iShares MSCI EAFE Small-Cap ETF(SCZ)

$86.97—Stale · unknown old

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iShares MSCI EAFE Small-Cap ETF(SCZ)

NASDAQ • Last print unknown ago

$86.97—Stale · unknown old

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SCZ(SCZ)

SCZ

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Holder

Date

Change

% Held

JONES FINANCIAL COMPANIES LLLP

53.30M

Jun 30, 26

+3.87M

33.86%

NATIXIS ADVISORS, L.P.

14.11M

Jun 30, 26

+1.40M

8.96%

TIAA Wealth Investment Management LLC

9.65M

Jun 30, 26

+170.33K

6.13%

GOLDMAN SACHS GROUP INC

6.32M

Jun 30, 26

+3.29M

4.02%

FMR LLC

5.32M

Jun 30, 26

+647.54K

3.38%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.51M

Jun 30, 26

+157.01K

2.86%

BlackRock, Inc.

3.88M

Jun 30, 26

+92.97K

2.47%

Creative Planning

3.80M

Jun 30, 26

-125.69K

2.41%

State of New Jersey Common Pension Fund D

3.70M

Jun 30, 26

2.35%

Bank of New York Mellon Corp

2.99M

Jun 30, 26

-186.70K

1.90%

MORGAN STANLEY

2.28M

Jun 30, 26

-218.91K

1.45%

BANK OF AMERICA CORP /DE/

1.96M

Jun 30, 26

-493.60K

1.24%

JANE STREET GROUP, LLC

1.53M

Jun 30, 26

+1.53M

0.98%

Cassaday & Co Wealth Management LLC

1.36M

Jun 30, 26

+103.26K

0.87%

NORTHERN TRUST CORP

1.30M

Jun 30, 26

+2.56K

0.83%

Colony Group, LLC

1.27M

Jun 30, 26

-10.02K

0.81%

Cetera Investment Advisers

1.19M

Jun 30, 26

+58.02K

0.76%

WELLINGTON MANAGEMENT GROUP LLP

1.07M

Jun 30, 26

-408.23K

0.68%

UBS Group AG

963.89K

Jun 30, 26

-11.35K

0.61%

LPL Financial LLC

940.67K

Jun 30, 26

+91.89K

0.60%

BRYN MAWR TRUST Co

879.00K

Jun 30, 26

+17.90K

0.56%

Modera Wealth Management, LLC

878.34K

Jun 30, 26

-16.52K

0.56%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

724.16K

Jun 30, 26

+3.98K

0.46%

BANK OF MONTREAL /CAN/

718.38K

Jun 30, 26

+186.70K

0.46%

State of Tennessee, Treasury Department

611.48K

Jun 30, 26

-14.45K

0.39%

HighTower Advisors, LLC

601.65K

Jun 30, 26

-99.61K

0.38%

FORVIS Wealth Advisors, LLC

559.26K

Jun 30, 26

-16.76K

0.36%

ENVESTNET ASSET MANAGEMENT INC

554.81K

Jun 30, 26

-22.15K

0.35%

Financial Advisory Corp

550.18K

Jun 30, 26

-31.68K

0.35%

MONETA GROUP INVESTMENT ADVISORS LLC

530.04K

Jun 30, 26

+60.85K

0.34%

WELLS FARGO & COMPANY/MN

501.95K

Jun 30, 26

+25.62K

0.32%

PNC FINANCIAL SERVICES GROUP, INC.

470.95K

Jun 30, 26

-25.96K

0.30%

Baker Avenue Asset Management, LP

451.57K

Jun 30, 26

+4.78K

0.29%

Wealthcare Advisory Partners LLC

424.12K

Jun 30, 26

+17.95K

0.27%

Plancorp, LLC

394.80K

Jun 30, 26

-19.57K

0.25%

FLOW TRADERS U.S. LLC

392.69K

Jun 30, 26

+392.69K

0.25%

MERCER GLOBAL ADVISORS INC /ADV

388.76K

Jun 30, 26

+21.10K

0.25%

Pathstone Holdings, LLC

386.42K

Jun 30, 26

+234.15K

0.25%

MAI Capital Management

383.69K

Jun 30, 26

+7.52K

0.24%

Savant Capital, LLC

372.19K

Jun 30, 26

+159.39K

0.24%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

369.98K

Jun 30, 26

-5.08K

0.24%

ROYAL BANK OF CANADA

354.45K

Jun 30, 26

+211.00K

0.23%

Bear Mountain Capital, Inc.

343.77K

Jun 30, 26

+10.14K

0.22%

Arvest Bank Trust Division

310.32K

Jun 30, 26

-3.33K

0.20%

SHAKESPEARE WEALTH MANAGEMENT, INC.

307.10K

Jun 30, 26

+9.57K

0.20%

CHOREO, LLC

304.60K

Jun 30, 26

-9.52K

0.19%

FIFTH THIRD BANCORP

298.88K

Jun 30, 26

-3.98K

0.19%

Pure Financial Advisors, LLC

295.81K

Jun 30, 26

+2.27K

0.19%

MISSION WEALTH MANAGEMENT, LP

293.68K

Jun 30, 26

+65.54K

0.19%

Ballentine Partners, LLC

288.78K

Jun 30, 26

-1.36K

0.18%

Envestnet Portfolio Solutions, Inc.

263.59K

Jun 30, 26

+62.81K

0.17%

FIRST CITIZENS BANK & TRUST CO

261.33K

Jun 30, 26

+64.20K

0.17%

STIFEL FINANCIAL CORP

251.34K

Jun 30, 26

+652

0.16%

Bryn Mawr Capital Management, LLC

241.19K

Jun 30, 26

+10.43K

0.15%

FSM Wealth Advisors, LLC

239.97K

Jun 30, 26

+10.74K

0.15%

CI Private Wealth, LLC

234.53K

Jun 30, 26

-256.90K

0.15%

IMA Wealth, Inc.

225.71K

Jun 30, 26

+418

0.14%

RAYMOND JAMES FINANCIAL INC

218.03K

Jun 30, 26

+7.07K

0.14%

ADVISOR GROUP HOLDINGS, INC.

208.44K

Jun 30, 26

+17.70K

0.13%

TRUIST FINANCIAL CORP

201.95K

Jun 30, 26

-4.26K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

198.89K

Jun 30, 26

-14.26K

0.13%

TIAA TRUST, NATIONAL ASSOCIATION

196.91K

Jun 30, 26

+399

0.13%

Sequoia Financial Advisors, LLC

175.46K

Jun 30, 26

+48

0.11%

Wealth Architects, LLC

171.07K

Jun 30, 26

-4.01K

0.11%

RTD Financial Advisors, Inc.

169.51K

Jun 30, 26

-1.35K

0.11%

RMB Capital Management, LLC

168.29K

Jun 30, 26

+29.46K

0.11%

Nuveen, LLC

164.07K

Jun 30, 26

-452.74K

0.10%

CAPTRUST FINANCIAL ADVISORS

162.89K

Jun 30, 26

+2.72K

0.10%

Checchi Capital Advisers, LLC

162.28K

Jun 30, 26

-6.84K

0.10%

Mariner, LLC

161.49K

Jun 30, 26

-2.49K

0.10%

Klingman & Associates, LLC

155.24K

Jun 30, 26

-1.53K

0.10%

Shoker Investment Counsel, Inc.

147.71K

Jun 30, 26

+4.88K

0.09%

Integrated Wealth Concepts LLC

144.55K

Jun 30, 26

+41.25K

0.09%

NewEdge Advisors, LLC

143.48K

Jun 30, 26

+12.14K

0.09%

Omega Financial Group, LLC

142.43K

Jun 30, 26

+1.02K

0.09%

Federation des caisses Desjardins du Quebec

142.09K

Jun 30, 26

-6.93K

0.09%

ALESCO ADVISORS LLC

140.03K

Jun 30, 26

-3.08K

0.09%

TUDOR INVESTMENT CORP ET AL

139.63K

Jun 30, 26

+136.36K

0.09%

Sound Stewardship, LLC

137.16K

Jun 30, 26

+5.23K

0.09%

CULLEN/FROST BANKERS, INC.

136.73K

Jun 30, 26

+1.25K

0.09%

Brand Asset Management Group, Inc.

134.95K

Jun 30, 26

-4.79K

0.09%

AMERIPRISE FINANCIAL INC

133.68K

Jun 30, 26

+7.43K

0.08%

DORVAL Corp

131.70K

Jun 30, 26

+2.20K

0.08%

Frontier Asset Management, LLC

131.52K

Jun 30, 26

+1.61K

0.08%

Baird Financial Group, Inc.

127.82K

Jun 30, 26

+5.08K

0.08%

WESCAP Management Group, Inc.

127.48K

Jun 30, 26

-1.53K

0.08%

BRIGHTON JONES LLC

122.74K

Jun 30, 26

+3.93K

0.08%

JPMORGAN CHASE & CO

121.30K

Jun 30, 26

-87.47K

0.08%

Fonville Wealth Management LLC

118.45K

Jun 30, 26

+2.20K

0.08%

M&T BANK CORP

118.28K

Jun 30, 26

-4.15K

0.08%

DRW Securities, LLC

117.10K

Jun 30, 26

+117.10K

0.07%

ACADIAN ASSET MANAGEMENT LLC

115.12K

Jun 30, 26

+49.56K

0.07%

Charles Schwab Trust Co

113.15K

Jun 30, 26

-5.74K

0.07%

Ifrah Financial Services, Inc.

111.76K

Jun 30, 26

-2.45K

0.07%

Buckingham Strategic Partners

111.02K

Jun 30, 26

+60.75K

0.07%

BESSEMER GROUP INC

107.22K

Jun 30, 26

-400

0.07%

Schoolcraft Capital LLC

106.77K

Jun 30, 26

-4.37K

0.07%

SEI INVESTMENTS CO

106.67K

Jun 30, 26

+58.80K

0.07%

Wright Fund Management, LLC

105.07K

Jun 30, 26

+94.27K

0.07%

LTG Capital LLC

102.79K

Jun 30, 26

+468

0.07%

Brooklyn FI, LLC

102.26K

Jun 30, 26

+172

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

102.06K

Jun 30, 26

+4.74K

0.06%

Bleakley Financial Group, LLC

101.10K

Jun 30, 26

+772

0.06%

IFG Advisors, LLC

99.99K

Jun 30, 26

-5.49K

0.06%

ARVEST INVESTMENTS, INC.

98.42K

Jun 30, 26

+3.84K

0.06%

Cambridge Investment Research Advisors, Inc.

95.94K

Jun 30, 26

-107.80K

0.06%

ENCOMPASS WEALTH ADVISORS, LLC

93.90K

Jun 30, 26

+4.53K

0.06%

BANK OF STOCKTON

88.87K

Jun 30, 26

-558

0.06%

Beacon Pointe Advisors, LLC

88.34K

Jun 30, 26

-7.57K

0.06%

NFP Retirement, Inc.

86.55K

Jun 30, 26

-5.61K

0.05%

US BANCORP \DE\

86.47K

Jun 30, 26

-9.43K

0.05%

FRANKLIN RESOURCES INC

84.02K

Jun 30, 26

+798

0.05%

NorthStar Asset Management LLC /NJ/

82.60K

Jun 30, 26

+5.52K

0.05%

BLUELINE ADVISORS LLC

81.10K

Jun 30, 26

+5.04K

0.05%

BEAM WEALTH ADVISORS, INC.

81.01K

Jun 30, 26

+39.45K

0.05%

OPPENHEIMER ASSET MANAGEMENT INC.

78.16K

Jun 30, 26

+8.82K

0.05%

Waverly Advisors, LLC

74.46K

Jun 30, 26

-3.22K

0.05%

Cornerstone Management, Inc.

73.52K

Jun 30, 26

+1.16K

0.05%

My Personal CFO, LLC

72.84K

Jun 30, 26

+1.65K

0.05%

RITHOLTZ WEALTH MANAGEMENT

71.80K

Jun 30, 26

+741

0.05%

MML INVESTORS SERVICES, LLC

71.71K

Jun 30, 26

-2.32K

0.05%

Sterling Capital Management LLC

71.31K

Jun 30, 26

-12.82K

0.05%

HARBOR ADVISORY CORP /MA/

70.84K

Jun 30, 26

+5.03K

0.05%

Cerity Partners LLC

68.93K

Jun 30, 26

-14.04K

0.04%

Cascade Financial Partners, LLC

68.73K

Jun 30, 26

+2.25K

0.04%

WASHINGTON TRUST BANK

68.61K

Jun 30, 26

+9.53K

0.04%

RENAISSANCE TECHNOLOGIES LLC

68.60K

Jun 30, 26

-5.87K

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

68.24K

Jun 30, 26

-2.51K

0.04%

Quent Capital, LLC

67.57K

Jun 30, 26

+7.47K

0.04%

BANK OF HAWAII

67.15K

Jun 30, 26

-1.55K

0.04%

TCG Advisory Services, LLC

66.85K

Jun 30, 26

+2.20K

0.04%

Financiere des Professionnels - Fonds d,investissement inc.

66.20K

Jun 30, 26

+4.70K

0.04%

One Capital Management, LLC

65.08K

Jun 30, 26

0.04%

MSH Capital Advisors LLC

63.90K

Jun 30, 26

-284

0.04%

Shore Point Advisors, LLC

63.86K

Jun 30, 26

+903

0.04%

SCHRODER INVESTMENT MANAGEMENT GROUP

63.07K

Jun 30, 26

+63.07K

0.04%

Allworth Financial LP

62.89K

Jun 30, 26

-2.92K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

62.75K

Jun 30, 26

-31.94K

0.04%

Private Advisor Group, LLC

62.72K

Jun 30, 26

+3.85K

0.04%

ASSETMARK, INC

62.34K

Jun 30, 26

+60.70K

0.04%

FCA CORP /TX

62.20K

Jun 30, 26

+2.70K

0.04%

Miracle Mile Advisors, LLC

60.93K

Jun 30, 26

-3.26K

0.04%

CIBC Bancorp USA Inc.

60.10K

Jun 30, 26

+55.60K

0.04%

Clearwater Capital Advisors, LLC

58.52K

Jun 30, 26

-2.18K

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

58.07K

Jun 30, 26

+7.16K

0.04%

SVB WEALTH LLC

57.39K

Jun 30, 26

-2.98K

0.04%

Qube Research & Technologies Ltd

56.23K

Jun 30, 26

+46.66K

0.04%

Investors Research Corp

56.20K

Jun 30, 26

-2.96K

0.04%

Larson Financial Group LLC

54.64K

Jun 30, 26

-4.87K

0.03%

Heritage Trust Co

54.53K

Jun 30, 26

-3.72K

0.03%

Goldstein Advisors, LLC

54.26K

Jun 30, 26

-2.12K

0.03%

Cooke Wealth Management, LLC

54.18K

Jun 30, 26

-840

0.03%

Vise Technologies, Inc.

53.74K

Jun 30, 26

+13.96K

0.03%

Aptus Capital Advisors, LLC

52.52K

Jun 30, 26

+2.42K

0.03%

Auto-Owners Insurance Co

52.30K

Jun 30, 26

0.03%

Partners in Financial Planning

51.45K

Jun 30, 26

+1.60K

0.03%

Fi3 FINANCIAL ADVISORS, LLC

50.16K

Jun 30, 26

+47.29K

0.03%

Endowment Wealth Management, Inc.

50.16K

Jun 30, 26

+3.57K

0.03%

MARTIN & CO INC /TN/

50.00K

Jun 30, 26

+371

0.03%

Pensionmark Financial Group, LLC

49.02K

Jun 30, 26

-1.06K

0.03%

PARK AVENUE SECURITIES LLC

48.99K

Jun 30, 26

+48.99K

0.03%

NBT BANK N A /NY

48.85K

Jun 30, 26

-1.32K

0.03%

GLENMEDE TRUST CO NA

48.39K

Jun 30, 26

+302

0.03%

Richard W. Paul & Associates, LLC

46.88K

Jun 30, 26

+432

0.03%

Professional Financial Advisors, LLC

46.62K

Jun 30, 26

-11.87K

0.03%

NICOLET BANKSHARES INC

46.50K

Jun 30, 26

+9.56K

0.03%

IFP Advisors, Inc

46.22K

Jun 30, 26

-22

0.03%

Foundation Wealth Management, LLC

46.09K

Jun 30, 26

+9.98K

0.03%

Waldron Private Wealth LLC

46.02K

Jun 30, 26

-520

0.03%

ASPIRIANT, LLC

45.22K

Jun 30, 26

-925

0.03%

Steward Partners Investment Advisory, LLC

45.11K

Jun 30, 26

+9.14K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.34K

Jun 30, 26

-641.95K

0.03%

Summit Trail Advisors, LLC

43.50K

Jun 30, 26

0.03%

Narus Financial Partners, LLC

43.19K

Jun 30, 26

-332

0.03%

Creekside Partners

42.84K

Jun 30, 26

+378

0.03%

James J. Burns & Company, LLC

42.70K

Jun 30, 26

+2.49K

0.03%

HANCOCK WHITNEY CORP

42.09K

Jun 30, 26

-6.58K

0.03%

Concurrent Investment Advisors, LLC

41.90K

Jun 30, 26

+13.35K

0.03%

Beacon Harbor Wealth Advisors, Inc.

40.87K

Jun 30, 26

+1.91K

0.03%

Global Retirement Partners, LLC

40.79K

Jun 30, 26

+40.79K

0.03%

Strategic Wealth Advisors LLC

40.60K

Jun 30, 26

+1.10K

0.03%

PINNACLE ASSOCIATES LTD

40.47K

Jun 30, 26

-1.54K

0.03%

Eagle Strategies LLC

39.70K

Jun 30, 26

+1.60K

0.03%

Crewe Advisors LLC

39.59K

Jun 30, 26

+1.53K

0.03%

Partnership Wealth Management, LLC

38.72K

Jun 30, 26

+1.55K

0.02%

Advisory Services Network, LLC

38.02K

Jun 30, 26

-2.49K

0.02%

Pointe Capital Management LLC

37.48K

Jun 30, 26

+1.01K

0.02%

Disciplined Investments, LLC

37.41K

Jun 30, 26

-1.08K

0.02%

Kestra Advisory Services, LLC

36.11K

Jun 30, 26

+2.12K

0.02%

Pinnacle Wealth Management Advisory Group, LLC

36.05K

Jun 30, 26

-1.41K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

35.81K

Jun 30, 26

-137

0.02%

BIP Wealth, LLC

35.63K

Jun 30, 26

+5.01K

0.02%

PRINCIPAL SECURITIES, INC.

35.10K

Jun 30, 26

+1.54K

0.02%

Probity Advisors, Inc.

35.09K

Jun 30, 26

+182

0.02%

Abacus Planning Group, Inc.

35.08K

Jun 30, 26

-1.06K

0.02%

D.A. DAVIDSON & CO.

34.68K

Jun 30, 26

+760

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

34.53K

Jun 30, 26

-200

0.02%

Sowell Financial Services LLC

34.52K

Jun 30, 26

+1.99K

0.02%

SAX WEALTH ADVISORS, LLC

34.41K

Jun 30, 26

+18.41K

0.02%

Noble Family Wealth, LLC

34.13K

Jun 30, 26

-244

0.02%

CITIZENS FINANCIAL GROUP INC/RI

33.49K

Jun 30, 26

+5.91K

0.02%

Acropolis Investment Management, LLC

33.13K

Jun 30, 26

-2.84K

0.02%

AQR CAPITAL MANAGEMENT LLC

32.91K

Jun 30, 26

+1.33K

0.02%

Breakwater Capital Group

32.89K

Jun 30, 26

+514

0.02%

RESTON WEALTH MANAGEMENT LLC

32.37K

Jun 30, 26

+1.44K

0.02%

Nicholas Hoffman & Company, LLC.

31.84K

Jun 30, 26

-1.54K

0.02%

NTV ASSET MANAGEMENT LLC

31.55K

Jun 30, 26

-500

0.02%

Wescott Financial Advisory Group, LLC

31.47K

Jun 30, 26

+2.50K

0.02%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

31.19K

Jun 30, 26

-957

0.02%

Lido Advisors, LLC

31.09K

Jun 30, 26

-121.20K

0.02%

Foundation Wealth Management, LLC\PA

31.05K

Jun 30, 26

-663

0.02%

Canopy Partners, LLC

30.91K

Jun 30, 26

0.02%

First Citizens Asset Management, Inc.

30.87K

Jun 30, 26

-129

0.02%

IHT Wealth Management, LLC

30.76K

Jun 30, 26

-2.19K

0.02%

Sincerus Advisory, LLC

30.68K

Jun 30, 26

+512

0.02%

Prosperity Planning, Inc.

30.11K

Jun 30, 26

-396

0.02%

Elmwood Wealth Management, Inc.

30.04K

Jun 30, 26

-308

0.02%

Coyle Financial Counsel LLC

29.27K

Jun 30, 26

-779

0.02%

Kingsview Wealth Management, LLC

29.09K

Jun 30, 26

+369

0.02%

BLAIR WILLIAM & CO/IL

28.74K

Jun 30, 26

+2.88K

0.02%

VANCE WEALTH, INC.

28.38K

Jun 30, 26

-1.04K

0.02%

SIMON QUICK ADVISORS, LLC

28.30K

Jun 30, 26

-46

0.02%

Argent Trust Co

28.06K

Jun 30, 26

+719

0.02%

Capital Analysts, LLC

27.89K

Jun 30, 26

+1.17K

0.02%

OneAscent Financial Services LLC

27.55K

Jun 30, 26

+17.28K

0.02%

STOCK YARDS BANK & TRUST CO

27.50K

Jun 30, 26

+724

0.02%

Regal Investment Advisors LLC

27.18K

Jun 30, 26

+388

0.02%

DAVENPORT & Co LLC

27.09K

Jun 30, 26

-78

0.02%

AMERICAN FINANCIAL & TAX STRATEGIES INC

26.96K

Jun 30, 26

0.02%

AIRE ADVISORS, LLC

26.68K

Jun 30, 26

-34

0.02%

Merit Financial Group, LLC

26.56K

Jun 30, 26

+447

0.02%

Cresset Asset Management, LLC

26.03K

Jun 30, 26

+1.22K

0.02%

American Financial Advisors, LLC

25.55K

Jun 30, 26

-5.52K

0.02%

Farther Finance Advisors, LLC

25.49K

Jun 30, 26

-983

0.02%

AMERICAN CENTURY COMPANIES INC

25.37K

Jun 30, 26

-56.15K

0.02%

NATIONAL BANK OF CANADA /FI/

24.99K

Jun 30, 26

-514.18K

0.02%

ATLAS CAPITAL ADVISORS LLC

24.65K

Jun 30, 26

-1.34K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

23.93K

Jun 30, 26

-628

0.02%

CI INVESTMENTS INC.

23.52K

Jun 30, 26

0.01%

TRB Wealth Management, LLC

23.23K

Jun 30, 26

+181

0.01%

Strategic Family Wealth Counselors, L.L.C.

23.02K

Jun 30, 26

-21

0.01%

Summit Financial, LLC

23.01K

Jun 30, 26

-249

0.01%

RPg Family Wealth Advisory, LLC

22.61K

Jun 30, 26

-5

0.01%

CARY STREET PARTNERS FINANCIAL LLC

22.53K

Jun 30, 26

-7

0.01%

Risk Paradigm Group, LLC

22.46K

Jun 30, 26

-3

0.01%

Rialto Wealth Management, LLC

22.08K

Jun 30, 26

-2.11K

0.01%

Geneos Wealth Management Inc.

21.82K

Jun 30, 26

+1.99K

0.01%

Quantinno Capital Management LP

21.42K

Jun 30, 26

+6.74K

0.01%

SageView Advisory Group, LLC

21.24K

Jun 30, 26

+41

0.01%

Fifth Third Wealth Advisors LLC

21.17K

Jun 30, 26

-1.82K

0.01%

Midwest Trust Co

21.17K

Jun 30, 26

+75

0.01%

Trust Co of the South

21.04K

Jun 30, 26

0.01%

Evanson Financial, LLC

20.97K

Jun 30, 26

+20.97K

0.01%

Stonehearth Capital Management, LLC

20.94K

Jun 30, 26

+20.94K

0.01%

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

20.88K

Jun 30, 26

+1.29K

0.01%

Atomi Financial Group, Inc.

20.77K

Jun 30, 26

-386

0.01%

LAIRD NORTON TRUST COMPANY, LLC

20.23K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

19.96K

Jun 30, 26

+64

0.01%

FDx Advisors, Inc.

19.70K

Jun 30, 26

-195

0.01%

Intergy Private Wealth, LLC

19.66K

Jun 30, 26

0.01%

Adviser Investments LLC

19.58K

Jun 30, 26

-49.24K

0.01%

Lee Financial Co

19.25K

Jun 30, 26

0.01%

BIRCH FINANCIAL GROUP, LLC

19.24K

Jun 30, 26

+5.71K

0.01%

CARDIFF PARK ADVISORS, LLC

19.22K

Jun 30, 26

-352

0.01%

Hudson Portfolio Management LLC

18.87K

Jun 30, 26

-195

0.01%

Falcon Wealth Planning

18.81K

Jun 30, 26

-84

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

18.79K

Jun 30, 26

-907

0.01%

SCS Capital Management LLC

18.43K

Jun 30, 26

-52

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

18.38K

Jun 30, 26

-381

0.01%

Parallel Advisors, LLC

18.27K

Jun 30, 26

-171

0.01%

QUADRANT CAPITAL GROUP LLC

18.13K

Jun 30, 26

-650

0.01%

Keel Point, LLC

18.03K

Jun 30, 26

-1.26K

0.01%

Continuum Advisory, LLC

17.71K

Jun 30, 26

+412

0.01%

GEM Asset Management, LLC

17.67K

Jun 30, 26

0.01%

Allegheny Financial Group LTD

17.66K

Jun 30, 26

-1.31K

0.01%

Parkwoods Wealth Partners, LLC

17.60K

Jun 30, 26

+17.60K

0.01%

Rockefeller Capital Management L.P.

17.33K

Jun 30, 26

-2.45K

0.01%

Guidance Point Advisors, LLC

17.30K

Jun 30, 26

+197

0.01%

Steel Peak Wealth Management LLC

17.16K

Jun 30, 26

+287

0.01%

Walkner Condon Financial Advisors LLC

17.15K

Jun 30, 26

-77

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

16.91K

Jun 30, 26

-1.73K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

16.60K

Jun 30, 26

0.01%

MB Generational Wealth, LLC

16.53K

Jun 30, 26

0.01%

Squire Investment Management Company, LLC

16.34K

Jun 30, 26

+440

0.01%

Clearstead Advisors, LLC

16.13K

Jun 30, 26

+163

0.01%

UMB Bank, n.a.

16.03K

Jun 30, 26

-2.22K

0.01%

Sterling Financial Planning, Inc.

16.00K

Jun 30, 26

-562

0.01%

EP Wealth Advisors, LLC

15.97K

Jun 30, 26

+1.18K

0.01%

Monument Group Wealth Advisors, LLC

15.88K

Jun 30, 26

-1.72K

0.01%

Forefront Wealth Partners, LLC

15.65K

Jun 30, 26

+9.46K

0.01%

Avidian Wealth Solutions, LLC

15.28K

Jun 30, 26

-68

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

15.22K

Jun 30, 26

-935

0.01%

TAGStone Capital, Inc.

15.21K

Jun 30, 26

-702

0.01%

Arkadios Wealth Advisors

15.18K

Jun 30, 26

+221

0.01%

Tortoise Investment Management, LLC

15.08K

Jun 30, 26

-471

0.01%

Great Point Wealth Advisors, LLC

15.05K

Jun 30, 26

-4.95K

0.01%

RBF Capital, LLC

15.00K

Jun 30, 26

0.01%

Magnus Financial Group LLC

14.82K

Jun 30, 26

+540

0.01%

TORONTO DOMINION BANK

14.76K

Jun 30, 26

+14.75K

0.01%

Meramec Financial Planners, LLC

14.58K

Jun 30, 26

-506

0.01%

Dorsey & Whitney Trust CO LLC

14.53K

Jun 30, 26

0.01%

Berkeley, Inc

14.22K

Jun 30, 26

-986

0.01%

Sanctuary Advisors, LLC

13.98K

Jun 30, 26

+386

0.01%

Aletheian Wealth Advisors LLC

13.97K

Jun 30, 26

0.01%

KELLY FINANCIAL GROUP LLC

13.96K

Jun 30, 26

-146

0.01%

BayBridge Capital Group, LLC

13.56K

Jun 30, 26

+444

0.01%

Petersen Hastings Wealth Advisors Inc.

13.52K

Jun 30, 26

-39

0.01%

DEUTSCHE BANK AG\

13.33K

Jun 30, 26

-2.41K

0.01%

BOKF, NA

13.30K

Jun 30, 26

-143

0.01%

J.W. COLE ADVISORS, INC.

13.13K

Jun 30, 26

+13.13K

0.01%

Glenview Trust Co

12.93K

Jun 30, 26

+254

0.01%

Physician Wealth Advisors, Inc.

12.90K

Jun 30, 26

-144

0.01%

Wedmont Private Capital

12.87K

Jun 30, 26

-107

0.01%

Westmount Partners, LLC

12.83K

Jun 30, 26

+263

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

12.64K

Jun 30, 26

-8

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

12.58K

Jun 30, 26

+768

0.01%

Tilson Financial Group, Inc.

12.53K

Jun 30, 26

-230

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

12.49K

Jun 30, 26

-648

0.01%

TWO SIGMA SECURITIES, LLC

12.49K

Jun 30, 26

+12.49K

0.01%

Interchange Capital Partners, LLC

12.39K

Jun 30, 26

-3.22K

0.01%

Financial Engines Advisors L.L.C.

12.34K

Jun 30, 26

-1.93K

0.01%

Mesirow Financial Investment Management, Inc.

12.05K

Jun 30, 26

+463

0.01%

Mason Investment Advisory Services, Inc.

11.98K

Jun 30, 26

+163

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

11.57K

Jun 30, 26

-542

0.01%

Busey Wealth Management

11.56K

Jun 30, 26

-1.79K

0.01%

Wealthcare Capital Partners, LLC

11.52K

Jun 30, 26

+152

0.01%

Betterment LLC

11.40K

Jun 30, 26

+738

0.01%

Truepoint, Inc.

11.36K

Jun 30, 26

-1.00K

0.01%

Smartleaf Asset Management LLC

11.27K

Jun 30, 26

0.01%

WHITTIER TRUST CO

11.21K

Jun 30, 26

0.01%

Independent Advisor Alliance

11.02K

Jun 30, 26

-30.96K

0.01%

Apella Capital, LLC

10.97K

Jun 30, 26

0.01%

Wealthspire Advisors, LLC

10.93K

Jun 30, 26

+1.75K

0.01%

FIRST AMERICAN TRUST, FSB

10.89K

Jun 30, 26

-16.82K

0.01%

Independence Bank of Kentucky

10.81K

Jun 30, 26

0.01%

FAMILY WEALTH PARTNERS, LLC

10.80K

Jun 30, 26

0.01%

Bedel Financial Consulting, Inc.

10.60K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

10.50K

Jun 30, 26

-87.83K

0.01%

Savvy Advisors, Inc.

10.46K

Jun 30, 26

-2.60K

0.01%

Alpha Omega Wealth Management LLC

10.41K

Jun 30, 26

+143

0.01%

Accretive Wealth Partners, LLC

10.16K

Jun 30, 26

0.01%

JOHNSON INVESTMENT COUNSEL INC

9.87K

Jun 30, 26

+222

0.01%

OPPENHEIMER & CO INC

9.84K

Jun 30, 26

-52

0.01%

21 West Wealth Management LLC

9.76K

Jun 30, 26

-272

0.01%

HB Wealth Management, LLC

9.73K

Jun 30, 26

-5

0.01%

St. Louis Trust Co

9.68K

Jun 30, 26

0.01%

MATHER GROUP, LLC.

9.68K

Jun 30, 26

-477

0.01%

Elyxium Wealth, LLC

9.65K

Jun 30, 26

-11

0.01%

Grantham, Mayo, Van Otterloo & Co. LLC

9.55K

Jun 30, 26

+5.10K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.50K

Jun 30, 26

-464

0.01%

OLD MISSION CAPITAL LLC

9.50K

Jun 30, 26

+5.47K

0.01%

Callan Family Office, LLC

9.41K

Jun 30, 26

+6.86K

0.01%

REDW Wealth LLC

9.35K

Jun 30, 26

-123

0.01%

RF&L WEALTH MANAGEMENT, LLC

9.25K

Jun 30, 26

0.01%

Harbor Group, Inc.

9.21K

Jun 30, 26

+99

0.01%

LAM GROUP, INC.

9.15K

Jun 30, 26

0.01%

Financial Synergies Wealth Advisors, Inc.

9.14K

Jun 30, 26

-197

0.01%

Williams & Novak, LLC

9.04K

Jun 30, 26

0.01%

Dala Group, LLC

8.99K

Jun 30, 26

-13

0.01%

Schwab Charitable Fund

8.99K

Jun 30, 26

-225

0.01%

Invesco Ltd.

8.82K

Jun 30, 26

-190

0.01%

Asset Dedication, LLC

8.81K

Jun 30, 26

-495

0.01%

Forum Financial Management, LP

8.73K

Jun 30, 26

-380

0.01%

Fidelis Capital Partners, LLC

8.72K

Jun 30, 26

+367

0.01%

Procyon Advisors, LLC

8.65K

Jun 30, 26

-63

0.01%

Windward Private Wealth Management Inc.

8.47K

Jun 30, 26

0.01%

FIRST HORIZON CORP

8.45K

Jun 30, 26

+1.38K

0.01%

William Howard & Co Financial Advisors Inc

8.45K

Jun 30, 26

-327

0.01%

DMC Group, LLC

8.27K

Jun 30, 26

-1.10K

0.01%

CIBC WORLD MARKET INC.

8.25K

Jun 30, 26

0.01%

Smith Partners Wealth Management, LLC

8.16K

Jun 30, 26

-1.34K

0.01%

First Western Trust Bank

8.14K

Jun 30, 26

0.01%

Johnson Financial Group, LLC

8.11K

Jun 30, 26

-59

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

8.05K

Jun 30, 26

+213

0.01%

Pinnacle Financial Partners, Inc.

8.04K

Jun 30, 26

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

8.04K

Jun 30, 26

+91

0.01%

Ashton Thomas Private Wealth, LLC

8.02K

Jun 30, 26

+58

0.01%

Brucke Financial, Inc.

7.99K

Jun 30, 26

+485

0.01%

Global View Capital Management LLC

7.92K

Jun 30, 26

+1.27K

0.01%

Advisory Solutions Group, LLC

7.89K

Jun 30, 26

+7.89K

0.01%

CUTLER INVESTMENT COUNSEL LLC

7.82K

Jun 30, 26

-238

0.00%

Strategic Blueprint, LLC

7.74K

Jun 30, 26

+16

0.00%

ALLIANCEBERNSTEIN L.P.

7.72K

Jun 30, 26

+2.80K

0.00%

COMMERCE BANK

7.71K

Jun 30, 26

+2.39K

0.00%

RiverGlades Family Offices LLC

7.70K

Jun 30, 26

+7.70K

0.00%

Integrity Wealth Solutions LLC

7.68K

Jun 30, 26

+148

0.00%

Ancora Advisors, LLC

7.68K

Jun 30, 26

0.00%

Gladwyn Financial Advisors, Inc.

7.58K

Jun 30, 26

0.00%

Pitcairn Wealth Advisors LLC

7.56K

Jun 30, 26

0.00%

Financial Harvest, LLC

7.53K

Jun 30, 26

0.00%

McAdam, LLC

7.52K

Jun 30, 26

-1.55K

0.00%

JMG Financial Group, Ltd.

7.46K

Jun 30, 26

-58

0.00%

Ascent Group, LLC

7.39K

Jun 30, 26

-660

0.00%

MATTERS CAPITAL LLC

7.39K

Jun 30, 26

+10

0.00%

Athena Investment Management

7.38K

Jun 30, 26

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

7.32K

Jun 30, 26

0.00%

Mutual Advisors, LLC

7.28K

Jun 30, 26

-4

0.00%

NewEdge Wealth, LLC

7.27K

Jun 30, 26

+877

0.00%

McLean Asset Management Corp

7.23K

Jun 30, 26

-3.20K

0.00%

REBALANCE, LLC

7.21K

Jun 30, 26

+99

0.00%

CAUSEWAY CAPITAL MANAGEMENT LLC

7.10K

Jun 30, 26

0.00%

Capital Group Private Client Services, Inc.

7.03K

Jun 30, 26

-66

0.00%

Moisand Fitzgerald Tamayo, LLC

6.98K

Jun 30, 26

0.00%

GFS Advisors, LLC

6.98K

Jun 30, 26

-2.40K

0.00%

Morton Capital Management LLC/CA

6.97K

Jun 30, 26

+95

0.00%

May Hill Capital, LLC

6.87K

Jun 30, 26

-139

0.00%

Rehmann Capital Advisory Group

6.84K

Jun 30, 26

-435

0.00%

Tranquility Partners, LLC

6.84K

Jun 30, 26

0.00%

Retirement Planning Group

6.83K

Jun 30, 26

-12

0.00%

AE Wealth Management LLC

6.80K

Jun 30, 26

-897

0.00%

Courage Miller Partners, LLC

6.61K

Jun 30, 26

+23

0.00%

BECKER CAPITAL MANAGEMENT INC

6.58K

Jun 30, 26

0.00%

HEADINVEST, LLC

6.48K

Jun 30, 26

0.00%

Janney Montgomery Scott LLC

6.44K

Jun 30, 26

+6.44K

0.00%

SENTINEL WEALTH MANAGEMENT, INC.

6.43K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

6.38K

Jun 30, 26

+4.04K

0.00%

LAKE STREET FINANCIAL LLC

6.36K

Jun 30, 26

+49

0.00%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

6.26K

Jun 30, 26

0.00%

Peloton Wealth Strategists

6.24K

Jun 30, 26

+185

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

6.22K

Jun 30, 26

+107

0.00%

Index Fund Advisors, Inc.

6.19K

Jun 30, 26

-184

0.00%

WINNOW WEALTH LLC

6.18K

Jun 30, 26

+609

0.00%

Brickley Wealth Management

6.14K

Jun 30, 26

0.00%

Richard P Slaughter Associates Inc

6.11K

Jun 30, 26

0.00%

NWAM LLC

6.00K

Jun 30, 26

-369

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

5.97K

Jun 30, 26

+1.59K

0.00%

Beaird Harris Wealth Management, LLC

5.86K

Jun 30, 26

-456

0.00%

Pinnacle Wealth Planning Services, Inc.

5.85K

Jun 30, 26

-243

0.00%

Sierra Capital LLC

5.72K

Jun 30, 26

0.00%

Gladstone Institutional Advisory LLC

5.67K

Jun 30, 26

+1.63K

0.00%

Foundations Investment Advisors, LLC

5.65K

Jun 30, 26

+1.06K

0.00%

Empower Advisory Group, LLC

5.62K

Jun 30, 26

-118

0.00%

Sand Hill Global Advisors, LLC

5.62K

Jun 30, 26

0.00%

Braun-Bostich & Associates Inc.

5.59K

Jun 30, 26

-146

0.00%

Hexagon Capital Partners LLC

5.54K

Jun 30, 26

+209

0.00%

Integrated Advisors Network LLC

5.46K

Jun 30, 26

+93

0.00%

Michael Brady & Co., LLC

5.45K

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

5.44K

Jun 30, 26

-21

0.00%

Montecito Bank & Trust

5.44K

Jun 30, 26

-169

0.00%

GW&K Investment Management, LLC

5.40K

Jun 30, 26

0.00%

Discipline Wealth Solutions, LLC

5.38K

Jun 30, 26

-101

0.00%

Simplicity Wealth,LLC

5.27K

Jun 30, 26

-503

0.00%

Freestone Capital Holdings, LLC

5.26K

Jun 30, 26

+1.88K

0.00%

Cornerstone Wealth Advisors, Inc.

5.25K

Jun 30, 26

-15

0.00%

Stratos Wealth Partners, LTD.

5.15K

Jun 30, 26

+731

0.00%

VISTA INVESTMENT MANAGEMENT

5.10K

Jun 30, 26

-80

0.00%

ARK & TLK INVESTMENTS, LLC

5.07K

Jun 30, 26

0.00%

KFA Private Wealth Group, LLC

5.04K

Jun 30, 26

+977

0.00%

Compass Ion Advisors, LLC

5.04K

Jun 30, 26

-17

0.00%

Rathbones Group PLC

5.04K

Jun 30, 26

+46

0.00%

WEDBUSH SECURITIES INC

5.01K

Jun 30, 26

+39

0.00%

Fort Vancouver Investment Management, LLC

4.99K

Jun 30, 26

-296

0.00%

HUNTINGTON NATIONAL BANK

4.96K

Jun 30, 26

+168

0.00%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

4.82K

Jun 30, 26

0.00%

Holistic Planning, LLC

4.71K

Jun 30, 26

+211

0.00%

Biltmore Family Office, LLC

4.67K

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

4.63K

Jun 30, 26

+45

0.00%

Armstrong, Fleming & Moore, Inc

4.62K

Jun 30, 26

-146

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

4.61K

Jun 30, 26

-28

0.00%

CITIGROUP INC

4.57K

Jun 30, 26

-54

0.00%

Crescent Grove Advisors, LLC

4.57K

Jun 30, 26

+63

0.00%

Prospera Financial Services Inc

4.51K

Jun 30, 26

-2.71K

0.00%

CLUNE & ASSOCIATES, LTD.

4.44K

Jun 30, 26

-2.25K

0.00%

Galvin, Gaustad & Stein, LLC

4.42K

Jun 30, 26

-25

0.00%

HARBOUR INVESTMENTS, INC.

4.42K

Jun 30, 26

+25

0.00%

LongView Wealth Management

4.41K

Jun 30, 26

+35

0.00%

Embree Financial Group

4.40K

Jun 30, 26

-244

0.00%

REGIONS FINANCIAL CORP

4.39K

Jun 30, 26

-141

0.00%

COLLECTIVE FAMILY OFFICE LLC

4.30K

Jun 30, 26

-178

0.00%

Rockingstone Advisors LLC

4.25K

Jun 30, 26

0.00%

Belleair Asset Management, LLC

4.20K

Jun 30, 26

0.00%

Latitude Advisors, LLC

4.20K

Jun 30, 26

-75

0.00%

Mullaney, Keating & Wright, Inc.

4.19K

Jun 30, 26

+53

0.00%

Valeo Financial Advisors, LLC

4.16K

Jun 30, 26

+258

0.00%

STEPHENS INC /AR/

4.16K

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

4.10K

Jun 30, 26

-662

0.00%

Fortis Capital Advisors, LLC

4.09K

Jun 30, 26

-325

0.00%

Belpointe Asset Management LLC

4.09K

Jun 30, 26

-325

0.00%

Legacy Edge Advisors, LLC

4.09K

Jun 30, 26

+238

0.00%

Vannoy Advisory Group, Inc.

4.09K

Jun 30, 26

-241

0.00%

Wealth Preservation Advisors, LLC

4.06K

Jun 30, 26

0.00%

Modern Wealth Management, LLC

4.00K

Jun 30, 26

0.00%

TRUEFG, LLC

3.98K

Jun 30, 26

0.00%

Wealthfront Advisers LLC

3.98K

Jun 30, 26

+747

0.00%

GARRISON POINT ADVISORS, LLC

3.93K

Jun 30, 26

+25

0.00%

MFA Wealth Services

3.92K

Jun 30, 26

+48

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

3.80K

Jun 30, 26

-34

0.00%

Beckerman Institutional, LLC

3.80K

Jun 30, 26

-199

0.00%

Allspring Global Investments Holdings, LLC

3.79K

Jun 30, 26

0.00%

Hemenway Trust Co LLC

3.70K

Jun 30, 26

0.00%

FIRST INTERSTATE BANK

3.70K

Jun 30, 26

-1.96K

0.00%

STEVENS CAPITAL PARTNERS

3.70K

Jun 30, 26

-1.88K

0.00%

Jacobs Equity LLC

3.68K

Jun 30, 26

0.00%

Meridian Financial, LLC

3.67K

Jun 30, 26

-299

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

3.58K

Jun 30, 26

+3.58K

0.00%

Dynamic Financial Group

3.58K

Jun 30, 26

0.00%

Bestgate Wealth Advisors, LLC

3.58K

Jun 30, 26

-585

0.00%

Cornerstone Financial Management LLC

3.56K

Jun 30, 26

0.00%

Greenspring Advisors, LLC

3.54K

Jun 30, 26

0.00%

RiverFront Investment Group, LLC

3.53K

Jun 30, 26

+3.53K

0.00%

Columbus Macro, LLC

3.53K

Jun 30, 26

+173

0.00%

Key FInancial Inc

3.50K

Jun 30, 26

0.00%

Upper Left Wealth Management, LLC

3.50K

Jun 30, 26

+36

0.00%

LPWM LLC

3.49K

Jun 30, 26

+173

0.00%

TRUST CO OF VERMONT

3.48K

Jun 30, 26

+3.48K

0.00%

Stone Point Wealth LLC

3.48K

Jun 30, 26

-25

0.00%

CEERA INVESTMENTS, LLC

3.48K

Jun 30, 26

0.00%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

3.45K

Jun 30, 26

0.00%

MOSAIC FINANCIAL GROUP, LLC

3.42K

Jun 30, 26

+325

0.00%

Root Financial Partners, LLC

3.39K

Jun 30, 26

+2.17K

0.00%

Frazier Financial Advisors, LLC

3.35K

Jun 30, 26

0.00%

Fee-Only Financial Planning, L.C.

3.35K

Jun 30, 26

0.00%

Essex Financial Services, Inc.

3.34K

Jun 30, 26

+193

0.00%

DAVIDSON TRUST CO

3.33K

Jun 30, 26

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.32K

Jun 30, 26

+10

0.00%

Diversify Advisory Services, LLC

3.32K

Jun 30, 26

+3.32K

0.00%

Sentinel Advisory Group, LLC

3.32K

Jun 30, 26

+16

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

3.27K

Jun 30, 26

+280

0.00%

RAFFA WEALTH MANAGEMENT, LLC

3.23K

Jun 30, 26

-2.74K

0.00%

Segment Wealth Management, LLC

3.17K

Jun 30, 26

0.00%

Facet Wealth, Inc.

3.16K

Jun 30, 26

+3.16K

0.00%

Aspect Partners, LLC

3.11K

Jun 30, 26

-235.94K

0.00%

CoreCap Advisors, LLC

3.08K

Jun 30, 26

-29

0.00%

Foster Victor Wealth Advisors, LLC

3.05K

Jun 30, 26

+10

0.00%

Aurelius Family Office LLC

3.05K

Jun 30, 26

0.00%

Linscomb & Williams, Inc.

3.04K

Jun 30, 26

-431

0.00%

NorthRock Partners, LLC

3.02K

Jun 30, 26

-9

0.00%

Colorado Capital Management, Inc.

3.02K

Jun 30, 26

0.00%

XTX Topco Ltd

3.01K

Jun 30, 26

+3.01K

0.00%

Meeder Advisory Services, Inc.

3.00K

Jun 30, 26

+3.00K

0.00%

Heck Capital Advisors, LLC

2.96K

Jun 30, 26

0.00%

Michels Family Financial, LLC

2.96K

Jun 30, 26

+16

0.00%

Prospera Capital Management, LLC

2.96K

Jun 30, 26

+2.96K

0.00%

Williams Jones Wealth Management, LLC.

2.94K

Jun 30, 26

0.00%

Robertson Stephens Wealth Management, LLC

2.89K

Jun 30, 26

0.00%

CLARIS ADVISORS, LLC / MO /

2.89K

Jun 30, 26

0.00%

Werba Rubin Papier Wealth Management

2.87K

Jun 30, 26

+32

0.00%

Sigma Planning Corp

2.85K

Jun 30, 26

-362

0.00%

GHP Investment Advisors, Inc.

2.85K

Jun 30, 26

0.00%

Berger Financial Group, Inc

2.77K

Jun 30, 26

0.00%

Note Advisors, LLC

2.76K

Jun 30, 26

-6

0.00%

Granite Harbor Advisors, Inc.

2.76K

Jun 30, 26

0.00%

COREPATH WEALTH PARTNERS LLC

2.75K

Jun 30, 26

0.00%

Maltin Wealth Management, Inc.

2.75K

Jun 30, 26

-653

0.00%

Vistica Wealth Advisors, LLC

2.74K

Jun 30, 26

0.00%

Ground Swell Capital, LLC

2.71K

Jun 30, 26

+2.71K

0.00%

Montis Financial, LLC

2.67K

Jun 30, 26

+25

0.00%

NAPLES GLOBAL ADVISORS, LLC

2.65K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

2.64K

Jun 30, 26

-144

0.00%

GREENLEAF TRUST

2.63K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

2.60K

Jun 30, 26

+45

0.00%

Krilogy Financial LLC

2.56K

Jun 30, 26

-255

0.00%

New Covenant Trust Company, N.A.

2.55K

Jun 30, 26

0.00%

Fingerlakes Wealth Management, Inc.

2.54K

Jun 30, 26

+2.54K

0.00%

BENJAMIN EDWARDS INC

2.53K

Jun 30, 26

-28

0.00%

CURIO WEALTH, LLC

2.52K

Jun 30, 26

0.00%

HighPoint Advisor Group LLC

2.49K

Jun 30, 26

-333

0.00%

Gemmer Asset Management LLC

2.47K

Jun 30, 26

+2.47K

0.00%

Lynx Investment Advisory

2.47K

Jun 30, 26

+2.47K

0.00%

Park Place Capital Corp

2.46K

Jun 30, 26

-60

0.00%

GUIDANCE CAPITAL, INC

2.41K

Jun 30, 26

+2.41K

0.00%

Princeton Global Asset Management LLC

2.40K

Jun 30, 26

-14

0.00%

PINNEY & SCOFIELD, INC.

2.39K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

2.33K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

2.04K

Jun 30, 26

0.00%

AlphaCore Capital LLC

1.95K

Jun 30, 26

+1.24K

0.00%

Owl Creek Wealth Partners LLC

1.91K

Jun 30, 26

+215

0.00%

BAYBAN

1.90K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

1.90K

Jun 30, 26

+13

0.00%

Miller Global Investments, LLC

1.84K

Jun 30, 26

-357

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.79K

Jun 30, 26

+21

0.00%

Glassman Wealth Services

1.79K

Jun 30, 26

0.00%

New Republic Capital, LLC

1.78K

Jun 30, 26

+1.78K

0.00%

Atlantic Union Bankshares Corp

1.77K

Jun 30, 26

+22

0.00%

CDKV HOLDINGS LLC

1.77K

Jun 30, 26

-10

0.00%

TFC Financial Management, Inc.

1.73K

Jun 30, 26

-135

0.00%

CITY HOLDING CO

1.70K

Jun 30, 26

+1.70K

0.00%

Sage Mountain Advisors LLC

1.70K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

1.64K

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

1.61K

Jun 30, 26

0.00%

Creekmur Asset Management LLC

1.61K

Jun 30, 26

+1.61K

0.00%

NBC SECURITIES, INC.

1.61K

Jun 30, 26

0.00%

Bravera Wealth

1.55K

Jun 30, 26

0.00%

GAMMA Investing LLC

1.48K

Jun 30, 26

0.00%

Spire Wealth Management

1.47K

Jun 30, 26

-432

0.00%

HORIZON BANCORP INC /IN/

1.46K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.44K

Jun 30, 26

+374

0.00%

WealthCollab, LLC

1.33K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

1.26K

Jun 30, 26

+1.26K

0.00%

Capital Advisors, Ltd. LLC

1.25K

Jun 30, 26

-475

0.00%

Capital Investment Advisory Services, LLC

1.21K

Jun 30, 26

+200

0.00%

ROTHSCHILD INVESTMENT LLC

1.18K

Jun 30, 26

0.00%

Addison Advisors LLC

1.16K

Jun 30, 26

0.00%

Grove Bank & Trust

1.13K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.13K

Jun 30, 26

-30

0.00%

BURKETT FINANCIAL SERVICES, LLC

1.12K

Jun 30, 26

+16

0.00%

Copia Wealth Management

1.12K

Jun 30, 26

+265

0.00%

Indiana Trust & Investment Management CO

1.09K

Jun 30, 26

0.00%

Finley Financial, LLC

1.05K

Jun 30, 26

+150

0.00%

Westside Investment Management, Inc.

1.04K

Jun 30, 26

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.04K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

976

Jun 30, 26

+13

0.00%

OLD SECOND NATIONAL BANK OF AURORA

922

Jun 30, 26

0.00%

High Note Wealth, LLC

901

Jun 30, 26

0.00%

PARK NATIONAL CORP /OH/

890

Jun 30, 26

-40

0.00%

JDM Financial Group LLC

875

Jun 30, 26

0.00%

CENTRAL TRUST Co

850

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

840

Jun 30, 26

+840

0.00%

ELEVATE WEALTH ADVISORY, INC

838

Jun 30, 26

-122

0.00%

ST GERMAIN D J CO INC

806

Jun 30, 26

+450

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

802

Jun 30, 26

0.00%

Kilter Group LLC

792

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

770

Jun 30, 26

+770

0.00%

Harbor Asset Planning, Inc.

764

Jun 30, 26

+11

0.00%

MONTAG A & ASSOCIATES INC

760

Jun 30, 26

0.00%

Vanguard National Trust Co

750

Jun 30, 26

0.00%

City State Bank

722

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

714

Jun 30, 26

+611

0.00%

JNBA Financial Advisors

700

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

688

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

686

Jun 30, 26

+30

0.00%

MeadowBrook Investment Advisors LLC

663

Jun 30, 26

0.00%

BITTERROOT CAPITAL ADVISORS LLC

646

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

624

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

623

Jun 30, 26

0.00%

SIGNATUREFD, LLC

606

Jun 30, 26

-547

0.00%

Godfrey Financial Associates, Inc.

570

Jun 30, 26

0.00%

Perkins Coie Trust Co

568

Jun 30, 26

0.00%

Align Financial, LLC

534

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

527

Jun 30, 26

+19

0.00%

AMERICAN NATIONAL BANK

521

Jun 30, 26

+169

0.00%

Atlantic Edge Private Wealth Management, LLC

516

Jun 30, 26

0.00%

High Point Wealth Management, LLC

500

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

497

Jun 30, 26

-101

0.00%

HOWE & RUSLING INC

483

Jun 30, 26

+354

0.00%

ANGELES WEALTH MANAGEMENT, LLC

463

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

451

Jun 30, 26

0.00%

MCF Advisors LLC

451

Jun 30, 26

0.00%

Fairway Wealth LLC

434

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

429

Jun 30, 26

+429

0.00%

CAMBIENT FAMILY OFFICE, LLC

406

Jun 30, 26

0.00%

Dunhill Financial, LLC

405

Jun 30, 26

+175

0.00%

DiNuzzo Private Wealth, Inc.

405

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

395

Jun 30, 26

0.00%

Colonial Trust Co / SC

388

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

370

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

369

Jun 30, 26

0.00%

Benson Wealth Management INC

361

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

359

Jun 30, 26

+23

0.00%

Sunrise Financial Services, LLC

350

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

345

Jun 30, 26

0.00%

SHP Wealth Management

341

Jun 30, 26

-19

0.00%

IFG Advisory, LLC

340

Jun 30, 26

+340

0.00%

Newbridge Financial Services Group, Inc.

334

Jun 30, 26

0.00%

MRP Capital Investments, LLC

331

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

326

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

318

Jun 30, 26

+35

0.00%

Strive Financial Group ,LLC

317

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

309

Jun 30, 26

-50

0.00%

Coston, McIsaac & Partners

301

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

299

Jun 30, 26

+299

0.00%

Medallion Wealth Advisors, LLC

293

Jun 30, 26

+98

0.00%

Key Capital Management, INC

291

Jun 30, 26

-213

0.00%

Strategic Wealth Partners, Ltd.

291

Jun 30, 26

0.00%

288

Jun 30, 26

-689

0.00%

TSFG, LLC

279

Jun 30, 26

0.00%

Pacifica Partners Inc.

278

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

274

Jun 30, 26

0.00%

Bogart Wealth, LLC

274

Jun 30, 26

0.00%

Marquette Asset Management, LLC

264

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

261

Jun 30, 26

0.00%

Corsicana & Co.

261

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

260

Jun 30, 26

-195

0.00%

Nemes Rush Group LLC

256

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

256

Jun 30, 26

+89

0.00%

Private Wealth Asset Management, LLC

251

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

250

Jun 30, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

230

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

222

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

220

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

214

Jun 30, 26

+214

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

211

Jun 30, 26

-65

0.00%

Rosenberg Matthew Hamilton

202

Jun 30, 26

+172

0.00%

Lodestone Wealth Management LLC

200

Jun 30, 26

0.00%

Downshift Financial, LLC

194

Jun 30, 26

+194

0.00%

S&T BANK/PA

191

Jun 30, 26

0.00%

EASTERN BANK

181

Jun 30, 26

+21

0.00%

1015 Capital Partners, LLC

170

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

167

Jun 30, 26

0.00%

CNB Bank

165

Jun 30, 26

0.00%

Financial Perspectives, Inc

162

Jun 30, 26

0.00%

Robinswood Financial LLC

160

Jun 30, 26

0.00%

Monetary Solutions, Ltd

157

Jun 30, 26

0.00%

First Pacific Financial

157

Jun 30, 26

0.00%

Newton One Investments LLC

153

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

147

Jun 30, 26

+147

0.00%

Elevated Capital Advisors, LLC

143

Jun 30, 26

0.00%

Avion Wealth

143

Jun 30, 26

0.00%

CX Institutional

130

Jun 30, 26

-7

0.00%

Spectrum Wealth Advisory Group, LLC

125

Jun 30, 26

+125

0.00%

FAS Wealth Partners, Inc.

125

Jun 30, 26

0.00%

VIMA LLC

124

Jun 30, 26

+124

0.00%

Networth Advisors, LLC

120

Jun 30, 26

-46

0.00%

CVA Family Office, LLC

120

Jun 30, 26

0.00%

Dorato Capital Management

120

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

117

Jun 30, 26

0.00%

ROGCO, LP

113

Jun 30, 26

+113

0.00%

Hilton Head Capital Partners, LLC

102

Jun 30, 26

0.00%

Arlington Trust Co LLC

100

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

United Financial Planning Group LLC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

+56

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

Provenance Wealth Advisors, LLC

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

-17

0.00%

Essential Investment Partners LLC

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

Jun 30, 26

0.00%

Citizens National Bank Trust Department

Jun 30, 26

0.00%

Piscataqua Savings Bank

Jun 30, 26

+75

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

Jun 30, 26

+74

0.00%

Burk Holdings LLC

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

Walsh & Associates, LLC

Jun 30, 26

+67

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+14

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+64

0.00%

FIRST COMMUNITY TRUST NA

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+61

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Jun 30, 26

0.00%

YANKCOM Partnership

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

+57

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

0.00%

Hickory Point Bank & Trust

Jun 30, 26

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+46

0.00%

PlanVest Financial, Inc

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+45

0.00%

TRUST CO OF TOLEDO NA /OH/

Jun 30, 26

+21

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

+44

0.00%

Winch Advisory Services, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

0.00%

Roxbury Financial LLC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

-31

0.00%

SYM FINANCIAL Corp

Jun 30, 26

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

Markowski Investments

Jun 30, 26

+22

0.00%

PITTENGER & ANDERSON INC

Jun 30, 26

+20

0.00%

Wealth Enhancement Trust Services, Inc.

Jun 30, 26

0.00%

Powell Investment Advisors, LLC

Jun 30, 26

+13

0.00%

Clearstead Trust, LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

Jun 30, 26

+12

0.00%

Archer Investment Corp

Jun 30, 26

-57

0.00%

Fourth Dimension Wealth, LLC

Jun 30, 26

0.00%

Planning Strategies Inc.

Jun 30, 26

0.00%

SFAM, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-1

0.00%

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

0.00%

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-2.01K

Daytona Street Capital LLC

Jun 30, 26

-393

NEW YORK STATE COMMON RETIREMENT FUND

Jun 30, 26

-1.69K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-1

Annex Advisory Services, LLC

Jun 30, 26

-3.17K

WEBSTER BANK, N. A.

Jun 30, 26

-83

Sound Income Strategies, LLC

Jun 30, 26

-667

Integrated Capital Management, LLC

Jun 30, 26

-2.97K

Phillip James Consulting Co.

Jun 30, 26

-8

Strengthening Families & Communities, LLC

Jun 30, 26

-93

Gateway Wealth Partners, LLC

Jun 30, 26

-5.06K

Operose Advisors LLC

Jun 30, 26

-69

WHALEROCK POINT PARTNERS, LLC

Jun 30, 26

-6.70K

Main Management LLC

Jun 30, 26

-221

Squarepoint Ops LLC

Jun 30, 26

-8.81K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-108

Essential Partners LLC

Jun 30, 26

-64

Plante Moran Financial Advisors, LLC

Jun 30, 26

-16

Clayton Financial Group LLC

Jun 30, 26

-853

Sachetta, LLC

Jun 30, 26

-1

MidFirst Bank

Jun 30, 26

-25

Private Wealth Management Group, LLC

Jun 30, 26

-113

Main Street Group, LTD

Jun 30, 26

-87

Abound Wealth Management

Jun 30, 26

-84

Hamilton Point Investment Advisors, LLC

Jun 30, 26

-325

GTS SECURITIES LLC

Jun 30, 26

-3.70K

THRYVE WEALTH MANAGEMENT LLC

Jun 30, 26

-3.31K

Point72 Asset Management, L.P.

Jun 30, 26

-5.05K

First Command Advisory Services, Inc.

Jun 30, 26

-11

Resources Investment Advisors, LLC.

Jun 30, 26

-2.96K

CM WEALTH ADVISORS LLC

Jun 30, 26

-6.14K

United Advisor Group, LLC

Jun 30, 26

-2.62K

CFS Investment Advisory Services, LLC

Jun 30, 26

-3.78K

CITADEL ADVISORS LLC

Jun 30, 26

-287.65K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-334

Fisher Asset Management, LLC

Jun 30, 26

-2.56K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-12.41K

MBM Wealth Consultants, LLC

Jun 30, 26

-176

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.11K

Dixon Mitchell Investment Counsel Inc.

Jun 30, 26

-20

True Link Financial Advisors, LLC

Jun 30, 26

-105

Western Wealth Management, LLC

Jun 30, 26

-2.13K

Mill Creek Capital Advisors, LLC

241.78K

Mar 31, 26

-25.71K

0.15%

EXENCIAL WEALTH ADVISORS, LLC

179.88K

Mar 31, 26

-2.19K

0.11%

CWM, LLC

85.99K

Mar 31, 26

+4.57K

0.05%

Parkside Financial Bank & Trust

70.27K

Mar 31, 26

-93

0.04%

rebel Financial LLC

45.17K

Mar 31, 26

-1.91K

0.03%

Evanson Asset Management, LLC

21.04K

Mar 31, 26

+75

0.01%

Efficient Advisors, LLC

18.58K

Mar 31, 26

-1.77K

0.01%

Skopos Labs, Inc.

3.99K

Mar 31, 26

+1.42K

0.00%

CANANDAIGUA NATIONAL CORP

3.60K

Mar 31, 26

+3.60K

0.00%

Red Tortoise LLC

3.00K

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

2.88K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

236

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

153

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

119

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

-131

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-155

SIGNET FINANCIAL MANAGEMENT, LLC

Mar 31, 26

-2.64K

Quent Long Short Global Small Cap Fund, LP

61.77K

Dec 31, 25

+61.77K

0.04%

COMERICA BANK

61.04K

Dec 31, 25

-290

0.04%

Austin Private Wealth, LLC

52.60K

Dec 31, 25

-5.62K

0.03%

NICOLET ADVISORY SERVICES, LLC

25.35K

Dec 31, 25

+2.57K

0.02%

Total Wealth Planning, LLC

4.37K

Dec 31, 25

-79.47K

0.00%

CIBC Private Wealth Group, LLC

4.10K

Dec 31, 25

-86

0.00%

Running Point Capital Advisors, LLC

513

Dec 31, 25

0.00%

Covenant Partners, LLC

483

Dec 31, 25

0.00%

Pandora Wealth, Inc.

180

Dec 31, 25

0.00%

New Millennium Group LLC

111

Dec 31, 25

0.00%

Stephens Consulting, LLC

Dec 31, 25

+15

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-363

Full Sail Capital, LLC

261.39K

Sep 30, 25

-16.68K

0.17%

Glenmede Investment Management, LP

47.70K

Sep 30, 25

-683

0.03%

WETHERBY ASSET MANAGEMENT INC

22.40K

Sep 30, 25

0.01%

PBMares Wealth Management LLC

8.59K

Sep 30, 25

-646

0.01%

SYNOVUS FINANCIAL CORP

8.09K

Sep 30, 25

+62

0.01%

Moloney Securities Asset Management, LLC

5.62K

Sep 30, 25

-28

0.00%

AllSquare Wealth Management LLC

5.42K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

4.90K

Sep 30, 25

+250

0.00%

Watts Gwilliam & Co., LLC

4.79K

Sep 30, 25

0.00%

Strive Asset Management, LLC

3.83K

Sep 30, 25

-2.19K

0.00%

Willow Creek Wealth Management Inc.

3.17K

Sep 30, 25

0.00%

MAS Advisors LLC

3.12K

Sep 30, 25

+40

0.00%

Kathleen S. Wright Associates Inc.

1.65K

Sep 30, 25

0.00%

Hemington Wealth Management

536

Sep 30, 25

0.00%

Promus Capital, LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-1.59K

PITCAIRN CO

Sep 30, 25

-5.66K

AVANTAX ADVISORY SERVICES, INC.

741.13K

Jun 30, 25

+16.75K

0.47%

Copperwynd Financial, LLC

124.83K

Jun 30, 25

+124.83K

0.08%

PrairieView Partners, LLC

36.10K

Jun 30, 25

+1.36K

0.02%

Family Firm, Inc.

23.84K

Jun 30, 25

-993

0.02%

DOHJ, LLC

22.78K

Jun 30, 25

-963

0.01%

Parkworth Wealth Management, Inc.

17.86K

Jun 30, 25

+265

0.01%

Atria Wealth Solutions, Inc.

11.32K

Jun 30, 25

+157

0.01%

Martin Worley Group

9.88K

Jun 30, 25

0.01%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

9.68K

Jun 30, 25

-572

0.01%

First Horizon Advisors, Inc.

9.41K

Jun 30, 25

-172

0.01%

Capital A Wealth Management, LLC

186

Jun 30, 25

-32.30K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+41

0.00%

Corrigan Financial, Inc.

36.62K

Mar 31, 25

-1.53K

0.02%

Cahill Wealth Management, LLC

12.98K

Mar 31, 25

-41

0.01%

BluePointe Capital Management, LLC

11.64K

Mar 31, 25

+562

0.01%

Vista Wealth Management Group, LLC

7.35K

Mar 31, 25

0.00%

West Coast Financial LLC

6.79K

Mar 31, 25

-600

0.00%

Spectrum Wealth Counsel, LLC

6.61K

Mar 31, 25

-40

0.00%

Sandy Spring Bank

1.54K

Mar 31, 25

-632

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.42K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+68

0.00%

Nuveen Asset Management, LLC

417.23K

Dec 31, 24

+253.02K

0.27%

Fairhaven Wealth Management, LLC

126.33K

Dec 31, 24

-448

0.08%

Private Portfolio Partners LLC

108.03K

Dec 31, 24

-426

0.07%

LAKE STREET ADVISORS GROUP, LLC

98.31K

Dec 31, 24

-6.87K

0.06%

Merriman Wealth Management, LLC

65.74K

Dec 31, 24

-123.96K

0.04%

UNIONVIEW, LLC

13.71K

Dec 31, 24

+202

0.01%

CRITERION CAPITAL ADVISORS, LLC

5.62K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

2.88K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

172

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-552

Syntrinsic LLC

223.84K

Sep 30, 24

+3.32K

0.14%

KABOUTER MANAGEMENT, LLC

196.86K

Sep 30, 24

+54.93K

0.13%

Raymond James Financial Services Advisors, Inc.

161.65K

Sep 30, 24

+78.06K

0.10%

LWMG, LLC

88.07K

Sep 30, 24

+9.53K

0.06%

Argent Financial Group, Inc.

84.26K

Sep 30, 24

+84.26K

0.05%

RAYMOND JAMES & ASSOCIATES

83.34K

Sep 30, 24

-4.18K

0.05%

ClariVest Asset Management LLC

46.14K

Sep 30, 24

0.03%

Axiom Advisory, LLC

23.36K

Sep 30, 24

+606

0.01%

Alera Investment Advisors, LLC

8.44K

Sep 30, 24

-720

0.01%

RAYMOND JAMES TRUST N.A.

5.57K

Sep 30, 24

-869

0.00%

Essex Private Wealth Management, LLC

3.02K

Sep 30, 24

+3.02K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

750

Sep 30, 24

+750

0.00%

Halpern Financial, Inc.

324

Sep 30, 24

-63

0.00%

GYL FINANCIAL SYNERGIES, LLC

Sep 30, 24

-3.66K

BlackRock Inc.

3.46M

Jun 30, 24

+405.39K

2.20%

BUCKINGHAM STRATEGIC WEALTH, LLC

488.19K

Jun 30, 24

-1.39K

0.31%

ARVEST TRUST CO N A

335.43K

Jun 30, 24

+335.43K

0.21%

BENJAMIN F. EDWARDS & COMPANY, INC.

26.64K

Jun 30, 24

+1.87K

0.02%

Windham Capital Management, LLC

15.85K

Jun 30, 24

0.01%

GIRARD PARTNERS LTD.

13.70K

Jun 30, 24

-619

0.01%

Vantage Financial Partners Ltd., Inc.

8.99K

Jun 30, 24

-1.57K

0.01%

Relative Value Partners Group, LLC

5.86K

Jun 30, 24

+5.86K

0.00%

Custom Portfolio Group LLC

932

Jun 30, 24

0.00%

Private Ocean, LLC

785

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

180

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

111.25K

Mar 31, 24

+22.09K

0.07%

Benedetti & Gucer, Inc.

14.77K

Mar 31, 24

+867

0.01%

Bromfield Sneider Wealth Advisors

14.54K

Mar 31, 24

+2.54K

0.01%

Cetera Advisors LLC

11.55K

Mar 31, 24

+4.76K

0.01%

Cutler Group LLC / CA

500

Mar 31, 24

+500

0.00%

Retirement Group, LLC

171

Mar 31, 24

-16

0.00%

Connectus Wealth, LLC

Mar 31, 24

-6.56K

CREDIT SUISSE AG/

Mar 31, 24

-6.89K

Baystate Wealth Management LLC

85.29K

Dec 31, 23

+289

0.05%

Adroit Compliance, LLC

79.14K

Dec 31, 23

+79.14K

0.05%

WADE G W & INC

75.35K

Dec 31, 23

-1.73K

0.05%

Simplicity Solutions, LLC

54.26K

Dec 31, 23

+2.81K

0.03%

Bartlett & Co. LLC

52.84K

Dec 31, 23

-250

0.03%

Day & Ennis, LLC

23.82K

Dec 31, 23

-122

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

4.02K

Dec 31, 23

+4.02K

0.00%

COLONY GROUP LLC

439.12K

Sep 30, 23

+19.81K

0.28%

PATHSTONE FAMILY OFFICE, LLC

208.68K

Sep 30, 23

+5.81K

0.13%

Trellis Advisors, LLC

126.59K

Sep 30, 23

+3.98K

0.08%

Wealth Management Solutions, LLC

73.03K

Sep 30, 23

-628

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

25.88K

Sep 30, 23

+981

0.02%

ROPES WEALTH ADVISORS LLC

17.01K

Sep 30, 23

-1.27K

0.01%

ADVISOR PARTNERS II, LLC

7.68K

Sep 30, 23

+7.68K

0.00%

Icon Wealth Partners, LLC

3.36K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

773

Sep 30, 23

0.00%

Polaris Wealth Advisory Group, LLC

Sep 30, 23

-58.64K

TIAA, FSB

4.25M

Jun 30, 23

-3.59M

2.70%

First Capital Advisors Group, LLC.

2.04K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

833

Jun 30, 23

0.00%

MCMILLION CAPITAL MANAGEMENT INC

150

Jun 30, 23

+150

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

Jun 30, 23

-21

0.00%

Southern Wealth Management, LLP

77.40K

Mar 31, 23

+501

0.05%

Stone Asset Management Inc.

33.16K

Mar 31, 23

-75.09K

0.02%

Baldrige Asset Management LLC

18.70K

Mar 31, 23

+208

0.01%

Fullen Financial Group

9.81K

Mar 31, 23

0.01%

REFRAME WEALTH, LLC

97.99K

Dec 31, 22

+97.99K

0.06%

Capital Directions Investment Advisors, LLC

97.99K

Dec 31, 22

+97.99K

0.06%

BANK OF THE WEST

91.43K

Dec 31, 22

+48.69K

0.06%

RESOLUTE FINANCIAL, LLC

18.22K

Dec 31, 22

+2.47K

0.01%

Burleson & Company, LLC

17.68K

Dec 31, 22

0.01%

Personal Capital Advisors Corp

9.44K

Dec 31, 22

+220

0.01%

GOFEN & GLOSSBERG LLC /IL/

5.18K

Dec 31, 22

+618

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

4.00K

Dec 31, 22

+4.00K

0.00%

Sargent Bickham Lagudis LLC

2.10K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

753

Dec 31, 22

+100

0.00%

GAMBLE JONES INVESTMENT COUNSEL

Dec 31, 22

-2.00K

Radnor Financial Advisors, LLC

271.58K

Sep 30, 22

+7.60K

0.17%

55I, LLC

159.53K

Sep 30, 22

+146.18K

0.10%

BALASA DINVERNO & FOLTZ LLC

118.36K

Sep 30, 22

+94.24K

0.08%

EATON VANCE MANAGEMENT

65.78K

Sep 30, 22

+26.11K

0.04%

American Portfolios Advisors

36.66K

Sep 30, 22

-692

0.02%

DOWLING & YAHNKE LLC

28.37K

Sep 30, 22

0.02%

CPWM, LLC

24.89K

Sep 30, 22

+1.78K

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

16.99K

Sep 30, 22

+16.99K

0.01%

BLUESTEIN R H & CO LLC

14.96K

Sep 30, 22

-2.62K

0.01%

REGENTATLANTIC CAPITAL LLC

12.96K

Sep 30, 22

+2.14K

0.01%

RGT Wealth Advisors, LLC

1.67K

Sep 30, 22

+1.37K

0.00%

KARLINSKI ANDREW C

533

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

486

Sep 30, 22

+486

0.00%

Covington Capital Management

402

Sep 30, 22

0.00%

Surevest, LLC

159

Sep 30, 22

+159

0.00%

FourThought Financial, LLC

100

Sep 30, 22

0.00%

MILESTONE WEALTH, LLC

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-235

Beaumont Financial Partners, LLC

Sep 30, 22

-4.07K

Lake Point Wealth Management

199.70K

Jun 30, 22

+1.83K

0.13%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

31.18K

Jun 30, 22

+1.97K

0.02%

Intersect Capital LLC

5.02K

Jun 30, 22

+5.02K

0.00%

Frontier Wealth Management LLC

4.38K

Jun 30, 22

-251

0.00%

Fieldpoint Private Securities, LLC

765

Jun 30, 22

-567

0.00%

ADVISOR PARTNERS LLC

Jun 30, 22

-4.12K

People's United Financial, Inc.

256.25K

Mar 31, 22

-20.16K

0.16%

Hefren-Tillotson, Inc.

173.21K

Mar 31, 22

+15.61K

0.11%

SVB Investment Services Inc.

47.79K

Mar 31, 22

+9.69K

0.03%

Lenox Wealth Advisors, LLC

23.87K

Mar 31, 22

+21

0.02%

ELM ADVISORS, LLC

18.81K

Mar 31, 22

-7.87K

0.01%

Financial Planners of Cleveland, Inc.

15.67K

Mar 31, 22

+15.67K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

11.67K

Mar 31, 22

+4.58K

0.01%

KINGS POINT CAPITAL MANAGEMENT

1.31K

Mar 31, 22

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

203

Mar 31, 22

+203

0.00%

Freedman Financial Associates, Inc.

Mar 31, 22

0.00%

Cassaday & Co Inc.

96.33K

Dec 31, 21

+28.99K

0.06%

Paradigm Financial Advisors, LLC

18.89K

Dec 31, 21

+1.74K

0.01%

Asset Planning Services, Ltd.

9.42K

Dec 31, 21

+93

0.01%

NEXT Financial Group, Inc

3.57K

Dec 31, 21

+1.55K

0.00%

Crescent Capital Consulting, LLC

1.23K

Dec 31, 21

+1.23K

0.00%

REILLY FINANCIAL ADVISORS, LLC

779

Dec 31, 21

+515

0.00%

MD Financial Management Inc.

392

Dec 31, 21

+392

0.00%

Carroll Financial Associates, Inc.

148

Dec 31, 21

-57

0.00%

Rinet Co LLC

555.48K

Sep 30, 21

-2.19K

0.35%

MANAGED ACCOUNT SERVICES INC

72.86K

Sep 30, 21

-8.74K

0.05%

Harborview Advisors, LLC

37.49K

Sep 30, 21

+229

0.02%

HATTON CONSULTING, INC.

33.88K

Sep 30, 21

+5.03K

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

23.46K

Sep 30, 21

+3.41K

0.01%

BBVA USA

4.32K

Sep 30, 21

-241

0.00%

Homrich & Berg

4.27K

Sep 30, 21

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

2.98K

Sep 30, 21

-240

0.00%

Filbrandt Wealth Management, LLC

530

Sep 30, 21

-41

0.00%

Sonora Investment Management, LLC

218

Sep 30, 21

0.00%

AdvicePeriod, LLC

21.85K

Jun 30, 21

+1.11K

0.01%

Financial Consulate Inc.

5.39K

Jun 30, 21

+5.39K

0.00%

PNC Managed Account Solutions, Inc.

1.61K

Jun 30, 21

+1.61K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.03K

Jun 30, 21

0.00%

Hoover Financial Advisors, Inc.

200

Jun 30, 21

0.00%

Paracle Advisors, LLC

32.45K

Mar 31, 21

-470

0.02%

FIRST INTERSTATE BANCSYSTEM INC

8.32K

Mar 31, 21

+8.32K

0.01%

BBVA USA Bancshares, Inc.

6.39K

Mar 31, 21

-60

0.00%

TCF National Bank

3.07K

Mar 31, 21

0.00%

BERRY GROUP, LLC

65.06K

Dec 31, 20

+1.14K

0.04%

SVA Wealth Management, LLC

5.70K

Dec 31, 20

+238

0.00%

ETRADE Capital Management LLC

187.13K

Sep 30, 20

-2.02K

0.12%

Price Wealth, LLC

132.43K

Sep 30, 20

-37.77K

0.08%

Independence Advisors, LLC

90.99K

Sep 30, 20

-251

0.06%

Copper Rock Capital Partners, LLC

86.40K

Sep 30, 20

-19.11K

0.05%

First Allied Advisory Services, Inc.

24.75K

Sep 30, 20

-7.10K

0.02%

Kavar Capital Partners, LLC

6.05K

Sep 30, 20

-424

0.00%

Wealthspire Advisors, L.P.

4.17K

Sep 30, 20

-762

0.00%

FCG ADVISORS, LLC

4.01K

Sep 30, 20

-1.93K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

1.63K

Sep 30, 20

0.00%

Maxim Capital Management LLC

39.52K

Jun 30, 20

+105

0.03%

TRUEWEALTH LLC

5.34K

Jun 30, 20

-22.27K

0.00%

STRALEM & CO INC

532

Jun 30, 20

0.00%

Stratford Consulting, LLC

257.34K

Mar 31, 20

-111.89K

0.16%

PagnatoKarp Partners LLC

4.94K

Mar 31, 20

-9.58K

0.00%

Squar Milner Financial Services LLC

965

Mar 31, 20

0.00%

BOYS ARNOLD & CO INC

Mar 31, 20

-3.82K

Huber Financial Advisors, LLC

Mar 31, 20

-3.27K

Willingdon Wealth Management

Mar 31, 20

-35

LADENBURG THALMANN FINANCIAL SERVICES INC.

169.66K

Dec 31, 19

+28.16K

0.11%

Advisor Group, Inc.

95.53K

Dec 31, 19

-2.87K

0.06%

CAPITAL ONE, NATIONAL ASSOCIATION

12.09K

Dec 31, 19

+12.09K

0.01%

Beacon Pointe Wealth Advisors, LLC

5.99K

Dec 31, 19

-1.60K

0.00%

FBL INVESTMENT MANAGEMENT SERVICES INC/IA

3.17K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

324.56K

Sep 30, 19

-219.53K

0.21%

BIEGEL & WALLER LLC

190.53K

Sep 30, 19

-21

0.12%

BB&T SECURITIES, LLC

164.38K

Sep 30, 19

+10.39K

0.10%

Wealth & Pension Services Group, Inc.

32.37K

Sep 30, 19

-964

0.02%

MADRONA FUNDS, LLC

21.07K

Sep 30, 19

+21.07K

0.01%

Capital One Investing, Inc.

6.79K

Sep 30, 19

+6.79K

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

5.28K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

2.32K

Sep 30, 19

+1.96K

0.00%

Shamrock Asset Management LLC

184

Sep 30, 19

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

143.48K

Jun 30, 19

-1.03K

0.09%

Lourd Capital, LLC

20.54K

Jun 30, 19

0.01%

CHEMICAL BANK

5.10K

Jun 30, 19

+187

0.00%

Planning Solutions Group LLC

3.87K

Jun 30, 19

0.00%

HARVEST CAPITAL MANAGEMENT INC

Jun 30, 19

-46.63K

Steinberg Global Asset Management

38.77K

Mar 31, 19

-362

0.02%

Live Your Vision, LLC

9.85K

Mar 31, 19

+80

0.01%

AT Bancorp

4.45K

Mar 31, 19

-3.22K

0.00%

NEXT Financial Holdings

1.62K

Mar 31, 19

+1.62K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

599

Mar 31, 19

0.00%

Clarfeld Financial Advisors, LLC

86.50K

Dec 31, 18

+86.50K

0.05%

CEDAR HILL ASSOCIATES, LLC

46.22K

Dec 31, 18

+46.22K

0.03%

COMERICA SECURITIES INC

Dec 31, 18

-4.67K

WealthTrust-Arizona, LLC

Dec 31, 18

-75

DEARBORN CAPITAL MANAGEMENT LLC

46.41K

Sep 30, 18

-4.54K

0.03%

RAND WEALTH, LLC

4.00K

Sep 30, 18

-54

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

-221

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

Sep 30, 18

-7.81K

PhaseCapital LP

Sep 30, 18

-336

Edge Advisors, LLC

34.36K

Jun 30, 18

+1.81K

0.02%

Allegis Investment Advisors, LLC

13.98K

Mar 31, 18

+13.98K

0.01%

Hefty Wealth Partners

Mar 31, 18

-245

Oak Point Wealth Management

Mar 31, 18

-13

MILLIE CAPITAL MANAGEMENT, LLC

62.84K

Dec 31, 17

+2.48K

0.04%

GFS Private Wealth, LLC

47.04K

Dec 31, 17

+47.04K

0.03%

AURORA FINANCIAL ADVISORS, LLC

14.51K

Dec 31, 17

+14.51K

0.01%

Cornerstone Financial Partners, LLC

11.15K

Dec 31, 17

-163

0.01%

ROCKEFELLER FINANCIAL SERVICES INC

6.05K

Dec 31, 17

0.00%

WealthShield, LLC

1.69K

Dec 31, 17

+1.69K

0.00%

BB&T INVESTMENT SERVICES, INC.

270

Dec 31, 17

+270

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-3.56K

SII INVESTMENTS INC/WI

Dec 31, 17

-4.53K

NATIONAL PLANNING CORP

Dec 31, 17

-20.21K

ROBERTSON STEPHENS ADVISORS LLC

17.31K

Sep 30, 17

-941

0.01%

Commonwealth Equity Services, Inc

132.38K

Jun 30, 17

+10.54K

0.08%

WFG Advisors, LP

18.11K

Jun 30, 17

+2.46K

0.01%

Virtu KCG Holdings LLC

12.40K

Jun 30, 17

-33.51K

0.01%

RONALD BLUE & CO LLC

8.72K

Jun 30, 17

+977

0.01%

Independent Portfolio Consultants, Inc.

6.91K

Jun 30, 17

-760

0.00%

TIAA CREF TRUST CO FSB/MO

11.28M

Mar 31, 17

+246.52K

7.16%

Kernodle & Katon Asset Management Group, LLC

249

Mar 31, 17

+249

0.00%

BlackRock Group LTD

2.79M

Dec 31, 16

+70.17K

1.77%

BlackRock Fund Advisors

1.55M

Dec 31, 16

-407.30K

0.98%

MSI Financial Services Inc

106.66K

Dec 31, 16

+2.60K

0.07%

Braver Wealth Management, LLC

62.56K

Dec 31, 16

+1.26K

0.04%

BlackRock Japan Co. Ltd

23.30K

Dec 31, 16

-4.16K

0.01%

BlackRock Investment Management, LLC

5.90K

Dec 31, 16

+2.93K

0.00%

HIGH POINT BANK & TRUST CO

112

Dec 31, 16

0.00%

BLACKROCK ADVISORS LLC

Dec 31, 16

-3.86K

Stanford Investment Group, Inc.

Dec 31, 16

-131

Argentus Capital Management, LLC

Dec 31, 16

-1.60K

Gerstein Fisher

7.14K

Sep 30, 16

-495

0.00%

Tactical Allocation Group LLC

112.68K

Jun 30, 16

-17.15K

0.07%

Counsel Portfolio Services Inc.

43.05K

Jun 30, 16

+244

0.03%

Alerus Investment Advisors Corp

3.52K

Mar 31, 16

+398

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-2.18K

0.00%

IBBOTSON ASSOCIATES INC

194.59K

Dec 31, 15

+13.05K

0.12%

Fusion Investment Group, LLC

11.74K

Dec 31, 15

0.01%

Pinnacle Summer Investments, Inc.

1.21K

Dec 31, 15

+23

0.00%

FutureAdvisor, Inc.

525.27K

Sep 30, 15

+75.17K

0.33%

J.P. Turner & Co Capital Mnagement, LLC

6.52K

Sep 30, 15

+6.52K

0.00%

SOUTH GEORGIA CAPITAL, LLC

211

Sep 30, 15

0.00%

Convergent Wealth Advisors

Sep 30, 15

-12.10K

MANAGED ACCOUNT ADVISORS LLC

14.32K

Jun 30, 15

+2.36K

0.01%

BAIRD ROBERT W & CO INC /WI/

152.87K

Mar 31, 15

-19.26K

0.10%

BOSTON PRIVATE BANK & TRUST CO

2.79K

Mar 31, 15

+2.00K

0.00%

Placemark Investments, Inc.

18.62K

Dec 31, 14

+1.80K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

13.49K

Dec 31, 14

-9.62K

0.01%

UBS AG

431.58K

Sep 30, 14

-386.16K

0.27%

1919 Investment Counsel, LLC

3.13K

Sep 30, 14

0.00%

MUNDER CAPITAL MANAGEMENT

1.55K

Sep 30, 14

0.00%

Wilmington Trust Investment Management, LLC

295.75K

Jun 30, 14

+4.40K

0.19%

Long Wharf Investors, Inc.

51.61K

Jun 30, 14

-690

0.03%

KMS FINANCIAL SERVICES, INC

5.37K

Jun 30, 14

-8.65K

0.00%

Wilmington Trust, National Association

1.43K

Jun 30, 14

+1.43K

0.00%

RIVERSVILLE CAPITAL, INC.

32.54K

Mar 31, 14

-6

0.02%

Jane Street Holding, LLC

253.56K

Dec 31, 13

-714.90K

0.16%

STIFEL NICOLAUS & CO INC \MO\

24.86K

Sep 30, 13

+2.64K

0.02%

KNIGHT CAPITAL GROUP LLC

16.73K

Jun 30, 13

+16.73K

0.01%

First Allied Securities, Inc.

1.76K

Jun 30, 12

0.00%

MERRIMAN, LLC

38.00K

Sep 30, 11

-4.70K

0.02%