Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 17.16M | Jun 30, 26 | -283.56K | 4.87% |
| BANK OF AMERICA CORP /DE/ | 14.46M | Jun 30, 26 | -1.47M | 4.10% |
| LPL Financial LLC | 13.26M | Jun 30, 26 | +500.43K | 3.76% |
| Summit Trail Advisors, LLC | 11.28M | Jun 30, 26 | +1.36M | 3.20% |
| NewEdge Wealth, LLC | 11.10M | Jun 30, 26 | +3.47M | 3.15% |
| RAYMOND JAMES FINANCIAL INC | 6.83M | Jun 30, 26 | -215.21K | 1.94% |
| BIP Wealth, LLC | 5.52M | Jun 30, 26 | +421.98K | 1.57% |
| UBS Group AG | 5.36M | Jun 30, 26 | +273.36K | 1.52% |
| CAPTRUST FINANCIAL ADVISORS | 4.37M | Jun 30, 26 | -880.55K | 1.24% |
| AMERIPRISE FINANCIAL INC | 4.32M | Jun 30, 26 | +489.06K | 1.22% |
| WELLS FARGO & COMPANY/MN | 3.98M | Jun 30, 26 | +40.31K | 1.13% |
| ROYAL BANK OF CANADA | 2.92M | Jun 30, 26 | +106.62K | 0.83% |
| HighTower Advisors, LLC | 2.47M | Jun 30, 26 | +134.34K | 0.70% |
| Serenus Wealth Advisors, LLC | 2.42M | Jun 30, 26 | +6.65K | 0.69% |
| Howard Capital Management Inc. | 2.08M | Jun 30, 26 | +24.33K | 0.59% |
| MISSION WEALTH MANAGEMENT, LP | 1.87M | Jun 30, 26 | +1.00M | 0.53% |
| Cetera Investment Advisers | 1.79M | Jun 30, 26 | +79.44K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 1.76M | Jun 30, 26 | +46.42K | 0.50% |
| Morton Capital Management LLC/CA | 1.74M | Jun 30, 26 | +62.70K | 0.49% |
| Rockefeller Capital Management L.P. | 1.58M | Jun 30, 26 | +51.89K | 0.45% |
| Private Advisor Group, LLC | 1.57M | Jun 30, 26 | -749.04K | 0.44% |
| Kestra Advisory Services, LLC | 1.50M | Jun 30, 26 | -514.77K | 0.42% |
| Encompass More Asset Management | 1.47M | Jun 30, 26 | +542.67K | 0.42% |
| Cardinal Point Capital Management, ULC | 1.44M | Jun 30, 26 | -38.21K | 0.41% |
| IHT Wealth Management, LLC | 1.37M | Jun 30, 26 | -413.51K | 0.39% |
| DAVENPORT & Co LLC | 1.31M | Jun 30, 26 | +41.94K | 0.37% |
| Bank of New York Mellon Corp | 1.30M | Jun 30, 26 | +133.77K | 0.37% |
| STIFEL FINANCIAL CORP | 1.24M | Jun 30, 26 | +128.26K | 0.35% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1.16M | Jun 30, 26 | -74.83K | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 1.16M | Jun 30, 26 | -104.05K | 0.33% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 1.13M | Jun 30, 26 | -31.15K | 0.32% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1.09M | Jun 30, 26 | -182.44K | 0.31% |
| Steward Partners Investment Advisory, LLC | 1.06M | Jun 30, 26 | +98.27K | 0.30% |
| JPMORGAN CHASE & CO | 962.27K | Jun 30, 26 | +186.03K | 0.27% |
| Stenger Family Office, LLC | 950.59K | Jun 30, 26 | -58.53K | 0.27% |
| McGuire Investment Group, LLC | 947.85K | Jun 30, 26 | +52.77K | 0.27% |
| Cambridge Investment Research Advisors, Inc. | 934.87K | Jun 30, 26 | +45.40K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 933.61K | Jun 30, 26 | +3.32K | 0.26% |
| Lunt Capital Management, Inc. | 923.54K | Jun 30, 26 | +71.64K | 0.26% |
| Carmel Capital Partners, LLC | 874.71K | Jun 30, 26 | +297.78K | 0.25% |
| Mraz, Amerine & Associates, Inc. | 859.64K | Jun 30, 26 | +37.17K | 0.24% |
| BLAIR WILLIAM & CO/IL | 848.84K | Jun 30, 26 | -12.31K | 0.24% |
| NewEdge Advisors, LLC | 838.88K | Jun 30, 26 | -83.48K | 0.24% |
| Ausdal Financial Partners, Inc. | 828.46K | Jun 30, 26 | -292.19K | 0.24% |
| Disciplina Capital Management LLC | 817.37K | Jun 30, 26 | +151.58K | 0.23% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 800.63K | Jun 30, 26 | -10.27K | 0.23% |
| Vertex Planning Partners, LLC | 774.26K | Jun 30, 26 | -119.83K | 0.22% |
| Global Retirement Partners, LLC | 761.23K | Jun 30, 26 | +761.23K | 0.22% |
| AlphaCore Capital LLC | 744.18K | Jun 30, 26 | -19.93K | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 734.71K | Jun 30, 26 | +212.19K | 0.21% |
| Arkadios Wealth Advisors | 691.33K | Jun 30, 26 | -43.83K | 0.20% |
| Aprio Wealth Management, LLC | 676.66K | Jun 30, 26 | +656.92K | 0.19% |
| SNS Financial Group, LLC | 671.10K | Jun 30, 26 | +671.10K | 0.19% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 656.65K | Jun 30, 26 | +2.78K | 0.19% |
| Farther Finance Advisors, LLC | 655.95K | Jun 30, 26 | -122.99K | 0.19% |
| Inspire Advisors, LLC | 649.56K | Jun 30, 26 | +59.18K | 0.18% |
| Wealthcare Capital Partners, LLC | 647.40K | Jun 30, 26 | -3.90K | 0.18% |
| FLAGSHIP HARBOR ADVISORS, LLC | 646.04K | Jun 30, 26 | +471.75K | 0.18% |
| Cresset Asset Management, LLC | 641.60K | Jun 30, 26 | -101.78K | 0.18% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 623.20K | Jun 30, 26 | +24.18K | 0.18% |
| Vestmark Advisory Solutions, Inc. | 607.41K | Jun 30, 26 | +79.90K | 0.17% |
| Mount Yale Investment Advisors, LLC | 592.46K | Jun 30, 26 | +96.57K | 0.17% |
| ASSETMARK, INC | 589.02K | Jun 30, 26 | -34.05K | 0.17% |
| Wealthspire Advisors, LLC | 580.81K | Jun 30, 26 | -228.99K | 0.16% |
| Matrix Trust Co | 556.81K | Jun 30, 26 | +545.72K | 0.16% |
| Merit Financial Group, LLC | 537.61K | Jun 30, 26 | +156.69K | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 527.44K | Jun 30, 26 | +24.99K | 0.15% |
| Uniplan Investment Counsel, Inc. | 523.45K | Jun 30, 26 | -126.26K | 0.15% |
| HOLLENCREST CAPITAL MANAGEMENT | 511.77K | Jun 30, 26 | -35.20K | 0.15% |
| Holistic Planning, LLC | 510.94K | Jun 30, 26 | +35.30K | 0.14% |
| Haven Private, LLC | 509.99K | Jun 30, 26 | +306.19K | 0.14% |
| Gladstone Institutional Advisory LLC | 492.84K | Jun 30, 26 | -45.80K | 0.14% |
| United Asset Strategies, Inc. | 491.96K | Jun 30, 26 | +9.25K | 0.14% |
| Stonebridge Wealth Management, LLC | 482.72K | Jun 30, 26 | +19.72K | 0.14% |
| Client First Capital LLC | 458.30K | Jun 30, 26 | -10.28K | 0.13% |
| Stonebridge Financial Group, LLC | 453.82K | Jun 30, 26 | -70.96K | 0.13% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 453.80K | Jun 30, 26 | +8.62K | 0.13% |
| Global View Capital Management LLC | 453.52K | Jun 30, 26 | -923.97K | 0.13% |
| WEBSTER BANK, N. A. | 442.56K | Jun 30, 26 | +23.73K | 0.13% |
| Bonfire Financial | 438.88K | Jun 30, 26 | +63.33K | 0.12% |
| New Perspectives, Inc | 438.38K | Jun 30, 26 | +22.07K | 0.12% |
| MERCER GLOBAL ADVISORS INC /ADV | 437.94K | Jun 30, 26 | +92.17K | 0.12% |
| Sharper & Granite LLC | 423.81K | Jun 30, 26 | +129.16K | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 422.44K | Jun 30, 26 | +30.56K | 0.12% |
| UHLMANN PRICE SECURITIES, LLC | 415.23K | Jun 30, 26 | -23.14K | 0.12% |
| Warner Group LLC | 412.51K | Jun 30, 26 | +229.13K | 0.12% |
| Sanctuary Advisors, LLC | 400.36K | Jun 30, 26 | -34.82K | 0.11% |
| Leibman Financial Services, Inc. | 394.25K | Jun 30, 26 | +149.75K | 0.11% |
| Aptus Capital Advisors, LLC | 393.77K | Jun 30, 26 | -364 | 0.11% |
| Concurrent Investment Advisors, LLC | 388.54K | Jun 30, 26 | -271 | 0.11% |
| Team Financial Group, LLC | 386.36K | Jun 30, 26 | -10.94K | 0.11% |
| SYKON CAPITAL LLC | 384.38K | Jun 30, 26 | -177.38K | 0.11% |
| BANK OF NOVA SCOTIA | 383.93K | Jun 30, 26 | +383.93K | 0.11% |
| Alpine Bank Wealth Management | 381.50K | Jun 30, 26 | +116.80K | 0.11% |
| Exit Wealth Advisors, LLC. | 376.01K | Jun 30, 26 | -456.44K | 0.11% |
| WCG Wealth Advisors LLC | 363.51K | Jun 30, 26 | -252.82K | 0.10% |
| Wealthcare Advisory Partners LLC | 359.37K | Jun 30, 26 | +1.57K | 0.10% |
| MML INVESTORS SERVICES, LLC | 359.10K | Jun 30, 26 | +46.24K | 0.10% |
| Mariner, LLC | 358.52K | Jun 30, 26 | -268.80K | 0.10% |
| Broussard Financial Group LLC | 354.70K | Jun 30, 26 | -18.26K | 0.10% |
| Clear Creek Financial Management, LLC | 335.30K | Jun 30, 26 | -437.63K | 0.10% |
| Ankerstar Wealth, LLC | 332.81K | Jun 30, 26 | +157.77K | 0.09% |
| Melone Private Wealth, LLC | 332.13K | Jun 30, 26 | -93.64K | 0.09% |
| CITIZENS FINANCIAL GROUP INC/RI | 329.80K | Jun 30, 26 | +297.91K | 0.09% |
| Parisi Gray Wealth Management | 329.77K | Jun 30, 26 | +65.70K | 0.09% |
| SFM, LLC | 320.99K | Jun 30, 26 | +136.03K | 0.09% |
| Etesian Wealth Advisors, Inc. | 319.34K | Jun 30, 26 | -41.72K | 0.09% |
| Eaton Financial Holdings Company, LLC | 318.33K | Jun 30, 26 | -5.18K | 0.09% |
| Envision Financial LLC | 317.11K | Jun 30, 26 | +31.71K | 0.09% |
| Napier Financial, LLC | 311.01K | Jun 30, 26 | +15.52K | 0.09% |
| Headland Capital, LLC | 307.82K | Jun 30, 26 | +20.62K | 0.09% |
| Mueller Wealth, LLC | 307.44K | Jun 30, 26 | +22.69K | 0.09% |
| Keebeck Wealth Management, LLC | 304.21K | Jun 30, 26 | +92.23K | 0.09% |
| Modern Wealth Management, LLC | 303.17K | Jun 30, 26 | +1.67K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 302.89K | Jun 30, 26 | -10.85K | 0.09% |
| REGIMEN WEALTH, LLC | 300.14K | Jun 30, 26 | +6.25K | 0.09% |
| Financial Security Advisor, Inc. | 295.63K | Jun 30, 26 | -8.90K | 0.08% |
| Arta Finance Wealth Management LLC | 292.34K | Jun 30, 26 | -20.50K | 0.08% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 280.47K | Jun 30, 26 | +5.30K | 0.08% |
| Permanent Capital Management, LP | 278.78K | Jun 30, 26 | +3.92K | 0.08% |
| Procyon Advisors, LLC | 277.84K | Jun 30, 26 | +15.33K | 0.08% |
| GSB Wealth Management, LLC | 272.04K | Jun 30, 26 | +1.90K | 0.08% |
| Cassia Capital Partners, LLC | 269.16K | Jun 30, 26 | +4.38K | 0.08% |
| MOULTON WEALTH MANAGEMENT, INC | 268.03K | Jun 30, 26 | -187.12K | 0.08% |
| MAI Capital Management | 267.27K | Jun 30, 26 | -25.52K | 0.08% |
| Summit Financial, LLC | 263.37K | Jun 30, 26 | +188.96K | 0.07% |
| BFI Wealth Solutions, LLC | 261.91K | Jun 30, 26 | +134.09K | 0.07% |
| Lauer Wealth, LLC | 260.82K | Jun 30, 26 | +15.94K | 0.07% |
| AXXCESS WEALTH MANAGEMENT, LLC | 260.63K | Jun 30, 26 | +260.63K | 0.07% |
| Intrua Financial, LLC | 260.40K | Jun 30, 26 | -4.66K | 0.07% |
| TCG Advisory Services, LLC | 253.20K | Jun 30, 26 | +81.08K | 0.07% |
| Mosley Wealth Management | 248.65K | Jun 30, 26 | +235.54K | 0.07% |
| Stonekeep Investments, LLC | 244.55K | Jun 30, 26 | -88.32K | 0.07% |
| Mason & Associates Inc | 238.59K | Jun 30, 26 | +79.89K | 0.07% |
| HighPoint Advisor Group LLC | 238.09K | Jun 30, 26 | -1.18K | 0.07% |
| Sanchez Wealth Management Group | 237.19K | Jun 30, 26 | +86.25K | 0.07% |
| Christian Investment Advisors, Inc. | 236.13K | Jun 30, 26 | +5.68K | 0.07% |
| CALTON & ASSOCIATES, INC. | 231.58K | Jun 30, 26 | -38.14K | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 230.74K | Jun 30, 26 | -40.96K | 0.07% |
| Castle Rock Wealth Management, LLC | 226.84K | Jun 30, 26 | -10.09K | 0.06% |
| Baird Financial Group, Inc. | 225.04K | Jun 30, 26 | -47.53K | 0.06% |
| ACORN CREEK CAPITAL LLC | 224.59K | Jun 30, 26 | -14.79K | 0.06% |
| Value Investment Professionals, LLC | 222.19K | Jun 30, 26 | +222.19K | 0.06% |
| Reyes Financial Architecture, Inc. | 217.41K | Jun 30, 26 | -90.09K | 0.06% |
| TECTONIC ADVISORS LLC | 216.47K | Jun 30, 26 | -30.27K | 0.06% |
| Columbia River Financial Group, LLC | 215.07K | Jun 30, 26 | +179.28K | 0.06% |
| Milestone Investment Advisors LLC | 208.79K | Jun 30, 26 | +1.00K | 0.06% |
| WT Wealth Management | 208.24K | Jun 30, 26 | -13.02K | 0.06% |
| Rare Wolf Capital LLC | 208.20K | Jun 30, 26 | -111.76K | 0.06% |
| CAPITAL MANAGEMENT CORP /VA | 207.41K | Jun 30, 26 | +12.16K | 0.06% |
| Highland Investment Advisors LLC | 204.98K | Jun 30, 26 | +204.98K | 0.06% |
| BlackDiamond Wealth Management Inc. | 201.13K | Jun 30, 26 | -96.75K | 0.06% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200.00K | Jun 30, 26 | -- | 0.06% |
| Quantinno Capital Management LP | 194.48K | Jun 30, 26 | +133.48K | 0.06% |
| IFG Advisory, LLC | 194.18K | Jun 30, 26 | +194.18K | 0.06% |
| Prime Capital Investment Advisors, LLC | 192.77K | Jun 30, 26 | +54.20K | 0.05% |
| Allen Capital Group, LLC | 184.33K | Jun 30, 26 | -53.89K | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 180.96K | Jun 30, 26 | -22.10K | 0.05% |
| NVWM, LLC | 176.55K | Jun 30, 26 | -23.21K | 0.05% |
| Guided Capital Wealth Management, LLC | 173.94K | Jun 30, 26 | +70.34K | 0.05% |
| COMPASS FINANCIAL MANAGEMENT LLC | 172.86K | Jun 30, 26 | +172.86K | 0.05% |
| Equitable Holdings, Inc. | 170.51K | Jun 30, 26 | -8.33K | 0.05% |
| Viaable, LLC | 165.81K | Jun 30, 26 | +165.81K | 0.05% |
| Cerity Partners LLC | 165.54K | Jun 30, 26 | +19.08K | 0.05% |
| Belpointe Asset Management LLC | 165.36K | Jun 30, 26 | +19.95K | 0.05% |
| Cartesian Growth Corp | 165.09K | Jun 30, 26 | -- | 0.05% |
| FOUNDERS FINANCIAL SECURITIES LLC | 164.69K | Jun 30, 26 | +20.61K | 0.05% |
| ANDERSON HOAGLAND & CO | 163.90K | Jun 30, 26 | -20.73K | 0.05% |
| Reality Financial Planning Services, LLC | 161.39K | Jun 30, 26 | +18.89K | 0.05% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 153.03K | Jun 30, 26 | -31.81K | 0.04% |
| Laurel Wealth Advisors LLC | 151.88K | Jun 30, 26 | +35 | 0.04% |
| Family Legacy Financial Solutions, LLC | 151.68K | Jun 30, 26 | -59.01K | 0.04% |
| Pallas Capital Advisors LLC | 150.31K | Jun 30, 26 | -126.87K | 0.04% |
| Ares Financial Consulting, LLC | 148.39K | Jun 30, 26 | -8.54K | 0.04% |
| Advisory Services Network, LLC | 147.25K | Jun 30, 26 | +9.03K | 0.04% |
| Goldenstone Wealth Management LLC | 146.94K | Jun 30, 26 | -154.64K | 0.04% |
| INVENIO WEALTH PARTNERS LLC | 146.64K | Jun 30, 26 | -32.33K | 0.04% |
| Fortune Financial Group, Inc. | 144.77K | Jun 30, 26 | -162.98K | 0.04% |
| Wealthfront Advisers LLC | 137.10K | Jun 30, 26 | +1.34K | 0.04% |
| Kingsview Wealth Management, LLC | 136.17K | Jun 30, 26 | -667 | 0.04% |
| Yoder Wealth Management, Inc. | 132.65K | Jun 30, 26 | +36.73K | 0.04% |
| Town Capital LLC | 130.56K | Jun 30, 26 | +8.59K | 0.04% |
| CABOT WEALTH MANAGEMENT INC | 129.85K | Jun 30, 26 | -3.21K | 0.04% |
| Capital Investment Advisory Services, LLC | 127.93K | Jun 30, 26 | -1.76K | 0.04% |
| Warren Street Wealth Advisors, LLC | 127.73K | Jun 30, 26 | +10.92K | 0.04% |
| D.A. DAVIDSON & CO. | 127.42K | Jun 30, 26 | -1.42K | 0.04% |
| Total Clarity Wealth Management, Inc. | 125.47K | Jun 30, 26 | -11.52K | 0.04% |
| GreatBanc Trust CO | 125.35K | Jun 30, 26 | +52.27K | 0.04% |
| Colony Group, LLC | 123.69K | Jun 30, 26 | -27.25K | 0.04% |
| Capital Analysts, LLC | 121.64K | Jun 30, 26 | +13.73K | 0.03% |
| Global Assets Advisory, LLC | 120.60K | Jun 30, 26 | +48.28K | 0.03% |
| Stratos Wealth Partners, LTD. | 117.53K | Jun 30, 26 | -74.91K | 0.03% |
| STEPHENS INC /AR/ | 116.50K | Jun 30, 26 | -44.61K | 0.03% |
| Argo Wealth Advisory, LLC | 116.29K | Jun 30, 26 | +5.19K | 0.03% |
| Elmwood Wealth Management, Inc. | 114.74K | Jun 30, 26 | -40.62K | 0.03% |
| Hobart Private Capital, LLC | 113.48K | Jun 30, 26 | +3.30K | 0.03% |
| Stratos Wealth Advisors, LLC | 111.97K | Jun 30, 26 | +111.97K | 0.03% |
| CITIGROUP INC | 111.53K | Jun 30, 26 | +103.24K | 0.03% |
| Second Line Capital, LLC | 111.44K | Jun 30, 26 | +2.31K | 0.03% |
| CI Private Wealth, LLC | 111.13K | Jun 30, 26 | +69.76K | 0.03% |
| GOLDMAN SACHS GROUP INC | 111.01K | Jun 30, 26 | +111.01K | 0.03% |
| Cypress Capital, LLC | 110.66K | Jun 30, 26 | -3.06K | 0.03% |
| Ameritas Advisory Services, LLC | 107.95K | Jun 30, 26 | +33.07K | 0.03% |
| Independent Wealth Advisors LLC | 102.78K | Jun 30, 26 | -8.75K | 0.03% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 101.96K | Jun 30, 26 | +35.99K | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 101.66K | Jun 30, 26 | -3.40K | 0.03% |
| EXCHANGE TRADED CONCEPTS, LLC | 100.60K | Jun 30, 26 | -4.96K | 0.03% |
| Western Wealth Management, LLC | 97.13K | Jun 30, 26 | +11.53K | 0.03% |
| Andina Capital Management, LLC | 96.97K | Jun 30, 26 | +16.90K | 0.03% |
| MGO ONE SEVEN LLC | 92.45K | Jun 30, 26 | +17.87K | 0.03% |
| CIM, LLC | 92.42K | Jun 30, 26 | +289 | 0.03% |
| Peck Wealth Management, LLC | 90.48K | Jun 30, 26 | +62.96K | 0.03% |
| Vigilare Wealth Management | 89.20K | Jun 30, 26 | -145.55K | 0.03% |
| Conservest Capital Advisors, Inc. | 88.90K | Jun 30, 26 | +25.86K | 0.03% |
| Centennial Bank/AR/ | 88.82K | Jun 30, 26 | +3.93K | 0.03% |
| StoneX Group Inc. | 88.80K | Jun 30, 26 | -9.20K | 0.03% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 87.48K | Jun 30, 26 | +591 | 0.02% |
| Astoria Portfolio Advisors LLC. | 85.26K | Jun 30, 26 | +50.97K | 0.02% |
| Creative Planning | 85.19K | Jun 30, 26 | +37.01K | 0.02% |
| Banco Santander, S.A. | 82.83K | Jun 30, 26 | +57.47K | 0.02% |
| TrustWell Financial Advisors, LLC | 82.36K | Jun 30, 26 | +82.36K | 0.02% |
| F&V Capital Management, LLC | 82.36K | Jun 30, 26 | -33.15K | 0.02% |
| JT Stratford LLC | 80.18K | Jun 30, 26 | +3.23K | 0.02% |
| Ellevest, Inc. | 79.94K | Jun 30, 26 | -10.33K | 0.02% |
| Golden State Wealth Management, LLC | 79.90K | Jun 30, 26 | -730 | 0.02% |
| Curran Financial Partners, LLC | 79.64K | Jun 30, 26 | -8.25K | 0.02% |
| First Financial Group Corp | 79.06K | Jun 30, 26 | -2.57K | 0.02% |
| PINNACLE ASSOCIATES LTD | 78.10K | Jun 30, 26 | -10.42K | 0.02% |
| M Wealth Management, LLC | 76.43K | Jun 30, 26 | -4.90K | 0.02% |
| Geneos Wealth Management Inc. | 75.82K | Jun 30, 26 | -9.35K | 0.02% |
| Pasadena Private Wealth, LLC | 74.33K | Jun 30, 26 | +16.78K | 0.02% |
| Focus Financial Network, Inc. | 74.20K | Jun 30, 26 | -2.64K | 0.02% |
| G&S Capital LLC | 73.73K | Jun 30, 26 | +65.67K | 0.02% |
| NOVEM GROUP | 73.09K | Jun 30, 26 | +9.81K | 0.02% |
| BEACON FINANCIAL GROUP | 72.49K | Jun 30, 26 | -2.24K | 0.02% |
| MATTERN CAPITAL MANAGEMENT, LLC | 72.48K | Jun 30, 26 | +3.77K | 0.02% |
| Bravias Capital Group, LLC | 71.36K | Jun 30, 26 | -825 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 70.65K | Jun 30, 26 | +62.71K | 0.02% |
| Avidian Wealth Solutions, LLC | 70.41K | Jun 30, 26 | -1.82K | 0.02% |
| Charis Legacy Partners, LLC | 69.74K | Jun 30, 26 | -16.73K | 0.02% |
| Janney Montgomery Scott LLC | 69.63K | Jun 30, 26 | +20.14K | 0.02% |
| IFP Advisors, Inc | 68.12K | Jun 30, 26 | -48.28K | 0.02% |
| GARRISON BRADFORD & ASSOCIATES INC | 67.42K | Jun 30, 26 | +31.43K | 0.02% |
| Cascades Capital Asset Management, LLC | 67.22K | Jun 30, 26 | -4.42K | 0.02% |
| Foundations Investment Advisors, LLC | 65.23K | Jun 30, 26 | +54.78K | 0.02% |
| Venturi Wealth Management, LLC | 65.05K | Jun 30, 26 | +65.05K | 0.02% |
| Allworth Financial LP | 65.00K | Jun 30, 26 | +3.41K | 0.02% |
| Vantage Point Financial LLC | 64.10K | Jun 30, 26 | -194.82K | 0.02% |
| Crestwood Advisors Group LLC | 63.58K | Jun 30, 26 | -210 | 0.02% |
| TRUIST FINANCIAL CORP | 63.39K | Jun 30, 26 | +6.29K | 0.02% |
| CreativeOne Wealth, LLC | 63.30K | Jun 30, 26 | +4.25K | 0.02% |
| GatePass Capital, LLC | 63.20K | Jun 30, 26 | -9.80K | 0.02% |
| Ethos Financial Group, LLC | 63.17K | Jun 30, 26 | +1.38K | 0.02% |
| Forefront Wealth Partners, LLC | 62.05K | Jun 30, 26 | +19.14K | 0.02% |
| OPTIMA CAPITAL LLC | 61.43K | Jun 30, 26 | +18.65K | 0.02% |
| OakTrust Wealth Advisors, LLC | 61.27K | Jun 30, 26 | -8.35K | 0.02% |
| Waverly Advisors, LLC | 60.92K | Jun 30, 26 | -4.21K | 0.02% |
| Gateway Wealth Partners, LLC | 60.12K | Jun 30, 26 | -57.80K | 0.02% |
| Beacon Pointe Advisors, LLC | 60.00K | Jun 30, 26 | +60.00K | 0.02% |
| TD Capital Management LLC | 58.03K | Jun 30, 26 | -55.63K | 0.02% |
| Evergreen Wealth Solutions, LLC | 57.98K | Jun 30, 26 | +57.98K | 0.02% |
| DHJJ Financial Advisors, Ltd. | 56.87K | Jun 30, 26 | +35.79K | 0.02% |
| Alpha Zero LLC | 55.16K | Jun 30, 26 | +6.55K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 54.98K | Jun 30, 26 | -4.42K | 0.02% |
| Integrated Wealth Concepts LLC | 54.94K | Jun 30, 26 | -18.75K | 0.02% |
| Brinker Capital Investments, LLC | 54.79K | Jun 30, 26 | +11.98K | 0.02% |
| Strategic Wealth Partners, Ltd. | 53.31K | Jun 30, 26 | +1.95K | 0.02% |
| Smart Money Group LLC | 52.34K | Jun 30, 26 | -4.39K | 0.01% |
| NorthRock Partners, LLC | 52.17K | Jun 30, 26 | -9.24K | 0.01% |
| PFG Advisors | 51.36K | Jun 30, 26 | -1.09K | 0.01% |
| Compass Financial Services Inc | 51.33K | Jun 30, 26 | +12.34K | 0.01% |
| Portland Financial Advisors Inc | 50.97K | Jun 30, 26 | +3.69K | 0.01% |
| Fermata Advisors, LLC | 50.94K | Jun 30, 26 | -3.31K | 0.01% |
| Sankala Group LLC | 50.34K | Jun 30, 26 | -22.54K | 0.01% |
| Transamerica Financial Advisors, Inc. | 50.14K | Jun 30, 26 | -1.50K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 49.79K | Jun 30, 26 | -15.44K | 0.01% |
| SFMG, LLC | 49.34K | Jun 30, 26 | -- | 0.01% |
| Nemes Rush Group LLC | 49.30K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Management Advisory Group, LLC | 49.19K | Jun 30, 26 | -28.77K | 0.01% |
| Fortis Group Advisors, LLC | 48.32K | Jun 30, 26 | -18.16K | 0.01% |
| National Wealth Management Group, LLC | 47.29K | Jun 30, 26 | -1.16K | 0.01% |
| FIFTH THIRD BANCORP | 47.16K | Jun 30, 26 | +8.88K | 0.01% |
| Sowell Financial Services LLC | 46.69K | Jun 30, 26 | -1.91K | 0.01% |
| AE Wealth Management LLC | 46.31K | Jun 30, 26 | +37.46K | 0.01% |
| Aspetuck Financial Management LLC | 45.26K | Jun 30, 26 | -1.30K | 0.01% |
| Kane Co Wealth Management, Inc. | 44.97K | Jun 30, 26 | -29.11K | 0.01% |
| Impact Capital Partners LLC | 43.91K | Jun 30, 26 | +20.73K | 0.01% |
| RFG Advisory, LLC | 43.66K | Jun 30, 26 | -10.47K | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 43.28K | Jun 30, 26 | +10.09K | 0.01% |
| Manhattan West Asset Management, LLC | 42.51K | Jun 30, 26 | -1.99K | 0.01% |
| GTS FINANCIAL, LLC | 42.37K | Jun 30, 26 | -- | 0.01% |
| Legacy Wealth Asset Management, LLC | 42.25K | Jun 30, 26 | +18 | 0.01% |
| Westmount Partners, LLC | 42.21K | Jun 30, 26 | +82 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 41.59K | Jun 30, 26 | -- | 0.01% |
| Vise Technologies, Inc. | 41.58K | Jun 30, 26 | +22.80K | 0.01% |
| Smartleaf Asset Management LLC | 41.43K | Jun 30, 26 | -- | 0.01% |
| COLUMBIA ADVISORY PARTNERS LLC | 41.39K | Jun 30, 26 | +556 | 0.01% |
| LANDAAS & CO /WI /ADV | 41.17K | Jun 30, 26 | +2.00K | 0.01% |
| WESCAP Management Group, Inc. | 40.46K | Jun 30, 26 | +3.27K | 0.01% |
| PARK AVENUE SECURITIES LLC | 40.38K | Jun 30, 26 | +6.94K | 0.01% |
| Atria Investments, Inc | 40.29K | Jun 30, 26 | +9.98K | 0.01% |
| MATHER GROUP, LLC. | 40.08K | Jun 30, 26 | -39.45K | 0.01% |
| Transcendent Capital Group LLC | 39.80K | Jun 30, 26 | -120.53K | 0.01% |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 39.52K | Jun 30, 26 | -853 | 0.01% |
| MIDDLETON & CO INC/MA | 39.33K | Jun 30, 26 | -12.35K | 0.01% |
| DENVER WEALTH MANAGEMENT, INC. | 38.31K | Jun 30, 26 | -1.62K | 0.01% |
| Cypress Capital Group | 37.70K | Jun 30, 26 | +4.61K | 0.01% |
| Optivise Advisory Services LLC | 37.66K | Jun 30, 26 | -69.21K | 0.01% |
| IFS Advisors, LLC | 36.38K | Jun 30, 26 | -2.12K | 0.01% |
| Eagle Strategies LLC | 35.54K | Jun 30, 26 | -1.28K | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | 35.41K | Jun 30, 26 | -379 | 0.01% |
| Avestar Capital, LLC | 34.73K | Jun 30, 26 | +21.97K | 0.01% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 34.00K | Jun 30, 26 | +2.81K | 0.01% |
| Clear Point Advisors Inc. | 33.60K | Jun 30, 26 | +33.60K | 0.01% |
| HF Advisory Group, LLC | 33.56K | Jun 30, 26 | +1.20K | 0.01% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 33.48K | Jun 30, 26 | -15.13K | 0.01% |
| BDFS Capital LLC | 32.33K | Jun 30, 26 | +449 | 0.01% |
| Savant Capital, LLC | 32.09K | Jun 30, 26 | +16.05K | 0.01% |
| GUIDANCE CAPITAL, INC | 32.02K | Jun 30, 26 | +688 | 0.01% |
| Onyx Bridge Wealth Group LLC | 31.60K | Jun 30, 26 | -12.87K | 0.01% |
| Collaborative Wealth Managment Inc. | 31.40K | Jun 30, 26 | +4.57K | 0.01% |
| First Heartland Consultants, Inc. | 30.94K | Jun 30, 26 | +2.20K | 0.01% |
| PRIVATE TRUST CO NA | 30.58K | Jun 30, 26 | -10.40K | 0.01% |
| Fiera Capital Corp | 30.52K | Jun 30, 26 | +30.52K | 0.01% |
| Euro Pacific Asset Management, LLC | 30.47K | Jun 30, 26 | -15.79K | 0.01% |
| PFG Investments, LLC | 30.45K | Jun 30, 26 | -2.65K | 0.01% |
| Integrated Advisors Network LLC | 30.40K | Jun 30, 26 | -1.49K | 0.01% |
| R2 Capital Strategies, LLC | 29.54K | Jun 30, 26 | +29.54K | 0.01% |
| Herold Advisors, Inc. | 29.45K | Jun 30, 26 | -8.12K | 0.01% |
| Pensionmark Financial Group, LLC | 29.19K | Jun 30, 26 | -359 | 0.01% |
| DEFINED WEALTH MANAGEMENT, LLC | 29.18K | Jun 30, 26 | +18.93K | 0.01% |
| Financial Services Advisory Inc | 28.87K | Jun 30, 26 | +20.97K | 0.01% |
| Resurgent Financial Advisors LLC | 28.31K | Jun 30, 26 | -7.96K | 0.01% |
| Sierra Capital LLC | 28.01K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 28.01K | Jun 30, 26 | +11.70K | 0.01% |
| AVAII WEALTH MANAGEMENT, LLC | 27.93K | Jun 30, 26 | -12.34K | 0.01% |
| Authentikos Wealth Advisory, LLC | 27.83K | Jun 30, 26 | -2.77K | 0.01% |
| Atomi Financial Group, Inc. | 27.66K | Jun 30, 26 | -91.84K | 0.01% |
| Berger Financial Group, Inc | 27.56K | Jun 30, 26 | -548 | 0.01% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 27.50K | Jun 30, 26 | +816 | 0.01% |
| Ascent Advisors, LLC | 27.47K | Jun 30, 26 | +27.47K | 0.01% |
| Vericrest Private Wealth | 27.41K | Jun 30, 26 | +2.94K | 0.01% |
| Comprehensive Financial Consultants Institutional, Inc. | 27.27K | Jun 30, 26 | +1.95K | 0.01% |
| EverSource Wealth Advisors, LLC | 27.26K | Jun 30, 26 | +19.78K | 0.01% |
| Strategic Blueprint, LLC | 27.14K | Jun 30, 26 | +8.75K | 0.01% |
| Comprehensive Money Management Services LLC | 26.77K | Jun 30, 26 | -25.11K | 0.01% |
| SAX WEALTH ADVISORS, LLC | 26.57K | Jun 30, 26 | +1.25K | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 26.53K | Jun 30, 26 | +2.67K | 0.01% |
| Gotham Asset Management, LLC | 26.34K | Jun 30, 26 | -- | 0.01% |
| Activest Wealth Management | 26.03K | Jun 30, 26 | -57.18K | 0.01% |
| NBC SECURITIES, INC. | 26.00K | Jun 30, 26 | -477 | 0.01% |
| LaSalle St. Investment Advisors, LLC | 25.96K | Jun 30, 26 | +8.11K | 0.01% |
| Quartz Partners, LLC | 25.18K | Jun 30, 26 | +8.12K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 25.16K | Jun 30, 26 | -426 | 0.01% |
| Sovereign Financial Group, Inc. | 24.76K | Jun 30, 26 | -- | 0.01% |
| Ruggiero Investments, Inc. | 24.58K | Jun 30, 26 | +24.58K | 0.01% |
| Brookstone Capital Management | 24.49K | Jun 30, 26 | +24.49K | 0.01% |
| MKT Advisors LLC | 24.40K | Jun 30, 26 | -613 | 0.01% |
| Advisory Solutions Group, LLC | 24.32K | Jun 30, 26 | +24.32K | 0.01% |
| Prestige Wealth Management Group LLC | 24.26K | Jun 30, 26 | +4.74K | 0.01% |
| LWM Advisory Services, LLC | 24.15K | Jun 30, 26 | -83.32K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 24.15K | Jun 30, 26 | -1.07K | 0.01% |
| OneAscent Wealth Management LLC | 23.97K | Jun 30, 26 | +810 | 0.01% |
| XY Planning Network, Inc. | 23.62K | Jun 30, 26 | +304 | 0.01% |
| Friedenthal Financial | 23.48K | Jun 30, 26 | -84.58K | 0.01% |
| Watchman Group, Inc. | 23.34K | Jun 30, 26 | -4.49K | 0.01% |
| Cravens & Co Advisors, LLC | 23.28K | Jun 30, 26 | -139 | 0.01% |
| PeakShares LLC | 23.25K | Jun 30, 26 | +23.25K | 0.01% |
| North Forty Two & Co. | 23.04K | Jun 30, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 22.90K | Jun 30, 26 | +4.73K | 0.01% |
| VICUS CAPITAL | 22.85K | Jun 30, 26 | +1.45K | 0.01% |
| Segment Wealth Management, LLC | 22.70K | Jun 30, 26 | +2.03K | 0.01% |
| CONTINUUM WEALTH ADVISORS, LLC | 22.58K | Jun 30, 26 | -488 | 0.01% |
| Texas Capital Bank Wealth Management Services Inc | 22.00K | Jun 30, 26 | +186 | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 21.93K | Jun 30, 26 | +249 | 0.01% |
| Keating Financial Advisory Services, Inc. | 21.89K | Jun 30, 26 | -2.62K | 0.01% |
| ARK & TLK INVESTMENTS, LLC | 21.55K | Jun 30, 26 | +5.37K | 0.01% |
| EP Wealth Advisors, LLC | 21.43K | Jun 30, 26 | +1.25K | 0.01% |
| Adalta Capital Management LLC | 21.39K | Jun 30, 26 | +11.90K | 0.01% |
| CAMBIAR INVESTORS LLC | 20.90K | Jun 30, 26 | +1.63K | 0.01% |
| Bernardo Wealth Planning LLC | 20.86K | Jun 30, 26 | -2.94K | 0.01% |
| SHEETS SMITH WEALTH MANAGEMENT | 20.70K | Jun 30, 26 | +4.08K | 0.01% |
| NWAM LLC | 20.62K | Jun 30, 26 | -32.12K | 0.01% |
| NORTHERN TRUST CORP | 20.62K | Jun 30, 26 | -1.48K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 20.05K | Jun 30, 26 | -6.09K | 0.01% |
| Addison Advisors LLC | 19.55K | Jun 30, 26 | -40.27K | 0.01% |
| ASL Financial, LLC | 19.29K | Jun 30, 26 | -100 | 0.01% |
| Fiduciary Alliance LLC | 19.10K | Jun 30, 26 | -350 | 0.01% |
| Krilogy Financial LLC | 19.01K | Jun 30, 26 | +10.29K | 0.01% |
| Mutual Advisors, LLC | 18.81K | Jun 30, 26 | +4.47K | 0.01% |
| WEDBUSH SECURITIES INC | 18.79K | Jun 30, 26 | -2.08K | 0.01% |
| KICKSTAND VENTURES, LLC. | 18.37K | Jun 30, 26 | +854 | 0.01% |
| Almanack Investment Partners, LLC. | 18.34K | Jun 30, 26 | -310 | 0.01% |
| FLAGSTAR ADVISORS INC. | 18.16K | Jun 30, 26 | +140 | 0.01% |
| Turtle Creek Wealth Advisors, LLC | 18.01K | Jun 30, 26 | -- | 0.01% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 18.00K | Jun 30, 26 | -- | 0.01% |
| Apollon Wealth Management, LLC | 17.71K | Jun 30, 26 | +1 | 0.01% |
| Retireful, LLC | 17.57K | Jun 30, 26 | -2.93K | 0.00% |
| National Philanthropic Trust | 17.40K | Jun 30, 26 | +134 | 0.00% |
| Moors & Cabot, Inc. | 17.15K | Jun 30, 26 | -172 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 16.21K | Jun 30, 26 | +16.21K | 0.00% |
| Betterment LLC | 16.02K | Jun 30, 26 | +9.69K | 0.00% |
| Simplicity Wealth,LLC | 15.65K | Jun 30, 26 | +4.54K | 0.00% |
| VestGen Advisors, LLC | 15.59K | Jun 30, 26 | +1.71K | 0.00% |
| Hamilton Wealth, LLC | 15.56K | Jun 30, 26 | -306.24K | 0.00% |
| GFS Advisors, LLC | 15.24K | Jun 30, 26 | -- | 0.00% |
| OneAscent Financial Services LLC | 15.10K | Jun 30, 26 | -164 | 0.00% |
| Opus Financial Solutions LLC | 15.00K | Jun 30, 26 | +2.30K | 0.00% |
| MONEY CONCEPTS CAPITAL CORP | 14.99K | Jun 30, 26 | -48.09K | 0.00% |
| OPPENHEIMER & CO INC | 14.85K | Jun 30, 26 | +6.18K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14.75K | Jun 30, 26 | -1.94K | 0.00% |
| Sequoia Financial Advisors, LLC | 14.66K | Jun 30, 26 | +3.77K | 0.00% |
| JANE STREET GROUP, LLC | 14.62K | Jun 30, 26 | +14.62K | 0.00% |
| Buckingham Strategic Partners | 14.54K | Jun 30, 26 | -4.06K | 0.00% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 14.41K | Jun 30, 26 | -- | 0.00% |
| First PREMIER Bank | 14.37K | Jun 30, 26 | -2.09K | 0.00% |
| Archer Investment Corp | 14.28K | Jun 30, 26 | +591 | 0.00% |
| Blue Rock Wealth Management LLC | 14.26K | Jun 30, 26 | -3.10K | 0.00% |
| Fortis Capital Advisors, LLC | 14.17K | Jun 30, 26 | -854 | 0.00% |
| Magnus Financial Group LLC | 14.17K | Jun 30, 26 | -5.34K | 0.00% |
| IEQ CAPITAL, LLC | 14.13K | Jun 30, 26 | +6.93K | 0.00% |
| UMB Bank, n.a. | 13.96K | Jun 30, 26 | -2.39K | 0.00% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 13.86K | Jun 30, 26 | -321 | 0.00% |
| GenWealth Group, Inc. | 13.50K | Jun 30, 26 | -589 | 0.00% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.14K | Jun 30, 26 | -771 | 0.00% |
| Convergence Financial, LLC | 12.93K | Jun 30, 26 | +12.93K | 0.00% |
| Demars Financial Group, LLC | 12.68K | Jun 30, 26 | +12.68K | 0.00% |
| Trek Financial, LLC | 12.56K | Jun 30, 26 | -373 | 0.00% |
| Northern Financial Advisors Inc | 12.44K | Jun 30, 26 | +12.44K | 0.00% |
| Lido Advisors, LLC | 12.32K | Jun 30, 26 | -882.16K | 0.00% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.14K | Jun 30, 26 | +30 | 0.00% |
| Snowden Capital Advisors LLC | 12.04K | Jun 30, 26 | +907 | 0.00% |
| Capital Advisors, Ltd. LLC | 11.81K | Jun 30, 26 | -617 | 0.00% |
| J.W. COLE ADVISORS, INC. | 11.75K | Jun 30, 26 | -2.26K | 0.00% |
| NewSquare Capital LLC | 11.74K | Jun 30, 26 | +243 | 0.00% |
| Root Financial Partners, LLC | 11.74K | Jun 30, 26 | -66 | 0.00% |
| Signal Advisors Wealth, LLC | 11.66K | Jun 30, 26 | +6.32K | 0.00% |
| Bank of Marin | 11.52K | Jun 30, 26 | -6.65K | 0.00% |
| Financial & Tax Architects, LLC | 11.34K | Jun 30, 26 | +4.94K | 0.00% |
| Advisor Resource Council | 11.30K | Jun 30, 26 | -400 | 0.00% |
| Core Wealth Partners LLC | 11.23K | Jun 30, 26 | -1.66K | 0.00% |
| RETIREMENT CAPITAL STRATEGIES | 11.16K | Jun 30, 26 | -101.24K | 0.00% |
| TopTier Wealth Management, LLC | 11.15K | Jun 30, 26 | -625 | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11.07K | Jun 30, 26 | +5.26K | 0.00% |
| Diversify Advisory Services, LLC | 11.07K | Jun 30, 26 | +11.07K | 0.00% |
| VERUS CAPITAL PARTNERS, LLC | 11.04K | Jun 30, 26 | -314 | 0.00% |
| Summa Corp. | 11.03K | Jun 30, 26 | +6.94K | 0.00% |
| CGN Advisors LLC | 10.89K | Jun 30, 26 | -20 | 0.00% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.66K | Jun 30, 26 | -64.35K | 0.00% |
| Professional Financial Advisors, LLC | 10.51K | Jun 30, 26 | -781 | 0.00% |
| Sovran Advisors, LLC | 10.23K | Jun 30, 26 | +5.28K | 0.00% |
| Cascade Investment Advisors, Inc. | 10.22K | Jun 30, 26 | +1.71K | 0.00% |
| Robertson Stephens Wealth Management, LLC | 10.21K | Jun 30, 26 | -16.78K | 0.00% |
| Insight Wealth Strategies, LLC | 10.11K | Jun 30, 26 | +10.11K | 0.00% |
| BRIGHTON JONES LLC | 10.06K | Jun 30, 26 | -455 | 0.00% |
| RPS ADVISORY SOLUTIONS LLC | 10.04K | Jun 30, 26 | +3.80K | 0.00% |
| ADAR1 Capital Management, LLC | 10.00K | Jun 30, 26 | -- | 0.00% |
| PRUDENT INVESTORS NETWORK, INC. | 9.94K | Jun 30, 26 | -- | 0.00% |
| EVERETT HARRIS & CO /CA/ | 9.90K | Jun 30, 26 | -3.80K | 0.00% |
| Roundview Capital LLC | 9.90K | Jun 30, 26 | -- | 0.00% |
| Park Edge Advisors, LLC | 9.88K | Jun 30, 26 | +9.88K | 0.00% |
| Wealth Management Associates, Inc. | 9.68K | Jun 30, 26 | +10 | 0.00% |
| Essex Financial Services, Inc. | 9.68K | Jun 30, 26 | -- | 0.00% |
| Midwest Financial Network, LLC | 9.49K | Jun 30, 26 | -1.59K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9.35K | Jun 30, 26 | -595 | 0.00% |
| Trademark Financial Management, LLC | 9.29K | Jun 30, 26 | +2.19K | 0.00% |
| 17 CAPITAL PARTNERS, LLC | 9.20K | Jun 30, 26 | -894 | 0.00% |
| Fidelis Capital Partners, LLC | 9.04K | Jun 30, 26 | -- | 0.00% |
| AlphaStar Capital Management, LLC | 8.96K | Jun 30, 26 | -3.10K | 0.00% |
| Evernest Financial Advisors, LLC | 8.87K | Jun 30, 26 | -43 | 0.00% |
| Bristlecone Value Partners, LLC | 8.68K | Jun 30, 26 | +1.91K | 0.00% |
| Pathstone Holdings, LLC | 8.49K | Jun 30, 26 | -7.14K | 0.00% |
| Acumen Wealth Advisors, LLC | 8.46K | Jun 30, 26 | -12.08K | 0.00% |
| Strategic Financial Concepts, LLC | 8.46K | Jun 30, 26 | -46.29K | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 8.41K | Jun 30, 26 | -- | 0.00% |
| Advyzon Investment Management, LLC | 8.28K | Jun 30, 26 | +8.28K | 0.00% |
| FMR LLC | 8.26K | Jun 30, 26 | +6.56K | 0.00% |
| W.H. Cornerstone Investments Inc. | 8.18K | Jun 30, 26 | +8.18K | 0.00% |
| Triad Wealth Partners, LLC | 8.14K | Jun 30, 26 | -15.93K | 0.00% |
| WealthPoint Financial, LLC | 8.06K | Jun 30, 26 | +272 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 8.01K | Jun 30, 26 | +154 | 0.00% |
| MRWM Advisors, LLC | 8.01K | Jun 30, 26 | -398 | 0.00% |
| Heck Capital Advisors, LLC | 7.94K | Jun 30, 26 | -- | 0.00% |
| Dynamic Advisor Solutions LLC | 7.81K | Jun 30, 26 | -114 | 0.00% |
| Whalen Wealth Management Inc. | 7.78K | Jun 30, 26 | -45.54K | 0.00% |
| Annex Advisory Services, LLC | 7.68K | Jun 30, 26 | -3.11K | 0.00% |
| ZEGA Investments, LLC | 7.19K | Jun 30, 26 | +50 | 0.00% |
| Financial Engines Advisors L.L.C. | 6.70K | Jun 30, 26 | +6.70K | 0.00% |
| CogentBlue Wealth Advisors, LLC | 6.66K | Jun 30, 26 | +6.66K | 0.00% |
| Guardian Asset Advisors, LLC | 6.56K | Jun 30, 26 | +6.56K | 0.00% |
| MTM Investment Management, LLC | 6.43K | Jun 30, 26 | -597 | 0.00% |
| Harbour Capital Advisors, LLC | 6.40K | Jun 30, 26 | -- | 0.00% |
| LifeWealth Investments, LLC | 6.36K | Jun 30, 26 | -1.86K | 0.00% |
| Miracle Mile Advisors, LLC | 6.30K | Jun 30, 26 | +6.30K | 0.00% |
| Ronald Blue Trust, Inc. | 6.02K | Jun 30, 26 | +2.22K | 0.00% |
| Ballast Rock Private Wealth LLC | 6.00K | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 5.88K | Jun 30, 26 | +2.91K | 0.00% |
| GUGGENHEIM CAPITAL LLC | 5.77K | Jun 30, 26 | -3.79K | 0.00% |
| Cypress Wealth Services, LLC | 5.72K | Jun 30, 26 | -5.56K | 0.00% |
| MAINSAIL ASSET MANAGEMENT, LLC | 5.70K | Jun 30, 26 | +1.61K | 0.00% |
| PATTON ALBERTSON MILLER GROUP, LLC | 5.60K | Jun 30, 26 | -400 | 0.00% |
| Frontier Asset Management, LLC | 5.54K | Jun 30, 26 | +65 | 0.00% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 5.44K | Jun 30, 26 | -734 | 0.00% |
| Apella Capital, LLC | 5.43K | Jun 30, 26 | -794 | 0.00% |
| Weaver Consulting Group | 5.43K | Jun 30, 26 | -5.54K | 0.00% |
| Barnes Wealth Management Group, Inc | 5.40K | Jun 30, 26 | +61 | 0.00% |
| LUTS & GREENLEIGH GROUP, INC | 5.40K | Jun 30, 26 | -- | 0.00% |
| VERITY Wealth Advisors | 5.27K | Jun 30, 26 | -- | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 5.24K | Jun 30, 26 | -136 | 0.00% |
| Argent Trust Co | 5.18K | Jun 30, 26 | +5.18K | 0.00% |
| Altus Wealth Group LLC | 5.05K | Jun 30, 26 | -660 | 0.00% |
| SIMON QUICK ADVISORS, LLC | 5.03K | Jun 30, 26 | +5.03K | 0.00% |
| BALDWIN BROTHERS LLC/MA | 5.01K | Jun 30, 26 | -- | 0.00% |
| L & S Advisors Inc | 5.00K | Jun 30, 26 | -- | 0.00% |
| Perigon Wealth Management, LLC | 4.99K | Jun 30, 26 | +4.99K | 0.00% |
| Portside Wealth Group, LLC | 4.96K | Jun 30, 26 | +4.96K | 0.00% |
| QUANTIFY CHAOS ADVISORS, LLC | 4.89K | Jun 30, 26 | -356 | 0.00% |
| Savvy Advisors, Inc. | 4.86K | Jun 30, 26 | +4.86K | 0.00% |
| SAGE PRIVATE WEALTH GROUP, LLC | 4.78K | Jun 30, 26 | +22 | 0.00% |
| Embree Financial Group | 4.70K | Jun 30, 26 | -867 | 0.00% |
| DeLarme Wealth Management, Inc. | 4.70K | Jun 30, 26 | -- | 0.00% |
| Alessandra Capital Management, LLC | 4.70K | Jun 30, 26 | -500 | 0.00% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 4.65K | Jun 30, 26 | -4.05K | 0.00% |
| Walkner Condon Financial Advisors LLC | 4.63K | Jun 30, 26 | -- | 0.00% |
| Valtinson Bruner Financial Planning LLC | 4.57K | Jun 30, 26 | -- | 0.00% |
| DORVAL Corp | 4.39K | Jun 30, 26 | +14 | 0.00% |
| Vilga Financial Planning LLC | 4.38K | Jun 30, 26 | -- | 0.00% |
| January Capital Advisors LLC | 4.35K | Jun 30, 26 | -- | 0.00% |
| PRAIRIE ADVISORY, LLC | 4.30K | Jun 30, 26 | +4.30K | 0.00% |
| HFG Advisors, Inc. | 4.26K | Jun 30, 26 | +22 | 0.00% |
| VisionPoint Advisory Group, LLC | 4.23K | Jun 30, 26 | -724 | 0.00% |
| Nvest Wealth Strategies, Inc. | 4.19K | Jun 30, 26 | +1.28K | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 4.16K | Jun 30, 26 | -725 | 0.00% |
| Chicago Partners Investment Group LLC | 4.02K | Jun 30, 26 | +4.02K | 0.00% |
| Tortoise Investment Management, LLC | 4.00K | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 3.70K | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 3.17K | Jun 30, 26 | -259 | 0.00% |
| Main Management LLC | 2.81K | Jun 30, 26 | +24 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.50K | Jun 30, 26 | -506 | 0.00% |
| Founders Financial Alliance, LLC | 2.48K | Jun 30, 26 | -27.09K | 0.00% |
| CENTRAL TRUST Co | 2.42K | Jun 30, 26 | +425 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 2.38K | Jun 30, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 2.12K | Jun 30, 26 | -462 | 0.00% |
| SHP Wealth Management | 2.05K | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 2.04K | Jun 30, 26 | -929 | 0.00% |
| US BANCORP \DE\ | 2.04K | Jun 30, 26 | -68 | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.80K | Jun 30, 26 | +1.31K | 0.00% |
| EPG Wealth Management LLC | 1.71K | Jun 30, 26 | +16 | 0.00% |
| Allied Private Wealth LLC | 1.53K | Jun 30, 26 | +1.53K | 0.00% |
| Russell Investments Group, Ltd. | 1.51K | Jun 30, 26 | +1.51K | 0.00% |
| Spire Wealth Management | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| CoreCap Advisors, LLC | 1.29K | Jun 30, 26 | -199 | 0.00% |
| FIRST HORIZON CORP | 1.25K | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 1.25K | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 1.20K | Jun 30, 26 | -- | 0.00% |
| NBH Bank | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| Caldwell Trust Co | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| BlackRock, Inc. | 1.07K | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 1.05K | Jun 30, 26 | -22 | 0.00% |
| Plante Moran Financial Advisors, LLC | 923 | Jun 30, 26 | +923 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 914 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 902 | Jun 30, 26 | -21.78K | 0.00% |
| JPL Wealth Management, LLC | 631 | Jun 30, 26 | +631 | 0.00% |
| Atlantic Union Bankshares Corp | 630 | Jun 30, 26 | +35 | 0.00% |
| Fairman Group, LLC | 590 | Jun 30, 26 | +590 | 0.00% |
| INVESTMENT COUNSEL CO OF NEVADA | 579 | Jun 30, 26 | +579 | 0.00% |
| Luminist Capital LLC | 568 | Jun 30, 26 | +568 | 0.00% |
| Chung Wu Investment Group, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 455 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 388 | Jun 30, 26 | +2 | 0.00% |
| Kingdom Financial Group LLC. | 368 | Jun 30, 26 | -2.55K | 0.00% |
| Vermillion Wealth Management, Inc. | 338 | Jun 30, 26 | +3 | 0.00% |
| Covestor Ltd | 328 | Jun 30, 26 | +28 | 0.00% |
| GHP Investment Advisors, Inc. | 318 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 306 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 300 | Jun 30, 26 | +133 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 300 | Jun 30, 26 | -- | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 282 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 250 | Jun 30, 26 | +250 | 0.00% |
| Tidemark, LLC | 249 | Jun 30, 26 | +1 | 0.00% |
| Key Capital Management, INC | 226 | Jun 30, 26 | +226 | 0.00% |
| Davis Capital Management | 195 | Jun 30, 26 | +195 | 0.00% |
| Trust Co | 176 | Jun 30, 26 | +176 | 0.00% |
| Buck Wealth Strategies, LLC | 175 | Jun 30, 26 | +175 | 0.00% |
| Silver Grove Financial Group, Inc. | 149 | Jun 30, 26 | +149 | 0.00% |
| SRS Capital Advisors, Inc. | 148 | Jun 30, 26 | +1 | 0.00% |
| SouthState Corp | 141 | Jun 30, 26 | +141 | 0.00% |
| Bernard Wealth Management Corp. | 134 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 133 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 132 | Jun 30, 26 | -355 | 0.00% |
| CVA Family Office, LLC | 125 | Jun 30, 26 | -90 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 122 | Jun 30, 26 | +101 | 0.00% |
| Newbridge Financial Services Group, Inc. | 119 | Jun 30, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 110 | Jun 30, 26 | +40 | 0.00% |
| TSFG, LLC | 103 | Jun 30, 26 | -31 | 0.00% |
| Cherry Tree Wealth Management, LLC | 99 | Jun 30, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 88 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 85 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 75 | Jun 30, 26 | -425 | 0.00% |
| Oakworth Capital, Inc. | 69 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 56 | Jun 30, 26 | -- | 0.00% |
| WELLINGTON-ALTUS USA INC. | 54 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 45 | Jun 30, 26 | +5 | 0.00% |
| Parallel Advisors, LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 40 | Jun 30, 26 | +40 | 0.00% |
| Main Street Group, LTD | 37 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 14 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 13 | Jun 30, 26 | -29 | 0.00% |
| MCF Advisors LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Spurstone Advisory Services, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 10 | Jun 30, 26 | +10 | 0.00% |
| Rossby Financial, LCC | 1 | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -229 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -455 | -- |
| Prospera Financial Services Inc | -- | Jun 30, 26 | -5.10K | -- |
| Greenwich Wealth Management LLC | -- | Jun 30, 26 | -111.28K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -2.92K | -- |
| Integrity Investment Advisors, LLC | -- | Jun 30, 26 | -15.03K | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -4.16K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -1.52K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -25.52K | -- |
| Wealthquest Corp | -- | Jun 30, 26 | -5.96K | -- |
| Daviman Financial, LLC | -- | Jun 30, 26 | -122.97K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -59 | -- |
| Keystone Financial Group | -- | Jun 30, 26 | -4.90K | -- |
| JAMES INVESTMENT RESEARCH INC | -- | Jun 30, 26 | -24.61K | -- |
| Elevation Capital Advisory, LLC | -- | Jun 30, 26 | -20.21K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -6.63K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -1.40K | -- |
| Frankly Finances, LLC | -- | Jun 30, 26 | -980 | -- |
| Capital Advisor Network LLC | -- | Jun 30, 26 | -734 | -- |
| Edgestream Partners, L.P. | -- | Jun 30, 26 | -88.73K | -- |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | -- | Jun 30, 26 | -580 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -214.73K | -- |
| Investment Advisory Services Group LLC | -- | Jun 30, 26 | -5.86K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -258.35K | -- |
| Independent Wealth Network Inc. | -- | Jun 30, 26 | -8.36K | -- |
| FLORIDA FINANCIAL ADVISORS, LLC | -- | Jun 30, 26 | -7.74K | -- |
| Transce3nd, LLC | -- | Jun 30, 26 | -474 | -- |
| Blueprint Investment Partners LLC | -- | Jun 30, 26 | -10.92K | -- |
| Prota Financial, LLC | -- | Jun 30, 26 | -3.99K | -- |
| MASSMUTUAL TRUST CO FSB/ADV | -- | Jun 30, 26 | -1.70K | -- |
| Goldstone Financial Group, LLC | -- | Jun 30, 26 | -4.34K | -- |
| Spartan Planning & Wealth Management | -- | Jun 30, 26 | -10.92K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -17.55K | -- |
| Smithfield Trust Co | -- | Jun 30, 26 | -874 | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -8 | -- |
| MRA Advisory Group | -- | Jun 30, 26 | -4.79K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -2.95K | -- |
| LFG Wealth Partners, LLC | -- | Jun 30, 26 | -3.98K | -- |
| CAPITAL PERFORMANCE ADVISORS LLP | -- | Jun 30, 26 | -4.17K | -- |
| Physician Wealth Advisors, Inc. | -- | Jun 30, 26 | -620 | -- |
| PRIVATE MANAGEMENT GROUP INC | -- | Jun 30, 26 | -12.73K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -160 | -- |
| Roble, Belko & Company, Inc | -- | Jun 30, 26 | -21 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -769.82K | -- |
| Capital Planning Advisors, LLC | 807.60K | Mar 31, 26 | +166.39K | 0.23% |
| Catalina Capital Group, LLC | 359.26K | Mar 31, 26 | -14.70K | 0.10% |
| Leo Wealth, LLC | 344.16K | Mar 31, 26 | -110.97K | 0.10% |
| CWM, LLC | 312.64K | Mar 31, 26 | -62.82K | 0.09% |
| Bedell Frazier Investment Counseling, LLC | 39.19K | Mar 31, 26 | +3.20K | 0.01% |
| INTEGRITY WEALTH ADVISORS, INC. | 20.60K | Mar 31, 26 | -557 | 0.01% |
| Jaffetilchin Investment Partners, LLC | 18.32K | Mar 31, 26 | +146 | 0.01% |
| GM Advisory Group, Inc. | 12.69K | Mar 31, 26 | +5.62K | 0.00% |
| LIFE LINE WEALTH MANAGEMENT LLC | 12.37K | Mar 31, 26 | +110 | 0.00% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 11.33K | Mar 31, 26 | +804 | 0.00% |
| Bank of Jackson Hole Trust | 1.20K | Mar 31, 26 | -- | 0.00% |
| Brown Financial Advisory | -- | Mar 31, 26 | -4.13K | -- |
| ORG Partners LLC | 153.99K | Dec 31, 25 | +37.17K | 0.04% |
| COMERICA BANK | 43.39K | Dec 31, 25 | -1.29K | 0.01% |
| GPS Wealth Strategies Group, LLC | 31.00K | Dec 31, 25 | -32.59K | 0.01% |
| REDMONT WEALTH ADVISORS LLC | 436 | Dec 31, 25 | -99 | 0.00% |
| CIBC Private Wealth Group, LLC | 228 | Dec 31, 25 | +228 | 0.00% |
| SPC Financial, Inc. | 784.70K | Sep 30, 25 | -170.81K | 0.22% |
| FIRST NATIONAL CORP /MA/ /ADV | 516.22K | Sep 30, 25 | +16.47K | 0.15% |
| Apexium Financial, LP | 233.71K | Sep 30, 25 | -11.40K | 0.07% |
| Fortress Wealth Management, Inc. | 134.07K | Sep 30, 25 | +3.76K | 0.04% |
| PALO ALTO WEALTH ADVISORS, LLC | 128.58K | Sep 30, 25 | -18.10K | 0.04% |
| Bristlecone Advisors, LLC | 113.31K | Sep 30, 25 | -55.37K | 0.03% |
| Moloney Securities Asset Management, LLC | 81.33K | Sep 30, 25 | -2.48K | 0.02% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 50.59K | Sep 30, 25 | +1.02K | 0.01% |
| NAPA WEALTH MANAGEMENT | 49.36K | Sep 30, 25 | -126.10K | 0.01% |
| L.M. KOHN & COMPANY | 4.12K | Sep 30, 25 | -81.13K | 0.00% |
| Guerra Advisors Inc | 38 | Sep 30, 25 | +38 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -38.79K | -- |
| Vishria Bird Financial Group, LLC | -- | Sep 30, 25 | -43.22K | -- |
| 1858 WEALTH MANAGEMENT, LLC | -- | Sep 30, 25 | -60.87K | -- |
| Blue Investment Partners LLC | 373.48K | Jun 30, 25 | +98.70K | 0.11% |
| Atria Wealth Solutions, Inc. | 210.15K | Jun 30, 25 | -170.17K | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 113.75K | Jun 30, 25 | -38.77K | 0.03% |
| BIP Alliance, LLC | 20.82K | Jun 30, 25 | -31.52K | 0.01% |
| FUTURE YOU WEALTH LLC | 16.33K | Jun 30, 25 | +16.33K | 0.00% |
| Good Life Advisors, LLC | 6.50K | Jun 30, 25 | +936 | 0.00% |
| Legacy Investment Solutions, LLC | 2.91K | Jun 30, 25 | +2.91K | 0.00% |
| Capital A Wealth Management, LLC | 1.93K | Jun 30, 25 | +1.93K | 0.00% |
| First Horizon Advisors, Inc. | 1.25K | Jun 30, 25 | -- | 0.00% |
| Smith Anglin Financial, LLC | -- | Jun 30, 25 | -19.82K | -- |
| Iron Horse Wealth Management, LLC | -- | Jun 30, 25 | -133 | -- |
| US FINANCIAL ADVISORS, LLC | 167.47K | Mar 31, 25 | +46.94K | 0.05% |
| Orion Portfolio Solutions, LLC | 69.87K | Mar 31, 25 | +8.16K | 0.02% |
| Grant/GrossMendelsohn, LLC | 47.11K | Mar 31, 25 | +898 | 0.01% |
| Transform Wealth, LLC | 11.24K | Mar 31, 25 | -- | 0.00% |
| Cyrus J. Lawrence, LLC | -- | Mar 31, 25 | -837 | -- |
| Lindbrook Capital, LLC | -- | Mar 31, 25 | -15.50K | -- |
| Kiely Wealth Advisory Group, Inc. | 872.13K | Dec 31, 24 | -87.17K | 0.25% |
| Private Portfolio Partners LLC | 75.53K | Dec 31, 24 | -2.29K | 0.02% |
| SignalPoint Asset Management, LLC | 7.66K | Dec 31, 24 | -4.73K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -802 | -- |
| RAYMOND JAMES & ASSOCIATES | 2.83M | Sep 30, 24 | +118.52K | 0.80% |
| Raymond James Financial Services Advisors, Inc. | 2.59M | Sep 30, 24 | +310.79K | 0.73% |
| Titan Capital Management, LLC /TX | 243.24K | Sep 30, 24 | -2.90K | 0.07% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 169.67K | Sep 30, 24 | +13.81K | 0.05% |
| American Planning Services, Inc. | 102.32K | Sep 30, 24 | -6.08K | 0.03% |
| Axiom Advisory, LLC | 27.65K | Sep 30, 24 | -866 | 0.01% |
| RAYMOND JAMES TRUST N.A. | 14.47K | Sep 30, 24 | +8.36K | 0.00% |
| Peterson Financial Group, Inc. | 5.62K | Sep 30, 24 | +123 | 0.00% |
| Zega Financial, LLC | 4.98K | Sep 30, 24 | +4.98K | 0.00% |
| VitalStone Financial, LLC | 4.21K | Sep 30, 24 | +85 | 0.00% |
| Financial Planning & Information Services, Inc. | -- | Sep 30, 24 | -5.04K | -- |
| Alera Investment Advisors, LLC | -- | Sep 30, 24 | -8.22K | -- |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -188 | -- |
| Private Wealth Strategies, L.L.C. | 1.43M | Jun 30, 24 | +34.40K | 0.41% |
| BlackRock Inc. | 883.21K | Jun 30, 24 | +883.02K | 0.25% |
| Clear Rock Advisors, LLC | 292.01K | Jun 30, 24 | -64.48K | 0.08% |
| TMD Wealth Management, LLC | 101.81K | Jun 30, 24 | -28.40K | 0.03% |
| Private Ocean, LLC | 9.99K | Jun 30, 24 | +9.99K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 479 | Jun 30, 24 | +64 | 0.00% |
| Knowledge Leaders Capital, LLC | -- | Jun 30, 24 | -64.90K | -- |
| Cetera Advisor Networks LLC | 894.62K | Mar 31, 24 | +397.45K | 0.25% |
| Cetera Advisors LLC | 813.39K | Mar 31, 24 | +571.54K | 0.23% |
| FOCUS FINANCIAL NETWORK INC /ADV | 127.06K | Dec 31, 23 | +127.06K | 0.04% |
| StrategIQ Financial Group, LLC | 70.04K | Dec 31, 23 | +1.16K | 0.02% |
| WEALTHSOURCE PARTNERS, LLC | 48.75K | Dec 31, 23 | +18.09K | 0.01% |
| DB Wealth Management Group, LLC | 45.19K | Dec 31, 23 | -10.41K | 0.01% |
| Bridgeworth, LLC | 35.86K | Dec 31, 23 | -1.89K | 0.01% |
| DFPG INVESTMENTS, LLC | -- | Dec 31, 23 | -8.58K | -- |
| EisnerAmper Wealth Management Corporate Benefits, LLC | -- | Dec 31, 23 | -70.37K | -- |
| MADISON WEALTH MANAGEMENT | 445.72K | Sep 30, 23 | +14.89K | 0.13% |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 241.81K | Sep 30, 23 | +9.45K | 0.07% |
| Steward Financial Group LLC | 62.82K | Sep 30, 23 | +62.82K | 0.02% |
| TIEDEMANN ADVISORS, LLC | 33.87K | Sep 30, 23 | -8.00K | 0.01% |
| PATHSTONE FAMILY OFFICE, LLC | 7.82K | Sep 30, 23 | -3.74K | 0.00% |
| Wealth Management Solutions, LLC | 5.49K | Sep 30, 23 | -143 | 0.00% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -145.26K | -- |
| AJ WEALTH STRATEGIES, LLC | 1.53M | Jun 30, 23 | +221.76K | 0.43% |
| LEO BROKERAGE, LLC | 198.99K | Jun 30, 23 | -10.49K | 0.06% |
| Lumature Wealth Partners, LLC | 2.51K | Jun 30, 23 | -- | 0.00% |
| Cardinal Point Wealth Management Partners, LLC | 1.09M | Mar 31, 23 | +71.48K | 0.31% |
| RESOLUTE FINANCIAL, LLC | 69.11K | Dec 31, 22 | +3.23K | 0.02% |
| Laurel Wealth Advisors, Inc. | -- | Dec 31, 22 | -17.42K | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 182.44K | Sep 30, 22 | +10.99K | 0.05% |
| ACG Wealth | 45.39K | Sep 30, 22 | +6 | 0.01% |
| FURE FINANCIAL CORP | 43.45K | Sep 30, 22 | +465 | 0.01% |
| Karp Capital Management Corp | 15.10K | Sep 30, 22 | +15.10K | 0.00% |
| STRINGER ASSET MANAGEMENT, LLC | 13.38K | Sep 30, 22 | +13.38K | 0.00% |
| REGENTATLANTIC CAPITAL LLC | 6.43K | Sep 30, 22 | -922 | 0.00% |
| Surevest, LLC | 3.38K | Sep 30, 22 | -- | 0.00% |
| KARLINSKI ANDREW C | 779 | Sep 30, 22 | -513 | 0.00% |
| American Portfolios Advisors | 460 | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 287 | Sep 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 13.43K | Jun 30, 22 | +1.95K | 0.00% |
| BIVIN & ASSOCIATES, INC. | 250 | Jun 30, 22 | -- | 0.00% |