Schwab U.S. Large-Cap ETF(SCHX)

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SCHX(SCHX)

SCHX

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Holder

Date

Change

% Held

US BANCORP \DE\

145.06M

Mar 31, 26

-56.02M

5.84%

Creative Planning

82.27M

Mar 31, 26

-1.54M

3.31%

MONETA GROUP INVESTMENT ADVISORS LLC

37.37M

Mar 31, 26

+1.54M

1.50%

HBK Sorce Advisory LLC

34.88M

Mar 31, 26

+404.27K

1.40%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

34.81M

Mar 31, 26

+3.82M

1.40%

SEI INVESTMENTS CO

32.53M

Mar 31, 26

+1.55M

1.31%

Betterment LLC

28.60M

Mar 31, 26

+10.45M

1.15%

SAGE FINANCIAL GROUP INC

23.11M

Mar 31, 26

-727.98K

0.93%

CAPTRUST FINANCIAL ADVISORS

20.18M

Mar 31, 26

+660.92K

0.81%

Cerity Partners LLC

19.18M

Mar 31, 26

+194.23K

0.77%

Diversified Enterprises, LLC

18.19M

Mar 31, 26

+1.22M

0.73%

HighTower Advisors, LLC

14.01M

Mar 31, 26

-135.40K

0.56%

JANUS HENDERSON GROUP PLC

12.33M

Mar 31, 26

-83.38K

0.50%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.01M

Mar 31, 26

-8.08M

0.44%

Koss-Olinger Consulting, LLC

10.49M

Mar 31, 26

+492.24K

0.42%

Mariner, LLC

10.38M

Mar 31, 26

+146.07K

0.42%

Norinchukin Bank, The

10.18M

Mar 31, 26

0.41%

McAdam, LLC

10.17M

Mar 31, 26

+230.47K

0.41%

BANK OF AMERICA CORP /DE/

10.08M

Mar 31, 26

+1.05M

0.41%

MERCER GLOBAL ADVISORS INC /ADV

9.93M

Mar 31, 26

-458.46K

0.40%

UBS Group AG

9.55M

Mar 31, 26

+8.31M

0.38%

Fund Evaluation Group, LLC

9.27M

Mar 31, 26

-218.02K

0.37%

Prime Capital Investment Advisors, LLC

8.90M

Mar 31, 26

-1.11M

0.36%

MORGAN STANLEY

8.61M

Mar 31, 26

+2.60M

0.35%

JMG Financial Group, Ltd.

8.33M

Mar 31, 26

-112.42K

0.34%

Beacon Pointe Advisors, LLC

7.77M

Mar 31, 26

+1.31M

0.31%

Kohmann Bosshard Financial Services, LLC

7.58M

Mar 31, 26

+454.87K

0.31%

LPL Financial LLC

7.54M

Mar 31, 26

-158.47K

0.30%

VANTAGEPOINT INVESTMENT ADVISERS LLC

7.46M

Mar 31, 26

-134.56K

0.30%

CI Private Wealth, LLC

6.73M

Mar 31, 26

-338.71K

0.27%

ASSETMARK, INC

6.52M

Mar 31, 26

+2.60K

0.26%

Apriem Advisors

5.63M

Mar 31, 26

-534.33K

0.23%

Northwest Quadrant Wealth Management, LLC

5.29M

Mar 31, 26

-6.55K

0.21%

FINANCIAL CONSULATE, INC

5.19M

Mar 31, 26

-9.77K

0.21%

JOHNSON INVESTMENT COUNSEL INC

5.13M

Mar 31, 26

+58.53K

0.21%

Farther Finance Advisors, LLC

4.92M

Mar 31, 26

+952.26K

0.20%

BlueSky Wealth Advisors, LLC

4.89M

Mar 31, 26

-1.33M

0.20%

Orgel Wealth Management, LLC

4.69M

Mar 31, 26

+11.70K

0.19%

EVERMAY WEALTH MANAGEMENT LLC

4.37M

Mar 31, 26

-66.83K

0.18%

ENVESTNET ASSET MANAGEMENT INC

4.16M

Mar 31, 26

+2.31M

0.17%

Charles Schwab Trust Co

4.16M

Mar 31, 26

-54.61K

0.17%

Steele Capital Management, Inc.

4.08M

Mar 31, 26

+97.76K

0.16%

AQR CAPITAL MANAGEMENT LLC

3.99M

Mar 31, 26

+1.21M

0.16%

FSA Investment Group, LLC

3.80M

Mar 31, 26

+253.83K

0.15%

RMB Capital Management, LLC

3.63M

Mar 31, 26

+65.36K

0.15%

GREENWOOD GEARHART INC

3.52M

Mar 31, 26

-1.23M

0.14%

Meridian Wealth Partners, LLC

3.50M

Mar 31, 26

+94.70K

0.14%

Integrated Wealth Concepts LLC

3.49M

Mar 31, 26

+335.79K

0.14%

JONES FINANCIAL COMPANIES LLLP

3.36M

Mar 31, 26

+825.95K

0.14%

CHOREO, LLC

3.34M

Mar 31, 26

+2.04M

0.13%

ADVISOR GROUP HOLDINGS, INC.

3.32M

Mar 31, 26

+524.00K

0.13%

SIMS INVESTMENT MANAGEMENT, LLC

3.31M

Mar 31, 26

-114.34K

0.13%

Colony Group, LLC

3.20M

Mar 31, 26

-4.46K

0.13%

BlackRock, Inc.

3.20M

Mar 31, 26

+2.03M

0.13%

EP Wealth Advisors, LLC

3.18M

Mar 31, 26

-31.89K

0.13%

HB Wealth Management, LLC

3.07M

Mar 31, 26

+35.90K

0.12%

AMERIPRISE FINANCIAL INC

3.00M

Mar 31, 26

-480.21K

0.12%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

2.99M

Mar 31, 26

+78.55K

0.12%

JPMORGAN CHASE & CO

2.87M

Mar 31, 26

+326.17K

0.12%

Aptus Capital Advisors, LLC

2.83M

Mar 31, 26

+155.72K

0.11%

Cambridge Investment Research Advisors, Inc.

2.83M

Mar 31, 26

+97.32K

0.11%

Wealthspire Advisors, LLC

2.82M

Mar 31, 26

+6.52K

0.11%

Cresset Asset Management, LLC

2.81M

Mar 31, 26

-23.17K

0.11%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.77M

Mar 31, 26

+150.21K

0.11%

Baker Avenue Asset Management, LP

2.72M

Mar 31, 26

+29.25K

0.11%

Jaffetilchin Investment Partners, LLC

2.58M

Mar 31, 26

+6.39K

0.10%

Standpoint Asset Management, LLC

2.56M

Mar 31, 26

-93.20K

0.10%

Savant Capital, LLC

2.50M

Mar 31, 26

+36.18K

0.10%

Bangor Savings Bank

2.43M

Mar 31, 26

-46.69K

0.10%

Berger Financial Group, Inc

2.37M

Mar 31, 26

+28.82K

0.10%

Scarborough Advisors, LLC

2.36M

Mar 31, 26

+2.36M

0.09%

NewSquare Capital LLC

2.35M

Mar 31, 26

+75.15K

0.09%

Legacy Wealth Management, Inc

2.28M

Mar 31, 26

+77.27K

0.09%

CacheTech Inc.

2.26M

Mar 31, 26

-43.08K

0.09%

Financial Management Professionals, Inc.

2.23M

Mar 31, 26

+34.65K

0.09%

Towercrest Capital Management

2.18M

Mar 31, 26

-35.87K

0.09%

Alliance Wealth Management Group

2.18M

Mar 31, 26

-35.87K

0.09%

Northeast Financial Group, Inc.

2.14M

Mar 31, 26

+157.75K

0.09%

Adams Wealth Management

2.11M

Mar 31, 26

-6.86K

0.08%

McGlone Suttner Wealth Management, Inc.

2.10M

Mar 31, 26

-22.33K

0.08%

WELLS FARGO & COMPANY/MN

2.10M

Mar 31, 26

-146.08K

0.08%

Modern Wealth Management, LLC

2.09M

Mar 31, 26

+88.53K

0.08%

VALLEY NATIONAL ADVISERS INC

2.05M

Mar 31, 26

+74.42K

0.08%

Pure Financial Advisors, LLC

1.99M

Mar 31, 26

+13.59K

0.08%

Red Door Wealth Management, LLC

1.93M

Mar 31, 26

-53.78K

0.08%

ROYAL BANK OF CANADA

1.92M

Mar 31, 26

+159.19K

0.08%

Bleakley Financial Group, LLC

1.91M

Mar 31, 26

+20.10K

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

1.90M

Mar 31, 26

+1.34M

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.86M

Mar 31, 26

-42.05K

0.07%

RKL Wealth Management LLC

1.86M

Mar 31, 26

-285.94K

0.07%

IMA Wealth, Inc.

1.85M

Mar 31, 26

+63.74K

0.07%

APPLETON PARTNERS INC/MA

1.85M

Mar 31, 26

+494

0.07%

Chicago Partners Investment Group LLC

1.84M

Mar 31, 26

+99.76K

0.07%

SigFig Wealth Management, LLC

1.83M

Mar 31, 26

+286.71K

0.07%

Visionary Wealth Advisors

1.82M

Mar 31, 26

+70.88K

0.07%

Richardson Capital Management LLC

1.80M

Mar 31, 26

+48.11K

0.07%

HARBOUR INVESTMENTS, INC.

1.78M

Mar 31, 26

+5.89K

0.07%

Courage Miller Partners, LLC

1.74M

Mar 31, 26

-9.86K

0.07%

RAYMOND JAMES FINANCIAL INC

1.73M

Mar 31, 26

-322.68K

0.07%

KAVAR CAPITAL PARTNERS GROUP, LLC

1.71M

Mar 31, 26

+47.61K

0.07%

Quantinno Capital Management LP

1.67M

Mar 31, 26

+62.28K

0.07%

Pensionmark Financial Group, LLC

1.65M

Mar 31, 26

-48.95K

0.07%

Cetera Investment Advisers

1.59M

Mar 31, 26

+226.43K

0.06%

FIDELIS iM, LLC

1.59M

Mar 31, 26

+85.20K

0.06%

Ascension Capital Advisors, Inc.

1.57M

Mar 31, 26

+336.69K

0.06%

Newman Dignan & Sheerar, Inc.

1.56M

Mar 31, 26

+21.42K

0.06%

Fortis Capital Management LLC

1.51M

Mar 31, 26

+165.35K

0.06%

BRYN MAWR TRUST Co

1.50M

Mar 31, 26

-36.47K

0.06%

Waverly Advisors, LLC

1.50M

Mar 31, 26

+986.50K

0.06%

FMR LLC

1.48M

Mar 31, 26

+46.72K

0.06%

D.B. Root & Company, LLC

1.47M

Mar 31, 26

+11.36K

0.06%

MORRIS FINANCIAL CONCEPTS, INC.

1.47M

Mar 31, 26

+41.89K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

1.46M

Mar 31, 26

-55.55K

0.06%

Matrix Trust Co

1.45M

Mar 31, 26

-3.70K

0.06%

Modera Wealth Management, LLC

1.45M

Mar 31, 26

-49.81K

0.06%

Schneider Downs Wealth Management Advisors, LP

1.43M

Mar 31, 26

+7.33K

0.06%

ACCESS FINANCIAL SERVICES, INC.

1.43M

Mar 31, 26

-91.97K

0.06%

Ashton Thomas Private Wealth, LLC

1.42M

Mar 31, 26

+9.73K

0.06%

Sequoia Financial Advisors, LLC

1.41M

Mar 31, 26

-6.45K

0.06%

VALICENTI ADVISORY SERVICES INC

1.41M

Mar 31, 26

+76.48K

0.06%

Pinkerton Retirement Specialists, LLC

1.41M

Mar 31, 26

-56.14K

0.06%

Sherwood Financial Partners, LLC

1.37M

Mar 31, 26

-31.66K

0.06%

Belpointe Asset Management LLC

1.34M

Mar 31, 26

-129.72K

0.05%

BALLAST ADVISORS LLC

1.34M

Mar 31, 26

+63.35K

0.05%

Ashford Advisors, LLC

1.33M

Mar 31, 26

-28.08K

0.05%

St. Louis Trust Co

1.32M

Mar 31, 26

+27.07K

0.05%

L2 Asset Management, LLC

1.31M

Mar 31, 26

+736.40K

0.05%

Athena Investment Management

1.31M

Mar 31, 26

+58

0.05%

Bernard Wealth Management Corp.

1.30M

Mar 31, 26

-46.24K

0.05%

Foster Victor Wealth Advisors, LLC

1.28M

Mar 31, 26

+34.22K

0.05%

Dynamic Advisor Solutions LLC

1.28M

Mar 31, 26

+34.84K

0.05%

Fortis Capital Advisors, LLC

1.28M

Mar 31, 26

-131.24K

0.05%

Embree Financial Group

1.26M

Mar 31, 26

-166.10K

0.05%

Gleason Group, Inc.

1.26M

Mar 31, 26

-30.76K

0.05%

HRC WEALTH MANAGEMENT, LLC

1.26M

Mar 31, 26

+4.56K

0.05%

Ethos Financial Group, LLC

1.24M

Mar 31, 26

+23.57K

0.05%

MAI Capital Management

1.22M

Mar 31, 26

-480

0.05%

Cornerstone Wealth Group, LLC

1.22M

Mar 31, 26

-48.81K

0.05%

STIFEL FINANCIAL CORP

1.21M

Mar 31, 26

+29.95K

0.05%

FPC INVESTMENT ADVISORY, INC.

1.21M

Mar 31, 26

+144.22K

0.05%

Perigon Wealth Management, LLC

1.21M

Mar 31, 26

+47.36K

0.05%

Powers Advisory Group, LLC

1.20M

Mar 31, 26

+4.72K

0.05%

Anchor Investment Management, LLC

1.19M

Mar 31, 26

+20.78K

0.05%

Christensen, King & Associates Investment Services, Inc.

1.15M

Mar 31, 26

+7.39K

0.05%

Csenge Advisory Group

1.13M

Mar 31, 26

+22.34K

0.05%

GOLDMAN SACHS GROUP INC

1.13M

Mar 31, 26

-947.00K

0.05%

Resources Investment Advisors, LLC.

1.12M

Mar 31, 26

-20.82K

0.05%

Gordian Advisors LLC

1.10M

Mar 31, 26

-5.30K

0.04%

Provident Wealth Management, LLC

1.08M

Mar 31, 26

-1.58K

0.04%

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

1.05M

Mar 31, 26

-77.55K

0.04%

Destination Wealth Management

1.04M

Mar 31, 26

-372.71K

0.04%

Kelman-Lazarov, Inc.

1.03M

Mar 31, 26

+12.37K

0.04%

St. Johns Investment Management Company, LLC

1.02M

Mar 31, 26

+9.05K

0.04%

Milestone Investment Advisors LLC

1.01M

Mar 31, 26

-10.25K

0.04%

Clearwater Capital Advisors, LLC

958.31K

Mar 31, 26

+50.84K

0.04%

MANCHESTER FINANCIAL INC

957.80K

Mar 31, 26

+38.98K

0.04%

Sage Financial Management Group, Inc.

952.83K

Mar 31, 26

+2.20K

0.04%

SALEM INVESTMENT COUNSELORS INC

940.05K

Mar 31, 26

+2.87K

0.04%

Essex LLC

938.70K

Mar 31, 26

+2.71K

0.04%

Allworth Financial LP

932.92K

Mar 31, 26

-65.76K

0.04%

GEN Financial Management, INC.

931.11K

Mar 31, 26

+35.28K

0.04%

LOWE BROCKENBROUGH & CO INC

926.42K

Mar 31, 26

-18.59K

0.04%

Sound View Wealth Advisors Group, LLC

917.70K

Mar 31, 26

-40.33K

0.04%

Bell Investment Advisors, Inc

901.40K

Mar 31, 26

+13.80K

0.04%

Lutz Financial Services LLC

890.80K

Mar 31, 26

+162.46K

0.04%

Ancora Advisors, LLC

885.80K

Mar 31, 26

-18.28K

0.04%

Asset Allocation Strategies LLC

877.99K

Mar 31, 26

+29.09K

0.04%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

868.40K

Mar 31, 26

-9.20K

0.03%

Almanack Investment Partners, LLC.

856.72K

Mar 31, 26

-284.95K

0.03%

Brinker Capital Investments, LLC

850.73K

Mar 31, 26

-63.90K

0.03%

Truepoint, Inc.

845.50K

Mar 31, 26

+8.75K

0.03%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

832.88K

Mar 31, 26

-49.01K

0.03%

Sprinkle Financial Consultants LLC

831.19K

Mar 31, 26

-6.67K

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

815.81K

Mar 31, 26

-2.00K

0.03%

WBH ADVISORY INC

815.78K

Mar 31, 26

-10.40K

0.03%

Canal Capital Management, LLC

815.16K

Mar 31, 26

+795.51K

0.03%

White & Co Financial Planning Inc

808.39K

Mar 31, 26

-2.38K

0.03%

Koesten, Hirschmann & Crabtree, INC.

805.71K

Mar 31, 26

-2.55K

0.03%

Abound Wealth Management

799.27K

Mar 31, 26

+2.43K

0.03%

B & T Capital Management DBA Alpha Capital Management

792.08K

Mar 31, 26

-16.17K

0.03%

Black Diamond Financial, LLC

787.53K

Mar 31, 26

-9.59K

0.03%

Gladstone Institutional Advisory LLC

778.86K

Mar 31, 26

-1.34K

0.03%

HENGEHOLD CAPITAL MANAGEMENT LLC

777.85K

Mar 31, 26

-21.79K

0.03%

MFA WEALTH ADVISORS, LLC

772.02K

Mar 31, 26

+69.87K

0.03%

Summit Financial, LLC

768.28K

Mar 31, 26

+142.08K

0.03%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

763.70K

Mar 31, 26

+45.04K

0.03%

TRUIST FINANCIAL CORP

758.98K

Mar 31, 26

+15.52K

0.03%

Merit Financial Group, LLC

749.20K

Mar 31, 26

+23.81K

0.03%

Investors Research Corp

748.05K

Mar 31, 26

+6.97K

0.03%

Tortoise Investment Management, LLC

745.89K

Mar 31, 26

+40.89K

0.03%

MCF Advisors LLC

737.22K

Mar 31, 26

-27.79K

0.03%

BlueStem Wealth Partners, LLC

733.43K

Mar 31, 26

+162.35K

0.03%

Transamerica Financial Advisors, Inc.

730.59K

Mar 31, 26

-82.89K

0.03%

Sanctuary Advisors, LLC

725.53K

Mar 31, 26

+10.62K

0.03%

Family Legacy Financial Solutions, LLC

725.40K

Mar 31, 26

+9.28K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

724.43K

Mar 31, 26

+19.36K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

722.60K

Mar 31, 26

+33.61K

0.03%

IFP Advisors, Inc

712.99K

Mar 31, 26

+2.47K

0.03%

Summit Financial Consulting LLC

712.67K

Mar 31, 26

+438.87K

0.03%

MONEYWISE, INC.

709.60K

Mar 31, 26

-29.31K

0.03%

Cornerstone Planning, LLC

691.25K

Mar 31, 26

-40.12K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

685.10K

Mar 31, 26

-66.69K

0.03%

Rockefeller Capital Management L.P.

682.38K

Mar 31, 26

+12.58K

0.03%

BCS Wealth Management

678.43K

Mar 31, 26

-666.37K

0.03%

STEVENS CAPITAL PARTNERS

666.11K

Mar 31, 26

+106.24K

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

662.09K

Mar 31, 26

-8.59K

0.03%

Jacobi Capital Management LLC

658.63K

Mar 31, 26

-56.18K

0.03%

Winthrop Capital Management, LLC

658.46K

Mar 31, 26

-2.26K

0.03%

RED CEDAR INVESTMENT MANAGEMENT, LLC

656.46K

Mar 31, 26

0.03%

NORTHERN TRUST CORP

619.05K

Mar 31, 26

+22.33K

0.02%

Trinity Legacy Partners, LLC

616.99K

Mar 31, 26

+8.56K

0.02%

Focus Financial Network, Inc.

613.36K

Mar 31, 26

-29.23K

0.02%

CWM, LLC

595.05K

Mar 31, 26

-46.43K

0.02%

Wilkins Miller Wealth Management, LLC

594.35K

Mar 31, 26

-11.99K

0.02%

Leisure Capital Management

578.96K

Mar 31, 26

-61.79K

0.02%

MinichMacGregor Wealth Management, LLC

569.96K

Mar 31, 26

+18.74K

0.02%

Leverty Financial Group, LLC

562.51K

Mar 31, 26

+123.97K

0.02%

Redhawk Wealth Advisors, Inc.

561.50K

Mar 31, 26

-42.58K

0.02%

SNS Financial Group, LLC

556.30K

Mar 31, 26

-223.63K

0.02%

Vivaldi Capital Management LP

552.46K

Mar 31, 26

+9.34K

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

552.01K

Mar 31, 26

+23.54K

0.02%

Savvy Advisors, Inc.

551.21K

Mar 31, 26

+32.37K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

546.67K

Mar 31, 26

+24.49K

0.02%

May Barnhard Investments LLC

526.61K

Mar 31, 26

-20.11K

0.02%

Sigma Planning Corp

522.95K

Mar 31, 26

-10.91K

0.02%

Caprock Group, LLC

519.18K

Mar 31, 26

-19.78K

0.02%

CoreCap Advisors, LLC

518.16K

Mar 31, 26

+43.40K

0.02%

CVA Family Office, LLC

511.89K

Mar 31, 26

+5.17K

0.02%

Strategic Equity Management

511.15K

Mar 31, 26

-106.97K

0.02%

ARCADIA INVESTMENT ADVISORS LLC

504.42K

Mar 31, 26

-7.89K

0.02%

Allen Capital Group, LLC

502.05K

Mar 31, 26

-9.46K

0.02%

Vise Technologies, Inc.

501.81K

Mar 31, 26

0.02%

NORTH STAR ASSET MANAGEMENT INC

484.26K

Mar 31, 26

+16.90K

0.02%

Elite Life Management LLC

482.44K

Mar 31, 26

+5.29K

0.02%

Envision Financial LLC

481.59K

Mar 31, 26

-5.81K

0.02%

Equitable Holdings, Inc.

472.23K

Mar 31, 26

-107.11K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

471.09K

Mar 31, 26

+30.38K

0.02%

G2 CAPITAL MANAGEMENT, LLC / OH

467.68K

Mar 31, 26

-764

0.02%

KEYVANTAGE WEALTH, LLC

466.36K

Mar 31, 26

-24.39K

0.02%

American Money Management, LLC

465.05K

Mar 31, 26

+15.52K

0.02%

MML INVESTORS SERVICES, LLC

463.95K

Mar 31, 26

+67.61K

0.02%

SCS Capital Management LLC

460.47K

Mar 31, 26

+39

0.02%

Enclave Advisors LLC

454.70K

Mar 31, 26

+1.42K

0.02%

Morling Financial Advisors, LLC

446.06K

Mar 31, 26

-12.82K

0.02%

IHT Wealth Management, LLC

445.91K

Mar 31, 26

-11.20K

0.02%

HANTZ FINANCIAL SERVICES, INC.

442.73K

Mar 31, 26

+263.05K

0.02%

Brand Asset Management Group, Inc.

440.54K

Mar 31, 26

-4.99K

0.02%

Farrell Financial LLC

432.74K

Mar 31, 26

+339

0.02%

Strategic Family Wealth Counselors, L.L.C.

428.05K

Mar 31, 26

-8.62K

0.02%

Guardian Financial Partners, LLC

424.24K

Mar 31, 26

+12.51K

0.02%

Avidian Wealth Solutions, LLC

423.12K

Mar 31, 26

+913

0.02%

COOPER/HAIMS ADVISORS, LLC

421.76K

Mar 31, 26

-9.24K

0.02%

LongView Wealth Management

418.10K

Mar 31, 26

-5.82K

0.02%

CAP Partners, LLC

417.00K

Mar 31, 26

+23.42K

0.02%

Revolve Wealth Partners, LLC

413.63K

Mar 31, 26

-17.11K

0.02%

Tradewinds Capital Management, LLC

411.23K

Mar 31, 26

-775.34K

0.02%

IEQ CAPITAL, LLC

410.90K

Mar 31, 26

+35.66K

0.02%

United Advisor Group, LLC

409.36K

Mar 31, 26

+22.20K

0.02%

PFG Advisors

408.69K

Mar 31, 26

+27.03K

0.02%

NewEdge Advisors, LLC

406.25K

Mar 31, 26

-40.09K

0.02%

K2 Financial Inc.

405.47K

Mar 31, 26

+24.86K

0.02%

MBA Advisors LLC

405.47K

Mar 31, 26

+6.52K

0.02%

ZRC WEALTH MANAGEMENT, LLC

404.11K

Mar 31, 26

-16.48K

0.02%

NorthRock Partners, LLC

403.16K

Mar 31, 26

-22.78K

0.02%

GRIMES & COMPANY, INC.

391.18K

Mar 31, 26

-100.53K

0.02%

Wealthcare Advisory Partners LLC

388.60K

Mar 31, 26

-7.34K

0.02%

Global Endowment Management, LP

387.94K

Mar 31, 26

+24.06K

0.02%

Grant Street Asset Management, Inc.

384.95K

Mar 31, 26

+10.61K

0.02%

Balance Wealth, LLC

382.25K

Mar 31, 26

-144.44K

0.02%

Apollon Wealth Management, LLC

377.34K

Mar 31, 26

-21.63K

0.02%

R. W. Roge & Company, Inc.

369.99K

Mar 31, 26

-32.41K

0.01%

Farnam Financial LLC

364.89K

Mar 31, 26

-52.65K

0.01%

Lido Advisors, LLC

363.70K

Mar 31, 26

+19.67K

0.01%

Attessa Capital LLC

362.11K

Mar 31, 26

-10.71K

0.01%

Legacy Private Trust Co.

361.26K

Mar 31, 26

+8.74K

0.01%

Asset Dedication, LLC

361.08K

Mar 31, 26

+5.76K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

356.28K

Mar 31, 26

+442

0.01%

RTD Financial Advisors, Inc.

354.27K

Mar 31, 26

-2.86K

0.01%

U.S. Capital Wealth Advisors, LLC

353.26K

Mar 31, 26

-2.27K

0.01%

MISSION WEALTH MANAGEMENT, LP

347.63K

Mar 31, 26

-78.74K

0.01%

Lee Financial Co

344.61K

Mar 31, 26

-10.59K

0.01%

Gradient Investments LLC

342.35K

Mar 31, 26

+31.51K

0.01%

PLANNING ALTERNATIVES LTD /ADV

342.30K

Mar 31, 26

-12.14K

0.01%

AlphaCore Capital LLC

340.28K

Mar 31, 26

-8.84K

0.01%

VSM Wealth Advisory, LLC

338.44K

Mar 31, 26

+2.88K

0.01%

Walkner Condon Financial Advisors LLC

336.09K

Mar 31, 26

+13.60K

0.01%

Consilium Wealth Advisory, LLC

335.21K

Mar 31, 26

-18.91K

0.01%

Element Wealth, LLC

335.08K

Mar 31, 26

+1.29K

0.01%

Advisory Services Network, LLC

333.64K

Mar 31, 26

-18.27K

0.01%

Oakwell Private Wealth Management, LLC

327.26K

Mar 31, 26

-589

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

318.04K

Mar 31, 26

+21.66K

0.01%

Circle Wealth Management, LLC

310.30K

Mar 31, 26

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

305.18K

Mar 31, 26

+624

0.01%

Johnson Financial Group, LLC

303.85K

Mar 31, 26

+52.63K

0.01%

Private Advisor Group, LLC

301.15K

Mar 31, 26

-29.67K

0.01%

Concurrent Investment Advisors, LLC

299.00K

Mar 31, 26

+7.76K

0.01%

MBL Wealth, LLC

298.83K

Mar 31, 26

+9.93K

0.01%

GPM Growth Investors, Inc.

294.80K

Mar 31, 26

+13.59K

0.01%

TUDOR INVESTMENT CORP ET AL

294.75K

Mar 31, 26

+51.27K

0.01%

Nicollet Investment Management, Inc.

292.88K

Mar 31, 26

-654

0.01%

Raine Group LLC

291.78K

Mar 31, 26

+460

0.01%

Financial Synergies Wealth Advisors, Inc.

291.65K

Mar 31, 26

+11.71K

0.01%

AMI INVESTMENT MANAGEMENT INC

289.65K

Mar 31, 26

-7.49K

0.01%

Kestra Advisory Services, LLC

287.40K

Mar 31, 26

+83.44K

0.01%

Arcataur Capital Management LLC

286.90K

Mar 31, 26

+4.16K

0.01%

Red Tortoise LLC

286.63K

Mar 31, 26

+1.70K

0.01%

Bank of New York Mellon Corp

285.84K

Mar 31, 26

-18.89K

0.01%

Cynosure Group, LLC

282.87K

Mar 31, 26

+11.79K

0.01%

Barden Capital Management, Inc.

281.82K

Mar 31, 26

+640

0.01%

Curbstone Financial Management Corp

278.80K

Mar 31, 26

-440

0.01%

SWS Partners

278.44K

Mar 31, 26

-21.12K

0.01%

Ignite Planners, LLC

277.24K

Mar 31, 26

+12.56K

0.01%

Harbor Group, Inc.

277.14K

Mar 31, 26

-6.08K

0.01%

SEGALL BRYANT & HAMILL, LLC

276.55K

Mar 31, 26

0.01%

Tempus Wealth Planning, LLC

276.48K

Mar 31, 26

+5.09K

0.01%

SENTINEL PENSION ADVISORS INC

275.05K

Mar 31, 26

+13.78K

0.01%

ARBOR TRUST WEALTH ADVISORS, LLC

274.07K

Mar 31, 26

-830

0.01%

Rosenberg Matthew Hamilton

273.02K

Mar 31, 26

-5.46K

0.01%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

270.92K

Mar 31, 26

+1.72K

0.01%

TWO SIGMA INVESTMENTS, LP

270.34K

Mar 31, 26

+254.80K

0.01%

CAHILL FINANCIAL ADVISORS INC

269.48K

Mar 31, 26

-31.32K

0.01%

AE Wealth Management LLC

269.34K

Mar 31, 26

+1.41K

0.01%

Triangle Securities Wealth Management

268.64K

Mar 31, 26

+9.78K

0.01%

CASTLE WEALTH MANAGEMENT LLC

263.45K

Mar 31, 26

-901

0.01%

Gradient Capital Advisors, LLC

261.17K

Mar 31, 26

-4.69K

0.01%

VAN STRUM & TOWNE INC.

260.83K

Mar 31, 26

+17.86K

0.01%

Van Cleef Asset Management,Inc

260.72K

Mar 31, 26

+15.31K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

259.68K

Mar 31, 26

-298

0.01%

SFMG, LLC

259.56K

Mar 31, 26

+1.21K

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

257.99K

Mar 31, 26

-12.21K

0.01%

NATIXIS ADVISORS, L.P.

257.25K

Mar 31, 26

+26.49K

0.01%

Santori & Peters, Inc.

256.58K

Mar 31, 26

+31.91K

0.01%

Madden Advisory Services, Inc.

255.57K

Mar 31, 26

-10.21K

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

250.52K

Mar 31, 26

-11.59K

0.01%

Sage Mountain Advisors LLC

249.84K

Mar 31, 26

0.01%

Western Wealth Management, LLC

249.04K

Mar 31, 26

+126.09K

0.01%

KLINGENSTEIN FIELDS & CO LP

248.99K

Mar 31, 26

-370

0.01%

Krilogy Financial LLC

247.92K

Mar 31, 26

+520

0.01%

FLOYD FINANCIAL GROUP LLC

247.69K

Mar 31, 26

-389

0.01%

WealthPlan Investment Management, LLC

246.19K

Mar 31, 26

+1.42K

0.01%

HRT FINANCIAL LP

245.48K

Mar 31, 26

+245.48K

0.01%

Somerset Group LLC

244.91K

Mar 31, 26

+2.80K

0.01%

Mission Creek Capital Partners, Inc.

243.01K

Mar 31, 26

+160.89K

0.01%

LEGACY FINANCIAL GROUP, INC.

241.33K

Mar 31, 26

-4.37K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

240.35K

Mar 31, 26

-17.65K

0.01%

Blueprint Investment Partners LLC

238.32K

Mar 31, 26

-110.10K

0.01%

Mutual Advisors, LLC

237.83K

Mar 31, 26

-904

0.01%

BLAIR WILLIAM & CO/IL

236.81K

Mar 31, 26

-422

0.01%

Foundations Investment Advisors, LLC

228.53K

Mar 31, 26

-204.83K

0.01%

Windsor Advisory Group, LLC

225.20K

Mar 31, 26

+225.20K

0.01%

Cornerstone Wealth Advisors, Inc.

224.94K

Mar 31, 26

-6.57K

0.01%

Sentinus, LLC

221.26K

Mar 31, 26

-15.14K

0.01%

CITIGROUP INC

220.76K

Mar 31, 26

-23.69K

0.01%

True North Advisors, LLC

220.34K

Mar 31, 26

+220.34K

0.01%

Eagle Capital Management, LLC

219.37K

Mar 31, 26

-2.22K

0.01%

Wright Fund Management, LLC

216.95K

Mar 31, 26

+89.33K

0.01%

EXCHANGE TRADED CONCEPTS, LLC

216.95K

Mar 31, 26

+89.30K

0.01%

Valmark Advisers, Inc.

216.52K

Mar 31, 26

-667

0.01%

YHB Investment Advisors, Inc.

215.51K

Mar 31, 26

+18.04K

0.01%

BAILARD, INC.

213.76K

Mar 31, 26

-1.59K

0.01%

Thrive Wealth Management, LLC

207.64K

Mar 31, 26

+710

0.01%

Mengis Capital Management, Inc.

207.32K

Mar 31, 26

+3.36K

0.01%

Pathstone Holdings, LLC

204.41K

Mar 31, 26

+1.69K

0.01%

Vanguard Personalized Indexing Management, LLC

200.70K

Mar 31, 26

-17.79K

0.01%

NFP Retirement, Inc.

199.96K

Mar 31, 26

-24.36K

0.01%

COMMERCE BANK

199.24K

Mar 31, 26

+61.89K

0.01%

Omega Financial Group, LLC

198.29K

Mar 31, 26

-14.36K

0.01%

Montis Financial, LLC

196.85K

Mar 31, 26

-11.33K

0.01%

SAWGRASS ASSET MANAGEMENT LLC

195.69K

Mar 31, 26

-849.28K

0.01%

Ausdal Financial Partners, Inc.

195.00K

Mar 31, 26

-12.80K

0.01%

ASPIRIANT, LLC

194.38K

Mar 31, 26

-33.02K

0.01%

Elmwood Wealth Management, Inc.

194.11K

Mar 31, 26

+19.62K

0.01%

TD PRIVATE CLIENT WEALTH LLC

193.59K

Mar 31, 26

+6.83K

0.01%

Sowell Financial Services LLC

192.10K

Mar 31, 26

+1.05K

0.01%

Ring Mountain Capital, LLC

191.64K

Mar 31, 26

-489

0.01%

DAVIDSON TRUST CO

189.03K

Mar 31, 26

+103.43K

0.01%

BANK OF MONTREAL /CAN/

188.92K

Mar 31, 26

-7.74K

0.01%

ASSET PLANNING SERVICES INC /LA/ /ADV

186.50K

Mar 31, 26

+2.60K

0.01%

CATHY PARETO & ASSOCIATES, INC

186.49K

Mar 31, 26

+14.54K

0.01%

Stratos Wealth Partners, LTD.

185.81K

Mar 31, 26

-6.90K

0.01%

Vista Private Wealth Partners. LLC

184.94K

Mar 31, 26

-9.78K

0.01%

MUIRFIELD WEALTH ADVISORS LLC

179.34K

Mar 31, 26

-1.16K

0.01%

Atria Investments, Inc

179.31K

Mar 31, 26

+1.18K

0.01%

Tenret Co LLC

177.99K

Mar 31, 26

-7.36K

0.01%

Bigelow Investment Advisors, LLC

176.92K

Mar 31, 26

-15.39K

0.01%

Code Waechter LLC

176.16K

Mar 31, 26

-337

0.01%

Winthrop Advisory Group LLC

173.75K

Mar 31, 26

-5.44K

0.01%

Janney Montgomery Scott LLC

170.75K

Mar 31, 26

+30.03K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

169.59K

Mar 31, 26

-17.77K

0.01%

HANSEATIC MANAGEMENT SERVICES INC

169.32K

Mar 31, 26

+169.32K

0.01%

Peak Financial Management, Inc.

169.08K

Mar 31, 26

-4.72K

0.01%

Asset Management Group, Inc.

168.53K

Mar 31, 26

-490

0.01%

Creekside Partners

167.97K

Mar 31, 26

-2.41K

0.01%

Waterloo Capital, L.P.

167.46K

Mar 31, 26

-9.32K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

166.62K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

166.02K

Mar 31, 26

+58.31K

0.01%

FIRST FOUNDATION ADVISORS

164.56K

Mar 31, 26

0.01%

Armbruster Capital Management, Inc.

163.98K

Mar 31, 26

+29.10K

0.01%

GODSEY & GIBB, INC

163.79K

Mar 31, 26

+13.10K

0.01%

RMR Wealth Builders

163.77K

Mar 31, 26

-1.24K

0.01%

Ironwood Wealth Management, LLC.

163.51K

Mar 31, 26

-5.93K

0.01%

CHAPMAN FINANCIAL GROUP, LLC

161.74K

Mar 31, 26

-3.15K

0.01%

Seros Financial, LLC

161.62K

Mar 31, 26

+35.60K

0.01%

MeadowBrook Investment Advisors LLC

161.30K

Mar 31, 26

+3.77K

0.01%

Sand Hill Global Advisors, LLC

160.38K

Mar 31, 26

-9.24K

0.01%

Missouri Trust & Investment Co

160.37K

Mar 31, 26

-23.01K

0.01%

Summit Financial Strategies, Inc.

158.49K

Mar 31, 26

+276

0.01%

Values Added Financial LLC

158.32K

Mar 31, 26

+605

0.01%

PARK AVENUE SECURITIES LLC

157.33K

Mar 31, 26

-3.34K

0.01%

Adviser Investments LLC

156.67K

Mar 31, 26

-5.74K

0.01%

Paulson Wealth Management Inc.

156.48K

Mar 31, 26

-198

0.01%

SHELTON WEALTH MANAGEMENT, LLC

156.39K

Mar 31, 26

-7.07K

0.01%

Brookstone Capital Management

156.18K

Mar 31, 26

+47.24K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

156.03K

Mar 31, 26

+156.03K

0.01%

Berkeley, Inc

154.77K

Mar 31, 26

-7.45K

0.01%

Fort Vancouver Investment Management, LLC

153.81K

Mar 31, 26

-9.53K

0.01%

Summit Place Financial Advisors, LLC

153.53K

Mar 31, 26

-250

0.01%

Carr Financial Group Corp

153.01K

Mar 31, 26

-17.87K

0.01%

PITTENGER & ANDERSON INC

151.68K

Mar 31, 26

+6.85K

0.01%

NewEdge Wealth, LLC

150.84K

Mar 31, 26

-555

0.01%

Benson Investment Management Company, Inc.

150.80K

Mar 31, 26

+150.80K

0.01%

NAPLES GLOBAL ADVISORS, LLC

150.79K

Mar 31, 26

-7.14K

0.01%

Procyon Advisors, LLC

150.74K

Mar 31, 26

-3.70K

0.01%

Meridian Wealth Management, LLC

150.65K

Mar 31, 26

-1.52K

0.01%

Peachtree Investment Partners, LLC

149.71K

Mar 31, 26

-229.01K

0.01%

Maia Wealth LLC

149.39K

Mar 31, 26

-1.60K

0.01%

Parallel Advisors, LLC

148.07K

Mar 31, 26

-10.71K

0.01%

ETF Store, Inc.

147.17K

Mar 31, 26

+1.15K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

146.82K

Mar 31, 26

+5.10K

0.01%

Beaumont Financial Advisors, LLC

145.17K

Mar 31, 26

-176

0.01%

Milestone Asset Management Group, LLC

143.31K

Mar 31, 26

+2.04K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

142.87K

Mar 31, 26

-1.88K

0.01%

ADVISORS MANAGEMENT GROUP INC /ADV

142.12K

Mar 31, 26

+1.61K

0.01%

Hutchens & Kramer Investment Management Group, LLC

142.05K

Mar 31, 26

-13.65K

0.01%

Poehling Capital Management, INC.

141.71K

Mar 31, 26

-10.00K

0.01%

Larson Financial Group LLC

140.91K

Mar 31, 26

+38.42K

0.01%

Paradigm Financial Partners, LLC

137.92K

Mar 31, 26

-167.03K

0.01%

Sharkey, Howes & Javer

137.75K

Mar 31, 26

-4.74K

0.01%

Phil A. Younker & Associates, Ltd.

136.75K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

135.27K

Mar 31, 26

+3.00K

0.01%

Dakota Wealth Management

135.15K

Mar 31, 26

-179.87K

0.01%

Wealth Group Ltd

135.08K

Mar 31, 26

+3.41K

0.01%

Elser Financial Planning, Inc

134.14K

Mar 31, 26

-1.33K

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

134.05K

Mar 31, 26

+6.33K

0.01%

Hurlow Wealth Management Group, Inc.

132.72K

Mar 31, 26

-675

0.01%

PENOBSCOT WEALTH MANAGEMENT

131.52K

Mar 31, 26

-2.94K

0.01%

1900 WEALTH MANAGEMENT LLC

130.99K

Mar 31, 26

+272

0.01%

BRADLEY FOSTER & SARGENT INC/CT

128.82K

Mar 31, 26

-47.61K

0.01%

Wedmont Private Capital

128.70K

Mar 31, 26

+84

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

128.10K

Mar 31, 26

-5.93K

0.01%

LAZARD ASSET MANAGEMENT LLC

126.94K

Mar 31, 26

0.01%

Flower City Capital

125.91K

Mar 31, 26

-930

0.01%

Pinion Investment Advisors, LLC

125.15K

Mar 31, 26

-8.19K

0.01%

GW HENSSLER & ASSOCIATES LTD

124.39K

Mar 31, 26

+158

0.01%

Broadview Financial Management, LLC

124.35K

Mar 31, 26

-1.34K

0.01%

AdvisorNet Financial, Inc

123.91K

Mar 31, 26

+24.05K

0.00%

Simplicity Wealth,LLC

123.91K

Mar 31, 26

-103.39K

0.00%

FAGAN ASSOCIATES, INC.

123.73K

Mar 31, 26

-3.11K

0.00%

Roundview Capital LLC

122.93K

Mar 31, 26

-2.62K

0.00%

WHITTIER TRUST CO OF NEVADA INC

121.93K

Mar 31, 26

+2.54K

0.00%

C M BIDWELL & ASSOCIATES LTD

121.50K

Mar 31, 26

+8.15K

0.00%

Seneca Financial Advisors LLC

121.25K

Mar 31, 26

+408

0.00%

CONDOR CAPITAL MANAGEMENT

120.34K

Mar 31, 26

-11.92K

0.00%

Nicholas Hoffman & Company, LLC.

119.71K

Mar 31, 26

+532

0.00%

SIGMA INVESTMENT COUNSELORS INC

119.57K

Mar 31, 26

-80.97K

0.00%

Game Plan Financial Advisors, LLC

118.68K

Mar 31, 26

-82.27K

0.00%

CAPITAL ADVISORS INC/OK

118.21K

Mar 31, 26

-4.49K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

116.18K

Mar 31, 26

+4.69K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

114.66K

Mar 31, 26

+30.07K

0.00%

Capital Investment Advisors, LLC

114.13K

Mar 31, 26

+19.05K

0.00%

Next Capital Management LLC

114.11K

Mar 31, 26

+458

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

114.01K

Mar 31, 26

+114.01K

0.00%

Valeo Financial Advisors, LLC

113.72K

Mar 31, 26

-55.63K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

113.69K

Mar 31, 26

+45.86K

0.00%

Hurley Capital, LLC

113.38K

Mar 31, 26

-1.77K

0.00%

Apella Capital, LLC

112.68K

Mar 31, 26

+5.75K

0.00%

CLEAR INVESTMENT RESEARCH, LLC

112.66K

Mar 31, 26

0.00%

Kathmere Capital Management, LLC

111.91K

Mar 31, 26

-2.17K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

111.89K

Mar 31, 26

+325

0.00%

PINNACLE ASSOCIATES LTD

111.35K

Mar 31, 26

-3.50K

0.00%

Cooper Financial Group

110.95K

Mar 31, 26

+15.91K

0.00%

WEDGEWOOD INVESTORS INC /PA/

109.94K

Mar 31, 26

+17.74K

0.00%

Midwest Trust Co

109.00K

Mar 31, 26

-3.40K

0.00%

Integrated Advisors Network LLC

108.69K

Mar 31, 26

-64.51K

0.00%

WealthShield Partners, LLC

107.97K

Mar 31, 26

-2.06K

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

107.36K

Mar 31, 26

+9.24K

0.00%

Virtue Capital Management, LLC

106.52K

Mar 31, 26

+47.63K

0.00%

Front Row Advisors LLC

105.63K

Mar 31, 26

0.00%

Westmount Partners, LLC

105.34K

Mar 31, 26

0.00%

Zhang Financial LLC

103.73K

Mar 31, 26

-2.15K

0.00%

Buckingham Strategic Partners

102.82K

Mar 31, 26

+47.02K

0.00%

SIGNATUREFD, LLC

102.62K

Mar 31, 26

+5.94K

0.00%

Vermillion Wealth Management, Inc.

102.58K

Mar 31, 26

+3.08K

0.00%

LOWERY THOMAS, LLC

101.65K

Mar 31, 26

+4.09K

0.00%

Joseph P. Lucia & Associates, LLC

100.57K

Mar 31, 26

-1.53K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

99.91K

Mar 31, 26

-10.27K

0.00%

EWA, LLC

99.79K

Mar 31, 26

-29.66K

0.00%

Tower Research Capital LLC (TRC)

99.46K

Mar 31, 26

+57.21K

0.00%

S.E.E.D. Planning Group LLC

98.10K

Mar 31, 26

+7.87K

0.00%

Compass Financial Group, INC/SD

98.00K

Mar 31, 26

-4.43K

0.00%

Mayfair Advisory Group, LLC

97.77K

Mar 31, 26

-717

0.00%

Financial Engines Advisors L.L.C.

97.31K

Mar 31, 26

-84.59K

0.00%

Independent Advisor Alliance

96.26K

Mar 31, 26

+58.31K

0.00%

Phocas Financial Corp.

95.99K

Mar 31, 26

-5.13K

0.00%

ZACKS INVESTMENT MANAGEMENT

95.83K

Mar 31, 26

-21.38K

0.00%

Harbor Asset Planning, Inc.

95.54K

Mar 31, 26

-10

0.00%

Lynx Investment Advisory

95.32K

Mar 31, 26

+49.10K

0.00%

HOLDERNESS INVESTMENTS CO

95.06K

Mar 31, 26

+1.09K

0.00%

BOK Financial Private Wealth, Inc.

94.91K

Mar 31, 26

-6.04K

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

94.58K

Mar 31, 26

+11.59K

0.00%

BROWN BROTHERS HARRIMAN & CO

94.52K

Mar 31, 26

+775

0.00%

SouthState Corp

93.74K

Mar 31, 26

-2.79K

0.00%

NOTTINGHAM ADVISORS, INC.

93.59K

Mar 31, 26

-2.72K

0.00%

Callan Family Office, LLC

93.00K

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

92.09K

Mar 31, 26

+567

0.00%

Successful Portfolios LLC

91.99K

Mar 31, 26

+2.64K

0.00%

Rialto Wealth Management, LLC

90.72K

Mar 31, 26

-2.31K

0.00%

VERITY Wealth Advisors

90.16K

Mar 31, 26

-40.45K

0.00%

CCG WEALTH MANAGEMENT, LLC

89.94K

Mar 31, 26

-8.28K

0.00%

Capital Advantage, Inc.

89.83K

Mar 31, 26

-232

0.00%

Plancorp, LLC

89.43K

Mar 31, 26

-4.41K

0.00%

RIA Advisory Group LLC

88.61K

Mar 31, 26

-1.03K

0.00%

Relyea Zuckerberg Hanson LLC

88.56K

Mar 31, 26

0.00%

SIMON QUICK ADVISORS, LLC

88.52K

Mar 31, 26

+12.07K

0.00%

American Financial Advisors, LLC

87.47K

Mar 31, 26

+9.18K

0.00%

Stockman Wealth Management, Inc.

87.45K

Mar 31, 26

+625

0.00%

MITCHELL CAPITAL MANAGEMENT CO

87.30K

Mar 31, 26

-3.55K

0.00%

Investor's Fiduciary Advisor Network, LLC

86.63K

Mar 31, 26

-5.02K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

85.76K

Mar 31, 26

+8.61K

0.00%

Aspen Investment Management Inc

85.74K

Mar 31, 26

+7.24K

0.00%

RENAISSANCE TECHNOLOGIES LLC

85.30K

Mar 31, 26

-300.60K

0.00%

American Investment Services, Inc.

85.13K

Mar 31, 26

-453

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

85.12K

Mar 31, 26

+430

0.00%

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

85.10K

Mar 31, 26

+131

0.00%

Verum Partners LLC

85.04K

Mar 31, 26

+115

0.00%

Bull Oak Capital, LLC

84.68K

Mar 31, 26

+168

0.00%

FIFTH THIRD BANCORP

84.55K

Mar 31, 26

+19.88K

0.00%

Stordahl Capital Management, Inc.

84.34K

Mar 31, 26

-2.21K

0.00%

CABOT WEALTH MANAGEMENT INC

84.15K

Mar 31, 26

-8.45K

0.00%

Foster Group, Inc.

84.08K

Mar 31, 26

+10.69K

0.00%

OPPENHEIMER & CO INC

83.32K

Mar 31, 26

-3.53K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

82.88K

Mar 31, 26

+4.76K

0.00%

PETTYJOHN, WOOD & WHITE, INC

81.74K

Mar 31, 26

0.00%

Aspiring Ventures, LLC

81.26K

Mar 31, 26

-4.99K

0.00%

Plotkin Financial Advisors, LLC

81.10K

Mar 31, 26

+1.64K

0.00%

Wynn Capital, LLC

81.02K

Mar 31, 26

0.00%

Riverpoint Wealth Management Holdings, LLC

79.82K

Mar 31, 26

+26

0.00%

OUTFITTER FINANCIAL LLC

79.77K

Mar 31, 26

-4.88K

0.00%

Cross Staff Investments Inc

79.69K

Mar 31, 26

+3.16K

0.00%

Moisand Fitzgerald Tamayo, LLC

79.38K

Mar 31, 26

-1.23K

0.00%

Econ Financial Services Corp

79.14K

Mar 31, 26

+38.42K

0.00%

Clear Point Advisors Inc.

78.69K

Mar 31, 26

-897

0.00%

PRINCIPAL SECURITIES, INC.

78.53K

Mar 31, 26

-815

0.00%

Elgethun Capital Management

78.27K

Mar 31, 26

-197

0.00%

TWO SIGMA SECURITIES, LLC

78.11K

Mar 31, 26

+78.11K

0.00%

Bouchey Financial Group Ltd

77.97K

Mar 31, 26

+605

0.00%

Shearwater Capital LLC

77.33K

Mar 31, 26

+77.33K

0.00%

FIFTH THIRD SECURITIES, INC.

77.22K

Mar 31, 26

+10.75K

0.00%

FAS Wealth Partners, Inc.

76.85K

Mar 31, 26

-8.43K

0.00%

Fidelis Capital Partners, LLC

76.69K

Mar 31, 26

+17.75K

0.00%

Wiser Advisor Group LLC

76.64K

Mar 31, 26

-791

0.00%

Main Street Group, LTD

76.61K

Mar 31, 26

-109

0.00%

Alpha Omega Wealth Management LLC

75.06K

Mar 31, 26

-4.65K

0.00%

PACES FERRY WEALTH ADVISORS, LLC

74.99K

Mar 31, 26

-150

0.00%

Freestone Capital Holdings, LLC

74.98K

Mar 31, 26

+5.30K

0.00%

BROWN ADVISORY INC

74.65K

Mar 31, 26

+582

0.00%

Everhart Financial Group, Inc.

74.15K

Mar 31, 26

+1.26K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

73.86K

Mar 31, 26

-88

0.00%

SRS Capital Advisors, Inc.

73.85K

Mar 31, 26

+43.46K

0.00%

ALESCO ADVISORS LLC

73.57K

Mar 31, 26

-208

0.00%

Jefferies Financial Group Inc.

73.44K

Mar 31, 26

+13.16K

0.00%

SAX WEALTH ADVISORS, LLC

72.79K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

72.60K

Mar 31, 26

+174

0.00%

MADDEN SECURITIES Corp

72.27K

Mar 31, 26

+824

0.00%

Cherry Tree Wealth Management, LLC

72.17K

Mar 31, 26

+10.10K

0.00%

CUTLER INVESTMENT COUNSEL LLC

72.03K

Mar 31, 26

+11

0.00%

Heartwood Wealth Advisors LLC

70.53K

Mar 31, 26

+2.91K

0.00%

Cartesian Growth Corp

70.34K

Mar 31, 26

+191

0.00%

Compass Ion Advisors, LLC

70.18K

Mar 31, 26

+66

0.00%

LBMC INVESTMENT ADVISORS, LLC

70.09K

Mar 31, 26

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

69.17K

Mar 31, 26

+31

0.00%

Per Stirling Capital Management, LLC.

69.01K

Mar 31, 26

-561

0.00%

Evanson Asset Management, LLC

69.01K

Mar 31, 26

+348

0.00%

EVOKE WEALTH, LLC

68.84K

Mar 31, 26

-16.43K

0.00%

AMG National Trust Bank

68.73K

Mar 31, 26

+58

0.00%

Victrix Investment Advisors

68.63K

Mar 31, 26

-7.57K

0.00%

Pinnacle Family Advisors, LLC

67.96K

Mar 31, 26

-7.19K

0.00%

TCG Advisory Services, LLC

67.69K

Mar 31, 26

-3.37K

0.00%

Warwick Investment Management, Inc.

67.67K

Mar 31, 26

0.00%

Worth Asset Management, LLC

67.05K

Mar 31, 26

-15.32K

0.00%

Vision Capital Management, Inc.

66.61K

Mar 31, 26

-30

0.00%

BIRCHBROOK, INC.

66.56K

Mar 31, 26

-175.07K

0.00%

Stone Point Wealth LLC

66.49K

Mar 31, 26

+11.97K

0.00%

Arkadios Wealth Advisors

66.18K

Mar 31, 26

+26.59K

0.00%

Avant Capital LLC

66.02K

Mar 31, 26

-2.41K

0.00%

Facet Wealth, Inc.

65.44K

Mar 31, 26

+12.67K

0.00%

Abacus Planning Group, Inc.

64.99K

Mar 31, 26

-1.18K

0.00%

CX Institutional

64.99K

Mar 31, 26

+270

0.00%

CHATHAM CAPITAL GROUP, INC.

64.72K

Mar 31, 26

0.00%

Seneca House Advisors

64.56K

Mar 31, 26

-1.15K

0.00%

Burk Holdings LLC

64.56K

Mar 31, 26

+745

0.00%

RHS Financial, LLC

64.28K

Mar 31, 26

-18.75K

0.00%

Northwest Bancshares, Inc.

64.05K

Mar 31, 26

0.00%

Human Investing LLC

63.83K

Mar 31, 26

+1.06K

0.00%

Kingsview Wealth Management, LLC

63.72K

Mar 31, 26

+6.58K

0.00%

Capital Advisors, Ltd. LLC

63.57K

Mar 31, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

63.25K

Mar 31, 26

-2.94K

0.00%

Clear Creek Financial Management, LLC

63.12K

Mar 31, 26

+7.32K

0.00%

Smartleaf Asset Management LLC

62.80K

Mar 31, 26

+9.12K

0.00%

Passive Capital Management, LLC.

62.33K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

62.27K

Mar 31, 26

+417

0.00%

EverSource Wealth Advisors, LLC

62.24K

Mar 31, 26

-3.89K

0.00%

CARRET ASSET MANAGEMENT, LLC

61.75K

Mar 31, 26

-7

0.00%

Retirement Planning Group

61.56K

Mar 31, 26

+17.93K

0.00%

Family Management Corp

61.29K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

61.28K

Mar 31, 26

+37.62K

0.00%

James J. Burns & Company, LLC

60.73K

Mar 31, 26

-297

0.00%

Ironwood Financial, llc

60.57K

Mar 31, 26

-977

0.00%

TRITONPOINT WEALTH, LLC

60.47K

Mar 31, 26

-525

0.00%

Brucke Financial, Inc.

60.40K

Mar 31, 26

-54.33K

0.00%

Capital Management Associates, Inc

60.14K

Mar 31, 26

+49

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

60.10K

Mar 31, 26

-650

0.00%

SeaCrest Wealth Management, LLC

59.93K

Mar 31, 26

-347

0.00%

Miracle Mile Advisors, LLC

59.88K

Mar 31, 26

+24.84K

0.00%

FIRST MANHATTAN CO. LLC.

59.59K

Mar 31, 26

+36.60K

0.00%

WESTBOURNE INVESTMENTS, INC.

59.56K

Mar 31, 26

-1.10K

0.00%

Weaver Capital Management LLC

59.20K

Mar 31, 26

-3.23K

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

59.11K

Mar 31, 26

+9.19K

0.00%

Balboa Wealth Partners

58.93K

Mar 31, 26

+10.48K

0.00%

Aull & Monroe Investment Management Corp

58.87K

Mar 31, 26

+621

0.00%

Heritage Trust Co

58.49K

Mar 31, 26

0.00%

Bryn Mawr Capital Management, LLC

58.35K

Mar 31, 26

-310

0.00%

Baird Financial Group, Inc.

57.97K

Mar 31, 26

+8.44K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

57.84K

Mar 31, 26

-21.03K

0.00%

Badgley Phelps Wealth Managers, LLC

57.81K

Mar 31, 26

-248

0.00%

Trust Point Inc.

57.41K

Mar 31, 26

0.00%

Ifrah Financial Services, Inc.

57.01K

Mar 31, 26

-743

0.00%

AssuredPartners Investment Advisors, LLC

56.64K

Mar 31, 26

+209

0.00%

Pinnacle Wealth Planning Services, Inc.

56.62K

Mar 31, 26

0.00%

Fortitude Advisory Group L.L.C.

56.39K

Mar 31, 26

+84

0.00%

KLCM Advisors, Inc.

56.26K

Mar 31, 26

+2.15K

0.00%

KCM INVESTMENT ADVISORS LLC

56.24K

Mar 31, 26

+738

0.00%

Leading Edge Financial Planning LLC

56.00K

Mar 31, 26

+16.20K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

55.94K

Mar 31, 26

+6.74K

0.00%

Evolution Advisers, Inc.

55.77K

Mar 31, 26

-3.13K

0.00%

TILIA FIDUCIARY PARTNERS, INC.

54.98K

Mar 31, 26

-569

0.00%

Capital Analysts, LLC

54.71K

Mar 31, 26

+2.96K

0.00%

Revisor Wealth Management LLC

54.69K

Mar 31, 26

+377

0.00%

GenWealth Group, Inc.

54.66K

Mar 31, 26

-680

0.00%

Texas Yale Capital Corp.

54.64K

Mar 31, 26

-77

0.00%

Vanguard Capital Wealth Advisors

54.42K

Mar 31, 26

+2.28K

0.00%

Atomi Financial Group, Inc.

54.26K

Mar 31, 26

+3.34K

0.00%

CWC Advisors, LLC.

53.68K

Mar 31, 26

-6.95K

0.00%

Breakwater Investment Management

53.63K

Mar 31, 26

-2.26K

0.00%

GLENMEDE TRUST CO NA

52.74K

Mar 31, 26

-4.44K

0.00%

Veery Capital, LLC

51.08K

Mar 31, 26

+883

0.00%

Aprio Wealth Management, LLC

50.97K

Mar 31, 26

+40.41K

0.00%

VANGUARD ADVISERS INC

50.77K

Mar 31, 26

+50.77K

0.00%

Clarity Capital Advisors, LLC

50.21K

Mar 31, 26

+146

0.00%

BFSG, LLC

50.00K

Mar 31, 26

+968

0.00%

Vernal Point Advisors, LLC

49.81K

Mar 31, 26

0.00%

Empower Advisory Group, LLC

49.73K

Mar 31, 26

-12.45K

0.00%

Clayton Financial Group LLC

49.69K

Mar 31, 26

+107

0.00%

Ariadne Wealth Management, LP

49.48K

Mar 31, 26

0.00%

Root Financial Partners, LLC

49.32K

Mar 31, 26

+11.08K

0.00%

SEEDS INVESTOR LLC

48.59K

Mar 31, 26

+48.59K

0.00%

Ritter Daniher Financial Advisory LLC / DE

48.48K

Mar 31, 26

+1.17K

0.00%

LINCOLN CAPITAL CORP

48.48K

Mar 31, 26

0.00%

Fort Point Capital Partners LLC

48.31K

Mar 31, 26

0.00%

Hardin Capital Partners, LLC

48.18K

Mar 31, 26

+5.74K

0.00%

Colorado Capital Management, Inc.

48.11K

Mar 31, 26

+130

0.00%

CWA Asset Management Group, LLC

48.06K

Mar 31, 26

+28.58K

0.00%

LATHROP INVESTMENT MANAGEMENT CORP

47.99K

Mar 31, 26

-591

0.00%

Pflug Koory, LLC

47.80K

Mar 31, 26

+11.24K

0.00%

Cambridge Advisors Inc.

47.02K

Mar 31, 26

+936

0.00%

WASHINGTON TRUST Co

46.81K

Mar 31, 26

+46.81K

0.00%

Diversified Trust Co

46.76K

Mar 31, 26

-27

0.00%

Crewe Advisors LLC

45.89K

Mar 31, 26

+480

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

45.73K

Mar 31, 26

+37.33K

0.00%

COZAD ASSET MANAGEMENT INC

45.64K

Mar 31, 26

0.00%

Alley Investment Management Company, LLC

45.47K

Mar 31, 26

-2.89K

0.00%

Michels Family Financial, LLC

45.20K

Mar 31, 26

+124

0.00%

FSM Wealth Advisors, LLC

45.17K

Mar 31, 26

+379

0.00%

Serenus Wealth Advisors, LLC

45.17K

Mar 31, 26

0.00%

MONECO Advisors, LLC

44.95K

Mar 31, 26

-7.46K

0.00%

Russell Investments Group, Ltd.

44.95K

Mar 31, 26

-20.42K

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

44.83K

Mar 31, 26

-76.47K

0.00%

Kondo Wealth Advisors, Inc.

44.75K

Mar 31, 26

0.00%

Golden State Equity Partners

44.68K

Mar 31, 26

+44.68K

0.00%

HHM Wealth Advisors, LLC

44.58K

Mar 31, 26

0.00%

Park Capital Management, LLC / WI

44.57K

Mar 31, 26

+1.22K

0.00%

Ulland Investment Advisors, LLC

44.48K

Mar 31, 26

-960

0.00%

BEAM WEALTH ADVISORS, INC.

44.41K

Mar 31, 26

+4.96K

0.00%

Aurora Private Wealth, Inc.

43.99K

Mar 31, 26

0.00%

Everstar Asset Management, LLC

43.95K

Mar 31, 26

-114

0.00%

Orcam Financial Group

43.95K

Mar 31, 26

+2.22K

0.00%

Avantax Planning Partners, Inc.

43.82K

Mar 31, 26

+1.11K

0.00%

Blackhawk Capital Partners LLC.

43.47K

Mar 31, 26

-502.51K

0.00%

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC

43.43K

Mar 31, 26

+75

0.00%

Clarity Wealth Advisors, LLC

43.15K

Mar 31, 26

-1.46K

0.00%

Schoolcraft Capital LLC

43.06K

Mar 31, 26

-128

0.00%

Compass Advisory Group LLC

42.97K

Mar 31, 26

+213

0.00%

Neuberger Berman Group LLC

41.61K

Mar 31, 26

0.00%

FORVIS Wealth Advisors, LLC

41.36K

Mar 31, 26

+8.79K

0.00%

Sovran Advisors, LLC

41.32K

Mar 31, 26

+4.77K

0.00%

Garde Capital, Inc.

40.99K

Mar 31, 26

-32.72K

0.00%

Baer Investment Advisory LLC

40.99K

Mar 31, 26

+40.99K

0.00%

VICTORY FINANCIAL GROUP, LLC

40.99K

Mar 31, 26

+895

0.00%

Cassaday & Co Wealth Management LLC

40.97K

Mar 31, 26

-2.19K

0.00%

Noble Family Wealth, LLC

40.79K

Mar 31, 26

-117

0.00%

RFG Advisory, LLC

40.67K

Mar 31, 26

+22.81K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

40.62K

Mar 31, 26

+17.55K

0.00%

Firestone Capital Management

40.47K

Mar 31, 26

+4.88K

0.00%

HUNTINGTON NATIONAL BANK

40.37K

Mar 31, 26

-5.55K

0.00%

Twele Capital Management, Inc.

40.12K

Mar 31, 26

+46

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

40.10K

Mar 31, 26

-243

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

40.06K

Mar 31, 26

+7.33K

0.00%

Stewardship Advisors, LLC

39.95K

Mar 31, 26

+2.52K

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

39.70K

Mar 31, 26

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

39.67K

Mar 31, 26

0.00%

Robertson Stephens Wealth Management, LLC

39.42K

Mar 31, 26

-686

0.00%

DAYMARK WEALTH PARTNERS, LLC

38.94K

Mar 31, 26

+2.10K

0.00%

B. Riley Wealth Advisors, Inc.

38.93K

Mar 31, 26

-52.37K

0.00%

CURA WEALTH ADVISORS, LLC

38.71K

Mar 31, 26

-40

0.00%

FARMERS TRUST CO

38.62K

Mar 31, 26

0.00%

CURIO WEALTH, LLC

38.32K

Mar 31, 26

0.00%

Accurate Wealth Management, LLC

38.17K

Mar 31, 26

+12.10K

0.00%

Evensky & Katz LLC

37.60K

Mar 31, 26

+30

0.00%

Mirador Capital Partners LP

37.33K

Mar 31, 26

+1.42K

0.00%

Clark Capital Management Group, Inc.

37.28K

Mar 31, 26

0.00%

Keystone Wealth Services, LLC

37.26K

Mar 31, 26

+44

0.00%

RITHOLTZ WEALTH MANAGEMENT

37.26K

Mar 31, 26

+2.99K

0.00%

NOVARE CAPITAL MANAGEMENT LLC

37.14K

Mar 31, 26

+2.30K

0.00%

Plante Moran Financial Advisors, LLC

36.92K

Mar 31, 26

0.00%

Joule Financial, LLC

36.83K

Mar 31, 26

-5.55K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

36.69K

Mar 31, 26

-12.68K

0.00%

MITCHELL SINKLER & STARR/PA

36.57K

Mar 31, 26

+1.20K

0.00%

Alternative Investment Advisors, LLC.

36.53K

Mar 31, 26

-2.77K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

36.30K

Mar 31, 26

-1.16K

0.00%

FF Advisors,LLC

36.21K

Mar 31, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

36.21K

Mar 31, 26

-2.47K

0.00%

Piscataqua Savings Bank

35.98K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

35.87K

Mar 31, 26

+219

0.00%

Smith, Salley & Associates

35.77K

Mar 31, 26

-61

0.00%

Park Edge Advisors, LLC

35.66K

Mar 31, 26

-2.99K

0.00%

Regal Investment Advisors LLC

35.61K

Mar 31, 26

+244

0.00%

Walker Financial Services, Inc.

35.58K

Mar 31, 26

-15

0.00%

National Wealth Management Group, LLC

35.48K

Mar 31, 26

-28

0.00%

Summit Asset Management, LLC

35.48K

Mar 31, 26

0.00%

Praetorian Wealth Management, Inc.

35.41K

Mar 31, 26

+39

0.00%

MGO ONE SEVEN LLC

35.41K

Mar 31, 26

+9.56K

0.00%

Investment Planning Advisors, Inc.

35.38K

Mar 31, 26

+4.74K

0.00%

Heritage Investment Group, Inc.

35.29K

Mar 31, 26

0.00%

Tactive Advisors, LLC

34.84K

Mar 31, 26

+4.70K

0.00%

MARIETTA INVESTMENT PARTNERS LLC

34.62K

Mar 31, 26

-4.48K

0.00%

Carolina Wealth Advisors, LLC

34.60K

Mar 31, 26

-3.73K

0.00%

LANDMARK WEALTH MANAGEMENT, INC.

34.59K

Mar 31, 26

+275

0.00%

Landmark Wealth Management, LLC

34.44K

Mar 31, 26

+11.35K

0.00%

Carnegie Capital Asset Management, LLC

34.29K

Mar 31, 26

-14.11K

0.00%

Trellis Wealth Advisors LLC

34.13K

Mar 31, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

34.07K

Mar 31, 26

+2.79K

0.00%

Claro Advisors LLC

33.95K

Mar 31, 26

+575

0.00%

XML Financial, LLC

33.81K

Mar 31, 26

-4.84K

0.00%

Advisor Resource Council

33.53K

Mar 31, 26

+27

0.00%

Spire Wealth Management

33.22K

Mar 31, 26

-299

0.00%

ENTREWEALTH, LLC

33.19K

Mar 31, 26

+97

0.00%

FIDUCIARY FAMILY OFFICE, LLC

33.18K

Mar 31, 26

0.00%

Security Financial Services, INC.

32.98K

Mar 31, 26

+795

0.00%

Anfield Capital Management, LLC

32.80K

Mar 31, 26

+95

0.00%

Horst & Graben Wealth Management LLC

32.79K

Mar 31, 26

-1.04K

0.00%

INTREPID CAPITAL MANAGEMENT INC

32.58K

Mar 31, 26

0.00%

Quadrant Private Wealth Management, LLC

32.58K

Mar 31, 26

+16.02K

0.00%

CM WEALTH ADVISORS LLC

32.54K

Mar 31, 26

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

32.44K

Mar 31, 26

+529

0.00%

Bernardo Wealth Planning LLC

32.42K

Mar 31, 26

+401

0.00%

Cascade Financial Partners, LLC

32.25K

Mar 31, 26

+1.82K

0.00%

Venture Visionary Partners LLC

32.01K

Mar 31, 26

-357

0.00%

Rede Wealth, LLC

31.78K

Mar 31, 26

0.00%

WATERSHED PRIVATE WEALTH LLC

31.77K

Mar 31, 26

-149

0.00%

ALLIANCEBERNSTEIN L.P.

31.62K

Mar 31, 26

-826

0.00%

Dana Investment Advisors, Inc.

31.56K

Mar 31, 26

0.00%

CreativeOne Wealth, LLC

31.45K

Mar 31, 26

+14.23K

0.00%

Arlington Financial Advisors, LLC

31.40K

Mar 31, 26

+12.65K

0.00%

Chesapeake Wealth Management

30.98K

Mar 31, 26

0.00%

Trek Financial, LLC

30.95K

Mar 31, 26

+4.55K

0.00%

Klingman & Associates, LLC

30.78K

Mar 31, 26

0.00%

Edgestream Partners, L.P.

30.74K

Mar 31, 26

-19.11K

0.00%

49 WEALTH MANAGEMENT, LLC

30.71K

Mar 31, 26

+30.71K

0.00%

FIRST FINANCIAL BANKSHARES INC

30.68K

Mar 31, 26

+1.51K

0.00%

CATALYST FINANCIAL PARTNERS LLC

30.66K

Mar 31, 26

-560

0.00%

CRUX WEALTH ADVISORS

30.64K

Mar 31, 26

+88

0.00%

Francis Financial, Inc.

30.63K

Mar 31, 26

0.00%

ATLAS CAPITAL ADVISORS LLC

30.59K

Mar 31, 26

+30.59K

0.00%

Parkside Financial Bank & Trust

30.58K

Mar 31, 26

+57

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

30.57K

Mar 31, 26

-2.77K

0.00%

Covington Investment Advisors Inc.

30.36K

Mar 31, 26

-4.24K

0.00%

WEDBUSH SECURITIES INC

30.26K

Mar 31, 26

+6.40K

0.00%

WealthPLAN Partners, LLC

30.14K

Mar 31, 26

+536

0.00%

Disciplined Investors, L.L.C.

30.04K

Mar 31, 26

-474

0.00%

HCR Wealth Advisors

29.67K

Mar 31, 26

+1.11K

0.00%

TrueWealth Advisors, LLC

29.56K

Mar 31, 26

0.00%

GREENLEAF TRUST

29.53K

Mar 31, 26

-190

0.00%

ARK & TLK INVESTMENTS, LLC

29.48K

Mar 31, 26

-822

0.00%

Wealthfront Advisers LLC

29.38K

Mar 31, 26

+18.42K

0.00%

Tanglewood Wealth Management, Inc.

29.25K

Mar 31, 26

0.00%

Texas Capital Bank Wealth Management Services Inc

29.25K

Mar 31, 26

0.00%

Continuum Advisory, LLC

29.16K

Mar 31, 26

-246

0.00%

Bedel Financial Consulting, Inc.

29.14K

Mar 31, 26

-200

0.00%

Single Point Partners, LLC

29.07K

Mar 31, 26

0.00%

International Private Wealth Advisors LLC

28.79K

Mar 31, 26

-10.72K

0.00%

Bridgewater Advisors Inc.

28.76K

Mar 31, 26

-616

0.00%

TFR Capital, LLC.

28.60K

Mar 31, 26

-53

0.00%

LifePlan Financial, LLC

28.55K

Mar 31, 26

-1.74K

0.00%

StoneX Group Inc.

28.50K

Mar 31, 26

-9.13K

0.00%

RETIREMENT INCOME SOLUTIONS, INC

28.45K

Mar 31, 26

0.00%

Gs Investments, Inc.

28.43K

Mar 31, 26

0.00%

Foundation Wealth Management, LLC\PA

28.30K

Mar 31, 26

0.00%

Drake & Associates, LLC

28.23K

Mar 31, 26

+4.15K

0.00%

FRANKLIN RESOURCES INC

28.13K

Mar 31, 26

-12.31K

0.00%

Impact Capital Partners LLC

28.07K

Mar 31, 26

+82

0.00%

Beaird Harris Wealth Management, LLC

27.99K

Mar 31, 26

+71

0.00%

XTX Topco Ltd

27.98K

Mar 31, 26

-8.80K

0.00%

SMITH, MOORE & CO.

27.98K

Mar 31, 26

0.00%

WestHill Financial Advisors, Inc.

27.90K

Mar 31, 26

-592

0.00%

CGN Advisors LLC

27.69K

Mar 31, 26

-25.15K

0.00%

Integrity Financial Corp /WA

27.38K

Mar 31, 26

+23.34K

0.00%

BlackDiamond Wealth Management Inc.

27.31K

Mar 31, 26

+1.29K

0.00%

CYPRESS FINANCIAL PLANNING LLC

27.21K

Mar 31, 26

+71

0.00%

DRAVO BAY LLC

27.09K

Mar 31, 26

-12.47K

0.00%

Resurgent Financial Advisors LLC

27.03K

Mar 31, 26

+3.24K

0.00%

Skopos Labs, Inc.

27.02K

Mar 31, 26

+13.16K

0.00%

Delap Wealth Advisory, LLC

26.84K

Mar 31, 26

-820

0.00%

HARTLINE INVESTMENT CORP/

26.80K

Mar 31, 26

0.00%

Joel Isaacson & Co., LLC

26.71K

Mar 31, 26

0.00%

Goldstein Advisors, LLC

26.64K

Mar 31, 26

+156

0.00%

New England Private Wealth Advisors LLC

26.56K

Mar 31, 26

+61

0.00%

Linscomb & Williams, Inc.

26.32K

Mar 31, 26

+26.32K

0.00%

Ascent Group, LLC

26.18K

Mar 31, 26

-319

0.00%

L. Roy Papp & Associates, LLP

26.06K

Mar 31, 26

-2.66K

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

26.03K

Mar 31, 26

0.00%

Mason & Associates, LLC

25.57K

Mar 31, 26

-102

0.00%

Fiduciary Alliance LLC

25.56K

Mar 31, 26

-380

0.00%

Rockwood Wealth Management, LLC

25.50K

Mar 31, 26

+4.66K

0.00%

Aaron Wealth Advisors LLC

25.47K

Mar 31, 26

+62

0.00%

Fragasso Group Inc.

25.39K

Mar 31, 26

+4.59K

0.00%

OARSMAN CAPITAL, INC.

25.35K

Mar 31, 26

-1.12K

0.00%

Acropolis Investment Management, LLC

25.10K

Mar 31, 26

+311

0.00%

Gibson Capital, LLC

25.05K

Mar 31, 26

0.00%

Forum Financial Management, LP

24.94K

Mar 31, 26

+7.16K

0.00%

MONEY CONCEPTS CAPITAL CORP

24.85K

Mar 31, 26

+10.69K

0.00%

McKinley Carter Wealth Services, Inc.

24.74K

Mar 31, 26

+13

0.00%

Pasadena Private Wealth, LLC

24.64K

Mar 31, 26

0.00%

CARL STUART INVESTMENT ADVISOR, INC

24.56K

Mar 31, 26

+24.56K

0.00%

Vident Advisory, LLC

24.47K

Mar 31, 26

+2.35K

0.00%

John W. Brooker & Co., CPAs

24.37K

Mar 31, 26

-764

0.00%

BENNETT SELBY INVESTMENTS LP

23.96K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

23.92K

Mar 31, 26

+12.03K

0.00%

Rehmann Capital Advisory Group

23.86K

Mar 31, 26

-1.00K

0.00%

Williams & Novak, LLC

23.82K

Mar 31, 26

0.00%

Valtinson Bruner Financial Planning LLC

23.79K

Mar 31, 26

-1.27K

0.00%

Lifeworks Advisors, LLC

23.76K

Mar 31, 26

-33.01K

0.00%

GHP Investment Advisors, Inc.

23.50K

Mar 31, 26

-1.01K

0.00%

OXFORD FINANCIAL GROUP LTD

23.45K

Mar 31, 26

0.00%

One Capital Management, LLC

23.26K

Mar 31, 26

+6.61K

0.00%

GILL CAPITAL PARTNERS, LLC

23.25K

Mar 31, 26

-943

0.00%

Connecticut Wealth Management, LLC

23.15K

Mar 31, 26

+320

0.00%

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

23.13K

Mar 31, 26

-1.57K

0.00%

PFG Investments, LLC

23.10K

Mar 31, 26

+124

0.00%

Triad Wealth Partners, LLC

22.86K

Mar 31, 26

+4.32K

0.00%

Ironwood Investment Counsel, LLC

22.85K

Mar 31, 26

+1.21K

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

22.84K

Mar 31, 26

-700

0.00%

Jacobsen Capital Management

22.82K

Mar 31, 26

-6.93K

0.00%

FINANCIAL MANAGEMENT NETWORK INC

22.43K

Mar 31, 26

+65

0.00%

Vanguard National Trust Co

22.41K

Mar 31, 26

+22.41K

0.00%

Gallagher Fiduciary Advisors, LLC

22.41K

Mar 31, 26

+886

0.00%

Boyd Wealth Management, LLC

22.35K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

22.32K

Mar 31, 26

-253

0.00%

SLT Holdings LLC

22.29K

Mar 31, 26

-28.96K

0.00%

DAGCO, INC.

22.24K

Mar 31, 26

+17.74K

0.00%

PIONEER TRUST BANK N A/OR

22.22K

Mar 31, 26

0.00%

Fort Sheridan Advisors LLC

22.20K

Mar 31, 26

+22.20K

0.00%

Rossby Financial, LCC

22.11K

Mar 31, 26

+10.25K

0.00%

LexAurum Advisors, LLC

21.96K

Mar 31, 26

+21.96K

0.00%

Brio Consultants, LLC

21.84K

Mar 31, 26

-865

0.00%

Leo Wealth, LLC

21.45K

Mar 31, 26

-493

0.00%

CERTUITY, LLC

21.39K

Mar 31, 26

0.00%

Fairman Group, LLC

21.39K

Mar 31, 26

+552

0.00%

Prosperity Consulting Group, LLC

21.29K

Mar 31, 26

-1

0.00%

J. L. Bainbridge & Co., Inc.

21.28K

Mar 31, 26

+3.97K

0.00%

LCNB CORP

21.13K

Mar 31, 26

0.00%

North Forty Two & Co.

20.91K

Mar 31, 26

0.00%

Capasso Planning Partners LLC

20.84K

Mar 31, 26

-1.83K

0.00%

Morton Capital Management LLC/CA

20.82K

Mar 31, 26

0.00%

Crestmont Private Wealth LLC

20.65K

Mar 31, 26

+51

0.00%

QRG CAPITAL MANAGEMENT, INC.

20.53K

Mar 31, 26

+8.31K

0.00%

BIP Wealth, LLC

20.52K

Mar 31, 26

+5.35K

0.00%

Peak Asset Management, LLC

20.45K

Mar 31, 26

+2.97K

0.00%

Cape Investment Advisory, Inc.

20.36K

Mar 31, 26

-2.06K

0.00%

D.A. DAVIDSON & CO.

20.32K

Mar 31, 26

-11.16K

0.00%

Traynor Capital Management, Inc.

20.28K

Mar 31, 26

+9.70K

0.00%

Evernest Financial Advisors, LLC

20.24K

Mar 31, 26

0.00%

MOTIVE WEALTH ADVISORS

20.22K

Mar 31, 26

0.00%

Opus Capital Group, LLC

20.21K

Mar 31, 26

+7.83K

0.00%

American Trust

20.19K

Mar 31, 26

-6.09K

0.00%

Taylor & Morgan Wealth Management, LLC

20.16K

Mar 31, 26

+319

0.00%

WEIK CAPITAL MANAGEMENT

20.14K

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

20.14K

Mar 31, 26

+20.14K

0.00%

ERn Financial, LLC

20.12K

Mar 31, 26

0.00%

Empirical Asset Management, LLC

20.11K

Mar 31, 26

+169

0.00%

Carmel Capital Partners, LLC

20.09K

Mar 31, 26

+385

0.00%

Williams Jones Wealth Management, LLC.

20.01K

Mar 31, 26

-10.27K

0.00%

RF&L WEALTH MANAGEMENT, LLC

20.00K

Mar 31, 26

+40

0.00%

Wick Capital Partners, LLC

19.98K

Mar 31, 26

0.00%

Laurel Wealth Advisors LLC

19.88K

Mar 31, 26

+100

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

19.86K

Mar 31, 26

0.00%

FIRST TRUST ADVISORS LP

19.81K

Mar 31, 26

+2.85K

0.00%

Pine Valley Investments Ltd Liability Co

19.79K

Mar 31, 26

+5.97K

0.00%

Gainplan LLC

19.72K

Mar 31, 26

-504

0.00%

GSB Wealth Management, LLC

19.68K

Mar 31, 26

-1.06K

0.00%

MEANS INVESTMENT CO., INC.

19.56K

Mar 31, 26

0.00%

Goepper Burkhardt LLC

19.45K

Mar 31, 26

0.00%

Martel Wealth Advisors Inc

19.41K

Mar 31, 26

-677

0.00%

Vestmark Advisory Solutions, Inc.

19.40K

Mar 31, 26

+10.57K

0.00%

Mount Yale Investment Advisors, LLC

19.40K

Mar 31, 26

-1.43K

0.00%

PATTEN & PATTEN INC/TN

19.33K

Mar 31, 26

+217

0.00%

Innova Wealth Partners

19.28K

Mar 31, 26

+19.28K

0.00%

Gerber Kawasaki Wealth & Investment Management

19.27K

Mar 31, 26

+143

0.00%

Geometric Wealth Advisors

19.25K

Mar 31, 26

+933

0.00%

Uncommon Cents Investing LLC

19.24K

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

19.20K

Mar 31, 26

-1.68K

0.00%

Madison Wealth Partners, Inc

18.98K

Mar 31, 26

+9.90K

0.00%

NWAM LLC

18.82K

Mar 31, 26

-231

0.00%

Stratos Wealth Advisors, LLC

18.80K

Mar 31, 26

0.00%

CRA Financial Services, LLC

18.80K

Mar 31, 26

+2.73K

0.00%

Cadent Capital Advisors, LLC

18.79K

Mar 31, 26

+10

0.00%

NBT BANK N A /NY

18.76K

Mar 31, 26

+18.73K

0.00%

Hexagon Capital Partners LLC

18.74K

Mar 31, 26

+432

0.00%

Round Rock Advisors, LLC

18.57K

Mar 31, 26

-1

0.00%

ROTHSCHILD INVESTMENT LLC

18.50K

Mar 31, 26

-84

0.00%

SILVER OAK SECURITIES, INCORPORATED

18.49K

Mar 31, 26

-24.52K

0.00%

Members Trust Co

18.43K

Mar 31, 26

-370

0.00%

Valley Brook Capital Group, Inc.

18.34K

Mar 31, 26

+6.92K

0.00%

First County Bank /CT/

18.29K

Mar 31, 26

-2.13K

0.00%

IFG Advisors, LLC

18.22K

Mar 31, 26

+18.22K

0.00%

GEM Asset Management, LLC

18.21K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

18.16K

Mar 31, 26

0.00%

Rockbridge Investment Management, LCC

18.16K

Mar 31, 26

0.00%

Balanced Rock Investment Advisor

18.13K

Mar 31, 26

0.00%

Pathway Financial Advisors LLC

17.84K

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

17.82K

Mar 31, 26

0.00%

MBE Wealth Management, LLC

17.82K

Mar 31, 26

-222

0.00%

TPG Advisors LLC

17.72K

Mar 31, 26

+14

0.00%

Armor Investment Advisors, LLC

17.63K

Mar 31, 26

-69

0.00%

DDD Partners, LLC

17.61K

Mar 31, 26

-154

0.00%

CENTAURUS FINANCIAL, INC.

17.57K

Mar 31, 26

+88

0.00%

Hudock, Inc.

17.39K

Mar 31, 26

+456

0.00%

REGIMEN WEALTH, LLC

17.31K

Mar 31, 26

+534

0.00%

DAVENPORT & Co LLC

17.30K

Mar 31, 26

-182

0.00%

Grantvest Financial Group LLC

17.24K

Mar 31, 26

+23

0.00%

Slow Capital, Inc.

17.23K

Mar 31, 26

-7.79K

0.00%

Essex Savings Bank

17.18K

Mar 31, 26

-513

0.00%

Waldron Private Wealth LLC

17.05K

Mar 31, 26

-1.32K

0.00%

KANE INVESTMENT MANAGEMENT, INC.

17.05K

Mar 31, 26

+844

0.00%

Flagship Private Wealth, LLC

17.02K

Mar 31, 26

0.00%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

17.00K

Mar 31, 26

0.00%

Advisors Capital Management, LLC

16.97K

Mar 31, 26

+1.27K

0.00%

Nautilus Advisors LLC

16.95K

Mar 31, 26

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

16.88K

Mar 31, 26

0.00%

HOWARD BAILEY SECURITIES, LLC

16.87K

Mar 31, 26

-556

0.00%

Lafayette Investments, Inc.

16.85K

Mar 31, 26

0.00%

Barton Investment Management

16.80K

Mar 31, 26

0.00%

ALTFEST L J & CO INC

16.70K

Mar 31, 26

+195

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

16.70K

Mar 31, 26

+3.50K

0.00%

GUYASUTA INVESTMENT ADVISORS INC

16.65K

Mar 31, 26

+1.01K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

16.55K

Mar 31, 26

0.00%

ROOF EIDAM & MAYCOCK/ADV

16.48K

Mar 31, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.48K

Mar 31, 26

-62.06K

0.00%

Grey Fox Wealth Advisors, LLC

16.23K

Mar 31, 26

+16.23K

0.00%

Capstone Financial Advisors, Inc.

16.23K

Mar 31, 26

+15

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

16.03K

Mar 31, 26

+5.41K

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

16.00K

Mar 31, 26

-1.48K

0.00%

CENTRAL TRUST Co

15.90K

Mar 31, 26

0.00%

SPRENG CAPITAL MANAGEMENT, INC.

15.85K

Mar 31, 26

-130

0.00%

Seaside Wealth Management, Inc.

15.85K

Mar 31, 26

0.00%

Baltimore-Washington Financial Advisors, Inc.

15.84K

Mar 31, 26

+124

0.00%

PRINCIPAL FINANCIAL GROUP INC

15.80K

Mar 31, 26

-182

0.00%

Colonial Trust Co / SC

15.76K

Mar 31, 26

0.00%

Traub Capital Management LLC

15.71K

Mar 31, 26

-180

0.00%

Aspire Growth Partners LLC

15.70K

Mar 31, 26

+45

0.00%

City Center Advisors, LLC

15.64K

Mar 31, 26

0.00%

Northern Financial Advisors Inc

15.56K

Mar 31, 26

+7.84K

0.00%

Aspect Partners, LLC

15.55K

Mar 31, 26

0.00%

ASSOCIATED BANC-CORP

15.53K

Mar 31, 26

-31

0.00%

Falcon Wealth Planning

15.46K

Mar 31, 26

+3.61K

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

15.44K

Mar 31, 26

+8.00K

0.00%

BSW Wealth Partners

15.42K

Mar 31, 26

+27

0.00%

Riverview Capital Advisers, LLC

15.41K

Mar 31, 26

-2.06K

0.00%

ProVise Management Group, LLC

15.39K

Mar 31, 26

+256

0.00%

Wealth Management Nebraska

15.39K

Mar 31, 26

+7.61K

0.00%

Keel Point, LLC

15.39K

Mar 31, 26

+6.42K

0.00%

Aspen Capital Management, LLC

15.37K

Mar 31, 26

+45

0.00%

Your Advocates Ltd., LLP

15.35K

Mar 31, 26

0.00%

ROMANO BROTHERS AND COMPANY

15.24K

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

15.19K

Mar 31, 26

-94

0.00%

FINANCIAL LIFE ADVISORS

15.00K

Mar 31, 26

0.00%

Penobscot Investment Management Company, Inc.

14.94K

Mar 31, 26

0.00%

TCI Wealth Advisors, Inc.

14.92K

Mar 31, 26

+40

0.00%

Sonoma Private Wealth LLC

14.89K

Mar 31, 26

-1.50K

0.00%

Beacon Capital Management, LLC

14.89K

Mar 31, 26

-5.63K

0.00%

DHJJ Financial Advisors, Ltd.

14.87K

Mar 31, 26

0.00%

NICOLET BANKSHARES INC

14.84K

Mar 31, 26

+14.84K

0.00%

Affinity Capital Advisors, LLC

14.82K

Mar 31, 26

+5.44K

0.00%

Cadence Wealth Management LLC

14.65K

Mar 31, 26

+263

0.00%

SkyOak Wealth, LLC

14.59K

Mar 31, 26

+14.59K

0.00%

Granite Bay Wealth Management, LLC

14.57K

Mar 31, 26

-520

0.00%

Paladin Wealth, LLC

14.54K

Mar 31, 26

0.00%

Prospera Financial Services Inc

14.48K

Mar 31, 26

+1.97K

0.00%

Great Lakes Retirement, Inc.

14.41K

Mar 31, 26

-1.11K

0.00%

Advisory Alpha, LLC

14.40K

Mar 31, 26

-1.54K

0.00%

Fairway Wealth LLC

14.37K

Mar 31, 26

0.00%

WPG Advisers, LLC

14.36K

Mar 31, 26

-973

0.00%

BUILDER INVESTMENT GROUP INC /ADV

14.29K

Mar 31, 26

0.00%

Lighthouse Wealth Management Inc.

14.20K

Mar 31, 26

0.00%

Financial Designs Corp

14.17K

Mar 31, 26

0.00%

Hippocratic Financial Advisors, LLC

14.12K

Mar 31, 26

+2.65K

0.00%

KICKSTAND VENTURES, LLC.

14.11K

Mar 31, 26

+14.11K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

14.10K

Mar 31, 26

+14.10K

0.00%

ARS Wealth Advisors Group, LLC

14.00K

Mar 31, 26

-1.58K

0.00%

Westshore Wealth, LLC

13.99K

Mar 31, 26

+40

0.00%

Pegasus Asset Management, Inc.

13.99K

Mar 31, 26

+141

0.00%

MINDSET WEALTH MANAGEMENT, LLC

13.97K

Mar 31, 26

0.00%

Plum Street Advisors, LLC

13.96K

Mar 31, 26

0.00%

Cardinal Point Capital Management, ULC

13.94K

Mar 31, 26

-552

0.00%

CFO4Life Group, LLC

13.93K

Mar 31, 26

-40

0.00%

FIDUCIENT ADVISORS LLC

13.88K

Mar 31, 26

-233

0.00%

WADDELL & ASSOCIATES, LLC

13.81K

Mar 31, 26

0.00%

SUMMITRY LLC

13.81K

Mar 31, 26

0.00%

SeaBridge Investment Advisors LLC

13.80K

Mar 31, 26

0.00%

BROWN WEALTH MANAGEMENT, LLC

13.71K

Mar 31, 26

+80

0.00%

M&T BANK CORP

13.70K

Mar 31, 26

-13.99K

0.00%

MONTAG A & ASSOCIATES INC

13.58K

Mar 31, 26

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

13.58K

Mar 31, 26

+1.00K

0.00%

Modus Advisors, LLC

13.53K

Mar 31, 26

0.00%

MOTCO

13.52K

Mar 31, 26

+1.43K

0.00%

MAYPORT, LLC

13.51K

Mar 31, 26

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

13.47K

Mar 31, 26

-536

0.00%

PETERSON WEALTH MANAGEMENT

13.44K

Mar 31, 26

+39

0.00%

Delos Wealth Advisors, LLC

13.42K

Mar 31, 26

+13.42K

0.00%

LifeSteps Financial, Inc.

13.40K

Mar 31, 26

-147

0.00%

FC Advisory LLC

13.38K

Mar 31, 26

+135

0.00%

Advyzon Investment Management, LLC

13.33K

Mar 31, 26

+152

0.00%

Soltis Investment Advisors LLC

13.26K

Mar 31, 26

+1.02K

0.00%

South Shore Capital Advisors

13.22K

Mar 31, 26

+3.39K

0.00%

Patriot Financial Group Insurance Agency, LLC

13.22K

Mar 31, 26

+13.22K

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

13.22K

Mar 31, 26

-662

0.00%

Legacy Advisors, LLC

13.21K

Mar 31, 26

+38

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

13.15K

Mar 31, 26

+206

0.00%

Costello Asset Management, INC

13.11K

Mar 31, 26

+326

0.00%

Aviance Capital Partners, LLC

13.05K

Mar 31, 26

0.00%

RETIREMENT GUYS FORMULA LLC

12.98K

Mar 31, 26

-5.96K

0.00%

Clarity Financial LLC

12.95K

Mar 31, 26

-935

0.00%

ONE Advisory Partners, LLC

12.92K

Mar 31, 26

-185

0.00%

Canvas Wealth Advisors, LLC

12.87K

Mar 31, 26

+12.87K

0.00%

GoalVest Advisory LLC

12.77K

Mar 31, 26

-1.33K

0.00%

Curran Financial Partners, LLC

12.77K

Mar 31, 26

-339

0.00%

Retireful, LLC

12.76K

Mar 31, 26

+12.76K

0.00%

Stonebridge Financial Group, LLC

12.75K

Mar 31, 26

0.00%

Clearstead Trust, LLC

12.68K

Mar 31, 26

0.00%

Fusion Capital, LLC

12.66K

Mar 31, 26

-334

0.00%

Palouse Capital Management, Inc.

12.65K

Mar 31, 26

-187

0.00%

Snowden Capital Advisors LLC

12.63K

Mar 31, 26

-444

0.00%

Rinkey Investments

12.61K

Mar 31, 26

+99

0.00%

TRUE Private Wealth Advisors

12.53K

Mar 31, 26

0.00%

Stonebridge Capital Advisors LLC

12.52K

Mar 31, 26

-1.20K

0.00%

PTM WEALTH MANAGEMENT, LLC

12.51K

Mar 31, 26

+36

0.00%

HOWE & RUSLING INC

12.48K

Mar 31, 26

-40.80K

0.00%

Capital Planning Advisors, LLC

12.39K

Mar 31, 26

-2.15K

0.00%

CALTON & ASSOCIATES, INC.

12.39K

Mar 31, 26

+12.39K

0.00%

Consolidated Planning Corp

12.38K

Mar 31, 26

0.00%

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

12.37K

Mar 31, 26

0.00%

Morton Brown Family Wealth, LLC

12.37K

Mar 31, 26

-2.37K

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

12.36K

Mar 31, 26

0.00%

Diversified Investment Strategies, LLC

12.32K

Mar 31, 26

0.00%

BURLING WEALTH PARTNERS, LLC

12.26K

Mar 31, 26

0.00%

Wealthquest Corp

12.22K

Mar 31, 26

+12.22K

0.00%

Smithfield Trust Co

12.18K

Mar 31, 26

0.00%

CERTIOR FINANCIAL GROUP, LLC

12.10K

Mar 31, 26

-2.05K

0.00%

MKD WEALTH COACHES, LLC

12.10K

Mar 31, 26

+148

0.00%

Invesco Ltd.

12.09K

Mar 31, 26

+12.09K

0.00%

Narwhal Capital Management

12.03K

Mar 31, 26

-73

0.00%

FinDec Wealth Services, Inc.

12.03K

Mar 31, 26

-767

0.00%

WCG Wealth Advisors LLC

12.02K

Mar 31, 26

+12.02K

0.00%

WealthCollab, LLC

11.98K

Mar 31, 26

0.00%

EASTERN BANK

11.95K

Mar 31, 26

0.00%

JSF Financial, LLC

11.90K

Mar 31, 26

+34

0.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

11.83K

Mar 31, 26

0.00%

Tradition Wealth Management, LLC

11.79K

Mar 31, 26

+40

0.00%

BENJAMIN EDWARDS INC

11.76K

Mar 31, 26

+449

0.00%

ANGELES WEALTH MANAGEMENT, LLC

11.69K

Mar 31, 26

+11.07K

0.00%

N.E.W. Advisory Services LLC

11.66K

Mar 31, 26

0.00%

WARNER FINANCIAL, INC

11.66K

Mar 31, 26

+34

0.00%

Sound Stewardship, LLC

11.59K

Mar 31, 26

-3.19K

0.00%

Curtis Advisory Group, LLC

11.59K

Mar 31, 26

-2.23K

0.00%

Bluesphere Advisors, LLC

11.52K

Mar 31, 26

+11.52K

0.00%

Quartz Partners, LLC

11.48K

Mar 31, 26

+768

0.00%

Koshinski Asset Management, Inc.

11.48K

Mar 31, 26

-174

0.00%

PGIM Custom Harvest LLC

11.44K

Mar 31, 26

+1.24K

0.00%

BetterWealth, LLC

11.43K

Mar 31, 26

+11.43K

0.00%

Strategic Wealth Partners, Ltd.

11.41K

Mar 31, 26

-209

0.00%

Delta Investment Management, LLC

11.40K

Mar 31, 26

+1.26K

0.00%

GTS SECURITIES LLC

11.38K

Mar 31, 26

+11.38K

0.00%

Geneos Wealth Management Inc.

11.37K

Mar 31, 26

-725

0.00%

GeoWealth Management, LLC

11.30K

Mar 31, 26

+263

0.00%

Summit Investment Advisory Services, LLC

11.28K

Mar 31, 26

0.00%

Accel Wealth Management

11.26K

Mar 31, 26

+20

0.00%

Index Fund Advisors, Inc.

11.20K

Mar 31, 26

+267

0.00%

OneAscent Financial Services LLC

11.17K

Mar 31, 26

+1.64K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

11.14K

Mar 31, 26

-4.85K

0.00%

Symphony Financial, Ltd. Co.

11.10K

Mar 31, 26

-738

0.00%

Qube Research & Technologies Ltd

11.09K

Mar 31, 26

-22.47K

0.00%

Physician Wealth Advisors, Inc.

11.05K

Mar 31, 26

+40

0.00%

Ellenbecker Investment Group

11.02K

Mar 31, 26

-273

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

11.00K

Mar 31, 26

+939

0.00%

PCA Investment Advisory Services Inc.

10.99K

Mar 31, 26

+10.99K

0.00%

WEBSTER BANK, N. A.

10.88K

Mar 31, 26

-620

0.00%

FORTEM FINANCIAL GROUP, LLC

10.88K

Mar 31, 26

-720

0.00%

One Day In July LLC

10.86K

Mar 31, 26

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

10.81K

Mar 31, 26

+10.81K

0.00%

Family Investment Center, Inc.

10.78K

Mar 31, 26

0.00%

William Howard & Co Financial Advisors Inc

10.75K

Mar 31, 26

+32

0.00%

Cambria Investment Management, L.P.

10.71K

Mar 31, 26

-3.21K

0.00%

Empowered Funds, LLC

10.71K

Mar 31, 26

-58.51K

0.00%

Capital Investment Counsel, LLC

10.65K

Mar 31, 26

-299

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

10.64K

Mar 31, 26

0.00%

Main Street Research LLC

10.63K

Mar 31, 26

+800

0.00%

SP Asset Management LLC

10.61K

Mar 31, 26

0.00%

BEACON FINANCIAL GROUP

10.61K

Mar 31, 26

+732

0.00%

Bogart Wealth, LLC

10.59K

Mar 31, 26

+25

0.00%

Accredited Investors Inc.

10.57K

Mar 31, 26

0.00%

SYON CAPITAL LLC

10.55K

Mar 31, 26

0.00%

WealthBridge Capital Management, LLC

10.53K

Mar 31, 26

+23

0.00%

Guardian Wealth Advisors, LLC

10.52K

Mar 31, 26

+178

0.00%

Integrity Investment Advisors, LLC

10.52K

Mar 31, 26

-58.50K

0.00%

Eley Financial Management, Inc

10.50K

Mar 31, 26

0.00%

Swisher Financial Concepts, Inc.

10.47K

Mar 31, 26

+10.47K

0.00%

Haverford Trust Co

10.45K

Mar 31, 26

+10.45K

0.00%

TOTAL INVESTMENT MANAGEMENT INC

10.44K

Mar 31, 26

+22

0.00%

INSIGNEO ADVISORY SERVICES, LLC

10.44K

Mar 31, 26

-1.49K

0.00%

RAM Investment Partners, LLC

10.38K

Mar 31, 26

+231

0.00%

Clark Asset Management, LLC

10.36K

Mar 31, 26

0.00%

Crescent Sterling, Ltd.

10.36K

Mar 31, 26

+350

0.00%

Quotient Wealth Partners, LLC

10.30K

Mar 31, 26

0.00%

Summit Financial Wealth Advisors, LLC

10.20K

Mar 31, 26

+239

0.00%

PINNEY & SCOFIELD, INC.

10.20K

Mar 31, 26

0.00%

Kovack Advisors, Inc.

10.09K

Mar 31, 26

+133

0.00%

Foguth Wealth Management, LLC.

10.05K

Mar 31, 26

-223

0.00%

Capital Wealth Planning, LLC

10.05K

Mar 31, 26

+430

0.00%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

10.01K

Mar 31, 26

-902

0.00%

Waterford Advisors, LLC

9.99K

Mar 31, 26

0.00%

ARGENT CAPITAL MANAGEMENT LLC

9.94K

Mar 31, 26

-294.20K

0.00%

Sensible Money, LLC

9.88K

Mar 31, 26

0.00%

Capital Asset Advisory Services LLC

9.85K

Mar 31, 26

+9.85K

0.00%

25 LLC

9.84K

Mar 31, 26

+264

0.00%

PENNEY FINANCIAL, LLC

9.82K

Mar 31, 26

0.00%

Segment Wealth Management, LLC

9.79K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

9.79K

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

9.78K

Mar 31, 26

+28

0.00%

Verity & Verity, LLC

9.78K

Mar 31, 26

-2.39K

0.00%

WBI INVESTMENTS, INC.

9.77K

Mar 31, 26

+755

0.00%

Financial Advisory Corp

9.74K

Mar 31, 26

+240

0.00%

Shira Ridge Wealth Management

9.73K

Mar 31, 26

0.00%

Rollins Financial Advisors, LLC

9.72K

Mar 31, 26

+763

0.00%

SMART Wealth LLC

9.72K

Mar 31, 26

+50

0.00%

High Net Worth Advisory Group LLC

9.72K

Mar 31, 26

-476

0.00%

Elm Partners Management LLC

9.71K

Mar 31, 26

0.00%

Intrua Financial, LLC

9.68K

Mar 31, 26

+809

0.00%

Gateway Wealth Partners, LLC

9.65K

Mar 31, 26

+9.65K

0.00%

BINGHAM PRIVATE WEALTH, LLC

9.60K

Mar 31, 26

+9.60K

0.00%

COLLECTIVE FAMILY OFFICE LLC

9.59K

Mar 31, 26

-300

0.00%

STEPHENS INC /AR/

9.58K

Mar 31, 26

-2.70K

0.00%

Black Swift Group, LLC

9.58K

Mar 31, 26

0.00%

STRATEGIC PLANNING GROUP, LLC

9.55K

Mar 31, 26

+27

0.00%

Golden State Wealth Management, LLC

9.52K

Mar 31, 26

-68

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

9.47K

Mar 31, 26

0.00%

Strategic Blueprint, LLC

9.46K

Mar 31, 26

+867

0.00%

Haven Private, LLC

9.44K

Mar 31, 26

0.00%

Southeast Asset Advisors Inc.

9.42K

Mar 31, 26

0.00%

Boston Partners

9.41K

Mar 31, 26

0.00%

M3 Advisory Group, LLC

9.39K

Mar 31, 26

0.00%

Welch Group, LLC

9.38K

Mar 31, 26

0.00%

Inlight Wealth Management, LLC

9.32K

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

9.32K

Mar 31, 26

-272

0.00%

Cottage Street Advisors LLC

9.29K

Mar 31, 26

+25

0.00%

Pinnacle Wealth Management Advisory Group, LLC

9.28K

Mar 31, 26

0.00%

Howard Capital Management Group, LLC

9.23K

Mar 31, 26

0.00%

Purkiss Capital Advisors LLC

9.18K

Mar 31, 26

-232

0.00%

Sterling Investment Advisors, Ltd.

9.14K

Mar 31, 26

+110

0.00%

Capital Investment Advisory Services, LLC

9.12K

Mar 31, 26

+104

0.00%

Plan Group Financial, LLC

9.03K

Mar 31, 26

+9.03K

0.00%

Independent Wealth Network Inc.

9.03K

Mar 31, 26

+1.21K

0.00%

Oakworth Capital, Inc.

9.00K

Mar 31, 26

0.00%

SIERRA SUMMIT ADVISORS LLC

8.95K

Mar 31, 26

0.00%

Berkeley Capital Partners, LLC

8.90K

Mar 31, 26

-418

0.00%

LEE DANNER & BASS INC

8.89K

Mar 31, 26

0.00%

Brady Martz Wealth Solutions, LLC

8.79K

Mar 31, 26

+8.79K

0.00%

Presidio Capital Management, LLC

8.77K

Mar 31, 26

0.00%

RW Investment Management LLC

8.75K

Mar 31, 26

+8.75K

0.00%

Busey Wealth Management

8.72K

Mar 31, 26

+8.72K

0.00%

Brookwood Investment Group LLC

8.70K

Mar 31, 26

+8.70K

0.00%

MKT Advisors LLC

8.69K

Mar 31, 26

0.00%

Capital Investment Services of America, Inc.

8.67K

Mar 31, 26

0.00%

SageGuard Financial Group, LLC

8.63K

Mar 31, 26

-9.06K

0.00%

Diversified Portfolios, Inc.

8.60K

Mar 31, 26

0.00%

AMJ Financial Wealth Management

8.57K

Mar 31, 26

0.00%

CAPITAL CITY TRUST CO/FL

8.55K

Mar 31, 26

0.00%

Evercore Wealth Management, LLC

8.52K

Mar 31, 26

0.00%

Mattern Wealth Management LLC

8.50K

Mar 31, 26

0.00%

Centennial Wealth Advisory LLC

8.48K

Mar 31, 26

0.00%

AMARA FINANCIAL, LLC.

8.47K

Mar 31, 26

+23

0.00%

PIN OAK INVESTMENT ADVISORS INC

8.46K

Mar 31, 26

0.00%

Legacy Bridge, LLC

8.43K

Mar 31, 26

0.00%

Bond & Devick Financial Network, Inc.

8.39K

Mar 31, 26

-628

0.00%

Capital Planning LLC

8.39K

Mar 31, 26

-10.90K

0.00%

Cypress Wealth Services, LLC

8.38K

Mar 31, 26

0.00%

UMB Bank, n.a.

8.34K

Mar 31, 26

+1.44K

0.00%

Sovereign Financial Group, Inc.

8.33K

Mar 31, 26

+8.33K

0.00%

VestGen Advisors, LLC

8.29K

Mar 31, 26

-4.98K

0.00%

Yukon Wealth Management, Inc.

8.28K

Mar 31, 26

+24

0.00%

WP Advisors, LLC

8.25K

Mar 31, 26

+25

0.00%

Fisher Asset Management, LLC

8.21K

Mar 31, 26

-10.26K

0.00%

Murphy & Mullick Capital Management Corp

8.16K

Mar 31, 26

-600

0.00%

MSH Capital Advisors LLC

8.15K

Mar 31, 26

+14

0.00%

VERUS CAPITAL PARTNERS, LLC

8.13K

Mar 31, 26

0.00%

Prostatis Group LLC

8.11K

Mar 31, 26

0.00%

SYM FINANCIAL Corp

8.04K

Mar 31, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

8.02K

Mar 31, 26

0.00%

Sunbeam Capital Management, LLC

7.99K

Mar 31, 26

+7.99K

0.00%

D'Orazio & Associates, Inc.

7.98K

Mar 31, 26

0.00%

Quadcap Wealth Management, LLC

7.92K

Mar 31, 26

+196

0.00%

LifeWealth Investments, LLC

7.92K

Mar 31, 26

-2.12K

0.00%

Beacon Wealthcare LLC

7.87K

Mar 31, 26

0.00%

NorthStar Asset Management LLC /NJ/

7.86K

Mar 31, 26

-95

0.00%

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

7.84K

Mar 31, 26

0.00%

JDM Financial Group LLC

7.76K

Mar 31, 26

+41

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

7.75K

Mar 31, 26

-5.10K

0.00%

IAG Wealth Partners, LLC

7.68K

Mar 31, 26

-1.46K

0.00%

Accent Capital Management, LLC

7.50K

Mar 31, 26

0.00%

Osbon Capital Management LLC

7.48K

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

7.17K

Mar 31, 26

-1.66K

0.00%

Barnes Dennig Private Wealth Management LLC

7.13K

Mar 31, 26

+582

0.00%

FWL INVESTMENT MANAGEMENT, LLC

7.05K

Mar 31, 26

0.00%

Whipplewood Advisors, LLC

6.98K

Mar 31, 26

+6.42K

0.00%

PDS Planning, Inc

6.89K

Mar 31, 26

0.00%

Arlington Trust Co LLC

6.49K

Mar 31, 26

0.00%

NWK Group, Inc.

6.24K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.15K

Mar 31, 26

+91

0.00%

TRUST CO OF TOLEDO NA /OH/

6.08K

Mar 31, 26

0.00%

Coston, McIsaac & Partners

5.94K

Mar 31, 26

0.00%

Trust Co

5.82K

Mar 31, 26

+1.17K

0.00%

Operose Advisors LLC

5.74K

Mar 31, 26

0.00%

Crews Bank & Trust

5.71K

Mar 31, 26

+2.71K

0.00%

Dunhill Financial, LLC

5.61K

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

5.03K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

4.92K

Mar 31, 26

+4.92K

0.00%

Olistico Wealth, LLC

4.91K

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

4.83K

Mar 31, 26

-1.62K

0.00%

JPL Wealth Management, LLC

4.62K

Mar 31, 26

+4.62K

0.00%

Beacon Capital Management, Inc.

4.60K

Mar 31, 26

+4.60K

0.00%

Community Bank, N.A.

4.51K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

4.41K

Mar 31, 26

0.00%

Activest Wealth Management

4.35K

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

4.33K

Mar 31, 26

0.00%

North Star Investment Management Corp.

4.03K

Mar 31, 26

+12

0.00%

CARDIFF PARK ADVISORS, LLC

4.03K

Mar 31, 26

+12

0.00%

RICHARDS, MERRILL & PETERSON, INC.

3.49K

Mar 31, 26

0.00%

Rice Partnership, LLC

3.45K

Mar 31, 26

0.00%

High Note Wealth, LLC

3.31K

Mar 31, 26

0.00%

HM PAYSON & CO

3.31K

Mar 31, 26

-54

0.00%

First Pacific Financial

3.19K

Mar 31, 26

+288

0.00%

Cornerstone Planning Group LLC

3.13K

Mar 31, 26

+49

0.00%

Lloyd Advisory Services, LLC.

3.12K

Mar 31, 26

-57.66K

0.00%

Kingdom Financial Group LLC.

3.12K

Mar 31, 26

-124

0.00%

McIlrath & Eck, LLC

3.03K

Mar 31, 26

0.00%

CGC Financial Services, LLC

3.00K

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

2.94K

Mar 31, 26

0.00%

American Capital Advisory, LLC

2.76K

Mar 31, 26

0.00%

Caitlin John, LLC

2.74K

Mar 31, 26

0.00%

Avion Wealth

2.73K

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

2.71K

Mar 31, 26

+2.71K

0.00%

Citizens National Bank Trust Department

2.69K

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

2.58K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

2.56K

Mar 31, 26

-108

0.00%

HARBOR INVESTMENT ADVISORY, LLC

2.55K

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

2.44K

Mar 31, 26

+45

0.00%

Frazier Financial Advisors, LLC

2.42K

Mar 31, 26

0.00%

RMG Wealth Management LLC

2.37K

Mar 31, 26

-194.41K

0.00%

Balentine LLC

2.35K

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

2.34K

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

2.17K

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

2.14K

Mar 31, 26

0.00%

Financial Perspectives, Inc

2.14K

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

2.12K

Mar 31, 26

+2.12K

0.00%

Prestige Wealth Management Group LLC

2.10K

Mar 31, 26

0.00%

Triumph Capital Management

2.03K

Mar 31, 26

-1.49K

0.00%

TSFG, LLC

2.02K

Mar 31, 26

0.00%

GW&K Investment Management, LLC

2.02K

Mar 31, 26

0.00%

Roble, Belko & Company, Inc

1.95K

Mar 31, 26

+13

0.00%

Davis Capital Management

1.91K

Mar 31, 26

-417

0.00%

Glassman Wealth Services

1.88K

Mar 31, 26

-1.82K

0.00%

City State Bank

1.88K

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

1.87K

Mar 31, 26

0.00%

PFS Partners, LLC

1.78K

Mar 31, 26

0.00%

BOKF, NA

1.76K

Mar 31, 26

0.00%

Evergreen Advisors, LLC

1.75K

Mar 31, 26

+1.75K

0.00%

Sunbelt Securities, Inc.

1.75K

Mar 31, 26

-352

0.00%

HighMark Wealth Management LLC

1.75K

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

1.70K

Mar 31, 26

+858

0.00%

MANNING & NAPIER ADVISORS LLC

1.69K

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

1.62K

Mar 31, 26

+1.62K

0.00%

Providence Capital Advisors, LLC

1.56K

Mar 31, 26

0.00%

GAMMA Investing LLC

1.48K

Mar 31, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

1.44K

Mar 31, 26

0.00%

Arkos Global Advisors

1.43K

Mar 31, 26

+1.43K

0.00%

WEST PACES ADVISORS INC.

1.41K

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

1.34K

Mar 31, 26

+1.12K

0.00%

TFC Financial Management, Inc.

1.33K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

1.32K

Mar 31, 26

0.00%

Bulwark Capital Corp

1.31K

Mar 31, 26

0.00%

Versant Capital Management, Inc

1.28K

Mar 31, 26

0.00%

Tidemark, LLC

1.27K

Mar 31, 26

0.00%

Orion Capital Management LLC

1.21K

Mar 31, 26

0.00%

Leo H. Evart, Inc.

1.18K

Mar 31, 26

+1.18K

0.00%

True Wealth Design, LLC

1.17K

Mar 31, 26

+1.17K

0.00%

Prudent Man Investment Management, Inc.

1.13K

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

1.13K

Mar 31, 26

-225

0.00%

Synergy Investment Management, LLC

1.12K

Mar 31, 26

+1.12K

0.00%

DiNuzzo Private Wealth, Inc.

1.09K

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

1.05K

Mar 31, 26

0.00%

Archer Investment Corp

1.05K

Mar 31, 26

0.00%

Team Financial Group, LLC

999

Mar 31, 26

0.00%

Key FInancial Inc

992

Mar 31, 26

0.00%

New Republic Capital, LLC

978

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

902

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

900

Mar 31, 26

+600

0.00%

Federation des caisses Desjardins du Quebec

900

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

894

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

888

Mar 31, 26

+888

0.00%

Private Wealth Management Group, LLC

886

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

819

Mar 31, 26

+219

0.00%

POM Investment Strategies, LLC

810

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

773

Mar 31, 26

-26

0.00%

Noble Wealth Management PBC

767

Mar 31, 26

-100

0.00%

Paladin Advisory Group, LLC

688

Mar 31, 26

-138

0.00%

COUNTRY TRUST BANK

633

Mar 31, 26

+633

0.00%

Topsail Wealth Management, LLC

630

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

617

Mar 31, 26

+617

0.00%

Horrell Capital Management, Inc.

606

Mar 31, 26

0.00%

Aberdeen Wealth Management LLC

600

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

595

Mar 31, 26

0.00%

PROSPERITY BANCSHARES INC

582

Mar 31, 26

0.00%

Kozak & Associates, Inc.

579

Mar 31, 26

+579

0.00%

Legacy Wealth Managment, LLC/ID

579

Mar 31, 26

+579

0.00%

Cypress Capital Management LLC (WY)

578

Mar 31, 26

0.00%

MASECO LLP

514

Mar 31, 26

0.00%

Robbins Farley

503

Mar 31, 26

-3.23K

0.00%

HAZLETT, BURT & WATSON, INC.

490

Mar 31, 26

0.00%

Westside Investment Management, Inc.

480

Mar 31, 26

-343

0.00%

CALDWELL SUTTER CAPITAL, INC.

460

Mar 31, 26

0.00%

Main Management LLC

456

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

441

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

438

Mar 31, 26

0.00%

Wall Street Financial Group, Inc.

418

Mar 31, 26

+418

0.00%

Kilter Group LLC

368

Mar 31, 26

-2

0.00%

QUADRANT CAPITAL GROUP LLC

324

Mar 31, 26

0.00%

GPWM LLC

296

Mar 31, 26

0.00%

DB Fitzpatrick & Co, Inc

290

Mar 31, 26

+55

0.00%

Ameritas Investment Partners, Inc.

281

Mar 31, 26

0.00%

MTM Investment Management, LLC

240

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

237

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

226

Mar 31, 26

-5.98K

0.00%

Greykasell Wealth Strategies, Inc.

225

Mar 31, 26

0.00%

Solstein Capital, LLC

204

Mar 31, 26

0.00%

Cheviot Value Management, LLC

193

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

161

Mar 31, 26

+124

0.00%

Graney & King, LLC

161

Mar 31, 26

0.00%

BESSEMER GROUP INC

160

Mar 31, 26

0.00%

FIRST HORIZON CORP

150

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

144

Mar 31, 26

0.00%

Seneschal Advisors, LLC

139

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

126

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

118

Mar 31, 26

+118

0.00%

BROWN, LISLE/CUMMINGS, INC.

117

Mar 31, 26

0.00%

Virtus ETF Advisers LLC

108

Mar 31, 26

-61

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

+75

0.00%

Redwood Park Advisors LLC

Mar 31, 26

+18

0.00%

SITTNER & NELSON, LLC

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

Friedenthal Financial

Mar 31, 26

0.00%

HFM Investment Advisors, LLC

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

Mar 31, 26

+11

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

Mar 31, 26

-29.22K

Seven Springs Wealth Group, LLC

Mar 31, 26

-10.54K

CLUNE & ASSOCIATES, LTD.

Mar 31, 26

-7.72K

PARTHENON LLC

Mar 31, 26

-7.76K

Camelot Portfolios, LLC

Mar 31, 26

-78

OPTIMA CAPITAL LLC

Mar 31, 26

-1.06K

Authentikos Wealth Advisory, LLC

Mar 31, 26

-132.79K

SIMPLEX TRADING, LLC

Mar 31, 26

-82

Summit Trail Advisors, LLC

Mar 31, 26

-138.36K

Quent Capital, LLC

Mar 31, 26

-133

MOODY LYNN & LIEBERSON, LLC

Mar 31, 26

-7.50K

Jacksonville Wealth Management, LLC

Mar 31, 26

-7.47K

LIBERTY WEALTH MANAGEMENT LLC

Mar 31, 26

-18.27K

PETRA FINANCIAL ADVISORS INC

Mar 31, 26

-42.79K

Secure Asset Management, LLC

Mar 31, 26

-11.95K

Wernau Asset Management Inc.

Mar 31, 26

-7.69K

North Ridge Wealth Advisors, Inc.

Mar 31, 26

-160

PLANWISER FINANCIAL, LLC

Mar 31, 26

-8.20K

BRIGHTON JONES LLC

Mar 31, 26

-222.60K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-261.19K

Austin Wealth Management, LLC

Mar 31, 26

-10.31K

Y-Intercept (Hong Kong) Ltd

Mar 31, 26

-51.53K

Cornerstone Wealth Management, LLC

Mar 31, 26

-10.39K

CHAPIN DAVIS, INC.

Mar 31, 26

-7.78K

UNIVEST FINANCIAL Corp

Mar 31, 26

-7.68K

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

-2.72K

Fairvoy Private Wealth, LLC

Mar 31, 26

-10.00K

Navalign, LLC

Mar 31, 26

-2.40K

GK Wealth Management LLC

Mar 31, 26

-16.80K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-26.56K

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-108

Sandy Cove Advisors, LLC

Mar 31, 26

-7.50K

Concord Wealth Partners

Mar 31, 26

-1.68K

BREAKTHRU ADVISORY SERVICES, LLC

Mar 31, 26

-45.38K

MERIDIAN INVESTMENT COUNSEL INC.

Mar 31, 26

-7.74K

Strategic Investment Advisors / MI

Mar 31, 26

-15.69K

Intelligence Driven Advisers, LLC

Mar 31, 26

-10.42K

Maridea Wealth Management LLC

Mar 31, 26

-89.05K

Luminist Capital LLC

Mar 31, 26

-1.00K

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Mar 31, 26

-13.20K

Alexis Investment Partners, LLC

Mar 31, 26

-4.51K

Global Strategic Investment Solutions, LLC

Mar 31, 26

-7.73K

AA Financial Advisors, LLC

Mar 31, 26

-9.40K

CBIZ Investment Advisory Services, LLC

Mar 31, 26

-5.47K

Advisor OS, LLC

Mar 31, 26

-9.65K

WIN ADVISORS, INC

Mar 31, 26

-65.55K

YARGER WEALTH STRATEGIES, LLC

Mar 31, 26

-10.94K

IFG Advisory, LLC

Mar 31, 26

-61.97K

COURIER CAPITAL LLC

Mar 31, 26

-9.60K

Darrow Company, Inc.

Mar 31, 26

-9.32K

Kure Advisory, LLC

Mar 31, 26

-21.75K

Strategic Advocates LLC

Mar 31, 26

-5.19K

Strategic Financial Services, Inc,

Mar 31, 26

-7.69K

DAVIS R M INC

Mar 31, 26

-11.85K

Global Assets Advisory, LLC

Mar 31, 26

-9.59K

Coppell Advisory Solutions LLC

Mar 31, 26

-16.00K

DV Trading LLC

Mar 31, 26

-17.40K

Cypress Capital Group

Mar 31, 26

-7.74K

Ellevest, Inc.

Mar 31, 26

-9.15K

TCTC Holdings, LLC

Mar 31, 26

-39

Choate Investment Advisors

Mar 31, 26

-7.70K

Lesa Sroufe & Co

Mar 31, 26

-7.51K

Golden Reserve Retirement LLC

Mar 31, 26

-19.28K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-6.28K

Blue Sky Capital Consultants Group, Inc.

Mar 31, 26

-11.96K

JIM SAULNIER & ASSOCIATES, LLC

Mar 31, 26

-9.96K

Cornerstone Capital, Inc.

Mar 31, 26

-7.74K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-123.28K

SOL Capital Management CO

Mar 31, 26

-8.35K

Rock Point Advisors, LLC

Mar 31, 26

-7.65K

LAIRD NORTON TRUST COMPANY, LLC

Mar 31, 26

-12.41K

Diversify Advisory Services, LLC

Mar 31, 26

-152.15K

Main Street Financial Solutions, LLC

1.26M

Dec 31, 25

-50.44K

0.05%

PURE PORTFOLIOS HOLDINGS LLC

1.19M

Dec 31, 25

+1.57K

0.05%

Prosperity Wealth Management, Inc.

970.71K

Dec 31, 25

+59.08K

0.04%

VanderPol Investments L.L.C.

291.82K

Dec 31, 25

+4.35K

0.01%

U S WEALTH GROUP, LLC.

221.95K

Dec 31, 25

-4.30K

0.01%

Clearview Wealth Advisors LLC

212.10K

Dec 31, 25

-766

0.01%

SageView Advisory Group, LLC

197.84K

Dec 31, 25

-5.38K

0.01%

CIBC Private Wealth Group, LLC

166.30K

Dec 31, 25

+849

0.01%

Global Retirement Partners, LLC

165.91K

Dec 31, 25

+113.83K

0.01%

ROVIN CAPITAL /UT/ /ADV

120.35K

Dec 31, 25

-5.89K

0.00%

Vantage Financial Partners, LLC

105.30K

Dec 31, 25

-1.71K

0.00%

Oldfather Financial Services, LLC

72.17K

Dec 31, 25

+1.97K

0.00%

FineMark National Bank & Trust

69.44K

Dec 31, 25

-3.30K

0.00%

VANGUARD GROUP INC

62.49K

Dec 31, 25

+18.17K

0.00%

COMERICA BANK

46.72K

Dec 31, 25

-673

0.00%

ORG Partners LLC

43.33K

Dec 31, 25

-900

0.00%

Northwest Capital Management Inc

23.88K

Dec 31, 25

-287.76K

0.00%

Clarius Group, LLC

23.71K

Dec 31, 25

0.00%

Heritage Financial Services, LLC

22.27K

Dec 31, 25

0.00%

NICOLET ADVISORY SERVICES, LLC

15.27K

Dec 31, 25

+15.27K

0.00%

Litman Gregory Wealth Management LLC

13.85K

Dec 31, 25

0.00%

Bowman & Co S.C.

12.92K

Dec 31, 25

+37

0.00%

Pandora Wealth, Inc.

10.87K

Dec 31, 25

0.00%

Alpha Cubed Investments, LLC

10.15K

Dec 31, 25

-2.52K

0.00%

LongView Asset Management LLC

8.11K

Dec 31, 25

+8.11K

0.00%

Austin Private Wealth, LLC

7.58K

Dec 31, 25

-369

0.00%

Principia Wealth Advisory, LLC

7.58K

Dec 31, 25

+512

0.00%

Heritage Wealth Advisors

5.14K

Dec 31, 25

+163

0.00%

Stephens Consulting, LLC

4.42K

Dec 31, 25

-163

0.00%

Ransom Advisory, Ltd

1.50K

Dec 31, 25

+1.50K

0.00%

TUCKER ASSET MANAGEMENT LLC

1.17K

Dec 31, 25

+100

0.00%

TRUST CO OF VERMONT

894

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

417

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.47K

Nalls Sherbakoff Group, LLC

Dec 31, 25

-36.82K

Burt Wealth Advisors

1.48M

Sep 30, 25

+2.27K

0.06%

MARSHALL FINANCIAL GROUP INC /ADV

1.30M

Sep 30, 25

+47.10K

0.05%

Bristlecone Advisors, LLC

1.23M

Sep 30, 25

-6.84K

0.05%

FIRST NATIONAL CORP /MA/ /ADV

735.36K

Sep 30, 25

+10.65K

0.03%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

498.11K

Sep 30, 25

-8.02K

0.02%

Sensible Financial Planning & Management, LLC.

495.28K

Sep 30, 25

-11.96K

0.02%

Financial Advisors, LLC

201.00K

Sep 30, 25

-20.93K

0.01%

West Oak Capital, LLC

179.68K

Sep 30, 25

-44.25K

0.01%

JFG Wealth Management, LLC

151.06K

Sep 30, 25

0.01%

Glenmede Investment Management, LP

57.05K

Sep 30, 25

-1.48K

0.00%

Sonora Investment Management Group, LLC

56.32K

Sep 30, 25

+2.82K

0.00%

Vishria Bird Financial Group, LLC

42.36K

Sep 30, 25

-6

0.00%

AHL INVESTMENT MANAGEMENT, INC.

17.44K

Sep 30, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

14.96K

Sep 30, 25

-505.92K

0.00%

GRIES FINANCIAL LLC

14.80K

Sep 30, 25

0.00%

Financial Advocates Investment Management

9.60K

Sep 30, 25

-59.48K

0.00%

WETHERBY ASSET MANAGEMENT INC

8.86K

Sep 30, 25

+126

0.00%

Lowe Wealth Advisors, LLC

4.59K

Sep 30, 25

+222

0.00%

Kathleen S. Wright Associates Inc.

4.58K

Sep 30, 25

0.00%

Promus Capital, LLC

4.16K

Sep 30, 25

0.00%

Binnacle Investments Inc

552

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

500

Sep 30, 25

-1.53K

0.00%

FSA Wealth Management LLC

406

Sep 30, 25

0.00%

Pineridge Advisors LLC

357

Sep 30, 25

0.00%

Hemington Wealth Management

243

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

137

Sep 30, 25

+137

0.00%

PINNACLE FINANCIAL PARTNERS INC

Sep 30, 25

-12.01K

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-221.26K

Congress Wealth Management LLC / DE /

1.36M

Jun 30, 25

+392

0.05%

FORTE CAPITAL LLC /ADV

432.67K

Jun 30, 25

-1.77K

0.02%

AVANTAX ADVISORY SERVICES, INC.

189.18K

Jun 30, 25

-14.18K

0.01%

Exchange Capital Management, Inc.

151.67K

Jun 30, 25

-16.92K

0.01%

Atria Wealth Solutions, Inc.

150.79K

Jun 30, 25

-23.10K

0.01%

Smith Anglin Financial, LLC

88.16K

Jun 30, 25

-16.06K

0.00%

Sebold Capital Management, Inc.

75.23K

Jun 30, 25

-4.97K

0.00%

David Wealth Management LLC

57.77K

Jun 30, 25

+11.66K

0.00%

Elios Financial Group Inc.

56.50K

Jun 30, 25

+6.15K

0.00%

Parkside Advisors LLC

22.21K

Jun 30, 25

0.00%

Good Life Advisors, LLC

17.76K

Jun 30, 25

+17.76K

0.00%

ACAS, LLC

17.47K

Jun 30, 25

-346

0.00%

Northeast Financial Consultants Inc

16.80K

Jun 30, 25

0.00%

Bordeaux Wealth Advisors LLC

15.86K

Jun 30, 25

-3.87K

0.00%

Tyler-Stone Wealth Management

14.59K

Jun 30, 25

+14.59K

0.00%

My Legacy Advisors, LLC

11.44K

Jun 30, 25

-172

0.00%

Better Money Decisions, LLC

8.88K

Jun 30, 25

+8.88K

0.00%

Financial Gravity Companies, Inc.

2.67K

Jun 30, 25

+2.67K

0.00%

Iron Horse Wealth Management, LLC

1.52K

Jun 30, 25

0.00%

Moser Wealth Advisors, LLC

1.32K

Jun 30, 25

+1.32K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

257

Jun 30, 25

+257

0.00%

First Horizon Advisors, Inc.

150

Jun 30, 25

-181

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-2.71K

0.00%

Marcum Wealth, LLC

3.62M

Mar 31, 25

-105.25K

0.15%

Buffington Mohr McNeal

2.11M

Mar 31, 25

-1.79K

0.08%

Orion Portfolio Solutions, LLC

950.96K

Mar 31, 25

-19.29K

0.04%

Lane & Associates LLC

521.09K

Mar 31, 25

+521.09K

0.02%

Grant/GrossMendelsohn, LLC

130.52K

Mar 31, 25

+16.02K

0.01%

NAPATREE CAPITAL LLC

127.62K

Mar 31, 25

-100.71K

0.01%

Callan Capital, LLC

80.03K

Mar 31, 25

+32.21K

0.00%

Vista Wealth Management Group, LLC

66.27K

Mar 31, 25

-87

0.00%

Sandy Spring Bank

64.57K

Mar 31, 25

+505

0.00%

Wade Financial Advisory, Inc

50.41K

Mar 31, 25

0.00%

Sheaff Brock Investment Advisors, LLC

37.80K

Mar 31, 25

0.00%

Transform Wealth, LLC

36.17K

Mar 31, 25

-958

0.00%

Safeguard Financial, LLC

32.72K

Mar 31, 25

+63

0.00%

Delta Financial Group, Inc.

23.88K

Mar 31, 25

0.00%

AlphaQ Advisors LLC

21.95K

Mar 31, 25

-600

0.00%

Lindbrook Capital, LLC

6.85K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

5.32K

Mar 31, 25

-1

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-11.13K

Campbell Wealth Management

15.78M

Dec 31, 24

+10.67M

0.63%

Kolinsky Wealth Management, LLC

1.44M

Dec 31, 24

+992.12K

0.06%

HART & PATTERSON FINANCIAL GROUP LLC

635.07K

Dec 31, 24

+413.78K

0.03%

PRIVATE CAPITAL MANAGEMENT LLC

436.46K

Dec 31, 24

+281.48K

0.02%

LAKE STREET ADVISORS GROUP, LLC

398.42K

Dec 31, 24

+260.43K

0.02%

Merriman Wealth Management, LLC

182.76K

Dec 31, 24

+121.89K

0.01%

Dechtman Wealth Management, LLC

86.56K

Dec 31, 24

+57.80K

0.00%

WMS Partners, LLC

74.77K

Dec 31, 24

+49.84K

0.00%

Geller Advisors LLC

64.22K

Dec 31, 24

+42.59K

0.00%

RE Dickinson Investment Advisors, LLC

62.03K

Dec 31, 24

+40.69K

0.00%

Private Portfolio Partners LLC

43.75K

Dec 31, 24

+29.63K

0.00%

Carlson Capital Management

31.39K

Dec 31, 24

+20.93K

0.00%

Gray Wealth Management Inc.

18.77K

Dec 31, 24

+12.64K

0.00%

Executive Wealth Management, LLC

18.68K

Dec 31, 24

+13.00K

0.00%

GG Group Ventures, LLC

13.27K

Dec 31, 24

0.00%

Edge Capital Group, LLC

9.09K

Dec 31, 24

-37.29K

0.00%

Sugarloaf Wealth Management, LLC

8.81K

Dec 31, 24

+5.87K

0.00%

WR Wealth Planners, LLC

120

Dec 31, 24

+80

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

+37

0.00%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-32.99K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-140

Diversified, LLC

3.97M

Sep 30, 24

+62.23K

0.16%

Raymond James Financial Services Advisors, Inc.

826.67K

Sep 30, 24

+98.56K

0.03%

NORTHWEST INVESTMENT COUNSELORS, LLC

150.49K

Sep 30, 24

-307

0.01%

Carmichael Hill & Associates, Inc.

129.12K

Sep 30, 24

+14.81K

0.01%

RAYMOND JAMES & ASSOCIATES

58.31K

Sep 30, 24

-1.17K

0.00%

Argent Financial Group, Inc.

31.52K

Sep 30, 24

+31.52K

0.00%

SpiderRock Advisors, LLC

22.29K

Sep 30, 24

+350

0.00%

FORT PITT CAPITAL GROUP, LLC

16.34K

Sep 30, 24

+2.49K

0.00%

Garrison Asset Management, LLC

13.43K

Sep 30, 24

-20

0.00%

Pillar Wealth Advisors, LLC

10.56K

Sep 30, 24

-162.75K

0.00%

Aspire Wealth Management Corp

7.11K

Sep 30, 24

0.00%

Planning Capital Management Corp

5.34K

Sep 30, 24

-219

0.00%

Advisory Services & Investments, LLC

5.25K

Sep 30, 24

0.00%

GYL FINANCIAL SYNERGIES, LLC

4.54K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

4.52K

Sep 30, 24

-184

0.00%

CEDRUS LLC

4.13K

Sep 30, 24

-1.20K

0.00%

Divergent Wealth Advisors

3.65K

Sep 30, 24

+22

0.00%

RAYMOND JAMES TRUST N.A.

3.59K

Sep 30, 24

+3.59K

0.00%

Bridge Advisory, LLC

3.06K

Sep 30, 24

+3.06K

0.00%

New Potomac Partners, LLC

2.26K

Sep 30, 24

+2.26K

0.00%

M&R CAPITAL MANAGEMENT INC

457

Sep 30, 24

0.00%

Halpern Financial, Inc.

360

Sep 30, 24

0.00%

First Personal Financial Services

250

Sep 30, 24

+250

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

250.33K

Jun 30, 24

-5.54K

0.01%

Clear Rock Advisors, LLC

119.26K

Jun 30, 24

-6.53K

0.00%

Abbrea Capital, LLC

43.40K

Jun 30, 24

-1.72K

0.00%

Private Ocean, LLC

10.54K

Jun 30, 24

+7.81K

0.00%

HoyleCohen, LLC

6.64K

Jun 30, 24

-4.17K

0.00%

BlackRock Inc.

5.59K

Jun 30, 24

+1.59K

0.00%

Gratus Capital LLC

4.16K

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

3.62K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.20K

Jun 30, 24

-242

0.00%

Custom Portfolio Group LLC

231

Jun 30, 24

-83

0.00%

ICA Group Wealth Management, LLC

100

Jun 30, 24

0.00%

Charles Schwab Investment Advisory, Inc.

97.66M

Mar 31, 24

+984.84K

3.93%

Financial Advisory Group

180.22K

Mar 31, 24

-4.42K

0.01%

Cetera Advisor Networks LLC

155.86K

Mar 31, 24

+4.46K

0.01%

Grey Street Capital, LLC

108.77K

Mar 31, 24

+108.77K

0.00%

Cetera Advisors LLC

96.61K

Mar 31, 24

-17.75K

0.00%

Connectus Wealth, LLC

75.55K

Mar 31, 24

-2.86K

0.00%

InterOcean Capital Group, LLC

68.04K

Mar 31, 24

-8.86K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

20.57K

Mar 31, 24

-183

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

12.71K

Mar 31, 24

+12.71K

0.00%

STEWART & PATTEN CO LLC

7.81K

Mar 31, 24

-81

0.00%

Coppell Advisory Solutions Corp.

6.04K

Mar 31, 24

+6.04K

0.00%

Cutler Group LLC / CA

5.60K

Mar 31, 24

+1.20K

0.00%

CAMBRIDGE TRUST CO

4.68K

Mar 31, 24

-178

0.00%

Retirement Group, LLC

1.89K

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

3.17M

Dec 31, 23

-172.33K

0.13%

Curi Wealth Management, LLC

1.25M

Dec 31, 23

+292.67K

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

415.67K

Dec 31, 23

+415.67K

0.02%

Engrave Wealth Partners LLC

116.85K

Dec 31, 23

-2.32K

0.00%

Bartlett & Co. LLC

89.80K

Dec 31, 23

-2.22K

0.00%

WADE G W & INC

65.91K

Dec 31, 23

+7.40K

0.00%

Simplicity Solutions, LLC

40.63K

Dec 31, 23

-1.04K

0.00%

Rainsberger Wealth Advisors, Inc.

37.90K

Dec 31, 23

+288

0.00%

Landmark Financial Advisors, LLC

33.36K

Dec 31, 23

-730

0.00%

StrategIQ Financial Group, LLC

13.56K

Dec 31, 23

-78

0.00%

Bridgeworth, LLC

4.76K

Dec 31, 23

+4.76K

0.00%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

4.00K

Dec 31, 23

0.00%

Rollins Financial

3.59K

Dec 31, 23

+3.59K

0.00%

Baystate Wealth Management LLC

1.34K

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

253

Dec 31, 23

0.00%

Sutton Wealth Advisors Inc.

470.39K

Sep 30, 23

+4.19K

0.02%

COLONY GROUP LLC

366.12K

Sep 30, 23

-10.28K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

45.85K

Sep 30, 23

-14.22K

0.00%

ADVISOR PARTNERS II, LLC

38.71K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

27.40K

Sep 30, 23

0.00%

TIEDEMANN ADVISORS, LLC

25.08K

Sep 30, 23

-901

0.00%

PATHSTONE FAMILY OFFICE, LLC

17.19K

Sep 30, 23

-1.52K

0.00%

Windsor Group LTD

12.63K

Sep 30, 23

0.00%

BEDEL FINANCIAL CONSULTING INC

10.97K

Sep 30, 23

+10.97K

0.00%

MADISON WEALTH MANAGEMENT

9.13K

Sep 30, 23

0.00%

INNOVIS ASSET MANAGEMENT LLC

6.46K

Sep 30, 23

-12

0.00%

WEALTH ADVISORS, INC.

6.07K

Sep 30, 23

+6.07K

0.00%

PRIVATE ASSET MANAGEMENT INC

5.03K

Sep 30, 23

-175

0.00%

APPLETON GROUP, LLC

Sep 30, 23

-299.89K

AJ WEALTH STRATEGIES, LLC

3.79M

Jun 30, 23

+263.65K

0.15%

Carlsbad Wealth Advisory Group, Inc.

445.20K

Jun 30, 23

+445.20K

0.02%

PIERSHALE FINANCIAL GROUP, INC.

305.49K

Jun 30, 23

+305.19K

0.01%

EA Series Trust

303.14K

Jun 30, 23

+303.14K

0.01%

Relaxing Retirement Coach

163.16K

Jun 30, 23

-1.27K

0.01%

Kalos Management, Inc.

62.78K

Jun 30, 23

-4.27K

0.00%

BerganKDV Wealth Management, LLC

48.54K

Jun 30, 23

-467

0.00%

Kistler-Tiffany Companies, LLC

41.65K

Jun 30, 23

0.00%

TIAA, FSB

31.26K

Jun 30, 23

+3.33K

0.00%

Financial Architects, Inc

19.60K

Jun 30, 23

+4.05K

0.00%

Vident Investment Advisory, LLC

5.59K

Jun 30, 23

0.00%

Intercontinental Wealth Advisors, LLC

5.40K

Jun 30, 23

-1.35K

0.00%

LEO BROKERAGE, LLC

5.29K

Jun 30, 23

-197

0.00%

Vigilant Capital Management, LLC

3.12K

Jun 30, 23

-1.90K

0.00%

Ten Capital Wealth Advisors, LLC

2.03K

Jun 30, 23

-3.11K

0.00%

BDO Wealth Advisors, LLC

1.45K

Jun 30, 23

-367

0.00%

TimeScale Financial, Inc.

713

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

125

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

Jun 30, 23

0.00%

Wealth CMT

Jun 30, 23

-29.73K

Parsec Financial Management, Inc.

622.58K

Mar 31, 23

-11.83K

0.03%

Domani Wealth, LLC

306.15K

Mar 31, 23

-1.24K

0.01%

Baldrige Asset Management LLC

66.79K

Mar 31, 23

+1.29K

0.00%

LeJeune Puetz Investment Counsel LLC

57.42K

Mar 31, 23

+108

0.00%

Southern Wealth Management, LLP

36.15K

Mar 31, 23

-423

0.00%

Stillwater Investment Management, LLC

4.84K

Mar 31, 23

+140

0.00%

Clear Perspectives Financial Planning, LLC

278

Mar 31, 23

0.00%

Sanford Advisory Services, LLC

172.60K

Dec 31, 22

+3.12K

0.01%

Newman & Schimel, LLC

103.74K

Dec 31, 22

-658

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

86.37K

Dec 31, 22

-626

0.00%

Sargent Bickham Lagudis LLC

75.84K

Dec 31, 22

-6.07K

0.00%

Burleson & Company, LLC

38.36K

Dec 31, 22

-2.12K

0.00%

Personal Capital Advisors Corp

35.86K

Dec 31, 22

+437

0.00%

Laurel Wealth Advisors, Inc.

21.49K

Dec 31, 22

-608

0.00%

Red Cedar Capital, LLC

13.78K

Dec 31, 22

0.00%

GOFEN & GLOSSBERG LLC /IL/

7.85K

Dec 31, 22

-344

0.00%

BANK OF THE WEST

6.23K

Dec 31, 22

0.00%

CFO4Life, L.P.

6.21K

Dec 31, 22

+6.21K

0.00%

Regent Investment Management LLC

5.59K

Dec 31, 22

-740

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

4.66K

Dec 31, 22

-1.19K

0.00%

REFRAME WEALTH, LLC

4.53K

Dec 31, 22

+4.53K

0.00%

Capital Directions Investment Advisors, LLC

4.53K

Dec 31, 22

+4.53K

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-196

BRR OpCo, LLC

731.25K

Sep 30, 22

+24.08K

0.03%

55I, LLC

420.28K

Sep 30, 22

+31.10K

0.02%

Bowling Portfolio Management LLC

129.20K

Sep 30, 22

-1.21K

0.01%

REGENTATLANTIC CAPITAL LLC

109.84K

Sep 30, 22

+29.92K

0.00%

MUFG Americas Holdings Corp

75.40K

Sep 30, 22

-10.39K

0.00%

Beaumont Financial Partners, LLC

63.56K

Sep 30, 22

+24.82K

0.00%

Radnor Financial Advisors, LLC

61.84K

Sep 30, 22

-4.68K

0.00%

American Portfolios Advisors

47.42K

Sep 30, 22

+47.42K

0.00%

Eidelman Virant Capital

25.45K

Sep 30, 22

-50

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

25.07K

Sep 30, 22

+113

0.00%

Highland Private Wealth Management

20.60K

Sep 30, 22

-46

0.00%

Jefferies Group LLC

20.41K

Sep 30, 22

0.00%

Maryland Capital Management

17.21K

Sep 30, 22

+658

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.46K

Sep 30, 22

-7.13K

0.00%

Blooom, Inc.

12.77K

Sep 30, 22

-459

0.00%

CPWM, LLC

10.17K

Sep 30, 22

+10.17K

0.00%

BALASA DINVERNO & FOLTZ LLC

9.38K

Sep 30, 22

0.00%

Round Table Services, LLC

8.25K

Sep 30, 22

0.00%

BTR CAPITAL MANAGEMENT INC

7.38K

Sep 30, 22

0.00%

EATON VANCE MANAGEMENT

5.55K

Sep 30, 22

+124

0.00%

MILESTONE WEALTH, LLC

4.31K

Sep 30, 22

0.00%

FourThought Financial, LLC

880

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

726

Sep 30, 22

+726

0.00%

Strategic Asset Management, LLC

427

Sep 30, 22

-100

0.00%

Covington Capital Management

174

Sep 30, 22

0.00%

Danda Trouve Investment Management, Inc.

Sep 30, 22

+87

0.00%

McCutchen Group LLC

Sep 30, 22

-4.63K

KARLINSKI ANDREW C

Sep 30, 22

-425

Frontier Wealth Management LLC

1.49M

Jun 30, 22

+709.96K

0.06%

KerberRose Wealth Management, LLC

125.31K

Jun 30, 22

+125.31K

0.01%

ADVISOR PARTNERS LLC

38.95K

Jun 30, 22

-275

0.00%

NTB Financial Corp

31.02K

Jun 30, 22

-25

0.00%

BT Wealth Management LLC

30.34K

Jun 30, 22

+17

0.00%

Loveless Wealth Management LLC

20.61K

Jun 30, 22

+518

0.00%

Fieldpoint Private Securities, LLC

13.68K

Jun 30, 22

-40.80K

0.00%

MURPHY CAPITAL MANAGEMENT INC

6.44K

Jun 30, 22

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

6.05K

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

2.53K

Jun 30, 22

-375

0.00%

Cordasco Financial Network

840

Jun 30, 22

+400

0.00%

Altium Wealth Management LLC

Jun 30, 22

-28.47K

Intersect Capital LLC

Jun 30, 22

-6.04K

Adams Chetwood Wealth Management LLC

397.19K

Mar 31, 22

+198.68K

0.02%

Lenox Wealth Advisors, LLC

317.64K

Mar 31, 22

+149.93K

0.01%

Permit Capital Advisors, LLC

32.92K

Mar 31, 22

+32.92K

0.00%

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

31.01K

Mar 31, 22

+13.99K

0.00%

Tatro Capital, LLC

23.69K

Mar 31, 22

+11.60K

0.00%

PALLADIUM PARTNERS LLC

20.32K

Mar 31, 22

+10.16K

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

19.69K

Mar 31, 22

+9.49K

0.00%

Barrett Asset Management, LLC

17.72K

Mar 31, 22

+8.91K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

14.56K

Mar 31, 22

-2.27K

0.00%

People's United Financial, Inc.

10.35K

Mar 31, 22

-3.80K

0.00%

Midwest Wealth Management Inc.

7.21K

Mar 31, 22

+3.61K

0.00%

ELM ADVISORS, LLC

4.39K

Mar 31, 22

+2.19K

0.00%

Winfield Associates, Inc.

3.83K

Mar 31, 22

+1.92K

0.00%

Freedman Financial Associates, Inc.

2.96K

Mar 31, 22

+1.48K

0.00%

KINGS POINT CAPITAL MANAGEMENT

394

Mar 31, 22

-288

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

VIRIDIAN RIA, LLC

Mar 31, 22

-28.76K

QUEST CAPITAL MANAGEMENT INC /ADV

76.28K

Dec 31, 21

+61.83K

0.00%

Heritage Way Advisors, LLC

69.56K

Dec 31, 21

-2.26K

0.00%

Mosaic Family Wealth, LLC

36.73K

Dec 31, 21

-761

0.00%

Alley Co LLC

11.81K

Dec 31, 21

-225

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

3.57K

Dec 31, 21

+3.57K

0.00%

Pineno Levin & Ford Asset Management, Inc.

3.41K

Dec 31, 21

0.00%

Emery Howard Portfolio Management, Inc.

3.28K

Dec 31, 21

-3.33K

0.00%

REILLY FINANCIAL ADVISORS, LLC

2.17K

Dec 31, 21

+232

0.00%

JBJ Investment Partners, LLC

1.86K

Dec 31, 21

+1.86K

0.00%

Carroll Financial Associates, Inc.

1.02K

Dec 31, 21

-62.44K

0.00%

HawsGoodwin Investment Management LLC

Dec 31, 21

NEXT Financial Group, Inc

Dec 31, 21

-1.02K

INVESTMENT SECURITY GROUP INC /CO/ /ADV

965.69K

Sep 30, 21

-5.94K

0.04%

FIRST MERCANTILE TRUST CO

817.23K

Sep 30, 21

-156.55K

0.03%

Pacific Edge Advisors, LLC

680.38K

Sep 30, 21

+10.78K

0.03%

Filbrandt Wealth Management, LLC

469.86K

Sep 30, 21

+1.31K

0.02%

QCI ASSET MANAGEMENT INC/NY

209.70K

Sep 30, 21

+7.66K

0.01%

Homrich & Berg

203.13K

Sep 30, 21

-101

0.01%

Newport Wealth Strategies, Inc.

93.51K

Sep 30, 21

+4.28K

0.00%

MANAGED ACCOUNT SERVICES INC

61.08K

Sep 30, 21

-5.73K

0.00%

DeGreen Capital Management LLC

44.01K

Sep 30, 21

-11.46K

0.00%

Cardan Capital Partners, LLC

12.45K

Sep 30, 21

+12.45K

0.00%

Ameritas Investment Company, LLC

8.74K

Sep 30, 21

+3.94K

0.00%

Landsberg, Bennett, & Dubbaneh LLC

6.11K

Sep 30, 21

+20

0.00%

Hochman Cole Investment Advisors, Inc.

4.01K

Sep 30, 21

+115

0.00%

Berman Capital Advisors, LLC

977

Sep 30, 21

-410

0.00%

Harborview Advisors, LLC

Sep 30, 21

-8.51K

Sonora Investment Management, LLC

Sep 30, 21

-1.94K

QS Investors, LLC

1.85M

Jun 30, 21

-86.05K

0.07%

Financial Consulate Inc.

210.51K

Jun 30, 21

+210.51K

0.01%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

9.53K

Jun 30, 21

-360

0.00%

BADGLEY PHELPS & BELL INC

9.43K

Jun 30, 21

+300

0.00%

Treybourne Wealth Planners, Inc.

4.92K

Jun 30, 21

+4.92K

0.00%

Nachman Norwood & Parrott, Inc

3.65K

Jun 30, 21

0.00%

Allegiant Private Advisors, LLC

3.52K

Jun 30, 21

0.00%

Epstein & White Financial LLC

3.36K

Jun 30, 21

+3.36K

0.00%

Hoover Financial Advisors, Inc.

1.24K

Jun 30, 21

-520

0.00%

Pinnacle Advisory Group, Inc.

316.82K

Mar 31, 21

+26.88K

0.01%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

79.70K

Mar 31, 21

+91

0.00%

Paracle Advisors, LLC

11.09K

Mar 31, 21

0.00%

Wealthsimple US, Ltd.

4.03K

Mar 31, 21

-418

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

2.38K

Mar 31, 21

0.00%

Rikoon Group, LLC

2.15K

Mar 31, 21

+2.15K

0.00%

Lighthouse Financial Advisors, Inc.

Mar 31, 21

-455.29K

SVA Wealth Management, LLC

1.25M

Dec 31, 20

+145.85K

0.05%

CWH Capital Management, Inc.

20.98K

Dec 31, 20

-270

0.00%

Shone Asset Management LLC

17.82K

Dec 31, 20

-217

0.00%

OLD MISSION CAPITAL, LLC

6.40K

Dec 31, 20

+6.40K

0.00%

Reby Advisors, LLC

4.77K

Dec 31, 20

+4.77K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

4.13K

Dec 31, 20

+2.22K

0.00%

Private Wealth Advisors, Inc.

2.49K

Dec 31, 20

-28

0.00%

Wealthspire Advisors, L.P.

517.47K

Sep 30, 20

-35.51K

0.02%

Kavar Capital Partners, LLC

175.58K

Sep 30, 20

+6.94K

0.01%

First Allied Advisory Services, Inc.

52.30K

Sep 30, 20

-12.15K

0.00%

ETRADE Capital Management LLC

32.39K

Sep 30, 20

-888

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

6.43K

Sep 30, 20

-7.39K

0.00%

Blue Chip Wealth Management, Inc.

3.70K

Sep 30, 20

+19

0.00%

Independence Advisors, LLC

3.59K

Sep 30, 20

0.00%

Lucia Wealth Services, LLC

2.68K

Sep 30, 20

-344

0.00%

Stearns Financial Services Group

953

Sep 30, 20

0.00%

QUANTUM CAPITAL MANAGEMENT

581

Sep 30, 20

0.00%

Confluence Wealth Management LLC

Sep 30, 20

-33.11K

Partnervest Advisory Services LLC

Sep 30, 20

-3.07K

LifePlan Financial Group, Inc

Sep 30, 20

-1.16K

BRINKER CAPITAL INC

352.42K

Jun 30, 20

-26.42K

0.01%

InterOcean Capital, LLC

38.26K

Jun 30, 20

-2.13K

0.00%

Maxim Capital Management LLC

36.07K

Jun 30, 20

+44

0.00%

361 CAPITAL LLC

22.34K

Jun 30, 20

+2.12K

0.00%

Starfire Investment Advisers, Inc.

18.59K

Jun 30, 20

+20

0.00%

FRONTIER INVESTMENT MGMT CO

12.26K

Jun 30, 20

+4.72K

0.00%

TRUEWEALTH LLC

7.47K

Jun 30, 20

+30

0.00%

PagnatoKarp Partners LLC

40.72K

Mar 31, 20

-19.31K

0.00%

BOYS ARNOLD & CO INC

6.64K

Mar 31, 20

+675

0.00%

Fiduciary Trust Co International of Pennsylvania

4.00K

Mar 31, 20

-228.11K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.15M

Dec 31, 19

-34.67K

0.05%

CAPITAL ONE, NATIONAL ASSOCIATION

189.89K

Dec 31, 19

+189.89K

0.01%

Advisor Group, Inc.

36.59K

Dec 31, 19

+3.92K

0.00%

Beacon Pointe Wealth Advisors, LLC

24.30K

Dec 31, 19

+24.30K

0.00%

Quadrant Capital Management, LLC

3.79K

Dec 31, 19

+10

0.00%

BB&T SECURITIES, LLC

579.82K

Sep 30, 19

+5.19K

0.02%

Capital One Investing, Inc.

71.25K

Sep 30, 19

-10.95K

0.00%

Glacier Peak Capital LLC

46.81K

Sep 30, 19

+24.72K

0.00%

BOSTON ADVISORS LLC

4.62K

Sep 30, 19

+416

0.00%

MADISON INVESTMENT HOLDINGS INC

2.83K

Sep 30, 19

-4.67K

0.00%

Guidant Wealth Advisors

2.00K

Sep 30, 19

0.00%

MRA Associates USA LLC

323

Sep 30, 19

+323

0.00%

Delphi Private Advisors LLC

66.70K

Jun 30, 19

-2.96K

0.00%

Belvedere Advisors LLC

Jun 30, 19

-2.88K

AT Bancorp

1.89M

Mar 31, 19

-154.34K

0.08%

TD Ameritrade Trust Co

472.47K

Mar 31, 19

+16.36K

0.02%

Live Your Vision, LLC

258.38K

Mar 31, 19

+232.12K

0.01%

WealthTrust Fairport, LLC

53.15K

Mar 31, 19

+3.69K

0.00%

Alpha Quant Advisors, LLC

4.81K

Mar 31, 19

+60

0.00%

Weatherstone Capital Management

Mar 31, 19

-434.26K

Lattice Strategies LLC

Mar 31, 19

-5.21K

WealthTrust-Arizona, LLC

277.48K

Dec 31, 18

-11.21K

0.01%

Watermark Asset Management, Inc.

67.18K

Dec 31, 18

-3.45K

0.00%

Palo Capital, Inc.

41.20K

Dec 31, 18

+16.33K

0.00%

Clarfeld Financial Advisors, LLC

106

Dec 31, 18

+106

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

1.03M

Sep 30, 18

+50.27K

0.04%

Summit Equities Inc

13.25K

Sep 30, 18

+13.25K

0.00%

WEALTHFRONT Corp

9.13K

Sep 30, 18

+515

0.00%

Delta Dental Plan of Michigan, Inc.

340.49K

Jun 30, 18

0.01%

Edge Advisors, LLC

61.25K

Jun 30, 18

+2.22K

0.00%

DENVER INVESTMENT ADVISORS LLC

22.18K

Mar 31, 18

+185

0.00%

FinTrust Investment Advisory Services, LLC

4.58K

Mar 31, 18

-3.68K

0.00%

SII INVESTMENTS INC/WI

40.00K

Dec 31, 17

-134.63K

0.00%

GFS Private Wealth, LLC

24.61K

Dec 31, 17

+24.61K

0.00%

IFC Holdings Incorporated/FL

12.82K

Dec 31, 17

+46

0.00%

440 INVESTMENT GROUP, LLC

7.73K

Dec 31, 17

+7.73K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-6.17K

Threshold Group LLC

62.41K

Sep 30, 17

+1.75K

0.00%

APPROPRIATE BALANCE FINANCIAL SERVICES INC.

1.88K

Sep 30, 17

+104

0.00%

Concert Wealth Management Inc.

Sep 30, 17

-9.02K

Commonwealth Equity Services, Inc

42.12K

Jun 30, 17

-1.24K

0.00%

Geneva Advisors, LLC

8.75K

Jun 30, 17

+285

0.00%

Kernodle & Katon Asset Management Group, LLC

203.72K

Mar 31, 17

-14.35K

0.01%

Efficient Market Advisors, LLC

30.27K

Mar 31, 17

+343

0.00%

Integrated Wealth Management

12.65K

Mar 31, 17

+1.54K

0.00%

TIAA CREF TRUST CO FSB/MO

10.92K

Mar 31, 17

-500

0.00%

MSI Financial Services Inc

32.83K

Dec 31, 16

+664

0.00%

Stanford Investment Group, Inc.

12.42K

Dec 31, 16

+627

0.00%

VECTOR WEALTH MANAGEMENT, LLC

10.20K

Dec 31, 16

-202

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

118.88K

Sep 30, 16

+12.04K

0.00%

RETIREMENT DESIGN & MANAGEMENT INC /ADV

8.42K

Jun 30, 16

+45

0.00%

VSR Financial Services, Inc.

Jun 30, 16

-76.18K

Carnick & Kubik, LLC

21.14K

Mar 31, 16

0.00%

Hoxton Financial, Inc.

678

Mar 31, 16

+678

0.00%

ASPIRIANT HOLDINGS S3, LLC

237.57K

Dec 31, 15

+22.77K

0.01%

MID CONTINENT CAPITAL LLC/IL

14.48K

Sep 30, 15

+4.43K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

13.68K

Sep 30, 15

-6.31K

0.00%

STANCORP INVESTMENT ADVISERS INC

5.70K

Mar 31, 15

-182

0.00%

FOUNDERS BANK & TRUST

425

Dec 31, 14

0.00%

Placemark Investments, Inc.

Dec 31, 14

-13.47K

UBS AG

35.87K

Sep 30, 14

-72.13K

0.00%

COMMUNITY BANK SYSTEM, INC.

3.27K

Sep 30, 14

+3.27K

0.00%

Long Wharf Investors, Inc.

5.88K

Jun 30, 14

+1.12K

0.00%