.46K

Jun 30, 26

0.00%

Elm Partners Management LLC

2.45K

Jun 30, 26

+175

0.00%

Savvy Advisors, Inc.

2.45K

Jun 30, 26

-14

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

2.44K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

2.44K

Jun 30, 26

-47.15K

0.00%

Strategic Blueprint, LLC

2.44K

Jun 30, 26

-183

0.00%

Independent Advisor Alliance

2.43K

Jun 30, 26

-7.76K

0.00%

Focus Financial Network, Inc.

2.42K

Jun 30, 26

0.00%

Emergent Wealth Advisors, LLC

2.41K

Jun 30, 26

0.00%

Friday Financial

2.40K

Jun 30, 26

+213

0.00%

VERUS CAPITAL PARTNERS, LLC

2.40K

Jun 30, 26

-382

0.00%

INSIGNEO ADVISORY SERVICES, LLC

2.39K

Jun 30, 26

+753

0.00%

Diversified Trust Co

2.38K

Jun 30, 26

+10

0.00%

Keebeck Wealth Management, LLC

2.38K

Jun 30, 26

0.00%

Gator Capital Management, LLC

2.38K

Jun 30, 26

0.00%

FULTON BANK, N.A.

2.36K

Jun 30, 26

0.00%

INVESTED ADVISORS

2.36K

Jun 30, 26

0.00%

Cornell Pochily Investment Advisors, Inc.

2.36K

Jun 30, 26

0.00%

PRINCIPAL SECURITIES, INC.

2.35K

Jun 30, 26

-63

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

2.34K

Jun 30, 26

0.00%

Sankala Group LLC

2.31K

Jun 30, 26

-60

0.00%

Diversified Enterprises, LLC

2.30K

Jun 30, 26

-12

0.00%

Colonial Trust Co / SC

2.29K

Jun 30, 26

-58

0.00%

Pettinga Financial Advisors, LLC

2.28K

Jun 30, 26

-25

0.00%

CJM Wealth Advisers, Ltd.

2.28K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

2.27K

Jun 30, 26

-139

0.00%

AMERICAN NATIONAL BANK

2.26K

Jun 30, 26

0.00%

CAHILL FINANCIAL ADVISORS INC

2.25K

Jun 30, 26

-1

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.25K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

2.23K

Jun 30, 26

0.00%

IMC-Chicago, LLC

2.22K

Jun 30, 26

+2.22K

0.00%

Freestone Capital Holdings, LLC

2.22K

Jun 30, 26

0.00%

Paragon Capital Management Ltd

2.22K

Jun 30, 26

0.00%

FIDUCIENT ADVISORS LLC

2.22K

Jun 30, 26

0.00%

AMARILLO NATIONAL BANK

2.19K

Jun 30, 26

-6

0.00%

PATTEN & PATTEN INC/TN

2.15K

Jun 30, 26

0.00%

Tassel Capital Management, Inc.

2.15K

Jun 30, 26

0.00%

PW ADVISORS, LLC \ FL

2.15K

Jun 30, 26

0.00%

OLD NATIONAL BANCORP /IN/

2.12K

Jun 30, 26

+145

0.00%

HOWE & RUSLING INC

2.11K

Jun 30, 26

+170

0.00%

Optimist Retirement Group LLC

2.11K

Jun 30, 26

0.00%

Crestwood Advisors Group LLC

2.11K

Jun 30, 26

0.00%

SMITH, MOORE & CO.

2.09K

Jun 30, 26

-130

0.00%

N.E.W. Advisory Services LLC

2.09K

Jun 30, 26

0.00%

BUILDER INVESTMENT GROUP INC /ADV

2.06K

Jun 30, 26

0.00%

J.W. COLE ADVISORS, INC.

2.04K

Jun 30, 26

+2.04K

0.00%

Lutz Financial Services LLC

2.03K

Jun 30, 26

-400

0.00%

COFG Advisors, LLC

2.03K

Jun 30, 26

+2.03K

0.00%

Well Done, LLC

2.03K

Jun 30, 26

0.00%

Allen Investment Management LLC

2.02K

Jun 30, 26

0.00%

BridgePort Financial Solutions, LLC

2.02K

Jun 30, 26

0.00%

Regency Capital Management Inc.\DE

2.00K

Jun 30, 26

0.00%

BAXTER BROS INC

2.00K

Jun 30, 26

-135

0.00%

TWO SIGMA INVESTMENTS, LP

2.00K

Jun 30, 26

-66.97K

0.00%

Investment Advisory Group, LLC

1.99K

Jun 30, 26

-14

0.00%

BCI SECURITIES, INC.

1.99K

Jun 30, 26

0.00%

W ADVISORS, LLC

1.97K

Jun 30, 26

+24

0.00%

Skyline Advisors, Inc.

1.97K

Jun 30, 26

-75

0.00%

Premier Path Wealth Partners, LLC

1.95K

Jun 30, 26

-47

0.00%

McMill Wealth Management

1.95K

Jun 30, 26

0.00%

Aspen Grove Capital, LLC

1.94K

Jun 30, 26

0.00%

Robertson Stephens Wealth Management, LLC

1.91K

Jun 30, 26

0.00%

Fort Point Capital Partners LLC

1.91K

Jun 30, 26

0.00%

Capital Square, LLC

1.91K

Jun 30, 26

-262

0.00%

Next Capital Management LLC

1.90K

Jun 30, 26

0.00%

Rossmore Private Capital

1.90K

Jun 30, 26

0.00%

Navigation Wealth Management, Inc.

1.89K

Jun 30, 26

+15

0.00%

Plante Moran Financial Advisors, LLC

1.89K

Jun 30, 26

0.00%

Global View Capital Management LLC

1.89K

Jun 30, 26

+803

0.00%

CHAPIN DAVIS, INC.

1.86K

Jun 30, 26

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

1.84K

Jun 30, 26

-34

0.00%

AdvisorNet Financial, Inc

1.84K

Jun 30, 26

+103

0.00%

STEPH & CO

1.82K

Jun 30, 26

-83

0.00%

Alvarez & Marsal Private Wealth Partners, LLC

1.82K

Jun 30, 26

0.00%

Edgestream Partners, L.P.

1.81K

Jun 30, 26

+1.81K

0.00%

Peak Asset Management, LLC

1.80K

Jun 30, 26

0.00%

Aurelius Family Office LLC

1.80K

Jun 30, 26

-222

0.00%

Mesirow Financial Investment Management, Inc.

1.80K

Jun 30, 26

+274

0.00%

Investmark Advisory Group LLC

1.79K

Jun 30, 26

+31

0.00%

First Nebraska Trust Co

1.77K

Jun 30, 26

0.00%

MATRIX ASSET ADVISORS INC/NY

1.76K

Jun 30, 26

0.00%

RETIREMENT INCOME SOLUTIONS, INC

1.76K

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

1.76K

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

1.75K

Jun 30, 26

+1.39K

0.00%

StoneX Group Inc.

1.75K

Jun 30, 26

-275

0.00%

Oath Planning, LLC

1.74K

Jun 30, 26

0.00%

Mayflower Financial Advisors, LLC

1.74K

Jun 30, 26

-605

0.00%

WEDBUSH SECURITIES INC

1.73K

Jun 30, 26

-221

0.00%

WEDGEWOOD INVESTORS INC /PA/

1.72K

Jun 30, 26

0.00%

TCI Wealth Advisors, Inc.

1.72K

Jun 30, 26

+489

0.00%

Sunpointe, LLC

1.71K

Jun 30, 26

0.00%

Truepoint, Inc.

1.71K

Jun 30, 26

-413

0.00%

R.H. Investment Group, LLC

1.71K

Jun 30, 26

0.00%

LexAurum Advisors, LLC

1.70K

Jun 30, 26

-11

0.00%

Destination Wealth Management

1.69K

Jun 30, 26

+63

0.00%

Annandale Capital, LLC

1.68K

Jun 30, 26

0.00%

New England Private Wealth Advisors LLC

1.68K

Jun 30, 26

0.00%

BEARING POINT CAPITAL, LLC

1.67K

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

1.67K

Jun 30, 26

0.00%

Advyzon Investment Management, LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Jordan Park Group LLC

1.64K

Jun 30, 26

-1.68K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

1.64K

Jun 30, 26

-48

0.00%

RENAISSANCE TECHNOLOGIES LLC

1.64K

Jun 30, 26

+1.64K

0.00%

DECISION INVESTMENTS, INC

1.63K

Jun 30, 26

0.00%

Three Bridge Wealth Advisors, LLC

1.62K

Jun 30, 26

0.00%

49 WEALTH MANAGEMENT, LLC

1.62K

Jun 30, 26

+1.62K

0.00%

ALONGSIDE, LLC

1.62K

Jun 30, 26

+1.62K

0.00%

J. M. Brown & Associates Inc.

1.61K

Jun 30, 26

+1.61K

0.00%

FINANCIAL MANAGEMENT NETWORK INC

1.60K

Jun 30, 26

-92

0.00%

GREENLEAF TRUST

1.59K

Jun 30, 26

+1.59K

0.00%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

1.59K

Jun 30, 26

+400

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.59K

Jun 30, 26

0.00%

Joel Isaacson & Co., LLC

1.59K

Jun 30, 26

0.00%

Independence Bank of Kentucky

1.58K

Jun 30, 26

0.00%

TCTC Holdings, LLC

1.57K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC / MO

1.57K

Jun 30, 26

0.00%

WEST MICHIGAN ADVISORS, LLC

1.57K

Jun 30, 26

-65

0.00%

DIMENSION CAPITAL MANAGEMENT LLC

1.56K

Jun 30, 26

0.00%

EXCHANGE TRADED CONCEPTS, LLC

1.56K

Jun 30, 26

+1.56K

0.00%

Wright Fund Management, LLC

1.56K

Jun 30, 26

+1.56K

0.00%

Pinnacle Wealth Planning Services, Inc.

1.56K

Jun 30, 26

0.00%

Bison Wealth, LLC

1.55K

Jun 30, 26

+1.55K

0.00%

Capital Analysts, LLC

1.55K

Jun 30, 26

-290

0.00%

Certified Advisory Corp

1.54K

Jun 30, 26

0.00%

Ellis Investment Partners, LLC

1.53K

Jun 30, 26

0.00%

Capital Advantage, Inc.

1.53K

Jun 30, 26

0.00%

Compass Ion Advisors, LLC

1.53K

Jun 30, 26

0.00%

Laurel Wealth Advisors LLC

1.51K

Jun 30, 26

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

1.51K

Jun 30, 26

0.00%

Aufman Associates Inc

1.50K

Jun 30, 26

0.00%

Cladis Investment Advisory, LLC

1.50K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.50K

Jun 30, 26

-375

0.00%

Oakworth Capital, Inc.

1.50K

Jun 30, 26

0.00%

Asset Dedication, LLC

1.49K

Jun 30, 26

-724

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.49K

Jun 30, 26

+1.49K

0.00%

Summit Financial Wealth Advisors, LLC

1.48K

Jun 30, 26

0.00%

FourThought Financial Partners, LLC

1.48K

Jun 30, 26

+46

0.00%

EIGHT 31 FINANCIAL LLC

1.48K

Jun 30, 26

-184

0.00%

ROMANO BROTHERS AND COMPANY

1.48K

Jun 30, 26

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

1.46K

Jun 30, 26

-55

0.00%

Northstar Group, Inc.

1.46K

Jun 30, 26

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

1.45K

Jun 30, 26

-1.07K

0.00%

Meridian Financial Partners LLC

1.45K

Jun 30, 26

-25

0.00%

Arnold Financial Planning LLC

1.44K

Jun 30, 26

+1.44K

0.00%

UNION SAVINGS BANK

1.44K

Jun 30, 26

0.00%

Live Oak Private Wealth LLC

1.44K

Jun 30, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

1.44K

Jun 30, 26

-8

0.00%

Lionshead Wealth Management, LLC

1.43K

Jun 30, 26

0.00%

Clientfirst Wealth Management, LLC

1.43K

Jun 30, 26

0.00%

Clearwave Capital, LLC

1.43K

Jun 30, 26

0.00%

VisionPoint Advisory Group, LLC

1.42K

Jun 30, 26

+1.42K

0.00%

Ellevest, Inc.

1.42K

Jun 30, 26

+1.42K

0.00%

DIVERSIFIED MANAGEMENT INC

1.41K

Jun 30, 26

0.00%

CHATHAM CAPITAL GROUP, INC.

1.41K

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

1.41K

Jun 30, 26

+102

0.00%

Hoxton Planning & Management, LLC

1.40K

Jun 30, 26

0.00%

Smith, Salley & Associates

1.40K

Jun 30, 26

0.00%

Linscomb & Williams, Inc.

1.40K

Jun 30, 26

0.00%

Traveka Wealth, LLC

1.37K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.37K

Jun 30, 26

+25

0.00%

Shepherd Financial Partners LLC

1.36K

Jun 30, 26

0.00%

Centennial Bank/AR/

1.35K

Jun 30, 26

-1.00K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

1.35K

Jun 30, 26

-8

0.00%

Glass Jacobson Investment Advisors llc

1.35K

Jun 30, 26

-200

0.00%

Clark Asset Management, LLC

1.34K

Jun 30, 26

+82

0.00%

RITHOLTZ WEALTH MANAGEMENT

1.34K

Jun 30, 26

-191

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.33K

Jun 30, 26

0.00%

Athena Investment Management

1.32K

Jun 30, 26

0.00%

McNamara Financial Services, Inc.

1.32K

Jun 30, 26

-1

0.00%

KLCM Advisors, Inc.

1.32K

Jun 30, 26

0.00%

Planned Solutions, Inc.

1.30K

Jun 30, 26

0.00%

Summa Corp.

1.30K

Jun 30, 26

+1.30K

0.00%

Cypress Capital Group

1.30K

Jun 30, 26

0.00%

ROOF EIDAM & MAYCOCK/ADV

1.28K

Jun 30, 26

0.00%

Keystone Wealth Services, LLC

1.28K

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

1.26K

Jun 30, 26

-2.13K

0.00%

Cannon Financial Strategists, Inc.

1.26K

Jun 30, 26

0.00%

S.A. Mason LLC

1.26K

Jun 30, 26

0.00%

Partners in Financial Planning

1.26K

Jun 30, 26

0.00%

Oliver Luxxe Assets LLC

1.26K

Jun 30, 26

-76

0.00%

BAYBAN

1.25K

Jun 30, 26

0.00%

ROCKLAND TRUST CO

1.24K

Jun 30, 26

-1

0.00%

1834 INVESTMENT ADVISORS CO

1.24K

Jun 30, 26

-5

0.00%

PROFESSIONAL ADVISORY SERVICES INC

1.23K

Jun 30, 26

0.00%

CCG WEALTH MANAGEMENT, LLC

1.23K

Jun 30, 26

-99

0.00%

RAINIER FAMILY WEALTH INC

1.23K

Jun 30, 26

0.00%

Anchor Investment Management, LLC

1.22K

Jun 30, 26

-18

0.00%

Spears Abacus Advisors LLC

1.22K

Jun 30, 26

-990

0.00%

ROMAN BUTLER FULLERTON & CO

1.21K

Jun 30, 26

+1.21K

0.00%

Highland Investment Advisors LLC

1.21K

Jun 30, 26

+1.21K

0.00%

M.E. ALLISON & CO., INC.

1.20K

Jun 30, 26

0.00%

GWN SECURITIES INC.

1.19K

Jun 30, 26

-6

0.00%

Kelman-Lazarov, Inc.

1.19K

Jun 30, 26

-217

0.00%

CGN Advisors LLC

1.18K

Jun 30, 26

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

1.18K

Jun 30, 26

+1.18K

0.00%

Wealth Enhancement Trust Services, Inc.

1.17K

Jun 30, 26

+206

0.00%

Genesee Capital Advisors, LLC

1.17K

Jun 30, 26

0.00%

CENTRAL TRUST Co

1.17K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

1.16K

Jun 30, 26

+1.16K

0.00%

Black Diamond Financial, LLC

1.16K

Jun 30, 26

+1.16K

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.16K

Jun 30, 26

-102

0.00%

Blankinship & Foster, LLC

1.15K

Jun 30, 26

0.00%

Palisade Asset Management, LLC

1.15K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.14K

Jun 30, 26

-448

0.00%

Avidian Wealth Solutions, LLC

1.13K

Jun 30, 26

-144

0.00%

Alexander Randolph Advisory, Inc.

1.13K

Jun 30, 26

-430

0.00%

Prime Capital Investment Advisors, LLC

1.12K

Jun 30, 26

-187

0.00%

Wealth Alliance

1.12K

Jun 30, 26

+1.12K

0.00%

Cove Private Wealth, LLC

1.11K

Jun 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.10K

Jun 30, 26

+44

0.00%

McClarren Financial Advisors, Inc.

1.10K

Jun 30, 26

0.00%

Fortitude Family Office, LLC

1.10K

Jun 30, 26

0.00%

Cambridge Financial Group, LLC

1.10K

Jun 30, 26

-780

0.00%

V2 Financial group LLC

1.10K

Jun 30, 26

0.00%

HM PAYSON & CO

1.10K

Jun 30, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

1.10K

Jun 30, 26

0.00%

Brinker Capital Investments, LLC

1.10K

Jun 30, 26

-38

0.00%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

1.10K

Jun 30, 26

0.00%

Schneider Downs Wealth Management Advisors, LP

1.09K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

1.09K

Jun 30, 26

-37

0.00%

Verum Partners LLC

1.09K

Jun 30, 26

0.00%

Sovran Advisors, LLC

1.08K

Jun 30, 26

0.00%

Williams Jones Wealth Management, LLC.

1.08K

Jun 30, 26

-87

0.00%

Fortis Capital Advisors, LLC

1.08K

Jun 30, 26

-23

0.00%

Kirkwood Financial Services

1.07K

Jun 30, 26

-106

0.00%

Caprock Group, LLC

1.06K

Jun 30, 26

0.00%

CASTLEARK MANAGEMENT LLC

1.06K

Jun 30, 26

0.00%

Ballentine Partners, LLC

1.06K

Jun 30, 26

-5

0.00%

Range Advisory, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

ROTHSCHILD INVESTMENT LLC

1.04K

Jun 30, 26

0.00%

SAGE RHINO CAPITAL LLC

1.03K

Jun 30, 26

+1.03K

0.00%

Accel Wealth Management

1.03K

Jun 30, 26

+1.03K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.03K

Jun 30, 26

0.00%

NWF Advisory Services Inc.

1.03K

Jun 30, 26

+1.03K

0.00%

HARBOR ADVISORY CORP /MA/

1.02K

Jun 30, 26

+1.02K

0.00%

Sentinus, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

United Advisor Group, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

NorthStar Asset Management LLC /NJ/

1.01K

Jun 30, 26

+1.01K

0.00%

Detalus Advisors, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Forest Hill Capital, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Navis Wealth Advisors, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

WATERS PARKERSON & CO., LLC

1.00K

Jun 30, 26

+1.00K

0.00%

BCS Private Wealth Management, Inc.

1.00K

Jun 30, 26

+1.00K

0.00%

WASHINGTON TRUST Co

1.00K

Jun 30, 26

+1.00K

0.00%

Financial Engines Advisors L.L.C.

995

Jun 30, 26

+995

0.00%

Csenge Advisory Group

985

Jun 30, 26

+985

0.00%

Soltis Investment Advisors LLC

984

Jun 30, 26

+984

0.00%

IPG Investment Advisors LLC

981

Jun 30, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

980

Jun 30, 26

-398

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

972

Jun 30, 26

+972

0.00%

RFG Advisory, LLC

971

Jun 30, 26

+971

0.00%

Cornerstone Planning Group LLC

967

Jun 30, 26

0.00%

Westside Investment Management, Inc.

965

Jun 30, 26

0.00%

Manhattan West Asset Management, LLC

964

Jun 30, 26

+964

0.00%

K2 Financial Inc.

962

Jun 30, 26

-13

0.00%

MANCHESTER FINANCIAL INC

960

Jun 30, 26

+960

0.00%

Capstone Wealth Management, Inc.

960

Jun 30, 26

+960

0.00%

Timonier Family Office, LTD.

952

Jun 30, 26

+952

0.00%

STANSBERRY ASSET MANAGEMENT, LLC

948

Jun 30, 26

+948

0.00%

Clearstead Trust, LLC

946

Jun 30, 26

0.00%

JEPPSON WEALTH MANAGEMENT, LLC

945

Jun 30, 26

+945

0.00%

Rice Partnership, LLC

938

Jun 30, 26

0.00%

Glenview Trust Co

937

Jun 30, 26

+937

0.00%

Marble Harbor Investment Counsel, LLC

935

Jun 30, 26

+935

0.00%

FAYEZ SAROFIM & CO

933

Jun 30, 26

+933

0.00%

Root Financial Partners, LLC

927

Jun 30, 26

-45

0.00%

Washington Trust Advisors, Inc.

925

Jun 30, 26

0.00%

IFG Advisory, LLC

925

Jun 30, 26

+925

0.00%

Sage Mountain Advisors LLC

925

Jun 30, 26

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

913

Jun 30, 26

+913

0.00%

J. L. Bainbridge & Co., Inc.

905

Jun 30, 26

+905

0.00%

High Probability Advisors, LLC

905

Jun 30, 26

+905

0.00%

Addison Advisors LLC

880

Jun 30, 26

0.00%

SouthState Corp

857

Jun 30, 26

+33

0.00%

Cherry Tree Wealth Management, LLC

842

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

823

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

810

Jun 30, 26

0.00%

Walsh & Associates, LLC

794

Jun 30, 26

-100

0.00%

VANGUARD ADVISERS INC

790

Jun 30, 26

-1

0.00%

MOTCO

782

Jun 30, 26

0.00%

J.Safra Asset Management Corp

764

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

758

Jun 30, 26

+211

0.00%

Basepoint Wealth LLC

758

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

754

Jun 30, 26

0.00%

CERTUITY, LLC

728

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

713

Jun 30, 26

+33

0.00%

LRI Investments, LLC

678

Jun 30, 26

0.00%

Grove Bank & Trust

659

Jun 30, 26

0.00%

Navigoe, LLC

658

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

658

Jun 30, 26

0.00%

Dorato Capital Management

656

Jun 30, 26

0.00%

JDM Financial Group LLC

655

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

650

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

647

Jun 30, 26

0.00%

EPG Wealth Management LLC

614

Jun 30, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

605

Jun 30, 26

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

600

Jun 30, 26

0.00%

Coston, McIsaac & Partners

597

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

592

Jun 30, 26

-384

0.00%

Ares Financial Consulting, LLC

579

Jun 30, 26

0.00%

Copia Wealth Management

573

Jun 30, 26

-400

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

559

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

555

Jun 30, 26

+155

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

553

Jun 30, 26

0.00%

SHP Wealth Management

547

Jun 30, 26

+129

0.00%

CNB Bank

539

Jun 30, 26

-7

0.00%

FIRST UNITED BANK & TRUST

527

Jun 30, 26

+77

0.00%

CoreFirst Bank & Trust

525

Jun 30, 26

0.00%

City State Bank

523

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

519

Jun 30, 26

+93

0.00%

Manchester Capital Management LLC

500

Jun 30, 26

-23

0.00%

Downshift Financial, LLC

490

Jun 30, 26

+490

0.00%

Stonehage Fleming Financial Services Holdings Ltd

489

Jun 30, 26

0.00%

3Chopt Investment Partners, LLC

485

Jun 30, 26

0.00%

Windsor Advisory Group, LLC

474

Jun 30, 26

0.00%

Balentine LLC

472

Jun 30, 26

-8

0.00%

Main Street Group, LTD

468

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

456

Jun 30, 26

+456

0.00%

ATWOOD & PALMER INC

439

Jun 30, 26

0.00%

McCarthy Grittinger Financial Group, LLC

417

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

413

Jun 30, 26

0.00%

Key Capital Management, INC

410

Jun 30, 26

0.00%

EASTERN BANK

405

Jun 30, 26

+405

0.00%

SOA Wealth Advisors, LLC.

404

Jun 30, 26

0.00%

Financial Perspectives, Inc

396

Jun 30, 26

0.00%

Marquette Asset Management, LLC

393

Jun 30, 26

0.00%

Glassman Wealth Services

393

Jun 30, 26

+393

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

390

Jun 30, 26

0.00%

Caitlin John, LLC

387

Jun 30, 26

-50

0.00%

Community Bank, N.A.

384

Jun 30, 26

0.00%

AlphaCore Capital LLC

381

Jun 30, 26

+148

0.00%

Seneschal Advisors, LLC

372

Jun 30, 26

-28

0.00%

BOK Financial Private Wealth, Inc.

351

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

349

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

340

Jun 30, 26

0.00%

BALLAST ADVISORS LLC

338

Jun 30, 26

0.00%

Bangor Savings Bank

337

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

329

Jun 30, 26

+329

0.00%

HAZLETT, BURT & WATSON, INC.

313

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

312

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

309

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

308

Jun 30, 26

0.00%

AFT, FORSYTH & COMPANY, INC.

290

Jun 30, 26

-3.50K

0.00%

Integrity Financial Corp /WA

282

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

281

Jun 30, 26

+232

0.00%

EFG International AG

277

Jun 30, 26

0.00%

Rossby Financial, LCC

276

Jun 30, 26

-11

0.00%

Institute for Wealth Management, LLC.

276

Jun 30, 26

+276

0.00%

Roxbury Financial LLC

275

Jun 30, 26

0.00%

Redwood Park Advisors LLC

270

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

270

Jun 30, 26

-120

0.00%

LifeSteps Financial, Inc.

268

Jun 30, 26

+268

0.00%

S&T BANK/PA

261

Jun 30, 26

0.00%

TD Capital Management LLC

248

Jun 30, 26

0.00%

United Community Bank

238

Jun 30, 26

-35

0.00%

WPG Advisers, LLC

237

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

235

Jun 30, 26

0.00%

Biltmore Family Office, LLC

233

Jun 30, 26

0.00%

Archer Investment Corp

231

Jun 30, 26

0.00%

MCF Advisors LLC

228

Jun 30, 26

+65

0.00%

Providence Capital Advisors, LLC

224

Jun 30, 26

+224

0.00%

Murphy & Mullick Capital Management Corp

216

Jun 30, 26

0.00%

Signature Equity Partners, LLC

211

Jun 30, 26

0.00%

Pflug Koory, LLC

205

Jun 30, 26

0.00%

CVA Family Office, LLC

204

Jun 30, 26

0.00%

Insight Inv LLC

200

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

192

Jun 30, 26

0.00%

Evensky & Katz LLC

188

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

185

Jun 30, 26

0.00%

Bogart Wealth, LLC

182

Jun 30, 26

0.00%

NBH Bank

180

Jun 30, 26

+180

0.00%

TOMPKINS FINANCIAL CORP

175

Jun 30, 26

0.00%

Strive Financial Group ,LLC

173

Jun 30, 26

0.00%

BIRCHBROOK, INC.

170

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

165

Jun 30, 26

-6

0.00%

BARRETT & COMPANY, INC.

159

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

157

Jun 30, 26

0.00%

Perkins Coie Trust Co

155

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

151

Jun 30, 26

0.00%

DARA CAPITAL US, INC.

150

Jun 30, 26

-250

0.00%

DT Investment Partners, LLC

150

Jun 30, 26

0.00%

HORIZON BANCORP INC /IN/

145

Jun 30, 26

0.00%

Pacifica Partners Inc.

137

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

137

Jun 30, 26

0.00%

CoreCap Advisors, LLC

131

Jun 30, 26

+43

0.00%

Armor Investment Advisors, LLC

130

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

126

Jun 30, 26

0.00%

Close Asset Management Ltd

120

Jun 30, 26

+120

0.00%

Birchwood Financial Partners, Inc.

116

Jun 30, 26

0.00%

Quent Capital, LLC

112

Jun 30, 26

+26

0.00%

Operose Advisors LLC

108

Jun 30, 26

0.00%

Basecamp Wealth Advisors LLC

107

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

106

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

106

Jun 30, 26

+106

0.00%

Abound Wealth Management

103

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

102

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

101

Jun 30, 26

0.00%

Crews Bank & Trust

100

Jun 30, 26

0.00%

American Capital Advisory, LLC

100

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

100

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

Jun 30, 26

0.00%

Kings Path Partners LLC

Jun 30, 26

0.00%

Provenance Wealth Advisors, LLC

Jun 30, 26

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Jun 30, 26

+80

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

Jun 30, 26

0.00%

Morling Financial Advisors, LLC

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Allied Private Wealth LLC

Jun 30, 26

+72

0.00%

Fairman Group, LLC

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

Jun 30, 26

0.00%

Peachtree Investment Partners, LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Kroeger Financial Partners

Jun 30, 26

+64

0.00%

HALLMARK CAPITAL MANAGEMENT INC

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

0.00%

Vision Retirement, LLC

Jun 30, 26

0.00%

NWK Group, Inc.

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

Jun 30, 26

0.00%

NorthAvenue LLC

Jun 30, 26

0.00%

one8zero8, LLC

Jun 30, 26

0.00%

Park Place Capital Corp

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

-4

0.00%

SIGNATUREFD, LLC

Jun 30, 26

-156

0.00%

Jackson, Grant Investment Advisers, Inc.

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

Jun 30, 26

-15

0.00%

Richardson Capital Management LLC

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

Jun 30, 26

+45

0.00%

RICHARDSON FINANCIAL SERVICES INC.

Jun 30, 26

-45

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

Provident Wealth Management, LLC

Jun 30, 26

+40

0.00%

Twin Lakes Capital Management, LLC

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

+35

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Breakwater Investment Management

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

-194

0.00%

GODSEY & GIBB, INC

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

-1

0.00%

Burk Holdings LLC

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-750

0.00%

Hickory Point Bank & Trust

Jun 30, 26

0.00%

Longview Financial Advisors LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

+20

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+17

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

-8

0.00%

Millstone Evans Group, LLC

Jun 30, 26

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

0.00%

BROADWATER CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+15

0.00%

New Republic Capital, LLC

Jun 30, 26

0.00%

Accent Capital Management, LLC

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

Jun 30, 26

+13

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+10

0.00%

Clean Yield Group

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

Nemes Rush Group LLC

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

Jun 30, 26

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

GGM Financials LLC

Jun 30, 26

-16

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

Ducere Wealth Management LLC

Jun 30, 26

-1.49K

Dakota Wealth Management

Jun 30, 26

-1.25K

SHAKESPEARE WEALTH MANAGEMENT, INC.

Jun 30, 26

-9.91K

Investors Research Corp

Jun 30, 26

-147

Archvest Wealth Advisors, Inc.

Jun 30, 26

-3.16K

Victrix Investment Advisors

Jun 30, 26

-1.09K

Crewe Advisors LLC

Jun 30, 26

-353

MATAURO, LLC

Jun 30, 26

-1.41K

Wedmont Private Capital

Jun 30, 26

-1.23K

Pacific Life Fund Advisors LLC

Jun 30, 26

-428.93K

GK Wealth Management LLC

Jun 30, 26

-3.95K

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-502

PEOPLES FINANCIAL SERVICES CORP.

Jun 30, 26

-136

Destiny Wealth Partners, LLC

Jun 30, 26

-21

VISTA INVESTMENT PARTNERS LLC

Jun 30, 26

-120

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-756

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-100

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-1.53K

Modern Wealth Management, LLC

Jun 30, 26

-8.12K

Ategra Capital Management, LLC

Jun 30, 26

-6.68K

CITADEL ADVISORS LLC

Jun 30, 26

-103.77K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-53

Ameritas Investment Partners, Inc.

Jun 30, 26

-782

William Howard & Co Financial Advisors Inc

Jun 30, 26

-1.08K

Phocas Financial Corp.

Jun 30, 26

-7.65K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-7.60K

WFA of San Diego, LLC

Jun 30, 26

-85

NVWM, LLC

Jun 30, 26

-600

EVOKE WEALTH, LLC

Jun 30, 26

-4.26K

VSM Wealth Advisory, LLC

Jun 30, 26

-9

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-28

Golden State Equity Partners

Jun 30, 26

-21

TD ASSET MANAGEMENT INC

Jun 30, 26

-32.20K

Belvedere Trading LLC

Jun 30, 26

-519

Royal Fund Management, LLC

Jun 30, 26

-39.41K

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

-190

TBH Global Asset Management, LLC

Jun 30, 26

-1.35K

GAMCO INVESTORS, INC. ET AL

Jun 30, 26

-3.37K

VAN DEN BERG MANAGEMENT I, INC

Jun 30, 26

-15

New Age Alpha Advisors, LLC

Jun 30, 26

-3.19K

RHUMBLINE ADVISERS

Jun 30, 26

-1.45K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-14.20K

Sound Income Strategies, LLC

Jun 30, 26

-8

CURIO WEALTH, LLC

Jun 30, 26

-17

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-30

JANUS HENDERSON GROUP PLC

112.92K

Mar 31, 26

-20.19K

0.17%

CWM, LLC

76.06K

Mar 31, 26

+17.88K

0.12%

Mill Creek Capital Advisors, LLC

16.13K

Mar 31, 26

0.02%

EXENCIAL WEALTH ADVISORS, LLC

6.96K

Mar 31, 26

-517

0.01%

Evanson Asset Management, LLC

6.06K

Mar 31, 26

-364

0.01%

CANANDAIGUA NATIONAL CORP

2.90K

Mar 31, 26

+2.90K

0.00%

GM Advisory Group, Inc.

2.12K

Mar 31, 26

0.00%

Leo Wealth, LLC

2.00K

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

1.93K

Mar 31, 26

+31

0.00%

Red Tortoise LLC

791

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

619

Mar 31, 26

+552

0.00%

Bank of Jackson Hole Trust

180

Mar 31, 26

0.00%

Horizons Wealth Management

100

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-5.01K

Canandaigua National Trust Co of Florida

Mar 31, 26

-1.20K

COMERICA BANK

106.95K

Dec 31, 25

+2.86K

0.17%

CIBC Private Wealth Group, LLC

52.47K

Dec 31, 25

-712

0.08%

Oldfather Financial Services, LLC

37.56K

Dec 31, 25

-452

0.06%

VANGUARD GROUP INC

10.43K

Dec 31, 25

+604

0.02%

FineMark National Bank & Trust

5.58K

Dec 31, 25

+1.41K

0.01%

NICOLET ADVISORY SERVICES, LLC

3.15K

Dec 31, 25

+1.45K

0.00%

Cadence Bank

2.75K

Dec 31, 25

-13

0.00%

Clarius Group, LLC

1.85K

Dec 31, 25

0.00%

MERITAGE PORTFOLIO MANAGEMENT

1.24K

Dec 31, 25

-1.52K

0.00%

REDMONT WEALTH ADVISORS LLC

430

Dec 31, 25

0.00%

Covenant Partners, LLC

294

Dec 31, 25

-35.86K

0.00%

Brandywine Global Investment Management, LLC

151

Dec 31, 25

-60.56K

0.00%

Ransom Advisory, Ltd

146

Dec 31, 25

+146

0.00%

Pandora Wealth, Inc.

107

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+22

0.00%

ORG Partners LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-660

Total Wealth Planning, LLC

Dec 31, 25

-9.72K

SYNOVUS FINANCIAL CORP

87.88K

Sep 30, 25

+54

0.14%

FSA Wealth Management LLC

61.07K

Sep 30, 25

+427

0.09%

Glenmede Investment Management, LP

30.37K

Sep 30, 25

-29.71K

0.05%

COUNTRY CLUB BANK /GFN

14.00K

Sep 30, 25

-30

0.02%

Sterling Financial Group, Inc.

8.54K

Sep 30, 25

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

6.85K

Sep 30, 25

0.01%

PINNACLE FINANCIAL PARTNERS INC

5.51K

Sep 30, 25

-8.37K

0.01%

Wealthstream Advisors, Inc.

3.63K

Sep 30, 25

0.01%

Watts Gwilliam & Co., LLC

3.14K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

2.17K

Sep 30, 25

0.00%

MARSHALL FINANCIAL GROUP INC /ADV

1.43K

Sep 30, 25

0.00%

Binnacle Investments Inc

1.06K

Sep 30, 25

-5

0.00%

TEXAS CAPITAL BANCSHARES INC/TX

716

Sep 30, 25

+716

0.00%

Hemington Wealth Management

636

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

190

Sep 30, 25

0.00%

Promus Capital, LLC

139

Sep 30, 25

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-176

Lion Street Advisors, LLC

Sep 30, 25

-2.50K

CHURCHILL MANAGEMENT Corp

74.79K

Jun 30, 25

-411

0.12%

Congress Wealth Management LLC / DE /

60.94K

Jun 30, 25

+21.65K

0.09%

First Horizon Advisors, Inc.

54.45K

Jun 30, 25

-3.55K

0.08%

AVANTAX ADVISORY SERVICES, INC.

40.86K

Jun 30, 25

+12.65K

0.06%

Northeast Financial Consultants Inc

16.11K

Jun 30, 25

0.02%

Atria Wealth Solutions, Inc.

3.39K

Jun 30, 25

-14.15K

0.01%

DHK Financial Advisors, Inc.

2.66K

Jun 30, 25

-1.57K

0.00%

Graypoint LLC

1.78K

Jun 30, 25

0.00%

Bordeaux Wealth Advisors LLC

1.75K

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

615

Jun 30, 25

+615

0.00%

Parkworth Wealth Management, Inc.

498

Jun 30, 25

0.00%

Semmax Financial Advisors Inc.

391

Jun 30, 25

+165

0.00%

Centricity Wealth Management, LLC

300

Jun 30, 25

0.00%

PrairieView Partners, LLC

Jun 30, 25

0.00%

Belmont Capital, LLC

Jun 30, 25

0.00%

Tyler-Stone Wealth Management

Jun 30, 25

-2.36K

Family Firm, Inc.

Jun 30, 25

-8.81K

CAROLINAS WEALTH CONSULTING LLC

54.96K

Mar 31, 25

-3.05K

0.09%

Wolf Group Capital Advisors

14.15K

Mar 31, 25

+14.15K

0.02%

BluePointe Capital Management, LLC

10.04K

Mar 31, 25

+1.38K

0.02%

Sandy Spring Bank

8.49K

Mar 31, 25

-1.09K

0.01%

Keeley-Teton Advisors, LLC

8.28K

Mar 31, 25

+2.90K

0.01%

West Coast Financial LLC

7.27K

Mar 31, 25

0.01%

Sabal Trust CO

4.93K

Mar 31, 25

0.01%

GRAYHAWK INVESTMENT STRATEGIES INC.

3.59K

Mar 31, 25

-1.00K

0.01%

Transform Wealth, LLC

3.39K

Mar 31, 25

-1.17K

0.01%

Delta Financial Group, Inc.

3.01K

Mar 31, 25

0.00%

Bremer Bank National Association

2.02K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

1.43K

Mar 31, 25

0.00%

Orion Portfolio Solutions, LLC

1.24K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

12.88K

Dec 31, 24

+12.88K

0.02%

Zions Bancorporation, N.A.

9.63K

Dec 31, 24

+290

0.01%

Geller Advisors LLC

6.23K

Dec 31, 24

+436

0.01%

Maxwell Wealth Strategies Inc.

2.32K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

2.12K

Dec 31, 24

0.00%

LAKE STREET ADVISORS GROUP, LLC

1.69K

Dec 31, 24

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

1.62K

Dec 31, 24

-36

0.00%

Sugarloaf Wealth Management, LLC

1.42K

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

185

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

Dec 31, 24

0.00%

Edge Capital Group, LLC

Dec 31, 24

-5.73K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-1.00K

Raymond James Financial Services Advisors, Inc.

319.73K

Sep 30, 24

-76.17K

0.49%

RAYMOND JAMES & ASSOCIATES

261.01K

Sep 30, 24

-16.89K

0.40%

LWMG, LLC

32.69K

Sep 30, 24

+3.29K

0.05%

RAYMOND JAMES TRUST N.A.

20.38K

Sep 30, 24

-306

0.03%

CONCENTRIC WEALTH MANAGEMENT, LLC

14.60K

Sep 30, 24

-1.18K

0.02%

Alera Investment Advisors, LLC

9.57K

Sep 30, 24

-25

0.01%

Financial Planning & Information Services, Inc.

8.22K

Sep 30, 24

+357

0.01%

Bridge Advisory, LLC

6.50K

Sep 30, 24

+33

0.01%

CHARTWELL INVESTMENT PARTNERS, LLC

2.84K

Sep 30, 24

-1.51K

0.00%

Halpern Financial, Inc.

2.81K

Sep 30, 24

0.00%

SpiderRock Advisors, LLC

2.71K

Sep 30, 24

0.00%

Platte River Wealth Advisors, LLC

2.58K

Sep 30, 24

0.00%

Argent Financial Group, Inc.

2.58K

Sep 30, 24

+2.58K

0.00%

FinTrust Capital Advisors, LLC

2.38K

Sep 30, 24

0.00%

ETFIDEA, LLC

2.08K

Sep 30, 24

0.00%

TNF LLC

2.01K

Sep 30, 24

+51

0.00%

Axiom Advisory, LLC

1.99K

Sep 30, 24

+17

0.00%

GYL FINANCIAL SYNERGIES, LLC

1.27K

Sep 30, 24

+1.27K

0.00%

BBJS FINANCIAL ADVISORS, LLC

310

Sep 30, 24

0.00%

Planning Capital Management Corp

154

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+36

0.00%

BlackRock Inc.

214.97K

Jun 30, 24

+20.44K

0.33%

BUCKINGHAM STRATEGIC WEALTH, LLC

44.47K

Jun 30, 24

-1.33K

0.07%

Relative Value Partners Group, LLC

3.18K

Jun 30, 24

+3.18K

0.00%

Private Ocean, LLC

295

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

245

Jun 30, 24

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-840

Epic Trust Investment Advisors, LLC

Jun 30, 24

-1.44K

Cetera Advisor Networks LLC

90.74K

Mar 31, 24

-182

0.14%

Strategic Wealth Partners Group LLC

59.68K

Mar 31, 24

-158

0.09%

Crestone Asset Management LLC

59.66K

Mar 31, 24

+2.02K

0.09%

Cetera Advisors LLC

50.81K

Mar 31, 24

+14.46K

0.08%

CREDIT SUISSE AG/

17.45K

Mar 31, 24

-7.60K

0.03%

Cubic Asset Management, LLC

5.14K

Mar 31, 24

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

4.50K

Mar 31, 24

-110

0.01%

Cutler Group LLC / CA

2.50K

Mar 31, 24

+2.50K

0.00%

Coppell Advisory Solutions Corp.

2.15K

Mar 31, 24

+2.15K

0.00%

Ziegler Capital Management, LLC

1.82K

Mar 31, 24

+1.82K

0.00%

NORWOOD FINANCIAL CORP

1.73K

Mar 31, 24

0.00%

Bromfield Sneider Wealth Advisors

811

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

460

Mar 31, 24

+460

0.00%

Retirement Group, LLC

168

Mar 31, 24

0.00%

WADE G W & INC

152.39K

Dec 31, 23

-692

0.24%

StrategIQ Financial Group, LLC

18.75K

Dec 31, 23

-477

0.03%

Bartlett & Co. LLC

16.15K

Dec 31, 23

-288

0.02%

WEALTHSOURCE PARTNERS, LLC

15.55K

Dec 31, 23

+2.34K

0.02%

Regal Wealth Group, Inc.

4.51K

Dec 31, 23

-30

0.01%

Baystate Wealth Management LLC

3.88K

Dec 31, 23

+22

0.01%

Simplicity Solutions, LLC

3.44K

Dec 31, 23

+1.76K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

3.40K

Dec 31, 23

+3.40K

0.01%

DFPG INVESTMENTS, LLC

2.12K

Dec 31, 23

-92

0.00%

LWS Wealth Advisors, Inc.

1.51K

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

193

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

476.80K

Sep 30, 23

+452.49K

0.74%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

125.73K

Sep 30, 23

-15.61K

0.19%

COLONY GROUP LLC

65.29K

Sep 30, 23

+1.84K

0.10%

Windsor Group LTD

26.29K

Sep 30, 23

-8.59K

0.04%

Key Bridge Compliance, LLC

6.82K

Sep 30, 23

+6.82K

0.01%

New Legacy Group, LLC

6.00K

Sep 30, 23

0.01%

APPLETON GROUP, LLC

4.84K

Sep 30, 23

+224

0.01%

ADVISOR PARTNERS II, LLC

4.60K

Sep 30, 23

+4.60K

0.01%

BEDEL FINANCIAL CONSULTING INC

4.32K

Sep 30, 23

+4.32K

0.01%

Icon Wealth Partners, LLC

1.81K

Sep 30, 23

+1.81K

0.00%

Column Capital Advisors, LLC

375

Sep 30, 23

0.00%

KENFARB & CO.

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

Virginia National Bank

Sep 30, 23

-1.48K

Coury Firm Asset Management LLC

Sep 30, 23

-3.85K

TIAA, FSB

2.50M

Jun 30, 23

-224.82K

3.87%

Veritable, L.P.

222.03K

Jun 30, 23

-649

0.34%

HERON FINANCIAL GROUP, LLC

44.53K

Jun 30, 23

-1.33K

0.07%

Intercontinental Wealth Advisors, LLC

8.76K

Jun 30, 23

+382

0.01%

Kistler-Tiffany Companies, LLC

4.63K

Jun 30, 23

+4.20K

0.01%

Financial Architects, Inc

1.65K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

275

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

171

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

102

Jun 30, 23

0.00%

TimeScale Financial, Inc.

Jun 30, 23

+17

0.00%

Kalos Management, Inc.

Jun 30, 23

0.00%

Southern Wealth Management, LLP

22.79K

Mar 31, 23

-8.62K

0.04%

Domani Wealth, LLC

7.37K

Mar 31, 23

-904

0.01%

Parsec Financial Management, Inc.

5.43K

Mar 31, 23

+17

0.01%

Fullen Financial Group

3.79K

Mar 31, 23

+19

0.01%

Baldrige Asset Management LLC

1.16K

Mar 31, 23

0.00%

REFRAME WEALTH, LLC

83.62K

Dec 31, 22

+83.62K

0.13%

Capital Directions Investment Advisors, LLC

83.62K

Dec 31, 22

+83.62K

0.13%

TITLEIST ASSET MANAGEMENT, LTD.

31.37K

Dec 31, 22

+3.02K

0.05%

Sargent Bickham Lagudis LLC

14.38K

Dec 31, 22

+14.37K

0.02%

F3Logic, LLC

4.67K

Dec 31, 22

+459

0.01%

Gallagher Benefit Services, Inc.

4.67K

Dec 31, 22

+4.67K

0.01%

YorkBridge Wealth Partners, LLC

3.50K

Dec 31, 22

0.01%

Robbie L. Kennerson P.A., Inc.

2.92K

Dec 31, 22

+2.92K

0.00%

Personal Capital Advisors Corp

1.73K

Dec 31, 22

+124

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-95

MUFG Americas Holdings Corp

106.11K

Sep 30, 22

-2.22K

0.16%

Round Table Services, LLC

89.32K

Sep 30, 22

-14.21K

0.14%

Karp Capital Management Corp

39.16K

Sep 30, 22

+1.17K

0.06%

American Portfolios Advisors

29.30K

Sep 30, 22

+13.45K

0.05%

Goldstein Munger & Associates

19.66K

Sep 30, 22

-334

0.03%

Lloyd Park, LLC

17.83K

Sep 30, 22

0.03%

EATON VANCE MANAGEMENT

15.46K

Sep 30, 22

+248

0.02%

55I, LLC

15.12K

Sep 30, 22

+5.15K

0.02%

CPWM, LLC

8.83K

Sep 30, 22

+1.76K

0.01%

Morris Capital Advisors, LLC

3.15K

Sep 30, 22

0.00%

FourThought Financial, LLC

2.52K

Sep 30, 22

+173

0.00%

DOWLING & YAHNKE LLC

2.47K

Sep 30, 22

-40

0.00%

Surevest, LLC

1.57K

Sep 30, 22

-16

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.15K

Sep 30, 22

+1.15K

0.00%

Covington Capital Management

632

Sep 30, 22

+347

0.00%

RGT Wealth Advisors, LLC

182

Sep 30, 22

0.00%

American Research & Management Co.

Sep 30, 22

0.00%

Corient Capital Partners, LLC

Sep 30, 22

-38.47K

CADENCE BANK NA

Sep 30, 22

-3.33K

ACG Wealth

Sep 30, 22

-640

Fieldpoint Private Securities, LLC

3.22K

Jun 30, 22

-5

0.00%

Farmer Steven Patrick

2.87K

Jun 30, 22

+2.87K

0.00%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

2.82K

Jun 30, 22

-85

0.00%

Pinnacle Private Wealth, LLC

2.80K

Jun 30, 22

-19

0.00%

BT Wealth Management LLC

2.34K

Jun 30, 22

+2.34K

0.00%

B. Riley Wealth Management, Inc.

1.36K

Jun 30, 22

-120

0.00%

BREWIN DOLPHIN LTD

278

Jun 30, 22

0.00%

Lake Point Wealth Management

115

Jun 30, 22

0.00%

EXANE DERIVATIVES

Jun 30, 22

-660

0.00%

Private Capital Group, LLC

Jun 30, 22

-387

Intersect Capital LLC

Jun 30, 22

-4.60K

Permit Capital Advisors, LLC

943.51K

Mar 31, 22

+943.51K

1.46%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

739.21K

Mar 31, 22

-28.10K

1.14%

People's United Financial, Inc.

54.93K

Mar 31, 22

+7.33K

0.09%

IndexIQ Advisors LLC

27.53K

Mar 31, 22

+24.97K

0.04%

Meristem Family Wealth, LLC

10.13K

Mar 31, 22

-180

0.02%

Winfield Associates, Inc.

4.33K

Mar 31, 22

-3.40K

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

695

Mar 31, 22

-73

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

Mar 31, 22

0.00%

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

Mar 31, 22

-1.69K

Barrett Asset Management, LLC

Mar 31, 22

-210

Cassaday & Co Inc.

124.73K

Dec 31, 21

+10.01K

0.19%

Paradigm Financial Advisors, LLC

68.73K

Dec 31, 21

-6.45K

0.11%

Resource Management, LLC

66.44K

Dec 31, 21

+45

0.10%

Windsor Creek Advisors, LLC

32.70K

Dec 31, 21

-1.75K

0.05%

Country Club Trust Company, n.a.

20.96K

Dec 31, 21

+196

0.03%

Crescent Capital Consulting, LLC

14.12K

Dec 31, 21

-5.40K

0.02%

FIRST MIDWEST BANK TRUST DIVISION

9.54K

Dec 31, 21

+1.74K

0.01%

NEXT Financial Group, Inc

4.87K

Dec 31, 21

+1.62K

0.01%

Mosaic Family Wealth, LLC

4.17K

Dec 31, 21

0.01%

FundX Investment Group, LLC

3.47K

Dec 31, 21

-22.14K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

2.19K

Dec 31, 21

-30

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.43K

Dec 31, 21

-447

0.00%

Altavista Wealth Management, Inc.

1.41K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

385

Dec 31, 21

+314

0.00%

MD Financial Management Inc.

105

Dec 31, 21

+105

0.00%

BBVA USA

118.40K

Sep 30, 21

+3.43K

0.18%

DERBY & COMPANY, INC

99.64K

Sep 30, 21

+2.76K

0.15%

Homrich & Berg

21.28K

Sep 30, 21

-38

0.03%

Cascadia Advisory Services, LLC

19.59K

Sep 30, 21

+1.64K

0.03%

Rinet Co LLC

19.13K

Sep 30, 21

-2.53K

0.03%

MANAGED ACCOUNT SERVICES INC

7.58K

Sep 30, 21

-189

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

7.17K

Sep 30, 21

+144

0.01%

Ameritas Investment Company, LLC

7.01K

Sep 30, 21

+703

0.01%

TIAA Kaspick, LLC

3.54K

Sep 30, 21

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

3.01K

Sep 30, 21

-75

0.00%

LEVEL FOUR FINANCIAL, LLC

2.88K

Sep 30, 21

+50

0.00%

Covenant Multifamily Offices, LLC

1.70K

Sep 30, 21

-51

0.00%

Filbrandt Wealth Management, LLC

900

Sep 30, 21

0.00%

Sonora Investment Management, LLC

303

Sep 30, 21

+116

0.00%

Berman Capital Advisors, LLC

169

Sep 30, 21

0.00%

BADGLEY PHELPS & BELL INC

339.47K

Jun 30, 21

+20.23K

0.53%

AdvicePeriod, LLC

60.40K

Jun 30, 21

-3.06K

0.09%

USCA RIA LLC

19.84K

Jun 30, 21

-15

0.03%

Pinnacle Wealth Advisors

9.78K

Jun 30, 21

+9.78K

0.02%

Nachman Norwood & Parrott, Inc

5.16K

Jun 30, 21

+46

0.01%

BEL AIR INVESTMENT ADVISORS LLC

4.15K

Jun 30, 21

0.01%

Hoover Financial Advisors, Inc.

288

Jun 30, 21

+120

0.00%

PNC Managed Account Solutions, Inc.

Jun 30, 21

+60

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

BBVA USA Bancshares, Inc.

111.06K

Mar 31, 21

-348

0.17%

Rikoon Group, LLC

2.83K

Mar 31, 21

0.00%

TCF National Bank

2.38K

Mar 31, 21

0.00%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

2.14K

Mar 31, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

1.19K

Mar 31, 21

0.00%

Stewardship Financial Advisors, LLC

Mar 31, 21

+20

0.00%

OLD MISSION CAPITAL, LLC

71.80K

Dec 31, 20

+71.80K

0.11%

Reby Advisors, LLC

12.06K

Dec 31, 20

+12.06K

0.02%

Paul John Balson

3.88K

Dec 31, 20

+3.88K

0.01%

Winslow, Evans & Crocker, Inc.

210

Dec 31, 20

+210

0.00%

ETRADE Capital Management LLC

557.31K

Sep 30, 20

-13.07K

0.86%

Independence Advisors, LLC

32.07K

Sep 30, 20

+170

0.05%

First Allied Advisory Services, Inc.

16.98K

Sep 30, 20

-2.67K

0.03%

LifePlan Financial Group, Inc

12.60K

Sep 30, 20

-234

0.02%

Wealthspire Advisors, L.P.

4.56K

Sep 30, 20

-3.27K

0.01%

Confluence Wealth Management LLC

4.55K

Sep 30, 20

+4.55K

0.01%

FCG ADVISORS, LLC

3.69K

Sep 30, 20

+96

0.01%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

2.25K

Sep 30, 20

-100

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-78

0.00%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-3.52K

IBERIABANK CORP

41.59K

Jun 30, 20

-5.38K

0.06%

Private Vista, LLC

16.66K

Jun 30, 20

-3.78K

0.03%

Argent Wealth Management LLC

15.32K

Jun 30, 20

-14.66K

0.02%

Starfire Investment Advisers, Inc.

3.09K

Jun 30, 20

+24

0.00%

TRUEWEALTH LLC

1.34K

Jun 30, 20

+220

0.00%

JOYN Advisors, Inc.

224.62K

Mar 31, 20

-54.60K

0.35%

Fiduciary Trust Co International of Pennsylvania

9.88K

Mar 31, 20

+9.88K

0.02%

Squar Milner Financial Services LLC

1.21K

Mar 31, 20

0.00%

Willingdon Wealth Management

100

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

55.59K

Dec 31, 19

-124

0.09%

Advisor Group, Inc.

55.52K

Dec 31, 19

-618

0.09%

FBL INVESTMENT MANAGEMENT SERVICES INC/IA

21.00K

Dec 31, 19

0.03%

Quadrant Capital Management, LLC

10.08K

Dec 31, 19

-25

0.02%

Beacon Pointe Wealth Advisors, LLC

7.44K

Dec 31, 19

-31

0.01%

Whitnell & Co.

4.15K

Dec 31, 19

0.01%

CIBC BANK USA

2.98K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

332.61K

Sep 30, 19

+10.86K

0.51%

Guidant Wealth Advisors

15.54K

Sep 30, 19

0.02%

BB&T SECURITIES, LLC

8.05K

Sep 30, 19

+654

0.01%

BOSTON ADVISORS LLC

6.52K

Sep 30, 19

0.01%

MADISON INVESTMENT HOLDINGS INC

3.21K

Sep 30, 19

0.00%

MRA Associates USA LLC

2.72K

Sep 30, 19

0.00%

COBIZ WEALTH, LLC

11.21K

Jun 30, 19

-460

0.02%

LODESTAR INVESTMENT COUNSEL LLC/IL

8.91K

Jun 30, 19

+527

0.01%

EAGLE BOSTON INVESTMENT MANAGEMENT INC

7.35K

Jun 30, 19

-2.28K

0.01%

CHEMICAL BANK

5.29K

Jun 30, 19

0.01%

RELIANCE TRUST CO OF DELAWARE

9.34K

Mar 31, 19

-1.73K

0.01%

HL FINANCIAL SERVICES LLC

6.79K

Mar 31, 19

-30

0.01%

WealthTrust Fairport, LLC

1.97K

Mar 31, 19

0.00%

Weatherstone Capital Management

1.77K

Mar 31, 19

-114

0.00%

NEXT Financial Holdings

744

Mar 31, 19

+744

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

12.03K

Dec 31, 18

-1.08K

0.02%

Leonetti & Associates, LLC

2.73K

Dec 31, 18

0.00%

Clarfeld Financial Advisors, LLC

2.06K

Dec 31, 18

+2.06K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

733

Dec 31, 18

+733

0.00%

Piermont Capital Management Inc.

Dec 31, 18

-2.00K

Signature Financial Management, Inc.

Dec 31, 18

-1.63K

Summit Equities Inc

6.04K

Sep 30, 18

0.01%

Mariner Wealth Advisors-Cincinnati, LLC

1.99K

Sep 30, 18

+75

0.00%

WEALTHFRONT CORP

1.75K

Sep 30, 18

+96

0.00%

Vantage Investment Advisors, LLC

1.50K

Sep 30, 18

0.00%

AFAM CAPITAL, INC.

Sep 30, 18

-1.74K

Edge Advisors, LLC

53.11K

Jun 30, 18

+1.96K

0.08%

Delta Dental Plan of Michigan, Inc.

2.80K

Jun 30, 18

0.00%

Huntington Steele LLC

33.81K

Mar 31, 18

-760

0.05%

DENVER INVESTMENT ADVISORS LLC

23.52K

Mar 31, 18

-1.27K

0.04%

FinTrust Investment Advisory Services, LLC

7.59K

Mar 31, 18

-43

0.01%

Blue Granite Capital, LLC

119.00K

Dec 31, 17

+104.51K

0.18%

Hutchin Hill Capital, LP

51.60K

Dec 31, 17

-524

0.08%

GFS Private Wealth, LLC

17.49K

Dec 31, 17

+17.49K

0.03%

IFC Holdings Incorporated/FL

3.07K

Dec 31, 17

+292

0.00%

WealthShield, LLC

281

Dec 31, 17

+281

0.00%

BB&T INVESTMENT SERVICES, INC.

165

Dec 31, 17

+130

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-3.01K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-8.36K

SII INVESTMENTS INC/WI

Dec 31, 17

-1.83K

I.G. INVESTMENT MANAGEMENT, LTD.

7.67K

Sep 30, 17

+7.67K

0.01%

Commonwealth Equity Services, Inc

986.43K

Jun 30, 17

+40.97K

1.53%

Virtu KCG Holdings LLC

14.23K

Jun 30, 17

+11.99K

0.02%

WFG Advisors, LP

10.84K

Jun 30, 17

+2.09K

0.02%

1st Global Advisors, Inc.

3.58K

Jun 30, 17

0.01%

TIAA CREF TRUST CO FSB/MO

4.37M

Mar 31, 17

+70.68K

6.76%

EDGE ASSET MANAGEMENT, INC

17.16K

Mar 31, 17

+459

0.03%

FIRST FINANCIAL EQUITY CORPORATION

10.16K

Mar 31, 17

+10.16K

0.02%

Integrated Wealth Management

2.51K

Mar 31, 17

-34

0.00%

CT Financial Advisors LLC

1.62K

Mar 31, 17

0.00%

LBA Wealth Management, LLC

723

Mar 31, 17

0.00%

Kernodle & Katon Asset Management Group, LLC

390

Mar 31, 17

-111

0.00%

BlackRock Investment Management, LLC

136.75K

Dec 31, 16

+7.21K

0.21%

Braver Wealth Management, LLC

58.27K

Dec 31, 16

-3.28K

0.09%

MSI Financial Services Inc

45.84K

Dec 31, 16

+4.82K

0.07%

KEELEY ASSET MANAGEMENT CORP

30.35K

Dec 31, 16

+30.35K

0.05%

BlackRock Institutional Trust Company, N.A.

18.99K

Dec 31, 16

-2.64K

0.03%

GRAY FINANCIAL GROUP /GA /ADV /ADV

16.29K

Dec 31, 16

0.03%

KANALY TRUST CO

337

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-10.53K

Gerstein Fisher

1.92K

Sep 30, 16

+1.92K

0.00%

SOCIETE GENERALE

82.43K

Jun 30, 16

+82.43K

0.13%

Weyland Capital Management, LLC

14.97K

Jun 30, 16

-77

0.02%

Carnick & Kubik, LLC

3.99K

Mar 31, 16

+227

0.01%

Gupta Wealth Management LLC

2.92K

Mar 31, 16

0.00%

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

200.00K

Dec 31, 15

-90.00K

0.31%

CURIAN CAPITAL LLC

150.54K

Dec 31, 15

-150.65K

0.23%

GW CAPITAL INC

37.10K

Dec 31, 15

+28.99K

0.06%

ATHERTON LANE ADVISERS, LLC

8.32K

Dec 31, 15

-145

0.01%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-4.12K

CITY NATIONAL BANK

2.71K

Sep 30, 15

+2.71K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

2.35K

Sep 30, 15

+2.35K

0.00%

MID CONTINENT CAPITAL LLC/IL

Sep 30, 15

-2.34K

MANAGED ACCOUNT ADVISORS LLC

151.30K

Jun 30, 15

+2.20K

0.23%

FolioMetrix LLC

43.56K

Jun 30, 15

+12.36K

0.07%

BAIRD ROBERT W & CO INC /WI/

54.93K

Mar 31, 15

+3.22K

0.09%

STANCORP INVESTMENT ADVISERS INC

2.04K

Mar 31, 15

-60

0.00%

BOSTON PRIVATE BANK & TRUST CO

750

Mar 31, 15

-150

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

253

Mar 31, 15

0.00%

Mariner Wealth Advisors-NYC, LLC

Mar 31, 15

+33

0.00%

Placemark Investments, Inc.

44.68K

Dec 31, 14

+10.79K

0.07%

NEW ENGLAND SECURITIES CORP /MA/

10.07K

Dec 31, 14

+717

0.02%

CONCORD ASSET MANAGEMENT LLC

4.24K

Dec 31, 14

+4.24K

0.01%

SHAPIRO ROBERT N

700

Dec 31, 14

-765

0.00%

ParenteBeard Wealth Management, LLC

234

Dec 31, 14

-2.02K

0.00%

UBS AG

653.63K

Sep 30, 14

-4.99K

1.01%

Cobble Hill Financial Services, INC

31.50K

Sep 30, 14

-1.00K

0.05%

MUNDER CAPITAL MANAGEMENT

13.02K

Sep 30, 14

+10.61K

0.02%

SEI TRUST CO

1.49K

Sep 30, 14

+1.49K

0.00%

1919 Investment Counsel, LLC

448

Sep 30, 14

+177

0.00%

COMMUNITY BANK SYSTEM, INC.

288

Sep 30, 14

-282

0.00%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

255

Sep 30, 14

0.00%

STEWARD CAPITAL MANAGEMENT/

Sep 30, 14

-2.27K

Stifel Trust Company, N.A.

Sep 30, 14

-575

WILMINGTON TRUST CO

274.83K

Jun 30, 14

+41.74K

0.43%

Wilmington Trust, National Association

117.10K

Jun 30, 14

+11.84K

0.18%

KMS FINANCIAL SERVICES, INC

2.88K

Jun 30, 14

-11.27K

0.00%

Wilmington Trust Investment Management, LLC

2.21K

Jun 30, 14

0.00%

Strategic Capital Group LLC

Jun 30, 14

-153

RIVERSVILLE CAPITAL, INC.

22.21K

Mar 31, 14

0.03%

SIGNET MANAGEMENT USA, LLC

606

Dec 31, 13

+606

0.00%

STIFEL NICOLAUS & CO INC \MO\

53.91K

Sep 30, 13

-97.73K

0.08%

Signator Financial Services, Inc.

8.08K

Sep 30, 13

-5

0.01%

KNIGHT CAPITAL GROUP LLC

31.81K

Jun 30, 13

+17.12K

0.05%

JAM Partners, LP

4.32K

Dec 31, 12

+4.32K

0.01%

Westwood Advisors, L.L.C.

3.82K

Sep 30, 12

-11.88K

0.01%

First Allied Securities, Inc.

8.14K

Jun 30, 12

+473

0.01%

CSI CAPITAL MANAGEMENT, INC.

Jun 30, 11

-3.80K

RAYTHEON CO/

799.51K

Dec 31, 10

+799.51K

1.24%

BROWN INVESTMENT ADVISORY & TRUST CO

22.07K

Mar 31, 10

-11.28K

0.03%

RBC Phillips, Hager & North Investment Counsel Inc.

5.01K

Sep 30, 09

-1.27K

0.01%

ROYAL TRUST CORP OF CANADA/

565

Sep 30, 09

+260

0.00%

RBC TRUSTEES (Jersey) LTD

Sep 30, 09

-97

RBC Dominion Securities Inc.

710

Dec 31, 08

-14.38K

0.00%

AMERITAS LIFE INSURANCE CORP

4.55K

Jun 30, 07

0.01%

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

144.90K

Dec 31, 04

+11.10K

0.22%