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JEPI(JEPI)

JEPI

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-1.55K

MORGAN STANLEY

47.49M

Mar 31, 26

+254.04K

6.01%

BANK OF AMERICA CORP /DE/

31.00M

Mar 31, 26

-822.71K

3.92%

WELLS FARGO & COMPANY/MN

16.36M

Mar 31, 26

-455.99K

2.07%

JPMORGAN CHASE & CO

12.27M

Mar 31, 26

+6.55M

1.55%

ENVESTNET ASSET MANAGEMENT INC

11.17M

Mar 31, 26

+1.27M

1.41%

RAYMOND JAMES FINANCIAL INC

8.55M

Mar 31, 26

+455.17K

1.08%

ROYAL BANK OF CANADA

8.37M

Mar 31, 26

+449.49K

1.06%

LPL Financial LLC

7.22M

Mar 31, 26

+3.05M

0.91%

Nationwide Fund Advisors

6.91M

Mar 31, 26

-179.01K

0.88%

UBS Group AG

6.77M

Mar 31, 26

-406.09K

0.86%

Cetera Investment Advisers

6.08M

Mar 31, 26

+553.01K

0.77%

ADVISOR GROUP HOLDINGS, INC.

5.42M

Mar 31, 26

-274.99K

0.69%

COMMONWEALTH EQUITY SERVICES, LLC

4.36M

Mar 31, 26

+109.23K

0.55%

RiverFront Investment Group, LLC

4.21M

Mar 31, 26

+404.06K

0.53%

JONES FINANCIAL COMPANIES LLLP

3.04M

Mar 31, 26

+517.48K

0.39%

HighTower Advisors, LLC

2.92M

Mar 31, 26

+39.69K

0.37%

STIFEL FINANCIAL CORP

2.82M

Mar 31, 26

-7.64K

0.36%

Janney Montgomery Scott LLC

2.80M

Mar 31, 26

+107.68K

0.35%

MML INVESTORS SERVICES, LLC

2.74M

Mar 31, 26

-321.77K

0.35%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.64M

Mar 31, 26

-364.06K

0.33%

Confluence Wealth Services, Inc.

2.36M

Mar 31, 26

+241.80K

0.30%

Equitable Holdings, Inc.

2.14M

Mar 31, 26

+290.67K

0.27%

Bank of New York Mellon Corp

2.05M

Mar 31, 26

-85.00K

0.26%

Cornerstone Advisory, LLC

2.03M

Mar 31, 26

+68.59K

0.26%

PNC FINANCIAL SERVICES GROUP, INC.

1.93M

Mar 31, 26

+278.87K

0.24%

Kestra Advisory Services, LLC

1.84M

Mar 31, 26

-140.91K

0.23%

Cambridge Investment Research Advisors, Inc.

1.78M

Mar 31, 26

-115.59K

0.23%

Rockefeller Capital Management L.P.

1.71M

Mar 31, 26

-41.77K

0.22%

FIRST FOUNDATION ADVISORS

1.58M

Mar 31, 26

+65.00K

0.20%

CAPITAL ADVISORS INC/OK

1.54M

Mar 31, 26

+438.08K

0.20%

Enstar Group LTD

1.54M

Mar 31, 26

0.19%

FAS Wealth Partners, Inc.

1.53M

Mar 31, 26

-22.47K

0.19%

Hamilton Capital, LLC

1.42M

Mar 31, 26

+75.59K

0.18%

Prosperity Consulting Group, LLC

1.37M

Mar 31, 26

+90.88K

0.17%

CWM, LLC

1.37M

Mar 31, 26

-283.23K

0.17%

Allworth Financial LP

1.29M

Mar 31, 26

+67.06K

0.16%

Atlantic Union Bankshares Corp

1.28M

Mar 31, 26

+262.70K

0.16%

Clearstead Advisors, LLC

1.24M

Mar 31, 26

-65.20K

0.16%

Colony Group, LLC

1.09M

Mar 31, 26

+73.55K

0.14%

Steward Partners Investment Advisory, LLC

1.04M

Mar 31, 26

+28.71K

0.13%

FRANKLIN RESOURCES INC

1.01M

Mar 31, 26

+10.02K

0.13%

TRUIST FINANCIAL CORP

994.38K

Mar 31, 26

+34.89K

0.13%

Traynor Capital Management, Inc.

993.02K

Mar 31, 26

+55.99K

0.13%

CARY STREET PARTNERS FINANCIAL LLC

975.19K

Mar 31, 26

+46.73K

0.12%

Foguth Wealth Management, LLC.

919.52K

Mar 31, 26

+722.49K

0.12%

Brookstone Capital Management

902.43K

Mar 31, 26

+42.51K

0.11%

TCG Advisory Services, LLC

836.28K

Mar 31, 26

+111.04K

0.11%

NOTTINGHAM ADVISORS, INC.

816.88K

Mar 31, 26

+144.97K

0.10%

Apollon Wealth Management, LLC

804.51K

Mar 31, 26

+61.42K

0.10%

NewEdge Advisors, LLC

778.36K

Mar 31, 26

+96.86K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

769.46K

Mar 31, 26

-604.37K

0.10%

Kathmere Capital Management, LLC

755.97K

Mar 31, 26

+23.59K

0.10%

Baird Financial Group, Inc.

729.91K

Mar 31, 26

-279.42K

0.09%

Oakworth Capital, Inc.

726.57K

Mar 31, 26

+13.41K

0.09%

PINNACLE ASSOCIATES LTD

717.53K

Mar 31, 26

+36.27K

0.09%

Beacon Pointe Advisors, LLC

709.42K

Mar 31, 26

+233.58K

0.09%

MAI Capital Management

684.46K

Mar 31, 26

+37.02K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

659.63K

Mar 31, 26

+17.31K

0.08%

Lebenthal Global Advisors, LLC

646.49K

Mar 31, 26

-119.20K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

644.71K

Mar 31, 26

-12.80K

0.08%

First Financial Bank - Trust Division

636.73K

Mar 31, 26

+31.26K

0.08%

Mariner, LLC

609.01K

Mar 31, 26

+111.48K

0.08%

STEPHENS INC /AR/

608.10K

Mar 31, 26

-11.76K

0.08%

Arkadios Wealth Advisors

606.35K

Mar 31, 26

+482.64K

0.08%

Coastal Bridge Advisors, LLC

596.39K

Mar 31, 26

-7.88K

0.08%

Cerity Partners LLC

547.52K

Mar 31, 26

+77.53K

0.07%

Waverly Advisors, LLC

544.85K

Mar 31, 26

+192.35K

0.07%

Capital Investment Advisors, LLC

541.22K

Mar 31, 26

-54.41K

0.07%

Integrated Wealth Concepts LLC

534.30K

Mar 31, 26

+183.83K

0.07%

RATIONAL ADVISORS LLC

534.01K

Mar 31, 26

+54.56K

0.07%

CORNERSTONE ENTERPRISES, LLC

533.90K

Mar 31, 26

-9.02K

0.07%

Sterling Investment Counsel, LLC

532.36K

Mar 31, 26

+46.26K

0.07%

Bouchey Financial Group Ltd

529.38K

Mar 31, 26

+12.37K

0.07%

J.W. COLE ADVISORS, INC.

524.98K

Mar 31, 26

+18.02K

0.07%

BOKF, NA

502.82K

Mar 31, 26

+15.38K

0.06%

Prime Capital Investment Advisors, LLC

500.27K

Mar 31, 26

+312.02K

0.06%

Horizon Advisory Services, Inc.

495.13K

Mar 31, 26

+8.89K

0.06%

Sanctuary Advisors, LLC

485.57K

Mar 31, 26

-18.35K

0.06%

CITIGROUP INC

475.32K

Mar 31, 26

+55.92K

0.06%

Midwest Trust Co

471.55K

Mar 31, 26

+38.27K

0.06%

DAVENPORT & Co LLC

468.74K

Mar 31, 26

+17.83K

0.06%

Aptus Capital Advisors, LLC

464.69K

Mar 31, 26

-1.35K

0.06%

Wagner Wealth Management, LLC

464.14K

Mar 31, 26

+14.86K

0.06%

Lido Advisors, LLC

463.45K

Mar 31, 26

+60.27K

0.06%

Prospera Financial Services Inc

459.67K

Mar 31, 26

+4.59K

0.06%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

456.64K

Mar 31, 26

-270.40K

0.06%

Mount Yale Investment Advisors, LLC

434.98K

Mar 31, 26

+401.31K

0.06%

ORRSTOWN FINANCIAL SERVICES INC

432.99K

Mar 31, 26

+20.71K

0.05%

HBW Advisory Services LLC

432.89K

Mar 31, 26

-27.61K

0.05%

Vestmark Advisory Solutions, Inc.

432.46K

Mar 31, 26

+393.84K

0.05%

Wealthcare Advisory Partners LLC

417.80K

Mar 31, 26

+133.96K

0.05%

FUKOKU MUTUAL LIFE INSURANCE Co

415.00K

Mar 31, 26

0.05%

Pinnacle Wealth Management Advisory Group, LLC

411.92K

Mar 31, 26

+29.97K

0.05%

PRINCIPAL SECURITIES, INC.

411.37K

Mar 31, 26

-115.46K

0.05%

Curran Financial Partners, LLC

405.58K

Mar 31, 26

+35.92K

0.05%

Melia Wealth LLC

403.02K

Mar 31, 26

+12.05K

0.05%

Avantax Planning Partners, Inc.

395.35K

Mar 31, 26

+9.79K

0.05%

CHOREO, LLC

394.35K

Mar 31, 26

+106.41K

0.05%

Hilton Capital Management, LLC

391.40K

Mar 31, 26

+203.33K

0.05%

CAPTRUST FINANCIAL ADVISORS

387.23K

Mar 31, 26

+42.07K

0.05%

Global Wealth Management Investment Advisory, Inc.

386.82K

Mar 31, 26

+15.20K

0.05%

TigerOak Management, L.L.C.

382.96K

Mar 31, 26

+4.60K

0.05%

Apella Capital, LLC

382.57K

Mar 31, 26

+34.69K

0.05%

Chicago Partners Investment Group LLC

372.95K

Mar 31, 26

+10.30K

0.05%

Rezny Wealth Management, Inc.

364.54K

Mar 31, 26

0.05%

GREAT VALLEY ADVISOR GROUP, INC.

355.89K

Mar 31, 26

+262.44K

0.05%

Beacon Financial Advisory LLC

352.95K

Mar 31, 26

-4.44K

0.04%

ROTHSCHILD INVESTMENT LLC

349.63K

Mar 31, 26

+15.70K

0.04%

FIFTH THIRD BANCORP

347.69K

Mar 31, 26

+325.63K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

345.82K

Mar 31, 26

-198.29K

0.04%

Cooper Financial Group

341.42K

Mar 31, 26

-93.49K

0.04%

EP Wealth Advisors, LLC

322.19K

Mar 31, 26

-782

0.04%

AdvisorNet Financial, Inc

321.99K

Mar 31, 26

+36.93K

0.04%

Farther Finance Advisors, LLC

321.50K

Mar 31, 26

-16.49K

0.04%

HUNTINGTON NATIONAL BANK

319.71K

Mar 31, 26

+203.28K

0.04%

HARBOUR INVESTMENTS, INC.

319.06K

Mar 31, 26

+78.51K

0.04%

Patriot Financial Group Insurance Agency, LLC

314.12K

Mar 31, 26

+156.48K

0.04%

Advisory Services Network, LLC

313.71K

Mar 31, 26

+26.29K

0.04%

OPPENHEIMER & CO INC

310.87K

Mar 31, 26

+5.29K

0.04%

Steele Capital Management, Inc.

308.90K

Mar 31, 26

+3.94K

0.04%

TOBIAS FINANCIAL ADVISORS, INC.

305.68K

Mar 31, 26

+16.42K

0.04%

AE Wealth Management LLC

304.73K

Mar 31, 26

+61.00K

0.04%

Bernardo Wealth Planning LLC

304.68K

Mar 31, 26

-19.54K

0.04%

THOROUGHBRED FINANCIAL SERVICES, LLC

303.19K

Mar 31, 26

+3.89K

0.04%

Americana Partners, LLC

302.29K

Mar 31, 26

-10

0.04%

MGO ONE SEVEN LLC

294.89K

Mar 31, 26

+797

0.04%

Capital Investment Advisory Services, LLC

294.42K

Mar 31, 26

+68.71K

0.04%

Columbus Macro, LLC

293.64K

Mar 31, 26

+14.26K

0.04%

Requisite Capital Management, LLC

293.01K

Mar 31, 26

+39.84K

0.04%

Cresset Asset Management, LLC

291.03K

Mar 31, 26

+9.10K

0.04%

Brinker Capital Investments, LLC

289.84K

Mar 31, 26

-139.41K

0.04%

1 NORTH WEALTH SERVICES LLC

287.46K

Mar 31, 26

+3.17K

0.04%

SFMG, LLC

286.48K

Mar 31, 26

-9.36K

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

285.55K

Mar 31, 26

+19.46K

0.04%

BLAIR WILLIAM & CO/IL

283.65K

Mar 31, 26

+46.44K

0.04%

Creative Planning

280.54K

Mar 31, 26

+47.82K

0.04%

FAGAN ASSOCIATES, INC.

280.26K

Mar 31, 26

-1.32K

0.04%

St. Clair Advisors, LLC

279.65K

Mar 31, 26

+15.35K

0.04%

D.A. DAVIDSON & CO.

277.85K

Mar 31, 26

+20.76K

0.04%

ADVISORS MANAGEMENT GROUP INC /ADV

277.37K

Mar 31, 26

-17.20K

0.04%

PATTEN & PATTEN INC/TN

276.07K

Mar 31, 26

-26.63K

0.03%

MCIA Inc

273.85K

Mar 31, 26

-26.36K

0.03%

Fundamentum, LLC

273.29K

Mar 31, 26

-87.77K

0.03%

Wealthfront Advisers LLC

267.42K

Mar 31, 26

+63.13K

0.03%

Tradition Wealth Management, LLC

266.79K

Mar 31, 26

-2.70K

0.03%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

264.28K

Mar 31, 26

-39.37K

0.03%

SBI Securities Co., Ltd.

259.26K

Mar 31, 26

+8.77K

0.03%

APPLETON PARTNERS INC/MA

258.79K

Mar 31, 26

-4.92K

0.03%

ARROW FINANCIAL CORP

256.06K

Mar 31, 26

+60.77K

0.03%

Mechanics Bank Trust Department

254.77K

Mar 31, 26

-3.80K

0.03%

Private Advisor Group, LLC

253.73K

Mar 31, 26

+149.87K

0.03%

Matthew Goff Investment Advisor, LLC

252.74K

Mar 31, 26

+252.74K

0.03%

Magnus Financial Group LLC

252.10K

Mar 31, 26

-3.25K

0.03%

Pensionmark Financial Group, LLC

248.88K

Mar 31, 26

+12.28K

0.03%

Signature Wealth Management Partners, LLC

248.06K

Mar 31, 26

+368

0.03%

Geneos Wealth Management Inc.

247.32K

Mar 31, 26

+29.02K

0.03%

Curtis Advisory Group, LLC

247.10K

Mar 31, 26

-867

0.03%

Kingsview Wealth Management, LLC

245.61K

Mar 31, 26

+11.73K

0.03%

Allen Capital Group, LLC

244.81K

Mar 31, 26

+6.64K

0.03%

RETIREMENT PLANNING GROUP, LLC / NY

244.29K

Mar 31, 26

+14.04K

0.03%

Financial Futures Ltd Liability Co.

244.08K

Mar 31, 26

+28.88K

0.03%

Larson Financial Group LLC

243.93K

Mar 31, 26

+19.45K

0.03%

Fermata Advisors, LLC

243.76K

Mar 31, 26

+13.13K

0.03%

Prentice Wealth Management LLC

241.69K

Mar 31, 26

-9.66K

0.03%

Summit Financial, LLC

239.86K

Mar 31, 26

+45.97K

0.03%

Mosley Wealth Management

237.90K

Mar 31, 26

+2.05K

0.03%

Trinity Legacy Partners, LLC

236.77K

Mar 31, 26

+1.32K

0.03%

Dynamic Advisor Solutions LLC

233.96K

Mar 31, 26

+82.07K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

229.37K

Mar 31, 26

-3.34K

0.03%

CreativeOne Wealth, LLC

225.10K

Mar 31, 26

+9.68K

0.03%

Financial Guidance Group, Inc.

224.81K

Mar 31, 26

+3.65K

0.03%

Community Bank, N.A.

224.78K

Mar 31, 26

+47.53K

0.03%

SageGuard Financial Group, LLC

224.23K

Mar 31, 26

-74.22K

0.03%

WESTWOOD HOLDINGS GROUP INC

221.12K

Mar 31, 26

-18.84K

0.03%

IVC Wealth Advisors LLC

219.53K

Mar 31, 26

+16.69K

0.03%

First National Advisers, LLC

211.67K

Mar 31, 26

-3.60K

0.03%

UMB Bank, n.a.

210.95K

Mar 31, 26

-16.72K

0.03%

Capital Analysts, LLC

209.10K

Mar 31, 26

+21.20K

0.03%

WEDBUSH SECURITIES INC

208.66K

Mar 31, 26

+25.37K

0.03%

COURIER CAPITAL LLC

203.07K

Mar 31, 26

-16.08K

0.03%

Belpointe Asset Management LLC

198.58K

Mar 31, 26

+33.67K

0.03%

Sandbox Financial Partners, LLC

198.21K

Mar 31, 26

+533

0.03%

NFP Retirement, Inc.

196.81K

Mar 31, 26

+8.38K

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

196.21K

Mar 31, 26

-6.57K

0.02%

SRS Capital Advisors, Inc.

195.87K

Mar 31, 26

+188.91K

0.02%

MCF Advisors LLC

195.13K

Mar 31, 26

+195.13K

0.02%

POWER WEALTH MANAGEMENT LLC

194.26K

Mar 31, 26

+5.16K

0.02%

Cassia Capital Partners, LLC

190.46K

Mar 31, 26

-15.38K

0.02%

Argent Trust Co

190.07K

Mar 31, 26

+4.45K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

187.93K

Mar 31, 26

+1.20K

0.02%

ADG Wealth Management Group, LLC

186.54K

Mar 31, 26

+13.53K

0.02%

FIRST HAWAIIAN BANK

185.29K

Mar 31, 26

+962

0.02%

F/M Investments LLC

182.82K

Mar 31, 26

-345

0.02%

Rooted Wealth Advisors, Inc.

181.45K

Mar 31, 26

-44.99K

0.02%

Cambridge Advisors Inc.

180.98K

Mar 31, 26

-1.45K

0.02%

FLOYD FINANCIAL GROUP LLC

179.06K

Mar 31, 26

+11.74K

0.02%

Perkins Coie Trust Co

178.84K

Mar 31, 26

+15.72K

0.02%

Merit Financial Group, LLC

177.08K

Mar 31, 26

-3.90K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

176.40K

Mar 31, 26

-18.76K

0.02%

TD Waterhouse Canada Inc.

176.24K

Mar 31, 26

+129.67K

0.02%

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

174.69K

Mar 31, 26

-40.00K

0.02%

FIDUCIARY FAMILY OFFICE, LLC

173.78K

Mar 31, 26

-10.55K

0.02%

Koshinski Asset Management, Inc.

172.00K

Mar 31, 26

+17.71K

0.02%

Edgemoor Investment Advisors, Inc.

170.93K

Mar 31, 26

+9.48K

0.02%

Global Assets Advisory, LLC

169.13K

Mar 31, 26

+37.65K

0.02%

CENTRAL TRUST Co

167.68K

Mar 31, 26

-15.26K

0.02%

MBA Advisors LLC

167.53K

Mar 31, 26

+18.11K

0.02%

Montis Financial, LLC

167.00K

Mar 31, 26

+14.13K

0.02%

Independent Advisor Alliance

165.30K

Mar 31, 26

+141.34K

0.02%

Concurrent Investment Advisors, LLC

164.10K

Mar 31, 26

+2.83K

0.02%

High Net Worth Advisory Group LLC

163.90K

Mar 31, 26

-2.40K

0.02%

FIRST NATIONAL BANK OF OMAHA

162.33K

Mar 31, 26

-2.27K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

161.50K

Mar 31, 26

-26.81K

0.02%

Krilogy Financial LLC

160.65K

Mar 31, 26

+1.66K

0.02%

Cascade Wealth Advisors, Inc

159.52K

Mar 31, 26

-12.83K

0.02%

Visionary Wealth Advisors

159.21K

Mar 31, 26

-33.46K

0.02%

NATIXIS ADVISORS, L.P.

158.08K

Mar 31, 26

+63.54K

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

158.04K

Mar 31, 26

+20.53K

0.02%

Scott Capital Advisors, LLC

157.90K

Mar 31, 26

+11.09K

0.02%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

157.42K

Mar 31, 26

+30.97K

0.02%

Savant Capital, LLC

155.77K

Mar 31, 26

-99.05K

0.02%

Pacific Center for Financial Services

154.67K

Mar 31, 26

-5.66K

0.02%

CVA Family Office, LLC

152.73K

Mar 31, 26

-22.08K

0.02%

Mayfair Advisory Group, LLC

150.84K

Mar 31, 26

-11.16K

0.02%

Northeast Financial Group, Inc.

150.18K

Mar 31, 26

-30.16K

0.02%

FIFTH THIRD SECURITIES, INC.

149.66K

Mar 31, 26

+17.15K

0.02%

Fairway Wealth LLC

149.55K

Mar 31, 26

+911

0.02%

NWF Advisory Services Inc.

149.28K

Mar 31, 26

+55

0.02%

Stonebridge Financial Group, LLC

148.99K

Mar 31, 26

+21.05K

0.02%

Snowden Capital Advisors LLC

148.28K

Mar 31, 26

-204

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

148.00K

Mar 31, 26

-616

0.02%

Bouvel Investment Partners, LLC

147.03K

Mar 31, 26

+1.45K

0.02%

Turn8 Private Wealth Inc.

145.45K

Mar 31, 26

+26.29K

0.02%

NCM Capital Management, LLC

144.61K

Mar 31, 26

+856

0.02%

Valmark Advisers, Inc.

144.44K

Mar 31, 26

+81.70K

0.02%

Sigma Planning Corp

144.28K

Mar 31, 26

-7.46K

0.02%

CFO4Life Group, LLC

143.65K

Mar 31, 26

+118

0.02%

Sterling Investment Advisors, Ltd.

141.98K

Mar 31, 26

+10.55K

0.02%

Decker Retirement Planning Inc.

141.51K

Mar 31, 26

+58.23K

0.02%

DeDora Capital, Inc.

141.48K

Mar 31, 26

+5.78K

0.02%

ASSETMARK, INC

138.78K

Mar 31, 26

+19.26K

0.02%

Mutual Advisors, LLC

137.99K

Mar 31, 26

+5.72K

0.02%

SeaCrest Wealth Management, LLC

137.32K

Mar 31, 26

-156

0.02%

PFG Investments, LLC

136.65K

Mar 31, 26

-1.23K

0.02%

Intrepid Financial Planning Group LLC

136.48K

Mar 31, 26

-2.20K

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

136.43K

Mar 31, 26

+13.25K

0.02%

Madrona Financial Services, LLC

134.60K

Mar 31, 26

+52.11K

0.02%

CENTAURUS FINANCIAL, INC.

134.24K

Mar 31, 26

-699

0.02%

EverSource Wealth Advisors, LLC

133.42K

Mar 31, 26

-23.95K

0.02%

Garden State Investment Advisory Services LLC

133.39K

Mar 31, 26

+416

0.02%

Financial Alternatives, Inc

133.18K

Mar 31, 26

+3.95K

0.02%

Strategic Wealth Partners, Ltd.

132.82K

Mar 31, 26

+11.10K

0.02%

Aprio Wealth Management, LLC

132.33K

Mar 31, 26

+8.13K

0.02%

Stelac Advisory Services LLC

131.95K

Mar 31, 26

+93.83K

0.02%

MILESTONE ASSET MANAGEMENT, LLC

131.02K

Mar 31, 26

+4.51K

0.02%

Buckingham Strategic Partners

130.86K

Mar 31, 26

+130.86K

0.02%

Smartleaf Asset Management LLC

130.73K

Mar 31, 26

+35.50K

0.02%

Capital Advisors Wealth Management, LLC

130.58K

Mar 31, 26

+8.79K

0.02%

Moors & Cabot, Inc.

130.56K

Mar 31, 26

-1.94K

0.02%

StrongBox Wealth, LLC

130.37K

Mar 31, 26

-1.37K

0.02%

Sulzberger Capital Advisors, Inc.

130.26K

Mar 31, 26

+59.19K

0.02%

Clearstead Trust, LLC

130.16K

Mar 31, 26

+1.55K

0.02%

New England Private Wealth Advisors LLC

127.26K

Mar 31, 26

-2.15K

0.02%

CHILDRESS CAPITAL ADVISORS, LLC

127.10K

Mar 31, 26

-2.18K

0.02%

Summit Financial Wealth Advisors, LLC

126.52K

Mar 31, 26

+17.39K

0.02%

CI Private Wealth, LLC

123.56K

Mar 31, 26

-20.19K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

120.69K

Mar 31, 26

+60.65K

0.02%

LAKE STREET FINANCIAL LLC

120.62K

Mar 31, 26

+1.83K

0.02%

MONEY CONCEPTS CAPITAL CORP

120.25K

Mar 31, 26

+39.70K

0.02%

Leelyn Smith, LLC

120.17K

Mar 31, 26

+98.13K

0.02%

Community Financial Services Group, LLC

117.61K

Mar 31, 26

+3.21K

0.01%

LeClair Wealth Partners LLC

117.11K

Mar 31, 26

+117.11K

0.01%

KMG FIDUCIARY PARTNERS, LLC

116.74K

Mar 31, 26

+4.07K

0.01%

L2 Asset Management, LLC

115.48K

Mar 31, 26

+93.01K

0.01%

Selective Wealth Management, Inc.

111.10K

Mar 31, 26

-5.09K

0.01%

RFG Advisory, LLC

110.77K

Mar 31, 26

+38.64K

0.01%

Spire Wealth Management

110.17K

Mar 31, 26

+2.46K

0.01%

NICOLET BANKSHARES INC

110.13K

Mar 31, 26

+101.50K

0.01%

CIBC WORLD MARKET INC.

110.01K

Mar 31, 26

+27.06K

0.01%

Southeast Asset Advisors Inc.

109.73K

Mar 31, 26

+1.58K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

109.53K

Mar 31, 26

+4.16K

0.01%

IHT Wealth Management, LLC

109.40K

Mar 31, 26

+74.62K

0.01%

Gotham Asset Management, LLC

109.12K

Mar 31, 26

+19.07K

0.01%

BANK OF MONTREAL /CAN/

108.45K

Mar 31, 26

+2.97K

0.01%

Stratos Wealth Partners, LTD.

108.41K

Mar 31, 26

+24.51K

0.01%

SMART Wealth LLC

108.33K

Mar 31, 26

-551

0.01%

WNY Asset Management, LLC

108.29K

Mar 31, 26

+108.29K

0.01%

Investment Partners Asset Management, Inc.

108.27K

Mar 31, 26

+3.28K

0.01%

KFG WEALTH MANAGEMENT, LLC

107.24K

Mar 31, 26

+17.56K

0.01%

Continuum Advisory, LLC

107.11K

Mar 31, 26

-2.44K

0.01%

Foundations Investment Advisors, LLC

106.67K

Mar 31, 26

+20.88K

0.01%

Vivid Wealth Management, LLC

106.59K

Mar 31, 26

+154

0.01%

Thrive Capital Management, LLC

105.99K

Mar 31, 26

+29.79K

0.01%

Perissos Private Wealth Management, LLC

105.59K

Mar 31, 26

-1.96K

0.01%

Intrua Financial, LLC

105.55K

Mar 31, 26

+87.28K

0.01%

Brady Martz Wealth Solutions, LLC

105.12K

Mar 31, 26

-31.26K

0.01%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

104.65K

Mar 31, 26

+3.34K

0.01%

CAHILL FINANCIAL ADVISORS INC

104.52K

Mar 31, 26

+4.81K

0.01%

Campbell Deegan Wealth Management, LLC

103.42K

Mar 31, 26

+5.20K

0.01%

Saxony Capital Management, LLC

102.98K

Mar 31, 26

+16.16K

0.01%

BEAM WEALTH ADVISORS, INC.

101.69K

Mar 31, 26

+39.29K

0.01%

Centurion Wealth Management LLC

100.95K

Mar 31, 26

-166.54K

0.01%

Safe Harbor Fiduciary, LLC

100.79K

Mar 31, 26

+1.43K

0.01%

Eagle Bluffs Wealth Management LLC

100.48K

Mar 31, 26

+644

0.01%

PENNEY FINANCIAL, LLC

99.62K

Mar 31, 26

+1.83K

0.01%

AMERIPRISE FINANCIAL INC

98.93K

Mar 31, 26

+27.12K

0.01%

Wick Capital Partners, LLC

98.47K

Mar 31, 26

+12.77K

0.01%

Focused Wealth Management, Inc

98.11K

Mar 31, 26

-1.07K

0.01%

Ausdal Financial Partners, Inc.

97.97K

Mar 31, 26

+9.93K

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

97.92K

Mar 31, 26

+21.78K

0.01%

Alliance Wealth Advisors, LLC /UT

97.88K

Mar 31, 26

+44.33K

0.01%

Allred Capital Management, LLC

97.56K

Mar 31, 26

+3.00K

0.01%

VeraBank, N.A.

97.48K

Mar 31, 26

-5.59K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

97.45K

Mar 31, 26

+35.81K

0.01%

IMC-Chicago, LLC

97.35K

Mar 31, 26

+97.35K

0.01%

Principle Wealth Partners LLC

97.11K

Mar 31, 26

+1.85K

0.01%

Western Wealth Management, LLC

96.68K

Mar 31, 26

+96.68K

0.01%

WINCAP FINANCIAL LLC

94.77K

Mar 31, 26

+6.59K

0.01%

Boston Partners

94.53K

Mar 31, 26

+9.72K

0.01%

NORTHERN TRUST CORP

92.72K

Mar 31, 26

+71.44K

0.01%

DAYMARK WEALTH PARTNERS, LLC

92.24K

Mar 31, 26

-22.94K

0.01%

O'ROURKE & COMPANY, Inc

92.07K

Mar 31, 26

+4.61K

0.01%

Asset Allocation Strategies LLC

91.39K

Mar 31, 26

+827

0.01%

Merkkuri Wealth Advisors LLC

89.88K

Mar 31, 26

+462

0.01%

Peregrine Asset Advisers, Inc.

89.55K

Mar 31, 26

-1.69K

0.01%

N.E.W. Advisory Services LLC

88.57K

Mar 31, 26

+3.52K

0.01%

Ulland Investment Advisors, LLC

88.33K

Mar 31, 26

-1.21K

0.01%

Whalen Wealth Management Inc.

88.31K

Mar 31, 26

+23.26K

0.01%

LifeWealth Investments, LLC

87.81K

Mar 31, 26

+7.75K

0.01%

FLAGSTAR ADVISORS INC.

87.25K

Mar 31, 26

-350

0.01%

Perigon Wealth Management, LLC

87.14K

Mar 31, 26

-4.24K

0.01%

TBH Global Asset Management, LLC

87.01K

Mar 31, 26

+87.01K

0.01%

U.S. Capital Wealth Advisors, LLC

86.68K

Mar 31, 26

+8.73K

0.01%

Blue Rock Wealth Management LLC

86.10K

Mar 31, 26

+4.67K

0.01%

Essex Financial Services, Inc.

86.03K

Mar 31, 26

+9.72K

0.01%

Claro Advisors LLC

85.46K

Mar 31, 26

+2.89K

0.01%

Envestnet Portfolio Solutions, Inc.

85.11K

Mar 31, 26

-62.44K

0.01%

Snider Financial Group

82.89K

Mar 31, 26

+4.51K

0.01%

KENNEDY INVESTMENT GROUP

82.36K

Mar 31, 26

+393

0.01%

Summit Wealth Partners, LLC

82.30K

Mar 31, 26

+1.63K

0.01%

AlphaCore Capital LLC

81.45K

Mar 31, 26

+4.36K

0.01%

21 West Wealth Management LLC

81.41K

Mar 31, 26

-4.79K

0.01%

Resources Investment Advisors, LLC.

81.15K

Mar 31, 26

+45.94K

0.01%

Sowell Financial Services LLC

80.79K

Mar 31, 26

+10.19K

0.01%

WEALTHSPAN PARTNERS, LLC

80.65K

Mar 31, 26

+3.67K

0.01%

BG Investment Services, Inc.

80.63K

Mar 31, 26

+39.68K

0.01%

Onyx Bridge Wealth Group LLC

80.52K

Mar 31, 26

+3.31K

0.01%

FRG Family Wealth Advisors LLC

80.49K

Mar 31, 26

-4.42K

0.01%

4WEALTH ADVISORS, INC.

79.55K

Mar 31, 26

+1.66K

0.01%

RETIREMENT GUYS FORMULA LLC

79.46K

Mar 31, 26

+4.29K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

79.44K

Mar 31, 26

+2.88K

0.01%

Inspire Advisors, LLC

79.35K

Mar 31, 26

+11.42K

0.01%

LOWERY THOMAS, LLC

79.18K

Mar 31, 26

+2.53K

0.01%

BENJAMIN EDWARDS INC

78.93K

Mar 31, 26

-19.65K

0.01%

Patten Group, Inc.

77.79K

Mar 31, 26

+4.73K

0.01%

RDA Financial Network

77.56K

Mar 31, 26

-32

0.01%

Joseph P. Lucia & Associates, LLC

77.42K

Mar 31, 26

+627

0.01%

IFP Advisors, Inc

77.26K

Mar 31, 26

+388

0.01%

Windsor Capital Management, LLC

76.66K

Mar 31, 26

+901

0.01%

Kingstone Capital Partners Texas, LLC

76.55K

Mar 31, 26

+13.35K

0.01%

Trajan Wealth LLC

76.46K

Mar 31, 26

+3.45K

0.01%

CALTON & ASSOCIATES, INC.

76.18K

Mar 31, 26

+76.18K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

75.66K

Mar 31, 26

-689

0.01%

NewEdge Wealth, LLC

75.22K

Mar 31, 26

+7.78K

0.01%

AlphaStar Capital Management, LLC

74.88K

Mar 31, 26

+4.73K

0.01%

FourThought Financial Partners, LLC

74.56K

Mar 31, 26

+328

0.01%

EVERMAY WEALTH MANAGEMENT LLC

74.05K

Mar 31, 26

-1.42K

0.01%

Semus Wealth Partners LLC

73.93K

Mar 31, 26

+1.64K

0.01%

Modern Wealth Management, LLC

73.32K

Mar 31, 26

-6.71K

0.01%

Grantvest Financial Group LLC

73.19K

Mar 31, 26

+11.79K

0.01%

Baker Avenue Asset Management, LP

72.61K

Mar 31, 26

+1.70K

0.01%

J HAGAN CAPITAL, INC.

72.16K

Mar 31, 26

-3.18K

0.01%

M.E. ALLISON & CO., INC.

71.20K

Mar 31, 26

+7.63K

0.01%

Quantinno Capital Management LP

70.01K

Mar 31, 26

+8.32K

0.01%

Fairway Financial, LLC

69.97K

Mar 31, 26

+1.32K

0.01%

Soltis Investment Advisors LLC

69.95K

Mar 31, 26

-7.98K

0.01%

MARINO, STRAM & ASSOCIATES LLC

69.74K

Mar 31, 26

+2.39K

0.01%

Slagle Financial, LLC

69.53K

Mar 31, 26

+15.08K

0.01%

Weinberger Asset Management, Inc

69.52K

Mar 31, 26

-121

0.01%

Security National Bank

69.47K

Mar 31, 26

+3.29K

0.01%

Capstone Wealth Management Group LLC

69.30K

Mar 31, 26

+98

0.01%

Teamwork Financial Advisors, LLC

68.98K

Mar 31, 26

-29.73K

0.01%

Focus Financial Network, Inc.

68.57K

Mar 31, 26

-4.38K

0.01%

PARK AVENUE SECURITIES LLC

68.53K

Mar 31, 26

+10.80K

0.01%

JSF Financial, LLC

68.18K

Mar 31, 26

+23.92K

0.01%

Wealthspire Advisors, LLC

67.63K

Mar 31, 26

+41.15K

0.01%

Parallel Advisors, LLC

67.59K

Mar 31, 26

+9.41K

0.01%

Empire Financial Management Company, LLC

67.22K

Mar 31, 26

-1.30K

0.01%

Atria Investments, Inc

66.37K

Mar 31, 26

-16.91K

0.01%

Newbridge Financial Services Group, Inc.

66.09K

Mar 31, 26

+67

0.01%

Crescent Grove Advisors, LLC

66.03K

Mar 31, 26

+51.23K

0.01%

Kovack Advisors, Inc.

65.90K

Mar 31, 26

+700

0.01%

SAX WEALTH ADVISORS, LLC

65.89K

Mar 31, 26

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

65.57K

Mar 31, 26

-1.45K

0.01%

RPg Family Wealth Advisory, LLC

65.40K

Mar 31, 26

+451

0.01%

PRIVATE CLIENT SERVICES, LLC

65.36K

Mar 31, 26

+1.04K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

65.36K

Mar 31, 26

+10.26K

0.01%

Vienna Asset Management LLC

65.35K

Mar 31, 26

+9.04K

0.01%

FORVIS Wealth Advisors, LLC

65.27K

Mar 31, 26

+7.15K

0.01%

TD PRIVATE CLIENT WEALTH LLC

65.17K

Mar 31, 26

+37.98K

0.01%

Princeton Global Asset Management LLC

64.80K

Mar 31, 26

+262

0.01%

VICUS CAPITAL

64.80K

Mar 31, 26

-851

0.01%

64.79K

Mar 31, 26

+1.36K

0.01%

Ellis Investment Partners, LLC

64.74K

Mar 31, 26

-40.20K

0.01%

PFG Advisors

64.49K

Mar 31, 26

-3.40K

0.01%

SCOTIA CAPITAL INC.

64.36K

Mar 31, 26

+5.33K

0.01%

SIERRA OCEAN, LLC

63.94K

Mar 31, 26

+4.22K

0.01%

Procyon Advisors, LLC

63.64K

Mar 31, 26

-1.05K

0.01%

Ignite Planners, LLC

63.56K

Mar 31, 26

+537

0.01%

J2 Capital Management Inc

63.26K

Mar 31, 26

-981

0.01%

Vise Technologies, Inc.

63.20K

Mar 31, 26

0.01%

Ergawealth Advisors, Inc.

62.02K

Mar 31, 26

-12.89K

0.01%

Jaffetilchin Investment Partners, LLC

62.00K

Mar 31, 26

+2.58K

0.01%

Strategic Blueprint, LLC

61.99K

Mar 31, 26

-5.91K

0.01%

PLANNING DIRECTIONS INC

61.91K

Mar 31, 26

+5.78K

0.01%

American Trust

61.72K

Mar 31, 26

-1.58K

0.01%

Clarity Wealth Advisors, LLC

61.72K

Mar 31, 26

-4.27K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

61.69K

Mar 31, 26

+3.41K

0.01%

Hexagon Capital Partners LLC

61.65K

Mar 31, 26

+1.82K

0.01%

LongView Wealth Management

61.17K

Mar 31, 26

+17.03K

0.01%

Sunpointe, LLC

60.75K

Mar 31, 26

+330

0.01%

Herold Advisors, Inc.

59.88K

Mar 31, 26

+1.45K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

59.85K

Mar 31, 26

-1.98K

0.01%

United Advisor Group, LLC

59.22K

Mar 31, 26

+4.42K

0.01%

Heritage Trust Co

59.08K

Mar 31, 26

-2.19K

0.01%

Fortress Financial Solutions, LLC

58.99K

Mar 31, 26

+3.54K

0.01%

CAP Partners, LLC

58.93K

Mar 31, 26

+658

0.01%

M Holdings Securities, Inc.

58.91K

Mar 31, 26

-988

0.01%

SkyOak Wealth, LLC

58.84K

Mar 31, 26

+2.58K

0.01%

B. Riley Wealth Advisors, Inc.

58.58K

Mar 31, 26

-6.98K

0.01%

Archer Investment Corp

58.26K

Mar 31, 26

-24.71K

0.01%

AQR CAPITAL MANAGEMENT LLC

58.07K

Mar 31, 26

+8.62K

0.01%

Lewis Asset Management, LLC

57.84K

Mar 31, 26

+3.37K

0.01%

Independent Wealth Network Inc.

57.57K

Mar 31, 26

+15.10K

0.01%

CULLEN/FROST BANKERS, INC.

56.24K

Mar 31, 26

+445

0.01%

3EDGE Asset Management, LP

56.18K

Mar 31, 26

+3.61K

0.01%

WESTBOURNE INVESTMENTS, INC.

55.97K

Mar 31, 26

+7.63K

0.01%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

55.92K

Mar 31, 26

+2.85K

0.01%

PANORAMIC INVESTMENT ADVISORS, LLC

55.86K

Mar 31, 26

+3.01K

0.01%

Walkner Condon Financial Advisors LLC

55.78K

Mar 31, 26

-6.58K

0.01%

LexAurum Advisors, LLC

55.56K

Mar 31, 26

+55.56K

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

54.93K

Mar 31, 26

-29

0.01%

Haverford Trust Co

54.85K

Mar 31, 26

-3.97K

0.01%

Fragasso Group Inc.

53.41K

Mar 31, 26

-10.27K

0.01%

Dakota Wealth Management

53.37K

Mar 31, 26

-4.43K

0.01%

EHRLICH FINANCIAL GROUP

52.80K

Mar 31, 26

-3.29K

0.01%

Ritter Daniher Financial Advisory LLC / DE

52.80K

Mar 31, 26

-67.14K

0.01%

Advisory Alpha, LLC

52.78K

Mar 31, 26

+52.78K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

52.35K

Mar 31, 26

+44.98K

0.01%

Resonant Capital Advisors, LLC

52.31K

Mar 31, 26

-131.29K

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

51.85K

Mar 31, 26

+3.05K

0.01%

Sage Capital Management, LLC

51.78K

Mar 31, 26

+9.55K

0.01%

CHAPIN DAVIS, INC.

51.56K

Mar 31, 26

+4.54K

0.01%

Interchange Capital Partners, LLC

51.49K

Mar 31, 26

-9.59K

0.01%

5T Wealth, LLC

51.19K

Mar 31, 26

+2.37K

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

51.02K

Mar 31, 26

+32.63K

0.01%

CoreFirst Bank & Trust

50.97K

Mar 31, 26

+3.48K

0.01%

Legacy Private Trust Co.

50.89K

Mar 31, 26

-4.04K

0.01%

FMA Wealth Management, LLC

50.67K

Mar 31, 26

+692

0.01%

SOA Wealth Advisors, LLC.

50.37K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

50.05K

Mar 31, 26

+50.05K

0.01%

MOSELEY INVESTMENT MANAGEMENT INC

49.90K

Mar 31, 26

+3.58K

0.01%

Goldstone Financial Group, LLC

49.87K

Mar 31, 26

-952

0.01%

GILL CAPITAL PARTNERS, LLC

49.63K

Mar 31, 26

-1.00K

0.01%

Pathstone Holdings, LLC

49.40K

Mar 31, 26

+49.40K

0.01%

STAR Financial Bank

49.32K

Mar 31, 26

-17.10K

0.01%

Farmers & Merchants Trust Co of Chambersburg PA

49.30K

Mar 31, 26

+4.53K

0.01%

Riverbend Wealth Management, LLC

49.23K

Mar 31, 26

+4.81K

0.01%

Lifestyle Asset Management, Inc.

49.03K

Mar 31, 26

+1.50K

0.01%

Weil Company, Inc.

48.85K

Mar 31, 26

+666

0.01%

Tyche Wealth Partners LLC

48.74K

Mar 31, 26

+5.07K

0.01%

Concord Wealth Partners

48.35K

Mar 31, 26

+23.82K

0.01%

Solutions 4 Wealth, Ltd

48.10K

Mar 31, 26

+5.69K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

47.93K

Mar 31, 26

-13.43K

0.01%

Oxinas Partners Wealth Management LLC

47.92K

Mar 31, 26

+4.17K

0.01%

Caprock Group, LLC

47.92K

Mar 31, 26

+2.19K

0.01%

Pallas Capital Advisors LLC

47.87K

Mar 31, 26

-2.90K

0.01%

TrueWealth Advisors, LLC

47.72K

Mar 31, 26

+153

0.01%

ARMSTRONG ADVISORY GROUP, INC

47.02K

Mar 31, 26

-2.90K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

46.53K

Mar 31, 26

-1.19K

0.01%

Wealthcare Capital Partners, LLC

46.46K

Mar 31, 26

+2.01K

0.01%

Ring Mountain Capital, LLC

46.31K

Mar 31, 26

+3.89K

0.01%

RAHLFS CAPITAL, LLC

46.20K

Mar 31, 26

0.01%

Golden State Equity Partners

46.19K

Mar 31, 26

+42.01K

0.01%

Regal Investment Advisors LLC

46.17K

Mar 31, 26

+362

0.01%

SHEPHERD KAPLAN KROCHUK, LLC

46.05K

Mar 31, 26

-1.94K

0.01%

Bay Capital Advisors, LLC

45.91K

Mar 31, 26

-1.64K

0.01%

GFS Advisors, LLC

45.68K

Mar 31, 26

-1.18K

0.01%

Sachetta, LLC

45.62K

Mar 31, 26

+1.17K

0.01%

SlateStone Wealth, LLC

45.35K

Mar 31, 26

-16.18K

0.01%

Van Hulzen Asset Management, LLC

45.15K

Mar 31, 26

+5.31K

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

45.09K

Mar 31, 26

+468

0.01%

Guardian Financial Partners, LLC

45.07K

Mar 31, 26

-182

0.01%

True North Advisors, LLC

44.98K

Mar 31, 26

+158

0.01%

Signal Advisors Wealth, LLC

44.62K

Mar 31, 26

+10.05K

0.01%

Collaborative Wealth Managment Inc.

44.61K

Mar 31, 26

+28.00K

0.01%

MCDONALD PARTNERS LLC

44.55K

Mar 31, 26

+3.59K

0.01%

Integras Partners LLC

44.01K

Mar 31, 26

+1.85K

0.01%

First PREMIER Bank

43.96K

Mar 31, 26

-1.47K

0.01%

Redmond Asset Management, LLC

43.83K

Mar 31, 26

-2.36K

0.01%

CoreCap Advisors, LLC

43.74K

Mar 31, 26

+431

0.01%

Heritage Wealth Management, Inc.

43.67K

Mar 31, 26

+1.59K

0.01%

Invst, LLC

43.50K

Mar 31, 26

+2.44K

0.01%

Bell Bank

43.49K

Mar 31, 26

+1.04K

0.01%

Houlihan Financial Resource Group, Ltd.

43.33K

Mar 31, 26

+2.25K

0.01%

Ashton Thomas Private Wealth, LLC

43.31K

Mar 31, 26

-1.56K

0.01%

Sovereign Financial Group, Inc.

43.06K

Mar 31, 26

+1.82K

0.01%

BELLEVUE ASSET MANAGEMENT, LLC

42.83K

Mar 31, 26

-9.91K

0.01%

Avidian Wealth Solutions, LLC

42.82K

Mar 31, 26

+10.05K

0.01%

Crewe Advisors LLC

42.63K

Mar 31, 26

+4.22K

0.01%

Cherry Tree Wealth Management, LLC

41.86K

Mar 31, 26

-7.21K

0.01%

Tempus Wealth Planning, LLC

41.75K

Mar 31, 26

+38.11K

0.01%

Betterment LLC

41.67K

Mar 31, 26

+9.51K

0.01%

REGIONS FINANCIAL CORP

41.49K

Mar 31, 26

+2.07K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

40.93K

Mar 31, 26

-17.81K

0.01%

HANCOCK WHITNEY CORP

40.86K

Mar 31, 26

+5.33K

0.01%

LGT Financial Advisors LLC

40.63K

Mar 31, 26

+2.58K

0.01%

Rockport Wealth LLC

40.50K

Mar 31, 26

-27.49K

0.01%

Anchor Capital Management Group Inc

40.00K

Mar 31, 26

0.01%

Purus Wealth Management, LLC

39.87K

Mar 31, 26

-4.30K

0.01%

LJI Wealth Management, LLC

39.83K

Mar 31, 26

+8.57K

0.01%

Triumph Capital Management

39.75K

Mar 31, 26

+7.13K

0.01%

Note Advisors, LLC

39.29K

Mar 31, 26

+1.79K

0.00%

Whipplewood Advisors, LLC

39.04K

Mar 31, 26

-4.69K

0.00%

JT Stratford LLC

39.01K

Mar 31, 26

+326

0.00%

Ronald Blue Trust, Inc.

38.92K

Mar 31, 26

+3.56K

0.00%

SILVER OAK SECURITIES, INCORPORATED

38.88K

Mar 31, 26

-12.07K

0.00%

Galvin, Gaustad & Stein, LLC

38.57K

Mar 31, 26

+5.99K

0.00%

Joel Isaacson & Co., LLC

38.49K

Mar 31, 26

-6.40K

0.00%

BOYUM WEALTH ARCHITECTS LLC

38.41K

Mar 31, 26

-66.18K

0.00%

SHEETS SMITH WEALTH MANAGEMENT

38.09K

Mar 31, 26

-2.90K

0.00%

LITTLEJOHN FINANCIAL SERVICES, INC.

38.00K

Mar 31, 26

-1.61K

0.00%

Beaumont Financial Advisors, LLC

37.93K

Mar 31, 26

-2.15K

0.00%

Ancora Advisors, LLC

37.92K

Mar 31, 26

-6

0.00%

TFR Capital, LLC.

37.84K

Mar 31, 26

-1

0.00%

Helium Advisors LLC

37.79K

Mar 31, 26

+3.84K

0.00%

Carr Financial Group Corp

37.71K

Mar 31, 26

+2.83K

0.00%

BOK Financial Private Wealth, Inc.

37.66K

Mar 31, 26

+201

0.00%

Acorns Advisers, LLC

37.52K

Mar 31, 26

+4.94K

0.00%

L & S Advisors Inc

37.44K

Mar 31, 26

+20.76K

0.00%

Stratos Wealth Advisors, LLC

37.41K

Mar 31, 26

-13.37K

0.00%

Newport Capital Group, LLC

37.19K

Mar 31, 26

+133

0.00%

Frontier Asset Management, LLC

37.05K

Mar 31, 26

-2.96K

0.00%

Etesian Wealth Advisors, Inc.

36.07K

Mar 31, 26

+673

0.00%

Avestar Capital, LLC

35.99K

Mar 31, 26

-49

0.00%

Worth Asset Management, LLC

35.95K

Mar 31, 26

+774

0.00%

CROBAN

35.79K

Mar 31, 26

+81

0.00%

J.Safra Asset Management Corp

35.79K

Mar 31, 26

+1.49K

0.00%

Fortress Wealth Group, LLC

35.76K

Mar 31, 26

+10.02K

0.00%

Sound Income Strategies, LLC

35.61K

Mar 31, 26

+3.16K

0.00%

SFE Investment Counsel

35.30K

Mar 31, 26

-3.80K

0.00%

NBC SECURITIES, INC.

35.22K

Mar 31, 26

-25.16K

0.00%

Greykasell Wealth Strategies, Inc.

35.08K

Mar 31, 26

-2.07K

0.00%

Red Mountain Financial, LLC

35.00K

Mar 31, 26

+1.25K

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

34.77K

Mar 31, 26

-16

0.00%

Triton Wealth Management, PLLC

34.49K

Mar 31, 26

+3.81K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

34.34K

Mar 31, 26

+1.24K

0.00%

Eaton Financial Holdings Company, LLC

34.17K

Mar 31, 26

-235.13K

0.00%

PDS Planning, Inc

34.00K

Mar 31, 26

+744

0.00%

Cannon Wealth Management Services, LLC

33.96K

Mar 31, 26

+13.55K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

33.93K

Mar 31, 26

+1.67K

0.00%

MEANS INVESTMENT CO., INC.

33.91K

Mar 31, 26

-2.13K

0.00%

Acorn Wealth Advisors, LLC

33.91K

Mar 31, 26

-1.35K

0.00%

Round Rock Advisors, LLC

33.90K

Mar 31, 26

-1.55K

0.00%

San Luis Wealth Advisors LLC

33.78K

Mar 31, 26

+1.71K

0.00%

TOMPKINS FINANCIAL CORP

33.66K

Mar 31, 26

+25.35K

0.00%

VERUS CAPITAL PARTNERS, LLC

33.49K

Mar 31, 26

+1.45K

0.00%

Somerset Trust Co

33.29K

Mar 31, 26

+1.07K

0.00%

WEALTH EFFECTS LLC

33.15K

Mar 31, 26

+1.54K

0.00%

Caerus Investment Advisors, LLC

33.08K

Mar 31, 26

-4.70K

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

32.92K

Mar 31, 26

+2.75K

0.00%

Kelly Financial Services LLC

32.91K

Mar 31, 26

+2.69K

0.00%

US BANCORP \DE\

32.84K

Mar 31, 26

-6.62K

0.00%

WEST MICHIGAN ADVISORS, LLC

32.55K

Mar 31, 26

-25.96K

0.00%

Nordwand Advisors, LLC

32.24K

Mar 31, 26

+12.68K

0.00%

Umpqua Bank

32.12K

Mar 31, 26

-391

0.00%

Investor's Fiduciary Advisor Network, LLC

32.03K

Mar 31, 26

-671

0.00%

Midwest Professional Planners, LTD.

31.94K

Mar 31, 26

+3.40K

0.00%

FMR LLC

31.77K

Mar 31, 26

+21.96K

0.00%

Modus Advisors, LLC

31.55K

Mar 31, 26

-60

0.00%

Navis Wealth Advisors, LLC

31.38K

Mar 31, 26

-18.09K

0.00%

Sequoia Financial Advisors, LLC

31.31K

Mar 31, 26

+12.49K

0.00%

Spinnaker Investment Group, LLC

31.27K

Mar 31, 26

+2.11K

0.00%

Steel Peak Wealth Management LLC

31.25K

Mar 31, 26

-1.77K

0.00%

Autumn Glory Partners, LLC

30.97K

Mar 31, 26

+4.88K

0.00%

XML Financial, LLC

30.61K

Mar 31, 26

+3.25K

0.00%

Mayflower Financial Advisors, LLC

30.56K

Mar 31, 26

+209

0.00%

BKM Wealth Management, LLC

30.56K

Mar 31, 26

+53

0.00%

StoneX Group Inc.

30.52K

Mar 31, 26

-31.04K

0.00%

Aspen Investment Management Inc

30.43K

Mar 31, 26

+4.72K

0.00%

Grant Private Wealth Management Inc

30.37K

Mar 31, 26

+252

0.00%

GABLES CAPITAL MANAGEMENT INC.

30.26K

Mar 31, 26

-1.25K

0.00%

SECURITY NATIONAL BANK OF SO DAK

29.89K

Mar 31, 26

0.00%

FIRST HORIZON CORP

29.82K

Mar 31, 26

+29.82K

0.00%

HBK Sorce Advisory LLC

29.36K

Mar 31, 26

+3.53K

0.00%

Robertson Stephens Wealth Management, LLC

29.04K

Mar 31, 26

-6.42K

0.00%

ELCO Management Co., LLC

28.90K

Mar 31, 26

-100

0.00%

HERBST GROUP, LLC

28.77K

Mar 31, 26

-6.48K

0.00%

Per Stirling Capital Management, LLC.

28.55K

Mar 31, 26

+578

0.00%

Bleakley Financial Group, LLC

28.34K

Mar 31, 26

-8.69K

0.00%

Stirlingshire Investments, Inc.

28.28K

Mar 31, 26

-16.65K

0.00%

Triad Wealth Partners, LLC

28.26K

Mar 31, 26

+2.05K

0.00%

Retirement Planning Group

28.21K

Mar 31, 26

-59.50K

0.00%

Catalytic Wealth RIA, LLC

28.15K

Mar 31, 26

0.00%

Post Resch Tallon Group Inc.

28.09K

Mar 31, 26

-1.05K

0.00%

HB Wealth Management, LLC

28.05K

Mar 31, 26

-4.04K

0.00%

CITIZENS FINANCIAL GROUP INC/RI

27.94K

Mar 31, 26

+4.64K

0.00%

Generation Capital Management LLC

27.90K

Mar 31, 26

-1.74K

0.00%

Consolidated Planning Corp

27.78K

Mar 31, 26

-4.35K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

27.48K

Mar 31, 26

+3.59K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

27.45K

Mar 31, 26

+2.02K

0.00%

BlackRock, Inc.

27.39K

Mar 31, 26

-324

0.00%

NEW WAVE WEALTH ADVISORS LLC

27.38K

Mar 31, 26

+27.38K

0.00%

Reyes Financial Architecture, Inc.

27.37K

Mar 31, 26

+7.83K

0.00%

Armor Investment Advisors, LLC

27.14K

Mar 31, 26

-3.86K

0.00%

Institute for Wealth Management, LLC.

27.11K

Mar 31, 26

+1.82K

0.00%

Cyndeo Wealth Partners, LLC

26.95K

Mar 31, 26

0.00%

Sloy Dahl & Holst, LLC

26.83K

Mar 31, 26

+1.03K

0.00%

Meridian Wealth Management, LLC

26.64K

Mar 31, 26

+624

0.00%

Prosperitas Financial LLC

26.52K

Mar 31, 26

+441

0.00%

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

26.41K

Mar 31, 26

+11.34K

0.00%

HOWARD WEALTH MANAGEMENT, LLC

26.38K

Mar 31, 26

-541

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

26.33K

Mar 31, 26

+970

0.00%

Kestra Investment Management, LLC

26.28K

Mar 31, 26

+2.94K

0.00%

CASCADE INVESTMENT GROUP, INC.

25.99K

Mar 31, 26

-1.33K

0.00%

NOVEM GROUP

25.57K

Mar 31, 26

+2.97K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

25.56K

Mar 31, 26

0.00%

Frederick Financial Consultants, LLC

25.52K

Mar 31, 26

+497

0.00%

IEQ CAPITAL, LLC

25.48K

Mar 31, 26

+19.82K

0.00%

Matisse Capital

25.44K

Mar 31, 26

+16.68K

0.00%

Wealth Alliance

25.21K

Mar 31, 26

+323

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

25.02K

Mar 31, 26

+6.24K

0.00%

BROWN ADVISORY INC

25.00K

Mar 31, 26

+130

0.00%

PKS Advisory Services, LLC

24.96K

Mar 31, 26

+618

0.00%

Arrowroot Family Office, LLC

24.95K

Mar 31, 26

+3.90K

0.00%

Fortis Capital Advisors, LLC

24.80K

Mar 31, 26

+19.06K

0.00%

Nelson Capital Management, LLC

24.59K

Mar 31, 26

-6.72K

0.00%

Plotkin Financial Advisors, LLC

24.30K

Mar 31, 26

+1.28K

0.00%

Boreal Capital Management LLC

24.21K

Mar 31, 26

-11.56K

0.00%

SNS Financial Group, LLC

23.98K

Mar 31, 26

+3.83K

0.00%

MCCARTER PRIVATE WEALTH SERVICES LLC

23.93K

Mar 31, 26

0.00%

GWN SECURITIES INC.

23.90K

Mar 31, 26

+2.12K

0.00%

SMITH, MOORE & CO.

23.83K

Mar 31, 26

-1.50K

0.00%

Main Line Retirement Advisors, LLC

23.82K

Mar 31, 26

+3.89K

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

23.77K

Mar 31, 26

+120

0.00%

Paradigm, Strategies in Wealth Management, LLC

23.65K

Mar 31, 26

-139

0.00%

Ascension Capital Advisors, Inc.

23.57K

Mar 31, 26

-15

0.00%

Verity Asset Management, Inc.

23.35K

Mar 31, 26

-2.36K

0.00%

D'Orazio & Associates, Inc.

23.26K

Mar 31, 26

-1.37K

0.00%

Frank, Rimerman Advisors LLC

23.25K

Mar 31, 26

0.00%

Brown Miller Wealth Management, LLC

23.23K

Mar 31, 26

+2.06K

0.00%

Murphy & Mullick Capital Management Corp

23.21K

Mar 31, 26

+1.54K

0.00%

LRI Investments, LLC

23.13K

Mar 31, 26

+236

0.00%

Berger Financial Group, Inc

22.84K

Mar 31, 26

-4.95K

0.00%

COZAD ASSET MANAGEMENT INC

22.61K

Mar 31, 26

+3.73K

0.00%

Dynasty Wealth Management, LLC

22.58K

Mar 31, 26

+22.58K

0.00%

Smallwood Wealth Investment Management, LLC

22.50K

Mar 31, 26

+196

0.00%

Advyzon Investment Management, LLC

22.45K

Mar 31, 26

+13.37K

0.00%

Falcon Wealth Planning

22.19K

Mar 31, 26

-430

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

22.16K

Mar 31, 26

+22.16K

0.00%

Ameritas Advisory Services, LLC

22.14K

Mar 31, 26

-3.84K

0.00%

Code Waechter LLC

22.02K

Mar 31, 26

+138

0.00%

Bravias Capital Group, LLC

22.01K

Mar 31, 26

-1

0.00%

Trueblood Wealth Management, LLC

22.00K

Mar 31, 26

-128

0.00%

Milestone Asset Management Group, LLC

21.97K

Mar 31, 26

+1.20K

0.00%

TCFG WEALTH MANAGEMENT, LLC

21.92K

Mar 31, 26

+1.00K

0.00%

Strategic Advisors LLC

21.91K

Mar 31, 26

+2.17K

0.00%

Wealth Dimensions Group, Ltd.

21.89K

Mar 31, 26

-1.31K

0.00%

Financial Partners Group, Inc

21.71K

Mar 31, 26

+188

0.00%

Private Wealth Partners, LLC

21.64K

Mar 31, 26

+2.33K

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

21.55K

Mar 31, 26

+2.10K

0.00%

Independence Asset Advisors, LLC

21.46K

Mar 31, 26

+4.68K

0.00%

Maia Wealth LLC

21.22K

Mar 31, 26

+2.14K

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

21.12K

Mar 31, 26

-1.18K

0.00%

BTS Asset Management, Inc.

21.05K

Mar 31, 26

+486

0.00%

Pasadena Private Wealth, LLC

20.99K

Mar 31, 26

-425

0.00%

TRITONPOINT WEALTH, LLC

20.97K

Mar 31, 26

+1.90K

0.00%

Meridian Financial, LLC

20.88K

Mar 31, 26

+3.63K

0.00%

COMMERCE BANK

20.82K

Mar 31, 26

+13.86K

0.00%

Capasso Planning Partners LLC

20.75K

Mar 31, 26

+12.29K

0.00%

Bay Rivers Group

20.35K

Mar 31, 26

+4.01K

0.00%

RoundAngle Advisors LLC

20.16K

Mar 31, 26

-2.03K

0.00%

Clear Creek Financial Management, LLC

20.08K

Mar 31, 26

-14.27K

0.00%

AMERIFLEX GROUP, INC.

20.01K

Mar 31, 26

-13.29K

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

20.00K

Mar 31, 26

-385

0.00%

Mendel Capital Management LLC

19.92K

Mar 31, 26

+19.92K

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

19.75K

Mar 31, 26

+9.57K

0.00%

Integrated Advisors Network LLC

19.72K

Mar 31, 26

-166.77K

0.00%

New Insight Wealth Advisors

19.66K

Mar 31, 26

+7.41K

0.00%

Jackson Hole Capital Partners, LLC

19.65K

Mar 31, 26

+218

0.00%

Yukon Wealth Management, Inc.

19.64K

Mar 31, 26

+125

0.00%

B & T Capital Management DBA Alpha Capital Management

19.54K

Mar 31, 26

0.00%

NBT BANK N A /NY

19.54K

Mar 31, 26

+9.26K

0.00%

BURLING WEALTH PARTNERS, LLC

19.52K

Mar 31, 26

-3.27K

0.00%

Bellwether Advisors, LLC

19.39K

Mar 31, 26

0.00%

Blue Chip Partners, LLC

19.37K

Mar 31, 26

+6.06K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

19.26K

Mar 31, 26

+181

0.00%

Andina Capital Management, LLC

19.20K

Mar 31, 26

-5.62K

0.00%

Sunbelt Securities, Inc.

19.15K

Mar 31, 26

+925

0.00%

Greenwich Wealth Management LLC

19.10K

Mar 31, 26

-16.59K

0.00%

Syntegra Private Wealth Group, LLC

19.10K

Mar 31, 26

+103

0.00%

Wealth Watch Advisors, INC

19.04K

Mar 31, 26

+5.19K

0.00%

Innovative Wealth Building LLC

19.04K

Mar 31, 26

-5.14K

0.00%

WHITTIER TRUST CO OF NEVADA INC

19.00K

Mar 31, 26

+554

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

18.89K

Mar 31, 26

+672

0.00%

Mainstream Capital Management LLC

18.85K

Mar 31, 26

-9.80K

0.00%

Westbourne Investment Advisors, Inc.

18.60K

Mar 31, 26

+300

0.00%

Meridian Financial Partners LLC

18.53K

Mar 31, 26

+12.48K

0.00%

CGN Advisors LLC

18.47K

Mar 31, 26

+2.93K

0.00%

Beckerman Institutional, LLC

18.38K

Mar 31, 26

-198

0.00%

Quartz Partners, LLC

18.15K

Mar 31, 26

+8.78K

0.00%

ERn Financial, LLC

18.03K

Mar 31, 26

-960

0.00%

Platform Technology Partners

18.01K

Mar 31, 26

+4.39K

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

17.89K

Mar 31, 26

+342

0.00%

Aviance Capital Partners, LLC

17.86K

Mar 31, 26

-59

0.00%

CATHY PARETO & ASSOCIATES, INC

17.81K

Mar 31, 26

-492

0.00%

Portfolio Strategies, Inc.

17.57K

Mar 31, 26

+1.51K

0.00%

BCGM Wealth Management, LLC

17.54K

Mar 31, 26

-1.93K

0.00%

NVWM, LLC

17.51K

Mar 31, 26

+95

0.00%

UNIQUE WEALTH, LLC

17.46K

Mar 31, 26

+398

0.00%

First Heartland Consultants, Inc.

17.44K

Mar 31, 26

-513

0.00%

AFT, FORSYTH & COMPANY, INC.

17.30K

Mar 31, 26

+1.33K

0.00%

Argyle Capital Partners, LLC

17.26K

Mar 31, 26

+1.00K

0.00%

Axis Wealth Partners, LLC

17.20K

Mar 31, 26

+1.72K

0.00%

Gladstone Institutional Advisory LLC

17.19K

Mar 31, 26

+116

0.00%

OLD MISSION CAPITAL LLC

17.11K

Mar 31, 26

-16.55K

0.00%

Coordinated Financial Services, Inc.

17.05K

Mar 31, 26

-3.89K

0.00%

CHANNEL WEALTH LLC

17.01K

Mar 31, 26

-104.73K

0.00%

CHILTON INVESTMENT CO INC.

16.81K

Mar 31, 26

+16.81K

0.00%

Strategic Family Wealth Counselors, L.L.C.

16.77K

Mar 31, 26

+13

0.00%

Soundwatch Capital LLC

16.68K

Mar 31, 26

+16.68K

0.00%

Adviser Investments LLC

16.57K

Mar 31, 26

+5.96K

0.00%

Apollon Financial, LLC

16.52K

Mar 31, 26

+1.73K

0.00%

CARDIFF PARK ADVISORS, LLC

16.40K

Mar 31, 26

+143

0.00%

MRA Advisory Group

16.29K

Mar 31, 26

+386

0.00%

Marion Wealth Management

16.29K

Mar 31, 26

-910

0.00%

Jupiter Wealth Management LLC

16.25K

Mar 31, 26

0.00%

Plan Group Financial, LLC

16.24K

Mar 31, 26

+5.39K

0.00%

OMNI 360 Wealth, Inc.

16.23K

Mar 31, 26

-300

0.00%

BIP Wealth, LLC

16.23K

Mar 31, 26

-16.51K

0.00%

Pointe Capital Management LLC

16.21K

Mar 31, 26

-80

0.00%

Atlantic Private Wealth, LLC

16.21K

Mar 31, 26

0.00%

XY Planning Network, Inc.

16.09K

Mar 31, 26

+2.97K

0.00%

SANDERS MORRIS HARRIS LLC

16.06K

Mar 31, 26

+5.99K

0.00%

Savvy Advisors, Inc.

15.96K

Mar 31, 26

-29

0.00%

White Knight Strategic Wealth Advisors, LLC

15.93K

Mar 31, 26

-3.88K

0.00%

Sovran Advisors, LLC

15.81K

Mar 31, 26

-659

0.00%

Tactive Advisors, LLC

15.79K

Mar 31, 26

-998

0.00%

SevenBridge Financial Group, LLC

15.77K

Mar 31, 26

-1.74K

0.00%

Madison Wealth Partners, Inc

15.70K

Mar 31, 26

+3.45K

0.00%

Fiduciary Group LLC

15.68K

Mar 31, 26

+271

0.00%

Menard Financial Group LLC

15.62K

Mar 31, 26

+209

0.00%

IAM Advisory, LLC

15.45K

Mar 31, 26

-686

0.00%

4J Wealth Management LLC

15.35K

Mar 31, 26

+6.75K

0.00%

Tranquility Partners, LLC

15.30K

Mar 31, 26

+1.01K

0.00%

Atlas Private Wealth Advisors

15.29K

Mar 31, 26

+15.29K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

15.29K

Mar 31, 26

-849

0.00%

Cypress Capital Management LLC (WY)

15.21K

Mar 31, 26

-1.05K

0.00%

INDEPENDENT INVESTORS INC

15.21K

Mar 31, 26

0.00%

Pinnacle Wealth Management, LLC

15.12K

Mar 31, 26

-149.92K

0.00%

BRASADA CAPITAL MANAGEMENT, LP

15.11K

Mar 31, 26

-1.10K

0.00%

Strategic Financial Concepts, LLC

15.05K

Mar 31, 26

+15.05K

0.00%

KRAEMATON INVESTMENT ADVISORS, INC

14.85K

Mar 31, 26

-1.40K

0.00%

Carnegie Lake Advisors LLC

14.79K

Mar 31, 26

-240

0.00%

Alliance Wealth Advisors, LLC

14.77K

Mar 31, 26

+950

0.00%

Next Level Private LLC

14.60K

Mar 31, 26

-2.90K

0.00%

American Capital Advisory, LLC

14.59K

Mar 31, 26

-20

0.00%

Legacy Bridge, LLC

14.59K

Mar 31, 26

+394

0.00%

Cascades Capital Asset Management, LLC

14.58K

Mar 31, 26

-4.20K

0.00%

Atomi Financial Group, Inc.

14.55K

Mar 31, 26

+799

0.00%

Capstone Financial Advisors, Inc.

14.50K

Mar 31, 26

+276

0.00%

Marshall Financial Group LLC

14.32K

Mar 31, 26

-823

0.00%

Pure Financial Advisors, LLC

14.28K

Mar 31, 26

+1.53K

0.00%

ELEVATUS WELATH MANAGEMENT

14.28K

Mar 31, 26

-126

0.00%

Resolute Wealth Strategies, LLC

14.19K

Mar 31, 26

+262

0.00%

Capital Advisors, Ltd. LLC

14.19K

Mar 31, 26

+21

0.00%

Cornerstone Wealth Group, LLC

14.17K

Mar 31, 26

-91.78K

0.00%

Foster Victor Wealth Advisors, LLC

14.13K

Mar 31, 26

+466

0.00%

RED CRANE WEALTH MANAGEMENT, LLC

13.86K

Mar 31, 26

+279

0.00%

Activest Wealth Management

13.76K

Mar 31, 26

+2.67K

0.00%

Private Wealth Asset Management, LLC

13.75K

Mar 31, 26

+74

0.00%

Arete Wealth Advisors, LLC

13.63K

Mar 31, 26

+100

0.00%

Encompass More Asset Management

13.55K

Mar 31, 26

+322

0.00%

Laraway Financial Advisors Inc

13.53K

Mar 31, 26

+985

0.00%

Delta Investment Management, LLC

13.52K

Mar 31, 26

+3.10K

0.00%

Benchmark Financial Wealth Advisors, LLC

13.51K

Mar 31, 26

-2.63K

0.00%

Rockingstone Advisors LLC

13.38K

Mar 31, 26

+170

0.00%

Lionsbridge Wealth Management LLC

13.35K

Mar 31, 26

+142

0.00%

Pegasus Asset Management, Inc.

13.32K

Mar 31, 26

+1.01K

0.00%

Leo Wealth, LLC

13.29K

Mar 31, 26

+57

0.00%

Keystone Wealth Services, LLC

13.22K

Mar 31, 26

+13.22K

0.00%

Prosperity Financial Group, Inc.

13.20K

Mar 31, 26

-271

0.00%

Cascade Financial Partners, LLC

13.19K

Mar 31, 26

+600

0.00%

CRA Financial Services, LLC

13.11K

Mar 31, 26

+13

0.00%

Diversified Portfolios, Inc.

13.10K

Mar 31, 26

-1.30K

0.00%

Commonwealth Financial Services, LLC

13.02K

Mar 31, 26

+146

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

13.02K

Mar 31, 26

+1.25K

0.00%

Lakeridge Wealth Management LLC

12.91K

Mar 31, 26

+306

0.00%

Dana Investment Advisors, Inc.

12.83K

Mar 31, 26

-5

0.00%

Pine Valley Investments Ltd Liability Co

12.80K

Mar 31, 26

+1.29K

0.00%

Balboa Wealth Partners

12.79K

Mar 31, 26

+829

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

12.76K

Mar 31, 26

+7.74K

0.00%

Harbor Asset Planning, Inc.

12.64K

Mar 31, 26

-1.10K

0.00%

Orgel Wealth Management, LLC

12.64K

Mar 31, 26

+5.58K

0.00%

Taylor & Morgan Wealth Management, LLC

12.60K

Mar 31, 26

-65

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

12.56K

Mar 31, 26

+5.70K

0.00%

Arcus Capital Partners, LLC

12.52K

Mar 31, 26

+659

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

12.49K

Mar 31, 26

+12.49K

0.00%

Stenger Family Office, LLC

12.46K

Mar 31, 26

+1.90K

0.00%

Cypress Wealth Services, LLC

12.38K

Mar 31, 26

+114

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

12.34K

Mar 31, 26

+1.05K

0.00%

Sterling Manor Financial, LLC

12.33K

Mar 31, 26

+2.26K

0.00%

BROWN BROTHERS HARRIMAN & CO

12.30K

Mar 31, 26

+10.92K

0.00%

Fortis Group Advisors, LLC

12.08K

Mar 31, 26

-528

0.00%

Guided Capital Wealth Management, LLC

11.99K

Mar 31, 26

0.00%

WEST BANCORPORATION INC

11.95K

Mar 31, 26

-350

0.00%

CERTIOR FINANCIAL GROUP, LLC

11.81K

Mar 31, 26

+3.89K

0.00%

Advance Capital Management, Inc.

11.74K

Mar 31, 26

-2.56K

0.00%

HM PAYSON & CO

11.52K

Mar 31, 26

+2.56K

0.00%

PRIVATE TRUST CO NA

11.40K

Mar 31, 26

+8.36K

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

11.39K

Mar 31, 26

-1.08K

0.00%

Williams Jones Wealth Management, LLC.

11.35K

Mar 31, 26

+11.35K

0.00%

Colonial Trust Co / SC

11.29K

Mar 31, 26

0.00%

Maridea Wealth Management LLC

11.29K

Mar 31, 26

-2.14K

0.00%

Hixon Zuercher, LLC

11.28K

Mar 31, 26

+708

0.00%

Darden Wealth Group Inc

11.23K

Mar 31, 26

0.00%

MSH Capital Advisors LLC

11.10K

Mar 31, 26

+2.73K

0.00%

Red Door Wealth Management, LLC

11.10K

Mar 31, 26

+2.68K

0.00%

Trust Co

11.02K

Mar 31, 26

-102

0.00%

Aurdan Capital Management, LLC

10.95K

Mar 31, 26

+689

0.00%

SouthState Corp

10.93K

Mar 31, 26

+10.93K

0.00%

Skyline Advisors, Inc.

10.93K

Mar 31, 26

-5.14K

0.00%

Camelot Portfolios, LLC

10.91K

Mar 31, 26

+505

0.00%

PARK NATIONAL CORP /OH/

10.90K

Mar 31, 26

-100

0.00%

PERSONAL CFO SOLUTIONS, LLC

10.89K

Mar 31, 26

-810

0.00%

WealthPlan Investment Management, LLC

10.84K

Mar 31, 26

-7.49K

0.00%

Latitude Advisors, LLC

10.83K

Mar 31, 26

-668

0.00%

Park Place Capital Corp

10.77K

Mar 31, 26

-1.56K

0.00%

FIDUCIARY TRUST CO

10.73K

Mar 31, 26

+311

0.00%

WESBANCO BANK INC

10.72K

Mar 31, 26

-1.82K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

10.71K

Mar 31, 26

-2.91K

0.00%

CORA CAPITAL ADVISORS LLC

10.70K

Mar 31, 26

-31.77K

0.00%

Bryn Mawr Capital Management, LLC

10.69K

Mar 31, 26

+1.44K

0.00%

Wellington Shields Capital Management, LLC

10.63K

Mar 31, 26

-2.30K

0.00%

AssuredPartners Investment Advisors, LLC

10.57K

Mar 31, 26

+10.57K

0.00%

Sentinus, LLC

10.54K

Mar 31, 26

+906

0.00%

Accurate Wealth Management, LLC

10.52K

Mar 31, 26

+10.52K

0.00%

QP WEALTH MANAGEMENT, LLC

10.46K

Mar 31, 26

-19.56K

0.00%

LVZ, Inc.

10.45K

Mar 31, 26

+541

0.00%

Fisher Asset Management, LLC

10.40K

Mar 31, 26

+734

0.00%

ORG Wealth Partners, LLC

10.33K

Mar 31, 26

-2.49K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

10.31K

Mar 31, 26

+1.12K

0.00%

Legacy Financial Strategies, LLC

10.30K

Mar 31, 26

-7.63K

0.00%

Venture Visionary Partners LLC

10.28K

Mar 31, 26

-317

0.00%

KFA Private Wealth Group, LLC

10.24K

Mar 31, 26

+730

0.00%

Lineweaver Wealth Advisors, LLC

10.23K

Mar 31, 26

-1.12K

0.00%

Fortis Advisors, LLC

10.22K

Mar 31, 26

+195

0.00%

GREENWOOD CAPITAL ASSOCIATES LLC

10.22K

Mar 31, 26

-900

0.00%

Financial Gravity Asset Management, Inc.

10.21K

Mar 31, 26

+9.69K

0.00%

Mascoma Wealth Management LLC

10.21K

Mar 31, 26

+21

0.00%

American Money Management, LLC

10.19K

Mar 31, 26

-32

0.00%

Castle Rock Wealth Management, LLC

10.17K

Mar 31, 26

+1.23K

0.00%

Crumly & Associates Inc.

10.15K

Mar 31, 26

+1.31K

0.00%

Formidable Asset Management, LLC

10.11K

Mar 31, 26

-718

0.00%

Bridgewealth Advisory Group, LLC

10.07K

Mar 31, 26

-19.67K

0.00%

Richmond Investment Services, LLC

10.02K

Mar 31, 26

+10.02K

0.00%

Mattern Wealth Management LLC

9.95K

Mar 31, 26

0.00%

Grandview Asset Management LLC

9.94K

Mar 31, 26

-1.88K

0.00%

Monument Capital Management

9.92K

Mar 31, 26

-186

0.00%

RENAISSANCE TECHNOLOGIES LLC

9.84K

Mar 31, 26

-60.77K

0.00%

Detalus Advisors, LLC

9.79K

Mar 31, 26

+33

0.00%

Texas Yale Capital Corp.

9.75K

Mar 31, 26

+1.60K

0.00%

Fiduciary Alliance LLC

9.69K

Mar 31, 26

+387

0.00%

Endowment Wealth Management, Inc.

9.63K

Mar 31, 26

+246

0.00%

Key FInancial Inc

9.60K

Mar 31, 26

0.00%

REGATTA CAPITAL GROUP, LLC

9.53K

Mar 31, 26

+120

0.00%

Vickerman Investment Advisors, Inc.

9.52K

Mar 31, 26

+2.00K

0.00%

COLUMBIA ADVISORY PARTNERS LLC

9.52K

Mar 31, 26

+2.67K

0.00%

Accredited Investors Inc.

9.52K

Mar 31, 26

+1.53K

0.00%

KKM Financial LLC

9.46K

Mar 31, 26

0.00%

One Capital Management, LLC

9.46K

Mar 31, 26

+18

0.00%

Canvas Wealth Advisors, LLC

9.44K

Mar 31, 26

+450

0.00%

QUATTRO FINANCIAL ADVISORS LLC

9.37K

Mar 31, 26

+3.77K

0.00%

Shum Financial Group, Inc.

9.37K

Mar 31, 26

+924

0.00%

Argent Advisors, Inc.

9.27K

Mar 31, 26

+2.92K

0.00%

CITADEL ADVISORS LLC

9.18K

Mar 31, 26

-82.22K

0.00%

Bison Wealth, LLC

9.11K

Mar 31, 26

+618

0.00%

American Financial Advisors, LLC

9.11K

Mar 31, 26

+787

0.00%

Comprehensive Financial Planning, Inc./PA

9.07K

Mar 31, 26

+172

0.00%

Harvest Investment Services, LLC

9.07K

Mar 31, 26

-1.91K

0.00%

MISSION WEALTH MANAGEMENT, LP

8.88K

Mar 31, 26

+3.30K

0.00%

REBALANCE, LLC

8.77K

Mar 31, 26

+8.77K

0.00%

Evolution Wealth Advisors, LLC

8.71K

Mar 31, 26

-2.00K

0.00%

United Bank

8.67K

Mar 31, 26

+8.67K

0.00%

Corps Capital Advisors, LLC

8.65K

Mar 31, 26

-82

0.00%

Crossmark Global Holdings, Inc.

8.62K

Mar 31, 26

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

8.51K

Mar 31, 26

+36

0.00%

SEGALL BRYANT & HAMILL, LLC

8.47K

Mar 31, 26

+8.47K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.46K

Mar 31, 26

-118.99K

0.00%

Cape Investment Advisory, Inc.

8.41K

Mar 31, 26

+2.97K

0.00%

Fidelis Capital Partners, LLC

8.39K

Mar 31, 26

-268

0.00%

Stablepoint Partners, LLC

8.38K

Mar 31, 26

+1.25K

0.00%

VestGen Advisors, LLC

8.36K

Mar 31, 26

+405

0.00%

Gateway Wealth Partners, LLC

8.21K

Mar 31, 26

+4.41K

0.00%

Coastal Investment Advisors, Inc.

8.16K

Mar 31, 26

-1.66K

0.00%

Cherry Creek Investment Advisors, Inc.

8.13K

Mar 31, 26

-1.81K

0.00%

WealthSpring Partners, LLC

8.13K

Mar 31, 26

0.00%

Stegent Equity Advisors, Inc.

8.07K

Mar 31, 26

-95

0.00%

Winch Advisory Services, LLC

8.01K

Mar 31, 26

+1.08K

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

8.00K

Mar 31, 26

+8.00K

0.00%

Mirae Asset Global Investments Co., Ltd.

8.00K

Mar 31, 26

+8.00K

0.00%

Cornell Pochily Investment Advisors, Inc.

7.97K

Mar 31, 26

-130

0.00%

Bright Futures Wealth Management, LLC.

7.92K

Mar 31, 26

+19

0.00%

Hurley Capital, LLC

7.92K

Mar 31, 26

+392

0.00%

Consilium Wealth Advisory, LLC

7.91K

Mar 31, 26

0.00%

Sincerus Advisory, LLC

7.84K

Mar 31, 26

-784

0.00%

WASHINGTON TRUST Co

7.84K

Mar 31, 26

+7.84K

0.00%

Evercore Wealth Management, LLC

7.83K

Mar 31, 26

-5.00K

0.00%

SimpliFi, Inc.

7.78K

Mar 31, 26

+149

0.00%

DOVER ADVISORS, LLC

7.78K

Mar 31, 26

-135

0.00%

PEOPLES BANK /OH

7.73K

Mar 31, 26

+7.73K

0.00%

Vivaldi Capital Management LP

7.66K

Mar 31, 26

+615

0.00%

SIMPLEX TRADING, LLC

7.65K

Mar 31, 26

+7.65K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

7.64K

Mar 31, 26

0.00%

Chris Bulman Inc

7.59K

Mar 31, 26

+1.92K

0.00%

Tortoise Investment Management, LLC

7.57K

Mar 31, 26

+7.57K

0.00%

RITHOLTZ WEALTH MANAGEMENT

7.55K

Mar 31, 26

-7.02K

0.00%

Comprehensive Money Management Services LLC

7.55K

Mar 31, 26

+1.81K

0.00%

Rolek Wealth Management LLC

7.54K

Mar 31, 26

0.00%

BTG Pactual Asset Management US LLC

7.53K

Mar 31, 26

+7.53K

0.00%

WETZEL INVESTMENT ADVISORS, INC.

7.52K

Mar 31, 26

+2.89K

0.00%

Simplicity Wealth,LLC

7.49K

Mar 31, 26

+1.13K

0.00%

TAGStone Capital, Inc.

7.49K

Mar 31, 26

+143

0.00%

Landmark Wealth Management, LLC

7.44K

Mar 31, 26

+3.00K

0.00%

Choate Investment Advisors

7.43K

Mar 31, 26

0.00%

BEACON FINANCIAL PLANNING, INC

7.41K

Mar 31, 26

+7.41K

0.00%

Tepp RIA, LLC

7.38K

Mar 31, 26

+1.37K

0.00%

Mascagni Wealth Management, Inc.

7.37K

Mar 31, 26

+998

0.00%

Cedar Mountain Advisors, LLC

7.33K

Mar 31, 26

+5.08K

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

7.30K

Mar 31, 26

-195

0.00%

Wealth Management Partners, LLC

7.30K

Mar 31, 26

+473

0.00%

STOCK YARDS BANK & TRUST CO

7.23K

Mar 31, 26

-132

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

7.23K

Mar 31, 26

-1.62K

0.00%

Westside Investment Management, Inc.

7.17K

Mar 31, 26

+500

0.00%

Archford Capital Strategies, LLC

7.16K

Mar 31, 26

-47.18K

0.00%

Perennial Investment Advisors, LLC

7.16K

Mar 31, 26

+7.16K

0.00%

McAdam, LLC

7.15K

Mar 31, 26

-642

0.00%

LEIGH BALDWIN & CO., LLC

7.12K

Mar 31, 26

-164

0.00%

CAPITAL CITY TRUST CO/FL

7.10K

Mar 31, 26

0.00%

Sovereign Investment Advisors, LLC

7.08K

Mar 31, 26

+7.08K

0.00%

Private Capital Advisors, Inc.

7.08K

Mar 31, 26

+2.25K

0.00%

GARRISON BRADFORD & ASSOCIATES INC

7.05K

Mar 31, 26

+7.05K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

7.01K

Mar 31, 26

-1.26K

0.00%

Abel Hall, LLC

7.00K

Mar 31, 26

+3.00K

0.00%

Sepio Capital, LP

7.00K

Mar 31, 26

+92

0.00%

Pinion Investment Advisors, LLC

6.99K

Mar 31, 26

+6.99K

0.00%

Columbia Asset Management

6.89K

Mar 31, 26

0.00%

Venturi Wealth Management, LLC

6.86K

Mar 31, 26

-341

0.00%

Jefferies Financial Group Inc.

6.86K

Mar 31, 26

-2.92K

0.00%

Everstar Asset Management, LLC

6.78K

Mar 31, 26

+6.78K

0.00%

Quadcap Wealth Management, LLC

6.75K

Mar 31, 26

-495

0.00%

WFA of San Diego, LLC

6.74K

Mar 31, 26

-327

0.00%

Cooper Capital Advisors LLC

6.68K

Mar 31, 26

0.00%

Alteri Wealth LLC

6.66K

Mar 31, 26

+14

0.00%

BAILARD, INC.

6.66K

Mar 31, 26

+425

0.00%

SIGNATUREFD, LLC

6.63K

Mar 31, 26

+22

0.00%

Mission Hills Financial Advisory, LLC

6.58K

Mar 31, 26

+67

0.00%

Core Wealth Partners LLC

6.56K

Mar 31, 26

+523

0.00%

Bank of New Hampshire

6.56K

Mar 31, 26

-444

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

6.55K

Mar 31, 26

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

6.54K

Mar 31, 26

+87

0.00%

LIBERTY WEALTH MANAGEMENT LLC

6.53K

Mar 31, 26

-222

0.00%

Hubbell Strickland Wealth Management, LLC

6.51K

Mar 31, 26

+72

0.00%

JOURNEY STRATEGIC WEALTH LLC

6.51K

Mar 31, 26

0.00%

White Wing Wealth Management

6.47K

Mar 31, 26

+6.47K

0.00%

Auour Investments LLC

6.36K

Mar 31, 26

-10.45K

0.00%

VisionPoint Advisory Group, LLC

6.36K

Mar 31, 26

+1.28K

0.00%

Johnson & White Wealth Management, LLC

6.35K

Mar 31, 26

-3.43K

0.00%

NavPoint Financial, Inc.

6.33K

Mar 31, 26

+85

0.00%

ALEXANDER LABRUNERIE & CO., INC.

6.32K

Mar 31, 26

-54

0.00%

Synergy Financial Group, LTD

6.32K

Mar 31, 26

+6.32K

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

6.31K

Mar 31, 26

+1.80K

0.00%

EPG Wealth Management LLC

6.28K

Mar 31, 26

+217

0.00%

Legacy Wealth Management, LLC / MS

6.27K

Mar 31, 26

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

6.13K

Mar 31, 26

-610

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

6.09K

Mar 31, 26

0.00%

Royal Fund Management, LLC

6.05K

Mar 31, 26

+807

0.00%

Capital Planning LLC

6.04K

Mar 31, 26

-1.36K

0.00%

Brookwood Investment Group LLC

6.03K

Mar 31, 26

-2.42K

0.00%

1900 WEALTH MANAGEMENT LLC

6.01K

Mar 31, 26

-8

0.00%

Level Wealth Management LLC

6.00K

Mar 31, 26

+6.00K

0.00%

ZACKS INVESTMENT MANAGEMENT

6.00K

Mar 31, 26

+6.00K

0.00%

Global Financial Private Client, LLC

5.97K

Mar 31, 26

+172

0.00%

CRUX WEALTH ADVISORS

5.87K

Mar 31, 26

+62

0.00%

J. L. Bainbridge & Co., Inc.

5.85K

Mar 31, 26

+900

0.00%

CWA Asset Management Group, LLC

5.85K

Mar 31, 26

+1.31K

0.00%

Glen Eagle Advisors, LLC

5.84K

Mar 31, 26

+415

0.00%

Midwest Financial Group LLC

5.83K

Mar 31, 26

+902

0.00%

Wills Financial Group LLC

5.79K

Mar 31, 26

+1.07K

0.00%

Southland Equity Partners LLC

5.76K

Mar 31, 26

-857

0.00%

OARSMAN CAPITAL, INC.

5.75K

Mar 31, 26

+157

0.00%

GAMMA Investing LLC

5.74K

Mar 31, 26

-874

0.00%

49 WEALTH MANAGEMENT, LLC

5.73K

Mar 31, 26

-1.55K

0.00%

Farmers & Merchants Trust Co of Long Beach

5.70K

Mar 31, 26

+5.70K

0.00%

WESPAC Advisors SoCal, LLC

5.70K

Mar 31, 26

+1.52K

0.00%

Wealth Advisory Solutions, LLC

5.65K

Mar 31, 26

+5.65K

0.00%

Montz Harcus Wealth Management LLC

5.64K

Mar 31, 26

+107

0.00%

TPG Advisors LLC

5.63K

Mar 31, 26

+5.63K

0.00%

BCS Wealth Management

5.62K

Mar 31, 26

-4.72K

0.00%

Key Client Fiduciary Advisors, LLC

5.58K

Mar 31, 26

+5.58K

0.00%

CHAPMAN FINANCIAL GROUP, LLC

5.55K

Mar 31, 26

-1.98K

0.00%

1620 INVESTMENT ADVISORS, INC.

5.52K

Mar 31, 26

+15

0.00%

LWM Advisory Services, LLC

5.51K

Mar 31, 26

0.00%

Seelaus Asset Management LLC

5.50K

Mar 31, 26

+1.70K

0.00%

SENTINEL PENSION ADVISORS INC

5.43K

Mar 31, 26

-1.13K

0.00%

BOS Asset Management, LLC

5.41K

Mar 31, 26

+195

0.00%

Cypress Capital Group

5.40K

Mar 31, 26

0.00%

Kuhn & Co Investment Counsel

5.40K

Mar 31, 26

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.39K

Mar 31, 26

0.00%

Rollins Financial Advisors, LLC

5.39K

Mar 31, 26

-533

0.00%

Forum Financial Management, LP

5.36K

Mar 31, 26

+869

0.00%

RMB Capital Management, LLC

5.36K

Mar 31, 26

-1.31K

0.00%

Nautilus Advisors LLC

5.33K

Mar 31, 26

+919

0.00%

Hutchens & Kramer Investment Management Group, LLC

5.33K

Mar 31, 26

+435

0.00%

Talon Private Wealth, LLC

5.32K

Mar 31, 26

+5.32K

0.00%

Cornerstone Wealth Management, LLC

5.30K

Mar 31, 26

+5.30K

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

5.28K

Mar 31, 26

+5.28K

0.00%

Badgley Phelps Wealth Managers, LLC

5.23K

Mar 31, 26

0.00%

Pinnacle Family Advisors, LLC

5.21K

Mar 31, 26

-417

0.00%

PATRON PARTNERS, LLC

5.20K

Mar 31, 26

-910

0.00%

South Shore Capital Advisors

5.17K

Mar 31, 26

+805

0.00%

Connecticut Wealth Management, LLC

5.16K

Mar 31, 26

+5.16K

0.00%

Newman Dignan & Sheerar, Inc.

5.13K

Mar 31, 26

+67

0.00%

KLCM Advisors, Inc.

5.11K

Mar 31, 26

-335

0.00%

CPA Asset Management LLC

5.09K

Mar 31, 26

-16.35K

0.00%

FORTEM FINANCIAL GROUP, LLC

5.08K

Mar 31, 26

+1.00K

0.00%

Solidarity Wealth, LLC

5.04K

Mar 31, 26

+34

0.00%

SG Americas Securities, LLC

5.00K

Mar 31, 26

+5.00K

0.00%

Sequent Planning LLC

5.00K

Mar 31, 26

+5.00K

0.00%

Concorde Asset Management, LLC

4.96K

Mar 31, 26

-10.53K

0.00%

Transce3nd, LLC

4.95K

Mar 31, 26

+275

0.00%

Rehmann Capital Advisory Group

4.95K

Mar 31, 26

+4.95K

0.00%

17 CAPITAL PARTNERS, LLC

4.94K

Mar 31, 26

+469

0.00%

Hudock, Inc.

4.92K

Mar 31, 26

-176

0.00%

WESPAC Advisors, LLC

4.91K

Mar 31, 26

-18

0.00%

DUDLEY CAPITAL MANAGEMENT, LLC

4.87K

Mar 31, 26

-1

0.00%

NATIONAL BANK OF CANADA /FI/

4.87K

Mar 31, 26

-2.24K

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

4.85K

Mar 31, 26

+41

0.00%

Gallacher Capital Management LLC

4.80K

Mar 31, 26

+36

0.00%

NORTHLAND SECURITIES, INC.

4.79K

Mar 31, 26

-790

0.00%

Smith Thornton Advisors LLC

4.79K

Mar 31, 26

-9

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

4.75K

Mar 31, 26

+4.75K

0.00%

Cartesian Growth Corp

4.75K

Mar 31, 26

+20

0.00%

Kaizen Financial Strategies

4.72K

Mar 31, 26

+1.08K

0.00%

ROMAN BUTLER FULLERTON & CO

4.70K

Mar 31, 26

+1.24K

0.00%

Reliant Wealth Planning

4.63K

Mar 31, 26

-2.33K

0.00%

HRC WEALTH MANAGEMENT, LLC

4.63K

Mar 31, 26

+1.07K

0.00%

Able Wealth Management LLC

4.61K

Mar 31, 26

0.00%

KELLY FINANCIAL GROUP LLC

4.60K

Mar 31, 26

+686

0.00%

Physician Wealth Advisors, Inc.

4.56K

Mar 31, 26

0.00%

Quad-Cities Investment Group, LLC

4.55K

Mar 31, 26

+67

0.00%

EXENCIAL WEALTH ADVISORS, LLC

4.53K

Mar 31, 26

+10

0.00%

QTR Family Wealth, LLC

4.50K

Mar 31, 26

0.00%

SONATA CAPITAL GROUP INC

4.48K

Mar 31, 26

0.00%

Welch Group, LLC

4.46K

Mar 31, 26

+11

0.00%

Great Lakes Retirement, Inc.

4.41K

Mar 31, 26

+444

0.00%

TABLEAUX LLC

4.39K

Mar 31, 26

-20.39K

0.00%

SEEDS INVESTOR LLC

4.39K

Mar 31, 26

+4.39K

0.00%

Dorsey & Whitney Trust CO LLC

4.38K

Mar 31, 26

+525

0.00%

Advisor Resource Council

4.37K

Mar 31, 26

-1.70K

0.00%

Meriwether Wealth & Planning, LLC

4.32K

Mar 31, 26

-354

0.00%

Beck Bode, LLC

4.32K

Mar 31, 26

-2.46K

0.00%

Hilltop Holdings Inc.

4.31K

Mar 31, 26

-3.70K

0.00%

Secure Asset Management, LLC

4.30K

Mar 31, 26

+608

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

4.29K

Mar 31, 26

-1.34K

0.00%

Atlas Brown,Inc.

4.27K

Mar 31, 26

-190

0.00%

Compass Ion Advisors, LLC

4.25K

Mar 31, 26

+529

0.00%

Embree Financial Group

4.24K

Mar 31, 26

+26

0.00%

Penbrook Management LLC

4.22K

Mar 31, 26

0.00%

Atlatl Advisers LLC

4.21K

Mar 31, 26

+192

0.00%

WealthTrust Axiom LLC

4.19K

Mar 31, 26

0.00%

Leverty Financial Group, LLC

4.18K

Mar 31, 26

-215

0.00%

Stillwater Wealth Management Group

4.17K

Mar 31, 26

+300

0.00%

RPS ADVISORY SOLUTIONS LLC

4.13K

Mar 31, 26

-411

0.00%

Virtue Capital Management, LLC

4.12K

Mar 31, 26

-2.38K

0.00%

JOHNSON INVESTMENT COUNSEL INC

4.11K

Mar 31, 26

+150

0.00%

Element Wealth, LLC

4.09K

Mar 31, 26

-803

0.00%

BLB&B Advisors, LLC

4.05K

Mar 31, 26

+33

0.00%

Caitlin John, LLC

4.04K

Mar 31, 26

+1.71K

0.00%

Optivise Advisory Services LLC

4.03K

Mar 31, 26

+4.03K

0.00%

OPTIMA CAPITAL LLC

4.03K

Mar 31, 26

-2.61K

0.00%

IFG Advisory, LLC

4.00K

Mar 31, 26

-23.65K

0.00%

NWAM LLC

4.00K

Mar 31, 26

+4.00K

0.00%

Putney Financial Group LLC

3.98K

Mar 31, 26

+3.98K

0.00%

Kovitz Investment Group Partners, LLC

3.97K

Mar 31, 26

+3.97K

0.00%

MBL Wealth, LLC

3.95K

Mar 31, 26

0.00%

Aspen Wealth Strategies, LLC

3.94K

Mar 31, 26

-108

0.00%

Annex Advisory Services, LLC

3.93K

Mar 31, 26

-847

0.00%

West Wealth Group, LLC

3.93K

Mar 31, 26

-211

0.00%

Bridgewater Advisors Inc.

3.89K

Mar 31, 26

-700

0.00%

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

3.89K

Mar 31, 26

-1.10K

0.00%

Nilsine Partners, LLC

3.87K

Mar 31, 26

+3.87K

0.00%

Skopos Labs, Inc.

3.85K

Mar 31, 26

+3.85K

0.00%

Hidden Cove Wealth Management, LLC

3.84K

Mar 31, 26

0.00%

RETIREMENT FINANCIAL SOLUTIONS, LLC

3.78K

Mar 31, 26

-100

0.00%

Convergence Financial, LLC

3.77K

Mar 31, 26

+3.77K

0.00%

Hiley Hunt Wealth Management

3.77K

Mar 31, 26

+3.77K

0.00%

Financial Perspectives, Inc

3.77K

Mar 31, 26

+34

0.00%

Gerber Kawasaki Wealth & Investment Management

3.75K

Mar 31, 26

+3.75K

0.00%

ECLECTIC ASSOCIATES INC /ADV

3.74K

Mar 31, 26

+3.74K

0.00%

Morey & Quinn Wealth Partners, LLC

3.72K

Mar 31, 26

0.00%

SLT Holdings LLC

3.71K

Mar 31, 26

0.00%

RETIREMENT INCOME SOLUTIONS, INC

3.71K

Mar 31, 26

0.00%

CCG WEALTH MANAGEMENT, LLC

3.69K

Mar 31, 26

+3.69K

0.00%

Fountainhead AM, LLC

3.69K

Mar 31, 26

+17

0.00%

Edgestream Partners, L.P.

3.69K

Mar 31, 26

-20.30K

0.00%

Facet Wealth, Inc.

3.68K

Mar 31, 26

+3.68K

0.00%

LITTLE HOUSE CAPITAL LLC

3.67K

Mar 31, 26

-57.45K

0.00%

Roble, Belko & Company, Inc

3.66K

Mar 31, 26

-188

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

3.63K

Mar 31, 26

+50

0.00%

NATURAL INVESTMENTS, LLC

3.63K

Mar 31, 26

+3.63K

0.00%

Elmwood Wealth Management, Inc.

3.63K

Mar 31, 26

+3.63K

0.00%

BRYN MAWR TRUST Co

3.62K

Mar 31, 26

-400

0.00%

Friday Financial

3.62K

Mar 31, 26

0.00%

Atlas Wealth Partners, LLC

3.58K

Mar 31, 26

0.00%

UHLMANN PRICE SECURITIES, LLC

3.57K

Mar 31, 26

+3.57K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

3.54K

Mar 31, 26

+3.54K

0.00%

Qube Research & Technologies Ltd

3.53K

Mar 31, 26

-1.90K

0.00%

NOVARE CAPITAL MANAGEMENT LLC

3.53K

Mar 31, 26

-775

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.46K

Mar 31, 26

+2.36K

0.00%

Chung Wu Investment Group, LLC

3.35K

Mar 31, 26

+2.95K

0.00%

Anfield Capital Management, LLC

3.33K

Mar 31, 26

+922

0.00%

BFSG, LLC

3.23K

Mar 31, 26

-234

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.05K

Mar 31, 26

+60

0.00%

Adalta Capital Management LLC

3.00K

Mar 31, 26

-2.00K

0.00%

HAZLETT, BURT & WATSON, INC.

2.86K

Mar 31, 26

+30

0.00%

Smithfield Trust Co

2.82K

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

2.77K

Mar 31, 26

+905

0.00%

Canton Hathaway, LLC

2.60K

Mar 31, 26

+650

0.00%

Beaird Harris Wealth Management, LLC

2.59K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

2.55K

Mar 31, 26

0.00%

Midwest Capital Advisors, LLC

2.54K

Mar 31, 26

+18

0.00%

Stone House Investment Management, LLC

2.53K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

2.52K

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.50K

Mar 31, 26

0.00%

Wellington Shields & Co., LLC

2.50K

Mar 31, 26

-510

0.00%

Federation des caisses Desjardins du Quebec

2.43K

Mar 31, 26

+450

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.26K

Mar 31, 26

+1.16K

0.00%

KM Capital Management Ltd.

2.24K

Mar 31, 26

+2.24K

0.00%

Independence Bank of Kentucky

2.16K

Mar 31, 26

0.00%

3Chopt Investment Partners, LLC

2.14K

Mar 31, 26

+177

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.06K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

2.05K

Mar 31, 26

+2.05K

0.00%

Bogart Wealth, LLC

2.01K

Mar 31, 26

+835

0.00%

Opal Wealth Advisors, LLC

2.01K

Mar 31, 26

+2.01K

0.00%

Manchester Capital Management LLC

2.00K

Mar 31, 26

+2.00K

0.00%

Pinnacle Bancorp, Inc.

1.90K

Mar 31, 26

0.00%

Sage Mountain Advisors LLC

1.86K

Mar 31, 26

0.00%

Luminist Capital LLC

1.73K

Mar 31, 26

-29

0.00%

Pinnacle Wealth Planning Services, Inc.

1.70K

Mar 31, 26

-1.55K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

1.70K

Mar 31, 26

-65

0.00%

Colonial Trust Advisors

1.59K

Mar 31, 26

+21

0.00%

Global Wealth Strategies & Associates

1.55K

Mar 31, 26

-29

0.00%

Dunhill Financial, LLC

1.50K

Mar 31, 26

-104

0.00%

Centerpoint Advisors, LLC

1.48K

Mar 31, 26

+22

0.00%

SALEM INVESTMENT COUNSELORS INC

1.40K

Mar 31, 26

+1.40K

0.00%

WealthShield Partners, LLC

1.36K

Mar 31, 26

+1.09K

0.00%

VALLEY NATIONAL ADVISERS INC

1.32K

Mar 31, 26

0.00%

Coastline Trust Co

1.15K

Mar 31, 26

-2.72K

0.00%

Westfuller Advisors, LLC

1.15K

Mar 31, 26

+22

0.00%

MONTAG A & ASSOCIATES INC

1.08K

Mar 31, 26

-501

0.00%

Rialto Wealth Management, LLC

1.08K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.07K

Mar 31, 26

-57

0.00%

VSM Wealth Advisory, LLC

1.03K

Mar 31, 26

+67

0.00%

Founders Financial Alliance, LLC

1.03K

Mar 31, 26

+884

0.00%

Legacy Wealth Managment, LLC/ID

1.03K

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

1.02K

Mar 31, 26

+153

0.00%

Cetera Trust Company, N.A

1.00K

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

1.00K

Mar 31, 26

-500

0.00%

Pacifica Partners Inc.

1.00K

Mar 31, 26

0.00%

Truvestments Capital LLC

996

Mar 31, 26

0.00%

Piscataqua Savings Bank

975

Mar 31, 26

+975

0.00%

CALDWELL SUTTER CAPITAL, INC.

943

Mar 31, 26

-95

0.00%

Dynamic Wealth Strategies, LLC

898

Mar 31, 26

+898

0.00%

CHELSEA COUNSEL CO

806

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

803

Mar 31, 26

-424

0.00%

BROWN, LISLE/CUMMINGS, INC.

786

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

750

Mar 31, 26

0.00%

North Star Investment Management Corp.

750

Mar 31, 26

0.00%

Provenance Wealth Advisors, LLC

737

Mar 31, 26

+737

0.00%

Front Row Advisors LLC

705

Mar 31, 26

0.00%

Addison Advisors LLC

650

Mar 31, 26

0.00%

Barnes Dennig Private Wealth Management LLC

615

Mar 31, 26

+615

0.00%

Rossby Financial, LCC

581

Mar 31, 26

+373

0.00%

MOTCO

568

Mar 31, 26

+568

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

550

Mar 31, 26

-12.00K

0.00%

PIN OAK INVESTMENT ADVISORS INC

544

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

520

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

518

Mar 31, 26

+518

0.00%

Financial Management Professionals, Inc.

513

Mar 31, 26

0.00%

VISION FINANCIAL MARKETS LLC

491

Mar 31, 26

-396

0.00%

Avion Wealth

490

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

483

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

479

Mar 31, 26

+479

0.00%

GGM Financials LLC

472

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

457

Mar 31, 26

0.00%

Abound Wealth Management

436

Mar 31, 26

+27

0.00%

Johnson Financial Group, Inc.

415

Mar 31, 26

+415

0.00%

ANGELES WEALTH MANAGEMENT, LLC

400

Mar 31, 26

-3.57K

0.00%

Quest 10 Wealth Builders, Inc.

400

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

400

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

378

Mar 31, 26

+292

0.00%

Global Trust Asset Management, LLC

375

Mar 31, 26

0.00%

CX Institutional

373

Mar 31, 26

-1.11K

0.00%

PITTENGER & ANDERSON INC

362

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

353

Mar 31, 26

0.00%

Capital Investment Counsel, Inc

350

Mar 31, 26

0.00%

Dogwood Wealth Management LLC

331

Mar 31, 26

0.00%

MILLER WEALTH ADVISORS, LLC

330

Mar 31, 26

-52

0.00%

Lodestone Wealth Management LLC

329

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

303

Mar 31, 26

-89

0.00%

Game Plan Financial Advisors, LLC

300

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

285

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

280

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

280

Mar 31, 26

0.00%

Synergy Investment Management, LLC

277

Mar 31, 26

+277

0.00%

Root Financial Partners, LLC

272

Mar 31, 26

-1.39K

0.00%

Financial Network Wealth Advisors LLC

266

Mar 31, 26

+266

0.00%

Lloyd Advisory Services, LLC.

250

Mar 31, 26

+250

0.00%

Kingdom Financial Group LLC.

250

Mar 31, 26

+101

0.00%

Horizon Investments, LLC

228

Mar 31, 26

+111

0.00%

Ameritas Investment Partners, Inc.

212

Mar 31, 26

+212

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

200

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

200

Mar 31, 26

+200

0.00%

SYM FINANCIAL Corp

200

Mar 31, 26

0.00%

Rice Partnership, LLC

200

Mar 31, 26

-249

0.00%

Jackson, Grant Investment Advisers, Inc.

191

Mar 31, 26

0.00%

Lummis Asset Management, LP

163

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

150

Mar 31, 26

0.00%

BESSEMER GROUP INC

145

Mar 31, 26

-20.15K

0.00%

Imprint Wealth LLC

139

Mar 31, 26

-900

0.00%

Investors Research Corp

134

Mar 31, 26

0.00%

Operose Advisors LLC

113

Mar 31, 26

+113

0.00%

Cornerstone Planning Group LLC

101

Mar 31, 26

0.00%

Aspect Partners, LLC

100

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+94

0.00%

Virtus ETF Advisers LLC

Mar 31, 26

+36

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

+80

0.00%

City State Bank

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

+11

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

0.00%

WHITTIER TRUST CO

Mar 31, 26

0.00%

Scarborough Advisors, LLC

Mar 31, 26

+20

0.00%

Crews Bank & Trust

Mar 31, 26

0.00%

Cardinal Strategic Wealth Guidance

Mar 31, 26

+46

0.00%

Park Square Financial Group, LLC

Mar 31, 26

+42

0.00%

Holos Integrated Wealth LLC

Mar 31, 26

+39

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+39

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

0.00%

BIRCHBROOK, INC.

Mar 31, 26

0.00%

Mountain Hill Investment Partners Corp.

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

Mar 31, 26

0.00%

Morse Asset Management, Inc

Mar 31, 26

-1

0.00%

Glass Jacobson Investment Advisors llc

Mar 31, 26

+11

0.00%

Allspring Global Investments Holdings, LLC

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Mar 31, 26

-2

0.00%

Kohmann Bosshard Financial Services, LLC

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

Mar 31, 26

0.00%

Beacon Capital Management, Inc.

Mar 31, 26

0.00%

Burford Brothers, Inc.

Mar 31, 26

-3.52K

SEVEN MILE ADVISORY

Mar 31, 26

-3.52K

NorthRock Partners, LLC

Mar 31, 26

-5.36K

Graney & King, LLC

Mar 31, 26

-600

ATWOOD & PALMER INC

Mar 31, 26

-243

Elyxium Wealth, LLC

Mar 31, 26

-2.28K

Nvest Financial, LLC

Mar 31, 26

-3.93K

Tradewinds, LLC.

Mar 31, 26

-10.24K

Empirical Asset Management, LLC

Mar 31, 26

-62.33K

Greater Midwest Financial Group, LLC

Mar 31, 26

-54.80K

KG&L Capital Management,LLC

Mar 31, 26

-3.95K

Cranbrook Wealth Management, LLC

Mar 31, 26

-34

Delos Wealth Advisors, LLC

Mar 31, 26

-291

Compass Financial Services Inc

Mar 31, 26

-198

Beta Wealth Group, Inc.

Mar 31, 26

-4.30K

Worth Financial Advisory Group, LLC

Mar 31, 26

-66.97K

OneAscent Family Office, LLC

Mar 31, 26

-36.56K

RMG Wealth Management LLC

Mar 31, 26

-2.03K

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-30.96K

ZEGA Investments, LLC

Mar 31, 26

-4.90K

TFB Advisors LLC

Mar 31, 26

-4.17K

eCIO, Inc.

Mar 31, 26

-1.70K

FSA Advisors, Inc.

Mar 31, 26

-18.44K

RIDGECREST WEALTH PARTNERS, LLC

Mar 31, 26

-3.50K

Lifeworks Advisors, LLC

Mar 31, 26

-31.87K

INSIGHT 2811, INC.

Mar 31, 26

-4.11K

Mallini Complete Financial Planning LLC

Mar 31, 26

-5.08K

Coppell Advisory Solutions LLC

Mar 31, 26

-30.00K

Vontobel Holding Ltd.

Mar 31, 26

-3.53K

Miracle Mile Advisors, LLC

Mar 31, 26

-3.88K

Friedenthal Financial

Mar 31, 26

-869

Relyea Zuckerberg Hanson LLC

Mar 31, 26

-4.35K

Tandem Financial, LLC

Mar 31, 26

-13.06K

Blankinship & Foster, LLC

Mar 31, 26

-3.65K

Oregon Pacific Wealth Management, LLC

Mar 31, 26

-6.55K

CERTUITY, LLC

Mar 31, 26

-3.51K

Hamilton Wealth, LLC

Mar 31, 26

-5.09K

Legacy Capital Wealth Partners, LLC

Mar 31, 26

-40.85K

OPINICUS CAPITAL, INC.

Mar 31, 26

-3.75K

THOMPSON DAVIS & CO., INC.

Mar 31, 26

-7.05K

GODSEY & GIBB, INC

Mar 31, 26

-3

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-21

MADDEN SECURITIES Corp

Mar 31, 26

-83.08K

FIRST NATIONAL TRUST CO

Mar 31, 26

-4.04K

HOURGLASS CAPITAL, LLC

Mar 31, 26

-20.15K

Diversify Advisory Services, LLC

Mar 31, 26

-22.88K

Occidental Asset Management, LLC

Mar 31, 26

-3.90K

BankPlus Trust Department

Mar 31, 26

-596

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-855

Clear Harbor Asset Management, LLC

Mar 31, 26

-3.86K

FIRST TRUST ADVISORS LP

Mar 31, 26

-4.91K

Alpine Bank Wealth Management

Mar 31, 26

-102.11K

STALEY CAPITAL ADVISERS INC

Mar 31, 26

-5.34K

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-504

Claris Financial LLC

Mar 31, 26

-3.81K

Navalign, LLC

Mar 31, 26

-2.30K

Providence Capital Advisors, LLC

Mar 31, 26

-452

JANE STREET GROUP, LLC

Mar 31, 26

-848.01K

Tanglewood Wealth Management, Inc.

Mar 31, 26

-7.04K

WOODMONT INVESTMENT COUNSEL LLC

Mar 31, 26

-5.75K

Modera Wealth Management, LLC

Mar 31, 26

-8.16K

SP Asset Management LLC

Mar 31, 26

-5.34K

Renasant Bank

Mar 31, 26

-5.49K

Elevate Capital Advisors, LLC

Mar 31, 26

-6.12K

Accel Wealth Management

Mar 31, 26

-3.87K

Sage Advisory Services, Ltd.Co.

Mar 31, 26

-4.05K

Transamerica Financial Advisors, Inc.

Mar 31, 26

-122

Avalon Trust Co

Mar 31, 26

-800

PEAPACK GLADSTONE FINANCIAL CORP

Mar 31, 26

-6.25K

ORLEANS CAPITAL MANAGEMENT CORP/LA

Mar 31, 26

-8.00K

Clear Point Advisors Inc.

Mar 31, 26

-5.49K

FORTRESS FINANCIAL GROUP, LLC

Mar 31, 26

-5.74K

FNY Investment Advisers, LLC

Mar 31, 26

-500

FIRST COMMUNITY TRUST NA

Mar 31, 26

-146

BRIGHTON JONES LLC

Mar 31, 26

-127.53K

Sarver Vrooman Wealth Advisors

Mar 31, 26

-200

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%

Thomasville National Bank

89.92K

Dec 31, 25

+3.63K

0.01%

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%

Global Retirement Partners, LLC

62.83K

Dec 31, 25

+6.49K

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%

Main Street Financial Solutions, LLC

16.57K

Dec 31, 25

-42.20K

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%

SageView Advisory Group, LLC

5.22K

Dec 31, 25

+725

0.00%

ORG Partners LLC

3.82K

Dec 31, 25

+3.82K

0.00%

SSA SWISS ADVISORS AG

2.66K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

1.12K

Dec 31, 25

+1.12K

0.00%

Nalls Sherbakoff Group, LLC

1.09K

Dec 31, 25

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

TRUST CO OF VERMONT

Dec 31, 25

-940

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%

Glenmede Investment Management, LP

Sep 30, 25

-830

Lion Street Advisors, LLC

Sep 30, 25

-3.90K

NAPA WEALTH MANAGEMENT

Sep 30, 25

-7.79K

Moloney Securities Asset Management, LLC

Sep 30, 25

-4.86K

AVANTAX ADVISORY SERVICES, INC.

1.22M

Jun 30, 25

+26.41K

0.15%

Atria Wealth Solutions, Inc.

507.45K

Jun 30, 25

-853.33K

0.06%

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%

Financial Gravity Companies, Inc.

3.50K

Jun 30, 25

+3.50K

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%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-163.22K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-115

Fernwood Investment Management, LLC

Dec 31, 24

-5.48K

Raymond James Financial Services Advisors, Inc.

3.01M

Sep 30, 24

+112.40K

0.38%

RAYMOND JAMES & ASSOCIATES

2.09M

Sep 30, 24

-333.32K

0.26%

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

0.18%

Ten Capital Wealth Advisors, LLC

449.85K

Jun 30, 23

-13.10K

0.06%

Financial Architects, Inc

354.12K

Jun 30, 23

+22.56K

0.04%

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%

VALLEY FINANCIAL MANAGEMENT, INC.

Jun 30, 23

-1.14K

BerganKDV Wealth Management, LLC

Jun 30, 23

-186

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%