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IYW(IYW)

IYW

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Holder

Date

Change

% Held

MORGAN STANLEY

4.97M

Jun 30, 26

-63.78K

5.01%

PGIM Custom Harvest LLC

4.55M

Jun 30, 26

+4.22K

4.59%

LPL Financial LLC

3.04M

Jun 30, 26

-4.35K

3.06%

UBS Group AG

1.73M

Jun 30, 26

-29.21K

1.74%

ENVESTNET ASSET MANAGEMENT INC

1.35M

Jun 30, 26

+31.95K

1.37%

JPMORGAN CHASE & CO

1.34M

Jun 30, 26

-122.41K

1.35%

SCHRODER INVESTMENT MANAGEMENT GROUP

1.26M

Jun 30, 26

+1.18M

1.27%

RiverFront Investment Group, LLC

1.04M

Jun 30, 26

+38.10K

1.05%

FIL Ltd

787.55K

Jun 30, 26

+193.37K

0.80%

COMMONWEALTH EQUITY SERVICES, LLC

669.45K

Jun 30, 26

-316

0.68%

Kestra Advisory Services, LLC

477.73K

Jun 30, 26

-17.63K

0.48%

Cetera Investment Advisers

463.00K

Jun 30, 26

-46.39K

0.47%

CAPTRUST FINANCIAL ADVISORS

394.97K

Jun 30, 26

+92.26K

0.40%

Portfolio Strategies, Inc.

392.23K

Jun 30, 26

+935

0.40%

PNC FINANCIAL SERVICES GROUP, INC.

372.36K

Jun 30, 26

+5.86K

0.38%

HighTower Advisors, LLC

334.26K

Jun 30, 26

-16.25K

0.34%

Colony Group, LLC

328.69K

Jun 30, 26

+4.41K

0.33%

Dynasty Wealth Management, LLC

300.88K

Jun 30, 26

-51.88K

0.30%

Rockefeller Capital Management L.P.

293.42K

Jun 30, 26

+6.46K

0.30%

MML INVESTORS SERVICES, LLC

288.27K

Jun 30, 26

+68.56K

0.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

259.00K

Jun 30, 26

-139.34K

0.26%

Atlas Legacy Advisors, LLC

246.17K

Jun 30, 26

+8.05K

0.25%

Sanctuary Advisors, LLC

241.83K

Jun 30, 26

+10.35K

0.24%

STIFEL FINANCIAL CORP

233.71K

Jun 30, 26

-12.94K

0.24%

BlackRock, Inc.

224.12K

Jun 30, 26

-28.69K

0.23%

AXXCESS WEALTH MANAGEMENT, LLC

206.74K

Jun 30, 26

+206.74K

0.21%

Janney Montgomery Scott LLC

203.63K

Jun 30, 26

+203.63K

0.21%

NewEdge Advisors, LLC

180.23K

Jun 30, 26

-2.55K

0.18%

Howard Capital Management Group, LLC

176.53K

Jun 30, 26

-3.72K

0.18%

Resources Investment Advisors, LLC.

173.86K

Jun 30, 26

-2.92K

0.18%

FIRST MERCHANTS CORP

161.87K

Jun 30, 26

-3.95K

0.16%

ASSETMARK, INC

160.43K

Jun 30, 26

+10.74K

0.16%

Stratos Wealth Partners, LTD.

152.73K

Jun 30, 26

+1.88K

0.15%

Creative Planning

152.26K

Jun 30, 26

-287

0.15%

COMMERCE BANK

145.38K

Jun 30, 26

-689

0.15%

Cambridge Investment Research Advisors, Inc.

141.38K

Jun 30, 26

+6.73K

0.14%

Integrated Wealth Concepts LLC

132.60K

Jun 30, 26

+25.21K

0.13%

Atomi Financial Group, Inc.

128.74K

Jun 30, 26

-10.14K

0.13%

Perigon Wealth Management, LLC

113.66K

Jun 30, 26

-4.13K

0.11%

PATTON ALBERTSON MILLER GROUP, LLC

107.83K

Jun 30, 26

+1.32K

0.11%

Capital Investment Advisors, LLC

105.04K

Jun 30, 26

-1.05K

0.11%

Mariner, LLC

102.61K

Jun 30, 26

-32.78K

0.10%

Stillwater Capital Advisors, LLC

100.05K

Jun 30, 26

-785

0.10%

PARK AVENUE SECURITIES LLC

98.81K

Jun 30, 26

+98.81K

0.10%

FMR LLC

97.56K

Jun 30, 26

+11.43K

0.10%

CI Private Wealth, LLC

96.29K

Jun 30, 26

+4.91K

0.10%

SAGESPRING WEALTH PARTNERS, LLC

94.41K

Jun 30, 26

-9.37K

0.10%

Private Advisor Group, LLC

93.13K

Jun 30, 26

-83.33K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

92.98K

Jun 30, 26

+959

0.09%

TRITONPOINT WEALTH, LLC

92.43K

Jun 30, 26

-2.90K

0.09%

Advisory Services Network, LLC

91.70K

Jun 30, 26

-4.46K

0.09%

BANK OF MONTREAL /CAN/

90.78K

Jun 30, 26

-667

0.09%

Atria Investments, Inc

90.05K

Jun 30, 26

+13.76K

0.09%

RVW Wealth, LLC

89.78K

Jun 30, 26

+1.01K

0.09%

First Citizens Financial Corp

89.19K

Jun 30, 26

-831

0.09%

HC Advisors, LLC

87.05K

Jun 30, 26

-1.98K

0.09%

Mendel Capital Management LLC

84.77K

Jun 30, 26

-1.34K

0.09%

Merit Financial Group, LLC

83.64K

Jun 30, 26

-988

0.08%

SRS Capital Advisors, Inc.

82.35K

Jun 30, 26

+58.62K

0.08%

Migdal Insurance & Financial Holdings Ltd.

80.58K

Jun 30, 26

+231

0.08%

TRUIST FINANCIAL CORP

78.43K

Jun 30, 26

-553

0.08%

Atlantic Union Bankshares Corp

72.79K

Jun 30, 26

-242

0.07%

NATIONAL BANK OF CANADA /FI/

70.29K

Jun 30, 26

-416

0.07%

FIFTH THIRD SECURITIES, INC.

66.86K

Jun 30, 26

+1.53K

0.07%

COTTONWOOD CAPITAL ADVISORS, LLC

64.80K

Jun 30, 26

+924

0.07%

Rollins Financial Advisors, LLC

63.93K

Jun 30, 26

+5.07K

0.06%

HUNTINGTON NATIONAL BANK

63.79K

Jun 30, 26

-682

0.06%

MERCER GLOBAL ADVISORS INC /ADV

63.02K

Jun 30, 26

+16.04K

0.06%

Pettinga Financial Advisors, LLC

62.90K

Jun 30, 26

-7.79K

0.06%

JOHNSON INVESTMENT COUNSEL INC

62.34K

Jun 30, 26

-423

0.06%

Farther Finance Advisors, LLC

61.70K

Jun 30, 26

-4.69K

0.06%

Signature Wealth Management Partners, LLC

61.51K

Jun 30, 26

-518

0.06%

J.W. COLE ADVISORS, INC.

60.94K

Jun 30, 26

+60.94K

0.06%

Finley Financial, LLC

60.56K

Jun 30, 26

-1.06K

0.06%

CITIGROUP INC

59.55K

Jun 30, 26

+521

0.06%

Pathstone Holdings, LLC

58.68K

Jun 30, 26

+2.92K

0.06%

Prospera Financial Services Inc

57.77K

Jun 30, 26

-1.38K

0.06%

PRINCIPAL FINANCIAL GROUP INC

57.38K

Jun 30, 26

0.06%

M&T BANK CORP

55.38K

Jun 30, 26

-4.97K

0.06%

Stonebridge Financial Planning Group, LLC

54.36K

Jun 30, 26

-543

0.05%

Bank of New York Mellon Corp

52.84K

Jun 30, 26

+5.33K

0.05%

Perkins Coie Trust Co

52.69K

Jun 30, 26

-2.73K

0.05%

Belvedere Trading LLC

52.41K

Jun 30, 26

+41.53K

0.05%

Mechanics Bank Trust Department

51.87K

Jun 30, 26

+2.43K

0.05%

Quantinno Capital Management LP

51.86K

Jun 30, 26

-619

0.05%

Lido Advisors, LLC

51.50K

Jun 30, 26

-5.42K

0.05%

Steward Partners Investment Advisory, LLC

50.75K

Jun 30, 26

-5.97K

0.05%

J.Safra Asset Management Corp

47.90K

Jun 30, 26

0.05%

Prime Capital Investment Advisors, LLC

47.80K

Jun 30, 26

-1.19K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

47.51K

Jun 30, 26

+25.03K

0.05%

CERTUITY, LLC

46.03K

Jun 30, 26

+13

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

45.98K

Jun 30, 26

+1.28K

0.05%

Bleakley Financial Group, LLC

45.88K

Jun 30, 26

-788

0.05%

GFS Advisors, LLC

45.68K

Jun 30, 26

+43.74K

0.05%

Spire Wealth Management

45.56K

Jun 30, 26

-457

0.05%

Cadent Capital Advisors, LLC

45.06K

Jun 30, 26

-4.68K

0.05%

Essex LLC

44.77K

Jun 30, 26

-3.08K

0.05%

Crown Wealth Group, LLC

44.22K

Jun 30, 26

+8.51K

0.04%

SWMG, LLC

43.99K

Jun 30, 26

+11.73K

0.04%

LIFELONG WEALTH ADVISORS, INC.

43.55K

Jun 30, 26

-7.46K

0.04%

BBR PARTNERS, LLC

43.19K

Jun 30, 26

0.04%

PITTENGER & ANDERSON INC

43.02K

Jun 30, 26

0.04%

Three Seasons Wealth, LLC

42.95K

Jun 30, 26

+41.24K

0.04%

BARTLETT & CO. WEALTH MANAGEMENT LLC

42.80K

Jun 30, 26

+830

0.04%

KICKSTAND VENTURES, LLC.

42.69K

Jun 30, 26

-11.28K

0.04%

CoreCap Advisors, LLC

40.86K

Jun 30, 26

+15.88K

0.04%

One Wealth Advisors, LLC

40.65K

Jun 30, 26

-457

0.04%

SCOTIA CAPITAL INC.

40.34K

Jun 30, 26

+1.40K

0.04%

NORTHERN TRUST CORP

40.12K

Jun 30, 26

+4.54K

0.04%

Dynamic Advisor Solutions LLC

39.95K

Jun 30, 26

-3.52K

0.04%

Baird Financial Group, Inc.

39.37K

Jun 30, 26

+881

0.04%

TABLEAUX LLC

38.53K

Jun 30, 26

-3.25K

0.04%

Simmons Bank

38.35K

Jun 30, 26

-258

0.04%

Ashton Thomas Private Wealth, LLC

37.24K

Jun 30, 26

-518

0.04%

Keebeck Wealth Management, LLC

37.16K

Jun 30, 26

-1.91K

0.04%

HARBOUR INVESTMENTS, INC.

36.92K

Jun 30, 26

+2.29K

0.04%

Strategic Blueprint, LLC

36.30K

Jun 30, 26

-2.78K

0.04%

Central Pacific Bank - Trust Division

36.06K

Jun 30, 26

+18.43K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

35.52K

Jun 30, 26

-1.28K

0.04%

EP Wealth Advisors, LLC

34.87K

Jun 30, 26

+2.18K

0.04%

IFP Advisors, Inc

33.94K

Jun 30, 26

-1.44K

0.03%

FIFTH THIRD BANCORP

33.34K

Jun 30, 26

-704

0.03%

Kingsman Wealth Management, Inc.

33.32K

Jun 30, 26

-347

0.03%

IEQ CAPITAL, LLC

32.94K

Jun 30, 26

+365

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

32.93K

Jun 30, 26

-685

0.03%

STALEY CAPITAL ADVISERS INC

32.81K

Jun 30, 26

0.03%

Empirical Asset Management, LLC

32.45K

Jun 30, 26

-2.92K

0.03%

Fortitude Family Office, LLC

32.22K

Jun 30, 26

0.03%

Summit Financial Consulting LLC

31.84K

Jun 30, 26

+30.04K

0.03%

CPR Investments Inc.

30.92K

Jun 30, 26

+5.96K

0.03%

CFS Investment Advisory Services, LLC

30.88K

Jun 30, 26

-2.21K

0.03%

PETTYJOHN, WOOD & WHITE, INC

30.22K

Jun 30, 26

0.03%

WealthBridge Capital Management, LLC

30.22K

Jun 30, 26

-1.13K

0.03%

1832 Asset Management L.P.

29.90K

Jun 30, 26

+3.24K

0.03%

First Heartland Consultants, Inc.

29.78K

Jun 30, 26

-1.48K

0.03%

SSI INVESTMENT MANAGEMENT LLC

29.76K

Jun 30, 26

+139

0.03%

BLAIR WILLIAM & CO/IL

29.71K

Jun 30, 26

+336

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

29.15K

Jun 30, 26

-2.96K

0.03%

Runnymede Capital Advisors, Inc.

28.93K

Jun 30, 26

-20

0.03%

LIBERTY WEALTH MANAGEMENT LLC

28.88K

Jun 30, 26

0.03%

Envestnet Portfolio Solutions, Inc.

28.86K

Jun 30, 26

-604

0.03%

US BANCORP \DE\

28.09K

Jun 30, 26

+601

0.03%

Quotient Wealth Partners, LLC

27.77K

Jun 30, 26

-206

0.03%

Valmark Advisers, Inc.

27.66K

Jun 30, 26

+285

0.03%

Gallagher Capital Advisors, LLC

27.39K

Jun 30, 26

+1.31K

0.03%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

27.39K

Jun 30, 26

+10.85K

0.03%

Montecito Bank & Trust

27.25K

Jun 30, 26

-106

0.03%

Koshinski Asset Management, Inc.

27.06K

Jun 30, 26

+19

0.03%

Security Financial Services, INC.

26.91K

Jun 30, 26

-192

0.03%

FIRST NATIONAL BANK OF OMAHA

26.87K

Jun 30, 26

+83

0.03%

STEPHENS INC /AR/

26.56K

Jun 30, 26

-136

0.03%

AdvisorShares Investments LLC

26.39K

Jun 30, 26

+17.26K

0.03%

Sigma Planning Corp

26.38K

Jun 30, 26

-6.65K

0.03%

CreativeOne Wealth, LLC

26.37K

Jun 30, 26

+3.63K

0.03%

Carnegie Capital Asset Management, LLC

26.35K

Jun 30, 26

-1.08K

0.03%

MA Private Wealth

26.28K

Jun 30, 26

-16.92K

0.03%

Financial Freedom, LLC

26.24K

Jun 30, 26

-93

0.03%

Ethos Financial Group, LLC

25.89K

Jun 30, 26

-199

0.03%

Ciovacco Capital Management LLC

25.87K

Jun 30, 26

+186

0.03%

Centerline Wealth Advisors, LLC

25.69K

Jun 30, 26

-5.55K

0.03%

Avidian Wealth Solutions, LLC

25.66K

Jun 30, 26

-296

0.03%

Parallel Advisors, LLC

25.40K

Jun 30, 26

+473

0.03%

Forthright Family Wealth Advisory LLC

25.39K

Jun 30, 26

-4.88K

0.03%

Focus Financial Network, Inc.

24.74K

Jun 30, 26

+281

0.02%

CITIZENS FINANCIAL GROUP INC/RI

24.65K

Jun 30, 26

0.02%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

24.47K

Jun 30, 26

-292

0.02%

Weinberger Asset Management, Inc

24.42K

Jun 30, 26

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

24.31K

Jun 30, 26

-310

0.02%

Gilliland Jeter Wealth Management LLC

24.31K

Jun 30, 26

+107

0.02%

Eagle Strategies LLC

24.30K

Jun 30, 26

-1.93K

0.02%

FINANCIAL LIFE ADVISORS

24.15K

Jun 30, 26

-24.48K

0.02%

Cornerstone Wealth Management, LLC

23.87K

Jun 30, 26

+684

0.02%

MONEY CONCEPTS CAPITAL CORP

23.78K

Jun 30, 26

+3.92K

0.02%

WBH ADVISORY INC

23.72K

Jun 30, 26

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

23.17K

Jun 30, 26

+425

0.02%

Geneos Wealth Management Inc.

23.08K

Jun 30, 26

+97

0.02%

Vise Technologies, Inc.

22.89K

Jun 30, 26

+15.53K

0.02%

DT Investment Partners, LLC

22.68K

Jun 30, 26

0.02%

Rathbones Group PLC

22.60K

Jun 30, 26

-1.15K

0.02%

Laurel Wealth Advisors LLC

22.57K

Jun 30, 26

-50

0.02%

Elwood & Goetz Wealth Advisory Group, LLC

21.83K

Jun 30, 26

+161

0.02%

MGO ONE SEVEN LLC

21.57K

Jun 30, 26

+650

0.02%

Meridian Wealth Management, LLC

21.05K

Jun 30, 26

+1.74K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

21.01K

Jun 30, 26

-2.13K

0.02%

Ascent Group, LLC

20.60K

Jun 30, 26

-341

0.02%

Arkadios Wealth Advisors

20.48K

Jun 30, 26

-479

0.02%

CIBC WORLD MARKET INC.

20.38K

Jun 30, 26

+126

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

20.04K

Jun 30, 26

-1.02K

0.02%

Counterweight Ventures, LLC

19.81K

Jun 30, 26

-267

0.02%

Global Retirement Partners, LLC

19.32K

Jun 30, 26

+19.32K

0.02%

Acropolis Investment Management, LLC

19.30K

Jun 30, 26

-477

0.02%

Lakeshore Financial Planning, Inc.

19.14K

Jun 30, 26

+726

0.02%

Midwest Trust Co

19.00K

Jun 30, 26

-379

0.02%

Tennessee Valley Asset Management Partners

18.76K

Jun 30, 26

+1.13K

0.02%

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

18.73K

Jun 30, 26

-1.06K

0.02%

Inscription Capital, LLC

18.57K

Jun 30, 26

+503

0.02%

Cypress Wealth Services, LLC

18.41K

Jun 30, 26

-50

0.02%

Quest 10 Wealth Builders, Inc.

18.33K

Jun 30, 26

+222

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

18.14K

Jun 30, 26

+862

0.02%

Joel Isaacson & Co., LLC

18.14K

Jun 30, 26

0.02%

Snowden Capital Advisors LLC

18.11K

Jun 30, 26

-246

0.02%

PINNACLE ASSOCIATES LTD

18.11K

Jun 30, 26

-596

0.02%

Horst & Graben Wealth Management LLC

17.84K

Jun 30, 26

-116

0.02%

STOCK YARDS BANK & TRUST CO

17.79K

Jun 30, 26

+2.71K

0.02%

Caprock Group, LLC

17.78K

Jun 30, 26

-37

0.02%

D.A. DAVIDSON & CO.

17.70K

Jun 30, 26

-3.75K

0.02%

Connecticut Wealth Management, LLC

17.69K

Jun 30, 26

-699

0.02%

VestGen Advisors, LLC

17.47K

Jun 30, 26

+1.86K

0.02%

RFG Advisory, LLC

17.17K

Jun 30, 26

0.02%

Concurrent Investment Advisors, LLC

17.11K

Jun 30, 26

-971

0.02%

Terra Nova Asset Management LLC

17.02K

Jun 30, 26

+837

0.02%

Ayalon Insurance Comp Ltd.

16.80K

Jun 30, 26

0.02%

Haverford Trust Co

16.78K

Jun 30, 26

0.02%

HB Wealth Management, LLC

16.77K

Jun 30, 26

-327

0.02%

Sovran Advisors, LLC

16.69K

Jun 30, 26

-1.50K

0.02%

Matthew Goff Investment Advisor, LLC

16.67K

Jun 30, 26

-233

0.02%

Wallace Hart LLC

16.53K

Jun 30, 26

+1.07K

0.02%

Buckingham Strategic Partners

16.53K

Jun 30, 26

+777

0.02%

TSA Wealth Managment LLC

16.38K

Jun 30, 26

-1.77K

0.02%

CAHILL FINANCIAL ADVISORS INC

16.38K

Jun 30, 26

-1.15K

0.02%

CLIENT 1ST ADVISORY GROUP, LLC

16.29K

Jun 30, 26

+220

0.02%

Wealthspire Advisors, LLC

16.26K

Jun 30, 26

+2.68K

0.02%

Tyche Wealth Partners LLC

16.05K

Jun 30, 26

+56

0.02%

Arete Wealth Advisors, LLC

16.04K

Jun 30, 26

+16.04K

0.02%

FLAGSTAR ADVISORS INC.

16.01K

Jun 30, 26

+1.51K

0.02%

Apollon Wealth Management, LLC

15.99K

Jun 30, 26

-4.30K

0.02%

Mullooly Asset Management, Inc.

15.93K

Jun 30, 26

+65

0.02%

May Hill Capital, LLC

15.74K

Jun 30, 26

+2.03K

0.02%

Icon Wealth Advisors, LLC

15.60K

Jun 30, 26

-308

0.02%

Wealth Alliance

15.44K

Jun 30, 26

-526

0.02%

Adams Wealth Management

15.32K

Jun 30, 26

-289

0.02%

CacheTech Inc.

15.32K

Jun 30, 26

-289

0.02%

CHOREO, LLC

15.24K

Jun 30, 26

-504

0.02%

Commonwealth Financial Services, LLC

15.21K

Jun 30, 26

-361

0.02%

Glenview Trust Co

15.06K

Jun 30, 26

0.02%

PROMETHIUM ADVISORS,LLC

15.06K

Jun 30, 26

-225

0.02%

Leeward Financial Partners, LLC

15.00K

Jun 30, 26

0.02%

MMBG INVESTMENT ADVISORS CO.

14.99K

Jun 30, 26

0.02%

FORTE ASSET MANAGEMENT LLC

14.96K

Jun 30, 26

-1.45K

0.02%

Second Half Financial Partners, LLC

14.96K

Jun 30, 26

+100

0.02%

W ADVISORS, LLC

14.83K

Jun 30, 26

-7

0.01%

EWA, LLC

14.58K

Jun 30, 26

+346

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

14.39K

Jun 30, 26

-35

0.01%

FIRST UNITED BANK & TRUST

14.14K

Jun 30, 26

-407

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13.67K

Jun 30, 26

+2.02K

0.01%

Lakeshore Capital Group, Inc.

13.62K

Jun 30, 26

-71

0.01%

Tempus Wealth Planning, LLC

13.50K

Jun 30, 26

-333

0.01%

ROOF EIDAM & MAYCOCK/ADV

13.41K

Jun 30, 26

0.01%

Savant Capital, LLC

13.33K

Jun 30, 26

+508

0.01%

SILVER OAK SECURITIES, INCORPORATED

13.33K

Jun 30, 26

+1.54K

0.01%

WADDELL & ASSOCIATES, LLC

13.32K

Jun 30, 26

0.01%

EQ LLC

13.31K

Jun 30, 26

+839

0.01%

Conservest Capital Advisors, Inc.

13.28K

Jun 30, 26

-201

0.01%

CONDOR CAPITAL MANAGEMENT

13.28K

Jun 30, 26

-1.14K

0.01%

PFG Investments, LLC

13.08K

Jun 30, 26

-205

0.01%

Financial Perspectives, Inc

13.00K

Jun 30, 26

+72

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

12.62K

Jun 30, 26

-1.17K

0.01%

LongView Wealth Management

12.51K

Jun 30, 26

-178

0.01%

LRI Investments, LLC

12.46K

Jun 30, 26

0.01%

Nuveen, LLC

12.16K

Jun 30, 26

+12.16K

0.01%

DUNCKER STREETT & CO INC

12.15K

Jun 30, 26

-1.40K

0.01%

Montis Financial, LLC

12.09K

Jun 30, 26

-303

0.01%

AE Wealth Management LLC

12.02K

Jun 30, 26

-1.77K

0.01%

Keystone Wealth Services, LLC

11.98K

Jun 30, 26

+33

0.01%

Amundi

11.91K

Jun 30, 26

-5.42K

0.01%

PRINCIPAL SECURITIES, INC.

11.86K

Jun 30, 26

-25.33K

0.01%

BENJAMIN EDWARDS INC

11.86K

Jun 30, 26

+262

0.01%

Virtue Capital Management, LLC

11.81K

Jun 30, 26

+11.81K

0.01%

Outlook Wealth Advisors, LLC

11.76K

Jun 30, 26

+359

0.01%

Allworth Financial LP

11.74K

Jun 30, 26

-762

0.01%

AdvisorNet Financial, Inc

11.64K

Jun 30, 26

+414

0.01%

Bragg Financial Advisors, Inc

11.62K

Jun 30, 26

-64

0.01%

Principle Wealth Partners LLC

11.55K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

11.54K

Jun 30, 26

-1.60K

0.01%

NWAM LLC

11.54K

Jun 30, 26

-227

0.01%

Ballew Advisors, Inc

11.54K

Jun 30, 26

0.01%

Redwood Financial Network Corp

11.46K

Jun 30, 26

+502

0.01%

ONE Advisory Partners, LLC

11.30K

Jun 30, 26

-554

0.01%

NorthRock Partners, LLC

11.19K

Jun 30, 26

-3.46K

0.01%

SeaCrest Wealth Management, LLC

11.16K

Jun 30, 26

+54

0.01%

Dale Q Rice Investment Management Ltd

11.14K

Jun 30, 26

-52

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

11.12K

Jun 30, 26

-123

0.01%

Aptus Capital Advisors, LLC

11.10K

Jun 30, 26

+1.72K

0.01%

Castle Rock Wealth Management, LLC

11.00K

Jun 30, 26

-244

0.01%

Legacy Private Trust Co.

10.89K

Jun 30, 26

-263

0.01%

Apella Capital, LLC

10.76K

Jun 30, 26

0.01%

Canvas Wealth Advisors, LLC

10.70K

Jun 30, 26

0.01%

Patriot Financial Group Insurance Agency, LLC

10.68K

Jun 30, 26

-10.67K

0.01%

Allen Investment Management LLC

10.61K

Jun 30, 26

0.01%

Nova Wealth Management, Inc.

10.60K

Jun 30, 26

-4.07K

0.01%

Apollon Financial, LLC

10.54K

Jun 30, 26

-155

0.01%

SONATA CAPITAL GROUP INC

10.48K

Jun 30, 26

0.01%

Global Financial Private Client, LLC

10.46K

Jun 30, 26

0.01%

Avid Wealth Partners LLC

10.35K

Jun 30, 26

-15.88K

0.01%

B. Riley Wealth Advisors, Inc.

10.29K

Jun 30, 26

+147

0.01%

PATTEN & PATTEN INC/TN

10.27K

Jun 30, 26

0.01%

David R. Rahn & Associates Inc.

10.27K

Jun 30, 26

+10.27K

0.01%

WESBANCO BANK INC

10.22K

Jun 30, 26

0.01%

Diversify Advisory Services, LLC

10.19K

Jun 30, 26

+10.19K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.19K

Jun 30, 26

+882

0.01%

OPPENHEIMER & CO INC

10.12K

Jun 30, 26

+14

0.01%

NFP Retirement, Inc.

10.06K

Jun 30, 26

-4

0.01%

Brookstone Capital Management

10.05K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.99K

Jun 30, 26

+824

0.01%

Kovack Advisors, Inc.

9.96K

Jun 30, 26

-1.43K

0.01%

BEACON FINANCIAL GROUP

9.93K

Jun 30, 26

-152

0.01%

WealthCare Investment Partners, LLC

9.89K

Jun 30, 26

-280

0.01%

Riverview Capital Advisers, LLC

9.83K

Jun 30, 26

0.01%

Magnus Financial Group LLC

9.82K

Jun 30, 26

0.01%

Visionary Wealth Advisors

9.81K

Jun 30, 26

-59

0.01%

Northside Capital Management, LLC

9.80K

Jun 30, 26

0.01%

WESTBOURNE INVESTMENTS, INC.

9.62K

Jun 30, 26

+230

0.01%

Csenge Advisory Group

9.57K

Jun 30, 26

-301

0.01%

Maltin Wealth Management, Inc.

9.51K

Jun 30, 26

-25

0.01%

CARRET ASSET MANAGEMENT, LLC

9.26K

Jun 30, 26

-50

0.01%

LAKE STREET FINANCIAL LLC

9.26K

Jun 30, 26

-17

0.01%

MERIDIAN MANAGEMENT CO

9.20K

Jun 30, 26

0.01%

Adviser Investments LLC

9.15K

Jun 30, 26

0.01%

Kelly Financial Services LLC

9.09K

Jun 30, 26

-191

0.01%

FIRST NATIONAL TRUST CO

9.04K

Jun 30, 26

0.01%

Aviance Capital Partners, LLC

8.89K

Jun 30, 26

-331

0.01%

Investment Advisory Group, LLC

8.82K

Jun 30, 26

+84

0.01%

Maia Wealth LLC

8.81K

Jun 30, 26

-819

0.01%

Fifth Third Wealth Advisors LLC

8.69K

Jun 30, 26

+110

0.01%

TD Waterhouse Canada Inc.

8.62K

Jun 30, 26

+1.68K

0.01%

Advisory Alpha, LLC

8.61K

Jun 30, 26

-401

0.01%

HCR Wealth Advisors

8.52K

Jun 30, 26

-138

0.01%

Balance Wealth, LLC

8.51K

Jun 30, 26

+38

0.01%

BOSTON FAMILY OFFICE LLC

8.50K

Jun 30, 26

-1.00K

0.01%

AlphaCore Capital LLC

8.48K

Jun 30, 26

-985

0.01%

Chesley Taft & Associates LLC

8.42K

Jun 30, 26

-130

0.01%

Freestone Capital Holdings, LLC

8.38K

Jun 30, 26

+119

0.01%

DAVENPORT & Co LLC

8.37K

Jun 30, 26

+190

0.01%

FRANKLIN RESOURCES INC

8.33K

Jun 30, 26

0.01%

Lewis Asset Management, LLC

8.28K

Jun 30, 26

-35

0.01%

CX Institutional

8.21K

Jun 30, 26

-45

0.01%

Intrepid Financial Planning Group LLC

8.20K

Jun 30, 26

0.01%

Aprio Wealth Management, LLC

8.06K

Jun 30, 26

-34

0.01%

Sharkey, Howes & Javer

7.94K

Jun 30, 26

-16

0.01%

Pallas Capital Advisors LLC

7.92K

Jun 30, 26

+536

0.01%

QRG CAPITAL MANAGEMENT, INC.

7.87K

Jun 30, 26

-70

0.01%

NewEdge Wealth, LLC

7.85K

Jun 30, 26

-160

0.01%

PRIVATE TRUST CO NA

7.84K

Jun 30, 26

-4

0.01%

NAVELLIER & ASSOCIATES INC

7.83K

Jun 30, 26

+3.14K

0.01%

VICTORY FINANCIAL GROUP, LLC

7.78K

Jun 30, 26

+836

0.01%

West Wealth Group, LLC

7.74K

Jun 30, 26

-2.22K

0.01%

UNIQUE WEALTH, LLC

7.74K

Jun 30, 26

+145

0.01%

Tower Research Capital LLC (TRC)

7.63K

Jun 30, 26

+6.30K

0.01%

Certified Advisory Corp

7.55K

Jun 30, 26

+2.81K

0.01%

Sowell Financial Services LLC

7.54K

Jun 30, 26

-3.98K

0.01%

SAX WEALTH ADVISORS, LLC

7.53K

Jun 30, 26

+71

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

7.51K

Jun 30, 26

-24

0.01%

Moors & Cabot, Inc.

7.50K

Jun 30, 26

-117

0.01%

Rossby Financial, LCC

7.40K

Jun 30, 26

-571

0.01%

Greenspring Advisors, LLC

7.33K

Jun 30, 26

-29

0.01%

Mount Yale Investment Advisors, LLC

7.32K

Jun 30, 26

0.01%

SUMMIT WEALTH GROUP LLC / CO

7.29K

Jun 30, 26

-283

0.01%

BridgePort Financial Solutions, LLC

7.25K

Jun 30, 26

-2.69K

0.01%

Fundamentum, LLC

7.25K

Jun 30, 26

+719

0.01%

Kaydan Wealth Management, Inc.

7.18K

Jun 30, 26

0.01%

Clear Creek Financial Management, LLC

7.09K

Jun 30, 26

+99

0.01%

Westside Investment Management, Inc.

7.01K

Jun 30, 26

+170

0.01%

FIRST CITIZENS BANK & TRUST CO

7.00K

Jun 30, 26

+41

0.01%

SAXON INTERESTS, INC.

6.93K

Jun 30, 26

-266

0.01%

American Institute for Advanced Investment Management, LLP

6.93K

Jun 30, 26

+149

0.01%

NBC SECURITIES, INC.

6.88K

Jun 30, 26

-4

0.01%

Americana Partners, LLC

6.84K

Jun 30, 26

-52

0.01%

ADELL HARRIMAN & CARPENTER INC

6.79K

Jun 30, 26

-137

0.01%

Aurora Private Wealth, Inc.

6.76K

Jun 30, 26

0.01%

First Western Trust Bank

6.70K

Jun 30, 26

0.01%

MARYLAND CAPITAL ADVISORS INC.

6.68K

Jun 30, 26

+6.68K

0.01%

Financial Network Wealth Management LLC

6.67K

Jun 30, 26

0.01%

CWA Asset Management Group, LLC

6.65K

Jun 30, 26

-144

0.01%

Ridgeline Wealth, LLC

6.62K

Jun 30, 26

-12

0.01%

Cyndeo Wealth Partners, LLC

6.57K

Jun 30, 26

-1.83K

0.01%

Ronald Blue Trust, Inc.

6.54K

Jun 30, 26

-2.44K

0.01%

HARMONY ASSET MANAGEMENT LLC

6.50K

Jun 30, 26

-85

0.01%

BROOKTREE CAPITAL MANAGEMENT

6.48K

Jun 30, 26

0.01%

M3 Advisory Group, LLC

6.46K

Jun 30, 26

-515

0.01%

Zhang Financial LLC

6.45K

Jun 30, 26

0.01%

FIRETHORN WEALTH PARTNERS, LLC

6.39K

Jun 30, 26

+1.25K

0.01%

WILLNER & HELLER, LLC

6.37K

Jun 30, 26

-118

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.35K

Jun 30, 26

-2.69K

0.01%

Graves Light Lenhart Wealth, Inc.

6.35K

Jun 30, 26

0.01%

Summit Financial, LLC

6.32K

Jun 30, 26

+1.86K

0.01%

Berkeley Capital Partners, LLC

6.28K

Jun 30, 26

+261

0.01%

Essex Financial Services, Inc.

6.25K

Jun 30, 26

-194

0.01%

IBEX WEALTH ADVISORS

6.23K

Jun 30, 26

-4.80K

0.01%

DAGCO, INC.

6.11K

Jun 30, 26

-5

0.01%

PKS Advisory Services, LLC

6.07K

Jun 30, 26

-351

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.05K

Jun 30, 26

-16.30K

0.01%

Comprehensive Financial Planning, Inc./PA

6.03K

Jun 30, 26

+32

0.01%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

6.03K

Jun 30, 26

-1.29K

0.01%

Worth Asset Management, LLC

6.00K

Jun 30, 26

+6.00K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

5.90K

Jun 30, 26

-3

0.01%

Wealthstar Advisors, LLC

5.88K

Jun 30, 26

-361

0.01%

Montz Harcus Wealth Management LLC

5.81K

Jun 30, 26

-3.20K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

5.79K

Jun 30, 26

0.01%

PARK NATIONAL CORP /OH/

5.77K

Jun 30, 26

-27

0.01%

Petix & Botte Co

5.76K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

5.75K

Jun 30, 26

-37

0.01%

INVICTUS PRIVATE WEALTH, LLC

5.75K

Jun 30, 26

0.01%

Clearstead Advisors, LLC

5.73K

Jun 30, 26

-225

0.01%

MKT Advisors LLC

5.71K

Jun 30, 26

-411

0.01%

CHAPIN DAVIS, INC.

5.70K

Jun 30, 26

-19

0.01%

GREENLEAF TRUST

5.66K

Jun 30, 26

-55

0.01%

MOULTON WEALTH MANAGEMENT, INC

5.64K

Jun 30, 26

-10

0.01%

Cassaday & Co Wealth Management LLC

5.62K

Jun 30, 26

0.01%

Tradition Wealth Management, LLC

5.60K

Jun 30, 26

0.01%

Beacon Bridge Wealth Partners, LLC

5.59K

Jun 30, 26

-3.71K

0.01%

Westwood Wealth Management

5.59K

Jun 30, 26

-220

0.01%

Hudson Portfolio Management LLC

5.58K

Jun 30, 26

-525

0.01%

Shared Vision Wealth Group LLC

5.57K

Jun 30, 26

-265

0.01%

HighPoint Advisor Group LLC

5.56K

Jun 30, 26

+733

0.01%

Balboa Wealth Partners

5.51K

Jun 30, 26

+4.21K

0.01%

Savvy Advisors, Inc.

5.43K

Jun 30, 26

+2.62K

0.01%

Fortis Group Advisors, LLC

5.39K

Jun 30, 26

-5

0.01%

Accredited Investors Inc.

5.31K

Jun 30, 26

-1.51K

0.01%

WealthPlan Investment Management, LLC

5.30K

Jun 30, 26

-522

0.01%

Russell Investments Group, Ltd.

5.28K

Jun 30, 26

+536

0.01%

Symphony Financial Services, Inc.

5.27K

Jun 30, 26

-102

0.01%

Concord Wealth Partners

5.21K

Jun 30, 26

-44

0.01%

Palumbo Wealth Management LLC

5.20K

Jun 30, 26

0.01%

Old North State Wealth Management, LLC

5.18K

Jun 30, 26

+482

0.01%

SIGNATUREFD, LLC

5.18K

Jun 30, 26

+4.14K

0.01%

Strategic Financial Concepts, LLC

5.17K

Jun 30, 26

-433

0.01%

Plancorp, LLC

5.14K

Jun 30, 26

+5.14K

0.01%

Tactive Advisors, LLC

5.13K

Jun 30, 26

+60

0.01%

MONTAG A & ASSOCIATES INC

5.13K

Jun 30, 26

-560

0.01%

Capital Analysts, LLC

5.10K

Jun 30, 26

+295

0.01%

Dakota Wealth Management

5.08K

Jun 30, 26

0.01%

COURIER CAPITAL LLC

4.98K

Jun 30, 26

0.01%

Choate Investment Advisors

4.95K

Jun 30, 26

0.00%

UNIVEST FINANCIAL Corp

4.93K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

4.90K

Jun 30, 26

+1.74K

0.00%

Rede Wealth, LLC

4.87K

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

4.86K

Jun 30, 26

0.00%

PENOBSCOT WEALTH MANAGEMENT

4.86K

Jun 30, 26

-93

0.00%

Capital Investment Advisory Services, LLC

4.86K

Jun 30, 26

+44

0.00%

Unified Investment Management

4.86K

Jun 30, 26

-490

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.83K

Jun 30, 26

+336

0.00%

SIERRA SUMMIT ADVISORS LLC

4.81K

Jun 30, 26

-549

0.00%

Retirement Wealth Solutions LLC

4.81K

Jun 30, 26

0.00%

Cardinal Point Capital Management, ULC

4.78K

Jun 30, 26

-74

0.00%

Retirement Planning Group

4.74K

Jun 30, 26

+1.52K

0.00%

ROMAN BUTLER FULLERTON & CO

4.74K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

4.73K

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

4.71K

Jun 30, 26

-35.73K

0.00%

GLENMEDE TRUST CO NA

4.68K

Jun 30, 26

-2.11K

0.00%

NORTHLAND SECURITIES, INC.

4.66K

Jun 30, 26

-697

0.00%

PRIVATE CLIENT SERVICES, LLC

4.59K

Jun 30, 26

-177

0.00%

BURNS J W & CO INC/NY

4.56K

Jun 30, 26

-50

0.00%

Westmount Partners, LLC

4.53K

Jun 30, 26

0.00%

Mainstream Capital Management LLC

4.51K

Jun 30, 26

-21

0.00%

Occidental Asset Management, LLC

4.48K

Jun 30, 26

-24

0.00%

N.E.W. Advisory Services LLC

4.46K

Jun 30, 26

-845

0.00%

Stanich Group LLC

4.46K

Jun 30, 26

-2.40K

0.00%

Sequoia Financial Advisors, LLC

4.42K

Jun 30, 26

0.00%

Cornerstone Wealth Group, LLC

4.42K

Jun 30, 26

-120

0.00%

Affiance Financial, LLC

4.40K

Jun 30, 26

0.00%

Integras Partners LLC

4.40K

Jun 30, 26

+4.40K

0.00%

Presidio Capital Management, LLC

4.34K

Jun 30, 26

-242

0.00%

Lakeridge Wealth Management LLC

4.32K

Jun 30, 26

-11.65K

0.00%

Cooper Financial Group

4.32K

Jun 30, 26

0.00%

WARNER FINANCIAL, INC

4.31K

Jun 30, 26

0.00%

Modera Wealth Management, LLC

4.28K

Jun 30, 26

+266

0.00%

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

4.27K

Jun 30, 26

+20

0.00%

NICOLET BANKSHARES INC

4.23K

Jun 30, 26

+1.29K

0.00%

Asset Dedication, LLC

4.19K

Jun 30, 26

0.00%

Bison Wealth, LLC

4.18K

Jun 30, 26

+24

0.00%

Neuberger Berman Group LLC

4.17K

Jun 30, 26

+1.11K

0.00%

Root Financial Partners, LLC

4.17K

Jun 30, 26

0.00%

SPINNAKER TRUST

4.15K

Jun 30, 26

-138

0.00%

Advance Capital Management, Inc.

4.14K

Jun 30, 26

0.00%

Wealthcare Advisory Partners LLC

4.13K

Jun 30, 26

-2.61K

0.00%

RIK SAYLOR FINANCIAL, INC.

4.08K

Jun 30, 26

-43

0.00%

Valeo Financial Advisors, LLC

4.01K

Jun 30, 26

+35

0.00%

Westover Capital Advisors, LLC

4.00K

Jun 30, 26

0.00%

Argyle Capital Partners, LLC

3.96K

Jun 30, 26

+305

0.00%

Latitude Advisors, LLC

3.96K

Jun 30, 26

-180

0.00%

MISSION WEALTH MANAGEMENT, LP

3.94K

Jun 30, 26

-642

0.00%

Gladstone Institutional Advisory LLC

3.92K

Jun 30, 26

+188

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

3.87K

Jun 30, 26

-47

0.00%

Dodds Wealth, LLC

3.85K

Jun 30, 26

-88

0.00%

Accel Wealth Management

3.84K

Jun 30, 26

-2.26K

0.00%

TrueWealth Advisors, LLC

3.83K

Jun 30, 26

+231

0.00%

JB Capital LLC

3.75K

Jun 30, 26

+186

0.00%

PRUDENT INVESTORS NETWORK, INC.

3.71K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

3.71K

Jun 30, 26

0.00%

Hilltop Partners LLC

3.69K

Jun 30, 26

0.00%

United Capital Management of KS, Inc.

3.57K

Jun 30, 26

-97

0.00%

BLVD Private Wealth, LLC

3.55K

Jun 30, 26

-13

0.00%

WETZEL INVESTMENT ADVISORS, INC.

3.53K

Jun 30, 26

-372

0.00%

GRIMES & COMPANY, INC.

3.51K

Jun 30, 26

+133

0.00%

Lantz Financial LLC

3.50K

Jun 30, 26

-123

0.00%

EverSource Wealth Advisors, LLC

3.46K

Jun 30, 26

-921

0.00%

Astoria Portfolio Advisors LLC.

3.46K

Jun 30, 26

+3.46K

0.00%

DAYMARK WEALTH PARTNERS, LLC

3.44K

Jun 30, 26

+16

0.00%

Oxinas Partners Wealth Management LLC

3.43K

Jun 30, 26

0.00%

Urban Wealth Management, LLC

3.40K

Jun 30, 26

-105

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

3.40K

Jun 30, 26

0.00%

Avalon Trust Co

3.40K

Jun 30, 26

0.00%

WORLD EQUITY GROUP, INC.

3.39K

Jun 30, 26

+117

0.00%

Intrua Financial, LLC

3.38K

Jun 30, 26

+10

0.00%

Nikulski Financial, Inc.

3.36K

Jun 30, 26

-3.38K

0.00%

XML Financial, LLC

3.35K

Jun 30, 26

0.00%

Hoxton Planning & Management, LLC

3.35K

Jun 30, 26

-174

0.00%

Essex Savings Bank

3.35K

Jun 30, 26

0.00%

Moment Partners, LLC

3.34K

Jun 30, 26

0.00%

VISIONARY HORIZONS, LLC

3.33K

Jun 30, 26

+475

0.00%

Mosley Wealth Management

3.30K

Jun 30, 26

-14.10K

0.00%

Avantax Planning Partners, Inc.

3.30K

Jun 30, 26

0.00%

Interchange Capital Partners, LLC

3.28K

Jun 30, 26

-6.56K

0.00%

OLD NATIONAL BANCORP /IN/

3.25K

Jun 30, 26

0.00%

Diversified Trust Co

3.23K

Jun 30, 26

+67

0.00%

Aspen Investment Management Inc

3.21K

Jun 30, 26

0.00%

Main Street Group, LTD

3.21K

Jun 30, 26

+314

0.00%

Umpqua Bank

3.20K

Jun 30, 26

0.00%

Sensible Money, LLC

3.20K

Jun 30, 26

0.00%

Hilltop Holdings Inc.

3.16K

Jun 30, 26

+470

0.00%

TBH Global Asset Management, LLC

3.13K

Jun 30, 26

0.00%

Next Level Private LLC

3.11K

Jun 30, 26

-332

0.00%

NAPLES GLOBAL ADVISORS, LLC

3.10K

Jun 30, 26

-100

0.00%

Howard Capital Management Inc.

3.09K

Jun 30, 26

+3.09K

0.00%

Fiduciary Group LLC

3.04K

Jun 30, 26

0.00%

FORVIS Wealth Advisors, LLC

3.04K

Jun 30, 26

0.00%

Shepherd Financial Partners LLC

3.03K

Jun 30, 26

-15.93K

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

3.02K

Jun 30, 26

-7

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

3.00K

Jun 30, 26

+369

0.00%

Canal Capital Management, LLC

2.98K

Jun 30, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

2.98K

Jun 30, 26

-162

0.00%

Manchester Capital Management LLC

2.97K

Jun 30, 26

0.00%

Maridea Wealth Management LLC

2.92K

Jun 30, 26

+2.92K

0.00%

Spectrum Planning & Advisory Services Inc.

2.91K

Jun 30, 26

-368

0.00%

Chesapeake Wealth Management

2.89K

Jun 30, 26

-484

0.00%

PACES FERRY WEALTH ADVISORS, LLC

2.89K

Jun 30, 26

0.00%

CARDEROCK CAPITAL MANAGEMENT INC

2.88K

Jun 30, 26

0.00%

Fiduciary Planning LLC

2.87K

Jun 30, 26

-818

0.00%

PUREfi Wealth, LLC

2.87K

Jun 30, 26

-443

0.00%

Kesler, Norman & Wride, LLC

2.84K

Jun 30, 26

-213

0.00%

REDW Wealth LLC

2.82K

Jun 30, 26

0.00%

Bensler, LLC

2.77K

Jun 30, 26

0.00%

Crestwood Advisors Group LLC

2.77K

Jun 30, 26

+140

0.00%

Trek Financial, LLC

2.74K

Jun 30, 26

-99

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

2.73K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

2.72K

Jun 30, 26

-1.62K

0.00%

WESPAC Advisors SoCal, LLC

2.71K

Jun 30, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

2.70K

Jun 30, 26

0.00%

TCG Advisory Services, LLC

2.68K

Jun 30, 26

+2.68K

0.00%

Samalin Investment Counsel, LLC

2.66K

Jun 30, 26

-281

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

2.65K

Jun 30, 26

-50

0.00%

Vontobel Holding Ltd.

2.65K

Jun 30, 26

+1.40K

0.00%

CVA Family Office, LLC

2.63K

Jun 30, 26

0.00%

HT Partners LLC

2.61K

Jun 30, 26

0.00%

OMNI 360 Wealth, Inc.

2.61K

Jun 30, 26

+29

0.00%

Scarborough Advisors, LLC

2.61K

Jun 30, 26

-3

0.00%

Legacy Financial Advisors, Inc.

2.61K

Jun 30, 26

-132

0.00%

Golden State Wealth Management, LLC

2.61K

Jun 30, 26

+207

0.00%

SMITH, MOORE & CO.

2.60K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

2.58K

Jun 30, 26

+1.13K

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

2.57K

Jun 30, 26

-6

0.00%

Signal Advisors Wealth, LLC

2.57K

Jun 30, 26

-37

0.00%

Buck Wealth Strategies, LLC

2.56K

Jun 30, 26

-2.25K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

2.56K

Jun 30, 26

+709

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

2.53K

Jun 30, 26

+211

0.00%

Blue Fin Capital, Inc.

2.52K

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

2.51K

Jun 30, 26

+693

0.00%

IFG Advisors, LLC

2.51K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

2.50K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

2.50K

Jun 30, 26

-887

0.00%

Advisors Capital Management, LLC

2.49K

Jun 30, 26

0.00%

Antonelli Financial Advisors, LLC

2.46K

Jun 30, 26

-42

0.00%

XY Planning Network, Inc.

2.45K

Jun 30, 26

+1.01K

0.00%

BRIGHTON JONES LLC

2.44K

Jun 30, 26

-519

0.00%

Accurate Wealth Management, LLC

2.42K

Jun 30, 26

-38

0.00%

Resonant Capital Advisors, LLC

2.41K

Jun 30, 26

0.00%

Fulcrum Equity Management

2.40K

Jun 30, 26

+460

0.00%

CIDEL ASSET MANAGEMENT INC

2.40K

Jun 30, 26

0.00%

Ranch Capital Advisors Inc.

2.40K

Jun 30, 26

0.00%

Clark Capital Management Group, Inc.

2.39K

Jun 30, 26

-597

0.00%

Powell Investment Advisors, LLC

2.39K

Jun 30, 26

0.00%

Inspire Advisors, LLC

2.38K

Jun 30, 26

-15

0.00%

Center for Financial Planning, Inc.

2.38K

Jun 30, 26

0.00%

SCS Capital Management LLC

2.37K

Jun 30, 26

0.00%

PEDDOCK CAPITAL ADVISORS, LLC

2.37K

Jun 30, 26

0.00%

Main Street Financial Solutions, LLC

2.37K

Jun 30, 26

-399

0.00%

PFG Advisors

2.36K

Jun 30, 26

-1.27K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

2.36K

Jun 30, 26

-10

0.00%

BAILARD, INC.

2.35K

Jun 30, 26

+41

0.00%

Tilson Financial Group, Inc.

2.34K

Jun 30, 26

0.00%

ALTFEST L J & CO INC

2.33K

Jun 30, 26

0.00%

Westfuller Advisors, LLC

2.33K

Jun 30, 26

0.00%

Chicago Partners Investment Group LLC

2.32K

Jun 30, 26

-35

0.00%

Robertson Stephens Wealth Management, LLC

2.31K

Jun 30, 26

-36

0.00%

Warm Springs Advisors Inc.

2.31K

Jun 30, 26

0.00%

Ignite Planners, LLC

2.30K

Jun 30, 26

+100

0.00%

WEALTHGARDEN F.S. LLC

2.30K

Jun 30, 26

-13

0.00%

Independence Bank of Kentucky

2.30K

Jun 30, 26

0.00%

BIP Wealth, LLC

2.29K

Jun 30, 26

0.00%

GARRISON POINT ADVISORS, LLC

2.29K

Jun 30, 26

0.00%

Crescent Grove Advisors, LLC

2.27K

Jun 30, 26

0.00%

StoneX Group Inc.

2.26K

Jun 30, 26

+199

0.00%

WASHINGTON TRUST BANK

2.25K

Jun 30, 26

-206

0.00%

Weaver Consulting Group

2.25K

Jun 30, 26

0.00%

New Insight Wealth Advisors

2.24K

Jun 30, 26

0.00%

One Charles Private Wealth Services, LLC

2.22K

Jun 30, 26

+341

0.00%

Strathmore Capital Advisors, Inc.

2.22K

Jun 30, 26

-440

0.00%

WealthShield Partners, LLC

2.21K

Jun 30, 26

-82

0.00%

Facet Wealth, Inc.

2.21K

Jun 30, 26

-197

0.00%

BOK Financial Private Wealth, Inc.

2.20K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

2.19K

Jun 30, 26

-14

0.00%

Cartesian Growth Corp

2.17K

Jun 30, 26

0.00%

Harbour Trust & Investment Management Co

2.16K

Jun 30, 26

0.00%

Accelerate Investment Advisors LLC

2.14K

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

2.14K

Jun 30, 26

0.00%

Garde Capital, Inc.

2.14K

Jun 30, 26

0.00%

Sound Income Strategies, LLC

2.14K

Jun 30, 26

+433

0.00%

SUTTON PLACE INVESTORS LLC

2.12K

Jun 30, 26

-7

0.00%

Farmers & Merchants Trust Co of Long Beach

2.11K

Jun 30, 26

0.00%

D L CARLSON INVESTMENT GROUP INC

2.09K

Jun 30, 26

-27

0.00%

Acorn Wealth Advisors, LLC

2.06K

Jun 30, 26

-67

0.00%

First City Capital Management, Inc.

2.05K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

2.04K

Jun 30, 26

0.00%

Transcendent Capital Group LLC

2.04K

Jun 30, 26

+151

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.03K

Jun 30, 26

+111

0.00%

FPC INVESTMENT ADVISORY, INC.

2.00K

Jun 30, 26

-750

0.00%

MV CAPITAL MANAGEMENT, INC.

2.00K

Jun 30, 26

0.00%

Argentarii, LLC

2.00K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

2.00K

Jun 30, 26

0.00%

Cambridge Advisors Inc.

2.00K

Jun 30, 26

0.00%

ASSOCIATED BANC-CORP

2.00K

Jun 30, 26

0.00%

CEERA INVESTMENTS, LLC

1.97K

Jun 30, 26

-210

0.00%

Resolute Wealth Strategies, LLC

1.95K

Jun 30, 26

0.00%

DOVER ADVISORS, LLC

1.95K

Jun 30, 26

0.00%

SIERRA OCEAN, LLC

1.95K

Jun 30, 26

-14

0.00%

Center For Asset Management LLC

1.94K

Jun 30, 26

+195

0.00%

YOUNGS ADVISORY GROUP, INC.

1.93K

Jun 30, 26

-30

0.00%

Baldwin Investment Management, LLC

1.93K

Jun 30, 26

0.00%

PEOPLES BANK /OH

1.93K

Jun 30, 26

0.00%

Venture Visionary Partners LLC

1.92K

Jun 30, 26

0.00%

Keystone Financial Services

1.92K

Jun 30, 26

-25

0.00%

Colonial Trust Co / SC

1.92K

Jun 30, 26

0.00%

Flagship Private Wealth, LLC

1.92K

Jun 30, 26

+1.92K

0.00%

DOLIVER ADVISORS, LP

1.91K

Jun 30, 26

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

1.91K

Jun 30, 26

-266

0.00%

MARINO, STRAM & ASSOCIATES LLC

1.91K

Jun 30, 26

0.00%

Confluence Wealth Services, Inc.

1.90K

Jun 30, 26

+10

0.00%

Baker Avenue Asset Management, LP

1.90K

Jun 30, 26

-231

0.00%

V2 Financial group LLC

1.90K

Jun 30, 26

0.00%

GAMMA Investing LLC

1.90K

Jun 30, 26

-133

0.00%

Nilsine Partners, LLC

1.90K

Jun 30, 26

0.00%

Novak & Powell Financial Services, Inc.

1.89K

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

1.88K

Jun 30, 26

0.00%

Key FInancial Inc

1.88K

Jun 30, 26

-21

0.00%

Centurion Wealth Management LLC

1.87K

Jun 30, 26

-28

0.00%

Yardley Wealth Management LLC

1.87K

Jun 30, 26

-475

0.00%

GWN SECURITIES INC.

1.87K

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

1.87K

Jun 30, 26

+740

0.00%

Verdence Capital Advisors LLC

1.87K

Jun 30, 26

-19

0.00%

Hopwood Financial Services, Inc.

1.86K

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

1.83K

Jun 30, 26

0.00%

Human Investing LLC

1.83K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.82K

Jun 30, 26

-5

0.00%

3Chopt Investment Partners, LLC

1.81K

Jun 30, 26

0.00%

Brookwood Investment Group LLC

1.81K

Jun 30, 26

-347

0.00%

Miracle Mile Advisors, LLC

1.80K

Jun 30, 26

-23

0.00%

ELCO Management Co., LLC

1.80K

Jun 30, 26

0.00%

SNS Financial Group, LLC

1.79K

Jun 30, 26

+1.79K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

1.79K

Jun 30, 26

0.00%

PLANNING DIRECTIONS INC

1.79K

Jun 30, 26

-44

0.00%

Steel Peak Wealth Management LLC

1.78K

Jun 30, 26

-30

0.00%

Gryphon Financial Partners LLC

1.77K

Jun 30, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

1.76K

Jun 30, 26

-20

0.00%

One Capital Management, LLC

1.76K

Jun 30, 26

0.00%

Gradient Capital Advisors, LLC

1.76K

Jun 30, 26

0.00%

GREENWOOD GEARHART INC

1.74K

Jun 30, 26

+1.74K

0.00%

STERLING INVESTMENT ADVISORS LLC /ADV

1.73K

Jun 30, 26

-172

0.00%

HBK Sorce Advisory LLC

1.73K

Jun 30, 26

-4

0.00%

Mandatum Life Insurance Co Ltd

1.72K

Jun 30, 26

0.00%

Integrated Capital Management, LLC

1.72K

Jun 30, 26

-487

0.00%

Atlas Brown,Inc.

1.72K

Jun 30, 26

-36

0.00%

MARCO INVESTMENT MANAGEMENT LLC

1.70K

Jun 30, 26

0.00%

ZENITH SOLUTIONS, INC.

1.69K

Jun 30, 26

+1.69K

0.00%

Madden Advisory Services, Inc.

1.68K

Jun 30, 26

0.00%

MMA ASSET MANAGEMENT LLC

1.68K

Jun 30, 26

0.00%

Tranquility Partners, LLC

1.68K

Jun 30, 26

-18

0.00%

Plante Moran Financial Advisors, LLC

1.68K

Jun 30, 26

-10

0.00%

Strategic Wealth Partners, Ltd.

1.67K

Jun 30, 26

+160

0.00%

Independent Advisor Alliance

1.67K

Jun 30, 26

-29.13K

0.00%

Elevated Capital Advisors, LLC

1.67K

Jun 30, 26

+188

0.00%

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

1.66K

Jun 30, 26

-15

0.00%

Fiduciary Alliance LLC

1.65K

Jun 30, 26

+1.65K

0.00%

HM PAYSON & CO

1.64K

Jun 30, 26

0.00%

Vident Advisory, LLC

1.63K

Jun 30, 26

+78

0.00%

LexAurum Advisors, LLC

1.62K

Jun 30, 26

-820

0.00%

Flower City Capital

1.62K

Jun 30, 26

0.00%

Provident Wealth Management, LLC

1.62K

Jun 30, 26

0.00%

Synergy Asset Management, LLC

1.60K

Jun 30, 26

-893

0.00%

LVW Advisors, LLC

1.60K

Jun 30, 26

-1.16K

0.00%

ADVISORS MANAGEMENT GROUP INC /ADV

1.59K

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

1.56K

Jun 30, 26

+1.56K

0.00%

Beacon Financial Advisory LLC

1.55K

Jun 30, 26

-30

0.00%

Valtinson Bruner Financial Planning LLC

1.54K

Jun 30, 26

0.00%

Abundance Wealth Counselors

1.54K

Jun 30, 26

+1.54K

0.00%

Midwest Heritage Bank, FSB

1.54K

Jun 30, 26

0.00%

FIRST AMERICAN TRUST, FSB

1.54K

Jun 30, 26

-406

0.00%

CORRADO ADVISORS, LLC

1.54K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

1.53K

Jun 30, 26

+1.53K

0.00%

EVERPAR ADVISORS LLC

1.53K

Jun 30, 26

+80

0.00%

Campion Asset Management

1.53K

Jun 30, 26

0.00%

Objective Capital Management, LLC

1.53K

Jun 30, 26

-5

0.00%

Bonfire Financial

1.51K

Jun 30, 26

0.00%

Holistic Planning, LLC

1.50K

Jun 30, 26

-112

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

1.50K

Jun 30, 26

-505

0.00%

5T Wealth, LLC

1.50K

Jun 30, 26

0.00%

Summit Wealth Group, LLC

1.50K

Jun 30, 26

-6

0.00%

Firestone Capital Management

1.48K

Jun 30, 26

0.00%

Klingman & Associates, LLC

1.48K

Jun 30, 26

-125

0.00%

HHM Wealth Advisors, LLC

1.48K

Jun 30, 26

0.00%

Claro Advisors LLC

1.47K

Jun 30, 26

-41

0.00%

Sentinus, LLC

1.47K

Jun 30, 26

-15

0.00%

Willis Johnson & Associates, Inc.

1.46K

Jun 30, 26

-1.97K

0.00%

DecisionMap Wealth Management, LLC

1.45K

Jun 30, 26

-3

0.00%

BlackDiamond Wealth Management Inc.

1.45K

Jun 30, 26

-43

0.00%

Apeiron RIA LLC

1.44K

Jun 30, 26

-6.24K

0.00%

Balentine LLC

1.44K

Jun 30, 26

0.00%

Werba Rubin Papier Wealth Management

1.43K

Jun 30, 26

0.00%

WHITE PINE CAPITAL LLC

1.43K

Jun 30, 26

0.00%

IVC Wealth Advisors LLC

1.42K

Jun 30, 26

0.00%

Lifestyle Asset Management, Inc.

1.42K

Jun 30, 26

+1.42K

0.00%

YHB Investment Advisors, Inc.

1.42K

Jun 30, 26

0.00%

Bell Bank

1.42K

Jun 30, 26

+28

0.00%

Sage Mountain Advisors LLC

1.41K

Jun 30, 26

0.00%

INSIGHT 2811, INC.

1.41K

Jun 30, 26

0.00%

Peak Financial Management, Inc.

1.41K

Jun 30, 26

0.00%

Ironwood Investment Counsel, LLC

1.39K

Jun 30, 26

-14

0.00%

Soundwatch Capital LLC

1.38K

Jun 30, 26

0.00%

Beverly Hills Private Wealth, LLC

1.38K

Jun 30, 26

0.00%

Lynx Investment Advisory

1.37K

Jun 30, 26

+1.37K

0.00%

GUIDANCE CAPITAL, INC

1.37K

Jun 30, 26

0.00%

Verum Partners LLC

1.35K

Jun 30, 26

-145

0.00%

Tarbox Family Office, Inc.

1.35K

Jun 30, 26

0.00%

Wealth Quarterback LLC

1.34K

Jun 30, 26

-512

0.00%

Investor's Fiduciary Advisor Network, LLC

1.34K

Jun 30, 26

-349

0.00%

Sanibel Captiva Trust Company, Inc.

1.34K

Jun 30, 26

0.00%

WealthTrust Asset Management, LLC

1.32K

Jun 30, 26

-12

0.00%

Forum Financial Management, LP

1.32K

Jun 30, 26

-238

0.00%

DDD Partners, LLC

1.32K

Jun 30, 26

+1.32K

0.00%

THEORY FINANCIAL LLC

1.32K

Jun 30, 26

-12

0.00%

Venturi Wealth Management, LLC

1.32K

Jun 30, 26

-13

0.00%

Quadcap Wealth Management, LLC

1.31K

Jun 30, 26

-551

0.00%

Allegheny Financial Group LTD

1.31K

Jun 30, 26

0.00%

Seneca House Advisors

1.31K

Jun 30, 26

0.00%

St. Louis Trust Co

1.29K

Jun 30, 26

0.00%

STEVENS CAPITAL PARTNERS

1.28K

Jun 30, 26

+1.28K

0.00%

Mascagni Wealth Management, Inc.

1.28K

Jun 30, 26

-3

0.00%

FIRST FINANCIAL BANKSHARES INC

1.28K

Jun 30, 26

0.00%

RCS Financial Planning, LLC

1.27K

Jun 30, 26

-639

0.00%

Waldron Private Wealth LLC

1.27K

Jun 30, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

1.26K

Jun 30, 26

0.00%

SFMG, LLC

1.26K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

1.26K

Jun 30, 26

-125

0.00%

KELLY FINANCIAL GROUP LLC

1.25K

Jun 30, 26

-3

0.00%

Everhart Financial Group, Inc.

1.25K

Jun 30, 26

+35

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

1.25K

Jun 30, 26

0.00%

FCA CORP /TX

1.24K

Jun 30, 26

+1.24K

0.00%

Patten Group, Inc.

1.24K

Jun 30, 26

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

1.24K

Jun 30, 26

-4.28K

0.00%

POTENTIA WEALTH

1.23K

Jun 30, 26

0.00%

DDFG, Inc

1.22K

Jun 30, 26

-104

0.00%

DSG Capital Advisors, LLC

1.22K

Jun 30, 26

0.00%

River Wealth Advisors LLC

1.22K

Jun 30, 26

0.00%

JGP Wealth Management, LLC

1.22K

Jun 30, 26

+15

0.00%

CENTRAL TRUST Co

1.21K

Jun 30, 26

-30

0.00%

WHITTIER TRUST CO

1.21K

Jun 30, 26

+1.21K

0.00%

Parkshore Wealth Management, Inc.

1.20K

Jun 30, 26

0.00%

WEALTH EFFECTS LLC

1.20K

Jun 30, 26

0.00%

Paragon Capital Management Ltd

1.20K

Jun 30, 26

0.00%

Mesirow Financial Investment Management, Inc.

1.20K

Jun 30, 26

0.00%

WINCAP FINANCIAL LLC

1.20K

Jun 30, 26

+1.20K

0.00%

OXFORD FINANCIAL GROUP LTD

1.20K

Jun 30, 26

0.00%

Omega Financial Group, LLC

1.20K

Jun 30, 26

0.00%

KPP Advisory Services LLC

1.18K

Jun 30, 26

-5.32K

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

1.18K

Jun 30, 26

+1.18K

0.00%

BNC WEALTH MANAGEMENT, LLC

1.17K

Jun 30, 26

0.00%

MSH Capital Advisors LLC

1.17K

Jun 30, 26

-234

0.00%

Legacy Financial Group LLC

1.17K

Jun 30, 26

-164

0.00%

Guidance Point Advisors, LLC

1.17K

Jun 30, 26

0.00%

Cedar Wealth Management, LLC

1.16K

Jun 30, 26

+1.16K

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

1.15K

Jun 30, 26

+1.15K

0.00%

KLCM Advisors, Inc.

1.15K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

1.15K

Jun 30, 26

+1.15K

0.00%

One Day In July LLC

1.14K

Jun 30, 26

0.00%

Advisor OS, LLC

1.14K

Jun 30, 26

0.00%

Quantbot Technologies LP

1.13K

Jun 30, 26

-11.88K

0.00%

Financial Management Professionals, Inc.

1.13K

Jun 30, 26

+1.13K

0.00%

Midwest Capital Advisors, LLC

1.13K

Jun 30, 26

-104

0.00%

SEVEN MILE ADVISORY

1.12K

Jun 30, 26

+1.12K

0.00%

Clarus Group, Inc.

1.12K

Jun 30, 26

0.00%

Oak Asset Management, LLC

1.12K

Jun 30, 26

+1.12K

0.00%

Stratos Wealth Advisors, LLC

1.12K

Jun 30, 26

-182

0.00%

Fort Sheridan Advisors LLC

1.12K

Jun 30, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

1.12K

Jun 30, 26

-184

0.00%

ROCKLAND TRUST CO

1.12K

Jun 30, 26

-71

0.00%

Three Cord True Wealth Management, LLC

1.11K

Jun 30, 26

0.00%

Live Oak Investment Partners

1.11K

Jun 30, 26

-96

0.00%

FIRST TRUST ADVISORS LP

1.11K

Jun 30, 26

+1.11K

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

1.10K

Jun 30, 26

+1.10K

0.00%

CASCADE INVESTMENT GROUP, INC.

1.10K

Jun 30, 26

+1.10K

0.00%

CROBAN

1.10K

Jun 30, 26

+1.10K

0.00%

Bedel Financial Consulting, Inc.

1.09K

Jun 30, 26

+1.09K

0.00%

Taylor Financial Group, Inc.

1.09K

Jun 30, 26

+1.09K

0.00%

GW&K Investment Management, LLC

1.08K

Jun 30, 26

-6

0.00%

ASPIRIANT, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Simplicity Wealth,LLC

1.08K

Jun 30, 26

+1.08K

0.00%

ESG Planning

1.08K

Jun 30, 26

-61

0.00%

NTV ASSET MANAGEMENT LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Wealth Management Partners, LLC

1.07K

Jun 30, 26

+1.07K

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.07K

Jun 30, 26

-200

0.00%

MILESTONE ASSET MANAGEMENT, LLC

1.07K

Jun 30, 26

+1.07K

0.00%

JACKSON SQUARE CAPITAL, LLC

1.06K

Jun 30, 26

+1.06K

0.00%

Koss-Olinger Consulting, LLC

1.05K

Jun 30, 26

+1.05K

0.00%

Galvin, Gaustad & Stein, LLC

1.05K

Jun 30, 26

+1.05K

0.00%

NDWM LLC

1.04K

Jun 30, 26

+1.04K

0.00%

Almanack Investment Partners, LLC.

1.04K

Jun 30, 26

+1.04K

0.00%

RHS Financial, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

Evergreen Advisors, LLC

1.04K

Jun 30, 26

0.00%

OPINICUS CAPITAL, INC.

1.04K

Jun 30, 26

+1.04K

0.00%

Hobart Private Capital, LLC

1.04K

Jun 30, 26

-366

0.00%

ZACKS INVESTMENT MANAGEMENT

1.03K

Jun 30, 26

-160

0.00%

Zullo Investment Group, Inc.

1.02K

Jun 30, 26

+1.02K

0.00%

BANK OF NOVA SCOTIA TRUST CO

1.01K

Jun 30, 26

+1.01K

0.00%

First Bancorp, Inc /ME/

1.01K

Jun 30, 26

+1.01K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.01K

Jun 30, 26

0.00%

Y-Intercept (Hong Kong) Ltd

1.01K

Jun 30, 26

+1.01K

0.00%

Ground Swell Capital, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

WASHINGTON TRUST Co

997

Jun 30, 26

+997

0.00%

Finer Wealth Management, Inc.

984

Jun 30, 26

+984

0.00%

Destiny Capital Corp/CO

984

Jun 30, 26

+984

0.00%

InTrack Investment Management Inc

983

Jun 30, 26

-1.22K

0.00%

IAG Wealth Partners, LLC

978

Jun 30, 26

0.00%

Aldebaran Financial Inc.

978

Jun 30, 26

+978

0.00%

Powers Advisory Group, LLC

975

Jun 30, 26

+975

0.00%

Burns Matteson Capital Management, LLC

960

Jun 30, 26

+960

0.00%

Athena Investment Management

960

Jun 30, 26

+960

0.00%

ARMSTRONG ADVISORY GROUP, INC

959

Jun 30, 26

0.00%

White Lighthouse Investment Management Inc.

947

Jun 30, 26

+947

0.00%

Clearwater Capital Advisors, LLC

945

Jun 30, 26

+945

0.00%

PACIFIC SUN FINANCIAL CORP

940

Jun 30, 26

+940

0.00%

Hurley Capital, LLC

937

Jun 30, 26

0.00%

NOVUS ADVISORS, LLC

936

Jun 30, 26

+936

0.00%

Advisors Preferred, LLC

934

Jun 30, 26

+934

0.00%

VERUS CAPITAL PARTNERS, LLC

926

Jun 30, 26

-1.86K

0.00%

Drucker Wealth 3.0, LLC

921

Jun 30, 26

+921

0.00%

Sound View Wealth Advisors Group, LLC

921

Jun 30, 26

+921

0.00%

SIMON QUICK ADVISORS, LLC

907

Jun 30, 26

+907

0.00%

NOVEM GROUP

904

Jun 30, 26

+904

0.00%

Hexagon Capital Partners LLC

900

Jun 30, 26

+900

0.00%

Pathway Financial Advisors LLC

896

Jun 30, 26

+896

0.00%

Selective Wealth Management, Inc.

890

Jun 30, 26

+890

0.00%

Round Rock Advisors, LLC

883

Jun 30, 26

+883

0.00%

River Street Advisors LLC

882

Jun 30, 26

+882

0.00%

Fonville Wealth Management LLC

880

Jun 30, 26

+880

0.00%

Chemistry Wealth Management LLC

875

Jun 30, 26

+875

0.00%

Blue Rock Wealth Management LLC

875

Jun 30, 26

+875

0.00%

Journey Advisory Group, LLC

870

Jun 30, 26

+870

0.00%

FF Advisors,LLC

867

Jun 30, 26

+867

0.00%

Arlington Capital Management, Inc.

863

Jun 30, 26

+863

0.00%

Capital Advantage, Inc.

863

Jun 30, 26

+863

0.00%

GGM Financials LLC

863

Jun 30, 26

-41

0.00%

Invera Wealth Advisors, LLC

850

Jun 30, 26

+850

0.00%

United Asset Strategies, Inc.

850

Jun 30, 26

+850

0.00%

Banco Santander, S.A.

848

Jun 30, 26

+848

0.00%

Pinnacle Wealth Management Advisory Group, LLC

847

Jun 30, 26

+847

0.00%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

844

Jun 30, 26

+844

0.00%

First County Bank /CT/

841

Jun 30, 26

+841

0.00%

SYM FINANCIAL Corp

833

Jun 30, 26

+379

0.00%

Peachtree Investment Partners, LLC

829

Jun 30, 26

+25

0.00%

PRESILIUM PRIVATE WEALTH, LLC

828

Jun 30, 26

+828

0.00%

Hartford Financial Management Inc.

823

Jun 30, 26

+276

0.00%

Nadler Financial Group, Inc.

820

Jun 30, 26

+820

0.00%

Colonial Trust Advisors

818

Jun 30, 26

0.00%

Cornell Pochily Investment Advisors, Inc.

816

Jun 30, 26

+816

0.00%

ZEVIN ASSET MANAGEMENT LLC

816

Jun 30, 26

+816

0.00%

Summit Trail Advisors, LLC

816

Jun 30, 26

+816

0.00%

Richardson Capital Management LLC

815

Jun 30, 26

0.00%

Wealth Group Ltd

812

Jun 30, 26

+812

0.00%

CATHY PARETO & ASSOCIATES, INC

811

Jun 30, 26

+811

0.00%

Private Wealth Partners, LLC

810

Jun 30, 26

+810

0.00%

WELCH & FORBES LLC

800

Jun 30, 26

+800

0.00%

SIMPLEX TRADING, LLC

800

Jun 30, 26

-1.64K

0.00%

Pictet & Cie (Europe) SA

800

Jun 30, 26

+800

0.00%

Legacy Advisors, LLC

800

Jun 30, 26

+800

0.00%

AMG National Trust Bank

800

Jun 30, 26

+800

0.00%

Praetorian Wealth Management, Inc.

800

Jun 30, 26

+800

0.00%

CAPITAL ADVISORS INC/OK

800

Jun 30, 26

+800

0.00%

PENINSULA ASSET MANAGEMENT INC

800

Jun 30, 26

+800

0.00%

Goelzer Investment Management, Inc.

800

Jun 30, 26

+800

0.00%

DOCK STREET ASSET MANAGEMENT INC

800

Jun 30, 26

+800

0.00%

New Republic Capital, LLC

764

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

748

Jun 30, 26

+28

0.00%

Physician Wealth Advisors, Inc.

747

Jun 30, 26

-112

0.00%

Vanguard National Trust Co

724

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

702

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

700

Jun 30, 26

-400

0.00%

PICTON MAHONEY ASSET MANAGEMENT

700

Jun 30, 26

-200

0.00%

Allspring Global Investments Holdings, LLC

660

Jun 30, 26

+660

0.00%

AMERICAN NATIONAL BANK

655

Jun 30, 26

0.00%

ADIRONDACK TRUST CO

654

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

650

Jun 30, 26

0.00%

CoreFirst Bank & Trust

650

Jun 30, 26

-150

0.00%

Wells Financial Advisors INC

625

Jun 30, 26

0.00%

Bollard Group LLC

625

Jun 30, 26

+625

0.00%

Greykasell Wealth Strategies, Inc.

622

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

615

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

605

Jun 30, 26

0.00%

MTM Investment Management, LLC

600

Jun 30, 26

0.00%

Truvestments Capital LLC

580

Jun 30, 26

0.00%

Davis Capital Management

573

Jun 30, 26

+200

0.00%

DEUTSCHE BANK AG\

572

Jun 30, 26

0.00%

Cheviot Value Management, LLC

550

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

545

Jun 30, 26

0.00%

Continuum Advisory, LLC

544

Jun 30, 26

+544

0.00%

CKW FINANCIAL GROUP

540

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

531

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

520

Jun 30, 26

+520

0.00%

Founders Capital Management

490

Jun 30, 26

0.00%

Newton One Investments LLC

479

Jun 30, 26

0.00%

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

475

Jun 30, 26

0.00%

Crewe Advisors LLC

474

Jun 30, 26

0.00%

MeadowBrook Investment Advisors LLC

465

Jun 30, 26

0.00%

Stone House Investment Management, LLC

462

Jun 30, 26

-608

0.00%

Morton Brown Family Wealth, LLC

452

Jun 30, 26

0.00%

Millstone Evans Group, LLC

450

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

435

Jun 30, 26

0.00%

MATHER GROUP, LLC.

403

Jun 30, 26

0.00%

Biltmore Family Office, LLC

400

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

400

Jun 30, 26

0.00%

FIRST COMMUNITY TRUST NA

400

Jun 30, 26

0.00%

Archer Investment Corp

396

Jun 30, 26

+334

0.00%

Hamilton Point Investment Advisors, LLC

386

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

382

Jun 30, 26

+382

0.00%

BOKF, NA

364

Jun 30, 26

-246

0.00%

Financial Network Wealth Advisors LLC

361

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

352

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

345

Jun 30, 26

-1

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

344

Jun 30, 26

0.00%

UMB Bank, n.a.

340

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

335

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

335

Jun 30, 26

-17

0.00%

MCF Advisors LLC

312

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

308

Jun 30, 26

-660

0.00%

Lodestone Wealth Management LLC

294

Jun 30, 26

-15

0.00%

Bay Harbor Wealth Management, LLC

291

Jun 30, 26

0.00%

Dunhill Financial, LLC

286

Jun 30, 26

-100

0.00%

Lloyd Advisory Services, LLC.

279

Jun 30, 26

+119

0.00%

GoalVest Advisory LLC

270

Jun 30, 26

0.00%

SouthState Corp

235

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

235

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

219

Jun 30, 26

+217

0.00%

Grove Bank & Trust

218

Jun 30, 26

+218

0.00%

First Command Advisory Services, Inc.

216

Jun 30, 26

-155

0.00%

Centennial Bank/AR/

214

Jun 30, 26

0.00%

Banque Cantonale Vaudoise

208

Jun 30, 26

+208

0.00%

FINANCIAL CONSULATE, INC

207

Jun 30, 26

0.00%

Tidemark, LLC

190

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

190

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

172

Jun 30, 26

-16

0.00%

Citizens National Bank Trust Department

170

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

168

Jun 30, 26

+168

0.00%

SOFI WEALTH, LLC

167

Jun 30, 26

-113

0.00%

TSFG, LLC

164

Jun 30, 26

0.00%

Collier Financial

163

Jun 30, 26

-12

0.00%

Kingdom Financial Group LLC.

160

Jun 30, 26

0.00%

Bangor Savings Bank

158

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

157

Jun 30, 26

+157

0.00%

Harbor Asset Planning, Inc.

156

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

156

Jun 30, 26

+156

0.00%

TOMPKINS FINANCIAL CORP

152

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

150

Jun 30, 26

-250

0.00%

Bell Investment Advisors, Inc

143

Jun 30, 26

0.00%

Triumph Capital Management

143

Jun 30, 26

0.00%

Activest Wealth Management

140

Jun 30, 26

-1.16K

0.00%

Bank Julius Baer & Co. Ltd, Zurich

136

Jun 30, 26

+136

0.00%

Front Row Advisors LLC

134

Jun 30, 26

-960

0.00%

HOLLENCREST CAPITAL MANAGEMENT

128

Jun 30, 26

0.00%

EPG Wealth Management LLC

126

Jun 30, 26

0.00%

Evolution Advisers, Inc.

124

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

121

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

101

Jun 30, 26

0.00%

Pacifica Partners Inc.

100

Jun 30, 26

0.00%

Morse Asset Management, Inc

100

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Armor Investment Advisors, LLC

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Joseph Group Capital Management

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

0.00%

West Branch Capital LLC

Jun 30, 26

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+59

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

CITY HOLDING CO

Jun 30, 26

-100

0.00%

Gen-Wealth Partners Inc

Jun 30, 26

-88

0.00%

Smithfield Trust Co

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

-40

0.00%

BFSG, LLC

Jun 30, 26

+45

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

NBT BANK N A /NY

Jun 30, 26

-546

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

SWAN Capital LLC

Jun 30, 26

0.00%

COUNTRY TRUST BANK

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

Corsicana & Co.

Jun 30, 26

+25

0.00%

Hanson & Doremus Investment Management

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

Jun 30, 26

0.00%

Strategic Advocates LLC

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

Roxbury Financial LLC

Jun 30, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

Jun 30, 26

0.00%

VIMA LLC

Jun 30, 26

+16

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

-7

0.00%

CHELSEA COUNSEL CO

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

0.00%

Costello Asset Management, INC

Jun 30, 26

0.00%

FIRST HORIZON CORP

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-106

WT Wealth Management

Jun 30, 26

-4.29K

True North Advisors, LLC

Jun 30, 26

-2.42K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-353

Quadrant Private Wealth Management, LLC

Jun 30, 26

-5.02K

ALTERNA WEALTH MANAGEMENT, INC

Jun 30, 26

-2.38K

Ariadne Wealth Management, LP

Jun 30, 26

-1.69K

IMC-Chicago, LLC

Jun 30, 26

-2.45K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-6.07K

MARSHALL WACE, LLP

Jun 30, 26

-68.02K

Private Wealth Asset Management, LLC

Jun 30, 26

-227

S. R. Schill & Associates

Jun 30, 26

-10.96K

GKV Capital Management Co., Inc.

Jun 30, 26

-1.46K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-67

DMC Group, LLC

Jun 30, 26

-1.50K

ADAPT WEALTH ADVISORS, LLC

Jun 30, 26

-4.57K

Pinkerton Retirement Specialists, LLC

Jun 30, 26

-283.94K

BASSO CAPITAL MANAGEMENT, L.P.

Jun 30, 26

-270

Cannon Advisors, Inc.

Jun 30, 26

-3.98K

Independent Solutions Wealth Management, LLC

Jun 30, 26

-3.51K

Goodman Advisory Group, LLC

Jun 30, 26

-2.81K

OGOREK ANTHONY JOSEPH /NY/ /ADV

Jun 30, 26

-20

Viewpoint Capital Management LLC

Jun 30, 26

-2

Golden State Equity Partners

Jun 30, 26

-5.28K

Magnolia Wealth Management, LLC

Jun 30, 26

-125

Thoma Capital Management LLC

Jun 30, 26

-1.52K

True Link Financial Advisors, LLC

Jun 30, 26

-570

Cardinal Strategic Wealth Guidance

Jun 30, 26

-31

Missouri Trust & Investment Co

Jun 30, 26

-750

AXQ CAPITAL, LP

Jun 30, 26

-3.94K

IMZ Advisory Inc

Jun 30, 26

-1.35K

Team Financial Group, LLC

Jun 30, 26

-282

Genesee Capital Advisors, LLC

Jun 30, 26

-1.67K

Destiny Wealth Partners, LLC

Jun 30, 26

-174

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-927

Baer Investment Advisory LLC

Jun 30, 26

-6.95K

ALLSTATE CORP

Jun 30, 26

-20.96K

Well Done, LLC

Jun 30, 26

-2.32K

MORGAN STANLEY

5.03M

Mar 31, 26

-743.71K

5.08%

PGIM Custom Harvest LLC

4.55M

Mar 31, 26

+191.05K

4.59%

BANK OF AMERICA CORP /DE/

3.41M

Mar 31, 26

-153.24K

3.44%

UBS Group AG

1.76M

Mar 31, 26

-65.50K

1.77%

WELLS FARGO & COMPANY/MN

1.51M

Mar 31, 26

-45.58K

1.52%

RAYMOND JAMES FINANCIAL INC

1.47M

Mar 31, 26

-6.72K

1.48%

HSBC HOLDINGS PLC

977.83K

Mar 31, 26

+91.34K

0.99%

TWO SIGMA INVESTMENTS, LP

920.12K

Mar 31, 26

-118.10K

0.93%

ROYAL BANK OF CANADA

892.56K

Mar 31, 26

-65.31K

0.90%

AMERIPRISE FINANCIAL INC

611.19K

Mar 31, 26

-133.38K

0.62%

ADVISOR GROUP HOLDINGS, INC.

598.84K

Mar 31, 26

-58.05K

0.60%

FIL Ltd

594.18K

Mar 31, 26

+594.18K

0.60%

Cetera Investment Advisers

509.38K

Mar 31, 26

-57.59K

0.51%

Dynasty Wealth Management, LLC

352.76K

Mar 31, 26

-633.38K

0.36%

GOLDMAN SACHS GROUP INC

330.99K

Mar 31, 26

-257.29K

0.33%

Colony Group, LLC

324.27K

Mar 31, 26

+11.91K

0.33%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

319.44K

Mar 31, 26

+732

0.32%

CAPTRUST FINANCIAL ADVISORS

302.71K

Mar 31, 26

-3.00K

0.31%

Rockefeller Capital Management L.P.

286.96K

Mar 31, 26

+6.12K

0.29%

JONES FINANCIAL COMPANIES LLLP

272.07K

Mar 31, 26

+32.00K

0.27%

STIFEL FINANCIAL CORP

246.66K

Mar 31, 26

-73.96K

0.25%

Sanctuary Advisors, LLC

231.48K

Mar 31, 26

+22.15K

0.23%

Parker Investment Management, LLC

204.53K

Mar 31, 26

-45.80K

0.21%

NewEdge Advisors, LLC

182.78K

Mar 31, 26

-256

0.18%

Creative Planning

152.55K

Mar 31, 26

-7.35K

0.15%

COMMERCE BANK

146.06K

Mar 31, 26

-1.02K

0.15%

Equitable Holdings, Inc.

137.28K

Mar 31, 26

-14.77K

0.14%

Integrated Wealth Concepts LLC

107.39K

Mar 31, 26

+7.44K

0.11%

Perennial Investment Advisors, LLC

99.54K

Mar 31, 26

-995

0.10%

Advisory Services Network, LLC

96.16K

Mar 31, 26

-14.26K

0.10%

BANK OF MONTREAL /CAN/

91.45K

Mar 31, 26

-12.37K

0.09%

CI Private Wealth, LLC

91.38K

Mar 31, 26

-2.37K

0.09%

FMR LLC

86.13K

Mar 31, 26

+3.85K

0.09%

Cerity Partners LLC

85.86K

Mar 31, 26

+6.38K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

76.97K

Mar 31, 26

-13.81K

0.08%

WCG Wealth Advisors LLC

76.70K

Mar 31, 26

-11.97K

0.08%

CWM, LLC

69.80K

Mar 31, 26

-58.03K

0.07%

CITADEL ADVISORS LLC

69.16K

Mar 31, 26

+59.83K

0.07%

HUNTINGTON NATIONAL BANK

64.47K

Mar 31, 26

+3.22K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

63.12K

Mar 31, 26

-6.25K

0.06%

Steward Partners Investment Advisory, LLC

56.72K

Mar 31, 26

-15.94K

0.06%

MAI Capital Management

55.42K

Mar 31, 26

-590

0.06%

Jackson Wealth Management, LLC

54.09K

Mar 31, 26

+148

0.05%

Quantinno Capital Management LP

52.48K

Mar 31, 26

+25.03K

0.05%

IHT Wealth Management, LLC

48.58K

Mar 31, 26

-4.14K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

46.98K

Mar 31, 26

-5.06K

0.05%

Federation des caisses Desjardins du Quebec

43.41K

Mar 31, 26

-773

0.04%

BNP PARIBAS ARBITRAGE, SNC

40.44K

Mar 31, 26

+3.28K

0.04%

Prostatis Group LLC

40.26K

Mar 31, 26

-13.46K

0.04%

Keebeck Wealth Management, LLC

39.07K

Mar 31, 26

-3.29K

0.04%

Baird Financial Group, Inc.

38.49K

Mar 31, 26

-3.41K

0.04%

NORTHERN TRUST CORP

35.59K

Mar 31, 26

-2.08K

0.04%

U.S. Capital Wealth Advisors, LLC

35.15K

Mar 31, 26

+4.92K

0.04%

EP Wealth Advisors, LLC

32.69K

Mar 31, 26

-1.08K

0.03%

Independent Advisor Alliance

30.80K

Mar 31, 26

+29.02K

0.03%

Jaffetilchin Investment Partners, LLC

28.75K

Mar 31, 26

-145

0.03%

US BANCORP \DE\

27.48K

Mar 31, 26

-8.51K

0.03%

BROWN ADVISORY INC

26.93K

Mar 31, 26

+2.37K

0.03%

NATIXIS ADVISORS, L.P.

25.98K

Mar 31, 26

+2.75K

0.03%

Cresset Asset Management, LLC

24.61K

Mar 31, 26

+2.18K

0.02%

Ameritas Advisory Services, LLC

23.89K

Mar 31, 26

-435

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.14K

Mar 31, 26

+1.51K

0.02%

CreativeOne Wealth, LLC

22.75K

Mar 31, 26

+2.86K

0.02%

Sunbelt Securities, Inc.

21.69K

Mar 31, 26

-254

0.02%

Elwood & Goetz Wealth Advisory Group, LLC

21.67K

Mar 31, 26

+4.70K

0.02%

ALLSTATE CORP

20.96K

Mar 31, 26

-7.12K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.32K

Mar 31, 26

+5.61K

0.02%

Mutual Advisors, LLC

20.12K

Mar 31, 26

-3.05K

0.02%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

20.03K

Mar 31, 26

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

19.19K

Mar 31, 26

-242

0.02%

Foundations Investment Advisors, LLC

18.32K

Mar 31, 26

-4.10K

0.02%

Inscription Capital, LLC

18.07K

Mar 31, 26

+555

0.02%

AQR CAPITAL MANAGEMENT LLC

18.04K

Mar 31, 26

-287

0.02%

Western Wealth Management, LLC

17.18K

Mar 31, 26

+3.54K

0.02%

Haverford Trust Co

16.78K

Mar 31, 26

0.02%

Beacon Pointe Advisors, LLC

16.04K

Mar 31, 26

+2.33K

0.02%

Gotham Asset Management, LLC

15.92K

Mar 31, 26

+481

0.02%

FIRST MANHATTAN CO. LLC.

15.92K

Mar 31, 26

0.02%

Regal Investment Advisors LLC

15.26K

Mar 31, 26

-192

0.02%

STOCK YARDS BANK & TRUST CO

15.08K

Mar 31, 26

+2.86K

0.02%

Waverly Advisors, LLC

14.75K

Mar 31, 26

-544

0.01%

CONDOR CAPITAL MANAGEMENT

14.42K

Mar 31, 26

-1.29K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

13.79K

Mar 31, 26

+9.44K

0.01%

KKM Financial LLC

13.51K

Mar 31, 26

0.01%

Pensionmark Financial Group, LLC

12.69K

Mar 31, 26

-1.44K

0.01%

CENTAURUS FINANCIAL, INC.

12.15K

Mar 31, 26

-1.70K

0.01%

Concorde Asset Management, LLC

11.76K

Mar 31, 26

-1.15K

0.01%

CAPITAL PERFORMANCE ADVISORS LLP

11.30K

Mar 31, 26

+11.30K

0.01%

NCM Capital Management, LLC

10.42K

Mar 31, 26

-50

0.01%

Coastal Bridge Advisors, LLC

10.41K

Mar 31, 26

-77

0.01%

Visionary Wealth Advisors

9.87K

Mar 31, 26

-120

0.01%

Riverview Capital Advisers, LLC

9.83K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

9.38K

Mar 31, 26

-294

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

9.26K

Mar 31, 26

+634

0.01%

JOURNEY STRATEGIC WEALTH LLC

9.22K

Mar 31, 26

+898

0.01%

Catalina Capital Group, LLC

8.82K

Mar 31, 26

+63

0.01%

Vivaldi Capital Management LP

8.53K

Mar 31, 26

-1

0.01%

FRANKLIN RESOURCES INC

8.33K

Mar 31, 26

0.01%

Meridian Wealth Advisors, LLC

8.08K

Mar 31, 26

0.01%

Charter Oak Capital Management, LLC

8.00K

Mar 31, 26

0.01%

Modern Wealth Management, LLC

7.84K

Mar 31, 26

-1.09K

0.01%

RMB Capital Management, LLC

7.66K

Mar 31, 26

+347

0.01%

Mount Yale Investment Advisors, LLC

7.32K

Mar 31, 26

+7.32K

0.01%

SAXON INTERESTS, INC.

7.20K

Mar 31, 26

+42

0.01%

Invesco Ltd.

7.17K

Mar 31, 26

+81

0.01%

Baer Investment Advisory LLC

6.95K

Mar 31, 26

+6.95K

0.01%

Empowered Funds, LLC

6.77K

Mar 31, 26

+1.49K

0.01%

Financial Network Wealth Management LLC

6.67K

Mar 31, 26

0.01%

Stillwater Wealth Management Group

6.18K

Mar 31, 26

+330

0.01%

Brinker Capital Investments, LLC

6.11K

Mar 31, 26

-32.93K

0.01%

Hudson Portfolio Management LLC

6.10K

Mar 31, 26

0.01%

Lavaca Capital LLC

6.06K

Mar 31, 26

0.01%

Advyzon Investment Management, LLC

5.80K

Mar 31, 26

+2.62K

0.01%

Yukon Wealth Management, Inc.

5.66K

Mar 31, 26

-210

0.01%

PANORAMIC INVESTMENT ADVISORS, LLC

5.52K

Mar 31, 26

-109

0.01%

Kingsview Wealth Management, LLC

5.34K

Mar 31, 26

+810

0.01%

Palumbo Wealth Management LLC

5.20K

Mar 31, 26

0.01%

Marex Group plc

4.82K

Mar 31, 26

+4.82K

0.00%

Lighthouse Financial LLC

4.79K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

4.73K

Mar 31, 26

-1.29K

0.00%

ADAPT WEALTH ADVISORS, LLC

4.57K

Mar 31, 26

+22

0.00%

Summit Financial, LLC

4.46K

Mar 31, 26

-8.34K

0.00%

Vestmark Advisory Solutions, Inc.

4.43K

Mar 31, 26

+4.43K

0.00%

Empower Advisory Group, LLC

4.35K

Mar 31, 26

-3.25K

0.00%

Financial Engines Advisors L.L.C.

4.31K

Mar 31, 26

-10

0.00%

Qube Research & Technologies Ltd

4.16K

Mar 31, 26

+1.00K

0.00%

Advance Capital Management, Inc.

4.14K

Mar 31, 26

0.00%

Family Management Corp

3.86K

Mar 31, 26

0.00%

Mill Creek Capital Advisors, LLC

3.83K

Mar 31, 26

0.00%

PRUDENT INVESTORS NETWORK, INC.

3.71K

Mar 31, 26

-21

0.00%

SEI INVESTMENTS CO

3.71K

Mar 31, 26

+3.71K

0.00%

SkyView Investment Advisors, LLC

3.61K

Mar 31, 26

0.00%

Ausdal Financial Partners, Inc.

3.44K

Mar 31, 26

-474

0.00%

Willis Johnson & Associates, Inc.

3.43K

Mar 31, 26

-105

0.00%

Ancora Advisors, LLC

3.40K

Mar 31, 26

-176

0.00%

Chesapeake Wealth Management

3.38K

Mar 31, 26

-28

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

3.37K

Mar 31, 26

+3.37K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

3.28K

Mar 31, 26

-225

0.00%

BRADLEY FOSTER & SARGENT INC/CT

3.17K

Mar 31, 26

-82

0.00%

Neuberger Berman Group LLC

3.07K

Mar 31, 26

-289

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

3.03K

Mar 31, 26

0.00%

Harvest Investment Services, LLC

2.99K

Mar 31, 26

-235

0.00%

Manchester Capital Management LLC

2.97K

Mar 31, 26

0.00%

Michels Family Financial, LLC

2.96K

Mar 31, 26

-34

0.00%

PACES FERRY WEALTH ADVISORS, LLC

2.89K

Mar 31, 26

0.00%

Trek Financial, LLC

2.84K

Mar 31, 26

-27.57K

0.00%

Asset Management Group, Inc.

2.77K

Mar 31, 26

0.00%

FPC INVESTMENT ADVISORY, INC.

2.75K

Mar 31, 26

-730

0.00%

STRATEGY ASSET MANAGERS LLC

2.75K

Mar 31, 26

-64

0.00%

Hilltop Holdings Inc.

2.69K

Mar 31, 26

-1.54K

0.00%

Trexquant Investment LP

2.67K

Mar 31, 26

+508

0.00%

SMITH, MOORE & CO.

2.60K

Mar 31, 26

-150

0.00%

AMERIFLEX GROUP, INC.

2.60K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

2.43K

Mar 31, 26

0.00%

Stonebrook Private Inc.

2.38K

Mar 31, 26

-16.45K

0.00%

Warm Springs Advisors Inc.

2.31K

Mar 31, 26

0.00%

Silicon Valley Capital Partners

2.21K

Mar 31, 26

0.00%

Accelerate Investment Advisors LLC

2.14K

Mar 31, 26

-13

0.00%

JT Stratford LLC

2.08K

Mar 31, 26

+13

0.00%

StoneX Group Inc.

2.06K

Mar 31, 26

-4.06K

0.00%

ALLIANCEBERNSTEIN L.P.

2.05K

Mar 31, 26

+275

0.00%

Argentarii, LLC

2.00K

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.95K

Mar 31, 26

-111

0.00%

DF DENT & CO INC

1.91K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.85K

Mar 31, 26

-29

0.00%

TOWNSQUARE CAPITAL LLC

1.82K

Mar 31, 26

0.00%

Granite Bay Wealth Management, LLC

1.80K

Mar 31, 26

0.00%

Widmann Financial Services, Inc.

1.80K

Mar 31, 26

0.00%

PENNINGTON PARTNERS & CO., LLC

1.78K

Mar 31, 26

0.00%

Betterment LLC

1.77K

Mar 31, 26

+175

0.00%

One Capital Management, LLC

1.76K

Mar 31, 26

-1.04K

0.00%

Three Seasons Wealth, LLC

1.71K

Mar 31, 26

-47.36K

0.00%

VectorGlobal IAG, Inc.

1.70K

Mar 31, 26

+1.70K

0.00%

Sequent Planning LLC

1.67K

Mar 31, 26

+1.67K

0.00%

Financial Gravity Asset Management, Inc.

1.59K

Mar 31, 26

-16

0.00%

Larson Financial Group LLC

1.59K

Mar 31, 26

+86

0.00%

Vident Advisory, LLC

1.55K

Mar 31, 26

-95

0.00%

Strategic Wealth Partners, Ltd.

1.51K

Mar 31, 26

-26

0.00%

GM Advisory Group, Inc.

1.49K

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

1.47K

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

1.45K

Mar 31, 26

0.00%

Leo Wealth, LLC

1.39K

Mar 31, 26

-11

0.00%

COZAD ASSET MANAGEMENT INC

1.39K

Mar 31, 26

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

1.38K

Mar 31, 26

-2.12K

0.00%

Soundwatch Capital LLC

1.38K

Mar 31, 26

-480

0.00%

SFMG, LLC

1.26K

Mar 31, 26

0.00%

POTENTIA WEALTH

1.23K

Mar 31, 26

-579

0.00%

ZACKS INVESTMENT MANAGEMENT

1.19K

Mar 31, 26

-188

0.00%

Evanson Asset Management, LLC

1.18K

Mar 31, 26

-16

0.00%

Capstone Financial Advisors, Inc.

1.16K

Mar 31, 26

0.00%

Frederick Financial Consultants, LLC

1.14K

Mar 31, 26

0.00%

Financial Advisors Network, Inc.

1.11K

Mar 31, 26

0.00%

Front Row Advisors LLC

1.09K

Mar 31, 26

0.00%

IFG Advisory, LLC

1.09K

Mar 31, 26

-20.60K

0.00%

Caitlin John, LLC

942

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

927

Mar 31, 26

+927

0.00%

PICTON MAHONEY ASSET MANAGEMENT

900

Mar 31, 26

+300

0.00%

Cherry Tree Wealth Management, LLC

888

Mar 31, 26

0.00%

Missouri Trust & Investment Co

750

Mar 31, 26

+750

0.00%

BARCLAYS PLC

699

Mar 31, 26

-15.05K

0.00%

Synergy Investment Management, LLC

656

Mar 31, 26

+656

0.00%

Newbridge Financial Services Group, Inc.

593

Mar 31, 26

-600

0.00%

ELEVATE WEALTH ADVISORY, INC

545

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

545

Mar 31, 26

0.00%

Biltmore Family Office, LLC

400

Mar 31, 26

0.00%

Park Place Capital Corp

348

Mar 31, 26

0.00%

UMB Bank, n.a.

340

Mar 31, 26

0.00%

Leo H. Evart, Inc.

270

Mar 31, 26

+270

0.00%

Transamerica Financial Advisors, Inc.

217

Mar 31, 26

-14.49K

0.00%

HANTZ FINANCIAL SERVICES, INC.

188

Mar 31, 26

0.00%

JDM Financial Group LLC

151

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

128

Mar 31, 26

+76

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

119

Mar 31, 26

0.00%

Allianz Asset Management GmbH

100

Mar 31, 26

-100

0.00%

Morse Asset Management, Inc

100

Mar 31, 26

0.00%

VAN ECK ASSOCIATES CORP

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

SWAN Capital LLC

Mar 31, 26

0.00%

Strategic Advocates LLC

Mar 31, 26

-85

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

Imprint Wealth LLC

Mar 31, 26

-18

0.00%

Redwood Investment Management, LLC

Mar 31, 26

-1.13K

True Vision MN LLC

Mar 31, 26

-2.34K

American Trust

Mar 31, 26

-1.03K

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Mar 31, 26

-111.93K

Operose Advisors LLC

Mar 31, 26

-49

USA Financial Portformulas Corp

Mar 31, 26

-13.13K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-328

Jefferies Financial Group Inc.

Mar 31, 26

-2.00K

Biondo Investment Advisors, LLC

Mar 31, 26

-5.28K

Headlands Technologies LLC

Mar 31, 26

-1.83K

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-2.38K

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Mar 31, 26

-44.73K

Cambria Investment Management, L.P.

Mar 31, 26

-1.45K

Sandbox Financial Partners, LLC

Mar 31, 26

-1.05K

KM Capital Management Ltd.

Mar 31, 26

-7.18K

FARMERS TRUST CO

Mar 31, 26

-1.23K

Pure Financial Advisors, LLC

Mar 31, 26

-1.11K

Camarda Financial Advisors, LLC

Mar 31, 26

-70.02K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-10.10K

CIBC Private Wealth Group, LLC

63.70K

Dec 31, 25

-3.00K

0.06%

COMERICA BANK

33.54K

Dec 31, 25

-2.96K

0.03%

High Falls Advisors, Inc

9.49K

Dec 31, 25

-4.08K

0.01%

Austin Private Wealth, LLC

8.33K

Dec 31, 25

-1.23K

0.01%

Yeomans Consulting Group, Inc.

6.53K

Dec 31, 25

+373

0.01%

MERITAGE PORTFOLIO MANAGEMENT

3.76K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

3.35K

Dec 31, 25

0.00%

Dentgroup LLC

3.00K

Dec 31, 25

-12

0.00%

NICOLET ADVISORY SERVICES, LLC

2.89K

Dec 31, 25

+37

0.00%

Oldfather Financial Services, LLC

1.91K

Dec 31, 25

0.00%

Northwest Capital Management Inc

1.39K

Dec 31, 25

-394

0.00%

Janney Capital Management LLC

1.36K

Dec 31, 25

0.00%

Ransom Advisory, Ltd

1.06K

Dec 31, 25

+1.06K

0.00%

Prosperity Wealth Management, Inc.

1.04K

Dec 31, 25

0.00%

Long Run Wealth Advisors, LLC

1.04K

Dec 31, 25

0.00%

MGB Wealth Management, LLC

984

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

906

Dec 31, 25

-3

0.00%

GPS Wealth Strategies Group, LLC

339

Dec 31, 25

-4.51K

0.00%

Nalls Sherbakoff Group, LLC

200

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-114

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-2.25K

Clearview Wealth Advisors LLC

Dec 31, 25

-4.91K

Apexium Financial, LP

206.72K

Sep 30, 25

+4.29K

0.21%

Guerra Advisors Inc

65.81K

Sep 30, 25

-6.51K

0.07%

GRIES FINANCIAL LLC

58.66K

Sep 30, 25

-2.45K

0.06%

Moloney Securities Asset Management, LLC

58.24K

Sep 30, 25

+49.67K

0.06%

COUNTRY CLUB BANK /GFN

24.80K

Sep 30, 25

-800

0.03%

Siligmueller & Norvid Wealth Advisors LLC

9.97K

Sep 30, 25

+9.97K

0.01%

EWG Elevate Inc.

8.67K

Sep 30, 25

+8.67K

0.01%

SPC Financial, Inc.

7.99K

Sep 30, 25

-219

0.01%

Copperleaf Capital, LLC

7.09K

Sep 30, 25

-4.42K

0.01%

Glenmede Investment Management, LP

6.88K

Sep 30, 25

-11

0.01%

Full Sail Capital, LLC

6.35K

Sep 30, 25

-134

0.01%

Wealthstream Advisors, Inc.

5.05K

Sep 30, 25

0.01%

Certus Wealth Management, LLC

4.88K

Sep 30, 25

-11.82K

0.00%

SYNOVUS FINANCIAL CORP

4.81K

Sep 30, 25

-245

0.00%

Financial Advocates Investment Management

4.08K

Sep 30, 25

-6.70K

0.00%

WOLVERINE TRADING, LLC

3.78K

Sep 30, 25

+3.78K

0.00%

PINNACLE FINANCIAL PARTNERS INC

3.07K

Sep 30, 25

0.00%

Jarislowsky, Fraser Ltd

2.88K

Sep 30, 25

0.00%

PITCAIRN CO

1.96K

Sep 30, 25

0.00%

FULLCIRCLE WEALTH LLC

1.80K

Sep 30, 25

-5.09K

0.00%

Hemington Wealth Management

985

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

938

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

175

Sep 30, 25

-62

0.00%

Abich Financial Wealth Management LLC

109

Sep 30, 25

+109

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

Gitterman Wealth Management, LLC

Sep 30, 25

-140

Lion Street Advisors, LLC

Sep 30, 25

-2.64K

AVANTAX ADVISORY SERVICES, INC.

327.68K

Jun 30, 25

+495

0.33%

Congress Wealth Management LLC / DE /

316.23K

Jun 30, 25

-2.31K

0.32%

First Horizon Advisors, Inc.

90.57K

Jun 30, 25

-1.49K

0.09%

Atria Wealth Solutions, Inc.

66.99K

Jun 30, 25

-78.45K

0.07%

Summit X, LLC

62.61K

Jun 30, 25

+19.77K

0.06%

Graypoint LLC

30.73K

Jun 30, 25

+799

0.03%

Northeast Financial Consultants Inc

20.56K

Jun 30, 25

0.02%

My Legacy Advisors, LLC

13.75K

Jun 30, 25

-730

0.01%

Bordeaux Wealth Advisors LLC

12.60K

Jun 30, 25

0.01%

Better Money Decisions, LLC

6.27K

Jun 30, 25

0.01%

SCHNIEDERS CAPITAL MANAGEMENT LLC

4.53K

Jun 30, 25

0.00%

Elios Financial Group Inc.

3.74K

Jun 30, 25

-661

0.00%

TFG Advisers LLC

3.51K

Jun 30, 25

-124

0.00%

Semmax Financial Advisors Inc.

2.54K

Jun 30, 25

-489

0.00%

Capital Market Strategies LLC

2.32K

Jun 30, 25

0.00%

Good Life Advisors, LLC

1.42K

Jun 30, 25

+1.42K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.31K

Jun 30, 25

+1.31K

0.00%

Tyler-Stone Wealth Management

1.27K

Jun 30, 25

+1.27K

0.00%

Centricity Wealth Management, LLC

678

Jun 30, 25

-70

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-1.35K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-133

DOHJ, LLC

Jun 30, 25

-7.60K

Sandy Spring Bank

66.51K

Mar 31, 25

-3.83K

0.07%

Orion Portfolio Solutions, LLC

58.49K

Mar 31, 25

-3.42K

0.06%

Spectrum Wealth Counsel, LLC

49.07K

Mar 31, 25

+2.17K

0.05%

Lane & Associates LLC

16.51K

Mar 31, 25

+513

0.02%

BEACH INVESTMENT COUNSEL INC/PA

9.80K

Mar 31, 25

0.01%

Marcum Wealth, LLC

9.79K

Mar 31, 25

-421

0.01%

Transform Wealth, LLC

5.60K

Mar 31, 25

-249

0.01%

Cutter & CO Brokerage, Inc.

4.08K

Mar 31, 25

-359

0.00%

Safeguard Financial, LLC

3.60K

Mar 31, 25

+3.60K

0.00%

Grant/GrossMendelsohn, LLC

3.59K

Mar 31, 25

-56

0.00%

Rappaport Reiches Capital Management, LLC

2.81K

Mar 31, 25

-313

0.00%

Bremer Bank National Association

2.09K

Mar 31, 25

0.00%

Callan Capital, LLC

1.71K

Mar 31, 25

-1

0.00%

Sheaff Brock Investment Advisors, LLC

1.60K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

776

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

West Coast Financial LLC

Mar 31, 25

-1.29K

Aveo Capital Partners, LLC

Mar 31, 25

-2.50K

Signify Wealth

54.36K

Dec 31, 24

+2.87K

0.05%

Maxwell Wealth Strategies Inc.

30.40K

Dec 31, 24

+877

0.03%

AlphaMark Advisors, LLC

11.77K

Dec 31, 24

-537

0.01%

WR Wealth Planners, LLC

7.43K

Dec 31, 24

-5.71K

0.01%

TrinityPoint Wealth, LLC

5.54K

Dec 31, 24

0.01%

Executive Wealth Management, LLC

4.66K

Dec 31, 24

0.00%

Anchor Pointe Wealth Management, LLC

4.65K

Dec 31, 24

+4.65K

0.00%

Maiden Cove Capital, LLC

2.96K

Dec 31, 24

-344

0.00%

Cassady Schiller Wealth Management, LLC

2.26K

Dec 31, 24

0.00%

Peninsula Wealth, LLC

1.97K

Dec 31, 24

-165

0.00%

UNIONVIEW, LLC

1.82K

Dec 31, 24

0.00%

Gray Wealth Management Inc.

1.73K

Dec 31, 24

+30

0.00%

Bray Capital Advisors

1.71K

Dec 31, 24

0.00%

WMS Partners, LLC

1.61K

Dec 31, 24

0.00%

Private Portfolio Partners LLC

1.33K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

702

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

691

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

460

Dec 31, 24

-180

0.00%

Sugarloaf Wealth Management, LLC

350

Dec 31, 24

-11

0.00%

Sanctuary Wealth Management, L.L.C.

152

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-21.86K

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-355

Raymond James Financial Services Advisors, Inc.

963.01K

Sep 30, 24

+8.70K

0.97%

RAYMOND JAMES & ASSOCIATES

631.18K

Sep 30, 24

+9.74K

0.64%

Axiom Advisory, LLC

129.03K

Sep 30, 24

+2.10K

0.13%

Alera Investment Advisors, LLC

123.81K

Sep 30, 24

-3.66K

0.12%

TNF LLC

46.29K

Sep 30, 24

-442

0.05%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

36.45K

Sep 30, 24

-3.05K

0.04%

CONCENTRIC WEALTH MANAGEMENT, LLC

35.40K

Sep 30, 24

-120

0.04%

New Potomac Partners, LLC

15.63K

Sep 30, 24

-255

0.02%

RAYMOND JAMES TRUST N.A.

15.31K

Sep 30, 24

-1.76K

0.02%

LWMG, LLC

14.10K

Sep 30, 24

+161

0.01%

Source Financial Advisors LLC

8.46K

Sep 30, 24

+638

0.01%

ETFIDEA, LLC

7.39K

Sep 30, 24

-381

0.01%

PRIO WEALTH LIMITED PARTNERSHIP

7.16K

Sep 30, 24

-40

0.01%

Divergent Wealth Advisors

4.38K

Sep 30, 24

0.00%

Aspire Wealth Management Corp

4.20K

Sep 30, 24

-447

0.00%

Kowal Investment Group, LLC

3.99K

Sep 30, 24

-96

0.00%

First Personal Financial Services

2.46K

Sep 30, 24

0.00%

Garrison Asset Management, LLC

2.02K

Sep 30, 24

-65

0.00%

Waypoint Capital Advisors, LLC

2.00K

Sep 30, 24

0.00%

9258 Wealth Management, LLC

1.64K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

1.43K

Sep 30, 24

-193

0.00%

VitalStone Financial, LLC

878

Sep 30, 24

-61

0.00%

Family Asset Management, LLC

408

Sep 30, 24

-115

0.00%

Halpern Financial, Inc.

120

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+33

0.00%

BlackRock Inc.

1.94M

Jun 30, 24

-133.06K

1.96%

BENJAMIN F. EDWARDS & COMPANY, INC.

14.63K

Jun 30, 24

-3.15K

0.01%

Relative Value Partners Group, LLC

10.04K

Jun 30, 24

+10.04K

0.01%

GIRARD PARTNERS LTD.

5.77K

Jun 30, 24

0.01%

HYMAN CHARLES D

5.44K

Jun 30, 24

-136

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.98K

Jun 30, 24

-97

0.00%

Private Ocean, LLC

2.43K

Jun 30, 24

+2.43K

0.00%

ARVEST TRUST CO N A

2.12K

Jun 30, 24

0.00%

TCWP LLC

1.46K

Jun 30, 24

-131

0.00%

ICA Group Wealth Management, LLC

125

Jun 30, 24

-1.31K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

-50

Cetera Advisors LLC

287.34K

Mar 31, 24

+111.77K

0.29%

Cetera Advisor Networks LLC

220.80K

Mar 31, 24

+10.34K

0.22%

Derbend Asset Management

25.82K

Mar 31, 24

+1.73K

0.03%

Eudaimonia Partners, LLC

8.94K

Mar 31, 24

+31

0.01%

EUDAIMONIA ADVISORS LLC

7.78K

Mar 31, 24

+507

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.74K

Mar 31, 24

0.00%

NORWOOD FINANCIAL CORP

2.61K

Mar 31, 24

0.00%

Ratio Wealth Group

2.41K

Mar 31, 24

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Connectus Wealth, LLC

Mar 31, 24

-50.84K

CREDIT SUISSE AG/

Mar 31, 24

-2.42K

WEALTHSOURCE PARTNERS, LLC

238.19K

Dec 31, 23

+62.43K

0.24%

Rollins Financial

84.76K

Dec 31, 23

+14.21K

0.09%

Simplicity Solutions, LLC

74.30K

Dec 31, 23

-854

0.08%

FOCUS FINANCIAL NETWORK INC /ADV

53.75K

Dec 31, 23

+53.75K

0.05%

Day & Ennis, LLC

43.02K

Dec 31, 23

+4.16K

0.04%

Bartlett & Co. LLC

27.68K

Dec 31, 23

0.03%

Baystate Wealth Management LLC

20.97K

Dec 31, 23

+4.69K

0.02%

PROVENCE WEALTH MANAGEMENT GROUP

15.03K

Dec 31, 23

-2.18K

0.02%

DFPG INVESTMENTS, LLC

14.88K

Dec 31, 23

+1.69K

0.02%

Pariax, LLC

10.95K

Dec 31, 23

0.01%

WADE G W & INC

3.72K

Dec 31, 23

-240

0.00%

Columbia Trust Co 01012016

3.20K

Dec 31, 23

-40

0.00%

Curi Wealth Management, LLC

2.50K

Dec 31, 23

0.00%

StrategIQ Financial Group, LLC

2.46K

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

156.01K

Sep 30, 23

-149.77K

0.16%

Icon Wealth Partners, LLC

71.73K

Sep 30, 23

-61.67K

0.07%

PATHSTONE FAMILY OFFICE, LLC

55.17K

Sep 30, 23

+55.17K

0.06%

COMERICA SECURITIES,INC.

26.25K

Sep 30, 23

-28.50K

0.03%

ADVISOR PARTNERS II, LLC

6.59K

Sep 30, 23

+3.98K

0.01%

ROPES WEALTH ADVISORS LLC

5.91K

Sep 30, 23

-630

0.01%

Truadvice, LLC

5.80K

Sep 30, 23

-1.36K

0.01%

INNOVIS ASSET MANAGEMENT LLC

4.81K

Sep 30, 23

0.00%

TIEDEMANN ADVISORS, LLC

4.68K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

4.50K

Sep 30, 23

0.00%

PRW Wealth Management LLC

3.45K

Sep 30, 23

+3.45K

0.00%

COLONY GROUP LLC

2.36K

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+19

0.00%

V Wealth Advisors LLC

Sep 30, 23

-6.37K

KCS Wealth Advisory

Sep 30, 23

-1.89K

Veritable, L.P.

52.57K

Jun 30, 23

0.05%

Financial Architects, Inc

9.68K

Jun 30, 23

0.01%

BMS Financial Advisors, LLC

9.66K

Jun 30, 23

-9.57K

0.01%

TimeScale Financial, Inc.

6.75K

Jun 30, 23

+2.02K

0.01%

TIAA, FSB

5.10K

Jun 30, 23

+619

0.01%

Endurance Wealth Management, Inc.

3.58K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

2.28K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

1.21K

Jun 30, 23

+414

0.00%

Kalos Management, Inc.

681

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

440

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

271

Jun 30, 23

0.00%

Quantitative Advantage, LLC

356.50K

Mar 31, 23

+1.30K

0.36%

True Capital Management

6.85K

Mar 31, 23

-199

0.01%

Baldrige Asset Management LLC

304

Mar 31, 23

-23

0.00%

Sargent Bickham Lagudis LLC

24.23K

Dec 31, 22

0.02%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

21.64K

Dec 31, 22

-6.12K

0.02%

F3Logic, LLC

11.71K

Dec 31, 22

-2.94K

0.01%

Gallagher Benefit Services, Inc.

11.71K

Dec 31, 22

+11.71K

0.01%

Personal Capital Advisors Corp

5.55K

Dec 31, 22

+721

0.01%

Laurel Wealth Advisors, Inc.

5.52K

Dec 31, 22

+5.52K

0.01%

GOFEN & GLOSSBERG LLC /IL/

5.20K

Dec 31, 22

0.01%

Capital Directions Investment Advisors, LLC

1.46K

Dec 31, 22

+1.46K

0.00%

Cribstone Capital Management, LLC

400

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-60

55I, LLC

85.19K

Sep 30, 22

-78.06K

0.09%

ACG Wealth

39.82K

Sep 30, 22

-360

0.04%

Danda Trouve Investment Management, Inc.

30.69K

Sep 30, 22

-198

0.03%

Brightworth

26.53K

Sep 30, 22

-298

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

22.16K

Sep 30, 22

+524

0.02%

DOWLING & YAHNKE LLC

10.66K

Sep 30, 22

0.01%

REGENTATLANTIC CAPITAL LLC

9.56K

Sep 30, 22

0.01%

American Portfolios Advisors

7.99K

Sep 30, 22

-178

0.01%

BALASA DINVERNO & FOLTZ LLC

3.66K

Sep 30, 22

0.00%

EATON VANCE MANAGEMENT

3.30K

Sep 30, 22

0.00%

Maryland Capital Management

2.96K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

1.58K

Sep 30, 22

-1.72K

0.00%

Covington Capital Management

1.00K

Sep 30, 22

0.00%

FourThought Financial, LLC

348

Sep 30, 22

0.00%

Legacy Wealth Planning, LLC

Sep 30, 22

-2.96K

Pinnacle Private Wealth, LLC

37.26K

Jun 30, 22

-1.61K

0.04%

MURPHY CAPITAL MANAGEMENT INC

24.56K

Jun 30, 22

-1.19K

0.02%

B. Riley Wealth Management, Inc.

9.15K

Jun 30, 22

+9.15K

0.01%

Private Capital Group, LLC

5.03K

Jun 30, 22

-6.40K

0.01%

ADVISOR PARTNERS LLC

3.74K

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

3.04K

Jun 30, 22

-49

0.00%

BREWIN DOLPHIN LTD

1.46K

Jun 30, 22

+110

0.00%

Nauset Wealth Management. LLC

80.52K

Mar 31, 22

-1.25K

0.08%

Karn, Couzens & Associates, Inc.

13.17K

Mar 31, 22

-1.96K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

9.38K

Mar 31, 22

+4.99K

0.01%

PALLADIUM PARTNERS LLC

6.71K

Mar 31, 22

0.01%

Lenox Wealth Advisors, LLC

4.27K

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

586

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

456

Mar 31, 22

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-1.04K

VIVID FINANCIAL MANAGEMENT, INC.

73.98K

Dec 31, 21

-3.27K

0.07%

Country Club Trust Company, n.a.

30.01K

Dec 31, 21

0.03%

NEXT Financial Group, Inc

10.37K

Dec 31, 21

-1.11K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

8.08K

Dec 31, 21

+822

0.01%

Carroll Financial Associates, Inc.

4.53K

Dec 31, 21

-4.91K

0.00%

REILLY FINANCIAL ADVISORS, LLC

165

Dec 31, 21

-15

0.00%

Ameritas Investment Company, LLC

33.75K

Sep 30, 21

+13.65K

0.03%

Homrich & Berg

13.23K

Sep 30, 21

-461

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

11.69K

Sep 30, 21

+417

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

7.75K

Sep 30, 21

0.01%

Cascadia Advisory Services, LLC

6.89K

Sep 30, 21

+4.06K

0.01%

BBVA USA

Sep 30, 21

0.00%

BEL AIR INVESTMENT ADVISORS LLC

23.16K

Jun 30, 21

0.02%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

13.58K

Jun 30, 21

0.01%

USCA RIA LLC

2.74K

Jun 30, 21

-80

0.00%

Pinnacle Advisory Group, Inc.

476.73K

Mar 31, 21

-157.06K

0.48%

Integer Wealth Advisors Group LLC

9.00K

Mar 31, 21

0.01%

HOWARD CAPITAL MANAGEMENT

227.27K

Dec 31, 20

+166.26K

0.23%

NIEMANN CAPITAL MANAGEMENT INC

3.32K

Dec 31, 20

+1.79K

0.00%

OLD MISSION CAPITAL, LLC

2.50K

Dec 31, 20

+2.50K

0.00%

Winslow, Evans & Crocker, Inc.

800

Dec 31, 20

+600

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

440

Dec 31, 20

+330

0.00%

First Allied Advisory Services, Inc.

8.86K

Sep 30, 20

-3.58K

0.01%

Blue Chip Wealth Management, Inc.

1.39K

Sep 30, 20

0.00%

Independence Advisors, LLC

Sep 30, 20

-50

0.00%

TRADITION ASSET MANAGEMENT LLC

12.60K

Jun 30, 20

+12.60K

0.01%

FRONTIER INVESTMENT MGMT CO

1.06K

Jun 30, 20

0.00%

IBERIABANK CORP

789

Jun 30, 20

+789

0.00%

TRUEWEALTH LLC

635

Jun 30, 20

+635

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

0.00%

Osborn Williams & Donohoe LLC

Mar 31, 20

-38.81K

Advisor Group, Inc.

81.91K

Dec 31, 19

+7.81K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

52.91K

Dec 31, 19

+5.40K

0.05%

Chapwood Capital Investment Management, LLC

6.77K

Dec 31, 19

+6.77K

0.01%

Sequoia Wealth Management, LLC

2.38K

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

18.55K

Sep 30, 19

+1.10K

0.02%

SUNTRUST BANKS INC

1.70K

Sep 30, 19

-10

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Sep 30, 19

-49

MONROE BANK & TRUST/MI

73.78K

Jun 30, 19

-5.89K

0.07%

HL FINANCIAL SERVICES LLC

2.24K

Mar 31, 19

-255

0.00%

WealthTrust Fairport, LLC

746

Mar 31, 19

0.00%

Peachtree Investment Advisors, Inc.

22.39K

Dec 31, 18

+467

0.02%

Questar Asset Management, Inc.

2.81K

Dec 31, 18

+2.81K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

1.81K

Dec 31, 18

-6

0.00%

Clarfeld Financial Advisors, LLC

235

Dec 31, 18

+235

0.00%

RAND WEALTH, LLC

3.91K

Sep 30, 18

0.00%

Vantage Investment Advisors, LLC

2.92K

Sep 30, 18

+893

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

2.81K

Sep 30, 18

+485

0.00%

Boulegeris Investments, Inc.

6.38K

Jun 30, 18

-25

0.01%

Edge Advisors, LLC

347

Jun 30, 18

-123

0.00%

AURORA FINANCIAL ADVISORS, LLC

2.47K

Dec 31, 17

+2.47K

0.00%

IFC Holdings Incorporated/FL

2.35K

Dec 31, 17

-1.34K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-9.39K

NATIONAL PLANNING CORP

Dec 31, 17

-14.14K

Commonwealth Equity Services, Inc

58.93K

Jun 30, 17

+8.49K

0.06%

Virtu KCG Holdings LLC

6.94K

Jun 30, 17

+6.94K

0.01%

WFG Advisors, LP

1.23K

Jun 30, 17

+848

0.00%

FIRST FINANCIAL EQUITY CORPORATION

4.63K

Mar 31, 17

+4.63K

0.00%

LBA Wealth Management, LLC

1.26K

Mar 31, 17

-300

0.00%

BlackRock Investment Management, LLC

74.88K

Dec 31, 16

-2.71K

0.08%

BLACKROCK ADVISORS LLC

49.28K

Dec 31, 16

-1.29K

0.05%

MSI Financial Services Inc

33.12K

Dec 31, 16

+11.54K

0.03%

Braver Wealth Management, LLC

12.53K

Dec 31, 16

-59.30K

0.01%

Argentus Capital Management, LLC

Dec 31, 16

-23

ADVISOR CONSULTANT NETWORK INC

11.95K

Sep 30, 16

+11.95K

0.01%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-250

SOCIETE GENERALE

17.57K

Jun 30, 16

+17.57K

0.02%

Carnick & Kubik, LLC

23.00K

Mar 31, 16

+67

0.02%

Gupta Wealth Management LLC

400

Mar 31, 16

-600

0.00%

CINQUE PARTNERS LLC

9.47K

Dec 31, 15

-31.46K

0.01%

Pinnacle Summer Investments, Inc.

300

Dec 31, 15

0.00%

J.P. Turner & Co Capital Mnagement, LLC

20.37K

Sep 30, 15

+17.16K

0.02%

CITY NATIONAL BANK

4.54K

Sep 30, 15

+1.69K

0.00%

Aris Wealth Services, Inc.

Sep 30, 15

-85

MANAGED ACCOUNT ADVISORS LLC

2.50K

Jun 30, 15

-760

0.00%

First Allied Asset Management, Inc.

7.10K

Mar 31, 15

+2.06K

0.01%

BAIRD ROBERT W & CO INC /WI/

6.18K

Mar 31, 15

+2.89K

0.01%

Mariner Wealth Advisors-NYC, LLC

1.65K

Mar 31, 15

+1.65K

0.00%

BOSTON PRIVATE BANK & TRUST CO

190

Mar 31, 15

0.00%

Placemark Investments, Inc.

410.71K

Dec 31, 14

+87.24K

0.41%

NEW ENGLAND SECURITIES CORP /MA/

2.70K

Dec 31, 14

+200

0.00%

UBS AG

528.15K

Sep 30, 14

-8.70K

0.53%

WILMINGTON TRUST CO

12.05K

Jun 30, 14

+600

0.01%

KMS FINANCIAL SERVICES, INC

2.73K

Jun 30, 14

-6.55K

0.00%

Jane Street Holding, LLC

Dec 31, 13

-5.06K

STIFEL NICOLAUS & CO INC \MO\

13.45K

Sep 30, 13

-12.29K

0.01%

Signator Financial Services, Inc.

120

Sep 30, 13

0.00%

CITY NATIONAL ROCHDALE, LLC

5.56K

Dec 31, 12

+5.56K

0.01%

First Allied Securities, Inc.

7.39K

Jun 30, 12

+80

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

1.84K

Dec 31, 10

0.00%

RBC cees Trustee LTD

3.00K

Sep 30, 09

0.00%

RBC Dominion Securities Inc.

9.59K

Dec 31, 08

+4.35K

0.01%

PIPER SANDLER COMPANIES

200

Dec 31, 07

+200

0.00%

PEOPLES BANCORP INC

5.59K

Sep 30, 07

+1.07K

0.01%