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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$61.00—

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SPYV(SPYV)

SPYV

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Holder

Date

Change

% Held

Financial Engines Advisors L.L.C.

81.41M

Mar 31, 26

-394.78K

14.04%

LPL Financial LLC

51.49M

Mar 31, 26

+1.39M

8.88%

GOLDMAN SACHS GROUP INC

22.83M

Mar 31, 26

+316.32K

3.94%

Allworth Financial LP

19.77M

Mar 31, 26

+71.79K

3.41%

MORGAN STANLEY

9.37M

Mar 31, 26

-10.37M

1.62%

Valmark Advisers, Inc.

9.00M

Mar 31, 26

+255.91K

1.55%

AMERIPRISE FINANCIAL INC

7.30M

Mar 31, 26

-998.64K

1.26%

BANK OF AMERICA CORP /DE/

7.24M

Mar 31, 26

-431.00K

1.25%

JPMORGAN CHASE & CO

6.90M

Mar 31, 26

+108.10K

1.19%

RAYMOND JAMES FINANCIAL INC

6.41M

Mar 31, 26

+402.86K

1.11%

UBS Group AG

6.16M

Mar 31, 26

-338.77K

1.06%

Willis Johnson & Associates, Inc.

6.07M

Mar 31, 26

+268.48K

1.05%

Horizon Investments, LLC

5.33M

Mar 31, 26

+1.46M

0.92%

Advisory Alpha, LLC

4.95M

Mar 31, 26

-696.58K

0.85%

Equitable Holdings, Inc.

4.90M

Mar 31, 26

-266.56K

0.84%

ENVESTNET ASSET MANAGEMENT INC

4.80M

Mar 31, 26

+664.40K

0.83%

NorthRock Partners, LLC

4.59M

Mar 31, 26

+169.11K

0.79%

VANTAGEPOINT INVESTMENT ADVISERS LLC

4.33M

Mar 31, 26

-136.19K

0.75%

ROYAL BANK OF CANADA

4.30M

Mar 31, 26

-1.71M

0.74%

Connecticut Wealth Management, LLC

4.29M

Mar 31, 26

+640.28K

0.74%

Cetera Investment Advisers

4.21M

Mar 31, 26

+230.15K

0.73%

CWM, LLC

4.16M

Mar 31, 26

+76.76K

0.72%

Dynasty Wealth Management, LLC

3.97M

Mar 31, 26

+351.54K

0.69%

Quotient Wealth Partners, LLC

3.84M

Mar 31, 26

+272.93K

0.66%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

3.71M

Mar 31, 26

+3.71M

0.64%

Cerity Partners LLC

3.60M

Mar 31, 26

+32.41K

0.62%

AE Wealth Management LLC

3.59M

Mar 31, 26

+87.23K

0.62%

HighTower Advisors, LLC

3.08M

Mar 31, 26

+539.80K

0.53%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.82M

Mar 31, 26

-1.82M

0.49%

Independent Advisor Alliance

2.78M

Mar 31, 26

+2.73M

0.48%

Private Advisor Group, LLC

2.76M

Mar 31, 26

-67.16K

0.48%

Octavia Wealth Advisors, LLC

2.72M

Mar 31, 26

+433.12K

0.47%

ADVISOR GROUP HOLDINGS, INC.

2.72M

Mar 31, 26

-409.56K

0.47%

STIFEL FINANCIAL CORP

2.66M

Mar 31, 26

+616.19K

0.46%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.62M

Mar 31, 26

+857.80K

0.45%

Gerber Kawasaki Wealth & Investment Management

2.55M

Mar 31, 26

+142.13K

0.44%

Lutz Financial Services LLC

2.43M

Mar 31, 26

+46.77K

0.42%

Betterment LLC

2.25M

Mar 31, 26

-83.65K

0.39%

ANGELES WEALTH MANAGEMENT, LLC

2.20M

Mar 31, 26

+125.41K

0.38%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.16M

Mar 31, 26

+59.80K

0.37%

WELLS FARGO & COMPANY/MN

2.15M

Mar 31, 26

+45.69K

0.37%

Mariner, LLC

2.09M

Mar 31, 26

-13.75K

0.36%

BENJAMIN EDWARDS INC

1.98M

Mar 31, 26

+457.34K

0.34%

AlphaStar Capital Management, LLC

1.95M

Mar 31, 26

-366.36K

0.34%

OLD NATIONAL BANCORP /IN/

1.94M

Mar 31, 26

+280.35K

0.33%

FIRST NATIONAL TRUST CO

1.90M

Mar 31, 26

-63.75K

0.33%

NICOLET BANKSHARES INC

1.89M

Mar 31, 26

+1.18M

0.33%

Magnus Financial Group LLC

1.84M

Mar 31, 26

+71.47K

0.32%

Bell Bank

1.75M

Mar 31, 26

+172.28K

0.30%

COMMONWEALTH EQUITY SERVICES, LLC

1.68M

Mar 31, 26

+33.57K

0.29%

IHT Wealth Management, LLC

1.65M

Mar 31, 26

+185.11K

0.28%

KWB Wealth

1.63M

Mar 31, 26

-124.50K

0.28%

Convergence Financial, LLC

1.60M

Mar 31, 26

+894.20K

0.28%

SIMON QUICK ADVISORS, LLC

1.53M

Mar 31, 26

+3.49K

0.26%

Integrated Wealth Concepts LLC

1.48M

Mar 31, 26

+262.30K

0.26%

JONES FINANCIAL COMPANIES LLLP

1.48M

Mar 31, 26

+516.51K

0.25%

FOUNDERS FINANCIAL SECURITIES LLC

1.45M

Mar 31, 26

+70.61K

0.25%

FLAGSHIP HARBOR ADVISORS, LLC

1.30M

Mar 31, 26

+35.75K

0.22%

EXCHANGE TRADED CONCEPTS, LLC

1.30M

Mar 31, 26

+38.97K

0.22%

MML INVESTORS SERVICES, LLC

1.20M

Mar 31, 26

+166.94K

0.21%

CoreCap Advisors, LLC

1.20M

Mar 31, 26

+110.92K

0.21%

Klingman & Associates, LLC

1.17M

Mar 31, 26

-21.66K

0.20%

Dakota Wealth Management

1.15M

Mar 31, 26

+457.01K

0.20%

FLPUTNAM INVESTMENT MANAGEMENT CO

1.10M

Mar 31, 26

-18.06K

0.19%

Compton Financial Group, LLC

1.09M

Mar 31, 26

-348.53K

0.19%

FMR LLC

1.05M

Mar 31, 26

+15.78K

0.18%

CI Private Wealth, LLC

1.03M

Mar 31, 26

+7.95K

0.18%

N.E.W. Advisory Services LLC

988.48K

Mar 31, 26

-534.53K

0.17%

Summit Financial, LLC

965.47K

Mar 31, 26

+562.03K

0.17%

Whitcomb & Hess, Inc.

963.99K

Mar 31, 26

+21.30K

0.17%

Facet Wealth, Inc.

881.33K

Mar 31, 26

+39.42K

0.15%

CGN Advisors LLC

879.17K

Mar 31, 26

-5.30K

0.15%

NOTTINGHAM ADVISORS, INC.

868.60K

Mar 31, 26

+58.03K

0.15%

Waverly Advisors, LLC

845.71K

Mar 31, 26

+42.07K

0.15%

Perennial Investment Advisors, LLC

841.90K

Mar 31, 26

-10.30K

0.15%

Leicht Financial Planning & Wealth Management, Inc.

820.88K

Mar 31, 26

-7.66K

0.14%

Cambridge Investment Research Advisors, Inc.

812.66K

Mar 31, 26

-92.11K

0.14%

BALANCED WEALTH GROUP LLC

811.41K

Mar 31, 26

+20.85K

0.14%

CONFLUENCE INVESTMENT MANAGEMENT LLC

790.40K

Mar 31, 26

+186.56K

0.14%

COURIER CAPITAL LLC

784.45K

Mar 31, 26

+59.15K

0.14%

ARROW FINANCIAL CORP

781.33K

Mar 31, 26

-1.87K

0.13%

TSFG, LLC

779.97K

Mar 31, 26

+111.83K

0.13%

Tennessee Valley Asset Management Partners

750.13K

Mar 31, 26

+14.63K

0.13%

MONECO Advisors, LLC

743.61K

Mar 31, 26

+47.95K

0.13%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

738.75K

Mar 31, 26

+49.04K

0.13%

Accredited Investors Inc.

723.05K

Mar 31, 26

-9.90K

0.12%

Shepherd Financial Partners LLC

712.98K

Mar 31, 26

+19.45K

0.12%

Ohio National Investments, Inc.

712.00K

Mar 31, 26

0.12%

VICUS CAPITAL

711.63K

Mar 31, 26

-20.00K

0.12%

ERn Financial, LLC

698.50K

Mar 31, 26

+22.24K

0.12%

Creative Planning

695.80K

Mar 31, 26

+3.99K

0.12%

Gladstone Institutional Advisory LLC

677.46K

Mar 31, 26

-16.87K

0.12%

THRIVENT FINANCIAL FOR LUTHERANS

669.77K

Mar 31, 26

-18.86K

0.12%

Alta Wealth Advisors LLC

641.70K

Mar 31, 26

+46.91K

0.11%

Higgins & Schmidt Wealth Strategies LLC

639.85K

Mar 31, 26

+23.48K

0.11%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

639.79K

Mar 31, 26

-6.28K

0.11%

GREAT VALLEY ADVISOR GROUP, INC.

621.53K

Mar 31, 26

+52.77K

0.11%

Pinnacle Wealth Planning Services, Inc.

620.10K

Mar 31, 26

+32.91K

0.11%

WALLER FINANCIAL PLANNING GROUP, INC

595.91K

Mar 31, 26

+26.23K

0.10%

Geneos Wealth Management Inc.

591.22K

Mar 31, 26

+3.67K

0.10%

HighPoint Advisor Group LLC

588.97K

Mar 31, 26

-13.59K

0.10%

NORTHERN TRUST CORP

572.50K

Mar 31, 26

-300

0.10%

McNamara Financial Services, Inc.

567.81K

Mar 31, 26

-894

0.10%

JOURNEY STRATEGIC WEALTH LLC

563.13K

Mar 31, 26

+42.65K

0.10%

BRANDYWINE OAK PRIVATE WEALTH LLC

560.18K

Mar 31, 26

+18.52K

0.10%

ERTS Wealth Advisors, LLC

549.62K

Mar 31, 26

+53.15K

0.09%

Avantax Planning Partners, Inc.

544.90K

Mar 31, 26

+4.89K

0.09%

Choice Wealth Advisors, LLC

542.72K

Mar 31, 26

+8.29K

0.09%

FIFTH THIRD SECURITIES, INC.

537.82K

Mar 31, 26

-19.79K

0.09%

Janney Montgomery Scott LLC

534.26K

Mar 31, 26

+7.39K

0.09%

PRUDENTIAL FINANCIAL INC

525.79K

Mar 31, 26

-99.85K

0.09%

NewEdge Advisors, LLC

521.74K

Mar 31, 26

-45.34K

0.09%

SkyOak Wealth, LLC

519.06K

Mar 31, 26

+22.07K

0.09%

SIGNET FINANCIAL MANAGEMENT, LLC

508.31K

Mar 31, 26

-2.46K

0.09%

Fifth Third Wealth Advisors LLC

503.90K

Mar 31, 26

+69.09K

0.09%

Rodgers & Associates, LTD

498.94K

Mar 31, 26

-1.23K

0.09%

Leslie Global Wealth, LLC

493.78K

Mar 31, 26

+4.47K

0.09%

Hamilton Capital, LLC

486.05K

Mar 31, 26

+15.84K

0.08%

Harbor Group, Inc.

485.27K

Mar 31, 26

-5.46K

0.08%

Western Wealth Management, LLC

479.81K

Mar 31, 26

+37.21K

0.08%

Michael S. Ryan, Inc.

462.53K

Mar 31, 26

-482

0.08%

MGO ONE SEVEN LLC

461.88K

Mar 31, 26

-58.55K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

461.06K

Mar 31, 26

+38.95K

0.08%

Scarborough Advisors, LLC

460.21K

Mar 31, 26

-190.25K

0.08%

RIVERSEDGE ADVISORS, LLC

458.39K

Mar 31, 26

-7.33K

0.08%

TRUIST FINANCIAL CORP

456.48K

Mar 31, 26

+19.23K

0.08%

Kingsview Wealth Management, LLC

454.43K

Mar 31, 26

+95.64K

0.08%

MBE Wealth Management, LLC

450.34K

Mar 31, 26

+6.49K

0.08%

Baird Financial Group, Inc.

444.84K

Mar 31, 26

+479

0.08%

Modern Wealth Management, LLC

439.23K

Mar 31, 26

-13.96K

0.08%

Gibbs Wealth Management

434.66K

Mar 31, 26

+245.76K

0.07%

BIP Wealth, LLC

431.76K

Mar 31, 26

-55.23K

0.07%

Provenance Wealth Advisors, LLC

427.31K

Mar 31, 26

-3.21K

0.07%

CarsonAllaria Wealth Management, Ltd.

422.68K

Mar 31, 26

+15.23K

0.07%

Concurrent Investment Advisors, LLC

421.80K

Mar 31, 26

-27.44K

0.07%

First Heartland Consultants, Inc.

418.81K

Mar 31, 26

+8.51K

0.07%

SilverOak Wealth Management LLC

416.95K

Mar 31, 26

+8.51K

0.07%

Wealth Advisors of Iowa, LLC

415.02K

Mar 31, 26

+31.48K

0.07%

Stonebrook Private Inc.

414.97K

Mar 31, 26

-12.88K

0.07%

Measured Wealth Private Client Group, LLC

414.21K

Mar 31, 26

-14.82K

0.07%

Ackerman Capital Advisors, LLC

411.45K

Mar 31, 26

-5.69K

0.07%

ABOUND FINANCIAL, LLC

401.62K

Mar 31, 26

-34.96K

0.07%

FIFTH THIRD BANCORP

394.34K

Mar 31, 26

+96.84K

0.07%

VISIONARY HORIZONS, LLC

388.81K

Mar 31, 26

-53.21K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

383.90K

Mar 31, 26

+77.12K

0.07%

TPG Financial Advisors, LLC

377.86K

Mar 31, 26

-106

0.07%

ALESCO ADVISORS LLC

377.56K

Mar 31, 26

-20.13K

0.07%

Stratos Wealth Partners, LTD.

372.36K

Mar 31, 26

+20.34K

0.06%

Destiny Capital Corp/CO

368.54K

Mar 31, 26

-1.69K

0.06%

Strategic Financial Partners, Ltd.

367.90K

Mar 31, 26

+9.93K

0.06%

Gateway Wealth Partners, LLC

366.71K

Mar 31, 26

+233.47K

0.06%

Navalign, LLC

345.48K

Mar 31, 26

+7.22K

0.06%

NOVEM GROUP

339.25K

Mar 31, 26

+69.97K

0.06%

Cardinal Strategic Wealth Guidance

338.32K

Mar 31, 26

+15.85K

0.06%

Freestate Advisors LLC

335.12K

Mar 31, 26

-6.38K

0.06%

Windsor Capital Management, LLC

334.49K

Mar 31, 26

-8.90K

0.06%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

330.84K

Mar 31, 26

+330.84K

0.06%

Pure Financial Advisors, LLC

330.07K

Mar 31, 26

-7.07K

0.06%

Ascent Group, LLC

329.48K

Mar 31, 26

-4.21K

0.06%

Clear Creek Financial Management, LLC

328.75K

Mar 31, 26

+21.18K

0.06%

Foguth Wealth Management, LLC.

327.81K

Mar 31, 26

-53.49K

0.06%

POTENTIA WEALTH

325.94K

Mar 31, 26

-129.22K

0.06%

ARMSTRONG ADVISORY GROUP, INC

324.07K

Mar 31, 26

+324.07K

0.06%

PARK AVENUE SECURITIES LLC

323.90K

Mar 31, 26

+51.01K

0.06%

Goodman Advisory Group, LLC

322.87K

Mar 31, 26

-20.73K

0.06%

Retirement Planning Group

320.00K

Mar 31, 26

-4.00K

0.06%

Sanctuary Advisors, LLC

319.64K

Mar 31, 26

-10.61K

0.06%

HORIZON FINANCIAL SERVICES, LLC

319.53K

Mar 31, 26

-33.87K

0.06%

CBM Financial, LLC

318.74K

Mar 31, 26

+24.26K

0.05%

McAdam, LLC

312.29K

Mar 31, 26

-13.45K

0.05%

Northern Capital Management, Inc.

310.89K

Mar 31, 26

+226.77K

0.05%

Hobart Private Capital, LLC

309.69K

Mar 31, 26

-25.07K

0.05%

CX Institutional

307.06K

Mar 31, 26

-20.23K

0.05%

VERUS CAPITAL PARTNERS, LLC

305.40K

Mar 31, 26

+13.10K

0.05%

ASSETMARK, INC

303.56K

Mar 31, 26

-44.73K

0.05%

1834 INVESTMENT ADVISORS CO

303.40K

Mar 31, 26

+2.28K

0.05%

Collier Financial

303.08K

Mar 31, 26

-3.71K

0.05%

INSPIRION WEALTH ADVISORS, LLC

300.11K

Mar 31, 26

-191.51K

0.05%

Great Lakes Retirement, Inc.

298.69K

Mar 31, 26

+1.45K

0.05%

Rockefeller Capital Management L.P.

288.82K

Mar 31, 26

+10.76K

0.05%

Probity Advisors, Inc.

280.35K

Mar 31, 26

+2.27K

0.05%

Brookstone Capital Management

279.84K

Mar 31, 26

-8.67K

0.05%

rebel Financial LLC

279.28K

Mar 31, 26

+3.86K

0.05%

Symphony Financial, Ltd. Co.

277.58K

Mar 31, 26

+11.15K

0.05%

Francis Financial, Inc.

277.03K

Mar 31, 26

+226.82K

0.05%

Kestra Advisory Services, LLC

274.09K

Mar 31, 26

+16.58K

0.05%

Colony Group, LLC

273.96K

Mar 31, 26

+6.75K

0.05%

POWER WEALTH MANAGEMENT LLC

272.46K

Mar 31, 26

+4.73K

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

258.01K

Mar 31, 26

-13.83K

0.04%

Meridian Wealth Management, LLC

255.32K

Mar 31, 26

+1.93K

0.04%

Sargent Investment Group, LLC

254.93K

Mar 31, 26

-8.90K

0.04%

STEPHENS INC /AR/

253.81K

Mar 31, 26

+88

0.04%

Valtinson Bruner Financial Planning LLC

251.35K

Mar 31, 26

+2.84K

0.04%

Hills Bank & Trust Co

248.70K

Mar 31, 26

-352.08K

0.04%

Legacy Financial Group LLC

247.47K

Mar 31, 26

+269

0.04%

Cynosure Group, LLC

246.16K

Mar 31, 26

-124.52K

0.04%

HSBC HOLDINGS PLC

243.54K

Mar 31, 26

+45.24K

0.04%

Portside Wealth Group, LLC

242.78K

Mar 31, 26

+20.86K

0.04%

Optimist Retirement Group LLC

232.03K

Mar 31, 26

+909

0.04%

AQR CAPITAL MANAGEMENT LLC

231.08K

Mar 31, 26

+67.34K

0.04%

GHP Investment Advisors, Inc.

229.34K

Mar 31, 26

+2.69K

0.04%

CAPTRUST FINANCIAL ADVISORS

229.22K

Mar 31, 26

+154.00K

0.04%

Savant Capital, LLC

228.35K

Mar 31, 26

+58.77K

0.04%

Financial Council Asset Management Inc

224.05K

Mar 31, 26

-2.17K

0.04%

Millington Financial Advisors, LLC

223.87K

Mar 31, 26

+1.33K

0.04%

Synergy Investment Management, LLC

223.61K

Mar 31, 26

-4.60K

0.04%

Hofer & Associates. Inc

222.25K

Mar 31, 26

+4.91K

0.04%

Diligent Investors, LLC

219.39K

Mar 31, 26

-3.71K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

216.76K

Mar 31, 26

-5.97K

0.04%

GenWealth Group, Inc.

216.39K

Mar 31, 26

+8.45K

0.04%

Guardian Wealth Advisors, LLC

216.37K

Mar 31, 26

+1.06K

0.04%

Cobblestone Asset Management LLC

215.25K

Mar 31, 26

-27.83K

0.04%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

208.90K

Mar 31, 26

-167.73K

0.04%

RESTON WEALTH MANAGEMENT LLC

208.17K

Mar 31, 26

-13.64K

0.04%

Private Wealth Group, LLC

205.57K

Mar 31, 26

+7.06K

0.04%

TrueWealth Advisors, LLC

204.67K

Mar 31, 26

+100.44K

0.04%

New England Capital Financial Advisors LLC

202.38K

Mar 31, 26

-6.79K

0.03%

Larson Financial Group LLC

201.87K

Mar 31, 26

-14.74K

0.03%

Mirae Asset Global Investments Co., Ltd.

200.00K

Mar 31, 26

+200.00K

0.03%

Merit Financial Group, LLC

199.38K

Mar 31, 26

-9.98K

0.03%

BCS Wealth Management

197.33K

Mar 31, 26

-165.25K

0.03%

Wealthcare Advisory Partners LLC

194.22K

Mar 31, 26

+5.65K

0.03%

FORONJY FINANCIAL LLC

188.49K

Mar 31, 26

+8.13K

0.03%

Financial Gravity Asset Management, Inc.

185.36K

Mar 31, 26

+9.21K

0.03%

Buttonwood Financial Group, LLC

185.27K

Mar 31, 26

-5.17K

0.03%

Farther Finance Advisors, LLC

183.17K

Mar 31, 26

+4.24K

0.03%

FRANKLIN RESOURCES INC

180.69K

Mar 31, 26

+173.74K

0.03%

Cresset Asset Management, LLC

180.15K

Mar 31, 26

-7.68K

0.03%

Oak Harvest Investment Services

178.40K

Mar 31, 26

-9.58K

0.03%

PECAUT & CO.

177.44K

Mar 31, 26

-11.23K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

175.68K

Mar 31, 26

+3.35K

0.03%

STEVENS CAPITAL PARTNERS

172.72K

Mar 31, 26

+9.38K

0.03%

Auour Investments LLC

166.65K

Mar 31, 26

+2.15K

0.03%

Financial Network Wealth Management LLC

166.27K

Mar 31, 26

+5.27K

0.03%

Financial Management Professionals, Inc.

163.90K

Mar 31, 26

+163.90K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

162.52K

Mar 31, 26

-692.82K

0.03%

Uptown Financial Advisors LLC

161.89K

Mar 31, 26

+16.49K

0.03%

NewSquare Capital LLC

161.39K

Mar 31, 26

-1.88K

0.03%

LYNCH & ASSOCIATES/IN

161.29K

Mar 31, 26

+3.88K

0.03%

M&T BANK CORP

161.13K

Mar 31, 26

-18.13K

0.03%

Bensler, LLC

160.32K

Mar 31, 26

+7.23K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

157.61K

Mar 31, 26

-5.58K

0.03%

Lido Advisors, LLC

152.83K

Mar 31, 26

-119.28K

0.03%

Key FInancial Inc

151.99K

Mar 31, 26

+3.23K

0.03%

Quent Capital, LLC

151.19K

Mar 31, 26

-3.76K

0.03%

Ignite Planners, LLC

151.16K

Mar 31, 26

+15.44K

0.03%

SOA Wealth Advisors, LLC.

149.40K

Mar 31, 26

-7.76K

0.03%

Stone Point Wealth LLC

148.90K

Mar 31, 26

+8.38K

0.03%

MEMBERS WEALTH LLC

148.07K

Mar 31, 26

+4.28K

0.03%

Altman Advisors, Inc.

144.37K

Mar 31, 26

+2.20K

0.02%

Cannon Wealth Management Services, LLC

142.75K

Mar 31, 26

+7.27K

0.02%

Centennial Wealth Advisory LLC

142.67K

Mar 31, 26

-2.88K

0.02%

1900 WEALTH MANAGEMENT LLC

141.49K

Mar 31, 26

-5.15K

0.02%

DENVER WEALTH MANAGEMENT, INC.

138.84K

Mar 31, 26

-6.63K

0.02%

AMERICAN FINANCIAL & TAX STRATEGIES INC

138.68K

Mar 31, 26

-780

0.02%

Savvy Advisors, Inc.

138.52K

Mar 31, 26

+3.43K

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

138.45K

Mar 31, 26

-3.64M

0.02%

Cornerstone Wealth Group, LLC

138.14K

Mar 31, 26

+79.31K

0.02%

GREENWOOD CAPITAL ASSOCIATES LLC

137.49K

Mar 31, 26

+3.20K

0.02%

Trilogy Capital Inc.

137.13K

Mar 31, 26

+12.79K

0.02%

Goldstone Financial Group, LLC

132.06K

Mar 31, 26

-73.49K

0.02%

Laurel Wealth Planning LLC

131.35K

Mar 31, 26

-31.94K

0.02%

JUNCTURE WEALTH STRATEGIES, LLC

130.78K

Mar 31, 26

-12.68K

0.02%

Mutual Advisors, LLC

130.43K

Mar 31, 26

+6.43K

0.02%

Modera Wealth Management, LLC

128.68K

Mar 31, 26

+6.56K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

128.61K

Mar 31, 26

+25.53K

0.02%

RED CRANE WEALTH MANAGEMENT, LLC

127.79K

Mar 31, 26

-950

0.02%

City Center Advisors, LLC

122.25K

Mar 31, 26

+898

0.02%

Buckingham Strategic Partners

121.60K

Mar 31, 26

+4.13K

0.02%

Spire Wealth Management

120.40K

Mar 31, 26

+590

0.02%

Sharkey, Howes & Javer

118.77K

Mar 31, 26

-3.41K

0.02%

Koss-Olinger Consulting, LLC

118.13K

Mar 31, 26

-573.38K

0.02%

RFG Advisory, LLC

117.32K

Mar 31, 26

-24.70K

0.02%

ARBOR TRUST WEALTH ADVISORS, LLC

117.07K

Mar 31, 26

-281

0.02%

Braun-Bostich & Associates Inc.

116.32K

Mar 31, 26

-18.88K

0.02%

Vision Capital Management, Inc.

112.05K

Mar 31, 26

+3.21K

0.02%

Foundations Investment Advisors, LLC

112.02K

Mar 31, 26

+2.90K

0.02%

TAGStone Capital, Inc.

111.18K

Mar 31, 26

-711

0.02%

Occidental Asset Management, LLC

110.88K

Mar 31, 26

+2.85K

0.02%

WRAPMANAGER INC

110.34K

Mar 31, 26

-4.83K

0.02%

AA Financial Advisors, LLC

108.66K

Mar 31, 26

-16.14K

0.02%

COZAD ASSET MANAGEMENT INC

107.93K

Mar 31, 26

-1.61K

0.02%

Collaborative Wealth Managment Inc.

105.94K

Mar 31, 26

-86.29K

0.02%

Steel Peak Wealth Management LLC

105.11K

Mar 31, 26

+76.80K

0.02%

J.W. COLE ADVISORS, INC.

104.56K

Mar 31, 26

+4.52K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

103.64K

Mar 31, 26

+97.10K

0.02%

RETIREMENT FINANCIAL SOLUTIONS, LLC

102.56K

Mar 31, 26

+2.03K

0.02%

IAG Wealth Partners, LLC

101.96K

Mar 31, 26

-2.68K

0.02%

TME FINANCIAL, INC.

101.42K

Mar 31, 26

+2.87K

0.02%

HARBOUR INVESTMENTS, INC.

100.19K

Mar 31, 26

-6.23K

0.02%

Intergy Private Wealth, LLC

99.26K

Mar 31, 26

-10.88K

0.02%

RFG - Bristol Wealth Advisors, LLC

99.10K

Mar 31, 26

+8.02K

0.02%

SHARPEPOINT LLC

98.88K

Mar 31, 26

+1.11K

0.02%

NOMURA ASSET MANAGEMENT CO LTD

97.78K

Mar 31, 26

-6.77K

0.02%

Sterling Group Wealth Management, LLC

97.42K

Mar 31, 26

-2.57K

0.02%

Bank of New York Mellon Corp

96.51K

Mar 31, 26

-13.18K

0.02%

Inman Jager Wealth Management, LLC

96.10K

Mar 31, 26

+10.02K

0.02%

Phoenix Wealth Advisors

95.94K

Mar 31, 26

+1.18K

0.02%

MILESTONE ASSET MANAGEMENT, LLC

95.63K

Mar 31, 26

+95.63K

0.02%

Salomon & Ludwin, LLC

95.48K

Mar 31, 26

+2.05K

0.02%

Koshinski Asset Management, Inc.

95.02K

Mar 31, 26

-3.31K

0.02%

Farmers & Merchants Trust Co of Chambersburg PA

93.70K

Mar 31, 26

+592

0.02%

Horizon Family Wealth, Inc.

92.77K

Mar 31, 26

-2.95K

0.02%

Asset Management Group, Inc.

92.33K

Mar 31, 26

-2.39K

0.02%

United Advisor Group, LLC

92.18K

Mar 31, 26

+13.87K

0.02%

PACIFIC FINANCIAL GROUP INC

91.51K

Mar 31, 26

-6.21K

0.02%

Independent Wealth Network Inc.

90.73K

Mar 31, 26

-61.30K

0.02%

SILVER OAK SECURITIES, INCORPORATED

88.91K

Mar 31, 26

-2.74K

0.02%

Envestnet Portfolio Solutions, Inc.

88.17K

Mar 31, 26

-378.91K

0.02%

Fortis Capital Advisors, LLC

87.59K

Mar 31, 26

-10.80K

0.02%

Belpointe Asset Management LLC

87.59K

Mar 31, 26

-10.80K

0.02%

CreativeOne Wealth, LLC

86.87K

Mar 31, 26

+3.47K

0.01%

Inspire Advisors, LLC

84.77K

Mar 31, 26

-7.32K

0.01%

Golden State Wealth Management, LLC

84.46K

Mar 31, 26

-5.09K

0.01%

DecisionMap Wealth Management, LLC

84.38K

Mar 31, 26

-226

0.01%

Cooper Financial Group

84.05K

Mar 31, 26

-2.33K

0.01%

Focus Financial Network, Inc.

84.04K

Mar 31, 26

+84.04K

0.01%

Clarus Wealth Advisors

83.88K

Mar 31, 26

-2.42K

0.01%

Waterloo Capital, L.P.

83.31K

Mar 31, 26

-139

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

82.37K

Mar 31, 26

-3.98K

0.01%

Arete Wealth Advisors, LLC

82.37K

Mar 31, 26

-51.95K

0.01%

PRIVATE TRUST CO NA

81.94K

Mar 31, 26

+4.89K

0.01%

Milestone Asset Management Group, LLC

80.21K

Mar 31, 26

+278

0.01%

CITADEL ADVISORS LLC

79.99K

Mar 31, 26

+61.08K

0.01%

CEERA INVESTMENTS, LLC

79.43K

Mar 31, 26

-5.93K

0.01%

Capital Analysts, LLC

77.33K

Mar 31, 26

+7.42K

0.01%

Quantinno Capital Management LP

77.25K

Mar 31, 26

+20.16K

0.01%

PENOBSCOT WEALTH MANAGEMENT

77.14K

Mar 31, 26

+1.80K

0.01%

ECLECTIC ASSOCIATES INC /ADV

76.11K

Mar 31, 26

+25.68K

0.01%

NBC SECURITIES, INC.

75.72K

Mar 31, 26

+39.13K

0.01%

American Money Management, LLC

74.90K

Mar 31, 26

+569

0.01%

Advisory Services Network, LLC

74.71K

Mar 31, 26

-361

0.01%

Private Advisory Group LLC

74.21K

Mar 31, 26

+74.21K

0.01%

MOTIVE WEALTH ADVISORS

73.95K

Mar 31, 26

-62.24K

0.01%

Visionary Wealth Advisors

73.82K

Mar 31, 26

+6.36K

0.01%

CITIGROUP INC

73.79K

Mar 31, 26

+30.82K

0.01%

CVFG LLC

73.62K

Mar 31, 26

+73.62K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

73.35K

Mar 31, 26

+2.12K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

72.91K

Mar 31, 26

+61.32K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

70.90K

Mar 31, 26

-2.84K

0.01%

Red Tortoise LLC

70.84K

Mar 31, 26

+181

0.01%

PALLADIEM, LLC

70.80K

Mar 31, 26

-6.50K

0.01%

PAX Financial Group, LLC

70.67K

Mar 31, 26

-81.00K

0.01%

Partners in Financial Planning

70.16K

Mar 31, 26

+193

0.01%

BlackRock, Inc.

69.98K

Mar 31, 26

-292.02K

0.01%

Prime Capital Investment Advisors, LLC

69.75K

Mar 31, 26

+5.76K

0.01%

Eqis Capital Management, Inc.

69.68K

Mar 31, 26

+2.65K

0.01%

Advisor OS, LLC

68.72K

Mar 31, 26

-15.61K

0.01%

MidAtlantic Capital Management, Inc.

68.43K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

67.77K

Mar 31, 26

+37.57K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

66.63K

Mar 31, 26

-17.75K

0.01%

JNBA Financial Advisors

66.11K

Mar 31, 26

-25.03K

0.01%

MONEY CONCEPTS CAPITAL CORP

65.15K

Mar 31, 26

+2.59K

0.01%

JDM Financial Group LLC

64.86K

Mar 31, 26

+535

0.01%

Cornerstone Wealth Management, LLC

64.72K

Mar 31, 26

+183

0.01%

Shum Financial Group, Inc.

63.78K

Mar 31, 26

+2.73K

0.01%

MBM Wealth Consultants, LLC

62.42K

Mar 31, 26

+1.11K

0.01%

FLOW TRADERS U.S. LLC

62.02K

Mar 31, 26

+62.02K

0.01%

Jacksonville Wealth Management, LLC

61.86K

Mar 31, 26

+15.71K

0.01%

Vise Technologies, Inc.

61.83K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

61.26K

Mar 31, 26

+2.40K

0.01%

Prospera Financial Services Inc

60.95K

Mar 31, 26

-164

0.01%

Glen Eagle Advisors, LLC

60.36K

Mar 31, 26

-1.76K

0.01%

WCG Wealth Advisors LLC

60.28K

Mar 31, 26

-16.07K

0.01%

Beacon Pointe Advisors, LLC

59.98K

Mar 31, 26

+1.67K

0.01%

CORDA Investment Management, LLC.

59.97K

Mar 31, 26

+3.01K

0.01%

Keener Financial Planning LLC

59.92K

Mar 31, 26

-92

0.01%

Friday Financial

59.71K

Mar 31, 26

+3.36K

0.01%

Kera Capital Partners, Inc.

59.65K

Mar 31, 26

+1.61K

0.01%

Qube Research & Technologies Ltd

59.61K

Mar 31, 26

-54.24K

0.01%

Steward Partners Investment Advisory, LLC

59.59K

Mar 31, 26

+6.10K

0.01%

American Investment Services, Inc.

58.65K

Mar 31, 26

-606

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

58.26K

Mar 31, 26

+5.65K

0.01%

Opal Wealth Advisors, LLC

58.06K

Mar 31, 26

+3.59K

0.01%

Sovran Advisors, LLC

57.21K

Mar 31, 26

+2.78K

0.01%

US BANCORP \DE\

56.01K

Mar 31, 26

-7.24K

0.01%

Vertex Planning Partners, LLC

55.80K

Mar 31, 26

+831

0.01%

Advyzon Investment Management, LLC

55.79K

Mar 31, 26

+16.05K

0.01%

PSI Advisors, LLC

55.63K

Mar 31, 26

+10.98K

0.01%

Partnership Wealth Management, LLC

55.55K

Mar 31, 26

-88.37K

0.01%

WEALTHGARDEN F.S. LLC

55.48K

Mar 31, 26

-7.39K

0.01%

Prism Advisors, Inc.

55.21K

Mar 31, 26

0.01%

Axis Wealth Partners, LLC

54.99K

Mar 31, 26

+3.00K

0.01%

Topel & Distasi Wealth Management, LLC

54.44K

Mar 31, 26

-16.84K

0.01%

Perigon Wealth Management, LLC

54.31K

Mar 31, 26

-7.33K

0.01%

EP Wealth Advisors, LLC

53.98K

Mar 31, 26

-23.93K

0.01%

Raab & Moskowitz Asset Management LLC

53.89K

Mar 31, 26

-505

0.01%

Keystone Financial Group

53.87K

Mar 31, 26

-592

0.01%

WealthTrak Capital Management LLC

53.80K

Mar 31, 26

-16.25K

0.01%

Global Financial Private Client, LLC

53.34K

Mar 31, 26

-377

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

53.28K

Mar 31, 26

+10.71K

0.01%

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

53.24K

Mar 31, 26

+8.57K

0.01%

Copia Wealth Management

53.20K

Mar 31, 26

-17.37K

0.01%

Brady Martz Wealth Solutions, LLC

52.92K

Mar 31, 26

+911

0.01%

Freestone Capital Holdings, LLC

52.90K

Mar 31, 26

-24.13K

0.01%

Ameritas Advisory Services, LLC

52.22K

Mar 31, 26

-11.55K

0.01%

Cordatus Wealth Management LLC

52.14K

Mar 31, 26

-27

0.01%

Affinity Capital Advisors, LLC

51.92K

Mar 31, 26

+15.75K

0.01%

Tranquilli Financial Advisor LLC

51.56K

Mar 31, 26

-5.73K

0.01%

Demars Financial Group, LLC

51.33K

Mar 31, 26

+1.27K

0.01%

Yukon Wealth Management, Inc.

49.58K

Mar 31, 26

-1.11K

0.01%

CAP Partners, LLC

49.12K

Mar 31, 26

+6.51K

0.01%

VANCE WEALTH, INC.

48.50K

Mar 31, 26

-644

0.01%

Smartleaf Asset Management LLC

48.49K

Mar 31, 26

+19.07K

0.01%

Breakwater Capital Group

48.19K

Mar 31, 26

-1.40K

0.01%

Atria Investments, Inc

48.14K

Mar 31, 26

-1.85K

0.01%

NORDEN GROUP LLC

48.07K

Mar 31, 26

+314

0.01%

Founders Financial Alliance, LLC

47.84K

Mar 31, 26

+4.40K

0.01%

Simplicity Wealth,LLC

47.56K

Mar 31, 26

-9.38K

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

47.55K

Mar 31, 26

0.01%

ArborFi Advisors, LLC

47.15K

Mar 31, 26

+810

0.01%

Ensign Peak Advisors, Inc

46.34K

Mar 31, 26

0.01%

SECURED RETIREMENT ADVISORS, LLC

46.00K

Mar 31, 26

-2.32K

0.01%

Total Clarity Wealth Management, Inc.

45.69K

Mar 31, 26

-1.49K

0.01%

1ST SOURCE BANK

45.62K

Mar 31, 26

-1.73K

0.01%

Slagle Financial, LLC

45.08K

Mar 31, 26

+1.24K

0.01%

Ausdal Financial Partners, Inc.

44.83K

Mar 31, 26

+7.63K

0.01%

INNEALTA CAPITAL, LLC

44.80K

Mar 31, 26

-1

0.01%

JT Stratford LLC

43.83K

Mar 31, 26

+1.64K

0.01%

Arkadios Wealth Advisors

43.14K

Mar 31, 26

+6.89K

0.01%

Sunesis Advisors, LLC

43.13K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

43.08K

Mar 31, 26

-10.51K

0.01%

BOKF, NA

42.40K

Mar 31, 26

+26.37K

0.01%

Foundation Wealth Management, LLC\PA

42.37K

Mar 31, 26

-103

0.01%

Wrenne Financial Planning LLC

42.30K

Mar 31, 26

-245

0.01%

Fundamentum, LLC

42.06K

Mar 31, 26

-919

0.01%

RETIREMENT INCOME SOLUTIONS, INC

42.03K

Mar 31, 26

-762

0.01%

VisionPoint Advisory Group, LLC

41.88K

Mar 31, 26

+8.74K

0.01%

Kensington Asset Management, LLC

41.88K

Mar 31, 26

0.01%

Hunting Hill Global Capital, LLC

41.36K

Mar 31, 26

-82.76K

0.01%

BURNEY CO/

41.34K

Mar 31, 26

-18.96K

0.01%

FF Advisors,LLC

41.07K

Mar 31, 26

-98

0.01%

RITHOLTZ WEALTH MANAGEMENT

40.98K

Mar 31, 26

-1.48K

0.01%

U.S. Capital Wealth Advisors, LLC

40.52K

Mar 31, 26

-2.56K

0.01%

One Capital Management, LLC

40.42K

Mar 31, 26

-1.95K

0.01%

FCG Investment Co

40.09K

Mar 31, 26

+40.09K

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

40.07K

Mar 31, 26

-540

0.01%

COLTON GROOME FINANCIAL ADVISORS, LLC

40.04K

Mar 31, 26

-2.63K

0.01%

Rehmann Capital Advisory Group

39.97K

Mar 31, 26

-362

0.01%

Certified Advisory Corp

39.84K

Mar 31, 26

-3.09K

0.01%

Sequoia Financial Advisors, LLC

39.67K

Mar 31, 26

-2.12K

0.01%

Wealth Advisors Northwest LLC

39.51K

Mar 31, 26

+1.14K

0.01%

AdvisorNet Financial, Inc

39.50K

Mar 31, 26

-41

0.01%

Holistic Planning, LLC

39.24K

Mar 31, 26

+16.21K

0.01%

Financial Network Wealth Advisors LLC

37.83K

Mar 31, 26

+2.24K

0.01%

Atomi Financial Group, Inc.

37.23K

Mar 31, 26

+30.73K

0.01%

Capstone Triton Financial Group, LLC

37.05K

Mar 31, 26

+18.54K

0.01%

LEE DANNER & BASS INC

36.96K

Mar 31, 26

0.01%

Gotham Asset Management, LLC

36.78K

Mar 31, 26

+425

0.01%

COMMERCE BANK

36.71K

Mar 31, 26

+32.99K

0.01%

MKT Advisors LLC

35.70K

Mar 31, 26

+3.50K

0.01%

Seaside Wealth Management, Inc.

35.69K

Mar 31, 26

-711

0.01%

WealthPlan Investment Management, LLC

35.60K

Mar 31, 26

+27.21K

0.01%

Onyx Bridge Wealth Group LLC

34.33K

Mar 31, 26

-2.21K

0.01%

Laurel Wealth Advisors LLC

34.30K

Mar 31, 26

+102

0.01%

Tradewinds Capital Management, LLC

34.17K

Mar 31, 26

+47

0.01%

River Street Advisors LLC

33.98K

Mar 31, 26

+365

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

33.84K

Mar 31, 26

+9.98K

0.01%

Apollon Financial, LLC

33.78K

Mar 31, 26

+6.36K

0.01%

Relyea Zuckerberg Hanson LLC

33.52K

Mar 31, 26

+399

0.01%

IFP Advisors, Inc

33.50K

Mar 31, 26

-10.66K

0.01%

Weitzel Financial Services, Inc.

33.48K

Mar 31, 26

-162

0.01%

MAI Capital Management

32.55K

Mar 31, 26

+2.79K

0.01%

Apella Capital, LLC

32.55K

Mar 31, 26

-2.16K

0.01%

Summit Investment Advisory Services, LLC

32.53K

Mar 31, 26

-305

0.01%

E&G Advisors, LP

32.17K

Mar 31, 26

+17

0.01%

BNP PARIBAS ARBITRAGE, SNC

32.00K

Mar 31, 26

-3

0.01%

Ballentine Partners, LLC

31.74K

Mar 31, 26

+26.07K

0.01%

Brinker Capital Investments, LLC

31.67K

Mar 31, 26

-42.81K

0.01%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

31.39K

Mar 31, 26

-1.31K

0.01%

JANUS HENDERSON GROUP PLC

31.02K

Mar 31, 26

0.01%

Resources Investment Advisors, LLC.

30.83K

Mar 31, 26

+3.30K

0.01%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

30.62K

Mar 31, 26

+1.87K

0.01%

Fidelis Capital Partners, LLC

30.49K

Mar 31, 26

0.01%

Lifeworks Advisors, LLC

30.46K

Mar 31, 26

-1.16K

0.01%

BROWN ADVISORY INC

30.27K

Mar 31, 26

+14.78K

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

29.98K

Mar 31, 26

-1.66K

0.01%

PFG Advisors

29.68K

Mar 31, 26

-6.67K

0.01%

Bridgewealth Advisory Group, LLC

29.63K

Mar 31, 26

+1.82K

0.01%

Idaho Trust Bank

29.35K

Mar 31, 26

-8.38K

0.01%

OneAscent Financial Services LLC

29.31K

Mar 31, 26

+29.31K

0.01%

Wall Capital Group, Inc.

29.26K

Mar 31, 26

+2.21K

0.01%

Patriot Financial Group Insurance Agency, LLC

28.82K

Mar 31, 26

+16.18K

0.00%

WEALTH MANAGEMENT RESOURCES, INC.

28.76K

Mar 31, 26

-73

0.00%

Wealthspire Advisors, LLC

28.59K

Mar 31, 26

-15.13K

0.00%

FIDUCIARY TRUST CO

28.58K

Mar 31, 26

0.00%

Comprehensive Financial Consultants Institutional, Inc.

28.36K

Mar 31, 26

+28.36K

0.00%

Integrity Wealth Solutions LLC

28.05K

Mar 31, 26

+337

0.00%

Redwood Financial Network Corp

27.84K

Mar 31, 26

-806

0.00%

DAGCO, INC.

27.74K

Mar 31, 26

+10

0.00%

PFG Investments, LLC

27.51K

Mar 31, 26

+6.19K

0.00%

VestGen Advisors, LLC

27.35K

Mar 31, 26

+359

0.00%

WealthShield Partners, LLC

27.15K

Mar 31, 26

-611

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

27.00K

Mar 31, 26

0.00%

PRIVATE CLIENT SERVICES, LLC

26.98K

Mar 31, 26

+66

0.00%

BLAIR WILLIAM & CO/IL

26.78K

Mar 31, 26

-2.98K

0.00%

Index Fund Advisors, Inc.

26.75K

Mar 31, 26

+139

0.00%

Coastal Bridge Advisors, LLC

26.70K

Mar 31, 26

+3.26K

0.00%

Empowered Funds, LLC

26.64K

Mar 31, 26

+19.91K

0.00%

Flagship Private Wealth, LLC

26.58K

Mar 31, 26

-77

0.00%

CWA Asset Management Group, LLC

26.55K

Mar 31, 26

+1.54K

0.00%

JANE STREET GROUP, LLC

26.35K

Mar 31, 26

-649

0.00%

Integrated Advisors Network LLC

26.17K

Mar 31, 26

+1.73K

0.00%

RHS Financial, LLC

26.02K

Mar 31, 26

+8.65K

0.00%

Alliance Wealth Advisors, LLC /UT

26.02K

Mar 31, 26

-7.97K

0.00%

GTS SECURITIES LLC

25.86K

Mar 31, 26

-8.52K

0.00%

Redwood Investment Management, LLC

25.83K

Mar 31, 26

-1.39K

0.00%

Fourth Dimension Wealth, LLC

25.32K

Mar 31, 26

-2.40K

0.00%

Baltimore-Washington Financial Advisors, Inc.

25.25K

Mar 31, 26

+52

0.00%

REDW Wealth LLC

25.19K

Mar 31, 26

0.00%

Invesco Ltd.

25.18K

Mar 31, 26

-1.77K

0.00%

TOWNSQUARE CAPITAL LLC

24.94K

Mar 31, 26

-12.85K

0.00%

Intrua Financial, LLC

24.87K

Mar 31, 26

+867

0.00%

Riverpoint Wealth Management Holdings, LLC

24.84K

Mar 31, 26

+81

0.00%

Diversified Portfolios, Inc.

24.84K

Mar 31, 26

+500

0.00%

Commonwealth Financial Services, LLC

24.64K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

24.47K

Mar 31, 26

+15.26K

0.00%

OVERSEA-CHINESE BANKING Corp Ltd

24.35K

Mar 31, 26

+8.09K

0.00%

NATIXIS ADVISORS, L.P.

24.25K

Mar 31, 26

-27.89K

0.00%

BOYUM WEALTH ARCHITECTS LLC

24.11K

Mar 31, 26

+255

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

23.87K

Mar 31, 26

+3.92K

0.00%

Sequent Planning LLC

23.81K

Mar 31, 26

+256

0.00%

Callan Family Office, LLC

23.63K

Mar 31, 26

-3.22K

0.00%

RIK SAYLOR FINANCIAL, INC.

22.87K

Mar 31, 26

+260

0.00%

Ellevest, Inc.

22.77K

Mar 31, 26

-366

0.00%

WHITE PINE CAPITAL LLC

22.68K

Mar 31, 26

-1.00K

0.00%

Capital Investment Advisory Services, LLC

22.64K

Mar 31, 26

+1.18K

0.00%

Optivise Advisory Services LLC

22.50K

Mar 31, 26

+279

0.00%

Graney & King, LLC

22.47K

Mar 31, 26

-224

0.00%

Lantern Wealth Advisors, LLC

22.44K

Mar 31, 26

+2.31K

0.00%

MATAURO, LLC

22.25K

Mar 31, 26

-285

0.00%

Krilogy Financial LLC

21.29K

Mar 31, 26

+29

0.00%

Towerpoint Wealth, LLC

21.29K

Mar 31, 26

-100

0.00%

GGM Financials LLC

21.15K

Mar 31, 26

+58

0.00%

Tempus Wealth Planning, LLC

20.87K

Mar 31, 26

-377

0.00%

Sigma Planning Corp

20.60K

Mar 31, 26

-355

0.00%

Toroso Investments, LLC

20.58K

Mar 31, 26

-76

0.00%

Schrum Private Wealth Management LLC

20.49K

Mar 31, 26

-181

0.00%

Argent Trust Co

20.34K

Mar 31, 26

-600

0.00%

Root Financial Partners, LLC

20.31K

Mar 31, 26

+154

0.00%

Centerpoint Advisors, LLC

20.18K

Mar 31, 26

-173

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

20.15K

Mar 31, 26

+2.62K

0.00%

Frisch Financial Group, Inc.

20.14K

Mar 31, 26

+33

0.00%

Wells Financial Advisors INC

19.52K

Mar 31, 26

-9.53K

0.00%

GREENLEAF TRUST

19.11K

Mar 31, 26

0.00%

Verdence Capital Advisors LLC

19.08K

Mar 31, 26

-5.94K

0.00%

SPRING CAPITAL MANAGEMENT, LLC

18.49K

Mar 31, 26

0.00%

HOWARD WEALTH MANAGEMENT, LLC

18.48K

Mar 31, 26

-2.88K

0.00%

CALTON & ASSOCIATES, INC.

18.42K

Mar 31, 26

-4.53K

0.00%

M3 Advisory Group, LLC

18.41K

Mar 31, 26

+839

0.00%

Advisors Capital Management, LLC

18.36K

Mar 31, 26

-2.53K

0.00%

REGIONS FINANCIAL CORP

18.13K

Mar 31, 26

-437

0.00%

SVB WEALTH LLC

17.92K

Mar 31, 26

-32.61K

0.00%

Waldron Private Wealth LLC

17.92K

Mar 31, 26

0.00%

Financial Insights, Inc.

17.82K

Mar 31, 26

+1.15K

0.00%

Cassaday & Co Wealth Management LLC

17.45K

Mar 31, 26

+10

0.00%

Community Bank, N.A.

17.20K

Mar 31, 26

+87

0.00%

WJ Wealth Management, LLC

16.93K

Mar 31, 26

-832

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

16.77K

Mar 31, 26

-137

0.00%

Mason Investment Advisory Services, Inc.

16.63K

Mar 31, 26

+21

0.00%

LOWERY THOMAS, LLC

16.28K

Mar 31, 26

-338

0.00%

INTEGRATED CAPITAL MANAGEMENT, INC.

16.21K

Mar 31, 26

-374

0.00%

Headland Capital, LLC

16.14K

Mar 31, 26

-26

0.00%

Galvin, Gaustad & Stein, LLC

15.90K

Mar 31, 26

+580

0.00%

JOHNSON INVESTMENT COUNSEL INC

15.73K

Mar 31, 26

-1.29K

0.00%

LOWE BROCKENBROUGH & CO INC

15.63K

Mar 31, 26

-245

0.00%

Ironwood Financial, llc

15.58K

Mar 31, 26

0.00%

Brown Miller Wealth Management, LLC

15.48K

Mar 31, 26

+1.49K

0.00%

SFMG, LLC

15.48K

Mar 31, 26

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

15.41K

Mar 31, 26

-799

0.00%

GeoWealth Management, LLC

15.38K

Mar 31, 26

+602

0.00%

ForthRight Wealth Management, LLC

15.29K

Mar 31, 26

+1.10K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.24K

Mar 31, 26

+5.50K

0.00%

Mine & Arao Wealth Creation & Management, LLC.

15.22K

Mar 31, 26

0.00%

GM Advisory Group, Inc.

15.21K

Mar 31, 26

+2.10K

0.00%

RKL Wealth Management LLC

15.12K

Mar 31, 26

-1.51K

0.00%

Greenspring Advisors, LLC

14.99K

Mar 31, 26

-64

0.00%

CHOREO, LLC

14.96K

Mar 31, 26

-96

0.00%

Coordinated Financial Services, Inc.

14.81K

Mar 31, 26

-371

0.00%

AWM CAPITAL, LLC

14.68K

Mar 31, 26

+53

0.00%

Pathstone Holdings, LLC

14.59K

Mar 31, 26

+109

0.00%

Kestra Investment Management, LLC

14.57K

Mar 31, 26

+5.02K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

14.46K

Mar 31, 26

+8.40K

0.00%

Lansing Street Advisors

14.27K

Mar 31, 26

+42

0.00%

PENNINGTON PARTNERS & CO., LLC

14.26K

Mar 31, 26

+8.56K

0.00%

FIRST NATIONAL BANK OF OMAHA

14.25K

Mar 31, 26

+795

0.00%

Texas Capital Bank Wealth Management Services Inc

14.10K

Mar 31, 26

-500

0.00%

Lantz Financial LLC

14.01K

Mar 31, 26

-133

0.00%

Frazier Financial Advisors, LLC

13.94K

Mar 31, 26

+1.32K

0.00%

Costello Asset Management, INC

13.94K

Mar 31, 26

+7.35K

0.00%

Bank Julius Baer & Co. Ltd, Zurich

13.90K

Mar 31, 26

-332

0.00%

Ritter Daniher Financial Advisory LLC / DE

13.84K

Mar 31, 26

+63

0.00%

BCGM Wealth Management, LLC

13.77K

Mar 31, 26

0.00%

Sanchez Wealth Management Group

13.59K

Mar 31, 26

-578

0.00%

CULLEN/FROST BANKERS, INC.

13.41K

Mar 31, 26

-11.47K

0.00%

RDA Financial Network

13.40K

Mar 31, 26

+477

0.00%

Barnes Wealth Management Group, Inc

13.39K

Mar 31, 26

-1.80K

0.00%

Beacon Capital Management, LLC

13.29K

Mar 31, 26

+6.45K

0.00%

Hirtle Callaghan & Co LLC

13.29K

Mar 31, 26

-6

0.00%

Wallington Asset Management, LLC

13.27K

Mar 31, 26

+390

0.00%

Signal Advisors Wealth, LLC

13.24K

Mar 31, 26

-3.41K

0.00%

Embree Financial Group

13.16K

Mar 31, 26

+46

0.00%

ROCKLAND TRUST CO

13.09K

Mar 31, 26

-3.28K

0.00%

LBMC INVESTMENT ADVISORS, LLC

13.05K

Mar 31, 26

-557

0.00%

Serenus Wealth Advisors, LLC

13.02K

Mar 31, 26

+15

0.00%

RENAISSANCE TECHNOLOGIES LLC

12.90K

Mar 31, 26

+12.90K

0.00%

Snowden Capital Advisors LLC

12.77K

Mar 31, 26

+142

0.00%

EverSource Wealth Advisors, LLC

12.76K

Mar 31, 26

+45

0.00%

FIRST TRUST ADVISORS LP

12.73K

Mar 31, 26

+785

0.00%

Castleview Partners, LLC

12.73K

Mar 31, 26

+538

0.00%

KM Capital Management Ltd.

12.59K

Mar 31, 26

-4.59K

0.00%

NewEdge Wealth, LLC

12.58K

Mar 31, 26

+1.01K

0.00%

GRIMES & COMPANY, INC.

12.50K

Mar 31, 26

+44

0.00%

Kovack Advisors, Inc.

12.36K

Mar 31, 26

+60

0.00%

4WEALTH ADVISORS, INC.

12.29K

Mar 31, 26

-165

0.00%

MATHER GROUP, LLC.

12.29K

Mar 31, 26

+871

0.00%

EXENCIAL WEALTH ADVISORS, LLC

12.24K

Mar 31, 26

-4

0.00%

Waterway Wealth Management, LLC

12.19K

Mar 31, 26

+12.19K

0.00%

Impact Partnership Wealth, LLC

12.13K

Mar 31, 26

-2.83K

0.00%

Advance Capital Management, Inc.

11.98K

Mar 31, 26

-1.86K

0.00%

Copley Financial Group, Inc.

11.96K

Mar 31, 26

-81

0.00%

LIBERTY WEALTH MANAGEMENT LLC

11.93K

Mar 31, 26

+15

0.00%

Rossby Financial, LCC

11.89K

Mar 31, 26

+3.93K

0.00%

Richmond Investment Services, LLC

11.84K

Mar 31, 26

-610

0.00%

BANK OF MONTREAL /CAN/

11.80K

Mar 31, 26

-9.28K

0.00%

BEACON FINANCIAL GROUP

11.79K

Mar 31, 26

0.00%

Golden State Equity Partners

11.77K

Mar 31, 26

+11.77K

0.00%

MCDONALD PARTNERS LLC

11.72K

Mar 31, 26

+100

0.00%

Triad Wealth Partners, LLC

11.69K

Mar 31, 26

-3.51K

0.00%

HBW Advisory Services LLC

11.62K

Mar 31, 26

-20

0.00%

VESTIA PERSONAL WEALTH ADVISORS

11.32K

Mar 31, 26

+54

0.00%

Brand Asset Management Group, Inc.

11.26K

Mar 31, 26

+981

0.00%

Carnegie Capital Asset Management, LLC

11.26K

Mar 31, 26

0.00%

SEI INVESTMENTS CO

11.15K

Mar 31, 26

+460

0.00%

PMG Wealth Management, Inc.

11.07K

Mar 31, 26

+201

0.00%

Jacobi Capital Management LLC

11.04K

Mar 31, 26

+10

0.00%

Diversified Enterprises, LLC

10.97K

Mar 31, 26

+24

0.00%

Wallace Advisory Group, LLC

10.97K

Mar 31, 26

-1.08K

0.00%

Coastal Investment Advisors, Inc.

10.88K

Mar 31, 26

+276

0.00%

Strategic Financial Concepts, LLC

10.82K

Mar 31, 26

-726

0.00%

McGlone Suttner Wealth Management, Inc.

10.76K

Mar 31, 26

-2.65K

0.00%

Rossmore Private Capital

10.69K

Mar 31, 26

-1.40K

0.00%

Prospect Financial Services LLC

10.66K

Mar 31, 26

+396

0.00%

VANGUARD ADVISERS INC

10.66K

Mar 31, 26

+10.66K

0.00%

HF Advisory Group, LLC

10.65K

Mar 31, 26

-1.45K

0.00%

WEDBUSH SECURITIES INC

10.64K

Mar 31, 26

-665

0.00%

Detalus Advisors, LLC

10.60K

Mar 31, 26

+64

0.00%

Smithfield Trust Co

10.60K

Mar 31, 26

0.00%

Clark Capital Management Group, Inc.

10.57K

Mar 31, 26

-172.50K

0.00%

Soltis Investment Advisors LLC

10.57K

Mar 31, 26

+1.40K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

10.47K

Mar 31, 26

0.00%

Fortune 45 LLC

10.46K

Mar 31, 26

-2.79K

0.00%

CENTAURUS FINANCIAL, INC.

10.38K

Mar 31, 26

+14

0.00%

DRIVE WEALTH MANAGEMENT, LLC

10.28K

Mar 31, 26

-858

0.00%

Tribridge Partners Financial LLC

10.28K

Mar 31, 26

+1.76K

0.00%

626 Financial, LLC

10.26K

Mar 31, 26

0.00%

Investments & Financial Planning, LLC

10.22K

Mar 31, 26

-17

0.00%

Sentinus, LLC

10.14K

Mar 31, 26

-4.94K

0.00%

Glass Jacobson Investment Advisors llc

10.10K

Mar 31, 26

0.00%

YHB Investment Advisors, Inc.

9.78K

Mar 31, 26

-71

0.00%

Pathway Financial Advisors LLC

9.73K

Mar 31, 26

0.00%

Bogart Wealth, LLC

9.65K

Mar 31, 26

+1.10K

0.00%

Arbor Wealth Advisors LLC

9.65K

Mar 31, 26

0.00%

DGS Capital Management, LLC

9.61K

Mar 31, 26

-280

0.00%

Bill Few Associates, Inc.

9.60K

Mar 31, 26

+1.41K

0.00%

Midwest Trust Co

9.55K

Mar 31, 26

-6

0.00%

ALTFEST L J & CO INC

9.55K

Mar 31, 26

+93

0.00%

MBL Wealth, LLC

9.44K

Mar 31, 26

+600

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

9.43K

Mar 31, 26

+2.92K

0.00%

Pinnacle Bancorp, Inc.

9.43K

Mar 31, 26

-285

0.00%

Dynamic Financial Group

9.34K

Mar 31, 26

+738

0.00%

SYON CAPITAL LLC

9.25K

Mar 31, 26

-1.87K

0.00%

Regal Investment Advisors LLC

9.23K

Mar 31, 26

-194

0.00%

Bluesphere Advisors, LLC

9.22K

Mar 31, 26

+525

0.00%

TWO SIGMA SECURITIES, LLC

9.22K

Mar 31, 26

+9.22K

0.00%

Aptus Capital Advisors, LLC

9.06K

Mar 31, 26

+503

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

9.04K

Mar 31, 26

+4.58K

0.00%

First Financial Bank - Trust Division

8.99K

Mar 31, 26

+939

0.00%

SAX WEALTH ADVISORS, LLC

8.89K

Mar 31, 26

-13

0.00%

DAVENPORT & Co LLC

8.85K

Mar 31, 26

+50

0.00%

Brio Consultants, LLC

8.85K

Mar 31, 26

-268

0.00%

Portland Financial Advisors Inc

8.82K

Mar 31, 26

+526

0.00%

Trueblood Wealth Management, LLC

8.75K

Mar 31, 26

+25

0.00%

Crescent Sterling, Ltd.

8.70K

Mar 31, 26

0.00%

Asset Allocation Strategies LLC

8.68K

Mar 31, 26

-87.08K

0.00%

Cascade Investment Advisors, Inc.

8.67K

Mar 31, 26

+945

0.00%

Drucker Wealth 3.0, LLC

8.64K

Mar 31, 26

+1.60K

0.00%

Gallagher Fiduciary Advisors, LLC

8.58K

Mar 31, 26

-1.92K

0.00%

KRAEMATON INVESTMENT ADVISORS, INC

8.51K

Mar 31, 26

-18

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.48K

Mar 31, 26

+2.38K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

8.32K

Mar 31, 26

+159

0.00%

Compass Financial Services Inc

8.29K

Mar 31, 26

0.00%

BridgePort Financial Solutions, LLC

8.22K

Mar 31, 26

+28

0.00%

MCF Advisors LLC

8.20K

Mar 31, 26

+169

0.00%

Apollon Wealth Management, LLC

8.11K

Mar 31, 26

+963

0.00%

GDS Wealth Management

8.06K

Mar 31, 26

0.00%

Clarity Capital Advisors, LLC

8.02K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

7.99K

Mar 31, 26

-405

0.00%

Tilson Financial Group, Inc.

7.98K

Mar 31, 26

-131

0.00%

Wealth Advisory Solutions, LLC

7.89K

Mar 31, 26

+650

0.00%

Snider Financial Group

7.85K

Mar 31, 26

-126.12K

0.00%

Darrow Company, Inc.

7.84K

Mar 31, 26

-1.25K

0.00%

South Shore Capital Advisors

7.83K

Mar 31, 26

+455

0.00%

O'Keefe Stevens Advisory, Inc.

7.83K

Mar 31, 26

+7.83K

0.00%

Narus Financial Partners, LLC

7.82K

Mar 31, 26

+168

0.00%

Net Worth Advisory Group

7.82K

Mar 31, 26

+29

0.00%

PRAIRIEVIEW WEALTH PARTNERS, LLC

7.82K

Mar 31, 26

+350

0.00%

OARSMAN CAPITAL, INC.

7.74K

Mar 31, 26

-706

0.00%

Miracle Mile Advisors, LLC

7.71K

Mar 31, 26

-3.30K

0.00%

Sage Mountain Advisors LLC

7.66K

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

7.65K

Mar 31, 26

-3.70K

0.00%

Sanibel Captiva Trust Company, Inc.

7.63K

Mar 31, 26

-450

0.00%

IMC-Chicago, LLC

7.60K

Mar 31, 26

-3.00K

0.00%

Capital Square, LLC

7.57K

Mar 31, 26

+810

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.54K

Mar 31, 26

-923

0.00%

Black Diamond Financial, LLC

7.53K

Mar 31, 26

+2.84K

0.00%

CAHABA WEALTH MANAGEMENT, INC.

7.36K

Mar 31, 26

0.00%

Leo Wealth, LLC

7.35K

Mar 31, 26

+1.52K

0.00%

Empirical Asset Management, LLC

7.23K

Mar 31, 26

-5.40K

0.00%

Somerset Trust Co

7.21K

Mar 31, 26

-239

0.00%

DRAVO BAY LLC

7.21K

Mar 31, 26

+1.61K

0.00%

OLD SECOND NATIONAL BANK OF AURORA

7.19K

Mar 31, 26

-171

0.00%

Warren Street Wealth Advisors, LLC

7.18K

Mar 31, 26

+303

0.00%

Allie Family Office LLC

7.16K

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

7.13K

Mar 31, 26

+7.13K

0.00%

SCS Capital Management LLC

7.13K

Mar 31, 26

0.00%

Keebeck Wealth Management, LLC

7.12K

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

7.11K

Mar 31, 26

-944

0.00%

Iowa State Bank

7.10K

Mar 31, 26

0.00%

ALLIANCEBERNSTEIN L.P.

7.09K

Mar 31, 26

-243

0.00%

Retirement Planning Co of New England, Inc.

7.07K

Mar 31, 26

+10

0.00%

AVISO WEALTH MANAGEMENT

7.06K

Mar 31, 26

-990

0.00%

Cerro Pacific Wealth Advisors LLC

7.02K

Mar 31, 26

-621

0.00%

Mayfair Advisory Group, LLC

7.02K

Mar 31, 26

0.00%

Kovitz Investment Group Partners, LLC

7.00K

Mar 31, 26

-9.01K

0.00%

Acorn Wealth Advisors, LLC

6.95K

Mar 31, 26

0.00%

Truepoint, Inc.

6.94K

Mar 31, 26

-329

0.00%

Caprock Group, LLC

6.94K

Mar 31, 26

0.00%

POM Investment Strategies, LLC

6.86K

Mar 31, 26

-201.46K

0.00%

Family Wealth Group, LLC

6.83K

Mar 31, 26

-631

0.00%

ETF Store, Inc.

6.81K

Mar 31, 26

+12

0.00%

SUMMIT WEALTH GROUP LLC / CO

6.80K

Mar 31, 26

0.00%

Catalytic Wealth RIA, LLC

6.75K

Mar 31, 26

0.00%

AlphaCore Capital LLC

6.74K

Mar 31, 26

-3.20K

0.00%

JMG Financial Group, Ltd.

6.70K

Mar 31, 26

0.00%

Colonial River Wealth Management, LLC

6.67K

Mar 31, 26

-1.82K

0.00%

ZEGA Investments, LLC

6.67K

Mar 31, 26

+2.80K

0.00%

NWF Advisory Services Inc.

6.67K

Mar 31, 26

+1.30K

0.00%

PUREfi Wealth, LLC

6.58K

Mar 31, 26

-707

0.00%

Key Client Fiduciary Advisors, LLC

6.58K

Mar 31, 26

+35

0.00%

Americana Partners, LLC

6.49K

Mar 31, 26

+17

0.00%

Mayflower Financial Advisors, LLC

6.49K

Mar 31, 26

+1.71K

0.00%

WESTBOURNE INVESTMENTS, INC.

6.47K

Mar 31, 26

+2.40K

0.00%

Twelve Points Wealth Management LLC

6.40K

Mar 31, 26

-4

0.00%

WNY Asset Management, LLC

6.37K

Mar 31, 26

+6.37K

0.00%

Clearstead Advisors, LLC

6.36K

Mar 31, 26

0.00%

Vawter Financial, Ltd.

6.35K

Mar 31, 26

0.00%

Stiles Financial Services Inc

6.35K

Mar 31, 26

+82

0.00%

Ballast, Inc.

6.33K

Mar 31, 26

-135

0.00%

Curran Financial Partners, LLC

6.33K

Mar 31, 26

0.00%

Berger Financial Group, Inc

6.30K

Mar 31, 26

+937

0.00%

IEQ CAPITAL, LLC

6.29K

Mar 31, 26

+295

0.00%

Mission Creek Capital Partners, Inc.

6.27K

Mar 31, 26

0.00%

Virtue Capital Management, LLC

6.27K

Mar 31, 26

-5.00K

0.00%

LCNB CORP

6.25K

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

6.23K

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

6.23K

Mar 31, 26

-2.12K

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

6.21K

Mar 31, 26

+20

0.00%

Grandview Asset Management LLC

6.18K

Mar 31, 26

-839

0.00%

Cascade Financial Partners, LLC

6.18K

Mar 31, 26

+6.18K

0.00%

Focused Wealth Management, Inc

6.11K

Mar 31, 26

+45

0.00%

Berkeley, Inc

6.10K

Mar 31, 26

0.00%

PRINCIPAL SECURITIES, INC.

6.03K

Mar 31, 26

-10.80K

0.00%

Edgestream Partners, L.P.

6.01K

Mar 31, 26

-5.79K

0.00%

Russell Investments Group, Ltd.

5.99K

Mar 31, 26

+718

0.00%

GILL CAPITAL PARTNERS, LLC

5.92K

Mar 31, 26

0.00%

Evolution Wealth Advisors, LLC

5.90K

Mar 31, 26

0.00%

Lynx Investment Advisory

5.89K

Mar 31, 26

-2.11K

0.00%

GoalVest Advisory LLC

5.86K

Mar 31, 26

0.00%

Pinion Investment Advisors, LLC

5.86K

Mar 31, 26

0.00%

CIBC WORLD MARKET INC.

5.84K

Mar 31, 26

+82

0.00%

Smallwood Wealth Investment Management, LLC

5.84K

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

5.82K

Mar 31, 26

0.00%

Mascagni Wealth Management, Inc.

5.81K

Mar 31, 26

-172

0.00%

Essex Savings Bank

5.80K

Mar 31, 26

-47

0.00%

Accurate Wealth Management, LLC

5.77K

Mar 31, 26

-159

0.00%

Capital Investment Advisors, LLC

5.76K

Mar 31, 26

+200

0.00%

MMA ASSET MANAGEMENT LLC

5.75K

Mar 31, 26

+13

0.00%

Reyes Financial Architecture, Inc.

5.75K

Mar 31, 26

0.00%

Fortitude Financial, LLC

5.73K

Mar 31, 26

-839

0.00%

Aprio Wealth Management, LLC

5.72K

Mar 31, 26

+5.72K

0.00%

Second Line Capital, LLC

5.72K

Mar 31, 26

+1.04K

0.00%

SIGNATUREFD, LLC

5.69K

Mar 31, 26

0.00%

Dynamic Advisor Solutions LLC

5.68K

Mar 31, 26

-39

0.00%

Cape Investment Advisory, Inc.

5.67K

Mar 31, 26

-1.06K

0.00%

Tidemark, LLC

5.66K

Mar 31, 26

-232

0.00%

Sharper & Granite LLC

5.65K

Mar 31, 26

-275

0.00%

Fiduciary Group LLC

5.55K

Mar 31, 26

+283

0.00%

Interchange Capital Partners, LLC

5.50K

Mar 31, 26

0.00%

Procyon Advisors, LLC

5.48K

Mar 31, 26

+5.48K

0.00%

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

5.46K

Mar 31, 26

-307

0.00%

SFG Wealth Management, LLC.

5.43K

Mar 31, 26

-279

0.00%

Tranquility Partners, LLC

5.36K

Mar 31, 26

-58

0.00%

Annex Advisory Services, LLC

5.35K

Mar 31, 26

-37

0.00%

Shulman DeMeo Asset Management LLC

5.33K

Mar 31, 26

+5.33K

0.00%

KLCM Advisors, Inc.

5.33K

Mar 31, 26

+5.33K

0.00%

Strategic Blueprint, LLC

5.31K

Mar 31, 26

-2.57K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.31K

Mar 31, 26

+172

0.00%

Everhart Financial Group, Inc.

5.29K

Mar 31, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

5.22K

Mar 31, 26

+5.22K

0.00%

HANCOCK WHITNEY CORP

5.20K

Mar 31, 26

-601

0.00%

Erickson Financial Group, LLC

5.18K

Mar 31, 26

0.00%

KMG FIDUCIARY PARTNERS, LLC

5.16K

Mar 31, 26

+5.16K

0.00%

BYRNE FINANCIAL FREEDOM, LLC

5.10K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

5.09K

Mar 31, 26

-175

0.00%

Venture Visionary Partners LLC

5.09K

Mar 31, 26

-2.07K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

5.07K

Mar 31, 26

+64

0.00%

Garden State Investment Advisory Services LLC

5.05K

Mar 31, 26

-100

0.00%

Ariadne Wealth Management, LP

5.03K

Mar 31, 26

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

5.03K

Mar 31, 26

0.00%

Pensionmark Financial Group, LLC

5.02K

Mar 31, 26

+290

0.00%

Sterling Investment Counsel, LLC

4.97K

Mar 31, 26

-1.25K

0.00%

SMART Wealth LLC

4.94K

Mar 31, 26

-2.02K

0.00%

HRT FINANCIAL LP

4.88K

Mar 31, 26

+4.88K

0.00%

Marion Wealth Management

4.86K

Mar 31, 26

+14

0.00%

FIRST CITIZENS BANK & TRUST CO

4.85K

Mar 31, 26

0.00%

Neuberger Berman Group LLC

4.85K

Mar 31, 26

0.00%

Glenview Trust Co

4.83K

Mar 31, 26

0.00%

Hurley Capital, LLC

4.83K

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

4.82K

Mar 31, 26

0.00%

Cambridge Advisors Inc.

4.77K

Mar 31, 26

-175

0.00%

Kaizen Financial Strategies

4.76K

Mar 31, 26

+18

0.00%

Wise Wealth Partners

4.74K

Mar 31, 26

0.00%

KPP Advisory Services LLC

4.73K

Mar 31, 26

-542

0.00%

Global View Capital Management LLC

4.72K

Mar 31, 26

-454

0.00%

Elm Partners Management LLC

4.71K

Mar 31, 26

0.00%

HB Wealth Management, LLC

4.71K

Mar 31, 26

+104

0.00%

Fusion Family Wealth LLC

4.71K

Mar 31, 26

0.00%

Valued Retirements, Inc.

4.63K

Mar 31, 26

0.00%

Chris Bulman Inc

4.62K

Mar 31, 26

-540

0.00%

Tactive Advisors, LLC

4.60K

Mar 31, 26

0.00%

Arrowroot Family Office, LLC

4.53K

Mar 31, 26

-256

0.00%

Wealth Alliance

4.51K

Mar 31, 26

-271

0.00%

Intellectus Partners, LLC

4.50K

Mar 31, 26

0.00%

MCIA Inc

4.50K

Mar 31, 26

-15

0.00%

Note Advisors, LLC

4.48K

Mar 31, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

4.48K

Mar 31, 26

-557

0.00%

Goldstein Advisors, LLC

4.47K

Mar 31, 26

+25

0.00%

Choate Investment Advisors

4.45K

Mar 31, 26

0.00%

Principle Wealth Partners LLC

4.43K

Mar 31, 26

-291

0.00%

Grantvest Financial Group LLC

4.42K

Mar 31, 26

+99

0.00%

Mustard Seed Financial, LLC

4.42K

Mar 31, 26

+331

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

4.39K

Mar 31, 26

-1.10K

0.00%

VALLEY NATIONAL ADVISERS INC

4.35K

Mar 31, 26

0.00%

Montz Harcus Wealth Management LLC

4.35K

Mar 31, 26

+241

0.00%

Dougherty Wealth Advisers LLC

4.34K

Mar 31, 26

-240

0.00%

INSIGNEO ADVISORY SERVICES, LLC

4.34K

Mar 31, 26

-1.11K

0.00%

LexAurum Advisors, LLC

4.33K

Mar 31, 26

+4.33K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

4.32K

Mar 31, 26

0.00%

B. Riley Wealth Advisors, Inc.

4.29K

Mar 31, 26

0.00%

Howard Capital Management Group, LLC

4.27K

Mar 31, 26

0.00%

ACUTE INVESTMENT ADVISORY, LLC

4.20K

Mar 31, 26

-3.07K

0.00%

Forza Wealth Management, LLC

4.17K

Mar 31, 26

0.00%

Brookwood Investment Group LLC

4.16K

Mar 31, 26

-1.34K

0.00%

Accel Wealth Management

4.14K

Mar 31, 26

-383

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

4.13K

Mar 31, 26

-46

0.00%

TCTC Holdings, LLC

4.12K

Mar 31, 26

0.00%

Advisor Resource Council

4.11K

Mar 31, 26

+288

0.00%

Hibernia Wealth Partners, LLC

4.04K

Mar 31, 26

+4.04K

0.00%

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

4.03K

Mar 31, 26

-58

0.00%

Empower Advisory Group, LLC

4.00K

Mar 31, 26

+4.00K

0.00%

Stirlingshire Investments, Inc.

4.00K

Mar 31, 26

-230

0.00%

DELTA CAPITAL MANAGEMENT LLC

4.00K

Mar 31, 26

0.00%

Veracity Capital LLC

3.98K

Mar 31, 26

-102

0.00%

Winch Advisory Services, LLC

3.98K

Mar 31, 26

+88

0.00%

Trifecta Capital Advisors, LLC

3.90K

Mar 31, 26

0.00%

Asio Capital, LLC

3.90K

Mar 31, 26

0.00%

COWA, LLC

3.90K

Mar 31, 26

-4.00K

0.00%

Benchmark Financial Wealth Advisors, LLC

3.89K

Mar 31, 26

+14

0.00%

NATIONAL BANK OF CANADA /FI/

3.88K

Mar 31, 26

+967

0.00%

HBK Sorce Advisory LLC

3.87K

Mar 31, 26

+227

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

3.85K

Mar 31, 26

+3.85K

0.00%

Glassman Wealth Services

3.83K

Mar 31, 26

0.00%

Crews Bank & Trust

3.82K

Mar 31, 26

0.00%

PEOPLES BANK /OH

3.82K

Mar 31, 26

+3.82K

0.00%

White Lighthouse Investment Management Inc.

3.78K

Mar 31, 26

0.00%

Global Assets Advisory, LLC

3.74K

Mar 31, 26

+3.74K

0.00%

Summit Place Financial Advisors, LLC

3.67K

Mar 31, 26

0.00%

Bernardo Wealth Planning LLC

3.67K

Mar 31, 26

0.00%

Stonebridge Financial Planning Group, LLC

3.65K

Mar 31, 26

0.00%

Fiduciary Alliance LLC

3.65K

Mar 31, 26

-401

0.00%

Wilkins Miller Wealth Management, LLC

3.63K

Mar 31, 26

-39

0.00%

AGH Wealth Advisors, LLC

3.60K

Mar 31, 26

+3.60K

0.00%

VILLERE ST DENIS J & CO LLC

3.60K

Mar 31, 26

0.00%

Rockwood Wealth Management, LLC

3.59K

Mar 31, 26

0.00%

Capital Group Private Client Services, Inc.

3.57K

Mar 31, 26

0.00%

NWAM LLC

3.56K

Mar 31, 26

-177

0.00%

Falcon Wealth Planning

3.56K

Mar 31, 26

0.00%

Emerald Advisors, LLC

3.55K

Mar 31, 26

-69

0.00%

Concord Wealth Partners

3.55K

Mar 31, 26

-65

0.00%

AdviceOne Advisory Services, LLC

3.54K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

3.51K

Mar 31, 26

0.00%

Financial Strategies Group, Inc.

3.45K

Mar 31, 26

-38

0.00%

BROWN, LISLE/CUMMINGS, INC.

3.45K

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

3.45K

Mar 31, 26

+175

0.00%

HANTZ FINANCIAL SERVICES, INC.

3.42K

Mar 31, 26

+1.30K

0.00%

LRI Investments, LLC

3.38K

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

3.29K

Mar 31, 26

-29

0.00%

Operose Advisors LLC

3.20K

Mar 31, 26

+435

0.00%

EVERMAY WEALTH MANAGEMENT LLC

3.18K

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

3.08K

Mar 31, 26

+115

0.00%

PIN OAK INVESTMENT ADVISORS INC

3.03K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

2.96K

Mar 31, 26

-26

0.00%

Ancora Advisors, LLC

2.96K

Mar 31, 26

-34

0.00%

Ronald Blue Trust, Inc.

2.96K

Mar 31, 26

+253

0.00%

TD Waterhouse Canada Inc.

2.87K

Mar 31, 26

+1.61K

0.00%

Colonial Trust Co / SC

2.80K

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

2.77K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

2.71K

Mar 31, 26

-167

0.00%

Archer Investment Corp

2.55K

Mar 31, 26

+1.04K

0.00%

CLEAR INVESTMENT RESEARCH, LLC

2.41K

Mar 31, 26

+2.41K

0.00%

Murphy & Mullick Capital Management Corp

2.40K

Mar 31, 26

0.00%

Urban Financial Advisory Corp

2.29K

Mar 31, 26

0.00%

Noble Wealth Management PBC

2.27K

Mar 31, 26

-51

0.00%

Private Wealth Asset Management, LLC

2.23K

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

2.16K

Mar 31, 26

0.00%

Independence Bank of Kentucky

2.16K

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

2.12K

Mar 31, 26

0.00%

Acropolis Investment Management, LLC

1.95K

Mar 31, 26

+1.95K

0.00%

Bare Financial Services, Inc

1.83K

Mar 31, 26

-170

0.00%

NBT BANK N A /NY

1.82K

Mar 31, 26

+824

0.00%

Migdal Insurance & Financial Holdings Ltd.

1.76K

Mar 31, 26

+1.76K

0.00%

True Link Financial Advisors, LLC

1.75K

Mar 31, 26

+1.75K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.74K

Mar 31, 26

0.00%

Dunhill Financial, LLC

1.66K

Mar 31, 26

0.00%

Main Street Group, LTD

1.65K

Mar 31, 26

+1.65K

0.00%

Coston, McIsaac & Partners

1.63K

Mar 31, 26

0.00%

MASECO LLP

1.61K

Mar 31, 26

0.00%

Pacific Center for Financial Services

1.58K

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

1.53K

Mar 31, 26

0.00%

PINNEY & SCOFIELD, INC.

1.51K

Mar 31, 26

0.00%

Hickory Point Bank & Trust

1.51K

Mar 31, 26

+1.51K

0.00%

Knuff & Co LLC

1.50K

Mar 31, 26

+1.50K

0.00%

NVWM, LLC

1.46K

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.46K

Mar 31, 26

+1.46K

0.00%

Manchester Capital Management LLC

1.45K

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

1.36K

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

1.36K

Mar 31, 26

+1.36K

0.00%

Trust Co

1.34K

Mar 31, 26

+615

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.30K

Mar 31, 26

0.00%

Dogwood Wealth Management LLC

1.29K

Mar 31, 26

-577

0.00%

STEPH & CO

1.28K

Mar 31, 26

+394

0.00%

Cornerstone Planning Group LLC

1.26K

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

1.20K

Mar 31, 26

+384

0.00%

Westside Investment Management, Inc.

1.16K

Mar 31, 26

-278

0.00%

FIRST FINANCIAL CORP /IN/

1.16K

Mar 31, 26

0.00%

Asset Dedication, LLC

1.12K

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

1.11K

Mar 31, 26

+127

0.00%

Parallel Advisors, LLC

1.07K

Mar 31, 26

+17

0.00%

Access Investment Management LLC

1.05K

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

1.04K

Mar 31, 26

+37

0.00%

Longview Financial Advisors LLC

1.02K

Mar 31, 26

0.00%

Investment Research & Advisory Group, Inc.

1.02K

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

1.00K

Mar 31, 26

0.00%

SouthState Corp

1.00K

Mar 31, 26

+1.00K

0.00%

Sound Income Strategies, LLC

1.00K

Mar 31, 26

-964

0.00%

Newbridge Financial Services Group, Inc.

911

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

898

Mar 31, 26

+898

0.00%

GRAND WEALTH MANAGEMENT, LLC

841

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

840

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

806

Mar 31, 26

+806

0.00%

TFC Financial Management, Inc.

799

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

796

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

750

Mar 31, 26

+406

0.00%

Crewe Advisors LLC

739

Mar 31, 26

-537

0.00%

FWL INVESTMENT MANAGEMENT, LLC

735

Mar 31, 26

0.00%

Kilter Group LLC

721

Mar 31, 26

0.00%

North Star Investment Management Corp.

710

Mar 31, 26

0.00%

CURIO WEALTH, LLC

705

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

696

Mar 31, 26

+696

0.00%

Atlantic Union Bankshares Corp

692

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

671

Mar 31, 26

+671

0.00%

VSM Wealth Advisory, LLC

664

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

651

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

638

Mar 31, 26

0.00%

ATLAS CAPITAL ADVISORS LLC

619

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

617

Mar 31, 26

+617

0.00%

Lodestone Wealth Management LLC

614

Mar 31, 26

0.00%

Park Place Capital Corp

597

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

576

Mar 31, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

569

Mar 31, 26

0.00%

Triumph Capital Management

548

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

544

Mar 31, 26

0.00%

CVA Family Office, LLC

539

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

526

Mar 31, 26

0.00%

FIDUCIARY ADVISORS, INC.

509

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

503

Mar 31, 26

0.00%

Leo H. Evart, Inc.

445

Mar 31, 26

+445

0.00%

GLENMEDE TRUST CO NA

442

Mar 31, 26

0.00%

Hartford Financial Management Inc.

420

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

402

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

395

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

375

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

371

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

353

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

340

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

328

Mar 31, 26

0.00%

EPG Wealth Management LLC

326

Mar 31, 26

+283

0.00%

CITY HOLDING CO

305

Mar 31, 26

0.00%

Pacifica Partners Inc.

290

Mar 31, 26

0.00%

GODSEY & GIBB, INC

286

Mar 31, 26

+286

0.00%

Parkside Financial Bank & Trust

284

Mar 31, 26

0.00%

Team Financial Group, LLC

281

Mar 31, 26

0.00%

BIRCHBROOK, INC.

269

Mar 31, 26

+269

0.00%

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

250

Mar 31, 26

-212

0.00%

Abound Wealth Management

239

Mar 31, 26

+65

0.00%

Providence Capital Advisors, LLC

229

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

220

Mar 31, 26

0.00%

Avion Wealth

212

Mar 31, 26

0.00%

WPG Advisers, LLC

209

Mar 31, 26

0.00%

CENTRAL TRUST Co

203

Mar 31, 26

-324

0.00%

BESSEMER GROUP INC

200

Mar 31, 26

0.00%

DT Investment Partners, LLC

200

Mar 31, 26

0.00%

Hughes Financial Services, LLC

198

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

190

Mar 31, 26

0.00%

Barnes Dennig Private Wealth Management LLC

181

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

179

Mar 31, 26

0.00%

Byrne Asset Management LLC

172

Mar 31, 26

-5

0.00%

Addison Advisors LLC

163

Mar 31, 26

+163

0.00%

Allspring Global Investments Holdings, LLC

163

Mar 31, 26

+163

0.00%

First Pacific Financial

138

Mar 31, 26

+138

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

136

Mar 31, 26

+136

0.00%

United Community Bank

128

Mar 31, 26

-136

0.00%

Valued Wealth Advisors LLC

124

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

122

Mar 31, 26

+122

0.00%

EASTERN BANK

120

Mar 31, 26

0.00%

Anfield Capital Management, LLC

118

Mar 31, 26

0.00%

GAMMA Investing LLC

117

Mar 31, 26

0.00%

REAP Financial Group, LLC

116

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

114

Mar 31, 26

0.00%

Blume Capital Management, Inc.

112

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Versant Capital Management, Inc

Mar 31, 26

0.00%

Banque Transatlantique SA

Mar 31, 26

+74

0.00%

CNB Bank

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

+62

0.00%

Destiny Wealth Partners, LLC

Mar 31, 26

+62

0.00%

Stone House Investment Management, LLC

Mar 31, 26

0.00%

Spurstone Advisory Services, LLC

Mar 31, 26

0.00%

HORIZON BANCORP INC /IN/

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

+27

0.00%

Breakwater Investment Management

Mar 31, 26

0.00%

IFG Advisory, LLC

Mar 31, 26

-313.76K

0.00%

SITTNER & NELSON, LLC

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

0.00%

True Wealth Design, LLC

Mar 31, 26

0.00%

Founders Capital Management

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Pinnacle Family Advisors, LLC

Mar 31, 26

-19.39K

WealthPLAN Partners, LLC

Mar 31, 26

-17.04K

ALBION FINANCIAL GROUP /UT

Mar 31, 26

-384

Eaton Financial Holdings Company, LLC

Mar 31, 26

-112.48K

Fortitude Family Office, LLC

Mar 31, 26

-238

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-179.95K

Plancorp, LLC

Mar 31, 26

-3.79K

Sowell Financial Services LLC

Mar 31, 26

-14.85K

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-95

TrueWealth Financial Partners

Mar 31, 26

-8.51K

OPPENHEIMER & CO INC

Mar 31, 26

-89.70K

Coppell Advisory Solutions LLC

Mar 31, 26

-21.22K

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-147.72K

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-116.34K

FULTON BREAKEFIELD BROENNIMAN LLC

Mar 31, 26

-5.33K

Csenge Advisory Group

Mar 31, 26

-8.30K

Archer Investment Management, LLC

Mar 31, 26

-3.60K

Fisher Asset Management, LLC

Mar 31, 26

-4.55K

Alteri Wealth LLC

Mar 31, 26

-12.76K

Eldridge Investment Advisors, Inc.

Mar 31, 26

-4.05K

Diversify Advisory Services, LLC

Mar 31, 26

-501.20K

Hopwood Financial Services, Inc.

Mar 31, 26

-4.02K

NORRIS PERNE & FRENCH LLP/MI

Mar 31, 26

-4.85K

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

-451

Quaker Wealth Management, LLC

Mar 31, 26

-183

McMill Wealth Management

Mar 31, 26

-7.05K

INVESTMENT PARTNERS, LTD.

Mar 31, 26

-9.00K

Buck Wealth Strategies, LLC

Mar 31, 26

-4.59K

Fortis Advisors, LLC

Mar 31, 26

-8.74K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.37K

Robertson Stephens Wealth Management, LLC

Mar 31, 26

-3.87K

Redhawk Wealth Advisors, Inc.

Mar 31, 26

-30.36K

M Holdings Securities, Inc.

Mar 31, 26

-10.46K

Greystone Financial Group, LLC

Mar 31, 26

-6.77K

Cherry Tree Wealth Management, LLC

Mar 31, 26

-259

ASSOCIATED BANC-CORP

Mar 31, 26

-5.65K

TBH Global Asset Management, LLC

Mar 31, 26

-5.83K

VICTORY FINANCIAL GROUP, LLC

Mar 31, 26

-3.81K

Canton Hathaway, LLC

Mar 31, 26

-2.16K

TCG Advisory Services, LLC

Mar 31, 26

-9.49K

Chicago Wealth Management, Inc.

Mar 31, 26

-4.95K

GK Wealth Management LLC

Mar 31, 26

-4.78K

NICOLET ADVISORY SERVICES, LLC

1.21M

Dec 31, 25

-1.96M

0.21%

Global Retirement Partners, LLC

402.65K

Dec 31, 25

+4.39K

0.07%

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%

Sequent Asset Management, LLC

15.87K

Dec 31, 25

+450

0.00%

MGB Wealth Management, LLC

15.43K

Dec 31, 25

+3.73K

0.00%

AIFG Consultants Ltd.

14.41K

Dec 31, 25

-184

0.00%

SageView Advisory Group, LLC

13.95K

Dec 31, 25

-81

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%

Heritage Wealth Advisors

2.49K

Dec 31, 25

0.00%

TRUST CO OF VERMONT

2.04K

Dec 31, 25

+130

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%

Financial Advocates Investment Management

Sep 30, 25

-172.59K

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-157

L.M. KOHN & COMPANY

Sep 30, 25

-7.37K

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%

Financial Gravity Companies, Inc.

170.98K

Jun 30, 25

+170.98K

0.03%

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%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-384

Fernwood Investment Management, LLC

Dec 31, 24

-18.85K

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

0.06%

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 Bank

Jun 30, 23

+34

0.00%

First Command Financial Services, Inc.

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

0.94%

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%