Schwab Short-Term U.S. Treasury ETF(SCHO)

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SCHO(SCHO)

SCHO

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

113.54M

Jun 30, 26

+2.82M

21.12%

JPMORGAN CHASE & CO

22.19M

Jun 30, 26

-2.28M

4.13%

AMERIPRISE FINANCIAL INC

19.59M

Jun 30, 26

+4.14M

3.64%

SEI INVESTMENTS CO

17.39M

Jun 30, 26

+648.10K

3.23%

ENVESTNET ASSET MANAGEMENT INC

13.25M

Jun 30, 26

+5.58M

2.46%

ALLIANCEBERNSTEIN L.P.

6.21M

Jun 30, 26

+5.54M

1.15%

STIFEL FINANCIAL CORP

5.55M

Jun 30, 26

-808.66K

1.03%

MCF Advisors LLC

4.43M

Jun 30, 26

+1.68M

0.82%

LPL Financial LLC

4.35M

Jun 30, 26

+2.03M

0.81%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.10M

Jun 30, 26

+685.91K

0.76%

Moisand Fitzgerald Tamayo, LLC

4.08M

Jun 30, 26

+161.41K

0.76%

WELLS FARGO & COMPANY/MN

3.57M

Jun 30, 26

+1.27M

0.66%

PNC FINANCIAL SERVICES GROUP, INC.

3.55M

Jun 30, 26

-553.15K

0.66%

Wealthfront Advisers LLC

2.98M

Jun 30, 26

+1.73K

0.55%

Bangor Savings Bank

2.76M

Jun 30, 26

+181.85K

0.51%

UBS Group AG

2.56M

Jun 30, 26

+741.62K

0.48%

Midwest Trust Co

2.53M

Jun 30, 26

+687.33K

0.47%

Merit Financial Group, LLC

2.44M

Jun 30, 26

+384.45K

0.45%

FIDUCIARY FINANCIAL GROUP, LLC

2.30M

Jun 30, 26

+128.15K

0.43%

LVW Advisors, LLC

2.18M

Jun 30, 26

+69.86K

0.41%

TruNorth Capital Management, LLC

2.11M

Jun 30, 26

+147.44K

0.39%

FLC Capital Advisors

1.86M

Jun 30, 26

+144.09K

0.35%

MML INVESTORS SERVICES, LLC

1.85M

Jun 30, 26

+1.43M

0.34%

MORGAN STANLEY

1.81M

Jun 30, 26

-76.23K

0.34%

High Probability Advisors, LLC

1.76M

Jun 30, 26

+76.01K

0.33%

MASSMUTUAL TRUST CO FSB/ADV

1.70M

Jun 30, 26

+551.34K

0.32%

Waverly Advisors, LLC

1.68M

Jun 30, 26

+160.78K

0.31%

RMR Wealth Builders

1.65M

Jun 30, 26

+854.35K

0.31%

DAVENPORT & Co LLC

1.64M

Jun 30, 26

+151.36K

0.31%

Morningstar Investment Management LLC

1.61M

Jun 30, 26

0.30%

STEPHENS GROUP ASSET MANAGEMENT, LLC

1.61M

Jun 30, 26

+68.14K

0.30%

Willis Johnson & Associates, Inc.

1.61M

Jun 30, 26

+152.93K

0.30%

Cetera Investment Advisers

1.59M

Jun 30, 26

+781.67K

0.30%

Cerity Partners LLC

1.56M

Jun 30, 26

-137.16K

0.29%

MAI Capital Management

1.47M

Jun 30, 26

+99.42K

0.27%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.42M

Jun 30, 26

+56.34K

0.26%

ACCESS FINANCIAL SERVICES, INC.

1.40M

Jun 30, 26

+15.73K

0.26%

United Capital Management of KS, Inc.

1.21M

Jun 30, 26

+35.24K

0.22%

MERCER GLOBAL ADVISORS INC /ADV

1.19M

Jun 30, 26

-213.71K

0.22%

Passive Capital Management, LLC.

1.17M

Jun 30, 26

-68.15K

0.22%

Charles Schwab Trust Co

1.14M

Jun 30, 26

+37.60K

0.21%

MBM Wealth Consultants, LLC

1.11M

Jun 30, 26

+147.69K

0.21%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

1.08M

Jun 30, 26

+25.55K

0.20%

Holcombe Financial, Inc.

1.03M

Jun 30, 26

-4.03K

0.19%

Galvin, Gaustad & Stein, LLC

965.27K

Jun 30, 26

+78.37K

0.18%

ALESCO ADVISORS LLC

921.01K

Jun 30, 26

+168.78K

0.17%

Savant Capital, LLC

904.20K

Jun 30, 26

+452.37K

0.17%

Journey Advisory Group, LLC

900.96K

Jun 30, 26

+41.07K

0.17%

Kestra Investment Management, LLC

891.42K

Jun 30, 26

-316.90K

0.17%

BALLAST ADVISORS LLC

870.41K

Jun 30, 26

+870.41K

0.16%

Courage Miller Partners, LLC

850.86K

Jun 30, 26

+30.82K

0.16%

AdvisorNet Financial, Inc

847.58K

Jun 30, 26

+67.43K

0.16%

NOVEM GROUP

826.20K

Jun 30, 26

+35.63K

0.15%

Black Diamond Financial, LLC

822.00K

Jun 30, 26

+98.90K

0.15%

BRANDYWINE OAK PRIVATE WEALTH LLC

809.73K

Jun 30, 26

+56.15K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

806.93K

Jun 30, 26

+45.74K

0.15%

KRM WEALTH MANAGEMENT L.L.C.

780.78K

Jun 30, 26

+66.69K

0.15%

Transmarket Holdings LP

777.45K

Jun 30, 26

+777.45K

0.14%

Fund Evaluation Group, LLC

772.92K

Jun 30, 26

0.14%

BWM Planning, LLC

743.05K

Jun 30, 26

+39.39K

0.14%

Robinswood Financial LLC

682.36K

Jun 30, 26

+22.38K

0.13%

Farther Finance Advisors, LLC

677.25K

Jun 30, 26

+13.23K

0.13%

Clear Retirement Advice LLC

669.89K

Jun 30, 26

+71.81K

0.12%

BARD ASSOCIATES INC

653.38K

Jun 30, 26

+144.53K

0.12%

Avidian Wealth Solutions, LLC

652.26K

Jun 30, 26

+14.43K

0.12%

RAYMOND JAMES FINANCIAL INC

648.71K

Jun 30, 26

+5.93K

0.12%

Pure Financial Advisors, LLC

646.83K

Jun 30, 26

+17.99K

0.12%

Inspire Investing, LLC

628.89K

Jun 30, 26

-60.47K

0.12%

Prairiewood Capital, LLC

621.51K

Jun 30, 26

+45.34K

0.12%

JPL Wealth Management, LLC

617.38K

Jun 30, 26

-32.93K

0.11%

Stonebridge Financial Group, LLC

611.44K

Jun 30, 26

+33.49K

0.11%

ADVISOR GROUP HOLDINGS, INC.

602.76K

Jun 30, 26

+133.67K

0.11%

Meridian Wealth Partners, LLC

582.66K

Jun 30, 26

+40.00K

0.11%

Pensionmark Financial Group, LLC

568.26K

Jun 30, 26

+48.37K

0.11%

Bank of New York Mellon Corp

562.00K

Jun 30, 26

+29.31K

0.10%

Marotta Asset Management

558.42K

Jun 30, 26

-6.06K

0.10%

Towneley Capital Management, Inc / DE

557.12K

Jun 30, 26

+7.93K

0.10%

Arnold Financial Planning LLC

547.51K

Jun 30, 26

+29.56K

0.10%

Nuveen, LLC

547.08K

Jun 30, 26

+547.08K

0.10%

CHOREO, LLC

528.35K

Jun 30, 26

-214

0.10%

US BANCORP \DE\

520.31K

Jun 30, 26

+30.84K

0.10%

Westover Capital Advisors, LLC

507.21K

Jun 30, 26

+3.65K

0.09%

Blue Sky Capital Consultants Group, Inc.

507.19K

Jun 30, 26

-88.31K

0.09%

TRB Wealth Management, LLC

500.99K

Jun 30, 26

+17.21K

0.09%

ROYAL BANK OF CANADA

490.75K

Jun 30, 26

-28.51K

0.09%

Phillip James Consulting Co.

488.53K

Jun 30, 26

+488.53K

0.09%

Peterson Wealth Advisors, LLC

487.95K

Jun 30, 26

+15.07K

0.09%

L. Roy Papp & Associates, LLP

467.34K

Jun 30, 26

-5.14K

0.09%

FIRST NATIONAL TRUST CO

464.46K

Jun 30, 26

-1.56K

0.09%

SIMS INVESTMENT MANAGEMENT, LLC

455.54K

Jun 30, 26

+32.91K

0.08%

ZynergyRetirementPlanningLLC

449.10K

Jun 30, 26

+10.57K

0.08%

Mutual Advisors, LLC

418.59K

Jun 30, 26

-6.97K

0.08%

BROWN WEALTH MANAGEMENT, LLC

409.96K

Jun 30, 26

+12.93K

0.08%

Milestone Investment Advisors LLC

407.54K

Jun 30, 26

+17.25K

0.08%

DOCK STREET ASSET MANAGEMENT INC

397.36K

Jun 30, 26

-5.70K

0.07%

Oakwell Private Wealth Management, LLC

394.74K

Jun 30, 26

+7.86K

0.07%

CAPTRUST FINANCIAL ADVISORS

394.30K

Jun 30, 26

-52.69K

0.07%

Rosenberg Matthew Hamilton

391.12K

Jun 30, 26

+5.12K

0.07%

Eaton Financial Holdings Company, LLC

386.62K

Jun 30, 26

+224.53K

0.07%

Cloud Capital Management, LLC

384.91K

Jun 30, 26

+37.20K

0.07%

Creative Planning

374.72K

Jun 30, 26

-24.57K

0.07%

Western Reserve Capital Management, LLC

374.27K

Jun 30, 26

+46.41K

0.07%

C M BIDWELL & ASSOCIATES LTD

366.10K

Jun 30, 26

+325

0.07%

MGO ONE SEVEN LLC

359.26K

Jun 30, 26

-16.84K

0.07%

PARK AVENUE SECURITIES LLC

358.80K

Jun 30, 26

+327.66K

0.07%

Integrated Wealth Concepts LLC

358.36K

Jun 30, 26

+99.91K

0.07%

Cambridge Investment Research Advisors, Inc.

350.69K

Jun 30, 26

+93.69K

0.07%

Baird Financial Group, Inc.

347.96K

Jun 30, 26

+69.70K

0.06%

Private Advisor Group, LLC

345.78K

Jun 30, 26

+47.38K

0.06%

Greenline Partners, LLC

343.31K

Jun 30, 26

-1.90K

0.06%

Clarity Wealth Development LLC

337.23K

Jun 30, 26

+337.23K

0.06%

COMMERCE BANK

336.98K

Jun 30, 26

+107.65K

0.06%

Altiora Financial Group, LLC

333.02K

Jun 30, 26

-5.00K

0.06%

Roundview Capital LLC

326.65K

Jun 30, 26

-12.73K

0.06%

ASSOCIATED BANC-CORP

325.60K

Jun 30, 26

+50.93K

0.06%

SMI Advisory Services, LLC

321.16K

Jun 30, 26

+4.14K

0.06%

Momentum Wealth Planning, LLC

315.30K

Jun 30, 26

-85.03K

0.06%

Maltin Wealth Management, Inc.

312.09K

Jun 30, 26

+99.90K

0.06%

Farrow Financial Inc.

301.67K

Jun 30, 26

+71.49K

0.06%

Abacus Planning Group, Inc.

300.04K

Jun 30, 26

-647

0.06%

Values First Advisors, Inc.

296.68K

Jun 30, 26

+296.68K

0.06%

Stratos Wealth Advisors, LLC

293.16K

Jun 30, 26

-124.26K

0.05%

Grove Street Fiduciary, LLC

292.51K

Jun 30, 26

-847

0.05%

Plan A Wealth LLC

288.52K

Jun 30, 26

+20.05K

0.05%

Resonant Capital Advisors, LLC

286.54K

Jun 30, 26

+21.67K

0.05%

Beacon Pointe Advisors, LLC

282.06K

Jun 30, 26

-354

0.05%

FIFTH THIRD SECURITIES, INC.

260.24K

Jun 30, 26

-75.35K

0.05%

Act Two Investors LLC

256.21K

Jun 30, 26

+13.45K

0.05%

BIP Wealth, LLC

256.04K

Jun 30, 26

+256.04K

0.05%

HUTCHINSON CAPITAL MANAGEMENT/CA

253.95K

Jun 30, 26

+13.30K

0.05%

PRINCIPAL SECURITIES, INC.

248.05K

Jun 30, 26

-961

0.05%

Apella Capital, LLC

245.95K

Jun 30, 26

+6.03K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

240.65K

Jun 30, 26

+197.83K

0.04%

WBH ADVISORY INC

239.50K

Jun 30, 26

+121.32K

0.04%

Valpey Financial Services, LLC

236.03K

Jun 30, 26

+18.22K

0.04%

Dynamic Advisor Solutions LLC

235.39K

Jun 30, 26

+14.84K

0.04%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

234.58K

Jun 30, 26

-10.45K

0.04%

Successful Portfolios LLC

230.21K

Jun 30, 26

+7.22K

0.04%

Focus Financial Network, Inc.

228.87K

Jun 30, 26

-68.35K

0.04%

HB Wealth Management, LLC

225.82K

Jun 30, 26

-980

0.04%

Evensky & Katz LLC

222.90K

Jun 30, 26

-10.04K

0.04%

Summit Financial, LLC

222.80K

Jun 30, 26

+5.83K

0.04%

Colony Group, LLC

222.60K

Jun 30, 26

-128.59K

0.04%

ISLAY CAPITAL MANAGEMENT, LLC

219.60K

Jun 30, 26

-3.63K

0.04%

GOLDMAN SACHS GROUP INC

216.42K

Jun 30, 26

+135.75K

0.04%

Cheviot Value Management, LLC

213.11K

Jun 30, 26

+80.48K

0.04%

Bigelow Investment Advisors, LLC

206.56K

Jun 30, 26

+8.71K

0.04%

CFG Wealth Management Services, Inc.

206.47K

Jun 30, 26

0.04%

BlackRock, Inc.

205.98K

Jun 30, 26

-59.59K

0.04%

Sand Hill Global Advisors, LLC

201.94K

Jun 30, 26

0.04%

MidFirst Bank

198.54K

Jun 30, 26

-10.46K

0.04%

Sankala Group LLC

197.03K

Jun 30, 26

+416

0.04%

Independent Solutions Wealth Management, LLC

195.13K

Jun 30, 26

-5.32K

0.04%

WNY Asset Management, LLC

193.81K

Jun 30, 26

+19.15K

0.04%

NewEdge Advisors, LLC

190.10K

Jun 30, 26

+45.01K

0.04%

Pflug Koory, LLC

188.60K

Jun 30, 26

-2.92K

0.04%

HighTower Advisors, LLC

185.96K

Jun 30, 26

-4.08K

0.03%

American Investment Services, Inc.

184.99K

Jun 30, 26

+4.08K

0.03%

StoneX Group Inc.

183.41K

Jun 30, 26

+7.28K

0.03%

Harrington Investments, INC

183.19K

Jun 30, 26

+600

0.03%

TRUIST FINANCIAL CORP

180.58K

Jun 30, 26

-39.67K

0.03%

Cornerstone Wealth Advisors, Inc.

179.94K

Jun 30, 26

+9.19K

0.03%

Christensen, King & Associates Investment Services, Inc.

178.35K

Jun 30, 26

-3.41K

0.03%

Csenge Advisory Group

177.46K

Jun 30, 26

+30.75K

0.03%

Carlton Hofferkamp & Jenks Wealth Management, LLC

173.58K

Jun 30, 26

-493

0.03%

STRATEGIC ADVISORY PARTNERS, LLC

172.19K

Jun 30, 26

+52.21K

0.03%

LOWERY THOMAS, LLC

161.39K

Jun 30, 26

+8.99K

0.03%

Brookstone Capital Management

159.89K

Jun 30, 26

+30.56K

0.03%

DOVER ADVISORS, LLC

156.86K

Jun 30, 26

+13.75K

0.03%

Ameritas Advisory Services, LLC

152.76K

Jun 30, 26

+69.92K

0.03%

Main Street Group, LTD

150.99K

Jun 30, 26

-30.34K

0.03%

Johnson Financial Group, LLC

150.92K

Jun 30, 26

+2.66K

0.03%

Envestnet Portfolio Solutions, Inc.

150.33K

Jun 30, 26

+150.33K

0.03%

Hidden Cove Wealth Management, LLC

147.36K

Jun 30, 26

+1.47K

0.03%

Investment Research Partners LLC

141.05K

Jun 30, 26

+13.39K

0.03%

BENJAMIN EDWARDS INC

140.50K

Jun 30, 26

+5.67K

0.03%

BLAIR WILLIAM & CO/IL

139.78K

Jun 30, 26

+18.90K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

138.56K

Jun 30, 26

+1.36K

0.03%

Great Lakes Retirement, Inc.

136.16K

Jun 30, 26

+8.09K

0.03%

Prime Capital Investment Advisors, LLC

135.62K

Jun 30, 26

-2.59K

0.03%

Versant Capital Management, Inc

134.83K

Jun 30, 26

+22.77K

0.03%

PARK NATIONAL CORP /OH/

134.67K

Jun 30, 26

+10.93K

0.03%

Triad Wealth Partners, LLC

132.18K

Jun 30, 26

+30.43K

0.02%

Beckerman Institutional, LLC

130.70K

Jun 30, 26

-876

0.02%

JONES FINANCIAL COMPANIES LLLP

130.10K

Jun 30, 26

+27.24K

0.02%

GLOBALT Investments LLC / GA

129.67K

Jun 30, 26

-6.29K

0.02%

ETF Store, Inc.

129.55K

Jun 30, 26

+6.66K

0.02%

Journey Beyond Wealth, LLC

128.99K

Jun 30, 26

-3.94K

0.02%

Eagle Strategies LLC

128.69K

Jun 30, 26

-216.02K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

128.39K

Jun 30, 26

+2.41K

0.02%

Rialto Wealth Management, LLC

128.35K

Jun 30, 26

+3.66K

0.02%

TrustWell Financial Advisors, LLC

128.13K

Jun 30, 26

+426

0.02%

NorthRock Partners, LLC

128.03K

Jun 30, 26

-25.25K

0.02%

Allworth Financial LP

126.53K

Jun 30, 26

+1.83K

0.02%

Heritage Wealth Management, Inc. /CA/

125.00K

Jun 30, 26

-4.00K

0.02%

WT Wealth Management

124.50K

Jun 30, 26

+9.88K

0.02%

McLean Asset Management Corp

123.49K

Jun 30, 26

0.02%

Blue Capital, Inc.

123.25K

Jun 30, 26

+123.25K

0.02%

SigFig Wealth Management, LLC

123.08K

Jun 30, 26

+2.02K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

122.66K

Jun 30, 26

+805

0.02%

Collaborative Fund Advisors, LLC

120.99K

Jun 30, 26

+120.99K

0.02%

SIMA Wealth Partners, LLC

120.85K

Jun 30, 26

-7.06K

0.02%

BFI Wealth Solutions, LLC

119.47K

Jun 30, 26

+119.47K

0.02%

Pinkerton Retirement Specialists, LLC

118.84K

Jun 30, 26

+5.94K

0.02%

North Forty Two & Co.

118.06K

Jun 30, 26

+2.65K

0.02%

GW HENSSLER & ASSOCIATES LTD

117.81K

Jun 30, 26

-22.52K

0.02%

Asset Allocation Strategies LLC

117.63K

Jun 30, 26

-169

0.02%

Verdence Capital Advisors LLC

117.51K

Jun 30, 26

-4.03K

0.02%

National Wealth Management Group, LLC

117.13K

Jun 30, 26

+4.58K

0.02%

Sanctuary Advisors, LLC

114.69K

Jun 30, 26

+87.37K

0.02%

Mariner, LLC

112.44K

Jun 30, 26

-188.14K

0.02%

Lido Advisors, LLC

111.94K

Jun 30, 26

+8.45K

0.02%

True Freedom Investing, LLC

111.93K

Jun 30, 26

-3.50K

0.02%

W.H. Cornerstone Investments Inc.

111.56K

Jun 30, 26

-21.91K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

110.18K

Jun 30, 26

+19.77K

0.02%

Burk Holdings LLC

109.14K

Jun 30, 26

+23.14K

0.02%

Gambit Capital Management, LLC

106.57K

Jun 30, 26

+37.76K

0.02%

XY Planning Network, Inc.

105.90K

Jun 30, 26

-784

0.02%

Frontier Asset Management, LLC

105.76K

Jun 30, 26

+105.76K

0.02%

VestGen Advisors, LLC

105.53K

Jun 30, 26

-12.38K

0.02%

Clearwater Capital Advisors, LLC

104.94K

Jun 30, 26

-89.41K

0.02%

Carnegie Capital Asset Management, LLC

102.50K

Jun 30, 26

+3.22K

0.02%

Ballast Rock Private Wealth LLC

101.17K

Jun 30, 26

-6.24K

0.02%

ANDERSON HOAGLAND & CO

100.73K

Jun 30, 26

+22.32K

0.02%

Lifeworks Advisors, LLC

98.78K

Jun 30, 26

-8.51K

0.02%

HARBOUR INVESTMENTS, INC.

98.20K

Jun 30, 26

-941

0.02%

Maridea Wealth Management LLC

97.53K

Jun 30, 26

+97.53K

0.02%

Tanglewood Wealth Management, Inc.

97.46K

Jun 30, 26

+97.46K

0.02%

Capital Investment Advisors, LLC

97.10K

Jun 30, 26

+21.46K

0.02%

Sequoia Financial Advisors, LLC

96.97K

Jun 30, 26

+69.83K

0.02%

Rockefeller Capital Management L.P.

96.13K

Jun 30, 26

-11.03K

0.02%

OneAscent Financial Services LLC

95.53K

Jun 30, 26

+3.59K

0.02%

PITTENGER & ANDERSON INC

93.47K

Jun 30, 26

+13.03K

0.02%

Coastal Bridge Advisors, LLC

90.76K

Jun 30, 26

+48.13K

0.02%

Valmark Advisers, Inc.

90.72K

Jun 30, 26

-13.32K

0.02%

Bank of Marin

89.43K

Jun 30, 26

+4.88K

0.02%

Pines Wealth Management, LLC

89.17K

Jun 30, 26

+4.13K

0.02%

First Financial Group Corp

88.18K

Jun 30, 26

+4.53K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

87.38K

Jun 30, 26

-13.15K

0.02%

Global Retirement Partners, LLC

86.86K

Jun 30, 26

+86.86K

0.02%

IFP Advisors, Inc

85.12K

Jun 30, 26

+8.96K

0.02%

Miracle Mile Advisors, LLC

84.33K

Jun 30, 26

+84.33K

0.02%

Breakwater Investment Management

83.96K

Jun 30, 26

-31.72K

0.02%

Lantern Wealth Advisors, LLC

83.95K

Jun 30, 26

-67

0.02%

Brand Asset Management Group, Inc.

82.77K

Jun 30, 26

-1.65K

0.02%

Compass Financial Group, INC/SD

82.33K

Jun 30, 26

+14.77K

0.02%

SOUTH PLAINS FINANCIAL, INC.

82.20K

Jun 30, 26

+44.67K

0.02%

Elite Financial, Inc.

80.67K

Jun 30, 26

-25.16K

0.02%

Unconventional Investor, LLC

80.53K

Jun 30, 26

+80.53K

0.01%

EP Wealth Advisors, LLC

80.53K

Jun 30, 26

+17.52K

0.01%

DMC Group, LLC

79.53K

Jun 30, 26

-4.62K

0.01%

Vise Technologies, Inc.

78.99K

Jun 30, 26

+920

0.01%

Centurion Wealth Management LLC

78.25K

Jun 30, 26

+4.75K

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

77.12K

Jun 30, 26

-2.10K

0.01%

Walkner Condon Financial Advisors LLC

74.57K

Jun 30, 26

-2.32K

0.01%

Mission Hills Financial Advisory, LLC

74.46K

Jun 30, 26

+13.15K

0.01%

Reality Financial Planning Services, LLC

73.80K

Jun 30, 26

+6.89K

0.01%

Dakota Wealth Management

73.10K

Jun 30, 26

-53.31K

0.01%

Invst, LLC

71.99K

Jun 30, 26

+71.99K

0.01%

New Hampshire Trust

71.80K

Jun 30, 26

+9.55K

0.01%

Diversified Trust Co

70.81K

Jun 30, 26

+640

0.01%

Innovative Wealth Building LLC

70.10K

Jun 30, 26

-1.41K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

69.20K

Jun 30, 26

+46.59K

0.01%

Valley Financial Group, Inc.

68.52K

Jun 30, 26

-4.10K

0.01%

Savvy Advisors, Inc.

68.06K

Jun 30, 26

+5.27K

0.01%

ERTS Wealth Advisors, LLC

67.83K

Jun 30, 26

-1.03K

0.01%

Gilbert Capital Group, Inc.

67.81K

Jun 30, 26

-40.29K

0.01%

Inspire Advisors, LLC

66.61K

Jun 30, 26

+2.33K

0.01%

Team Financial Group, LLC

65.25K

Jun 30, 26

+421

0.01%

DEAN INVESTMENT ASSOCIATES, LLC

63.67K

Jun 30, 26

-4.13K

0.01%

Buckingham Strategic Partners

63.18K

Jun 30, 26

+910

0.01%

Joel Isaacson & Co., LLC

62.65K

Jun 30, 26

+3.21K

0.01%

Sherman Asset Management, Inc.

61.72K

Jun 30, 26

+11.88K

0.01%

Everhart Financial Group, Inc.

60.55K

Jun 30, 26

+60.55K

0.01%

Opus Financial Solutions LLC

59.07K

Jun 30, 26

-14.61K

0.01%

Sellwood Consulting LLC

59.02K

Jun 30, 26

+943

0.01%

True Link Financial Advisors, LLC

58.94K

Jun 30, 26

-16.34K

0.01%

DBK Financial Counsel, LLC

58.83K

Jun 30, 26

-45.76K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

58.47K

Jun 30, 26

+1.66K

0.01%

MBE Wealth Management, LLC

58.30K

Jun 30, 26

-1.04K

0.01%

ARK & TLK INVESTMENTS, LLC

58.08K

Jun 30, 26

-162

0.01%

Mendota Financial Group, LLC

57.34K

Jun 30, 26

-4.88K

0.01%

Beverly Hills Private Wealth, LLC

57.32K

Jun 30, 26

+47.89K

0.01%

Beacon Financial Advisory LLC

57.23K

Jun 30, 26

-1.53K

0.01%

United Advisor Group, LLC

57.20K

Jun 30, 26

-3.87K

0.01%

Western Wealth Management, LLC

56.49K

Jun 30, 26

-7.43K

0.01%

Great Waters Wealth Management

55.35K

Jun 30, 26

-2.80K

0.01%

HIGHLINE WEALTH PARTNERS LLC

55.19K

Jun 30, 26

+55.19K

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

54.61K

Jun 30, 26

+54.61K

0.01%

Barnes Dennig Private Wealth Management LLC

54.47K

Jun 30, 26

+11.89K

0.01%

Aventus Investment Advisors, Inc.

53.99K

Jun 30, 26

-64.56K

0.01%

HighPoint Advisor Group LLC

53.80K

Jun 30, 26

-826

0.01%

Tortoise Investment Management, LLC

53.28K

Jun 30, 26

-22.85K

0.01%

Tempus Wealth Planning, LLC

52.73K

Jun 30, 26

+3.88K

0.01%

SeaCrest Wealth Management, LLC

52.58K

Jun 30, 26

+35.36K

0.01%

Seek First Inc.

52.41K

Jun 30, 26

-2.56K

0.01%

Bleakley Financial Group, LLC

50.76K

Jun 30, 26

-3.95K

0.01%

Towercrest Capital Management

50.59K

Jun 30, 26

+220

0.01%

Alliance Wealth Management Group

50.59K

Jun 30, 26

+220

0.01%

Veery Capital, LLC

50.06K

Jun 30, 26

-739

0.01%

CLEAR INVESTMENT RESEARCH, LLC

49.54K

Jun 30, 26

+376

0.01%

Orographic Financial Advisors, LLC

49.46K

Jun 30, 26

-490

0.01%

J.W. COLE ADVISORS, INC.

49.34K

Jun 30, 26

+49.34K

0.01%

Tennessee Valley Asset Management Partners

49.33K

Jun 30, 26

+1.51K

0.01%

Alteri Wealth LLC

48.75K

Jun 30, 26

+2.69K

0.01%

CI Private Wealth, LLC

48.40K

Jun 30, 26

-35.40K

0.01%

BNP PARIBAS

48.40K

Jun 30, 26

+12.53K

0.01%

Toroso Investments, LLC

48.36K

Jun 30, 26

-3.02K

0.01%

EverSource Wealth Advisors, LLC

47.63K

Jun 30, 26

-5.20K

0.01%

K2 Financial Inc.

47.13K

Jun 30, 26

-120

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

46.92K

Jun 30, 26

+2.96K

0.01%

Foster Victor Wealth Advisors, LLC

46.56K

Jun 30, 26

-3.09K

0.01%

WorthPointe, LLC

46.49K

Jun 30, 26

-35.43K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

46.11K

Jun 30, 26

-1.66K

0.01%

Bright Futures Wealth Management, LLC.

45.76K

Jun 30, 26

+329

0.01%

Evanson Financial, LLC

45.54K

Jun 30, 26

+45.54K

0.01%

ARS Wealth Advisors Group, LLC

45.40K

Jun 30, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

45.16K

Jun 30, 26

-305

0.01%

Twele Capital Management, Inc.

44.97K

Jun 30, 26

-189

0.01%

Mainsail Financial Group, LLC

44.95K

Jun 30, 26

-42.59K

0.01%

Cumberland Partners Ltd

44.52K

Jun 30, 26

-1.52K

0.01%

Lummis Asset Management, LP

44.15K

Jun 30, 26

-2.70K

0.01%

Kestra Advisory Services, LLC

44.02K

Jun 30, 26

+17.34K

0.01%

Avestar Capital, LLC

44.00K

Jun 30, 26

-4.00K

0.01%

IMA Wealth, Inc.

43.71K

Jun 30, 26

+43.71K

0.01%

Balanced Rock Investment Advisor

43.12K

Jun 30, 26

-28.01K

0.01%

Rossby Financial, LCC

42.43K

Jun 30, 26

+9.86K

0.01%

Ausdal Financial Partners, Inc.

42.32K

Jun 30, 26

+854

0.01%

Freestone Capital Holdings, LLC

42.29K

Jun 30, 26

+795

0.01%

NFP Retirement, Inc.

42.01K

Jun 30, 26

-5

0.01%

Princeton Global Asset Management LLC

41.65K

Jun 30, 26

-50.57K

0.01%

Guardian Financial Partners, LLC

41.33K

Jun 30, 26

-3.95K

0.01%

CreativeOne Wealth, LLC

40.78K

Jun 30, 26

-227.68K

0.01%

Madden Advisory Services, Inc.

40.35K

Jun 30, 26

+6.18K

0.01%

Meridian Wealth Management, LLC

40.21K

Jun 30, 26

+314

0.01%

LifePlan Financial, LLC

40.02K

Jun 30, 26

+519

0.01%

MADDEN SECURITIES Corp

39.81K

Jun 30, 26

+4.16K

0.01%

Adviser Investments LLC

39.49K

Jun 30, 26

+39.49K

0.01%

Sprinkle Financial Consultants LLC

39.43K

Jun 30, 26

+39.43K

0.01%

Betterment LLC

39.29K

Jun 30, 26

+5.12K

0.01%

Aegis Wealth Management LLC

38.77K

Jun 30, 26

+9.23K

0.01%

Ethos Financial Group, LLC

38.68K

Jun 30, 26

-12.58K

0.01%

D.B. Root & Company, LLC

38.30K

Jun 30, 26

-3.23K

0.01%

Family Investment Center, Inc.

38.27K

Jun 30, 26

+1.26K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

38.08K

Jun 30, 26

+10.97K

0.01%

Sigma Planning Corp

37.97K

Jun 30, 26

+37.97K

0.01%

McCartney Wealth Management LLC

37.38K

Jun 30, 26

-463

0.01%

BDFS Capital LLC

37.33K

Jun 30, 26

+383

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

36.96K

Jun 30, 26

+22.05K

0.01%

Diversify Advisory Services, LLC

36.74K

Jun 30, 26

+36.74K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

36.74K

Jun 30, 26

-497.63K

0.01%

Downshift Financial, LLC

36.52K

Jun 30, 26

+984

0.01%

Kingsview Wealth Management, LLC

36.44K

Jun 30, 26

-2.30K

0.01%

Sage Investment Advisers LLC

36.37K

Jun 30, 26

-14.71K

0.01%

Ashton Thomas Private Wealth, LLC

36.27K

Jun 30, 26

+23.36K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

36.01K

Jun 30, 26

+3.74K

0.01%

Janney Montgomery Scott LLC

35.87K

Jun 30, 26

+13.26K

0.01%

Kuhn & Co Investment Counsel

35.84K

Jun 30, 26

+757

0.01%

Snowden Capital Advisors LLC

35.81K

Jun 30, 26

+11.45K

0.01%

Trevian Wealth Management LLC

35.53K

Jun 30, 26

+177

0.01%

Hennion & Walsh Asset Management, Inc.

35.27K

Jun 30, 26

-3.84K

0.01%

Brinker Capital Investments, LLC

34.91K

Jun 30, 26

+15.61K

0.01%

Fortis Advisors, LLC

34.84K

Jun 30, 26

-4.06K

0.01%

Concurrent Investment Advisors, LLC

34.37K

Jun 30, 26

-5.66K

0.01%

Vista Cima Wealth Management LLC

34.35K

Jun 30, 26

-799

0.01%

Elmwood Wealth Management, Inc.

34.00K

Jun 30, 26

0.01%

GRANVILLE CAPITAL, INC.

33.98K

Jun 30, 26

+1.97K

0.01%

Legacy Wealth Managment, LLC/ID

33.84K

Jun 30, 26

+33.84K

0.01%

FIDUCIARY TRUST CO

32.78K

Jun 30, 26

0.01%

Cambridge Advisors Inc.

32.76K

Jun 30, 26

0.01%

ALTFEST L J & CO INC

32.75K

Jun 30, 26

+1.28K

0.01%

Parkwoods Wealth Partners, LLC

32.20K

Jun 30, 26

+32.20K

0.01%

First County Bank /CT/

32.05K

Jun 30, 26

+2.72K

0.01%

CVA Family Office, LLC

32.03K

Jun 30, 26

+14

0.01%

CAPE COD FIVE CENTS SAVINGS BANK

31.94K

Jun 30, 26

+31.94K

0.01%

Wealthspire Advisors, LLC

31.63K

Jun 30, 26

-29.25K

0.01%

CHILTON INVESTMENT CO INC.

31.57K

Jun 30, 26

+1.66K

0.01%

JDM Financial Group LLC

30.84K

Jun 30, 26

-10.61K

0.01%

Simplicity Wealth,LLC

30.62K

Jun 30, 26

+2.47K

0.01%

Advisory Services Network, LLC

30.40K

Jun 30, 26

+7.21K

0.01%

Pinnacle Financial Partners, Inc.

29.99K

Jun 30, 26

+15.78K

0.01%

Asset One Wealth Management LLC

29.91K

Jun 30, 26

-5.72K

0.01%

Blake Schutter Theil Wealth Advisors, LLC

29.87K

Jun 30, 26

-517

0.01%

Stewardship Advisors, LLC

29.67K

Jun 30, 26

+2.71K

0.01%

Global Trust Asset Management, LLC

29.60K

Jun 30, 26

-1.30K

0.01%

MLG Wealth Management DBA Pine Grove Financial Group

29.46K

Jun 30, 26

+620

0.01%

Sightline Wealth Advisors, LLC

29.36K

Jun 30, 26

-19.19K

0.01%

FIDUCIARY FINANCIAL ADVISORS

29.01K

Jun 30, 26

+29.01K

0.01%

Pasadena Private Wealth, LLC

28.91K

Jun 30, 26

-4

0.01%

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

28.70K

Jun 30, 26

-1.32K

0.01%

Wealth Forward, LLC

28.27K

Jun 30, 26

+28.27K

0.01%

HBK Sorce Advisory LLC

28.23K

Jun 30, 26

-921

0.01%

Traub Capital Management LLC

28.19K

Jun 30, 26

-205

0.01%

TITLEIST ASSET MANAGEMENT, LLC

27.93K

Jun 30, 26

-2.86K

0.01%

Weitzel Financial Services, Inc.

27.91K

Jun 30, 26

+1.77K

0.01%

Stonekeep Investments, LLC

27.86K

Jun 30, 26

-25

0.01%

SRS Capital Advisors, Inc.

27.71K

Jun 30, 26

+18.85K

0.01%

SCS Capital Management LLC

27.69K

Jun 30, 26

+1.75K

0.01%

HARTLINE INVESTMENT CORP/

27.65K

Jun 30, 26

0.01%

UMB Bank, n.a.

27.43K

Jun 30, 26

-1.71K

0.01%

Koshinski Asset Management, Inc.

27.32K

Jun 30, 26

-4.06K

0.01%

Regal Investment Advisors LLC

27.19K

Jun 30, 26

+27.19K

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

27.14K

Jun 30, 26

+2.66K

0.01%

Adelphi Trust Co

26.86K

Jun 30, 26

+11.87K

0.00%

Legacy Edge Advisors, LLC

26.82K

Jun 30, 26

+26.82K

0.00%

Planned Solutions, Inc.

26.14K

Jun 30, 26

+670

0.00%

Hexagon Capital Partners LLC

25.85K

Jun 30, 26

-1.61K

0.00%

Noble Family Wealth, LLC

25.77K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

25.68K

Jun 30, 26

+25.68K

0.00%

Resources Investment Advisors, LLC.

25.63K

Jun 30, 26

-1.95K

0.00%

Brucke Financial, Inc.

25.54K

Jun 30, 26

+1.96K

0.00%

MISSION WEALTH MANAGEMENT, LP

25.22K

Jun 30, 26

-3.41K

0.00%

CITIGROUP INC

25.13K

Jun 30, 26

+2.69K

0.00%

AQR CAPITAL MANAGEMENT LLC

25.12K

Jun 30, 26

-13.99K

0.00%

JOHNSON INVESTMENT COUNSEL INC

25.10K

Jun 30, 26

+1.60K

0.00%

Main Street Financial Solutions, LLC

25.08K

Jun 30, 26

0.00%

Trek Financial, LLC

24.88K

Jun 30, 26

+7.64K

0.00%

BCS Wealth Management

24.78K

Jun 30, 26

-453

0.00%

Three Seasons Wealth, LLC

24.73K

Jun 30, 26

-876

0.00%

MONECO Advisors, LLC

24.67K

Jun 30, 26

+1.38K

0.00%

SAPIENT CAPITAL LLC

24.54K

Jun 30, 26

+24.54K

0.00%

Nelson Capital Management, LLC

24.45K

Jun 30, 26

+3.09K

0.00%

Krilogy Financial LLC

24.22K

Jun 30, 26

-600

0.00%

Edgestream Partners, L.P.

23.93K

Jun 30, 26

+23.93K

0.00%

HC Advisors, LLC

23.71K

Jun 30, 26

+1.21K

0.00%

Stonebridge Financial Group, LLC/CA

23.68K

Jun 30, 26

+23.68K

0.00%

Wealthcare Advisory Partners LLC

23.07K

Jun 30, 26

-4.42K

0.00%

BANK OF MONTREAL /CAN/

22.99K

Jun 30, 26

-16.29K

0.00%

Unify Financial Advisors

22.97K

Jun 30, 26

+930

0.00%

Arete Wealth Advisors, LLC

22.51K

Jun 30, 26

+22.51K

0.00%

BRIGHTON JONES LLC

22.27K

Jun 30, 26

+2.98K

0.00%

Valeo Financial Advisors, LLC

21.95K

Jun 30, 26

0.00%

Carolina Wealth Management Inc

21.92K

Jun 30, 26

+21.92K

0.00%

Strategic Blueprint, LLC

21.91K

Jun 30, 26

+21.91K

0.00%

Pacific Park Financial, Inc.

21.75K

Jun 30, 26

-2.50K

0.00%

Amicus Financial Advisors, LLC

21.32K

Jun 30, 26

-3.95K

0.00%

Signal Advisors Wealth, LLC

21.31K

Jun 30, 26

+3.77K

0.00%

CALTON & ASSOCIATES, INC.

21.18K

Jun 30, 26

+249

0.00%

Tradition Wealth Management, LLC

21.07K

Jun 30, 26

-483

0.00%

SILVER OAK SECURITIES, INCORPORATED

20.90K

Jun 30, 26

-8.00K

0.00%

NewCorp Financial Services, Inc.

20.80K

Jun 30, 26

+3.98K

0.00%

Steward Partners Investment Advisory, LLC

20.70K

Jun 30, 26

+5.12K

0.00%

RETIREMENT CAPITAL STRATEGIES

20.70K

Jun 30, 26

0.00%

Advisor Resource Council

20.55K

Jun 30, 26

+779

0.00%

Diversified Enterprises, LLC

20.51K

Jun 30, 26

+92

0.00%

VSM Wealth Advisory, LLC

20.49K

Jun 30, 26

-1.75K

0.00%

Clearstead Advisors, LLC

20.30K

Jun 30, 26

+13

0.00%

Live Oak Private Wealth LLC

20.19K

Jun 30, 26

+135

0.00%

REDW Wealth LLC

19.93K

Jun 30, 26

-26

0.00%

Perigon Wealth Management, LLC

19.51K

Jun 30, 26

+347

0.00%

Financial Engines Advisors L.L.C.

19.49K

Jun 30, 26

+92

0.00%

Blossom Wealth Management

19.40K

Jun 30, 26

-1.53K

0.00%

Stratos Wealth Partners, LTD.

19.34K

Jun 30, 26

+388

0.00%

Jacobi Capital Management LLC

19.31K

Jun 30, 26

-71

0.00%

Spinnaker Investment Group, LLC

19.15K

Jun 30, 26

-7.97K

0.00%

Vident Advisory, LLC

19.13K

Jun 30, 26

-8.53K

0.00%

CITADEL ADVISORS LLC

19.12K

Jun 30, 26

-63.23K

0.00%

Bragg Financial Advisors, Inc

18.96K

Jun 30, 26

-7

0.00%

1620 INVESTMENT ADVISORS, INC.

18.80K

Jun 30, 26

0.00%

Avant Financial Advisors LLC

18.74K

Jun 30, 26

0.00%

ASSETMARK, INC

18.61K

Jun 30, 26

+1.48K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

18.51K

Jun 30, 26

+691

0.00%

BIRCHBROOK, INC.

18.41K

Jun 30, 26

+448

0.00%

Independent Wealth Network Inc.

18.34K

Jun 30, 26

-530

0.00%

Mainstream Capital Management LLC

18.34K

Jun 30, 26

-248

0.00%

Somerset Group LLC

18.26K

Jun 30, 26

+171

0.00%

Perissos Private Wealth Management, LLC

18.22K

Jun 30, 26

+2.40K

0.00%

GeoWealth Management, LLC

18.12K

Jun 30, 26

+7.01K

0.00%

Gradient Investments LLC

18.00K

Jun 30, 26

+18.00K

0.00%

FIFTH THIRD BANCORP

17.88K

Jun 30, 26

-10.98K

0.00%

Keystone Global Partners, LLC

17.81K

Jun 30, 26

+491

0.00%

NATIXIS ADVISORS, L.P.

17.73K

Jun 30, 26

-644

0.00%

Claro Advisors LLC

17.43K

Jun 30, 26

+17.43K

0.00%

Blom & Howell Financial Planning, Inc.

17.31K

Jun 30, 26

-58

0.00%

Onyx Bridge Wealth Group LLC

17.23K

Jun 30, 26

0.00%

Per Stirling Capital Management, LLC.

16.86K

Jun 30, 26

0.00%

Signet Investment Advisory Group, Inc.

16.81K

Jun 30, 26

-1.02K

0.00%

EJMK Ventures LLC

16.61K

Jun 30, 26

-3.15K

0.00%

Transamerica Financial Advisors, Inc.

16.34K

Jun 30, 26

+15.17K

0.00%

Ascent Advisors, LLC

16.21K

Jun 30, 26

+16.21K

0.00%

Kings Path Partners LLC

16.14K

Jun 30, 26

-588

0.00%

Signature Resources Capital Management, LLC

16.09K

Jun 30, 26

-2.73K

0.00%

CHILTON CAPITAL MANAGEMENT LLC

16.07K

Jun 30, 26

-65

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

15.91K

Jun 30, 26

+298

0.00%

Founders Financial Alliance, LLC

15.74K

Jun 30, 26

+13.55K

0.00%

Enclave Advisors LLC

15.70K

Jun 30, 26

+855

0.00%

Fortis Capital Advisors, LLC

15.65K

Jun 30, 26

+296

0.00%

Belpointe Asset Management LLC

15.65K

Jun 30, 26

+296

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

15.60K

Jun 30, 26

+15.60K

0.00%

BURLING WEALTH PARTNERS, LLC

15.60K

Jun 30, 26

+15.60K

0.00%

Balboa Wealth Partners

15.52K

Jun 30, 26

+15.52K

0.00%

LexAurum Advisors, LLC

15.30K

Jun 30, 26

+185

0.00%

TOWNSQUARE CAPITAL LLC

15.27K

Jun 30, 26

+5.20K

0.00%

Hardin Capital Partners, LLC

15.03K

Jun 30, 26

+709

0.00%

Cito Capital Group, LLC

15.00K

Jun 30, 26

0.00%

Empirical Asset Management, LLC

14.88K

Jun 30, 26

+145

0.00%

Autumn Glory Partners, LLC

14.87K

Jun 30, 26

0.00%

Immaculate Wealth Management LLC

14.82K

Jun 30, 26

+75

0.00%

Valtinson Bruner Financial Planning LLC

14.79K

Jun 30, 26

0.00%

NWAM LLC

14.75K

Jun 30, 26

0.00%

Clay Northam Wealth Management, LLC

14.30K

Jun 30, 26

0.00%

Arkfeld Wealth Strategies, L.L.C.

14.26K

Jun 30, 26

+70

0.00%

WPG Advisers, LLC

14.12K

Jun 30, 26

+5.07K

0.00%

Arkadios Wealth Advisors

14.06K

Jun 30, 26

-1.61K

0.00%

B. Riley Wealth Advisors, Inc.

14.04K

Jun 30, 26

+14.04K

0.00%

Latitude Advisors, LLC

13.96K

Jun 30, 26

+129

0.00%

Davis Wealth Advisors, LLC

13.93K

Jun 30, 26

-1.31K

0.00%

Meadowbrook Wealth Management, LLC

13.91K

Jun 30, 26

-1.10K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

13.80K

Jun 30, 26

-32.16K

0.00%

CGN Advisors LLC

13.47K

Jun 30, 26

+31

0.00%

Avail Investment Partners, LLC

13.47K

Jun 30, 26

+2.80K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

13.45K

Jun 30, 26

-10.29K

0.00%

Kilner Capital Advisors, LLC

13.30K

Jun 30, 26

+391

0.00%

RDA Financial Network

13.18K

Jun 30, 26

+13.18K

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13.16K

Jun 30, 26

+1.19K

0.00%

Friedenthal Financial

13.04K

Jun 30, 26

0.00%

CAHILL FINANCIAL ADVISORS INC

13.01K

Jun 30, 26

-834

0.00%

Revisor Wealth Management LLC

12.82K

Jun 30, 26

+291

0.00%

Badgley Phelps Wealth Managers, LLC

12.69K

Jun 30, 26

+26

0.00%

WEDBUSH SECURITIES INC

12.66K

Jun 30, 26

-2.13K

0.00%

Genesee Capital Advisors, LLC

12.61K

Jun 30, 26

-2.21K

0.00%

Morling Financial Advisors, LLC

12.56K

Jun 30, 26

-511

0.00%

Inman Jager Wealth Management, LLC

12.54K

Jun 30, 26

+622

0.00%

Cairn Investment Group, Inc.

12.47K

Jun 30, 26

+12.47K

0.00%

Empower Advisory Group, LLC

12.47K

Jun 30, 26

-225

0.00%

NORTHERN TRUST CORP

12.47K

Jun 30, 26

+12.47K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

12.45K

Jun 30, 26

+12.45K

0.00%

Holistic Planning, LLC

12.42K

Jun 30, 26

+3.00K

0.00%

Envision Financial Planning, LLC

12.42K

Jun 30, 26

+12.42K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

12.18K

Jun 30, 26

-14.56K

0.00%

American Institute for Advanced Investment Management, LLP

12.18K

Jun 30, 26

+825

0.00%

MYECFO, LLC

12.16K

Jun 30, 26

+2.75K

0.00%

RB Capital Management, LLC

12.13K

Jun 30, 26

-112

0.00%

Anson Capital, Inc.

12.09K

Jun 30, 26

+12.09K

0.00%

Brewster Financial Planning LLC

12.01K

Jun 30, 26

0.00%

Gradient Capital Advisors, LLC

11.95K

Jun 30, 26

+581

0.00%

Graves Light Lenhart Wealth, Inc.

11.89K

Jun 30, 26

-21

0.00%

Qube Research & Technologies Ltd

11.84K

Jun 30, 26

+778

0.00%

American Capital Advisory, LLC

11.84K

Jun 30, 26

+111

0.00%

Eagle Bay Advisors LLC

11.74K

Jun 30, 26

+2.16K

0.00%

Patriot Financial Group Insurance Agency, LLC

11.61K

Jun 30, 26

-12.85K

0.00%

Tactive Advisors, LLC

11.34K

Jun 30, 26

-6.91K

0.00%

OpenArc Corporate Advisory, LLC

11.13K

Jun 30, 26

-24.84K

0.00%

PFG Advisors

11.13K

Jun 30, 26

+2.41K

0.00%

SageView Advisory Group, LLC

10.96K

Jun 30, 26

+10.96K

0.00%

Core Wealth Partners LLC

10.63K

Jun 30, 26

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

10.58K

Jun 30, 26

-1.28K

0.00%

Zullo Investment Group, Inc.

10.56K

Jun 30, 26

0.00%

WMG Financial Advisors, LLC

10.51K

Jun 30, 26

+208

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

10.45K

Jun 30, 26

0.00%

Edgemoor Investment Advisors, Inc.

10.39K

Jun 30, 26

+10.39K

0.00%

Auxano Advisors, LLC

10.38K

Jun 30, 26

+10.38K

0.00%

OPPENHEIMER & CO INC

10.33K

Jun 30, 26

+10.33K

0.00%

Cassady Wealth & Retirement Planning, LLC

10.31K

Jun 30, 26

-79

0.00%

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

10.30K

Jun 30, 26

-10.30K

0.00%

Stablepoint Partners, LLC

10.06K

Jun 30, 26

0.00%

Wealthcare Capital Partners, LLC

10.00K

Jun 30, 26

0.00%

RFG Advisory, LLC

9.93K

Jun 30, 26

+855

0.00%

Aull & Monroe Investment Management Corp

9.82K

Jun 30, 26

-161

0.00%

Stirlingshire Investments, Inc.

9.78K

Jun 30, 26

+9.78K

0.00%

John W. Brooker & Co., CPAs

9.76K

Jun 30, 26

+9.76K

0.00%

Advisor OS, LLC

9.70K

Jun 30, 26

+494

0.00%

Cogent Private Wealth, Inc.

9.70K

Jun 30, 26

0.00%

Lynx Investment Advisory

9.69K

Jun 30, 26

+396

0.00%

Lauterbach Financial Advisors, LLC

9.41K

Jun 30, 26

-65

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

9.33K

Jun 30, 26

-1.00K

0.00%

Quantinno Capital Management LP

9.29K

Jun 30, 26

+9.29K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

9.26K

Jun 30, 26

+44

0.00%

Carrera Capital Advisors

9.17K

Jun 30, 26

+743

0.00%

Modera Wealth Management, LLC

9.07K

Jun 30, 26

0.00%

Destination Wealth Management

9.03K

Jun 30, 26

0.00%

SENTINEL PENSION ADVISORS INC

8.96K

Jun 30, 26

+56

0.00%

Blume Capital Management, Inc.

8.90K

Jun 30, 26

0.00%

IFG Advisory, LLC

8.86K

Jun 30, 26

+8.46K

0.00%

Alpha Omega Wealth Management LLC

8.82K

Jun 30, 26

-1.00K

0.00%

Soltis Investment Advisors LLC

8.77K

Jun 30, 26

+416

0.00%

STEPHENS INC /AR/

8.74K

Jun 30, 26

0.00%

SCRATCH CAPITAL LLC

8.57K

Jun 30, 26

+138

0.00%

Pine Haven Investment Counsel, Inc

8.57K

Jun 30, 26

+180

0.00%

White Lighthouse Investment Management Inc.

8.51K

Jun 30, 26

0.00%

TPG Advisors LLC

8.48K

Jun 30, 26

+165

0.00%

Burns Matteson Capital Management, LLC

8.43K

Jun 30, 26

+8.43K

0.00%

Nalls Sherbakoff Group, LLC

8.41K

Jun 30, 26

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

8.41K

Jun 30, 26

+150

0.00%

Firestone Capital Management

8.35K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

8.32K

Jun 30, 26

+7.66K

0.00%

Fiduciary Alliance LLC

8.31K

Jun 30, 26

-147

0.00%

Paradigm Financial Partners, LLC

8.31K

Jun 30, 26

+8.31K

0.00%

Bridgelight Financial Advisors, Inc.

8.29K

Jun 30, 26

+8.29K

0.00%

Atlantic Union Bankshares Corp

8.03K

Jun 30, 26

-1.12K

0.00%

Daytona Street Capital LLC

7.98K

Jun 30, 26

+1.03K

0.00%

BITTERROOT CAPITAL ADVISORS LLC

7.89K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

7.05K

Jun 30, 26

0.00%

Tradewinds, LLC.

7.04K

Jun 30, 26

-3.23K

0.00%

Fairman Group, LLC

7.03K

Jun 30, 26

-4.89K

0.00%

Capital Analysts, LLC

6.80K

Jun 30, 26

+1.16K

0.00%

PRIVATE TRUST CO NA

6.76K

Jun 30, 26

+5.39K

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

6.42K

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

6.36K

Jun 30, 26

+59

0.00%

AMERIFLEX GROUP, INC.

6.25K

Jun 30, 26

+4.09K

0.00%

TD PRIVATE CLIENT WEALTH LLC

5.74K

Jun 30, 26

+281

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

5.64K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

5.07K

Jun 30, 26

+5.07K

0.00%

Bulwark Capital Corp

4.96K

Jun 30, 26

0.00%

FMR LLC

4.83K

Jun 30, 26

-9.70K

0.00%

Federation des caisses Desjardins du Quebec

4.78K

Jun 30, 26

+42

0.00%

Fourth Dimension Wealth, LLC

4.74K

Jun 30, 26

-50

0.00%

Archer Investment Corp

4.61K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

4.61K

Jun 30, 26

+3.32K

0.00%

Legacy Bridge, LLC

4.60K

Jun 30, 26

0.00%

Vanguard National Trust Co

4.49K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

4.26K

Jun 30, 26

+2.96K

0.00%

Larson Financial Group LLC

4.08K

Jun 30, 26

-1.16K

0.00%

WHITTIER TRUST CO

4.01K

Jun 30, 26

0.00%

Peck Wealth Management, LLC

4.00K

Jun 30, 26

+4.00K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

3.94K

Jun 30, 26

+3.94K

0.00%

CENTRAL TRUST Co

3.90K

Jun 30, 26

-144

0.00%

EASTERN BANK

3.86K

Jun 30, 26

-141

0.00%

SouthState Corp

3.79K

Jun 30, 26

+3.79K

0.00%

High Note Wealth, LLC

3.69K

Jun 30, 26

-854

0.00%

AE Wealth Management LLC

3.66K

Jun 30, 26

-577.42K

0.00%

Bogart Wealth, LLC

3.46K

Jun 30, 26

+23

0.00%

Dunhill Financial, LLC

3.20K

Jun 30, 26

+3.20K

0.00%

Smithfield Trust Co

3.00K

Jun 30, 26

+400

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

3.00K

Jun 30, 26

+3.00K

0.00%

Ronald Blue Trust, Inc.

2.95K

Jun 30, 26

+349

0.00%

HOWE & RUSLING INC

2.94K

Jun 30, 26

-6.24K

0.00%

SIGNATUREFD, LLC

2.75K

Jun 30, 26

-137

0.00%

Capital Investment Advisory Services, LLC

2.73K

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.62K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

2.49K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

2.29K

Jun 30, 26

0.00%

Crewe Advisors LLC

2.21K

Jun 30, 26

0.00%

Kennebec Savings Bank

2.09K

Jun 30, 26

+194

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

2.09K

Jun 30, 26

+430

0.00%

CoreCap Advisors, LLC

2.09K

Jun 30, 26

+32

0.00%

HM PAYSON & CO

2.01K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.85K

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

1.83K

Jun 30, 26

-565

0.00%

Front Row Advisors LLC

1.68K

Jun 30, 26

0.00%

GSB Wealth Management, LLC

1.67K

Jun 30, 26

+154

0.00%

Provident Wealth Management, LLC

1.65K

Jun 30, 26

+1.65K

0.00%

Continuum Advisory, LLC

1.56K

Jun 30, 26

+1.56K

0.00%

Measured Wealth Private Client Group, LLC

1.41K

Jun 30, 26

-268

0.00%

Banque Transatlantique SA

1.40K

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

1.40K

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

1.25K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

1.15K

Jun 30, 26

-238

0.00%

Park Place Capital Corp

1.11K

Jun 30, 26

+1.11K

0.00%

Dorato Capital Management

1.08K

Jun 30, 26

+11

0.00%

Costello Asset Management, INC

1.05K

Jun 30, 26

-1.63K

0.00%

Caitlin John, LLC

1.04K

Jun 30, 26

+205

0.00%

Vermillion Wealth Management, Inc.

1.02K

Jun 30, 26

-9.60K

0.00%

Institute for Wealth Management, LLC.

1.01K

Jun 30, 26

+1.01K

0.00%

VISION FINANCIAL MARKETS LLC

1.00K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

922

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

906

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

901

Jun 30, 26

+37

0.00%

Buck Wealth Strategies, LLC

875

Jun 30, 26

+875

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

844

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

828

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

810

Jun 30, 26

0.00%

Avion Wealth

780

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

756

Jun 30, 26

+756

0.00%

Burnham & Co LLC

755

Jun 30, 26

+755

0.00%

Fort Vancouver Investment Management, LLC

715

Jun 30, 26

+26

0.00%

NBT BANK N A /NY

702

Jun 30, 26

-600

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

639

Jun 30, 26

0.00%

Davis Capital Management

628

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

625

Jun 30, 26

+625

0.00%

TRUST CO OF VERMONT

624

Jun 30, 26

+624

0.00%

Parallel Advisors, LLC

583

Jun 30, 26

+445

0.00%

BNP PARIBAS ARBITRAGE, SNC

576

Jun 30, 26

-50

0.00%

Westfuller Advisors, LLC

560

Jun 30, 26

0.00%

BOKF, NA

552

Jun 30, 26

+552

0.00%

Cassaday & Co Wealth Management LLC

546

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

520

Jun 30, 26

-17

0.00%

Center for Financial Planning, Inc.

501

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

436

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

410

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

402

Jun 30, 26

0.00%

Signature Equity Partners, LLC

399

Jun 30, 26

+399

0.00%

Geneos Wealth Management Inc.

370

Jun 30, 26

0.00%

ARCADIA INVESTMENT ADVISORS LLC

356

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

350

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

288

Jun 30, 26

-144

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

280

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

259

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

253

Jun 30, 26

+253

0.00%

AlphaCore Capital LLC

248

Jun 30, 26

+248

0.00%

BARRETT & COMPANY, INC.

216

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

186

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

183

Jun 30, 26

-43

0.00%

Asset Dedication, LLC

172

Jun 30, 26

0.00%

SHP Wealth Management

170

Jun 30, 26

+170

0.00%

Hoese & Co LLP

168

Jun 30, 26

+168

0.00%

VANGUARD ADVISERS INC

152

Jun 30, 26

-182

0.00%

HUNTINGTON NATIONAL BANK

148

Jun 30, 26

-29

0.00%

LGT Financial Advisors LLC

139

Jun 30, 26

+139

0.00%

WOLFF WIESE MAGANA LLC

119

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

100

Jun 30, 26

+100

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

-52

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

+61

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

+35

0.00%

Olistico Wealth, LLC

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Cordant, Inc.

Jun 30, 26

-275

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

+27

0.00%

Hanson & Doremus Investment Management

Jun 30, 26

0.00%

Strategic Advocates LLC

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Jun 30, 26

+18

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

+17

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

+14

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-75

0.00%

Brooklyn FI, LLC

Jun 30, 26

+10

0.00%

Vestwell Advisors, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-215.76K

0.00%

KERR FINANCIAL PLANNING Corp

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

0.00%

LaSalle St. Investment Advisors, LLC

Jun 30, 26

-9.76K

Rede Wealth, LLC

Jun 30, 26

-47.64K

Kovack Advisors, Inc.

Jun 30, 26

-207.44K

Blackhawk Capital Partners LLC.

Jun 30, 26

-1.24M

Chicago Partners Investment Group LLC

Jun 30, 26

-23.70K

Baker Avenue Asset Management, LP

Jun 30, 26

-15.73K

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-35.83K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-203

WESBANCO BANK INC

Jun 30, 26

-15.00K

Cedarwood Wealth LLC

Jun 30, 26

-10.44K

Members Advisory Group LLC

Jun 30, 26

-396.06K

First Pacific Financial

Jun 30, 26

-3.54K

Seneca Financial Advisors LLC

Jun 30, 26

-29.14K

Accurate Wealth Management, LLC

Jun 30, 26

-25.60K

Root Financial Partners, LLC

Jun 30, 26

-69

Allen Capital Group, LLC

Jun 30, 26

-274.65K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-31.16K

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

Jun 30, 26

-15.13K

JANE STREET GROUP, LLC

Jun 30, 26

-274.55K

Lumbard & Kellner, LLC

Jun 30, 26

-18.53K

MONTAG A & ASSOCIATES INC

Jun 30, 26

-118

Independent Advisor Alliance

Jun 30, 26

-46.39K

WEATHERLY ASSET MANAGEMENT L. P.

Jun 30, 26

-8.50K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-750

Golden State Equity Partners

Jun 30, 26

-813

Quantum Capital Management, LLC / NJ

Jun 30, 26

-156

CWA Asset Management Group, LLC

Jun 30, 26

-34.13K

Stillwater Private Wealth, LLC

Jun 30, 26

-39.66K

United Community Bank

Jun 30, 26

-818

STATE STREET CORP

Jun 30, 26

-3.10M

Leading Edge Financial Planning LLC

Jun 30, 26

-16.68K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-150

Westside Investment Management, Inc.

Jun 30, 26

-302

RFP Financial Group LLC

Jun 30, 26

-15.80K

Bernard Wealth Management Corp.

Jun 30, 26

-64

Horizon Investments, LLC

Jun 30, 26

-1.02K

WIN ADVISORS, INC

Jun 30, 26

-44.42K

Atria Investments, Inc

Jun 30, 26

-19.86K

Sunrise Financial Services, LLC

Jun 30, 26

-228

Wellington Shields Capital Management, LLC

Jun 30, 26

-10.00K

Daybright Advisory Services, Inc.

Jun 30, 26

-10.24K

OLD NATIONAL BANCORP /IN/

Jun 30, 26

-23.06K

Nicholas Hoffman & Company, LLC.

Jun 30, 26

-11.28K

United Financial Planning Group LLC

Jun 30, 26

-8.65K

Private Wealth Asset Management, LLC

Jun 30, 26

-157

GTS SECURITIES LLC

Jun 30, 26

-110.96K

POM Investment Strategies, LLC

Jun 30, 26

-139

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-13.49K

STANCE CAPITAL LLC

Jun 30, 26

-2.93K

Sound Income Strategies, LLC

Jun 30, 26

-4.02K

HORAN Wealth, LLC

Jun 30, 26

-9.67K

MATHER GROUP, LLC.

Jun 30, 26

-8

FIRST COMMUNITY TRUST NA

Jun 30, 26

-868

BANK OF AMERICA CORP /DE/

110.72M

Mar 31, 26

-11.78M

20.59%

JPMORGAN CHASE & CO

24.47M

Mar 31, 26

+3.36M

4.55%

SEI INVESTMENTS CO

16.74M

Mar 31, 26

-1.86M

3.11%

ENVESTNET ASSET MANAGEMENT INC

7.67M

Mar 31, 26

+198.62K

1.43%

STIFEL FINANCIAL CORP

6.36M

Mar 31, 26

+331.14K

1.18%

PNC FINANCIAL SERVICES GROUP, INC.

4.10M

Mar 31, 26

+227.88K

0.76%

Moisand Fitzgerald Tamayo, LLC

3.92M

Mar 31, 26

+250.42K

0.73%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.41M

Mar 31, 26

+231.76K

0.63%

STATE STREET CORP

3.10M

Mar 31, 26

0.58%

Wealthfront Advisers LLC

2.98M

Mar 31, 26

-1.10M

0.55%

MCF Advisors LLC

2.76M

Mar 31, 26

+43.77K

0.51%

Bangor Savings Bank

2.58M

Mar 31, 26

+133.10K

0.48%

LPL Financial LLC

2.32M

Mar 31, 26

+596.19K

0.43%

WELLS FARGO & COMPANY/MN

2.30M

Mar 31, 26

+146.91K

0.43%

FIDUCIARY FINANCIAL GROUP, LLC

2.18M

Mar 31, 26

+224.69K

0.40%

LVW Advisors, LLC

2.11M

Mar 31, 26

+40.75K

0.39%

Merit Financial Group, LLC

2.06M

Mar 31, 26

+168.34K

0.38%

TruNorth Capital Management, LLC

1.96M

Mar 31, 26

+26.30K

0.37%

MORGAN STANLEY

1.89M

Mar 31, 26

+354.67K

0.35%

UBS Group AG

1.82M

Mar 31, 26

+702.15K

0.34%

FLC Capital Advisors

1.72M

Mar 31, 26

+89.61K

0.32%

Cerity Partners LLC

1.69M

Mar 31, 26

-417.88K

0.31%

Morningstar Investment Management LLC

1.61M

Mar 31, 26

-113.18K

0.30%

STEPHENS GROUP ASSET MANAGEMENT, LLC

1.54M

Mar 31, 26

-533.28K

0.29%

Waverly Advisors, LLC

1.52M

Mar 31, 26

+643.71K

0.28%

DAVENPORT & Co LLC

1.49M

Mar 31, 26

-237.57K

0.28%

Willis Johnson & Associates, Inc.

1.46M

Mar 31, 26

+98.64K

0.27%

MERCER GLOBAL ADVISORS INC /ADV

1.40M

Mar 31, 26

-37.14K

0.26%

ACCESS FINANCIAL SERVICES, INC.

1.38M

Mar 31, 26

+2.21K

0.26%

MAI Capital Management

1.37M

Mar 31, 26

+102.02K

0.25%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.36M

Mar 31, 26

+79.51K

0.25%

Blackhawk Capital Partners LLC.

1.24M

Mar 31, 26

+1.24M

0.23%

United Capital Management of KS, Inc.

1.17M

Mar 31, 26

+45.61K

0.22%

MASSMUTUAL TRUST CO FSB/ADV

1.15M

Mar 31, 26

+296.37K

0.21%

Charles Schwab Trust Co

1.10M

Mar 31, 26

+64.46K

0.20%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

1.06M

Mar 31, 26

+74.31K

0.20%

MBM Wealth Consultants, LLC

962.85K

Mar 31, 26

+63.13K

0.18%

Galvin, Gaustad & Stein, LLC

886.90K

Mar 31, 26

+4.26K

0.16%

Journey Advisory Group, LLC

859.89K

Mar 31, 26

+64.55K

0.16%

Courage Miller Partners, LLC

820.03K

Mar 31, 26

+25.47K

0.15%

Cetera Investment Advisers

804.91K

Mar 31, 26

-249.56K

0.15%

RMR Wealth Builders

796.36K

Mar 31, 26

+139.55K

0.15%

NOVEM GROUP

790.57K

Mar 31, 26

+33.05K

0.15%

AdvisorNet Financial, Inc

780.15K

Mar 31, 26

-10.14K

0.15%

Fund Evaluation Group, LLC

772.92K

Mar 31, 26

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

761.20K

Mar 31, 26

-51.32K

0.14%

BRANDYWINE OAK PRIVATE WEALTH LLC

753.58K

Mar 31, 26

-155

0.14%

ALESCO ADVISORS LLC

752.24K

Mar 31, 26

+133.44K

0.14%

Black Diamond Financial, LLC

723.10K

Mar 31, 26

+25.85K

0.13%

Inspire Investing, LLC

689.36K

Mar 31, 26

-48.38K

0.13%

ALLIANCEBERNSTEIN L.P.

672.39K

Mar 31, 26

+672.39K

0.13%

RAYMOND JAMES FINANCIAL INC

642.78K

Mar 31, 26

-91.58K

0.12%

Avidian Wealth Solutions, LLC

637.83K

Mar 31, 26

+45.81K

0.12%

Pure Financial Advisors, LLC

628.84K

Mar 31, 26

+31.99K

0.12%

AE Wealth Management LLC

581.08K

Mar 31, 26

+576.03K

0.11%

Prairiewood Capital, LLC

576.17K

Mar 31, 26

+36.71K

0.11%

Marotta Asset Management

564.48K

Mar 31, 26

-28.21K

0.10%

Vivaldi Capital Management LP

555.62K

Mar 31, 26

+12.58K

0.10%

Skopos Labs, Inc.

552.71K

Mar 31, 26

-132.69K

0.10%

Meridian Wealth Partners, LLC

542.65K

Mar 31, 26

+22.50K

0.10%

Bank of New York Mellon Corp

532.69K

Mar 31, 26

+489.40K

0.10%

CHOREO, LLC

528.56K

Mar 31, 26

+528.56K

0.10%

Northeast Financial Group, Inc.

522.60K

Mar 31, 26

-71.63K

0.10%

Pensionmark Financial Group, LLC

519.88K

Mar 31, 26

-45.24K

0.10%

ROYAL BANK OF CANADA

519.25K

Mar 31, 26

+2.66K

0.10%

BARD ASSOCIATES INC

508.85K

Mar 31, 26

+231.10K

0.09%

Westover Capital Advisors, LLC

503.56K

Mar 31, 26

+14.91K

0.09%

US BANCORP \DE\

489.47K

Mar 31, 26

-9.08K

0.09%

Peterson Wealth Advisors, LLC

472.89K

Mar 31, 26

-9.06K

0.09%

L. Roy Papp & Associates, LLP

472.48K

Mar 31, 26

+296.43K

0.09%

ADVISOR GROUP HOLDINGS, INC.

469.09K

Mar 31, 26

+61.60K

0.09%

FIRST NATIONAL TRUST CO

466.02K

Mar 31, 26

+52.64K

0.09%

Savant Capital, LLC

451.83K

Mar 31, 26

-481.12K

0.08%

CAPTRUST FINANCIAL ADVISORS

446.99K

Mar 31, 26

+162.04K

0.08%

Mutual Advisors, LLC

425.56K

Mar 31, 26

-3.36K

0.08%

MML INVESTORS SERVICES, LLC

417.95K

Mar 31, 26

-63.89K

0.08%

Stratos Wealth Advisors, LLC

417.42K

Mar 31, 26

-249.22K

0.08%

DOCK STREET ASSET MANAGEMENT INC

403.06K

Mar 31, 26

+77.94K

0.07%

Creative Planning

399.29K

Mar 31, 26

-28.51K

0.07%

Members Advisory Group LLC

396.06K

Mar 31, 26

+396.06K

0.07%

Oakwell Private Wealth Management, LLC

386.88K

Mar 31, 26

+15.36K

0.07%

Rosenberg Matthew Hamilton

386.00K

Mar 31, 26

+23.16K

0.07%

MGO ONE SEVEN LLC

376.10K

Mar 31, 26

+82.30K

0.07%

C M BIDWELL & ASSOCIATES LTD

365.77K

Mar 31, 26

+67.16K

0.07%

Colony Group, LLC

351.20K

Mar 31, 26

+11.44K

0.07%

Greenline Partners, LLC

345.21K

Mar 31, 26

+27.32K

0.06%

Eagle Strategies LLC

344.70K

Mar 31, 26

+26.39K

0.06%

Roundview Capital LLC

339.39K

Mar 31, 26

-16.57K

0.06%

FIFTH THIRD SECURITIES, INC.

335.59K

Mar 31, 26

-28.65K

0.06%

SMI Advisory Services, LLC

317.02K

Mar 31, 26

-16.60K

0.06%

Abacus Planning Group, Inc.

300.68K

Mar 31, 26

-11.44K

0.06%

Private Advisor Group, LLC

298.40K

Mar 31, 26

+51.09K

0.06%

Beacon Pointe Advisors, LLC

282.42K

Mar 31, 26

+118.86K

0.05%

Baird Financial Group, Inc.

278.26K

Mar 31, 26

+3.98K

0.05%

ASSOCIATED BANC-CORP

274.67K

Mar 31, 26

+27.05K

0.05%

Allen Capital Group, LLC

274.65K

Mar 31, 26

+274.65K

0.05%

JANE STREET GROUP, LLC

274.55K

Mar 31, 26

+274.55K

0.05%

CreativeOne Wealth, LLC

268.46K

Mar 31, 26

+242.80K

0.05%

Red Tortoise LLC

264.98K

Mar 31, 26

+35.43K

0.05%

Resonant Capital Advisors, LLC

264.87K

Mar 31, 26

-406.25K

0.05%

Integrated Wealth Concepts LLC

258.45K

Mar 31, 26

+117.06K

0.05%

Cambridge Investment Research Advisors, Inc.

257.00K

Mar 31, 26

+16.47K

0.05%

PRINCIPAL SECURITIES, INC.

249.01K

Mar 31, 26

+18.45K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

245.03K

Mar 31, 26

+91.94K

0.05%

Act Two Investors LLC

242.76K

Mar 31, 26

-43.31K

0.05%

HUTCHINSON CAPITAL MANAGEMENT/CA

240.65K

Mar 31, 26

+71.33K

0.04%

Apella Capital, LLC

239.92K

Mar 31, 26

-20.93K

0.04%

Evensky & Katz LLC

232.94K

Mar 31, 26

-18.88K

0.04%

COMMERCE BANK

229.33K

Mar 31, 26

-18.30K

0.04%

HB Wealth Management, LLC

226.80K

Mar 31, 26

+1.85K

0.04%

ISLAY CAPITAL MANAGEMENT, LLC

223.23K

Mar 31, 26

+28.60K

0.04%

Successful Portfolios LLC

222.99K

Mar 31, 26

+6.35K

0.04%

Dynamic Advisor Solutions LLC

220.54K

Mar 31, 26

-6.81K

0.04%

TRUIST FINANCIAL CORP

220.25K

Mar 31, 26

-625.31K

0.04%

Summit Financial, LLC

216.97K

Mar 31, 26

+43.40K

0.04%

Tower Research Capital LLC (TRC)

215.76K

Mar 31, 26

+215.21K

0.04%

Maltin Wealth Management, Inc.

212.19K

Mar 31, 26

+4.30K

0.04%

Kovack Advisors, Inc.

207.44K

Mar 31, 26

+207.44K

0.04%

Sand Hill Global Advisors, LLC

201.94K

Mar 31, 26

0.04%

Independent Solutions Wealth Management, LLC

200.45K

Mar 31, 26

+1.82K

0.04%

Bigelow Investment Advisors, LLC

197.86K

Mar 31, 26

-3.75K

0.04%

Clearwater Capital Advisors, LLC

194.35K

Mar 31, 26

-357.74K

0.04%

Pflug Koory, LLC

191.51K

Mar 31, 26

+5.33K

0.04%

HighTower Advisors, LLC

190.04K

Mar 31, 26

-213.03K

0.04%

Harrington Investments, INC

182.59K

Mar 31, 26

+824

0.03%

StoneX Group Inc.

176.13K

Mar 31, 26

+165.83K

0.03%

WNY Asset Management, LLC

174.66K

Mar 31, 26

+174.66K

0.03%

Carlton Hofferkamp & Jenks Wealth Management, LLC

174.07K

Mar 31, 26

-9.05K

0.03%

Cornerstone Wealth Advisors, Inc.

170.75K

Mar 31, 26

+22.39K

0.03%

NorthRock Partners, LLC

153.28K

Mar 31, 26

+2.96K

0.03%

LOWERY THOMAS, LLC

152.40K

Mar 31, 26

+15.87K

0.03%

Johnson Financial Group, LLC

148.26K

Mar 31, 26

-20.24K

0.03%

Csenge Advisory Group

146.72K

Mar 31, 26

+14.17K

0.03%

NewEdge Advisors, LLC

145.09K

Mar 31, 26

+16.20K

0.03%

GW HENSSLER & ASSOCIATES LTD

140.34K

Mar 31, 26

-17.86K

0.03%

Prime Capital Investment Advisors, LLC

138.21K

Mar 31, 26

+25.66K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

137.20K

Mar 31, 26

-10.13K

0.03%

BENJAMIN EDWARDS INC

134.84K

Mar 31, 26

+6.78K

0.03%

Cheviot Value Management, LLC

132.63K

Mar 31, 26

+7.81K

0.02%

Brookstone Capital Management

129.32K

Mar 31, 26

-11.75K

0.02%

Great Lakes Retirement, Inc.

128.07K

Mar 31, 26

+11.84K

0.02%

Dakota Wealth Management

126.41K

Mar 31, 26

-9.54K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

125.99K

Mar 31, 26

-6.47K

0.02%

Allworth Financial LP

124.71K

Mar 31, 26

-12.04K

0.02%

McLean Asset Management Corp

123.49K

Mar 31, 26

+636

0.02%

ETF Store, Inc.

122.89K

Mar 31, 26

+4.13K

0.02%

Verdence Capital Advisors LLC

121.53K

Mar 31, 26

-5.97K

0.02%

SigFig Wealth Management, LLC

121.07K

Mar 31, 26

+16

0.02%

BLAIR WILLIAM & CO/IL

120.89K

Mar 31, 26

+2.31K

0.02%

WBH ADVISORY INC

118.17K

Mar 31, 26

-5.22K

0.02%

Asset Allocation Strategies LLC

117.80K

Mar 31, 26

+6.51K

0.02%

WT Wealth Management

114.62K

Mar 31, 26

-6.17K

0.02%

Pinkerton Retirement Specialists, LLC

112.90K

Mar 31, 26

-2.74K

0.02%

Versant Capital Management, Inc

112.06K

Mar 31, 26

+10.51K

0.02%

GTS SECURITIES LLC

110.96K

Mar 31, 26

+110.96K

0.02%

Lifeworks Advisors, LLC

107.29K

Mar 31, 26

-13.27K

0.02%

Rockefeller Capital Management L.P.

107.16K

Mar 31, 26

-8.79K

0.02%

XY Planning Network, Inc.

106.69K

Mar 31, 26

+13.05K

0.02%

DBK Financial Counsel, LLC

104.59K

Mar 31, 26

-1.82K

0.02%

Valmark Advisers, Inc.

104.04K

Mar 31, 26

+21.06K

0.02%

Lido Advisors, LLC

103.49K

Mar 31, 26

-81.04K

0.02%

JONES FINANCIAL COMPANIES LLLP

102.86K

Mar 31, 26

+21.08K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

100.54K

Mar 31, 26

-15.71K

0.02%

Carnegie Capital Asset Management, LLC

99.28K

Mar 31, 26

+3.27K

0.02%

HARBOUR INVESTMENTS, INC.

99.14K

Mar 31, 26

-26.42K

0.02%

Princeton Global Asset Management LLC

92.22K

Mar 31, 26

+8.59K

0.02%

OneAscent Financial Services LLC

91.94K

Mar 31, 26

+17.51K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

90.41K

Mar 31, 26

+2.00K

0.02%

Bank of Marin

84.55K

Mar 31, 26

+3.46K

0.02%

Brand Asset Management Group, Inc.

84.42K

Mar 31, 26

-9.50K

0.02%

DMC Group, LLC

84.16K

Mar 31, 26

+1.04K

0.02%

Ameritas Advisory Services, LLC

82.84K

Mar 31, 26

-9.09K

0.02%

CITADEL ADVISORS LLC

82.35K

Mar 31, 26

+58.71K

0.02%

WorthPointe, LLC

81.92K

Mar 31, 26

-58.26K

0.02%

GOLDMAN SACHS GROUP INC

80.67K

Mar 31, 26

-330

0.02%

PITTENGER & ANDERSON INC

80.44K

Mar 31, 26

+28.35K

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

79.22K

Mar 31, 26

-2.04K

0.01%

ANDERSON HOAGLAND & CO

78.41K

Mar 31, 26

+3.94K

0.01%

Vise Technologies, Inc.

78.07K

Mar 31, 26

0.01%

Walkner Condon Financial Advisors LLC

76.89K

Mar 31, 26

+1.77K

0.01%

IFP Advisors, Inc

76.16K

Mar 31, 26

+2.71K

0.01%

Tortoise Investment Management, LLC

76.13K

Mar 31, 26

-1.22K

0.01%

Capital Investment Advisors, LLC

75.64K

Mar 31, 26

+75.64K

0.01%

True Link Financial Advisors, LLC

75.28K

Mar 31, 26

+11.35K

0.01%

Opus Financial Solutions LLC

73.68K

Mar 31, 26

-5.39K

0.01%

Diversified Trust Co

70.17K

Mar 31, 26

+444

0.01%

ERTS Wealth Advisors, LLC

68.86K

Mar 31, 26

-131.90K

0.01%

DEAN INVESTMENT ASSOCIATES, LLC

67.80K

Mar 31, 26

-132.96K

0.01%

Team Financial Group, LLC

64.83K

Mar 31, 26

+26.69K

0.01%

Inspire Advisors, LLC

64.28K

Mar 31, 26

+14.21K

0.01%

Western Wealth Management, LLC

63.92K

Mar 31, 26

+34.68K

0.01%

EP Wealth Advisors, LLC

63.01K

Mar 31, 26

-1.51K

0.01%

Buckingham Strategic Partners

62.27K

Mar 31, 26

+33.05K

0.01%

Wealthspire Advisors, LLC

60.88K

Mar 31, 26

+1.19K

0.01%

Joel Isaacson & Co., LLC

59.44K

Mar 31, 26

+59.44K

0.01%

MBE Wealth Management, LLC

59.34K

Mar 31, 26

-15.68K

0.01%

Beacon Financial Advisory LLC

58.76K

Mar 31, 26

-2.29K

0.01%

Sellwood Consulting LLC

58.08K

Mar 31, 26

+8.84K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

56.81K

Mar 31, 26

+6.58K

0.01%

Bleakley Financial Group, LLC

54.71K

Mar 31, 26

+395

0.01%

HighPoint Advisor Group LLC

54.62K

Mar 31, 26

+4.02K

0.01%

EverSource Wealth Advisors, LLC

52.83K

Mar 31, 26

-4.88K

0.01%

Toroso Investments, LLC

51.39K

Mar 31, 26

+51.39K

0.01%

Sage Investment Advisers LLC

51.08K

Mar 31, 26

-41.43K

0.01%

Veery Capital, LLC

50.80K

Mar 31, 26

+963

0.01%

Towercrest Capital Management

50.37K

Mar 31, 26

+317

0.01%

Alliance Wealth Management Group

50.37K

Mar 31, 26

+317

0.01%

Sherman Asset Management, Inc.

49.84K

Mar 31, 26

+9.98K

0.01%

Foster Victor Wealth Advisors, LLC

49.65K

Mar 31, 26

-2.48K

0.01%

CLEAR INVESTMENT RESEARCH, LLC

49.17K

Mar 31, 26

-3.22K

0.01%

Tempus Wealth Planning, LLC

48.84K

Mar 31, 26

+4.75K

0.01%

Sightline Wealth Advisors, LLC

48.55K

Mar 31, 26

-10.35K

0.01%

Avestar Capital, LLC

48.00K

Mar 31, 26

0.01%

Tennessee Valley Asset Management Partners

47.81K

Mar 31, 26

+2.63K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

47.78K

Mar 31, 26

-54.88K

0.01%

Rede Wealth, LLC

47.64K

Mar 31, 26

+9.68K

0.01%

Coordinated Financial Services, Inc.

47.56K

Mar 31, 26

+4.80K

0.01%

Evanson Asset Management, LLC

46.78K

Mar 31, 26

+1.79K

0.01%

Independent Advisor Alliance

46.39K

Mar 31, 26

+46.39K

0.01%

Cumberland Partners Ltd

46.05K

Mar 31, 26

+9.70K

0.01%

EVERMAY WEALTH MANAGEMENT LLC

45.97K

Mar 31, 26

-1.65K

0.01%

Bright Futures Wealth Management, LLC.

45.43K

Mar 31, 26

-2.27K

0.01%

ARS Wealth Advisors Group, LLC

45.40K

Mar 31, 26

+7.59K

0.01%

Guardian Financial Partners, LLC

45.28K

Mar 31, 26

+3.18K

0.01%

Twele Capital Management, Inc.

45.16K

Mar 31, 26

+1.43K

0.01%

WIN ADVISORS, INC

44.42K

Mar 31, 26

+1.53K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

43.96K

Mar 31, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

42.81K

Mar 31, 26

+21.18K

0.01%

Coastal Bridge Advisors, LLC

42.63K

Mar 31, 26

+8.90K

0.01%

D.B. Root & Company, LLC

41.53K

Mar 31, 26

+6.83K

0.01%

Freestone Capital Holdings, LLC

41.50K

Mar 31, 26

-12.46K

0.01%

Ausdal Financial Partners, Inc.

41.47K

Mar 31, 26

-1.07K

0.01%

Meridian Wealth Management, LLC

39.90K

Mar 31, 26

+30.97K

0.01%

LifePlan Financial, LLC

39.50K

Mar 31, 26

-1.21K

0.01%

BANK OF MONTREAL /CAN/

39.29K

Mar 31, 26

-53.37K

0.01%

AQR CAPITAL MANAGEMENT LLC

39.11K

Mar 31, 26

+28.03K

0.01%

Hennion & Walsh Asset Management, Inc.

39.11K

Mar 31, 26

-15.24K

0.01%

Fortis Advisors, LLC

38.91K

Mar 31, 26

-51.94K

0.01%

Kingsview Wealth Management, LLC

38.74K

Mar 31, 26

-2.14K

0.01%

Smart Portfolios, LLC

38.43K

Mar 31, 26

0.01%

SOUTH PLAINS FINANCIAL, INC.

37.53K

Mar 31, 26

+2.10K

0.01%

Family Investment Center, Inc.

37.01K

Mar 31, 26

+155

0.01%

EXENCIAL WEALTH ADVISORS, LLC

36.71K

Mar 31, 26

-70

0.01%

BNP PARIBAS

35.87K

Mar 31, 26

+4.42K

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

35.83K

Mar 31, 26

+35.83K

0.01%

MADDEN SECURITIES Corp

35.66K

Mar 31, 26

+77

0.01%

Trevian Wealth Management LLC

35.35K

Mar 31, 26

-42.62K

0.01%

Betterment LLC

34.17K

Mar 31, 26

+25.80K

0.01%

Madden Advisory Services, Inc.

34.17K

Mar 31, 26

+5.89K

0.01%

CWA Asset Management Group, LLC

34.13K

Mar 31, 26

+34.13K

0.01%

Elmwood Wealth Management, Inc.

34.00K

Mar 31, 26

-4.00K

0.01%

CWM, LLC

33.29K

Mar 31, 26

-1.17K

0.01%

FIDUCIARY TRUST CO

32.78K

Mar 31, 26

-5.28K

0.01%

Cambridge Advisors Inc.

32.76K

Mar 31, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

32.27K

Mar 31, 26

-1.05K

0.01%

CVA Family Office, LLC

32.01K

Mar 31, 26

+20.20K

0.01%

GRANVILLE CAPITAL, INC.

32.00K

Mar 31, 26

+534

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

31.91K

Mar 31, 26

+19.95K

0.01%

ALTFEST L J & CO INC

31.46K

Mar 31, 26

+1.15K

0.01%

Koshinski Asset Management, Inc.

31.37K

Mar 31, 26

-12.92K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

31.16K

Mar 31, 26

+31.16K

0.01%

PARK AVENUE SECURITIES LLC

31.14K

Mar 31, 26

+11.10K

0.01%

Global Trust Asset Management, LLC

30.90K

Mar 31, 26

-100

0.01%

CHILTON INVESTMENT CO INC.

29.91K

Mar 31, 26

0.01%

Aegis Wealth Management LLC

29.55K

Mar 31, 26

-92

0.01%

UMB Bank, n.a.

29.14K

Mar 31, 26

-3.67K

0.01%

Pasadena Private Wealth, LLC

28.91K

Mar 31, 26

-842

0.01%

SILVER OAK SECURITIES, INCORPORATED

28.90K

Mar 31, 26

-564

0.01%

FIFTH THIRD BANCORP

28.86K

Mar 31, 26

+28.32K

0.01%

MISSION WEALTH MANAGEMENT, LP

28.63K

Mar 31, 26

-37.20K

0.01%

Simplicity Wealth,LLC

28.14K

Mar 31, 26

-6.78K

0.01%

Vident Advisory, LLC

27.67K

Mar 31, 26

-17.00K

0.01%

HARTLINE INVESTMENT CORP/

27.65K

Mar 31, 26

+4.10K

0.01%

Resources Investment Advisors, LLC.

27.58K

Mar 31, 26

+181

0.01%

Wealthcare Advisory Partners LLC

27.49K

Mar 31, 26

-639

0.01%

Hexagon Capital Partners LLC

27.46K

Mar 31, 26

-1.07K

0.01%

Sanctuary Advisors, LLC

27.32K

Mar 31, 26

+5.56K

0.01%

Sequoia Financial Advisors, LLC

27.13K

Mar 31, 26

-5.37K

0.01%

Spinnaker Investment Group, LLC

27.12K

Mar 31, 26

-1.75K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

27.11K

Mar 31, 26

+1.22K

0.01%

Stewardship Advisors, LLC

26.96K

Mar 31, 26

+1.31K

0.01%

Kestra Advisory Services, LLC

26.68K

Mar 31, 26

-17.55K

0.00%

Weitzel Financial Services, Inc.

26.14K

Mar 31, 26

-221

0.00%

SCS Capital Management LLC

25.94K

Mar 31, 26

-1.38M

0.00%

Accurate Wealth Management, LLC

25.60K

Mar 31, 26

-11.71K

0.00%

Planned Solutions, Inc.

25.46K

Mar 31, 26

-231

0.00%

BCS Wealth Management

25.23K

Mar 31, 26

-25.21K

0.00%

Main Street Financial Solutions, LLC

25.08K

Mar 31, 26

+146

0.00%

Krilogy Financial LLC

24.82K

Mar 31, 26

-26.51K

0.00%

Patriot Financial Group Insurance Agency, LLC

24.46K

Mar 31, 26

+10.74K

0.00%

Snowden Capital Advisors LLC

24.36K

Mar 31, 26

+24.36K

0.00%

Chicago Partners Investment Group LLC

23.70K

Mar 31, 26

+66

0.00%

JOHNSON INVESTMENT COUNSEL INC

23.50K

Mar 31, 26

+23.50K

0.00%

MONECO Advisors, LLC

23.30K

Mar 31, 26

+23.30K

0.00%

Advisory Services Network, LLC

23.19K

Mar 31, 26

+11.72K

0.00%

OLD NATIONAL BANCORP /IN/

23.06K

Mar 31, 26

+327

0.00%

Janney Montgomery Scott LLC

22.61K

Mar 31, 26

+4.27K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

22.61K

Mar 31, 26

+11.60K

0.00%

HC Advisors, LLC

22.51K

Mar 31, 26

+2.85K

0.00%

CITIGROUP INC

22.44K

Mar 31, 26

-211.67K

0.00%

Valeo Financial Advisors, LLC

21.95K

Mar 31, 26

+7.45K

0.00%

Tradition Wealth Management, LLC

21.55K

Mar 31, 26

-4.50K

0.00%

Nelson Capital Management, LLC

21.36K

Mar 31, 26

-1.51K

0.00%

Blossom Wealth Management

20.93K

Mar 31, 26

+643

0.00%

CALTON & ASSOCIATES, INC.

20.93K

Mar 31, 26

-35.48K

0.00%

First Affirmative Financial Network

20.80K

Mar 31, 26

+20.80K

0.00%

RETIREMENT CAPITAL STRATEGIES

20.70K

Mar 31, 26

0.00%

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

20.60K

Mar 31, 26

-22.00K

0.00%

Clearstead Advisors, LLC

20.28K

Mar 31, 26

+1.67K

0.00%

Live Oak Private Wealth LLC

20.06K

Mar 31, 26

-2.87K

0.00%

REDW Wealth LLC

19.96K

Mar 31, 26

0.00%

Atria Investments, Inc

19.86K

Mar 31, 26

-10.32K

0.00%

Advisor Resource Council

19.77K

Mar 31, 26

+3.42K

0.00%

Financial Engines Advisors L.L.C.

19.40K

Mar 31, 26

-3.59K

0.00%

Jacobi Capital Management LLC

19.38K

Mar 31, 26

+125

0.00%

BRIGHTON JONES LLC

19.29K

Mar 31, 26

+19.29K

0.00%

Perigon Wealth Management, LLC

19.17K

Mar 31, 26

-7.73K

0.00%

Bragg Financial Advisors, Inc

18.97K

Mar 31, 26

+206

0.00%

Stratos Wealth Partners, LTD.

18.96K

Mar 31, 26

-5.31K

0.00%

Independent Wealth Network Inc.

18.87K

Mar 31, 26

-292

0.00%

1620 INVESTMENT ADVISORS, INC.

18.80K

Mar 31, 26

0.00%

Lumbard & Kellner, LLC

18.53K

Mar 31, 26

-16.43K

0.00%

NATIXIS ADVISORS, L.P.

18.38K

Mar 31, 26

-868

0.00%

Somerset Group LLC

18.09K

Mar 31, 26

-244

0.00%

Signet Investment Advisory Group, Inc.

17.83K

Mar 31, 26

+225

0.00%

Keystone Global Partners, LLC

17.32K

Mar 31, 26

+17.32K

0.00%

Trek Financial, LLC

17.24K

Mar 31, 26

+17.24K

0.00%

Onyx Bridge Wealth Group LLC

17.23K

Mar 31, 26

0.00%

SeaCrest Wealth Management, LLC

17.22K

Mar 31, 26

-2.30K

0.00%

ASSETMARK, INC

17.13K

Mar 31, 26

-259.21K

0.00%

Per Stirling Capital Management, LLC.

16.86K

Mar 31, 26

-83

0.00%

CHILTON CAPITAL MANAGEMENT LLC

16.13K

Mar 31, 26

+1.06K

0.00%

Baker Avenue Asset Management, LP

15.73K

Mar 31, 26

0.00%

Arkadios Wealth Advisors

15.67K

Mar 31, 26

-806

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

15.61K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

15.59K

Mar 31, 26

-6.12K

0.00%

Belpointe Asset Management LLC

15.36K

Mar 31, 26

-5.37K

0.00%

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

15.13K

Mar 31, 26

-19.31K

0.00%

LexAurum Advisors, LLC

15.12K

Mar 31, 26

+15.12K

0.00%

WESBANCO BANK INC

15.00K

Mar 31, 26

+6.28K

0.00%

Cito Capital Group, LLC

15.00K

Mar 31, 26

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

14.91K

Mar 31, 26

+89

0.00%

Autumn Glory Partners, LLC

14.87K

Mar 31, 26

+6.51K

0.00%

Enclave Advisors LLC

14.85K

Mar 31, 26

-1.45K

0.00%

Genesee Capital Advisors, LLC

14.82K

Mar 31, 26

-11

0.00%

Valtinson Bruner Financial Planning LLC

14.79K

Mar 31, 26

-298

0.00%

WEDBUSH SECURITIES INC

14.78K

Mar 31, 26

-3.85K

0.00%

NWAM LLC

14.75K

Mar 31, 26

0.00%

Empirical Asset Management, LLC

14.74K

Mar 31, 26

+93

0.00%

FMR LLC

14.52K

Mar 31, 26

+4.66K

0.00%

Clay Northam Wealth Management, LLC

14.30K

Mar 31, 26

-400

0.00%

Arkfeld Wealth Strategies, L.L.C.

14.19K

Mar 31, 26

+107

0.00%

CAHILL FINANCIAL ADVISORS INC

13.84K

Mar 31, 26

-967

0.00%

Latitude Advisors, LLC

13.83K

Mar 31, 26

+89

0.00%

TWO SIGMA SECURITIES, LLC

13.49K

Mar 31, 26

-11.56K

0.00%

CGN Advisors LLC

13.44K

Mar 31, 26

0.00%

Morling Financial Advisors, LLC

13.07K

Mar 31, 26

+3.38K

0.00%

Friedenthal Financial

13.04K

Mar 31, 26

+665

0.00%

Badgley Phelps Wealth Managers, LLC

12.66K

Mar 31, 26

+382

0.00%

Revisor Wealth Management LLC

12.53K

Mar 31, 26

-910

0.00%

RB Capital Management, LLC

12.24K

Mar 31, 26

+12.24K

0.00%

Brewster Financial Planning LLC

12.01K

Mar 31, 26

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

11.98K

Mar 31, 26

+1.98K

0.00%

Graves Light Lenhart Wealth, Inc.

11.91K

Mar 31, 26

0.00%

Gradient Capital Advisors, LLC

11.37K

Mar 31, 26

-4.58K

0.00%

American Institute for Advanced Investment Management, LLP

11.35K

Mar 31, 26

+1.85K

0.00%

Nicholas Hoffman & Company, LLC.

11.28K

Mar 31, 26

+11.28K

0.00%

GeoWealth Management, LLC

11.11K

Mar 31, 26

+10.97K

0.00%

Qube Research & Technologies Ltd

11.06K

Mar 31, 26

+7.45K

0.00%

Vermillion Wealth Management, Inc.

10.63K

Mar 31, 26

-641

0.00%

Zullo Investment Group, Inc.

10.56K

Mar 31, 26

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

10.45K

Mar 31, 26

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

10.34K

Mar 31, 26

+342

0.00%

WMG Financial Advisors, LLC

10.30K

Mar 31, 26

-509

0.00%

Tradewinds, LLC.

10.27K

Mar 31, 26

+10.27K

0.00%

TOWNSQUARE CAPITAL LLC

10.07K

Mar 31, 26

+155

0.00%

Wellington Shields Capital Management, LLC

10.00K

Mar 31, 26

+10.00K

0.00%

Aull & Monroe Investment Management Corp

9.99K

Mar 31, 26

-330

0.00%

Alpha Omega Wealth Management LLC

9.82K

Mar 31, 26

-330

0.00%

Eagle Bay Advisors LLC

9.58K

Mar 31, 26

+9.58K

0.00%

Lauterbach Financial Advisors, LLC

9.47K

Mar 31, 26

-4.91K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

9.21K

Mar 31, 26

0.00%

Advisor OS, LLC

9.21K

Mar 31, 26

+31

0.00%

HOWE & RUSLING INC

9.17K

Mar 31, 26

-7.58K

0.00%

Atlantic Union Bankshares Corp

9.15K

Mar 31, 26

+1.18K

0.00%

Modera Wealth Management, LLC

9.07K

Mar 31, 26

-2.18K

0.00%

RFG Advisory, LLC

9.07K

Mar 31, 26

-2.30K

0.00%

Destination Wealth Management

9.03K

Mar 31, 26

+9.03K

0.00%

SENTINEL PENSION ADVISORS INC

8.90K

Mar 31, 26

-486

0.00%

Blume Capital Management, Inc.

8.90K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

8.86K

Mar 31, 26

-9.61K

0.00%

STEPHENS INC /AR/

8.74K

Mar 31, 26

+8.74K

0.00%

PFG Advisors

8.72K

Mar 31, 26

-1.19K

0.00%

White Lighthouse Investment Management Inc.

8.51K

Mar 31, 26

+250

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

8.50K

Mar 31, 26

0.00%

Nalls Sherbakoff Group, LLC

8.41K

Mar 31, 26

0.00%

Gibbs Wealth Management

8.41K

Mar 31, 26

+8.41K

0.00%

Pine Haven Investment Counsel, Inc

8.39K

Mar 31, 26

+8.39K

0.00%

Soltis Investment Advisors LLC

8.36K

Mar 31, 26

-1.23K

0.00%

Firestone Capital Management

8.35K

Mar 31, 26

-332

0.00%

TOTH FINANCIAL ADVISORY CORP

7.05K

Mar 31, 26

-580

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

6.42K

Mar 31, 26

0.00%

Capital Analysts, LLC

5.65K

Mar 31, 26

-164

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

5.64K

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

5.46K

Mar 31, 26

+274

0.00%

Larson Financial Group LLC

5.23K

Mar 31, 26

+125

0.00%

Archer Investment Corp

4.61K

Mar 31, 26

+4.61K

0.00%

Legacy Bridge, LLC

4.60K

Mar 31, 26

0.00%

High Note Wealth, LLC

4.54K

Mar 31, 26

+151

0.00%

CENTRAL TRUST Co

4.04K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

4.02K

Mar 31, 26

+2.61K

0.00%

WHITTIER TRUST CO

4.01K

Mar 31, 26

0.00%

EASTERN BANK

4.00K

Mar 31, 26

+141

0.00%

Anchor Investment Management, LLC

3.98K

Mar 31, 26

0.00%

First Pacific Financial

3.54K

Mar 31, 26

+3.54K

0.00%

Bogart Wealth, LLC

3.44K

Mar 31, 26

-168

0.00%

SIGNATUREFD, LLC

2.89K

Mar 31, 26

+2.89K

0.00%

Capital Investment Advisory Services, LLC

2.73K

Mar 31, 26

+158

0.00%

Costello Asset Management, INC

2.69K

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.62K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

2.60K

Mar 31, 26

+196

0.00%

Smithfield Trust Co

2.60K

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

2.49K

Mar 31, 26

-1.75K

0.00%

Tradewinds Capital Management, LLC

2.28K

Mar 31, 26

0.00%

Crewe Advisors LLC

2.21K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

2.19K

Mar 31, 26

-260

0.00%

CoreCap Advisors, LLC

2.05K

Mar 31, 26

+754

0.00%

HM PAYSON & CO

2.01K

Mar 31, 26

+2.01K

0.00%

Measured Wealth Private Client Group, LLC

1.68K

Mar 31, 26

-431

0.00%

Front Row Advisors LLC

1.68K

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

1.66K

Mar 31, 26

-388

0.00%

GSB Wealth Management, LLC

1.51K

Mar 31, 26

+59

0.00%

Physician Wealth Advisors, Inc.

1.39K

Mar 31, 26

+1.39K

0.00%

PRIVATE TRUST CO NA

1.38K

Mar 31, 26

-741

0.00%

NBT BANK N A /NY

1.30K

Mar 31, 26

+1.28K

0.00%

Aptus Capital Advisors, LLC

1.28K

Mar 31, 26

-21.64K

0.00%

LOWE BROCKENBROUGH & CO INC

1.25K

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

1.17K

Mar 31, 26

+252

0.00%

Horizon Investments, LLC

1.02K

Mar 31, 26

+1.02K

0.00%

VISION FINANCIAL MARKETS LLC

1.00K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

922

Mar 31, 26

+84

0.00%

Tower View Investment Management & Research LLC

898

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

868

Mar 31, 26

+868

0.00%

Newbridge Financial Services Group, Inc.

864

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

844

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

828

Mar 31, 26

0.00%

Golden State Equity Partners

813

Mar 31, 26

+813

0.00%

DELTA ASSET MANAGEMENT LLC/TN

810

Mar 31, 26

0.00%

Avion Wealth

780

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

750

Mar 31, 26

+581

0.00%

FRANKLIN RESOURCES INC

664

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

639

Mar 31, 26

+110

0.00%

Davis Capital Management

628

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

626

Mar 31, 26

-67.30K

0.00%

McIlrath & Eck, LLC

538

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

501

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

402

Mar 31, 26

0.00%

IFG Advisory, LLC

400

Mar 31, 26

+400

0.00%

Geneos Wealth Management Inc.

370

Mar 31, 26

+90

0.00%

Sunbelt Securities, Inc.

361

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

350

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

334

Mar 31, 26

+334

0.00%

Parkside Financial Bank & Trust

310

Mar 31, 26

0.00%

Cordant, Inc.

305

Mar 31, 26

+38

0.00%

Westside Investment Management, Inc.

302

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

280

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

259

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

226

Mar 31, 26

+226

0.00%

BARRETT & COMPANY, INC.

216

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

186

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

177

Mar 31, 26

+29

0.00%

Asset Dedication, LLC

171

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

157

Mar 31, 26

0.00%

Quantum Capital Management, LLC / NJ

156

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

144

Mar 31, 26

0.00%

POM Investment Strategies, LLC

139

Mar 31, 26

+139

0.00%

Parallel Advisors, LLC

138

Mar 31, 26

-285

0.00%

WOLFF WIESE MAGANA LLC

119

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

118

Mar 31, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

-8

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

Mar 31, 26

0.00%

MATHER GROUP, LLC.

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

-74

TUCKER ASSET MANAGEMENT LLC

Mar 31, 26

-82

Apeiron RIA LLC

Mar 31, 26

-10.39K

Quantinno Capital Management LP

Mar 31, 26

-14.75K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-39.82K

Equitable Holdings, Inc.

Mar 31, 26

-29.58K

BROWN ADVISORY INC

Mar 31, 26

-11.52K

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-2.52K

SIMPLEX TRADING, LLC

Mar 31, 26

-1.08K

WBI INVESTMENTS, INC.

Mar 31, 26

-8.79K

Rice Partnership, LLC

Mar 31, 26

-3.35K

Arete Wealth Advisors, LLC

Mar 31, 26

-8.92K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-14.73K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-51.01K

Frontier Asset Management, LLC

Mar 31, 26

-51.36K

Tuttle Capital Management, LLC

Mar 31, 26

-9.50K

SJS Investment Consulting Inc.

Mar 31, 26

-49

Integrated Advisors Network LLC

Mar 31, 26

-153.56K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-13.01K

BALLAST ADVISORS LLC

Mar 31, 26

-650.19K

McBroom & Associates, LLC

Mar 31, 26

-13.30K

SageView Advisory Group, LLC

Mar 31, 26

-158

BOKF, NA

Mar 31, 26

-3.19K

FLOW TRADERS U.S. LLC

Mar 31, 26

-305.61K

CAPITAL PERFORMANCE ADVISORS LLP

Mar 31, 26

-9.25K

Joule Financial, LLC

Mar 31, 26

-19.75K

BESSEMER GROUP INC

Mar 31, 26

-257

Rockbridge Investment Management, LCC

Mar 31, 26

-11.37K

WealthShield Partners, LLC

Mar 31, 26

-464

FEDERATED HERMES, INC.

Mar 31, 26

-478

Golden State Wealth Management, LLC

Mar 31, 26

-683

BRYN MAWR TRUST Co

Mar 31, 26

-872

Apollon Wealth Management, LLC

Mar 31, 26

-45.33K

GUARDIAN WEALTH ADVISORS, LLC / NC

Mar 31, 26

-21.20K

PURE PORTFOLIOS HOLDINGS LLC

592.21K

Dec 31, 25

+20.01K

0.11%

MERITAGE PORTFOLIO MANAGEMENT

190.71K

Dec 31, 25

+4.46K

0.04%

Clearview Wealth Advisors LLC

64.16K

Dec 31, 25

+4.67K

0.01%

VanderPol Investments L.L.C.

30.91K

Dec 31, 25

+4.82K

0.01%

COMERICA BANK

27.38K

Dec 31, 25

-952

0.01%

Vantage Financial Partners, LLC

26.51K

Dec 31, 25

-1.80K

0.00%

Litman Gregory Wealth Management LLC

12.88K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.03K

Dec 31, 25

+599

0.00%

CAPITAL INSIGHT PARTNERS, LLC

Dec 31, 25

-11.41K

Northwest Capital Management Inc

Dec 31, 25

-14.57K

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-2.57K

ASSET PLANNING CORPORATION

294.02K

Sep 30, 25

+28.16K

0.05%

AHL INVESTMENT MANAGEMENT, INC.

97.78K

Sep 30, 25

-6.10K

0.02%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

91.23K

Sep 30, 25

-8.24K

0.02%

JFG Wealth Management, LLC

72.05K

Sep 30, 25

+618

0.01%

Lindenwold Advisors, INC

42.24K

Sep 30, 25

-40

0.01%

SYNOVUS FINANCIAL CORP

16.47K

Sep 30, 25

-985

0.00%

PBMares Wealth Management LLC

11.24K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

3.09K

Sep 30, 25

0.00%

Promus Capital, LLC

2.57K

Sep 30, 25

+2.57K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

300

Sep 30, 25

0.00%

EWG Elevate Inc.

Sep 30, 25

-29.11K

Atria Wealth Solutions, Inc.

52.12K

Jun 30, 25

-27.77K

0.01%

Congress Wealth Management LLC / DE /

42.03K

Jun 30, 25

+3.81K

0.01%

PrairieView Partners, LLC

29.26K

Jun 30, 25

-3.94K

0.01%

AVANTAX ADVISORY SERVICES, INC.

24.12K

Jun 30, 25

+7.37K

0.00%

David Wealth Management LLC

17.42K

Jun 30, 25

+9.14K

0.00%

Exchange Capital Management, Inc.

10.65K

Jun 30, 25

-176

0.00%

Horan Securities, Inc.

9.89K

Jun 30, 25

+9.89K

0.00%

First Horizon Advisors, Inc.

784

Jun 30, 25

0.00%

Moser Wealth Advisors, LLC

Jun 30, 25

0.00%

West Coast Financial LLC

3.03M

Mar 31, 25

+576.20K

0.56%

Orion Portfolio Solutions, LLC

20.44K

Mar 31, 25

-1.87K

0.00%

Coordinated Financial Services, Inc./CO

19.30K

Mar 31, 25

+19.30K

0.00%

Bremer Bank National Association

19.05K

Mar 31, 25

0.00%

Sandy Spring Bank

6.24K

Mar 31, 25

-499

0.00%

Kades & Cheifetz LLC

161.31K

Dec 31, 24

+56.21K

0.03%

HART & PATTERSON FINANCIAL GROUP LLC

61.32K

Dec 31, 24

+33.87K

0.01%

Avitas Wealth Management LLC

60.94K

Dec 31, 24

+31.77K

0.01%

SignalPoint Asset Management, LLC

59.82K

Dec 31, 24

+25.91K

0.01%

TrinityPoint Wealth, LLC

29.37K

Dec 31, 24

+13.18K

0.01%

WR Wealth Planners, LLC

2.45K

Dec 31, 24

+1.24K

0.00%

Cassady Schiller Wealth Management, LLC

130

Dec 31, 24

+65

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.16K

Carlson Capital Management

Dec 31, 24

-4.82K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-6.26K

Raymond James Financial Services Advisors, Inc.

186.02K

Sep 30, 24

-196.92K

0.03%

RAYMOND JAMES & ASSOCIATES

115.09K

Sep 30, 24

+2.68K

0.02%

Family Asset Management, LLC

20.80K

Sep 30, 24

-1.23K

0.00%

Carmichael Hill & Associates, Inc.

6.09K

Sep 30, 24

+1.12K

0.00%

Diversified, LLC

4.70K

Sep 30, 24

+12

0.00%

RAYMOND JAMES TRUST N.A.

4.28K

Sep 30, 24

-295

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

298

Sep 30, 24

+298

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Pillar Wealth Advisors, LLC

Sep 30, 24

-20.96K

BUCKINGHAM STRATEGIC WEALTH, LLC

76.52K

Jun 30, 24

+442

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

29.02K

Jun 30, 24

+4.36K

0.01%

JANICZEK WEALTH MANAGEMENT, LLC

18.49K

Jun 30, 24

+1.04K

0.00%

Custom Portfolio Group LLC

1.97K

Jun 30, 24

0.00%

Private Ocean, LLC

244

Jun 30, 24

+30

0.00%

BlackRock Inc.

123

Jun 30, 24

-53.26K

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-402

Cetera Advisors LLC

104.01K

Mar 31, 24

+9.19K

0.02%

Cetera Advisor Networks LLC

46.53K

Mar 31, 24

-3.42K

0.01%

CAMBRIDGE TRUST CO

18.42K

Mar 31, 24

-1.31K

0.00%

Retirement Group, LLC

15.91K

Mar 31, 24

-1.52K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

13.48K

Mar 31, 24

+88

0.00%

FirstPurpose Wealth LLC

11.67K

Mar 31, 24

-1.82K

0.00%

Traverso Chambers Private Wealth Management, LLC

396.03K

Dec 31, 23

-233.11K

0.07%

FOCUS FINANCIAL NETWORK INC /ADV

152.29K

Dec 31, 23

+152.29K

0.03%

StrategIQ Financial Group, LLC

118.90K

Dec 31, 23

+34.90K

0.02%

Simplicity Solutions, LLC

103.97K

Dec 31, 23

+46.69K

0.02%

Resource Planning Group

81.73K

Dec 31, 23

-20.04K

0.02%

Ledge Wealth Management, Inc.

51.64K

Dec 31, 23

+1.75K

0.01%

Curi Wealth Management, LLC

7.58K

Dec 31, 23

+1.25K

0.00%

Landmark Financial Advisors, LLC

7.32K

Dec 31, 23

-771

0.00%

Bartlett & Co. LLC

5.92K

Dec 31, 23

+470

0.00%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

Day & Ennis, LLC

Dec 31, 23

-7.74K

WEALTHSOURCE PARTNERS, LLC

Dec 31, 23

-13.71K

COMERICA SECURITIES,INC.

20.24K

Sep 30, 23

-2.07K

0.00%

Sutton Wealth Advisors Inc.

900

Sep 30, 23

0.00%

FREEDOM WEALTH ALLIANCE, LLC

Sep 30, 23

-5.04K

Kalos Management, Inc.

41.23K

Jun 30, 23

-2.31K

0.01%

Financial Architects, Inc

35.88K

Jun 30, 23

+7.62K

0.01%

Vident Investment Advisory, LLC

23.35K

Jun 30, 23

+1.29K

0.00%

BerganKDV Wealth Management, LLC

111

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

+57

0.00%

Wealth CMT

Jun 30, 23

-27.68K

HARVEST GROUP WEALTH MANAGEMENT, LLC

200.30K

Mar 31, 23

-69.45K

0.04%

Domani Wealth, LLC

20.89K

Mar 31, 23

0.00%

Baldrige Asset Management LLC

1.25K

Mar 31, 23

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

396.56K

Dec 31, 22

-28.21K

0.07%

Newman & Schimel, LLC

133.19K

Dec 31, 22

+26.45K

0.02%

BOENNING & SCATTERGOOD, INC.

109.66K

Dec 31, 22

+3.67K

0.02%

Laurel Wealth Advisors, Inc.

25.67K

Dec 31, 22

+57

0.00%

Sargent Bickham Lagudis LLC

8.99K

Dec 31, 22

-23.32K

0.00%

Red Cedar Capital, LLC

2.76K

Dec 31, 22

+21

0.00%

St. James Investment Advisors, LLC

Dec 31, 22

-400

MARINER INDEPENDENT ADVISOR NETWORK, LLC

41.56K

Sep 30, 22

+738

0.01%

American Portfolios Advisors

29.14K

Sep 30, 22

+1.30K

0.01%

MUFG Americas Holdings Corp

21.05K

Sep 30, 22

-609

0.00%

Surevest, LLC

7.45K

Sep 30, 22

-1.71K

0.00%

ACG Wealth

Sep 30, 22

-141

NTB Financial Corp

29.99K

Jun 30, 22

-4.19K

0.01%

KerberRose Wealth Management, LLC

6.36K

Jun 30, 22

+6.36K

0.00%

Fieldpoint Private Securities, LLC

1.62K

Jun 30, 22

+1.62K

0.00%

Lake Point Wealth Management

Jun 30, 22

+20

0.00%

STRATEGIC WEALTH MANAGEMENT INC

457.42K

Dec 31, 21

0.09%

NEXT Financial Group, Inc

15.91K

Dec 31, 21

+7.11K

0.00%

Paradigm Financial Advisors, LLC

7.02K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

1.45K

Dec 31, 21

-21

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.44K

Dec 31, 21

0.00%

QCI ASSET MANAGEMENT INC/NY

278.89K

Sep 30, 21

+21.03K

0.05%

HATTON CONSULTING, INC.

226.28K

Sep 30, 21

+25.36K

0.04%

Optimal Asset Management, Inc.

27.81K

Sep 30, 21

+1.97K

0.01%

Landsberg, Bennett, & Dubbaneh LLC

26.08K

Sep 30, 21

+26.08K

0.00%

Pacific Edge Advisors, LLC

25.10K

Sep 30, 21

-6.50K

0.00%

Harborview Advisors, LLC

11.50K

Sep 30, 21

+1.36K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.96K

Sep 30, 21

+1.10K

0.00%

Homrich & Berg

4.96K

Sep 30, 21

-135.94K

0.00%

Sonora Investment Management, LLC

1.60K

Sep 30, 21

+1.60K

0.00%

Filbrandt Wealth Management, LLC

390

Sep 30, 21

+390

0.00%

Financial Consulate Inc.

12.91K

Jun 30, 21

+12.91K

0.00%

Hoover Financial Advisors, Inc.

10.38K

Jun 30, 21

+193

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

BADGLEY PHELPS & BELL INC

Jun 30, 21

-5.28K

Pinnacle Advisory Group, Inc.

31.28K

Mar 31, 21

-7.14K

0.01%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

11.49K

Mar 31, 21

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

4.91K

Dec 31, 20

-290

0.00%

Reby Advisors, LLC

1.99K

Dec 31, 20

+1.99K

0.00%

SVA Wealth Management, LLC

Dec 31, 20

-4.70K

First Allied Advisory Services, Inc.

160.67K

Sep 30, 20

-131.19K

0.03%

Wellesley Investment Partners, LLC

35.71K

Sep 30, 20

+11.64K

0.01%

Stearns Financial Services Group

31.86K

Sep 30, 20

+395

0.01%

Confluence Wealth Management LLC

14.85K

Sep 30, 20

-68.95K

0.00%

Capstone Financial Group, Inc.

4.42K

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

565

Sep 30, 20

0.00%

Independence Advisors, LLC

547

Sep 30, 20

+381

0.00%

QUANTUM CAPITAL MANAGEMENT

Sep 30, 20

-18.49K

BRINKER CAPITAL INC

109.20K

Jun 30, 20

-571.49K

0.02%

Maxim Capital Management LLC

54.02K

Jun 30, 20

-7.72K

0.01%

361 CAPITAL LLC

21.18K

Jun 30, 20

0.00%

NewDay Solutions, LLC

Jun 30, 20

-13.79K

Foothills Asset Management, Ltd.

54.11K

Mar 31, 20

-2.11K

0.01%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

Mar 31, 20

-5.22K

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

-75

LADENBURG THALMANN FINANCIAL SERVICES INC.

410.57K

Dec 31, 19

+41.88K

0.08%

Advisor Group, Inc.

139.21K

Dec 31, 19

+38.20K

0.03%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

366.87K

Sep 30, 19

-1.34K

0.07%

BB&T SECURITIES, LLC

111.17K

Sep 30, 19

+3.08K

0.02%

SUNTRUST BANKS INC

64.76K

Sep 30, 19

+12.53K

0.01%

MRA Associates USA LLC

2.37K

Sep 30, 19

+2.37K

0.00%

NEXT Financial Holdings

514.62K

Mar 31, 19

+514.62K

0.10%

WealthTrust Fairport, LLC

274.21K

Mar 31, 19

+27.49K

0.05%

Live Your Vision, LLC

260.85K

Mar 31, 19

+219.71K

0.05%

AT Bancorp

52.92K

Mar 31, 19

-7.26K

0.01%

Steinberg Global Asset Management

8.78K

Mar 31, 19

+8.78K

0.00%

HL FINANCIAL SERVICES LLC

4.65K

Mar 31, 19

+500

0.00%

Weatherstone Capital Management

Mar 31, 19

-297.61K

Visionary Asset Management, Inc.

708.12K

Dec 31, 18

+676.27K

0.13%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

Dec 31, 18

-272.96K

Vantage Investment Advisors, LLC

951

Sep 30, 18

-14

0.00%

Kabarec Financial Advisors, Ltd.

500

Jun 30, 18

0.00%

Edge Advisors, LLC

478

Jun 30, 18

0.00%

BB&T INVESTMENT SERVICES, INC.

90.07K

Dec 31, 17

+4.38K

0.02%

GFS Private Wealth, LLC

6.20K

Dec 31, 17

+6.20K

0.00%

Commonwealth Equity Services, Inc

7.58K

Jun 30, 17

+623

0.00%

Virtu KCG Holdings LLC

5.36K

Jun 30, 17

-5.65K

0.00%

Kernodle & Katon Asset Management Group, LLC

537.98K

Mar 31, 17

+30.10K

0.10%

MSI Financial Services Inc

655

Dec 31, 16

0.00%

KANALY TRUST CO

231

Dec 31, 16

+231

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-3.32K

TMFS HOLDINGS LLC

27.00K

Sep 30, 16

+27.00K

0.01%

ANCORA FAMILY WEALTH ADVISORS, LLC

Sep 30, 16

-4.50K

SOCIETE GENERALE

50.00K

Jun 30, 16

+50.00K

0.01%

VSR Financial Services, Inc.

5.36K

Jun 30, 16

-2.53K

0.00%

Hoxton Financial, Inc.

3.70K

Mar 31, 16

+3.70K

0.00%

Gupta Wealth Management LLC

1.99K

Mar 31, 16

0.00%

UBS AG

110.07K

Sep 30, 14

+3.60K

0.02%

Stifel Trust Company, N.A.

258

Sep 30, 14

+258

0.00%

Chinook Capital Management

69.88K

Dec 31, 13

-2.52K

0.01%