Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 13.98M | Jun 30, 26 | +1.08M | 3.03% |
| LPL Financial LLC | 5.55M | Jun 30, 26 | +256.22K | 1.20% |
| BANK OF AMERICA CORP /DE/ | 3.01M | Jun 30, 26 | -27.38K | 0.65% |
| Cetera Investment Advisers | 2.18M | Jun 30, 26 | +470.92K | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 1.83M | Jun 30, 26 | +250.21K | 0.40% |
| UBS Group AG | 1.75M | Jun 30, 26 | +104.39K | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 1.59M | Jun 30, 26 | +130.22K | 0.34% |
| WELLS FARGO & COMPANY/MN | 1.53M | Jun 30, 26 | -58.38K | 0.33% |
| COHEN & STEERS, INC. | 1.51M | Jun 30, 26 | +87.19K | 0.33% |
| J.W. COLE ADVISORS, INC. | 1.51M | Jun 30, 26 | +1.50M | 0.33% |
| ROYAL BANK OF CANADA | 1.46M | Jun 30, 26 | -81.74K | 0.32% |
| PFG Investments, LLC | 1.44M | Jun 30, 26 | -87.16K | 0.31% |
| TD Waterhouse Canada Inc. | 1.39M | Jun 30, 26 | +82.21K | 0.30% |
| Estate Planners Group, LLC | 1.36M | Jun 30, 26 | +54.91K | 0.30% |
| Cambridge Investment Research Advisors, Inc. | 1.33M | Jun 30, 26 | +155.88K | 0.29% |
| Cerity Partners LLC | 985.25K | Jun 30, 26 | +195.18K | 0.21% |
| Cyndeo Wealth Partners, LLC | 927.45K | Jun 30, 26 | +307.63K | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 839.52K | Jun 30, 26 | +390.17K | 0.18% |
| Mission Hills Financial Advisory, LLC | 751.24K | Jun 30, 26 | +27.04K | 0.16% |
| INDEPENDENT FINANCIAL GROUP, LLC | 717.42K | Jun 30, 26 | -14.13K | 0.16% |
| Private Advisor Group, LLC | 713.37K | Jun 30, 26 | -162.75K | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 651.05K | Jun 30, 26 | +252.23K | 0.14% |
| GUGGENHEIM CAPITAL LLC | 608.15K | Jun 30, 26 | -85.47K | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 604.75K | Jun 30, 26 | +8.46K | 0.13% |
| Bensler, LLC | 566.94K | Jun 30, 26 | +41.07K | 0.12% |
| Noble Wealth Management PBC | 537.56K | Jun 30, 26 | -40.30K | 0.12% |
| Cornerstone Advisory, LLC | 501.26K | Jun 30, 26 | -67.41K | 0.11% |
| Janney Montgomery Scott LLC | 477.38K | Jun 30, 26 | -6.54K | 0.10% |
| Summit Financial, LLC | 465.42K | Jun 30, 26 | +6.61K | 0.10% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 462.19K | Jun 30, 26 | +11.51K | 0.10% |
| VERUS CAPITAL PARTNERS, LLC | 459.84K | Jun 30, 26 | +79.37K | 0.10% |
| Brinker Capital Investments, LLC | 446.18K | Jun 30, 26 | +130.08K | 0.10% |
| Wealthcare Advisory Partners LLC | 436.79K | Jun 30, 26 | -1.10K | 0.09% |
| NewEdge Advisors, LLC | 431.15K | Jun 30, 26 | +45.98K | 0.09% |
| Thomas J. Herzfeld Advisors, Inc. | 388.73K | Jun 30, 26 | +233.87K | 0.08% |
| Kestra Advisory Services, LLC | 381.77K | Jun 30, 26 | +19.54K | 0.08% |
| Wagner Wealth Management, LLC | 374.83K | Jun 30, 26 | +4.49K | 0.08% |
| ALLIUM FINANCIAL ADVISORS, LLC | 371.49K | Jun 30, 26 | +41.60K | 0.08% |
| HighTower Advisors, LLC | 367.40K | Jun 30, 26 | +92.86K | 0.08% |
| LifeWealth Investments, LLC | 362.65K | Jun 30, 26 | -6.59K | 0.08% |
| AE Wealth Management LLC | 345.00K | Jun 30, 26 | +6.64K | 0.07% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 320.52K | Jun 30, 26 | +320.52K | 0.07% |
| RFG Advisory, LLC | 308.98K | Jun 30, 26 | +117.21K | 0.07% |
| Sentinel Advisory Group, LLC | 306.40K | Jun 30, 26 | -35.87K | 0.07% |
| PRINCIPAL SECURITIES, INC. | 303.86K | Jun 30, 26 | +25.42K | 0.07% |
| Logan Stone Capital, LLC | 284.73K | Jun 30, 26 | +274.70K | 0.06% |
| ALLIANCEBERNSTEIN L.P. | 282.58K | Jun 30, 26 | -120.88K | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 279.56K | Jun 30, 26 | +30.35K | 0.06% |
| ICON ADVISERS INC/CO | 268.89K | Jun 30, 26 | +268.89K | 0.06% |
| SRS Capital Advisors, Inc. | 266.89K | Jun 30, 26 | +262.42K | 0.06% |
| Wealth Care LLC | 249.62K | Jun 30, 26 | +23.75K | 0.05% |
| Capital Investment Advisory Services, LLC | 246.80K | Jun 30, 26 | -2.02K | 0.05% |
| BANK OF MONTREAL /CAN/ | 243.16K | Jun 30, 26 | +18.60K | 0.05% |
| Destiny Wealth Partners, LLC | 227.59K | Jun 30, 26 | -143.03K | 0.05% |
| Beta Wealth Group, Inc. | 224.19K | Jun 30, 26 | -3.27K | 0.05% |
| XTX Topco Ltd | 223.10K | Jun 30, 26 | -65.01K | 0.05% |
| CONDOR CAPITAL MANAGEMENT | 211.90K | Jun 30, 26 | +211.90K | 0.05% |
| QUARRY HILL ADVISORS, LLC | 198.53K | Jun 30, 26 | +5.28K | 0.04% |
| Equitable Holdings, Inc. | 191.19K | Jun 30, 26 | +8.72K | 0.04% |
| Morse Asset Management, Inc | 190.53K | Jun 30, 26 | -10.38K | 0.04% |
| R.P. Boggs & Co. | 182.88K | Jun 30, 26 | -2.41K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 174.29K | Jun 30, 26 | +96.40K | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 169.59K | Jun 30, 26 | +2.50K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 169.29K | Jun 30, 26 | +183 | 0.04% |
| Smith Asset Management Co., LLC | 160.83K | Jun 30, 26 | -1.67K | 0.03% |
| Flagship Private Wealth, LLC | 158.53K | Jun 30, 26 | +6.62K | 0.03% |
| RETIREMENT PLANNING GROUP, LLC / NY | 158.12K | Jun 30, 26 | -19.70K | 0.03% |
| Savant Capital, LLC | 156.72K | Jun 30, 26 | +103.91K | 0.03% |
| Pensionmark Financial Group, LLC | 155.51K | Jun 30, 26 | -722 | 0.03% |
| STIFEL FINANCIAL CORP | 147.98K | Jun 30, 26 | +5.08K | 0.03% |
| Farther Finance Advisors, LLC | 141.33K | Jun 30, 26 | -221.29K | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 139.79K | Jun 30, 26 | -1.14K | 0.03% |
| Rockefeller Capital Management L.P. | 137.60K | Jun 30, 26 | +42.04K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134.57K | Jun 30, 26 | -40.25K | 0.03% |
| Tennessee Valley Asset Management Partners | 134.00K | Jun 30, 26 | -11.09K | 0.03% |
| Focus Financial Network, Inc. | 133.61K | Jun 30, 26 | +30.75K | 0.03% |
| Elm3 Financial Group, LLC | 128.87K | Jun 30, 26 | +37 | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 126.43K | Jun 30, 26 | -635 | 0.03% |
| Kovack Advisors, Inc. | 125.12K | Jun 30, 26 | +2.81K | 0.03% |
| IFG Advisory, LLC | 125.06K | Jun 30, 26 | +121.38K | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 123.64K | Jun 30, 26 | +86.61K | 0.03% |
| Meadowbrook Wealth Management, LLC | 110.57K | Jun 30, 26 | +110.57K | 0.02% |
| AlphaStar Capital Management, LLC | 109.66K | Jun 30, 26 | -7.72K | 0.02% |
| MEANS INVESTMENT CO., INC. | 107.98K | Jun 30, 26 | -11.26K | 0.02% |
| Wealthstar Advisors, LLC | 107.03K | Jun 30, 26 | -1.97K | 0.02% |
| Mariner, LLC | 101.28K | Jun 30, 26 | +9.02K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 99.20K | Jun 30, 26 | +26.01K | 0.02% |
| MRA Advisory Group | 98.08K | Jun 30, 26 | +3.26K | 0.02% |
| MorganRosel Wealth Management, LLC | 96.94K | Jun 30, 26 | -6.22K | 0.02% |
| MAI Capital Management | 95.74K | Jun 30, 26 | +14.54K | 0.02% |
| Tradition Wealth Management, LLC | 95.45K | Jun 30, 26 | +32.86K | 0.02% |
| MML INVESTORS SERVICES, LLC | 92.25K | Jun 30, 26 | +9.99K | 0.02% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 92.12K | Jun 30, 26 | -3.49K | 0.02% |
| Sanctuary Advisors, LLC | 87.07K | Jun 30, 26 | +3.27K | 0.02% |
| Cresset Asset Management, LLC | 85.41K | Jun 30, 26 | +17.37K | 0.02% |
| Marks Group Wealth Management, Inc | 85.17K | Jun 30, 26 | -- | 0.02% |
| Anchor Capital Management Group Inc | 84.30K | Jun 30, 26 | -40.00K | 0.02% |
| Western Wealth Management, LLC | 81.94K | Jun 30, 26 | +3.60K | 0.02% |
| TCG Advisory Services, LLC | 80.45K | Jun 30, 26 | -27.18K | 0.02% |
| Lido Advisors, LLC | 76.25K | Jun 30, 26 | +27.23K | 0.02% |
| Parisi Gray Wealth Management | 76.01K | Jun 30, 26 | +1.03K | 0.02% |
| WEDBUSH SECURITIES INC | 75.43K | Jun 30, 26 | +2.25K | 0.02% |
| Williams Jones Wealth Management, LLC. | 74.53K | Jun 30, 26 | -12.85K | 0.02% |
| Ausdal Financial Partners, Inc. | 74.00K | Jun 30, 26 | +31.04K | 0.02% |
| Baird Financial Group, Inc. | 72.85K | Jun 30, 26 | +2.21K | 0.02% |
| White Knight Strategic Wealth Advisors, LLC | 72.82K | Jun 30, 26 | +15.86K | 0.02% |
| CIBC WORLD MARKET INC. | 72.28K | Jun 30, 26 | -2.00K | 0.02% |
| AtlasMark Financial, Inc | 72.14K | Jun 30, 26 | +56.25K | 0.02% |
| Americana Partners, LLC | 71.97K | Jun 30, 26 | -- | 0.02% |
| SEAVIEW INVESTMENT MANAGERS LLC | 69.74K | Jun 30, 26 | +22.70K | 0.02% |
| HF Advisory Group, LLC | 69.33K | Jun 30, 26 | +7.91K | 0.02% |
| PRIVATE TRUST CO NA | 68.54K | Jun 30, 26 | -1.78K | 0.01% |
| SCOTIA CAPITAL INC. | 68.18K | Jun 30, 26 | -1.74K | 0.01% |
| Duncan Williams Asset Management, LLC | 68.01K | Jun 30, 26 | +9.87K | 0.01% |
| Navis Wealth Advisors, LLC | 66.99K | Jun 30, 26 | -45.20K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 66.22K | Jun 30, 26 | -11.89K | 0.01% |
| TRUIST FINANCIAL CORP | 66.07K | Jun 30, 26 | +17.49K | 0.01% |
| IHT Wealth Management, LLC | 65.88K | Jun 30, 26 | +3.92K | 0.01% |
| FIFTH THIRD BANCORP | 64.91K | Jun 30, 26 | +4.68K | 0.01% |
| Significant Wealth Partners LLC | 61.59K | Jun 30, 26 | +1.13K | 0.01% |
| Stratos Wealth Partners, LTD. | 60.89K | Jun 30, 26 | -9.75K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 60.32K | Jun 30, 26 | -26.74K | 0.01% |
| Benchmark Financial, LLC | 59.54K | Jun 30, 26 | -- | 0.01% |
| BROWN ADVISORY INC | 57.56K | Jun 30, 26 | -- | 0.01% |
| OPPENHEIMER & CO INC | 57.44K | Jun 30, 26 | -14.79K | 0.01% |
| Rayburn West Financial Services LLC | 56.92K | Jun 30, 26 | +2.10K | 0.01% |
| Merit Financial Group, LLC | 53.30K | Jun 30, 26 | -5.11K | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 53.14K | Jun 30, 26 | -- | 0.01% |
| Connecticut Wealth Management, LLC | 52.79K | Jun 30, 26 | +52.79K | 0.01% |
| Outlook Wealth Advisors, LLC | 52.72K | Jun 30, 26 | +7 | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 51.04K | Jun 30, 26 | -440 | 0.01% |
| Fiduciary Alliance LLC | 50.32K | Jun 30, 26 | +3.34K | 0.01% |
| Traynor Capital Management, Inc. | 50.09K | Jun 30, 26 | +29.68K | 0.01% |
| CoreCap Advisors, LLC | 50.01K | Jun 30, 26 | -1.33K | 0.01% |
| Prospera Financial Services Inc | 49.88K | Jun 30, 26 | -3.14K | 0.01% |
| First Heartland Consultants, Inc. | 48.96K | Jun 30, 26 | +4.81K | 0.01% |
| WORLD EQUITY GROUP, INC. | 48.88K | Jun 30, 26 | +10.64K | 0.01% |
| Verity Asset Management, Inc. | 48.74K | Jun 30, 26 | +3.09K | 0.01% |
| Pasadena Private Wealth, LLC | 48.21K | Jun 30, 26 | +48.21K | 0.01% |
| Foundations Investment Advisors, LLC | 48.19K | Jun 30, 26 | +31.04K | 0.01% |
| Creative Planning | 47.89K | Jun 30, 26 | +24.12K | 0.01% |
| Resurgent Financial Advisors LLC | 47.75K | Jun 30, 26 | +3.34K | 0.01% |
| Goldstone Financial Group, LLC | 47.17K | Jun 30, 26 | -977 | 0.01% |
| IEQ CAPITAL, LLC | 46.84K | Jun 30, 26 | -26.04K | 0.01% |
| Mach-1 Financial Group, LLC | 46.52K | Jun 30, 26 | -2.07K | 0.01% |
| Maridea Wealth Management LLC | 45.85K | Jun 30, 26 | +20.44K | 0.01% |
| Garden State Investment Advisory Services LLC | 45.84K | Jun 30, 26 | +1 | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 45.58K | Jun 30, 26 | +93 | 0.01% |
| Accredited Investors Inc. | 45.53K | Jun 30, 26 | +952 | 0.01% |
| Advisory Solutions Group, LLC | 45.46K | Jun 30, 26 | +45.46K | 0.01% |
| First Growth Capital LLC | 45.18K | Jun 30, 26 | +7.85K | 0.01% |
| Diversify Advisory Services, LLC | 44.31K | Jun 30, 26 | +44.31K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 44.31K | Jun 30, 26 | -27.74K | 0.01% |
| Sovran Advisors, LLC | 44.23K | Jun 30, 26 | -1.11K | 0.01% |
| BENJAMIN EDWARDS INC | 41.41K | Jun 30, 26 | +25.33K | 0.01% |
| Creekside Partners | 40.40K | Jun 30, 26 | +14.05K | 0.01% |
| Beacon Financial Advisory LLC | 40.30K | Jun 30, 26 | +269 | 0.01% |
| Key Client Fiduciary Advisors, LLC | 38.94K | Jun 30, 26 | -1.72K | 0.01% |
| Kaizen Financial Strategies | 38.23K | Jun 30, 26 | +1.17K | 0.01% |
| NewEdge Wealth, LLC | 38.20K | Jun 30, 26 | +625 | 0.01% |
| Brookstone Capital Management | 37.78K | Jun 30, 26 | +3.98K | 0.01% |
| IFP Advisors, Inc | 37.63K | Jun 30, 26 | +2.86K | 0.01% |
| E&G Advisors, LP | 35.39K | Jun 30, 26 | -249 | 0.01% |
| LaSalle St. Investment Advisors, LLC | 35.26K | Jun 30, 26 | -635 | 0.01% |
| SUMMITRY LLC | 35.00K | Jun 30, 26 | +23.00K | 0.01% |
| AMERIFLEX GROUP, INC. | 33.71K | Jun 30, 26 | -- | 0.01% |
| Pathstone Holdings, LLC | 33.59K | Jun 30, 26 | -- | 0.01% |
| Lewis Asset Management, LLC | 33.37K | Jun 30, 26 | -15.42K | 0.01% |
| Ramiah Investment Group | 33.32K | Jun 30, 26 | +2.30K | 0.01% |
| Capital Investment Advisors, LLC | 33.11K | Jun 30, 26 | +22.03K | 0.01% |
| Atomi Financial Group, Inc. | 33.01K | Jun 30, 26 | +103 | 0.01% |
| Samalin Investment Counsel, LLC | 32.92K | Jun 30, 26 | -10.93K | 0.01% |
| Buckingham Strategic Partners | 32.63K | Jun 30, 26 | +3.93K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 32.08K | Jun 30, 26 | +2.74K | 0.01% |
| CHOREO, LLC | 31.75K | Jun 30, 26 | +31.75K | 0.01% |
| CURA WEALTH ADVISORS, LLC | 31.56K | Jun 30, 26 | +275 | 0.01% |
| Integrated Wealth Concepts LLC | 31.47K | Jun 30, 26 | -7.16K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 31.47K | Jun 30, 26 | +6.18K | 0.01% |
| Certified Advisory Corp | 31.03K | Jun 30, 26 | +324 | 0.01% |
| Valeo Financial Advisors, LLC | 30.05K | Jun 30, 26 | +156 | 0.01% |
| Essential Investment Partners LLC | 29.83K | Jun 30, 26 | -186 | 0.01% |
| StoneX Group Inc. | 29.83K | Jun 30, 26 | -6.41K | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 29.01K | Jun 30, 26 | -583 | 0.01% |
| US BANCORP \DE\ | 28.78K | Jun 30, 26 | +14.25K | 0.01% |
| Colony Group, LLC | 28.25K | Jun 30, 26 | -6.77K | 0.01% |
| Cornerstone Wealth Management, LLC | 27.44K | Jun 30, 26 | -937 | 0.01% |
| GenWealth Group, Inc. | 27.14K | Jun 30, 26 | +7.08K | 0.01% |
| WCG Wealth Advisors LLC | 27.04K | Jun 30, 26 | +1 | 0.01% |
| Capital CS Group, LLC | 26.97K | Jun 30, 26 | +703 | 0.01% |
| PRAIRIE ADVISORY, LLC | 26.86K | Jun 30, 26 | +26.86K | 0.01% |
| Chicago Partners Investment Group LLC | 26.76K | Jun 30, 26 | -473 | 0.01% |
| ALEXANDER LABRUNERIE & CO., INC. | 26.46K | Jun 30, 26 | -103.48K | 0.01% |
| Summit Financial Wealth Advisors, LLC | 26.12K | Jun 30, 26 | -2.37K | 0.01% |
| Herold Advisors, Inc. | 25.95K | Jun 30, 26 | +4.22K | 0.01% |
| HBW Advisory Services LLC | 25.79K | Jun 30, 26 | -15 | 0.01% |
| CIBC Bancorp USA Inc. | 25.27K | Jun 30, 26 | +10.53K | 0.01% |
| Oxinas Partners Wealth Management LLC | 25.14K | Jun 30, 26 | +1.06K | 0.01% |
| Sigma Planning Corp | 25.09K | Jun 30, 26 | +47 | 0.01% |
| Gateway Wealth Partners, LLC | 24.79K | Jun 30, 26 | -17.68K | 0.01% |
| Apollon Wealth Management, LLC | 24.71K | Jun 30, 26 | +830 | 0.01% |
| FIRST FOUNDATION ADVISORS | 24.37K | Jun 30, 26 | +490 | 0.01% |
| CI Private Wealth, LLC | 24.22K | Jun 30, 26 | -7.62K | 0.01% |
| NOVEM GROUP | 24.10K | Jun 30, 26 | -1.39K | 0.01% |
| Future Financial Wealth Managment LLC | 24.00K | Jun 30, 26 | -4.05K | 0.01% |
| Concurrent Investment Advisors, LLC | 23.48K | Jun 30, 26 | +5.19K | 0.01% |
| Venture Visionary Partners LLC | 23.44K | Jun 30, 26 | +81 | 0.01% |
| Clear Creek Financial Management, LLC | 23.32K | Jun 30, 26 | +313 | 0.01% |
| Thomasville National Bank | 23.25K | Jun 30, 26 | +23.25K | 0.01% |
| Aviance Capital Partners, LLC | 22.96K | Jun 30, 26 | +93 | 0.00% |
| Attessa Capital LLC | 22.79K | Jun 30, 26 | +12.01K | 0.00% |
| TWO SIGMA SECURITIES, LLC | 22.70K | Jun 30, 26 | -2.16K | 0.00% |
| Nicholas Hoffman & Company, LLC. | 22.57K | Jun 30, 26 | -- | 0.00% |
| Koshinski Asset Management, Inc. | 22.14K | Jun 30, 26 | -409 | 0.00% |
| Mallini Complete Financial Planning LLC | 22.13K | Jun 30, 26 | +2.15K | 0.00% |
| GOLDMAN SACHS GROUP INC | 22.02K | Jun 30, 26 | -10.70K | 0.00% |
| Disciplined Investments, LLC | 21.04K | Jun 30, 26 | +413 | 0.00% |
| Allworth Financial LP | 21.02K | Jun 30, 26 | +8.08K | 0.00% |
| LAVELLE CAPITAL LP | 20.97K | Jun 30, 26 | -- | 0.00% |
| Sage Capital Advisors,llc | 20.96K | Jun 30, 26 | -1.41K | 0.00% |
| Global Retirement Partners, LLC | 20.41K | Jun 30, 26 | +20.41K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 20.10K | Jun 30, 26 | +1.97K | 0.00% |
| SFMG, LLC | 20.00K | Jun 30, 26 | -- | 0.00% |
| Savvy Advisors, Inc. | 19.82K | Jun 30, 26 | +800 | 0.00% |
| Quantinno Capital Management LP | 19.75K | Jun 30, 26 | +19.75K | 0.00% |
| Avidian Wealth Solutions, LLC | 19.19K | Jun 30, 26 | -347 | 0.00% |
| Mutual Advisors, LLC | 19.00K | Jun 30, 26 | +19.00K | 0.00% |
| VestGen Advisors, LLC | 18.83K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 18.74K | Jun 30, 26 | +2.30K | 0.00% |
| READYSTATE ASSET MANAGEMENT LP | 18.73K | Jun 30, 26 | +18.73K | 0.00% |
| MWA Asset Management | 18.63K | Jun 30, 26 | +400 | 0.00% |
| GHE, LLC | 18.55K | Jun 30, 26 | +50 | 0.00% |
| Mathes Company, Inc. | 18.47K | Jun 30, 26 | -- | 0.00% |
| STEPHENS INC /AR/ | 18.41K | Jun 30, 26 | +107 | 0.00% |
| WealthTrust Axiom LLC | 18.28K | Jun 30, 26 | -- | 0.00% |
| Arkadios Wealth Advisors | 18.25K | Jun 30, 26 | -362.11K | 0.00% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 18.13K | Jun 30, 26 | -410 | 0.00% |
| Lifestyle Asset Management, Inc. | 17.89K | Jun 30, 26 | +7.89K | 0.00% |
| Waverly Advisors, LLC | 17.51K | Jun 30, 26 | +17.51K | 0.00% |
| United Advisor Group, LLC | 17.40K | Jun 30, 26 | +181 | 0.00% |
| TPG Advisors LLC | 17.36K | Jun 30, 26 | +114 | 0.00% |
| AdvisorNet Financial, Inc | 17.13K | Jun 30, 26 | -2.87K | 0.00% |
| Integrity Advisory Solutions, LLC | 16.54K | Jun 30, 26 | +16.54K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 16.30K | Jun 30, 26 | -353 | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 16.21K | Jun 30, 26 | -2.73K | 0.00% |
| MELFA WEALTH MANAGEMENT, LLC | 15.92K | Jun 30, 26 | -- | 0.00% |
| Merkkuri Wealth Advisors LLC | 15.84K | Jun 30, 26 | -- | 0.00% |
| CERTIOR FINANCIAL GROUP, LLC | 15.76K | Jun 30, 26 | -1.44K | 0.00% |
| Beacon Pointe Advisors, LLC | 15.68K | Jun 30, 26 | +2.89K | 0.00% |
| Abel Hall, LLC | 15.00K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 14.78K | Jun 30, 26 | -2.62K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 14.57K | Jun 30, 26 | -300 | 0.00% |
| Strategic Financial Concepts, LLC | 14.55K | Jun 30, 26 | -1.40K | 0.00% |
| CWC Advisors, LLC. | 14.52K | Jun 30, 26 | -- | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 14.52K | Jun 30, 26 | +231 | 0.00% |
| Regal Investment Advisors LLC | 14.46K | Jun 30, 26 | +1.12K | 0.00% |
| Triumph Capital Management | 14.39K | Jun 30, 26 | +907 | 0.00% |
| Syverson Strege & Co | 14.36K | Jun 30, 26 | +482 | 0.00% |
| D.A. DAVIDSON & CO. | 14.36K | Jun 30, 26 | -2.08K | 0.00% |
| Investmark Advisory Group LLC | 14.16K | Jun 30, 26 | +106 | 0.00% |
| BOOTHBAY FUND MANAGEMENT, LLC | 14.15K | Jun 30, 26 | +14.15K | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14.03K | Jun 30, 26 | +14.03K | 0.00% |
| EP Wealth Advisors, LLC | 14.00K | Jun 30, 26 | +2.16K | 0.00% |
| BCS Wealth Management | 13.90K | Jun 30, 26 | -- | 0.00% |
| Vestmark Advisory Solutions, Inc. | 13.82K | Jun 30, 26 | +1.55K | 0.00% |
| Mount Yale Investment Advisors, LLC | 13.82K | Jun 30, 26 | +1.54K | 0.00% |
| Beverly Hills Private Wealth, LLC | 13.82K | Jun 30, 26 | -2.23K | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 13.76K | Jun 30, 26 | -18.80K | 0.00% |
| Silverleafe Capital Partners, LLC | 13.64K | Jun 30, 26 | +1.32K | 0.00% |
| Gradient Investments LLC | 13.36K | Jun 30, 26 | +13.36K | 0.00% |
| Almanack Investment Partners, LLC. | 13.36K | Jun 30, 26 | -- | 0.00% |
| WESBANCO BANK INC | 13.33K | Jun 30, 26 | +3.30K | 0.00% |
| TopTier Wealth Management, LLC | 13.02K | Jun 30, 26 | -4.00K | 0.00% |
| Advisors Asset Management, Inc. | 12.79K | Jun 30, 26 | +12.44K | 0.00% |
| GWN SECURITIES INC. | 12.63K | Jun 30, 26 | -- | 0.00% |
| M&T BANK CORP | 12.46K | Jun 30, 26 | +12.46K | 0.00% |
| Steward Partners Investment Advisory, LLC | 12.42K | Jun 30, 26 | -19.12K | 0.00% |
| Kagan Cocozza Asset Management | 12.38K | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 12.33K | Jun 30, 26 | +4.78K | 0.00% |
| Keystone Wealth Services, LLC | 12.31K | Jun 30, 26 | -9.48K | 0.00% |
| Yukon Wealth Management, Inc. | 12.28K | Jun 30, 26 | +12.28K | 0.00% |
| Snowden Capital Advisors LLC | 12.11K | Jun 30, 26 | +623 | 0.00% |
| Ameritas Advisory Services, LLC | 11.84K | Jun 30, 26 | +1.79K | 0.00% |
| Concord Wealth Partners | 11.83K | Jun 30, 26 | +466 | 0.00% |
| WELLINGTON-ALTUS USA INC. | 11.80K | Jun 30, 26 | -- | 0.00% |
| Main Street Financial Solutions, LLC | 11.75K | Jun 30, 26 | +11.75K | 0.00% |
| Mezzasalma Advisors, LLC | 11.74K | Jun 30, 26 | +284 | 0.00% |
| FIRETHORN WEALTH PARTNERS, LLC | 11.72K | Jun 30, 26 | +439 | 0.00% |
| Fortis Group Advisors, LLC | 11.45K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 10.97K | Jun 30, 26 | +593 | 0.00% |
| Synergy Asset Management, LLC | 10.92K | Jun 30, 26 | +10.92K | 0.00% |
| NBC SECURITIES, INC. | 10.90K | Jun 30, 26 | -899 | 0.00% |
| Flatrock Wealth Partners LLC | 10.76K | Jun 30, 26 | -5.42K | 0.00% |
| Financial Alternatives, Inc | 10.44K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 10.44K | Jun 30, 26 | -- | 0.00% |
| SeaCrest Wealth Management, LLC | 10.40K | Jun 30, 26 | -- | 0.00% |
| Strategic Blueprint, LLC | 10.32K | Jun 30, 26 | +10.32K | 0.00% |
| Oxbow Advisors, LLC | 10.07K | Jun 30, 26 | -- | 0.00% |
| NOMURA HOLDINGS INC | 10.00K | Jun 30, 26 | -9.52K | 0.00% |
| Parallel Advisors, LLC | 7.88K | Jun 30, 26 | +7.78K | 0.00% |
| CENTAURUS FINANCIAL, INC. | 7.59K | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 7.50K | Jun 30, 26 | +7.50K | 0.00% |
| BESSEMER GROUP INC | 7.37K | Jun 30, 26 | +7.37K | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 7.01K | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6.78K | Jun 30, 26 | -1.39K | 0.00% |
| WEBSTER BANK, N. A. | 6.46K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 6.29K | Jun 30, 26 | +6.29K | 0.00% |
| Medallion Wealth Advisors, LLC | 5.86K | Jun 30, 26 | +220 | 0.00% |
| Advocate Investing Services LLC | 5.80K | Jun 30, 26 | +5.80K | 0.00% |
| FNY Investment Advisers, LLC | 5.60K | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 5.51K | Jun 30, 26 | +1.81K | 0.00% |
| ASSETMARK, INC | 5.27K | Jun 30, 26 | +4.54K | 0.00% |
| Vision Retirement, LLC | 5.09K | Jun 30, 26 | -859 | 0.00% |
| EverSource Wealth Advisors, LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 4.63K | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 3.62K | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 3.45K | Jun 30, 26 | +93 | 0.00% |
| Bogart Wealth, LLC | 3.35K | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 3.23K | Jun 30, 26 | +123 | 0.00% |
| Nova Wealth Management, Inc. | 3.13K | Jun 30, 26 | +123 | 0.00% |
| EASTERN BANK | 3.00K | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 2.98K | Jun 30, 26 | -1.55K | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.73K | Jun 30, 26 | +2.73K | 0.00% |
| HUNTINGTON NATIONAL BANK | 2.73K | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 2.20K | Jun 30, 26 | -- | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 2.16K | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 2.09K | Jun 30, 26 | +82 | 0.00% |
| Smartleaf Asset Management LLC | 2.04K | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Heritage Wealth Advisors | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 1.85K | Jun 30, 26 | +1.85K | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 1.84K | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 1.77K | Jun 30, 26 | +1.77K | 0.00% |
| SHP Wealth Management | 1.76K | Jun 30, 26 | +1.12K | 0.00% |
| HHM Wealth Advisors, LLC | 1.70K | Jun 30, 26 | -420 | 0.00% |
| Caldwell Trust Co | 1.63K | Jun 30, 26 | +1.63K | 0.00% |
| Aspect Partners, LLC | 1.44K | Jun 30, 26 | +57 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.40K | Jun 30, 26 | +1.10K | 0.00% |
| PFS Partners, LLC | 1.38K | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 1.32K | Jun 30, 26 | +52 | 0.00% |
| Evelyn Partners Group Ltd | 1.29K | Jun 30, 26 | +1.29K | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| Coston, McIsaac & Partners | 1.17K | Jun 30, 26 | +4 | 0.00% |
| Financial Management Professionals, Inc. | 1.09K | Jun 30, 26 | +41 | 0.00% |
| Wilkerson Advisory Group LLC | 1.03K | Jun 30, 26 | +38 | 0.00% |
| COUNTRY TRUST BANK | 1.00K | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Cape Investment Advisory, Inc. | 962 | Jun 30, 26 | +962 | 0.00% |
| North Star Investment Management Corp. | 900 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 899 | Jun 30, 26 | +611 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 801 | Jun 30, 26 | +801 | 0.00% |
| Walsh & Associates, LLC | 569 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 530 | Jun 30, 26 | -- | 0.00% |
| Whipplewood Advisors, LLC | 500 | Jun 30, 26 | -15.09K | 0.00% |
| Key FInancial Inc | 500 | Jun 30, 26 | +467 | 0.00% |
| HM PAYSON & CO | 475 | Jun 30, 26 | +475 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 450 | Jun 30, 26 | +275 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 400 | Jun 30, 26 | -1.45K | 0.00% |
| Salomon & Ludwin, LLC | 352 | Jun 30, 26 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 342 | Jun 30, 26 | +342 | 0.00% |
| Federation des caisses Desjardins du Quebec | 300 | Jun 30, 26 | -2.49K | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 275 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 258 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 253 | Jun 30, 26 | +253 | 0.00% |
| Bangor Savings Bank | 250 | Jun 30, 26 | +250 | 0.00% |
| SWAN Capital LLC | 222 | Jun 30, 26 | -- | 0.00% |
| Roble, Belko & Company, Inc | 200 | Jun 30, 26 | -- | 0.00% |
| Axiom Investment Management LLC | 163 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 100 | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 94 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 94 | Jun 30, 26 | +2 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 89 | Jun 30, 26 | +89 | 0.00% |
| Markowski Investments | 81 | Jun 30, 26 | +81 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 80 | Jun 30, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 70 | Jun 30, 26 | +3 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 4 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 1 | Jun 30, 26 | -- | 0.00% |
| Western Pacific Wealth Management, LP | -- | Jun 30, 26 | -2.00K | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -2.00K | -- |
| Fiscal Wisdom Wealth Management, LLC | -- | Jun 30, 26 | -10.49K | -- |
| Heirloom Wealth Management | -- | Jun 30, 26 | -22.01K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.44K | -- |
| Boreal Capital Management LLC | -- | Jun 30, 26 | -1 | -- |
| Arlington Capital Management, Inc. | -- | Jun 30, 26 | -40.10K | -- |
| Soltis Investment Advisors LLC | -- | Jun 30, 26 | -35.41K | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -279 | -- |
| BENNETT SELBY INVESTMENTS LP | -- | Jun 30, 26 | -20.25K | -- |
| Safe Harbor Fiduciary, LLC | -- | Jun 30, 26 | -32.77K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -52.20K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -3.04K | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -40 | -- |
| Perennial Investment Advisors, LLC | -- | Jun 30, 26 | -10.24K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -2.00K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -5.63K | -- |
| Convergence Financial, LLC | -- | Jun 30, 26 | -11.40K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -2.53K | -- |
| SMART Wealth LLC | -- | Jun 30, 26 | -12.55K | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -85 | -- |
| ADAPT WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -11.77K | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -362 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -800 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -3.95K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -104.12K | -- |
| Buska Wealth Management, LLC | -- | Jun 30, 26 | -35.45K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -141.40K | -- |
| Kingstone Capital Partners Texas, LLC | -- | Jun 30, 26 | -21.82K | -- |
| Consilium Wealth Advisory, LLC | -- | Jun 30, 26 | -10.00K | -- |
| LEAVELL INVESTMENT MANAGEMENT, INC. | -- | Jun 30, 26 | -10.71K | -- |
| Stratos Wealth Advisors, LLC | -- | Jun 30, 26 | -44.71K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -7.00K | -- |
| U.S. Capital Wealth Advisors, LLC | 232.99K | Mar 31, 26 | +9.85K | 0.05% |
| JOURNEY STRATEGIC WEALTH LLC | 53.30K | Mar 31, 26 | +7.47K | 0.01% |
| VectorGlobal IAG, Inc. | 38.73K | Mar 31, 26 | +38.73K | 0.01% |
| CWM, LLC | 29.93K | Mar 31, 26 | +8.95K | 0.01% |
| Jackson Hole Capital Partners, LLC | 25.63K | Mar 31, 26 | +5.01K | 0.01% |
| Anfield Capital Management, LLC | 11.61K | Mar 31, 26 | +8.58K | 0.00% |
| Leo Wealth, LLC | 10.00K | Mar 31, 26 | +10.00K | 0.00% |
| Sunbelt Securities, Inc. | 1.60K | Mar 31, 26 | -5.16K | 0.00% |
| Evelyn Partners Asset Management Ltd | 1.29K | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -753.72K | -- |
| COMERICA BANK | 51.95K | Dec 31, 25 | -45.60K | 0.01% |
| Prosperity Wealth Management, Inc. | 24.78K | Dec 31, 25 | +5.97K | 0.01% |
| CIBC Private Wealth Group, LLC | 13.97K | Dec 31, 25 | -6.05K | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -9.27K | -- |
| MAS Advisors LLC | 60.46K | Sep 30, 25 | +12.15K | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 18.60K | Sep 30, 25 | -- | 0.00% |
| AllSquare Wealth Management LLC | 8.41K | Sep 30, 25 | -- | 0.00% |
| Sonora Investment Management Group, LLC | -- | Sep 30, 25 | -10.53K | -- |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -11.79K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 129.72K | Jun 30, 25 | -110.13K | 0.03% |
| Atria Wealth Solutions, Inc. | 78.40K | Jun 30, 25 | -1.44M | 0.02% |
| Summit X, LLC | 23.98K | Jun 30, 25 | -36.24K | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.70K | Jun 30, 25 | +1.70K | 0.00% |
| Orion Portfolio Solutions, LLC | 213.37K | Mar 31, 25 | +9.80K | 0.05% |
| Lindbrook Capital, LLC | 3.00K | Mar 31, 25 | -- | 0.00% |
| Spectrum Wealth Counsel, LLC | 300 | Mar 31, 25 | -- | 0.00% |
| HBC Financial Services, PLLC | 5.00K | Dec 31, 24 | -- | 0.00% |
| AlphaMark Advisors, LLC | 1.73K | Dec 31, 24 | +86 | 0.00% |
| WR Wealth Planners, LLC | 837 | Dec 31, 24 | +28 | 0.00% |
| Sugarloaf Wealth Management, LLC | 809 | Dec 31, 24 | -444 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.28K | -- |
| Raymond James Financial Services Advisors, Inc. | 739.09K | Sep 30, 24 | +98.92K | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 241.40K | Sep 30, 24 | -185.83K | 0.05% |
| RAYMOND JAMES TRUST N.A. | 48.74K | Sep 30, 24 | -- | 0.01% |
| Gateway Advisory, LLC | 41.80K | Sep 30, 24 | +776 | 0.01% |
| All Season Financial Advisors, Inc. | 38.21K | Sep 30, 24 | +555 | 0.01% |
| Waypoint Capital Advisors, LLC | 16.81K | Sep 30, 24 | -5.21K | 0.00% |
| FinTrust Capital Advisors, LLC | 1.36K | Sep 30, 24 | +1.32K | 0.00% |
| SpiderRock Advisors, LLC | -- | Sep 30, 24 | -18.89K | -- |
| Kingfisher Capital LLC | -- | Sep 30, 24 | -359.65K | -- |
| Gratus Capital LLC | 12.70K | Jun 30, 24 | +12.70K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.99K | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -3.47K | -- |
| Cetera Advisors LLC | 230.21K | Mar 31, 24 | +38.41K | 0.05% |
| Cetera Advisor Networks LLC | 151.62K | Mar 31, 24 | +6.10K | 0.03% |
| Highlander Capital Management, LLC | 5.00K | Mar 31, 24 | -700 | 0.00% |
| Retirement Group, LLC | 1.31K | Mar 31, 24 | -6.79K | 0.00% |
| CAMBRIDGE TRUST CO | -- | Mar 31, 24 | -497 | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 30.48K | Dec 31, 23 | +30.48K | 0.01% |
| Baystate Wealth Management LLC | 1.00K | Dec 31, 23 | +1.00K | 0.00% |
| Icon Wealth Partners, LLC | 45.72K | Sep 30, 23 | -1.46K | 0.01% |
| Claybrook Capital, LLC | 37.38K | Sep 30, 23 | -- | 0.01% |
| BDO Wealth Advisors, LLC | 285.19K | Jun 30, 23 | +10.08K | 0.06% |
| Kistler-Tiffany Companies, LLC | 840 | Jun 30, 23 | +840 | 0.00% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 39.35K | Mar 31, 23 | -11.99K | 0.01% |
| Lehman & Derafelo Financial Resources LLC | 46.61K | Dec 31, 22 | -5.57K | 0.01% |
| American Portfolios Advisors | 57.46K | Sep 30, 22 | +3.08K | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17.64K | Sep 30, 22 | +45 | 0.00% |
| Strategic Asset Management, LLC | 800 | Sep 30, 22 | -- | 0.00% |
| Spectrum Management Group, LLC | 163 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -826 | -- |
| B. Riley Wealth Management, Inc. | 100.40K | Jun 30, 22 | +17.09K | 0.02% |
| Meristem Family Wealth, LLC | 53.95K | Mar 31, 22 | -- | 0.01% |
| STRATEGIC WEALTH MANAGEMENT INC | 200.19K | Dec 31, 21 | +4.35K | 0.04% |
| NEXT Financial Group, Inc | 61.11K | Dec 31, 21 | +47.67K | 0.01% |
| Biltmore Capital Advisors LLC | 28.55K | Dec 31, 21 | +28.55K | 0.01% |
| Crescent Capital Consulting, LLC | 8.85K | Dec 31, 21 | +218 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 284 | Dec 31, 21 | +284 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 43.10K | Sep 30, 21 | +8.50K | 0.01% |
| Ameritas Investment Company, LLC | 10.88K | Sep 30, 21 | +3.30K | 0.00% |
| OLD MISSION CAPITAL, LLC | 10.80K | Dec 31, 20 | +10.80K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 150 | Dec 31, 20 | -- | 0.00% |
| Secrest Blakey & Associates, LLC | 137.92K | Sep 30, 20 | +21.90K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 154.42K | Dec 31, 19 | +16.64K | 0.03% |
| Advisor Group, Inc. | 86.95K | Dec 31, 19 | +30 | 0.02% |
| BB&T SECURITIES, LLC | 29.75K | Sep 30, 19 | +2.62K | 0.01% |
| Wealth & Pension Services Group, Inc. | 22.35K | Sep 30, 19 | +402 | 0.00% |
| Planning Solutions Group LLC | 59.95K | Jun 30, 19 | +6.00K | 0.01% |
| NEXT Financial Holdings | 600 | Mar 31, 19 | +600 | 0.00% |
| Horizon Kinetics LLC | 257.00K | Dec 31, 18 | -5.71K | 0.06% |
| PENN MUTUAL LIFE INSURANCE CO | -- | Jun 30, 18 | -85.00K | -- |
| Allegis Investment Advisors, LLC | -- | Mar 31, 18 | -7.41K | -- |
| Commonwealth Equity Services, Inc | 175.41K | Jun 30, 17 | +24.93K | 0.04% |
| TRENT CAPITAL MANAGEMENT INC /NC/ | 12.34K | Jun 30, 17 | +12.34K | 0.00% |
| Virtu KCG Holdings LLC | 8.69K | Jun 30, 17 | +8.69K | 0.00% |
| FIRST FINANCIAL EQUITY CORPORATION | 11.93K | Mar 31, 17 | +11.93K | 0.00% |
| MSI Financial Services Inc | 14.59K | Dec 31, 16 | -1.62K | 0.00% |
| BlackRock Investment Management, LLC | 676 | Dec 31, 16 | +676 | 0.00% |
| Stanford Investment Group, Inc. | -- | Dec 31, 16 | -2.00K | -- |
| Limestone Value Partners, LLC | 147.84K | Sep 30, 16 | -9.80K | 0.03% |
| Belmont Global Advisors, Inc. | 29.57K | Sep 30, 16 | -- | 0.01% |
| Investors Capital Advisory Services | 12.55K | Jun 30, 16 | -8.89K | 0.00% |
| SUMMIT CAPITAL MANAGEMENT LLC | 21.36K | Mar 31, 16 | +696 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -26 | -- |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 482.57K | Mar 31, 15 | +482.57K | 0.10% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -12.79K | -- |
| FOUNDERS BANK & TRUST | 2.66K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 556.65K | Sep 30, 14 | +231.77K | 0.12% |
| COMMUNITY BANK SYSTEM, INC. | 500 | Sep 30, 14 | -- | 0.00% |
| US GLOBAL INVESTORS FUNDS | 5.00K | Dec 31, 13 | +5.00K | 0.00% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -8.02K | -- |