Invesco National AMT-Free Municipal Bond ETF(PZA)

$22.42—Stale · unknown old

Ask SA Chart

Invesco National AMT-Free Municipal Bond ETF(PZA)

NYSE • Last print unknown ago

$22.42—Stale · unknown old

Ask SA Chart Studio

PZA(PZA)

PZA

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

Institutional Ownership

Top 399 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	58.45M	Jun 30, 26	+3.30M	31.17%
UBS Group AG	24.46M	Jun 30, 26	+2.94M	13.05%
AMERIPRISE FINANCIAL INC	7.35M	Jun 30, 26	+95.24K	3.92%
ENVESTNET ASSET MANAGEMENT INC	5.30M	Jun 30, 26	+455.43K	2.83%
Jupiter Topco LLC	4.47M	Jun 30, 26	+4.47M	2.38%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.29M	Jun 30, 26	-77.81K	2.29%
LPL Financial LLC	4.05M	Jun 30, 26	+868.23K	2.16%
Bank of New York Mellon Corp	3.25M	Jun 30, 26	+513.01K	1.74%
JPMORGAN CHASE & CO	2.75M	Jun 30, 26	+201.23K	1.47%
EP Wealth Advisors, LLC	2.35M	Jun 30, 26	+540.75K	1.25%
UBS ASSET MANAGEMENT AMERICAS INC	2.23M	Jun 30, 26	-1.89M	1.19%
SOFI WEALTH, LLC	2.16M	Jun 30, 26	+175.59K	1.15%
MORGAN STANLEY	2.13M	Jun 30, 26	+381	1.14%
WELLS FARGO & COMPANY/MN	1.95M	Jun 30, 26	+378.91K	1.04%
SRS Capital Advisors, Inc.	1.81M	Jun 30, 26	+1.81M	0.97%
Vestmark Advisory Solutions, Inc.	1.76M	Jun 30, 26	+1.50M	0.94%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.59M	Jun 30, 26	-169.23K	0.85%
Cetera Investment Advisers	1.26M	Jun 30, 26	+85.82K	0.67%
COMMONWEALTH EQUITY SERVICES, LLC	1.10M	Jun 30, 26	+82.28K	0.59%
STIFEL FINANCIAL CORP	1.03M	Jun 30, 26	-6.72K	0.55%
Sanctuary Advisors, LLC	992.25K	Jun 30, 26	+259.24K	0.53%
RAYMOND JAMES FINANCIAL INC	910.83K	Jun 30, 26	+241.26K	0.49%
Gerber Kawasaki Wealth & Investment Management	808.14K	Jun 30, 26	+73.50K	0.43%
Miracle Mile Advisors, LLC	785.54K	Jun 30, 26	+94.86K	0.42%
NewEdge Advisors, LLC	724.36K	Jun 30, 26	+100.03K	0.39%
ROYAL BANK OF CANADA	679.60K	Jun 30, 26	+139.34K	0.36%
Shepherd Financial Partners LLC	665.93K	Jun 30, 26	+241.50K	0.36%
ADVISOR GROUP HOLDINGS, INC.	550.26K	Jun 30, 26	+139.94K	0.29%
ASSETMARK, INC	539.24K	Jun 30, 26	-755	0.29%
Allworth Financial LP	534.86K	Jun 30, 26	+3.27K	0.29%
Integrated Wealth Concepts LLC	514.27K	Jun 30, 26	+253.53K	0.27%
West Wealth Group, LLC	514.23K	Jun 30, 26	+71.43K	0.27%
Avidian Wealth Solutions, LLC	480.35K	Jun 30, 26	-4.60K	0.26%
IHT Wealth Management, LLC	457.95K	Jun 30, 26	+30.58K	0.24%
THRIVENT FINANCIAL FOR LUTHERANS	455.39K	Jun 30, 26	+80.46K	0.24%
Rockefeller Capital Management L.P.	421.36K	Jun 30, 26	+53.47K	0.22%
MML INVESTORS SERVICES, LLC	408.13K	Jun 30, 26	+33.90K	0.22%
Ascent Group, LLC	407.83K	Jun 30, 26	+23.95K	0.22%
Archer Investment Management, LLC	388.50K	Jun 30, 26	+129.20K	0.21%
Vise Technologies, Inc.	386.73K	Jun 30, 26	+319.09K	0.21%
Perennial Investment Advisors, LLC	377.49K	Jun 30, 26	+225.37K	0.20%
PNC FINANCIAL SERVICES GROUP, INC.	366.81K	Jun 30, 26	-9.55K	0.20%
CITADEL ADVISORS LLC	359.71K	Jun 30, 26	+286.07K	0.19%
FIFTH THIRD BANCORP	342.49K	Jun 30, 26	+50.87K	0.18%
RENAISSANCE TECHNOLOGIES LLC	322.30K	Jun 30, 26	+258.00K	0.17%
JANE STREET GROUP, LLC	319.37K	Jun 30, 26	-323.46K	0.17%
PARK AVENUE SECURITIES LLC	318.53K	Jun 30, 26	+61.14K	0.17%
AE Wealth Management LLC	317.98K	Jun 30, 26	+91.23K	0.17%
Stewardship Advisors, LLC	315.50K	Jun 30, 26	+74.77K	0.17%
US BANCORP \DE\	303.04K	Jun 30, 26	+2.90K	0.16%
Perigon Wealth Management, LLC	288.90K	Jun 30, 26	+37.10K	0.15%
Tortoise Investment Management, LLC	265.44K	Jun 30, 26	-2.40K	0.14%
Savant Capital, LLC	260.25K	Jun 30, 26	+260.25K	0.14%
SIMON QUICK ADVISORS, LLC	257.73K	Jun 30, 26	--	0.14%
SEEDS INVESTOR LLC	251.21K	Jun 30, 26	+13.96K	0.13%
ROBINSON CAPITAL MANAGEMENT, LLC	244.35K	Jun 30, 26	+244.35K	0.13%
Golden State Wealth Management, LLC	240.58K	Jun 30, 26	+237.79K	0.13%
Goodman Advisory Group, LLC	224.40K	Jun 30, 26	-20.00K	0.12%
Concurrent Investment Advisors, LLC	223.38K	Jun 30, 26	+58.05K	0.12%
TRAPHAGEN INVESTMENT ADVISORS LLC	219.92K	Jun 30, 26	+1.62K	0.12%
Synergy Investment Management, LLC	216.17K	Jun 30, 26	+71.74K	0.12%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	208.86K	Jun 30, 26	-5.04K	0.11%
Petix & Botte Co	206.21K	Jun 30, 26	+17.73K	0.11%
MGO ONE SEVEN LLC	200.31K	Jun 30, 26	+40.06K	0.11%
Private Advisor Group, LLC	195.00K	Jun 30, 26	-27.88K	0.10%
TRUIST FINANCIAL CORP	194.31K	Jun 30, 26	+13.34K	0.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC	192.71K	Jun 30, 26	-16.07K	0.10%
1900 WEALTH MANAGEMENT LLC	191.59K	Jun 30, 26	-11.09K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	191.57K	Jun 30, 26	+5.10K	0.10%
Skyline Advisors, Inc.	188.51K	Jun 30, 26	+154.46K	0.10%
Quadrant Private Wealth Management, LLC	188.02K	Jun 30, 26	+8.72K	0.10%
Stratos Wealth Partners, LTD.	185.58K	Jun 30, 26	+44.86K	0.10%
Mount Yale Investment Advisors, LLC	183.86K	Jun 30, 26	+5.33K	0.10%
ENTRUST FINANCIAL LLC	180.89K	Jun 30, 26	+11.50K	0.10%
MONETA GROUP INVESTMENT ADVISORS LLC	180.54K	Jun 30, 26	-15.27K	0.10%
EXCEL SECURITIES & ASSOCIATES, INC.	179.81K	Jun 30, 26	+7.86K	0.10%
Connecticut Capital Management Group, LLC	174.72K	Jun 30, 26	+6.74K	0.09%
Quadrature Capital Ltd	170.49K	Jun 30, 26	+170.49K	0.09%
Garden State Investment Advisory Services LLC	169.51K	Jun 30, 26	+109.71K	0.09%
Kestra Advisory Services, LLC	157.37K	Jun 30, 26	+50.16K	0.08%
Clark Capital Management Group, Inc.	153.73K	Jun 30, 26	+540	0.08%
McAdam, LLC	145.30K	Jun 30, 26	-11.80K	0.08%
JONES FINANCIAL COMPANIES LLLP	141.34K	Jun 30, 26	+6.10K	0.08%
PRINCIPAL SECURITIES, INC.	129.56K	Jun 30, 26	+8.28K	0.07%
Keystone Financial Group	128.16K	Jun 30, 26	+1.59K	0.07%
Wright Fund Management, LLC	123.10K	Jun 30, 26	+123.10K	0.07%
CHOREO, LLC	118.54K	Jun 30, 26	-4	0.06%
ShoreHaven Wealth Partners, LLC	110.41K	Jun 30, 26	+7.08K	0.06%
Strategies Wealth Advisors, LLC	106.83K	Jun 30, 26	+96.15K	0.06%
FINANCIAL LIFE ADVISORS	103.74K	Jun 30, 26	+86.32K	0.06%
Cambridge Investment Research Advisors, Inc.	102.42K	Jun 30, 26	+9.21K	0.05%
Meadowbrook Advisors Group, LLC	97.68K	Jun 30, 26	-19.91K	0.05%
Advisory Services Network, LLC	97.15K	Jun 30, 26	+1.87K	0.05%
Collaborative Wealth Managment Inc.	96.09K	Jun 30, 26	+18.84K	0.05%
Leeward Financial Partners, LLC	95.44K	Jun 30, 26	-249	0.05%
Elequin Securities, LLC	94.64K	Jun 30, 26	+28.94K	0.05%
Rochester Wealth Strategies, LLC	94.26K	Jun 30, 26	-7.03K	0.05%
Atria Investments, Inc	91.10K	Jun 30, 26	+553	0.05%
Per Stirling Capital Management, LLC.	90.88K	Jun 30, 26	+11.99K	0.05%
Waverly Advisors, LLC	86.91K	Jun 30, 26	+1.11K	0.05%
Holistic Planning, LLC	83.09K	Jun 30, 26	+83.09K	0.04%
TD PRIVATE CLIENT WEALTH LLC	82.95K	Jun 30, 26	-66.18K	0.04%
Steel Peak Wealth Management LLC	82.93K	Jun 30, 26	-10.93K	0.04%
FIRST FOUNDATION ADVISORS	81.53K	Jun 30, 26	-6.36K	0.04%
First Heartland Consultants, Inc.	78.20K	Jun 30, 26	-3.36K	0.04%
BCGM Wealth Management, LLC	77.38K	Jun 30, 26	+39.10K	0.04%
BETO FINANCIAL GROUP, LLC	76.61K	Jun 30, 26	+43.90K	0.04%
Claro Advisors LLC	75.73K	Jun 30, 26	+13.97K	0.04%
NORTHERN TRUST CORP	70.22K	Jun 30, 26	+70.22K	0.04%
HighTower Advisors, LLC	68.56K	Jun 30, 26	+8.73K	0.04%
SSA SWISS ADVISORS AG	65.28K	Jun 30, 26	-6.50K	0.03%
BlueStem Wealth Partners, LLC	62.78K	Jun 30, 26	+62.78K	0.03%
ANDERSON HOAGLAND & CO	61.55K	Jun 30, 26	-166.85K	0.03%
Janney Montgomery Scott LLC	58.52K	Jun 30, 26	+16.99K	0.03%
Wealth Alliance	58.18K	Jun 30, 26	+10.63K	0.03%
Magnolia Private Wealth, LLC	57.70K	Jun 30, 26	+31.82K	0.03%
Tower Research Capital LLC (TRC)	56.71K	Jun 30, 26	+56.71K	0.03%
BENJAMIN EDWARDS INC	56.25K	Jun 30, 26	+3.11K	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	56.17K	Jun 30, 26	+11.14K	0.03%
A4 Wealth Advisors LLC	54.73K	Jun 30, 26	-18.66K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	54.65K	Jun 30, 26	+4.49K	0.03%
Diversify Advisory Services, LLC	54.65K	Jun 30, 26	+54.65K	0.03%
EHRLICH FINANCIAL GROUP	51.69K	Jun 30, 26	-1.34K	0.03%
Ausdal Financial Partners, Inc.	50.80K	Jun 30, 26	+3.26K	0.03%
Pensionmark Financial Group, LLC	50.33K	Jun 30, 26	+367	0.03%
Envestnet Portfolio Solutions, Inc.	50.11K	Jun 30, 26	+13.45K	0.03%
FIDUCIARY TRUST CO	50.00K	Jun 30, 26	--	0.03%
Creative Planning	48.86K	Jun 30, 26	+6.25K	0.03%
Venture Visionary Partners LLC	47.61K	Jun 30, 26	+47.61K	0.03%
Targeted Financial Services LLC	47.10K	Jun 30, 26	-8.51K	0.03%
FOCUS Wealth Advisors, LLC	46.53K	Jun 30, 26	+104	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	44.28K	Jun 30, 26	+44.28K	0.02%
Merit Financial Group, LLC	43.96K	Jun 30, 26	+116	0.02%
NorthRock Partners, LLC	41.92K	Jun 30, 26	-3.23K	0.02%
ProVise Management Group, LLC	41.79K	Jun 30, 26	+1.01K	0.02%
MAI Capital Management	40.24K	Jun 30, 26	+14	0.02%
Ally Invest Advisors Inc.	39.36K	Jun 30, 26	+2.35K	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	38.46K	Jun 30, 26	+21.50K	0.02%
IFP Advisors, Inc	37.26K	Jun 30, 26	+9.72K	0.02%
FLP Wealth Management, LLC	36.71K	Jun 30, 26	+4.98K	0.02%
Affinity Capital Advisors, LLC	34.63K	Jun 30, 26	+34.63K	0.02%
ASB Consultores, LLC	34.03K	Jun 30, 26	--	0.02%
KING LUTHER CAPITAL MANAGEMENT CORP	33.60K	Jun 30, 26	--	0.02%
Ronald Blue Trust, Inc.	33.14K	Jun 30, 26	+2.44K	0.02%
NICOLET BANKSHARES INC	32.38K	Jun 30, 26	-5.12K	0.02%
Colonial River Wealth Management, LLC	32.38K	Jun 30, 26	+8.39K	0.02%
Ducere Wealth Management LLC	31.77K	Jun 30, 26	-467	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	30.35K	Jun 30, 26	+10.25K	0.02%
Keating Financial Advisory Services, Inc.	30.32K	Jun 30, 26	+5.59K	0.02%
BlackRock, Inc.	30.20K	Jun 30, 26	+1.07K	0.02%
Robertson Stephens Wealth Management, LLC	29.20K	Jun 30, 26	--	0.02%
Wealthcare Advisory Partners LLC	28.60K	Jun 30, 26	+2.56K	0.02%
Bernardo Wealth Planning LLC	27.86K	Jun 30, 26	-7.05K	0.01%
Apeiron RIA LLC	27.82K	Jun 30, 26	+27.82K	0.01%
Sowell Financial Services LLC	27.34K	Jun 30, 26	+94	0.01%
J.W. COLE ADVISORS, INC.	26.81K	Jun 30, 26	+3.99K	0.01%
Wedmont Private Capital	26.16K	Jun 30, 26	--	0.01%
SAX WEALTH ADVISORS, LLC	26.13K	Jun 30, 26	+26.13K	0.01%
PRIVATE TRUST CO NA	25.54K	Jun 30, 26	+15.82K	0.01%
FF Advisors,LLC	25.14K	Jun 30, 26	--	0.01%
NOVEM GROUP	24.76K	Jun 30, 26	+24.76K	0.01%
CAPTRUST FINANCIAL ADVISORS	23.93K	Jun 30, 26	-4.77K	0.01%
IFG Advisory, LLC	23.34K	Jun 30, 26	+23.34K	0.01%
Advisory Alpha, LLC	23.00K	Jun 30, 26	-633	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	22.98K	Jun 30, 26	+385	0.01%
Crews Bank & Trust	22.82K	Jun 30, 26	-2.70K	0.01%
VisionPoint Advisory Group, LLC	22.02K	Jun 30, 26	+22.02K	0.01%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	21.95K	Jun 30, 26	-5.07K	0.01%
MRP Capital Investments, LLC	21.86K	Jun 30, 26	--	0.01%
Integrated Wealth Management	20.32K	Jun 30, 26	+20.32K	0.01%
Brinker Capital Investments, LLC	20.19K	Jun 30, 26	-948	0.01%
Arkadios Wealth Advisors	20.09K	Jun 30, 26	+8.96K	0.01%
PFW Advisors LLC	19.55K	Jun 30, 26	--	0.01%
Mariner, LLC	19.52K	Jun 30, 26	+19.52K	0.01%
Ackerman Capital Advisors, LLC	18.86K	Jun 30, 26	-380	0.01%
TITLEIST ASSET MANAGEMENT, LLC	18.37K	Jun 30, 26	+6.79K	0.01%
Revisor Wealth Management LLC	18.34K	Jun 30, 26	+1.41K	0.01%
Advisory Resource Group	18.23K	Jun 30, 26	+207	0.01%
OLD MISSION CAPITAL LLC	18.09K	Jun 30, 26	+18.09K	0.01%
COURIER CAPITAL LLC	18.02K	Jun 30, 26	--	0.01%
Vectors Research Management, LLC	18.02K	Jun 30, 26	--	0.01%
PKS Advisory Services, LLC	17.95K	Jun 30, 26	+17.95K	0.01%
KFA Private Wealth Group, LLC	17.90K	Jun 30, 26	-1.44K	0.01%
FMR LLC	17.44K	Jun 30, 26	+5.89K	0.01%
Sepio Capital, LP	17.41K	Jun 30, 26	+74	0.01%
Melone Private Wealth, LLC	17.31K	Jun 30, 26	+2.21K	0.01%
Town Capital LLC	17.20K	Jun 30, 26	+17.20K	0.01%
Coastal Bridge Advisors, LLC	16.97K	Jun 30, 26	--	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.66K	Jun 30, 26	+1.09K	0.01%
Thomasville National Bank	16.60K	Jun 30, 26	+16.60K	0.01%
Schwallier Wealth Management LLC	16.49K	Jun 30, 26	+1.61K	0.01%
Tyche Wealth Partners LLC	16.49K	Jun 30, 26	-11.43K	0.01%
Sanchez Gaunt Capital Management, LLC	16.15K	Jun 30, 26	+307	0.01%
Capital Analysts, LLC	16.14K	Jun 30, 26	+2.83K	0.01%
Dynamic Advisor Solutions LLC	15.95K	Jun 30, 26	-3.63K	0.01%
First Citizens Financial Corp	15.93K	Jun 30, 26	+3.92K	0.01%
CURTIS WEALTH MANAGEMENT LLC	15.65K	Jun 30, 26	+6.54K	0.01%
Integrity Advisory Solutions, LLC	15.45K	Jun 30, 26	+6	0.01%
Wiser Advisor Group LLC	15.27K	Jun 30, 26	-1.42K	0.01%
Gladstone Institutional Advisory LLC	14.79K	Jun 30, 26	-1.50K	0.01%
American Institute for Advanced Investment Management, LLP	14.77K	Jun 30, 26	--	0.01%
COMMERCE BANK	14.57K	Jun 30, 26	--	0.01%
SILVER OAK SECURITIES, INCORPORATED	14.54K	Jun 30, 26	-245	0.01%
Unify Financial Advisors	14.44K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.13K	Jun 30, 26	+14.13K	0.01%
Ballast Rock Private Wealth LLC	14.00K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	13.68K	Jun 30, 26	+243	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.65K	Jun 30, 26	+8.21K	0.01%
Equitable Holdings, Inc.	13.55K	Jun 30, 26	+13.55K	0.01%
Gateway Wealth Partners, LLC	13.53K	Jun 30, 26	-5.28K	0.01%
Daviman Financial, LLC	13.28K	Jun 30, 26	+13.28K	0.01%
FIRST TRUST ADVISORS LP	13.19K	Jun 30, 26	+205	0.01%
CAP Partners, LLC	13.15K	Jun 30, 26	+119	0.01%
IMG Wealth Management, Inc.	12.95K	Jun 30, 26	+7.80K	0.01%
Tempus Wealth Planning, LLC	12.81K	Jun 30, 26	-80	0.01%
Rede Wealth, LLC	12.78K	Jun 30, 26	+12.78K	0.01%
HARMONY ASSET MANAGEMENT LLC	12.65K	Jun 30, 26	+900	0.01%
B. Riley Wealth Advisors, Inc.	12.34K	Jun 30, 26	+2.19K	0.01%
Mascoma Wealth Management LLC	12.25K	Jun 30, 26	+24	0.01%
Alaska Wealth Advisors	12.24K	Jun 30, 26	--	0.01%
HRT FINANCIAL LP	12.21K	Jun 30, 26	+12.21K	0.01%
Range Advisory, LLC	12.17K	Jun 30, 26	+12.17K	0.01%
Steward Partners Investment Advisory, LLC	12.12K	Jun 30, 26	-10.28K	0.01%
NewEdge Wealth, LLC	12.07K	Jun 30, 26	+1.70K	0.01%
KWMG, LLC	12.04K	Jun 30, 26	-1.05K	0.01%
Tandem Financial, LLC	11.97K	Jun 30, 26	--	0.01%
Qube Research & Technologies Ltd	11.76K	Jun 30, 26	+11.76K	0.01%
Pinnacle Financial Partners, Inc.	11.34K	Jun 30, 26	+272	0.01%
Resources Investment Advisors, LLC.	11.25K	Jun 30, 26	+11.25K	0.01%
Meridian Wealth Management, LLC	11.25K	Jun 30, 26	--	0.01%
Alapocas Investment Partners, Inc.	11.16K	Jun 30, 26	+11.16K	0.01%
Andrew Hill Investment Advisors, Inc.	11.00K	Jun 30, 26	+11.00K	0.01%
CALTON & ASSOCIATES, INC.	10.88K	Jun 30, 26	-8.16K	0.01%
Cerity Partners LLC	10.78K	Jun 30, 26	-18.47K	0.01%
Capstone Financial Advisors, Inc.	10.67K	Jun 30, 26	+99	0.01%
Annex Advisory Services, LLC	10.52K	Jun 30, 26	-8.06K	0.01%
Crusonia Wealth Advisors LLC	10.46K	Jun 30, 26	+10.46K	0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC	10.44K	Jun 30, 26	--	0.01%
Parcion Private Wealth LLC	10.10K	Jun 30, 26	-1.44K	0.01%
INVESTED ADVISORS	10.00K	Jun 30, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	10.00K	Jun 30, 26	-2.37K	0.01%
Bridgewater Advisors Inc.	10.00K	Jun 30, 26	--	0.01%
Key Capital Management, INC	9.93K	Jun 30, 26	+5.57K	0.01%
Procyon Advisors, LLC	9.90K	Jun 30, 26	-108	0.01%
Mayflower Financial Advisors, LLC	9.82K	Jun 30, 26	-125	0.01%
Lifeworks Advisors, LLC	9.82K	Jun 30, 26	-1.20K	0.01%
LAUREL OAK WEALTH MANAGEMENT, LLC	9.81K	Jun 30, 26	-412	0.01%
Fortis Capital Advisors, LLC	9.79K	Jun 30, 26	-299	0.01%
Belpointe Asset Management LLC	9.79K	Jun 30, 26	-299	0.01%
WealthBridge Capital Management, LLC	9.79K	Jun 30, 26	+39	0.01%
Modern Wealth Management, LLC	9.73K	Jun 30, 26	+9.73K	0.01%
CFO4Life Group, LLC	9.70K	Jun 30, 26	+9.70K	0.01%
TSFG, LLC	9.62K	Jun 30, 26	+9.62K	0.01%
Cornerstone Wealth Management, LLC	9.51K	Jun 30, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	9.49K	Jun 30, 26	--	0.01%
Centennial Advisors, LLC	9.41K	Jun 30, 26	+241	0.01%
Kingdom Financial Group LLC.	9.23K	Jun 30, 26	+88	0.00%
Mutual Advisors, LLC	9.08K	Jun 30, 26	+9.08K	0.00%
PATRON PARTNERS, LLC	8.99K	Jun 30, 26	-1.56K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	8.99K	Jun 30, 26	+8.99K	0.00%
OpenArc Corporate Advisory, LLC	8.98K	Jun 30, 26	-5.82K	0.00%
Advyzon Investment Management, LLC	8.89K	Jun 30, 26	+8.89K	0.00%
Vontobel Holding Ltd.	8.89K	Jun 30, 26	--	0.00%
Venturi Wealth Management, LLC	8.77K	Jun 30, 26	-25	0.00%
Total Clarity Wealth Management, Inc.	8.73K	Jun 30, 26	+8.73K	0.00%
James J. Burns & Company, LLC	8.58K	Jun 30, 26	-641	0.00%
Spire Wealth Management	8.50K	Jun 30, 26	+680	0.00%
Farther Finance Advisors, LLC	6.90K	Jun 30, 26	-1.85K	0.00%
CX Institutional	6.52K	Jun 30, 26	-9.34K	0.00%
FIRST UNITED BANK & TRUST	6.29K	Jun 30, 26	-2.67K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.12K	Jun 30, 26	+675	0.00%
Aptus Capital Advisors, LLC	5.38K	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	5.09K	Jun 30, 26	-522	0.00%
Capital Investment Advisory Services, LLC	4.69K	Jun 30, 26	+97	0.00%
Greykasell Wealth Strategies, Inc.	4.64K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	4.60K	Jun 30, 26	+4.42K	0.00%
Independence Bank of Kentucky	4.59K	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	3.92K	Jun 30, 26	+922	0.00%
Signature Equity Partners, LLC	3.83K	Jun 30, 26	-3.81K	0.00%
MASSMUTUAL TRUST CO FSB/ADV	3.77K	Jun 30, 26	+10	0.00%
RICHARDSON FINANCIAL SERVICES INC.	3.60K	Jun 30, 26	-935	0.00%
Global Retirement Partners, LLC	3.32K	Jun 30, 26	+3.32K	0.00%
Wealth Enhancement Trust Services, Inc.	3.26K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	2.96K	Jun 30, 26	+15	0.00%
Westside Investment Management, Inc.	2.50K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	2.45K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	2.43K	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	2.18K	Jun 30, 26	+1.98K	0.00%
GeoWealth Management, LLC	2.02K	Jun 30, 26	+2.02K	0.00%
Centennial Bank/AR/	2.02K	Jun 30, 26	-114	0.00%
Coston, McIsaac & Partners	1.76K	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	1.73K	Jun 30, 26	-7.42K	0.00%
LGT Financial Advisors LLC	1.65K	Jun 30, 26	+26	0.00%
Winthrop Capital Management, LLC	1.63K	Jun 30, 26	--	0.00%
United Financial Planning Group LLC	1.48K	Jun 30, 26	+166	0.00%
HUNTINGTON NATIONAL BANK	1.33K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.32K	Jun 30, 26	-119	0.00%
Larson Financial Group LLC	1.29K	Jun 30, 26	+12	0.00%
Rossby Financial, LCC	1.20K	Jun 30, 26	+1.11K	0.00%
FRANKLIN RESOURCES INC	1.00K	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	1.00K	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	1.00K	Jun 30, 26	--	0.00%
First PREMIER Bank	1.00K	Jun 30, 26	--	0.00%
Vision Retirement, LLC	878	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	824	Jun 30, 26	+718	0.00%
Godfrey Financial Associates, Inc.	810	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	742	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	697	Jun 30, 26	+7	0.00%
AdvisorNet Financial, Inc	616	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	602	Jun 30, 26	+602	0.00%
Bogart Wealth, LLC	549	Jun 30, 26	--	0.00%
Raleigh Capital Management Inc.	500	Jun 30, 26	+500	0.00%
Elevated Capital Advisors, LLC	496	Jun 30, 26	+250	0.00%
Smartleaf Asset Management LLC	430	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	364	Jun 30, 26	-422	0.00%
Institute for Wealth Management, LLC.	335	Jun 30, 26	+335	0.00%
SIGNATUREFD, LLC	277	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	258	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	187	Jun 30, 26	--	0.00%
Delos Wealth Advisors, LLC	176	Jun 30, 26	+176	0.00%
Clearstead Advisors, LLC	132	Jun 30, 26	+132	0.00%
GAMMA Investing LLC	56	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	39	Jun 30, 26	+39	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8	Jun 30, 26	+6	0.00%
Ashton Thomas Private Wealth, LLC	7	Jun 30, 26	+7	0.00%
CoreCap Advisors, LLC	1	Jun 30, 26	+1	0.00%
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-495	--
Independent Advisor Alliance	--	Jun 30, 26	-270.86K	--
Addison Advisors LLC	--	Jun 30, 26	-7.09K	--
POM Investment Strategies, LLC	--	Jun 30, 26	-216	--
Western Wealth Management, LLC	--	Jun 30, 26	-4.76K	--
HighPoint Advisor Group LLC	--	Jun 30, 26	-9.77K	--
Cadia Private Client LLC	--	Jun 30, 26	-9.14K	--
FINANCIAL CONSULATE, INC	--	Jun 30, 26	-37	--
Banque Transatlantique SA	--	Jun 30, 26	-88	--
Grantham, Mayo, Van Otterloo & Co. LLC	--	Jun 30, 26	-74.87K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-389.80K	--
Oakworth Capital, Inc.	--	Jun 30, 26	-12.29K	--
Parkside Financial Bank & Trust	--	Jun 30, 26	-3.27K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-93.30K	--
UMB Bank, n.a.	--	Jun 30, 26	-34.64K	--
STEPHENS INC /AR/	--	Jun 30, 26	-19.03K	--
Richard Bernstein Advisors LLC	9.10M	Mar 31, 26	+6.06M	4.85%
EXENCIAL WEALTH ADVISORS, LLC	260.39K	Mar 31, 26	+237.41K	0.14%
Northeast Financial Group, Inc.	65.60K	Mar 31, 26	-25.64K	0.03%
U.S. Capital Wealth Advisors, LLC	31.82K	Mar 31, 26	+31.82K	0.02%
Leo Wealth, LLC	12.28K	Mar 31, 26	-750	0.01%
CWM, LLC	2.51K	Mar 31, 26	+2.13K	0.00%
COMERICA BANK	268.42K	Dec 31, 25	+2.84K	0.14%
MidWestOne Financial Group, Inc.	45.26K	Dec 31, 25	--	0.02%
Running Point Capital Advisors, LLC	27.79K	Dec 31, 25	-8.18K	0.01%
Passumpsic Savings Bank	11.79K	Dec 31, 25	+11.79K	0.01%
High Falls Advisors, Inc	9.85K	Dec 31, 25	+5	0.01%
New Millennium Group LLC	3.98K	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	10.97K	Sep 30, 25	+10.97K	0.01%
Pineridge Advisors LLC	5.71K	Sep 30, 25	-155	0.00%
DOHJ, LLC	102.23K	Jun 30, 25	+86.49K	0.05%
AVANTAX ADVISORY SERVICES, INC.	10.16K	Jun 30, 25	+10.16K	0.01%
Iron Horse Wealth Management, LLC	189	Jun 30, 25	+87	0.00%
Proquility Private Wealth Partners, LLC	300.40K	Mar 31, 25	+206.81K	0.16%
Aveo Capital Partners, LLC	204.89K	Mar 31, 25	-6.89K	0.11%
Orion Portfolio Solutions, LLC	10.19K	Mar 31, 25	--	0.01%
Kolinsky Wealth Management, LLC	20.66K	Dec 31, 24	+3.58K	0.01%
Raymond James Financial Services Advisors, Inc.	282.66K	Sep 30, 24	+35.87K	0.15%
RAYMOND JAMES & ASSOCIATES	276.52K	Sep 30, 24	-5.86K	0.15%
Kowal Investment Group, LLC	63.36K	Sep 30, 24	-742	0.03%
RAYMOND JAMES TRUST N.A.	36.54K	Sep 30, 24	-1.78K	0.02%
Brophy Wealth Management, LLC	20.05K	Sep 30, 24	+20.05K	0.01%
First Personal Financial Services	--	Sep 30, 24	-2.35K	--
Cetera Advisor Networks LLC	179.26K	Mar 31, 24	+27.10K	0.10%
Cetera Advisors LLC	72.93K	Mar 31, 24	+46.45K	0.04%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	16.69K	Mar 31, 24	+16.69K	0.01%
StrategIQ Financial Group, LLC	63.17K	Dec 31, 23	-3.75K	0.03%
Baystate Wealth Management LLC	502	Dec 31, 23	+502	0.00%
COMERICA SECURITIES,INC.	43.05K	Sep 30, 23	+4.28K	0.02%
ADVISOR PARTNERS II, LLC	--	Sep 30, 23	-26.45K	--
PFS INVESTMENTS INC.	368.74K	Jun 30, 23	+192.69K	0.20%
BerganKDV Wealth Management, LLC	20.82K	Jun 30, 23	-183	0.01%
BANK OF THE WEST	9.99K	Dec 31, 22	--	0.01%
CAPRIN ASSET MANAGEMENT LLC /ADV	1.59K	Dec 31, 22	+1.59K	0.00%
American Portfolios Advisors	56.02K	Sep 30, 22	+1.48K	0.03%
Danda Trouve Investment Management, Inc.	1.14K	Sep 30, 22	+10	0.00%
FourThought Financial, LLC	1.10K	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	49.84K	Jun 30, 22	-2.65K	0.03%
KerberRose Wealth Management, LLC	10.62K	Jun 30, 22	+10.62K	0.01%
Carroll Financial Associates, Inc.	400	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	410.15K	Sep 30, 21	+8.48K	0.22%
Cardan Capital Partners, LLC	66.89K	Sep 30, 21	+669	0.04%
PNC Managed Account Solutions, Inc.	1.16K	Jun 30, 21	+1.16K	0.00%
First Allied Advisory Services, Inc.	72.26K	Sep 30, 20	-1.61K	0.04%
Watson Rebecca	44.56K	Sep 30, 20	+248	0.02%
NewDay Solutions, LLC	--	Jun 30, 20	-41.24K	--
Advisor Group, Inc.	389.51K	Dec 31, 19	+41.69K	0.21%
LADENBURG THALMANN FINANCIAL SERVICES INC.	213.23K	Dec 31, 19	+27.42K	0.11%
CAPITAL ONE, NATIONAL ASSOCIATION	10.91K	Dec 31, 19	+10.91K	0.01%
BB&T SECURITIES, LLC	38.25K	Sep 30, 19	+441	0.02%
MRA Associates USA LLC	11.57K	Sep 30, 19	-6.67K	0.01%
Sound View Wealth Advisors, LLC	13.04K	Mar 31, 19	--	0.01%
Live Your Vision, LLC	2.00K	Mar 31, 19	+1.00K	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

58.45M

Jun 30, 26

+3.30M

31.17%

UBS Group AG

24.46M

Jun 30, 26

+2.94M

13.05%

AMERIPRISE FINANCIAL INC

7.35M

Jun 30, 26

+95.24K

3.92%

ENVESTNET ASSET MANAGEMENT INC

5.30M

Jun 30, 26

+455.43K

2.83%

Jupiter Topco LLC

4.47M

Jun 30, 26

+4.47M

2.38%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

4.29M

Jun 30, 26

-77.81K

2.29%

LPL Financial LLC

4.05M

Jun 30, 26

+868.23K

2.16%

Bank of New York Mellon Corp

3.25M

Jun 30, 26

+513.01K

1.74%

JPMORGAN CHASE & CO

2.75M

Jun 30, 26

+201.23K

1.47%

EP Wealth Advisors, LLC

2.35M

Jun 30, 26

+540.75K

1.25%

UBS ASSET MANAGEMENT AMERICAS INC

2.23M

Jun 30, 26

-1.89M

1.19%

SOFI WEALTH, LLC

2.16M

Jun 30, 26

+175.59K

1.15%

MORGAN STANLEY

2.13M

Jun 30, 26

+381

1.14%

WELLS FARGO & COMPANY/MN

1.95M

Jun 30, 26

+378.91K

1.04%

SRS Capital Advisors, Inc.

1.81M

Jun 30, 26

+1.81M

0.97%

Vestmark Advisory Solutions, Inc.

1.76M

Jun 30, 26

+1.50M

0.94%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.59M

Jun 30, 26

-169.23K

0.85%

Cetera Investment Advisers

1.26M

Jun 30, 26

+85.82K

0.67%

COMMONWEALTH EQUITY SERVICES, LLC

1.10M

Jun 30, 26

+82.28K

0.59%

STIFEL FINANCIAL CORP

1.03M

Jun 30, 26

-6.72K

0.55%

Sanctuary Advisors, LLC

992.25K

Jun 30, 26

+259.24K

0.53%

RAYMOND JAMES FINANCIAL INC

910.83K

Jun 30, 26

+241.26K

0.49%

Gerber Kawasaki Wealth & Investment Management

808.14K

Jun 30, 26

+73.50K

0.43%

Miracle Mile Advisors, LLC

785.54K

Jun 30, 26

+94.86K

0.42%

NewEdge Advisors, LLC

724.36K

Jun 30, 26

+100.03K

0.39%

ROYAL BANK OF CANADA

679.60K

Jun 30, 26

+139.34K

0.36%

Shepherd Financial Partners LLC

665.93K

Jun 30, 26

+241.50K

0.36%

ADVISOR GROUP HOLDINGS, INC.

550.26K

Jun 30, 26

+139.94K

0.29%

ASSETMARK, INC

539.24K

Jun 30, 26

-755

0.29%

Allworth Financial LP

534.86K

Jun 30, 26

+3.27K

0.29%

Integrated Wealth Concepts LLC

514.27K

Jun 30, 26

+253.53K

0.27%

West Wealth Group, LLC

514.23K

Jun 30, 26

+71.43K

0.27%

Avidian Wealth Solutions, LLC

480.35K

Jun 30, 26

-4.60K

0.26%

IHT Wealth Management, LLC

457.95K

Jun 30, 26

+30.58K

0.24%

THRIVENT FINANCIAL FOR LUTHERANS

455.39K

Jun 30, 26

+80.46K

0.24%

Rockefeller Capital Management L.P.

421.36K

Jun 30, 26

+53.47K

0.22%

MML INVESTORS SERVICES, LLC

408.13K

Jun 30, 26

+33.90K

0.22%

Ascent Group, LLC

407.83K

Jun 30, 26

+23.95K

0.22%

Archer Investment Management, LLC

388.50K

Jun 30, 26

+129.20K

0.21%

Vise Technologies, Inc.

386.73K

Jun 30, 26

+319.09K

0.21%

Perennial Investment Advisors, LLC

377.49K

Jun 30, 26

+225.37K

0.20%

PNC FINANCIAL SERVICES GROUP, INC.

366.81K

Jun 30, 26

-9.55K

0.20%

CITADEL ADVISORS LLC

359.71K

Jun 30, 26

+286.07K

0.19%

FIFTH THIRD BANCORP

342.49K

Jun 30, 26

+50.87K

0.18%

RENAISSANCE TECHNOLOGIES LLC

322.30K

Jun 30, 26

+258.00K

0.17%

JANE STREET GROUP, LLC

319.37K

Jun 30, 26

-323.46K

0.17%

PARK AVENUE SECURITIES LLC

318.53K

Jun 30, 26

+61.14K

0.17%

AE Wealth Management LLC

317.98K

Jun 30, 26

+91.23K

0.17%

Stewardship Advisors, LLC

315.50K

Jun 30, 26

+74.77K

0.17%

US BANCORP \DE\

303.04K

Jun 30, 26

+2.90K

0.16%

Perigon Wealth Management, LLC

288.90K

Jun 30, 26

+37.10K

0.15%

Tortoise Investment Management, LLC

265.44K

Jun 30, 26

-2.40K

0.14%

Savant Capital, LLC

260.25K

Jun 30, 26

+260.25K

0.14%

SIMON QUICK ADVISORS, LLC

257.73K

Jun 30, 26

0.14%

SEEDS INVESTOR LLC

251.21K

Jun 30, 26

+13.96K

0.13%

ROBINSON CAPITAL MANAGEMENT, LLC

244.35K

Jun 30, 26

+244.35K

0.13%

Golden State Wealth Management, LLC

240.58K

Jun 30, 26

+237.79K

0.13%

Goodman Advisory Group, LLC

224.40K

Jun 30, 26

-20.00K

0.12%

Concurrent Investment Advisors, LLC

223.38K

Jun 30, 26

+58.05K

0.12%

TRAPHAGEN INVESTMENT ADVISORS LLC

219.92K

Jun 30, 26

+1.62K

0.12%

Synergy Investment Management, LLC

216.17K

Jun 30, 26

+71.74K

0.12%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

208.86K

Jun 30, 26

-5.04K

0.11%

Petix & Botte Co

206.21K

Jun 30, 26

+17.73K

0.11%

MGO ONE SEVEN LLC

200.31K

Jun 30, 26

+40.06K

0.11%

Private Advisor Group, LLC

195.00K

Jun 30, 26

-27.88K

0.10%

TRUIST FINANCIAL CORP

194.31K

Jun 30, 26

+13.34K

0.10%

CONFLUENCE INVESTMENT MANAGEMENT LLC

192.71K

Jun 30, 26

-16.07K

0.10%

1900 WEALTH MANAGEMENT LLC

191.59K

Jun 30, 26

-11.09K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

191.57K

Jun 30, 26

+5.10K

0.10%

Skyline Advisors, Inc.

188.51K

Jun 30, 26

+154.46K

0.10%

Quadrant Private Wealth Management, LLC

188.02K

Jun 30, 26

+8.72K

0.10%

Stratos Wealth Partners, LTD.

185.58K

Jun 30, 26

+44.86K

0.10%

Mount Yale Investment Advisors, LLC

183.86K

Jun 30, 26

+5.33K

0.10%

ENTRUST FINANCIAL LLC

180.89K

Jun 30, 26

+11.50K

0.10%

MONETA GROUP INVESTMENT ADVISORS LLC

180.54K

Jun 30, 26

-15.27K

0.10%

EXCEL SECURITIES & ASSOCIATES, INC.

179.81K

Jun 30, 26

+7.86K

0.10%

Connecticut Capital Management Group, LLC

174.72K

Jun 30, 26

+6.74K

0.09%

Quadrature Capital Ltd

170.49K

Jun 30, 26

+170.49K

0.09%

Garden State Investment Advisory Services LLC

169.51K

Jun 30, 26

+109.71K

0.09%

Kestra Advisory Services, LLC

157.37K

Jun 30, 26

+50.16K

0.08%

Clark Capital Management Group, Inc.

153.73K

Jun 30, 26

+540

0.08%

McAdam, LLC

145.30K

Jun 30, 26

-11.80K

0.08%

JONES FINANCIAL COMPANIES LLLP

141.34K

Jun 30, 26

+6.10K

0.08%

PRINCIPAL SECURITIES, INC.

129.56K

Jun 30, 26

+8.28K

0.07%

Keystone Financial Group

128.16K

Jun 30, 26

+1.59K

0.07%

Wright Fund Management, LLC

123.10K

Jun 30, 26

+123.10K

0.07%

CHOREO, LLC

118.54K

Jun 30, 26

-4

0.06%

ShoreHaven Wealth Partners, LLC

110.41K

Jun 30, 26

+7.08K

0.06%

Strategies Wealth Advisors, LLC

106.83K

Jun 30, 26

+96.15K

0.06%

FINANCIAL LIFE ADVISORS

103.74K

Jun 30, 26

+86.32K

0.06%

Cambridge Investment Research Advisors, Inc.

102.42K

Jun 30, 26

+9.21K

0.05%

Meadowbrook Advisors Group, LLC

97.68K

Jun 30, 26

-19.91K

0.05%

Advisory Services Network, LLC

97.15K

Jun 30, 26

+1.87K

0.05%

Collaborative Wealth Managment Inc.

96.09K

Jun 30, 26

+18.84K

0.05%

Leeward Financial Partners, LLC

95.44K

Jun 30, 26

-249

0.05%

Elequin Securities, LLC

94.64K

Jun 30, 26

+28.94K

0.05%

Rochester Wealth Strategies, LLC

94.26K

Jun 30, 26

-7.03K

0.05%

Atria Investments, Inc

91.10K

Jun 30, 26

+553

0.05%

Per Stirling Capital Management, LLC.

90.88K

Jun 30, 26

+11.99K

0.05%

Waverly Advisors, LLC

86.91K

Jun 30, 26

+1.11K

0.05%

Holistic Planning, LLC

83.09K

Jun 30, 26

+83.09K

0.04%

TD PRIVATE CLIENT WEALTH LLC

82.95K

Jun 30, 26

-66.18K

0.04%

Steel Peak Wealth Management LLC

82.93K

Jun 30, 26

-10.93K

0.04%

FIRST FOUNDATION ADVISORS

81.53K

Jun 30, 26

-6.36K

0.04%

First Heartland Consultants, Inc.

78.20K

Jun 30, 26

-3.36K

0.04%

BCGM Wealth Management, LLC

77.38K

Jun 30, 26

+39.10K

0.04%

BETO FINANCIAL GROUP, LLC

76.61K

Jun 30, 26

+43.90K

0.04%

Claro Advisors LLC

75.73K

Jun 30, 26

+13.97K

0.04%

NORTHERN TRUST CORP

70.22K

Jun 30, 26

+70.22K

0.04%

HighTower Advisors, LLC

68.56K

Jun 30, 26

+8.73K

0.04%

SSA SWISS ADVISORS AG

65.28K

Jun 30, 26

-6.50K

0.03%

BlueStem Wealth Partners, LLC

62.78K

Jun 30, 26

+62.78K

0.03%

ANDERSON HOAGLAND & CO

61.55K

Jun 30, 26

-166.85K

0.03%

Janney Montgomery Scott LLC

58.52K

Jun 30, 26

+16.99K

0.03%

Wealth Alliance

58.18K

Jun 30, 26

+10.63K

0.03%

Magnolia Private Wealth, LLC

57.70K

Jun 30, 26

+31.82K

0.03%

Tower Research Capital LLC (TRC)

56.71K

Jun 30, 26

+56.71K

0.03%

BENJAMIN EDWARDS INC

56.25K

Jun 30, 26

+3.11K

0.03%

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

56.17K

Jun 30, 26

+11.14K

0.03%

A4 Wealth Advisors LLC

54.73K

Jun 30, 26

-18.66K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

54.65K

Jun 30, 26

+4.49K

0.03%

Diversify Advisory Services, LLC

54.65K

Jun 30, 26

+54.65K

0.03%

EHRLICH FINANCIAL GROUP

51.69K

Jun 30, 26

-1.34K

0.03%

Ausdal Financial Partners, Inc.

50.80K

Jun 30, 26

+3.26K

0.03%

Pensionmark Financial Group, LLC

50.33K

Jun 30, 26

+367

0.03%

Envestnet Portfolio Solutions, Inc.

50.11K

Jun 30, 26

+13.45K

0.03%

FIDUCIARY TRUST CO

50.00K

Jun 30, 26

0.03%

Creative Planning

48.86K

Jun 30, 26

+6.25K

0.03%

Venture Visionary Partners LLC

47.61K

Jun 30, 26

+47.61K

0.03%

Targeted Financial Services LLC

47.10K

Jun 30, 26

-8.51K

0.03%

FOCUS Wealth Advisors, LLC

46.53K

Jun 30, 26

+104

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

44.28K

Jun 30, 26

+44.28K

0.02%

Merit Financial Group, LLC

43.96K

Jun 30, 26

+116

0.02%

NorthRock Partners, LLC

41.92K

Jun 30, 26

-3.23K

0.02%

ProVise Management Group, LLC

41.79K

Jun 30, 26

+1.01K

0.02%

MAI Capital Management

40.24K

Jun 30, 26

+14

0.02%

Ally Invest Advisors Inc.

39.36K

Jun 30, 26

+2.35K

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

38.46K

Jun 30, 26

+21.50K

0.02%

IFP Advisors, Inc

37.26K

Jun 30, 26

+9.72K

0.02%

FLP Wealth Management, LLC

36.71K

Jun 30, 26

+4.98K

0.02%

Affinity Capital Advisors, LLC

34.63K

Jun 30, 26

+34.63K

0.02%

ASB Consultores, LLC

34.03K

Jun 30, 26

0.02%

KING LUTHER CAPITAL MANAGEMENT CORP

33.60K

Jun 30, 26

0.02%

Ronald Blue Trust, Inc.

33.14K

Jun 30, 26

+2.44K

0.02%

NICOLET BANKSHARES INC

32.38K

Jun 30, 26

-5.12K

0.02%

Colonial River Wealth Management, LLC

32.38K

Jun 30, 26

+8.39K

0.02%

Ducere Wealth Management LLC

31.77K

Jun 30, 26

-467

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

30.35K

Jun 30, 26

+10.25K

0.02%

Keating Financial Advisory Services, Inc.

30.32K

Jun 30, 26

+5.59K

0.02%

BlackRock, Inc.

30.20K

Jun 30, 26

+1.07K

0.02%

Robertson Stephens Wealth Management, LLC

29.20K

Jun 30, 26

0.02%

Wealthcare Advisory Partners LLC

28.60K

Jun 30, 26

+2.56K

0.02%

Bernardo Wealth Planning LLC

27.86K

Jun 30, 26

-7.05K

0.01%

Apeiron RIA LLC

27.82K

Jun 30, 26

+27.82K

0.01%

Sowell Financial Services LLC

27.34K

Jun 30, 26

+94

0.01%

J.W. COLE ADVISORS, INC.

26.81K

Jun 30, 26

+3.99K

0.01%

Wedmont Private Capital

26.16K

Jun 30, 26

0.01%

SAX WEALTH ADVISORS, LLC

26.13K

Jun 30, 26

+26.13K

0.01%

PRIVATE TRUST CO NA

25.54K

Jun 30, 26

+15.82K

0.01%

FF Advisors,LLC

25.14K

Jun 30, 26

0.01%

NOVEM GROUP

24.76K

Jun 30, 26

+24.76K

0.01%

CAPTRUST FINANCIAL ADVISORS

23.93K

Jun 30, 26

-4.77K

0.01%

IFG Advisory, LLC

23.34K

Jun 30, 26

+23.34K

0.01%

Advisory Alpha, LLC

23.00K

Jun 30, 26

-633

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

22.98K

Jun 30, 26

+385

0.01%

Crews Bank & Trust

22.82K

Jun 30, 26

-2.70K

0.01%

VisionPoint Advisory Group, LLC

22.02K

Jun 30, 26

+22.02K

0.01%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

21.95K

Jun 30, 26

-5.07K

0.01%

MRP Capital Investments, LLC

21.86K

Jun 30, 26

0.01%

Integrated Wealth Management

20.32K

Jun 30, 26

+20.32K

0.01%

Brinker Capital Investments, LLC

20.19K

Jun 30, 26

-948

0.01%

Arkadios Wealth Advisors

20.09K

Jun 30, 26

+8.96K

0.01%

PFW Advisors LLC

19.55K

Jun 30, 26

0.01%

Mariner, LLC

19.52K

Jun 30, 26

+19.52K

0.01%

Ackerman Capital Advisors, LLC

18.86K

Jun 30, 26

-380

0.01%

TITLEIST ASSET MANAGEMENT, LLC

18.37K

Jun 30, 26

+6.79K

0.01%

Revisor Wealth Management LLC

18.34K

Jun 30, 26

+1.41K

0.01%

Advisory Resource Group

18.23K

Jun 30, 26

+207

0.01%

OLD MISSION CAPITAL LLC

18.09K

Jun 30, 26

+18.09K

0.01%

COURIER CAPITAL LLC

18.02K

Jun 30, 26

0.01%

Vectors Research Management, LLC

18.02K

Jun 30, 26

0.01%

PKS Advisory Services, LLC

17.95K

Jun 30, 26

+17.95K

0.01%

KFA Private Wealth Group, LLC

17.90K

Jun 30, 26

-1.44K

0.01%

FMR LLC

17.44K

Jun 30, 26

+5.89K

0.01%

Sepio Capital, LP

17.41K

Jun 30, 26

+74

0.01%

Melone Private Wealth, LLC

17.31K

Jun 30, 26

+2.21K

0.01%

Town Capital LLC

17.20K

Jun 30, 26

+17.20K

0.01%

Coastal Bridge Advisors, LLC

16.97K

Jun 30, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.66K

Jun 30, 26

+1.09K

0.01%

Thomasville National Bank

16.60K

Jun 30, 26

+16.60K

0.01%

Schwallier Wealth Management LLC

16.49K

Jun 30, 26

+1.61K

0.01%

Tyche Wealth Partners LLC

16.49K

Jun 30, 26

-11.43K

0.01%

Sanchez Gaunt Capital Management, LLC

16.15K

Jun 30, 26

+307

0.01%

Capital Analysts, LLC

16.14K

Jun 30, 26

+2.83K

0.01%

Dynamic Advisor Solutions LLC

15.95K

Jun 30, 26

-3.63K

0.01%

First Citizens Financial Corp

15.93K

Jun 30, 26

+3.92K

0.01%

CURTIS WEALTH MANAGEMENT LLC

15.65K

Jun 30, 26

+6.54K

0.01%

Integrity Advisory Solutions, LLC

15.45K

Jun 30, 26

0.01%

Wiser Advisor Group LLC

15.27K

Jun 30, 26

-1.42K

0.01%

Gladstone Institutional Advisory LLC

14.79K

Jun 30, 26

-1.50K

0.01%

American Institute for Advanced Investment Management, LLP

14.77K

Jun 30, 26

0.01%

COMMERCE BANK

14.57K

Jun 30, 26

0.01%

SILVER OAK SECURITIES, INCORPORATED

14.54K

Jun 30, 26

-245

0.01%

Unify Financial Advisors

14.44K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.13K

Jun 30, 26

+14.13K

0.01%

Ballast Rock Private Wealth LLC

14.00K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

13.68K

Jun 30, 26

+243

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.65K

Jun 30, 26

+8.21K

0.01%

Equitable Holdings, Inc.

13.55K

Jun 30, 26

+13.55K

0.01%

Gateway Wealth Partners, LLC

13.53K

Jun 30, 26

-5.28K

0.01%

Daviman Financial, LLC

13.28K

Jun 30, 26

+13.28K

0.01%

FIRST TRUST ADVISORS LP

13.19K

Jun 30, 26

+205

0.01%

CAP Partners, LLC

13.15K

Jun 30, 26

+119

0.01%

IMG Wealth Management, Inc.

12.95K

Jun 30, 26

+7.80K

0.01%

Tempus Wealth Planning, LLC

12.81K

Jun 30, 26

-80

0.01%

Rede Wealth, LLC

12.78K

Jun 30, 26

+12.78K

0.01%

HARMONY ASSET MANAGEMENT LLC

12.65K

Jun 30, 26

+900

0.01%

B. Riley Wealth Advisors, Inc.

12.34K

Jun 30, 26

+2.19K

0.01%

Mascoma Wealth Management LLC

12.25K

Jun 30, 26

+24

0.01%

Alaska Wealth Advisors

12.24K

Jun 30, 26

0.01%

HRT FINANCIAL LP

12.21K

Jun 30, 26

+12.21K

0.01%

Range Advisory, LLC

12.17K

Jun 30, 26

+12.17K

0.01%

Steward Partners Investment Advisory, LLC

12.12K

Jun 30, 26

-10.28K

0.01%

NewEdge Wealth, LLC

12.07K

Jun 30, 26

+1.70K

0.01%

KWMG, LLC

12.04K

Jun 30, 26

-1.05K

0.01%

Tandem Financial, LLC

11.97K

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

11.76K

Jun 30, 26

+11.76K

0.01%

Pinnacle Financial Partners, Inc.

11.34K

Jun 30, 26

+272

0.01%

Resources Investment Advisors, LLC.

11.25K

Jun 30, 26

+11.25K

0.01%

Meridian Wealth Management, LLC

11.25K

Jun 30, 26

0.01%

Alapocas Investment Partners, Inc.

11.16K

Jun 30, 26

+11.16K

0.01%

Andrew Hill Investment Advisors, Inc.

11.00K

Jun 30, 26

+11.00K

0.01%

CALTON & ASSOCIATES, INC.

10.88K

Jun 30, 26

-8.16K

0.01%

Cerity Partners LLC

10.78K

Jun 30, 26

-18.47K

0.01%

Capstone Financial Advisors, Inc.

10.67K

Jun 30, 26

+99

0.01%

Annex Advisory Services, LLC

10.52K

Jun 30, 26

-8.06K

0.01%

Crusonia Wealth Advisors LLC

10.46K

Jun 30, 26

+10.46K

0.01%

LIBERTY SQUARE WEALTH PARTNERS LLC

10.44K

Jun 30, 26

0.01%

Parcion Private Wealth LLC

10.10K

Jun 30, 26

-1.44K

0.01%

INVESTED ADVISORS

10.00K

Jun 30, 26

0.01%

CULLEN/FROST BANKERS, INC.

10.00K

Jun 30, 26

-2.37K

0.01%

Bridgewater Advisors Inc.

10.00K

Jun 30, 26

0.01%

Key Capital Management, INC

9.93K

Jun 30, 26

+5.57K

0.01%

Procyon Advisors, LLC

9.90K

Jun 30, 26

-108

0.01%

Mayflower Financial Advisors, LLC

9.82K

Jun 30, 26

-125

0.01%

Lifeworks Advisors, LLC

9.82K

Jun 30, 26

-1.20K

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

9.81K

Jun 30, 26

-412

0.01%

Fortis Capital Advisors, LLC

9.79K

Jun 30, 26

-299

0.01%

Belpointe Asset Management LLC

9.79K

Jun 30, 26

-299

0.01%

WealthBridge Capital Management, LLC

9.79K

Jun 30, 26

+39

0.01%

Modern Wealth Management, LLC

9.73K

Jun 30, 26

+9.73K

0.01%

CFO4Life Group, LLC

9.70K

Jun 30, 26

+9.70K

0.01%

TSFG, LLC

9.62K

Jun 30, 26

+9.62K

0.01%

Cornerstone Wealth Management, LLC

9.51K

Jun 30, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

9.49K

Jun 30, 26

0.01%

Centennial Advisors, LLC

9.41K

Jun 30, 26

+241

0.01%

Kingdom Financial Group LLC.

9.23K

Jun 30, 26

+88

0.00%

Mutual Advisors, LLC

9.08K

Jun 30, 26

+9.08K

0.00%

PATRON PARTNERS, LLC

8.99K

Jun 30, 26

-1.56K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

8.99K

Jun 30, 26

+8.99K

0.00%

OpenArc Corporate Advisory, LLC

8.98K

Jun 30, 26

-5.82K

0.00%

Advyzon Investment Management, LLC

8.89K

Jun 30, 26

+8.89K

0.00%

Vontobel Holding Ltd.

8.89K

Jun 30, 26

0.00%

Venturi Wealth Management, LLC

8.77K

Jun 30, 26

-25

0.00%

Total Clarity Wealth Management, Inc.

8.73K

Jun 30, 26

+8.73K

0.00%

James J. Burns & Company, LLC

8.58K

Jun 30, 26

-641

0.00%

Spire Wealth Management

8.50K

Jun 30, 26

+680

0.00%

Farther Finance Advisors, LLC

6.90K

Jun 30, 26

-1.85K

0.00%

CX Institutional

6.52K

Jun 30, 26

-9.34K

0.00%

FIRST UNITED BANK & TRUST

6.29K

Jun 30, 26

-2.67K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.12K

Jun 30, 26

+675

0.00%

Aptus Capital Advisors, LLC

5.38K

Jun 30, 26

0.00%

Ancora Advisors, LLC

5.09K

Jun 30, 26

-522

0.00%

Capital Investment Advisory Services, LLC

4.69K

Jun 30, 26

+97

0.00%

Greykasell Wealth Strategies, Inc.

4.64K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

4.60K

Jun 30, 26

+4.42K

0.00%

Independence Bank of Kentucky

4.59K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

3.92K

Jun 30, 26

+922

0.00%

Signature Equity Partners, LLC

3.83K

Jun 30, 26

-3.81K

0.00%

MASSMUTUAL TRUST CO FSB/ADV

3.77K

Jun 30, 26

+10

0.00%

RICHARDSON FINANCIAL SERVICES INC.

3.60K

Jun 30, 26

-935

0.00%

Global Retirement Partners, LLC

3.32K

Jun 30, 26

+3.32K

0.00%

Wealth Enhancement Trust Services, Inc.

3.26K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

2.96K

Jun 30, 26

+15

0.00%

Westside Investment Management, Inc.

2.50K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

2.45K

Jun 30, 26

0.00%

AlphaCore Capital LLC

2.43K

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

2.18K

Jun 30, 26

+1.98K

0.00%

GeoWealth Management, LLC

2.02K

Jun 30, 26

+2.02K

0.00%

Centennial Bank/AR/

2.02K

Jun 30, 26

-114

0.00%

Coston, McIsaac & Partners

1.76K

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

1.73K

Jun 30, 26

-7.42K

0.00%

LGT Financial Advisors LLC

1.65K

Jun 30, 26

+26

0.00%

Winthrop Capital Management, LLC

1.63K

Jun 30, 26

0.00%

United Financial Planning Group LLC

1.48K

Jun 30, 26

+166

0.00%

HUNTINGTON NATIONAL BANK

1.33K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.32K

Jun 30, 26

-119

0.00%

Larson Financial Group LLC

1.29K

Jun 30, 26

+12

0.00%

Rossby Financial, LCC

1.20K

Jun 30, 26

+1.11K

0.00%

FRANKLIN RESOURCES INC

1.00K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

1.00K

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

1.00K

Jun 30, 26

0.00%

First PREMIER Bank

1.00K

Jun 30, 26

0.00%

Vision Retirement, LLC

878

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

824

Jun 30, 26

+718

0.00%

Godfrey Financial Associates, Inc.

810

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

742

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

697

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

616

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

602

Jun 30, 26

+602

0.00%

Bogart Wealth, LLC

549

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

500

Jun 30, 26

+500

0.00%

Elevated Capital Advisors, LLC

496

Jun 30, 26

+250

0.00%

Smartleaf Asset Management LLC

430

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

364

Jun 30, 26

-422

0.00%

Institute for Wealth Management, LLC.

335

Jun 30, 26

+335

0.00%

SIGNATUREFD, LLC

277

Jun 30, 26

0.00%

Versant Capital Management, Inc

258

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

187

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

176

Jun 30, 26

+176

0.00%

Clearstead Advisors, LLC

132

Jun 30, 26

+132

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Brooklyn FI, LLC

Jun 30, 26

+39

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Innovative Asset Advisors Group, LLC

Jun 30, 26

-495

Independent Advisor Alliance

Jun 30, 26

-270.86K

Addison Advisors LLC

Jun 30, 26

-7.09K

POM Investment Strategies, LLC

Jun 30, 26

-216

Western Wealth Management, LLC

Jun 30, 26

-4.76K

HighPoint Advisor Group LLC

Jun 30, 26

-9.77K

Cadia Private Client LLC

Jun 30, 26

-9.14K

FINANCIAL CONSULATE, INC

Jun 30, 26

-37

Banque Transatlantique SA

Jun 30, 26

-88

Grantham, Mayo, Van Otterloo & Co. LLC

Jun 30, 26

-74.87K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-389.80K

Oakworth Capital, Inc.

Jun 30, 26

-12.29K

Parkside Financial Bank & Trust

Jun 30, 26

-3.27K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-93.30K

UMB Bank, n.a.

Jun 30, 26

-34.64K

STEPHENS INC /AR/

Jun 30, 26

-19.03K

Richard Bernstein Advisors LLC

9.10M

Mar 31, 26

+6.06M

4.85%

EXENCIAL WEALTH ADVISORS, LLC

260.39K

Mar 31, 26

+237.41K

0.14%

Northeast Financial Group, Inc.

65.60K

Mar 31, 26

-25.64K

0.03%

U.S. Capital Wealth Advisors, LLC

31.82K

Mar 31, 26

+31.82K

0.02%

Leo Wealth, LLC

12.28K

Mar 31, 26

-750

0.01%

CWM, LLC

2.51K

Mar 31, 26

+2.13K

0.00%

COMERICA BANK

268.42K

Dec 31, 25

+2.84K

0.14%

MidWestOne Financial Group, Inc.

45.26K

Dec 31, 25

0.02%

Running Point Capital Advisors, LLC

27.79K

Dec 31, 25

-8.18K

0.01%

Passumpsic Savings Bank

11.79K

Dec 31, 25

+11.79K

0.01%

High Falls Advisors, Inc

9.85K

Dec 31, 25

0.01%

New Millennium Group LLC

3.98K

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

10.97K

Sep 30, 25

+10.97K

0.01%

Pineridge Advisors LLC

5.71K

Sep 30, 25

-155

0.00%

DOHJ, LLC

102.23K

Jun 30, 25

+86.49K

0.05%

AVANTAX ADVISORY SERVICES, INC.

10.16K

Jun 30, 25

+10.16K

0.01%

Iron Horse Wealth Management, LLC

189

Jun 30, 25

+87

0.00%

Proquility Private Wealth Partners, LLC

300.40K

Mar 31, 25

+206.81K

0.16%

Aveo Capital Partners, LLC

204.89K

Mar 31, 25

-6.89K

0.11%

Orion Portfolio Solutions, LLC

10.19K

Mar 31, 25

0.01%

Kolinsky Wealth Management, LLC

20.66K

Dec 31, 24

+3.58K

0.01%

Raymond James Financial Services Advisors, Inc.

282.66K

Sep 30, 24

+35.87K

0.15%

RAYMOND JAMES & ASSOCIATES

276.52K

Sep 30, 24

-5.86K

0.15%

Kowal Investment Group, LLC

63.36K

Sep 30, 24

-742

0.03%

RAYMOND JAMES TRUST N.A.

36.54K

Sep 30, 24

-1.78K

0.02%

Brophy Wealth Management, LLC

20.05K

Sep 30, 24

+20.05K

0.01%

First Personal Financial Services

Sep 30, 24

-2.35K

Cetera Advisor Networks LLC

179.26K

Mar 31, 24

+27.10K

0.10%

Cetera Advisors LLC

72.93K

Mar 31, 24

+46.45K

0.04%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

16.69K

Mar 31, 24

+16.69K

0.01%

StrategIQ Financial Group, LLC

63.17K

Dec 31, 23

-3.75K

0.03%

Baystate Wealth Management LLC

502

Dec 31, 23

+502

0.00%

COMERICA SECURITIES,INC.

43.05K

Sep 30, 23

+4.28K

0.02%

ADVISOR PARTNERS II, LLC

Sep 30, 23

-26.45K

PFS INVESTMENTS INC.

368.74K

Jun 30, 23

+192.69K

0.20%

BerganKDV Wealth Management, LLC

20.82K

Jun 30, 23

-183

0.01%

BANK OF THE WEST

9.99K

Dec 31, 22

0.01%

CAPRIN ASSET MANAGEMENT LLC /ADV

1.59K

Dec 31, 22

+1.59K

0.00%

American Portfolios Advisors

56.02K

Sep 30, 22

+1.48K

0.03%

Danda Trouve Investment Management, Inc.

1.14K

Sep 30, 22

+10

0.00%

FourThought Financial, LLC

1.10K

Sep 30, 22

0.00%

Fieldpoint Private Securities, LLC

49.84K

Jun 30, 22

-2.65K

0.03%

KerberRose Wealth Management, LLC

10.62K

Jun 30, 22

+10.62K

0.01%

Carroll Financial Associates, Inc.

400

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

410.15K

Sep 30, 21

+8.48K

0.22%

Cardan Capital Partners, LLC

66.89K

Sep 30, 21

+669

0.04%

PNC Managed Account Solutions, Inc.

1.16K

Jun 30, 21

+1.16K

0.00%

First Allied Advisory Services, Inc.

72.26K

Sep 30, 20

-1.61K

0.04%

Watson Rebecca

44.56K

Sep 30, 20

+248

0.02%

NewDay Solutions, LLC

Jun 30, 20

-41.24K

Advisor Group, Inc.

389.51K

Dec 31, 19

+41.69K

0.21%

LADENBURG THALMANN FINANCIAL SERVICES INC.

213.23K

Dec 31, 19

+27.42K

0.11%

CAPITAL ONE, NATIONAL ASSOCIATION

10.91K

Dec 31, 19

+10.91K

0.01%

BB&T SECURITIES, LLC

38.25K

Sep 30, 19

+441

0.02%

MRA Associates USA LLC

11.57K

Sep 30, 19

-6.67K

0.01%

Sound View Wealth Advisors, LLC

13.04K

Mar 31, 19

0.01%

Live Your Vision, LLC

2.00K

Mar 31, 19

+1.00K

0.00%