How do I set a price alert for OEF?

To set a OEF price alert on Stock Alarm Pro, navigate to the OEF quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for OEF?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for OEF. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for OEF?

Stock Alarm Pro supports over 125 trigger types for OEF: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about OEF price changes?

OEF alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for OEF alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for OEF and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

OEF Institutional Ownership & 13F Filings

iShares S&P 100 ETF(OEF)

NYSEUpdated 2:01 PM ETAbout this dataData status

$371.10▼-2.46 (-0.66%)

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Holder	Shares	Date	Change	% Held
FIFTH THIRD BANCORP	2.61M	Sep 30, 26	+38.76K	4.85%
JPMORGAN CHASE & CO	1.52M	Sep 30, 26	-89.05K	2.83%
LPL Financial LLC	1.03M	Sep 30, 26	+16.03K	1.91%
UBS Group AG	642.44K	Sep 30, 26	-18.27K	1.20%
IEQ CAPITAL, LLC	621.23K	Sep 30, 26	+2.01K	1.16%
Quantum Financial Advisors, LLC	446.07K	Sep 30, 26	+41.35K	0.83%
PNC FINANCIAL SERVICES GROUP, INC.	429.15K	Sep 30, 26	-1.99K	0.80%
Focus Partners Wealth	416.79K	Sep 30, 26	-12.65K	0.78%
MAI Capital Management	409.08K	Sep 30, 26	-2.43K	0.76%
RAYMOND JAMES FINANCIAL INC	389.21K	Sep 30, 26	-456	0.72%
CM WEALTH ADVISORS LLC	240.53K	Sep 30, 26	-95	0.45%
Bluespring Wealth Management, LLC	233.22K	Sep 30, 26	+2.49K	0.43%
ALPS ADVISORS INC	192.46K	Sep 30, 26	+38.94K	0.36%
BANK OF MONTREAL /CAN/	174.59K	Sep 30, 26	-2.25K	0.32%
OneDigital Investment Advisors LLC	171.96K	Sep 30, 26	+8.73K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	169.01K	Sep 30, 26	-19.11K	0.31%
FMR LLC	168.12K	Sep 30, 26	-266	0.31%
Ensign Peak Advisors, Inc	166.57K	Sep 30, 26	-3.91K	0.31%
SIGNATUREFD, LLC	150.57K	Sep 30, 26	-612	0.28%
Mariner, LLC	146.79K	Sep 30, 26	-7.02K	0.27%
Chesley Taft & Associates LLC	139.12K	Sep 30, 26	+138.25K	0.26%
FRANKLIN TEMPLETON INC	122.68K	Sep 30, 26	-120	0.23%
AGF MANAGEMENT LTD	119.26K	Sep 30, 26	-11.11K	0.22%
OSAIC HOLDINGS, INC.	111.75K	Sep 30, 26	-15.04K	0.21%
Financial Partners Group, Inc	109.63K	Sep 30, 26	-1.63K	0.20%
Oakworth Capital, Inc.	99.51K	Sep 30, 26	-1.25K	0.19%
Ackerman Asset Management, LLC	87.08K	Sep 30, 26	-720	0.16%
Financial Enhancement Group LLC	83.32K	Sep 30, 26	+582	0.16%
Harbour Trust & Investment Management Co	81.07K	Sep 30, 26	-459	0.15%
CAPTRUST FINANCIAL ADVISORS	78.56K	Sep 30, 26	-300	0.15%
Marin Bay Wealth Advisors, LLC	75.22K	Sep 30, 26	-1.39K	0.14%
Demars Financial Group, LLC	75.14K	Sep 30, 26	+1.87K	0.14%
OLD NATIONAL BANCORP /IN/	73.05K	Sep 30, 26	-1.31K	0.14%
Amplius Wealth Advisors, LLC	71.51K	Sep 30, 26	-2.57K	0.13%
IFP Advisors, Inc	70.83K	Sep 30, 26	-1.95K	0.13%
Panoramic Capital Partners, LLC	68.02K	Sep 30, 26	+3.23K	0.13%
Cambridge Investment Research Advisors, Inc.	63.79K	Sep 30, 26	+9.02K	0.12%
PATTEN & PATTEN INC/TN	61.64K	Sep 30, 26	-451	0.11%
Wealth Group Ltd	61.20K	Sep 30, 26	+770	0.11%
MGO ONE SEVEN LLC	59.99K	Sep 30, 26	-1.76K	0.11%
Investors Research Corp	57.95K	Sep 30, 26	-49	0.11%
Merit Financial Group, LLC	56.64K	Sep 30, 26	+6.60K	0.11%
TRUIST FINANCIAL CORP	54.09K	Sep 30, 26	+2.87K	0.10%
Creative Planning	51.60K	Sep 30, 26	+2.37K	0.10%
US BANCORP \DE\	48.82K	Sep 30, 26	+2.09K	0.09%
Kestra Advisory Services, LLC	48.41K	Sep 30, 26	-7.01K	0.09%
MB Generational Wealth, LLC	45.47K	Sep 30, 26	-21	0.08%
Roof Eidam Maycock Peralta, LLC	43.80K	Sep 30, 26	-1.07K	0.08%
KEYBANK NATIONAL ASSOCIATION/OH	43.77K	Sep 30, 26	-173	0.08%
VICUS CAPITAL	43.01K	Sep 30, 26	+1.19K	0.08%
Carnegie Investment Counsel	41.87K	Sep 30, 26	+89	0.08%
Detalus Advisors, LLC	41.42K	Sep 30, 26	-986	0.08%
HighTower Advisors, LLC	41.12K	Sep 30, 26	-962	0.08%
FIFTH THIRD SECURITIES, INC.	40.93K	Sep 30, 26	-1.25K	0.08%
M&T BANK CORP	40.30K	Sep 30, 26	-2.26K	0.07%
TSA Wealth Managment LLC	40.16K	Sep 30, 26	-1.60K	0.07%
J.W. COLE ADVISORS, INC.	39.29K	Sep 30, 26	+1.31K	0.07%
SAGESPRING WEALTH PARTNERS, LLC	38.73K	Sep 30, 26	-888	0.07%
Keebeck Wealth Management	37.45K	Sep 30, 26	-4.75K	0.07%
Meridian Wealth Advisors, LLC	36.51K	Sep 30, 26	-8.16K	0.07%
Schorn Wealth LLC	35.58K	Sep 30, 26	-690	0.07%
Wealth Forward, LLC	33.93K	Sep 30, 26	-25.77K	0.06%
PARK AVENUE SECURITIES LLC	32.53K	Sep 30, 26	-835	0.06%
Segment Wealth Management, LLC	32.35K	Sep 30, 26	-19	0.06%
Wharton Business Group, LLC	32.01K	Sep 30, 26	-1.06K	0.06%
Prospera Financial Services Inc	31.98K	Sep 30, 26	+161	0.06%
Bank of New York Mellon Corp	31.91K	Sep 30, 26	-6.00K	0.06%
Private Advisor Group, LLC	31.10K	Sep 30, 26	+4.81K	0.06%
Janney Montgomery Scott LLC	30.71K	Sep 30, 26	-220	0.06%
Select Asset Management & Trust	30.68K	Sep 30, 26	+2.38K	0.06%
Fifth Third Wealth Advisors LLC	30.32K	Sep 30, 26	-3.29K	0.06%
ES4, LLC	30.22K	Sep 30, 26	+61	0.06%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	30.00K	Sep 30, 26	--	0.06%
One Capital Management, LLC	29.36K	Sep 30, 26	-4.92K	0.05%
Roble, Belko & Company, Inc	29.04K	Sep 30, 26	-207	0.05%
Aft, Forsyth & Sober, LLC	28.80K	Sep 30, 26	--	0.05%
KICKSTAND VENTURES, LLC.	28.76K	Sep 30, 26	-299	0.05%
Alternative Investment Advisors, LLC.	28.18K	Sep 30, 26	+4.62K	0.05%
Farther Finance Advisors, LLC	27.83K	Sep 30, 26	-6.05K	0.05%
FSA WEALTH PARTNERS, INC.	27.72K	Sep 30, 26	+16.95K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	27.69K	Sep 30, 26	+22.66K	0.05%
Diversify Advisory Services, LLC	27.69K	Sep 30, 26	+22.66K	0.05%
ATTICUS WEALTH MANAGEMENT, LLC	27.59K	Sep 30, 26	-350	0.05%
Legacy Advisors, LLC	27.42K	Sep 30, 26	+2	0.05%
Vise Technologies, Inc.	26.84K	Sep 30, 26	+3.00K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.11K	Sep 30, 26	-3.49K	0.05%
PMG Wealth Management, Inc.	26.10K	Sep 30, 26	-1.04K	0.05%
Mezzasalma Advisors, LLC	25.48K	Sep 30, 26	+2.70K	0.05%
McKinley Carter Wealth Services, Inc.	25.27K	Sep 30, 26	-906	0.05%
Capital Advisors, Ltd. LLC	24.68K	Sep 30, 26	-361	0.05%
CARRET ASSET MANAGEMENT, LLC	24.56K	Sep 30, 26	-660	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	24.46K	Sep 30, 26	+13.49K	0.05%
Ascent Group, LLC	24.23K	Sep 30, 26	-283	0.05%
Concurrent Investment Advisors, LLC	23.42K	Sep 30, 26	+1.91K	0.04%
Robertson Stephens Wealth Management, LLC	23.41K	Sep 30, 26	--	0.04%
Cypress Wealth Services, LLC	23.06K	Sep 30, 26	-43	0.04%
Yanni & Associates Investment Advisors, LLC	22.97K	Sep 30, 26	-455	0.04%
BASSO CAPITAL MANAGEMENT, L.P.	22.95K	Sep 30, 26	-456	0.04%
D.A. DAVIDSON & CO.	22.85K	Sep 30, 26	+483	0.04%
Onyx Bridge Wealth Group LLC	22.83K	Sep 30, 26	+1.80K	0.04%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	22.72K	Sep 30, 26	-2.79K	0.04%
STIFEL FINANCIAL CORP	22.65K	Sep 30, 26	-17.57K	0.04%
BLAIR WILLIAM & CO/IL	22.27K	Sep 30, 26	+444	0.04%
PATTON ALBERTSON MILLER GROUP, LLC	22.27K	Sep 30, 26	+377	0.04%
Cardinal Strategic Wealth Guidance	21.94K	Sep 30, 26	-2.47K	0.04%
HB Wealth Management, LLC	21.93K	Sep 30, 26	-850	0.04%
Ethos Financial Group, LLC	21.78K	Sep 30, 26	+21.06K	0.04%
Meridian Wealth Management, LLC	21.53K	Sep 30, 26	+1.45K	0.04%
TITLEIST ASSET MANAGEMENT, LLC	21.40K	Sep 30, 26	+6.47K	0.04%
SCS Capital Management LLC	21.33K	Sep 30, 26	+44	0.04%
Savvy Advisors, Inc.	21.25K	Sep 30, 26	+1.12K	0.04%
Manchester Capital Management LLC	21.05K	Sep 30, 26	-210	0.04%
CITIZENS FINANCIAL GROUP INC/RI	20.40K	Sep 30, 26	+2.50K	0.04%
W ADVISORS, LLC	19.79K	Sep 30, 26	-927	0.04%
Mayflower Financial Advisors, LLC	19.29K	Sep 30, 26	+210	0.04%
MONECO ADVISORS, LLC	19.18K	Sep 30, 26	-932	0.04%
Client First Capital LLC	18.66K	Sep 30, 26	-1.43K	0.03%
Security Financial Services, INC.	18.66K	Sep 30, 26	-802	0.03%
Arax Advisory Partners	18.56K	Sep 30, 26	+1.03K	0.03%
WEALTHEDGE INVESTMENT ADVISORS, LLC	18.30K	Sep 30, 26	+2.36K	0.03%
Affinity Capital Advisors, LLC	18.16K	Sep 30, 26	-3.36K	0.03%
NTV ASSET MANAGEMENT LLC	17.90K	Sep 30, 26	-450	0.03%
Kaydan Wealth Management, Inc.	17.89K	Sep 30, 26	-1.07K	0.03%
Independence Bank of Kentucky	17.60K	Sep 30, 26	-69	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.95K	Sep 30, 26	+885	0.03%
VERUS CAPITAL PARTNERS, LLC	16.88K	Sep 30, 26	-430	0.03%
CFS Investment Advisory Services, LLC	16.82K	Sep 30, 26	-86	0.03%
CULBERTSON A N & CO INC	16.66K	Sep 30, 26	-548	0.03%
Forthright Family Wealth Advisory LLC	16.59K	Sep 30, 26	-90	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.50K	Sep 30, 26	+949	0.03%
Fisher Asset Management, LLC	16.44K	Sep 30, 26	-462	0.03%
OneAscent Financial Services LLC	16.42K	Sep 30, 26	+16.42K	0.03%
Ashton Thomas Private Wealth, LLC	16.00K	Sep 30, 26	-62	0.03%
GenWealth Group, Inc.	15.94K	Sep 30, 26	-604	0.03%
SHEETS SMITH WEALTH MANAGEMENT	15.56K	Sep 30, 26	-15	0.03%
Asempa Wealth Advisors	15.45K	Sep 30, 26	-5	0.03%
REGIONS FINANCIAL CORP	15.21K	Sep 30, 26	-454	0.03%
COMMERCE BANK	14.96K	Sep 30, 26	+4.12K	0.03%
Claro Advisors Inc.	14.96K	Sep 30, 26	+1.74K	0.03%
FULTON BREAKEFIELD BROENNIMAN LLC	14.95K	Sep 30, 26	-573	0.03%
WHITTIER TRUST CO OF NEVADA INC	14.87K	Sep 30, 26	--	0.03%
HUNTINGTON NATIONAL BANK	14.31K	Sep 30, 26	-3.64K	0.03%
Ridgeline Wealth, LLC	13.83K	Sep 30, 26	-183	0.03%
Avid Wealth Partners LLC	13.43K	Sep 30, 26	-162	0.02%
Kelly Financial Services LLC	13.18K	Sep 30, 26	-1.75K	0.02%
ONE Advisory Partners, LLC	12.95K	Sep 30, 26	-534	0.02%
Peloton Wealth Strategists	12.74K	Sep 30, 26	-173	0.02%
Csenge Advisory Group	12.65K	Sep 30, 26	+86	0.02%
KM Capital Management Ltd.	12.62K	Sep 30, 26	-1.03K	0.02%
Horst & Graben Wealth Management LLC	12.42K	Sep 30, 26	-19	0.02%
Canal Capital Management, LLC	12.22K	Sep 30, 26	-147	0.02%
MLG Wealth Management DBA Pine Grove Financial Group	12.14K	Sep 30, 26	-530	0.02%
Parallel Advisors, LLC	12.04K	Sep 30, 26	+1.29K	0.02%
Dana Investment Advisors, Inc.	11.91K	Sep 30, 26	-1.56K	0.02%
Summit Financial, LLC	11.91K	Sep 30, 26	-488	0.02%
Quadrant Private Wealth Management, LLC	11.79K	Sep 30, 26	+11.79K	0.02%
Atria Investments, Inc	11.79K	Sep 30, 26	+5.32K	0.02%
Spectrum Planning & Advisory Services Inc.	11.55K	Sep 30, 26	-4.50K	0.02%
Sovran Advisors, LLC	11.54K	Sep 30, 26	-690	0.02%
Heritage Wealth Advisors	11.37K	Sep 30, 26	-92	0.02%
WELCH & FORBES LLC	11.26K	Sep 30, 26	-1.00K	0.02%
Dakota Wealth Management	11.23K	Sep 30, 26	-690	0.02%
ShoreHaven Wealth Partners, LLC	10.93K	Sep 30, 26	+61	0.02%
Capital Investment Counsel, LLC	10.75K	Sep 30, 26	-250	0.02%
Black Swift Group, LLC	10.62K	Sep 30, 26	--	0.02%
Strategic Blueprint, LLC	10.61K	Sep 30, 26	-1.11K	0.02%
PERRYMAN FINANCIAL ADVISORY INC /AD	10.59K	Sep 30, 26	+277	0.02%
Aviance Capital Partners, LLC	10.57K	Sep 30, 26	--	0.02%
71 West Capital Partners	10.55K	Sep 30, 26	+687	0.02%
Argent Trust Co	10.16K	Sep 30, 26	--	0.02%
WEDBUSH SECURITIES INC	9.83K	Sep 30, 26	-2.07K	0.02%
Global Retirement Partners, LLC	9.54K	Sep 30, 26	-530	0.02%
St. Louis Trust Co	9.38K	Sep 30, 26	--	0.02%
JFS WEALTH ADVISORS, LLC	9.31K	Sep 30, 26	-27	0.02%
RMR Wealth Builders	9.21K	Sep 30, 26	+11	0.02%
St. Clair Advisors, LLC	8.94K	Sep 30, 26	-150	0.02%
Madrona Financial Services, LLC	8.82K	Sep 30, 26	+8.82K	0.02%
KCM INVESTMENT ADVISORS LLC	8.80K	Sep 30, 26	-118	0.02%
Adirondack Capital Advisors, LLC	8.78K	Sep 30, 26	-40	0.02%
Jordan Park Group LLC	8.68K	Sep 30, 26	+8.02K	0.02%
FINANCIAL LIFE ADVISORS	8.65K	Sep 30, 26	-1.80K	0.02%
PARSONS CAPITAL MANAGEMENT INC/RI	8.53K	Sep 30, 26	-419	0.02%
MEANS INVESTMENT CO., INC.	8.45K	Sep 30, 26	--	0.02%
MONTAG A & ASSOCIATES INC	8.34K	Sep 30, 26	-139	0.02%
CMH Wealth Management LLC	8.29K	Sep 30, 26	-50	0.02%
Perigon Wealth Management, LLC	8.11K	Sep 30, 26	-1.21K	0.02%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	7.90K	Sep 30, 26	--	0.01%
Global Wealth Strategies & Associates	7.87K	Sep 30, 26	-224	0.01%
RENAISSANCE TECHNOLOGIES LLC	7.81K	Sep 30, 26	-2.87K	0.01%
UPTICK PARTNERS, LLC	7.76K	Sep 30, 26	-161	0.01%
AMG National Trust Bank	7.65K	Sep 30, 26	-662	0.01%
ACCESS FINANCIAL SERVICES, INC.	7.55K	Sep 30, 26	--	0.01%
Hoxton Planning & Management, LLC	7.55K	Sep 30, 26	-259	0.01%
Trail Ridge Investment Advisors, LLC	7.51K	Sep 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7.47K	Sep 30, 26	+893	0.01%
Able Wealth Management LLC	7.39K	Sep 30, 26	+391	0.01%
Shared Vision Wealth Group LLC	7.38K	Sep 30, 26	-481	0.01%
Opus Capital Group, LLC	7.31K	Sep 30, 26	--	0.01%
Focus Financial Network, Inc.	7.17K	Sep 30, 26	+374	0.01%
SCOTIA CAPITAL INC.	7.12K	Sep 30, 26	+30	0.01%
Beaumont Asset Management, L.L.C.	7.08K	Sep 30, 26	--	0.01%
1834 INVESTMENT ADVISORS CO	7.05K	Sep 30, 26	+122	0.01%
Plancorp, LLC	7.03K	Sep 30, 26	+1.36K	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	7.01K	Sep 30, 26	-137	0.01%
OpenArc Corporate Advisory, LLC	6.92K	Sep 30, 26	+1.52K	0.01%
Tortoise Investment Management, LLC	6.92K	Sep 30, 26	--	0.01%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	6.70K	Sep 30, 26	-34	0.01%
Klingman & Associates, LLC	6.62K	Sep 30, 26	-262	0.01%
Nuveen, LLC	6.62K	Sep 30, 26	+2.23K	0.01%
RASP WEALTH SOLUTIONS, LLC	6.60K	Sep 30, 26	+47	0.01%
Finley Financial, LLC	6.56K	Sep 30, 26	--	0.01%
BEACON FINANCIAL GROUP	6.51K	Sep 30, 26	+11	0.01%
Orion Porfolio Solutions, LLC	6.51K	Sep 30, 26	+1.39K	0.01%
AE Wealth Management LLC	6.50K	Sep 30, 26	-2	0.01%
Ameritas Advisory Services, LLC	6.48K	Sep 30, 26	+1.07K	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	6.48K	Sep 30, 26	--	0.01%
Berkshire Money Management, Inc.	6.47K	Sep 30, 26	+6.47K	0.01%
BAILARD, INC.	6.45K	Sep 30, 26	--	0.01%
NWAM LLC	6.43K	Sep 30, 26	+273	0.01%
Lido Advisors, LLC	6.41K	Sep 30, 26	-9	0.01%
Lynch Investment Planning, LLC	6.24K	Sep 30, 26	-916	0.01%
Financial Concepts Unlimited, Inc.	6.22K	Sep 30, 26	+50	0.01%
Dynamic Advisor Solutions LLC	6.22K	Sep 30, 26	-395	0.01%
SAX WEALTH ADVISORS, LLC	6.20K	Sep 30, 26	-478	0.01%
CreativeOne Wealth, LLC	6.16K	Sep 30, 26	-1.39K	0.01%
Diversified Trust Co	6.13K	Sep 30, 26	-132	0.01%
Synergy Asset Management, LLC	6.13K	Sep 30, 26	+6.13K	0.01%
RAHLFS CAPITAL, LLC	6.10K	Sep 30, 26	--	0.01%
McAdam, LLC	6.08K	Sep 30, 26	-284	0.01%
Confluence Wealth Services, Inc.	6.04K	Sep 30, 26	+3.70K	0.01%
RIA Advisory Group LLC	5.97K	Sep 30, 26	-5.18K	0.01%
HENGEHOLD CAPITAL MANAGEMENT LLC	5.96K	Sep 30, 26	+1.35K	0.01%
B. Riley Wealth Advisors, Inc.	5.95K	Sep 30, 26	+2.26K	0.01%
CHOREO, LLC	5.92K	Sep 30, 26	-237	0.01%
Permanent Capital Management, LP	5.91K	Sep 30, 26	+2.76K	0.01%
Elevation Capital Advisory, LLC	5.87K	Sep 30, 26	-16.45K	0.01%
First Heartland Consultants, Inc.	5.76K	Sep 30, 26	+5.76K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.70K	Sep 30, 26	-22	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	5.59K	Sep 30, 26	+96	0.01%
Gilliland Jeter Wealth Management LLC	5.55K	Sep 30, 26	-969	0.01%
Optivise Advisory Services LLC	5.54K	Sep 30, 26	+41	0.01%
TD Waterhouse Canada Inc.	5.47K	Sep 30, 26	+190	0.01%
PRINCIPAL SECURITIES, INC.	5.42K	Sep 30, 26	-491	0.01%
ADIRONDACK TRUST CO	5.40K	Sep 30, 26	-145	0.01%
ASSETMARK, INC	5.39K	Sep 30, 26	+202	0.01%
STEPHENS INC /AR/	5.38K	Sep 30, 26	+531	0.01%
MONOGRAPH WEALTH ADVISORS, LLC	5.38K	Sep 30, 26	--	0.01%
Banco Santander, S.A.	5.35K	Sep 30, 26	+5.35K	0.01%
Spire Wealth Management	5.29K	Sep 30, 26	-326	0.01%
Apella Capital, LLC	5.22K	Sep 30, 26	+18	0.01%
IBEX WEALTH ADVISORS	5.21K	Sep 30, 26	+43	0.01%
Belpointe Asset Management LLC	5.20K	Sep 30, 26	+442	0.01%
Mission Creek Capital Partners, Inc.	5.12K	Sep 30, 26	-108	0.01%
PINNACLE ASSOCIATES LTD	5.10K	Sep 30, 26	+18	0.01%
Stone Wealth Partners	5.09K	Sep 30, 26	+2.55K	0.01%
Beacon Financial Advisory LLC	5.05K	Sep 30, 26	+139	0.01%
Legacies Wealth LLC	5.00K	Sep 30, 26	--	0.01%
Sigma Planning Corp	5.00K	Sep 30, 26	-200	0.01%
Triad Wealth Partners, LLC	4.94K	Sep 30, 26	-100	0.01%
Clearstead Advisors, LLC	4.90K	Sep 30, 26	+26	0.01%
Baker Avenue Asset Management, LP	4.89K	Sep 30, 26	-344	0.01%
Prime Capital Investment Advisors, LLC	4.83K	Sep 30, 26	-9	0.01%
MATHER GROUP, LLC.	4.82K	Sep 30, 26	-527	0.01%
NWF Advisory Services Inc.	4.82K	Sep 30, 26	+94	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.79K	Sep 30, 26	-837	0.01%
CURTIS WEALTH MANAGEMENT LLC	4.77K	Sep 30, 26	-638	0.01%
Allen Investment Management, LLC	4.69K	Sep 30, 26	--	0.01%
WATERSHED PRIVATE WEALTH LLC	4.61K	Sep 30, 26	-1.54K	0.01%
Wilshire Advisors LLC	4.55K	Sep 30, 26	+4.55K	0.01%
Forvis Mazars Wealth Advisors, LLC	4.53K	Sep 30, 26	+6	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	4.51K	Sep 30, 26	-331	0.01%
Councilmark Asset Management, LLC	4.47K	Sep 30, 26	--	0.01%
Rothschild Wealth LLC	4.43K	Sep 30, 26	-26	0.01%
Chicago Partners Investment Group LLC	4.43K	Sep 30, 26	+333	0.01%
Curbstone Financial Management Corp	4.41K	Sep 30, 26	--	0.01%
Focus Advisor Solutions, LLC	4.37K	Sep 30, 26	+1.69K	0.01%
WJ Wealth Management, LLC	4.32K	Sep 30, 26	--	0.01%
Darwin Wealth Management, LLC	4.24K	Sep 30, 26	+4	0.01%
Certified Advisory Corp	4.19K	Sep 30, 26	+7	0.01%
Measured Wealth Private Client Group, LLC	4.19K	Sep 30, 26	-227	0.01%
PDS Planning, Inc	4.16K	Sep 30, 26	+57	0.01%
FIRETHORN WEALTH PARTNERS, LLC	4.09K	Sep 30, 26	-279	0.01%
QUADRANT CAPITAL GROUP LLC	4.08K	Sep 30, 26	--	0.01%
Northside Capital Management, LLC	4.06K	Sep 30, 26	--	0.01%
Trek Financial, LLC	4.04K	Sep 30, 26	-25	0.01%
HighPoint Advisor Group LLC	4.00K	Sep 30, 26	-872	0.01%
XML Financial, LLC	3.99K	Sep 30, 26	-3	0.01%
WEALTHGARDEN F.S. LLC	3.96K	Sep 30, 26	-4	0.01%
BESSEMER GROUP INC	3.95K	Sep 30, 26	--	0.01%
Pinnacle Wealth Management Advisory Group, LLC	3.91K	Sep 30, 26	+18	0.01%
Trust Point Inc.	3.80K	Sep 30, 26	--	0.01%
Columbus Macro, LLC	3.72K	Sep 30, 26	+8	0.01%
GC Wealth Management RIA, LLC	3.66K	Sep 30, 26	-2	0.01%
Sovereign Financial Group, Inc.	3.66K	Sep 30, 26	+92	0.01%
SMITH, MOORE & CO.	3.62K	Sep 30, 26	-24	0.01%
Sharkey, Howes & Javer	3.57K	Sep 30, 26	+248	0.01%
WealthPlan Investment Management, LLC	3.55K	Sep 30, 26	-38	0.01%
WRAPMANAGER INC	3.54K	Sep 30, 26	-93	0.01%
Cyndeo Wealth Partners, LLC	3.53K	Sep 30, 26	--	0.01%
VestGen Advisors, LLC	3.50K	Sep 30, 26	-298	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	3.47K	Sep 30, 26	--	0.01%
BRIGHTON JONES LLC	3.47K	Sep 30, 26	+238	0.01%
Maxele Advisors, LLC	3.46K	Sep 30, 26	-32	0.01%
CPA Asset Management Group, LLC	3.45K	Sep 30, 26	-263	0.01%
LVZ, Inc.	3.44K	Sep 30, 26	+3.44K	0.01%
Checchi Capital Advisers, LLC	3.44K	Sep 30, 26	--	0.01%
ELEVATION POINT WEALTH PARTNERS, LLC	3.42K	Sep 30, 26	+1.40K	0.01%
EverSource Wealth Advisors, LLC	3.39K	Sep 30, 26	+84	0.01%
Park Edge Advisors, LLC	3.37K	Sep 30, 26	-54	0.01%
Verum Partners LLC	3.37K	Sep 30, 26	-20	0.01%
SUTTON PLACE INVESTORS LLC	3.29K	Sep 30, 26	+13	0.01%
SMITH SHELLNUT WILSON LLC /ADV	3.27K	Sep 30, 26	+384	0.01%
NAPLES GLOBAL ADVISORS, LLC	3.27K	Sep 30, 26	-5	0.01%
Advus Financial Partners, LLC	3.24K	Sep 30, 26	-5.41K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	3.22K	Sep 30, 26	-234	0.01%
Golden State Wealth Management, LLC	3.19K	Sep 30, 26	-1.04K	0.01%
Lansing Street Advisors	3.19K	Sep 30, 26	+19	0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	3.17K	Sep 30, 26	--	0.01%
ZENITH SOLUTIONS, INC.	3.15K	Sep 30, 26	-399	0.01%
Patriot Financial Group Insurance Agency, LLC	3.14K	Sep 30, 26	-133	0.01%
Lifetime Wealth Management P.C.	3.11K	Sep 30, 26	--	0.01%
Fiduciary Group, LLC	3.09K	Sep 30, 26	-77	0.01%
ARCADIA INVESTMENT ADVISORS LLC	3.08K	Sep 30, 26	-38	0.01%
DT Investment Partners, LLC	3.00K	Sep 30, 26	--	0.01%
Horizon Wealth Management, LLC	2.99K	Sep 30, 26	-852	0.01%
Linscomb Wealth, Inc.	2.95K	Sep 30, 26	--	0.01%
Altus Wealth Management, LLC	2.92K	Sep 30, 26	-28	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	2.90K	Sep 30, 26	+257	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	2.84K	Sep 30, 26	+433	0.01%
FIRST TRUST ADVISORS LP	2.83K	Sep 30, 26	-10	0.01%
Western Wealth Management, LLC	2.79K	Sep 30, 26	-48	0.01%
Accelerate Investment Advisors LLC	2.78K	Sep 30, 26	+224	0.01%
Apollon Wealth Management, LLC	2.76K	Sep 30, 26	-618	0.01%
DAVENPORT & Co LLC	2.71K	Sep 30, 26	-92	0.01%
Apex Wealth Management, LLC	2.70K	Sep 30, 26	-5	0.01%
MISSION WEALTH MANAGEMENT, LP	2.69K	Sep 30, 26	-163	0.01%
Pallas Capital Advisors LLC	2.66K	Sep 30, 26	--	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	2.63K	Sep 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	2.61K	Sep 30, 26	+57	0.00%
ASHTON THOMAS SECURITIES, LLC	2.61K	Sep 30, 26	+2.61K	0.00%
ABNER HERRMAN & BROCK LLC	2.60K	Sep 30, 26	-200	0.00%
Savant Capital, LLC	2.59K	Sep 30, 26	-46	0.00%
COMPOSITION WEALTH, LLC	2.59K	Sep 30, 26	+60	0.00%
THEORY FINANCIAL LLC	2.59K	Sep 30, 26	-109	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	2.58K	Sep 30, 26	+69	0.00%
Palisade Asset Management, LLC	2.57K	Sep 30, 26	--	0.00%
Indiana Trust & Investment Management Co	2.57K	Sep 30, 26	--	0.00%
Soundwatch Capital LLC	2.56K	Sep 30, 26	--	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.55K	Sep 30, 26	+1.35K	0.00%
Mesirow Financial Investment Management, Inc.	2.55K	Sep 30, 26	-317	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	2.51K	Sep 30, 26	+69	0.00%
First Pacific Financial	2.49K	Sep 30, 26	-4	0.00%
Summit Global Investments	2.48K	Sep 30, 26	+2.48K	0.00%
PKS Advisory Services, LLC	2.46K	Sep 30, 26	--	0.00%
Range Advisory, LLC	2.46K	Sep 30, 26	+2.46K	0.00%
Blue Trust, Inc.	2.45K	Sep 30, 26	-111	0.00%
BridgePort Financial Solutions, LLC	2.43K	Sep 30, 26	-104	0.00%
RVW Wealth, LLC	2.42K	Sep 30, 26	--	0.00%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	2.38K	Sep 30, 26	+25	0.00%
Lantz Financial LLC	2.38K	Sep 30, 26	-353	0.00%
Howard Capital Management Group, LLC	2.37K	Sep 30, 26	--	0.00%
Matthew Goff Investment Advisor, LLC	2.37K	Sep 30, 26	+2.37K	0.00%
LANARK FINANCIAL, INC.	2.36K	Sep 30, 26	--	0.00%
Nicholas Hoffman & Company, LLC.	2.34K	Sep 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.34K	Sep 30, 26	-199	0.00%
Polaris Investment Advisors, LLC	2.33K	Sep 30, 26	-1.45K	0.00%
Stokes Family Office, LLC	2.33K	Sep 30, 26	-69	0.00%
Trademark Financial Management, LLC	2.31K	Sep 30, 26	+60	0.00%
GRIMES & Co WEALTH MANAGEMENT, LLC	2.31K	Sep 30, 26	+5	0.00%
Salomon & Ludwin, LLC	2.26K	Sep 30, 26	--	0.00%
REGIMEN WEALTH, LLC	2.25K	Sep 30, 26	-2.97K	0.00%
Smartleaf Asset Management LLC	2.24K	Sep 30, 26	-756	0.00%
Flagship Private Wealth, LLC	2.21K	Sep 30, 26	+3	0.00%
LAVELLE CAPITAL LP	2.20K	Sep 30, 26	+2	0.00%
Provident Wealth Management, LLC	2.17K	Sep 30, 26	-591	0.00%
Trifecta Capital Advisors, LLC	2.17K	Sep 30, 26	-65	0.00%
Legacy Wealth Management, LLC / MS	2.16K	Sep 30, 26	+2	0.00%
Gimbal Financial	2.12K	Sep 30, 26	+178	0.00%
SHRIER WEALTH MANAGEMENT, LLC	2.10K	Sep 30, 26	-60	0.00%
Elm Partners Management LLC	2.08K	Sep 30, 26	--	0.00%
Portland Global Advisors LLC	2.06K	Sep 30, 26	-67	0.00%
M Holdings Securities, Inc.	2.06K	Sep 30, 26	+2.06K	0.00%
Chemistry Wealth Management LLC	2.06K	Sep 30, 26	--	0.00%
Brookstone Capital Management	2.02K	Sep 30, 26	+439	0.00%
Wealthcare Advisory Partners LLC	2.01K	Sep 30, 26	+2	0.00%
HARBOUR INVESTMENTS, INC.	2.00K	Sep 30, 26	+1.28K	0.00%
Paulson Wealth Management Inc.	2.00K	Sep 30, 26	--	0.00%
Centurion Wealth Management LLC	1.99K	Sep 30, 26	-7.15K	0.00%
Interchange Capital Partners, LLC	1.99K	Sep 30, 26	--	0.00%
Capital Square, LLC	1.99K	Sep 30, 26	+42	0.00%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1.99K	Sep 30, 26	+707	0.00%
Ballast Rock Private Wealth LLC	1.98K	Sep 30, 26	+90	0.00%
Integrity Advisory Solutions, LLC	1.96K	Sep 30, 26	+237	0.00%
Modera Wealth Management, LLC	1.96K	Sep 30, 26	-170	0.00%
Aprio Wealth Management, LLC	1.96K	Sep 30, 26	-15	0.00%
Retirement Wealth Solutions LLC	1.96K	Sep 30, 26	-122	0.00%
Rose Capital Advisors LLC	1.95K	Sep 30, 26	+1.95K	0.00%
BENJAMIN EDWARDS INC	1.94K	Sep 30, 26	+38	0.00%
Mainstream Capital Management LLC	1.92K	Sep 30, 26	+1.92K	0.00%
RFG Advisory, LLC	1.92K	Sep 30, 26	-65	0.00%
Baron Wealth Management LLC	1.92K	Sep 30, 26	--	0.00%
Y-Intercept (Hong Kong) Ltd	1.91K	Sep 30, 26	+1.21K	0.00%
EQ LLC	1.91K	Sep 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.90K	Sep 30, 26	-26	0.00%
Sound Income Strategies, LLC	1.88K	Sep 30, 26	-1.87K	0.00%
Tidemark, LLC	1.86K	Sep 30, 26	-585	0.00%
DKM Wealth Management, Inc.	1.86K	Sep 30, 26	+36	0.00%
BLB&B Advisors, LLC	1.85K	Sep 30, 26	--	0.00%
SmartHarvest Portfolios, LLC	1.83K	Sep 30, 26	--	0.00%
Glenview Trust Co	1.83K	Sep 30, 26	--	0.00%
Evolution Wealth Advisors, LLC	1.82K	Sep 30, 26	--	0.00%
BCGM Wealth Management, LLC	1.81K	Sep 30, 26	+6	0.00%
AdvisorNet Financial, Inc	1.79K	Sep 30, 26	-58	0.00%
USA FINANCIAL FORMULAS	1.79K	Sep 30, 26	+1.79K	0.00%
EHRLICH FINANCIAL GROUP	1.79K	Sep 30, 26	-288	0.00%
Skyline Advisors, Inc.	1.79K	Sep 30, 26	-13.61K	0.00%
BURKE & HERBERT BANK & TRUST CO	1.77K	Sep 30, 26	--	0.00%
Americana Partners, LLC	1.77K	Sep 30, 26	--	0.00%
NORTHLAND SECURITIES, INC.	1.77K	Sep 30, 26	+5	0.00%
PFG Advisors	1.75K	Sep 30, 26	-113	0.00%
Sageworth Trust Co	1.75K	Sep 30, 26	--	0.00%
Michels Family Financial, LLC	1.73K	Sep 30, 26	+407	0.00%
Accredited Investors Inc.	1.72K	Sep 30, 26	-1.09K	0.00%
CX Institutional	1.71K	Sep 30, 26	-315	0.00%
Aspen Investment Management Inc	1.71K	Sep 30, 26	--	0.00%
SkyOak Wealth, LLC	1.71K	Sep 30, 26	-26	0.00%
MITCHELL SINKLER & STARR/PA	1.70K	Sep 30, 26	--	0.00%
FOSTER & MOTLEY INC	1.70K	Sep 30, 26	+1.00K	0.00%
Willis Investment Counsel	1.69K	Sep 30, 26	+62	0.00%
Venture Visionary Partners LLC	1.69K	Sep 30, 26	--	0.00%
Beacon Bridge Wealth Partners, LLC	1.69K	Sep 30, 26	-12	0.00%
LGT Financial Advisors LLC	1.69K	Sep 30, 26	+1.69K	0.00%
Compound Planning, Inc.	1.67K	Sep 30, 26	-292	0.00%
Weaver Consulting Group	1.67K	Sep 30, 26	-30	0.00%
IFG Advisory, LLC	1.67K	Sep 30, 26	+203	0.00%
HUB Investment Partners, LLC	1.65K	Sep 30, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	1.65K	Sep 30, 26	--	0.00%
United Asset Strategies, Inc.	1.64K	Sep 30, 26	--	0.00%
High Probability Advisors, LLC	1.61K	Sep 30, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	1.60K	Sep 30, 26	-1.11K	0.00%
QUANTIFY CHAOS ADVISORS, LLC	1.58K	Sep 30, 26	-74	0.00%
RCS Financial Planning, LLC	1.58K	Sep 30, 26	-125	0.00%
Koshinski Asset Management, Inc.	1.58K	Sep 30, 26	-14	0.00%
OFS Enterprise LLC	1.57K	Sep 30, 26	--	0.00%
Avior Wealth Management, LLC	1.54K	Sep 30, 26	+409	0.00%
Old Port Advisors	1.53K	Sep 30, 26	-3	0.00%
Avantra Family Wealth, Inc.	1.52K	Sep 30, 26	--	0.00%
Shepherd Financial Partners LLC	1.52K	Sep 30, 26	-695	0.00%
BostonPremier Wealth LLC	1.52K	Sep 30, 26	+104	0.00%
CALIBER WEALTH MANAGEMENT, LLC / KS	1.52K	Sep 30, 26	-206	0.00%
Squarepoint Ops LLC	1.51K	Sep 30, 26	-1.49K	0.00%
Comprehensive Financial Consultants Institutional, Inc.	1.50K	Sep 30, 26	-49	0.00%
LongView Wealth Management	1.49K	Sep 30, 26	-6	0.00%
Abacus Wealth Partners, LLC	1.47K	Sep 30, 26	--	0.00%
MA Private Wealth	1.45K	Sep 30, 26	--	0.00%
Capital Investment Advisors, LLC	1.45K	Sep 30, 26	+11	0.00%
GOULD ASSET MANAGEMENT LLC /CA/	1.44K	Sep 30, 26	--	0.00%
Portland Financial Advisors Inc	1.43K	Sep 30, 26	-62	0.00%
ASL Financial, LLC	1.42K	Sep 30, 26	--	0.00%
PFG Investments, LLC	1.41K	Sep 30, 26	+2	0.00%
Waldron Private Wealth LLC	1.39K	Sep 30, 26	--	0.00%
King Wealth Management Group	1.39K	Sep 30, 26	-94	0.00%
NATURAL INVESTMENTS, LLC	1.38K	Sep 30, 26	--	0.00%
Clark Asset Management, LLC	1.36K	Sep 30, 26	-2.04K	0.00%
Waterway Wealth Management, LLC	1.34K	Sep 30, 26	--	0.00%
SPINNAKER TRUST	1.32K	Sep 30, 26	--	0.00%
ADE, LLC	1.32K	Sep 30, 26	+1	0.00%
BECKER CAPITAL MANAGEMENT INC	1.31K	Sep 30, 26	-452	0.00%
Sound Portfolio Advisors, LLC	1.31K	Sep 30, 26	--	0.00%
Bricktown Capital, LLC	1.29K	Sep 30, 26	--	0.00%
Focused Wealth Management, Inc	1.29K	Sep 30, 26	+1	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	1.29K	Sep 30, 26	--	0.00%
Capital Wealth Alliance, LLC	1.28K	Sep 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	1.26K	Sep 30, 26	--	0.00%
Balance Wealth Partners LLC	1.26K	Sep 30, 26	-13	0.00%
Lakeshore Financial Planning, Inc.	1.24K	Sep 30, 26	+1.24K	0.00%
Frank, Rimerman Advisors LLC	1.23K	Sep 30, 26	--	0.00%
ROMANO BROTHERS AND COMPANY	1.22K	Sep 30, 26	--	0.00%
Gilbert Capital Group, Inc.	1.21K	Sep 30, 26	--	0.00%
HIGHLAND CAPITAL MANAGEMENT, LLC	1.21K	Sep 30, 26	--	0.00%
Schneider Downs Wealth Management Advisors, LP	1.21K	Sep 30, 26	--	0.00%
New England Private Wealth Advisors LLC	1.20K	Sep 30, 26	+1	0.00%
Leith Wheeler Investment Counsel Ltd.	1.20K	Sep 30, 26	--	0.00%
Maia Wealth LLC	1.19K	Sep 30, 26	-128	0.00%
GREENLEAF TRUST	1.19K	Sep 30, 26	+14	0.00%
CLG LLC	1.19K	Sep 30, 26	+222	0.00%
SIMON QUICK ADVISORS, LLC	1.18K	Sep 30, 26	-94	0.00%
Milestone Asset Management Group, LLC	1.18K	Sep 30, 26	--	0.00%
Avidian Wealth Enterprises, LLC	1.18K	Sep 30, 26	+1	0.00%
Gutierrez Wealth Advisory, LLC	1.18K	Sep 30, 26	+2	0.00%
Midwest Trust Co	1.17K	Sep 30, 26	-10	0.00%
High Note Wealth, LLC	1.17K	Sep 30, 26	--	0.00%
Stegner Investment Associates Inc.	1.16K	Sep 30, 26	--	0.00%
Magnus Financial Group LLC	1.16K	Sep 30, 26	+1	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	1.15K	Sep 30, 26	+339	0.00%
Asset One Wealth Management LLC	1.15K	Sep 30, 26	+139	0.00%
PUREfi Wealth, LLC	1.15K	Sep 30, 26	-32	0.00%
LiftPoint Family Wealth Advisors LLC	1.13K	Sep 30, 26	-1.05K	0.00%
Chatterton & Associates Inc.	1.13K	Sep 30, 26	+134	0.00%
Valeo Financial Advisors, LLC	1.12K	Sep 30, 26	-1	0.00%

Holder

Date

Change

% Held

FIFTH THIRD BANCORP

2.61M

Sep 30, 26

+38.76K

4.85%

JPMORGAN CHASE & CO

1.52M

Sep 30, 26

-89.05K

2.83%

LPL Financial LLC

1.03M

Sep 30, 26

+16.03K

1.91%

UBS Group AG

642.44K

Sep 30, 26

-18.27K

1.20%

IEQ CAPITAL, LLC

621.23K

Sep 30, 26

+2.01K

1.16%

Quantum Financial Advisors, LLC

446.07K

Sep 30, 26

+41.35K

0.83%

PNC FINANCIAL SERVICES GROUP, INC.

429.15K

Sep 30, 26

-1.99K

0.80%

Focus Partners Wealth

416.79K

Sep 30, 26

-12.65K

0.78%

MAI Capital Management

409.08K

Sep 30, 26

-2.43K

0.76%

RAYMOND JAMES FINANCIAL INC

389.21K

Sep 30, 26

-456

0.72%

CM WEALTH ADVISORS LLC

240.53K

Sep 30, 26

-95

0.45%

Bluespring Wealth Management, LLC

233.22K

Sep 30, 26

+2.49K

0.43%

ALPS ADVISORS INC

192.46K

Sep 30, 26

+38.94K

0.36%

BANK OF MONTREAL /CAN/

174.59K

Sep 30, 26

-2.25K

0.32%

OneDigital Investment Advisors LLC

171.96K

Sep 30, 26

+8.73K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

169.01K

Sep 30, 26

-19.11K

0.31%

FMR LLC

168.12K

Sep 30, 26

-266

0.31%

Ensign Peak Advisors, Inc

166.57K

Sep 30, 26

-3.91K

0.31%

SIGNATUREFD, LLC

150.57K

Sep 30, 26

-612

0.28%

Mariner, LLC

146.79K

Sep 30, 26

-7.02K

0.27%

Chesley Taft & Associates LLC

139.12K

Sep 30, 26

+138.25K

0.26%

FRANKLIN TEMPLETON INC

122.68K

Sep 30, 26

-120

0.23%

AGF MANAGEMENT LTD

119.26K

Sep 30, 26

-11.11K

0.22%

OSAIC HOLDINGS, INC.

111.75K

Sep 30, 26

-15.04K

0.21%

Financial Partners Group, Inc

109.63K

Sep 30, 26

-1.63K

0.20%

Oakworth Capital, Inc.

99.51K

Sep 30, 26

-1.25K

0.19%

Ackerman Asset Management, LLC

87.08K

Sep 30, 26

-720

0.16%

Financial Enhancement Group LLC

83.32K

Sep 30, 26

+582

0.16%

Harbour Trust & Investment Management Co

81.07K

Sep 30, 26

-459

0.15%

CAPTRUST FINANCIAL ADVISORS

78.56K

Sep 30, 26

-300

0.15%

Marin Bay Wealth Advisors, LLC

75.22K

Sep 30, 26

-1.39K

0.14%

Demars Financial Group, LLC

75.14K

Sep 30, 26

+1.87K

0.14%

OLD NATIONAL BANCORP /IN/

73.05K

Sep 30, 26

-1.31K

0.14%

Amplius Wealth Advisors, LLC

71.51K

Sep 30, 26

-2.57K

0.13%

IFP Advisors, Inc

70.83K

Sep 30, 26

-1.95K

0.13%

Panoramic Capital Partners, LLC

68.02K

Sep 30, 26

+3.23K

0.13%

Cambridge Investment Research Advisors, Inc.

63.79K

Sep 30, 26

+9.02K

0.12%

PATTEN & PATTEN INC/TN

61.64K

Sep 30, 26

-451

0.11%

Wealth Group Ltd

61.20K

Sep 30, 26

+770

0.11%

MGO ONE SEVEN LLC

59.99K

Sep 30, 26

-1.76K

0.11%

Investors Research Corp

57.95K

Sep 30, 26

-49

0.11%

Merit Financial Group, LLC

56.64K

Sep 30, 26

+6.60K

0.11%

TRUIST FINANCIAL CORP

54.09K

Sep 30, 26

+2.87K

0.10%

Creative Planning

51.60K

Sep 30, 26

+2.37K

0.10%

US BANCORP \DE\

48.82K

Sep 30, 26

+2.09K

0.09%

Kestra Advisory Services, LLC

48.41K

Sep 30, 26

-7.01K

0.09%

MB Generational Wealth, LLC

45.47K

Sep 30, 26

-21

0.08%

Roof Eidam Maycock Peralta, LLC

43.80K

Sep 30, 26

-1.07K

0.08%

KEYBANK NATIONAL ASSOCIATION/OH

43.77K

Sep 30, 26

-173

0.08%

VICUS CAPITAL

43.01K

Sep 30, 26

+1.19K

0.08%

Carnegie Investment Counsel

41.87K

Sep 30, 26

+89

0.08%

Detalus Advisors, LLC

41.42K

Sep 30, 26

-986

0.08%

HighTower Advisors, LLC

41.12K

Sep 30, 26

-962

0.08%

FIFTH THIRD SECURITIES, INC.

40.93K

Sep 30, 26

-1.25K

0.08%

M&T BANK CORP

40.30K

Sep 30, 26

-2.26K

0.07%

TSA Wealth Managment LLC

40.16K

Sep 30, 26

-1.60K

0.07%

J.W. COLE ADVISORS, INC.

39.29K

Sep 30, 26

+1.31K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

38.73K

Sep 30, 26

-888

0.07%

Keebeck Wealth Management

37.45K

Sep 30, 26

-4.75K

0.07%

Meridian Wealth Advisors, LLC

36.51K

Sep 30, 26

-8.16K

0.07%

Schorn Wealth LLC

35.58K

Sep 30, 26

-690

0.07%

Wealth Forward, LLC

33.93K

Sep 30, 26

-25.77K

0.06%

PARK AVENUE SECURITIES LLC

32.53K

Sep 30, 26

-835

0.06%

Segment Wealth Management, LLC

32.35K

Sep 30, 26

-19

0.06%

Wharton Business Group, LLC

32.01K

Sep 30, 26

-1.06K

0.06%

Prospera Financial Services Inc

31.98K

Sep 30, 26

+161

0.06%

Bank of New York Mellon Corp

31.91K

Sep 30, 26

-6.00K

0.06%

Private Advisor Group, LLC

31.10K

Sep 30, 26

+4.81K

0.06%

Janney Montgomery Scott LLC

30.71K

Sep 30, 26

-220

0.06%

Select Asset Management & Trust

30.68K

Sep 30, 26

+2.38K

0.06%

Fifth Third Wealth Advisors LLC

30.32K

Sep 30, 26

-3.29K

0.06%

ES4, LLC

30.22K

Sep 30, 26

+61

0.06%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

30.00K

Sep 30, 26

0.06%

One Capital Management, LLC

29.36K

Sep 30, 26

-4.92K

0.05%

Roble, Belko & Company, Inc

29.04K

Sep 30, 26

-207

0.05%

Aft, Forsyth & Sober, LLC

28.80K

Sep 30, 26

0.05%

KICKSTAND VENTURES, LLC.

28.76K

Sep 30, 26

-299

0.05%

Alternative Investment Advisors, LLC.

28.18K

Sep 30, 26

+4.62K

0.05%

Farther Finance Advisors, LLC

27.83K

Sep 30, 26

-6.05K

0.05%

FSA WEALTH PARTNERS, INC.

27.72K

Sep 30, 26

+16.95K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

27.69K

Sep 30, 26

+22.66K

0.05%

Diversify Advisory Services, LLC

27.69K

Sep 30, 26

+22.66K

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

27.59K

Sep 30, 26

-350

0.05%

Legacy Advisors, LLC

27.42K

Sep 30, 26

0.05%

Vise Technologies, Inc.

26.84K

Sep 30, 26

+3.00K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.11K

Sep 30, 26

-3.49K

0.05%

PMG Wealth Management, Inc.

26.10K

Sep 30, 26

-1.04K

0.05%

Mezzasalma Advisors, LLC

25.48K

Sep 30, 26

+2.70K

0.05%

McKinley Carter Wealth Services, Inc.

25.27K

Sep 30, 26

-906

0.05%

Capital Advisors, Ltd. LLC

24.68K

Sep 30, 26

-361

0.05%

CARRET ASSET MANAGEMENT, LLC

24.56K

Sep 30, 26

-660

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

24.46K

Sep 30, 26

+13.49K

0.05%

Ascent Group, LLC

24.23K

Sep 30, 26

-283

0.05%

Concurrent Investment Advisors, LLC

23.42K

Sep 30, 26

+1.91K

0.04%

Robertson Stephens Wealth Management, LLC

23.41K

Sep 30, 26

0.04%

Cypress Wealth Services, LLC

23.06K

Sep 30, 26

-43

0.04%

Yanni & Associates Investment Advisors, LLC

22.97K

Sep 30, 26

-455

0.04%

BASSO CAPITAL MANAGEMENT, L.P.

22.95K

Sep 30, 26

-456

0.04%

D.A. DAVIDSON & CO.

22.85K

Sep 30, 26

+483

0.04%

Onyx Bridge Wealth Group LLC

22.83K

Sep 30, 26

+1.80K

0.04%

UNITED CAPITAL FINANCIAL ADVISORS, LLC

22.72K

Sep 30, 26

-2.79K

0.04%

STIFEL FINANCIAL CORP

22.65K

Sep 30, 26

-17.57K

0.04%

BLAIR WILLIAM & CO/IL

22.27K

Sep 30, 26

+444

0.04%

PATTON ALBERTSON MILLER GROUP, LLC

22.27K

Sep 30, 26

+377

0.04%

Cardinal Strategic Wealth Guidance

21.94K

Sep 30, 26

-2.47K

0.04%

HB Wealth Management, LLC

21.93K

Sep 30, 26

-850

0.04%

Ethos Financial Group, LLC

21.78K

Sep 30, 26

+21.06K

0.04%

Meridian Wealth Management, LLC

21.53K

Sep 30, 26

+1.45K

0.04%

TITLEIST ASSET MANAGEMENT, LLC

21.40K

Sep 30, 26

+6.47K

0.04%

SCS Capital Management LLC

21.33K

Sep 30, 26

+44

0.04%

Savvy Advisors, Inc.

21.25K

Sep 30, 26

+1.12K

0.04%

Manchester Capital Management LLC

21.05K

Sep 30, 26

-210

0.04%

CITIZENS FINANCIAL GROUP INC/RI

20.40K

Sep 30, 26

+2.50K

0.04%

W ADVISORS, LLC

19.79K

Sep 30, 26

-927

0.04%

Mayflower Financial Advisors, LLC

19.29K

Sep 30, 26

+210

0.04%

MONECO ADVISORS, LLC

19.18K

Sep 30, 26

-932

0.04%

Client First Capital LLC

18.66K

Sep 30, 26

-1.43K

0.03%

Security Financial Services, INC.

18.66K

Sep 30, 26

-802

0.03%

Arax Advisory Partners

18.56K

Sep 30, 26

+1.03K

0.03%

WEALTHEDGE INVESTMENT ADVISORS, LLC

18.30K

Sep 30, 26

+2.36K

0.03%

Affinity Capital Advisors, LLC

18.16K

Sep 30, 26

-3.36K

0.03%

NTV ASSET MANAGEMENT LLC

17.90K

Sep 30, 26

-450

0.03%

Kaydan Wealth Management, Inc.

17.89K

Sep 30, 26

-1.07K

0.03%

Independence Bank of Kentucky

17.60K

Sep 30, 26

-69

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.95K

Sep 30, 26

+885

0.03%

VERUS CAPITAL PARTNERS, LLC

16.88K

Sep 30, 26

-430

0.03%

CFS Investment Advisory Services, LLC

16.82K

Sep 30, 26

-86

0.03%

CULBERTSON A N & CO INC

16.66K

Sep 30, 26

-548

0.03%

Forthright Family Wealth Advisory LLC

16.59K

Sep 30, 26

-90

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.50K

Sep 30, 26

+949

0.03%

Fisher Asset Management, LLC

16.44K

Sep 30, 26

-462

0.03%

OneAscent Financial Services LLC

16.42K

Sep 30, 26

+16.42K

0.03%

Ashton Thomas Private Wealth, LLC

16.00K

Sep 30, 26

-62

0.03%

GenWealth Group, Inc.

15.94K

Sep 30, 26

-604

0.03%

SHEETS SMITH WEALTH MANAGEMENT

15.56K

Sep 30, 26

-15

0.03%

Asempa Wealth Advisors

15.45K

Sep 30, 26

-5

0.03%

REGIONS FINANCIAL CORP

15.21K

Sep 30, 26

-454

0.03%

COMMERCE BANK

14.96K

Sep 30, 26

+4.12K

0.03%

Claro Advisors Inc.

14.96K

Sep 30, 26

+1.74K

0.03%

FULTON BREAKEFIELD BROENNIMAN LLC

14.95K

Sep 30, 26

-573

0.03%

WHITTIER TRUST CO OF NEVADA INC

14.87K

Sep 30, 26

0.03%

HUNTINGTON NATIONAL BANK

14.31K

Sep 30, 26

-3.64K

0.03%

Ridgeline Wealth, LLC

13.83K

Sep 30, 26

-183

0.03%

Avid Wealth Partners LLC

13.43K

Sep 30, 26

-162

0.02%

Kelly Financial Services LLC

13.18K

Sep 30, 26

-1.75K

0.02%

ONE Advisory Partners, LLC

12.95K

Sep 30, 26

-534

0.02%

Peloton Wealth Strategists

12.74K

Sep 30, 26

-173

0.02%

Csenge Advisory Group

12.65K

Sep 30, 26

+86

0.02%

KM Capital Management Ltd.

12.62K

Sep 30, 26

-1.03K

0.02%

Horst & Graben Wealth Management LLC

12.42K

Sep 30, 26

-19

0.02%

Canal Capital Management, LLC

12.22K

Sep 30, 26

-147

0.02%

MLG Wealth Management DBA Pine Grove Financial Group

12.14K

Sep 30, 26

-530

0.02%

Parallel Advisors, LLC

12.04K

Sep 30, 26

+1.29K

0.02%

Dana Investment Advisors, Inc.

11.91K

Sep 30, 26

-1.56K

0.02%

Summit Financial, LLC

11.91K

Sep 30, 26

-488

0.02%

Quadrant Private Wealth Management, LLC

11.79K

Sep 30, 26

+11.79K

0.02%

Atria Investments, Inc

11.79K

Sep 30, 26

+5.32K

0.02%

Spectrum Planning & Advisory Services Inc.

11.55K

Sep 30, 26

-4.50K

0.02%

Sovran Advisors, LLC

11.54K

Sep 30, 26

-690

0.02%

Heritage Wealth Advisors

11.37K

Sep 30, 26

-92

0.02%

WELCH & FORBES LLC

11.26K

Sep 30, 26

-1.00K

0.02%

Dakota Wealth Management

11.23K

Sep 30, 26

-690

0.02%

ShoreHaven Wealth Partners, LLC

10.93K

Sep 30, 26

+61

0.02%

Capital Investment Counsel, LLC

10.75K

Sep 30, 26

-250

0.02%

Black Swift Group, LLC

10.62K

Sep 30, 26

0.02%

Strategic Blueprint, LLC

10.61K

Sep 30, 26

-1.11K

0.02%

PERRYMAN FINANCIAL ADVISORY INC /AD

10.59K

Sep 30, 26

+277

0.02%

Aviance Capital Partners, LLC

10.57K

Sep 30, 26

0.02%

71 West Capital Partners

10.55K

Sep 30, 26

+687

0.02%

Argent Trust Co

10.16K

Sep 30, 26

0.02%

WEDBUSH SECURITIES INC

9.83K

Sep 30, 26

-2.07K

0.02%

Global Retirement Partners, LLC

9.54K

Sep 30, 26

-530

0.02%

St. Louis Trust Co

9.38K

Sep 30, 26

0.02%

JFS WEALTH ADVISORS, LLC

9.31K

Sep 30, 26

-27

0.02%

RMR Wealth Builders

9.21K

Sep 30, 26

+11

0.02%

St. Clair Advisors, LLC

8.94K

Sep 30, 26

-150

0.02%

Madrona Financial Services, LLC

8.82K

Sep 30, 26

+8.82K

0.02%

KCM INVESTMENT ADVISORS LLC

8.80K

Sep 30, 26

-118

0.02%

Adirondack Capital Advisors, LLC

8.78K

Sep 30, 26

-40

0.02%

Jordan Park Group LLC

8.68K

Sep 30, 26

+8.02K

0.02%

FINANCIAL LIFE ADVISORS

8.65K

Sep 30, 26

-1.80K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

8.53K

Sep 30, 26

-419

0.02%

MEANS INVESTMENT CO., INC.

8.45K

Sep 30, 26

0.02%

MONTAG A & ASSOCIATES INC

8.34K

Sep 30, 26

-139

0.02%

CMH Wealth Management LLC

8.29K

Sep 30, 26

-50

0.02%

Perigon Wealth Management, LLC

8.11K

Sep 30, 26

-1.21K

0.02%

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO

7.90K

Sep 30, 26

0.01%

Global Wealth Strategies & Associates

7.87K

Sep 30, 26

-224

0.01%

RENAISSANCE TECHNOLOGIES LLC

7.81K

Sep 30, 26

-2.87K

0.01%

UPTICK PARTNERS, LLC

7.76K

Sep 30, 26

-161

0.01%

AMG National Trust Bank

7.65K

Sep 30, 26

-662

0.01%

ACCESS FINANCIAL SERVICES, INC.

7.55K

Sep 30, 26

0.01%

Hoxton Planning & Management, LLC

7.55K

Sep 30, 26

-259

0.01%

Trail Ridge Investment Advisors, LLC

7.51K

Sep 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.47K

Sep 30, 26

+893

0.01%

Able Wealth Management LLC

7.39K

Sep 30, 26

+391

0.01%

Shared Vision Wealth Group LLC

7.38K

Sep 30, 26

-481

0.01%

Opus Capital Group, LLC

7.31K

Sep 30, 26

0.01%

Focus Financial Network, Inc.

7.17K

Sep 30, 26

+374

0.01%

SCOTIA CAPITAL INC.

7.12K

Sep 30, 26

+30

0.01%

Beaumont Asset Management, L.L.C.

7.08K

Sep 30, 26

0.01%

1834 INVESTMENT ADVISORS CO

7.05K

Sep 30, 26

+122

0.01%

Plancorp, LLC

7.03K

Sep 30, 26

+1.36K

0.01%

FOUNDATIONS INVESTMENT ADVISORS, LLC

7.01K

Sep 30, 26

-137

0.01%

OpenArc Corporate Advisory, LLC

6.92K

Sep 30, 26

+1.52K

0.01%

Tortoise Investment Management, LLC

6.92K

Sep 30, 26

0.01%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

6.70K

Sep 30, 26

-34

0.01%

Klingman & Associates, LLC

6.62K

Sep 30, 26

-262

0.01%

Nuveen, LLC

6.62K

Sep 30, 26

+2.23K

0.01%

RASP WEALTH SOLUTIONS, LLC

6.60K

Sep 30, 26

+47

0.01%

Finley Financial, LLC

6.56K

Sep 30, 26

0.01%

BEACON FINANCIAL GROUP

6.51K

Sep 30, 26

+11

0.01%

Orion Porfolio Solutions, LLC

6.51K

Sep 30, 26

+1.39K

0.01%

AE Wealth Management LLC

6.50K

Sep 30, 26

-2

0.01%

Ameritas Advisory Services, LLC

6.48K

Sep 30, 26

+1.07K

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

6.48K

Sep 30, 26

0.01%

Berkshire Money Management, Inc.

6.47K

Sep 30, 26

+6.47K

0.01%

BAILARD, INC.

6.45K

Sep 30, 26

0.01%

NWAM LLC

6.43K

Sep 30, 26

+273

0.01%

Lido Advisors, LLC

6.41K

Sep 30, 26

-9

0.01%

Lynch Investment Planning, LLC

6.24K

Sep 30, 26

-916

0.01%

Financial Concepts Unlimited, Inc.

6.22K

Sep 30, 26

+50

0.01%

Dynamic Advisor Solutions LLC

6.22K

Sep 30, 26

-395

0.01%

SAX WEALTH ADVISORS, LLC

6.20K

Sep 30, 26

-478

0.01%

CreativeOne Wealth, LLC

6.16K

Sep 30, 26

-1.39K

0.01%

Diversified Trust Co

6.13K

Sep 30, 26

-132

0.01%

Synergy Asset Management, LLC

6.13K

Sep 30, 26

+6.13K

0.01%

RAHLFS CAPITAL, LLC

6.10K

Sep 30, 26

0.01%

McAdam, LLC

6.08K

Sep 30, 26

-284

0.01%

Confluence Wealth Services, Inc.

6.04K

Sep 30, 26

+3.70K

0.01%

RIA Advisory Group LLC

5.97K

Sep 30, 26

-5.18K

0.01%

HENGEHOLD CAPITAL MANAGEMENT LLC

5.96K

Sep 30, 26

+1.35K

0.01%

B. Riley Wealth Advisors, Inc.

5.95K

Sep 30, 26

+2.26K

0.01%

CHOREO, LLC

5.92K

Sep 30, 26

-237

0.01%

Permanent Capital Management, LP

5.91K

Sep 30, 26

+2.76K

0.01%

Elevation Capital Advisory, LLC

5.87K

Sep 30, 26

-16.45K

0.01%

First Heartland Consultants, Inc.

5.76K

Sep 30, 26

+5.76K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.70K

Sep 30, 26

-22

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

5.59K

Sep 30, 26

+96

0.01%

Gilliland Jeter Wealth Management LLC

5.55K

Sep 30, 26

-969

0.01%

Optivise Advisory Services LLC

5.54K

Sep 30, 26

+41

0.01%

TD Waterhouse Canada Inc.

5.47K

Sep 30, 26

+190

0.01%

PRINCIPAL SECURITIES, INC.

5.42K

Sep 30, 26

-491

0.01%

ADIRONDACK TRUST CO

5.40K

Sep 30, 26

-145

0.01%

ASSETMARK, INC

5.39K

Sep 30, 26

+202

0.01%

STEPHENS INC /AR/

5.38K

Sep 30, 26

+531

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

5.38K

Sep 30, 26

0.01%

Banco Santander, S.A.

5.35K

Sep 30, 26

+5.35K

0.01%

Spire Wealth Management

5.29K

Sep 30, 26

-326

0.01%

Apella Capital, LLC

5.22K

Sep 30, 26

+18

0.01%

IBEX WEALTH ADVISORS

5.21K

Sep 30, 26

+43

0.01%

Belpointe Asset Management LLC

5.20K

Sep 30, 26

+442

0.01%

Mission Creek Capital Partners, Inc.

5.12K

Sep 30, 26

-108

0.01%

PINNACLE ASSOCIATES LTD

5.10K

Sep 30, 26

+18

0.01%

Stone Wealth Partners

5.09K

Sep 30, 26

+2.55K

0.01%

Beacon Financial Advisory LLC

5.05K

Sep 30, 26

+139

0.01%

Legacies Wealth LLC

5.00K

Sep 30, 26

0.01%

Sigma Planning Corp

5.00K

Sep 30, 26

-200

0.01%

Triad Wealth Partners, LLC

4.94K

Sep 30, 26

-100

0.01%

Clearstead Advisors, LLC

4.90K

Sep 30, 26

+26

0.01%

Baker Avenue Asset Management, LP

4.89K

Sep 30, 26

-344

0.01%

Prime Capital Investment Advisors, LLC

4.83K

Sep 30, 26

-9

0.01%

MATHER GROUP, LLC.

4.82K

Sep 30, 26

-527

0.01%

NWF Advisory Services Inc.

4.82K

Sep 30, 26

+94

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.79K

Sep 30, 26

-837

0.01%

CURTIS WEALTH MANAGEMENT LLC

4.77K

Sep 30, 26

-638

0.01%

Allen Investment Management, LLC

4.69K

Sep 30, 26

0.01%

WATERSHED PRIVATE WEALTH LLC

4.61K

Sep 30, 26

-1.54K

0.01%

Wilshire Advisors LLC

4.55K

Sep 30, 26

+4.55K

0.01%

Forvis Mazars Wealth Advisors, LLC

4.53K

Sep 30, 26

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

4.51K

Sep 30, 26

-331

0.01%

Councilmark Asset Management, LLC

4.47K

Sep 30, 26

0.01%

Rothschild Wealth LLC

4.43K

Sep 30, 26

-26

0.01%

Chicago Partners Investment Group LLC

4.43K

Sep 30, 26

+333

0.01%

Curbstone Financial Management Corp

4.41K

Sep 30, 26

0.01%

Focus Advisor Solutions, LLC

4.37K

Sep 30, 26

+1.69K

0.01%

WJ Wealth Management, LLC

4.32K

Sep 30, 26

0.01%

Darwin Wealth Management, LLC

4.24K

Sep 30, 26

0.01%

Certified Advisory Corp

4.19K

Sep 30, 26

0.01%

Measured Wealth Private Client Group, LLC

4.19K

Sep 30, 26

-227

0.01%

PDS Planning, Inc

4.16K

Sep 30, 26

+57

0.01%

FIRETHORN WEALTH PARTNERS, LLC

4.09K

Sep 30, 26

-279

0.01%

QUADRANT CAPITAL GROUP LLC

4.08K

Sep 30, 26

0.01%

Northside Capital Management, LLC

4.06K

Sep 30, 26

0.01%

Trek Financial, LLC

4.04K

Sep 30, 26

-25

0.01%

HighPoint Advisor Group LLC

4.00K

Sep 30, 26

-872

0.01%

XML Financial, LLC

3.99K

Sep 30, 26

-3

0.01%

WEALTHGARDEN F.S. LLC

3.96K

Sep 30, 26

-4

0.01%

BESSEMER GROUP INC

3.95K

Sep 30, 26

0.01%

Pinnacle Wealth Management Advisory Group, LLC

3.91K

Sep 30, 26

+18

0.01%

Trust Point Inc.

3.80K

Sep 30, 26

0.01%

Columbus Macro, LLC

3.72K

Sep 30, 26

0.01%

GC Wealth Management RIA, LLC

3.66K

Sep 30, 26

-2

0.01%

Sovereign Financial Group, Inc.

3.66K

Sep 30, 26

+92

0.01%

SMITH, MOORE & CO.

3.62K

Sep 30, 26

-24

0.01%

Sharkey, Howes & Javer

3.57K

Sep 30, 26

+248

0.01%

WealthPlan Investment Management, LLC

3.55K

Sep 30, 26

-38

0.01%

WRAPMANAGER INC

3.54K

Sep 30, 26

-93

0.01%

Cyndeo Wealth Partners, LLC

3.53K

Sep 30, 26

0.01%

VestGen Advisors, LLC

3.50K

Sep 30, 26

-298

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

3.47K

Sep 30, 26

0.01%

BRIGHTON JONES LLC

3.47K

Sep 30, 26

+238

0.01%

Maxele Advisors, LLC

3.46K

Sep 30, 26

-32

0.01%

CPA Asset Management Group, LLC

3.45K

Sep 30, 26

-263

0.01%

LVZ, Inc.

3.44K

Sep 30, 26

+3.44K

0.01%

Checchi Capital Advisers, LLC

3.44K

Sep 30, 26

0.01%

ELEVATION POINT WEALTH PARTNERS, LLC

3.42K

Sep 30, 26

+1.40K

0.01%

EverSource Wealth Advisors, LLC

3.39K

Sep 30, 26

+84

0.01%

Park Edge Advisors, LLC

3.37K

Sep 30, 26

-54

0.01%

Verum Partners LLC

3.37K

Sep 30, 26

-20

0.01%

SUTTON PLACE INVESTORS LLC

3.29K

Sep 30, 26

+13

0.01%

SMITH SHELLNUT WILSON LLC /ADV

3.27K

Sep 30, 26

+384

0.01%

NAPLES GLOBAL ADVISORS, LLC

3.27K

Sep 30, 26

-5

0.01%

Advus Financial Partners, LLC

3.24K

Sep 30, 26

-5.41K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

3.22K

Sep 30, 26

-234

0.01%

Golden State Wealth Management, LLC

3.19K

Sep 30, 26

-1.04K

0.01%

Lansing Street Advisors

3.19K

Sep 30, 26

+19

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

3.17K

Sep 30, 26

0.01%

ZENITH SOLUTIONS, INC.

3.15K

Sep 30, 26

-399

0.01%

Patriot Financial Group Insurance Agency, LLC

3.14K

Sep 30, 26

-133

0.01%

Lifetime Wealth Management P.C.

3.11K

Sep 30, 26

0.01%

Fiduciary Group, LLC

3.09K

Sep 30, 26

-77

0.01%

ARCADIA INVESTMENT ADVISORS LLC

3.08K

Sep 30, 26

-38

0.01%

DT Investment Partners, LLC

3.00K

Sep 30, 26

0.01%

Horizon Wealth Management, LLC

2.99K

Sep 30, 26

-852

0.01%

Linscomb Wealth, Inc.

2.95K

Sep 30, 26

0.01%

Altus Wealth Management, LLC

2.92K

Sep 30, 26

-28

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

2.90K

Sep 30, 26

+257

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

2.84K

Sep 30, 26

+433

0.01%

FIRST TRUST ADVISORS LP

2.83K

Sep 30, 26

-10

0.01%

Western Wealth Management, LLC

2.79K

Sep 30, 26

-48

0.01%

Accelerate Investment Advisors LLC

2.78K

Sep 30, 26

+224

0.01%

Apollon Wealth Management, LLC

2.76K

Sep 30, 26

-618

0.01%

DAVENPORT & Co LLC

2.71K

Sep 30, 26

-92

0.01%

Apex Wealth Management, LLC

2.70K

Sep 30, 26

-5

0.01%

MISSION WEALTH MANAGEMENT, LP

2.69K

Sep 30, 26

-163

0.01%

Pallas Capital Advisors LLC

2.66K

Sep 30, 26

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

2.63K

Sep 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

2.61K

Sep 30, 26

+57

0.00%

ASHTON THOMAS SECURITIES, LLC

2.61K

Sep 30, 26

+2.61K

0.00%

ABNER HERRMAN & BROCK LLC

2.60K

Sep 30, 26

-200

0.00%

Savant Capital, LLC

2.59K

Sep 30, 26

-46

0.00%

COMPOSITION WEALTH, LLC

2.59K

Sep 30, 26

+60

0.00%

THEORY FINANCIAL LLC

2.59K

Sep 30, 26

-109

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.58K

Sep 30, 26

+69

0.00%

Palisade Asset Management, LLC

2.57K

Sep 30, 26

0.00%

Indiana Trust & Investment Management Co

2.57K

Sep 30, 26

0.00%

Soundwatch Capital LLC

2.56K

Sep 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.55K

Sep 30, 26

+1.35K

0.00%

Mesirow Financial Investment Management, Inc.

2.55K

Sep 30, 26

-317

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

2.51K

Sep 30, 26

+69

0.00%

First Pacific Financial

2.49K

Sep 30, 26

-4

0.00%

Summit Global Investments

2.48K

Sep 30, 26

+2.48K

0.00%

PKS Advisory Services, LLC

2.46K

Sep 30, 26

0.00%

Range Advisory, LLC

2.46K

Sep 30, 26

+2.46K

0.00%

Blue Trust, Inc.

2.45K

Sep 30, 26

-111

0.00%

BridgePort Financial Solutions, LLC

2.43K

Sep 30, 26

-104

0.00%

RVW Wealth, LLC

2.42K

Sep 30, 26

0.00%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

2.38K

Sep 30, 26

+25

0.00%

Lantz Financial LLC

2.38K

Sep 30, 26

-353

0.00%

Howard Capital Management Group, LLC

2.37K

Sep 30, 26

0.00%

Matthew Goff Investment Advisor, LLC

2.37K

Sep 30, 26

+2.37K

0.00%

LANARK FINANCIAL, INC.

2.36K

Sep 30, 26

0.00%

Nicholas Hoffman & Company, LLC.

2.34K

Sep 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.34K

Sep 30, 26

-199

0.00%

Polaris Investment Advisors, LLC

2.33K

Sep 30, 26

-1.45K

0.00%

Stokes Family Office, LLC

2.33K

Sep 30, 26

-69

0.00%

Trademark Financial Management, LLC

2.31K

Sep 30, 26

+60

0.00%

GRIMES & Co WEALTH MANAGEMENT, LLC

2.31K

Sep 30, 26

0.00%

Salomon & Ludwin, LLC

2.26K

Sep 30, 26

0.00%

REGIMEN WEALTH, LLC

2.25K

Sep 30, 26

-2.97K

0.00%

Smartleaf Asset Management LLC

2.24K

Sep 30, 26

-756

0.00%

Flagship Private Wealth, LLC

2.21K

Sep 30, 26

0.00%

LAVELLE CAPITAL LP

2.20K

Sep 30, 26

0.00%

Provident Wealth Management, LLC

2.17K

Sep 30, 26

-591

0.00%

Trifecta Capital Advisors, LLC

2.17K

Sep 30, 26

-65

0.00%

Legacy Wealth Management, LLC / MS

2.16K

Sep 30, 26

0.00%

Gimbal Financial

2.12K

Sep 30, 26

+178

0.00%

SHRIER WEALTH MANAGEMENT, LLC

2.10K

Sep 30, 26

-60

0.00%

Elm Partners Management LLC

2.08K

Sep 30, 26

0.00%

Portland Global Advisors LLC

2.06K

Sep 30, 26

-67

0.00%

M Holdings Securities, Inc.

2.06K

Sep 30, 26

+2.06K

0.00%

Chemistry Wealth Management LLC

2.06K

Sep 30, 26

0.00%

Brookstone Capital Management

2.02K

Sep 30, 26

+439

0.00%

Wealthcare Advisory Partners LLC

2.01K

Sep 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.00K

Sep 30, 26

+1.28K

0.00%

Paulson Wealth Management Inc.

2.00K

Sep 30, 26

0.00%

Centurion Wealth Management LLC

1.99K

Sep 30, 26

-7.15K

0.00%

Interchange Capital Partners, LLC

1.99K

Sep 30, 26

0.00%

Capital Square, LLC

1.99K

Sep 30, 26

+42

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

1.99K

Sep 30, 26

+707

0.00%

Ballast Rock Private Wealth LLC

1.98K

Sep 30, 26

+90

0.00%

Integrity Advisory Solutions, LLC

1.96K

Sep 30, 26

+237

0.00%

Modera Wealth Management, LLC

1.96K

Sep 30, 26

-170

0.00%

Aprio Wealth Management, LLC

1.96K

Sep 30, 26

-15

0.00%

Retirement Wealth Solutions LLC

1.96K

Sep 30, 26

-122

0.00%

Rose Capital Advisors LLC

1.95K

Sep 30, 26

+1.95K

0.00%

BENJAMIN EDWARDS INC

1.94K

Sep 30, 26

+38

0.00%

Mainstream Capital Management LLC

1.92K

Sep 30, 26

+1.92K

0.00%

RFG Advisory, LLC

1.92K

Sep 30, 26

-65

0.00%

Baron Wealth Management LLC

1.92K

Sep 30, 26

0.00%

Y-Intercept (Hong Kong) Ltd

1.91K

Sep 30, 26

+1.21K

0.00%

EQ LLC

1.91K

Sep 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.90K

Sep 30, 26

-26

0.00%

Sound Income Strategies, LLC

1.88K

Sep 30, 26

-1.87K

0.00%

Tidemark, LLC

1.86K

Sep 30, 26

-585

0.00%

DKM Wealth Management, Inc.

1.86K

Sep 30, 26

+36

0.00%

BLB&B Advisors, LLC

1.85K

Sep 30, 26

0.00%

SmartHarvest Portfolios, LLC

1.83K

Sep 30, 26

0.00%

Glenview Trust Co

1.83K

Sep 30, 26

0.00%

Evolution Wealth Advisors, LLC

1.82K

Sep 30, 26

0.00%

BCGM Wealth Management, LLC

1.81K

Sep 30, 26

0.00%

AdvisorNet Financial, Inc

1.79K

Sep 30, 26

-58

0.00%

USA FINANCIAL FORMULAS

1.79K

Sep 30, 26

+1.79K

0.00%

EHRLICH FINANCIAL GROUP

1.79K

Sep 30, 26

-288

0.00%

Skyline Advisors, Inc.

1.79K

Sep 30, 26

-13.61K

0.00%

BURKE & HERBERT BANK & TRUST CO

1.77K

Sep 30, 26

0.00%

Americana Partners, LLC

1.77K

Sep 30, 26

0.00%

NORTHLAND SECURITIES, INC.

1.77K

Sep 30, 26

0.00%

PFG Advisors

1.75K

Sep 30, 26

-113

0.00%

Sageworth Trust Co

1.75K

Sep 30, 26

0.00%

Michels Family Financial, LLC

1.73K

Sep 30, 26

+407

0.00%

Accredited Investors Inc.

1.72K

Sep 30, 26

-1.09K

0.00%

CX Institutional

1.71K

Sep 30, 26

-315

0.00%

Aspen Investment Management Inc

1.71K

Sep 30, 26

0.00%

SkyOak Wealth, LLC

1.71K

Sep 30, 26

-26

0.00%

MITCHELL SINKLER & STARR/PA

1.70K

Sep 30, 26

0.00%

FOSTER & MOTLEY INC

1.70K

Sep 30, 26

+1.00K

0.00%

Willis Investment Counsel

1.69K

Sep 30, 26

+62

0.00%

Venture Visionary Partners LLC

1.69K

Sep 30, 26

0.00%

Beacon Bridge Wealth Partners, LLC

1.69K

Sep 30, 26

-12

0.00%

LGT Financial Advisors LLC

1.69K

Sep 30, 26

+1.69K

0.00%

Compound Planning, Inc.

1.67K

Sep 30, 26

-292

0.00%

Weaver Consulting Group

1.67K

Sep 30, 26

-30

0.00%

IFG Advisory, LLC

1.67K

Sep 30, 26

+203

0.00%

HUB Investment Partners, LLC

1.65K

Sep 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

1.65K

Sep 30, 26

0.00%

United Asset Strategies, Inc.

1.64K

Sep 30, 26

0.00%

High Probability Advisors, LLC

1.61K

Sep 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

1.60K

Sep 30, 26

-1.11K

0.00%

QUANTIFY CHAOS ADVISORS, LLC

1.58K

Sep 30, 26

-74

0.00%

RCS Financial Planning, LLC

1.58K

Sep 30, 26

-125

0.00%

Koshinski Asset Management, Inc.

1.58K

Sep 30, 26

-14

0.00%

OFS Enterprise LLC

1.57K

Sep 30, 26

0.00%

Avior Wealth Management, LLC

1.54K

Sep 30, 26

+409

0.00%

Old Port Advisors

1.53K

Sep 30, 26

-3

0.00%

Avantra Family Wealth, Inc.

1.52K

Sep 30, 26

0.00%

Shepherd Financial Partners LLC

1.52K

Sep 30, 26

-695

0.00%

BostonPremier Wealth LLC

1.52K

Sep 30, 26

+104

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

1.52K

Sep 30, 26

-206

0.00%

Squarepoint Ops LLC

1.51K

Sep 30, 26

-1.49K

0.00%

Comprehensive Financial Consultants Institutional, Inc.

1.50K

Sep 30, 26

-49

0.00%

LongView Wealth Management

1.49K

Sep 30, 26

-6

0.00%

Abacus Wealth Partners, LLC

1.47K

Sep 30, 26

0.00%

MA Private Wealth

1.45K

Sep 30, 26

0.00%

Capital Investment Advisors, LLC

1.45K

Sep 30, 26

+11

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

1.44K

Sep 30, 26

0.00%

Portland Financial Advisors Inc

1.43K

Sep 30, 26

-62

0.00%

ASL Financial, LLC

1.42K

Sep 30, 26

0.00%

PFG Investments, LLC

1.41K

Sep 30, 26

0.00%

Waldron Private Wealth LLC

1.39K

Sep 30, 26

0.00%

King Wealth Management Group

1.39K

Sep 30, 26

-94

0.00%

NATURAL INVESTMENTS, LLC

1.38K

Sep 30, 26

0.00%

Clark Asset Management, LLC

1.36K

Sep 30, 26

-2.04K

0.00%

Waterway Wealth Management, LLC

1.34K

Sep 30, 26

0.00%

SPINNAKER TRUST

1.32K

Sep 30, 26

0.00%

ADE, LLC

1.32K

Sep 30, 26

0.00%

BECKER CAPITAL MANAGEMENT INC

1.31K

Sep 30, 26

-452

0.00%

Sound Portfolio Advisors, LLC

1.31K

Sep 30, 26

0.00%

Bricktown Capital, LLC

1.29K

Sep 30, 26

0.00%

Focused Wealth Management, Inc

1.29K

Sep 30, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.29K

Sep 30, 26

0.00%

Capital Wealth Alliance, LLC

1.28K

Sep 30, 26

0.00%

TOMPKINS FINANCIAL CORP

1.26K

Sep 30, 26

0.00%

Balance Wealth Partners LLC

1.26K

Sep 30, 26

-13

0.00%

Lakeshore Financial Planning, Inc.

1.24K

Sep 30, 26

+1.24K

0.00%

Frank, Rimerman Advisors LLC

1.23K

Sep 30, 26

0.00%

ROMANO BROTHERS AND COMPANY

1.22K

Sep 30, 26

0.00%

Gilbert Capital Group, Inc.

1.21K

Sep 30, 26

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

1.21K

Sep 30, 26

0.00%

Schneider Downs Wealth Management Advisors, LP

1.21K

Sep 30, 26

0.00%

New England Private Wealth Advisors LLC

1.20K

Sep 30, 26

0.00%

Leith Wheeler Investment Counsel Ltd.

1.20K

Sep 30, 26

0.00%

Maia Wealth LLC

1.19K

Sep 30, 26

-128

0.00%

GREENLEAF TRUST

1.19K

Sep 30, 26

+14

0.00%

CLG LLC

1.19K

Sep 30, 26

+222

0.00%

SIMON QUICK ADVISORS, LLC

1.18K

Sep 30, 26

-94

0.00%

Milestone Asset Management Group, LLC

1.18K

Sep 30, 26

0.00%

Avidian Wealth Enterprises, LLC

1.18K

Sep 30, 26

0.00%

Gutierrez Wealth Advisory, LLC

1.18K

Sep 30, 26

0.00%

Midwest Trust Co

1.17K

Sep 30, 26

-10

0.00%

High Note Wealth, LLC

1.17K

Sep 30, 26

0.00%

Stegner Investment Associates Inc.

1.16K

Sep 30, 26

0.00%

Magnus Financial Group LLC

1.16K

Sep 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.15K

Sep 30, 26

+339

0.00%

Asset One Wealth Management LLC

1.15K

Sep 30, 26

+139

0.00%

PUREfi Wealth, LLC

1.15K

Sep 30, 26

-32

0.00%

LiftPoint Family Wealth Advisors LLC

1.13K

Sep 30, 26

-1.05K

0.00%

Chatterton & Associates Inc.

1.13K

Sep 30, 26

+134

0.00%

Valeo Financial Advisors, LLC

1.12K

Sep 30, 26

-1

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

1.12K

Sep 30, 26

-181

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

1.11K

Sep 30, 26

0.00%

WESTCO ADVISORY SERVICES INC /ADV

1.11K

Sep 30, 26

+61

0.00%

BOS Asset Management, LLC

1.11K

Sep 30, 26

0.00%

TRUST CO OF VERMONT

1.10K

Sep 30, 26

0.00%

Badgley Phelps Wealth Managers, LLC

1.10K

Sep 30, 26

0.00%

Cherry Tree Wealth Management, LLC

1.08K

Sep 30, 26

0.00%

StoneX Group Inc.

1.08K

Sep 30, 26

+1.08K

0.00%

Schaeffer Financial LLC

1.08K

Sep 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.08K

Sep 30, 26

-25

0.00%

Optas, LLC

1.07K

Sep 30, 26

0.00%

TCV Trust & Wealth Management, Inc.

1.07K

Sep 30, 26

0.00%

Cannell & Spears LLC

1.05K

Sep 30, 26

-60

0.00%

MARCO INVESTMENT MANAGEMENT LLC

1.05K

Sep 30, 26

0.00%

Asset Dedication, LLC

1.05K

Sep 30, 26

0.00%

HBK Sorce Advisory LLC

1.04K

Sep 30, 26

+16

0.00%

FIRST HORIZON CORP

1.04K

Sep 30, 26

0.00%

Fairvoy Private Wealth, LLC

1.04K

Sep 30, 26

-5

0.00%

Signal Advisors Wealth, LLC

1.04K

Sep 30, 26

-105

0.00%

TENET WEALTH PARTNERS, LLC

1.02K

Sep 30, 26

0.00%

Haven Private, LLC

1.02K

Sep 30, 26

0.00%

Bison Wealth, LLC

1.01K

Sep 30, 26

+45

0.00%

CITIGROUP INC

1.01K

Sep 30, 26

-9

0.00%

Dorato Capital Management

1.01K

Sep 30, 26

0.00%

Cambridge Financial Group, LLC

1.01K

Sep 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.01K

Sep 30, 26

0.00%

Ascent Wealth Partners, LLC

1.01K

Sep 30, 26

0.00%

Ullmann Wealth Partners Group, LLC

1.00K

Sep 30, 26

0.00%

GreatBanc Trust CO

999

Sep 30, 26

+106

0.00%

LYELL WEALTH MANAGEMENT, LP

996

Sep 30, 26

0.00%

Edgestream Partners, L.P.

994

Sep 30, 26

+225

0.00%

INTEGRITY ALLIANCE, LLC.

993

Sep 30, 26

-611

0.00%

CIBC WORLD MARKET INC.

979

Sep 30, 26

0.00%

MELFA WEALTH MANAGEMENT, INC.

975

Sep 30, 26

0.00%

Aaron Wealth Advisors LLC

974

Sep 30, 26

-7

0.00%

BIP Wealth, LLC

968

Sep 30, 26

+14

0.00%

EARNED WEALTH ADVISORS, LLC

967

Sep 30, 26

-75

0.00%

Serenity Investment Advisors

953

Sep 30, 26

0.00%

HANOVER ADVISORS INC

950

Sep 30, 26

0.00%

WHITTIER TRUST CO

949

Sep 30, 26

-75

0.00%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

943

Sep 30, 26

0.00%

DecisionMap Wealth Management, LLC

943

Sep 30, 26

-1

0.00%

Traynor Capital Management, Inc.

937

Sep 30, 26

+25

0.00%

RESOLUTE WEALTH ADVISOR, INC.

929

Sep 30, 26

-613

0.00%

Soltis Investment Advisors LLC

925

Sep 30, 26

+12

0.00%

First Citizens Financial Corp

920

Sep 30, 26

-21

0.00%

Capital Squared Financial LLC

916

Sep 30, 26

0.00%

FIRST MERCHANTS CORP

915

Sep 30, 26

0.00%

Payne Capital Management, LLC

900

Sep 30, 26

0.00%

Wealth Architects, LLC

900

Sep 30, 26

0.00%

Garde Capital, Inc.

896

Sep 30, 26

0.00%

Clare Market Investments LLC

895

Sep 30, 26

0.00%

HOURGLASS CAPITAL, LLC

890

Sep 30, 26

-152

0.00%

JB Capital LLC

889

Sep 30, 26

-39

0.00%

Global Wealth Management, LLC

887

Sep 30, 26

0.00%

Almanack Investment Partners, LLC.

884

Sep 30, 26

0.00%

Simmons Bank

882

Sep 30, 26

+882

0.00%

Arjuna Capital

880

Sep 30, 26

0.00%

GatePass Capital, LLC

877

Sep 30, 26

+877

0.00%

1900 WEALTH MANAGEMENT LLC

877

Sep 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

875

Sep 30, 26

+20

0.00%

STACKSTONE WEALTH, LLC

871

Sep 30, 26

+871

0.00%

MCF Advisors LLC

864

Sep 30, 26

0.00%

Game Plan Financial Advisors, LLC

862

Sep 30, 26

0.00%

Heritage Wealth Management, Inc. /CA/

856

Sep 30, 26

0.00%

Oliver Luxxe Assets LLC

850

Sep 30, 26

-60

0.00%

CONSOLIDATED CAPITAL MANAGEMENT, LLC

848

Sep 30, 26

-9

0.00%

Essex Bank

848

Sep 30, 26

-18

0.00%

ENZI WEALTH

834

Sep 30, 26

0.00%

R2 Capital Strategies, LLC

828

Sep 30, 26

0.00%

SBI Securities Co., Ltd.

828

Sep 30, 26

0.00%

GFI Investment Counsel Ltd.

810

Sep 30, 26

+810

0.00%

Braun-Bostich & Associates Inc.

810

Sep 30, 26

-194

0.00%

ForthRight Wealth Management, LLC

804

Sep 30, 26

0.00%

Tennessee Valley Asset Management Partners

798

Sep 30, 26

-90

0.00%

Russell Investments Group, Ltd.

796

Sep 30, 26

-30

0.00%

WBH ADVISORY INC

794

Sep 30, 26

0.00%

Ameliora Wealth Management Ltd.

792

Sep 30, 26

0.00%

McGuire Investment Group, LLC

789

Sep 30, 26

0.00%

WealthCollab, LLC

787

Sep 30, 26

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

780

Sep 30, 26

-200

0.00%

Pictet North America Advisors SA

765

Sep 30, 26

0.00%

Capital Investment Advisory Services, LLC

761

Sep 30, 26

-20

0.00%

ALTERNA WEALTH MANAGEMENT, INC

756

Sep 30, 26

-1

0.00%

Welch Group, LLC

754

Sep 30, 26

-166

0.00%

Junk Investment Group, LLC

750

Sep 30, 26

0.00%

Birchcreek Wealth Management, LLC

748

Sep 30, 26

0.00%

TCP Asset Management, LLC

740

Sep 30, 26

0.00%

DUNCKER STREETT & CO INC

738

Sep 30, 26

0.00%

Performance Wealth Partners, LLC

738

Sep 30, 26

0.00%

Crescent Grove Advisors, LLC

734

Sep 30, 26

0.00%

Mascagni Wealth Management, Inc.

733

Sep 30, 26

-37

0.00%

Florida Trust Wealth Management Co

728

Sep 30, 26

+65

0.00%

SHAKER INVESTMENTS LLC/OH

728

Sep 30, 26

-33

0.00%

Chicago Capital, LLC

722

Sep 30, 26

0.00%

Abound Wealth Management

722

Sep 30, 26

-91

0.00%

Wilmington Savings Fund Society, FSB

721

Sep 30, 26

0.00%

KPP Advisory Services LLC

715

Sep 30, 26

-171

0.00%

DDD Partners, LLC

714

Sep 30, 26

0.00%

Valmark Advisers, Inc.

707

Sep 30, 26

+16

0.00%

SOUTHERN MICHIGAN BANK & TRUST

707

Sep 30, 26

0.00%

BARCLAYS PLC

700

Sep 30, 26

0.00%

THOMAS STORY & SON LLC

700

Sep 30, 26

0.00%

TritonPoint Partners, LLC

696

Sep 30, 26

0.00%

Cypress Capital Group

695

Sep 30, 26

0.00%

Hubbell Strickland Wealth Management, LLC

695

Sep 30, 26

0.00%

Arlington Trust Co LLC

695

Sep 30, 26

-55

0.00%

CARLSON FINANCIAL, INC.

695

Sep 30, 26

0.00%

DUDLEY CAPITAL MANAGEMENT, LLC

694

Sep 30, 26

-991

0.00%

Grant Street Asset Management, Inc.

692

Sep 30, 26

0.00%

Facet Wealth, Inc.

691

Sep 30, 26

+691

0.00%

BERKSHIRE ASSET MANAGEMENT LLC/PA

690

Sep 30, 26

+690

0.00%

Fiduciary Alliance LLC

689

Sep 30, 26

0.00%

Relyea Zuckerberg Hanson LLC

688

Sep 30, 26

0.00%

SteelPeak Wealth, LLC

687

Sep 30, 26

-92

0.00%

Elevated Financial Group LLC

683

Sep 30, 26

-237

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

681

Sep 30, 26

0.00%

BUCKHEAD CAPITAL MANAGEMENT LLC

680

Sep 30, 26

0.00%

Pacific Sage Partners, LLC

679

Sep 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

676

Sep 30, 26

0.00%

KELLY FINANCIAL GROUP LLC

670

Sep 30, 26

-3

0.00%

CORE WEALTH ADVISORS, LLC

669

Sep 30, 26

0.00%

Cornerstone Wealth Management, LLC

669

Sep 30, 26

0.00%

Capital Advantage, Inc.

667

Sep 30, 26

0.00%

Silver Grove Financial Group, Inc.

660

Sep 30, 26

+639

0.00%

Astoria Portfolio Advisors LLC.

657

Sep 30, 26

+657

0.00%

Atlantic Union Bankshares Corp

654

Sep 30, 26

-93

0.00%

Cassilly Financial Group LLC

648

Sep 30, 26

0.00%

Sterling Investment Counsel, LLC

644

Sep 30, 26

0.00%

Lineweaver Wealth Advisors, LLC

642

Sep 30, 26

-2

0.00%

SevenBridge Financial Group, LLC

642

Sep 30, 26

-25

0.00%

Madson Wealth Advisors Inc

641

Sep 30, 26

-638

0.00%

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

631

Sep 30, 26

-47

0.00%

Echo45 Advisors LLC

630

Sep 30, 26

+630

0.00%

MV CAPITAL MANAGEMENT, INC.

627

Sep 30, 26

0.00%

Canopy Partners, LLC

620

Sep 30, 26

0.00%

A4 Wealth Advisors LLC

615

Sep 30, 26

0.00%

J. Mark Nickell & Co.

611

Sep 30, 26

0.00%

Werba Rubin Papier Wealth Management

601

Sep 30, 26

-398

0.00%

Sage Investment Advisers LLC

600

Sep 30, 26

0.00%

Farmers & Merchants Trust Co of Long Beach

600

Sep 30, 26

0.00%

Rockingstone Advisors LLC

600

Sep 30, 26

0.00%

Atala Financial Inc

591

Sep 30, 26

0.00%

CLEAR WAVE WEALTH MANAGEMENT LLC

590

Sep 30, 26

0.00%

PRIVATE TRUST CO NA

590

Sep 30, 26

+48

0.00%

Advisors Capital Management, LLC

589

Sep 30, 26

+16

0.00%

Vertrix Wealth Management, LLC

586

Sep 30, 26

0.00%

Rossby Financial, LCC

585

Sep 30, 26

+396

0.00%

WEST PACES ADVISORS INC.

585

Sep 30, 26

0.00%

Marble Wealth, LLC

576

Sep 30, 26

0.00%

DUTCH ASSET Corp

575

Sep 30, 26

0.00%

Woodward Financial Advisors, Inc.

575

Sep 30, 26

0.00%

Texas Capital Bank Wealth Management Services Inc

572

Sep 30, 26

0.00%

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

572

Sep 30, 26

0.00%

OMNI 360 Wealth, Inc.

570

Sep 30, 26

-2

0.00%

AlTi Global, Inc.

565

Sep 30, 26

+565

0.00%

Gryphon Financial Partners LLC

562

Sep 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

560

Sep 30, 26

-3.68K

0.00%

Traub Capital Management LLC

560

Sep 30, 26

0.00%

HHM Wealth Advisors, LLC

557

Sep 30, 26

0.00%

CORTLAND ASSOCIATES INC/MO

555

Sep 30, 26

0.00%

Invesco Ltd.

553

Sep 30, 26

-51

0.00%

Moors & Cabot, Inc.

551

Sep 30, 26

0.00%

Gratus Wealth Advisors, LLC

550

Sep 30, 26

0.00%

Goelzer Investment Management, Inc.

546

Sep 30, 26

-9

0.00%

MONEY CONCEPTS CAPITAL CORP

546

Sep 30, 26

+546

0.00%

D'Orazio & Associates, Inc.

542

Sep 30, 26

+542

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

540

Sep 30, 26

+540

0.00%

BAM Wealth Management, LLC

531

Sep 30, 26

+531

0.00%

Brightwater Advisory LLC

530

Sep 30, 26

+530

0.00%

Rockport Wealth LLC

526

Sep 30, 26

+526

0.00%

MeadowBrook Investment Advisors LLC

522

Sep 30, 26

0.00%

REAP Financial Group, LLC

502

Sep 30, 26

0.00%

FIRST FINANCIAL CORP /IN/

488

Sep 30, 26

0.00%

United Community Bank

475

Sep 30, 26

0.00%

CoreCap Advisors, LLC

469

Sep 30, 26

-155

0.00%

Allworth Financial LP

468

Sep 30, 26

+123

0.00%

Plante Moran Financial Advisors, LLC

453

Sep 30, 26

0.00%

Princeton Global Asset Management LLC

424

Sep 30, 26

0.00%

Mosley Wealth Management

411

Sep 30, 26

-59

0.00%

Geneos Wealth Management Inc.

404

Sep 30, 26

+236

0.00%

BOLTON SECURITIES CORPORATION

403

Sep 30, 26

-108

0.00%

Curry Webb Wealth Management LLC

399

Sep 30, 26

+399

0.00%

Strategic Investment Solutions, Inc. /IL

393

Sep 30, 26

-301

0.00%

CULLEN/FROST BANKERS, INC.

392

Sep 30, 26

0.00%

Elevated Capital Advisors, LLC

392

Sep 30, 26

-682

0.00%

FINANCIAL CONSULATE, INC

392

Sep 30, 26

0.00%

Acropolis Investment Management, LLC

387

Sep 30, 26

0.00%

Balentine LLC

382

Sep 30, 26

0.00%

Heritage Family Offices, LLP

359

Sep 30, 26

+359

0.00%

Ascentis Independent Advisors

346

Sep 30, 26

+346

0.00%

Millstone Evans Group, LLC

328

Sep 30, 26

0.00%

DEUTSCHE BANK AG\

325

Sep 30, 26

0.00%

North Star Investment Management Corp.

325

Sep 30, 26

0.00%

West Branch Capital LLC

323

Sep 30, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

321

Sep 30, 26

0.00%

Global Trust Asset Management, LLC

312

Sep 30, 26

0.00%

Migdal Insurance & Financial Holdings Ltd.

301

Sep 30, 26

0.00%

Asset Planning,Inc

300

Sep 30, 26

0.00%

Byrne Asset Management LLC

281

Sep 30, 26

0.00%

JNBA Financial Advisors

276

Sep 30, 26

+276

0.00%

Colonial Trust Co / SC

264

Sep 30, 26

0.00%

Colonial Trust Advisors

255

Sep 30, 26

0.00%

N.E.W. Advisory Services LLC

255

Sep 30, 26

0.00%

Larson Financial Group LLC

253

Sep 30, 26

0.00%

Phillip James Consulting Co.

251

Sep 30, 26

+251

0.00%

Acumen Wealth Advisors, LLC

250

Sep 30, 26

0.00%

True Wealth Design, LLC

246

Sep 30, 26

-4

0.00%

Collier Financial

242

Sep 30, 26

0.00%

BARRETT & COMPANY, INC.

242

Sep 30, 26

0.00%

241

Sep 30, 26

0.00%

Virginia Estate & Retirement Planning Advisors Inc.

240

Sep 30, 26

+240

0.00%

RHUMBLINE ADVISERS

233

Sep 30, 26

0.00%

GAMMA Investing LLC

228

Sep 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

218

Sep 30, 26

+218

0.00%

Signature Equity Partners, LLC

218

Sep 30, 26

+177

0.00%

GODSEY & GIBB, INC

217

Sep 30, 26

-25

0.00%

Coastline Trust Co

213

Sep 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

211

Sep 30, 26

0.00%

Rydar Equities, Inc.

206

Sep 30, 26

+206

0.00%

AMERICAN NATIONAL BANK & TRUST

202

Sep 30, 26

0.00%

Midwest Capital Advisors, LLC

199

Sep 30, 26

-23

0.00%

Elyxium Wealth, LLC

183

Sep 30, 26

+183

0.00%

Archer Investment Corp

179

Sep 30, 26

0.00%

Clark Wealth Partners

178

Sep 30, 26

-3

0.00%

Latitude Advisors, LLC

162

Sep 30, 26

+162

0.00%

Advocate Investing Services LLC

159

Sep 30, 26

0.00%

Coston, McIsaac & Partners

157

Sep 30, 26

0.00%

SFAM, LLC

155

Sep 30, 26

0.00%

TIAA Wealth Investment Management LLC

151

Sep 30, 26

-23

0.00%

Hilltop National Bank

150

Sep 30, 26

0.00%

Hilton Head Capital Partners, LLC

141

Sep 30, 26

0.00%

SouthState Bank Corp

132

Sep 30, 26

0.00%

Edgemoor Investment Advisors, Inc.

125

Sep 30, 26

+125

0.00%

EASTERN BANK

120

Sep 30, 26

0.00%

3 FACTOR INDEXING, LLC

118

Sep 30, 26

0.00%

BOKF, NA

110

Sep 30, 26

0.00%

Trust Co

106

Sep 30, 26

-15

0.00%

Sage Mountain Advisors LLC

106

Sep 30, 26

0.00%

Markowski Investments

104

Sep 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

100

Sep 30, 26

0.00%

Lodestone Wealth Management LLC

Sep 30, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Sep 30, 26

0.00%

Harborfront Financial Group LLC

Sep 30, 26

+17

0.00%

Realta Investment Advisors

Sep 30, 26

0.00%

GK Wealth Management LLC

Sep 30, 26

+94

0.00%

ANGELES WEALTH MANAGEMENT, LLC

Sep 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

Sep 30, 26

0.00%

CENTRAL TRUST Co

Sep 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

Sep 30, 26

0.00%

TFC Financial Management, Inc.

Sep 30, 26

0.00%

Team Financial Group, LLC

Sep 30, 26

+85

0.00%

Allspring Global Investments Holdings, LLC

Sep 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Sep 30, 26

0.00%

NBH Bank

Sep 30, 26

0.00%

Signature Resources Capital Management, LLC

Sep 30, 26

0.00%

Westside Investment Management, Inc.

Sep 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

Sep 30, 26

0.00%

Evelyn Partners Group Ltd

Sep 30, 26

-2.85K

0.00%

CDKV HOLDINGS LLC

Sep 30, 26

0.00%

GeoWealth Management, LLC

Sep 30, 26

+65

0.00%

Caldwell Trust Co

Sep 30, 26

0.00%

Anchor Investment Management, LLC

Sep 30, 26

0.00%

Birchwood Financial Partners, Inc.

Sep 30, 26

0.00%

Nemes Rush Group LLC

Sep 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Sep 30, 26

0.00%

Bogart Wealth, LLC

Sep 30, 26

-1

0.00%

United Financial Planning Group LLC

Sep 30, 26

0.00%

Essential Partners LLC

Sep 30, 26

+54

0.00%

Goodman Advisory Group, LLC

Sep 30, 26

+54

0.00%

Root Financial Partners, LLC

Sep 30, 26

+53

0.00%

UMB Bank, n.a.

Sep 30, 26

+10

0.00%

Versant Capital Management, Inc

Sep 30, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Sep 30, 26

0.00%

Owl Creek Wealth Partners LLC

Sep 30, 26

0.00%

Breakwater Investment Management

Sep 30, 26

0.00%

Rothwell Investment Advisors, LLC

Sep 30, 26

+45

0.00%

KELLEHER FINANCIAL ADVISORS

Sep 30, 26

-43

0.00%

Pinnacle Wealth Planning Services, Inc.

Sep 30, 26

-1

0.00%

Noble Wealth Management PBC

Sep 30, 26

0.00%

Central Pacific Bank - Trust Division

Sep 30, 26

0.00%

Physician Wealth Advisors, Inc.

Sep 30, 26

-16

0.00%

Transce3nd, LLC

Sep 30, 26

+36

0.00%

Paladin Advisory Group, LLC

Sep 30, 26

0.00%

NorthAvenue LLC

Sep 30, 26

0.00%

Fairway Wealth LLC

Sep 30, 26

+34

0.00%

Benson Wealth Management INC

Sep 30, 26

0.00%

Reyes Financial Architecture, Inc.

Sep 30, 26

0.00%

Pinnacle Bancorp, Inc.

Sep 30, 26

0.00%

Avion Wealth

Sep 30, 26

0.00%

Creative Capital Management Investments LLC

Sep 30, 26

+30

0.00%

Holos Integrated Wealth LLC

Sep 30, 26

+30

0.00%

AlphaCore Capital LLC

Sep 30, 26

0.00%

Lloyd Advisory Services, LLC.

Sep 30, 26

0.00%

GoalVest Advisory LLC

Sep 30, 26

0.00%

DecisionPoint Financial, LLC

Sep 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Sep 30, 26

0.00%

Founders Financial Alliance, LLC

Sep 30, 26

-16

0.00%

Comprehensive Financial Planning, Inc./PA

Sep 30, 26

-1

0.00%

ROTHSCHILD INVESTMENT LLC

Sep 30, 26

+21

0.00%

Montgomery Financial Services LLC

Sep 30, 26

+20

0.00%

Alpine Bank Wealth Management

Sep 30, 26

0.00%

Rakuten Securities, Inc.

Sep 30, 26

+15

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Sep 30, 26

0.00%

IFS Advisors, LLC

Sep 30, 26

+19

0.00%

Superior Planning, LLC

Sep 30, 26

+17

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Sep 30, 26

0.00%

Nova Financial LLC

Sep 30, 26

+16

0.00%

Tanglewood Legacy Advisors, LLC

Sep 30, 26

0.00%

Provenance Wealth Advisors, LLC

Sep 30, 26

+12

0.00%

Livelsberger Financial Advisory

Sep 30, 26

+11

0.00%

Rosenberg Matthew Hamilton

Sep 30, 26

0.00%

SRH ADVISORS, LLC

Sep 30, 26

0.00%

Raleigh Capital Management Inc.

Sep 30, 26

0.00%

ALERUS FINANCIAL NA

Sep 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Sep 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Sep 30, 26

0.00%

BNP PARIBAS FINANCIAL MARKETS

Sep 30, 26

-15

0.00%

Capital Investment Counsel, Inc

Sep 30, 26

0.00%

CHELSEA COUNSEL CO

Sep 30, 26

0.00%

Legacy Edge Advisors, LLC

Sep 30, 26

-759

PEOPLES FINANCIAL SERVICES CORP.

Sep 30, 26

-50

Cornerstone Planning Group LLC

Sep 30, 26

-106

Stillwater Wealth Management Group

Sep 30, 26

-565

Indie Asset Partners, LLC

Sep 30, 26

-565

LifeSteps Financial, Inc.

Sep 30, 26

-94

Town Capital LLC

Sep 30, 26

-552

Cedar Mountain Advisors, LLC

Sep 30, 26

-36

SILVER OAK SECURITIES, INCORPORATED

Sep 30, 26

-1.44K

Gen-Wealth Partners Inc

Sep 30, 26

-13

Richard W. Paul & Associates, LLC

Sep 30, 26

-13

Commonwealth Retirement Investments LLC

Sep 30, 26

-145

JANE STREET GROUP, LLC

Sep 30, 26

-2.87K

First Command Advisory Services, Inc.

Sep 30, 26

-77

Plan Group Financial, LLC

Sep 30, 26

-663

Robinswood Financial LLC

Sep 30, 26

-123

Tyche Wealth Partners LLC

Sep 30, 26

-956

Stone House Investment Management, LLC

Sep 30, 26

-464

TSFG, LLC

Sep 30, 26

-57

TUCKER ASSET MANAGEMENT LLC

Sep 30, 26

-95

ARVEST INVESTMENTS, INC.

Sep 30, 26

-8

J. Safra Sarasin Holding AG

Sep 30, 26

-727

Alta Wealth Advisors LLC

Sep 30, 26

-1.03K

GHP Investment Advisors, Inc.

Sep 30, 26

-19

DHJJ Financial Advisors, Ltd.

Sep 30, 26

-84

Strategic Wealth Advisors LLC

Sep 30, 26

-18

MBA Advisors LLC

Sep 30, 26

-11.92K

Quantbot Technologies LP

Sep 30, 26

-658

PRIVATE CLIENT SERVICES, LLC

Sep 30, 26

-25.26K

DAYMARK WEALTH PARTNERS, LLC

Sep 30, 26

-643

Indivisible Partners

Sep 30, 26

-769

ZEGA Investments, LLC

Sep 30, 26

-619

Purpose Unlimited Inc.

Sep 30, 26

-359

Main Street Group, LTD

Sep 30, 26

-4

GWN SECURITIES INC.

Sep 30, 26

-607

CENTRAL VALLEY ADVISORS, LLC

Sep 30, 26

-631

HighRoad Wealth Advisors, LLC

Sep 30, 26

-607

FIDELIS CAPITAL PARTNERS, LLC

Sep 30, 26

-608

Park Place Capital Corp

Sep 30, 26

-65

Balefire, LLC

Sep 30, 26

-13.02K

Graves Light Lenhart Wealth, Inc.

Sep 30, 26

-1.44K

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

Sep 30, 26

-135

WT Wealth Management

Sep 30, 26

-6.93K

Pettinga Financial Advisors LLC

Sep 30, 26

-727

Freedom Investment Management, Inc.

Sep 30, 26

-926

PITTENGER & ANDERSON INC

Sep 30, 26

-11

CAPITAL CITY TRUST CO/FL

Sep 30, 26

-2.73K

ISLAY CAPITAL MANAGEMENT, LLC

Sep 30, 26

-600

Simplicity Wealth,LLC

Sep 30, 26

-967

SALEM INVESTMENT COUNSELORS INC

Sep 30, 26

-125

NBT BANK, N.A.

Sep 30, 26

-46

Integrated Advisors Network LLC

Sep 30, 26

-1.41K

Wellington Grp LLC

Sep 30, 26

-417

Synergy Investment Management, LLC

Sep 30, 26

-393

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Sep 30, 26

-126

Integrity Investment Advisors, LLC

Sep 30, 26

-974

BANK OF AMERICA CORP /DE/

6.91M

Jun 30, 26

-28.58K

12.85%

JONES FINANCIAL COMPANIES LLLP

2.38M

Jun 30, 26

+207.12K

4.43%

MORGAN STANLEY

1.84M

Jun 30, 26

+555.29K

3.42%

JPMORGAN CHASE & CO

1.61M

Jun 30, 26

-43.75K

3.00%

GOLDMAN SACHS GROUP INC

1.13M

Jun 30, 26

+3.15K

2.11%

WELLS FARGO & COMPANY/MN

823.46K

Jun 30, 26

-29.63K

1.53%

Cresset Asset Management, LLC

796.22K

Jun 30, 26

+4.30K

1.48%

UBS Group AG

660.71K

Jun 30, 26

-28.78K

1.23%

IEQ CAPITAL, LLC

619.21K

Jun 30, 26

-96.20K

1.15%

MAI Capital Management

411.51K

Jun 30, 26

+401.58K

0.77%

RAYMOND JAMES FINANCIAL INC

389.66K

Jun 30, 26

-31.68K

0.72%

ENVESTNET ASSET MANAGEMENT INC

317.30K

Jun 30, 26

-31.45K

0.59%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

293.01K

Jun 30, 26

+20.52K

0.55%

AMERIPRISE FINANCIAL INC

266.48K

Jun 30, 26

-100.44K

0.50%

TWO SIGMA INVESTMENTS, LP

216.02K

Jun 30, 26

-582.48K

0.40%

AQR CAPITAL MANAGEMENT LLC

188.02K

Jun 30, 26

+17.01K

0.35%

Beacon Pointe Advisors, LLC

173.64K

Jun 30, 26

+158.46K

0.32%

Ensign Peak Advisors, Inc

170.48K

Jun 30, 26

0.32%

Cerity Partners LLC

165.09K

Jun 30, 26

-1.39K

0.31%

ROYAL BANK OF CANADA

149.84K

Jun 30, 26

-76.92K

0.28%

Sanctuary Advisors, LLC

147.08K

Jun 30, 26

-4.63K

0.27%

Quantinno Capital Management LP

136.46K

Jun 30, 26

-1.41K

0.25%

OSAIC HOLDINGS, INC.

126.80K

Jun 30, 26

-10.51K

0.24%

Dorsey & Whitney Trust CO LLC

124.55K

Jun 30, 26

0.23%

FRANKLIN TEMPLETON INC

122.80K

Jun 30, 26

-1.22K

0.23%

BROWN ADVISORY INC

117.41K

Jun 30, 26

+22.62K

0.22%

Integrated Wealth Concepts LLC

103.80K

Jun 30, 26

-10.33K

0.19%

Cetera Investment Advisers

100.57K

Jun 30, 26

-20.27K

0.19%

Steward Partners Investment Advisory, LLC

95.11K

Jun 30, 26

-1.07K

0.18%

Pathstone Holdings, LLC

94.08K

Jun 30, 26

+3.49K

0.18%

CAPTRUST FINANCIAL ADVISORS

78.86K

Jun 30, 26

+473

0.15%

Empowered Funds, LLC

78.27K

Jun 30, 26

+136

0.15%

Rockefeller Capital Management L.P.

73.57K

Jun 30, 26

-13.15K

0.14%

MERCER GLOBAL ADVISORS INC /ADV

70.91K

Jun 30, 26

+6.89K

0.13%

&PARTNERS

68.53K

Jun 30, 26

-18.83K

0.13%

NATIXIS ADVISORS, LLC

67.11K

Jun 30, 26

+4.97K

0.12%

Panoramic Capital Partners, LLC

64.79K

Jun 30, 26

+2.23K

0.12%

Stratos Wealth Partners, LTD.

61.14K

Jun 30, 26

+5.06K

0.11%

GTS SECURITIES LLC

51.28K

Jun 30, 26

+8.53K

0.10%

One Wealth Advisors, LLC

51.15K

Jun 30, 26

+2.20K

0.10%

NewEdge Advisors, LLC

50.75K

Jun 30, 26

-43.60K

0.09%

NORTHERN TRUST CORP

50.62K

Jun 30, 26

-504

0.09%

BROWN BROTHERS HARRIMAN & CO

46.53K

Jun 30, 26

-7.94K

0.09%

Meridian Wealth Advisors, LLC

44.68K

Jun 30, 26

-1.90K

0.08%

QUEST INVESTMENT MANAGEMENT LLC

44.01K

Jun 30, 26

-2.96K

0.08%

Waverly Advisors, LLC

43.15K

Jun 30, 26

-195

0.08%

Pinnacle Financial Partners, Inc.

42.88K

Jun 30, 26

+17.37K

0.08%

MML INVESTORS SERVICES, LLC

42.88K

Jun 30, 26

-4.26K

0.08%

FIRST NATIONAL BANK OF OMAHA

41.80K

Jun 30, 26

-1.06K

0.08%

STIFEL FINANCIAL CORP

40.22K

Jun 30, 26

+15.76K

0.07%

WEALTH ALLIANCE, LLC

39.39K

Jun 30, 26

+16.86K

0.07%

Corient Private Wealth LP

38.99K

Jun 30, 26

-581

0.07%

Continuum Advisory, LLC

36.64K

Jun 30, 26

-979

0.07%

One Capital Management, LLC

34.28K

Jun 30, 26

0.06%

Equitable Holdings, Inc.

33.27K

Jun 30, 26

-366

0.06%

EP Wealth Advisors, LLC

31.65K

Jun 30, 26

-953

0.06%

Capital Analysts, LLC

30.23K

Jun 30, 26

-47

0.06%

Polianta Ltd

29.40K

Jun 30, 26

+1.10K

0.05%

STOCK YARDS BANK & TRUST CO

29.00K

Jun 30, 26

+485

0.05%

Aft, Forsyth & Sober, LLC

28.80K

Jun 30, 26

0.05%

Select Asset Management & Trust

28.30K

Jun 30, 26

-102

0.05%

Ancora Advisors LLC

27.19K

Jun 30, 26

-20.82K

0.05%

HSBC HOLDINGS PLC

26.81K

Jun 30, 26

+7.80K

0.05%

UNITED CAPITAL FINANCIAL ADVISORS, LLC

25.51K

Jun 30, 26

-3.10K

0.05%

Snowden Capital Advisors LLC

25.29K

Jun 30, 26

-4.97K

0.05%

LIBERTY WEALTH MANAGEMENT LLC

24.66K

Jun 30, 26

0.05%

ALLIANCEBERNSTEIN L.P.

23.18K

Jun 30, 26

-47

0.04%

XTX Topco Ltd

22.44K

Jun 30, 26

-13.60K

0.04%

Federation des caisses Desjardins du Quebec

21.52K

Jun 30, 26

-1.14K

0.04%

SCS Capital Management LLC

21.28K

Jun 30, 26

-114

0.04%

Granite Bay Wealth Management, LLC

20.97K

Jun 30, 26

+20.97K

0.04%

JOHNSON INVESTMENT COUNSEL INC

20.32K

Jun 30, 26

-383

0.04%

Van Hulzen Asset Management, LLC

20.27K

Jun 30, 26

-3.43K

0.04%

Savvy Advisors, Inc.

20.13K

Jun 30, 26

-889

0.04%

Advisory Services Network, LLC

19.46K

Jun 30, 26

+1.03K

0.04%

BlackRock, Inc.

19.00K

Jun 30, 26

+2.17K

0.04%

Quotient Wealth Partners, LLC

18.81K

Jun 30, 26

-646

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

17.64K

Jun 30, 26

+205

0.03%

Veridan Wealth LLC

17.64K

Jun 30, 26

-535

0.03%

NewEdge Wealth, LLC

17.54K

Jun 30, 26

-58

0.03%

Arax Advisory Partners

17.53K

Jun 30, 26

+14.10K

0.03%

D. E. Shaw & Co., Inc.

15.81K

Jun 30, 26

+15.81K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.39K

Jun 30, 26

-23.31K

0.03%

IHT Wealth Management, LLC

14.26K

Jun 30, 26

-2.77K

0.03%

BBR PARTNERS, LLC

13.44K

Jun 30, 26

0.03%

JPL Wealth Management, LLC

12.55K

Jun 30, 26

+145

0.02%

Wealthspire Advisors, LLC

12.51K

Jun 30, 26

+5.01K

0.02%

Gladstone Institutional Advisory LLC

12.15K

Jun 30, 26

-157

0.02%

HM PAYSON & CO

12.11K

Jun 30, 26

-210

0.02%

Arkadios Wealth Advisors

11.63K

Jun 30, 26

+521

0.02%

Regal Investment Advisors LLC

11.44K

Jun 30, 26

-101

0.02%

Runnymede Capital Advisors, Inc.

11.35K

Jun 30, 26

-40

0.02%

COMMERCE BANK

10.84K

Jun 30, 26

+1.83K

0.02%

RENAISSANCE TECHNOLOGIES LLC

10.68K

Jun 30, 26

-171

0.02%

Black Swift Group, LLC

10.62K

Jun 30, 26

0.02%

Family Manage LLC

10.14K

Jun 30, 26

-2.65K

0.02%

XCELSIOR ADVISOR PARTNERS LLC

9.80K

Jun 30, 26

-118

0.02%

Jump Financial, LLC

9.51K

Jun 30, 26

-42.75K

0.02%

Sequoia Financial Advisors, LLC

9.20K

Jun 30, 26

+7.19K

0.02%

Summit Wealth Partners, LLC

8.91K

Jun 30, 26

+1.05K

0.02%

HOWE & RUSLING INC

8.36K

Jun 30, 26

0.02%

Nova Wealth Management, Inc.

8.30K

Jun 30, 26

-610

0.02%

Venturi Wealth Management, LLC

8.13K

Jun 30, 26

-2

0.02%

GLENMEDE TRUST CO NA

8.09K

Jun 30, 26

-16

0.02%

Kingsview Wealth Management, LLC

7.72K

Jun 30, 26

+389

0.01%

CreativeOne Wealth, LLC

7.54K

Jun 30, 26

-4.37K

0.01%

Mutual Advisors, LLC

7.40K

Jun 30, 26

-3.22K

0.01%

5T Wealth, LLC

7.22K

Jun 30, 26

-415

0.01%

FOUNDATIONS INVESTMENT ADVISORS, LLC

7.15K

Jun 30, 26

-2.89K

0.01%

SCOTIA CAPITAL INC.

7.09K

Jun 30, 26

-543

0.01%

RWA WEALTH PARTNERS, LLC

6.77K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.58K

Jun 30, 26

-805

0.01%

AE Wealth Management LLC

6.50K

Jun 30, 26

-477

0.01%

Palumbo Wealth Management LLC

6.41K

Jun 30, 26

0.01%

FLOW TRADERS U.S. LLC

6.24K

Jun 30, 26

+6.24K

0.01%

Baird Financial Group, Inc.

6.11K

Jun 30, 26

-506

0.01%

Henson-Edgewater Management, LLC

6.01K

Jun 30, 26

+2.25K

0.01%

PRINCIPAL SECURITIES, INC.

5.91K

Jun 30, 26

+715

0.01%

RiverFront Investment Group, LLC

5.84K

Jun 30, 26

+490

0.01%

Tower Research Capital LLC (TRC)

5.79K

Jun 30, 26

+5.79K

0.01%

Evercore Wealth Management, LLC

5.78K

Jun 30, 26

-30

0.01%

JT Stratford LLC

5.58K

Jun 30, 26

-1.78K

0.01%

Ameritas Advisory Services, LLC

5.41K

Jun 30, 26

+3.32K

0.01%

Strait & Sound Wealth Management LLC

5.25K

Jun 30, 26

-11

0.01%

NATIONAL BANK OF CANADA /FI/

5.25K

Jun 30, 26

+24

0.01%

Orion Porfolio Solutions, LLC

5.12K

Jun 30, 26

-59

0.01%

WEBSTER BANK, N. A.

4.89K

Jun 30, 26

-560

0.01%

Cedar Wealth Management, LLC

4.78K

Jun 30, 26

0.01%

Stonebrook Private Inc.

4.68K

Jun 30, 26

-65

0.01%

Icon Wealth Advisors, LLC

4.64K

Jun 30, 26

-418

0.01%

Jackson Wealth Management, LLC

4.50K

Jun 30, 26

-54.23K

0.01%

Rothschild Wealth LLC

4.46K

Jun 30, 26

-38.71K

0.01%

RIK SAYLOR FINANCIAL, INC.

4.40K

Jun 30, 26

-30

0.01%

Madison Wealth Partners, Inc

4.32K

Jun 30, 26

-11

0.01%

NorthRock Partners, LLC

4.21K

Jun 30, 26

-1.34K

0.01%

Callan Family Office, LLC

4.16K

Jun 30, 26

0.01%

Sand Hill Global Advisors, LLC

3.81K

Jun 30, 26

+311

0.01%

WRAPMANAGER INC

3.63K

Jun 30, 26

+66

0.01%

Sovereign Financial Group, Inc.

3.57K

Jun 30, 26

+645

0.01%

Inspire Advisors, LLC

3.54K

Jun 30, 26

-129

0.01%

Vestmark Advisory Solutions, Inc.

3.52K

Jun 30, 26

+1.50K

0.01%

BLALOCK WILLIAMS, LLC

3.45K

Jun 30, 26

+909

0.01%

CIBC Bancorp USA Inc.

3.23K

Jun 30, 26

+234

0.01%

QRG CAPITAL MANAGEMENT, INC.

3.23K

Jun 30, 26

-205

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

3.23K

Jun 30, 26

+3.23K

0.01%

Lansing Street Advisors

3.17K

Jun 30, 26

-16

0.01%

Permanent Capital Management, LP

3.15K

Jun 30, 26

+3.15K

0.01%

Davis Wealth Advisors, LLC

3.11K

Jun 30, 26

-146

0.01%

EWA, LLC

3.07K

Jun 30, 26

-193

0.01%

CITADEL ADVISORS LLC

3.05K

Jun 30, 26

+3.05K

0.01%

JANE STREET GROUP, LLC

2.87K

Jun 30, 26

+2.87K

0.01%

FIRST TRUST ADVISORS LP

2.84K

Jun 30, 26

+387

0.01%

East Coast Asset Management, LLC.

2.75K

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

2.74K

Jun 30, 26

+2.49K

0.01%

Pallas Capital Advisors LLC

2.66K

Jun 30, 26

+61

0.00%

Paradigm Capital Management, LLC/NV

2.65K

Jun 30, 26

+2.65K

0.00%

American Trust

2.63K

Jun 30, 26

-44

0.00%

TWO SIGMA SECURITIES, LLC

2.58K

Jun 30, 26

+500

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.54K

Jun 30, 26

+1.27K

0.00%

Kovack Advisors, Inc.

2.52K

Jun 30, 26

+218

0.00%

Aptus Capital Advisors, LLC

2.52K

Jun 30, 26

+213

0.00%

Advyzon Investment Management, LLC

2.48K

Jun 30, 26

-530

0.00%

Vision Retirement, LLC

2.44K

Jun 30, 26

-242

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

2.40K

Jun 30, 26

+664

0.00%

Stokes Family Office, LLC

2.40K

Jun 30, 26

-6.76K

0.00%

Asset Management Group, Inc.

2.30K

Jun 30, 26

0.00%

GOLDEN ROAD ADVISORS LLC

2.18K

Jun 30, 26

0.00%

Tudor Financial Inc.

2.17K

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

2.12K

Jun 30, 26

-3

0.00%

Bawa N Mallick Trust

2.10K

Jun 30, 26

0.00%

Elm Partners Management LLC

2.08K

Jun 30, 26

0.00%

Curi Capital, LLC

2.00K

Jun 30, 26

+147

0.00%

Modern Wealth Management, LLC

1.97K

Jun 30, 26

+1.02K

0.00%

Neuberger Berman Group LLC

1.94K

Jun 30, 26

-19

0.00%

BRADLEY FOSTER & SARGENT INC/CT

1.91K

Jun 30, 26

-4

0.00%

ICONIQ Capital, LLC

1.90K

Jun 30, 26

0.00%

Innovative Asset Advisors Group, LLC

1.88K

Jun 30, 26

0.00%

Financial Engines Advisors L.L.C.

1.83K

Jun 30, 26

-14

0.00%

PCM Encore, LLC

1.81K

Jun 30, 26

+635

0.00%

OXFORD FINANCIAL GROUP, LTD. LLC

1.77K

Jun 30, 26

0.00%

BECKER CAPITAL MANAGEMENT INC

1.76K

Jun 30, 26

0.00%

USA FINANCIAL FORMULAS

1.75K

Jun 30, 26

+1.75K

0.00%

Vident Advisory, LLC

1.73K

Jun 30, 26

+110

0.00%

Beacon Bridge Wealth Partners, LLC

1.70K

Jun 30, 26

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

1.67K

Jun 30, 26

+250

0.00%

Perennial Investment Advisors, LLC

1.58K

Jun 30, 26

+248

0.00%

RESOLUTE WEALTH ADVISOR, INC.

1.54K

Jun 30, 26

0.00%

Gambit Capital Management, LLC

1.51K

Jun 30, 26

+1.51K

0.00%

HighMark Wealth Management LLC

1.47K

Jun 30, 26

0.00%

Envestnet Portfolio Solutions, Inc.

1.44K

Jun 30, 26

-137

0.00%

CALTON & ASSOCIATES, INC.

1.42K

Jun 30, 26

-785

0.00%

PFG Investments, LLC

1.41K

Jun 30, 26

-622

0.00%

Talisman Wealth Advisors LLC

1.40K

Jun 30, 26

-430

0.00%

Sonoma Allocations LLC

1.38K

Jun 30, 26

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

1.35K

Jun 30, 26

+543

0.00%

Yukon Wealth Management, Inc.

1.34K

Jun 30, 26

-22

0.00%

NICOLET BANKSHARES INC

1.32K

Jun 30, 26

+1.32K

0.00%

Vanguard Personalized Indexing Management, LLC

1.31K

Jun 30, 26

-243

0.00%

Johnson Financial Group, Inc.

1.29K

Jun 30, 26

+513

0.00%

HILLTOP WEALTH ADVISORS, LLC

1.29K

Jun 30, 26

-74

0.00%

Betterment LLC

1.24K

Jun 30, 26

-52

0.00%

Keystone Financial Services

1.23K

Jun 30, 26

-66

0.00%

PAX Financial Group, LLC

1.23K

Jun 30, 26

-138

0.00%

Seneca House Advisors

1.23K

Jun 30, 26

0.00%

World Investment Advisors

1.21K

Jun 30, 26

-119

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.20K

Jun 30, 26

0.00%

Leith Wheeler Investment Counsel Ltd.

1.20K

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT INC

1.19K

Jun 30, 26

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

1.19K

Jun 30, 26

-792

0.00%

AFT, FORSYTH & COMPANY, INC.

1.18K

Jun 30, 26

-35

0.00%

Cannell & Spears LLC

1.11K

Jun 30, 26

0.00%

Ballentine Partners, LLC

1.11K

Jun 30, 26

0.00%

Advance Capital Management, Inc.

1.09K

Jun 30, 26

+231

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.01K

Jun 30, 26

0.00%

Chatterton & Associates Inc.

991

Jun 30, 26

+113

0.00%

Sequent Asset Management, LLC

989

Jun 30, 26

-2.24K

0.00%

HANOVER ADVISORS INC

950

Jun 30, 26

0.00%

FLC Capital Advisors

936

Jun 30, 26

0.00%

Crewe Advisors LLC

896

Jun 30, 26

-30

0.00%

Clare Market Investments LLC

895

Jun 30, 26

0.00%

GTS FINANCIAL, LLC

895

Jun 30, 26

-12.69K

0.00%

Gotham Asset Management, LLC

802

Jun 30, 26

-126

0.00%

Main Street Financial Solutions, LLC

790

Jun 30, 26

-6

0.00%

WealthCollab, LLC

787

Jun 30, 26

0.00%

Essex Financial Services, Inc.

780

Jun 30, 26

0.00%

American Financial Advisors, LLC

757

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

747

Jun 30, 26

0.00%

MCMORGAN & CO LLC

740

Jun 30, 26

-10.14K

0.00%

FIRST FOUNDATION ADVISORS

730

Jun 30, 26

0.00%

Stratos Wealth Advisors, LLC

725

Jun 30, 26

0.00%

Ethos Financial Group, LLC

719

Jun 30, 26

-1.12K

0.00%

LBMC INVESTMENT ADVISORS, LLC

697

Jun 30, 26

0.00%

WNY Asset Management, LLC

686

Jun 30, 26

0.00%

Brookwood Investment Group LLC

679

Jun 30, 26

-4.93K

0.00%

Sheridan Capital Management, LLC

666

Jun 30, 26

0.00%

Quantbot Technologies LP

658

Jun 30, 26

-3

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

650

Jun 30, 26

0.00%

Clark Capital Management Group, Inc.

627

Jun 30, 26

+627

0.00%

J. Mark Nickell & Co.

611

Jun 30, 26

-152

0.00%

FIDELIS CAPITAL PARTNERS, LLC

608

Jun 30, 26

+608

0.00%

Invesco Ltd.

604

Jun 30, 26

+604

0.00%

Summit Trail Advisors, LLC

601

Jun 30, 26

+601

0.00%

WealthShield Partners, LLC

596

Jun 30, 26

-3.97K

0.00%

Prosperity Consulting Group, LLC

594

Jun 30, 26

-214

0.00%

VISTA INVESTMENT MANAGEMENT

589

Jun 30, 26

+589

0.00%

Strategic Wealth Partners, Ltd.

582

Jun 30, 26

-10

0.00%

IMA Advisory Services, Inc.

573

Jun 30, 26

+537

0.00%

Indie Asset Partners, LLC

565

Jun 30, 26

-161

0.00%

BFC Planning, Inc.

541

Jun 30, 26

+482

0.00%

Dunhill Financial, LLC

517

Jun 30, 26

-427

0.00%

VANGUARD ADVISERS INC

462

Jun 30, 26

+85

0.00%

Purpose Unlimited Inc.

359

Jun 30, 26

-3.39K

0.00%

Millstone Evans Group, LLC

328

Jun 30, 26

0.00%

Dixon Mitchell Investment Counsel Inc.

318

Jun 30, 26

-81

0.00%

Ritter Daniher Financial Advisory LLC / DE

312

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

233

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

202

Jun 30, 26

0.00%

Orion Capital Management LLC

199

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

194

Jun 30, 26

0.00%

Copia Wealth Management

194

Jun 30, 26

0.00%

Glassman Wealth Services

135

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

133

Jun 30, 26

0.00%

SHP Wealth Management

128

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

109

Jun 30, 26

+109

0.00%

AMERIFLEX GROUP, INC.

103

Jun 30, 26

-6

0.00%

Graney & King, LLC

103

Jun 30, 26

+88

0.00%

Operose Advisors LLC

100

Jun 30, 26

0.00%

FWL INVESTMENT MANAGEMENT, LLC

100

Jun 30, 26

0.00%

JDM Financial Group LLC

100

Jun 30, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Jun 30, 26

-27

0.00%

Corsicana & Co.

Jun 30, 26

0.00%

Harborfront Financial Group LLC

Jun 30, 26

+81

0.00%

Fourth Dimension Wealth, LLC

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

+53

0.00%

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

-30.68K

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

Jun 30, 26

0.00%

Benson Wealth Management INC

Jun 30, 26

0.00%

Crews Bank & Trust

Jun 30, 26

0.00%

Capital Advisor Network LLC

Jun 30, 26

-5

0.00%

BNP PARIBAS FINANCIAL MARKETS

Jun 30, 26

-66

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

0.00%

Imprint Wealth LLC

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

Jun 30, 26

+13

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

New Republic Capital, LLC

Jun 30, 26

0.00%

CHELSEA COUNSEL CO

Jun 30, 26

0.00%

WCG Wealth Advisors LLC

Jun 30, 26

-28.31K

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-3.27K

Concorde Asset Management, LLC

Jun 30, 26

-1.69K

Silicon Valley Capital Partners

Jun 30, 26

-25

Gateway Wealth Partners, LLC

Jun 30, 26

-704

EVOKE WEALTH, LLC

Jun 30, 26

-404.87K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-747

Optiver Holding B.V.

Jun 30, 26

-5.26K

Medallion Wealth Advisors, LLC

Jun 30, 26

-8

HRT FINANCIAL LP

Jun 30, 26

-14.44K

Main Management LLC

Jun 30, 26

-40

PROTECTIVE LIFE CORP

Jun 30, 26

-28

LWM Advisory Services, LLC

Jun 30, 26

-753

TD ASSET MANAGEMENT INC

Jun 30, 26

-1.88K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-271

CWM, LLC

155.87K

Mar 31, 26

-1.03M

0.29%

Sandbox Financial Partners, LLC

23.12K

Mar 31, 26

+2.03K

0.04%

U.S. Capital Wealth Advisors, LLC

4.52K

Mar 31, 26

+450

0.01%

Mill Creek Capital Advisors, LLC

3.76K

Mar 31, 26

0.01%

Brooklyn Investment Group

3.54K

Mar 31, 26

+3.54K

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

2.70K

Mar 31, 26

-14.68K

0.01%

DEBUSSY CAPITAL MANAGEMENT LP

2.59K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.10K

Mar 31, 26

-14

0.00%

Anfield Capital Management, LLC

148

Mar 31, 26

0.00%

2UniFi Bank

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

Mar 31, 26

+71

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-5

SOL Capital Management CO

Mar 31, 26

-10.58K

MOSELEY INVESTMENT MANAGEMENT INC

Mar 31, 26

-625

True Vision MN LLC

Mar 31, 26

-22.25K

JOURNEY STRATEGIC WEALTH LLC

Mar 31, 26

-1.09K

Coordinated Financial Services, Inc.

Mar 31, 26

-1.05K

High Falls Advisors, Inc

74.37K

Dec 31, 25

+4.35K

0.14%

COMERICA BANK

17.32K

Dec 31, 25

+835

0.03%

Creegan & Nassoura Financial Group, LLC

10.11K

Dec 31, 25

-90

0.02%

ORG Partners LLC

6.27K

Dec 31, 25

+1.59K

0.01%

Litman Gregory Wealth Management LLC

4.38K

Dec 31, 25

-460

0.01%

Dentgroup LLC

2.86K

Dec 31, 25

-591

0.01%

CIBC Private Wealth Group LLC

2.86K

Dec 31, 25

+140

0.01%

Prosperity Wealth Management, Inc.

2.39K

Dec 31, 25

-197

0.00%

Austin Private Wealth, LLC

1.68K

Dec 31, 25

+1.68K

0.00%

Oldfather Financial Services, LLC

1.61K

Dec 31, 25

+23

0.00%

Heritage Financial Services, LLC

711

Dec 31, 25

+711

0.00%

Ransom Advisory, Ltd

Dec 31, 25

+48

0.00%

MGB Wealth Management, LLC

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-263

COUNTRY CLUB BANK /GFN

44.58K

Sep 30, 25

-2.24K

0.08%

PINNACLE FINANCIAL PARTNERS INC

21.18K

Sep 30, 25

0.04%

Certus Wealth Management, LLC

20.35K

Sep 30, 25

+7.03K

0.04%

Siligmueller & Norvid Wealth Advisors LLC

9.59K

Sep 30, 25

+9.59K

0.02%

Glenmede Investment Management, LP

8.36K

Sep 30, 25

-889

0.02%

Hemington Wealth Management

7.88K

Sep 30, 25

-668

0.01%

Copperleaf Capital, LLC

7.15K

Sep 30, 25

+2.36K

0.01%

Financial Advocates Investment Management

6.11K

Sep 30, 25

+414

0.01%

FULLCIRCLE WEALTH LLC

6.01K

Sep 30, 25

+2.24K

0.01%

Apexium Financial, LP

3.82K

Sep 30, 25

0.01%

SYNOVUS FINANCIAL CORP

3.38K

Sep 30, 25

-194

0.01%

PBMares Wealth Management LLC

3.31K

Sep 30, 25

0.01%

Laird Norton Wetherby Wealth Management, LLC

3.20K

Sep 30, 25

-250

0.01%

Accredited Wealth Management, LLC

2.19K

Sep 30, 25

+1.30K

0.00%

Watts Gwilliam & Co., LLC

1.20K

Sep 30, 25

0.00%

SPC Financial, Inc.

1.02K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

678

Sep 30, 25

-47

0.00%

Lowe Wealth Advisors, LLC

524

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-1.34K

AVANTAX ADVISORY SERVICES, INC.

75.92K

Jun 30, 25

+13.42K

0.14%

Atria Wealth Solutions, Inc.

38.37K

Jun 30, 25

-21.50K

0.07%

First Horizon Advisors, Inc.

18.80K

Jun 30, 25

+6.36K

0.03%

TFG Advisers LLC

11.61K

Jun 30, 25

+14

0.02%

My Legacy Advisors, LLC

9.10K

Jun 30, 25

+168

0.02%

Good Life Advisors, LLC

8.76K

Jun 30, 25

+8.76K

0.02%

Breed's Hill Capital LLC

2.60K

Jun 30, 25

0.00%

SCHNIEDERS CAPITAL MANAGEMENT LLC

2.60K

Jun 30, 25

0.00%

Congress Wealth Management LLC / DE /

1.57K

Jun 30, 25

+655

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

503

Jun 30, 25

+503

0.00%

PrairieView Partners, LLC

281

Jun 30, 25

-19

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-1.05K

0.00%

Aveo Capital Partners, LLC

116.43K

Mar 31, 25

+32.94K

0.22%

Orion Portfolio Solutions, LLC

26.33K

Mar 31, 25

+17.22K

0.05%

Spectrum Wealth Counsel, LLC

14.31K

Mar 31, 25

+217

0.03%

NAPATREE CAPITAL LLC

870

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

803

Mar 31, 25

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Cyrus J. Lawrence, LLC

Mar 31, 25

-300

Merriman Wealth Management, LLC

749.31K

Dec 31, 24

-12.29K

1.39%

Geller Advisors LLC

40.39K

Dec 31, 24

+1.92K

0.08%

Maxwell Wealth Strategies Inc.

3.94K

Dec 31, 24

0.01%

Riggs Capital Management LLC

3.20K

Dec 31, 24

+3.20K

0.01%

Cassady Schiller Wealth Management, LLC

949

Dec 31, 24

0.00%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

924

Dec 31, 24

-64.05K

0.00%

HTLF Bank

807

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

265

Dec 31, 24

0.00%

WR Wealth Planners, LLC

136

Dec 31, 24

-555

0.00%

WINTRUST INVESTMENTS LLC

108

Dec 31, 24

-81

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-47

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-6.66K

Raymond James Financial Services Advisors, Inc.

236.18K

Sep 30, 24

-2.81K

0.44%

RAYMOND JAMES & ASSOCIATES

70.40K

Sep 30, 24

-1.66K

0.13%

Waypoint Capital Advisors, LLC

37.92K

Sep 30, 24

-117

0.07%

Axiom Advisory, LLC

26.30K

Sep 30, 24

+463

0.05%

Alera Investment Advisors, LLC

12.37K

Sep 30, 24

+1.25K

0.02%

9258 Wealth Management, LLC

11.08K

Sep 30, 24

-1.75K

0.02%

CONCENTRIC WEALTH MANAGEMENT, LLC

3.60K

Sep 30, 24

0.01%

First Trust Investment Solutions L.P.

2.56K

Sep 30, 24

+2.56K

0.00%

Platte River Wealth Advisors, LLC

1.52K

Sep 30, 24

0.00%

TNF LLC

1.23K

Sep 30, 24

-16

0.00%

RAYMOND JAMES TRUST N.A.

1.18K

Sep 30, 24

+319

0.00%

LWMG, LLC

800

Sep 30, 24

-8

0.00%

Family Asset Management, LLC

Sep 30, 24

+52

0.00%

Halpern Financial, Inc.

Sep 30, 24

+39

0.00%

Aspire Wealth Management Corp

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-1.02K

Abbrea Capital, LLC

124.28K

Jun 30, 24

-491

0.23%

BlackRock Inc.

18.44K

Jun 30, 24

-2.01K

0.03%

BUCKINGHAM STRATEGIC WEALTH, LLC

10.87K

Jun 30, 24

-180

0.02%

Private Ocean, LLC

3.63K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.66K

Jun 30, 24

-99

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-21

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-381.08K

Cetera Advisors LLC

25.85K

Mar 31, 24

-23.62K

0.05%

Cetera Advisor Networks LLC

21.17K

Mar 31, 24

-45.50K

0.04%

Ratio Wealth Group

20.68K

Mar 31, 24

-14

0.04%

Derbend Asset Management

10.65K

Mar 31, 24

-4.97K

0.02%

InterOcean Capital Group, LLC

4.49K

Mar 31, 24

-89

0.01%

Cutler Group LLC / CA

4.20K

Mar 31, 24

+3.70K

0.01%

SUMMIT FINANCIAL GROUP, INC.

3.09K

Mar 31, 24

0.01%

Connectus Wealth, LLC

2.50K

Mar 31, 24

0.00%

CREDIT SUISSE AG/

2.48K

Mar 31, 24

+2.48K

0.00%

CAMBRIDGE TRUST CO

279

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

88.72K

Dec 31, 23

+88.72K

0.17%

FOCUS FINANCIAL NETWORK INC /ADV

10.29K

Dec 31, 23

+10.29K

0.02%

Day & Ennis, LLC

8.70K

Dec 31, 23

+8.70K

0.02%

DFPG INVESTMENTS, LLC

8.54K

Dec 31, 23

+4.45K

0.02%

Baystate Wealth Management LLC

8.51K

Dec 31, 23

+6.83K

0.02%

StrategIQ Financial Group, LLC

8.37K

Dec 31, 23

0.02%

LWS Wealth Advisors, Inc.

3.64K

Dec 31, 23

-61

0.01%

Cannell & Co.

1.32K

Dec 31, 23

0.00%

Simplicity Solutions, LLC

1.17K

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

231.76K

Sep 30, 23

+9.96K

0.43%

PATHSTONE FAMILY OFFICE, LLC

101.89K

Sep 30, 23

+67.02K

0.19%

Daniels&Tansey,LLP

19.98K

Sep 30, 23

+18.87K

0.04%

Truadvice, LLC

2.47K

Sep 30, 23

+2.47K

0.00%

Icon Wealth Partners, LLC

784

Sep 30, 23

+784

0.00%

Column Capital Advisors, LLC

445

Sep 30, 23

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

433

Sep 30, 23

0.00%

Veritable, L.P.

67.26K

Jun 30, 23

-229

0.13%

TIAA, FSB

8.77K

Jun 30, 23

-12

0.02%

Lumature Wealth Partners, LLC

3.51K

Jun 30, 23

0.01%

Silicon Hills Wealth Management, LLC

1.40K

Jun 30, 23

0.00%

Intercontinental Wealth Advisors, LLC

1.25K

Jun 30, 23

0.00%

TimeScale Financial, Inc.

1.05K

Jun 30, 23

-24

0.00%

BDO Wealth Advisors, LLC

481

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

LeJeune Puetz Investment Counsel LLC

8.99K

Mar 31, 23

+10

0.02%

Clear Perspectives Financial Planning, LLC

5.71K

Mar 31, 23

-143

0.01%

Stillwater Investment Management, LLC

2.42K

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

Mar 31, 23

+57

0.00%

TPB WEALTH ADVISORS

Mar 31, 23

-1.27K

Laurel Wealth Advisors, Inc.

3.51K

Dec 31, 22

-362

0.01%

GOFEN & GLOSSBERG LLC /IL/

2.35K

Dec 31, 22

-50

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

1.80K

Dec 31, 22

+1.80K

0.00%

Burleson & Company, LLC

300

Dec 31, 22

0.00%

55I, LLC

403.36K

Sep 30, 22

-32.82K

0.75%

DOWLING & YAHNKE LLC

9.80K

Sep 30, 22

0.02%

Karp Capital Management Corp

7.47K

Sep 30, 22

+1.60K

0.01%

KARLINSKI ANDREW C

5.12K

Sep 30, 22

0.01%

Portfolio Solutions, LLC

4.51K

Sep 30, 22

0.01%

American Portfolios Advisors

121

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

32.01K

Jun 30, 22

+32.01K

0.06%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

8.07K

Jun 30, 22

+8.07K

0.02%

EXANE DERIVATIVES

3.24K

Jun 30, 22

+817

0.01%

ADVISOR PARTNERS LLC

1.69K

Jun 30, 22

-416

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

1.28K

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

700

Jun 30, 22

-759

0.00%

Meristem Family Wealth, LLC

580.87K

Mar 31, 22

-95.69K

1.08%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.58K

Mar 31, 22

-170

0.01%

RITTER DANIHER FINANCIAL ADVISORY LLC

739

Mar 31, 22

+739

0.00%

KINGS POINT CAPITAL MANAGEMENT

589

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

0.00%

FundX Investment Group, LLC

168.49K

Dec 31, 21

+168.49K

0.31%

Country Club Trust Company, n.a.

70.52K

Dec 31, 21

-4.70K

0.13%

NEXT Financial Group, Inc

5.84K

Dec 31, 21

-232

0.01%

Crescent Capital Consulting, LLC

1.41K

Dec 31, 21

0.00%

Clear Perspective Advisors, LLC

1.00K

Dec 31, 21

+1.00K

0.00%

Carroll Financial Associates, Inc.

780

Dec 31, 21

+780

0.00%

Covenant Multifamily Offices, LLC

68.88K

Sep 30, 21

0.13%

Homrich & Berg

26.73K

Sep 30, 21

0.05%

Alexandria Capital, LLC

4.06K

Sep 30, 21

-240

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

2.43K

Sep 30, 21

0.00%

LEVEL FOUR FINANCIAL, LLC

2.00K

Sep 30, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

1.96K

Sep 30, 21

+436

0.00%

BBVA USA

105

Sep 30, 21

-14

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.55K

Jun 30, 21

-25

0.00%

BEL AIR INVESTMENT ADVISORS LLC

1.15K

Jun 30, 21

+1.15K

0.00%

Integer Wealth Advisors Group LLC

16.21K

Mar 31, 21

-3.69K

0.03%

Sullivan, Bruyette, Speros & Blaney, LLC

7.53K

Mar 31, 21

0.01%

TCF National Bank

3.28K

Mar 31, 21

-5.05K

0.01%

Stewardship Financial Advisors, LLC

600

Mar 31, 21

0.00%

BAINCO INTERNATIONAL INVESTORS

62.32K

Dec 31, 20

+30

0.12%

DARRELL & KING LLC

1.58K

Dec 31, 20

-375

0.00%

Price Wealth, LLC

34.03K

Sep 30, 20

+80

0.06%

FCG ADVISORS, LLC

16.67K

Sep 30, 20

+1.99K

0.03%

First Allied Advisory Services, Inc.

5.14K

Sep 30, 20

-172

0.01%

SHINE INVESTMENT ADVISORY SERVICES INC

3.11K

Sep 30, 20

-427

0.01%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

2.96K

Sep 30, 20

0.01%

LifePlan Financial Group, Inc

687

Sep 30, 20

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

11.12K

Jun 30, 20

0.02%

InterOcean Capital, LLC

8.13K

Jun 30, 20

-4.58K

0.02%

Private Vista, LLC

1.42K

Jun 30, 20

+1.42K

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

-15

0.00%

Fiduciary Trust Co International of Pennsylvania

15.62K

Mar 31, 20

-880.41K

0.03%

BOYS ARNOLD & CO INC

13.65K

Mar 31, 20

+65

0.03%

Squar Milner Financial Services LLC

4.53K

Mar 31, 20

+4.53K

0.01%

Advisor Group, Inc.

118.03K

Dec 31, 19

+21.13K

0.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

103.22K

Dec 31, 19

+52.21K

0.19%

Beacon Pointe Wealth Advisors, LLC

5.51K

Dec 31, 19

+111

0.01%

SUNTRUST BANKS INC

9.62K

Sep 30, 19

-28.57K

0.02%

Wealth & Pension Services Group, Inc.

1.64K

Sep 30, 19

0.00%

CHEMICAL BANK

5.18K

Jun 30, 19

-400

0.01%

Steinberg Global Asset Management

76.67K

Mar 31, 19

-6.35K

0.14%

AVIANCE CAPITAL MANAGEMENT, LLC

7.16K

Mar 31, 19

+958

0.01%

BKS ADVISORS, LLC

5.26K

Mar 31, 19

0.01%

WealthTrust Fairport, LLC

147

Mar 31, 19

0.00%

Patriot Wealth Management, Inc.

258.96K

Dec 31, 18

-3.81K

0.48%

Benchmark Capital Advisors

2.17K

Dec 31, 18

-900

0.00%

Watermark Asset Management, Inc.

313

Dec 31, 18

0.00%

Vantage Investment Advisors, LLC

11.25K

Sep 30, 18

0.02%

XML SECURITIES, LLC

8.34K

Mar 31, 18

+709

0.02%

SII INVESTMENTS INC/WI

5.22K

Dec 31, 17

+2.40K

0.01%

IFC Holdings Incorporated/FL

4.18K

Dec 31, 17

+4.18K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-1.90K

BARING ASSET MANAGEMENT Ltd

772.38K

Sep 30, 17

+1.60K

1.44%

DAVIDSON & GARRARD INC

2.86K

Sep 30, 17

0.01%

Commonwealth Equity Services, Inc

50.35K

Jun 30, 17

+2.10K

0.09%

Virtu KCG Holdings LLC

3.32K

Jun 30, 17

-4.50K

0.01%

WFG Advisors, LP

417

Jun 30, 17

+254

0.00%

Integrated Wealth Management

3.06K

Mar 31, 17

-193

0.01%

MSI Financial Services Inc

12.03K

Dec 31, 16

+1.67K

0.02%

Argentus Capital Management, LLC

Dec 31, 16

-1.17K

Orbitronix, LP

Dec 31, 16

-4.50K

BLACKROCK ADVISORS LLC

Dec 31, 16

-8.29K

ADVISOR CONSULTANT NETWORK INC

12.43K

Sep 30, 16

+12.43K

0.02%

Tactical Allocation Group LLC

51.50K

Jun 30, 16

+19.69K

0.10%

SOCIETE GENERALE

42.72K

Jun 30, 16

+42.72K

0.08%

Investors Capital Advisory Services

5.04K

Jun 30, 16

0.01%

Stonehage Fleming (UK) Ltd

5.80K

Dec 31, 15

+5.80K

0.01%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-1.39K

Aris Wealth Services, Inc.

10.53K

Sep 30, 15

+1.25K

0.02%

Constellation Wealth Advisors, LLC

5.13K

Sep 30, 15

+1.17K

0.01%

MID CONTINENT CAPITAL LLC/IL

2.80K

Sep 30, 15

-475

0.01%

MANAGED ACCOUNT ADVISORS LLC

68.09K

Jun 30, 15

+30.79K

0.13%

Relative Value Partners, LLC

812.25K

Mar 31, 15

-12.15K

1.51%

First Allied Asset Management, Inc.

136.49K

Mar 31, 15

-67.05K

0.25%

BAIRD ROBERT W & CO INC /WI/

42.89K

Mar 31, 15

-159.25K

0.08%

BOSTON PRIVATE BANK & TRUST CO

3.31K

Mar 31, 15

0.01%

Bank of Kentucky, Inc.

1.38K

Mar 31, 15

-395

0.00%

STANCORP INVESTMENT ADVISERS INC

1.31K

Mar 31, 15

0.00%

Placemark Investments, Inc.

13.93K

Dec 31, 14

+946

0.03%

NEW ENGLAND SECURITIES CORP /MA/

1.65K

Dec 31, 14

-3.41K

0.00%

UBS AG

710.47K

Sep 30, 14

+267.51K

1.32%

Baring International Investment Ltd

187.09K

Jun 30, 14

+11.06K

0.35%

LEVITT CAPITAL MANAGEMENT LLC

17.95K

Jun 30, 14

+17.95K

0.03%

KMS FINANCIAL SERVICES, INC

3.66K

Jun 30, 14

-6.90K

0.01%

Signator Financial Services, Inc.

199

Sep 30, 13

-1

0.00%

First Allied Securities, Inc.

740

Jun 30, 12

-928

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

1.65K

Dec 31, 10

0.00%

FREESTONE CAPITAL MANAGEMENT LLC

74.55K

Dec 31, 09

+74.55K

0.14%

RBC Dominion Securities Inc.

55.23K

Dec 31, 08

+24.17K

0.10%

PEOPLES BANCORP INC

46.41K

Sep 30, 07

+31.70K

0.09%

Institutional Ownership

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