Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 895.26K | Jun 30, 26 | +138.51K | 3.49% |
| UBS Group AG | 878.15K | Jun 30, 26 | +29.40K | 3.42% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 480.23K | Jun 30, 26 | -5.33K | 1.87% |
| Annex Advisory Services, LLC | 399.98K | Jun 30, 26 | -341.12K | 1.56% |
| LPL Financial LLC | 391.44K | Jun 30, 26 | +56.18K | 1.52% |
| RAYMOND JAMES FINANCIAL INC | 265.42K | Jun 30, 26 | +14.31K | 1.03% |
| AMERIPRISE FINANCIAL INC | 262.46K | Jun 30, 26 | +148.33K | 1.02% |
| ROYAL BANK OF CANADA | 223.44K | Jun 30, 26 | +21.31K | 0.87% |
| ARMSTRONG ADVISORY GROUP, INC | 217.30K | Jun 30, 26 | +210.45K | 0.85% |
| Gray Foundation | 205.00K | Jun 30, 26 | -- | 0.80% |
| Biltmore Family Office, LLC | 202.13K | Jun 30, 26 | -826 | 0.79% |
| MinichMacGregor Wealth Management, LLC | 175.32K | Jun 30, 26 | -7.52K | 0.68% |
| CI Private Wealth, LLC | 173.19K | Jun 30, 26 | -7.49K | 0.67% |
| Carmel Capital Management L.L.C. | 100.49K | Jun 30, 26 | +1.55K | 0.39% |
| NTV ASSET MANAGEMENT LLC | 94.39K | Jun 30, 26 | +7.35K | 0.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 81.42K | Jun 30, 26 | +1.74K | 0.32% |
| Crestwood Advisors Group LLC | 79.74K | Jun 30, 26 | -139 | 0.31% |
| GFS Advisors, LLC | 79.72K | Jun 30, 26 | +79.72K | 0.31% |
| NATIONAL BANK OF CANADA /FI/ | 76.96K | Jun 30, 26 | +1.46K | 0.30% |
| PRINCIPAL SECURITIES, INC. | 73.65K | Jun 30, 26 | +1.23K | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 72.97K | Jun 30, 26 | +9.62K | 0.28% |
| Black Swift Group, LLC | 71.46K | Jun 30, 26 | +6.92K | 0.28% |
| STIFEL FINANCIAL CORP | 68.41K | Jun 30, 26 | +10.91K | 0.27% |
| Cetera Investment Advisers | 64.54K | Jun 30, 26 | +4.58K | 0.25% |
| Allianz Asset Management GmbH | 61.38K | Jun 30, 26 | +61.38K | 0.24% |
| Stratos Wealth Partners, LTD. | 57.79K | Jun 30, 26 | -319 | 0.23% |
| MERCER GLOBAL ADVISORS INC /ADV | 52.30K | Jun 30, 26 | -2.29K | 0.20% |
| Federation des caisses Desjardins du Quebec | 51.46K | Jun 30, 26 | +49.25K | 0.20% |
| SG Americas Securities, LLC | 50.00K | Jun 30, 26 | -- | 0.19% |
| BIP Wealth, LLC | 49.26K | Jun 30, 26 | +1.08K | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 48.47K | Jun 30, 26 | -4.81K | 0.19% |
| PINNACLE ASSOCIATES LTD | 47.62K | Jun 30, 26 | +1.88K | 0.19% |
| Quadcap Wealth Management, LLC | 42.83K | Jun 30, 26 | -10.68K | 0.17% |
| CITIGROUP INC | 42.65K | Jun 30, 26 | +292 | 0.17% |
| Rockefeller Capital Management L.P. | 41.46K | Jun 30, 26 | +4.48K | 0.16% |
| Eagle Strategies LLC | 41.31K | Jun 30, 26 | +1.36K | 0.16% |
| PACIFIC SUN FINANCIAL CORP | 37.44K | Jun 30, 26 | -263 | 0.15% |
| RAINIER FAMILY WEALTH INC | 37.15K | Jun 30, 26 | +4.01K | 0.14% |
| Invera Wealth Advisors, LLC | 36.31K | Jun 30, 26 | +11.93K | 0.14% |
| Colony Group, LLC | 35.49K | Jun 30, 26 | -618 | 0.14% |
| Beacon Pointe Advisors, LLC | 32.07K | Jun 30, 26 | -727 | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 31.32K | Jun 30, 26 | +1.13K | 0.12% |
| Hyposwiss Advisors SA | 31.01K | Jun 30, 26 | -3.66K | 0.12% |
| FLOW TRADERS U.S. LLC | 30.46K | Jun 30, 26 | -36.83K | 0.12% |
| Resources Investment Advisors, LLC. | 29.73K | Jun 30, 26 | -364 | 0.12% |
| Kestra Advisory Services, LLC | 29.66K | Jun 30, 26 | +830 | 0.12% |
| Summit Financial, LLC | 28.72K | Jun 30, 26 | -467 | 0.11% |
| Anson Capital, Inc. | 28.61K | Jun 30, 26 | +25.32K | 0.11% |
| MONECO Advisors, LLC | 28.11K | Jun 30, 26 | +308 | 0.11% |
| BANK OF AMERICA CORP /DE/ | 27.32K | Jun 30, 26 | +18.11K | 0.11% |
| BLAIR WILLIAM & CO/IL | 26.01K | Jun 30, 26 | +13.56K | 0.10% |
| TRUE Private Wealth Advisors | 25.98K | Jun 30, 26 | -502 | 0.10% |
| Steward Partners Investment Advisory, LLC | 25.46K | Jun 30, 26 | +20.34K | 0.10% |
| Curbstone Financial Management Corp | 25.21K | Jun 30, 26 | +40 | 0.10% |
| Bank OZK | 23.73K | Jun 30, 26 | -25 | 0.09% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 23.36K | Jun 30, 26 | +23.36K | 0.09% |
| HighTower Advisors, LLC | 23.27K | Jun 30, 26 | +1.25K | 0.09% |
| Advisory Services Network, LLC | 22.53K | Jun 30, 26 | +1.42K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 21.81K | Jun 30, 26 | +4.16K | 0.08% |
| Hancock Prospecting Pty Ltd | 21.79K | Jun 30, 26 | -- | 0.08% |
| Geneos Wealth Management Inc. | 21.23K | Jun 30, 26 | -- | 0.08% |
| Solutions 4 Wealth, Ltd | 21.03K | Jun 30, 26 | +2 | 0.08% |
| Main Street Financial Solutions, LLC | 20.51K | Jun 30, 26 | -320 | 0.08% |
| Private Advisor Group, LLC | 19.63K | Jun 30, 26 | +9.11K | 0.08% |
| Equitable Holdings, Inc. | 19.04K | Jun 30, 26 | +5.50K | 0.07% |
| Stegent Equity Advisors, Inc. | 18.92K | Jun 30, 26 | +18.92K | 0.07% |
| Fortis Group Advisors, LLC | 18.69K | Jun 30, 26 | -20 | 0.07% |
| RPG Investment Advisory, LLC | 17.74K | Jun 30, 26 | -1.44K | 0.07% |
| OPPENHEIMER & CO INC | 17.70K | Jun 30, 26 | -258 | 0.07% |
| VVR Holdings LLC | 16.86K | Jun 30, 26 | +6.69K | 0.07% |
| Generation Capital Management LLC | 15.90K | Jun 30, 26 | +15.90K | 0.06% |
| Creative Planning | 15.07K | Jun 30, 26 | +693 | 0.06% |
| SRS Capital Advisors, Inc. | 14.35K | Jun 30, 26 | -206 | 0.06% |
| MML INVESTORS SERVICES, LLC | 13.80K | Jun 30, 26 | +4.16K | 0.05% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13.69K | Jun 30, 26 | +13.69K | 0.05% |
| PRUDENTIAL PLC | 13.45K | Jun 30, 26 | +13.45K | 0.05% |
| WCG Wealth Advisors LLC | 13.04K | Jun 30, 26 | +860 | 0.05% |
| Bank of New York Mellon Corp | 13.00K | Jun 30, 26 | +1 | 0.05% |
| FMR LLC | 13.00K | Jun 30, 26 | +1.95K | 0.05% |
| BESSEMER GROUP INC | 12.94K | Jun 30, 26 | -- | 0.05% |
| Clay Northam Wealth Management, LLC | 12.48K | Jun 30, 26 | -800 | 0.05% |
| James J. Burns & Company, LLC | 12.39K | Jun 30, 26 | +364 | 0.05% |
| SCOTIA CAPITAL INC. | 12.30K | Jun 30, 26 | +144 | 0.05% |
| TD Waterhouse Canada Inc. | 12.10K | Jun 30, 26 | -29 | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 11.53K | Jun 30, 26 | -5.56K | 0.04% |
| Cerity Partners LLC | 11.35K | Jun 30, 26 | -1.33K | 0.04% |
| Brookstone Capital Management | 11.32K | Jun 30, 26 | +2.65K | 0.04% |
| Pinnacle Wealth Management Advisory Group, LLC | 10.37K | Jun 30, 26 | +295 | 0.04% |
| Pensionmark Financial Group, LLC | 10.36K | Jun 30, 26 | -118 | 0.04% |
| Spire Wealth Management | 9.86K | Jun 30, 26 | +688 | 0.04% |
| IHT Wealth Management, LLC | 9.78K | Jun 30, 26 | -2.85K | 0.04% |
| Objectivity Squared, LLC | 9.71K | Jun 30, 26 | -- | 0.04% |
| CIBC WORLD MARKET INC. | 9.64K | Jun 30, 26 | +1.72K | 0.04% |
| CITADEL ADVISORS LLC | 9.63K | Jun 30, 26 | -7.01K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.49K | Jun 30, 26 | +2.58K | 0.04% |
| Toroso Investments, LLC | 8.70K | Jun 30, 26 | +8.70K | 0.03% |
| Prosperity Consulting Group, LLC | 8.65K | Jun 30, 26 | -151 | 0.03% |
| NewEdge Advisors, LLC | 8.00K | Jun 30, 26 | +170 | 0.03% |
| Greenwich Wealth Management LLC | 7.94K | Jun 30, 26 | -- | 0.03% |
| Joel Isaacson & Co., LLC | 7.93K | Jun 30, 26 | -- | 0.03% |
| PEAPACK GLADSTONE FINANCIAL CORP | 7.76K | Jun 30, 26 | -- | 0.03% |
| Caprock Group, LLC | 7.75K | Jun 30, 26 | -156 | 0.03% |
| Aspiring Ventures, LLC | 7.50K | Jun 30, 26 | -- | 0.03% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 7.48K | Jun 30, 26 | -76 | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.40K | Jun 30, 26 | -- | 0.03% |
| Mariner, LLC | 7.28K | Jun 30, 26 | -2.87K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.25K | Jun 30, 26 | +7.25K | 0.03% |
| Janney Montgomery Scott LLC | 7.24K | Jun 30, 26 | +1.14K | 0.03% |
| Financial Freedom, LLC | 7.15K | Jun 30, 26 | -- | 0.03% |
| Vontobel Holding Ltd. | 7.15K | Jun 30, 26 | -365 | 0.03% |
| FIFTH THIRD BANCORP | 7.14K | Jun 30, 26 | +2.45K | 0.03% |
| Creekside Partners | 7.11K | Jun 30, 26 | -- | 0.03% |
| CERTUITY, LLC | 6.98K | Jun 30, 26 | -- | 0.03% |
| JPMORGAN CHASE & CO | 6.97K | Jun 30, 26 | -66 | 0.03% |
| BROWN ADVISORY INC | 6.78K | Jun 30, 26 | +6.78K | 0.03% |
| Financial Management, Inc. | 6.59K | Jun 30, 26 | -- | 0.03% |
| MUSTICO FINANCIAL GROUP, INC. | 6.50K | Jun 30, 26 | +23 | 0.03% |
| Wedmont Private Capital | 6.42K | Jun 30, 26 | +20 | 0.02% |
| VIMA LLC | 6.39K | Jun 30, 26 | +6.39K | 0.02% |
| Summit Asset Management, LLC | 6.38K | Jun 30, 26 | -89 | 0.02% |
| Avestar Capital, LLC | 6.28K | Jun 30, 26 | +6.28K | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 6.10K | Jun 30, 26 | +2.92K | 0.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 5.91K | Jun 30, 26 | -132 | 0.02% |
| MEITAV INVESTMENT HOUSE LTD | 5.90K | Jun 30, 26 | +5.90K | 0.02% |
| HighPoint Advisor Group LLC | 5.88K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 5.75K | Jun 30, 26 | +613 | 0.02% |
| Lido Advisors, LLC | 5.74K | Jun 30, 26 | -14.47K | 0.02% |
| Kovack Advisors, Inc. | 5.69K | Jun 30, 26 | +5.69K | 0.02% |
| Cartesian Growth Corp | 5.67K | Jun 30, 26 | -- | 0.02% |
| Summit Investment Advisory Services, LLC | 5.64K | Jun 30, 26 | +1.84K | 0.02% |
| Brookwood Investment Group LLC | 5.36K | Jun 30, 26 | +709 | 0.02% |
| CITIZENS FINANCIAL GROUP INC/RI | 5.35K | Jun 30, 26 | -- | 0.02% |
| Mutual Advisors, LLC | 5.32K | Jun 30, 26 | -196 | 0.02% |
| CHICAGO TRUST Co NA | 5.30K | Jun 30, 26 | -- | 0.02% |
| Fort Sheridan Advisors LLC | 5.22K | Jun 30, 26 | -- | 0.02% |
| FIRST FOUNDATION ADVISORS | 5.21K | Jun 30, 26 | -- | 0.02% |
| Pathstone Holdings, LLC | 5.12K | Jun 30, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 4.97K | Jun 30, 26 | -865 | 0.02% |
| PFG Investments, LLC | 4.96K | Jun 30, 26 | +202 | 0.02% |
| Baird Financial Group, Inc. | 4.84K | Jun 30, 26 | +211 | 0.02% |
| Forum Finance Group S.A. | 4.83K | Jun 30, 26 | -- | 0.02% |
| Noble Wealth Management PBC | 4.69K | Jun 30, 26 | +2.41K | 0.02% |
| CAHILL FINANCIAL ADVISORS INC | 4.66K | Jun 30, 26 | -- | 0.02% |
| JOHNSON INVESTMENT COUNSEL INC | 4.60K | Jun 30, 26 | -- | 0.02% |
| TRUIST FINANCIAL CORP | 4.54K | Jun 30, 26 | -1.77K | 0.02% |
| INSIGNEO ADVISORY SERVICES, LLC | 4.46K | Jun 30, 26 | +1.19K | 0.02% |
| Ethos Financial Group, LLC | 4.40K | Jun 30, 26 | +123 | 0.02% |
| North Star Investment Management Corp. | 4.35K | Jun 30, 26 | -- | 0.02% |
| SNS Financial Group, LLC | 4.25K | Jun 30, 26 | +4.25K | 0.02% |
| MATAURO, LLC | 4.13K | Jun 30, 26 | -- | 0.02% |
| Focus Financial Network, Inc. | 4.11K | Jun 30, 26 | +4.11K | 0.02% |
| M3 Advisory Group, LLC | 4.10K | Jun 30, 26 | +49 | 0.02% |
| Stonebridge Financial Group, LLC/CA | 4.10K | Jun 30, 26 | +4.10K | 0.02% |
| McKinley Carter Wealth Services, Inc. | 4.05K | Jun 30, 26 | +4.05K | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.03K | Jun 30, 26 | +4.03K | 0.02% |
| Dakota Wealth Management | 3.93K | Jun 30, 26 | -- | 0.02% |
| D. E. Shaw & Co., Inc. | 3.85K | Jun 30, 26 | -2.51K | 0.01% |
| Clearwater Capital Advisors, LLC | 3.82K | Jun 30, 26 | +85 | 0.01% |
| BURKE & HERBERT BANK & TRUST CO | 3.79K | Jun 30, 26 | -150 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.78K | Jun 30, 26 | +132 | 0.01% |
| WEALTH EFFECTS LLC | 3.68K | Jun 30, 26 | +600 | 0.01% |
| Commonwealth Financial Services, LLC | 3.67K | Jun 30, 26 | +108 | 0.01% |
| Vigilare Wealth Management | 3.67K | Jun 30, 26 | -- | 0.01% |
| Comprehensive Financial Consultants Institutional, Inc. | 3.66K | Jun 30, 26 | -- | 0.01% |
| Columbus Macro, LLC | 3.59K | Jun 30, 26 | +485 | 0.01% |
| Nova Wealth Management, Inc. | 3.50K | Jun 30, 26 | +3.50K | 0.01% |
| WELLS FARGO & COMPANY/MN | 3.47K | Jun 30, 26 | +2.53K | 0.01% |
| Berger Financial Group, Inc | 3.40K | Jun 30, 26 | +100 | 0.01% |
| BAROMETER CAPITAL MANAGEMENT INC. | 3.40K | Jun 30, 26 | +3.40K | 0.01% |
| Wilson & Boucher Capital Management, LLC | 3.38K | Jun 30, 26 | -- | 0.01% |
| Bauman Advisory Group, LLC | 3.37K | Jun 30, 26 | +3.37K | 0.01% |
| Kingsview Wealth Management, LLC | 3.35K | Jun 30, 26 | +7 | 0.01% |
| Capital Square, LLC | 3.33K | Jun 30, 26 | -20 | 0.01% |
| Western Wealth Management, LLC | 3.31K | Jun 30, 26 | -144 | 0.01% |
| Capital Investment Counsel, LLC | 3.28K | Jun 30, 26 | +3.28K | 0.01% |
| Evergreen Wealth Solutions, LLC | 3.26K | Jun 30, 26 | -- | 0.01% |
| American Institute for Advanced Investment Management, LLP | 3.22K | Jun 30, 26 | +145 | 0.01% |
| Beaird Harris Wealth Management, LLC | 3.08K | Jun 30, 26 | +3.08K | 0.01% |
| Mission Financial Group, LLC | 3.08K | Jun 30, 26 | +3.08K | 0.01% |
| Integrated Wealth Concepts LLC | 3.08K | Jun 30, 26 | +12 | 0.01% |
| Intesa Sanpaolo Wealth Management | 3.05K | Jun 30, 26 | +3.05K | 0.01% |
| ROMAN BUTLER FULLERTON & CO | 3.04K | Jun 30, 26 | +12 | 0.01% |
| Ronald Blue Trust, Inc. | 3.02K | Jun 30, 26 | -- | 0.01% |
| Vise Technologies, Inc. | 3.02K | Jun 30, 26 | +3.02K | 0.01% |
| Cresset Asset Management, LLC | 3.00K | Jun 30, 26 | -75 | 0.01% |
| Indivisible Partners | 2.98K | Jun 30, 26 | +2.98K | 0.01% |
| London & Capital Asset Management Ltd | 2.95K | Jun 30, 26 | +2.95K | 0.01% |
| Capital Advisors, Ltd. LLC | 2.94K | Jun 30, 26 | +2.94K | 0.01% |
| Financial Engines Advisors L.L.C. | 2.89K | Jun 30, 26 | -635 | 0.01% |
| Prime Capital Investment Advisors, LLC | 2.88K | Jun 30, 26 | +2.88K | 0.01% |
| BECK CAPITAL MANAGEMENT, LLC | 2.87K | Jun 30, 26 | +2.87K | 0.01% |
| Whalen Wealth Management Inc. | 2.82K | Jun 30, 26 | +2.82K | 0.01% |
| Cambridge Advisors Inc. | 2.82K | Jun 30, 26 | +2.82K | 0.01% |
| Keystone Financial Group | 2.80K | Jun 30, 26 | +2.80K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 2.76K | Jun 30, 26 | +2.76K | 0.01% |
| Detalus Advisors, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.01% |
| Sanctuary Advisors, LLC | 2.73K | Jun 30, 26 | +2.73K | 0.01% |
| Key Client Fiduciary Advisors, LLC | 2.70K | Jun 30, 26 | +2.70K | 0.01% |
| Perfromance Wealth Partners, LLC | 2.70K | Jun 30, 26 | +2.70K | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.01% |
| Ellis Investment Partners, LLC | 2.66K | Jun 30, 26 | +2.66K | 0.01% |
| Manchester Capital Management LLC | 2.64K | Jun 30, 26 | -- | 0.01% |
| GR FINANCIAL GROUP, LLC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Merit Financial Group, LLC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Dynamic Advisor Solutions LLC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Koshinski Asset Management, Inc. | 2.54K | Jun 30, 26 | +2.54K | 0.01% |
| Perigon Wealth Management, LLC | 2.52K | Jun 30, 26 | +2.52K | 0.01% |
| Savant Capital, LLC | 2.47K | Jun 30, 26 | +2.47K | 0.01% |
| McGowan Group Asset Management, Inc. | 2.45K | Jun 30, 26 | +2.45K | 0.01% |
| Meridian Wealth Management, LLC | 2.43K | Jun 30, 26 | -1.14K | 0.01% |
| McMill Wealth Management | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| CENTRAL VALLEY ADVISORS, LLC | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| ETF Store, Inc. | 2.37K | Jun 30, 26 | +2.37K | 0.01% |
| BRIGHTON JONES LLC | 2.35K | Jun 30, 26 | +2.35K | 0.01% |
| PRIMORIS WEALTH ADVISORS, LLC | 2.35K | Jun 30, 26 | +2.35K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.29K | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 2.26K | Jun 30, 26 | +2.26K | 0.01% |
| BlackRock, Inc. | 2.10K | Jun 30, 26 | +883 | 0.01% |
| Winch Advisory Services, LLC | 1.89K | Jun 30, 26 | -- | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1.59K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.59K | Jun 30, 26 | +37 | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 1.58K | Jun 30, 26 | +1.06K | 0.01% |
| Banque Transatlantique SA | 1.53K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 1.46K | Jun 30, 26 | -- | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 1.38K | Jun 30, 26 | +570 | 0.01% |
| SBI Securities Co., Ltd. | 1.32K | Jun 30, 26 | +432 | 0.01% |
| IFP Advisors, Inc | 1.30K | Jun 30, 26 | -29 | 0.01% |
| SIMPLEX TRADING, LLC | 1.25K | Jun 30, 26 | +254 | 0.00% |
| Physician Wealth Advisors, Inc. | 1.25K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.24K | Jun 30, 26 | -320 | 0.00% |
| Solstein Capital, LLC | 1.18K | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| CENTRAL TRUST Co | 1.00K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 944 | Jun 30, 26 | +6 | 0.00% |
| BRYN MAWR TRUST Co | 906 | Jun 30, 26 | -- | 0.00% |
| PITTENGER & ANDERSON INC | 875 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 704 | Jun 30, 26 | -- | 0.00% |
| Aberdeen Wealth Management LLC | 700 | Jun 30, 26 | +700 | 0.00% |
| Qube Research & Technologies Ltd | 697 | Jun 30, 26 | -24.98K | 0.00% |
| Strategic Wealth Partners, Ltd. | 600 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| Quintet Private Bank (Europe) S.A. | 600 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 556 | Jun 30, 26 | -- | 0.00% |
| LOM Asset Management Ltd | 550 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 548 | Jun 30, 26 | +548 | 0.00% |
| Crews Bank & Trust | 529 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 524 | Jun 30, 26 | -- | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 519 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 486 | Jun 30, 26 | +486 | 0.00% |
| ASSETMARK, INC | 475 | Jun 30, 26 | +400 | 0.00% |
| SIGNATUREFD, LLC | 467 | Jun 30, 26 | +30 | 0.00% |
| AMERIFLEX GROUP, INC. | 455 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 436 | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 396 | Jun 30, 26 | +396 | 0.00% |
| Concord Wealth Partners | 377 | Jun 30, 26 | +377 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 371 | Jun 30, 26 | +371 | 0.00% |
| AdvisorNet Financial, Inc | 368 | Jun 30, 26 | +1 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 360 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 340 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 337 | Jun 30, 26 | +16 | 0.00% |
| SHP Wealth Management | 337 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 326 | Jun 30, 26 | -- | 0.00% |
| TOWER TRUST & INVESTMENT Co | 325 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 314 | Jun 30, 26 | +314 | 0.00% |
| Bank of New Hampshire | 304 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 302 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 292 | Jun 30, 26 | -- | 0.00% |
| Osbon Capital Management LLC | 281 | Jun 30, 26 | -- | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 230 | Jun 30, 26 | -- | 0.00% |
| Washington Trust Advisors, Inc. | 223 | Jun 30, 26 | -- | 0.00% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 222 | Jun 30, 26 | -- | 0.00% |
| ADIRONDACK TRUST CO | 221 | Jun 30, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 212 | Jun 30, 26 | +141 | 0.00% |
| CoreCap Advisors, LLC | 208 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 202 | Jun 30, 26 | -- | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 189 | Jun 30, 26 | -- | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 188 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 176 | Jun 30, 26 | -123 | 0.00% |
| Avion Wealth | 159 | Jun 30, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 158 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 157 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 152 | Jun 30, 26 | +152 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 150 | Jun 30, 26 | +150 | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 120 | Jun 30, 26 | +120 | 0.00% |
| Colonial Trust Advisors | 119 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 117 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 102 | Jun 30, 26 | -507 | 0.00% |
| Westside Investment Management, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Roble, Belko & Company, Inc | 87 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 79 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 79 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 77 | Jun 30, 26 | -- | 0.00% |
| Accordant Advisory Group Inc | 75 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 70 | Jun 30, 26 | -300 | 0.00% |
| Fourth Dimension Wealth, LLC | 64 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 44 | Jun 30, 26 | +44 | 0.00% |
| MONTAG A & ASSOCIATES INC | 40 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 39 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 35 | Jun 30, 26 | +35 | 0.00% |
| Clearstead Advisors, LLC | 33 | Jun 30, 26 | -592 | 0.00% |
| Lodestone Wealth Management LLC | 31 | Jun 30, 26 | -30 | 0.00% |
| MCF Advisors LLC | 30 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 30 | Jun 30, 26 | +30 | 0.00% |
| Glassman Wealth Services | 30 | Jun 30, 26 | -- | 0.00% |
| Cordant, Inc. | 25 | Jun 30, 26 | +25 | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 20 | Jun 30, 26 | -- | 0.00% |
| Gordian Capital Singapore Pte Ltd | 20 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 19 | Jun 30, 26 | +19 | 0.00% |
| Parkside Financial Bank & Trust | 16 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 15 | Jun 30, 26 | -- | 0.00% |
| Miller Global Investments, LLC | 6 | Jun 30, 26 | +6 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| Main Street Group, LTD | 2 | Jun 30, 26 | -- | 0.00% |
| Purpose Unlimited Inc. | -- | Jun 30, 26 | -22.58K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.49K | -- |
| Optiver Holding B.V. | -- | Jun 30, 26 | -603 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -17.32K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -271 | -- |
| UMB Bank, n.a. | -- | Jun 30, 26 | -120 | -- |
| Snowden Capital Advisors LLC | -- | Jun 30, 26 | -4.62K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -980 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -48.52K | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -39 | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -7.95K | -- |
| Powell Investment Advisors, LLC | -- | Jun 30, 26 | -838 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -64.12K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -13.35K | -- |
| Strive Financial Group ,LLC | -- | Jun 30, 26 | -4.19K | -- |
| Smart Portfolios, LLC | 3.05K | Mar 31, 26 | -25 | 0.01% |
| CWM, LLC | 3.02K | Mar 31, 26 | -- | 0.01% |
| Anfield Capital Management, LLC | 133 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -6.55K | -- |
| COMERICA BANK | 3.94K | Dec 31, 25 | -874 | 0.02% |
| CIBC Private Wealth Group, LLC | 1.60K | Dec 31, 25 | +55 | 0.01% |
| GPS Wealth Strategies Group, LLC | 266 | Dec 31, 25 | -2.00K | 0.00% |
| FSA Wealth Management LLC | 154 | Sep 30, 25 | -70 | 0.00% |
| SPC Financial, Inc. | -- | Sep 30, 25 | -15.27K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -3.64K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -5.24K | -- |
| Sandy Spring Bank | 123 | Mar 31, 25 | -- | 0.00% |
| AlphaMark Advisors, LLC | 2.69K | Dec 31, 24 | +975 | 0.01% |
| Northwest Bank & Trust Co | 325 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -200 | -- |
| RAYMOND JAMES & ASSOCIATES | 167.70K | Sep 30, 24 | -6.84K | 0.65% |
| Raymond James Financial Services Advisors, Inc. | 46.62K | Sep 30, 24 | -924 | 0.18% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 568 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 76.78K | Mar 31, 24 | -4.13K | 0.30% |
| Cetera Advisors LLC | 45.52K | Mar 31, 24 | +29.65K | 0.18% |
| SUMMIT FINANCIAL GROUP, INC. | 19.44K | Mar 31, 24 | -695 | 0.08% |
| WADE G W & INC | 29.24K | Dec 31, 23 | -1.20K | 0.11% |
| WEALTHSOURCE PARTNERS, LLC | 5.53K | Dec 31, 23 | -208 | 0.02% |
| Bartlett & Co. LLC | 100 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 13.12K | Sep 30, 23 | -18.23K | 0.05% |
| COLONY GROUP LLC | 9.96K | Sep 30, 23 | +26 | 0.04% |
| Endurance Wealth Management, Inc. | 49.76K | Jun 30, 23 | -550 | 0.19% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 49.05K | Jun 30, 23 | +12.41K | 0.19% |
| BerganKDV Wealth Management, LLC | 7 | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 1.01K | Mar 31, 23 | +1.01K | 0.00% |
| GOFEN & GLOSSBERG LLC /IL/ | 197.08K | Dec 31, 22 | -1 | 0.77% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 60.66K | Sep 30, 22 | +60.66K | 0.24% |
| American Portfolios Advisors | 14.07K | Sep 30, 22 | -5.59K | 0.05% |
| EATON VANCE MANAGEMENT | 9.68K | Sep 30, 22 | +115 | 0.04% |
| CYPRESS CAPITAL MANAGEMENT LLC | -- | Sep 30, 22 | -5.70K | -- |
| MURPHY CAPITAL MANAGEMENT INC | 11.64K | Jun 30, 22 | -- | 0.05% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2.35K | Jun 30, 22 | -- | 0.01% |
| Fieldpoint Private Securities, LLC | 1.04K | Jun 30, 22 | -100 | 0.00% |
| Cordasco Financial Network | 375 | Jun 30, 22 | +75 | 0.00% |
| Corbenic Partners LLC | 75 | Jun 30, 22 | -- | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 340 | Mar 31, 22 | -- | 0.00% |
| Meristem Family Wealth, LLC | -- | Mar 31, 22 | -7.47K | -- |
| NEXT Financial Group, Inc | 2.51K | Dec 31, 21 | -148 | 0.01% |
| Cascadia Advisory Services, LLC | 3.56K | Sep 30, 21 | -50 | 0.01% |
| Psagot Value Holdings Ltd. | 410 | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 114 | Sep 30, 21 | -- | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 81.55K | Jun 30, 21 | +23.26K | 0.32% |
| Legacy Wealth Partners, Inc. | 9.54K | Jun 30, 21 | -1.74K | 0.04% |
| Vontobel Swiss Wealth Advisors AG | 5.00K | Jun 30, 21 | -- | 0.02% |
| Winslow, Evans & Crocker, Inc. | 1.24K | Dec 31, 20 | +600 | 0.00% |
| Squar Milner Financial Services LLC | 1.00K | Mar 31, 20 | -- | 0.00% |
| Jackson Financial Management | 150.12K | Dec 31, 19 | -300 | 0.58% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 24.37K | Dec 31, 19 | -642 | 0.09% |
| Advisor Group, Inc. | 17.38K | Dec 31, 19 | -1.71K | 0.07% |
| TMD & ASSOCIATES, INC | -- | Jun 30, 19 | -6.46K | -- |
| NEXT Financial Holdings | 350 | Mar 31, 19 | +350 | 0.00% |
| Vantage Investment Advisors, LLC | 611 | Sep 30, 18 | -- | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -50.18K | -- |
| Commonwealth Equity Services, Inc | 59.34K | Jun 30, 17 | +14.53K | 0.23% |
| Virtu KCG Holdings LLC | 9.15K | Jun 30, 17 | -20.59K | 0.04% |
| PVG Asset Management | 34.73K | Dec 31, 16 | +34.73K | 0.14% |
| MSI Financial Services Inc | 5.36K | Dec 31, 16 | +1.42K | 0.02% |
| Gupta Wealth Management LLC | 200 | Mar 31, 16 | -- | 0.00% |
| UBS AG | 5.00K | Sep 30, 14 | +2.82K | 0.02% |
| Jane Street Holding, LLC | 109.18K | Dec 31, 13 | +109.18K | 0.43% |
