iShares MSCI USA Quality Factor ETF(QUAL)

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QUAL(QUAL)

QUAL

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Holder

Date

Change

% Held

FMR LLC

19.51M

Jun 30, 26

+1.43M

9.19%

LPL Financial LLC

13.34M

Jun 30, 26

-2.82M

6.28%

BANK OF AMERICA CORP /DE/

8.49M

Jun 30, 26

-256.30K

4.00%

MORGAN STANLEY

7.76M

Jun 30, 26

-1.30M

3.66%

ENVESTNET ASSET MANAGEMENT INC

7.56M

Jun 30, 26

-10.21M

3.56%

PNC FINANCIAL SERVICES GROUP, INC.

5.71M

Jun 30, 26

-425.69K

2.69%

AMERIPRISE FINANCIAL INC

4.90M

Jun 30, 26

-521.10K

2.31%

WELLS FARGO & COMPANY/MN

3.86M

Jun 30, 26

-112.82K

1.82%

Cerity Partners LLC

3.85M

Jun 30, 26

-146.07K

1.82%

UBS Group AG

3.55M

Jun 30, 26

-220.65K

1.67%

Orgel Wealth Management, LLC

3.36M

Jun 30, 26

+65.53K

1.58%

Facet Wealth, Inc.

3.30M

Jun 30, 26

+334.23K

1.55%

M&T BANK CORP

3.07M

Jun 30, 26

+209.92K

1.44%

Ronald Blue Trust, Inc.

2.71M

Jun 30, 26

+15.30K

1.28%

JPMORGAN CHASE & CO

2.40M

Jun 30, 26

-1.79M

1.13%

KEYBANK NATIONAL ASSOCIATION/OH

2.29M

Jun 30, 26

-233.24K

1.08%

BlackRock, Inc.

1.89M

Jun 30, 26

-1.23M

0.89%

Haverford Trust Co

1.83M

Jun 30, 26

+53.41K

0.86%

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

1.79M

Jun 30, 26

+27.76K

0.85%

RAYMOND JAMES FINANCIAL INC

1.70M

Jun 30, 26

-200.21K

0.80%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.61M

Jun 30, 26

-287.74K

0.76%

ROYAL BANK OF CANADA

1.60M

Jun 30, 26

-181.65K

0.75%

Colony Group, LLC

1.48M

Jun 30, 26

-923.22K

0.70%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.44M

Jun 30, 26

-57.82K

0.68%

Sixth Street Partners Management Company, L.P.

1.44M

Jun 30, 26

+1.44M

0.68%

HighTower Advisors, LLC

1.35M

Jun 30, 26

-1.33K

0.64%

Wharton Business Group, LLC

1.17M

Jun 30, 26

-34.55K

0.55%

MERCER GLOBAL ADVISORS INC /ADV

1.16M

Jun 30, 26

-2.54K

0.55%

Jupiter Topco LLC

1.06M

Jun 30, 26

+1.06M

0.50%

SNS Financial Group, LLC

1.05M

Jun 30, 26

+266.53K

0.49%

COMMONWEALTH EQUITY SERVICES, LLC

1.01M

Jun 30, 26

-331.11K

0.48%

MML INVESTORS SERVICES, LLC

998.94K

Jun 30, 26

-418.72K

0.47%

Cetera Investment Advisers

978.39K

Jun 30, 26

-595.66K

0.46%

Connecticut Wealth Management, LLC

975.10K

Jun 30, 26

-10.79K

0.46%

Integrated Wealth Concepts LLC

916.82K

Jun 30, 26

+131.77K

0.43%

Foster Group, Inc.

765.91K

Jun 30, 26

+15.61K

0.36%

ADVISOR GROUP HOLDINGS, INC.

674.51K

Jun 30, 26

-133.07K

0.32%

WILEY BROS.-AINTREE CAPITAL, LLC

653.31K

Jun 30, 26

-12.40K

0.31%

Beacon Pointe Advisors, LLC

627.29K

Jun 30, 26

+278.29K

0.30%

D.A. DAVIDSON & CO.

615.67K

Jun 30, 26

+10.08K

0.29%

Unison Advisors LLC

612.29K

Jun 30, 26

+9.07K

0.29%

Kestra Investment Management, LLC

593.90K

Jun 30, 26

-336.76K

0.28%

Sage Mountain Advisors LLC

575.64K

Jun 30, 26

-1.96K

0.27%

COLDSTREAM CAPITAL MANAGEMENT INC

563.37K

Jun 30, 26

-546.74K

0.27%

SCS Capital Management LLC

552.89K

Jun 30, 26

-244.26K

0.26%

Mariner, LLC

546.04K

Jun 30, 26

-108.81K

0.26%

JOHNSON INVESTMENT COUNSEL INC

539.97K

Jun 30, 26

+36.99K

0.25%

Savant Capital, LLC

530.64K

Jun 30, 26

-6.29K

0.25%

HOWARD FINANCIAL SERVICES, LTD.

513.56K

Jun 30, 26

+10.69K

0.24%

Equitable Holdings, Inc.

510.43K

Jun 30, 26

-6.90K

0.24%

JONES FINANCIAL COMPANIES LLLP

479.25K

Jun 30, 26

+46.35K

0.23%

SAX WEALTH ADVISORS, LLC

465.97K

Jun 30, 26

+5.32K

0.22%

STIFEL FINANCIAL CORP

449.02K

Jun 30, 26

-1.18M

0.21%

Prime Capital Investment Advisors, LLC

437.14K

Jun 30, 26

-22.30K

0.21%

PINNACLE ASSOCIATES LTD

434.13K

Jun 30, 26

+4.66K

0.20%

STATE OF MICHIGAN RETIREMENT SYSTEM

419.65K

Jun 30, 26

+95.10K

0.20%

Valence8 US LP

412.06K

Jun 30, 26

+74.72K

0.19%

Baker Avenue Asset Management, LP

407.27K

Jun 30, 26

-16.91K

0.19%

Kestra Advisory Services, LLC

401.18K

Jun 30, 26

-42.19K

0.19%

CAPTRUST FINANCIAL ADVISORS

398.83K

Jun 30, 26

-3.61K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

376.57K

Jun 30, 26

-242.86K

0.18%

Rockefeller Capital Management L.P.

370.96K

Jun 30, 26

-30.48K

0.17%

Cambridge Investment Research Advisors, Inc.

358.46K

Jun 30, 26

-103.27K

0.17%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

356.38K

Jun 30, 26

-99.40K

0.17%

Bank of New York Mellon Corp

350.94K

Jun 30, 26

-505.16K

0.17%

Cresset Asset Management, LLC

340.79K

Jun 30, 26

+1.04K

0.16%

Schoolcraft Capital LLC

339.83K

Jun 30, 26

-6.17K

0.16%

Modern Wealth Management, LLC

332.27K

Jun 30, 26

-121.77K

0.16%

True Link Financial Advisors, LLC

323.64K

Jun 30, 26

+3.03K

0.15%

Janney Montgomery Scott LLC

314.81K

Jun 30, 26

-550.40K

0.15%

Horizon Investments, LLC

311.99K

Jun 30, 26

-8.00K

0.15%

LANDAAS & CO /WI /ADV

310.82K

Jun 30, 26

+2.79K

0.15%

Qube Research & Technologies Ltd

304.07K

Jun 30, 26

+188.99K

0.14%

Miracle Mile Advisors, LLC

289.32K

Jun 30, 26

-11.43K

0.14%

Pinnacle Wealth Management Advisory Group, LLC

288.91K

Jun 30, 26

+5.77K

0.14%

Sanctuary Advisors, LLC

284.79K

Jun 30, 26

-319.52K

0.13%

Baron Wealth Management LLC

281.84K

Jun 30, 26

+1.10K

0.13%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

279.97K

Jun 30, 26

-8.79K

0.13%

Strategies Wealth Advisors, LLC

277.04K

Jun 30, 26

-35.77K

0.13%

BRYN MAWR TRUST Co

275.09K

Jun 30, 26

-29.05K

0.13%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

253.90K

Jun 30, 26

-14.28K

0.12%

NewEdge Advisors, LLC

248.76K

Jun 30, 26

-483.93K

0.12%

Millburn Ridgefield Corp

248.18K

Jun 30, 26

-1.50K

0.12%

Catalyst Capital Advisors LLC

248.18K

Jun 30, 26

-1.50K

0.12%

Kathmere Capital Management, LLC

246.26K

Jun 30, 26

+9.95K

0.12%

Helen Stephens Group, LLC

244.75K

Jun 30, 26

+17.08K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

243.75K

Jun 30, 26

-30.47K

0.11%

Apollon Wealth Management, LLC

238.44K

Jun 30, 26

-28.20K

0.11%

Private Advisor Group, LLC

238.30K

Jun 30, 26

-166.51K

0.11%

Steward Partners Investment Advisory, LLC

235.18K

Jun 30, 26

-53.95K

0.11%

Resources Investment Advisors, LLC.

232.61K

Jun 30, 26

-458.52K

0.11%

Baird Financial Group, Inc.

231.04K

Jun 30, 26

-11.88K

0.11%

PARK AVENUE SECURITIES LLC

221.92K

Jun 30, 26

-879.83K

0.10%

Creative Planning

220.48K

Jun 30, 26

+84.90K

0.10%

Wealth Group Ltd

215.91K

Jun 30, 26

+6.29K

0.10%

MCF Advisors LLC

211.45K

Jun 30, 26

-3

0.10%

AlphaCore Capital LLC

210.32K

Jun 30, 26

+4.10K

0.10%

SlateStone Wealth, LLC

206.34K

Jun 30, 26

+3.69K

0.10%

Vestmark Advisory Solutions, Inc.

204.63K

Jun 30, 26

+43.08K

0.10%

GOLDMAN SACHS GROUP INC

202.43K

Jun 30, 26

-209.09K

0.10%

Mount Yale Investment Advisors, LLC

201.24K

Jun 30, 26

+24.61K

0.09%

CI Private Wealth, LLC

200.26K

Jun 30, 26

-443.01K

0.09%

TD Capital Management LLC

192.17K

Jun 30, 26

-4.21K

0.09%

Foundations Investment Advisors, LLC

191.55K

Jun 30, 26

-406.11K

0.09%

Pure Financial Advisors, LLC

191.32K

Jun 30, 26

-3.80K

0.09%

1900 WEALTH MANAGEMENT LLC

190.28K

Jun 30, 26

-1.75K

0.09%

Clearstead Advisors, LLC

185.10K

Jun 30, 26

-12.52K

0.09%

ALLIANCEBERNSTEIN L.P.

182.40K

Jun 30, 26

+53.17K

0.09%

GLENMEDE TRUST CO NA

181.22K

Jun 30, 26

-34.75K

0.09%

Sowell Financial Services LLC

177.72K

Jun 30, 26

+1.80K

0.08%

CFO4Life Group, LLC

175.89K

Jun 30, 26

+601

0.08%

Merit Financial Group, LLC

173.17K

Jun 30, 26

-328.73K

0.08%

MA Private Wealth

173.02K

Jun 30, 26

+3.38K

0.08%

Symmetry Partners, LLC

172.74K

Jun 30, 26

+7.53K

0.08%

Armbruster Capital Management, Inc.

171.93K

Jun 30, 26

+1.60K

0.08%

US BANCORP \DE\

170.14K

Jun 30, 26

-11.90K

0.08%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

168.87K

Jun 30, 26

+617

0.08%

FRANKLIN RESOURCES INC

166.53K

Jun 30, 26

-2.19K

0.08%

Capital Advisors, Ltd. LLC

165.29K

Jun 30, 26

-3.34K

0.08%

Lineweaver Wealth Advisors, LLC

157.26K

Jun 30, 26

+3.54K

0.07%

ARS Wealth Advisors Group, LLC

156.05K

Jun 30, 26

-3.83K

0.07%

Annandale Capital, LLC

155.66K

Jun 30, 26

+8.08K

0.07%

Boulder Wealth Advisors, LLC

154.58K

Jun 30, 26

+3.90K

0.07%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

153.03K

Jun 30, 26

0.07%

CENTAURUS FINANCIAL, INC.

151.97K

Jun 30, 26

+757

0.07%

Aptus Capital Advisors, LLC

150.80K

Jun 30, 26

+1.94K

0.07%

Family Management Corp

149.09K

Jun 30, 26

-6.25K

0.07%

Dynasty Wealth Management, LLC

147.26K

Jun 30, 26

-6.07K

0.07%

Parallel Advisors, LLC

146.50K

Jun 30, 26

+508

0.07%

Pinnacle Financial Partners, Inc.

144.54K

Jun 30, 26

-3.35K

0.07%

Stratos Wealth Partners, LTD.

141.79K

Jun 30, 26

+3.61K

0.07%

LIBERTY WEALTH MANAGEMENT LLC

139.99K

Jun 30, 26

0.07%

Farther Finance Advisors, LLC

139.89K

Jun 30, 26

-61.25K

0.07%

BITTERROOT CAPITAL ADVISORS LLC

139.53K

Jun 30, 26

0.07%

Lido Advisors, LLC

138.78K

Jun 30, 26

+4.04K

0.07%

Heck Capital Advisors, LLC

138.43K

Jun 30, 26

-8.68K

0.07%

BOK Financial Private Wealth, Inc.

137.75K

Jun 30, 26

-2.04K

0.06%

Centerpoint Advisors, LLC

134.23K

Jun 30, 26

+949

0.06%

RVW Wealth, LLC

131.90K

Jun 30, 26

+417

0.06%

Bryn Mawr Capital Management, LLC

130.97K

Jun 30, 26

-11.92K

0.06%

GW HENSSLER & ASSOCIATES LTD

130.90K

Jun 30, 26

+508

0.06%

CHOREO, LLC

130.09K

Jun 30, 26

-6.08K

0.06%

Aventus Investment Advisors, Inc.

128.03K

Jun 30, 26

+2.13K

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

125.48K

Jun 30, 26

-139.03K

0.06%

Envestnet Portfolio Solutions, Inc.

124.36K

Jun 30, 26

-890.58K

0.06%

FIFTH THIRD BANCORP

124.05K

Jun 30, 26

-13.95K

0.06%

Client First Capital LLC

123.31K

Jun 30, 26

0.06%

Waverly Advisors, LLC

122.91K

Jun 30, 26

-11.40K

0.06%

Tanglewood Wealth Management, Inc.

120.14K

Jun 30, 26

-748

0.06%

Summit Wealth Partners, LLC

118.59K

Jun 30, 26

-6.18K

0.06%

IHT Wealth Management, LLC

118.52K

Jun 30, 26

-89.24K

0.06%

Betterment LLC

118.20K

Jun 30, 26

+15.13K

0.06%

CAHILL FINANCIAL ADVISORS INC

117.28K

Jun 30, 26

+2.10K

0.06%

Meridian Wealth Partners, LLC

115.00K

Jun 30, 26

+1.59K

0.05%

Financial Partners Group, Inc

112.09K

Jun 30, 26

+4.84K

0.05%

MCMORGAN & CO LLC

111.78K

Jun 30, 26

-4.99K

0.05%

360 Financial, Inc.

111.60K

Jun 30, 26

+1.78K

0.05%

Jefferies Financial Group Inc.

110.37K

Jun 30, 26

+9.21K

0.05%

REGATTA CAPITAL GROUP, LLC

110.19K

Jun 30, 26

+2.23K

0.05%

SRS Capital Advisors, Inc.

110.05K

Jun 30, 26

+55.74K

0.05%

TWO SIGMA INVESTMENTS, LP

109.80K

Jun 30, 26

+18.50K

0.05%

Ameritas Advisory Services, LLC

109.15K

Jun 30, 26

+2.44K

0.05%

NewEdge Wealth, LLC

109.10K

Jun 30, 26

-6.39K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

108.44K

Jun 30, 26

+8.02K

0.05%

TOBIAS FINANCIAL ADVISORS, INC.

106.77K

Jun 30, 26

+1.07K

0.05%

Cardinal Strategic Wealth Guidance

106.28K

Jun 30, 26

-49.49K

0.05%

Strategic Point Investment Advisors, LLC

105.85K

Jun 30, 26

+1.46K

0.05%

Buckingham Strategic Partners

103.93K

Jun 30, 26

-2.02K

0.05%

CITADEL ADVISORS LLC

103.87K

Jun 30, 26

+7.40K

0.05%

STEPHENS INC /AR/

102.34K

Jun 30, 26

-246

0.05%

Sequoia Financial Advisors, LLC

101.26K

Jun 30, 26

-4.03K

0.05%

Legacy Edge Advisors, LLC

100.80K

Jun 30, 26

-44

0.05%

PRINCIPAL SECURITIES, INC.

100.53K

Jun 30, 26

-10.10K

0.05%

Allworth Financial LP

99.34K

Jun 30, 26

-3.77K

0.05%

Strategic Blueprint, LLC

98.93K

Jun 30, 26

-38.56K

0.05%

AGF MANAGEMENT LTD

98.49K

Jun 30, 26

-20.34K

0.05%

Weaver Consulting Group

96.29K

Jun 30, 26

-1.82K

0.05%

AQR CAPITAL MANAGEMENT LLC

95.78K

Jun 30, 26

+25.05K

0.05%

TRB Wealth Management, LLC

95.65K

Jun 30, 26

-7.85K

0.05%

TCG Advisory Services, LLC

93.67K

Jun 30, 26

+7.91K

0.04%

UMB Bank, n.a.

93.04K

Jun 30, 26

-30.60K

0.04%

Van Hulzen Asset Management, LLC

92.65K

Jun 30, 26

-9.94K

0.04%

TUDOR INVESTMENT CORP ET AL

92.49K

Jun 30, 26

+37.57K

0.04%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

91.97K

Jun 30, 26

-6.81K

0.04%

Ashton Thomas Private Wealth, LLC

91.88K

Jun 30, 26

-17.52K

0.04%

Vise Technologies, Inc.

91.64K

Jun 30, 26

+34.13K

0.04%

Quantinno Capital Management LP

91.62K

Jun 30, 26

+16.99K

0.04%

Elevated Financial Group LLC

90.59K

Jun 30, 26

+7.51K

0.04%

CABOT WEALTH MANAGEMENT INC

90.30K

Jun 30, 26

+35.00K

0.04%

Center for Financial Planning, Inc.

89.82K

Jun 30, 26

-751

0.04%

Tradewinds, LLC.

89.61K

Jun 30, 26

+89.61K

0.04%

Gladstone Institutional Advisory LLC

87.33K

Jun 30, 26

+4.74K

0.04%

SHUFRO ROSE & CO LLC

84.34K

Jun 30, 26

+2.13K

0.04%

AdvisorShares Investments LLC

82.79K

Jun 30, 26

-282.99K

0.04%

Trinity Wealth Management, LLC

82.69K

Jun 30, 26

-9.55K

0.04%

Well Done, LLC

81.84K

Jun 30, 26

-657

0.04%

Wealthspire Advisors, LLC

81.12K

Jun 30, 26

-2.19K

0.04%

MB Generational Wealth, LLC

80.75K

Jun 30, 26

-815

0.04%

Lutz Financial Services LLC

80.64K

Jun 30, 26

-261

0.04%

J. Mark Nickell & Co.

80.18K

Jun 30, 26

+2.88K

0.04%

Fragasso Group Inc.

79.81K

Jun 30, 26

-22.80K

0.04%

Journey Advisory Group, LLC

79.36K

Jun 30, 26

-873

0.04%

Prosperity Consulting Group, LLC

78.91K

Jun 30, 26

-186.16K

0.04%

Sharkey, Howes & Javer

77.80K

Jun 30, 26

-112.47K

0.04%

Wealth Quarterback LLC

75.81K

Jun 30, 26

+4.98K

0.04%

Apella Capital, LLC

74.88K

Jun 30, 26

-2.37K

0.04%

Kraft, Davis & Associates, LLC

74.73K

Jun 30, 26

+1.50K

0.04%

BANK OF MONTREAL /CAN/

74.46K

Jun 30, 26

-893

0.04%

AE Wealth Management LLC

73.29K

Jun 30, 26

-228.68K

0.03%

Wood Tarver Financial Group, LLC

72.61K

Jun 30, 26

+2.37K

0.03%

Bell Investment Advisors, Inc

72.58K

Jun 30, 26

-8.50K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

72.58K

Jun 30, 26

+427

0.03%

MOTIVE WEALTH ADVISORS

72.29K

Jun 30, 26

+738

0.03%

Caprock Group, LLC

70.70K

Jun 30, 26

+1.34K

0.03%

ELEMENT POINTE ADVISORS, LLC

70.69K

Jun 30, 26

-7.72K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

70.18K

Jun 30, 26

-704

0.03%

IFG Advisory, LLC

69.99K

Jun 30, 26

+69.99K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.24K

Jun 30, 26

+11.07K

0.03%

Concurrent Investment Advisors, LLC

67.53K

Jun 30, 26

-50.09K

0.03%

Vident Advisory, LLC

67.15K

Jun 30, 26

+8.95K

0.03%

Brinker Capital Investments, LLC

64.90K

Jun 30, 26

-38.65K

0.03%

Garrett Wealth Advisory Group, LLC

64.52K

Jun 30, 26

-562

0.03%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

63.93K

Jun 30, 26

-27.23K

0.03%

Keebeck Wealth Management, LLC

63.82K

Jun 30, 26

-26.63K

0.03%

Mayflower Financial Advisors, LLC

61.34K

Jun 30, 26

-23.73K

0.03%

FIRST AMERICAN TRUST, FSB

60.95K

Jun 30, 26

+6.25K

0.03%

Brookstone Capital Management

60.80K

Jun 30, 26

-38.20K

0.03%

ARQ WEALTH ADVISORS, LLC

60.79K

Jun 30, 26

+10.32K

0.03%

Perigon Wealth Management, LLC

60.10K

Jun 30, 26

-74.17K

0.03%

GSG Advisors LLC

59.98K

Jun 30, 26

-511

0.03%

Nuveen, LLC

59.21K

Jun 30, 26

+16.75K

0.03%

StrongBox Wealth, LLC

58.56K

Jun 30, 26

+1.23K

0.03%

Capital Investment Advisory Services, LLC

57.84K

Jun 30, 26

+18

0.03%

Sovran Advisors, LLC

57.83K

Jun 30, 26

-16.23K

0.03%

Asset Advisors Investment Management, LLC

56.84K

Jun 30, 26

+534

0.03%

Hughes Financial Services, LLC

56.74K

Jun 30, 26

-2.15K

0.03%

ERn Financial, LLC

56.63K

Jun 30, 26

-346

0.03%

Summit Financial, LLC

56.57K

Jun 30, 26

+1.41K

0.03%

Tennessee Valley Asset Management Partners

56.55K

Jun 30, 26

+529

0.03%

Intelligence Driven Advisers, LLC

56.02K

Jun 30, 26

-1.07K

0.03%

TME FINANCIAL, INC.

55.82K

Jun 30, 26

+32.80K

0.03%

Balentine LLC

55.71K

Jun 30, 26

+229

0.03%

Forthright Family Wealth Advisory LLC

55.61K

Jun 30, 26

-4.97K

0.03%

Icon Wealth Advisors, LLC

55.37K

Jun 30, 26

-99.96K

0.03%

Trilogy Capital Inc.

55.27K

Jun 30, 26

-821

0.03%

Dorsey & Whitney Trust CO LLC

55.20K

Jun 30, 26

-92

0.03%

Global Retirement Partners, LLC

54.88K

Jun 30, 26

+54.88K

0.03%

Atria Investments, Inc

54.35K

Jun 30, 26

-143.24K

0.03%

Focus Financial Network, Inc.

54.26K

Jun 30, 26

-23.57K

0.03%

Jacobi Capital Management LLC

53.88K

Jun 30, 26

+899

0.03%

Montecito Bank & Trust

53.78K

Jun 30, 26

-3.21K

0.03%

Wealthcare Advisory Partners LLC

53.68K

Jun 30, 26

+1.50K

0.03%

NATIONAL BANK OF CANADA /FI/

53.42K

Jun 30, 26

+10.72K

0.03%

Snowden Capital Advisors LLC

52.60K

Jun 30, 26

+9.59K

0.02%

MRA Advisory Group

52.40K

Jun 30, 26

+1.26K

0.02%

Perennial Investment Advisors, LLC

52.12K

Jun 30, 26

-1.13K

0.02%

CLEAR WAVE WEALTH MANAGEMENT LLC

51.59K

Jun 30, 26

+1.25K

0.02%

IFP Advisors, Inc

51.56K

Jun 30, 26

-9.36K

0.02%

Addison Capital Co

51.48K

Jun 30, 26

+1.53K

0.02%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

51.39K

Jun 30, 26

+1.45K

0.02%

NORTHERN TRUST CORP

51.17K

Jun 30, 26

-199

0.02%

Flagship Private Wealth, LLC

51.13K

Jun 30, 26

+1.57K

0.02%

MAI Capital Management

50.62K

Jun 30, 26

+2.10K

0.02%

Blue Edge Capital, LLC

50.30K

Jun 30, 26

+34

0.02%

FORTE ASSET MANAGEMENT LLC

50.22K

Jun 30, 26

+405

0.02%

Scissortail Wealth Management, LLC

49.77K

Jun 30, 26

-16.49K

0.02%

MEITAV INVESTMENT HOUSE LTD

49.72K

Jun 30, 26

-3.79K

0.02%

5T Wealth, LLC

49.02K

Jun 30, 26

-9.66K

0.02%

FINANCIAL LIFE ADVISORS

48.20K

Jun 30, 26

-1.21K

0.02%

JMAC ENTERPRISES LLC

48.00K

Jun 30, 26

-24.15K

0.02%

Csenge Advisory Group

47.99K

Jun 30, 26

-12.56K

0.02%

Sculati Wealth Management, LLC

47.97K

Jun 30, 26

+1.51K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

47.89K

Jun 30, 26

+24.63K

0.02%

SVB WEALTH LLC

47.18K

Jun 30, 26

-553

0.02%

Legacy Advisory Services, LLC

47.17K

Jun 30, 26

+2.46K

0.02%

PMG Wealth Management, Inc.

46.80K

Jun 30, 26

+836

0.02%

Highview Capital Management LLC/DE/

46.60K

Jun 30, 26

-20

0.02%

CLIENT 1ST ADVISORY GROUP, LLC

46.50K

Jun 30, 26

+2.43K

0.02%

BOS Asset Management, LLC

46.42K

Jun 30, 26

+1.30K

0.02%

Shepherd Financial Partners LLC

45.97K

Jun 30, 26

-81.45K

0.02%

FIRST FOUNDATION ADVISORS

45.76K

Jun 30, 26

-3.56K

0.02%

Ullmann Wealth Partners Group, LLC

45.74K

Jun 30, 26

-286

0.02%

Nest Investments, LLC

45.33K

Jun 30, 26

+1.50K

0.02%

KICKSTAND VENTURES, LLC.

44.96K

Jun 30, 26

-16.14K

0.02%

OVERSEA-CHINESE BANKING Corp Ltd

44.94K

Jun 30, 26

-5.10K

0.02%

One Wealth Advisors, LLC

44.86K

Jun 30, 26

-49.07K

0.02%

Sigma Planning Corp

44.44K

Jun 30, 26

-4.37K

0.02%

Geneva Partners, LLC

43.63K

Jun 30, 26

-611

0.02%

Frisch Financial Group, Inc.

43.49K

Jun 30, 26

-15.91K

0.02%

Stonehearth Capital Management, LLC

43.41K

Jun 30, 26

-1.41K

0.02%

MGO ONE SEVEN LLC

43.41K

Jun 30, 26

-78.03K

0.02%

West Wealth Group, LLC

43.01K

Jun 30, 26

+3.37K

0.02%

Premier Path Wealth Partners, LLC

42.31K

Jun 30, 26

-4.29K

0.02%

Financial Enhancement Group LLC

42.27K

Jun 30, 26

+273

0.02%

Pensionmark Financial Group, LLC

42.01K

Jun 30, 26

-23.06K

0.02%

BANK OF NOVA SCOTIA

41.82K

Jun 30, 26

-9.81K

0.02%

TRUIST FINANCIAL CORP

41.61K

Jun 30, 26

-122.74K

0.02%

RENAISSANCE TECHNOLOGIES LLC

41.40K

Jun 30, 26

+41.40K

0.02%

Blue Rock Wealth Management LLC

41.08K

Jun 30, 26

-7.86K

0.02%

Steel Peak Wealth Management LLC

40.94K

Jun 30, 26

-60.94K

0.02%

J.W. COLE ADVISORS, INC.

40.92K

Jun 30, 26

-4.62K

0.02%

BEACON ADVISORS HOLDINGS, LLC

40.82K

Jun 30, 26

-803

0.02%

CONNABLE OFFICE INC

40.43K

Jun 30, 26

-3.04K

0.02%

NATIXIS ADVISORS, L.P.

39.59K

Jun 30, 26

+11.35K

0.02%

Pettinga Financial Advisors, LLC

39.57K

Jun 30, 26

-40.71K

0.02%

Skyline Advisors, Inc.

39.30K

Jun 30, 26

-38.51K

0.02%

Capital Advantage, Inc.

39.20K

Jun 30, 26

+1.09K

0.02%

Performa Ltd (US), LLC

39.12K

Jun 30, 26

+618

0.02%

Mirae Asset Global Investments Co., Ltd.

39.00K

Jun 30, 26

+4.00K

0.02%

Cypress Wealth Services, LLC

38.77K

Jun 30, 26

-40.02K

0.02%

Western Wealth Management, LLC

38.75K

Jun 30, 26

-3.48K

0.02%

HSBC HOLDINGS PLC

38.66K

Jun 30, 26

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

38.61K

Jun 30, 26

+617

0.02%

SYNTAX RESEARCH, INC.

38.18K

Jun 30, 26

+29.64K

0.02%

Capital Investment Advisors, LLC

38.11K

Jun 30, 26

+2.21K

0.02%

Detalus Advisors, LLC

37.81K

Jun 30, 26

-47.95K

0.02%

PEDDOCK CAPITAL ADVISORS, LLC

37.77K

Jun 30, 26

+1.21K

0.02%

CoreCap Advisors, LLC

37.24K

Jun 30, 26

-8.63K

0.02%

Spire Wealth Management

37.02K

Jun 30, 26

-5.91K

0.02%

Savvy Advisors, Inc.

36.93K

Jun 30, 26

+4.22K

0.02%

Green Ridge Wealth Planning LLC

35.51K

Jun 30, 26

-5.95K

0.02%

INTERACTIVE FINANCIAL ADVISORS, INC.

35.35K

Jun 30, 26

+557

0.02%

MARINO, STRAM & ASSOCIATES LLC

35.33K

Jun 30, 26

+677

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

35.32K

Jun 30, 26

-34.03K

0.02%

Diversify Advisory Services, LLC

35.32K

Jun 30, 26

+35.32K

0.02%

Fidelis Capital Partners, LLC

35.28K

Jun 30, 26

+1.70K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

35.19K

Jun 30, 26

-18.06K

0.02%

Mutual Advisors, LLC

35.09K

Jun 30, 26

-4.74K

0.02%

Summit Trail Advisors, LLC

34.63K

Jun 30, 26

-702

0.02%

Golden State Wealth Management, LLC

34.21K

Jun 30, 26

-4.07K

0.02%

Maia Wealth LLC

34.18K

Jun 30, 26

-3.94K

0.02%

Formidable Asset Management, LLC

33.99K

Jun 30, 26

-1.86K

0.02%

Symphony Financial, Ltd. Co.

33.63K

Jun 30, 26

+231

0.02%

BROWN ADVISORY INC

33.45K

Jun 30, 26

-12.44K

0.02%

VISTA INVESTMENT MANAGEMENT

33.41K

Jun 30, 26

-187

0.02%

Adviser Investments LLC

33.14K

Jun 30, 26

-3.49K

0.02%

BEACON FINANCIAL PLANNING, INC

32.87K

Jun 30, 26

-152

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

32.87K

Jun 30, 26

-804

0.02%

Shum Financial Group, Inc.

32.37K

Jun 30, 26

+1.76K

0.02%

CORA CAPITAL ADVISORS LLC

32.16K

Jun 30, 26

-214

0.02%

Keystone Financial Group

32.06K

Jun 30, 26

+2.63K

0.02%

Horst & Graben Wealth Management LLC

31.75K

Jun 30, 26

-82.82K

0.01%

BLAIR WILLIAM & CO/IL

31.57K

Jun 30, 26

+2.34K

0.01%

Bison Wealth, LLC

31.47K

Jun 30, 26

+543

0.01%

Ironsides Asset Advisors, LLC

31.37K

Jun 30, 26

-861

0.01%

OLD NATIONAL BANCORP /IN/

30.98K

Jun 30, 26

-2.61K

0.01%

EP Wealth Advisors, LLC

30.95K

Jun 30, 26

+773

0.01%

Advisory Services Network, LLC

30.65K

Jun 30, 26

-4.26K

0.01%

Trust Co

30.63K

Jun 30, 26

-221

0.01%

American Money Management, LLC

30.59K

Jun 30, 26

+929

0.01%

Yoder Wealth Management, Inc.

30.52K

Jun 30, 26

-1.52K

0.01%

10Elms LLP

30.49K

Jun 30, 26

+11.58K

0.01%

Atomi Financial Group, Inc.

30.45K

Jun 30, 26

-4.71K

0.01%

Arkadios Wealth Advisors

30.44K

Jun 30, 26

-3.50K

0.01%

FLYWHEEL PRIVATE WEALTH LLC

30.07K

Jun 30, 26

+900

0.01%

CGN Advisors LLC

30.06K

Jun 30, 26

-36.55K

0.01%

Breakwater Capital Group

29.94K

Jun 30, 26

+621

0.01%

Inscription Capital, LLC

29.30K

Jun 30, 26

0.01%

Sheridan Capital Management, LLC

29.15K

Jun 30, 26

-452

0.01%

CreativeOne Wealth, LLC

28.53K

Jun 30, 26

-135.41K

0.01%

Summa Corp.

28.30K

Jun 30, 26

0.01%

Avant Capital LLC

28.27K

Jun 30, 26

-728

0.01%

Leslie Global Wealth, LLC

28.18K

Jun 30, 26

+12

0.01%

Apollon Financial, LLC

28.09K

Jun 30, 26

-412

0.01%

CFS Investment Advisory Services, LLC

28.06K

Jun 30, 26

-60.23K

0.01%

KM Capital Management Ltd.

28.06K

Jun 30, 26

0.01%

FORTERIS WEALTH MANAGEMENT INC.

27.95K

Jun 30, 26

+2.96K

0.01%

INTRUST BANK NA

27.75K

Jun 30, 26

-1.60K

0.01%

Kilter Group LLC

27.64K

Jun 30, 26

-25.01K

0.01%

Scarborough Advisors, LLC

27.46K

Jun 30, 26

-102.28K

0.01%

Etesian Wealth Advisors, Inc.

27.43K

Jun 30, 26

+8.29K

0.01%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

27.34K

Jun 30, 26

-1.25K

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

27.32K

Jun 30, 26

+733

0.01%

Rossby Financial, LCC

27.07K

Jun 30, 26

+44

0.01%

Paller Financial Services Inc

26.99K

Jun 30, 26

-2.31K

0.01%

Delos Wealth Advisors, LLC

26.88K

Jun 30, 26

+839

0.01%

TITLEIST ASSET MANAGEMENT, LLC

26.72K

Jun 30, 26

+3.63K

0.01%

BIP Wealth, LLC

26.66K

Jun 30, 26

+25.25K

0.01%

Moment Partners, LLC

26.63K

Jun 30, 26

-28.84K

0.01%

WARNER FINANCIAL, INC

26.46K

Jun 30, 26

+724

0.01%

Trek Financial, LLC

26.32K

Jun 30, 26

-42.92K

0.01%

Stanich Group LLC

26.28K

Jun 30, 26

+2.89K

0.01%

Tempo Wealth, LLC

26.22K

Jun 30, 26

-149

0.01%

Centurion Wealth Management LLC

26.07K

Jun 30, 26

-5.76K

0.01%

First Citizens Financial Corp

25.76K

Jun 30, 26

+2.62K

0.01%

ASSETMARK, INC

25.73K

Jun 30, 26

-27.80K

0.01%

Fortis Capital Management LLC

25.60K

Jun 30, 26

+44

0.01%

BCGM Wealth Management, LLC

25.33K

Jun 30, 26

-28.33K

0.01%

National Philanthropic Trust

25.31K

Jun 30, 26

+21.72K

0.01%

RESOLUTE WEALTH ADVISOR, INC.

25.27K

Jun 30, 26

0.01%

TSA Wealth Managment LLC

25.05K

Jun 30, 26

-29.69K

0.01%

Apeiron RIA LLC

25.01K

Jun 30, 26

-26.86K

0.01%

Pathstone Holdings, LLC

24.95K

Jun 30, 26

+6.65K

0.01%

Gambit Capital Management, LLC

24.93K

Jun 30, 26

+3.17K

0.01%

SageView Advisory Group, LLC

24.93K

Jun 30, 26

-69

0.01%

Tacita Capital Inc

24.86K

Jun 30, 26

-64

0.01%

HMV Wealth Advisors, LLC

24.80K

Jun 30, 26

-380

0.01%

Tradition Wealth Management, LLC

24.57K

Jun 30, 26

-14.99K

0.01%

Custos Family Office, LLC

24.26K

Jun 30, 26

-52

0.01%

Sound Financial Strategies Group, LLC

24.17K

Jun 30, 26

+138

0.01%

LINCOLN CAPITAL CORP

24.14K

Jun 30, 26

+138

0.01%

Inspire Advisors, LLC

24.10K

Jun 30, 26

+1.95K

0.01%

WILLIAM JOHN SEMPOLINSKI

24.01K

Jun 30, 26

+24.01K

0.01%

Ascent Group, LLC

23.99K

Jun 30, 26

-95.97K

0.01%

Noble Wealth Partners LLC

23.81K

Jun 30, 26

+23.81K

0.01%

OMNI 360 Wealth, Inc.

23.76K

Jun 30, 26

-1.35K

0.01%

Aries Wealth Management

23.58K

Jun 30, 26

-96

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

23.52K

Jun 30, 26

-482

0.01%

Hudson Oak Wealth Advisory LLC

23.23K

Jun 30, 26

-294

0.01%

Annex Advisory Services, LLC

23.23K

Jun 30, 26

-12.26K

0.01%

TCI Wealth Advisors, Inc.

23.21K

Jun 30, 26

-44

0.01%

Security Financial Services, INC.

23.08K

Jun 30, 26

-11.87K

0.01%

Hoese & Co LLP

23.05K

Jun 30, 26

-4.45K

0.01%

EASTERN BANK

22.78K

Jun 30, 26

-13.51K

0.01%

Cornerstone Wealth Management, LLC

22.66K

Jun 30, 26

+702

0.01%

Founders Financial Alliance, LLC

22.43K

Jun 30, 26

+20.93K

0.01%

Prospera Financial Services Inc

22.34K

Jun 30, 26

+1.35K

0.01%

Emissary Wealth LLC

22.23K

Jun 30, 26

-18.21K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

22.18K

Jun 30, 26

-1.51K

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

22.12K

Jun 30, 26

+114

0.01%

FIRST TRUST ADVISORS LP

21.71K

Jun 30, 26

+11.13K

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

21.66K

Jun 30, 26

-163

0.01%

HB Wealth Management, LLC

21.55K

Jun 30, 26

+3.70K

0.01%

MANNING & NAPIER ADVISORS LLC

21.40K

Jun 30, 26

+5.14K

0.01%

Sollinda Capital Management LLC

21.10K

Jun 30, 26

+1.05K

0.01%

Bulltick Wealth Management, LLC

20.82K

Jun 30, 26

+188

0.01%

Avestar Capital, LLC

20.80K

Jun 30, 26

-393

0.01%

Astoria Portfolio Advisors LLC.

20.79K

Jun 30, 26

-12

0.01%

Sherman Wealth Management LLC

20.73K

Jun 30, 26

+53

0.01%

NWAM LLC

20.70K

Jun 30, 26

+9.56K

0.01%

Geneos Wealth Management Inc.

20.62K

Jun 30, 26

-200

0.01%

Rollins Financial Advisors, LLC

20.53K

Jun 30, 26

-3.24K

0.01%

MISSION WEALTH MANAGEMENT, LP

20.45K

Jun 30, 26

+6.86K

0.01%

CFM WEALTH PARTNERS LLC

20.29K

Jun 30, 26

-185

0.01%

WOODMONT INVESTMENT COUNSEL LLC

20.08K

Jun 30, 26

-38

0.01%

Fluent Financial, LLC

20.07K

Jun 30, 26

+336

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

20.03K

Jun 30, 26

-5.87K

0.01%

Claro Advisors LLC

19.69K

Jun 30, 26

-25.91K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

19.50K

Jun 30, 26

+863

0.01%

Ausdal Financial Partners, Inc.

19.43K

Jun 30, 26

+2.00K

0.01%

Triumph Capital Management

19.29K

Jun 30, 26

-2.00K

0.01%

Buttonwood Financial Group, LLC

19.29K

Jun 30, 26

-253

0.01%

Stonebrook Private Inc.

19.15K

Jun 30, 26

-49.00K

0.01%

Farrell Financial LLC

19.13K

Jun 30, 26

-678

0.01%

J.E. Simmons & Co., P.C.

19.09K

Jun 30, 26

-111

0.01%

HighPoint Advisor Group LLC

19.00K

Jun 30, 26

+870

0.01%

RFG Advisory, LLC

18.88K

Jun 30, 26

-13.53K

0.01%

SIMON QUICK ADVISORS, LLC

18.83K

Jun 30, 26

-135

0.01%

QRG CAPITAL MANAGEMENT, INC.

18.78K

Jun 30, 26

+2.43K

0.01%

JPL Wealth Management, LLC

18.65K

Jun 30, 26

-266

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

18.61K

Jun 30, 26

+492

0.01%

Concorde Asset Management, LLC

18.48K

Jun 30, 26

-1.17K

0.01%

Clear Creek Financial Management, LLC

18.39K

Jun 30, 26

-1.27K

0.01%

Crestwood Advisors Group LLC

18.30K

Jun 30, 26

+974

0.01%

Mayfair Advisory Group, LLC

18.07K

Jun 30, 26

-586

0.01%

SimpliFi, Inc.

18.05K

Jun 30, 26

+96

0.01%

Regal Investment Advisors LLC

18.05K

Jun 30, 26

-33.49K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

18.02K

Jun 30, 26

-65.34K

0.01%

Bedel Financial Consulting, Inc.

17.90K

Jun 30, 26

0.01%

Kovack Advisors, Inc.

17.87K

Jun 30, 26

-40.95K

0.01%

Chicago Partners Investment Group LLC

17.80K

Jun 30, 26

-747

0.01%

Worth Financial Advisory Group, LLC

17.69K

Jun 30, 26

+17.69K

0.01%

Clarendon Private LLC

17.65K

Jun 30, 26

+973

0.01%

Global Wealth Strategies & Associates

17.64K

Jun 30, 26

-2.97K

0.01%

BRIGHTON JONES LLC

17.64K

Jun 30, 26

+1.34K

0.01%

GTS SECURITIES LLC

17.55K

Jun 30, 26

-52.77K

0.01%

OpenArc Corporate Advisory, LLC

17.51K

Jun 30, 26

+2.54K

0.01%

Ethos Financial Group, LLC

17.36K

Jun 30, 26

-429

0.01%

Tortoise Investment Management, LLC

17.32K

Jun 30, 26

-475

0.01%

DAVENPORT & Co LLC

17.16K

Jun 30, 26

-2.84K

0.01%

Carnegie Capital Asset Management, LLC

17.10K

Jun 30, 26

-1.56K

0.01%

NorthRock Partners, LLC

17.09K

Jun 30, 26

-497

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

16.81K

Jun 30, 26

-95

0.01%

HARBOUR INVESTMENTS, INC.

16.73K

Jun 30, 26

-3.46K

0.01%

IEQ CAPITAL, LLC

16.62K

Jun 30, 26

-2.18K

0.01%

Beacon Financial Advisory LLC

16.56K

Jun 30, 26

-2.62K

0.01%

MAIMON WEALTH MANAGEMENT LTD.

16.47K

Jun 30, 26

+1.21K

0.01%

JB Capital LLC

16.46K

Jun 30, 26

-354.68K

0.01%

Houlihan Financial Resource Group, Ltd.

16.33K

Jun 30, 26

+1.15K

0.01%

Crescent Grove Advisors, LLC

16.29K

Jun 30, 26

+340

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

16.27K

Jun 30, 26

-765

0.01%

Tower Research Capital LLC (TRC)

16.23K

Jun 30, 26

+9.93K

0.01%

Investor's Fiduciary Advisor Network, LLC

16.22K

Jun 30, 26

-6.17K

0.01%

Marks Group Wealth Management, Inc

16.22K

Jun 30, 26

-513

0.01%

Dakota Wealth Management

16.17K

Jun 30, 26

-475

0.01%

Patriot Financial Group Insurance Agency, LLC

15.90K

Jun 30, 26

-39.08K

0.01%

Tyche Wealth Partners LLC

15.84K

Jun 30, 26

-3.80K

0.01%

Mesirow Financial Investment Management, Inc.

15.75K

Jun 30, 26

-629

0.01%

PRIVATE TRUST CO NA

15.72K

Jun 30, 26

-4.29K

0.01%

GeoWealth Management, LLC

15.70K

Jun 30, 26

-2.32K

0.01%

Alta Wealth Advisors LLC

15.59K

Jun 30, 26

+535

0.01%

Banco Santander, S.A.

15.55K

Jun 30, 26

-2.39K

0.01%

Keystone Wealth Services, LLC

15.53K

Jun 30, 26

-211

0.01%

MorganRosel Wealth Management, LLC

15.50K

Jun 30, 26

+1.43K

0.01%

Acorn Wealth Advisors, LLC

15.28K

Jun 30, 26

-499

0.01%

Rose Capital Advisors LLC

15.24K

Jun 30, 26

+15.24K

0.01%

Ridgeline Wealth, LLC

15.03K

Jun 30, 26

-2

0.01%

Raab & Moskowitz Asset Management LLC

14.95K

Jun 30, 26

+2.75K

0.01%

Carr Financial Group Corp

14.93K

Jun 30, 26

+105

0.01%

TD Waterhouse Canada Inc.

14.92K

Jun 30, 26

+5.78K

0.01%

GREENLEAF TRUST

14.91K

Jun 30, 26

+1.04K

0.01%

Fort Sheridan Advisors LLC

14.60K

Jun 30, 26

+1.45K

0.01%

FFG RETIREMENT ADVISORS LLC

14.55K

Jun 30, 26

+223

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

14.50K

Jun 30, 26

-607

0.01%

VERUS CAPITAL PARTNERS, LLC

14.47K

Jun 30, 26

-13.63K

0.01%

BESSEMER GROUP INC

14.33K

Jun 30, 26

-1.20K

0.01%

Cartesian Growth Corp

14.23K

Jun 30, 26

-327

0.01%

Gallagher Fiduciary Advisors, LLC

14.05K

Jun 30, 26

-2.59M

0.01%

Physician Wealth Advisors, Inc.

14.02K

Jun 30, 26

-62.64K

0.01%

Gotham Asset Management, LLC

13.96K

Jun 30, 26

-244

0.01%

Integrity Advisory Solutions, LLC

13.93K

Jun 30, 26

-4.84K

0.01%

Smartleaf Asset Management LLC

13.88K

Jun 30, 26

0.01%

VestGen Advisors, LLC

13.84K

Jun 30, 26

-22.64K

0.01%

Kastel Capital Advisors, LLC

13.81K

Jun 30, 26

-7.10K

0.01%

Freestone Capital Holdings, LLC

13.79K

Jun 30, 26

+150

0.01%

Alpha Zero LLC

13.72K

Jun 30, 26

-65

0.01%

Avidian Wealth Solutions, LLC

13.70K

Jun 30, 26

-9.21K

0.01%

Waterloo Capital, L.P.

13.69K

Jun 30, 26

-873

0.01%

Interchange Capital Partners, LLC

13.68K

Jun 30, 26

-10.41K

0.01%

Thrive Wealth Management, LLC

13.63K

Jun 30, 26

-220

0.01%

WATERSHED PRIVATE WEALTH LLC

13.46K

Jun 30, 26

-30.47K

0.01%

Keel Point, LLC

13.42K

Jun 30, 26

+30

0.01%

Providence First Trust Co

13.36K

Jun 30, 26

-684

0.01%

ADG Wealth Management Group, LLC

13.29K

Jun 30, 26

+67

0.01%

Provident Investment Management, Inc.

13.27K

Jun 30, 26

-1.03K

0.01%

Steelhead Wealth Management LLC

13.23K

Jun 30, 26

-49.75K

0.01%

WBH ADVISORY INC

13.08K

Jun 30, 26

-43

0.01%

PALLADIEM, LLC

13.08K

Jun 30, 26

+5.19K

0.01%

BEACON FINANCIAL GROUP

13.04K

Jun 30, 26

-15.09K

0.01%

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

12.93K

Jun 30, 26

-130.40K

0.01%

LiftPoint Family Wealth Advisors LLC

12.93K

Jun 30, 26

-11.94K

0.01%

EHRLICH FINANCIAL GROUP

12.89K

Jun 30, 26

-616

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

12.88K

Jun 30, 26

-7.91K

0.01%

Bestgate Wealth Advisors, LLC

12.85K

Jun 30, 26

+46

0.01%

ONE Advisory Partners, LLC

12.82K

Jun 30, 26

-46.16K

0.01%

Ellis Investment Partners, LLC

12.74K

Jun 30, 26

+337

0.01%

McKinley Carter Wealth Services, Inc.

12.72K

Jun 30, 26

-615

0.01%

Almanack Investment Partners, LLC.

12.62K

Jun 30, 26

-6

0.01%

Meridian Wealth Management, LLC

12.60K

Jun 30, 26

+61

0.01%

PRIVATE CLIENT SERVICES, LLC

12.58K

Jun 30, 26

-682

0.01%

Glen Eagle Advisors, LLC

12.58K

Jun 30, 26

-249

0.01%

FIRETHORN WEALTH PARTNERS, LLC

12.52K

Jun 30, 26

-10.00K

0.01%

Advyzon Investment Management, LLC

12.51K

Jun 30, 26

-19.89K

0.01%

Quadrant Private Wealth Management, LLC

12.32K

Jun 30, 26

-16.00K

0.01%

Verdence Capital Advisors LLC

12.23K

Jun 30, 26

+343

0.01%

Hansen & Associates Financial Group, Inc.

12.21K

Jun 30, 26

+184

0.01%

Boreal Capital Management LLC

12.14K

Jun 30, 26

-2.67K

0.01%

Polaris Investment Advisors, LLC

12.11K

Jun 30, 26

-7.95K

0.01%

Delta Wealth Advisors LLC

12.09K

Jun 30, 26

-2.06K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

12.09K

Jun 30, 26

+572

0.01%

TOCQUEVILLE ASSET MANAGEMENT L.P.

12.09K

Jun 30, 26

0.01%

Lantz Financial LLC

12.09K

Jun 30, 26

-13.56K

0.01%

Jump Financial, LLC

12.08K

Jun 30, 26

-23.32K

0.01%

LARCH CAPITAL PARTNERS LLC

12.03K

Jun 30, 26

+93

0.01%

Planning Strategies Inc.

12.00K

Jun 30, 26

+12.00K

0.01%

BigSur Wealth Management LLC

12.00K

Jun 30, 26

0.01%

Archer Investment Management, LLC

11.97K

Jun 30, 26

-22.51K

0.01%

TFC Financial Management, Inc.

11.87K

Jun 30, 26

+313

0.01%

Crown Wealth Group, LLC

11.78K

Jun 30, 26

-39.05K

0.01%

Brookwood Investment Group LLC

11.70K

Jun 30, 26

-4.17K

0.01%

BlackDiamond Wealth Management Inc.

11.65K

Jun 30, 26

-167

0.01%

HORAN Wealth, LLC

11.56K

Jun 30, 26

+747

0.01%

Valmark Advisers, Inc.

11.55K

Jun 30, 26

0.01%

Catalytic Wealth RIA, LLC

11.48K

Jun 30, 26

-1.13K

0.01%

Blake Schutter Theil Wealth Advisors, LLC

11.45K

Jun 30, 26

0.01%

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

11.38K

Jun 30, 26

-140

0.01%

Insight Inv LLC

11.36K

Jun 30, 26

+875

0.01%

Goldstein Advisors, LLC

11.34K

Jun 30, 26

-119.01K

0.01%

Elevated Capital Advisors, LLC

11.30K

Jun 30, 26

+836

0.01%

AWM CAPITAL, LLC

11.27K

Jun 30, 26

-8

0.01%

PATTEN & PATTEN INC/TN

11.16K

Jun 30, 26

0.01%

BOYUM WEALTH ARCHITECTS LLC

11.14K

Jun 30, 26

-120

0.01%

Clear Harbor Asset Management, LLC

11.06K

Jun 30, 26

+1.00K

0.01%

Burton Enright Welch

11.03K

Jun 30, 26

+16

0.01%

CGC Financial Services, LLC

11.00K

Jun 30, 26

+2.99K

0.01%

Henshaw Capital LLC

11.00K

Jun 30, 26

0.01%

YHB Investment Advisors, Inc.

10.93K

Jun 30, 26

+125

0.01%

WT Wealth Management

10.93K

Jun 30, 26

+3.14K

0.01%

RMR Capital Management, LLC

10.92K

Jun 30, 26

+242

0.01%

PFG Advisors

10.86K

Jun 30, 26

-28.09K

0.01%

WEALTHGARDEN F.S. LLC

10.86K

Jun 30, 26

-5.79K

0.01%

Yukon Wealth Management, Inc.

10.83K

Jun 30, 26

-2.16K

0.01%

J HAGAN CAPITAL, INC.

10.82K

Jun 30, 26

+625

0.01%

GTS FINANCIAL, LLC

10.78K

Jun 30, 26

0.01%

ALTERNA WEALTH MANAGEMENT, INC

10.72K

Jun 30, 26

-3.61K

0.01%

StoneX Group Inc.

10.69K

Jun 30, 26

+7.87K

0.01%

Tranquility Partners, LLC

10.65K

Jun 30, 26

-310

0.01%

Commonwealth Retirement Investments LLC

10.64K

Jun 30, 26

+671

0.01%

Cynosure Group, LLC

10.53K

Jun 30, 26

-9.74K

0.00%

Alteri Wealth LLC

10.50K

Jun 30, 26

-112

0.00%

Vertex Planning Partners, LLC

10.41K

Jun 30, 26

-7.98K

0.00%

Quent Capital, LLC

10.41K

Jun 30, 26

-377

0.00%

Kelly Financial Services LLC

10.39K

Jun 30, 26

-54.38K

0.00%

Asempa Wealth Advisors

10.34K

Jun 30, 26

-3

0.00%

Advisory Solutions Group, LLC

10.34K

Jun 30, 26

+10.34K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

10.27K

Jun 30, 26

-103

0.00%

Level Financial Advisors, Inc.

10.26K

Jun 30, 26

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

10.25K

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

10.20K

Jun 30, 26

+3.09K

0.00%

Purkiss Capital Advisors LLC

10.20K

Jun 30, 26

+314

0.00%

MONECO Advisors, LLC

10.18K

Jun 30, 26

-507

0.00%

Davis Wealth Advisors, LLC

10.15K

Jun 30, 26

-11.25K

0.00%

HUNTINGTON NATIONAL BANK

10.14K

Jun 30, 26

-293

0.00%

Triad Wealth Partners, LLC

10.11K

Jun 30, 26

-996

0.00%

VICTORY FINANCIAL GROUP, LLC

10.01K

Jun 30, 26

-713

0.00%

Shore Point Advisors, LLC

10.01K

Jun 30, 26

+276

0.00%

NORTHLAND SECURITIES, INC.

10.00K

Jun 30, 26

-225

0.00%

Wealth Alliance

9.92K

Jun 30, 26

-52.71K

0.00%

BAILARD, INC.

9.88K

Jun 30, 26

+484

0.00%

Advisors Capital Management, LLC

9.88K

Jun 30, 26

+1.03K

0.00%

Diversified Enterprises, LLC

9.85K

Jun 30, 26

+56

0.00%

RED REEF ADVISORS LLC

9.85K

Jun 30, 26

-45

0.00%

Holistic Planning, LLC

9.70K

Jun 30, 26

-628

0.00%

Braun-Bostich & Associates Inc.

9.69K

Jun 30, 26

-16.37K

0.00%

Blue Zone Wealth Advisors, LLC

9.68K

Jun 30, 26

+4.42K

0.00%

B. Riley Wealth Advisors, Inc.

9.66K

Jun 30, 26

-7.98K

0.00%

Gryphon Financial Partners LLC

9.59K

Jun 30, 26

+311

0.00%

Sentinus, LLC

9.55K

Jun 30, 26

-35.71K

0.00%

Essex Financial Services, Inc.

9.51K

Jun 30, 26

-260

0.00%

Brady Martz Wealth Solutions, LLC

9.49K

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

9.45K

Jun 30, 26

+3.04K

0.00%

Midwestern Financial, LLC /IA

9.43K

Jun 30, 26

-196

0.00%

Midwest Heritage Bank, FSB

9.41K

Jun 30, 26

0.00%

Maridea Wealth Management LLC

9.35K

Jun 30, 26

+3.11K

0.00%

Portus Wealth Advisors, LLC

9.34K

Jun 30, 26

-2

0.00%

Abel Hall, LLC

9.29K

Jun 30, 26

-141

0.00%

ShoreHaven Wealth Partners, LLC

9.27K

Jun 30, 26

-28.70K

0.00%

CITIGROUP INC

9.22K

Jun 30, 26

-7.30K

0.00%

Selby Wealth Management, LLC

9.20K

Jun 30, 26

-35

0.00%

Davidson Kahn Capital Management, LLC

9.18K

Jun 30, 26

+3.58K

0.00%

WESBANCO BANK INC

9.16K

Jun 30, 26

-805

0.00%

Venturi Wealth Management, LLC

9.11K

Jun 30, 26

+36

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

9.09K

Jun 30, 26

-2.24K

0.00%

Kingsview Wealth Management, LLC

8.93K

Jun 30, 26

+113

0.00%

WJ Wealth Management, LLC

8.89K

Jun 30, 26

-250

0.00%

SILVER OAK SECURITIES, INCORPORATED

8.89K

Jun 30, 26

-499

0.00%

KPP Advisory Services LLC

8.87K

Jun 30, 26

-2.28K

0.00%

WealthShield Partners, LLC

8.87K

Jun 30, 26

-26.63K

0.00%

ASB Consultores, LLC

8.86K

Jun 30, 26

+4.90K

0.00%

Bedminster, LLC

8.84K

Jun 30, 26

-15.94K

0.00%

Robertson Stephens Wealth Management, LLC

8.79K

Jun 30, 26

-4.39K

0.00%

Retirement Planning Group

8.74K

Jun 30, 26

+405

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

8.72K

Jun 30, 26

-1.99K

0.00%

MARSHALL WACE, LLP

8.63K

Jun 30, 26

+8.63K

0.00%

Shared Vision Wealth Group LLC

8.58K

Jun 30, 26

-13.33K

0.00%

Foundry Financial Group, Inc.

8.56K

Jun 30, 26

-1.93K

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

8.48K

Jun 30, 26

+30

0.00%

LIFELONG WEALTH ADVISORS, INC.

8.46K

Jun 30, 26

-18.80K

0.00%

Ancora Advisors, LLC

8.46K

Jun 30, 26

-296

0.00%

WealthPlan Investment Management, LLC

8.41K

Jun 30, 26

-1.16K

0.00%

EVERPAR ADVISORS LLC

8.39K

Jun 30, 26

+1.83K

0.00%

BENJAMIN EDWARDS INC

8.38K

Jun 30, 26

-5.27K

0.00%

USAdvisors Wealth Management, LLC

8.36K

Jun 30, 26

-48

0.00%

Barnes Wealth Management Group, Inc

8.36K

Jun 30, 26

-11.54K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

8.36K

Jun 30, 26

-385

0.00%

KCM INVESTMENT ADVISORS LLC

8.35K

Jun 30, 26

-900

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

8.35K

Jun 30, 26

-11.47K

0.00%

RETIREMENT PLANNING GROUP, LLC / NY

8.34K

Jun 30, 26

+32

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

8.30K

Jun 30, 26

-54

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

8.25K

Jun 30, 26

-3.07K

0.00%

FULTON BANK, N.A.

8.23K

Jun 30, 26

+3.46K

0.00%

Mattern Wealth Management LLC

8.23K

Jun 30, 26

-104

0.00%

Lionsbridge Wealth Management LLC

8.22K

Jun 30, 26

-419

0.00%

Mainstream Capital Management LLC

8.21K

Jun 30, 26

-21

0.00%

Beacon Bridge Wealth Partners, LLC

8.19K

Jun 30, 26

-26.72K

0.00%

SMART Wealth LLC

8.18K

Jun 30, 26

+4.56K

0.00%

Global Financial Private Client, LLC

8.14K

Jun 30, 26

-885

0.00%

Signal Advisors Wealth, LLC

8.14K

Jun 30, 26

-4.11K

0.00%

Trademark Financial Management, LLC

8.13K

Jun 30, 26

-626

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

8.12K

Jun 30, 26

-16.05K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

8.07K

Jun 30, 26

+290

0.00%

Johnson Bixby & Associates, LLC

8.05K

Jun 30, 26

-24

0.00%

Vision Capital Management, Inc.

8.04K

Jun 30, 26

-437

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

8.03K

Jun 30, 26

0.00%

CLOVERFIELDS CAPITAL GROUP, LP

8.00K

Jun 30, 26

+398

0.00%

Capital Group Private Client Services, Inc.

7.93K

Jun 30, 26

+5.07K

0.00%

Smart Money Group LLC

7.91K

Jun 30, 26

-1.65K

0.00%

Elk River Wealth Management, LLC

7.84K

Jun 30, 26

-4.17K

0.00%

PFG Investments, LLC

7.81K

Jun 30, 26

-1.54K

0.00%

Soltis Investment Advisors LLC

7.79K

Jun 30, 26

-1.30K

0.00%

Sanibel Captiva Trust Company, Inc.

7.77K

Jun 30, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

7.72K

Jun 30, 26

+535

0.00%

Gen-Wealth Partners Inc

7.69K

Jun 30, 26

-18.34K

0.00%

One Capital Management, LLC

7.69K

Jun 30, 26

0.00%

Balance Wealth, LLC

7.65K

Jun 30, 26

-349

0.00%

Haverford Financial Services, Inc.

7.63K

Jun 30, 26

0.00%

Argent Trust Co

7.63K

Jun 30, 26

-3.94K

0.00%

Allen Capital Group, LLC

7.62K

Jun 30, 26

0.00%

Midwest Capital Advisors, LLC

7.57K

Jun 30, 26

-51.67K

0.00%

Fisher Asset Management, LLC

7.54K

Jun 30, 26

-3.27K

0.00%

Total Clarity Wealth Management, Inc.

7.53K

Jun 30, 26

+108

0.00%

ASL Financial, LLC

7.49K

Jun 30, 26

+133

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

7.48K

Jun 30, 26

+339

0.00%

Institute for Wealth Management, LLC.

7.43K

Jun 30, 26

-989

0.00%

Keystone Financial Services

7.42K

Jun 30, 26

-51.10K

0.00%

Investors Research Corp

7.41K

Jun 30, 26

-107

0.00%

Bryant Woods Investment Advisors, LLC

7.41K

Jun 30, 26

+7.41K

0.00%

Ackerman Capital Advisors, LLC

7.33K

Jun 30, 26

0.00%

WEDBUSH SECURITIES INC

7.29K

Jun 30, 26

-2.52K

0.00%

COMMERCE BANK

7.27K

Jun 30, 26

-579

0.00%

Goelzer Investment Management, Inc.

7.22K

Jun 30, 26

+711

0.00%

MBE Wealth Management, LLC

7.22K

Jun 30, 26

+77

0.00%

Allie Family Office LLC

7.22K

Jun 30, 26

0.00%

Arsenal Capital Advisors LLC

7.16K

Jun 30, 26

+1.24K

0.00%

Insight Wealth Strategies, LLC

7.15K

Jun 30, 26

-64.57K

0.00%

Opulen Financial Group LLC

7.14K

Jun 30, 26

+105

0.00%

Rubicon Advisors, GP

7.10K

Jun 30, 26

+6.02K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

7.09K

Jun 30, 26

-238

0.00%

TCTC Holdings, LLC

7.06K

Jun 30, 26

+1.53K

0.00%

Bernardo Wealth Planning LLC

7.02K

Jun 30, 26

-4

0.00%

Dana Investment Advisors, Inc.

7.00K

Jun 30, 26

-41

0.00%

LPWM LLC

6.96K

Jun 30, 26

-164

0.00%

Spectrum Planning & Advisory Services Inc.

6.96K

Jun 30, 26

-18.86K

0.00%

Ruggiero Investments, Inc.

6.90K

Jun 30, 26

-1

0.00%

Stone House Investment Management, LLC

6.89K

Jun 30, 26

-79.25K

0.00%

Tranquilli Financial Advisor LLC

6.89K

Jun 30, 26

+225

0.00%

Saiph Capital, LLC

6.88K

Jun 30, 26

+200

0.00%

FORTRESS PRIVATE LEDGER, LLC

6.87K

Jun 30, 26

-252

0.00%

BROWN BROTHERS HARRIMAN & CO

6.83K

Jun 30, 26

-10.00K

0.00%

COZAD ASSET MANAGEMENT INC

6.83K

Jun 30, 26

-523

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

6.82K

Jun 30, 26

-734

0.00%

Vision Retirement, LLC

6.77K

Jun 30, 26

+306

0.00%

MATAURO, LLC

6.76K

Jun 30, 26

-183

0.00%

First International Bank of Israel Ltd.

6.72K

Jun 30, 26

-1.56K

0.00%

LexAurum Advisors, LLC

6.67K

Jun 30, 26

-229

0.00%

Fairvoy Private Wealth, LLC

6.66K

Jun 30, 26

-6

0.00%

RAINIER FAMILY WEALTH INC

6.65K

Jun 30, 26

-506

0.00%

Millington Financial Advisors, LLC

6.62K

Jun 30, 26

-358

0.00%

SeaCrest Wealth Management, LLC

6.61K

Jun 30, 26

-289

0.00%

L & S Advisors Inc

6.60K

Jun 30, 26

+57

0.00%

Financial Engines Advisors L.L.C.

6.53K

Jun 30, 26

+715

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

6.52K

Jun 30, 26

+288

0.00%

Latitude Advisors, LLC

6.51K

Jun 30, 26

-518

0.00%

FourThought Financial Partners, LLC

6.49K

Jun 30, 26

-16

0.00%

Syntegra Private Wealth Group, LLC

6.49K

Jun 30, 26

-365

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.47K

Jun 30, 26

+232

0.00%

Wall Capital Group, Inc.

6.43K

Jun 30, 26

-341

0.00%

Quadcap Wealth Management, LLC

6.40K

Jun 30, 26

-32

0.00%

Diversified Trust Co

6.39K

Jun 30, 26

+681

0.00%

Strait & Sound Wealth Management LLC

6.32K

Jun 30, 26

+263

0.00%

David R. Rahn & Associates Inc.

6.32K

Jun 30, 26

-210

0.00%

Retirement Wealth Solutions LLC

6.31K

Jun 30, 26

-6.24K

0.00%

RMB Capital Management, LLC

6.31K

Jun 30, 26

+2.12K

0.00%

Allegheny Financial Group LTD

6.30K

Jun 30, 26

+487

0.00%

Hobbs Group Advisors, LLC

6.26K

Jun 30, 26

0.00%

Ardent Capital Management, Inc.

6.25K

Jun 30, 26

-625

0.00%

Galvin, Gaustad & Stein, LLC

6.22K

Jun 30, 26

+160

0.00%

Glenview Trust Co

6.22K

Jun 30, 26

-502

0.00%

Pasadena Private Wealth, LLC

6.20K

Jun 30, 26

+969

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

6.20K

Jun 30, 26

-535

0.00%

Evergreen Wealth Solutions, LLC

6.18K

Jun 30, 26

+797

0.00%

Advocacy Wealth Management Services, LLC

6.17K

Jun 30, 26

-396.00K

0.00%

Hershey Financial Advisers, LLC

6.13K

Jun 30, 26

+6.13K

0.00%

RCS Financial Planning, LLC

6.11K

Jun 30, 26

-1.44K

0.00%

YANKCOM Partnership

6.00K

Jun 30, 26

0.00%

ACCREDITED INVESTOR SERVICES, LLC

6.00K

Jun 30, 26

+75

0.00%

OPPENHEIMER & CO INC

5.98K

Jun 30, 26

-2.36K

0.00%

FIDUCIARY TRUST CO

5.98K

Jun 30, 26

-365

0.00%

Pines Wealth Management, LLC

5.95K

Jun 30, 26

+174

0.00%

EverSource Wealth Advisors, LLC

5.94K

Jun 30, 26

-6.89K

0.00%

Tarbox Family Office, Inc.

5.92K

Jun 30, 26

0.00%

Strategic Financial Concepts, LLC

5.90K

Jun 30, 26

+2.50K

0.00%

Vanguard Personalized Indexing Management, LLC

5.88K

Jun 30, 26

0.00%

Ballentine Partners, LLC

5.87K

Jun 30, 26

-1.65K

0.00%

Visionary Wealth Advisors

5.86K

Jun 30, 26

-173

0.00%

Calamos Wealth Management LLC

5.86K

Jun 30, 26

+935

0.00%

SURIENCE PRIVATE WEALTH LLC

5.84K

Jun 30, 26

+5.84K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

5.83K

Jun 30, 26

+935

0.00%

FIRST CITIZENS BANK & TRUST CO

5.82K

Jun 30, 26

-1.05K

0.00%

Seneschal Advisors, LLC

5.79K

Jun 30, 26

-268

0.00%

Raub Brock Capital Management LP

5.78K

Jun 30, 26

+137

0.00%

CAHABA WEALTH MANAGEMENT, INC.

5.76K

Jun 30, 26

+74

0.00%

EWA, LLC

5.74K

Jun 30, 26

-194

0.00%

Bellars Harris Wealth Management, LLC

5.71K

Jun 30, 26

+5.71K

0.00%

New Republic Capital, LLC

5.67K

Jun 30, 26

-833

0.00%

Ipsen Advisor Group LLC

5.66K

Jun 30, 26

+10

0.00%

Compass Ion Advisors, LLC

5.65K

Jun 30, 26

-157

0.00%

Independent Advisor Alliance

5.65K

Jun 30, 26

-127.74K

0.00%

Per Stirling Capital Management, LLC.

5.64K

Jun 30, 26

-33

0.00%

LAKE STREET FINANCIAL LLC

5.63K

Jun 30, 26

-643

0.00%

TRUST CO OF TOLEDO NA /OH/

5.63K

Jun 30, 26

-4

0.00%

Financial Gravity Companies, Inc.

5.63K

Jun 30, 26

+5.63K

0.00%

Meridian Financial Partners LLC

5.63K

Jun 30, 26

+40

0.00%

Crusonia Wealth Advisors LLC

5.61K

Jun 30, 26

+700

0.00%

Daviman Financial, LLC

5.58K

Jun 30, 26

-19.12K

0.00%

Storen Legacy Partners, LLC

5.53K

Jun 30, 26

-94

0.00%

MOULTON WEALTH MANAGEMENT, INC

5.52K

Jun 30, 26

+5.52K

0.00%

First Financial Bank - Trust Division

5.51K

Jun 30, 26

-278

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

5.50K

Jun 30, 26

-736

0.00%

Violich Capital Management, Inc.

5.50K

Jun 30, 26

0.00%

Aprio Wealth Management, LLC

5.42K

Jun 30, 26

-55

0.00%

Noble Wealth Management PBC

5.38K

Jun 30, 26

-70

0.00%

Schrum Private Wealth Management LLC

5.38K

Jun 30, 26

-2.25K

0.00%

Cornerstone Planning Group LLC

5.38K

Jun 30, 26

-11.67K

0.00%

CORE WEALTH ADVISORS, LLC

5.37K

Jun 30, 26

-20.93K

0.00%

Abundance Wealth Counselors

5.36K

Jun 30, 26

-636

0.00%

Soundwatch Capital LLC

5.35K

Jun 30, 26

-54

0.00%

Aspire Private Capital, LLC

5.25K

Jun 30, 26

-3.44K

0.00%

Cardinal Point Capital Management, ULC

5.22K

Jun 30, 26

-18

0.00%

EFG International AG

5.22K

Jun 30, 26

-927

0.00%

Gateway Wealth Partners, LLC

5.21K

Jun 30, 26

-49.56K

0.00%

Pearl Planning LLC

5.20K

Jun 30, 26

-476

0.00%

Owl Creek Wealth Partners LLC

5.20K

Jun 30, 26

-75

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

5.20K

Jun 30, 26

0.00%

Bank Julius Baer & Co. Ltd, Zurich

5.19K

Jun 30, 26

0.00%

Vavra Capital Management, LLC

5.19K

Jun 30, 26

-148

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

5.16K

Jun 30, 26

+682

0.00%

First American Bank

5.16K

Jun 30, 26

-89

0.00%

Accredited Investors Inc.

5.14K

Jun 30, 26

-1.52K

0.00%

MFA Wealth Services

5.12K

Jun 30, 26

-389

0.00%

Kellett Wealth Advisors, LLC

5.11K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

5.10K

Jun 30, 26

+618

0.00%

SWP FINANCIAL LLC

5.08K

Jun 30, 26

-19.76K

0.00%

W ADVISORS, LLC

5.05K

Jun 30, 26

-4.51K

0.00%

ALTFEST L J & CO INC

5.01K

Jun 30, 26

-44.41K

0.00%

Investment Advisory Group, LLC

5.01K

Jun 30, 26

-363

0.00%

Wolff Financial Management LLC

5.00K

Jun 30, 26

0.00%

Ergawealth Advisors, Inc.

4.98K

Jun 30, 26

0.00%

GK Wealth Management LLC

4.97K

Jun 30, 26

+4.97K

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

4.97K

Jun 30, 26

-580

0.00%

Clark Asset Management, LLC

4.96K

Jun 30, 26

+134

0.00%

MATHER GROUP, LLC.

4.95K

Jun 30, 26

-7.51K

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

4.91K

Jun 30, 26

-1.68K

0.00%

FLC Capital Advisors

4.89K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

4.89K

Jun 30, 26

+1.09K

0.00%

ORG Wealth Partners, LLC

4.88K

Jun 30, 26

+216

0.00%

REGIMEN WEALTH, LLC

4.86K

Jun 30, 26

-114

0.00%

WASHINGTON TRUST Co

4.82K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.81K

Jun 30, 26

-3.40K

0.00%

Wealthfront Advisers LLC

4.80K

Jun 30, 26

-1.29K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.80K

Jun 30, 26

-5.69K

0.00%

Embree Financial Group

4.79K

Jun 30, 26

-3.83K

0.00%

CIBC Bancorp USA Inc.

4.79K

Jun 30, 26

+863

0.00%

White Lighthouse Investment Management Inc.

4.74K

Jun 30, 26

+265

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.73K

Jun 30, 26

-1.41K

0.00%

PRINCIPAL FINANCIAL GROUP INC

4.70K

Jun 30, 26

0.00%

Wells Financial Advisors INC

4.67K

Jun 30, 26

-2.48K

0.00%

Indivisible Partners

4.66K

Jun 30, 26

+3.23K

0.00%

Squarepoint Ops LLC

4.66K

Jun 30, 26

+4.66K

0.00%

SWEENEY & MICHEL, LLC

4.65K

Jun 30, 26

+18

0.00%

Wealth Dimensions Group, Ltd.

4.64K

Jun 30, 26

-397

0.00%

Destiny Wealth Partners, LLC

4.61K

Jun 30, 26

-62

0.00%

KELLY FINANCIAL GROUP LLC

4.61K

Jun 30, 26

-98

0.00%

Eldridge Investment Advisors, Inc.

4.56K

Jun 30, 26

-542

0.00%

FIFTH THIRD SECURITIES, INC.

4.54K

Jun 30, 26

+52

0.00%

Altus Wealth Group LLC

4.53K

Jun 30, 26

0.00%

Exchange Bank

4.52K

Jun 30, 26

+1.63K

0.00%

Legacy Trust

4.52K

Jun 30, 26

0.00%

Americana Partners, LLC

4.45K

Jun 30, 26

0.00%

Trace Wealth Advisors, LLC

4.43K

Jun 30, 26

0.00%

STABLEFORD CAPITAL II LLC

4.43K

Jun 30, 26

+26

0.00%

RMR Wealth Builders

4.42K

Jun 30, 26

+4.42K

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

4.39K

Jun 30, 26

-247

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.38K

Jun 30, 26

-54

0.00%

McAdam, LLC

4.37K

Jun 30, 26

-542

0.00%

Tempus Wealth Planning, LLC

4.36K

Jun 30, 26

-5.61K

0.00%

Bogart Wealth, LLC

4.32K

Jun 30, 26

+89

0.00%

FAMILY WEALTH PARTNERS, LLC

4.30K

Jun 30, 26

0.00%

IMA Wealth, Inc.

4.30K

Jun 30, 26

+4.30K

0.00%

LANE BROTHERS & CO INC

4.29K

Jun 30, 26

-285

0.00%

Oak Barrel Wealth Advisory LLC

4.27K

Jun 30, 26

+4.27K

0.00%

Amplius Wealth Advisors, LLC

4.27K

Jun 30, 26

0.00%

SouthState Corp

4.27K

Jun 30, 26

-46

0.00%

Ridgeline Wealth Planning, LLC

4.25K

Jun 30, 26

-441

0.00%

FIDUCIARY FINANCIAL ADVISORS

4.25K

Jun 30, 26

+4.25K

0.00%

RHS Financial, LLC

4.25K

Jun 30, 26

+851

0.00%

Lebenthal Global Advisors, LLC

4.20K

Jun 30, 26

0.00%

NOVEM GROUP

4.19K

Jun 30, 26

+848

0.00%

Peak Wealth Management LLC

4.19K

Jun 30, 26

-22.04K

0.00%

Empower Advisory Group, LLC

4.14K

Jun 30, 26

-40

0.00%

IBEX WEALTH ADVISORS

4.10K

Jun 30, 26

+15

0.00%

TOWER BRIDGE ADVISORS

4.08K

Jun 30, 26

+185

0.00%

PERRYMAN FINANCIAL ADVISORY INC /AD

4.07K

Jun 30, 26

-3

0.00%

DAVIDSON TRUST CO

4.06K

Jun 30, 26

0.00%

Arcadia Wealth Management, LLC

4.06K

Jun 30, 26

-3.10K

0.00%

FIRST NATIONAL TRUST CO

4.06K

Jun 30, 26

+932

0.00%

Simplicity Wealth,LLC

4.05K

Jun 30, 26

-16.78K

0.00%

New England Professional Planning Group Inc.

4.04K

Jun 30, 26

0.00%

Cerity Partners Retirement Plan Advisors LLC

4.03K

Jun 30, 26

+4.03K

0.00%

Valeo Financial Advisors, LLC

4.00K

Jun 30, 26

-48

0.00%

BECK CAPITAL MANAGEMENT, LLC

3.97K

Jun 30, 26

0.00%

Sound Income Strategies, LLC

3.97K

Jun 30, 26

+845

0.00%

REGIONS FINANCIAL CORP

3.97K

Jun 30, 26

+814

0.00%

Paulson Wealth Management Inc.

3.96K

Jun 30, 26

0.00%

DLK Investment Management, LLC

3.94K

Jun 30, 26

+3.94K

0.00%

SUTTON PLACE INVESTORS LLC

3.94K

Jun 30, 26

-5.71K

0.00%

Procyon Advisors, LLC

3.94K

Jun 30, 26

-154

0.00%

Indie Asset Partners, LLC

3.91K

Jun 30, 26

-8

0.00%

Purpose Unlimited Inc.

3.88K

Jun 30, 26

+3.03K

0.00%

United Advisor Group, LLC

3.87K

Jun 30, 26

-793

0.00%

LifePlan Investment Advisors, Inc.

3.85K

Jun 30, 26

-9.10K

0.00%

A4 Wealth Advisors LLC

3.85K

Jun 30, 26

-13.60K

0.00%

NCM Capital Management, LLC

3.84K

Jun 30, 26

-100

0.00%

Sonoma Private Wealth LLC

3.84K

Jun 30, 26

-211

0.00%

Cooper Financial Group

3.83K

Jun 30, 26

-1.57K

0.00%

Union Bancaire Privee, UBP SA

3.83K

Jun 30, 26

+2.02K

0.00%

MKT Advisors LLC

3.83K

Jun 30, 26

-4.21K

0.00%

BLUEDOOR PRIVATE WEALTH, LLC

3.83K

Jun 30, 26

-243

0.00%

PKS Advisory Services, LLC

3.80K

Jun 30, 26

-782

0.00%

HCR Wealth Advisors

3.80K

Jun 30, 26

-194

0.00%

FIRST MANHATTAN CO. LLC.

3.80K

Jun 30, 26

-65

0.00%

Fiduciary Alliance LLC

3.79K

Jun 30, 26

-421

0.00%

Emprise Bank

3.78K

Jun 30, 26

-12

0.00%

Marshall Financial Group LLC

3.75K

Jun 30, 26

-698

0.00%

THEORY FINANCIAL LLC

3.73K

Jun 30, 26

-11.40K

0.00%

TRED AVON FAMILY WEALTH, LLC

3.73K

Jun 30, 26

0.00%

Moors & Cabot, Inc.

3.71K

Jun 30, 26

-590

0.00%

Midwest Trust Co

3.71K

Jun 30, 26

-351

0.00%

Firestone Capital Management

3.71K

Jun 30, 26

0.00%

Moss Adams Wealth Advisors LLC

3.70K

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

3.67K

Jun 30, 26

+228

0.00%

TSFG, LLC

3.64K

Jun 30, 26

-40.31K

0.00%

JGP Wealth Management, LLC

3.64K

Jun 30, 26

+896

0.00%

Boston Trust Walden Corp

3.63K

Jun 30, 26

-1

0.00%

VANGUARD ADVISERS INC

3.62K

Jun 30, 26

-148

0.00%

Wilkins Miller Wealth Management, LLC

3.61K

Jun 30, 26

+47

0.00%

Northside Capital Management, LLC

3.58K

Jun 30, 26

0.00%

FLAGSTAR ADVISORS INC.

3.58K

Jun 30, 26

-1.10K

0.00%

SIGNATUREFD, LLC

3.56K

Jun 30, 26

-8

0.00%

MBL Wealth, LLC

3.54K

Jun 30, 26

-90

0.00%

CULLEN/FROST BANKERS, INC.

3.53K

Jun 30, 26

+32

0.00%

PAX Financial Group, LLC

3.52K

Jun 30, 26

-61.48K

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.52K

Jun 30, 26

+63

0.00%

Independence Bank of Kentucky

3.51K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

3.50K

Jun 30, 26

-14

0.00%

Capital Analysts, LLC

3.50K

Jun 30, 26

-29.63K

0.00%

Root Financial Partners, LLC

3.50K

Jun 30, 26

-44

0.00%

TFR Capital, LLC.

3.49K

Jun 30, 26

0.00%

Kovitz Investment Group Partners, LLC

3.49K

Jun 30, 26

+446

0.00%

EQ LLC

3.46K

Jun 30, 26

-8.35K

0.00%

Integrated Wealth Management

3.46K

Jun 30, 26

-5.00K

0.00%

Oxinas Partners Wealth Management LLC

3.44K

Jun 30, 26

+537

0.00%

Financial Network Wealth Management LLC

3.43K

Jun 30, 26

0.00%

Legacy Advisors, LLC

3.42K

Jun 30, 26

+321

0.00%

GenTrust, LLC

3.40K

Jun 30, 26

0.00%

Compagnie Lombard Odier SCmA

3.40K

Jun 30, 26

-820

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

3.40K

Jun 30, 26

-668

0.00%

CITIZENS FINANCIAL GROUP INC/RI

3.38K

Jun 30, 26

+98

0.00%

Rathbones Group PLC

3.37K

Jun 30, 26

0.00%

Palatine Hill Wealth Management, LLC

3.37K

Jun 30, 26

+486

0.00%

D'Orazio & Associates, Inc.

3.36K

Jun 30, 26

-1.69K

0.00%

PFG Private Wealth Management, LLC

3.34K

Jun 30, 26

-1.05K

0.00%

Integrated Advisors Network LLC

3.34K

Jun 30, 26

-11.18K

0.00%

RITHOLTZ WEALTH MANAGEMENT

3.33K

Jun 30, 26

+826

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

3.31K

Jun 30, 26

0.00%

OneAscent Family Office, LLC

3.31K

Jun 30, 26

-299

0.00%

YARGER WEALTH STRATEGIES, LLC

3.31K

Jun 30, 26

+111

0.00%

OXFORD FINANCIAL GROUP LTD

3.30K

Jun 30, 26

0.00%

Zhang Financial LLC

3.30K

Jun 30, 26

0.00%

BridgePort Financial Solutions, LLC

3.30K

Jun 30, 26

-6.98K

0.00%

ZENITH SOLUTIONS, INC.

3.29K

Jun 30, 26

+3.29K

0.00%

Cassilly Financial Group LLC

3.29K

Jun 30, 26

-3.64K

0.00%

Fortis Group Advisors, LLC

3.28K

Jun 30, 26

+25

0.00%

Strathmore Capital Advisors, Inc.

3.27K

Jun 30, 26

-1.37K

0.00%

Oath Planning, LLC

3.25K

Jun 30, 26

+279

0.00%

CURTIS WEALTH MANAGEMENT LLC

3.21K

Jun 30, 26

-18.15K

0.00%

Palisade Asset Management, LLC

3.21K

Jun 30, 26

-155

0.00%

Lantern Wealth Advisors, LLC

3.20K

Jun 30, 26

-2.04K

0.00%

Pinnacle Wealth Planning Services, Inc.

3.17K

Jun 30, 26

0.00%

BOKF, NA

3.17K

Jun 30, 26

+2.61K

0.00%

Legacy Financial Group LLC

3.17K

Jun 30, 26

-42.53K

0.00%

Hutchens & Kramer Investment Management Group, LLC

3.12K

Jun 30, 26

-2.84K

0.00%

Smithfield Trust Co

3.11K

Jun 30, 26

-20

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

3.10K

Jun 30, 26

+3.10K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

3.10K

Jun 30, 26

+23

0.00%

Prime Buchholz LLC

3.10K

Jun 30, 26

+3.10K

0.00%

Lifeworks Advisors, LLC

3.10K

Jun 30, 26

-772

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

3.09K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

3.09K

Jun 30, 26

+2.49K

0.00%

DEUTSCHE BANK AG\

3.06K

Jun 30, 26

+367

0.00%

Sumitomo Mitsui DS Asset Management Company, Ltd

3.03K

Jun 30, 26

+3.03K

0.00%

BENNINGFIELD FINANCIAL ADVISORS, LLC

3.00K

Jun 30, 26

-269

0.00%

Continuum Advisory, LLC

2.97K

Jun 30, 26

-1.13K

0.00%

Genesis Wealth Advisors, LLC

2.97K

Jun 30, 26

0.00%

Tolleson Wealth Management, Inc.

2.96K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

2.95K

Jun 30, 26

+2.95K

0.00%

Aureus Asset Management, LLC

2.95K

Jun 30, 26

-449

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

2.95K

Jun 30, 26

-267

0.00%

Investment Research Partners LLC

2.95K

Jun 30, 26

-1.34K

0.00%

Accelerate Investment Advisors LLC

2.94K

Jun 30, 26

-3.58K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

2.94K

Jun 30, 26

+361

0.00%

Opus Financial Solutions LLC

2.94K

Jun 30, 26

+50

0.00%

SYM FINANCIAL Corp

2.92K

Jun 30, 26

+77

0.00%

Wealth Management Associates, Inc.

2.92K

Jun 30, 26

-57

0.00%

COWA, LLC

2.91K

Jun 30, 26

-3.20K

0.00%

AlphaStar Capital Management, LLC

2.91K

Jun 30, 26

+102

0.00%

Baldwin Investment Management, LLC

2.90K

Jun 30, 26

+2.90K

0.00%

Beaumont Financial Advisors, LLC

2.86K

Jun 30, 26

+398

0.00%

First Financial Group Corp

2.84K

Jun 30, 26

0.00%

International Private Wealth Advisors LLC

2.83K

Jun 30, 26

-3

0.00%

Fort Point Capital Partners LLC

2.83K

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

2.82K

Jun 30, 26

+33

0.00%

NWF Advisory Services Inc.

2.82K

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

2.82K

Jun 30, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

2.81K

Jun 30, 26

-23.35K

0.00%

Ballast Rock Private Wealth LLC

2.80K

Jun 30, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

2.80K

Jun 30, 26

-177

0.00%

WNY Asset Management, LLC

2.78K

Jun 30, 26

-2.81K

0.00%

Empowered Funds, LLC

2.77K

Jun 30, 26

-490

0.00%

NOVUS ADVISORS, LLC

2.77K

Jun 30, 26

-377

0.00%

Curry Webb Wealth Management LLC

2.76K

Jun 30, 26

-70

0.00%

JT Stratford LLC

2.76K

Jun 30, 26

-2.64K

0.00%

Fermata Advisors, LLC

2.76K

Jun 30, 26

+261

0.00%

Richard P Slaughter Associates Inc

2.76K

Jun 30, 26

-1.72K

0.00%

Neuberger Berman Group LLC

2.75K

Jun 30, 26

+295

0.00%

Johnson Financial Group, LLC

2.75K

Jun 30, 26

0.00%

Wedmont Private Capital

2.73K

Jun 30, 26

+292

0.00%

First Heartland Consultants, Inc.

2.72K

Jun 30, 26

-6.69K

0.00%

Index Technologies Group LLC

2.72K

Jun 30, 26

+229

0.00%

BBR PARTNERS, LLC

2.71K

Jun 30, 26

+2.71K

0.00%

CWA Asset Management Group, LLC

2.71K

Jun 30, 26

+2.71K

0.00%

Russell Investments Group, Ltd.

2.67K

Jun 30, 26

+244

0.00%

Crewe Advisors LLC

2.66K

Jun 30, 26

+32

0.00%

Avail Investment Partners, LLC

2.65K

Jun 30, 26

0.00%

NBT BANK N A /NY

2.65K

Jun 30, 26

-520

0.00%

IPG Investment Advisors LLC

2.64K

Jun 30, 26

-182

0.00%

Pinion Investment Advisors, LLC

2.63K

Jun 30, 26

-14.58K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

2.62K

Jun 30, 26

+163

0.00%

Wise Wealth Partners

2.62K

Jun 30, 26

-2.56K

0.00%

46 Peaks LLC

2.62K

Jun 30, 26

-174

0.00%

Citizens National Bank Trust Department

2.61K

Jun 30, 26

0.00%

Mosley Wealth Management

2.60K

Jun 30, 26

-23.33K

0.00%

OneAscent Financial Services LLC

2.60K

Jun 30, 26

+509

0.00%

Asset Allocation Strategies LLC

2.60K

Jun 30, 26

+57

0.00%

Badgley Phelps Wealth Managers, LLC

2.59K

Jun 30, 26

0.00%

4J Wealth Management LLC

2.59K

Jun 30, 26

-750

0.00%

San Luis Wealth Advisors LLC

2.57K

Jun 30, 26

0.00%

Pacific Excel Wealth Advisors, Inc.

2.56K

Jun 30, 26

-500

0.00%

Heritage Family Offices, LLP

2.56K

Jun 30, 26

-378

0.00%

Parkwoods Wealth Partners, LLC

2.54K

Jun 30, 26

-59

0.00%

WADDELL & ASSOCIATES, LLC

2.54K

Jun 30, 26

-142

0.00%

Box Hill Private Wealth LLC

2.54K

Jun 30, 26

0.00%

Frederick Financial Consultants, LLC

2.52K

Jun 30, 26

+648

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

2.51K

Jun 30, 26

0.00%

Compass Wealth Management, LLC/GA

2.51K

Jun 30, 26

-12

0.00%

Lansing Street Advisors

2.51K

Jun 30, 26

0.00%

LS Investment Advisors, LLC

2.50K

Jun 30, 26

-150

0.00%

VIAWEALTH, LLC

2.50K

Jun 30, 26

0.00%

Disciplined Investments, LLC

2.50K

Jun 30, 26

0.00%

TritonPoint Partners, LLC

2.50K

Jun 30, 26

+188

0.00%

Forefront Wealth Partners, LLC

2.48K

Jun 30, 26

+358

0.00%

SAPIENT CAPITAL LLC

2.46K

Jun 30, 26

+2.46K

0.00%

L. Roy Papp & Associates, LLP

2.46K

Jun 30, 26

0.00%

FSM Wealth Advisors, LLC

2.45K

Jun 30, 26

+2.45K

0.00%

Asset Dedication, LLC

2.44K

Jun 30, 26

0.00%

Vermillion & White Wealth Management Group, LLC

2.43K

Jun 30, 26

+35

0.00%

Daybright Advisory Services, Inc.

2.43K

Jun 30, 26

+379

0.00%

Cadia Private Client LLC

2.43K

Jun 30, 26

-10.32K

0.00%

CIBC WORLD MARKET INC.

2.42K

Jun 30, 26

+143

0.00%

Key FInancial Inc

2.41K

Jun 30, 26

0.00%

Krilogy Financial LLC

2.39K

Jun 30, 26

+60

0.00%

FORVIS Wealth Advisors, LLC

2.38K

Jun 30, 26

+203

0.00%

CLUNE & ASSOCIATES, LTD.

2.37K

Jun 30, 26

+2.37K

0.00%

Integrity Financial Corp /WA

2.37K

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

2.36K

Jun 30, 26

-2.25K

0.00%

R2 Capital Strategies, LLC

2.36K

Jun 30, 26

+2.36K

0.00%

Harbor Asset Planning, Inc.

2.36K

Jun 30, 26

0.00%

Causey Wealth LLC

2.36K

Jun 30, 26

0.00%

PHILADELPHIA TRUST CO

2.36K

Jun 30, 26

0.00%

AMG Asset Management Group, Inc.

2.35K

Jun 30, 26

0.00%

Fortune Financial Advisors, LLC

2.34K

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

2.34K

Jun 30, 26

-12.69K

0.00%

TCFG Investment Advisors, LLC

2.33K

Jun 30, 26

+23

0.00%

Busey Wealth Management

2.33K

Jun 30, 26

0.00%

Williams Jones Wealth Management, LLC.

2.33K

Jun 30, 26

+500

0.00%

VisionPoint Advisory Group, LLC

2.32K

Jun 30, 26

+483

0.00%

Wescott Financial Advisory Group, LLC

2.32K

Jun 30, 26

0.00%

Empirical Asset Management, LLC

2.31K

Jun 30, 26

-1.25K

0.00%

SFMG, LLC

2.31K

Jun 30, 26

-60

0.00%

Unify Financial Advisors

2.31K

Jun 30, 26

-5.37K

0.00%

CogentBlue Wealth Advisors, LLC

2.31K

Jun 30, 26

0.00%

BNB Wealth Management, LLC

2.29K

Jun 30, 26

0.00%

Tidemark, LLC

2.28K

Jun 30, 26

-74

0.00%

Kaufman Rossin Wealth, LLC

2.27K

Jun 30, 26

0.00%

CapWealth Advisors, LLC

2.27K

Jun 30, 26

0.00%

Atlas Brown,Inc.

2.27K

Jun 30, 26

-366

0.00%

KENNEDY INVESTMENT GROUP

2.26K

Jun 30, 26

-457

0.00%

JACKSON THORNTON ASSET MANAGEMENT, LLC

2.25K

Jun 30, 26

0.00%

Gemmer Asset Management LLC

2.24K

Jun 30, 26

-30

0.00%

Ledyard National Bank

2.24K

Jun 30, 26

-30

0.00%

JDM Financial Group LLC

2.23K

Jun 30, 26

0.00%

Sensible Money, LLC

2.23K

Jun 30, 26

0.00%

COFG Advisors, LLC

2.23K

Jun 30, 26

-89

0.00%

GRIMES & COMPANY, INC.

2.22K

Jun 30, 26

+88

0.00%

NORTHBRIDGE FINANCIAL GROUP, LLC

2.21K

Jun 30, 26

-436

0.00%

Darden Wealth Group Inc

2.21K

Jun 30, 26

-65

0.00%

DRIVE WEALTH MANAGEMENT, LLC

2.20K

Jun 30, 26

-259

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.20K

Jun 30, 26

+108

0.00%

Oregon Pacific Wealth Management, LLC

2.20K

Jun 30, 26

-1.57K

0.00%

Leading Edge Financial Planning LLC

2.20K

Jun 30, 26

-273

0.00%

GSB Wealth Management, LLC

2.19K

Jun 30, 26

+92

0.00%

ASPIRIANT, LLC

2.17K

Jun 30, 26

0.00%

XY Planning Network, Inc.

2.17K

Jun 30, 26

-9.53K

0.00%

SEI INVESTMENTS CO

2.17K

Jun 30, 26

+2.17K

0.00%

Arvest Bank Trust Division

2.17K

Jun 30, 26

+2.17K

0.00%

Morton Capital Management LLC/CA

2.16K

Jun 30, 26

+519

0.00%

BCU Wealth Advisors, LLC

2.16K

Jun 30, 26

-7.38K

0.00%

Town Capital LLC

2.16K

Jun 30, 26

-22.46K

0.00%

Milestone Asset Management Group, LLC

2.15K

Jun 30, 26

-61

0.00%

Advisory Alpha, LLC

2.15K

Jun 30, 26

+116

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

2.14K

Jun 30, 26

-45

0.00%

Lodestone Wealth Management LLC

2.13K

Jun 30, 26

-91

0.00%

Klingman & Associates, LLC

2.11K

Jun 30, 26

-321

0.00%

Argentarii, LLC

2.11K

Jun 30, 26

0.00%

True North Advisors, LLC

2.11K

Jun 30, 26

-1.83K

0.00%

Glass Jacobson Investment Advisors llc

2.10K

Jun 30, 26

-190

0.00%

JFS WEALTH ADVISORS, LLC

2.10K

Jun 30, 26

-6.32K

0.00%

Veridan Wealth LLC

2.08K

Jun 30, 26

-193

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

2.08K

Jun 30, 26

-10

0.00%

Investment Planning Advisors, Inc.

2.08K

Jun 30, 26

-117

0.00%

MARIPAU WEALTH MANAGEMENT LLC

2.08K

Jun 30, 26

-3.51K

0.00%

Larson Financial Group LLC

2.07K

Jun 30, 26

-492

0.00%

Advisor OS, LLC

2.07K

Jun 30, 26

-52

0.00%

Frankly Finances, LLC

2.06K

Jun 30, 26

0.00%

Destination Wealth Management

2.06K

Jun 30, 26

+510

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.06K

Jun 30, 26

0.00%

MSH Capital Advisors LLC

2.06K

Jun 30, 26

-2.49K

0.00%

Quantbot Technologies LP

2.06K

Jun 30, 26

+1.65K

0.00%

FLP Wealth Management, LLC

2.02K

Jun 30, 26

-2.38K

0.00%

Riverbend Wealth Management, LLC

2.02K

Jun 30, 26

-150

0.00%

Koshinski Asset Management, Inc.

2.02K

Jun 30, 26

+53

0.00%

Alvarez & Marsal Private Wealth Partners, LLC

2.01K

Jun 30, 26

+103

0.00%

Octavia Wealth Advisors, LLC

2.00K

Jun 30, 26

-718

0.00%

GUERRA PAN ADVISORS, LLC

1.99K

Jun 30, 26

-210

0.00%

Quotient Wealth Partners, LLC

1.98K

Jun 30, 26

-585

0.00%

WHALEROCK POINT PARTNERS, LLC

1.98K

Jun 30, 26

0.00%

Clarity Financial LLC

1.97K

Jun 30, 26

+50

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.97K

Jun 30, 26

-2.24K

0.00%

Investment Management Trust, LLC

1.97K

Jun 30, 26

-62

0.00%

Clearwater Capital Advisors, LLC

1.97K

Jun 30, 26

-106

0.00%

OakTrust Wealth Advisors, LLC

1.97K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

1.96K

Jun 30, 26

0.00%

Magnus Financial Group LLC

1.96K

Jun 30, 26

-554

0.00%

MOSAIC FINANCIAL GROUP, LLC

1.96K

Jun 30, 26

0.00%

Lee Financial Co

1.93K

Jun 30, 26

+1.93K

0.00%

London & Capital Asset Management Ltd

1.92K

Jun 30, 26

+106

0.00%

CWS Financial Advisors, LLC

1.92K

Jun 30, 26

0.00%

Napier Financial, LLC

1.92K

Jun 30, 26

0.00%

LVW Advisors, LLC

1.91K

Jun 30, 26

-201

0.00%

Elevation Wealth Management LLC

1.91K

Jun 30, 26

-915

0.00%

J. M. Brown & Associates Inc.

1.91K

Jun 30, 26

+1.91K

0.00%

LifeGoal Wealth Advisors

1.91K

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

1.91K

Jun 30, 26

-170

0.00%

NORTHSTAR ASSET MANAGEMENT INC

1.90K

Jun 30, 26

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

1.90K

Jun 30, 26

+1.60K

0.00%

KERR FINANCIAL PLANNING Corp

1.90K

Jun 30, 26

-3

0.00%

Coastal Bridge Advisors, LLC

1.89K

Jun 30, 26

0.00%

Bullock Wealth Management Group

1.89K

Jun 30, 26

+1.89K

0.00%

Apex Wealth Management, LLC

1.88K

Jun 30, 26

+16

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

1.88K

Jun 30, 26

-3

0.00%

Provident Wealth Management, LLC

1.87K

Jun 30, 26

-128

0.00%

Intrua Financial, LLC

1.87K

Jun 30, 26

+197

0.00%

Accurate Wealth Management, LLC

1.87K

Jun 30, 26

+677

0.00%

Hunter Perkins Capital Management, LLC

1.87K

Jun 30, 26

+317

0.00%

Payne Capital LLC

1.87K

Jun 30, 26

0.00%

PCM Encore, LLC

1.87K

Jun 30, 26

+1.87K

0.00%

Colter Lewis Investment Partners LLC

1.86K

Jun 30, 26

0.00%

Walkner Condon Financial Advisors LLC

1.85K

Jun 30, 26

+1.85K

0.00%

GAMMA Investing LLC

1.84K

Jun 30, 26

+79

0.00%

Redwood Investment Management, LLC

1.82K

Jun 30, 26

-11.04K

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

1.82K

Jun 30, 26

0.00%

FORTEM FINANCIAL GROUP, LLC

1.81K

Jun 30, 26

+1.81K

0.00%

Joel Isaacson & Co., LLC

1.81K

Jun 30, 26

+124

0.00%

Alpha Financial Partners, LLC

1.81K

Jun 30, 26

-501

0.00%

Kendall Capital Management

1.80K

Jun 30, 26

0.00%

BAM Wealth Management, LLC

1.80K

Jun 30, 26

-973

0.00%

CAMBIENT FAMILY OFFICE, LLC

1.80K

Jun 30, 26

+1.74K

0.00%

Advance Capital Management, Inc.

1.79K

Jun 30, 26

-24

0.00%

Avion Wealth

1.79K

Jun 30, 26

-2

0.00%

ACIMA PRIVATE WEALTH, LLC

1.78K

Jun 30, 26

0.00%

STAGE HARBOR FINANCIAL, LLC

1.78K

Jun 30, 26

0.00%

Commonwealth Financial Services, LLC

1.77K

Jun 30, 26

-9

0.00%

Curtis Advisory Group, LLC

1.75K

Jun 30, 26

-10.83K

0.00%

Empire Life Investments Inc.

1.75K

Jun 30, 26

-4.30K

0.00%

BLALOCK WILLIAMS, LLC

1.75K

Jun 30, 26

-9.29K

0.00%

Diversified Portfolios, Inc.

1.75K

Jun 30, 26

0.00%

HBW Advisory Services LLC

1.74K

Jun 30, 26

-8

0.00%

NAPLES GLOBAL ADVISORS, LLC

1.74K

Jun 30, 26

0.00%

Adelphi Trust Co

1.73K

Jun 30, 26

0.00%

CPA Asset Management LLC

1.72K

Jun 30, 26

0.00%

Headlands Technologies LLC

1.72K

Jun 30, 26

+454

0.00%

Clark Capital Management Group, Inc.

1.71K

Jun 30, 26

-477

0.00%

Principle Wealth Partners LLC

1.70K

Jun 30, 26

-24

0.00%

Hobbs Wealth Management, LLC

1.70K

Jun 30, 26

-23.99K

0.00%

Envision Financial Planning, LLC

1.69K

Jun 30, 26

-150

0.00%

Nikulski Financial, Inc.

1.68K

Jun 30, 26

-180

0.00%

SALEM INVESTMENT COUNSELORS INC

1.68K

Jun 30, 26

0.00%

CHANNEL WEALTH LLC

1.68K

Jun 30, 26

-243

0.00%

Solstein Capital, LLC

1.67K

Jun 30, 26

0.00%

Warren Street Wealth Advisors, LLC

1.67K

Jun 30, 26

0.00%

Fund Evaluation Group, LLC

1.66K

Jun 30, 26

0.00%

Capital Investment Counsel, LLC

1.66K

Jun 30, 26

-2.88K

0.00%

Gerber Kawasaki Wealth & Investment Management

1.66K

Jun 30, 26

+97

0.00%

Black Diamond Financial, LLC

1.66K

Jun 30, 26

0.00%

Pinnacle Wealth Management Group, Inc.

1.65K

Jun 30, 26

-149

0.00%

Rehmann Capital Advisory Group

1.64K

Jun 30, 26

-650

0.00%

INVESTED ADVISORS

1.64K

Jun 30, 26

0.00%

American Wealth Advisors, LLC

1.64K

Jun 30, 26

0.00%

Gilliland Jeter Wealth Management LLC

1.63K

Jun 30, 26

-2.40K

0.00%

Cornerstone Wealth Group, LLC

1.63K

Jun 30, 26

-14.68K

0.00%

Farnam Financial LLC

1.62K

Jun 30, 26

+71

0.00%

SIMA Wealth Partners, LLC

1.62K

Jun 30, 26

0.00%

Confluence Wealth Services, Inc.

1.62K

Jun 30, 26

+344

0.00%

Falcon Wealth Planning

1.61K

Jun 30, 26

0.00%

RAM Investment Partners, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Revisor Wealth Management LLC

1.60K

Jun 30, 26

+193

0.00%

CLEAR INVESTMENT RESEARCH, LLC

1.59K

Jun 30, 26

0.00%

Hobart Private Capital, LLC

1.59K

Jun 30, 26

+134

0.00%

Essential Investment Partners LLC

1.59K

Jun 30, 26

+858

0.00%

MONTAG A & ASSOCIATES INC

1.59K

Jun 30, 26

+79

0.00%

Sterling Financial Planning, Inc.

1.58K

Jun 30, 26

0.00%

Beacon Wealthcare LLC

1.58K

Jun 30, 26

0.00%

FORTRESS FINANCIAL GROUP, LLC

1.58K

Jun 30, 26

0.00%

Hurlow Wealth Management Group, Inc.

1.58K

Jun 30, 26

0.00%

Cannon Financial Strategists, Inc.

1.57K

Jun 30, 26

+204

0.00%

GFG Capital, LLC

1.57K

Jun 30, 26

+118

0.00%

Colonial Trust Advisors

1.56K

Jun 30, 26

+25

0.00%

NIXON PEABODY TRUST CO

1.55K

Jun 30, 26

0.00%

KLINGENSTEIN FIELDS & CO LP

1.55K

Jun 30, 26

0.00%

Frank, Rimerman Advisors LLC

1.55K

Jun 30, 26

0.00%

Traynor Capital Management, Inc.

1.54K

Jun 30, 26

+198

0.00%

Chatterton & Associates Inc.

1.54K

Jun 30, 26

-11.16K

0.00%

Chancellor Financial Group WB LP

1.53K

Jun 30, 26

+19

0.00%

Vantus Wealth LLC

1.53K

Jun 30, 26

+1.53K

0.00%

Post Resch Tallon Group Inc.

1.53K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

1.53K

Jun 30, 26

0.00%

Bluesphere Advisors, LLC

1.53K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

1.53K

Jun 30, 26

+351

0.00%

Sanchez Gaunt Capital Management, LLC

1.53K

Jun 30, 26

-3.38K

0.00%

ZACKS INVESTMENT MANAGEMENT

1.52K

Jun 30, 26

-958

0.00%

CAMDEN NATIONAL BANK

1.50K

Jun 30, 26

+269

0.00%

Timonier Family Office, LTD.

1.50K

Jun 30, 26

+1.50K

0.00%

Sanchez Wealth Management Group

1.49K

Jun 30, 26

+207

0.00%

HM PAYSON & CO

1.49K

Jun 30, 26

+664

0.00%

Van Diest Capital, LLC

1.49K

Jun 30, 26

-97

0.00%

SigFig Wealth Management, LLC

1.49K

Jun 30, 26

-23.35K

0.00%

Walser Wealth Management Company, A Ltd Liability Co

1.48K

Jun 30, 26

+1.48K

0.00%

Westside Investment Management, Inc.

1.48K

Jun 30, 26

-620

0.00%

Exit Wealth Advisors, LLC.

1.48K

Jun 30, 26

0.00%

Creekside Partners

1.47K

Jun 30, 26

0.00%

BALYASNY ASSET MANAGEMENT L.P.

1.47K

Jun 30, 26

+1.47K

0.00%

Schwab Charitable Fund

1.46K

Jun 30, 26

0.00%

Northwest Wealth Advisors, LLC

1.46K

Jun 30, 26

+30

0.00%

TFO-TDC, LLC

1.45K

Jun 30, 26

+265

0.00%

Bangor Savings Bank

1.45K

Jun 30, 26

-38

0.00%

RPS ADVISORY SOLUTIONS LLC

1.45K

Jun 30, 26

+22

0.00%

WHITTIER TRUST CO

1.45K

Jun 30, 26

+1.36K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

1.44K

Jun 30, 26

+95

0.00%

Entelevest, LLC

1.44K

Jun 30, 26

0.00%

HBE Wealth Management, LLC

1.42K

Jun 30, 26

0.00%

Elevate Capital Advisors, LLC

1.42K

Jun 30, 26

+325

0.00%

MBA Advisors LLC

1.41K

Jun 30, 26

+40

0.00%

Stonebridge Financial Group, LLC/CA

1.40K

Jun 30, 26

+1.40K

0.00%

Prasad Wealth Partners, LLC

1.39K

Jun 30, 26

0.00%

Winthrop Advisory Group LLC

1.39K

Jun 30, 26

+1.39K

0.00%

Summit Investment Advisory Services, LLC

1.38K

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

1.38K

Jun 30, 26

-61

0.00%

Members Trust Co

1.37K

Jun 30, 26

-1

0.00%

Madison Wealth Partners, Inc

1.37K

Jun 30, 26

-11

0.00%

Roble, Belko & Company, Inc

1.37K

Jun 30, 26

0.00%

Providence Financial Advisors, LLC

1.35K

Jun 30, 26

0.00%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

1.35K

Jun 30, 26

+1.35K

0.00%

Garde Capital, Inc.

1.35K

Jun 30, 26

0.00%

SHP Wealth Management

1.35K

Jun 30, 26

+122

0.00%

FAYEZ SAROFIM & CO

1.35K

Jun 30, 26

+200

0.00%

WealthBridge Capital Management, LLC

1.35K

Jun 30, 26

-47

0.00%

Longview Financial Advisors LLC

1.35K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

1.35K

Jun 30, 26

0.00%

M3 Advisory Group, LLC

1.34K

Jun 30, 26

+108

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

1.34K

Jun 30, 26

-117

0.00%

Strategic Wealth Partners, Ltd.

1.34K

Jun 30, 26

-1

0.00%

Rockbridge Investment Management, LCC

1.33K

Jun 30, 26

0.00%

Marex Group plc

1.33K

Jun 30, 26

+232

0.00%

Two West Capital Advisors LLC

1.33K

Jun 30, 26

-4.91K

0.00%

Ascent Wealth Partners, LLC

1.33K

Jun 30, 26

0.00%

Relyea Zuckerberg Hanson LLC

1.32K

Jun 30, 26

0.00%

Axim Planning & Wealth

1.31K

Jun 30, 26

+119

0.00%

Marin Bay Wealth Advisors, LLC

1.30K

Jun 30, 26

+1.30K

0.00%

Verum Partners LLC

1.30K

Jun 30, 26

+41

0.00%

Allegiance Financial Group Advisory Services LLC

1.30K

Jun 30, 26

0.00%

Corundum Group, Inc.

1.30K

Jun 30, 26

0.00%

PUREfi Wealth, LLC

1.30K

Jun 30, 26

-1.03K

0.00%

BECKER CAPITAL MANAGEMENT INC

1.29K

Jun 30, 26

0.00%

CVFG LLC

1.29K

Jun 30, 26

0.00%

Intergy Private Wealth, LLC

1.28K

Jun 30, 26

+1.28K

0.00%

Ethic Inc.

1.28K

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

1.28K

Jun 30, 26

-3.71K

0.00%

Activest Wealth Management

1.28K

Jun 30, 26

-379

0.00%

Cove Private Wealth, LLC

1.26K

Jun 30, 26

0.00%

Waterway Wealth Management, LLC

1.26K

Jun 30, 26

-751

0.00%

ROTHSCHILD INVESTMENT LLC

1.26K

Jun 30, 26

0.00%

LEUTHOLD GROUP, LLC

1.25K

Jun 30, 26

+16

0.00%

apricus wealth, LLC

1.25K

Jun 30, 26

0.00%

CENTRAL TRUST Co

1.25K

Jun 30, 26

+29

0.00%

FWL INVESTMENT MANAGEMENT, LLC

1.24K

Jun 30, 26

-50

0.00%

Sequent Planning LLC

1.24K

Jun 30, 26

-876

0.00%

Hilltop Holdings Inc.

1.24K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

1.23K

Jun 30, 26

+1.23K

0.00%

STOCK YARDS BANK & TRUST CO

1.23K

Jun 30, 26

0.00%

Madson Wealth Advisors Inc

1.23K

Jun 30, 26

-1.14K

0.00%

Maple Capital Management, Inc.

1.23K

Jun 30, 26

-10

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.22K

Jun 30, 26

0.00%

Capital Asset Advisory Services LLC

1.22K

Jun 30, 26

0.00%

Essex Savings Bank

1.22K

Jun 30, 26

0.00%

Bridgewealth Advisory Group, LLC

1.22K

Jun 30, 26

-42

0.00%

Precision Wealth Strategies, LLC

1.22K

Jun 30, 26

-11

0.00%

AdvisorNet Financial, Inc

1.22K

Jun 30, 26

-530

0.00%

WORLD EQUITY GROUP, INC.

1.21K

Jun 30, 26

-2.70K

0.00%

KMG FIDUCIARY PARTNERS, LLC

1.21K

Jun 30, 26

+30

0.00%

New England Private Wealth Advisors LLC

1.20K

Jun 30, 26

0.00%

Wellington Shields Capital Management, LLC

1.20K

Jun 30, 26

0.00%

Idaho Trust Bank

1.20K

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

1.19K

Jun 30, 26

0.00%

Proactive Wealth Strategies LLC

1.19K

Jun 30, 26

-230

0.00%

Northwest Financial Advisors

1.19K

Jun 30, 26

-272

0.00%

Center For Asset Management LLC

1.18K

Jun 30, 26

0.00%

Core Wealth Management, Inc.

1.18K

Jun 30, 26

0.00%

CX Institutional

1.18K

Jun 30, 26

+18

0.00%

NICOLET BANKSHARES INC

1.18K

Jun 30, 26

+1.18K

0.00%

Integrity Wealth Solutions LLC

1.17K

Jun 30, 26

-131

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

1.16K

Jun 30, 26

0.00%

Boyer Financial Services, Inc.

1.16K

Jun 30, 26

+1.16K

0.00%

Tortuga Wealth Management, Inc

1.16K

Jun 30, 26

+1.16K

0.00%

Horizon Wealth Management, LLC

1.15K

Jun 30, 26

0.00%

May Hill Capital, LLC

1.15K

Jun 30, 26

-18

0.00%

Hemenway Trust Co LLC

1.15K

Jun 30, 26

0.00%

Capital Investment Management, Inc.

1.14K

Jun 30, 26

-6.00K

0.00%

Ariadne Wealth Management, LP

1.14K

Jun 30, 26

0.00%

SENTINEL PENSION ADVISORS INC

1.14K

Jun 30, 26

+1.14K

0.00%

ProVise Management Group, LLC

1.13K

Jun 30, 26

+19

0.00%

Sterling Investment Counsel, LLC

1.12K

Jun 30, 26

-1.02K

0.00%

IFC Advisors LLC

1.12K

Jun 30, 26

+19

0.00%

SYON CAPITAL LLC

1.11K

Jun 30, 26

+16

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.11K

Jun 30, 26

0.00%

W.G. Shaheen & Associates DBA Whitney & Co

1.11K

Jun 30, 26

+1.11K

0.00%

Fifth Third Wealth Advisors LLC

1.11K

Jun 30, 26

+1.11K

0.00%

Wealthquest Corp

1.11K

Jun 30, 26

0.00%

Aspiring Ventures, LLC

1.10K

Jun 30, 26

-138

0.00%

Aventura Private Wealth, LLC

1.10K

Jun 30, 26

-556

0.00%

Eagle Strategies LLC

1.09K

Jun 30, 26

+1.09K

0.00%

VISTA INVESTMENT PARTNERS II, LLC

1.09K

Jun 30, 26

0.00%

Beacon Capital Management, LLC

1.09K

Jun 30, 26

-9.88K

0.00%

Bawa N Mallick Trust

1.09K

Jun 30, 26

0.00%

CERTUITY, LLC

1.09K

Jun 30, 26

+13

0.00%

Abound Wealth Management

1.09K

Jun 30, 26

+688

0.00%

Next Level Private LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Collaborative Wealth Managment Inc.

1.08K

Jun 30, 26

+30

0.00%

Torrey-Payne Wealth Management, LLC

1.08K

Jun 30, 26

-50

0.00%

ENTREWEALTH, LLC

1.07K

Jun 30, 26

+1.07K

0.00%

Godfrey Financial Associates, Inc.

1.07K

Jun 30, 26

+115

0.00%

Evergreen Wealth Partners LLC

1.07K

Jun 30, 26

0.00%

Lexington Hill Partners, LLC

1.06K

Jun 30, 26

0.00%

Tailwinds Wealth, LLC

1.05K

Jun 30, 26

+1.05K

0.00%

Pacific Asset Management, LLC

1.05K

Jun 30, 26

0.00%

Astra Wealth Partners LLC

1.05K

Jun 30, 26

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

1.05K

Jun 30, 26

-252

0.00%

BALDWIN BROTHERS LLC/MA

1.04K

Jun 30, 26

0.00%

GWN SECURITIES INC.

1.04K

Jun 30, 26

-1.73K

0.00%

V2 Financial group LLC

1.04K

Jun 30, 26

+1.04K

0.00%

HBK Sorce Advisory LLC

1.03K

Jun 30, 26

+1.03K

0.00%

Modera Wealth Management, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

Layline Advisors, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

J.M. Arbour, LLC

1.02K

Jun 30, 26

-7.64K

0.00%

Francis Financial, Inc.

1.02K

Jun 30, 26

+1.02K

0.00%

MeadowBrook Investment Advisors LLC

1.02K

Jun 30, 26

0.00%

Global Assets Advisory, LLC

1.01K

Jun 30, 26

+1.01K

0.00%

ATLAS CAPITAL ADVISORS LLC

1.01K

Jun 30, 26

+540

0.00%

Element Wealth, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Oasis Advisors, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.00K

Jun 30, 26

0.00%

Western Pacific Wealth Management, LP

1.00K

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

1.00K

Jun 30, 26

0.00%

ADE, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

jvl associates llc

995

Jun 30, 26

+995

0.00%

CVA Family Office, LLC

994

Jun 30, 26

0.00%

Vanguard National Trust Co

993

Jun 30, 26

-308

0.00%

Nordwand Advisors, LLC

990

Jun 30, 26

+990

0.00%

Wealthcare Capital Partners, LLC

989

Jun 30, 26

+989

0.00%

TRUE Private Wealth Advisors

987

Jun 30, 26

-649

0.00%

SUMMIT WEALTH GROUP LLC / CO

986

Jun 30, 26

+986

0.00%

CALTON & ASSOCIATES, INC.

982

Jun 30, 26

-144

0.00%

NBC SECURITIES, INC.

980

Jun 30, 26

+95

0.00%

Platform Technology Partners

980

Jun 30, 26

+980

0.00%

Aegis Wealth Management, Inc.

977

Jun 30, 26

-1.49K

0.00%

EPG Wealth Management LLC

972

Jun 30, 26

0.00%

SEEDS INVESTOR LLC

971

Jun 30, 26

-1.23K

0.00%

Syverson Strege & Co

970

Jun 30, 26

+970

0.00%

Sage Capital Advisors,llc

970

Jun 30, 26

+970

0.00%

Synergy Financial Group, LTD

965

Jun 30, 26

+965

0.00%

American Trust

963

Jun 30, 26

+963

0.00%

HAZLETT, BURT & WATSON, INC.

963

Jun 30, 26

0.00%

HOWE & RUSLING INC

962

Jun 30, 26

+14

0.00%

FSA Advisors, Inc.

962

Jun 30, 26

-99

0.00%

MOTCO

960

Jun 30, 26

0.00%

MONEYWISE, INC.

960

Jun 30, 26

+960

0.00%

Biondo Investment Advisors, LLC

960

Jun 30, 26

+960

0.00%

Able Wealth Management LLC

956

Jun 30, 26

-218

0.00%

VICUS CAPITAL

952

Jun 30, 26

+952

0.00%

Steigerwald, Gordon & Koch Inc.

950

Jun 30, 26

0.00%

Fundamentum, LLC

948

Jun 30, 26

+948

0.00%

Team Financial Group, LLC

947

Jun 30, 26

-186

0.00%

Fourth Dimension Wealth, LLC

943

Jun 30, 26

+37

0.00%

Resolute Wealth Strategies, LLC

939

Jun 30, 26

+939

0.00%

Chicago Capital, LLC

935

Jun 30, 26

+935

0.00%

Advanced Asset Management Advisors Inc

930

Jun 30, 26

+930

0.00%

PRESILIUM PRIVATE WEALTH, LLC

928

Jun 30, 26

+928

0.00%

Waterfront Wealth Inc.

927

Jun 30, 26

+927

0.00%

Downshift Financial, LLC

926

Jun 30, 26

+926

0.00%

ABOUND FINANCIAL, LLC

924

Jun 30, 26

0.00%

LongView Wealth Management

920

Jun 30, 26

-1.72K

0.00%

Caldwell Trust Co

908

Jun 30, 26

+103

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

902

Jun 30, 26

-560

0.00%

HANTZ FINANCIAL SERVICES, INC.

886

Jun 30, 26

-7

0.00%

Clark Wealth Partners

852

Jun 30, 26

0.00%

Key Capital Management, INC

846

Jun 30, 26

-2.15K

0.00%

CNB Bank

843

Jun 30, 26

0.00%

United Community Bank

837

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

823

Jun 30, 26

-190

0.00%

Orion Capital Management LLC

818

Jun 30, 26

-185

0.00%

Clearstead Trust, LLC

811

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

780

Jun 30, 26

-100

0.00%

Community Financial Services Group, LLC

778

Jun 30, 26

-80.66K

0.00%

Pinnacle Bancorp, Inc.

745

Jun 30, 26

0.00%

PROTECTIVE LIFE CORP

745

Jun 30, 26

-299

0.00%

Wellington Grp LLC

738

Jun 30, 26

0.00%

Hickory Point Bank & Trust

737

Jun 30, 26

0.00%

Regatta Research & Money Management

729

Jun 30, 26

+729

0.00%

Golden State Equity Partners

726

Jun 30, 26

-23.11K

0.00%

Miller Capital Partners, Inc.

708

Jun 30, 26

0.00%

Morling Financial Advisors, LLC

697

Jun 30, 26

+697

0.00%

MidFirst Bank

681

Jun 30, 26

-75

0.00%

Medallion Wealth Advisors, LLC

675

Jun 30, 26

+22

0.00%

ARMSTRONG ADVISORY GROUP, INC

671

Jun 30, 26

0.00%

BFSG, LLC

663

Jun 30, 26

0.00%

Imprint Wealth LLC

655

Jun 30, 26

-2.66K

0.00%

Navigoe, LLC

634

Jun 30, 26

0.00%

Go Invest LLC

629

Jun 30, 26

+10

0.00%

Banque Transatlantique SA

615

Jun 30, 26

0.00%

RMG Wealth Management LLC

612

Jun 30, 26

+612

0.00%

Lloyd Advisory Services, LLC.

598

Jun 30, 26

-980

0.00%

PROSPERITY BANCSHARES INC

592

Jun 30, 26

+19

0.00%

UNION SAVINGS BANK

583

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

578

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

576

Jun 30, 26

-18.13K

0.00%

GFS Advisors, LLC

575

Jun 30, 26

+575

0.00%

Migdal Insurance & Financial Holdings Ltd.

572

Jun 30, 26

-63

0.00%

SJS Investment Consulting Inc.

571

Jun 30, 26

0.00%

Colonial Trust Co / SC

570

Jun 30, 26

0.00%

BAYBAN

570

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

568

Jun 30, 26

-4.95K

0.00%

VSM Wealth Advisory, LLC

558

Jun 30, 26

-79

0.00%

Beaird Harris Wealth Management, LLC

548

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

545

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

541

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

540

Jun 30, 26

-260

0.00%

Walsh & Associates, LLC

540

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

538

Jun 30, 26

+420

0.00%

Signature Resources Capital Management, LLC

536

Jun 30, 26

+22

0.00%

Mascoma Wealth Management LLC

526

Jun 30, 26

-618

0.00%

Operose Advisors LLC

524

Jun 30, 26

-227

0.00%

AMERIFLEX GROUP, INC.

511

Jun 30, 26

-23

0.00%

Innovative Asset Advisors Group, LLC

500

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

500

Jun 30, 26

0.00%

JNBA Financial Advisors

499

Jun 30, 26

0.00%

Capital Investment Counsel, Inc

491

Jun 30, 26

-188

0.00%

ANGELES WEALTH MANAGEMENT, LLC

490

Jun 30, 26

+315

0.00%

Winthrop Capital Management, LLC

483

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

475

Jun 30, 26

+475

0.00%

REAP Financial Group, LLC

468

Jun 30, 26

0.00%

Park Place Capital Corp

464

Jun 30, 26

0.00%

American Capital Advisory, LLC

451

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

442

Jun 30, 26

0.00%

Archer Investment Corp

441

Jun 30, 26

+403

0.00%

HOEY INVESTMENTS, INC

434

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

431

Jun 30, 26

0.00%

Capital Advisor Network LLC

414

Jun 30, 26

-736

0.00%

Federation des caisses Desjardins du Quebec

414

Jun 30, 26

+14

0.00%

Gleason Group, Inc.

414

Jun 30, 26

+414

0.00%

CITY HOLDING CO

400

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

378

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

378

Jun 30, 26

+298

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

376

Jun 30, 26

0.00%

Markowski Investments

372

Jun 30, 26

+372

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

371

Jun 30, 26

+371

0.00%

TIAA Wealth Investment Management LLC

370

Jun 30, 26

+118

0.00%

Dunhill Financial, LLC

361

Jun 30, 26

-1

0.00%

Westfuller Advisors, LLC

352

Jun 30, 26

+352

0.00%

Founders Capital Management

349

Jun 30, 26

+349

0.00%

DELTA ASSET MANAGEMENT LLC/TN

346

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

333

Jun 30, 26

0.00%

RHL GROUP, LLC

313

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

296

Jun 30, 26

0.00%

Millstone Evans Group, LLC

296

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

292

Jun 30, 26

-495

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

284

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

282

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

281

Jun 30, 26

-76

0.00%

Hamilton Point Investment Advisors, LLC

281

Jun 30, 26

+281

0.00%

Arlington Trust Co LLC

280

Jun 30, 26

-261

0.00%

Wealth Enhancement Trust Services, Inc.

278

Jun 30, 26

0.00%

Costello Asset Management, INC

278

Jun 30, 26

+27

0.00%

PITTENGER & ANDERSON INC

267

Jun 30, 26

+49

0.00%

Decker Retirement Planning Inc.

262

Jun 30, 26

+146

0.00%

WPG Advisers, LLC

260

Jun 30, 26

+250

0.00%

Frazier Financial Advisors, LLC

257

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

255

Jun 30, 26

-1.32K

0.00%

Cape Investment Advisory, Inc.

254

Jun 30, 26

-1.69K

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

253

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

251

Jun 30, 26

-4

0.00%

Cheviot Value Management, LLC

249

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

248

Jun 30, 26

+248

0.00%

BankPlus Trust Department

244

Jun 30, 26

0.00%

Morse Asset Management, Inc

241

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

234

Jun 30, 26

0.00%

Synergy Investment Management, LLC

231

Jun 30, 26

+116

0.00%

First Command Advisory Services, Inc.

229

Jun 30, 26

-24

0.00%

Nemes Rush Group LLC

227

Jun 30, 26

0.00%

Centennial Bank/AR/

218

Jun 30, 26

+56

0.00%

GGM Financials LLC

212

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

202

Jun 30, 26

+47

0.00%

MCDONALD PARTNERS LLC

197

Jun 30, 26

+197

0.00%

Birchwood Financial Partners, Inc.

191

Jun 30, 26

-207

0.00%

PIN OAK INVESTMENT ADVISORS INC

183

Jun 30, 26

+183

0.00%

Strive Financial Group ,LLC

183

Jun 30, 26

+173

0.00%

CoreFirst Bank & Trust

182

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

176

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

169

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

168

Jun 30, 26

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

166

Jun 30, 26

+166

0.00%

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

166

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

163

Jun 30, 26

0.00%

Copia Wealth Management

160

Jun 30, 26

0.00%

Roxbury Financial LLC

157

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

154

Jun 30, 26

0.00%

Advocate Investing Services LLC

152

Jun 30, 26

+59

0.00%

Cornerstone Financial Management LLC

151

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

151

Jun 30, 26

0.00%

Kings Path Partners LLC

147

Jun 30, 26

0.00%

Concord Wealth Partners

146

Jun 30, 26

+146

0.00%

Financial Life Planners

145

Jun 30, 26

0.00%

Cordant, Inc.

145

Jun 30, 26

+145

0.00%

FINANCIAL CONSULATE, INC

143

Jun 30, 26

0.00%

Hurley Capital, LLC

140

Jun 30, 26

0.00%

Signature Equity Partners, LLC

136

Jun 30, 26

-354

0.00%

Sawyer & Company, Inc

128

Jun 30, 26

0.00%

GW&K Investment Management, LLC

128

Jun 30, 26

0.00%

Field & Main Bank

123

Jun 30, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

123

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

122

Jun 30, 26

0.00%

PETERSON WEALTH MANAGEMENT

122

Jun 30, 26

0.00%

ENTRUST FINANCIAL LLC

118

Jun 30, 26

-329

0.00%

Bay Harbor Wealth Management, LLC

117

Jun 30, 26

-33.02K

0.00%

Quest 10 Wealth Builders, Inc.

115

Jun 30, 26

-504

0.00%

City State Bank

114

Jun 30, 26

0.00%

TOP Private Wealth LLC.

111

Jun 30, 26

+111

0.00%

Ankerstar Wealth, LLC

111

Jun 30, 26

0.00%

MRP Capital Investments, LLC

109

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

106

Jun 30, 26

0.00%

FIRST HORIZON CORP

103

Jun 30, 26

-7

0.00%

Johnson Financial Group, Inc.

Jun 30, 26

+88

0.00%

Valued Wealth Advisors LLC

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

Alpine Bank Wealth Management

Jun 30, 26

+84

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

Jun 30, 26

0.00%

MTM Investment Management, LLC

Jun 30, 26

0.00%

NBH Bank

Jun 30, 26

+75

0.00%

DUNCKER STREETT & CO INC

Jun 30, 26

0.00%

ROGCO, LP

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+65

0.00%

NorthAvenue LLC

Jun 30, 26

-40

0.00%

Y.D. More Investments Ltd

Jun 30, 26

+32

0.00%

GODSEY & GIBB, INC

Jun 30, 26

-99

0.00%

Benson Wealth Management INC

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+47

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

0.00%

Virginia Estate & Retirement Planning Advisors Inc.

Jun 30, 26

+55

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

First Pacific Financial

Jun 30, 26

+39

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+53

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+48

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+47

0.00%

HighMark Wealth Management LLC

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

Jun 30, 26

+45

0.00%

LRI Investments, LLC

Jun 30, 26

-46

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

-25

0.00%

Brooklyn FI, LLC

Jun 30, 26

+42

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

-10

0.00%

Tanglewood Legacy Advisors, LLC

Jun 30, 26

0.00%

Parvin Asset Management, LLC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Redwood Park Advisors LLC

Jun 30, 26

0.00%

PURSUIT WEALTH STRATEGIES, LLC

Jun 30, 26

0.00%

PlanVest Financial, Inc

Jun 30, 26

-58

0.00%

Networth Advisors, LLC

Jun 30, 26

-293

0.00%

Accent Capital Management, LLC

Jun 30, 26

0.00%

S&T BANK/PA

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

Jun 30, 26

+28

0.00%

Montgomery Financial Services LLC

Jun 30, 26

+26

0.00%

United Financial Planning Group LLC

Jun 30, 26

-15

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

-8

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

Security National Bank

Jun 30, 26

-306

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+23

0.00%

ALERUS FINANCIAL NA

Jun 30, 26

0.00%

CHELSEA COUNSEL CO

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

+19

0.00%

First Bancorp, Inc /ME/

Jun 30, 26

+19

0.00%

Fairman Group, LLC

Jun 30, 26

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Optiver Holding B.V.

Jun 30, 26

+17

0.00%

Fairscale Capital, LLC

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

Jun 30, 26

+14

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

-219

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Essential Partners LLC

Jun 30, 26

0.00%

FIRST UNITED BANK & TRUST

Jun 30, 26

+10

0.00%

Front Row Advisors LLC

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

0.00%

Financial Perspectives, Inc

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

BARCLAYS PLC

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

Jun 30, 26

0.00%

Crews Bank & Trust

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

-13

SWMG, LLC

Jun 30, 26

-44.53K

Gradient Investments LLC

Jun 30, 26

-1.06K

Magnolia Private Wealth, LLC

Jun 30, 26

-1.38K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-134

PEOPLES FINANCIAL SERVICES CORP.

Jun 30, 26

-300

Emergent Wealth Advisors, LLC

Jun 30, 26

-1.22K

Magnolia Wealth Management, LLC

Jun 30, 26

-84

Merkkuri Wealth Advisors LLC

Jun 30, 26

-6.40K

West Branch Capital LLC

Jun 30, 26

-48

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-813

Mosaic Advisors LLC

Jun 30, 26

-1.53K

Veracity Capital LLC

Jun 30, 26

-1.33K

Opal Wealth Advisors, LLC

Jun 30, 26

-1.11K

Ehrenkranz Partners L.P.

Jun 30, 26

-27.49K

RDA Financial Network

Jun 30, 26

-4.19K

Fountainhead AM, LLC

Jun 30, 26

-12

Permanent Capital Management, LP

Jun 30, 26

-1.37K

TORONTO DOMINION BANK

Jun 30, 26

-1.74K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-48

Itau Unibanco Holding S.A.

Jun 30, 26

-1.05K

MILESTONE ASSET MANAGEMENT, LLC

Jun 30, 26

-15.75K

Beverly Hills Private Wealth, LLC

Jun 30, 26

-1.39K

Family Wealth Group, LLC

Jun 30, 26

-6.46K

Intentional Wealth Strategies, LLC

Jun 30, 26

-14.81K

WFA of San Diego, LLC

Jun 30, 26

-34

ABSOLUTE CAPITAL MANAGEMENT, LLC

Jun 30, 26

-18.84K

Fiscal Wisdom Wealth Management, LLC

Jun 30, 26

-1.42K

Capital Asset Managemnet, LLC

Jun 30, 26

-7.07K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-31.05K

Invst, LLC

Jun 30, 26

-34.44K

Impact Partnership Wealth, LLC

Jun 30, 26

-1.63K

CURIO WEALTH, LLC

Jun 30, 26

-876

HRT FINANCIAL LP

Jun 30, 26

-50.71K

Atlatl Advisers LLC

Jun 30, 26

-1.52K

Clare Market Investments LLC

Jun 30, 26

-1.08K

Blue Capital, Inc.

Jun 30, 26

-2.09K

Talisman Wealth Advisors LLC

Jun 30, 26

-10.23K

GatePass Capital, LLC

Jun 30, 26

-5.11K

Pinnacle Family Advisors, LLC

Jun 30, 26

-2.21K

McNaughton Wealth Management, LLC

Jun 30, 26

-30.21K

WealthPoint Financial, LLC

Jun 30, 26

-10.35K

Quartz Partners, LLC

Jun 30, 26

-1.80K

Strategic Investment Advisors / MI

Jun 30, 26

-596

EVOKE WEALTH, LLC

Jun 30, 26

-3.32K

Guided Capital Wealth Management, LLC

Jun 30, 26

-49.40K

M Holdings Securities, Inc.

Jun 30, 26

-13.45K

Centennial Advisors, LLC

Jun 30, 26

-1.21K

InTrack Investment Management Inc

Jun 30, 26

-3.75K

Fulcrum Equity Management

Jun 30, 26

-1.89K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-12.94K

Basepoint Wealth LLC

Jun 30, 26

-74

CATALYST FINANCIAL PARTNERS LLC

Jun 30, 26

-1.92K

Legacy Wealth Partners, LLC

Jun 30, 26

-2.74K

NORTHWEST WEALTH MANAGEMENT, LLC

Jun 30, 26

-1.18K

Windsor Advisory Group, LLC

Jun 30, 26

-302

WEBSTER BANK, N. A.

Jun 30, 26

-425

Wright Fund Management, LLC

Jun 30, 26

-4.30K

KWB Wealth

Jun 30, 26

-83.55K

ESL Trust Services, LLC

Jun 30, 26

-13

Nan Shan Life Insurance Co., Ltd.

Jun 30, 26

-77.20K

Madison Asset Management, LLC

Jun 30, 26

-2.31K

WealthTrak Capital Management LLC

Jun 30, 26

-5.88K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-48

Elevation Capital Advisory, LLC

Jun 30, 26

-33.70K

TopTier Wealth Management, LLC

Jun 30, 26

-60

MN Wealth Advisors, LLC

Jun 30, 26

-3.19K

FLOW TRADERS U.S. LLC

Jun 30, 26

-1.49K

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-7.67K

Willis Johnson & Associates, Inc.

Jun 30, 26

-3.90K

WCG Wealth Advisors LLC

Jun 30, 26

-32.15K

Baer Investment Advisory LLC

Jun 30, 26

-10.72K

Financial Freedom, LLC

Jun 30, 26

-36

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-238

ArborFi Advisors, LLC

Jun 30, 26

-1.11K

Stirlingshire Investments, Inc.

Jun 30, 26

-1.55K

Sovereign Financial Group, Inc.

Jun 30, 26

-5.46K

Ironvine Capital Partners, LLC

Jun 30, 26

-1.27K

Heirloom Wealth Management

Jun 30, 26

-3.23K

Vantage Point Financial LLC

Jun 30, 26

-5.72K

Richardson Capital Management LLC

Jun 30, 26

-364

JANE STREET GROUP, LLC

Jun 30, 26

-2.01K

BASSO CAPITAL MANAGEMENT, L.P.

Jun 30, 26

-568

IFS Group,LLC

Jun 30, 26

-7.43K

Semus Wealth Partners LLC

Jun 30, 26

-3.63K

LOCKERMAN FINANCIAL GROUP, INC.

Jun 30, 26

-1.69K

STRATEGY ASSET MANAGERS LLC

Jun 30, 26

-1.98K

Rice Partnership, LLC

Jun 30, 26

-58

ALLSTATE CORP

Jun 30, 26

-32.07K

Calamos Advisors LLC

Jun 30, 26

-4.92K

Hopwood Nicholas Hunter

Jun 30, 26

-12.55K

Hoxton Planning & Management, LLC

Jun 30, 26

-14.16K

CITY NATIONAL BANK OF FLORIDA /MSD

Jun 30, 26

-1.06K

POM Investment Strategies, LLC

Jun 30, 26

-70

XTX Topco Ltd

Jun 30, 26

-43.60K

N.E.W. Advisory Services LLC

Jun 30, 26

-37

Avantra Family Wealth, Inc.

Jun 30, 26

-7.29K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-870

B.O.S.S. Retirement Advisors, LLC

Jun 30, 26

-24.56K

WealthPLAN Partners, LLC

Jun 30, 26

-8.40K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.16K

Hanlon Investment Management, Inc.

Jun 30, 26

-2.07K

M1 Capital Management LLC

Jun 30, 26

-22.12K

Richmond Investment Services, LLC

Jun 30, 26

-9.67K

MBM Wealth Consultants, LLC

Jun 30, 26

-28

TrueWealth Financial Partners

Jun 30, 26

-3.89K

Parkway Wealth Management Group, LLC

Jun 30, 26

-2.57K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-4.97K

AA Financial Advisors, LLC

Jun 30, 26

-1.21K

Resurgent Financial Advisors LLC

Jun 30, 26

-3.81K

CWM, LLC

1.89M

Mar 31, 26

-356.58K

0.89%

Richard Bernstein Advisors LLC

1.85M

Mar 31, 26

+1.78M

0.87%

LIFE LINE WEALTH MANAGEMENT LLC

249.84K

Mar 31, 26

+9.85K

0.12%

JOURNEY STRATEGIC WEALTH LLC

106.93K

Mar 31, 26

+2.94K

0.05%

SOL Capital Management CO

75.73K

Mar 31, 26

+26.61K

0.04%

TruWealth Advisors, LLC

35.83K

Mar 31, 26

+2.32K

0.02%

Stillwater Wealth Management Group

29.61K

Mar 31, 26

+3.95K

0.01%

Red Tortoise LLC

25.22K

Mar 31, 26

-457

0.01%

True Vision MN LLC

23.96K

Mar 31, 26

+1.78K

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

17.26K

Mar 31, 26

+1.51K

0.01%

U.S. Capital Wealth Advisors, LLC

16.83K

Mar 31, 26

+881

0.01%

Jaffetilchin Investment Partners, LLC

14.72K

Mar 31, 26

-344

0.01%

EXENCIAL WEALTH ADVISORS, LLC

11.09K

Mar 31, 26

-17

0.01%

BUSH INVESTMENT GROUP, LLC

10.71K

Mar 31, 26

+310

0.01%

Skopos Labs, Inc.

9.62K

Mar 31, 26

+9.62K

0.00%

Mill Creek Capital Advisors, LLC

7.91K

Mar 31, 26

-20

0.00%

Financial Insights, Inc.

7.24K

Mar 31, 26

-66

0.00%

Financial Gravity Asset Management, Inc.

5.68K

Mar 31, 26

-92

0.00%

Catalina Capital Group, LLC

4.61K

Mar 31, 26

+230

0.00%

Claris Financial LLC

4.59K

Mar 31, 26

-427

0.00%

Coordinated Financial Services, Inc.

4.43K

Mar 31, 26

+36

0.00%

Cherry Tree Wealth Management, LLC

3.94K

Mar 31, 26

0.00%

Gibbs Wealth Management

3.49K

Mar 31, 26

+782

0.00%

Anchor Investment Management, LLC

3.04K

Mar 31, 26

-60

0.00%

Sunbelt Securities, Inc.

2.93K

Mar 31, 26

-713

0.00%

Leo Wealth, LLC

2.58K

Mar 31, 26

+83

0.00%

FRG Family Wealth Advisors LLC

2.46K

Mar 31, 26

-1.75K

0.00%

TCFG WEALTH MANAGEMENT, LLC

2.31K

Mar 31, 26

-40

0.00%

Opes Wealth Management LLC

1.28K

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

223

Mar 31, 26

+223

0.00%

Parkside Financial Bank & Trust

187

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

Financial Connections Group, Inc.

Mar 31, 26

+31

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+29

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

Mar 31, 26

0.00%

PROVIDA PENSION FUND ADMINISTRATOR

282.03K

Dec 31, 25

+72.89K

0.13%

Austin Private Wealth, LLC

176.18K

Dec 31, 25

-144.68K

0.08%

COMERICA BANK

121.56K

Dec 31, 25

-9.18K

0.06%

High Falls Advisors, Inc

73.42K

Dec 31, 25

-60.66K

0.03%

Running Point Capital Advisors, LLC

45.84K

Dec 31, 25

-1.40K

0.02%

ORG Partners LLC

23.02K

Dec 31, 25

+4.78K

0.01%

Quent Long Short Global Small Cap Fund, LP

14.43K

Dec 31, 25

+14.43K

0.01%

Edge Financial Advisors LLC

14.27K

Dec 31, 25

-2

0.01%

Clearview Wealth Advisors LLC

8.94K

Dec 31, 25

-8.26K

0.00%

Dentgroup LLC

5.80K

Dec 31, 25

-675

0.00%

VANGUARD GROUP INC

5.05K

Dec 31, 25

+399

0.00%

CIBC Private Wealth Group, LLC

4.68K

Dec 31, 25

+25

0.00%

FineMark National Bank & Trust

4.11K

Dec 31, 25

-36

0.00%

Alpha Cubed Investments, LLC

3.87K

Dec 31, 25

+795

0.00%

Northwest Capital Management Inc

3.84K

Dec 31, 25

-9.90K

0.00%

Vantage Financial Partners, LLC

2.94K

Dec 31, 25

-42

0.00%

CAPITAL INSIGHT PARTNERS, LLC

2.44K

Dec 31, 25

-149

0.00%

Cadence Bank

1.57K

Dec 31, 25

-196

0.00%

Stark Wealth Management LLC

1.33K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

515

Dec 31, 25

+515

0.00%

TUCKER ASSET MANAGEMENT LLC

287

Dec 31, 25

+48

0.00%

MGB Wealth Management, LLC

221

Dec 31, 25

0.00%

Ransom Advisory, Ltd

197

Dec 31, 25

+197

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-879

SYNOVUS FINANCIAL CORP

742.90K

Sep 30, 25

+2.17K

0.35%

Financial Advisors, LLC

324.19K

Sep 30, 25

-10.90K

0.15%

Apexium Financial, LP

240.56K

Sep 30, 25

+3.67K

0.11%

Glenmede Investment Management, LP

208.13K

Sep 30, 25

-59.88K

0.10%

SPC Financial, Inc.

183.65K

Sep 30, 25

-2.11K

0.09%

GRIES FINANCIAL LLC

144.45K

Sep 30, 25

+3.38K

0.07%

PALO ALTO WEALTH ADVISORS, LLC

125.69K

Sep 30, 25

+5.54K

0.06%

Watts Gwilliam & Co., LLC

64.27K

Sep 30, 25

-287

0.03%

Certus Wealth Management, LLC

39.62K

Sep 30, 25

-3.78K

0.02%

Siligmueller & Norvid Wealth Advisors LLC

38.66K

Sep 30, 25

+35.12K

0.02%

PineBridge Investments, L.P.

29.18K

Sep 30, 25

-11.99K

0.01%

Copperleaf Capital, LLC

23.19K

Sep 30, 25

-4.87K

0.01%

FULLCIRCLE WEALTH LLC

18.76K

Sep 30, 25

-1.63K

0.01%

Bristlecone Advisors, LLC

15.51K

Sep 30, 25

-117

0.01%

Financial Advocates Investment Management

12.03K

Sep 30, 25

-100.27K

0.01%

BRASS TAX WEALTH MANAGEMENT, INC

6.03K

Sep 30, 25

-51

0.00%

Full Sail Capital, LLC

1.37K

Sep 30, 25

0.00%

PBMares Wealth Management LLC

1.35K

Sep 30, 25

-18

0.00%

JFG Wealth Management, LLC

1.15K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

1.09K

Sep 30, 25

+1.09K

0.00%

Accredited Wealth Management, LLC

640

Sep 30, 25

+319

0.00%

Stuart Chaussee & Associates, Inc.

568

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

501

Sep 30, 25

0.00%

Hemington Wealth Management

439

Sep 30, 25

0.00%

Pineridge Advisors LLC

186

Sep 30, 25

0.00%

Guerra Advisors Inc

100

Sep 30, 25

+100

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+32

0.00%

New Century Financial Group, LLC

Sep 30, 25

-1.20K

EWG Elevate Inc.

Sep 30, 25

-16.02K

Lion Street Advisors, LLC

Sep 30, 25

-12.21K

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-51

Atria Wealth Solutions, Inc.

315.55K

Jun 30, 25

-187.78K

0.15%

AVANTAX ADVISORY SERVICES, INC.

263.62K

Jun 30, 25

+10.06K

0.12%

FORTE CAPITAL LLC /ADV

198.04K

Jun 30, 25

-14.13K

0.09%

Summit X, LLC

110.49K

Jun 30, 25

+801

0.05%

First Horizon Advisors, Inc.

73.03K

Jun 30, 25

+3.77K

0.03%

Northeast Financial Consultants Inc

49.72K

Jun 30, 25

-280

0.02%

DOHJ, LLC

37.09K

Jun 30, 25

+16.32K

0.02%

My Legacy Advisors, LLC

29.21K

Jun 30, 25

+935

0.01%

Tyler-Stone Wealth Management

28.29K

Jun 30, 25

+2.10K

0.01%

Congress Wealth Management LLC / DE /

18.74K

Jun 30, 25

+7.04K

0.01%

Elios Financial Group Inc.

11.19K

Jun 30, 25

+824

0.01%

Semmax Financial Advisors Inc.

8.69K

Jun 30, 25

+828

0.00%

Horan Securities, Inc.

8.21K

Jun 30, 25

+685

0.00%

DHK Financial Advisors, Inc.

8.07K

Jun 30, 25

-8.07K

0.00%

Waypoint Wealth Partners Inc.

6.57K

Jun 30, 25

-341

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.54K

Jun 30, 25

+3.54K

0.00%

Clarity Capital Partners LLC

3.00K

Jun 30, 25

-4.29K

0.00%

TFG Advisers LLC

1.15K

Jun 30, 25

+1.15K

0.00%

Capital A Wealth Management, LLC

446

Jun 30, 25

-6.51K

0.00%

Christopher J. Hasenberg, Inc

331

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

218

Jun 30, 25

+218

0.00%

PrairieView Partners, LLC

202

Jun 30, 25

0.00%

Parkworth Wealth Management, Inc.

Jun 30, 25

0.00%

Good Life Advisors, LLC

Jun 30, 25

-28.58K

Blue Oak Capital, LLC

Jun 30, 25

-2.56K

Cable Hill Partners, LLC

429.61K

Mar 31, 25

+11.79K

0.20%

Orion Portfolio Solutions, LLC

136.28K

Mar 31, 25

+6.02K

0.06%

Spectrum Wealth Counsel, LLC

129.46K

Mar 31, 25

+18.14K

0.06%

Wade Financial Advisory, Inc

112.72K

Mar 31, 25

-4.21K

0.05%

COOK WEALTH MANAGEMENT GROUP LLC

75.73K

Mar 31, 25

-6.33K

0.04%

Vista Wealth Management Group, LLC

15.75K

Mar 31, 25

-6.34K

0.01%

Coordinated Financial Services, Inc./CO

5.39K

Mar 31, 25

+5.39K

0.00%

Marcum Wealth, LLC

3.10K

Mar 31, 25

+145

0.00%

CAROLINAS WEALTH CONSULTING LLC

2.88K

Mar 31, 25

+194

0.00%

Horan Capital Advisors, LLC.

2.59K

Mar 31, 25

0.00%

Schechter Investment Advisors, LLC

1.80K

Mar 31, 25

0.00%

US FINANCIAL ADVISORS, LLC

1.80K

Mar 31, 25

-3

0.00%

Sandy Spring Bank

1.08K

Mar 31, 25

+18

0.00%

Lindbrook Capital, LLC

632

Mar 31, 25

+165

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-3.06K

Merriman Wealth Management, LLC

1.36M

Dec 31, 24

-25.20K

0.64%

Nuveen Asset Management, LLC

69.16K

Dec 31, 24

-1.78K

0.03%

Maxwell Wealth Strategies Inc.

35.24K

Dec 31, 24

+2.95K

0.02%

Signify Wealth

23.86K

Dec 31, 24

+1.68K

0.01%

Bison Wealth, LLC

19.06K

Dec 31, 24

+3.38K

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

13.43K

Dec 31, 24

-2.04K

0.01%

AGILIS PARTNERS LLC

13.31K

Dec 31, 24

-235

0.01%

Anchor Pointe Wealth Management, LLC

11.31K

Dec 31, 24

+11.31K

0.01%

Madison Investment Advisors, LLC

8.16K

Dec 31, 24

+8.16K

0.00%

Eagle Ridge Investment Management

6.23K

Dec 31, 24

-47

0.00%

Maiden Cove Capital, LLC

6.23K

Dec 31, 24

-256

0.00%

Peninsula Wealth, LLC

4.70K

Dec 31, 24

-98

0.00%

Private Portfolio Partners LLC

4.09K

Dec 31, 24

+68

0.00%

WR Wealth Planners, LLC

4.08K

Dec 31, 24

-5.34K

0.00%

Geller Advisors LLC

3.08K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

2.58K

Dec 31, 24

0.00%

Fairhaven Wealth Management, LLC

2.29K

Dec 31, 24

0.00%

Carlson Capital Management

2.06K

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.95K

Dec 31, 24

0.00%

Tallon Kerry Patrick

1.88K

Dec 31, 24

+1.88K

0.00%

WMS Partners, LLC

1.82K

Dec 31, 24

+252

0.00%

Cassady Schiller Wealth Management, LLC

1.24K

Dec 31, 24

-175

0.00%

Sanctuary Wealth Management, L.L.C.

701

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

405

Dec 31, 24

-4

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.02K

0.00%

Fernwood Investment Management, LLC

Dec 31, 24

-3.32K

Buckingham Capital Management, Inc.

Dec 31, 24

-1.14K

RAYMOND JAMES & ASSOCIATES

954.30K

Sep 30, 24

+14.38K

0.45%

Raymond James Financial Services Advisors, Inc.

905.09K

Sep 30, 24

+35.55K

0.43%

GYL FINANCIAL SYNERGIES, LLC

585.99K

Sep 30, 24

-755

0.28%

MONUMENTAL FINANCIAL GROUP INC.

165.53K

Sep 30, 24

+4.63K

0.08%

Alera Investment Advisors, LLC

163.14K

Sep 30, 24

+913

0.08%

TNF LLC

81.69K

Sep 30, 24

-610

0.04%

Family Asset Management, LLC

57.48K

Sep 30, 24

+2.85K

0.03%

Axiom Advisory, LLC

44.75K

Sep 30, 24

-1.08K

0.02%

RAYMOND JAMES TRUST N.A.

32.64K

Sep 30, 24

+5.18K

0.02%

SpiderRock Advisors, LLC

15.89K

Sep 30, 24

+1.87K

0.01%

9258 Wealth Management, LLC

12.79K

Sep 30, 24

+402

0.01%

Aspire Wealth Management Corp

9.85K

Sep 30, 24

+674

0.00%

Diversified, LLC

9.31K

Sep 30, 24

+269

0.00%

First Trust Direct Indexing L.P.

8.55K

Sep 30, 24

+80

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

3.08K

Sep 30, 24

0.00%

CEDRUS LLC

3.06K

Sep 30, 24

+3.06K

0.00%

FinTrust Capital Advisors, LLC

2.16K

Sep 30, 24

-434

0.00%

Pillar Wealth Advisors, LLC

1.53K

Sep 30, 24

-32.04K

0.00%

Carmichael Hill & Associates, Inc.

1.49K

Sep 30, 24

+28

0.00%

Annapolis Financial Services, LLC

265

Sep 30, 24

+41

0.00%

Peterson Financial Group, Inc.

254

Sep 30, 24

+254

0.00%

First Personal Financial Services

150

Sep 30, 24

0.00%

Halpern Financial, Inc.

145

Sep 30, 24

+145

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BlackRock Inc.

5.66M

Jun 30, 24

+100.56K

2.67%

TMD Wealth Management, LLC

244.98K

Jun 30, 24

+1.55K

0.12%

Private Ocean, LLC

174.11K

Jun 30, 24

+54.94K

0.08%

Arden Trust Co

112.19K

Jun 30, 24

+182

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

15.03K

Jun 30, 24

-385

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

11.29K

Jun 30, 24

+2.57K

0.01%

Relative Value Partners Group, LLC

4.17K

Jun 30, 24

-14.33K

0.00%

TCWP LLC

2.99K

Jun 30, 24

-17

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

2.64K

Jun 30, 24

-2

0.00%

GIRARD PARTNERS LTD.

2.07K

Jun 30, 24

-248

0.00%

Coombe, Bender & Co LLC

1.45K

Jun 30, 24

+1.45K

0.00%

HYMAN CHARLES D

1.45K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

621

Jun 30, 24

-13.61K

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

591.39K

Mar 31, 24

+114.46K

0.28%

Cetera Advisors LLC

482.38K

Mar 31, 24

+168.27K

0.23%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

415.49K

Mar 31, 24

-3.20K

0.20%

CALIBER WEALTH MANAGEMENT, LLC

93.12K

Mar 31, 24

-2.43K

0.04%

Derbend Asset Management

53.24K

Mar 31, 24

-4.15K

0.03%

Grey Street Capital, LLC

15.66K

Mar 31, 24

+15.66K

0.01%

CREDIT SUISSE AG/

8.41K

Mar 31, 24

+6.22K

0.00%

Connectus Wealth, LLC

6.11K

Mar 31, 24

+43

0.00%

Syntal Capital Partners, LLC

3.52K

Mar 31, 24

+3.52K

0.00%

InterOcean Capital Group, LLC

2.85K

Mar 31, 24

0.00%

Crestone Asset Management LLC

2.56K

Mar 31, 24

+1.14K

0.00%

FirstPurpose Wealth LLC

2.30K

Mar 31, 24

+2.30K

0.00%

Coppell Advisory Solutions Corp.

1.63K

Mar 31, 24

+1.63K

0.00%

Retirement Group, LLC

848

Mar 31, 24

-10

0.00%

Cutler Group LLC / CA

202

Mar 31, 24

+202

0.00%

WEALTHSOURCE PARTNERS, LLC

625.17K

Dec 31, 23

+34.12K

0.29%

RESOURCE CONSULTING GROUP INC

487.45K

Dec 31, 23

+40.77K

0.23%

Baystate Wealth Management LLC

169.32K

Dec 31, 23

+2.00K

0.08%

FOCUS FINANCIAL NETWORK INC /ADV

84.65K

Dec 31, 23

+84.65K

0.04%

Day & Ennis, LLC

75.90K

Dec 31, 23

+898

0.04%

DFPG INVESTMENTS, LLC

29.16K

Dec 31, 23

+3.14K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

29.10K

Dec 31, 23

-4.30K

0.01%

Rollins Financial

22.12K

Dec 31, 23

+4.61K

0.01%

TELEMUS CAPITAL, LLC

12.52K

Dec 31, 23

+1.97K

0.01%

Simplicity Solutions, LLC

8.98K

Dec 31, 23

+450

0.00%

DB Wealth Management Group, LLC

7.12K

Dec 31, 23

0.00%

Bartlett & Co. LLC

5.61K

Dec 31, 23

-181

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

509.67K

Sep 30, 23

+40.13K

0.24%

Icon Wealth Partners, LLC

161.95K

Sep 30, 23

-51.89K

0.08%

COMERICA SECURITIES,INC.

114.11K

Sep 30, 23

-25.01K

0.05%

Windsor Group LTD

93.26K

Sep 30, 23

-4.09K

0.04%

Wealth Management Solutions, LLC

65.42K

Sep 30, 23

-2.69K

0.03%

Column Capital Advisors, LLC

28.19K

Sep 30, 23

0.01%

TIEDEMANN ADVISORS, LLC

27.66K

Sep 30, 23

0.01%

BEDEL FINANCIAL CONSULTING INC

20.39K

Sep 30, 23

+20.39K

0.01%

Truadvice, LLC

11.74K

Sep 30, 23

-7.25K

0.01%

PATHSTONE FAMILY OFFICE, LLC

4.32K

Sep 30, 23

+4.32K

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

2.65K

Sep 30, 23

0.00%

COLONY GROUP LLC

1.82K

Sep 30, 23

0.00%

Cornerstone Retirement Group, Inc.

1.66K

Sep 30, 23

+1.66K

0.00%

KENFARB & CO.

289

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+55

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-2.37K

V Wealth Advisors LLC

Sep 30, 23

-2.48K

PFS INVESTMENTS INC.

900.55K

Jun 30, 23

+124.64K

0.42%

TIAA, FSB

612.47K

Jun 30, 23

+111.93K

0.29%

SILVERHAWK ASSET MANAGEMENT, LLC

47.45K

Jun 30, 23

+47.45K

0.02%

BDO Wealth Advisors, LLC

33.56K

Jun 30, 23

+2.12K

0.02%

First Capital Advisors Group, LLC.

32.29K

Jun 30, 23

+10.63K

0.02%

AJ WEALTH STRATEGIES, LLC

31.77K

Jun 30, 23

-514

0.01%

PICTET ASSET MANAGEMENT SA

26.48K

Jun 30, 23

+12.32K

0.01%

BMS Financial Advisors, LLC

17.23K

Jun 30, 23

-15.72K

0.01%

TimeScale Financial, Inc.

12.13K

Jun 30, 23

+3.88K

0.01%

Vident Investment Advisory, LLC

8.20K

Jun 30, 23

+1.14K

0.00%

Veritable, L.P.

4.32K

Jun 30, 23

+554

0.00%

LEO BROKERAGE, LLC

3.62K

Jun 30, 23

-1.15K

0.00%

BerganKDV Wealth Management, LLC

2.81K

Jun 30, 23

0.00%

MCMILLION CAPITAL MANAGEMENT INC

260

Jun 30, 23

+260

0.00%

Kistler-Tiffany Companies, LLC

210

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-231

HighTower Trust Company, N.A.

4.68K

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

3.42K

Mar 31, 23

-3.37K

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-25

Ford Financial Group, LLC

Mar 31, 23

-9.53K

Tillar-Wenstrup Advisors, LLC

165.51K

Dec 31, 22

+18.32K

0.08%

CFO4Life, L.P.

142.89K

Dec 31, 22

+142.89K

0.07%

TRUSTCORE FINANCIAL SERVICES, LLC

31.84K

Dec 31, 22

+11.87K

0.01%

Claraphi Advisory Network, LLC

31.81K

Dec 31, 22

+4.44K

0.01%

Bickling Financial Services, Inc.

20.86K

Dec 31, 22

+47

0.01%

Regent Investment Management LLC

4.81K

Dec 31, 22

-30

0.00%

BOENNING & SCATTERGOOD, INC.

4.45K

Dec 31, 22

-215

0.00%

S.C. Financial Services, Inc.

3.15K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

211

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-346

BALASA DINVERNO & FOLTZ LLC

535.22K

Sep 30, 22

+5.36K

0.25%

55I, LLC

452.98K

Sep 30, 22

+234.16K

0.21%

Doyle Wealth Management

130.58K

Sep 30, 22

+11.02K

0.06%

FourThought Financial, LLC

30.81K

Sep 30, 22

+2.40K

0.01%

American Portfolios Advisors

29.84K

Sep 30, 22

-536

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

29.30K

Sep 30, 22

-12.11K

0.01%

EATON VANCE MANAGEMENT

25.65K

Sep 30, 22

+715

0.01%

Newfound Research LLC

12.21K

Sep 30, 22

-561

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

11.30K

Sep 30, 22

+3.47K

0.01%

ACG Wealth

7.69K

Sep 30, 22

+37

0.00%

REGENTATLANTIC CAPITAL LLC

5.03K

Sep 30, 22

-79

0.00%

Highland Private Wealth Management

2.96K

Sep 30, 22

+2.96K

0.00%

Beaumont Financial Partners, LLC

2.55K

Sep 30, 22

0.00%

KARLINSKI ANDREW C

2.25K

Sep 30, 22

0.00%

Covington Capital Management

1.14K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

925

Sep 30, 22

+325

0.00%

SIENA CAPITAL LLC

587

Sep 30, 22

0.00%

Pinnacle Private Wealth, LLC

15.51K

Jun 30, 22

-1.52K

0.01%

B. Riley Wealth Management, Inc.

4.71K

Jun 30, 22

-1.11K

0.00%

ADVISOR PARTNERS LLC

3.00K

Jun 30, 22

-245

0.00%

Minot Wealth Management LLC

2.93K

Jun 30, 22

0.00%

HYA Advisors, Inc

1.96K

Jun 30, 22

0.00%

Frontier Wealth Management LLC

1.69K

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

Jun 30, 22

+90

0.00%

Cordasco Financial Network

Jun 30, 22

-128

Fieldpoint Private Securities, LLC

Jun 30, 22

-350

MURPHY CAPITAL MANAGEMENT INC

Jun 30, 22

-1.55K

Private Capital Group, LLC

Jun 30, 22

-170

PALLADIUM PARTNERS LLC

147.14K

Mar 31, 22

+651

0.07%

CAPITAL ONE FINANCIAL CORP

52.73K

Mar 31, 22

-514.70K

0.02%

Ferris Capital, LLC

19.18K

Mar 31, 22

0.01%

Winfield Associates, Inc.

6.98K

Mar 31, 22

-1.00K

0.00%

Meristem Family Wealth, LLC

4.80K

Mar 31, 22

-120

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.00K

Mar 31, 22

+81

0.00%

Freedman Financial Associates, Inc.

1.26K

Mar 31, 22

+1.26K

0.00%

KINGS POINT CAPITAL MANAGEMENT

950

Mar 31, 22

0.00%

FundX Investment Group, LLC

306.74K

Dec 31, 21

+306.74K

0.14%

FIRST MIDWEST BANK TRUST DIVISION

48.01K

Dec 31, 21

-1.14K

0.02%

Carroll Financial Associates, Inc.

44.79K

Dec 31, 21

+1.89K

0.02%

NEXT Financial Group, Inc

14.38K

Dec 31, 21

+3.32K

0.01%

Castle Financial & Retirement Planning Associates, Inc.

11.17K

Dec 31, 21

+11.17K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

10.87K

Dec 31, 21

+5.98K

0.01%

HawsGoodwin Investment Management LLC

10.26K

Dec 31, 21

-218

0.00%

Mosaic Family Wealth, LLC

8.95K

Dec 31, 21

+421

0.00%

Investors Financial Group, LLC

3.52K

Dec 31, 21

+836

0.00%

Biltmore Capital Advisors LLC

1.86K

Dec 31, 21

+1.86K

0.00%

REILLY FINANCIAL ADVISORS, LLC

247

Dec 31, 21

+247

0.00%

Ameritas Investment Company, LLC

293.73K

Sep 30, 21

+292.89K

0.14%

Covenant Multifamily Offices, LLC

215.43K

Sep 30, 21

-24.50K

0.10%

Berman Capital Advisors, LLC

192.97K

Sep 30, 21

-63

0.09%

Cardan Capital Partners, LLC

59.60K

Sep 30, 21

-256

0.03%

INVESTMENT SECURITY GROUP INC /CO/ /ADV

15.94K

Sep 30, 21

-52

0.01%

Hochman Cole Investment Advisors, Inc.

6.79K

Sep 30, 21

-790

0.00%

Homrich & Berg

4.39K

Sep 30, 21

0.00%

QCI ASSET MANAGEMENT INC/NY

3.40K

Sep 30, 21

0.00%

New England Investment & Retirement Group, Inc.

3.10K

Sep 30, 21

-245

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

2.04K

Sep 30, 21

-11

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

1.63K

Sep 30, 21

0.00%

SECURITY NATIONAL TRUST CO

194

Sep 30, 21

0.00%

Epstein & White Financial LLC

248.75K

Jun 30, 21

+10.19K

0.12%

20/20 Capital Management, Inc.

172.63K

Jun 30, 21

+13.71K

0.08%

ARS Wealth Advisors, LLC

75.70K

Jun 30, 21

+10.38K

0.04%

Novak Financial Planning, LLC

15.84K

Jun 30, 21

+807

0.01%

Vontobel Swiss Wealth Advisors AG

3.19K

Jun 30, 21

-19

0.00%

Pinnacle Wealth Advisors

729

Jun 30, 21

+729

0.00%

Hoover Financial Advisors, Inc.

125

Jun 30, 21

0.00%

Stewardship Financial Advisors, LLC

384.44K

Mar 31, 21

+3.07K

0.18%

Sullivan, Bruyette, Speros & Blaney, LLC

7.30K

Mar 31, 21

0.00%

Lighthouse Financial Advisors, Inc.

4.38K

Mar 31, 21

-439

0.00%

BAINCO INTERNATIONAL INVESTORS

99.90K

Dec 31, 20

-670

0.05%

Blue Sky Asset Management, LLC

19.43K

Dec 31, 20

-5.80K

0.01%

SVA Wealth Management, LLC

7.49K

Dec 31, 20

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

102

Dec 31, 20

+102

0.00%

Winslow, Evans & Crocker, Inc.

100

Dec 31, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

203.28K

Sep 30, 20

+16.18K

0.10%

First Allied Advisory Services, Inc.

45.37K

Sep 30, 20

-626

0.02%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

32.90K

Sep 30, 20

+3.45K

0.02%

10-15 ASSOCIATES, INC.

26.32K

Sep 30, 20

+11.06K

0.01%

Stearns Financial Services Group

15.52K

Sep 30, 20

-1.51K

0.01%

Lucia Wealth Services, LLC

2.46K

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

1.22K

Sep 30, 20

-227

0.00%

ETRADE Capital Management LLC

Sep 30, 20

-2.70K

Watson Rebecca

Sep 30, 20

-962

TCG Advisors, LP

Sep 30, 20

-68.25K

FRONTIER INVESTMENT MGMT CO

257.86K

Jun 30, 20

+48.50K

0.12%

Argent Wealth Management LLC

134.19K

Jun 30, 20

+1.91K

0.06%

InterOcean Capital, LLC

2.84K

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

-1.25K

Fiduciary Trust Co International of Pennsylvania

216.23K

Mar 31, 20

+216.23K

0.10%

ACCURATE INVESTMENT SOLUTIONS, INC.

7.49K

Mar 31, 20

+4.74K

0.00%

CA Family Wealth, LLC

5.13K

Mar 31, 20

+548

0.00%

BOYS ARNOLD & CO INC

4.15K

Mar 31, 20

+4.15K

0.00%

Squar Milner Financial Services LLC

1.98K

Mar 31, 20

0.00%

Advisor Group, Inc.

1.57M

Dec 31, 19

+1.28M

0.74%

LADENBURG THALMANN FINANCIAL SERVICES INC.

966.52K

Dec 31, 19

+660.62K

0.46%

CAPITAL ONE, NATIONAL ASSOCIATION

109.14K

Dec 31, 19

+109.14K

0.05%

Beacon Pointe Wealth Advisors, LLC

Dec 31, 19

-2.99K

Sequoia Wealth Management, LLC

Dec 31, 19

-3.29K

BOSTON ADVISORS LLC

71.95K

Sep 30, 19

-2.77K

0.03%

Capital One Investing, Inc.

66.20K

Sep 30, 19

+6.24K

0.03%

BB&T SECURITIES, LLC

46.91K

Sep 30, 19

-5.41K

0.02%

MADISON INVESTMENT HOLDINGS INC

41.10K

Sep 30, 19

-5.94K

0.02%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

39.63K

Sep 30, 19

+3.09K

0.02%

Wealth & Pension Services Group, Inc.

8.83K

Sep 30, 19

+3.50K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

835

Sep 30, 19

+568

0.00%

TMD & ASSOCIATES, INC

95.87K

Jun 30, 19

-1.64K

0.05%

HL FINANCIAL SERVICES LLC

44.78K

Mar 31, 19

+6.40K

0.02%

NEXT Financial Holdings

7.47K

Mar 31, 19

+7.47K

0.00%

WealthTrust Fairport, LLC

582

Mar 31, 19

+582

0.00%

RELIANCE TRUST CO OF DELAWARE

Mar 31, 19

-3.47K

Palo Capital, Inc.

12.95K

Dec 31, 18

-99

0.01%

Sigma Investment Management Co

8.04K

Dec 31, 18

0.00%

Visionary Asset Management, Inc.

4.62K

Dec 31, 18

+4.62K

0.00%

CUE ADVISORY SERVICES, INC.

22.78K

Sep 30, 18

+300

0.01%

Kabarec Financial Advisors, Ltd.

1.98K

Jun 30, 18

+1.98K

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-8.45K

NATIONAL PLANNING CORP

Dec 31, 17

-2.88K

GIRARD SECURITIES, INC.

19.96K

Sep 30, 17

+562

0.01%

Commonwealth Equity Services, Inc

106.30K

Jun 30, 17

+8.83K

0.05%

BEACON TRUST CO

8.77K

Mar 31, 17

-33.81K

0.00%

BlackRock Institutional Trust Company, N.A.

173.81K

Dec 31, 16

0.08%

BlackRock Investment Management, LLC

133.33K

Dec 31, 16

+57.53K

0.06%

MSI Financial Services Inc

19.29K

Dec 31, 16

+12.90K

0.01%

Investors Capital Advisory Services

12.64K

Jun 30, 16

+3.97K

0.01%

VSR Financial Services, Inc.

6.85K

Jun 30, 16

+17

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

+71

0.00%

UBS AG

656.78K

Sep 30, 14

+6.38K

0.31%