iShares ESG Optimized MSCI USA ETF(SUSA)

$158.13—Stale · unknown old

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iShares ESG Optimized MSCI USA ETF(SUSA)

NYSE • Last print unknown ago

$158.13—Stale · unknown old

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SUSA(SUSA)

SUSA

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.44M

Jun 30, 26

-20.58K

5.52%

MORGAN STANLEY

1.18M

Jun 30, 26

+180.78K

4.53%

PNC FINANCIAL SERVICES GROUP, INC.

1.06M

Jun 30, 26

-7.14K

4.06%

ROYAL BANK OF CANADA

669.17K

Jun 30, 26

-18.80K

2.57%

SPINNAKER TRUST

565.70K

Jun 30, 26

-6.85K

2.17%

M&T BANK CORP

563.05K

Jun 30, 26

+182.03K

2.16%

IMA Wealth, Inc.

524.33K

Jun 30, 26

+1.83K

2.01%

MERCER GLOBAL ADVISORS INC /ADV

505.70K

Jun 30, 26

+107.92K

1.94%

BlackRock, Inc.

482.29K

Jun 30, 26

-5.14K

1.85%

AMERIPRISE FINANCIAL INC

479.72K

Jun 30, 26

-8.95K

1.84%

Acorns Advisers, LLC

451.37K

Jun 30, 26

+209

1.73%

MISSION WEALTH MANAGEMENT, LP

434.84K

Jun 30, 26

+22.57K

1.67%

WELLS FARGO & COMPANY/MN

390.88K

Jun 30, 26

-1.20K

1.50%

JPMORGAN CHASE & CO

381.26K

Jun 30, 26

-12.94K

1.46%

UBS Group AG

336.35K

Jun 30, 26

-14.03K

1.29%

Shira Ridge Wealth Management

288.10K

Jun 30, 26

-2.88K

1.10%

LPL Financial LLC

280.85K

Jun 30, 26

-26.41K

1.08%

Betterment LLC

270.92K

Jun 30, 26

-8.79K

1.04%

ENVESTNET ASSET MANAGEMENT INC

230.32K

Jun 30, 26

-13.62K

0.88%

Baird Financial Group, Inc.

192.57K

Jun 30, 26

+7.70K

0.74%

Mariner, LLC

189.67K

Jun 30, 26

+5.76K

0.73%

RAYMOND JAMES FINANCIAL INC

178.99K

Jun 30, 26

-19.46K

0.69%

TRUIST FINANCIAL CORP

131.44K

Jun 30, 26

+1.35K

0.50%

HM PAYSON & CO

128.07K

Jun 30, 26

-36.63K

0.49%

Stewardship Advisors, LLC

125.35K

Jun 30, 26

+7.55K

0.48%

Cetera Investment Advisers

95.35K

Jun 30, 26

-1.62K

0.37%

Pensionmark Financial Group, LLC

94.82K

Jun 30, 26

0.36%

Farrow Financial Inc.

92.79K

Jun 30, 26

-4.74K

0.36%

COMMONWEALTH EQUITY SERVICES, LLC

90.67K

Jun 30, 26

-2.40K

0.35%

Quent Capital, LLC

90.47K

Jun 30, 26

-1.50K

0.35%

US BANCORP \DE\

83.07K

Jun 30, 26

+538

0.32%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

78.89K

Jun 30, 26

+2.58K

0.30%

Creative Planning

76.05K

Jun 30, 26

+1.42K

0.29%

HighTower Advisors, LLC

72.89K

Jun 30, 26

-13.57K

0.28%

Fund Evaluation Group, LLC

70.92K

Jun 30, 26

+976

0.27%

NORTHERN TRUST CORP

63.41K

Jun 30, 26

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

60.54K

Jun 30, 26

-2.59K

0.23%

eCIO, Inc.

60.03K

Jun 30, 26

-6.00K

0.23%

BANK OF MONTREAL /CAN/

55.91K

Jun 30, 26

+1.65K

0.21%

Beacon Pointe Advisors, LLC

54.40K

Jun 30, 26

+24.04K

0.21%

NewEdge Advisors, LLC

53.34K

Jun 30, 26

-2.22K

0.20%

ADVISOR GROUP HOLDINGS, INC.

52.63K

Jun 30, 26

+6.46K

0.20%

Accredited Investors Inc.

52.27K

Jun 30, 26

-693

0.20%

KEYBANK NATIONAL ASSOCIATION/OH

51.56K

Jun 30, 26

-1.84K

0.20%

Advisory Services Network, LLC

51.39K

Jun 30, 26

+874

0.20%

Janney Montgomery Scott LLC

49.25K

Jun 30, 26

+733

0.19%

REGIONS FINANCIAL CORP

48.16K

Jun 30, 26

-9.13K

0.18%

Corundum Group, Inc.

47.94K

Jun 30, 26

-2.21K

0.18%

Destination Wealth Management

47.52K

Jun 30, 26

+2.52K

0.18%

Cambridge Investment Research Advisors, Inc.

46.08K

Jun 30, 26

+262

0.18%

CAPTRUST FINANCIAL ADVISORS

44.77K

Jun 30, 26

+359

0.17%

JONES FINANCIAL COMPANIES LLLP

43.70K

Jun 30, 26

+5.78K

0.17%

MML INVESTORS SERVICES, LLC

43.61K

Jun 30, 26

+7.18K

0.17%

Glenview Trust Co

42.50K

Jun 30, 26

0.16%

ASPIRIANT, LLC

40.51K

Jun 30, 26

-1.50K

0.16%

HILLTOP WEALTH ADVISORS, LLC

39.99K

Jun 30, 26

-1.70K

0.15%

D.A. DAVIDSON & CO.

39.89K

Jun 30, 26

-44

0.15%

Pathstone Holdings, LLC

39.58K

Jun 30, 26

+7.83K

0.15%

Bear Mountain Capital, Inc.

39.19K

Jun 30, 26

+735

0.15%

Brookstone Capital Management

39.12K

Jun 30, 26

+2.56K

0.15%

Rockefeller Capital Management L.P.

38.87K

Jun 30, 26

-167

0.15%

ROOF EIDAM & MAYCOCK/ADV

37.42K

Jun 30, 26

-727

0.14%

LAIRD NORTON TRUST COMPANY, LLC

36.57K

Jun 30, 26

+7.24K

0.14%

SRS Capital Advisors, Inc.

35.08K

Jun 30, 26

+35.08K

0.13%

Cerity Partners LLC

34.75K

Jun 30, 26

-326

0.13%

Financial Network Wealth Management LLC

34.65K

Jun 30, 26

-36

0.13%

Garde Capital, Inc.

34.52K

Jun 30, 26

-140

0.13%

Kestra Advisory Services, LLC

34.19K

Jun 30, 26

+6.75K

0.13%

MGO ONE SEVEN LLC

33.98K

Jun 30, 26

-396

0.13%

BigSur Wealth Management LLC

32.00K

Jun 30, 26

0.12%

TOMPKINS FINANCIAL CORP

30.52K

Jun 30, 26

-1.10K

0.12%

GRIMES & COMPANY, INC.

30.16K

Jun 30, 26

+928

0.12%

Modern Wealth Management, LLC

29.20K

Jun 30, 26

-94

0.11%

STIFEL FINANCIAL CORP

28.78K

Jun 30, 26

-1.07K

0.11%

Pure Financial Advisors, LLC

28.65K

Jun 30, 26

+402

0.11%

Robertson Stephens Wealth Management, LLC

27.95K

Jun 30, 26

-212

0.11%

NorthRock Partners, LLC

26.91K

Jun 30, 26

-337

0.10%

SageView Advisory Group, LLC

25.22K

Jun 30, 26

-4.06K

0.10%

Consolidated Planning Corp

24.79K

Jun 30, 26

+314

0.10%

Resources Investment Advisors, LLC.

24.53K

Jun 30, 26

+228

0.09%

Colony Group, LLC

24.35K

Jun 30, 26

+3.72K

0.09%

Relyea Zuckerberg Hanson LLC

23.72K

Jun 30, 26

-136

0.09%

VERITY Wealth Advisors

23.26K

Jun 30, 26

-291

0.09%

BAILARD, INC.

23.00K

Jun 30, 26

-946

0.09%

3EDGE Asset Management, LP

22.61K

Jun 30, 26

+8.69K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

22.50K

Jun 30, 26

+1.08K

0.09%

Simmons Bank

22.31K

Jun 30, 26

0.09%

Ledyard National Bank

22.10K

Jun 30, 26

-1.57K

0.08%

Steward Partners Investment Advisory, LLC

21.75K

Jun 30, 26

-519

0.08%

BLAIR WILLIAM & CO/IL

21.33K

Jun 30, 26

+3.79K

0.08%

Private Advisor Group, LLC

20.87K

Jun 30, 26

+1.70K

0.08%

CITADEL ADVISORS LLC

20.85K

Jun 30, 26

+20.85K

0.08%

CGN Advisors LLC

20.79K

Jun 30, 26

-335

0.08%

WHITTIER TRUST CO OF NEVADA INC

20.39K

Jun 30, 26

+788

0.08%

Shepherd Financial Partners LLC

20.34K

Jun 30, 26

+12

0.08%

SAX WEALTH ADVISORS, LLC

20.25K

Jun 30, 26

+56

0.08%

Allworth Financial LP

20.13K

Jun 30, 26

+403

0.08%

Fingerlakes Wealth Management, Inc.

20.13K

Jun 30, 26

+1.34K

0.08%

HB Wealth Management, LLC

20.08K

Jun 30, 26

-145

0.08%

Cresset Asset Management, LLC

19.88K

Jun 30, 26

0.08%

Crestwood Advisors Group LLC

19.83K

Jun 30, 26

-80

0.08%

Financial Services Advisory Inc

19.33K

Jun 30, 26

+12.48K

0.07%

COMMERCE BANK

18.30K

Jun 30, 26

0.07%

FMR LLC

18.20K

Jun 30, 26

+2.10K

0.07%

Miracle Mile Advisors, LLC

18.09K

Jun 30, 26

-2.15K

0.07%

Aprio Wealth Management, LLC

17.99K

Jun 30, 26

-160

0.07%

Integrated Wealth Concepts LLC

16.36K

Jun 30, 26

+1.96K

0.06%

One Wealth Advisors, LLC

16.35K

Jun 30, 26

-51

0.06%

Wescott Financial Advisory Group, LLC

15.90K

Jun 30, 26

+11

0.06%

GoalVest Advisory LLC

15.44K

Jun 30, 26

-656

0.06%

Chicago Partners Investment Group LLC

15.01K

Jun 30, 26

-105

0.06%

Cornerstone Wealth Management, LLC

14.79K

Jun 30, 26

-126

0.06%

Asset Dedication, LLC

14.40K

Jun 30, 26

-4.04K

0.06%

BASSO CAPITAL MANAGEMENT, L.P.

14.23K

Jun 30, 26

+14.23K

0.05%

EVERGREEN CAPITAL MANAGEMENT LLC

13.93K

Jun 30, 26

0.05%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

13.83K

Jun 30, 26

-534

0.05%

Vanguard Personalized Indexing Management, LLC

13.74K

Jun 30, 26

-657

0.05%

Evercore Wealth Management, LLC

13.36K

Jun 30, 26

0.05%

Winthrop Advisory Group LLC

13.16K

Jun 30, 26

+1.57K

0.05%

Milestone Investment Advisors LLC

13.09K

Jun 30, 26

-58

0.05%

Ryan Investment Management, Inc.

12.96K

Jun 30, 26

+8.00K

0.05%

Ellevest, Inc.

12.81K

Jun 30, 26

-196

0.05%

First Pacific Financial

12.26K

Jun 30, 26

-204

0.05%

Clearstead Advisors, LLC

12.18K

Jun 30, 26

-250

0.05%

New Covenant Trust Company, N.A.

12.14K

Jun 30, 26

-940

0.05%

Resonant Capital Advisors, LLC

12.05K

Jun 30, 26

+24

0.05%

GOULD ASSET MANAGEMENT LLC /CA/

11.90K

Jun 30, 26

-1.50K

0.05%

Trust Co

11.86K

Jun 30, 26

-1.88K

0.05%

Aptus Capital Advisors, LLC

11.81K

Jun 30, 26

0.05%

Federation des caisses Desjardins du Quebec

11.65K

Jun 30, 26

+2.21K

0.04%

Avantax Planning Partners, Inc.

11.65K

Jun 30, 26

0.04%

CI Private Wealth, LLC

11.44K

Jun 30, 26

-2.71K

0.04%

Baker Avenue Asset Management, LP

11.40K

Jun 30, 26

-828

0.04%

BLUESTEM FINANCIAL ADVISORS, LLC

10.86K

Jun 30, 26

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.84K

Jun 30, 26

0.04%

Members Trust Co

10.77K

Jun 30, 26

+1.12K

0.04%

Bond & Devick Financial Network, Inc.

10.65K

Jun 30, 26

+129

0.04%

MAI Capital Management

10.59K

Jun 30, 26

+5.65K

0.04%

Hershey Financial Advisers, LLC

10.57K

Jun 30, 26

+10.57K

0.04%

EP Wealth Advisors, LLC

10.22K

Jun 30, 26

+5.09K

0.04%

WHI TRUST Co LLC

10.00K

Jun 30, 26

0.04%

Bigelow Investment Advisors, LLC

10.00K

Jun 30, 26

-243

0.04%

SOA Wealth Advisors, LLC.

9.94K

Jun 30, 26

0.04%

NEPC LLC

9.90K

Jun 30, 26

0.04%

CHOREO, LLC

9.84K

Jun 30, 26

-127

0.04%

EVOLVE PRIVATE WEALTH, LLC

9.76K

Jun 30, 26

-160

0.04%

J.W. COLE ADVISORS, INC.

9.74K

Jun 30, 26

+9.74K

0.04%

Pilgrim Partners Asia Pte Ltd

9.62K

Jun 30, 26

0.04%

SK Wealth Management, LLC

9.55K

Jun 30, 26

+886

0.04%

Portland Global Advisors LLC

9.51K

Jun 30, 26

-50

0.04%

MARINO, STRAM & ASSOCIATES LLC

9.49K

Jun 30, 26

+17

0.04%

Colorado Capital Management, Inc.

9.39K

Jun 30, 26

-2.10K

0.04%

Berman McAleer LLC

9.25K

Jun 30, 26

-85

0.04%

FIFTH THIRD BANCORP

9.13K

Jun 30, 26

+152

0.04%

WESBANCO BANK INC

8.62K

Jun 30, 26

-149

0.03%

RED CRANE WEALTH MANAGEMENT, LLC

8.58K

Jun 30, 26

+11

0.03%

Sequoia Financial Advisors, LLC

8.56K

Jun 30, 26

-4.08K

0.03%

TFC Financial Management, Inc.

8.52K

Jun 30, 26

-167

0.03%

Destiny Capital Corp/CO

8.31K

Jun 30, 26

-1

0.03%

Abacus Planning Group, Inc.

8.26K

Jun 30, 26

+21

0.03%

PRENTISS SMITH & CO INC

8.22K

Jun 30, 26

-58

0.03%

Haverford Trust Co

8.18K

Jun 30, 26

0.03%

Round Rock Advisors, LLC

8.14K

Jun 30, 26

-175

0.03%

Quantinno Capital Management LP

8.12K

Jun 30, 26

+8.12K

0.03%

Wealthspire Advisors, LLC

8.05K

Jun 30, 26

0.03%

Mutual Advisors, LLC

8.01K

Jun 30, 26

+19

0.03%

Financial Planning Fort Collins, LLC

7.85K

Jun 30, 26

-147

0.03%

Evergreen Wealth Partners LLC

7.81K

Jun 30, 26

-70

0.03%

Legacy Edge Advisors, LLC

7.79K

Jun 30, 26

-212

0.03%

Coastline Trust Co

7.71K

Jun 30, 26

-170

0.03%

Moment Partners, LLC

7.62K

Jun 30, 26

-143

0.03%

Finley Financial, LLC

7.61K

Jun 30, 26

0.03%

TRAPHAGEN INVESTMENT ADVISORS LLC

7.56K

Jun 30, 26

0.03%

Freestone Capital Holdings, LLC

7.46K

Jun 30, 26

0.03%

SNS Financial Group, LLC

7.46K

Jun 30, 26

+3.55K

0.03%

Midwest Trust Co

7.40K

Jun 30, 26

-549

0.03%

Apella Capital, LLC

7.27K

Jun 30, 26

-93

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

7.16K

Jun 30, 26

-152

0.03%

CARRET ASSET MANAGEMENT, LLC

7.08K

Jun 30, 26

+13

0.03%

Waverly Advisors, LLC

7.03K

Jun 30, 26

+152

0.03%

Curbstone Financial Management Corp

6.97K

Jun 30, 26

-180

0.03%

McClarren Financial Advisors, Inc.

6.93K

Jun 30, 26

0.03%

XTX Topco Ltd

6.78K

Jun 30, 26

+6.78K

0.03%

HUNTINGTON NATIONAL BANK

6.75K

Jun 30, 26

-770

0.03%

Ameritas Investment Partners, Inc.

6.45K

Jun 30, 26

-87

0.02%

Westside Investment Management, Inc.

6.37K

Jun 30, 26

-178

0.02%

MMBG INVESTMENT ADVISORS CO.

6.37K

Jun 30, 26

0.02%

Equitable Holdings, Inc.

6.35K

Jun 30, 26

+36

0.02%

Connecticut Wealth Management, LLC

6.21K

Jun 30, 26

+1.95K

0.02%

Nautilus Advisors LLC

6.20K

Jun 30, 26

0.02%

HENGEHOLD CAPITAL MANAGEMENT LLC

6.10K

Jun 30, 26

+292

0.02%

FLPUTNAM INVESTMENT MANAGEMENT CO

6.04K

Jun 30, 26

-1.32K

0.02%

NATURAL INVESTMENTS, LLC

6.01K

Jun 30, 26

+820

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

6.00K

Jun 30, 26

0.02%

Capital Investment Counsel, LLC

6.00K

Jun 30, 26

0.02%

Snowden Capital Advisors LLC

5.96K

Jun 30, 26

-58

0.02%

Hills Bank & Trust Co

5.94K

Jun 30, 26

0.02%

JNBA Financial Advisors

5.93K

Jun 30, 26

-189

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

5.91K

Jun 30, 26

0.02%

Well Done, LLC

5.91K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

5.90K

Jun 30, 26

+5.90K

0.02%

MORRIS FINANCIAL CONCEPTS, INC.

5.85K

Jun 30, 26

+177

0.02%

Rollins Financial Advisors, LLC

5.80K

Jun 30, 26

-79

0.02%

Bank of New Hampshire

5.79K

Jun 30, 26

0.02%

Rehmann Capital Advisory Group

5.73K

Jun 30, 26

-207

0.02%

Farther Finance Advisors, LLC

5.52K

Jun 30, 26

-929

0.02%

AQR CAPITAL MANAGEMENT LLC

5.47K

Jun 30, 26

+3.67K

0.02%

FIDUCIARY FINANCIAL ADVISORS

5.47K

Jun 30, 26

+180

0.02%

McAdam, LLC

5.45K

Jun 30, 26

+229

0.02%

RED REEF ADVISORS LLC

5.45K

Jun 30, 26

+10

0.02%

Sigma Planning Corp

5.43K

Jun 30, 26

+2.61K

0.02%

Mechanics Bank Trust Department

5.40K

Jun 30, 26

0.02%

Walkner Condon Financial Advisors LLC

5.30K

Jun 30, 26

0.02%

HARBOUR INVESTMENTS, INC.

5.26K

Jun 30, 26

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

5.24K

Jun 30, 26

0.02%

GLENMEDE TRUST CO NA

5.21K

Jun 30, 26

-32

0.02%

Modera Wealth Management, LLC

5.20K

Jun 30, 26

0.02%

Brio Consultants, LLC

5.12K

Jun 30, 26

+16

0.02%

Savvy Advisors, Inc.

5.11K

Jun 30, 26

0.02%

Riverbend Wealth Management, LLC

5.00K

Jun 30, 26

0.02%

MATHER GROUP, LLC.

4.99K

Jun 30, 26

-5

0.02%

Peak Financial Management, Inc.

4.96K

Jun 30, 26

+300

0.02%

LRI Investments, LLC

4.94K

Jun 30, 26

0.02%

Merit Financial Group, LLC

4.91K

Jun 30, 26

-132

0.02%

SCS Capital Management LLC

4.89K

Jun 30, 26

-98

0.02%

Marks Group Wealth Management, Inc

4.88K

Jun 30, 26

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

4.82K

Jun 30, 26

-602

0.02%

ProVise Management Group, LLC

4.78K

Jun 30, 26

0.02%

BRIGHTON JONES LLC

4.78K

Jun 30, 26

-129

0.02%

Pinnacle Financial Partners, Inc.

4.76K

Jun 30, 26

0.02%

Vontobel Holding Ltd.

4.75K

Jun 30, 26

-69

0.02%

TriaGen Wealth Management LLC

4.74K

Jun 30, 26

-127

0.02%

Facet Wealth, Inc.

4.72K

Jun 30, 26

-49

0.02%

Kesler, Norman & Wride, LLC

4.66K

Jun 30, 26

0.02%

CWS Financial Advisors, LLC

4.60K

Jun 30, 26

+188

0.02%

Kraft, Davis & Associates, LLC

4.59K

Jun 30, 26

0.02%

Talisman Wealth Advisors LLC

4.59K

Jun 30, 26

+4.59K

0.02%

West Financial Advisors, LLC

4.56K

Jun 30, 26

-37

0.02%

WealthBridge Capital Management, LLC

4.55K

Jun 30, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

4.54K

Jun 30, 26

-797

0.02%

GREENUP STREET WEALTH MANAGEMENT LLC

4.52K

Jun 30, 26

-3.56K

0.02%

COMMON FUND FOR NONPROFIT ORGANIZATIONS

4.49K

Jun 30, 26

-141

0.02%

AGF MANAGEMENT LTD

4.40K

Jun 30, 26

-600

0.02%

ASL Financial, LLC

4.40K

Jun 30, 26

0.02%

SAGE FINANCIAL GROUP INC

4.39K

Jun 30, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

4.39K

Jun 30, 26

0.02%

JOHNSON INVESTMENT COUNSEL INC

4.37K

Jun 30, 26

+85

0.02%

Bank Julius Baer & Co. Ltd, Zurich

4.29K

Jun 30, 26

+114

0.02%

Opulen Financial Group LLC

4.26K

Jun 30, 26

0.02%

TRUST CO OF VERMONT

4.25K

Jun 30, 26

+4.25K

0.02%

Sharper & Granite LLC

4.25K

Jun 30, 26

+37

0.02%

Global Assets Advisory, LLC

4.24K

Jun 30, 26

+4.24K

0.02%

Western Wealth Management, LLC

4.17K

Jun 30, 26

-32

0.02%

Envestnet Portfolio Solutions, Inc.

4.17K

Jun 30, 26

+969

0.02%

Mill Capital Management, LLC

4.15K

Jun 30, 26

0.02%

Tradewinds, LLC.

4.11K

Jun 30, 26

+4.11K

0.02%

RITHOLTZ WEALTH MANAGEMENT

4.10K

Jun 30, 26

0.02%

NAPLES GLOBAL ADVISORS, LLC

4.08K

Jun 30, 26

+4.08K

0.02%

TruNorth Capital Management, LLC

4.07K

Jun 30, 26

+4.07K

0.02%

FRANKLIN RESOURCES INC

4.06K

Jun 30, 26

-110

0.02%

Peregrine Asset Advisers, Inc.

4.04K

Jun 30, 26

+217

0.02%

CIBC Asset Management Inc

4.01K

Jun 30, 26

0.02%

Progressive Investment Management Corp

4.00K

Jun 30, 26

0.02%

Bradley & Co. Private Wealth Management, LLC

3.98K

Jun 30, 26

0.02%

Meridian Financial, LLC

3.98K

Jun 30, 26

-325

0.02%

Harbor Group, Inc.

3.94K

Jun 30, 26

-113

0.02%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

3.91K

Jun 30, 26

0.01%

Vise Technologies, Inc.

3.89K

Jun 30, 26

+3.89K

0.01%

North Star Investment Management Corp.

3.86K

Jun 30, 26

0.01%

Heartwood Wealth Advisors LLC

3.83K

Jun 30, 26

0.01%

Portfolio Resources Advisor Group, Inc.

3.79K

Jun 30, 26

+20

0.01%

Sanctuary Advisors, LLC

3.79K

Jun 30, 26

+824

0.01%

Bell Bank

3.77K

Jun 30, 26

-36

0.01%

WARNER FINANCIAL, INC

3.71K

Jun 30, 26

0.01%

Weaver Consulting Group

3.68K

Jun 30, 26

0.01%

NWAM LLC

3.66K

Jun 30, 26

+3.66K

0.01%

Asempa Wealth Advisors

3.66K

Jun 30, 26

0.01%

First Command Advisory Services, Inc.

3.61K

Jun 30, 26

-689

0.01%

ASSOCIATED BANC-CORP

3.59K

Jun 30, 26

-6

0.01%

Continuum Advisory, LLC

3.59K

Jun 30, 26

+312

0.01%

Diversified Enterprises, LLC

3.58K

Jun 30, 26

0.01%

Integrated Investment Consultants, LLC

3.55K

Jun 30, 26

0.01%

Sound View Wealth Advisors Group, LLC

3.53K

Jun 30, 26

0.01%

Odyssey Group, LLC

3.51K

Jun 30, 26

+3.51K

0.01%

FIRST FOUNDATION ADVISORS

3.50K

Jun 30, 26

-270

0.01%

FIDUCIARY TRUST CO

3.45K

Jun 30, 26

-1.60K

0.01%

COREPATH WEALTH PARTNERS LLC

3.44K

Jun 30, 26

-20

0.01%

Brinker Capital Investments, LLC

3.43K

Jun 30, 26

+1.51K

0.01%

Highview Capital Management LLC/DE/

3.41K

Jun 30, 26

0.01%

Mallini Complete Financial Planning LLC

3.41K

Jun 30, 26

0.01%

KMG FIDUCIARY PARTNERS, LLC

3.39K

Jun 30, 26

+35

0.01%

Ashton Thomas Private Wealth, LLC

3.38K

Jun 30, 26

-40

0.01%

Stratos Wealth Partners, LTD.

3.37K

Jun 30, 26

-59

0.01%

BRADLEY FOSTER & SARGENT INC/CT

3.33K

Jun 30, 26

-25

0.01%

HARBOR INVESTMENT ADVISORY, LLC

3.27K

Jun 30, 26

-5

0.01%

Ameritas Advisory Services, LLC

3.25K

Jun 30, 26

-709

0.01%

Sound Stewardship, LLC

3.23K

Jun 30, 26

0.01%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

3.21K

Jun 30, 26

-345

0.01%

CITIZENS FINANCIAL GROUP INC/RI

3.18K

Jun 30, 26

-21

0.01%

McGinn Penninger Investment Management, Inc.

3.17K

Jun 30, 26

-445

0.01%

TRILLIUM ASSET MANAGEMENT, LLC

3.15K

Jun 30, 26

0.01%

Tradition Wealth Management, LLC

3.13K

Jun 30, 26

-14

0.01%

Pine Haven Investment Counsel, Inc

3.08K

Jun 30, 26

0.01%

JANE STREET GROUP, LLC

3.07K

Jun 30, 26

+3.07K

0.01%

Sand Hill Global Advisors, LLC

3.04K

Jun 30, 26

0.01%

Arkos Global Advisors

3.03K

Jun 30, 26

-19

0.01%

PFG Investments, LLC

3.02K

Jun 30, 26

0.01%

Arrowroot Family Office, LLC

3.01K

Jun 30, 26

0.01%

OXFORD FINANCIAL GROUP LTD

3.00K

Jun 30, 26

0.01%

PINNACLE ASSOCIATES LTD

2.99K

Jun 30, 26

-11

0.01%

TrustBank

2.98K

Jun 30, 26

-227

0.01%

Fusion Family Wealth LLC

2.88K

Jun 30, 26

0.01%

Investment Research Partners LLC

2.87K

Jun 30, 26

-7

0.01%

BESSEMER GROUP INC

2.87K

Jun 30, 26

0.01%

Savant Capital, LLC

2.84K

Jun 30, 26

0.01%

Avail Investment Partners, LLC

2.83K

Jun 30, 26

0.01%

Lido Advisors, LLC

2.82K

Jun 30, 26

-5.92K

0.01%

Financial Planning Hawaii, Inc.

2.80K

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.76K

Jun 30, 26

0.01%

Penobscot Investment Management Company, Inc.

2.76K

Jun 30, 26

0.01%

CONSILIO WEALTH ADVISORS, LLC

2.74K

Jun 30, 26

0.01%

BridgePort Financial Solutions, LLC

2.74K

Jun 30, 26

-244

0.01%

Wealth Architects, LLC

2.73K

Jun 30, 26

0.01%

Klingman & Associates, LLC

2.72K

Jun 30, 26

0.01%

Aufman Associates Inc

2.69K

Jun 30, 26

0.01%

Pinnacle Wealth Management Advisory Group, LLC

2.69K

Jun 30, 26

+301

0.01%

SWP FINANCIAL LLC

2.67K

Jun 30, 26

0.01%

OLIO Financial Planning

2.66K

Jun 30, 26

+115

0.01%

Kelman-Lazarov, Inc.

2.63K

Jun 30, 26

0.01%

XCELSIOR ADVISOR PARTNERS LLC

2.61K

Jun 30, 26

0.01%

Ulland Investment Advisors, LLC

2.60K

Jun 30, 26

-1.25K

0.01%

Concurrent Investment Advisors, LLC

2.59K

Jun 30, 26

-8

0.01%

High Probability Advisors, LLC

2.58K

Jun 30, 26

0.01%

HCR Wealth Advisors

2.55K

Jun 30, 26

0.01%

GUERRA PAN ADVISORS, LLC

2.52K

Jun 30, 26

0.01%

Dakota Wealth Management

2.52K

Jun 30, 26

0.01%

LGL PARTNERS, LLC

2.52K

Jun 30, 26

0.01%

VILLERE ST DENIS J & CO LLC

2.50K

Jun 30, 26

0.01%

Catherine Avery Investment Management LLC

2.49K

Jun 30, 26

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

2.49K

Jun 30, 26

0.01%

Allodium Investment Consultants, LLC

2.49K

Jun 30, 26

0.01%

Empower Advisory Group, LLC

2.48K

Jun 30, 26

0.01%

Pacific Center for Financial Services

2.45K

Jun 30, 26

0.01%

Dorsey & Whitney Trust CO LLC

2.45K

Jun 30, 26

0.01%

ALLSTREET CAPITAL ADVISORS LLC

2.44K

Jun 30, 26

0.01%

ZEVIN ASSET MANAGEMENT LLC

2.42K

Jun 30, 26

-509

0.01%

Acropolis Investment Management, LLC

2.41K

Jun 30, 26

-133

0.01%

Arkadios Wealth Advisors

2.38K

Jun 30, 26

-218

0.01%

Flagship Private Wealth, LLC

2.35K

Jun 30, 26

0.01%

BAR HARBOR WEALTH MANAGEMENT

2.34K

Jun 30, 26

0.01%

Grove Bank & Trust

2.33K

Jun 30, 26

0.01%

Diversified Trust Co

2.32K

Jun 30, 26

0.01%

PITTENGER & ANDERSON INC

2.31K

Jun 30, 26

0.01%

Global View Capital Management LLC

2.30K

Jun 30, 26

-921

0.01%

SIGNATUREFD, LLC

2.28K

Jun 30, 26

0.01%

Forza Wealth Management, LLC

2.27K

Jun 30, 26

+75

0.01%

Kennebec Savings Bank

2.26K

Jun 30, 26

-47

0.01%

Balanced Rock Investment Advisor

2.25K

Jun 30, 26

-45

0.01%

Richmond Investment Services, LLC

2.25K

Jun 30, 26

-2.27K

0.01%

Princeton Global Asset Management LLC

2.24K

Jun 30, 26

0.01%

Nuveen, LLC

2.22K

Jun 30, 26

+2.22K

0.01%

Diversify Advisory Services, LLC

2.20K

Jun 30, 26

+2.20K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.20K

Jun 30, 26

+2.20K

0.01%

AFFINITY WEALTH MANAGEMENT LLC

2.17K

Jun 30, 26

+2.17K

0.01%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

2.17K

Jun 30, 26

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

2.15K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

2.13K

Jun 30, 26

-65

0.01%

MONEY CONCEPTS CAPITAL CORP

2.11K

Jun 30, 26

+2.11K

0.01%

Frederick Financial Consultants, LLC

2.07K

Jun 30, 26

0.01%

LVZ, Inc.

2.07K

Jun 30, 26

0.01%

Cornerstone Advisory, LLC

2.05K

Jun 30, 26

0.01%

Magnus Financial Group LLC

2.03K

Jun 30, 26

0.01%

Dynamic Advisor Solutions LLC

2.02K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

2.02K

Jun 30, 26

-23

0.01%

ETF Portfolio Partners, Inc.

2.01K

Jun 30, 26

0.01%

Traveka Wealth, LLC

2.00K

Jun 30, 26

0.01%

WJ Wealth Management, LLC

2.00K

Jun 30, 26

0.01%

Capital Advisors Wealth Management, LLC

2.00K

Jun 30, 26

0.01%

LBMC INVESTMENT ADVISORS, LLC

1.99K

Jun 30, 26

+1.99K

0.01%

Geneos Wealth Management Inc.

1.99K

Jun 30, 26

0.01%

BIRCHBROOK, INC.

1.99K

Jun 30, 26

-289

0.01%

Mason & Associates Inc

1.98K

Jun 30, 26

-38

0.01%

Wood Tarver Financial Group, LLC

1.98K

Jun 30, 26

+67

0.01%

WEALTHGARDEN F.S. LLC

1.98K

Jun 30, 26

-216

0.01%

Hoxton Planning & Management, LLC

1.98K

Jun 30, 26

0.01%

Private Wealth Management Group, LLC

1.97K

Jun 30, 26

-50

0.01%

IAG Wealth Partners, LLC

1.96K

Jun 30, 26

0.01%

January Capital Advisors LLC

1.96K

Jun 30, 26

0.01%

Goldstein Advisors, LLC

1.96K

Jun 30, 26

-4

0.01%

Axis Wealth Partners, LLC

1.96K

Jun 30, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

1.94K

Jun 30, 26

+73

0.01%

VestGen Advisors, LLC

1.94K

Jun 30, 26

0.01%

JFS WEALTH ADVISORS, LLC

1.92K

Jun 30, 26

0.01%

May Hill Capital, LLC

1.91K

Jun 30, 26

0.01%

ALLIANCEBERNSTEIN L.P.

1.90K

Jun 30, 26

0.01%

Gerber Kawasaki Wealth & Investment Management

1.89K

Jun 30, 26

-8.16K

0.01%

Creekside Partners

1.87K

Jun 30, 26

0.01%

Pathway Financial Advisors LLC

1.87K

Jun 30, 26

+104

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

1.86K

Jun 30, 26

-1.28K

0.01%

Values Added Financial LLC

1.86K

Jun 30, 26

+1.86K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.86K

Jun 30, 26

0.01%

Financial Insights, Inc.

1.84K

Jun 30, 26

0.01%

Family Management Corp

1.80K

Jun 30, 26

0.01%

Stanich Group LLC

1.79K

Jun 30, 26

+99

0.01%

DAVENPORT & Co LLC

1.77K

Jun 30, 26

0.01%

Pointe Capital Management LLC

1.75K

Jun 30, 26

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

1.74K

Jun 30, 26

0.01%

Advisor OS, LLC

1.74K

Jun 30, 26

0.01%

Eagle Strategies LLC

1.74K

Jun 30, 26

0.01%

Harfst & Associates, Inc.

1.71K

Jun 30, 26

0.01%

FIRST MANHATTAN CO. LLC.

1.70K

Jun 30, 26

-538

0.01%

Van Hulzen Asset Management, LLC

1.70K

Jun 30, 26

0.01%

MJP ASSOCIATES INC /ADV

1.69K

Jun 30, 26

0.01%

Parkshore Wealth Management, Inc.

1.69K

Jun 30, 26

0.01%

LexAurum Advisors, LLC

1.65K

Jun 30, 26

-29

0.01%

Perennial Investment Advisors, LLC

1.64K

Jun 30, 26

-29

0.01%

RETIREMENT INCOME SOLUTIONS, INC

1.61K

Jun 30, 26

0.01%

BOSTON FAMILY OFFICE LLC

1.60K

Jun 30, 26

0.01%

MAIMON WEALTH MANAGEMENT LTD.

1.59K

Jun 30, 26

0.01%

McKinley Carter Wealth Services, Inc.

1.57K

Jun 30, 26

0.01%

Harbour Trust & Investment Management Co

1.57K

Jun 30, 26

+10

0.01%

Harbor Asset Planning, Inc.

1.56K

Jun 30, 26

0.01%

Summit Financial, LLC

1.56K

Jun 30, 26

-185

0.01%

Montis Financial, LLC

1.55K

Jun 30, 26

0.01%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

1.55K

Jun 30, 26

0.01%

Cartesian Growth Corp

1.54K

Jun 30, 26

0.01%

Sulzberger Capital Advisors, Inc.

1.50K

Jun 30, 26

+1.50K

0.01%

Bath Savings Trust Co

1.50K

Jun 30, 26

+1.50K

0.01%

Portland Financial Advisors Inc

1.50K

Jun 30, 26

+1.50K

0.01%

TriCert Investment Counsel Inc.

1.48K

Jun 30, 26

+1.48K

0.01%

SBI Securities Co., Ltd.

1.48K

Jun 30, 26

-38

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

1.46K

Jun 30, 26

+1.46K

0.01%

Vericrest Private Wealth

1.45K

Jun 30, 26

+1.45K

0.01%

Boothe Investment Group, Inc.

1.45K

Jun 30, 26

-181

0.01%

PFG Advisors

1.44K

Jun 30, 26

+1.44K

0.01%

DDFG, Inc

1.41K

Jun 30, 26

+1.41K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

1.41K

Jun 30, 26

+1.41K

0.01%

White Lighthouse Investment Management Inc.

1.38K

Jun 30, 26

+1.38K

0.01%

Prime Capital Investment Advisors, LLC

1.38K

Jun 30, 26

+1.38K

0.01%

Strategic Wealth Investment Group, LLC

1.37K

Jun 30, 26

+1.37K

0.01%

PANORAMIC INVESTMENT ADVISORS, LLC

1.37K

Jun 30, 26

+1.37K

0.01%

EVERPAR ADVISORS LLC

1.37K

Jun 30, 26

+1.37K

0.01%

LFA - Lugano Financial Advisors SA

1.34K

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

1.31K

Jun 30, 26

+13

0.01%

Spire Wealth Management

1.30K

Jun 30, 26

0.01%

Beck Bode, LLC

1.30K

Jun 30, 26

+1.30K

0.01%

Boston Trust Walden Corp

1.30K

Jun 30, 26

+1.30K

0.00%

Longview Financial Advisors LLC

1.25K

Jun 30, 26

-53

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

1.18K

Jun 30, 26

+396

0.00%

NATIONAL BANK OF CANADA /FI/

1.13K

Jun 30, 26

+100

0.00%

Golden State Wealth Management, LLC

1.10K

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.05K

Jun 30, 26

0.00%

WHITTIER TRUST CO

1.00K

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

1.00K

Jun 30, 26

0.00%

ARCADIA INVESTMENT ADVISORS LLC

981

Jun 30, 26

0.00%

Investors Research Corp

940

Jun 30, 26

+22

0.00%

GAMMA Investing LLC

884

Jun 30, 26

0.00%

HOWE & RUSLING INC

850

Jun 30, 26

0.00%

Evolution Advisers, Inc.

842

Jun 30, 26

+842

0.00%

Atlantic Union Bankshares Corp

832

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

800

Jun 30, 26

-60

0.00%

Caldwell Trust Co

800

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

780

Jun 30, 26

0.00%

Crewe Advisors LLC

744

Jun 30, 26

0.00%

Millstone Evans Group, LLC

731

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

698

Jun 30, 26

0.00%

JDM Financial Group LLC

696

Jun 30, 26

0.00%

Colonial Trust Advisors

650

Jun 30, 26

0.00%

ASSETMARK, INC

621

Jun 30, 26

-14

0.00%

NBT BANK N A /NY

600

Jun 30, 26

0.00%

Addison Advisors LLC

585

Jun 30, 26

-10.24K

0.00%

Smartleaf Asset Management LLC

574

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

564

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

557

Jun 30, 26

-91

0.00%

ADIRONDACK TRUST CO

549

Jun 30, 26

0.00%

Clean Yield Group

539

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

518

Jun 30, 26

+518

0.00%

Rossmore Private Capital

509

Jun 30, 26

0.00%

Parallel Advisors, LLC

500

Jun 30, 26

0.00%

CoreCap Advisors, LLC

478

Jun 30, 26

0.00%

AE Wealth Management LLC

468

Jun 30, 26

-24

0.00%

Bell Investment Advisors, Inc

468

Jun 30, 26

-3

0.00%

PRIVATE TRUST CO NA

457

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

431

Jun 30, 26

0.00%

Front Row Advisors LLC

423

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

390

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

387

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

382

Jun 30, 26

+35

0.00%

Basepoint Wealth LLC

379

Jun 30, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

350

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

350

Jun 30, 26

-655

0.00%

Dunhill Financial, LLC

344

Jun 30, 26

-93

0.00%

Coston, McIsaac & Partners

337

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

323

Jun 30, 26

-33

0.00%

Westend Capital Management, LLC

290

Jun 30, 26

-213

0.00%

Wealth Enhancement Trust Services, Inc.

262

Jun 30, 26

-13

0.00%

Armor Investment Advisors, LLC

258

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

250

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

246

Jun 30, 26

0.00%

Westfuller Advisors, LLC

244

Jun 30, 26

+244

0.00%

CX Institutional

233

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

220

Jun 30, 26

0.00%

Financial Life Planners

186

Jun 30, 26

0.00%

Larson Financial Group LLC

183

Jun 30, 26

0.00%

Triumph Capital Management

166

Jun 30, 26

0.00%

Heritage Wealth Advisors

165

Jun 30, 26

+165

0.00%

Financial Network Wealth Advisors LLC

163

Jun 30, 26

+82

0.00%

ZRC WEALTH MANAGEMENT, LLC

150

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

145

Jun 30, 26

0.00%

Financial Perspectives, Inc

145

Jun 30, 26

0.00%

Integrity Financial Corp /WA

142

Jun 30, 26

0.00%

Hughes Financial Services, LLC

129

Jun 30, 26

0.00%

American Capital Advisory, LLC

112

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

111

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

104

Jun 30, 26

0.00%

Bollard Group LLC

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

Brooklyn FI, LLC

Jun 30, 26

+74

0.00%

ANGELES WEALTH MANAGEMENT, LLC

Jun 30, 26

+32

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+69

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

Downshift Financial, LLC

Jun 30, 26

+60

0.00%

Kroeger Financial Partners

Jun 30, 26

+51

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Collier Financial

Jun 30, 26

-156

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-1

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

Jun 30, 26

0.00%

PayPay Securities Corp

Jun 30, 26

-4

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+10

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Jun 30, 26

-190

J. Mark Nickell & Co.

Jun 30, 26

-3.36K

Align Financial, LLC

Jun 30, 26

-314

WealthShield Partners, LLC

Jun 30, 26

-5.59K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-5.92K

Root Financial Partners, LLC

Jun 30, 26

-331

Clarity Asset Management, Inc.

Jun 30, 26

-38

Founders Financial Alliance, LLC

Jun 30, 26

-120

EVOKE WEALTH, LLC

Jun 30, 26

-1.69K

M Holdings Securities, Inc.

Jun 30, 26

-12.22K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-74

Empowered Funds, LLC

Jun 30, 26

-1.68K

Russell Investments Group, Ltd.

Jun 30, 26

-11

Refined Wealth Management

Jun 30, 26

-1.79K

Biltmore Family Office, LLC

Jun 30, 26

-10

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-526

Argyle Capital Partners, LLC

Jun 30, 26

-1.70K

Strategic Financial Concepts, LLC

Jun 30, 26

-2.00K

WIN ADVISORS, INC

Jun 30, 26

-3.37K

StoneX Group Inc.

Jun 30, 26

-1.70K

Opal Wealth Advisors, LLC

Jun 30, 26

-844

Citrine Capital LLC

Jun 30, 26

-7.26K

BANK OF AMERICA CORP /DE/

1.46M

Mar 31, 26

-154.97K

5.60%

PNC FINANCIAL SERVICES GROUP, INC.

1.06M

Mar 31, 26

-30.85K

4.08%

MORGAN STANLEY

999.24K

Mar 31, 26

-12.36K

3.83%

ROYAL BANK OF CANADA

687.96K

Mar 31, 26

+54.54K

2.64%

SPINNAKER TRUST

572.55K

Mar 31, 26

-13.27K

2.20%

IMA Wealth, Inc.

522.49K

Mar 31, 26

+8.04K

2.00%

Acorns Advisers, LLC

451.16K

Mar 31, 26

+12.45K

1.73%

MISSION WEALTH MANAGEMENT, LP

412.27K

Mar 31, 26

+1.27K

1.58%

MERCER GLOBAL ADVISORS INC /ADV

397.78K

Mar 31, 26

+91.93K

1.53%

JPMORGAN CHASE & CO

394.20K

Mar 31, 26

-14.49K

1.51%

WELLS FARGO & COMPANY/MN

392.07K

Mar 31, 26

+13.18K

1.50%

M&T BANK CORP

381.02K

Mar 31, 26

-139.90K

1.46%

UBS Group AG

350.38K

Mar 31, 26

-25.38K

1.34%

LPL Financial LLC

307.26K

Mar 31, 26

-752

1.18%

Betterment LLC

279.71K

Mar 31, 26

-7.98K

1.07%

ENVESTNET ASSET MANAGEMENT INC

243.94K

Mar 31, 26

+7.56K

0.94%

RAYMOND JAMES FINANCIAL INC

198.44K

Mar 31, 26

-408.03K

0.76%

Baird Financial Group, Inc.

184.87K

Mar 31, 26

+101

0.71%

HM PAYSON & CO

164.69K

Mar 31, 26

-12.88K

0.63%

TRUIST FINANCIAL CORP

130.09K

Mar 31, 26

-3.50K

0.50%

Stewardship Advisors, LLC

117.80K

Mar 31, 26

+5.73K

0.45%

Cetera Investment Advisers

96.97K

Mar 31, 26

+771

0.37%

Pensionmark Financial Group, LLC

94.82K

Mar 31, 26

-6.05K

0.36%

COMMONWEALTH EQUITY SERVICES, LLC

93.06K

Mar 31, 26

-18.66K

0.36%

Quent Capital, LLC

91.97K

Mar 31, 26

+284

0.35%

HighTower Advisors, LLC

86.47K

Mar 31, 26

+2.73K

0.33%

US BANCORP \DE\

82.53K

Mar 31, 26

+5.77K

0.32%

Charter Oak Capital Management, LLC

76.37K

Mar 31, 26

+4.38K

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

76.31K

Mar 31, 26

-16.85K

0.29%

Creative Planning

74.63K

Mar 31, 26

+26.32K

0.29%

Fund Evaluation Group, LLC

69.94K

Mar 31, 26

-57.78K

0.27%

eCIO, Inc.

66.03K

Mar 31, 26

-1

0.25%

NORTHERN TRUST CORP

63.41K

Mar 31, 26

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

63.13K

Mar 31, 26

-3.05K

0.24%

REGIONS FINANCIAL CORP

57.29K

Mar 31, 26

-322

0.22%

NewEdge Advisors, LLC

55.56K

Mar 31, 26

-3.76K

0.21%

BANK OF MONTREAL /CAN/

54.26K

Mar 31, 26

+713

0.21%

KEYBANK NATIONAL ASSOCIATION/OH

53.40K

Mar 31, 26

-921

0.20%

Accredited Investors Inc.

52.96K

Mar 31, 26

+2.27K

0.20%

Advisory Services Network, LLC

50.52K

Mar 31, 26

-1.78K

0.19%

Corundum Group, Inc.

50.15K

Mar 31, 26

-933

0.19%

Janney Montgomery Scott LLC

48.52K

Mar 31, 26

+2.11K

0.19%

ADVISOR GROUP HOLDINGS, INC.

46.18K

Mar 31, 26

-4.55K

0.18%

Cambridge Investment Research Advisors, Inc.

45.82K

Mar 31, 26

-2.36K

0.18%

Destination Wealth Management

45.01K

Mar 31, 26

+656

0.17%

CAPTRUST FINANCIAL ADVISORS

44.41K

Mar 31, 26

+4.14K

0.17%

Glenview Trust Co

42.50K

Mar 31, 26

0.16%

ASPIRIANT, LLC

42.01K

Mar 31, 26

0.16%

HILLTOP WEALTH ADVISORS, LLC

41.69K

Mar 31, 26

-272

0.16%

D.A. DAVIDSON & CO.

39.94K

Mar 31, 26

-2.75K

0.15%

Rockefeller Capital Management L.P.

39.04K

Mar 31, 26

-199

0.15%

ROOF EIDAM & MAYCOCK/ADV

38.15K

Mar 31, 26

-1.02K

0.15%

JONES FINANCIAL COMPANIES LLLP

37.92K

Mar 31, 26

+4.65K

0.15%

Brookstone Capital Management

36.55K

Mar 31, 26

+1.45K

0.14%

MML INVESTORS SERVICES, LLC

36.43K

Mar 31, 26

-7.44K

0.14%

Cerity Partners LLC

35.08K

Mar 31, 26

+436

0.13%

Financial Network Wealth Management LLC

34.69K

Mar 31, 26

+10

0.13%

Garde Capital, Inc.

34.66K

Mar 31, 26

+2.41K

0.13%

MGO ONE SEVEN LLC

34.38K

Mar 31, 26

-1.09K

0.13%

BigSur Wealth Management LLC

32.00K

Mar 31, 26

0.12%

TOMPKINS FINANCIAL CORP

31.62K

Mar 31, 26

-1.34K

0.12%

Beacon Pointe Advisors, LLC

30.36K

Mar 31, 26

+19.63K

0.12%

STIFEL FINANCIAL CORP

29.85K

Mar 31, 26

+708

0.11%

LAIRD NORTON TRUST COMPANY, LLC

29.33K

Mar 31, 26

-1.15K

0.11%

SageView Advisory Group, LLC

29.29K

Mar 31, 26

-609

0.11%

GRIMES & COMPANY, INC.

29.23K

Mar 31, 26

-2.93K

0.11%

Pure Financial Advisors, LLC

28.25K

Mar 31, 26

-1.55K

0.11%

Robertson Stephens Wealth Management, LLC

28.16K

Mar 31, 26

-1.39K

0.11%

Kestra Advisory Services, LLC

27.44K

Mar 31, 26

+2.80K

0.11%

NorthRock Partners, LLC

27.25K

Mar 31, 26

+398

0.10%

Consolidated Planning Corp

24.48K

Mar 31, 26

-588

0.09%

Resources Investment Advisors, LLC.

24.30K

Mar 31, 26

+1.25K

0.09%

BAILARD, INC.

23.95K

Mar 31, 26

+508

0.09%

Relyea Zuckerberg Hanson LLC

23.86K

Mar 31, 26

0.09%

Ledyard National Bank

23.66K

Mar 31, 26

+1.03K

0.09%

VERITY Wealth Advisors

23.55K

Mar 31, 26

0.09%

Simmons Bank

22.31K

Mar 31, 26

-1.62K

0.09%

Steward Partners Investment Advisory, LLC

22.27K

Mar 31, 26

+414

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

21.42K

Mar 31, 26

+325

0.08%

CGN Advisors LLC

21.13K

Mar 31, 26

-14

0.08%

Colony Group, LLC

20.63K

Mar 31, 26

-4.07K

0.08%

Shepherd Financial Partners LLC

20.32K

Mar 31, 26

-1.13K

0.08%

Miracle Mile Advisors, LLC

20.24K

Mar 31, 26

+502

0.08%

HB Wealth Management, LLC

20.23K

Mar 31, 26

+19

0.08%

SAX WEALTH ADVISORS, LLC

20.19K

Mar 31, 26

0.08%

Crestwood Advisors Group LLC

19.91K

Mar 31, 26

+681

0.08%

Cresset Asset Management, LLC

19.88K

Mar 31, 26

+15

0.08%

Allworth Financial LP

19.73K

Mar 31, 26

+10

0.08%

WHITTIER TRUST CO OF NEVADA INC

19.60K

Mar 31, 26

-94

0.08%

Private Advisor Group, LLC

19.17K

Mar 31, 26

-827

0.07%

Fingerlakes Wealth Management, Inc.

18.79K

Mar 31, 26

+323

0.07%

Asset Dedication, LLC

18.44K

Mar 31, 26

-378

0.07%

COMMERCE BANK

18.30K

Mar 31, 26

+15

0.07%

Aprio Wealth Management, LLC

18.15K

Mar 31, 26

-15.06K

0.07%

BLAIR WILLIAM & CO/IL

17.54K

Mar 31, 26

-926

0.07%

One Wealth Advisors, LLC

16.41K

Mar 31, 26

+142

0.06%

FMR LLC

16.11K

Mar 31, 26

+1.66K

0.06%

GoalVest Advisory LLC

16.10K

Mar 31, 26

+467

0.06%

Wescott Financial Advisory Group, LLC

15.89K

Mar 31, 26

-77

0.06%

Chicago Partners Investment Group LLC

15.12K

Mar 31, 26

-23

0.06%

Cornerstone Wealth Management, LLC

14.92K

Mar 31, 26

-1.15K

0.06%

CWM, LLC

14.69K

Mar 31, 26

-2.64K

0.06%

Integrated Wealth Concepts LLC

14.40K

Mar 31, 26

-121

0.06%

Vanguard Personalized Indexing Management, LLC

14.39K

Mar 31, 26

0.06%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

14.36K

Mar 31, 26

+14.36K

0.06%

EVERGREEN CAPITAL MANAGEMENT LLC

13.93K

Mar 31, 26

-45

0.05%

3EDGE Asset Management, LP

13.92K

Mar 31, 26

-103

0.05%

Trust Co

13.74K

Mar 31, 26

-64

0.05%

GOULD ASSET MANAGEMENT LLC /CA/

13.39K

Mar 31, 26

+983

0.05%

Evercore Wealth Management, LLC

13.36K

Mar 31, 26

-154

0.05%

Ellevest, Inc.

13.01K

Mar 31, 26

-360

0.05%

Sequoia Financial Advisors, LLC

12.64K

Mar 31, 26

+13

0.05%

First Pacific Financial

12.46K

Mar 31, 26

-1.61K

0.05%

Clearstead Advisors, LLC

12.43K

Mar 31, 26

-180

0.05%

Baker Avenue Asset Management, LP

12.23K

Mar 31, 26

-84

0.05%

M Holdings Securities, Inc.

12.22K

Mar 31, 26

-750

0.05%

Resonant Capital Advisors, LLC

12.03K

Mar 31, 26

-43

0.05%

Aptus Capital Advisors, LLC

11.81K

Mar 31, 26

-8

0.05%

Avantax Planning Partners, Inc.

11.65K

Mar 31, 26

-127

0.04%

Winthrop Advisory Group LLC

11.59K

Mar 31, 26

-716

0.04%

Colorado Capital Management, Inc.

11.49K

Mar 31, 26

-905

0.04%

BLUESTEM FINANCIAL ADVISORS, LLC

10.86K

Mar 31, 26

+354

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.84K

Mar 31, 26

-7

0.04%

Addison Advisors LLC

10.82K

Mar 31, 26

-820

0.04%

Bond & Devick Financial Network, Inc.

10.52K

Mar 31, 26

-637

0.04%

Bigelow Investment Advisors, LLC

10.24K

Mar 31, 26

-1.48K

0.04%

Gerber Kawasaki Wealth & Investment Management

10.05K

Mar 31, 26

-203

0.04%

CHOREO, LLC

9.97K

Mar 31, 26

0.04%

SOA Wealth Advisors, LLC.

9.94K

Mar 31, 26

-140

0.04%

NEPC LLC

9.90K

Mar 31, 26

+2.26K

0.04%

Members Trust Co

9.65K

Mar 31, 26

-96

0.04%

Portland Global Advisors LLC

9.55K

Mar 31, 26

-125

0.04%

MARINO, STRAM & ASSOCIATES LLC

9.48K

Mar 31, 26

0.04%

FIFTH THIRD BANCORP

8.98K

Mar 31, 26

+6.10K

0.03%

WESBANCO BANK INC

8.77K

Mar 31, 26

+265

0.03%

Lido Advisors, LLC

8.74K

Mar 31, 26

-371

0.03%

TFC Financial Management, Inc.

8.69K

Mar 31, 26

0.03%

SK Wealth Management, LLC

8.66K

Mar 31, 26

+239

0.03%

RED CRANE WEALTH MANAGEMENT, LLC

8.57K

Mar 31, 26

+13

0.03%

Round Rock Advisors, LLC

8.31K

Mar 31, 26

-213

0.03%

PRENTISS SMITH & CO INC

8.28K

Mar 31, 26

-106

0.03%

Abacus Planning Group, Inc.

8.24K

Mar 31, 26

0.03%

Haverford Trust Co

8.18K

Mar 31, 26

-200

0.03%

GREENUP STREET WEALTH MANAGEMENT LLC

8.07K

Mar 31, 26

-546

0.03%

Wealthspire Advisors, LLC

8.05K

Mar 31, 26

+875

0.03%

Mutual Advisors, LLC

7.99K

Mar 31, 26

-274

0.03%

Coastline Trust Co

7.88K

Mar 31, 26

0.03%

Mill Creek Capital Advisors, LLC

7.83K

Mar 31, 26

+12

0.03%

HUNTINGTON NATIONAL BANK

7.52K

Mar 31, 26

+181

0.03%

Smart Portfolios, LLC

7.49K

Mar 31, 26

+255

0.03%

Freestone Capital Holdings, LLC

7.46K

Mar 31, 26

-17

0.03%

Apella Capital, LLC

7.36K

Mar 31, 26

+774

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

7.36K

Mar 31, 26

+225

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

7.31K

Mar 31, 26

+28

0.03%

Curbstone Financial Management Corp

7.15K

Mar 31, 26

0.03%

CARRET ASSET MANAGEMENT, LLC

7.07K

Mar 31, 26

+17

0.03%

McClarren Financial Advisors, Inc.

6.93K

Mar 31, 26

+4.02K

0.03%

Waverly Advisors, LLC

6.88K

Mar 31, 26

-2.97K

0.03%

Financial Services Advisory Inc

6.85K

Mar 31, 26

-6.37K

0.03%

Westside Investment Management, Inc.

6.55K

Mar 31, 26

+10

0.03%

Ameritas Investment Partners, Inc.

6.53K

Mar 31, 26

-635

0.03%

MMBG INVESTMENT ADVISORS CO.

6.37K

Mar 31, 26

0.02%

Equitable Holdings, Inc.

6.31K

Mar 31, 26

+13

0.02%

JNBA Financial Advisors

6.12K

Mar 31, 26

-640

0.02%

Snowden Capital Advisors LLC

6.02K

Mar 31, 26

-2.70K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

6.00K

Mar 31, 26

0.02%

Rehmann Capital Advisory Group

5.94K

Mar 31, 26

-1.09K

0.02%

Hills Bank & Trust Co

5.94K

Mar 31, 26

0.02%

GOLDMAN SACHS GROUP INC

5.92K

Mar 31, 26

+5.92K

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

5.91K

Mar 31, 26

+80

0.02%

Well Done, LLC

5.91K

Mar 31, 26

0.02%

Rollins Financial Advisors, LLC

5.88K

Mar 31, 26

0.02%

HENGEHOLD CAPITAL MANAGEMENT LLC

5.81K

Mar 31, 26

-288

0.02%

Bank of New Hampshire

5.79K

Mar 31, 26

0.02%

MORRIS FINANCIAL CONCEPTS, INC.

5.68K

Mar 31, 26

+296

0.02%

WealthShield Partners, LLC

5.59K

Mar 31, 26

-810

0.02%

Mechanics Bank Trust Department

5.40K

Mar 31, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

5.33K

Mar 31, 26

+165

0.02%

Walkner Condon Financial Advisors LLC

5.29K

Mar 31, 26

-104

0.02%

HARBOUR INVESTMENTS, INC.

5.26K

Mar 31, 26

+2.68K

0.02%

GLENMEDE TRUST CO NA

5.24K

Mar 31, 26

-3.27K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

5.24K

Mar 31, 26

-182

0.02%

McAdam, LLC

5.22K

Mar 31, 26

-24

0.02%

Modera Wealth Management, LLC

5.20K

Mar 31, 26

0.02%

NATURAL INVESTMENTS, LLC

5.19K

Mar 31, 26

-623

0.02%

EP Wealth Advisors, LLC

5.13K

Mar 31, 26

+102

0.02%

Brio Consultants, LLC

5.10K

Mar 31, 26

+454

0.02%

FIDUCIARY TRUST CO

5.05K

Mar 31, 26

-10

0.02%

Merit Financial Group, LLC

5.05K

Mar 31, 26

-148

0.02%

AGF MANAGEMENT LTD

5.00K

Mar 31, 26

0.02%

MATHER GROUP, LLC.

4.99K

Mar 31, 26

0.02%

SCS Capital Management LLC

4.98K

Mar 31, 26

-97

0.02%

MAI Capital Management

4.94K

Mar 31, 26

+474

0.02%

BRIGHTON JONES LLC

4.91K

Mar 31, 26

+4.91K

0.02%

Marks Group Wealth Management, Inc

4.88K

Mar 31, 26

0.02%

TriaGen Wealth Management LLC

4.87K

Mar 31, 26

-300

0.02%

Vontobel Holding Ltd.

4.82K

Mar 31, 26

0.02%

ProVise Management Group, LLC

4.78K

Mar 31, 26

-9

0.02%

Facet Wealth, Inc.

4.77K

Mar 31, 26

+1.49K

0.02%

Kesler, Norman & Wride, LLC

4.66K

Mar 31, 26

0.02%

Peak Financial Management, Inc.

4.66K

Mar 31, 26

-25

0.02%

West Financial Advisors, LLC

4.60K

Mar 31, 26

-26

0.02%

Kraft, Davis & Associates, LLC

4.59K

Mar 31, 26

0.02%

WealthBridge Capital Management, LLC

4.55K

Mar 31, 26

0.02%

CWS Financial Advisors, LLC

4.41K

Mar 31, 26

-47

0.02%

SAGE FINANCIAL GROUP INC

4.39K

Mar 31, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

4.39K

Mar 31, 26

+2.69K

0.02%

First Command Advisory Services, Inc.

4.29K

Mar 31, 26

-16

0.02%

JOHNSON INVESTMENT COUNSEL INC

4.28K

Mar 31, 26

0.02%

Connecticut Wealth Management, LLC

4.26K

Mar 31, 26

+336

0.02%

Western Wealth Management, LLC

4.20K

Mar 31, 26

+10

0.02%

Bank Julius Baer & Co. Ltd, Zurich

4.18K

Mar 31, 26

-276

0.02%

FRANKLIN RESOURCES INC

4.17K

Mar 31, 26

-7.27K

0.02%

Mill Capital Management, LLC

4.15K

Mar 31, 26

0.02%

RITHOLTZ WEALTH MANAGEMENT

4.10K

Mar 31, 26

0.02%

Harbor Group, Inc.

4.05K

Mar 31, 26

+361

0.02%

CIBC Asset Management Inc

4.01K

Mar 31, 26

0.02%

Progressive Investment Management Corp

4.00K

Mar 31, 26

0.02%

Bradley & Co. Private Wealth Management, LLC

3.98K

Mar 31, 26

0.02%

Ameritas Advisory Services, LLC

3.96K

Mar 31, 26

-474

0.02%

SNS Financial Group, LLC

3.91K

Mar 31, 26

-41

0.01%

North Star Investment Management Corp.

3.86K

Mar 31, 26

0.01%

Ulland Investment Advisors, LLC

3.85K

Mar 31, 26

0.01%

Heartwood Wealth Advisors LLC

3.83K

Mar 31, 26

+3.83K

0.01%

Peregrine Asset Advisers, Inc.

3.82K

Mar 31, 26

+35

0.01%

Bell Bank

3.80K

Mar 31, 26

+3.80K

0.01%

WARNER FINANCIAL, INC

3.71K

Mar 31, 26

0.01%

Weaver Consulting Group

3.68K

Mar 31, 26

0.01%

McGinn Penninger Investment Management, Inc.

3.62K

Mar 31, 26

-970

0.01%

ASSOCIATED BANC-CORP

3.60K

Mar 31, 26

0.01%

Integrated Investment Consultants, LLC

3.55K

Mar 31, 26

+35

0.01%

Sound View Wealth Advisors Group, LLC

3.53K

Mar 31, 26

0.01%

COREPATH WEALTH PARTNERS LLC

3.46K

Mar 31, 26

+234

0.01%

Stratos Wealth Partners, LTD.

3.43K

Mar 31, 26

-1.27K

0.01%

Highview Capital Management LLC/DE/

3.41K

Mar 31, 26

0.01%

WIN ADVISORS, INC

3.37K

Mar 31, 26

-40

0.01%

J. Mark Nickell & Co.

3.36K

Mar 31, 26

0.01%

KMG FIDUCIARY PARTNERS, LLC

3.35K

Mar 31, 26

-40

0.01%

BRADLEY FOSTER & SARGENT INC/CT

3.35K

Mar 31, 26

0.01%

Continuum Advisory, LLC

3.28K

Mar 31, 26

+3.28K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

3.28K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

3.20K

Mar 31, 26

-144

0.01%

Tradition Wealth Management, LLC

3.15K

Mar 31, 26

-19

0.01%

TRILLIUM ASSET MANAGEMENT, LLC

3.15K

Mar 31, 26

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

3.14K

Mar 31, 26

-173

0.01%

Pine Haven Investment Counsel, Inc

3.08K

Mar 31, 26

-85

0.01%

Arkos Global Advisors

3.05K

Mar 31, 26

-100

0.01%

Sand Hill Global Advisors, LLC

3.04K

Mar 31, 26

0.01%

OXFORD FINANCIAL GROUP LTD

3.00K

Mar 31, 26

0.01%

PINNACLE ASSOCIATES LTD

3.00K

Mar 31, 26

-56

0.01%

Sanctuary Advisors, LLC

2.96K

Mar 31, 26

-437

0.01%

ZEVIN ASSET MANAGEMENT LLC

2.92K

Mar 31, 26

-1.01K

0.01%

Fusion Family Wealth LLC

2.88K

Mar 31, 26

0.01%

BESSEMER GROUP INC

2.87K

Mar 31, 26

-2

0.01%

Savant Capital, LLC

2.84K

Mar 31, 26

+1.10K

0.01%

Sigma Planning Corp

2.82K

Mar 31, 26

0.01%

Penobscot Investment Management Company, Inc.

2.76K

Mar 31, 26

+700

0.01%

Wealth Architects, LLC

2.73K

Mar 31, 26

0.01%

CONSILIO WEALTH ADVISORS, LLC

2.73K

Mar 31, 26

+483

0.01%

Klingman & Associates, LLC

2.72K

Mar 31, 26

+25

0.01%

Aufman Associates Inc

2.69K

Mar 31, 26

+111

0.01%

Kelman-Lazarov, Inc.

2.63K

Mar 31, 26

-57

0.01%

Arkadios Wealth Advisors

2.60K

Mar 31, 26

-3

0.01%

HCR Wealth Advisors

2.55K

Mar 31, 26

0.01%

OLIO Financial Planning

2.55K

Mar 31, 26

0.01%

Acropolis Investment Management, LLC

2.54K

Mar 31, 26

0.01%

GUERRA PAN ADVISORS, LLC

2.52K

Mar 31, 26

0.01%

Dakota Wealth Management

2.52K

Mar 31, 26

0.01%

LGL PARTNERS, LLC

2.51K

Mar 31, 26

0.01%

VILLERE ST DENIS J & CO LLC

2.50K

Mar 31, 26

-500

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

2.49K

Mar 31, 26

-130

0.01%

Pacific Center for Financial Services

2.45K

Mar 31, 26

-1.80K

0.01%

Dorsey & Whitney Trust CO LLC

2.45K

Mar 31, 26

0.01%

Pinnacle Wealth Management Advisory Group, LLC

2.39K

Mar 31, 26

0.01%

Flagship Private Wealth, LLC

2.35K

Mar 31, 26

-15

0.01%

BAR HARBOR WEALTH MANAGEMENT

2.34K

Mar 31, 26

-24

0.01%

Grove Bank & Trust

2.33K

Mar 31, 26

0.01%

Diversified Trust Co

2.32K

Mar 31, 26

0.01%

PITTENGER & ANDERSON INC

2.31K

Mar 31, 26

+20

0.01%

SIGNATUREFD, LLC

2.28K

Mar 31, 26

0.01%

Princeton Global Asset Management LLC

2.24K

Mar 31, 26

0.01%

FIRST MANHATTAN CO. LLC.

2.24K

Mar 31, 26

0.01%

Skopos Labs, Inc.

2.18K

Mar 31, 26

+122

0.01%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

2.17K

Mar 31, 26

-50

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

2.15K

Mar 31, 26

0.01%

LVZ, Inc.

2.07K

Mar 31, 26

-981

0.01%

Cornerstone Advisory, LLC

2.05K

Mar 31, 26

0.01%

Perigon Wealth Management, LLC

2.04K

Mar 31, 26

+471

0.01%

Magnus Financial Group LLC

2.03K

Mar 31, 26

-57

0.01%

Dynamic Advisor Solutions LLC

2.02K

Mar 31, 26

0.01%

Mason & Associates Inc

2.02K

Mar 31, 26

0.01%

ETF Portfolio Partners, Inc.

2.01K

Mar 31, 26

+93

0.01%

Strategic Financial Concepts, LLC

2.00K

Mar 31, 26

0.01%

WJ Wealth Management, LLC

2.00K

Mar 31, 26

-700

0.01%

Geneos Wealth Management Inc.

1.99K

Mar 31, 26

0.01%

Capital Advisors Wealth Management, LLC

1.99K

Mar 31, 26

-36

0.01%

IAG Wealth Partners, LLC

1.96K

Mar 31, 26

0.01%

January Capital Advisors LLC

1.96K

Mar 31, 26

+1.96K

0.01%

JFS WEALTH ADVISORS, LLC

1.92K

Mar 31, 26

0.01%

ALLIANCEBERNSTEIN L.P.

1.90K

Mar 31, 26

-16

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

1.87K

Mar 31, 26

-20.65K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.86K

Mar 31, 26

+94

0.01%

Financial Insights, Inc.

1.84K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

1.80K

Mar 31, 26

+1.80K

0.01%

Family Management Corp

1.80K

Mar 31, 26

+112

0.01%

Refined Wealth Management

1.79K

Mar 31, 26

-25

0.01%

DAVENPORT & Co LLC

1.77K

Mar 31, 26

0.01%

Pathway Financial Advisors LLC

1.76K

Mar 31, 26

0.01%

Pointe Capital Management LLC

1.75K

Mar 31, 26

0.01%

Summit Financial, LLC

1.74K

Mar 31, 26

-1

0.01%

Eagle Strategies LLC

1.74K

Mar 31, 26

+50

0.01%

Advisor OS, LLC

1.73K

Mar 31, 26

+17

0.01%

Harfst & Associates, Inc.

1.71K

Mar 31, 26

0.01%

StoneX Group Inc.

1.70K

Mar 31, 26

+1.70K

0.01%

Van Hulzen Asset Management, LLC

1.70K

Mar 31, 26

0.01%

MJP ASSOCIATES INC /ADV

1.69K

Mar 31, 26

0.01%

EVOKE WEALTH, LLC

1.69K

Mar 31, 26

0.01%

LexAurum Advisors, LLC

1.68K

Mar 31, 26

+1.68K

0.01%

Empowered Funds, LLC

1.68K

Mar 31, 26

+1.68K

0.01%

Perennial Investment Advisors, LLC

1.67K

Mar 31, 26

0.01%

Boothe Investment Group, Inc.

1.63K

Mar 31, 26

-141

0.01%

JOURNEY STRATEGIC WEALTH LLC

1.62K

Mar 31, 26

-37

0.01%

RETIREMENT INCOME SOLUTIONS, INC

1.61K

Mar 31, 26

0.01%

BOSTON FAMILY OFFICE LLC

1.60K

Mar 31, 26

0.01%

MAIMON WEALTH MANAGEMENT LTD.

1.59K

Mar 31, 26

0.01%

McKinley Carter Wealth Services, Inc.

1.57K

Mar 31, 26

0.01%

Montis Financial, LLC

1.55K

Mar 31, 26

0.01%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

1.55K

Mar 31, 26

-50

0.01%

Cartesian Growth Corp

1.54K

Mar 31, 26

-44

0.01%

SBI Securities Co., Ltd.

1.52K

Mar 31, 26

+35

0.01%

LFA - Lugano Financial Advisors SA

1.34K

Mar 31, 26

0.01%

Spire Wealth Management

1.30K

Mar 31, 26

0.01%

VANGUARD ADVISERS INC

1.29K

Mar 31, 26

+1.29K

0.00%

Golden State Wealth Management, LLC

1.10K

Mar 31, 26

-25

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.05K

Mar 31, 26

+212

0.00%

NATIONAL BANK OF CANADA /FI/

1.02K

Mar 31, 26

+1.02K

0.00%

Tower Research Capital LLC (TRC)

1.00K

Mar 31, 26

-1.07K

0.00%

WHITTIER TRUST CO

1.00K

Mar 31, 26

+1.00K

0.00%

Investors Research Corp

918

Mar 31, 26

+101

0.00%

HOWE & RUSLING INC

850

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

844

Mar 31, 26

+844

0.00%

Atlantic Union Bankshares Corp

832

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

780

Mar 31, 26

-19

0.00%

Financial Connections Group, Inc.

773

Mar 31, 26

-577

0.00%

Crewe Advisors LLC

744

Mar 31, 26

0.00%

Prestige Wealth Management Group LLC

698

Mar 31, 26

-10

0.00%

Colonial Trust Advisors

650

Mar 31, 26

0.00%

Cranbrook Wealth Management, LLC

648

Mar 31, 26

0.00%

ASSETMARK, INC

635

Mar 31, 26

+32

0.00%

Evelyn Partners Investment Management Services Ltd

632

Mar 31, 26

0.00%

NBT BANK N A /NY

600

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

564

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

549

Mar 31, 26

-180

0.00%

Clean Yield Group

539

Mar 31, 26

+539

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

526

Mar 31, 26

+526

0.00%

Rossmore Private Capital

509

Mar 31, 26

0.00%

Westend Capital Management, LLC

503

Mar 31, 26

0.00%

Parallel Advisors, LLC

500

Mar 31, 26

+76

0.00%

AE Wealth Management LLC

492

Mar 31, 26

-12.99K

0.00%

CoreCap Advisors, LLC

478

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

471

Mar 31, 26

-988

0.00%

PRIVATE TRUST CO NA

457

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

431

Mar 31, 26

0.00%

Evelyn Partners Investment Management (Europe) Ltd

428

Mar 31, 26

+368

0.00%

Front Row Advisors LLC

423

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

390

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

387

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

356

Mar 31, 26

-220

0.00%

HALLMARK CAPITAL MANAGEMENT INC

350

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

347

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

335

Mar 31, 26

0.00%

Armor Investment Advisors, LLC

258

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

250

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

246

Mar 31, 26

+246

0.00%

CX Institutional

233

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

220

Mar 31, 26

0.00%

Collier Financial

197

Mar 31, 26

0.00%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

190

Mar 31, 26

0.00%

Larson Financial Group LLC

183

Mar 31, 26

0.00%

Triumph Capital Management

166

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

145

Mar 31, 26

0.00%

Integrity Financial Corp /WA

142

Mar 31, 26

-113

0.00%

Founders Financial Alliance, LLC

120

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

111

Mar 31, 26

0.00%

Bollard Group LLC

Mar 31, 26

+96

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

SHP Wealth Management

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

-369

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

-119

0.00%

ANGELES WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

+40

0.00%

Clarity Asset Management, Inc.

Mar 31, 26

0.00%

PayPay Securities Corp

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

-23

0.00%

Biltmore Family Office, LLC

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Bank of New York Mellon Corp

Mar 31, 26

-1.44K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-11.06K

Clear Creek Financial Management, LLC

Mar 31, 26

-1.86K

DSM CAPITAL PARTNERS LLC

Mar 31, 26

-8.78K

Mount Yale Investment Advisors, LLC

Mar 31, 26

-6.43K

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

-100

SigFig Wealth Management, LLC

Mar 31, 26

-1.83K

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Mar 31, 26

-1.46K

AFFINITY WEALTH MANAGEMENT LLC

Mar 31, 26

-2.03K

MONEY CONCEPTS CAPITAL CORP

Mar 31, 26

-1.51K

Vestmark Advisory Solutions, Inc.

Mar 31, 26

-12.87K

Elevation Capital Advisory, LLC

Mar 31, 26

-16.75K

Lloyd Advisory Services, LLC.

Mar 31, 26

-667

TruNorth Capital Management, LLC

Mar 31, 26

-4.93K

Granite Investment Partners, LLC

Mar 31, 26

-36.69K

CAPITAL PERFORMANCE ADVISORS LLP

Mar 31, 26

-2.52K

Vericrest Private Wealth

Mar 31, 26

-1.45K

Pachira Investments Inc.

Mar 31, 26

-1.74K

Neuberger Berman Group LLC

Mar 31, 26

-2.09K

RIVERBRIDGE PARTNERS LLC

Mar 31, 26

-8.26K

Zhang Financial LLC

Mar 31, 26

-1.59K

Navalign, LLC

Mar 31, 26

-518

White Lighthouse Investment Management Inc.

Mar 31, 26

-2.30K

New England Private Wealth Advisors LLC

Mar 31, 26

-1.77K

BROWN ADVISORY INC

Mar 31, 26

-38.29K

Quent Long Short Global Small Cap Fund, LP

91.69K

Dec 31, 25

+91.69K

0.35%

Long Run Wealth Advisors, LLC

28.94K

Dec 31, 25

-6

0.11%

Litman Gregory Wealth Management LLC

14.66K

Dec 31, 25

-75

0.06%

COMERICA BANK

6.29K

Dec 31, 25

0.02%

Running Point Capital Advisors, LLC

426

Dec 31, 25

-69

0.00%

CIBC Private Wealth Group, LLC

317

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.12K

COBBLESTONE CAPITAL ADVISORS LLC /NY/

30.91K

Sep 30, 25

-53

0.12%

Willow Creek Wealth Management Inc.

7.68K

Sep 30, 25

0.03%

Glenmede Investment Management, LP

5.52K

Sep 30, 25

0.02%

PINNACLE FINANCIAL PARTNERS INC

2.79K

Sep 30, 25

+887

0.01%

AllSquare Wealth Management LLC

2.21K

Sep 30, 25

0.01%

Kathleen S. Wright Associates Inc.

Sep 30, 25

0.00%

Money Design Co.,Ltd.

133.47K

Jun 30, 25

+542

0.51%

AVANTAX ADVISORY SERVICES, INC.

13.89K

Jun 30, 25

+16

0.05%

Parkside Advisors LLC

9.22K

Jun 30, 25

-201

0.04%

Good Life Advisors, LLC

8.31K

Jun 30, 25

+223

0.03%

Graypoint LLC

5.01K

Jun 30, 25

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.40K

Orion Portfolio Solutions, LLC

5.14K

Mar 31, 25

+1.30K

0.02%

Transform Wealth, LLC

2.88K

Mar 31, 25

-172

0.01%

Sandy Spring Bank

1.56K

Mar 31, 25

+733

0.01%

Lindbrook Capital, LLC

100

Mar 31, 25

0.00%

Grant/GrossMendelsohn, LLC

Mar 31, 25

-1.65K

UNIONVIEW, LLC

6.82K

Dec 31, 24

-188

0.03%

WMS Partners, LLC

6.66K

Dec 31, 24

0.03%

PRIVATE CAPITAL MANAGEMENT LLC

162

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

103.97K

Sep 30, 24

+6.37K

0.40%

Raymond James Financial Services Advisors, Inc.

71.50K

Sep 30, 24

-232.75K

0.27%

Diversified, LLC

11.51K

Sep 30, 24

-55

0.04%

Edmonds Duncan Registered Investment Advisors, LLC

7.66K

Sep 30, 24

+46

0.03%

BBJS FINANCIAL ADVISORS, LLC

3.45K

Sep 30, 24

+13

0.01%

First Personal Financial Services

3.32K

Sep 30, 24

-250

0.01%

BlackRock Inc.

458.80K

Jun 30, 24

+7.28K

1.76%

Levy Wealth Management Group, LLC

13.90K

Jun 30, 24

+1.91K

0.05%

TCWP LLC

9.61K

Jun 30, 24

-35

0.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

6.71K

Jun 30, 24

0.03%

HoyleCohen, LLC

2.73K

Jun 30, 24

0.01%

Cetera Advisor Networks LLC

27.97K

Mar 31, 24

-344

0.11%

Cetera Advisors LLC

18.45K

Mar 31, 24

+4.81K

0.07%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

3.30K

Mar 31, 24

+3.30K

0.01%

Retirement Group, LLC

1.05K

Mar 31, 24

0.00%

Rollins Financial

9.62K

Dec 31, 23

-1.90K

0.04%

WEALTHSOURCE PARTNERS, LLC

3.90K

Dec 31, 23

-11

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

2.92K

Dec 31, 23

+2.92K

0.01%

Bartlett & Co. LLC

2.82K

Dec 31, 23

0.01%

LWS Wealth Advisors, Inc.

2.18K

Dec 31, 23

+2.18K

0.01%

DB Wealth Management Group, LLC

356

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

195.29K

Sep 30, 23

-2.75K

0.75%

COLONY GROUP LLC

25.26K

Sep 30, 23

-706

0.10%

PATHSTONE FAMILY OFFICE, LLC

13.94K

Sep 30, 23

+1.92K

0.05%

DESTINY CAPITAL SECURITIES CORPORATION

11.43K

Sep 30, 23

+11.43K

0.04%

FOSTER DYKEMA CABOT & CO INC/MA

136

Sep 30, 23

0.00%

AJ WEALTH STRATEGIES, LLC

18.10K

Jun 30, 23

0.07%

AFFINIA FINANCIAL GROUP, LLC

16.00K

Jun 30, 23

-403

0.06%

TIAA, FSB

13.59K

Jun 30, 23

+1.68K

0.05%

Financial Architects, Inc

5.26K

Jun 30, 23

-54

0.02%

First Command Bank

5.16K

Jun 30, 23

+1.23K

0.02%

First Command Financial Services, Inc.

5.16K

Jun 30, 23

+1.23K

0.02%

LEO BROKERAGE, LLC

2.58K

Jun 30, 23

0.01%

PIERSHALE FINANCIAL GROUP, INC.

271

Jun 30, 23

+271

0.00%

Vigilant Capital Management, LLC

175

Jun 30, 23

-1.35K

0.00%

BDO Wealth Advisors, LLC

127

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-203

Kalos Management, Inc.

Jun 30, 23

-12

Clear Perspectives Financial Planning, LLC

4.98K

Mar 31, 23

0.02%

Baldrige Asset Management LLC

2.35K

Mar 31, 23

+23

0.01%

Ahrens Investment Partners LLC

865

Mar 31, 23

+865

0.00%

RESOLUTE FINANCIAL, LLC

16.20K

Dec 31, 22

-6.54K

0.06%

Sanford Advisory Services, LLC

6.92K

Dec 31, 22

+508

0.03%

Personal Capital Advisors Corp

3.30K

Dec 31, 22

0.01%

Cribstone Capital Management, LLC

2.27K

Dec 31, 22

-29

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

403

Dec 31, 22

0.00%

55I, LLC

65.99K

Sep 30, 22

+37.07K

0.25%

Highland Private Wealth Management

31.13K

Sep 30, 22

0.12%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

16.78K

Sep 30, 22

-13.68K

0.06%

EATON VANCE MANAGEMENT

11.31K

Sep 30, 22

+100

0.04%

REGENTATLANTIC CAPITAL LLC

4.87K

Sep 30, 22

0.02%

Round Table Services, LLC

2.74K

Sep 30, 22

0.01%

MUFG Americas Holdings Corp

2.72K

Sep 30, 22

0.01%

American Portfolios Advisors

2.34K

Sep 30, 22

+2.34K

0.01%

Covington Capital Management

1.58K

Sep 30, 22

0.01%

Surevest, LLC

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-52

FURE FINANCIAL CORP

Sep 30, 22

-146

Private Capital Group, LLC

11.67K

Jun 30, 22

-6.32K

0.04%

KerberRose Wealth Management, LLC

3.76K

Jun 30, 22

+3.76K

0.01%

BREWIN DOLPHIN LTD

1.48K

Jun 30, 22

+95

0.01%

People's United Financial, Inc.

19.82K

Mar 31, 22

-18.33K

0.08%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

18.68K

Mar 31, 22

+4.11K

0.07%

Barrett Asset Management, LLC

5.25K

Mar 31, 22

0.02%

Lenox Wealth Advisors, LLC

538

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-4.82K

FundX Investment Group, LLC

45.12K

Dec 31, 21

+28.80K

0.17%

QUEST CAPITAL MANAGEMENT INC /ADV

9.56K

Dec 31, 21

+6.19K

0.04%

NEXT Financial Group, Inc

Dec 31, 21

-12.81K

C-J Advisory, Inc.

61.49K

Sep 30, 21

-1.08K

0.24%

Homrich & Berg

19.67K

Sep 30, 21

-500

0.08%

Covenant Multifamily Offices, LLC

12.19K

Sep 30, 21

+7.40K

0.05%

Ameritas Investment Company, LLC

7.04K

Sep 30, 21

+6.81K

0.03%

BINGHAM OSBORN & SCARBOROUGH LLC

6.11K

Sep 30, 21

-792

0.02%

Alexandria Capital, LLC

3.54K

Sep 30, 21

-135

0.01%

Harborview Advisors, LLC

Sep 30, 21

-5.92K

Epstein & White Financial LLC

4.71K

Jun 30, 21

+640

0.02%

Hoover Financial Advisors, Inc.

Jun 30, 21

NORTH AMERICAN MANAGEMENT CORP

18.29K

Mar 31, 21

+1.00K

0.07%

TCF National Bank

3.37K

Mar 31, 21

-532

0.01%

Rikoon Group, LLC

2.80K

Mar 31, 21

0.01%

Winslow, Evans & Crocker, Inc.

600

Dec 31, 20

+300

0.00%

Stearns Financial Services Group

5.69K

Sep 30, 20

-338

0.02%

First Allied Advisory Services, Inc.

2.91K

Sep 30, 20

+1.19K

0.01%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

1.48K

Sep 30, 20

0.01%

Squar Milner Financial Services LLC

2.65K

Mar 31, 20

0.01%

Stratford Consulting, LLC

1.11K

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

14.73K

Dec 31, 19

+3.51K

0.06%

Advisor Group, Inc.

4.98K

Dec 31, 19

+88

0.02%

CAPITAL ONE, NATIONAL ASSOCIATION

2.87K

Dec 31, 19

+2.87K

0.01%

SUNTRUST BANKS INC

65.87K

Sep 30, 19

+276

0.25%

BB&T SECURITIES, LLC

1.85K

Sep 30, 19

+66

0.01%

WealthTrust Fairport, LLC

8.24K

Mar 31, 19

+303

0.03%

Stokes & Hubbell Capital Management, LLC

4.64K

Mar 31, 19

0.02%

Steinberg Global Asset Management

4.59K

Mar 31, 19

+26

0.02%

Sterling Global Strategies LLC

Mar 31, 19

-165

Watermark Asset Management, Inc.

1.22K

Dec 31, 18

+180

0.00%

Patriot Wealth Management, Inc.

Dec 31, 18

-46.64K

Commonwealth Equity Services, Inc

31.16K

Jun 30, 17

+1.21K

0.12%

TIAA CREF TRUST CO FSB/MO

26.11K

Mar 31, 17

-873

0.10%

VECTOR WEALTH MANAGEMENT, LLC

3.00K

Dec 31, 16

-400

0.01%

MSI Financial Services Inc

2.55K

Dec 31, 16

+207

0.01%

Stanford Investment Group, Inc.

Dec 31, 16

-45

Hoxton Financial, Inc.

163

Mar 31, 16

0.00%

Pinnacle Summer Investments, Inc.

727

Dec 31, 15

-575

0.00%

MANAGED ACCOUNT ADVISORS LLC

12.27K

Jun 30, 15

+10.67K

0.05%

SHAPIRO ROBERT N

26.76K

Dec 31, 14

-23.37K

0.10%

NEW ENGLAND SECURITIES CORP /MA/

1.70K

Dec 31, 14

+55

0.01%

FOUNDERS BANK & TRUST

205

Dec 31, 14

0.00%

UBS AG

61.80K

Sep 30, 14

+1.48K

0.24%

Long Wharf Investors, Inc.

4.79K

Jun 30, 14

0.02%

First Allied Securities, Inc.

Jun 30, 12

0.00%

PEOPLES BANCORP INC

14.05K

Sep 30, 07

+3.55K

0.05%