State Street SPDR Portfolio Intermediate Term Treasury ETF(SPTI)

$27.90—Stale · unknown old

Ask SA Chart

State Street SPDR Portfolio Intermediate Term Treasury ETF(SPTI)

NYSE • Last print unknown ago

$27.90—Stale · unknown old

Ask SA Chart Studio

SPTI(SPTI)

SPTI

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 611 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	54.08M	Jun 30, 26	+225.64K	14.95%
Financial Engines Advisors L.L.C.	48.15M	Jun 30, 26	+3.49M	13.31%
Municipal Employees' Retirement System of Michigan	36.96M	Jun 30, 26	-1.75M	10.22%
MATHER GROUP, LLC.	12.55M	Jun 30, 26	+654.58K	3.47%
ENVESTNET ASSET MANAGEMENT INC	8.27M	Jun 30, 26	+444.98K	2.29%
AMERIPRISE FINANCIAL INC	7.55M	Jun 30, 26	-83.51K	2.09%
Merit Financial Group, LLC	6.45M	Jun 30, 26	+240.94K	1.78%
GLOBALT Investments LLC / GA	5.85M	Jun 30, 26	-78.03K	1.62%
One Day In July LLC	5.74M	Jun 30, 26	+383.84K	1.59%
ADVISOR GROUP HOLDINGS, INC.	5.68M	Jun 30, 26	+192.93K	1.57%
EVERMAY WEALTH MANAGEMENT LLC	5.08M	Jun 30, 26	+162.70K	1.40%
Resources Investment Advisors, LLC.	4.40M	Jun 30, 26	+406.19K	1.22%
ASSETMARK, INC	3.62M	Jun 30, 26	+512.62K	1.00%
Kingsview Wealth Management, LLC	3.37M	Jun 30, 26	-38.05K	0.93%
WELLS FARGO & COMPANY/MN	3.18M	Jun 30, 26	+229.26K	0.88%
MANNING & NAPIER ADVISORS LLC	2.75M	Jun 30, 26	+457.93K	0.76%
STEPHENS GROUP ASSET MANAGEMENT, LLC	2.65M	Jun 30, 26	+111.92K	0.73%
Strategic Wealth Investment Group, LLC	2.26M	Jun 30, 26	+41.41K	0.62%
Cetera Investment Advisers	2.25M	Jun 30, 26	+190.42K	0.62%
Kestra Investment Management, LLC	2.10M	Jun 30, 26	-771.26K	0.58%
BANK OF AMERICA CORP /DE/	2.02M	Jun 30, 26	+132.91K	0.56%
VOISARD ASSET MANAGEMENT GROUP, INC.	1.96M	Jun 30, 26	+208.41K	0.54%
Integrated Wealth Concepts LLC	1.94M	Jun 30, 26	+1.44M	0.54%
CX Institutional	1.85M	Jun 30, 26	-966.08K	0.51%
Carnegie Capital Asset Management, LLC	1.84M	Jun 30, 26	-2.80K	0.51%
UBS Group AG	1.81M	Jun 30, 26	+44.13K	0.50%
Gladstone Institutional Advisory LLC	1.80M	Jun 30, 26	+176.47K	0.50%
HighTower Advisors, LLC	1.60M	Jun 30, 26	+512	0.44%
Black Diamond Financial, LLC	1.57M	Jun 30, 26	+81.55K	0.43%
Gradient Investments LLC	1.54M	Jun 30, 26	+194.75K	0.43%
Equitable Holdings, Inc.	1.52M	Jun 30, 26	+156.17K	0.42%
IHT Wealth Management, LLC	1.46M	Jun 30, 26	+673.88K	0.40%
Portland Global Advisors LLC	1.45M	Jun 30, 26	+55.71K	0.40%
Private Advisor Group, LLC	1.34M	Jun 30, 26	+132.75K	0.37%
COMMONWEALTH EQUITY SERVICES, LLC	1.26M	Jun 30, 26	+629.75K	0.35%
Envestnet Portfolio Solutions, Inc.	1.24M	Jun 30, 26	+257.70K	0.34%
MORGAN STANLEY	1.21M	Jun 30, 26	-132.91K	0.34%
Concord Wealth Partners	1.19M	Jun 30, 26	+52.14K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	1.17M	Jun 30, 26	+80.91K	0.32%
Compton Financial Group, LLC	1.17M	Jun 30, 26	-691.64K	0.32%
Concord Asset Management, LLC/VA	1.16M	Jun 30, 26	+40.22K	0.32%
Frisch Financial Group, Inc.	1.10M	Jun 30, 26	+218.00K	0.30%
Capital Investment Advisors, LLC	1.06M	Jun 30, 26	-16.24K	0.29%
NorthRock Partners, LLC	1.03M	Jun 30, 26	-75.50K	0.29%
BANK OF MONTREAL /CAN/	1.03M	Jun 30, 26	-9.12K	0.28%
Leicht Financial Planning & Wealth Management, Inc.	1.02M	Jun 30, 26	+78.25K	0.28%
RAYMOND JAMES FINANCIAL INC	1.01M	Jun 30, 26	+84.73K	0.28%
STIFEL FINANCIAL CORP	1.01M	Jun 30, 26	+99.55K	0.28%
KWB Wealth	999.96K	Jun 30, 26	-165.80K	0.28%
SENTINEL PENSION ADVISORS INC	997.27K	Jun 30, 26	+53.53K	0.28%
Flagstone Financial Management	905.46K	Jun 30, 26	+38.98K	0.25%
S. R. Schill & Associates	823.72K	Jun 30, 26	+285.32K	0.23%
Steward Partners Investment Advisory, LLC	733.67K	Jun 30, 26	+713.84K	0.20%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	708.22K	Jun 30, 26	+47.31K	0.20%
Tidemark, LLC	688.16K	Jun 30, 26	+302.42K	0.19%
PARK AVENUE SECURITIES LLC	683.98K	Jun 30, 26	+67.12K	0.19%
Collier Financial	681.28K	Jun 30, 26	+34.08K	0.19%
3EDGE Asset Management, LP	670.42K	Jun 30, 26	-57.82K	0.19%
GOLDMAN SACHS GROUP INC	665.55K	Jun 30, 26	+348.99K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	642.54K	Jun 30, 26	+199.55K	0.18%
Impact Partnership Wealth, LLC	612.39K	Jun 30, 26	-256.19K	0.17%
WOODMONT INVESTMENT COUNSEL LLC	602.76K	Jun 30, 26	+33.16K	0.17%
TRUIST FINANCIAL CORP	582.07K	Jun 30, 26	-135.76K	0.16%
HighPoint Advisor Group LLC	580.96K	Jun 30, 26	-212.28K	0.16%
TSFG, LLC	561.69K	Jun 30, 26	+77.73K	0.16%
FLPUTNAM INVESTMENT MANAGEMENT CO	559.74K	Jun 30, 26	+89.69K	0.15%
FLAGSHIP HARBOR ADVISORS, LLC	552.52K	Jun 30, 26	-31.59K	0.15%
Vise Technologies, Inc.	548.32K	Jun 30, 26	+506.39K	0.15%
Salomon & Ludwin, LLC	536.82K	Jun 30, 26	+20.99K	0.15%
Melone Private Wealth, LLC	512.82K	Jun 30, 26	+2.68K	0.14%
DAVENPORT & Co LLC	507.25K	Jun 30, 26	+59.17K	0.14%
Wealthspire Advisors, LLC	497.94K	Jun 30, 26	+497.94K	0.14%
LEVEL FOUR ADVISORY SERVICES, LLC	497.63K	Jun 30, 26	+14.37K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	487.45K	Jun 30, 26	+487.45K	0.13%
Leslie Global Wealth, LLC	481.45K	Jun 30, 26	+481.45K	0.13%
TRUE BLUE FINANCIAL, LLC	479.89K	Jun 30, 26	+459.92K	0.13%
Eldridge Investment Advisors, Inc.	469.90K	Jun 30, 26	+25.67K	0.13%
AE Wealth Management LLC	465.32K	Jun 30, 26	+34.48K	0.13%
Equita Financial Network, Inc.	457.80K	Jun 30, 26	+21.98K	0.13%
Arjuna Capital	457.27K	Jun 30, 26	-7.20K	0.13%
Madison Asset Management, LLC	424.42K	Jun 30, 26	-7.89K	0.12%
Hobart Private Capital, LLC	424.17K	Jun 30, 26	+5.81K	0.12%
Tilson Financial Group, Inc.	413.27K	Jun 30, 26	+17.27K	0.11%
Capasso Planning Partners LLC	408.51K	Jun 30, 26	-1.79K	0.11%
Higgins & Schmidt Wealth Strategies LLC	405.96K	Jun 30, 26	+31.15K	0.11%
Evergreen Wealth Partners LLC	401.31K	Jun 30, 26	+14.20K	0.11%
TPG Financial Advisors, LLC	400.62K	Jun 30, 26	-2.94K	0.11%
Synergy Investment Management, LLC	381.14K	Jun 30, 26	+58.73K	0.11%
AQR CAPITAL MANAGEMENT LLC	366.23K	Jun 30, 26	+40.01K	0.10%
MATAURO, LLC	363.27K	Jun 30, 26	-9.06K	0.10%
Mirae Asset Global Investments Co., Ltd.	359.00K	Jun 30, 26	+12.00K	0.10%
IFG Advisory, LLC	340.70K	Jun 30, 26	+340.70K	0.09%
Appalachian Capital Management Ltd	340.15K	Jun 30, 26	+5.14K	0.09%
ROYAL BANK OF CANADA	332.96K	Jun 30, 26	+6.72K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	324.19K	Jun 30, 26	-395.26K	0.09%
Arkadios Wealth Advisors	320.89K	Jun 30, 26	+47.52K	0.09%
Hobbs Group Advisors, LLC	313.21K	Jun 30, 26	-128.05K	0.09%
MML INVESTORS SERVICES, LLC	310.67K	Jun 30, 26	+88.31K	0.09%
BlackRock, Inc.	305.70K	Jun 30, 26	-49.27K	0.08%
Beacon Pointe Advisors, LLC	304.33K	Jun 30, 26	-42.72K	0.08%
FIFTH THIRD BANCORP	297.47K	Jun 30, 26	-4.43K	0.08%
Waterloo Capital, L.P.	296.88K	Jun 30, 26	-88.19K	0.08%
Summit Financial, LLC	290.19K	Jun 30, 26	+21.68K	0.08%
Cambridge Investment Research Advisors, Inc.	274.88K	Jun 30, 26	+8.76K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	266.83K	Jun 30, 26	+13.78K	0.07%
Perennial Investment Advisors, LLC	266.21K	Jun 30, 26	+236.98K	0.07%
ABOUND FINANCIAL, LLC	264.61K	Jun 30, 26	-1.10K	0.07%
Certified Advisory Corp	259.19K	Jun 30, 26	-232.53K	0.07%
Fourth Dimension Wealth, LLC	256.32K	Jun 30, 26	-71.24K	0.07%
XY Planning Network, Inc.	252.00K	Jun 30, 26	+24.57K	0.07%
Cornerstone Wealth Management, LLC	240.90K	Jun 30, 26	+46.57K	0.07%
Pinnacle Financial Partners, Inc.	240.59K	Jun 30, 26	+24.84K	0.07%
SEI INVESTMENTS CO	238.94K	Jun 30, 26	+18.94K	0.07%
Spectrum Wealth Advisory Group, LLC	236.89K	Jun 30, 26	+190.52K	0.07%
Astoria Portfolio Advisors LLC.	236.84K	Jun 30, 26	+90.61K	0.07%
Rockefeller Capital Management L.P.	235.80K	Jun 30, 26	+9.12K	0.07%
Sanctuary Advisors, LLC	235.54K	Jun 30, 26	+22.78K	0.07%
Key FInancial Inc	229.09K	Jun 30, 26	-8.65K	0.06%
INTEGRATED CAPITAL MANAGEMENT, INC.	228.37K	Jun 30, 26	-7.67K	0.06%
Transamerica Financial Advisors, Inc.	227.85K	Jun 30, 26	-20.07K	0.06%
Auour Investments LLC	221.59K	Jun 30, 26	+3.63K	0.06%
Creative Planning	218.65K	Jun 30, 26	+1.77K	0.06%
Western Wealth Management, LLC	214.51K	Jun 30, 26	+8.58K	0.06%
RENAISSANCE TECHNOLOGIES LLC	211.30K	Jun 30, 26	-5.40K	0.06%
VERUS CAPITAL PARTNERS, LLC	205.30K	Jun 30, 26	+6.01K	0.06%
Trilogy Capital Inc.	202.42K	Jun 30, 26	+21.27K	0.06%
Retirement Planning Group	193.26K	Jun 30, 26	-3.21K	0.05%
ArborFi Advisors, LLC	186.46K	Jun 30, 26	+6.10K	0.05%
Apollon Financial, LLC	186.35K	Jun 30, 26	-22.20K	0.05%
IFP Advisors, Inc	179.96K	Jun 30, 26	+112.48K	0.05%
Kestra Advisory Services, LLC	175.72K	Jun 30, 26	-47.37K	0.05%
Onyx Bridge Wealth Group LLC	175.53K	Jun 30, 26	+5.60K	0.05%
Inspire Advisors, LLC	169.36K	Jun 30, 26	-60.66K	0.05%
Gateway Wealth Partners, LLC	164.22K	Jun 30, 26	-112.35K	0.05%
BAILARD, INC.	163.19K	Jun 30, 26	-19.08K	0.05%
Farther Finance Advisors, LLC	161.81K	Jun 30, 26	+114.82K	0.04%
Baird Financial Group, Inc.	161.08K	Jun 30, 26	+53.03K	0.04%
Climber Capital SA	158.81K	Jun 30, 26	+24.82K	0.04%
Downshift Financial, LLC	158.49K	Jun 30, 26	+59.28K	0.04%
JT Stratford LLC	157.47K	Jun 30, 26	+6.30K	0.04%
Avant Financial Advisors LLC	157.33K	Jun 30, 26	+20.66K	0.04%
Bank of New York Mellon Corp	153.01K	Jun 30, 26	-530	0.04%
ST GERMAIN D J CO INC	147.03K	Jun 30, 26	+17.62K	0.04%
Tower Research Capital LLC (TRC)	139.82K	Jun 30, 26	+38.82K	0.04%
Private Wealth Group, LLC	138.87K	Jun 30, 26	+5.61K	0.04%
Waverly Advisors, LLC	136.50K	Jun 30, 26	+3.18K	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	135.41K	Jun 30, 26	+57.08K	0.04%
PRIVATE TRUST CO NA	126.36K	Jun 30, 26	+13.68K	0.03%
EHRLICH FINANCIAL GROUP	121.36K	Jun 30, 26	+22.10K	0.03%
Global Retirement Partners, LLC	114.87K	Jun 30, 26	+114.87K	0.03%
Napier Financial, LLC	114.61K	Jun 30, 26	+7.41K	0.03%
Vertex Planning Partners, LLC	111.40K	Jun 30, 26	+34.15K	0.03%
Plus Group Wealth Advisors LLC	110.57K	Jun 30, 26	+5.62K	0.03%
PLANWISER FINANCIAL, LLC	108.30K	Jun 30, 26	-147.01K	0.03%
LIBRA WEALTH LLC	104.27K	Jun 30, 26	--	0.03%
Mariner, LLC	103.73K	Jun 30, 26	-600.46K	0.03%
ZEGA Investments, LLC	100.79K	Jun 30, 26	+18.79K	0.03%
Narus Financial Partners, LLC	98.95K	Jun 30, 26	+7.99K	0.03%
Grantham, Mayo, Van Otterloo & Co. LLC	96.51K	Jun 30, 26	+9.17K	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	96.14K	Jun 30, 26	+2.73K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	92.84K	Jun 30, 26	+10.20K	0.03%
FLOW TRADERS U.S. LLC	91.84K	Jun 30, 26	+91.84K	0.03%
Simplicity Wealth,LLC	90.56K	Jun 30, 26	+42.28K	0.03%
JONES FINANCIAL COMPANIES LLLP	88.50K	Jun 30, 26	+34.80K	0.02%
Vermillion & White Wealth Management Group, LLC	87.10K	Jun 30, 26	+1.86K	0.02%
Jacobi Capital Management LLC	86.65K	Jun 30, 26	+9.64K	0.02%
Prosperity Advisers, LLC	86.23K	Jun 30, 26	+5.56K	0.02%
Strategic Financial Partners, Ltd.	84.07K	Jun 30, 26	+6.14K	0.02%
SCOTIA CAPITAL INC.	82.89K	Jun 30, 26	+2.02K	0.02%
Cranbrook Wealth Management, LLC	81.08K	Jun 30, 26	+7.41K	0.02%
Private Advisory Group LLC	77.81K	Jun 30, 26	+7.87K	0.02%
CAPITAL WEALTH MANAGEMENT, LLC	75.65K	Jun 30, 26	-4.92K	0.02%
Bonfire Financial	70.01K	Jun 30, 26	-2.20K	0.02%
NewEdge Advisors, LLC	68.97K	Jun 30, 26	+1.59K	0.02%
GRIMES & COMPANY, INC.	68.14K	Jun 30, 26	+68.14K	0.02%
October Effect Ltd	67.68K	Jun 30, 26	-2.36K	0.02%
GenWealth Group, Inc.	66.11K	Jun 30, 26	+5.59K	0.02%
Center For Asset Management LLC	64.79K	Jun 30, 26	+5.43K	0.02%
Wise Wealth Partners	64.64K	Jun 30, 26	+64.64K	0.02%
VICUS CAPITAL	64.32K	Jun 30, 26	+1.84K	0.02%
Collaborative Wealth Managment Inc.	64.22K	Jun 30, 26	+8.30K	0.02%
Janney Montgomery Scott LLC	62.61K	Jun 30, 26	+1.73K	0.02%
Fonville Wealth Management LLC	62.27K	Jun 30, 26	+62.27K	0.02%
Brown Financial Advisors	61.79K	Jun 30, 26	+3.98K	0.02%
MGO ONE SEVEN LLC	60.92K	Jun 30, 26	+141	0.02%
JPMORGAN CHASE & CO	58.45K	Jun 30, 26	-50.65K	0.02%
WIREGRASS INVESTMENT MANAGEMENT LLC	57.38K	Jun 30, 26	+18.18K	0.02%
STEPHENS INC /AR/	55.72K	Jun 30, 26	--	0.02%
HRT FINANCIAL LP	54.63K	Jun 30, 26	+54.63K	0.02%
Objectivity Squared, LLC	53.45K	Jun 30, 26	+13.79K	0.01%
Zinnia Wealth Advisory, LLC	52.61K	Jun 30, 26	-41.62K	0.01%
Maridea Wealth Management LLC	50.87K	Jun 30, 26	+13.66K	0.01%
Paladin Wealth, LLC	50.57K	Jun 30, 26	+5.88K	0.01%
Costello Asset Management, INC	50.06K	Jun 30, 26	-3.73K	0.01%
Independent Advisor Alliance	49.80K	Jun 30, 26	-2.29M	0.01%
Hardin Capital Partners, LLC	49.29K	Jun 30, 26	-851	0.01%
HANSEATIC MANAGEMENT SERVICES INC	46.57K	Jun 30, 26	-1.44K	0.01%
Strategic Investment Advisors / MI	46.43K	Jun 30, 26	+345	0.01%
Cerity Partners LLC	45.96K	Jun 30, 26	-9.96K	0.01%
Virtue Capital Management, LLC	45.95K	Jun 30, 26	+9.59K	0.01%
SEEDS INVESTOR LLC	45.52K	Jun 30, 26	-8.36K	0.01%
Fisher Asset Management, LLC	44.22K	Jun 30, 26	+2.32K	0.01%
HILL ISLAND FINANCIAL LLC	43.62K	Jun 30, 26	+1.95K	0.01%
WALLER FINANCIAL PLANNING GROUP, INC	43.60K	Jun 30, 26	+1.80K	0.01%
Insight Advisors, LLC/ PA	43.14K	Jun 30, 26	+5.09K	0.01%
Savvy Advisors, Inc.	43.12K	Jun 30, 26	+4.34K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	42.53K	Jun 30, 26	-1.57K	0.01%
TOP Private Wealth LLC.	42.05K	Jun 30, 26	+42.05K	0.01%
Boltwood Capital Management	41.01K	Jun 30, 26	+110	0.01%
THOMPSON DAVIS & CO., INC.	40.19K	Jun 30, 26	+42	0.01%
Modern Wealth Management, LLC	39.24K	Jun 30, 26	+39.24K	0.01%
Centennial Bank/AR/	38.69K	Jun 30, 26	-802	0.01%
Ashton Thomas Private Wealth, LLC	37.89K	Jun 30, 26	+10.74K	0.01%
Beacon Bridge Wealth Partners, LLC	37.65K	Jun 30, 26	-6.81K	0.01%
Savant Capital, LLC	37.04K	Jun 30, 26	+9.56K	0.01%
Ascent Group, LLC	36.45K	Jun 30, 26	+4.89K	0.01%
MOSAIC FINANCIAL GROUP, LLC	35.87K	Jun 30, 26	-1.92K	0.01%
Oregon Pacific Wealth Management, LLC	35.05K	Jun 30, 26	-1.48K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	34.85K	Jun 30, 26	-38.92K	0.01%
Barnes Wealth Management Group, Inc	34.46K	Jun 30, 26	+1.77K	0.01%
Comprehensive Wealth Management, LLC	34.23K	Jun 30, 26	+2.35K	0.01%
Snowden Capital Advisors LLC	32.47K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	31.64K	Jun 30, 26	+137	0.01%
PUFF WEALTH MANAGEMENT, LLC	31.47K	Jun 30, 26	+31.47K	0.01%
Integrity Wealth Solutions LLC	31.28K	Jun 30, 26	+303	0.01%
Mattson Financial Services, LLC	31.02K	Jun 30, 26	+2.32K	0.01%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	29.80K	Jun 30, 26	--	0.01%
RMR Wealth Builders	29.61K	Jun 30, 26	-19.31K	0.01%
Vontobel Holding Ltd.	29.50K	Jun 30, 26	-1.08K	0.01%
RKL Wealth Management LLC	28.67K	Jun 30, 26	+1.75K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	28.29K	Jun 30, 26	+768	0.01%
Atria Investments, Inc	28.12K	Jun 30, 26	+2.65K	0.01%
M Holdings Securities, Inc.	27.39K	Jun 30, 26	-259	0.01%
Lifeworks Advisors, LLC	27.38K	Jun 30, 26	-4.12K	0.01%
Pathway Financial Advisors LLC	27.25K	Jun 30, 26	-816	0.01%
Betterment LLC	26.87K	Jun 30, 26	+4.86K	0.01%
Stratos Wealth Partners, LTD.	26.62K	Jun 30, 26	+451	0.01%
RITHOLTZ WEALTH MANAGEMENT	25.83K	Jun 30, 26	+11.28K	0.01%
FOUNDERS GROVE WEALTH PARTNERS, LLC	25.76K	Jun 30, 26	+25.76K	0.01%
CI Private Wealth, LLC	25.28K	Jun 30, 26	-160	0.01%
Jefferson Bridge Capital, LLC	24.94K	Jun 30, 26	-6.77K	0.01%
BLALOCK WILLIAMS, LLC	24.54K	Jun 30, 26	+195	0.01%
PSI Advisors, LLC	24.07K	Jun 30, 26	-10.09K	0.01%
Kovack Advisors, Inc.	23.62K	Jun 30, 26	-7.08K	0.01%
Tennessee Valley Asset Management Partners	23.60K	Jun 30, 26	+5.25K	0.01%
Aptus Capital Advisors, LLC	23.10K	Jun 30, 26	+14.76K	0.01%
Hilltop Partners LLC	21.85K	Jun 30, 26	-1.84K	0.01%
OpenArc Corporate Advisory, LLC	21.74K	Jun 30, 26	+3.31K	0.01%
Edgestream Partners, L.P.	21.21K	Jun 30, 26	+21.21K	0.01%
HOWARD BAILEY SECURITIES, LLC	20.81K	Jun 30, 26	+39	0.01%
NORTHBRIDGE FINANCIAL GROUP, LLC	20.37K	Jun 30, 26	+2.95K	0.01%
Boyd Wealth Management, LLC	20.11K	Jun 30, 26	+137	0.01%
FIDUCIARY FINANCIAL ADVISORS	19.87K	Jun 30, 26	+19.87K	0.01%
PATRON PARTNERS, LLC	19.77K	Jun 30, 26	-4.11K	0.01%
MEITAV INVESTMENT HOUSE LTD	19.34K	Jun 30, 26	-1.29K	0.01%
Brooklyn FI, LLC	18.98K	Jun 30, 26	+3.67K	0.01%
Sequent Planning LLC	18.28K	Jun 30, 26	+9.73K	0.01%
RMB Capital Management, LLC	18.20K	Jun 30, 26	+827	0.01%
Legacy Edge Advisors, LLC	17.79K	Jun 30, 26	+17.79K	0.00%
TWO SIGMA SECURITIES, LLC	17.48K	Jun 30, 26	+17.48K	0.00%
Gerber Kawasaki Wealth & Investment Management	17.20K	Jun 30, 26	-10.23K	0.00%
Clarity Wealth Development LLC	16.89K	Jun 30, 26	-40.43K	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	16.75K	Jun 30, 26	+2.52K	0.00%
NORTHLAND SECURITIES, INC.	16.69K	Jun 30, 26	+122	0.00%
Joule Financial, LLC	15.98K	Jun 30, 26	+15.98K	0.00%
Wealthcare Advisory Partners LLC	15.75K	Jun 30, 26	-339	0.00%
IMA Wealth, Inc.	15.41K	Jun 30, 26	+15.41K	0.00%
Wedmont Private Capital	15.35K	Jun 30, 26	-4.04K	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	15.19K	Jun 30, 26	+182	0.00%
Diversify Advisory Services, LLC	15.19K	Jun 30, 26	+15.19K	0.00%
Golden State Wealth Management, LLC	14.41K	Jun 30, 26	-17.15K	0.00%
Keel Point, LLC	14.28K	Jun 30, 26	-11	0.00%
AUGUSTINE ASSET MANAGEMENT INC	14.22K	Jun 30, 26	-1.39K	0.00%
Convergence Financial, LLC	13.86K	Jun 30, 26	+3.47K	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	13.78K	Jun 30, 26	+2.27K	0.00%
Pensionmark Financial Group, LLC	13.63K	Jun 30, 26	-63	0.00%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	13.56K	Jun 30, 26	-1.35K	0.00%
BLUEDOOR PRIVATE WEALTH, LLC	13.51K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	13.47K	Jun 30, 26	+92	0.00%
Brucke Financial, Inc.	12.61K	Jun 30, 26	+2.92K	0.00%
Strategic Blueprint, LLC	12.51K	Jun 30, 26	+999	0.00%
Rede Wealth, LLC	12.39K	Jun 30, 26	+12.39K	0.00%
Atomi Financial Group, Inc.	11.87K	Jun 30, 26	+11.87K	0.00%
FMR LLC	11.78K	Jun 30, 26	-2.21K	0.00%
Seaside Wealth Management, Inc.	11.67K	Jun 30, 26	-182	0.00%
Perigon Wealth Management, LLC	11.63K	Jun 30, 26	+323	0.00%
NICOLET BANKSHARES INC	11.50K	Jun 30, 26	+11.50K	0.00%
McAdam, LLC	11.31K	Jun 30, 26	-3.51K	0.00%
CreativeOne Wealth, LLC	11.04K	Jun 30, 26	+645	0.00%
RICHARDSON FINANCIAL SERVICES INC.	10.86K	Jun 30, 26	-157	0.00%
Brookstone Capital Management	10.81K	Jun 30, 26	+2.63K	0.00%
OneAscent Financial Services LLC	10.64K	Jun 30, 26	+13	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	10.50K	Jun 30, 26	+3.00K	0.00%
Midwest Financial Network, LLC	10.44K	Jun 30, 26	+10.44K	0.00%
Sound Income Strategies, LLC	10.26K	Jun 30, 26	+9.44K	0.00%
INVESTED ADVISORS	10.25K	Jun 30, 26	+742	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	10.07K	Jun 30, 26	-35	0.00%
Keystone Financial Group	10.05K	Jun 30, 26	+548	0.00%
Y-Intercept (Hong Kong) Ltd	10.01K	Jun 30, 26	+10.01K	0.00%
GeoWealth Management, LLC	9.98K	Jun 30, 26	+9.98K	0.00%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	9.94K	Jun 30, 26	--	0.00%
Klaas Financial Asset Advisors, LLC	9.85K	Jun 30, 26	--	0.00%
Prime Capital Investment Advisors, LLC	9.82K	Jun 30, 26	-399	0.00%
Symphony Financial, Ltd. Co.	9.63K	Jun 30, 26	+767	0.00%
Resonant Capital Advisors, LLC	9.39K	Jun 30, 26	--	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.38K	Jun 30, 26	+563	0.00%
Advisor Resource Council	9.38K	Jun 30, 26	-1.21K	0.00%
Americana Partners, LLC	9.37K	Jun 30, 26	+24	0.00%
Geneos Wealth Management Inc.	9.32K	Jun 30, 26	-1.05K	0.00%
Independence Wealth Advisors, LLC	9.31K	Jun 30, 26	-32.71K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	9.21K	Jun 30, 26	--	0.00%
Zhang Financial LLC	9.21K	Jun 30, 26	--	0.00%
Facet Wealth, Inc.	9.20K	Jun 30, 26	+1.19K	0.00%
WealthPoint Financial, LLC	9.08K	Jun 30, 26	+1.13K	0.00%
Moisand Fitzgerald Tamayo, LLC	8.97K	Jun 30, 26	--	0.00%
Hibernia Wealth Partners, LLC	8.71K	Jun 30, 26	-2.63K	0.00%
TWIN FOCUS CAPITAL PARTNERS, LLC	8.51K	Jun 30, 26	--	0.00%
NWAM LLC	8.37K	Jun 30, 26	-759	0.00%
Foundations Investment Advisors, LLC	8.26K	Jun 30, 26	+8.26K	0.00%
RFG Advisory, LLC	8.11K	Jun 30, 26	-8.06K	0.00%
Clark Asset Management, LLC	8.11K	Jun 30, 26	-550	0.00%
Clarendon Private LLC	8.10K	Jun 30, 26	-15.20K	0.00%
OLD MISSION CAPITAL LLC	8.10K	Jun 30, 26	+8.10K	0.00%
VICTORY FINANCIAL GROUP, LLC	7.91K	Jun 30, 26	-989	0.00%
Continuum Advisory, LLC	7.65K	Jun 30, 26	-3.67K	0.00%
Belpointe Asset Management LLC	7.65K	Jun 30, 26	-33.49K	0.00%
Detalus Advisors, LLC	7.63K	Jun 30, 26	-2	0.00%
Colony Group, LLC	7.33K	Jun 30, 26	+7.33K	0.00%
Latitude Advisors, LLC	7.32K	Jun 30, 26	+7.32K	0.00%
International Private Wealth Advisors LLC	7.30K	Jun 30, 26	--	0.00%
Stone House Investment Management, LLC	6.94K	Jun 30, 26	-4.52K	0.00%
FIRST HORIZON CORP	6.86K	Jun 30, 26	-6.95K	0.00%
UMB Bank, n.a.	6.50K	Jun 30, 26	-2.82K	0.00%
Allworth Financial LP	6.46K	Jun 30, 26	+1.01K	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	5.64K	Jun 30, 26	-9.09K	0.00%
EverSource Wealth Advisors, LLC	5.31K	Jun 30, 26	-5.28K	0.00%
Ameritas Advisory Services, LLC	5.31K	Jun 30, 26	-14.04K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	4.62K	Jun 30, 26	-35	0.00%
PlanVest Financial, Inc	4.61K	Jun 30, 26	+4.61K	0.00%
SBI Securities Co., Ltd.	4.49K	Jun 30, 26	+153	0.00%
CoreCap Advisors, LLC	4.32K	Jun 30, 26	+249	0.00%
Cape Investment Advisory, Inc.	3.68K	Jun 30, 26	+3.68K	0.00%
EP Wealth Advisors, LLC	3.65K	Jun 30, 26	+3.65K	0.00%
CITIGROUP INC	3.43K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	3.14K	Jun 30, 26	-11	0.00%
POM Investment Strategies, LLC	2.85K	Jun 30, 26	+28	0.00%
Your Advocates Ltd., LLP	2.75K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.26K	Jun 30, 26	+2.26K	0.00%
SRS Capital Advisors, Inc.	1.98K	Jun 30, 26	-49	0.00%
Pacific Center for Financial Services	1.94K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.88K	Jun 30, 26	+71	0.00%
VANGUARD ADVISERS INC	1.86K	Jun 30, 26	+1.68K	0.00%
Strategic Wealth Partners, Ltd.	1.84K	Jun 30, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1.78K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1.41K	Jun 30, 26	-208	0.00%
Pinnacle Bancorp, Inc.	1.38K	Jun 30, 26	+73	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.32K	Jun 30, 26	+1.32K	0.00%
FRANKLIN RESOURCES INC	1.27K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	1.25K	Jun 30, 26	-151	0.00%
FINANCIAL CONSULATE, INC	1.11K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.09K	Jun 30, 26	--	0.00%
SIMA Wealth Partners, LLC	1.09K	Jun 30, 26	--	0.00%
ADKINS SEALE CAPITAL MANAGEMENT LLC	918	Jun 30, 26	--	0.00%
Caitlin John, LLC	917	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	885	Jun 30, 26	+885	0.00%
HANTZ FINANCIAL SERVICES, INC.	781	Jun 30, 26	-34	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	779	Jun 30, 26	+779	0.00%
Founders Financial Alliance, LLC	747	Jun 30, 26	+634	0.00%
Elevated Capital Advisors, LLC	666	Jun 30, 26	-627	0.00%
Capital Analysts, LLC	654	Jun 30, 26	-3.52K	0.00%
BLAIR WILLIAM & CO/IL	600	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	578	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	573	Jun 30, 26	--	0.00%
BankPlus Trust Department	569	Jun 30, 26	--	0.00%
Basepoint Wealth LLC	506	Jun 30, 26	+506	0.00%
United Financial Planning Group LLC	423	Jun 30, 26	+4	0.00%
SouthState Corp	364	Jun 30, 26	+362	0.00%
Allspring Global Investments Holdings, LLC	343	Jun 30, 26	--	0.00%
Breakwater Investment Management	335	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	330	Jun 30, 26	+330	0.00%
NBC SECURITIES, INC.	328	Jun 30, 26	--	0.00%
LRI Investments, LLC	297	Jun 30, 26	-81	0.00%
Kilter Group LLC	296	Jun 30, 26	+296	0.00%
Medallion Wealth Advisors, LLC	280	Jun 30, 26	-1.50K	0.00%
Dogwood Wealth Management LLC	276	Jun 30, 26	+276	0.00%
Triumph Capital Management	270	Jun 30, 26	+270	0.00%
Archer Investment Corp	259	Jun 30, 26	+259	0.00%
SOA Wealth Advisors, LLC.	258	Jun 30, 26	+258	0.00%
1620 INVESTMENT ADVISORS, INC.	226	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	218	Jun 30, 26	+218	0.00%
AlphaCore Capital LLC	175	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	165	Jun 30, 26	+165	0.00%
ORG Wealth Partners, LLC	114	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	92	Jun 30, 26	--	0.00%
EASTERN BANK	90	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	75	Jun 30, 26	--	0.00%
True Wealth Design, LLC	54	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	48	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	45	Jun 30, 26	+45	0.00%
US BANCORP \DE\	42	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	40	Jun 30, 26	+40	0.00%
SYM FINANCIAL Corp	37	Jun 30, 26	+37	0.00%
Cornerstone Planning Group LLC	34	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	26	Jun 30, 26	+26	0.00%
Parallel Advisors, LLC	25	Jun 30, 26	+25	0.00%
Kingdom Financial Group LLC.	24	Jun 30, 26	-1	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	17	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	16	Jun 30, 26	+16	0.00%
BNP PARIBAS ARBITRAGE, SNC	12	Jun 30, 26	-25	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-25	--
Capital CS Group, LLC	--	Jun 30, 26	-8.08K	--
IFS Group,LLC	--	Jun 30, 26	-8.05K	--
TIAA Wealth Investment Management LLC	--	Jun 30, 26	-52	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-47	--
Princeton Global Asset Management LLC	--	Jun 30, 26	-249	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-300	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1	--
Decker Retirement Planning Inc.	--	Jun 30, 26	-56	--
Silver Grove Financial Group, Inc.	--	Jun 30, 26	-4	--
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	--	Jun 30, 26	-583	--
ESL Trust Services, LLC	--	Jun 30, 26	-483	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-255	--
Richmond Investment Services, LLC	--	Jun 30, 26	-17.38K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.49K	--
Holos Integrated Wealth LLC	--	Jun 30, 26	-52	--
Jump Financial, LLC	--	Jun 30, 26	-24.52K	--
UNITED CAPITAL FINANCIAL ADVISERS, LLC	--	Jun 30, 26	-11.12K	--
Cercano Management LLC	--	Jun 30, 26	-35.20K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-190	--
Baer Investment Advisory LLC	--	Jun 30, 26	-8.90K	--
MAI Capital Management	--	Jun 30, 26	-280	--
Arlington Financial Advisors, LLC	--	Jun 30, 26	-38.73K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-5.57K	--
DRAVO BAY LLC	--	Jun 30, 26	-24.31K	--
Archvest Wealth Advisors, Inc.	--	Jun 30, 26	-10.85K	--
Truvestments Capital LLC	--	Jun 30, 26	-123	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-1.57K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.11K	--
BURNEY CO/	--	Jun 30, 26	-9.98K	--
SIGNATUREFD, LLC	--	Jun 30, 26	-50	--
Advisory Services Network, LLC	--	Jun 30, 26	-8.00K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-33	--
Apriem Advisors	--	Jun 30, 26	-9.01K	--
STATE STREET CORP	--	Jun 30, 26	-3.76M	--
Mount Yale Investment Advisors, LLC	--	Jun 30, 26	-8.60K	--
Root Financial Partners, LLC	--	Jun 30, 26	-6.55K	--
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	--	Jun 30, 26	-10.17K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-201	--
CWM, LLC	12.85M	Mar 31, 26	+6.56M	3.55%
ENVESTNET ASSET MANAGEMENT INC	7.83M	Mar 31, 26	+1.67M	2.16%
Merit Financial Group, LLC	6.21M	Mar 31, 26	+450.45K	1.72%
Resources Investment Advisors, LLC.	4.00M	Mar 31, 26	+3.48M	1.11%
ASSETMARK, INC	3.10M	Mar 31, 26	+260.44K	0.86%
GREAT VALLEY ADVISOR GROUP, INC.	1.09M	Mar 31, 26	+88.94K	0.30%
RAYMOND JAMES FINANCIAL INC	922.96K	Mar 31, 26	+116.86K	0.26%
Frisch Financial Group, Inc.	879.34K	Mar 31, 26	+617.63K	0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	719.46K	Mar 31, 26	+511.14K	0.20%
PARK AVENUE SECURITIES LLC	616.86K	Mar 31, 26	+14.57K	0.17%
WOODMONT INVESTMENT COUNSEL LLC	569.60K	Mar 31, 26	+40.61K	0.16%
GM Advisory Group, Inc.	481.96K	Mar 31, 26	+20.72K	0.13%
Eldridge Investment Advisors, Inc.	444.23K	Mar 31, 26	+25.77K	0.12%
TPG Financial Advisors, LLC	403.56K	Mar 31, 26	+58.05K	0.11%
AQR CAPITAL MANAGEMENT LLC	326.22K	Mar 31, 26	+134.21K	0.09%
SIGNET FINANCIAL MANAGEMENT, LLC	267.66K	Mar 31, 26	+7.26K	0.07%
Inspire Advisors, LLC	230.02K	Mar 31, 26	-17.41K	0.06%
Rockefeller Capital Management L.P.	226.69K	Mar 31, 26	+28.93K	0.06%
Apollon Financial, LLC	208.55K	Mar 31, 26	+161.40K	0.06%
Cornerstone Wealth Management, LLC	194.33K	Mar 31, 26	+31.18K	0.05%
Trilogy Capital Inc.	181.14K	Mar 31, 26	+2.15K	0.05%
INTEGRITY WEALTH ADVISORS, INC.	157.42K	Mar 31, 26	+14.45K	0.04%
ST GERMAIN D J CO INC	129.41K	Mar 31, 26	+4.52K	0.04%
Vermillion & White Wealth Management Group, LLC	85.24K	Mar 31, 26	-126.50K	0.02%
Private Advisory Group LLC	69.95K	Mar 31, 26	+69.95K	0.02%
JONES FINANCIAL COMPANIES LLLP	53.70K	Mar 31, 26	-9.61K	0.01%
RMR Wealth Builders	48.92K	Mar 31, 26	+5.49K	0.01%
HANSEATIC MANAGEMENT SERVICES INC	48.01K	Mar 31, 26	+48.01K	0.01%
Fisher Asset Management, LLC	41.90K	Mar 31, 26	-1.33K	0.01%
THOMPSON DAVIS & CO., INC.	40.15K	Mar 31, 26	-724	0.01%
PSI Advisors, LLC	34.16K	Mar 31, 26	-321.33K	0.01%
Snowden Capital Advisors LLC	32.47K	Mar 31, 26	-512	0.01%
Savant Capital, LLC	27.48K	Mar 31, 26	+10.24K	0.01%
Jump Financial, LLC	24.52K	Mar 31, 26	+24.52K	0.01%
TRUE BLUE FINANCIAL, LLC	19.97K	Mar 31, 26	+3.18K	0.01%
Coordinated Financial Services, Inc.	15.45K	Mar 31, 26	--	0.00%
McAdam, LLC	14.82K	Mar 31, 26	+2.93K	0.00%
RITHOLTZ WEALTH MANAGEMENT	14.55K	Mar 31, 26	+3.12K	0.00%
Coastal Investment Advisors, Inc.	13.38K	Mar 31, 26	-1.17K	0.00%
Charter Oak Capital Management, LLC	12.71K	Mar 31, 26	-190	0.00%
SOL Capital Management CO	12.26K	Mar 31, 26	+12.26K	0.00%
Klaas Financial Asset Advisors, LLC	9.85K	Mar 31, 26	--	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	9.21K	Mar 31, 26	+9.21K	0.00%
Detalus Advisors, LLC	7.63K	Mar 31, 26	+7.63K	0.00%
Capital Investment Advisory Services, LLC	3.15K	Mar 31, 26	-230	0.00%
Premier Financial Group	2.16K	Mar 31, 26	--	0.00%
Richard Bernstein Advisors LLC	1.69K	Mar 31, 26	-7.94M	0.00%
Pinnacle Bancorp, Inc.	1.31K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	816	Mar 31, 26	+807	0.00%
Jackson Hole Capital Partners, LLC	312	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	300	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	226	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	189	Mar 31, 26	+189	0.00%
AlphaCore Capital LLC	175	Mar 31, 26	-512	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	75	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1	Mar 31, 26	+1	0.00%
Mach-1 Financial Group, LLC	--	Mar 31, 26	-19.07K	--
BANK OF NOVA SCOTIA	--	Mar 31, 26	-1.02M	--
Coastal Bridge Advisors, LLC	--	Mar 31, 26	-13.34K	--
Migdal Insurance & Financial Holdings Ltd.	--	Mar 31, 26	-199.02K	--
TrueWealth Financial Partners	--	Mar 31, 26	-16.79K	--
ASB Consultores, LLC	--	Mar 31, 26	-22.43K	--
SageView Advisory Group, LLC	--	Mar 31, 26	-1.23K	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-12.97K	--
Quest Partners LLC	1.67M	Dec 31, 25	+1.45M	0.46%
O'Brien Wealth Partners LLC	1.45M	Dec 31, 25	+30.83K	0.40%
COMERICA BANK	302.86K	Dec 31, 25	-9.63K	0.08%
Heritage Financial Services, LLC	12.90K	Dec 31, 25	--	0.00%
Austin Private Wealth, LLC	10.49K	Dec 31, 25	+742	0.00%
Ransom Advisory, Ltd	9.75K	Dec 31, 25	+9.75K	0.00%
Vantage Financial Partners, LLC	9.72K	Dec 31, 25	-7.44K	0.00%
GPS Wealth Strategies Group, LLC	1.67K	Dec 31, 25	-25.54K	0.00%
CIBC Private Wealth Group, LLC	33	Dec 31, 25	+33	0.00%
Wela Strategies, Inc.	1.02M	Sep 30, 25	+24.89K	0.28%
Willow Creek Wealth Management Inc.	593.74K	Sep 30, 25	+16.26K	0.16%
SYNOVUS FINANCIAL CORP	207.22K	Sep 30, 25	-3.01K	0.06%
Abich Financial Wealth Management LLC	39.98K	Sep 30, 25	+39.98K	0.01%
Donald L. Hagan, LLC	30.18K	Sep 30, 25	-474	0.01%
Certus Wealth Management, LLC	23.63K	Sep 30, 25	-2.85K	0.01%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	10.44K	Sep 30, 25	-785	0.00%
Pineridge Advisors LLC	3.05K	Sep 30, 25	+29	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-10.90K	--
Sensible Financial Planning & Management, LLC.	--	Sep 30, 25	-20.58K	--
Financial Advocates Investment Management	--	Sep 30, 25	-146.38K	--
Good Life Advisors, LLC	289.84K	Jun 30, 25	+71.91K	0.08%
Atria Wealth Solutions, Inc.	64.16K	Jun 30, 25	-3.37K	0.02%
Christopher J. Hasenberg, Inc	43.40K	Jun 30, 25	+43.40K	0.01%
AVANTAX ADVISORY SERVICES, INC.	13.37K	Jun 30, 25	+2.05K	0.00%
Congress Wealth Management LLC / DE /	11.15K	Jun 30, 25	-2.56M	0.00%
Breed's Hill Capital LLC	8.11K	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	1.67K	Jun 30, 25	-57	0.00%
PrairieView Partners, LLC	59	Jun 30, 25	--	0.00%
Legacy Investment Solutions, LLC	33	Jun 30, 25	+33	0.00%
Iron Horse Wealth Management, LLC	8	Jun 30, 25	+8	0.00%
US FINANCIAL ADVISORS, LLC	494.89K	Mar 31, 25	+28.77K	0.14%
NAPATREE CAPITAL LLC	34.15K	Mar 31, 25	-5.35K	0.01%
Coordinated Financial Services, Inc./CO	16.20K	Mar 31, 25	+16.20K	0.00%
COOK WEALTH MANAGEMENT GROUP LLC	12.26K	Mar 31, 25	--	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-9.49K	--
HTLF Bank	50.76K	Dec 31, 24	-2.12K	0.01%
Householder Group Estate & Retirement Specialist, LLC	6.36K	Dec 31, 24	-33.20K	0.00%
RAYMOND JAMES & ASSOCIATES	420.56K	Sep 30, 24	+6.16K	0.12%
Raymond James Financial Services Advisors, Inc.	369.36K	Sep 30, 24	+162.54K	0.10%
Brophy Wealth Management, LLC	8.92K	Sep 30, 24	+8.92K	0.00%
Diversified, LLC	8.10K	Sep 30, 24	--	0.00%
Peterson Financial Group, Inc.	3.38K	Sep 30, 24	+3.38K	0.00%
FinTrust Capital Advisors, LLC	648	Sep 30, 24	--	0.00%
Family Asset Management, LLC	535	Sep 30, 24	--	0.00%
VitalStone Financial, LLC	443	Sep 30, 24	-3	0.00%
BlackRock Inc.	238	Jun 30, 24	-820	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-23.74K	--
Manning & Napier Group, LLC	1.63M	Mar 31, 24	+22.70K	0.45%
Cetera Advisor Networks LLC	449.53K	Mar 31, 24	+26.58K	0.12%
Cetera Advisors LLC	99.27K	Mar 31, 24	+29.12K	0.03%
CAMBRIDGE TRUST CO	90	Mar 31, 24	--	0.00%
Asset Management Resources, LLC	208.58K	Dec 31, 23	-64.44K	0.06%
Baystate Wealth Management LLC	128.92K	Dec 31, 23	+1.58K	0.04%
StrategIQ Financial Group, LLC	23.88K	Dec 31, 23	+7.89K	0.01%
WealthOne, LLC	--	Sep 30, 23	-10.29K	--
V Wealth Advisors LLC	--	Sep 30, 23	-79.55K	--
BMS Financial Advisors, LLC	294.18K	Jun 30, 23	+285.87K	0.08%
TimeScale Financial, Inc.	20.10K	Jun 30, 23	-2.52K	0.01%
Kistler-Tiffany Companies, LLC	4.42K	Jun 30, 23	+4.42K	0.00%
Kalos Management, Inc.	453	Jun 30, 23	--	0.00%
HARVEST GROUP WEALTH MANAGEMENT, LLC	2.80K	Mar 31, 23	-61	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-41.97K	--
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-11.07K	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	213.70K	Sep 30, 22	-2.42K	0.06%
KARLINSKI ANDREW C	30.38K	Sep 30, 22	+869	0.01%
Strategic Asset Management, LLC	3.98K	Sep 30, 22	+3.98K	0.00%
American Portfolios Advisors	820	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.13K	--
HYA Advisors, Inc	12.39K	Jun 30, 22	+12.39K	0.00%
HC FINANCIAL ADVISORS INC	1.28K	Jun 30, 22	--	0.00%
Lake Point Wealth Management	81	Jun 30, 22	+81	0.00%
EXANE DERIVATIVES	--	Jun 30, 22	-4.80K	--
JD Financial Services Inc.	55.41K	Dec 31, 21	-47.45K	0.02%
NEXT Financial Group, Inc	13.38K	Dec 31, 21	+6.63K	0.00%
Investors Financial Group, LLC	6.94K	Dec 31, 21	-1.73K	0.00%
REILLY FINANCIAL ADVISORS, LLC	160	Dec 31, 21	+160	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	218.10K	Sep 30, 21	-13.74K	0.06%
Cardan Capital Partners, LLC	11.39K	Sep 30, 21	-17.97K	0.00%
FormulaFolio Investments, LLC	57.85K	Jun 30, 21	-2.18K	0.02%
Financial Consulate Inc.	24.59K	Jun 30, 21	+24.59K	0.01%
Lucia Wealth Services, LLC	150.56K	Sep 30, 20	+2.74K	0.04%
First Allied Advisory Services, Inc.	11.30K	Sep 30, 20	-76.16K	0.00%
LifePlan Financial Group, Inc	9.38K	Sep 30, 20	-705	0.00%
Global Financial Private Capital, Inc	462.37K	Jun 30, 20	+462.37K	0.13%
IBERIABANK CORP	202.28K	Jun 30, 20	-4.93K	0.06%
Advisor Group, Inc.	30.97K	Dec 31, 19	-3.87K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	26.33K	Dec 31, 19	+1.03K	0.01%
SUNTRUST BANKS INC	--	Sep 30, 19	-5.04K	--
THOMASPARTNERS, INC.	3.86M	Mar 31, 18	+474.26K	1.07%
Hefty Wealth Partners	26	Mar 31, 18	+26	0.00%
Virtu KCG Holdings LLC	7.00K	Jun 30, 17	-16.10K	0.00%
iAB Financial Bank	5.38K	Jun 30, 17	-200	0.00%
MSI Financial Services Inc	1.23K	Dec 31, 16	-1.03K	0.00%
FIRSTMERIT BANK N A TRUSTEE	10.44K	Jun 30, 16	--	0.00%
Gupta Wealth Management LLC	367	Mar 31, 16	+367	0.00%
MANAGED ACCOUNT ADVISORS LLC	575.37K	Jun 30, 15	+51.79K	0.16%
UBS AG	18.80K	Sep 30, 14	-923	0.01%
First Allied Securities, Inc.	3.68K	Jun 30, 12	--	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

54.08M

Jun 30, 26

+225.64K

14.95%

Financial Engines Advisors L.L.C.

48.15M

Jun 30, 26

+3.49M

13.31%

Municipal Employees' Retirement System of Michigan

36.96M

Jun 30, 26

-1.75M

10.22%

MATHER GROUP, LLC.

12.55M

Jun 30, 26

+654.58K

3.47%

ENVESTNET ASSET MANAGEMENT INC

8.27M

Jun 30, 26

+444.98K

2.29%

AMERIPRISE FINANCIAL INC

7.55M

Jun 30, 26

-83.51K

2.09%

Merit Financial Group, LLC

6.45M

Jun 30, 26

+240.94K

1.78%

GLOBALT Investments LLC / GA

5.85M

Jun 30, 26

-78.03K

1.62%

One Day In July LLC

5.74M

Jun 30, 26

+383.84K

1.59%

ADVISOR GROUP HOLDINGS, INC.

5.68M

Jun 30, 26

+192.93K

1.57%

EVERMAY WEALTH MANAGEMENT LLC

5.08M

Jun 30, 26

+162.70K

1.40%

Resources Investment Advisors, LLC.

4.40M

Jun 30, 26

+406.19K

1.22%

ASSETMARK, INC

3.62M

Jun 30, 26

+512.62K

1.00%

Kingsview Wealth Management, LLC

3.37M

Jun 30, 26

-38.05K

0.93%

WELLS FARGO & COMPANY/MN

3.18M

Jun 30, 26

+229.26K

0.88%

MANNING & NAPIER ADVISORS LLC

2.75M

Jun 30, 26

+457.93K

0.76%

STEPHENS GROUP ASSET MANAGEMENT, LLC

2.65M

Jun 30, 26

+111.92K

0.73%

Strategic Wealth Investment Group, LLC

2.26M

Jun 30, 26

+41.41K

0.62%

Cetera Investment Advisers

2.25M

Jun 30, 26

+190.42K

0.62%

Kestra Investment Management, LLC

2.10M

Jun 30, 26

-771.26K

0.58%

BANK OF AMERICA CORP /DE/

2.02M

Jun 30, 26

+132.91K

0.56%

VOISARD ASSET MANAGEMENT GROUP, INC.

1.96M

Jun 30, 26

+208.41K

0.54%

Integrated Wealth Concepts LLC

1.94M

Jun 30, 26

+1.44M

0.54%

CX Institutional

1.85M

Jun 30, 26

-966.08K

0.51%

Carnegie Capital Asset Management, LLC

1.84M

Jun 30, 26

-2.80K

0.51%

UBS Group AG

1.81M

Jun 30, 26

+44.13K

0.50%

Gladstone Institutional Advisory LLC

1.80M

Jun 30, 26

+176.47K

0.50%

HighTower Advisors, LLC

1.60M

Jun 30, 26

+512

0.44%

Black Diamond Financial, LLC

1.57M

Jun 30, 26

+81.55K

0.43%

Gradient Investments LLC

1.54M

Jun 30, 26

+194.75K

0.43%

Equitable Holdings, Inc.

1.52M

Jun 30, 26

+156.17K

0.42%

IHT Wealth Management, LLC

1.46M

Jun 30, 26

+673.88K

0.40%

Portland Global Advisors LLC

1.45M

Jun 30, 26

+55.71K

0.40%

Private Advisor Group, LLC

1.34M

Jun 30, 26

+132.75K

0.37%

COMMONWEALTH EQUITY SERVICES, LLC

1.26M

Jun 30, 26

+629.75K

0.35%

Envestnet Portfolio Solutions, Inc.

1.24M

Jun 30, 26

+257.70K

0.34%

MORGAN STANLEY

1.21M

Jun 30, 26

-132.91K

0.34%

Concord Wealth Partners

1.19M

Jun 30, 26

+52.14K

0.33%

GREAT VALLEY ADVISOR GROUP, INC.

1.17M

Jun 30, 26

+80.91K

0.32%

Compton Financial Group, LLC

1.17M

Jun 30, 26

-691.64K

0.32%

Concord Asset Management, LLC/VA

1.16M

Jun 30, 26

+40.22K

0.32%

Frisch Financial Group, Inc.

1.10M

Jun 30, 26

+218.00K

0.30%

Capital Investment Advisors, LLC

1.06M

Jun 30, 26

-16.24K

0.29%

NorthRock Partners, LLC

1.03M

Jun 30, 26

-75.50K

0.29%

BANK OF MONTREAL /CAN/

1.03M

Jun 30, 26

-9.12K

0.28%

Leicht Financial Planning & Wealth Management, Inc.

1.02M

Jun 30, 26

+78.25K

0.28%

RAYMOND JAMES FINANCIAL INC

1.01M

Jun 30, 26

+84.73K

0.28%

STIFEL FINANCIAL CORP

1.01M

Jun 30, 26

+99.55K

0.28%

KWB Wealth

999.96K

Jun 30, 26

-165.80K

0.28%

SENTINEL PENSION ADVISORS INC

997.27K

Jun 30, 26

+53.53K

0.28%

Flagstone Financial Management

905.46K

Jun 30, 26

+38.98K

0.25%

S. R. Schill & Associates

823.72K

Jun 30, 26

+285.32K

0.23%

Steward Partners Investment Advisory, LLC

733.67K

Jun 30, 26

+713.84K

0.20%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

708.22K

Jun 30, 26

+47.31K

0.20%

Tidemark, LLC

688.16K

Jun 30, 26

+302.42K

0.19%

PARK AVENUE SECURITIES LLC

683.98K

Jun 30, 26

+67.12K

0.19%

Collier Financial

681.28K

Jun 30, 26

+34.08K

0.19%

3EDGE Asset Management, LP

670.42K

Jun 30, 26

-57.82K

0.19%

GOLDMAN SACHS GROUP INC

665.55K

Jun 30, 26

+348.99K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

642.54K

Jun 30, 26

+199.55K

0.18%

Impact Partnership Wealth, LLC

612.39K

Jun 30, 26

-256.19K

0.17%

WOODMONT INVESTMENT COUNSEL LLC

602.76K

Jun 30, 26

+33.16K

0.17%

TRUIST FINANCIAL CORP

582.07K

Jun 30, 26

-135.76K

0.16%

HighPoint Advisor Group LLC

580.96K

Jun 30, 26

-212.28K

0.16%

TSFG, LLC

561.69K

Jun 30, 26

+77.73K

0.16%

FLPUTNAM INVESTMENT MANAGEMENT CO

559.74K

Jun 30, 26

+89.69K

0.15%

FLAGSHIP HARBOR ADVISORS, LLC

552.52K

Jun 30, 26

-31.59K

0.15%

Vise Technologies, Inc.

548.32K

Jun 30, 26

+506.39K

0.15%

Salomon & Ludwin, LLC

536.82K

Jun 30, 26

+20.99K

0.15%

Melone Private Wealth, LLC

512.82K

Jun 30, 26

+2.68K

0.14%

DAVENPORT & Co LLC

507.25K

Jun 30, 26

+59.17K

0.14%

Wealthspire Advisors, LLC

497.94K

Jun 30, 26

+497.94K

0.14%

LEVEL FOUR ADVISORY SERVICES, LLC

497.63K

Jun 30, 26

+14.37K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

487.45K

Jun 30, 26

+487.45K

0.13%

Leslie Global Wealth, LLC

481.45K

Jun 30, 26

+481.45K

0.13%

TRUE BLUE FINANCIAL, LLC

479.89K

Jun 30, 26

+459.92K

0.13%

Eldridge Investment Advisors, Inc.

469.90K

Jun 30, 26

+25.67K

0.13%

AE Wealth Management LLC

465.32K

Jun 30, 26

+34.48K

0.13%

Equita Financial Network, Inc.

457.80K

Jun 30, 26

+21.98K

0.13%

Arjuna Capital

457.27K

Jun 30, 26

-7.20K

0.13%

Madison Asset Management, LLC

424.42K

Jun 30, 26

-7.89K

0.12%

Hobart Private Capital, LLC

424.17K

Jun 30, 26

+5.81K

0.12%

Tilson Financial Group, Inc.

413.27K

Jun 30, 26

+17.27K

0.11%

Capasso Planning Partners LLC

408.51K

Jun 30, 26

-1.79K

0.11%

Higgins & Schmidt Wealth Strategies LLC

405.96K

Jun 30, 26

+31.15K

0.11%

Evergreen Wealth Partners LLC

401.31K

Jun 30, 26

+14.20K

0.11%

TPG Financial Advisors, LLC

400.62K

Jun 30, 26

-2.94K

0.11%

Synergy Investment Management, LLC

381.14K

Jun 30, 26

+58.73K

0.11%

AQR CAPITAL MANAGEMENT LLC

366.23K

Jun 30, 26

+40.01K

0.10%

MATAURO, LLC

363.27K

Jun 30, 26

-9.06K

0.10%

Mirae Asset Global Investments Co., Ltd.

359.00K

Jun 30, 26

+12.00K

0.10%

IFG Advisory, LLC

340.70K

Jun 30, 26

+340.70K

0.09%

Appalachian Capital Management Ltd

340.15K

Jun 30, 26

+5.14K

0.09%

ROYAL BANK OF CANADA

332.96K

Jun 30, 26

+6.72K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

324.19K

Jun 30, 26

-395.26K

0.09%

Arkadios Wealth Advisors

320.89K

Jun 30, 26

+47.52K

0.09%

Hobbs Group Advisors, LLC

313.21K

Jun 30, 26

-128.05K

0.09%

MML INVESTORS SERVICES, LLC

310.67K

Jun 30, 26

+88.31K

0.09%

BlackRock, Inc.

305.70K

Jun 30, 26

-49.27K

0.08%

Beacon Pointe Advisors, LLC

304.33K

Jun 30, 26

-42.72K

0.08%

FIFTH THIRD BANCORP

297.47K

Jun 30, 26

-4.43K

0.08%

Waterloo Capital, L.P.

296.88K

Jun 30, 26

-88.19K

0.08%

Summit Financial, LLC

290.19K

Jun 30, 26

+21.68K

0.08%

Cambridge Investment Research Advisors, Inc.

274.88K

Jun 30, 26

+8.76K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

266.83K

Jun 30, 26

+13.78K

0.07%

Perennial Investment Advisors, LLC

266.21K

Jun 30, 26

+236.98K

0.07%

ABOUND FINANCIAL, LLC

264.61K

Jun 30, 26

-1.10K

0.07%

Certified Advisory Corp

259.19K

Jun 30, 26

-232.53K

0.07%

Fourth Dimension Wealth, LLC

256.32K

Jun 30, 26

-71.24K

0.07%

XY Planning Network, Inc.

252.00K

Jun 30, 26

+24.57K

0.07%

Cornerstone Wealth Management, LLC

240.90K

Jun 30, 26

+46.57K

0.07%

Pinnacle Financial Partners, Inc.

240.59K

Jun 30, 26

+24.84K

0.07%

SEI INVESTMENTS CO

238.94K

Jun 30, 26

+18.94K

0.07%

Spectrum Wealth Advisory Group, LLC

236.89K

Jun 30, 26

+190.52K

0.07%

Astoria Portfolio Advisors LLC.

236.84K

Jun 30, 26

+90.61K

0.07%

Rockefeller Capital Management L.P.

235.80K

Jun 30, 26

+9.12K

0.07%

Sanctuary Advisors, LLC

235.54K

Jun 30, 26

+22.78K

0.07%

Key FInancial Inc

229.09K

Jun 30, 26

-8.65K

0.06%

INTEGRATED CAPITAL MANAGEMENT, INC.

228.37K

Jun 30, 26

-7.67K

0.06%

Transamerica Financial Advisors, Inc.

227.85K

Jun 30, 26

-20.07K

0.06%

Auour Investments LLC

221.59K

Jun 30, 26

+3.63K

0.06%

Creative Planning

218.65K

Jun 30, 26

+1.77K

0.06%

Western Wealth Management, LLC

214.51K

Jun 30, 26

+8.58K

0.06%

RENAISSANCE TECHNOLOGIES LLC

211.30K

Jun 30, 26

-5.40K

0.06%

VERUS CAPITAL PARTNERS, LLC

205.30K

Jun 30, 26

+6.01K

0.06%

Trilogy Capital Inc.

202.42K

Jun 30, 26

+21.27K

0.06%

Retirement Planning Group

193.26K

Jun 30, 26

-3.21K

0.05%

ArborFi Advisors, LLC

186.46K

Jun 30, 26

+6.10K

0.05%

Apollon Financial, LLC

186.35K

Jun 30, 26

-22.20K

0.05%

IFP Advisors, Inc

179.96K

Jun 30, 26

+112.48K

0.05%

Kestra Advisory Services, LLC

175.72K

Jun 30, 26

-47.37K

0.05%

Onyx Bridge Wealth Group LLC

175.53K

Jun 30, 26

+5.60K

0.05%

Inspire Advisors, LLC

169.36K

Jun 30, 26

-60.66K

0.05%

Gateway Wealth Partners, LLC

164.22K

Jun 30, 26

-112.35K

0.05%

BAILARD, INC.

163.19K

Jun 30, 26

-19.08K

0.05%

Farther Finance Advisors, LLC

161.81K

Jun 30, 26

+114.82K

0.04%

Baird Financial Group, Inc.

161.08K

Jun 30, 26

+53.03K

0.04%

Climber Capital SA

158.81K

Jun 30, 26

+24.82K

0.04%

Downshift Financial, LLC

158.49K

Jun 30, 26

+59.28K

0.04%

JT Stratford LLC

157.47K

Jun 30, 26

+6.30K

0.04%

Avant Financial Advisors LLC

157.33K

Jun 30, 26

+20.66K

0.04%

Bank of New York Mellon Corp

153.01K

Jun 30, 26

-530

0.04%

ST GERMAIN D J CO INC

147.03K

Jun 30, 26

+17.62K

0.04%

Tower Research Capital LLC (TRC)

139.82K

Jun 30, 26

+38.82K

0.04%

Private Wealth Group, LLC

138.87K

Jun 30, 26

+5.61K

0.04%

Waverly Advisors, LLC

136.50K

Jun 30, 26

+3.18K

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

135.41K

Jun 30, 26

+57.08K

0.04%

PRIVATE TRUST CO NA

126.36K

Jun 30, 26

+13.68K

0.03%

EHRLICH FINANCIAL GROUP

121.36K

Jun 30, 26

+22.10K

0.03%

Global Retirement Partners, LLC

114.87K

Jun 30, 26

+114.87K

0.03%

Napier Financial, LLC

114.61K

Jun 30, 26

+7.41K

0.03%

Vertex Planning Partners, LLC

111.40K

Jun 30, 26

+34.15K

0.03%

Plus Group Wealth Advisors LLC

110.57K

Jun 30, 26

+5.62K

0.03%

PLANWISER FINANCIAL, LLC

108.30K

Jun 30, 26

-147.01K

0.03%

LIBRA WEALTH LLC

104.27K

Jun 30, 26

0.03%

Mariner, LLC

103.73K

Jun 30, 26

-600.46K

0.03%

ZEGA Investments, LLC

100.79K

Jun 30, 26

+18.79K

0.03%

Narus Financial Partners, LLC

98.95K

Jun 30, 26

+7.99K

0.03%

Grantham, Mayo, Van Otterloo & Co. LLC

96.51K

Jun 30, 26

+9.17K

0.03%

SILVERLAKE WEALTH MANAGEMENT LLC

96.14K

Jun 30, 26

+2.73K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

92.84K

Jun 30, 26

+10.20K

0.03%

FLOW TRADERS U.S. LLC

91.84K

Jun 30, 26

+91.84K

0.03%

Simplicity Wealth,LLC

90.56K

Jun 30, 26

+42.28K

0.03%

JONES FINANCIAL COMPANIES LLLP

88.50K

Jun 30, 26

+34.80K

0.02%

Vermillion & White Wealth Management Group, LLC

87.10K

Jun 30, 26

+1.86K

0.02%

Jacobi Capital Management LLC

86.65K

Jun 30, 26

+9.64K

0.02%

Prosperity Advisers, LLC

86.23K

Jun 30, 26

+5.56K

0.02%

Strategic Financial Partners, Ltd.

84.07K

Jun 30, 26

+6.14K

0.02%

SCOTIA CAPITAL INC.

82.89K

Jun 30, 26

+2.02K

0.02%

Cranbrook Wealth Management, LLC

81.08K

Jun 30, 26

+7.41K

0.02%

Private Advisory Group LLC

77.81K

Jun 30, 26

+7.87K

0.02%

CAPITAL WEALTH MANAGEMENT, LLC

75.65K

Jun 30, 26

-4.92K

0.02%

Bonfire Financial

70.01K

Jun 30, 26

-2.20K

0.02%

NewEdge Advisors, LLC

68.97K

Jun 30, 26

+1.59K

0.02%

GRIMES & COMPANY, INC.

68.14K

Jun 30, 26

+68.14K

0.02%

October Effect Ltd

67.68K

Jun 30, 26

-2.36K

0.02%

GenWealth Group, Inc.

66.11K

Jun 30, 26

+5.59K

0.02%

Center For Asset Management LLC

64.79K

Jun 30, 26

+5.43K

0.02%

Wise Wealth Partners

64.64K

Jun 30, 26

+64.64K

0.02%

VICUS CAPITAL

64.32K

Jun 30, 26

+1.84K

0.02%

Collaborative Wealth Managment Inc.

64.22K

Jun 30, 26

+8.30K

0.02%

Janney Montgomery Scott LLC

62.61K

Jun 30, 26

+1.73K

0.02%

Fonville Wealth Management LLC

62.27K

Jun 30, 26

+62.27K

0.02%

Brown Financial Advisors

61.79K

Jun 30, 26

+3.98K

0.02%

MGO ONE SEVEN LLC

60.92K

Jun 30, 26

+141

0.02%

JPMORGAN CHASE & CO

58.45K

Jun 30, 26

-50.65K

0.02%

WIREGRASS INVESTMENT MANAGEMENT LLC

57.38K

Jun 30, 26

+18.18K

0.02%

STEPHENS INC /AR/

55.72K

Jun 30, 26

0.02%

HRT FINANCIAL LP

54.63K

Jun 30, 26

+54.63K

0.02%

Objectivity Squared, LLC

53.45K

Jun 30, 26

+13.79K

0.01%

Zinnia Wealth Advisory, LLC

52.61K

Jun 30, 26

-41.62K

0.01%

Maridea Wealth Management LLC

50.87K

Jun 30, 26

+13.66K

0.01%

Paladin Wealth, LLC

50.57K

Jun 30, 26

+5.88K

0.01%

Costello Asset Management, INC

50.06K

Jun 30, 26

-3.73K

0.01%

Independent Advisor Alliance

49.80K

Jun 30, 26

-2.29M

0.01%

Hardin Capital Partners, LLC

49.29K

Jun 30, 26

-851

0.01%

HANSEATIC MANAGEMENT SERVICES INC

46.57K

Jun 30, 26

-1.44K

0.01%

Strategic Investment Advisors / MI

46.43K

Jun 30, 26

+345

0.01%

Cerity Partners LLC

45.96K

Jun 30, 26

-9.96K

0.01%

Virtue Capital Management, LLC

45.95K

Jun 30, 26

+9.59K

0.01%

SEEDS INVESTOR LLC

45.52K

Jun 30, 26

-8.36K

0.01%

Fisher Asset Management, LLC

44.22K

Jun 30, 26

+2.32K

0.01%

HILL ISLAND FINANCIAL LLC

43.62K

Jun 30, 26

+1.95K

0.01%

WALLER FINANCIAL PLANNING GROUP, INC

43.60K

Jun 30, 26

+1.80K

0.01%

Insight Advisors, LLC/ PA

43.14K

Jun 30, 26

+5.09K

0.01%

Savvy Advisors, Inc.

43.12K

Jun 30, 26

+4.34K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

42.53K

Jun 30, 26

-1.57K

0.01%

TOP Private Wealth LLC.

42.05K

Jun 30, 26

+42.05K

0.01%

Boltwood Capital Management

41.01K

Jun 30, 26

+110

0.01%

THOMPSON DAVIS & CO., INC.

40.19K

Jun 30, 26

+42

0.01%

Modern Wealth Management, LLC

39.24K

Jun 30, 26

+39.24K

0.01%

Centennial Bank/AR/

38.69K

Jun 30, 26

-802

0.01%

Ashton Thomas Private Wealth, LLC

37.89K

Jun 30, 26

+10.74K

0.01%

Beacon Bridge Wealth Partners, LLC

37.65K

Jun 30, 26

-6.81K

0.01%

Savant Capital, LLC

37.04K

Jun 30, 26

+9.56K

0.01%

Ascent Group, LLC

36.45K

Jun 30, 26

+4.89K

0.01%

MOSAIC FINANCIAL GROUP, LLC

35.87K

Jun 30, 26

-1.92K

0.01%

Oregon Pacific Wealth Management, LLC

35.05K

Jun 30, 26

-1.48K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

34.85K

Jun 30, 26

-38.92K

0.01%

Barnes Wealth Management Group, Inc

34.46K

Jun 30, 26

+1.77K

0.01%

Comprehensive Wealth Management, LLC

34.23K

Jun 30, 26

+2.35K

0.01%

Snowden Capital Advisors LLC

32.47K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

31.64K

Jun 30, 26

+137

0.01%

PUFF WEALTH MANAGEMENT, LLC

31.47K

Jun 30, 26

+31.47K

0.01%

Integrity Wealth Solutions LLC

31.28K

Jun 30, 26

+303

0.01%

Mattson Financial Services, LLC

31.02K

Jun 30, 26

+2.32K

0.01%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

29.80K

Jun 30, 26

0.01%

RMR Wealth Builders

29.61K

Jun 30, 26

-19.31K

0.01%

Vontobel Holding Ltd.

29.50K

Jun 30, 26

-1.08K

0.01%

RKL Wealth Management LLC

28.67K

Jun 30, 26

+1.75K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

28.29K

Jun 30, 26

+768

0.01%

Atria Investments, Inc

28.12K

Jun 30, 26

+2.65K

0.01%

M Holdings Securities, Inc.

27.39K

Jun 30, 26

-259

0.01%

Lifeworks Advisors, LLC

27.38K

Jun 30, 26

-4.12K

0.01%

Pathway Financial Advisors LLC

27.25K

Jun 30, 26

-816

0.01%

Betterment LLC

26.87K

Jun 30, 26

+4.86K

0.01%

Stratos Wealth Partners, LTD.

26.62K

Jun 30, 26

+451

0.01%

RITHOLTZ WEALTH MANAGEMENT

25.83K

Jun 30, 26

+11.28K

0.01%

FOUNDERS GROVE WEALTH PARTNERS, LLC

25.76K

Jun 30, 26

+25.76K

0.01%

CI Private Wealth, LLC

25.28K

Jun 30, 26

-160

0.01%

Jefferson Bridge Capital, LLC

24.94K

Jun 30, 26

-6.77K

0.01%

BLALOCK WILLIAMS, LLC

24.54K

Jun 30, 26

+195

0.01%

PSI Advisors, LLC

24.07K

Jun 30, 26

-10.09K

0.01%

Kovack Advisors, Inc.

23.62K

Jun 30, 26

-7.08K

0.01%

Tennessee Valley Asset Management Partners

23.60K

Jun 30, 26

+5.25K

0.01%

Aptus Capital Advisors, LLC

23.10K

Jun 30, 26

+14.76K

0.01%

Hilltop Partners LLC

21.85K

Jun 30, 26

-1.84K

0.01%

OpenArc Corporate Advisory, LLC

21.74K

Jun 30, 26

+3.31K

0.01%

Edgestream Partners, L.P.

21.21K

Jun 30, 26

+21.21K

0.01%

HOWARD BAILEY SECURITIES, LLC

20.81K

Jun 30, 26

+39

0.01%

NORTHBRIDGE FINANCIAL GROUP, LLC

20.37K

Jun 30, 26

+2.95K

0.01%

Boyd Wealth Management, LLC

20.11K

Jun 30, 26

+137

0.01%

FIDUCIARY FINANCIAL ADVISORS

19.87K

Jun 30, 26

+19.87K

0.01%

PATRON PARTNERS, LLC

19.77K

Jun 30, 26

-4.11K

0.01%

MEITAV INVESTMENT HOUSE LTD

19.34K

Jun 30, 26

-1.29K

0.01%

Brooklyn FI, LLC

18.98K

Jun 30, 26

+3.67K

0.01%

Sequent Planning LLC

18.28K

Jun 30, 26

+9.73K

0.01%

RMB Capital Management, LLC

18.20K

Jun 30, 26

+827

0.01%

Legacy Edge Advisors, LLC

17.79K

Jun 30, 26

+17.79K

0.00%

TWO SIGMA SECURITIES, LLC

17.48K

Jun 30, 26

+17.48K

0.00%

Gerber Kawasaki Wealth & Investment Management

17.20K

Jun 30, 26

-10.23K

0.00%

Clarity Wealth Development LLC

16.89K

Jun 30, 26

-40.43K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

16.75K

Jun 30, 26

+2.52K

0.00%

NORTHLAND SECURITIES, INC.

16.69K

Jun 30, 26

+122

0.00%

Joule Financial, LLC

15.98K

Jun 30, 26

+15.98K

0.00%

Wealthcare Advisory Partners LLC

15.75K

Jun 30, 26

-339

0.00%

IMA Wealth, Inc.

15.41K

Jun 30, 26

+15.41K

0.00%

Wedmont Private Capital

15.35K

Jun 30, 26

-4.04K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

15.19K

Jun 30, 26

+182

0.00%

Diversify Advisory Services, LLC

15.19K

Jun 30, 26

+15.19K

0.00%

Golden State Wealth Management, LLC

14.41K

Jun 30, 26

-17.15K

0.00%

Keel Point, LLC

14.28K

Jun 30, 26

-11

0.00%

AUGUSTINE ASSET MANAGEMENT INC

14.22K

Jun 30, 26

-1.39K

0.00%

Convergence Financial, LLC

13.86K

Jun 30, 26

+3.47K

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

13.78K

Jun 30, 26

+2.27K

0.00%

Pensionmark Financial Group, LLC

13.63K

Jun 30, 26

-63

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

13.56K

Jun 30, 26

-1.35K

0.00%

BLUEDOOR PRIVATE WEALTH, LLC

13.51K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

13.47K

Jun 30, 26

+92

0.00%

Brucke Financial, Inc.

12.61K

Jun 30, 26

+2.92K

0.00%

Strategic Blueprint, LLC

12.51K

Jun 30, 26

+999

0.00%

Rede Wealth, LLC

12.39K

Jun 30, 26

+12.39K

0.00%

Atomi Financial Group, Inc.

11.87K

Jun 30, 26

+11.87K

0.00%

FMR LLC

11.78K

Jun 30, 26

-2.21K

0.00%

Seaside Wealth Management, Inc.

11.67K

Jun 30, 26

-182

0.00%

Perigon Wealth Management, LLC

11.63K

Jun 30, 26

+323

0.00%

NICOLET BANKSHARES INC

11.50K

Jun 30, 26

+11.50K

0.00%

McAdam, LLC

11.31K

Jun 30, 26

-3.51K

0.00%

CreativeOne Wealth, LLC

11.04K

Jun 30, 26

+645

0.00%

RICHARDSON FINANCIAL SERVICES INC.

10.86K

Jun 30, 26

-157

0.00%

Brookstone Capital Management

10.81K

Jun 30, 26

+2.63K

0.00%

OneAscent Financial Services LLC

10.64K

Jun 30, 26

+13

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

10.50K

Jun 30, 26

+3.00K

0.00%

Midwest Financial Network, LLC

10.44K

Jun 30, 26

+10.44K

0.00%

Sound Income Strategies, LLC

10.26K

Jun 30, 26

+9.44K

0.00%

INVESTED ADVISORS

10.25K

Jun 30, 26

+742

0.00%

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

10.07K

Jun 30, 26

-35

0.00%

Keystone Financial Group

10.05K

Jun 30, 26

+548

0.00%

Y-Intercept (Hong Kong) Ltd

10.01K

Jun 30, 26

+10.01K

0.00%

GeoWealth Management, LLC

9.98K

Jun 30, 26

+9.98K

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

9.94K

Jun 30, 26

0.00%

Klaas Financial Asset Advisors, LLC

9.85K

Jun 30, 26

0.00%

Prime Capital Investment Advisors, LLC

9.82K

Jun 30, 26

-399

0.00%

Symphony Financial, Ltd. Co.

9.63K

Jun 30, 26

+767

0.00%

Resonant Capital Advisors, LLC

9.39K

Jun 30, 26

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.38K

Jun 30, 26

+563

0.00%

Advisor Resource Council

9.38K

Jun 30, 26

-1.21K

0.00%

Americana Partners, LLC

9.37K

Jun 30, 26

+24

0.00%

Geneos Wealth Management Inc.

9.32K

Jun 30, 26

-1.05K

0.00%

Independence Wealth Advisors, LLC

9.31K

Jun 30, 26

-32.71K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

9.21K

Jun 30, 26

0.00%

Zhang Financial LLC

9.21K

Jun 30, 26

0.00%

Facet Wealth, Inc.

9.20K

Jun 30, 26

+1.19K

0.00%

WealthPoint Financial, LLC

9.08K

Jun 30, 26

+1.13K

0.00%

Moisand Fitzgerald Tamayo, LLC

8.97K

Jun 30, 26

0.00%

Hibernia Wealth Partners, LLC

8.71K

Jun 30, 26

-2.63K

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

8.51K

Jun 30, 26

0.00%

NWAM LLC

8.37K

Jun 30, 26

-759

0.00%

Foundations Investment Advisors, LLC

8.26K

Jun 30, 26

+8.26K

0.00%

RFG Advisory, LLC

8.11K

Jun 30, 26

-8.06K

0.00%

Clark Asset Management, LLC

8.11K

Jun 30, 26

-550

0.00%

Clarendon Private LLC

8.10K

Jun 30, 26

-15.20K

0.00%

OLD MISSION CAPITAL LLC

8.10K

Jun 30, 26

+8.10K

0.00%

VICTORY FINANCIAL GROUP, LLC

7.91K

Jun 30, 26

-989

0.00%

Continuum Advisory, LLC

7.65K

Jun 30, 26

-3.67K

0.00%

Belpointe Asset Management LLC

7.65K

Jun 30, 26

-33.49K

0.00%

Detalus Advisors, LLC

7.63K

Jun 30, 26

-2

0.00%

Colony Group, LLC

7.33K

Jun 30, 26

+7.33K

0.00%

Latitude Advisors, LLC

7.32K

Jun 30, 26

+7.32K

0.00%

International Private Wealth Advisors LLC

7.30K

Jun 30, 26

0.00%

Stone House Investment Management, LLC

6.94K

Jun 30, 26

-4.52K

0.00%

FIRST HORIZON CORP

6.86K

Jun 30, 26

-6.95K

0.00%

UMB Bank, n.a.

6.50K

Jun 30, 26

-2.82K

0.00%

Allworth Financial LP

6.46K

Jun 30, 26

+1.01K

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

5.64K

Jun 30, 26

-9.09K

0.00%

EverSource Wealth Advisors, LLC

5.31K

Jun 30, 26

-5.28K

0.00%

Ameritas Advisory Services, LLC

5.31K

Jun 30, 26

-14.04K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

4.62K

Jun 30, 26

-35

0.00%

PlanVest Financial, Inc

4.61K

Jun 30, 26

+4.61K

0.00%

SBI Securities Co., Ltd.

4.49K

Jun 30, 26

+153

0.00%

CoreCap Advisors, LLC

4.32K

Jun 30, 26

+249

0.00%

Cape Investment Advisory, Inc.

3.68K

Jun 30, 26

+3.68K

0.00%

EP Wealth Advisors, LLC

3.65K

Jun 30, 26

+3.65K

0.00%

CITIGROUP INC

3.43K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

3.14K

Jun 30, 26

-11

0.00%

POM Investment Strategies, LLC

2.85K

Jun 30, 26

+28

0.00%

Your Advocates Ltd., LLP

2.75K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.26K

Jun 30, 26

+2.26K

0.00%

SRS Capital Advisors, Inc.

1.98K

Jun 30, 26

-49

0.00%

Pacific Center for Financial Services

1.94K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.88K

Jun 30, 26

+71

0.00%

VANGUARD ADVISERS INC

1.86K

Jun 30, 26

+1.68K

0.00%

Strategic Wealth Partners, Ltd.

1.84K

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

1.78K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.41K

Jun 30, 26

-208

0.00%

Pinnacle Bancorp, Inc.

1.38K

Jun 30, 26

+73

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.32K

Jun 30, 26

+1.32K

0.00%

FRANKLIN RESOURCES INC

1.27K

Jun 30, 26

0.00%

Rossby Financial, LCC

1.25K

Jun 30, 26

-151

0.00%

FINANCIAL CONSULATE, INC

1.11K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.09K

Jun 30, 26

0.00%

SIMA Wealth Partners, LLC

1.09K

Jun 30, 26

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

918

Jun 30, 26

0.00%

Caitlin John, LLC

917

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

885

Jun 30, 26

+885

0.00%

HANTZ FINANCIAL SERVICES, INC.

781

Jun 30, 26

-34

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

779

Jun 30, 26

+779

0.00%

Founders Financial Alliance, LLC

747

Jun 30, 26

+634

0.00%

Elevated Capital Advisors, LLC

666

Jun 30, 26

-627

0.00%

Capital Analysts, LLC

654

Jun 30, 26

-3.52K

0.00%

BLAIR WILLIAM & CO/IL

600

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

578

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

573

Jun 30, 26

0.00%

BankPlus Trust Department

569

Jun 30, 26

0.00%

Basepoint Wealth LLC

506

Jun 30, 26

+506

0.00%

United Financial Planning Group LLC

423

Jun 30, 26

0.00%

SouthState Corp

364

Jun 30, 26

+362

0.00%

Allspring Global Investments Holdings, LLC

343

Jun 30, 26

0.00%

Breakwater Investment Management

335

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

330

Jun 30, 26

+330

0.00%

NBC SECURITIES, INC.

328

Jun 30, 26

0.00%

LRI Investments, LLC

297

Jun 30, 26

-81

0.00%

Kilter Group LLC

296

Jun 30, 26

+296

0.00%

Medallion Wealth Advisors, LLC

280

Jun 30, 26

-1.50K

0.00%

Dogwood Wealth Management LLC

276

Jun 30, 26

+276

0.00%

Triumph Capital Management

270

Jun 30, 26

+270

0.00%

Archer Investment Corp

259

Jun 30, 26

+259

0.00%

SOA Wealth Advisors, LLC.

258

Jun 30, 26

+258

0.00%

1620 INVESTMENT ADVISORS, INC.

226

Jun 30, 26

0.00%

CENTRAL TRUST Co

218

Jun 30, 26

+218

0.00%

AlphaCore Capital LLC

175

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

165

Jun 30, 26

+165

0.00%

ORG Wealth Partners, LLC

114

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

EASTERN BANK

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+45

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+40

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+37

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

+26

0.00%

Parallel Advisors, LLC

Jun 30, 26

+25

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-1

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Montgomery Financial Services LLC

Jun 30, 26

+16

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-25

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-25

Capital CS Group, LLC

Jun 30, 26

-8.08K

IFS Group,LLC

Jun 30, 26

-8.05K

TIAA Wealth Investment Management LLC

Jun 30, 26

-52

Global Wealth Strategies & Associates

Jun 30, 26

-47

Princeton Global Asset Management LLC

Jun 30, 26

-249

First Command Advisory Services, Inc.

Jun 30, 26

-300

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1

Decker Retirement Planning Inc.

Jun 30, 26

-56

Silver Grove Financial Group, Inc.

Jun 30, 26

-4

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

-583

ESL Trust Services, LLC

Jun 30, 26

-483

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-255

Richmond Investment Services, LLC

Jun 30, 26

-17.38K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.49K

Holos Integrated Wealth LLC

Jun 30, 26

-52

Jump Financial, LLC

Jun 30, 26

-24.52K

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Jun 30, 26

-11.12K

Cercano Management LLC

Jun 30, 26

-35.20K

Destiny Wealth Partners, LLC

Jun 30, 26

-190

Baer Investment Advisory LLC

Jun 30, 26

-8.90K

MAI Capital Management

Jun 30, 26

-280

Arlington Financial Advisors, LLC

Jun 30, 26

-38.73K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-5.57K

DRAVO BAY LLC

Jun 30, 26

-24.31K

Archvest Wealth Advisors, Inc.

Jun 30, 26

-10.85K

Truvestments Capital LLC

Jun 30, 26

-123

Opal Wealth Advisors, LLC

Jun 30, 26

-1.57K

JANE STREET GROUP, LLC

Jun 30, 26

-7.11K

BURNEY CO/

Jun 30, 26

-9.98K

SIGNATUREFD, LLC

Jun 30, 26

-50

Advisory Services Network, LLC

Jun 30, 26

-8.00K

MBM Wealth Consultants, LLC

Jun 30, 26

-33

Apriem Advisors

Jun 30, 26

-9.01K

STATE STREET CORP

Jun 30, 26

-3.76M

Mount Yale Investment Advisors, LLC

Jun 30, 26

-8.60K

Root Financial Partners, LLC

Jun 30, 26

-6.55K

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Jun 30, 26

-10.17K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-201

CWM, LLC

12.85M

Mar 31, 26

+6.56M

3.55%

ENVESTNET ASSET MANAGEMENT INC

7.83M

Mar 31, 26

+1.67M

2.16%

Merit Financial Group, LLC

6.21M

Mar 31, 26

+450.45K

1.72%

Resources Investment Advisors, LLC.

4.00M

Mar 31, 26

+3.48M

1.11%

ASSETMARK, INC

3.10M

Mar 31, 26

+260.44K

0.86%

GREAT VALLEY ADVISOR GROUP, INC.

1.09M

Mar 31, 26

+88.94K

0.30%

RAYMOND JAMES FINANCIAL INC

922.96K

Mar 31, 26

+116.86K

0.26%

Frisch Financial Group, Inc.

879.34K

Mar 31, 26

+617.63K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

719.46K

Mar 31, 26

+511.14K

0.20%

PARK AVENUE SECURITIES LLC

616.86K

Mar 31, 26

+14.57K

0.17%

WOODMONT INVESTMENT COUNSEL LLC

569.60K

Mar 31, 26

+40.61K

0.16%

GM Advisory Group, Inc.

481.96K

Mar 31, 26

+20.72K

0.13%

Eldridge Investment Advisors, Inc.

444.23K

Mar 31, 26

+25.77K

0.12%

TPG Financial Advisors, LLC

403.56K

Mar 31, 26

+58.05K

0.11%

AQR CAPITAL MANAGEMENT LLC

326.22K

Mar 31, 26

+134.21K

0.09%

SIGNET FINANCIAL MANAGEMENT, LLC

267.66K

Mar 31, 26

+7.26K

0.07%

Inspire Advisors, LLC

230.02K

Mar 31, 26

-17.41K

0.06%

Rockefeller Capital Management L.P.

226.69K

Mar 31, 26

+28.93K

0.06%

Apollon Financial, LLC

208.55K

Mar 31, 26

+161.40K

0.06%

Cornerstone Wealth Management, LLC

194.33K

Mar 31, 26

+31.18K

0.05%

Trilogy Capital Inc.

181.14K

Mar 31, 26

+2.15K

0.05%

INTEGRITY WEALTH ADVISORS, INC.

157.42K

Mar 31, 26

+14.45K

0.04%

ST GERMAIN D J CO INC

129.41K

Mar 31, 26

+4.52K

0.04%

Vermillion & White Wealth Management Group, LLC

85.24K

Mar 31, 26

-126.50K

0.02%

Private Advisory Group LLC

69.95K

Mar 31, 26

+69.95K

0.02%

JONES FINANCIAL COMPANIES LLLP

53.70K

Mar 31, 26

-9.61K

0.01%

RMR Wealth Builders

48.92K

Mar 31, 26

+5.49K

0.01%

HANSEATIC MANAGEMENT SERVICES INC

48.01K

Mar 31, 26

+48.01K

0.01%

Fisher Asset Management, LLC

41.90K

Mar 31, 26

-1.33K

0.01%

THOMPSON DAVIS & CO., INC.

40.15K

Mar 31, 26

-724

0.01%

PSI Advisors, LLC

34.16K

Mar 31, 26

-321.33K

0.01%

Snowden Capital Advisors LLC

32.47K

Mar 31, 26

-512

0.01%

Savant Capital, LLC

27.48K

Mar 31, 26

+10.24K

0.01%

Jump Financial, LLC

24.52K

Mar 31, 26

+24.52K

0.01%

TRUE BLUE FINANCIAL, LLC

19.97K

Mar 31, 26

+3.18K

0.01%

Coordinated Financial Services, Inc.

15.45K

Mar 31, 26

0.00%

McAdam, LLC

14.82K

Mar 31, 26

+2.93K

0.00%

RITHOLTZ WEALTH MANAGEMENT

14.55K

Mar 31, 26

+3.12K

0.00%

Coastal Investment Advisors, Inc.

13.38K

Mar 31, 26

-1.17K

0.00%

Charter Oak Capital Management, LLC

12.71K

Mar 31, 26

-190

0.00%

SOL Capital Management CO

12.26K

Mar 31, 26

+12.26K

0.00%

Klaas Financial Asset Advisors, LLC

9.85K

Mar 31, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

9.21K

Mar 31, 26

+9.21K

0.00%

Detalus Advisors, LLC

7.63K

Mar 31, 26

+7.63K

0.00%

Capital Investment Advisory Services, LLC

3.15K

Mar 31, 26

-230

0.00%

Premier Financial Group

2.16K

Mar 31, 26

0.00%

Richard Bernstein Advisors LLC

1.69K

Mar 31, 26

-7.94M

0.00%

Pinnacle Bancorp, Inc.

1.31K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

816

Mar 31, 26

+807

0.00%

Jackson Hole Capital Partners, LLC

312

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

300

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

226

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

189

Mar 31, 26

+189

0.00%

AlphaCore Capital LLC

175

Mar 31, 26

-512

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

Mach-1 Financial Group, LLC

Mar 31, 26

-19.07K

BANK OF NOVA SCOTIA

Mar 31, 26

-1.02M

Coastal Bridge Advisors, LLC

Mar 31, 26

-13.34K

Migdal Insurance & Financial Holdings Ltd.

Mar 31, 26

-199.02K

TrueWealth Financial Partners

Mar 31, 26

-16.79K

ASB Consultores, LLC

Mar 31, 26

-22.43K

SageView Advisory Group, LLC

Mar 31, 26

-1.23K

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-12.97K

Quest Partners LLC

1.67M

Dec 31, 25

+1.45M

0.46%

O'Brien Wealth Partners LLC

1.45M

Dec 31, 25

+30.83K

0.40%

COMERICA BANK

302.86K

Dec 31, 25

-9.63K

0.08%

Heritage Financial Services, LLC

12.90K

Dec 31, 25

0.00%

Austin Private Wealth, LLC

10.49K

Dec 31, 25

+742

0.00%

Ransom Advisory, Ltd

9.75K

Dec 31, 25

+9.75K

0.00%

Vantage Financial Partners, LLC

9.72K

Dec 31, 25

-7.44K

0.00%

GPS Wealth Strategies Group, LLC

1.67K

Dec 31, 25

-25.54K

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

+33

0.00%

Wela Strategies, Inc.

1.02M

Sep 30, 25

+24.89K

0.28%

Willow Creek Wealth Management Inc.

593.74K

Sep 30, 25

+16.26K

0.16%

SYNOVUS FINANCIAL CORP

207.22K

Sep 30, 25

-3.01K

0.06%

Abich Financial Wealth Management LLC

39.98K

Sep 30, 25

+39.98K

0.01%

Donald L. Hagan, LLC

30.18K

Sep 30, 25

-474

0.01%

Certus Wealth Management, LLC

23.63K

Sep 30, 25

-2.85K

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

10.44K

Sep 30, 25

-785

0.00%

Pineridge Advisors LLC

3.05K

Sep 30, 25

+29

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-10.90K

Sensible Financial Planning & Management, LLC.

Sep 30, 25

-20.58K

Financial Advocates Investment Management

Sep 30, 25

-146.38K

Good Life Advisors, LLC

289.84K

Jun 30, 25

+71.91K

0.08%

Atria Wealth Solutions, Inc.

64.16K

Jun 30, 25

-3.37K

0.02%

Christopher J. Hasenberg, Inc

43.40K

Jun 30, 25

+43.40K

0.01%

AVANTAX ADVISORY SERVICES, INC.

13.37K

Jun 30, 25

+2.05K

0.00%

Congress Wealth Management LLC / DE /

11.15K

Jun 30, 25

-2.56M

0.00%

Breed's Hill Capital LLC

8.11K

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

1.67K

Jun 30, 25

-57

0.00%

PrairieView Partners, LLC

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+33

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

US FINANCIAL ADVISORS, LLC

494.89K

Mar 31, 25

+28.77K

0.14%

NAPATREE CAPITAL LLC

34.15K

Mar 31, 25

-5.35K

0.01%

Coordinated Financial Services, Inc./CO

16.20K

Mar 31, 25

+16.20K

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

12.26K

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-9.49K

HTLF Bank

50.76K

Dec 31, 24

-2.12K

0.01%

Householder Group Estate & Retirement Specialist, LLC

6.36K

Dec 31, 24

-33.20K

0.00%

RAYMOND JAMES & ASSOCIATES

420.56K

Sep 30, 24

+6.16K

0.12%

Raymond James Financial Services Advisors, Inc.

369.36K

Sep 30, 24

+162.54K

0.10%

Brophy Wealth Management, LLC

8.92K

Sep 30, 24

+8.92K

0.00%

Diversified, LLC

8.10K

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

3.38K

Sep 30, 24

+3.38K

0.00%

FinTrust Capital Advisors, LLC

648

Sep 30, 24

0.00%

Family Asset Management, LLC

535

Sep 30, 24

0.00%

VitalStone Financial, LLC

443

Sep 30, 24

-3

0.00%

BlackRock Inc.

238

Jun 30, 24

-820

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-23.74K

Manning & Napier Group, LLC

1.63M

Mar 31, 24

+22.70K

0.45%

Cetera Advisor Networks LLC

449.53K

Mar 31, 24

+26.58K

0.12%

Cetera Advisors LLC

99.27K

Mar 31, 24

+29.12K

0.03%

CAMBRIDGE TRUST CO

Mar 31, 24

0.00%

Asset Management Resources, LLC

208.58K

Dec 31, 23

-64.44K

0.06%

Baystate Wealth Management LLC

128.92K

Dec 31, 23

+1.58K

0.04%

StrategIQ Financial Group, LLC

23.88K

Dec 31, 23

+7.89K

0.01%

WealthOne, LLC

Sep 30, 23

-10.29K

V Wealth Advisors LLC

Sep 30, 23

-79.55K

BMS Financial Advisors, LLC

294.18K

Jun 30, 23

+285.87K

0.08%

TimeScale Financial, Inc.

20.10K

Jun 30, 23

-2.52K

0.01%

Kistler-Tiffany Companies, LLC

4.42K

Jun 30, 23

+4.42K

0.00%

Kalos Management, Inc.

453

Jun 30, 23

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

2.80K

Mar 31, 23

-61

0.00%

Ford Financial Group, LLC

Mar 31, 23

-41.97K

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-11.07K

MARINER INDEPENDENT ADVISOR NETWORK, LLC

213.70K

Sep 30, 22

-2.42K

0.06%

KARLINSKI ANDREW C

30.38K

Sep 30, 22

+869

0.01%

Strategic Asset Management, LLC

3.98K

Sep 30, 22

+3.98K

0.00%

American Portfolios Advisors

820

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-1.13K

HYA Advisors, Inc

12.39K

Jun 30, 22

+12.39K

0.00%

HC FINANCIAL ADVISORS INC

1.28K

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

+81

0.00%

EXANE DERIVATIVES

Jun 30, 22

-4.80K

JD Financial Services Inc.

55.41K

Dec 31, 21

-47.45K

0.02%

NEXT Financial Group, Inc

13.38K

Dec 31, 21

+6.63K

0.00%

Investors Financial Group, LLC

6.94K

Dec 31, 21

-1.73K

0.00%

REILLY FINANCIAL ADVISORS, LLC

160

Dec 31, 21

+160

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

218.10K

Sep 30, 21

-13.74K

0.06%

Cardan Capital Partners, LLC

11.39K

Sep 30, 21

-17.97K

0.00%

FormulaFolio Investments, LLC

57.85K

Jun 30, 21

-2.18K

0.02%

Financial Consulate Inc.

24.59K

Jun 30, 21

+24.59K

0.01%

Lucia Wealth Services, LLC

150.56K

Sep 30, 20

+2.74K

0.04%

First Allied Advisory Services, Inc.

11.30K

Sep 30, 20

-76.16K

0.00%

LifePlan Financial Group, Inc

9.38K

Sep 30, 20

-705

0.00%

Global Financial Private Capital, Inc

462.37K

Jun 30, 20

+462.37K

0.13%

IBERIABANK CORP

202.28K

Jun 30, 20

-4.93K

0.06%

Advisor Group, Inc.

30.97K

Dec 31, 19

-3.87K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

26.33K

Dec 31, 19

+1.03K

0.01%

SUNTRUST BANKS INC

Sep 30, 19

-5.04K

THOMASPARTNERS, INC.

3.86M

Mar 31, 18

+474.26K

1.07%

Hefty Wealth Partners

Mar 31, 18

+26

0.00%

Virtu KCG Holdings LLC

7.00K

Jun 30, 17

-16.10K

0.00%

iAB Financial Bank

5.38K

Jun 30, 17

-200

0.00%

MSI Financial Services Inc

1.23K

Dec 31, 16

-1.03K

0.00%

FIRSTMERIT BANK N A TRUSTEE

10.44K

Jun 30, 16

0.00%

Gupta Wealth Management LLC

367

Mar 31, 16

+367

0.00%

MANAGED ACCOUNT ADVISORS LLC

575.37K

Jun 30, 15

+51.79K

0.16%

UBS AG

18.80K

Sep 30, 14

-923

0.01%

First Allied Securities, Inc.

3.68K

Jun 30, 12

0.00%