IWR
NYSEARCAAfter HoursiShares Russell Mid-Cap ETF
$96.42
+$0.28 (+0.29%)
As of 11:41 PM
Open
$96.91
High
$97.31
Low
$96.19
Prev Close
$96.14
52W High
$99.12
52W Low
$73.17
Volume
2.43M
Mkt Cap
$45.30B
iShares Russell Mid-Cap ETF
| Holder | Shares | Date Reported | Change | % Held |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 75.34M | Sep 30, 2025 | +5.63M | - |
| BANK OF AMERICA CORP /DE/ | 62.43M | Sep 30, 2025 | +1.61M | - |
| WELLS FARGO & COMPANY/MN | 40.25M | Sep 30, 2025 | +1.06M | - |
| US BANCORP \DE\ | 13.64M | Sep 30, 2025 | -278,823 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | 12.75M | Sep 30, 2025 | -150,373 | - |
| MORGAN STANLEY | 10.34M | Sep 30, 2025 | -290,164 | - |
| Bank of New York Mellon Corp | 10.02M | Sep 30, 2025 | +123.12K | - |
| NORTHERN TRUST CORP | 9.80M | Sep 30, 2025 | +134.97K | - |
| Baird Financial Group, Inc. | 8.46M | Sep 30, 2025 | +243.38K | - |
| ROYAL BANK OF CANADA | 7.01M | Sep 30, 2025 | +813.96K | - |
| JPMORGAN CHASE & CO | 6.62M | Sep 30, 2025 | +47.84K | - |
| UBS Group AG | 6.02M | Sep 30, 2025 | +632.16K | - |
| TRUIST FINANCIAL CORP | 4.19M | Sep 30, 2025 | +239.49K | - |
| FMR LLC | 4.05M | Sep 30, 2025 | -17,080 | - |
| ENVESTNET ASSET MANAGEMENT INC | 4.04M | Sep 30, 2025 | -14,697 | - |
| AMG National Trust Bank | 3.80M | Sep 30, 2025 | +1.51K | - |
| TIAA TRUST, NATIONAL ASSOCIATION | 3.34M | Sep 30, 2025 | -231,701 | - |
| LPL Financial LLC | 3.21M | Sep 30, 2025 | +157.22K | - |
| AMERIPRISE FINANCIAL INC | 3.15M | Sep 30, 2025 | -386,330 | - |
| CIBC Private Wealth Group, LLC | 2.96M | Sep 30, 2025 | +15.29K | - |
| RAYMOND JAMES FINANCIAL INC | 2.79M | Sep 30, 2025 | +80.92K | - |
| JOHNSON INVESTMENT COUNSEL INC | 2.67M | Sep 30, 2025 | +56.44K | - |
| Cetera Investment Advisers | 2.18M | Sep 30, 2025 | +1.04M | - |
| FIFTH THIRD BANCORP | 2.06M | Sep 30, 2025 | -32,019 | - |
| GOLDMAN SACHS GROUP INC | 2.00M | Sep 30, 2025 | -616,797 | - |
| Pathstone Holdings, LLC | 1.97M | Sep 30, 2025 | -10,676 | - |
| Mariner, LLC | 1.73M | Sep 30, 2025 | -2,245 | - |
| NATIXIS ADVISORS, L.P. | 1.68M | Sep 30, 2025 | +48.91K | - |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.58M | Sep 30, 2025 | -64,255 | - |
| COMMERCE BANK | 1.50M | Sep 30, 2025 | -32,695 | - |
| BANK OF MONTREAL /CAN/ | 1.41M | Sep 30, 2025 | +52.94K | - |
| Glenview Trust Co | 1.29M | Sep 30, 2025 | +4.04K | - |
| Oakworth Capital, Inc. | 1.16M | Sep 30, 2025 | +12.78K | - |
| SYNOVUS FINANCIAL CORP | 1.12M | Sep 30, 2025 | +17.09K | - |
| First Western Trust Bank | 1.09M | Sep 30, 2025 | -66,015 | - |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07M | Sep 30, 2025 | -3,733 | - |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.04M | Sep 30, 2025 | +72.77K | - |
| Janney Montgomery Scott LLC | 1.03M | Sep 30, 2025 | -7,885 | - |
| GERMAN AMERICAN BANCORP, INC. | 964.15K | Sep 30, 2025 | +25.19K | - |
| WASHINGTON TRUST Co | 928.29K | Sep 30, 2025 | +278 | - |
| Creative Planning | 928.12K | Sep 30, 2025 | -2,299 | - |
| Lido Advisors, LLC | 918.94K | Sep 30, 2025 | -6,808 | - |
| UMB Bank, n.a. | 906.76K | Sep 30, 2025 | +24.68K | - |
| JMG Financial Group, Ltd. | 889.12K | Sep 30, 2025 | -19,136 | - |
| Atlantic Union Bankshares Corp | 877.53K | Sep 30, 2025 | +72.26K | - |
| ALBION FINANCIAL GROUP /UT | 874.12K | Sep 30, 2025 | +2.46K | - |
| Cerity Partners LLC | 852.31K | Sep 30, 2025 | +22.50K | - |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 826.75K | Sep 30, 2025 | -1,756 | - |
| BNP PARIBAS ARBITRAGE, SNC | 813.44K | Sep 30, 2025 | +48.81K | - |
| Clearstead Advisors, LLC | 768.38K | Sep 30, 2025 | +3.27K | - |
| FACTORY MUTUAL INSURANCE CO | 758.70K | Sep 30, 2025 | -220,000 | - |
| ADVISOR GROUP HOLDINGS, INC. | 757.24K | Sep 30, 2025 | +152.38K | - |
| International City Management Association Retirement Corp | 702.07K | Sep 30, 2025 | - | - |
| Catalyst Capital Advisors LLC | 685.14K | Sep 30, 2025 | -47,618 | - |
| Millburn Ridgefield Corp | 685.14K | Sep 30, 2025 | -47,618 | - |
| Rockefeller Capital Management L.P. | 678.41K | Sep 30, 2025 | -4,151 | - |
| Badgley Phelps Wealth Managers, LLC | 661.29K | Sep 30, 2025 | +7.02K | - |
| Citizens Business Bank | 651.58K | Sep 30, 2025 | +6.46K | - |
| FRANKLIN RESOURCES INC | 647.19K | Sep 30, 2025 | -3,775 | - |
| COMERICA BANK | 556.93K | Sep 30, 2025 | +12.03K | - |
| Mesirow Financial Investment Management, Inc. | 547.96K | Sep 30, 2025 | +597 | - |
| NorthRock Partners, LLC | 533.49K | Sep 30, 2025 | +495.28K | - |
| HighTower Advisors, LLC | 522.20K | Sep 30, 2025 | +618 | - |
| STOCK YARDS BANK & TRUST CO | 510.51K | Sep 30, 2025 | +8.78K | - |
| FIRST FOUNDATION ADVISORS | 507.39K | Sep 30, 2025 | +7.68K | - |
| Miracle Mile Advisors, LLC | 506.82K | Sep 30, 2025 | -515,067 | - |
| HUNTINGTON NATIONAL BANK | 491.73K | Sep 30, 2025 | -19,578 | - |
| COUNTRY TRUST BANK | 491.62K | Sep 30, 2025 | -3,247 | - |
| Steward Partners Investment Advisory, LLC | 485.98K | Sep 30, 2025 | +3.84K | - |
| Cambridge Investment Research Advisors, Inc. | 479.46K | Sep 30, 2025 | +2.16K | - |
| Colony Group, LLC | 469.59K | Sep 30, 2025 | +2.08K | - |
| MAI Capital Management | 432.00K | Sep 30, 2025 | -2,752 | - |
| M&T BANK CORP | 431.21K | Sep 30, 2025 | -20,351 | - |
| Proficio Capital Partners LLC | 426.78K | Sep 30, 2025 | +418.48K | - |
| STEPHENS INC /AR/ | 425.79K | Sep 30, 2025 | +11.99K | - |
| River Wealth Advisors LLC | 411.56K | Sep 30, 2025 | +8.62K | - |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 409.60K | Sep 30, 2025 | +57.67K | - |
| Stegner Investment Associates Inc. | 401.97K | Sep 30, 2025 | +45.33K | - |
| Wealthspire Advisors, LLC | 390.22K | Sep 30, 2025 | +5.82K | - |
| BlackRock, Inc. | 383.00K | Sep 30, 2025 | +86.68K | - |
| Dakota Wealth Management | 375.32K | Sep 30, 2025 | -64,667 | - |
| ALERUS FINANCIAL NA | 374.71K | Sep 30, 2025 | -9,851 | - |
| CI Private Wealth, LLC | 374.68K | Sep 30, 2025 | -47,053 | - |
| CAPTRUST FINANCIAL ADVISORS | 368.58K | Sep 30, 2025 | -8,350 | - |
| Coastline Trust Co | 363.83K | Sep 30, 2025 | +874 | - |
| Gilbert & Cook, Inc. | 362.46K | Sep 30, 2025 | -17,277 | - |
| BRYN MAWR TRUST Co | 336.53K | Sep 30, 2025 | -44,670 | - |
| BROWN ADVISORY INC | 335.40K | Sep 30, 2025 | -4,558 | - |
| Consolidated Investment Group LLC | 323.14K | Sep 30, 2025 | - | - |
| D.A. DAVIDSON & CO. | 318.88K | Sep 30, 2025 | +6.31K | - |
| MERCER GLOBAL ADVISORS INC /ADV | 316.37K | Sep 30, 2025 | +142.47K | - |
| Envestnet Portfolio Solutions, Inc. | 311.50K | Sep 30, 2025 | -10 | - |
| REGIONS FINANCIAL CORP | 301.18K | Sep 30, 2025 | +9.69K | - |
| MML INVESTORS SERVICES, LLC | 299.47K | Sep 30, 2025 | -35,663 | - |
| THRIVENT FINANCIAL FOR LUTHERANS | 292.80K | Sep 30, 2025 | +227.46K | - |
| COLDSTREAM CAPITAL MANAGEMENT INC | 289.77K | Sep 30, 2025 | -2,599 | - |
| AE Wealth Management LLC | 286.79K | Sep 30, 2025 | +35.97K | - |
| STIFEL FINANCIAL CORP | 275.53K | Sep 30, 2025 | +24.47K | - |
| SIGMA INVESTMENT COUNSELORS INC | 270.67K | Sep 30, 2025 | -3,192 | - |
| HANTZ FINANCIAL SERVICES, INC. | 265.51K | Sep 30, 2025 | -2,409 | - |
| Kestra Advisory Services, LLC | 261.85K | Sep 30, 2025 | -28,869 | - |
| XML Financial, LLC | 244.82K | Sep 30, 2025 | -5,694 | - |
| Cresset Asset Management, LLC | 244.71K | Sep 30, 2025 | +26.84K | - |
| DT Investment Partners, LLC | 242.43K | Sep 30, 2025 | +168.84K | - |
| Focus Financial Network, Inc. | 234.00K | Sep 30, 2025 | -4,479 | - |
| Texas Capital Bank Wealth Management Services Inc | 229.61K | Sep 30, 2025 | -25,342 | - |
| CCG WEALTH MANAGEMENT, LLC | 227.50K | Sep 30, 2025 | +6.59K | - |
| Miller Investment Management, LP | 226.02K | Sep 30, 2025 | -899 | - |
| AMARILLO NATIONAL BANK | 222.51K | Sep 30, 2025 | -13,587 | - |
| Legacy Advisors, LLC | 216.91K | Sep 30, 2025 | +196.31K | - |
| Stratos Wealth Partners, LTD. | 213.36K | Sep 30, 2025 | +14.68K | - |
| CWM, LLC | 211.87K | Sep 30, 2025 | +45.00K | - |
| Fifth Third Wealth Advisors LLC | 211.71K | Sep 30, 2025 | +2.92K | - |
| Beacon Pointe Advisors, LLC | 210.68K | Sep 30, 2025 | -8,479 | - |
| NewEdge Advisors, LLC | 207.18K | Sep 30, 2025 | +4.83K | - |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 205.45K | Sep 30, 2025 | -6,046 | - |
| WHITTIER TRUST CO OF NEVADA INC | 202.68K | Sep 30, 2025 | -2,438 | - |
| SONATA CAPITAL GROUP INC | 184.30K | Sep 30, 2025 | -333 | - |
| WHITTIER TRUST CO | 183.63K | Sep 30, 2025 | -1,469 | - |
| PFW Advisors LLC | 182.13K | Sep 30, 2025 | -907 | - |
| Equitable Holdings, Inc. | 181.92K | Sep 30, 2025 | +5.45K | - |
| Waverly Advisors, LLC | 177.05K | Sep 30, 2025 | +4.42K | - |
| Koss-Olinger Consulting, LLC | 175.58K | Sep 30, 2025 | -596 | - |
| Private Advisor Group, LLC | 174.49K | Sep 30, 2025 | -9,841 | - |
| FIRST CITIZENS BANK & TRUST CO | 171.95K | Sep 30, 2025 | +7.56K | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | 171.17K | Sep 30, 2025 | -3,132 | - |
| CULBERTSON A N & CO INC | 169.89K | Sep 30, 2025 | -28 | - |
| ALLIANCEBERNSTEIN L.P. | 167.62K | Sep 30, 2025 | +10.08K | - |
| Avidian Wealth Solutions, LLC | 167.51K | Sep 30, 2025 | -7,948 | - |
| Robertson Stephens Wealth Management, LLC | 167.24K | Sep 30, 2025 | +38.44K | - |
| BRADLEY FOSTER & SARGENT INC/CT | 166.76K | Sep 30, 2025 | +463 | - |
| BANK OF NOVA SCOTIA | 165.39K | Sep 30, 2025 | -8 | - |
| UNIQUE WEALTH, LLC | 165.32K | Sep 30, 2025 | -476 | - |
| PATTON FUND MANAGEMENT, INC. | 164.40K | Sep 30, 2025 | -1,256 | - |
| WOODSTOCK CORP | 163.71K | Sep 30, 2025 | -132 | - |
| BOKF, NA | 163.54K | Sep 30, 2025 | -4,019 | - |
| Bristlecone Advisors, LLC | 163.19K | Sep 30, 2025 | +165 | - |
| Fidelis Capital Partners, LLC | 161.80K | Sep 30, 2025 | +571 | - |
| LJI Wealth Management, LLC | 160.08K | Sep 30, 2025 | -3,990 | - |
| Ashton Thomas Private Wealth, LLC | 158.54K | Sep 30, 2025 | +59.73K | - |
| Callan Family Office, LLC | 157.44K | Sep 30, 2025 | -5,688 | - |
| Fox Financial, Inc | 157.43K | Sep 30, 2025 | -91 | - |
| Ullmann Wealth Partners Group, LLC | 155.87K | Sep 30, 2025 | +18.69K | - |
| VOYA INVESTMENT MANAGEMENT LLC | 152.36K | Sep 30, 2025 | +23.32K | - |
| Bricktown Capital, LLC | 152.26K | Sep 30, 2025 | - | - |
| Verdence Capital Advisors LLC | 150.20K | Sep 30, 2025 | +29.07K | - |
| VestGen Advisors, LLC | 149.69K | Sep 30, 2025 | +8.72K | - |
| BRIDGES INVESTMENT MANAGEMENT INC | 147.16K | Sep 30, 2025 | -655 | - |
| Private Wealth Asset Management, LLC | 140.22K | Sep 30, 2025 | -5,525 | - |
| GGM Financials LLC | 137.70K | Sep 30, 2025 | +5.87K | - |
| BLAIR WILLIAM & CO/IL | 137.22K | Sep 30, 2025 | +193 | - |
| MOODY NATIONAL BANK TRUST DIVISION | 136.20K | Sep 30, 2025 | -505 | - |
| OLD NATIONAL BANCORP /IN/ | 133.87K | Sep 30, 2025 | -2,094 | - |
| Members Advisory Group LLC | 133.49K | Sep 30, 2025 | -28,369 | - |
| WASHINGTON TRUST BANK | 132.88K | Sep 30, 2025 | -1,500 | - |
| MONETA GROUP INVESTMENT ADVISORS LLC | 132.52K | Sep 30, 2025 | +5.65K | - |
| Strategic Financial Partners, Ltd. | 130.99K | Sep 30, 2025 | +32.83K | - |
| Three Bridge Wealth Advisors, LLC | 130.56K | Sep 30, 2025 | +2.15K | - |
| Argent Trust Co | 130.48K | Sep 30, 2025 | -892 | - |
| BAILARD, INC. | 129.88K | Sep 30, 2025 | -1,536 | - |
| STEPH & CO | 129.87K | Sep 30, 2025 | +988 | - |
| Atlas Legacy Advisors, LLC | 128.50K | Sep 30, 2025 | -7,587 | - |
| BESSEMER GROUP INC | 127.63K | Sep 30, 2025 | +51.56K | - |
| Perigon Wealth Management, LLC | 124.41K | Sep 30, 2025 | +18.29K | - |
| Taylor & Morgan Wealth Management, LLC | 117.71K | Sep 30, 2025 | +1.95K | - |
| Ascent Group, LLC | 117.16K | Sep 30, 2025 | +12.37K | - |
| Prime Capital Investment Advisors, LLC | 116.63K | Sep 30, 2025 | +833 | - |
| Valeo Financial Advisors, LLC | 116.23K | Sep 30, 2025 | +31.84K | - |
| Heck Capital Advisors, LLC | 114.60K | Sep 30, 2025 | +82 | - |
| PROFFITT & GOODSON INC | 113.72K | Sep 30, 2025 | -1,567 | - |
| PINNACLE FINANCIAL PARTNERS INC | 111.02K | Sep 30, 2025 | +2.64K | - |
| BRIGHTON JONES LLC | 108.36K | Sep 30, 2025 | +135 | - |
| FIRST HORIZON CORP | 108.04K | Sep 30, 2025 | +108.04K | - |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 104.46K | Sep 30, 2025 | +2.96K | - |
| Stonegate Investment Group, LLC | 103.35K | Sep 30, 2025 | - | - |
| Campion Asset Management | 102.59K | Sep 30, 2025 | -2,767 | - |
| Glenmede Investment Management, LP | 101.83K | Sep 30, 2025 | +14.63K | - |
| FIRST NATIONAL TRUST CO | 100.41K | Sep 30, 2025 | -30,648 | - |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 98.48K | Sep 30, 2025 | -620 | - |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 98.12K | Sep 30, 2025 | +2.26K | - |
| Plan Group Financial, LLC | 98.11K | Sep 30, 2025 | -9,713 | - |
| StoneX Group Inc. | 94.44K | Sep 30, 2025 | -1,607 | - |
| SAWGRASS ASSET MANAGEMENT LLC | 94.36K | Sep 30, 2025 | -136 | - |
| Trust Point Inc. | 94.32K | Sep 30, 2025 | -2,037 | - |
| Goldstone Financial Group, LLC | 93.54K | Sep 30, 2025 | +2.56K | - |
| Full Sail Capital, LLC | 92.22K | Sep 30, 2025 | -3,769 | - |
| Tanglewood Legacy Advisors, LLC | 90.26K | Sep 30, 2025 | +3.44K | - |
| Haverford Trust Co | 88.84K | Sep 30, 2025 | -1,765 | - |
| Hoxton Planning & Management, LLC | 88.27K | Sep 30, 2025 | -3,703 | - |
| SIMON QUICK ADVISORS, LLC | 87.82K | Sep 30, 2025 | -1,293 | - |
| WEST BANCORPORATION INC | 87.58K | Sep 30, 2025 | -10,608 | - |
| NewEdge Wealth, LLC | 87.38K | Sep 30, 2025 | +2.55K | - |
| IEQ CAPITAL, LLC | 86.56K | Sep 30, 2025 | -90 | - |
| Savant Capital, LLC | 85.55K | Sep 30, 2025 | +2.35K | - |
| Independence Bank of Kentucky | 84.74K | Sep 30, 2025 | -1,559 | - |
| PARK AVENUE SECURITIES LLC | 84.67K | Sep 30, 2025 | +5.18K | - |
| FULTON BANK, N.A. | 83.49K | Sep 30, 2025 | +972 | - |
| Adviser Investments LLC | 83.14K | Sep 30, 2025 | +55 | - |
| Twin Tree Management, LP | 80.82K | Sep 30, 2025 | +24.21K | - |
| Diversified Trust Co | 80.38K | Sep 30, 2025 | -4,317 | - |
| Baltimore-Washington Financial Advisors, Inc. | 79.96K | Sep 30, 2025 | -1,825 | - |
| CITIZENS FINANCIAL GROUP INC/RI | 78.48K | Sep 30, 2025 | +7.32K | - |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 78.45K | Sep 30, 2025 | +580 | - |
| Rossmore Private Capital | 78.16K | Sep 30, 2025 | -1,236 | - |
| Summit Wealth Partners, LLC | 77.39K | Sep 30, 2025 | -3,338 | - |
| SALEM INVESTMENT COUNSELORS INC | 75.85K | Sep 30, 2025 | -178 | - |
| Midwest Trust Co | 75.74K | Sep 30, 2025 | +768 | - |
| Bleakley Financial Group, LLC | 75.48K | Sep 30, 2025 | -3,209 | - |
| Schneider Downs Wealth Management Advisors, LP | 75.14K | Sep 30, 2025 | - | - |
| FIFTH THIRD SECURITIES, INC. | 73.77K | Sep 30, 2025 | -536 | - |
| IFC Advisors LLC | 73.71K | Sep 30, 2025 | +1.24K | - |
| BEAM WEALTH ADVISORS, INC. | 72.19K | Sep 30, 2025 | -2,756 | - |
| Sincerus Advisory, LLC | 71.75K | Sep 30, 2025 | +4.53K | - |
| Aptus Capital Advisors, LLC | 71.23K | Sep 30, 2025 | -571 | - |
| CARRET ASSET MANAGEMENT, LLC | 71.21K | Sep 30, 2025 | +429 | - |
| Nadler Financial Group, Inc. | 71.08K | Sep 30, 2025 | -490 | - |
| Modera Wealth Management, LLC | 70.64K | Sep 30, 2025 | +2.25K | - |
| CITY HOLDING CO | 70.14K | Sep 30, 2025 | -4,142 | - |
| Tolleson Wealth Management, Inc. | 69.69K | Sep 30, 2025 | -761 | - |
| FORTE ASSET MANAGEMENT LLC | 69.26K | Sep 30, 2025 | -198 | - |
| Chesapeake Wealth Management | 69.16K | Sep 30, 2025 | +2.04K | - |
| FIRST MERCHANTS CORP | 68.90K | Sep 30, 2025 | -3,680 | - |
| Integrated Advisors Network LLC | 68.40K | Sep 30, 2025 | -2,039 | - |
| Summit Financial, LLC | 68.01K | Sep 30, 2025 | +63.37K | - |
| Westshore Wealth, LLC | 67.27K | Sep 30, 2025 | -2,115 | - |
| Cornerstone Wealth Group, LLC | 67.21K | Sep 30, 2025 | -3,025 | - |
| RMB Capital Management, LLC | 66.65K | Sep 30, 2025 | +1.31K | - |
| Capital Group Private Client Services, Inc. | 66.53K | Sep 30, 2025 | +1.42K | - |
| TABR Capital Management, LLC | 66.39K | Sep 30, 2025 | +66.39K | - |
| Orin Green Financial, LLC | 65.76K | Sep 30, 2025 | -2,046 | - |
| CFM WEALTH PARTNERS LLC | 65.71K | Sep 30, 2025 | -4,020 | - |
| Chicago Partners Investment Group LLC | 64.90K | Sep 30, 2025 | +3.06K | - |
| WESBANCO BANK INC | 64.83K | Sep 30, 2025 | +1.67K | - |
| TRUST CO OF VIRGINIA /VA | 63.65K | Sep 30, 2025 | +2.79K | - |
| CITIGROUP INC | 63.41K | Sep 30, 2025 | -11,519 | - |
| Advisory Services Network, LLC | 63.20K | Sep 30, 2025 | +34.08K | - |
| Resources Investment Advisors, LLC. | 62.89K | Sep 30, 2025 | +426 | - |
| Baron Financial Group, LLC | 62.43K | Sep 30, 2025 | +979 | - |
| Johnson Financial Group, Inc. | 62.08K | Sep 30, 2025 | +8.94K | - |
| SHELTON WEALTH MANAGEMENT, LLC | 61.97K | Sep 30, 2025 | +128 | - |
| Sachetta, LLC | 61.73K | Sep 30, 2025 | +1 | - |
| Dorsey & Whitney Trust CO LLC | 61.47K | Sep 30, 2025 | - | - |
| Sunburst Financial Group, LLC | 61.45K | Sep 30, 2025 | -225 | - |
| Essex Financial Services, Inc. | 61.34K | Sep 30, 2025 | -804 | - |
| VANGUARD GROUP INC | 61.28K | Sep 30, 2025 | -38 | - |
| FineMark National Bank & Trust | 61.23K | Sep 30, 2025 | +726 | - |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 60.09K | Sep 30, 2025 | +175 | - |
| Fundamentum, LLC | 59.66K | Sep 30, 2025 | +52.60K | - |
| Prospera Financial Services Inc | 59.49K | Sep 30, 2025 | +9.44K | - |
| Sound View Wealth Advisors Group, LLC | 59.40K | Sep 30, 2025 | -363 | - |
| New England Private Wealth Advisors LLC | 59.30K | Sep 30, 2025 | +723 | - |
| EVOKE WEALTH, LLC | 58.75K | Sep 30, 2025 | +223 | - |
| PRINCIPAL FINANCIAL GROUP INC | 58.72K | Sep 30, 2025 | -1,630 | - |
| Triumph Capital Management | 58.33K | Sep 30, 2025 | -3,175 | - |
| AMES NATIONAL CORP | 58.20K | Sep 30, 2025 | -1,770 | - |
| MATRIX ASSET ADVISORS INC/NY | 58.02K | Sep 30, 2025 | +90 | - |
| CAHABA WEALTH MANAGEMENT, INC. | 57.67K | Sep 30, 2025 | +103 | - |
| LEVEL FOUR ADVISORY SERVICES, LLC | 57.31K | Sep 30, 2025 | -48 | - |
| NTV ASSET MANAGEMENT LLC | 56.87K | Sep 30, 2025 | +1.81K | - |
| St. Johns Investment Management Company, LLC | 56.48K | Sep 30, 2025 | +200 | - |
| Turtle Creek Wealth Advisors, LLC | 56.41K | Sep 30, 2025 | -5,508 | - |
| Canopy Partners, LLC | 56.30K | Sep 30, 2025 | -2,303 | - |
| Conservest Capital Advisors, Inc. | 56.22K | Sep 30, 2025 | +202 | - |
| Acropolis Investment Management, LLC | 56.15K | Sep 30, 2025 | - | - |
| HANCOCK WHITNEY CORP | 54.77K | Sep 30, 2025 | +567 | - |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 54.65K | Sep 30, 2025 | -649 | - |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 54.29K | Sep 30, 2025 | -1,361 | - |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 54.06K | Sep 30, 2025 | -969 | - |
| Carl P. Sherr & Co., LLC | 53.04K | Sep 30, 2025 | +1.30K | - |
| SageView Advisory Group, LLC | 52.02K | Sep 30, 2025 | +3.82K | - |
| FDx Advisors, Inc. | 51.74K | Sep 30, 2025 | -2,157 | - |
| TD PRIVATE CLIENT WEALTH LLC | 51.63K | Sep 30, 2025 | +3.14K | - |
| Smith Thornton Advisors LLC | 50.66K | Sep 30, 2025 | +2.59K | - |
| CULLEN/FROST BANKERS, INC. | 50.43K | Sep 30, 2025 | -258 | - |
| Prosperity Consulting Group, LLC | 49.97K | Sep 30, 2025 | +37.82K | - |
| PRINCIPAL SECURITIES, INC. | 49.68K | Sep 30, 2025 | +1.53K | - |
| Elyxium Wealth, LLC | 49.40K | Sep 30, 2025 | +6.60K | - |
| TEXAS CAPITAL BANCSHARES INC/TX | 49.12K | Sep 30, 2025 | -32,677 | - |
| TRUST CO OF TOLEDO NA /OH/ | 47.81K | Sep 30, 2025 | -4,256 | - |
| Kovitz Investment Group Partners, LLC | 47.67K | Sep 30, 2025 | -1,246 | - |
| MYCIO WEALTH PARTNERS, LLC | 47.11K | Sep 30, 2025 | +99 | - |
| CHOREO, LLC | 46.54K | Sep 30, 2025 | -226 | - |
| LPWM LLC | 46.45K | Sep 30, 2025 | +4.59K | - |
| SMITH CHAS P & ASSOCIATES PA CPAS | 46.30K | Sep 30, 2025 | -10,263 | - |
| Samalin Investment Counsel, LLC | 45.96K | Sep 30, 2025 | +2.29K | - |
| HB Wealth Management, LLC | 45.85K | Sep 30, 2025 | +9.67K | - |
| BTC Capital Management, Inc. | 45.76K | Sep 30, 2025 | +728 | - |
| Whitegate Investment Counselors, Inc. | 45.62K | Sep 30, 2025 | +24 | - |
| Smith & Howard Wealth Management, LLC | 45.43K | Sep 30, 2025 | -472 | - |
| Centennial Bank/AR/ | 45.25K | Sep 30, 2025 | +711 | - |
| DAVIDSON TRUST CO | 44.26K | Sep 30, 2025 | +1.85K | - |
| GREENLEAF TRUST | 44.17K | Sep 30, 2025 | -35,795 | - |
| Fiera Capital Corp | 44.13K | Sep 30, 2025 | -410 | - |
| Fort Point Capital Partners LLC | 44.04K | Sep 30, 2025 | +1.13K | - |
| COUNTRY CLUB BANK /GFN | 44.00K | Sep 30, 2025 | -6,910 | - |
| BURKE & HERBERT BANK & TRUST CO | 43.54K | Sep 30, 2025 | -531 | - |
| Ballentine Partners, LLC | 43.17K | Sep 30, 2025 | +1.07K | - |
| FARMERS & MERCHANTS INVESTMENTS INC | 42.98K | Sep 30, 2025 | - | - |
| Sequoia Financial Advisors, LLC | 42.70K | Sep 30, 2025 | -7,255 | - |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 42.51K | Sep 30, 2025 | +5.00K | - |
| IHT Wealth Management, LLC | 41.38K | Sep 30, 2025 | +530 | - |
| Integrated Wealth Concepts LLC | 41.23K | Sep 30, 2025 | -1,014 | - |
| SCS Capital Management LLC | 40.48K | Sep 30, 2025 | +7 | - |
| QUADRANT CAPITAL GROUP LLC | 40.48K | Sep 30, 2025 | -200 | - |
| Asset Management Group, Inc. | 39.37K | Sep 30, 2025 | +128 | - |
| ASPIRIANT, LLC | 39.31K | Sep 30, 2025 | -39,597 | - |
| NVWM, LLC | 39.11K | Sep 30, 2025 | +789 | - |
| OPPENHEIMER & CO INC | 39.10K | Sep 30, 2025 | -135 | - |
| Brick & Kyle, Associates | 38.92K | Sep 30, 2025 | +47 | - |
| NBC SECURITIES, INC. | 38.86K | Sep 30, 2025 | -991 | - |
| Gryphon Financial Partners LLC | 38.81K | Sep 30, 2025 | -6,424 | - |
| Financial Engines Advisors L.L.C. | 37.55K | Sep 30, 2025 | +227 | - |
| Charles Schwab Trust Co | 37.54K | Sep 30, 2025 | -578 | - |
| Global Retirement Partners, LLC | 37.51K | Sep 30, 2025 | -176 | - |
| Bryn Mawr Capital Management, LLC | 37.48K | Sep 30, 2025 | +3.87K | - |
| J.W. COLE ADVISORS, INC. | 37.48K | Sep 30, 2025 | +1.82K | - |
| Kingsview Wealth Management, LLC | 37.31K | Sep 30, 2025 | +8.94K | - |
| Greykasell Wealth Strategies, Inc. | 37.09K | Sep 30, 2025 | -7,688 | - |
| DAVENPORT & Co LLC | 36.80K | Sep 30, 2025 | +8.81K | - |
| Bedel Financial Consulting, Inc. | 36.69K | Sep 30, 2025 | +1.48K | - |
| TFB Advisors LLC | 36.60K | Sep 30, 2025 | +1.39K | - |
| Spire Wealth Management | 36.59K | Sep 30, 2025 | -1,397 | - |
| Daner Wealth Management, LLC | 36.34K | Sep 30, 2025 | -319 | - |
| COURIER CAPITAL LLC | 35.74K | Sep 30, 2025 | +91 | - |
| FCA CORP /TX | 35.60K | Sep 30, 2025 | +1.00K | - |
| Elgethun Capital Management | 35.52K | Sep 30, 2025 | - | - |
| CHAPIN DAVIS, INC. | 35.45K | Sep 30, 2025 | +30 | - |
| Gladstone Institutional Advisory LLC | 35.20K | Sep 30, 2025 | +937 | - |
| SouthState Corp | 35.04K | Sep 30, 2025 | +2.61K | - |
| MATHER GROUP, LLC. | 35.03K | Sep 30, 2025 | - | - |
| AFT, FORSYTH & COMPANY, INC. | 35.01K | Sep 30, 2025 | +6 | - |
| Richard P Slaughter Associates Inc | 34.77K | Sep 30, 2025 | -13,833 | - |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 34.77K | Sep 30, 2025 | +34.77K | - |
| EVERGREEN CAPITAL MANAGEMENT LLC | 34.38K | Sep 30, 2025 | - | - |
| Finley Financial, LLC | 34.16K | Sep 30, 2025 | +180 | - |
| NEW SOUTH CAPITAL MANAGEMENT INC | 33.73K | Sep 30, 2025 | - | - |
| McKinley Carter Wealth Services, Inc. | 33.71K | Sep 30, 2025 | -1,148 | - |
| FLAGSTAR ADVISORS INC. | 33.70K | Sep 30, 2025 | -6,291 | - |
| Pathway Financial Advisors LLC | 33.35K | Sep 30, 2025 | - | - |
| PRIVATE TRUST CO NA | 33.28K | Sep 30, 2025 | +2.93K | - |
| Brinker Capital Investments, LLC | 32.77K | Sep 30, 2025 | +5.78K | - |
| OXFORD FINANCIAL GROUP LTD | 32.57K | Sep 30, 2025 | - | - |
| Atria Investments, Inc | 32.53K | Sep 30, 2025 | +6.13K | - |
| EASTERN BANK | 32.50K | Sep 30, 2025 | -100 | - |
| Geneos Wealth Management Inc. | 32.26K | Sep 30, 2025 | -6,427 | - |
| LIFE LINE WEALTH MANAGEMENT LLC | 31.62K | Sep 30, 2025 | -361 | - |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 31.48K | Sep 30, 2025 | -30,073 | - |
| Summit Financial Strategies, Inc. | 31.39K | Sep 30, 2025 | -32 | - |
| BUILDER INVESTMENT GROUP INC /ADV | 31.16K | Sep 30, 2025 | -9 | - |
| Allen Investment Management LLC | 31.00K | Sep 30, 2025 | - | - |
| Pensionmark Financial Group, LLC | 31.00K | Sep 30, 2025 | -188 | - |
| FAS Wealth Partners, Inc. | 30.78K | Sep 30, 2025 | -379 | - |
| PEAPACK GLADSTONE FINANCIAL CORP | 30.77K | Sep 30, 2025 | -2,547 | - |
| ANCHOR CAPITAL ADVISORS LLC | 30.77K | Sep 30, 2025 | -40 | - |
| Vigilare Wealth Management | 30.76K | Sep 30, 2025 | +12.37K | - |
| Motiv8 Investments LLC | 30.76K | Sep 30, 2025 | +570 | - |
| Evercore Wealth Management, LLC | 30.61K | Sep 30, 2025 | -1,581 | - |
| Procyon Advisors, LLC | 30.38K | Sep 30, 2025 | +12.77K | - |
| Sowell Financial Services LLC | 30.17K | Sep 30, 2025 | +885 | - |
| LAIRD NORTON TRUST COMPANY, LLC | 29.85K | Sep 30, 2025 | - | - |
| TCG Advisory Services, LLC | 29.71K | Sep 30, 2025 | +208 | - |
| Gilman Hill Asset Management, LLC | 29.71K | Sep 30, 2025 | - | - |
| KKM Financial LLC | 29.65K | Sep 30, 2025 | +52 | - |
| COZAD ASSET MANAGEMENT INC | 29.50K | Sep 30, 2025 | -263 | - |
| Sigma Planning Corp | 29.46K | Sep 30, 2025 | -919 | - |
| FIRST UNITED BANK & TRUST | 29.24K | Sep 30, 2025 | -125 | - |
| Paradigm Financial Partners, LLC | 29.13K | Sep 30, 2025 | +3.00K | - |
| Fund Evaluation Group, LLC | 29.07K | Sep 30, 2025 | -120,941 | - |
| DOVER ADVISORS, LLC | 28.86K | Sep 30, 2025 | +327 | - |
| Pasadena Private Wealth, LLC | 28.50K | Sep 30, 2025 | - | - |
| CAHILL FINANCIAL ADVISORS INC | 28.29K | Sep 30, 2025 | +1.29K | - |
| Chokshi & Queen Wealth Advisors, Inc | 28.24K | Sep 30, 2025 | -1,733 | - |
| JSF Financial, LLC | 28.18K | Sep 30, 2025 | -223 | - |
| May Barnhard Investments LLC | 28.04K | Sep 30, 2025 | - | - |
| Frank, Rimerman Advisors LLC | 28.03K | Sep 30, 2025 | +36 | - |
| Grove Bank & Trust | 27.91K | Sep 30, 2025 | +2.31K | - |
| Lee-Kelleher Wealth Management | 27.90K | Sep 30, 2025 | -470 | - |
| ALLIUM FINANCIAL ADVISORS, LLC | 27.84K | Sep 30, 2025 | +638 | - |
| SMITH, MOORE & CO. | 27.81K | Sep 30, 2025 | -311 | - |
| HILLTOP WEALTH ADVISORS, LLC | 27.79K | Sep 30, 2025 | +1.88K | - |
| NAPLES GLOBAL ADVISORS, LLC | 27.23K | Sep 30, 2025 | -603 | - |
| GAMMA Investing LLC | 27.22K | Sep 30, 2025 | +1.21K | - |
| CATALYST FINANCIAL PARTNERS LLC | 27.18K | Sep 30, 2025 | +340 | - |
| Valmark Advisers, Inc. | 27.07K | Sep 30, 2025 | +188 | - |
| HT Partners LLC | 26.96K | Sep 30, 2025 | - | - |
| BFSG, LLC | 26.88K | Sep 30, 2025 | +26.88K | - |
| Marquette Asset Management, LLC | 26.77K | Sep 30, 2025 | -165 | - |
| SOA Wealth Advisors, LLC. | 26.61K | Sep 30, 2025 | +627 | - |
| Vista Private Wealth Partners. LLC | 26.45K | Sep 30, 2025 | - | - |
| Resonant Capital Advisors, LLC | 26.39K | Sep 30, 2025 | - | - |
| JFS WEALTH ADVISORS, LLC | 26.11K | Sep 30, 2025 | -410 | - |
| DAGCO, INC. | 25.90K | Sep 30, 2025 | -210 | - |
| Apollon Wealth Management, LLC | 25.88K | Sep 30, 2025 | +788 | - |
| Russell Investments Group, Ltd. | 25.84K | Sep 30, 2025 | +6.36K | - |
| Litman Gregory Wealth Management LLC | 25.65K | Sep 30, 2025 | - | - |
| Indiana Trust & Investment Management CO | 25.43K | Sep 30, 2025 | - | - |
| Quantinno Capital Management LP | 25.35K | Sep 30, 2025 | +6.52K | - |
| Goelzer Investment Management, Inc. | 25.34K | Sep 30, 2025 | -236 | - |
| Wealthcare Advisory Partners LLC | 25.13K | Sep 30, 2025 | +1.48K | - |
| Evensky & Katz LLC | 24.77K | Sep 30, 2025 | -842 | - |
| RETIREMENT INCOME SOLUTIONS, INC | 24.77K | Sep 30, 2025 | +290 | - |
| ABLE Financial Group, LLC | 24.59K | Sep 30, 2025 | -2,504 | - |
| Busey Wealth Management | 24.38K | Sep 30, 2025 | -784 | - |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24.04K | Sep 30, 2025 | -345 | - |
| MIDDLETON & CO INC/MA | 23.90K | Sep 30, 2025 | -1,508 | - |
| Alley Investment Management Company, LLC | 23.81K | Sep 30, 2025 | -142 | - |
| PINNACLE ASSOCIATES LTD | 23.73K | Sep 30, 2025 | -700 | - |
| Oliver Luxxe Assets LLC | 23.54K | Sep 30, 2025 | -109 | - |
| Evernest Financial Advisors, LLC | 23.51K | Sep 30, 2025 | - | - |
| Meridian Financial Partners LLC | 23.48K | Sep 30, 2025 | - | - |
| Merit Financial Group, LLC | 23.40K | Sep 30, 2025 | -5,767 | - |
| Farmers & Merchants Trust Co of Long Beach | 23.31K | Sep 30, 2025 | - | - |
| Venture Visionary Partners LLC | 23.25K | Sep 30, 2025 | +17 | - |
| 1900 WEALTH MANAGEMENT LLC | 23.20K | Sep 30, 2025 | -775 | - |
| Ellenbecker Investment Group | 22.89K | Sep 30, 2025 | +38 | - |
| LCNB CORP | 22.87K | Sep 30, 2025 | +702 | - |
| BG Investment Services, Inc. | 22.84K | Sep 30, 2025 | -794 | - |
| WELCH & FORBES LLC | 22.83K | Sep 30, 2025 | +105 | - |
| APPLETON PARTNERS INC/MA | 22.78K | Sep 30, 2025 | -2 | - |
| Legacy Trust | 22.54K | Sep 30, 2025 | +725 | - |
| SVB WEALTH LLC | 22.38K | Sep 30, 2025 | +22.38K | - |
| St. Clair Advisors, LLC | 22.38K | Sep 30, 2025 | +91 | - |
| Heritage Wealth Advisors | 22.30K | Sep 30, 2025 | - | - |
| Venturi Wealth Management, LLC | 22.28K | Sep 30, 2025 | - | - |
| RENAISSANCE TECHNOLOGIES LLC | 22.20K | Sep 30, 2025 | -500 | - |
| WEATHERLY ASSET MANAGEMENT L. P. | 22.09K | Sep 30, 2025 | -90 | - |
| 1ST SOURCE BANK | 21.72K | Sep 30, 2025 | +4.79K | - |
| TD Waterhouse Canada Inc. | 21.64K | Sep 30, 2025 | +3.15K | - |
| Chesley Taft & Associates LLC | 21.57K | Sep 30, 2025 | -401 | - |
| FIDUCIARY TRUST CO | 21.33K | Sep 30, 2025 | - | - |
| Parallel Advisors, LLC | 21.29K | Sep 30, 2025 | -177 | - |
| Cornerstone Wealth Management, LLC | 21.22K | Sep 30, 2025 | +114 | - |
| HORAN Wealth, LLC | 21.10K | Sep 30, 2025 | +21.10K | - |
| Manchester Capital Management LLC | 21.07K | Sep 30, 2025 | -990 | - |
| One Capital Management, LLC | 21.02K | Sep 30, 2025 | -504 | - |
| Stratos Wealth Advisors, LLC | 20.96K | Sep 30, 2025 | +1.16K | - |
| SAGESPRING WEALTH PARTNERS, LLC | 20.85K | Sep 30, 2025 | +2.07K | - |
| Americana Partners, LLC | 20.73K | Sep 30, 2025 | +13.68K | - |
| Guardian Wealth Advisors, LLC | 20.71K | Sep 30, 2025 | -1,889 | - |
| BankPlus Wealth Management LLC | 20.71K | Sep 30, 2025 | +409 | - |
| CONNING INC. | 20.60K | Sep 30, 2025 | -58,403 | - |
| TOMPKINS FINANCIAL CORP | 20.55K | Sep 30, 2025 | +10.76K | - |
| Asset Allocation Strategies LLC | 20.45K | Sep 30, 2025 | -3,496 | - |
| Crescent Grove Advisors, LLC | 20.42K | Sep 30, 2025 | -27 | - |
| Roble, Belko & Company, Inc | 20.40K | Sep 30, 2025 | - | - |
| FORVIS Wealth Advisors, LLC | 20.40K | Sep 30, 2025 | -323 | - |
| U.S. Capital Wealth Advisors, LLC | 20.36K | Sep 30, 2025 | -898 | - |
| Meridian Wealth Management, LLC | 20.23K | Sep 30, 2025 | -727 | - |
| WATERS PARKERSON & CO., LLC | 20.19K | Sep 30, 2025 | - | - |
| Farther Finance Advisors, LLC | 20.16K | Sep 30, 2025 | +751 | - |
| Allworth Financial LP | 20.16K | Sep 30, 2025 | +1.08K | - |
| EverSource Wealth Advisors, LLC | 19.97K | Sep 30, 2025 | +18.21K | - |
| Boston Trust Walden Corp | 19.73K | Sep 30, 2025 | - | - |
| Ancora Advisors, LLC | 19.70K | Sep 30, 2025 | -530 | - |
| B. Riley Wealth Advisors, Inc. | 19.58K | Sep 30, 2025 | -12,185 | - |
| Simmons Bank | 19.57K | Sep 30, 2025 | -592 | - |
| Continuum Advisory, LLC | 19.55K | Sep 30, 2025 | +1.67K | - |
| Zhang Financial LLC | 19.52K | Sep 30, 2025 | +7 | - |
| Montecito Bank & Trust | 19.31K | Sep 30, 2025 | +19.31K | - |
| PFG Investments, LLC | 19.13K | Sep 30, 2025 | +679 | - |
| Columbus Macro, LLC | 19.09K | Sep 30, 2025 | -217 | - |
| PEOPLES BANK /OH | 18.99K | Sep 30, 2025 | -203 | - |
| Fairway Wealth LLC | 18.84K | Sep 30, 2025 | +56 | - |
| Csenge Advisory Group | 18.84K | Sep 30, 2025 | +1.36K | - |
| PRIVATE MANAGEMENT GROUP INC | 18.80K | Sep 30, 2025 | - | - |
| Legacy Bridge, LLC | 18.79K | Sep 30, 2025 | +100 | - |
| Wealthfront Advisers LLC | 18.74K | Sep 30, 2025 | +608 | - |
| Choate Investment Advisors | 18.71K | Sep 30, 2025 | +218 | - |
| CARY STREET PARTNERS FINANCIAL LLC | 18.69K | Sep 30, 2025 | -183 | - |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 18.66K | Sep 30, 2025 | -8,933 | - |
| MASSMUTUAL TRUST CO FSB/ADV | 18.62K | Sep 30, 2025 | +76 | - |
| Farmers National Bank | 18.51K | Sep 30, 2025 | +1.29K | - |
| Belpointe Asset Management LLC | 18.48K | Sep 30, 2025 | -236 | - |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 18.35K | Sep 30, 2025 | - | - |
| SOUTHERN CAPITAL ADVISORS, LLC | 18.34K | Sep 30, 2025 | +1.10K | - |
| FMB WEALTH MANAGEMENT | 18.22K | Sep 30, 2025 | - | - |
| SWMG, LLC | 18.21K | Sep 30, 2025 | +1.74K | - |
| MidWestOne Financial Group, Inc. | 18.13K | Sep 30, 2025 | - | - |
| Concurrent Investment Advisors, LLC | 17.81K | Sep 30, 2025 | +470 | - |
| Jordan Park Group LLC | 17.79K | Sep 30, 2025 | -1,563 | - |
| Newport Capital Group, LLC | 17.76K | Sep 30, 2025 | -334 | - |
| Investors Research Corp | 17.70K | Sep 30, 2025 | -469 | - |
| MBL Wealth, LLC | 17.69K | Sep 30, 2025 | -300 | - |
| Clear Harbor Asset Management, LLC | 17.67K | Sep 30, 2025 | - | - |
| Roundview Capital LLC | 17.64K | Sep 30, 2025 | - | - |
| Sage Capital Advisors,llc | 17.57K | Sep 30, 2025 | -434 | - |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17.56K | Sep 30, 2025 | +332 | - |
| WHITE PINE CAPITAL LLC | 17.55K | Sep 30, 2025 | -2,367 | - |
| Atala Financial Inc | 17.54K | Sep 30, 2025 | +2.93K | - |
| Leo Wealth, LLC | 17.51K | Sep 30, 2025 | +58 | - |
| DAVIS R M INC | 17.47K | Sep 30, 2025 | -310 | - |
| Financial Partners Group, Inc | 17.45K | Sep 30, 2025 | +305 | - |
| Crumly & Associates Inc. | 17.43K | Sep 30, 2025 | -4,403 | - |
| Strategic Advisors LLC | 17.24K | Sep 30, 2025 | -768 | - |
| Fulcrum Capital LLC | 17.17K | Sep 30, 2025 | -1,319 | - |
| MATRIX PRIVATE CAPITAL GROUP LLC | 17.17K | Sep 30, 2025 | - | - |
| COREPATH WEALTH PARTNERS LLC | 17.11K | Sep 30, 2025 | +12.63K | - |
| Plum Street Advisors, LLC | 16.92K | Sep 30, 2025 | -31 | - |
| Strategic Family Wealth Counselors, L.L.C. | 16.87K | Sep 30, 2025 | - | - |
| HERITAGE INVESTORS MANAGEMENT CORP | 16.85K | Sep 30, 2025 | -460 | - |
| Pallas Capital Advisors LLC | 16.83K | Sep 30, 2025 | -426 | - |
| Nvest Financial, LLC | 16.71K | Sep 30, 2025 | -3,630 | - |
| LOWE BROCKENBROUGH & CO INC | 16.68K | Sep 30, 2025 | -465 | - |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.58K | Sep 30, 2025 | +5.32K | - |
| BOSTON FAMILY OFFICE LLC | 16.57K | Sep 30, 2025 | - | - |
| Kohmann Bosshard Financial Services, LLC | 16.54K | Sep 30, 2025 | +2.38K | - |
| HBK Sorce Advisory LLC | 16.50K | Sep 30, 2025 | -861 | - |
| WestHill Financial Advisors, Inc. | 16.48K | Sep 30, 2025 | +572 | - |
| Ausdal Financial Partners, Inc. | 16.48K | Sep 30, 2025 | +7.74K | - |
| LAZARD ASSET MANAGEMENT LLC | 16.26K | Sep 30, 2025 | -3,202 | - |
| Baker Ellis Asset Management LLC | 16.21K | Sep 30, 2025 | - | - |
| FIRST HAWAIIAN BANK | 16.07K | Sep 30, 2025 | - | - |
| MOULTON WEALTH MANAGEMENT, INC | 15.98K | Sep 30, 2025 | +2.36K | - |
| Parkside Financial Bank & Trust | 15.94K | Sep 30, 2025 | - | - |
| Compton Wealth Advisory Group, LLC | 15.90K | Sep 30, 2025 | +76 | - |
| RAINIER FAMILY WEALTH INC | 15.82K | Sep 30, 2025 | +557 | - |
| Pinnacle Wealth Management Advisory Group, LLC | 15.80K | Sep 30, 2025 | - | - |
| Well Done, LLC | 15.71K | Sep 30, 2025 | +1.05K | - |
| Calamos Wealth Management LLC | 15.62K | Sep 30, 2025 | +1.73K | - |
| Orgel Wealth Management, LLC | 15.54K | Sep 30, 2025 | -257 | - |
| AQR CAPITAL MANAGEMENT LLC | 15.50K | Sep 30, 2025 | +9.96K | - |
| CERTUITY, LLC | 15.35K | Sep 30, 2025 | -677 | - |
| Atlas Brown,Inc. | 15.30K | Sep 30, 2025 | -192 | - |
| IFG Advisors, LLC | 15.26K | Sep 30, 2025 | +215 | - |
| WEBSTER BANK, N. A. | 15.23K | Sep 30, 2025 | - | - |
| WEST PACES ADVISORS INC. | 15.21K | Sep 30, 2025 | -50 | - |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 15.18K | Sep 30, 2025 | -2,645 | - |
| EARNEST PARTNERS LLC | 15.17K | Sep 30, 2025 | -5,858 | - |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15.17K | Sep 30, 2025 | +47 | - |
| GRIES FINANCIAL LLC | 15.14K | Sep 30, 2025 | -858 | - |
| Allspring Global Investments Holdings, LLC | 15.13K | Sep 30, 2025 | +9.23K | - |
| GREAT VALLEY ADVISOR GROUP, INC. | 15.07K | Sep 30, 2025 | +22 | - |
| Luminvest Wealth Management LLC | 15.06K | Sep 30, 2025 | - | - |
| SlateStone Wealth, LLC | 15.04K | Sep 30, 2025 | -100 | - |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14.92K | Sep 30, 2025 | +7.15K | - |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14.90K | Sep 30, 2025 | -240 | - |
| Perennial Investment Advisors, LLC | 14.76K | Sep 30, 2025 | -513 | - |
| Arkadios Wealth Advisors | 14.76K | Sep 30, 2025 | +2.18K | - |
| Sage Mountain Advisors LLC | 14.76K | Sep 30, 2025 | - | - |
| Hapanowicz & Associates Financial Services, Inc | 14.75K | Sep 30, 2025 | -395 | - |
| Centennial Wealth Advisory LLC | 14.71K | Sep 30, 2025 | +271 | - |
| FIDUCIENT ADVISORS LLC | 14.67K | Sep 30, 2025 | +1.73K | - |
| MBA Advisors LLC | 14.65K | Sep 30, 2025 | -300 | - |
| Empirical Asset Management, LLC | 14.63K | Sep 30, 2025 | +95 | - |
| Connecticut Wealth Management, LLC | 14.47K | Sep 30, 2025 | -1,963 | - |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 14.47K | Sep 30, 2025 | -903 | - |
| Vivaldi Capital Management LP | 14.46K | Sep 30, 2025 | - | - |
| GM Advisory Group, Inc. | 14.43K | Sep 30, 2025 | +5 | - |
| RMR Wealth Builders | 14.41K | Sep 30, 2025 | +613 | - |
| Linscomb & Williams, Inc. | 14.40K | Sep 30, 2025 | -1,472 | - |
| First Financial Bank - Trust Division | 14.25K | Sep 30, 2025 | - | - |
| Simplicity Wealth,LLC | 14.22K | Sep 30, 2025 | +435 | - |
| Bill Few Associates, Inc. | 14.19K | Sep 30, 2025 | -85 | - |
| DAYMARK WEALTH PARTNERS, LLC | 14.14K | Sep 30, 2025 | -140 | - |
| SeaBridge Investment Advisors LLC | 14.00K | Sep 30, 2025 | - | - |
| PHILADELPHIA TRUST CO | 13.91K | Sep 30, 2025 | - | - |
| Klingman & Associates, LLC | 13.90K | Sep 30, 2025 | - | - |
| Dominguez Wealth Management Solutions, Inc. | 13.72K | Sep 30, 2025 | +15 | - |
| Buckingham Strategic Partners | 13.71K | Sep 30, 2025 | +3.02K | - |
| Bison Wealth, LLC | 13.68K | Sep 30, 2025 | +3.60K | - |
| MONETARY MANAGEMENT GROUP INC | 13.65K | Sep 30, 2025 | +600 | - |
| LYELL WEALTH MANAGEMENT, LP | 13.59K | Sep 30, 2025 | -24 | - |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 13.48K | Sep 30, 2025 | - | - |
| Winthrop Advisory Group LLC | 13.47K | Sep 30, 2025 | +3.14K | - |
| North Berkeley Wealth Management, LLC | 13.41K | Sep 30, 2025 | - | - |
| Atomi Financial Group, Inc. | 13.23K | Sep 30, 2025 | -1,287 | - |
| GREAT LAKES ADVISORS, LLC | 13.19K | Sep 30, 2025 | -4,410 | - |
| TSFG, LLC | 13.14K | Sep 30, 2025 | -154 | - |
| FIRST NATIONAL BANK OF OMAHA | 13.12K | Sep 30, 2025 | +13.12K | - |
| Live Oak Private Wealth LLC | 13.08K | Sep 30, 2025 | - | - |
| Occidental Asset Management, LLC | 12.96K | Sep 30, 2025 | +124 | - |
| Wells Trecaso Financial Group, LLC | 12.93K | Sep 30, 2025 | -12,094 | - |
| Sunbeam Capital Management, LLC | 12.87K | Sep 30, 2025 | +43 | - |
| Consolidated Portfolio Review Corp | 12.85K | Sep 30, 2025 | +185 | - |
| BENJAMIN EDWARDS INC | 12.79K | Sep 30, 2025 | +1.53K | - |
| CENTRAL TRUST Co | 12.75K | Sep 30, 2025 | -398 | - |
| Strategic Blueprint, LLC | 12.68K | Sep 30, 2025 | +9.76K | - |
| Snowden Capital Advisors LLC | 12.61K | Sep 30, 2025 | +2.05K | - |
| PFG Advisors | 12.60K | Sep 30, 2025 | +12.60K | - |
| Sterling Capital Management LLC | 12.54K | Sep 30, 2025 | -1,883 | - |
| ASSETMARK, INC | 12.45K | Sep 30, 2025 | +7.26K | - |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 12.32K | Sep 30, 2025 | +690 | - |
| WETHERBY ASSET MANAGEMENT INC | 12.21K | Sep 30, 2025 | - | - |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 12.20K | Sep 30, 2025 | +12.20K | - |
| OKABENA INVESTMENT SERVICES INC | 12.19K | Sep 30, 2025 | +75 | - |
| BECKER CAPITAL MANAGEMENT INC | 12.14K | Sep 30, 2025 | +12.14K | - |
| MONECO Advisors, LLC | 12.05K | Sep 30, 2025 | -1,350 | - |
| Radnor Capital Management, LLC | 12.01K | Sep 30, 2025 | - | - |
| Seneca Financial Advisors LLC | 11.99K | Sep 30, 2025 | -1,683 | - |
| Heritage Trust Co | 11.96K | Sep 30, 2025 | +418 | - |
| Sunbelt Securities, Inc. | 11.85K | Sep 30, 2025 | -508 | - |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 11.71K | Sep 30, 2025 | -364 | - |
| ZACKS INVESTMENT MANAGEMENT | 11.69K | Sep 30, 2025 | -961 | - |
| Clark Capital Management Group, Inc. | 11.69K | Sep 30, 2025 | +898 | - |
| Empowered Funds, LLC | 11.65K | Sep 30, 2025 | +5.34K | - |
| Diversify Advisory Services, LLC | 11.57K | Sep 30, 2025 | -1,102 | - |
| NWAM LLC | 11.53K | Sep 30, 2025 | -1,112 | - |
| Pine Haven Investment Counsel, Inc | 11.52K | Sep 30, 2025 | - | - |
| USAdvisors Wealth Management, LLC | 11.50K | Sep 30, 2025 | +468 | - |
| Nordwand Advisors, LLC | 11.48K | Sep 30, 2025 | +2.95K | - |
| Cypress Capital Group | 11.48K | Sep 30, 2025 | +65 | - |
| TPG Financial Advisors, LLC | 11.36K | Sep 30, 2025 | - | - |
| Mason & Associates, LLC | 11.34K | Sep 30, 2025 | - | - |
| Cassaday & Co Wealth Management LLC | 11.33K | Sep 30, 2025 | - | - |
| Ronald Blue Trust, Inc. | 11.31K | Sep 30, 2025 | -538 | - |
| BROWN BROTHERS HARRIMAN & CO | 11.19K | Sep 30, 2025 | - | - |
| INSIGNEO ADVISORY SERVICES, LLC | 11.19K | Sep 30, 2025 | -179 | - |
| Stillwater Capital Advisors, LLC | 11.10K | Sep 30, 2025 | +861 | - |
| IFP Advisors, Inc | 11.10K | Sep 30, 2025 | +937 | - |
| Ameritas Advisory Services, LLC | 11.08K | Sep 30, 2025 | +6.74K | - |
| RiverFront Investment Group, LLC | 11.02K | Sep 30, 2025 | +2.17K | - |
| Jupiter Wealth Management LLC | 11.00K | Sep 30, 2025 | - | - |
| Columbia Asset Management | 10.87K | Sep 30, 2025 | - | - |
| OFC FINANCIAL PLANNING, LLC | 10.85K | Sep 30, 2025 | -842 | - |
| DUNCKER STREETT & CO INC | 10.83K | Sep 30, 2025 | +619 | - |
| Waldron Private Wealth LLC | 10.81K | Sep 30, 2025 | -109 | - |
| Capital Investment Advisors, LLC | 10.72K | Sep 30, 2025 | +1.05K | - |
| Birch Hill Investment Advisors LLC | 10.71K | Sep 30, 2025 | -100 | - |
| HARBOR INVESTMENT ADVISORY, LLC | 10.67K | Sep 30, 2025 | - | - |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.67K | Sep 30, 2025 | -11 | - |
| Ritter Daniher Financial Advisory LLC / DE | 10.62K | Sep 30, 2025 | -1,906 | - |
| PINNEY & SCOFIELD, INC. | 10.60K | Sep 30, 2025 | - | - |
| Neuberger Berman Group LLC | 10.58K | Sep 30, 2025 | - | - |
| Leslie Global Wealth, LLC | 10.58K | Sep 30, 2025 | -239 | - |
| Operose Advisors LLC | 10.55K | Sep 30, 2025 | +6 | - |
| NBT BANK N A /NY | 10.47K | Sep 30, 2025 | +5 | - |
| BRASADA CAPITAL MANAGEMENT, LP | 10.42K | Sep 30, 2025 | -92 | - |
| PACIFIC FINANCIAL GROUP INC | 10.41K | Sep 30, 2025 | -119 | - |
| New England Professional Planning Group Inc. | 10.41K | Sep 30, 2025 | -122 | - |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10.39K | Sep 30, 2025 | - | - |
| RKL Wealth Management LLC | 10.34K | Sep 30, 2025 | -4,065 | - |
| Narwhal Capital Management | 10.23K | Sep 30, 2025 | - | - |
| Arrowroot Family Office, LLC | 10.22K | Sep 30, 2025 | +34 | - |
| Savvy Advisors, Inc. | 10.13K | Sep 30, 2025 | +7.42K | - |
| Advisor Resource Council | 10.11K | Sep 30, 2025 | - | - |
| Advisors Capital Management, LLC | 10.11K | Sep 30, 2025 | -40 | - |
| Breakwater Capital Group | 9.99K | Sep 30, 2025 | -13 | - |
| BURLING WEALTH PARTNERS, LLC | 9.93K | Sep 30, 2025 | +5.20K | - |
| Jackson Hole Capital Partners, LLC | 9.93K | Sep 30, 2025 | - | - |
| Vontobel Holding Ltd. | 9.93K | Sep 30, 2025 | - | - |
| GeoWealth Management, LLC | 9.87K | Sep 30, 2025 | -159 | - |
| Vertex Planning Partners, LLC | 9.66K | Sep 30, 2025 | +152 | - |
| North Star Investment Management Corp. | 9.66K | Sep 30, 2025 | +171 | - |
| MIDLAND WEALTH ADVISORS LLC | 9.63K | Sep 30, 2025 | -207 | - |
| Higgins & Schmidt Wealth Strategies LLC | 9.62K | Sep 30, 2025 | -15 | - |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 9.61K | Sep 30, 2025 | -253 | - |
| OPTIMUM INVESTMENT ADVISORS | 9.56K | Sep 30, 2025 | -469 | - |
| Cyndeo Wealth Partners, LLC | 9.54K | Sep 30, 2025 | +71 | - |
| Goldstein Advisors, LLC | 9.52K | Sep 30, 2025 | -2,993 | - |
| Plante Moran Financial Advisors, LLC | 9.50K | Sep 30, 2025 | +59 | - |
| Edgemoor Investment Advisors, Inc. | 9.46K | Sep 30, 2025 | +3.50K | - |
| Beacon Financial Advisory LLC | 9.43K | Sep 30, 2025 | +8 | - |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9.43K | Sep 30, 2025 | -77 | - |
| PATTEN & PATTEN INC/TN | 9.40K | Sep 30, 2025 | +9.40K | - |
| UNIVEST FINANCIAL Corp | 9.40K | Sep 30, 2025 | -112 | - |
| Jaffetilchin Investment Partners, LLC | 9.36K | Sep 30, 2025 | -244 | - |
| CreativeOne Wealth, LLC | 9.36K | Sep 30, 2025 | -3,275 | - |
| PARTHENON LLC | 9.32K | Sep 30, 2025 | -420 | - |
| Circle Wealth Management, LLC | 9.24K | Sep 30, 2025 | +9.24K | - |
| AMERICAN NATIONAL BANK | 9.22K | Sep 30, 2025 | - | - |
| Selective Wealth Management, Inc. | 9.16K | Sep 30, 2025 | - | - |
| Harbor Asset Planning, Inc. | 9.14K | Sep 30, 2025 | +31 | - |
| KANAWHA CAPITAL MANAGEMENT LLC | 9.08K | Sep 30, 2025 | -190 | - |
| Vanguard Personalized Indexing Management, LLC | 9.02K | Sep 30, 2025 | +283 | - |
| VIAWEALTH, LLC | 9.02K | Sep 30, 2025 | - | - |
| Center for Financial Planning, Inc. | 9.01K | Sep 30, 2025 | +8 | - |
| FULTON BREAKEFIELD BROENNIMAN LLC | 8.98K | Sep 30, 2025 | +303 | - |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.91K | Sep 30, 2025 | - | - |
| PACES FERRY WEALTH ADVISORS, LLC | 8.90K | Sep 30, 2025 | +13 | - |
| LGL PARTNERS, LLC | 8.89K | Sep 30, 2025 | +30 | - |
| Baron Wealth Management LLC | 8.89K | Sep 30, 2025 | +26 | - |
| Montis Financial, LLC | 8.86K | Sep 30, 2025 | -417 | - |
| Rehmann Capital Advisory Group | 8.84K | Sep 30, 2025 | +837 | - |
| WEST CHESTER CAPITAL ADVISORS, INC | 8.80K | Sep 30, 2025 | -343 | - |
| MidAtlantic Capital Management, Inc. | 8.76K | Sep 30, 2025 | -284 | - |
| GWN SECURITIES INC. | 8.75K | Sep 30, 2025 | +82 | - |
| Foundations Investment Advisors, LLC | 8.74K | Sep 30, 2025 | -1,943 | - |
| Mill Capital Management, LLC | 8.72K | Sep 30, 2025 | - | - |
| BROWN, LISLE/CUMMINGS, INC. | 8.70K | Sep 30, 2025 | - | - |
| Certified Advisory Corp | 8.68K | Sep 30, 2025 | +1.21K | - |
| MCF Advisors LLC | 8.63K | Sep 30, 2025 | +148 | - |
| Precision Wealth Strategies, LLC | 8.53K | Sep 30, 2025 | - | - |
| SPIREPOINT PRIVATE CLIENT, LLC | 8.51K | Sep 30, 2025 | - | - |
| Next Level Private LLC | 8.50K | Sep 30, 2025 | -130 | - |
| Western Wealth Management, LLC | 8.49K | Sep 30, 2025 | +67 | - |
| FIRST FINANCIAL BANKSHARES INC | 8.49K | Sep 30, 2025 | - | - |
| Wealth Dimensions Group, Ltd. | 8.48K | Sep 30, 2025 | -699 | - |
| LEE DANNER & BASS INC | 8.45K | Sep 30, 2025 | +521 | - |
| SAPIENT CAPITAL LLC | 8.44K | Sep 30, 2025 | - | - |
| Retirement Planning Group | 8.43K | Sep 30, 2025 | +57 | - |
| BLB&B Advisors, LLC | 8.40K | Sep 30, 2025 | - | - |
| Glassman Wealth Services | 8.40K | Sep 30, 2025 | - | - |
| Ironwood Financial, llc | 8.39K | Sep 30, 2025 | -1,243 | - |
| EXCEL SECURITIES & ASSOCIATES, INC. | 8.39K | Sep 30, 2025 | +8.39K | - |
| Baldwin Investment Management, LLC | 8.36K | Sep 30, 2025 | - | - |
| S&CO INC | 8.34K | Sep 30, 2025 | - | - |
| GRIMES & COMPANY, INC. | 8.31K | Sep 30, 2025 | +28 | - |
| Independent Advisor Alliance | 8.31K | Sep 30, 2025 | +8.31K | - |
| CURIO WEALTH, LLC | 8.30K | Sep 30, 2025 | -651 | - |
| BIP Wealth, LLC | 8.30K | Sep 30, 2025 | -18 | - |
| Moors & Cabot, Inc. | 8.23K | Sep 30, 2025 | +51 | - |
| Shepherd Financial Partners LLC | 8.23K | Sep 30, 2025 | - | - |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8.21K | Sep 30, 2025 | -534 | - |
| Smith, Salley & Associates | 8.16K | Sep 30, 2025 | -668 | - |
| Essex Savings Bank | 8.16K | Sep 30, 2025 | -90 | - |
| AlphaCore Capital LLC | 8.10K | Sep 30, 2025 | -463 | - |
| Beaumont Financial Advisors, LLC | 8.07K | Sep 30, 2025 | - | - |
| TCI Wealth Advisors, Inc. | 8.05K | Sep 30, 2025 | -23 | - |
| Dana Investment Advisors, Inc. | 8.02K | Sep 30, 2025 | -83 | - |
| Princeton Global Asset Management LLC | 7.96K | Sep 30, 2025 | - | - |
| MISSION WEALTH MANAGEMENT, LP | 7.94K | Sep 30, 2025 | -292 | - |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 7.91K | Sep 30, 2025 | +144 | - |
| MOODY LYNN & LIEBERSON, LLC | 7.90K | Sep 30, 2025 | - | - |
| Wellspring Financial Advisors, LLC | 7.88K | Sep 30, 2025 | - | - |
| Investment Advisory Group, LLC | 7.84K | Sep 30, 2025 | -799 | - |
| Flagstone Financial Management | 7.82K | Sep 30, 2025 | - | - |
| Fermata Advisors, LLC | 7.82K | Sep 30, 2025 | +4 | - |
| Bensler, LLC | 7.79K | Sep 30, 2025 | +1 | - |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 7.79K | Sep 30, 2025 | - | - |
| OLD SECOND NATIONAL BANK OF AURORA | 7.78K | Sep 30, 2025 | - | - |
| TRANSCEND CAPITAL ADVISORS, LLC | 7.76K | Sep 30, 2025 | -389 | - |
| CENTRAL BANK & TRUST CO | 7.75K | Sep 30, 2025 | - | - |
| Forefront Wealth Partners, LLC | 7.74K | Sep 30, 2025 | +7.74K | - |
| Summit Investment Advisory Services, LLC | 7.69K | Sep 30, 2025 | +2 | - |
| Fiduciary Alliance LLC | 7.68K | Sep 30, 2025 | -445 | - |
| Larson Financial Group LLC | 7.64K | Sep 30, 2025 | -1,065 | - |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7.63K | Sep 30, 2025 | +339 | - |
| JNBA Financial Advisors | 7.60K | Sep 30, 2025 | - | - |
| Destiny Wealth Partners, LLC | 7.59K | Sep 30, 2025 | - | - |
| Bragg Financial Advisors, Inc | 7.55K | Sep 30, 2025 | -104 | - |
| INVENIO WEALTH PARTNERS LLC | 7.53K | Sep 30, 2025 | - | - |
| Empower Advisory Group, LLC | 7.51K | Sep 30, 2025 | -57 | - |
| BlueSky Wealth Advisors, LLC | 7.48K | Sep 30, 2025 | - | - |
| BRADY FAMILY WEALTH, LLC | 7.40K | Sep 30, 2025 | -6 | - |
| Innovative Wealth Building LLC | 7.36K | Sep 30, 2025 | +1.04K | - |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 7.33K | Sep 30, 2025 | +1.57K | - |
| ENDEAVOR PRIVATE WEALTH, INC. | 7.31K | Sep 30, 2025 | +3.09K | - |
| VISTA CAPITAL PARTNERS, INC. | 7.31K | Sep 30, 2025 | +7.31K | - |
| ANGELES WEALTH MANAGEMENT, LLC | 7.30K | Sep 30, 2025 | - | - |
| Kelman-Lazarov, Inc. | 7.28K | Sep 30, 2025 | +7.28K | - |
| ICW Investment Advisors LLC | 7.27K | Sep 30, 2025 | - | - |
| FourThought Financial Partners, LLC | 7.26K | Sep 30, 2025 | - | - |
| Brand Asset Management Group, Inc. | 7.25K | Sep 30, 2025 | +1 | - |
| Golden State Equity Partners | 7.24K | Sep 30, 2025 | -28 | - |
| Revolve Wealth Partners, LLC | 7.22K | Sep 30, 2025 | +3.86K | - |
| Tranquility Partners, LLC | 7.18K | Sep 30, 2025 | +60 | - |
| THOMPSON SIEGEL & WALMSLEY LLC | 7.17K | Sep 30, 2025 | - | - |
| Greenhouse Wealth Management, LLC | 7.16K | Sep 30, 2025 | +24 | - |
| Cynosure Group, LLC | 7.16K | Sep 30, 2025 | +25 | - |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7.14K | Sep 30, 2025 | +1 | - |
| Skopos Labs, Inc. | 7.08K | Sep 30, 2025 | +120 | - |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 7.05K | Sep 30, 2025 | -5 | - |
| BOK Financial Private Wealth, Inc. | 7.05K | Sep 30, 2025 | - | - |
| Crestwood Advisors Group LLC | 7.03K | Sep 30, 2025 | +1.90K | - |
| Cranbrook Wealth Management, LLC | 7.02K | Sep 30, 2025 | - | - |
| Smithfield Trust Co | 6.94K | Sep 30, 2025 | -176 | - |
| Anson Capital, Inc. | 6.93K | Sep 30, 2025 | - | - |
| CAPE COD FIVE CENTS SAVINGS BANK | 6.91K | Sep 30, 2025 | - | - |
| HARBOUR INVESTMENTS, INC. | 6.88K | Sep 30, 2025 | +291 | - |
| Advisor OS, LLC | 6.85K | Sep 30, 2025 | +118 | - |
| Cassia Capital Partners, LLC | 6.84K | Sep 30, 2025 | -452 | - |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6.83K | Sep 30, 2025 | +6.83K | - |
| Triad Wealth Partners, LLC | 6.83K | Sep 30, 2025 | +123 | - |
| Capital Analysts, LLC | 6.80K | Sep 30, 2025 | -40 | - |
| Moss Adams Wealth Advisors LLC | 6.79K | Sep 30, 2025 | - | - |
| Bear Mountain Capital, Inc. | 6.78K | Sep 30, 2025 | - | - |
| First PREMIER Bank | 6.78K | Sep 30, 2025 | -94 | - |
| McNaughton Wealth Management, LLC | 6.78K | Sep 30, 2025 | -118 | - |
| Davies Financial Advisors, Inc. | 6.77K | Sep 30, 2025 | +39 | - |
| CWA Asset Management Group, LLC | 6.73K | Sep 30, 2025 | -550 | - |
| First Bancorp, Inc /ME/ | 6.70K | Sep 30, 2025 | +423 | - |
| Ballew Advisors, Inc | 6.68K | Sep 30, 2025 | +2 | - |
| Wedmont Private Capital | 6.66K | Sep 30, 2025 | +3 | - |
| SilverOak Wealth Management LLC | 6.61K | Sep 30, 2025 | - | - |
| CENTAURUS FINANCIAL, INC. | 6.60K | Sep 30, 2025 | +400 | - |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6.60K | Sep 30, 2025 | - | - |
| Veracity Capital LLC | 6.54K | Sep 30, 2025 | -3 | - |
| Sanibel Captiva Trust Company, Inc. | 6.52K | Sep 30, 2025 | - | - |
| Advisory Resource Group | 6.47K | Sep 30, 2025 | +14 | - |
| Segment Wealth Management, LLC | 6.45K | Sep 30, 2025 | - | - |
| Axis Wealth Partners, LLC | 6.42K | Sep 30, 2025 | -22,283 | - |
| POSTROCK PARTNERS LLC | 6.38K | Sep 30, 2025 | - | - |
| Relyea Zuckerberg Hanson LLC | 6.35K | Sep 30, 2025 | -1,594 | - |
| Allen Mooney & Barnes Investment Advisors LLC | 6.33K | Sep 30, 2025 | - | - |
| CoreCap Advisors, LLC | 6.32K | Sep 30, 2025 | +1.06K | - |
| Madison Asset Management, LLC | 6.30K | Sep 30, 2025 | -890 | - |
| Mathes Company, Inc. | 6.30K | Sep 30, 2025 | - | - |
| RESTON WEALTH MANAGEMENT LLC | 6.29K | Sep 30, 2025 | +19 | - |
| Bangor Savings Bank | 6.27K | Sep 30, 2025 | - | - |
| AAF Wealth Management, LLC | 6.25K | Sep 30, 2025 | +1.11K | - |
| FIRST AMERICAN TRUST, FSB | 6.24K | Sep 30, 2025 | +244 | - |
| CVFG LLC | 6.23K | Sep 30, 2025 | -50 | - |
| HOLLENCREST CAPITAL MANAGEMENT | 6.23K | Sep 30, 2025 | +106 | - |
| ALESCO ADVISORS LLC | 6.20K | Sep 30, 2025 | - | - |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 6.19K | Sep 30, 2025 | - | - |
| Holistic Planning, LLC | 6.18K | Sep 30, 2025 | -106 | - |
| Betterment LLC | 6.18K | Sep 30, 2025 | +1.46K | - |
| Windsor Capital Management, LLC | 6.17K | Sep 30, 2025 | - | - |
| Wise Wealth Partners | 6.17K | Sep 30, 2025 | - | - |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.11K | Sep 30, 2025 | -1,813 | - |
| Cordatus Wealth Management LLC | 6.11K | Sep 30, 2025 | -318 | - |
| Forum Financial Management, LP | 6.10K | Sep 30, 2025 | - | - |
| COMPASS CAPITAL CORP /MA/ /ADV | 6.07K | Sep 30, 2025 | +1.91K | - |
| Impact Capital Partners LLC | 6.05K | Sep 30, 2025 | +3.85K | - |
| RHUMBLINE ADVISERS | 6.05K | Sep 30, 2025 | +1.27K | - |
| MJP ASSOCIATES INC /ADV | 6.04K | Sep 30, 2025 | +44 | - |
| Freestone Capital Holdings, LLC | 6.01K | Sep 30, 2025 | +297 | - |
| Thomasville National Bank | 5.97K | Sep 30, 2025 | -825 | - |
| Richardson Capital Management LLC | 5.96K | Sep 30, 2025 | -45 | - |
| TABLEAUX LLC | 5.92K | Sep 30, 2025 | +2.96K | - |
| Bolthouse Investments, LLC | 5.92K | Sep 30, 2025 | - | - |
| BEARING POINT CAPITAL, LLC | 5.92K | Sep 30, 2025 | +1 | - |
| Pinnacle Bancorp, Inc. | 5.91K | Sep 30, 2025 | +23 | - |
| Vickerman Investment Advisors, Inc. | 5.83K | Sep 30, 2025 | -80 | - |
| SMI Advisory Services, LLC | 5.82K | Sep 30, 2025 | -73 | - |
| Kendall Capital Management | 5.80K | Sep 30, 2025 | - | - |
| Alpha Financial Partners, LLC | 5.80K | Sep 30, 2025 | +100 | - |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5.78K | Sep 30, 2025 | -164 | - |
| FAIRFIELD, BUSH & CO. | 5.75K | Sep 30, 2025 | -10 | - |
| Midwest Financial Group LLC | 5.73K | Sep 30, 2025 | +2.56K | - |
| Westmount Partners, LLC | 5.71K | Sep 30, 2025 | - | - |
| BAR HARBOR WEALTH MANAGEMENT | 5.71K | Sep 30, 2025 | -641 | - |
| Palisade Asset Management, LLC | 5.70K | Sep 30, 2025 | +1 | - |
| PARK NATIONAL CORP /OH/ | 5.69K | Sep 30, 2025 | -247 | - |
| Brookstone Capital Management | 5.69K | Sep 30, 2025 | -220 | - |
| Joel Isaacson & Co., LLC | 5.67K | Sep 30, 2025 | -98 | - |
| Trust Co of the South | 5.67K | Sep 30, 2025 | -211 | - |
| Brueske Advisory Services, LLC | 5.66K | Sep 30, 2025 | - | - |
| NICOLET BANKSHARES INC | 5.64K | Sep 30, 2025 | - | - |
| Forum Private Client Group LLC | 5.64K | Sep 30, 2025 | -190 | - |
| SFMG, LLC | 5.64K | Sep 30, 2025 | - | - |
| TFC Financial Management, Inc. | 5.61K | Sep 30, 2025 | - | - |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5.59K | Sep 30, 2025 | -35 | - |
| Sandy Cove Advisors, LLC | 5.58K | Sep 30, 2025 | +3 | - |
| PKS Advisory Services, LLC | 5.55K | Sep 30, 2025 | +2 | - |
| EQUITABLE TRUST CO | 5.53K | Sep 30, 2025 | +206 | - |
| Traveka Wealth, LLC | 5.51K | Sep 30, 2025 | +5.51K | - |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.49K | Sep 30, 2025 | +66 | - |
| BLODGETT WEALTH ADVISORS, LLC | 5.47K | Sep 30, 2025 | - | - |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 5.46K | Sep 30, 2025 | - | - |
| CALDWELL SUTTER CAPITAL, INC. | 5.46K | Sep 30, 2025 | - | - |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5.45K | Sep 30, 2025 | - | - |
| Carnegie Capital Asset Management, LLC | 5.45K | Sep 30, 2025 | -1,258 | - |
| Salomon & Ludwin, LLC | 5.42K | Sep 30, 2025 | -60 | - |
| Werba Rubin Papier Wealth Management | 5.42K | Sep 30, 2025 | +16 | - |
| WealthShield Partners, LLC | 5.39K | Sep 30, 2025 | +964 | - |
| GW&K Investment Management, LLC | 5.38K | Sep 30, 2025 | - | - |
| QRG CAPITAL MANAGEMENT, INC. | 5.38K | Sep 30, 2025 | -519 | - |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 5.34K | Sep 30, 2025 | - | - |
| Arbor Wealth Advisors LLC | 5.34K | Sep 30, 2025 | - | - |
| Beck Bode, LLC | 5.31K | Sep 30, 2025 | -2,901 | - |
| ENCOMPASS WEALTH ADVISORS, LLC | 5.31K | Sep 30, 2025 | - | - |
| STEVENS CAPITAL PARTNERS | 5.30K | Sep 30, 2025 | -221 | - |
| United Community Bank | 5.30K | Sep 30, 2025 | +2.00K | - |
| Altus Wealth Group LLC | 5.29K | Sep 30, 2025 | -969 | - |
| FIDUCIARY ADVISORS, INC. | 5.28K | Sep 30, 2025 | +1.49K | - |
| Nilsine Partners, LLC | 5.27K | Sep 30, 2025 | +2.80K | - |
| Federation des caisses Desjardins du Quebec | 5.27K | Sep 30, 2025 | +1.05K | - |
| BCS Private Wealth Management, Inc. | 5.27K | Sep 30, 2025 | - | - |
| Harbour Capital Advisors, LLC | 5.26K | Sep 30, 2025 | - | - |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.24K | Sep 30, 2025 | - | - |
| Canandaigua National Trust Co of Florida | 5.18K | Sep 30, 2025 | - | - |
| SOL Capital Management CO | 5.18K | Sep 30, 2025 | - | - |
| Hirtle Callaghan & Co LLC | 5.14K | Sep 30, 2025 | - | - |
| Dynamic Advisor Solutions LLC | 5.14K | Sep 30, 2025 | -620 | - |
| LMCG INVESTMENTS, LLC | 5.13K | Sep 30, 2025 | - | - |
| DBK Financial Counsel, LLC | 5.11K | Sep 30, 2025 | - | - |
| Everhart Financial Group, Inc. | 5.10K | Sep 30, 2025 | +86 | - |
| New Hampshire Trust | 5.07K | Sep 30, 2025 | - | - |
| Weil Company, Inc. | 5.04K | Sep 30, 2025 | - | - |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 5.03K | Sep 30, 2025 | +8 | - |
| KFA Private Wealth Group, LLC | 5.02K | Sep 30, 2025 | - | - |
| Israel Discount Bank of New York | 5.01K | Sep 30, 2025 | -397 | - |
| Herold Advisors, Inc. | 5.00K | Sep 30, 2025 | +1.45K | - |
| E&G Advisors, LP | 5.00K | Sep 30, 2025 | - | - |
| Facet Wealth, Inc. | 5.00K | Sep 30, 2025 | - | - |
| Christensen, King & Associates Investment Services, Inc. | 4.99K | Sep 30, 2025 | +372 | - |
| Valued Retirements, Inc. | 4.99K | Sep 30, 2025 | - | - |
| CASTLE WEALTH MANAGEMENT LLC | 4.96K | Sep 30, 2025 | - | - |
| Caprock Group, LLC | 4.95K | Sep 30, 2025 | +4.95K | - |
| LAKE STREET FINANCIAL LLC | 4.88K | Sep 30, 2025 | +102 | - |
| MGO ONE SEVEN LLC | 4.87K | Sep 30, 2025 | +655 | - |
| M1 Capital Management LLC | 4.86K | Sep 30, 2025 | - | - |
| FIRST FINANCIAL CORP /IN/ | 4.84K | Sep 30, 2025 | - | - |
| Golden State Wealth Management, LLC | 4.83K | Sep 30, 2025 | +3 | - |
| Colonial Trust Co / SC | 4.83K | Sep 30, 2025 | - | - |
| MONTAG A & ASSOCIATES INC | 4.81K | Sep 30, 2025 | - | - |
| Clal Insurance Enterprises Holdings Ltd | 4.80K | Sep 30, 2025 | - | - |
| Register Financial Advisors LLC | 4.78K | Sep 30, 2025 | -660 | - |
| EXENCIAL WEALTH ADVISORS, LLC | 4.78K | Sep 30, 2025 | +4.78K | - |
| NCM Capital Management, LLC | 4.75K | Sep 30, 2025 | - | - |
| Summit Trail Advisors, LLC | 4.75K | Sep 30, 2025 | - | - |
| InvesTrust | 4.74K | Sep 30, 2025 | - | - |
| Jefferies Financial Group Inc. | 4.74K | Sep 30, 2025 | - | - |
| Colonial Trust Advisors | 4.73K | Sep 30, 2025 | - | - |
| 49 WEALTH MANAGEMENT, LLC | 4.72K | Sep 30, 2025 | +16 | - |
| Holistic Financial Partners | 4.71K | Sep 30, 2025 | - | - |
| Stonebrook Private Inc. | 4.71K | Sep 30, 2025 | - | - |
| LOCKERMAN FINANCIAL GROUP, INC. | 4.71K | Sep 30, 2025 | - | - |
| Cadence Bank | 4.70K | Sep 30, 2025 | - | - |
| Farmers & Merchants Trust Co of Chambersburg PA | 4.70K | Sep 30, 2025 | - | - |
| Resurgent Financial Advisors LLC | 4.67K | Sep 30, 2025 | - | - |
| Trust Co | 4.66K | Sep 30, 2025 | +493 | - |
| IFG Advisory, LLC | 4.66K | Sep 30, 2025 | +302 | - |
| Flagship Private Wealth, LLC | 4.64K | Sep 30, 2025 | -215 | - |
| Broadview Financial Management, LLC | 4.63K | Sep 30, 2025 | -43 | - |
| Ledyard National Bank | 4.62K | Sep 30, 2025 | - | - |
| West Oak Capital, LLC | 4.60K | Sep 30, 2025 | - | - |
| DEUTSCHE BANK AG\ | 4.59K | Sep 30, 2025 | +113 | - |
| Vise Technologies, Inc. | 4.58K | Sep 30, 2025 | +1.87K | - |
| PBMares Wealth Management LLC | 4.55K | Sep 30, 2025 | - | - |
| Invera Wealth Advisors, LLC | 4.52K | Sep 30, 2025 | - | - |
| King Wealth | 4.52K | Sep 30, 2025 | - | - |
| Fortis Capital Advisors, LLC | 4.51K | Sep 30, 2025 | -147 | - |
| MWA Asset Management | 4.50K | Sep 30, 2025 | -35 | - |
| Advisory Alpha, LLC | 4.50K | Sep 30, 2025 | +87 | - |
| HOHIMER WEALTH MANAGEMENT, LLC | 4.45K | Sep 30, 2025 | - | - |
| Checchi Capital Advisers, LLC | 4.44K | Sep 30, 2025 | - | - |
| Keel Point, LLC | 4.44K | Sep 30, 2025 | +10 | - |
| BankPlus Trust Department | 4.44K | Sep 30, 2025 | - | - |
| Guardian Asset Advisors, LLC | 4.43K | Sep 30, 2025 | -647 | - |
| James J. Burns & Company, LLC | 4.42K | Sep 30, 2025 | -602 | - |
| TBH Global Asset Management, LLC | 4.42K | Sep 30, 2025 | +4.42K | - |
| HMS Capital Management, LLC | 4.39K | Sep 30, 2025 | - | - |
| Plancorp, LLC | 4.39K | Sep 30, 2025 | -445 | - |
| Bell Bank | 4.33K | Sep 30, 2025 | - | - |
| Truepoint, Inc. | 4.31K | Sep 30, 2025 | - | - |
| Bouchey Financial Group Ltd | 4.30K | Sep 30, 2025 | +80 | - |
| Legacy Financial Advisors, Inc. | 4.30K | Sep 30, 2025 | -420 | - |
| Mason Investment Advisory Services, Inc. | 4.29K | Sep 30, 2025 | +1.77K | - |
| NATIONAL BANK OF CANADA /FI/ | 4.26K | Sep 30, 2025 | +1.12K | - |
| Founders Financial Alliance, LLC | 4.25K | Sep 30, 2025 | +1.69K | - |
| NFP Retirement, Inc. | 4.25K | Sep 30, 2025 | - | - |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4.25K | Sep 30, 2025 | +688 | - |
| MTM Investment Management, LLC | 4.23K | Sep 30, 2025 | - | - |
| Community Bank of Raymore | 4.23K | Sep 30, 2025 | - | - |
| Redhawk Wealth Advisors, Inc. | 4.22K | Sep 30, 2025 | -320 | - |
| BlueChip Wealth Advisors LLC | 4.22K | Sep 30, 2025 | - | - |
| Patriot Financial Group Insurance Agency, LLC | 4.22K | Sep 30, 2025 | -263 | - |
| CAPITAL CITY TRUST CO/FL | 4.21K | Sep 30, 2025 | - | - |
| NORTHEAST INVESTMENT MANAGEMENT | 4.21K | Sep 30, 2025 | - | - |
| AdvisorNet Financial, Inc | 4.18K | Sep 30, 2025 | -419 | - |
| Mutual Advisors, LLC | 4.18K | Sep 30, 2025 | +727 | - |
| SENTINEL TRUST CO LBA | 4.17K | Sep 30, 2025 | - | - |
| Blue Zone Wealth Advisors, LLC | 4.16K | Sep 30, 2025 | -12 | - |
| Versant Capital Management, Inc | 4.14K | Sep 30, 2025 | - | - |
| Baker Avenue Asset Management, LP | 4.12K | Sep 30, 2025 | +13 | - |
| Bridgewater Advisors Inc. | 4.12K | Sep 30, 2025 | -200 | - |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.11K | Sep 30, 2025 | +484 | - |
| Magnus Financial Group LLC | 4.11K | Sep 30, 2025 | +163 | - |
| Intrua Financial, LLC | 4.10K | Sep 30, 2025 | -1,192 | - |
| ARROW FINANCIAL CORP | 4.08K | Sep 30, 2025 | - | - |
| Aprio Wealth Management, LLC | 4.07K | Sep 30, 2025 | +14 | - |
| Lutz Financial Services LLC | 4.07K | Sep 30, 2025 | -3 | - |
| JGP Wealth Management, LLC | 4.06K | Sep 30, 2025 | +382 | - |
| RICHARDSON FINANCIAL SERVICES INC. | 4.05K | Sep 30, 2025 | +816 | - |
| Phoenix Wealth Advisors | 4.00K | Sep 30, 2025 | - | - |
| REDW Wealth LLC | 4.00K | Sep 30, 2025 | - | - |
| RFG Advisory, LLC | 4.00K | Sep 30, 2025 | -262 | - |
| ASSOCIATED BANC-CORP | 4.00K | Sep 30, 2025 | - | - |
| Ironwood Wealth Management, LLC. | 3.99K | Sep 30, 2025 | -11 | - |
| Antonelli Financial Advisors, LLC | 3.98K | Sep 30, 2025 | -675 | - |
| Prairie Wealth Advisors, Inc. | 3.96K | Sep 30, 2025 | - | - |
| Sovran Advisors, LLC | 3.94K | Sep 30, 2025 | -2,040 | - |
| SAX WEALTH ADVISORS, LLC | 3.94K | Sep 30, 2025 | +1 | - |
| TOBIAS FINANCIAL ADVISORS, INC. | 3.93K | Sep 30, 2025 | +987 | - |
| Duncan Williams Asset Management, LLC | 3.92K | Sep 30, 2025 | -260 | - |
| First National Advisers, LLC | 3.90K | Sep 30, 2025 | - | - |
| Guidance Point Advisors, LLC | 3.89K | Sep 30, 2025 | +1 | - |
| Tanager Wealth Management LLP | 3.88K | Sep 30, 2025 | - | - |
| Landmark Wealth Management, LLC | 3.88K | Sep 30, 2025 | +34 | - |
| Affinity Capital Advisors, LLC | 3.86K | Sep 30, 2025 | -2,825 | - |
| Colorado Capital Management, Inc. | 3.86K | Sep 30, 2025 | -341 | - |
| MGB Wealth Management, LLC | 3.85K | Sep 30, 2025 | +3.85K | - |
| PACK Private Wealth, LLC | 3.82K | Sep 30, 2025 | - | - |
| Financial Alternatives, Inc | 3.81K | Sep 30, 2025 | - | - |
| Bernardo Wealth Planning LLC | 3.81K | Sep 30, 2025 | -32 | - |
| Optas, LLC | 3.80K | Sep 30, 2025 | - | - |
| V2 Financial group LLC | 3.80K | Sep 30, 2025 | - | - |
| EVERMAY WEALTH MANAGEMENT LLC | 3.78K | Sep 30, 2025 | - | - |
| CPA Asset Management LLC | 3.78K | Sep 30, 2025 | - | - |
| CRA Financial Services, LLC | 3.78K | Sep 30, 2025 | +1 | - |
| Atlantic Edge Private Wealth Management, LLC | 3.76K | Sep 30, 2025 | - | - |
| Poehling Capital Management, INC. | 3.75K | Sep 30, 2025 | +163 | - |
| Waterfront Wealth Inc. | 3.74K | Sep 30, 2025 | -83 | - |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 3.72K | Sep 30, 2025 | - | - |
| Winthrop Capital Management, LLC | 3.72K | Sep 30, 2025 | - | - |
| HM PAYSON & CO | 3.71K | Sep 30, 2025 | -400 | - |
| EWA, LLC | 3.70K | Sep 30, 2025 | -67 | - |
| Towerpoint Wealth, LLC | 3.69K | Sep 30, 2025 | +308 | - |
| Shelter Mutual Insurance Co | 3.66K | Sep 30, 2025 | -390 | - |
| LBMC INVESTMENT ADVISORS, LLC | 3.66K | Sep 30, 2025 | - | - |
| VICTORY FINANCIAL GROUP, LLC | 3.64K | Sep 30, 2025 | - | - |
| OAK HARBOR WEALTH PARTNERS, LLC | 3.64K | Sep 30, 2025 | +16 | - |
| FIRST MANHATTAN CO. LLC. | 3.64K | Sep 30, 2025 | - | - |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3.62K | Sep 30, 2025 | +1 | - |
| Boston Common Asset Management, LLC | 3.60K | Sep 30, 2025 | +700 | - |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3.60K | Sep 30, 2025 | -51 | - |
| Fisher Asset Management, LLC | 3.60K | Sep 30, 2025 | +3.60K | - |
| BURNEY CO/ | 3.58K | Sep 30, 2025 | +934 | - |
| D. SCOTT NEAL, INC. | 3.56K | Sep 30, 2025 | - | - |
| ADE, LLC | 3.56K | Sep 30, 2025 | +3.56K | - |
| Gallagher Fiduciary Advisors, LLC | 3.55K | Sep 30, 2025 | +157 | - |
| Crewe Advisors LLC | 3.55K | Sep 30, 2025 | - | - |
| UNITED BANK | 3.54K | Sep 30, 2025 | - | - |
| SPINNAKER TRUST | 3.52K | Sep 30, 2025 | - | - |
| Topel & Distasi Wealth Management, LLC | 3.52K | Sep 30, 2025 | - | - |
| Bruce G. Allen Investments, LLC | 3.51K | Sep 30, 2025 | +12 | - |
| Journey Beyond Wealth, LLC | 3.45K | Sep 30, 2025 | - | - |
| HOWLAND CAPITAL MANAGEMENT LLC | 3.42K | Sep 30, 2025 | -100 | - |
| TRITONPOINT WEALTH, LLC | 3.41K | Sep 30, 2025 | +3 | - |
| Madden Advisory Services, Inc. | 3.40K | Sep 30, 2025 | +8 | - |
| ACIMA PRIVATE WEALTH, LLC | 3.40K | Sep 30, 2025 | - | - |
| ECLECTIC ASSOCIATES INC /ADV | 3.40K | Sep 30, 2025 | -411 | - |
| WEDGEWOOD INVESTORS INC /PA/ | 3.37K | Sep 30, 2025 | -115 | - |
| Biltmore Family Office, LLC | 3.35K | Sep 30, 2025 | - | - |
| Kure Advisory, LLC | 3.33K | Sep 30, 2025 | - | - |
| Objectivity Squared, LLC | 3.30K | Sep 30, 2025 | +117 | - |
| GUYASUTA INVESTMENT ADVISORS INC | 3.30K | Sep 30, 2025 | - | - |
| Avantax Planning Partners, Inc. | 3.30K | Sep 30, 2025 | -661 | - |
| Sage Financial Management Group, Inc. | 3.29K | Sep 30, 2025 | - | - |
| Future Fund LLC | 3.29K | Sep 30, 2025 | - | - |
| Alpine Bank Wealth Management | 3.29K | Sep 30, 2025 | - | - |
| MERIDIAN INVESTMENT COUNSEL INC. | 3.27K | Sep 30, 2025 | - | - |
| Legacy Wealth Management, LLC / MS | 3.27K | Sep 30, 2025 | -1,008 | - |
| ARS Wealth Advisors Group, LLC | 3.26K | Sep 30, 2025 | +2 | - |
| VisionPoint Advisory Group, LLC | 3.25K | Sep 30, 2025 | -1,045 | - |
| GHP Investment Advisors, Inc. | 3.23K | Sep 30, 2025 | - | - |
| Detalus Advisors, LLC | 3.22K | Sep 30, 2025 | -38 | - |
| Cartesian Growth Corp | 3.22K | Sep 30, 2025 | - | - |
| Tennessee Valley Asset Management Partners | 3.20K | Sep 30, 2025 | +3.20K | - |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 3.19K | Sep 30, 2025 | - | - |
| Willow Creek Wealth Management Inc. | 3.19K | Sep 30, 2025 | -366 | - |
| RPS ADVISORY SOLUTIONS LLC | 3.19K | Sep 30, 2025 | +3.19K | - |
| Riverview Trust Co | 3.18K | Sep 30, 2025 | - | - |
| Thrive Capital Management, LLC | 3.17K | Sep 30, 2025 | +3.17K | - |
| Formidable Asset Management, LLC | 3.16K | Sep 30, 2025 | - | - |
| ALLSTATE CORP | 3.15K | Sep 30, 2025 | +3.15K | - |
| Strategic Financial Concepts, LLC | 3.15K | Sep 30, 2025 | +10 | - |
| RFG - Bristol Wealth Advisors, LLC | 3.15K | Sep 30, 2025 | -464 | - |
| Arete Wealth Advisors, LLC | 3.14K | Sep 30, 2025 | +218 | - |
| Diversified Portfolios, Inc. | 3.14K | Sep 30, 2025 | -12 | - |
| O'ROURKE & COMPANY, Inc | 3.13K | Sep 30, 2025 | - | - |
| PETTYJOHN, WOOD & WHITE, INC | 3.12K | Sep 30, 2025 | -25 | - |
| ROCKLAND TRUST CO | 3.12K | Sep 30, 2025 | +3.12K | - |
| Emerald Advisors, LLC | 3.12K | Sep 30, 2025 | - | - |
| Main Line Retirement Advisors, LLC | 3.10K | Sep 30, 2025 | +10 | - |
| Members Trust Co | 3.10K | Sep 30, 2025 | -1,345 | - |
| Three Cord True Wealth Management, LLC | 3.10K | Sep 30, 2025 | - | - |
| Arbor Investment Advisors, LLC | 3.10K | Sep 30, 2025 | - | - |
| Petros Family Wealth, LLC | 3.10K | Sep 30, 2025 | - | - |
| Marble Harbor Investment Counsel, LLC | 3.10K | Sep 30, 2025 | - | - |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.08K | Sep 30, 2025 | - | - |
| First Bank & Trust | 3.08K | Sep 30, 2025 | +139 | - |
| GREAT OAK CAPITAL PARTNERS, LLC | 3.08K | Sep 30, 2025 | +11 | - |
| Peak Asset Management, LLC | 3.08K | Sep 30, 2025 | - | - |
| PLANWISER FINANCIAL, LLC | 3.08K | Sep 30, 2025 | -82 | - |
| Weaver Consulting Group | 3.06K | Sep 30, 2025 | - | - |
| Marshall & Sterling Wealth Advisors Inc. | 3.04K | Sep 30, 2025 | - | - |
| 1834 INVESTMENT ADVISORS CO | 3.03K | Sep 30, 2025 | - | - |
| Ulland Investment Advisors, LLC | 3.02K | Sep 30, 2025 | - | - |
| ADIRONDACK TRUST CO | 3.02K | Sep 30, 2025 | +517 | - |
| TPG Advisors LLC | 3.02K | Sep 30, 2025 | - | - |
| Obsidian Personal Planning Solutions LLC | 3.02K | Sep 30, 2025 | - | - |
| PRUDENTIAL FINANCIAL INC | 3.00K | Sep 30, 2025 | -1,200 | - |
| DHJJ Financial Advisors, Ltd. | 3.00K | Sep 30, 2025 | - | - |
| Royal Harbor Partners, LLC | 2.99K | Sep 30, 2025 | - | - |
| Umpqua Bank | 2.98K | Sep 30, 2025 | +2.98K | - |
| GSB Wealth Management, LLC | 2.98K | Sep 30, 2025 | - | - |
| Galvin, Gaustad & Stein, LLC | 2.96K | Sep 30, 2025 | - | - |
| Pure Financial Advisors, LLC | 2.96K | Sep 30, 2025 | -54 | - |
| PEDDOCK CAPITAL ADVISORS, LLC | 2.95K | Sep 30, 2025 | -54 | - |
| Apexium Financial, LP | 2.95K | Sep 30, 2025 | +9 | - |
| Accelerate Investment Advisors LLC | 2.94K | Sep 30, 2025 | -65 | - |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2.92K | Sep 30, 2025 | - | - |
| TAGStone Capital, Inc. | 2.92K | Sep 30, 2025 | - | - |
| Chancellor Financial Group WB LP | 2.91K | Sep 30, 2025 | -132 | - |
| ORG Partners LLC | 2.91K | Sep 30, 2025 | +2.91K | - |
| CFS Investment Advisory Services, LLC | 2.91K | Sep 30, 2025 | +141 | - |
| First County Bank /CT/ | 2.88K | Sep 30, 2025 | -175 | - |
| PGIM Custom Harvest LLC | 2.88K | Sep 30, 2025 | -76 | - |
| Shared Vision Wealth Group LLC | 2.87K | Sep 30, 2025 | +120 | - |
| Davis Investment Partners, LLC | 2.87K | Sep 30, 2025 | - | - |
| Main Street Financial Solutions, LLC | 2.86K | Sep 30, 2025 | - | - |
| NIXON PEABODY TRUST CO | 2.85K | Sep 30, 2025 | -500 | - |
| TigerOak Management, L.L.C. | 2.81K | Sep 30, 2025 | - | - |
| Fairman Group, LLC | 2.80K | Sep 30, 2025 | +5 | - |
| American Money Management, LLC | 2.80K | Sep 30, 2025 | - | - |
| ENZI WEALTH | 2.79K | Sep 30, 2025 | - | - |
| Nautilus Advisors LLC | 2.79K | Sep 30, 2025 | +2 | - |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 2.78K | Sep 30, 2025 | - | - |
| K.J. Harrison & Partners Inc | 2.77K | Sep 30, 2025 | +2.77K | - |
| ZWJ INVESTMENT COUNSEL INC | 2.76K | Sep 30, 2025 | +2.76K | - |
| Centerpoint Advisory Group | 2.75K | Sep 30, 2025 | -437 | - |
| Wealth Group Ltd | 2.75K | Sep 30, 2025 | - | - |
| Lantz Financial LLC | 2.75K | Sep 30, 2025 | - | - |
| Stephenson & Company, Inc. | 2.75K | Sep 30, 2025 | - | - |
| Octavia Wealth Advisors, LLC | 2.74K | Sep 30, 2025 | -85 | - |
| TCTC Holdings, LLC | 2.73K | Sep 30, 2025 | -61 | - |
| Hilltop Holdings Inc. | 2.72K | Sep 30, 2025 | -877 | - |
| GRANDFIELD & DODD, LLC | 2.71K | Sep 30, 2025 | - | - |
| INTEGRAL INVESTMENT ADVISORS, INC. | 2.71K | Sep 30, 2025 | - | - |
| Aspen Investment Management Inc | 2.70K | Sep 30, 2025 | - | - |
| Tortoise Investment Management, LLC | 2.70K | Sep 30, 2025 | - | - |
| Archford Capital Strategies, LLC | 2.70K | Sep 30, 2025 | - | - |
| Fiduciary Group LLC | 2.70K | Sep 30, 2025 | +330 | - |
| Abundance Wealth Counselors | 2.70K | Sep 30, 2025 | - | - |
| Front Row Advisors LLC | 2.69K | Sep 30, 2025 | - | - |
| Qube Research & Technologies Ltd | 2.68K | Sep 30, 2025 | -6,571 | - |
| TruWealth Advisors, LLC | 2.68K | Sep 30, 2025 | +18 | - |
| Heritage Financial Services, LLC | 2.68K | Sep 30, 2025 | -452 | - |
| jvl associates llc | 2.68K | Sep 30, 2025 | - | - |
| BRANDYWINE TRUST CO | 2.67K | Sep 30, 2025 | - | - |
| CIBC WORLD MARKET INC. | 2.66K | Sep 30, 2025 | -153 | - |
| American Trust | 2.65K | Sep 30, 2025 | +172 | - |
| Trail Ridge Investment Advisors, LLC | 2.64K | Sep 30, 2025 | - | - |
| Silverleafe Capital Partners, LLC | 2.64K | Sep 30, 2025 | - | - |
| ARS Investment Partners, LLC | 2.64K | Sep 30, 2025 | +139 | - |
| Pinkerton Retirement Specialists, LLC | 2.62K | Sep 30, 2025 | - | - |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 2.62K | Sep 30, 2025 | +8 | - |
| Alaethes Wealth LLC | 2.62K | Sep 30, 2025 | - | - |
| Perkins Coie Trust Co | 2.61K | Sep 30, 2025 | -90 | - |
| ICONIQ Capital, LLC | 2.60K | Sep 30, 2025 | - | - |
| Thrive Wealth Management, LLC | 2.59K | Sep 30, 2025 | - | - |
| FSM Wealth Advisors, LLC | 2.57K | Sep 30, 2025 | - | - |
| PACIFIC SUN FINANCIAL CORP | 2.56K | Sep 30, 2025 | - | - |
| TRUST CO OF VERMONT | 2.54K | Sep 30, 2025 | +86 | - |
| Principle Wealth Partners LLC | 2.54K | Sep 30, 2025 | -320 | - |
| Henrickson Nauta Wealth Advisors, Inc. | 2.54K | Sep 30, 2025 | -32 | - |
| BridgePort Financial Solutions, LLC | 2.53K | Sep 30, 2025 | -3 | - |
| Sky Investment Group LLC | 2.53K | Sep 30, 2025 | - | - |
| Clear Creek Financial Management, LLC | 2.52K | Sep 30, 2025 | - | - |
| Bright Futures Wealth Management, LLC. | 2.51K | Sep 30, 2025 | +2.51K | - |
| Vectors Research Management, LLC | 2.51K | Sep 30, 2025 | - | - |
| LVZ, Inc. | 2.50K | Sep 30, 2025 | -517 | - |
| ACCREDITED INVESTOR SERVICES, LLC | 2.50K | Sep 30, 2025 | -20 | - |
| BELLEVUE ASSET MANAGEMENT, LLC | 2.50K | Sep 30, 2025 | +30 | - |
| SCOTIA CAPITAL INC. | 2.49K | Sep 30, 2025 | -350 | - |
| Vawter Financial, Ltd. | 2.49K | Sep 30, 2025 | +2.49K | - |
| Asio Capital, LLC | 2.48K | Sep 30, 2025 | -65 | - |
| FIDELITY D & D BANCORP INC | 2.48K | Sep 30, 2025 | - | - |
| Ignite Planners, LLC | 2.47K | Sep 30, 2025 | +1 | - |
| Vident Advisory, LLC | 2.46K | Sep 30, 2025 | - | - |
| Lansing Street Advisors | 2.46K | Sep 30, 2025 | -10,482 | - |
| HighMark Wealth Management LLC | 2.45K | Sep 30, 2025 | +4 | - |
| Keystone Wealth Services, LLC | 2.45K | Sep 30, 2025 | - | - |
| Horizons Wealth Management | 2.45K | Sep 30, 2025 | -17 | - |
| Beacon Capital Management, LLC | 2.44K | Sep 30, 2025 | +194 | - |
| Frisch Financial Group, Inc. | 2.44K | Sep 30, 2025 | +6 | - |
| Hillman Capital Management, Inc. | 2.43K | Sep 30, 2025 | - | - |
| Enclave Advisors LLC | 2.43K | Sep 30, 2025 | +1 | - |
| GDS Wealth Management | 2.42K | Sep 30, 2025 | +11 | - |
| Hobbs Group Advisors, LLC | 2.41K | Sep 30, 2025 | - | - |
| SigFig Wealth Management, LLC | 2.40K | Sep 30, 2025 | +2.40K | - |
| BALDWIN BROTHERS LLC/MA | 2.40K | Sep 30, 2025 | - | - |
| Dunhill Financial, LLC | 2.39K | Sep 30, 2025 | - | - |
| Hilltop Partners LLC | 2.39K | Sep 30, 2025 | +2 | - |
| MARINO, STRAM & ASSOCIATES LLC | 2.38K | Sep 30, 2025 | -192 | - |
| ROMANO BROTHERS AND COMPANY | 2.38K | Sep 30, 2025 | - | - |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 2.37K | Sep 30, 2025 | - | - |
| Creative Capital Management Investments LLC | 2.37K | Sep 30, 2025 | - | - |
| Alpha Omega Wealth Management LLC | 2.37K | Sep 30, 2025 | -131 | - |
| Bollard Group LLC | 2.36K | Sep 30, 2025 | +5 | - |
| Courage Miller Partners, LLC | 2.35K | Sep 30, 2025 | - | - |
| Tradition Wealth Management, LLC | 2.33K | Sep 30, 2025 | +1 | - |
| DiNuzzo Private Wealth, Inc. | 2.33K | Sep 30, 2025 | - | - |
| SILVER OAK SECURITIES, INCORPORATED | 2.32K | Sep 30, 2025 | +96 | - |
| Welch Group, LLC | 2.32K | Sep 30, 2025 | +17 | - |
| Compass Ion Advisors, LLC | 2.32K | Sep 30, 2025 | - | - |
| PITCAIRN CO | 2.31K | Sep 30, 2025 | - | - |
| WEDBUSH SECURITIES INC | 2.31K | Sep 30, 2025 | -6,151 | - |
| Athena Investment Management | 2.30K | Sep 30, 2025 | - | - |
| RITHOLTZ WEALTH MANAGEMENT | 2.30K | Sep 30, 2025 | - | - |
| Benchmark Financial Wealth Advisors, LLC | 2.30K | Sep 30, 2025 | +8 | - |
| OneAscent Financial Services LLC | 2.29K | Sep 30, 2025 | -5 | - |
| MainStreet Investment Advisors LLC | 2.28K | Sep 30, 2025 | - | - |
| Confluence Wealth Services, Inc. | 2.28K | Sep 30, 2025 | - | - |
| Warburton Capital Management, LLC | 2.27K | Sep 30, 2025 | - | - |
| Signal Advisors Wealth, LLC | 2.27K | Sep 30, 2025 | +2.27K | - |
| PURE PORTFOLIOS HOLDINGS LLC | 2.26K | Sep 30, 2025 | -22 | - |
| FIRST TRUST ADVISORS LP | 2.25K | Sep 30, 2025 | - | - |
| MONEY CONCEPTS CAPITAL CORP | 2.25K | Sep 30, 2025 | +2.25K | - |
| MARIETTA INVESTMENT PARTNERS LLC | 2.25K | Sep 30, 2025 | +2.25K | - |
| Firestone Capital Management | 2.22K | Sep 30, 2025 | - | - |
| Stokes Family Office, LLC | 2.22K | Sep 30, 2025 | +16 | - |
| Barry Investment Advisors, LLC | 2.22K | Sep 30, 2025 | +2.22K | - |
| Mission Creek Capital Partners, Inc. | 2.22K | Sep 30, 2025 | - | - |
| PERSONAL CFO SOLUTIONS, LLC | 2.22K | Sep 30, 2025 | -1,071 | - |
| Premier Financial Group | 2.21K | Sep 30, 2025 | - | - |
| Fingerlakes Wealth Management, Inc. | 2.19K | Sep 30, 2025 | +5 | - |
| Arlington Financial Advisors, LLC | 2.19K | Sep 30, 2025 | +2.19K | - |
| Marion Wealth Management | 2.19K | Sep 30, 2025 | - | - |
| NORRIS PERNE & FRENCH LLP/MI | 2.19K | Sep 30, 2025 | - | - |
| Pettee Investors, Inc. | 2.18K | Sep 30, 2025 | - | - |
| Horizon Investment Services, LLC | 2.18K | Sep 30, 2025 | -15 | - |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.18K | Sep 30, 2025 | +35 | - |
| Armor Investment Advisors, LLC | 2.16K | Sep 30, 2025 | -7,324 | - |
| Apella Capital, LLC | 2.15K | Sep 30, 2025 | -186 | - |
| Financial Advisory Corp | 2.14K | Sep 30, 2025 | -60 | - |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.14K | Sep 30, 2025 | - | - |
| Fonville Wealth Management LLC | 2.12K | Sep 30, 2025 | +2.12K | - |
| Olistico Wealth, LLC | 2.11K | Sep 30, 2025 | -177 | - |
| Burns Matteson Capital Management, LLC | 2.10K | Sep 30, 2025 | +2.10K | - |
| Independent Family Office, LLC | 2.10K | Sep 30, 2025 | +2.10K | - |
| Pointe Capital Management LLC | 2.09K | Sep 30, 2025 | +2.09K | - |
| McAdam, LLC | 2.08K | Sep 30, 2025 | +2.08K | - |
| TRUST CO OF OKLAHOMA | 2.08K | Sep 30, 2025 | +2.08K | - |
| Topsail Wealth Management, LLC | 2.08K | Sep 30, 2025 | - | - |
| Stewardship Advisors, LLC | 2.07K | Sep 30, 2025 | +2.07K | - |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 2.06K | Sep 30, 2025 | - | - |
| Capital Advisors, Ltd. LLC | 2.05K | Sep 30, 2025 | +207 | - |
| MRP Capital Investments, LLC | 1.95K | Sep 30, 2025 | -625 | - |
| Spence Asset Management | 1.94K | Sep 30, 2025 | - | - |
| Millstone Evans Group, LLC | 1.93K | Sep 30, 2025 | - | - |
| VALLEY NATIONAL ADVISERS INC | 1.82K | Sep 30, 2025 | -2,068 | - |
| Integrity Financial Corp /WA | 1.80K | Sep 30, 2025 | - | - |
| Painted Porch Advisors LLC | 1.80K | Sep 30, 2025 | - | - |
| LGT Financial Advisors LLC | 1.77K | Sep 30, 2025 | +6 | - |
| Hamilton Point Investment Advisors, LLC | 1.76K | Sep 30, 2025 | +204 | - |
| Strategic Wealth Partners, Ltd. | 1.67K | Sep 30, 2025 | -1,419 | - |
| BALLAST ADVISORS LLC | 1.64K | Sep 30, 2025 | -231 | - |
| HAZLETT, BURT & WATSON, INC. | 1.62K | Sep 30, 2025 | -121 | - |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.58K | Sep 30, 2025 | +370 | - |
| CVA Family Office, LLC | 1.54K | Sep 30, 2025 | - | - |
| Financial Freedom, LLC | 1.54K | Sep 30, 2025 | +3 | - |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1.52K | Sep 30, 2025 | - | - |
| MJT & Associates Financial Advisory Group, Inc. | 1.50K | Sep 30, 2025 | - | - |
| New Republic Capital, LLC | 1.47K | Sep 30, 2025 | +2 | - |
| FSA Wealth Management LLC | 1.47K | Sep 30, 2025 | -210 | - |
| Capital Investment Advisory Services, LLC | 1.47K | Sep 30, 2025 | +49 | - |
| LRI Investments, LLC | 1.46K | Sep 30, 2025 | - | - |
| ROTHSCHILD INVESTMENT LLC | 1.44K | Sep 30, 2025 | -200 | - |
| Cetera Trust Company, N.A | 1.43K | Sep 30, 2025 | - | - |
| CNB Bank | 1.43K | Sep 30, 2025 | - | - |
| INVESTMENT COUNSEL CO OF NEVADA | 1.37K | Sep 30, 2025 | +1.37K | - |
| MORRIS FINANCIAL CONCEPTS, INC. | 1.36K | Sep 30, 2025 | - | - |
| ZRC WEALTH MANAGEMENT, LLC | 1.34K | Sep 30, 2025 | - | - |
| Nemes Rush Group LLC | 1.33K | Sep 30, 2025 | +4 | - |
| First Command Advisory Services, Inc. | 1.32K | Sep 30, 2025 | +953 | - |
| High Note Wealth, LLC | 1.31K | Sep 30, 2025 | -102 | - |
| Glen Eagle Advisors, LLC | 1.29K | Sep 30, 2025 | - | - |
| CHILTON CAPITAL MANAGEMENT LLC | 1.28K | Sep 30, 2025 | +1.28K | - |
| Darwin Wealth Management, LLC | 1.28K | Sep 30, 2025 | +4 | - |
| Vermillion & White Wealth Management Group, LLC | 1.28K | Sep 30, 2025 | - | - |
| Provenance Wealth Advisors, LLC | 1.27K | Sep 30, 2025 | - | - |
| MOTCO | 1.21K | Sep 30, 2025 | - | - |
| MARQUETTE ASSOCIATES, INC. | 1.20K | Sep 30, 2025 | - | - |
| Anchor Investment Management, LLC | 1.17K | Sep 30, 2025 | +1 | - |
| Root Financial Partners, LLC | 1.17K | Sep 30, 2025 | +1.17K | - |
| Aristotle Capital Boston, LLC | 1.16K | Sep 30, 2025 | -529 | - |
| Covenant Partners, LLC | 1.16K | Sep 30, 2025 | -205 | - |
| Park Place Capital Corp | 1.15K | Sep 30, 2025 | -791 | - |
| Truvestments Capital LLC | 1.14K | Sep 30, 2025 | - | - |
| Washington Trust Advisors, Inc. | 1.14K | Sep 30, 2025 | +207 | - |
| Mechanics Financial Corp | 1.13K | Sep 30, 2025 | -104 | - |
| MANNING & NAPIER ADVISORS LLC | 1.12K | Sep 30, 2025 | +1.12K | - |
| Financial Perspectives, Inc | 1.04K | Sep 30, 2025 | -42 | - |
| West Financial Advisors, LLC | 1.04K | Sep 30, 2025 | - | - |
| ARCADIA INVESTMENT ADVISORS LLC | 1.04K | Sep 30, 2025 | - | - |
| Fourth Dimension Wealth, LLC | 1.03K | Sep 30, 2025 | +850 | - |
| Koesten, Hirschmann & Crabtree, INC. | 1.00K | Sep 30, 2025 | - | - |
| Avalon Trust Co | 1.00K | Sep 30, 2025 | - | - |
| HARRIS ASSOCIATES L P | 1.00K | Sep 30, 2025 | - | - |
| Rossby Financial, LCC | 997 | Sep 30, 2025 | +125 | - |
| Comprehensive Financial Planning, Inc./PA | 994 | Sep 30, 2025 | +1 | - |
| Raleigh Capital Management Inc. | 978 | Sep 30, 2025 | +763 | - |
| Lowe Wealth Advisors, LLC | 958 | Sep 30, 2025 | - | - |
| Corsicana & Co. | 948 | Sep 30, 2025 | +948 | - |
| Hopwood Financial Services, Inc. | 945 | Sep 30, 2025 | - | - |
| Morse Asset Management, Inc | 921 | Sep 30, 2025 | - | - |
| MMA ASSET MANAGEMENT LLC | 914 | Sep 30, 2025 | +914 | - |
| Glass Jacobson Investment Advisors llc | 913 | Sep 30, 2025 | +193 | - |
| Piscataqua Savings Bank | 900 | Sep 30, 2025 | - | - |
| HIGHLINE WEALTH PARTNERS LLC | 892 | Sep 30, 2025 | +154 | - |
| Asset Dedication, LLC | 887 | Sep 30, 2025 | - | - |
| CX Institutional | 866 | Sep 30, 2025 | +682 | - |
| Bogart Wealth, LLC | 863 | Sep 30, 2025 | +13 | - |
| Select Equity Group, L.P. | 858 | Sep 30, 2025 | +858 | - |
| GPS Wealth Strategies Group, LLC | 835 | Sep 30, 2025 | - | - |
| Roxbury Financial LLC | 794 | Sep 30, 2025 | -37 | - |
| Key FInancial Inc | 773 | Sep 30, 2025 | +301 | - |
| PITTENGER & ANDERSON INC | 766 | Sep 30, 2025 | - | - |
| BARRETT & COMPANY, INC. | 749 | Sep 30, 2025 | - | - |
| Redwood Park Advisors LLC | 749 | Sep 30, 2025 | - | - |
| Morling Financial Advisors, LLC | 701 | Sep 30, 2025 | +101 | - |
| Knott David M Jr | 695 | Sep 30, 2025 | +695 | - |
| Quaker Wealth Management, LLC | 686 | Sep 30, 2025 | - | - |
| American Capital Advisory, LLC | 675 | Sep 30, 2025 | - | - |
| Hughes Financial Services, LLC | 668 | Sep 30, 2025 | - | - |
| WealthCollab, LLC | 664 | Sep 30, 2025 | - | - |
| North Capital, Inc. | 660 | Sep 30, 2025 | +1 | - |
| AMERIFLEX GROUP, INC. | 650 | Sep 30, 2025 | -713 | - |
| Colony Family Offices, LLC | 638 | Sep 30, 2025 | - | - |
| MPWM ADVISORY SOLUTIONS, LLC | 612 | Sep 30, 2025 | -60 | - |
| Clearstead Trust, LLC | 603 | Sep 30, 2025 | -393 | - |
| Copia Wealth Management | 584 | Sep 30, 2025 | - | - |
| Providence Capital Advisors, LLC | 580 | Sep 30, 2025 | - | - |
| Transamerica Financial Advisors, Inc. | 578 | Sep 30, 2025 | +2 | - |
| Cornerstone Planning Group LLC | 573 | Sep 30, 2025 | +573 | - |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 569 | Sep 30, 2025 | +171 | - |
| Milestone Investment Advisors LLC | 562 | Sep 30, 2025 | - | - |
| Woodside Wealth Management LLC | 560 | Sep 30, 2025 | - | - |
| Crews Bank & Trust | 525 | Sep 30, 2025 | +100 | - |
| Cedar Mountain Advisors, LLC | 509 | Sep 30, 2025 | - | - |
| Coston, McIsaac & Partners | 500 | Sep 30, 2025 | - | - |
| Bank of New Hampshire | 500 | Sep 30, 2025 | - | - |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 488 | Sep 30, 2025 | +488 | - |
| Private Wealth Management Group, LLC | 488 | Sep 30, 2025 | -30 | - |
| Rise Advisors, LLC | 472 | Sep 30, 2025 | +1 | - |
| Atlantic Private Wealth, LLC | 466 | Sep 30, 2025 | - | - |
| Provident Wealth Management, LLC | 460 | Sep 30, 2025 | - | - |
| Pacific Center for Financial Services | 448 | Sep 30, 2025 | - | - |
| Moisand Fitzgerald Tamayo, LLC | 418 | Sep 30, 2025 | - | - |
| Mascoma Wealth Management LLC | 406 | Sep 30, 2025 | - | - |
| Coastal Investment Advisors, Inc. | 401 | Sep 30, 2025 | -103 | - |
| Smartleaf Asset Management LLC | 400 | Sep 30, 2025 | +263 | - |
| WOLFF WIESE MAGANA LLC | 398 | Sep 30, 2025 | - | - |
| Physician Wealth Advisors, Inc. | 390 | Sep 30, 2025 | -3 | - |
| CARDIFF PARK ADVISORS, LLC | 380 | Sep 30, 2025 | - | - |
| Rialto Wealth Management, LLC | 379 | Sep 30, 2025 | -288 | - |
| Security National Bank | 360 | Sep 30, 2025 | - | - |
| Future Financial Wealth Managment LLC | 343 | Sep 30, 2025 | - | - |
| Paladin Advisory Group, LLC | 337 | Sep 30, 2025 | - | - |
| TOWER TRUST & INVESTMENT Co | 320 | Sep 30, 2025 | - | - |
| HHM Wealth Advisors, LLC | 312 | Sep 30, 2025 | - | - |
| Concord Wealth Partners | 305 | Sep 30, 2025 | - | - |
| Advantage Trust Co | 304 | Sep 30, 2025 | - | - |
| GODSEY & GIBB, INC | 300 | Sep 30, 2025 | - | - |
| PEOPLES FINANCIAL SERVICES CORP. | 300 | Sep 30, 2025 | - | - |
| First Pacific Financial | 297 | Sep 30, 2025 | -3 | - |
| SJS Investment Consulting Inc. | 295 | Sep 30, 2025 | - | - |
| PIN OAK INVESTMENT ADVISORS INC | 247 | Sep 30, 2025 | - | - |
| Hemington Wealth Management | 231 | Sep 30, 2025 | - | - |
| Financial Gravity Asset Management, Inc. | 222 | Sep 30, 2025 | +222 | - |
| ST GERMAIN D J CO INC | 216 | Sep 30, 2025 | - | - |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 206 | Sep 30, 2025 | - | - |
| Westside Investment Management, Inc. | 200 | Sep 30, 2025 | - | - |
| RMG Wealth Management LLC | 193 | Sep 30, 2025 | - | - |
| Measured Wealth Private Client Group, LLC | 192 | Sep 30, 2025 | +192 | - |
| Smallwood Wealth Investment Management, LLC | 190 | Sep 30, 2025 | - | - |
| Core Alternative Capital | 190 | Sep 30, 2025 | - | - |
| GABLES CAPITAL MANAGEMENT INC. | 190 | Sep 30, 2025 | - | - |
| McIlrath & Eck, LLC | 182 | Sep 30, 2025 | - | - |
| KELLEHER FINANCIAL ADVISORS | 180 | Sep 30, 2025 | +180 | - |
| McClarren Financial Advisors, Inc. | 166 | Sep 30, 2025 | -3,724 | - |
| Eukles Asset Management | 166 | Sep 30, 2025 | - | - |
| ARMSTRONG ADVISORY GROUP, INC | 159 | Sep 30, 2025 | - | - |
| Newbridge Financial Services Group, Inc. | 145 | Sep 30, 2025 | - | - |
| ROCKY MOUNTAIN ADVISERS, LLC | 144 | Sep 30, 2025 | - | - |
| Main Management LLC | 144 | Sep 30, 2025 | - | - |
| Sound Income Strategies, LLC | 140 | Sep 30, 2025 | - | - |
| SIGNATUREFD, LLC | 138 | Sep 30, 2025 | - | - |
| JPL Wealth Management, LLC | 134 | Sep 30, 2025 | +134 | - |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | Sep 30, 2025 | - | - |
| NWK Group, Inc. | 128 | Sep 30, 2025 | - | - |
| Legacy Wealth Managment, LLC/ID | 126 | Sep 30, 2025 | -284 | - |
| IAG Wealth Partners, LLC | 126 | Sep 30, 2025 | - | - |
| EVOLUTION WEALTH MANAGEMENT INC. | 123 | Sep 30, 2025 | -122 | - |
| Guerra Advisors Inc | 118 | Sep 30, 2025 | +118 | - |
| FLAGSHIP WEALTH ADVISORS, LLC | 109 | Sep 30, 2025 | - | - |
| FINANCIAL CONSULATE, INC | 108 | Sep 30, 2025 | +108 | - |
| Bank of Jackson Hole Trust | 108 | Sep 30, 2025 | - | - |
| Compass Financial Services Inc | 101 | Sep 30, 2025 | +101 | - |
| Pandora Wealth, Inc. | 100 | Sep 30, 2025 | - | - |
| Jackson, Grant Investment Advisers, Inc. | 100 | Sep 30, 2025 | - | - |
| Strive Asset Management, LLC | 99 | Sep 30, 2025 | +99 | - |
| Hilltop National Bank | 87 | Sep 30, 2025 | - | - |
| Luminist Capital LLC | 76 | Sep 30, 2025 | +68 | - |
| FIRST COMMUNITY TRUST NA | 74 | Sep 30, 2025 | - | - |
| Clean Yield Group | 56 | Sep 30, 2025 | +56 | - |
| Valued Wealth Advisors LLC | 52 | Sep 30, 2025 | - | - |
| BTG Pactual Asset Management US LLC | 49 | Sep 30, 2025 | - | - |
| Abound Wealth Management | 39 | Sep 30, 2025 | -10 | - |
| FWL INVESTMENT MANAGEMENT, LLC | 39 | Sep 30, 2025 | -1,720 | - |
| Rosenberg Matthew Hamilton | 38 | Sep 30, 2025 | -55 | - |
| Cloud Capital Management, LLC | 36 | Sep 30, 2025 | +36 | - |
| EXCHANGE TRADED CONCEPTS, LLC | 32 | Sep 30, 2025 | -100 | - |
| Tower Research Capital LLC (TRC) | 27 | Sep 30, 2025 | -17,528 | - |
| Quest 10 Wealth Builders, Inc. | 24 | Sep 30, 2025 | - | - |
| Sellwood Consulting LLC | 24 | Sep 30, 2025 | - | - |
| Avion Wealth | 22 | Sep 30, 2025 | - | - |
| Kiker Wealth Management, LLC | 21 | Sep 30, 2025 | +21 | - |
| 10Elms LLP | 20 | Sep 30, 2025 | - | - |
| Caitlin John, LLC | 20 | Sep 30, 2025 | +20 | - |
| LONDON CO OF VIRGINIA | 19 | Sep 30, 2025 | +13 | - |
| Spurstone Advisory Services, LLC | 17 | Sep 30, 2025 | - | - |
| Horizon Investments, LLC | 16 | Sep 30, 2025 | - | - |
| N.E.W. Advisory Services LLC | 14 | Sep 30, 2025 | - | - |
| New Millennium Group LLC | 11 | Sep 30, 2025 | -490 | - |
| LOGAN CAPITAL MANAGEMENT INC | 10 | Sep 30, 2025 | - | - |
| Creekmur Asset Management LLC | 9 | Sep 30, 2025 | - | - |
| Wealth Watch Advisors, INC | 6 | Sep 30, 2025 | +6 | - |
| Kozak & Associates, Inc. | 5 | Sep 30, 2025 | +5 | - |
| SYM FINANCIAL Corp | 5 | Sep 30, 2025 | - | - |
| REAP Financial Group, LLC | 5 | Sep 30, 2025 | +5 | - |
| Global Wealth Strategies & Associates | 2 | Sep 30, 2025 | - | - |
| Abich Financial Wealth Management LLC | 2 | Sep 30, 2025 | +2 | - |
| CLEAR STREET MARKETS LLC | 1 | Sep 30, 2025 | +1 | - |
| Performa Ltd (US), LLC | 1 | Sep 30, 2025 | - | - |
| HRT FINANCIAL LP | 0 | Sep 30, 2025 | -21,331 | - |
| Ridgewood Investments LLC | 0 | Sep 30, 2025 | -928 | - |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 0 | Sep 30, 2025 | -92 | - |
| Tillman Hartley LLC | 0 | Sep 30, 2025 | -3,000 | - |
| Optivise Advisory Services LLC | 0 | Sep 30, 2025 | -9,940 | - |
| Traub Capital Management LLC | 0 | Sep 30, 2025 | -400 | - |
| Frazier Financial Advisors, LLC | 0 | Sep 30, 2025 | -39 | - |
| Flaharty Asset Management, LLC | 0 | Sep 30, 2025 | -1,541 | - |
| 17 CAPITAL PARTNERS, LLC | 0 | Sep 30, 2025 | -2,277 | - |
| Wealthquest Corp | 0 | Sep 30, 2025 | -8,015 | - |
| KING LUTHER CAPITAL MANAGEMENT CORP | 0 | Sep 30, 2025 | -3,004 | - |
| Breakwater Investment Management | 0 | Sep 30, 2025 | -388 | - |
| TWO SIGMA SECURITIES, LLC | 0 | Sep 30, 2025 | -16,445 | - |
| AlphaStar Capital Management, LLC | 0 | Sep 30, 2025 | -5,529 | - |
| TUDOR INVESTMENT CORP ET AL | 0 | Sep 30, 2025 | -58,832 | - |
| My Personal CFO, LLC | 0 | Sep 30, 2025 | -5,718 | - |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0 | Sep 30, 2025 | -25 | - |
| Keystone Global Partners, LLC | 0 | Sep 30, 2025 | -49 | - |
| Garde Capital, Inc. | 0 | Sep 30, 2025 | -516 | - |
| Hoese & Co LLP | 0 | Sep 30, 2025 | -366 | - |
| Quantbot Technologies LP | 0 | Sep 30, 2025 | -699 | - |
| Waterloo Capital, L.P. | 0 | Sep 30, 2025 | -3,213 | - |
| MorganRosel Wealth Management, LLC | 0 | Sep 30, 2025 | -1,407 | - |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0 | Sep 30, 2025 | -2,328 | - |
| Sterling Investment Counsel, LLC | 0 | Sep 30, 2025 | -6,093 | - |
| West Branch Capital LLC | 0 | Sep 30, 2025 | -160 | - |
| SeaCrest Wealth Management, LLC | 0 | Sep 30, 2025 | -2,848 | - |
| ATTICUS WEALTH MANAGEMENT, LLC | 0 | Sep 30, 2025 | -415 | - |
| Old North State Trust, LLC | 0 | Sep 30, 2025 | -8,225 | - |
| SoundView Advisors Inc. | 0 | Sep 30, 2025 | -2,642 | - |
| IMS Capital Management | 0 | Sep 30, 2025 | -3,700 | - |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0 | Sep 30, 2025 | -436 | - |
| SRS Capital Advisors, Inc. | 0 | Sep 30, 2025 | -316 | - |
| Chevy Chase Trust Holdings, LLC | 0 | Sep 30, 2025 | -3,453 | - |
| Mach-1 Financial Group, LLC | 0 | Sep 30, 2025 | -5,020 | - |
| Monte Financial Group, LLC | 0 | Sep 30, 2025 | -2,422 | - |
| HSBC HOLDINGS PLC | 0 | Sep 30, 2025 | -28,049 | - |
| Trexquant Investment LP | 0 | Sep 30, 2025 | -2,245 | - |
| Amplius Wealth Advisors, LLC | 0 | Sep 30, 2025 | -2,767 | - |
| Rockwood Wealth Management, LLC | 0 | Sep 30, 2025 | -3,743 | - |
| Financial Advocates Investment Management | 0 | Sep 30, 2025 | -3,903 | - |
| XTX Topco Ltd | 0 | Sep 30, 2025 | -2,903 | - |
| VSM Wealth Advisory, LLC | 0 | Sep 30, 2025 | -39 | - |
| KMG FIDUCIARY PARTNERS, LLC | 0 | Sep 30, 2025 | -4,109 | - |
| Knuff & Co LLC | 0 | Sep 30, 2025 | -13,437 | - |
| PARTNERS WEALTH MANAGEMENT, LLC | 0 | Sep 30, 2025 | -2,666 | - |
| Mount Yale Investment Advisors, LLC | 0 | Sep 30, 2025 | -1,082 | - |
| Capital Investment Counsel, Inc | 0 | Sep 30, 2025 | -1,598 | - |
| Transce3nd, LLC | 0 | Sep 30, 2025 | -117 | - |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | Sep 30, 2025 | -118,327 | - |
| Impact Partnership Wealth, LLC | 0 | Sep 30, 2025 | -4,441 | - |
| Quadrature Capital Ltd | 0 | Sep 30, 2025 | -3,402 | - |
| EQ WEALTH ADVISORS, LLC | 0 | Sep 30, 2025 | -604 | - |
| OLD MISSION CAPITAL LLC | 0 | Sep 30, 2025 | -2,824 | - |
| Berkshire Money Management, Inc. | 0 | Sep 30, 2025 | -553 | - |
| Strong Tower Advisory Services | 0 | Sep 30, 2025 | -9,600 | - |
| CLUNE & ASSOCIATES, LTD. | 0 | Sep 30, 2025 | -3,104 | - |
| NOVUS ADVISORS, LLC | 0 | Sep 30, 2025 | -2,401 | - |
| CKW FINANCIAL GROUP | 0 | Sep 30, 2025 | -7 | - |
| Laurel Wealth Advisors LLC | 0 | Sep 30, 2025 | -192,586 | - |
| City State Bank | 0 | Sep 30, 2025 | -40 | - |
| Integrity Investment Advisors, LLC | 0 | Sep 30, 2025 | -2,450 | - |
| Headlands Technologies LLC | 0 | Sep 30, 2025 | -392 | - |
| Texas Yale Capital Corp. | 0 | Sep 30, 2025 | -2,730 | - |
| Schonfeld Strategic Advisors LLC | 0 | Sep 30, 2025 | -3,200 | - |
| Prossimo Advisors, LLC | 0 | Sep 30, 2025 | -11,142 | - |
| HOWE & RUSLING INC | 0 | Sep 30, 2025 | -38 | - |
| AVANTAX ADVISORY SERVICES, INC. | 1.05M | Jun 30, 2025 | +37.74K | - |
| First Horizon Advisors, Inc. | 116.12K | Jun 30, 2025 | -3,227 | - |
| MV CAPITAL MANAGEMENT, INC. | 98.18K | Jun 30, 2025 | -1,412 | - |
| Paragon Private Wealth Management, LLC | 81.33K | Jun 30, 2025 | +2.10K | - |
| Moser Wealth Advisors, LLC | 80.70K | Jun 30, 2025 | -4,196 | - |
| DOHJ, LLC | 42.10K | Jun 30, 2025 | +39.38K | - |
| SAXON INTERESTS, INC. | 39.37K | Jun 30, 2025 | - | - |
| EP Wealth Advisors, LLC | 38.76K | Jun 30, 2025 | +554 | - |
| Atria Wealth Solutions, Inc. | 38.20K | Jun 30, 2025 | -25,260 | - |
| Congress Wealth Management LLC / DE / | 35.18K | Jun 30, 2025 | +1.94K | - |
| Narus Financial Partners, LLC | 26.89K | Jun 30, 2025 | -4,815 | - |
| Climber Capital SA | 23.19K | Jun 30, 2025 | - | - |
| Horan Securities, Inc. | 20.45K | Jun 30, 2025 | +12 | - |
| SUMMIT INVESTMENT ADVISORS, INC. | 16.07K | Jun 30, 2025 | +134 | - |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 13.90K | Jun 30, 2025 | -212 | - |
| My Legacy Advisors, LLC | 11.07K | Jun 30, 2025 | +11.07K | - |
| Blue Oak Capital, LLC | 9.97K | Jun 30, 2025 | - | - |
| Graypoint LLC | 7.49K | Jun 30, 2025 | -1,559 | - |
| Clarity Capital Partners LLC | 5.68K | Jun 30, 2025 | - | - |
| Good Life Advisors, LLC | 5.51K | Jun 30, 2025 | +1.43K | - |
| Bordeaux Wealth Advisors LLC | 5.12K | Jun 30, 2025 | - | - |
| Northeast Financial Consultants Inc | 4.93K | Jun 30, 2025 | -1,276 | - |
| UNION SAVINGS BANK | 3.33K | Jun 30, 2025 | - | - |
| Von Berge Wealth Management Group, LLC | 3.32K | Jun 30, 2025 | +1 | - |
| Parkside Advisors LLC | 3.26K | Jun 30, 2025 | +3.26K | - |
| Enterprise Bank & Trust Co | 3.12K | Jun 30, 2025 | - | - |
| TFG Advisers LLC | 2.82K | Jun 30, 2025 | -34 | - |
| Exchange Capital Management, Inc. | 2.79K | Jun 30, 2025 | - | - |
| Summit X, LLC | 2.58K | Jun 30, 2025 | - | - |
| Tyler-Stone Wealth Management | 2.33K | Jun 30, 2025 | +2.33K | - |
| Parkworth Wealth Management, Inc. | 1.90K | Jun 30, 2025 | +6 | - |
| Financial Gravity Companies, Inc. | 513 | Jun 30, 2025 | +513 | - |
| AllSquare Wealth Management LLC | 480 | Jun 30, 2025 | - | - |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 468 | Jun 30, 2025 | +468 | - |
| Legacy Investment Solutions, LLC | 410 | Jun 30, 2025 | +410 | - |
| Christopher J. Hasenberg, Inc | 241 | Jun 30, 2025 | - | - |
| Capital A Wealth Management, LLC | 49 | Jun 30, 2025 | +33 | - |
| Iron Horse Wealth Management, LLC | 33 | Jun 30, 2025 | +33 | - |
| GLENMEDE TRUST CO NA | 92.01K | Mar 31, 2025 | -505 | - |
| Sabal Trust CO | 54.20K | Mar 31, 2025 | -1,215 | - |
| Sandy Spring Bank | 39.25K | Mar 31, 2025 | +78 | - |
| Bremer Bank National Association | 26.85K | Mar 31, 2025 | +4.11K | - |
| NAPATREE CAPITAL LLC | 17.81K | Mar 31, 2025 | +2.44K | - |
| Orion Portfolio Solutions, LLC | 11.18K | Mar 31, 2025 | -18,893 | - |
| Marcum Wealth, LLC | 9.61K | Mar 31, 2025 | +6 | - |
| Lindbrook Capital, LLC | 6.84K | Mar 31, 2025 | +333 | - |
| Vista Wealth Management Group, LLC | 5.88K | Mar 31, 2025 | - | - |
| Callan Capital, LLC | 5.31K | Mar 31, 2025 | -159 | - |
| West Coast Financial LLC | 4.36K | Mar 31, 2025 | - | - |
| Noble Wealth Management PBC | 3.08K | Mar 31, 2025 | - | - |
| Spectrum Wealth Counsel, LLC | 2.84K | Mar 31, 2025 | +2.69K | - |
| Monterey Private Wealth, Inc. | 2.47K | Mar 31, 2025 | +4 | - |
| CAROLINAS WEALTH CONSULTING LLC | 2.15K | Mar 31, 2025 | +5 | - |
| Aveo Capital Partners, LLC | 0 | Mar 31, 2025 | -2,364 | - |
| Sanctuary Advisors, LLC | 219.46K | Dec 31, 2024 | -3,730 | - |
| LAKE STREET ADVISORS GROUP, LLC | 35.73K | Dec 31, 2024 | - | - |
| Zions Bancorporation, N.A. | 18.35K | Dec 31, 2024 | - | - |
| BOSTON FINANCIAL MANGEMENT LLC | 15.87K | Dec 31, 2024 | -80 | - |
| Private Portfolio Partners LLC | 13.47K | Dec 31, 2024 | -56 | - |
| EPIQ Capital Group, LLC | 9.76K | Dec 31, 2024 | +35 | - |
| Kolinsky Wealth Management, LLC | 6.57K | Dec 31, 2024 | +508 | - |
| Madison Investment Advisors, LLC | 5.37K | Dec 31, 2024 | +5.37K | - |
| HBC Financial Services, PLLC | 5.27K | Dec 31, 2024 | - | - |
| Edge Capital Group, LLC | 5.02K | Dec 31, 2024 | +157 | - |
| Campbell Wealth Management | 4.88K | Dec 31, 2024 | +4.88K | - |
| Pine Valley Investments Ltd Liability Co | 4.58K | Dec 31, 2024 | +4.58K | - |
| Dechtman Wealth Management, LLC | 4.22K | Dec 31, 2024 | -665 | - |
| HTLF Bank | 4.02K | Dec 31, 2024 | -122 | - |
| UNIONVIEW, LLC | 3.87K | Dec 31, 2024 | +12 | - |
| SignalPoint Asset Management, LLC | 3.06K | Dec 31, 2024 | - | - |
| Fairhaven Wealth Management, LLC | 2.96K | Dec 31, 2024 | - | - |
| Cassady Schiller Wealth Management, LLC | 2.27K | Dec 31, 2024 | -51 | - |
| PRIVATE CAPITAL MANAGEMENT LLC | 1.63K | Dec 31, 2024 | -229 | - |
| WINTRUST INVESTMENTS LLC | 1.06K | Dec 31, 2024 | -173 | - |
| CRITERION CAPITAL ADVISORS, LLC | 416 | Dec 31, 2024 | - | - |
| WR Wealth Planners, LLC | 369 | Dec 31, 2024 | +294 | - |
| Northwest Bank & Trust Co | 320 | Dec 31, 2024 | - | - |
| TUCKER ASSET MANAGEMENT LLC | 124 | Dec 31, 2024 | -29 | - |
| DGS Capital Management, LLC | 0 | Dec 31, 2024 | -2,785 | - |
| Fernwood Investment Management, LLC | 0 | Dec 31, 2024 | -2,920 | - |
| Householder Group Estate & Retirement Specialist, LLC | 0 | Dec 31, 2024 | -426 | - |
| RAYMOND JAMES & ASSOCIATES | 1.45M | Sep 30, 2024 | +36.26K | - |
| Raymond James Financial Services Advisors, Inc. | 1.13M | Sep 30, 2024 | -15,482 | - |
| Pegasus Partners Ltd. | 748.36K | Sep 30, 2024 | -3,410 | - |
| RAYMOND JAMES TRUST N.A. | 114.87K | Sep 30, 2024 | +2.64K | - |
| 9258 Wealth Management, LLC | 99.80K | Sep 30, 2024 | -1,274 | - |
| Halpern Financial, Inc. | 17.71K | Sep 30, 2024 | -30 | - |
| Platte River Wealth Advisors, LLC | 16.53K | Sep 30, 2024 | - | - |
| SpiderRock Advisors, LLC | 15.26K | Sep 30, 2024 | +7.88K | - |
| Argent Financial Group, Inc. | 11.49K | Sep 30, 2024 | +11.49K | - |
| PRIO WEALTH LIMITED PARTNERSHIP | 9.96K | Sep 30, 2024 | - | - |
| GYL FINANCIAL SYNERGIES, LLC | 7.92K | Sep 30, 2024 | +1.82K | - |
| Planning Capital Management Corp | 5.95K | Sep 30, 2024 | +106 | - |
| Kowal Investment Group, LLC | 5.75K | Sep 30, 2024 | -73 | - |
| First Personal Financial Services | 3.39K | Sep 30, 2024 | - | - |
| Annapolis Financial Services, LLC | 2.54K | Sep 30, 2024 | - | - |
| First Trust Direct Indexing L.P. | 2.46K | Sep 30, 2024 | +2.46K | - |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 885 | Sep 30, 2024 | +885 | - |
| Naples Money Management LLC | 700 | Sep 30, 2024 | - | - |
| M&R CAPITAL MANAGEMENT INC | 200 | Sep 30, 2024 | - | - |
| Aspire Wealth Management Corp | 199 | Sep 30, 2024 | +1 | - |
| FinTrust Capital Advisors, LLC | 151 | Sep 30, 2024 | - | - |
| New Potomac Partners, LLC | 100 | Sep 30, 2024 | +100 | - |
| Peterson Financial Group, Inc. | 76 | Sep 30, 2024 | +76 | - |
| BBJS FINANCIAL ADVISORS, LLC | 40 | Sep 30, 2024 | - | - |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0 | Sep 30, 2024 | -48,817 | - |
| BlackRock Inc. | 271.45K | Jun 30, 2024 | -60,760 | - |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 129.63K | Jun 30, 2024 | -6,272 | - |
| GIRARD PARTNERS LTD. | 34.67K | Jun 30, 2024 | -12,273 | - |
| Abbrea Capital, LLC | 24.99K | Jun 30, 2024 | -963 | - |
| Relative Value Partners Group, LLC | 21.98K | Jun 30, 2024 | +17.24K | - |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 12.48K | Jun 30, 2024 | +94 | - |
| Private Ocean, LLC | 6.48K | Jun 30, 2024 | - | - |
| Gratus Capital LLC | 5.10K | Jun 30, 2024 | - | - |
| HYMAN CHARLES D | 2.60K | Jun 30, 2024 | - | - |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 256 | Jun 30, 2024 | - | - |
| Custom Portfolio Group LLC | 200 | Jun 30, 2024 | - | - |
| ICA Group Wealth Management, LLC | 0 | Jun 30, 2024 | -408 | - |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 653.29K | Mar 31, 2024 | -5,302 | - |
| Cetera Advisor Networks LLC | 616.54K | Mar 31, 2024 | +12.59K | - |
| Cetera Advisors LLC | 477.54K | Mar 31, 2024 | -99,539 | - |
| ML & R WEALTH MANAGEMENT LLC | 52.83K | Mar 31, 2024 | - | - |
| SUMMIT FINANCIAL GROUP, INC. | 42.79K | Mar 31, 2024 | +413 | - |
| Financial Advisory Group | 35.33K | Mar 31, 2024 | - | - |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 15.81K | Mar 31, 2024 | +15.81K | - |
| Connectus Wealth, LLC | 15.17K | Mar 31, 2024 | -4,346 | - |
| Strategic Wealth Partners Group LLC | 11.35K | Mar 31, 2024 | +19 | - |
| CAMBRIDGE TRUST CO | 8.34K | Mar 31, 2024 | +224 | - |
| InterOcean Capital Group, LLC | 5.93K | Mar 31, 2024 | -525 | - |
| NORWOOD FINANCIAL CORP | 1.10K | Mar 31, 2024 | -100 | - |
| Baystate Wealth Management LLC | 648.38K | Dec 31, 2023 | +20.40K | - |
| FOCUS FINANCIAL NETWORK INC /ADV | 241.07K | Dec 31, 2023 | +241.07K | - |
| Bartlett & Co. LLC | 169.62K | Dec 31, 2023 | +40.83K | - |
| Simplicity Solutions, LLC | 78.10K | Dec 31, 2023 | -2,212 | - |
| TELEMUS CAPITAL, LLC | 32.90K | Dec 31, 2023 | - | - |
| WADE G W & INC | 27.93K | Dec 31, 2023 | +1.12K | - |
| Curi Wealth Management, LLC | 16.98K | Dec 31, 2023 | +153 | - |
| PROVENCE WEALTH MANAGEMENT GROUP | 10.56K | Dec 31, 2023 | -15 | - |
| WEALTHSOURCE PARTNERS, LLC | 8.03K | Dec 31, 2023 | -6,168 | - |
| StrategIQ Financial Group, LLC | 5.40K | Dec 31, 2023 | - | - |
| Sonen Capital LLC | 5.32K | Dec 31, 2023 | - | - |
| LWS Wealth Advisors, Inc. | 3.83K | Dec 31, 2023 | -83 | - |
| DFPG INVESTMENTS, LLC | 2.67K | Dec 31, 2023 | -310 | - |
| DB Wealth Management Group, LLC | 1.90K | Dec 31, 2023 | - | - |
| Nalls Sherbakoff Group, LLC | 496 | Dec 31, 2023 | - | - |
| PATHSTONE FAMILY OFFICE, LLC | 2.05M | Sep 30, 2023 | +2.04M | - |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 565.03K | Sep 30, 2023 | -137,035 | - |
| COLONY GROUP LLC | 241.79K | Sep 30, 2023 | +139 | - |
| COMERICA SECURITIES,INC. | 158.39K | Sep 30, 2023 | +19.53K | - |
| Sutton Wealth Advisors Inc. | 78.34K | Sep 30, 2023 | +882 | - |
| ROPES WEALTH ADVISORS LLC | 36.01K | Sep 30, 2023 | -2,281 | - |
| BEDEL FINANCIAL CONSULTING INC | 17.52K | Sep 30, 2023 | +17.52K | - |
| FOSTER DYKEMA CABOT & CO INC/MA | 10.91K | Sep 30, 2023 | - | - |
| DUBUQUE BANK & TRUST CO | 5.94K | Sep 30, 2023 | - | - |
| Cornerstone Retirement Group, Inc. | 5.88K | Sep 30, 2023 | +5.88K | - |
| TRIAD FINANCIAL ADVISORS, INC. | 5.07K | Sep 30, 2023 | +68 | - |
| Windsor Group LTD | 3.82K | Sep 30, 2023 | +127 | - |
| TIEDEMANN ADVISORS, LLC | 3.09K | Sep 30, 2023 | - | - |
| FRONT BARNETT ASSOCIATES LLC | 3.03K | Sep 30, 2023 | - | - |
| Daniels&Tansey,LLP | 3.00K | Sep 30, 2023 | -77,032 | - |
| BRIGGS ADVISORY GROUP, INC. | 2.90K | Sep 30, 2023 | - | - |
| V Wealth Advisors LLC | 0 | Sep 30, 2023 | -9,487 | - |
| Virginia National Bank | 0 | Sep 30, 2023 | -2,787 | - |
| TIAA, FSB | 5.77M | Jun 30, 2023 | -69,700 | - |
| Veritable, L.P. | 2.04M | Jun 30, 2023 | -48,657 | - |
| PFS INVESTMENTS INC. | 141.74K | Jun 30, 2023 | -31,517 | - |
| HERON FINANCIAL GROUP, LLC | 113.55K | Jun 30, 2023 | -5,369 | - |
| NEIRG Wealth Management, LLC | 52.73K | Jun 30, 2023 | +27.95K | - |
| Financial Architects, Inc | 33.30K | Jun 30, 2023 | -456 | - |
| TimeScale Financial, Inc. | 26.98K | Jun 30, 2023 | -289 | - |
| LEO BROKERAGE, LLC | 18.76K | Jun 30, 2023 | +50 | - |
| First Capital Advisors Group, LLC. | 18.00K | Jun 30, 2023 | - | - |
| Linker Capital Management Inc. | 9.77K | Jun 30, 2023 | - | - |
| BerganKDV Wealth Management, LLC | 6.61K | Jun 30, 2023 | -2,372 | - |
| BDO Wealth Advisors, LLC | 5.54K | Jun 30, 2023 | +30 | - |
| Vigilant Capital Management, LLC | 1.84K | Jun 30, 2023 | - | - |
| Endurance Wealth Management, Inc. | 1.49K | Jun 30, 2023 | -30 | - |
| Kistler-Tiffany Companies, LLC | 999 | Jun 30, 2023 | - | - |
| Kalos Management, Inc. | 402 | Jun 30, 2023 | - | - |
| First Command Financial Services, Inc. | 366 | Jun 30, 2023 | - | - |
| First Command Bank | 366 | Jun 30, 2023 | - | - |
| Ten Capital Wealth Advisors, LLC | 0 | Jun 30, 2023 | -145 | - |
| Wealth CMT | 0 | Jun 30, 2023 | -11,282 | - |
| Stillwater Investment Management, LLC | 385.23K | Mar 31, 2023 | +8.72K | - |
| Domani Wealth, LLC | 92.95K | Mar 31, 2023 | +12.21K | - |
| Parsec Financial Management, Inc. | 52.57K | Mar 31, 2023 | +2.10K | - |
| Southern Wealth Management, LLP | 27.90K | Mar 31, 2023 | +2.41K | - |
| Fullen Financial Group | 9.12K | Mar 31, 2023 | -176 | - |
| HighTower Trust Company, N.A. | 4.04K | Mar 31, 2023 | - | - |
| HNP Capital LLC | 3.40K | Mar 31, 2023 | - | - |
| Ahrens Investment Partners LLC | 60 | Mar 31, 2023 | +60 | - |
| TPB WEALTH ADVISORS | 0 | Mar 31, 2023 | -19,989 | - |
| GOFEN & GLOSSBERG LLC /IL/ | 191.46K | Dec 31, 2022 | -538 | - |
| YorkBridge Wealth Partners, LLC | 48.78K | Dec 31, 2022 | - | - |
| Laurel Wealth Advisors, Inc. | 26.88K | Dec 31, 2022 | +907 | - |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 15.43K | Dec 31, 2022 | - | - |
| Sanford Advisory Services, LLC | 15.25K | Dec 31, 2022 | +1.10K | - |
| WC Walker & Associates, Inc. | 14.86K | Dec 31, 2022 | -161 | - |
| BOENNING & SCATTERGOOD, INC. | 10.63K | Dec 31, 2022 | +36 | - |
| SBK Financial, Inc. | 8.39K | Dec 31, 2022 | -649 | - |
| BANK OF THE WEST | 6.68K | Dec 31, 2022 | -2,350 | - |
| ZEKE CAPITAL ADVISORS, LLC | 6.44K | Dec 31, 2022 | - | - |
| Personal Capital Advisors Corp | 5.84K | Dec 31, 2022 | +438 | - |
| GAMBLE JONES INVESTMENT COUNSEL | 4.41K | Dec 31, 2022 | - | - |
| Sargent Bickham Lagudis LLC | 2.37K | Dec 31, 2022 | -160 | - |
| Capital Directions Investment Advisors, LLC | 1.82K | Dec 31, 2022 | +1.82K | - |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.67K | Dec 31, 2022 | -2 | - |
| Cribstone Capital Management, LLC | 544 | Dec 31, 2022 | - | - |
| Align Wealth Management, LLC | 399 | Dec 31, 2022 | +399 | - |
| Axiom Investment Management LLC | 19 | Dec 31, 2022 | - | - |
| Lehman & Derafelo Financial Resources LLC | 0 | Dec 31, 2022 | -250 | - |
| Round Table Services, LLC | 443.83K | Sep 30, 2022 | -32,171 | - |
| MUFG Americas Holdings Corp | 264.51K | Sep 30, 2022 | -17,037 | - |
| American Portfolios Advisors | 51.44K | Sep 30, 2022 | -888 | - |
| 55I, LLC | 41.01K | Sep 30, 2022 | +25.77K | - |
| EATON VANCE MANAGEMENT | 35.47K | Sep 30, 2022 | -10 | - |
| DOWLING & YAHNKE LLC | 33.15K | Sep 30, 2022 | +6.02K | - |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.16K | Sep 30, 2022 | -9,979 | - |
| Highland Private Wealth Management | 16.95K | Sep 30, 2022 | - | - |
| BTR CAPITAL MANAGEMENT INC | 15.59K | Sep 30, 2022 | - | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 15.20K | Sep 30, 2022 | +15.20K | - |
| Beaumont Financial Partners, LLC | 8.05K | Sep 30, 2022 | +8.05K | - |
| FourThought Financial, LLC | 7.26K | Sep 30, 2022 | - | - |
| CPWM, LLC | 7.17K | Sep 30, 2022 | +7 | - |
| INVERNESS COUNSEL LLC /NY/ | 5.54K | Sep 30, 2022 | -60 | - |
| Doyle Wealth Management | 5.18K | Sep 30, 2022 | +8 | - |
| Jefferies Group LLC | 4.74K | Sep 30, 2022 | - | - |
| Maryland Capital Management | 4.26K | Sep 30, 2022 | - | - |
| Covington Capital Management | 4.00K | Sep 30, 2022 | - | - |
| American Research & Management Co. | 2.20K | Sep 30, 2022 | - | - |
| MILESTONE WEALTH, LLC | 1.87K | Sep 30, 2022 | - | - |
| Surevest, LLC | 33 | Sep 30, 2022 | -213 | - |
| CADENCE BANK NA | 0 | Sep 30, 2022 | -5,208 | - |
| ACG Wealth | 0 | Sep 30, 2022 | -589 | - |
| Corient Capital Partners, LLC | 0 | Sep 30, 2022 | -10,115 | - |
| B. Riley Wealth Management, Inc. | 93.67K | Jun 30, 2022 | +15.77K | - |
| Intersect Capital LLC | 34.93K | Jun 30, 2022 | -889 | - |
| BT Wealth Management LLC | 21.65K | Jun 30, 2022 | -72 | - |
| KerberRose Wealth Management, LLC | 16.80K | Jun 30, 2022 | +16.80K | - |
| HC FINANCIAL ADVISORS INC | 15.97K | Jun 30, 2022 | - | - |
| Crossvault Capital Management LLC | 6.80K | Jun 30, 2022 | -356 | - |
| Private Capital Group, LLC | 5.27K | Jun 30, 2022 | -13,248 | - |
| Frontier Wealth Management LLC | 5.20K | Jun 30, 2022 | -264 | - |
| Reynolds Investment Management, Inc. | 3.65K | Jun 30, 2022 | +1 | - |
| Fieldpoint Private Securities, LLC | 2.68K | Jun 30, 2022 | -42,487 | - |
| Lake Point Wealth Management | 348 | Jun 30, 2022 | - | - |
| BAR HARBOR TRUST SERVICES | 0 | Jun 30, 2022 | - | - |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 144.89K | Mar 31, 2022 | +17.49K | - |
| Ferris Capital, LLC | 83.23K | Mar 31, 2022 | - | - |
| People's United Financial, Inc. | 70.38K | Mar 31, 2022 | -90,982 | - |
| ELM ADVISORS, LLC | 17.59K | Mar 31, 2022 | -22,170 | - |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 14.01K | Mar 31, 2022 | -320 | - |
| Meristem Family Wealth, LLC | 12.57K | Mar 31, 2022 | - | - |
| Permit Capital Advisors, LLC | 11.48K | Mar 31, 2022 | +11.48K | - |
| Barrett Asset Management, LLC | 6.03K | Mar 31, 2022 | +2.91K | - |
| Karn, Couzens & Associates, Inc. | 4.64K | Mar 31, 2022 | -205 | - |
| Dixon Hughes Goodman Wealth Advisors LLC | 3.13K | Mar 31, 2022 | -160 | - |
| PALLADIUM PARTNERS LLC | 3.12K | Mar 31, 2022 | -654 | - |
| Nauset Wealth Management. LLC | 2.54K | Mar 31, 2022 | +2.54K | - |
| Freedman Financial Associates, Inc. | 2.37K | Mar 31, 2022 | - | - |
| Lenox Wealth Advisors, LLC | 1.80K | Mar 31, 2022 | +1.70K | - |
| VIRIDIAN RIA, LLC | 0 | Mar 31, 2022 | -43,856 | - |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | Mar 31, 2022 | -5,878 | - |
| SVB Investment Services Inc. | 0 | Mar 31, 2022 | -2,420 | - |
| Country Club Trust Company, n.a. | 57.75K | Dec 31, 2021 | +9.46K | - |
| FIRST MIDWEST BANK TRUST DIVISION | 41.11K | Dec 31, 2021 | +11.66K | - |
| Alley Co LLC | 16.12K | Dec 31, 2021 | - | - |
| Cassaday & Co Inc. | 12.95K | Dec 31, 2021 | -653 | - |
| Altavista Wealth Management, Inc. | 8.16K | Dec 31, 2021 | - | - |
| NEXT Financial Group, Inc | 6.68K | Dec 31, 2021 | -409 | - |
| Carroll Financial Associates, Inc. | 4.96K | Dec 31, 2021 | +2.33K | - |
| Crescent Capital Consulting, LLC | 3.79K | Dec 31, 2021 | -240 | - |
| MARKSTON INTERNATIONAL LLC | 3.60K | Dec 31, 2021 | - | - |
| REILLY FINANCIAL ADVISORS, LLC | 1.60K | Dec 31, 2021 | +56 | - |
| BBVA USA | 1.03M | Sep 30, 2021 | -31,832 | - |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 395.78K | Sep 30, 2021 | +7.88K | - |
| CAMG Solamere Management, LLC | 47.99K | Sep 30, 2021 | -49 | - |
| Ameritas Investment Company, LLC | 39.28K | Sep 30, 2021 | +2.11K | - |
| SECURITY NATIONAL TRUST CO | 36.93K | Sep 30, 2021 | - | - |
| New England Investment & Retirement Group, Inc. | 29.16K | Sep 30, 2021 | +10.68K | - |
| Berman Capital Advisors, LLC | 17.98K | Sep 30, 2021 | +45 | - |
| Hochman Cole Investment Advisors, Inc. | 12.29K | Sep 30, 2021 | - | - |
| Rinet Co LLC | 12.18K | Sep 30, 2021 | +3.11K | - |
| Covenant Multifamily Offices, LLC | 6.33K | Sep 30, 2021 | -2,504 | - |
| Mercer Capital Advisers, Inc. | 6.26K | Sep 30, 2021 | - | - |
| Homrich & Berg | 6.20K | Sep 30, 2021 | +6.20K | - |
| QCI ASSET MANAGEMENT INC/NY | 5.48K | Sep 30, 2021 | - | - |
| Cascadia Advisory Services, LLC | 3.47K | Sep 30, 2021 | +3 | - |
| Cardan Capital Partners, LLC | 2.95K | Sep 30, 2021 | - | - |
| Sonora Investment Management, LLC | 320 | Sep 30, 2021 | +174 | - |
| TIAA Kaspick, LLC | 0 | Sep 30, 2021 | -6,169 | - |
| BADGLEY PHELPS & BELL INC | 246.72K | Jun 30, 2021 | +1.85K | - |
| Hoover Financial Advisors, Inc. | 145.89K | Jun 30, 2021 | -1,153 | - |
| AdvicePeriod, LLC | 79.37K | Jun 30, 2021 | +7.52K | - |
| Pinnacle Wealth Advisors | 22.46K | Jun 30, 2021 | +22.46K | - |
| ARS Wealth Advisors, LLC | 4.97K | Jun 30, 2021 | +1 | - |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 424 | Jun 30, 2021 | - | - |
| PNC Managed Account Solutions, Inc. | 348 | Jun 30, 2021 | +348 | - |
| BBVA USA Bancshares, Inc. | 1.12M | Mar 31, 2021 | -40,071 | - |
| Paracle Advisors, LLC | 53.45K | Mar 31, 2021 | -300 | - |
| Rikoon Group, LLC | 25.75K | Mar 31, 2021 | - | - |
| TCF National Bank | 14.46K | Mar 31, 2021 | -77 | - |
| Integer Wealth Advisors Group LLC | 10.54K | Mar 31, 2021 | -1,408 | - |
| Stewardship Financial Advisors, LLC | 363 | Mar 31, 2021 | +363 | - |
| Paul John Balson | 39.83K | Dec 31, 2020 | +3.30K | - |
| OLD MISSION CAPITAL, LLC | 9.51K | Dec 31, 2020 | +9.51K | - |
| Reby Advisors, LLC | 4.31K | Dec 31, 2020 | +4.31K | - |
| Winslow, Evans & Crocker, Inc. | 2.82K | Dec 31, 2020 | +2.82K | - |
| Rainier Group Investment Advisory LLC | 303.13K | Sep 30, 2020 | -14,780 | - |
| Confluence Wealth Management LLC | 137.05K | Sep 30, 2020 | -5,479 | - |
| SHINE INVESTMENT ADVISORY SERVICES INC | 19.49K | Sep 30, 2020 | -1,137 | - |
| First Allied Advisory Services, Inc. | 15.55K | Sep 30, 2020 | -716 | - |
| LifePlan Financial Group, Inc | 12.25K | Sep 30, 2020 | +182 | - |
| Wealthspire Advisors, L.P. | 8.82K | Sep 30, 2020 | +3.41K | - |
| Kavar Capital Partners, LLC | 5.42K | Sep 30, 2020 | -287 | - |
| Stearns Financial Services Group | 5.28K | Sep 30, 2020 | +3.93K | - |
| FCG ADVISORS, LLC | 3.70K | Sep 30, 2020 | +3.70K | - |
| Independence Advisors, LLC | 800 | Sep 30, 2020 | - | - |
| NORTHSTAR WEALTH PARTNERS LLC | 0 | Sep 30, 2020 | -4,648 | - |
| IBERIABANK CORP | 46.61K | Jun 30, 2020 | -3,858 | - |
| FIDUCIARY TRUST INTERNATIONAL LLC | 10.99K | Jun 30, 2020 | +10.99K | - |
| Starfire Investment Advisers, Inc. | 10.70K | Jun 30, 2020 | - | - |
| TRADITION ASSET MANAGEMENT LLC | 5.43K | Jun 30, 2020 | - | - |
| TRUEWEALTH LLC | 4.09K | Jun 30, 2020 | - | - |
| Private Vista, LLC | 0 | Jun 30, 2020 | -22,998 | - |
| Fiduciary Trust Co International of Pennsylvania | 862.55K | Mar 31, 2020 | +862.55K | - |
| BOYS ARNOLD & CO INC | 32.20K | Mar 31, 2020 | +915 | - |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 7.98K | Mar 31, 2020 | -2,073 | - |
| Squar Milner Financial Services LLC | 1.05K | Mar 31, 2020 | - | - |
| CA Family Wealth, LLC | 0 | Mar 31, 2020 | -4,557 | - |
| CIBC BANK USA | 942.33K | Dec 31, 2019 | -1,299 | - |
| Advisor Group, Inc. | 302.22K | Dec 31, 2019 | +18.04K | - |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 152.58K | Dec 31, 2019 | +18.40K | - |
| Beacon Pointe Wealth Advisors, LLC | 27.34K | Dec 31, 2019 | -4,771 | - |
| Whitnell & Co. | 2.12K | Dec 31, 2019 | +276 | - |
| CXI Advisors | 1.00K | Dec 31, 2019 | +1.00K | - |
| Sequoia Wealth Management, LLC | 0 | Dec 31, 2019 | -5,635 | - |
| SUNTRUST BANKS INC | 2.66M | Sep 30, 2019 | +3.13K | - |
| Winthrop Partners - WNY, LLC | 58.52K | Sep 30, 2019 | +2.58K | - |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 47.45K | Sep 30, 2019 | +171 | - |
| BB&T SECURITIES, LLC | 41.06K | Sep 30, 2019 | -1,481 | - |
| Wealth & Pension Services Group, Inc. | 12.08K | Sep 30, 2019 | -468 | - |
| American Financial Network Advisory Services LLC | 7.96K | Sep 30, 2019 | -4,929 | - |
| Shamrock Asset Management LLC | 282 | Sep 30, 2019 | +1 | - |
| LODESTAR INVESTMENT COUNSEL LLC/IL | 47.44K | Jun 30, 2019 | +400 | - |
| CHEMICAL BANK | 15.07K | Jun 30, 2019 | +446 | - |
| MONROE BANK & TRUST/MI | 11.60K | Jun 30, 2019 | -416 | - |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 10.64K | Jun 30, 2019 | +26 | - |
| WILLIAMS JONES & ASSOCIATES LLC | 6.17K | Jun 30, 2019 | -59 | - |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC | 0 | Jun 30, 2019 | -44,070 | - |
| HL FINANCIAL SERVICES LLC | 531.85K | Mar 31, 2019 | -929 | - |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 5.80K | Mar 31, 2019 | -2,656 | - |
| BKS ADVISORS, LLC | 5.48K | Mar 31, 2019 | - | - |
| NEXT Financial Holdings | 2.59K | Mar 31, 2019 | +2.59K | - |
| WealthTrust Fairport, LLC | 1.43K | Mar 31, 2019 | -1,061 | - |
| Sterling Global Strategies LLC | 0 | Mar 31, 2019 | -1,200 | - |
| NEW AMSTERDAM PARTNERS LLC/NY | 0 | Mar 31, 2019 | -73,164 | - |
| COMERICA SECURITIES INC | 149.16K | Dec 31, 2018 | +108.97K | - |
| Clarfeld Financial Advisors, LLC | 1.67K | Dec 31, 2018 | +1.67K | - |
| Watermark Asset Management, Inc. | 1.10K | Dec 31, 2018 | +718 | - |
| BREMER TRUST NATIONAL ASSOCIATION | 1.02K | Dec 31, 2018 | +1.02K | - |
| WealthTrust-Arizona, LLC | 20 | Dec 31, 2018 | +20 | - |
| Mariner Wealth Advisors-Cincinnati, LLC | 25.33K | Sep 30, 2018 | -3,950 | - |
| DEARBORN CAPITAL MANAGEMENT LLC | 13.79K | Sep 30, 2018 | -1,641 | - |
| Vestpro Financial Partners, Inc. dba CPF Texas | 6.91K | Sep 30, 2018 | +288 | - |
| CYNOSURE ADVISORS, LLC | 5.79K | Sep 30, 2018 | - | - |
| RAND WEALTH, LLC | 5.31K | Sep 30, 2018 | - | - |
| Vantage Investment Advisors, LLC | 575 | Sep 30, 2018 | +2 | - |
| CATAWBA CAPITAL MANAGEMENT /VA | 4.50K | Jun 30, 2018 | +200 | - |
| Edge Advisors, LLC | 377 | Jun 30, 2018 | - | - |
| Kabarec Financial Advisors, Ltd. | 225 | Jun 30, 2018 | - | - |
| Huntington Steele LLC | 24.50K | Mar 31, 2018 | +33 | - |
| Hefty Wealth Partners | 9.47K | Mar 31, 2018 | +268 | - |
| Oak Point Wealth Management | 3.69K | Mar 31, 2018 | +993 | - |
| IFC Holdings Incorporated/FL | 14.79K | Dec 31, 2017 | -10,508 | - |
| SII INVESTMENTS INC/WI | 9.93K | Dec 31, 2017 | -9,978 | - |
| BRIDGES INVESTMENT COUNSEL INC/ | 1.50K | Dec 31, 2017 | +40 | - |
| ROCKEFELLER FINANCIAL SERVICES INC | 298 | Dec 31, 2017 | - | - |
| WealthShield, LLC | 10 | Dec 31, 2017 | +10 | - |
| BB&T INVESTMENT SERVICES, INC. | 5 | Dec 31, 2017 | - | - |
| INVESTMENT CENTERS OF AMERICA INC | 0 | Dec 31, 2017 | -23,559 | - |
| NATIONAL PLANNING CORP | 0 | Dec 31, 2017 | -6,693 | - |
| Jacobus Wealth Management, Inc. | 17.04K | Sep 30, 2017 | -53 | - |
| RAY GERALD L & ASSOCIATES LTD | 15.05K | Sep 30, 2017 | -427 | - |
| Thai Life Insurance PCL. | 14.00K | Sep 30, 2017 | -10,000 | - |
| Threshold Group LLC | 3.04K | Sep 30, 2017 | -375 | - |
| ROBERTSON STEPHENS ADVISORS LLC | 2.99K | Sep 30, 2017 | -1,575 | - |
| UNITED BANK, INC. | 2.43K | Sep 30, 2017 | - | - |
| Commonwealth Equity Services, Inc | 239.81K | Jun 30, 2017 | -187 | - |
| Virtu KCG Holdings LLC | 26.81K | Jun 30, 2017 | +18.80K | - |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 6.33K | Jun 30, 2017 | -268 | - |
| Geneva Advisors, LLC | 4.16K | Jun 30, 2017 | +251 | - |
| WFG Advisors, LP | 488 | Jun 30, 2017 | - | - |
| TIAA CREF TRUST CO FSB/MO | 1.63M | Mar 31, 2017 | -19,473 | - |
| FIRST FINANCIAL EQUITY CORPORATION | 1.40K | Mar 31, 2017 | +1.40K | - |
| LBA Wealth Management, LLC | 585 | Mar 31, 2017 | - | - |
| CT Financial Advisors LLC | 548 | Mar 31, 2017 | +2 | - |
| BlackRock Investment Management, LLC | 107.93K | Dec 31, 2016 | +448 | - |
| MSI Financial Services Inc | 43.42K | Dec 31, 2016 | -12,200 | - |
| Braver Wealth Management, LLC | 24.55K | Dec 31, 2016 | -4,528 | - |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 22.19K | Dec 31, 2016 | -120 | - |
| Argentus Capital Management, LLC | 0 | Dec 31, 2016 | -1,794 | - |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 1.95K | Sep 30, 2016 | +640 | - |
| WESTPORT RESOURCES MANAGEMENT INC | 360 | Sep 30, 2016 | -27 | - |
| FIRSTMERIT BANK N A TRUSTEE | 458.83K | Jun 30, 2016 | -13,283 | - |
| Investors Capital Advisory Services | 6.33K | Jun 30, 2016 | +101 | - |
| VSR Financial Services, Inc. | 5.96K | Jun 30, 2016 | -105,838 | - |
| Alerus Investment Advisors Corp | 65.32K | Mar 31, 2016 | +2.53K | - |
| Cleary Gull Holdings Inc. | 31.66K | Mar 31, 2016 | -3,810 | - |
| NATIONAL PENN INVESTORS TRUST CO /PA | 1.59K | Mar 31, 2016 | -666 | - |
| Gupta Wealth Management LLC | 250 | Mar 31, 2016 | - | - |
| Hoxton Financial, Inc. | 193 | Mar 31, 2016 | - | - |
| ASPIRIANT HOLDINGS S3, LLC | 21.17K | Dec 31, 2015 | -85 | - |
| CURIAN CAPITAL LLC | 8.20K | Dec 31, 2015 | -22,063 | - |
| SIMMONS FIRST TRUST CO NA | 5.71K | Dec 31, 2015 | +5.71K | - |
| SMITH HAYES Advisers, Inc | 2.68K | Dec 31, 2015 | +552 | - |
| Pinnacle Summer Investments, Inc. | 63 | Dec 31, 2015 | -2,762 | - |
| CITY NATIONAL BANK | 5.65K | Sep 30, 2015 | +920 | - |
| MANAGED ACCOUNT ADVISORS LLC | 180.86K | Jun 30, 2015 | +20.10K | - |
| FolioMetrix LLC | 28.34K | Jun 30, 2015 | +28.34K | - |
| BAIRD ROBERT W & CO INC /WI/ | 544.70K | Mar 31, 2015 | +172.38K | - |
| STANCORP INVESTMENT ADVISERS INC | 32.75K | Mar 31, 2015 | +2.77K | - |
| CLEARY GULL INC. | 5.85K | Mar 31, 2015 | +5.85K | - |
| First Allied Asset Management, Inc. | 2.97K | Mar 31, 2015 | -26 | - |
| BOSTON PRIVATE BANK & TRUST CO | 1.85K | Mar 31, 2015 | +99 | - |
| Bank of Kentucky, Inc. | 325 | Mar 31, 2015 | - | - |
| Placemark Investments, Inc. | 43.95K | Dec 31, 2014 | +760 | - |
| SHAPIRO ROBERT N | 28.07K | Dec 31, 2014 | -892 | - |
| FIRST CITIZENS BANCORPORATION INC | 18.72K | Dec 31, 2014 | +665 | - |
| NEW ENGLAND SECURITIES CORP /MA/ | 17.77K | Dec 31, 2014 | +5.61K | - |
| CONCORD ASSET MANAGEMENT LLC | 5.61K | Dec 31, 2014 | +500 | - |
| FOUNDERS BANK & TRUST | 3.44K | Dec 31, 2014 | +623 | - |
| Keel Point Advisors, LLC | 1.86K | Dec 31, 2014 | +1.86K | - |
| ParenteBeard Wealth Management, LLC | 810 | Dec 31, 2014 | -4,127 | - |
| VALLEY NATIONAL BANCORP | 190 | Dec 31, 2014 | +190 | - |
| UBS AG | 1.34M | Sep 30, 2014 | -165,533 | - |
| Cobble Hill Financial Services, INC | 52.50K | Sep 30, 2014 | -1,000 | - |
| STEWARD CAPITAL MANAGEMENT/ | 26.50K | Sep 30, 2014 | -5,205 | - |
| 1919 Investment Counsel, LLC | 2.02K | Sep 30, 2014 | +247 | - |
| MUNDER CAPITAL MANAGEMENT | 1.30K | Sep 30, 2014 | +1.15K | - |
| Stifel Trust Company, N.A. | 300 | Sep 30, 2014 | - | - |
| WILMINGTON TRUST CO | 320.60K | Jun 30, 2014 | +37.59K | - |
| Wilmington Trust, National Association | 88.17K | Jun 30, 2014 | +11.38K | - |
| Strategic Capital Group LLC | 5.37K | Jun 30, 2014 | -169 | - |
| KMS FINANCIAL SERVICES, INC | 4.18K | Jun 30, 2014 | -8,092 | - |
| RIVERSVILLE CAPITAL, INC. | 671 | Mar 31, 2014 | - | - |
| Willow Street Advisors LLC | 16.79K | Dec 31, 2013 | +10 | - |
| STIFEL NICOLAUS & CO INC \MO\ | 8.77K | Sep 30, 2013 | -8,837 | - |
| CITY NATIONAL ROCHDALE, LLC | 2.82K | Dec 31, 2012 | +2.82K | - |
| First Allied Securities, Inc. | 28.27K | Jun 30, 2012 | -65 | - |
| CSI CAPITAL MANAGEMENT, INC. | 0 | Jun 30, 2011 | -20,109 | - |
| RAYTHEON CO/ | 1.60M | Dec 31, 2010 | +1.60M | - |
| abrdn Inc. | 62.44K | Dec 31, 2010 | +62.44K | - |
| BROWN INVESTMENT ADVISORY & TRUST CO | 22.93K | Mar 31, 2010 | - | - |
| RBC Phillips, Hager & North Investment Counsel Inc. | 3.62K | Sep 30, 2009 | -850 | - |
| RBC Dominion Securities Inc. | 1.18K | Dec 31, 2008 | -1,650 | - |
| PEOPLES BANCORP INC | 0 | Sep 30, 2007 | -5,295 | - |
| Lockwood Advisors, Inc. | 292.99K | Mar 31, 2006 | +292.99K | - |