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JEPI(JEPI)

JEPI

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Holder

Date

Change

% Held

MORGAN STANLEY

48.73M

Jun 30, 26

+1.24M

6.25%

BANK OF AMERICA CORP /DE/

29.74M

Jun 30, 26

-1.26M

3.81%

WELLS FARGO & COMPANY/MN

17.31M

Jun 30, 26

+948.01K

2.22%

ENVESTNET ASSET MANAGEMENT INC

11.31M

Jun 30, 26

+146.79K

1.45%

LPL Financial LLC

10.36M

Jun 30, 26

+3.14M

1.33%

RAYMOND JAMES FINANCIAL INC

8.78M

Jun 30, 26

+221.09K

1.13%

ROYAL BANK OF CANADA

8.02M

Jun 30, 26

-346.99K

1.03%

Cetera Investment Advisers

6.91M

Jun 30, 26

+825.75K

0.89%

UBS Group AG

6.53M

Jun 30, 26

-236.61K

0.84%

JPMORGAN CHASE & CO

5.84M

Jun 30, 26

-6.43M

0.75%

ADVISOR GROUP HOLDINGS, INC.

5.79M

Jun 30, 26

+373.77K

0.74%

COMMONWEALTH EQUITY SERVICES, LLC

3.91M

Jun 30, 26

-451.48K

0.50%

RiverFront Investment Group, LLC

3.52M

Jun 30, 26

-684.09K

0.45%

JONES FINANCIAL COMPANIES LLLP

3.43M

Jun 30, 26

+388.60K

0.44%

MML INVESTORS SERVICES, LLC

3.32M

Jun 30, 26

+578.61K

0.43%

CIBC Bancorp USA Inc.

2.92M

Jun 30, 26

-32.34K

0.37%

Confluence Wealth Services, Inc.

2.82M

Jun 30, 26

+463.26K

0.36%

STIFEL FINANCIAL CORP

2.78M

Jun 30, 26

-46.07K

0.36%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.67M

Jun 30, 26

+33.57K

0.34%

Equitable Holdings, Inc.

2.53M

Jun 30, 26

+389.28K

0.32%

Janney Montgomery Scott LLC

2.35M

Jun 30, 26

-451.38K

0.30%

Bank of New York Mellon Corp

2.32M

Jun 30, 26

+269.25K

0.30%

HighTower Advisors, LLC

2.19M

Jun 30, 26

-730.01K

0.28%

Cornerstone Advisory, LLC

2.08M

Jun 30, 26

+48.70K

0.27%

PNC FINANCIAL SERVICES GROUP, INC.

2.04M

Jun 30, 26

+110.31K

0.26%

Kestra Advisory Services, LLC

2.04M

Jun 30, 26

+197.07K

0.26%

Cambridge Investment Research Advisors, Inc.

1.89M

Jun 30, 26

+108.82K

0.24%

Rockefeller Capital Management L.P.

1.70M

Jun 30, 26

-17.88K

0.22%

FAS Wealth Partners, Inc.

1.67M

Jun 30, 26

+136.08K

0.21%

FIRST FOUNDATION ADVISORS

1.57M

Jun 30, 26

-7.51K

0.20%

Enstar Group LTD

1.54M

Jun 30, 26

0.20%

Hamilton Capital, LLC

1.46M

Jun 30, 26

+39.11K

0.19%

Atlantic Union Bankshares Corp

1.41M

Jun 30, 26

+126.44K

0.18%

Prosperity Consulting Group, LLC

1.40M

Jun 30, 26

+30.32K

0.18%

Allworth Financial LP

1.35M

Jun 30, 26

+58.36K

0.17%

Clearstead Advisors, LLC

1.24M

Jun 30, 26

+7.86K

0.16%

Colony Group, LLC

1.17M

Jun 30, 26

+82.41K

0.15%

NewEdge Advisors, LLC

1.10M

Jun 30, 26

+318.92K

0.14%

SHP Wealth Management

1.05M

Jun 30, 26

+105.34K

0.13%

Traynor Capital Management, Inc.

1.04M

Jun 30, 26

+51.26K

0.13%

FRANKLIN RESOURCES INC

1.02M

Jun 30, 26

+15.68K

0.13%

Foguth Wealth Management, LLC.

998.74K

Jun 30, 26

+79.22K

0.13%

Steward Partners Investment Advisory, LLC

989.01K

Jun 30, 26

-49.07K

0.13%

TRUIST FINANCIAL CORP

963.15K

Jun 30, 26

-31.23K

0.12%

Beacon Pointe Advisors, LLC

917.27K

Jun 30, 26

+207.85K

0.12%

Apollon Wealth Management, LLC

911.78K

Jun 30, 26

+107.27K

0.12%

CARY STREET PARTNERS FINANCIAL LLC

883.14K

Jun 30, 26

-92.04K

0.11%

Private Advisor Group, LLC

875.33K

Jun 30, 26

+621.60K

0.11%

TCG Advisory Services, LLC

862.89K

Jun 30, 26

+26.61K

0.11%

Kathmere Capital Management, LLC

858.56K

Jun 30, 26

+102.59K

0.11%

Brookstone Capital Management

840.57K

Jun 30, 26

-61.86K

0.11%

Pinnacle Financial Partners, Inc.

787.47K

Jun 30, 26

-138.08K

0.10%

MAI Capital Management

779.21K

Jun 30, 26

+94.75K

0.10%

Oakworth Capital, Inc.

761.97K

Jun 30, 26

+35.40K

0.10%

First Financial Bank - Trust Division

731.10K

Jun 30, 26

+94.37K

0.09%

PINNACLE ASSOCIATES LTD

728.74K

Jun 30, 26

+11.21K

0.09%

NOTTINGHAM ADVISORS, INC.

720.89K

Jun 30, 26

-95.99K

0.09%

Baird Financial Group, Inc.

677.21K

Jun 30, 26

-52.69K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

664.51K

Jun 30, 26

+4.89K

0.09%

KESTRA PRIVATE WEALTH SERVICES, LLC

650.70K

Jun 30, 26

+5.99K

0.08%

Horizon Advisory Services, Inc.

643.05K

Jun 30, 26

+147.93K

0.08%

Integrated Wealth Concepts LLC

630.52K

Jun 30, 26

+96.22K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

623.95K

Jun 30, 26

-145.50K

0.08%

FUKOKU MUTUAL LIFE INSURANCE Co

617.00K

Jun 30, 26

+202.00K

0.08%

STEPHENS INC /AR/

614.92K

Jun 30, 26

+6.82K

0.08%

Coastal Bridge Advisors, LLC

603.07K

Jun 30, 26

+6.67K

0.08%

Hilton Capital Management, LLC

602.76K

Jun 30, 26

+211.36K

0.08%

CORNERSTONE ENTERPRISES, LLC

567.41K

Jun 30, 26

+33.51K

0.07%

Mariner, LLC

561.81K

Jun 30, 26

-47.20K

0.07%

Cerity Partners LLC

553.07K

Jun 30, 26

+5.55K

0.07%

Sterling Investment Counsel, LLC

551.24K

Jun 30, 26

+18.88K

0.07%

Bouchey Financial Group Ltd

551.04K

Jun 30, 26

+21.66K

0.07%

CITIGROUP INC

542.34K

Jun 30, 26

+67.01K

0.07%

BOKF, NA

527.36K

Jun 30, 26

+24.53K

0.07%

Prime Capital Investment Advisors, LLC

524.14K

Jun 30, 26

+23.88K

0.07%

Capital Investment Advisors, LLC

518.47K

Jun 30, 26

-22.75K

0.07%

DAVENPORT & Co LLC

516.21K

Jun 30, 26

+47.47K

0.07%

Requisite Capital Management, LLC

509.30K

Jun 30, 26

+216.29K

0.07%

Lido Advisors, LLC

503.99K

Jun 30, 26

+40.54K

0.06%

RATIONAL ADVISORS LLC

499.38K

Jun 30, 26

-34.63K

0.06%

Wagner Wealth Management, LLC

482.62K

Jun 30, 26

+18.48K

0.06%

Curran Financial Partners, LLC

461.35K

Jun 30, 26

+55.76K

0.06%

Sanctuary Advisors, LLC

446.01K

Jun 30, 26

-39.56K

0.06%

Midwest Trust Co

444.52K

Jun 30, 26

-27.02K

0.06%

ORRSTOWN FINANCIAL SERVICES INC

443.48K

Jun 30, 26

+10.49K

0.06%

Aptus Capital Advisors, LLC

440.19K

Jun 30, 26

-24.50K

0.06%

SRS Capital Advisors, Inc.

432.32K

Jun 30, 26

+236.45K

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

430.22K

Jun 30, 26

+74.33K

0.06%

Pinnacle Wealth Management Advisory Group, LLC

428.86K

Jun 30, 26

+16.94K

0.06%

Global Wealth Management Investment Advisory, Inc.

423.92K

Jun 30, 26

+37.10K

0.05%

Prospera Financial Services Inc

423.85K

Jun 30, 26

-35.82K

0.05%

Avantax Planning Partners, Inc.

415.89K

Jun 30, 26

+20.54K

0.05%

HBW Advisory Services LLC

414.56K

Jun 30, 26

-18.34K

0.05%

CAPTRUST FINANCIAL ADVISORS

406.84K

Jun 30, 26

+19.61K

0.05%

Melia Wealth LLC

404.61K

Jun 30, 26

+1.59K

0.05%

J.W. COLE ADVISORS, INC.

391.30K

Jun 30, 26

-133.68K

0.05%

TigerOak Management, L.L.C.

386.66K

Jun 30, 26

+3.70K

0.05%

Chicago Partners Investment Group LLC

382.04K

Jun 30, 26

+9.09K

0.05%

OPPENHEIMER & CO INC

378.38K

Jun 30, 26

+67.52K

0.05%

Wealthfront Advisers LLC

375.49K

Jun 30, 26

+108.07K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

371.38K

Jun 30, 26

+25.56K

0.05%

PRINCIPAL SECURITIES, INC.

370.28K

Jun 30, 26

-41.09K

0.05%

EP Wealth Advisors, LLC

368.01K

Jun 30, 26

+45.83K

0.05%

Apella Capital, LLC

366.54K

Jun 30, 26

-16.03K

0.05%

ROTHSCHILD INVESTMENT LLC

364.43K

Jun 30, 26

+14.80K

0.05%

Cooper Financial Group

362.11K

Jun 30, 26

+20.69K

0.05%

BLAIR WILLIAM & CO/IL

360.23K

Jun 30, 26

+76.58K

0.05%

Beacon Financial Advisory LLC

360.02K

Jun 30, 26

+7.07K

0.05%

Capital Investment Advisory Services, LLC

358.11K

Jun 30, 26

+63.69K

0.05%

Rezny Wealth Management, Inc.

354.27K

Jun 30, 26

-10.26K

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

346.50K

Jun 30, 26

+60.95K

0.04%

FIFTH THIRD BANCORP

346.29K

Jun 30, 26

-1.40K

0.04%

Waverly Advisors, LLC

338.12K

Jun 30, 26

-206.73K

0.04%

HARBOUR INVESTMENTS, INC.

324.85K

Jun 30, 26

+5.79K

0.04%

HUNTINGTON NATIONAL BANK

320.96K

Jun 30, 26

+1.25K

0.04%

CHOREO, LLC

318.69K

Jun 30, 26

-75.65K

0.04%

Tenzing Financial LLC

313.23K

Jun 30, 26

+5.66K

0.04%

Columbus Macro, LLC

313.17K

Jun 30, 26

+19.53K

0.04%

Advisory Services Network, LLC

312.13K

Jun 30, 26

-1.58K

0.04%

TOBIAS FINANCIAL ADVISORS, INC.

310.18K

Jun 30, 26

+4.50K

0.04%

ARROW FINANCIAL CORP

307.39K

Jun 30, 26

+51.34K

0.04%

1 NORTH WEALTH SERVICES LLC

306.54K

Jun 30, 26

+19.08K

0.04%

Geneos Wealth Management Inc.

302.98K

Jun 30, 26

+55.65K

0.04%

Americana Partners, LLC

300.65K

Jun 30, 26

-1.63K

0.04%

SFMG, LLC

298.10K

Jun 30, 26

+11.62K

0.04%

Steele Capital Management, Inc.

293.18K

Jun 30, 26

-15.73K

0.04%

AdvisorNet Financial, Inc

292.36K

Jun 30, 26

-29.63K

0.04%

Creative Planning

280.37K

Jun 30, 26

-170

0.04%

Tradition Wealth Management, LLC

278.32K

Jun 30, 26

+11.53K

0.04%

ADVISORS MANAGEMENT GROUP INC /ADV

277.69K

Jun 30, 26

+315

0.04%

Bernardo Wealth Planning LLC

277.58K

Jun 30, 26

-27.10K

0.04%

Cresset Asset Management, LLC

276.87K

Jun 30, 26

-14.17K

0.04%

D.A. DAVIDSON & CO.

276.35K

Jun 30, 26

-1.50K

0.04%

MCIA Inc

275.40K

Jun 30, 26

+1.56K

0.04%

Everest Financial Group LLC

274.03K

Jun 30, 26

+5.53K

0.04%

FAGAN ASSOCIATES, INC.

269.89K

Jun 30, 26

-10.37K

0.03%

RETIREMENT PLANNING GROUP, LLC / NY

267.11K

Jun 30, 26

+22.82K

0.03%

APPLETON PARTNERS INC/MA

266.23K

Jun 30, 26

+7.43K

0.03%

Financial Futures Ltd Liability Co.

262.60K

Jun 30, 26

+18.52K

0.03%

Legacy Edge Advisors, LLC

262.51K

Jun 30, 26

+19.08K

0.03%

SBI Securities Co., Ltd.

261.76K

Jun 30, 26

+2.50K

0.03%

PATTEN & PATTEN INC/TN

258.51K

Jun 30, 26

-17.56K

0.03%

Eaton Financial Holdings Company, LLC

257.68K

Jun 30, 26

+223.50K

0.03%

Larson Financial Group LLC

256.06K

Jun 30, 26

+12.13K

0.03%

FLOYD FINANCIAL GROUP LLC

254.04K

Jun 30, 26

+74.98K

0.03%

Magnus Financial Group LLC

253.55K

Jun 30, 26

+1.45K

0.03%

Indivisible Partners

251.96K

Jun 30, 26

-14.42K

0.03%

Rakuten Investment Management, Inc.

251.53K

Jun 30, 26

+251.53K

0.03%

Prentice Wealth Management LLC

251.39K

Jun 30, 26

+9.70K

0.03%

Pensionmark Financial Group, LLC

250.36K

Jun 30, 26

+1.49K

0.03%

Kingsview Wealth Management, LLC

247.39K

Jun 30, 26

+1.78K

0.03%

Signature Wealth Management Partners, LLC

245.02K

Jun 30, 26

-3.04K

0.03%

Trinity Legacy Partners, LLC

244.45K

Jun 30, 26

+7.69K

0.03%

Wealthcare Advisory Partners LLC

240.85K

Jun 30, 26

-176.95K

0.03%

Fermata Advisors, LLC

240.39K

Jun 30, 26

-3.37K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

237.90K

Jun 30, 26

+8.53K

0.03%

John A. Wolfe & Associates, Inc.

234.02K

Jun 30, 26

+26.61K

0.03%

Mechanics Bank Trust Department

229.94K

Jun 30, 26

-24.83K

0.03%

MTM FINANCIAL GROUP, LLC

228.84K

Jun 30, 26

+19.96K

0.03%

St. Clair Advisors, LLC

226.15K

Jun 30, 26

-53.51K

0.03%

WESTWOOD HOLDINGS GROUP INC

224.94K

Jun 30, 26

+3.83K

0.03%

Community Bank, N.A.

224.92K

Jun 30, 26

+140

0.03%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

223.72K

Jun 30, 26

-40.56K

0.03%

WEDBUSH SECURITIES INC

223.13K

Jun 30, 26

+14.47K

0.03%

IVC Wealth Advisors LLC

223.04K

Jun 30, 26

+3.51K

0.03%

NATIXIS ADVISORS, L.P.

218.40K

Jun 30, 26

+60.32K

0.03%

Financial Guidance Group, Inc.

218.01K

Jun 30, 26

-6.80K

0.03%

Concurrent Investment Advisors, LLC

216.82K

Jun 30, 26

+52.72K

0.03%

Allen Capital Group, LLC

216.66K

Jun 30, 26

-28.15K

0.03%

Summit Financial, LLC

216.55K

Jun 30, 26

-23.31K

0.03%

Belpointe Asset Management LLC

216.00K

Jun 30, 26

+17.43K

0.03%

NFP Retirement, Inc.

211.57K

Jun 30, 26

+14.76K

0.03%

Valmark Advisers, Inc.

209.28K

Jun 30, 26

+64.84K

0.03%

UMB Bank, n.a.

208.93K

Jun 30, 26

-2.02K

0.03%

Dynamic Advisor Solutions LLC

208.49K

Jun 30, 26

-25.47K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

204.12K

Jun 30, 26

+27.72K

0.03%

COURIER CAPITAL LLC

203.71K

Jun 30, 26

+643

0.03%

Farther Finance Advisors, LLC

203.62K

Jun 30, 26

-117.88K

0.03%

CreativeOne Wealth, LLC

201.80K

Jun 30, 26

-23.30K

0.03%

First National Advisers, LLC

198.91K

Jun 30, 26

-12.76K

0.03%

POWER WEALTH MANAGEMENT LLC

198.72K

Jun 30, 26

+4.46K

0.03%

FIFTH THIRD SECURITIES, INC.

197.55K

Jun 30, 26

+47.89K

0.03%

Rooted Wealth Advisors, Inc.

195.74K

Jun 30, 26

+14.29K

0.03%

AE Wealth Management LLC

195.69K

Jun 30, 26

-109.05K

0.03%

Decker Retirement Planning Inc.

193.04K

Jun 30, 26

+51.53K

0.02%

ADG Wealth Management Group, LLC

191.83K

Jun 30, 26

+5.30K

0.02%

Curtis Advisory Group, LLC

191.29K

Jun 30, 26

-55.81K

0.02%

MCF Advisors LLC

188.45K

Jun 30, 26

-6.68K

0.02%

MBA Advisors LLC

188.38K

Jun 30, 26

+20.85K

0.02%

Capital Analysts, LLC

187.76K

Jun 30, 26

-21.34K

0.02%

Perkins Coie Trust Co

187.37K

Jun 30, 26

+8.53K

0.02%

Cassia Capital Partners, LLC

186.74K

Jun 30, 26

-3.72K

0.02%

FIRST HAWAIIAN BANK

186.47K

Jun 30, 26

+1.18K

0.02%

Argent Trust Co

185.26K

Jun 30, 26

-4.81K

0.02%

Cambridge Advisors Inc.

181.43K

Jun 30, 26

+453

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

180.86K

Jun 30, 26

-15.35K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

180.84K

Jun 30, 26

-7.08K

0.02%

Montis Financial, LLC

180.18K

Jun 30, 26

+13.18K

0.02%

TD Waterhouse Canada Inc.

178.26K

Jun 30, 26

+2.02K

0.02%

Edgemoor Investment Advisors, Inc.

177.48K

Jun 30, 26

+6.55K

0.02%

Global Assets Advisory, LLC

175.12K

Jun 30, 26

+5.98K

0.02%

Arkadios Wealth Advisors

173.40K

Jun 30, 26

-432.95K

0.02%

SageGuard Financial Group, LLC

172.32K

Jun 30, 26

-51.91K

0.02%

F/M Investments LLC

171.32K

Jun 30, 26

-11.51K

0.02%

EASTERN BANK

170.66K

Jun 30, 26

+39.02K

0.02%

CENTRAL TRUST Co

169.69K

Jun 30, 26

+2.00K

0.02%

Koshinski Asset Management, Inc.

167.99K

Jun 30, 26

-4.01K

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

167.85K

Jun 30, 26

+9.81K

0.02%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

166.38K

Jun 30, 26

+8.96K

0.02%

Krilogy Financial LLC

165.55K

Jun 30, 26

+4.90K

0.02%

FIRST NATIONAL BANK OF OMAHA

162.62K

Jun 30, 26

+293

0.02%

Scott Capital Advisors, LLC

162.60K

Jun 30, 26

+4.70K

0.02%

DeDora Capital, Inc.

159.61K

Jun 30, 26

+18.14K

0.02%

Granite Bay Wealth Management, LLC

158.47K

Jun 30, 26

+158.47K

0.02%

Patriot Financial Group Insurance Agency, LLC

158.46K

Jun 30, 26

-155.66K

0.02%

Merit Financial Group, LLC

157.67K

Jun 30, 26

-19.41K

0.02%

FIDUCIARY FAMILY OFFICE, LLC

156.55K

Jun 30, 26

-17.23K

0.02%

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

156.48K

Jun 30, 26

-18.21K

0.02%

Pacific Center for Financial Services

154.44K

Jun 30, 26

-227

0.02%

MGO ONE SEVEN LLC

153.74K

Jun 30, 26

-141.15K

0.02%

Fairway Wealth LLC

152.70K

Jun 30, 26

+3.15K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

150.21K

Jun 30, 26

-11.29K

0.02%

NCM Capital Management, LLC

148.82K

Jun 30, 26

+4.21K

0.02%

High Net Worth Advisory Group LLC

147.63K

Jun 30, 26

-16.27K

0.02%

Sterling Investment Advisors, Ltd.

147.15K

Jun 30, 26

+5.17K

0.02%

ASSETMARK, INC

146.43K

Jun 30, 26

+7.65K

0.02%

Sulzberger Capital Advisors, Inc.

146.31K

Jun 30, 26

+16.05K

0.02%

NWF Advisory Services Inc.

144.28K

Jun 30, 26

-4.99K

0.02%

CFO4Life Group, LLC

143.66K

Jun 30, 26

+16

0.02%

SMART Wealth LLC

143.33K

Jun 30, 26

+35.00K

0.02%

Mutual Advisors, LLC

142.86K

Jun 30, 26

+4.88K

0.02%

PFG Investments, LLC

142.63K

Jun 30, 26

+5.97K

0.02%

CVA Family Office, LLC

142.49K

Jun 30, 26

-10.23K

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

141.91K

Jun 30, 26

+5.47K

0.02%

Madrona Financial Services, LLC

140.00K

Jun 30, 26

+5.41K

0.02%

EverSource Wealth Advisors, LLC

139.97K

Jun 30, 26

+6.55K

0.02%

Aprio Wealth Management, LLC

139.90K

Jun 30, 26

+7.57K

0.02%

Garden State Investment Advisory Services LLC

138.44K

Jun 30, 26

+5.05K

0.02%

CENTAURUS FINANCIAL, INC.

137.74K

Jun 30, 26

+3.50K

0.02%

Snowden Capital Advisors LLC

137.34K

Jun 30, 26

-10.94K

0.02%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

136.34K

Jun 30, 26

+31.68K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

134.82K

Jun 30, 26

-13.18K

0.02%

Buckingham Strategic Partners

133.66K

Jun 30, 26

+2.80K

0.02%

Intrepid Financial Planning Group LLC

133.48K

Jun 30, 26

-3.00K

0.02%

Foundations Investment Advisors, LLC

132.17K

Jun 30, 26

+25.51K

0.02%

Stelac Advisory Services LLC

131.95K

Jun 30, 26

0.02%

New England Private Wealth Advisors LLC

130.78K

Jun 30, 26

+3.52K

0.02%

Smartleaf Asset Management LLC

130.73K

Jun 30, 26

0.02%

Capital Advisors Wealth Management, LLC

129.88K

Jun 30, 26

-699

0.02%

Financial Alternatives, Inc

129.65K

Jun 30, 26

-3.53K

0.02%

Brinker Capital Investments, LLC

129.58K

Jun 30, 26

-160.26K

0.02%

Moors & Cabot, Inc.

129.41K

Jun 30, 26

-1.15K

0.02%

Sigma Planning Corp

129.12K

Jun 30, 26

-15.16K

0.02%

Turn8 Private Wealth Inc.

129.11K

Jun 30, 26

-16.34K

0.02%

Summit Financial Wealth Advisors, LLC

129.09K

Jun 30, 26

+2.57K

0.02%

StrongBox Wealth, LLC

127.99K

Jun 30, 26

-2.38K

0.02%

NICOLET BANKSHARES INC

125.28K

Jun 30, 26

+15.15K

0.02%

Mayfair Advisory Group, LLC

123.13K

Jun 30, 26

-27.71K

0.02%

KFG WEALTH MANAGEMENT, LLC

121.77K

Jun 30, 26

+14.53K

0.02%

Strategic Wealth Partners, Ltd.

121.19K

Jun 30, 26

-11.64K

0.02%

Blue Rock Wealth Management LLC

119.98K

Jun 30, 26

+33.88K

0.02%

Leelyn Smith, LLC

119.19K

Jun 30, 26

-981

0.02%

CIBC WORLD MARKET INC.

119.16K

Jun 30, 26

+9.15K

0.02%

LAKE STREET FINANCIAL LLC

117.78K

Jun 30, 26

-2.84K

0.02%

Community Financial Services Group, LLC

117.55K

Jun 30, 26

-60

0.02%

Lebenthal Global Advisors, LLC

117.27K

Jun 30, 26

-529.22K

0.02%

Aureum Wealth Management, LLC

117.16K

Jun 30, 26

+5.17K

0.02%

CHILDRESS CAPITAL ADVISORS, LLC

117.03K

Jun 30, 26

-10.07K

0.02%

KMG FIDUCIARY PARTNERS, LLC

116.38K

Jun 30, 26

-369

0.01%

Diversify Advisory Services, LLC

115.47K

Jun 30, 26

+115.47K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

115.47K

Jun 30, 26

+18.02K

0.01%

Caprock Group, LLC

115.15K

Jun 30, 26

+67.23K

0.01%

Stonebridge Financial Group, LLC

114.88K

Jun 30, 26

-34.11K

0.01%

Saxony Capital Management, LLC

114.86K

Jun 30, 26

+11.88K

0.01%

Savant Capital, LLC

114.78K

Jun 30, 26

-40.99K

0.01%

SeaCrest Wealth Management, LLC

114.68K

Jun 30, 26

-22.64K

0.01%

Investment Partners Asset Management, Inc.

114.10K

Jun 30, 26

+5.83K

0.01%

Soltis Investment Advisors LLC

114.04K

Jun 30, 26

+44.09K

0.01%

Campbell Deegan Wealth Management, LLC

112.58K

Jun 30, 26

+9.16K

0.01%

CI Private Wealth, LLC

112.23K

Jun 30, 26

-11.34K

0.01%

Ausdal Financial Partners, Inc.

111.83K

Jun 30, 26

+13.86K

0.01%

BEAM WEALTH ADVISORS, INC.

111.46K

Jun 30, 26

+9.77K

0.01%

Intrua Financial, LLC

111.07K

Jun 30, 26

+5.52K

0.01%

Spire Wealth Management

110.03K

Jun 30, 26

-137

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

109.70K

Jun 30, 26

-193.49K

0.01%

AMERIPRISE FINANCIAL INC

109.61K

Jun 30, 26

+10.67K

0.01%

Vivid Wealth Management, LLC

109.17K

Jun 30, 26

+2.58K

0.01%

Thayer Partners, LLC / MA

108.91K

Jun 30, 26

+10.52K

0.01%

WINCAP FINANCIAL LLC

108.72K

Jun 30, 26

+13.95K

0.01%

Mount Yale Investment Advisors, LLC

108.08K

Jun 30, 26

-326.90K

0.01%

Perissos Private Wealth Management, LLC

107.82K

Jun 30, 26

+2.24K

0.01%

Blue Water Asset Management

107.52K

Jun 30, 26

-9.59K

0.01%

MILESTONE ASSET MANAGEMENT, LLC

107.22K

Jun 30, 26

-23.80K

0.01%

Global Retirement Partners, LLC

107.18K

Jun 30, 26

+107.18K

0.01%

Selective Wealth Management, Inc.

107.07K

Jun 30, 26

-4.03K

0.01%

MONEY CONCEPTS CAPITAL CORP

107.06K

Jun 30, 26

-13.20K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

106.55K

Jun 30, 26

-2.98K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

106.11K

Jun 30, 26

-14.57K

0.01%

Southeast Asset Advisors Inc.

106.01K

Jun 30, 26

-3.72K

0.01%

Vestmark Advisory Solutions, Inc.

105.76K

Jun 30, 26

-326.70K

0.01%

Brady Martz Wealth Solutions, LLC

105.42K

Jun 30, 26

+306

0.01%

Merkkuri Wealth Advisors LLC

105.37K

Jun 30, 26

+15.49K

0.01%

Clearstead Trust, LLC

105.13K

Jun 30, 26

-25.03K

0.01%

CAHILL FINANCIAL ADVISORS INC

104.36K

Jun 30, 26

-164

0.01%

O'ROURKE & COMPANY, Inc

103.94K

Jun 30, 26

+11.87K

0.01%

BANK OF MONTREAL /CAN/

103.35K

Jun 30, 26

-5.11K

0.01%

Envestnet Portfolio Solutions, Inc.

102.92K

Jun 30, 26

+17.81K

0.01%

Allred Capital Management, LLC

102.79K

Jun 30, 26

+5.23K

0.01%

Visionary Wealth Advisors

102.69K

Jun 30, 26

-56.52K

0.01%

Eagle Bluffs Wealth Management LLC

102.28K

Jun 30, 26

+1.81K

0.01%

Cascade Wealth Advisors, Inc

101.98K

Jun 30, 26

-57.55K

0.01%

Base Wealth Management LLC

100.40K

Jun 30, 26

+11.35K

0.01%

Centurion Wealth Management LLC

100.30K

Jun 30, 26

-649

0.01%

PENNEY FINANCIAL, LLC

100.26K

Jun 30, 26

+641

0.01%

Perigon Wealth Management, LLC

100.11K

Jun 30, 26

+12.98K

0.01%

N.E.W. Advisory Services LLC

99.78K

Jun 30, 26

+11.21K

0.01%

Focused Wealth Management, Inc

98.93K

Jun 30, 26

+827

0.01%

Gotham Asset Management, LLC

98.68K

Jun 30, 26

-10.45K

0.01%

Bauman Advisory Group, LLC

98.12K

Jun 30, 26

+19.55K

0.01%

Resources Investment Advisors, LLC.

97.27K

Jun 30, 26

+16.12K

0.01%

J. Team Financial, Inc.

97.07K

Jun 30, 26

+11.35K

0.01%

Thomasville National Bank

96.83K

Jun 30, 26

+96.83K

0.01%

Joseph P. Lucia & Associates, LLC

96.50K

Jun 30, 26

+19.08K

0.01%

SNS Financial Group, LLC

95.86K

Jun 30, 26

+71.88K

0.01%

Asset Allocation Strategies LLC

95.44K

Jun 30, 26

+4.05K

0.01%

NORTHERN TRUST CORP

95.38K

Jun 30, 26

+2.66K

0.01%

S&A Financial Services, Inc.

94.71K

Jun 30, 26

+30.60K

0.01%

Atria Investments, Inc

94.69K

Jun 30, 26

+28.32K

0.01%

Pathstone Holdings, LLC

94.10K

Jun 30, 26

+44.70K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

93.70K

Jun 30, 26

+14.27K

0.01%

Claro Advisors LLC

93.29K

Jun 30, 26

+7.83K

0.01%

MISSION WEALTH MANAGEMENT, LP

93.26K

Jun 30, 26

+84.39K

0.01%

Western Wealth Management, LLC

92.68K

Jun 30, 26

-4.00K

0.01%

Snider Financial Group

92.40K

Jun 30, 26

+9.51K

0.01%

Ulland Investment Advisors, LLC

92.00K

Jun 30, 26

+3.66K

0.01%

Vienna Asset Management LLC

91.13K

Jun 30, 26

+25.78K

0.01%

BENJAMIN EDWARDS INC

90.97K

Jun 30, 26

+12.05K

0.01%

Clark Wealth Partners

90.81K

Jun 30, 26

+7.87K

0.01%

Continuum Advisory, LLC

90.57K

Jun 30, 26

-16.54K

0.01%

Vavra Capital Management, LLC

89.99K

Jun 30, 26

+449

0.01%

TBH Global Asset Management, LLC

89.89K

Jun 30, 26

+2.88K

0.01%

Essex Financial Services, Inc.

88.96K

Jun 30, 26

+2.93K

0.01%

Whalen Wealth Management Inc.

88.77K

Jun 30, 26

+463

0.01%

Savvy Advisors, Inc.

88.70K

Jun 30, 26

+72.73K

0.01%

DAYMARK WEALTH PARTNERS, LLC

88.28K

Jun 30, 26

-3.96K

0.01%

Stratos Wealth Partners, LTD.

88.17K

Jun 30, 26

-20.24K

0.01%

Safe Harbor Fiduciary, LLC

87.47K

Jun 30, 26

-13.32K

0.01%

NewEdge Wealth, LLC

87.03K

Jun 30, 26

+11.81K

0.01%

TD PRIVATE CLIENT WEALTH LLC

86.80K

Jun 30, 26

+21.63K

0.01%

Peregrine Asset Advisers, Inc.

86.63K

Jun 30, 26

-2.92K

0.01%

FLAGSTAR ADVISORS INC.

86.52K

Jun 30, 26

-732

0.01%

Boston Partners

86.36K

Jun 30, 26

-8.17K

0.01%

Integrated Financial Solutions, Inc.

86.25K

Jun 30, 26

+6.90K

0.01%

Thrive Capital Management, LLC

86.03K

Jun 30, 26

-19.95K

0.01%

Troutman Wealth Management, LLC

85.88K

Jun 30, 26

+2.93K

0.01%

IHT Wealth Management, LLC

85.66K

Jun 30, 26

-23.73K

0.01%

WEALTHSPAN PARTNERS, LLC

85.48K

Jun 30, 26

+4.83K

0.01%

Kingstone Capital Partners Texas, LLC

85.20K

Jun 30, 26

+8.64K

0.01%

Wick Capital Partners, LLC

85.18K

Jun 30, 26

-13.29K

0.01%

LifeWealth Investments, LLC

85.00K

Jun 30, 26

-2.81K

0.01%

Summit Wealth Partners, LLC

84.50K

Jun 30, 26

+2.20K

0.01%

Ameritas Advisory Services, LLC

84.24K

Jun 30, 26

+62.10K

0.01%

FORVIS Wealth Advisors, LLC

84.01K

Jun 30, 26

+18.74K

0.01%

KENNEDY INVESTMENT GROUP

83.88K

Jun 30, 26

+1.52K

0.01%

RETIREMENT GUYS FORMULA LLC

83.53K

Jun 30, 26

+4.07K

0.01%

TrustBank

82.69K

Jun 30, 26

+2.71K

0.01%

CALTON & ASSOCIATES, INC.

82.51K

Jun 30, 26

+6.33K

0.01%

Wealthspire Advisors, LLC

82.29K

Jun 30, 26

+14.66K

0.01%

B. Riley Wealth Advisors, Inc.

81.74K

Jun 30, 26

+23.17K

0.01%

Slagle Financial, LLC

81.44K

Jun 30, 26

+11.91K

0.01%

J HAGAN CAPITAL, INC.

81.19K

Jun 30, 26

+9.04K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

80.91K

Jun 30, 26

+15.54K

0.01%

4WEALTH ADVISORS, INC.

80.52K

Jun 30, 26

+970

0.01%

Sowell Financial Services LLC

80.30K

Jun 30, 26

-487

0.01%

LOWERY THOMAS, LLC

80.09K

Jun 30, 26

+911

0.01%

IFP Advisors, Inc

79.64K

Jun 30, 26

+2.38K

0.01%

Windsor Capital Management, LLC

79.36K

Jun 30, 26

+2.70K

0.01%

RDA Financial Network

78.82K

Jun 30, 26

+1.26K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

78.71K

Jun 30, 26

+3.05K

0.01%

SkyOak Wealth, LLC

78.14K

Jun 30, 26

+19.30K

0.01%

Onyx Bridge Wealth Group LLC

77.63K

Jun 30, 26

-2.89K

0.01%

MOR Wealth Management, LLC

77.61K

Jun 30, 26

-1.14K

0.01%

21 West Wealth Management LLC

76.75K

Jun 30, 26

-4.66K

0.01%

Trajan Wealth LLC

76.60K

Jun 30, 26

+145

0.01%

FourThought Financial Partners, LLC

76.56K

Jun 30, 26

+2.00K

0.01%

JSF Financial, LLC

76.47K

Jun 30, 26

+8.29K

0.01%

Vise Technologies, Inc.

76.28K

Jun 30, 26

+13.09K

0.01%

Weinberger Asset Management, Inc

76.23K

Jun 30, 26

+6.70K

0.01%

Semus Wealth Partners LLC

75.81K

Jun 30, 26

+1.88K

0.01%

Henderson Brothers Financial Partners, LLC

75.59K

Jun 30, 26

+68.83K

0.01%

PARK AVENUE SECURITIES LLC

75.54K

Jun 30, 26

+7.00K

0.01%

ARMSTRONG ADVISORY GROUP, INC

75.53K

Jun 30, 26

+28.52K

0.01%

M.E. ALLISON & CO., INC.

75.48K

Jun 30, 26

+4.28K

0.01%

SCOTIA CAPITAL INC.

75.39K

Jun 30, 26

+11.03K

0.01%

AlphaStar Capital Management, LLC

75.29K

Jun 30, 26

+412

0.01%

AlphaCore Capital LLC

73.97K

Jun 30, 26

-7.47K

0.01%

PRIVATE CLIENT SERVICES, LLC

73.19K

Jun 30, 26

+7.83K

0.01%

Principle Wealth Partners LLC

72.47K

Jun 30, 26

-24.64K

0.01%

Grantvest Financial Group LLC

72.28K

Jun 30, 26

-906

0.01%

Princeton Global Asset Management LLC

72.08K

Jun 30, 26

+7.28K

0.01%

Fairway Financial, LLC

72.06K

Jun 30, 26

+2.10K

0.01%

RFG Advisory, LLC

71.95K

Jun 30, 26

-38.82K

0.01%

Capstone Wealth Management Group, Inc.

71.09K

Jun 30, 26

+71.09K

0.01%

MARINO, STRAM & ASSOCIATES LLC

70.10K

Jun 30, 26

+361

0.01%

Teamwork Financial Advisors, LLC

69.77K

Jun 30, 26

+788

0.01%

Security National Bank

69.40K

Jun 30, 26

-64

0.01%

Investment Advisory Services Group LLC

69.16K

Jun 30, 26

+1.91K

0.01%

LongView Wealth Management

69.13K

Jun 30, 26

+7.96K

0.01%

Quantinno Capital Management LP

69.13K

Jun 30, 26

-876

0.01%

PLANNING DIRECTIONS INC

69.04K

Jun 30, 26

+7.13K

0.01%

Hexagon Capital Partners LLC

68.22K

Jun 30, 26

+6.57K

0.01%

AQR CAPITAL MANAGEMENT LLC

68.00K

Jun 30, 26

+9.93K

0.01%

WMS Group LLC

67.96K

Jun 30, 26

+8.86K

0.01%

Parallel Advisors, LLC

67.86K

Jun 30, 26

+273

0.01%

Oasis Advisors, LLC

67.47K

Jun 30, 26

+67.47K

0.01%

SIERRA OCEAN, LLC

66.72K

Jun 30, 26

+2.78K

0.01%

RPg Family Wealth Advisory, LLC

66.31K

Jun 30, 26

+909

0.01%

Ignite Planners, LLC

66.21K

Jun 30, 26

+2.65K

0.01%

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

65.73K

Jun 30, 26

+39.31K

0.01%

Newbridge Financial Services Group, Inc.

65.65K

Jun 30, 26

-434

0.01%

65.63K

Jun 30, 26

+841

0.01%

SAX WEALTH ADVISORS, LLC

65.55K

Jun 30, 26

-339

0.01%

Kovack Advisors, Inc.

64.70K

Jun 30, 26

-1.20K

0.01%

Inspire Advisors, LLC

64.33K

Jun 30, 26

-15.03K

0.01%

SG Americas Securities, LLC

64.30K

Jun 30, 26

+59.30K

0.01%

EVERMAY WEALTH MANAGEMENT LLC

63.60K

Jun 30, 26

-10.45K

0.01%

VeraBank, N.A.

63.21K

Jun 30, 26

-34.27K

0.01%

Clarity Wealth Advisors, LLC

62.80K

Jun 30, 26

+1.08K

0.01%

Herold Advisors, Inc.

62.70K

Jun 30, 26

+2.82K

0.01%

WNY Asset Management, LLC

62.51K

Jun 30, 26

-45.78K

0.01%

Advisory Alpha, LLC

62.15K

Jun 30, 26

+9.36K

0.01%

J2 Capital Management Inc

61.55K

Jun 30, 26

-1.71K

0.01%

Lewis Asset Management, LLC

61.48K

Jun 30, 26

+3.64K

0.01%

American Trust

61.33K

Jun 30, 26

-392

0.01%

L2 Asset Management, LLC

61.19K

Jun 30, 26

-54.29K

0.01%

First PREMIER Bank

61.16K

Jun 30, 26

+17.20K

0.01%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

60.95K

Jun 30, 26

+5.02K

0.01%

Independent Wealth Network Inc.

60.81K

Jun 30, 26

+3.24K

0.01%

Ellis Investment Partners, LLC

60.48K

Jun 30, 26

-4.26K

0.01%

Cedarwood Wealth LLC

60.45K

Jun 30, 26

+13.68K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

60.28K

Jun 30, 26

-1.41K

0.01%

Focus Financial Network, Inc.

60.18K

Jun 30, 26

-8.40K

0.01%

CHAPIN DAVIS, INC.

59.83K

Jun 30, 26

+8.27K

0.01%

Centennial Advisors, LLC

59.63K

Jun 30, 26

-9.42K

0.01%

Procyon Advisors, LLC

59.49K

Jun 30, 26

-4.14K

0.01%

PANORAMIC INVESTMENT ADVISORS, LLC

59.37K

Jun 30, 26

+3.51K

0.01%

Solutions 4 Wealth, Ltd

59.34K

Jun 30, 26

+11.23K

0.01%

Ankerstar Wealth, LLC

59.26K

Jun 30, 26

-8.99K

0.01%

M Holdings Securities, Inc.

59.01K

Jun 30, 26

+100

0.01%

United Advisor Group, LLC

58.92K

Jun 30, 26

-305

0.01%

Heritage Trust Co

58.91K

Jun 30, 26

-173

0.01%

Patten Group, Inc.

58.55K

Jun 30, 26

-19.23K

0.01%

Tempus Wealth Planning, LLC

58.55K

Jun 30, 26

+16.80K

0.01%

Ducere Wealth Management LLC

58.47K

Jun 30, 26

-6.37K

0.01%

3EDGE Asset Management, LP

58.30K

Jun 30, 26

+2.12K

0.01%

Haverford Trust Co

58.19K

Jun 30, 26

+3.33K

0.01%

Sunpointe, LLC

57.42K

Jun 30, 26

-3.32K

0.01%

CAP Partners, LLC

57.37K

Jun 30, 26

-1.56K

0.01%

Interchange Capital Partners, LLC

57.07K

Jun 30, 26

+5.58K

0.01%

Collaborative Wealth Managment Inc.

57.03K

Jun 30, 26

+12.42K

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

56.05K

Jun 30, 26

+1.13K

0.01%

LexAurum Advisors, LLC

56.01K

Jun 30, 26

+443

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

55.98K

Jun 30, 26

-9.59K

0.01%

Innovative Wealth Building LLC

55.53K

Jun 30, 26

+36.49K

0.01%

OLD MISSION CAPITAL LLC

55.23K

Jun 30, 26

+38.12K

0.01%

Signal Advisors Wealth, LLC

54.94K

Jun 30, 26

+10.31K

0.01%

Arsenal Capital Advisors LLC

54.54K

Jun 30, 26

+3.57K

0.01%

Van Hulzen Asset Management, LLC

54.22K

Jun 30, 26

+9.07K

0.01%

Fundamentum, LLC

54.08K

Jun 30, 26

-219.22K

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

54.05K

Jun 30, 26

+3.03K

0.01%

SHEPHERD KAPLAN KROCHUK, LLC

53.53K

Jun 30, 26

+7.48K

0.01%

Archer Investment Corp

53.45K

Jun 30, 26

-4.81K

0.01%

CULLEN/FROST BANKERS, INC.

53.43K

Jun 30, 26

-2.81K

0.01%

Lionhunter Capital Management, LLC

53.40K

Jun 30, 26

+53.40K

0.01%

EHRLICH FINANCIAL GROUP

53.36K

Jun 30, 26

+559

0.01%

FIDUCIARY FINANCIAL ADVISORS

53.31K

Jun 30, 26

+53.31K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

53.25K

Jun 30, 26

+53.25K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

52.51K

Jun 30, 26

+161

0.01%

WESTBOURNE INVESTMENTS, INC.

52.41K

Jun 30, 26

-3.55K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

52.25K

Jun 30, 26

-7.60K

0.01%

BG Investment Services, Inc.

52.08K

Jun 30, 26

-28.55K

0.01%

San Luis Wealth Advisors LLC

51.85K

Jun 30, 26

+18.07K

0.01%

Sachetta, LLC

51.80K

Jun 30, 26

+6.18K

0.01%

PFG Advisors

51.74K

Jun 30, 26

-12.75K

0.01%

Golden State Wealth Management, LLC

51.67K

Jun 30, 26

+1.62K

0.01%

Farmers & Merchants Trust Co of Chambersburg PA

51.24K

Jun 30, 26

+1.94K

0.01%

Tyche Wealth Partners LLC

51.01K

Jun 30, 26

+2.27K

0.01%

Keeler THomas Management LLC

51.01K

Jun 30, 26

+51.01K

0.01%

Fragasso Group Inc.

50.58K

Jun 30, 26

-2.83K

0.01%

CoreFirst Bank & Trust

50.48K

Jun 30, 26

-490

0.01%

STAR Financial Bank

50.39K

Jun 30, 26

+1.07K

0.01%

LJI Wealth Management, LLC

50.15K

Jun 30, 26

+10.31K

0.01%

Oxinas Partners Wealth Management LLC

49.40K

Jun 30, 26

+1.48K

0.01%

Regal Investment Advisors LLC

49.30K

Jun 30, 26

+3.13K

0.01%

Dakota Wealth Management

49.12K

Jun 30, 26

-4.25K

0.01%

Weil Company, Inc.

49.09K

Jun 30, 26

+231

0.01%

5T Wealth, LLC

48.91K

Jun 30, 26

-2.28K

0.01%

FMA Wealth Management, LLC

48.88K

Jun 30, 26

-1.79K

0.01%

Goldstone Financial Group, LLC

48.73K

Jun 30, 26

-1.14K

0.01%

TrueWealth Advisors, LLC

48.52K

Jun 30, 26

+791

0.01%

Kelly Financial Services LLC

48.26K

Jun 30, 26

+15.35K

0.01%

Ring Mountain Capital, LLC

48.04K

Jun 30, 26

+1.73K

0.01%

Sequent Planning LLC

47.87K

Jun 30, 26

+42.87K

0.01%

Guardian Financial Partners, LLC

47.38K

Jun 30, 26

+2.32K

0.01%

Integras Partners LLC

47.21K

Jun 30, 26

+3.20K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

46.87K

Jun 30, 26

+335

0.01%

RESOLUTE CAPITAL, LLC

46.58K

Jun 30, 26

+8.48K

0.01%

Legacy Private Trust Co.

46.51K

Jun 30, 26

-4.38K

0.01%

HIGHLINE WEALTH PARTNERS LLC

46.51K

Jun 30, 26

+44.00K

0.01%

Sage Capital Management, LLC

46.35K

Jun 30, 26

-5.42K

0.01%

Strategic Blueprint, LLC

46.32K

Jun 30, 26

-15.68K

0.01%

Walkner Condon Financial Advisors LLC

46.24K

Jun 30, 26

-9.54K

0.01%

VICUS CAPITAL

46.04K

Jun 30, 26

-18.75K

0.01%

Mosley Wealth Management

46.01K

Jun 30, 26

-191.89K

0.01%

Triumph Capital Management

45.89K

Jun 30, 26

+6.15K

0.01%

MCDONALD PARTNERS LLC

45.85K

Jun 30, 26

+1.30K

0.01%

GFS Advisors, LLC

45.68K

Jun 30, 26

0.01%

Invst, LLC

45.63K

Jun 30, 26

+2.12K

0.01%

Betterment LLC

45.16K

Jun 30, 26

+3.49K

0.01%

CoreCap Advisors, LLC

45.16K

Jun 30, 26

+1.42K

0.01%

Bay Capital Advisors, LLC

45.09K

Jun 30, 26

-828

0.01%

Houlihan Financial Resource Group, Ltd.

45.02K

Jun 30, 26

+1.70K

0.01%

TOMPKINS FINANCIAL CORP

44.96K

Jun 30, 26

+11.30K

0.01%

4J Wealth Management LLC

44.72K

Jun 30, 26

+29.37K

0.01%

Heritage Wealth Management, Inc.

44.65K

Jun 30, 26

+983

0.01%

Pallas Capital Advisors LLC

44.56K

Jun 30, 26

-3.31K

0.01%

Crewe Advisors LLC

44.50K

Jun 30, 26

+1.87K

0.01%

Acorns Advisers, LLC

44.43K

Jun 30, 26

+6.90K

0.01%

Ergawealth Advisors, Inc.

44.26K

Jun 30, 26

-17.76K

0.01%

RAHLFS CAPITAL, LLC

44.09K

Jun 30, 26

-2.10K

0.01%

Avidian Wealth Solutions, LLC

44.09K

Jun 30, 26

+1.26K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

43.91K

Jun 30, 26

-4.02K

0.01%

Sovereign Financial Group, Inc.

43.91K

Jun 30, 26

+850

0.01%

Red Mountain Financial, LLC

43.81K

Jun 30, 26

+8.81K

0.01%

Worth Financial Advisory Group, LLC

43.76K

Jun 30, 26

+43.76K

0.01%

Galvin, Gaustad & Stein, LLC

43.66K

Jun 30, 26

+5.08K

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

43.60K

Jun 30, 26

-1.49K

0.01%

Guilbault Capital LLC

43.59K

Jun 30, 26

-24

0.01%

Bell Bank

43.56K

Jun 30, 26

+66

0.01%

HANCOCK WHITNEY CORP

43.25K

Jun 30, 26

+2.40K

0.01%

Rockport Wealth LLC

42.84K

Jun 30, 26

+2.33K

0.01%

Redmond Asset Management, LLC

42.80K

Jun 30, 26

-1.03K

0.01%

GILL CAPITAL PARTNERS, LLC

41.64K

Jun 30, 26

-7.99K

0.01%

LITTLEJOHN FINANCIAL SERVICES, INC.

41.59K

Jun 30, 26

+3.59K

0.01%

Note Advisors, LLC

41.58K

Jun 30, 26

+2.29K

0.01%

Ruggiero Investments, Inc.

41.47K

Jun 30, 26

+4.46K

0.01%

Benchmark Financial, LLC

41.40K

Jun 30, 26

-27.11K

0.01%

Ashton Thomas Private Wealth, LLC

41.25K

Jun 30, 26

-2.06K

0.01%

Integrated Advisors Network LLC

40.72K

Jun 30, 26

+21.01K

0.01%

Bleakley Financial Group, LLC

40.63K

Jun 30, 26

+12.29K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

40.63K

Jun 30, 26

+12.69K

0.01%

PMG Family Office LLC

40.43K

Jun 30, 26

+2.15K

0.01%

JT Stratford LLC

40.36K

Jun 30, 26

+1.35K

0.01%

Worth Asset Management, LLC

40.25K

Jun 30, 26

+4.30K

0.01%

Frontier Asset Management, LLC

40.13K

Jun 30, 26

+3.08K

0.01%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

40.13K

Jun 30, 26

-416.51K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

40.12K

Jun 30, 26

-809

0.01%

SIMPLEX TRADING, LLC

40.08K

Jun 30, 26

+32.43K

0.01%

Anchor Capital Management Group Inc

39.50K

Jun 30, 26

-500

0.01%

Helium Advisors LLC

39.47K

Jun 30, 26

+1.68K

0.01%

White Wing Wealth Management

39.44K

Jun 30, 26

+32.97K

0.01%

NBC SECURITIES, INC.

38.97K

Jun 30, 26

+3.74K

0.00%

REGIONS FINANCIAL CORP

38.56K

Jun 30, 26

-2.94K

0.00%

Whipplewood Advisors, LLC

38.55K

Jun 30, 26

-489

0.00%

Joel Isaacson & Co., LLC

38.18K

Jun 30, 26

-310

0.00%

TFR Capital, LLC.

37.90K

Jun 30, 26

+53

0.00%

BOK Financial Private Wealth, Inc.

37.88K

Jun 30, 26

+227

0.00%

SHEETS SMITH WEALTH MANAGEMENT

37.68K

Jun 30, 26

-406

0.00%

L & S Advisors Inc

37.65K

Jun 30, 26

+208

0.00%

Newport Capital Group, LLC

37.04K

Jun 30, 26

-155

0.00%

Triton Wealth Management, PLLC

36.84K

Jun 30, 26

+2.35K

0.00%

J.Safra Asset Management Corp

36.74K

Jun 30, 26

+946

0.00%

UNIQUE WEALTH, LLC

36.68K

Jun 30, 26

+19.21K

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

36.63K

Jun 30, 26

+3.71K

0.00%

Avestar Capital, LLC

36.61K

Jun 30, 26

+618

0.00%

US BANCORP \DE\

36.55K

Jun 30, 26

+3.71K

0.00%

CROBAN

36.34K

Jun 30, 26

+549

0.00%

BOYUM WEALTH ARCHITECTS LLC

36.23K

Jun 30, 26

-2.18K

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

36.10K

Jun 30, 26

+1.34K

0.00%

Midwest Professional Planners, LTD.

35.97K

Jun 30, 26

+4.03K

0.00%

Greykasell Wealth Strategies, Inc.

35.87K

Jun 30, 26

+792

0.00%

Taylor Securities Services, Inc.

35.85K

Jun 30, 26

+30.33K

0.00%

LGT Financial Advisors LLC

35.82K

Jun 30, 26

-4.80K

0.00%

Ritter Daniher Financial Advisory LLC / DE

35.70K

Jun 30, 26

-17.10K

0.00%

Resonant Capital Advisors, LLC

35.57K

Jun 30, 26

-16.75K

0.00%

Beaumont Financial Advisors, LLC

35.55K

Jun 30, 26

-2.38K

0.00%

Etesian Wealth Advisors, Inc.

35.31K

Jun 30, 26

-764

0.00%

KERR FINANCIAL PLANNING Corp

35.26K

Jun 30, 26

-2.46K

0.00%

Stratos Wealth Advisors, LLC

35.25K

Jun 30, 26

-2.17K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

35.10K

Jun 30, 26

+758

0.00%

Cannon Wealth Management Services, LLC

35.08K

Jun 30, 26

+1.12K

0.00%

Ronald Blue Trust, Inc.

34.72K

Jun 30, 26

-4.20K

0.00%

PDS Planning, Inc

34.62K

Jun 30, 26

+624

0.00%

National Philanthropic Trust

34.57K

Jun 30, 26

+1.07K

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

34.44K

Jun 30, 26

-8.39K

0.00%

Aspen Investment Management Inc

34.34K

Jun 30, 26

+3.91K

0.00%

Coppell Advisory Solutions LLC

34.28K

Jun 30, 26

+34.28K

0.00%

Steel Peak Wealth Management LLC

34.09K

Jun 30, 26

+2.84K

0.00%

Simplicity Wealth,LLC

34.04K

Jun 30, 26

+26.55K

0.00%

WEALTH EFFECTS LLC

33.94K

Jun 30, 26

+797

0.00%

Umpqua Bank

33.72K

Jun 30, 26

+1.60K

0.00%

Purus Wealth Management, LLC

33.69K

Jun 30, 26

-6.18K

0.00%

Sound Income Strategies, LLC

33.55K

Jun 30, 26

-2.06K

0.00%

Ancora Advisors, LLC

33.33K

Jun 30, 26

-4.60K

0.00%

Caerus Investment Advisors, LLC

33.08K

Jun 30, 26

0.00%

SFE Investment Counsel

33.08K

Jun 30, 26

-2.23K

0.00%

Round Rock Advisors, LLC

33.02K

Jun 30, 26

-875

0.00%

Somerset Trust Co

32.77K

Jun 30, 26

-521

0.00%

Modus Advisors, LLC

32.67K

Jun 30, 26

+1.12K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

32.67K

Jun 30, 26

+5.22K

0.00%

Spartan Wealth Advisory Services LLC

32.61K

Jun 30, 26

-1.08K

0.00%

IFG Advisory, LLC

32.56K

Jun 30, 26

+28.56K

0.00%

VERUS CAPITAL PARTNERS, LLC

32.53K

Jun 30, 26

-956

0.00%

Nordwand Advisors, LLC

32.24K

Jun 30, 26

0.00%

Grant Private Wealth Management Inc

31.95K

Jun 30, 26

+1.57K

0.00%

Sequoia Financial Advisors, LLC

31.72K

Jun 30, 26

+409

0.00%

MEANS INVESTMENT CO., INC.

31.64K

Jun 30, 26

-2.27K

0.00%

SlateStone Wealth, LLC

31.35K

Jun 30, 26

-14.00K

0.00%

GTS SECURITIES LLC

31.35K

Jun 30, 26

+31.35K

0.00%

Wealth Watch Advisors, INC

31.31K

Jun 30, 26

+12.27K

0.00%

Spinnaker Investment Group, LLC

31.10K

Jun 30, 26

-172

0.00%

GABLES CAPITAL MANAGEMENT INC.

30.86K

Jun 30, 26

+600

0.00%

Dynasty Wealth Management, LLC

30.83K

Jun 30, 26

+8.24K

0.00%

PERRYMAN FINANCIAL ADVISORY INC /AD

30.57K

Jun 30, 26

-2.49K

0.00%

Post Resch Tallon Group Inc.

30.48K

Jun 30, 26

+2.38K

0.00%

Richmond Investment Services, LLC

30.38K

Jun 30, 26

+20.36K

0.00%

Carr Financial Group Corp

30.07K

Jun 30, 26

-7.64K

0.00%

HBK Sorce Advisory LLC

29.96K

Jun 30, 26

+608

0.00%

FIRST HORIZON CORP

29.82K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

29.67K

Jun 30, 26

-4.27K

0.00%

Mayflower Financial Advisors, LLC

29.19K

Jun 30, 26

-1.37K

0.00%

SILVER OAK SECURITIES, INCORPORATED

29.08K

Jun 30, 26

-9.80K

0.00%

RMR Wealth Builders

28.97K

Jun 30, 26

+28.97K

0.00%

Markowski Investments

28.89K

Jun 30, 26

+28.89K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

28.71K

Jun 30, 26

+1.24K

0.00%

Prosperitas Financial LLC

28.69K

Jun 30, 26

+2.17K

0.00%

Matisse Capital

28.32K

Jun 30, 26

+2.88K

0.00%

New Insight Wealth Advisors

28.23K

Jun 30, 26

+8.57K

0.00%

Main Line Retirement Advisors, LLC

28.21K

Jun 30, 26

+4.40K

0.00%

Stirlingshire Investments, Inc.

28.17K

Jun 30, 26

-108

0.00%

Concord Wealth Partners

28.16K

Jun 30, 26

-20.19K

0.00%

Catalytic Wealth RIA, LLC

28.15K

Jun 30, 26

0.00%

Sloy Dahl & Holst, LLC

27.92K

Jun 30, 26

+1.09K

0.00%

BROWN ADVISORY INC

27.79K

Jun 30, 26

+2.79K

0.00%

Signature Equity Partners, LLC

27.62K

Jun 30, 26

+23.71K

0.00%

Modern Wealth Management, LLC

27.59K

Jun 30, 26

-45.73K

0.00%

Per Stirling Capital Management, LLC.

27.52K

Jun 30, 26

-1.03K

0.00%

DB&C Advisors, LLC

27.38K

Jun 30, 26

+475

0.00%

Wealth Alliance

27.34K

Jun 30, 26

+2.13K

0.00%

Retirement Planning Group

27.23K

Jun 30, 26

-981

0.00%

Generation Capital Management LLC

27.10K

Jun 30, 26

-796

0.00%

Frederick Financial Consultants, LLC

27.05K

Jun 30, 26

+1.53K

0.00%

Strategic Wealth Advisors LLC

26.89K

Jun 30, 26

+225

0.00%

HOWARD WEALTH MANAGEMENT, LLC

26.89K

Jun 30, 26

+510

0.00%

Paradigm Capital Management, LLC/NV

26.73K

Jun 30, 26

+26.73K

0.00%

CHANNEL WEALTH LLC

26.67K

Jun 30, 26

+9.65K

0.00%

BKM Wealth Management, LLC

26.43K

Jun 30, 26

-4.13K

0.00%

PKS Advisory Services, LLC

26.14K

Jun 30, 26

+1.17K

0.00%

BTS Asset Management, Inc.

25.96K

Jun 30, 26

+4.90K

0.00%

XML Financial, LLC

25.71K

Jun 30, 26

-4.90K

0.00%

Smallwood Wealth Investment Management, LLC

25.63K

Jun 30, 26

+3.13K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

25.56K

Jun 30, 26

0.00%

Investor's Fiduciary Advisor Network, LLC

25.55K

Jun 30, 26

-6.48K

0.00%

NOVEM GROUP

25.36K

Jun 30, 26

-211

0.00%

CASCADE INVESTMENT GROUP, INC.

25.32K

Jun 30, 26

-665

0.00%

Legacy Wealth Managment, LLC/ID

25.30K

Jun 30, 26

+24.27K

0.00%

Independent Advisor Alliance

25.29K

Jun 30, 26

-140.01K

0.00%

Meridian Wealth Management, LLC

25.25K

Jun 30, 26

-1.39K

0.00%

Kestra Investment Management, LLC

24.80K

Jun 30, 26

-1.48K

0.00%

StoneX Group Inc.

24.75K

Jun 30, 26

-5.78K

0.00%

Adviser Investments LLC

24.57K

Jun 30, 26

+8.00K

0.00%

Plan Group Financial, LLC

24.31K

Jun 30, 26

+8.07K

0.00%

Paradigm, Strategies in Wealth Management, LLC

24.24K

Jun 30, 26

+591

0.00%

Boreal Capital Management LLC

24.21K

Jun 30, 26

0.00%

Orgel Wealth Management, LLC

24.21K

Jun 30, 26

+11.57K

0.00%

Sovran Advisors, LLC

24.21K

Jun 30, 26

+8.40K

0.00%

Brown Miller Wealth Management, LLC

24.08K

Jun 30, 26

+852

0.00%

Murphy & Mullick Capital Management Corp

24.05K

Jun 30, 26

+839

0.00%

Raab & Moskowitz Asset Management LLC

23.99K

Jun 30, 26

+23.99K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

23.93K

Jun 30, 26

-2.40K

0.00%

Independence Asset Advisors, LLC

23.87K

Jun 30, 26

+2.41K

0.00%

GWN SECURITIES INC.

23.72K

Jun 30, 26

-173

0.00%

Pacific Park Financial, Inc.

23.72K

Jun 30, 26

+946

0.00%

Ascension Capital Advisors, Inc.

23.65K

Jun 30, 26

+85

0.00%

Plotkin Financial Advisors, LLC

23.56K

Jun 30, 26

-742

0.00%

Flagship Private Wealth, LLC

23.52K

Jun 30, 26

+23.52K

0.00%

SMITH, MOORE & CO.

23.38K

Jun 30, 26

-456

0.00%

Bay Rivers Group

23.36K

Jun 30, 26

+3.01K

0.00%

Cyndeo Wealth Partners, LLC

23.24K

Jun 30, 26

-3.70K

0.00%

Verity Asset Management, Inc.

23.20K

Jun 30, 26

-152

0.00%

TritonPoint Partners, LLC

23.11K

Jun 30, 26

+8.20K

0.00%

Clear Creek Financial Management, LLC

23.06K

Jun 30, 26

+2.99K

0.00%

D'Orazio & Associates, Inc.

22.85K

Jun 30, 26

-406

0.00%

COZAD ASSET MANAGEMENT INC

22.80K

Jun 30, 26

+192

0.00%

TUDOR INVESTMENT CORP ET AL

22.75K

Jun 30, 26

+22.75K

0.00%

TCFG Investment Advisors, LLC

22.73K

Jun 30, 26

+809

0.00%

COMMERCE BANK

22.66K

Jun 30, 26

+1.84K

0.00%

Fortis Capital Advisors, LLC

22.57K

Jun 30, 26

-2.22K

0.00%

Bravias Capital Group, LLC

22.54K

Jun 30, 26

+526

0.00%

Milestone Asset Management Group, LLC

22.50K

Jun 30, 26

+533

0.00%

Jacobs Equity LLC

22.45K

Jun 30, 26

+22.45K

0.00%

Trueblood Wealth Management, LLC

22.39K

Jun 30, 26

+395

0.00%

Consolidated Planning Corp

22.26K

Jun 30, 26

-5.52K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

22.22K

Jun 30, 26

+2.96K

0.00%

Strategic Advisors LLC

22.17K

Jun 30, 26

+260

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

22.16K

Jun 30, 26

0.00%

Pasadena Private Wealth, LLC

22.09K

Jun 30, 26

+1.10K

0.00%

Wealth Dimensions Group, Ltd.

22.07K

Jun 30, 26

+183

0.00%

Falcon Wealth Planning

22.01K

Jun 30, 26

-179

0.00%

Meridian Financial, LLC

21.99K

Jun 30, 26

+1.11K

0.00%

MCCARTER PRIVATE WEALTH SERVICES LLC

21.94K

Jun 30, 26

-1.99K

0.00%

Code Waechter LLC

21.91K

Jun 30, 26

-106

0.00%

LRI Investments, LLC

21.66K

Jun 30, 26

-1.47K

0.00%

Elevation Wealth Management LLC

21.54K

Jun 30, 26

-1.80K

0.00%

Armor Investment Advisors, LLC

21.51K

Jun 30, 26

-5.63K

0.00%

BURLING WEALTH PARTNERS, LLC

21.37K

Jun 30, 26

+1.85K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

21.31K

Jun 30, 26

-3.71K

0.00%

Berger Financial Group, Inc

21.29K

Jun 30, 26

-1.55K

0.00%

Apollon Financial, LLC

21.03K

Jun 30, 26

+4.51K

0.00%

TRITONPOINT WEALTH, LLC

20.88K

Jun 30, 26

-93

0.00%

AMERIFLEX GROUP, INC.

20.77K

Jun 30, 26

+757

0.00%

Sun Financial Inc

20.71K

Jun 30, 26

-542

0.00%

CPWA, LLC

20.64K

Jun 30, 26

+637

0.00%

Mendel Capital Management LLC

20.48K

Jun 30, 26

+566

0.00%

CITADEL ADVISORS LLC

20.45K

Jun 30, 26

+11.27K

0.00%

Platform Technology Partners

20.41K

Jun 30, 26

+2.41K

0.00%

Frank, Rimerman Advisors LLC

20.36K

Jun 30, 26

-2.88K

0.00%

Argyle Capital Partners, LLC

20.30K

Jun 30, 26

+3.04K

0.00%

Cassaday & Co Wealth Management LLC

20.20K

Jun 30, 26

+20.20K

0.00%

AFT, FORSYTH & COMPANY, INC.

20.19K

Jun 30, 26

+2.88K

0.00%

Gladstone Institutional Advisory LLC

20.18K

Jun 30, 26

+3.00K

0.00%

Capasso Planning Partners LLC

20.13K

Jun 30, 26

-624

0.00%

Teucrium Investment Advisors, LLC

20.11K

Jun 30, 26

-2.54K

0.00%

Blue Chip Partners, LLC

20.07K

Jun 30, 26

+697

0.00%

Pegasus Asset Management, Inc.

20.06K

Jun 30, 26

+6.74K

0.00%

Madison Wealth Partners, Inc

19.97K

Jun 30, 26

+4.27K

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

19.89K

Jun 30, 26

-1.23K

0.00%

B & T Capital Management DBA Alpha Capital Management

19.89K

Jun 30, 26

+346

0.00%

OpenArc Corporate Advisory, LLC

19.81K

Jun 30, 26

+8.37K

0.00%

Wealthcare Capital Partners, LLC

19.76K

Jun 30, 26

-26.70K

0.00%

Bellwether Advisors, LLC

19.39K

Jun 30, 26

0.00%

CERTIOR FINANCIAL GROUP, LLC

19.24K

Jun 30, 26

+7.43K

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

19.18K

Jun 30, 26

+297

0.00%

Westbourne Investment Advisors, Inc.

19.10K

Jun 30, 26

+500

0.00%

Maia Wealth LLC

18.98K

Jun 30, 26

-2.24K

0.00%

Axis Wealth Partners, LLC

18.85K

Jun 30, 26

+1.65K

0.00%

Syntegra Private Wealth Group, LLC

18.72K

Jun 30, 26

-377

0.00%

Allied Private Wealth LLC

18.69K

Jun 30, 26

+18.69K

0.00%

Mission Financial Group, LLC

18.64K

Jun 30, 26

+18.64K

0.00%

ERn Financial, LLC

18.45K

Jun 30, 26

+412

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

18.42K

Jun 30, 26

+529

0.00%

Beckerman Institutional, LLC

18.34K

Jun 30, 26

-41

0.00%

First Heartland Consultants, Inc.

18.28K

Jun 30, 26

+833

0.00%

Soundwatch Capital LLC

18.00K

Jun 30, 26

+1.32K

0.00%

Aviance Capital Partners, LLC

17.79K

Jun 30, 26

-74

0.00%

Strategic Family Wealth Counselors, L.L.C.

17.77K

Jun 30, 26

+1.01K

0.00%

Millennium Capital Advisors, LLC

17.59K

Jun 30, 26

-4.87K

0.00%

CGN Advisors LLC

17.58K

Jun 30, 26

-891

0.00%

Portfolio Strategies, Inc.

17.56K

Jun 30, 26

-11

0.00%

Greenwich Wealth Management LLC

17.52K

Jun 30, 26

-1.59K

0.00%

XY Planning Network, Inc.

17.34K

Jun 30, 26

+1.25K

0.00%

NBT BANK N A /NY

17.31K

Jun 30, 26

-2.23K

0.00%

Stonebridge Financial Planning Group, LLC

17.14K

Jun 30, 26

+17.14K

0.00%

SouthState Corp

17.07K

Jun 30, 26

+6.14K

0.00%

Private Wealth Partners, LLC

17.00K

Jun 30, 26

-4.64K

0.00%

Park Place Capital Corp

16.79K

Jun 30, 26

+6.03K

0.00%

Perennial Investment Advisors, LLC

16.73K

Jun 30, 26

+9.57K

0.00%

IMA Wealth, Inc.

16.62K

Jun 30, 26

+16.62K

0.00%

CARDIFF PARK ADVISORS, LLC

16.57K

Jun 30, 26

+170

0.00%

FORTERIS WEALTH MANAGEMENT INC.

16.46K

Jun 30, 26

+2.22K

0.00%

BlackRock, Inc.

16.46K

Jun 30, 26

-10.93K

0.00%

Robertson Stephens Wealth Management, LLC

16.39K

Jun 30, 26

-12.65K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

16.38K

Jun 30, 26

-344

0.00%

BRASADA CAPITAL MANAGEMENT, LP

16.37K

Jun 30, 26

+1.26K

0.00%

BLUEDOOR PRIVATE WEALTH, LLC

16.37K

Jun 30, 26

+755

0.00%

CHILTON INVESTMENT CO INC.

16.33K

Jun 30, 26

-486

0.00%

MRA Advisory Group

16.31K

Jun 30, 26

+21

0.00%

Tactive Advisors, LLC

16.28K

Jun 30, 26

+487

0.00%

Jupiter Wealth Management LLC

16.25K

Jun 30, 26

0.00%

OMNI 360 Wealth, Inc.

16.23K

Jun 30, 26

0.00%

IAM Advisory, LLC

16.23K

Jun 30, 26

+783

0.00%

Atlantic Private Wealth, LLC

16.21K

Jun 30, 26

0.00%

Arrowroot Family Office, LLC

16.13K

Jun 30, 26

-8.82K

0.00%

WHITTIER TRUST CO OF NEVADA INC

16.11K

Jun 30, 26

-2.90K

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

16.07K

Jun 30, 26

-3.68K

0.00%

Keating Financial Advisory Services, Inc.

16.01K

Jun 30, 26

+1.06K

0.00%

Alliance Wealth Advisors, LLC /UT

15.87K

Jun 30, 26

-82.01K

0.00%

PRIVATE TRUST CO NA

15.73K

Jun 30, 26

+4.33K

0.00%

Cascades Capital Asset Management, LLC

15.68K

Jun 30, 26

+1.10K

0.00%

Encompass More Asset Management

15.61K

Jun 30, 26

+2.06K

0.00%

PINCUS CAPITAL MANAGEMENT, LP

15.50K

Jun 30, 26

0.00%

Tranquility Partners, LLC

15.45K

Jun 30, 26

+144

0.00%

Advyzon Investment Management, LLC

15.37K

Jun 30, 26

-7.08K

0.00%

Marion Wealth Management

15.37K

Jun 30, 26

-922

0.00%

CATHY PARETO & ASSOCIATES, INC

15.34K

Jun 30, 26

-2.48K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

15.23K

Jun 30, 26

-64

0.00%

Atomi Financial Group, Inc.

15.21K

Jun 30, 26

+657

0.00%

Dana Investment Advisors, Inc.

15.19K

Jun 30, 26

+2.36K

0.00%

Strategic Financial Concepts, LLC

15.15K

Jun 30, 26

+105

0.00%

BIP Wealth, LLC

15.15K

Jun 30, 26

-1.09K

0.00%

Alliance Wealth Advisors, LLC

15.01K

Jun 30, 26

+242

0.00%

Balboa Wealth Partners

14.99K

Jun 30, 26

+2.20K

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

14.94K

Jun 30, 26

+14.94K

0.00%

CORA CAPITAL ADVISORS LLC

14.85K

Jun 30, 26

+4.15K

0.00%

Carnegie Lake Advisors LLC

14.79K

Jun 30, 26

0.00%

Capstone Financial Advisors, Inc.

14.74K

Jun 30, 26

+238

0.00%

ELEVATUS WELATH MANAGEMENT

14.71K

Jun 30, 26

+437

0.00%

American Capital Advisory, LLC

14.68K

Jun 30, 26

+88

0.00%

Foster Victor Wealth Advisors, LLC

14.64K

Jun 30, 26

+507

0.00%

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

14.63K

Jun 30, 26

+117

0.00%

HERBST GROUP, LLC

14.53K

Jun 30, 26

-14.24K

0.00%

Coquina Private Wealth LLC

14.52K

Jun 30, 26

+3.03K

0.00%

PCM Encore, LLC

14.43K

Jun 30, 26

-8.11K

0.00%

KRAEMATON INVESTMENT ADVISORS, INC

14.42K

Jun 30, 26

-428

0.00%

Elmwood Wealth Management, Inc.

14.34K

Jun 30, 26

+10.71K

0.00%

INDEPENDENT INVESTORS INC

14.25K

Jun 30, 26

-960

0.00%

Capital Advisors, Ltd. LLC

14.21K

Jun 30, 26

+25

0.00%

Pointe Capital Management LLC

14.17K

Jun 30, 26

-2.04K

0.00%

Arete Wealth Advisors, LLC

14.13K

Jun 30, 26

+503

0.00%

Laraway Financial Advisors Inc

14.04K

Jun 30, 26

+512

0.00%

SOUTHERN CAPITAL SERVICES INC /ADV

14.04K

Jun 30, 26

-50.61K

0.00%

Atlas Private Wealth Advisors

14.02K

Jun 30, 26

-1.27K

0.00%

BCGM Wealth Management, LLC

13.87K

Jun 30, 26

-3.67K

0.00%

Navis Wealth Advisors, LLC

13.80K

Jun 30, 26

-17.58K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.80K

Jun 30, 26

+5.34K

0.00%

Commonwealth Financial Services, LLC

13.74K

Jun 30, 26

+720

0.00%

White Knight Strategic Wealth Advisors, LLC

13.64K

Jun 30, 26

-2.29K

0.00%

Empire Financial Management Company, LLC

13.63K

Jun 30, 26

-53.59K

0.00%

RED CRANE WEALTH MANAGEMENT, LLC

13.61K

Jun 30, 26

-245

0.00%

MARIPAU WEALTH MANAGEMENT LLC

13.52K

Jun 30, 26

+3.21K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

13.51K

Jun 30, 26

+489

0.00%

Cornerstone Wealth Group, LLC

13.49K

Jun 30, 26

-675

0.00%

Resolute Wealth Strategies, LLC

13.39K

Jun 30, 26

-795

0.00%

Pure Financial Advisors, LLC

13.39K

Jun 30, 26

-887

0.00%

Nelson Capital Management, LLC

13.38K

Jun 30, 26

-11.20K

0.00%

SevenBridge Financial Group, LLC

13.35K

Jun 30, 26

-2.42K

0.00%

FMR LLC

13.35K

Jun 30, 26

-18.42K

0.00%

Menard Financial Group LLC

13.25K

Jun 30, 26

-2.37K

0.00%

CRA Financial Services, LLC

13.20K

Jun 30, 26

+86

0.00%

Cascade Financial Partners, LLC

13.19K

Jun 30, 26

0.00%

Integrated Wealth Management

13.17K

Jun 30, 26

+52

0.00%

FIDUCIARY TRUST CO

13.15K

Jun 30, 26

+2.42K

0.00%

Rose Capital Advisors LLC

13.10K

Jun 30, 26

+13.10K

0.00%

Accurate Wealth Management, LLC

13.06K

Jun 30, 26

+2.54K

0.00%

Diversified Portfolios, Inc.

13.04K

Jun 30, 26

-67

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

13.03K

Jun 30, 26

-8.52K

0.00%

WASHINGTON TRUST Co

12.89K

Jun 30, 26

+5.05K

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

12.89K

Jun 30, 26

+12.89K

0.00%

WEST MICHIGAN ADVISORS, LLC

12.84K

Jun 30, 26

-19.70K

0.00%

Arcus Capital Partners, LLC

12.79K

Jun 30, 26

+272

0.00%

HB Wealth Management, LLC

12.78K

Jun 30, 26

-15.27K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

12.76K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

12.68K

Jun 30, 26

-15.57K

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

12.65K

Jun 30, 26

+318

0.00%

BROWN WEALTH MANAGEMENT, LLC

12.57K

Jun 30, 26

+12.57K

0.00%

Lakeridge Wealth Management LLC

12.55K

Jun 30, 26

-361

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

12.49K

Jun 30, 26

0.00%

TopTier Wealth Management, LLC

12.49K

Jun 30, 26

-418

0.00%

ELCO Management Co., LLC

12.47K

Jun 30, 26

-16.43K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

12.41K

Jun 30, 26

+1.70K

0.00%

BROWN BROTHERS HARRIMAN & CO

12.30K

Jun 30, 26

0.00%

Stenger Family Office, LLC

12.28K

Jun 30, 26

-179

0.00%

Atlanta Consulting Group Advisors, LLC

12.22K

Jun 30, 26

+12.22K

0.00%

Autumn Glory Partners, LLC

12.20K

Jun 30, 26

-18.77K

0.00%

Fiduciary Group LLC

12.18K

Jun 30, 26

-3.50K

0.00%

Crumly & Associates Inc.

12.15K

Jun 30, 26

+2.00K

0.00%

Cassady Wealth & Retirement Planning, LLC

12.11K

Jun 30, 26

-1.11K

0.00%

Meridian Financial Partners LLC

12.07K

Jun 30, 26

-6.46K

0.00%

Mission Hills Financial Advisory, LLC

11.99K

Jun 30, 26

+5.42K

0.00%

Guided Capital Wealth Management, LLC

11.99K

Jun 30, 26

0.00%

Fortune Financial Group, Inc.

11.96K

Jun 30, 26

+18

0.00%

Legacy Bridge, LLC

11.80K

Jun 30, 26

-2.79K

0.00%

LVZ, Inc.

11.65K

Jun 30, 26

+1.20K

0.00%

ORG Wealth Partners, LLC

11.64K

Jun 30, 26

+1.31K

0.00%

HM PAYSON & CO

11.52K

Jun 30, 26

0.00%

Plus Group Wealth Advisors LLC

11.49K

Jun 30, 26

+1.32K

0.00%

Colonial Trust Co / SC

11.44K

Jun 30, 26

+149

0.00%

Fortis Group Advisors, LLC

11.42K

Jun 30, 26

-660

0.00%

Provenance Wealth Advisors, LLC

11.41K

Jun 30, 26

+10.67K

0.00%

Taylor & Morgan Wealth Management, LLC

11.39K

Jun 30, 26

-1.21K

0.00%

CAPITAL ADVISORS INC/OK

11.38K

Jun 30, 26

-1.53M

0.00%

Financial Gravity Companies, Inc.

11.37K

Jun 30, 26

+11.37K

0.00%

Williams Jones Wealth Management, LLC.

11.35K

Jun 30, 26

0.00%

Pine Valley Investments Ltd Liability Co

11.30K

Jun 30, 26

-1.50K

0.00%

Keystone Wealth Services, LLC

11.30K

Jun 30, 26

-1.93K

0.00%

Darden Wealth Group Inc

11.25K

Jun 30, 26

+19

0.00%

Financial Partners Group, Inc

11.25K

Jun 30, 26

-10.47K

0.00%

NorthRock Partners, LLC

11.14K

Jun 30, 26

+11.14K

0.00%

Lineweaver Wealth Advisors, LLC

11.12K

Jun 30, 26

+897

0.00%

Marshall Financial Group LLC

11.12K

Jun 30, 26

-3.21K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

11.05K

Jun 30, 26

+4.04K

0.00%

Key FInancial Inc

11.05K

Jun 30, 26

+1.45K

0.00%

Mainstream Capital Management LLC

10.97K

Jun 30, 26

-7.88K

0.00%

Camelot Portfolios, LLC

10.81K

Jun 30, 26

-99

0.00%

Landmark Wealth Management, LLC

10.80K

Jun 30, 26

+3.35K

0.00%

Venture Visionary Partners LLC

10.74K

Jun 30, 26

+463

0.00%

Sentinus, LLC

10.73K

Jun 30, 26

+191

0.00%

Trust Co

10.70K

Jun 30, 26

-316

0.00%

Shum Financial Group, Inc.

10.65K

Jun 30, 26

+1.28K

0.00%

Athena Wealth Management, LLC

10.65K

Jun 30, 26

-1.38K

0.00%

Wellington Shields Capital Management, LLC

10.64K

Jun 30, 26

0.00%

Putney Financial Group LLC

10.57K

Jun 30, 26

+6.59K

0.00%

ZACKS INVESTMENT MANAGEMENT

10.52K

Jun 30, 26

+4.52K

0.00%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

10.50K

Jun 30, 26

+10.50K

0.00%

WealthPlan Investment Management, LLC

10.45K

Jun 30, 26

-391

0.00%

AssuredPartners Investment Advisors, LLC

10.42K

Jun 30, 26

-151

0.00%

United Bank

10.42K

Jun 30, 26

+1.75K

0.00%

PARK NATIONAL CORP /OH/

10.32K

Jun 30, 26

-584

0.00%

Fortis Advisors, LLC

10.26K

Jun 30, 26

+34

0.00%

WESBANCO BANK INC

10.24K

Jun 30, 26

-474

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

10.23K

Jun 30, 26

+2.22K

0.00%

Texas Yale Capital Corp.

10.15K

Jun 30, 26

+400

0.00%

Mascagni Wealth Management, Inc.

10.09K

Jun 30, 26

+2.73K

0.00%

Aventura Private Wealth, LLC

10.08K

Jun 30, 26

-16.30K

0.00%

Mascoma Wealth Management LLC

10.04K

Jun 30, 26

-176

0.00%

Bryn Mawr Capital Management, LLC

10.01K

Jun 30, 26

-677

0.00%

Canvas Wealth Advisors, LLC

10.01K

Jun 30, 26

+565

0.00%

Latitude Advisors, LLC

9.98K

Jun 30, 26

-850

0.00%

Strong Retirement Solutions LLC

9.96K

Jun 30, 26

+459

0.00%

COLUMBIA ADVISORY PARTNERS LLC

9.90K

Jun 30, 26

+377

0.00%

Vickerman Investment Advisors, Inc.

9.88K

Jun 30, 26

+354

0.00%

Harbor Asset Planning, Inc.

9.86K

Jun 30, 26

-2.78K

0.00%

Red Door Wealth Management, LLC

9.84K

Jun 30, 26

-1.26K

0.00%

Cypress Wealth Services, LLC

9.82K

Jun 30, 26

-2.56K

0.00%

TPG Advisors LLC

9.79K

Jun 30, 26

+4.17K

0.00%

Advance Capital Management, Inc.

9.71K

Jun 30, 26

-2.04K

0.00%

Riverbend Wealth Management, LLC

9.69K

Jun 30, 26

-39.54K

0.00%

American Money Management, LLC

9.66K

Jun 30, 26

-528

0.00%

VestGen Advisors, LLC

9.64K

Jun 30, 26

+1.28K

0.00%

Accredited Investors Inc.

9.64K

Jun 30, 26

+119

0.00%

Rockingstone Advisors LLC

9.60K

Jun 30, 26

-3.79K

0.00%

MSH Capital Advisors LLC

9.56K

Jun 30, 26

-1.54K

0.00%

Evolution Wealth Advisors, LLC

9.53K

Jun 30, 26

+818

0.00%

One Capital Management, LLC

9.46K

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

9.45K

Jun 30, 26

-3.21K

0.00%

Skyline Advisors, Inc.

9.43K

Jun 30, 26

-1.50K

0.00%

Sovereign Investment Advisors, LLC

9.33K

Jun 30, 26

+2.25K

0.00%

KKM Financial LLC

9.31K

Jun 30, 26

-150

0.00%

Formidable Asset Management, LLC

9.29K

Jun 30, 26

-818

0.00%

Argent Advisors, Inc.

9.27K

Jun 30, 26

0.00%

Advisory Advocates, LLC

9.27K

Jun 30, 26

+2.26K

0.00%

Private Capital Advisors, Inc.

9.09K

Jun 30, 26

+2.02K

0.00%

Gateway Wealth Partners, LLC

9.08K

Jun 30, 26

+873

0.00%

REBALANCE, LLC

9.03K

Jun 30, 26

+263

0.00%

Bright Futures Wealth Management, LLC.

8.99K

Jun 30, 26

+1.07K

0.00%

PVG ASSET MANAGEMENT CORP

8.99K

Jun 30, 26

-178

0.00%

PlanVest Financial, Inc

8.93K

Jun 30, 26

+824

0.00%

STEINBERGANNA WEALTH MANAGEMENT

8.89K

Jun 30, 26

+2.95K

0.00%

REGATTA CAPITAL GROUP, LLC

8.89K

Jun 30, 26

-639

0.00%

GAMMA Investing LLC

8.85K

Jun 30, 26

+3.11K

0.00%

Almanack Investment Partners, LLC.

8.83K

Jun 30, 26

+8.83K

0.00%

Glen Eagle Advisors, LLC

8.82K

Jun 30, 26

+2.98K

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

8.74K

Jun 30, 26

-2.65K

0.00%

Grandview Asset Management LLC

8.72K

Jun 30, 26

-1.21K

0.00%

Endowment Wealth Management, Inc.

8.71K

Jun 30, 26

-916

0.00%

Bull Harbor Capital LLC

8.71K

Jun 30, 26

+2.44K

0.00%

Fiduciary Alliance LLC

8.71K

Jun 30, 26

-975

0.00%

Fidelis Capital Partners, LLC

8.66K

Jun 30, 26

+262

0.00%

Ethos Financial Group, LLC

8.64K

Jun 30, 26

+8.64K

0.00%

Crossmark Global Holdings, Inc.

8.62K

Jun 30, 26

0.00%

Cornerstone Wealth Management, LLC

8.57K

Jun 30, 26

+3.27K

0.00%

NVWM, LLC

8.53K

Jun 30, 26

-8.98K

0.00%

Midwest Financial Group LLC

8.47K

Jun 30, 26

+2.65K

0.00%

QP WEALTH MANAGEMENT, LLC

8.46K

Jun 30, 26

-2.00K

0.00%

Harvest Investment Services, LLC

8.41K

Jun 30, 26

-659

0.00%

Castle Rock Wealth Management, LLC

8.39K

Jun 30, 26

-1.78K

0.00%

Odyssey Capital Advisors, Inc.

8.37K

Jun 30, 26

-314

0.00%

Cherry Creek Investment Advisors, Inc.

8.31K

Jun 30, 26

+182

0.00%

ALONGSIDE, LLC

8.28K

Jun 30, 26

+8.28K

0.00%

49 WEALTH MANAGEMENT, LLC

8.28K

Jun 30, 26

+2.54K

0.00%

BRIGHTON JONES LLC

8.27K

Jun 30, 26

-4.59K

0.00%

Comprehensive Financial Planning, Inc./PA

8.23K

Jun 30, 26

-848

0.00%

NWAM LLC

8.17K

Jun 30, 26

+4.17K

0.00%

Main Street Financial Solutions, LLC

8.16K

Jun 30, 26

-3.67K

0.00%

Stablepoint Partners, LLC

8.09K

Jun 30, 26

-288

0.00%

Detalus Advisors, LLC

8.09K

Jun 30, 26

-1.70K

0.00%

Private Wealth Asset Management, LLC

8.07K

Jun 30, 26

-5.68K

0.00%

Stegent Equity Advisors, Inc.

8.07K

Jun 30, 26

0.00%

Hurley Capital, LLC

8.06K

Jun 30, 26

+142

0.00%

Crescent Grove Advisors, LLC

8.04K

Jun 30, 26

-57.99K

0.00%

Aurdan Capital Management, LLC

8.01K

Jun 30, 26

-2.94K

0.00%

Carson Advisory Inc.

7.99K

Jun 30, 26

+7.99K

0.00%

Coastal Investment Advisors, Inc.

7.97K

Jun 30, 26

-195

0.00%

SimpliFi, Inc.

7.96K

Jun 30, 26

+175

0.00%

American Financial Advisors, LLC

7.95K

Jun 30, 26

-1.15K

0.00%

Oak Barrel Wealth Advisory LLC

7.93K

Jun 30, 26

+7.93K

0.00%

DOVER ADVISORS, LLC

7.92K

Jun 30, 26

+135

0.00%

Consilium Wealth Advisory, LLC

7.91K

Jun 30, 26

0.00%

Sincerus Advisory, LLC

7.88K

Jun 30, 26

+32

0.00%

Essential Investment Partners LLC

7.85K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

7.77K

Jun 30, 26

+605

0.00%

Winch Advisory Services, LLC

7.76K

Jun 30, 26

-245

0.00%

J. L. Bainbridge & Co., Inc.

7.74K

Jun 30, 26

+1.89K

0.00%

PEOPLES BANK /OH

7.73K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

7.72K

Jun 30, 26

-689

0.00%

Corps Capital Advisors, LLC

7.72K

Jun 30, 26

-930

0.00%

Fearless Solutions, LLC dba Best Invest

7.70K

Jun 30, 26

-122

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

7.68K

Jun 30, 26

+1.62K

0.00%

WealthSpring Partners, LLC

7.68K

Jun 30, 26

-450

0.00%

Bridgewealth Advisory Group, LLC

7.67K

Jun 30, 26

-2.39K

0.00%

TAGStone Capital, Inc.

7.66K

Jun 30, 26

+168

0.00%

Selby Wealth Management, LLC

7.57K

Jun 30, 26

+60

0.00%

Wealth Advisory Solutions, LLC

7.55K

Jun 30, 26

+1.90K

0.00%

Rolek Wealth Management LLC

7.54K

Jun 30, 26

0.00%

BTG Pactual Asset Management US LLC

7.53K

Jun 30, 26

0.00%

OARSMAN CAPITAL, INC.

7.50K

Jun 30, 26

+1.75K

0.00%

Advisor Resource Council

7.50K

Jun 30, 26

+3.14K

0.00%

PERSONAL CFO SOLUTIONS, LLC

7.46K

Jun 30, 26

-3.43K

0.00%

Choate Investment Advisors

7.43K

Jun 30, 26

0.00%

REICON WEALTH ADVISORS, LLC

7.37K

Jun 30, 26

-14

0.00%

Integrity Advisory Solutions, LLC

7.37K

Jun 30, 26

+28

0.00%

Johnson Financial Group, LLC

7.36K

Jun 30, 26

+7.36K

0.00%

Jefferies Financial Group Inc.

7.33K

Jun 30, 26

+479

0.00%

Pinion Investment Advisors, LLC

7.33K

Jun 30, 26

+343

0.00%

Venturi Wealth Management, LLC

7.31K

Jun 30, 26

+450

0.00%

Acorn Wealth Advisors, LLC

7.31K

Jun 30, 26

-26.60K

0.00%

JM2 Capital Inc.

7.30K

Jun 30, 26

-438

0.00%

WETZEL INVESTMENT ADVISORS, INC.

7.28K

Jun 30, 26

-242

0.00%

Qube Research & Technologies Ltd

7.27K

Jun 30, 26

+3.73K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

7.26K

Jun 30, 26

-375

0.00%

Lionsbridge Wealth Management LLC

7.26K

Jun 30, 26

-6.09K

0.00%

Edgestream Partners, L.P.

7.26K

Jun 30, 26

+3.57K

0.00%

Sonoma Allocations LLC

7.25K

Jun 30, 26

+7.25K

0.00%

Activest Wealth Management

7.22K

Jun 30, 26

-6.54K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

7.20K

Jun 30, 26

-23

0.00%

EWA, LLC

7.20K

Jun 30, 26

+7.20K

0.00%

Vigil Wealth Management, LLC

7.20K

Jun 30, 26

+454

0.00%

Quadcap Wealth Management, LLC

7.18K

Jun 30, 26

+432

0.00%

Bison Wealth, LLC

7.14K

Jun 30, 26

-1.97K

0.00%

HighPoint Advisor Group LLC

7.11K

Jun 30, 26

+7.11K

0.00%

Sepio Capital, LP

7.11K

Jun 30, 26

+109

0.00%

CAPITAL CITY TRUST CO/FL

7.10K

Jun 30, 26

0.00%

LEIGH BALDWIN & CO., LLC

7.10K

Jun 30, 26

-21

0.00%

Z3 Capital Partners, LLC

7.08K

Jun 30, 26

0.00%

STOCK YARDS BANK & TRUST CO

7.07K

Jun 30, 26

-160

0.00%

Hixon Zuercher, LLC

7.05K

Jun 30, 26

-4.23K

0.00%

Mattern Wealth Management LLC

7.00K

Jun 30, 26

-2.95K

0.00%

Abel Hall, LLC

7.00K

Jun 30, 26

0.00%

Optivise Advisory Services LLC

6.95K

Jun 30, 26

+2.92K

0.00%

Columbia Asset Management

6.89K

Jun 30, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

6.89K

Jun 30, 26

+2.04K

0.00%

BEACON FINANCIAL PLANNING, INC

6.86K

Jun 30, 26

-549

0.00%

EPG Wealth Management LLC

6.83K

Jun 30, 26

+542

0.00%

Total Clarity Wealth Management, Inc.

6.79K

Jun 30, 26

+6.79K

0.00%

Comprehensive Money Management Services LLC

6.79K

Jun 30, 26

-760

0.00%

McAdam, LLC

6.79K

Jun 30, 26

-360

0.00%

Alteri Wealth LLC

6.77K

Jun 30, 26

+108

0.00%

Tepp RIA, LLC

6.68K

Jun 30, 26

-701

0.00%

SIGNATUREFD, LLC

6.66K

Jun 30, 26

+21

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

6.64K

Jun 30, 26

+103

0.00%

Delta Investment Management, LLC

6.62K

Jun 30, 26

-6.90K

0.00%

SENTINEL PENSION ADVISORS INC

6.62K

Jun 30, 26

+1.19K

0.00%

Baker Avenue Asset Management, LP

6.58K

Jun 30, 26

-66.03K

0.00%

Wealth Management Partners, LLC

6.57K

Jun 30, 26

-729

0.00%

Hubbell Strickland Wealth Management, LLC

6.57K

Jun 30, 26

+56

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

6.55K

Jun 30, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

6.53K

Jun 30, 26

0.00%

Auour Investments LLC

6.52K

Jun 30, 26

+160

0.00%

Convergence Financial, LLC

6.50K

Jun 30, 26

+2.73K

0.00%

XCELSIOR ADVISOR PARTNERS LLC

6.49K

Jun 30, 26

+6.49K

0.00%

NavPoint Financial, Inc.

6.43K

Jun 30, 26

+99

0.00%

Johnson & White Wealth Management, LLC

6.42K

Jun 30, 26

+68

0.00%

Wills Financial Group LLC

6.42K

Jun 30, 26

+630

0.00%

ALEXANDER LABRUNERIE & CO., INC.

6.41K

Jun 30, 26

+89

0.00%

Nuveen, LLC

6.40K

Jun 30, 26

+6.40K

0.00%

Global Financial Private Client, LLC

6.37K

Jun 30, 26

+399

0.00%

VisionPoint Advisory Group, LLC

6.36K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

6.33K

Jun 30, 26

+3.81K

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

6.33K

Jun 30, 26

+6.33K

0.00%

Synergy Financial Group, LTD

6.32K

Jun 30, 26

0.00%

Solidarity Wealth, LLC

6.31K

Jun 30, 26

+1.27K

0.00%

Cobblestone Asset Management LLC

6.31K

Jun 30, 26

+6.31K

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

6.28K

Jun 30, 26

+183

0.00%

Legacy Wealth Management, LLC / MS

6.27K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

6.24K

Jun 30, 26

-20.87K

0.00%

Capital Asset Advisory Services LLC

6.20K

Jun 30, 26

+6.20K

0.00%

GARRISON BRADFORD & ASSOCIATES INC

6.19K

Jun 30, 26

-869

0.00%

Bogart Wealth, LLC

6.05K

Jun 30, 26

+4.04K

0.00%

Capital Planning LLC

6.04K

Jun 30, 26

0.00%

BAILARD, INC.

6.04K

Jun 30, 26

-625

0.00%

Gaddis Premier Wealth Advisors LLC

6.01K

Jun 30, 26

-832

0.00%

1900 WEALTH MANAGEMENT LLC

6.01K

Jun 30, 26

0.00%

CRUX WEALTH ADVISORS

6.00K

Jun 30, 26

+133

0.00%

Level Wealth Management LLC

6.00K

Jun 30, 26

0.00%

Welch Financial Planning, LLC

5.99K

Jun 30, 26

0.00%

Cornell Pochily Investment Advisors, Inc.

5.96K

Jun 30, 26

-2.02K

0.00%

WESPAC Advisors SoCal, LLC

5.95K

Jun 30, 26

+254

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

5.91K

Jun 30, 26

+630

0.00%

Bank of New Hampshire

5.86K

Jun 30, 26

-696

0.00%

LifeGoal Wealth Advisors

5.86K

Jun 30, 26

+5.86K

0.00%

Hilton Head Capital Partners, LLC

5.84K

Jun 30, 26

-1.51K

0.00%

Montz Harcus Wealth Management LLC

5.77K

Jun 30, 26

+128

0.00%

Royal Fund Management, LLC

5.76K

Jun 30, 26

-284

0.00%

WFA of San Diego, LLC

5.72K

Jun 30, 26

-1.02K

0.00%

South Shore Capital Advisors

5.72K

Jun 30, 26

+549

0.00%

Farmers & Merchants Trust Co of Long Beach

5.70K

Jun 30, 26

0.00%

TFB Advisors LLC

5.70K

Jun 30, 26

+5.70K

0.00%

PATRON PARTNERS, LLC

5.64K

Jun 30, 26

+445

0.00%

17 CAPITAL PARTNERS, LLC

5.63K

Jun 30, 26

+690

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

5.62K

Jun 30, 26

-695

0.00%

Maridea Wealth Management LLC

5.61K

Jun 30, 26

-5.68K

0.00%

Clear Point Advisors Inc.

5.58K

Jun 30, 26

+5.58K

0.00%

NORTHBRIDGE FINANCIAL GROUP, LLC

5.57K

Jun 30, 26

+5.57K

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

5.55K

Jun 30, 26

+5.55K

0.00%

1620 INVESTMENT ADVISORS, INC.

5.52K

Jun 30, 26

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

5.52K

Jun 30, 26

-92.40K

0.00%

LWM Advisory Services, LLC

5.51K

Jun 30, 26

0.00%

Southland Equity Partners LLC

5.48K

Jun 30, 26

-272

0.00%

KELLY FINANCIAL GROUP LLC

5.45K

Jun 30, 26

+852

0.00%

FIRST NATIONAL TRUST CO

5.44K

Jun 30, 26

+5.44K

0.00%

BOS Asset Management, LLC

5.41K

Jun 30, 26

0.00%

Cypress Capital Group

5.40K

Jun 30, 26

0.00%

Kuhn & Co Investment Counsel

5.40K

Jun 30, 26

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.39K

Jun 30, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

5.35K

Jun 30, 26

+27

0.00%

SONATA CAPITAL GROUP INC

5.34K

Jun 30, 26

+857

0.00%

Equity Wealth Partners, LLC

5.33K

Jun 30, 26

+363

0.00%

Chris Bulman Inc

5.33K

Jun 30, 26

-2.26K

0.00%

Stone House Investment Management, LLC

5.32K

Jun 30, 26

+2.78K

0.00%

KWB Wealth

5.31K

Jun 30, 26

+5.31K

0.00%

VIEWPOINT INVESTMENT PARTNERS CORP

5.30K

Jun 30, 26

+5.30K

0.00%

Forum Financial Management, LP

5.25K

Jun 30, 26

-112

0.00%

Entelevest, LLC

5.24K

Jun 30, 26

-322

0.00%

Nautilus Advisors LLC

5.23K

Jun 30, 26

-100

0.00%

Premier Private Wealth Management LLC

5.22K

Jun 30, 26

+5.22K

0.00%

SageView Advisory Group, LLC

5.22K

Jun 30, 26

-120

0.00%

Newman Dignan & Sheerar, Inc.

5.21K

Jun 30, 26

+79

0.00%

Badgley Phelps Wealth Managers, LLC

5.21K

Jun 30, 26

-26

0.00%

KLCM Advisors, Inc.

5.19K

Jun 30, 26

+81

0.00%

Connecticut Wealth Management, LLC

5.17K

Jun 30, 26

0.00%

BCS Wealth Management

5.16K

Jun 30, 26

-456

0.00%

Tortoise Investment Management, LLC

5.14K

Jun 30, 26

-2.43K

0.00%

NATIONAL BANK OF CANADA /FI/

5.14K

Jun 30, 26

+267

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

5.13K

Jun 30, 26

-7.42K

0.00%

GATEWAY INVESTMENT ADVISERS LLC

5.13K

Jun 30, 26

+5.13K

0.00%

JOHNSON INVESTMENT COUNSEL INC

5.11K

Jun 30, 26

+1.00K

0.00%

Cartesian Growth Corp

5.08K

Jun 30, 26

+336

0.00%

FORTEM FINANCIAL GROUP, LLC

5.08K

Jun 30, 26

0.00%

GDS Wealth Management

5.07K

Jun 30, 26

+5.07K

0.00%

Capital Advantage, Inc.

5.05K

Jun 30, 26

+5.05K

0.00%

Brookwood Investment Group LLC

5.03K

Jun 30, 26

-1.00K

0.00%

Impact Partnership Wealth, LLC

5.02K

Jun 30, 26

+5.02K

0.00%

Schonfeld Strategic Advisors LLC

5.00K

Jun 30, 26

+5.00K

0.00%

Beck Bode, LLC

5.00K

Jun 30, 26

+679

0.00%

Prota Financial, LLC

4.99K

Jun 30, 26

-3.40K

0.00%

Rehmann Capital Advisory Group

4.96K

Jun 30, 26

0.00%

Transce3nd, LLC

4.95K

Jun 30, 26

-7

0.00%

Seelaus Asset Management LLC

4.94K

Jun 30, 26

-562

0.00%

Pinnacle Family Advisors, LLC

4.92K

Jun 30, 26

-288

0.00%

Key Client Fiduciary Advisors, LLC

4.92K

Jun 30, 26

-663

0.00%

DUDLEY CAPITAL MANAGEMENT, LLC

4.90K

Jun 30, 26

+29

0.00%

RMB Capital Management, LLC

4.89K

Jun 30, 26

-473

0.00%

ROMAN BUTLER FULLERTON & CO

4.85K

Jun 30, 26

+154

0.00%

Evercore Wealth Management, LLC

4.83K

Jun 30, 26

-3.00K

0.00%

Rollins Financial Advisors, LLC

4.80K

Jun 30, 26

-584

0.00%

Hudock, Inc.

4.74K

Jun 30, 26

-182

0.00%

HRC WEALTH MANAGEMENT, LLC

4.72K

Jun 30, 26

+89

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

4.70K

Jun 30, 26

-3.81K

0.00%

Virtue Capital Management, LLC

4.66K

Jun 30, 26

+534

0.00%

Reliant Wealth Planning

4.63K

Jun 30, 26

0.00%

Quad-Cities Investment Group, LLC

4.63K

Jun 30, 26

+77

0.00%

Everstar Asset Management, LLC

4.63K

Jun 30, 26

-2.16K

0.00%

Redwood Family Wealth LLC

4.62K

Jun 30, 26

+49

0.00%

Miracle Mile Advisors, LLC

4.62K

Jun 30, 26

+4.62K

0.00%

WESPAC Advisors, LLC

4.62K

Jun 30, 26

-291

0.00%

Welch Group, LLC

4.62K

Jun 30, 26

+150

0.00%

Fisher Asset Management, LLC

4.56K

Jun 30, 26

-5.83K

0.00%

Physician Wealth Advisors, Inc.

4.56K

Jun 30, 26

0.00%

NORTHLAND SECURITIES, INC.

4.52K

Jun 30, 26

-274

0.00%

Clearwave Capital, LLC

4.51K

Jun 30, 26

-5.30K

0.00%

QTR Family Wealth, LLC

4.50K

Jun 30, 26

0.00%

Cladis Investment Advisory, LLC

4.50K

Jun 30, 26

+4.50K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

4.47K

Jun 30, 26

+4.08K

0.00%

Kaizen Financial Strategies

4.47K

Jun 30, 26

-250

0.00%

Legacy Financial Strategies, LLC

4.47K

Jun 30, 26

-5.83K

0.00%

Jacobi Capital Management LLC

4.46K

Jun 30, 26

+4.46K

0.00%

Seascape Capital Management

4.45K

Jun 30, 26

+4.45K

0.00%

NAPLES GLOBAL ADVISORS, LLC

4.42K

Jun 30, 26

+4.42K

0.00%

Meriwether Wealth & Planning, LLC

4.42K

Jun 30, 26

+93

0.00%

Rossby Financial, LCC

4.42K

Jun 30, 26

+3.83K

0.00%

SEEDS INVESTOR LLC

4.41K

Jun 30, 26

+23

0.00%

Atlatl Advisers LLC

4.41K

Jun 30, 26

+205

0.00%

RITHOLTZ WEALTH MANAGEMENT

4.41K

Jun 30, 26

-3.15K

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

4.40K

Jun 30, 26

+114

0.00%

Keystone Financial Group

4.39K

Jun 30, 26

+4.39K

0.00%

Dorsey & Whitney Trust CO LLC

4.38K

Jun 30, 26

0.00%

Secure Asset Management, LLC

4.32K

Jun 30, 26

+15

0.00%

Pinnacle Wealth Management, LLC

4.31K

Jun 30, 26

-10.81K

0.00%

SALEM INVESTMENT COUNSELORS INC

4.30K

Jun 30, 26

+2.90K

0.00%

Innovative Asset Advisors Group, LLC

4.30K

Jun 30, 26

-600

0.00%

Burnham & Co LLC

4.30K

Jun 30, 26

+4.30K

0.00%

Chatterton & Associates Inc.

4.30K

Jun 30, 26

0.00%

Caitlin John, LLC

4.29K

Jun 30, 26

+248

0.00%

Penbrook Management LLC

4.22K

Jun 30, 26

0.00%

Atlas Brown,Inc.

4.21K

Jun 30, 26

-55

0.00%

WealthTrust Axiom LLC

4.19K

Jun 30, 26

0.00%

Capital Wealth Alliance, LLC

4.18K

Jun 30, 26

+4.18K

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

4.18K

Jun 30, 26

+4.18K

0.00%

Smith Thornton Advisors LLC

4.17K

Jun 30, 26

-619

0.00%

Morey & Quinn Wealth Partners, LLC

4.15K

Jun 30, 26

+432

0.00%

Family Investment Center, Inc.

4.15K

Jun 30, 26

+4.15K

0.00%

WEST BANCORPORATION INC

4.15K

Jun 30, 26

-7.80K

0.00%

Cadent Capital Advisors, LLC

4.14K

Jun 30, 26

+4.14K

0.00%

Compass Ion Advisors, LLC

4.13K

Jun 30, 26

-118

0.00%

Zullo Investment Group, Inc.

4.11K

Jun 30, 26

+4.11K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

4.09K

Jun 30, 26

+4.01K

0.00%

J. Safra Sarasin Holding AG

4.08K

Jun 30, 26

+4.08K

0.00%

OPTIMA CAPITAL LLC

4.05K

Jun 30, 26

+26

0.00%

TABLEAUX LLC

4.02K

Jun 30, 26

-366

0.00%

SJS Investment Consulting Inc.

4.01K

Jun 30, 26

+4.01K

0.00%

Manchester Capital Management LLC

4.00K

Jun 30, 26

+2.00K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

3.98K

Jun 30, 26

+3.98K

0.00%

Element Wealth, LLC

3.98K

Jun 30, 26

-103

0.00%

Great Lakes Retirement, Inc.

3.96K

Jun 30, 26

-444

0.00%

MBL Wealth, LLC

3.95K

Jun 30, 26

0.00%

Fountainhead AM, LLC

3.94K

Jun 30, 26

+250

0.00%

Finivi Inc.

3.93K

Jun 30, 26

-908

0.00%

Wealth Enhancement Trust Services, Inc.

3.92K

Jun 30, 26

+3.92K

0.00%

Plante Moran Financial Advisors, LLC

3.90K

Jun 30, 26

+3.90K

0.00%

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

3.89K

Jun 30, 26

0.00%

Bridgewater Advisors Inc.

3.89K

Jun 30, 26

0.00%

Boyer Financial Services, Inc.

3.88K

Jun 30, 26

+3.88K

0.00%

Nilsine Partners, LLC

3.87K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

3.87K

Jun 30, 26

+1.43K

0.00%

ARWA LLC

3.87K

Jun 30, 26

+3.87K

0.00%

Kovitz Investment Group Partners, LLC

3.85K

Jun 30, 26

-120

0.00%

Hiley Hunt Wealth Management

3.84K

Jun 30, 26

+69

0.00%

BURNS J W & CO INC/NY

3.84K

Jun 30, 26

+3.84K

0.00%

SP Asset Management LLC

3.81K

Jun 30, 26

+3.81K

0.00%

Sherry Group, Inc.

3.80K

Jun 30, 26

+3.80K

0.00%

Arbor Investment Advisors, LLC

3.80K

Jun 30, 26

+3.80K

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

3.79K

Jun 30, 26

+159

0.00%

Aspen Wealth Strategies, LLC

3.79K

Jun 30, 26

-147

0.00%

BNB Wealth Management, LLC

3.78K

Jun 30, 26

0.00%

Financial Perspectives, Inc

3.78K

Jun 30, 26

+11

0.00%

NATURAL INVESTMENTS, LLC

3.77K

Jun 30, 26

+138

0.00%

Core Wealth Partners LLC

3.76K

Jun 30, 26

-2.80K

0.00%

ECLECTIC ASSOCIATES INC /ADV

3.74K

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

3.72K

Jun 30, 26

+65

0.00%

SLT Holdings LLC

3.71K

Jun 30, 26

0.00%

RETIREMENT INCOME SOLUTIONS, INC

3.71K

Jun 30, 26

0.00%

BFSG, LLC

3.66K

Jun 30, 26

+426

0.00%

RPS ADVISORY SOLUTIONS LLC

3.65K

Jun 30, 26

-476

0.00%

RETIREMENT FINANCIAL SOLUTIONS, LLC

3.64K

Jun 30, 26

-141

0.00%

PGIM Custom Harvest LLC

3.62K

Jun 30, 26

+3.62K

0.00%

BRYN MAWR TRUST Co

3.62K

Jun 30, 26

0.00%

LANGLEY WEALTH MANAGEMENT, LLC

3.61K

Jun 30, 26

+3.61K

0.00%

Westside Investment Management, Inc.

3.60K

Jun 30, 26

-3.57K

0.00%

Norris Financial Group, LLC

3.60K

Jun 30, 26

-176

0.00%

Strive Financial Group ,LLC

3.60K

Jun 30, 26

+1.36K

0.00%

Atlas Wealth Partners, LLC

3.58K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.55K

Jun 30, 26

+3.55K

0.00%

FORTRESS PRIVATE LEDGER, LLC

3.54K

Jun 30, 26

+3.54K

0.00%

Advocate Investing Services LLC

3.51K

Jun 30, 26

+3.01K

0.00%

Asset Dedication, LLC

3.48K

Jun 30, 26

+3.48K

0.00%

Providence Capital Advisors, LLC

3.42K

Jun 30, 26

+3.42K

0.00%

Luminist Capital LLC

3.30K

Jun 30, 26

+1.58K

0.00%

North Star Investment Management Corp.

3.25K

Jun 30, 26

+2.50K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.00K

Jun 30, 26

+3.00K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.96K

Jun 30, 26

-86

0.00%

ZRC WEALTH MANAGEMENT, LLC

2.84K

Jun 30, 26

+63

0.00%

Smithfield Trust Co

2.82K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.81K

Jun 30, 26

+1.11K

0.00%

Capital Advisor Network LLC

2.79K

Jun 30, 26

-3.56K

0.00%

SSA SWISS ADVISORS AG

2.66K

Jun 30, 26

0.00%

Canton Hathaway, LLC

2.60K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

2.59K

Jun 30, 26

0.00%

Wellington Shields & Co., LLC

2.50K

Jun 30, 26

0.00%

Corsicana & Co.

2.47K

Jun 30, 26

+2.47K

0.00%

Alpine Bank Wealth Management

2.42K

Jun 30, 26

+2.42K

0.00%

Golden State Equity Partners

2.41K

Jun 30, 26

-43.78K

0.00%

Founders Financial Alliance, LLC

2.31K

Jun 30, 26

+1.28K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.26K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

2.25K

Jun 30, 26

+2.25K

0.00%

Reyes Financial Architecture, Inc.

2.22K

Jun 30, 26

-25.15K

0.00%

Tradewinds, LLC.

2.19K

Jun 30, 26

+2.19K

0.00%

HAZLETT, BURT & WATSON, INC.

2.16K

Jun 30, 26

-700

0.00%

Independence Bank of Kentucky

2.16K

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.06K

Jun 30, 26

0.00%

RMG Wealth Management LLC

2.03K

Jun 30, 26

+2.03K

0.00%

Wellington Grp LLC

1.98K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

1.90K

Jun 30, 26

-146

0.00%

Pinnacle Bancorp, Inc.

1.90K

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

1.86K

Jun 30, 26

0.00%

Chung Wu Investment Group, LLC

1.85K

Jun 30, 26

-1.50K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

1.70K

Jun 30, 26

0.00%

BAYBAN

1.64K

Jun 30, 26

0.00%

Colonial Trust Advisors

1.62K

Jun 30, 26

+25

0.00%

Peck Wealth Management, LLC

1.61K

Jun 30, 26

+106

0.00%

3Chopt Investment Partners, LLC

1.58K

Jun 30, 26

-559

0.00%

Centerpoint Advisors, LLC

1.50K

Jun 30, 26

+27

0.00%

FINANCIAL CONSULATE, INC

1.39K

Jun 30, 26

+368

0.00%

Salomon & Ludwin, LLC

1.37K

Jun 30, 26

+968

0.00%

VALLEY NATIONAL ADVISERS INC

1.32K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.27K

Jun 30, 26

-224

0.00%

Allspring Global Investments Holdings, LLC

1.23K

Jun 30, 26

+1.22K

0.00%

Westfuller Advisors, LLC

1.18K

Jun 30, 26

+26

0.00%

Coastline Trust Co

1.15K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

1.12K

Jun 30, 26

+242

0.00%

MONTAG A & ASSOCIATES INC

1.11K

Jun 30, 26

+23

0.00%

WOLFF WIESE MAGANA LLC

1.10K

Jun 30, 26

+621

0.00%

Rialto Wealth Management, LLC

1.08K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.07K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

1.03K

Jun 30, 26

0.00%

Pacifica Partners Inc.

1.00K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

1.00K

Jun 30, 26

0.00%

Cetera Trust Company, N.A

1.00K

Jun 30, 26

0.00%

Truvestments Capital LLC

996

Jun 30, 26

0.00%

MeadowBrook Investment Advisors LLC

990

Jun 30, 26

+990

0.00%

Piscataqua Savings Bank

975

Jun 30, 26

0.00%

Arlington Trust Co LLC

946

Jun 30, 26

+946

0.00%

CALDWELL SUTTER CAPITAL, INC.

943

Jun 30, 26

0.00%

Dynamic Wealth Strategies, LLC

898

Jun 30, 26

0.00%

YANKCOM Partnership

891

Jun 30, 26

+891

0.00%

HHM Wealth Advisors, LLC

877

Jun 30, 26

+877

0.00%

High Point Wealth Management, LLC

850

Jun 30, 26

+850

0.00%

Millstone Evans Group, LLC

841

Jun 30, 26

-1.71K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

750

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

701

Jun 30, 26

+662

0.00%

Sunrise Financial Services, LLC

700

Jun 30, 26

0.00%

Glassman Wealth Services

650

Jun 30, 26

+650

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

623

Jun 30, 26

-51.23K

0.00%

Barnes Dennig Private Wealth Management LLC

615

Jun 30, 26

0.00%

Front Row Advisors LLC

555

Jun 30, 26

-150

0.00%

RAFFA WEALTH MANAGEMENT, LLC

538

Jun 30, 26

-13

0.00%

Monetary Solutions, Ltd

529

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

525

Jun 30, 26

+12

0.00%

DUNCKER STREETT & CO INC

514

Jun 30, 26

-6

0.00%

WPG Advisers, LLC

500

Jun 30, 26

+500

0.00%

EFG International AG

500

Jun 30, 26

+125

0.00%

Avion Wealth

490

Jun 30, 26

0.00%

NBH Bank

483

Jun 30, 26

+483

0.00%

GGM Financials LLC

483

Jun 30, 26

+11

0.00%

Russell Investments Group, Ltd.

481

Jun 30, 26

-322

0.00%

Game Plan Financial Advisors, LLC

450

Jun 30, 26

+150

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

439

Jun 30, 26

-3.02K

0.00%

Investors Portfolio Services LLC

438

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

421

Jun 30, 26

+43

0.00%

Johnson Financial Group, Inc.

415

Jun 30, 26

0.00%

Abound Wealth Management

409

Jun 30, 26

-27

0.00%

Cornerstone Financial Management LLC

400

Jun 30, 26

0.00%

MidFirst Bank

400

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

400

Jun 30, 26

0.00%

Acumen Wealth Advisors, LLC

382

Jun 30, 26

+382

0.00%

Global Trust Asset Management, LLC

375

Jun 30, 26

0.00%

Capital Investment Counsel, Inc

350

Jun 30, 26

0.00%

Highland Investment Advisors LLC

340

Jun 30, 26

+340

0.00%

Dogwood Wealth Management LLC

338

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

329

Jun 30, 26

0.00%

WHITTIER TRUST CO

326

Jun 30, 26

+276

0.00%

Noble Wealth Management PBC

315

Jun 30, 26

-30

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

285

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

280

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

280

Jun 30, 26

0.00%

Synergy Investment Management, LLC

279

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

266

Jun 30, 26

0.00%

Crews Bank & Trust

248

Jun 30, 26

+200

0.00%

Miller Global Investments, LLC

245

Jun 30, 26

0.00%

MILLER WEALTH ADVISORS, LLC

235

Jun 30, 26

-95

0.00%

Napier Financial, LLC

228

Jun 30, 26

+228

0.00%

ENTRUST FINANCIAL LLC

225

Jun 30, 26

+225

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

205

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

204

Jun 30, 26

-99

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

200

Jun 30, 26

+200

0.00%

SYM FINANCIAL Corp

200

Jun 30, 26

0.00%

Rice Partnership, LLC

200

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

200

Jun 30, 26

0.00%

BESSEMER GROUP INC

200

Jun 30, 26

+55

0.00%

Jackson, Grant Investment Advisers, Inc.

196

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

172

Jun 30, 26

+172

0.00%

Kingdom Financial Group LLC.

155

Jun 30, 26

-95

0.00%

CHELSEA COUNSEL CO

151

Jun 30, 26

-655

0.00%

Signature Resources Capital Management, LLC

150

Jun 30, 26

0.00%

Imprint Wealth LLC

139

Jun 30, 26

0.00%

Investors Research Corp

134

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

117

Jun 30, 26

+117

0.00%

Horizon Investments, LLC

114

Jun 30, 26

-114

0.00%

FIDUCIARY ADVISORS, INC.

112

Jun 30, 26

+112

0.00%

Cornerstone Planning Group LLC

101

Jun 30, 26

0.00%

Coston, McIsaac & Partners

101

Jun 30, 26

+101

0.00%

Aspect Partners, LLC

100

Jun 30, 26

0.00%

Virtus ETF Advisers LLC

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

-7.24K

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+80

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

+75

0.00%

City State Bank

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

Go Invest LLC

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+46

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+40

0.00%

Guardian Partners Inc.

Jun 30, 26

+35

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

0.00%

Cypress Capital Management LLC (WY)

Jun 30, 26

-15.19K

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

-1.44K

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Park Square Financial Group, LLC

Jun 30, 26

-31

0.00%

Birchwood Financial Partners, Inc.

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

Jun 30, 26

0.00%

Beacon Capital Management, Inc.

Jun 30, 26

0.00%

Lexington Hill Partners, LLC

Jun 30, 26

-4.04K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-353

Lloyd Advisory Services, LLC.

Jun 30, 26

-250

West Wealth Group, LLC

Jun 30, 26

-3.93K

CCG WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.69K

GREENWOOD CAPITAL ASSOCIATES LLC

Jun 30, 26

-10.22K

Annex Advisory Services, LLC

Jun 30, 26

-3.93K

Fortress Wealth Group, LLC

Jun 30, 26

-35.76K

UHLMANN PRICE SECURITIES, LLC

Jun 30, 26

-3.57K

Sherman Wealth Management LLC

Jun 30, 26

-11.10K

Cooper Capital Advisors LLC

Jun 30, 26

-6.68K

Prosperity Financial Group, Inc.

Jun 30, 26

-13.20K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-8.00K

Addison Advisors LLC

Jun 30, 26

-650

CPA Asset Management LLC

Jun 30, 26

-5.09K

Gallacher Capital Management LLC

Jun 30, 26

-4.80K

HIGHLAND CAPITAL MANAGEMENT, LLC

Jun 30, 26

-20.00K

55 North Private Wealth, LLC

Jun 30, 26

-4.62K

Opal Wealth Advisors, LLC

Jun 30, 26

-2.01K

Hilltop Holdings Inc.

Jun 30, 26

-4.31K

Facet Wealth, Inc.

Jun 30, 26

-3.68K

VISION FINANCIAL MARKETS LLC

Jun 30, 26

-491

Fullerton Advisors, LLC

Jun 30, 26

-35.80K

BLB&B Advisors, LLC

Jun 30, 26

-4.05K

Concorde Asset Management, LLC

Jun 30, 26

-4.96K

Decker Wealth Management LLC

Jun 30, 26

-127.74K

HOHIMER WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.54K

Scarborough Advisors, LLC

Jun 30, 26

-49

PW ADVISORS, LLC \ FL

Jun 30, 26

-6.61K

First Command Advisory Services, Inc.

Jun 30, 26

-52

Next Level Private LLC

Jun 30, 26

-14.60K

Destiny Wealth Partners, LLC

Jun 30, 26

-518

Embree Financial Group

Jun 30, 26

-4.24K

Ameritas Investment Partners, Inc.

Jun 30, 26

-212

Friday Financial

Jun 30, 26

-3.62K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-16.06K

NEW WAVE WEALTH ADVISORS LLC

Jun 30, 26

-27.38K

Able Wealth Management LLC

Jun 30, 26

-4.61K

Lummis Asset Management, LP

Jun 30, 26

-163

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

Jun 30, 26

-6.13K

QUATTRO FINANCIAL ADVISORS LLC

Jun 30, 26

-9.37K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-8.47K

IMC-Chicago, LLC

Jun 30, 26

-97.35K

Quartz Partners, LLC

Jun 30, 26

-18.15K

Nalls Sherbakoff Group, LLC

Jun 30, 26

-2.18K

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

-550

Cardinal Strategic Wealth Guidance

Jun 30, 26

-46

Clarity Asset Management, Inc.

Jun 30, 26

-457

WEALTHCARE CAPITAL MANAGEMENT LLC

Jun 30, 26

-7.30K

CX Institutional

Jun 30, 26

-373

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-9.84K

PIN OAK INVESTMENT ADVISORS INC

Jun 30, 26

-544

LITTLE HOUSE CAPITAL LLC

Jun 30, 26

-3.67K

Operose Advisors LLC

Jun 30, 26

-113

PITTENGER & ANDERSON INC

Jun 30, 26

-362

Roan Capital Partners

Jun 30, 26

-6.17K

Bouvel Investment Partners, LLC

Jun 30, 26

-147.03K

IEQ CAPITAL, LLC

Jun 30, 26

-25.48K

A4 Wealth Advisors LLC

Jun 30, 26

-3.88K

Sentinel Advisory Group, LLC

Jun 30, 26

-9.37K

Lifestyle Asset Management, Inc.

Jun 30, 26

-49.03K

LeClair Wealth Partners LLC

Jun 30, 26

-117.11K

Benchmark Financial Wealth Advisors, LLC

Jun 30, 26

-13.51K

Morse Asset Management, Inc

Jun 30, 26

-16

True Link Financial Advisors, LLC

Jun 30, 26

-94

Monument Capital Management

Jun 30, 26

-9.92K

Fidelis Wealth Advisors LLC

Jun 30, 26

-14.11K

Nationwide Fund Advisors

Jun 30, 26

-6.91M

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Jun 30, 26

-163

Matthew Goff Investment Advisor, LLC

Jun 30, 26

-252.74K

Global Wealth Strategies & Associates

Jun 30, 26

-1.55K

Andina Capital Management, LLC

Jun 30, 26

-19.20K

Leverty Financial Group, LLC

Jun 30, 26

-4.18K

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

-5.55K

WealthShield Partners, LLC

Jun 30, 26

-1.36K

Root Financial Partners, LLC

Jun 30, 26

-272

Hidden Cove Wealth Management, LLC

Jun 30, 26

-3.84K

MOTCO

Jun 30, 26

-568

SOA Wealth Advisors, LLC.

Jun 30, 26

-50.37K

Portus Wealth Advisors, LLC

Jun 30, 26

-7

Yukon Wealth Management, Inc.

Jun 30, 26

-19.64K

True North Advisors, LLC

Jun 30, 26

-44.98K

NOVARE CAPITAL MANAGEMENT LLC

Jun 30, 26

-3.53K

CWA Asset Management Group, LLC

Jun 30, 26

-5.85K

VANGUARD ADVISERS INC

Jun 30, 26

-39

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-2

KFA Private Wealth Group, LLC

Jun 30, 26

-10.24K

Gerber Kawasaki Wealth & Investment Management

Jun 30, 26

-3.75K

Robinswood Financial LLC

Jun 30, 26

-217

Midwest Capital Advisors, LLC

Jun 30, 26

-2.54K

Adalta Capital Management LLC

Jun 30, 26

-3.00K

KM Capital Management Ltd.

Jun 30, 26

-2.24K

CWM, LLC

1.37M

Mar 31, 26

-283.23K

0.18%

Sandbox Financial Partners, LLC

198.21K

Mar 31, 26

+533

0.03%

Northeast Financial Group, Inc.

150.18K

Mar 31, 26

-30.16K

0.02%

U.S. Capital Wealth Advisors, LLC

86.68K

Mar 31, 26

+8.73K

0.01%

FRG Family Wealth Advisors LLC

80.49K

Mar 31, 26

-4.42K

0.01%

Capstone Wealth Management Group LLC

69.30K

Mar 31, 26

+98

0.01%

Jaffetilchin Investment Partners, LLC

62.00K

Mar 31, 26

+2.58K

0.01%

Fortress Financial Solutions, LLC

58.99K

Mar 31, 26

+3.54K

0.01%

MOSELEY INVESTMENT MANAGEMENT INC

49.90K

Mar 31, 26

+3.58K

0.01%

Cherry Tree Wealth Management, LLC

41.86K

Mar 31, 26

-7.21K

0.01%

SECURITY NATIONAL BANK OF SO DAK

29.89K

Mar 31, 26

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

23.77K

Mar 31, 26

+120

0.00%

TCFG WEALTH MANAGEMENT, LLC

21.92K

Mar 31, 26

+1.00K

0.00%

RoundAngle Advisors LLC

20.16K

Mar 31, 26

-2.03K

0.00%

Jackson Hole Capital Partners, LLC

19.65K

Mar 31, 26

+218

0.00%

Sunbelt Securities, Inc.

19.15K

Mar 31, 26

+925

0.00%

Coordinated Financial Services, Inc.

17.05K

Mar 31, 26

-3.89K

0.00%

Leo Wealth, LLC

13.29K

Mar 31, 26

+57

0.00%

Sterling Manor Financial, LLC

12.33K

Mar 31, 26

+2.26K

0.00%

Financial Gravity Asset Management, Inc.

10.21K

Mar 31, 26

+9.69K

0.00%

Vivaldi Capital Management LP

7.66K

Mar 31, 26

+615

0.00%

JOURNEY STRATEGIC WEALTH LLC

6.51K

Mar 31, 26

0.00%

Talon Private Wealth, LLC

5.32K

Mar 31, 26

+5.32K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

4.75K

Mar 31, 26

+4.75K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

4.53K

Mar 31, 26

+10

0.00%

Stillwater Wealth Management Group

4.17K

Mar 31, 26

+300

0.00%

Skopos Labs, Inc.

3.85K

Mar 31, 26

+3.85K

0.00%

Anfield Capital Management, LLC

3.33K

Mar 31, 26

+922

0.00%

BROWN, LISLE/CUMMINGS, INC.

786

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

483

Mar 31, 26

0.00%

Claris Financial LLC

Mar 31, 26

-3.81K

CIBC Private Wealth Group, LLC

3.08M

Dec 31, 25

-149.28K

0.39%

COMERICA BANK

350.36K

Dec 31, 25

-15.92K

0.04%

FOREFRONT WEALTH MANAGEMENT INC.

182.91K

Dec 31, 25

+12.10K

0.02%

Cadence Bank

157.71K

Dec 31, 25

+27.62K

0.02%

New Millennium Group LLC

85.52K

Dec 31, 25

+85.52K

0.01%

MidWestOne Financial Group, Inc.

66.71K

Dec 31, 25

-15.66K

0.01%

ROVIN CAPITAL /UT/ /ADV

49.29K

Dec 31, 25

+1.29K

0.01%

CIBC WORLD MARKETS CORP

47.92K

Dec 31, 25

+47.92K

0.01%

Edge Financial Advisors LLC

29.11K

Dec 31, 25

+16.50K

0.00%

TUCKER ASSET MANAGEMENT LLC

23.08K

Dec 31, 25

-849

0.00%

Prosperity Wealth Management, Inc.

17.38K

Dec 31, 25

-1.72K

0.00%

FineMark National Bank & Trust

15.48K

Dec 31, 25

+4.88K

0.00%

NICOLET ADVISORY SERVICES, LLC

6.12K

Dec 31, 25

+382

0.00%

AIFG Consultants Ltd.

5.34K

Dec 31, 25

-38.24K

0.00%

ORG Partners LLC

3.82K

Dec 31, 25

+3.82K

0.00%

Litman Gregory Wealth Management LLC

1.12K

Dec 31, 25

+1.12K

0.00%

Running Point Capital Advisors, LLC

276

Dec 31, 25

0.00%

Principia Wealth Advisory, LLC

181

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+93

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

+42

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-867

MGB Wealth Management, LLC

Dec 31, 25

-3.29K

SYNOVUS FINANCIAL CORP

686.62K

Sep 30, 25

+36.35K

0.09%

Apexium Financial, LP

263.64K

Sep 30, 25

+24.45K

0.03%

PINNACLE FINANCIAL PARTNERS INC

218.41K

Sep 30, 25

-4.21K

0.03%

COUNTRY CLUB BANK /GFN

165.89K

Sep 30, 25

+1.32K

0.02%

Masso Torrence Wealth Management Inc.

154.39K

Sep 30, 25

+2.70K

0.02%

GRIES FINANCIAL LLC

132.47K

Sep 30, 25

+52.67K

0.02%

Lowe Wealth Advisors, LLC

114.10K

Sep 30, 25

-1.65K

0.01%

Stonegate Management LLC

94.88K

Sep 30, 25

+94.88K

0.01%

EWG Elevate Inc.

86.77K

Sep 30, 25

+2.93K

0.01%

Bristlecone Advisors, LLC

54.02K

Sep 30, 25

-2.76K

0.01%

MAS Advisors LLC

42.97K

Sep 30, 25

+1.36K

0.01%

Lokken Investment Group LLC

38.88K

Sep 30, 25

+2.74K

0.00%

AllSquare Wealth Management LLC

12.49K

Sep 30, 25

+90

0.00%

Sheets Smith Investment Management

10.32K

Sep 30, 25

+10.32K

0.00%

Fortress Wealth Management, Inc.

10.27K

Sep 30, 25

-269

0.00%

IMS Capital Management

6.77K

Sep 30, 25

-159

0.00%

L.M. KOHN & COMPANY

5.46K

Sep 30, 25

-30

0.00%

Promus Capital, LLC

1.60K

Sep 30, 25

+1.60K

0.00%

OPTIMUM INVESTMENT ADVISORS

1.59K

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

550

Sep 30, 25

0.00%

NAPA WEALTH MANAGEMENT

Sep 30, 25

-7.79K

Lion Street Advisors, LLC

Sep 30, 25

-3.90K

Moloney Securities Asset Management, LLC

Sep 30, 25

-4.86K

Glenmede Investment Management, LP

Sep 30, 25

-830

AVANTAX ADVISORY SERVICES, INC.

1.22M

Jun 30, 25

+26.41K

0.16%

Atria Wealth Solutions, Inc.

507.45K

Jun 30, 25

-853.33K

0.07%

Iron Horse Wealth Management, LLC

312.23K

Jun 30, 25

+11.99K

0.04%

Graypoint LLC

244.23K

Jun 30, 25

-132.24K

0.03%

Congress Wealth Management LLC / DE /

69.79K

Jun 30, 25

+3.52K

0.01%

SCHNIEDERS CAPITAL MANAGEMENT LLC

54.41K

Jun 30, 25

+54.41K

0.01%

Moser Wealth Advisors, LLC

52.30K

Jun 30, 25

-450

0.01%

Tyler-Stone Wealth Management

12.72K

Jun 30, 25

0.00%

Clarity Capital Partners LLC

12.63K

Jun 30, 25

-20.63K

0.00%

Smith Anglin Financial, LLC

6.56K

Jun 30, 25

-127

0.00%

Capital Market Strategies LLC

5.03K

Jun 30, 25

-326

0.00%

Martin Worley Group

4.64K

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

2.22K

Jun 30, 25

+183

0.00%

Semmax Financial Advisors Inc.

1.91K

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

1.09K

Jun 30, 25

+1.09K

0.00%

Centricity Wealth Management, LLC

974

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

565

Jun 30, 25

+565

0.00%

Sandy Spring Bank

770.71K

Mar 31, 25

+35.82K

0.10%

Corrigan Financial, Inc.

544.08K

Mar 31, 25

+89.03K

0.07%

Orion Portfolio Solutions, LLC

361.60K

Mar 31, 25

+91.95K

0.05%

Grant/GrossMendelsohn, LLC

107.33K

Mar 31, 25

-8.62K

0.01%

Monterey Private Wealth, Inc.

70.77K

Mar 31, 25

+15.58K

0.01%

NAPATREE CAPITAL LLC

63.67K

Mar 31, 25

+4.22K

0.01%

Coordinated Financial Services, Inc./CO

28.49K

Mar 31, 25

+28.49K

0.00%

Delta Financial Group, Inc.

23.70K

Mar 31, 25

+2.58K

0.00%

Schechter Investment Advisors, LLC

12.11K

Mar 31, 25

+12.11K

0.00%

Marcum Wealth, LLC

11.58K

Mar 31, 25

-1.09K

0.00%

Transform Wealth, LLC

9.59K

Mar 31, 25

-17.29K

0.00%

Lane & Associates LLC

6.37K

Mar 31, 25

+213

0.00%

Cutter & CO Brokerage, Inc.

5.57K

Mar 31, 25

-3.33K

0.00%

Sheaff Brock Investment Advisors, LLC

4.12K

Mar 31, 25

+4.12K

0.00%

CAROLINAS WEALTH CONSULTING LLC

271

Mar 31, 25

0.00%

HTLF Bank

296.60K

Dec 31, 24

-4.27K

0.04%

TrinityPoint Wealth, LLC

104.38K

Dec 31, 24

+3.58K

0.01%

Executive Wealth Management, LLC

101.66K

Dec 31, 24

+1.59K

0.01%

Tallon Kerry Patrick

30.86K

Dec 31, 24

+30.86K

0.00%

Zions Bancorporation, N.A.

15.00K

Dec 31, 24

+15.00K

0.00%

Bison Wealth, LLC

8.05K

Dec 31, 24

-9.23K

0.00%

Wills Financial Group, Inc.

6.13K

Dec 31, 24

+2.17K

0.00%

Sugarloaf Wealth Management, LLC

5.99K

Dec 31, 24

-1.40K

0.00%

Anchor Pointe Wealth Management, LLC

4.88K

Dec 31, 24

+4.88K

0.00%

RE Dickinson Investment Advisors, LLC

2.38K

Dec 31, 24

+18

0.00%

WR Wealth Planners, LLC

1.88K

Dec 31, 24

0.00%

HBC Financial Services, PLLC

1.71K

Dec 31, 24

+21

0.00%

WINTRUST INVESTMENTS LLC

1.56K

Dec 31, 24

-571

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

605

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

Dec 31, 24

-1.93K

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-115

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-163.22K

Fernwood Investment Management, LLC

Dec 31, 24

-5.48K

Raymond James Financial Services Advisors, Inc.

3.01M

Sep 30, 24

+112.40K

0.39%

RAYMOND JAMES & ASSOCIATES

2.09M

Sep 30, 24

-333.32K

0.27%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

322.62K

Sep 30, 24

+33.49K

0.04%

Halpern Financial, Inc.

242.71K

Sep 30, 24

+22.64K

0.03%

American Planning Services, Inc.

135.96K

Sep 30, 24

-5.28K

0.02%

CIC Wealth, LLC

125.08K

Sep 30, 24

+4.09K

0.02%

Argent Financial Group, Inc.

75.90K

Sep 30, 24

+75.90K

0.01%

RAYMOND JAMES TRUST N.A.

68.74K

Sep 30, 24

-1.76K

0.01%

Bridge Advisory, LLC

36.38K

Sep 30, 24

-537

0.00%

ETFIDEA, LLC

32.65K

Sep 30, 24

-4.38K

0.00%

SpiderRock Advisors, LLC

32.52K

Sep 30, 24

+32.52K

0.00%

Zega Financial, LLC

32.28K

Sep 30, 24

-2.69K

0.00%

Family Asset Management, LLC

20.28K

Sep 30, 24

-779

0.00%

Source Financial Advisors LLC

17.84K

Sep 30, 24

-9.64K

0.00%

Biechele Royce Advisors

10.76K

Sep 30, 24

+445

0.00%

FinTrust Capital Advisors, LLC

9.53K

Sep 30, 24

-1.31K

0.00%

VitalStone Financial, LLC

8.82K

Sep 30, 24

-6.62K

0.00%

BBJS FINANCIAL ADVISORS, LLC

2.43K

Sep 30, 24

0.00%

Planning Capital Management Corp

171

Sep 30, 24

-89

0.00%

All Season Financial Advisors, Inc.

Sep 30, 24

-97.34K

LifePro Asset Management

Sep 30, 24

-5.49K

Relative Value Partners Group, LLC

132.29K

Jun 30, 24

+132.29K

0.02%

ICA Group Wealth Management, LLC

80.91K

Jun 30, 24

+9.70K

0.01%

HoyleCohen, LLC

70.10K

Jun 30, 24

+14.48K

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

53.14K

Jun 30, 24

+1.93K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

41.67K

Jun 30, 24

+5.30K

0.01%

Rain Capital Management, LLC

37.02K

Jun 30, 24

-1.25K

0.00%

Gratus Capital LLC

5.80K

Jun 30, 24

+801

0.00%

Arden Trust Co

4.26K

Jun 30, 24

+293

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

1.57K

Jun 30, 24

0.00%

Private Ocean, LLC

Jun 30, 24

-38

Cetera Advisor Networks LLC

2.14M

Mar 31, 24

+66.40K

0.27%

Cetera Advisors LLC

1.11M

Mar 31, 24

+188.53K

0.14%

CAMBRIDGE TRUST CO

580.91K

Mar 31, 24

-216.39K

0.07%

Derbend Asset Management

244.75K

Mar 31, 24

+34.24K

0.03%

InterOcean Capital Group, LLC

228.30K

Mar 31, 24

+15.57K

0.03%

Connectus Wealth, LLC

227.63K

Mar 31, 24

-16.45K

0.03%

Reitz Capital Advisors LLC

86.03K

Mar 31, 24

0.01%

Eudaimonia Partners, LLC

36.97K

Mar 31, 24

-9.35K

0.00%

Lee Financial Group Hawaii, Inc.

36.67K

Mar 31, 24

+1.90K

0.00%

EUDAIMONIA ADVISORS LLC

21.30K

Mar 31, 24

-9.31K

0.00%

Highlander Capital Management, LLC

13.71K

Mar 31, 24

+785

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

11.76K

Mar 31, 24

-218

0.00%

FirstPurpose Wealth LLC

9.23K

Mar 31, 24

+2.27K

0.00%

Retirement Group, LLC

4.14K

Mar 31, 24

+930

0.00%

Cutler Group LLC / CA

1.10K

Mar 31, 24

+1.10K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

Mar 31, 24

-17.80K

Simplicity Solutions, LLC

81.33K

Dec 31, 23

+6.30K

0.01%

EisnerAmper Wealth Management Corporate Benefits, LLC

79.23K

Dec 31, 23

-93.71K

0.01%

Day & Ennis, LLC

77.31K

Dec 31, 23

+1.36K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

28.19K

Dec 31, 23

+28.19K

0.00%

Rainsberger Wealth Advisors, Inc.

18.71K

Dec 31, 23

-598

0.00%

DFPG INVESTMENTS, LLC

18.50K

Dec 31, 23

+4.75K

0.00%

Baystate Wealth Management LLC

11.84K

Dec 31, 23

-46

0.00%

Curi Wealth Management, LLC

9.09K

Dec 31, 23

-260

0.00%

Cannell & Co.

7.50K

Dec 31, 23

0.00%

Alterity Financial Group, LLC

5.30K

Dec 31, 23

-104

0.00%

Bartlett & Co. LLC

240

Dec 31, 23

+240

0.00%

WEALTHSOURCE PARTNERS, LLC

Dec 31, 23

-12.26K

DUBUQUE BANK & TRUST CO

287.30K

Sep 30, 23

+8.09K

0.04%

ROTHSCHILD INVESTMENT CORP /IL

143.85K

Sep 30, 23

+4.39K

0.02%

Windsor Group LTD

92.50K

Sep 30, 23

+3.34K

0.01%

Truadvice, LLC

76.36K

Sep 30, 23

+21.86K

0.01%

Column Capital Advisors, LLC

26.00K

Sep 30, 23

0.00%

FREEDOM WEALTH ALLIANCE, LLC

20.68K

Sep 30, 23

-301

0.00%

COLONY GROUP LLC

9.37K

Sep 30, 23

-843

0.00%

KCS Wealth Advisory

5.57K

Sep 30, 23

-5.17K

0.00%

Claybrook Capital, LLC

4.58K

Sep 30, 23

0.00%

Antonetti Capital Management LLC

2.41K

Sep 30, 23

0.00%

PFS INVESTMENTS INC.

1.45M

Jun 30, 23

+19.38K

0.19%

Ten Capital Wealth Advisors, LLC

449.85K

Jun 30, 23

-13.10K

0.06%

Financial Architects, Inc

354.12K

Jun 30, 23

+22.56K

0.05%

NEIRG Wealth Management, LLC

288.18K

Jun 30, 23

-53.01K

0.04%

AJ WEALTH STRATEGIES, LLC

45.60K

Jun 30, 23

-787

0.01%

Wealth Enhancement & Preservation of GA, LLC

41.14K

Jun 30, 23

+947

0.01%

First Capital Advisors Group, LLC.

5.91K

Jun 30, 23

+4.63K

0.00%

Kistler-Tiffany Companies, LLC

1.82K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

1.00K

Jun 30, 23

0.00%

PIERSHALE FINANCIAL GROUP, INC.

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-186

VALLEY FINANCIAL MANAGEMENT, INC.

Jun 30, 23

-1.14K

Andesa Financial Management Inc.

85.23K

Mar 31, 23

+47.52K

0.01%

Quantitative Advantage, LLC

22.52K

Mar 31, 23

+6.78K

0.00%

Ahrens Investment Partners LLC

1.98K

Mar 31, 23

+1.98K

0.00%

Laurel Wealth Advisors, Inc.

262.83K

Dec 31, 22

+18.64K

0.03%

HELLMAN JORDAN MANAGEMENT CO INC /MA/

98.94K

Dec 31, 22

+98.94K

0.01%

GOFEN & GLOSSBERG LLC /IL/

47.03K

Dec 31, 22

+47.03K

0.01%

Integrity Advisory, LLC

34.82K

Dec 31, 22

-12.18K

0.00%

F3Logic, LLC

6.62K

Dec 31, 22

-895

0.00%

Gallagher Benefit Services, Inc.

6.62K

Dec 31, 22

+6.62K

0.00%

YorkBridge Wealth Partners, LLC

5.80K

Dec 31, 22

0.00%

S.C. Financial Services, Inc.

4.90K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

864

Dec 31, 22

+322

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

100

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-1.75K

55I, LLC

132.84K

Sep 30, 22

+40.59K

0.02%

American Portfolios Advisors

102.23K

Sep 30, 22

+102.23K

0.01%

Kore Private Wealth LLC

73.25K

Sep 30, 22

-1.51K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

23.23K

Sep 30, 22

+23.23K

0.00%

FourThought Financial, LLC

23.10K

Sep 30, 22

+3.10K

0.00%

INVERNESS COUNSEL LLC /NY/

10.88K

Sep 30, 22

+150

0.00%

Strategic Asset Management, LLC

1.68K

Sep 30, 22

+472

0.00%

ACG Wealth

Sep 30, 22

-1.80K

Frontier Wealth Management LLC

102.53K

Jun 30, 22

+19.07K

0.01%

B. Riley Wealth Management, Inc.

101.24K

Jun 30, 22

+34.90K

0.01%

Minot Wealth Management LLC

Jun 30, 22

-3.31K

Fieldpoint Private Securities, LLC

Jun 30, 22

-1.31K

Ferris Capital, LLC

56.34K

Mar 31, 22

+16.94K

0.01%

KINGS POINT CAPITAL MANAGEMENT

400

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

Crescent Capital Consulting, LLC

36.00K

Dec 31, 21

0.00%

Altavista Wealth Management, Inc.

10.95K

Dec 31, 21

+5.73K

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

4.00K

Dec 31, 21

+4.00K

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-42.24K

New England Investment & Retirement Group, Inc.

108.74K

Sep 30, 21

-1.95K

0.01%

LEVEL FOUR FINANCIAL, LLC

10.03K

Sep 30, 21

+2.58K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

5.63K

Sep 30, 21

+5.63K

0.00%

Ameritas Investment Company, LLC

Sep 30, 21

-2.35K

OLD MISSION CAPITAL, LLC

4.48K

Dec 31, 20

+4.48K

0.00%