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SCHX(SCHX)

SCHX

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Holder

Date

Change

% Held

US BANCORP \DE\

172.22M

Jun 30, 26

+27.15M

7.07%

Creative Planning

81.51M

Jun 30, 26

-756.22K

3.35%

MONETA GROUP INVESTMENT ADVISORS LLC

38.70M

Jun 30, 26

+1.33M

1.59%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

37.82M

Jun 30, 26

+3.01M

1.55%

HBK Sorce Advisory LLC

35.21M

Jun 30, 26

+330.81K

1.45%

SEI INVESTMENTS CO

32.30M

Jun 30, 26

-229.42K

1.33%

Betterment LLC

28.63M

Jun 30, 26

+27.91K

1.18%

SAGE FINANCIAL GROUP INC

23.00M

Jun 30, 26

-106.45K

0.94%

CAPTRUST FINANCIAL ADVISORS

20.36M

Jun 30, 26

+179.59K

0.84%

Diversified Enterprises, LLC

18.82M

Jun 30, 26

+631.30K

0.77%

Cerity Partners LLC

18.50M

Jun 30, 26

-680.81K

0.76%

HighTower Advisors, LLC

13.95M

Jun 30, 26

-55.71K

0.57%

Koss-Olinger Consulting, LLC

12.81M

Jun 30, 26

+2.32M

0.53%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.23M

Jun 30, 26

+221.50K

0.46%

McAdam, LLC

10.92M

Jun 30, 26

+755.76K

0.45%

BANK OF AMERICA CORP /DE/

10.43M

Jun 30, 26

+353.02K

0.43%

Mariner, LLC

10.31M

Jun 30, 26

-68.05K

0.42%

Norinchukin Bank, The

10.18M

Jun 30, 26

0.42%

UBS Group AG

9.98M

Jun 30, 26

+430.18K

0.41%

MERCER GLOBAL ADVISORS INC /ADV

9.67M

Jun 30, 26

-257.80K

0.40%

MORGAN STANLEY

8.85M

Jun 30, 26

+241.00K

0.36%

Prime Capital Investment Advisors, LLC

8.70M

Jun 30, 26

-195.75K

0.36%

LPL Financial LLC

8.56M

Jun 30, 26

+1.02M

0.35%

Fund Evaluation Group, LLC

8.41M

Jun 30, 26

-869.00K

0.35%

JMG Financial Group, Ltd.

8.33M

Jun 30, 26

+817

0.34%

Kohmann Bosshard Financial Services, LLC

7.90M

Jun 30, 26

+321.71K

0.32%

VANTAGEPOINT INVESTMENT ADVISERS LLC

7.33M

Jun 30, 26

-124.73K

0.30%

ASSETMARK, INC

6.63M

Jun 30, 26

+109.72K

0.27%

CI Private Wealth, LLC

6.46M

Jun 30, 26

-269.19K

0.27%

Farther Finance Advisors, LLC

5.94M

Jun 30, 26

+1.01M

0.24%

JOHNSON INVESTMENT COUNSEL INC

5.49M

Jun 30, 26

+358.13K

0.23%

Apriem Advisors

5.42M

Jun 30, 26

-213.21K

0.22%

Northwest Quadrant Wealth Management, LLC

5.37M

Jun 30, 26

+71.28K

0.22%

FINANCIAL CONSULATE, INC

5.27M

Jun 30, 26

+74.80K

0.22%

Savant Capital, LLC

5.05M

Jun 30, 26

+2.55M

0.21%

BlueSky Wealth Advisors, LLC

4.85M

Jun 30, 26

-32.03K

0.20%

Orgel Wealth Management, LLC

4.66M

Jun 30, 26

-32.48K

0.19%

JONES FINANCIAL COMPANIES LLLP

4.52M

Jun 30, 26

+1.17M

0.19%

AQR CAPITAL MANAGEMENT LLC

4.52M

Jun 30, 26

+528.19K

0.19%

Integrated Wealth Concepts LLC

4.40M

Jun 30, 26

+912.59K

0.18%

ENVESTNET ASSET MANAGEMENT INC

4.32M

Jun 30, 26

+162.72K

0.18%

Charles Schwab Trust Co

4.24M

Jun 30, 26

+77.95K

0.17%

BlackRock, Inc.

4.23M

Jun 30, 26

+1.04M

0.17%

EVERMAY WEALTH MANAGEMENT LLC

4.14M

Jun 30, 26

-233.95K

0.17%

Steele Capital Management, Inc.

4.11M

Jun 30, 26

+27.22K

0.17%

FSA Investment Group, LLC

4.06M

Jun 30, 26

+259.10K

0.17%

GREENWOOD GEARHART INC

3.71M

Jun 30, 26

+188.30K

0.15%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

3.70M

Jun 30, 26

+700.59K

0.15%

Meridian Wealth Partners, LLC

3.57M

Jun 30, 26

+66.91K

0.15%

ADVISOR GROUP HOLDINGS, INC.

3.51M

Jun 30, 26

+186.28K

0.14%

JPMORGAN CHASE & CO

3.44M

Jun 30, 26

+564.42K

0.14%

SIMS INVESTMENT MANAGEMENT, LLC

3.35M

Jun 30, 26

+43.81K

0.14%

Colony Group, LLC

3.33M

Jun 30, 26

+125.60K

0.14%

CHOREO, LLC

3.30M

Jun 30, 26

-35.86K

0.14%

HB Wealth Management, LLC

3.15M

Jun 30, 26

+78.92K

0.13%

EP Wealth Advisors, LLC

3.14M

Jun 30, 26

-42.77K

0.13%

RMB Capital Management, LLC

3.12M

Jun 30, 26

-510.37K

0.13%

Aptus Capital Advisors, LLC

2.92M

Jun 30, 26

+83.11K

0.12%

AMERIPRISE FINANCIAL INC

2.88M

Jun 30, 26

-121.07K

0.12%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.85M

Jun 30, 26

+77.45K

0.12%

Wealthspire Advisors, LLC

2.84M

Jun 30, 26

+17.86K

0.12%

Cambridge Investment Research Advisors, Inc.

2.84M

Jun 30, 26

+10.96K

0.12%

Cresset Asset Management, LLC

2.81M

Jun 30, 26

+4.81K

0.12%

Baker Avenue Asset Management, LP

2.68M

Jun 30, 26

-44.85K

0.11%

Standpoint Asset Management, LLC

2.56M

Jun 30, 26

0.11%

NewSquare Capital LLC

2.45M

Jun 30, 26

+96.27K

0.10%

CacheTech Inc.

2.42M

Jun 30, 26

+160.99K

0.10%

Berger Financial Group, Inc

2.33M

Jun 30, 26

-39.98K

0.10%

Alliance Wealth Management Group

2.22M

Jun 30, 26

+46.36K

0.09%

Towercrest Capital Management

2.22M

Jun 30, 26

+46.36K

0.09%

Adams Wealth Management

2.21M

Jun 30, 26

+97.43K

0.09%

Legacy Wealth Management, Inc

2.16M

Jun 30, 26

-124.96K

0.09%

VALLEY NATIONAL ADVISERS INC

2.11M

Jun 30, 26

+65.06K

0.09%

McGlone Suttner Wealth Management, Inc.

2.10M

Jun 30, 26

+3.72K

0.09%

SigFig Wealth Management, LLC

2.09M

Jun 30, 26

+257.96K

0.09%

Bangor Savings Bank

2.08M

Jun 30, 26

-343.17K

0.09%

Financial Management Professionals, Inc.

2.06M

Jun 30, 26

-175.22K

0.08%

Modern Wealth Management, LLC

2.06M

Jun 30, 26

-33.81K

0.08%

ROYAL BANK OF CANADA

1.98M

Jun 30, 26

+54.27K

0.08%

Scarborough Advisors, LLC

1.94M

Jun 30, 26

-420.49K

0.08%

Chicago Partners Investment Group LLC

1.93M

Jun 30, 26

+91.71K

0.08%

Red Door Wealth Management, LLC

1.92M

Jun 30, 26

-11.63K

0.08%

WELLS FARGO & COMPANY/MN

1.89M

Jun 30, 26

-206.88K

0.08%

Bleakley Financial Group, LLC

1.89M

Jun 30, 26

-21.09K

0.08%

IMA Wealth, Inc.

1.87M

Jun 30, 26

+17.16K

0.08%

APPLETON PARTNERS INC/MA

1.86M

Jun 30, 26

+16.24K

0.08%

Visionary Wealth Advisors

1.85M

Jun 30, 26

+22.43K

0.08%

RKL Wealth Management LLC

1.84M

Jun 30, 26

-22.64K

0.08%

HARBOUR INVESTMENTS, INC.

1.82M

Jun 30, 26

+38.29K

0.07%

Quantinno Capital Management LP

1.81M

Jun 30, 26

+136.28K

0.07%

Richardson Capital Management LLC

1.79M

Jun 30, 26

-4.41K

0.07%

KAVAR CAPITAL PARTNERS GROUP, LLC

1.77M

Jun 30, 26

+51.61K

0.07%

Courage Miller Partners, LLC

1.73M

Jun 30, 26

-3.98K

0.07%

Cetera Investment Advisers

1.70M

Jun 30, 26

+106.14K

0.07%

Pensionmark Financial Group, LLC

1.65M

Jun 30, 26

-482

0.07%

FIDELIS iM, LLC

1.62M

Jun 30, 26

+31.87K

0.07%

FORTRESS FINANCIAL GROUP, LLC

1.61M

Jun 30, 26

+1.61M

0.07%

Fortis Capital Management LLC

1.58M

Jun 30, 26

+77.19K

0.07%

GOLDMAN SACHS GROUP INC

1.58M

Jun 30, 26

+456.44K

0.06%

Ascension Capital Advisors, Inc.

1.56M

Jun 30, 26

-7.61K

0.06%

Newman Dignan & Sheerar, Inc.

1.56M

Jun 30, 26

-429

0.06%

FMR LLC

1.56M

Jun 30, 26

+80.25K

0.06%

RAYMOND JAMES FINANCIAL INC

1.48M

Jun 30, 26

-244.93K

0.06%

Waverly Advisors, LLC

1.47M

Jun 30, 26

-34.24K

0.06%

Matrix Trust Co

1.46M

Jun 30, 26

+12.08K

0.06%

BRYN MAWR TRUST Co

1.46M

Jun 30, 26

-37.73K

0.06%

D.B. Root & Company, LLC

1.45M

Jun 30, 26

-21.07K

0.06%

Foster Victor Wealth Advisors, LLC

1.43M

Jun 30, 26

+152.32K

0.06%

Schneider Downs Wealth Management Advisors, LP

1.43M

Jun 30, 26

+6.68K

0.06%

VALICENTI ADVISORY SERVICES INC

1.43M

Jun 30, 26

+20.08K

0.06%

MORRIS FINANCIAL CONCEPTS, INC.

1.42M

Jun 30, 26

-43.56K

0.06%

Pinkerton Retirement Specialists, LLC

1.42M

Jun 30, 26

+14.72K

0.06%

Ashton Thomas Private Wealth, LLC

1.42M

Jun 30, 26

+864

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

1.41M

Jun 30, 26

-44.68K

0.06%

ACCESS FINANCIAL SERVICES, INC.

1.41M

Jun 30, 26

-19.48K

0.06%

Sequoia Financial Advisors, LLC

1.38M

Jun 30, 26

-28.94K

0.06%

Modera Wealth Management, LLC

1.38M

Jun 30, 26

-71.52K

0.06%

Sherwood Financial Partners, LLC

1.37M

Jun 30, 26

-3.16K

0.06%

Dynamic Advisor Solutions LLC

1.35M

Jun 30, 26

+72.93K

0.06%

Main Street Financial Solutions, LLC

1.33M

Jun 30, 26

+26.15K

0.05%

St. Louis Trust Co

1.33M

Jun 30, 26

+4.18K

0.05%

Perigon Wealth Management, LLC

1.32M

Jun 30, 26

+112.45K

0.05%

Belpointe Asset Management LLC

1.31M

Jun 30, 26

-31.77K

0.05%

Ashford Advisors, LLC

1.30M

Jun 30, 26

-29.81K

0.05%

MAI Capital Management

1.28M

Jun 30, 26

+51.18K

0.05%

Gleason Group, Inc.

1.26M

Jun 30, 26

+7.62K

0.05%

BALLAST ADVISORS LLC

1.26M

Jun 30, 26

-75.53K

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

1.25M

Jun 30, 26

-647.72K

0.05%

FPC INVESTMENT ADVISORY, INC.

1.24M

Jun 30, 26

+30.21K

0.05%

Fortis Capital Advisors, LLC

1.24M

Jun 30, 26

-33.61K

0.05%

HRC WEALTH MANAGEMENT, LLC

1.24M

Jun 30, 26

-13.14K

0.05%

STIFEL FINANCIAL CORP

1.22M

Jun 30, 26

+4.00K

0.05%

Cornerstone Wealth Group, LLC

1.20M

Jun 30, 26

-24.14K

0.05%

Powers Advisory Group, LLC

1.20M

Jun 30, 26

-5.70K

0.05%

Christensen, King & Associates Investment Services, Inc.

1.14M

Jun 30, 26

-6.82K

0.05%

Resources Investment Advisors, LLC.

1.14M

Jun 30, 26

+12.37K

0.05%

Gordian Advisors LLC

1.10M

Jun 30, 26

-4.66K

0.05%

Embree Financial Group

1.08M

Jun 30, 26

-185.36K

0.04%

Provident Wealth Management, LLC

1.07M

Jun 30, 26

-13.32K

0.04%

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

1.05M

Jun 30, 26

+843

0.04%

Ethos Financial Group, LLC

1.05M

Jun 30, 26

-195.81K

0.04%

Csenge Advisory Group

1.04M

Jun 30, 26

-87.86K

0.04%

Kelman-Lazarov, Inc.

1.02M

Jun 30, 26

-9.16K

0.04%

St. Johns Investment Management Company, LLC

1.00M

Jun 30, 26

-21.55K

0.04%

Milestone Investment Advisors LLC

1.00M

Jun 30, 26

-7.17K

0.04%

Athena Investment Management

979.87K

Jun 30, 26

-326.96K

0.04%

Destination Wealth Management

975.92K

Jun 30, 26

-68.00K

0.04%

Clearwater Capital Advisors, LLC

971.61K

Jun 30, 26

+13.30K

0.04%

SALEM INVESTMENT COUNSELORS INC

957.48K

Jun 30, 26

+17.42K

0.04%

Sage Financial Management Group, Inc.

950.60K

Jun 30, 26

-2.22K

0.04%

Essex LLC

946.41K

Jun 30, 26

+7.72K

0.04%

GEN Financial Management, INC.

936.35K

Jun 30, 26

+5.24K

0.04%

Summit Financial, LLC

934.82K

Jun 30, 26

+166.55K

0.04%

Allworth Financial LP

925.28K

Jun 30, 26

-7.63K

0.04%

MANCHESTER FINANCIAL INC

904.48K

Jun 30, 26

-53.32K

0.04%

Lutz Financial Services LLC

902.15K

Jun 30, 26

+11.35K

0.04%

Sound View Wealth Advisors Group, LLC

899.80K

Jun 30, 26

-17.90K

0.04%

LOWE BROCKENBROUGH & CO INC

881.01K

Jun 30, 26

-45.41K

0.04%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

879.41K

Jun 30, 26

+11.01K

0.04%

Bell Investment Advisors, Inc

866.85K

Jun 30, 26

-34.56K

0.04%

Ancora Advisors, LLC

842.58K

Jun 30, 26

-43.22K

0.03%

Brinker Capital Investments, LLC

836.97K

Jun 30, 26

-13.76K

0.03%

WBH ADVISORY INC

835.38K

Jun 30, 26

+19.59K

0.03%

Sprinkle Financial Consultants LLC

826.26K

Jun 30, 26

-4.93K

0.03%

Canal Capital Management, LLC

825.70K

Jun 30, 26

+10.54K

0.03%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

817.49K

Jun 30, 26

-15.39K

0.03%

White & Co Financial Planning Inc

815.68K

Jun 30, 26

+7.29K

0.03%

SNS Financial Group, LLC

812.25K

Jun 30, 26

+255.94K

0.03%

Abound Wealth Management

808.08K

Jun 30, 26

+8.80K

0.03%

MFA WEALTH ADVISORS, LLC

806.14K

Jun 30, 26

+34.12K

0.03%

MISSION WEALTH MANAGEMENT, LP

795.36K

Jun 30, 26

+447.73K

0.03%

Koesten, Hirschmann & Crabtree, INC.

794.51K

Jun 30, 26

-11.20K

0.03%

RENAISSANCE TECHNOLOGIES LLC

787.20K

Jun 30, 26

+701.90K

0.03%

Black Diamond Financial, LLC

783.75K

Jun 30, 26

-3.78K

0.03%

Investors Research Corp

780.94K

Jun 30, 26

+32.90K

0.03%

B & T Capital Management DBA Alpha Capital Management

779.64K

Jun 30, 26

-12.44K

0.03%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

778.61K

Jun 30, 26

+14.91K

0.03%

HENGEHOLD CAPITAL MANAGEMENT LLC

776.44K

Jun 30, 26

-1.42K

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

775.11K

Jun 30, 26

-40.70K

0.03%

Gladstone Institutional Advisory LLC

773.67K

Jun 30, 26

-5.19K

0.03%

Family Legacy Financial Solutions, LLC

759.65K

Jun 30, 26

+34.25K

0.03%

TRUIST FINANCIAL CORP

759.47K

Jun 30, 26

+494

0.03%

IFP Advisors, Inc

756.57K

Jun 30, 26

+43.58K

0.03%

Tortoise Investment Management, LLC

737.66K

Jun 30, 26

-8.24K

0.03%

MCF Advisors LLC

734.78K

Jun 30, 26

-2.44K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

724.51K

Jun 30, 26

+79

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

723.10K

Jun 30, 26

+492

0.03%

STEVENS CAPITAL PARTNERS

713.46K

Jun 30, 26

+47.35K

0.03%

MONEYWISE, INC.

712.62K

Jun 30, 26

+3.03K

0.03%

Merit Financial Group, LLC

705.25K

Jun 30, 26

-43.95K

0.03%

Cornerstone Planning, LLC

685.04K

Jun 30, 26

-6.21K

0.03%

BCS Wealth Management

679.09K

Jun 30, 26

+658

0.03%

MML INVESTORS SERVICES, LLC

675.88K

Jun 30, 26

+211.93K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

671.66K

Jun 30, 26

-13.43K

0.03%

Sanctuary Advisors, LLC

665.81K

Jun 30, 26

-59.72K

0.03%

Rockefeller Capital Management L.P.

665.05K

Jun 30, 26

-17.33K

0.03%

L2 Asset Management, LLC

659.73K

Jun 30, 26

-653.95K

0.03%

Winthrop Capital Management, LLC

657.61K

Jun 30, 26

-856

0.03%

RED CEDAR INVESTMENT MANAGEMENT, LLC

656.46K

Jun 30, 26

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

655.17K

Jun 30, 26

-6.91K

0.03%

Redhawk Wealth Advisors, Inc.

633.29K

Jun 30, 26

+71.80K

0.03%

Jacobi Capital Management LLC

630.97K

Jun 30, 26

-27.66K

0.03%

NATIONAL BANK OF CANADA /FI/

629.52K

Jun 30, 26

+629.52K

0.03%

NORTHERN TRUST CORP

620.59K

Jun 30, 26

+1.54K

0.03%

Truepoint, Inc.

620.57K

Jun 30, 26

-224.93K

0.03%

Focus Financial Network, Inc.

611.09K

Jun 30, 26

-2.27K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

609.65K

Jun 30, 26

+609.65K

0.03%

Trinity Legacy Partners, LLC

599.76K

Jun 30, 26

-17.22K

0.02%

Wilkins Miller Wealth Management, LLC

592.43K

Jun 30, 26

-1.92K

0.02%

Almanack Investment Partners, LLC.

581.40K

Jun 30, 26

-275.32K

0.02%

Leverty Financial Group, LLC

576.55K

Jun 30, 26

+14.04K

0.02%

Blackhawk Capital Partners LLC.

575.23K

Jun 30, 26

+531.76K

0.02%

MinichMacGregor Wealth Management, LLC

574.59K

Jun 30, 26

+4.63K

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

557.92K

Jun 30, 26

+5.91K

0.02%

Savvy Advisors, Inc.

551.25K

Jun 30, 26

+45

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

550.78K

Jun 30, 26

+4.12K

0.02%

CoreCap Advisors, LLC

542.53K

Jun 30, 26

+24.36K

0.02%

Caprock Group, LLC

530.92K

Jun 30, 26

+11.74K

0.02%

Allen Capital Group, LLC

530.43K

Jun 30, 26

+28.39K

0.02%

May Barnhard Investments LLC

520.83K

Jun 30, 26

-5.78K

0.02%

Vise Technologies, Inc.

515.19K

Jun 30, 26

+13.38K

0.02%

Sigma Planning Corp

507.75K

Jun 30, 26

-15.20K

0.02%

HANTZ FINANCIAL SERVICES, INC.

502.78K

Jun 30, 26

+60.04K

0.02%

Summit Financial Consulting LLC

502.68K

Jun 30, 26

-209.99K

0.02%

ARCADIA INVESTMENT ADVISORS LLC

499.22K

Jun 30, 26

-5.20K

0.02%

CVA Family Office, LLC

498.02K

Jun 30, 26

-13.87K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

490.61K

Jun 30, 26

+19.52K

0.02%

Elite Life Management LLC

480.52K

Jun 30, 26

-1.92K

0.02%

KEYVANTAGE WEALTH, LLC

474.75K

Jun 30, 26

+8.38K

0.02%

American Money Management, LLC

473.16K

Jun 30, 26

+8.11K

0.02%

G2 CAPITAL MANAGEMENT, LLC / OH

467.68K

Jun 30, 26

0.02%

Global Endowment Management, LP

465.80K

Jun 30, 26

+77.85K

0.02%

GRIMES & COMPANY, INC.

463.01K

Jun 30, 26

+71.83K

0.02%

IHT Wealth Management, LLC

457.93K

Jun 30, 26

+12.02K

0.02%

Enclave Advisors LLC

456.69K

Jun 30, 26

+1.99K

0.02%

Tradewinds Capital Management, LLC

454.03K

Jun 30, 26

+42.80K

0.02%

Strategic Equity Management

452.69K

Jun 30, 26

-58.46K

0.02%

IEQ CAPITAL, LLC

446.77K

Jun 30, 26

+35.87K

0.02%

Morling Financial Advisors, LLC

445.65K

Jun 30, 26

-411

0.02%

PFG Advisors

437.21K

Jun 30, 26

+28.52K

0.02%

CAP Partners, LLC

435.40K

Jun 30, 26

+18.39K

0.02%

Brand Asset Management Group, Inc.

435.33K

Jun 30, 26

-5.20K

0.02%

Farrell Financial LLC

433.18K

Jun 30, 26

+436

0.02%

Apollon Wealth Management, LLC

431.50K

Jun 30, 26

+54.16K

0.02%

Strategic Family Wealth Counselors, L.L.C.

429.37K

Jun 30, 26

+1.32K

0.02%

SRS Capital Advisors, Inc.

427.52K

Jun 30, 26

+353.67K

0.02%

Avidian Wealth Solutions, LLC

423.23K

Jun 30, 26

+106

0.02%

Guardian Financial Partners, LLC

420.49K

Jun 30, 26

-3.75K

0.02%

LongView Wealth Management

418.24K

Jun 30, 26

+138

0.02%

NewEdge Advisors, LLC

416.79K

Jun 30, 26

+10.54K

0.02%

COOPER/HAIMS ADVISORS, LLC

414.07K

Jun 30, 26

-7.68K

0.02%

SCS Capital Management LLC

413.83K

Jun 30, 26

-46.64K

0.02%

Revolve Wealth Partners, LLC

412.38K

Jun 30, 26

-1.25K

0.02%

Envision Financial LLC

411.70K

Jun 30, 26

-69.89K

0.02%

United Advisor Group, LLC

407.17K

Jun 30, 26

-2.19K

0.02%

Mission Creek Capital Partners, Inc.

406.76K

Jun 30, 26

+163.75K

0.02%

MBA Advisors LLC

402.30K

Jun 30, 26

-3.17K

0.02%

K2 Financial Inc.

401.94K

Jun 30, 26

-3.53K

0.02%

ZRC WEALTH MANAGEMENT, LLC

392.96K

Jun 30, 26

-11.14K

0.02%

Balance Wealth, LLC

386.17K

Jun 30, 26

+3.92K

0.02%

Grant Street Asset Management, Inc.

383.40K

Jun 30, 26

-1.55K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

377.76K

Jun 30, 26

+208.16K

0.02%

Aprio Wealth Management, LLC

371.23K

Jun 30, 26

+320.26K

0.02%

NorthRock Partners, LLC

371.16K

Jun 30, 26

-32.00K

0.02%

R. W. Roge & Company, Inc.

369.14K

Jun 30, 26

-853

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

367.83K

Jun 30, 26

+11.55K

0.02%

Legacy Private Trust Co.

360.72K

Jun 30, 26

-548

0.01%

Wealthcare Advisory Partners LLC

360.46K

Jun 30, 26

-28.14K

0.01%

AlphaCore Capital LLC

359.22K

Jun 30, 26

+18.94K

0.01%

Attessa Capital LLC

356.61K

Jun 30, 26

-5.50K

0.01%

Walkner Condon Financial Advisors LLC

353.56K

Jun 30, 26

+17.47K

0.01%

Consilium Wealth Advisory, LLC

353.16K

Jun 30, 26

+17.95K

0.01%

RTD Financial Advisors, Inc.

352.57K

Jun 30, 26

-1.70K

0.01%

Lee Financial Co

340.80K

Jun 30, 26

-3.82K

0.01%

VSM Wealth Advisory, LLC

340.70K

Jun 30, 26

+2.26K

0.01%

Asset Dedication, LLC

339.92K

Jun 30, 26

-21.16K

0.01%

Compass Financial Group, INC/SD

338.50K

Jun 30, 26

+240.50K

0.01%

Element Wealth, LLC

333.90K

Jun 30, 26

-1.19K

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

332.72K

Jun 30, 26

+14.68K

0.01%

PLANNING ALTERNATIVES LTD /ADV

328.09K

Jun 30, 26

-14.21K

0.01%

Oakwell Private Wealth Management, LLC

326.20K

Jun 30, 26

-1.06K

0.01%

Lido Advisors, LLC

321.28K

Jun 30, 26

-42.42K

0.01%

Circle Wealth Management, LLC

310.30K

Jun 30, 26

0.01%

Farnam Financial LLC

305.29K

Jun 30, 26

-59.60K

0.01%

Leisure Capital Management

304.89K

Jun 30, 26

-274.06K

0.01%

Gradient Investments LLC

304.50K

Jun 30, 26

-37.85K

0.01%

Johnson Financial Group, LLC

303.90K

Jun 30, 26

+52

0.01%

BIP Wealth, LLC

303.14K

Jun 30, 26

+282.62K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

300.94K

Jun 30, 26

-4.25K

0.01%

Ignite Planners, LLC

295.28K

Jun 30, 26

+18.04K

0.01%

MBL Wealth, LLC

293.67K

Jun 30, 26

-5.16K

0.01%

Nicollet Investment Management, Inc.

292.88K

Jun 30, 26

0.01%

Advisory Services Network, LLC

292.53K

Jun 30, 26

-41.11K

0.01%

Tempus Wealth Planning, LLC

290.41K

Jun 30, 26

+13.93K

0.01%

VAN STRUM & TOWNE INC.

289.44K

Jun 30, 26

+28.61K

0.01%

AMI INVESTMENT MANAGEMENT INC

284.72K

Jun 30, 26

-4.93K

0.01%

SENTINEL PENSION ADVISORS INC

283.82K

Jun 30, 26

+8.77K

0.01%

Arcataur Capital Management LLC

283.74K

Jun 30, 26

-3.16K

0.01%

Barden Capital Management, Inc.

282.95K

Jun 30, 26

+1.12K

0.01%

Curbstone Financial Management Corp

280.70K

Jun 30, 26

+1.90K

0.01%

SWS Partners

277.44K

Jun 30, 26

-1.00K

0.01%

Triangle Securities Wealth Management

277.34K

Jun 30, 26

+8.69K

0.01%

SEGALL BRYANT & HAMILL, LLC

276.55K

Jun 30, 26

0.01%

Harbor Group, Inc.

275.79K

Jun 30, 26

-1.35K

0.01%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

273.64K

Jun 30, 26

+2.72K

0.01%

Financial Synergies Wealth Advisors, Inc.

272.93K

Jun 30, 26

-18.72K

0.01%

ARBOR TRUST WEALTH ADVISORS, LLC

272.84K

Jun 30, 26

-1.23K

0.01%

GPM Growth Investors, Inc.

267.31K

Jun 30, 26

-27.50K

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

266.66K

Jun 30, 26

+8.67K

0.01%

Balboa Wealth Partners

266.63K

Jun 30, 26

+207.70K

0.01%

Blueprint Investment Partners LLC

265.72K

Jun 30, 26

+27.39K

0.01%

Rosenberg Matthew Hamilton

265.49K

Jun 30, 26

-7.53K

0.01%

NATIXIS ADVISORS, L.P.

264.76K

Jun 30, 26

+7.51K

0.01%

CAHILL FINANCIAL ADVISORS INC

264.71K

Jun 30, 26

-4.78K

0.01%

Van Cleef Asset Management,Inc

264.61K

Jun 30, 26

+3.89K

0.01%

J.W. COLE ADVISORS, INC.

263.30K

Jun 30, 26

+263.30K

0.01%

Paradigm Financial Partners, LLC

263.01K

Jun 30, 26

+125.09K

0.01%

Foundations Investment Advisors, LLC

262.61K

Jun 30, 26

+34.09K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

260.59K

Jun 30, 26

+910

0.01%

Gradient Capital Advisors, LLC

259.82K

Jun 30, 26

-1.35K

0.01%

SFMG, LLC

257.32K

Jun 30, 26

-2.25K

0.01%

Santori & Peters, Inc.

256.38K

Jun 30, 26

-201

0.01%

CASTLE WEALTH MANAGEMENT LLC

254.68K

Jun 30, 26

-8.78K

0.01%

BLAIR WILLIAM & CO/IL

253.19K

Jun 30, 26

+16.38K

0.01%

Somerset Group LLC

252.94K

Jun 30, 26

+8.04K

0.01%

Krilogy Financial LLC

251.88K

Jun 30, 26

+3.96K

0.01%

KLINGENSTEIN FIELDS & CO LP

251.28K

Jun 30, 26

+2.29K

0.01%

Sage Mountain Advisors LLC

249.84K

Jun 30, 26

0.01%

Madden Advisory Services, Inc.

246.44K

Jun 30, 26

-9.13K

0.01%

WealthPlan Investment Management, LLC

245.24K

Jun 30, 26

-950

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

244.37K

Jun 30, 26

+4.01K

0.01%

Mutual Advisors, LLC

239.79K

Jun 30, 26

+1.96K

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

238.84K

Jun 30, 26

-11.68K

0.01%

Western Wealth Management, LLC

238.73K

Jun 30, 26

-10.31K

0.01%

LEGACY FINANCIAL GROUP, INC.

237.28K

Jun 30, 26

-4.04K

0.01%

Bank of New York Mellon Corp

236.22K

Jun 30, 26

-49.62K

0.01%

Benson Investment Management Company, Inc.

230.40K

Jun 30, 26

+79.60K

0.01%

YHB Investment Advisors, Inc.

229.35K

Jun 30, 26

+13.83K

0.01%

Kestra Advisory Services, LLC

225.97K

Jun 30, 26

-61.42K

0.01%

Windsor Advisory Group, LLC

225.20K

Jun 30, 26

0.01%

Pathstone Holdings, LLC

224.09K

Jun 30, 26

+19.68K

0.01%

Mengis Capital Management, Inc.

223.91K

Jun 30, 26

+16.59K

0.01%

Sentinus, LLC

221.54K

Jun 30, 26

+271

0.01%

Eagle Capital Management, LLC

221.25K

Jun 30, 26

+1.89K

0.01%

Cornerstone Wealth Advisors, Inc.

220.94K

Jun 30, 26

-4.01K

0.01%

CITIGROUP INC

220.54K

Jun 30, 26

-224

0.01%

FLOYD FINANCIAL GROUP LLC

220.41K

Jun 30, 26

-27.28K

0.01%

True North Advisors, LLC

216.57K

Jun 30, 26

-3.77K

0.01%

Valmark Advisers, Inc.

216.56K

Jun 30, 26

+39

0.01%

CATHY PARETO & ASSOCIATES, INC

215.65K

Jun 30, 26

+29.17K

0.01%

Raine Group LLC

215.17K

Jun 30, 26

-76.61K

0.01%

BAILARD, INC.

212.47K

Jun 30, 26

-1.30K

0.01%

Thrive Wealth Management, LLC

206.41K

Jun 30, 26

-1.23K

0.01%

BRIGHTON JONES LLC

206.04K

Jun 30, 26

-10.34K

0.01%

Concurrent Investment Advisors, LLC

202.00K

Jun 30, 26

-96.99K

0.01%

COMMERCE BANK

200.41K

Jun 30, 26

+1.17K

0.01%

Elmwood Wealth Management, Inc.

198.52K

Jun 30, 26

+4.41K

0.01%

Omega Financial Group, LLC

198.18K

Jun 30, 26

-108

0.01%

SAWGRASS ASSET MANAGEMENT LLC

197.36K

Jun 30, 26

+1.67K

0.01%

Vanguard Personalized Indexing Management, LLC

196.80K

Jun 30, 26

-3.91K

0.01%

Montis Financial, LLC

196.71K

Jun 30, 26

-150

0.01%

TD PRIVATE CLIENT WEALTH LLC

194.92K

Jun 30, 26

+1.33K

0.01%

ASPIRIANT, LLC

194.66K

Jun 30, 26

+281

0.01%

Ring Mountain Capital, LLC

192.24K

Jun 30, 26

+599

0.01%

Atria Investments, Inc

187.53K

Jun 30, 26

+8.22K

0.01%

Seros Financial, LLC

186.67K

Jun 30, 26

+25.05K

0.01%

Stratos Wealth Partners, LTD.

183.91K

Jun 30, 26

-1.90K

0.01%

DAVIDSON TRUST CO

182.34K

Jun 30, 26

-6.70K

0.01%

ASSET PLANNING SERVICES INC /LA/ /ADV

181.71K

Jun 30, 26

-4.79K

0.01%

Adviser Investments LLC

181.53K

Jun 30, 26

+24.86K

0.01%

Code Waechter LLC

178.80K

Jun 30, 26

+2.63K

0.01%

MUIRFIELD WEALTH ADVISORS LLC

176.39K

Jun 30, 26

-2.94K

0.01%

Brookstone Capital Management

174.97K

Jun 30, 26

+18.79K

0.01%

Bigelow Investment Advisors, LLC

174.56K

Jun 30, 26

-2.35K

0.01%

Janney Montgomery Scott LLC

174.46K

Jun 30, 26

+3.71K

0.01%

Winthrop Advisory Group LLC

170.65K

Jun 30, 26

-3.10K

0.01%

GODSEY & GIBB, INC

170.38K

Jun 30, 26

+6.59K

0.01%

Peak Financial Management, Inc.

168.84K

Jun 30, 26

-240

0.01%

Phil A. Younker & Associates, Ltd.

168.40K

Jun 30, 26

+31.65K

0.01%

Creekside Partners

168.29K

Jun 30, 26

+326

0.01%

Asset Management Group, Inc.

168.01K

Jun 30, 26

-521

0.01%

NFP Retirement, Inc.

167.93K

Jun 30, 26

-32.03K

0.01%

Waterloo Capital, L.P.

167.22K

Jun 30, 26

-246

0.01%

Peachtree Investment Partners, LLC

166.61K

Jun 30, 26

+16.90K

0.01%

HANSEATIC MANAGEMENT SERVICES INC

165.16K

Jun 30, 26

-4.16K

0.01%

FIRST FOUNDATION ADVISORS

164.56K

Jun 30, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

163.24K

Jun 30, 26

+1.50K

0.01%

Sowell Financial Services LLC

162.41K

Jun 30, 26

-29.69K

0.01%

Missouri Trust & Investment Co

161.39K

Jun 30, 26

+1.02K

0.01%

MeadowBrook Investment Advisors LLC

160.90K

Jun 30, 26

-401

0.01%

Sand Hill Global Advisors, LLC

160.38K

Jun 30, 26

0.01%

Summit Financial Strategies, Inc.

160.33K

Jun 30, 26

+1.84K

0.01%

BANK OF MONTREAL /CAN/

158.05K

Jun 30, 26

-30.86K

0.01%

PARK AVENUE SECURITIES LLC

157.50K

Jun 30, 26

+172

0.01%

Diversify Advisory Services, LLC

156.78K

Jun 30, 26

+156.78K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

156.78K

Jun 30, 26

+746

0.01%

Summit Place Financial Advisors, LLC

156.55K

Jun 30, 26

+3.02K

0.01%

Meridian Wealth Management, LLC

156.35K

Jun 30, 26

+5.70K

0.01%

Values Added Financial LLC

155.26K

Jun 30, 26

-3.06K

0.01%

Ausdal Financial Partners, Inc.

155.14K

Jun 30, 26

-39.86K

0.01%

PITTENGER & ANDERSON INC

154.94K

Jun 30, 26

+3.26K

0.01%

Berkeley, Inc

154.42K

Jun 30, 26

-357

0.01%

NAPLES GLOBAL ADVISORS, LLC

153.75K

Jun 30, 26

+2.96K

0.01%

Paulson Wealth Management Inc.

153.03K

Jun 30, 26

-3.45K

0.01%

RMR Wealth Builders

151.95K

Jun 30, 26

-11.82K

0.01%

Ironwood Wealth Management, LLC.

150.98K

Jun 30, 26

-12.54K

0.01%

Global Retirement Partners, LLC

149.43K

Jun 30, 26

+149.43K

0.01%

Carr Financial Group Corp

148.41K

Jun 30, 26

-4.60K

0.01%

ETF Store, Inc.

148.23K

Jun 30, 26

+1.05K

0.01%

SHELTON WEALTH MANAGEMENT, LLC

148.05K

Jun 30, 26

-8.34K

0.01%

Beaumont Financial Advisors, LLC

144.46K

Jun 30, 26

-713

0.01%

Fort Vancouver Investment Management, LLC

144.35K

Jun 30, 26

-9.46K

0.01%

Procyon Advisors, LLC

144.23K

Jun 30, 26

-6.50K

0.01%

Maia Wealth LLC

143.71K

Jun 30, 26

-5.68K

0.01%

Clearstead Advisors, LLC

142.90K

Jun 30, 26

-23.12K

0.01%

ADVISORS MANAGEMENT GROUP INC /ADV

142.17K

Jun 30, 26

+47

0.01%

Parallel Advisors, LLC

139.60K

Jun 30, 26

-8.47K

0.01%

Milestone Asset Management Group, LLC

139.08K

Jun 30, 26

-4.23K

0.01%

Armbruster Capital Management, Inc.

138.75K

Jun 30, 26

-25.23K

0.01%

Hutchens & Kramer Investment Management Group, LLC

138.75K

Jun 30, 26

-3.30K

0.01%

THREADGILL FINANCIAL, LLC

137.97K

Jun 30, 26

+137.97K

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

135.53K

Jun 30, 26

+1.47K

0.01%

Dakota Wealth Management

134.93K

Jun 30, 26

-221

0.01%

Parkwoods Wealth Partners, LLC

134.49K

Jun 30, 26

+134.49K

0.01%

Poehling Capital Management, INC.

134.36K

Jun 30, 26

-7.34K

0.01%

Elser Financial Planning, Inc

134.09K

Jun 30, 26

-50

0.01%

Wealth Group Ltd

133.85K

Jun 30, 26

-1.22K

0.01%

PACIFIC CAPITAL WEALTH ADVISORS, INC

133.52K

Jun 30, 26

-9.35K

0.01%

SAX WEALTH ADVISORS, LLC

133.28K

Jun 30, 26

+60.50K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

133.22K

Jun 30, 26

+19.53K

0.01%

C M BIDWELL & ASSOCIATES LTD

132.68K

Jun 30, 26

+11.18K

0.01%

Sharkey, Howes & Javer

132.16K

Jun 30, 26

-5.59K

0.01%

Hurlow Wealth Management Group, Inc.

131.27K

Jun 30, 26

-1.45K

0.01%

1900 WEALTH MANAGEMENT LLC

131.04K

Jun 30, 26

+55

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

128.78K

Jun 30, 26

+34.20K

0.01%

Simplicity Wealth,LLC

126.58K

Jun 30, 26

+2.67K

0.01%

PENOBSCOT WEALTH MANAGEMENT

125.79K

Jun 30, 26

-5.74K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

125.73K

Jun 30, 26

+11.72K

0.01%

Flower City Capital

125.64K

Jun 30, 26

-269

0.01%

Wedmont Private Capital

124.93K

Jun 30, 26

-3.77K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

124.79K

Jun 30, 26

-41.83K

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

124.75K

Jun 30, 26

-3.34K

0.01%

Pinion Investment Advisors, LLC

124.44K

Jun 30, 26

-703

0.01%

Broadview Financial Management, LLC

123.32K

Jun 30, 26

-1.03K

0.01%

Roundview Capital LLC

122.45K

Jun 30, 26

-478

0.01%

Private Advisor Group, LLC

122.41K

Jun 30, 26

-178.74K

0.01%

FAGAN ASSOCIATES, INC.

122.03K

Jun 30, 26

-1.70K

0.01%

WHITTIER TRUST CO OF NEVADA INC

121.93K

Jun 30, 26

0.01%

GW HENSSLER & ASSOCIATES LTD

121.69K

Jun 30, 26

-2.71K

0.00%

Seneca Financial Advisors LLC

120.91K

Jun 30, 26

-347

0.00%

Nicholas Hoffman & Company, LLC.

119.92K

Jun 30, 26

+211

0.00%

Virtue Capital Management, LLC

119.83K

Jun 30, 26

+13.31K

0.00%

CAPITAL ADVISORS INC/OK

118.87K

Jun 30, 26

+662

0.00%

Game Plan Financial Advisors, LLC

117.49K

Jun 30, 26

-1.19K

0.00%

CONDOR CAPITAL MANAGEMENT

117.13K

Jun 30, 26

-3.21K

0.00%

SIGMA INVESTMENT COUNSELORS INC

117.06K

Jun 30, 26

-2.51K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

116.48K

Jun 30, 26

+307

0.00%

WEDGEWOOD INVESTORS INC /PA/

116.33K

Jun 30, 26

+6.38K

0.00%

Cartesian Growth Corp

115.86K

Jun 30, 26

+45.52K

0.00%

Kathmere Capital Management, LLC

115.22K

Jun 30, 26

+3.31K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

115.10K

Jun 30, 26

+444

0.00%

Cooper Financial Group

114.86K

Jun 30, 26

+3.91K

0.00%

AdvisorNet Financial, Inc

114.21K

Jun 30, 26

-9.70K

0.00%

S.E.E.D. Planning Group LLC

113.97K

Jun 30, 26

+15.87K

0.00%

Hurley Capital, LLC

112.68K

Jun 30, 26

-701

0.00%

CLEAR INVESTMENT RESEARCH, LLC

112.48K

Jun 30, 26

-181

0.00%

AE Wealth Management LLC

112.40K

Jun 30, 26

-156.94K

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

112.18K

Jun 30, 26

+294

0.00%

NewEdge Wealth, LLC

112.17K

Jun 30, 26

-38.68K

0.00%

Next Capital Management LLC

112.07K

Jun 30, 26

-2.04K

0.00%

EXCHANGE TRADED CONCEPTS, LLC

111.58K

Jun 30, 26

-105.37K

0.00%

Wright Fund Management, LLC

111.58K

Jun 30, 26

-105.37K

0.00%

LOWERY THOMAS, LLC

109.54K

Jun 30, 26

+7.88K

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

109.22K

Jun 30, 26

+1.87K

0.00%

Midwest Trust Co

109.00K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

108.61K

Jun 30, 26

-2.75K

0.00%

Aspiring Ventures, LLC

108.31K

Jun 30, 26

+27.05K

0.00%

Integrated Advisors Network LLC

107.85K

Jun 30, 26

-842

0.00%

Zhang Financial LLC

107.58K

Jun 30, 26

+3.85K

0.00%

Apella Capital, LLC

106.90K

Jun 30, 26

-5.78K

0.00%

Front Row Advisors LLC

105.42K

Jun 30, 26

-205

0.00%

Westmount Partners, LLC

105.34K

Jun 30, 26

0.00%

Evolution Advisers, Inc.

103.90K

Jun 30, 26

+48.13K

0.00%

SIGNATUREFD, LLC

100.46K

Jun 30, 26

-2.15K

0.00%

Financial Engines Advisors L.L.C.

100.08K

Jun 30, 26

+2.78K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

99.00K

Jun 30, 26

-914

0.00%

Buckingham Strategic Partners

98.92K

Jun 30, 26

-3.89K

0.00%

ZACKS INVESTMENT MANAGEMENT

98.69K

Jun 30, 26

+2.86K

0.00%

Mayfair Advisory Group, LLC

97.47K

Jun 30, 26

-301

0.00%

HOLDERNESS INVESTMENTS CO

95.78K

Jun 30, 26

+716

0.00%

Harbor Asset Planning, Inc.

95.76K

Jun 30, 26

+225

0.00%

Capital Investment Advisors, LLC

95.45K

Jun 30, 26

-18.68K

0.00%

RIA Advisory Group LLC

95.21K

Jun 30, 26

+6.59K

0.00%

Lynx Investment Advisory

95.06K

Jun 30, 26

-256

0.00%

BOK Financial Private Wealth, Inc.

94.85K

Jun 30, 26

-53

0.00%

Facet Wealth, Inc.

94.68K

Jun 30, 26

+29.24K

0.00%

BROWN BROTHERS HARRIMAN & CO

94.52K

Jun 30, 26

0.00%

Joseph P. Lucia & Associates, LLC

94.37K

Jun 30, 26

-6.20K

0.00%

Phocas Financial Corp.

93.01K

Jun 30, 26

-2.98K

0.00%

Callan Family Office, LLC

93.00K

Jun 30, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

92.19K

Jun 30, 26

-36.63K

0.00%

DUNCKER STREETT & CO INC

92.09K

Jun 30, 26

0.00%

Aspen Investment Management Inc

90.22K

Jun 30, 26

+4.48K

0.00%

Capital Advantage, Inc.

90.22K

Jun 30, 26

+386

0.00%

SIMON QUICK ADVISORS, LLC

89.82K

Jun 30, 26

+1.30K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

89.61K

Jun 30, 26

+4.49K

0.00%

Plancorp, LLC

89.35K

Jun 30, 26

-86

0.00%

Successful Portfolios LLC

89.31K

Jun 30, 26

-2.69K

0.00%

CCG WEALTH MANAGEMENT, LLC

89.23K

Jun 30, 26

-714

0.00%

Relyea Zuckerberg Hanson LLC

88.56K

Jun 30, 26

0.00%

VERITY Wealth Advisors

88.00K

Jun 30, 26

-2.16K

0.00%

MITCHELL CAPITAL MANAGEMENT CO

87.21K

Jun 30, 26

-92

0.00%

Rialto Wealth Management, LLC

86.97K

Jun 30, 26

-3.75K

0.00%

FIFTH THIRD BANCORP

86.61K

Jun 30, 26

+2.06K

0.00%

Valeo Financial Advisors, LLC

86.53K

Jun 30, 26

-27.19K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

86.23K

Jun 30, 26

+3.35K

0.00%

Heritage Trust Co

86.03K

Jun 30, 26

+27.54K

0.00%

NOTTINGHAM ADVISORS, INC.

85.82K

Jun 30, 26

-7.77K

0.00%

Heartwood Wealth Advisors LLC

85.40K

Jun 30, 26

+14.87K

0.00%

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

85.21K

Jun 30, 26

+115

0.00%

Verum Partners LLC

85.14K

Jun 30, 26

+104

0.00%

American Investment Services, Inc.

85.13K

Jun 30, 26

0.00%

CX Institutional

84.74K

Jun 30, 26

+19.76K

0.00%

Root Financial Partners, LLC

84.52K

Jun 30, 26

+35.19K

0.00%

Bull Oak Capital, LLC

84.47K

Jun 30, 26

-208

0.00%

American Financial Advisors, LLC

84.35K

Jun 30, 26

-3.13K

0.00%

Clear Creek Financial Management, LLC

83.89K

Jun 30, 26

+20.78K

0.00%

Stordahl Capital Management, Inc.

83.39K

Jun 30, 26

-954

0.00%

Foster Group, Inc.

83.26K

Jun 30, 26

-823

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

82.02K

Jun 30, 26

-3.74K

0.00%

OPPENHEIMER & CO INC

82.01K

Jun 30, 26

-1.31K

0.00%

PETTYJOHN, WOOD & WHITE, INC

81.84K

Jun 30, 26

+100

0.00%

Plotkin Financial Advisors, LLC

81.64K

Jun 30, 26

+541

0.00%

Larson Financial Group LLC

81.42K

Jun 30, 26

-59.50K

0.00%

Wynn Capital, LLC

81.02K

Jun 30, 26

0.00%

CABOT WEALTH MANAGEMENT INC

80.93K

Jun 30, 26

-3.22K

0.00%

Cross Staff Investments Inc

80.49K

Jun 30, 26

+801

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

80.10K

Jun 30, 26

+39.99K

0.00%

Investor's Fiduciary Advisor Network, LLC

79.85K

Jun 30, 26

-6.78K

0.00%

Riverpoint Wealth Management Holdings, LLC

79.84K

Jun 30, 26

+22

0.00%

Atlantic Union Bankshares Corp

79.44K

Jun 30, 26

+17.17K

0.00%

FAS Wealth Partners, Inc.

79.26K

Jun 30, 26

+2.41K

0.00%

Econ Financial Services Corp

79.00K

Jun 30, 26

-140

0.00%

Moisand Fitzgerald Tamayo, LLC

78.84K

Jun 30, 26

-542

0.00%

Clear Point Advisors Inc.

78.59K

Jun 30, 26

-102

0.00%

OUTFITTER FINANCIAL LLC

78.07K

Jun 30, 26

-1.70K

0.00%

EWA, LLC

77.98K

Jun 30, 26

-21.82K

0.00%

Elgethun Capital Management

77.85K

Jun 30, 26

-415

0.00%

Shearwater Capital LLC

77.33K

Jun 30, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

76.83K

Jun 30, 26

+58.33K

0.00%

Fidelis Capital Partners, LLC

76.69K

Jun 30, 26

0.00%

TCG Advisory Services, LLC

76.61K

Jun 30, 26

+8.92K

0.00%

Bouchey Financial Group Ltd

76.34K

Jun 30, 26

-1.63K

0.00%

Keel Point, LLC

76.33K

Jun 30, 26

+60.94K

0.00%

Main Street Group, LTD

76.19K

Jun 30, 26

-425

0.00%

Arkadios Wealth Advisors

75.02K

Jun 30, 26

+8.84K

0.00%

PACES FERRY WEALTH ADVISORS, LLC

74.94K

Jun 30, 26

-57

0.00%

FIFTH THIRD SECURITIES, INC.

74.35K

Jun 30, 26

-2.87K

0.00%

Alpha Omega Wealth Management LLC

74.29K

Jun 30, 26

-771

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

73.83K

Jun 30, 26

-25

0.00%

Freestone Capital Holdings, LLC

73.50K

Jun 30, 26

-1.48K

0.00%

Everhart Financial Group, Inc.

72.89K

Jun 30, 26

-1.26K

0.00%

James J. Burns & Company, LLC

72.67K

Jun 30, 26

+11.95K

0.00%

ALESCO ADVISORS LLC

72.07K

Jun 30, 26

-1.50K

0.00%

CUTLER INVESTMENT COUNSEL LLC

72.04K

Jun 30, 26

+10

0.00%

KCM INVESTMENT ADVISORS LLC

71.75K

Jun 30, 26

+15.52K

0.00%

JFS WEALTH ADVISORS, LLC

71.72K

Jun 30, 26

-876

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

71.61K

Jun 30, 26

+71.61K

0.00%

BROWN ADVISORY INC

70.10K

Jun 30, 26

-4.55K

0.00%

LBMC INVESTMENT ADVISORS, LLC

70.09K

Jun 30, 26

0.00%

FIRST FINANCIAL BANKSHARES INC

69.89K

Jun 30, 26

+39.21K

0.00%

Compass Ion Advisors, LLC

69.07K

Jun 30, 26

-1.11K

0.00%

Per Stirling Capital Management, LLC.

69.01K

Jun 30, 26

0.00%

AMG National Trust Bank

68.78K

Jun 30, 26

+52

0.00%

Worth Asset Management, LLC

68.15K

Jun 30, 26

+1.09K

0.00%

Ameritas Advisory Services, LLC

68.11K

Jun 30, 26

-67.16K

0.00%

Warwick Investment Management, Inc.

67.90K

Jun 30, 26

+234

0.00%

Retirement Planning Group

67.84K

Jun 30, 26

+6.28K

0.00%

Avant Capital LLC

67.66K

Jun 30, 26

+1.64K

0.00%

Pinnacle Family Advisors, LLC

66.63K

Jun 30, 26

-1.32K

0.00%

Vision Capital Management, Inc.

66.54K

Jun 30, 26

-78

0.00%

Baird Financial Group, Inc.

66.47K

Jun 30, 26

+8.49K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

66.06K

Jun 30, 26

-3.11K

0.00%

Stone Point Wealth LLC

64.73K

Jun 30, 26

-1.76K

0.00%

Stockman Wealth Management, Inc.

64.69K

Jun 30, 26

-22.76K

0.00%

SouthState Corp

64.47K

Jun 30, 26

-29.27K

0.00%

Human Investing LLC

64.12K

Jun 30, 26

+292

0.00%

Northwest Bancshares, Inc.

64.05K

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

63.57K

Jun 30, 26

0.00%

Abacus Planning Group, Inc.

63.34K

Jun 30, 26

-1.66K

0.00%

PRINCIPAL SECURITIES, INC.

62.98K

Jun 30, 26

-15.56K

0.00%

Smartleaf Asset Management LLC

62.80K

Jun 30, 26

0.00%

Passive Capital Management, LLC.

62.33K

Jun 30, 26

0.00%

Burk Holdings LLC

62.33K

Jun 30, 26

-2.23K

0.00%

CARRET ASSET MANAGEMENT, LLC

62.32K

Jun 30, 26

+576

0.00%

Revisor Wealth Management LLC

62.12K

Jun 30, 26

+7.43K

0.00%

Brucke Financial, Inc.

61.91K

Jun 30, 26

+1.50K

0.00%

Family Management Corp

61.12K

Jun 30, 26

-165

0.00%

ARMSTRONG ADVISORY GROUP, INC

60.96K

Jun 30, 26

-320

0.00%

GenWealth Group, Inc.

60.78K

Jun 30, 26

+6.12K

0.00%

TRITONPOINT WEALTH, LLC

60.47K

Jun 30, 26

0.00%

Capital Management Associates, Inc

60.18K

Jun 30, 26

+43

0.00%

Miracle Mile Advisors, LLC

59.83K

Jun 30, 26

-50

0.00%

CHATHAM CAPITAL GROUP, INC.

59.72K

Jun 30, 26

-5.00K

0.00%

SeaCrest Wealth Management, LLC

59.58K

Jun 30, 26

-346

0.00%

RHS Financial, LLC

59.58K

Jun 30, 26

-4.70K

0.00%

Hardin Capital Partners, LLC

59.46K

Jun 30, 26

+11.28K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

59.44K

Jun 30, 26

-3.81K

0.00%

Weaver Capital Management LLC

59.20K

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

58.92K

Jun 30, 26

-1.18K

0.00%

BIRCHBROOK, INC.

58.66K

Jun 30, 26

-7.90K

0.00%

Orcam Financial Group

58.58K

Jun 30, 26

+14.63K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

58.39K

Jun 30, 26

+556

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

58.27K

Jun 30, 26

+17.65K

0.00%

Ironwood Financial, llc

58.16K

Jun 30, 26

-2.41K

0.00%

Aull & Monroe Investment Management Corp

58.00K

Jun 30, 26

-869

0.00%

FIRST MANHATTAN CO. LLC.

57.73K

Jun 30, 26

-1.87K

0.00%

KLCM Advisors, Inc.

57.57K

Jun 30, 26

+1.31K

0.00%

Seneca House Advisors

57.49K

Jun 30, 26

-7.07K

0.00%

Trust Point Inc.

57.41K

Jun 30, 26

0.00%

Badgley Phelps Wealth Managers, LLC

57.08K

Jun 30, 26

-736

0.00%

WESTBOURNE INVESTMENTS, INC.

57.06K

Jun 30, 26

-2.49K

0.00%

AssuredPartners Investment Advisors, LLC

56.83K

Jun 30, 26

+195

0.00%

Bryn Mawr Capital Management, LLC

56.71K

Jun 30, 26

-1.64K

0.00%

Pinnacle Wealth Planning Services, Inc.

56.61K

Jun 30, 26

-3

0.00%

Fortitude Advisory Group L.L.C.

56.40K

Jun 30, 26

+11

0.00%

Leading Edge Financial Planning LLC

56.17K

Jun 30, 26

+164

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

55.95K

Jun 30, 26

0.00%

Vanguard Capital Wealth Advisors

55.90K

Jun 30, 26

+1.48K

0.00%

IFG Advisory, LLC

55.65K

Jun 30, 26

+55.65K

0.00%

CWC Advisors, LLC.

55.39K

Jun 30, 26

+1.71K

0.00%

FORVIS Wealth Advisors, LLC

55.00K

Jun 30, 26

+13.65K

0.00%

Texas Yale Capital Corp.

54.87K

Jun 30, 26

+229

0.00%

Ifrah Financial Services, Inc.

54.47K

Jun 30, 26

-2.54K

0.00%

Vermillion Wealth Management, Inc.

54.29K

Jun 30, 26

-48.29K

0.00%

Vident Advisory, LLC

54.08K

Jun 30, 26

+29.61K

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

53.91K

Jun 30, 26

+53.91K

0.00%

Capital Analysts, LLC

53.74K

Jun 30, 26

-966

0.00%

MADDEN SECURITIES Corp

52.77K

Jun 30, 26

-19.51K

0.00%

GLENMEDE TRUST CO NA

52.73K

Jun 30, 26

-6

0.00%

TWO SIGMA SECURITIES, LLC

52.20K

Jun 30, 26

-25.91K

0.00%

VANGUARD ADVISERS INC

52.15K

Jun 30, 26

+1.38K

0.00%

Veery Capital, LLC

51.56K

Jun 30, 26

+483

0.00%

Atomi Financial Group, Inc.

50.94K

Jun 30, 26

-3.32K

0.00%

EverSource Wealth Advisors, LLC

50.74K

Jun 30, 26

-11.50K

0.00%

Pflug Koory, LLC

50.70K

Jun 30, 26

+2.90K

0.00%

FSM Wealth Advisors, LLC

50.55K

Jun 30, 26

+5.38K

0.00%

BFSG, LLC

50.41K

Jun 30, 26

+411

0.00%

Clarity Capital Advisors, LLC

50.35K

Jun 30, 26

+132

0.00%

BEAM WEALTH ADVISORS, INC.

49.84K

Jun 30, 26

+5.43K

0.00%

Vernal Point Advisors, LLC

49.81K

Jun 30, 26

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

49.60K

Jun 30, 26

-9.51K

0.00%

Ariadne Wealth Management, LP

49.48K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

48.98K

Jun 30, 26

+12.06K

0.00%

MGO ONE SEVEN LLC

48.71K

Jun 30, 26

+13.31K

0.00%

LINCOLN CAPITAL CORP

48.48K

Jun 30, 26

0.00%

Fort Point Capital Partners LLC

48.37K

Jun 30, 26

+64

0.00%

Colorado Capital Management, Inc.

48.22K

Jun 30, 26

+117

0.00%

CWA Asset Management Group, LLC

48.10K

Jun 30, 26

+43

0.00%

LATHROP INVESTMENT MANAGEMENT CORP

48.07K

Jun 30, 26

+80

0.00%

Gainplan LLC

47.75K

Jun 30, 26

+28.02K

0.00%

Breakwater Investment Management

47.56K

Jun 30, 26

-6.07K

0.00%

Russell Investments Group, Ltd.

47.49K

Jun 30, 26

+2.54K

0.00%

Park Capital Management, LLC / WI

47.44K

Jun 30, 26

+2.87K

0.00%

Diversified Trust Co

47.10K

Jun 30, 26

+335

0.00%

Cambridge Advisors Inc.

47.02K

Jun 30, 26

0.00%

WASHINGTON TRUST Co

46.96K

Jun 30, 26

+150

0.00%

Ritter Daniher Financial Advisory LLC / DE

46.85K

Jun 30, 26

-1.63K

0.00%

Independent Advisor Alliance

46.79K

Jun 30, 26

-49.47K

0.00%

Avantax Planning Partners, Inc.

46.03K

Jun 30, 26

+2.21K

0.00%

Nuveen, LLC

45.93K

Jun 30, 26

+45.93K

0.00%

Crewe Advisors LLC

45.91K

Jun 30, 26

+19

0.00%

Alley Investment Management Company, LLC

45.34K

Jun 30, 26

-131

0.00%

Serenus Wealth Advisors, LLC

45.17K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

45.13K

Jun 30, 26

-4.60K

0.00%

Smith, Salley & Associates

44.75K

Jun 30, 26

+8.98K

0.00%

Kondo Wealth Advisors, Inc.

44.75K

Jun 30, 26

0.00%

MONECO Advisors, LLC

44.74K

Jun 30, 26

-210

0.00%

Aurora Private Wealth, Inc.

44.66K

Jun 30, 26

+677

0.00%

Clayton Financial Group LLC

44.59K

Jun 30, 26

-5.10K

0.00%

HHM Wealth Advisors, LLC

44.58K

Jun 30, 26

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

44.11K

Jun 30, 26

-716

0.00%

Innova Wealth Partners

43.93K

Jun 30, 26

+24.65K

0.00%

Sovran Advisors, LLC

43.76K

Jun 30, 26

+2.44K

0.00%

Michels Family Financial, LLC

43.42K

Jun 30, 26

-1.78K

0.00%

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC

43.14K

Jun 30, 26

-290

0.00%

Compass Advisory Group LLC

43.08K

Jun 30, 26

+112

0.00%

Integrity Investment Advisors, LLC

43.03K

Jun 30, 26

+32.52K

0.00%

Ulland Investment Advisors, LLC

42.95K

Jun 30, 26

-1.52K

0.00%

Everstar Asset Management, LLC

42.36K

Jun 30, 26

-1.59K

0.00%

Clarity Wealth Advisors, LLC

42.29K

Jun 30, 26

-859

0.00%

SageView Advisory Group, LLC

42.19K

Jun 30, 26

0.00%

Snowden Capital Advisors LLC

42.04K

Jun 30, 26

+29.40K

0.00%

Carnegie Capital Asset Management, LLC

41.79K

Jun 30, 26

+7.50K

0.00%

PETRA FINANCIAL ADVISORS INC

41.74K

Jun 30, 26

+41.74K

0.00%

VICTORY FINANCIAL GROUP, LLC

41.65K

Jun 30, 26

+658

0.00%

Cassaday & Co Wealth Management LLC

41.40K

Jun 30, 26

+428

0.00%

Schoolcraft Capital LLC

41.02K

Jun 30, 26

-2.04K

0.00%

Garde Capital, Inc.

40.90K

Jun 30, 26

-97

0.00%

Firestone Capital Management

40.55K

Jun 30, 26

+76

0.00%

Tactive Advisors, LLC

40.48K

Jun 30, 26

+5.65K

0.00%

Steward Partners Investment Advisory, LLC

40.47K

Jun 30, 26

+4.60K

0.00%

Noble Family Wealth, LLC

40.44K

Jun 30, 26

-346

0.00%

ASSOCIATED BANC-CORP

40.27K

Jun 30, 26

+24.75K

0.00%

COZAD ASSET MANAGEMENT INC

40.26K

Jun 30, 26

-5.38K

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

40.12K

Jun 30, 26

+63

0.00%

DAYMARK WEALTH PARTNERS, LLC

40.11K

Jun 30, 26

+1.17K

0.00%

Haverford Trust Co

39.96K

Jun 30, 26

+29.51K

0.00%

Clark Capital Management Group, Inc.

39.78K

Jun 30, 26

+2.50K

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

39.70K

Jun 30, 26

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

39.67K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

39.36K

Jun 30, 26

+423

0.00%

CURA WEALTH ADVISORS, LLC

39.32K

Jun 30, 26

+605

0.00%

Robertson Stephens Wealth Management, LLC

39.07K

Jun 30, 26

-350

0.00%

Claro Advisors LLC

39.01K

Jun 30, 26

+5.07K

0.00%

Resurgent Financial Advisors LLC

38.73K

Jun 30, 26

+11.70K

0.00%

Stewardship Advisors, LLC

38.62K

Jun 30, 26

-1.33K

0.00%

CURIO WEALTH, LLC

38.60K

Jun 30, 26

+280

0.00%

Neuberger Berman Group LLC

38.59K

Jun 30, 26

-3.02K

0.00%

Twele Capital Management, Inc.

38.36K

Jun 30, 26

-1.76K

0.00%

MITCHELL SINKLER & STARR/PA

37.94K

Jun 30, 26

+1.38K

0.00%

ALLIANCEBERNSTEIN L.P.

37.74K

Jun 30, 26

+6.12K

0.00%

Evensky & Katz LLC

37.63K

Jun 30, 26

+28

0.00%

FF Advisors,LLC

37.62K

Jun 30, 26

+1.41K

0.00%

Mirador Capital Partners LP

37.39K

Jun 30, 26

+64

0.00%

Keystone Wealth Services, LLC

37.30K

Jun 30, 26

+40

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

36.79K

Jun 30, 26

+97

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

36.33K

Jun 30, 26

+116

0.00%

NOVARE CAPITAL MANAGEMENT LLC

36.25K

Jun 30, 26

-891

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

36.10K

Jun 30, 26

-200

0.00%

Piscataqua Savings Bank

35.98K

Jun 30, 26

0.00%

Praetorian Wealth Management, Inc.

35.80K

Jun 30, 26

+385

0.00%

Park Edge Advisors, LLC

35.66K

Jun 30, 26

0.00%

Summit Asset Management, LLC

35.48K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

35.46K

Jun 30, 26

+35.46K

0.00%

Investment Planning Advisors, Inc.

35.38K

Jun 30, 26

0.00%

Heritage Investment Group, Inc.

35.29K

Jun 30, 26

0.00%

MARIETTA INVESTMENT PARTNERS LLC

35.20K

Jun 30, 26

+583

0.00%

Joule Financial, LLC

35.20K

Jun 30, 26

-1.63K

0.00%

Landmark Wealth Management, LLC

35.17K

Jun 30, 26

+737

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

35.08K

Jun 30, 26

+20.98K

0.00%

HUNTINGTON NATIONAL BANK

35.02K

Jun 30, 26

-5.35K

0.00%

National Wealth Management Group, LLC

34.93K

Jun 30, 26

-548

0.00%

RFG Advisory, LLC

34.90K

Jun 30, 26

-5.76K

0.00%

Dana Investment Advisors, Inc.

34.35K

Jun 30, 26

+2.79K

0.00%

CITIZENS FINANCIAL GROUP INC/RI

34.26K

Jun 30, 26

+182

0.00%

Trellis Wealth Advisors LLC

34.13K

Jun 30, 26

0.00%

Walker Financial Services, Inc.

34.08K

Jun 30, 26

-1.50K

0.00%

Y-Intercept (Hong Kong) Ltd

33.93K

Jun 30, 26

+33.93K

0.00%

Clark Asset Management, LLC

33.78K

Jun 30, 26

+23.42K

0.00%

XML Financial, LLC

33.55K

Jun 30, 26

-262

0.00%

Advisor Resource Council

33.36K

Jun 30, 26

-170

0.00%

TWO SIGMA INVESTMENTS, LP

33.34K

Jun 30, 26

-237.00K

0.00%

Arlington Financial Advisors, LLC

33.31K

Jun 30, 26

+1.92K

0.00%

LANDMARK WEALTH MANAGEMENT, INC.

33.28K

Jun 30, 26

-1.31K

0.00%

ENTREWEALTH, LLC

33.28K

Jun 30, 26

+87

0.00%

FIDUCIARY FAMILY OFFICE, LLC

33.18K

Jun 30, 26

0.00%

Spire Wealth Management

33.13K

Jun 30, 26

-90

0.00%

Security Financial Services, INC.

32.98K

Jun 30, 26

0.00%

CM WEALTH ADVISORS LLC

32.72K

Jun 30, 26

+182

0.00%

Carolina Wealth Advisors, LLC

32.70K

Jun 30, 26

-1.89K

0.00%

INTREPID CAPITAL MANAGEMENT INC

32.67K

Jun 30, 26

+91

0.00%

Venture Visionary Partners LLC

32.06K

Jun 30, 26

+42

0.00%

Trek Financial, LLC

31.82K

Jun 30, 26

+867

0.00%

Rede Wealth, LLC

31.78K

Jun 30, 26

0.00%

Regal Investment Advisors LLC

31.52K

Jun 30, 26

-4.09K

0.00%

FRANKLIN RESOURCES INC

31.18K

Jun 30, 26

+3.05K

0.00%

Foundation Wealth Management, LLC\PA

31.03K

Jun 30, 26

+2.73K

0.00%

Klingman & Associates, LLC

30.78K

Jun 30, 26

0.00%

CRUX WEALTH ADVISORS

30.72K

Jun 30, 26

+81

0.00%

Francis Financial, Inc.

30.63K

Jun 30, 26

0.00%

Cascade Financial Partners, LLC

30.60K

Jun 30, 26

-1.65K

0.00%

ATLAS CAPITAL ADVISORS LLC

30.59K

Jun 30, 26

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

30.57K

Jun 30, 26

0.00%

Chesapeake Wealth Management

30.39K

Jun 30, 26

-580

0.00%

WEDBUSH SECURITIES INC

30.30K

Jun 30, 26

+39

0.00%

Disciplined Investors, L.L.C.

30.17K

Jun 30, 26

+123

0.00%

Covington Investment Advisors Inc.

30.13K

Jun 30, 26

-231

0.00%

CATALYST FINANCIAL PARTNERS LLC

29.87K

Jun 30, 26

-783

0.00%

Drake & Associates, LLC

29.68K

Jun 30, 26

+1.45K

0.00%

HCR Wealth Advisors

29.67K

Jun 30, 26

0.00%

Single Point Partners, LLC

29.67K

Jun 30, 26

+599

0.00%

ARK & TLK INVESTMENTS, LLC

29.48K

Jun 30, 26

0.00%

Lifeworks Advisors, LLC

29.29K

Jun 30, 26

+5.53K

0.00%

Tanglewood Wealth Management, Inc.

29.25K

Jun 30, 26

-1

0.00%

Texas Capital Bank Wealth Management Services Inc

29.25K

Jun 30, 26

0.00%

Wealthcare Capital Partners, LLC

28.78K

Jun 30, 26

+28.78K

0.00%

Bridgewater Advisors Inc.

28.76K

Jun 30, 26

0.00%

International Private Wealth Advisors LLC

28.71K

Jun 30, 26

-80

0.00%

Bernardo Wealth Planning LLC

28.69K

Jun 30, 26

-3.72K

0.00%

TFR Capital, LLC.

28.60K

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

28.52K

Jun 30, 26

+28.52K

0.00%

Gs Investments, Inc.

28.50K

Jun 30, 26

+70

0.00%

RETIREMENT INCOME SOLUTIONS, INC

28.45K

Jun 30, 26

0.00%

Horst & Graben Wealth Management LLC

28.45K

Jun 30, 26

-4.34K

0.00%

GREENLEAF TRUST

28.36K

Jun 30, 26

-1.17K

0.00%

Impact Capital Partners LLC

28.14K

Jun 30, 26

+74

0.00%

SMITH, MOORE & CO.

28.06K

Jun 30, 26

+85

0.00%

Beaird Harris Wealth Management, LLC

28.06K

Jun 30, 26

+64

0.00%

Continuum Advisory, LLC

28.01K

Jun 30, 26

-1.14K

0.00%

Ascent Group, LLC

27.98K

Jun 30, 26

+1.80K

0.00%

WestHill Financial Advisors, Inc.

27.90K

Jun 30, 26

0.00%

RITHOLTZ WEALTH MANAGEMENT

27.88K

Jun 30, 26

-9.38K

0.00%

BlackDiamond Wealth Management Inc.

27.75K

Jun 30, 26

+444

0.00%

CGN Advisors LLC

27.60K

Jun 30, 26

-84

0.00%

Bedel Financial Consulting, Inc.

27.55K

Jun 30, 26

-1.59K

0.00%

LifePlan Financial, LLC

27.48K

Jun 30, 26

-1.08K

0.00%

Integrity Financial Corp /WA

27.38K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

27.22K

Jun 30, 26

-10.95K

0.00%

Plum Street Advisors, LLC

27.14K

Jun 30, 26

+13.18K

0.00%

Delap Wealth Advisory, LLC

26.84K

Jun 30, 26

0.00%

Goldstein Advisors, LLC

26.64K

Jun 30, 26

0.00%

Ironwood Investment Counsel, LLC

26.63K

Jun 30, 26

+3.78K

0.00%

New England Private Wealth Advisors LLC

26.62K

Jun 30, 26

+55

0.00%

TrueWealth Advisors, LLC

26.56K

Jun 30, 26

-3.00K

0.00%

DRAVO BAY LLC

26.43K

Jun 30, 26

-662

0.00%

CYPRESS FINANCIAL PLANNING LLC

26.39K

Jun 30, 26

-820

0.00%

Joel Isaacson & Co., LLC

26.19K

Jun 30, 26

-519

0.00%

Forum Financial Management, LP

26.19K

Jun 30, 26

+1.25K

0.00%

Rockwood Wealth Management, LLC

26.12K

Jun 30, 26

+614

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

26.03K

Jun 30, 26

0.00%

HARTLINE INVESTMENT CORP/

25.80K

Jun 30, 26

-1.00K

0.00%

L. Roy Papp & Associates, LLP

25.76K

Jun 30, 26

-305

0.00%

BSW Wealth Partners

25.63K

Jun 30, 26

+10.21K

0.00%

Crescent Sterling, Ltd.

25.60K

Jun 30, 26

+15.24K

0.00%

Mason & Associates, LLC

25.57K

Jun 30, 26

0.00%

Aaron Wealth Advisors LLC

25.53K

Jun 30, 26

+55

0.00%

Fragasso Group Inc.

25.50K

Jun 30, 26

+110

0.00%

WealthPLAN Partners, LLC

25.48K

Jun 30, 26

-4.66K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

25.27K

Jun 30, 26

+14.46K

0.00%

Acropolis Investment Management, LLC

25.10K

Jun 30, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

24.93K

Jun 30, 26

+82

0.00%

Murphy & Mullick Capital Management Corp

24.66K

Jun 30, 26

+16.50K

0.00%

Gibson Capital, LLC

24.65K

Jun 30, 26

-400

0.00%

Pasadena Private Wealth, LLC

24.64K

Jun 30, 26

0.00%

CARL STUART INVESTMENT ADVISOR, INC

24.56K

Jun 30, 26

0.00%

GSB Wealth Management, LLC

24.49K

Jun 30, 26

+4.80K

0.00%

McKinley Carter Wealth Services, Inc.

24.28K

Jun 30, 26

-462

0.00%

BENNETT SELBY INVESTMENTS LP

23.96K

Jun 30, 26

0.00%

Wealthfront Advisers LLC

23.93K

Jun 30, 26

-5.45K

0.00%

QRG CAPITAL MANAGEMENT, INC.

23.93K

Jun 30, 26

+3.40K

0.00%

D.A. DAVIDSON & CO.

23.86K

Jun 30, 26

+3.54K

0.00%

Valtinson Bruner Financial Planning LLC

23.85K

Jun 30, 26

+57

0.00%

Williams & Novak, LLC

23.82K

Jun 30, 26

0.00%

Gallagher Fiduciary Advisors, LLC

23.71K

Jun 30, 26

+1.31K

0.00%

OARSMAN CAPITAL, INC.

23.59K

Jun 30, 26

-1.76K

0.00%

ARS Wealth Advisors Group, LLC

23.52K

Jun 30, 26

+9.52K

0.00%

Fiduciary Alliance LLC

23.49K

Jun 30, 26

-2.07K

0.00%

OXFORD FINANCIAL GROUP LTD

23.45K

Jun 30, 26

0.00%

One Capital Management, LLC

23.26K

Jun 30, 26

0.00%

PFG Investments, LLC

23.17K

Jun 30, 26

+67

0.00%

CreativeOne Wealth, LLC

23.16K

Jun 30, 26

-8.28K

0.00%

Carmel Capital Partners, LLC

22.52K

Jun 30, 26

+2.43K

0.00%

FINANCIAL MANAGEMENT NETWORK INC

22.49K

Jun 30, 26

+55

0.00%

Vanguard National Trust Co

22.41K

Jun 30, 26

0.00%

John W. Brooker & Co., CPAs

22.37K

Jun 30, 26

-2.00K

0.00%

Boyd Wealth Management, LLC

22.34K

Jun 30, 26

-7

0.00%

Jacobsen Capital Management

22.30K

Jun 30, 26

-520

0.00%

SLT Holdings LLC

22.29K

Jun 30, 26

0.00%

Crestmont Private Wealth LLC

22.25K

Jun 30, 26

+1.60K

0.00%

DAGCO, INC.

22.24K

Jun 30, 26

0.00%

PIONEER TRUST BANK N A/OR

22.22K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

22.07K

Jun 30, 26

-1.43K

0.00%

Brio Consultants, LLC

21.96K

Jun 30, 26

+119

0.00%

NICOLET BANKSHARES INC

21.68K

Jun 30, 26

+6.85K

0.00%

Pine Valley Investments Ltd Liability Co

21.50K

Jun 30, 26

+1.70K

0.00%

Fairman Group, LLC

21.43K

Jun 30, 26

+46

0.00%

CERTUITY, LLC

21.39K

Jun 30, 26

0.00%

Rossby Financial, LCC

21.39K

Jun 30, 26

-724

0.00%

Prosperity Consulting Group, LLC

21.29K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

21.16K

Jun 30, 26

-1.16K

0.00%

Stratos Wealth Advisors, LLC

21.14K

Jun 30, 26

+2.33K

0.00%

LCNB CORP

21.13K

Jun 30, 26

0.00%

LexAurum Advisors, LLC

21.12K

Jun 30, 26

-839

0.00%

Ellevest, Inc.

20.99K

Jun 30, 26

+20.99K

0.00%

Morton Capital Management LLC/CA

20.95K

Jun 30, 26

+127

0.00%

North Forty Two & Co.

20.91K

Jun 30, 26

0.00%

DAVIS R M INC

20.62K

Jun 30, 26

+20.62K

0.00%

Triad Wealth Partners, LLC

20.45K

Jun 30, 26

-2.40K

0.00%

Taylor & Morgan Wealth Management, LLC

20.45K

Jun 30, 26

+297

0.00%

Peak Asset Management, LLC

20.45K

Jun 30, 26

0.00%

Evernest Financial Advisors, LLC

20.24K

Jun 30, 26

0.00%

Opus Capital Group, LLC

20.21K

Jun 30, 26

0.00%

WEIK CAPITAL MANAGEMENT

20.20K

Jun 30, 26

+50

0.00%

American Trust

20.19K

Jun 30, 26

0.00%

ERn Financial, LLC

20.12K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

20.09K

Jun 30, 26

-269

0.00%

WATERSHED PRIVATE WEALTH LLC

20.07K

Jun 30, 26

-11.70K

0.00%

RF&L WEALTH MANAGEMENT, LLC

20.00K

Jun 30, 26

0.00%

Empirical Asset Management, LLC

19.99K

Jun 30, 26

-123

0.00%

Wick Capital Partners, LLC

19.98K

Jun 30, 26

0.00%

Laurel Wealth Advisors LLC

19.88K

Jun 30, 26

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

19.86K

Jun 30, 26

0.00%

Edgestream Partners, L.P.

19.73K

Jun 30, 26

-11.01K

0.00%

Madison Wealth Partners, Inc

19.62K

Jun 30, 26

+635

0.00%

Cardinal Point Capital Management, ULC

19.57K

Jun 30, 26

+5.63K

0.00%

MEANS INVESTMENT CO., INC.

19.56K

Jun 30, 26

0.00%

J. L. Bainbridge & Co., Inc.

19.54K

Jun 30, 26

-1.74K

0.00%

Curran Financial Partners, LLC

19.50K

Jun 30, 26

+6.73K

0.00%

Goepper Burkhardt LLC

19.45K

Jun 30, 26

0.00%

Martel Wealth Advisors Inc

19.42K

Jun 30, 26

+16

0.00%

PATTEN & PATTEN INC/TN

19.33K

Jun 30, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

19.29K

Jun 30, 26

+19

0.00%

GEM Asset Management, LLC

19.26K

Jun 30, 26

+1.05K

0.00%

Geometric Wealth Advisors

19.25K

Jun 30, 26

0.00%

Uncommon Cents Investing LLC

19.24K

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

19.20K

Jun 30, 26

0.00%

NWAM LLC

19.04K

Jun 30, 26

+220

0.00%

BURLING WEALTH PARTNERS, LLC

18.91K

Jun 30, 26

+6.66K

0.00%

Cadent Capital Advisors, LLC

18.80K

Jun 30, 26

0.00%

CRA Financial Services, LLC

18.80K

Jun 30, 26

0.00%

HRT FINANCIAL LP

18.75K

Jun 30, 26

-226.73K

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

18.68K

Jun 30, 26

+2.65K

0.00%

Hexagon Capital Partners LLC

18.58K

Jun 30, 26

-167

0.00%

Round Rock Advisors, LLC

18.57K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

18.50K

Jun 30, 26

0.00%

Valley Brook Capital Group, Inc.

18.48K

Jun 30, 26

+145

0.00%

FIDUCIENT ADVISORS LLC

18.48K

Jun 30, 26

+4.59K

0.00%

Members Trust Co

18.43K

Jun 30, 26

0.00%

KANE INVESTMENT MANAGEMENT, INC.

18.27K

Jun 30, 26

+1.22K

0.00%

GK Wealth Management LLC

18.26K

Jun 30, 26

+18.26K

0.00%

Pinnacle Bancorp, Inc.

18.16K

Jun 30, 26

0.00%

MOTIVE WEALTH ADVISORS

18.02K

Jun 30, 26

-2.20K

0.00%

Rockbridge Investment Management, LCC

17.86K

Jun 30, 26

-292

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

17.83K

Jun 30, 26

0.00%

TPG Advisors LLC

17.73K

Jun 30, 26

+13

0.00%

MBE Wealth Management, LLC

17.72K

Jun 30, 26

-102

0.00%

GUYASUTA INVESTMENT ADVISORS INC

17.62K

Jun 30, 26

+970

0.00%

Armor Investment Advisors, LLC

17.57K

Jun 30, 26

-51

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

17.50K

Jun 30, 26

-14.94K

0.00%

Hudock, Inc.

17.41K

Jun 30, 26

+12

0.00%

REGIMEN WEALTH, LLC

17.37K

Jun 30, 26

+59

0.00%

First County Bank /CT/

17.37K

Jun 30, 26

-920

0.00%

HILLTOP WEALTH ADVISORS, LLC

17.36K

Jun 30, 26

+17.36K

0.00%

DDD Partners, LLC

17.36K

Jun 30, 26

-251

0.00%

Grantvest Financial Group LLC

17.32K

Jun 30, 26

+80

0.00%

Fisher Asset Management, LLC

17.27K

Jun 30, 26

+9.05K

0.00%

Grey Fox Wealth Advisors, LLC

17.24K

Jun 30, 26

+1.01K

0.00%

IFG Advisors, LLC

17.14K

Jun 30, 26

-1.08K

0.00%

Slow Capital, Inc.

17.13K

Jun 30, 26

-106

0.00%

CENTRAL TRUST Co

17.12K

Jun 30, 26

+1.22K

0.00%

City Center Advisors, LLC

17.11K

Jun 30, 26

+1.47K

0.00%

Rinkey Investments

17.09K

Jun 30, 26

+4.48K

0.00%

Waldron Private Wealth LLC

17.05K

Jun 30, 26

0.00%

Flagship Private Wealth, LLC

17.02K

Jun 30, 26

0.00%

Nautilus Advisors LLC

16.95K

Jun 30, 26

0.00%

Colonial Trust Co / SC

16.93K

Jun 30, 26

+1.17K

0.00%

Lafayette Investments, Inc.

16.85K

Jun 30, 26

0.00%

ALTFEST L J & CO INC

16.85K

Jun 30, 26

+144

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

16.84K

Jun 30, 26

-37

0.00%

Barton Investment Management

16.84K

Jun 30, 26

+44

0.00%

FIRST TRUST ADVISORS LP

16.76K

Jun 30, 26

-3.05K

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

16.72K

Jun 30, 26

+26

0.00%

Advisors Capital Management, LLC

16.67K

Jun 30, 26

-298

0.00%

Capstone Financial Advisors, Inc.

16.49K

Jun 30, 26

+257

0.00%

ROOF EIDAM & MAYCOCK/ADV

16.48K

Jun 30, 26

0.00%

TCI Wealth Advisors, Inc.

16.44K

Jun 30, 26

+1.51K

0.00%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

16.41K

Jun 30, 26

-593

0.00%

BUILDER INVESTMENT GROUP INC /ADV

16.21K

Jun 30, 26

+1.92K

0.00%

Connecticut Wealth Management, LLC

16.18K

Jun 30, 26

-6.97K

0.00%

Pathway Financial Advisors LLC

16.16K

Jun 30, 26

-1.68K

0.00%

Capital Planning LLC

16.14K

Jun 30, 26

+7.76K

0.00%

Accredited Investors Inc.

16.04K

Jun 30, 26

+5.47K

0.00%

Essex Savings Bank

16.00K

Jun 30, 26

-1.18K

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

16.00K

Jun 30, 26

0.00%

Seaside Wealth Management, Inc.

15.85K

Jun 30, 26

0.00%

SPRENG CAPITAL MANAGEMENT, INC.

15.78K

Jun 30, 26

-68

0.00%

Aspire Growth Partners LLC

15.74K

Jun 30, 26

+42

0.00%

TITLEIST ASSET MANAGEMENT, LLC

15.73K

Jun 30, 26

-818

0.00%

FINANCIAL LIFE ADVISORS

15.71K

Jun 30, 26

+708

0.00%

Traub Capital Management LLC

15.65K

Jun 30, 26

-60

0.00%

Your Advocates Ltd., LLP

15.61K

Jun 30, 26

+256

0.00%

Aspect Partners, LLC

15.55K

Jun 30, 26

0.00%

Confluence Wealth Services, Inc.

15.51K

Jun 30, 26

+15.51K

0.00%

Riverview Capital Advisers, LLC

15.41K

Jun 30, 26

0.00%

Aspen Capital Management, LLC

15.38K

Jun 30, 26

0.00%

Vestmark Advisory Solutions, Inc.

15.37K

Jun 30, 26

-4.03K

0.00%

Mount Yale Investment Advisors, LLC

15.37K

Jun 30, 26

-4.03K

0.00%

ROMANO BROTHERS AND COMPANY

15.24K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

15.22K

Jun 30, 26

-8.69K

0.00%

Global Wealth Strategies & Associates

15.20K

Jun 30, 26

+11

0.00%

PRINCIPAL FINANCIAL GROUP INC

15.18K

Jun 30, 26

-625

0.00%

KICKSTAND VENTURES, LLC.

15.16K

Jun 30, 26

+1.05K

0.00%

DAVENPORT & Co LLC

15.15K

Jun 30, 26

-2.14K

0.00%

BXM Wealth LLC

14.97K

Jun 30, 26

+14.97K

0.00%

Wealthquest Corp

14.94K

Jun 30, 26

+2.72K

0.00%

Sonoma Private Wealth LLC

14.89K

Jun 30, 26

0.00%

Northern Financial Advisors Inc

14.88K

Jun 30, 26

-674

0.00%

DHJJ Financial Advisors, Ltd.

14.87K

Jun 30, 26

0.00%

Penobscot Investment Management Company, Inc.

14.82K

Jun 30, 26

-120

0.00%

GeoWealth Management, LLC

14.77K

Jun 30, 26

+3.47K

0.00%

Baltimore-Washington Financial Advisors, Inc.

14.72K

Jun 30, 26

-1.13K

0.00%

Williams Jones Wealth Management, LLC.

14.69K

Jun 30, 26

-5.32K

0.00%

Cadence Wealth Management LLC

14.65K

Jun 30, 26

-6

0.00%

SkyOak Wealth, LLC

14.59K

Jun 30, 26

0.00%

Paladin Wealth, LLC

14.54K

Jun 30, 26

0.00%

Bogart Wealth, LLC

14.49K

Jun 30, 26

+3.90K

0.00%

Qube Research & Technologies Ltd

14.49K

Jun 30, 26

+3.40K

0.00%

Prospera Financial Services Inc

14.46K

Jun 30, 26

-23

0.00%

Mainsail Financial Group, LLC

14.45K

Jun 30, 26

+14.45K

0.00%

Fairway Wealth LLC

14.37K

Jun 30, 26

0.00%

Lighthouse Wealth Management Inc.

14.20K

Jun 30, 26

0.00%

Financial Designs Corp

14.17K

Jun 30, 26

0.00%

MINDSET WEALTH MANAGEMENT, LLC

14.12K

Jun 30, 26

+153

0.00%

Hippocratic Financial Advisors, LLC

14.12K

Jun 30, 26

0.00%

Westshore Wealth, LLC

14.03K

Jun 30, 26

+37

0.00%

Strategic Blueprint, LLC

13.96K

Jun 30, 26

+4.50K

0.00%

WPG Advisers, LLC

13.94K

Jun 30, 26

-419

0.00%

Aviance Capital Partners, LLC

13.90K

Jun 30, 26

+851

0.00%

SeaBridge Investment Advisors LLC

13.80K

Jun 30, 26

0.00%

WADDELL & ASSOCIATES, LLC

13.66K

Jun 30, 26

-150

0.00%

BROWN WEALTH MANAGEMENT, LLC

13.64K

Jun 30, 26

-67

0.00%

INSIGNEO ADVISORY SERVICES, LLC

13.61K

Jun 30, 26

+3.17K

0.00%

FC Advisory LLC

13.59K

Jun 30, 26

+209

0.00%

MONTAG A & ASSOCIATES INC

13.58K

Jun 30, 26

0.00%

Advisory Alpha, LLC

13.58K

Jun 30, 26

-823

0.00%

Oakworth Capital, Inc.

13.58K

Jun 30, 26

+4.58K

0.00%

Modus Advisors, LLC

13.53K

Jun 30, 26

0.00%

MAYPORT, LLC

13.51K

Jun 30, 26

0.00%

PETERSON WEALTH MANAGEMENT

13.47K

Jun 30, 26

+36

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

13.46K

Jun 30, 26

-7

0.00%

Delos Wealth Advisors, LLC

13.42K

Jun 30, 26

0.00%

Elm Partners Management LLC

13.36K

Jun 30, 26

+3.65K

0.00%

Granite Bay Wealth Management, LLC

13.32K

Jun 30, 26

-1.25K

0.00%

Legacy Advisors, LLC

13.25K

Jun 30, 26

+35

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

13.24K

Jun 30, 26

+27

0.00%

South Shore Capital Advisors

13.22K

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

13.15K

Jun 30, 26

0.00%

Narwhal Capital Management

13.03K

Jun 30, 26

+1.00K

0.00%

Costello Asset Management, INC

13.03K

Jun 30, 26

-81

0.00%

Brooklyn FI, LLC

13.01K

Jun 30, 26

+13.01K

0.00%

Clarity Financial LLC

12.95K

Jun 30, 26

0.00%

ONE Advisory Partners, LLC

12.92K

Jun 30, 26

0.00%

RETIREMENT GUYS FORMULA LLC

12.92K

Jun 30, 26

-60

0.00%

XY Planning Network, Inc.

12.88K

Jun 30, 26

+12.88K

0.00%

LifeSteps Financial, Inc.

12.80K

Jun 30, 26

-596

0.00%

Stonebridge Financial Group, LLC

12.75K

Jun 30, 26

0.00%

Peregrine Asset Advisers, Inc.

12.73K

Jun 30, 26

+12.73K

0.00%

M&T BANK CORP

12.70K

Jun 30, 26

-1.00K

0.00%

Fusion Capital, LLC

12.69K

Jun 30, 26

+31

0.00%

Clearstead Trust, LLC

12.68K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

12.66K

Jun 30, 26

+963

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

12.58K

Jun 30, 26

-1.00K

0.00%

Sound Stewardship, LLC

12.56K

Jun 30, 26

+969

0.00%

PTM WEALTH MANAGEMENT, LLC

12.55K

Jun 30, 26

+33

0.00%

ProVise Management Group, LLC

12.48K

Jun 30, 26

-2.91K

0.00%

BENJAMIN EDWARDS INC

12.45K

Jun 30, 26

+693

0.00%

Consolidated Planning Corp

12.38K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

12.37K

Jun 30, 26

0.00%

TIEMANN INVESTMENT ADVISORS, LLC

12.36K

Jun 30, 26

0.00%

Roger Wittlin Investment Advisory, LLC

12.33K

Jun 30, 26

+12.33K

0.00%

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

12.29K

Jun 30, 26

-74

0.00%

Diversified Investment Strategies, LLC

12.20K

Jun 30, 26

-122

0.00%

Smithfield Trust Co

12.18K

Jun 30, 26

0.00%

CERTIOR FINANCIAL GROUP, LLC

12.14K

Jun 30, 26

+37

0.00%

StoneX Group Inc.

12.05K

Jun 30, 26

-16.45K

0.00%

CALTON & ASSOCIATES, INC.

12.03K

Jun 30, 26

-362

0.00%

PGIM Custom Harvest LLC

12.01K

Jun 30, 26

+570

0.00%

WealthCollab, LLC

11.98K

Jun 30, 26

0.00%

EASTERN BANK

11.95K

Jun 30, 26

0.00%

JSF Financial, LLC

11.94K

Jun 30, 26

+32

0.00%

Lansing Street Advisors

11.93K

Jun 30, 26

+11.93K

0.00%

GoalVest Advisory LLC

11.93K

Jun 30, 26

-844

0.00%

Soltis Investment Advisors LLC

11.91K

Jun 30, 26

-1.35K

0.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

11.83K

Jun 30, 26

0.00%

OneAscent Financial Services LLC

11.79K

Jun 30, 26

+620

0.00%

Palouse Capital Management, Inc.

11.73K

Jun 30, 26

-923

0.00%

HOWE & RUSLING INC

11.73K

Jun 30, 26

-749

0.00%

MKD WEALTH COACHES, LLC

11.69K

Jun 30, 26

-405

0.00%

WCG Wealth Advisors LLC

11.69K

Jun 30, 26

-328

0.00%

WARNER FINANCIAL, INC

11.66K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

11.66K

Jun 30, 26

0.00%

Koshinski Asset Management, Inc.

11.61K

Jun 30, 26

+136

0.00%

Brady Martz Wealth Solutions, LLC

11.60K

Jun 30, 26

+2.81K

0.00%

Curtis Advisory Group, LLC

11.60K

Jun 30, 26

+15

0.00%

Traynor Capital Management, Inc.

11.60K

Jun 30, 26

-8.68K

0.00%

Falcon Wealth Planning

11.59K

Jun 30, 26

-3.88K

0.00%

Bluesphere Advisors, LLC

11.52K

Jun 30, 26

0.00%

Independent Wealth Network Inc.

11.45K

Jun 30, 26

+2.42K

0.00%

TOTAL INVESTMENT MANAGEMENT INC

11.44K

Jun 30, 26

+1.00K

0.00%

Delta Investment Management, LLC

11.42K

Jun 30, 26

+14

0.00%

Strategic Wealth Partners, Ltd.

11.41K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

11.37K

Jun 30, 26

0.00%

Summit Investment Advisory Services, LLC

11.28K

Jun 30, 26

0.00%

Stonebridge Capital Advisors LLC

11.26K

Jun 30, 26

-1.25K

0.00%

Quartz Partners, LLC

11.25K

Jun 30, 26

-227

0.00%

Index Fund Advisors, Inc.

11.20K

Jun 30, 26

0.00%

Capital Investment Counsel, LLC

11.20K

Jun 30, 26

+545

0.00%

Accel Wealth Management

11.19K

Jun 30, 26

-76

0.00%

FinDec Wealth Services, Inc.

11.07K

Jun 30, 26

-959

0.00%

UMB Bank, n.a.

11.07K

Jun 30, 26

+2.73K

0.00%

BESSEMER GROUP INC

11.06K

Jun 30, 26

+10.90K

0.00%

Physician Wealth Advisors, Inc.

11.05K

Jun 30, 26

0.00%

Intrua Financial, LLC

11.05K

Jun 30, 26

+1.37K

0.00%

FORTEM FINANCIAL GROUP, LLC

11.00K

Jun 30, 26

+126

0.00%

Intelligence Driven Advisers, LLC

11.00K

Jun 30, 26

+11.00K

0.00%

Summit Financial Wealth Advisors, LLC

10.89K

Jun 30, 26

+689

0.00%

WEBSTER BANK, N. A.

10.88K

Jun 30, 26

0.00%

One Day In July LLC

10.86K

Jun 30, 26

0.00%

First Pacific Financial

10.84K

Jun 30, 26

+7.66K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

10.83K

Jun 30, 26

-165

0.00%

Maridea Wealth Management LLC

10.83K

Jun 30, 26

+10.83K

0.00%

Family Investment Center, Inc.

10.81K

Jun 30, 26

+33

0.00%

William Howard & Co Financial Advisors Inc

10.78K

Jun 30, 26

+28

0.00%

Riggs Asset Managment Co. Inc.

10.71K

Jun 30, 26

+10.71K

0.00%

JIM SAULNIER & ASSOCIATES, LLC

10.65K

Jun 30, 26

+10.65K

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

10.64K

Jun 30, 26

-1

0.00%

SP Asset Management LLC

10.61K

Jun 30, 26

0.00%

BEACON FINANCIAL GROUP

10.61K

Jun 30, 26

0.00%

SYON CAPITAL LLC

10.55K

Jun 30, 26

0.00%

WealthBridge Capital Management, LLC

10.55K

Jun 30, 26

+19

0.00%

Guardian Wealth Advisors, LLC

10.52K

Jun 30, 26

0.00%

Eley Financial Management, Inc

10.50K

Jun 30, 26

0.00%

Pegasus Asset Management, Inc.

10.49K

Jun 30, 26

-3.50K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

10.48K

Jun 30, 26

-660

0.00%

Swisher Financial Concepts, Inc.

10.47K

Jun 30, 26

0.00%

Tradition Wealth Management, LLC

10.43K

Jun 30, 26

-1.36K

0.00%

BALYASNY ASSET MANAGEMENT L.P.

10.43K

Jun 30, 26

+10.43K

0.00%

BetterWealth, LLC

10.33K

Jun 30, 26

-1.10K

0.00%

Elevated Capital Advisors, LLC

10.32K

Jun 30, 26

-9.82K

0.00%

Quotient Wealth Partners, LLC

10.30K

Jun 30, 26

0.00%

WBI INVESTMENTS, INC.

10.29K

Jun 30, 26

+515

0.00%

Capital Wealth Planning, LLC

10.22K

Jun 30, 26

+170

0.00%

RAM Investment Partners, LLC

10.15K

Jun 30, 26

-231

0.00%

Kovack Advisors, Inc.

10.09K

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

10.07K

Jun 30, 26

+293

0.00%

Sensible Money, LLC

10.07K

Jun 30, 26

+183

0.00%

Foguth Wealth Management, LLC.

10.04K

Jun 30, 26

-12

0.00%

PINNEY & SCOFIELD, INC.

10.02K

Jun 30, 26

-173

0.00%

Waterford Advisors, LLC

9.99K

Jun 30, 26

0.00%

25 LLC

9.94K

Jun 30, 26

+97

0.00%

Berkeley Capital Partners, LLC

9.90K

Jun 30, 26

+1.00K

0.00%

Capital Asset Advisory Services LLC

9.85K

Jun 30, 26

0.00%

Main Street Research LLC

9.84K

Jun 30, 26

-800

0.00%

PENNEY FINANCIAL, LLC

9.82K

Jun 30, 26

0.00%

Cambria Investment Management, L.P.

9.81K

Jun 30, 26

-897

0.00%

Segment Wealth Management, LLC

9.79K

Jun 30, 26

0.00%

Verity & Verity, LLC

9.78K

Jun 30, 26

0.00%

Shira Ridge Wealth Management

9.73K

Jun 30, 26

0.00%

Rollins Financial Advisors, LLC

9.72K

Jun 30, 26

0.00%

High Net Worth Advisory Group LLC

9.72K

Jun 30, 26

0.00%

Financial Advisory Corp

9.68K

Jun 30, 26

-60

0.00%

BINGHAM PRIVATE WEALTH, LLC

9.63K

Jun 30, 26

+29

0.00%

Canvas Wealth Advisors, LLC

9.58K

Jun 30, 26

-3.29K

0.00%

STRATEGIC PLANNING GROUP, LLC

9.58K

Jun 30, 26

+26

0.00%

Black Swift Group, LLC

9.58K

Jun 30, 26

0.00%

Ellenbecker Investment Group

9.55K

Jun 30, 26

-1.47K

0.00%

Golden State Wealth Management, LLC

9.53K

Jun 30, 26

0.00%

Affinity Capital Advisors, LLC

9.51K

Jun 30, 26

-5.32K

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

9.47K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

9.47K

Jun 30, 26

-321

0.00%

Advyzon Investment Management, LLC

9.46K

Jun 30, 26

-3.87K

0.00%

COLLECTIVE FAMILY OFFICE LLC

9.43K

Jun 30, 26

-165

0.00%

Southeast Asset Advisors Inc.

9.42K

Jun 30, 26

0.00%

Boston Partners

9.41K

Jun 30, 26

0.00%

WULFF, HANSEN & CO.

9.39K

Jun 30, 26

+9.39K

0.00%

M3 Advisory Group, LLC

9.39K

Jun 30, 26

0.00%

Welch Group, LLC

9.38K

Jun 30, 26

0.00%

OLD NATIONAL BANCORP /IN/

9.37K

Jun 30, 26

+9.37K

0.00%

Inlight Wealth Management, LLC

9.32K

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

9.32K

Jun 30, 26

0.00%

STEPHENS INC /AR/

9.29K

Jun 30, 26

-294

0.00%

Howard Capital Management Group, LLC

9.23K

Jun 30, 26

0.00%

Purkiss Capital Advisors LLC

9.18K

Jun 30, 26

0.00%

Sterling Investment Advisors, Ltd.

9.17K

Jun 30, 26

+31

0.00%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

9.14K

Jun 30, 26

-873

0.00%

Capital Investment Advisory Services, LLC

9.04K

Jun 30, 26

-82

0.00%

LAZARD ASSET MANAGEMENT LLC

9.00K

Jun 30, 26

-117.94K

0.00%

Cottage Street Advisors LLC

8.94K

Jun 30, 26

-348

0.00%

Haven Private, LLC

8.94K

Jun 30, 26

-504

0.00%

LEE DANNER & BASS INC

8.89K

Jun 30, 26

-7

0.00%

Patriot Financial Group Insurance Agency, LLC

8.81K

Jun 30, 26

-4.41K

0.00%

Presidio Capital Management, LLC

8.77K

Jun 30, 26

0.00%

RW Investment Management LLC

8.75K

Jun 30, 26

0.00%

Global Assets Advisory, LLC

8.75K

Jun 30, 26

+8.75K

0.00%

Busey Wealth Management

8.72K

Jun 30, 26

0.00%

Mustard Seed Financial, LLC

8.70K

Jun 30, 26

+8.70K

0.00%

MKT Advisors LLC

8.69K

Jun 30, 26

0.00%

Capital Investment Services of America, Inc.

8.67K

Jun 30, 26

0.00%

SageGuard Financial Group, LLC

8.66K

Jun 30, 26

+22

0.00%

Diversified Portfolios, Inc.

8.61K

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

8.57K

Jun 30, 26

+1.45K

0.00%

AMJ Financial Wealth Management

8.57K

Jun 30, 26

0.00%

Evercore Wealth Management, LLC

8.52K

Jun 30, 26

0.00%

Mattern Wealth Management LLC

8.50K

Jun 30, 26

0.00%

AMARA FINANCIAL, LLC.

8.49K

Jun 30, 26

+21

0.00%

Centennial Wealth Advisory LLC

8.48K

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

8.46K

Jun 30, 26

0.00%

Prostatis Group LLC

8.44K

Jun 30, 26

+331

0.00%

Legacy Bridge, LLC

8.43K

Jun 30, 26

0.00%

Brookwood Investment Group LLC

8.40K

Jun 30, 26

-297

0.00%

Bond & Devick Financial Network, Inc.

8.39K

Jun 30, 26

0.00%

Cypress Wealth Services, LLC

8.39K

Jun 30, 26

0.00%

G&S Capital LLC

8.36K

Jun 30, 26

+8.36K

0.00%

WP Advisors, LLC

8.34K

Jun 30, 26

+83

0.00%

True Link Financial Advisors, LLC

8.30K

Jun 30, 26

+3.37K

0.00%

PDS Planning, Inc

8.23K

Jun 30, 26

+1.34K

0.00%

MSH Capital Advisors LLC

8.16K

Jun 30, 26

+13

0.00%

Beacon Capital Management, LLC

8.10K

Jun 30, 26

-6.79K

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

8.08K

Jun 30, 26

-37.65K

0.00%

TRUE Private Wealth Advisors

8.06K

Jun 30, 26

-4.46K

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

8.02K

Jun 30, 26

0.00%

Sunbeam Capital Management, LLC

8.01K

Jun 30, 26

+21

0.00%

D'Orazio & Associates, Inc.

7.98K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

7.92K

Jun 30, 26

0.00%

WIN ADVISORS, INC

7.88K

Jun 30, 26

+7.88K

0.00%

Beacon Wealthcare LLC

7.87K

Jun 30, 26

0.00%

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

7.84K

Jun 30, 26

0.00%

Lesa Sroufe & Co

7.83K

Jun 30, 26

+7.83K

0.00%

Griffith & Werner, Inc.

7.81K

Jun 30, 26

+7.81K

0.00%

NorthStar Asset Management LLC /NJ/

7.80K

Jun 30, 26

-62

0.00%

CHAPIN DAVIS, INC.

7.78K

Jun 30, 26

+7.78K

0.00%

Pinnacle Financial Group, LLC / IL

7.74K

Jun 30, 26

+7.74K

0.00%

Cornerstone Capital, Inc.

7.74K

Jun 30, 26

+7.74K

0.00%

Cypress Capital Group

7.74K

Jun 30, 26

+7.74K

0.00%

Global Strategic Investment Solutions, LLC

7.73K

Jun 30, 26

+7.73K

0.00%

Cannon Financial Strategists, Inc.

7.72K

Jun 30, 26

+7.72K

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

7.69K

Jun 30, 26

+7.69K

0.00%

IAG Wealth Partners, LLC

7.68K

Jun 30, 26

0.00%

VestGen Advisors, LLC

7.53K

Jun 30, 26

-755

0.00%

Accent Capital Management, LLC

7.50K

Jun 30, 26

0.00%

Sandy Cove Advisors, LLC

7.50K

Jun 30, 26

+7.50K

0.00%

Osbon Capital Management LLC

7.48K

Jun 30, 26

0.00%

Advisor OS, LLC

7.47K

Jun 30, 26

+7.47K

0.00%

Jacksonville Wealth Management, LLC

7.47K

Jun 30, 26

+7.47K

0.00%

MOODY LYNN & LIEBERSON, LLC

7.46K

Jun 30, 26

+7.46K

0.00%

PKS Advisory Services, LLC

7.45K

Jun 30, 26

+7.45K

0.00%

FIRST AMERICAN TRUST, FSB

7.44K

Jun 30, 26

+7.44K

0.00%

Braun-Bostich & Associates Inc.

7.43K

Jun 30, 26

+7.43K

0.00%

SYM FINANCIAL Corp

7.40K

Jun 30, 26

-633

0.00%

Edgemoor Investment Advisors, Inc.

7.40K

Jun 30, 26

+7.40K

0.00%

SAGE RHINO CAPITAL LLC

7.37K

Jun 30, 26

+7.37K

0.00%

McAlister, Sweet & Associates, Inc.

7.34K

Jun 30, 26

+7.34K

0.00%

Legacy Financial Advisors, Inc.

7.33K

Jun 30, 26

+7.33K

0.00%

Allegheny Financial Group LTD

7.32K

Jun 30, 26

+7.32K

0.00%

Verde Capital Management

7.29K

Jun 30, 26

+7.29K

0.00%

BLB&B Advisors, LLC

7.28K

Jun 30, 26

+7.28K

0.00%

Oxinas Partners Wealth Management LLC

7.28K

Jun 30, 26

+7.28K

0.00%

HORAN Wealth, LLC

7.27K

Jun 30, 26

+7.27K

0.00%

Cannon Wealth Management Services, LLC

7.25K

Jun 30, 26

+7.25K

0.00%

Berkshire Bank

7.25K

Jun 30, 26

+7.25K

0.00%

Vawter Financial, Ltd.

7.22K

Jun 30, 26

+7.22K

0.00%

Choate Investment Advisors

7.21K

Jun 30, 26

+7.21K

0.00%

Carmel Capital Management L.L.C.

7.20K

Jun 30, 26

+7.20K

0.00%

Alaska Wealth Advisors

7.18K

Jun 30, 26

+7.18K

0.00%

Steigerwald, Gordon & Koch Inc.

7.17K

Jun 30, 26

0.00%

MOTCO

7.16K

Jun 30, 26

-6.37K

0.00%

JB Capital LLC

7.14K

Jun 30, 26

+7.14K

0.00%

Private Wealth Partners, LLC

7.10K

Jun 30, 26

+7.10K

0.00%

Variant Private Wealth, LLC

7.08K

Jun 30, 26

+7.08K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

7.05K

Jun 30, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

7.04K

Jun 30, 26

+7.04K

0.00%

Clay Northam Wealth Management, LLC

7.00K

Jun 30, 26

+7.00K

0.00%

WealthCare Investment Partners, LLC

6.97K

Jun 30, 26

+6.97K

0.00%

Rochester Wealth Strategies, LLC

6.97K

Jun 30, 26

+6.97K

0.00%

LAIRD NORTON TRUST COMPANY, LLC

6.97K

Jun 30, 26

+6.97K

0.00%

Gateway Wealth Partners, LLC

6.96K

Jun 30, 26

-2.68K

0.00%

Gray Private Wealth, LLC

6.94K

Jun 30, 26

+6.94K

0.00%

Wealth Management Nebraska

6.91K

Jun 30, 26

-8.48K

0.00%

Note Advisors, LLC

6.89K

Jun 30, 26

+6.89K

0.00%

PRIVATE MANAGEMENT GROUP INC

6.88K

Jun 30, 26

+6.88K

0.00%

Rock Point Advisors, LLC

6.87K

Jun 30, 26

+6.87K

0.00%

VERUS CAPITAL PARTNERS, LLC

6.84K

Jun 30, 26

-1.29K

0.00%

CAPITAL CITY TRUST CO/FL

6.82K

Jun 30, 26

-1.74K

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

6.81K

Jun 30, 26

-935

0.00%

Argent Trust Co

6.81K

Jun 30, 26

+6.81K

0.00%

Dunhill Financial, LLC

6.51K

Jun 30, 26

+901

0.00%

Arlington Trust Co LLC

6.49K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.11K

Jun 30, 26

-46

0.00%

TRUST CO OF TOLEDO NA /OH/

6.08K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

6.07K

Jun 30, 26

+6.07K

0.00%

Coston, McIsaac & Partners

5.94K

Jun 30, 26

0.00%

Trust Co

5.84K

Jun 30, 26

+23

0.00%

CARDIFF PARK ADVISORS, LLC

5.79K

Jun 30, 26

+1.76K

0.00%

Operose Advisors LLC

5.74K

Jun 30, 26

0.00%

RMG Wealth Management LLC

5.74K

Jun 30, 26

+3.37K

0.00%

Crews Bank & Trust

5.71K

Jun 30, 26

0.00%

NWK Group, Inc.

5.59K

Jun 30, 26

-650

0.00%

Heritage Wealth Advisors

5.14K

Jun 30, 26

+5.14K

0.00%

Community Financial Services Group, LLC

5.14K

Jun 30, 26

+5.14K

0.00%

GABLES CAPITAL MANAGEMENT INC.

5.03K

Jun 30, 26

0.00%

Olistico Wealth, LLC

4.91K

Jun 30, 26

0.00%

High Note Wealth, LLC

4.88K

Jun 30, 26

+1.56K

0.00%

JPL Wealth Management, LLC

4.62K

Jun 30, 26

0.00%

Community Bank, N.A.

4.51K

Jun 30, 26

0.00%

GW&K Investment Management, LLC

4.50K

Jun 30, 26

+2.47K

0.00%

MCDONALD PARTNERS LLC

4.47K

Jun 30, 26

+4.47K

0.00%

Activest Wealth Management

4.35K

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

4.35K

Jun 30, 26

-477

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

4.33K

Jun 30, 26

0.00%

NBT BANK N A /NY

4.16K

Jun 30, 26

-14.61K

0.00%

North Star Investment Management Corp.

4.04K

Jun 30, 26

+10

0.00%

American Capital Advisory, LLC

3.54K

Jun 30, 26

+775

0.00%

RICHARDS, MERRILL & PETERSON, INC.

3.49K

Jun 30, 26

0.00%

Rice Partnership, LLC

3.45K

Jun 30, 26

0.00%

HM PAYSON & CO

3.31K

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

3.31K

Jun 30, 26

+178

0.00%

GAMMA Investing LLC

3.14K

Jun 30, 26

+1.66K

0.00%

Spectrum Wealth Advisory Group, LLC

3.07K

Jun 30, 26

+3.07K

0.00%

CGC Financial Services, LLC

3.00K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

2.94K

Jun 30, 26

-6

0.00%

TOMPKINS FINANCIAL CORP

2.94K

Jun 30, 26

+2.70K

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

2.82K

Jun 30, 26

+2.82K

0.00%

Avion Wealth

2.73K

Jun 30, 26

-1

0.00%

Citizens National Bank Trust Department

2.69K

Jun 30, 26

0.00%

Versant Capital Management, Inc

2.59K

Jun 30, 26

+1.31K

0.00%

Atlantic Private Wealth, LLC

2.58K

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

2.56K

Jun 30, 26

+2.56K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

2.55K

Jun 30, 26

0.00%

BOKF, NA

2.54K

Jun 30, 26

+780

0.00%

GGM Financials LLC

2.52K

Jun 30, 26

+2.52K

0.00%

Frazier Financial Advisors, LLC

2.43K

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

2.41K

Jun 30, 26

+1.78K

0.00%

HOEY INVESTMENTS, INC

2.39K

Jun 30, 26

-45

0.00%

Balentine LLC

2.35K

Jun 30, 26

0.00%

Key FInancial Inc

2.35K

Jun 30, 26

+1.36K

0.00%

Synergy Investment Management, LLC

2.17K

Jun 30, 26

+1.05K

0.00%

Smallwood Wealth Investment Management, LLC

2.15K

Jun 30, 26

-20

0.00%

Glass Jacobson Investment Advisors llc

2.14K

Jun 30, 26

0.00%

Financial Perspectives, Inc

2.14K

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

2.10K

Jun 30, 26

0.00%

TSFG, LLC

2.02K

Jun 30, 26

0.00%

1.99K

Jun 30, 26

+1.99K

0.00%

Strategic Investment Solutions, Inc. /IL

1.96K

Jun 30, 26

-385

0.00%

Roble, Belko & Company, Inc

1.95K

Jun 30, 26

0.00%

Davis Capital Management

1.91K

Jun 30, 26

0.00%

Alpine Bank Wealth Management

1.89K

Jun 30, 26

+1.89K

0.00%

Glassman Wealth Services

1.88K

Jun 30, 26

0.00%

City State Bank

1.88K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

1.87K

Jun 30, 26

0.00%

Triumph Capital Management

1.79K

Jun 30, 26

-247

0.00%

PFS Partners, LLC

1.78K

Jun 30, 26

0.00%

HighMark Wealth Management LLC

1.75K

Jun 30, 26

0.00%

Concord Wealth Partners

1.68K

Jun 30, 26

+1.68K

0.00%

TFC Financial Management, Inc.

1.56K

Jun 30, 26

+236

0.00%

Providence Capital Advisors, LLC

1.56K

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

1.54K

Jun 30, 26

-153

0.00%

Mosley Wealth Management

1.49K

Jun 30, 26

+1.49K

0.00%

WEST PACES ADVISORS INC.

1.41K

Jun 30, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

1.34K

Jun 30, 26

+1.34K

0.00%

Princeton Global Asset Management LLC

1.32K

Jun 30, 26

0.00%

Bulwark Capital Corp

1.31K

Jun 30, 26

0.00%

Tidemark, LLC

1.27K

Jun 30, 26

0.00%

True Wealth Design, LLC

1.17K

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

1.13K

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

1.13K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

1.11K

Jun 30, 26

+210

0.00%

DiNuzzo Private Wealth, Inc.

1.09K

Jun 30, 26

0.00%

Archer Investment Corp

1.05K

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

1.05K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

New Republic Capital, LLC

978

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

902

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

900

Jun 30, 26

0.00%

TRUST CO OF VERMONT

894

Jun 30, 26

+894

0.00%

Hamilton Point Investment Advisors, LLC

894

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

888

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

886

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

886

Jun 30, 26

-451

0.00%

Valued Wealth Advisors LLC

858

Jun 30, 26

-846

0.00%

POM Investment Strategies, LLC

810

Jun 30, 26

0.00%

Cordant, Inc.

779

Jun 30, 26

+779

0.00%

Allspring Global Investments Holdings, LLC

712

Jun 30, 26

+712

0.00%

Paladin Advisory Group, LLC

688

Jun 30, 26

0.00%

Addison Advisors LLC

651

Jun 30, 26

+651

0.00%

Glen Eagle Advisors, LLC

620

Jun 30, 26

-199

0.00%

Horrell Capital Management, Inc.

606

Jun 30, 26

0.00%

Aberdeen Wealth Management LLC

600

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

582

Jun 30, 26

0.00%

Kozak & Associates, Inc.

580

Jun 30, 26

0.00%

Cypress Capital Management LLC (WY)

578

Jun 30, 26

0.00%

Whipplewood Advisors, LLC

550

Jun 30, 26

-6.43K

0.00%

MASECO LLP

514

Jun 30, 26

0.00%

Westside Investment Management, Inc.

480

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

461

Jun 30, 26

0.00%

Main Management LLC

456

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

443

Jun 30, 26

-152

0.00%

Pillar Financial Advisors, LLC

441

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

438

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

418

Jun 30, 26

+418

0.00%

Cheviot Value Management, LLC

403

Jun 30, 26

+210

0.00%

AMERIFLEX GROUP, INC.

393

Jun 30, 26

+318

0.00%

Kilter Group LLC

350

Jun 30, 26

-18

0.00%

HAZLETT, BURT & WATSON, INC.

336

Jun 30, 26

-154

0.00%

GPWM LLC

296

Jun 30, 26

0.00%

DB Fitzpatrick & Co, Inc

290

Jun 30, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

287

Jun 30, 26

-15.15K

0.00%

Ameritas Investment Partners, Inc.

282

Jun 30, 26

0.00%

Robbins Farley

277

Jun 30, 26

-226

0.00%

Noble Wealth Management PBC

250

Jun 30, 26

-517

0.00%

MTM Investment Management, LLC

240

Jun 30, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

227

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

225

Jun 30, 26

0.00%

Solstein Capital, LLC

204

Jun 30, 26

0.00%

Graney & King, LLC

161

Jun 30, 26

0.00%

FIRST HORIZON CORP

150

Jun 30, 26

0.00%

Virtus ETF Advisers LLC

146

Jun 30, 26

+38

0.00%

Founders Financial Alliance, LLC

144

Jun 30, 26

0.00%

Seneschal Advisors, LLC

140

Jun 30, 26

0.00%

Luken Investment Analytics, LLC

138

Jun 30, 26

+138

0.00%

Tower Research Capital LLC (TRC)

125

Jun 30, 26

-99.33K

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

+89

0.00%

EPG Wealth Management LLC

Jun 30, 26

+80

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-3.04K

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

Jun 30, 26

-1.37K

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

-124

0.00%

Redwood Park Advisors LLC

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

Jun 30, 26

0.00%

Friedenthal Financial

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

EVOKE WEALTH, LLC

Jun 30, 26

-68.84K

BlueStem Wealth Partners, LLC

Jun 30, 26

-733.43K

Magnolia Wealth Management, LLC

Jun 30, 26

-1.62K

Plan Group Financial, LLC

Jun 30, 26

-9.03K

ARGENT CAPITAL MANAGEMENT LLC

Jun 30, 26

-9.94K

PCA Investment Advisory Services Inc.

Jun 30, 26

-10.99K

SEEDS INVESTOR LLC

Jun 30, 26

-48.59K

SMART Wealth LLC

Jun 30, 26

-9.72K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-30.71K

Fort Sheridan Advisors LLC

Jun 30, 26

-22.20K

Newbridge Financial Services Group, Inc.

Jun 30, 26

-126

Kingdom Financial Group LLC.

Jun 30, 26

-3.12K

Evergreen Advisors, LLC

Jun 30, 26

-1.75K

Cynosure Group, LLC

Jun 30, 26

-282.87K

COUNTRY TRUST BANK

Jun 30, 26

-633

Beacon Capital Management, Inc.

Jun 30, 26

-4.60K

Symphony Financial, Ltd. Co.

Jun 30, 26

-11.10K

XTX Topco Ltd

Jun 30, 26

-27.98K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-324

HOWARD BAILEY SECURITIES, LLC

Jun 30, 26

-16.87K

Wall Street Financial Group, Inc.

Jun 30, 26

-418

Merkkuri Wealth Advisors LLC

Jun 30, 26

-2.71K

WealthShield Partners, LLC

Jun 30, 26

-107.97K

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

Jun 30, 26

-23.13K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-579

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-294.75K

SOA Wealth Advisors, LLC.

Jun 30, 26

-2.12K

Invesco Ltd.

Jun 30, 26

-12.09K

CFO4Life Group, LLC

Jun 30, 26

-13.93K

Quest 10 Wealth Builders, Inc.

Jun 30, 26

-773

Destiny Wealth Partners, LLC

Jun 30, 26

-617

Team Financial Group, LLC

Jun 30, 26

-999

Sound Income Strategies, LLC

Jun 30, 26

-4.41K

GTS SECURITIES LLC

Jun 30, 26

-11.38K

Golden State Equity Partners

Jun 30, 26

-44.68K

Linscomb & Williams, Inc.

Jun 30, 26

-26.32K

Baer Investment Advisory LLC

Jun 30, 26

-40.99K

SUMMITRY LLC

Jun 30, 26

-13.81K

Arkos Global Advisors

Jun 30, 26

-1.43K

Great Lakes Retirement, Inc.

Jun 30, 26

-14.41K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-16.48K

Sovereign Financial Group, Inc.

Jun 30, 26

-8.33K

Retireful, LLC

Jun 30, 26

-12.76K

SIERRA SUMMIT ADVISORS LLC

Jun 30, 26

-8.95K

Quadrant Private Wealth Management, LLC

Jun 30, 26

-32.58K

Pinnacle Wealth Management Advisory Group, LLC

Jun 30, 26

-9.28K

HFM Investment Advisors, LLC

Jun 30, 26

-17

Victrix Investment Advisors

Jun 30, 26

-68.63K

MBM Wealth Consultants, LLC

Jun 30, 26

-118

LifeWealth Investments, LLC

Jun 30, 26

-7.92K

Betterment LLC

28.60M

Mar 31, 26

+10.45M

1.17%

JANUS HENDERSON GROUP PLC

12.33M

Mar 31, 26

-83.38K

0.51%

BANK OF AMERICA CORP /DE/

10.08M

Mar 31, 26

+1.05M

0.41%

Beacon Pointe Advisors, LLC

7.77M

Mar 31, 26

+1.31M

0.32%

JONES FINANCIAL COMPANIES LLLP

3.36M

Mar 31, 26

+825.95K

0.14%

AMERIPRISE FINANCIAL INC

3.00M

Mar 31, 26

-480.21K

0.12%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.77M

Mar 31, 26

+150.21K

0.11%

Jaffetilchin Investment Partners, LLC

2.58M

Mar 31, 26

+6.39K

0.11%

Northeast Financial Group, Inc.

2.14M

Mar 31, 26

+157.75K

0.09%

Pure Financial Advisors, LLC

1.99M

Mar 31, 26

+13.59K

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.86M

Mar 31, 26

-42.05K

0.08%

Bernard Wealth Management Corp.

1.30M

Mar 31, 26

-46.24K

0.05%

Anchor Investment Management, LLC

1.19M

Mar 31, 26

+20.78K

0.05%

Asset Allocation Strategies LLC

877.99K

Mar 31, 26

+29.09K

0.04%

Brinker Capital Investments, LLC

850.73K

Mar 31, 26

-63.90K

0.03%

Transamerica Financial Advisors, Inc.

730.59K

Mar 31, 26

-82.89K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

722.60K

Mar 31, 26

+33.61K

0.03%

CWM, LLC

595.05K

Mar 31, 26

-46.43K

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%

NORTH STAR ASSET MANAGEMENT INC

484.26K

Mar 31, 26

+16.90K

0.02%

Equitable Holdings, Inc.

472.23K

Mar 31, 26

-107.11K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

356.28K

Mar 31, 26

+442

0.01%

U.S. Capital Wealth Advisors, LLC

353.26K

Mar 31, 26

-2.27K

0.01%

Red Tortoise LLC

286.63K

Mar 31, 26

+1.70K

0.01%

TWO SIGMA INVESTMENTS, LP

270.34K

Mar 31, 26

+254.80K

0.01%

Mission Creek Capital Partners, Inc.

243.01K

Mar 31, 26

+160.89K

0.01%

Vista Private Wealth Partners. LLC

184.94K

Mar 31, 26

-9.78K

0.01%

Tenret Co LLC

177.99K

Mar 31, 26

-7.36K

0.01%

FIRST FOUNDATION ADVISORS

164.56K

Mar 31, 26

0.01%

EXENCIAL WEALTH ADVISORS, LLC

146.82K

Mar 31, 26

+5.10K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

128.82K

Mar 31, 26

-47.61K

0.01%

Wiser Advisor Group LLC

76.64K

Mar 31, 26

-791

0.00%

Jefferies Financial Group Inc.

73.44K

Mar 31, 26

+13.16K

0.00%

Cherry Tree Wealth Management, LLC

72.17K

Mar 31, 26

+10.10K

0.00%

Evanson Asset Management, LLC

69.01K

Mar 31, 26

+348

0.00%

Kingsview Wealth Management, LLC

63.72K

Mar 31, 26

+6.58K

0.00%

TILIA FIDUCIARY PARTNERS, INC.

54.98K

Mar 31, 26

-569

0.00%

VANGUARD ADVISERS INC

50.77K

Mar 31, 26

+50.77K

0.00%

FARMERS TRUST CO

38.62K

Mar 31, 26

0.00%

Alternative Investment Advisors, LLC.

36.53K

Mar 31, 26

-2.77K

0.00%

Anfield Capital Management, LLC

32.80K

Mar 31, 26

+95

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

32.44K

Mar 31, 26

+529

0.00%

ALLIANCEBERNSTEIN L.P.

31.62K

Mar 31, 26

-826

0.00%

Parkside Financial Bank & Trust

30.58K

Mar 31, 26

+57

0.00%

Skopos Labs, Inc.

27.02K

Mar 31, 26

+13.16K

0.00%

Rehmann Capital Advisory Group

23.86K

Mar 31, 26

-1.00K

0.00%

GILL CAPITAL PARTNERS, LLC

23.25K

Mar 31, 26

-943

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

22.84K

Mar 31, 26

-700

0.00%

Leo Wealth, LLC

21.45K

Mar 31, 26

-493

0.00%

Capasso Planning Partners LLC

20.84K

Mar 31, 26

-1.83K

0.00%

Balanced Rock Investment Advisor

18.13K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

17.57K

Mar 31, 26

+88

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.48K

Mar 31, 26

-62.06K

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

16.00K

Mar 31, 26

-1.48K

0.00%

Keel Point, LLC

15.39K

Mar 31, 26

+6.42K

0.00%

Capital Planning Advisors, LLC

12.39K

Mar 31, 26

-2.15K

0.00%

Empowered Funds, LLC

10.71K

Mar 31, 26

-58.51K

0.00%

Capital Wealth Planning, LLC

10.05K

Mar 31, 26

+430

0.00%

MILLINGTON SECURITIES, INC.

9.77K

Mar 31, 26

+9.77K

0.00%

Evercore Wealth Management, LLC

8.52K

Mar 31, 26

0.00%

Yukon Wealth Management, Inc.

8.28K

Mar 31, 26

+24

0.00%

JDM Financial Group LLC

7.76K

Mar 31, 26

+41

0.00%

McIlrath & Eck, LLC

3.03K

Mar 31, 26

0.00%

Caitlin John, LLC

2.74K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

2.56K

Mar 31, 26

-108

0.00%

Sunbelt Securities, Inc.

1.75K

Mar 31, 26

-352

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%

Synergy Investment Management, LLC

1.12K

Mar 31, 26

+1.12K

0.00%

QUADRANT CAPITAL GROUP LLC

324

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

117

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

Mar 31, 26

-160

Strategic Financial Services, Inc,

Mar 31, 26

-7.69K

DV Trading LLC

Mar 31, 26

-17.40K

LAIRD NORTON TRUST COMPANY, LLC

Mar 31, 26

-12.41K

SOL Capital Management CO

Mar 31, 26

-8.35K

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%

CIBC Private Wealth Group, LLC

166.30K

Dec 31, 25

+849

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%

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%

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

0.06%

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%

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

0.09%

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

0.65%

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

4.01%

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

0.02%

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

0.16%

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%

Capital Directions Investment Advisors, LLC

4.53K

Dec 31, 22

+4.53K

0.00%

REFRAME WEALTH, 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%

KARLINSKI ANDREW C

Sep 30, 22

-425

McCutchen Group LLC

Sep 30, 22

-4.63K

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%

Intersect Capital LLC

Jun 30, 22

-6.04K

Altium Wealth Management LLC

Jun 30, 22

-28.47K

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%

VIRIDIAN RIA, LLC

Mar 31, 22

-28.76K

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

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%

NEXT Financial Group, Inc

Dec 31, 21

-1.02K

HawsGoodwin Investment Management LLC

Dec 31, 21

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

0.08%

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%

Partnervest Advisory Services LLC

Sep 30, 20

-3.07K

LifePlan Financial Group, Inc

Sep 30, 20

-1.16K

Confluence Wealth Management LLC

Sep 30, 20

-33.11K

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%