PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI)

$51.62—Stale · unknown old

Chart

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI)

NYSE • Last print unknown ago

$51.62—Stale · unknown old

Chart Studio

MUNI(MUNI)

MUNI

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 563 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.14M	Jun 30, 26	+448.61K	6.93%
MORGAN STANLEY	3.73M	Jun 30, 26	+189.59K	6.25%
WELLS FARGO & COMPANY/MN	2.81M	Jun 30, 26	+324.84K	4.71%
LPL Financial LLC	2.50M	Jun 30, 26	+270.24K	4.19%
WCG Wealth Advisors LLC	1.36M	Jun 30, 26	+396.85K	2.28%
JPMORGAN CHASE & CO	1.12M	Jun 30, 26	+16.50K	1.88%
RAYMOND JAMES FINANCIAL INC	936.24K	Jun 30, 26	+184.67K	1.57%
ENVESTNET ASSET MANAGEMENT INC	897.48K	Jun 30, 26	-12.20K	1.50%
Cetera Investment Advisers	852.78K	Jun 30, 26	+64.36K	1.43%
UBS Group AG	762.04K	Jun 30, 26	+54.37K	1.28%
HighTower Advisors, LLC	699.04K	Jun 30, 26	+73.90K	1.17%
THRIVENT FINANCIAL FOR LUTHERANS	656.61K	Jun 30, 26	+40.92K	1.10%
Stonebridge Financial Group, LLC	627.23K	Jun 30, 26	+19.46K	1.05%
NewEdge Advisors, LLC	595.08K	Jun 30, 26	+83.82K	1.00%
Colony Group, LLC	571.90K	Jun 30, 26	+569.92K	0.96%
Dynasty Wealth Management, LLC	546.69K	Jun 30, 26	-45.50K	0.92%
MBL Wealth, LLC	505.31K	Jun 30, 26	+29.48K	0.85%
STIFEL FINANCIAL CORP	493.63K	Jun 30, 26	+65.87K	0.83%
Larson Financial Group LLC	488.07K	Jun 30, 26	+77.83K	0.82%
Capital Analysts, LLC	455.35K	Jun 30, 26	+25.93K	0.76%
ROYAL BANK OF CANADA	417.32K	Jun 30, 26	+63.14K	0.70%
ADVISOR GROUP HOLDINGS, INC.	412.97K	Jun 30, 26	+131.93K	0.69%
Quotient Wealth Partners, LLC	382.66K	Jun 30, 26	+37.17K	0.64%
DAVIS R M INC	375.37K	Jun 30, 26	+40.91K	0.63%
JONES FINANCIAL COMPANIES LLLP	374.30K	Jun 30, 26	+109.52K	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	357.32K	Jun 30, 26	+19.47K	0.60%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	354.23K	Jun 30, 26	+137.28K	0.59%
PW ADVISORS, LLC \ FL	317.62K	Jun 30, 26	+30.92K	0.53%
Wealth Alliance Advisory Group, LLC	309.06K	Jun 30, 26	+8.61K	0.52%
Clearstead Advisors, LLC	297.60K	Jun 30, 26	+24.38K	0.50%
TRUIST FINANCIAL CORP	255.84K	Jun 30, 26	-34	0.43%
Vise Technologies, Inc.	251.56K	Jun 30, 26	+251.56K	0.42%
Cambridge Investment Research Advisors, Inc.	241.75K	Jun 30, 26	+32.19K	0.40%
XY Planning Network, Inc.	234.38K	Jun 30, 26	+17.40K	0.39%
Austin Wealth Management, LLC	231.54K	Jun 30, 26	-12.40K	0.39%
Beacon Pointe Advisors, LLC	226.89K	Jun 30, 26	+25.62K	0.38%
Kestra Investment Management, LLC	224.49K	Jun 30, 26	+35.61K	0.38%
MML INVESTORS SERVICES, LLC	214.69K	Jun 30, 26	+23.06K	0.36%
Crestmont Private Wealth LLC	212.40K	Jun 30, 26	+12.01K	0.36%
Avantax Planning Partners, Inc.	211.13K	Jun 30, 26	-4.75K	0.35%
Benchmark Financial Wealth Advisors, LLC	208.45K	Jun 30, 26	-18.07K	0.35%
AE Wealth Management LLC	206.17K	Jun 30, 26	+128.14K	0.35%
Prosperity Consulting Group, LLC	204.82K	Jun 30, 26	+24.07K	0.34%
Integrated Wealth Concepts LLC	197.10K	Jun 30, 26	+75.67K	0.33%
Dakota Wealth Management	191.51K	Jun 30, 26	+13.66K	0.32%
Morton Brown Family Wealth, LLC	189.85K	Jun 30, 26	+9.21K	0.32%
Flagstone Financial Management	187.77K	Jun 30, 26	+21.70K	0.31%
DAYMARK WEALTH PARTNERS, LLC	185.95K	Jun 30, 26	+174.84K	0.31%
TD Capital Management LLC	169.01K	Jun 30, 26	+13.33K	0.28%
FOSTER & MOTLEY INC	166.95K	Jun 30, 26	+25.26K	0.28%
MAI Capital Management	166.34K	Jun 30, 26	-266	0.28%
SAGESPRING WEALTH PARTNERS, LLC	162.87K	Jun 30, 26	-18.98K	0.27%
Smith Partners Wealth Management, LLC	159.13K	Jun 30, 26	+77.63K	0.27%
McNamara Financial Services, Inc.	158.73K	Jun 30, 26	+20.72K	0.27%
Equita Financial Network, Inc.	156.74K	Jun 30, 26	+9.89K	0.26%
ESG Planning	156.04K	Jun 30, 26	-16.91K	0.26%
Mariner, LLC	152.07K	Jun 30, 26	+31.05K	0.25%
Waverly Advisors, LLC	147.44K	Jun 30, 26	+91.49K	0.25%
Bleakley Financial Group, LLC	146.94K	Jun 30, 26	+3.42K	0.25%
BAILARD, INC.	141.83K	Jun 30, 26	-48.80K	0.24%
Kestra Advisory Services, LLC	141.06K	Jun 30, 26	+29.96K	0.24%
Spartan Wealth Advisory Services LLC	140.40K	Jun 30, 26	+1.30K	0.24%
JANE STREET GROUP, LLC	140.05K	Jun 30, 26	-116.91K	0.23%
Newman Dignan & Sheerar, Inc.	139.30K	Jun 30, 26	+12.45K	0.23%
ERn Financial, LLC	138.16K	Jun 30, 26	+3.03K	0.23%
SAXON INTERESTS, INC.	136.93K	Jun 30, 26	+8.36K	0.23%
Elyxium Wealth, LLC	136.83K	Jun 30, 26	+23.24K	0.23%
Legacy Private Trust Co.	136.02K	Jun 30, 26	+52.61K	0.23%
Shotwell Rutter Baer Inc	134.83K	Jun 30, 26	-3.99K	0.23%
Avant Financial Advisors LLC	133.89K	Jun 30, 26	+5.93K	0.22%
Atlantic Union Bankshares Corp	132.50K	Jun 30, 26	-7.01K	0.22%
Rehmann Capital Advisory Group	130.14K	Jun 30, 26	-25.75K	0.22%
Creative Planning	127.98K	Jun 30, 26	+2.81K	0.21%
GENESIS PRIVATE WEALTH, LLC	126.47K	Jun 30, 26	+9.06K	0.21%
Goelzer Investment Management, Inc.	126.16K	Jun 30, 26	-15.39K	0.21%
True North Advisors, LLC	123.92K	Jun 30, 26	+1.88K	0.21%
Resonant Capital Advisors, LLC	121.56K	Jun 30, 26	+121.56K	0.20%
Certified Advisory Corp	118.54K	Jun 30, 26	+3.99K	0.20%
Equitable Holdings, Inc.	116.50K	Jun 30, 26	+231	0.20%
PACES FERRY WEALTH ADVISORS, LLC	114.35K	Jun 30, 26	--	0.19%
Financial Synergies Wealth Advisors, Inc.	113.64K	Jun 30, 26	+1.86K	0.19%
Cerity Partners LLC	111.96K	Jun 30, 26	+2.09K	0.19%
Lido Advisors, LLC	108.80K	Jun 30, 26	-1.80K	0.18%
Baird Financial Group, Inc.	106.57K	Jun 30, 26	+2.94K	0.18%
Belpointe Asset Management LLC	103.37K	Jun 30, 26	+28.10K	0.17%
Fermata Advisors, LLC	102.53K	Jun 30, 26	-12.15K	0.17%
Bank of New York Mellon Corp	101.75K	Jun 30, 26	+23.52K	0.17%
RENAISSANCE TECHNOLOGIES LLC	100.89K	Jun 30, 26	+70.44K	0.17%
Fortis Capital Advisors, LLC	98.23K	Jun 30, 26	+22.97K	0.16%
Sixth Street Partners Management Company, L.P.	96.98K	Jun 30, 26	+96.98K	0.16%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	96.98K	Jun 30, 26	-2.15K	0.16%
Sequoia Financial Advisors, LLC	92.58K	Jun 30, 26	-5.91K	0.16%
BCS Wealth Management	92.54K	Jun 30, 26	-2.01K	0.15%
Kelman-Lazarov, Inc.	91.06K	Jun 30, 26	+1.71K	0.15%
CITADEL ADVISORS LLC	89.05K	Jun 30, 26	+19.73K	0.15%
Private Advisor Group, LLC	86.87K	Jun 30, 26	+3.82K	0.15%
McKinley Carter Wealth Services, Inc.	81.39K	Jun 30, 26	-1.07K	0.14%
GAMMA Investing LLC	80.04K	Jun 30, 26	+11.18K	0.13%
FORVIS Wealth Advisors, LLC	77.81K	Jun 30, 26	+38	0.13%
Kingsview Wealth Management, LLC	76.94K	Jun 30, 26	-3.15K	0.13%
KEYVANTAGE WEALTH, LLC	74.24K	Jun 30, 26	-45.49K	0.12%
Allworth Financial LP	72.81K	Jun 30, 26	-35.35K	0.12%
Smartleaf Asset Management LLC	72.54K	Jun 30, 26	--	0.12%
BTG Pactual Asset Management US LLC	71.99K	Jun 30, 26	+2.64K	0.12%
Steward Partners Investment Advisory, LLC	70.94K	Jun 30, 26	+2.12K	0.12%
BRANDYWINE OAK PRIVATE WEALTH LLC	70.79K	Jun 30, 26	-2.35K	0.12%
PAX Financial Group, LLC	70.79K	Jun 30, 26	+3.88K	0.12%
Uniting Wealth Partners, LLC	70.25K	Jun 30, 26	+36.28K	0.12%
Sanctuary Advisors, LLC	70.10K	Jun 30, 26	+11.01K	0.12%
STEPH & CO	69.83K	Jun 30, 26	+497	0.12%
Farther Finance Advisors, LLC	69.18K	Jun 30, 26	+7.62K	0.12%
VestGen Advisors, LLC	68.92K	Jun 30, 26	-1.97K	0.12%
Vestmark Advisory Solutions, Inc.	67.83K	Jun 30, 26	+8.57K	0.11%
XML Financial, LLC	66.80K	Jun 30, 26	+11.94K	0.11%
WNY Asset Management, LLC	66.68K	Jun 30, 26	-18.85K	0.11%
Sterling Investment Advisors, Ltd.	65.70K	Jun 30, 26	+20.00K	0.11%
MCCARTER PRIVATE WEALTH SERVICES LLC	65.51K	Jun 30, 26	+65.51K	0.11%
Arkadios Wealth Advisors	65.08K	Jun 30, 26	+24.47K	0.11%
Janney Montgomery Scott LLC	64.37K	Jun 30, 26	+64.37K	0.11%
Paulson Wealth Management Inc.	64.16K	Jun 30, 26	-4.49K	0.11%
Hanson & Doremus Investment Management	63.54K	Jun 30, 26	-518	0.11%
Stratos Wealth Partners, LTD.	63.34K	Jun 30, 26	+4.12K	0.11%
RFG Advisory, LLC	62.39K	Jun 30, 26	+30.76K	0.10%
Sand Hill Global Advisors, LLC	62.34K	Jun 30, 26	-403	0.10%
Arrowroot Family Office, LLC	62.14K	Jun 30, 26	+446	0.10%
Intrua Financial, LLC	61.09K	Jun 30, 26	-3.81K	0.10%
Smart Money Group LLC	60.90K	Jun 30, 26	+3.62K	0.10%
Stokes Capital Advisors, LLC	60.25K	Jun 30, 26	+11.15K	0.10%
Landmark Wealth Management, LLC	60.15K	Jun 30, 26	+3.21K	0.10%
Beacon Capital Management, Inc.	60.00K	Jun 30, 26	--	0.10%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	59.88K	Jun 30, 26	+13.08K	0.10%
SageView Advisory Group, LLC	58.86K	Jun 30, 26	+481	0.10%
GGM Financials LLC	58.58K	Jun 30, 26	+11.01K	0.10%
Cercano Management LLC	57.92K	Jun 30, 26	--	0.10%
Buck Wealth Strategies, LLC	57.40K	Jun 30, 26	+25.79K	0.10%
Taylor & Morgan Wealth Management, LLC	56.33K	Jun 30, 26	--	0.09%
AMERIPRISE FINANCIAL INC	55.99K	Jun 30, 26	+51.75K	0.09%
ENTREWEALTH, LLC	55.94K	Jun 30, 26	+6.27K	0.09%
Econ Financial Services Corp	54.77K	Jun 30, 26	+18.33K	0.09%
Ausdal Financial Partners, Inc.	54.71K	Jun 30, 26	+1.86K	0.09%
Manske Wealth Management	53.87K	Jun 30, 26	+7.71K	0.09%
Clarity Wealth Development LLC	53.36K	Jun 30, 26	+14.17K	0.09%
Diversified Portfolios, Inc.	53.35K	Jun 30, 26	+48.41K	0.09%
Koshinski Asset Management, Inc.	53.12K	Jun 30, 26	+1.47K	0.09%
CreativeOne Wealth, LLC	52.47K	Jun 30, 26	-1.78K	0.09%
Vertex Planning Partners, LLC	52.02K	Jun 30, 26	+6.20K	0.09%
CERTIOR FINANCIAL GROUP, LLC	51.97K	Jun 30, 26	+4.46K	0.09%
Wayfinding Financial, LLC	51.72K	Jun 30, 26	+3.47K	0.09%
CarsonAllaria Wealth Management, Ltd.	51.40K	Jun 30, 26	-11.98K	0.09%
Summit Financial, LLC	50.74K	Jun 30, 26	+27.27K	0.08%
Higgins & Schmidt Wealth Strategies LLC	50.65K	Jun 30, 26	-3.59K	0.08%
EP Wealth Advisors, LLC	50.01K	Jun 30, 26	+35.36K	0.08%
Onyx Bridge Wealth Group LLC	49.88K	Jun 30, 26	-1.74K	0.08%
VIAWEALTH, LLC	49.84K	Jun 30, 26	-1.40K	0.08%
Opal Wealth Advisors, LLC	47.53K	Jun 30, 26	-84	0.08%
Paladin Advisory Group, LLC	47.37K	Jun 30, 26	-118	0.08%
Brinker Capital Investments, LLC	46.70K	Jun 30, 26	-2.04K	0.08%
Mount Yale Investment Advisors, LLC	46.47K	Jun 30, 26	+6.44K	0.08%
Cedar Point Capital Partners, LLC	45.57K	Jun 30, 26	-247	0.08%
NATIXIS ADVISORS, L.P.	45.50K	Jun 30, 26	+19.57K	0.08%
INSPIRION WEALTH ADVISORS, LLC	45.06K	Jun 30, 26	+1.35K	0.08%
GeoWealth Management, LLC	43.43K	Jun 30, 26	+27.64K	0.07%
IAM Advisory, LLC	42.62K	Jun 30, 26	+432	0.07%
Elequin Securities, LLC	41.23K	Jun 30, 26	+41.23K	0.07%
STALEY CAPITAL ADVISERS INC	41.00K	Jun 30, 26	-1.70K	0.07%
Visionary Wealth Advisors	40.80K	Jun 30, 26	-3.51K	0.07%
Financial Engines Advisors L.L.C.	40.60K	Jun 30, 26	+1.85K	0.07%
Pensionmark Financial Group, LLC	40.29K	Jun 30, 26	--	0.07%
Breakwater Capital Group	39.87K	Jun 30, 26	+739	0.07%
Curran Financial Partners, LLC	39.36K	Jun 30, 26	+16.64K	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	39.26K	Jun 30, 26	-4.39K	0.07%
Patten Group, Inc.	39.17K	Jun 30, 26	-2.67K	0.07%
Flagship Private Wealth, LLC	38.32K	Jun 30, 26	-5.31K	0.06%
Triad Wealth Partners, LLC	38.05K	Jun 30, 26	+4.45K	0.06%
FLPUTNAM INVESTMENT MANAGEMENT CO	37.97K	Jun 30, 26	+31.42K	0.06%
Wealth Enhancement Trust Services, Inc.	37.68K	Jun 30, 26	+1.62K	0.06%
VAQUERO PRIVATE WEALTH, LTD	37.55K	Jun 30, 26	+37.55K	0.06%
MBE Wealth Management, LLC	37.35K	Jun 30, 26	+4.89K	0.06%
HighPoint Advisor Group LLC	37.30K	Jun 30, 26	-1.93K	0.06%
Financial Planning Navigators CORP	36.91K	Jun 30, 26	+3.52K	0.06%
Centennial Bank/AR/	36.23K	Jun 30, 26	+10.54K	0.06%
Alpha Financial Partners, LLC	35.99K	Jun 30, 26	-1.01K	0.06%
Geneos Wealth Management Inc.	35.90K	Jun 30, 26	+12.05K	0.06%
WBH ADVISORY INC	35.51K	Jun 30, 26	--	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	34.92K	Jun 30, 26	+9.80K	0.06%
SRS Capital Advisors, Inc.	34.25K	Jun 30, 26	+34.25K	0.06%
LiftPoint Family Wealth Advisors LLC	33.89K	Jun 30, 26	+1.35K	0.06%
Bravera Wealth	33.61K	Jun 30, 26	+16.36K	0.06%
Williams & Novak, LLC	33.31K	Jun 30, 26	-475	0.06%
MERCER GLOBAL ADVISORS INC /ADV	32.45K	Jun 30, 26	+22.70K	0.05%
Carrera Capital Advisors	32.18K	Jun 30, 26	+4.47K	0.05%
Carolina Wealth Management Inc	31.68K	Jun 30, 26	+31.68K	0.05%
PRIVATE TRUST CO NA	30.75K	Jun 30, 26	+3.60K	0.05%
HBW Advisory Services LLC	30.11K	Jun 30, 26	-4.27K	0.05%
BAM Wealth Management, LLC	29.77K	Jun 30, 26	+10.59K	0.05%
Kuhn & Co Investment Counsel	29.68K	Jun 30, 26	+1.73K	0.05%
Cornerstone Wealth Management, LLC	29.66K	Jun 30, 26	-1.15K	0.05%
Westside Investment Management, Inc.	29.29K	Jun 30, 26	-1.10K	0.05%
Valmark Advisers, Inc.	29.25K	Jun 30, 26	--	0.05%
Ameritas Investment Partners, Inc.	28.68K	Jun 30, 26	+2.78K	0.05%
Buckingham Strategic Partners	28.53K	Jun 30, 26	-36	0.05%
Oak Wealth Advisors LLC	28.33K	Jun 30, 26	+6.02K	0.05%
W.H. Cornerstone Investments Inc.	28.29K	Jun 30, 26	+1.50K	0.05%
Concurrent Investment Advisors, LLC	27.98K	Jun 30, 26	+1.82K	0.05%
Prestige Wealth Management Group LLC	27.46K	Jun 30, 26	-7.45K	0.05%
McAdam, LLC	27.21K	Jun 30, 26	-2.10K	0.05%
Aviance Capital Partners, LLC	26.75K	Jun 30, 26	-5.38K	0.04%
Pure Financial Advisors, LLC	26.55K	Jun 30, 26	+4.60K	0.04%
Advyzon Investment Management, LLC	26.48K	Jun 30, 26	-6.06K	0.04%
Fortitude Financial, LLC	26.46K	Jun 30, 26	-4.94K	0.04%
Main Street Financial Solutions, LLC	25.83K	Jun 30, 26	+8.89K	0.04%
PRAIRIEVIEW WEALTH PARTNERS, LLC	25.76K	Jun 30, 26	+4.09K	0.04%
Bragg Financial Advisors, Inc	25.46K	Jun 30, 26	+13.47K	0.04%
YHB Investment Advisors, Inc.	25.24K	Jun 30, 26	-4.54K	0.04%
Legacy Financial Advisors, Inc.	24.73K	Jun 30, 26	-575	0.04%
Apella Capital, LLC	24.57K	Jun 30, 26	+3.45K	0.04%
LifeGoal Wealth Advisors	24.47K	Jun 30, 26	+124	0.04%
Resources Investment Advisors, LLC.	24.37K	Jun 30, 26	-3.22K	0.04%
APS Management Group, Inc.	24.30K	Jun 30, 26	+5.36K	0.04%
GRIMES & COMPANY, INC.	24.02K	Jun 30, 26	+4.19K	0.04%
SeaCrest Wealth Management, LLC	23.68K	Jun 30, 26	+95	0.04%
VICUS CAPITAL	23.48K	Jun 30, 26	+3.72K	0.04%
Rockport Wealth LLC	23.48K	Jun 30, 26	-312	0.04%
Aprio Wealth Management, LLC	22.93K	Jun 30, 26	+22.93K	0.04%
Smith Thornton Advisors LLC	22.89K	Jun 30, 26	+42	0.04%
Inspire Advisors, LLC	22.77K	Jun 30, 26	+186	0.04%
JOHNSON INVESTMENT COUNSEL INC	22.62K	Jun 30, 26	--	0.04%
Hobart Private Capital, LLC	22.52K	Jun 30, 26	+18.59K	0.04%
Barnes Wealth Management Group, Inc	22.43K	Jun 30, 26	+2.29K	0.04%
CFS Investment Advisory Services, LLC	22.11K	Jun 30, 26	+5.39K	0.04%
Entelevest, LLC	21.60K	Jun 30, 26	+3.13K	0.04%
Freedom Financial Partners LLC	21.39K	Jun 30, 26	-1.87K	0.04%
Noble Wealth Partners LLC	21.11K	Jun 30, 26	+21.11K	0.04%
Signet Investment Advisory Group, Inc.	20.90K	Jun 30, 26	+500	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.61K	Jun 30, 26	+5.75K	0.03%
IFG Advisory, LLC	20.38K	Jun 30, 26	+20.38K	0.03%
CULLEN/FROST BANKERS, INC.	20.37K	Jun 30, 26	+16.66K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	20.30K	Jun 30, 26	+142	0.03%
Team Hewins, LLC	19.92K	Jun 30, 26	--	0.03%
FIFTH THIRD BANCORP	19.75K	Jun 30, 26	-3.82K	0.03%
Kooman & Associates	19.38K	Jun 30, 26	+475	0.03%
Midwest Financial Group LLC	19.01K	Jun 30, 26	+1.02K	0.03%
Summit Financial Consulting LLC	18.78K	Jun 30, 26	+467	0.03%
ASSETMARK, INC	18.73K	Jun 30, 26	+4.58K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	18.72K	Jun 30, 26	+907	0.03%
Revisor Wealth Management LLC	18.68K	Jun 30, 26	+1.10K	0.03%
Objective Capital Management, LLC	18.67K	Jun 30, 26	+2.02K	0.03%
Advisory Services Network, LLC	18.67K	Jun 30, 26	+9.45K	0.03%
Goodwin Investment Advisory	18.56K	Jun 30, 26	-388	0.03%
Ameritas Advisory Services, LLC	18.52K	Jun 30, 26	+18.52K	0.03%
Magnolia Private Wealth, LLC	18.43K	Jun 30, 26	-205	0.03%
Beckerman Institutional, LLC	18.35K	Jun 30, 26	+3.38K	0.03%
Focus Financial Network, Inc.	18.30K	Jun 30, 26	+6.72K	0.03%
PETRA FINANCIAL ADVISORS INC	17.93K	Jun 30, 26	+15	0.03%
Rockefeller Capital Management L.P.	17.83K	Jun 30, 26	-277	0.03%
One Capital Management, LLC	17.70K	Jun 30, 26	--	0.03%
Brady Martz Wealth Solutions, LLC	17.64K	Jun 30, 26	-641	0.03%
Kings Path Partners LLC	17.41K	Jun 30, 26	--	0.03%
Nuveen, LLC	17.14K	Jun 30, 26	+17.14K	0.03%
Oakwell Private Wealth Management, LLC	16.73K	Jun 30, 26	--	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	16.58K	Jun 30, 26	+550	0.03%
Fragasso Group Inc.	16.46K	Jun 30, 26	--	0.03%
SFG Wealth Management, LLC.	16.46K	Jun 30, 26	+16.46K	0.03%
Gilman Hill Asset Management, LLC	16.03K	Jun 30, 26	--	0.03%
Transcendent Capital Group LLC	15.89K	Jun 30, 26	-221	0.03%
Princeton Global Asset Management LLC	15.72K	Jun 30, 26	-1.77K	0.03%
MISSION WEALTH MANAGEMENT, LP	15.40K	Jun 30, 26	+3.48K	0.03%
FIRST TRUST ADVISORS LP	15.06K	Jun 30, 26	-36	0.03%
FINANCIAL DISCOVERY GROUP INC	14.89K	Jun 30, 26	+1.02K	0.02%
Tortoise Investment Management, LLC	14.69K	Jun 30, 26	-1.20K	0.02%
CAPTRUST FINANCIAL ADVISORS	14.21K	Jun 30, 26	+1.29K	0.02%
PFG Advisors	14.18K	Jun 30, 26	-902	0.02%
Syverson Strege & Co	14.18K	Jun 30, 26	-874	0.02%
Duncan Williams Asset Management, LLC	14.13K	Jun 30, 26	-8.89K	0.02%
Mallini Complete Financial Planning LLC	14.10K	Jun 30, 26	--	0.02%
CLEAR INVESTMENT RESEARCH, LLC	13.98K	Jun 30, 26	+1.54K	0.02%
CI Private Wealth, LLC	13.80K	Jun 30, 26	+5.62K	0.02%
Marshall Financial Group LLC	13.72K	Jun 30, 26	--	0.02%
Madison Wealth Partners, Inc	13.36K	Jun 30, 26	-61	0.02%
Main Line Retirement Advisors, LLC	13.25K	Jun 30, 26	+55	0.02%
Bedel Financial Consulting, Inc.	12.94K	Jun 30, 26	--	0.02%
Sigma Planning Corp	12.92K	Jun 30, 26	+6.45K	0.02%
FreeGulliver LLC	12.92K	Jun 30, 26	+7.92K	0.02%
AVAII WEALTH MANAGEMENT, LLC	12.86K	Jun 30, 26	-373	0.02%
MORRIS FINANCIAL CONCEPTS, INC.	12.74K	Jun 30, 26	+1.16K	0.02%
Dynamic Advisor Solutions LLC	12.57K	Jun 30, 26	-7.34K	0.02%
HOWARD WEALTH MANAGEMENT, LLC	12.52K	Jun 30, 26	+664	0.02%
Friday Financial	12.47K	Jun 30, 26	+2.20K	0.02%
Gladstone Institutional Advisory LLC	12.35K	Jun 30, 26	+793	0.02%
DAVENPORT & Co LLC	11.95K	Jun 30, 26	+920	0.02%
Pinnacle Financial Partners, Inc.	11.79K	Jun 30, 26	-1.27K	0.02%
Perigon Wealth Management, LLC	11.79K	Jun 30, 26	-445	0.02%
Avestar Capital, LLC	11.63K	Jun 30, 26	--	0.02%
Kendall Capital Management	11.60K	Jun 30, 26	--	0.02%
Financial Designs Corp	11.36K	Jun 30, 26	--	0.02%
PRINCIPAL SECURITIES, INC.	10.81K	Jun 30, 26	+4.92K	0.02%
CORA CAPITAL ADVISORS LLC	10.70K	Jun 30, 26	-8.39K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	10.70K	Jun 30, 26	-52	0.02%
BARNES PETTEY FINANCIAL ADVISORS, LLC	10.63K	Jun 30, 26	+87	0.02%
RMB Capital Management, LLC	10.57K	Jun 30, 26	--	0.02%
Destiny Wealth Partners, LLC	10.53K	Jun 30, 26	-8.25K	0.02%
Hobbs Group Advisors, LLC	10.43K	Jun 30, 26	+690	0.02%
Merit Financial Group, LLC	10.42K	Jun 30, 26	-4.31K	0.02%
CVFG LLC	10.17K	Jun 30, 26	+50	0.02%
Hershey Financial Advisers, LLC	10.08K	Jun 30, 26	-998	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	9.88K	Jun 30, 26	--	0.02%
Astoria Portfolio Advisors LLC.	9.88K	Jun 30, 26	+1.24K	0.02%
Envestnet Portfolio Solutions, Inc.	9.77K	Jun 30, 26	+67	0.02%
Optimus Capital Advisors, LLC	9.50K	Jun 30, 26	--	0.02%
REAP Financial Group, LLC	9.40K	Jun 30, 26	-32	0.02%
Gradient Investments LLC	9.34K	Jun 30, 26	+353	0.02%
Tower Research Capital LLC (TRC)	9.08K	Jun 30, 26	-10.84K	0.02%
Prospera Financial Services Inc	9.05K	Jun 30, 26	+886	0.02%
Redhawk Wealth Advisors, Inc.	8.86K	Jun 30, 26	+8.86K	0.01%
National Wealth Management Group, LLC	8.84K	Jun 30, 26	+4.41K	0.01%
Balance Wealth, LLC	8.81K	Jun 30, 26	+1.08K	0.01%
Jeter Robert S II	8.67K	Jun 30, 26	-123	0.01%
Biltmore Wealth Management, LLC	8.60K	Jun 30, 26	-3.33K	0.01%
IHT Wealth Management, LLC	8.57K	Jun 30, 26	+1.00K	0.01%
CAMBRIDGE CAPITAL MANAGEMENT, LLC	8.52K	Jun 30, 26	+150	0.01%
Regal Investment Advisors LLC	8.51K	Jun 30, 26	-182	0.01%
Betterment LLC	8.48K	Jun 30, 26	+536	0.01%
PUREfi Wealth, LLC	8.46K	Jun 30, 26	-7.61K	0.01%
Christensen, King & Associates Investment Services, Inc.	8.37K	Jun 30, 26	--	0.01%
BENJAMIN EDWARDS INC	8.32K	Jun 30, 26	+3.42K	0.01%
Seneca House Advisors	7.91K	Jun 30, 26	-20.13K	0.01%
Lineweaver Wealth Advisors, LLC	7.89K	Jun 30, 26	+7.89K	0.01%
Clear Creek Financial Management, LLC	7.77K	Jun 30, 26	-437	0.01%
VISTA INVESTMENT MANAGEMENT	7.59K	Jun 30, 26	--	0.01%
ROCKLAND TRUST CO	7.48K	Jun 30, 26	--	0.01%
Archford Capital Strategies, LLC	7.48K	Jun 30, 26	--	0.01%
COZAD ASSET MANAGEMENT INC	7.45K	Jun 30, 26	+190	0.01%
1900 WEALTH MANAGEMENT LLC	7.43K	Jun 30, 26	+399	0.01%
VALLEY NATIONAL ADVISERS INC	7.40K	Jun 30, 26	+1.92K	0.01%
Steel Peak Wealth Management LLC	7.40K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	7.36K	Jun 30, 26	+982	0.01%
HARBOUR INVESTMENTS, INC.	7.33K	Jun 30, 26	+1.19K	0.01%
SHUFRO ROSE & CO LLC	7.23K	Jun 30, 26	+7.23K	0.01%
OakTrust Wealth Advisors, LLC	7.12K	Jun 30, 26	+3.16K	0.01%
Vantage Point Financial LLC	7.11K	Jun 30, 26	+385	0.01%
Ashton Thomas Private Wealth, LLC	7.03K	Jun 30, 26	-7.89K	0.01%
D.A. DAVIDSON & CO.	6.92K	Jun 30, 26	+14	0.01%
Atlas Legacy Advisors, LLC	6.88K	Jun 30, 26	-306	0.01%
J. Mark Nickell & Co.	6.88K	Jun 30, 26	+282	0.01%
BIP Wealth, LLC	6.86K	Jun 30, 26	+844	0.01%
Private Wealth Group, LLC	6.57K	Jun 30, 26	+1.19K	0.01%
CAHILL FINANCIAL ADVISORS INC	6.53K	Jun 30, 26	--	0.01%
Quantinno Capital Management LP	6.51K	Jun 30, 26	-112	0.01%
Advisor OS, LLC	6.31K	Jun 30, 26	+1.50K	0.01%
NewSquare Capital LLC	6.16K	Jun 30, 26	+148	0.01%
Burford Brothers, Inc.	6.15K	Jun 30, 26	--	0.01%
NWF Advisory Services Inc.	6.08K	Jun 30, 26	+50	0.01%
BYRNE FINANCIAL FREEDOM, LLC	6.07K	Jun 30, 26	+120	0.01%
GWN SECURITIES INC.	6.05K	Jun 30, 26	+315	0.01%
CAPITAL ADVISORS INC/OK	6.04K	Jun 30, 26	+6.04K	0.01%
Worth Asset Management, LLC	5.96K	Jun 30, 26	--	0.01%
RITHOLTZ WEALTH MANAGEMENT	5.91K	Jun 30, 26	-84	0.01%
Bond & Devick Financial Network, Inc.	5.84K	Jun 30, 26	-1.32K	0.01%
ALTFEST L J & CO INC	5.81K	Jun 30, 26	+1.01K	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	5.80K	Jun 30, 26	+37	0.01%
Modern Wealth Management, LLC	5.75K	Jun 30, 26	+1.69K	0.01%
Miracle Mile Advisors, LLC	5.74K	Jun 30, 26	+6	0.01%
Professional Financial Advisors, LLC	5.72K	Jun 30, 26	+645	0.01%
Seaside Wealth Management, Inc.	5.72K	Jun 30, 26	--	0.01%
Clear Point Advisors Inc.	5.69K	Jun 30, 26	+5.69K	0.01%
Clark Asset Management, LLC	5.68K	Jun 30, 26	--	0.01%
Hutchens & Kramer Investment Management Group, LLC	5.58K	Jun 30, 26	+684	0.01%
WRAPMANAGER INC	5.57K	Jun 30, 26	+5.57K	0.01%
Commonwealth Retirement Investments LLC	5.50K	Jun 30, 26	--	0.01%
Walleye Partners, LLC	5.39K	Jun 30, 26	+1.37K	0.01%
MILESTONE ASSET MANAGEMENT, LLC	5.37K	Jun 30, 26	--	0.01%
Provenance Wealth Advisors, LLC	5.37K	Jun 30, 26	+2.38K	0.01%
M&T BANK CORP	5.28K	Jun 30, 26	--	0.01%
Cyndeo Wealth Partners, LLC	5.25K	Jun 30, 26	+27	0.01%
Mutual Advisors, LLC	5.21K	Jun 30, 26	+2	0.01%
VisionPoint Advisory Group, LLC	5.21K	Jun 30, 26	+5.21K	0.01%
COMMERCE BANK	5.20K	Jun 30, 26	-1.05K	0.01%
Powers Advisory Group, LLC	5.20K	Jun 30, 26	+32	0.01%
BRIGHT FINANCIAL ADVISORS, INC.	5.13K	Jun 30, 26	-812	0.01%
Stratos Wealth Advisors, LLC	5.11K	Jun 30, 26	-18	0.01%
L.K. Benson & Company, P.C.	4.83K	Jun 30, 26	+40	0.01%
DecisionMap Wealth Management, LLC	4.83K	Jun 30, 26	+509	0.01%
StoneX Group Inc.	4.76K	Jun 30, 26	-19	0.01%
Fidelis Capital Partners, LLC	4.76K	Jun 30, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	4.74K	Jun 30, 26	--	0.01%
Goldstein Advisors, LLC	4.74K	Jun 30, 26	+714	0.01%
IMG Wealth Management, Inc.	4.67K	Jun 30, 26	+2.15K	0.01%
Legacy Edge Advisors, LLC	4.63K	Jun 30, 26	-130	0.01%
Key FInancial Inc	4.58K	Jun 30, 26	--	0.01%
Cadent Capital Advisors, LLC	4.49K	Jun 30, 26	+4.49K	0.01%
Stablepoint Partners, LLC	4.40K	Jun 30, 26	+90	0.01%
ROMANO BROTHERS AND COMPANY	4.30K	Jun 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	4.23K	Jun 30, 26	+4.23K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	4.20K	Jun 30, 26	--	0.01%
Security Financial Services, INC.	4.17K	Jun 30, 26	-4.29K	0.01%
Trust Point Inc.	4.15K	Jun 30, 26	+4.15K	0.01%
OARSMAN CAPITAL, INC.	4.15K	Jun 30, 26	+4.15K	0.01%
MONTAG A & ASSOCIATES INC	4.13K	Jun 30, 26	-8.44K	0.01%
Evergreen Wealth Partners LLC	4.10K	Jun 30, 26	+34	0.01%
DeLarme Wealth Management, Inc.	4.07K	Jun 30, 26	--	0.01%
SITTNER & NELSON, LLC	4.00K	Jun 30, 26	+2.00K	0.01%
Millstone Evans Group, LLC	4.00K	Jun 30, 26	--	0.01%
Prime Capital Investment Advisors, LLC	3.95K	Jun 30, 26	-89	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	3.92K	Jun 30, 26	+20	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	3.91K	Jun 30, 26	+3.91K	0.01%
Kathmere Capital Management, LLC	3.88K	Jun 30, 26	+3.88K	0.01%
TCG Advisory Services, LLC	3.87K	Jun 30, 26	--	0.01%
Occidental Asset Management, LLC	3.85K	Jun 30, 26	--	0.01%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	3.85K	Jun 30, 26	-1.16K	0.01%
Gateway Wealth Partners, LLC	3.84K	Jun 30, 26	-1.69K	0.01%
Milestone Investment Advisors LLC	3.38K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	3.29K	Jun 30, 26	+2.94K	0.01%
Harborfront Financial Group LLC	3.20K	Jun 30, 26	+3.20K	0.01%
MCF Advisors LLC	3.16K	Jun 30, 26	-750	0.01%
Robinswood Financial LLC	3.14K	Jun 30, 26	+1.61K	0.01%
Qube Research & Technologies Ltd	3.04K	Jun 30, 26	+3.04K	0.01%
IFP Advisors, Inc	2.95K	Jun 30, 26	-932	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	2.77K	Jun 30, 26	--	0.00%
Triumph Capital Management	2.75K	Jun 30, 26	+950	0.00%
Horizon Investments, LLC	2.46K	Jun 30, 26	-653	0.00%
Institute for Wealth Management, LLC.	2.00K	Jun 30, 26	+2.00K	0.00%
Lodestone Wealth Management LLC	1.94K	Jun 30, 26	-103	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.88K	Jun 30, 26	+28	0.00%
FMR LLC	1.75K	Jun 30, 26	+314	0.00%
BANK OF MONTREAL /CAN/	1.70K	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.21K	Jun 30, 26	+1.21K	0.00%
CITIGROUP INC	1.00K	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	825	Jun 30, 26	+25	0.00%
BNP PARIBAS ARBITRAGE, SNC	725	Jun 30, 26	-392	0.00%
Hilton Head Capital Partners, LLC	675	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	599	Jun 30, 26	+599	0.00%
Frazier Financial Advisors, LLC	591	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	571	Jun 30, 26	+571	0.00%
Continuum Advisory, LLC	471	Jun 30, 26	-3.93K	0.00%
AMERIFLEX GROUP, INC.	411	Jun 30, 26	+306	0.00%
Allianz Asset Management GmbH	388	Jun 30, 26	+4	0.00%
ROTHSCHILD INVESTMENT LLC	375	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	338	Jun 30, 26	-18	0.00%
DHJJ Financial Advisors, Ltd.	302	Jun 30, 26	--	0.00%
Key Capital Management, INC	285	Jun 30, 26	+285	0.00%
Physician Wealth Advisors, Inc.	277	Jun 30, 26	+1	0.00%
Holos Integrated Wealth LLC	244	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	231	Jun 30, 26	+1	0.00%
Quent Capital, LLC	114	Jun 30, 26	+114	0.00%
Trust Co	112	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	70	Jun 30, 26	+1	0.00%
Rosenberg Matthew Hamilton	40	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	26	Jun 30, 26	+26	0.00%
Parallel Advisors, LLC	22	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-618	--
Discipline Wealth Solutions, LLC	--	Jun 30, 26	-6.97K	--
Vermillion & White Wealth Management Group, LLC	--	Jun 30, 26	-3.00K	--
Independent Advisor Alliance	--	Jun 30, 26	-189.53K	--
First Heartland Consultants, Inc.	--	Jun 30, 26	-8.12K	--
Clark Wealth Partners	--	Jun 30, 26	-9.61K	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-3.87K	--
Reality Financial Planning Services, LLC	--	Jun 30, 26	-13.56K	--
Atria Investments, Inc	--	Jun 30, 26	-6.44K	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-1.17K	--
WealthShield Partners, LLC	--	Jun 30, 26	-949	--
NOVEM GROUP	--	Jun 30, 26	-14.74K	--
Basepoint Wealth LLC	--	Jun 30, 26	-7	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-17.87K	--
OpenArc Corporate Advisory, LLC	--	Jun 30, 26	-37.81K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-4.27K	--
Golden State Equity Partners	--	Jun 30, 26	-24.16K	--
UNIQUE WEALTH, LLC	--	Jun 30, 26	-11.23K	--
BESSEMER GROUP INC	--	Jun 30, 26	-40.01K	--
CWM, LLC	993.47K	Mar 31, 26	+70.76K	1.66%
TruWealth Advisors, LLC	92.98K	Mar 31, 26	+1.34K	0.16%
U.S. Capital Wealth Advisors, LLC	20.22K	Mar 31, 26	+10.50K	0.03%
Anchor Investment Management, LLC	12.43K	Mar 31, 26	--	0.02%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	10.80K	Mar 31, 26	--	0.02%
First Affirmative Financial Network	9.29K	Mar 31, 26	+9.29K	0.02%
Sunbelt Securities, Inc.	3.78K	Mar 31, 26	-35	0.01%
Red Tortoise LLC	1.43K	Mar 31, 26	+12	0.00%
Janney Capital Management LLC	29.09K	Dec 31, 25	+49	0.05%
COMERICA BANK	23.06K	Dec 31, 25	+2.29K	0.04%
ORG Partners LLC	16.14K	Dec 31, 25	+81	0.03%
CIBC Private Wealth Group, LLC	590	Dec 31, 25	-176	0.00%
OPTIMUM INVESTMENT ADVISORS	75.22K	Sep 30, 25	--	0.13%
First International Bank & Trust	57.32K	Sep 30, 25	-176	0.10%
PALO ALTO WEALTH ADVISORS, LLC	14.12K	Sep 30, 25	+465	0.02%
SYNOVUS FINANCIAL CORP	3.95K	Sep 30, 25	-480	0.01%
Accredited Wealth Management, LLC	130	Sep 30, 25	-2.19K	0.00%
Abich Financial Wealth Management LLC	51	Sep 30, 25	+51	0.00%
WOLVERINE TRADING, LLC	--	Sep 30, 25	-4.34K	--
Financial Advocates Investment Management	--	Sep 30, 25	-5.00K	--
OLYMPUS WEALTH MANAGEMENT, LLC	109.05K	Jun 30, 25	+3.12K	0.18%
Martin Worley Group	89.06K	Jun 30, 25	+239	0.15%
AVANTAX ADVISORY SERVICES, INC.	70.14K	Jun 30, 25	+4.62K	0.12%
Atria Wealth Solutions, Inc.	30.50K	Jun 30, 25	+2.72K	0.05%
First Horizon Advisors, Inc.	--	Jun 30, 25	-276	--
Orion Portfolio Solutions, LLC	120.95K	Mar 31, 25	-10.43K	0.20%
Sandy Spring Bank	33.51K	Mar 31, 25	+13.05K	0.06%
Executive Wealth Management, LLC	66.31K	Dec 31, 24	+2.49K	0.11%
SignalPoint Asset Management, LLC	19.60K	Dec 31, 24	+3.15K	0.03%
AlphaMark Advisors, LLC	17.98K	Dec 31, 24	+3.01K	0.03%
Riggs Capital Management LLC	10.85K	Dec 31, 24	+10.85K	0.02%
Fairhaven Wealth Management, LLC	9.50K	Dec 31, 24	--	0.02%
WINTRUST INVESTMENTS LLC	2.26K	Dec 31, 24	+167	0.00%
RAYMOND JAMES & ASSOCIATES	259.38K	Sep 30, 24	+72.38K	0.43%
Raymond James Financial Services Advisors, Inc.	139.75K	Sep 30, 24	+13.54K	0.23%
Kowal Investment Group, LLC	34.68K	Sep 30, 24	-168	0.06%
RAYMOND JAMES TRUST N.A.	24.29K	Sep 30, 24	+10.04K	0.04%
Kingfisher Capital LLC	12.23K	Sep 30, 24	-1.02K	0.02%
Planning Capital Management Corp	1.74K	Sep 30, 24	--	0.00%
Gratus Capital LLC	262.69K	Jun 30, 24	+11.07K	0.44%
Vantage Financial Partners Ltd., Inc.	134.53K	Jun 30, 24	+8.22K	0.23%
Arden Trust Co	133.36K	Jun 30, 24	+1.01K	0.22%
Clear Rock Advisors, LLC	116.52K	Jun 30, 24	+6.68K	0.20%
Greytown Advisors Inc.	15.18K	Jun 30, 24	+3.88K	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.09K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.20K	--
Cetera Advisor Networks LLC	299.40K	Mar 31, 24	+23.49K	0.50%
Atlas Private Wealth Management	7.78K	Mar 31, 24	+7.78K	0.01%
Simplicity Solutions, LLC	45.84K	Dec 31, 23	-186	0.08%
StrategIQ Financial Group, LLC	27.76K	Dec 31, 23	+4.35K	0.05%
EisnerAmper Wealth Management Corporate Benefits, LLC	14.51K	Dec 31, 23	+6.13K	0.02%
Bartlett & Co. LLC	10.74K	Dec 31, 23	+8.69K	0.02%
BEDEL FINANCIAL CONSULTING INC	12.75K	Sep 30, 23	+12.75K	0.02%
PFS INVESTMENTS INC.	32.52K	Jun 30, 23	-1.60K	0.05%
BerganKDV Wealth Management, LLC	6.30K	Jun 30, 23	-16	0.01%
Endurance Wealth Management, Inc.	3.80K	Jun 30, 23	--	0.01%
Quantitative Advantage, LLC	15.43K	Mar 31, 23	+1.62K	0.03%
Beaumont Financial Partners, LLC	6.49K	Sep 30, 22	--	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	5.46K	Sep 30, 22	+5.46K	0.01%
American Portfolios Advisors	5.05K	Sep 30, 22	+5.05K	0.01%
Covington Capital Management	941	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	362	Sep 30, 22	-113	0.00%
B. Riley Wealth Management, Inc.	15.80K	Jun 30, 22	+4.50K	0.03%
Private Capital Group, LLC	--	Jun 30, 22	-272	--
CAPITAL ONE FINANCIAL CORP	49.59K	Mar 31, 22	-8.78K	0.08%
Karn, Couzens & Associates, Inc.	38.91K	Mar 31, 22	+34.30K	0.07%
NEXT Financial Group, Inc	--	Dec 31, 21	-2.30K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	25.25K	Sep 30, 21	+6.22K	0.04%
Harborview Advisors, LLC	--	Sep 30, 21	-12.64K	--
Hoover Financial Advisors, Inc.	92	Jun 30, 21	+8	0.00%
Winslow, Evans & Crocker, Inc.	200	Dec 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	98.63K	Dec 31, 19	+19.12K	0.17%
Advisor Group, Inc.	20.79K	Dec 31, 19	-268	0.03%
BOSTON ADVISORS LLC	26.67K	Sep 30, 19	-581	0.04%
BB&T SECURITIES, LLC	7.10K	Sep 30, 19	+110	0.01%
SUNTRUST BANKS INC	4.38K	Sep 30, 19	+49	0.01%
MRA Associates USA LLC	4	Sep 30, 19	+4	0.00%
Live Your Vision, LLC	17.09K	Mar 31, 19	-4.27K	0.03%
WealthShield, LLC	6.33K	Dec 31, 17	+6.33K	0.01%
Virtu KCG Holdings LLC	18.30K	Jun 30, 17	-9.57K	0.03%
Commonwealth Equity Services, Inc	11.94K	Jun 30, 17	+272	0.02%
MSI Financial Services Inc	3.13K	Dec 31, 16	-318	0.01%
VSR Financial Services, Inc.	17.99K	Jun 30, 16	-8.08K	0.03%
FIRSTMERIT BANK N A TRUSTEE	6.29K	Jun 30, 16	--	0.01%
Carnick & Kubik, LLC	5.60K	Mar 31, 16	--	0.01%
CURIAN CAPITAL LLC	10.88K	Dec 31, 15	-16.60K	0.02%
Pinnacle Summer Investments, Inc.	514	Dec 31, 15	-475	0.00%
Dominick & Dominick LLC	12.80K	Dec 31, 14	-15.00K	0.02%
FOUNDERS BANK & TRUST	11.88K	Dec 31, 14	--	0.02%
NEW ENGLAND SECURITIES CORP /MA/	1.12K	Dec 31, 14	+350	0.00%
UBS AG	166.53K	Sep 30, 14	+9.87K	0.28%
Jane Street Holding, LLC	--	Dec 31, 13	-26.33K	--
STIFEL NICOLAUS & CO INC \MO\	13.44K	Sep 30, 13	+741	0.02%
KNIGHT CAPITAL GROUP LLC	14.20K	Jun 30, 13	+14.20K	0.02%
First Allied Securities, Inc.	200	Jun 30, 12	-2.54K	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.14M

Jun 30, 26

+448.61K

6.93%

MORGAN STANLEY

3.73M

Jun 30, 26

+189.59K

6.25%

WELLS FARGO & COMPANY/MN

2.81M

Jun 30, 26

+324.84K

4.71%

LPL Financial LLC

2.50M

Jun 30, 26

+270.24K

4.19%

WCG Wealth Advisors LLC

1.36M

Jun 30, 26

+396.85K

2.28%

JPMORGAN CHASE & CO

1.12M

Jun 30, 26

+16.50K

1.88%

RAYMOND JAMES FINANCIAL INC

936.24K

Jun 30, 26

+184.67K

1.57%

ENVESTNET ASSET MANAGEMENT INC

897.48K

Jun 30, 26

-12.20K

1.50%

Cetera Investment Advisers

852.78K

Jun 30, 26

+64.36K

1.43%

UBS Group AG

762.04K

Jun 30, 26

+54.37K

1.28%

HighTower Advisors, LLC

699.04K

Jun 30, 26

+73.90K

1.17%

THRIVENT FINANCIAL FOR LUTHERANS

656.61K

Jun 30, 26

+40.92K

1.10%

Stonebridge Financial Group, LLC

627.23K

Jun 30, 26

+19.46K

1.05%

NewEdge Advisors, LLC

595.08K

Jun 30, 26

+83.82K

1.00%

Colony Group, LLC

571.90K

Jun 30, 26

+569.92K

0.96%

Dynasty Wealth Management, LLC

546.69K

Jun 30, 26

-45.50K

0.92%

MBL Wealth, LLC

505.31K

Jun 30, 26

+29.48K

0.85%

STIFEL FINANCIAL CORP

493.63K

Jun 30, 26

+65.87K

0.83%

Larson Financial Group LLC

488.07K

Jun 30, 26

+77.83K

0.82%

Capital Analysts, LLC

455.35K

Jun 30, 26

+25.93K

0.76%

ROYAL BANK OF CANADA

417.32K

Jun 30, 26

+63.14K

0.70%

ADVISOR GROUP HOLDINGS, INC.

412.97K

Jun 30, 26

+131.93K

0.69%

Quotient Wealth Partners, LLC

382.66K

Jun 30, 26

+37.17K

0.64%

DAVIS R M INC

375.37K

Jun 30, 26

+40.91K

0.63%

JONES FINANCIAL COMPANIES LLLP

374.30K

Jun 30, 26

+109.52K

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

357.32K

Jun 30, 26

+19.47K

0.60%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

354.23K

Jun 30, 26

+137.28K

0.59%

PW ADVISORS, LLC \ FL

317.62K

Jun 30, 26

+30.92K

0.53%

Wealth Alliance Advisory Group, LLC

309.06K

Jun 30, 26

+8.61K

0.52%

Clearstead Advisors, LLC

297.60K

Jun 30, 26

+24.38K

0.50%

TRUIST FINANCIAL CORP

255.84K

Jun 30, 26

-34

0.43%

Vise Technologies, Inc.

251.56K

Jun 30, 26

+251.56K

0.42%

Cambridge Investment Research Advisors, Inc.

241.75K

Jun 30, 26

+32.19K

0.40%

XY Planning Network, Inc.

234.38K

Jun 30, 26

+17.40K

0.39%

Austin Wealth Management, LLC

231.54K

Jun 30, 26

-12.40K

0.39%

Beacon Pointe Advisors, LLC

226.89K

Jun 30, 26

+25.62K

0.38%

Kestra Investment Management, LLC

224.49K

Jun 30, 26

+35.61K

0.38%

MML INVESTORS SERVICES, LLC

214.69K

Jun 30, 26

+23.06K

0.36%

Crestmont Private Wealth LLC

212.40K

Jun 30, 26

+12.01K

0.36%

Avantax Planning Partners, Inc.

211.13K

Jun 30, 26

-4.75K

0.35%

Benchmark Financial Wealth Advisors, LLC

208.45K

Jun 30, 26

-18.07K

0.35%

AE Wealth Management LLC

206.17K

Jun 30, 26

+128.14K

0.35%

Prosperity Consulting Group, LLC

204.82K

Jun 30, 26

+24.07K

0.34%

Integrated Wealth Concepts LLC

197.10K

Jun 30, 26

+75.67K

0.33%

Dakota Wealth Management

191.51K

Jun 30, 26

+13.66K

0.32%

Morton Brown Family Wealth, LLC

189.85K

Jun 30, 26

+9.21K

0.32%

Flagstone Financial Management

187.77K

Jun 30, 26

+21.70K

0.31%

DAYMARK WEALTH PARTNERS, LLC

185.95K

Jun 30, 26

+174.84K

0.31%

TD Capital Management LLC

169.01K

Jun 30, 26

+13.33K

0.28%

FOSTER & MOTLEY INC

166.95K

Jun 30, 26

+25.26K

0.28%

MAI Capital Management

166.34K

Jun 30, 26

-266

0.28%

SAGESPRING WEALTH PARTNERS, LLC

162.87K

Jun 30, 26

-18.98K

0.27%

Smith Partners Wealth Management, LLC

159.13K

Jun 30, 26

+77.63K

0.27%

McNamara Financial Services, Inc.

158.73K

Jun 30, 26

+20.72K

0.27%

Equita Financial Network, Inc.

156.74K

Jun 30, 26

+9.89K

0.26%

ESG Planning

156.04K

Jun 30, 26

-16.91K

0.26%

Mariner, LLC

152.07K

Jun 30, 26

+31.05K

0.25%

Waverly Advisors, LLC

147.44K

Jun 30, 26

+91.49K

0.25%

Bleakley Financial Group, LLC

146.94K

Jun 30, 26

+3.42K

0.25%

BAILARD, INC.

141.83K

Jun 30, 26

-48.80K

0.24%

Kestra Advisory Services, LLC

141.06K

Jun 30, 26

+29.96K

0.24%

Spartan Wealth Advisory Services LLC

140.40K

Jun 30, 26

+1.30K

0.24%

JANE STREET GROUP, LLC

140.05K

Jun 30, 26

-116.91K

0.23%

Newman Dignan & Sheerar, Inc.

139.30K

Jun 30, 26

+12.45K

0.23%

ERn Financial, LLC

138.16K

Jun 30, 26

+3.03K

0.23%

SAXON INTERESTS, INC.

136.93K

Jun 30, 26

+8.36K

0.23%

Elyxium Wealth, LLC

136.83K

Jun 30, 26

+23.24K

0.23%

Legacy Private Trust Co.

136.02K

Jun 30, 26

+52.61K

0.23%

Shotwell Rutter Baer Inc

134.83K

Jun 30, 26

-3.99K

0.23%

Avant Financial Advisors LLC

133.89K

Jun 30, 26

+5.93K

0.22%

Atlantic Union Bankshares Corp

132.50K

Jun 30, 26

-7.01K

0.22%

Rehmann Capital Advisory Group

130.14K

Jun 30, 26

-25.75K

0.22%

Creative Planning

127.98K

Jun 30, 26

+2.81K

0.21%

GENESIS PRIVATE WEALTH, LLC

126.47K

Jun 30, 26

+9.06K

0.21%

Goelzer Investment Management, Inc.

126.16K

Jun 30, 26

-15.39K

0.21%

True North Advisors, LLC

123.92K

Jun 30, 26

+1.88K

0.21%

Resonant Capital Advisors, LLC

121.56K

Jun 30, 26

+121.56K

0.20%

Certified Advisory Corp

118.54K

Jun 30, 26

+3.99K

0.20%

Equitable Holdings, Inc.

116.50K

Jun 30, 26

+231

0.20%

PACES FERRY WEALTH ADVISORS, LLC

114.35K

Jun 30, 26

0.19%

Financial Synergies Wealth Advisors, Inc.

113.64K

Jun 30, 26

+1.86K

0.19%

Cerity Partners LLC

111.96K

Jun 30, 26

+2.09K

0.19%

Lido Advisors, LLC

108.80K

Jun 30, 26

-1.80K

0.18%

Baird Financial Group, Inc.

106.57K

Jun 30, 26

+2.94K

0.18%

Belpointe Asset Management LLC

103.37K

Jun 30, 26

+28.10K

0.17%

Fermata Advisors, LLC

102.53K

Jun 30, 26

-12.15K

0.17%

Bank of New York Mellon Corp

101.75K

Jun 30, 26

+23.52K

0.17%

RENAISSANCE TECHNOLOGIES LLC

100.89K

Jun 30, 26

+70.44K

0.17%

Fortis Capital Advisors, LLC

98.23K

Jun 30, 26

+22.97K

0.16%

Sixth Street Partners Management Company, L.P.

96.98K

Jun 30, 26

+96.98K

0.16%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

96.98K

Jun 30, 26

-2.15K

0.16%

Sequoia Financial Advisors, LLC

92.58K

Jun 30, 26

-5.91K

0.16%

BCS Wealth Management

92.54K

Jun 30, 26

-2.01K

0.15%

Kelman-Lazarov, Inc.

91.06K

Jun 30, 26

+1.71K

0.15%

CITADEL ADVISORS LLC

89.05K

Jun 30, 26

+19.73K

0.15%

Private Advisor Group, LLC

86.87K

Jun 30, 26

+3.82K

0.15%

McKinley Carter Wealth Services, Inc.

81.39K

Jun 30, 26

-1.07K

0.14%

GAMMA Investing LLC

80.04K

Jun 30, 26

+11.18K

0.13%

FORVIS Wealth Advisors, LLC

77.81K

Jun 30, 26

+38

0.13%

Kingsview Wealth Management, LLC

76.94K

Jun 30, 26

-3.15K

0.13%

KEYVANTAGE WEALTH, LLC

74.24K

Jun 30, 26

-45.49K

0.12%

Allworth Financial LP

72.81K

Jun 30, 26

-35.35K

0.12%

Smartleaf Asset Management LLC

72.54K

Jun 30, 26

0.12%

BTG Pactual Asset Management US LLC

71.99K

Jun 30, 26

+2.64K

0.12%

Steward Partners Investment Advisory, LLC

70.94K

Jun 30, 26

+2.12K

0.12%

BRANDYWINE OAK PRIVATE WEALTH LLC

70.79K

Jun 30, 26

-2.35K

0.12%

PAX Financial Group, LLC

70.79K

Jun 30, 26

+3.88K

0.12%

Uniting Wealth Partners, LLC

70.25K

Jun 30, 26

+36.28K

0.12%

Sanctuary Advisors, LLC

70.10K

Jun 30, 26

+11.01K

0.12%

STEPH & CO

69.83K

Jun 30, 26

+497

0.12%

Farther Finance Advisors, LLC

69.18K

Jun 30, 26

+7.62K

0.12%

VestGen Advisors, LLC

68.92K

Jun 30, 26

-1.97K

0.12%

Vestmark Advisory Solutions, Inc.

67.83K

Jun 30, 26

+8.57K

0.11%

XML Financial, LLC

66.80K

Jun 30, 26

+11.94K

0.11%

WNY Asset Management, LLC

66.68K

Jun 30, 26

-18.85K

0.11%

Sterling Investment Advisors, Ltd.

65.70K

Jun 30, 26

+20.00K

0.11%

MCCARTER PRIVATE WEALTH SERVICES LLC

65.51K

Jun 30, 26

+65.51K

0.11%

Arkadios Wealth Advisors

65.08K

Jun 30, 26

+24.47K

0.11%

Janney Montgomery Scott LLC

64.37K

Jun 30, 26

+64.37K

0.11%

Paulson Wealth Management Inc.

64.16K

Jun 30, 26

-4.49K

0.11%

Hanson & Doremus Investment Management

63.54K

Jun 30, 26

-518

0.11%

Stratos Wealth Partners, LTD.

63.34K

Jun 30, 26

+4.12K

0.11%

RFG Advisory, LLC

62.39K

Jun 30, 26

+30.76K

0.10%

Sand Hill Global Advisors, LLC

62.34K

Jun 30, 26

-403

0.10%

Arrowroot Family Office, LLC

62.14K

Jun 30, 26

+446

0.10%

Intrua Financial, LLC

61.09K

Jun 30, 26

-3.81K

0.10%

Smart Money Group LLC

60.90K

Jun 30, 26

+3.62K

0.10%

Stokes Capital Advisors, LLC

60.25K

Jun 30, 26

+11.15K

0.10%

Landmark Wealth Management, LLC

60.15K

Jun 30, 26

+3.21K

0.10%

Beacon Capital Management, Inc.

60.00K

Jun 30, 26

0.10%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

59.88K

Jun 30, 26

+13.08K

0.10%

SageView Advisory Group, LLC

58.86K

Jun 30, 26

+481

0.10%

GGM Financials LLC

58.58K

Jun 30, 26

+11.01K

0.10%

Cercano Management LLC

57.92K

Jun 30, 26

0.10%

Buck Wealth Strategies, LLC

57.40K

Jun 30, 26

+25.79K

0.10%

Taylor & Morgan Wealth Management, LLC

56.33K

Jun 30, 26

0.09%

AMERIPRISE FINANCIAL INC

55.99K

Jun 30, 26

+51.75K

0.09%

ENTREWEALTH, LLC

55.94K

Jun 30, 26

+6.27K

0.09%

Econ Financial Services Corp

54.77K

Jun 30, 26

+18.33K

0.09%

Ausdal Financial Partners, Inc.

54.71K

Jun 30, 26

+1.86K

0.09%

Manske Wealth Management

53.87K

Jun 30, 26

+7.71K

0.09%

Clarity Wealth Development LLC

53.36K

Jun 30, 26

+14.17K

0.09%

Diversified Portfolios, Inc.

53.35K

Jun 30, 26

+48.41K

0.09%

Koshinski Asset Management, Inc.

53.12K

Jun 30, 26

+1.47K

0.09%

CreativeOne Wealth, LLC

52.47K

Jun 30, 26

-1.78K

0.09%

Vertex Planning Partners, LLC

52.02K

Jun 30, 26

+6.20K

0.09%

CERTIOR FINANCIAL GROUP, LLC

51.97K

Jun 30, 26

+4.46K

0.09%

Wayfinding Financial, LLC

51.72K

Jun 30, 26

+3.47K

0.09%

CarsonAllaria Wealth Management, Ltd.

51.40K

Jun 30, 26

-11.98K

0.09%

Summit Financial, LLC

50.74K

Jun 30, 26

+27.27K

0.08%

Higgins & Schmidt Wealth Strategies LLC

50.65K

Jun 30, 26

-3.59K

0.08%

EP Wealth Advisors, LLC

50.01K

Jun 30, 26

+35.36K

0.08%

Onyx Bridge Wealth Group LLC

49.88K

Jun 30, 26

-1.74K

0.08%

VIAWEALTH, LLC

49.84K

Jun 30, 26

-1.40K

0.08%

Opal Wealth Advisors, LLC

47.53K

Jun 30, 26

-84

0.08%

Paladin Advisory Group, LLC

47.37K

Jun 30, 26

-118

0.08%

Brinker Capital Investments, LLC

46.70K

Jun 30, 26

-2.04K

0.08%

Mount Yale Investment Advisors, LLC

46.47K

Jun 30, 26

+6.44K

0.08%

Cedar Point Capital Partners, LLC

45.57K

Jun 30, 26

-247

0.08%

NATIXIS ADVISORS, L.P.

45.50K

Jun 30, 26

+19.57K

0.08%

INSPIRION WEALTH ADVISORS, LLC

45.06K

Jun 30, 26

+1.35K

0.08%

GeoWealth Management, LLC

43.43K

Jun 30, 26

+27.64K

0.07%

IAM Advisory, LLC

42.62K

Jun 30, 26

+432

0.07%

Elequin Securities, LLC

41.23K

Jun 30, 26

+41.23K

0.07%

STALEY CAPITAL ADVISERS INC

41.00K

Jun 30, 26

-1.70K

0.07%

Visionary Wealth Advisors

40.80K

Jun 30, 26

-3.51K

0.07%

Financial Engines Advisors L.L.C.

40.60K

Jun 30, 26

+1.85K

0.07%

Pensionmark Financial Group, LLC

40.29K

Jun 30, 26

0.07%

Breakwater Capital Group

39.87K

Jun 30, 26

+739

0.07%

Curran Financial Partners, LLC

39.36K

Jun 30, 26

+16.64K

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

39.26K

Jun 30, 26

-4.39K

0.07%

Patten Group, Inc.

39.17K

Jun 30, 26

-2.67K

0.07%

Flagship Private Wealth, LLC

38.32K

Jun 30, 26

-5.31K

0.06%

Triad Wealth Partners, LLC

38.05K

Jun 30, 26

+4.45K

0.06%

FLPUTNAM INVESTMENT MANAGEMENT CO

37.97K

Jun 30, 26

+31.42K

0.06%

Wealth Enhancement Trust Services, Inc.

37.68K

Jun 30, 26

+1.62K

0.06%

VAQUERO PRIVATE WEALTH, LTD

37.55K

Jun 30, 26

+37.55K

0.06%

MBE Wealth Management, LLC

37.35K

Jun 30, 26

+4.89K

0.06%

HighPoint Advisor Group LLC

37.30K

Jun 30, 26

-1.93K

0.06%

Financial Planning Navigators CORP

36.91K

Jun 30, 26

+3.52K

0.06%

Centennial Bank/AR/

36.23K

Jun 30, 26

+10.54K

0.06%

Alpha Financial Partners, LLC

35.99K

Jun 30, 26

-1.01K

0.06%

Geneos Wealth Management Inc.

35.90K

Jun 30, 26

+12.05K

0.06%

WBH ADVISORY INC

35.51K

Jun 30, 26

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

34.92K

Jun 30, 26

+9.80K

0.06%

SRS Capital Advisors, Inc.

34.25K

Jun 30, 26

+34.25K

0.06%

LiftPoint Family Wealth Advisors LLC

33.89K

Jun 30, 26

+1.35K

0.06%

Bravera Wealth

33.61K

Jun 30, 26

+16.36K

0.06%

Williams & Novak, LLC

33.31K

Jun 30, 26

-475

0.06%

MERCER GLOBAL ADVISORS INC /ADV

32.45K

Jun 30, 26

+22.70K

0.05%

Carrera Capital Advisors

32.18K

Jun 30, 26

+4.47K

0.05%

Carolina Wealth Management Inc

31.68K

Jun 30, 26

+31.68K

0.05%

PRIVATE TRUST CO NA

30.75K

Jun 30, 26

+3.60K

0.05%

HBW Advisory Services LLC

30.11K

Jun 30, 26

-4.27K

0.05%

BAM Wealth Management, LLC

29.77K

Jun 30, 26

+10.59K

0.05%

Kuhn & Co Investment Counsel

29.68K

Jun 30, 26

+1.73K

0.05%

Cornerstone Wealth Management, LLC

29.66K

Jun 30, 26

-1.15K

0.05%

Westside Investment Management, Inc.

29.29K

Jun 30, 26

-1.10K

0.05%

Valmark Advisers, Inc.

29.25K

Jun 30, 26

0.05%

Ameritas Investment Partners, Inc.

28.68K

Jun 30, 26

+2.78K

0.05%

Buckingham Strategic Partners

28.53K

Jun 30, 26

-36

0.05%

Oak Wealth Advisors LLC

28.33K

Jun 30, 26

+6.02K

0.05%

W.H. Cornerstone Investments Inc.

28.29K

Jun 30, 26

+1.50K

0.05%

Concurrent Investment Advisors, LLC

27.98K

Jun 30, 26

+1.82K

0.05%

Prestige Wealth Management Group LLC

27.46K

Jun 30, 26

-7.45K

0.05%

McAdam, LLC

27.21K

Jun 30, 26

-2.10K

0.05%

Aviance Capital Partners, LLC

26.75K

Jun 30, 26

-5.38K

0.04%

Pure Financial Advisors, LLC

26.55K

Jun 30, 26

+4.60K

0.04%

Advyzon Investment Management, LLC

26.48K

Jun 30, 26

-6.06K

0.04%

Fortitude Financial, LLC

26.46K

Jun 30, 26

-4.94K

0.04%

Main Street Financial Solutions, LLC

25.83K

Jun 30, 26

+8.89K

0.04%

PRAIRIEVIEW WEALTH PARTNERS, LLC

25.76K

Jun 30, 26

+4.09K

0.04%

Bragg Financial Advisors, Inc

25.46K

Jun 30, 26

+13.47K

0.04%

YHB Investment Advisors, Inc.

25.24K

Jun 30, 26

-4.54K

0.04%

Legacy Financial Advisors, Inc.

24.73K

Jun 30, 26

-575

0.04%

Apella Capital, LLC

24.57K

Jun 30, 26

+3.45K

0.04%

LifeGoal Wealth Advisors

24.47K

Jun 30, 26

+124

0.04%

Resources Investment Advisors, LLC.

24.37K

Jun 30, 26

-3.22K

0.04%

APS Management Group, Inc.

24.30K

Jun 30, 26

+5.36K

0.04%

GRIMES & COMPANY, INC.

24.02K

Jun 30, 26

+4.19K

0.04%

SeaCrest Wealth Management, LLC

23.68K

Jun 30, 26

+95

0.04%

VICUS CAPITAL

23.48K

Jun 30, 26

+3.72K

0.04%

Rockport Wealth LLC

23.48K

Jun 30, 26

-312

0.04%

Aprio Wealth Management, LLC

22.93K

Jun 30, 26

+22.93K

0.04%

Smith Thornton Advisors LLC

22.89K

Jun 30, 26

+42

0.04%

Inspire Advisors, LLC

22.77K

Jun 30, 26

+186

0.04%

JOHNSON INVESTMENT COUNSEL INC

22.62K

Jun 30, 26

0.04%

Hobart Private Capital, LLC

22.52K

Jun 30, 26

+18.59K

0.04%

Barnes Wealth Management Group, Inc

22.43K

Jun 30, 26

+2.29K

0.04%

CFS Investment Advisory Services, LLC

22.11K

Jun 30, 26

+5.39K

0.04%

Entelevest, LLC

21.60K

Jun 30, 26

+3.13K

0.04%

Freedom Financial Partners LLC

21.39K

Jun 30, 26

-1.87K

0.04%

Noble Wealth Partners LLC

21.11K

Jun 30, 26

+21.11K

0.04%

Signet Investment Advisory Group, Inc.

20.90K

Jun 30, 26

+500

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.61K

Jun 30, 26

+5.75K

0.03%

IFG Advisory, LLC

20.38K

Jun 30, 26

+20.38K

0.03%

CULLEN/FROST BANKERS, INC.

20.37K

Jun 30, 26

+16.66K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

20.30K

Jun 30, 26

+142

0.03%

Team Hewins, LLC

19.92K

Jun 30, 26

0.03%

FIFTH THIRD BANCORP

19.75K

Jun 30, 26

-3.82K

0.03%

Kooman & Associates

19.38K

Jun 30, 26

+475

0.03%

Midwest Financial Group LLC

19.01K

Jun 30, 26

+1.02K

0.03%

Summit Financial Consulting LLC

18.78K

Jun 30, 26

+467

0.03%

ASSETMARK, INC

18.73K

Jun 30, 26

+4.58K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

18.72K

Jun 30, 26

+907

0.03%

Revisor Wealth Management LLC

18.68K

Jun 30, 26

+1.10K

0.03%

Objective Capital Management, LLC

18.67K

Jun 30, 26

+2.02K

0.03%

Advisory Services Network, LLC

18.67K

Jun 30, 26

+9.45K

0.03%

Goodwin Investment Advisory

18.56K

Jun 30, 26

-388

0.03%

Ameritas Advisory Services, LLC

18.52K

Jun 30, 26

+18.52K

0.03%

Magnolia Private Wealth, LLC

18.43K

Jun 30, 26

-205

0.03%

Beckerman Institutional, LLC

18.35K

Jun 30, 26

+3.38K

0.03%

Focus Financial Network, Inc.

18.30K

Jun 30, 26

+6.72K

0.03%

PETRA FINANCIAL ADVISORS INC

17.93K

Jun 30, 26

+15

0.03%

Rockefeller Capital Management L.P.

17.83K

Jun 30, 26

-277

0.03%

One Capital Management, LLC

17.70K

Jun 30, 26

0.03%

Brady Martz Wealth Solutions, LLC

17.64K

Jun 30, 26

-641

0.03%

Kings Path Partners LLC

17.41K

Jun 30, 26

0.03%

Nuveen, LLC

17.14K

Jun 30, 26

+17.14K

0.03%

Oakwell Private Wealth Management, LLC

16.73K

Jun 30, 26

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

16.58K

Jun 30, 26

+550

0.03%

Fragasso Group Inc.

16.46K

Jun 30, 26

0.03%

SFG Wealth Management, LLC.

16.46K

Jun 30, 26

+16.46K

0.03%

Gilman Hill Asset Management, LLC

16.03K

Jun 30, 26

0.03%

Transcendent Capital Group LLC

15.89K

Jun 30, 26

-221

0.03%

Princeton Global Asset Management LLC

15.72K

Jun 30, 26

-1.77K

0.03%

MISSION WEALTH MANAGEMENT, LP

15.40K

Jun 30, 26

+3.48K

0.03%

FIRST TRUST ADVISORS LP

15.06K

Jun 30, 26

-36

0.03%

FINANCIAL DISCOVERY GROUP INC

14.89K

Jun 30, 26

+1.02K

0.02%

Tortoise Investment Management, LLC

14.69K

Jun 30, 26

-1.20K

0.02%

CAPTRUST FINANCIAL ADVISORS

14.21K

Jun 30, 26

+1.29K

0.02%

PFG Advisors

14.18K

Jun 30, 26

-902

0.02%

Syverson Strege & Co

14.18K

Jun 30, 26

-874

0.02%

Duncan Williams Asset Management, LLC

14.13K

Jun 30, 26

-8.89K

0.02%

Mallini Complete Financial Planning LLC

14.10K

Jun 30, 26

0.02%

CLEAR INVESTMENT RESEARCH, LLC

13.98K

Jun 30, 26

+1.54K

0.02%

CI Private Wealth, LLC

13.80K

Jun 30, 26

+5.62K

0.02%

Marshall Financial Group LLC

13.72K

Jun 30, 26

0.02%

Madison Wealth Partners, Inc

13.36K

Jun 30, 26

-61

0.02%

Main Line Retirement Advisors, LLC

13.25K

Jun 30, 26

+55

0.02%

Bedel Financial Consulting, Inc.

12.94K

Jun 30, 26

0.02%

Sigma Planning Corp

12.92K

Jun 30, 26

+6.45K

0.02%

FreeGulliver LLC

12.92K

Jun 30, 26

+7.92K

0.02%

AVAII WEALTH MANAGEMENT, LLC

12.86K

Jun 30, 26

-373

0.02%

MORRIS FINANCIAL CONCEPTS, INC.

12.74K

Jun 30, 26

+1.16K

0.02%

Dynamic Advisor Solutions LLC

12.57K

Jun 30, 26

-7.34K

0.02%

HOWARD WEALTH MANAGEMENT, LLC

12.52K

Jun 30, 26

+664

0.02%

Friday Financial

12.47K

Jun 30, 26

+2.20K

0.02%

Gladstone Institutional Advisory LLC

12.35K

Jun 30, 26

+793

0.02%

DAVENPORT & Co LLC

11.95K

Jun 30, 26

+920

0.02%

Pinnacle Financial Partners, Inc.

11.79K

Jun 30, 26

-1.27K

0.02%

Perigon Wealth Management, LLC

11.79K

Jun 30, 26

-445

0.02%

Avestar Capital, LLC

11.63K

Jun 30, 26

0.02%

Kendall Capital Management

11.60K

Jun 30, 26

0.02%

Financial Designs Corp

11.36K

Jun 30, 26

0.02%

PRINCIPAL SECURITIES, INC.

10.81K

Jun 30, 26

+4.92K

0.02%

CORA CAPITAL ADVISORS LLC

10.70K

Jun 30, 26

-8.39K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

10.70K

Jun 30, 26

-52

0.02%

BARNES PETTEY FINANCIAL ADVISORS, LLC

10.63K

Jun 30, 26

+87

0.02%

RMB Capital Management, LLC

10.57K

Jun 30, 26

0.02%

Destiny Wealth Partners, LLC

10.53K

Jun 30, 26

-8.25K

0.02%

Hobbs Group Advisors, LLC

10.43K

Jun 30, 26

+690

0.02%

Merit Financial Group, LLC

10.42K

Jun 30, 26

-4.31K

0.02%

CVFG LLC

10.17K

Jun 30, 26

+50

0.02%

Hershey Financial Advisers, LLC

10.08K

Jun 30, 26

-998

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

9.88K

Jun 30, 26

0.02%

Astoria Portfolio Advisors LLC.

9.88K

Jun 30, 26

+1.24K

0.02%

Envestnet Portfolio Solutions, Inc.

9.77K

Jun 30, 26

+67

0.02%

Optimus Capital Advisors, LLC

9.50K

Jun 30, 26

0.02%

REAP Financial Group, LLC

9.40K

Jun 30, 26

-32

0.02%

Gradient Investments LLC

9.34K

Jun 30, 26

+353

0.02%

Tower Research Capital LLC (TRC)

9.08K

Jun 30, 26

-10.84K

0.02%

Prospera Financial Services Inc

9.05K

Jun 30, 26

+886

0.02%

Redhawk Wealth Advisors, Inc.

8.86K

Jun 30, 26

+8.86K

0.01%

National Wealth Management Group, LLC

8.84K

Jun 30, 26

+4.41K

0.01%

Balance Wealth, LLC

8.81K

Jun 30, 26

+1.08K

0.01%

Jeter Robert S II

8.67K

Jun 30, 26

-123

0.01%

Biltmore Wealth Management, LLC

8.60K

Jun 30, 26

-3.33K

0.01%

IHT Wealth Management, LLC

8.57K

Jun 30, 26

+1.00K

0.01%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

8.52K

Jun 30, 26

+150

0.01%

Regal Investment Advisors LLC

8.51K

Jun 30, 26

-182

0.01%

Betterment LLC

8.48K

Jun 30, 26

+536

0.01%

PUREfi Wealth, LLC

8.46K

Jun 30, 26

-7.61K

0.01%

Christensen, King & Associates Investment Services, Inc.

8.37K

Jun 30, 26

0.01%

BENJAMIN EDWARDS INC

8.32K

Jun 30, 26

+3.42K

0.01%

Seneca House Advisors

7.91K

Jun 30, 26

-20.13K

0.01%

Lineweaver Wealth Advisors, LLC

7.89K

Jun 30, 26

+7.89K

0.01%

Clear Creek Financial Management, LLC

7.77K

Jun 30, 26

-437

0.01%

VISTA INVESTMENT MANAGEMENT

7.59K

Jun 30, 26

0.01%

ROCKLAND TRUST CO

7.48K

Jun 30, 26

0.01%

Archford Capital Strategies, LLC

7.48K

Jun 30, 26

0.01%

COZAD ASSET MANAGEMENT INC

7.45K

Jun 30, 26

+190

0.01%

1900 WEALTH MANAGEMENT LLC

7.43K

Jun 30, 26

+399

0.01%

VALLEY NATIONAL ADVISERS INC

7.40K

Jun 30, 26

+1.92K

0.01%

Steel Peak Wealth Management LLC

7.40K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

7.36K

Jun 30, 26

+982

0.01%

HARBOUR INVESTMENTS, INC.

7.33K

Jun 30, 26

+1.19K

0.01%

SHUFRO ROSE & CO LLC

7.23K

Jun 30, 26

+7.23K

0.01%

OakTrust Wealth Advisors, LLC

7.12K

Jun 30, 26

+3.16K

0.01%

Vantage Point Financial LLC

7.11K

Jun 30, 26

+385

0.01%

Ashton Thomas Private Wealth, LLC

7.03K

Jun 30, 26

-7.89K

0.01%

D.A. DAVIDSON & CO.

6.92K

Jun 30, 26

+14

0.01%

Atlas Legacy Advisors, LLC

6.88K

Jun 30, 26

-306

0.01%

J. Mark Nickell & Co.

6.88K

Jun 30, 26

+282

0.01%

BIP Wealth, LLC

6.86K

Jun 30, 26

+844

0.01%

Private Wealth Group, LLC

6.57K

Jun 30, 26

+1.19K

0.01%

CAHILL FINANCIAL ADVISORS INC

6.53K

Jun 30, 26

0.01%

Quantinno Capital Management LP

6.51K

Jun 30, 26

-112

0.01%

Advisor OS, LLC

6.31K

Jun 30, 26

+1.50K

0.01%

NewSquare Capital LLC

6.16K

Jun 30, 26

+148

0.01%

Burford Brothers, Inc.

6.15K

Jun 30, 26

0.01%

NWF Advisory Services Inc.

6.08K

Jun 30, 26

+50

0.01%

BYRNE FINANCIAL FREEDOM, LLC

6.07K

Jun 30, 26

+120

0.01%

GWN SECURITIES INC.

6.05K

Jun 30, 26

+315

0.01%

CAPITAL ADVISORS INC/OK

6.04K

Jun 30, 26

+6.04K

0.01%

Worth Asset Management, LLC

5.96K

Jun 30, 26

0.01%

RITHOLTZ WEALTH MANAGEMENT

5.91K

Jun 30, 26

-84

0.01%

Bond & Devick Financial Network, Inc.

5.84K

Jun 30, 26

-1.32K

0.01%

ALTFEST L J & CO INC

5.81K

Jun 30, 26

+1.01K

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

5.80K

Jun 30, 26

+37

0.01%

Modern Wealth Management, LLC

5.75K

Jun 30, 26

+1.69K

0.01%

Miracle Mile Advisors, LLC

5.74K

Jun 30, 26

0.01%

Professional Financial Advisors, LLC

5.72K

Jun 30, 26

+645

0.01%

Seaside Wealth Management, Inc.

5.72K

Jun 30, 26

0.01%

Clear Point Advisors Inc.

5.69K

Jun 30, 26

+5.69K

0.01%

Clark Asset Management, LLC

5.68K

Jun 30, 26

0.01%

Hutchens & Kramer Investment Management Group, LLC

5.58K

Jun 30, 26

+684

0.01%

WRAPMANAGER INC

5.57K

Jun 30, 26

+5.57K

0.01%

Commonwealth Retirement Investments LLC

5.50K

Jun 30, 26

0.01%

Walleye Partners, LLC

5.39K

Jun 30, 26

+1.37K

0.01%

MILESTONE ASSET MANAGEMENT, LLC

5.37K

Jun 30, 26

0.01%

Provenance Wealth Advisors, LLC

5.37K

Jun 30, 26

+2.38K

0.01%

M&T BANK CORP

5.28K

Jun 30, 26

0.01%

Cyndeo Wealth Partners, LLC

5.25K

Jun 30, 26

+27

0.01%

Mutual Advisors, LLC

5.21K

Jun 30, 26

0.01%

VisionPoint Advisory Group, LLC

5.21K

Jun 30, 26

+5.21K

0.01%

COMMERCE BANK

5.20K

Jun 30, 26

-1.05K

0.01%

Powers Advisory Group, LLC

5.20K

Jun 30, 26

+32

0.01%

BRIGHT FINANCIAL ADVISORS, INC.

5.13K

Jun 30, 26

-812

0.01%

Stratos Wealth Advisors, LLC

5.11K

Jun 30, 26

-18

0.01%

L.K. Benson & Company, P.C.

4.83K

Jun 30, 26

+40

0.01%

DecisionMap Wealth Management, LLC

4.83K

Jun 30, 26

+509

0.01%

StoneX Group Inc.

4.76K

Jun 30, 26

-19

0.01%

Fidelis Capital Partners, LLC

4.76K

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

4.74K

Jun 30, 26

0.01%

Goldstein Advisors, LLC

4.74K

Jun 30, 26

+714

0.01%

IMG Wealth Management, Inc.

4.67K

Jun 30, 26

+2.15K

0.01%

Legacy Edge Advisors, LLC

4.63K

Jun 30, 26

-130

0.01%

Key FInancial Inc

4.58K

Jun 30, 26

0.01%

Cadent Capital Advisors, LLC

4.49K

Jun 30, 26

+4.49K

0.01%

Stablepoint Partners, LLC

4.40K

Jun 30, 26

+90

0.01%

ROMANO BROTHERS AND COMPANY

4.30K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

4.23K

Jun 30, 26

+4.23K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

4.20K

Jun 30, 26

0.01%

Security Financial Services, INC.

4.17K

Jun 30, 26

-4.29K

0.01%

Trust Point Inc.

4.15K

Jun 30, 26

+4.15K

0.01%

OARSMAN CAPITAL, INC.

4.15K

Jun 30, 26

+4.15K

0.01%

MONTAG A & ASSOCIATES INC

4.13K

Jun 30, 26

-8.44K

0.01%

Evergreen Wealth Partners LLC

4.10K

Jun 30, 26

+34

0.01%

DeLarme Wealth Management, Inc.

4.07K

Jun 30, 26

0.01%

SITTNER & NELSON, LLC

4.00K

Jun 30, 26

+2.00K

0.01%

Millstone Evans Group, LLC

4.00K

Jun 30, 26

0.01%

Prime Capital Investment Advisors, LLC

3.95K

Jun 30, 26

-89

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

3.92K

Jun 30, 26

+20

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

3.91K

Jun 30, 26

+3.91K

0.01%

Kathmere Capital Management, LLC

3.88K

Jun 30, 26

+3.88K

0.01%

TCG Advisory Services, LLC

3.87K

Jun 30, 26

0.01%

Occidental Asset Management, LLC

3.85K

Jun 30, 26

0.01%

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

3.85K

Jun 30, 26

-1.16K

0.01%

Gateway Wealth Partners, LLC

3.84K

Jun 30, 26

-1.69K

0.01%

Milestone Investment Advisors LLC

3.38K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

3.29K

Jun 30, 26

+2.94K

0.01%

Harborfront Financial Group LLC

3.20K

Jun 30, 26

+3.20K

0.01%

MCF Advisors LLC

3.16K

Jun 30, 26

-750

0.01%

Robinswood Financial LLC

3.14K

Jun 30, 26

+1.61K

0.01%

Qube Research & Technologies Ltd

3.04K

Jun 30, 26

+3.04K

0.01%

IFP Advisors, Inc

2.95K

Jun 30, 26

-932

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

2.77K

Jun 30, 26

0.00%

Triumph Capital Management

2.75K

Jun 30, 26

+950

0.00%

Horizon Investments, LLC

2.46K

Jun 30, 26

-653

0.00%

Institute for Wealth Management, LLC.

2.00K

Jun 30, 26

+2.00K

0.00%

Lodestone Wealth Management LLC

1.94K

Jun 30, 26

-103

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.88K

Jun 30, 26

+28

0.00%

FMR LLC

1.75K

Jun 30, 26

+314

0.00%

BANK OF MONTREAL /CAN/

1.70K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.21K

Jun 30, 26

+1.21K

0.00%

CITIGROUP INC

1.00K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

825

Jun 30, 26

+25

0.00%

BNP PARIBAS ARBITRAGE, SNC

725

Jun 30, 26

-392

0.00%

Hilton Head Capital Partners, LLC

675

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

599

Jun 30, 26

+599

0.00%

Frazier Financial Advisors, LLC

591

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

571

Jun 30, 26

+571

0.00%

Continuum Advisory, LLC

471

Jun 30, 26

-3.93K

0.00%

AMERIFLEX GROUP, INC.

411

Jun 30, 26

+306

0.00%

Allianz Asset Management GmbH

388

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

375

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

338

Jun 30, 26

-18

0.00%

DHJJ Financial Advisors, Ltd.

302

Jun 30, 26

0.00%

Key Capital Management, INC

285

Jun 30, 26

+285

0.00%

Physician Wealth Advisors, Inc.

277

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

244

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

231

Jun 30, 26

0.00%

Quent Capital, LLC

114

Jun 30, 26

+114

0.00%

Trust Co

112

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-618

Discipline Wealth Solutions, LLC

Jun 30, 26

-6.97K

Vermillion & White Wealth Management Group, LLC

Jun 30, 26

-3.00K

Independent Advisor Alliance

Jun 30, 26

-189.53K

First Heartland Consultants, Inc.

Jun 30, 26

-8.12K

Clark Wealth Partners

Jun 30, 26

-9.61K

Signal Advisors Wealth, LLC

Jun 30, 26

-3.87K

Reality Financial Planning Services, LLC

Jun 30, 26

-13.56K

Atria Investments, Inc

Jun 30, 26

-6.44K

HUNTINGTON NATIONAL BANK

Jun 30, 26

-1.17K

WealthShield Partners, LLC

Jun 30, 26

-949

NOVEM GROUP

Jun 30, 26

-14.74K

Basepoint Wealth LLC

Jun 30, 26

-7

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-17.87K

OpenArc Corporate Advisory, LLC

Jun 30, 26

-37.81K

FLOW TRADERS U.S. LLC

Jun 30, 26

-4.27K

Golden State Equity Partners

Jun 30, 26

-24.16K

UNIQUE WEALTH, LLC

Jun 30, 26

-11.23K

BESSEMER GROUP INC

Jun 30, 26

-40.01K

CWM, LLC

993.47K

Mar 31, 26

+70.76K

1.66%

TruWealth Advisors, LLC

92.98K

Mar 31, 26

+1.34K

0.16%

U.S. Capital Wealth Advisors, LLC

20.22K

Mar 31, 26

+10.50K

0.03%

Anchor Investment Management, LLC

12.43K

Mar 31, 26

0.02%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

10.80K

Mar 31, 26

0.02%

First Affirmative Financial Network

9.29K

Mar 31, 26

+9.29K

0.02%

Sunbelt Securities, Inc.

3.78K

Mar 31, 26

-35

0.01%

Red Tortoise LLC

1.43K

Mar 31, 26

+12

0.00%

Janney Capital Management LLC

29.09K

Dec 31, 25

+49

0.05%

COMERICA BANK

23.06K

Dec 31, 25

+2.29K

0.04%

ORG Partners LLC

16.14K

Dec 31, 25

+81

0.03%

CIBC Private Wealth Group, LLC

590

Dec 31, 25

-176

0.00%

OPTIMUM INVESTMENT ADVISORS

75.22K

Sep 30, 25

0.13%

First International Bank & Trust

57.32K

Sep 30, 25

-176

0.10%

PALO ALTO WEALTH ADVISORS, LLC

14.12K

Sep 30, 25

+465

0.02%

SYNOVUS FINANCIAL CORP

3.95K

Sep 30, 25

-480

0.01%

Accredited Wealth Management, LLC

130

Sep 30, 25

-2.19K

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+51

0.00%

WOLVERINE TRADING, LLC

Sep 30, 25

-4.34K

Financial Advocates Investment Management

Sep 30, 25

-5.00K

OLYMPUS WEALTH MANAGEMENT, LLC

109.05K

Jun 30, 25

+3.12K

0.18%

Martin Worley Group

89.06K

Jun 30, 25

+239

0.15%

AVANTAX ADVISORY SERVICES, INC.

70.14K

Jun 30, 25

+4.62K

0.12%

Atria Wealth Solutions, Inc.

30.50K

Jun 30, 25

+2.72K

0.05%

First Horizon Advisors, Inc.

Jun 30, 25

-276

Orion Portfolio Solutions, LLC

120.95K

Mar 31, 25

-10.43K

0.20%

Sandy Spring Bank

33.51K

Mar 31, 25

+13.05K

0.06%

Executive Wealth Management, LLC

66.31K

Dec 31, 24

+2.49K

0.11%

SignalPoint Asset Management, LLC

19.60K

Dec 31, 24

+3.15K

0.03%

AlphaMark Advisors, LLC

17.98K

Dec 31, 24

+3.01K

0.03%

Riggs Capital Management LLC

10.85K

Dec 31, 24

+10.85K

0.02%

Fairhaven Wealth Management, LLC

9.50K

Dec 31, 24

0.02%

WINTRUST INVESTMENTS LLC

2.26K

Dec 31, 24

+167

0.00%

RAYMOND JAMES & ASSOCIATES

259.38K

Sep 30, 24

+72.38K

0.43%

Raymond James Financial Services Advisors, Inc.

139.75K

Sep 30, 24

+13.54K

0.23%

Kowal Investment Group, LLC

34.68K

Sep 30, 24

-168

0.06%

RAYMOND JAMES TRUST N.A.

24.29K

Sep 30, 24

+10.04K

0.04%

Kingfisher Capital LLC

12.23K

Sep 30, 24

-1.02K

0.02%

Planning Capital Management Corp

1.74K

Sep 30, 24

0.00%

Gratus Capital LLC

262.69K

Jun 30, 24

+11.07K

0.44%

Vantage Financial Partners Ltd., Inc.

134.53K

Jun 30, 24

+8.22K

0.23%

Arden Trust Co

133.36K

Jun 30, 24

+1.01K

0.22%

Clear Rock Advisors, LLC

116.52K

Jun 30, 24

+6.68K

0.20%

Greytown Advisors Inc.

15.18K

Jun 30, 24

+3.88K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.09K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.20K

Cetera Advisor Networks LLC

299.40K

Mar 31, 24

+23.49K

0.50%

Atlas Private Wealth Management

7.78K

Mar 31, 24

+7.78K

0.01%

Simplicity Solutions, LLC

45.84K

Dec 31, 23

-186

0.08%

StrategIQ Financial Group, LLC

27.76K

Dec 31, 23

+4.35K

0.05%

EisnerAmper Wealth Management Corporate Benefits, LLC

14.51K

Dec 31, 23

+6.13K

0.02%

Bartlett & Co. LLC

10.74K

Dec 31, 23

+8.69K

0.02%

BEDEL FINANCIAL CONSULTING INC

12.75K

Sep 30, 23

+12.75K

0.02%

PFS INVESTMENTS INC.

32.52K

Jun 30, 23

-1.60K

0.05%

BerganKDV Wealth Management, LLC

6.30K

Jun 30, 23

-16

0.01%

Endurance Wealth Management, Inc.

3.80K

Jun 30, 23

0.01%

Quantitative Advantage, LLC

15.43K

Mar 31, 23

+1.62K

0.03%

Beaumont Financial Partners, LLC

6.49K

Sep 30, 22

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

5.46K

Sep 30, 22

+5.46K

0.01%

American Portfolios Advisors

5.05K

Sep 30, 22

+5.05K

0.01%

Covington Capital Management

941

Sep 30, 22

0.00%

Strategic Asset Management, LLC

362

Sep 30, 22

-113

0.00%

B. Riley Wealth Management, Inc.

15.80K

Jun 30, 22

+4.50K

0.03%

Private Capital Group, LLC

Jun 30, 22

-272

CAPITAL ONE FINANCIAL CORP

49.59K

Mar 31, 22

-8.78K

0.08%

Karn, Couzens & Associates, Inc.

38.91K

Mar 31, 22

+34.30K

0.07%

NEXT Financial Group, Inc

Dec 31, 21

-2.30K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

25.25K

Sep 30, 21

+6.22K

0.04%

Harborview Advisors, LLC

Sep 30, 21

-12.64K

Hoover Financial Advisors, Inc.

Jun 30, 21

0.00%

Winslow, Evans & Crocker, Inc.

200

Dec 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

98.63K

Dec 31, 19

+19.12K

0.17%

Advisor Group, Inc.

20.79K

Dec 31, 19

-268

0.03%

BOSTON ADVISORS LLC

26.67K

Sep 30, 19

-581

0.04%

BB&T SECURITIES, LLC

7.10K

Sep 30, 19

+110

0.01%

SUNTRUST BANKS INC

4.38K

Sep 30, 19

+49

0.01%

MRA Associates USA LLC

Sep 30, 19

0.00%

Live Your Vision, LLC

17.09K

Mar 31, 19

-4.27K

0.03%

WealthShield, LLC

6.33K

Dec 31, 17

+6.33K

0.01%

Virtu KCG Holdings LLC

18.30K

Jun 30, 17

-9.57K

0.03%

Commonwealth Equity Services, Inc

11.94K

Jun 30, 17

+272

0.02%

MSI Financial Services Inc

3.13K

Dec 31, 16

-318

0.01%

VSR Financial Services, Inc.

17.99K

Jun 30, 16

-8.08K

0.03%

FIRSTMERIT BANK N A TRUSTEE

6.29K

Jun 30, 16

0.01%

Carnick & Kubik, LLC

5.60K

Mar 31, 16

0.01%

CURIAN CAPITAL LLC

10.88K

Dec 31, 15

-16.60K

0.02%

Pinnacle Summer Investments, Inc.

514

Dec 31, 15

-475

0.00%

Dominick & Dominick LLC

12.80K

Dec 31, 14

-15.00K

0.02%

FOUNDERS BANK & TRUST

11.88K

Dec 31, 14

0.02%

NEW ENGLAND SECURITIES CORP /MA/

1.12K

Dec 31, 14

+350

0.00%

UBS AG

166.53K

Sep 30, 14

+9.87K

0.28%

Jane Street Holding, LLC

Dec 31, 13

-26.33K

STIFEL NICOLAUS & CO INC \MO\

13.44K

Sep 30, 13

+741

0.02%

KNIGHT CAPITAL GROUP LLC

14.20K

Jun 30, 13

+14.20K

0.02%

First Allied Securities, Inc.

200

Jun 30, 12

-2.54K

0.00%