State Street SPDR Portfolio S&P 500 Value ETF(SPYV)

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State Street SPDR Portfolio S&P 500 Value ETF(SPYV)

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$63.68—

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SPYV(SPYV)

SPYV

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Holder

Date

Change

% Held

Financial Engines Advisors L.L.C.

82.94M

Jun 30, 26

+1.53M

14.23%

LPL Financial LLC

52.01M

Jun 30, 26

+524.94K

8.92%

GOLDMAN SACHS GROUP INC

23.18M

Jun 30, 26

+350.75K

3.98%

Allworth Financial LP

18.48M

Jun 30, 26

-1.29M

3.17%

BANK OF AMERICA CORP /DE/

17.49M

Jun 30, 26

+10.25M

3.00%

MORGAN STANLEY

9.71M

Jun 30, 26

+338.12K

1.67%

Valmark Advisers, Inc.

9.26M

Jun 30, 26

+264.85K

1.59%

AMERIPRISE FINANCIAL INC

7.58M

Jun 30, 26

+275.23K

1.30%

RAYMOND JAMES FINANCIAL INC

6.98M

Jun 30, 26

+576.56K

1.20%

JPMORGAN CHASE & CO

6.60M

Jun 30, 26

-305.83K

1.13%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

6.31M

Jun 30, 26

+5.98M

1.08%

Willis Johnson & Associates, Inc.

6.25M

Jun 30, 26

+185.29K

1.07%

UBS Group AG

6.10M

Jun 30, 26

-58.81K

1.05%

Equitable Holdings, Inc.

5.26M

Jun 30, 26

+363.89K

0.90%

Advisory Alpha, LLC

4.94M

Jun 30, 26

-6.83K

0.85%

NorthRock Partners, LLC

4.89M

Jun 30, 26

+303.37K

0.84%

ROYAL BANK OF CANADA

4.88M

Jun 30, 26

+581.88K

0.84%

Connecticut Wealth Management, LLC

4.67M

Jun 30, 26

+371.29K

0.80%

VANTAGEPOINT INVESTMENT ADVISERS LLC

4.30M

Jun 30, 26

-24.85K

0.74%

ENVESTNET ASSET MANAGEMENT INC

4.30M

Jun 30, 26

-501.96K

0.74%

Cetera Investment Advisers

4.19M

Jun 30, 26

-19.64K

0.72%

Dynasty Wealth Management, LLC

4.08M

Jun 30, 26

+111.55K

0.70%

Quotient Wealth Partners, LLC

3.94M

Jun 30, 26

+99.05K

0.68%

Cerity Partners LLC

3.66M

Jun 30, 26

+62.14K

0.63%

AE Wealth Management LLC

3.58M

Jun 30, 26

-3.61K

0.61%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

3.50M

Jun 30, 26

-219.49K

0.60%

HighTower Advisors, LLC

3.21M

Jun 30, 26

+130.53K

0.55%

STIFEL FINANCIAL CORP

3.14M

Jun 30, 26

+481.69K

0.54%

Private Advisor Group, LLC

3.05M

Jun 30, 26

+287.60K

0.52%

Horizon Investments, LLC

3.05M

Jun 30, 26

-2.28M

0.52%

ADVISOR GROUP HOLDINGS, INC.

2.96M

Jun 30, 26

+237.38K

0.51%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.83M

Jun 30, 26

+11.52K

0.49%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.82M

Jun 30, 26

+200.48K

0.48%

Diversify Advisory Services, LLC

2.82M

Jun 30, 26

+2.82M

0.48%

Octavia Wealth Advisors, LLC

2.82M

Jun 30, 26

+95.62K

0.48%

Gerber Kawasaki Wealth & Investment Management

2.69M

Jun 30, 26

+140.66K

0.46%

Lutz Financial Services LLC

2.50M

Jun 30, 26

+62.16K

0.43%

BENJAMIN EDWARDS INC

2.38M

Jun 30, 26

+394.14K

0.41%

JONES FINANCIAL COMPANIES LLLP

2.37M

Jun 30, 26

+890.50K

0.41%

WELLS FARGO & COMPANY/MN

2.35M

Jun 30, 26

+197.52K

0.40%

ANGELES WEALTH MANAGEMENT, LLC

2.31M

Jun 30, 26

+113.07K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

2.17M

Jun 30, 26

+483.21K

0.37%

Betterment LLC

2.16M

Jun 30, 26

-88.62K

0.37%

Integrated Wealth Concepts LLC

2.04M

Jun 30, 26

+553.49K

0.35%

AlphaStar Capital Management, LLC

2.03M

Jun 30, 26

+80.48K

0.35%

Magnus Financial Group LLC

1.93M

Jun 30, 26

+93.49K

0.33%

OLD NATIONAL BANCORP /IN/

1.92M

Jun 30, 26

-19.39K

0.33%

FIRST NATIONAL TRUST CO

1.90M

Jun 30, 26

-5.41K

0.33%

NICOLET BANKSHARES INC

1.88M

Jun 30, 26

-1.34K

0.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.87M

Jun 30, 26

-287.26K

0.32%

IHT Wealth Management, LLC

1.83M

Jun 30, 26

+181.68K

0.31%

Bell Bank

1.69M

Jun 30, 26

-58.67K

0.29%

Mariner, LLC

1.56M

Jun 30, 26

-530.71K

0.27%

FOUNDERS FINANCIAL SECURITIES LLC

1.53M

Jun 30, 26

+74.88K

0.26%

SIMON QUICK ADVISORS, LLC

1.52M

Jun 30, 26

-5.88K

0.26%

EXCHANGE TRADED CONCEPTS, LLC

1.49M

Jun 30, 26

+188.48K

0.26%

MML INVESTORS SERVICES, LLC

1.49M

Jun 30, 26

+283.09K

0.25%

Dakota Wealth Management

1.37M

Jun 30, 26

+221.69K

0.23%

KWB Wealth

1.37M

Jun 30, 26

-262.27K

0.23%

FLAGSHIP HARBOR ADVISORS, LLC

1.34M

Jun 30, 26

+35.59K

0.23%

Convergence Financial, LLC

1.21M

Jun 30, 26

-390.32K

0.21%

Klingman & Associates, LLC

1.17M

Jun 30, 26

+19

0.20%

FLPUTNAM INVESTMENT MANAGEMENT CO

1.10M

Jun 30, 26

-5.06K

0.19%

71 West Capital Partners

1.07M

Jun 30, 26

-6.54K

0.18%

FMR LLC

1.05M

Jun 30, 26

+5.87K

0.18%

CONFLUENCE INVESTMENT MANAGEMENT LLC

1.05M

Jun 30, 26

+256.85K

0.18%

Summit Financial, LLC

1.02M

Jun 30, 26

+59.15K

0.18%

Waverly Advisors, LLC

996.74K

Jun 30, 26

+151.02K

0.17%

Whitcomb & Hess, Inc.

991.67K

Jun 30, 26

+27.68K

0.17%

N.E.W. Advisory Services LLC

977.11K

Jun 30, 26

-11.37K

0.17%

TSFG, LLC

932.63K

Jun 30, 26

+152.66K

0.16%

PRUDENTIAL FINANCIAL INC

904.96K

Jun 30, 26

+379.17K

0.16%

CGN Advisors LLC

859.84K

Jun 30, 26

-19.33K

0.15%

COURIER CAPITAL LLC

849.80K

Jun 30, 26

+65.35K

0.15%

Cambridge Investment Research Advisors, Inc.

849.24K

Jun 30, 26

+36.57K

0.15%

MONECO Advisors, LLC

846.81K

Jun 30, 26

+103.20K

0.15%

Janney Montgomery Scott LLC

843.54K

Jun 30, 26

+309.28K

0.14%

Leicht Financial Planning & Wealth Management, Inc.

830.43K

Jun 30, 26

+9.55K

0.14%

BALANCED WEALTH GROUP LLC

827.69K

Jun 30, 26

+16.28K

0.14%

Perennial Investment Advisors, LLC

813.15K

Jun 30, 26

-28.75K

0.14%

CI Private Wealth, LLC

797.01K

Jun 30, 26

-236.44K

0.14%

Facet Wealth, Inc.

793.44K

Jun 30, 26

-87.90K

0.14%

ARROW FINANCIAL CORP

770.38K

Jun 30, 26

-10.95K

0.13%

Mount Yale Investment Advisors, LLC

767.08K

Jun 30, 26

+767.08K

0.13%

Tennessee Valley Asset Management Partners

764.28K

Jun 30, 26

+14.14K

0.13%

NOTTINGHAM ADVISORS, INC.

747.96K

Jun 30, 26

-120.64K

0.13%

Creative Planning

739.44K

Jun 30, 26

+43.64K

0.13%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

739.29K

Jun 30, 26

+537

0.13%

CoreCap Advisors, LLC

715.81K

Jun 30, 26

-479.67K

0.12%

ERn Financial, LLC

712.57K

Jun 30, 26

+14.06K

0.12%

Ohio National Investments, Inc.

712.00K

Jun 30, 26

0.12%

VICUS CAPITAL

705.22K

Jun 30, 26

-6.40K

0.12%

Accredited Investors Inc.

701.72K

Jun 30, 26

-21.33K

0.12%

Higgins & Schmidt Wealth Strategies LLC

677.78K

Jun 30, 26

+37.93K

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

668.84K

Jun 30, 26

+47.31K

0.11%

Alta Wealth Advisors LLC

656.07K

Jun 30, 26

+14.36K

0.11%

Pinnacle Wealth Planning Services, Inc.

626.74K

Jun 30, 26

+6.63K

0.11%

THRIVENT FINANCIAL FOR LUTHERANS

606.03K

Jun 30, 26

-63.74K

0.10%

Geneos Wealth Management Inc.

591.30K

Jun 30, 26

+81

0.10%

Gladstone Institutional Advisory LLC

590.73K

Jun 30, 26

-86.73K

0.10%

WALLER FINANCIAL PLANNING GROUP, INC

577.79K

Jun 30, 26

-18.13K

0.10%

NORTHERN TRUST CORP

575.52K

Jun 30, 26

+3.02K

0.10%

McNamara Financial Services, Inc.

573.16K

Jun 30, 26

+5.35K

0.10%

HighPoint Advisor Group LLC

572.23K

Jun 30, 26

-16.74K

0.10%

Compton Financial Group, LLC

569.65K

Jun 30, 26

-516.56K

0.10%

NewEdge Advisors, LLC

565.80K

Jun 30, 26

+44.05K

0.10%

BRANDYWINE OAK PRIVATE WEALTH LLC

565.75K

Jun 30, 26

+5.58K

0.10%

FIFTH THIRD SECURITIES, INC.

560.27K

Jun 30, 26

+22.45K

0.10%

ERTS Wealth Advisors, LLC

552.95K

Jun 30, 26

+3.33K

0.09%

Shepherd Financial Partners LLC

552.00K

Jun 30, 26

-160.98K

0.09%

Navigation Group, LLC

544.68K

Jun 30, 26

+63

0.09%

Choice Wealth Advisors, LLC

544.55K

Jun 30, 26

+1.83K

0.09%

Kingsview Wealth Management, LLC

525.43K

Jun 30, 26

+71.01K

0.09%

BIP Wealth, LLC

520.29K

Jun 30, 26

+88.53K

0.09%

Avantax Planning Partners, Inc.

509.11K

Jun 30, 26

-35.79K

0.09%

Harbor Group, Inc.

500.83K

Jun 30, 26

+15.56K

0.09%

Leslie Global Wealth, LLC

498.63K

Jun 30, 26

+4.85K

0.09%

Fifth Third Wealth Advisors LLC

498.02K

Jun 30, 26

-5.88K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

494.46K

Jun 30, 26

+33.40K

0.08%

Michael S. Ryan, Inc.

493.64K

Jun 30, 26

+31.11K

0.08%

SkyOak Wealth, LLC

487.94K

Jun 30, 26

-31.12K

0.08%

Rodgers & Associates, LTD

487.76K

Jun 30, 26

-11.19K

0.08%

Hamilton Capital, LLC

483.63K

Jun 30, 26

-2.42K

0.08%

Savant Capital, LLC

466.82K

Jun 30, 26

+238.46K

0.08%

MGO ONE SEVEN LLC

464.87K

Jun 30, 26

+2.99K

0.08%

First Heartland Consultants, Inc.

463.49K

Jun 30, 26

+44.68K

0.08%

MBE Wealth Management, LLC

459.72K

Jun 30, 26

+9.39K

0.08%

Wealth Advisors of Iowa, LLC

456.13K

Jun 30, 26

+41.12K

0.08%

RIVERSEDGE ADVISORS, LLC

455.54K

Jun 30, 26

-2.84K

0.08%

MCF Advisors LLC

453.39K

Jun 30, 26

+445.19K

0.08%

TRUIST FINANCIAL CORP

447.66K

Jun 30, 26

-8.81K

0.08%

Baird Financial Group, Inc.

446.19K

Jun 30, 26

+1.35K

0.08%

CarsonAllaria Wealth Management, Ltd.

443.53K

Jun 30, 26

+20.84K

0.08%

SilverOak Wealth Management LLC

430.51K

Jun 30, 26

+13.56K

0.07%

Global Retirement Partners, LLC

425.50K

Jun 30, 26

+425.50K

0.07%

Provenance Wealth Advisors, LLC

425.31K

Jun 30, 26

-2.00K

0.07%

Strategic Financial Partners, Ltd.

413.62K

Jun 30, 26

+45.72K

0.07%

Concurrent Investment Advisors, LLC

412.98K

Jun 30, 26

-8.81K

0.07%

ARMSTRONG ADVISORY GROUP, INC

403.95K

Jun 30, 26

+79.88K

0.07%

GRANVILLE CAPITAL, INC.

402.15K

Jun 30, 26

+13.74K

0.07%

ABOUND FINANCIAL, LLC

400.41K

Jun 30, 26

-1.22K

0.07%

Stonebrook Private Inc.

397.04K

Jun 30, 26

-17.93K

0.07%

Scarborough Advisors, LLC

390.18K

Jun 30, 26

-70.03K

0.07%

VISIONARY HORIZONS, LLC

389.84K

Jun 30, 26

+1.03K

0.07%

Western Wealth Management, LLC

388.13K

Jun 30, 26

-91.68K

0.07%

TPG Financial Advisors, LLC

387.81K

Jun 30, 26

+9.95K

0.07%

Stratos Wealth Partners, LTD.

387.41K

Jun 30, 26

+15.05K

0.07%

CIBC Bancorp USA Inc.

385.29K

Jun 30, 26

+3.39K

0.07%

Kestra Advisory Services, LLC

382.76K

Jun 30, 26

+108.67K

0.07%

Cardinal Strategic Wealth Guidance

382.30K

Jun 30, 26

+43.98K

0.07%

FIFTH THIRD BANCORP

381.93K

Jun 30, 26

-12.41K

0.07%

Destiny Capital Corp/CO

371.79K

Jun 30, 26

+3.25K

0.06%

ALESCO ADVISORS LLC

369.87K

Jun 30, 26

-7.69K

0.06%

HSBC HOLDINGS PLC

361.67K

Jun 30, 26

+118.13K

0.06%

PARK AVENUE SECURITIES LLC

358.91K

Jun 30, 26

+35.01K

0.06%

1834 INVESTMENT ADVISORS CO

351.48K

Jun 30, 26

+48.08K

0.06%

Navalign, LLC

349.44K

Jun 30, 26

+3.97K

0.06%

Foguth Wealth Management, LLC.

348.04K

Jun 30, 26

+20.23K

0.06%

Ackerman Capital Advisors, LLC

343.55K

Jun 30, 26

-67.90K

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

338.84K

Jun 30, 26

-45.06K

0.06%

Windsor Capital Management, LLC

332.85K

Jun 30, 26

-1.64K

0.06%

HORIZON FINANCIAL SERVICES, LLC

332.49K

Jun 30, 26

+12.96K

0.06%

Collier Financial

330.68K

Jun 30, 26

+27.60K

0.06%

Ascent Group, LLC

326.75K

Jun 30, 26

-2.73K

0.06%

Pure Financial Advisors, LLC

325.69K

Jun 30, 26

-4.38K

0.06%

Freestate Advisors LLC

325.28K

Jun 30, 26

-9.84K

0.06%

CBM Financial, LLC

323.91K

Jun 30, 26

+5.18K

0.06%

TRUE BLUE FINANCIAL, LLC

322.94K

Jun 30, 26

+307.62K

0.06%

Northern Capital Management, Inc.

322.57K

Jun 30, 26

+11.69K

0.06%

POTENTIA WEALTH

317.15K

Jun 30, 26

-8.78K

0.05%

VERUS CAPITAL PARTNERS, LLC

316.14K

Jun 30, 26

+10.74K

0.05%

Clear Creek Financial Management, LLC

315.73K

Jun 30, 26

-13.01K

0.05%

ASSETMARK, INC

315.14K

Jun 30, 26

+11.58K

0.05%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

313.55K

Jun 30, 26

-326.24K

0.05%

Francis Financial, Inc.

308.27K

Jun 30, 26

+31.23K

0.05%

CX Institutional

307.90K

Jun 30, 26

+845

0.05%

Simplicity Wealth,LLC

301.94K

Jun 30, 26

+254.38K

0.05%

NOVEM GROUP

300.60K

Jun 30, 26

-38.65K

0.05%

Great Lakes Retirement, Inc.

299.76K

Jun 30, 26

+1.08K

0.05%

Symphony Financial, Ltd. Co.

295.93K

Jun 30, 26

+18.35K

0.05%

Sanctuary Advisors, LLC

293.44K

Jun 30, 26

-26.20K

0.05%

Retirement Planning Group

293.00K

Jun 30, 26

-27.01K

0.05%

Rockefeller Capital Management L.P.

291.28K

Jun 30, 26

+2.45K

0.05%

Tempo Wealth, LLC

288.65K

Jun 30, 26

-4.50K

0.05%

POWER WEALTH MANAGEMENT LLC

281.11K

Jun 30, 26

+8.65K

0.05%

AQR CAPITAL MANAGEMENT LLC

276.38K

Jun 30, 26

+45.29K

0.05%

Colony Group, LLC

275.29K

Jun 30, 26

+1.33K

0.05%

Probity Advisors, Inc.

275.18K

Jun 30, 26

-5.18K

0.05%

McAdam, LLC

271.48K

Jun 30, 26

-40.81K

0.05%

Valtinson Bruner Financial Planning LLC

265.95K

Jun 30, 26

+14.59K

0.05%

STEVENS CAPITAL PARTNERS

262.13K

Jun 30, 26

+89.41K

0.04%

Brookstone Capital Management

262.01K

Jun 30, 26

-17.83K

0.04%

STEPHENS INC /AR/

260.08K

Jun 30, 26

+6.27K

0.04%

Portside Wealth Group, LLC

255.96K

Jun 30, 26

+13.18K

0.04%

Meridian Wealth Management, LLC

255.70K

Jun 30, 26

+372

0.04%

Sargent Investment Group, LLC

250.61K

Jun 30, 26

-4.32K

0.04%

Hobart Private Capital, LLC

247.96K

Jun 30, 26

-61.73K

0.04%

IFG Advisory, LLC

242.65K

Jun 30, 26

+242.63K

0.04%

Legacy Financial Group LLC

239.48K

Jun 30, 26

-7.98K

0.04%

Millington Financial Advisors, LLC

235.32K

Jun 30, 26

+11.46K

0.04%

Cynosure Group, LLC

234.63K

Jun 30, 26

-11.53K

0.04%

GHP Investment Advisors, Inc.

233.18K

Jun 30, 26

+3.83K

0.04%

Optimist Retirement Group LLC

232.71K

Jun 30, 26

+671

0.04%

CAPTRUST FINANCIAL ADVISORS

231.89K

Jun 30, 26

+2.67K

0.04%

ALPHA CAPITAL ADVISORS INC /ADV

228.85K

Jun 30, 26

-5.56K

0.04%

Synergy Investment Management, LLC

228.36K

Jun 30, 26

+4.75K

0.04%

TME FINANCIAL, INC.

227.31K

Jun 30, 26

+125.88K

0.04%

Financial Council Asset Management Inc

227.02K

Jun 30, 26

+2.96K

0.04%

Hofer & Associates. Inc

226.70K

Jun 30, 26

+4.46K

0.04%

Aureum Wealth Management, LLC

223.03K

Jun 30, 26

+11.88K

0.04%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

222.78K

Jun 30, 26

+13.88K

0.04%

Private Wealth Group, LLC

221.42K

Jun 30, 26

+15.84K

0.04%

Hills Bank & Trust Co

219.81K

Jun 30, 26

-28.89K

0.04%

Guardian Wealth Advisors, LLC

219.72K

Jun 30, 26

+3.35K

0.04%

Qube Research & Technologies Ltd

218.99K

Jun 30, 26

+159.38K

0.04%

TrueWealth Advisors, LLC

217.90K

Jun 30, 26

+13.23K

0.04%

Diligent Investors, LLC

217.54K

Jun 30, 26

-1.85K

0.04%

GenWealth Group, Inc.

215.69K

Jun 30, 26

-706

0.04%

CARY STREET PARTNERS FINANCIAL LLC

209.23K

Jun 30, 26

-7.53K

0.04%

RESTON WEALTH MANAGEMENT LLC

209.18K

Jun 30, 26

+1.01K

0.04%

BCS Wealth Management

202.15K

Jun 30, 26

+4.81K

0.03%

INSPIRION WEALTH ADVISORS, LLC

201.18K

Jun 30, 26

-98.93K

0.03%

Vertrix Wealth Management, LLC

199.79K

Jun 30, 26

-14.67K

0.03%

Wealthcare Advisory Partners LLC

199.25K

Jun 30, 26

+5.03K

0.03%

Gateway Wealth Partners, LLC

199.14K

Jun 30, 26

-167.57K

0.03%

New England Capital Financial Advisors LLC

196.25K

Jun 30, 26

-6.13K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

195.23K

Jun 30, 26

+19.55K

0.03%

Financial Gravity Companies, Inc.

194.52K

Jun 30, 26

+194.52K

0.03%

Farther Finance Advisors, LLC

191.51K

Jun 30, 26

+8.34K

0.03%

Madrid Financial Services

190.55K

Jun 30, 26

+11.21K

0.03%

Northwest Wealth Advisors, LLC

187.94K

Jun 30, 26

+1.82K

0.03%

PECAUT & CO.

185.40K

Jun 30, 26

+7.96K

0.03%

Walsh & Associates, LLC

184.50K

Jun 30, 26

+938

0.03%

LAUREL OAK WEALTH MANAGEMENT, LLC

183.07K

Jun 30, 26

-17.45K

0.03%

Merit Financial Group, LLC

179.40K

Jun 30, 26

-19.98K

0.03%

FORONJY FINANCIAL LLC

177.04K

Jun 30, 26

-11.45K

0.03%

Measured Wealth Private Client Group, LLC

174.13K

Jun 30, 26

-240.09K

0.03%

Cresset Asset Management, LLC

173.14K

Jun 30, 26

-7.00K

0.03%

Bensler, LLC

172.29K

Jun 30, 26

+11.97K

0.03%

Oak Harvest Investment Services

171.59K

Jun 30, 26

-6.81K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

169.76K

Jun 30, 26

+169.76K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

167.23K

Jun 30, 26

+4.71K

0.03%

Cobblestone Asset Management LLC

167.15K

Jun 30, 26

-48.10K

0.03%

Financial Management Professionals, Inc.

166.51K

Jun 30, 26

+2.61K

0.03%

LYNCH & ASSOCIATES/IN

166.19K

Jun 30, 26

+4.91K

0.03%

M&T BANK CORP

165.86K

Jun 30, 26

+4.73K

0.03%

Auour Investments LLC

165.32K

Jun 30, 26

-1.33K

0.03%

Uptown Financial Advisors LLC

164.32K

Jun 30, 26

+2.44K

0.03%

Financial Network Wealth Management LLC

162.65K

Jun 30, 26

-3.62K

0.03%

NewSquare Capital LLC

162.10K

Jun 30, 26

+716

0.03%

Parkway Wealth Management Group, LLC

161.72K

Jun 30, 26

+12.28K

0.03%

Altman Advisors, Inc.

158.88K

Jun 30, 26

+14.50K

0.03%

Larson Financial Group LLC

158.71K

Jun 30, 26

-43.16K

0.03%

Savvy Advisors, Inc.

158.59K

Jun 30, 26

+20.07K

0.03%

Town Capital LLC

156.61K

Jun 30, 26

-12.78K

0.03%

Ignite Planners, LLC

155.53K

Jun 30, 26

+4.38K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

154.53K

Jun 30, 26

-3.08K

0.03%

GREENWOOD CAPITAL ASSOCIATES LLC

154.43K

Jun 30, 26

+16.94K

0.03%

Stone Point Wealth LLC

152.11K

Jun 30, 26

+3.21K

0.03%

Key FInancial Inc

152.07K

Jun 30, 26

+78

0.03%

MEMBERS WEALTH LLC

150.22K

Jun 30, 26

+2.15K

0.03%

Retirement Management Systems Inc.

149.41K

Jun 30, 26

+8.27K

0.03%

Quent Capital, LLC

149.19K

Jun 30, 26

-2.01K

0.03%

SeedSafe Financial LLC

146.63K

Jun 30, 26

+10.45K

0.03%

Cornerstone Wealth Group, LLC

142.81K

Jun 30, 26

+4.67K

0.02%

TOP Private Wealth LLC.

142.31K

Jun 30, 26

+142.31K

0.02%

Centennial Wealth Advisory LLC

141.74K

Jun 30, 26

-928

0.02%

Mutual Advisors, LLC

141.24K

Jun 30, 26

+10.82K

0.02%

1900 WEALTH MANAGEMENT LLC

140.86K

Jun 30, 26

-622

0.02%

Cannon Wealth Management Services, LLC

139.86K

Jun 30, 26

-2.89K

0.02%

Milestones Private Investment Advisors LLC

138.24K

Jun 30, 26

+99.61K

0.02%

AMERICAN FINANCIAL & TAX STRATEGIES INC

137.53K

Jun 30, 26

-1.16K

0.02%

EP Wealth Advisors, LLC

136.42K

Jun 30, 26

+82.45K

0.02%

Lido Advisors, LLC

136.15K

Jun 30, 26

-16.68K

0.02%

Trilogy Capital Inc.

136.12K

Jun 30, 26

-1.01K

0.02%

City Center Advisors, LLC

130.53K

Jun 30, 26

+8.28K

0.02%

Buckingham Strategic Partners

128.85K

Jun 30, 26

+7.26K

0.02%

Laurel Wealth Planning LLC

128.28K

Jun 30, 26

-3.07K

0.02%

RED CRANE WEALTH MANAGEMENT, LLC

127.56K

Jun 30, 26

-235

0.02%

Goldstone Financial Group, LLC

127.39K

Jun 30, 26

-4.66K

0.02%

Modera Wealth Management, LLC

126.95K

Jun 30, 26

-1.72K

0.02%

Sharkey, Howes & Javer

122.22K

Jun 30, 26

+3.45K

0.02%

Collaborative Wealth Managment Inc.

120.97K

Jun 30, 26

+15.04K

0.02%

Bank of New York Mellon Corp

120.00K

Jun 30, 26

+23.48K

0.02%

ARBOR TRUST WEALTH ADVISORS, LLC

119.43K

Jun 30, 26

+2.36K

0.02%

Spire Wealth Management

117.66K

Jun 30, 26

-2.74K

0.02%

Vision Capital Management, Inc.

115.94K

Jun 30, 26

+3.89K

0.02%

RENAISSANCE TECHNOLOGIES LLC

115.10K

Jun 30, 26

+102.20K

0.02%

Foundations Investment Advisors, LLC

114.87K

Jun 30, 26

+2.85K

0.02%

CITADEL ADVISORS LLC

114.68K

Jun 30, 26

+34.69K

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

114.51K

Jun 30, 26

-23.93K

0.02%

Occidental Asset Management, LLC

113.95K

Jun 30, 26

+3.07K

0.02%

COZAD ASSET MANAGEMENT INC

112.72K

Jun 30, 26

+4.79K

0.02%

WRAPMANAGER INC

112.11K

Jun 30, 26

+1.77K

0.02%

FLOW TRADERS U.S. LLC

110.76K

Jun 30, 26

+48.74K

0.02%

RETIREMENT FINANCIAL SOLUTIONS, LLC

110.18K

Jun 30, 26

+7.62K

0.02%

MILESTONE ASSET MANAGEMENT, LLC

110.09K

Jun 30, 26

+14.45K

0.02%

RFG Advisory, LLC

109.82K

Jun 30, 26

-7.49K

0.02%

TAGStone Capital, Inc.

109.11K

Jun 30, 26

-2.07K

0.02%

CEERA INVESTMENTS, LLC

108.05K

Jun 30, 26

+28.62K

0.02%

Vertex Planning Partners, LLC

107.81K

Jun 30, 26

+52.01K

0.02%

J.W. COLE ADVISORS, INC.

107.75K

Jun 30, 26

+3.19K

0.02%

SIMA Wealth Partners, LLC

106.95K

Jun 30, 26

+4.26K

0.02%

AA Financial Advisors, LLC

106.70K

Jun 30, 26

-1.96K

0.02%

HARBOUR INVESTMENTS, INC.

106.40K

Jun 30, 26

+6.21K

0.02%

Vise Technologies, Inc.

106.07K

Jun 30, 26

+44.24K

0.02%

JUNCTURE WEALTH STRATEGIES, LLC

104.36K

Jun 30, 26

-26.42K

0.02%

SHARPEPOINT LLC

101.94K

Jun 30, 26

+3.06K

0.02%

Farmers & Merchants Trust Co of Chambersburg PA

101.81K

Jun 30, 26

+8.11K

0.02%

IAG Wealth Partners, LLC

100.92K

Jun 30, 26

-1.04K

0.02%

RFG - Bristol Wealth Advisors, LLC

100.76K

Jun 30, 26

+1.66K

0.02%

United Advisor Group, LLC

99.57K

Jun 30, 26

+7.40K

0.02%

Inman Jager Wealth Management, LLC

99.18K

Jun 30, 26

+3.08K

0.02%

NOMURA ASSET MANAGEMENT CO LTD

98.28K

Jun 30, 26

+510

0.02%

Cornerstone National Bank & Trust Co

98.11K

Jun 30, 26

+59.63K

0.02%

Broussard Financial Group LLC

98.00K

Jun 30, 26

-4.23K

0.02%

Modern Wealth Management, LLC

97.45K

Jun 30, 26

-341.77K

0.02%

Fortis Capital Advisors, LLC

96.45K

Jun 30, 26

+8.86K

0.02%

Belpointe Asset Management LLC

96.45K

Jun 30, 26

+8.86K

0.02%

Phoenix Wealth Advisors

96.33K

Jun 30, 26

+385

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

96.21K

Jun 30, 26

-32.40K

0.02%

Private Advisory Group LLC

93.85K

Jun 30, 26

+19.64K

0.02%

Horizon Family Wealth, Inc.

93.82K

Jun 30, 26

+1.05K

0.02%

Salomon & Ludwin, LLC

93.69K

Jun 30, 26

-1.78K

0.02%

Koshinski Asset Management, Inc.

93.04K

Jun 30, 26

-1.97K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

91.04K

Jun 30, 26

+23.26K

0.02%

Bucket List Wealth Management, LLC

90.86K

Jun 30, 26

-72.71K

0.02%

PACIFIC FINANCIAL GROUP INC

90.67K

Jun 30, 26

-843

0.02%

Clear Retirement Advice LLC

89.58K

Jun 30, 26

+9.64K

0.02%

Independent Wealth Network Inc.

88.67K

Jun 30, 26

-2.06K

0.02%

DecisionMap Wealth Management, LLC

88.44K

Jun 30, 26

+4.06K

0.02%

Sterling Group Wealth Management, LLC

88.09K

Jun 30, 26

-9.33K

0.02%

Visionary Wealth Advisors

87.74K

Jun 30, 26

+13.92K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

87.29K

Jun 30, 26

-16.35K

0.01%

Braun-Bostich & Associates Inc.

87.23K

Jun 30, 26

-29.10K

0.01%

PRIVATE TRUST CO NA

87.04K

Jun 30, 26

+5.10K

0.01%

Smith Partners Wealth Management, LLC

86.88K

Jun 30, 26

+30.17K

0.01%

Asset Management Group, Inc.

86.72K

Jun 30, 26

-5.61K

0.01%

Benchmark Financial, LLC

86.11K

Jun 30, 26

-1.55K

0.01%

NBC SECURITIES, INC.

85.53K

Jun 30, 26

+9.81K

0.01%

WealthTrak Capital Management LLC

85.52K

Jun 30, 26

+31.73K

0.01%

Quantinno Capital Management LP

84.82K

Jun 30, 26

+7.56K

0.01%

Independent Advisor Alliance

84.13K

Jun 30, 26

-2.70M

0.01%

Beacon Pointe Advisors, LLC

83.63K

Jun 30, 26

+23.65K

0.01%

Buttonwood Financial Group, LLC

82.38K

Jun 30, 26

-102.89K

0.01%

Intergy Private Wealth, LLC

82.23K

Jun 30, 26

-17.04K

0.01%

Waterloo Capital, L.P.

81.43K

Jun 30, 26

-1.88K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

81.24K

Jun 30, 26

-1.13K

0.01%

Milestone Asset Management Group, LLC

81.17K

Jun 30, 26

+956

0.01%

Arete Wealth Advisors, LLC

81.14K

Jun 30, 26

-1.23K

0.01%

BlackRock, Inc.

80.83K

Jun 30, 26

+10.85K

0.01%

SILVER OAK SECURITIES, INCORPORATED

80.65K

Jun 30, 26

-8.26K

0.01%

Capital Analysts, LLC

80.21K

Jun 30, 26

+2.87K

0.01%

Clarus Wealth Advisors

80.04K

Jun 30, 26

-3.84K

0.01%

CVFG LLC

79.57K

Jun 30, 26

+5.95K

0.01%

SOA Wealth Advisors, LLC.

79.10K

Jun 30, 26

-70.30K

0.01%

ATTICUS WEALTH MANAGEMENT, LLC

77.88K

Jun 30, 26

-180.13K

0.01%

PENOBSCOT WEALTH MANAGEMENT

76.40K

Jun 30, 26

-746

0.01%

CURTIS WEALTH MANAGEMENT LLC

74.04K

Jun 30, 26

-15.86K

0.01%

Jacksonville Wealth Management, LLC

73.83K

Jun 30, 26

+11.97K

0.01%

ECLECTIC ASSOCIATES INC /ADV

73.38K

Jun 30, 26

-2.73K

0.01%

MOTIVE WEALTH ADVISORS

73.11K

Jun 30, 26

-841

0.01%

CITIGROUP INC

72.63K

Jun 30, 26

-1.16K

0.01%

Golden State Wealth Management, LLC

72.63K

Jun 30, 26

-11.84K

0.01%

Ameritas Advisory Services, LLC

72.53K

Jun 30, 26

+20.31K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

72.00K

Jun 30, 26

-1.35K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

70.90K

Jun 30, 26

0.01%

Partners in Financial Planning

70.63K

Jun 30, 26

+472

0.01%

JDM Financial Group LLC

70.37K

Jun 30, 26

+5.51K

0.01%

Gotham Asset Management, LLC

70.09K

Jun 30, 26

+33.31K

0.01%

Advisory Services Network, LLC

69.81K

Jun 30, 26

-4.90K

0.01%

TritonPoint Partners, LLC

68.95K

Jun 30, 26

-3.62K

0.01%

Focus Financial Network, Inc.

68.95K

Jun 30, 26

-15.08K

0.01%

Prime Capital Investment Advisors, LLC

68.92K

Jun 30, 26

-834

0.01%

PAX Financial Group, LLC

68.79K

Jun 30, 26

-1.88K

0.01%

Yukon Wealth Management, Inc.

68.52K

Jun 30, 26

+18.94K

0.01%

Shum Financial Group, Inc.

68.42K

Jun 30, 26

+4.64K

0.01%

Advisor OS, LLC

68.32K

Jun 30, 26

-407

0.01%

CITIZENS FINANCIAL GROUP INC/RI

66.46K

Jun 30, 26

-168

0.01%

Envestnet Portfolio Solutions, Inc.

65.63K

Jun 30, 26

-22.54K

0.01%

MidAtlantic Capital Management, Inc.

65.15K

Jun 30, 26

-3.28K

0.01%

Inspire Advisors, LLC

65.01K

Jun 30, 26

-19.76K

0.01%

Friday Financial

64.97K

Jun 30, 26

+5.26K

0.01%

WEALTHGARDEN F.S. LLC

64.87K

Jun 30, 26

+9.39K

0.01%

Eqis Capital Management, Inc.

64.16K

Jun 30, 26

-5.52K

0.01%

CreativeOne Wealth, LLC

63.09K

Jun 30, 26

-23.78K

0.01%

Penserra Capital Management LLC

62.94K

Jun 30, 26

+62.94K

0.01%

JNBA Financial Advisors

62.24K

Jun 30, 26

-3.87K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

62.07K

Jun 30, 26

+3.81K

0.01%

Chicago Partners Investment Group LLC

62.00K

Jun 30, 26

+744

0.01%

MBM Wealth Consultants, LLC

61.92K

Jun 30, 26

-499

0.01%

Cornerstone Wealth Management, LLC

61.65K

Jun 30, 26

-3.07K

0.01%

Opal Wealth Advisors, LLC

61.35K

Jun 30, 26

+3.30K

0.01%

Freestone Capital Holdings, LLC

61.04K

Jun 30, 26

+8.14K

0.01%

Prospera Financial Services Inc

61.04K

Jun 30, 26

+88

0.01%

Glen Eagle Advisors, LLC

60.91K

Jun 30, 26

+551

0.01%

Steward Partners Investment Advisory, LLC

60.67K

Jun 30, 26

+1.07K

0.01%

Breachway Investments LLC

60.09K

Jun 30, 26

-145.72K

0.01%

CORDA Investment Management, LLC.

59.96K

Jun 30, 26

-4

0.01%

Kera Capital Partners, Inc.

59.51K

Jun 30, 26

-142

0.01%

SRS Capital Advisors, Inc.

58.82K

Jun 30, 26

+50.83K

0.01%

American Investment Services, Inc.

58.24K

Jun 30, 26

-410

0.01%

VisionPoint Advisory Group, LLC

57.70K

Jun 30, 26

+15.82K

0.01%

PSI Advisors, LLC

56.76K

Jun 30, 26

+1.14K

0.01%

D. E. Shaw & Co., Inc.

56.62K

Jun 30, 26

+56.62K

0.01%

Axis Wealth Partners, LLC

56.55K

Jun 30, 26

+1.56K

0.01%

Perigon Wealth Management, LLC

55.95K

Jun 30, 26

+1.64K

0.01%

Topel & Distasi Wealth Management, LLC

54.44K

Jun 30, 26

0.01%

Sovran Advisors, LLC

54.13K

Jun 30, 26

-3.09K

0.01%

Keystone Financial Group

53.86K

Jun 30, 26

-10

0.01%

US BANCORP \DE\

53.47K

Jun 30, 26

-2.54K

0.01%

Global Financial Private Client, LLC

53.28K

Jun 30, 26

-55

0.01%

Keener Financial Planning LLC

53.19K

Jun 30, 26

-6.72K

0.01%

Demars Financial Group, LLC

53.15K

Jun 30, 26

+1.81K

0.01%

Advyzon Investment Management, LLC

53.02K

Jun 30, 26

-2.77K

0.01%

Brady Martz Wealth Solutions, LLC

52.91K

Jun 30, 26

-10

0.01%

Partnership Wealth Management, LLC

52.64K

Jun 30, 26

-2.91K

0.01%

NORDEN GROUP LLC

52.19K

Jun 30, 26

+4.12K

0.01%

Affinity Capital Advisors, LLC

51.88K

Jun 30, 26

-45

0.01%

Koss-Olinger Consulting, LLC

51.81K

Jun 30, 26

-66.32K

0.01%

Copia Wealth Management

51.68K

Jun 30, 26

-1.52K

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

51.54K

Jun 30, 26

+21.56K

0.01%

Raab & Moskowitz Asset Management LLC

51.45K

Jun 30, 26

-2.44K

0.01%

WCG Wealth Advisors LLC

51.13K

Jun 30, 26

-9.15K

0.01%

Cordatus Wealth Management LLC

50.82K

Jun 30, 26

-1.32K

0.01%

JT Stratford LLC

48.58K

Jun 30, 26

+4.75K

0.01%

Smartleaf Asset Management LLC

48.49K

Jun 30, 26

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

47.55K

Jun 30, 26

0.01%

ArborFi Advisors, LLC

46.99K

Jun 30, 26

-166

0.01%

VANCE WEALTH, INC.

46.83K

Jun 30, 26

-1.67K

0.01%

Breakwater Capital Group

46.57K

Jun 30, 26

-1.62K

0.01%

Slagle Financial, LLC

46.42K

Jun 30, 26

+1.34K

0.01%

GLR Partners, LLC

46.38K

Jun 30, 26

+4.88K

0.01%

Ensign Peak Advisors, Inc

46.34K

Jun 30, 26

0.01%

CAP Partners, LLC

46.27K

Jun 30, 26

-2.86K

0.01%

Ausdal Financial Partners, Inc.

46.16K

Jun 30, 26

+1.33K

0.01%

SECURED RETIREMENT ADVISORS, LLC

45.99K

Jun 30, 26

-5

0.01%

Prism Advisors, Inc.

45.98K

Jun 30, 26

-9.23K

0.01%

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

45.81K

Jun 30, 26

-7.43K

0.01%

Atria Investments, Inc

45.44K

Jun 30, 26

-2.70K

0.01%

FELL CAPITAL MANAGEMENT /ADV

45.42K

Jun 30, 26

+5.36K

0.01%

TUDOR INVESTMENT CORP ET AL

45.42K

Jun 30, 26

+45.42K

0.01%

Cooper Financial Group

45.38K

Jun 30, 26

-38.67K

0.01%

1ST SOURCE BANK

45.23K

Jun 30, 26

-396

0.01%

INNEALTA CAPITAL, LLC

44.80K

Jun 30, 26

0.01%

Total Clarity Wealth Management, Inc.

44.14K

Jun 30, 26

-1.55K

0.01%

Arkadios Wealth Advisors

44.03K

Jun 30, 26

+897

0.01%

Wealthspire Advisors, LLC

43.98K

Jun 30, 26

+15.38K

0.01%

Sunesis Advisors, LLC

43.13K

Jun 30, 26

0.01%

RITHOLTZ WEALTH MANAGEMENT

43.12K

Jun 30, 26

+2.13K

0.01%

RETIREMENT INCOME SOLUTIONS, INC

42.34K

Jun 30, 26

+309

0.01%

Foundation Wealth Management, LLC\PA

42.20K

Jun 30, 26

-164

0.01%

Wrenne Financial Planning LLC

42.02K

Jun 30, 26

-288

0.01%

HUNTINGTON NATIONAL BANK

41.97K

Jun 30, 26

-1.11K

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

41.26K

Jun 30, 26

-12.02K

0.01%

WAYSTONE ADVISORS LLC

41.20K

Jun 30, 26

-3.62K

0.01%

FF Advisors,LLC

41.07K

Jun 30, 26

0.01%

BURNEY CO/

41.05K

Jun 30, 26

-292

0.01%

Rehmann Capital Advisory Group

40.67K

Jun 30, 26

+705

0.01%

Financial Network Wealth Advisors LLC

40.50K

Jun 30, 26

+2.67K

0.01%

One Capital Management, LLC

40.42K

Jun 30, 26

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

40.25K

Jun 30, 26

+178

0.01%

Ashton Thomas Private Wealth, LLC

39.88K

Jun 30, 26

+15.40K

0.01%

FCG Investment Co

39.60K

Jun 30, 26

-489

0.01%

Fundamentum, LLC

39.60K

Jun 30, 26

-2.46K

0.01%

Sequoia Financial Advisors, LLC

39.54K

Jun 30, 26

-129

0.01%

River Street Advisors LLC

39.42K

Jun 30, 26

+5.43K

0.01%

Valpey Financial Services, LLC

39.34K

Jun 30, 26

+937

0.01%

AdvisorNet Financial, Inc

39.29K

Jun 30, 26

-209

0.01%

MidFirst Bank

39.09K

Jun 30, 26

+2.23K

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

38.48K

Jun 30, 26

+29.43K

0.01%

Wealth Advisors Northwest LLC

38.03K

Jun 30, 26

-1.48K

0.01%

Atomi Financial Group, Inc.

37.67K

Jun 30, 26

+443

0.01%

COLTON GROOME FINANCIAL ADVISORS, LLC

37.36K

Jun 30, 26

-2.68K

0.01%

Coppell Advisory Solutions LLC

37.29K

Jun 30, 26

+37.29K

0.01%

LEE DANNER & BASS INC

36.83K

Jun 30, 26

-125

0.01%

Jupiter Topco LLC

35.99K

Jun 30, 26

+35.99K

0.01%

Point72 Asset Management, L.P.

35.40K

Jun 30, 26

+35.40K

0.01%

Seaside Wealth Management, Inc.

35.30K

Jun 30, 26

-390

0.01%

IFP Advisors, Inc

34.71K

Jun 30, 26

+1.22K

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

34.53K

Jun 30, 26

+1.23K

0.01%

Clark Capital Management Group, Inc.

34.46K

Jun 30, 26

+23.89K

0.01%

Laurel Wealth Advisors LLC

34.34K

Jun 30, 26

+39

0.01%

Tradewinds Capital Management, LLC

34.22K

Jun 30, 26

+56

0.01%

Tranquilli Financial Advisor LLC

34.10K

Jun 30, 26

-17.46K

0.01%

Global Assets Advisory, LLC

34.06K

Jun 30, 26

+30.32K

0.01%

Relyea Zuckerberg Hanson LLC

33.52K

Jun 30, 26

0.01%

Onyx Bridge Wealth Group LLC

33.34K

Jun 30, 26

-997

0.01%

MAI Capital Management

33.10K

Jun 30, 26

+557

0.01%

RHS Financial, LLC

32.91K

Jun 30, 26

+6.89K

0.01%

Resources Investment Advisors, LLC.

32.44K

Jun 30, 26

+1.62K

0.01%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

32.21K

Jun 30, 26

+825

0.01%

BNP PARIBAS ARBITRAGE, SNC

32.08K

Jun 30, 26

+75

0.01%

E&G Advisors, LP

31.67K

Jun 30, 26

-500

0.01%

Certified Advisory Corp

31.64K

Jun 30, 26

-8.20K

0.01%

Apella Capital, LLC

31.46K

Jun 30, 26

-1.08K

0.01%

Weitzel Financial Services, Inc.

30.90K

Jun 30, 26

-2.58K

0.01%

Galvin, Gaustad & Stein, LLC

30.77K

Jun 30, 26

+14.87K

0.01%

BROWN ADVISORY INC

30.65K

Jun 30, 26

+380

0.01%

PRIVATE CLIENT SERVICES, LLC

30.63K

Jun 30, 26

+3.65K

0.01%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

30.55K

Jun 30, 26

-71

0.01%

Fidelis Capital Partners, LLC

30.49K

Jun 30, 26

0.01%

Summit Investment Advisory Services, LLC

30.43K

Jun 30, 26

-2.11K

0.01%

Brinker Capital Investments, LLC

30.18K

Jun 30, 26

-1.49K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

30.07K

Jun 30, 26

-3.77K

0.01%

Toroso Investments, LLC

29.87K

Jun 30, 26

+9.30K

0.01%

Apollon Financial, LLC

29.75K

Jun 30, 26

-4.03K

0.01%

Sanchez Gaunt Capital Management, LLC

29.45K

Jun 30, 26

-5.25K

0.01%

Third View Private Wealth, LLC

29.40K

Jun 30, 26

+4.27K

0.01%

Thayer Financial, L.L.C.

29.37K

Jun 30, 26

-106

0.01%

Wall Capital Group, Inc.

29.23K

Jun 30, 26

-31

0.01%

Empowered Funds, LLC

28.98K

Jun 30, 26

+2.34K

0.00%

Bridgewealth Advisory Group, LLC

28.97K

Jun 30, 26

-659

0.00%

WealthPlan Investment Management, LLC

28.75K

Jun 30, 26

-6.85K

0.00%

WEALTH MANAGEMENT RESOURCES, INC.

28.71K

Jun 30, 26

-55

0.00%

FIDUCIARY TRUST CO

28.58K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

28.48K

Jun 30, 26

-44.42K

0.00%

Integrity Wealth Solutions LLC

28.36K

Jun 30, 26

+307

0.00%

NATIXIS ADVISORS, L.P.

28.36K

Jun 30, 26

+4.11K

0.00%

PFG Advisors

28.35K

Jun 30, 26

-1.34K

0.00%

COMMERCE BANK

28.25K

Jun 30, 26

-8.45K

0.00%

Intrua Financial, LLC

28.11K

Jun 30, 26

+3.24K

0.00%

Steel Peak Wealth Management LLC

28.09K

Jun 30, 26

-77.02K

0.00%

RIK SAYLOR FINANCIAL, INC.

27.88K

Jun 30, 26

+5.01K

0.00%

VestGen Advisors, LLC

27.85K

Jun 30, 26

+505

0.00%

OneAscent Financial Services LLC

27.82K

Jun 30, 26

-1.49K

0.00%

Index Fund Advisors, Inc.

27.52K

Jun 30, 26

+777

0.00%

Coastal Bridge Advisors, LLC

27.32K

Jun 30, 26

+618

0.00%

Comprehensive Financial Consultants Institutional, Inc.

27.12K

Jun 30, 26

-1.24K

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

27.00K

Jun 30, 26

0.00%

SNS Financial Group, LLC

26.66K

Jun 30, 26

+26.66K

0.00%

Redwood Financial Network Corp

26.57K

Jun 30, 26

-1.27K

0.00%

PFG Investments, LLC

26.41K

Jun 30, 26

-1.10K

0.00%

Flagship Private Wealth, LLC

26.31K

Jun 30, 26

-272

0.00%

WHITE PINE CAPITAL LLC

26.05K

Jun 30, 26

+3.37K

0.00%

REDW Wealth LLC

25.77K

Jun 30, 26

+580

0.00%

Redwood Investment Management, LLC

25.54K

Jun 30, 26

-284

0.00%

Invesco Ltd.

25.52K

Jun 30, 26

+341

0.00%

REGIONS FINANCIAL CORP

25.46K

Jun 30, 26

+7.34K

0.00%

MKT Advisors LLC

25.30K

Jun 30, 26

-10.40K

0.00%

Confluence Wealth Services, Inc.

25.17K

Jun 30, 26

+25.17K

0.00%

Baltimore-Washington Financial Advisors, Inc.

25.11K

Jun 30, 26

-147

0.00%

Roan Capital Partners

25.06K

Jun 30, 26

+28

0.00%

Riverpoint Wealth Management Holdings, LLC

24.94K

Jun 30, 26

+97

0.00%

Diversified Portfolios, Inc.

24.84K

Jun 30, 26

0.00%

DAGCO, INC.

24.78K

Jun 30, 26

-2.96K

0.00%

Idaho Trust Bank

24.36K

Jun 30, 26

-4.99K

0.00%

BLAIR WILLIAM & CO/IL

24.36K

Jun 30, 26

-2.42K

0.00%

Tower Research Capital LLC (TRC)

24.36K

Jun 30, 26

+17.23K

0.00%

OVERSEA-CHINESE BANKING Corp Ltd

24.35K

Jun 30, 26

0.00%

Legacy Edge Advisors, LLC

24.27K

Jun 30, 26

+384

0.00%

CWA Asset Management Group, LLC

24.25K

Jun 30, 26

-2.30K

0.00%

BOYUM WEALTH ARCHITECTS LLC

24.11K

Jun 30, 26

0.00%

Ellevest, Inc.

24.02K

Jun 30, 26

+1.26K

0.00%

Alliance Private Wealth, LLC

23.58K

Jun 30, 26

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

23.57K

Jun 30, 26

-300

0.00%

Capital Investment Advisory Services, LLC

23.56K

Jun 30, 26

+923

0.00%

Optivise Advisory Services LLC

23.31K

Jun 30, 26

+816

0.00%

Alpha Zero LLC

23.15K

Jun 30, 26

+9.54K

0.00%

HB Wealth Management, LLC

23.01K

Jun 30, 26

+18.30K

0.00%

Lantern Wealth Advisors, LLC

22.93K

Jun 30, 26

+489

0.00%

TOWNSQUARE CAPITAL LLC

22.90K

Jun 30, 26

-2.03K

0.00%

Lifeworks Advisors, LLC

22.66K

Jun 30, 26

-7.80K

0.00%

Fourth Dimension Wealth, LLC

22.36K

Jun 30, 26

-2.96K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

22.00K

Jun 30, 26

+21.90K

0.00%

Signal Advisors Wealth, LLC

21.67K

Jun 30, 26

+8.43K

0.00%

Tempus Wealth Planning, LLC

21.61K

Jun 30, 26

+741

0.00%

MATAURO, LLC

21.50K

Jun 30, 26

-758

0.00%

DENVER WEALTH MANAGEMENT, INC.

21.43K

Jun 30, 26

-117.41K

0.00%

Krilogy Financial LLC

21.40K

Jun 30, 26

+111

0.00%

Founders Financial Alliance, LLC

21.40K

Jun 30, 26

-26.45K

0.00%

Towerpoint Wealth, LLC

21.38K

Jun 30, 26

+88

0.00%

GGM Financials LLC

21.11K

Jun 30, 26

-37

0.00%

MONEY CONCEPTS CAPITAL CORP

20.51K

Jun 30, 26

-44.64K

0.00%

American Money Management, LLC

20.50K

Jun 30, 26

-54.40K

0.00%

Argent Trust Co

20.34K

Jun 30, 26

0.00%

Root Financial Partners, LLC

20.17K

Jun 30, 26

-144

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

19.80K

Jun 30, 26

-351

0.00%

Pathstone Holdings, LLC

19.67K

Jun 30, 26

+5.08K

0.00%

Graney & King, LLC

19.62K

Jun 30, 26

-2.85K

0.00%

Schrum Private Wealth Management LLC

19.46K

Jun 30, 26

-1.03K

0.00%

Wells Financial Advisors INC

19.44K

Jun 30, 26

-83

0.00%

Verdence Capital Advisors LLC

19.38K

Jun 30, 26

+302

0.00%

M3 Advisory Group, LLC

19.16K

Jun 30, 26

+749

0.00%

GREENLEAF TRUST

19.11K

Jun 30, 26

0.00%

Capstone Triton Financial Group, LLC

19.00K

Jun 30, 26

-18.04K

0.00%

Centerpoint Advisors, LLC

18.88K

Jun 30, 26

-1.30K

0.00%

Advisors Capital Management, LLC

18.75K

Jun 30, 26

+383

0.00%

Commonwealth Financial Services, LLC

18.67K

Jun 30, 26

-5.97K

0.00%

Cadia Private Client LLC

18.59K

Jun 30, 26

+7.24K

0.00%

MISSION WEALTH MANAGEMENT, LP

18.57K

Jun 30, 26

+18.57K

0.00%

SPRING CAPITAL MANAGEMENT, LLC

18.49K

Jun 30, 26

0.00%

Peck Wealth Management, LLC

18.45K

Jun 30, 26

0.00%

Alliance Wealth Advisors, LLC /UT

18.45K

Jun 30, 26

-7.57K

0.00%

Frisch Financial Group, Inc.

18.38K

Jun 30, 26

-1.77K

0.00%

Sequent Asset Management, LLC

18.17K

Jun 30, 26

+764

0.00%

Integrated Advisors Network LLC

18.11K

Jun 30, 26

-8.06K

0.00%

HOWARD WEALTH MANAGEMENT, LLC

18.04K

Jun 30, 26

-435

0.00%

Petersen Hastings Wealth Advisors Inc.

18.02K

Jun 30, 26

-1.40K

0.00%

SVB WEALTH LLC

17.92K

Jun 30, 26

-1

0.00%

Waldron Private Wealth LLC

17.91K

Jun 30, 26

-12

0.00%

Wagner Wealth Management, Corp

17.77K

Jun 30, 26

-2.60K

0.00%

Sigma Planning Corp

17.65K

Jun 30, 26

-2.95K

0.00%

Cassaday & Co Wealth Management LLC

17.58K

Jun 30, 26

+129

0.00%

Snowden Capital Advisors LLC

17.29K

Jun 30, 26

+4.53K

0.00%

Community Bank, N.A.

17.29K

Jun 30, 26

+91

0.00%

TRUST CO OF TOLEDO NA /OH/

17.00K

Jun 30, 26

+17.00K

0.00%

Costello Asset Management, INC

16.99K

Jun 30, 26

+3.05K

0.00%

Brown Miller Wealth Management, LLC

16.80K

Jun 30, 26

+1.32K

0.00%

Mason Investment Advisory Services, Inc.

16.66K

Jun 30, 26

+24

0.00%

WJ Wealth Management, LLC

16.61K

Jun 30, 26

-325

0.00%

Sherman Wealth Management LLC

16.49K

Jun 30, 26

+73

0.00%

LOWERY THOMAS, LLC

16.34K

Jun 30, 26

+64

0.00%

Patriot Financial Group Insurance Agency, LLC

16.25K

Jun 30, 26

-12.56K

0.00%

JOHNSON INVESTMENT COUNSEL INC

16.24K

Jun 30, 26

+503

0.00%

Headland Capital, LLC

16.12K

Jun 30, 26

-11

0.00%

Sequent Planning LLC

15.84K

Jun 30, 26

-7.97K

0.00%

SFMG, LLC

15.76K

Jun 30, 26

+277

0.00%

LOWE BROCKENBROUGH & CO INC

15.60K

Jun 30, 26

-30

0.00%

Beacon Capital Management, LLC

15.49K

Jun 30, 26

+2.20K

0.00%

Ironwood Financial, llc

15.35K

Jun 30, 26

-237

0.00%

INTEGRATED CAPITAL MANAGEMENT, INC.

15.31K

Jun 30, 26

-894

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.31K

Jun 30, 26

+70

0.00%

ForthRight Wealth Management, LLC

15.29K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

15.28K

Jun 30, 26

+10.94K

0.00%

Mine & Arao Wealth Creation & Management, LLC.

15.26K

Jun 30, 26

+34

0.00%

Greenspring Advisors, LLC

15.23K

Jun 30, 26

+241

0.00%

RKL Wealth Management LLC

15.18K

Jun 30, 26

+65

0.00%

Jefferies Financial Group Inc.

15.00K

Jun 30, 26

+15.00K

0.00%

Wallace Advisory Group, LLC

14.93K

Jun 30, 26

+3.96K

0.00%

J. M. Brown & Associates Inc.

14.93K

Jun 30, 26

+14.93K

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

14.67K

Jun 30, 26

-744

0.00%

FIRST TRUST ADVISORS LP

14.53K

Jun 30, 26

+1.79K

0.00%

IMA Wealth, Inc.

14.52K

Jun 30, 26

+14.52K

0.00%

Lansing Street Advisors

14.32K

Jun 30, 26

+50

0.00%

Rossby Financial, LCC

14.30K

Jun 30, 26

+2.41K

0.00%

PENNINGTON PARTNERS & CO., LLC

14.26K

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

14.25K

Jun 30, 26

0.00%

RDA Financial Network

14.15K

Jun 30, 26

+748

0.00%

Texas Capital Bank Wealth Management Services Inc

14.05K

Jun 30, 26

-50

0.00%

Barnes Wealth Management Group, Inc

14.04K

Jun 30, 26

+645

0.00%

Lantz Financial LLC

14.00K

Jun 30, 26

-8

0.00%

Liberty Atlantic Advisors LLC

13.94K

Jun 30, 26

+5.59K

0.00%

SageView Advisory Group, LLC

13.86K

Jun 30, 26

-52

0.00%

CALTON & ASSOCIATES, INC.

13.74K

Jun 30, 26

-4.68K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

13.69K

Jun 30, 26

-3.08K

0.00%

IMC-Chicago, LLC

13.60K

Jun 30, 26

+6.00K

0.00%

SEI INVESTMENTS CO

13.60K

Jun 30, 26

+2.45K

0.00%

BOKF, NA

13.57K

Jun 30, 26

-28.83K

0.00%

Callan Family Office, LLC

13.57K

Jun 30, 26

-10.06K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

13.55K

Jun 30, 26

-913

0.00%

HBW Advisory Services LLC

13.49K

Jun 30, 26

+1.87K

0.00%

ROCKLAND TRUST CO

13.42K

Jun 30, 26

+333

0.00%

BCGM Wealth Management, LLC

13.37K

Jun 30, 26

-398

0.00%

GeoWealth Management, LLC

13.34K

Jun 30, 26

-2.03K

0.00%

Crusonia Wealth Advisors LLC

13.34K

Jun 30, 26

+13.34K

0.00%

Ritter Daniher Financial Advisory LLC / DE

13.33K

Jun 30, 26

-512

0.00%

Hirtle Callaghan & Co LLC

13.29K

Jun 30, 26

0.00%

Castleview Partners, LLC

13.27K

Jun 30, 26

+534

0.00%

Impact Partnership Wealth, LLC

13.22K

Jun 30, 26

+1.09K

0.00%

Embree Financial Group

13.22K

Jun 30, 26

+55

0.00%

Wallington Asset Management, LLC

13.20K

Jun 30, 26

-70

0.00%

LBMC INVESTMENT ADVISORS, LLC

13.11K

Jun 30, 26

+55

0.00%

CHOREO, LLC

13.05K

Jun 30, 26

-1.91K

0.00%

Serenus Wealth Advisors, LLC

13.04K

Jun 30, 26

+20

0.00%

KM Capital Management Ltd.

12.87K

Jun 30, 26

+276

0.00%

Asempa Wealth Advisors

12.72K

Jun 30, 26

-1.32K

0.00%

BTC Capital Management, Inc.

12.69K

Jun 30, 26

+12.69K

0.00%

Advance Capital Management, Inc.

12.64K

Jun 30, 26

+659

0.00%

NewEdge Wealth, LLC

12.59K

Jun 30, 26

0.00%

GRIMES & COMPANY, INC.

12.58K

Jun 30, 26

+80

0.00%

Frazier Financial Advisors, LLC

12.55K

Jun 30, 26

-1.39K

0.00%

Caldwell Trust Co

12.54K

Jun 30, 26

-1.13K

0.00%

WEDBUSH SECURITIES INC

12.52K

Jun 30, 26

+1.88K

0.00%

Prospect Financial Services LLC

12.45K

Jun 30, 26

+1.79K

0.00%

Bill Few Associates, Inc.

12.26K

Jun 30, 26

+2.66K

0.00%

Davis Wealth Advisors, LLC

12.25K

Jun 30, 26

+12.25K

0.00%

4WEALTH ADVISORS, INC.

12.25K

Jun 30, 26

-44

0.00%

Waterway Wealth Management, LLC

12.19K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

11.96K

Jun 30, 26

+266

0.00%

LIBERTY WEALTH MANAGEMENT LLC

11.93K

Jun 30, 26

0.00%

Edgestream Partners, L.P.

11.86K

Jun 30, 26

+5.84K

0.00%

BEACON FINANCIAL GROUP

11.79K

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

11.72K

Jun 30, 26

0.00%

DRIVE WEALTH MANAGEMENT, LLC

11.69K

Jun 30, 26

+1.42K

0.00%

Kovack Advisors, Inc.

11.66K

Jun 30, 26

-701

0.00%

Sanchez Wealth Management Group

11.51K

Jun 30, 26

-2.08K

0.00%

HF Advisory Group, LLC

11.38K

Jun 30, 26

+738

0.00%

VESTIA PERSONAL WEALTH ADVISORS

11.30K

Jun 30, 26

-16

0.00%

Brand Asset Management Group, Inc.

11.28K

Jun 30, 26

+19

0.00%

CIBC WORLD MARKET INC.

11.24K

Jun 30, 26

+5.40K

0.00%

Carnegie Capital Asset Management, LLC

11.21K

Jun 30, 26

-53

0.00%

Warner Group LLC

11.15K

Jun 30, 26

+11.15K

0.00%

PMG Wealth Management, Inc.

11.07K

Jun 30, 26

0.00%

Diversified Enterprises, LLC

10.94K

Jun 30, 26

-35

0.00%

McGlone Suttner Wealth Management, Inc.

10.76K

Jun 30, 26

0.00%

PERRYMAN FINANCIAL ADVISORY INC /AD

10.75K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

10.72K

Jun 30, 26

-1.56K

0.00%

VANGUARD ADVISERS INC

10.71K

Jun 30, 26

+53

0.00%

Rossmore Private Capital

10.69K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

10.68K

Jun 30, 26

-1.12K

0.00%

Dynamic Financial Group

10.67K

Jun 30, 26

+1.33K

0.00%

DAVENPORT & Co LLC

10.60K

Jun 30, 26

+1.75K

0.00%

Smithfield Trust Co

10.60K

Jun 30, 26

0.00%

Copley Financial Group, Inc.

10.51K

Jun 30, 26

-1.45K

0.00%

Fortune 45 LLC

10.50K

Jun 30, 26

+46

0.00%

CENTAURUS FINANCIAL, INC.

10.49K

Jun 30, 26

+104

0.00%

Midwest Trust Co

10.47K

Jun 30, 26

+921

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

10.47K

Jun 30, 26

0.00%

YHB Investment Advisors, Inc.

10.38K

Jun 30, 26

+600

0.00%

Peak Wealth Management LLC

10.38K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

10.36K

Jun 30, 26

-687

0.00%

626 Financial, LLC

10.26K

Jun 30, 26

0.00%

Sentinus, LLC

10.20K

Jun 30, 26

+62

0.00%

Investments & Financial Planning, LLC

10.07K

Jun 30, 26

-150

0.00%

Tribridge Partners Financial LLC

10.05K

Jun 30, 26

-220

0.00%

Glass Jacobson Investment Advisors llc

9.97K

Jun 30, 26

-122

0.00%

Wealth Enhancement Trust Services, Inc.

9.91K

Jun 30, 26

+218

0.00%

Key Capital Management, INC

9.85K

Jun 30, 26

+852

0.00%

Bogart Wealth, LLC

9.78K

Jun 30, 26

+131

0.00%

Pathway Financial Advisors LLC

9.73K

Jun 30, 26

0.00%

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

9.71K

Jun 30, 26

+173

0.00%

Aptus Capital Advisors, LLC

9.68K

Jun 30, 26

+614

0.00%

Arbor Wealth Advisors LLC

9.65K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

9.64K

Jun 30, 26

-1.24K

0.00%

Miracle Mile Advisors, LLC

9.59K

Jun 30, 26

+1.88K

0.00%

SIGNATUREFD, LLC

9.55K

Jun 30, 26

+3.86K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.54K

Jun 30, 26

+1.07K

0.00%

Ballentine Partners, LLC

9.52K

Jun 30, 26

-22.21K

0.00%

MBL Wealth, LLC

9.51K

Jun 30, 26

+66

0.00%

Regal Investment Advisors LLC

9.39K

Jun 30, 26

+158

0.00%

ALTFEST L J & CO INC

9.38K

Jun 30, 26

-170

0.00%

Bluesphere Advisors, LLC

9.22K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

9.21K

Jun 30, 26

+3.44K

0.00%

First Financial Bank - Trust Division

8.99K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

8.99K

Jun 30, 26

+2.70K

0.00%

SAX WEALTH ADVISORS, LLC

8.89K

Jun 30, 26

0.00%

Brio Consultants, LLC

8.86K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

8.83K

Jun 30, 26

-601

0.00%

Portland Financial Advisors Inc

8.82K

Jun 30, 26

0.00%

Trueblood Wealth Management, LLC

8.76K

Jun 30, 26

+13

0.00%

Crescent Sterling, Ltd.

8.70K

Jun 30, 26

0.00%

XY Planning Network, Inc.

8.69K

Jun 30, 26

+8.69K

0.00%

Walser Wealth Management Company, A Ltd Liability Co

8.56K

Jun 30, 26

-2.91K

0.00%

Kestra Investment Management, LLC

8.52K

Jun 30, 26

-6.06K

0.00%

Moors & Cabot, Inc.

8.49K

Jun 30, 26

+8.49K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

8.48K

Jun 30, 26

-955

0.00%

Cascade Investment Advisors, Inc.

8.47K

Jun 30, 26

-200

0.00%

AWM CAPITAL, LLC

8.42K

Jun 30, 26

-6.26K

0.00%

Soltis Investment Advisors LLC

8.38K

Jun 30, 26

-2.19K

0.00%

Caprock Group, LLC

8.38K

Jun 30, 26

+1.44K

0.00%

KRAEMATON INVESTMENT ADVISORS, INC

8.37K

Jun 30, 26

-138

0.00%

CAHABA WEALTH MANAGEMENT, INC.

8.35K

Jun 30, 26

+990

0.00%

Narus Financial Partners, LLC

8.32K

Jun 30, 26

+507

0.00%

Compass Financial Services Inc

8.30K

Jun 30, 26

+11

0.00%

OakTrust Wealth Advisors, LLC

8.22K

Jun 30, 26

+23

0.00%

Fortis Group Advisors, LLC

8.11K

Jun 30, 26

+462

0.00%

GDS Wealth Management

8.06K

Jun 30, 26

0.00%

Capital Square, LLC

8.04K

Jun 30, 26

+469

0.00%

Clarity Capital Advisors, LLC

8.02K

Jun 30, 26

0.00%

Tilson Financial Group, Inc.

8.00K

Jun 30, 26

+18

0.00%

Mullaney, Keating & Wright, Inc.

7.95K

Jun 30, 26

+993

0.00%

Wealth Advisory Solutions, LLC

7.94K

Jun 30, 26

+48

0.00%

Johnson Wealth Management, LLC

7.94K

Jun 30, 26

0.00%

Curran Financial Partners, LLC

7.87K

Jun 30, 26

+1.55K

0.00%

Darrow Company, Inc.

7.86K

Jun 30, 26

+23

0.00%

South Shore Capital Advisors

7.83K

Jun 30, 26

0.00%

O'Keefe Stevens Advisory, Inc.

7.83K

Jun 30, 26

0.00%

Tidemark, LLC

7.80K

Jun 30, 26

+2.14K

0.00%

Daviman Financial, LLC

7.79K

Jun 30, 26

+39

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

7.76K

Jun 30, 26

+3.38K

0.00%

OARSMAN CAPITAL, INC.

7.74K

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

7.66K

Jun 30, 26

0.00%

Inscription Capital, LLC

7.64K

Jun 30, 26

+7.64K

0.00%

Sanibel Captiva Trust Company, Inc.

7.63K

Jun 30, 26

0.00%

AlphaCore Capital LLC

7.57K

Jun 30, 26

+825

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.54K

Jun 30, 26

0.00%

Financial Solutions Advisory Group, Inc.

7.53K

Jun 30, 26

-928

0.00%

Black Diamond Financial, LLC

7.53K

Jun 30, 26

0.00%

Pensionmark Financial Group, LLC

7.37K

Jun 30, 26

+2.35K

0.00%

NWF Advisory Services Inc.

7.34K

Jun 30, 26

+670

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

7.31K

Jun 30, 26

+1.10K

0.00%

Family Wealth Group, LLC

7.30K

Jun 30, 26

+470

0.00%

Colter Lewis Investment Partners LLC

7.24K

Jun 30, 26

+32

0.00%

Asset Allocation Strategies LLC

7.20K

Jun 30, 26

-1.48K

0.00%

Allie Family Office LLC

7.16K

Jun 30, 26

0.00%

SCS Capital Management LLC

7.13K

Jun 30, 26

0.00%

DV Trading LLC

7.12K

Jun 30, 26

+7.12K

0.00%

Keebeck Wealth Management, LLC

7.12K

Jun 30, 26

0.00%

AVISO WEALTH MANAGEMENT

7.11K

Jun 30, 26

+56

0.00%

SUMMIT WEALTH GROUP LLC / CO

7.11K

Jun 30, 26

+301

0.00%

Iowa State Bank

7.10K

Jun 30, 26

0.00%

ALLIANCEBERNSTEIN L.P.

7.09K

Jun 30, 26

0.00%

Retirement Planning Co of New England, Inc.

7.09K

Jun 30, 26

+19

0.00%

Somerset Trust Co

7.05K

Jun 30, 26

-157

0.00%

SYON CAPITAL LLC

7.04K

Jun 30, 26

-2.20K

0.00%

Drucker Wealth 3.0, LLC

7.03K

Jun 30, 26

-1.61K

0.00%

Mayfair Advisory Group, LLC

7.02K

Jun 30, 26

0.00%

SHP Wealth Management

6.96K

Jun 30, 26

-992

0.00%

Acorn Wealth Advisors, LLC

6.95K

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

6.94K

Jun 30, 26

-176

0.00%

Gallagher Fiduciary Advisors, LLC

6.91K

Jun 30, 26

-1.67K

0.00%

Warren Street Wealth Advisors, LLC

6.90K

Jun 30, 26

-284

0.00%

Wealth Alliance

6.88K

Jun 30, 26

+2.37K

0.00%

Kovitz Investment Group Partners, LLC

6.87K

Jun 30, 26

-131

0.00%

ETF Store, Inc.

6.83K

Jun 30, 26

+15

0.00%

WESTBOURNE INVESTMENTS, INC.

6.80K

Jun 30, 26

+325

0.00%

QRG CAPITAL MANAGEMENT, INC.

6.76K

Jun 30, 26

+1.54K

0.00%

Catalytic Wealth RIA, LLC

6.75K

Jun 30, 26

0.00%

Empirical Asset Management, LLC

6.74K

Jun 30, 26

-492

0.00%

Dynamic Advisor Solutions LLC

6.73K

Jun 30, 26

+1.04K

0.00%

POM Investment Strategies, LLC

6.73K

Jun 30, 26

-130

0.00%

JMG Financial Group, Ltd.

6.66K

Jun 30, 26

-34

0.00%

Twelve Points Wealth Management LLC

6.63K

Jun 30, 26

+235

0.00%

Cassilly Financial Group LLC

6.60K

Jun 30, 26

-359

0.00%

Cascade Financial Partners, LLC

6.59K

Jun 30, 26

+411

0.00%

Snider Financial Group

6.59K

Jun 30, 26

-1.26K

0.00%

PUREfi Wealth, LLC

6.58K

Jun 30, 26

0.00%

Centurion Wealth Management LLC

6.58K

Jun 30, 26

+6.58K

0.00%

Key Client Fiduciary Advisors, LLC

6.58K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

6.55K

Jun 30, 26

+563

0.00%

Essex Financial Services, Inc.

6.53K

Jun 30, 26

+6.53K

0.00%

Everest Financial Group LLC

6.52K

Jun 30, 26

0.00%

JMN Financial LLC

6.52K

Jun 30, 26

-49

0.00%

Cerro Pacific Wealth Advisors LLC

6.48K

Jun 30, 26

-543

0.00%

AMG National Trust Bank

6.48K

Jun 30, 26

+6.48K

0.00%

Stiles Financial Services Inc

6.42K

Jun 30, 26

+75

0.00%

ZEGA Investments, LLC

6.38K

Jun 30, 26

-291

0.00%

TIAA Wealth Investment Management LLC

6.37K

Jun 30, 26

+2.40K

0.00%

XTX Topco Ltd

6.37K

Jun 30, 26

+6.37K

0.00%

Vawter Financial, Ltd.

6.35K

Jun 30, 26

0.00%

Colonial River Wealth Management, LLC

6.27K

Jun 30, 26

-400

0.00%

Mission Creek Capital Partners, Inc.

6.27K

Jun 30, 26

0.00%

LCNB CORP

6.25K

Jun 30, 26

0.00%

Richard W. Paul & Associates, LLC

6.23K

Jun 30, 26

0.00%

Aegis Wealth Management, Inc.

6.21K

Jun 30, 26

+1.84K

0.00%

Apollon Wealth Management, LLC

6.21K

Jun 30, 26

-1.90K

0.00%

Ruggiero Investments, Inc.

6.19K

Jun 30, 26

-276

0.00%

Richmond Brothers, Inc.

6.17K

Jun 30, 26

+6.17K

0.00%

FRANKLIN RESOURCES INC

6.16K

Jun 30, 26

-174.54K

0.00%

KLCM Advisors, Inc.

6.11K

Jun 30, 26

+781

0.00%

Berkeley, Inc

6.10K

Jun 30, 26

0.00%

Thayer Partners, LLC / MA

6.10K

Jun 30, 26

+27

0.00%

Fisher Asset Management, LLC

6.09K

Jun 30, 26

+6.09K

0.00%

Second Line Capital, LLC

6.07K

Jun 30, 26

+354

0.00%

Grandview Asset Management LLC

6.07K

Jun 30, 26

-113

0.00%

Roehl & Yi Investment Advisors, LLC

6.06K

Jun 30, 26

0.00%

Virtue Capital Management, LLC

5.99K

Jun 30, 26

-287

0.00%

PRINCIPAL SECURITIES, INC.

5.97K

Jun 30, 26

-58

0.00%

Ballast, Inc.

5.97K

Jun 30, 26

-361

0.00%

GILL CAPITAL PARTNERS, LLC

5.92K

Jun 30, 26

0.00%

Lynx Investment Advisory

5.91K

Jun 30, 26

+24

0.00%

Evolution Wealth Advisors, LLC

5.90K

Jun 30, 26

0.00%

GoalVest Advisory LLC

5.86K

Jun 30, 26

0.00%

Pinion Investment Advisors, LLC

5.86K

Jun 30, 26

0.00%

WNY Asset Management, LLC

5.85K

Jun 30, 26

-521

0.00%

Smallwood Wealth Investment Management, LLC

5.84K

Jun 30, 26

0.00%

Brookwood Investment Group LLC

5.82K

Jun 30, 26

+1.66K

0.00%

FIRST COMMUNITY TRUST NA

5.82K

Jun 30, 26

0.00%

Essex Savings Bank

5.80K

Jun 30, 26

0.00%

Mascagni Wealth Management, Inc.

5.79K

Jun 30, 26

-24

0.00%

Mayflower Financial Advisors, LLC

5.78K

Jun 30, 26

-710

0.00%

Berger Financial Group, Inc

5.77K

Jun 30, 26

-524

0.00%

Reyes Financial Architecture, Inc.

5.74K

Jun 30, 26

-4

0.00%

MARIPAU WEALTH MANAGEMENT LLC

5.73K

Jun 30, 26

+5.73K

0.00%

DRAVO BAY LLC

5.65K

Jun 30, 26

-1.56K

0.00%

MMA ASSET MANAGEMENT LLC

5.64K

Jun 30, 26

-111

0.00%

Linscomb & Williams, Inc.

5.55K

Jun 30, 26

+5.55K

0.00%

Americana Partners, LLC

5.53K

Jun 30, 26

-961

0.00%

Focused Wealth Management, Inc

5.51K

Jun 30, 26

-593

0.00%

Old Peak Finance LLC

5.51K

Jun 30, 26

0.00%

Interchange Capital Partners, LLC

5.50K

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

5.46K

Jun 30, 26

-300

0.00%

Sharper & Granite LLC

5.40K

Jun 30, 26

-250

0.00%

SFG Wealth Management, LLC.

5.40K

Jun 30, 26

-36

0.00%

Hegarty Advisors, LLC

5.38K

Jun 30, 26

+13

0.00%

Venture Visionary Partners LLC

5.38K

Jun 30, 26

+286

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.37K

Jun 30, 26

+60

0.00%

Fiduciary Group LLC

5.37K

Jun 30, 26

-181

0.00%

Tranquility Partners, LLC

5.37K

Jun 30, 26

0.00%

BYRNE FINANCIAL FREEDOM, LLC

5.36K

Jun 30, 26

+262

0.00%

Everhart Financial Group, Inc.

5.30K

Jun 30, 26

0.00%

Shulman DeMeo Asset Management LLC

5.29K

Jun 30, 26

-41

0.00%

Fischer Financial Services, Inc.

5.26K

Jun 30, 26

+5.26K

0.00%

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

5.16K

Jun 30, 26

-302

0.00%

Kaizen Financial Strategies

5.15K

Jun 30, 26

+396

0.00%

Cape Investment Advisory, Inc.

5.12K

Jun 30, 26

-554

0.00%

Three Arch Wealth Management LLC

5.09K

Jun 30, 26

0.00%

Global View Capital Management LLC

5.09K

Jun 30, 26

+372

0.00%

MPWM ADVISORY SOLUTIONS, LLC

5.08K

Jun 30, 26

0.00%

HANCOCK WHITNEY CORP

5.03K

Jun 30, 26

-165

0.00%

Ariadne Wealth Management, LP

5.03K

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

5.03K

Jun 30, 26

-8.39K

0.00%

Rockwood Wealth Management, LLC

5.00K

Jun 30, 26

+1.42K

0.00%

One Charles Private Wealth Services, LLC

4.98K

Jun 30, 26

+4.98K

0.00%

Erickson Financial Group, LLC

4.98K

Jun 30, 26

-204

0.00%

Capital Advantage, Inc.

4.97K

Jun 30, 26

+4.97K

0.00%

Heritage Family Offices, LLP

4.97K

Jun 30, 26

+4.97K

0.00%

Pacific Excel Wealth Advisors, Inc.

4.97K

Jun 30, 26

-20.18K

0.00%

SMART Wealth LLC

4.95K

Jun 30, 26

+10

0.00%

Golden Reserve Retirement LLC

4.95K

Jun 30, 26

+4.95K

0.00%

Strategic Blueprint, LLC

4.93K

Jun 30, 26

-385

0.00%

Vestmark Advisory Solutions, Inc.

4.92K

Jun 30, 26

+4.92K

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

4.89K

Jun 30, 26

-1.34K

0.00%

Montz Harcus Wealth Management LLC

4.88K

Jun 30, 26

+535

0.00%

INSPIRE TRUST CO, N.A.

4.88K

Jun 30, 26

+4.88K

0.00%

WORLD EQUITY GROUP, INC.

4.88K

Jun 30, 26

+4.88K

0.00%

JFS WEALTH ADVISORS, LLC

4.88K

Jun 30, 26

-219

0.00%

Marion Wealth Management

4.88K

Jun 30, 26

+18

0.00%

Hurley Capital, LLC

4.86K

Jun 30, 26

+30

0.00%

Annex Advisory Services, LLC

4.86K

Jun 30, 26

-492

0.00%

Neuberger Berman Group LLC

4.85K

Jun 30, 26

0.00%

MCIA Inc

4.84K

Jun 30, 26

+338

0.00%

Glenview Trust Co

4.83K

Jun 30, 26

0.00%

LANE BROTHERS & CO INC

4.78K

Jun 30, 26

-254

0.00%

Garden State Investment Advisory Services LLC

4.74K

Jun 30, 26

-303

0.00%

Wise Wealth Partners

4.74K

Jun 30, 26

0.00%

Fusion Family Wealth LLC

4.71K

Jun 30, 26

0.00%

Up Capital Management, Inc.

4.64K

Jun 30, 26

+17

0.00%

Valued Retirements, Inc.

4.63K

Jun 30, 26

0.00%

Chris Bulman Inc

4.62K

Jun 30, 26

0.00%

KRM WEALTH MANAGEMENT L.L.C.

4.62K

Jun 30, 26

-21

0.00%

Procyon Advisors, LLC

4.62K

Jun 30, 26

-864

0.00%

Amicus Financial Advisors, LLC

4.60K

Jun 30, 26

-105

0.00%

Nuveen, LLC

4.55K

Jun 30, 26

+4.55K

0.00%

Arrowroot Family Office, LLC

4.54K

Jun 30, 26

+15

0.00%

Pacific Point Advisors, LLC

4.54K

Jun 30, 26

+4.54K

0.00%

Intellectus Partners, LLC

4.50K

Jun 30, 26

0.00%

Note Advisors, LLC

4.48K

Jun 30, 26

0.00%

Goldstein Advisors, LLC

4.47K

Jun 30, 26

0.00%

FIRST INTERSTATE BANK

4.47K

Jun 30, 26

+4.47K

0.00%

Purkiss Capital Advisors LLC

4.46K

Jun 30, 26

+4.46K

0.00%

Choate Investment Advisors

4.45K

Jun 30, 26

0.00%

Grantvest Financial Group LLC

4.44K

Jun 30, 26

+12

0.00%

Principle Wealth Partners LLC

4.43K

Jun 30, 26

0.00%

Capital Group Private Client Services, Inc.

4.41K

Jun 30, 26

+840

0.00%

VALLEY NATIONAL ADVISERS INC

4.35K

Jun 30, 26

0.00%

Dougherty Wealth Advisers LLC

4.34K

Jun 30, 26

0.00%

LexAurum Advisors, LLC

4.33K

Jun 30, 26

0.00%

Mustard Seed Financial, LLC

4.32K

Jun 30, 26

-101

0.00%

Oath Planning, LLC

4.32K

Jun 30, 26

+19

0.00%

Phillip James Consulting Co.

4.32K

Jun 30, 26

+4.32K

0.00%

B. Riley Wealth Advisors, Inc.

4.30K

Jun 30, 26

+15

0.00%

Walleye Partners, LLC

4.30K

Jun 30, 26

0.00%

BESSEMER GROUP INC

4.29K

Jun 30, 26

+4.09K

0.00%

Howard Capital Management Group, LLC

4.27K

Jun 30, 26

0.00%

Thrive Capital Management, LLC

4.26K

Jun 30, 26

+4.26K

0.00%

Squarepoint Ops LLC

4.25K

Jun 30, 26

+4.25K

0.00%

Forza Wealth Management, LLC

4.17K

Jun 30, 26

0.00%

Accel Wealth Management

4.16K

Jun 30, 26

+16

0.00%

NWAM LLC

4.14K

Jun 30, 26

+580

0.00%

TCTC Holdings, LLC

4.12K

Jun 30, 26

0.00%

Sterling Investment Counsel, LLC

4.11K

Jun 30, 26

-863

0.00%

Vantage Point Financial LLC

4.09K

Jun 30, 26

+4.09K

0.00%

Elm Partners Management LLC

4.09K

Jun 30, 26

-624

0.00%

FINANCIAL MANAGEMENT NETWORK INC

4.08K

Jun 30, 26

+4.08K

0.00%

Cambridge Advisors Inc.

4.07K

Jun 30, 26

-700

0.00%

Holistic Planning, LLC

4.04K

Jun 30, 26

-35.20K

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

4.03K

Jun 30, 26

-106

0.00%

ACUTE INVESTMENT ADVISORY, LLC

4.02K

Jun 30, 26

-180

0.00%

SmartHarvest Portfolios, LLC

4.01K

Jun 30, 26

0.00%

DELTA CAPITAL MANAGEMENT LLC

4.00K

Jun 30, 26

0.00%

Winch Advisory Services, LLC

3.97K

Jun 30, 26

-3

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

3.96K

Jun 30, 26

-358

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

3.95K

Jun 30, 26

-4.37K

0.00%

Empower Advisory Group, LLC

3.94K

Jun 30, 26

-69

0.00%

Veracity Capital LLC

3.93K

Jun 30, 26

-54

0.00%

Asio Capital, LLC

3.91K

Jun 30, 26

0.00%

Trifecta Capital Advisors, LLC

3.90K

Jun 30, 26

0.00%

Benchmark Financial Wealth Advisors, LLC

3.90K

Jun 30, 26

+17

0.00%

COWA, LLC

3.90K

Jun 30, 26

0.00%

HBK Sorce Advisory LLC

3.90K

Jun 30, 26

+27

0.00%

FIRST CITIZENS BANK & TRUST CO

3.90K

Jun 30, 26

-952

0.00%

White Lighthouse Investment Management Inc.

3.88K

Jun 30, 26

+96

0.00%

Fortitude Financial, LLC

3.88K

Jun 30, 26

-1.85K

0.00%

BAYBAN

3.87K

Jun 30, 26

-49

0.00%

Advisor Resource Council

3.85K

Jun 30, 26

-260

0.00%

FORVIS Wealth Advisors, LLC

3.84K

Jun 30, 26

+3.84K

0.00%

Glassman Wealth Services

3.83K

Jun 30, 26

0.00%

Crews Bank & Trust

3.82K

Jun 30, 26

0.00%

Keenan, LLC

3.81K

Jun 30, 26

+58

0.00%

Innovative Wealth Building LLC

3.77K

Jun 30, 26

+3.77K

0.00%

WESTCO ADVISORY SERVICES INC /ADV

3.77K

Jun 30, 26

-33

0.00%

Stirlingshire Investments, Inc.

3.75K

Jun 30, 26

-252

0.00%

Capital Management Associates, Inc

3.74K

Jun 30, 26

+3.74K

0.00%

FINANCIAL ADVISORY PARTNERS, LLC

3.71K

Jun 30, 26

+3.71K

0.00%

Tactive Advisors, LLC

3.70K

Jun 30, 26

-900

0.00%

EverSource Wealth Advisors, LLC

3.68K

Jun 30, 26

-9.08K

0.00%

Bernardo Wealth Planning LLC

3.68K

Jun 30, 26

0.00%

Summit Place Financial Advisors, LLC

3.67K

Jun 30, 26

0.00%

Stonebridge Financial Planning Group, LLC

3.65K

Jun 30, 26

0.00%

Wilkins Miller Wealth Management, LLC

3.64K

Jun 30, 26

+12

0.00%

Wealthcare Capital Partners, LLC

3.61K

Jun 30, 26

+3.61K

0.00%

VILLERE ST DENIS J & CO LLC

3.60K

Jun 30, 26

0.00%

Indivisible Partners

3.60K

Jun 30, 26

+3.60K

0.00%

Falcon Wealth Planning

3.56K

Jun 30, 26

0.00%

Emerald Advisors, LLC

3.55K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

3.55K

Jun 30, 26

+677

0.00%

AdviceOne Advisory Services, LLC

3.54K

Jun 30, 26

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

3.54K

Jun 30, 26

+3.54K

0.00%

Regatta Research & Money Management

3.53K

Jun 30, 26

+3.53K

0.00%

AGH Wealth Advisors, LLC

3.51K

Jun 30, 26

-93

0.00%

ROTHSCHILD INVESTMENT LLC

3.51K

Jun 30, 26

0.00%

SwitchPoint Financial Planning, LLC

3.50K

Jun 30, 26

+3.50K

0.00%

Allen Capital Group, LLC

3.50K

Jun 30, 26

+3.50K

0.00%

Madison Wealth Partners, Inc

3.49K

Jun 30, 26

+3.49K

0.00%

StoneX Group Inc.

3.47K

Jun 30, 26

+3.47K

0.00%

Hibernia Wealth Partners, LLC

3.46K

Jun 30, 26

-580

0.00%

Invera Wealth Advisors, LLC

3.46K

Jun 30, 26

+3.46K

0.00%

Spartan Wealth Advisory Services LLC

3.45K

Jun 30, 26

-177

0.00%

Topsail Wealth Management, LLC

3.45K

Jun 30, 26

0.00%

Helen Stephens Group, LLC

3.45K

Jun 30, 26

+3.45K

0.00%

Horizon Wealth Management, LLC

3.40K

Jun 30, 26

+3.40K

0.00%

Clear Harbor Asset Management, LLC

3.40K

Jun 30, 26

+3.40K

0.00%

Financial Strategies Group, Inc.

3.39K

Jun 30, 26

-59

0.00%

LRI Investments, LLC

3.38K

Jun 30, 26

0.00%

KPP Advisory Services LLC

3.37K

Jun 30, 26

-1.36K

0.00%

Coign Capital Advisors LLC

3.37K

Jun 30, 26

+3.37K

0.00%

Venturi Wealth Management, LLC

3.36K

Jun 30, 26

+3.36K

0.00%

PALLADIEM, LLC

3.36K

Jun 30, 26

-67.44K

0.00%

Hopwood Financial Services, Inc.

3.35K

Jun 30, 26

+3.35K

0.00%

Valeo Financial Advisors, LLC

3.34K

Jun 30, 26

+3.34K

0.00%

GERMAN AMERICAN BANCORP, INC.

3.33K

Jun 30, 26

+3.33K

0.00%

MFA Wealth Services

3.32K

Jun 30, 26

+3.32K

0.00%

Members Trust Co

3.32K

Jun 30, 26

+3.32K

0.00%

Robertson Stephens Wealth Management, LLC

3.31K

Jun 30, 26

+3.31K

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

3.25K

Jun 30, 26

+3.25K

0.00%

Johnson Financial Group, Inc.

3.24K

Jun 30, 26

-1.58K

0.00%

Ronald Blue Trust, Inc.

3.23K

Jun 30, 26

+272

0.00%

EVERMAY WEALTH MANAGEMENT LLC

3.18K

Jun 30, 26

0.00%

Peak Retirement Planning, Inc.

3.16K

Jun 30, 26

+3.16K

0.00%

SBI Securities Co., Ltd.

3.14K

Jun 30, 26

+62

0.00%

HANTZ FINANCIAL SERVICES, INC.

3.09K

Jun 30, 26

-326

0.00%

NATIONAL BANK OF CANADA /FI/

3.08K

Jun 30, 26

-797

0.00%

Moisand Fitzgerald Tamayo, LLC

3.06K

Jun 30, 26

-230

0.00%

PIN OAK INVESTMENT ADVISORS INC

3.03K

Jun 30, 26

0.00%

Concord Wealth Partners

2.96K

Jun 30, 26

-583

0.00%

Ancora Advisors, LLC

2.96K

Jun 30, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

2.83K

Jun 30, 26

-4.35K

0.00%

Creative Capital Management Investments LLC

2.81K

Jun 30, 26

+2.81K

0.00%

Colonial Trust Co / SC

2.80K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

2.71K

Jun 30, 26

0.00%

Operose Advisors LLC

2.69K

Jun 30, 26

-511

0.00%

Indiana Trust & Investment Management CO

2.69K

Jun 30, 26

-83

0.00%

FIDUCIARY FINANCIAL ADVISORS

2.65K

Jun 30, 26

+2.65K

0.00%

Continuum Advisory, LLC

2.62K

Jun 30, 26

+2.62K

0.00%

Heritage Wealth Advisors

2.49K

Jun 30, 26

+2.49K

0.00%

Lloyd Advisory Services, LLC.

2.48K

Jun 30, 26

+1.11K

0.00%

Buck Wealth Strategies, LLC

2.44K

Jun 30, 26

+2.44K

0.00%

Archer Investment Corp

2.41K

Jun 30, 26

-137

0.00%

Murphy & Mullick Capital Management Corp

2.40K

Jun 30, 26

0.00%

Noble Wealth Management PBC

2.26K

Jun 30, 26

-5

0.00%

Private Wealth Asset Management, LLC

2.23K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

2.21K

Jun 30, 26

+1.05K

0.00%

TD PRIVATE CLIENT WEALTH LLC

2.16K

Jun 30, 26

0.00%

Independence Bank of Kentucky

2.16K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

2.04K

Jun 30, 26

+2.04K

0.00%

REAP Financial Group, LLC

2.04K

Jun 30, 26

+1.92K

0.00%

Acropolis Investment Management, LLC

1.95K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.93K

Jun 30, 26

+197

0.00%

MASECO LLP

1.89K

Jun 30, 26

+287

0.00%

DELTA ASSET MANAGEMENT LLC/TN

1.88K

Jun 30, 26

+1.88K

0.00%

Bare Financial Services, Inc

1.83K

Jun 30, 26

0.00%

Crewe Advisors LLC

1.82K

Jun 30, 26

+1.08K

0.00%

Migdal Insurance & Financial Holdings Ltd.

1.76K

Jun 30, 26

0.00%

Basepoint Wealth LLC

1.68K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.66K

Jun 30, 26

0.00%

Main Street Group, LTD

1.65K

Jun 30, 26

0.00%

Strive Financial Group ,LLC

1.65K

Jun 30, 26

-144

0.00%

Trust Co

1.64K

Jun 30, 26

+302

0.00%

Coston, McIsaac & Partners

1.63K

Jun 30, 26

0.00%

Urban Financial Advisory Corp

1.62K

Jun 30, 26

-670

0.00%

Pacific Center for Financial Services

1.58K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

1.53K

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

1.51K

Jun 30, 26

0.00%

Hickory Point Bank & Trust

1.51K

Jun 30, 26

0.00%

Knuff & Co LLC

1.50K

Jun 30, 26

0.00%

NVWM, LLC

1.46K

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.46K

Jun 30, 26

0.00%

Family Management Corp

1.27K

Jun 30, 26

+1.27K

0.00%

Cornerstone Planning Group LLC

1.26K

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.25K

Jun 30, 26

-52

0.00%

Wagner Wealth Management, LLC

1.20K

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

1.18K

Jun 30, 26

-934

0.00%

WealthShield Partners, LLC

1.18K

Jun 30, 26

-25.97K

0.00%

Manchester Capital Management LLC

1.16K

Jun 30, 26

-290

0.00%

FIRST FINANCIAL CORP /IN/

1.16K

Jun 30, 26

0.00%

CASTLEKEEP INVESTMENT ADVISORS LLC

1.13K

Jun 30, 26

+1.13K

0.00%

NBT BANK N A /NY

1.13K

Jun 30, 26

-693

0.00%

Asset Dedication, LLC

1.12K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.10K

Jun 30, 26

+29

0.00%

BALLAST ADVISORS LLC

1.06K

Jun 30, 26

+15

0.00%

Access Investment Management LLC

1.05K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

1.02K

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

1.02K

Jun 30, 26

0.00%

SouthState Corp

1.00K

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

911

Jun 30, 26

0.00%

Downshift Financial, LLC

898

Jun 30, 26

+898

0.00%

SALEM INVESTMENT COUNSELORS INC

898

Jun 30, 26

0.00%

STEPH & CO

885

Jun 30, 26

-394

0.00%

Essential Partners LLC

869

Jun 30, 26

0.00%

CENTRAL TRUST Co

864

Jun 30, 26

+661

0.00%

MJT & Associates Financial Advisory Group, Inc.

840

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

837

Jun 30, 26

+571

0.00%

Clearstead Advisors, LLC

822

Jun 30, 26

-5.54K

0.00%

Brooklyn FI, LLC

816

Jun 30, 26

+816

0.00%

TFC Financial Management, Inc.

799

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

796

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

781

Jun 30, 26

+85

0.00%

VIMA LLC

769

Jun 30, 26

+769

0.00%

Tradewinds, LLC.

752

Jun 30, 26

+752

0.00%

DecisionPoint Financial, LLC

750

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

749

Jun 30, 26

+529

0.00%

StrongBox Wealth, LLC

740

Jun 30, 26

+740

0.00%

FWL INVESTMENT MANAGEMENT, LLC

735

Jun 30, 26

0.00%

North Star Investment Management Corp.

713

Jun 30, 26

0.00%

Oakworth Capital, Inc.

700

Jun 30, 26

+700

0.00%

Atlantic Union Bankshares Corp

694

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

671

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

667

Jun 30, 26

0.00%

Align Financial, LLC

661

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

651

Jun 30, 26

0.00%

Clark Wealth Partners

630

Jun 30, 26

+630

0.00%

ATLAS CAPITAL ADVISORS LLC

619

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

617

Jun 30, 26

0.00%

Park Place Capital Corp

597

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

576

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

569

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

560

Jun 30, 26

0.00%

PlanVest Financial, Inc

553

Jun 30, 26

0.00%

Triumph Capital Management

548

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

544

Jun 30, 26

0.00%

CVA Family Office, LLC

541

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

536

Jun 30, 26

-78

0.00%

FIDUCIARY ADVISORS, INC.

512

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

503

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

477

Jun 30, 26

0.00%

Leo H. Evart, Inc.

445

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

432

Jun 30, 26

0.00%

Hartford Financial Management Inc.

420

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

402

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

395

Jun 30, 26

0.00%

Napier Financial, LLC

383

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

371

Jun 30, 26

0.00%

SYM FINANCIAL Corp

368

Jun 30, 26

+368

0.00%

Hanson & Doremus Investment Management

353

Jun 30, 26

0.00%

Signature Equity Partners, LLC

345

Jun 30, 26

-155

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

340

Jun 30, 26

0.00%

EPG Wealth Management LLC

329

Jun 30, 26

0.00%

CARDIFF PARK ADVISORS, LLC

328

Jun 30, 26

0.00%

RHL GROUP, LLC

327

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

325

Jun 30, 26

+325

0.00%

KERR FINANCIAL PLANNING Corp

296

Jun 30, 26

+130

0.00%

Pacifica Partners Inc.

290

Jun 30, 26

0.00%

CITY HOLDING CO

290

Jun 30, 26

-15

0.00%

Dogwood Wealth Management LLC

282

Jun 30, 26

-1.01K

0.00%

BIRCHBROOK, INC.

269

Jun 30, 26

0.00%

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

250

Jun 30, 26

0.00%

Atlatl Advisers LLC

231

Jun 30, 26

+231

0.00%

Providence Capital Advisors, LLC

229

Jun 30, 26

0.00%

Networth Advisors, LLC

221

Jun 30, 26

-42

0.00%

Avion Wealth

213

Jun 30, 26

0.00%

WPG Advisers, LLC

210

Jun 30, 26

0.00%

Go Invest LLC

207

Jun 30, 26

+16

0.00%

Silver Grove Financial Group, Inc.

201

Jun 30, 26

0.00%

DT Investment Partners, LLC

200

Jun 30, 26

0.00%

Hughes Financial Services, LLC

198

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

181

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

179

Jun 30, 26

0.00%

Byrne Asset Management LLC

172

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

163

Jun 30, 26

-27

0.00%

Addison Advisors LLC

163

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

163

Jun 30, 26

0.00%

GAMMA Investing LLC

159

Jun 30, 26

+42

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

151

Jun 30, 26

+151

0.00%

BLUELINE ADVISORS LLC

140

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

136

Jun 30, 26

0.00%

United Community Bank

128

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

124

Jun 30, 26

0.00%

EASTERN BANK

120

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

114

Jun 30, 26

0.00%

Blume Capital Management, Inc.

112

Jun 30, 26

0.00%

Robinswood Financial LLC

107

Jun 30, 26

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

-284

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+64

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Stone House Investment Management, LLC

Jun 30, 26

0.00%

CNB Bank

Jun 30, 26

-17

0.00%

Monetary Solutions, Ltd

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

+38

0.00%

HORIZON BANCORP INC /IN/

Jun 30, 26

0.00%

Timbuktu Capital Management, LLC

Jun 30, 26

+35

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+31

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

-210

0.00%

Breakwater Investment Management

Jun 30, 26

0.00%

Montgomery Financial Services LLC

Jun 30, 26

+20

0.00%

SITTNER & NELSON, LLC

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

Rakuten Securities, Inc.

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

-720

0.00%

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-200.00K

Graetz Wealth LLC

Jun 30, 26

-3.54K

Guardian Capital, LLC

Jun 30, 26

-4.55K

Fiduciary Alliance LLC

Jun 30, 26

-3.65K

GTS SECURITIES LLC

Jun 30, 26

-25.86K

Wealth Science Advisors LLC

Jun 30, 26

-654

Destiny Wealth Partners, LLC

Jun 30, 26

-62

Strategic Financial Concepts, LLC

Jun 30, 26

-10.82K

Goodman Advisory Group, LLC

Jun 30, 26

-322.87K

TOMPKINS FINANCIAL CORP

Jun 30, 26

-526

Integrity Advisory Solutions, LLC

Jun 30, 26

-4.00K

Team Financial Group, LLC

Jun 30, 26

-281

AMERIFLEX GROUP, INC.

Jun 30, 26

-92

IFS Group,LLC

Jun 30, 26

-3.98K

TopTier Wealth Management, LLC

Jun 30, 26

-810

COLDSTREAM CAPITAL MANAGEMENT INC

Jun 30, 26

-3.85K

BridgePort Financial Solutions, LLC

Jun 30, 26

-8.22K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-841

True Link Financial Advisors, LLC

Jun 30, 26

-1.75K

CURIO WEALTH, LLC

Jun 30, 26

-705

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-5.16K

DIVERSIFIED MANAGEMENT INC

Jun 30, 26

-16.48K

Richmond Investment Services, LLC

Jun 30, 26

-11.84K

Kensington Asset Management, LLC

Jun 30, 26

-41.88K

Golden State Equity Partners

Jun 30, 26

-11.77K

Detalus Advisors, LLC

Jun 30, 26

-10.60K

Aprio Wealth Management, LLC

Jun 30, 26

-5.72K

Sound Income Strategies, LLC

Jun 30, 26

-1.00K

HRT FINANCIAL LP

Jun 30, 26

-4.88K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-2.41K

DROMS STRAUSS ADVISORS INC /MO/ /ADV

Jun 30, 26

-5.03K

GODSEY & GIBB, INC

Jun 30, 26

-286

Net Worth Advisory Group

Jun 30, 26

-7.82K

Bank Julius Baer & Co. Ltd, Zurich

Jun 30, 26

-13.90K

Global Wealth Strategies & Associates

Jun 30, 26

-1.11K

GLENMEDE TRUST CO NA

Jun 30, 26

-442

PEOPLES BANK /OH

Jun 30, 26

-3.82K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-301

JANE STREET GROUP, LLC

Jun 30, 26

-26.35K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-1.00K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-638

Kingdom Financial Group LLC.

Jun 30, 26

-1.36K

FIRETHORN WEALTH PARTNERS, LLC

Jun 30, 26

-4.48K

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

Jun 30, 26

-4.03K

Magnolia Wealth Management, LLC

Jun 30, 26

-122

Banque Transatlantique SA

Jun 30, 26

-74

PRAIRIEVIEW WEALTH PARTNERS, LLC

Jun 30, 26

-7.82K

Truepoint, Inc.

Jun 30, 26

-6.94K

First Pacific Financial

Jun 30, 26

-138

ADVISORTRUST PARTNERS, LLC

Jun 30, 26

-518

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-9.22K

CWM, LLC

4.16M

Mar 31, 26

+76.76K

0.71%

JOURNEY STRATEGIC WEALTH LLC

563.13K

Mar 31, 26

+42.65K

0.10%

SIGNET FINANCIAL MANAGEMENT, LLC

508.31K

Mar 31, 26

-2.46K

0.09%

Gibbs Wealth Management

434.66K

Mar 31, 26

+245.76K

0.07%

rebel Financial LLC

279.28K

Mar 31, 26

+3.86K

0.05%

Financial Gravity Asset Management, Inc.

185.36K

Mar 31, 26

+9.21K

0.03%

Red Tortoise LLC

70.84K

Mar 31, 26

+181

0.01%

Hunting Hill Global Capital, LLC

41.36K

Mar 31, 26

-82.76K

0.01%

U.S. Capital Wealth Advisors, LLC

40.52K

Mar 31, 26

-2.56K

0.01%

JANUS HENDERSON GROUP PLC

31.02K

Mar 31, 26

0.01%

Financial Insights, Inc.

17.82K

Mar 31, 26

+1.15K

0.00%

GM Advisory Group, Inc.

15.21K

Mar 31, 26

+2.10K

0.00%

Coordinated Financial Services, Inc.

14.81K

Mar 31, 26

-371

0.00%

EXENCIAL WEALTH ADVISORS, LLC

12.24K

Mar 31, 26

-4

0.00%

DGS Capital Management, LLC

9.61K

Mar 31, 26

-280

0.00%

Leo Wealth, LLC

7.35K

Mar 31, 26

+1.52K

0.00%

BROWN, LISLE/CUMMINGS, INC.

3.45K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

2.96K

Mar 31, 26

-26

0.00%

Evelyn Partners Asset Management Ltd

806

Mar 31, 26

+806

0.00%

Parkside Financial Bank & Trust

284

Mar 31, 26

0.00%

Anfield Capital Management, LLC

118

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

+27

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

-259

NICOLET ADVISORY SERVICES, LLC

1.21M

Dec 31, 25

-1.96M

0.21%

CIBC Private Wealth Group, LLC

258.40K

Dec 31, 25

+60.99K

0.04%

MERITAGE PORTFOLIO MANAGEMENT

213.40K

Dec 31, 25

-3.86K

0.04%

Quent Long Short Global Small Cap Fund, LP

154.95K

Dec 31, 25

+154.95K

0.03%

COMERICA BANK

59.44K

Dec 31, 25

-2.95K

0.01%

FineMark National Bank & Trust

39.22K

Dec 31, 25

+26.57K

0.01%

MGB Wealth Management, LLC

15.43K

Dec 31, 25

+3.73K

0.00%

AIFG Consultants Ltd.

14.41K

Dec 31, 25

-184

0.00%

VANGUARD GROUP INC

9.06K

Dec 31, 25

+377

0.00%

ORG Partners LLC

8.77K

Dec 31, 25

-66

0.00%

Cadence Bank

5.64K

Dec 31, 25

+5.64K

0.00%

GPS Wealth Strategies Group, LLC

4.32K

Dec 31, 25

-115.57K

0.00%

TUCKER ASSET MANAGEMENT LLC

3.92K

Dec 31, 25

0.00%

New Millennium Group LLC

292

Dec 31, 25

+292

0.00%

Ransom Advisory, Ltd

250

Dec 31, 25

+250

0.00%

REDMONT WEALTH ADVISORS LLC

135

Dec 31, 25

0.00%

Promus Capital, LLC

196.30K

Sep 30, 25

+4.64K

0.03%

Gunma Bank,Ltd.

163.20K

Sep 30, 25

0.03%

Cubist Systematic Strategies, LLC

52.64K

Sep 30, 25

+36.21K

0.01%

Bristlecone Advisors, LLC

36.90K

Sep 30, 25

+10

0.01%

Hutchinson Financial Advisors, INC

25.92K

Sep 30, 25

-4.67K

0.00%

Wealthstream Advisors, Inc.

14.93K

Sep 30, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

11.77K

Sep 30, 25

-412

0.00%

Accredited Wealth Management, LLC

3.08K

Sep 30, 25

+2.81K

0.00%

Guerra Advisors Inc

2.02K

Sep 30, 25

+2.02K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

1.32K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

1.20K

Sep 30, 25

0.00%

Pineridge Advisors LLC

550

Sep 30, 25

-4

0.00%

Abich Financial Wealth Management LLC

495

Sep 30, 25

+495

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-157

L.M. KOHN & COMPANY

Sep 30, 25

-7.37K

Financial Advocates Investment Management

Sep 30, 25

-172.59K

Good Life Advisors, LLC

1.28M

Jun 30, 25

-43.15K

0.22%

AVANTAX ADVISORY SERVICES, INC.

441.22K

Jun 30, 25

+4.13K

0.08%

Christopher J. Hasenberg, Inc

405.57K

Jun 30, 25

+405.57K

0.07%

Money Design Co.,Ltd.

376.48K

Jun 30, 25

+16.52K

0.06%

Atria Wealth Solutions, Inc.

156.37K

Jun 30, 25

-19.44K

0.03%

Tyler-Stone Wealth Management

75.30K

Jun 30, 25

-1.21K

0.01%

Wambolt & Associates, LLC

49.62K

Jun 30, 25

-1.22K

0.01%

Graypoint LLC

42.21K

Jun 30, 25

0.01%

Better Money Decisions, LLC

36.65K

Jun 30, 25

+1.06K

0.01%

SUMMIT INVESTMENT ADVISORS, INC.

32.49K

Jun 30, 25

+136

0.01%

Elios Financial Group Inc.

32.09K

Jun 30, 25

+2.75K

0.01%

Priebe Wealth Holdings LLC

30.08K

Jun 30, 25

-48.26K

0.01%

Iron Horse Wealth Management, LLC

27.90K

Jun 30, 25

-350

0.00%

Scott Marsh Financial, LLC

17.40K

Jun 30, 25

+17.40K

0.00%

Congress Wealth Management LLC / DE /

16.67K

Jun 30, 25

+16.67K

0.00%

HICKORY ASSET MANAGEMENT, INC.

14.73K

Jun 30, 25

-396

0.00%

PrairieView Partners, LLC

3.13K

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

1.85K

Jun 30, 25

+1.82K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.08K

Jun 30, 25

+1.08K

0.00%

Legacy Investment Solutions, LLC

688

Jun 30, 25

+688

0.00%

First Horizon Advisors, Inc.

120

Jun 30, 25

-118

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

0.00%

CHURCHILL MANAGEMENT Corp

Jun 30, 25

-94.43K

Orion Portfolio Solutions, LLC

162.09K

Mar 31, 25

-134.91K

0.03%

Transform Wealth, LLC

85.61K

Mar 31, 25

+2.55K

0.01%

Marcum Wealth, LLC

83.57K

Mar 31, 25

+1.19K

0.01%

Schechter Investment Advisors, LLC

42.99K

Mar 31, 25

+31.27K

0.01%

Coordinated Financial Services, Inc./CO

13.29K

Mar 31, 25

+13.29K

0.00%

Bremer Bank National Association

8.46K

Mar 31, 25

+108

0.00%

Safeguard Financial, LLC

7.72K

Mar 31, 25

-140

0.00%

Wolf Group Capital Advisors

6.53K

Mar 31, 25

-2.94K

0.00%

Sheaff Brock Investment Advisors, LLC

4.09K

Mar 31, 25

+4.09K

0.00%

Lindbrook Capital, LLC

695

Mar 31, 25

0.00%

Sandy Spring Bank

681

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

626

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Executive Wealth Management, LLC

279.40K

Dec 31, 24

-4.90K

0.05%

Anchor Pointe Wealth Management, LLC

23.09K

Dec 31, 24

+23.09K

0.00%

TrinityPoint Wealth, LLC

12.98K

Dec 31, 24

+2.08K

0.00%

Geller Advisors LLC

12.94K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

11.16K

Dec 31, 24

+1.31K

0.00%

Householder Group Estate & Retirement Specialist, LLC

1.99K

Dec 31, 24

-27.51K

0.00%

Sanctuary Wealth Management, L.L.C.

608

Dec 31, 24

+99

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

+45

0.00%

Fernwood Investment Management, LLC

Dec 31, 24

-18.85K

WINTRUST INVESTMENTS LLC

Dec 31, 24

-384

Merriman Wealth Management, LLC

Dec 31, 24

-124.31K

Raymond James Financial Services Advisors, Inc.

4.23M

Sep 30, 24

+27.43K

0.73%

RAYMOND JAMES & ASSOCIATES

762.79K

Sep 30, 24

+78.72K

0.13%

Alera Investment Advisors, LLC

710.47K

Sep 30, 24

-17.78K

0.12%

Edmonds Duncan Registered Investment Advisors, LLC

603.54K

Sep 30, 24

+41.62K

0.10%

Financial Planning & Information Services, Inc.

194.91K

Sep 30, 24

+25.48K

0.03%

Annapolis Financial Services, LLC

82.82K

Sep 30, 24

-17

0.01%

Axiom Advisory, LLC

55.56K

Sep 30, 24

+990

0.01%

Waypoint Capital Advisors, LLC

53.39K

Sep 30, 24

0.01%

Platte River Wealth Advisors, LLC

38.28K

Sep 30, 24

0.01%

SpiderRock Advisors, LLC

26.84K

Sep 30, 24

+16.84K

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

25.53K

Sep 30, 24

-514

0.00%

9258 Wealth Management, LLC

25.46K

Sep 30, 24

-424

0.00%

First Trust Direct Indexing L.P.

11.35K

Sep 30, 24

0.00%

Diversified, LLC

11.04K

Sep 30, 24

+43

0.00%

RAYMOND JAMES TRUST N.A.

8.37K

Sep 30, 24

0.00%

Zega Financial, LLC

5.22K

Sep 30, 24

-837

0.00%

Brophy Wealth Management, LLC

4.66K

Sep 30, 24

+4.66K

0.00%

Halpern Financial, Inc.

3.79K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

2.59K

Sep 30, 24

+2.59K

0.00%

Carmichael Hill & Associates, Inc.

591

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

264

Sep 30, 24

+264

0.00%

M&R CAPITAL MANAGEMENT INC

220

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

120

Sep 30, 24

+120

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

787.99K

Jun 30, 24

+34.35K

0.14%

BUCKINGHAM STRATEGIC WEALTH, LLC

7.14K

Jun 30, 24

-209

0.00%

ICA Group Wealth Management, LLC

3.50K

Jun 30, 24

-88.63K

0.00%

Private Ocean, LLC

1.69K

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

1.19K

Jun 30, 24

0.00%

BlackRock Inc.

357

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

1.74M

Mar 31, 24

-9.01K

0.30%

Cetera Advisors LLC

253.31K

Mar 31, 24

+71.49K

0.04%

InterOcean Capital Group, LLC

125.83K

Mar 31, 24

+790

0.02%

FirstPurpose Wealth LLC

18.75K

Mar 31, 24

+285

0.00%

Retirement Group, LLC

14.57K

Mar 31, 24

+5.95K

0.00%

Coppell Advisory Solutions Corp.

8.46K

Mar 31, 24

+8.46K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

5.74K

Mar 31, 24

+207

0.00%

CAMBRIDGE TRUST CO

120

Mar 31, 24

0.00%

Van Leeuwen & Company, LLC

Mar 31, 24

-45.55K

DFPG INVESTMENTS, LLC

320.37K

Dec 31, 23

+19.64K

0.05%

StrategIQ Financial Group, LLC

269.99K

Dec 31, 23

+9.84K

0.05%

First Ascent Asset Management, LLC

131.93K

Dec 31, 23

+11.18K

0.02%

Bridgeworth, LLC

108.06K

Dec 31, 23

+9.54K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

20.82K

Dec 31, 23

+20.82K

0.00%

WADE G W & INC

5.09K

Dec 31, 23

+31

0.00%

Bartlett & Co. LLC

544

Dec 31, 23

+544

0.00%

Baystate Wealth Management LLC

325

Dec 31, 23

+143

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

154

Dec 31, 23

0.00%

Lumina Fund Management LLC

Dec 31, 23

-40.00K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

779.08K

Sep 30, 23

-10.32K

0.13%

DESTINY CAPITAL SECURITIES CORPORATION

290.29K

Sep 30, 23

+290.29K

0.05%

COLONY GROUP LLC

27.26K

Sep 30, 23

-63.78K

0.00%

PATHSTONE FAMILY OFFICE, LLC

14.08K

Sep 30, 23

+8.27K

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

569

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-17.92K

PFS INVESTMENTS INC.

3.01M

Jun 30, 23

-157.30K

0.52%

TIAA, FSB

2.67M

Jun 30, 23

+657.48K

0.46%

Veritable, L.P.

18.36K

Jun 30, 23

-9.55K

0.00%

Wealth Enhancement & Preservation of GA, LLC

5.90K

Jun 30, 23

+5.90K

0.00%

Kalos Management, Inc.

962

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

571

Jun 30, 23

0.00%

First Command Financial Services, Inc.

Jun 30, 23

+34

0.00%

First Command Bank

Jun 30, 23

+34

0.00%

AJ WEALTH STRATEGIES, LLC

Jun 30, 23

-20.38K

HARVEST GROUP WEALTH MANAGEMENT, LLC

335.37K

Mar 31, 23

+956

0.06%

Barber Financial Group, Inc.

141.05K

Mar 31, 23

-9.12K

0.02%

Fullen Financial Group

79.37K

Mar 31, 23

-273

0.01%

COMPASS FINANCIAL ADVISORS LLC

29.35K

Mar 31, 23

+1.84K

0.01%

Catalyst Wealth Management, LLC

17.90K

Mar 31, 23

-1.07K

0.00%

Ford Financial Group, LLC

12.16K

Mar 31, 23

-825.46K

0.00%

Parsec Financial Management, Inc.

5.42K

Mar 31, 23

0.00%

Laurel Wealth Advisors, Inc.

135.38K

Dec 31, 22

+16.96K

0.02%

Foresight Wealth Management, LLC

29.88K

Dec 31, 22

-307.50K

0.01%

Harrison & Co Wealth Management, LLC

13.99K

Dec 31, 22

+1.47K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

5.86K

Dec 31, 22

+2.11K

0.00%

Capital Directions Investment Advisors, LLC

720

Dec 31, 22

+720

0.00%

Sargent Bickham Lagudis LLC

651

Dec 31, 22

0.00%

Align Wealth Management, LLC

202

Dec 31, 22

+202

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

1.20M

Sep 30, 22

+30.75K

0.21%

Doyle Wealth Management

464.74K

Sep 30, 22

-2.22K

0.08%

55I, LLC

204.53K

Sep 30, 22

-400.34K

0.04%

BALASA DINVERNO & FOLTZ LLC

158.23K

Sep 30, 22

-10.19K

0.03%

FURE FINANCIAL CORP

122.33K

Sep 30, 22

-60.23K

0.02%

REGENTATLANTIC CAPITAL LLC

78.08K

Sep 30, 22

-133.41K

0.01%

H. L. Ormond & Company, LLC

27.90K

Sep 30, 22

-31

0.00%

American Portfolios Advisors

14.17K

Sep 30, 22

-744

0.00%

BRR OpCo, LLC

6.35K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.64K

Sep 30, 22

+1.64K

0.00%

KARLINSKI ANDREW C

853

Sep 30, 22

+853

0.00%

ACG Wealth

Sep 30, 22

-200

Altium Wealth Management LLC

621.13K

Jun 30, 22

-62.99K

0.11%

Farmer Steven Patrick

576.41K

Jun 30, 22

+576.41K

0.10%

TRH Financial, LLC

16.03K

Jun 30, 22

-8.84K

0.00%

ADVISOR PARTNERS LLC

Jun 30, 22

-4.99K

People's United Financial, Inc.

481.95K

Mar 31, 22

-10.03K

0.08%

Personal Wealth Partners

398.93K

Mar 31, 22

+38.44K

0.07%

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

73.68K

Mar 31, 22

-129.22K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

13.95K

Mar 31, 22

+13.95K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

13.94K

Mar 31, 22

-1.30K

0.00%

Adams Chetwood Wealth Management LLC

7.53K

Mar 31, 22

+7.53K

0.00%

Financial Planners of Cleveland, Inc.

6.54K

Mar 31, 22

-4.10K

0.00%

IndexIQ Advisors LLC

3.26K

Mar 31, 22

-3.73K

0.00%

Claremont Financial Group, Inc.

1.25K

Mar 31, 22

+250

0.00%

KINGS POINT CAPITAL MANAGEMENT

249

Mar 31, 22

0.00%

Clearshares LLC

50.36K

Dec 31, 21

0.01%

Biltmore Capital Advisors LLC

34.67K

Dec 31, 21

+34.67K

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

28.58K

Dec 31, 21

-181

0.00%

REILLY FINANCIAL ADVISORS, LLC

14.12K

Dec 31, 21

-1.40K

0.00%

Clear Perspective Advisors, LLC

13.28K

Dec 31, 21

+1.65K

0.00%

NEXT Financial Group, Inc

3.45K

Dec 31, 21

+953

0.00%

JD Financial Services Inc.

Dec 31, 21

-6.25K

MANAGED ACCOUNT SERVICES INC

471.48K

Sep 30, 21

-57.78K

0.08%

Alexandria Capital, LLC

56.29K

Sep 30, 21

+987

0.01%

Harborview Advisors, LLC

44.58K

Sep 30, 21

-415

0.01%

Ameritas Investment Company, LLC

13.32K

Sep 30, 21

+2.10K

0.00%

Covenant Multifamily Offices, LLC

12.56K

Sep 30, 21

+283

0.00%

Novak Financial Planning, LLC

57.60K

Jun 30, 21

+57.60K

0.01%

FormulaFolio Investments, LLC

53.34K

Jun 30, 21

-4.27K

0.01%

USCA RIA LLC

36.57K

Jun 30, 21

0.01%

20/20 Capital Management, Inc.

20.13K

Jun 30, 21

+1.43K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

12.16K

Jun 30, 21

+544

0.00%

Hoover Financial Advisors, Inc.

115

Jun 30, 21

0.00%

Lighthouse Financial Advisors, Inc.

131.74K

Mar 31, 21

-230

0.02%

Pinnacle Advisory Group, Inc.

6.37K

Mar 31, 21

+6.37K

0.00%

Shone Asset Management LLC

238.34K

Dec 31, 20

+17.62K

0.04%

ROWLAND CARMICHAEL ADVISORS INC /ADV

39.53K

Dec 31, 20

+1.43K

0.01%

Winslow, Evans & Crocker, Inc.

5.73K

Dec 31, 20

+4.01K

0.00%

KAYS FINANCIAL ADVISORY CORP /ADV

1.84M

Sep 30, 20

+74.09K

0.32%

First Allied Advisory Services, Inc.

16.76K

Sep 30, 20

-8.60K

0.00%

LifePlan Financial Group, Inc

6.33K

Sep 30, 20

-1.24K

0.00%

TRADITION ASSET MANAGEMENT LLC

62.35K

Jun 30, 20

+4.82K

0.01%

Squar Milner Financial Services LLC

26.68K

Mar 31, 20

-39.44K

0.00%

Advisor Group, Inc.

5.43M

Dec 31, 19

+2.22M

0.93%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.64M

Dec 31, 19

+1.29M

0.63%

Torch Wealth Management LLC

6.43K

Dec 31, 19

+6.43K

0.00%

CXI Advisors

2.06K

Dec 31, 19

+2.06K

0.00%

SUNTRUST BANKS INC

73.40K

Sep 30, 19

-11.32K

0.01%

American Financial Network Advisory Services LLC

68.70K

Sep 30, 19

+68.70K

0.01%

BB&T SECURITIES, LLC

28.02K

Sep 30, 19

-1.89K

0.00%

Julex Capital Management, LLC

283

Sep 30, 19

+283

0.00%

Delek Group, Ltd.

Jun 30, 19

-11.06K

WealthTrust Fairport, LLC

96.91K

Mar 31, 19

+23.77K

0.02%

TRADITION CAPITAL MANAGEMENT LLC

60.71K

Mar 31, 19

+32.18K

0.01%

BKS ADVISORS, LLC

19.58K

Mar 31, 19

-141

0.00%

NEXT Financial Holdings

347

Mar 31, 19

+347

0.00%

Weatherstone Capital Management

Mar 31, 19

-27.80K

Vantage Investment Advisors, LLC

Sep 30, 18

0.00%

Allegis Investment Advisors, LLC

693.96K

Mar 31, 18

+116.52K

0.12%

NATIONAL PLANNING CORP

Dec 31, 17

-3.06K

Commonwealth Equity Services, Inc

64.72K

Jun 30, 17

-1.33K

0.01%

MSI Financial Services Inc

426

Dec 31, 16

+59

0.00%

SOCIETE GENERALE

1.74K

Jun 30, 16

+1.74K

0.00%

Carnick & Kubik, LLC

13.41K

Mar 31, 16

+1.27K

0.00%

ATHERTON LANE ADVISERS, LLC

9.70K

Dec 31, 15

-130

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.11K

Jun 30, 15

+8.09K

0.00%

Placemark Investments, Inc.

4.29K

Dec 31, 14

-4.46K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-390

UBS AG

31.01K

Sep 30, 14

+23.76K

0.01%