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SCHF(SCHF)

SCHF

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Holder

Date

Change

% Held

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

302.29M

Mar 31, 26

+4.53M

12.52%

Empower Advisory Group, LLC

185.70M

Mar 31, 26

+4.92M

7.69%

Financial Engines Advisors L.L.C.

152.57M

Mar 31, 26

-4.39M

6.32%

Wealthfront Advisers LLC

116.34M

Mar 31, 26

+4.86M

4.82%

Creative Planning

47.13M

Mar 31, 26

+5.28M

1.95%

Betterment LLC

21.21M

Mar 31, 26

-651.13K

0.88%

HighTower Advisors, LLC

21.19M

Mar 31, 26

+570.98K

0.88%

CI Private Wealth, LLC

19.15M

Mar 31, 26

-1.26M

0.79%

Miracle Mile Advisors, LLC

15.51M

Mar 31, 26

+1.57M

0.64%

US BANCORP \DE\

12.62M

Mar 31, 26

-1.31M

0.52%

SCS Capital Management LLC

12.49M

Mar 31, 26

-40.04K

0.52%

Wealthspire Advisors, LLC

12.21M

Mar 31, 26

+1.31M

0.51%

MORGAN STANLEY

12.18M

Mar 31, 26

-6.75M

0.50%

Mariner, LLC

10.00M

Mar 31, 26

+1.04M

0.41%

Orgel Wealth Management, LLC

9.41M

Mar 31, 26

+479.30K

0.39%

MERCER GLOBAL ADVISORS INC /ADV

8.90M

Mar 31, 26

-221.28K

0.37%

McAdam, LLC

8.41M

Mar 31, 26

+358.78K

0.35%

JONES FINANCIAL COMPANIES LLLP

8.35M

Mar 31, 26

+1.88M

0.35%

BANK OF AMERICA CORP /DE/

7.48M

Mar 31, 26

+2.54M

0.31%

Avantax Planning Partners, Inc.

7.32M

Mar 31, 26

+118.78K

0.30%

Cresset Asset Management, LLC

7.01M

Mar 31, 26

+822.31K

0.29%

Steele Capital Management, Inc.

6.91M

Mar 31, 26

+184.01K

0.29%

REBALANCE, LLC

6.90M

Mar 31, 26

+20.08K

0.29%

Cerity Partners LLC

6.89M

Mar 31, 26

+181.86K

0.29%

ENVESTNET ASSET MANAGEMENT INC

6.58M

Mar 31, 26

+1.63M

0.27%

JANE STREET GROUP, LLC

6.40M

Mar 31, 26

+6.40M

0.27%

LPL Financial LLC

6.22M

Mar 31, 26

+136.28K

0.26%

Gemmer Asset Management LLC

6.10M

Mar 31, 26

+150.08K

0.25%

BRANDYWINE OAK PRIVATE WEALTH LLC

5.85M

Mar 31, 26

-73.18K

0.24%

WELLS FARGO & COMPANY/MN

5.83M

Mar 31, 26

+55.25K

0.24%

BESSEMER GROUP INC

5.68M

Mar 31, 26

+59.30K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.61M

Mar 31, 26

-3.68M

0.23%

Fund Evaluation Group, LLC

5.53M

Mar 31, 26

-193.31K

0.23%

FMR LLC

5.38M

Mar 31, 26

+104.79K

0.22%

MONETA GROUP INVESTMENT ADVISORS LLC

4.58M

Mar 31, 26

+15.68K

0.19%

UBS Group AG

4.55M

Mar 31, 26

+1.26M

0.19%

Prime Capital Investment Advisors, LLC

4.43M

Mar 31, 26

-1.40M

0.18%

AMERIPRISE FINANCIAL INC

4.18M

Mar 31, 26

+312.60K

0.17%

JMG Financial Group, Ltd.

4.12M

Mar 31, 26

-124.58K

0.17%

Cetera Investment Advisers

4.04M

Mar 31, 26

+460.87K

0.17%

SNS Financial Group, LLC

3.61M

Mar 31, 26

-12.26K

0.15%

BENJAMIN EDWARDS INC

3.56M

Mar 31, 26

-630.77K

0.15%

CHOREO, LLC

3.54M

Mar 31, 26

+784.57K

0.15%

Charles Schwab Trust Co

3.48M

Mar 31, 26

-25.67K

0.14%

AlphaCore Capital LLC

3.26M

Mar 31, 26

-263.54K

0.14%

Truepoint, Inc.

3.25M

Mar 31, 26

-127.29K

0.13%

CWM, LLC

3.22M

Mar 31, 26

+284.42K

0.13%

Colony Group, LLC

3.17M

Mar 31, 26

+234.20K

0.13%

ADVISOR GROUP HOLDINGS, INC.

3.14M

Mar 31, 26

+463.24K

0.13%

Beacon Pointe Advisors, LLC

3.13M

Mar 31, 26

+186.45K

0.13%

FOSTER & MOTLEY INC

3.11M

Mar 31, 26

+13.36K

0.13%

ROYAL BANK OF CANADA

2.96M

Mar 31, 26

-281.75K

0.12%

OARSMAN CAPITAL, INC.

2.81M

Mar 31, 26

+220.63K

0.12%

RAYMOND JAMES FINANCIAL INC

2.71M

Mar 31, 26

+205.08K

0.11%

MML INVESTORS SERVICES, LLC

2.66M

Mar 31, 26

-264.93K

0.11%

Waverly Advisors, LLC

2.56M

Mar 31, 26

+1.15M

0.11%

Evergreen Advisors, LLC

2.47M

Mar 31, 26

+20.65K

0.10%

BlueStem Wealth Partners, LLC

2.43M

Mar 31, 26

-1.01M

0.10%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.38M

Mar 31, 26

-27.92K

0.10%

Riverpoint Wealth Management Holdings, LLC

2.33M

Mar 31, 26

-2.44K

0.10%

TruNorth Capital Management, LLC

2.21M

Mar 31, 26

+13.59K

0.09%

Modern Wealth Management, LLC

2.19M

Mar 31, 26

+1.59K

0.09%

Bleakley Financial Group, LLC

2.05M

Mar 31, 26

+804.86K

0.08%

CITIZENS FINANCIAL GROUP INC/RI

2.03M

Mar 31, 26

+127.74K

0.08%

Matrix Trust Co

2.02M

Mar 31, 26

-5.59K

0.08%

MAI Capital Management

1.91M

Mar 31, 26

+6.25K

0.08%

Procyon Advisors, LLC

1.89M

Mar 31, 26

-94.76K

0.08%

PITTENGER & ANDERSON INC

1.88M

Mar 31, 26

-4.02K

0.08%

Visionary Wealth Advisors

1.87M

Mar 31, 26

+45.49K

0.08%

FINANCIAL CONSULATE, INC

1.85M

Mar 31, 26

+30.79K

0.08%

Rockefeller Capital Management L.P.

1.85M

Mar 31, 26

+89.70K

0.08%

Cambridge Investment Research Advisors, Inc.

1.83M

Mar 31, 26

+278.99K

0.08%

Goelzer Investment Management, Inc.

1.81M

Mar 31, 26

-27.05K

0.08%

CAPITAL ADVISORS INC/OK

1.80M

Mar 31, 26

-561.58K

0.07%

FORVIS Wealth Advisors, LLC

1.74M

Mar 31, 26

-88.08K

0.07%

JPMORGAN CHASE & CO

1.73M

Mar 31, 26

+629.76K

0.07%

Pacific Sage Partners, LLC

1.67M

Mar 31, 26

+34.86K

0.07%

AQR CAPITAL MANAGEMENT LLC

1.63M

Mar 31, 26

+867.25K

0.07%

Summit Asset Management, LLC

1.62M

Mar 31, 26

+26.93K

0.07%

BlueSky Wealth Advisors, LLC

1.56M

Mar 31, 26

+190.81K

0.06%

KAVAR CAPITAL PARTNERS GROUP, LLC

1.48M

Mar 31, 26

+32.90K

0.06%

Operose Advisors LLC

1.47M

Mar 31, 26

+265.02K

0.06%

Perigon Wealth Management, LLC

1.41M

Mar 31, 26

+51.00K

0.06%

HB Wealth Management, LLC

1.41M

Mar 31, 26

-22.65K

0.06%

Persium Advisors, LLC

1.37M

Mar 31, 26

-19.26K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

1.31M

Mar 31, 26

-655.58K

0.05%

VOISARD ASSET MANAGEMENT GROUP, INC.

1.31M

Mar 31, 26

+33.39K

0.05%

GHP Investment Advisors, Inc.

1.29M

Mar 31, 26

+561

0.05%

Pinkerton Retirement Specialists, LLC

1.27M

Mar 31, 26

-56.39K

0.05%

FSM Wealth Advisors, LLC

1.26M

Mar 31, 26

+276.76K

0.05%

Avidian Wealth Solutions, LLC

1.26M

Mar 31, 26

-133.79K

0.05%

Bangor Savings Bank

1.25M

Mar 31, 26

+115

0.05%

Courage Miller Partners, LLC

1.24M

Mar 31, 26

-8.64K

0.05%

BERKSHIRE ASSET MANAGEMENT LLC/PA

1.22M

Mar 31, 26

+136.90K

0.05%

BALLAST ADVISORS LLC

1.21M

Mar 31, 26

-11.54K

0.05%

JOHNSON INVESTMENT COUNSEL INC

1.21M

Mar 31, 26

+40.49K

0.05%

RMB Capital Management, LLC

1.18M

Mar 31, 26

-31.51K

0.05%

Krilogy Financial LLC

1.17M

Mar 31, 26

-8.77K

0.05%

CAPTRUST FINANCIAL ADVISORS

1.17M

Mar 31, 26

+7.62K

0.05%

Farther Finance Advisors, LLC

1.16M

Mar 31, 26

+241.82K

0.05%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

1.15M

Mar 31, 26

-326.24K

0.05%

Red Tortoise LLC

1.15M

Mar 31, 26

+7.62K

0.05%

Boltwood Capital Management

1.15M

Mar 31, 26

+801

0.05%

KEYVANTAGE WEALTH, LLC

1.14M

Mar 31, 26

+28.31K

0.05%

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

1.13M

Mar 31, 26

-19.52K

0.05%

Black Diamond Financial, LLC

1.12M

Mar 31, 26

+36.46K

0.05%

WEALTH MANAGEMENT RESOURCES, INC.

1.11M

Mar 31, 26

+1.89K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

1.10M

Mar 31, 26

-48.25K

0.05%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.10M

Mar 31, 26

+16.64K

0.05%

PARK AVENUE SECURITIES LLC

1.10M

Mar 31, 26

-80.14K

0.05%

NAPLES GLOBAL ADVISORS, LLC

1.09M

Mar 31, 26

+50.57K

0.05%

RIVERSEDGE ADVISORS, LLC

1.09M

Mar 31, 26

-16.61K

0.05%

SEGALL BRYANT & HAMILL, LLC

1.08M

Mar 31, 26

-68.19K

0.04%

HHM Wealth Advisors, LLC

1.07M

Mar 31, 26

-11.98K

0.04%

Benchmark Financial Wealth Advisors, LLC

1.07M

Mar 31, 26

-41.91K

0.04%

RED CEDAR INVESTMENT MANAGEMENT, LLC

1.07M

Mar 31, 26

0.04%

Revolve Wealth Partners, LLC

1.05M

Mar 31, 26

+1.46K

0.04%

eCIO, Inc.

1.05M

Mar 31, 26

+241.72K

0.04%

Wedmont Private Capital

1.04M

Mar 31, 26

+1.55K

0.04%

WealthPlan Investment Management, LLC

1.02M

Mar 31, 26

-18.33K

0.04%

McIlrath & Eck, LLC

1.02M

Mar 31, 26

+15.05K

0.04%

Belpointe Asset Management LLC

999.64K

Mar 31, 26

+134.37K

0.04%

Financial Management Professionals, Inc.

965.58K

Mar 31, 26

+352.08K

0.04%

Tradition Wealth Management, LLC

964.59K

Mar 31, 26

+284.26K

0.04%

Koesten, Hirschmann & Crabtree, INC.

962.57K

Mar 31, 26

-3.21K

0.04%

VALLEY NATIONAL ADVISERS INC

958.36K

Mar 31, 26

+123.15K

0.04%

NewEdge Advisors, LLC

954.15K

Mar 31, 26

-22.81K

0.04%

Atria Investments, Inc

952.20K

Mar 31, 26

+594.35K

0.04%

Savant Capital, LLC

933.90K

Mar 31, 26

-66.24K

0.04%

ZynergyRetirementPlanningLLC

929.60K

Mar 31, 26

-11.00K

0.04%

Rosenberg Matthew Hamilton

923.44K

Mar 31, 26

+8.35K

0.04%

AE Wealth Management LLC

922.92K

Mar 31, 26

-543.51K

0.04%

ACT WEALTH MANAGEMENT, LLC

916.52K

Mar 31, 26

-10.22K

0.04%

Cornerstone Wealth Advisors, Inc.

913.72K

Mar 31, 26

+125.36K

0.04%

FLC Capital Advisors

889.18K

Mar 31, 26

+26.94K

0.04%

Broadleaf Partners, LLC

874.87K

Mar 31, 26

+93.34K

0.04%

Soltis Investment Advisors LLC

872.48K

Mar 31, 26

+104.97K

0.04%

APPLETON PARTNERS INC/MA

866.10K

Mar 31, 26

+5.42K

0.04%

Sylvest Advisors, LLC

864.06K

Mar 31, 26

+3.98K

0.04%

Noble Family Wealth, LLC

860.98K

Mar 31, 26

+7.41K

0.04%

Quantinno Capital Management LP

856.90K

Mar 31, 26

+208.18K

0.04%

Fortis Capital Advisors, LLC

856.26K

Mar 31, 26

+35.74K

0.04%

PEAPACK GLADSTONE FINANCIAL CORP

844.50K

Mar 31, 26

-2.65K

0.03%

Pensionmark Financial Group, LLC

843.33K

Mar 31, 26

-5.54K

0.03%

WealthShield Partners, LLC

832.79K

Mar 31, 26

+26.88K

0.03%

BlackRock, Inc.

825.25K

Mar 31, 26

+174.57K

0.03%

Curbstone Financial Management Corp

821.16K

Mar 31, 26

+6.96K

0.03%

Boyd Wealth Management, LLC

815.40K

Mar 31, 26

+5.88K

0.03%

Northeast Financial Group, Inc.

811.82K

Mar 31, 26

-99.13K

0.03%

Savvy Advisors, Inc.

810.46K

Mar 31, 26

+597.49K

0.03%

Essex LLC

802.93K

Mar 31, 26

+10.19K

0.03%

STIFEL FINANCIAL CORP

792.05K

Mar 31, 26

+119.16K

0.03%

Alliance Wealth Management Group

788.47K

Mar 31, 26

-22.20K

0.03%

Towercrest Capital Management

788.47K

Mar 31, 26

-22.20K

0.03%

NORTH STAR ASSET MANAGEMENT INC

770.68K

Mar 31, 26

+10.82K

0.03%

Certified Advisory Corp

756.71K

Mar 31, 26

+71.86K

0.03%

EP Wealth Advisors, LLC

754.27K

Mar 31, 26

-17.06K

0.03%

Buckingham Strategic Partners

749.95K

Mar 31, 26

-257.51K

0.03%

Opus Capital Group, LLC

748.28K

Mar 31, 26

-12.16K

0.03%

Apriem Advisors

746.67K

Mar 31, 26

-51.91K

0.03%

Invst, LLC

746.24K

Mar 31, 26

-1.04K

0.03%

LIBRA WEALTH LLC

745.20K

Mar 31, 26

-43.09K

0.03%

KICKSTAND VENTURES, LLC.

744.32K

Mar 31, 26

+7.85K

0.03%

NATIXIS ADVISORS, L.P.

724.58K

Mar 31, 26

+188.03K

0.03%

IHT Wealth Management, LLC

719.48K

Mar 31, 26

-25.31K

0.03%

Ascension Capital Advisors, Inc.

717.99K

Mar 31, 26

+31.77K

0.03%

WBH ADVISORY INC

713.57K

Mar 31, 26

+11.81K

0.03%

Sanctuary Advisors, LLC

710.48K

Mar 31, 26

+73.20K

0.03%

ARBOR TRUST WEALTH ADVISORS, LLC

698.93K

Mar 31, 26

+1.81K

0.03%

HBK Sorce Advisory LLC

695.63K

Mar 31, 26

+13.04K

0.03%

Garde Capital, Inc.

693.30K

Mar 31, 26

-32.24K

0.03%

Asset Allocation Strategies LLC

690.14K

Mar 31, 26

+8.34K

0.03%

Sherwood Financial Partners, LLC

689.63K

Mar 31, 26

-29.96K

0.03%

KLINGENSTEIN FIELDS & CO LP

689.39K

Mar 31, 26

-44.09K

0.03%

MorganRosel Wealth Management, LLC

682.55K

Mar 31, 26

-480.04K

0.03%

Atomi Financial Group, Inc.

681.76K

Mar 31, 26

-32.17K

0.03%

Elgethun Capital Management

680.00K

Mar 31, 26

+22.18K

0.03%

MISSION WEALTH MANAGEMENT, LP

675.17K

Mar 31, 26

-84.22K

0.03%

Cranbrook Wealth Management, LLC

672.34K

Mar 31, 26

+2.28K

0.03%

L2 Asset Management, LLC

669.67K

Mar 31, 26

+403.01K

0.03%

PLANNING ALTERNATIVES LTD /ADV

667.27K

Mar 31, 26

-6.78K

0.03%

BCS Wealth Management

666.28K

Mar 31, 26

-645.63K

0.03%

Guardian Financial Partners, LLC

660.77K

Mar 31, 26

-45.76K

0.03%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

657.66K

Mar 31, 26

+14.85K

0.03%

Johnson Financial Group, LLC

646.76K

Mar 31, 26

+383

0.03%

Intergy Private Wealth, LLC

644.16K

Mar 31, 26

-3.37K

0.03%

Lido Advisors, LLC

635.21K

Mar 31, 26

-55.45K

0.03%

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

632.38K

Mar 31, 26

-74.12K

0.03%

CCG WEALTH MANAGEMENT, LLC

627.77K

Mar 31, 26

+67.18K

0.03%

Momentous Wealth Management, Inc.

624.35K

Mar 31, 26

-38.15K

0.03%

Hanson & Doremus Investment Management

621.81K

Mar 31, 26

-1.49K

0.03%

Fort Point Capital Partners LLC

620.04K

Mar 31, 26

-5.49K

0.03%

Envision Financial LLC

618.09K

Mar 31, 26

-12.54K

0.03%

Brooklyn FI, LLC

613.86K

Mar 31, 26

+29.98K

0.03%

RKL Wealth Management LLC

604.28K

Mar 31, 26

-55.37K

0.03%

GOLDMAN SACHS GROUP INC

603.64K

Mar 31, 26

-1.43M

0.03%

Freestate Advisors LLC

599.36K

Mar 31, 26

-10.55K

0.02%

Powers Advisory Group, LLC

598.62K

Mar 31, 26

+26.03K

0.02%

Geneos Wealth Management Inc.

589.69K

Mar 31, 26

+137.15K

0.02%

Meridian Wealth Management, LLC

587.92K

Mar 31, 26

+10.97K

0.02%

MYECFO, LLC

587.86K

Mar 31, 26

-10.90K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

587.60K

Mar 31, 26

+54.03K

0.02%

Zhang Financial LLC

582.57K

Mar 31, 26

+64.05K

0.02%

Adviser Investments LLC

577.18K

Mar 31, 26

+4.74K

0.02%

Brand Asset Management Group, Inc.

574.09K

Mar 31, 26

+15.72K

0.02%

Seneca Financial Advisors LLC

572.83K

Mar 31, 26

-51.63K

0.02%

Kestra Advisory Services, LLC

571.79K

Mar 31, 26

+35.50K

0.02%

POWER WEALTH MANAGEMENT LLC

570.60K

Mar 31, 26

+11.22K

0.02%

Brightwater Advisory LLC

563.03K

Mar 31, 26

+16.99K

0.02%

Sightline Wealth Advisors, LLC

560.32K

Mar 31, 26

-1.82K

0.02%

Bell Investment Advisors, Inc

558.28K

Mar 31, 26

-12.96K

0.02%

Holistic Financial Partners

558.09K

Mar 31, 26

+4.68K

0.02%

TPG Advisors LLC

552.15K

Mar 31, 26

+5.19K

0.02%

Nicholas Hoffman & Company, LLC.

547.08K

Mar 31, 26

+13.91K

0.02%

Chicago Partners Investment Group LLC

535.88K

Mar 31, 26

+54.79K

0.02%

Bank of New York Mellon Corp

525.59K

Mar 31, 26

+81.75K

0.02%

Creekside Partners

523.76K

Mar 31, 26

-24.25K

0.02%

Leeward Financial Partners, LLC

521.67K

Mar 31, 26

-12.73K

0.02%

Signet Investment Advisory Group, Inc.

518.64K

Mar 31, 26

-6.81K

0.02%

OPPENHEIMER & CO INC

515.96K

Mar 31, 26

+47.71K

0.02%

Investment Planning Advisors, Inc.

514.29K

Mar 31, 26

+195.80K

0.02%

Vista Private Wealth Partners. LLC

511.01K

Mar 31, 26

-299.87K

0.02%

Elwood & Goetz Wealth Advisory Group, LLC

510.70K

Mar 31, 26

+58.92K

0.02%

White & Co Financial Planning Inc

510.67K

Mar 31, 26

-12.35K

0.02%

Fort Vancouver Investment Management, LLC

509.43K

Mar 31, 26

+12.21K

0.02%

Vivaldi Capital Management LP

506.33K

Mar 31, 26

+3.27K

0.02%

Gleason Group, Inc.

503.83K

Mar 31, 26

+252

0.02%

Resources Investment Advisors, LLC.

502.96K

Mar 31, 26

-4.23K

0.02%

Focus Financial Network, Inc.

492.47K

Mar 31, 26

+14.51K

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

490.81K

Mar 31, 26

-17.00K

0.02%

Christensen, King & Associates Investment Services, Inc.

487.59K

Mar 31, 26

-148

0.02%

Roberts Wealth Advisors, LLC

478.56K

Mar 31, 26

+34.50K

0.02%

Seros Financial, LLC

470.59K

Mar 31, 26

-4.47K

0.02%

Capital Advantage, Inc.

469.28K

Mar 31, 26

+34.15K

0.02%

Arkadios Wealth Advisors

466.25K

Mar 31, 26

+170.96K

0.02%

Compass Advisory Group LLC

464.20K

Mar 31, 26

+56.32K

0.02%

Merit Financial Group, LLC

462.13K

Mar 31, 26

+172.28K

0.02%

SigFig Wealth Management, LLC

458.51K

Mar 31, 26

-6.00K

0.02%

Brady Martz Wealth Solutions, LLC

457.00K

Mar 31, 26

-229.40K

0.02%

IMA Wealth, Inc.

452.21K

Mar 31, 26

+31.53K

0.02%

Baird Financial Group, Inc.

449.15K

Mar 31, 26

+16.40K

0.02%

MGO ONE SEVEN LLC

447.37K

Mar 31, 26

-11.95K

0.02%

CONQUIS FINANCIAL LLC

446.21K

Mar 31, 26

+5.99K

0.02%

Jacobsen Capital Management

443.92K

Mar 31, 26

-38.28K

0.02%

Fairway Financial, LLC

435.82K

Mar 31, 26

-24.08K

0.02%

Gradient Capital Advisors, LLC

435.15K

Mar 31, 26

-13.20K

0.02%

Vision Capital Management, Inc.

433.86K

Mar 31, 26

-5.25K

0.02%

HILL ISLAND FINANCIAL LLC

430.96K

Mar 31, 26

-15.30K

0.02%

Capital Investment Counsel, LLC

428.89K

Mar 31, 26

+13.53K

0.02%

Summit Financial, LLC

427.74K

Mar 31, 26

+69.06K

0.02%

CHILTON CAPITAL MANAGEMENT LLC

419.55K

Mar 31, 26

+110.30K

0.02%

Ashton Thomas Private Wealth, LLC

413.68K

Mar 31, 26

+133.14K

0.02%

Dynamic Advisor Solutions LLC

409.29K

Mar 31, 26

+38.46K

0.02%

Chesapeake Wealth Management

402.90K

Mar 31, 26

+3.29K

0.02%

Roble, Belko & Company, Inc

400.44K

Mar 31, 26

-75.77K

0.02%

FAGAN ASSOCIATES, INC.

398.56K

Mar 31, 26

+350.61K

0.02%

CX Institutional

394.70K

Mar 31, 26

-564

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

391.47K

Mar 31, 26

+3.58K

0.02%

SGL Investment Advisors, Inc.

390.61K

Mar 31, 26

+309.50K

0.02%

Sage Financial Management Group, Inc.

389.14K

Mar 31, 26

-300

0.02%

Russell Investments Group, Ltd.

387.28K

Mar 31, 26

+8.85K

0.02%

Barden Capital Management, Inc.

386.87K

Mar 31, 26

+7.42K

0.02%

Sequoia Financial Advisors, LLC

385.68K

Mar 31, 26

+1.46K

0.02%

Kovack Advisors, Inc.

383.89K

Mar 31, 26

-21.91K

0.02%

James J. Burns & Company, LLC

381.29K

Mar 31, 26

-11.96K

0.02%

Mill Creek Capital Advisors, LLC

378.51K

Mar 31, 26

0.02%

Kelman-Lazarov, Inc.

375.68K

Mar 31, 26

-22.92K

0.02%

Athena Investment Management

374.61K

Mar 31, 26

+155

0.02%

Bogart Wealth, LLC

369.91K

Mar 31, 26

-14.90K

0.02%

BAILARD, INC.

368.37K

Mar 31, 26

+669

0.02%

Thrive Wealth Management, LLC

366.83K

Mar 31, 26

+2.19K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

366.07K

Mar 31, 26

-4.01K

0.02%

Parallel Advisors, LLC

365.53K

Mar 31, 26

+23.43K

0.02%

Stratos Wealth Advisors, LLC

363.25K

Mar 31, 26

+7.69K

0.02%

Winthrop Capital Management, LLC

363.19K

Mar 31, 26

+9.03K

0.02%

GILL CAPITAL PARTNERS, LLC

362.18K

Mar 31, 26

+8.01K

0.02%

Triad Wealth Partners, LLC

358.86K

Mar 31, 26

+90.77K

0.01%

Legacy Private Trust Co.

355.48K

Mar 31, 26

-2.17K

0.01%

St. Clair Advisors, LLC

355.24K

Mar 31, 26

+355.24K

0.01%

CRA Financial Services, LLC

352.44K

Mar 31, 26

+14.19K

0.01%

Kohmann Bosshard Financial Services, LLC

351.77K

Mar 31, 26

+1.87K

0.01%

First National Bank of Mount Dora, Trust Investment Services

349.21K

Mar 31, 26

-76.49K

0.01%

Firestone Capital Management

348.04K

Mar 31, 26

+1.32K

0.01%

Allworth Financial LP

346.13K

Mar 31, 26

-503

0.01%

JFS WEALTH ADVISORS, LLC

344.00K

Mar 31, 26

-2.29K

0.01%

Newman Dignan & Sheerar, Inc.

343.47K

Mar 31, 26

+5.54K

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

342.72K

Mar 31, 26

+26.30K

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

340.47K

Mar 31, 26

+51.70K

0.01%

Trinity Financial Advisors LLC

340.10K

Mar 31, 26

-31.20K

0.01%

Davis Capital Management

337.64K

Mar 31, 26

+16.81K

0.01%

Advisory Services Network, LLC

336.91K

Mar 31, 26

+72.45K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

336.47K

Mar 31, 26

-6.46K

0.01%

Kathmere Capital Management, LLC

336.42K

Mar 31, 26

-6.78K

0.01%

Wealth Architects, LLC

334.16K

Mar 31, 26

-926

0.01%

MA Private Wealth

334.13K

Mar 31, 26

-15.24K

0.01%

FFT WEALTH MANAGEMENT LLC

332.06K

Mar 31, 26

-188

0.01%

BOK Financial Private Wealth, Inc.

329.87K

Mar 31, 26

-229

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

328.15K

Mar 31, 26

+206.60K

0.01%

ALLIANCEBERNSTEIN L.P.

327.56K

Mar 31, 26

-15.85K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

322.60K

Mar 31, 26

-7.51K

0.01%

Facet Wealth, Inc.

320.64K

Mar 31, 26

+60.37K

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

319.14K

Mar 31, 26

-7.32K

0.01%

Clearstead Advisors, LLC

313.19K

Mar 31, 26

+52.53K

0.01%

Sound View Wealth Advisors Group, LLC

311.25K

Mar 31, 26

+7.82K

0.01%

Paradigm, Strategies in Wealth Management, LLC

310.23K

Mar 31, 26

-8.76K

0.01%

BCK Partners, Inc.

305.67K

Mar 31, 26

-6.11K

0.01%

Stonekeep Investments, LLC

305.55K

Mar 31, 26

+4.94K

0.01%

Leverty Financial Group, LLC

302.30K

Mar 31, 26

+4.89K

0.01%

Weinberger Asset Management, Inc

300.35K

Mar 31, 26

-12.66K

0.01%

GENESIS PRIVATE WEALTH, LLC

292.80K

Mar 31, 26

+710

0.01%

Phil A. Younker & Associates, Ltd.

291.21K

Mar 31, 26

+56.58K

0.01%

HENGEHOLD CAPITAL MANAGEMENT LLC

290.41K

Mar 31, 26

+7.08K

0.01%

Retirement Planning Group

287.95K

Mar 31, 26

-6.28K

0.01%

Vise Technologies, Inc.

285.72K

Mar 31, 26

0.01%

GRIMES & COMPANY, INC.

285.38K

Mar 31, 26

-11.96K

0.01%

AA Financial Advisors, LLC

283.65K

Mar 31, 26

-1.22K

0.01%

Integrated Wealth Concepts LLC

282.13K

Mar 31, 26

+76.04K

0.01%

Modera Wealth Management, LLC

281.54K

Mar 31, 26

-11.14K

0.01%

Tudor Financial Inc.

280.13K

Mar 31, 26

+786

0.01%

Private Advisor Group, LLC

277.73K

Mar 31, 26

+27.95K

0.01%

BANK OF MONTREAL /CAN/

276.18K

Mar 31, 26

-1.36K

0.01%

McKinley Carter Wealth Services, Inc.

273.34K

Mar 31, 26

-21.06K

0.01%

Fortis Capital Management LLC

272.64K

Mar 31, 26

+25.95K

0.01%

Heirloom Wealth Management

271.82K

Mar 31, 26

+271.82K

0.01%

L.K. Benson & Company, P.C.

270.86K

Mar 31, 26

-1.91K

0.01%

GSB Wealth Management, LLC

269.93K

Mar 31, 26

+107.08K

0.01%

Redhawk Wealth Advisors, Inc.

268.05K

Mar 31, 26

-80.72K

0.01%

Hurley Capital, LLC

267.93K

Mar 31, 26

+32.69K

0.01%

Rialto Wealth Management, LLC

267.36K

Mar 31, 26

-1.63K

0.01%

Rockbridge Investment Management, LCC

263.38K

Mar 31, 26

-2.64K

0.01%

Berger Financial Group, Inc

260.66K

Mar 31, 26

+4.89K

0.01%

SVB WEALTH LLC

260.07K

Mar 31, 26

-23.80K

0.01%

Bond & Devick Financial Network, Inc.

259.39K

Mar 31, 26

-2.99K

0.01%

Armbruster Capital Management, Inc.

258.75K

Mar 31, 26

-1.50K

0.01%

WARNER FINANCIAL, INC

258.33K

Mar 31, 26

+6.66K

0.01%

Milestone Investment Advisors LLC

256.11K

Mar 31, 26

+18.95K

0.01%

HORAN Wealth, LLC

255.68K

Mar 31, 26

+126.66K

0.01%

Texas Yale Capital Corp.

249.68K

Mar 31, 26

+7.28K

0.01%

Allen Capital Group, LLC

248.15K

Mar 31, 26

+13.08K

0.01%

JPL Wealth Management, LLC

247.69K

Mar 31, 26

-4.15K

0.01%

Alpha Omega Wealth Management LLC

244.19K

Mar 31, 26

+2.80K

0.01%

Blueprint Investment Partners LLC

242.24K

Mar 31, 26

-31.33K

0.01%

Blueprint Financial Advisors LLC

240.95K

Mar 31, 26

-32.81K

0.01%

Koshinski Asset Management, Inc.

239.57K

Mar 31, 26

+30.41K

0.01%

Destination Wealth Management

239.38K

Mar 31, 26

-9.38K

0.01%

Schwallier Wealth Management LLC

239.31K

Mar 31, 26

-18.77K

0.01%

Seek First Inc.

237.75K

Mar 31, 26

+5.05K

0.01%

Grant Street Asset Management, Inc.

236.08K

Mar 31, 26

+28.39K

0.01%

FIFTH THIRD BANCORP

235.88K

Mar 31, 26

+155.92K

0.01%

DAVIS R M INC

231.97K

Mar 31, 26

0.01%

Acropolis Investment Management, LLC

231.64K

Mar 31, 26

-997

0.01%

OneAscent Financial Services LLC

230.37K

Mar 31, 26

-19.38K

0.01%

Kerntke Otto McGlone Wealth Management Group

229.12K

Mar 31, 26

+44.18K

0.01%

Armor Investment Advisors, LLC

228.27K

Mar 31, 26

-21.98K

0.01%

Advisors Capital Management, LLC

228.24K

Mar 31, 26

-4.36K

0.01%

Valmark Advisers, Inc.

227.23K

Mar 31, 26

-191.14K

0.01%

Robbins Farley

225.37K

Mar 31, 26

+127.39K

0.01%

Tradewinds Capital Management, LLC

224.60K

Mar 31, 26

+18.13K

0.01%

STEVENS CAPITAL PARTNERS

224.37K

Mar 31, 26

+93.50K

0.01%

Leisure Capital Management

222.48K

Mar 31, 26

-32.63K

0.01%

Orcam Financial Group

218.11K

Mar 31, 26

-8.78K

0.01%

WT Wealth Management

212.69K

Mar 31, 26

-5.72K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

212.58K

Mar 31, 26

+55.26K

0.01%

Breakwater Investment Management

212.43K

Mar 31, 26

-3.79K

0.01%

Upper Left Wealth Management, LLC

212.07K

Mar 31, 26

-2.90K

0.01%

Waterford Advisors, LLC

211.23K

Mar 31, 26

-882

0.01%

Five Oceans Advisors

209.37K

Mar 31, 26

-21

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

207.13K

Mar 31, 26

-73.22K

0.01%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

205.38K

Mar 31, 26

-1.89K

0.01%

Capital Analysts, LLC

202.64K

Mar 31, 26

+58.94K

0.01%

Madison Wealth Partners, Inc

201.97K

Mar 31, 26

+7.60K

0.01%

CGN Advisors LLC

201.82K

Mar 31, 26

-10.52K

0.01%

Tenret Co LLC

200.23K

Mar 31, 26

-30.63K

0.01%

Apollon Wealth Management, LLC

199.63K

Mar 31, 26

+15.61K

0.01%

Friday Financial

199.23K

Mar 31, 26

+8.85K

0.01%

Summit Financial Strategies, Inc.

199.17K

Mar 31, 26

-25.51K

0.01%

Cherry Tree Wealth Management, LLC

198.67K

Mar 31, 26

+541

0.01%

Valeo Financial Advisors, LLC

197.87K

Mar 31, 26

+184

0.01%

SWS Partners

197.28K

Mar 31, 26

-11.33K

0.01%

Elm Partners Management LLC

197.28K

Mar 31, 26

+33.63K

0.01%

Foster Group, Inc.

197.26K

Mar 31, 26

+10.63K

0.01%

Independent Solutions Wealth Management, LLC

195.52K

Mar 31, 26

-4.64K

0.01%

RHS Financial, LLC

194.73K

Mar 31, 26

-5.34K

0.01%

CVA Family Office, LLC

194.44K

Mar 31, 26

+5.73K

0.01%

Cooper Financial Group

194.37K

Mar 31, 26

+194.37K

0.01%

Diversified Enterprises, LLC

193.86K

Mar 31, 26

+4.47K

0.01%

Tempus Wealth Planning, LLC

193.78K

Mar 31, 26

-205

0.01%

BLAIR WILLIAM & CO/IL

193.51K

Mar 31, 26

+18.36K

0.01%

Curtis Advisory Group, LLC

191.61K

Mar 31, 26

-6.47K

0.01%

Mutual Advisors, LLC

191.38K

Mar 31, 26

-543

0.01%

Bishop & Co Investment Management, LLC

191.33K

Mar 31, 26

-45.36K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

190.82K

Mar 31, 26

-39

0.01%

MONEYWISE, INC.

190.34K

Mar 31, 26

+67.30K

0.01%

Shared Vision Wealth Group LLC

189.11K

Mar 31, 26

+60.76K

0.01%

CAHILL FINANCIAL ADVISORS INC

188.94K

Mar 31, 26

-3.40K

0.01%

IFP Advisors, Inc

188.24K

Mar 31, 26

+2.19K

0.01%

LifePlan Investment Advisors, Inc.

186.20K

Mar 31, 26

-8.95K

0.01%

AdvisorNet Financial, Inc

185.71K

Mar 31, 26

+583

0.01%

OLD NATIONAL BANCORP /IN/

185.12K

Mar 31, 26

-50

0.01%

Uptown Financial Advisors LLC

185.05K

Mar 31, 26

+26.04K

0.01%

Windsor Advisory Group, LLC

183.63K

Mar 31, 26

+183.63K

0.01%

CAP Partners, LLC

182.47K

Mar 31, 26

+17.84K

0.01%

Independent Advisor Alliance

182.24K

Mar 31, 26

+113.35K

0.01%

LVW Advisors, LLC

181.47K

Mar 31, 26

-4.66K

0.01%

SEEDS INVESTOR LLC

181.38K

Mar 31, 26

+181.38K

0.01%

Ancora Advisors, LLC

179.58K

Mar 31, 26

-1.14K

0.01%

Argent Trust Co

179.33K

Mar 31, 26

+1.11K

0.01%

Carnegie Capital Asset Management, LLC

177.76K

Mar 31, 26

-36

0.01%

Avalon Advisory Group

177.65K

Mar 31, 26

0.01%

NORTHERN TRUST CORP

176.73K

Mar 31, 26

+29.98K

0.01%

Enclave Advisors LLC

176.44K

Mar 31, 26

+60.96K

0.01%

Clearwater Capital Advisors, LLC

176.06K

Mar 31, 26

+3.91K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

175.33K

Mar 31, 26

+606

0.01%

Blackhawk Capital Partners LLC.

174.22K

Mar 31, 26

+3.46K

0.01%

Sollinda Capital Management LLC

172.99K

Mar 31, 26

+14.35K

0.01%

Beacon Wealthcare LLC

172.03K

Mar 31, 26

-24.14K

0.01%

Spectrum Asset Management, Inc. (NB/CA)

169.54K

Mar 31, 26

-61.44K

0.01%

Attessa Capital LLC

168.97K

Mar 31, 26

-9.31K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

167.92K

Mar 31, 26

+23.65K

0.01%

Foundations Investment Advisors, LLC

167.62K

Mar 31, 26

+14.25K

0.01%

IEQ CAPITAL, LLC

167.61K

Mar 31, 26

-10.63K

0.01%

RFG Advisory, LLC

167.50K

Mar 31, 26

-8.91K

0.01%

AIRE ADVISORS, LLC

165.11K

Mar 31, 26

-266

0.01%

Peak Financial Management, Inc.

164.51K

Mar 31, 26

-1.97K

0.01%

DHJJ Financial Advisors, Ltd.

163.98K

Mar 31, 26

+2.68K

0.01%

WOODMONT INVESTMENT COUNSEL LLC

162.62K

Mar 31, 26

0.01%

VALICENTI ADVISORY SERVICES INC

160.49K

Mar 31, 26

-401.96K

0.01%

SHEETS SMITH WEALTH MANAGEMENT

160.10K

Mar 31, 26

+5.65K

0.01%

Aptus Capital Advisors, LLC

160.08K

Mar 31, 26

-90

0.01%

Leo H. Evart, Inc.

160.06K

Mar 31, 26

+160.06K

0.01%

Plum Street Advisors, LLC

159.37K

Mar 31, 26

-1.17K

0.01%

TRUIST FINANCIAL CORP

158.25K

Mar 31, 26

+14.93K

0.01%

North Forty Two & Co.

157.65K

Mar 31, 26

+10.09K

0.01%

Global Strategic Investment Solutions, LLC

157.64K

Mar 31, 26

-13.27K

0.01%

Csenge Advisory Group

157.15K

Mar 31, 26

+6.77K

0.01%

Veridan Wealth LLC

155.91K

Mar 31, 26

+3.66K

0.01%

Smartleaf Asset Management LLC

155.33K

Mar 31, 26

+53.49K

0.01%

Mascagni Wealth Management, Inc.

155.04K

Mar 31, 26

+85.63K

0.01%

CONDOR CAPITAL MANAGEMENT

154.59K

Mar 31, 26

-2.44K

0.01%

Blossom Wealth Management

153.47K

Mar 31, 26

+50.02K

0.01%

Cape Investment Advisory, Inc.

152.97K

Mar 31, 26

+1.14K

0.01%

GARRISON POINT ADVISORS, LLC

151.72K

Mar 31, 26

+10.52K

0.01%

QUADRANT CAPITAL GROUP LLC

151.43K

Mar 31, 26

-1.37K

0.01%

Private Advisory Group LLC

151.18K

Mar 31, 26

+151.18K

0.01%

ALTFEST L J & CO INC

150.82K

Mar 31, 26

+2.75K

0.01%

Concurrent Investment Advisors, LLC

150.07K

Mar 31, 26

+34.61K

0.01%

SeaCrest Wealth Management, LLC

147.76K

Mar 31, 26

-2.39K

0.01%

Family Legacy Financial Solutions, LLC

146.85K

Mar 31, 26

+35.03K

0.01%

Port Capital LLC

146.69K

Mar 31, 26

-200

0.01%

HARBOUR INVESTMENTS, INC.

146.67K

Mar 31, 26

+21.38K

0.01%

Pioneer Wealth Management Group

146.39K

Mar 31, 26

-1.12K

0.01%

Seaside Wealth Management, Inc.

146.06K

Mar 31, 26

-145

0.01%

SALEM INVESTMENT COUNSELORS INC

144.23K

Mar 31, 26

+7.24K

0.01%

Cannon Wealth Management Services, LLC

144.03K

Mar 31, 26

+26.98K

0.01%

Brinker Capital Investments, LLC

140.66K

Mar 31, 26

-26.51K

0.01%

SIGNATUREFD, LLC

140.49K

Mar 31, 26

-4.19K

0.01%

Caprock Group, LLC

139.74K

Mar 31, 26

-1.83K

0.01%

Pure Financial Advisors, LLC

138.96K

Mar 31, 26

-14.59K

0.01%

Tortoise Investment Management, LLC

138.96K

Mar 31, 26

-44

0.01%

Stokes Family Office, LLC

137.85K

Mar 31, 26

-644.14K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

135.41K

Mar 31, 26

-95.78K

0.01%

Integrated Advisors Network LLC

131.33K

Mar 31, 26

-5.56K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

129.82K

Mar 31, 26

+15.54K

0.01%

Strategic Financial Concepts, LLC

129.35K

Mar 31, 26

+129.35K

0.01%

NWAM LLC

128.82K

Mar 31, 26

-40.39K

0.01%

Evensky & Katz LLC

127.95K

Mar 31, 26

-6.73K

0.01%

Per Stirling Capital Management, LLC.

126.77K

Mar 31, 26

+7.69K

0.01%

Freestone Capital Holdings, LLC

125.61K

Mar 31, 26

-5.02K

0.01%

Apex Wealth Management, LLC

124.10K

Mar 31, 26

+124.10K

0.01%

FIRST NATIONAL BANK OF OMAHA

123.83K

Mar 31, 26

-4.73K

0.01%

D.B. Root & Company, LLC

123.61K

Mar 31, 26

+1.11K

0.01%

Embree Financial Group

123.61K

Mar 31, 26

+3.69K

0.01%

MADDEN SECURITIES Corp

122.97K

Mar 31, 26

-1.56K

0.01%

Sand Hill Global Advisors, LLC

122.75K

Mar 31, 26

-3.50K

0.01%

CHAPMAN FINANCIAL GROUP, LLC

122.33K

Mar 31, 26

-230

0.01%

MOTIVE WEALTH ADVISORS

121.03K

Mar 31, 26

-2.27K

0.01%

Nelson Capital Management, LLC

120.96K

Mar 31, 26

-3.07K

0.01%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

120.13K

Mar 31, 26

-660

0.00%

Schneider Downs Wealth Management Advisors, LP

120.08K

Mar 31, 26

-528

0.00%

Arcataur Capital Management LLC

118.82K

Mar 31, 26

-1.51K

0.00%

ProVise Management Group, LLC

118.64K

Mar 31, 26

-886

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

116.91K

Mar 31, 26

-1.36K

0.00%

Fortune 45 LLC

116.70K

Mar 31, 26

+116.70K

0.00%

Moisand Fitzgerald Tamayo, LLC

115.01K

Mar 31, 26

-6.55K

0.00%

MBE Wealth Management, LLC

114.70K

Mar 31, 26

-1.28K

0.00%

Revisor Wealth Management LLC

114.52K

Mar 31, 26

-2.07K

0.00%

Long Island Wealth Management, Inc.

114.50K

Mar 31, 26

+7.24K

0.00%

XY Planning Network, Inc.

113.86K

Mar 31, 26

+8.74K

0.00%

NFP Retirement, Inc.

113.69K

Mar 31, 26

+5.95K

0.00%

Whitcomb & Hess, Inc.

113.48K

Mar 31, 26

+2.05K

0.00%

Wrenne Financial Planning LLC

112.81K

Mar 31, 26

+408

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

112.70K

Mar 31, 26

+7.51K

0.00%

1900 WEALTH MANAGEMENT LLC

110.44K

Mar 31, 26

0.00%

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

109.77K

Mar 31, 26

-78.22K

0.00%

NBT BANK N A /NY

109.33K

Mar 31, 26

-81.72K

0.00%

Marquette Asset Management, LLC

109.29K

Mar 31, 26

-352

0.00%

Stewardship Advisors, LLC

108.87K

Mar 31, 26

+9.45K

0.00%

Accent Capital Management, LLC

108.64K

Mar 31, 26

+108.64K

0.00%

EVOKE WEALTH, LLC

107.41K

Mar 31, 26

+21.09K

0.00%

VERITY Wealth Advisors

106.77K

Mar 31, 26

0.00%

CERTUITY, LLC

106.49K

Mar 31, 26

0.00%

Aspiring Ventures, LLC

106.23K

Mar 31, 26

-4.82K

0.00%

American Financial Advisors, LLC

105.20K

Mar 31, 26

+186

0.00%

Global Financial Private Client, LLC

104.75K

Mar 31, 26

-698

0.00%

PFG Advisors

104.73K

Mar 31, 26

+393

0.00%

Diversified Trust Co

104.60K

Mar 31, 26

+26.95K

0.00%

St. Louis Trust Co

104.31K

Mar 31, 26

0.00%

Omega Financial Group, LLC

103.64K

Mar 31, 26

-2.15K

0.00%

Roundview Capital LLC

102.11K

Mar 31, 26

+351

0.00%

LYELL WEALTH MANAGEMENT, LP

101.98K

Mar 31, 26

+45.37K

0.00%

CoreCap Advisors, LLC

101.94K

Mar 31, 26

+32.06K

0.00%

Brookstone Capital Management

101.62K

Mar 31, 26

+30.97K

0.00%

Murphy & Mullick Capital Management Corp

101.40K

Mar 31, 26

-194

0.00%

HOWARD FINANCIAL SERVICES, LTD.

101.05K

Mar 31, 26

-662

0.00%

Catalytic Wealth RIA, LLC

100.84K

Mar 31, 26

+39.25K

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

100.84K

Mar 31, 26

+100.84K

0.00%

Diversified Portfolios, Inc.

100.28K

Mar 31, 26

+11.34K

0.00%

Red Door Wealth Management, LLC

99.51K

Mar 31, 26

+4.04K

0.00%

Beacon Bridge Wealth Partners, LLC

99.03K

Mar 31, 26

+6.90K

0.00%

NESTEGG ADVISORS, INC.

98.77K

Mar 31, 26

+12.21K

0.00%

VANGUARD ADVISERS INC

98.25K

Mar 31, 26

+98.25K

0.00%

Johnson Bixby & Associates, LLC

96.53K

Mar 31, 26

-6.22K

0.00%

BSW Wealth Partners

95.60K

Mar 31, 26

-10.72K

0.00%

Cambridge Advisors Inc.

94.75K

Mar 31, 26

-123

0.00%

ARCADIA INVESTMENT ADVISORS LLC

93.97K

Mar 31, 26

-1.88K

0.00%

Wilkins Miller Wealth Management, LLC

93.92K

Mar 31, 26

+1.96K

0.00%

WEST PACES ADVISORS INC.

93.92K

Mar 31, 26

-661

0.00%

Simplicity Wealth,LLC

93.47K

Mar 31, 26

-27.55K

0.00%

COMMERCE BANK

92.18K

Mar 31, 26

+34.89K

0.00%

Intelligence Driven Advisers, LLC

91.85K

Mar 31, 26

-124.28K

0.00%

Elser Financial Planning, Inc

91.19K

Mar 31, 26

-2.11K

0.00%

Tactive Advisors, LLC

90.97K

Mar 31, 26

-4.41K

0.00%

NorthRock Partners, LLC

90.91K

Mar 31, 26

+11.23K

0.00%

Kearns & Associates LLC

90.28K

Mar 31, 26

+2.27K

0.00%

Skopos Labs, Inc.

90.13K

Mar 31, 26

+43.56K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

89.53K

Mar 31, 26

+10.12K

0.00%

Affinity Capital Advisors, LLC

89.37K

Mar 31, 26

+2.03K

0.00%

True North Advisors, LLC

89.19K

Mar 31, 26

-4.22K

0.00%

RESTON WEALTH MANAGEMENT LLC

87.83K

Mar 31, 26

-337.18K

0.00%

Y-Intercept (Hong Kong) Ltd

87.66K

Mar 31, 26

+45.02K

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

86.76K

Mar 31, 26

+3.43K

0.00%

AWM CAPITAL, LLC

85.85K

Mar 31, 26

0.00%

Kingsview Wealth Management, LLC

85.60K

Mar 31, 26

+452

0.00%

FIDUCIARY TRUST CO

84.80K

Mar 31, 26

-7.01K

0.00%

NICOLET BANKSHARES INC

84.62K

Mar 31, 26

+71.04K

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

84.35K

Mar 31, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

84.31K

Mar 31, 26

+1.30K

0.00%

Sigma Planning Corp

84.21K

Mar 31, 26

+25.57K

0.00%

Steward Partners Investment Advisory, LLC

84.17K

Mar 31, 26

+3.54K

0.00%

Warwick Investment Management, Inc.

82.91K

Mar 31, 26

-463

0.00%

Beacon Capital Management, LLC

82.20K

Mar 31, 26

+44.91K

0.00%

Passive Capital Management, LLC.

82.14K

Mar 31, 26

-264

0.00%

TD PRIVATE CLIENT WEALTH LLC

81.90K

Mar 31, 26

+69.89K

0.00%

CITADEL ADVISORS LLC

81.48K

Mar 31, 26

-1.33M

0.00%

Alaska Wealth Advisors

81.31K

Mar 31, 26

+10.98K

0.00%

Frank, Rimerman Advisors LLC

81.06K

Mar 31, 26

+81.06K

0.00%

Dorsey & Whitney Trust CO LLC

80.88K

Mar 31, 26

+9.47K

0.00%

Janney Montgomery Scott LLC

80.58K

Mar 31, 26

+165

0.00%

Rossby Financial, LCC

80.11K

Mar 31, 26

+41.17K

0.00%

Pflug Koory, LLC

79.77K

Mar 31, 26

+18.38K

0.00%

Axos Invest Inc.

79.51K

Mar 31, 26

-26.50K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

79.35K

Mar 31, 26

+2.11K

0.00%

Aegis Wealth Management LLC

78.30K

Mar 31, 26

-2.00K

0.00%

Owen LaRue, LLC

78.15K

Mar 31, 26

-608

0.00%

HC Advisors, LLC

77.84K

Mar 31, 26

-1.63K

0.00%

OAK FAMILY ADVISORS, LLC

77.73K

Mar 31, 26

+50

0.00%

Strategic Family Wealth Counselors, L.L.C.

77.35K

Mar 31, 26

-201

0.00%

FIFTH THIRD SECURITIES, INC.

76.60K

Mar 31, 26

-4.07K

0.00%

Carrera Capital Advisors

76.09K

Mar 31, 26

-1.87K

0.00%

FF Advisors,LLC

75.97K

Mar 31, 26

+18.67K

0.00%

AMI INVESTMENT MANAGEMENT INC

75.80K

Mar 31, 26

-4.80K

0.00%

Mission Creek Capital Partners, Inc.

75.56K

Mar 31, 26

+47.70K

0.00%

SEI INVESTMENTS CO

75.55K

Mar 31, 26

+4.43K

0.00%

Aspen Investment Management Inc

75.06K

Mar 31, 26

-400

0.00%

Ironwood Wealth Management, LLC.

74.91K

Mar 31, 26

0.00%

Asset Dedication, LLC

74.59K

Mar 31, 26

+15.99K

0.00%

Capital Advisors, Ltd. LLC

73.83K

Mar 31, 26

0.00%

Pathstone Holdings, LLC

73.70K

Mar 31, 26

+12.90K

0.00%

May Hill Capital, LLC

73.60K

Mar 31, 26

-317

0.00%

Lee Financial Co

73.27K

Mar 31, 26

-312

0.00%

Cynosure Group, LLC

72.81K

Mar 31, 26

0.00%

Geometric Wealth Advisors

71.88K

Mar 31, 26

+25.40K

0.00%

FinDec Wealth Services, Inc.

71.55K

Mar 31, 26

-150

0.00%

Private Capital Management, LLC

70.73K

Mar 31, 26

-2.04K

0.00%

JAMES INVESTMENT RESEARCH INC

70.53K

Mar 31, 26

+8.21K

0.00%

Brickley Wealth Management

70.38K

Mar 31, 26

-4.01K

0.00%

Ameritas Investment Partners, Inc.

70.14K

Mar 31, 26

-840

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

69.73K

Mar 31, 26

+69.73K

0.00%

Apella Capital, LLC

69.69K

Mar 31, 26

+2.24K

0.00%

FIDUCIENT ADVISORS LLC

69.08K

Mar 31, 26

-310

0.00%

Abacus Planning Group, Inc.

68.60K

Mar 31, 26

+5.70K

0.00%

Koss-Olinger Consulting, LLC

68.41K

Mar 31, 26

-88

0.00%

Evanson Asset Management, LLC

68.27K

Mar 31, 26

-7.71K

0.00%

Ballentine Partners, LLC

67.34K

Mar 31, 26

+2.53K

0.00%

Fisher Asset Management, LLC

67.14K

Mar 31, 26

+34.82K

0.00%

Diversified Investment Strategies, LLC

66.75K

Mar 31, 26

-100

0.00%

BURKETT FINANCIAL SERVICES, LLC

66.46K

Mar 31, 26

-9.01K

0.00%

One Capital Management, LLC

66.42K

Mar 31, 26

+6.55K

0.00%

Brio Consultants, LLC

66.26K

Mar 31, 26

-3.68K

0.00%

FAS Wealth Partners, Inc.

65.83K

Mar 31, 26

-6.45K

0.00%

GM Advisory Group, Inc.

65.06K

Mar 31, 26

+45.56K

0.00%

Great Waters Wealth Management

65.04K

Mar 31, 26

-4.61K

0.00%

Greenhouse Wealth Management, LLC

64.94K

Mar 31, 26

0.00%

TFO-TDC, LLC

63.82K

Mar 31, 26

0.00%

Planned Solutions, Inc.

63.76K

Mar 31, 26

+723

0.00%

PRINCIPAL SECURITIES, INC.

63.38K

Mar 31, 26

+3.42K

0.00%

BROWN ADVISORY INC

63.25K

Mar 31, 26

+1.68K

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

62.50K

Mar 31, 26

0.00%

Ausdal Financial Partners, Inc.

62.20K

Mar 31, 26

+21.64K

0.00%

Clark Asset Management, LLC

62.12K

Mar 31, 26

+519

0.00%

Steel Peak Wealth Management LLC

62.07K

Mar 31, 26

-2.20K

0.00%

Advyzon Investment Management, LLC

62.01K

Mar 31, 26

-319

0.00%

White Pine Investment CO

61.19K

Mar 31, 26

-1.59K

0.00%

Anchor Investment Management, LLC

61.12K

Mar 31, 26

+56

0.00%

Meridian Financial, LLC

61.12K

Mar 31, 26

+8.14K

0.00%

Westmount Partners, LLC

60.80K

Mar 31, 26

+386

0.00%

Envestnet Portfolio Solutions, Inc.

60.52K

Mar 31, 26

+57

0.00%

FDx Advisors, Inc.

60.45K

Mar 31, 26

-1.49K

0.00%

Claro Advisors LLC

60.27K

Mar 31, 26

+31.65K

0.00%

Continuum Advisory, LLC

59.41K

Mar 31, 26

-27

0.00%

Investment Advisory Group, LLC

59.07K

Mar 31, 26

+21.46K

0.00%

Equitable Holdings, Inc.

58.94K

Mar 31, 26

+14.20K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

58.80K

Mar 31, 26

+438

0.00%

EVERMAY WEALTH MANAGEMENT LLC

58.10K

Mar 31, 26

-5.21K

0.00%

Keel Point, LLC

57.44K

Mar 31, 26

-419

0.00%

Abound Wealth Management

57.42K

Mar 31, 26

+1.06K

0.00%

Wealthcare Advisory Partners LLC

56.81K

Mar 31, 26

-1.75K

0.00%

Rossmore Private Capital

56.09K

Mar 31, 26

0.00%

Stratos Wealth Partners, LTD.

55.78K

Mar 31, 26

+24.99K

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

55.74K

Mar 31, 26

+400

0.00%

Coastwise Capital Group, LLC

55.70K

Mar 31, 26

+957

0.00%

United Advisor Group, LLC

55.23K

Mar 31, 26

+13.24K

0.00%

Smallwood Wealth Investment Management, LLC

55.08K

Mar 31, 26

-160

0.00%

Heartwood Wealth Advisors LLC

55.02K

Mar 31, 26

-1.69K

0.00%

RITHOLTZ WEALTH MANAGEMENT

54.76K

Mar 31, 26

+3.55K

0.00%

Sunburst Financial Group, LLC

54.60K

Mar 31, 26

-1.83K

0.00%

VICTORY FINANCIAL GROUP, LLC

54.26K

Mar 31, 26

+7.00K

0.00%

Baer Investment Advisory LLC

54.26K

Mar 31, 26

+54.26K

0.00%

Badgley Phelps Wealth Managers, LLC

54.01K

Mar 31, 26

+13.00K

0.00%

Capital Investment Advisors, LLC

53.67K

Mar 31, 26

+2.69K

0.00%

Trek Financial, LLC

53.64K

Mar 31, 26

+42.32K

0.00%

Victrix Investment Advisors

53.45K

Mar 31, 26

-3.56K

0.00%

VERUS WEALTH MANAGEMENT, LLC

53.42K

Mar 31, 26

-80

0.00%

ARKANSAS FINANCIAL GROUP, INC.

53.26K

Mar 31, 26

+16.17K

0.00%

Lewis Asset Management, LLC

52.88K

Mar 31, 26

+7.39K

0.00%

Fonville Wealth Management LLC

52.80K

Mar 31, 26

+1.03K

0.00%

U.S. Capital Wealth Advisors, LLC

52.41K

Mar 31, 26

+41.37K

0.00%

Vermillion Wealth Management, Inc.

52.32K

Mar 31, 26

+1.91K

0.00%

Brucke Financial, Inc.

52.13K

Mar 31, 26

+17.09K

0.00%

American Investment Services, Inc.

51.95K

Mar 31, 26

0.00%

Traction Financial Partners, LLC

51.83K

Mar 31, 26

-4.22K

0.00%

Blue Zone Wealth Advisors, LLC

51.58K

Mar 31, 26

-3.32K

0.00%

Wilson & Boucher Capital Management, LLC

51.44K

Mar 31, 26

+450

0.00%

Weaver Capital Management LLC

51.04K

Mar 31, 26

0.00%

Ignite Planners, LLC

50.90K

Mar 31, 26

+37.48K

0.00%

DV Trading LLC

50.80K

Mar 31, 26

-6.10K

0.00%

Citrine Capital LLC

50.77K

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

50.43K

Mar 31, 26

-1.54K

0.00%

Eagle Strategies LLC

50.27K

Mar 31, 26

+36.58K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

50.21K

Mar 31, 26

-1.51K

0.00%

Hardin Capital Partners, LLC

50.01K

Mar 31, 26

+2.57K

0.00%

Larson Financial Group LLC

49.96K

Mar 31, 26

-1.46K

0.00%

Successful Portfolios LLC

49.89K

Mar 31, 26

+4.54K

0.00%

COOPER/HAIMS ADVISORS, LLC

49.80K

Mar 31, 26

-2.66K

0.00%

Mayflower Financial Advisors, LLC

49.46K

Mar 31, 26

+10.93K

0.00%

Aspen Grove Capital, LLC

49.12K

Mar 31, 26

0.00%

NewEdge Wealth, LLC

49.11K

Mar 31, 26

+9.82K

0.00%

Root Financial Partners, LLC

48.78K

Mar 31, 26

-230

0.00%

OXFORD FINANCIAL GROUP LTD

48.61K

Mar 31, 26

0.00%

WATERSHED PRIVATE WEALTH LLC

48.56K

Mar 31, 26

-122

0.00%

Klingman & Associates, LLC

48.34K

Mar 31, 26

-1.10K

0.00%

Code Waechter LLC

48.28K

Mar 31, 26

-1.43K

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

48.19K

Mar 31, 26

-1.76K

0.00%

Wernau Asset Management Inc.

48.13K

Mar 31, 26

+1.58K

0.00%

Avant Financial Advisors LLC

48.08K

Mar 31, 26

+2.91K

0.00%

Laffer Tengler Investments

47.76K

Mar 31, 26

0.00%

Capital Group Private Client Services, Inc.

47.40K

Mar 31, 26

-1.66K

0.00%

PRIMORIS WEALTH ADVISORS, LLC

47.29K

Mar 31, 26

+4.42K

0.00%

Madden Advisory Services, Inc.

46.66K

Mar 31, 26

-2.54K

0.00%

DAVIDSON TRUST CO

46.37K

Mar 31, 26

+46.37K

0.00%

Quadcap Wealth Management, LLC

45.92K

Mar 31, 26

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

45.40K

Mar 31, 26

-3.24K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

45.00K

Mar 31, 26

+45.00K

0.00%

Clay Northam Wealth Management, LLC

44.23K

Mar 31, 26

-1.49K

0.00%

LTG Capital LLC

44.09K

Mar 31, 26

-98

0.00%

SUMMITRY LLC

44.05K

Mar 31, 26

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

43.19K

Mar 31, 26

-800

0.00%

CARDIFF PARK ADVISORS, LLC

43.09K

Mar 31, 26

+155

0.00%

Strategic Investment Solutions, Inc. /IL

42.86K

Mar 31, 26

-2.40K

0.00%

Ironwood Financial, llc

42.70K

Mar 31, 26

-28

0.00%

Valued Retirements, Inc.

42.67K

Mar 31, 26

-1.62K

0.00%

BFSG, LLC

42.62K

Mar 31, 26

-178

0.00%

Aprio Wealth Management, LLC

42.51K

Mar 31, 26

+42.51K

0.00%

Meeder Advisory Services, Inc.

42.29K

Mar 31, 26

-6.93K

0.00%

CreativeOne Wealth, LLC

42.09K

Mar 31, 26

+5.38K

0.00%

Coordinated Financial Services, Inc.

41.82K

Mar 31, 26

+1.16K

0.00%

Forum Financial Management, LP

41.73K

Mar 31, 26

-2.25K

0.00%

SevenBridge Financial Group, LLC

41.70K

Mar 31, 26

-267

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

41.60K

Mar 31, 26

-10.82K

0.00%

Lighthouse Wealth Management Inc.

41.48K

Mar 31, 26

+13.93K

0.00%

EverSource Wealth Advisors, LLC

41.43K

Mar 31, 26

-6.17K

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

41.31K

Mar 31, 26

+30.24K

0.00%

Mesirow Financial Investment Management, Inc.

41.31K

Mar 31, 26

+9.86K

0.00%

HOLDERNESS INVESTMENTS CO

41.16K

Mar 31, 26

+2.98K

0.00%

Rehmann Capital Advisory Group

41.15K

Mar 31, 26

-22.01K

0.00%

Fielder Capital Group LLC

40.96K

Mar 31, 26

0.00%

CFS Investment Advisory Services, LLC

40.93K

Mar 31, 26

-190

0.00%

Acorn Wealth Advisors, LLC

40.84K

Mar 31, 26

+12

0.00%

Greenline Partners, LLC

40.57K

Mar 31, 26

+197

0.00%

Spinnaker Investment Group, LLC

40.44K

Mar 31, 26

-9.92K

0.00%

Black Cypress Capital Management, LLC

40.09K

Mar 31, 26

+699

0.00%

Dakota Wealth Management

39.63K

Mar 31, 26

+1.57K

0.00%

M. Kulyk & Associates, LLC

39.49K

Mar 31, 26

+9.65K

0.00%

JDM Financial Group LLC

39.19K

Mar 31, 26

+24.35K

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

39.17K

Mar 31, 26

+4.23K

0.00%

CWA Asset Management Group, LLC

38.79K

Mar 31, 26

+1.91K

0.00%

FRANKLIN RESOURCES INC

38.79K

Mar 31, 26

-2.03K

0.00%

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

38.78K

Mar 31, 26

+980

0.00%

Princeton Global Asset Management LLC

38.75K

Mar 31, 26

0.00%

Fiduciary Alliance LLC

38.65K

Mar 31, 26

+38.65K

0.00%

FIRST MANHATTAN CO. LLC.

38.50K

Mar 31, 26

+17.25K

0.00%

NATIONAL BANK OF CANADA /FI/

38.38K

Mar 31, 26

+14.96K

0.00%

Total Clarity Wealth Management, Inc.

38.29K

Mar 31, 26

+2.85K

0.00%

RCS Financial Planning, LLC

37.98K

Mar 31, 26

+10.30K

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

37.74K

Mar 31, 26

+407

0.00%

RMR Wealth Builders

37.73K

Mar 31, 26

-88

0.00%

Wingate Wealth Advisors, Inc.

37.38K

Mar 31, 26

+4.86K

0.00%

Cascade Financial Partners, LLC

37.31K

Mar 31, 26

-483

0.00%

Twele Capital Management, Inc.

37.21K

Mar 31, 26

-516

0.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

37.10K

Mar 31, 26

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

36.87K

Mar 31, 26

+421

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

36.73K

Mar 31, 26

0.00%

VISIONARY HORIZONS, LLC

36.68K

Mar 31, 26

+5.59K

0.00%

SRS Capital Advisors, Inc.

36.64K

Mar 31, 26

+8.93K

0.00%

ASPIRIANT, LLC

36.59K

Mar 31, 26

+4.96K

0.00%

Biltmore Family Office, LLC

36.21K

Mar 31, 26

+24

0.00%

LAIRD NORTON TRUST COMPANY, LLC

36.19K

Mar 31, 26

-142

0.00%

KCM INVESTMENT ADVISORS LLC

36.19K

Mar 31, 26

+11.61K

0.00%

Manuka Financial, LLC

35.96K

Mar 31, 26

0.00%

Holistic Planning, LLC

35.95K

Mar 31, 26

+8.68K

0.00%

PROTECTIVE LIFE CORP

35.82K

Mar 31, 26

+35.82K

0.00%

Wolff Financial Management LLC

35.78K

Mar 31, 26

0.00%

Quadrant Private Wealth Management, LLC

35.34K

Mar 31, 26

-17

0.00%

Flower City Capital

35.34K

Mar 31, 26

0.00%

Empowered Funds, LLC

35.26K

Mar 31, 26

-2.37K

0.00%

PDS Planning, Inc

34.95K

Mar 31, 26

+399

0.00%

CABOT WEALTH MANAGEMENT INC

34.93K

Mar 31, 26

-6.23K

0.00%

TCI Wealth Advisors, Inc.

34.81K

Mar 31, 26

+5.57K

0.00%

Legacy Bridge, LLC

34.59K

Mar 31, 26

+2.49K

0.00%

Capital Investment Advisory Services, LLC

34.13K

Mar 31, 26

-2.07K

0.00%

ZRC WEALTH MANAGEMENT, LLC

34.00K

Mar 31, 26

+2.15K

0.00%

Front Row Advisors LLC

33.91K

Mar 31, 26

+180

0.00%

Seed Wealth Management, Inc.

33.47K

Mar 31, 26

-470

0.00%

Cambria Investment Management, L.P.

33.40K

Mar 31, 26

-3.35K

0.00%

PENNINGTON PARTNERS & CO., LLC

33.28K

Mar 31, 26

+694

0.00%

Crescent Sterling, Ltd.

33.12K

Mar 31, 26

+530

0.00%

Versant Capital Management, Inc

33.05K

Mar 31, 26

-25

0.00%

RENAISSANCE TECHNOLOGIES LLC

33.00K

Mar 31, 26

-13.50K

0.00%

MATHER GROUP, LLC.

32.73K

Mar 31, 26

-1.02K

0.00%

SAGE FINANCIAL GROUP INC

32.65K

Mar 31, 26

+22.45K

0.00%

BIP Wealth, LLC

32.57K

Mar 31, 26

-66.86K

0.00%

CENTAURUS FINANCIAL, INC.

32.32K

Mar 31, 26

+1.58K

0.00%

BROWN BROTHERS HARRIMAN & CO

32.30K

Mar 31, 26

0.00%

Curated Wealth Partners LLC

32.15K

Mar 31, 26

-2.53K

0.00%

Single Point Partners, LLC

32.10K

Mar 31, 26

0.00%

Summit Trail Advisors, LLC

31.99K

Mar 31, 26

-8.42K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

31.84K

Mar 31, 26

+1.76K

0.00%

EHRLICH FINANCIAL GROUP

31.81K

Mar 31, 26

+500

0.00%

Ranch Capital Advisors Inc.

31.79K

Mar 31, 26

+524

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

31.79K

Mar 31, 26

-2.67K

0.00%

Granite Investment Partners, LLC

31.79K

Mar 31, 26

-644

0.00%

BCWM, LLC

31.75K

Mar 31, 26

-18

0.00%

Clarity Capital Advisors, LLC

31.71K

Mar 31, 26

0.00%

Almanack Investment Partners, LLC.

31.68K

Mar 31, 26

+972

0.00%

REGIONS FINANCIAL CORP

31.57K

Mar 31, 26

+5.97K

0.00%

SIGMA INVESTMENT COUNSELORS INC

31.50K

Mar 31, 26

-23.37K

0.00%

LFA - Lugano Financial Advisors SA

31.10K

Mar 31, 26

0.00%

Pacific Asset Management, LLC

31.04K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

30.99K

Mar 31, 26

+2.98K

0.00%

FIRST TRUST ADVISORS LP

30.93K

Mar 31, 26

+6.41K

0.00%

ETF Store, Inc.

30.86K

Mar 31, 26

+7.45K

0.00%

EWA, LLC

30.79K

Mar 31, 26

+537

0.00%

Beaird Harris Wealth Management, LLC

30.78K

Mar 31, 26

-1.52K

0.00%

PROSPERITY BANCSHARES INC

30.75K

Mar 31, 26

+3.53K

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

30.64K

Mar 31, 26

0.00%

MAIRS & POWER INC

30.59K

Mar 31, 26

+586

0.00%

Broadview Financial Management, LLC

30.55K

Mar 31, 26

-1.50K

0.00%

Prospera Capital Management, LLC

30.21K

Mar 31, 26

0.00%

GLENMEDE TRUST CO NA

30.19K

Mar 31, 26

-1.07K

0.00%

Baldwin Investment Management, LLC

30.15K

Mar 31, 26

0.00%

Stone Point Wealth LLC

30.14K

Mar 31, 26

+26

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

30.13K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

30.01K

Mar 31, 26

+30.01K

0.00%

Accel Wealth Management

29.88K

Mar 31, 26

+800

0.00%

Haverford Trust Co

29.86K

Mar 31, 26

+11.47K

0.00%

SIMON QUICK ADVISORS, LLC

29.85K

Mar 31, 26

-89

0.00%

MBL Wealth, LLC

29.85K

Mar 31, 26

0.00%

Wescott Financial Advisory Group, LLC

29.54K

Mar 31, 26

0.00%

Pathway Financial Advisors LLC

29.49K

Mar 31, 26

0.00%

DAVENPORT & Co LLC

29.41K

Mar 31, 26

+7.99K

0.00%

My Personal CFO, LLC

29.39K

Mar 31, 26

0.00%

Western Wealth Management, LLC

29.31K

Mar 31, 26

+29.31K

0.00%

Baker Avenue Asset Management, LP

29.13K

Mar 31, 26

+8.63K

0.00%

ALESCO ADVISORS LLC

29.10K

Mar 31, 26

-953

0.00%

TCG Advisory Services, LLC

29.01K

Mar 31, 26

+5.80K

0.00%

Signal Advisors Wealth, LLC

28.84K

Mar 31, 26

+14.91K

0.00%

EdgeRock Capital LLC

28.77K

Mar 31, 26

0.00%

Wall Capital Group, Inc.

28.43K

Mar 31, 26

-1.98K

0.00%

Sage Mountain Advisors LLC

28.29K

Mar 31, 26

+293

0.00%

Sovran Advisors, LLC

28.27K

Mar 31, 26

+9.72K

0.00%

SMI Advisory Services, LLC

28.08K

Mar 31, 26

+28.08K

0.00%

Inspire Advisors, LLC

28.04K

Mar 31, 26

+28.04K

0.00%

BRADLEY FOSTER & SARGENT INC/CT

27.99K

Mar 31, 26

+210

0.00%

Gerber Kawasaki Wealth & Investment Management

27.92K

Mar 31, 26

-185

0.00%

Sovereign Financial Group, Inc.

27.91K

Mar 31, 26

+1.84K

0.00%

Capasso Planning Partners LLC

27.84K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

27.80K

Mar 31, 26

+19.30K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

27.65K

Mar 31, 26

-277

0.00%

Archer Investment Management, LLC

27.47K

Mar 31, 26

-8.77K

0.00%

Advisory Resource Group

27.32K

Mar 31, 26

-564

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

27.30K

Mar 31, 26

+1.40K

0.00%

Kera Capital Partners, Inc.

26.97K

Mar 31, 26

+720

0.00%

Pine Valley Investments Ltd Liability Co

26.97K

Mar 31, 26

+4.30K

0.00%

AAF Wealth Management, LLC

26.77K

Mar 31, 26

-1.94K

0.00%

FMB WEALTH MANAGEMENT

26.75K

Mar 31, 26

0.00%

Lionshead Wealth Management, LLC

26.74K

Mar 31, 26

0.00%

DecisionMap Wealth Management, LLC

26.61K

Mar 31, 26

-1.26K

0.00%

Financial Synergies Wealth Advisors, Inc.

26.50K

Mar 31, 26

+92

0.00%

Trevian Wealth Management LLC

26.45K

Mar 31, 26

0.00%

Carolina Wealth Advisors, LLC

26.38K

Mar 31, 26

-2.56K

0.00%

Chesley Taft & Associates LLC

26.36K

Mar 31, 26

+1.36K

0.00%

VISTA CAPITAL PARTNERS, INC.

26.33K

Mar 31, 26

-15.33K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

26.32K

Mar 31, 26

+2.23K

0.00%

STERLING INVESTMENT MANAGEMENT, LLC

26.30K

Mar 31, 26

+266

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

26.18K

Mar 31, 26

-2.08K

0.00%

Family Wealth Group, LLC

26.06K

Mar 31, 26

-10.14K

0.00%

Flaharty Asset Management, LLC

25.71K

Mar 31, 26

-7.80K

0.00%

Plancorp, LLC

25.63K

Mar 31, 26

+836

0.00%

Everhart Financial Group, Inc.

25.62K

Mar 31, 26

+1.48K

0.00%

Stockman Wealth Management, Inc.

25.58K

Mar 31, 26

-1.22K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

25.39K

Mar 31, 26

+4.51K

0.00%

Madison Asset Management, LLC

25.38K

Mar 31, 26

0.00%

LOWE BROCKENBROUGH & CO INC

25.28K

Mar 31, 26

-16

0.00%

PINNACLE ASSOCIATES LTD

25.28K

Mar 31, 26

-668

0.00%

Palisade Asset Management, LLC

25.22K

Mar 31, 26

0.00%

Gallagher Fiduciary Advisors, LLC

25.16K

Mar 31, 26

-890

0.00%

CLEAR INVESTMENT RESEARCH, LLC

25.13K

Mar 31, 26

0.00%

BAXTER BROS INC

25.02K

Mar 31, 26

+25.02K

0.00%

CATHY PARETO & ASSOCIATES, INC

24.89K

Mar 31, 26

+16.36K

0.00%

WEIK CAPITAL MANAGEMENT

24.82K

Mar 31, 26

-500

0.00%

Regal Investment Advisors LLC

24.79K

Mar 31, 26

+112

0.00%

BECKER CAPITAL MANAGEMENT INC

24.65K

Mar 31, 26

0.00%

PROFFITT & GOODSON INC

24.64K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

24.61K

Mar 31, 26

+9.81K

0.00%

Bensler, LLC

24.47K

Mar 31, 26

-2.61K

0.00%

MAYPORT, LLC

24.39K

Mar 31, 26

+2.25K

0.00%

BENNETT SELBY INVESTMENTS LP

24.28K

Mar 31, 26

+24.28K

0.00%

Ifrah Financial Services, Inc.

24.12K

Mar 31, 26

-446

0.00%

Midwest Financial Group LLC

24.11K

Mar 31, 26

+1.58K

0.00%

MCF Advisors LLC

24.09K

Mar 31, 26

-200

0.00%

Plante Moran Financial Advisors, LLC

24.07K

Mar 31, 26

+689

0.00%

Summit Global Investments

23.97K

Mar 31, 26

+23.97K

0.00%

Glass Jacobson Investment Advisors llc

23.95K

Mar 31, 26

+1.75K

0.00%

New England Private Wealth Advisors LLC

23.75K

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

23.58K

Mar 31, 26

+1.70K

0.00%

Guardian Wealth Advisors, LLC

23.41K

Mar 31, 26

-1.03K

0.00%

LBMC INVESTMENT ADVISORS, LLC

23.35K

Mar 31, 26

+862

0.00%

Three Bridge Wealth Advisors, LLC

23.28K

Mar 31, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

23.21K

Mar 31, 26

-2.01K

0.00%

Bright Futures Wealth Management, LLC.

23.14K

Mar 31, 26

-1.64K

0.00%

Schoolcraft Capital LLC

23.12K

Mar 31, 26

-122

0.00%

Roger Wittlin Investment Advisory, LLC

22.95K

Mar 31, 26

+12.11K

0.00%

Darrow Company, Inc.

22.82K

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

22.80K

Mar 31, 26

+927

0.00%

Bridgewater Advisors Inc.

22.79K

Mar 31, 26

-3.10K

0.00%

Crewe Advisors LLC

22.71K

Mar 31, 26

+935

0.00%

Pallas Capital Advisors LLC

22.68K

Mar 31, 26

-4.68K

0.00%

Values Added Financial LLC

22.66K

Mar 31, 26

-2.28K

0.00%

LUTS & GREENLEIGH GROUP, INC

22.62K

Mar 31, 26

0.00%

Robertson Stephens Wealth Management, LLC

22.30K

Mar 31, 26

+80

0.00%

SENTINEL PENSION ADVISORS INC

22.15K

Mar 31, 26

+9.74K

0.00%

MidAtlantic Capital Management, Inc.

22.05K

Mar 31, 26

+909

0.00%

Piscataqua Savings Bank

22.00K

Mar 31, 26

0.00%

YHB Investment Advisors, Inc.

21.99K

Mar 31, 26

+3.48K

0.00%

Grey Fox Wealth Advisors, LLC

21.93K

Mar 31, 26

+21.93K

0.00%

GREENWOOD GEARHART INC

21.91K

Mar 31, 26

-348

0.00%

Calamos Advisors LLC

21.89K

Mar 31, 26

+21.89K

0.00%

Portside Wealth Group, LLC

21.75K

Mar 31, 26

-919

0.00%

Mayfair Advisory Group, LLC

21.66K

Mar 31, 26

-2.45K

0.00%

TD Waterhouse Canada Inc.

21.66K

Mar 31, 26

+21.53K

0.00%

Signature Resources Capital Management, LLC

21.56K

Mar 31, 26

+92

0.00%

HOWE & RUSLING INC

21.52K

Mar 31, 26

-6.68K

0.00%

Patriot Financial Group Insurance Agency, LLC

21.49K

Mar 31, 26

+21.49K

0.00%

Washington Trust Advisors, Inc.

21.23K

Mar 31, 26

0.00%

Sterling Investment Advisors, Ltd.

21.20K

Mar 31, 26

+115

0.00%

ADE, LLC

21.06K

Mar 31, 26

0.00%

MeadowBrook Investment Advisors LLC

21.04K

Mar 31, 26

+150

0.00%

Capital Square, LLC

21.03K

Mar 31, 26

+21.03K

0.00%

Crestwood Advisors Group LLC

20.99K

Mar 31, 26

0.00%

Pegasus Asset Management, Inc.

20.89K

Mar 31, 26

+6.22K

0.00%

WESTBOURNE INVESTMENTS, INC.

20.86K

Mar 31, 26

+1.52K

0.00%

Sowell Financial Services LLC

20.82K

Mar 31, 26

+1.08K

0.00%

Goldstein Advisors, LLC

20.82K

Mar 31, 26

-8.93K

0.00%

Willis Johnson & Associates, Inc.

20.77K

Mar 31, 26

+936

0.00%

Joule Financial, LLC

20.77K

Mar 31, 26

-2.66K

0.00%

Aspect Partners, LLC

20.76K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

20.71K

Mar 31, 26

-32

0.00%

Astra Wealth Partners LLC

20.68K

Mar 31, 26

+600

0.00%

Galvin, Gaustad & Stein, LLC

20.61K

Mar 31, 26

+1.64K

0.00%

BWM Planning, LLC

20.55K

Mar 31, 26

0.00%

SAWGRASS ASSET MANAGEMENT LLC

20.51K

Mar 31, 26

+1.38K

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

20.39K

Mar 31, 26

0.00%

Advisory Alpha, LLC

20.31K

Mar 31, 26

-2.87K

0.00%

Ameritas Advisory Services, LLC

20.28K

Mar 31, 26

0.00%

Cordant, Inc.

20.21K

Mar 31, 26

-1.32K

0.00%

EVERETT HARRIS & CO /CA/

20.11K

Mar 31, 26

+1.95K

0.00%

SILVER OAK SECURITIES, INCORPORATED

19.84K

Mar 31, 26

-4.75K

0.00%

VILLERE ST DENIS J & CO LLC

19.67K

Mar 31, 26

-15.00K

0.00%

Boston Trust Walden Corp

19.58K

Mar 31, 26

0.00%

Key FInancial Inc

19.52K

Mar 31, 26

-1.75K

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

19.42K

Mar 31, 26

+1.18K

0.00%

JACOBS & CO/CA

19.36K

Mar 31, 26

0.00%

Occidental Asset Management, LLC

19.33K

Mar 31, 26

+19.33K

0.00%

Marshall Financial Group LLC

19.33K

Mar 31, 26

0.00%

BURLING WEALTH PARTNERS, LLC

19.31K

Mar 31, 26

+2.15K

0.00%

WealthPLAN Partners, LLC

19.30K

Mar 31, 26

-261

0.00%

BIRCHBROOK, INC.

19.15K

Mar 31, 26

-1.26K

0.00%

waypoint wealth counsel

19.15K

Mar 31, 26

-2.96K

0.00%

JIM SAULNIER & ASSOCIATES, LLC

19.04K

Mar 31, 26

-2.99K

0.00%

HCR Wealth Advisors

19.02K

Mar 31, 26

0.00%

CITIGROUP INC

18.91K

Mar 31, 26

-37.99K

0.00%

PRIVATE TRUST CO NA

18.89K

Mar 31, 26

-1.63K

0.00%

Parkside Financial Bank & Trust

18.88K

Mar 31, 26

-6

0.00%

Equita Financial Network, Inc.

18.87K

Mar 31, 26

+5.85K

0.00%

ACCESS FINANCIAL SERVICES, INC.

18.86K

Mar 31, 26

-36.70K

0.00%

DDD Partners, LLC

18.77K

Mar 31, 26

0.00%

VCI Wealth Management LLC

18.67K

Mar 31, 26

+1.23K

0.00%

Family Investment Center, Inc.

18.54K

Mar 31, 26

0.00%

ASSETMARK, INC

18.52K

Mar 31, 26

+2.98K

0.00%

Rede Wealth, LLC

18.48K

Mar 31, 26

+174

0.00%

Vident Advisory, LLC

18.47K

Mar 31, 26

+1.68K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

18.46K

Mar 31, 26

+2.31K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

18.46K

Mar 31, 26

0.00%

Dunhill Financial, LLC

18.42K

Mar 31, 26

+3.18K

0.00%

One Charles Private Wealth Services, LLC

18.39K

Mar 31, 26

0.00%

ORBA Wealth Advisors, L.L.C.

18.38K

Mar 31, 26

0.00%

Integrity Investment Advisors, LLC

18.28K

Mar 31, 26

-60.38K

0.00%

Well Done, LLC

18.26K

Mar 31, 26

0.00%

Colorado Capital Management, Inc.

18.25K

Mar 31, 26

+1.01K

0.00%

CASTLE WEALTH MANAGEMENT LLC

18.00K

Mar 31, 26

-600

0.00%

QRG CAPITAL MANAGEMENT, INC.

17.99K

Mar 31, 26

-15.98K

0.00%

Elevated Capital Advisors, LLC

17.98K

Mar 31, 26

-1.10K

0.00%

CERTIOR FINANCIAL GROUP, LLC

17.97K

Mar 31, 26

-1.76K

0.00%

Morton Brown Family Wealth, LLC

17.88K

Mar 31, 26

0.00%

AMG National Trust Bank

17.77K

Mar 31, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

17.66K

Mar 31, 26

+17.66K

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

17.59K

Mar 31, 26

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

17.48K

Mar 31, 26

+278

0.00%

GREENLEAF TRUST

17.40K

Mar 31, 26

0.00%

Neuberger Berman Group LLC

17.32K

Mar 31, 26

0.00%

Members Trust Co

17.31K

Mar 31, 26

+17.31K

0.00%

Capital Planning LLC

17.30K

Mar 31, 26

-3.94K

0.00%

SAPIENT CAPITAL LLC

17.29K

Mar 31, 26

-654

0.00%

Integrated Investment Consultants, LLC

17.26K

Mar 31, 26

0.00%

Accredited Investors Inc.

17.15K

Mar 31, 26

+1.91K

0.00%

Foguth Wealth Management, LLC.

17.14K

Mar 31, 26

-1.52K

0.00%

Sentinus, LLC

17.13K

Mar 31, 26

+2.78K

0.00%

StoneX Group Inc.

17.11K

Mar 31, 26

-7.49K

0.00%

Gutierrez Wealth Advisory, LLC

17.11K

Mar 31, 26

0.00%

CUTLER INVESTMENT COUNSEL LLC

17.09K

Mar 31, 26

0.00%

Smart Portfolios, LLC

17.07K

Mar 31, 26

-150

0.00%

Cornerstone Planning Group LLC

16.93K

Mar 31, 26

0.00%

M Holdings Securities, Inc.

16.87K

Mar 31, 26

-7.46K

0.00%

Cornerstone Wealth Group, LLC

16.85K

Mar 31, 26

-178

0.00%

ENTREWEALTH, LLC

16.83K

Mar 31, 26

0.00%

HANCOCK WHITNEY CORP

16.80K

Mar 31, 26

0.00%

Rollins Financial Advisors, LLC

16.77K

Mar 31, 26

+5.16K

0.00%

Silver Oak Advisory Group, Inc.

16.76K

Mar 31, 26

-686

0.00%

Interchange Capital Partners, LLC

16.73K

Mar 31, 26

+8.38K

0.00%

Capstone Wealth Management Group LLC

16.71K

Mar 31, 26

-400

0.00%

Modus Advisors, LLC

16.57K

Mar 31, 26

0.00%

Peak Asset Management, LLC

16.53K

Mar 31, 26

+1.80K

0.00%

Fragasso Group Inc.

16.51K

Mar 31, 26

-693

0.00%

Net Worth Advisory Group

16.46K

Mar 31, 26

0.00%

ONE Advisory Partners, LLC

16.41K

Mar 31, 26

-898

0.00%

H&H Retirement Design & Management INC

16.40K

Mar 31, 26

+2.19K

0.00%

Keystone Financial Group

16.35K

Mar 31, 26

-1

0.00%

MARIETTA INVESTMENT PARTNERS LLC

16.14K

Mar 31, 26

-1.81K

0.00%

REDW Wealth LLC

16.14K

Mar 31, 26

0.00%

SYON CAPITAL LLC

16.11K

Mar 31, 26

0.00%

Parcion Private Wealth LLC

16.11K

Mar 31, 26

+16.11K

0.00%

Golden State Wealth Management, LLC

16.10K

Mar 31, 26

+637

0.00%

Indie Asset Partners, LLC

16.04K

Mar 31, 26

+2.67K

0.00%

Investment Partners Asset Management, Inc.

16.03K

Mar 31, 26

-1.47K

0.00%

KLCM Advisors, Inc.

16.00K

Mar 31, 26

+1.99K

0.00%

POTENTIA WEALTH

15.98K

Mar 31, 26

0.00%

RAINIER FAMILY WEALTH INC

15.98K

Mar 31, 26

0.00%

CWC Advisors, LLC.

15.95K

Mar 31, 26

-3.92K

0.00%

COLLECTIVE FAMILY OFFICE LLC

15.92K

Mar 31, 26

-10.09K

0.00%

Advisor OS, LLC

15.90K

Mar 31, 26

-642

0.00%

Atlantic Union Bankshares Corp

15.87K

Mar 31, 26

0.00%

Canopy Partners, LLC

15.79K

Mar 31, 26

+120

0.00%

Spire Wealth Management

15.74K

Mar 31, 26

+614

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.73K

Mar 31, 26

0.00%

25 LLC

15.71K

Mar 31, 26

+295

0.00%

American Trust

15.68K

Mar 31, 26

+301

0.00%

Aviance Capital Partners, LLC

15.67K

Mar 31, 26

-2.27K

0.00%

Lifeworks Advisors, LLC

15.66K

Mar 31, 26

-12.84K

0.00%

Joseph P. Lucia & Associates, LLC

15.65K

Mar 31, 26

+907

0.00%

Allegiance Financial Group Advisory Services LLC

15.64K

Mar 31, 26

+15.64K

0.00%

DRAVO BAY LLC

15.62K

Mar 31, 26

0.00%

MONECO Advisors, LLC

15.53K

Mar 31, 26

-22

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

15.48K

Mar 31, 26

-270

0.00%

PFG Investments, LLC

15.38K

Mar 31, 26

+200

0.00%

Hurlow Wealth Management Group, Inc.

15.32K

Mar 31, 26

-310

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

15.25K

Mar 31, 26

+1.32K

0.00%

49 WEALTH MANAGEMENT, LLC

15.22K

Mar 31, 26

-1.96K

0.00%

DGS Capital Management, LLC

15.20K

Mar 31, 26

+15.20K

0.00%

SATOVSKY ASSET MANAGEMENT LLC

15.19K

Mar 31, 26

0.00%

BetterWealth, LLC

15.17K

Mar 31, 26

+15.17K

0.00%

Sachetta, LLC

15.13K

Mar 31, 26

-1.19K

0.00%

KWMG, LLC

15.10K

Mar 31, 26

+15.10K

0.00%

Turtle Creek Wealth Advisors, LLC

15.06K

Mar 31, 26

+15.06K

0.00%

Walkner Condon Financial Advisors LLC

15.04K

Mar 31, 26

-637

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

14.96K

Mar 31, 26

-5.88K

0.00%

Lutz Financial Services LLC

14.94K

Mar 31, 26

0.00%

Requisite Capital Management, LLC

14.93K

Mar 31, 26

0.00%

Resonant Capital Advisors, LLC

14.92K

Mar 31, 26

-937

0.00%

D.A. DAVIDSON & CO.

14.84K

Mar 31, 26

+798

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

14.70K

Mar 31, 26

+3.95K

0.00%

WETZEL INVESTMENT ADVISORS, INC.

14.66K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

14.63K

Mar 31, 26

0.00%

Mirador Capital Partners LP

14.60K

Mar 31, 26

+1.74K

0.00%

Essex Savings Bank

14.55K

Mar 31, 26

-648

0.00%

Disciplined Investors, L.L.C.

14.54K

Mar 31, 26

-547

0.00%

HERITAGE INVESTORS MANAGEMENT CORP

14.46K

Mar 31, 26

0.00%

Twelve Points Wealth Management LLC

14.44K

Mar 31, 26

0.00%

Cottage Street Advisors LLC

14.40K

Mar 31, 26

0.00%

Comprehensive Money Management Services LLC

14.39K

Mar 31, 26

+1.00K

0.00%

FULTON BANK, N.A.

14.39K

Mar 31, 26

0.00%

Fundamentum, LLC

14.37K

Mar 31, 26

-1.96K

0.00%

SAGE RHINO CAPITAL LLC

14.33K

Mar 31, 26

0.00%

NewSquare Capital LLC

14.27K

Mar 31, 26

-801

0.00%

Haven Private, LLC

14.23K

Mar 31, 26

+14.23K

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

14.16K

Mar 31, 26

+423

0.00%

SAX WEALTH ADVISORS, LLC

14.08K

Mar 31, 26

-122

0.00%

LJI Wealth Management, LLC

14.05K

Mar 31, 26

+1.39K

0.00%

Cherry Creek Investment Advisors, Inc.

13.83K

Mar 31, 26

+13.83K

0.00%

AVITY INVESTMENT MANAGEMENT INC.

13.80K

Mar 31, 26

0.00%

LATHROP INVESTMENT MANAGEMENT CORP

13.79K

Mar 31, 26

+324

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

13.78K

Mar 31, 26

+13.78K

0.00%

HARTLINE INVESTMENT CORP/

13.74K

Mar 31, 26

-1

0.00%

BALANCED WEALTH GROUP LLC

13.70K

Mar 31, 26

+1.85K

0.00%

OMNI 360 Wealth, Inc.

13.67K

Mar 31, 26

-387

0.00%

Bigelow Investment Advisors, LLC

13.62K

Mar 31, 26

-1.72K

0.00%

FIRST FOUNDATION ADVISORS

13.62K

Mar 31, 26

0.00%

BUILDER INVESTMENT GROUP INC /ADV

13.55K

Mar 31, 26

-1.26K

0.00%

Fairway Wealth LLC

13.46K

Mar 31, 26

+9.32K

0.00%

Prospera Financial Services Inc

13.43K

Mar 31, 26

+83

0.00%

Farnam Financial LLC

13.43K

Mar 31, 26

0.00%

Hutchens & Kramer Investment Management Group, LLC

13.43K

Mar 31, 26

-2.63K

0.00%

Jacobi Capital Management LLC

13.42K

Mar 31, 26

0.00%

Mengis Capital Management, Inc.

13.40K

Mar 31, 26

-186

0.00%

Fiduciary Group LLC

13.35K

Mar 31, 26

-358

0.00%

Shearwater Capital LLC

13.33K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

13.31K

Mar 31, 26

+5.71K

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

13.24K

Mar 31, 26

+1.11K

0.00%

IRON Financial LLC

13.09K

Mar 31, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

13.07K

Mar 31, 26

+13.07K

0.00%

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

13.02K

Mar 31, 26

+329

0.00%

Traynor Capital Management, Inc.

13.02K

Mar 31, 26

+13.02K

0.00%

Astoria Portfolio Advisors LLC.

12.97K

Mar 31, 26

0.00%

Pacific Point Advisors, LLC

12.95K

Mar 31, 26

-351

0.00%

BOS Asset Management, LLC

12.94K

Mar 31, 26

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

12.88K

Mar 31, 26

+3.50K

0.00%

WealthCollab, LLC

12.85K

Mar 31, 26

0.00%

Falcon Wealth Planning

12.81K

Mar 31, 26

+12.81K

0.00%

Addison Advisors LLC

12.77K

Mar 31, 26

+2.62K

0.00%

Wealth Preservation Advisors, LLC

12.76K

Mar 31, 26

-6.83K

0.00%

Consilium Wealth Advisory, LLC

12.72K

Mar 31, 26

0.00%

PATTEN & PATTEN INC/TN

12.68K

Mar 31, 26

+408

0.00%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

12.68K

Mar 31, 26

-20.55K

0.00%

Vernal Point Advisors, LLC

12.64K

Mar 31, 26

+19

0.00%

Laurel Wealth Advisors LLC

12.51K

Mar 31, 26

-800

0.00%

JB Capital LLC

12.51K

Mar 31, 26

0.00%

Human Investing LLC

12.48K

Mar 31, 26

+530

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

12.44K

Mar 31, 26

-4.96K

0.00%

Vanguard National Trust Co

12.39K

Mar 31, 26

+12.39K

0.00%

Busey Wealth Management

12.39K

Mar 31, 26

0.00%

Advance Capital Management, Inc.

12.37K

Mar 31, 26

+514

0.00%

CARY STREET PARTNERS FINANCIAL LLC

12.32K

Mar 31, 26

+1.60K

0.00%

Global Wealth Strategies & Associates

12.29K

Mar 31, 26

-3.15K

0.00%

RBA Wealth Management, LLC

12.17K

Mar 31, 26

-171

0.00%

Parkshore Wealth Management, Inc.

12.07K

Mar 31, 26

-1.15K

0.00%

Northstar Group, Inc.

12.07K

Mar 31, 26

0.00%

Arcadia Wealth Management, LLC

12.06K

Mar 31, 26

+1.10K

0.00%

Balboa Wealth Partners

11.89K

Mar 31, 26

-226

0.00%

Trajan Wealth LLC

11.88K

Mar 31, 26

+11.88K

0.00%

IronBridge Private Wealth, LLC

11.87K

Mar 31, 26

0.00%

Stonebridge Financial Group, LLC

11.86K

Mar 31, 26

+11.86K

0.00%

GeoWealth Management, LLC

11.86K

Mar 31, 26

+11.86K

0.00%

Aspen Capital Management, LLC

11.85K

Mar 31, 26

+60

0.00%

Trust Point Inc.

11.78K

Mar 31, 26

+11.78K

0.00%

Smith, Salley & Associates

11.73K

Mar 31, 26

-336

0.00%

ARK & TLK INVESTMENTS, LLC

11.66K

Mar 31, 26

+3.25K

0.00%

Scott Capital Advisors, LLC

11.62K

Mar 31, 26

-840

0.00%

White Lighthouse Investment Management Inc.

11.59K

Mar 31, 26

+2.59K

0.00%

Tribridge Partners Financial LLC

11.58K

Mar 31, 26

0.00%

Index Fund Advisors, Inc.

11.53K

Mar 31, 26

+604

0.00%

Paragon Capital Management Ltd

11.48K

Mar 31, 26

0.00%

Aquire Wealth Advisors, LLC

11.41K

Mar 31, 26

0.00%

Fifth Third Wealth Advisors LLC

11.36K

Mar 31, 26

-497

0.00%

Heck Capital Advisors, LLC

11.36K

Mar 31, 26

0.00%

Quotient Wealth Partners, LLC

11.27K

Mar 31, 26

0.00%

Peterson Wealth Advisors, LLC

11.23K

Mar 31, 26

+68

0.00%

MANNING & NAPIER ADVISORS LLC

11.11K

Mar 31, 26

-183

0.00%

Waterfront Wealth Inc.

11.10K

Mar 31, 26

-542

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

11.10K

Mar 31, 26

+512

0.00%

ROFFMAN MILLER ASSOCIATES INC /PA/

11.10K

Mar 31, 26

+748

0.00%

KANE INVESTMENT MANAGEMENT, INC.

11.08K

Mar 31, 26

+11.08K

0.00%

Columbia Asset Management

11.07K

Mar 31, 26

+1.00K

0.00%

REGIMEN WEALTH, LLC

11.03K

Mar 31, 26

-2.14K

0.00%

Everest Management Corp.

11.01K

Mar 31, 26

+458

0.00%

Calamos Wealth Management LLC

10.92K

Mar 31, 26

-5.33K

0.00%

CURIO WEALTH, LLC

10.91K

Mar 31, 26

0.00%

NEW WAVE WEALTH ADVISORS LLC

10.87K

Mar 31, 26

+10.87K

0.00%

STEPHENS INC /AR/

10.86K

Mar 31, 26

+2.02K

0.00%

FCA CORP /TX

10.86K

Mar 31, 26

-313

0.00%

PRUDENT INVESTORS NETWORK, INC.

10.82K

Mar 31, 26

0.00%

Marathon Strategic Advisors, LLC

10.81K

Mar 31, 26

-293

0.00%

Evolution Advisers, Inc.

10.79K

Mar 31, 26

-768

0.00%

Canvas Wealth Advisors, LLC

10.78K

Mar 31, 26

+640

0.00%

Radnor Capital Management, LLC

10.77K

Mar 31, 26

0.00%

First Pacific Financial

10.74K

Mar 31, 26

+179

0.00%

Waterloo Capital, L.P.

10.70K

Mar 31, 26

-68

0.00%

Quent Capital, LLC

10.69K

Mar 31, 26

-176

0.00%

Clarity Wealth Advisors, LLC

10.66K

Mar 31, 26

+104

0.00%

MANCHESTER FINANCIAL INC

10.66K

Mar 31, 26

-23

0.00%

Northwest Quadrant Wealth Management, LLC

10.66K

Mar 31, 26

0.00%

Summit Investment Advisory Services, LLC

10.64K

Mar 31, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

10.60K

Mar 31, 26

0.00%

Impact Partnership Wealth, LLC

10.59K

Mar 31, 26

+564

0.00%

BLB&B Advisors, LLC

10.54K

Mar 31, 26

-59

0.00%

Gladstone Institutional Advisory LLC

10.52K

Mar 31, 26

+857

0.00%

J. L. Bainbridge & Co., Inc.

10.51K

Mar 31, 26

+1.89K

0.00%

Legacy Wealth Managment, LLC/ID

10.48K

Mar 31, 26

+10.48K

0.00%

Landing Point Financial Group, LLC

10.47K

Mar 31, 26

0.00%

HUTCHINSON CAPITAL MANAGEMENT/CA

10.45K

Mar 31, 26

0.00%

Security National Bank

10.40K

Mar 31, 26

0.00%

Accretive Wealth Partners, LLC

10.39K

Mar 31, 26

0.00%

Strategic Equity Management

10.39K

Mar 31, 26

-92

0.00%

TRITONPOINT WEALTH, LLC

10.35K

Mar 31, 26

+94

0.00%

Sequent Planning LLC

10.28K

Mar 31, 26

+22

0.00%

Madison Park Capital Advisors, LLC

10.26K

Mar 31, 26

+115

0.00%

Moss Adams Wealth Advisors LLC

10.22K

Mar 31, 26

+461

0.00%

Main Street Research LLC

10.21K

Mar 31, 26

+600

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

10.16K

Mar 31, 26

-211

0.00%

Bellwether Advisors, LLC

10.15K

Mar 31, 26

0.00%

Raub Brock Capital Management LP

10.14K

Mar 31, 26

+400

0.00%

Hippocratic Financial Advisors, LLC

10.13K

Mar 31, 26

+10.13K

0.00%

Global Assets Advisory, LLC

10.09K

Mar 31, 26

+1.76K

0.00%

Hamilton Point Investment Advisors, LLC

10.07K

Mar 31, 26

0.00%

JOURNEY STRATEGIC WEALTH LLC

10.05K

Mar 31, 26

-155

0.00%

Integrity Financial Corp /WA

10.04K

Mar 31, 26

+5.38K

0.00%

Joel Isaacson & Co., LLC

10.04K

Mar 31, 26

0.00%

Ironsides Asset Advisors, LLC

10.00K

Mar 31, 26

0.00%

SLT Holdings LLC

10.00K

Mar 31, 26

-10.00K

0.00%

Bernardo Wealth Planning LLC

9.99K

Mar 31, 26

+1.39K

0.00%

Morling Financial Advisors, LLC

9.90K

Mar 31, 26

-780

0.00%

Cypress Wealth Services, LLC

9.89K

Mar 31, 26

-225

0.00%

Drucker Wealth 3.0, LLC

9.86K

Mar 31, 26

+640

0.00%

Brookwood Investment Group LLC

9.84K

Mar 31, 26

+9.84K

0.00%

Worth Asset Management, LLC

9.79K

Mar 31, 26

+714

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

9.79K

Mar 31, 26

+455

0.00%

Lakeridge Wealth Management LLC

9.75K

Mar 31, 26

-418

0.00%

Ethos Financial Group, LLC

9.74K

Mar 31, 26

-9.40K

0.00%

Concentrum Wealth Management

9.71K

Mar 31, 26

+9.71K

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

9.68K

Mar 31, 26

+83

0.00%

Forza Wealth Management, LLC

9.63K

Mar 31, 26

0.00%

Constant Guidance Financial LLC

9.62K

Mar 31, 26

+9.62K

0.00%

Heritage Family Offices, LLP

9.62K

Mar 31, 26

-3.75K

0.00%

Cannon Financial Strategists, Inc.

9.61K

Mar 31, 26

+9.61K

0.00%

Capstone Financial Advisors, Inc.

9.58K

Mar 31, 26

+23

0.00%

Sprinkle Financial Consultants LLC

9.57K

Mar 31, 26

-1.78K

0.00%

Caerus Investment Advisors, LLC

9.56K

Mar 31, 26

0.00%

Annex Advisory Services, LLC

9.49K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

9.49K

Mar 31, 26

0.00%

Linscomb & Williams, Inc.

9.45K

Mar 31, 26

-311

0.00%

NWK Group, Inc.

9.37K

Mar 31, 26

+5.27K

0.00%

Fidelis Capital Partners, LLC

9.33K

Mar 31, 26

+9.33K

0.00%

DAHRING | CUSMANO LLC

9.32K

Mar 31, 26

+320

0.00%

Leading Edge Financial Planning LLC

9.28K

Mar 31, 26

+897

0.00%

Stephenson & Company, Inc.

9.21K

Mar 31, 26

0.00%

Relyea Zuckerberg Hanson LLC

9.15K

Mar 31, 26

0.00%

Hexagon Capital Partners LLC

9.14K

Mar 31, 26

+9.14K

0.00%

Lantern Wealth Advisors, LLC

9.12K

Mar 31, 26

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

9.11K

Mar 31, 26

-750

0.00%

Magnus Financial Group LLC

9.06K

Mar 31, 26

+9.06K

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

9.02K

Mar 31, 26

0.00%

Woodside Wealth Management LLC

9.01K

Mar 31, 26

+200

0.00%

Maridea Wealth Management LLC

8.97K

Mar 31, 26

-357

0.00%

Rockwood Wealth Management, LLC

8.96K

Mar 31, 26

+8.96K

0.00%

VestGen Advisors, LLC

8.95K

Mar 31, 26

+8.95K

0.00%

Ironwood Investment Counsel, LLC

8.91K

Mar 31, 26

-926

0.00%

Morton Capital Management LLC/CA

8.89K

Mar 31, 26

+8.89K

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

8.89K

Mar 31, 26

+8.89K

0.00%

Intrua Financial, LLC

8.89K

Mar 31, 26

+8.89K

0.00%

CAPITAL CITY TRUST CO/FL

8.85K

Mar 31, 26

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

8.82K

Mar 31, 26

0.00%

Werba Rubin Papier Wealth Management

8.82K

Mar 31, 26

-4.38K

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

8.81K

Mar 31, 26

+240

0.00%

Empirical Asset Management, LLC

8.76K

Mar 31, 26

-47

0.00%

Strategic Financial Services, Inc,

8.72K

Mar 31, 26

0.00%

Delos Wealth Advisors, LLC

8.69K

Mar 31, 26

+8.69K

0.00%

MKD WEALTH COACHES, LLC

8.69K

Mar 31, 26

+98

0.00%

ARQ WEALTH ADVISORS, LLC

8.67K

Mar 31, 26

+8.67K

0.00%

Vanguard Personalized Indexing Management, LLC

8.64K

Mar 31, 26

+8.64K

0.00%

STAGE HARBOR FINANCIAL, LLC

8.59K

Mar 31, 26

0.00%

Compass Financial Group, INC/SD

8.59K

Mar 31, 26

-549

0.00%

TFC Financial Management, Inc.

8.55K

Mar 31, 26

0.00%

WADDELL & ASSOCIATES, LLC

8.54K

Mar 31, 26

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

8.53K

Mar 31, 26

+8.53K

0.00%

Crumly & Associates Inc.

8.53K

Mar 31, 26

+8.53K

0.00%

FINANCIAL MANAGEMENT NETWORK INC

8.52K

Mar 31, 26

+31

0.00%

MOKAN Wealth Management Inc.

8.52K

Mar 31, 26

0.00%

Cadence Wealth Management LLC

8.48K

Mar 31, 26

+80

0.00%

Urban Financial Advisory Corp

8.48K

Mar 31, 26

0.00%

FORTEM FINANCIAL GROUP, LLC

8.41K

Mar 31, 26

0.00%

Wealth Dimensions Group, Ltd.

8.39K

Mar 31, 26

+8.39K

0.00%

Ritter Daniher Financial Advisory LLC / DE

8.37K

Mar 31, 26

-174

0.00%

Tyche Wealth Partners LLC

8.34K

Mar 31, 26

0.00%

Traveka Wealth, LLC

8.34K

Mar 31, 26

0.00%

Rock Point Advisors, LLC

8.32K

Mar 31, 26

-139

0.00%

Grant Private Wealth Management Inc

8.32K

Mar 31, 26

+8.32K

0.00%

BostonPremier Wealth LLC

8.29K

Mar 31, 26

+8.29K

0.00%

Financial Symmetry Inc

8.25K

Mar 31, 26

+8.25K

0.00%

City Center Advisors, LLC

8.24K

Mar 31, 26

+8.24K

0.00%

Baltimore-Washington Financial Advisors, Inc.

8.22K

Mar 31, 26

+8.22K

0.00%

Garden State Investment Advisory Services LLC

8.19K

Mar 31, 26

+8.19K

0.00%

Next Capital Management LLC

8.19K

Mar 31, 26

+8.19K

0.00%

Sandbox Financial Partners, LLC

8.11K

Mar 31, 26

+8.11K

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

8.10K

Mar 31, 26

-562

0.00%

Lavaca Capital LLC

8.05K

Mar 31, 26

-1.03K

0.00%

Fortis Group Advisors, LLC

7.78K

Mar 31, 26

+7.78K

0.00%

Clayton Financial Group LLC

7.77K

Mar 31, 26

+97

0.00%

TD Capital Management LLC

7.74K

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

7.63K

Mar 31, 26

0.00%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

7.47K

Mar 31, 26

+7.47K

0.00%

Synergy Investment Management, LLC

7.24K

Mar 31, 26

+7.24K

0.00%

Comprehensive Financial Planning, Inc./PA

7.19K

Mar 31, 26

+6.14K

0.00%

Johnson Financial Group, Inc.

7.08K

Mar 31, 26

0.00%

Quantum Capital Management, LLC / NJ

6.94K

Mar 31, 26

-140

0.00%

N.E.W. Advisory Services LLC

6.91K

Mar 31, 26

+2.79K

0.00%

Grove Bank & Trust

6.72K

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

6.53K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

6.29K

Mar 31, 26

+1.24K

0.00%

Burk Holdings LLC

6.25K

Mar 31, 26

+6.25K

0.00%

WFA of San Diego, LLC

6.20K

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

6.12K

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

5.92K

Mar 31, 26

0.00%

Smithfield Trust Co

5.71K

Mar 31, 26

0.00%

Colonial Trust Co / SC

5.70K

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

5.44K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

5.41K

Mar 31, 26

+528

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

5.36K

Mar 31, 26

0.00%

Peachtree Investment Partners, LLC

5.28K

Mar 31, 26

-1.38K

0.00%

Strategic Advocates LLC

5.24K

Mar 31, 26

+5.10K

0.00%

Jackson Hole Capital Partners, LLC

5.24K

Mar 31, 26

0.00%

Glassman Wealth Services

5.18K

Mar 31, 26

+22

0.00%

Lodestone Wealth Management LLC

5.02K

Mar 31, 26

+437

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

4.94K

Mar 31, 26

+641

0.00%

Pinnacle Bancorp, Inc.

4.91K

Mar 31, 26

-383

0.00%

Activest Wealth Management

4.89K

Mar 31, 26

+92

0.00%

UMB Bank, n.a.

4.88K

Mar 31, 26

+2.68K

0.00%

HOEY INVESTMENTS, INC

4.79K

Mar 31, 26

+44

0.00%

Richardson Capital Management LLC

4.63K

Mar 31, 26

-170

0.00%

Private Wealth Asset Management, LLC

4.59K

Mar 31, 26

0.00%

Fairman Group, LLC

4.54K

Mar 31, 26

-206

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

4.54K

Mar 31, 26

-1.16K

0.00%

WHITTIER TRUST CO

4.47K

Mar 31, 26

0.00%

Arkos Global Advisors

4.47K

Mar 31, 26

+4.47K

0.00%

Orion Capital Management LLC

4.30K

Mar 31, 26

0.00%

SouthState Corp

4.28K

Mar 31, 26

-1.47K

0.00%

Destiny Wealth Partners, LLC

4.17K

Mar 31, 26

+4.17K

0.00%

Clal Insurance Enterprises Holdings Ltd

4.06K

Mar 31, 26

+1.00K

0.00%

Whipplewood Advisors, LLC

4.06K

Mar 31, 26

0.00%

Avion Wealth

3.92K

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

3.86K

Mar 31, 26

+91

0.00%

Glassy Mountain Advisors, Inc.

3.81K

Mar 31, 26

0.00%

Balentine LLC

3.78K

Mar 31, 26

0.00%

Tidemark, LLC

3.74K

Mar 31, 26

0.00%

Strengthening Families & Communities, LLC

3.69K

Mar 31, 26

+3.69K

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

3.69K

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

3.68K

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

3.66K

Mar 31, 26

+35

0.00%

Harbor Asset Planning, Inc.

3.39K

Mar 31, 26

-140

0.00%

HANTZ FINANCIAL SERVICES, INC.

3.34K

Mar 31, 26

-769

0.00%

Kingdom Financial Group LLC.

3.32K

Mar 31, 26

-4.98K

0.00%

Lloyd Advisory Services, LLC.

3.32K

Mar 31, 26

-18.19K

0.00%

ATLAS CAPITAL ADVISORS LLC

3.30K

Mar 31, 26

-167

0.00%

Westend Capital Management, LLC

3.21K

Mar 31, 26

-301

0.00%

PINNEY & SCOFIELD, INC.

3.18K

Mar 31, 26

0.00%

Pacific Center for Financial Services

3.15K

Mar 31, 26

+47

0.00%

GAMMA Investing LLC

3.04K

Mar 31, 26

-2.08K

0.00%

TRUST CO OF TOLEDO NA /OH/

3.03K

Mar 31, 26

0.00%

FIRST HORIZON CORP

2.98K

Mar 31, 26

+1.28K

0.00%

REAP Financial Group, LLC

2.87K

Mar 31, 26

-1.99K

0.00%

Bernard Wealth Management Corp.

2.86K

Mar 31, 26

+2.81K

0.00%

Triumph Capital Management

2.83K

Mar 31, 26

+385

0.00%

Strategic Wealth Partners, Ltd.

2.77K

Mar 31, 26

-1.48K

0.00%

West Branch Capital LLC

2.71K

Mar 31, 26

0.00%

PFC CAPITAL GROUP, INC.

2.70K

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

2.69K

Mar 31, 26

+380

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.67K

Mar 31, 26

-100

0.00%

Bank of New Hampshire

2.63K

Mar 31, 26

-5

0.00%

Scarborough Advisors, LLC

2.62K

Mar 31, 26

+2.62K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

2.46K

Mar 31, 26

+460

0.00%

BRYN MAWR TRUST Co

2.44K

Mar 31, 26

0.00%

Kilter Group LLC

2.42K

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

2.40K

Mar 31, 26

-1.41K

0.00%

GODSEY & GIBB, INC

2.23K

Mar 31, 26

-1.52K

0.00%

Tower Research Capital LLC (TRC)

2.22K

Mar 31, 26

+2.09K

0.00%

Golden State Equity Partners

2.13K

Mar 31, 26

+2.13K

0.00%

Allspring Global Investments Holdings, LLC

2.10K

Mar 31, 26

0.00%

MTM Investment Management, LLC

2.01K

Mar 31, 26

-185

0.00%

Caitlin John, LLC

1.97K

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

1.96K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.93K

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

1.89K

Mar 31, 26

+1.89K

0.00%

ST GERMAIN D J CO INC

1.81K

Mar 31, 26

-130

0.00%

TSFG, LLC

1.76K

Mar 31, 26

0.00%

Main Street Group, LTD

1.72K

Mar 31, 26

+1.72K

0.00%

North Star Investment Management Corp.

1.72K

Mar 31, 26

0.00%

Osbon Capital Management LLC

1.67K

Mar 31, 26

0.00%

RMG Wealth Management LLC

1.66K

Mar 31, 26

0.00%

Financial Perspectives, Inc

1.64K

Mar 31, 26

0.00%

MOTCO

1.63K

Mar 31, 26

+1.63K

0.00%

Kozak & Associates, Inc.

1.62K

Mar 31, 26

+280

0.00%

AMERIFLEX GROUP, INC.

1.55K

Mar 31, 26

+790

0.00%

Investors Research Corp

1.46K

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

1.45K

Mar 31, 26

+368

0.00%

Center for Financial Planning, Inc.

1.45K

Mar 31, 26

0.00%

Beacon Capital Management, Inc.

1.42K

Mar 31, 26

+1.38K

0.00%

High Note Wealth, LLC

1.35K

Mar 31, 26

0.00%

PFS Partners, LLC

1.32K

Mar 31, 26

0.00%

SYNTAX RESEARCH, INC.

1.30K

Mar 31, 26

0.00%

Barnes Dennig Private Wealth Management LLC

1.30K

Mar 31, 26

+614

0.00%

Nemes Rush Group LLC

1.30K

Mar 31, 26

0.00%

Financial Freedom, LLC

1.20K

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

1.17K

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

1.16K

Mar 31, 26

0.00%

CNB Bank

1.14K

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

1.13K

Mar 31, 26

+841

0.00%

Costello Asset Management, INC

1.08K

Mar 31, 26

+800

0.00%

True Link Financial Advisors, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

FIRST COMMUNITY TRUST NA

1.02K

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

1.02K

Mar 31, 26

-2.59M

0.00%

SIMPLEX TRADING, LLC

984

Mar 31, 26

+984

0.00%

Measured Wealth Private Client Group, LLC

974

Mar 31, 26

0.00%

Ulland Investment Advisors, LLC

971

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

962

Mar 31, 26

+54

0.00%

Cheviot Value Management, LLC

876

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

862

Mar 31, 26

+862

0.00%

Paladin Advisory Group, LLC

802

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

786

Mar 31, 26

0.00%

Your Advocates Ltd., LLP

786

Mar 31, 26

0.00%

HM PAYSON & CO

747

Mar 31, 26

+693

0.00%

Financial Connections Group, Inc.

714

Mar 31, 26

0.00%

Friedenthal Financial

705

Mar 31, 26

0.00%

CENTRAL TRUST Co

677

Mar 31, 26

-835

0.00%

Creative Capital Management Investments LLC

669

Mar 31, 26

+94

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

664

Mar 31, 26

0.00%

Anfield Capital Management, LLC

641

Mar 31, 26

+641

0.00%

Fountainhead AM, LLC

628

Mar 31, 26

0.00%

GW&K Investment Management, LLC

618

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

616

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

603

Mar 31, 26

+535

0.00%

First Command Advisory Services, Inc.

602

Mar 31, 26

-587

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

600

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

561

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

559

Mar 31, 26

-45

0.00%

INVESTMENT COUNSEL CO OF NEVADA

532

Mar 31, 26

0.00%

Coston, McIsaac & Partners

528

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

506

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

481

Mar 31, 26

+481

0.00%

True Wealth Design, LLC

474

Mar 31, 26

+474

0.00%

Westside Investment Management, Inc.

454

Mar 31, 26

0.00%

City State Bank

450

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

446

Mar 31, 26

0.00%

HighMark Wealth Management LLC

427

Mar 31, 26

0.00%

Horrell Capital Management, Inc.

390

Mar 31, 26

0.00%

DiNuzzo Private Wealth, Inc.

374

Mar 31, 26

0.00%

Fortitude Family Office, LLC

370

Mar 31, 26

0.00%

West Financial Advisors, LLC

367

Mar 31, 26

+88

0.00%

Colonial Trust Advisors

352

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

319

Mar 31, 26

+113

0.00%

WOLFF WIESE MAGANA LLC

290

Mar 31, 26

0.00%

Archer Investment Corp

282

Mar 31, 26

0.00%

JNBA Financial Advisors

254

Mar 31, 26

-228

0.00%

Western Pacific Wealth Management, LP

246

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

242

Mar 31, 26

0.00%

Community Bank, N.A.

236

Mar 31, 26

+236

0.00%

Quaker Wealth Management, LLC

231

Mar 31, 26

0.00%

Solstein Capital, LLC

220

Mar 31, 26

+110

0.00%

GPWM LLC

214

Mar 31, 26

-28

0.00%

DB Fitzpatrick & Co, Inc

212

Mar 31, 26

+59

0.00%

CALDWELL SUTTER CAPITAL, INC.

204

Mar 31, 26

0.00%

Aberdeen Wealth Management LLC

200

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

194

Mar 31, 26

-5

0.00%

Blume Capital Management, Inc.

180

Mar 31, 26

-176

0.00%

WPG Advisers, LLC

175

Mar 31, 26

+75

0.00%

TOTH FINANCIAL ADVISORY CORP

160

Mar 31, 26

-166

0.00%

Salomon & Ludwin, LLC

151

Mar 31, 26

-15

0.00%

LGT Financial Advisors LLC

146

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

138

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

100

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

Mar 31, 26

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Mar 31, 26

0.00%

Graney & King, LLC

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

+60

0.00%

New Republic Capital, LLC

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

0.00%

Trust Co

Mar 31, 26

+11

0.00%

MJT & Associates Financial Advisory Group, Inc.

Mar 31, 26

0.00%

Oakworth Capital, Inc.

Mar 31, 26

0.00%

Hughes Financial Services, LLC

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

Mar 31, 26

0.00%

Wood Tarver Financial Group, LLC

Mar 31, 26

-10.26K

Eaton Financial Holdings Company, LLC

Mar 31, 26

-13.59K

Presidio Capital Management, LLC

Mar 31, 26

-12.35K

BOKF, NA

Mar 31, 26

-1.86K

IAG Wealth Partners, LLC

Mar 31, 26

-138

Vawter Financial, Ltd.

Mar 31, 26

-9.03K

GK Wealth Management LLC

Mar 31, 26

-54.79K

IMG Wealth Management, Inc.

Mar 31, 26

-809

Westwood Wealth Management

Mar 31, 26

-26.74K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.24K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-176.12K

Inlight Wealth Management, LLC

Mar 31, 26

-3.13K

Golden Reserve Retirement LLC

Mar 31, 26

-48.93K

Ellevest, Inc.

Mar 31, 26

-8.52K

Quadrature Capital Ltd

Mar 31, 26

-72.98K

PLANWISER FINANCIAL, LLC

Mar 31, 26

-47.59K

Strategic Financial Planning, Inc.

Mar 31, 26

-195.10K

JGP Wealth Management, LLC

Mar 31, 26

-8.74K

Coastal Bridge Advisors, LLC

Mar 31, 26

-8.54K

Qube Research & Technologies Ltd

Mar 31, 26

-51.90K

Heritage Wealth Management, Inc.

Mar 31, 26

-10.79K

Jessup Wealth Management, Inc

Mar 31, 26

-358

Federation des caisses Desjardins du Quebec

Mar 31, 26

-7

Park Place Capital Corp

Mar 31, 26

-226

J.W. COLE ADVISORS, INC.

Mar 31, 26

-64.69K

Platform Technology Partners

Mar 31, 26

-9.24K

Concord Wealth Partners

Mar 31, 26

-521

AIMZ Investment Advisors, LLC

Mar 31, 26

-8.33K

Diversify Advisory Services, LLC

Mar 31, 26

-9.75K

SOL Capital Management CO

Mar 31, 26

-19.90K

Delap Wealth Advisory, LLC

Mar 31, 26

-18.68K

BANK HAPOALIM BM

Mar 31, 26

-422.90K

Legacy Wealth Asset Management, LLC

Mar 31, 26

-52.52K

BRIGHTON JONES LLC

Mar 31, 26

-184.27K

Snowden Capital Advisors LLC

Mar 31, 26

-34.80K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-74.12K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-5.78M

IFG Advisory, LLC

Mar 31, 26

-52.80K

Coppell Advisory Solutions LLC

Mar 31, 26

-22.70K

Journey Beyond Wealth, LLC

Mar 31, 26

-11.26K

Squarepoint Ops LLC

Mar 31, 26

-25.83K

Blue Sky Capital Consultants Group, Inc.

Mar 31, 26

-17.10K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-33

Sage Capital Management, LLC

Mar 31, 26

-9.30K

Keystone Wealth Services, LLC

Mar 31, 26

-10.06K

FLP Wealth Management, LLC

Mar 31, 26

-8.74K

ARS Wealth Advisors Group, LLC

Mar 31, 26

-8.40K

Camelot Portfolios, LLC

Mar 31, 26

-60

SageView Advisory Group, LLC

6.61M

Dec 31, 25

-576.83K

0.27%

PURE PORTFOLIOS HOLDINGS LLC

1.14M

Dec 31, 25

+33.54K

0.05%

BUSH INVESTMENT GROUP, LLC

1.04M

Dec 31, 25

+17.19K

0.04%

Main Street Financial Solutions, LLC

975.48K

Dec 31, 25

-21.92K

0.04%

Blue Barn Wealth, LLC

566.92K

Dec 31, 25

-375.20K

0.02%

Nalls Sherbakoff Group, LLC

462.10K

Dec 31, 25

-60.72K

0.02%

Liberty Capital Management, Inc.

218.91K

Dec 31, 25

+11.71K

0.01%

Clearview Wealth Advisors LLC

155.89K

Dec 31, 25

-1.83K

0.01%

COMERICA BANK

151.64K

Dec 31, 25

+13.05K

0.01%

CIBC Private Wealth Group, LLC

123.19K

Dec 31, 25

+18.32K

0.01%

Global Retirement Partners, LLC

112.78K

Dec 31, 25

+10.67K

0.00%

VANGUARD GROUP INC

98.20K

Dec 31, 25

+12.63K

0.00%

MidWestOne Financial Group, Inc.

79.16K

Dec 31, 25

0.00%

FineMark National Bank & Trust

39.47K

Dec 31, 25

-1.01K

0.00%

Vantage Financial Partners, LLC

39.15K

Dec 31, 25

-118

0.00%

NDVR, Inc.

32.68K

Dec 31, 25

-726

0.00%

Oldfather Financial Services, LLC

28.93K

Dec 31, 25

+714

0.00%

Bowman & Co S.C.

28.42K

Dec 31, 25

+254

0.00%

TRUST CO OF VERMONT

25.48K

Dec 31, 25

+15.39K

0.00%

Pandora Wealth, Inc.

11.40K

Dec 31, 25

0.00%

Quent Long Short Global Small Cap Fund, LP

10.86K

Dec 31, 25

+10.86K

0.00%

Austin Private Wealth, LLC

8.97K

Dec 31, 25

0.00%

Northwest Capital Management Inc

8.75K

Dec 31, 25

-46.11K

0.00%

TUCKER ASSET MANAGEMENT LLC

3.60K

Dec 31, 25

-905

0.00%

Litman Gregory Wealth Management LLC

2.19K

Dec 31, 25

+2.19K

0.00%

ORG Partners LLC

852

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

314

Dec 31, 25

0.00%

Stephens Consulting, LLC

178

Dec 31, 25

0.00%

Heritage Wealth Advisors

123

Dec 31, 25

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-13.71K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-11.46K

EWG Elevate Inc.

724.93K

Sep 30, 25

-221.21K

0.03%

MARSHALL FINANCIAL GROUP INC /ADV

635.81K

Sep 30, 25

-1.08K

0.03%

Bristlecone Advisors, LLC

565.34K

Sep 30, 25

-36.93K

0.02%

FIRST NATIONAL CORP /MA/ /ADV

352.77K

Sep 30, 25

+1.90K

0.01%

Kathleen S. Wright Associates Inc.

274.37K

Sep 30, 25

+9.43K

0.01%

PITCAIRN CO

226.35K

Sep 30, 25

-1.69K

0.01%

JFG Wealth Management, LLC

149.81K

Sep 30, 25

-9.21K

0.01%

AHL INVESTMENT MANAGEMENT, INC.

142.92K

Sep 30, 25

-4.71K

0.01%

COUNTRY CLUB BANK /GFN

130.99K

Sep 30, 25

+21.88K

0.01%

AllSquare Wealth Management LLC

102.08K

Sep 30, 25

-300

0.00%

Fortress Wealth Management, Inc.

55.49K

Sep 30, 25

+389

0.00%

Lion Street Advisors, LLC

50.47K

Sep 30, 25

-39.73K

0.00%

Pineridge Advisors LLC

34.03K

Sep 30, 25

+196

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

33.35K

Sep 30, 25

+1.04K

0.00%

WETHERBY ASSET MANAGEMENT INC

27.29K

Sep 30, 25

0.00%

Glenmede Investment Management, LP

26.84K

Sep 30, 25

-1.85K

0.00%

Vishria Bird Financial Group, LLC

24.48K

Sep 30, 25

0.00%

West Oak Capital, LLC

20.13K

Sep 30, 25

-10.44K

0.00%

Lowe Wealth Advisors, LLC

12.63K

Sep 30, 25

+78

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

12.33K

Sep 30, 25

-476

0.00%

Burt Wealth Advisors

12.15K

Sep 30, 25

+2.33K

0.00%

Guerra Advisors Inc

4.50K

Sep 30, 25

+4.50K

0.00%

Accredited Wealth Management, LLC

3.29K

Sep 30, 25

-6.14K

0.00%

Promus Capital, LLC

3.01K

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

1.33K

Sep 30, 25

+1.33K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

400

Sep 30, 25

0.00%

Binnacle Investments Inc

381

Sep 30, 25

0.00%

FSA Wealth Management LLC

379

Sep 30, 25

0.00%

Hemington Wealth Management

312

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-49.96K

PINNACLE FINANCIAL PARTNERS INC

Sep 30, 25

-31.72K

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-392

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

2.01M

Jun 30, 25

-73.23K

0.08%

AVANTAX ADVISORY SERVICES, INC.

1.78M

Jun 30, 25

+27.00K

0.07%

Christopher J. Hasenberg, Inc

1.30M

Jun 30, 25

+1.30M

0.05%

Kings Path Partners LLC

983.07K

Jun 30, 25

+945.65K

0.04%

Congress Wealth Management LLC / DE /

339.67K

Jun 30, 25

+10.21K

0.01%

DOHJ, LLC

326.81K

Jun 30, 25

+291.97K

0.01%

Von Berge Wealth Management Group, LLC

173.49K

Jun 30, 25

-54

0.01%

PrairieView Partners, LLC

125.21K

Jun 30, 25

-330

0.01%

BIP Alliance, LLC

84.75K

Jun 30, 25

-472

0.00%

Blue Investment Partners LLC

65.52K

Jun 30, 25

+65.52K

0.00%

Atria Wealth Solutions, Inc.

36.84K

Jun 30, 25

-1.84K

0.00%

David Wealth Management LLC

35.39K

Jun 30, 25

+9.89K

0.00%

Elios Financial Group Inc.

27.98K

Jun 30, 25

+2.93K

0.00%

Northeast Financial Consultants Inc

25.65K

Jun 30, 25

0.00%

Horan Securities, Inc.

24.86K

Jun 30, 25

+656

0.00%

Jentner Corp

22.28K

Jun 30, 25

-1.25K

0.00%

Family Firm, Inc.

17.92K

Jun 30, 25

+4.16K

0.00%

Bordeaux Wealth Advisors LLC

17.36K

Jun 30, 25

+17.36K

0.00%

Parkside Advisors LLC

12.39K

Jun 30, 25

+12.39K

0.00%

Smith Anglin Financial, LLC

11.90K

Jun 30, 25

+11.90K

0.00%

First Horizon Advisors, Inc.

7.50K

Jun 30, 25

-115

0.00%

Capital A Wealth Management, LLC

1.47K

Jun 30, 25

-14.35K

0.00%

Moser Wealth Advisors, LLC

1.35K

Jun 30, 25

+1.24K

0.00%

Financial Gravity Companies, Inc.

768

Jun 30, 25

+768

0.00%

Iron Horse Wealth Management, LLC

412

Jun 30, 25

0.00%

Callan Capital, LLC

3.90M

Mar 31, 25

-4.88K

0.16%

Wade Financial Advisory, Inc

254.80K

Mar 31, 25

-7.33K

0.01%

Orion Portfolio Solutions, LLC

139.64K

Mar 31, 25

+3.29K

0.01%

Horan Capital Advisors, LLC.

101.35K

Mar 31, 25

+5.08K

0.00%

Transform Wealth, LLC

98.21K

Mar 31, 25

-3.42K

0.00%

Rappaport Reiches Capital Management, LLC

89.74K

Mar 31, 25

+2.27K

0.00%

Safeguard Financial, LLC

57.55K

Mar 31, 25

-1.42K

0.00%

Delta Financial Group, Inc.

39.49K

Mar 31, 25

+2.90K

0.00%

Coordinated Financial Services, Inc./CO

38.36K

Mar 31, 25

+38.36K

0.00%

Marcum Wealth, LLC

31.91K

Mar 31, 25

+31.91K

0.00%

Michael A. Dubis Financial Planning, LLC

26.59K

Mar 31, 25

0.00%

Sabal Trust CO

20.08K

Mar 31, 25

0.00%

Vista Wealth Management Group, LLC

18.85K

Mar 31, 25

0.00%

Sandy Spring Bank

18.69K

Mar 31, 25

+437

0.00%

CAROLINAS WEALTH CONSULTING LLC

8.34K

Mar 31, 25

+75

0.00%

Lindbrook Capital, LLC

3.84K

Mar 31, 25

+530

0.00%

LAKE STREET ADVISORS GROUP, LLC

2.49M

Dec 31, 24

+1.14M

0.10%

Buckingham Capital Management, Inc.

863.56K

Dec 31, 24

+425.47K

0.04%

TAP Consulting, LLC

123.96K

Dec 31, 24

+63.74K

0.01%

Kades & Cheifetz LLC

118.04K

Dec 31, 24

+58.13K

0.00%

RE Dickinson Investment Advisors, LLC

90.10K

Dec 31, 24

+45.23K

0.00%

Cassady Schiller Wealth Management, LLC

75.27K

Dec 31, 24

+37.65K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

49.56K

Dec 31, 24

+25.57K

0.00%

Merriman Wealth Management, LLC

33.56K

Dec 31, 24

+16.58K

0.00%

Quantitative Strategies, Inc.

25.66K

Dec 31, 24

+25.66K

0.00%

Madison Investment Advisors, LLC

25.14K

Dec 31, 24

+25.14K

0.00%

Carlson Capital Management

20.81K

Dec 31, 24

+9.84K

0.00%

SignalPoint Asset Management, LLC

10.46K

Dec 31, 24

+5.52K

0.00%

WR Wealth Planners, LLC

1.53K

Dec 31, 24

+781

0.00%

Bray Capital Advisors

760

Dec 31, 24

+380

0.00%

AlphaMark Advisors, LLC

287

Dec 31, 24

+144

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-1.97K

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-597

Raymond James Financial Services Advisors, Inc.

960.16K

Sep 30, 24

+522.67K

0.04%

NORTHWEST INVESTMENT COUNSELORS, LLC

624.13K

Sep 30, 24

+6.26K

0.03%

RAYMOND JAMES & ASSOCIATES

312.53K

Sep 30, 24

+33.12K

0.01%

Carmichael Hill & Associates, Inc.

113.99K

Sep 30, 24

+6.33K

0.00%

Diversified, LLC

82.78K

Sep 30, 24

+6.99K

0.00%

Axiom Advisory, LLC

80.51K

Sep 30, 24

+2.00K

0.00%

Waypoint Capital Advisors, LLC

70.17K

Sep 30, 24

-1.39K

0.00%

Garrison Asset Management, LLC

51.69K

Sep 30, 24

-918

0.00%

First Trust Direct Indexing L.P.

14.67K

Sep 30, 24

+14.67K

0.00%

Pegasus Partners Ltd.

7.34K

Sep 30, 24

0.00%

RAYMOND JAMES TRUST N.A.

6.34K

Sep 30, 24

+6.34K

0.00%

New Potomac Partners, LLC

1.82K

Sep 30, 24

+1.82K

0.00%

First Personal Financial Services

1.51K

Sep 30, 24

+1.51K

0.00%

Annapolis Financial Services, LLC

534

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

281

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

130

Sep 30, 24

+130

0.00%

SpiderRock Advisors, LLC

Sep 30, 24

-7.14K

BENJAMIN F. EDWARDS & COMPANY, INC.

1.91M

Jun 30, 24

-49.17K

0.08%

BUCKINGHAM STRATEGIC WEALTH, LLC

311.57K

Jun 30, 24

-5.67K

0.01%

HoyleCohen, LLC

216.13K

Jun 30, 24

-4.18K

0.01%

Abbrea Capital, LLC

137.43K

Jun 30, 24

+138

0.01%

Custom Portfolio Group LLC

15.30K

Jun 30, 24

0.00%

Private Ocean, LLC

11.74K

Jun 30, 24

+71

0.00%

Spotlight Asset Group, Inc.

5.70K

Jun 30, 24

0.00%

BlackRock Inc.

1.43K

Jun 30, 24

-173

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.52K

Charles Schwab Investment Advisory, Inc.

76.32M

Mar 31, 24

+1.94M

3.16%

Connectus Wealth, LLC

356.60K

Mar 31, 24

+36.22K

0.01%

Cetera Advisors LLC

318.37K

Mar 31, 24

+53.72K

0.01%

Financial Advisory Group

304.11K

Mar 31, 24

-17.44K

0.01%

Cetera Advisor Networks LLC

160.43K

Mar 31, 24

+26.46K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

134.27K

Mar 31, 24

-2.26K

0.01%

Retirement Group, LLC

24.21K

Mar 31, 24

-16

0.00%

Coppell Advisory Solutions Corp.

22.93K

Mar 31, 24

+22.93K

0.00%

Crestone Asset Management LLC

15.90K

Mar 31, 24

0.00%

Grey Street Capital, LLC

14.64K

Mar 31, 24

+14.64K

0.00%

FirstPurpose Wealth LLC

11.56K

Mar 31, 24

+1.07K

0.00%

InterOcean Capital Group, LLC

8.58K

Mar 31, 24

-3.63K

0.00%

CAMBRIDGE TRUST CO

200

Mar 31, 24

+200

0.00%

Highlander Capital Management, LLC

Mar 31, 24

0.00%

Curi Wealth Management, LLC

533.69K

Dec 31, 23

+27.47K

0.02%

Traverso Chambers Private Wealth Management, LLC

492.28K

Dec 31, 23

+14.91K

0.02%

Rainsberger Wealth Advisors, Inc.

306.34K

Dec 31, 23

+4.16K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

203.80K

Dec 31, 23

+203.80K

0.01%

Bartlett & Co. LLC

183.84K

Dec 31, 23

+2.28K

0.01%

Ledge Wealth Management, Inc.

89.10K

Dec 31, 23

-1.23K

0.00%

Simplicity Solutions, LLC

78.59K

Dec 31, 23

-200

0.00%

Landmark Financial Advisors, LLC

39.88K

Dec 31, 23

-1.61K

0.00%

WADE G W & INC

29.44K

Dec 31, 23

+6.76K

0.00%

Resource Planning Group

19.54K

Dec 31, 23

-3.06K

0.00%

Rollins Financial

9.10K

Dec 31, 23

-148

0.00%

SevenOneSeven Capital Management

5.33K

Dec 31, 23

-82.40K

0.00%

Baystate Wealth Management LLC

2.49K

Dec 31, 23

+1.09K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

1.66K

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

837.58K

Sep 30, 23

+6.85K

0.03%

COLONY GROUP LLC

91.74K

Sep 30, 23

+7.69K

0.00%

Trellis Advisors, LLC

69.41K

Sep 30, 23

-13

0.00%

FREEDOM WEALTH ALLIANCE, LLC

33.54K

Sep 30, 23

-1.87K

0.00%

PRW Wealth Management LLC

33.54K

Sep 30, 23

-54.98K

0.00%

Sutton Wealth Advisors Inc.

12.58K

Sep 30, 23

-2.68K

0.00%

Column Capital Advisors, LLC

12.18K

Sep 30, 23

0.00%

TimeScale Financial, Inc.

2.52M

Jun 30, 23

+2.19K

0.10%

AJ WEALTH STRATEGIES, LLC

1.72M

Jun 30, 23

-637.91K

0.07%

BerganKDV Wealth Management, LLC

1.57M

Jun 30, 23

-27.66K

0.06%

Financial Architects, Inc

270.89K

Jun 30, 23

+1.64K

0.01%

Carlsbad Wealth Advisory Group, Inc.

137.24K

Jun 30, 23

+137.24K

0.01%

Relaxing Retirement Coach

35.16K

Jun 30, 23

-441

0.00%

Kistler-Tiffany Companies, LLC

30.27K

Jun 30, 23

+30.27K

0.00%

TIAA, FSB

13.11K

Jun 30, 23

+653

0.00%

Intercontinental Wealth Advisors, LLC

7.06K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

4.69K

Jun 30, 23

+10

0.00%

Vigilant Capital Management, LLC

2.90K

Jun 30, 23

+675

0.00%

Endurance Wealth Management, Inc.

805

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

465

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-6.78K

LeJeune Puetz Investment Counsel LLC

145.11K

Mar 31, 23

+4.32K

0.01%

Baldrige Asset Management LLC

108.25K

Mar 31, 23

+798

0.00%

Parsec Financial Management, Inc.

12.28K

Mar 31, 23

-53

0.00%

Southern Wealth Management, LLP

10.46K

Mar 31, 23

+656

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

5.50K

Mar 31, 23

-1.24K

0.00%

Clear Perspectives Financial Planning, LLC

920

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

118

Mar 31, 23

+118

0.00%

Personal Capital Advisors Corp

71.32M

Dec 31, 22

+394.68K

2.96%

Sargent Bickham Lagudis LLC

617.35K

Dec 31, 22

+98.72K

0.03%

Burleson & Company, LLC

356.98K

Dec 31, 22

0.01%

BANK OF THE WEST

134.59K

Dec 31, 22

+28.42K

0.01%

ZEKE CAPITAL ADVISORS, LLC

29.61K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

22.14K

Dec 31, 22

+1.39K

0.00%

GOFEN & GLOSSBERG LLC /IL/

16.57K

Dec 31, 22

-26

0.00%

Laurel Wealth Advisors, Inc.

11.24K

Dec 31, 22

-28

0.00%

Sanford Advisory Services, LLC

10.47K

Dec 31, 22

+1.59K

0.00%

Newman & Schimel, LLC

9.26K

Dec 31, 22

-4.60K

0.00%

Red Cedar Capital, LLC

6.97K

Dec 31, 22

0.00%

Capital Directions Investment Advisors, LLC

2.91K

Dec 31, 22

+2.91K

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-62

REGENTATLANTIC CAPITAL LLC

10.97M

Sep 30, 22

-46.90K

0.45%

Highland Private Wealth Management

268.42K

Sep 30, 22

0.01%

MUFG Americas Holdings Corp

247.66K

Sep 30, 22

+4.02K

0.01%

55I, LLC

112.97K

Sep 30, 22

-618.18K

0.00%

SIENA CAPITAL LLC

93.20K

Sep 30, 22

-577

0.00%

Radnor Financial Advisors, LLC

62.88K

Sep 30, 22

+10.46K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

54.06K

Sep 30, 22

+2.48K

0.00%

EATON VANCE MANAGEMENT

47.61K

Sep 30, 22

-12.22K

0.00%

DRW SECURITIES, L.L.C.

43.47K

Sep 30, 22

+43.47K

0.00%

Blooom, Inc.

36.23K

Sep 30, 22

-1.13K

0.00%

Portfolio Solutions, LLC

35.60K

Sep 30, 22

-5.09K

0.00%

Bowling Portfolio Management LLC

26.55K

Sep 30, 22

+67

0.00%

American Portfolios Advisors

16.79K

Sep 30, 22

+1.07K

0.00%

Eidelman Virant Capital

9.52K

Sep 30, 22

-20

0.00%

BRR OpCo, LLC

7.88K

Sep 30, 22

+7.88K

0.00%

Maryland Capital Management

7.55K

Sep 30, 22

+7.55K

0.00%

Surevest, LLC

4.05K

Sep 30, 22

0.00%

Spectrum Management Group, LLC

Sep 30, 22

0.00%

Bell Rock Capital LLC

Sep 30, 22

-41.56K

Covington Capital Management

Sep 30, 22

-100

Strategic Asset Management, LLC

Sep 30, 22

-83

DIXON HUBARD FEINOUR & BROWN INC/VA

359.08K

Jun 30, 22

+16.23K

0.01%

NTB Financial Corp

65.06K

Jun 30, 22

-60

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

33.36K

Jun 30, 22

+33.36K

0.00%

Frontier Wealth Management LLC

27.63K

Jun 30, 22

-8

0.00%

Cordasco Financial Network

1.10K

Jun 30, 22

+1.10K

0.00%

HC FINANCIAL ADVISORS INC

133

Jun 30, 22

0.00%

SVB Investment Services Inc.

526.40K

Mar 31, 22

-9.21K

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

443.74K

Mar 31, 22

+14.93K

0.02%

Adams Chetwood Wealth Management LLC

329.13K

Mar 31, 22

+2.59K

0.01%

Permit Capital Advisors, LLC

52.13K

Mar 31, 22

+52.13K

0.00%

Livingston Group Asset Management CO (operating as Southport Capital Management)

47.86K

Mar 31, 22

-42.18K

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

14.83K

Mar 31, 22

-147

0.00%

Tatro Capital, LLC

13.17K

Mar 31, 22

-118

0.00%

People's United Financial, Inc.

11.92K

Mar 31, 22

-6.12K

0.00%

Lenox Wealth Advisors, LLC

7.53K

Mar 31, 22

-509

0.00%

KINGS POINT CAPITAL MANAGEMENT

6.24K

Mar 31, 22

-18.21K

0.00%

Barrett Asset Management, LLC

6.22K

Mar 31, 22

-115

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

JBJ Investment Partners, LLC

1.74M

Dec 31, 21

+38.90K

0.07%

Emery Howard Portfolio Management, Inc.

665.00K

Dec 31, 21

+6.64K

0.03%

REILLY FINANCIAL ADVISORS, LLC

55.88K

Dec 31, 21

+683

0.00%

Heritage Way Advisors, LLC

50.93K

Dec 31, 21

+648

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

48.84K

Dec 31, 21

+39.41K

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

18.87K

Dec 31, 21

+18.87K

0.00%

Resource Management, LLC

14.52K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

10.20K

Dec 31, 21

+108

0.00%

Asset Planning Services, Ltd.

9.08K

Dec 31, 21

+198

0.00%

Carroll Financial Associates, Inc.

1.80K

Dec 31, 21

0.00%

Harborview Advisors, LLC

446.29K

Sep 30, 21

+2.53K

0.02%

Pacific Edge Advisors, LLC

338.26K

Sep 30, 21

+14.08K

0.01%

OLD DOMINION CAPITAL MANAGEMENT INC

333.03K

Sep 30, 21

+9.04K

0.01%

Homrich & Berg

262.29K

Sep 30, 21

-3.29K

0.01%

Brouwer & Janachowski, LLC

112.97K

Sep 30, 21

-6.42K

0.00%

QCI ASSET MANAGEMENT INC/NY

85.65K

Sep 30, 21

-532

0.00%

MANAGED ACCOUNT SERVICES INC

59.18K

Sep 30, 21

-3.24K

0.00%

Covenant Multifamily Offices, LLC

36.91K

Sep 30, 21

-705

0.00%

Filbrandt Wealth Management, LLC

29.66K

Sep 30, 21

+287

0.00%

Cardan Capital Partners, LLC

15.19K

Sep 30, 21

+1.65K

0.00%

Hochman Cole Investment Advisors, Inc.

13.42K

Sep 30, 21

-2.71K

0.00%

Ameritas Investment Company, LLC

13.26K

Sep 30, 21

+1.25K

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

12.42K

Sep 30, 21

-1.39K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

11.50K

Sep 30, 21

0.00%

Newport Wealth Strategies, Inc.

8.60K

Sep 30, 21

+1.14K

0.00%

Sonora Investment Management, LLC

2.67K

Sep 30, 21

+1.50K

0.00%

Berman Capital Advisors, LLC

1.60K

Sep 30, 21

0.00%

Financial Consulate Inc.

358.32K

Jun 30, 21

+358.32K

0.01%

Hoover Financial Advisors, Inc.

22.59K

Jun 30, 21

-231

0.00%

Pinnacle Wealth Advisors

16.09K

Jun 30, 21

+16.09K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

8.47K

Jun 30, 21

+130

0.00%

BADGLEY PHELPS & BELL INC

7.72K

Jun 30, 21

0.00%

USCA RIA LLC

5.91K

Jun 30, 21

+5.91K

0.00%

PNC Managed Account Solutions, Inc.

1.74K

Jun 30, 21

+1.74K

0.00%

Pinnacle Advisory Group, Inc.

215.46K

Mar 31, 21

+10.03K

0.01%

Lighthouse Financial Advisors, Inc.

173.01K

Mar 31, 21

-360

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

48.93K

Mar 31, 21

-1.65K

0.00%

Wealthsimple US, Ltd.

45.47K

Mar 31, 21

-2.82K

0.00%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

15.00K

Mar 31, 21

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

471.79K

Dec 31, 20

0.02%

Reby Advisors, LLC

269.35K

Dec 31, 20

+269.35K

0.01%

SVA Wealth Management, LLC

175.82K

Dec 31, 20

-5.61K

0.01%

NewFocus Financial Group, LLC

142.01K

Dec 31, 20

-15.75K

0.01%

BERRY GROUP, LLC

84.36K

Dec 31, 20

0.00%

Beacon Wealthcare, Inc

68.27K

Dec 31, 20

-6.37K

0.00%

OLD MISSION CAPITAL, LLC

51.53K

Dec 31, 20

+51.53K

0.00%

CWH Capital Management, Inc.

10.80K

Dec 31, 20

+463

0.00%

Wealthspire Advisors, L.P.

3.45M

Sep 30, 20

+2.39M

0.14%

KAYS FINANCIAL ADVISORY CORP /ADV

707.69K

Sep 30, 20

-19.70K

0.03%

Stearns Financial Services Group

622.86K

Sep 30, 20

-115.92K

0.03%

Kavar Capital Partners, LLC

341.12K

Sep 30, 20

+2.33K

0.01%

First Allied Advisory Services, Inc.

31.18K

Sep 30, 20

-2.65K

0.00%

Voit & Company, LLC

27.28K

Sep 30, 20

-949

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

14.75K

Sep 30, 20

-3.40K

0.00%

QUANTUM CAPITAL MANAGEMENT

450

Sep 30, 20

0.00%

Secrest Blakey & Associates, LLC

443

Sep 30, 20

0.00%

Independence Advisors, LLC

335

Sep 30, 20

+11

0.00%

Price Wealth, LLC

275

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

Confluence Wealth Management LLC

Sep 30, 20

-189.86K

Argent Wealth Management LLC

561.78K

Jun 30, 20

-51.60K

0.02%

FRONTIER INVESTMENT MGMT CO

541.03K

Jun 30, 20

+22.91K

0.02%

361 CAPITAL LLC

75.60K

Jun 30, 20

+3.62K

0.00%

TRUEWEALTH LLC

55.74K

Jun 30, 20

-12.62K

0.00%

Private Vista, LLC

15.63K

Jun 30, 20

0.00%

Starfire Investment Advisers, Inc.

15.08K

Jun 30, 20

+22

0.00%

InterOcean Capital, LLC

8.22K

Jun 30, 20

-129

0.00%

Maxim Capital Management LLC

7.64K

Jun 30, 20

+7.64K

0.00%

Lenox Wealth Management, Inc.

3.81K

Jun 30, 20

-188

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

Jun 30, 20

-75.00K

Huber Financial Advisors, LLC

261.84K

Mar 31, 20

+128.96K

0.01%

Stratford Consulting, LLC

122.62K

Mar 31, 20

+122.56K

0.01%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

10.75K

Mar 31, 20

-6.92K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

477.25K

Dec 31, 19

-26.73K

0.02%

Quadrant Capital Management, LLC

318.35K

Dec 31, 19

+6.52K

0.01%

Advisor Group, Inc.

211.95K

Dec 31, 19

+10.87K

0.01%

OptiFour Integrated Wealth Management, LLC

128.21K

Dec 31, 19

-5.66K

0.01%

Beacon Pointe Wealth Advisors, LLC

43.87K

Dec 31, 19

-9.64K

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

14.41K

Dec 31, 19

+14.41K

0.00%

Whitnell & Co.

799

Dec 31, 19

+289

0.00%

Glacier Peak Capital LLC

38.48K

Sep 30, 19

-66

0.00%

Guidant Wealth Advisors

37.26K

Sep 30, 19

+24

0.00%

BB&T SECURITIES, LLC

14.83K

Sep 30, 19

+4.26K

0.00%

VALENTINE VENTURES LLC

6.99K

Sep 30, 19

+49

0.00%

SUNTRUST BANKS INC

6.44K

Sep 30, 19

+6.44K

0.00%

MRA Associates USA LLC

1.79K

Sep 30, 19

+552

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

Sep 30, 19

-9.48K

TD Ameritrade Trust Co

1.12M

Mar 31, 19

+6.92K

0.05%

WealthTrust Fairport, LLC

1.01M

Mar 31, 19

-31.61K

0.04%

Live Your Vision, LLC

820.61K

Mar 31, 19

-173.65K

0.03%

HL FINANCIAL SERVICES LLC

63.57K

Mar 31, 19

+36.48K

0.00%

Steinberg Global Asset Management

58.72K

Mar 31, 19

-12.29K

0.00%

INR ADVISORY SERVICES LLC

500

Mar 31, 19

-70

0.00%

Weatherstone Capital Management

Mar 31, 19

-387.90K

Signature Financial Management, Inc.

599.44K

Dec 31, 18

+57.71K

0.02%

Peachtree Investment Advisors, Inc.

574.02K

Dec 31, 18

-2.39K

0.02%

Watermark Asset Management, Inc.

186.37K

Dec 31, 18

+2.31K

0.01%

Opes Advisors Inc

144.11K

Dec 31, 18

+619

0.01%

WEALTHFRONT Corp

28.09M

Sep 30, 18

+467.79K

1.16%

Mariner Wealth Advisors-Cincinnati, LLC

893.11K

Sep 30, 18

+22.38K

0.04%

Vantage Investment Advisors, LLC

123.72K

Sep 30, 18

+40.52K

0.01%

RAND WEALTH, LLC

103.92K

Sep 30, 18

-248

0.00%

Delta Dental Plan of Michigan, Inc.

223.00K

Jun 30, 18

+86.03K

0.01%

ASSET ADVISORS CORP

138.84K

Jun 30, 18

+1.45K

0.01%

Mosaic Financial Partners, Inc.

25.09K

Jun 30, 18

0.00%

Edge Advisors, LLC

9.30K

Jun 30, 18

0.00%

Kabarec Financial Advisors, Ltd.

554

Jun 30, 18

0.00%

GFS Private Wealth, LLC

250.12K

Dec 31, 17

+250.12K

0.01%

440 INVESTMENT GROUP, LLC

20.06K

Dec 31, 17

+4.06K

0.00%

Cornerstone Financial Partners, LLC

12.00K

Dec 31, 17

0.00%

IFC Holdings Incorporated/FL

6.17K

Dec 31, 17

+6.17K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-6.49K

Jacobus Wealth Management, Inc.

29.13K

Sep 30, 17

+22.02K

0.00%

Concert Wealth Management Inc.

16.39K

Sep 30, 17

-9.93K

0.00%

DAVIDSON & GARRARD INC

8.15K

Sep 30, 17

-494

0.00%

Commonwealth Equity Services, Inc

69.10K

Jun 30, 17

+2.60K

0.00%

Geneva Advisors, LLC

13.52K

Jun 30, 17

+232

0.00%

CETERA INVESTMENT MANAGEMENT LLC

11.45K

Jun 30, 17

-1.26K

0.00%

Virtu KCG Holdings LLC

6.50K

Jun 30, 17

-208.31K

0.00%

Kernodle & Katon Asset Management Group, LLC

196.28K

Mar 31, 17

-1.32K

0.01%

Integrated Wealth Management

43.69K

Mar 31, 17

+6.31K

0.00%

VECTOR WEALTH MANAGEMENT, LLC

493.78K

Dec 31, 16

-14.80K

0.02%

Trutina Financial LLC

35.59K

Dec 31, 16

+5.29K

0.00%

MSI Financial Services Inc

34.35K

Dec 31, 16

+4.56K

0.00%

KANALY TRUST CO

690

Dec 31, 16

+690

0.00%

Stanford Investment Group, Inc.

414

Dec 31, 16

+10

0.00%

TMFS HOLDINGS LLC

9.40M

Sep 30, 16

+718.74K

0.39%

ANCORA FAMILY WEALTH ADVISORS, LLC

152.36K

Sep 30, 16

+3.84K

0.01%

MONTAGE INVESTMENTS, LLC

11.00K

Sep 30, 16

0.00%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-1.33K

VSR Financial Services, Inc.

171.02K

Jun 30, 16

-132.05K

0.01%

Gupta Wealth Management LLC

23.27K

Mar 31, 16

+15.58K

0.00%

HHG & Company, LLC

14.88K

Mar 31, 16

+14.88K

0.00%

Carnick & Kubik, LLC

2.17K

Mar 31, 16

+2.17K

0.00%

SMITH HAYES Advisers, Inc

41.47K

Dec 31, 15

-8.52K

0.00%

Taylor, Cottrill LLC

11.34K

Dec 31, 15

+11.34K

0.00%

ASPIRIANT HOLDINGS S3, LLC

8.54K

Dec 31, 15

+8.54K

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-465

FutureAdvisor, Inc.

335.39K

Sep 30, 15

+104.87K

0.01%

Convergent Wealth Advisors

28.16K

Sep 30, 15

-52.78K

0.00%

MID CONTINENT CAPITAL LLC/IL

28.08K

Sep 30, 15

-2.42K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

11.60K

Sep 30, 15

-847

0.00%

MANAGED ACCOUNT ADVISORS LLC

2.92K

Jun 30, 15

+2.92K

0.00%

BOSTON PRIVATE BANK & TRUST CO

102.73K

Mar 31, 15

+868

0.00%

Placemark Investments, Inc.

7.14K

Dec 31, 14

-15.39K

0.00%

FOUNDERS BANK & TRUST

535

Dec 31, 14

0.00%

UBS AG

299.14K

Sep 30, 14

+93.63K

0.01%

RAYNER & HAYNOR

11.16K

Sep 30, 14

+1.20K

0.00%

Long Wharf Investors, Inc.

32.00K

Jun 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

6.94K

Jun 30, 14

+6.94K

0.00%

Jane Street Holding, LLC

235.81K

Dec 31, 13

+171.13K

0.01%

Compass Efficient Model Portfolios, LLC

423

Dec 31, 13

+64

0.00%