Schwab U.S. Large-Cap Growth ETF(SCHG)

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Schwab U.S. Large-Cap Growth ETF(SCHG)

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$35.32—

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SCHG(SCHG)

SCHG

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Holder

Date

Change

% Held

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

121.98M

Jun 30, 26

+78.48M

7.05%

Sixth Street Partners Management Company, L.P.

121.98M

Jun 30, 26

+121.98M

7.05%

ENVESTNET ASSET MANAGEMENT INC

61.78M

Jun 30, 26

-2.68M

3.57%

SEI INVESTMENTS CO

47.66M

Jun 30, 26

+95.45K

2.76%

Financial Engines Advisors L.L.C.

39.21M

Jun 30, 26

+5.11M

2.27%

LPL Financial LLC

38.29M

Jun 30, 26

+1.01M

2.21%

Mariner, LLC

19.31M

Jun 30, 26

-455.59K

1.12%

Cetera Investment Advisers

19.04M

Jun 30, 26

+1.08M

1.10%

ADVISOR GROUP HOLDINGS, INC.

18.40M

Jun 30, 26

+194.98K

1.06%

VANTAGEPOINT INVESTMENT ADVISERS LLC

17.07M

Jun 30, 26

0.99%

RAYMOND JAMES FINANCIAL INC

16.97M

Jun 30, 26

+1.14M

0.98%

AMERIPRISE FINANCIAL INC

16.01M

Jun 30, 26

-413.01K

0.93%

Avantax Planning Partners, Inc.

14.95M

Jun 30, 26

-79.71K

0.86%

Fund Evaluation Group, LLC

14.65M

Jun 30, 26

+3.96M

0.85%

MATHER GROUP, LLC.

13.01M

Jun 30, 26

-30.52M

0.75%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.97M

Jun 30, 26

+822.64K

0.63%

MML INVESTORS SERVICES, LLC

10.84M

Jun 30, 26

+1.77M

0.63%

WELLS FARGO & COMPANY/MN

10.47M

Jun 30, 26

+1.86M

0.61%

MORGAN STANLEY

9.52M

Jun 30, 26

+217.88K

0.55%

McAdam, LLC

8.54M

Jun 30, 26

+1.12M

0.49%

BANK OF AMERICA CORP /DE/

8.45M

Jun 30, 26

-1.56M

0.49%

JPMORGAN CHASE & CO

8.22M

Jun 30, 26

+315.37K

0.48%

Resources Investment Advisors, LLC.

7.78M

Jun 30, 26

+294.00K

0.45%

HighTower Advisors, LLC

7.36M

Jun 30, 26

-1.27M

0.43%

Colony Group, LLC

6.84M

Jun 30, 26

-5.31M

0.40%

Beacon Pointe Advisors, LLC

6.74M

Jun 30, 26

+43.72K

0.39%

MONETA GROUP INVESTMENT ADVISORS LLC

6.66M

Jun 30, 26

+228.66K

0.39%

RMG Wealth Management LLC

5.88M

Jun 30, 26

+461.72K

0.34%

Thrive Wealth Management, LLC

5.43M

Jun 30, 26

+112.81K

0.31%

Clark Capital Management Group, Inc.

4.49M

Jun 30, 26

-125.07K

0.26%

Focus Financial Network, Inc.

4.36M

Jun 30, 26

-370.30K

0.25%

Marquette Asset Management, LLC

4.29M

Jun 30, 26

+26.60K

0.25%

Golden Reserve Retirement LLC

4.25M

Jun 30, 26

+188.31K

0.25%

Cerity Partners LLC

3.90M

Jun 30, 26

+707.01K

0.23%

Krilogy Financial LLC

3.75M

Jun 30, 26

+10.11K

0.22%

HHM Wealth Advisors, LLC

3.73M

Jun 30, 26

+133.08K

0.22%

Waverly Advisors, LLC

3.66M

Jun 30, 26

+144.94K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

3.63M

Jun 30, 26

-69.91K

0.21%

PARK AVENUE SECURITIES LLC

3.49M

Jun 30, 26

+78.48K

0.20%

TRUIST FINANCIAL CORP

3.40M

Jun 30, 26

+225.45K

0.20%

UBS Group AG

3.27M

Jun 30, 26

-5.44K

0.19%

Creative Planning

3.25M

Jun 30, 26

-37.27K

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

3.21M

Jun 30, 26

+176.59K

0.19%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

3.12M

Jun 30, 26

+6.92K

0.18%

Gemmer Asset Management LLC

3.10M

Jun 30, 26

+27.79K

0.18%

Savvy Advisors, Inc.

3.06M

Jun 30, 26

+198.14K

0.18%

Cambridge Investment Research Advisors, Inc.

2.98M

Jun 30, 26

+82.38K

0.17%

Legacy Financial Strategies, LLC

2.94M

Jun 30, 26

+37.70K

0.17%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.90M

Jun 30, 26

-9.01K

0.17%

ROYAL BANK OF CANADA

2.87M

Jun 30, 26

+24.17K

0.17%

Berger Financial Group, Inc

2.84M

Jun 30, 26

+244.74K

0.16%

Kestra Advisory Services, LLC

2.69M

Jun 30, 26

+314.34K

0.16%

ASSETMARK, INC

2.59M

Jun 30, 26

-321.15K

0.15%

ANGELES WEALTH MANAGEMENT, LLC

2.43M

Jun 30, 26

+66.11K

0.14%

Charles Schwab Trust Co

2.31M

Jun 30, 26

+385.75K

0.13%

Integrated Wealth Concepts LLC

2.26M

Jun 30, 26

+634.49K

0.13%

HRC WEALTH MANAGEMENT, LLC

2.24M

Jun 30, 26

-10.71K

0.13%

STIFEL FINANCIAL CORP

2.22M

Jun 30, 26

+119.75K

0.13%

Koshinski Asset Management, Inc.

2.20M

Jun 30, 26

+66.69K

0.13%

Prime Capital Investment Advisors, LLC

2.13M

Jun 30, 26

-55.69K

0.12%

MAI Capital Management

2.10M

Jun 30, 26

-9.84K

0.12%

Atomi Financial Group, Inc.

2.09M

Jun 30, 26

+69.14K

0.12%

EXCHANGE TRADED CONCEPTS, LLC

2.06M

Jun 30, 26

+285.32K

0.12%

Nadler Financial Group, Inc.

2.02M

Jun 30, 26

+58.34K

0.12%

BlueStem Wealth Partners, LLC

1.92M

Jun 30, 26

-835.76K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.89M

Jun 30, 26

+43.07K

0.11%

Belpointe Asset Management LLC

1.89M

Jun 30, 26

+21.12K

0.11%

Kelman-Lazarov, Inc.

1.88M

Jun 30, 26

+11.27K

0.11%

Brio Consultants, LLC

1.88M

Jun 30, 26

+10.37K

0.11%

Bleakley Financial Group, LLC

1.86M

Jun 30, 26

+7.93K

0.11%

Merit Financial Group, LLC

1.82M

Jun 30, 26

+15.10K

0.11%

Pensionmark Financial Group, LLC

1.79M

Jun 30, 26

-8.20K

0.10%

Black Diamond Financial, LLC

1.78M

Jun 30, 26

+520.29K

0.10%

Northern Capital Management, Inc.

1.78M

Jun 30, 26

+18.75K

0.10%

Main Street Financial Solutions, LLC

1.77M

Jun 30, 26

+36.11K

0.10%

Midwest Trust Co

1.76M

Jun 30, 26

-34.83K

0.10%

Midwest Capital Advisors, LLC

1.74M

Jun 30, 26

+448.23K

0.10%

HB Wealth Management, LLC

1.72M

Jun 30, 26

-13.98K

0.10%

LOWE BROCKENBROUGH & CO INC

1.71M

Jun 30, 26

+166.47K

0.10%

XML Financial, LLC

1.68M

Jun 30, 26

+52.22K

0.10%

Schneider Downs Wealth Management Advisors, LP

1.68M

Jun 30, 26

+39.40K

0.10%

Savant Capital, LLC

1.64M

Jun 30, 26

+946.42K

0.09%

JONES FINANCIAL COMPANIES LLLP

1.63M

Jun 30, 26

+226.70K

0.09%

BURKETT FINANCIAL SERVICES, LLC

1.62M

Jun 30, 26

-17.43K

0.09%

Cornerstone Wealth Advisors, Inc.

1.59M

Jun 30, 26

-35.85K

0.09%

CAPTRUST FINANCIAL ADVISORS

1.59M

Jun 30, 26

+175.80K

0.09%

Envestnet Portfolio Solutions, Inc.

1.57M

Jun 30, 26

-155.74K

0.09%

Buckingham Strategic Partners

1.55M

Jun 30, 26

+109.03K

0.09%

Ausdal Financial Partners, Inc.

1.53M

Jun 30, 26

+124.18K

0.09%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

1.52M

Jun 30, 26

+4.59K

0.09%

Tradition Wealth Management, LLC

1.49M

Jun 30, 26

+26.05K

0.09%

GHP Investment Advisors, Inc.

1.47M

Jun 30, 26

+6.54K

0.08%

Triton Wealth Management, PLLC

1.47M

Jun 30, 26

-41.31K

0.08%

Summit Asset Management, LLC

1.43M

Jun 30, 26

-12.28K

0.08%

PRINCIPAL SECURITIES, INC.

1.42M

Jun 30, 26

-57.05K

0.08%

DRAVO BAY LLC

1.41M

Jun 30, 26

+137.28K

0.08%

Goepper Burkhardt LLC

1.41M

Jun 30, 26

+12.46K

0.08%

Visionary Wealth Advisors

1.40M

Jun 30, 26

+35.73K

0.08%

Veery Capital, LLC

1.38M

Jun 30, 26

+31.31K

0.08%

Financial Advisors Network, Inc.

1.35M

Jun 30, 26

+33.75K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

1.30M

Jun 30, 26

-15.19K

0.08%

Facet Wealth, Inc.

1.30M

Jun 30, 26

-36.11K

0.08%

Provident Wealth Management, LLC

1.28M

Jun 30, 26

-7.00K

0.07%

BIP Wealth, LLC

1.28M

Jun 30, 26

-670.26K

0.07%

AQR CAPITAL MANAGEMENT LLC

1.27M

Jun 30, 26

+321.07K

0.07%

Curtis Advisory Group, LLC

1.26M

Jun 30, 26

+64.66K

0.07%

CHOREO, LLC

1.25M

Jun 30, 26

+14.86K

0.07%

Rollins Financial Advisors, LLC

1.25M

Jun 30, 26

-85.02K

0.07%

Mokosak Advisory Group, LLC

1.21M

Jun 30, 26

+15.44K

0.07%

NOVEM GROUP

1.19M

Jun 30, 26

+32.99K

0.07%

Financial Synergies Wealth Advisors, Inc.

1.18M

Jun 30, 26

-59.97K

0.07%

FLC Capital Advisors

1.17M

Jun 30, 26

+22.36K

0.07%

VALLEY NATIONAL ADVISERS INC

1.15M

Jun 30, 26

+86.81K

0.07%

Advisors Capital Management, LLC

1.15M

Jun 30, 26

+170.03K

0.07%

Concurrent Investment Advisors, LLC

1.14M

Jun 30, 26

+162.09K

0.07%

Seneca Financial Advisors LLC

1.11M

Jun 30, 26

+118.82K

0.06%

JOHNSON INVESTMENT COUNSEL INC

1.10M

Jun 30, 26

-5.37K

0.06%

SK Wealth Management, LLC

1.07M

Jun 30, 26

-111.31K

0.06%

EP Wealth Advisors, LLC

1.06M

Jun 30, 26

+351.00K

0.06%

Richardson Capital Management LLC

1.04M

Jun 30, 26

-253

0.06%

CRA Financial Services, LLC

1.04M

Jun 30, 26

+5.83K

0.06%

CERTUITY, LLC

1.04M

Jun 30, 26

+87.72K

0.06%

Fortis Capital Advisors, LLC

1.04M

Jun 30, 26

-7.43K

0.06%

Invst, LLC

1.03M

Jun 30, 26

+32.74K

0.06%

MGO ONE SEVEN LLC

1.02M

Jun 30, 26

+107.51K

0.06%

Milestone Investment Advisors LLC

1.00M

Jun 30, 26

-18.23K

0.06%

CITIGROUP INC

1.00M

Jun 30, 26

+86.89K

0.06%

Garde Capital, Inc.

994.56K

Jun 30, 26

+93.22K

0.06%

Global Retirement Partners, LLC

991.29K

Jun 30, 26

+991.29K

0.06%

Sequoia Financial Advisors, LLC

991.22K

Jun 30, 26

-16.65K

0.06%

Pacific Wealth Strategies Group, Inc.

984.09K

Jun 30, 26

+341.10K

0.06%

Summit Financial, LLC

977.85K

Jun 30, 26

+39.48K

0.06%

VISIONARY HORIZONS, LLC

976.85K

Jun 30, 26

+4.76K

0.06%

Sigma Planning Corp

965.25K

Jun 30, 26

+21.82K

0.06%

THREADGILL FINANCIAL, LLC

959.49K

Jun 30, 26

+606.06K

0.06%

IFP Advisors, Inc

937.75K

Jun 30, 26

-13.74K

0.05%

DONALDSON CAPITAL MANAGEMENT, LLC

937.25K

Jun 30, 26

+88.53K

0.05%

Ignite Planners, LLC

936.08K

Jun 30, 26

+5.15K

0.05%

Ally Invest Advisors Inc.

934.56K

Jun 30, 26

+17.17K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

931.42K

Jun 30, 26

-330.27K

0.05%

BALLAST ADVISORS LLC

916.48K

Jun 30, 26

-51.15K

0.05%

Modera Wealth Management, LLC

907.29K

Jun 30, 26

-24.81K

0.05%

TD PRIVATE CLIENT WEALTH LLC

892.45K

Jun 30, 26

-17.61K

0.05%

Meridian Wealth Management, LLC

889.40K

Jun 30, 26

+13.13K

0.05%

Farther Finance Advisors, LLC

887.03K

Jun 30, 26

+128.92K

0.05%

MISSION WEALTH MANAGEMENT, LP

867.30K

Jun 30, 26

+829.05K

0.05%

Perigon Wealth Management, LLC

865.29K

Jun 30, 26

+15.23K

0.05%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

862.23K

Jun 30, 26

+16.75K

0.05%

Weaver Capital Management LLC

855.53K

Jun 30, 26

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

833.31K

Jun 30, 26

-2.29K

0.05%

Brookstone Capital Management

830.36K

Jun 30, 26

+579.96K

0.05%

Capital Planning LLC

828.43K

Jun 30, 26

-77.91K

0.05%

UNIQUE WEALTH, LLC

826.80K

Jun 30, 26

-106.20K

0.05%

Souders Financial Advisors

818.49K

Jun 30, 26

+131.87K

0.05%

HOWARD FINANCIAL SERVICES, LTD.

816.71K

Jun 30, 26

+103.72K

0.05%

Persium Advisors, LLC

791.11K

Jun 30, 26

-20.13K

0.05%

SkyOak Wealth, LLC

786.39K

Jun 30, 26

+25.86K

0.05%

DAGCO, INC.

780.00K

Jun 30, 26

+45.26K

0.05%

Equitable Holdings, Inc.

777.59K

Jun 30, 26

+50.79K

0.04%

Ethos Financial Group, LLC

776.88K

Jun 30, 26

-88.93K

0.04%

Friday Financial

756.73K

Jun 30, 26

+126.74K

0.04%

SPRENG CAPITAL MANAGEMENT, INC.

752.50K

Jun 30, 26

+4.97K

0.04%

Stratos Wealth Advisors, LLC

749.29K

Jun 30, 26

-8.83K

0.04%

LOWERY THOMAS, LLC

737.51K

Jun 30, 26

+4.74K

0.04%

Vista Private Wealth Partners. LLC

736.55K

Jun 30, 26

-4.83K

0.04%

HARBOUR INVESTMENTS, INC.

734.38K

Jun 30, 26

+30.54K

0.04%

Seek First Inc.

728.15K

Jun 30, 26

-3.94K

0.04%

Harbor Group, Inc.

725.77K

Jun 30, 26

-5.32K

0.04%

WBH ADVISORY INC

725.36K

Jun 30, 26

-16.75K

0.04%

Mutual Advisors, LLC

724.89K

Jun 30, 26

+3.73K

0.04%

Compass Financial Group, INC/SD

707.31K

Jun 30, 26

+125.36K

0.04%

FSM Wealth Advisors, LLC

703.56K

Jun 30, 26

+70.67K

0.04%

Redhawk Wealth Advisors, Inc.

702.64K

Jun 30, 26

+176.63K

0.04%

PACES FERRY WEALTH ADVISORS, LLC

693.96K

Jun 30, 26

+9.44K

0.04%

Compass Advisory Group LLC

692.21K

Jun 30, 26

+11.13K

0.04%

Sanctuary Advisors, LLC

686.96K

Jun 30, 26

-26.05K

0.04%

Brady Martz Wealth Solutions, LLC

681.13K

Jun 30, 26

-3.90K

0.04%

Allegheny Financial Group LTD

678.50K

Jun 30, 26

+10.44K

0.04%

NewEdge Advisors, LLC

668.56K

Jun 30, 26

+26.67K

0.04%

Lido Advisors, LLC

665.08K

Jun 30, 26

-2.45M

0.04%

Quantinno Capital Management LP

662.74K

Jun 30, 26

+142.52K

0.04%

Meriwether Wealth & Planning, LLC

656.76K

Jun 30, 26

+14.80K

0.04%

INVENIO WEALTH PARTNERS LLC

651.60K

Jun 30, 26

-10.61K

0.04%

Paradigm, Strategies in Wealth Management, LLC

649.20K

Jun 30, 26

-5.18K

0.04%

Ackerman Capital Advisors, LLC

649.14K

Jun 30, 26

+4.91K

0.04%

OPPENHEIMER & CO INC

643.38K

Jun 30, 26

+53.13K

0.04%

Private Advisor Group, LLC

639.84K

Jun 30, 26

-273.63K

0.04%

Allworth Financial LP

636.68K

Jun 30, 26

-373.92K

0.04%

LCNB CORP

632.90K

Jun 30, 26

+5.37K

0.04%

B & T Capital Management DBA Alpha Capital Management

632.04K

Jun 30, 26

-16.20K

0.04%

RKL Wealth Management LLC

627.72K

Jun 30, 26

-9.18K

0.04%

Miracle Mile Advisors, LLC

624.73K

Jun 30, 26

-17.02K

0.04%

Code Waechter LLC

611.45K

Jun 30, 26

+18.95K

0.04%

Foundations Investment Advisors, LLC

606.00K

Jun 30, 26

+37.56K

0.04%

Verdence Capital Advisors LLC

601.11K

Jun 30, 26

-55.33K

0.03%

Bogart Wealth, LLC

600.09K

Jun 30, 26

-2.46K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

600.05K

Jun 30, 26

+2.28K

0.03%

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

598.43K

Jun 30, 26

+8.23K

0.03%

FMR LLC

597.02K

Jun 30, 26

+2.85K

0.03%

James J. Burns & Company, LLC

588.42K

Jun 30, 26

-9.11K

0.03%

Whitaker-Myers Wealth Managers, LTD.

579.32K

Jun 30, 26

+6.91K

0.03%

Global Strategic Investment Solutions, LLC

574.41K

Jun 30, 26

-34.25K

0.03%

KICKSTAND VENTURES, LLC.

563.86K

Jun 30, 26

+271.02K

0.03%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

560.49K

Jun 30, 26

+35.45K

0.03%

Keystone Global Partners, LLC

560.29K

Jun 30, 26

+50.52K

0.03%

Weinberger Asset Management, Inc

560.09K

Jun 30, 26

+6.63K

0.03%

Team Financial Group, LLC

557.48K

Jun 30, 26

+40.66K

0.03%

US BANCORP \DE\

552.46K

Jun 30, 26

-314

0.03%

Advisory Services Network, LLC

549.84K

Jun 30, 26

-3.52K

0.03%

USAdvisors Wealth Management, LLC

548.36K

Jun 30, 26

-76.15K

0.03%

CAPITAL WEALTH MANAGEMENT, LLC

547.42K

Jun 30, 26

+14.63K

0.03%

J.W. COLE ADVISORS, INC.

543.70K

Jun 30, 26

+543.70K

0.03%

Strategic Family Wealth Counselors, L.L.C.

540.64K

Jun 30, 26

+13.51K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

539.19K

Jun 30, 26

+92.85K

0.03%

Genesee Capital Advisors, LLC

523.58K

Jun 30, 26

+471.15K

0.03%

Kaizen Financial Strategies

519.60K

Jun 30, 26

-34.79K

0.03%

Atria Investments, Inc

518.23K

Jun 30, 26

-31.14K

0.03%

Aspen Wealth Strategies, LLC

518.03K

Jun 30, 26

+14.36K

0.03%

Skyline Advisors, Inc.

516.80K

Jun 30, 26

-7.34K

0.03%

Curbstone Financial Management Corp

509.60K

Jun 30, 26

-2.66K

0.03%

IFS Advisors, LLC

501.33K

Jun 30, 26

+1.25K

0.03%

Simplicity Wealth,LLC

498.34K

Jun 30, 26

+106.72K

0.03%

SAGE FINANCIAL GROUP INC

495.24K

Jun 30, 26

-6.77K

0.03%

Wealthcare Advisory Partners LLC

493.45K

Jun 30, 26

-4.43K

0.03%

MinichMacGregor Wealth Management, LLC

491.77K

Jun 30, 26

+7.52K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

488.04K

Jun 30, 26

+14.98K

0.03%

One Capital Management, LLC

486.71K

Jun 30, 26

0.03%

Next Level Wealth Planning, LLC

480.42K

Jun 30, 26

+17.94K

0.03%

ProVise Management Group, LLC

479.21K

Jun 30, 26

+1.03K

0.03%

Clay Northam Wealth Management, LLC

479.13K

Jun 30, 26

-4.77K

0.03%

Fiduciary Alliance LLC

473.23K

Jun 30, 26

-125.42K

0.03%

D.A. DAVIDSON & CO.

471.96K

Jun 30, 26

+5.76K

0.03%

DAHRING | CUSMANO LLC

468.15K

Jun 30, 26

+6.67K

0.03%

Blue Rock Wealth Management LLC

463.99K

Jun 30, 26

-9.51K

0.03%

Arista Wealth Management, LLC

460.16K

Jun 30, 26

+138.63K

0.03%

Martel Wealth Advisors Inc

448.04K

Jun 30, 26

-7.40K

0.03%

Chicago Partners Investment Group LLC

447.09K

Jun 30, 26

+63.59K

0.03%

Mainsail Financial Group, LLC

445.97K

Jun 30, 26

+68.51K

0.03%

YHB Investment Advisors, Inc.

443.64K

Jun 30, 26

-16.19K

0.03%

Prosperitas Financial LLC

443.56K

Jun 30, 26

+3.26K

0.03%

Schaeffer Financial LLC

440.21K

Jun 30, 26

+8.08K

0.03%

CVA Family Office, LLC

439.96K

Jun 30, 26

+6.48K

0.03%

Stratos Wealth Partners, LTD.

436.88K

Jun 30, 26

+6.38K

0.03%

Elite Financial, Inc.

435.20K

Jun 30, 26

-4.07K

0.03%

Asset Allocation Strategies LLC

432.56K

Jun 30, 26

+7.35K

0.03%

Kingsview Wealth Management, LLC

432.42K

Jun 30, 26

-14.52K

0.02%

Accel Wealth Management

425.65K

Jun 30, 26

+14.46K

0.02%

GILL CAPITAL PARTNERS, LLC

425.45K

Jun 30, 26

-33.26K

0.02%

BERKSHIRE ASSET MANAGEMENT LLC/PA

425.19K

Jun 30, 26

+312

0.02%

Per Stirling Capital Management, LLC.

422.90K

Jun 30, 26

+21.23K

0.02%

Revolve Wealth Partners, LLC

421.95K

Jun 30, 26

-667

0.02%

AMI INVESTMENT MANAGEMENT INC

419.82K

Jun 30, 26

+43.89K

0.02%

Christensen, King & Associates Investment Services, Inc.

418.77K

Jun 30, 26

-15.83K

0.02%

Vestmark Advisory Solutions, Inc.

417.29K

Jun 30, 26

+291.01K

0.02%

B&D White Capital Company, LLC

415.50K

Jun 30, 26

+126.70K

0.02%

Betterment LLC

415.30K

Jun 30, 26

+35.36K

0.02%

Rockefeller Capital Management L.P.

411.60K

Jun 30, 26

-48.80K

0.02%

Leeward Financial Partners, LLC

411.52K

Jun 30, 26

+8.76K

0.02%

Powers Advisory Group, LLC

407.33K

Jun 30, 26

+24.97K

0.02%

SRS Capital Advisors, Inc.

406.76K

Jun 30, 26

+239.35K

0.02%

AE Wealth Management LLC

406.44K

Jun 30, 26

+12.01K

0.02%

Vista Cima Wealth Management LLC

403.16K

Jun 30, 26

+4.42K

0.02%

HBW Advisory Services LLC

403.08K

Jun 30, 26

+37.76K

0.02%

CERTIOR FINANCIAL GROUP, LLC

400.23K

Jun 30, 26

+28.91K

0.02%

Heritage Wealth Management, Inc. /CA/

389.30K

Jun 30, 26

+9.93K

0.02%

Ameritas Advisory Services, LLC

387.81K

Jun 30, 26

+122.22K

0.02%

PFG Advisors

385.94K

Jun 30, 26

+468

0.02%

TriaGen Wealth Management LLC

377.70K

Jun 30, 26

-52

0.02%

Archford Capital Strategies, LLC

375.55K

Jun 30, 26

+2.95K

0.02%

Ring Mountain Capital, LLC

374.90K

Jun 30, 26

+280

0.02%

Murphy, Middleton, Hinkle & Parker, Inc.

367.68K

Jun 30, 26

+20.93K

0.02%

Certified Advisory Corp

365.71K

Jun 30, 26

+14.01K

0.02%

Schwallier Wealth Management LLC

365.48K

Jun 30, 26

-294.94K

0.02%

Clear Point Advisors Inc.

362.91K

Jun 30, 26

-1.66K

0.02%

McCarthy Asset Management, Inc.

361.55K

Jun 30, 26

+361.55K

0.02%

CALTON & ASSOCIATES, INC.

359.68K

Jun 30, 26

-1.61K

0.02%

REGIMEN WEALTH, LLC

357.56K

Jun 30, 26

+632

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

355.28K

Jun 30, 26

-9.69K

0.02%

Retirement Planning Group

349.90K

Jun 30, 26

-17.34K

0.02%

FLAGSHIP WEALTH ADVISORS, LLC

349.51K

Jun 30, 26

+233.30K

0.02%

FAS Wealth Partners, Inc.

348.04K

Jun 30, 26

-7.39K

0.02%

FIDELIS iM, LLC

345.03K

Jun 30, 26

+24.97K

0.02%

Everhart Financial Group, Inc.

344.74K

Jun 30, 26

-13.40K

0.02%

Fairway Financial, LLC

344.15K

Jun 30, 26

+1.26K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

343.79K

Jun 30, 26

-133.45K

0.02%

MBA Advisors LLC

341.59K

Jun 30, 26

+21.39K

0.02%

MSH Capital Advisors LLC

341.34K

Jun 30, 26

+23.62K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

340.54K

Jun 30, 26

+32.05K

0.02%

Leo H. Evart, Inc.

337.77K

Jun 30, 26

-7.85K

0.02%

Arkadios Wealth Advisors

336.85K

Jun 30, 26

+74.03K

0.02%

GPM Growth Investors, Inc.

335.30K

Jun 30, 26

-60.50K

0.02%

L2 Asset Management, LLC

335.00K

Jun 30, 26

+338

0.02%

FinDec Wealth Services, Inc.

334.53K

Jun 30, 26

-34.76K

0.02%

Valeo Financial Advisors, LLC

333.58K

Jun 30, 26

+890

0.02%

DHJJ Financial Advisors, Ltd.

333.46K

Jun 30, 26

+5.19K

0.02%

May Barnhard Investments LLC

332.97K

Jun 30, 26

-8.10K

0.02%

Rossby Financial, LCC

332.49K

Jun 30, 26

+144.76K

0.02%

GOLDMAN SACHS GROUP INC

328.52K

Jun 30, 26

+179.24K

0.02%

IEQ CAPITAL, LLC

327.26K

Jun 30, 26

+3.05K

0.02%

Acorn Wealth Advisors, LLC

326.94K

Jun 30, 26

+45.45K

0.02%

LVW Advisors, LLC

325.68K

Jun 30, 26

-21.76K

0.02%

BENJAMIN EDWARDS INC

325.02K

Jun 30, 26

+19.75K

0.02%

ARBOR TRUST WEALTH ADVISORS, LLC

324.69K

Jun 30, 26

-8.19K

0.02%

Broadleaf Partners, LLC

324.19K

Jun 30, 26

+10.05K

0.02%

Maridea Wealth Management LLC

322.47K

Jun 30, 26

-24.85K

0.02%

Pathstone Holdings, LLC

320.57K

Jun 30, 26

+187.89K

0.02%

Apex Wealth Management, LLC

319.29K

Jun 30, 26

+159

0.02%

Polianta Ltd

319.20K

Jun 30, 26

+5.90K

0.02%

N.E.W. Advisory Services LLC

318.54K

Jun 30, 26

-2.38K

0.02%

Smartleaf Asset Management LLC

317.63K

Jun 30, 26

0.02%

Apollon Wealth Management, LLC

317.58K

Jun 30, 26

-5.26K

0.02%

Plancorp, LLC

316.20K

Jun 30, 26

+298.09K

0.02%

AMARA FINANCIAL, LLC.

315.46K

Jun 30, 26

-451

0.02%

Truepoint, Inc.

306.93K

Jun 30, 26

-14.18K

0.02%

WARNER FINANCIAL, INC

306.81K

Jun 30, 26

+5.62K

0.02%

Sage Financial Management Group, Inc.

306.19K

Jun 30, 26

-342

0.02%

DAVENPORT & Co LLC

305.85K

Jun 30, 26

-6.58K

0.02%

Royal Fund Management, LLC

304.69K

Jun 30, 26

+1.52K

0.02%

BLB&B Advisors, LLC

302.84K

Jun 30, 26

-12.17K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

300.95K

Jun 30, 26

+268.53K

0.02%

HC Advisors, LLC

299.45K

Jun 30, 26

+12.31K

0.02%

Wilkins Miller Wealth Management, LLC

298.32K

Jun 30, 26

-1.55K

0.02%

CI Private Wealth, LLC

295.02K

Jun 30, 26

-13.38K

0.02%

CAHILL FINANCIAL ADVISORS INC

294.57K

Jun 30, 26

+4.31K

0.02%

New Hampshire Trust

291.38K

Jun 30, 26

+9.06K

0.02%

Affinity Capital Advisors, LLC

288.17K

Jun 30, 26

-591

0.02%

Independent Solutions Wealth Management, LLC

283.97K

Jun 30, 26

-3.32K

0.02%

FIRST NATIONAL BANK SIOUX FALLS

283.85K

Jun 30, 26

0.02%

Peachtree Investment Partners, LLC

282.75K

Jun 30, 26

-6.14K

0.02%

Cresset Asset Management, LLC

280.32K

Jun 30, 26

-3.26K

0.02%

Noble Family Wealth, LLC

278.57K

Jun 30, 26

-3.52K

0.02%

Courage Miller Partners, LLC

276.14K

Jun 30, 26

+620

0.02%

Brinker Capital Investments, LLC

274.39K

Jun 30, 26

-70.00K

0.02%

KEYVANTAGE WEALTH, LLC

272.14K

Jun 30, 26

-5.63K

0.02%

One Charles Private Wealth Services, LLC

271.92K

Jun 30, 26

-3.28K

0.02%

CoreCap Advisors, LLC

271.43K

Jun 30, 26

+363

0.02%

WEALTHEDGE INVESTMENT ADVISORS, LLC

271.05K

Jun 30, 26

+89.78K

0.02%

Beacon Bridge Wealth Partners, LLC

266.77K

Jun 30, 26

+1.17K

0.02%

Fingerlakes Wealth Management, Inc.

262.57K

Jun 30, 26

+16.81K

0.02%

JMG Financial Group, Ltd.

262.21K

Jun 30, 26

+7.39K

0.02%

GW HENSSLER & ASSOCIATES LTD

257.69K

Jun 30, 26

+1.85K

0.01%

Steward Partners Investment Advisory, LLC

256.23K

Jun 30, 26

+46.68K

0.01%

Patriot Financial Group Insurance Agency, LLC

253.97K

Jun 30, 26

-211.91K

0.01%

Cape Investment Advisory, Inc.

252.80K

Jun 30, 26

-2.91K

0.01%

Integrated Investment Consultants, LLC

252.16K

Jun 30, 26

-1.28K

0.01%

Mayfair Advisory Group, LLC

251.13K

Jun 30, 26

+3.77K

0.01%

Csenge Advisory Group

250.60K

Jun 30, 26

+7.74K

0.01%

Bishop & Co Investment Management, LLC

248.19K

Jun 30, 26

-1.09K

0.01%

VILLERE ST DENIS J & CO LLC

247.00K

Jun 30, 26

+247.00K

0.01%

IMA Wealth, Inc.

245.28K

Jun 30, 26

+17.14K

0.01%

Cambridge Advisors Inc.

242.35K

Jun 30, 26

-9.18K

0.01%

BlackRock, Inc.

241.03K

Jun 30, 26

+40.60K

0.01%

Pinnacle Family Advisors, LLC

239.93K

Jun 30, 26

+33.33K

0.01%

Westbourne Investment Advisors, Inc.

238.85K

Jun 30, 26

+3.76K

0.01%

Bank of New York Mellon Corp

237.53K

Jun 30, 26

-92.51K

0.01%

Liberty Capital Management, Inc.

235.16K

Jun 30, 26

+235.16K

0.01%

GSB Wealth Management, LLC

235.07K

Jun 30, 26

-6.15K

0.01%

Institute for Wealth Management, LLC.

234.28K

Jun 30, 26

+7.11K

0.01%

NESTEGG ADVISORS, INC.

232.18K

Jun 30, 26

+14.92K

0.01%

Integrated Advisors Network LLC

231.59K

Jun 30, 26

-33.70K

0.01%

Dynamic Advisor Solutions LLC

230.94K

Jun 30, 26

+56.90K

0.01%

Orgel Wealth Management, LLC

227.88K

Jun 30, 26

+7.30K

0.01%

MADDEN SECURITIES Corp

227.24K

Jun 30, 26

-22.84K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

227.10K

Jun 30, 26

-2.09K

0.01%

Diversify Advisory Services, LLC

227.10K

Jun 30, 26

+216.66K

0.01%

Aptus Capital Advisors, LLC

226.74K

Jun 30, 26

-1.20K

0.01%

Latko Wealth Management, Ltd.

226.20K

Jun 30, 26

-4.86K

0.01%

Claro Advisors LLC

226.01K

Jun 30, 26

+4.91K

0.01%

Snider Financial Group

225.97K

Jun 30, 26

+6.72K

0.01%

D.B. Root & Company, LLC

223.99K

Jun 30, 26

-10.76K

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

223.93K

Jun 30, 26

+11.78K

0.01%

Vise Technologies, Inc.

223.13K

Jun 30, 26

+172.05K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

221.89K

Jun 30, 26

+98.99K

0.01%

Gleason Group, Inc.

221.75K

Jun 30, 26

-3.02K

0.01%

Joseph P. Lucia & Associates, LLC

220.71K

Jun 30, 26

-5.58K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

219.86K

Jun 30, 26

+8.39K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

217.69K

Jun 30, 26

+18.94K

0.01%

RFG Advisory, LLC

209.65K

Jun 30, 26

-25.96K

0.01%

Wealthspire Advisors, LLC

208.72K

Jun 30, 26

+81.97K

0.01%

Newman Dignan & Sheerar, Inc.

208.69K

Jun 30, 26

-7.35K

0.01%

ANCHOR CAPITAL ADVISORS LLC

206.77K

Jun 30, 26

+6.76K

0.01%

Elevation Capital Advisory, LLC

205.60K

Jun 30, 26

+71.23K

0.01%

Game Plan Financial Advisors, LLC

205.52K

Jun 30, 26

-41.15K

0.01%

CreativeOne Wealth, LLC

205.17K

Jun 30, 26

-11.17K

0.01%

Adviser Investments LLC

204.83K

Jun 30, 26

+11.47K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

204.67K

Jun 30, 26

-1.03K

0.01%

JFS WEALTH ADVISORS, LLC

202.78K

Jun 30, 26

-4.23K

0.01%

Guardian Financial Partners, LLC

202.02K

Jun 30, 26

-533

0.01%

Almanack Investment Partners, LLC.

201.78K

Jun 30, 26

-248.63K

0.01%

Clearstead Advisors, LLC

199.78K

Jun 30, 26

+4.32K

0.01%

Regal Investment Advisors LLC

198.87K

Jun 30, 26

+18.03K

0.01%

SeaCrest Wealth Management, LLC

197.79K

Jun 30, 26

-339.50K

0.01%

MENORA MIVTACHIM HOLDINGS LTD.

196.93K

Jun 30, 26

0.01%

Keudell/Morrison Wealth Management

196.78K

Jun 30, 26

+5.04K

0.01%

GeoWealth Management, LLC

195.13K

Jun 30, 26

+56.98K

0.01%

Johnson Financial Group, LLC

194.29K

Jun 30, 26

+2.50K

0.01%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

191.61K

Jun 30, 26

+545

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

189.74K

Jun 30, 26

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

187.66K

Jun 30, 26

-2.97K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

187.33K

Jun 30, 26

+24.68K

0.01%

Baird Financial Group, Inc.

186.85K

Jun 30, 26

+3.02K

0.01%

Pallas Capital Advisors LLC

186.30K

Jun 30, 26

+58.88K

0.01%

OneAscent Financial Services LLC

186.28K

Jun 30, 26

+7.12K

0.01%

Chesapeake Wealth Management

185.70K

Jun 30, 26

+1.13K

0.01%

CENTAURUS FINANCIAL, INC.

184.31K

Jun 30, 26

+2.72K

0.01%

Legacy Wealth Managment, LLC/ID

184.09K

Jun 30, 26

+184.09K

0.01%

Madden Advisory Services, Inc.

183.32K

Jun 30, 26

-1.35K

0.01%

Fermata Advisors, LLC

182.81K

Jun 30, 26

+13.94K

0.01%

MRWM Advisors, LLC

181.87K

Jun 30, 26

+3.69K

0.01%

Spectrum Asset Management, Inc. (NB/CA)

181.12K

Jun 30, 26

+6.70K

0.01%

Geneos Wealth Management Inc.

179.54K

Jun 30, 26

+10.58K

0.01%

FIFTH THIRD SECURITIES, INC.

179.06K

Jun 30, 26

-3.67K

0.01%

Gladstone Institutional Advisory LLC

177.27K

Jun 30, 26

+27.74K

0.01%

Western Wealth Management, LLC

177.13K

Jun 30, 26

-77.79K

0.01%

Trek Financial, LLC

177.07K

Jun 30, 26

+3.16K

0.01%

NFP Retirement, Inc.

176.79K

Jun 30, 26

-10.18K

0.01%

PANORAMIC INVESTMENT ADVISORS, LLC

175.97K

Jun 30, 26

-2.34K

0.01%

Steele Capital Management, Inc.

175.47K

Jun 30, 26

-858

0.01%

D. E. Shaw & Co., Inc.

173.70K

Jun 30, 26

+173.70K

0.01%

Dakota Wealth Management

173.66K

Jun 30, 26

-393

0.01%

Quotient Wealth Partners, LLC

172.81K

Jun 30, 26

-7.04K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

171.77K

Jun 30, 26

+1.41K

0.01%

Perissos Private Wealth Management, LLC

171.48K

Jun 30, 26

+3.82K

0.01%

Janney Montgomery Scott LLC

171.41K

Jun 30, 26

-248

0.01%

SMITH, MOORE & CO.

171.08K

Jun 30, 26

-40.39K

0.01%

Burns Matteson Capital Management, LLC

170.94K

Jun 30, 26

-1.75K

0.01%

Long Island Wealth Management, Inc.

170.59K

Jun 30, 26

-51

0.01%

Harbor Asset Planning, Inc.

170.47K

Jun 30, 26

-107

0.01%

HRT FINANCIAL LP

170.30K

Jun 30, 26

+73.19K

0.01%

MONEY CONCEPTS CAPITAL CORP

169.26K

Jun 30, 26

-2.36K

0.01%

NORTHERN TRUST CORP

168.94K

Jun 30, 26

+2.46K

0.01%

Uniting Wealth Partners, LLC

168.88K

Jun 30, 26

-9.87K

0.01%

HENGEHOLD CAPITAL MANAGEMENT LLC

166.91K

Jun 30, 26

-2.43K

0.01%

MILESTONE ASSET MANAGEMENT, LLC

166.90K

Jun 30, 26

+34.83K

0.01%

Wealthfront Advisers LLC

166.12K

Jun 30, 26

-4.93K

0.01%

Tower Research Capital LLC (TRC)

163.50K

Jun 30, 26

+158.14K

0.01%

RFG - Bristol Wealth Advisors, LLC

162.77K

Jun 30, 26

+2.24K

0.01%

Brand Asset Management Group, Inc.

162.54K

Jun 30, 26

+4.95K

0.01%

SAGESPRING WEALTH PARTNERS, LLC

161.45K

Jun 30, 26

+135.22K

0.01%

Bigelow Investment Advisors, LLC

161.43K

Jun 30, 26

+3.30K

0.01%

Nabity-Jensen Investment Management Inc

161.34K

Jun 30, 26

-32

0.01%

Cooper Financial Group

160.22K

Jun 30, 26

+3.19K

0.01%

BANK OF MONTREAL /CAN/

159.29K

Jun 30, 26

+4.28K

0.01%

Eagle Capital Management, LLC

158.78K

Jun 30, 26

+4.62K

0.01%

BROWN WEALTH MANAGEMENT, LLC

158.48K

Jun 30, 26

-2.50K

0.01%

WESBANCO BANK INC

158.45K

Jun 30, 26

-2.38K

0.01%

Milestone Asset Management Group, LLC

154.87K

Jun 30, 26

-174

0.01%

Boyd Wealth Management, LLC

153.36K

Jun 30, 26

-2.02K

0.01%

Strategic Blueprint, LLC

153.17K

Jun 30, 26

+15.69K

0.01%

KPP Advisory Services LLC

153.15K

Jun 30, 26

+8.52K

0.01%

LongView Wealth Management

153.02K

Jun 30, 26

+10.26K

0.01%

HCR Wealth Advisors

152.85K

Jun 30, 26

+799

0.01%

Asset Dedication, LLC

152.29K

Jun 30, 26

+9.48K

0.01%

HALL CAPITAL MANAGEMENT CO INC

152.11K

Jun 30, 26

+137.91K

0.01%

RTD Financial Advisors, Inc.

151.85K

Jun 30, 26

-1.19K

0.01%

Winthrop Capital Management, LLC

150.86K

Jun 30, 26

-3.73K

0.01%

ARCADIA INVESTMENT ADVISORS LLC

150.65K

Jun 30, 26

-1.67K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

150.12K

Jun 30, 26

-54.92K

0.01%

BridgePort Financial Solutions, LLC

149.57K

Jun 30, 26

-611

0.01%

Forefront Wealth Partners, LLC

148.90K

Jun 30, 26

+15.78K

0.01%

Waterford Advisors, LLC

147.64K

Jun 30, 26

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

147.13K

Jun 30, 26

+1.78K

0.01%

Sightline Wealth Advisors, LLC

147.12K

Jun 30, 26

+24.77K

0.01%

B. Riley Wealth Advisors, Inc.

146.69K

Jun 30, 26

+22.37K

0.01%

Cassaday & Co Wealth Management LLC

145.14K

Jun 30, 26

+1.07K

0.01%

Diversified Enterprises, LLC

144.37K

Jun 30, 26

-4.35K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

144.28K

Jun 30, 26

+76.18K

0.01%

Barden Capital Management, Inc.

143.77K

Jun 30, 26

+1.54K

0.01%

TWO SIGMA INVESTMENTS, LP

143.02K

Jun 30, 26

-1.36M

0.01%

Midwest Financial Group LLC

142.54K

Jun 30, 26

+5.41K

0.01%

SILVER OAK SECURITIES, INCORPORATED

142.28K

Jun 30, 26

-35.54K

0.01%

Murphy & Mullick Capital Management Corp

141.78K

Jun 30, 26

+7.55K

0.01%

IHT Wealth Management, LLC

141.54K

Jun 30, 26

-33.54K

0.01%

BLAIR WILLIAM & CO/IL

140.83K

Jun 30, 26

-9.20K

0.01%

Advance Capital Management, Inc.

139.27K

Jun 30, 26

-1.25M

0.01%

Cornerstone Planning Group LLC

138.79K

Jun 30, 26

+6.70K

0.01%

CENTRAL TRUST Co

138.30K

Jun 30, 26

+297

0.01%

Heirloom Wealth Management

137.97K

Jun 30, 26

+7.11K

0.01%

Columbus Macro, LLC

137.79K

Jun 30, 26

+31.38K

0.01%

BRANDYWINE OAK PRIVATE WEALTH LLC

137.64K

Jun 30, 26

+3.66K

0.01%

FAGAN ASSOCIATES, INC.

136.86K

Jun 30, 26

-2.14K

0.01%

Advyzon Investment Management, LLC

135.12K

Jun 30, 26

+1.77K

0.01%

RETIREMENT GUYS FORMULA LLC

133.51K

Jun 30, 26

+66.60K

0.01%

Tempus Wealth Planning, LLC

131.51K

Jun 30, 26

+6.47K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

131.30K

Jun 30, 26

+4.71K

0.01%

Madison Wealth Partners, Inc

131.24K

Jun 30, 26

-7.75K

0.01%

NATIXIS ADVISORS, L.P.

131.16K

Jun 30, 26

+22.33K

0.01%

RMB Capital Management, LLC

130.74K

Jun 30, 26

+23.81K

0.01%

SAX WEALTH ADVISORS, LLC

129.99K

Jun 30, 26

+104.23K

0.01%

KANE INVESTMENT MANAGEMENT, INC.

129.80K

Jun 30, 26

-4.91K

0.01%

STALEY CAPITAL ADVISERS INC

129.51K

Jun 30, 26

0.01%

United Advisor Group, LLC

129.39K

Jun 30, 26

-106.79K

0.01%

Dana Investment Advisors, Inc.

128.21K

Jun 30, 26

+3.24K

0.01%

Archer Investment Management, LLC

127.70K

Jun 30, 26

+26.14K

0.01%

Waterloo Capital, L.P.

127.25K

Jun 30, 26

+68.90K

0.01%

Tyche Wealth Partners LLC

126.70K

Jun 30, 26

0.01%

Larson Financial Group LLC

126.30K

Jun 30, 26

+12.59K

0.01%

Veridan Wealth LLC

124.00K

Jun 30, 26

+147

0.01%

GUERRA PAN ADVISORS, LLC

122.98K

Jun 30, 26

-6.06K

0.01%

GenWealth Group, Inc.

122.86K

Jun 30, 26

-151

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

121.86K

Jun 30, 26

+121.86K

0.01%

Summit Financial Wealth Advisors, LLC

121.72K

Jun 30, 26

+11.26K

0.01%

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

121.67K

Jun 30, 26

+13.62K

0.01%

Allen Capital Group, LLC

121.53K

Jun 30, 26

+20.35K

0.01%

Athena Investment Management

119.09K

Jun 30, 26

-10.25K

0.01%

Joseph Group Capital Management

118.70K

Jun 30, 26

-9

0.01%

Texas Yale Capital Corp.

118.53K

Jun 30, 26

0.01%

LifePlan Investment Advisors, Inc.

117.17K

Jun 30, 26

-989

0.01%

BFSG, LLC

116.78K

Jun 30, 26

+988

0.01%

Parallel Advisors, LLC

115.85K

Jun 30, 26

+8.71K

0.01%

Broadview Financial Management, LLC

115.42K

Jun 30, 26

-522

0.01%

Apella Capital, LLC

113.10K

Jun 30, 26

-4.07K

0.01%

Linscomb & Williams, Inc.

112.53K

Jun 30, 26

+563

0.01%

Revisor Wealth Management LLC

112.46K

Jun 30, 26

+3.70K

0.01%

KMG FIDUCIARY PARTNERS, LLC

112.45K

Jun 30, 26

-966

0.01%

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

112.44K

Jun 30, 26

+4.32K

0.01%

AIRE ADVISORS, LLC

111.63K

Jun 30, 26

-8.31K

0.01%

Independent Advisor Alliance

111.52K

Jun 30, 26

-635.74K

0.01%

Russell Investments Group, Ltd.

111.29K

Jun 30, 26

+2.23K

0.01%

Embree Financial Group

110.86K

Jun 30, 26

-26.34K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

110.44K

Jun 30, 26

+14.23K

0.01%

Prospera Financial Services Inc

110.29K

Jun 30, 26

+16.04K

0.01%

Spire Wealth Management

109.08K

Jun 30, 26

+12.91K

0.01%

FC Advisory LLC

108.42K

Jun 30, 26

+2.59K

0.01%

Avestar Capital, LLC

107.02K

Jun 30, 26

-1.49K

0.01%

Wedmont Private Capital

106.49K

Jun 30, 26

+743

0.01%

Elgethun Capital Management

104.95K

Jun 30, 26

0.01%

JAMES INVESTMENT RESEARCH INC

104.87K

Jun 30, 26

+16.53K

0.01%

Oxinas Partners Wealth Management LLC

103.82K

Jun 30, 26

+264

0.01%

JT Stratford LLC

103.47K

Jun 30, 26

+4.98K

0.01%

Avidian Wealth Solutions, LLC

102.23K

Jun 30, 26

-3.85K

0.01%

Towercrest Capital Management

102.08K

Jun 30, 26

-34

0.01%

Alliance Wealth Management Group

102.08K

Jun 30, 26

-34

0.01%

CYPRESS FINANCIAL PLANNING LLC

101.92K

Jun 30, 26

+3.63K

0.01%

Clear Creek Financial Management, LLC

99.98K

Jun 30, 26

+17.03K

0.01%

NWAM LLC

99.43K

Jun 30, 26

+249

0.01%

Moors & Cabot, Inc.

98.43K

Jun 30, 26

0.01%

Avant Capital LLC

97.47K

Jun 30, 26

+296

0.01%

Foster Victor Wealth Advisors, LLC

97.06K

Jun 30, 26

-4.86K

0.01%

Highland Financial Advisors, LLC

96.62K

Jun 30, 26

-9.46K

0.01%

Santori & Peters, Inc.

94.53K

Jun 30, 26

+606

0.01%

Prospect Financial Services LLC

94.23K

Jun 30, 26

+22.40K

0.01%

FORTRESS PRIVATE LEDGER, LLC

94.16K

Jun 30, 26

+784

0.01%

BIRCHBROOK, INC.

94.05K

Jun 30, 26

+1.99K

0.01%

Kohmann Bosshard Financial Services, LLC

94.05K

Jun 30, 26

-1.79K

0.01%

HBK Sorce Advisory LLC

93.67K

Jun 30, 26

+795

0.01%

BG Investment Services, Inc.

92.58K

Jun 30, 26

+6.81K

0.01%

Bensler, LLC

92.55K

Jun 30, 26

-3.14K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

92.44K

Jun 30, 26

+8.96K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

92.27K

Jun 30, 26

-5

0.01%

CONDOR CAPITAL MANAGEMENT

91.40K

Jun 30, 26

-2.42K

0.01%

Scott Capital Advisors, LLC

90.78K

Jun 30, 26

+464

0.01%

WPG Advisers, LLC

89.64K

Jun 30, 26

-156.89K

0.01%

Barnes Wealth Management Group, Inc

88.73K

Jun 30, 26

+118

0.01%

Grandview Asset Management LLC

88.40K

Jun 30, 26

+21.65K

0.01%

Capital CS Group, LLC

86.25K

Jun 30, 26

+62.70K

0.00%

Tactive Advisors, LLC

85.52K

Jun 30, 26

+3.42K

0.00%

Smithfield Trust Co

85.45K

Jun 30, 26

-228

0.00%

LexAurum Advisors, LLC

85.27K

Jun 30, 26

+3.42K

0.00%

TFR Capital, LLC.

85.06K

Jun 30, 26

+2.21K

0.00%

AVITY INVESTMENT MANAGEMENT INC.

85.02K

Jun 30, 26

-60

0.00%

Snowden Capital Advisors LLC

84.30K

Jun 30, 26

+290

0.00%

Werba Rubin Papier Wealth Management

83.10K

Jun 30, 26

-2.44K

0.00%

CRUX WEALTH ADVISORS

83.02K

Jun 30, 26

-353

0.00%

Guardian Asset Advisors, LLC

82.95K

Jun 30, 26

+44.70K

0.00%

Michels Family Financial, LLC

82.86K

Jun 30, 26

+4.08K

0.00%

AlphaCore Capital LLC

82.35K

Jun 30, 26

+2.05K

0.00%

Hurley Capital, LLC

82.20K

Jun 30, 26

-85

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

80.76K

Jun 30, 26

+12.77K

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

80.61K

Jun 30, 26

+79.92K

0.00%

Sage Mountain Advisors LLC

80.44K

Jun 30, 26

-5.62K

0.00%

BECKER CAPITAL MANAGEMENT INC

80.23K

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

79.88K

Jun 30, 26

-2.02K

0.00%

Capital Investment Advisory Services, LLC

78.06K

Jun 30, 26

+3.18K

0.00%

VERUS CAPITAL PARTNERS, LLC

78.01K

Jun 30, 26

+9.73K

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

77.90K

Jun 30, 26

+3.83K

0.00%

Advisory Alpha, LLC

77.00K

Jun 30, 26

-58.09K

0.00%

Cornerstone Wealth Management, LLC

76.41K

Jun 30, 26

+1.27K

0.00%

Old Port Advisors

74.67K

Jun 30, 26

+1.46K

0.00%

Nalls Sherbakoff Group, LLC

74.19K

Jun 30, 26

+55

0.00%

TCG Advisory Services, LLC

73.38K

Jun 30, 26

+31.51K

0.00%

Stewardship Advisors, LLC

73.36K

Jun 30, 26

-1.18K

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

73.23K

Jun 30, 26

+1.14K

0.00%

JANE STREET GROUP, LLC

72.96K

Jun 30, 26

-570.50K

0.00%

BROWN ADVISORY INC

72.86K

Jun 30, 26

+3.45K

0.00%

OLD NATIONAL BANCORP /IN/

72.71K

Jun 30, 26

0.00%

Aspen Grove Capital, LLC

72.63K

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

72.32K

Jun 30, 26

-1.95K

0.00%

WESTBOURNE INVESTMENTS, INC.

71.50K

Jun 30, 26

-8.86K

0.00%

Beaumont Financial Advisors, LLC

71.43K

Jun 30, 26

-635

0.00%

RESTON WEALTH MANAGEMENT LLC

71.19K

Jun 30, 26

-468

0.00%

Apriem Advisors

70.19K

Jun 30, 26

+221

0.00%

Davis Capital Management

70.12K

Jun 30, 26

+5.41K

0.00%

APPLETON PARTNERS INC/MA

69.22K

Jun 30, 26

+198

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

68.90K

Jun 30, 26

+1.94K

0.00%

Chesley Taft & Associates LLC

68.22K

Jun 30, 26

0.00%

Destination Wealth Management

67.94K

Jun 30, 26

-635

0.00%

FIFTH THIRD BANCORP

67.92K

Jun 30, 26

+7.30K

0.00%

Atlas Wealth Partners, LLC

67.75K

Jun 30, 26

-2.36K

0.00%

R. W. Roge & Company, Inc.

67.70K

Jun 30, 26

-638

0.00%

Crescent Sterling, Ltd.

67.55K

Jun 30, 26

-111

0.00%

WEALTHGARDEN F.S. LLC

67.39K

Jun 30, 26

-33.03K

0.00%

Strategic Advisors LLC

67.38K

Jun 30, 26

-6.91K

0.00%

Montis Financial, LLC

67.30K

Jun 30, 26

-597

0.00%

StoneX Group Inc.

67.10K

Jun 30, 26

+15.32K

0.00%

IFG Advisory, LLC

67.02K

Jun 30, 26

+65.41K

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

67.00K

Jun 30, 26

-759

0.00%

COOPER/HAIMS ADVISORS, LLC

66.53K

Jun 30, 26

-1.99K

0.00%

SIGNATUREFD, LLC

66.31K

Jun 30, 26

-696

0.00%

Carnegie Capital Asset Management, LLC

66.24K

Jun 30, 26

+5.63K

0.00%

Transamerica Financial Advisors, Inc.

65.62K

Jun 30, 26

+6.42K

0.00%

Herold Advisors, Inc.

65.48K

Jun 30, 26

+4.80K

0.00%

First County Bank /CT/

65.20K

Jun 30, 26

+3.53K

0.00%

K2 Financial Inc.

64.66K

Jun 30, 26

-1.51K

0.00%

Westmount Partners, LLC

64.11K

Jun 30, 26

-1.44K

0.00%

Quadcap Wealth Management, LLC

64.05K

Jun 30, 26

-2.18K

0.00%

Members Advisory Group LLC

63.77K

Jun 30, 26

-79.06K

0.00%

Pine Valley Investments Ltd Liability Co

63.04K

Jun 30, 26

+5.55K

0.00%

RETIREMENT INCOME SOLUTIONS, INC

62.84K

Jun 30, 26

0.00%

Park Place Capital Corp

62.75K

Jun 30, 26

-567

0.00%

Sentinus, LLC

62.06K

Jun 30, 26

-6.47K

0.00%

AllGen Financial Advisors, Inc.

61.67K

Jun 30, 26

-9.07K

0.00%

Investors Research Corp

61.61K

Jun 30, 26

-787

0.00%

Signet Investment Advisory Group, Inc.

61.29K

Jun 30, 26

+125

0.00%

Paradigm Capital Management, LLC/NV

60.97K

Jun 30, 26

+7.56K

0.00%

Rinkey Investments

60.69K

Jun 30, 26

+377

0.00%

New England Private Wealth Advisors LLC

60.67K

Jun 30, 26

0.00%

Valmark Advisers, Inc.

60.26K

Jun 30, 26

+4.99K

0.00%

Sachetta, LLC

59.91K

Jun 30, 26

-670

0.00%

Indie Asset Partners, LLC

59.86K

Jun 30, 26

-1.70K

0.00%

Sprinkle Financial Consultants LLC

58.63K

Jun 30, 26

+430

0.00%

Accredited Investors Inc.

58.45K

Jun 30, 26

+4.52K

0.00%

BAILARD, INC.

57.85K

Jun 30, 26

0.00%

Nikulski Financial, Inc.

57.39K

Jun 30, 26

-5.18K

0.00%

Yelin Lapidot Holdings Management Ltd.

57.12K

Jun 30, 26

0.00%

Fountainhead AM, LLC

56.85K

Jun 30, 26

-14.96K

0.00%

RDA Financial Network

56.78K

Jun 30, 26

+3.52K

0.00%

Diversified Trust Co

56.46K

Jun 30, 26

0.00%

Segment Wealth Management, LLC

55.99K

Jun 30, 26

+6.74K

0.00%

McKinley Carter Wealth Services, Inc.

55.97K

Jun 30, 26

+1.85K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

55.77K

Jun 30, 26

-1.08K

0.00%

VISTA CAPITAL PARTNERS, INC.

55.72K

Jun 30, 26

+44.55K

0.00%

Capital Advisors Wealth Management, LLC

55.53K

Jun 30, 26

+661

0.00%

Onyx Bridge Wealth Group LLC

55.43K

Jun 30, 26

-4.76K

0.00%

Hershey Financial Advisers, LLC

55.13K

Jun 30, 26

+41.92K

0.00%

Clarity Capital Advisors, LLC

54.98K

Jun 30, 26

+16

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

54.95K

Jun 30, 26

-15.89K

0.00%

STEVENS CAPITAL PARTNERS

54.50K

Jun 30, 26

-919

0.00%

MidAtlantic Capital Management, Inc.

54.29K

Jun 30, 26

-342

0.00%

BLVD Private Wealth, LLC

53.92K

Jun 30, 26

-9.75K

0.00%

Capital Analysts, LLC

53.87K

Jun 30, 26

-126

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

53.70K

Jun 30, 26

+6.59K

0.00%

VestGen Advisors, LLC

53.59K

Jun 30, 26

-43.29K

0.00%

SUMMIT WEALTH GROUP LLC / CO

53.16K

Jun 30, 26

+1.94K

0.00%

FINANCIAL CONSULATE, INC

53.13K

Jun 30, 26

+35

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

53.05K

Jun 30, 26

-8.00K

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

53.02K

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

52.85K

Jun 30, 26

-348

0.00%

Prestige Wealth Management Group LLC

52.81K

Jun 30, 26

-93

0.00%

SIMON QUICK ADVISORS, LLC

52.76K

Jun 30, 26

-4.16K

0.00%

OXFORD FINANCIAL GROUP LTD

52.70K

Jun 30, 26

0.00%

True North Advisors, LLC

51.68K

Jun 30, 26

-84

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

51.56K

Jun 30, 26

+377

0.00%

SageView Advisory Group, LLC

51.24K

Jun 30, 26

-461

0.00%

GREENWOOD GEARHART INC

50.94K

Jun 30, 26

+3.23K

0.00%

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

50.68K

Jun 30, 26

+4.71K

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

50.65K

Jun 30, 26

0.00%

HEADINVEST, LLC

50.44K

Jun 30, 26

+15.92K

0.00%

Ancora Advisors, LLC

50.23K

Jun 30, 26

+960

0.00%

Brookwood Investment Group LLC

50.20K

Jun 30, 26

+961

0.00%

Sowell Financial Services LLC

50.18K

Jun 30, 26

-6.70K

0.00%

BCS Wealth Management

50.16K

Jun 30, 26

+2.24K

0.00%

TUDOR INVESTMENT CORP ET AL

50.07K

Jun 30, 26

-18.80K

0.00%

Optivise Advisory Services LLC

49.92K

Jun 30, 26

+1.15K

0.00%

Keel Point, LLC

49.59K

Jun 30, 26

+5.92K

0.00%

HGK ASSET MANAGEMENT INC

49.47K

Jun 30, 26

0.00%

Keystone Financial Group

49.17K

Jun 30, 26

-1.30K

0.00%

Sculati Wealth Management, LLC

48.94K

Jun 30, 26

-277

0.00%

KLCM Advisors, Inc.

48.83K

Jun 30, 26

+2.24K

0.00%

Empowered Funds, LLC

48.71K

Jun 30, 26

-160

0.00%

Wisconsin Wealth Advisors, LLC

48.63K

Jun 30, 26

+563

0.00%

MFG WEALTH MANAGEMENT, INC.

47.92K

Jun 30, 26

-292

0.00%

Sanibel Captiva Trust Company, Inc.

47.70K

Jun 30, 26

+27.86K

0.00%

Two West Capital Advisors LLC

47.37K

Jun 30, 26

+1.06K

0.00%

Great Waters Wealth Management

46.88K

Jun 30, 26

+2.37K

0.00%

HANCOCK WHITNEY CORP

46.84K

Jun 30, 26

-4.10K

0.00%

First Pacific Financial

46.73K

Jun 30, 26

+1.02K

0.00%

GWN SECURITIES INC.

46.36K

Jun 30, 26

+11.29K

0.00%

Frisch Financial Group, Inc.

46.16K

Jun 30, 26

+25.29K

0.00%

Fort Sheridan Advisors LLC

46.07K

Jun 30, 26

+301

0.00%

Cloud Capital Management, LLC

46.02K

Jun 30, 26

-348

0.00%

Signal Advisors Wealth, LLC

45.77K

Jun 30, 26

+3.27K

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

45.12K

Jun 30, 26

-2.98K

0.00%

Nuveen, LLC

45.06K

Jun 30, 26

+45.06K

0.00%

PETRA FINANCIAL ADVISORS INC

44.95K

Jun 30, 26

+13.06K

0.00%

Mount Yale Investment Advisors, LLC

44.73K

Jun 30, 26

+6.94K

0.00%

Stonebrook Private Inc.

44.61K

Jun 30, 26

+9.53K

0.00%

Millington Financial Advisors, LLC

44.39K

Jun 30, 26

-154

0.00%

WOODMONT INVESTMENT COUNSEL LLC

43.89K

Jun 30, 26

0.00%

Inspire Advisors, LLC

43.69K

Jun 30, 26

-2.31K

0.00%

BOYUM WEALTH ARCHITECTS LLC

43.58K

Jun 30, 26

0.00%

American Trust

43.46K

Jun 30, 26

+3.04K

0.00%

Capital Square, LLC

43.20K

Jun 30, 26

+853

0.00%

Moran Wealth Management, LLC

43.08K

Jun 30, 26

+7.09K

0.00%

TrueWealth Advisors, LLC

42.99K

Jun 30, 26

-96

0.00%

KCM INVESTMENT ADVISORS LLC

42.72K

Jun 30, 26

+2.62K

0.00%

CAPITAL ADVISORS INC/OK

42.39K

Jun 30, 26

-4

0.00%

Robertson Stephens Wealth Management, LLC

42.38K

Jun 30, 26

-7.53K

0.00%

CGN Advisors LLC

42.15K

Jun 30, 26

+574

0.00%

First Western Trust Bank

41.78K

Jun 30, 26

+19.85K

0.00%

COMMERCE BANK

41.63K

Jun 30, 26

-40

0.00%

RITHOLTZ WEALTH MANAGEMENT

41.52K

Jun 30, 26

-34.30K

0.00%

Adams Asset Advisors, LLC

41.32K

Jun 30, 26

-274

0.00%

Gilbert & Cook, Inc.

40.90K

Jun 30, 26

0.00%

MONECO Advisors, LLC

40.89K

Jun 30, 26

+23.85K

0.00%

WealthPLAN Partners, LLC

40.87K

Jun 30, 26

+14.23K

0.00%

Modus Advisors, LLC

40.75K

Jun 30, 26

-370

0.00%

EverSource Wealth Advisors, LLC

40.43K

Jun 30, 26

-9.33K

0.00%

JBR Co Financial Management Inc

40.28K

Jun 30, 26

-11.80K

0.00%

Fisher Asset Management, LLC

40.11K

Jun 30, 26

-18.24K

0.00%

Insight Wealth Partners, LLC

39.60K

Jun 30, 26

-80

0.00%

Strategic Financial Concepts, LLC

39.42K

Jun 30, 26

-2.18K

0.00%

Quartz Partners, LLC

39.02K

Jun 30, 26

+5.95K

0.00%

John W. Brooker & Co., CPAs

38.60K

Jun 30, 26

-9.99K

0.00%

Aprio Wealth Management, LLC

38.55K

Jun 30, 26

-296

0.00%

AdvisorNet Financial, Inc

38.49K

Jun 30, 26

-3.58K

0.00%

Asset Management Group, Inc.

38.40K

Jun 30, 26

+38

0.00%

Systelligence, LLC

38.39K

Jun 30, 26

-471.50K

0.00%

Strategic Investment Solutions, Inc. /IL

38.05K

Jun 30, 26

-2.99K

0.00%

Blue Sky Capital Consultants Group, Inc.

37.93K

Jun 30, 26

+278

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

37.66K

Jun 30, 26

+94

0.00%

Bulwark Capital Corp

37.57K

Jun 30, 26

-2.03K

0.00%

AMERIFLEX GROUP, INC.

37.56K

Jun 30, 26

+8.42K

0.00%

CULLEN/FROST BANKERS, INC.

37.52K

Jun 30, 26

+569

0.00%

Avion Wealth

37.43K

Jun 30, 26

+12.08K

0.00%

Fusion Capital, LLC

37.13K

Jun 30, 26

-761

0.00%

Evercore Wealth Management, LLC

37.12K

Jun 30, 26

0.00%

COLUMBIA ADVISORY PARTNERS LLC

37.11K

Jun 30, 26

+4.47K

0.00%

Prostatis Group LLC

37.05K

Jun 30, 26

-7.19K

0.00%

Paragon Private Wealth Management, LLC

36.99K

Jun 30, 26

-8.52K

0.00%

Cambria Investment Management, L.P.

36.86K

Jun 30, 26

-142

0.00%

Goldstein Advisors, LLC

36.84K

Jun 30, 26

+9.05K

0.00%

Pinion Investment Advisors, LLC

36.74K

Jun 30, 26

+2.59K

0.00%

Continuum Advisory, LLC

36.52K

Jun 30, 26

+3.11K

0.00%

NewEdge Wealth, LLC

36.50K

Jun 30, 26

-1.72K

0.00%

Windsor Advisory Group, LLC

36.47K

Jun 30, 26

-766

0.00%

Evergreen Wealth Solutions, LLC

36.39K

Jun 30, 26

-39.93K

0.00%

Wealth Architects, LLC

36.36K

Jun 30, 26

+4.00K

0.00%

Sunburst Financial Group, LLC

36.26K

Jun 30, 26

-608

0.00%

Blueprint Investment Partners LLC

35.87K

Jun 30, 26

+3.58K

0.00%

Peterson Wealth Advisors, LLC

35.83K

Jun 30, 26

+231

0.00%

COZAD ASSET MANAGEMENT INC

35.81K

Jun 30, 26

0.00%

Kathmere Capital Management, LLC

35.80K

Jun 30, 26

+2.24K

0.00%

WEALTHSPAN PARTNERS, LLC

35.74K

Jun 30, 26

+615

0.00%

Independent Wealth Network Inc.

35.66K

Jun 30, 26

-1.81K

0.00%

WCG Wealth Advisors LLC

35.54K

Jun 30, 26

-6.41K

0.00%

Root Financial Partners, LLC

35.38K

Jun 30, 26

+7.17K

0.00%

Blueprint Financial Advisors LLC

35.24K

Jun 30, 26

+3.58K

0.00%

Symphony Financial, Ltd. Co.

35.21K

Jun 30, 26

+5.40K

0.00%

Sunpointe, LLC

35.17K

Jun 30, 26

-717

0.00%

Summit Trail Advisors, LLC

35.11K

Jun 30, 26

+480

0.00%

SNS Financial Group, LLC

34.77K

Jun 30, 26

+34.77K

0.00%

Beacon Financial Advisory LLC

34.67K

Jun 30, 26

+1.35K

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

34.59K

Jun 30, 26

-623

0.00%

Winthrop Advisory Group LLC

34.58K

Jun 30, 26

+2.44K

0.00%

Aurora Private Wealth, Inc.

34.45K

Jun 30, 26

+420

0.00%

Kovack Advisors, Inc.

34.38K

Jun 30, 26

+884

0.00%

DecisionMap Wealth Management, LLC

34.33K

Jun 30, 26

-579

0.00%

Magnus Financial Group LLC

34.27K

Jun 30, 26

-11.47K

0.00%

Modern Wealth Management, LLC

34.15K

Jun 30, 26

+19.36K

0.00%

STEPHENS INC /AR/

33.93K

Jun 30, 26

+1.63K

0.00%

FINANCIAL LIFE ADVISORS

33.70K

Jun 30, 26

0.00%

UMB Bank, n.a.

33.39K

Jun 30, 26

+4.93K

0.00%

Clearwater Capital Advisors, LLC

33.29K

Jun 30, 26

+8.25K

0.00%

Marotta Asset Management

33.23K

Jun 30, 26

-796

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

33.16K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

32.88K

Jun 30, 26

-3.51K

0.00%

Badgley Phelps Wealth Managers, LLC

32.85K

Jun 30, 26

+141

0.00%

Colorado Capital Management, Inc.

32.66K

Jun 30, 26

+33

0.00%

Hoese & Co LLP

32.62K

Jun 30, 26

-3.66K

0.00%

Elser Financial Planning, Inc

32.28K

Jun 30, 26

+17

0.00%

HOWARD BAILEY SECURITIES, LLC

32.14K

Jun 30, 26

+4.88K

0.00%

ARK & TLK INVESTMENTS, LLC

31.98K

Jun 30, 26

-64

0.00%

PRUDENT INVESTORS NETWORK, INC.

31.94K

Jun 30, 26

+6.34K

0.00%

Planning Center, Inc.

31.76K

Jun 30, 26

+463

0.00%

BEAM WEALTH ADVISORS, INC.

31.72K

Jun 30, 26

-2.15K

0.00%

Missouri Trust & Investment Co

31.71K

Jun 30, 26

-3.32K

0.00%

Fortitude Advisory Group L.L.C.

31.66K

Jun 30, 26

+419

0.00%

EVERETT HARRIS & CO /CA/

31.19K

Jun 30, 26

0.00%

Dorsey & Whitney Trust CO LLC

31.04K

Jun 30, 26

0.00%

RETIREMENT PLANNING GROUP, LLC / NY

30.95K

Jun 30, 26

-1.58K

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

30.80K

Jun 30, 26

-670

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

30.39K

Jun 30, 26

+1.30K

0.00%

HMV Wealth Advisors, LLC

30.34K

Jun 30, 26

+12

0.00%

West Branch Capital LLC

30.29K

Jun 30, 26

+15.41K

0.00%

NorthRock Partners, LLC

30.27K

Jun 30, 26

-3.79K

0.00%

RCS Financial Planning, LLC

30.01K

Jun 30, 26

+10

0.00%

Monument Capital Management

29.83K

Jun 30, 26

+29.83K

0.00%

SevenBridge Financial Group, LLC

29.69K

Jun 30, 26

-1.54K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

29.20K

Jun 30, 26

-78.55K

0.00%

Gs Investments, Inc.

28.68K

Jun 30, 26

+250

0.00%

OMC Financial Services LTD

28.55K

Jun 30, 26

-309

0.00%

VSM Wealth Advisory, LLC

28.53K

Jun 30, 26

+2.07K

0.00%

Maia Wealth LLC

28.45K

Jun 30, 26

+2.86K

0.00%

TCI Wealth Advisors, Inc.

28.45K

Jun 30, 26

-115

0.00%

Hidden Cove Wealth Management, LLC

28.41K

Jun 30, 26

-1.04K

0.00%

Holistic Planning, LLC

28.33K

Jun 30, 26

-3.23K

0.00%

Traynor Capital Management, Inc.

28.07K

Jun 30, 26

-627

0.00%

SCOTIA CAPITAL INC.

28.07K

Jun 30, 26

+2.00K

0.00%

WATERSHED PRIVATE WEALTH LLC

28.02K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

27.95K

Jun 30, 26

-1.03K

0.00%

IMC-Chicago, LLC

27.87K

Jun 30, 26

+16.42K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

27.72K

Jun 30, 26

-2.15K

0.00%

Red Mountain Financial, LLC

27.66K

Jun 30, 26

+3.12K

0.00%

Core Wealth Partners LLC

27.60K

Jun 30, 26

0.00%

CASTLE WEALTH MANAGEMENT LLC

27.51K

Jun 30, 26

-941

0.00%

NorthStar Asset Management LLC /NJ/

27.45K

Jun 30, 26

-195

0.00%

Cornerstone Wealth Group, LLC

27.36K

Jun 30, 26

+278

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

27.36K

Jun 30, 26

-5.76K

0.00%

Pure Financial Advisors, LLC

27.21K

Jun 30, 26

+581

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

27.20K

Jun 30, 26

-511

0.00%

Advocacy Wealth Management Services, LLC

27.13K

Jun 30, 26

-17

0.00%

SpringVest Wealth Management LLC

27.12K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

27.08K

Jun 30, 26

+1.11K

0.00%

Essex LLC

26.96K

Jun 30, 26

-1.77K

0.00%

Precision Wealth Strategies, LLC

26.80K

Jun 30, 26

-28.94K

0.00%

CLEAR INVESTMENT RESEARCH, LLC

26.76K

Jun 30, 26

+43

0.00%

Lakeridge Wealth Management LLC

26.47K

Jun 30, 26

+3.07K

0.00%

ALTFEST L J & CO INC

26.25K

Jun 30, 26

+413

0.00%

ASSOCIATED BANC-CORP

26.19K

Jun 30, 26

+126

0.00%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

26.13K

Jun 30, 26

+17

0.00%

Gerber Kawasaki Wealth & Investment Management

25.92K

Jun 30, 26

+914

0.00%

Zhang Financial LLC

25.86K

Jun 30, 26

+8.71K

0.00%

QRG CAPITAL MANAGEMENT, INC.

25.77K

Jun 30, 26

+12.78K

0.00%

Caprock Group, LLC

25.58K

Jun 30, 26

+4.43K

0.00%

Cadent Capital Advisors, LLC

25.52K

Jun 30, 26

-7.89K

0.00%

Fifth Third Wealth Advisors LLC

25.42K

Jun 30, 26

+396

0.00%

Relyea Zuckerberg Hanson LLC

25.39K

Jun 30, 26

0.00%

Costello Asset Management, INC

25.34K

Jun 30, 26

-37

0.00%

Ruggaard & Associates LLC

25.32K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

25.28K

Jun 30, 26

+23.81K

0.00%

STRATEGIC PLANNING GROUP, LLC

25.22K

Jun 30, 26

-3.12K

0.00%

CX Institutional

25.21K

Jun 30, 26

-218.15K

0.00%

Annex Advisory Services, LLC

24.78K

Jun 30, 26

+919

0.00%

ROFFMAN MILLER ASSOCIATES INC /PA/

24.67K

Jun 30, 26

-806

0.00%

PINNACLE ASSOCIATES LTD

24.53K

Jun 30, 26

-1.01K

0.00%

Eqis Capital Management, Inc.

24.14K

Jun 30, 26

+1.71K

0.00%

TOWNSQUARE CAPITAL LLC

24.07K

Jun 30, 26

+2.06K

0.00%

Granite Bay Wealth Management, LLC

24.02K

Jun 30, 26

+8.99K

0.00%

Sovran Advisors, LLC

23.91K

Jun 30, 26

+59

0.00%

Global Wealth Strategies & Associates

23.88K

Jun 30, 26

-2.17K

0.00%

WEDBUSH SECURITIES INC

23.82K

Jun 30, 26

-9.51K

0.00%

VICTORY FINANCIAL GROUP, LLC

23.80K

Jun 30, 26

-1.08K

0.00%

25 LLC

23.73K

Jun 30, 26

+23.73K

0.00%

Triangle Securities Wealth Management

23.71K

Jun 30, 26

+2.53K

0.00%

Prosperity Consulting Group, LLC

23.56K

Jun 30, 26

+266

0.00%

Members Trust Co

23.49K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

23.34K

Jun 30, 26

0.00%

Soundwatch Capital LLC

23.31K

Jun 30, 26

-2.04K

0.00%

Resolute Advisors LLC

23.30K

Jun 30, 26

+24

0.00%

ETF Store, Inc.

23.29K

Jun 30, 26

+2.98K

0.00%

One Day In July LLC

23.24K

Jun 30, 26

+6.71K

0.00%

Element Wealth, LLC

23.21K

Jun 30, 26

0.00%

Soltis Investment Advisors LLC

23.18K

Jun 30, 26

0.00%

Blackhawk Capital Partners LLC.

23.14K

Jun 30, 26

-2.88K

0.00%

Summit Financial Strategies, Inc.

23.06K

Jun 30, 26

-3.35K

0.00%

CORNERSTONE ENTERPRISES, LLC

23.02K

Jun 30, 26

-584

0.00%

Crescent Grove Advisors, LLC

22.90K

Jun 30, 26

-2.40K

0.00%

MITCHELL SINKLER & STARR/PA

22.88K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

22.80K

Jun 30, 26

+5.94K

0.00%

Forum Financial Management, LP

22.67K

Jun 30, 26

+11

0.00%

Kendall Capital Management

22.67K

Jun 30, 26

+22.67K

0.00%

MBE Wealth Management, LLC

22.65K

Jun 30, 26

+495

0.00%

Intrua Financial, LLC

22.62K

Jun 30, 26

+15.50K

0.00%

HighPoint Advisor Group LLC

22.51K

Jun 30, 26

+1.39K

0.00%

HILLTOP WEALTH ADVISORS, LLC

22.48K

Jun 30, 26

-146

0.00%

Mission Creek Capital Partners, Inc.

22.47K

Jun 30, 26

+1.92K

0.00%

Resurgent Financial Advisors LLC

22.35K

Jun 30, 26

-1.23K

0.00%

Lantern Wealth Advisors, LLC

22.29K

Jun 30, 26

+2.37K

0.00%

ASPIRIANT, LLC

22.27K

Jun 30, 26

+210

0.00%

SYM FINANCIAL Corp

22.12K

Jun 30, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

22.10K

Jun 30, 26

+1.89K

0.00%

HANTZ FINANCIAL SERVICES, INC.

22.08K

Jun 30, 26

+3.31K

0.00%

LifeSteps Financial, Inc.

22.06K

Jun 30, 26

-1.26K

0.00%

One Wealth Management Investment & Advisory Services, LLC

21.92K

Jun 30, 26

-6.37K

0.00%

Fortis Advisors, LLC

21.81K

Jun 30, 26

-2.83K

0.00%

Stone Point Wealth LLC

21.68K

Jun 30, 26

+18

0.00%

SMITH SHELLNUT WILSON LLC /ADV

21.55K

Jun 30, 26

+4.16K

0.00%

Vermillion Wealth Management, Inc.

21.54K

Jun 30, 26

-4.89K

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

21.45K

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

21.30K

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

21.29K

Jun 30, 26

-1.92K

0.00%

Twelve Points Wealth Management LLC

21.28K

Jun 30, 26

-3

0.00%

HARMONY ASSET MANAGEMENT LLC

21.27K

Jun 30, 26

+21.27K

0.00%

HOEY INVESTMENTS, INC

21.09K

Jun 30, 26

-1.16K

0.00%

Ascent Wealth Partners, LLC

20.95K

Jun 30, 26

-7.15K

0.00%

Owen LaRue, LLC

20.93K

Jun 30, 26

0.00%

Alpha Financial Advisors, LLC

20.91K

Jun 30, 26

-602

0.00%

Insight Advisors, LLC/ PA

20.79K

Jun 30, 26

+1.99K

0.00%

Meeder Advisory Services, Inc.

20.76K

Jun 30, 26

-1.33K

0.00%

OneAscent Wealth Management LLC

20.74K

Jun 30, 26

-13.29K

0.00%

American Financial Advisors, LLC

20.64K

Jun 30, 26

-581

0.00%

Princeton Global Asset Management LLC

20.58K

Jun 30, 26

+1.88K

0.00%

Synergy Financial Group, LTD

20.43K

Jun 30, 26

-252

0.00%

WealthCare Investment Partners, LLC

20.40K

Jun 30, 26

-237

0.00%

Safeguard Investment Advisory Group, LLC

20.37K

Jun 30, 26

+1.29K

0.00%

SVB WEALTH LLC

20.32K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

20.31K

Jun 30, 26

+1.77K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

20.22K

Jun 30, 26

+2.98K

0.00%

TOWER BRIDGE ADVISORS

20.13K

Jun 30, 26

+400

0.00%

L. Roy Papp & Associates, LLP

20.01K

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

19.93K

Jun 30, 26

-1.23K

0.00%

BRIGHTON JONES LLC

19.92K

Jun 30, 26

+1.55K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

19.85K

Jun 30, 26

+3.02K

0.00%

Bond & Devick Financial Network, Inc.

19.72K

Jun 30, 26

0.00%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

19.69K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

19.59K

Jun 30, 26

0.00%

Front Row Advisors LLC

19.55K

Jun 30, 26

-1.43K

0.00%

Fulcrum Equity Management

19.50K

Jun 30, 26

+11.02K

0.00%

Ronald Blue Trust, Inc.

19.47K

Jun 30, 26

-229

0.00%

NORDEN GROUP LLC

19.45K

Jun 30, 26

-662

0.00%

PRIVATE TRUST CO NA

19.45K

Jun 30, 26

+6.92K

0.00%

Seneschal Advisors, LLC

19.37K

Jun 30, 26

+656

0.00%

Lutz Financial Services LLC

19.35K

Jun 30, 26

+15

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

19.34K

Jun 30, 26

-402

0.00%

BARLOW WEALTH PARTNERS, INC.

19.28K

Jun 30, 26

+3.74K

0.00%

RBA Wealth Management, LLC

19.24K

Jun 30, 26

-4.67K

0.00%

Smith, Salley & Associates

19.23K

Jun 30, 26

+6.01K

0.00%

Van Hulzen Asset Management, LLC

19.14K

Jun 30, 26

+1.27K

0.00%

Journey Advisory Group, LLC

19.04K

Jun 30, 26

+19.04K

0.00%

Plante Moran Financial Advisors, LLC

19.01K

Jun 30, 26

-8.34K

0.00%

Focused Wealth Management, Inc

18.89K

Jun 30, 26

+57

0.00%

CHAPMAN FINANCIAL GROUP, LLC

18.86K

Jun 30, 26

0.00%

Fortis Capital Management LLC

18.64K

Jun 30, 26

-1.37K

0.00%

White Lighthouse Investment Management Inc.

18.63K

Jun 30, 26

-667

0.00%

VALICENTI ADVISORY SERVICES INC

18.56K

Jun 30, 26

-252

0.00%

Ashton Thomas Private Wealth, LLC

18.55K

Jun 30, 26

-5.12K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

18.54K

Jun 30, 26

0.00%

Baring Financial LLC

18.45K

Jun 30, 26

-2.61K

0.00%

CABOT WEALTH MANAGEMENT INC

18.43K

Jun 30, 26

+207

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

18.35K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

18.23K

Jun 30, 26

+73

0.00%

Wealth Advisory Team LLC

18.18K

Jun 30, 26

+18.18K

0.00%

Global Assets Advisory, LLC

18.09K

Jun 30, 26

+18.09K

0.00%

NORTH STAR ASSET MANAGEMENT INC

18.03K

Jun 30, 26

+1.29K

0.00%

OARSMAN CAPITAL, INC.

17.95K

Jun 30, 26

+50

0.00%

Aspen Investment Management Inc

17.89K

Jun 30, 26

+17

0.00%

Redwood Financial Network Corp

17.70K

Jun 30, 26

-7.79K

0.00%

Sharkey, Howes & Javer

17.65K

Jun 30, 26

+1.86K

0.00%

Vanguard Capital Wealth Advisors

17.63K

Jun 30, 26

+17

0.00%

WULFF, HANSEN & CO.

17.62K

Jun 30, 26

+3.10K

0.00%

Annandale Capital, LLC

17.55K

Jun 30, 26

+17

0.00%

First Heartland Consultants, Inc.

17.50K

Jun 30, 26

-5.85K

0.00%

Alpha Omega Wealth Management LLC

17.42K

Jun 30, 26

-750

0.00%

Carrera Capital Advisors

17.39K

Jun 30, 26

+17.39K

0.00%

Glassman Wealth Services

17.37K

Jun 30, 26

+129

0.00%

City Center Advisors, LLC

17.32K

Jun 30, 26

+7.85K

0.00%

Ascension Capital Advisors, Inc.

17.31K

Jun 30, 26

+3.81K

0.00%

SMART Wealth LLC

17.18K

Jun 30, 26

-1.75K

0.00%

BKA Wealth Consulting, Inc.

17.00K

Jun 30, 26

-98

0.00%

EHRLICH FINANCIAL GROUP

16.95K

Jun 30, 26

+200

0.00%

Freestone Capital Holdings, LLC

16.93K

Jun 30, 26

+443

0.00%

Everstar Asset Management, LLC

16.85K

Jun 30, 26

0.00%

Pathway Financial Advisors LLC

16.84K

Jun 30, 26

-50

0.00%

Tranquility Partners, LLC

16.78K

Jun 30, 26

0.00%

SWMG, LLC

16.75K

Jun 30, 26

+1.96K

0.00%

Geometric Wealth Advisors

16.69K

Jun 30, 26

0.00%

Brickley Wealth Management

16.69K

Jun 30, 26

+1.08K

0.00%

D'Orazio & Associates, Inc.

16.56K

Jun 30, 26

0.00%

XY Planning Network, Inc.

16.43K

Jun 30, 26

+16.43K

0.00%

CVFG LLC

16.31K

Jun 30, 26

0.00%

MONEYWISE, INC.

16.21K

Jun 30, 26

-146

0.00%

J HAGAN CAPITAL, INC.

16.20K

Jun 30, 26

-511

0.00%

FIRST TRUST ADVISORS LP

16.20K

Jun 30, 26

-960

0.00%

G2 CAPITAL MANAGEMENT, LLC / OH

16.09K

Jun 30, 26

0.00%

Lantz Financial LLC

16.05K

Jun 30, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

16.04K

Jun 30, 26

0.00%

Sovereign Financial Group, Inc.

16.03K

Jun 30, 26

-9.97K

0.00%

Clark Asset Management, LLC

15.93K

Jun 30, 26

-9.78K

0.00%

WMG Financial Advisors, LLC

15.85K

Jun 30, 26

+134

0.00%

FSA Advisors, Inc.

15.83K

Jun 30, 26

+15.83K

0.00%

Affiance Financial, LLC

15.78K

Jun 30, 26

+15

0.00%

OPTIMA CAPITAL LLC

15.72K

Jun 30, 26

-11.10K

0.00%

Lynx Investment Advisory

15.71K

Jun 30, 26

+160

0.00%

Wealth Management Nebraska

15.63K

Jun 30, 26

+15.63K

0.00%

Ironwood Financial, llc

15.47K

Jun 30, 26

-317

0.00%

ZynergyRetirementPlanningLLC

15.44K

Jun 30, 26

+194

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

15.33K

Jun 30, 26

+1.01K

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

15.29K

Jun 30, 26

0.00%

Arkos Global Advisors

15.21K

Jun 30, 26

+15

0.00%

Praetorian Wealth Management, Inc.

15.19K

Jun 30, 26

+91

0.00%

IVC Wealth Advisors LLC

15.15K

Jun 30, 26

0.00%

Financial Sense Advisors, Inc.

15.10K

Jun 30, 26

-2.02K

0.00%

TFB Advisors LLC

15.04K

Jun 30, 26

+910

0.00%

VisionPoint Advisory Group, LLC

14.98K

Jun 30, 26

+4.43K

0.00%

Waterfront Wealth Inc.

14.96K

Jun 30, 26

-637

0.00%

Migdal Insurance & Financial Holdings Ltd.

14.96K

Jun 30, 26

-4.00K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

14.93K

Jun 30, 26

0.00%

WEALTH EFFECTS LLC

14.83K

Jun 30, 26

+1.51K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

14.80K

Jun 30, 26

+50

0.00%

Legend Financial Advisors, Inc.

14.79K

Jun 30, 26

-468

0.00%

VAUGHAN DAVID INVESTMENTS LLC/IL

14.73K

Jun 30, 26

+5.03K

0.00%

Consolidated Planning Corp

14.72K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

14.70K

Jun 30, 26

+3.87K

0.00%

PATTEN & PATTEN INC/TN

14.66K

Jun 30, 26

0.00%

Global Endowment Management, LP

14.65K

Jun 30, 26

-3.71K

0.00%

Red Door Wealth Management, LLC

14.62K

Jun 30, 26

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

14.56K

Jun 30, 26

+700

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

14.52K

Jun 30, 26

-10.80K

0.00%

Coppell Advisory Solutions LLC

14.52K

Jun 30, 26

+14.52K

0.00%

Tull Financial Group, Inc.

14.49K

Jun 30, 26

+234

0.00%

Glass Jacobson Investment Advisors llc

14.47K

Jun 30, 26

+402

0.00%

DEARBORN PARTNERS LLC

14.45K

Jun 30, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

14.42K

Jun 30, 26

-960

0.00%

Catalytic Wealth RIA, LLC

14.35K

Jun 30, 26

-14.96K

0.00%

Wescott Financial Advisory Group, LLC

14.31K

Jun 30, 26

+4.53K

0.00%

Grey Fox Wealth Advisors, LLC

14.25K

Jun 30, 26

-704

0.00%

SALEM INVESTMENT COUNSELORS INC

14.17K

Jun 30, 26

-29

0.00%

Fairman Group, LLC

14.13K

Jun 30, 26

-350

0.00%

MCF Advisors LLC

14.11K

Jun 30, 26

+5.73K

0.00%

Argent Trust Co

13.98K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

13.93K

Jun 30, 26

+13.93K

0.00%

Ritter Daniher Financial Advisory LLC / DE

13.85K

Jun 30, 26

+2.00K

0.00%

Yoffe Investment Management, LLC

13.82K

Jun 30, 26

0.00%

Gateway Wealth Partners, LLC

13.79K

Jun 30, 26

-1.56K

0.00%

PRIVATE MANAGEMENT GROUP INC

13.73K

Jun 30, 26

0.00%

ICAPITAL WEALTH LLC

13.72K

Jun 30, 26

0.00%

Asio Capital, LLC

13.72K

Jun 30, 26

0.00%

Klingman & Associates, LLC

13.63K

Jun 30, 26

-747

0.00%

Stokes Family Office, LLC

13.60K

Jun 30, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

13.54K

Jun 30, 26

+865

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

13.51K

Jun 30, 26

0.00%

CCG WEALTH MANAGEMENT, LLC

13.35K

Jun 30, 26

0.00%

Falcon Wealth Planning

13.34K

Jun 30, 26

-969

0.00%

Investments & Financial Planning, LLC

13.30K

Jun 30, 26

-92

0.00%

SENTINEL PENSION ADVISORS INC

13.25K

Jun 30, 26

-152

0.00%

RHS Financial, LLC

13.25K

Jun 30, 26

+600

0.00%

SageGuard Financial Group, LLC

13.25K

Jun 30, 26

+181

0.00%

Bryn Mawr Capital Management, LLC

13.20K

Jun 30, 26

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

13.10K

Jun 30, 26

-275

0.00%

ForthRight Wealth Management, LLC

12.93K

Jun 30, 26

0.00%

New Insight Wealth Advisors

12.89K

Jun 30, 26

-8.23K

0.00%

D L CARLSON INVESTMENT GROUP INC

12.87K

Jun 30, 26

-155

0.00%

Hamilton Capital, LLC

12.87K

Jun 30, 26

+1.26K

0.00%

PUREfi Wealth, LLC

12.80K

Jun 30, 26

-1.60K

0.00%

SOA Wealth Advisors, LLC.

12.76K

Jun 30, 26

+13

0.00%

GODSEY & GIBB, INC

12.67K

Jun 30, 26

+116

0.00%

Cannon Financial Strategists, Inc.

12.62K

Jun 30, 26

+442

0.00%

Meridian Financial, LLC

12.56K

Jun 30, 26

+200

0.00%

Firestone Capital Management

12.54K

Jun 30, 26

+11

0.00%

Ipsen Advisor Group LLC

12.53K

Jun 30, 26

-495

0.00%

Hudock, Inc.

12.52K

Jun 30, 26

0.00%

BEACON FINANCIAL GROUP

12.50K

Jun 30, 26

-904

0.00%

TRUST CO OF TOLEDO NA /OH/

12.49K

Jun 30, 26

0.00%

Finer Wealth Management, Inc.

12.44K

Jun 30, 26

+185

0.00%

ZACKS INVESTMENT MANAGEMENT

12.38K

Jun 30, 26

-112

0.00%

BALYASNY ASSET MANAGEMENT L.P.

12.31K

Jun 30, 26

+12.31K

0.00%

Investment Planning Advisors, Inc.

12.29K

Jun 30, 26

+1.77K

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

12.25K

Jun 30, 26

+1.17K

0.00%

FULTON BANK, N.A.

12.24K

Jun 30, 26

0.00%

NTV ASSET MANAGEMENT LLC

12.17K

Jun 30, 26

0.00%

PERSONAL CFO SOLUTIONS, LLC

12.13K

Jun 30, 26

+12.13K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

12.10K

Jun 30, 26

-1.03K

0.00%

AMG National Trust Bank

12.00K

Jun 30, 26

0.00%

COURIER CAPITAL LLC

11.99K

Jun 30, 26

0.00%

Vectors Research Management, LLC

11.99K

Jun 30, 26

0.00%

Retireful, LLC

11.90K

Jun 30, 26

0.00%

Teamwork Financial Advisors, LLC

11.84K

Jun 30, 26

+733

0.00%

Financial Management Professionals, Inc.

11.80K

Jun 30, 26

-836

0.00%

GRIMES & COMPANY, INC.

11.80K

Jun 30, 26

+11

0.00%

Canal Capital Management, LLC

11.77K

Jun 30, 26

+11.77K

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

11.77K

Jun 30, 26

+4.08K

0.00%

CWA Asset Management Group, LLC

11.74K

Jun 30, 26

+1.48K

0.00%

Seascape Capital Management

11.59K

Jun 30, 26

+12

0.00%

Evolution Advisers, Inc.

11.59K

Jun 30, 26

0.00%

Rossmore Private Capital

11.58K

Jun 30, 26

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

11.54K

Jun 30, 26

+665

0.00%

Fragasso Group Inc.

11.52K

Jun 30, 26

+11

0.00%

Axis Wealth Partners, LLC

11.51K

Jun 30, 26

-13

0.00%

Uptown Financial Advisors LLC

11.48K

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

11.46K

Jun 30, 26

-155

0.00%

Ted Buchan & Co

11.41K

Jun 30, 26

+131

0.00%

Harvest Investment Services, LLC

11.34K

Jun 30, 26

+906

0.00%

LaFleur & Godfrey LLC

11.30K

Jun 30, 26

+42

0.00%

NWK Group, Inc.

11.27K

Jun 30, 26

-232

0.00%

Hutchens & Kramer Investment Management Group, LLC

11.26K

Jun 30, 26

-57

0.00%

American Money Management, LLC

11.25K

Jun 30, 26

+11

0.00%

ACCESS FINANCIAL SERVICES, INC.

11.19K

Jun 30, 26

0.00%

Round Rock Advisors, LLC

11.17K

Jun 30, 26

+90

0.00%

Gradient Investments LLC

11.13K

Jun 30, 26

0.00%

Delta Investment Management, LLC

11.12K

Jun 30, 26

-161

0.00%

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

11.06K

Jun 30, 26

+137

0.00%

TPG Advisors LLC

11.05K

Jun 30, 26

0.00%

FF Advisors,LLC

11.02K

Jun 30, 26

+4.44K

0.00%

Pathway Financial Advisers, LLC

11.00K

Jun 30, 26

+2.07K

0.00%

Omega Financial Group, LLC

10.98K

Jun 30, 26

-65

0.00%

Diversified Investment Strategies, LLC

10.95K

Jun 30, 26

-87

0.00%

GoalVest Advisory LLC

10.90K

Jun 30, 26

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

10.87K

Jun 30, 26

+10

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

10.86K

Jun 30, 26

+817

0.00%

Summit Financial Consulting LLC

10.85K

Jun 30, 26

-213

0.00%

Advisor OS, LLC

10.82K

Jun 30, 26

-4.43K

0.00%

STUDIO INVESTMENT MANAGEMENT LLC

10.81K

Jun 30, 26

+978

0.00%

Turning Point Benefit Group, Inc.

10.80K

Jun 30, 26

-9.84K

0.00%

Wealth Dimensions Group, Ltd.

10.78K

Jun 30, 26

0.00%

Confluence Wealth Services, Inc.

10.75K

Jun 30, 26

+10.75K

0.00%

Umpqua Bank

10.74K

Jun 30, 26

0.00%

United Community Bank

10.69K

Jun 30, 26

+5.09K

0.00%

Frank, Rimerman Advisors LLC

10.69K

Jun 30, 26

0.00%

BTC Capital Management, Inc.

10.69K

Jun 30, 26

0.00%

Strategic Equity Management

10.62K

Jun 30, 26

0.00%

Atlas Brown,Inc.

10.61K

Jun 30, 26

+11

0.00%

OneAscent Family Office, LLC

10.56K

Jun 30, 26

-32.20K

0.00%

Mason & Associates Inc

10.56K

Jun 30, 26

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

10.52K

Jun 30, 26

+619

0.00%

White Knight Strategic Wealth Advisors, LLC

10.50K

Jun 30, 26

-15.20K

0.00%

ALBION FINANCIAL GROUP /UT

10.50K

Jun 30, 26

0.00%

Arete Wealth Advisors, LLC

10.49K

Jun 30, 26

+10.49K

0.00%

Legacy Capital Wealth Partners, LLC

10.39K

Jun 30, 26

+88

0.00%

Pinnacle Bancorp, Inc.

10.39K

Jun 30, 26

+1.94K

0.00%

Coastwise Capital Group, LLC

10.30K

Jun 30, 26

-1.59K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

10.27K

Jun 30, 26

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

10.26K

Jun 30, 26

0.00%

REDW Wealth LLC

10.25K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

10.24K

Jun 30, 26

-678

0.00%

Aspire Capital Advisors LLC

10.21K

Jun 30, 26

-1.56K

0.00%

Accelerate Investment Advisors LLC

10.18K

Jun 30, 26

+160

0.00%

Capital Asset Advisory Services LLC

10.11K

Jun 30, 26

+13

0.00%

Fundamentum, LLC

9.97K

Jun 30, 26

-1.55K

0.00%

GDS Wealth Management

9.96K

Jun 30, 26

+9.96K

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

9.94K

Jun 30, 26

+9.94K

0.00%

Trust Co of the South

9.92K

Jun 30, 26

0.00%

Stenger Family Office, LLC

9.92K

Jun 30, 26

+292

0.00%

Morton Capital Management LLC/CA

9.88K

Jun 30, 26

+9.88K

0.00%

Well Done, LLC

9.88K

Jun 30, 26

+9.88K

0.00%

CHECK CAPITAL MANAGEMENT INC/CA

9.80K

Jun 30, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

9.77K

Jun 30, 26

-31

0.00%

GLENMEDE TRUST CO NA

9.74K

Jun 30, 26

+370

0.00%

CAHABA WEALTH MANAGEMENT, INC.

9.72K

Jun 30, 26

+1.05K

0.00%

FIRST NATIONAL TRUST CO

9.66K

Jun 30, 26

0.00%

Riverstone Advisors, LLC

9.66K

Jun 30, 26

0.00%

Texas Capital Bank Wealth Management Services Inc

9.65K

Jun 30, 26

-2.77K

0.00%

MJT & Associates Financial Advisory Group, Inc.

9.62K

Jun 30, 26

0.00%

Sage Investment Counsel LLC

9.55K

Jun 30, 26

-374

0.00%

JACKSON THORNTON ASSET MANAGEMENT, LLC

9.49K

Jun 30, 26

0.00%

Pinkerton Retirement Specialists, LLC

9.46K

Jun 30, 26

0.00%

Palisade Asset Management, LLC

9.46K

Jun 30, 26

-22

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

9.45K

Jun 30, 26

-2.04K

0.00%

Glenview Trust Co

9.37K

Jun 30, 26

0.00%

Walkner Condon Financial Advisors LLC

9.36K

Jun 30, 26

+32

0.00%

LWM ADVISORS INC

9.33K

Jun 30, 26

-459

0.00%

Pinnacle Wealth Planning Services, Inc.

9.29K

Jun 30, 26

+304

0.00%

Archvest Wealth Advisors, Inc.

9.26K

Jun 30, 26

-9.39K

0.00%

Fonville Wealth Management LLC

9.23K

Jun 30, 26

+545

0.00%

Wingate Wealth Advisors, Inc.

9.21K

Jun 30, 26

+1.70K

0.00%

PFG Investments, LLC

9.19K

Jun 30, 26

+413

0.00%

Stolper Co

9.17K

Jun 30, 26

-7.83K

0.00%

Integrity Financial Corp /WA

9.15K

Jun 30, 26

-21

0.00%

Rice Partnership, LLC

9.14K

Jun 30, 26

0.00%

Manuka Financial, LLC

9.06K

Jun 30, 26

0.00%

Prepared Retirement Institute LLC

9.05K

Jun 30, 26

+104

0.00%

Latitude Advisors, LLC

9.02K

Jun 30, 26

-259

0.00%

Cypress Capital Group

9.00K

Jun 30, 26

+9.00K

0.00%

SAXON INTERESTS, INC.

8.98K

Jun 30, 26

0.00%

Cascade Wealth Advisors, Inc

8.96K

Jun 30, 26

0.00%

Neuberger Berman Group LLC

8.96K

Jun 30, 26

-610

0.00%

Legacy Financial Group LLC

8.94K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

8.94K

Jun 30, 26

+594

0.00%

Agate Pass Investment Management, LLC

8.93K

Jun 30, 26

+8.93K

0.00%

Solidarity Wealth, LLC

8.92K

Jun 30, 26

+8.92K

0.00%

Bouchey Financial Group Ltd

8.91K

Jun 30, 26

0.00%

Bright Futures Wealth Management, LLC.

8.86K

Jun 30, 26

-1.22K

0.00%

Copley Financial Group, Inc.

8.80K

Jun 30, 26

-242

0.00%

PRECEDENT WEALTH PARTNERS, LLC

8.77K

Jun 30, 26

+8.77K

0.00%

Operose Advisors LLC

8.76K

Jun 30, 26

0.00%

PENNINGTON PARTNERS & CO., LLC

8.76K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

8.75K

Jun 30, 26

-434

0.00%

ERn Financial, LLC

8.73K

Jun 30, 26

0.00%

NBT BANK N A /NY

8.73K

Jun 30, 26

-17.36K

0.00%

Cypress Capital Management LLC (WY)

8.59K

Jun 30, 26

+343

0.00%

Mirador Capital Partners LP

8.54K

Jun 30, 26

+28

0.00%

JSF Financial, LLC

8.50K

Jun 30, 26

+8.50K

0.00%

Axim Planning & Wealth

8.48K

Jun 30, 26

+1.59K

0.00%

Summit Wealth Group, LLC

8.46K

Jun 30, 26

0.00%

Keystone Wealth Services, LLC

8.45K

Jun 30, 26

-302

0.00%

Telos Capital Management, Inc.

8.45K

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

8.45K

Jun 30, 26

+40

0.00%

Weitzel Financial Services, Inc.

8.40K

Jun 30, 26

0.00%

London & Capital Asset Management Ltd

8.39K

Jun 30, 26

+651

0.00%

ACCREDITED INVESTOR SERVICES, LLC

8.39K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

8.38K

Jun 30, 26

-166

0.00%

DAYMARK WEALTH PARTNERS, LLC

8.27K

Jun 30, 26

+8.27K

0.00%

Emprise Bank

8.23K

Jun 30, 26

0.00%

Fi3 FINANCIAL ADVISORS, LLC

8.22K

Jun 30, 26

-22.61K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

8.18K

Jun 30, 26

+8.18K

0.00%

Trust Point Inc.

8.17K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

8.15K

Jun 30, 26

-175

0.00%

Kestra Investment Management, LLC

8.15K

Jun 30, 26

+8.15K

0.00%

Lee Financial Co

8.14K

Jun 30, 26

+8.14K

0.00%

WealthBridge Capital Management, LLC

8.12K

Jun 30, 26

+8.12K

0.00%

Wolff Financial Management LLC

8.08K

Jun 30, 26

0.00%

ORBA Wealth Advisors, L.L.C.

8.08K

Jun 30, 26

+8.08K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

8.08K

Jun 30, 26

0.00%

SeaBridge Investment Advisors LLC

8.05K

Jun 30, 26

0.00%

HARTLINE INVESTMENT CORP/

8.03K

Jun 30, 26

+174

0.00%

Summit Global Investments

8.03K

Jun 30, 26

-4.23K

0.00%

Gotham Asset Management, LLC

8.00K

Jun 30, 26

0.00%

Cove Private Wealth, LLC

8.00K

Jun 30, 26

+8.00K

0.00%

Montz Harcus Wealth Management LLC

7.97K

Jun 30, 26

-59

0.00%

River Wealth Advisors LLC

7.97K

Jun 30, 26

-449

0.00%

Aull & Monroe Investment Management Corp

7.96K

Jun 30, 26

+66

0.00%

Crestwood Advisors Group LLC

7.92K

Jun 30, 26

0.00%

Fort Point Capital Partners LLC

7.91K

Jun 30, 26

0.00%

Insight Wealth Strategies, LLC

7.90K

Jun 30, 26

0.00%

HOLDERNESS INVESTMENTS CO

7.87K

Jun 30, 26

+573

0.00%

William Howard & Co Financial Advisors Inc

7.86K

Jun 30, 26

0.00%

Boomfish Wealth Group, LLC

7.83K

Jun 30, 26

+7.83K

0.00%

FourThought Financial Partners, LLC

7.76K

Jun 30, 26

0.00%

Bridgewater Advisors Inc.

7.76K

Jun 30, 26

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

7.73K

Jun 30, 26

+95

0.00%

BARCLAYS PLC

7.72K

Jun 30, 26

0.00%

Crewe Advisors LLC

7.70K

Jun 30, 26

0.00%

PENOBSCOT WEALTH MANAGEMENT

7.69K

Jun 30, 26

+19

0.00%

Balboa Wealth Partners

7.64K

Jun 30, 26

+7.64K

0.00%

Aviance Capital Partners, LLC

7.62K

Jun 30, 26

+7.62K

0.00%

Redwood Investment Management, LLC

7.59K

Jun 30, 26

0.00%

Apollon Financial, LLC

7.56K

Jun 30, 26

+577

0.00%

Cladis Investment Advisory, LLC

7.54K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

7.53K

Jun 30, 26

-178

0.00%

SUMMITRY LLC

7.46K

Jun 30, 26

0.00%

CORA CAPITAL ADVISORS LLC

7.41K

Jun 30, 26

+288

0.00%

Seneca House Advisors

7.39K

Jun 30, 26

-2.11K

0.00%

Bellwether Advisors, LLC

7.34K

Jun 30, 26

0.00%

Tanager Wealth Management LLP

7.32K

Jun 30, 26

0.00%

Venture Visionary Partners LLC

7.28K

Jun 30, 26

+7.28K

0.00%

Empower Advisory Group, LLC

7.28K

Jun 30, 26

-1.31K

0.00%

EQUITABLE TRUST CO

7.24K

Jun 30, 26

+275

0.00%

Investor's Fiduciary Advisor Network, LLC

7.19K

Jun 30, 26

+7.19K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

7.17K

Jun 30, 26

-828

0.00%

Capital Investment Counsel, LLC

7.13K

Jun 30, 26

-4.00K

0.00%

SEEDS INVESTOR LLC

7.11K

Jun 30, 26

-3.27K

0.00%

INGALLS & SNYDER LLC

7.10K

Jun 30, 26

0.00%

MEYER HANDELMAN CO

7.10K

Jun 30, 26

0.00%

Fortune Financial Advisors, LLC

7.08K

Jun 30, 26

+7.08K

0.00%

Brightwater Advisory LLC

7.05K

Jun 30, 26

-2.79K

0.00%

Steel Peak Wealth Management LLC

7.03K

Jun 30, 26

-201

0.00%

Joel Isaacson & Co., LLC

7.01K

Jun 30, 26

0.00%

GREENLEAF TRUST

6.98K

Jun 30, 26

+6.98K

0.00%

DEFINE FINANCIAL, LLC

6.97K

Jun 30, 26

+6.97K

0.00%

FIRST INTERSTATE BANK

6.96K

Jun 30, 26

+6.96K

0.00%

BNC WEALTH MANAGEMENT, LLC

6.96K

Jun 30, 26

-421

0.00%

American Institute for Advanced Investment Management, LLP

6.95K

Jun 30, 26

0.00%

Forza Wealth Management, LLC

6.95K

Jun 30, 26

0.00%

Prospera Capital Management, LLC

6.95K

Jun 30, 26

+6.95K

0.00%

Hardin Capital Partners, LLC

6.93K

Jun 30, 26

+6.93K

0.00%

Tudor Financial Inc.

6.83K

Jun 30, 26

+6.83K

0.00%

Equita Financial Network, Inc.

6.82K

Jun 30, 26

-1.59K

0.00%

Vanguard National Trust Co

6.81K

Jun 30, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

6.80K

Jun 30, 26

+6.80K

0.00%

Innova Wealth Partners

6.78K

Jun 30, 26

+6.78K

0.00%

Rodgers & Associates, LTD

6.75K

Jun 30, 26

+6.75K

0.00%

Rockwood Wealth Management, LLC

6.73K

Jun 30, 26

+6.73K

0.00%

Banque Cantonale Vaudoise

6.68K

Jun 30, 26

-441

0.00%

LATHROP INVESTMENT MANAGEMENT CORP

6.67K

Jun 30, 26

-400

0.00%

Navis Wealth Advisors, LLC

6.66K

Jun 30, 26

-1.10K

0.00%

Compass Planning Associates Inc

6.66K

Jun 30, 26

+6.66K

0.00%

Boston Standard Wealth Management, LLC

6.64K

Jun 30, 26

+6.64K

0.00%

Global Financial Private Client, LLC

6.63K

Jun 30, 26

+6.63K

0.00%

BlackDiamond Wealth Management Inc.

6.54K

Jun 30, 26

+6.54K

0.00%

Roundview Capital LLC

6.52K

Jun 30, 26

+6.52K

0.00%

Cypress Wealth Services, LLC

6.50K

Jun 30, 26

+6.50K

0.00%

Secure Asset Management, LLC

6.46K

Jun 30, 26

-204.90K

0.00%

First National Advisers, LLC

6.46K

Jun 30, 26

+6.46K

0.00%

Saxony Capital Management, LLC

6.45K

Jun 30, 26

-1.54K

0.00%

PITTENGER & ANDERSON INC

6.43K

Jun 30, 26

0.00%

Essex Financial Services, Inc.

6.42K

Jun 30, 26

+6.42K

0.00%

RIVERSEDGE ADVISORS, LLC

6.41K

Jun 30, 26

+6.41K

0.00%

Castle Rock Wealth Management, LLC

6.39K

Jun 30, 26

+6.39K

0.00%

Procyon Advisors, LLC

6.38K

Jun 30, 26

+6.38K

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

6.35K

Jun 30, 26

+6.35K

0.00%

Piscataqua Savings Bank

6.33K

Jun 30, 26

0.00%

Avantra Family Wealth, Inc.

6.33K

Jun 30, 26

+6.33K

0.00%

MMA ASSET MANAGEMENT LLC

6.30K

Jun 30, 26

+6.30K

0.00%

Allspring Global Investments Holdings, LLC

6.29K

Jun 30, 26

+6.29K

0.00%

Peregrine Asset Advisers, Inc.

6.28K

Jun 30, 26

+6.28K

0.00%

SHEETS SMITH WEALTH MANAGEMENT

6.27K

Jun 30, 26

+6.27K

0.00%

Hillcrest Wealth Advisors - NY, LLC

6.24K

Jun 30, 26

+6.24K

0.00%

WealthPlan Investment Management, LLC

6.23K

Jun 30, 26

-7.07K

0.00%

KM Capital Management Ltd.

6.21K

Jun 30, 26

+6.21K

0.00%

Trilogy Capital Inc.

6.19K

Jun 30, 26

-9.58K

0.00%

Centennial Wealth Advisory LLC

6.17K

Jun 30, 26

+6.17K

0.00%

FAIRFIELD, BUSH & CO.

6.10K

Jun 30, 26

+6.10K

0.00%

Heritage Wealth Advisors

5.99K

Jun 30, 26

+5.99K

0.00%

Valued Retirements, Inc.

5.99K

Jun 30, 26

+5.99K

0.00%

PKS Advisory Services, LLC

5.98K

Jun 30, 26

+5.98K

0.00%

HUNTINGTON NATIONAL BANK

5.98K

Jun 30, 26

-454

0.00%

Centurion Wealth Management LLC

5.98K

Jun 30, 26

-1.18K

0.00%

CFS Investment Advisory Services, LLC

5.96K

Jun 30, 26

+5.96K

0.00%

Merkkuri Wealth Advisors LLC

5.96K

Jun 30, 26

-200

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

5.95K

Jun 30, 26

+5.95K

0.00%

Pegasus Asset Management, Inc.

5.93K

Jun 30, 26

+5.93K

0.00%

Addison Capital Co

5.93K

Jun 30, 26

+5.93K

0.00%

BENNETT SELBY INVESTMENTS LP

5.92K

Jun 30, 26

+5.92K

0.00%

National Wealth Management Group, LLC

5.91K

Jun 30, 26

-11.75K

0.00%

Pflug Koory, LLC

5.88K

Jun 30, 26

0.00%

Clearstead Trust, LLC

5.76K

Jun 30, 26

0.00%

WealthShield Partners, LLC

5.75K

Jun 30, 26

-506.49K

0.00%

Washington Trust Advisors, Inc.

5.52K

Jun 30, 26

+526

0.00%

Versant Capital Management, Inc

5.32K

Jun 30, 26

+1.22K

0.00%

Kennebec Savings Bank

5.25K

Jun 30, 26

0.00%

Caitlin John, LLC

4.95K

Jun 30, 26

+2.85K

0.00%

TD Capital Management LLC

4.93K

Jun 30, 26

0.00%

FIRST HORIZON CORP

4.80K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

4.80K

Jun 30, 26

0.00%

Truvestments Capital LLC

4.66K

Jun 30, 26

+4.66K

0.00%

Commonwealth Retirement Investments LLC

4.56K

Jun 30, 26

+4.56K

0.00%

Citizens National Bank Trust Department

4.34K

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

4.32K

Jun 30, 26

-143

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

4.27K

Jun 30, 26

+4.27K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

4.26K

Jun 30, 26

-6

0.00%

Main Street Group, LTD

4.06K

Jun 30, 26

-177

0.00%

MB, LEVIS & ASSOCIATES, LLC

4.04K

Jun 30, 26

0.00%

Concord Wealth Partners

4.01K

Jun 30, 26

+4.01K

0.00%

Legacy Bridge, LLC

4.00K

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

3.97K

Jun 30, 26

-1.75K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

3.95K

Jun 30, 26

+3.95K

0.00%

C M BIDWELL & ASSOCIATES LTD

3.91K

Jun 30, 26

-1

0.00%

Friedenthal Financial

3.89K

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

3.82K

Jun 30, 26

-1.77K

0.00%

PINNEY & SCOFIELD, INC.

3.76K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

3.73K

Jun 30, 26

+456

0.00%

HM PAYSON & CO

3.70K

Jun 30, 26

-113

0.00%

Qube Research & Technologies Ltd

3.69K

Jun 30, 26

-4.03K

0.00%

BOK Financial Private Wealth, Inc.

3.66K

Jun 30, 26

-106

0.00%

YANKCOM Partnership

3.63K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

3.57K

Jun 30, 26

0.00%

TSFG, LLC

3.49K

Jun 30, 26

0.00%

Tidemark, LLC

3.28K

Jun 30, 26

0.00%

Armor Investment Advisors, LLC

3.26K

Jun 30, 26

0.00%

Abound Wealth Management

3.25K

Jun 30, 26

-516

0.00%

Ameritas Investment Partners, Inc.

3.13K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

3.01K

Jun 30, 26

0.00%

Palouse Capital Management, Inc.

2.99K

Jun 30, 26

-3.48K

0.00%

Activest Wealth Management

2.99K

Jun 30, 26

+2.24K

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.98K

Jun 30, 26

+698

0.00%

FIRST COMMUNITY TRUST NA

2.94K

Jun 30, 26

+2.55K

0.00%

Stone House Investment Management, LLC

2.87K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

2.77K

Jun 30, 26

-2.73K

0.00%

Founders Capital Management

2.75K

Jun 30, 26

+1.29K

0.00%

Trust Co

2.70K

Jun 30, 26

+12

0.00%

WealthCollab, LLC

2.62K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

2.58K

Jun 30, 26

+101

0.00%

Cheviot Value Management, LLC

2.52K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

2.51K

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

2.51K

Jun 30, 26

0.00%

Key FInancial Inc

2.50K

Jun 30, 26

+1.57K

0.00%

Burk Holdings LLC

2.42K

Jun 30, 26

-442

0.00%

Blume Capital Management, Inc.

2.40K

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

2.35K

Jun 30, 26

+54

0.00%

EPG Wealth Management LLC

2.34K

Jun 30, 26

+2.34K

0.00%

HORIZON FINANCIAL SERVICES, LLC

2.33K

Jun 30, 26

0.00%

Kozak & Associates, Inc.

2.29K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

2.22K

Jun 30, 26

+2.22K

0.00%

GAMMA Investing LLC

2.15K

Jun 30, 26

+336

0.00%

CITY HOLDING CO

2.10K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

2.06K

Jun 30, 26

+67

0.00%

HighMark Wealth Management LLC

2.06K

Jun 30, 26

0.00%

Whipplewood Advisors, LLC

2.04K

Jun 30, 26

+75

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

2.01K

Jun 30, 26

0.00%

BESSEMER GROUP INC

2.01K

Jun 30, 26

+2.01K

0.00%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

2.00K

Jun 30, 26

+695

0.00%

First Command Advisory Services, Inc.

1.98K

Jun 30, 26

-354

0.00%

DiNuzzo Private Wealth, Inc.

1.93K

Jun 30, 26

0.00%

Brooklyn FI, LLC

1.92K

Jun 30, 26

+1.92K

0.00%

JNBA Financial Advisors

1.92K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

1.91K

Jun 30, 26

0.00%

MTM Investment Management, LLC

1.90K

Jun 30, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

1.85K

Jun 30, 26

0.00%

Bangor Savings Bank

1.84K

Jun 30, 26

0.00%

JPL Wealth Management, LLC

1.84K

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

1.82K

Jun 30, 26

-13

0.00%

Roxbury Financial LLC

1.80K

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

1.71K

Jun 30, 26

0.00%

SouthState Corp

1.61K

Jun 30, 26

0.00%

Avalon Trust Co

1.60K

Jun 30, 26

0.00%

Quent Capital, LLC

1.55K

Jun 30, 26

-4.29K

0.00%

Roble, Belko & Company, Inc

1.52K

Jun 30, 26

-31

0.00%

MANNING & NAPIER ADVISORS LLC

1.50K

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

1.43K

Jun 30, 26

+935

0.00%

Orion Capital Management LLC

1.41K

Jun 30, 26

+1.41K

0.00%

Community Financial Services Group, LLC

1.37K

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

1.36K

Jun 30, 26

-515

0.00%

Financial Gravity Companies, Inc.

1.32K

Jun 30, 26

+1.32K

0.00%

Moisand Fitzgerald Tamayo, LLC

1.30K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

1.23K

Jun 30, 26

0.00%

Kilter Group LLC

1.08K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.02K

Jun 30, 26

0.00%

Dunhill Financial, LLC

993

Jun 30, 26

-1.30K

0.00%

Center for Financial Planning, Inc.

951

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

919

Jun 30, 26

+119

0.00%

Valued Wealth Advisors LLC

860

Jun 30, 26

-10

0.00%

SWAN Capital LLC

854

Jun 30, 26

0.00%

ATWOOD & PALMER INC

828

Jun 30, 26

+62

0.00%

Westfuller Advisors, LLC

802

Jun 30, 26

0.00%

CGC Financial Services, LLC

800

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

796

Jun 30, 26

-1.08K

0.00%

HOWE & RUSLING INC

784

Jun 30, 26

-80

0.00%

BARRETT & COMPANY, INC.

777

Jun 30, 26

+777

0.00%

Crews Bank & Trust

774

Jun 30, 26

0.00%

Y.D. More Investments Ltd

750

Jun 30, 26

-372

0.00%

Rosenberg Matthew Hamilton

657

Jun 30, 26

0.00%

GGM Financials LLC

645

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

634

Jun 30, 26

+73

0.00%

REAP Financial Group, LLC

631

Jun 30, 26

0.00%

Colonial Trust Advisors

625

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

617

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

609

Jun 30, 26

0.00%

Aberdeen Wealth Management LLC

600

Jun 30, 26

0.00%

Archer Investment Corp

594

Jun 30, 26

+304

0.00%

ALERUS FINANCIAL NA

580

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

577

Jun 30, 26

0.00%

Triumph Capital Management

555

Jun 30, 26

0.00%

MOTCO

547

Jun 30, 26

-8.44K

0.00%

Centerpoint Advisors, LLC

544

Jun 30, 26

+544

0.00%

Noble Wealth Management PBC

529

Jun 30, 26

0.00%

JDM Financial Group LLC

512

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

503

Jun 30, 26

+503

0.00%

BROWN BROTHERS HARRIMAN & CO

501

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

484

Jun 30, 26

+54

0.00%

Oakworth Capital, Inc.

483

Jun 30, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

480

Jun 30, 26

0.00%

Morse Asset Management, Inc

467

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

460

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

430

Jun 30, 26

+430

0.00%

10Elms LLP

392

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

375

Jun 30, 26

0.00%

High Note Wealth, LLC

355

Jun 30, 26

+354

0.00%

Osbon Capital Management LLC

347

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

336

Jun 30, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

304

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

301

Jun 30, 26

0.00%

Trifecta Capital Advisors, LLC

300

Jun 30, 26

0.00%

Colonial Trust Co / SC

283

Jun 30, 26

-93

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

276

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

256

Jun 30, 26

0.00%

Financial Life Planners

251

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

248

Jun 30, 26

0.00%

City State Bank

221

Jun 30, 26

-165

0.00%

Cordant, Inc.

220

Jun 30, 26

+220

0.00%

Breakwater Investment Management

216

Jun 30, 26

-36

0.00%

Private Wealth Management Group, LLC

212

Jun 30, 26

+212

0.00%

Signature Resources Capital Management, LLC

200

Jun 30, 26

+159

0.00%

Sarver Vrooman Wealth Advisors

197

Jun 30, 26

+197

0.00%

DB Fitzpatrick & Co, Inc

187

Jun 30, 26

0.00%

Beacon Capital Management, Inc.

184

Jun 30, 26

-518

0.00%

BOKF, NA

180

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

176

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

146

Jun 30, 26

+50

0.00%

American Capital Advisory, LLC

145

Jun 30, 26

+145

0.00%

Hughes Financial Services, LLC

133

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

109

Jun 30, 26

+109

0.00%

Addison Advisors LLC

107

Jun 30, 26

+67

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

100

Jun 30, 26

+100

0.00%

Gen-Wealth Partners Inc

Jun 30, 26

+13

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

+85

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+80

0.00%

Robbins Farley

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

WHITTIER TRUST CO

Jun 30, 26

0.00%

Horizon Investments, LLC

Jun 30, 26

-64

0.00%

MARYLAND CAPITAL ADVISORS INC.

Jun 30, 26

+55

0.00%

TOMPKINS FINANCIAL CORP

Jun 30, 26

-4

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

Jun 30, 26

+33

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Imprint Wealth LLC

Jun 30, 26

0.00%

Financially Speaking Inc

Jun 30, 26

-18

0.00%

PFS Partners, LLC

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

Winch Advisory Services, LLC

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

Jun 30, 26

-95

Scarborough Advisors, LLC

Jun 30, 26

-1.81K

TOTAL INVESTMENT MANAGEMENT INC

Jun 30, 26

-11.73K

Naviter Wealth, LLC

Jun 30, 26

-7.29K

BRYN MAWR TRUST Co

Jun 30, 26

-118

POM Investment Strategies, LLC

Jun 30, 26

-100

SIMPLEX TRADING, LLC

Jun 30, 26

-1.70K

Pinnacle Holdings, LLC

Jun 30, 26

-2.07K

CURIO WEALTH, LLC

Jun 30, 26

-25

Painted Porch Advisors LLC

Jun 30, 26

-11.74K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-34.05K

MRP Capital Investments, LLC

Jun 30, 26

-8

Mid-American Wealth Advisory Group, Inc.

Jun 30, 26

-7.15K

Sound Income Strategies, LLC

Jun 30, 26

-5.18K

Magnolia Wealth Management, LLC

Jun 30, 26

-5.20K

Turtle Creek Wealth Advisors, LLC

Jun 30, 26

-1

Hanlon Investment Management, Inc.

Jun 30, 26

-9.91K

WIN ADVISORS, INC

Jun 30, 26

-76.88K

Victrix Investment Advisors

Jun 30, 26

-11.08K

Koss-Olinger Consulting, LLC

Jun 30, 26

-10.54K

MBM Wealth Consultants, LLC

Jun 30, 26

-1.65K

Foguth Wealth Management, LLC.

Jun 30, 26

-5.90K

FIDUCIARY FAMILY OFFICE, LLC

Jun 30, 26

-8.00K

True Link Financial Advisors, LLC

Jun 30, 26

-512

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-8.99K

Johnson Bixby & Associates, LLC

Jun 30, 26

-9.03K

Capital Investment Advisors, LLC

Jun 30, 26

-64.65K

Clayton Financial Group LLC

Jun 30, 26

-9

LPWM LLC

Jun 30, 26

-7.76K

Discipline Wealth Solutions, LLC

Jun 30, 26

-7.46K

Richmond Investment Services, LLC

Jun 30, 26

-22.93K

AssuredPartners Investment Advisors, LLC

Jun 30, 26

-9.04K

Baer Investment Advisory LLC

Jun 30, 26

-24.88K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-5.06K

M Holdings Securities, Inc.

Jun 30, 26

-47.71K

Berkeley Capital Partners, LLC

Jun 30, 26

-7.10K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2.31K

Trexquant Investment LP

Jun 30, 26

-10.59K

PGIM Custom Harvest LLC

Jun 30, 26

-9.49K

Virtue Capital Management, LLC

Jun 30, 26

-8.04K

Wall Street Financial Group, Inc.

Jun 30, 26

-34

Federation des caisses Desjardins du Quebec

Jun 30, 26

-56

Diversified Portfolios, Inc.

Jun 30, 26

-12.58K

Financial Network Wealth Management LLC

Jun 30, 26

-11.50K

SG Americas Securities, LLC

Jun 30, 26

-8.53K

Headlands Technologies LLC

Jun 30, 26

-7.41K

Cynosure Group, LLC

Jun 30, 26

-40.93K

Phil A. Younker & Associates, Ltd.

Jun 30, 26

-16.98K

Evergreen Advisors, LLC

Jun 30, 26

-725

True Wealth Design, LLC

Jun 30, 26

-1.55K

Mosley Wealth Management

Jun 30, 26

-504

Eukles Asset Management

Jun 30, 26

-3

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Jun 30, 26

-53

PFC CAPITAL GROUP, INC.

Jun 30, 26

-48

LRI Investments, LLC

Jun 30, 26

-448

Wealth Preservation Advisors, LLC

Jun 30, 26

-176

Rehmann Capital Advisory Group

Jun 30, 26

-8.35K

Golden State Equity Partners

Jun 30, 26

-61.93K

Cascades Capital Asset Management, LLC

Jun 30, 26

-4.11K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-722

ALLIANCEBERNSTEIN L.P.

Jun 30, 26

-32.42K

GROUP ONE TRADING, L.P.

Jun 30, 26

-1.05K

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-34.72K

Net Worth Advisory Group

Jun 30, 26

-70.90K

CWM, LLC

7.21M

Mar 31, 26

-253.46K

0.42%

Northeast Financial Group, Inc.

752.37K

Mar 31, 26

+17.57K

0.04%

Sunbelt Securities, Inc.

744.51K

Mar 31, 26

+17.53K

0.04%

FRG Family Wealth Advisors LLC

641.99K

Mar 31, 26

-50.49K

0.04%

Leo Wealth, LLC

590.25K

Mar 31, 26

+16.35K

0.03%

Opes Wealth Management LLC

419.66K

Mar 31, 26

+16.15K

0.02%

Leo H. Evart, Inc.

345.62K

Mar 31, 26

+345.62K

0.02%

U.S. Capital Wealth Advisors, LLC

271.02K

Mar 31, 26

+52.01K

0.02%

EXENCIAL WEALTH ADVISORS, LLC

266.21K

Mar 31, 26

+12.80K

0.02%

Mill Creek Capital Advisors, LLC

199.49K

Mar 31, 26

+65

0.01%

Parkside Financial Bank & Trust

109.04K

Mar 31, 26

+1.95K

0.01%

True Vision MN LLC

84.16K

Mar 31, 26

-1.15K

0.00%

Tenret Co LLC

68.14K

Mar 31, 26

-4.40K

0.00%

SECURITY NATIONAL BANK OF SO DAK

49.04K

Mar 31, 26

-327

0.00%

Smart Portfolios, LLC

28.87K

Mar 31, 26

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

25.32K

Mar 31, 26

+46

0.00%

Evanson Asset Management, LLC

24.86K

Mar 31, 26

-3.33K

0.00%

Skopos Labs, Inc.

23.96K

Mar 31, 26

+11.30K

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

19.62K

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

16.15K

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

12.77K

Mar 31, 26

+151

0.00%

Vivaldi Capital Management LP

10.69K

Mar 31, 26

0.00%

CANANDAIGUA NATIONAL CORP

9.94K

Mar 31, 26

+9.94K

0.00%

Anchor Investment Management, LLC

6.08K

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

2.88K

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

1.82K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

1.78K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

818

Mar 31, 26

0.00%

Anfield Capital Management, LLC

648

Mar 31, 26

0.00%

Red Tortoise LLC

Mar 31, 26

-1

SOL Capital Management CO

Mar 31, 26

-22.17K

Brown Financial Advisory

Mar 31, 26

-8.24K

Prosperity Wealth Management, Inc.

749.66K

Dec 31, 25

+26.56K

0.04%

ROVIN CAPITAL /UT/ /ADV

668.85K

Dec 31, 25

+53.87K

0.04%

Clearview Wealth Advisors LLC

100.35K

Dec 31, 25

-358

0.01%

CIBC Private Wealth Group, LLC

84.38K

Dec 31, 25

-10.64K

0.00%

COMERICA BANK

54.63K

Dec 31, 25

-3.47K

0.00%

Vantage Financial Partners, LLC

29.43K

Dec 31, 25

-417

0.00%

Stark Wealth Management LLC

27.42K

Dec 31, 25

+1.22K

0.00%

Total Wealth Planning, LLC

22.93K

Dec 31, 25

-260.66K

0.00%

MERITAGE PORTFOLIO MANAGEMENT

22.75K

Dec 31, 25

+3.13K

0.00%

Northwest Capital Management Inc

22.67K

Dec 31, 25

-3.93K

0.00%

VANGUARD GROUP INC

21.90K

Dec 31, 25

+9.50K

0.00%

CAPITAL INSIGHT PARTNERS, LLC

20.26K

Dec 31, 25

-1.23K

0.00%

Alpha Cubed Investments, LLC

18.87K

Dec 31, 25

+4.97K

0.00%

Blue Barn Wealth, LLC

18.77K

Dec 31, 25

-115.51K

0.00%

Oldfather Financial Services, LLC

12.30K

Dec 31, 25

-593

0.00%

ORG Partners LLC

10.94K

Dec 31, 25

-18.34K

0.00%

FineMark National Bank & Trust

6.99K

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

5.83K

Dec 31, 25

+3.12K

0.00%

Litman Gregory Wealth Management LLC

216

Dec 31, 25

+216

0.00%

Ransom Advisory, Ltd

201

Dec 31, 25

+201

0.00%

GPS Wealth Strategies Group, LLC

104

Dec 31, 25

-4.17K

0.00%

McCarthy & Cox

Dec 31, 25

-73.45K

Financial Advisors, LLC

2.94M

Sep 30, 25

-104.34K

0.17%

MARSHALL FINANCIAL GROUP INC /ADV

1.06M

Sep 30, 25

-38.32K

0.06%

BRASS TAX WEALTH MANAGEMENT, INC

1.06M

Sep 30, 25

+263.60K

0.06%

Apexium Financial, LP

845.63K

Sep 30, 25

+45.77K

0.05%

Defined Financial Planning LLC

436.27K

Sep 30, 25

+44.57K

0.03%

Guerra Advisors Inc

430.93K

Sep 30, 25

-32.00K

0.02%

Shorepoint Capital Partners LLC

343.08K

Sep 30, 25

+343.08K

0.02%

EWG Elevate Inc.

307.10K

Sep 30, 25

-15.55K

0.02%

SYNOVUS FINANCIAL CORP

150.35K

Sep 30, 25

-10.92K

0.01%

Bristlecone Advisors, LLC

73.33K

Sep 30, 25

+25

0.00%

JFG Wealth Management, LLC

51.58K

Sep 30, 25

-1.80K

0.00%

PINNACLE FINANCIAL PARTNERS INC

36.22K

Sep 30, 25

+315

0.00%

Binnacle Investments Inc

34.50K

Sep 30, 25

-968

0.00%

NAPA WEALTH MANAGEMENT

33.16K

Sep 30, 25

+33.16K

0.00%

Burt Wealth Advisors

29.85K

Sep 30, 25

-397

0.00%

New Century Financial Group, LLC

22.22K

Sep 30, 25

+9.75K

0.00%

AHL INVESTMENT MANAGEMENT, INC.

14.04K

Sep 30, 25

0.00%

Financial Advocates Investment Management

13.79K

Sep 30, 25

-69.02K

0.00%

Promus Capital, LLC

9.01K

Sep 30, 25

0.00%

Glenmede Investment Management, LP

8.07K

Sep 30, 25

+648

0.00%

Accredited Wealth Management, LLC

2.03K

Sep 30, 25

-3.61K

0.00%

AllSquare Wealth Management LLC

1.71K

Sep 30, 25

0.00%

Pineridge Advisors LLC

1.60K

Sep 30, 25

+170

0.00%

OPTIMUM INVESTMENT ADVISORS

879

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

556

Sep 30, 25

+556

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-68.33K

AVANTAX ADVISORY SERVICES, INC.

5.47M

Jun 30, 25

+418.54K

0.32%

FORTE CAPITAL LLC /ADV

1.58M

Jun 30, 25

-168.94K

0.09%

Atria Wealth Solutions, Inc.

441.27K

Jun 30, 25

-468.26K

0.03%

Congress Wealth Management LLC / DE /

263.01K

Jun 30, 25

+47.19K

0.02%

Von Berge Wealth Management Group, LLC

179.35K

Jun 30, 25

-4.58K

0.01%

Smith Anglin Financial, LLC

136.87K

Jun 30, 25

-31.02K

0.01%

Christopher J. Hasenberg, Inc

116.01K

Jun 30, 25

-122.88K

0.01%

ACAS, LLC

88.00K

Jun 30, 25

-842

0.01%

MONTAG & CALDWELL, LLC

64.02K

Jun 30, 25

0.00%

Jentner Corp

26.10K

Jun 30, 25

-781

0.00%

Good Life Advisors, LLC

20.75K

Jun 30, 25

+396

0.00%

First Horizon Advisors, Inc.

16.42K

Jun 30, 25

+9.74K

0.00%

My Legacy Advisors, LLC

16.17K

Jun 30, 25

+4.07K

0.00%

Scott Marsh Financial, LLC

11.71K

Jun 30, 25

+11.71K

0.00%

Elios Financial Group Inc.

8.93K

Jun 30, 25

+700

0.00%

Copperwynd Financial, LLC

6.95K

Jun 30, 25

+6.95K

0.00%

PrairieView Partners, LLC

400

Jun 30, 25

0.00%

Semmax Financial Advisors Inc.

317

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Safeguard Financial, LLC

678.57K

Mar 31, 25

+117.26K

0.04%

Orion Portfolio Solutions, LLC

480.48K

Mar 31, 25

+359.88K

0.03%

Alpha Omega Group, Inc.

433.25K

Mar 31, 25

+25.86K

0.03%

Grant/GrossMendelsohn, LLC

142.67K

Mar 31, 25

-18.17K

0.01%

Transform Wealth, LLC

135.42K

Mar 31, 25

-25.91K

0.01%

Cutter & CO Brokerage, Inc.

40.55K

Mar 31, 25

+45

0.00%

Sabal Trust CO

30.64K

Mar 31, 25

0.00%

Delta Financial Group, Inc.

29.83K

Mar 31, 25

+965

0.00%

Callan Capital, LLC

27.97K

Mar 31, 25

-1.77K

0.00%

Vista Wealth Management Group, LLC

27.81K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

24.20K

Mar 31, 25

+301

0.00%

Marcum Wealth, LLC

18.56K

Mar 31, 25

+208

0.00%

Heritage Wealth Partners, LLC

14.94K

Mar 31, 25

+17

0.00%

Monterey Private Wealth, Inc.

13.25K

Mar 31, 25

+5.31K

0.00%

Coordinated Financial Services, Inc./CO

11.42K

Mar 31, 25

+11.42K

0.00%

Aveo Capital Partners, LLC

9.13K

Mar 31, 25

+9.13K

0.00%

Sandy Spring Bank

996

Mar 31, 25

0.00%

Dechtman Wealth Management, LLC

2.29M

Dec 31, 24

+1.83M

0.13%

RE Dickinson Investment Advisors, LLC

1.33M

Dec 31, 24

+991.92K

0.08%

Kolinsky Wealth Management, LLC

97.12K

Dec 31, 24

+74.67K

0.01%

Kades & Cheifetz LLC

86.80K

Dec 31, 24

+65.06K

0.01%

Cassady Schiller Wealth Management, LLC

81.72K

Dec 31, 24

+61.29K

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

80.16K

Dec 31, 24

+59.70K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

58.00K

Dec 31, 24

+42.22K

0.00%

Gray Wealth Management Inc.

55.14K

Dec 31, 24

+41.70K

0.00%

SignalPoint Asset Management, LLC

42.00K

Dec 31, 24

+31.97K

0.00%

Atlas Financial Advisors, Inc.

24.32K

Dec 31, 24

+19.15K

0.00%

Merriman Wealth Management, LLC

10.55K

Dec 31, 24

+7.91K

0.00%

Carlson Capital Management

8.40K

Dec 31, 24

+6.30K

0.00%

WR Wealth Planners, LLC

6.38K

Dec 31, 24

+3.49K

0.00%

AlphaMark Advisors, LLC

360

Dec 31, 24

+360

0.00%

Sugarloaf Wealth Management, LLC

300

Dec 31, 24

+225

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.58K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-26.98K

Bison Wealth, LLC

Dec 31, 24

-2.21K

Raymond James Financial Services Advisors, Inc.

3.18M

Sep 30, 24

-127.67K

0.18%

FORT PITT CAPITAL GROUP, LLC

1.48M

Sep 30, 24

+36.51K

0.09%

RAYMOND JAMES & ASSOCIATES

280.92K

Sep 30, 24

+7.08K

0.02%

Financial Planning & Information Services, Inc.

199.77K

Sep 30, 24

+37.33K

0.01%

Family Asset Management, LLC

186.74K

Sep 30, 24

+2.46K

0.01%

Pegasus Partners Ltd.

129.81K

Sep 30, 24

-20.26K

0.01%

Advisory Services & Investments, LLC

88.26K

Sep 30, 24

-8.43K

0.01%

Waypoint Capital Advisors, LLC

55.51K

Sep 30, 24

+1.79K

0.00%

Bridge Advisory, LLC

43.67K

Sep 30, 24

-3.52K

0.00%

First Personal Financial Services

34.60K

Sep 30, 24

-949

0.00%

Axiom Advisory, LLC

21.12K

Sep 30, 24

+407

0.00%

Carmichael Hill & Associates, Inc.

19.61K

Sep 30, 24

-6

0.00%

Diversified, LLC

12.26K

Sep 30, 24

+2.06K

0.00%

RAYMOND JAMES TRUST N.A.

11.72K

Sep 30, 24

+1.15K

0.00%

Halpern Financial, Inc.

11.10K

Sep 30, 24

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

8.62K

Sep 30, 24

-273

0.00%

CIC Wealth, LLC

7.75K

Sep 30, 24

-420

0.00%

CEDRUS LLC

7.50K

Sep 30, 24

+126

0.00%

SpiderRock Advisors, LLC

6.16K

Sep 30, 24

-484

0.00%

Aspire Wealth Management Corp

5.82K

Sep 30, 24

-126

0.00%

Planning Capital Management Corp

5.64K

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

4.76K

Sep 30, 24

0.00%

First Trust Direct Indexing L.P.

4.65K

Sep 30, 24

-468

0.00%

FinTrust Capital Advisors, LLC

3.21K

Sep 30, 24

+113

0.00%

VitalStone Financial, LLC

1.26K

Sep 30, 24

+805

0.00%

M&R CAPITAL MANAGEMENT INC

383

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

156

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

147

Sep 30, 24

+147

0.00%

TNF LLC

Sep 30, 24

-2.14K

Private Wealth Strategies, L.L.C.

444.27K

Jun 30, 24

+4.67K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

60.84K

Jun 30, 24

+3.16K

0.00%

HoyleCohen, LLC

57.13K

Jun 30, 24

-3.64K

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

39.18K

Jun 30, 24

-4.09K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

12.38K

Jun 30, 24

-4.21K

0.00%

Gratus Capital LLC

9.19K

Jun 30, 24

-25

0.00%

BlackRock Inc.

3.37K

Jun 30, 24

+1.19K

0.00%

Private Ocean, LLC

2.76K

Jun 30, 24

+112

0.00%

Custom Portfolio Group LLC

896

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

329

Jun 30, 24

-3.86K

0.00%

Cetera Advisor Networks LLC

875.41K

Mar 31, 24

+67.41K

0.05%

Cetera Advisors LLC

349.74K

Mar 31, 24

+10.68K

0.02%

Eudaimonia Partners, LLC

75.39K

Mar 31, 24

+9.43K

0.00%

Connectus Wealth, LLC

67.14K

Mar 31, 24

+25.30K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

65.92K

Mar 31, 24

-7.30K

0.00%

Reitz Capital Advisors LLC

57.46K

Mar 31, 24

0.00%

EUDAIMONIA ADVISORS LLC

41.55K

Mar 31, 24

+3.94K

0.00%

Retirement Group, LLC

20.39K

Mar 31, 24

+16.60K

0.00%

Charles Schwab Investment Advisory, Inc.

3.87K

Mar 31, 24

-121

0.00%

FirstPurpose Wealth LLC

3.74K

Mar 31, 24

+1.10K

0.00%

Grey Street Capital, LLC

2.50K

Mar 31, 24

0.00%

Crestone Asset Management LLC

2.33K

Mar 31, 24

+2.33K

0.00%

Cutler Group LLC / CA

1.90K

Mar 31, 24

+1.90K

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-207

FOCUS FINANCIAL NETWORK INC /ADV

1.47M

Dec 31, 23

+1.47M

0.08%

Rollins Financial

316.41K

Dec 31, 23

+85.60K

0.02%

Simplicity Solutions, LLC

304.61K

Dec 31, 23

+6.75K

0.02%

Bartlett & Co. LLC

48.35K

Dec 31, 23

-389

0.00%

Curi Wealth Management, LLC

37.92K

Dec 31, 23

-39.28K

0.00%

DFPG INVESTMENTS, LLC

19.42K

Dec 31, 23

+1.78K

0.00%

Alterity Financial Group, LLC

10.52K

Dec 31, 23

-261

0.00%

EisnerAmper Wealth Management Corporate Benefits, LLC

3.75K

Dec 31, 23

0.00%

WEALTHSOURCE PARTNERS, LLC

3.28K

Dec 31, 23

0.00%

Columbia Trust Co 01012016

2.69K

Dec 31, 23

+2.69K

0.00%

Paragon Wealth Strategies, LLC

2.67K

Dec 31, 23

+2.67K

0.00%

StrategIQ Financial Group, LLC

2.51K

Dec 31, 23

+2.51K

0.00%

Baystate Wealth Management LLC

165

Dec 31, 23

0.00%

COLONY GROUP LLC

26.44K

Sep 30, 23

-1.53K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

19.90K

Sep 30, 23

-4.13K

0.00%

APPLETON GROUP, LLC

11.58K

Sep 30, 23

-262.18K

0.00%

BRIGGS ADVISORY GROUP, INC.

10.92K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

10.64K

Sep 30, 23

0.00%

Windsor Group LTD

9.94K

Sep 30, 23

+645

0.00%

ADVISOR PARTNERS II, LLC

7.72K

Sep 30, 23

0.00%

COMERICA SECURITIES,INC.

4.32K

Sep 30, 23

+4.32K

0.00%

Column Capital Advisors, LLC

657

Sep 30, 23

0.00%

PRIVATE ASSET MANAGEMENT INC

Sep 30, 23

-4.82K

AJ WEALTH STRATEGIES, LLC

323.55K

Jun 30, 23

-3.34K

0.02%

Carlsbad Wealth Advisory Group, Inc.

282.45K

Jun 30, 23

+282.45K

0.02%

PIERSHALE FINANCIAL GROUP, INC.

85.30K

Jun 30, 23

+85.30K

0.00%

Relaxing Retirement Coach

84.75K

Jun 30, 23

-1.28K

0.00%

BerganKDV Wealth Management, LLC

65.03K

Jun 30, 23

-314

0.00%

Financial Architects, Inc

60.47K

Jun 30, 23

+173

0.00%

LEO BROKERAGE, LLC

44.86K

Jun 30, 23

-742

0.00%

TIAA, FSB

12.15K

Jun 30, 23

+728

0.00%

BMS Financial Advisors, LLC

5.71K

Jun 30, 23

-4.83K

0.00%

Kalos Management, Inc.

2.67K

Jun 30, 23

-149

0.00%

TimeScale Financial, Inc.

2.01K

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

1.80K

Jun 30, 23

0.00%

First Command Bank

350

Jun 30, 23

0.00%

First Command Financial Services, Inc.

350

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

194

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-749

Transparent Wealth Partners LLC

414.63K

Mar 31, 23

+2.09K

0.02%

Parsec Financial Management, Inc.

300.44K

Mar 31, 23

-11.87K

0.02%

HARVEST GROUP WEALTH MANAGEMENT, LLC

140.78K

Mar 31, 23

+38.79K

0.01%

Stillwater Investment Management, LLC

27.00K

Mar 31, 23

+29

0.00%

Southern Wealth Management, LLP

19.25K

Mar 31, 23

+555

0.00%

Domani Wealth, LLC

8.44K

Mar 31, 23

-365

0.00%

Ahrens Investment Partners LLC

1.35K

Mar 31, 23

+1.35K

0.00%

Clear Perspectives Financial Planning, LLC

900

Mar 31, 23

0.00%

Burleson & Company, LLC

106.23K

Dec 31, 22

0.01%

YorkBridge Wealth Partners, LLC

16.19K

Dec 31, 22

+613

0.00%

Laurel Wealth Advisors, Inc.

13.76K

Dec 31, 22

-302

0.00%

Newman & Schimel, LLC

12.48K

Dec 31, 22

-1.16K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

11.96K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

8.95K

Dec 31, 22

-21.69K

0.00%

WC Walker & Associates, Inc.

8.59K

Dec 31, 22

+53

0.00%

Regent Investment Management LLC

8.24K

Dec 31, 22

+120

0.00%

Capital Directions Investment Advisors, LLC

5.57K

Dec 31, 22

+5.57K

0.00%

REFRAME WEALTH, LLC

5.57K

Dec 31, 22

+5.57K

0.00%

Personal Capital Advisors Corp

3.69K

Dec 31, 22

+3.69K

0.00%

55I, LLC

610.35K

Sep 30, 22

+400.87K

0.04%

MUFG Americas Holdings Corp

474.13K

Sep 30, 22

-5.74K

0.03%

Covington Capital Management

160.11K

Sep 30, 22

+1.58K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

126.37K

Sep 30, 22

+4.09K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

120.55K

Sep 30, 22

-2.91K

0.01%

American Portfolios Advisors

71.00K

Sep 30, 22

+34.61K

0.00%

Corient Capital Partners, LLC

52.85K

Sep 30, 22

+47.89K

0.00%

Beaumont Financial Partners, LLC

40.14K

Sep 30, 22

+40.14K

0.00%

DOWLING & YAHNKE LLC

7.50K

Sep 30, 22

-118

0.00%

ACG Wealth

4.13K

Sep 30, 22

0.00%

Portfolio Solutions, LLC

4.08K

Sep 30, 22

0.00%

FourThought Financial, LLC

1.94K

Sep 30, 22

0.00%

Danda Trouve Investment Management, Inc.

Sep 30, 22

+74

0.00%

Bell Rock Capital LLC

Sep 30, 22

-12.48K

NTB Financial Corp

29.58K

Jun 30, 22

+528

0.00%

Frontier Wealth Management LLC

12.61K

Jun 30, 22

-697

0.00%

KerberRose Wealth Management, LLC

8.85K

Jun 30, 22

+8.85K

0.00%

ADVISOR PARTNERS LLC

6.92K

Jun 30, 22

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

4.91K

Jun 30, 22

-431

0.00%

B. Riley Wealth Management, Inc.

4.85K

Jun 30, 22

0.00%

Loveless Wealth Management LLC

3.97K

Jun 30, 22

-19

0.00%

HC FINANCIAL ADVISORS INC

1.65K

Jun 30, 22

+1.65K

0.00%

Cordasco Financial Network

206

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

293.44K

Mar 31, 22

+285.82K

0.02%

Permit Capital Advisors, LLC

146.60K

Mar 31, 22

+146.60K

0.01%

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

83.79K

Mar 31, 22

+25.77K

0.00%

Meristem Family Wealth, LLC

29.60K

Mar 31, 22

+14.80K

0.00%

Lenox Wealth Advisors, LLC

3.34K

Mar 31, 22

+1.67K

0.00%

PALLADIUM PARTNERS LLC

2.99K

Mar 31, 22

+1.50K

0.00%

IndexIQ Advisors LLC

1.06K

Mar 31, 22

-7.83K

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

602

Mar 31, 22

+298

0.00%

Freedman Financial Associates, Inc.

400

Mar 31, 22

+200

0.00%

Nauset Wealth Management. LLC

130

Mar 31, 22

+130

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-3.58K

Barrett Asset Management, LLC

Mar 31, 22

-175

REILLY FINANCIAL ADVISORS, LLC

39.38K

Dec 31, 21

-1.48K

0.00%

NEXT Financial Group, Inc

10.21K

Dec 31, 21

+8.15K

0.00%

Asset Planning Services, Ltd.

3.22K

Dec 31, 21

0.00%

FundX Investment Group, LLC

2.98K

Dec 31, 21

0.00%

Paradigm Financial Advisors, LLC

2.05K

Dec 31, 21

-115

0.00%

Carroll Financial Associates, Inc.

374

Dec 31, 21

0.00%

Country Club Trust Company, n.a.

Dec 31, 21

-2.00K

Homrich & Berg

88.29K

Sep 30, 21

-2.00K

0.01%

Newport Wealth Strategies, Inc.

81.88K

Sep 30, 21

+1.83K

0.00%

Harborview Advisors, LLC

71.20K

Sep 30, 21

-627

0.00%

MANAGED ACCOUNT SERVICES INC

36.49K

Sep 30, 21

-2.40K

0.00%

Filbrandt Wealth Management, LLC

22.55K

Sep 30, 21

-305

0.00%

Ameritas Investment Company, LLC

16.18K

Sep 30, 21

+12.93K

0.00%

BBVA USA

100

Sep 30, 21

0.00%

Treybourne Wealth Planners, Inc.

245.98K

Jun 30, 21

+3.91K

0.01%

Hoover Financial Advisors, Inc.

7.20K

Jun 30, 21

-125

0.00%

BADGLEY PHELPS & BELL INC

3.67K

Jun 30, 21

+248

0.00%

Pinnacle Wealth Advisors

2.43K

Jun 30, 21

+2.43K

0.00%

Nachman Norwood & Parrott, Inc

1.79K

Jun 30, 21

0.00%

Lighthouse Financial Advisors, Inc.

44.92K

Mar 31, 21

+4.40K

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

32.37K

Mar 31, 21

+6.16K

0.00%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

7.66K

Mar 31, 21

0.00%

Paracle Advisors, LLC

5.10K

Mar 31, 21

-93

0.00%

WealthStone, Inc.

2.07K

Mar 31, 21

-1.00K

0.00%

Reby Advisors, LLC

401.46K

Dec 31, 20

+401.46K

0.02%

SVA Wealth Management, LLC

21.57K

Dec 31, 20

+90

0.00%

Blue Chip Wealth Management, Inc.

26.40K

Sep 30, 20

-805

0.00%

Stearns Financial Services Group

24.09K

Sep 30, 20

-1.63K

0.00%

First Allied Advisory Services, Inc.

9.02K

Sep 30, 20

-946

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

8.81K

Sep 30, 20

-198

0.00%

Wealthspire Advisors, L.P.

2.27K

Sep 30, 20

+2.27K

0.00%

QUANTUM CAPITAL MANAGEMENT

751

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

0.00%

Independence Advisors, LLC

Sep 30, 20

0.00%

Argent Wealth Management LLC

111.07K

Jun 30, 20

-2.72K

0.01%

Starfire Investment Advisers, Inc.

46.52K

Jun 30, 20

-856

0.00%

Private Vista, LLC

22.92K

Jun 30, 20

+50

0.00%

TRADITION ASSET MANAGEMENT LLC

2.47K

Jun 30, 20

+2.47K

0.00%

Lenox Wealth Management, Inc.

1.46K

Jun 30, 20

-112

0.00%

TRUEWEALTH LLC

1.15K

Jun 30, 20

+100

0.00%

BOYS ARNOLD & CO INC

11.94K

Mar 31, 20

0.00%

Foothills Asset Management, Ltd.

11.81K

Mar 31, 20

+1.36K

0.00%

Squar Milner Financial Services LLC

534

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.73M

Dec 31, 19

+588.85K

0.10%

CAPITAL ONE, NATIONAL ASSOCIATION

50.06K

Dec 31, 19

+50.06K

0.00%

Advisor Group, Inc.

31.27K

Dec 31, 19

+2.09K

0.00%

Beacon Pointe Wealth Advisors, LLC

20.75K

Dec 31, 19

-626

0.00%

BB&T SECURITIES, LLC

602.41K

Sep 30, 19

+20.27K

0.03%

VALENTINE VENTURES LLC

284.83K

Sep 30, 19

+232.86K

0.02%

Guidant Wealth Advisors

105.13K

Sep 30, 19

+6.91K

0.01%

SOUTH TEXAS MONEY MANAGEMENT LTD

35.42K

Sep 30, 19

-2.92K

0.00%

Premia Global Advisors, LLC

31.66K

Sep 30, 19

-5.21K

0.00%

Roof Advisory Group, Inc.

303.96K

Jun 30, 19

+143.38K

0.02%

Live Your Vision, LLC

116.49K

Mar 31, 19

+8.41K

0.01%

Steinberg Global Asset Management

21.23K

Mar 31, 19

-10.12K

0.00%

Weatherstone Capital Management

Mar 31, 19

-23.03K

Opes Advisors Inc

136.04K

Dec 31, 18

-3.98K

0.01%

BREMER TRUST NATIONAL ASSOCIATION

Dec 31, 18

+54

0.00%

Vantage Investment Advisors, LLC

5.55K

Sep 30, 18

-584

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

3.75K

Sep 30, 18

+3.75K

0.00%

Edge Advisors, LLC

16.04K

Jun 30, 18

-200

0.00%

Kabarec Financial Advisors, Ltd.

6.73K

Jun 30, 18

-218

0.00%

XML SECURITIES, LLC

104.17K

Mar 31, 18

+13.71K

0.01%

FinTrust Investment Advisory Services, LLC

7.47K

Mar 31, 18

-921

0.00%

GFS Private Wealth, LLC

180.59K

Dec 31, 17

+180.59K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-30.68K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-55.09K

DAVIDSON & GARRARD INC

15.30K

Sep 30, 17

+183

0.00%

Jacobus Wealth Management, Inc.

1.82K

Sep 30, 17

+1.82K

0.00%

Commonwealth Equity Services, Inc

172.96K

Jun 30, 17

+14.68K

0.01%

Kernodle & Katon Asset Management Group, LLC

1.03K

Mar 31, 17

0.00%

MSI Financial Services Inc

23.16K

Dec 31, 16

+11.30K

0.00%

Trutina Financial LLC

21.95K

Dec 31, 16

+2.50K

0.00%

Stanford Investment Group, Inc.

102

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-969

TMFS HOLDINGS LLC

7.80M

Sep 30, 16

+700.91K

0.45%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-810

VSR Financial Services, Inc.

111.92K

Jun 30, 16

+5.06K

0.01%

Investors Capital Advisory Services

5.76K

Jun 30, 16

+10

0.00%

Carnick & Kubik, LLC

3.74K

Mar 31, 16

+3.74K

0.00%

Hoxton Financial, Inc.

122

Mar 31, 16

+122

0.00%

MID CONTINENT CAPITAL LLC/IL

6.10K

Sep 30, 15

+6.10K

0.00%

STANCORP INVESTMENT ADVISERS INC

526

Mar 31, 15

-215

0.00%

UBS AG

10.39K

Sep 30, 14

+2.50K

0.00%

Compass Efficient Model Portfolios, LLC

197

Dec 31, 13

+25

0.00%

Jane Street Holding, LLC

Dec 31, 13

-8.65K