State Street SPDR Portfolio S&P 500 Growth ETF(SPYG)

$120.65—

Chart

State Street SPDR Portfolio S&P 500 Growth ETF(SPYG)

NYSE

$120.65—

Chart Studio

SPYG(SPYG)

SPYG

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

Institutional Ownership

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

40.63M

Jun 30, 26

+801.89K

9.12%

Financial Engines Advisors L.L.C.

16.36M

Jun 30, 26

-1.05M

3.67%

GOLDMAN SACHS GROUP INC

15.92M

Jun 30, 26

+896.24K

3.57%

AMERIPRISE FINANCIAL INC

10.80M

Jun 30, 26

+549.13K

2.42%

Allworth Financial LP

10.55M

Jun 30, 26

-1.86M

2.37%

BANK OF AMERICA CORP /DE/

10.39M

Jun 30, 26

+7.26M

2.33%

MORGAN STANLEY

9.57M

Jun 30, 26

+25.76K

2.15%

ENVESTNET ASSET MANAGEMENT INC

9.49M

Jun 30, 26

+903.77K

2.13%

JPMORGAN CHASE & CO

5.59M

Jun 30, 26

-90.42K

1.25%

Horizon Investments, LLC

5.55M

Jun 30, 26

-836.21K

1.25%

Valmark Advisers, Inc.

4.74M

Jun 30, 26

-146.14K

1.06%

Equitable Holdings, Inc.

4.53M

Jun 30, 26

-136.21K

1.02%

RAYMOND JAMES FINANCIAL INC

4.33M

Jun 30, 26

+172.29K

0.97%

VANTAGEPOINT INVESTMENT ADVISERS LLC

4.21M

Jun 30, 26

-48.45K

0.95%

Dynasty Wealth Management, LLC

3.81M

Jun 30, 26

-5.01K

0.86%

Quotient Wealth Partners, LLC

3.67M

Jun 30, 26

-14.71K

0.82%

UBS Group AG

3.59M

Jun 30, 26

-139.57K

0.81%

ROYAL BANK OF CANADA

3.45M

Jun 30, 26

+666.56K

0.77%

Orgel Wealth Management, LLC

3.40M

Jun 30, 26

-30.71K

0.76%

WELLS FARGO & COMPANY/MN

3.32M

Jun 30, 26

+133.32K

0.74%

Cetera Investment Advisers

3.26M

Jun 30, 26

+185.93K

0.73%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

3.16M

Jun 30, 26

+3.16M

0.71%

Savant Capital, LLC

2.99M

Jun 30, 26

+1.49M

0.67%

AE Wealth Management LLC

2.97M

Jun 30, 26

-99.14K

0.67%

Kestra Investment Management, LLC

2.92M

Jun 30, 26

-658.97K

0.66%

Advisory Alpha, LLC

2.89M

Jun 30, 26

-62.00K

0.65%

Willis Johnson & Associates, Inc.

2.81M

Jun 30, 26

+26.75K

0.63%

Private Advisor Group, LLC

2.62M

Jun 30, 26

+429.12K

0.59%

TRUIST FINANCIAL CORP

2.61M

Jun 30, 26

+37.25K

0.59%

ADVISOR GROUP HOLDINGS, INC.

2.59M

Jun 30, 26

+266.50K

0.58%

HighTower Advisors, LLC

2.46M

Jun 30, 26

+36.10K

0.55%

HB Wealth Management, LLC

2.45M

Jun 30, 26

-321.69K

0.55%

NorthRock Partners, LLC

2.33M

Jun 30, 26

+132.11K

0.52%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.30M

Jun 30, 26

+905.98K

0.52%

Connecticut Wealth Management, LLC

2.17M

Jun 30, 26

+58.00K

0.49%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.14M

Jun 30, 26

+334.59K

0.48%

SCS Capital Management LLC

1.93M

Jun 30, 26

-5.73K

0.43%

FMR LLC

1.81M

Jun 30, 26

-35.69K

0.41%

Gerber Kawasaki Wealth & Investment Management

1.79M

Jun 30, 26

+67.52K

0.40%

STIFEL FINANCIAL CORP

1.78M

Jun 30, 26

-10.68K

0.40%

DIVERSIFY WEALTH MANAGEMENT, LLC

1.77M

Jun 30, 26

+99.42K

0.40%

Diversify Advisory Services, LLC

1.77M

Jun 30, 26

+1.77M

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

1.74M

Jun 30, 26

+224.56K

0.39%

JONES FINANCIAL COMPANIES LLLP

1.57M

Jun 30, 26

+643.59K

0.35%

Integrated Wealth Concepts LLC

1.57M

Jun 30, 26

+491.73K

0.35%

Focused Wealth Management, Inc

1.53M

Jun 30, 26

+28.95K

0.34%

CoreCap Advisors, LLC

1.49M

Jun 30, 26

+50.39K

0.33%

OLD NATIONAL BANCORP /IN/

1.43M

Jun 30, 26

-24.75K

0.32%

Octavia Wealth Advisors, LLC

1.40M

Jun 30, 26

+12.28K

0.31%

AlphaStar Capital Management, LLC

1.35M

Jun 30, 26

+140.46K

0.30%

MML INVESTORS SERVICES, LLC

1.33M

Jun 30, 26

+213.78K

0.30%

BENJAMIN EDWARDS INC

1.32M

Jun 30, 26

-55.18K

0.30%

Syntegra Private Wealth Group, LLC

1.31M

Jun 30, 26

-16.24K

0.29%

PRUDENTIAL FINANCIAL INC

1.27M

Jun 30, 26

+65.94K

0.28%

EXCHANGE TRADED CONCEPTS, LLC

1.22M

Jun 30, 26

+168.79K

0.27%

FIRST NATIONAL TRUST CO

1.16M

Jun 30, 26

-15.25K

0.26%

FLAGSHIP HARBOR ADVISORS, LLC

1.13M

Jun 30, 26

-167.47K

0.25%

FOUNDERS FINANCIAL SECURITIES LLC

1.06M

Jun 30, 26

+14.64K

0.24%

Waverly Advisors, LLC

983.34K

Jun 30, 26

-6.58K

0.22%

Cannon Financial Strategists, Inc.

914.23K

Jun 30, 26

+30.73K

0.21%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

911.96K

Jun 30, 26

-62.74K

0.20%

Black Swift Group, LLC

869.33K

Jun 30, 26

+1.27K

0.20%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

857.50K

Jun 30, 26

-56.40K

0.19%

Kestra Advisory Services, LLC

854.45K

Jun 30, 26

-6.58K

0.19%

Mariner, LLC

836.24K

Jun 30, 26

-529.34K

0.19%

Convergence Financial, LLC

817.67K

Jun 30, 26

+318.24K

0.18%

Creative Planning

807.40K

Jun 30, 26

+79.70K

0.18%

KWB Wealth

798.37K

Jun 30, 26

-108.50K

0.18%

NICOLET BANKSHARES INC

794.99K

Jun 30, 26

-9.60K

0.18%

Ameritas Advisory Services, LLC

765.95K

Jun 30, 26

+337.62K

0.17%

IHT Wealth Management, LLC

765.74K

Jun 30, 26

+113.62K

0.17%

CI Private Wealth, LLC

760.72K

Jun 30, 26

-96.11K

0.17%

Cambridge Investment Research Advisors, Inc.

740.83K

Jun 30, 26

-330.62K

0.17%

Dakota Wealth Management

733.89K

Jun 30, 26

+167.07K

0.16%

HighPoint Advisor Group LLC

726.18K

Jun 30, 26

+58.53K

0.16%

Janney Montgomery Scott LLC

693.47K

Jun 30, 26

+270.86K

0.16%

Summit Financial, LLC

693.19K

Jun 30, 26

+35.20K

0.16%

SilverOak Wealth Management LLC

681.98K

Jun 30, 26

+44.52K

0.15%

Ackerman Capital Advisors, LLC

670.73K

Jun 30, 26

-92.12K

0.15%

First Command Advisory Services, Inc.

669.04K

Jun 30, 26

-45.20K

0.15%

Klingman & Associates, LLC

646.84K

Jun 30, 26

-7.97K

0.15%

OARSMAN CAPITAL, INC.

631.03K

Jun 30, 26

+88.02K

0.14%

RESTON WEALTH MANAGEMENT LLC

612.21K

Jun 30, 26

-30.74K

0.14%

CANANDAIGUA NATIONAL BANK & TRUST CO

598.20K

Jun 30, 26

+598.20K

0.13%

CONFLUENCE INVESTMENT MANAGEMENT LLC

573.71K

Jun 30, 26

+45.36K

0.13%

Miracle Mile Advisors, LLC

550.47K

Jun 30, 26

-22.59K

0.12%

COURIER CAPITAL LLC

549.20K

Jun 30, 26

+2.75K

0.12%

Merit Financial Group, LLC

536.80K

Jun 30, 26

+6.95K

0.12%

RFG Advisory, LLC

536.48K

Jun 30, 26

+10.98K

0.12%

HSBC HOLDINGS PLC

506.68K

Jun 30, 26

+58.64K

0.11%

Perennial Investment Advisors, LLC

496.05K

Jun 30, 26

-4.50K

0.11%

THRIVENT FINANCIAL FOR LUTHERANS

471.92K

Jun 30, 26

-8.26K

0.11%

CITIZENS FINANCIAL GROUP INC/RI

460.75K

Jun 30, 26

+10.09K

0.10%

CGN Advisors LLC

459.39K

Jun 30, 26

-27.73K

0.10%

TRUEFG, LLC

457.03K

Jun 30, 26

+2.37K

0.10%

Waterloo Capital, L.P.

454.74K

Jun 30, 26

+103.73K

0.10%

Baltimore-Washington Financial Advisors, Inc.

454.38K

Jun 30, 26

+5.75K

0.10%

Rodgers & Associates, LTD

449.62K

Jun 30, 26

-21.17K

0.10%

Keystone Financial Group

442.92K

Jun 30, 26

+60.28K

0.10%

Stratos Wealth Partners, LTD.

442.58K

Jun 30, 26

+62.71K

0.10%

Leicht Financial Planning & Wealth Management, Inc.

429.68K

Jun 30, 26

-75.20K

0.10%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

419.98K

Jun 30, 26

+105.84K

0.09%

KESTRA PRIVATE WEALTH SERVICES, LLC

418.13K

Jun 30, 26

-29.57K

0.09%

Garrett Wealth Advisory Group, LLC

412.06K

Jun 30, 26

+3.84K

0.09%

Bank of New York Mellon Corp

411.90K

Jun 30, 26

-95.68K

0.09%

Redwood Investment Management, LLC

410.14K

Jun 30, 26

+16.38K

0.09%

Kozak & Associates, Inc.

409.31K

Jun 30, 26

+103.40K

0.09%

Shepherd Financial Partners LLC

408.04K

Jun 30, 26

+2.83K

0.09%

Aptus Capital Advisors, LLC

399.15K

Jun 30, 26

+16.96K

0.09%

TLWM

389.07K

Jun 30, 26

+512

0.09%

GREAT VALLEY ADVISOR GROUP, INC.

385.71K

Jun 30, 26

-12.45K

0.09%

NewEdge Advisors, LLC

384.10K

Jun 30, 26

-35.85K

0.09%

Wealthspire Advisors, LLC

380.11K

Jun 30, 26

+277.48K

0.09%

Drake & Associates, LLC

378.47K

Jun 30, 26

+22.90K

0.08%

Destiny Capital Corp/CO

376.35K

Jun 30, 26

-4.76K

0.08%

ERn Financial, LLC

373.60K

Jun 30, 26

+431

0.08%

Western Wealth Management, LLC

370.96K

Jun 30, 26

-21.15K

0.08%

Sunburst Financial Group, LLC

370.32K

Jun 30, 26

+14.84K

0.08%

Investments & Financial Planning, LLC

369.04K

Jun 30, 26

+4.16K

0.08%

Whitcomb & Hess, Inc.

360.53K

Jun 30, 26

+7.98K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

359.82K

Jun 30, 26

-16.73K

0.08%

Gladstone Institutional Advisory LLC

356.59K

Jun 30, 26

+10.43K

0.08%

WALLER FINANCIAL PLANNING GROUP, INC

352.80K

Jun 30, 26

-31.80K

0.08%

Alta Wealth Advisors LLC

350.98K

Jun 30, 26

+1.37K

0.08%

Higgins & Schmidt Wealth Strategies LLC

348.01K

Jun 30, 26

+15.67K

0.08%

NOTTINGHAM ADVISORS, INC.

335.06K

Jun 30, 26

-91.62K

0.08%

VERUS CAPITAL PARTNERS, LLC

332.68K

Jun 30, 26

+3.73K

0.07%

Concurrent Investment Advisors, LLC

332.46K

Jun 30, 26

+8.27K

0.07%

FIFTH THIRD BANCORP

331.82K

Jun 30, 26

+5.64K

0.07%

Mount Yale Investment Advisors, LLC

326.31K

Jun 30, 26

+326.31K

0.07%

RIVERSEDGE ADVISORS, LLC

323.31K

Jun 30, 26

-7.01K

0.07%

Clear Creek Financial Management, LLC

318.10K

Jun 30, 26

-6.94K

0.07%

Leslie Global Wealth, LLC

315.33K

Jun 30, 26

-6.21K

0.07%

TRANSCEND CAPITAL ADVISORS, LLC

305.65K

Jun 30, 26

+3.17K

0.07%

Geneos Wealth Management Inc.

303.23K

Jun 30, 26

+610

0.07%

Compton Financial Group, LLC

299.52K

Jun 30, 26

-354.80K

0.07%

Clark Capital Management Group, Inc.

298.65K

Jun 30, 26

+293.23K

0.07%

Sargent Investment Group, LLC

286.83K

Jun 30, 26

-8.34K

0.06%

BRANDYWINE OAK PRIVATE WEALTH LLC

286.74K

Jun 30, 26

+1.20K

0.06%

Fifth Third Wealth Advisors LLC

283.98K

Jun 30, 26

+8.27K

0.06%

CX Institutional

283.26K

Jun 30, 26

+623

0.06%

Symphony Financial, Ltd. Co.

280.64K

Jun 30, 26

+5.82K

0.06%

Eagle Strategies LLC

279.81K

Jun 30, 26

+925

0.06%

CVFG LLC

278.22K

Jun 30, 26

+8.54K

0.06%

ERTS Wealth Advisors, LLC

272.76K

Jun 30, 26

-14.66K

0.06%

MMA ASSET MANAGEMENT LLC

272.37K

Jun 30, 26

+3.43K

0.06%

Advisors Capital Management, LLC

268.04K

Jun 30, 26

+29.30K

0.06%

Three Cord True Wealth Management, LLC

266.06K

Jun 30, 26

+16.94K

0.06%

BALANCED WEALTH GROUP LLC

262.00K

Jun 30, 26

+1.71K

0.06%

Foguth Wealth Management, LLC.

261.75K

Jun 30, 26

+68.25K

0.06%

BIP Wealth, LLC

261.50K

Jun 30, 26

+20.01K

0.06%

First Heartland Consultants, Inc.

257.65K

Jun 30, 26

+19.59K

0.06%

Buck Wealth Strategies, LLC

255.30K

Jun 30, 26

+6.97K

0.06%

Stonebrook Private Inc.

252.00K

Jun 30, 26

+50.87K

0.06%

CCG WEALTH MANAGEMENT, LLC

249.94K

Jun 30, 26

-1.86K

0.06%

CarsonAllaria Wealth Management, Ltd.

249.54K

Jun 30, 26

+8.44K

0.06%

QUEST INVESTMENT MANAGEMENT LLC

246.42K

Jun 30, 26

-23.63K

0.06%

Graney & King, LLC

246.15K

Jun 30, 26

+150.80K

0.06%

Michael S. Ryan, Inc.

244.05K

Jun 30, 26

+10.46K

0.05%

IFG Advisory, LLC

241.21K

Jun 30, 26

+241.11K

0.05%

Colony Group, LLC

239.30K

Jun 30, 26

+431

0.05%

Stonebridge Financial Group, LLC

238.46K

Jun 30, 26

+20.08K

0.05%

Horizon Wealth Management, LLC

233.30K

Jun 30, 26

-949

0.05%

Portside Wealth Group, LLC

233.13K

Jun 30, 26

+3.24K

0.05%

VICUS CAPITAL

232.36K

Jun 30, 26

-6.89K

0.05%

Buska Wealth Management, LLC

231.09K

Jun 30, 26

-34.04K

0.05%

TWIN FOCUS CAPITAL PARTNERS, LLC

231.02K

Jun 30, 26

+11.63K

0.05%

Choice Wealth Advisors, LLC

230.87K

Jun 30, 26

-4.81K

0.05%

Sage Advisory Services, Ltd.Co.

229.93K

Jun 30, 26

+11.70K

0.05%

Prime Capital Investment Advisors, LLC

228.50K

Jun 30, 26

-6.80K

0.05%

NORTHERN TRUST CORP

228.07K

Jun 30, 26

-2.65K

0.05%

Beutel, Goodman & Co Ltd.

227.13K

Jun 30, 26

-34.53K

0.05%

Modern Wealth Management, LLC

226.35K

Jun 30, 26

+20.89K

0.05%

Capital Analysts, LLC

224.22K

Jun 30, 26

-2.51K

0.05%

JNBA Financial Advisors

224.18K

Jun 30, 26

-7.42K

0.05%

Ciovacco Capital Management LLC

221.95K

Jun 30, 26

+5.80K

0.05%

Rockefeller Capital Management L.P.

220.62K

Jun 30, 26

-266

0.05%

Cornerstone Wealth Management, LLC

219.73K

Jun 30, 26

+27.93K

0.05%

MONETA GROUP INVESTMENT ADVISORS LLC

218.67K

Jun 30, 26

+12.40K

0.05%

Sanibel Captiva Trust Company, Inc.

217.21K

Jun 30, 26

+17.80K

0.05%

Concord Wealth Partners

216.79K

Jun 30, 26

-8.79K

0.05%

Fortitude Financial, LLC

212.89K

Jun 30, 26

-9.34K

0.05%

Mirae Asset Global Investments Co., Ltd.

212.87K

Jun 30, 26

+192.71K

0.05%

Hofer & Associates. Inc

207.31K

Jun 30, 26

-607

0.05%

ABOUND FINANCIAL, LLC

207.31K

Jun 30, 26

-29.61K

0.05%

Annex Advisory Services, LLC

206.82K

Jun 30, 26

-4.67K

0.05%

PFG Private Wealth Management, LLC

206.21K

Jun 30, 26

-35.44K

0.05%

Concord Asset Management, LLC/VA

206.13K

Jun 30, 26

-6.76K

0.05%

Investors Research Corp

205.61K

Jun 30, 26

-2.16K

0.05%

GHP Investment Advisors, Inc.

202.69K

Jun 30, 26

+2.30K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

199.58K

Jun 30, 26

+10.87K

0.04%

WEALTH MANAGEMENT RESOURCES, INC.

198.18K

Jun 30, 26

-15.83K

0.04%

Tower Wealth Partners, Inc.

197.95K

Jun 30, 26

-321

0.04%

CENTAURUS FINANCIAL, INC.

195.37K

Jun 30, 26

+1.49K

0.04%

Harbor Group, Inc.

195.23K

Jun 30, 26

+2.93K

0.04%

Vertex Planning Partners, LLC

193.66K

Jun 30, 26

+28.72K

0.04%

1834 INVESTMENT ADVISORS CO

193.16K

Jun 30, 26

+30.85K

0.04%

Rooted Wealth Advisors, Inc.

190.83K

Jun 30, 26

-1.19K

0.04%

Pinnacle Wealth Planning Services, Inc.

189.93K

Jun 30, 26

-4.48K

0.04%

Optas, LLC

189.06K

Jun 30, 26

+5.58K

0.04%

Boyd Wealth Management, LLC

184.60K

Jun 30, 26

-41.87K

0.04%

HORIZON FINANCIAL SERVICES, LLC

184.13K

Jun 30, 26

-755

0.04%

Collier Financial

182.50K

Jun 30, 26

-21.94K

0.04%

Navalign, LLC

182.17K

Jun 30, 26

-3.53K

0.04%

Systelligence, LLC

177.58K

Jun 30, 26

+177.58K

0.04%

Ensign Peak Advisors, Inc

174.07K

Jun 30, 26

0.04%

Measured Wealth Private Client Group, LLC

173.97K

Jun 30, 26

+124.25K

0.04%

Simplicity Wealth,LLC

173.14K

Jun 30, 26

+147.28K

0.04%

UNIVEST FINANCIAL Corp

172.59K

Jun 30, 26

+13.28K

0.04%

Goodman Advisory Group, LLC

171.26K

Jun 30, 26

+170.41K

0.04%

MONECO Advisors, LLC

169.47K

Jun 30, 26

+65.43K

0.04%

Cerity Partners LLC

169.03K

Jun 30, 26

+20.69K

0.04%

Diligent Investors, LLC

164.91K

Jun 30, 26

-1.40K

0.04%

Financial Gravity Companies, Inc.

164.90K

Jun 30, 26

+164.90K

0.04%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

159.96K

Jun 30, 26

-180.14K

0.04%

Trilogy Capital Inc.

158.42K

Jun 30, 26

+5.60K

0.04%

PECAUT & CO.

155.88K

Jun 30, 26

-361

0.03%

Petix & Botte Co

154.60K

Jun 30, 26

+20.04K

0.03%

Hobart Private Capital, LLC

154.25K

Jun 30, 26

+3.22K

0.03%

M&T BANK CORP

153.13K

Jun 30, 26

+20.05K

0.03%

Able Wealth Management LLC

152.93K

Jun 30, 26

+21.55K

0.03%

CAPTRUST FINANCIAL ADVISORS

149.30K

Jun 30, 26

-8.64K

0.03%

Magnus Financial Group LLC

146.98K

Jun 30, 26

+815

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

146.86K

Jun 30, 26

+9.00K

0.03%

Avestar Capital, LLC

144.83K

Jun 30, 26

+6.17K

0.03%

Bridgewealth Advisory Group, LLC

144.59K

Jun 30, 26

+8.98K

0.03%

Brinker Capital Investments, LLC

144.13K

Jun 30, 26

+124.56K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

143.96K

Jun 30, 26

-1.02K

0.03%

Envestnet Portfolio Solutions, Inc.

143.84K

Jun 30, 26

+10.97K

0.03%

TPG Financial Advisors, LLC

143.80K

Jun 30, 26

+3.53K

0.03%

Affinity Capital Advisors, LLC

142.90K

Jun 30, 26

+394

0.03%

Probity Advisors, Inc.

142.40K

Jun 30, 26

-5.84K

0.03%

Synergy Investment Management, LLC

142.19K

Jun 30, 26

+15.78K

0.03%

CBM Financial, LLC

141.16K

Jun 30, 26

-1.41K

0.03%

Ascent Group, LLC

140.82K

Jun 30, 26

-219

0.03%

Millington Financial Advisors, LLC

140.48K

Jun 30, 26

-1.15K

0.03%

Sanctuary Advisors, LLC

139.30K

Jun 30, 26

+385

0.03%

EP Wealth Advisors, LLC

137.35K

Jun 30, 26

+84.94K

0.03%

FIFTH THIRD SECURITIES, INC.

135.93K

Jun 30, 26

-764

0.03%

Optimist Retirement Group LLC

135.36K

Jun 30, 26

-648

0.03%

Asset Allocation Strategies LLC

135.19K

Jun 30, 26

+7.26K

0.03%

Wealth Advisors of Iowa, LLC

135.00K

Jun 30, 26

+79.25K

0.03%

POWER WEALTH MANAGEMENT LLC

132.72K

Jun 30, 26

+3.50K

0.03%

Carnegie Capital Asset Management, LLC

132.22K

Jun 30, 26

-857

0.03%

TAGStone Capital, Inc.

131.58K

Jun 30, 26

+1.90K

0.03%

AQR CAPITAL MANAGEMENT LLC

129.62K

Jun 30, 26

+277

0.03%

SILVER OAK SECURITIES, INCORPORATED

127.42K

Jun 30, 26

-778

0.03%

INSPIRION WEALTH ADVISORS, LLC

124.15K

Jun 30, 26

-43.26K

0.03%

Wealthcare Advisory Partners LLC

120.85K

Jun 30, 26

-1.60K

0.03%

Lido Advisors, LLC

119.66K

Jun 30, 26

-18.21K

0.03%

GenWealth Group, Inc.

118.36K

Jun 30, 26

-444

0.03%

SRS Capital Advisors, Inc.

118.19K

Jun 30, 26

+112.32K

0.03%

BCS Wealth Management

117.67K

Jun 30, 26

-947

0.03%

Sage Financial Management Group, Inc.

116.09K

Jun 30, 26

-1.30K

0.03%

Tranquilli Financial Advisor LLC

114.92K

Jun 30, 26

+2.21K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

114.78K

Jun 30, 26

+11.51K

0.03%

CRUX WEALTH ADVISORS

113.32K

Jun 30, 26

+4.69K

0.03%

BAKER TILLY WEALTH MANAGEMENT, LLC

112.77K

Jun 30, 26

+66.46K

0.03%

Quantinno Capital Management LP

112.56K

Jun 30, 26

+17.91K

0.03%

IAG Wealth Partners, LLC

111.98K

Jun 30, 26

+1.65K

0.03%

LexAurum Advisors, LLC

111.91K

Jun 30, 26

+11.35K

0.03%

HARBOUR INVESTMENTS, INC.

111.33K

Jun 30, 26

+3.76K

0.02%

Centennial Wealth Advisory LLC

110.87K

Jun 30, 26

-2.40K

0.02%

Guardian Wealth Advisors, LLC

110.32K

Jun 30, 26

-2.69K

0.02%

SigFig Wealth Management, LLC

110.26K

Jun 30, 26

+43.63K

0.02%

Baird Financial Group, Inc.

105.91K

Jun 30, 26

-6.50K

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

104.45K

Jun 30, 26

+100.26K

0.02%

Sanchez Wealth Management Group

103.82K

Jun 30, 26

-994

0.02%

Sequent Asset Management, LLC

103.75K

Jun 30, 26

-2.10K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

101.97K

Jun 30, 26

+10.77K

0.02%

New England Capital Financial Advisors LLC

101.46K

Jun 30, 26

-3.98K

0.02%

Elite Financial, Inc.

101.22K

Jun 30, 26

-2.52K

0.02%

PRINCIPAL SECURITIES, INC.

100.95K

Jun 30, 26

+78.92K

0.02%

Altman Advisors, Inc.

100.70K

Jun 30, 26

+16.11K

0.02%

Melone Private Wealth, LLC

100.27K

Jun 30, 26

-2.12K

0.02%

Oxinas Partners Wealth Management LLC

99.97K

Jun 30, 26

-140

0.02%

Cobblestone Asset Management LLC

99.44K

Jun 30, 26

-8.25K

0.02%

McMill Wealth Management

98.75K

Jun 30, 26

0.02%

NewSquare Capital LLC

98.59K

Jun 30, 26

-960

0.02%

Independent Wealth Network Inc.

97.61K

Jun 30, 26

-1.20K

0.02%

ALLIANCEBERNSTEIN L.P.

97.32K

Jun 30, 26

0.02%

Tidemark, LLC

95.61K

Jun 30, 26

-3.89K

0.02%

United Advisor Group, LLC

94.31K

Jun 30, 26

+2.60K

0.02%

Fortis Group Advisors, LLC

94.09K

Jun 30, 26

-1.15K

0.02%

Global Retirement Partners, LLC

93.36K

Jun 30, 26

+93.36K

0.02%

TSFG, LLC

92.51K

Jun 30, 26

+21.25K

0.02%

DecisionMap Wealth Management, LLC

92.02K

Jun 30, 26

+2.53K

0.02%

LifePlan Financial, LLC

90.59K

Jun 30, 26

-2.74K

0.02%

ArborFi Advisors, LLC

90.45K

Jun 30, 26

-1.49K

0.02%

Beacon Pointe Advisors, LLC

89.81K

Jun 30, 26

+449

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

89.68K

Jun 30, 26

+4.86K

0.02%

Breakwater Capital Group

89.55K

Jun 30, 26

+459

0.02%

Apollon Financial, LLC

89.54K

Jun 30, 26

-9.83K

0.02%

Intergy Private Wealth, LLC

89.52K

Jun 30, 26

-677

0.02%

WRAPMANAGER INC

89.32K

Jun 30, 26

+1.33K

0.02%

Compass Financial Group, Inc.

88.83K

Jun 30, 26

-3.42K

0.02%

Quent Capital, LLC

88.10K

Jun 30, 26

-564

0.02%

Prepared Retirement Institute LLC

88.03K

Jun 30, 26

-1.08K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

87.97K

Jun 30, 26

+11.27K

0.02%

TOBIAS FINANCIAL ADVISORS, INC.

87.77K

Jun 30, 26

+3.42K

0.02%

FDx Advisors, Inc.

87.36K

Jun 30, 26

+12.07K

0.02%

Founders Capital Management

87.11K

Jun 30, 26

+455

0.02%

Beacon Bridge Wealth Partners, LLC

86.06K

Jun 30, 26

-269

0.02%

1ST SOURCE BANK

85.26K

Jun 30, 26

-2.39K

0.02%

Vestmark Advisory Solutions, Inc.

84.78K

Jun 30, 26

+84.78K

0.02%

Financial Council Asset Management Inc

84.10K

Jun 30, 26

-1.26K

0.02%

DAGCO, INC.

84.08K

Jun 30, 26

+4.86K

0.02%

Relyea Zuckerberg Hanson LLC

83.86K

Jun 30, 26

-954

0.02%

Goldstone Financial Group, LLC

83.72K

Jun 30, 26

-4.26K

0.02%

Ethos Financial Group, LLC

82.26K

Jun 30, 26

+82.26K

0.02%

Venture Visionary Partners LLC

81.18K

Jun 30, 26

-1.63K

0.02%

Meridian Wealth Management, LLC

80.25K

Jun 30, 26

-2.43K

0.02%

MEMBERS WEALTH LLC

79.90K

Jun 30, 26

-8.82K

0.02%

PRIVATE TRUST CO NA

78.48K

Jun 30, 26

-2.19K

0.02%

Mutual Advisors, LLC

77.94K

Jun 30, 26

+1.80K

0.02%

Occidental Asset Management, LLC

77.73K

Jun 30, 26

+671

0.02%

TWO SIGMA INVESTMENTS, LP

77.70K

Jun 30, 26

-305.70K

0.02%

Marion Wealth Management

76.22K

Jun 30, 26

-46

0.02%

Key FInancial Inc

75.51K

Jun 30, 26

-7.05K

0.02%

Glen Eagle Advisors, LLC

75.04K

Jun 30, 26

+1.08K

0.02%

Wellspring Financial Advisors, LLC

74.97K

Jun 30, 26

-2.14K

0.02%

Dogwood Wealth Management LLC

74.84K

Jun 30, 26

+4.18K

0.02%

Salomon & Ludwin, LLC

74.84K

Jun 30, 26

-3.96K

0.02%

MONEY CONCEPTS CAPITAL CORP

73.97K

Jun 30, 26

+29.73K

0.02%

City Center Advisors, LLC

73.68K

Jun 30, 26

-854

0.02%

J.W. COLE ADVISORS, INC.

73.47K

Jun 30, 26

+10.95K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

73.28K

Jun 30, 26

-2.57K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

73.13K

Jun 30, 26

+20.40K

0.02%

Atria Investments, Inc

72.76K

Jun 30, 26

+2.33K

0.02%

Brookstone Capital Management

72.33K

Jun 30, 26

-58.59K

0.02%

Strategic Blueprint, LLC

72.24K

Jun 30, 26

+14.86K

0.02%

Gateway Wealth Partners, LLC

71.78K

Jun 30, 26

-60.59K

0.02%

Collaborative Wealth Managment Inc.

71.77K

Jun 30, 26

+7.98K

0.02%

Farther Finance Advisors, LLC

71.70K

Jun 30, 26

+4.83K

0.02%

Arete Wealth Advisors, LLC

71.07K

Jun 30, 26

-398

0.02%

Buttonwood Financial Group, LLC

71.06K

Jun 30, 26

+15.15K

0.02%

Systematic Alpha Investments, LLC

70.00K

Jun 30, 26

0.02%

YHB Investment Advisors, Inc.

69.84K

Jun 30, 26

+24.38K

0.02%

Auour Investments LLC

69.53K

Jun 30, 26

-1.27K

0.02%

Hilltop Partners LLC

69.49K

Jun 30, 26

-76.21K

0.02%

CreativeOne Wealth, LLC

69.29K

Jun 30, 26

-21.02K

0.02%

One Day In July LLC

68.97K

Jun 30, 26

-704

0.02%

PSI Advisors, LLC

68.79K

Jun 30, 26

-2.71K

0.02%

HANCOCK WHITNEY CORP

68.54K

Jun 30, 26

-337

0.02%

OPPENHEIMER & CO INC

68.39K

Jun 30, 26

+173

0.02%

Montz Harcus Wealth Management LLC

66.94K

Jun 30, 26

+60.89K

0.02%

Patriot Financial Group Insurance Agency, LLC

66.41K

Jun 30, 26

-68.85K

0.01%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

65.65K

Jun 30, 26

-758

0.01%

EVERPAR ADVISORS LLC

64.89K

Jun 30, 26

+19.13K

0.01%

Hoxton Planning & Management, LLC

62.54K

Jun 30, 26

-5.94K

0.01%

Continuum Advisory, LLC

61.99K

Jun 30, 26

+8.09K

0.01%

DENVER WEALTH MANAGEMENT, INC.

61.21K

Jun 30, 26

-3.77K

0.01%

SNS Financial Group, LLC

61.20K

Jun 30, 26

+61.20K

0.01%

Stone Point Wealth LLC

61.19K

Jun 30, 26

+3.44K

0.01%

One Capital Management, LLC

61.09K

Jun 30, 26

0.01%

RETIREMENT FINANCIAL SOLUTIONS, LLC

60.80K

Jun 30, 26

+3.40K

0.01%

Braun-Bostich & Associates Inc.

59.93K

Jun 30, 26

-2.71K

0.01%

Smartleaf Asset Management LLC

59.81K

Jun 30, 26

0.01%

Sightline Wealth Advisors, LLC

59.20K

Jun 30, 26

+3.43K

0.01%

Savvy Advisors, Inc.

58.90K

Jun 30, 26

+11.49K

0.01%

PRAIRIEVIEW WEALTH PARTNERS, LLC

58.74K

Jun 30, 26

-5.65K

0.01%

Advisor OS, LLC

58.09K

Jun 30, 26

+28.39K

0.01%

PARK AVENUE SECURITIES LLC

57.95K

Jun 30, 26

+22.59K

0.01%

MGO ONE SEVEN LLC

57.31K

Jun 30, 26

+1.23K

0.01%

ASSETMARK, INC

57.03K

Jun 30, 26

+38.37K

0.01%

Dynamic Wealth Strategies, LLC

56.63K

Jun 30, 26

+3.21K

0.01%

Steward Partners Investment Advisory, LLC

56.50K

Jun 30, 26

+2.02K

0.01%

Oak Harvest Investment Services

56.44K

Jun 30, 26

-2.83K

0.01%

Arkadios Wealth Advisors

56.43K

Jun 30, 26

-3.63K

0.01%

Stratos Wealth Advisors, LLC

56.16K

Jun 30, 26

-25.31K

0.01%

WCG Wealth Advisors LLC

55.70K

Jun 30, 26

-3.85K

0.01%

Nvest Financial, LLC

55.67K

Jun 30, 26

+3.64K

0.01%

Compass Financial Services Inc

55.48K

Jun 30, 26

+1.69K

0.01%

Farmers & Merchants Trust Co of Chambersburg PA

55.48K

Jun 30, 26

+3.76K

0.01%

Ambassador Advisors, LLC

55.39K

Jun 30, 26

+1.15K

0.01%

Inman Jager Wealth Management, LLC

55.24K

Jun 30, 26

+658

0.01%

AMERICAN FINANCIAL & TAX STRATEGIES INC

54.69K

Jun 30, 26

-4.48K

0.01%

Jump Financial, LLC

53.97K

Jun 30, 26

+53.97K

0.01%

HAMILTON CAPITAL PARTNERS, LLC

53.88K

Jun 30, 26

-19.08K

0.01%

Gotham Asset Management, LLC

52.30K

Jun 30, 26

0.01%

Asset Management Group, Inc.

51.29K

Jun 30, 26

-1.65K

0.01%

BlackRock, Inc.

50.59K

Jun 30, 26

+14.97K

0.01%

REGIONS FINANCIAL CORP

50.53K

Jun 30, 26

+734

0.01%

IFP Advisors, Inc

50.39K

Jun 30, 26

+636

0.01%

RED CRANE WEALTH MANAGEMENT, LLC

50.39K

Jun 30, 26

+593

0.01%

Pensionmark Financial Group, LLC

49.72K

Jun 30, 26

+10.51K

0.01%

QRG CAPITAL MANAGEMENT, INC.

49.48K

Jun 30, 26

+46.33K

0.01%

McNaughton Wealth Management, LLC

49.20K

Jun 30, 26

+1.21K

0.01%

IMA Wealth, Inc.

49.18K

Jun 30, 26

+14.63K

0.01%

WealthPlan Investment Management, LLC

49.17K

Jun 30, 26

-9.46K

0.01%

JDM Financial Group LLC

48.16K

Jun 30, 26

+1.97K

0.01%

Uptown Financial Advisors LLC

47.80K

Jun 30, 26

-61

0.01%

TOWNSQUARE CAPITAL LLC

47.21K

Jun 30, 26

+62

0.01%

BURNEY CO/

46.95K

Jun 30, 26

-876

0.01%

Cannon Wealth Management Services, LLC

46.19K

Jun 30, 26

+1.15K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

45.56K

Jun 30, 26

-3.25K

0.01%

Opal Wealth Advisors, LLC

45.38K

Jun 30, 26

+873

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

45.10K

Jun 30, 26

-616

0.01%

American Trust

45.06K

Jun 30, 26

-141

0.01%

BURKE & HERBERT BANK & TRUST CO

44.57K

Jun 30, 26

+1.12K

0.01%

Private Wealth Group, LLC

44.55K

Jun 30, 26

-1.02K

0.01%

QUADRANT CAPITAL GROUP LLC

44.53K

Jun 30, 26

0.01%

RDA Financial Network

44.23K

Jun 30, 26

+1.02K

0.01%

PAX Financial Group, LLC

44.05K

Jun 30, 26

+7.86K

0.01%

NORDEN GROUP LLC

44.04K

Jun 30, 26

+886

0.01%

GoalVest Advisory LLC

43.72K

Jun 30, 26

-3.84K

0.01%

FRANKLIN RESOURCES INC

43.70K

Jun 30, 26

0.01%

HILL ISLAND FINANCIAL LLC

43.67K

Jun 30, 26

-781

0.01%

Wealth Watch Advisors, INC

43.66K

Jun 30, 26

+43.66K

0.01%

AGH Wealth Advisors, LLC

43.16K

Jun 30, 26

+1.48K

0.01%

Echo Wealth Management, LLC

43.16K

Jun 30, 26

+946

0.01%

Luken Investment Analytics, LLC

42.98K

Jun 30, 26

-256

0.01%

Advisory Services Network, LLC

42.91K

Jun 30, 26

+402

0.01%

MidAtlantic Capital Management, Inc.

42.89K

Jun 30, 26

-1.69K

0.01%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

42.61K

Jun 30, 26

+42.61K

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

42.49K

Jun 30, 26

+2.21K

0.01%

REGIMEN WEALTH, LLC

42.36K

Jun 30, 26

+14

0.01%

Milestone Asset Management Group, LLC

42.16K

Jun 30, 26

+540

0.01%

USAdvisors Wealth Management, LLC

42.11K

Jun 30, 26

-2.68K

0.01%

Lionshead Wealth Management, LLC

42.07K

Jun 30, 26

-339

0.01%

Koshinski Asset Management, Inc.

41.70K

Jun 30, 26

-1.69K

0.01%

HRT FINANCIAL LP

41.70K

Jun 30, 26

+15.00K

0.01%

Modera Wealth Management, LLC

41.50K

Jun 30, 26

-1.27K

0.01%

WealthTrak Capital Management LLC

41.46K

Jun 30, 26

+22.38K

0.01%

Partners in Financial Planning

41.43K

Jun 30, 26

-1.40K

0.01%

Rollins Financial Advisors, LLC

40.95K

Jun 30, 26

-1.77K

0.01%

Foundations Investment Advisors, LLC

40.75K

Jun 30, 26

-3.50K

0.01%

Freestone Capital Holdings, LLC

40.64K

Jun 30, 26

+4.75K

0.01%

Darwin Wealth Management, LLC

40.53K

Jun 30, 26

+822

0.01%

VICTORY FINANCIAL GROUP, LLC

40.46K

Jun 30, 26

+2.92K

0.01%

MOTIVE WEALTH ADVISORS

39.92K

Jun 30, 26

-1.24K

0.01%

GREENWOOD GEARHART INC

39.68K

Jun 30, 26

-519

0.01%

RAINIER FAMILY WEALTH INC

39.15K

Jun 30, 26

-17.98K

0.01%

Chicago Partners Investment Group LLC

38.45K

Jun 30, 26

+1.80K

0.01%

PCG Wealth Advisors, LLC

37.74K

Jun 30, 26

+18.37K

0.01%

D. E. Shaw & Co., Inc.

37.61K

Jun 30, 26

+37.61K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

36.82K

Jun 30, 26

-127

0.01%

Visionary Wealth Advisors

36.73K

Jun 30, 26

+1.90K

0.01%

XY Planning Network, Inc.

36.56K

Jun 30, 26

+2.31K

0.01%

FCG Investment Co

36.49K

Jun 30, 26

-1.93K

0.01%

MPWM ADVISORY SOLUTIONS, LLC

36.43K

Jun 30, 26

-1.94K

0.01%

Scarborough Advisors, LLC

36.04K

Jun 30, 26

-95.98K

0.01%

Yukon Wealth Management, Inc.

35.68K

Jun 30, 26

+7.75K

0.01%

COLTON GROOME FINANCIAL ADVISORS, LLC

35.66K

Jun 30, 26

-1.22K

0.01%

Boulder Wealth Advisors, LLC

34.84K

Jun 30, 26

+1.50K

0.01%

BLAIR WILLIAM & CO/IL

34.64K

Jun 30, 26

-2.10K

0.01%

Betterment LLC

34.54K

Jun 30, 26

-8.55K

0.01%

Ausdal Financial Partners, Inc.

34.31K

Jun 30, 26

+3.60K

0.01%

Winthrop Advisory Group LLC

34.29K

Jun 30, 26

-396

0.01%

Valeo Financial Advisors, LLC

34.21K

Jun 30, 26

-13

0.01%

N.E.W. Advisory Services LLC

34.21K

Jun 30, 26

-61

0.01%

Sequoia Financial Advisors, LLC

34.11K

Jun 30, 26

-1.36K

0.01%

Investor's Fiduciary Advisor Network, LLC

34.07K

Jun 30, 26

-2.29K

0.01%

MISSION WEALTH MANAGEMENT, LP

33.95K

Jun 30, 26

-3.40K

0.01%

MBM Wealth Consultants, LLC

33.94K

Jun 30, 26

-2.83K

0.01%

Larson Financial Group LLC

33.83K

Jun 30, 26

+1.36K

0.01%

SkyOak Wealth, LLC

33.49K

Jun 30, 26

+910

0.01%

RETIREMENT INCOME SOLUTIONS, INC

33.42K

Jun 30, 26

-384

0.01%

Financial Network Wealth Advisors LLC

33.34K

Jun 30, 26

+1.08K

0.01%

Towerpoint Wealth, LLC

33.23K

Jun 30, 26

-301

0.01%

US BANCORP \DE\

33.08K

Jun 30, 26

-3.08K

0.01%

LBMC INVESTMENT ADVISORS, LLC

33.05K

Jun 30, 26

+25

0.01%

NOMURA ASSET MANAGEMENT CO LTD

33.00K

Jun 30, 26

+33.00K

0.01%

Golden State Wealth Management, LLC

32.88K

Jun 30, 26

-14.14K

0.01%

Penserra Capital Management LLC

32.72K

Jun 30, 26

+32.72K

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

32.59K

Jun 30, 26

+20.19K

0.01%

Coppell Advisory Solutions LLC

32.55K

Jun 30, 26

+32.55K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

32.31K

Jun 30, 26

-8.15K

0.01%

Sumitomo Mitsui DS Asset Management Company, Ltd

32.20K

Jun 30, 26

+16.18K

0.01%

Elevation Capital Advisory, LLC

31.91K

Jun 30, 26

-30.81K

0.01%

Marietta Wealth Management, LLC

31.89K

Jun 30, 26

0.01%

ATTICUS WEALTH MANAGEMENT, LLC

31.87K

Jun 30, 26

-501

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

31.56K

Jun 30, 26

-3.13K

0.01%

RKL Wealth Management LLC

31.53K

Jun 30, 26

-1.33K

0.01%

MBL Wealth, LLC

31.52K

Jun 30, 26

-7.87K

0.01%

WIN ADVISORS, INC

31.38K

Jun 30, 26

+31.38K

0.01%

CITIGROUP INC

31.28K

Jun 30, 26

+17.99K

0.01%

Sentinus, LLC

31.21K

Jun 30, 26

-4.10K

0.01%

Belpointe Asset Management LLC

31.15K

Jun 30, 26

+6.04K

0.01%

WealthPLAN Partners, LLC

30.83K

Jun 30, 26

-8.19K

0.01%

NATIXIS ADVISORS, L.P.

30.80K

Jun 30, 26

+228

0.01%

Ritter Daniher Financial Advisory LLC / DE

30.78K

Jun 30, 26

-74

0.01%

Shum Financial Group, Inc.

30.59K

Jun 30, 26

+1.24K

0.01%

Keudell/Morrison Wealth Management

30.50K

Jun 30, 26

+475

0.01%

Sixth Street Partners Management Company, L.P.

30.30K

Jun 30, 26

+30.30K

0.01%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

30.30K

Jun 30, 26

+2.81K

0.01%

CAMDEN NATIONAL BANK

30.05K

Jun 30, 26

+3.37K

0.01%

Kuhn & Co Investment Counsel

29.79K

Jun 30, 26

-886

0.01%

StoneCrest Wealth Management, Inc.

29.73K

Jun 30, 26

+29.73K

0.01%

Inspire Advisors, LLC

28.90K

Jun 30, 26

-9.68K

0.01%

Pinnacle Wealth Management, LLC

28.76K

Jun 30, 26

-2.50K

0.01%

Onyx Bridge Wealth Group LLC

28.62K

Jun 30, 26

-1.42K

0.01%

Turtle Creek Wealth Advisors, LLC

28.56K

Jun 30, 26

0.01%

Caprock Group, LLC

28.55K

Jun 30, 26

+77

0.01%

Wrenne Financial Planning LLC

28.41K

Jun 30, 26

-13

0.01%

Global Strategic Investment Solutions, LLC

28.35K

Jun 30, 26

+34

0.01%

VisionPoint Advisory Group, LLC

28.23K

Jun 30, 26

-4.46K

0.01%

Independent Advisor Alliance

28.00K

Jun 30, 26

-1.81M

0.01%

Integrity Wealth Solutions LLC

27.97K

Jun 30, 26

+947

0.01%

Summit Investment Advisory Services, LLC

27.94K

Jun 30, 26

-1.81K

0.01%

Wilkins Miller Wealth Management, LLC

27.58K

Jun 30, 26

+14

0.01%

NBC SECURITIES, INC.

27.49K

Jun 30, 26

+4.06K

0.01%

Diversified Trust Co

26.82K

Jun 30, 26

+735

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

26.79K

Jun 30, 26

+1.32K

0.01%

LOWERY THOMAS, LLC

26.70K

Jun 30, 26

-1.29K

0.01%

Coastal Bridge Advisors, LLC

25.87K

Jun 30, 26

-1.78K

0.01%

GTS SECURITIES LLC

25.87K

Jun 30, 26

-59.67K

0.01%

Rede Wealth, LLC

25.85K

Jun 30, 26

-788

0.01%

STEVENS CAPITAL PARTNERS

25.80K

Jun 30, 26

-991

0.01%

MAI Capital Management

25.72K

Jun 30, 26

+521

0.01%

Confluence Wealth Services, Inc.

25.62K

Jun 30, 26

+14.57K

0.01%

COMMERCE BANK

25.60K

Jun 30, 26

-345

0.01%

HUNTINGTON NATIONAL BANK

25.60K

Jun 30, 26

-4.83K

0.01%

Global Assets Advisory, LLC

25.04K

Jun 30, 26

+19.17K

0.01%

Cooper Financial Group

25.02K

Jun 30, 26

-13.28K

0.01%

Idaho Trust Bank

24.85K

Jun 30, 26

-5.44K

0.01%

Brookwood Investment Group LLC

24.73K

Jun 30, 26

+157

0.01%

COZAD ASSET MANAGEMENT INC

24.53K

Jun 30, 26

+6.58K

0.01%

Curran Financial Partners, LLC

24.00K

Jun 30, 26

+169

0.01%

Iowa State Bank

23.88K

Jun 30, 26

+70

0.01%

WealthShield Partners, LLC

23.61K

Jun 30, 26

-13.94K

0.01%

B. Riley Wealth Advisors, Inc.

23.46K

Jun 30, 26

+20.13K

0.01%

Triton Wealth Management, PLLC

23.23K

Jun 30, 26

-2.62K

0.01%

Tower Research Capital LLC (TRC)

23.18K

Jun 30, 26

+23.18K

0.01%

Eqis Capital Management, Inc.

22.91K

Jun 30, 26

-2.80K

0.01%

Empowered Funds, LLC

22.86K

Jun 30, 26

+2.34K

0.01%

Nuveen, LLC

22.57K

Jun 30, 26

+22.57K

0.01%

Intrua Financial, LLC

22.54K

Jun 30, 26

+1.97K

0.01%

VANCE WEALTH, INC.

22.37K

Jun 30, 26

-124

0.01%

Regal Investment Advisors LLC

22.31K

Jun 30, 26

+3.54K

0.01%

Aspetuck Financial Management LLC

22.23K

Jun 30, 26

-1.40K

0.00%

Financial Futures Ltd Liability Co.

22.16K

Jun 30, 26

-69

0.00%

MITCHELL SINKLER & STARR/PA

22.04K

Jun 30, 26

-225

0.00%

Cresset Asset Management, LLC

22.01K

Jun 30, 26

+3.32K

0.00%

Signal Advisors Wealth, LLC

21.99K

Jun 30, 26

+10.16K

0.00%

MCDONALD PARTNERS LLC

21.89K

Jun 30, 26

-25

0.00%

ALTFEST L J & CO INC

21.73K

Jun 30, 26

+857

0.00%

ESL Trust Services, LLC

21.63K

Jun 30, 26

-650

0.00%

INSIGNEO ADVISORY SERVICES, LLC

21.54K

Jun 30, 26

+14.63K

0.00%

CWA Asset Management Group, LLC

21.31K

Jun 30, 26

-1.63K

0.00%

Apollon Wealth Management, LLC

21.18K

Jun 30, 26

+331

0.00%

Hershey Financial Advisers, LLC

21.05K

Jun 30, 26

+21.05K

0.00%

Voya Financial Advisors, Inc.

21.02K

Jun 30, 26

+3.33K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

20.77K

Jun 30, 26

+259

0.00%

MKT Advisors LLC

20.62K

Jun 30, 26

-1.35K

0.00%

Pathstone Holdings, LLC

20.52K

Jun 30, 26

+581

0.00%

Meridian Financial, LLC

20.34K

Jun 30, 26

-273

0.00%

Wealth Advisors Northwest LLC

20.23K

Jun 30, 26

-623

0.00%

BANK OF MONTREAL /CAN/

20.11K

Jun 30, 26

-3.07K

0.00%

Raab & Moskowitz Asset Management LLC

20.09K

Jun 30, 26

-208

0.00%

McAdam, LLC

19.91K

Jun 30, 26

-620

0.00%

Hutchens & Kramer Investment Management Group, LLC

19.89K

Jun 30, 26

+519

0.00%

Advance Capital Management, Inc.

19.82K

Jun 30, 26

-2.17K

0.00%

WHITE PINE CAPITAL LLC

19.50K

Jun 30, 26

+715

0.00%

Tradition Wealth Management, LLC

19.47K

Jun 30, 26

-4.36K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

19.39K

Jun 30, 26

-12.77K

0.00%

BYRNE FINANCIAL FREEDOM, LLC

19.26K

Jun 30, 26

+87

0.00%

Optivise Advisory Services LLC

18.97K

Jun 30, 26

+1.88K

0.00%

CITADEL ADVISORS LLC

18.83K

Jun 30, 26

+18.83K

0.00%

RIK SAYLOR FINANCIAL, INC.

18.81K

Jun 30, 26

+2.94K

0.00%

Tradewinds Capital Management, LLC

18.69K

Jun 30, 26

-15

0.00%

Ring Mountain Capital, LLC

18.52K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

18.49K

Jun 30, 26

+11.04K

0.00%

Rialto Wealth Management, LLC

18.47K

Jun 30, 26

-36

0.00%

LaSalle St. Investment Advisors, LLC

18.46K

Jun 30, 26

+389

0.00%

HBW Advisory Services LLC

18.46K

Jun 30, 26

+52

0.00%

DRW Securities, LLC

18.33K

Jun 30, 26

+15.96K

0.00%

Three Bridge Wealth Advisors, LLC

18.20K

Jun 30, 26

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

17.84K

Jun 30, 26

+243

0.00%

Vantage Point Financial LLC

17.61K

Jun 30, 26

+3.64K

0.00%

VestGen Advisors, LLC

17.16K

Jun 30, 26

+372

0.00%

SevenBridge Financial Group, LLC

16.97K

Jun 30, 26

+1.83K

0.00%

Beacon Capital Management, LLC

16.69K

Jun 30, 26

+1.92K

0.00%

OneAscent Financial Services LLC

16.57K

Jun 30, 26

-465

0.00%

JERICHO FINANCIAL, LLP

16.56K

Jun 30, 26

+882

0.00%

Joule Financial, LLC

16.54K

Jun 30, 26

+3.03K

0.00%

TRUST CO OF TOLEDO NA /OH/

16.52K

Jun 30, 26

+16.52K

0.00%

Latitude Advisors, LLC

16.46K

Jun 30, 26

-548

0.00%

SFMG, LLC

16.44K

Jun 30, 26

0.00%

Arkfeld Wealth Strategies, L.L.C.

16.41K

Jun 30, 26

+121

0.00%

Ignite Planners, LLC

16.28K

Jun 30, 26

-90

0.00%

Wall Capital Group, Inc.

16.27K

Jun 30, 26

-278

0.00%

Mascagni Wealth Management, Inc.

16.01K

Jun 30, 26

-3.29K

0.00%

Barnes Wealth Management Group, Inc

15.95K

Jun 30, 26

+335

0.00%

Fortis Capital Advisors, LLC

15.95K

Jun 30, 26

+6.72K

0.00%

SAX WEALTH ADVISORS, LLC

15.92K

Jun 30, 26

+13.71K

0.00%

Bill Few Associates, Inc.

15.81K

Jun 30, 26

+2.55K

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

15.70K

Jun 30, 26

+514

0.00%

River Street Advisors LLC

15.67K

Jun 30, 26

+1.98K

0.00%

Toroso Investments, LLC

15.63K

Jun 30, 26

+4.02K

0.00%

TCG Advisory Services, LLC

15.62K

Jun 30, 26

+2.34K

0.00%

FORONJY FINANCIAL LLC

15.51K

Jun 30, 26

+15.51K

0.00%

Lifeworks Advisors, LLC

15.43K

Jun 30, 26

-576

0.00%

Alliance Wealth Advisors, LLC /UT

15.37K

Jun 30, 26

-7.66K

0.00%

PRIVATE CLIENT SERVICES, LLC

15.37K

Jun 30, 26

+1.40K

0.00%

IEQ CAPITAL, LLC

15.37K

Jun 30, 26

+1.93K

0.00%

Resources Investment Advisors, LLC.

15.29K

Jun 30, 26

+1.19K

0.00%

FIDELITY D & D BANCORP INC

15.26K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

15.25K

Jun 30, 26

-504

0.00%

AMJ Financial Wealth Management

15.19K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

15.17K

Jun 30, 26

0.00%

ECLECTIC ASSOCIATES INC /ADV

15.12K

Jun 30, 26

+18

0.00%

FIRST FINANCIAL CORP /IN/

15.03K

Jun 30, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

14.95K

Jun 30, 26

-2.44K

0.00%

Perigon Wealth Management, LLC

14.83K

Jun 30, 26

+23

0.00%

TWO SIGMA SECURITIES, LLC

14.63K

Jun 30, 26

+14.63K

0.00%

Fragasso Group Inc.

14.52K

Jun 30, 26

-1.32K

0.00%

Wealthfront Advisers LLC

14.48K

Jun 30, 26

+3.09K

0.00%

Jackson, Grant Investment Advisers, Inc.

14.22K

Jun 30, 26

+20

0.00%

Grant Private Wealth Management Inc

14.21K

Jun 30, 26

-1.31K

0.00%

Krilogy Financial LLC

14.18K

Jun 30, 26

-295

0.00%

Stonebridge Financial Planning Group, LLC

14.10K

Jun 30, 26

-873

0.00%

Invesco Ltd.

14.09K

Jun 30, 26

-540

0.00%

SECURED RETIREMENT ADVISORS, LLC

13.77K

Jun 30, 26

+4.60K

0.00%

DV Trading LLC

13.70K

Jun 30, 26

+10.20K

0.00%

Fiduciary Alliance LLC

13.66K

Jun 30, 26

-4.32K

0.00%

Strategic Wealth Partners, Ltd.

13.56K

Jun 30, 26

-1.58K

0.00%

Callan Family Office, LLC

13.48K

Jun 30, 26

-3.24K

0.00%

GENTRY PRIVATE WEALTH, LLC

13.29K

Jun 30, 26

-1.43K

0.00%

Thrive Capital Management, LLC

13.10K

Jun 30, 26

-1.55K

0.00%

Tennessee Valley Asset Management Partners

12.78K

Jun 30, 26

+859

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

12.73K

Jun 30, 26

+5.29K

0.00%

SFG Wealth Management, LLC.

12.66K

Jun 30, 26

+1.42K

0.00%

WEDBUSH SECURITIES INC

12.57K

Jun 30, 26

-681

0.00%

BOKF, NA

12.56K

Jun 30, 26

-44.66K

0.00%

Essex Financial Services, Inc.

12.56K

Jun 30, 26

+4.04K

0.00%

MY Wealth Management Inc.

12.46K

Jun 30, 26

-880

0.00%

Wallace Advisory Group, LLC

12.45K

Jun 30, 26

+2.58K

0.00%

Arcadia Wealth Management, LLC

12.45K

Jun 30, 26

+122

0.00%

Pinnacle Family Advisors, LLC

12.31K

Jun 30, 26

+12.31K

0.00%

Sigma Planning Corp

12.29K

Jun 30, 26

+408

0.00%

Sunesis Advisors, LLC

12.22K

Jun 30, 26

0.00%

NewEdge Wealth, LLC

12.21K

Jun 30, 26

+3.83K

0.00%

Vise Technologies, Inc.

12.21K

Jun 30, 26

+4.55K

0.00%

Ayalon Insurance Comp Ltd.

12.12K

Jun 30, 26

0.00%

CV Advisors LLC

12.04K

Jun 30, 26

0.00%

Wells Financial Advisors INC

11.98K

Jun 30, 26

+12

0.00%

CALTON & ASSOCIATES, INC.

11.97K

Jun 30, 26

-943

0.00%

Ellevest, Inc.

11.90K

Jun 30, 26

+4.86K

0.00%

Waldron Private Wealth LLC

11.70K

Jun 30, 26

0.00%

Soltis Investment Advisors LLC

11.69K

Jun 30, 26

-1.37K

0.00%

Tilson Financial Group, Inc.

11.63K

Jun 30, 26

-12

0.00%

Quadcap Wealth Management, LLC

11.60K

Jun 30, 26

-379

0.00%

Interchange Capital Partners, LLC

11.57K

Jun 30, 26

-3.37K

0.00%

PMG Wealth Management, Inc.

11.32K

Jun 30, 26

-50

0.00%

Cerro Pacific Wealth Advisors LLC

11.29K

Jun 30, 26

-2.30K

0.00%

Centerpoint Advisors, LLC

11.28K

Jun 30, 26

-500

0.00%

AdvisorNet Financial, Inc

11.25K

Jun 30, 26

-363

0.00%

Apella Capital, LLC

11.08K

Jun 30, 26

-44

0.00%

Twelve Points Wealth Management LLC

11.01K

Jun 30, 26

-450

0.00%

Bay Capital Advisors, LLC

10.99K

Jun 30, 26

-493

0.00%

Evergreen Wealth Solutions, LLC

10.91K

Jun 30, 26

+737

0.00%

Texas Yale Capital Corp.

10.79K

Jun 30, 26

0.00%

Certified Advisory Corp

10.77K

Jun 30, 26

+91

0.00%

Lantz Financial LLC

10.58K

Jun 30, 26

0.00%

Prospera Financial Services Inc

10.55K

Jun 30, 26

+2.52K

0.00%

GGM Financials LLC

10.38K

Jun 30, 26

-216

0.00%

Venturi Wealth Management, LLC

10.38K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

10.30K

Jun 30, 26

+445

0.00%

BankPlus Trust Department

10.29K

Jun 30, 26

0.00%

POTENTIA WEALTH

10.28K

Jun 30, 26

-127

0.00%

Spire Wealth Management

10.26K

Jun 30, 26

+38

0.00%

DRIVE WEALTH MANAGEMENT, LLC

10.26K

Jun 30, 26

+828

0.00%

Capital Management Associates, Inc

10.23K

Jun 30, 26

+751

0.00%

Sterling Investment Advisors, Ltd.

10.18K

Jun 30, 26

-1.60K

0.00%

Arlington Trust Co LLC

10.17K

Jun 30, 26

0.00%

John W. Brooker & Co., CPAs

10.15K

Jun 30, 26

+583

0.00%

FC Advisory LLC

10.14K

Jun 30, 26

0.00%

Verdence Capital Advisors LLC

10.11K

Jun 30, 26

+271

0.00%

Buckingham Strategic Partners

10.05K

Jun 30, 26

+1.78K

0.00%

Brio Consultants, LLC

10.01K

Jun 30, 26

-293

0.00%

SIGNATUREFD, LLC

9.95K

Jun 30, 26

+371

0.00%

MATHER GROUP, LLC.

9.77K

Jun 30, 26

-332

0.00%

TD Waterhouse Canada Inc.

9.75K

Jun 30, 26

-107.08K

0.00%

D.A. DAVIDSON & CO.

9.73K

Jun 30, 26

+58

0.00%

Retirement Planning Group

9.63K

Jun 30, 26

0.00%

Prosperity Planning, Inc.

9.60K

Jun 30, 26

-99

0.00%

PFG Advisors

9.59K

Jun 30, 26

-1.58K

0.00%

Facet Wealth, Inc.

9.55K

Jun 30, 26

+5.33K

0.00%

Fingerlakes Wealth Management, Inc.

9.53K

Jun 30, 26

-265

0.00%

Laurel Wealth Advisors LLC

9.48K

Jun 30, 26

+59

0.00%

Global Financial Private Client, LLC

9.44K

Jun 30, 26

+1.31K

0.00%

Holistic Planning, LLC

9.39K

Jun 30, 26

-2.37K

0.00%

Bensler, LLC

9.38K

Jun 30, 26

+7.27K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.32K

Jun 30, 26

+116

0.00%

JOHNSON INVESTMENT COUNSEL INC

9.19K

Jun 30, 26

+3.81K

0.00%

Sovereign Financial Group, Inc.

9.16K

Jun 30, 26

-910

0.00%

SEI INVESTMENTS CO

9.10K

Jun 30, 26

-1.79K

0.00%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

9.10K

Jun 30, 26

+25

0.00%

BEARING POINT CAPITAL, LLC

9.09K

Jun 30, 26

+9.09K

0.00%

Summit Trail Advisors, LLC

9.02K

Jun 30, 26

-500

0.00%

Ashton Thomas Private Wealth, LLC

9.00K

Jun 30, 26

+1.91K

0.00%

DAVENPORT & Co LLC

8.97K

Jun 30, 26

+5.80K

0.00%

FIRST NATIONAL BANK OF OMAHA

8.90K

Jun 30, 26

+983

0.00%

Vanguard National Trust Co

8.89K

Jun 30, 26

0.00%

Orin Green Financial, LLC

8.86K

Jun 30, 26

0.00%

FreeGulliver LLC

8.78K

Jun 30, 26

-571

0.00%

Wick Capital Partners, LLC

8.76K

Jun 30, 26

+10

0.00%

Atomi Financial Group, Inc.

8.74K

Jun 30, 26

+3.96K

0.00%

Accredited Investors Inc.

8.70K

Jun 30, 26

+17

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

8.58K

Jun 30, 26

+541

0.00%

FIRST TRUST ADVISORS LP

8.58K

Jun 30, 26

-299

0.00%

Redwood Financial Network Corp

8.52K

Jun 30, 26

+1.94K

0.00%

Strategic Financial Concepts, LLC

8.47K

Jun 30, 26

-6.74K

0.00%

LYELL WEALTH MANAGEMENT, LP

8.44K

Jun 30, 26

+8.44K

0.00%

AMG National Trust Bank

8.39K

Jun 30, 26

+3.59K

0.00%

Advisor Resource Council

8.38K

Jun 30, 26

-275

0.00%

DAHRING | CUSMANO LLC

8.38K

Jun 30, 26

-600

0.00%

Catalytic Wealth RIA, LLC

8.32K

Jun 30, 26

+761

0.00%

Oregon Pacific Wealth Management, LLC

8.26K

Jun 30, 26

+898

0.00%

Snowden Capital Advisors LLC

8.21K

Jun 30, 26

-2.86K

0.00%

WILLNER & HELLER, LLC

8.08K

Jun 30, 26

-90

0.00%

GeoWealth Management, LLC

8.07K

Jun 30, 26

+155

0.00%

Schrum Private Wealth Management LLC

8.03K

Jun 30, 26

-773

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

8.00K

Jun 30, 26

-500

0.00%

Centurion Wealth Management LLC

7.99K

Jun 30, 26

+4.24K

0.00%

STEPHENS INC /AR/

7.85K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

7.54K

Jun 30, 26

-39

0.00%

Shulman DeMeo Asset Management LLC

7.53K

Jun 30, 26

-296

0.00%

Capital Group Private Client Services, Inc.

7.52K

Jun 30, 26

+626

0.00%

626 Financial, LLC

7.42K

Jun 30, 26

0.00%

KM Capital Management Ltd.

7.41K

Jun 30, 26

+1.48K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

7.35K

Jun 30, 26

0.00%

Flagship Private Wealth, LLC

7.30K

Jun 30, 26

+265

0.00%

Wallington Asset Management, LLC

7.29K

Jun 30, 26

-210

0.00%

GLENMEDE TRUST CO NA

7.25K

Jun 30, 26

-130

0.00%

Principle Wealth Partners LLC

7.20K

Jun 30, 26

+25

0.00%

4WEALTH ADVISORS, INC.

7.17K

Jun 30, 26

-70

0.00%

Integrated Advisors Network LLC

7.16K

Jun 30, 26

+181

0.00%

McClarren Financial Advisors, Inc.

7.11K

Jun 30, 26

0.00%

Tempus Wealth Planning, LLC

7.10K

Jun 30, 26

-375

0.00%

FIDUCIARY TRUST CO

7.04K

Jun 30, 26

-804

0.00%

Fortitude Family Office, LLC

7.00K

Jun 30, 26

+7.00K

0.00%

Diversified Enterprises, LLC

6.99K

Jun 30, 26

-88

0.00%

PGIM Custom Harvest LLC

6.98K

Jun 30, 26

+1.42K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

6.97K

Jun 30, 26

0.00%

Impact Partnership Wealth, LLC

6.94K

Jun 30, 26

+640

0.00%

Solutions 4 Wealth, Ltd

6.92K

Jun 30, 26

-203

0.00%

BESSEMER GROUP INC

6.88K

Jun 30, 26

+4.91K

0.00%

Pinion Investment Advisors, LLC

6.87K

Jun 30, 26

-1.99K

0.00%

McGlone Suttner Wealth Management, Inc.

6.70K

Jun 30, 26

0.00%

Jefferies Financial Group Inc.

6.69K

Jun 30, 26

-632

0.00%

SBI Securities Co., Ltd.

6.67K

Jun 30, 26

-384

0.00%

Capital Investment Advisors, LLC

6.66K

Jun 30, 26

-1.42K

0.00%

FULTON BANK, N.A.

6.61K

Jun 30, 26

0.00%

Root Financial Partners, LLC

6.61K

Jun 30, 26

-1

0.00%

GREENLEAF TRUST

6.59K

Jun 30, 26

0.00%

Focus Financial Network, Inc.

6.51K

Jun 30, 26

-832

0.00%

BBR PARTNERS, LLC

6.50K

Jun 30, 26

+6.50K

0.00%

KMT WEALTH MANAGEMENT, LLC

6.49K

Jun 30, 26

+6.49K

0.00%

TANDEM CAPITAL MANAGEMENT CORP /ADV

6.37K

Jun 30, 26

+330

0.00%

Crescent Sterling, Ltd.

6.21K

Jun 30, 26

0.00%

FFT WEALTH MANAGEMENT LLC

6.20K

Jun 30, 26

-151

0.00%

EverSource Wealth Advisors, LLC

6.16K

Jun 30, 26

-5.18K

0.00%

Ballentine Partners, LLC

6.15K

Jun 30, 26

0.00%

Fidelis Capital Partners, LLC

6.14K

Jun 30, 26

-99

0.00%

Csenge Advisory Group

6.03K

Jun 30, 26

+545

0.00%

Black Diamond Financial, LLC

6.02K

Jun 30, 26

+59

0.00%

Intellectus Partners, LLC

6.02K

Jun 30, 26

0.00%

PATTEN & PATTEN INC/TN

6.01K

Jun 30, 26

-807

0.00%

LEIGH BALDWIN & CO., LLC

6.00K

Jun 30, 26

-14

0.00%

Parallel Advisors, LLC

5.99K

Jun 30, 26

+2.96K

0.00%

TFR Capital, LLC.

5.89K

Jun 30, 26

-277

0.00%

Community Bank, N.A.

5.89K

Jun 30, 26

-315

0.00%

Midwest Trust Co

5.86K

Jun 30, 26

-1.07K

0.00%

Steel Peak Wealth Management LLC

5.84K

Jun 30, 26

+31

0.00%

Concorde Asset Management, LLC

5.82K

Jun 30, 26

+182

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

5.75K

Jun 30, 26

-115

0.00%

Commonwealth Financial Services, LLC

5.73K

Jun 30, 26

-13

0.00%

Aprio Wealth Management, LLC

5.73K

Jun 30, 26

-83

0.00%

Berkshire Bank

5.69K

Jun 30, 26

-412

0.00%

NWAM LLC

5.63K

Jun 30, 26

+612

0.00%

Koss-Olinger Consulting, LLC

5.61K

Jun 30, 26

-40

0.00%

Hiley Hunt Wealth Management

5.58K

Jun 30, 26

-50

0.00%

PKS Advisory Services, LLC

5.57K

Jun 30, 26

-2.20K

0.00%

NWF Advisory Services Inc.

5.56K

Jun 30, 26

+1.92K

0.00%

Clark Asset Management, LLC

5.52K

Jun 30, 26

+355

0.00%

Fox Financial, Inc

5.52K

Jun 30, 26

-246

0.00%

MARIPAU WEALTH MANAGEMENT LLC

5.50K

Jun 30, 26

+2.20K

0.00%

Lloyd Advisory Services, LLC.

5.50K

Jun 30, 26

+4.34K

0.00%

Valtinson Bruner Financial Planning LLC

5.49K

Jun 30, 26

+245

0.00%

Pure Financial Advisors, LLC

5.47K

Jun 30, 26

-64

0.00%

One Charles Private Wealth Services, LLC

5.46K

Jun 30, 26

-481

0.00%

ProVise Management Group, LLC

5.43K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

5.43K

Jun 30, 26

-449

0.00%

Procyon Advisors, LLC

5.42K

Jun 30, 26

-1.12K

0.00%

Innovative Wealth Building LLC

5.40K

Jun 30, 26

-637

0.00%

BTC Capital Management, Inc.

5.38K

Jun 30, 26

+5.38K

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

5.37K

Jun 30, 26

-115

0.00%

FIRST HORIZON CORP

5.32K

Jun 30, 26

-913

0.00%

Virtue Capital Management, LLC

5.32K

Jun 30, 26

+240

0.00%

NATURAL INVESTMENTS, LLC

5.30K

Jun 30, 26

+5.30K

0.00%

Sound Income Strategies, LLC

5.29K

Jun 30, 26

+2.73K

0.00%

Stegent Equity Advisors, Inc.

5.27K

Jun 30, 26

-5

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

5.17K

Jun 30, 26

-15

0.00%

Linscomb & Williams, Inc.

5.16K

Jun 30, 26

-1.00K

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

5.13K

Jun 30, 26

-145

0.00%

Somerset Trust Co

5.11K

Jun 30, 26

-287

0.00%

Wedmont Private Capital

5.09K

Jun 30, 26

+492

0.00%

Worth Financial Advisory Group, LLC

5.09K

Jun 30, 26

+5.09K

0.00%

VANGUARD ADVISERS INC

5.09K

Jun 30, 26

0.00%

McKinley Carter Wealth Services, Inc.

5.06K

Jun 30, 26

0.00%

WEALTHGARDEN F.S. LLC

5.04K

Jun 30, 26

-210

0.00%

JT Stratford LLC

5.00K

Jun 30, 26

+157

0.00%

McDonough Capital Management, Inc

4.99K

Jun 30, 26

-367

0.00%

TCP Asset Management, LLC

4.95K

Jun 30, 26

+534

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

4.91K

Jun 30, 26

+783

0.00%

Fusion Capital, LLC

4.90K

Jun 30, 26

+149

0.00%

DAYMARK WEALTH PARTNERS, LLC

4.86K

Jun 30, 26

+44

0.00%

Richmond Brothers, Inc.

4.84K

Jun 30, 26

+4.84K

0.00%

Dynamic Advisor Solutions LLC

4.81K

Jun 30, 26

+1.31K

0.00%

ARROW FINANCIAL CORP

4.79K

Jun 30, 26

0.00%

Americana Partners, LLC

4.76K

Jun 30, 26

-3.65K

0.00%

Maridea Wealth Management LLC

4.76K

Jun 30, 26

+1.08K

0.00%

Samalin Investment Counsel, LLC

4.75K

Jun 30, 26

-217

0.00%

Coastal Investment Advisors, Inc.

4.74K

Jun 30, 26

-1.14K

0.00%

Vawter Financial, Ltd.

4.70K

Jun 30, 26

0.00%

Meeder Advisory Services, Inc.

4.69K

Jun 30, 26

+2.54K

0.00%

Stiles Financial Services Inc

4.69K

Jun 30, 26

+117

0.00%

Purkiss Capital Advisors LLC

4.63K

Jun 30, 26

+849

0.00%

Tactive Advisors, LLC

4.60K

Jun 30, 26

0.00%

AlphaCore Capital LLC

4.54K

Jun 30, 26

+644

0.00%

Neuberger Berman Group LLC

4.51K

Jun 30, 26

+486

0.00%

Sage Mountain Advisors LLC

4.50K

Jun 30, 26

-284

0.00%

NATIONAL BANK OF CANADA /FI/

4.50K

Jun 30, 26

-412

0.00%

Family Wealth Group, LLC

4.45K

Jun 30, 26

+476

0.00%

Empower Advisory Group, LLC

4.45K

Jun 30, 26

+204

0.00%

Mach-1 Financial Group, LLC

4.44K

Jun 30, 26

-1.69K

0.00%

Paladin Advisory Group, LLC

4.38K

Jun 30, 26

0.00%

AVISO WEALTH MANAGEMENT

4.37K

Jun 30, 26

-45

0.00%

Naviter Wealth, LLC

4.37K

Jun 30, 26

+4.37K

0.00%

RMR Wealth Builders

4.36K

Jun 30, 26

0.00%

Key Client Fiduciary Advisors, LLC

4.34K

Jun 30, 26

+16

0.00%

Waterway Wealth Management, LLC

4.32K

Jun 30, 26

-1.00K

0.00%

Advyzon Investment Management, LLC

4.20K

Jun 30, 26

+4.20K

0.00%

Sharkey, Howes & Javer

4.19K

Jun 30, 26

-1.47K

0.00%

JFS WEALTH ADVISORS, LLC

4.14K

Jun 30, 26

+1.21K

0.00%

WJ Wealth Management, LLC

4.11K

Jun 30, 26

-217

0.00%

LVW Advisors, LLC

4.10K

Jun 30, 26

0.00%

Accel Wealth Management

4.10K

Jun 30, 26

0.00%

Mayfair Advisory Group, LLC

4.09K

Jun 30, 26

+75

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

4.09K

Jun 30, 26

+44

0.00%

Rockline Wealth Management, LLC

4.08K

Jun 30, 26

+58

0.00%

Moors & Cabot, Inc.

4.07K

Jun 30, 26

+241

0.00%

SONATA CAPITAL GROUP INC

4.05K

Jun 30, 26

-6

0.00%

Abbot Financial Management, Inc.

4.05K

Jun 30, 26

0.00%

EAGLE GLOBAL ADVISORS LLC

4.01K

Jun 30, 26

0.00%

DELTA CAPITAL MANAGEMENT LLC

4.00K

Jun 30, 26

0.00%

Sovran Advisors, LLC

3.99K

Jun 30, 26

-51

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

3.98K

Jun 30, 26

+1.55K

0.00%

BRYN MAWR TRUST Co

3.98K

Jun 30, 26

0.00%

ETF Store, Inc.

3.97K

Jun 30, 26

0.00%

LifeGoal Wealth Advisors

3.95K

Jun 30, 26

+179

0.00%

STOCK YARDS BANK & TRUST CO

3.91K

Jun 30, 26

0.00%

Teamwork Financial Advisors, LLC

3.91K

Jun 30, 26

-33

0.00%

POM Investment Strategies, LLC

3.90K

Jun 30, 26

-43

0.00%

Tevis Investment Management

3.88K

Jun 30, 26

-268

0.00%

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

3.88K

Jun 30, 26

-186

0.00%

DEUTSCHE BANK AG\

3.87K

Jun 30, 26

+3.67K

0.00%

New Covenant Trust Company, N.A.

3.87K

Jun 30, 26

0.00%

Main Street Financial Solutions, LLC

3.86K

Jun 30, 26

0.00%

BRIAN LOW FINANCIAL GROUP, LLC

3.84K

Jun 30, 26

-74

0.00%

Copley Financial Group, Inc.

3.83K

Jun 30, 26

-355

0.00%

Keebeck Wealth Management, LLC

3.81K

Jun 30, 26

0.00%

PROTECTIVE LIFE CORP

3.80K

Jun 30, 26

-4.92K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.80K

Jun 30, 26

-1.77K

0.00%

Keener Financial Planning LLC

3.74K

Jun 30, 26

0.00%

AMARA FINANCIAL, LLC.

3.73K

Jun 30, 26

0.00%

Prostatis Group LLC

3.69K

Jun 30, 26

-71

0.00%

TD PRIVATE CLIENT WEALTH LLC

3.69K

Jun 30, 26

+1.22K

0.00%

MILLENNIUM MANAGEMENT LLC

3.66K

Jun 30, 26

+3.66K

0.00%

Kelman-Lazarov, Inc.

3.66K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

3.66K

Jun 30, 26

+944

0.00%

FINANCIAL MANAGEMENT NETWORK INC

3.64K

Jun 30, 26

-36

0.00%

Costello Asset Management, INC

3.63K

Jun 30, 26

+2.04K

0.00%

DRAVO BAY LLC

3.63K

Jun 30, 26

-560

0.00%

Mesirow Financial Investment Management, Inc.

3.59K

Jun 30, 26

+402

0.00%

Crown Wealth Group, LLC

3.59K

Jun 30, 26

+38

0.00%

KPP Advisory Services LLC

3.55K

Jun 30, 26

-122

0.00%

King Wealth

3.54K

Jun 30, 26

+3.54K

0.00%

Mustard Seed Financial, LLC

3.54K

Jun 30, 26

+127

0.00%

United Community Bank

3.50K

Jun 30, 26

+3.50K

0.00%

TOEWS CORP /ADV

3.50K

Jun 30, 26

+3.50K

0.00%

Kelly Financial Services LLC

3.48K

Jun 30, 26

+3.48K

0.00%

CONDOR CAPITAL MANAGEMENT

3.48K

Jun 30, 26

-4

0.00%

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

3.48K

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

3.47K

Jun 30, 26

0.00%

Fischer Financial Services, Inc.

3.46K

Jun 30, 26

+3.46K

0.00%

Bogart Wealth, LLC

3.45K

Jun 30, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

3.44K

Jun 30, 26

+40

0.00%

Madden Advisory Services, Inc.

3.43K

Jun 30, 26

0.00%

Cornerstone Financial Group, LLC /NE/

3.42K

Jun 30, 26

0.00%

BALYASNY ASSET MANAGEMENT L.P.

3.42K

Jun 30, 26

+3.42K

0.00%

BlackDiamond Wealth Management Inc.

3.42K

Jun 30, 26

+557

0.00%

ABLE Financial Group, LLC

3.41K

Jun 30, 26

-2

0.00%

SMART Wealth LLC

3.39K

Jun 30, 26

-144

0.00%

Accurate Wealth Management, LLC

3.37K

Jun 30, 26

-1.49K

0.00%

INSPIRE TRUST CO, N.A.

3.37K

Jun 30, 26

+3.37K

0.00%

CAHABA WEALTH MANAGEMENT, INC.

3.37K

Jun 30, 26

0.00%

Trinity Wealth Management, LLC

3.36K

Jun 30, 26

0.00%

Sepio Capital, LP

3.35K

Jun 30, 26

0.00%

Fundamentum, LLC

3.35K

Jun 30, 26

+586

0.00%

Everstar Asset Management, LLC

3.34K

Jun 30, 26

-24

0.00%

Adviser Investments LLC

3.31K

Jun 30, 26

0.00%

ZEGA Investments, LLC

3.31K

Jun 30, 26

+359

0.00%

Snider Financial Group

3.29K

Jun 30, 26

-144

0.00%

Fiduciary Group LLC

3.25K

Jun 30, 26

-24

0.00%

Warren Street Wealth Advisors, LLC

3.25K

Jun 30, 26

-520

0.00%

Cartesian Growth Corp

3.23K

Jun 30, 26

0.00%

Drucker Wealth 3.0, LLC

3.22K

Jun 30, 26

0.00%

Dorsey & Whitney Trust CO LLC

3.19K

Jun 30, 26

-9

0.00%

Ironwood Financial, llc

3.17K

Jun 30, 26

-332

0.00%

VIMA LLC

3.15K

Jun 30, 26

+3.15K

0.00%

BALLAST ADVISORS LLC

3.11K

Jun 30, 26

+356

0.00%

Peak Asset Management, LLC

3.09K

Jun 30, 26

+150

0.00%

Ballast, Inc.

3.09K

Jun 30, 26

-242

0.00%

Solano Wealth Investment Advisors LLC

3.08K

Jun 30, 26

0.00%

Financial Security Advisor, Inc.

3.07K

Jun 30, 26

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

3.06K

Jun 30, 26

+3.06K

0.00%

WARNER FINANCIAL, INC

3.05K

Jun 30, 26

0.00%

StoneX Group Inc.

3.05K

Jun 30, 26

+324

0.00%

MATRIX ASSET ADVISORS INC/NY

3.05K

Jun 30, 26

0.00%

SIMON QUICK ADVISORS, LLC

3.04K

Jun 30, 26

0.00%

FORVIS Wealth Advisors, LLC

3.04K

Jun 30, 26

+3.04K

0.00%

Choate Investment Advisors

3.03K

Jun 30, 26

0.00%

KCM INVESTMENT ADVISORS LLC

3.03K

Jun 30, 26

-1.07K

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

3.03K

Jun 30, 26

+3.03K

0.00%

Valued Retirements, Inc.

3.00K

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

3.00K

Jun 30, 26

0.00%

Hilltop Holdings Inc.

2.98K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

2.98K

Jun 30, 26

-189

0.00%

Post Resch Tallon Group Inc.

2.97K

Jun 30, 26

-80

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

2.97K

Jun 30, 26

+157

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.96K

Jun 30, 26

+451

0.00%

NovaPoint Capital, LLC

2.94K

Jun 30, 26

+2.94K

0.00%

CERTUITY, LLC

2.93K

Jun 30, 26

+2.93K

0.00%

Laraway Financial Advisors Inc

2.93K

Jun 30, 26

0.00%

PLIMOTH TRUST CO LLC

2.91K

Jun 30, 26

0.00%

Detalus Advisors, LLC

2.89K

Jun 30, 26

0.00%

CHOREO, LLC

2.86K

Jun 30, 26

+20

0.00%

Hibernia Wealth Partners, LLC

2.82K

Jun 30, 26

-3.59K

0.00%

Private Wealth Asset Management, LLC

2.82K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

2.82K

Jun 30, 26

+100

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

2.81K

Jun 30, 26

0.00%

Strategies Wealth Advisors, LLC

2.79K

Jun 30, 26

-385

0.00%

Retirement Solution Inc.

2.79K

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

2.79K

Jun 30, 26

-198

0.00%

SAGE RHINO CAPITAL LLC

2.77K

Jun 30, 26

0.00%

CUTLER INVESTMENT COUNSEL LLC

2.76K

Jun 30, 26

0.00%

Infinity Wealth Counsel, LLC

2.75K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

2.75K

Jun 30, 26

+2.73K

0.00%

RS CRUM INC.

2.72K

Jun 30, 26

0.00%

Fairvoy Private Wealth, LLC

2.71K

Jun 30, 26

+15

0.00%

Falcon Wealth Planning

2.71K

Jun 30, 26

+63

0.00%

Grantvest Financial Group LLC

2.70K

Jun 30, 26

-23

0.00%

Olistico Wealth, LLC

2.70K

Jun 30, 26

-121

0.00%

GAMMA Investing LLC

2.69K

Jun 30, 26

0.00%

WNY Asset Management, LLC

2.69K

Jun 30, 26

+406

0.00%

Second Line Capital, LLC

2.69K

Jun 30, 26

+197

0.00%

SageView Advisory Group, LLC

2.68K

Jun 30, 26

-61

0.00%

MATAURO, LLC

2.68K

Jun 30, 26

-558

0.00%

Maltin Wealth Management, Inc.

2.67K

Jun 30, 26

0.00%

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

2.67K

Jun 30, 26

+220

0.00%

Blue Zone Wealth Advisors, LLC

2.66K

Jun 30, 26

-40

0.00%

LRI Investments, LLC

2.65K

Jun 30, 26

0.00%

von Borstel & Associates, Inc.

2.63K

Jun 30, 26

0.00%

SMITH, MOORE & CO.

2.62K

Jun 30, 26

+51

0.00%

White Lighthouse Investment Management Inc.

2.61K

Jun 30, 26

-88

0.00%

Fusion Family Wealth LLC

2.61K

Jun 30, 26

0.00%

NOVEM GROUP

2.58K

Jun 30, 26

-118

0.00%

AMERIFLEX GROUP, INC.

2.57K

Jun 30, 26

+1.89K

0.00%

First Citizens Financial Corp

2.57K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

2.54K

Jun 30, 26

0.00%

MAINSAIL ASSET MANAGEMENT, LLC

2.52K

Jun 30, 26

0.00%

Capital Advantage, Inc.

2.49K

Jun 30, 26

+2.49K

0.00%

Allspring Global Investments Holdings, LLC

2.48K

Jun 30, 26

+2.44K

0.00%

BROWN BROTHERS HARRIMAN & CO

2.48K

Jun 30, 26

0.00%

Goepper Burkhardt LLC

2.47K

Jun 30, 26

0.00%

ARQ WEALTH ADVISORS, LLC

2.47K

Jun 30, 26

+317

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

2.46K

Jun 30, 26

+15

0.00%

Colonial Trust Co / SC

2.45K

Jun 30, 26

0.00%

WESBANCO BANK INC

2.44K

Jun 30, 26

0.00%

Signature Wealth Management Partners, LLC

2.43K

Jun 30, 26

0.00%

Gryphon Financial Partners LLC

2.42K

Jun 30, 26

-6.74K

0.00%

CIBC WORLD MARKET INC.

2.41K

Jun 30, 26

-147

0.00%

Accretive Wealth Partners, LLC

2.40K

Jun 30, 26

-69

0.00%

Bernardo Wealth Planning LLC

2.40K

Jun 30, 26

0.00%

Red Door Wealth Management, LLC

2.39K

Jun 30, 26

0.00%

NORTH STAR ASSET MANAGEMENT INC

2.38K

Jun 30, 26

+288

0.00%

Sowell Financial Services LLC

2.35K

Jun 30, 26

-155

0.00%

Rossby Financial, LCC

2.35K

Jun 30, 26

+204

0.00%

Sherman Asset Management, Inc.

2.34K

Jun 30, 26

-2.63K

0.00%

Calamos Advisors LLC

2.33K

Jun 30, 26

0.00%

Discipline Wealth Solutions, LLC

2.31K

Jun 30, 26

-33

0.00%

BRIGHTON JONES LLC

2.30K

Jun 30, 26

+2.30K

0.00%

Insight Wealth Strategies, LLC

2.29K

Jun 30, 26

0.00%

Strathmore Capital Advisors, Inc.

2.27K

Jun 30, 26

+2.27K

0.00%

Golden Reserve Retirement LLC

2.26K

Jun 30, 26

+2.26K

0.00%

O'ROURKE & COMPANY, Inc

2.24K

Jun 30, 26

0.00%

Compass Ion Advisors, LLC

2.22K

Jun 30, 26

+2.22K

0.00%

Castleview Partners, LLC

2.22K

Jun 30, 26

+2.22K

0.00%

GERMAN AMERICAN BANCORP, INC.

2.21K

Jun 30, 26

+2.21K

0.00%

Xcel Wealth Management, LLC

2.21K

Jun 30, 26

-271

0.00%

Trueblood Wealth Management, LLC

2.21K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

2.20K

Jun 30, 26

-127

0.00%

MFA Wealth Services

2.19K

Jun 30, 26

0.00%

Gemmer Asset Management LLC

2.19K

Jun 30, 26

0.00%

waypoint wealth counsel

2.18K

Jun 30, 26

0.00%

ROMAN BUTLER FULLERTON & CO

2.17K

Jun 30, 26

0.00%

1900 WEALTH MANAGEMENT LLC

2.17K

Jun 30, 26

+2.17K

0.00%

Altiora Financial Group, LLC

2.16K

Jun 30, 26

0.00%

SageGuard Financial Group, LLC

2.16K

Jun 30, 26

0.00%

JMG Financial Group, Ltd.

2.14K

Jun 30, 26

0.00%

Squarepoint Ops LLC

2.13K

Jun 30, 26

+2.13K

0.00%

Kovack Advisors, Inc.

2.13K

Jun 30, 26

+55

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

2.13K

Jun 30, 26

+57

0.00%

Argent Trust Co

2.11K

Jun 30, 26

0.00%

KLCM Advisors, Inc.

2.10K

Jun 30, 26

+31

0.00%

ROCKLAND TRUST CO

2.10K

Jun 30, 26

+2.10K

0.00%

PUREfi Wealth, LLC

2.08K

Jun 30, 26

+24

0.00%

Independence Bank of Kentucky

2.08K

Jun 30, 26

0.00%

Abound Wealth Management

2.06K

Jun 30, 26

-33

0.00%

Peak Retirement Planning, Inc.

2.06K

Jun 30, 26

+12

0.00%

TRUST CO OF VERMONT

2.05K

Jun 30, 26

+2.05K

0.00%

Parisi Gray Wealth Management

2.04K

Jun 30, 26

0.00%

SPINNAKER TRUST

2.03K

Jun 30, 26

+2.03K

0.00%

ROTHSCHILD INVESTMENT LLC

2.03K

Jun 30, 26

0.00%

Badgley Phelps Wealth Managers, LLC

2.02K

Jun 30, 26

-842

0.00%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

2.00K

Jun 30, 26

+2.00K

0.00%

Sachetta, LLC

1.99K

Jun 30, 26

+1.99K

0.00%

FIRST AMERICAN TRUST, FSB

1.99K

Jun 30, 26

+1.99K

0.00%

Robertson Stephens Wealth Management, LLC

1.98K

Jun 30, 26

+1.98K

0.00%

Balboa Wealth Partners

1.96K

Jun 30, 26

-300

0.00%

Fisher Asset Management, LLC

1.96K

Jun 30, 26

-3.07K

0.00%

GK Wealth Management LLC

1.95K

Jun 30, 26

+1.95K

0.00%

BAILARD, INC.

1.95K

Jun 30, 26

+1.95K

0.00%

Sequent Planning LLC

1.94K

Jun 30, 26

-582

0.00%

SAPIENT CAPITAL LLC

1.94K

Jun 30, 26

+1.94K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.94K

Jun 30, 26

+371

0.00%

Colonial River Wealth Management, LLC

1.94K

Jun 30, 26

-302

0.00%

HERITAGE INVESTORS MANAGEMENT CORP

1.93K

Jun 30, 26

-112

0.00%

Worth Asset Management, LLC

1.93K

Jun 30, 26

+1.93K

0.00%

Consolidated Planning Corp

1.92K

Jun 30, 26

+1.92K

0.00%

HHM Wealth Advisors, LLC

1.91K

Jun 30, 26

0.00%

PLANNING ALTERNATIVES LTD /ADV

1.89K

Jun 30, 26

+1.89K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

1.89K

Jun 30, 26

+1.89K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

1.89K

Jun 30, 26

+1.89K

0.00%

CULLEN/FROST BANKERS, INC.

1.89K

Jun 30, 26

0.00%

AdviceOne Advisory Services, LLC

1.87K

Jun 30, 26

+1.87K

0.00%

Calamos Wealth Management LLC

1.87K

Jun 30, 26

+1.87K

0.00%

Balentine LLC

1.86K

Jun 30, 26

+1.86K

0.00%

Ameritas Investment Partners, Inc.

1.86K

Jun 30, 26

0.00%

PFG Investments, LLC

1.86K

Jun 30, 26

+1.86K

0.00%

WADDELL & ASSOCIATES, LLC

1.85K

Jun 30, 26

+1.85K

0.00%

Baker Avenue Asset Management, LP

1.84K

Jun 30, 26

+1.84K

0.00%

Resolute Wealth Strategies, LLC

1.83K

Jun 30, 26

+1.83K

0.00%

Intrepid Financial Planning Group LLC

1.83K

Jun 30, 26

+1.83K

0.00%

PALLADIEM, LLC

1.83K

Jun 30, 26

-50.88K

0.00%

Cornerstone Wealth Group, LLC

1.83K

Jun 30, 26

-41

0.00%

IPG Investment Advisors LLC

1.82K

Jun 30, 26

+1.82K

0.00%

Journey Advisory Group, LLC

1.81K

Jun 30, 26

+1.81K

0.00%

Retirement Planning Co of New England, Inc.

1.80K

Jun 30, 26

+1.80K

0.00%

Crewe Advisors LLC

1.80K

Jun 30, 26

+947

0.00%

Traynor Capital Management, Inc.

1.79K

Jun 30, 26

+1.79K

0.00%

Cambria Investment Management, L.P.

1.79K

Jun 30, 26

+1.79K

0.00%

Garden State Investment Advisory Services LLC

1.79K

Jun 30, 26

+1.79K

0.00%

Hudson Portfolio Management LLC

1.78K

Jun 30, 26

+1.78K

0.00%

RITHOLTZ WEALTH MANAGEMENT

1.78K

Jun 30, 26

+1.78K

0.00%

Beaumont Financial Advisors, LLC

1.77K

Jun 30, 26

+1.77K

0.00%

Selective Wealth Management, Inc.

1.77K

Jun 30, 26

+1.77K

0.00%

PTM WEALTH MANAGEMENT, LLC

1.77K

Jun 30, 26

+1.77K

0.00%

Altus Wealth Group LLC

1.76K

Jun 30, 26

+1.76K

0.00%

Urban Wealth Management, LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Secure Asset Management, LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Cyndeo Wealth Partners, LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Blackston Financial Advisory Group, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

City State Bank

1.73K

Jun 30, 26

+633

0.00%

HBK Sorce Advisory LLC

1.72K

Jun 30, 26

-13

0.00%

Insight Inv LLC

1.72K

Jun 30, 26

+1.72K

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

1.70K

Jun 30, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

1.70K

Jun 30, 26

+1.70K

0.00%

PAYDEN & RYGEL

1.70K

Jun 30, 26

+1.70K

0.00%

Crestwood Advisors Group LLC

1.69K

Jun 30, 26

+1.69K

0.00%

Prosperity Consulting Group, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

CASCADE INVESTMENT GROUP, INC.

1.69K

Jun 30, 26

+1.69K

0.00%

Lewis Asset Management, LLC

1.68K

Jun 30, 26

+1.68K

0.00%

Johnson Financial Group, Inc.

1.67K

Jun 30, 26

-737

0.00%

FAS Wealth Partners, Inc.

1.65K

Jun 30, 26

-66

0.00%

CENTRAL TRUST Co

1.64K

Jun 30, 26

+394

0.00%

Mascoma Wealth Management LLC

1.60K

Jun 30, 26

0.00%

Morling Financial Advisors, LLC

1.57K

Jun 30, 26

0.00%

Crews Bank & Trust

1.56K

Jun 30, 26

0.00%

Marquette Asset Management, LLC

1.52K

Jun 30, 26

0.00%

Elser Financial Planning, Inc

1.46K

Jun 30, 26

+85

0.00%

FINANCIAL CONSULATE, INC

1.45K

Jun 30, 26

-768

0.00%

SALEM INVESTMENT COUNSELORS INC

1.44K

Jun 30, 26

0.00%

Avion Wealth

1.36K

Jun 30, 26

-110

0.00%

Clearstead Advisors, LLC

1.34K

Jun 30, 26

0.00%

Canton Hathaway, LLC

1.32K

Jun 30, 26

+283

0.00%

Murphy & Mullick Capital Management Corp

1.30K

Jun 30, 26

0.00%

EASTERN BANK

1.27K

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

1.25K

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

1.22K

Jun 30, 26

0.00%

SYM FINANCIAL Corp

1.22K

Jun 30, 26

+1.14K

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.22K

Jun 30, 26

+300

0.00%

Capital Advisors, Ltd. LLC

1.18K

Jun 30, 26

0.00%

Provident Wealth Management, LLC

1.16K

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

1.14K

Jun 30, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

1.12K

Jun 30, 26

-1.66K

0.00%

Steigerwald, Gordon & Koch Inc.

1.10K

Jun 30, 26

-272

0.00%

Cassaday & Co Wealth Management LLC

1.10K

Jun 30, 26

-320

0.00%

Westside Investment Management, Inc.

1.09K

Jun 30, 26

-1.13K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.04K

Jun 30, 26

-320

0.00%

Newbridge Financial Services Group, Inc.

1.04K

Jun 30, 26

+25

0.00%

WHITTIER TRUST CO

1.04K

Jun 30, 26

0.00%

Strategic Investment Advisors / MI

1.04K

Jun 30, 26

+1.04K

0.00%

CALDWELL SUTTER CAPITAL, INC.

1.03K

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

1.01K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

980

Jun 30, 26

+66

0.00%

Winch Advisory Services, LLC

979

Jun 30, 26

0.00%

Manchester Capital Management LLC

970

Jun 30, 26

0.00%

Fountainhead AM, LLC

901

Jun 30, 26

-1.06K

0.00%

Coston, McIsaac & Partners

885

Jun 30, 26

0.00%

North Star Investment Management Corp.

865

Jun 30, 26

0.00%

REAP Financial Group, LLC

850

Jun 30, 26

+775

0.00%

StrongBox Wealth, LLC

801

Jun 30, 26

+801

0.00%

Trust Co

793

Jun 30, 26

+142

0.00%

Hickory Point Bank & Trust

770

Jun 30, 26

0.00%

Fairman Group, LLC

755

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

750

Jun 30, 26

0.00%

HOWE & RUSLING INC

750

Jun 30, 26

0.00%

Heritage Wealth Advisors

728

Jun 30, 26

+728

0.00%

Caitlin John, LLC

721

Jun 30, 26

-7

0.00%

Ancora Advisors, LLC

709

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

700

Jun 30, 26

0.00%

Luminist Capital LLC

663

Jun 30, 26

+663

0.00%

STEPH & CO

663

Jun 30, 26

-356

0.00%

Investment Research & Advisory Group, Inc.

658

Jun 30, 26

0.00%

Hughes Financial Services, LLC

651

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

648

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

602

Jun 30, 26

-194

0.00%

DecisionPoint Financial, LLC

600

Jun 30, 26

+600

0.00%

Pinnacle Bancorp, Inc.

580

Jun 30, 26

0.00%

CITY HOLDING CO

565

Jun 30, 26

-5

0.00%

MCF Advisors LLC

552

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

528

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

518

Jun 30, 26

+518

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

517

Jun 30, 26

0.00%

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

506

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

499

Jun 30, 26

-205

0.00%

Copia Wealth Management

481

Jun 30, 26

0.00%

Leo H. Evart, Inc.

459

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

452

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

450

Jun 30, 26

-61

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

450

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

449

Jun 30, 26

0.00%

Family Management Corp

445

Jun 30, 26

+445

0.00%

Security National Bank

443

Jun 30, 26

0.00%

Accordant Advisory Group Inc

431

Jun 30, 26

0.00%

RMG Wealth Management LLC

420

Jun 30, 26

+420

0.00%

Bank Julius Baer & Co. Ltd, Zurich

415

Jun 30, 26

+16

0.00%

BARRETT & COMPANY, INC.

395

Jun 30, 26

0.00%

Integrity Financial Corp /WA

384

Jun 30, 26

+384

0.00%

SJS Investment Consulting Inc.

339

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

312

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

307

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

300

Jun 30, 26

0.00%

BFSG, LLC

300

Jun 30, 26

+116

0.00%

HARBOR INVESTMENT ADVISORY, LLC

297

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

289

Jun 30, 26

+289

0.00%

HM PAYSON & CO

288

Jun 30, 26

0.00%

Financial Life Planners

271

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

271

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

266

Jun 30, 26

+266

0.00%

MONETARY MANAGEMENT GROUP INC

250

Jun 30, 26

+250

0.00%

True Wealth Design, LLC

247

Jun 30, 26

0.00%

CGC Financial Services, LLC

240

Jun 30, 26

-46

0.00%

Asset Dedication, LLC

238

Jun 30, 26

+238

0.00%

Fairscale Capital, LLC

238

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

234

Jun 30, 26

0.00%

TFC Financial Management, Inc.

230

Jun 30, 26

0.00%

Oakworth Capital, Inc.

225

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

224

Jun 30, 26

+224

0.00%

Quaker Wealth Management, LLC

223

Jun 30, 26

-29

0.00%

Mowery & Schoenfeld Wealth Management, LLC

211

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

210

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

200

Jun 30, 26

-32

0.00%

Triumph Capital Management

193

Jun 30, 26

-10

0.00%

Elevated Capital Advisors, LLC

191

Jun 30, 26

0.00%

BIRCHBROOK, INC.

177

Jun 30, 26

0.00%

PETERSON WEALTH MANAGEMENT

174

Jun 30, 26

+174

0.00%

SITTNER & NELSON, LLC

172

Jun 30, 26

+172

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

168

Jun 30, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

161

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

156

Jun 30, 26

-777

0.00%

Main Street Group, LTD

154

Jun 30, 26

0.00%

Addison Advisors LLC

152

Jun 30, 26

-41

0.00%

Indiana Trust & Investment Management CO

147

Jun 30, 26

-128

0.00%

Stone House Investment Management, LLC

144

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

138

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

136

Jun 30, 26

0.00%

Nemes Rush Group LLC

136

Jun 30, 26

0.00%

Imprint Wealth LLC

130

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

125

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

125

Jun 30, 26

0.00%

Pacific Center for Financial Services

122

Jun 30, 26

0.00%

Morse Asset Management, Inc

117

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

105

Jun 30, 26

0.00%

Financial Perspectives, Inc

101

Jun 30, 26

-57

0.00%

NBT BANK N A /NY

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

Jun 30, 26

0.00%

Breakwater Investment Management

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

+76

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

+72

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

-1

0.00%

Archer Investment Corp

Jun 30, 26

-322

0.00%

TD Capital Management LLC

Jun 30, 26

0.00%

EPG Wealth Management LLC

Jun 30, 26

-59

0.00%

Rice Partnership, LLC

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

+51

0.00%

Beaird Harris Wealth Management, LLC

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

FIRST COMMUNITY TRUST NA

Jun 30, 26

0.00%

Richardson Capital Management LLC

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+40

0.00%

Greykasell Wealth Strategies, Inc.

Jun 30, 26

0.00%

First Pacific Financial

Jun 30, 26

-81

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

Jun 30, 26

0.00%

Pacifica Partners Inc.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-1.13K

0.00%

WPG Advisers, LLC

Jun 30, 26

-26

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

-285

0.00%

Rakuten Securities, Inc.

Jun 30, 26

-228

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

0.00%

DB Fitzpatrick & Co, Inc

Jun 30, 26

0.00%

West Branch Capital LLC

Jun 30, 26

0.00%

Operose Advisors LLC

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

Jun 30, 26

0.00%

Byrne Asset Management LLC

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

-1

0.00%

ALERUS FINANCIAL NA

Jun 30, 26

0.00%

Gradient Investments LLC

Jun 30, 26

-2.85K

Frazier Financial Advisors, LLC

Jun 30, 26

-697

Talisman Wealth Advisors LLC

Jun 30, 26

-4.18K

TOMPKINS FINANCIAL CORP

Jun 30, 26

-380

RBA Wealth Management, LLC

Jun 30, 26

-4.23K

Team Financial Group, LLC

Jun 30, 26

-83

Bragg Financial Advisors, Inc

Jun 30, 26

-2.37K

Evergreen Advisors, LLC

Jun 30, 26

-95

Richmond Investment Services, LLC

Jun 30, 26

-6.46K

MWA Asset Management

Jun 30, 26

-965

EVOKE WEALTH, LLC

Jun 30, 26

-2.38K

Golden State Equity Partners

Jun 30, 26

-598

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-1.15K

True Link Financial Advisors, LLC

Jun 30, 26

-21

DROMS STRAUSS ADVISORS INC /MO/ /ADV

Jun 30, 26

-3.95K

Haverford Trust Co

Jun 30, 26

-5.18K

Baer Investment Advisory LLC

Jun 30, 26

-37.54K

Ground Swell Capital, LLC

Jun 30, 26

-2.76K

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-52.37K

BREAKTHRU ADVISORY SERVICES, LLC

Jun 30, 26

-5.39K

Financial & Tax Architects, LLC

Jun 30, 26

-2.14K

SPIRIT OF AMERICA MANAGEMENT CORP/NY

Jun 30, 26

-278

JANE STREET GROUP, LLC

Jun 30, 26

-2.11K

BARCLAYS PLC

Jun 30, 26

-481

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.33K

Midwest Capital Advisors, LLC

Jun 30, 26

-716

LOOMIS SAYLES & CO L P

Jun 30, 26

-1.85K

GAMCO INVESTORS, INC. ET AL

Jun 30, 26

-3.75K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-876

KWMG, LLC

Jun 30, 26

-5.52K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-1.34K

ROWLAND & CO INVESTMENT COUNSEL/ADV

Jun 30, 26

-1.04K

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-3.47K

CENTRAL VALLEY ADVISORS, LLC

Jun 30, 26

-2.09K

LWM Advisory Services, LLC

Jun 30, 26

-4.15K

Saxony Capital Management, LLC

Jun 30, 26

-3.67K

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

Jun 30, 26

-2.90K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-686

Edgestream Partners, L.P.

Jun 30, 26

-3.15K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-236.55K

Apeiron RIA LLC

Jun 30, 26

-3.31K

CWM, LLC

2.78M

Mar 31, 26

-62.40K

0.62%

Kingsview Wealth Management, LLC

1.61M

Mar 31, 26

+100.49K

0.36%

CANANDAIGUA NATIONAL CORP

593.09K

Mar 31, 26

+593.09K

0.13%

Gibbs Wealth Management

393.75K

Mar 31, 26

+225.44K

0.09%

SIGNET FINANCIAL MANAGEMENT, LLC

329.51K

Mar 31, 26

-4.33K

0.07%

GM Advisory Group, Inc.

245.09K

Mar 31, 26

+15.17K

0.06%

CENTAURUS FINANCIAL, INC.

193.88K

Mar 31, 26

+19.30K

0.04%

Financial Gravity Asset Management, Inc.

163.08K

Mar 31, 26

+8.13K

0.04%

Sterling Manor Financial, LLC

94.79K

Mar 31, 26

-10.98K

0.02%

Beacon Pointe Advisors, LLC

89.36K

Mar 31, 26

+26.76K

0.02%

Jackson Wealth Management, LLC

68.42K

Mar 31, 26

-2.70K

0.02%

Canandaigua National Trust Co of Florida

61.44K

Mar 31, 26

-911

0.01%

JDM Financial Group LLC

46.19K

Mar 31, 26

+958

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

45.72K

Mar 31, 26

-1.38K

0.01%

U.S. Capital Wealth Advisors, LLC

37.19K

Mar 31, 26

-61.48K

0.01%

Rehmann Capital Advisory Group

21.46K

Mar 31, 26

-40

0.00%

Skopos Labs, Inc.

17.48K

Mar 31, 26

+17.48K

0.00%

rebel Financial LLC

13.57K

Mar 31, 26

-118

0.00%

Sunbelt Securities, Inc.

13.02K

Mar 31, 26

0.00%

Claris Financial LLC

11.49K

Mar 31, 26

-533

0.00%

DGS Capital Management, LLC

10.55K

Mar 31, 26

-67

0.00%

JOURNEY STRATEGIC WEALTH LLC

10.36K

Mar 31, 26

-334

0.00%

EXENCIAL WEALTH ADVISORS, LLC

9.28K

Mar 31, 26

-11

0.00%

Forefront Wealth Partners, LLC

6.21K

Mar 31, 26

+820

0.00%

Jaffetilchin Investment Partners, LLC

5.84K

Mar 31, 26

-20

0.00%

Leo Wealth, LLC

4.96K

Mar 31, 26

+1.66K

0.00%

Coordinated Financial Services, Inc.

4.68K

Mar 31, 26

-1.92K

0.00%

Evanson Asset Management, LLC

3.31K

Mar 31, 26

+709

0.00%

GILL CAPITAL PARTNERS, LLC

2.78K

Mar 31, 26

0.00%

TCFG WEALTH MANAGEMENT, LLC

2.59K

Mar 31, 26

+2.59K

0.00%

Parkside Financial Bank & Trust

2.56K

Mar 31, 26

-68

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.78K

Mar 31, 26

0.00%

Premier Financial Group

580

Mar 31, 26

0.00%

Copia Wealth Management

481

Mar 31, 26

-682

0.00%

Leo H. Evart, Inc.

459

Mar 31, 26

+459

0.00%

Evelyn Partners Asset Management Ltd

361

Mar 31, 26

+361

0.00%

Horizons Wealth Management

158

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

0.00%

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-1.33K

MOSELEY INVESTMENT MANAGEMENT INC

Mar 31, 26

-2.09K

CIBC Private Wealth Group, LLC

847.51K

Dec 31, 25

+245.94K

0.19%

NICOLET ADVISORY SERVICES, LLC

585.07K

Dec 31, 25

-953.38K

0.13%

Quent Long Short Global Small Cap Fund, LP

99.31K

Dec 31, 25

+99.31K

0.02%

MERITAGE PORTFOLIO MANAGEMENT

98.31K

Dec 31, 25

-2.80K

0.02%

COMERICA BANK

63.24K

Dec 31, 25

+2.73K

0.01%

FineMark National Bank & Trust

10.34K

Dec 31, 25

-1.02K

0.00%

Vantage Financial Partners, LLC

8.39K

Dec 31, 25

0.00%

Alpha Cubed Investments, LLC

7.76K

Dec 31, 25

+2.65K

0.00%

Pandora Wealth, Inc.

6.43K

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

5.86K

Dec 31, 25

-44

0.00%

VANGUARD GROUP INC

4.89K

Dec 31, 25

+116

0.00%

AIFG Consultants Ltd.

3.37K

Dec 31, 25

-316

0.00%

MGB Wealth Management, LLC

3.32K

Dec 31, 25

+628

0.00%

GPS Wealth Strategies Group, LLC

2.57K

Dec 31, 25

-51.78K

0.00%

ORG Partners LLC

1.05K

Dec 31, 25

+35

0.00%

New Millennium Group LLC

274

Dec 31, 25

+274

0.00%

PROVIDA PENSION FUND ADMINISTRATOR

225

Dec 31, 25

0.00%

Ransom Advisory, Ltd

Dec 31, 25

+50

0.00%

WFA Asset Management Corp

234.08K

Sep 30, 25

-11.61K

0.05%

Shilanski & Associates, Inc.

111.32K

Sep 30, 25

+727

0.02%

Promus Capital, LLC

107.24K

Sep 30, 25

+7.58K

0.02%

Obsidian Personal Planning Solutions LLC

102.33K

Sep 30, 25

+2.48K

0.02%

Bristlecone Advisors, LLC

81.59K

Sep 30, 25

+7.05K

0.02%

Moloney Securities Asset Management, LLC

54.13K

Sep 30, 25

-1.44K

0.01%

EWG Elevate Inc.

44.97K

Sep 30, 25

+41.66K

0.01%

SYNOVUS FINANCIAL CORP

23.14K

Sep 30, 25

-267

0.01%

Hutchinson Financial Advisors, INC

14.11K

Sep 30, 25

-199

0.00%

Guerra Advisors Inc

8.32K

Sep 30, 25

+1.80K

0.00%

Glenmede Investment Management, LP

6.95K

Sep 30, 25

0.00%

Lion Street Advisors, LLC

6.60K

Sep 30, 25

+2.89K

0.00%

Siligmueller & Norvid Wealth Advisors LLC

5.24K

Sep 30, 25

-34.14K

0.00%

New Century Financial Group, LLC

4.65K

Sep 30, 25

-1.23K

0.00%

FIRST NATIONAL CORP /MA/ /ADV

3.12K

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

3.06K

Sep 30, 25

-96

0.00%

Lowe Wealth Advisors, LLC

1.03K

Sep 30, 25

-46

0.00%

Pineridge Advisors LLC

401

Sep 30, 25

-5

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+25

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-208

Financial Advocates Investment Management

Sep 30, 25

-104.58K

L.M. KOHN & COMPANY

Sep 30, 25

-16.62K

Good Life Advisors, LLC

485.37K

Jun 30, 25

-2.02K

0.11%

Money Design Co.,Ltd.

334.27K

Jun 30, 25

+995

0.08%

Atria Wealth Solutions, Inc.

208.62K

Jun 30, 25

-71.37K

0.05%

AVANTAX ADVISORY SERVICES, INC.

125.51K

Jun 30, 25

+2.23K

0.03%

Northeast Financial Consultants Inc

97.40K

Jun 30, 25

0.02%

Graypoint LLC

74.99K

Jun 30, 25

-1.47K

0.02%

Wambolt & Associates, LLC

48.28K

Jun 30, 25

-918

0.01%

Priebe Wealth Holdings LLC

37.59K

Jun 30, 25

-50.75K

0.01%

HICKORY ASSET MANAGEMENT, INC.

33.33K

Jun 30, 25

-479

0.01%

Scott Marsh Financial, LLC

18.67K

Jun 30, 25

+18.67K

0.00%

SUMMIT INVESTMENT ADVISORS, INC.

17.71K

Jun 30, 25

-67

0.00%

Tyler-Stone Wealth Management

17.21K

Jun 30, 25

+474

0.00%

Better Money Decisions, LLC

15.23K

Jun 30, 25

+21

0.00%

Congress Wealth Management LLC / DE /

14.56K

Jun 30, 25

+464

0.00%

CHURCHILL MANAGEMENT Corp

14.21K

Jun 30, 25

+675

0.00%

First Horizon Advisors, Inc.

14.20K

Jun 30, 25

+1.70K

0.00%

Iron Horse Wealth Management, LLC

7.97K

Jun 30, 25

-116

0.00%

Smith Anglin Financial, LLC

7.35K

Jun 30, 25

-774

0.00%

NBW CAPITAL LLC

5.51K

Jun 30, 25

-1.49K

0.00%

DOHJ, LLC

4.17K

Jun 30, 25

-253

0.00%

J. W. Coons Advisors, LLC

3.82K

Jun 30, 25

0.00%

Summit X, LLC

2.84K

Jun 30, 25

+17

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

772

Jun 30, 25

+772

0.00%

Christopher J. Hasenberg, Inc

Jun 30, 25

+20

0.00%

Centricity Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-38

Lane & Associates LLC

158.50K

Mar 31, 25

+10.20K

0.04%

Transform Wealth, LLC

70.09K

Mar 31, 25

-2.33K

0.02%

Sabal Trust CO

69.86K

Mar 31, 25

0.02%

Orion Portfolio Solutions, LLC

69.14K

Mar 31, 25

-1.38M

0.02%

Safeguard Financial, LLC

21.76K

Mar 31, 25

-282

0.00%

Sandy Spring Bank

12.46K

Mar 31, 25

+100

0.00%

Callan Capital, LLC

12.28K

Mar 31, 25

+12.28K

0.00%

Sheaff Brock Investment Advisors, LLC

9.18K

Mar 31, 25

+418

0.00%

Schechter Investment Advisors, LLC

9.05K

Mar 31, 25

-3.05K

0.00%

Cable Hill Partners, LLC

6.97K

Mar 31, 25

0.00%

Delta Financial Group, Inc.

5.83K

Mar 31, 25

0.00%

Bremer Bank National Association

5.51K

Mar 31, 25

+67

0.00%

Keeley-Teton Advisors, LLC

3.75K

Mar 31, 25

0.00%

Proquility Private Wealth Partners, LLC

3.67K

Mar 31, 25

0.00%

Coordinated Financial Services, Inc./CO

3.35K

Mar 31, 25

+3.35K

0.00%

Spectrum Wealth Counsel, LLC

2.29K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

651

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

Executive Wealth Management, LLC

396.69K

Dec 31, 24

-7.68K

0.09%

Householder Group Estate & Retirement Specialist, LLC

30.00K

Dec 31, 24

-23.82K

0.01%

Private Portfolio Partners LLC

25.06K

Dec 31, 24

+307

0.01%

Edge Capital Group, LLC

23.85K

Dec 31, 24

+762

0.01%

WMS Partners, LLC

15.00K

Dec 31, 24

0.00%

TrinityPoint Wealth, LLC

10.37K

Dec 31, 24

+1.25K

0.00%

RE Dickinson Investment Advisors, LLC

3.50K

Dec 31, 24

+86

0.00%

AlphaMark Advisors, LLC

3.47K

Dec 31, 24

+141

0.00%

Bison Wealth, LLC

3.10K

Dec 31, 24

-118

0.00%

Tallon Kerry Patrick

3.05K

Dec 31, 24

+3.05K

0.00%

Cassady Schiller Wealth Management, LLC

1.46K

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

505

Dec 31, 24

+505

0.00%

Sanctuary Wealth Management, L.L.C.

322

Dec 31, 24

0.00%

WR Wealth Planners, LLC

106

Dec 31, 24

0.00%

Merriman Wealth Management, LLC

Dec 31, 24

-3.02K

Fernwood Investment Management, LLC

Dec 31, 24

-14.46K

Raymond James Financial Services Advisors, Inc.

2.65M

Sep 30, 24

+116.20K

0.59%

RAYMOND JAMES & ASSOCIATES

716.40K

Sep 30, 24

+9.85K

0.16%

Financial Planning & Information Services, Inc.

649.82K

Sep 30, 24

+47.14K

0.15%

Edmonds Duncan Registered Investment Advisors, LLC

389.07K

Sep 30, 24

+20.70K

0.09%

Alera Investment Advisors, LLC

335.10K

Sep 30, 24

-37.02K

0.08%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

319.33K

Sep 30, 24

+13.65K

0.07%

9258 Wealth Management, LLC

300.39K

Sep 30, 24

-3.31K

0.07%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

197.60K

Sep 30, 24

-5.06K

0.04%

Planning Capital Management Corp

93.45K

Sep 30, 24

+3.56K

0.02%

Platte River Wealth Advisors, LLC

26.86K

Sep 30, 24

+525

0.01%

Axiom Advisory, LLC

15.94K

Sep 30, 24

+277

0.00%

LWMG, LLC

9.86K

Sep 30, 24

0.00%

Diversified, LLC

8.17K

Sep 30, 24

-58

0.00%

SpiderRock Advisors, LLC

5.56K

Sep 30, 24

+5.56K

0.00%

Carmichael Hill & Associates, Inc.

4.83K

Sep 30, 24

+3.74K

0.00%

RAYMOND JAMES TRUST N.A.

4.72K

Sep 30, 24

-41

0.00%

CONCENTRIC WEALTH MANAGEMENT, LLC

3.86K

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

3.43K

Sep 30, 24

-3

0.00%

FinTrust Capital Advisors, LLC

3.15K

Sep 30, 24

+260

0.00%

ETFIDEA, LLC

2.92K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

2.05K

Sep 30, 24

+2.05K

0.00%

Halpern Financial, Inc.

878

Sep 30, 24

+63

0.00%

Family Asset Management, LLC

649

Sep 30, 24

+30

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

301.65K

Jun 30, 24

+12.87K

0.07%

Arden Trust Co

271.69K

Jun 30, 24

-7.60K

0.06%

Levy Wealth Management Group, LLC

140.20K

Jun 30, 24

-4.39K

0.03%

GIRARD PARTNERS LTD.

60.53K

Jun 30, 24

+317

0.01%

Epic Trust Investment Advisors, LLC

38.37K

Jun 30, 24

-351

0.01%

Coombe, Bender & Co LLC

22.77K

Jun 30, 24

-223

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

14.65K

Jun 30, 24

-1.22K

0.00%

ICA Group Wealth Management, LLC

13.72K

Jun 30, 24

-83.08K

0.00%

Spotlight Asset Group, Inc.

7.78K

Jun 30, 24

0.00%

Private Ocean, LLC

5.64K

Jun 30, 24

+3.47K

0.00%

Solano Wealth Management, Inc.

3.08K

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

271

Jun 30, 24

0.00%

BlackRock Inc.

Jun 30, 24

+69

0.00%

Cetera Advisor Networks LLC

1.43M

Mar 31, 24

+92.56K

0.32%

Cetera Advisors LLC

358.21K

Mar 31, 24

+284.06K

0.08%

Connectus Wealth, LLC

82.90K

Mar 31, 24

-3.01K

0.02%

Coppell Advisory Solutions Corp.

39.07K

Mar 31, 24

+39.07K

0.01%

Grey Street Capital, LLC

21.79K

Mar 31, 24

+21.79K

0.00%

FirstPurpose Wealth LLC

12.37K

Mar 31, 24

+118

0.00%

InterOcean Capital Group, LLC

11.22K

Mar 31, 24

0.00%

Benedetti & Gucer, Inc.

5.22K

Mar 31, 24

-309

0.00%

Van Leeuwen & Company, LLC

3.60K

Mar 31, 24

-427

0.00%

CAMBRIDGE TRUST CO

1.95K

Mar 31, 24

0.00%

Retirement Group, LLC

500

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-1.90K

Bridgeworth, LLC

1.59M

Dec 31, 23

-20.61K

0.36%

DFPG INVESTMENTS, LLC

204.55K

Dec 31, 23

+12.17K

0.05%

StrategIQ Financial Group, LLC

169.17K

Dec 31, 23

+7.36K

0.04%

First Ascent Asset Management, LLC

75.21K

Dec 31, 23

+5.42K

0.02%

Rollins Financial

65.77K

Dec 31, 23

-7.25K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

17.94K

Dec 31, 23

+17.94K

0.00%

Simplicity Solutions, LLC

17.13K

Dec 31, 23

+2.98K

0.00%

WADE G W & INC

16.34K

Dec 31, 23

+3.40K

0.00%

Baystate Wealth Management LLC

194

Dec 31, 23

+132

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

113

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

671.76K

Sep 30, 23

+55.91K

0.15%

DESTINY CAPITAL SECURITIES CORPORATION

329.34K

Sep 30, 23

+329.34K

0.07%

Truadvice, LLC

71.88K

Sep 30, 23

-34.83K

0.02%

COLONY GROUP LLC

24.10K

Sep 30, 23

+945

0.01%

Windsor Group LTD

17.56K

Sep 30, 23

-147

0.00%

PATHSTONE FAMILY OFFICE, LLC

15.31K

Sep 30, 23

+11.82K

0.00%

Column Capital Advisors, LLC

4.91K

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-23.45K

Ergoteles LLC

Sep 30, 23

-53.34K

PFS INVESTMENTS INC.

2.26M

Jun 30, 23

+194.38K

0.51%

TIAA, FSB

1.27M

Jun 30, 23

+211.32K

0.29%

First Command Financial Services, Inc.

949.90K

Jun 30, 23

+183.70K

0.21%

First Command Bank

949.90K

Jun 30, 23

+183.70K

0.21%

NEIRG Wealth Management, LLC

93.41K

Jun 30, 23

-42.95K

0.02%

Veritable, L.P.

43.17K

Jun 30, 23

-555

0.01%

Vigilant Capital Management, LLC

13.00K

Jun 30, 23

0.00%

Intercontinental Wealth Advisors, LLC

7.32K

Jun 30, 23

-350

0.00%

AJ WEALTH STRATEGIES, LLC

7.21K

Jun 30, 23

0.00%

Wealth Enhancement & Preservation of GA, LLC

4.20K

Jun 30, 23

+4.20K

0.00%

Fullen Financial Group

43.40K

Mar 31, 23

+140

0.01%

Parsec Financial Management, Inc.

43.06K

Mar 31, 23

-1.75K

0.01%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

23.24K

Mar 31, 23

-1.52K

0.01%

COMPASS FINANCIAL ADVISORS LLC

19.88K

Mar 31, 23

+1.76K

0.00%

Catalyst Wealth Management, LLC

10.40K

Mar 31, 23

-269

0.00%

Ford Financial Group, LLC

6.93K

Mar 31, 23

-470.76K

0.00%

Clear Perspectives Financial Planning, LLC

1.10K

Mar 31, 23

0.00%

REFRAME WEALTH, LLC

1.21M

Dec 31, 22

+1.21M

0.27%

Capital Directions Investment Advisors, LLC

1.21M

Dec 31, 22

+1.21M

0.27%

ZEKE CAPITAL ADVISORS, LLC

217.81K

Dec 31, 22

+217.81K

0.05%

Laurel Wealth Advisors, Inc.

68.92K

Dec 31, 22

+8.57K

0.02%

TRUSTCORE FINANCIAL SERVICES, LLC

55.03K

Dec 31, 22

+44.47K

0.01%

Momentum Advisors, LLC

50.62K

Dec 31, 22

-9.72K

0.01%

Foresight Wealth Management, LLC

20.12K

Dec 31, 22

-174.79K

0.00%

Harrison & Co Wealth Management, LLC

10.22K

Dec 31, 22

+1.93K

0.00%

Equius Partners, Inc.

5.34K

Dec 31, 22

0.00%

Newman & Schimel, LLC

4.58K

Dec 31, 22

+13

0.00%

Personal Capital Advisors Corp

4.06K

Dec 31, 22

+4.06K

0.00%

Integrity Advisory, LLC

Dec 31, 22

-71.42K

RGT Wealth Advisors, LLC

979.32K

Sep 30, 22

+147.06K

0.22%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

463.98K

Sep 30, 22

+23.43K

0.10%

Doyle Wealth Management

362.57K

Sep 30, 22

+21.61K

0.08%

55I, LLC

223.12K

Sep 30, 22

-281.01K

0.05%

American Portfolios Advisors

40.53K

Sep 30, 22

+8.13K

0.01%

BALASA DINVERNO & FOLTZ LLC

39.25K

Sep 30, 22

+7.08K

0.01%

KARLINSKI ANDREW C

27.42K

Sep 30, 22

-14.08K

0.01%

REGENTATLANTIC CAPITAL LLC

18.75K

Sep 30, 22

-882

0.00%

H. L. Ormond & Company, LLC

10.16K

Sep 30, 22

-30

0.00%

Kingsbury Capital Investment Advisors LLC

7.64K

Sep 30, 22

-287

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

7.44K

Sep 30, 22

+3.57K

0.00%

ACG Wealth

6.60K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

3.00K

Sep 30, 22

+737

0.00%

Spectrum Management Group, LLC

2.00K

Sep 30, 22

0.00%

Covington Capital Management

165

Sep 30, 22

-80

0.00%

Karp Capital Management Corp

Sep 30, 22

-8.30K

Altium Wealth Management LLC

444.94K

Jun 30, 22

-59.87K

0.10%

Farmer Steven Patrick

206.22K

Jun 30, 22

+206.22K

0.05%

Pinnacle Private Wealth, LLC

26.96K

Jun 30, 22

-498

0.01%

TRH Financial, LLC

11.50K

Jun 30, 22

-1.71K

0.00%

BT Wealth Management LLC

8.89K

Jun 30, 22

-2.81K

0.00%

Lake Point Wealth Management

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-1.79K

Bruderman Asset Management, LLC

Jun 30, 22

-4.59K

People's United Financial, Inc.

338.56K

Mar 31, 22

-54.87K

0.08%

Personal Wealth Partners

83.84K

Mar 31, 22

+28.94K

0.02%

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

58.80K

Mar 31, 22

-91.88K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

17.85K

Mar 31, 22

+6.29K

0.00%

Permit Capital Advisors, LLC

9.23K

Mar 31, 22

+9.23K

0.00%

Freedman Financial Associates, Inc.

3.00K

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

234

Mar 31, 22

0.00%

IndexIQ Advisors LLC

Mar 31, 22

-5

Azimuth Capital Management LLC

Mar 31, 22

-14.90K

Resource Management, LLC

163.82K

Dec 31, 21

+9.38K

0.04%

NEXT Financial Group, Inc

54.20K

Dec 31, 21

+6.72K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

47.05K

Dec 31, 21

+1.22K

0.01%

Investors Financial Group, LLC

15.97K

Dec 31, 21

+462

0.00%

Mosaic Family Wealth, LLC

12.76K

Dec 31, 21

-13.23K

0.00%

REILLY FINANCIAL ADVISORS, LLC

10.76K

Dec 31, 21

-1.56K

0.00%

FundX Investment Group, LLC

8.64K

Dec 31, 21

-4.63K

0.00%

Clear Perspective Advisors, LLC

5.82K

Dec 31, 21

+65

0.00%

Paradigm Financial Advisors, LLC

4.61K

Dec 31, 21

0.00%

Johanson Financial Advisors, Inc.

2.89K

Dec 31, 21

+2.89K

0.00%

Carroll Financial Associates, Inc.

450

Dec 31, 21

-3

0.00%

Homrich & Berg

2.55M

Sep 30, 21

+241.76K

0.57%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

286.10K

Sep 30, 21

+10.42K

0.06%

MANAGED ACCOUNT SERVICES INC

282.09K

Sep 30, 21

-33.75K

0.06%

Ameritas Investment Company, LLC

166.98K

Sep 30, 21

+129.41K

0.04%

New England Investment & Retirement Group, Inc.

119.53K

Sep 30, 21

+8.54K

0.03%

Newport Wealth Strategies, Inc.

28.13K

Sep 30, 21

0.01%

Harborview Advisors, LLC

24.88K

Sep 30, 21

-859

0.01%

Alexandria Capital, LLC

20.04K

Sep 30, 21

+88

0.00%

Covenant Multifamily Offices, LLC

7.68K

Sep 30, 21

+51

0.00%

Cascadia Advisory Services, LLC

6.33K

Sep 30, 21

+76

0.00%

Financial Consulate Inc.

272.49K

Jun 30, 21

+272.49K

0.06%

FormulaFolio Investments, LLC

180.06K

Jun 30, 21

-16.27K

0.04%

USCA RIA LLC

168.27K

Jun 30, 21

+8.62K

0.04%

20/20 Capital Management, Inc.

162.25K

Jun 30, 21

+12.81K

0.04%

Novak Financial Planning, LLC

26.98K

Jun 30, 21

+22.41K

0.01%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

3.67K

Mar 31, 21

0.00%

Shone Asset Management LLC

359.97K

Dec 31, 20

+6.14K

0.08%

ROWLAND CARMICHAEL ADVISORS INC /ADV

24.97K

Dec 31, 20

-454

0.01%

Blue Sky Asset Management, LLC

12.50K

Dec 31, 20

-14.96K

0.00%

Reby Advisors, LLC

3.13K

Dec 31, 20

+3.13K

0.00%

First Allied Advisory Services, Inc.

79.54K

Sep 30, 20

-17.34K

0.02%

FCG ADVISORS, LLC

13.85K

Sep 30, 20

+13.85K

0.00%

LifePlan Financial Group, Inc

10.89K

Sep 30, 20

-452

0.00%

Kavar Capital Partners, LLC

9.02K

Sep 30, 20

-1.94K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

6.96K

Sep 30, 20

0.00%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

6.76K

Sep 30, 20

0.00%

Lucia Wealth Services, LLC

4.61K

Sep 30, 20

0.00%

Starfire Investment Advisers, Inc.

183.71K

Jun 30, 20

-308

0.04%

TRADITION ASSET MANAGEMENT LLC

150.98K

Jun 30, 20

+52.13K

0.03%

InterOcean Capital, LLC

13.20K

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

0.00%

Squar Milner Financial Services LLC

206.04K

Mar 31, 20

-66.61K

0.05%

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

0.00%

BOYS ARNOLD & CO INC

Mar 31, 20

-4.80K

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.04M

Dec 31, 19

+16.07K

0.23%

Advisor Group, Inc.

1.00M

Dec 31, 19

-34.10K

0.22%

Beacon Pointe Wealth Advisors, LLC

5.19K

Dec 31, 19

+5.19K

0.00%

Chessman Wealth Strategies RIA

Dec 31, 19

-6.13K

SUNTRUST BANKS INC

323.82K

Sep 30, 19

+3.87K

0.07%

Wealth & Pension Services Group, Inc.

60.41K

Sep 30, 19

+2.40K

0.01%

BB&T SECURITIES, LLC

40.70K

Sep 30, 19

-4.38K

0.01%

Julex Capital Management, LLC

253

Sep 30, 19

+139

0.00%

Planning Solutions Group LLC

5.85K

Jun 30, 19

+5.85K

0.00%

WealthTrust Fairport, LLC

94.13K

Mar 31, 19

+22.67K

0.02%

TRADITION CAPITAL MANAGEMENT LLC

50.88K

Mar 31, 19

+21.04K

0.01%

BKS ADVISORS, LLC

6.55K

Mar 31, 19

-97

0.00%

NEXT Financial Holdings

769

Mar 31, 19

+769

0.00%

Delta Dental Plan of Michigan, Inc.

662.13K

Jun 30, 18

-10.03K

0.15%

Allegis Investment Advisors, LLC

645.31K

Mar 31, 18

+105.46K

0.14%

IFC Holdings Incorporated/FL

90.04K

Dec 31, 17

+67.70K

0.02%

AURORA FINANCIAL ADVISORS, LLC

36.47K

Dec 31, 17

+36.47K

0.01%

BB&T INVESTMENT SERVICES, INC.

216

Dec 31, 17

+216

0.00%

WealthShield, LLC

Dec 31, 17

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-4.53K

Commonwealth Equity Services, Inc

161.72K

Jun 30, 17

+9.02K

0.04%

1st Global Advisors, Inc.

2.57K

Jun 30, 17

0.00%

MSI Financial Services Inc

19.85K

Dec 31, 16

+3.87K

0.00%

SOCIETE GENERALE

2.49K

Jun 30, 16

+2.49K

0.00%

Carnick & Kubik, LLC

13.29K

Mar 31, 16

+13.29K

0.00%

ATHERTON LANE ADVISERS, LLC

10.96K

Dec 31, 15

-160

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.48K

Jun 30, 15

+7.51K

0.00%

FIDUCIARY SERVICES CORP/GA

3.42K

Mar 31, 15

+578

0.00%

NEW ENGLAND SECURITIES CORP /MA/

817

Dec 31, 14

0.00%

Placemark Investments, Inc.

Dec 31, 14

-4.95K

UBS AG

66.27K

Sep 30, 14

+32.29K

0.01%

First Allied Securities, Inc.

3.85K

Jun 30, 12

0.00%