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Vanguard Small-Cap ETF(VB)

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$295.32—

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VB(VB)

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Holder

Date

Change

% Held

MISSION WEALTH MANAGEMENT, LP

1.48M

Jun 30, 26

+353.64K

0.23%

GRIMES & COMPANY, INC.

1.18M

Jun 30, 26

+37.59K

0.19%

SIGNATUREFD, LLC

938.57K

Jun 30, 26

+34.44K

0.15%

COUNTRY TRUST BANK

534.92K

Jun 30, 26

-116.46K

0.08%

Curated Wealth Partners LLC

400.00K

Jun 30, 26

+400.00K

0.06%

Heartwood Wealth Advisors LLC

383.31K

Jun 30, 26

+12.18K

0.06%

Millburn Ridgefield Corp

354.95K

Jun 30, 26

+4.63K

0.06%

Catalyst Capital Advisors LLC

354.95K

Jun 30, 26

+4.63K

0.06%

Merit Financial Group, LLC

329.36K

Jun 30, 26

+19.07K

0.05%

PARK AVENUE SECURITIES LLC

302.91K

Jun 30, 26

+14.51K

0.05%

Gibraltar Capital Management, Inc.

281.10K

Jun 30, 26

+1.06K

0.04%

Center for Financial Planning, Inc.

257.14K

Jun 30, 26

+1.75K

0.04%

VISTA CAPITAL PARTNERS, INC.

255.41K

Jun 30, 26

-4.70K

0.04%

Auto-Owners Insurance Co

249.03K

Jun 30, 26

-32.60K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

247.59K

Jun 30, 26

+19.56K

0.04%

Wealthquest Corp

222.88K

Jun 30, 26

+35.63K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

190.36K

Jun 30, 26

-4.92K

0.03%

Ballast, Inc.

184.84K

Jun 30, 26

+13.08K

0.03%

Clark Asset Management, LLC

179.53K

Jun 30, 26

+14.48K

0.03%

TRUST CO OF VIRGINIA /VA

168.26K

Jun 30, 26

-2.13K

0.03%

CX Institutional

168.07K

Jun 30, 26

-9.09K

0.03%

AA Financial Advisors, LLC

160.87K

Jun 30, 26

+32.85K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

153.35K

Jun 30, 26

+24.29K

0.02%

Apella Capital, LLC

148.01K

Jun 30, 26

+5.79K

0.02%

MCIA Inc

146.19K

Jun 30, 26

+2.49K

0.02%

Discipline Wealth Solutions, LLC

146.10K

Jun 30, 26

+12.94K

0.02%

NORTHEAST INVESTMENT MANAGEMENT

137.57K

Jun 30, 26

+4.58K

0.02%

Brookstone Capital Management

134.71K

Jun 30, 26

+12.59K

0.02%

Scott Capital Advisors, LLC

132.76K

Jun 30, 26

-2.70K

0.02%

D.A. DAVIDSON & CO.

132.17K

Jun 30, 26

-3.17K

0.02%

MOLLER FINANCIAL SERVICES

132.14K

Jun 30, 26

-4.04K

0.02%

Whelan Financial

129.59K

Jun 30, 26

+441

0.02%

Randolph Co Inc

126.31K

Jun 30, 26

+16

0.02%

Financial Management Professionals, Inc.

124.87K

Jun 30, 26

-3.44K

0.02%

Wolff Financial Management LLC

121.43K

Jun 30, 26

-1.94K

0.02%

CHATHAM CAPITAL GROUP, INC.

121.10K

Jun 30, 26

+1.59K

0.02%

BLUESTEM FINANCIAL ADVISORS, LLC

121.00K

Jun 30, 26

-2.58K

0.02%

ST GERMAIN D J CO INC

115.44K

Jun 30, 26

-2.38K

0.02%

Miracle Mile Advisors, LLC

112.79K

Jun 30, 26

-1.21K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

110.71K

Jun 30, 26

-749

0.02%

Howard Capital Management Group, LLC

109.90K

Jun 30, 26

-372

0.02%

SEARCY FINANCIAL SERVICES INC /ADV

109.33K

Jun 30, 26

-2.00K

0.02%

Procyon Advisors, LLC

105.92K

Jun 30, 26

-981

0.02%

Cyndeo Wealth Partners, LLC

102.54K

Jun 30, 26

+5.58K

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

98.66K

Jun 30, 26

-713

0.02%

MBE Wealth Management, LLC

98.05K

Jun 30, 26

-1.12K

0.02%

INSPIRION WEALTH ADVISORS, LLC

95.63K

Jun 30, 26

+9.42K

0.02%

Koesten, Hirschmann & Crabtree, INC.

92.77K

Jun 30, 26

+5.07K

0.01%

ASPIRIANT, LLC

90.47K

Jun 30, 26

+2.10K

0.01%

DeDora Capital, Inc.

86.24K

Jun 30, 26

+6.68K

0.01%

Crewe Advisors LLC

85.51K

Jun 30, 26

0.01%

QRG CAPITAL MANAGEMENT, INC.

84.19K

Jun 30, 26

+12.36K

0.01%

TECTONIC ADVISORS LLC

81.13K

Jun 30, 26

+2.86K

0.01%

BCK Partners, Inc.

80.46K

Jun 30, 26

-1.49K

0.01%

MBM Wealth Consultants, LLC

77.96K

Jun 30, 26

-4.75K

0.01%

Compton Wealth Advisory Group, LLC

77.78K

Jun 30, 26

-172

0.01%

Kohmann Bosshard Financial Services, LLC

77.28K

Jun 30, 26

-1.46K

0.01%

Twele Capital Management, Inc.

76.44K

Jun 30, 26

-1.70K

0.01%

SALEM INVESTMENT COUNSELORS INC

74.86K

Jun 30, 26

+30

0.01%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

74.70K

Jun 30, 26

+2.95K

0.01%

ROOF EIDAM & MAYCOCK/ADV

74.58K

Jun 30, 26

-867

0.01%

Financial Synergies Wealth Advisors, Inc.

74.32K

Jun 30, 26

-2.67K

0.01%

JOHNSON INVESTMENT COUNSEL INC

74.06K

Jun 30, 26

+13.94K

0.01%

Charles Schwab Trust Co

73.15K

Jun 30, 26

-3.43K

0.01%

Gemmer Asset Management LLC

69.55K

Jun 30, 26

-54

0.01%

Abound Wealth Management

67.28K

Jun 30, 26

-99

0.01%

AJ Advisors, LLC

66.78K

Jun 30, 26

+1.27K

0.01%

Aries Wealth Management

66.64K

Jun 30, 26

+1.11K

0.01%

Drucker Wealth 3.0, LLC

65.71K

Jun 30, 26

-7.19K

0.01%

Acropolis Investment Management, LLC

64.98K

Jun 30, 26

-2.20K

0.01%

Crane Advisory, LLC

64.56K

Jun 30, 26

+796

0.01%

Nelson Capital Management, LLC

61.95K

Jun 30, 26

-734

0.01%

True North Advisors, LLC

61.75K

Jun 30, 26

-894

0.01%

Wedmont Private Capital

60.21K

Jun 30, 26

+160

0.01%

Wealth Architects, LLC

58.94K

Jun 30, 26

-1.65K

0.01%

Clarity Wealth Advisors, LLC

58.68K

Jun 30, 26

+3.58K

0.01%

EverSource Wealth Advisors, LLC

58.32K

Jun 30, 26

-51.71K

0.01%

GPWM LLC

58.01K

Jun 30, 26

+594

0.01%

GoalFusion Wealth Management, LLC

57.41K

Jun 30, 26

+744

0.01%

ETF Portfolio Partners, Inc.

56.62K

Jun 30, 26

-355

0.01%

Trust Co of the South

56.05K

Jun 30, 26

+418

0.01%

McClarren Financial Advisors, Inc.

55.55K

Jun 30, 26

-194

0.01%

White Wing Wealth Management

55.14K

Jun 30, 26

-310

0.01%

VSM Wealth Advisory, LLC

54.50K

Jun 30, 26

-486

0.01%

SAGE FINANCIAL GROUP INC

53.54K

Jun 30, 26

-164

0.01%

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

53.37K

Jun 30, 26

+37

0.01%

J.W. COLE ADVISORS, INC.

53.03K

Jun 30, 26

+53.03K

0.01%

Envestnet Portfolio Solutions, Inc.

52.80K

Jun 30, 26

+4.54K

0.01%

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

51.77K

Jun 30, 26

+3.86K

0.01%

Ballentine Partners, LLC

51.61K

Jun 30, 26

-1.09K

0.01%

Spectrum Financial Alliance Ltd LLC

51.61K

Jun 30, 26

+6.11K

0.01%

Farther Finance Advisors, LLC

50.77K

Jun 30, 26

+666

0.01%

Arbor Wealth Advisors LLC

50.38K

Jun 30, 26

0.01%

CAPITAL ADVISORS INC/OK

49.60K

Jun 30, 26

-665

0.01%

PEDDOCK CAPITAL ADVISORS, LLC

49.48K

Jun 30, 26

+1.27K

0.01%

Bear Mountain Capital, Inc.

48.63K

Jun 30, 26

+512

0.01%

CRA Financial Services, LLC

48.30K

Jun 30, 26

-1.00K

0.01%

High Note Wealth, LLC

48.04K

Jun 30, 26

+294

0.01%

Vawter Financial, Ltd.

47.55K

Jun 30, 26

-336

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

47.10K

Jun 30, 26

-691

0.01%

Beirne Wealth Consulting Services, LLC

47.05K

Jun 30, 26

+138

0.01%

David Kennon Inc

46.82K

Jun 30, 26

-553

0.01%

INTEGRAL INVESTMENT ADVISORS, INC.

46.82K

Jun 30, 26

+95

0.01%

Apollon Wealth Management, LLC

46.61K

Jun 30, 26

+7.06K

0.01%

CANANDAIGUA NATIONAL BANK & TRUST CO

46.23K

Jun 30, 26

+46.23K

0.01%

Mason & Associates, LLC

46.21K

Jun 30, 26

+305

0.01%

DORVAL Corp

46.17K

Jun 30, 26

+728

0.01%

BENJAMIN EDWARDS INC

45.02K

Jun 30, 26

-4.98K

0.01%

Madrona Financial Services, LLC

44.36K

Jun 30, 26

+2.15K

0.01%

Capital Advisors Wealth Management, LLC

43.69K

Jun 30, 26

+1.31K

0.01%

AdvisorNet Financial, Inc

43.08K

Jun 30, 26

+3.53K

0.01%

Capital Management Associates, Inc

42.85K

Jun 30, 26

+943

0.01%

FIDUCIARY ADVISORS, INC.

42.37K

Jun 30, 26

+603

0.01%

MB, LEVIS & ASSOCIATES, LLC

42.15K

Jun 30, 26

+41.48K

0.01%

Praetorian Wealth Management, Inc.

42.13K

Jun 30, 26

+82

0.01%

Agate Pass Investment Management, LLC

41.29K

Jun 30, 26

-869

0.01%

Chesley Taft & Associates LLC

39.90K

Jun 30, 26

+2.48K

0.01%

Kearns & Associates LLC

39.37K

Jun 30, 26

+301

0.01%

Capital Planning LLC

38.81K

Jun 30, 26

-2.92K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

38.77K

Jun 30, 26

+28

0.01%

PETREDIS INVESTMENT ADVISORS LLC

38.61K

Jun 30, 26

-607

0.01%

Single Point Partners, LLC

37.74K

Jun 30, 26

-1.48K

0.01%

TriaGen Wealth Management LLC

37.37K

Jun 30, 26

+269

0.01%

Silverleafe Capital Partners, LLC

36.84K

Jun 30, 26

-7.17K

0.01%

Capital Advantage, Inc.

36.23K

Jun 30, 26

+1.60K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

36.21K

Jun 30, 26

+359

0.01%

Wealthcare Advisory Partners LLC

36.01K

Jun 30, 26

-1.13K

0.01%

DMKC Advisory Services, LLC

35.78K

Jun 30, 26

+29.14K

0.01%

Verum Partners LLC

35.37K

Jun 30, 26

+381

0.01%

TITLEIST ASSET MANAGEMENT, LLC

34.71K

Jun 30, 26

-369

0.01%

Thrive Wealth Management, LLC

34.45K

Jun 30, 26

+507

0.01%

IFP Advisors, Inc

34.37K

Jun 30, 26

+45

0.01%

Orgel Wealth Management, LLC

33.89K

Jun 30, 26

+88

0.01%

PRIVATE CLIENT SERVICES, LLC

33.81K

Jun 30, 26

+9.82K

0.01%

Rinkey Investments

33.33K

Jun 30, 26

+1.60K

0.01%

Sovereign Financial Group, Inc.

33.14K

Jun 30, 26

+1.24K

0.01%

Sandy Cove Advisors, LLC

33.06K

Jun 30, 26

-283

0.01%

Johnson Bixby & Associates, LLC

33.03K

Jun 30, 26

+3.20K

0.01%

Rareview Capital LLC

32.97K

Jun 30, 26

+1.96K

0.01%

HOWARD WEALTH MANAGEMENT, LLC

32.83K

Jun 30, 26

+961

0.01%

Ramiah Investment Group

32.38K

Jun 30, 26

+781

0.01%

Prospera Financial Services Inc

31.95K

Jun 30, 26

-1.24K

0.01%

Cambridge Advisors Inc.

31.65K

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

31.45K

Jun 30, 26

-357

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

29.96K

Jun 30, 26

-1.50K

0.00%

Arcadia Wealth Management, LLC

29.41K

Jun 30, 26

+37

0.00%

NavPoint Financial, Inc.

29.09K

Jun 30, 26

-46

0.00%

NWAM LLC

28.85K

Jun 30, 26

+2.63K

0.00%

First PREMIER Bank

28.82K

Jun 30, 26

+809

0.00%

Mesirow Financial Investment Management, Inc.

28.68K

Jun 30, 26

+485

0.00%

STEPH & CO

28.32K

Jun 30, 26

-1.24K

0.00%

Archford Capital Strategies, LLC

27.65K

Jun 30, 26

+2.74K

0.00%

Colony Family Offices, LLC

27.43K

Jun 30, 26

-470

0.00%

FAMILY WEALTH PARTNERS, LLC

27.37K

Jun 30, 26

-269

0.00%

Quaker Wealth Management, LLC

27.09K

Jun 30, 26

+276

0.00%

Duncan Williams Asset Management, LLC

27.07K

Jun 30, 26

+356

0.00%

FIFTH THIRD SECURITIES, INC.

26.91K

Jun 30, 26

-1.72K

0.00%

DAVENPORT & Co LLC

26.77K

Jun 30, 26

+5.85K

0.00%

Sequoia Financial Advisors, LLC

26.59K

Jun 30, 26

-944

0.00%

ARCADIA INVESTMENT ADVISORS LLC

25.64K

Jun 30, 26

-2.41K

0.00%

Gilman Hill Asset Management, LLC

25.51K

Jun 30, 26

-2.94K

0.00%

Certified Advisory Corp

25.10K

Jun 30, 26

+442

0.00%

Annex Advisory Services, LLC

25.01K

Jun 30, 26

-646

0.00%

SAPIENT CAPITAL LLC

24.83K

Jun 30, 26

+9.64K

0.00%

Grove Bank & Trust

24.75K

Jun 30, 26

+1.08K

0.00%

Fifth Third Wealth Advisors LLC

24.74K

Jun 30, 26

-247

0.00%

Accredited Investors Inc.

24.72K

Jun 30, 26

-1.36K

0.00%

WEST BANCORPORATION INC

24.58K

Jun 30, 26

+910

0.00%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

24.44K

Jun 30, 26

-261

0.00%

JNBA Financial Advisors

24.31K

Jun 30, 26

-5.29K

0.00%

FIRST UNITED BANK & TRUST

24.08K

Jun 30, 26

+827

0.00%

CATHY PARETO & ASSOCIATES, INC

24.07K

Jun 30, 26

+259

0.00%

McNaughton Wealth Management, LLC

23.62K

Jun 30, 26

+1.29K

0.00%

Family Investment Center, Inc.

23.61K

Jun 30, 26

-218

0.00%

Farrell Financial LLC

23.33K

Jun 30, 26

-212

0.00%

RFG Advisory, LLC

23.23K

Jun 30, 26

-6.83K

0.00%

Winthrop Partners - WNY, LLC

22.88K

Jun 30, 26

-310

0.00%

May Barnhard Investments LLC

22.88K

Jun 30, 26

+905

0.00%

Aurelius Family Office LLC

22.40K

Jun 30, 26

-1.06K

0.00%

WEBSTER BANK, N. A.

22.04K

Jun 30, 26

-4.10K

0.00%

CWA Asset Management Group, LLC

21.84K

Jun 30, 26

-5

0.00%

Cypress Wealth Services, LLC

21.84K

Jun 30, 26

+41

0.00%

XML Financial, LLC

21.80K

Jun 30, 26

+1.04K

0.00%

Abacus Planning Group, Inc.

21.35K

Jun 30, 26

-524

0.00%

Newton One Investments LLC

21.04K

Jun 30, 26

+37

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

21.04K

Jun 30, 26

-1.87K

0.00%

Cornerstone Wealth Management, LLC

20.61K

Jun 30, 26

+192

0.00%

RTD Financial Advisors, Inc.

20.54K

Jun 30, 26

-1.62K

0.00%

First Heartland Consultants, Inc.

20.35K

Jun 30, 26

-410

0.00%

BridgePort Financial Solutions, LLC

20.26K

Jun 30, 26

+1.74K

0.00%

TI-TRUST, INC

20.18K

Jun 30, 26

+219

0.00%

DAVIDSON INVESTMENT ADVISORS

20.11K

Jun 30, 26

-805

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

19.84K

Jun 30, 26

+1.13K

0.00%

WASHINGTON GROWTH STRATEGIES LLC

19.59K

Jun 30, 26

0.00%

Pathway Financial Advisors LLC

19.30K

Jun 30, 26

-370

0.00%

FIRST FINANCIAL CORP /IN/

19.28K

Jun 30, 26

-114

0.00%

Aspire Private Capital, LLC

19.06K

Jun 30, 26

-1.13K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

18.96K

Jun 30, 26

-116

0.00%

FIRST HAWAIIAN BANK

18.95K

Jun 30, 26

+60

0.00%

COURIER CAPITAL LLC

18.64K

Jun 30, 26

+498

0.00%

WARNER FINANCIAL, INC

18.42K

Jun 30, 26

+357

0.00%

FIRST MERCHANTS CORP

18.38K

Jun 30, 26

+600

0.00%

IFG Advisors, LLC

18.36K

Jun 30, 26

-48

0.00%

Madison Park Capital Advisors, LLC

18.35K

Jun 30, 26

+16.70K

0.00%

Gleason Group, Inc.

18.24K

Jun 30, 26

-1.02K

0.00%

Martel Wealth Advisors Inc

18.19K

Jun 30, 26

-1.15K

0.00%

Strategic Investment Solutions, Inc. /IL

18.09K

Jun 30, 26

+1.38K

0.00%

Plancorp, LLC

18.01K

Jun 30, 26

-1.00K

0.00%

Chris Bulman Inc

17.95K

Jun 30, 26

-331

0.00%

BARRETT & COMPANY, INC.

17.85K

Jun 30, 26

+489

0.00%

Waldron Private Wealth LLC

17.84K

Jun 30, 26

+1.11K

0.00%

FINANCIAL ADVISORY PARTNERS, LLC

17.25K

Jun 30, 26

+630

0.00%

Allen Mooney & Barnes Investment Advisors LLC

16.91K

Jun 30, 26

-743

0.00%

Columbia Asset Management

16.74K

Jun 30, 26

-132

0.00%

CoreCap Advisors, LLC

16.64K

Jun 30, 26

+133

0.00%

PFG Advisors

16.53K

Jun 30, 26

+130

0.00%

CLUNE & ASSOCIATES, LTD.

15.99K

Jun 30, 26

-2.45K

0.00%

Valeo Financial Advisors, LLC

15.71K

Jun 30, 26

-151

0.00%

Roble, Belko & Company, Inc

15.41K

Jun 30, 26

+10

0.00%

Magnus Financial Group LLC

15.31K

Jun 30, 26

-387

0.00%

ORRSTOWN FINANCIAL SERVICES INC

15.29K

Jun 30, 26

+1.07K

0.00%

SBI Securities Co., Ltd.

15.20K

Jun 30, 26

+179

0.00%

Waycross Investment Management Co

14.95K

Jun 30, 26

+14.95K

0.00%

LongView Wealth Management

14.87K

Jun 30, 26

-1.07K

0.00%

McCollum Christoferson Group LLC

14.71K

Jun 30, 26

+5.37K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

14.48K

Jun 30, 26

+4.17K

0.00%

Cordant, Inc.

14.40K

Jun 30, 26

-6

0.00%

Yoffe Investment Management, LLC

14.34K

Jun 30, 26

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

14.27K

Jun 30, 26

-63

0.00%

Rathbones Group PLC

14.25K

Jun 30, 26

+66

0.00%

Advisory Resource Group

14.24K

Jun 30, 26

+11.82K

0.00%

Great Point Wealth Advisors, LLC

14.20K

Jun 30, 26

0.00%

SAX WEALTH ADVISORS, LLC

13.89K

Jun 30, 26

+2.01K

0.00%

Stone Point Wealth LLC

13.76K

Jun 30, 26

+165

0.00%

General Partner, Inc.

13.53K

Jun 30, 26

0.00%

Grandview Asset Management LLC

13.42K

Jun 30, 26

-484

0.00%

Taylor & Morgan Wealth Management, LLC

13.35K

Jun 30, 26

-93

0.00%

First American Bank

13.30K

Jun 30, 26

+3.30K

0.00%

jvl associates llc

13.28K

Jun 30, 26

+93

0.00%

Meridian Financial, LLC

13.27K

Jun 30, 26

+46

0.00%

ESG Planning

13.12K

Jun 30, 26

+11.70K

0.00%

Farnam Financial LLC

13.12K

Jun 30, 26

+862

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

12.93K

Jun 30, 26

-1.65K

0.00%

Orin Green Financial, LLC

12.93K

Jun 30, 26

-182

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

12.81K

Jun 30, 26

+2.69K

0.00%

West Financial Advisors, LLC

12.80K

Jun 30, 26

-317

0.00%

Gradient Capital Advisors, LLC

12.79K

Jun 30, 26

-150

0.00%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

12.59K

Jun 30, 26

+516

0.00%

Objective Capital Management, LLC

12.53K

Jun 30, 26

-211

0.00%

Old North State Wealth Management, LLC

12.52K

Jun 30, 26

-348

0.00%

Scott & Selber, Inc.

12.24K

Jun 30, 26

0.00%

Gainplan LLC

12.09K

Jun 30, 26

-37

0.00%

Astoria Strategic Wealth, Inc.

12.04K

Jun 30, 26

-70

0.00%

Allegheny Financial Group LTD

11.92K

Jun 30, 26

+253

0.00%

Hummer Financial Advisory Services Inc

11.80K

Jun 30, 26

+35

0.00%

Boyd Wealth Management, LLC

11.68K

Jun 30, 26

-38

0.00%

BOS Asset Management, LLC

11.62K

Jun 30, 26

+42

0.00%

Baron Financial Group, LLC

11.61K

Jun 30, 26

+64

0.00%

Diversified Trust Co

11.59K

Jun 30, 26

+140

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

11.58K

Jun 30, 26

-10

0.00%

Canvas Wealth Advisors, LLC

11.51K

Jun 30, 26

-412

0.00%

REBALANCE, LLC

11.45K

Jun 30, 26

-139

0.00%

B. Riley Wealth Advisors, Inc.

11.40K

Jun 30, 26

-90

0.00%

Roth Financial Partners LLC

11.30K

Jun 30, 26

-85

0.00%

Gibson Wealth Advisors LLC

11.21K

Jun 30, 26

-318

0.00%

Graves Light Lenhart Wealth, Inc.

11.18K

Jun 30, 26

-14

0.00%

Focus Financial Network, Inc.

11.08K

Jun 30, 26

+1.36K

0.00%

Level Financial Advisors, Inc.

11.03K

Jun 30, 26

+1.53K

0.00%

McNamara Financial Services, Inc.

10.98K

Jun 30, 26

-139

0.00%

JFS WEALTH ADVISORS, LLC

10.94K

Jun 30, 26

-201

0.00%

City State Bank

10.92K

Jun 30, 26

+510

0.00%

Investment Research & Advisory Group, Inc.

10.91K

Jun 30, 26

+476

0.00%

Intrinsic Value Partners, LLC

10.79K

Jun 30, 26

+200

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

10.77K

Jun 30, 26

-23

0.00%

Strategic Blueprint, LLC

10.66K

Jun 30, 26

-251

0.00%

Tanager Wealth Management LLP

10.55K

Jun 30, 26

-232

0.00%

Octavia Wealth Advisors, LLC

10.55K

Jun 30, 26

+118

0.00%

PARAGON CAPITAL MANAGEMENT INC

10.54K

Jun 30, 26

-220

0.00%

BTC Capital Management, Inc.

10.53K

Jun 30, 26

0.00%

FIRST CITIZENS BANK & TRUST CO

10.46K

Jun 30, 26

+1.10K

0.00%

BRIGHTON SECURITIES CORP.

10.41K

Jun 30, 26

+340

0.00%

Fairway Wealth LLC

10.35K

Jun 30, 26

+430

0.00%

Brookwood Investment Group LLC

10.26K

Jun 30, 26

-1.02K

0.00%

Columbus Macro, LLC

10.03K

Jun 30, 26

-29

0.00%

Legacy Advisors, LLC

9.88K

Jun 30, 26

+100

0.00%

Elser Financial Planning, Inc

9.85K

Jun 30, 26

+1.82K

0.00%

Radnor Capital Management, LLC

9.83K

Jun 30, 26

0.00%

Security Financial Services, INC.

9.65K

Jun 30, 26

-703

0.00%

MITCHELL SINKLER & STARR/PA

9.39K

Jun 30, 26

+271

0.00%

SWP FINANCIAL LLC

9.30K

Jun 30, 26

-71

0.00%

HIGHLINE WEALTH PARTNERS LLC

9.27K

Jun 30, 26

+70

0.00%

PEOPLES FINANCIAL SERVICES CORP.

9.23K

Jun 30, 26

+241

0.00%

MONEYWISE, INC.

9.20K

Jun 30, 26

-234

0.00%

Onyx Bridge Wealth Group LLC

9.17K

Jun 30, 26

+200

0.00%

Infinity Wealth Counsel, LLC

9.11K

Jun 30, 26

+91

0.00%

MASSMUTUAL TRUST CO FSB/ADV

9.10K

Jun 30, 26

-115

0.00%

Moisand Fitzgerald Tamayo, LLC

9.03K

Jun 30, 26

+85

0.00%

Goelzer Investment Management, Inc.

9.02K

Jun 30, 26

-444

0.00%

PFG Investments, LLC

8.91K

Jun 30, 26

+132

0.00%

ECLECTIC ASSOCIATES INC /ADV

8.78K

Jun 30, 26

-46

0.00%

CGN Advisors LLC

8.77K

Jun 30, 26

-79

0.00%

Holos Integrated Wealth LLC

8.74K

Jun 30, 26

-109

0.00%

Optas, LLC

8.66K

Jun 30, 26

-708

0.00%

John W. Brooker & Co., CPAs

8.53K

Jun 30, 26

+3.72K

0.00%

Cypress Point Wealth Management, LLC

8.50K

Jun 30, 26

0.00%

BCS Wealth Management

8.49K

Jun 30, 26

+237

0.00%

FLAGSTAR ADVISORS INC.

8.45K

Jun 30, 26

+1.79K

0.00%

Fortitude Family Office, LLC

8.42K

Jun 30, 26

-549

0.00%

Affinity Capital Advisors, LLC

8.34K

Jun 30, 26

0.00%

Pachira Investments Inc.

8.29K

Jun 30, 26

+1.84K

0.00%

Pine Valley Investments Ltd Liability Co

8.21K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

8.10K

Jun 30, 26

-4

0.00%

Lord & Richards Wealth Management, LLC

8.10K

Jun 30, 26

+318

0.00%

Essex Savings Bank

8.04K

Jun 30, 26

+196

0.00%

Beaird Harris Wealth Management, LLC

8.03K

Jun 30, 26

+10

0.00%

Aprio Wealth Management, LLC

8.03K

Jun 30, 26

+2.16K

0.00%

Catalytic Wealth RIA, LLC

7.97K

Jun 30, 26

+310

0.00%

Revolve Wealth Partners, LLC

7.95K

Jun 30, 26

+50

0.00%

Mountain Hill Investment Partners Corp.

7.92K

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

7.92K

Jun 30, 26

-1.62K

0.00%

Patriot Financial Group Insurance Agency, LLC

7.83K

Jun 30, 26

-10.46K

0.00%

Sowell Financial Services LLC

7.68K

Jun 30, 26

+629

0.00%

SFM, LLC

7.67K

Jun 30, 26

+497

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

7.67K

Jun 30, 26

-60

0.00%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

7.63K

Jun 30, 26

+235

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

7.62K

Jun 30, 26

0.00%

Noble Wealth Management PBC

7.54K

Jun 30, 26

-621

0.00%

Ironwood Financial, llc

7.52K

Jun 30, 26

+166

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

7.51K

Jun 30, 26

0.00%

HOWLAND CAPITAL MANAGEMENT LLC

7.46K

Jun 30, 26

0.00%

Avidian Wealth Solutions, LLC

7.43K

Jun 30, 26

+4.43K

0.00%

ADVOCATE GROUP LLC

7.36K

Jun 30, 26

-738

0.00%

Summit Investment Advisory Services, LLC

7.26K

Jun 30, 26

+12

0.00%

PARK NATIONAL CORP /OH/

7.17K

Jun 30, 26

-405

0.00%

Traveka Wealth, LLC

7.03K

Jun 30, 26

0.00%

O'Connor Financial Group LLC

7.01K

Jun 30, 26

-116

0.00%

21 West Wealth Management LLC

6.98K

Jun 30, 26

-45

0.00%

COLLECTIVE FAMILY OFFICE LLC

6.97K

Jun 30, 26

+302

0.00%

Sightline Wealth Advisors, LLC

6.91K

Jun 30, 26

-42

0.00%

Aaron Wealth Advisors LLC

6.89K

Jun 30, 26

+247

0.00%

Clarity Capital Advisors, LLC

6.89K

Jun 30, 26

+15

0.00%

SVB WEALTH LLC

6.87K

Jun 30, 26

-1.39K

0.00%

Life Planning Partners, Inc

6.83K

Jun 30, 26

-1.91K

0.00%

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

6.81K

Jun 30, 26

-150

0.00%

MARYLAND CAPITAL ADVISORS INC.

6.73K

Jun 30, 26

+6.73K

0.00%

Cadent Capital Advisors, LLC

6.71K

Jun 30, 26

-598

0.00%

ANDERSON HOAGLAND & CO

6.70K

Jun 30, 26

-678

0.00%

Revisor Wealth Management LLC

6.66K

Jun 30, 26

+289

0.00%

Pioneer Wealth Management Group

6.55K

Jun 30, 26

-319

0.00%

Gray Private Wealth, LLC

6.54K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

6.50K

Jun 30, 26

+266

0.00%

Wisconsin Wealth Advisors, LLC

6.42K

Jun 30, 26

+151

0.00%

Traynor Capital Management, Inc.

6.41K

Jun 30, 26

-114

0.00%

Embree Financial Group

6.34K

Jun 30, 26

-1.11K

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

6.34K

Jun 30, 26

-1.81K

0.00%

HCR Wealth Advisors

6.33K

Jun 30, 26

0.00%

Secure Asset Management, LLC

6.32K

Jun 30, 26

+237

0.00%

Lee Financial Co

6.29K

Jun 30, 26

0.00%

Bath Savings Trust Co

6.23K

Jun 30, 26

+1.83K

0.00%

GREENLEAF TRUST

6.22K

Jun 30, 26

-301

0.00%

Pines Wealth Management, LLC

6.18K

Jun 30, 26

+336

0.00%

Tranquility Partners, LLC

6.09K

Jun 30, 26

+45

0.00%

Rockwood Wealth Management, LLC

6.05K

Jun 30, 26

+220

0.00%

Marquette Asset Management, LLC

6.02K

Jun 30, 26

-113

0.00%

Independence Bank of Kentucky

6.02K

Jun 30, 26

-30

0.00%

ROMANO BROTHERS AND COMPANY

6.00K

Jun 30, 26

0.00%

FULTON BANK, N.A.

5.90K

Jun 30, 26

-16

0.00%

Dogwood Wealth Management LLC

5.86K

Jun 30, 26

0.00%

Steel Peak Wealth Management LLC

5.85K

Jun 30, 26

+1.06K

0.00%

New Covenant Trust Company, N.A.

5.85K

Jun 30, 26

+309

0.00%

MADDEN SECURITIES Corp

5.76K

Jun 30, 26

-2.00K

0.00%

LAM GROUP, INC.

5.75K

Jun 30, 26

0.00%

WORLD EQUITY GROUP, INC.

5.71K

Jun 30, 26

+74

0.00%

SigFig Wealth Management, LLC

5.70K

Jun 30, 26

-149

0.00%

Trinity Financial Advisors LLC

5.69K

Jun 30, 26

+482

0.00%

FIRST HORIZON CORP

5.67K

Jun 30, 26

+205

0.00%

Everhart Financial Group, Inc.

5.56K

Jun 30, 26

-392

0.00%

180 WEALTH ADVISORS, LLC

5.55K

Jun 30, 26

-21

0.00%

Cooper Financial Group

5.53K

Jun 30, 26

+134

0.00%

Cornerstone Wealth Advisors, Inc.

5.50K

Jun 30, 26

-318

0.00%

Marshall Financial Group LLC

5.48K

Jun 30, 26

+653

0.00%

Fiduciary Alliance LLC

5.47K

Jun 30, 26

+263

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

5.44K

Jun 30, 26

-1.17K

0.00%

TME FINANCIAL, INC.

5.44K

Jun 30, 26

+616

0.00%

FIRST INTERSTATE BANK

5.39K

Jun 30, 26

+631

0.00%

M3 Advisory Group, LLC

5.36K

Jun 30, 26

+382

0.00%

Cabot-Wellington, LLC

5.36K

Jun 30, 26

0.00%

Spire Wealth Management

5.34K

Jun 30, 26

-127

0.00%

CIDEL ASSET MANAGEMENT INC

5.33K

Jun 30, 26

0.00%

Oak Wealth Advisors LLC

5.29K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

5.24K

Jun 30, 26

+1.67K

0.00%

Grove Street Fiduciary, LLC

5.21K

Jun 30, 26

0.00%

FIDELIS iM, LLC

5.20K

Jun 30, 26

0.00%

NORRIS PERNE & FRENCH LLP/MI

5.14K

Jun 30, 26

+16

0.00%

Bond & Devick Financial Network, Inc.

5.13K

Jun 30, 26

-78

0.00%

Mayflower Financial Advisors, LLC

5.11K

Jun 30, 26

+1.76K

0.00%

DBK Financial Counsel, LLC

5.03K

Jun 30, 26

-412

0.00%

Sunburst Financial Group, LLC

4.97K

Jun 30, 26

-40

0.00%

HARMONY ASSET MANAGEMENT LLC

4.96K

Jun 30, 26

+247

0.00%

Ronald Blue Trust, Inc.

4.93K

Jun 30, 26

-4.54K

0.00%

Camelot Portfolios, LLC

4.90K

Jun 30, 26

-92

0.00%

KENNICOTT CAPITAL MANAGEMENT LLC

4.86K

Jun 30, 26

-36

0.00%

Lincoln Capital LLC

4.80K

Jun 30, 26

+435

0.00%

Upper Left Wealth Management, LLC

4.76K

Jun 30, 26

+517

0.00%

BEACON FINANCIAL GROUP

4.72K

Jun 30, 26

-18

0.00%

DAGCO, INC.

4.70K

Jun 30, 26

+38

0.00%

Hiley Hunt Wealth Management

4.69K

Jun 30, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.69K

Jun 30, 26

-61

0.00%

Trevian Wealth Management LLC

4.64K

Jun 30, 26

0.00%

Sunbeam Capital Management, LLC

4.54K

Jun 30, 26

+11

0.00%

Confluence Wealth Services, Inc.

4.45K

Jun 30, 26

+119

0.00%

Corsicana & Co.

4.43K

Jun 30, 26

+521

0.00%

Asset Allocation & Management Company, LLC

4.34K

Jun 30, 26

0.00%

Post Resch Tallon Group Inc.

4.28K

Jun 30, 26

+240

0.00%

TRUST CO OF TOLEDO NA /OH/

4.26K

Jun 30, 26

+419

0.00%

Stillwater Capital Advisors, LLC

4.25K

Jun 30, 26

0.00%

Harbor Group, Inc.

4.24K

Jun 30, 26

-88

0.00%

WASHBURN CAPITAL MANAGEMENT, INC.

4.17K

Jun 30, 26

+1.33K

0.00%

L.K. Benson & Company, P.C.

4.16K

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

4.16K

Jun 30, 26

-760

0.00%

Armbruster Capital Management, Inc.

4.13K

Jun 30, 26

-115

0.00%

CPA Asset Management LLC

4.12K

Jun 30, 26

0.00%

Newport Capital Group, LLC

4.09K

Jun 30, 26

+2.06K

0.00%

NAPLES GLOBAL ADVISORS, LLC

4.04K

Jun 30, 26

-10

0.00%

GK Wealth Management LLC

4.03K

Jun 30, 26

+4.03K

0.00%

FC Advisory LLC

3.95K

Jun 30, 26

+153

0.00%

LEE DANNER & BASS INC

3.94K

Jun 30, 26

-15

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

3.90K

Jun 30, 26

+415

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

3.88K

Jun 30, 26

-501

0.00%

DiNuzzo Private Wealth, Inc.

3.88K

Jun 30, 26

0.00%

GEM Asset Management, LLC

3.85K

Jun 30, 26

0.00%

Innovative Wealth Building LLC

3.85K

Jun 30, 26

-65

0.00%

North Capital, Inc.

3.74K

Jun 30, 26

+11

0.00%

TFC Financial Management, Inc.

3.71K

Jun 30, 26

-5.92K

0.00%

Heck Capital Advisors, LLC

3.69K

Jun 30, 26

+1.29K

0.00%

NEW WAVE WEALTH ADVISORS LLC

3.67K

Jun 30, 26

+446

0.00%

BSW Wealth Partners

3.61K

Jun 30, 26

-350

0.00%

GAMMA Investing LLC

3.58K

Jun 30, 26

+130

0.00%

SHAYNE & CO., LLC

3.56K

Jun 30, 26

-10

0.00%

VISTA INVESTMENT PARTNERS II, LLC

3.54K

Jun 30, 26

+22

0.00%

SeaCrest Wealth Management, LLC

3.54K

Jun 30, 26

-4.68K

0.00%

Oakworth Capital, Inc.

3.48K

Jun 30, 26

+83

0.00%

Segment Wealth Management, LLC

3.43K

Jun 30, 26

0.00%

Pacific Point Advisors, LLC

3.42K

Jun 30, 26

+39

0.00%

GUYASUTA INVESTMENT ADVISORS INC

3.42K

Jun 30, 26

-20

0.00%

Essex LLC

3.40K

Jun 30, 26

-361

0.00%

Trust Point Inc.

3.38K

Jun 30, 26

-36

0.00%

Envision Financial LLC

3.36K

Jun 30, 26

-8.70K

0.00%

Hughes Financial Services, LLC

3.35K

Jun 30, 26

+30

0.00%

Franklin, Parlapiano, Turner & Welch, LLC

3.35K

Jun 30, 26

0.00%

Atlas Brown,Inc.

3.34K

Jun 30, 26

+1.28K

0.00%

Arista Wealth Management, LLC

3.30K

Jun 30, 26

0.00%

Tactive Advisors, LLC

3.26K

Jun 30, 26

+151

0.00%

Sound Income Strategies, LLC

3.26K

Jun 30, 26

+166

0.00%

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

3.25K

Jun 30, 26

+140

0.00%

COMMUNITY TRUST & INVESTMENT CO

3.23K

Jun 30, 26

0.00%

Conservest Capital Advisors, Inc.

3.23K

Jun 30, 26

-14

0.00%

Golden State Wealth Management, LLC

3.23K

Jun 30, 26

-50

0.00%

Affiance Financial, LLC

3.22K

Jun 30, 26

+3.22K

0.00%

NESTEGG ADVISORS, INC.

3.20K

Jun 30, 26

0.00%

Abacus Wealth Partners, LLC

3.20K

Jun 30, 26

0.00%

ARK & TLK INVESTMENTS, LLC

3.17K

Jun 30, 26

0.00%

Verus Financial Partners, Inc.

3.16K

Jun 30, 26

-56

0.00%

Sterling Wealth Advisors Inc

3.15K

Jun 30, 26

0.00%

Bangor Savings Bank

3.13K

Jun 30, 26

-7

0.00%

HOWARD FINANCIAL SERVICES, LTD.

3.07K

Jun 30, 26

0.00%

Nilsine Partners, LLC

3.05K

Jun 30, 26

+36

0.00%

Marathon Strategic Advisors, LLC

3.02K

Jun 30, 26

-9

0.00%

Southland Equity Partners LLC

3.02K

Jun 30, 26

-355

0.00%

Human Investing LLC

3.02K

Jun 30, 26

-319

0.00%

LPWM LLC

2.98K

Jun 30, 26

+459

0.00%

EWA, LLC

2.95K

Jun 30, 26

0.00%

J2 Capital Management Inc

2.94K

Jun 30, 26

-36

0.00%

ROCKLAND TRUST CO

2.89K

Jun 30, 26

+12

0.00%

Allodium Investment Consultants, LLC

2.88K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

2.86K

Jun 30, 26

0.00%

Westmount Partners, LLC

2.84K

Jun 30, 26

0.00%

BluePath Capital Management, LLC

2.83K

Jun 30, 26

+733

0.00%

FIRST COMMUNITY TRUST NA

2.83K

Jun 30, 26

+44

0.00%

Ritter Daniher Financial Advisory LLC / DE

2.83K

Jun 30, 26

-80

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

2.83K

Jun 30, 26

-135

0.00%

Clayton Financial Group LLC

2.82K

Jun 30, 26

-8

0.00%

ADIRONDACK TRUST CO

2.81K

Jun 30, 26

+110

0.00%

Wellspring Financial Advisors, LLC

2.81K

Jun 30, 26

-120

0.00%

Vigilare Wealth Management

2.80K

Jun 30, 26

+1.00K

0.00%

NOVEM GROUP

2.78K

Jun 30, 26

+391

0.00%

MBL Wealth, LLC

2.70K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

2.68K

Jun 30, 26

+176

0.00%

Wealth Dimensions Group, Ltd.

2.65K

Jun 30, 26

-6

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

2.64K

Jun 30, 26

-154

0.00%

Birch Hill Investment Advisors LLC

2.64K

Jun 30, 26

0.00%

MIDLAND WEALTH ADVISORS LLC

2.63K

Jun 30, 26

-515

0.00%

Sara-Bay Financial

2.61K

Jun 30, 26

+70

0.00%

Eagle Strategies LLC

2.60K

Jun 30, 26

-35

0.00%

FLYWHEEL PRIVATE WEALTH LLC

2.57K

Jun 30, 26

-1

0.00%

LRI Investments, LLC

2.57K

Jun 30, 26

0.00%

Fingerlakes Wealth Management, Inc.

2.53K

Jun 30, 26

0.00%

Rodgers & Associates, LTD

2.53K

Jun 30, 26

0.00%

EASTERN BANK

2.51K

Jun 30, 26

+906

0.00%

BRAVE ASSET MANAGEMENT INC

2.51K

Jun 30, 26

+259

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

2.45K

Jun 30, 26

0.00%

Hibernia Wealth Partners, LLC

2.44K

Jun 30, 26

-2.15K

0.00%

Platform Technology Partners

2.43K

Jun 30, 26

+92

0.00%

Benchmark Financial Wealth Advisors, LLC

2.42K

Jun 30, 26

+274

0.00%

Triumph Capital Management

2.41K

Jun 30, 26

-90

0.00%

Bank of New Hampshire

2.40K

Jun 30, 26

-23

0.00%

Amplius Wealth Advisors, LLC

2.38K

Jun 30, 26

-532

0.00%

CFS Investment Advisory Services, LLC

2.36K

Jun 30, 26

0.00%

OPTIMA CAPITAL LLC

2.34K

Jun 30, 26

+1.25K

0.00%

OLD SECOND NATIONAL BANK OF AURORA

2.33K

Jun 30, 26

-60

0.00%

Fortitude Advisory Group L.L.C.

2.32K

Jun 30, 26

+289

0.00%

FSM Wealth Advisors, LLC

2.31K

Jun 30, 26

0.00%

Powerhouse Assets LLC

2.30K

Jun 30, 26

-31

0.00%

CITY HOLDING CO

2.28K

Jun 30, 26

+159

0.00%

First County Bank /CT/

2.26K

Jun 30, 26

0.00%

PENOBSCOT WEALTH MANAGEMENT

2.25K

Jun 30, 26

-87

0.00%

Total Clarity Wealth Management, Inc.

2.25K

Jun 30, 26

+208

0.00%

Intergy Private Wealth, LLC

2.24K

Jun 30, 26

+621

0.00%

Bison Wealth, LLC

2.23K

Jun 30, 26

-71

0.00%

Quest 10 Wealth Builders, Inc.

2.21K

Jun 30, 26

-60

0.00%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

2.19K

Jun 30, 26

-203

0.00%

Finward Bancorp

2.19K

Jun 30, 26

+194

0.00%

RCS Financial Planning, LLC

2.15K

Jun 30, 26

+15

0.00%

Covenant Asset Management, LLC

2.14K

Jun 30, 26

+134

0.00%

Meridian Financial Partners LLC

2.13K

Jun 30, 26

-136

0.00%

Thomasville National Bank

2.13K

Jun 30, 26

+2.13K

0.00%

APPLETON PARTNERS INC/MA

2.13K

Jun 30, 26

+30

0.00%

Accel Wealth Management

2.12K

Jun 30, 26

0.00%

CHAPIN DAVIS, INC.

2.11K

Jun 30, 26

0.00%

Independent Wealth Network Inc.

2.09K

Jun 30, 26

+121

0.00%

My Personal CFO, LLC

2.09K

Jun 30, 26

0.00%

BAR HARBOR WEALTH MANAGEMENT

2.07K

Jun 30, 26

-73

0.00%

Hutchens & Kramer Investment Management Group, LLC

2.06K

Jun 30, 26

-165

0.00%

Strid Group, LLC

2.05K

Jun 30, 26

+545

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

2.05K

Jun 30, 26

+93

0.00%

STEPHEN J. GARRY & ASSOCIATES, LLC

2.02K

Jun 30, 26

-20

0.00%

Main Street Group, LTD

2.02K

Jun 30, 26

-47

0.00%

Melone Private Wealth, LLC

1.98K

Jun 30, 26

0.00%

Family CFO Inc

1.98K

Jun 30, 26

0.00%

Peirce Capital Management, LLC

1.98K

Jun 30, 26

-17

0.00%

Key FInancial Inc

1.97K

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

1.96K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

1.96K

Jun 30, 26

+91

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

1.95K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.95K

Jun 30, 26

-51

0.00%

Keystone Financial Services, LLC

1.93K

Jun 30, 26

-29

0.00%

Intrua Financial, LLC

1.92K

Jun 30, 26

-2.58K

0.00%

Lodestone Wealth Management LLC

1.91K

Jun 30, 26

-31

0.00%

Venturi Wealth Management, LLC

1.90K

Jun 30, 26

-3

0.00%

Blake Schutter Theil Wealth Advisors, LLC

1.90K

Jun 30, 26

+288

0.00%

Uncommon Cents Investing LLC

1.89K

Jun 30, 26

+1.89K

0.00%

Penobscot Investment Management Company, Inc.

1.86K

Jun 30, 26

-26

0.00%

CYPRESS FINANCIAL PLANNING LLC

1.86K

Jun 30, 26

+315

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.85K

Jun 30, 26

+86

0.00%

KEB ASSET MANAGEMENT, LLC

1.85K

Jun 30, 26

-336

0.00%

Global Financial Private Client, LLC

1.84K

Jun 30, 26

-5

0.00%

Christensen, King & Associates Investment Services, Inc.

1.82K

Jun 30, 26

0.00%

1.81K

Jun 30, 26

+350

0.00%

Brown Miller Wealth Management, LLC

1.80K

Jun 30, 26

0.00%

Montecito Bank & Trust

1.79K

Jun 30, 26

0.00%

Relyea Zuckerberg Hanson LLC

1.78K

Jun 30, 26

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

1.77K

Jun 30, 26

+16

0.00%

Horst & Graben Wealth Management LLC

1.76K

Jun 30, 26

0.00%

Chemistry Wealth Management LLC

1.75K

Jun 30, 26

+186

0.00%

Tumwater Wealth Management, LLC

1.75K

Jun 30, 26

+45

0.00%

ARMSTRONG HENRY H ASSOCIATES INC

1.75K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.73K

Jun 30, 26

0.00%

Interchange Capital Partners, LLC

1.72K

Jun 30, 26

-59

0.00%

PFW Advisors LLC

1.71K

Jun 30, 26

0.00%

HM PAYSON & CO

1.70K

Jun 30, 26

0.00%

XY Planning Network, Inc.

1.69K

Jun 30, 26

+351

0.00%

TOWER TRUST & INVESTMENT Co

1.68K

Jun 30, 26

-32

0.00%

Bell Bank

1.65K

Jun 30, 26

-75

0.00%

LifeGuide Financial Advisors, LLC

1.65K

Jun 30, 26

0.00%

Weitzel Financial Services, Inc.

1.64K

Jun 30, 26

0.00%

First National Bank of Mount Dora, Trust Investment Services

1.64K

Jun 30, 26

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

1.63K

Jun 30, 26

-2

0.00%

Hardin Capital Partners, LLC

1.62K

Jun 30, 26

+70

0.00%

HHM Wealth Advisors, LLC

1.62K

Jun 30, 26

-25

0.00%

OLD NATIONAL BANCORP /IN/

1.62K

Jun 30, 26

+183

0.00%

Mascoma Wealth Management LLC

1.62K

Jun 30, 26

-23

0.00%

Pillar Financial Advisors, LLC

1.61K

Jun 30, 26

0.00%

Coastwise Capital Group, LLC

1.60K

Jun 30, 26

0.00%

KWMG, LLC

1.60K

Jun 30, 26

-16

0.00%

Atala Financial Inc

1.60K

Jun 30, 26

-500

0.00%

Investment Planning Advisors, Inc.

1.58K

Jun 30, 26

-62

0.00%

River Street Advisors LLC

1.58K

Jun 30, 26

0.00%

LexAurum Advisors, LLC

1.58K

Jun 30, 26

-37

0.00%

Schwab Charitable Fund

1.57K

Jun 30, 26

0.00%

Forum Financial Management, LP

1.57K

Jun 30, 26

-57

0.00%

TruNorth Capital Management, LLC

1.57K

Jun 30, 26

0.00%

LVW Advisors, LLC

1.54K

Jun 30, 26

+155

0.00%

Great Diamond Partners, LLC

1.54K

Jun 30, 26

0.00%

Global Wealth Strategies & Associates

1.54K

Jun 30, 26

-122

0.00%

Bensler, LLC

1.54K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

1.54K

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

1.53K

Jun 30, 26

-3

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

1.52K

Jun 30, 26

-397

0.00%

CUTLER INVESTMENT COUNSEL LLC

1.52K

Jun 30, 26

+53

0.00%

CORA CAPITAL ADVISORS LLC

1.51K

Jun 30, 26

-25

0.00%

Opal Wealth Advisors, LLC

1.51K

Jun 30, 26

-70

0.00%

Nova R Wealth, Inc.

1.51K

Jun 30, 26

-460

0.00%

Selective Wealth Management, Inc.

1.50K

Jun 30, 26

-30

0.00%

Sharp Financial Services, LLC

1.49K

Jun 30, 26

-112.48K

0.00%

KPP Advisory Services LLC

1.48K

Jun 30, 26

-201

0.00%

Etesian Wealth Advisors, Inc.

1.46K

Jun 30, 26

-79

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

1.45K

Jun 30, 26

-280

0.00%

GATEWAY INVESTMENT ADVISERS LLC

1.44K

Jun 30, 26

+1.44K

0.00%

Stonebridge Financial Group, LLC

1.44K

Jun 30, 26

0.00%

ZWJ INVESTMENT COUNSEL INC

1.43K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.43K

Jun 30, 26

0.00%

Forza Wealth Management, LLC

1.41K

Jun 30, 26

0.00%

Advantage Trust Co

1.41K

Jun 30, 26

+340

0.00%

Aspect Partners, LLC

1.40K

Jun 30, 26

0.00%

Alliance Wealth Advisors, LLC

1.40K

Jun 30, 26

0.00%

Courage Miller Partners, LLC

1.40K

Jun 30, 26

0.00%

Atlatl Advisers LLC

1.39K

Jun 30, 26

-5

0.00%

Flower City Capital

1.39K

Jun 30, 26

+84

0.00%

Unique Wealth Strategies, LLC

1.39K

Jun 30, 26

-8

0.00%

ERn Financial, LLC

1.38K

Jun 30, 26

-125

0.00%

Henrickson Nauta Wealth Advisors, Inc.

1.38K

Jun 30, 26

+1.38K

0.00%

SENTINEL PENSION ADVISORS INC

1.37K

Jun 30, 26

-3

0.00%

TrueWealth Advisors, LLC

1.37K

Jun 30, 26

-3

0.00%

ZynergyRetirementPlanningLLC

1.35K

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

1.35K

Jun 30, 26

+1.19K

0.00%

Harbor Asset Planning, Inc.

1.34K

Jun 30, 26

0.00%

SHEETS SMITH WEALTH MANAGEMENT

1.34K

Jun 30, 26

-24

0.00%

DecisionMap Wealth Management, LLC

1.32K

Jun 30, 26

0.00%

Tempus Wealth Planning, LLC

1.31K

Jun 30, 26

-40

0.00%

Painted Porch Advisors LLC

1.30K

Jun 30, 26

+28

0.00%

Capital Investment Counsel, LLC

1.30K

Jun 30, 26

-168

0.00%

Blue Zone Wealth Advisors, LLC

1.29K

Jun 30, 26

0.00%

Olistico Wealth, LLC

1.29K

Jun 30, 26

-5

0.00%

L. Roy Papp & Associates, LLP

1.26K

Jun 30, 26

0.00%

KWB Wealth

1.26K

Jun 30, 26

-11

0.00%

Breakwater Capital Group

1.25K

Jun 30, 26

+98

0.00%

Santori & Peters, Inc.

1.25K

Jun 30, 26

0.00%

Elmwood Wealth Management, Inc.

1.25K

Jun 30, 26

0.00%

Pflug Koory, LLC

1.25K

Jun 30, 26

+34

0.00%

BetterWealth, LLC

1.25K

Jun 30, 26

+18

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

1.24K

Jun 30, 26

+31

0.00%

Silver Coast Investments LLC

1.24K

Jun 30, 26

+33

0.00%

Smith Thornton Advisors LLC

1.24K

Jun 30, 26

0.00%

Foundation Wealth Management, LLC\PA

1.21K

Jun 30, 26

-146

0.00%

GHP Investment Advisors, Inc.

1.19K

Jun 30, 26

+108

0.00%

Impact Capital Partners LLC

1.19K

Jun 30, 26

-82

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

1.18K

Jun 30, 26

0.00%

PARTNERS WEALTH MANAGEMENT, LLC

1.17K

Jun 30, 26

+197

0.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

1.17K

Jun 30, 26

0.00%

Winthrop Advisory Group LLC

1.16K

Jun 30, 26

+1.16K

0.00%

MATRIX ASSET ADVISORS INC/NY

1.15K

Jun 30, 26

0.00%

National Wealth Management Group, LLC

1.14K

Jun 30, 26

-5

0.00%

Cardinal Point Capital Management, ULC

1.14K

Jun 30, 26

-216

0.00%

Optivise Advisory Services LLC

1.13K

Jun 30, 26

+136

0.00%

Indiana Trust & Investment Management CO

1.13K

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

1.13K

Jun 30, 26

+1.06K

0.00%

Hidden Cove Wealth Management, LLC

1.12K

Jun 30, 26

+26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.11K

Jun 30, 26

-21

0.00%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

1.11K

Jun 30, 26

0.00%

Symmetry Partners, LLC

1.10K

Jun 30, 26

0.00%

SlateStone Wealth, LLC

1.08K

Jun 30, 26

-23

0.00%

SOUTHERN CAPITAL ADVISORS, LLC

1.07K

Jun 30, 26

+29

0.00%

Summit Financial Strategies, Inc.

1.04K

Jun 30, 26

+14

0.00%

First Pacific Financial

1.04K

Jun 30, 26

-69

0.00%

VERITY Wealth Advisors

1.03K

Jun 30, 26

+20

0.00%

Foster Group, Inc.

1.03K

Jun 30, 26

-54

0.00%

Consolidated Planning Corp

1.02K

Jun 30, 26

+1.02K

0.00%

FLC Capital Advisors

1.02K

Jun 30, 26

0.00%

Integrity Investment Advisors, LLC

1.02K

Jun 30, 26

0.00%

Aletheian Wealth Advisors LLC

1.01K

Jun 30, 26

-4

0.00%

PENNEY FINANCIAL, LLC

1.00K

Jun 30, 26

-23.41K

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

990

Jun 30, 26

-46

0.00%

Aull & Monroe Investment Management Corp

989

Jun 30, 26

0.00%

Walker Financial Services, Inc.

989

Jun 30, 26

0.00%

TRUE Private Wealth Advisors

985

Jun 30, 26

-16

0.00%

Clarendon Private LLC

982

Jun 30, 26

+982

0.00%

Partnership Wealth Management, LLC

975

Jun 30, 26

-19

0.00%

Crumly & Associates Inc.

970

Jun 30, 26

-55

0.00%

Accurate Wealth Management, LLC

943

Jun 30, 26

+179

0.00%

Telos Capital Management, Inc.

940

Jun 30, 26

+940

0.00%

CHERRYDALE WEALTH MANAGEMENT, LLC

921

Jun 30, 26

0.00%

Bogart Wealth, LLC

915

Jun 30, 26

+45

0.00%

Wealth Alliance Advisory Group, LLC

903

Jun 30, 26

+903

0.00%

Park Capital Management, LLC / WI

899

Jun 30, 26

0.00%

Smith, Salley & Associates

898

Jun 30, 26

+898

0.00%

Refined Wealth Management

898

Jun 30, 26

0.00%

Cottage Street Advisors LLC

897

Jun 30, 26

0.00%

AAF Wealth Management, LLC

893

Jun 30, 26

-18

0.00%

LifeGoal Wealth Advisors

893

Jun 30, 26

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

893

Jun 30, 26

0.00%

Beacon Wealthcare LLC

887

Jun 30, 26

0.00%

MELFA WEALTH MANAGEMENT, LLC

881

Jun 30, 26

0.00%

David J Yvars Group

879

Jun 30, 26

+879

0.00%

Buttonwood Financial Advisors Inc.

869

Jun 30, 26

-145

0.00%

CAMELOT TECHNOLOGY ADVISORS, INC.

869

Jun 30, 26

0.00%

NorthLanding Financial Partners, LLC

869

Jun 30, 26

-8

0.00%

Welch Group, LLC

860

Jun 30, 26

0.00%

CGC Financial Services, LLC

857

Jun 30, 26

0.00%

Boston Trust Walden Corp

856

Jun 30, 26

0.00%

Grey Fox Wealth Advisors, LLC

856

Jun 30, 26

+856

0.00%

RVW Wealth, LLC

850

Jun 30, 26

-1

0.00%

YOUNGS ADVISORY GROUP, INC.

847

Jun 30, 26

0.00%

Key Client Fiduciary Advisors, LLC

839

Jun 30, 26

+41

0.00%

Integris Wealth Management, LLC

831

Jun 30, 26

0.00%

CENTRAL BANK & TRUST CO

828

Jun 30, 26

0.00%

Alhambra Investment Partners LLC

815

Jun 30, 26

-23

0.00%

WADDELL & ASSOCIATES, LLC

814

Jun 30, 26

+814

0.00%

MinichMacGregor Wealth Management, LLC

811

Jun 30, 26

0.00%

Shira Ridge Wealth Management

806

Jun 30, 26

0.00%

YHB Investment Advisors, Inc.

802

Jun 30, 26

-20

0.00%

DHJJ Financial Advisors, Ltd.

797

Jun 30, 26

-24

0.00%

BENNETT SELBY INVESTMENTS LP

794

Jun 30, 26

0.00%

Sunpointe, LLC

793

Jun 30, 26

+793

0.00%

Omega Financial Group, LLC

785

Jun 30, 26

0.00%

Versant Capital Management, Inc

783

Jun 30, 26

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

781

Jun 30, 26

+781

0.00%

Cornell Pochily Investment Advisors, Inc.

778

Jun 30, 26

-235

0.00%

Richard P Slaughter Associates Inc

777

Jun 30, 26

0.00%

GENESIS PRIVATE WEALTH, LLC

773

Jun 30, 26

+773

0.00%

FORBES J M & CO LLP

765

Jun 30, 26

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

754

Jun 30, 26

+754

0.00%

Enclave Advisors LLC

752

Jun 30, 26

-33

0.00%

Syntegra Private Wealth Group, LLC

751

Jun 30, 26

+751

0.00%

Capital Investment Services of America, Inc.

750

Jun 30, 26

+750

0.00%

MOODY LYNN & LIEBERSON, LLC

745

Jun 30, 26

+745

0.00%

MATAURO, LLC

734

Jun 30, 26

+734

0.00%

CRUX WEALTH ADVISORS

734

Jun 30, 26

+734

0.00%

Foster Victor Wealth Advisors, LLC

730

Jun 30, 26

-435

0.00%

OLIO Financial Planning

728

Jun 30, 26

+728

0.00%

Harbour Capital Advisors, LLC

721

Jun 30, 26

0.00%

Veracity Capital LLC

716

Jun 30, 26

+716

0.00%

TSFG, LLC

708

Jun 30, 26

+46

0.00%

EVERPAR ADVISORS LLC

706

Jun 30, 26

-549

0.00%

Austin Wealth Management, LLC

704

Jun 30, 26

+704

0.00%

Quantum Financial Planning Services, Inc.

698

Jun 30, 26

+698

0.00%

Ballentine Capital Advisors, Inc

696

Jun 30, 26

+696

0.00%

Raleigh Capital Management Inc.

684

Jun 30, 26

-31

0.00%

Red Mountain Financial, LLC

683

Jun 30, 26

+683

0.00%

First City Capital Management, Inc.

681

Jun 30, 26

+681

0.00%

Clarus Group, Inc.

678

Jun 30, 26

+678

0.00%

CMH Wealth Management LLC

675

Jun 30, 26

+675

0.00%

Ledgewood Wealth Advisors, LLC

675

Jun 30, 26

+675

0.00%

New Perspectives, Inc

674

Jun 30, 26

+674

0.00%

Citrine Capital LLC

673

Jun 30, 26

+673

0.00%

Wilkins Miller Wealth Management, LLC

671

Jun 30, 26

+671

0.00%

Peak Financial Management, Inc.

668

Jun 30, 26

+668

0.00%

Colonial River Wealth Management, LLC

667

Jun 30, 26

+667

0.00%

Waterway Wealth Management, LLC

666

Jun 30, 26

-198

0.00%

Perkins Coie Trust Co

665

Jun 30, 26

0.00%

Northstar Advisory Group, LLC

665

Jun 30, 26

+665

0.00%

PARTHENON LLC

665

Jun 30, 26

+665

0.00%

Vermillion Wealth Management, Inc.

649

Jun 30, 26

0.00%

StrongBox Wealth, LLC

635

Jun 30, 26

+635

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

559

Jun 30, 26

+16

0.00%

Ulland Investment Advisors, LLC

555

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

465

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

460

Jun 30, 26

-42

0.00%

Hilltop National Bank

455

Jun 30, 26

+251

0.00%

Gladwyn Financial Advisors, Inc.

411

Jun 30, 26

-145

0.00%

Founders Capital Management

409

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

407

Jun 30, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

400

Jun 30, 26

0.00%

Crews Bank & Trust

398

Jun 30, 26

+29

0.00%

Reyes Financial Architecture, Inc.

380

Jun 30, 26

-459

0.00%

Retirement Wealth Solutions LLC

363

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

360

Jun 30, 26

0.00%

BFSG, LLC

349

Jun 30, 26

+151

0.00%

Trust Co

349

Jun 30, 26

+27

0.00%

Financial Perspectives, Inc

329

Jun 30, 26

+26

0.00%

Granite FO LLC

328

Jun 30, 26

0.00%

Kings Path Partners LLC

323

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

311

Jun 30, 26

-31

0.00%

BIRCHBROOK, INC.

306

Jun 30, 26

-2

0.00%

Coastal Investment Advisors, Inc.

297

Jun 30, 26

-90

0.00%

Barnes Dennig Private Wealth Management LLC

291

Jun 30, 26

0.00%

Sawyer & Company, Inc

281

Jun 30, 26

0.00%

Wells Financial Advisors INC

266

Jun 30, 26

-1.56K

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

240

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

236

Jun 30, 26

0.00%

ACIMA PRIVATE WEALTH, LLC

217

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

203

Jun 30, 26

+203

0.00%

ATWOOD & PALMER INC

197

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

189

Jun 30, 26

0.00%

Hoese & Co LLP

188

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

180

Jun 30, 26

0.00%

Byrne Asset Management LLC

163

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

157

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

150

Jun 30, 26

0.00%

Kozak & Associates, Inc.

145

Jun 30, 26

-5

0.00%

Princeton Global Asset Management LLC

141

Jun 30, 26

-658

0.00%

Roxbury Financial LLC

125

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

119

Jun 30, 26

0.00%

GGM Financials LLC

117

Jun 30, 26

0.00%

YANKCOM Partnership

112

Jun 30, 26

-40

0.00%

Activest Wealth Management

105

Jun 30, 26

+79

0.00%

Arlington Trust Co LLC

Jun 30, 26

-1.10K

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

Jun 30, 26

+16

0.00%

Pacifica Partners Inc.

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

0.00%

Friedenthal Financial

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

+13

0.00%

PFS Partners, LLC

Jun 30, 26

0.00%

VIMA LLC

Jun 30, 26

+44

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Jun 30, 26

-28

0.00%

Provenance Wealth Advisors, LLC

Jun 30, 26

0.00%

Kentucky Trust Co

Jun 30, 26

0.00%

UNION SAVINGS BANK

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

-850

0.00%

West Branch Capital LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

ARVEST INVESTMENTS, INC.

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

GoalVest Advisory LLC

Jun 30, 26

0.00%

VISION FINANCIAL MARKETS LLC

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Team Financial Group, LLC

Jun 30, 26

-68

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-7.93K

Pictet North America Advisors SA

Jun 30, 26

-1.02K

SUMMITRY LLC

Jun 30, 26

-1.80K

Highland Financial Advisors, LLC

Jun 30, 26

-804

Wright Fund Management, LLC

Jun 30, 26

-27.64K

Live Oak Private Wealth LLC

Jun 30, 26

-1.37K

Well Done, LLC

Jun 30, 26

-769

Smith Asset Management Co., LLC

Jun 30, 26

-3.25K

Morton Capital Management LLC/CA

Jun 30, 26

-990

Aurora Private Wealth, Inc.

Jun 30, 26

-916

Scarborough Advisors, LLC

Jun 30, 26

-151

Sachetta, LLC

Jun 30, 26

-719

Wall Street Financial Group, Inc.

Jun 30, 26

-65

Clarity Asset Management, Inc.

Jun 30, 26

-130

MATTERN CAPITAL MANAGEMENT, LLC

Jun 30, 26

-926

BANK OF AMERICA CORP /DE/

21.63M

Mar 31, 26

-1.80M

3.40%

MORGAN STANLEY

8.04M

Mar 31, 26

+176.76K

1.26%

WELLS FARGO & COMPANY/MN

6.02M

Mar 31, 26

-26.19K

0.95%

UBS Group AG

4.41M

Mar 31, 26

+492.55K

0.69%

ENVESTNET ASSET MANAGEMENT INC

3.54M

Mar 31, 26

+290.08K

0.56%

MERCER GLOBAL ADVISORS INC /ADV

3.33M

Mar 31, 26

+133.75K

0.52%

LPL Financial LLC

3.32M

Mar 31, 26

-591.32K

0.52%

JONES FINANCIAL COMPANIES LLLP

2.98M

Mar 31, 26

+476.27K

0.47%

CAPTRUST FINANCIAL ADVISORS

2.83M

Mar 31, 26

+188.37K

0.45%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.81M

Mar 31, 26

+65.01K

0.44%

RAYMOND JAMES FINANCIAL INC

2.25M

Mar 31, 26

-52.52K

0.35%

Mariner, LLC

2.22M

Mar 31, 26

+249.75K

0.35%

AMERIPRISE FINANCIAL INC

2.20M

Mar 31, 26

-201.68K

0.35%

ROYAL BANK OF CANADA

2.09M

Mar 31, 26

-111.62K

0.33%

Creative Planning

2.04M

Mar 31, 26

-90.11K

0.32%

PNC FINANCIAL SERVICES GROUP, INC.

1.96M

Mar 31, 26

+19.92K

0.31%

Bank of New York Mellon Corp

1.94M

Mar 31, 26

+205.70K

0.30%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.78M

Mar 31, 26

-31.22K

0.28%

GOLDMAN SACHS GROUP INC

1.75M

Mar 31, 26

+59.56K

0.27%

Wealthfront Advisers LLC

1.70M

Mar 31, 26

+128.69K

0.27%

Cetera Investment Advisers

1.23M

Mar 31, 26

+62.67K

0.19%

JPMORGAN CHASE & CO

1.20M

Mar 31, 26

+58.96K

0.19%

WELLINGTON MANAGEMENT GROUP LLP

1.19M

Mar 31, 26

+35.18K

0.19%

FMR LLC

1.18M

Mar 31, 26

+25.24K

0.18%

STIFEL FINANCIAL CORP

1.17M

Mar 31, 26

-5.65K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

980.88K

Mar 31, 26

-15.36K

0.15%

HighTower Advisors, LLC

958.84K

Mar 31, 26

+7.59K

0.15%

ADVISOR GROUP HOLDINGS, INC.

907.83K

Mar 31, 26

+84.44K

0.14%

SIGNATUREFD, LLC

904.13K

Mar 31, 26

+886.92K

0.14%

GLENMEDE TRUST CO NA

887.18K

Mar 31, 26

-3.09K

0.14%

Cerity Partners LLC

863.57K

Mar 31, 26

+92.78K

0.14%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

818.73K

Mar 31, 26

+818.73K

0.13%

Baird Financial Group, Inc.

810.77K

Mar 31, 26

+32.18K

0.13%

Nicholas Hoffman & Company, LLC.

754.68K

Mar 31, 26

+6.68K

0.12%

BANK OF MONTREAL /CAN/

733.00K

Mar 31, 26

-101.56K

0.12%

FIFTH THIRD BANCORP

678.70K

Mar 31, 26

+369.32K

0.11%

Badgley Phelps Wealth Managers, LLC

673.53K

Mar 31, 26

-92.29K

0.11%

DAVIS R M INC

607.53K

Mar 31, 26

+18.47K

0.10%

1832 Asset Management L.P.

604.60K

Mar 31, 26

+106.42K

0.09%

CULLEN/FROST BANKERS, INC.

590.09K

Mar 31, 26

+22.13K

0.09%

TEACHER RETIREMENT SYSTEM OF TEXAS

567.16K

Mar 31, 26

0.09%

Vanguard Global Advisers, LLC

555.45K

Mar 31, 26

+555.45K

0.09%

CI Private Wealth, LLC

548.07K

Mar 31, 26

-21.00K

0.09%

Clearstead Advisors, LLC

525.16K

Mar 31, 26

-21.25K

0.08%

MONETA GROUP INVESTMENT ADVISORS LLC

509.82K

Mar 31, 26

+2.98K

0.08%

Pathstone Holdings, LLC

479.64K

Mar 31, 26

-13.78K

0.08%

CBIZ Investment Advisory Services, LLC

476.20K

Mar 31, 26

+343.73K

0.07%

STATE STREET CORP

462.35K

Mar 31, 26

-91.04K

0.07%

Rockefeller Capital Management L.P.

459.42K

Mar 31, 26

+16.48K

0.07%

PINNACLE ASSOCIATES LTD

458.67K

Mar 31, 26

+5.70K

0.07%

Fusion Family Wealth LLC

441.73K

Mar 31, 26

+11.98K

0.07%

TRUIST FINANCIAL CORP

434.43K

Mar 31, 26

+20.59K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

430.93K

Mar 31, 26

-6.22K

0.07%

Equitable Holdings, Inc.

423.32K

Mar 31, 26

+36.01K

0.07%

PEAPACK GLADSTONE FINANCIAL CORP

408.01K

Mar 31, 26

+718

0.06%

Wealthspire Advisors, LLC

401.54K

Mar 31, 26

+2.94K

0.06%

Cambridge Investment Research Advisors, Inc.

395.66K

Mar 31, 26

-1.26K

0.06%

Baker Avenue Asset Management, LP

390.63K

Mar 31, 26

+3.99K

0.06%

NATIXIS ADVISORS, L.P.

375.74K

Mar 31, 26

-38.82K

0.06%

INVICTUS PRIVATE WEALTH, LLC

375.72K

Mar 31, 26

+6.31K

0.06%

MML INVESTORS SERVICES, LLC

375.34K

Mar 31, 26

-65.36K

0.06%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

369.60K

Mar 31, 26

+72.87K

0.06%

BlackRock, Inc.

367.80K

Mar 31, 26

+12.30K

0.06%

Private Advisor Group, LLC

367.38K

Mar 31, 26

+1.86K

0.06%

Karpus Management, Inc.

321.68K

Mar 31, 26

-13.02K

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

320.04K

Mar 31, 26

+6.73K

0.05%

Efficient Advisors, LLC

316.20K

Mar 31, 26

-102.55K

0.05%

M&T BANK CORP

293.10K

Mar 31, 26

-20.72K

0.05%

LINCOLN NATIONAL CORP

284.32K

Mar 31, 26

-17.37K

0.04%

Kestra Advisory Services, LLC

279.93K

Mar 31, 26

+69.91K

0.04%

Colony Group, LLC

267.05K

Mar 31, 26

+6.92K

0.04%

WIT, LLC

264.22K

Mar 31, 26

-131

0.04%

PITTENGER & ANDERSON INC

260.49K

Mar 31, 26

-1.21K

0.04%

Smithfield Trust Co

258.67K

Mar 31, 26

+4.26K

0.04%

ASSETMARK, INC

243.10K

Mar 31, 26

-48.94K

0.04%

CENTRAL TRUST Co

234.19K

Mar 31, 26

+23.90K

0.04%

Betterment LLC

230.83K

Mar 31, 26

+1.61K

0.04%

SCS Capital Management LLC

219.71K

Mar 31, 26

+94.32K

0.03%

US BANCORP \DE\

213.24K

Mar 31, 26

-50.43K

0.03%

Joel Isaacson & Co., LLC

211.85K

Mar 31, 26

+9.61K

0.03%

MAI Capital Management

211.31K

Mar 31, 26

+7.07K

0.03%

VANTAGEPOINT INVESTMENT ADVISERS LLC

210.24K

Mar 31, 26

-3.66K

0.03%

Ellenbecker Investment Group

207.31K

Mar 31, 26

+5.71K

0.03%

CHOREO, LLC

204.74K

Mar 31, 26

+20.73K

0.03%

Janney Montgomery Scott LLC

203.90K

Mar 31, 26

+10.49K

0.03%

First Command Advisory Services, Inc.

195.21K

Mar 31, 26

-4.40K

0.03%

NewEdge Advisors, LLC

195.02K

Mar 31, 26

-1.02K

0.03%

Chandler Asset Management, Inc.

191.30K

Mar 31, 26

-69.03K

0.03%

JANE STREET GROUP, LLC

189.51K

Mar 31, 26

+172.71K

0.03%

American Trust

188.24K

Mar 31, 26

+2.85K

0.03%

Chicago Partners Investment Group LLC

182.75K

Mar 31, 26

+10.50K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

177.99K

Mar 31, 26

+470

0.03%

REGIONS FINANCIAL CORP

174.45K

Mar 31, 26

+6.39K

0.03%

McCarthy Grittinger Financial Group, LLC

172.80K

Mar 31, 26

+476

0.03%

TRUST CO OF VIRGINIA /VA

170.40K

Mar 31, 26

-1.43K

0.03%

Garde Capital, Inc.

168.31K

Mar 31, 26

-1.64K

0.03%

AMG National Trust Bank

167.65K

Mar 31, 26

+20.14K

0.03%

Sanctuary Advisors, LLC

165.61K

Mar 31, 26

+704

0.03%

Johnson Financial Group, LLC

164.58K

Mar 31, 26

-8.20K

0.03%

Pinnacle Wealth Management Advisory Group, LLC

163.69K

Mar 31, 26

+5.38K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

161.42K

Mar 31, 26

+13.18K

0.03%

Parallel Advisors, LLC

161.13K

Mar 31, 26

+3.97K

0.03%

Beacon Pointe Advisors, LLC

160.14K

Mar 31, 26

+13.64K

0.03%

MPS Loria Financial Planners, LLC

154.34K

Mar 31, 26

+2.50K

0.02%

ALPS ADVISORS INC

153.39K

Mar 31, 26

-19.40K

0.02%

Investments & Financial Planning, LLC

148.73K

Mar 31, 26

-1.01K

0.02%

Lido Advisors, LLC

146.10K

Mar 31, 26

+1.66K

0.02%

JANUS HENDERSON GROUP PLC

145.88K

Mar 31, 26

-154.18K

0.02%

Legacy Financial Group LLC

143.89K

Mar 31, 26

+270

0.02%

HERITAGE INVESTORS MANAGEMENT CORP

142.97K

Mar 31, 26

-1.06K

0.02%

Aufman Associates Inc

142.77K

Mar 31, 26

-1.47K

0.02%

Connecticut Wealth Management, LLC

142.25K

Mar 31, 26

-7.55K

0.02%

Brown Financial Advisory

141.35K

Mar 31, 26

+17.34K

0.02%

Atomi Financial Group, Inc.

137.14K

Mar 31, 26

-17.71K

0.02%

Capital Asset Advisory Services LLC

136.09K

Mar 31, 26

+7.69K

0.02%

ASSOCIATED BANC-CORP

133.08K

Mar 31, 26

+15.01K

0.02%

NORTHERN TRUST CORP

132.86K

Mar 31, 26

+1.97K

0.02%

Waverly Advisors, LLC

126.69K

Mar 31, 26

+1.50K

0.02%

Pure Financial Advisors, LLC

126.68K

Mar 31, 26

+263

0.02%

Brinker Capital Investments, LLC

120.69K

Mar 31, 26

+4.02K

0.02%

WP Advisors, LLC

120.39K

Mar 31, 26

-2.70K

0.02%

HUNTINGTON NATIONAL BANK

118.56K

Mar 31, 26

+78.54K

0.02%

NewEdge Wealth, LLC

118.23K

Mar 31, 26

-6.35K

0.02%

StoneX Group Inc.

118.06K

Mar 31, 26

+36.50K

0.02%

Circle Wealth Management, LLC

117.59K

Mar 31, 26

+30.00K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

117.45K

Mar 31, 26

-1.32K

0.02%

CreativeOne Wealth, LLC

115.86K

Mar 31, 26

-947

0.02%

VANGUARD ADVISERS INC

115.54K

Mar 31, 26

+115.54K

0.02%

Miracle Mile Advisors, LLC

114.00K

Mar 31, 26

-5.44K

0.02%

Integrated Wealth Concepts LLC

112.00K

Mar 31, 26

+38.54K

0.02%

BANK OF HAWAII

110.36K

Mar 31, 26

+155

0.02%

Summit Financial, LLC

110.08K

Mar 31, 26

+11.85K

0.02%

AQR CAPITAL MANAGEMENT LLC

108.08K

Mar 31, 26

+14.31K

0.02%

EP Wealth Advisors, LLC

106.29K

Mar 31, 26

-9.51K

0.02%

CWM, LLC

106.06K

Mar 31, 26

-7.36K

0.02%

Modera Wealth Management, LLC

103.32K

Mar 31, 26

-5.50K

0.02%

SP Asset Management LLC

102.26K

Mar 31, 26

-2.28K

0.02%

BLB&B Advisors, LLC

100.88K

Mar 31, 26

-3.29K

0.02%

STEPHENS INC /AR/

100.68K

Mar 31, 26

-824

0.02%

3Chopt Investment Partners, LLC

100.16K

Mar 31, 26

+3.14K

0.02%

MBE Wealth Management, LLC

99.17K

Mar 31, 26

-1.79K

0.02%

LAIRD NORTON TRUST COMPANY, LLC

98.18K

Mar 31, 26

+9.31K

0.02%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

98.18K

Mar 31, 26

-12.43K

0.02%

Savant Capital, LLC

98.07K

Mar 31, 26

-21.47K

0.02%

WOODMONT INVESTMENT COUNSEL LLC

98.05K

Mar 31, 26

+865

0.02%

Curran Financial Partners, LLC

96.19K

Mar 31, 26

+9.68K

0.02%

MANNING & NAPIER ADVISORS LLC

95.94K

Mar 31, 26

+10.21K

0.02%

JDM Financial Group LLC

94.41K

Mar 31, 26

+3.91K

0.01%

Steward Partners Investment Advisory, LLC

94.39K

Mar 31, 26

-4.36K

0.01%

BROWN ADVISORY INC

93.45K

Mar 31, 26

-2.87K

0.01%

AlphaCore Capital LLC

93.27K

Mar 31, 26

+9.96K

0.01%

Koshinski Asset Management, Inc.

91.72K

Mar 31, 26

+3.97K

0.01%

Nuveen, LLC

91.20K

Mar 31, 26

+10.13K

0.01%

BESSEMER GROUP INC

91.14K

Mar 31, 26

-3.02K

0.01%

HB Wealth Management, LLC

91.10K

Mar 31, 26

+5.11K

0.01%

FIRST MANHATTAN CO. LLC.

89.43K

Mar 31, 26

+6.68K

0.01%

WBH ADVISORY INC

89.26K

Mar 31, 26

-3.04K

0.01%

Summit Trail Advisors, LLC

89.25K

Mar 31, 26

+3.66K

0.01%

Glenview Trust Co

88.62K

Mar 31, 26

+31

0.01%

MONTAG A & ASSOCIATES INC

88.38K

Mar 31, 26

+1.52K

0.01%

Hurlow Wealth Management Group, Inc.

87.53K

Mar 31, 26

+77

0.01%

Financial Engines Advisors L.L.C.

87.48K

Mar 31, 26

-4.39K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

86.39K

Mar 31, 26

+68.30K

0.01%

SIMON QUICK ADVISORS, LLC

86.10K

Mar 31, 26

+6.55K

0.01%

Elm Partners Management LLC

85.42K

Mar 31, 26

+10.58K

0.01%

Bleakley Financial Group, LLC

83.75K

Mar 31, 26

-178

0.01%

Noble Family Wealth, LLC

82.18K

Mar 31, 26

+3.26K

0.01%

Whitegate Investment Counselors, Inc.

78.77K

Mar 31, 26

-1.24K

0.01%

DAYMARK WEALTH PARTNERS, LLC

77.37K

Mar 31, 26

-323

0.01%

FORVIS Wealth Advisors, LLC

76.33K

Mar 31, 26

-4.08K

0.01%

Buckingham Strategic Partners

75.83K

Mar 31, 26

-7.18K

0.01%

Strategic Investment Advisors / MI

75.52K

Mar 31, 26

+3.66K

0.01%

ROOF EIDAM & MAYCOCK/ADV

75.45K

Mar 31, 26

+303

0.01%

Pensionmark Financial Group, LLC

74.78K

Mar 31, 26

+7.93K

0.01%

NFP Retirement, Inc.

74.05K

Mar 31, 26

+4.91K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

73.59K

Mar 31, 26

+4.87K

0.01%

SAM Advisors, LLC

73.57K

Mar 31, 26

+1.01K

0.01%

VestGen Advisors, LLC

73.01K

Mar 31, 26

+37.85K

0.01%

OneAscent Financial Services LLC

72.71K

Mar 31, 26

+59.73K

0.01%

McIlrath & Eck, LLC

72.62K

Mar 31, 26

+3.06K

0.01%

Quantinno Capital Management LP

72.28K

Mar 31, 26

+21.22K

0.01%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

71.75K

Mar 31, 26

+3.33K

0.01%

Marietta Wealth Management, LLC

71.73K

Mar 31, 26

+275

0.01%

SAGE RHINO CAPITAL LLC

70.96K

Mar 31, 26

-790

0.01%

ALLIANCEBERNSTEIN L.P.

70.30K

Mar 31, 26

+634

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

69.57K

Mar 31, 26

-2.52K

0.01%

GOLDEN ROAD ADVISORS LLC

69.46K

Mar 31, 26

+1.34K

0.01%

Toroso Investments, LLC

69.25K

Mar 31, 26

-35.86K

0.01%

Allworth Financial LP

68.58K

Mar 31, 26

-725

0.01%

Independent Advisor Alliance

67.95K

Mar 31, 26

+63.63K

0.01%

Cresset Asset Management, LLC

67.51K

Mar 31, 26

+4.47K

0.01%

AGF MANAGEMENT LTD

65.91K

Mar 31, 26

-673

0.01%

Aries Wealth Management

65.52K

Mar 31, 26

+7.49K

0.01%

Signal Advisors Wealth, LLC

65.25K

Mar 31, 26

+25.61K

0.01%

THORNBURG INVESTMENT MANAGEMENT INC

64.48K

Mar 31, 26

+64.48K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

64.19K

Mar 31, 26

-399

0.01%

WHITTIER TRUST CO OF NEVADA INC

63.76K

Mar 31, 26

-696

0.01%

Dunhill Financial, LLC

63.62K

Mar 31, 26

+6.24K

0.01%

BLAIR WILLIAM & CO/IL

63.57K

Mar 31, 26

+2.81K

0.01%

Atria Investments, Inc

63.54K

Mar 31, 26

-1.81K

0.01%

SRS Capital Advisors, Inc.

63.12K

Mar 31, 26

-61.40K

0.01%

Concurrent Investment Advisors, LLC

63.12K

Mar 31, 26

-697

0.01%

BRADLEY FOSTER & SARGENT INC/CT

62.82K

Mar 31, 26

+2.47K

0.01%

True North Advisors, LLC

62.65K

Mar 31, 26

-1.17K

0.01%

Tribridge Partners Financial LLC

62.15K

Mar 31, 26

+1.95K

0.01%

McAdam, LLC

61.70K

Mar 31, 26

+2.01K

0.01%

Wealth Architects, LLC

60.59K

Mar 31, 26

-1.46K

0.01%

Capital Group Private Client Services, Inc.

60.34K

Mar 31, 26

+2.95K

0.01%

RFG HOLDINGS, INC.

60.28K

Mar 31, 26

+5.42K

0.01%

Plum Street Advisors, LLC

59.69K

Mar 31, 26

+844

0.01%

BURLING WEALTH PARTNERS, LLC

59.58K

Mar 31, 26

-1.21K

0.01%

Focused Wealth Management, Inc

58.07K

Mar 31, 26

+3.88K

0.01%

Vestmark Advisory Solutions, Inc.

57.40K

Mar 31, 26

+45.98K

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

56.69K

Mar 31, 26

+276

0.01%

TD PRIVATE CLIENT WEALTH LLC

56.36K

Mar 31, 26

-630

0.01%

Savvy Advisors, Inc.

56.31K

Mar 31, 26

+3.70K

0.01%

Perfromance Wealth Partners, LLC

53.46K

Mar 31, 26

+43.10K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

53.25K

Mar 31, 26

+10.09K

0.01%

Ascent Wealth Partners, LLC

53.15K

Mar 31, 26

+53.15K

0.01%

Fiduciary Wealth Partners, LLC

52.97K

Mar 31, 26

-17.92K

0.01%

OPPENHEIMER & CO INC

52.85K

Mar 31, 26

+2.85K

0.01%

Ameritas Advisory Services, LLC

52.15K

Mar 31, 26

-1.70K

0.01%

PDS Planning, Inc

52.01K

Mar 31, 26

-71

0.01%

Asset Management Group, Inc.

51.78K

Mar 31, 26

-20

0.01%

MITCHELL MCLEOD PUGH & WILLIAMS INC

51.53K

Mar 31, 26

-1.17K

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

51.24K

Mar 31, 26

-845.12K

0.01%

NICOLET BANKSHARES INC

51.23K

Mar 31, 26

+44.73K

0.01%

Roberts Wealth Advisors, LLC

51.21K

Mar 31, 26

+2.02K

0.01%

Rossmore Private Capital

51.13K

Mar 31, 26

-1.18K

0.01%

Gateway Wealth Partners, LLC

50.80K

Mar 31, 26

+49.63K

0.01%

Ashton Thomas Private Wealth, LLC

49.68K

Mar 31, 26

+1.31K

0.01%

St. Louis Trust Co

49.35K

Mar 31, 26

-580

0.01%

STALEY CAPITAL ADVISERS INC

49.23K

Mar 31, 26

-146

0.01%

Kathmere Capital Management, LLC

49.01K

Mar 31, 26

+1.77K

0.01%

Dakota Wealth Management

48.74K

Mar 31, 26

-1.48K

0.01%

NorthRock Partners, LLC

48.65K

Mar 31, 26

-5.38K

0.01%

Crestwood Advisors Group LLC

48.43K

Mar 31, 26

+15.47K

0.01%

Cherry Tree Wealth Management, LLC

48.05K

Mar 31, 26

+431

0.01%

Stratos Wealth Partners, LTD.

47.69K

Mar 31, 26

+300

0.01%

CANANDAIGUA NATIONAL CORP

46.57K

Mar 31, 26

+46.57K

0.01%

GeoWealth Management, LLC

46.50K

Mar 31, 26

-991

0.01%

WHITTIER TRUST CO

46.42K

Mar 31, 26

-1.37K

0.01%

James J. Burns & Company, LLC

46.36K

Mar 31, 26

+1.41K

0.01%

DORVAL Corp

45.44K

Mar 31, 26

+240

0.01%

CSM Advisors, LLC

45.39K

Mar 31, 26

+2.29K

0.01%

Caprock Group, LLC

44.10K

Mar 31, 26

-619

0.01%

Sage Mountain Advisors LLC

44.01K

Mar 31, 26

-7.30K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

43.82K

Mar 31, 26

+9.84K

0.01%

Cynosure Group, LLC

43.74K

Mar 31, 26

+92

0.01%

NORTHSTAR ASSET MANAGEMENT LLC

43.62K

Mar 31, 26

+860

0.01%

Fonville Wealth Management LLC

43.42K

Mar 31, 26

+246

0.01%

Fee-Only Financial Planning, L.C.

42.99K

Mar 31, 26

-571

0.01%

Resources Investment Advisors, LLC.

42.45K

Mar 31, 26

-9.01K

0.01%

Capital Advisors Wealth Management, LLC

42.38K

Mar 31, 26

+16.16K

0.01%

BOKF, NA

42.36K

Mar 31, 26

+6.85K

0.01%

FRANKLIN RESOURCES INC

42.16K

Mar 31, 26

+17.71K

0.01%

CAPITAL PERFORMANCE ADVISORS LLP

42.08K

Mar 31, 26

+1.11K

0.01%

Code Waechter LLC

42.03K

Mar 31, 26

+4.07K

0.01%

CHILTON CAPITAL MANAGEMENT LLC

41.76K

Mar 31, 26

+5.19K

0.01%

Perigon Wealth Management, LLC

41.63K

Mar 31, 26

-60

0.01%

HARBOUR INVESTMENTS, INC.

41.14K

Mar 31, 26

+17.08K

0.01%

25 LLC

41.07K

Mar 31, 26

+820

0.01%

U.S. Capital Wealth Advisors, LLC

41.02K

Mar 31, 26

-2.48K

0.01%

Apriem Advisors

41.00K

Mar 31, 26

+26.88K

0.01%

TD Capital Management LLC

40.80K

Mar 31, 26

-275

0.01%

Ellevest, Inc.

40.69K

Mar 31, 26

+1.33K

0.01%

HOGE FINANCIAL SERVICES, LLC

40.64K

Mar 31, 26

-786

0.01%

Horizons Wealth Management

40.39K

Mar 31, 26

-689

0.01%

Brooklyn FI, LLC

40.25K

Mar 31, 26

+1.25K

0.01%

Red Wave Investments LLC

40.20K

Mar 31, 26

-2.34K

0.01%

BlueSky Wealth Advisors, LLC

40.15K

Mar 31, 26

+623

0.01%

BRIDGES INVESTMENT MANAGEMENT INC

39.96K

Mar 31, 26

+256

0.01%

CULBERTSON A N & CO INC

39.65K

Mar 31, 26

+24

0.01%

Smartleaf Asset Management LLC

39.55K

Mar 31, 26

+5.54K

0.01%

Apollon Wealth Management, LLC

39.55K

Mar 31, 26

-3.17K

0.01%

Leeward Financial Partners, LLC

39.23K

Mar 31, 26

-5.06K

0.01%

Gotham Asset Management, LLC

39.21K

Mar 31, 26

+6.16K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

38.74K

Mar 31, 26

-194

0.01%

BOK Financial Private Wealth, Inc.

38.35K

Mar 31, 26

-2.21K

0.01%

Financial Futures Ltd Liability Co.

38.06K

Mar 31, 26

+1.80K

0.01%

Adviser Investments LLC

37.32K

Mar 31, 26

+2.24K

0.01%

SouthState Corp

37.02K

Mar 31, 26

-2.73K

0.01%

Evolution Wealth Advisors, LLC

36.85K

Mar 31, 26

+623

0.01%

PRINCIPAL SECURITIES, INC.

36.59K

Mar 31, 26

-555

0.01%

Smith & Howard Wealth Management, LLC

36.52K

Mar 31, 26

-10.01K

0.01%

Wealth Management Strategies, Inc.

36.41K

Mar 31, 26

+1.19K

0.01%

Field & Main Bank

36.40K

Mar 31, 26

+65

0.01%

Visionary Wealth Advisors

35.79K

Mar 31, 26

-170

0.01%

Black Diamond Financial, LLC

35.71K

Mar 31, 26

-688

0.01%

Valmark Advisers, Inc.

35.52K

Mar 31, 26

+444

0.01%

Sand Hill Global Advisors, LLC

35.40K

Mar 31, 26

-476

0.01%

WESBANCO BANK INC

35.27K

Mar 31, 26

+2.14K

0.01%

BEACON FINANCIAL PLANNING, INC

35.09K

Mar 31, 26

+7.20K

0.01%

COMMERCE BANK

35.01K

Mar 31, 26

+12.39K

0.01%

Peak Retirement Planning, Inc.

34.53K

Mar 31, 26

+28.75K

0.01%

Sigma Planning Corp

34.25K

Mar 31, 26

+10.78K

0.01%

Brick & Kyle, Associates

33.77K

Mar 31, 26

-5.64K

0.01%

HARBOR ADVISORY CORP /MA/

33.45K

Mar 31, 26

-10.65K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

33.43K

Mar 31, 26

+1.05K

0.01%

GAMCO INVESTORS, INC. ET AL

33.33K

Mar 31, 26

+7.52K

0.01%

Five Pine Wealth Management

32.80K

Mar 31, 26

+47

0.01%

Empower Advisory Group, LLC

32.78K

Mar 31, 26

-6.21K

0.01%

Midwest Trust Co

32.58K

Mar 31, 26

+1.21K

0.01%

WESCAP Management Group, Inc.

32.49K

Mar 31, 26

+59

0.01%

Evolution Advisers, Inc.

32.48K

Mar 31, 26

+615

0.01%

Elite Financial, Inc.

32.33K

Mar 31, 26

-315

0.01%

Haverford Trust Co

31.88K

Mar 31, 26

-3.29K

0.01%

Venture Visionary Partners LLC

31.83K

Mar 31, 26

-435

0.01%

First Bancorp, Inc /ME/

31.65K

Mar 31, 26

+727

0.00%

Sanibel Captiva Trust Company, Inc.

31.59K

Mar 31, 26

+526

0.00%

Vise Technologies, Inc.

31.43K

Mar 31, 26

0.00%

COZAD ASSET MANAGEMENT INC

31.30K

Mar 31, 26

+14

0.00%

ARROW FINANCIAL CORP

31.27K

Mar 31, 26

-13.97K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

31.24K

Mar 31, 26

-1.57K

0.00%

Texas Yale Capital Corp.

31.05K

Mar 31, 26

+1.44K

0.00%

Warwick Investment Management, Inc.

30.99K

Mar 31, 26

+704

0.00%

Roundview Capital LLC

30.79K

Mar 31, 26

+628

0.00%

Latigo Investments, LLC

30.67K

Mar 31, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

30.63K

Mar 31, 26

0.00%

Mutual Advisors, LLC

30.62K

Mar 31, 26

-4.74K

0.00%

Rehmann Capital Advisory Group

30.54K

Mar 31, 26

-223

0.00%

Ancora Advisors, LLC

30.51K

Mar 31, 26

-126

0.00%

WESTWOOD HOLDINGS GROUP INC

30.39K

Mar 31, 26

+293

0.00%

IEQ CAPITAL, LLC

29.91K

Mar 31, 26

-1.24K

0.00%

JNBA Financial Advisors

29.59K

Mar 31, 26

-1.23K

0.00%

Fund Evaluation Group, LLC

29.43K

Mar 31, 26

+29.43K

0.00%

GILL CAPITAL PARTNERS, LLC

29.37K

Mar 31, 26

+565

0.00%

Arkos Global Advisors

29.34K

Mar 31, 26

-311

0.00%

FIDUCIARY TRUST CO

29.13K

Mar 31, 26

-808

0.00%

FIDUCIENT ADVISORS LLC

28.39K

Mar 31, 26

-1.81K

0.00%

BIP Wealth, LLC

28.38K

Mar 31, 26

-1.35K

0.00%

RENAISSANCE TECHNOLOGIES LLC

28.32K

Mar 31, 26

+28.32K

0.00%

Creekside Partners

28.23K

Mar 31, 26

+319

0.00%

Mesirow Financial Investment Management, Inc.

28.20K

Mar 31, 26

+3.44K

0.00%

RW Investment Management LLC

28.08K

Mar 31, 26

+28.08K

0.00%

Prepared Retirement Institute LLC

28.02K

Mar 31, 26

-682

0.00%

Meeder Advisory Services, Inc.

27.16K

Mar 31, 26

+655

0.00%

White Lighthouse Investment Management Inc.

26.93K

Mar 31, 26

+2.34K

0.00%

Essex Financial Services, Inc.

26.92K

Mar 31, 26

+1.66K

0.00%

Fi3 FINANCIAL ADVISORS, LLC

26.73K

Mar 31, 26

-4.10K

0.00%

BTG Pactual Asset Management US LLC

26.68K

Mar 31, 26

-3.56K

0.00%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

26.32K

Mar 31, 26

+2.39K

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

26.23K

Mar 31, 26

+2.22K

0.00%

Continuum Advisory, LLC

26.07K

Mar 31, 26

+418

0.00%

REAP Financial Group, LLC

25.98K

Mar 31, 26

+844

0.00%

Snowden Capital Advisors LLC

25.98K

Mar 31, 26

+579

0.00%

Greenhouse Wealth Management, LLC

25.93K

Mar 31, 26

+18

0.00%

Root Financial Partners, LLC

25.83K

Mar 31, 26

+6.09K

0.00%

Peterson Wealth Advisors, LLC

25.71K

Mar 31, 26

-1.17K

0.00%

Belpointe Asset Management LLC

25.58K

Mar 31, 26

+6.59K

0.00%

American Investment Services, Inc.

25.37K

Mar 31, 26

+411

0.00%

Brightwater Advisory LLC

25.08K

Mar 31, 26

+365

0.00%

Atlantic Union Bankshares Corp

24.87K

Mar 31, 26

+464

0.00%

Ruggaard & Associates LLC

24.86K

Mar 31, 26

-348

0.00%

QUEST INVESTMENT MANAGEMENT LLC

24.73K

Mar 31, 26

+3.78K

0.00%

Jacobsen Capital Management

24.37K

Mar 31, 26

+216

0.00%

MACKENZIE FINANCIAL CORP

23.86K

Mar 31, 26

-1.21K

0.00%

Pinnacle Financial Group, LLC / IL

23.57K

Mar 31, 26

+1.14K

0.00%

Walkner Condon Financial Advisors LLC

23.52K

Mar 31, 26

+720

0.00%

Carr Financial Group Corp

23.46K

Mar 31, 26

+2.30K

0.00%

RITHOLTZ WEALTH MANAGEMENT

23.39K

Mar 31, 26

+5.03K

0.00%

Rialto Wealth Management, LLC

23.36K

Mar 31, 26

-624

0.00%

Frontier Asset Management, LLC

23.31K

Mar 31, 26

+1.17K

0.00%

Stonebridge Capital Advisors LLC

23.24K

Mar 31, 26

+284

0.00%

S.A. Mason LLC

23.19K

Mar 31, 26

+1.46K

0.00%

CITIGROUP INC

23.07K

Mar 31, 26

+947

0.00%

Mill Creek Capital Advisors, LLC

23.06K

Mar 31, 26

+24

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

22.97K

Mar 31, 26

-171

0.00%

Evercore Wealth Management, LLC

22.72K

Mar 31, 26

-2

0.00%

Kera Capital Partners, Inc.

22.49K

Mar 31, 26

+282

0.00%

HEADINVEST, LLC

22.12K

Mar 31, 26

+33

0.00%

Fortis Capital Advisors, LLC

22.07K

Mar 31, 26

+6.62K

0.00%

May Hill Capital, LLC

22.01K

Mar 31, 26

-1.21K

0.00%

Integrated Advisors Network LLC

21.86K

Mar 31, 26

+709

0.00%

Meridian Wealth Management, LLC

21.77K

Mar 31, 26

-63

0.00%

Aptus Capital Advisors, LLC

21.76K

Mar 31, 26

-1.99K

0.00%

Ausdal Financial Partners, Inc.

21.60K

Mar 31, 26

+494

0.00%

GFS Advisors, LLC

21.32K

Mar 31, 26

+150

0.00%

Argent Trust Co

21.29K

Mar 31, 26

+10.72K

0.00%

Brand Asset Management Group, Inc.

21.21K

Mar 31, 26

+1.92K

0.00%

One Capital Management, LLC

21.14K

Mar 31, 26

-302

0.00%

Financial Insights, Inc.

21.11K

Mar 31, 26

-786

0.00%

Keystone Financial Group

21.11K

Mar 31, 26

+237

0.00%

Freestone Capital Holdings, LLC

21.09K

Mar 31, 26

+1.94K

0.00%

Modern Wealth Management, LLC

21.09K

Mar 31, 26

-539

0.00%

Vanguard National Trust Co

21.07K

Mar 31, 26

+21.07K

0.00%

Index Fund Advisors, Inc.

20.89K

Mar 31, 26

+64

0.00%

CONDOR CAPITAL MANAGEMENT

20.87K

Mar 31, 26

-502

0.00%

STAGE HARBOR FINANCIAL, LLC

20.59K

Mar 31, 26

-584

0.00%

McKinley Carter Wealth Services, Inc.

20.58K

Mar 31, 26

-831

0.00%

JMG Financial Group, Ltd.

20.36K

Mar 31, 26

+573

0.00%

BALANCED WEALTH GROUP LLC

20.14K

Mar 31, 26

-195

0.00%

KEYVANTAGE WEALTH, LLC

20.14K

Mar 31, 26

+408

0.00%

Bernardo Wealth Planning LLC

20.03K

Mar 31, 26

+482

0.00%

Advisory Services Network, LLC

19.75K

Mar 31, 26

-387

0.00%

Parkside Financial Bank & Trust

19.56K

Mar 31, 26

-388

0.00%

Compass Ion Advisors, LLC

19.46K

Mar 31, 26

-86

0.00%

Wilson & Boucher Capital Management, LLC

19.40K

Mar 31, 26

+25

0.00%

WASHINGTON TRUST Co

19.34K

Mar 31, 26

-19

0.00%

American Alpha Advisors, LLC

19.18K

Mar 31, 26

0.00%

Arkadios Wealth Advisors

18.89K

Mar 31, 26

+1.05K

0.00%

Claro Advisors LLC

18.80K

Mar 31, 26

+539

0.00%

CONNABLE OFFICE INC

18.69K

Mar 31, 26

+1.31K

0.00%

Advisor OS, LLC

18.64K

Mar 31, 26

+2.58K

0.00%

FISHMAN JAY A LTD/MI

18.48K

Mar 31, 26

-310

0.00%

IFG Advisors, LLC

18.41K

Mar 31, 26

+247

0.00%

KFA Private Wealth Group, LLC

18.39K

Mar 31, 26

-289

0.00%

Mokosak Advisory Group, LLC

18.30K

Mar 31, 26

+337

0.00%

RiverGlades Family Offices LLC

18.30K

Mar 31, 26

+18.30K

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

18.22K

Mar 31, 26

-17.24K

0.00%

Lynch Asset Management, Inc.

18.15K

Mar 31, 26

+50

0.00%

Manchester Capital Management LLC

18.09K

Mar 31, 26

-812

0.00%

Calamos Wealth Management LLC

18.02K

Mar 31, 26

+167

0.00%

Calamos Advisors LLC

18.02K

Mar 31, 26

+18.02K

0.00%

One Day In July LLC

17.89K

Mar 31, 26

+191

0.00%

Salomon & Ludwin, LLC

17.74K

Mar 31, 26

-794

0.00%

Veridan Wealth LLC

17.73K

Mar 31, 26

+61

0.00%

Valtinson Bruner Financial Planning LLC

17.65K

Mar 31, 26

-1.70K

0.00%

SEI INVESTMENTS CO

17.62K

Mar 31, 26

-8.35K

0.00%

Bay Harbor Wealth Management, LLC

17.51K

Mar 31, 26

-365

0.00%

UNITED BANK

17.46K

Mar 31, 26

-851

0.00%

Kingsview Wealth Management, LLC

17.38K

Mar 31, 26

+2.14K

0.00%

Hartmann Taylor Wealth Management, LLC

17.21K

Mar 31, 26

+222

0.00%

MGO ONE SEVEN LLC

17.11K

Mar 31, 26

+33

0.00%

MY Wealth Management Inc.

17.08K

Mar 31, 26

+29

0.00%

Frazier Financial Advisors, LLC

17.06K

Mar 31, 26

-169

0.00%

Balentine LLC

17.02K

Mar 31, 26

-63

0.00%

CWS Financial Advisors, LLC

16.90K

Mar 31, 26

+41

0.00%

MATHER GROUP, LLC.

16.89K

Mar 31, 26

+345

0.00%

Prime Capital Investment Advisors, LLC

16.76K

Mar 31, 26

-57

0.00%

Robertson Stephens Wealth Management, LLC

16.73K

Mar 31, 26

-322

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

16.68K

Mar 31, 26

+185

0.00%

Evanson Asset Management, LLC

16.67K

Mar 31, 26

+505

0.00%

WASHINGTON TRUST BANK

16.55K

Mar 31, 26

-5.06K

0.00%

MAYPORT, LLC

16.54K

Mar 31, 26

+553

0.00%

Mystic Asset Management, Inc.

16.38K

Mar 31, 26

-365

0.00%

AE Wealth Management LLC

16.35K

Mar 31, 26

+762

0.00%

Goldstone Financial Group, LLC

16.21K

Mar 31, 26

+16.21K

0.00%

TFB Advisors LLC

16.18K

Mar 31, 26

-688

0.00%

Krilogy Financial LLC

16.10K

Mar 31, 26

-472

0.00%

Cove Private Wealth, LLC

15.98K

Mar 31, 26

+3.46K

0.00%

Blueprint Investment Partners LLC

15.93K

Mar 31, 26

+383

0.00%

Wealth Alliance

15.91K

Mar 31, 26

-1.63K

0.00%

Mount Yale Investment Advisors, LLC

15.88K

Mar 31, 26

+6.51K

0.00%

Frank, Rimerman Advisors LLC

15.88K

Mar 31, 26

-3.09K

0.00%

WEDBUSH SECURITIES INC

15.86K

Mar 31, 26

+1.19K

0.00%

Sagace Wealth Management LLC

15.83K

Mar 31, 26

-111

0.00%

Beacon Bridge Wealth Partners, LLC

15.82K

Mar 31, 26

+145

0.00%

Optimist Retirement Group LLC

15.78K

Mar 31, 26

-1.05K

0.00%

Fort Point Capital Partners LLC

15.76K

Mar 31, 26

-142

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

15.73K

Mar 31, 26

-400

0.00%

PCA Investment Advisory Services Inc.

15.67K

Mar 31, 26

+131

0.00%

Johnson Financial Group, Inc.

15.66K

Mar 31, 26

-958

0.00%

Fidelis Capital Partners, LLC

15.51K

Mar 31, 26

+518

0.00%

Acorn Wealth Advisors, LLC

15.19K

Mar 31, 26

+1.65K

0.00%

waypoint wealth counsel

15.13K

Mar 31, 26

-178

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

15.06K

Mar 31, 26

-1.46K

0.00%

SBI Securities Co., Ltd.

15.02K

Mar 31, 26

-5

0.00%

FinDec Wealth Services, Inc.

14.99K

Mar 31, 26

-2.27K

0.00%

Alpine Bank Wealth Management

14.97K

Mar 31, 26

-370

0.00%

Checchi Capital Advisers, LLC

14.96K

Mar 31, 26

-662

0.00%

Annis Gardner Whiting Capital Advisors, LLC

14.94K

Mar 31, 26

+1.29K

0.00%

GenTrust, LLC

14.70K

Mar 31, 26

-1.51K

0.00%

Paul Damon & Associates, Inc.

14.65K

Mar 31, 26

+2.17K

0.00%

Squire Investment Management Company, LLC

14.45K

Mar 31, 26

+2.01K

0.00%

Destiny Wealth Partners, LLC

14.39K

Mar 31, 26

0.00%

Greenwich Wealth Management LLC

14.36K

Mar 31, 26

-2

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

14.29K

Mar 31, 26

-3.81K

0.00%

Glass Jacobson Investment Advisors llc

14.28K

Mar 31, 26

+1.17K

0.00%

Financial Freedom, LLC

14.27K

Mar 31, 26

-1.77K

0.00%

MYCIO WEALTH PARTNERS, LLC

14.22K

Mar 31, 26

+27

0.00%

Great Point Wealth Advisors, LLC

14.20K

Mar 31, 26

0.00%

MARIPAU WEALTH MANAGEMENT LLC

14.14K

Mar 31, 26

+688

0.00%

Larson Financial Group LLC

14.07K

Mar 31, 26

-2.24K

0.00%

Blueprint Financial Advisors LLC

13.97K

Mar 31, 26

+56

0.00%

RHUMBLINE ADVISERS

13.95K

Mar 31, 26

+4.07K

0.00%

Permanent Capital Management, LP

13.89K

Mar 31, 26

-12.53K

0.00%

Aegis Wealth Management LLC

13.88K

Mar 31, 26

-549

0.00%

Monument Group Wealth Advisors, LLC

13.88K

Mar 31, 26

-102

0.00%

Americana Partners, LLC

13.86K

Mar 31, 26

+986

0.00%

GREAT LAKES ADVISORS, LLC

13.83K

Mar 31, 26

-358

0.00%

CHILTON INVESTMENT CO INC.

13.77K

Mar 31, 26

+13.77K

0.00%

Tortoise Investment Management, LLC

13.72K

Mar 31, 26

+504

0.00%

Compass Planning Associates Inc

13.54K

Mar 31, 26

+303

0.00%

Ironwood Investment Counsel, LLC

13.41K

Mar 31, 26

0.00%

Petix & Botte Co

13.36K

Mar 31, 26

-908

0.00%

Osbon Capital Management LLC

13.35K

Mar 31, 26

+3.68K

0.00%

Atlas Legacy Advisors, LLC

13.31K

Mar 31, 26

-73

0.00%

IHT Wealth Management, LLC

13.23K

Mar 31, 26

-45

0.00%

Minot DeBlois Advisors LLC

13.20K

Mar 31, 26

-184

0.00%

Ameritas Investment Partners, Inc.

13.12K

Mar 31, 26

+29

0.00%

Regal Investment Advisors LLC

13.07K

Mar 31, 26

+2.75K

0.00%

M Holdings Securities, Inc.

13.06K

Mar 31, 26

-1.05K

0.00%

Hexagon Capital Partners LLC

12.96K

Mar 31, 26

+12.96K

0.00%

Bragg Financial Advisors, Inc

12.84K

Mar 31, 26

-61

0.00%

Marble Harbor Investment Counsel, LLC

12.77K

Mar 31, 26

+775

0.00%

Ridgewood Investments LLC

12.75K

Mar 31, 26

+12.75K

0.00%

N.E.W. Advisory Services LLC

12.74K

Mar 31, 26

+292

0.00%

Horizon Family Wealth, Inc.

12.73K

Mar 31, 26

+55

0.00%

TRITONPOINT WEALTH, LLC

12.72K

Mar 31, 26

+949

0.00%

Coordinated Financial Services, Inc.

12.68K

Mar 31, 26

+165

0.00%

Empowered Funds, LLC

12.58K

Mar 31, 26

+3.80K

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

12.50K

Mar 31, 26

0.00%

PAX Financial Group, LLC

12.46K

Mar 31, 26

-1.50K

0.00%

Retirement Planning Group

12.44K

Mar 31, 26

+2.64K

0.00%

HighPoint Advisor Group LLC

12.42K

Mar 31, 26

+402

0.00%

Tandem Financial, LLC

12.31K

Mar 31, 26

+12.31K

0.00%

Farnam Financial LLC

12.26K

Mar 31, 26

+56

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.22K

Mar 31, 26

-282

0.00%

Wick Capital Partners, LLC

12.13K

Mar 31, 26

-257

0.00%

EVERMAY WEALTH MANAGEMENT LLC

12.12K

Mar 31, 26

-510

0.00%

Nadler Financial Group, Inc.

12.11K

Mar 31, 26

-3.56K

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

11.98K

Mar 31, 26

+1.62K

0.00%

ALESCO ADVISORS LLC

11.90K

Mar 31, 26

-645

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

11.88K

Mar 31, 26

-225

0.00%

Investment Advisory Group, LLC

11.82K

Mar 31, 26

-75

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

11.82K

Mar 31, 26

-227

0.00%

Mittelman Wealth Management

11.68K

Mar 31, 26

-3.97K

0.00%

Narus Financial Partners, LLC

11.65K

Mar 31, 26

-622

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

11.59K

Mar 31, 26

-53

0.00%

Galvin, Gaustad & Stein, LLC

11.53K

Mar 31, 26

-6.82K

0.00%

FIRST NATIONAL BANK OF OMAHA

11.47K

Mar 31, 26

+3.49K

0.00%

Washington Trust Advisors, Inc.

11.44K

Mar 31, 26

+778

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

11.39K

Mar 31, 26

-2.53K

0.00%

Gladstone Institutional Advisory LLC

11.32K

Mar 31, 26

+1.94K

0.00%

Columbia River Financial Group, LLC

11.31K

Mar 31, 26

+179

0.00%

Brookwood Investment Group LLC

11.28K

Mar 31, 26

-62

0.00%

BEAM WEALTH ADVISORS, INC.

11.27K

Mar 31, 26

-1.68K

0.00%

Strategic Equity Management

11.27K

Mar 31, 26

-704

0.00%

SMITH, MOORE & CO.

11.24K

Mar 31, 26

-8

0.00%

Capital Analysts, LLC

11.21K

Mar 31, 26

+822

0.00%

SkyOak Wealth, LLC

11.18K

Mar 31, 26

+52

0.00%

Strategic Family Wealth Counselors, L.L.C.

11.16K

Mar 31, 26

+92

0.00%

McNamara Financial Services, Inc.

11.12K

Mar 31, 26

-369

0.00%

Summit Wealth Partners, LLC

11.05K

Mar 31, 26

-988

0.00%

Michelson Medical Research Foundation, Inc.

11.01K

Mar 31, 26

0.00%

Parker Financial LLC

11.01K

Mar 31, 26

+181

0.00%

Strategic Blueprint, LLC

10.91K

Mar 31, 26

-873

0.00%

New England Private Wealth Advisors LLC

10.89K

Mar 31, 26

-525

0.00%

BRYN MAWR TRUST Co

10.86K

Mar 31, 26

-433

0.00%

OXFORD FINANCIAL GROUP LTD

10.86K

Mar 31, 26

-955

0.00%

KELLEHER FINANCIAL ADVISORS

10.85K

Mar 31, 26

0.00%

PACIFIC FINANCIAL GROUP INC

10.80K

Mar 31, 26

-578

0.00%

Westside Investment Management, Inc.

10.76K

Mar 31, 26

+210

0.00%

Choate Investment Advisors

10.74K

Mar 31, 26

+6.19K

0.00%

WELCH & FORBES LLC

10.67K

Mar 31, 26

-88

0.00%

Heritage Trust Co

10.64K

Mar 31, 26

+643

0.00%

Topel & Distasi Wealth Management, LLC

10.52K

Mar 31, 26

+75

0.00%

Klingman & Associates, LLC

10.46K

Mar 31, 26

-34

0.00%

Soltis Investment Advisors LLC

10.46K

Mar 31, 26

+693

0.00%

Viewpoint Capital Management LLC

10.45K

Mar 31, 26

0.00%

Investment Research & Advisory Group, Inc.

10.44K

Mar 31, 26

-235

0.00%

STOCK YARDS BANK & TRUST CO

10.36K

Mar 31, 26

+104

0.00%

Capital Investment Advisors, LLC

10.34K

Mar 31, 26

+552

0.00%

DecisionPoint Financial, LLC

10.24K

Mar 31, 26

+1.39K

0.00%

WATERS PARKERSON & CO., LLC

10.21K

Mar 31, 26

+1.28K

0.00%

Northstar Financial Companies, Inc.

10.06K

Mar 31, 26

-524

0.00%

Fairway Wealth LLC

9.92K

Mar 31, 26

+377

0.00%

EVOKE WEALTH, LLC

9.85K

Mar 31, 26

+1.68K

0.00%

RED CRANE WEALTH MANAGEMENT, LLC

9.79K

Mar 31, 26

-161

0.00%

Joseph P. Lucia & Associates, LLC

9.78K

Mar 31, 26

-19

0.00%

SCOTIA CAPITAL INC.

9.78K

Mar 31, 26

-1.40K

0.00%

Zhang Financial LLC

9.74K

Mar 31, 26

+243

0.00%

Vontobel Holding Ltd.

9.73K

Mar 31, 26

-555

0.00%

Elevated Capital Advisors, LLC

9.66K

Mar 31, 26

+251

0.00%

Principle Wealth Partners LLC

9.64K

Mar 31, 26

-36

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

9.63K

Mar 31, 26

+640

0.00%

TFC Financial Management, Inc.

9.63K

Mar 31, 26

-294

0.00%

Simmons Bank

9.55K

Mar 31, 26

+236

0.00%

Foundations Investment Advisors, LLC

9.53K

Mar 31, 26

-819

0.00%

Leo H. Evart, Inc.

9.50K

Mar 31, 26

+9.50K

0.00%

Western Wealth Management, LLC

9.46K

Mar 31, 26

+382

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

9.44K

Mar 31, 26

+215

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

9.43K

Mar 31, 26

+757

0.00%

WEALTHSPAN PARTNERS, LLC

9.42K

Mar 31, 26

+295

0.00%

Strategies Wealth Advisors, LLC

9.39K

Mar 31, 26

0.00%

Operose Advisors LLC

9.36K

Mar 31, 26

-3.16K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.30K

Mar 31, 26

-22

0.00%

BAILARD, INC.

9.23K

Mar 31, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

9.21K

Mar 31, 26

+4.15K

0.00%

FIDUCIARY FAMILY OFFICE, LLC

9.20K

Mar 31, 26

0.00%

CONNING INC.

9.08K

Mar 31, 26

0.00%

Advisors Capital Management, LLC

8.91K

Mar 31, 26

-4.43K

0.00%

Nvest Financial, LLC

8.91K

Mar 31, 26

+7.44K

0.00%

Motley Fool Wealth Management, LLC

8.83K

Mar 31, 26

-371

0.00%

Dorsey & Whitney Trust CO LLC

8.77K

Mar 31, 26

-75

0.00%

Clear Creek Financial Management, LLC

8.75K

Mar 31, 26

+2.52K

0.00%

MCCARTER PRIVATE WEALTH SERVICES LLC

8.73K

Mar 31, 26

+787

0.00%

MONECO Advisors, LLC

8.67K

Mar 31, 26

-574

0.00%

Beaumont Financial Advisors, LLC

8.66K

Mar 31, 26

+338

0.00%

BCS Private Wealth Management, Inc.

8.53K

Mar 31, 26

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

8.45K

Mar 31, 26

-749

0.00%

KITCHING PARTNERS, LLC

8.43K

Mar 31, 26

+2.00K

0.00%

BOSTON RESEARCH & MANAGEMENT INC

8.36K

Mar 31, 26

-45

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

8.22K

Mar 31, 26

+1.35K

0.00%

Vivaldi Capital Management LP

8.15K

Mar 31, 26

-69

0.00%

SAGESPRING WEALTH PARTNERS, LLC

8.15K

Mar 31, 26

+1.01K

0.00%

Schneider Downs Wealth Management Advisors, LP

8.09K

Mar 31, 26

-62

0.00%

MidAtlantic Capital Management, Inc.

8.07K

Mar 31, 26

+63

0.00%

TCG Advisory Services, LLC

8.04K

Mar 31, 26

+4.00K

0.00%

FDx Advisors, Inc.

8.00K

Mar 31, 26

+66

0.00%

Canal Capital Management, LLC

7.92K

Mar 31, 26

0.00%

Callan Family Office, LLC

7.79K

Mar 31, 26

+13

0.00%

TPG Financial Advisors, LLC

7.76K

Mar 31, 26

-393

0.00%

Neuberger Berman Group LLC

7.69K

Mar 31, 26

-65

0.00%

TCI Wealth Advisors, Inc.

7.68K

Mar 31, 26

-14

0.00%

TOWER BRIDGE ADVISORS

7.68K

Mar 31, 26

+7.68K

0.00%

AssuredPartners Investment Advisors, LLC

7.66K

Mar 31, 26

+238

0.00%

SAWGRASS ASSET MANAGEMENT LLC

7.64K

Mar 31, 26

-33.01K

0.00%

Gryphon Financial Partners LLC

7.63K

Mar 31, 26

+261

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

7.62K

Mar 31, 26

0.00%

Sierra Capital LLC

7.55K

Mar 31, 26

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

7.46K

Mar 31, 26

+1.04K

0.00%

Berger Financial Group, Inc

7.39K

Mar 31, 26

-35

0.00%

Peak Asset Management, LLC

7.35K

Mar 31, 26

-278

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

7.34K

Mar 31, 26

0.00%

Rockbridge Investment Management, LCC

7.32K

Mar 31, 26

0.00%

LifePlan Investment Advisors, Inc.

7.31K

Mar 31, 26

+439

0.00%

CAHILL FINANCIAL ADVISORS INC

7.26K

Mar 31, 26

-72

0.00%

Bank of Jackson Hole Trust

7.24K

Mar 31, 26

+301

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

7.21K

Mar 31, 26

-382

0.00%

Kovack Advisors, Inc.

7.21K

Mar 31, 26

-517

0.00%

FLOW TRADERS U.S. LLC

7.20K

Mar 31, 26

-10.24K

0.00%

Private Wealth Advisors, LLC

7.20K

Mar 31, 26

-60

0.00%

DUNCKER STREETT & CO INC

7.18K

Mar 31, 26

+24

0.00%

Opulen Financial Group LLC

7.15K

Mar 31, 26

-8

0.00%

Colonial Trust Co / SC

7.11K

Mar 31, 26

+1.28K

0.00%

Manuka Financial, LLC

7.09K

Mar 31, 26

-22

0.00%

Cranbrook Wealth Management, LLC

7.08K

Mar 31, 26

-2.00K

0.00%

BEARING POINT CAPITAL, LLC

7.08K

Mar 31, 26

-878

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

7.08K

Mar 31, 26

+74

0.00%

Hanlon Investment Management, Inc.

7.02K

Mar 31, 26

-5.92K

0.00%

Mission Creek Capital Partners, Inc.

7.00K

Mar 31, 26

+516

0.00%

LAKE STREET FINANCIAL LLC

6.98K

Mar 31, 26

+155

0.00%

Bridgewealth Advisory Group, LLC

6.97K

Mar 31, 26

-356

0.00%

Tillman Hartley LLC

6.97K

Mar 31, 26

-144

0.00%

Retirement Planning Co of New England, Inc.

6.93K

Mar 31, 26

-20

0.00%

CIBC WORLD MARKET INC.

6.93K

Mar 31, 26

+176

0.00%

Wiser Advisor Group LLC

6.92K

Mar 31, 26

-68

0.00%

Perennial Investment Advisors, LLC

6.76K

Mar 31, 26

-132

0.00%

VERUS CAPITAL PARTNERS, LLC

6.76K

Mar 31, 26

-209

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.75K

Mar 31, 26

-25.94K

0.00%

RETIREMENT GUYS FORMULA LLC

6.73K

Mar 31, 26

+104

0.00%

OFC FINANCIAL PLANNING, LLC

6.73K

Mar 31, 26

-31

0.00%

Partners in Financial Planning

6.71K

Mar 31, 26

+13

0.00%

Canandaigua National Trust Co of Florida

6.71K

Mar 31, 26

+133

0.00%

Schoolcraft Capital LLC

6.70K

Mar 31, 26

-68

0.00%

Sovran Advisors, LLC

6.66K

Mar 31, 26

+482

0.00%

LOWE BROCKENBROUGH & CO INC

6.62K

Mar 31, 26

-17

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

6.61K

Mar 31, 26

+214

0.00%

INVESTMENT PARTNERS, LTD.

6.61K

Mar 31, 26

-121

0.00%

Anchor Investment Management, LLC

6.60K

Mar 31, 26

+12

0.00%

GW&K Investment Management, LLC

6.60K

Mar 31, 26

-1.23K

0.00%

Thrive Capital Management, LLC

6.57K

Mar 31, 26

+4.00K

0.00%

Carl P. Sherr & Co., LLC

6.54K

Mar 31, 26

+195

0.00%

Aberdeen Wealth Management LLC

6.54K

Mar 31, 26

+554

0.00%

PRIVATE TRUST CO NA

6.53K

Mar 31, 26

-31

0.00%

PACIFIC SUN FINANCIAL CORP

6.49K

Mar 31, 26

+16

0.00%

PLANWISER FINANCIAL, LLC

6.42K

Mar 31, 26

-367

0.00%

Geneos Wealth Management Inc.

6.36K

Mar 31, 26

+901

0.00%

Compass Financial Group, INC/SD

6.35K

Mar 31, 26

-7

0.00%

JEPPSON WEALTH MANAGEMENT, LLC

6.34K

Mar 31, 26

0.00%

Williams Jones Wealth Management, LLC.

6.33K

Mar 31, 26

+373

0.00%

HALL CAPITAL MANAGEMENT CO INC

6.32K

Mar 31, 26

-36

0.00%

PATRON PARTNERS, LLC

6.29K

Mar 31, 26

-130

0.00%

DIMENSION CAPITAL MANAGEMENT LLC

6.28K

Mar 31, 26

-757

0.00%

CAPITAL CITY TRUST CO/FL

6.25K

Mar 31, 26

+127

0.00%

MUIRFIELD WEALTH ADVISORS LLC

6.25K

Mar 31, 26

+359

0.00%

Westover Capital Advisors, LLC

6.21K

Mar 31, 26

-9

0.00%

High Net Worth Advisory Group LLC

6.18K

Mar 31, 26

-127

0.00%

Seven Springs Wealth Group, LLC

6.17K

Mar 31, 26

-163

0.00%

Berkeley Capital Partners, LLC

6.17K

Mar 31, 26

+105

0.00%

USAdvisors Wealth Management, LLC

6.16K

Mar 31, 26

-58

0.00%

QUADRANT CAPITAL GROUP LLC

6.14K

Mar 31, 26

+873

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

6.07K

Mar 31, 26

+363

0.00%

Schrum Private Wealth Management LLC

6.07K

Mar 31, 26

+122

0.00%

Bell Investment Advisors, Inc

6.04K

Mar 31, 26

-321

0.00%

Hilltop Holdings Inc.

6.02K

Mar 31, 26

-950

0.00%

STAR Financial Bank

6.00K

Mar 31, 26

-787

0.00%

Ascent Group, LLC

6.00K

Mar 31, 26

-400

0.00%

Global Wealth Management Investment Advisory, Inc.

5.98K

Mar 31, 26

-290

0.00%

Cascade Financial Partners, LLC

5.92K

Mar 31, 26

+44

0.00%

Kendall Capital Management

5.91K

Mar 31, 26

0.00%

Simplicity Wealth,LLC

5.91K

Mar 31, 26

-2.90K

0.00%

Tarbox Family Office, Inc.

5.91K

Mar 31, 26

-1.31K

0.00%

Capstone Wealth Management Group LLC

5.90K

Mar 31, 26

+438

0.00%

Keel Point, LLC

5.87K

Mar 31, 26

+154

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

5.86K

Mar 31, 26

-181

0.00%

Russell Investments Group, Ltd.

5.84K

Mar 31, 26

+1.32K

0.00%

MAIRS & POWER INC

5.80K

Mar 31, 26

+4.31K

0.00%

C M BIDWELL & ASSOCIATES LTD

5.77K

Mar 31, 26

-243

0.00%

Madden Advisory Services, Inc.

5.76K

Mar 31, 26

-246

0.00%

Mustard Seed Financial, LLC

5.74K

Mar 31, 26

+340

0.00%

Luminist Capital LLC

5.73K

Mar 31, 26

+132

0.00%

Pallas Capital Advisors LLC

5.71K

Mar 31, 26

+3.74K

0.00%

Holistic Planning, LLC

5.70K

Mar 31, 26

+71

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

5.63K

Mar 31, 26

-402

0.00%

AMARA FINANCIAL, LLC.

5.55K

Mar 31, 26

+18

0.00%

Lionshead Wealth Management, LLC

5.42K

Mar 31, 26

+245

0.00%

Autumn Glory Partners, LLC

5.39K

Mar 31, 26

0.00%

DEFINED WEALTH MANAGEMENT, LLC

5.39K

Mar 31, 26

+51

0.00%

King Wealth

5.38K

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

5.34K

Mar 31, 26

-390

0.00%

Summit Global Investments

5.32K

Mar 31, 26

+4.10K

0.00%

WealthTrust Asset Management, LLC

5.31K

Mar 31, 26

-34

0.00%

Carnegie Capital Asset Management, LLC

5.28K

Mar 31, 26

-208

0.00%

Global Strategic Investment Solutions, LLC

5.24K

Mar 31, 26

+10

0.00%

Claris Financial LLC

5.23K

Mar 31, 26

+407

0.00%

Grove Street Fiduciary, LLC

5.21K

Mar 31, 26

0.00%

Wingate Wealth Advisors, Inc.

5.19K

Mar 31, 26

+118

0.00%

Nabity-Jensen Investment Management Inc

5.18K

Mar 31, 26

-21

0.00%

Gibson Capital, LLC

5.18K

Mar 31, 26

0.00%

Strategic Financial Concepts, LLC

5.17K

Mar 31, 26

+4.09K

0.00%

DELTA FINANCIAL ADVISORS LLC

5.16K

Mar 31, 26

+362

0.00%

Founders Financial Alliance, LLC

5.12K

Mar 31, 26

-162

0.00%

SwitchPoint Financial Planning, LLC

5.09K

Mar 31, 26

+89

0.00%

FIRST BUSINESS FINANCIAL SERVICES, INC.

5.07K

Mar 31, 26

+31

0.00%

Paulson Wealth Management Inc.

5.05K

Mar 31, 26

-218

0.00%

North Star Investment Management Corp.

5.04K

Mar 31, 26

+189

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

5.03K

Mar 31, 26

+1.72K

0.00%

O'ROURKE & COMPANY, Inc

4.95K

Mar 31, 26

-253

0.00%

HOURGLASS CAPITAL, LLC

4.92K

Mar 31, 26

+4.92K

0.00%

RICHARDSON FINANCIAL SERVICES INC.

4.92K

Mar 31, 26

-77

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

4.91K

Mar 31, 26

0.00%

Strategic Financial Partners, Ltd.

4.88K

Mar 31, 26

-5

0.00%

SC&H Financial Advisors, Inc.

4.87K

Mar 31, 26

0.00%

Cohen Investment Advisors LLC

4.85K

Mar 31, 26

+378

0.00%

VICUS CAPITAL

4.84K

Mar 31, 26

0.00%

Quadrant Private Wealth Management, LLC

4.79K

Mar 31, 26

+359

0.00%

Addison Capital Co

4.78K

Mar 31, 26

-14.62K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

4.76K

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

4.75K

Mar 31, 26

+66

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

4.72K

Mar 31, 26

+4.72K

0.00%

BROWN BROTHERS HARRIMAN & CO

4.70K

Mar 31, 26

-819

0.00%

NorthStar Asset Management LLC /NJ/

4.69K

Mar 31, 26

+40

0.00%

Verdence Capital Advisors LLC

4.68K

Mar 31, 26

+956

0.00%

Paradigm Financial Partners, LLC

4.68K

Mar 31, 26

-1.33K

0.00%

Luminvest Wealth Management LLC

4.67K

Mar 31, 26

+84

0.00%

Sound Financial Strategies Group, LLC

4.65K

Mar 31, 26

+747

0.00%

Graney & King, LLC

4.65K

Mar 31, 26

+352

0.00%

Sargent Investment Group, LLC

4.65K

Mar 31, 26

0.00%

Trevian Wealth Management LLC

4.64K

Mar 31, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

4.64K

Mar 31, 26

-405

0.00%

JAG CAPITAL MANAGEMENT, LLC

4.63K

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

4.62K

Mar 31, 26

-31

0.00%

1ST SOURCE BANK

4.61K

Mar 31, 26

+472

0.00%

Probity Advisors, Inc.

4.60K

Mar 31, 26

0.00%

Summa Corp.

4.58K

Mar 31, 26

+4.58K

0.00%

Elm3 Financial Group, LLC

4.56K

Mar 31, 26

+1.29K

0.00%

Federation des caisses Desjardins du Quebec

4.56K

Mar 31, 26

-193

0.00%

Cassaday & Co Wealth Management LLC

4.53K

Mar 31, 26

+44

0.00%

Freedom Financial Partners LLC

4.52K

Mar 31, 26

-47

0.00%

Golden State Equity Partners

4.51K

Mar 31, 26

+4.51K

0.00%

VISTA INVESTMENT MANAGEMENT

4.50K

Mar 31, 26

-40

0.00%

Intrua Financial, LLC

4.50K

Mar 31, 26

-1.10K

0.00%

Ranch Capital Advisors Inc.

4.49K

Mar 31, 26

+140

0.00%

Oxbow Advisors, LLC

4.48K

Mar 31, 26

0.00%

Stockman Wealth Management, Inc.

4.45K

Mar 31, 26

-45

0.00%

Cornerstone Wealth Group, LLC

4.45K

Mar 31, 26

-846

0.00%

Charter Oak Capital Management, LLC

4.44K

Mar 31, 26

+563

0.00%

Landmark Wealth Management, LLC

4.44K

Mar 31, 26

+331

0.00%

MorganRosel Wealth Management, LLC

4.44K

Mar 31, 26

-1.58K

0.00%

CATALYST FINANCIAL PARTNERS LLC

4.42K

Mar 31, 26

+758

0.00%

Facet Wealth, Inc.

4.41K

Mar 31, 26

+1.01K

0.00%

CARDIFF PARK ADVISORS, LLC

4.39K

Mar 31, 26

+15

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

4.38K

Mar 31, 26

+628

0.00%

Cannon Wealth Management Services, LLC

4.36K

Mar 31, 26

+281

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

4.36K

Mar 31, 26

0.00%

Cartesian Growth Corp

4.34K

Mar 31, 26

-1.85K

0.00%

Bank of Marin

4.30K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

4.28K

Mar 31, 26

+597

0.00%

TABR Capital Management, LLC

4.28K

Mar 31, 26

-278

0.00%

Bedel Financial Consulting, Inc.

4.26K

Mar 31, 26

0.00%

Stillwater Capital Advisors, LLC

4.25K

Mar 31, 26

0.00%

Arrowroot Family Office, LLC

4.25K

Mar 31, 26

+176

0.00%

4Thought Financial Group Inc.

4.24K

Mar 31, 26

+1.08K

0.00%

Biltmore Family Office, LLC

4.23K

Mar 31, 26

0.00%

Modus Advisors, LLC

4.21K

Mar 31, 26

-2.73K

0.00%

Asset Dedication, LLC

4.21K

Mar 31, 26

-634

0.00%

Fiera Capital Corp

4.20K

Mar 31, 26

-793

0.00%

Kuhn & Co Investment Counsel

4.18K

Mar 31, 26

+94

0.00%

SECURITY NATIONAL BANK OF SO DAK

4.11K

Mar 31, 26

-63

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

4.10K

Mar 31, 26

-383

0.00%

CENTAURUS FINANCIAL, INC.

4.09K

Mar 31, 26

+384

0.00%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

4.09K

Mar 31, 26

+70

0.00%

Laurel Wealth Planning LLC

4.08K

Mar 31, 26

-10

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

4.08K

Mar 31, 26

0.00%

Avantax Planning Partners, Inc.

4.08K

Mar 31, 26

+1.90K

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

4.06K

Mar 31, 26

+37

0.00%

Evergreen Wealth Solutions, LLC

4.05K

Mar 31, 26

+4.05K

0.00%

WealthShield Partners, LLC

4.00K

Mar 31, 26

+157

0.00%

INVESTMENT COUNSEL CO OF NEVADA

4.00K

Mar 31, 26

+15

0.00%

Balboa Wealth Partners

3.95K

Mar 31, 26

+1.39K

0.00%

Disciplined Investments, LLC

3.95K

Mar 31, 26

-48

0.00%

Riverview Trust Co

3.95K

Mar 31, 26

-138

0.00%

Geometric Wealth Advisors

3.94K

Mar 31, 26

+101

0.00%

Millington Financial Advisors, LLC

3.94K

Mar 31, 26

-5

0.00%

Brio Consultants, LLC

3.91K

Mar 31, 26

-137

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

3.89K

Mar 31, 26

-43

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

3.88K

Mar 31, 26

+1.30K

0.00%

DEUTSCHE BANK AG\

3.85K

Mar 31, 26

-2.71K

0.00%

Heritage Family Offices, LLP

3.84K

Mar 31, 26

+3.84K

0.00%

Integrity Wealth Solutions LLC

3.82K

Mar 31, 26

-19

0.00%

REGATTA CAPITAL GROUP, LLC

3.80K

Mar 31, 26

0.00%

LIBRA WEALTH LLC

3.80K

Mar 31, 26

-96

0.00%

NATIONAL BANK OF CANADA /FI/

3.78K

Mar 31, 26

-464

0.00%

Diversified Portfolios, Inc.

3.72K

Mar 31, 26

-3

0.00%

ZACKS INVESTMENT MANAGEMENT

3.70K

Mar 31, 26

+230

0.00%

Glassman Wealth Services

3.68K

Mar 31, 26

0.00%

Waterford Advisors, LLC

3.65K

Mar 31, 26

-75

0.00%

FreeGulliver LLC

3.64K

Mar 31, 26

+14

0.00%

Pinnacle Wealth Planning Services, Inc.

3.64K

Mar 31, 26

+41

0.00%

HORAN Wealth, LLC

3.62K

Mar 31, 26

+1.85K

0.00%

River Wealth Advisors LLC

3.62K

Mar 31, 26

-353

0.00%

ATLAS CAPITAL ADVISORS LLC

3.62K

Mar 31, 26

-46

0.00%

V2 Financial group LLC

3.61K

Mar 31, 26

+201

0.00%

D'Orazio & Associates, Inc.

3.59K

Mar 31, 26

+398

0.00%

Madison Wealth Partners, Inc

3.59K

Mar 31, 26

+758

0.00%

Athena Investment Management

3.58K

Mar 31, 26

+663

0.00%

Grange Capital, LLC

3.58K

Mar 31, 26

-1.81K

0.00%

Fortis Capital Management LLC

3.58K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

3.58K

Mar 31, 26

0.00%

Coastline Trust Co

3.56K

Mar 31, 26

-911

0.00%

FIRST NATIONAL TRUST CO

3.55K

Mar 31, 26

+43

0.00%

Financial Advisors Network, Inc.

3.54K

Mar 31, 26

-1.37K

0.00%

Eagle Bluffs Wealth Management LLC

3.51K

Mar 31, 26

-138

0.00%

Passive Capital Management, LLC.

3.50K

Mar 31, 26

0.00%

OVERSEA-CHINESE BANKING Corp Ltd

3.50K

Mar 31, 26

+3.50K

0.00%

Caitlin John, LLC

3.49K

Mar 31, 26

-120

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

3.49K

Mar 31, 26

-254

0.00%

BXM Wealth LLC

3.46K

Mar 31, 26

-64.27K

0.00%

Winthrop Capital Management, LLC

3.45K

Mar 31, 26

-168

0.00%

Spears Abacus Advisors LLC

3.43K

Mar 31, 26

+445

0.00%

Quadcap Wealth Management, LLC

3.43K

Mar 31, 26

+16

0.00%

American Money Management, LLC

3.40K

Mar 31, 26

-11

0.00%

S&T BANK/PA

3.38K

Mar 31, 26

-2.86K

0.00%

MJP ASSOCIATES INC /ADV

3.35K

Mar 31, 26

-151

0.00%

HILL ISLAND FINANCIAL LLC

3.35K

Mar 31, 26

-356

0.00%

PECAUT & CO.

3.35K

Mar 31, 26

-65

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

3.33K

Mar 31, 26

+372

0.00%

Prosperity Consulting Group, LLC

3.28K

Mar 31, 26

0.00%

Hirtle Callaghan & Co LLC

3.27K

Mar 31, 26

-429

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

3.26K

Mar 31, 26

+832

0.00%

Advyzon Investment Management, LLC

3.25K

Mar 31, 26

+356

0.00%

Waterloo Capital, L.P.

3.23K

Mar 31, 26

-15

0.00%

Farmers National Bank

3.23K

Mar 31, 26

+132

0.00%

NEW WAVE WEALTH ADVISORS LLC

3.22K

Mar 31, 26

+139

0.00%

Meridian Wealth Partners, LLC

3.20K

Mar 31, 26

-163

0.00%

Bridgewater Advisors Inc.

3.16K

Mar 31, 26

-664

0.00%

Willis Johnson & Associates, Inc.

3.15K

Mar 31, 26

-1.11K

0.00%

TOWNSQUARE CAPITAL LLC

3.15K

Mar 31, 26

-141

0.00%

MIDLAND WEALTH ADVISORS LLC

3.14K

Mar 31, 26

-15

0.00%

Northstar Group, Inc.

3.14K

Mar 31, 26

0.00%

Elyxium Wealth, LLC

3.14K

Mar 31, 26

0.00%

ELEVATUS WELATH MANAGEMENT

3.12K

Mar 31, 26

-717

0.00%

Evernest Financial Advisors, LLC

3.12K

Mar 31, 26

-11

0.00%

Moss Adams Wealth Advisors LLC

3.10K

Mar 31, 26

0.00%

MA Private Wealth

3.07K

Mar 31, 26

-36

0.00%

Kestra Investment Management, LLC

3.05K

Mar 31, 26

+1.00K

0.00%

Birchcreek Wealth Management, LLC

3.05K

Mar 31, 26

-170

0.00%

Nilsine Partners, LLC

3.02K

Mar 31, 26

+53

0.00%

Investor's Fiduciary Advisor Network, LLC

3.01K

Mar 31, 26

+48

0.00%

Eqis Capital Management, Inc.

3.01K

Mar 31, 26

-150

0.00%

PETTYJOHN, WOOD & WHITE, INC

3.00K

Mar 31, 26

-14

0.00%

Skopos Labs, Inc.

2.99K

Mar 31, 26

+1.01K

0.00%

Truvestments Capital LLC

2.95K

Mar 31, 26

+80

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

2.94K

Mar 31, 26

-16

0.00%

Aspire Growth Partners LLC

2.94K

Mar 31, 26

+437

0.00%

Empirical Asset Management, LLC

2.93K

Mar 31, 26

0.00%

Fairscale Capital, LLC

2.92K

Mar 31, 26

0.00%

Concentrum Wealth Management

2.92K

Mar 31, 26

+2.92K

0.00%

PGIM Custom Harvest LLC

2.92K

Mar 31, 26

+339

0.00%

McLean Asset Management Corp

2.91K

Mar 31, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

2.90K

Mar 31, 26

+2.90K

0.00%

CERTUITY, LLC

2.90K

Mar 31, 26

0.00%

Madison Asset Management, LLC

2.89K

Mar 31, 26

-52

0.00%

BECKER CAPITAL MANAGEMENT INC

2.89K

Mar 31, 26

-2.12K

0.00%

VICTORY FINANCIAL GROUP, LLC

2.86K

Mar 31, 26

+1.44K

0.00%

Baer Investment Advisory LLC

2.86K

Mar 31, 26

+2.86K

0.00%

Sterling Capital Management LLC

2.86K

Mar 31, 26

0.00%

Solstein Capital, LLC

2.86K

Mar 31, 26

+10

0.00%

PLANNING DIRECTIONS INC

2.85K

Mar 31, 26

-106

0.00%

SEARLE & CO.

2.82K

Mar 31, 26

+323

0.00%

Bryn Mawr Capital Management, LLC

2.81K

Mar 31, 26

+16

0.00%

RMB Capital Management, LLC

2.81K

Mar 31, 26

-624

0.00%

Fundamentum, LLC

2.81K

Mar 31, 26

+14

0.00%

COOPER/HAIMS ADVISORS, LLC

2.80K

Mar 31, 26

0.00%

Mascagni Wealth Management, Inc.

2.80K

Mar 31, 26

-25

0.00%

TCTC Holdings, LLC

2.78K

Mar 31, 26

0.00%

Atwater Malick LLC

2.77K

Mar 31, 26

0.00%

Riverpoint Wealth Management Holdings, LLC

2.77K

Mar 31, 26

+20

0.00%

MPWM ADVISORY SOLUTIONS, LLC

2.76K

Mar 31, 26

-250

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.75K

Mar 31, 26

+1.07K

0.00%

Outlook Wealth Advisors, LLC

2.74K

Mar 31, 26

-59

0.00%

Stonebridge Financial Planning Group, LLC

2.73K

Mar 31, 26

+35

0.00%

Aspen Grove Capital, LLC

2.69K

Mar 31, 26

0.00%

Wescott Financial Advisory Group, LLC

2.68K

Mar 31, 26

-127

0.00%

Pinnacle Bancorp, Inc.

2.67K

Mar 31, 26

+214

0.00%

Seek First Inc.

2.67K

Mar 31, 26

-35

0.00%

McGuire Investment Group, LLC

2.67K

Mar 31, 26

+15

0.00%

Astoria Portfolio Advisors LLC.

2.67K

Mar 31, 26

+82

0.00%

Astra Wealth Partners LLC

2.66K

Mar 31, 26

+571

0.00%

Pandi, LLC

2.64K

Mar 31, 26

+2.64K

0.00%

Werba Rubin Papier Wealth Management

2.64K

Mar 31, 26

-110

0.00%

CAMDEN NATIONAL BANK

2.62K

Mar 31, 26

-35

0.00%

Kelman-Lazarov, Inc.

2.62K

Mar 31, 26

+233

0.00%

ROTHSCHILD INVESTMENT LLC

2.62K

Mar 31, 26

-33

0.00%

Members Trust Co

2.61K

Mar 31, 26

-30

0.00%

Chevy Chase Trust Holdings, LLC

2.61K

Mar 31, 26

-2.67K

0.00%

Darden Wealth Group Inc

2.61K

Mar 31, 26

+1.10K

0.00%

THOMPSON DAVIS & CO., INC.

2.61K

Mar 31, 26

0.00%

GRANDFIELD & DODD, LLC

2.60K

Mar 31, 26

0.00%

Truepoint, Inc.

2.59K

Mar 31, 26

+18

0.00%

Heritage Investment Group, Inc.

2.57K

Mar 31, 26

0.00%

Convergence Financial, LLC

2.56K

Mar 31, 26

+1.24K

0.00%

Lutz Financial Services LLC

2.54K

Mar 31, 26

0.00%

Fingerlakes Wealth Management, Inc.

2.52K

Mar 31, 26

+42

0.00%

Cape Investment Advisory, Inc.

2.51K

Mar 31, 26

+241

0.00%

Sandhill Capital Partners LLC

2.50K

Mar 31, 26

-110

0.00%

Glaxis Capital Management, LLC

2.50K

Mar 31, 26

0.00%

Transcendent Capital Group LLC

2.49K

Mar 31, 26

-25

0.00%

Coastal Bridge Advisors, LLC

2.47K

Mar 31, 26

-78

0.00%

FIRST TRUST ADVISORS LP

2.47K

Mar 31, 26

+393

0.00%

NWF Advisory Services Inc.

2.45K

Mar 31, 26

+319

0.00%

Keebeck Wealth Management, LLC

2.45K

Mar 31, 26

-57

0.00%

FAS Wealth Partners, Inc.

2.42K

Mar 31, 26

-35

0.00%

Advisory Alpha, LLC

2.42K

Mar 31, 26

+137

0.00%

GERMAN AMERICAN BANCORP, INC.

2.42K

Mar 31, 26

+88

0.00%

Elk River Wealth Management, LLC

2.42K

Mar 31, 26

0.00%

Vista Private Wealth Partners. LLC

2.41K

Mar 31, 26

-221

0.00%

Sepio Capital, LP

2.41K

Mar 31, 26

0.00%

LYELL WEALTH MANAGEMENT, LP

2.41K

Mar 31, 26

0.00%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

2.40K

Mar 31, 26

-12

0.00%

Jacobi Capital Management LLC

2.37K

Mar 31, 26

+375

0.00%

1900 WEALTH MANAGEMENT LLC

2.36K

Mar 31, 26

0.00%

Peregrine Asset Advisers, Inc.

2.36K

Mar 31, 26

+285

0.00%

FORTRESS PRIVATE LEDGER, LLC

2.35K

Mar 31, 26

+471

0.00%

Leo Wealth, LLC

2.35K

Mar 31, 26

-128

0.00%

Crescent Grove Advisors, LLC

2.35K

Mar 31, 26

+820

0.00%

Keystone Financial Services

2.34K

Mar 31, 26

0.00%

Powerhouse Assets LLC

2.33K

Mar 31, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

2.32K

Mar 31, 26

-57

0.00%

COMPASS CAPITAL MANAGEMENT, INC

2.32K

Mar 31, 26

-63

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

2.31K

Mar 31, 26

-200

0.00%

BROWN, LISLE/CUMMINGS, INC.

2.31K

Mar 31, 26

0.00%

Francis Financial, Inc.

2.31K

Mar 31, 26

-20

0.00%

ANGELES WEALTH MANAGEMENT, LLC

2.30K

Mar 31, 26

+216

0.00%

FF Advisors,LLC

2.28K

Mar 31, 26

-947

0.00%

Milestone Investment Advisors LLC

2.27K

Mar 31, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

2.27K

Mar 31, 26

+142

0.00%

NTV ASSET MANAGEMENT LLC

2.27K

Mar 31, 26

0.00%

SPINNAKER TRUST

2.26K

Mar 31, 26

-527

0.00%

Gen-Wealth Partners Inc

2.25K

Mar 31, 26

0.00%

PRINCIPAL FINANCIAL GROUP INC

2.24K

Mar 31, 26

0.00%

Round Rock Advisors, LLC

2.22K

Mar 31, 26

-181

0.00%

Allen Capital Group, LLC

2.21K

Mar 31, 26

-10

0.00%

PROSPERITY BANCSHARES INC

2.20K

Mar 31, 26

-5

0.00%

HANCOCK WHITNEY CORP

2.20K

Mar 31, 26

+885

0.00%

Balanced Rock Investment Advisor

2.20K

Mar 31, 26

+49

0.00%

Linscomb & Williams, Inc.

2.19K

Mar 31, 26

-98

0.00%

CARRET ASSET MANAGEMENT, LLC

2.19K

Mar 31, 26

0.00%

Kaizen Financial Strategies

2.15K

Mar 31, 26

+723

0.00%

IMG Wealth Management, Inc.

2.14K

Mar 31, 26

0.00%

Unified Investment Management

2.13K

Mar 31, 26

+200

0.00%

Cascade Wealth Advisors, Inc

2.12K

Mar 31, 26

-23

0.00%

WealthCare Investment Partners, LLC

2.12K

Mar 31, 26

0.00%

STEVENS CAPITAL PARTNERS

2.12K

Mar 31, 26

+252

0.00%

KCM INVESTMENT ADVISORS LLC

2.12K

Mar 31, 26

-4.29K

0.00%

Atala Financial Inc

2.10K

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

2.09K

Mar 31, 26

+186

0.00%

JIM SAULNIER & ASSOCIATES, LLC

2.09K

Mar 31, 26

+519

0.00%

Moors & Cabot, Inc.

2.09K

Mar 31, 26

-185

0.00%

Sequent Planning LLC

2.08K

Mar 31, 26

+104

0.00%

Vident Advisory, LLC

2.08K

Mar 31, 26

+177

0.00%

TPG Advisors LLC

2.07K

Mar 31, 26

+476

0.00%

Parcion Private Wealth LLC

2.07K

Mar 31, 26

+2.07K

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

2.07K

Mar 31, 26

-3.24K

0.00%

Urban Financial Advisory Corp

2.06K

Mar 31, 26

+270

0.00%

Front Row Advisors LLC

2.06K

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

2.05K

Mar 31, 26

+811

0.00%

UMB Bank, n.a.

2.05K

Mar 31, 26

-284

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

2.05K

Mar 31, 26

+276

0.00%

Comprehensive Money Management Services LLC

2.04K

Mar 31, 26

0.00%

Prospera Capital Management, LLC

2.04K

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

2.04K

Mar 31, 26

-200

0.00%

Stanley-Laman Group, Ltd.

2.04K

Mar 31, 26

+2.04K

0.00%

Vanguard Personalized Indexing Management, LLC

2.03K

Mar 31, 26

-59

0.00%

Lynx Investment Advisory

2.02K

Mar 31, 26

+2.02K

0.00%

IFC Advisors LLC

2.02K

Mar 31, 26

-47.26K

0.00%

Clearstead Trust, LLC

2.02K

Mar 31, 26

-32

0.00%

Granite Harbor Advisors, Inc.

2.01K

Mar 31, 26

0.00%

Center For Asset Management LLC

2.01K

Mar 31, 26

-542

0.00%

Wealth Management Nebraska

2.01K

Mar 31, 26

0.00%

Team Hewins, LLC

2.01K

Mar 31, 26

-2

0.00%

Insight Advisors, LLC/ PA

2.00K

Mar 31, 26

+193

0.00%

United Advisor Group, LLC

2.00K

Mar 31, 26

-30

0.00%

MCF Advisors LLC

1.99K

Mar 31, 26

+1.02K

0.00%

Prosperitas Financial LLC

1.98K

Mar 31, 26

+791

0.00%

Rede Wealth, LLC

1.98K

Mar 31, 26

+95

0.00%

NBT BANK N A /NY

1.97K

Mar 31, 26

+34

0.00%

Ullmann Wealth Partners Group, LLC

1.97K

Mar 31, 26

0.00%

Granite Bay Wealth Management, LLC

1.94K

Mar 31, 26

+688

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

1.93K

Mar 31, 26

-105

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

1.92K

Mar 31, 26

-19

0.00%

Busey Wealth Management

1.91K

Mar 31, 26

+317

0.00%

Alta Wealth Advisors LLC

1.90K

Mar 31, 26

0.00%

LJI Wealth Management, LLC

1.90K

Mar 31, 26

+428

0.00%

Penobscot Investment Management Company, Inc.

1.89K

Mar 31, 26

-432

0.00%

VESTIA PERSONAL WEALTH ADVISORS

1.88K

Mar 31, 26

+12

0.00%

LCNB CORP

1.88K

Mar 31, 26

0.00%

Osprey Private Wealth LLC

1.86K

Mar 31, 26

+750

0.00%

Vision Capital Management, Inc.

1.85K

Mar 31, 26

0.00%

CALTON & ASSOCIATES, INC.

1.85K

Mar 31, 26

-186

0.00%

Bakala Capital Management LLC

1.84K

Mar 31, 26

0.00%

KLCM Advisors, Inc.

1.84K

Mar 31, 26

0.00%

Midwestern Financial, LLC /IA

1.83K

Mar 31, 26

0.00%

Wells Financial Advisors INC

1.83K

Mar 31, 26

-5.31K

0.00%

RIK SAYLOR FINANCIAL, INC.

1.81K

Mar 31, 26

0.00%

Per Stirling Capital Management, LLC.

1.80K

Mar 31, 26

+363

0.00%

Capital Square, LLC

1.80K

Mar 31, 26

-485

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

1.80K

Mar 31, 26

0.00%

FIRST FINANCIAL BANKSHARES INC

1.79K

Mar 31, 26

0.00%

Silver Oak Advisory Group, Inc.

1.78K

Mar 31, 26

0.00%

Strategic Financial Services, Inc,

1.77K

Mar 31, 26

+165

0.00%

SEVEN MILE ADVISORY

1.77K

Mar 31, 26

0.00%

DAHRING | CUSMANO LLC

1.76K

Mar 31, 26

0.00%

Douglass Winthrop Advisors, LLC

1.76K

Mar 31, 26

-581

0.00%

TBH Global Asset Management, LLC

1.76K

Mar 31, 26

+1.76K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

1.76K

Mar 31, 26

-1.64K

0.00%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

1.75K

Mar 31, 26

+443

0.00%

Lifeworks Advisors, LLC

1.75K

Mar 31, 26

+41

0.00%

DGS Capital Management, LLC

1.74K

Mar 31, 26

+24

0.00%

Archer Investment Corp

1.74K

Mar 31, 26

-43

0.00%

MIDDLETON & CO INC/MA

1.73K

Mar 31, 26

0.00%

Resolute Wealth Strategies, LLC

1.72K

Mar 31, 26

+247

0.00%

UNIVEST FINANCIAL Corp

1.72K

Mar 31, 26

-328

0.00%

OARSMAN CAPITAL, INC.

1.71K

Mar 31, 26

+616

0.00%

Covestor Ltd

1.70K

Mar 31, 26

+60

0.00%

LMG Wealth Partners, LLC

1.70K

Mar 31, 26

0.00%

Synergy Financial Group, LTD

1.70K

Mar 31, 26

-447

0.00%

WESTBOURNE INVESTMENTS, INC.

1.69K

Mar 31, 26

0.00%

Miller Financial Services LLC

1.68K

Mar 31, 26

0.00%

49 WEALTH MANAGEMENT, LLC

1.67K

Mar 31, 26

0.00%

Stratos Wealth Advisors, LLC

1.67K

Mar 31, 26

-25.33K

0.00%

Invst, LLC

1.65K

Mar 31, 26

-138

0.00%

Templeton & Phillips Capital Management, LLC

1.65K

Mar 31, 26

0.00%

Riverview Capital Advisers, LLC

1.65K

Mar 31, 26

-50.18K

0.00%

JOURNEY STRATEGIC WEALTH LLC

1.65K

Mar 31, 26

-76

0.00%

Golden Bell Financial Planning LLC

1.65K

Mar 31, 26

-26

0.00%

VALLEY NATIONAL ADVISERS INC

1.64K

Mar 31, 26

-118

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

1.64K

Mar 31, 26

0.00%

Buck Wealth Strategies, LLC

1.63K

Mar 31, 26

-516

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

1.63K

Mar 31, 26

-18

0.00%

Millstone Evans Group, LLC

1.62K

Mar 31, 26

+118

0.00%

Pillar Financial Advisors, LLC

1.61K

Mar 31, 26

-6

0.00%

SILVER OAK SECURITIES, INCORPORATED

1.60K

Mar 31, 26

-9.77K

0.00%

Altiora Financial Group, LLC

1.60K

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

1.60K

Mar 31, 26

+600

0.00%

Fort Sheridan Advisors LLC

1.59K

Mar 31, 26

+1.59K

0.00%

REDW Wealth LLC

1.58K

Mar 31, 26

-276

0.00%

New Insight Wealth Advisors

1.58K

Mar 31, 26

-65

0.00%

Authentikos Wealth Advisory, LLC

1.58K

Mar 31, 26

+110

0.00%

Jefferies Financial Group Inc.

1.58K

Mar 31, 26

+1.58K

0.00%

Goepper Burkhardt LLC

1.57K

Mar 31, 26

+17

0.00%

TruNorth Capital Management, LLC

1.57K

Mar 31, 26

0.00%

B & T Capital Management DBA Alpha Capital Management

1.56K

Mar 31, 26

+31

0.00%

DF DENT & CO INC

1.56K

Mar 31, 26

+52

0.00%

Shepherd Financial Partners LLC

1.55K

Mar 31, 26

0.00%

Pacific Sage Partners, LLC

1.55K

Mar 31, 26

-81

0.00%

PROFFITT & GOODSON INC

1.53K

Mar 31, 26

-3

0.00%

Strengthening Families & Communities, LLC

1.53K

Mar 31, 26

+1.53K

0.00%

Eagle Bay Advisors LLC

1.52K

Mar 31, 26

0.00%

Keener Financial Planning LLC

1.51K

Mar 31, 26

-8

0.00%

Greenspring Advisors, LLC

1.51K

Mar 31, 26

+39

0.00%

Beacon Capital Management, LLC

1.51K

Mar 31, 26

+38

0.00%

Strid Group, LLC

1.51K

Mar 31, 26

+668

0.00%

Sloy Dahl & Holst, LLC

1.51K

Mar 31, 26

+131

0.00%

TruWealth Advisors, LLC

1.50K

Mar 31, 26

0.00%

Paragon Capital Management LLC

1.50K

Mar 31, 26

-497

0.00%

MEANS INVESTMENT CO., INC.

1.50K

Mar 31, 26

0.00%

J HAGAN CAPITAL, INC.

1.50K

Mar 31, 26

-548

0.00%

DRAVO BAY LLC

1.50K

Mar 31, 26

+555

0.00%

HBK Sorce Advisory LLC

1.49K

Mar 31, 26

+25

0.00%

Montis Financial, LLC

1.49K

Mar 31, 26

0.00%

RiverFront Investment Group, LLC

1.48K

Mar 31, 26

+1.48K

0.00%

IAG Wealth Partners, LLC

1.48K

Mar 31, 26

0.00%

Prospect Financial Services LLC

1.48K

Mar 31, 26

+62

0.00%

WealthTrust Axiom LLC

1.48K

Mar 31, 26

0.00%

Financial Network Wealth Management LLC

1.47K

Mar 31, 26

-85

0.00%

GDS Wealth Management

1.47K

Mar 31, 26

+308

0.00%

Cedar Point Capital Partners, LLC

1.45K

Mar 31, 26

-18

0.00%

Proactive Wealth Strategies LLC

1.43K

Mar 31, 26

+1.43K

0.00%

Somerset Group LLC

1.42K

Mar 31, 26

0.00%

ADAPT WEALTH ADVISORS, LLC

1.41K

Mar 31, 26

-3

0.00%

Aspen Capital Management, LLC

1.40K

Mar 31, 26

0.00%

Nikulski Financial, Inc.

1.40K

Mar 31, 26

-472

0.00%

HOLDERNESS INVESTMENTS CO

1.39K

Mar 31, 26

+337

0.00%

Disciplined Investors, L.L.C.

1.38K

Mar 31, 26

0.00%

Clifford Group, LLC

1.37K

Mar 31, 26

0.00%

Firestone Capital Management

1.37K

Mar 31, 26

0.00%

MCDONALD PARTNERS LLC

1.37K

Mar 31, 26

+326

0.00%

BBR PARTNERS, LLC

1.37K

Mar 31, 26

-3.15K

0.00%

Vantage Point Financial LLC

1.37K

Mar 31, 26

-4

0.00%

Values Added Financial LLC

1.37K

Mar 31, 26

-147

0.00%

Aviance Capital Partners, LLC

1.36K

Mar 31, 26

+381

0.00%

Alteri Wealth LLC

1.36K

Mar 31, 26

-374

0.00%

Family Wealth Group, LLC

1.36K

Mar 31, 26

+1.36K

0.00%

CLARK ESTATES INC/NY

1.35K

Mar 31, 26

0.00%

EagleClaw Capital Managment, LLC

1.35K

Mar 31, 26

-200

0.00%

Essential Planning, LLC.

1.35K

Mar 31, 26

-7

0.00%

Van Hulzen Asset Management, LLC

1.34K

Mar 31, 26

-62

0.00%

HAZLETT, BURT & WATSON, INC.

1.34K

Mar 31, 26

+47

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

1.34K

Mar 31, 26

-4

0.00%

SilverOak Wealth Management LLC

1.32K

Mar 31, 26

0.00%

Koss-Olinger Consulting, LLC

1.32K

Mar 31, 26

-44

0.00%

Trademark Financial Management, LLC

1.32K

Mar 31, 26

-41

0.00%

Cloud Capital Management, LLC

1.32K

Mar 31, 26

+47

0.00%

Allen Investment Management LLC

1.31K

Mar 31, 26

0.00%

Missouri Trust & Investment Co

1.31K

Mar 31, 26

-30

0.00%

Novak & Powell Financial Services, Inc.

1.31K

Mar 31, 26

-3.67K

0.00%

Tyche Wealth Partners LLC

1.30K

Mar 31, 26

-10

0.00%

Resonant Capital Advisors, LLC

1.30K

Mar 31, 26

0.00%

DAVIDSON TRUST CO

1.30K

Mar 31, 26

0.00%

GSB Wealth Management, LLC

1.30K

Mar 31, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

1.29K

Mar 31, 26

0.00%

DENVER WEALTH MANAGEMENT, INC.

1.29K

Mar 31, 26

+1.29K

0.00%

BlueChip Wealth Advisors LLC

1.29K

Mar 31, 26

+1.29K

0.00%

LaSalle St. Investment Advisors, LLC

1.29K

Mar 31, 26

-33

0.00%

Delap Wealth Advisory, LLC

1.29K

Mar 31, 26

-305

0.00%

PCG ASSET MANAGEMENT, LLC

1.28K

Mar 31, 26

+450

0.00%

Aspiring Ventures, LLC

1.28K

Mar 31, 26

0.00%

Destination Wealth Management

1.28K

Mar 31, 26

+87

0.00%

New Republic Capital, LLC

1.28K

Mar 31, 26

0.00%

Painted Porch Advisors LLC

1.28K

Mar 31, 26

+48

0.00%

ProVise Management Group, LLC

1.27K

Mar 31, 26

0.00%

Triad Wealth Partners, LLC

1.27K

Mar 31, 26

-1.34K

0.00%

Dynasty Wealth Management, LLC

1.27K

Mar 31, 26

-133

0.00%

L. Roy Papp & Associates, LLP

1.26K

Mar 31, 26

-30

0.00%

Windward Private Wealth Management Inc.

1.24K

Mar 31, 26

-18

0.00%

WULFF, HANSEN & CO.

1.23K

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.22K

Mar 31, 26

-200

0.00%

Accretive Wealth Partners, LLC

1.22K

Mar 31, 26

+115

0.00%

Gilbert & Cook, Inc.

1.22K

Mar 31, 26

0.00%

MBA Advisors LLC

1.21K

Mar 31, 26

0.00%

Oak Harvest Investment Services

1.21K

Mar 31, 26

-34

0.00%

Impact Partnership Wealth, LLC

1.21K

Mar 31, 26

+219

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.20K

Mar 31, 26

0.00%

Portland Financial Advisors Inc

1.20K

Mar 31, 26

0.00%

WNY Asset Management, LLC

1.19K

Mar 31, 26

+1.19K

0.00%

IMA Wealth, Inc.

1.19K

Mar 31, 26

+37

0.00%

Clear Harbor Asset Management, LLC

1.19K

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

1.18K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.18K

Mar 31, 26

+379

0.00%

Alpha Financial Advisors, LLC

1.17K

Mar 31, 26

0.00%

Traction Financial Partners, LLC

1.17K

Mar 31, 26

-108

0.00%

EnRich Financial Partners LLC

1.17K

Mar 31, 26

0.00%

Sensible Money, LLC

1.16K

Mar 31, 26

-700

0.00%

Carter Financial Group, INC.

1.16K

Mar 31, 26

0.00%

SIT INVESTMENT ASSOCIATES INC

1.15K

Mar 31, 26

0.00%

Davis Investment Partners, LLC

1.15K

Mar 31, 26

0.00%

Stokes Family Office, LLC

1.15K

Mar 31, 26

+73

0.00%

Shared Vision Wealth Group LLC

1.14K

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

1.14K

Mar 31, 26

-25

0.00%

NORTHCAPE WEALTH MANAGEMENT, LLC

1.14K

Mar 31, 26

+11

0.00%

ALTFEST L J & CO INC

1.13K

Mar 31, 26

+1.13K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.13K

Mar 31, 26

+888

0.00%

Texas Capital Bank Wealth Management Services Inc

1.13K

Mar 31, 26

+42

0.00%

NOVARE CAPITAL MANAGEMENT LLC

1.12K

Mar 31, 26

+267

0.00%

Wills Financial Group LLC

1.12K

Mar 31, 26

+72

0.00%

NOESIS CAPITAL MANGEMENT CORP

1.12K

Mar 31, 26

-9

0.00%

Advance Capital Management, Inc.

1.12K

Mar 31, 26

-56

0.00%

Shade Tree Advisors LLC

1.11K

Mar 31, 26

-108

0.00%

Redwood Financial Network Corp

1.11K

Mar 31, 26

-110

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

1.11K

Mar 31, 26

+187

0.00%

MainStreet Investment Advisors LLC

1.10K

Mar 31, 26

-75

0.00%

Symmetry Partners, LLC

1.10K

Mar 31, 26

+1.10K

0.00%

Serenus Wealth Advisors, LLC

1.10K

Mar 31, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

1.10K

Mar 31, 26

0.00%

FARMERS TRUST CO

1.09K

Mar 31, 26

0.00%

Legacy Trust

1.08K

Mar 31, 26

+75

0.00%

Cypress Capital Group

1.08K

Mar 31, 26

-117

0.00%

BOSTON FAMILY OFFICE LLC

1.07K

Mar 31, 26

0.00%

Squarepoint Ops LLC

1.07K

Mar 31, 26

+1.07K

0.00%

MARCO INVESTMENT MANAGEMENT LLC

1.07K

Mar 31, 26

0.00%

Gallagher Capital Advisors, LLC

1.06K

Mar 31, 26

-6.61K

0.00%

SNS Financial Group, LLC

1.06K

Mar 31, 26

+1.06K

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

1.06K

Mar 31, 26

+23

0.00%

BKM Wealth Management, LLC

1.05K

Mar 31, 26

-14

0.00%

Evelyn Partners Asset Management Ltd

1.05K

Mar 31, 26

+1.05K

0.00%

Valley Financial Group, Inc.

1.04K

Mar 31, 26

+16

0.00%

Detalus Advisors, LLC

1.04K

Mar 31, 26

-23

0.00%

Blue Edge Capital, LLC

1.04K

Mar 31, 26

-9

0.00%

Sound View Wealth Advisors Group, LLC

1.03K

Mar 31, 26

-564

0.00%

ELEVATE WEALTH ADVISORY, INC

1.03K

Mar 31, 26

-42

0.00%

Pictet North America Advisors SA

1.02K

Mar 31, 26

-17.34K

0.00%

Avalon Trust Co

1.01K

Mar 31, 26

-90

0.00%

Cito Capital Group, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

Forum Private Client Group LLC

993

Mar 31, 26

-242

0.00%

CAP Partners, LLC

992

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

991

Mar 31, 26

+375

0.00%

Jaffetilchin Investment Partners, LLC

991

Mar 31, 26

0.00%

MASECO LLP

987

Mar 31, 26

0.00%

Carmel Capital Partners, LLC

986

Mar 31, 26

-79

0.00%

GWN SECURITIES INC.

982

Mar 31, 26

-39

0.00%

Gibbs Wealth Management

974

Mar 31, 26

+974

0.00%

Hobbs Group Advisors, LLC

972

Mar 31, 26

+972

0.00%

CacheTech Inc.

963

Mar 31, 26

+963

0.00%

Everstar Asset Management, LLC

960

Mar 31, 26

0.00%

Sterling Investment Advisors, Ltd.

959

Mar 31, 26

+26

0.00%

United Community Bank

958

Mar 31, 26

+34

0.00%

TILIA FIDUCIARY PARTNERS, INC.

952

Mar 31, 26

+103

0.00%

Fourth Dimension Wealth, LLC

947

Mar 31, 26

-83

0.00%

M1 Capital Management LLC

945

Mar 31, 26

0.00%

NOVUS ADVISORS, LLC

943

Mar 31, 26

0.00%

Csenge Advisory Group

943

Mar 31, 26

-44

0.00%

Matisse Capital

928

Mar 31, 26

0.00%

Prospect Financial Group LLC

927

Mar 31, 26

0.00%

Pathway Financial Advisers, LLC

927

Mar 31, 26

+927

0.00%

Carson Advisory Inc.

926

Mar 31, 26

0.00%

JTC Employer Solutions Trustee Ltd

925

Mar 31, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

924

Mar 31, 26

-100

0.00%

Anson Capital, Inc.

923

Mar 31, 26

0.00%

CVFG LLC

920

Mar 31, 26

+920

0.00%

Stonebrook Private Inc.

918

Mar 31, 26

-8

0.00%

RoundAngle Advisors LLC

916

Mar 31, 26

-18

0.00%

North Ridge Wealth Advisors, Inc.

915

Mar 31, 26

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

913

Mar 31, 26

0.00%

F/M Investments LLC

911

Mar 31, 26

+911

0.00%

RETIREMENT CAPITAL STRATEGIES

907

Mar 31, 26

0.00%

Clark Capital Management Group, Inc.

905

Mar 31, 26

+905

0.00%

Andina Capital Management, LLC

903

Mar 31, 26

-477

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

903

Mar 31, 26

-5

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

900

Mar 31, 26

-77

0.00%

Frisch Financial Group, Inc.

898

Mar 31, 26

+898

0.00%

Evergreen Advisors, LLC

898

Mar 31, 26

0.00%

MELFA WEALTH MANAGEMENT, LLC

881

Mar 31, 26

+31

0.00%

RETIREMENT INCOME SOLUTIONS, INC

880

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

880

Mar 31, 26

+26

0.00%

NorthLanding Financial Partners, LLC

877

Mar 31, 26

-100

0.00%

Community Bank, N.A.

875

Mar 31, 26

0.00%

NOTTINGHAM ADVISORS, INC.

873

Mar 31, 26

0.00%

Bogart Wealth, LLC

870

Mar 31, 26

-273

0.00%

Yukon Wealth Management, Inc.

862

Mar 31, 26

0.00%

ENTREWEALTH, LLC

861

Mar 31, 26

0.00%

TWIN CITY PRIVATE WEALTH, LLC

860

Mar 31, 26

+61

0.00%

Welch Group, LLC

860

Mar 31, 26

0.00%

Stephenson & Company, Inc.

859

Mar 31, 26

0.00%

Retirement Solution Inc.

857

Mar 31, 26

0.00%

RS CRUM INC.

855

Mar 31, 26

0.00%

HOWE & RUSLING INC

849

Mar 31, 26

-491

0.00%

Journey Advisory Group, LLC

848

Mar 31, 26

-771

0.00%

Glen Eagle Advisors, LLC

846

Mar 31, 26

-116

0.00%

Powers Advisory Group, LLC

844

Mar 31, 26

0.00%

KLINGENSTEIN FIELDS & CO LP

844

Mar 31, 26

+844

0.00%

Trek Financial, LLC

843

Mar 31, 26

-40

0.00%

VESTOR CAPITAL, LLC

838

Mar 31, 26

+500

0.00%

RMG Wealth Management LLC

835

Mar 31, 26

+835

0.00%

Proficio Capital Partners LLC

834

Mar 31, 26

-3.28K

0.00%

NORDEN GROUP LLC

833

Mar 31, 26

+833

0.00%

First Western Trust Bank

833

Mar 31, 26

+49

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

830

Mar 31, 26

+830

0.00%

BECK MACK & OLIVER LLC

830

Mar 31, 26

-100

0.00%

DDD Partners, LLC

830

Mar 31, 26

0.00%

Michels Family Financial, LLC

829

Mar 31, 26

-23

0.00%

Argent Advisors, Inc.

828

Mar 31, 26

0.00%

INGALLS & SNYDER LLC

816

Mar 31, 26

+816

0.00%

Heritage Wealth Management, Inc./Texas

814

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

813

Mar 31, 26

-92

0.00%

Heirloom Wealth Management

812

Mar 31, 26

+812

0.00%

Wise Wealth Partners

812

Mar 31, 26

+812

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

810

Mar 31, 26

0.00%

Frederick Financial Consultants, LLC

802

Mar 31, 26

+802

0.00%

Evelyn Partners Investment Management (Europe) Ltd

800

Mar 31, 26

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

800

Mar 31, 26

0.00%

Trace Wealth Advisors, LLC

800

Mar 31, 26

0.00%

Pasadena Private Wealth, LLC

798

Mar 31, 26

-148

0.00%

Pekin Hardy Strauss, Inc.

797

Mar 31, 26

0.00%

TRUSTCO BANK CORP N Y

796

Mar 31, 26

0.00%

Pitti Group Wealth Management, LLC

787

Mar 31, 26

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

786

Mar 31, 26

0.00%

TKG Advisors, LLC

785

Mar 31, 26

-7

0.00%

Drake & Associates, LLC

785

Mar 31, 26

-929

0.00%

Heartland Bank & Trust Co

783

Mar 31, 26

+783

0.00%

Pinion Investment Advisors, LLC

778

Mar 31, 26

-63

0.00%

PUREfi Wealth, LLC

775

Mar 31, 26

+775

0.00%

D L CARLSON INVESTMENT GROUP INC

774

Mar 31, 26

+774

0.00%

Quartz Partners, LLC

769

Mar 31, 26

+769

0.00%

Institute for Wealth Management, LLC.

766

Mar 31, 26

-14

0.00%

LEGACY FINANCIAL GROUP, INC.

766

Mar 31, 26

-52

0.00%

DEARBORN PARTNERS LLC

766

Mar 31, 26

+766

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

759

Mar 31, 26

0.00%

Breakwater Investment Management

758

Mar 31, 26

0.00%

Strathmore Capital Advisors, Inc.

751

Mar 31, 26

+751

0.00%

Silicon Valley Capital Partners

750

Mar 31, 26

0.00%

Synergy Investment Management, LLC

678

Mar 31, 26

+678

0.00%

WealthCollab, LLC

668

Mar 31, 26

0.00%

LONDON CO OF VIRGINIA

663

Mar 31, 26

-612

0.00%

TD Waterhouse Canada Inc.

659

Mar 31, 26

-1.78K

0.00%

one8zero8, LLC

640

Mar 31, 26

-7

0.00%

CVA Family Office, LLC

636

Mar 31, 26

0.00%

Fountainhead AM, LLC

631

Mar 31, 26

+223

0.00%

Pacific Center for Financial Services

629

Mar 31, 26

+71

0.00%

Coston, McIsaac & Partners

591

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

590

Mar 31, 26

+204

0.00%

1 NORTH WEALTH SERVICES LLC

582

Mar 31, 26

+41

0.00%

Legacy Wealth Managment, LLC/ID

577

Mar 31, 26

-107

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

550

Mar 31, 26

-10

0.00%

Delos Wealth Advisors, LLC

549

Mar 31, 26

+549

0.00%

SYM FINANCIAL Corp

547

Mar 31, 26

-322

0.00%

Turtle Creek Wealth Advisors, LLC

532

Mar 31, 26

-452

0.00%

Nemes Rush Group LLC

531

Mar 31, 26

-39

0.00%

Orion Capital Management LLC

519

Mar 31, 26

0.00%

MONETARY MANAGEMENT GROUP INC

500

Mar 31, 26

+500

0.00%

PROTECTIVE LIFE CORP

492

Mar 31, 26

+492

0.00%

Morling Financial Advisors, LLC

485

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

465

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

446

Mar 31, 26

+339

0.00%

Seneschal Advisors, LLC

436

Mar 31, 26

-20

0.00%

CONQUIS FINANCIAL LLC

434

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

424

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

421

Mar 31, 26

-44

0.00%

Bollard Group LLC

407

Mar 31, 26

+407

0.00%

Newbridge Financial Services Group, Inc.

400

Mar 31, 26

-54

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

400

Mar 31, 26

0.00%

HEARTLAND ADVISORS INC

371

Mar 31, 26

-400

0.00%

Ironwood Wealth Management, LLC.

363

Mar 31, 26

0.00%

Gs Investments, Inc.

357

Mar 31, 26

0.00%

Trifecta Capital Advisors, LLC

355

Mar 31, 26

0.00%

Rossby Financial, LCC

351

Mar 31, 26

+64

0.00%

Atlantic Private Wealth, LLC

334

Mar 31, 26

0.00%

Rakuten Securities, Inc.

334

Mar 31, 26

-56

0.00%

Allspring Global Investments Holdings, LLC

318

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

309

Mar 31, 26

+309

0.00%

Centennial Bank/AR/

305

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

300

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

291

Mar 31, 26

0.00%

Burk Holdings LLC

286

Mar 31, 26

+286

0.00%

American Capital Advisory, LLC

277

Mar 31, 26

-61

0.00%

Murphy & Mullick Capital Management Corp

274

Mar 31, 26

0.00%

Quent Capital, LLC

272

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

266

Mar 31, 26

0.00%

ALLIANZ SE

245

Mar 31, 26

-56.36K

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

244

Mar 31, 26

-405

0.00%

HighMark Wealth Management LLC

244

Mar 31, 26

-20

0.00%

Private Wealth Management Group, LLC

243

Mar 31, 26

0.00%

CNB Bank

240

Mar 31, 26

-5

0.00%

Hanson & Doremus Investment Management

238

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

225

Mar 31, 26

-23

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

219

Mar 31, 26

+219

0.00%

Jackson, Grant Investment Advisers, Inc.

215

Mar 31, 26

0.00%

ESL Trust Services, LLC

201

Mar 31, 26

0.00%

Financial Connections Group, Inc.

198

Mar 31, 26

-38

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

189

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

176

Mar 31, 26

0.00%

MOTCO

161

Mar 31, 26

+45

0.00%

Evelyn Partners Investment Management LLP

160

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

160

Mar 31, 26

0.00%

Canton Hathaway, LLC

150

Mar 31, 26

0.00%

Family Management Corp

150

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

146

Mar 31, 26

-4

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

144

Mar 31, 26

0.00%

Hurley Capital, LLC

143

Mar 31, 26

+95

0.00%

Addison Advisors LLC

133

Mar 31, 26

0.00%

Integrity Financial Corp /WA

131

Mar 31, 26

-26

0.00%

SYNTAX RESEARCH, INC.

129

Mar 31, 26

0.00%

Winch Advisory Services, LLC

127

Mar 31, 26

0.00%

WPG Advisers, LLC

122

Mar 31, 26

-1.22K

0.00%

ORG Wealth Partners, LLC

121

Mar 31, 26

-457

0.00%

Kingdom Financial Group LLC.

114

Mar 31, 26

+47

0.00%

Lloyd Advisory Services, LLC.

114

Mar 31, 26

+16

0.00%

Your Advocates Ltd., LLP

109

Mar 31, 26

0.00%

Colonial Trust Advisors

103

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

103

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

102

Mar 31, 26

0.00%

Midwest Capital Advisors, LLC

101

Mar 31, 26

-76

0.00%

Cornerstone Planning Group LLC

101

Mar 31, 26

-171

0.00%

Peachtree Investment Partners, LLC

Mar 31, 26

0.00%

Navigoe, LLC

Mar 31, 26

0.00%

Costello Asset Management, INC

Mar 31, 26

0.00%

PINNEY & SCOFIELD, INC.

Mar 31, 26

+91

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

Mar 31, 26

-180

0.00%

Avion Wealth

Mar 31, 26

-33

0.00%

Atlantic Edge Private Wealth Management, LLC

Mar 31, 26

0.00%

CURIO WEALTH, LLC

Mar 31, 26

-84

0.00%

IFG Advisory, LLC

Mar 31, 26

-3.31K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Mar 31, 26

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

+50

0.00%

WFA of San Diego, LLC

Mar 31, 26

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

Red Tortoise LLC

Mar 31, 26

0.00%

Westfuller Advisors, LLC

Mar 31, 26

0.00%

Horizon Investments, LLC

Mar 31, 26

+44

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+40

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

LOOMIS SAYLES & CO L P

Mar 31, 26

+34

0.00%

VAN ECK ASSOCIATES CORP

Mar 31, 26

0.00%

Fairman Group, LLC

Mar 31, 26

0.00%

MTM Investment Management, LLC

Mar 31, 26

0.00%

Zeit Capital LLC

Mar 31, 26

0.00%

SOFI WEALTH, LLC

Mar 31, 26

-9

0.00%

Game Plan Financial Advisors, LLC

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

Mar 31, 26

0.00%

BankPlus Trust Department

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

Mar 31, 26

-129

0.00%

Copia Wealth Management

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

+10

0.00%

Kilter Group LLC

Mar 31, 26

-12

0.00%

Park Place Capital Corp

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

Rice Partnership, LLC

Mar 31, 26

0.00%

VAN DEN BERG MANAGEMENT I, INC

Mar 31, 26

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Morse Asset Management, Inc

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-3

0.00%

Imprint Wealth LLC

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-11.38K

AF Advisors, Inc.

Mar 31, 26

-936

Collaborative Wealth Managment Inc.

Mar 31, 26

-919

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-289

Inlight Wealth Management, LLC

Mar 31, 26

-94

COMMONS CAPITAL, LLC

Mar 31, 26

-847

Golden Reserve Retirement LLC

Mar 31, 26

-2.24K

Coppell Advisory Solutions LLC

Mar 31, 26

-2.01K

LOGAN CAPITAL MANAGEMENT INC

Mar 31, 26

-29.18K

Concord Wealth Partners

Mar 31, 26

-119

B&D White Capital Company, LLC

Mar 31, 26

-3.34K

Strategic Advocates LLC

Mar 31, 26

-11

Soundwatch Capital LLC

Mar 31, 26

-1.15K

Windsor Advisory Group, LLC

Mar 31, 26

-1.92K

Cornerstone Advisory, LLC

Mar 31, 26

-1.09K

Berkshire Money Management, Inc.

Mar 31, 26

-801

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-159.43K

Turning Point Benefit Group, Inc.

Mar 31, 26

-16

Wealth Preservation Advisors, LLC

Mar 31, 26

-296

Waterfront Wealth Inc.

Mar 31, 26

-752

Ground Swell Capital, LLC

Mar 31, 26

-1.34K

DV Trading LLC

Mar 31, 26

-1.24K

Woodside Wealth Management LLC

Mar 31, 26

-497

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-1.27K

Broyhill Asset Management

Mar 31, 26

-793

Sentry LLC

Mar 31, 26

-1.05K

Clarkston Capital Partners, LLC

Mar 31, 26

-1.39K

Heritage Wealth Management, Inc.

Mar 31, 26

-3.59K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-370

FIRST COMMONWEALTH FINANCIAL CORP /PA/

Mar 31, 26

-971

Wealth Watch Advisors, INC

Mar 31, 26

-151

POM Investment Strategies, LLC

Mar 31, 26

-83

CITADEL ADVISORS LLC

Mar 31, 26

-14.90K

Bouchey Financial Group Ltd

Mar 31, 26

-1.56K

Westwood Wealth Management

Mar 31, 26

-5.18K

Generation Capital Management LLC

Mar 31, 26

-2.08K

Safe Harbor Fiduciary, LLC

Mar 31, 26

-1

SWAN Capital LLC

Mar 31, 26

-394

EARNEST PARTNERS LLC

Mar 31, 26

-1.95K

NORTHLAND SECURITIES, INC.

Mar 31, 26

-933

Axiom Financial Strategies, LLC

Mar 31, 26

-11.70K

Arete Wealth Advisors, LLC

Mar 31, 26

-1.72K

REGIMEN WEALTH, LLC

Mar 31, 26

-862

Penn Capital Management Company, LLC

Mar 31, 26

-1.22K

Navalign, LLC

Mar 31, 26

-48

ISLAY CAPITAL MANAGEMENT, LLC

Mar 31, 26

-40

Diversify Advisory Services, LLC

Mar 31, 26

-5.96K

Cambria Investment Management, L.P.

Mar 31, 26

-1.84K

Goodman Advisory Group, LLC

Mar 31, 26

-8

CIBC Private Wealth Group, LLC

1.40M

Dec 31, 25

+127.70K

0.22%

VANGUARD GROUP INC

643.59K

Dec 31, 25

+27.36K

0.10%

PROVIDA PENSION FUND ADMINISTRATOR

369.39K

Dec 31, 25

+68.55K

0.06%

COMERICA BANK

358.11K

Dec 31, 25

+995

0.06%

Cadence Bank

89.36K

Dec 31, 25

+5.41K

0.01%

Stephens Consulting, LLC

71.03K

Dec 31, 25

+60.42K

0.01%

NICOLET ADVISORY SERVICES, LLC

50.01K

Dec 31, 25

+9.41K

0.01%

Global Retirement Partners, LLC

32.19K

Dec 31, 25

-1.69K

0.01%

Oldfather Financial Services, LLC

32.01K

Dec 31, 25

+29

0.01%

SageView Advisory Group, LLC

20.88K

Dec 31, 25

-2.44K

0.00%

Alpha Cubed Investments, LLC

15.61K

Dec 31, 25

+1.25K

0.00%

MidWestOne Financial Group, Inc.

9.31K

Dec 31, 25

+32

0.00%

Main Street Financial Solutions, LLC

8.30K

Dec 31, 25

-641

0.00%

TRUST CO OF VERMONT

6.51K

Dec 31, 25

-1.87K

0.00%

FineMark National Bank & Trust

4.81K

Dec 31, 25

0.00%

Dentgroup LLC

3.82K

Dec 31, 25

-3.36K

0.00%

MERITAGE PORTFOLIO MANAGEMENT

3.74K

Dec 31, 25

0.00%

Vantage Financial Partners, LLC

3.38K

Dec 31, 25

-38

0.00%

Tolleson Wealth Management, Inc.

1.98K

Dec 31, 25

+220

0.00%

Edge Financial Advisors LLC

1.95K

Dec 31, 25

+13

0.00%

Litman Gregory Wealth Management LLC

1.56K

Dec 31, 25

0.00%

Clarius Group, LLC

1.31K

Dec 31, 25

-173

0.00%

O'Brien Wealth Partners LLC

1.29K

Dec 31, 25

+1.29K

0.00%

Austin Private Wealth, LLC

974

Dec 31, 25

+30

0.00%

ORG Partners LLC

549

Dec 31, 25

+365

0.00%

Heritage Wealth Advisors

373

Dec 31, 25

0.00%

Pandora Wealth, Inc.

262

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

163

Dec 31, 25

0.00%

MGB Wealth Management, LLC

Dec 31, 25

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Ransom Advisory, Ltd

Dec 31, 25

+36

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-374

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

Dec 31, 25

0.00%

Total Wealth Planning, LLC

Dec 31, 25

-1.29K

Northwest Capital Management Inc

Dec 31, 25

-891

Capitolis Liquid Global Markets LLC

Dec 31, 25

-105.80K

Glenmede Investment Management, LP

892.18K

Sep 30, 25

+33.86K

0.14%

Full Sail Capital, LLC

96.34K

Sep 30, 25

-2.73K

0.02%

OAK HILL WEALTH ADVISORS, LLC

84.46K

Sep 30, 25

+5.13K

0.01%

MARSHALL FINANCIAL GROUP INC /ADV

81.74K

Sep 30, 25

+748

0.01%

BRASS TAX WEALTH MANAGEMENT, INC

72.80K

Sep 30, 25

-64.86K

0.01%

Bristlecone Advisors, LLC

64.16K

Sep 30, 25

+714

0.01%

JFG Wealth Management, LLC

52.77K

Sep 30, 25

-962

0.01%

FIRST NATIONAL CORP /MA/ /ADV

52.52K

Sep 30, 25

+971

0.01%

Lokken Investment Group LLC

37.25K

Sep 30, 25

+746

0.01%

ASSET PLANNING CORPORATION

22.10K

Sep 30, 25

-327

0.00%

Sensible Financial Planning & Management, LLC.

20.14K

Sep 30, 25

-430

0.00%

SYNOVUS FINANCIAL CORP

18.31K

Sep 30, 25

+3.83K

0.00%

Kathleen S. Wright Associates Inc.

15.22K

Sep 30, 25

+634

0.00%

Watts Gwilliam & Co., LLC

12.19K

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

12.13K

Sep 30, 25

-382

0.00%

MARSHALL & SULLIVAN INC /WA/

12.08K

Sep 30, 25

+2.67K

0.00%

Shorepoint Capital Partners LLC

7.21K

Sep 30, 25

+7.21K

0.00%

Willow Creek Wealth Management Inc.

6.26K

Sep 30, 25

+2.11K

0.00%

WETHERBY ASSET MANAGEMENT INC

5.69K

Sep 30, 25

+507

0.00%

Accredited Wealth Management, LLC

4.78K

Sep 30, 25

+4.68K

0.00%

Financial Advocates Investment Management

4.10K

Sep 30, 25

-14.26K

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

3.53K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

3.37K

Sep 30, 25

-60

0.00%

Apexium Financial, LP

3.36K

Sep 30, 25

+17

0.00%

Wells Trecaso Financial Group, LLC

2.82K

Sep 30, 25

-2.21K

0.00%

AllSquare Wealth Management LLC

2.68K

Sep 30, 25

0.00%

SPC Financial, Inc.

2.66K

Sep 30, 25

-96

0.00%

Vishria Bird Financial Group, LLC

2.43K

Sep 30, 25

+89

0.00%

MAS Advisors LLC

2.35K

Sep 30, 25

-14

0.00%

Lion Street Advisors, LLC

1.85K

Sep 30, 25

+818

0.00%

Obsidian Personal Planning Solutions LLC

1.65K

Sep 30, 25

0.00%

Stonegate Investment Group, LLC

1.57K

Sep 30, 25

0.00%

Moloney Securities Asset Management, LLC

1.42K

Sep 30, 25

+156

0.00%

PITCAIRN CO

1.26K

Sep 30, 25

0.00%

New Century Financial Group, LLC

1.21K

Sep 30, 25

0.00%

Guerra Advisors Inc

724

Sep 30, 25

+724

0.00%

FSA Wealth Management LLC

300

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

278

Sep 30, 25

0.00%

Promus Capital, LLC

120

Sep 30, 25

0.00%

Binnacle Investments Inc

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Hemington Wealth Management

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-1.09K

West Oak Capital, LLC

Sep 30, 25

-418

Gitterman Wealth Management, LLC

Sep 30, 25

-214

CHURCHILL MANAGEMENT Corp

946.16K

Jun 30, 25

+946.16K

0.15%

AVANTAX ADVISORY SERVICES, INC.

333.98K

Jun 30, 25

-8.06K

0.05%

Congress Wealth Management LLC / DE /

190.24K

Jun 30, 25

+168.87K

0.03%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

105.18K

Jun 30, 25

+12.65K

0.02%

Iron Horse Wealth Management, LLC

64.95K

Jun 30, 25

+2.11K

0.01%

Atria Wealth Solutions, Inc.

62.31K

Jun 30, 25

-55.01K

0.01%

Parkside Advisors LLC

48.80K

Jun 30, 25

+6.65K

0.01%

Von Berge Wealth Management Group, LLC

48.35K

Jun 30, 25

+1.15K

0.01%

PrairieView Partners, LLC

43.18K

Jun 30, 25

-11.58K

0.01%

Benchmark Wealth Management, LLC

33.73K

Jun 30, 25

-1.05K

0.01%

Wambolt & Associates, LLC

31.55K

Jun 30, 25

+468

0.00%

Graypoint LLC

23.16K

Jun 30, 25

+7.30K

0.00%

Better Money Decisions, LLC

19.26K

Jun 30, 25

+142

0.00%

First Horizon Advisors, Inc.

14.79K

Jun 30, 25

-244

0.00%

Semmax Financial Advisors Inc.

8.92K

Jun 30, 25

+53

0.00%

DOHJ, LLC

8.82K

Jun 30, 25

+7.56K

0.00%

Smith Anglin Financial, LLC

8.54K

Jun 30, 25

-38

0.00%

CHB Investment Group, LLC

5.58K

Jun 30, 25

-147

0.00%

TFG Advisers LLC

5.18K

Jun 30, 25

-230

0.00%

FORTE CAPITAL LLC /ADV

4.85K

Jun 30, 25

-558

0.00%

Bordeaux Wealth Advisors LLC

3.80K

Jun 30, 25

-81

0.00%

ACAS, LLC

3.75K

Jun 30, 25

-40

0.00%

Exchange Capital Management, Inc.

3.44K

Jun 30, 25

0.00%

Northeast Financial Consultants Inc

2.81K

Jun 30, 25

-2

0.00%

Moser Wealth Advisors, LLC

2.58K

Jun 30, 25

-34

0.00%

Enterprise Bank & Trust Co

2.47K

Jun 30, 25

+2.47K

0.00%

Parkworth Wealth Management, Inc.

2.20K

Jun 30, 25

0.00%

Elios Financial Group Inc.

2.03K

Jun 30, 25

-56

0.00%

J. W. Coons Advisors, LLC

1.81K

Jun 30, 25

+480

0.00%

Horan Securities, Inc.

1.74K

Jun 30, 25

0.00%

Good Life Advisors, LLC

1.65K

Jun 30, 25

+58

0.00%

My Legacy Advisors, LLC

1.63K

Jun 30, 25

-2.05K

0.00%

David Wealth Management LLC

1.49K

Jun 30, 25

0.00%

BIP Alliance, LLC

1.29K

Jun 30, 25

+1.29K

0.00%

Centricity Wealth Management, LLC

1.28K

Jun 30, 25

0.00%

Martin Worley Group

1.25K

Jun 30, 25

-11

0.00%

Wellington Capital Management, Inc.

996

Jun 30, 25

+996

0.00%

Financial Gravity Companies, Inc.

103

Jun 30, 25

+103

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+42

0.00%

Christopher J. Hasenberg, Inc

Jun 30, 25

-21

Capital A Wealth Management, LLC

Jun 30, 25

-147

Family Firm, Inc.

Jun 30, 25

-5.01K

Marcum Wealth, LLC

182.27K

Mar 31, 25

-1.94K

0.03%

Cable Hill Partners, LLC

124.42K

Mar 31, 25

+5.02K

0.02%

Orion Portfolio Solutions, LLC

96.01K

Mar 31, 25

+2.12K

0.02%

Monterey Private Wealth, Inc.

69.56K

Mar 31, 25

+2.97K

0.01%

Proquility Private Wealth Partners, LLC

46.00K

Mar 31, 25

-452

0.01%

US FINANCIAL ADVISORS, LLC

34.70K

Mar 31, 25

-1.28K

0.01%

BluePointe Capital Management, LLC

30.96K

Mar 31, 25

+5.92K

0.00%

Sandy Spring Bank

22.32K

Mar 31, 25

+1.20K

0.00%

Keeley-Teton Advisors, LLC

17.90K

Mar 31, 25

0.00%

Lane & Associates LLC

13.68K

Mar 31, 25

-332

0.00%

Lindbrook Capital, LLC

12.20K

Mar 31, 25

-1.96K

0.00%

Coordinated Financial Services, Inc./CO

12.07K

Mar 31, 25

+12.07K

0.00%

Wade Financial Advisory, Inc

11.46K

Mar 31, 25

-789

0.00%

Callan Capital, LLC

8.19K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

6.06K

Mar 31, 25

-240

0.00%

Vista Wealth Management Group, LLC

5.58K

Mar 31, 25

+35

0.00%

Schechter Investment Advisors, LLC

4.70K

Mar 31, 25

+1.36K

0.00%

Grant/GrossMendelsohn, LLC

4.30K

Mar 31, 25

+452

0.00%

Cahill Wealth Management, LLC

3.93K

Mar 31, 25

-94

0.00%

West Coast Financial LLC

3.16K

Mar 31, 25

0.00%

Safeguard Financial, LLC

2.99K

Mar 31, 25

-513

0.00%

Centered Wealth LLC dba Miller Equity Capital Advisors

2.41K

Mar 31, 25

-291.15K

0.00%

Delta Financial Group, Inc.

2.32K

Mar 31, 25

+43

0.00%

Transform Wealth, LLC

1.80K

Mar 31, 25

0.00%

Sheaff Brock Investment Advisors, LLC

1.36K

Mar 31, 25

+97

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Cyrus J. Lawrence, LLC

Mar 31, 25

-72

Aveo Capital Partners, LLC

Mar 31, 25

-24.99K

Buffington Mohr McNeal

Mar 31, 25

-885

Heritage Wealth Partners, LLC

Mar 31, 25

-9.36K

PRIVATE CAPITAL MANAGEMENT LLC

67.12K

Dec 31, 24

-3.35K

0.01%

Dechtman Wealth Management, LLC

56.01K

Dec 31, 24

+9.46K

0.01%

Gray Wealth Management Inc.

43.85K

Dec 31, 24

+2.16K

0.01%

Bray Capital Advisors

37.45K

Dec 31, 24

-504

0.01%

Peninsula Wealth, LLC

37.20K

Dec 31, 24

-436

0.01%

Nuveen Asset Management, LLC

35.38K

Dec 31, 24

+11.93K

0.01%

Edge Capital Group, LLC

29.92K

Dec 31, 24

+172

0.00%

Private Portfolio Partners LLC

26.72K

Dec 31, 24

+74

0.00%

HBC Financial Services, PLLC

14.54K

Dec 31, 24

-130

0.00%

LAKE STREET ADVISORS GROUP, LLC

12.37K

Dec 31, 24

-12

0.00%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

10.72K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

6.35K

Dec 31, 24

-349

0.00%

Sanctuary Wealth Management, L.L.C.

6.29K

Dec 31, 24

+2.76K

0.00%

WMS Partners, LLC

4.48K

Dec 31, 24

-1.03K

0.00%

BOSTON FINANCIAL MANGEMENT LLC

3.94K

Dec 31, 24

0.00%

Carlson Capital Management

3.90K

Dec 31, 24

+185

0.00%

SignalPoint Asset Management, LLC

3.85K

Dec 31, 24

-371

0.00%

Tallon Kerry Patrick

3.22K

Dec 31, 24

+3.22K

0.00%

Zions Bancorporation, N.A.

3.19K

Dec 31, 24

0.00%

Madison Investment Advisors, LLC

3.11K

Dec 31, 24

+3.11K

0.00%

Merriman Wealth Management, LLC

2.46K

Dec 31, 24

-2

0.00%

Sugarloaf Wealth Management, LLC

2.21K

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

2.17K

Dec 31, 24

+885

0.00%

TrinityPoint Wealth, LLC

2.06K

Dec 31, 24

+199

0.00%

UNIONVIEW, LLC

1.82K

Dec 31, 24

-63

0.00%

TAP Consulting, LLC

1.52K

Dec 31, 24

0.00%

Wills Financial Group, Inc.

1.30K

Dec 31, 24

0.00%

Campbell Wealth Management

1.17K

Dec 31, 24

+65

0.00%

Riggs Capital Management LLC

1.06K

Dec 31, 24

+1.06K

0.00%

Signify Wealth

1.03K

Dec 31, 24

+88

0.00%

WINTRUST INVESTMENTS LLC

995

Dec 31, 24

-75

0.00%

EPIQ Capital Group, LLC

965

Dec 31, 24

0.00%

Fairhaven Wealth Management, LLC

933

Dec 31, 24

-10

0.00%

Fernwood Investment Management, LLC

888

Dec 31, 24

0.00%

Anchor Pointe Wealth Management, LLC

883

Dec 31, 24

+883

0.00%

Northwest Bank & Trust Co

763

Dec 31, 24

-8

0.00%

CRITERION CAPITAL ADVISORS, LLC

250

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

115

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-708

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.39M

Sep 30, 24

+127.52K

0.22%

RAYMOND JAMES & ASSOCIATES

756.08K

Sep 30, 24

-13.43K

0.12%

PRIO WEALTH LIMITED PARTNERSHIP

141.75K

Sep 30, 24

+1.25K

0.02%

CIC Wealth, LLC

61.16K

Sep 30, 24

+1.58K

0.01%

Halpern Financial, Inc.

57.50K

Sep 30, 24

+7.08K

0.01%

Waypoint Capital Advisors, LLC

31.16K

Sep 30, 24

-375

0.00%

RAYMOND JAMES TRUST N.A.

30.36K

Sep 30, 24

+2.70K

0.00%

Annapolis Financial Services, LLC

28.98K

Sep 30, 24

-1.94K

0.00%

Carmichael Hill & Associates, Inc.

21.20K

Sep 30, 24

+3.17K

0.00%

Argent Financial Group, Inc.

13.43K

Sep 30, 24

+13.43K

0.00%

Axiom Advisory, LLC

8.64K

Sep 30, 24

+172

0.00%

Sweet Financial Partners, LLC

7.71K

Sep 30, 24

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

6.57K

Sep 30, 24

+673

0.00%

GYL FINANCIAL SYNERGIES, LLC

6.10K

Sep 30, 24

+350

0.00%

Financial Planning & Information Services, Inc.

6.09K

Sep 30, 24

-61

0.00%

ETFIDEA, LLC

4.94K

Sep 30, 24

+522

0.00%

SpiderRock Advisors, LLC

3.57K

Sep 30, 24

+2.46K

0.00%

Aspire Wealth Management Corp

3.45K

Sep 30, 24

-455

0.00%

First Trust Direct Indexing L.P.

2.28K

Sep 30, 24

+327

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

1.39K

Sep 30, 24

+133

0.00%

FinTrust Capital Advisors, LLC

1.31K

Sep 30, 24

+86

0.00%

Planning Capital Management Corp

1.30K

Sep 30, 24

0.00%

Pegasus Partners Ltd.

1.14K

Sep 30, 24

0.00%

First Trust Investment Solutions L.P.

988

Sep 30, 24

0.00%

LifePro Asset Management

926

Sep 30, 24

+926

0.00%

Family Asset Management, LLC

492

Sep 30, 24

0.00%

New Potomac Partners, LLC

350

Sep 30, 24

+350

0.00%

First Personal Financial Services

205

Sep 30, 24

0.00%

Syntrinsic LLC

144

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+84

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-3.95K

Rosenbaum Jay D.

Sep 30, 24

-1.18K

BlackRock Inc.

291.68K

Jun 30, 24

+69.14K

0.05%

Clear Rock Advisors, LLC

97.64K

Jun 30, 24

-623

0.02%

BUCKINGHAM STRATEGIC WEALTH, LLC

55.11K

Jun 30, 24

-1.88K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

48.23K

Jun 30, 24

-2.30K

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

46.47K

Jun 30, 24

+1.71K

0.01%

HoyleCohen, LLC

37.12K

Jun 30, 24

-685

0.01%

Greytown Advisors Inc.

30.50K

Jun 30, 24

-561

0.00%

Windham Capital Management, LLC

8.12K

Jun 30, 24

0.00%

Private Ocean, LLC

5.73K

Jun 30, 24

+1.05K

0.00%

Abbrea Capital, LLC

3.17K

Jun 30, 24

-476

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

2.49K

Jun 30, 24

0.00%

GIRARD PARTNERS LTD.

1.92K

Jun 30, 24

+160

0.00%

ARVEST TRUST CO N A

1.68K

Jun 30, 24

-51

0.00%

ICA Group Wealth Management, LLC

1.14K

Jun 30, 24

-6.97K

0.00%

Relative Value Partners Group, LLC

1.06K

Jun 30, 24

-6.64K

0.00%

Custom Portfolio Group LLC

458

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

262

Jun 30, 24

0.00%

Rain Capital Management, LLC

146

Jun 30, 24

0.00%

Private Wealth Strategies, L.L.C.

Jun 30, 24

-29.80K

Charles Schwab Investment Advisory, Inc.

1.80M

Mar 31, 24

-55.15K

0.28%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

281.40K

Mar 31, 24

+2.53K

0.04%

Cetera Advisor Networks LLC

278.35K

Mar 31, 24

+13.88K

0.04%

Cetera Advisors LLC

98.69K

Mar 31, 24

+41.48K

0.02%

Manning & Napier Group, LLC

42.94K

Mar 31, 24

-1.28K

0.01%

Ratio Wealth Group

33.84K

Mar 31, 24

+1.29K

0.01%

CALIBER WEALTH MANAGEMENT, LLC

29.23K

Mar 31, 24

+922

0.00%

Connectus Wealth, LLC

22.00K

Mar 31, 24

+81

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

21.55K

Mar 31, 24

+3.26K

0.00%

Benedetti & Gucer, Inc.

15.13K

Mar 31, 24

+452

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

6.90K

Mar 31, 24

+6.90K

0.00%

Grey Street Capital, LLC

5.79K

Mar 31, 24

+5.79K

0.00%

InterOcean Capital Group, LLC

4.07K

Mar 31, 24

+976

0.00%

Bromfield Sneider Wealth Advisors

3.74K

Mar 31, 24

0.00%

Strategic Wealth Partners Group LLC

3.67K

Mar 31, 24

-50

0.00%

EUDAIMONIA ADVISORS LLC

3.48K

Mar 31, 24

+220

0.00%

Eudaimonia Partners, LLC

3.11K

Mar 31, 24

+45

0.00%

Ziegler Capital Management, LLC

3.08K

Mar 31, 24

+228

0.00%

Crestone Asset Management LLC

2.15K

Mar 31, 24

+849

0.00%

Cutler Group LLC / CA

1.50K

Mar 31, 24

+1.20K

0.00%

Derbend Asset Management

1.24K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

291

Mar 31, 24

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Simplicity Solutions, LLC

53.04K

Dec 31, 23

-2.94K

0.01%

Bartlett & Co. LLC

46.36K

Dec 31, 23

-475

0.01%

Resource Planning Group

34.87K

Dec 31, 23

-158

0.01%

Asset Management Resources, LLC

21.66K

Dec 31, 23

-3.69K

0.00%

LWS Wealth Advisors, Inc.

18.92K

Dec 31, 23

+59

0.00%

Landmark Financial Advisors, LLC

12.44K

Dec 31, 23

-163

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

11.81K

Dec 31, 23

+11.81K

0.00%

WEALTHSOURCE PARTNERS, LLC

11.25K

Dec 31, 23

-805

0.00%

StrategIQ Financial Group, LLC

9.00K

Dec 31, 23

+41

0.00%

WADE G W & INC

6.35K

Dec 31, 23

+990

0.00%

Regal Wealth Group, Inc.

5.81K

Dec 31, 23

0.00%

Traverso Chambers Private Wealth Management, LLC

5.35K

Dec 31, 23

0.00%

DFPG INVESTMENTS, LLC

3.85K

Dec 31, 23

-112

0.00%

Baystate Wealth Management LLC

3.57K

Dec 31, 23

-808

0.00%

Cannell & Co.

2.10K

Dec 31, 23

+408

0.00%

DB Wealth Management Group, LLC

1.77K

Dec 31, 23

+860

0.00%

Day & Ennis, LLC

1.53K

Dec 31, 23

+126

0.00%

RESOURCE CONSULTING GROUP INC

1.52K

Dec 31, 23

0.00%

Bridgeworth, LLC

1.41K

Dec 31, 23

-39

0.00%

NinePointTwo Capital LLC

114

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

-400

0.00%

PATHSTONE FAMILY OFFICE, LLC

389.14K

Sep 30, 23

+35.66K

0.06%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

333.09K

Sep 30, 23

-63.47K

0.05%

Column Capital Advisors, LLC

284.62K

Sep 30, 23

-6.41K

0.04%

MADISON WEALTH MANAGEMENT

36.07K

Sep 30, 23

+354

0.01%

WealthOne, LLC

29.52K

Sep 30, 23

-543

0.00%

COMERICA SECURITIES,INC.

29.42K

Sep 30, 23

+10.40K

0.00%

Trellis Advisors, LLC

25.10K

Sep 30, 23

+1.05K

0.00%

COLONY GROUP LLC

23.19K

Sep 30, 23

-806

0.00%

Windsor Group LTD

17.58K

Sep 30, 23

+2.10K

0.00%

ADVISOR PARTNERS II, LLC

15.98K

Sep 30, 23

+9.44K

0.00%

BASSETT HARGROVE INVESTMENT COUNSEL, LLC

7.79K

Sep 30, 23

-1.15K

0.00%

ROPES WEALTH ADVISORS LLC

7.61K

Sep 30, 23

-3.79K

0.00%

TIEDEMANN ADVISORS, LLC

7.02K

Sep 30, 23

+1.95K

0.00%

Sutton Wealth Advisors Inc.

5.91K

Sep 30, 23

+26

0.00%

Truadvice, LLC

2.72K

Sep 30, 23

-119

0.00%

BEDEL FINANCIAL CONSULTING INC

2.17K

Sep 30, 23

+2.17K

0.00%

ROTHSCHILD INVESTMENT CORP /IL

1.86K

Sep 30, 23

+105

0.00%

TRIAD FINANCIAL ADVISORS, INC.

1.64K

Sep 30, 23

-35

0.00%

Polaris Wealth Advisory Group, LLC

1.58K

Sep 30, 23

-317

0.00%

Coury Firm Asset Management LLC

1.20K

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

249

Sep 30, 23

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-1.22K

Virginia National Bank

Sep 30, 23

-1.27K

V Wealth Advisors LLC

Sep 30, 23

-2.72K

TIAA, FSB

805.46K

Jun 30, 23

-12.26K

0.13%

First Command Bank

159.82K

Jun 30, 23

+5.16K

0.03%

First Command Financial Services, Inc.

159.82K

Jun 30, 23

+5.16K

0.03%

AJ WEALTH STRATEGIES, LLC

77.21K

Jun 30, 23

-137

0.01%

Veritable, L.P.

63.78K

Jun 30, 23

+4.53K

0.01%

HERON FINANCIAL GROUP, LLC

33.70K

Jun 30, 23

-1.48K

0.01%

Ten Capital Wealth Advisors, LLC

30.88K

Jun 30, 23

+1.22K

0.00%

Kistler-Tiffany Companies, LLC

21.55K

Jun 30, 23

-58

0.00%

NEIRG Wealth Management, LLC

15.78K

Jun 30, 23

+4.24K

0.00%

BDO Wealth Advisors, LLC

13.09K

Jun 30, 23

-378

0.00%

PFS INVESTMENTS INC.

3.58K

Jun 30, 23

-450

0.00%

Carlsbad Wealth Advisory Group, Inc.

3.28K

Jun 30, 23

+3.28K

0.00%

Financial Architects, Inc

1.81K

Jun 30, 23

-50

0.00%

Relaxing Retirement Coach

1.62K

Jun 30, 23

0.00%

Vident Investment Advisory, LLC

1.36K

Jun 30, 23

0.00%

TimeScale Financial, Inc.

867

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

684

Jun 30, 23

+20

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-183

0.00%

MCMILLION CAPITAL MANAGEMENT INC

Jun 30, 23

+63

0.00%

First Capital Advisors Group, LLC.

Jun 30, 23

0.00%

Fullen Financial Group

74.50K

Mar 31, 23

+10.57K

0.01%

Baldrige Asset Management LLC

42.43K

Mar 31, 23

+355

0.01%

LeJeune Puetz Investment Counsel LLC

7.60K

Mar 31, 23

+550

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

7.54K

Mar 31, 23

+39

0.00%

Southern Wealth Management, LLP

6.75K

Mar 31, 23

+1.64K

0.00%

Parsec Financial Management, Inc.

3.26K

Mar 31, 23

0.00%

True Capital Management

2.16K

Mar 31, 23

+308

0.00%

HighTower Trust Company, N.A.

1.96K

Mar 31, 23

0.00%

Clear Perspectives Financial Planning, LLC

1.28K

Mar 31, 23

+43

0.00%

HNP Capital LLC

Mar 31, 23

-1.74K

Avalon Investment & Advisory

Mar 31, 23

-6.68K

Zebra Capital Management LLC

Mar 31, 23

-12.13K

TRUSTCORE FINANCIAL SERVICES, LLC

195.72K

Dec 31, 22

-8.84K

0.03%

Autus Asset Management, LLC

172.39K

Dec 31, 22

-3.79K

0.03%

Laurel Wealth Advisors, Inc.

37.80K

Dec 31, 22

+6.64K

0.01%

Personal Capital Advisors Corp

35.32K

Dec 31, 22

+319

0.01%

Sargent Bickham Lagudis LLC

33.95K

Dec 31, 22

-1.28K

0.01%

Burleson & Company, LLC

24.21K

Dec 31, 22

-47

0.00%

Jenkins Wealth

22.44K

Dec 31, 22

+22.44K

0.00%

Tillar-Wenstrup Advisors, LLC

20.29K

Dec 31, 22

-519

0.00%

Momentum Advisors, LLC

19.93K

Dec 31, 22

-9

0.00%

Sanford Advisory Services, LLC

10.68K

Dec 31, 22

+10.68K

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

7.32K

Dec 31, 22

+549

0.00%

GAMBLE JONES INVESTMENT COUNSEL

6.36K

Dec 31, 22

0.00%

Equius Partners, Inc.

4.32K

Dec 31, 22

+4.32K

0.00%

Rex Capital Advisors, LLC

4.25K

Dec 31, 22

0.00%

GOFEN & GLOSSBERG LLC /IL/

3.44K

Dec 31, 22

0.00%

BOENNING & SCATTERGOOD, INC.

2.60K

Dec 31, 22

-4.87K

0.00%

SBK Financial, Inc.

2.53K

Dec 31, 22

-610

0.00%

Align Wealth Management, LLC

992

Dec 31, 22

+992

0.00%

St. James Investment Advisors, LLC

642

Dec 31, 22

+116

0.00%

Capital Directions Investment Advisors, LLC

343

Dec 31, 22

+343

0.00%

Red Cedar Capital, LLC

130

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

112

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-162

MUFG Americas Holdings Corp

402.97K

Sep 30, 22

-48.75K

0.06%

Doyle Wealth Management

92.87K

Sep 30, 22

+1.76K

0.01%

SP Asset Management

92.82K

Sep 30, 22

+6.77K

0.01%

Maryland Capital Management

81.83K

Sep 30, 22

-132

0.01%

55I, LLC

55.76K

Sep 30, 22

+16.65K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

49.30K

Sep 30, 22

+1.98K

0.01%

DOWLING & YAHNKE LLC

36.48K

Sep 30, 22

-634

0.01%

American Portfolios Advisors

25.68K

Sep 30, 22

+2.67K

0.00%

Radnor Financial Advisors, LLC

22.90K

Sep 30, 22

+1.69K

0.00%

Highland Private Wealth Management

20.67K

Sep 30, 22

+2.77K

0.00%

EATON VANCE MANAGEMENT

15.95K

Sep 30, 22

-1.96K

0.00%

Round Table Services, LLC

15.82K

Sep 30, 22

+6.42K

0.00%

HM Capital Management, LLC

13.21K

Sep 30, 22

-102

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

13.06K

Sep 30, 22

-1.90K

0.00%

CPWM, LLC

11.07K

Sep 30, 22

-1.02K

0.00%

INVERNESS COUNSEL LLC /NY/

9.59K

Sep 30, 22

+71

0.00%

ROOSEVELT INVESTMENT GROUP LLC

9.39K

Sep 30, 22

+188

0.00%

BLUESTEIN R H & CO LLC

8.82K

Sep 30, 22

-81

0.00%

Hightower 6M Holding, LLC

8.67K

Sep 30, 22

-301

0.00%

Brightworth

6.82K

Sep 30, 22

+2.19K

0.00%

ACG Wealth

6.67K

Sep 30, 22

-300

0.00%

Covington Capital Management

4.93K

Sep 30, 22

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

4.06K

Sep 30, 22

-5

0.00%

Ashfield Capital Partners, LLC

3.69K

Sep 30, 22

0.00%

REGENTATLANTIC CAPITAL LLC

3.31K

Sep 30, 22

-1.01K

0.00%

BALASA DINVERNO & FOLTZ LLC

1.57K

Sep 30, 22

0.00%

RGT Wealth Advisors, LLC

899

Sep 30, 22

-105

0.00%

Strategic Asset Management, LLC

832

Sep 30, 22

0.00%

FourThought Financial, LLC

344

Sep 30, 22

-15

0.00%

MILESTONE WEALTH, LLC

290

Sep 30, 22

-3

0.00%

Surevest, LLC

275

Sep 30, 22

0.00%

Brown Advisory Securities, LLC

Sep 30, 22

-2.19K

Frontier Wealth Management LLC

145.60K

Jun 30, 22

+145.60K

0.02%

Emerson Wealth, LLC

109.25K

Jun 30, 22

+1.21K

0.02%

Altium Wealth Management LLC

94.75K

Jun 30, 22

+25.52K

0.01%

B. Riley Wealth Management, Inc.

30.53K

Jun 30, 22

+4.01K

0.00%

Reynolds Investment Management, Inc.

26.96K

Jun 30, 22

-373

0.00%

KerberRose Wealth Management, LLC

16.31K

Jun 30, 22

+16.31K

0.00%

Fieldpoint Private Securities, LLC

14.45K

Jun 30, 22

+14

0.00%

ADVISOR PARTNERS LLC

6.54K

Jun 30, 22

0.00%

Private Capital Group, LLC

5.47K

Jun 30, 22

-16.03K

0.00%

Intersect Capital LLC

2.98K

Jun 30, 22

-500

0.00%

MURPHY CAPITAL MANAGEMENT INC

2.34K

Jun 30, 22

+2.34K

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

1.48K

Jun 30, 22

-64

0.00%

HYA Advisors, Inc

1.40K

Jun 30, 22

+395

0.00%

Minot Wealth Management LLC

1.20K

Jun 30, 22

-2

0.00%

BREWIN DOLPHIN LTD

345

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

323

Jun 30, 22

+77

0.00%

Lake Point Wealth Management

Jun 30, 22

0.00%

Crossvault Capital Management LLC

Jun 30, 22

-968

DIXON HUBARD FEINOUR & BROWN INC/VA

Jun 30, 22

-995

BAR HARBOR TRUST SERVICES

Jun 30, 22

-1.17K

Barrett Asset Management, LLC

118.82K

Mar 31, 22

-826

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

114.29K

Mar 31, 22

-23.72K

0.02%

People's United Financial, Inc.

20.33K

Mar 31, 22

-25.92K

0.00%

ELM ADVISORS, LLC

15.41K

Mar 31, 22

-17.23K

0.00%

SVB Investment Services Inc.

10.22K

Mar 31, 22

+3.58K

0.00%

Nauset Wealth Management. LLC

8.31K

Mar 31, 22

+1.62K

0.00%

Azimuth Capital Management LLC

7.93K

Mar 31, 22

0.00%

Ferris Capital, LLC

5.49K

Mar 31, 22

0.00%

Permit Capital Advisors, LLC

3.88K

Mar 31, 22

+3.88K

0.00%

Meristem Family Wealth, LLC

2.55K

Mar 31, 22

-405

0.00%

Personal Wealth Partners

2.15K

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

644

Mar 31, 22

-58

0.00%

Freedman Financial Associates, Inc.

607

Mar 31, 22

+70

0.00%

KINGS POINT CAPITAL MANAGEMENT

268

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-1.90K

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

Mar 31, 22

-1.06K

VIRIDIAN RIA, LLC

Mar 31, 22

-20.76K

MD Financial Management Inc.

436.07K

Dec 31, 21

-227.10K

0.07%

Emery Howard Portfolio Management, Inc.

148.84K

Dec 31, 21

+29.78K

0.02%

Paradigm Financial Advisors, LLC

46.91K

Dec 31, 21

+1.66K

0.01%

HawsGoodwin Investment Management LLC

34.60K

Dec 31, 21

+2.05K

0.01%

NEXT Financial Group, Inc

17.26K

Dec 31, 21

-6.50K

0.00%

Clear Perspective Advisors, LLC

15.47K

Dec 31, 21

-10.08K

0.00%

Crescent Capital Consulting, LLC

9.46K

Dec 31, 21

+922

0.00%

Johanson Financial Advisors, Inc.

5.65K

Dec 31, 21

-182

0.00%

Asset Planning Services, Ltd.

5.38K

Dec 31, 21

-1.43K

0.00%

Mosaic Family Wealth, LLC

5.37K

Dec 31, 21

-159

0.00%

Resource Management, LLC

4.50K

Dec 31, 21

+71

0.00%

Biltmore Capital Advisors LLC

3.78K

Dec 31, 21

+1.27K

0.00%

Carroll Financial Associates, Inc.

3.71K

Dec 31, 21

-5.47K

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

3.05K

Dec 31, 21

+41

0.00%

Investors Financial Group, LLC

2.74K

Dec 31, 21

+135

0.00%

REILLY FINANCIAL ADVISORS, LLC

2.17K

Dec 31, 21

-19

0.00%

FIRST MIDWEST BANK TRUST DIVISION

2.09K

Dec 31, 21

0.00%

Homrich & Berg

54.27K

Sep 30, 21

+4.90K

0.01%

Alexandria Capital, LLC

38.60K

Sep 30, 21

-552

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

33.64K

Sep 30, 21

+208

0.01%

HATTON CONSULTING, INC.

31.90K

Sep 30, 21

+4.48K

0.01%

Ameritas Investment Company, LLC

31.77K

Sep 30, 21

+10.15K

0.00%

Hochman Cole Investment Advisors, Inc.

23.88K

Sep 30, 21

-2.11K

0.00%

MANAGED ACCOUNT SERVICES INC

17.15K

Sep 30, 21

-2.35K

0.00%

C-J Advisory, Inc.

15.41K

Sep 30, 21

+217

0.00%

Covenant Multifamily Offices, LLC

6.46K

Sep 30, 21

+986

0.00%

Rinet Co LLC

3.88K

Sep 30, 21

0.00%

NorthCoast Asset Management LLC

3.44K

Sep 30, 21

+122

0.00%

Newport Wealth Strategies, Inc.

3.32K

Sep 30, 21

-90

0.00%

LEVEL FOUR FINANCIAL, LLC

3.03K

Sep 30, 21

+675

0.00%

QCI ASSET MANAGEMENT INC/NY

2.65K

Sep 30, 21

-78

0.00%

Berman Capital Advisors, LLC

1.53K

Sep 30, 21

0.00%

BBVA USA

1.46K

Sep 30, 21

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

1.04K

Sep 30, 21

-155

0.00%

Sonora Investment Management, LLC

280

Sep 30, 21

+147

0.00%

SECURITY NATIONAL TRUST CO

150

Sep 30, 21

0.00%

Landsberg, Bennett, & Dubbaneh LLC

Sep 30, 21

-5.92K

BADGLEY PHELPS & BELL INC

362.93K

Jun 30, 21

+9.20K

0.06%

QS Investors, LLC

299.61K

Jun 30, 21

-21.02K

0.05%

Nachman Norwood & Parrott, Inc

175.29K

Jun 30, 21

+3.83K

0.03%

BEL AIR INVESTMENT ADVISORS LLC

40.94K

Jun 30, 21

-816

0.01%

AdvicePeriod, LLC

26.19K

Jun 30, 21

+374

0.00%

Hoover Financial Advisors, Inc.

17.58K

Jun 30, 21

+41

0.00%

Novak Financial Planning, LLC

13.44K

Jun 30, 21

+1.25K

0.00%

Coe Capital Management, LLC

2.04K

Jun 30, 21

+10

0.00%

20/20 Capital Management, Inc.

1.61K

Jun 30, 21

+75

0.00%

USCA RIA LLC

1.50K

Jun 30, 21

-750

0.00%

FormulaFolio Investments, LLC

1.01K

Jun 30, 21

+111

0.00%

Silversage Advisors

888

Jun 30, 21

+888

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

609

Jun 30, 21

-35

0.00%

PNC Managed Account Solutions, Inc.

437

Jun 30, 21

+437

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

480.81K

Mar 31, 21

-20.59K

0.08%

TCF National Bank

46.81K

Mar 31, 21

-739

0.01%

Paracle Advisors, LLC

36.19K

Mar 31, 21

-268

0.01%

Stewardship Financial Advisors, LLC

12.80K

Mar 31, 21

+220

0.00%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

4.43K

Mar 31, 21

+32

0.00%

WealthStone, Inc.

4.28K

Mar 31, 21

-1

0.00%

BBVA USA Bancshares, Inc.

1.93K

Mar 31, 21

-66

0.00%

CAMDEN NATIONAL CORP

1.74K

Mar 31, 21

+1.74K

0.00%

Pinnacle Advisory Group, Inc.

1.21K

Mar 31, 21

+1.21K

0.00%

Lighthouse Financial Advisors, Inc.

973

Mar 31, 21

-116

0.00%

Rikoon Group, LLC

965

Mar 31, 21

-707

0.00%

OLD MISSION CAPITAL, LLC

46.38K

Dec 31, 20

+46.38K

0.01%

BERRY GROUP, LLC

31.26K

Dec 31, 20

+299

0.00%

NewFocus Financial Group, LLC

28.19K

Dec 31, 20

-936

0.00%

LUCAS CAPITAL MANAGEMENT

11.21K

Dec 31, 20

+90

0.00%

SVA Wealth Management, LLC

9.98K

Dec 31, 20

+20

0.00%

Paul John Balson

5.63K

Dec 31, 20

+3.26K

0.00%

Winslow, Evans & Crocker, Inc.

4.67K

Dec 31, 20

+3.21K

0.00%

Reby Advisors, LLC

335

Dec 31, 20

+335

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

253

Dec 31, 20

0.00%

Cornerstone Advisors, Inc.

243.70K

Sep 30, 20

+1.24K

0.04%

Wealthspire Advisors, L.P.

228.67K

Sep 30, 20

+77.71K

0.04%

Water Oak Advisors LLC

168.19K

Sep 30, 20

+44.02K

0.03%

Price Wealth, LLC

92.21K

Sep 30, 20

0.01%

First Allied Advisory Services, Inc.

20.96K

Sep 30, 20

-921

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

8.18K

Sep 30, 20

+14

0.00%

Watson Rebecca

6.64K

Sep 30, 20

+6.52K

0.00%

LifePlan Financial Group, Inc

2.74K

Sep 30, 20

+245

0.00%

NORTHSTAR WEALTH PARTNERS LLC

2.30K

Sep 30, 20

-107

0.00%

Stearns Financial Services Group

1.15K

Sep 30, 20

+231

0.00%

Independence Advisors, LLC

513

Sep 30, 20

0.00%

FCG ADVISORS, LLC

Sep 30, 20

-1.56K

Global Financial Private Capital, Inc

59.10K

Jun 30, 20

+5.29K

0.01%

Starfire Investment Advisers, Inc.

15.19K

Jun 30, 20

+5.36K

0.00%

TRUEWEALTH LLC

12.04K

Jun 30, 20

-408

0.00%

TRADITION ASSET MANAGEMENT LLC

4.43K

Jun 30, 20

+795

0.00%

FRONTIER INVESTMENT MGMT CO

4.17K

Jun 30, 20

+1.56K

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

3.45K

Jun 30, 20

0.00%

BRINKER CAPITAL INC

2.20K

Jun 30, 20

-414

0.00%

IBERIABANK CORP

1.77K

Jun 30, 20

-2.93K

0.00%

Maxim Capital Management LLC

1.63K

Jun 30, 20

+1.63K

0.00%

STRALEM & CO INC

1.13K

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

+21

0.00%

BOYS ARNOLD & CO INC

9.48K

Mar 31, 20

+1.80K

0.00%

Fiduciary Trust Co International of Pennsylvania

5.66K

Mar 31, 20

+5.66K

0.00%

Jolley Asset Management, LLC

2.02K

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

704

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

327.58K

Dec 31, 19

+31.97K

0.05%

Advisor Group, Inc.

293.27K

Dec 31, 19

+8.07K

0.05%

CIBC BANK USA

71.47K

Dec 31, 19

+2.83K

0.01%

Quadrant Capital Management, LLC

6.68K

Dec 31, 19

0.00%

Beacon Pointe Wealth Advisors, LLC

1.28K

Dec 31, 19

+1.28K

0.00%

CXI Advisors

269

Dec 31, 19

+269

0.00%

Whitnell & Co.

225

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

235.52K

Sep 30, 19

+8.27K

0.04%

SUNTRUST BANKS INC

111.41K

Sep 30, 19

+3.71K

0.02%

Meadow Creek Investment Management LLC

68.34K

Sep 30, 19

+7.11K

0.01%

Elkfork Partners LLC

56.28K

Sep 30, 19

+5.85K

0.01%

Glen Harbor Capital Management LLC

44.22K

Sep 30, 19

+4.60K

0.01%

RIVERHEAD CAPITAL MANAGEMENT LLC

35.59K

Sep 30, 19

+3.69K

0.01%

Neuburgh Advisers LLC

32.16K

Sep 30, 19

+3.34K

0.01%

MADRONA FUNDS, LLC

31.19K

Sep 30, 19

+31.19K

0.00%

Wealth & Pension Services Group, Inc.

4.13K

Sep 30, 19

-199

0.00%

BOSTON ADVISORS LLC

1.77K

Sep 30, 19

+324

0.00%

Highwater Wealth Management, LLC

1.40K

Sep 30, 19

-463

0.00%

MRA Associates USA LLC

120

Sep 30, 19

+120

0.00%

American Financial Network Advisory Services LLC

Sep 30, 19

-2.81K

Glacier Peak Capital LLC

Sep 30, 19

-1.43K

PERSONAL FINANCIAL CONSULTANTS INC /ADV

51.47K

Jun 30, 19

-4

0.01%

CHEMICAL BANK

40.63K

Jun 30, 19

-1.09K

0.01%

LODESTAR INVESTMENT COUNSEL LLC/IL

38.92K

Jun 30, 19

+1.09K

0.01%

WILLIAMS JONES & ASSOCIATES LLC

12.51K

Jun 30, 19

-692

0.00%

INR ADVISORY SERVICES LLC

298.99K

Mar 31, 19

+7.64K

0.05%

HL FINANCIAL SERVICES LLC

138.77K

Mar 31, 19

-6.46K

0.02%

AVIANCE CAPITAL MANAGEMENT, LLC

9.22K

Mar 31, 19

-524

0.00%

Steinberg Global Asset Management

6.42K

Mar 31, 19

-454

0.00%

RELIANCE TRUST CO OF DELAWARE

5.75K

Mar 31, 19

-335

0.00%

BKS ADVISORS, LLC

4.31K

Mar 31, 19

-160

0.00%

TRADITION CAPITAL MANAGEMENT LLC

1.95K

Mar 31, 19

+1.95K

0.00%

Sound View Wealth Advisors, LLC

1.33K

Mar 31, 19

+1.33K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

990

Mar 31, 19

-30

0.00%

NEXT Financial Holdings

760

Mar 31, 19

+760

0.00%

WealthTrust Fairport, LLC

351

Mar 31, 19

0.00%

Live Your Vision, LLC

Mar 31, 19

0.00%

Weatherstone Capital Management

Mar 31, 19

-1.58K

COMERICA SECURITIES INC

43.73K

Dec 31, 18

-3.88K

0.01%

Peachtree Investment Advisors, Inc.

43.43K

Dec 31, 18

-10.86K

0.01%

MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

24.00K

Dec 31, 18

-70

0.00%

Signature Financial Management, Inc.

2.32K

Dec 31, 18

+20

0.00%

Horizon Kinetics LLC

1.58K

Dec 31, 18

-1.47K

0.00%

Clarfeld Financial Advisors, LLC

1.43K

Dec 31, 18

+1.43K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

540

Dec 31, 18

+540

0.00%

Watermark Asset Management, Inc.

476

Dec 31, 18

-62

0.00%

Palo Capital, Inc.

Dec 31, 18

-2.66K

Visionary Asset Management, Inc.

Dec 31, 18

-3.23K

WEALTHFRONT Corp

694.56K

Sep 30, 18

-9.37K

0.11%

RAND WEALTH, LLC

59.06K

Sep 30, 18

-6

0.01%

HAYS ADVISORY LLC

19.34K

Sep 30, 18

+19.34K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

7.04K

Sep 30, 18

+4.25K

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

6.96K

Sep 30, 18

+1.99K

0.00%

Ken Stern & Associates, Inc.

Sep 30, 18

-18.10K

Edge Advisors, LLC

22.67K

Jun 30, 18

+4.32K

0.00%

Simply Money Advisors

136.43K

Mar 31, 18

-9.95K

0.02%

Hefty Wealth Partners

9.61K

Mar 31, 18

-1.04K

0.00%

Oak Point Wealth Management

4.48K

Mar 31, 18

-214

0.00%

DENVER INVESTMENT ADVISORS LLC

2.65K

Mar 31, 18

-76

0.00%

FinTrust Investment Advisory Services, LLC

2.07K

Mar 31, 18

0.00%

ACORNS SECURITIES, LLC

625.80K

Dec 31, 17

+625.80K

0.10%

IFC Holdings Incorporated/FL

154.91K

Dec 31, 17

-6.27K

0.02%

SII INVESTMENTS INC/WI

93.31K

Dec 31, 17

-117.16K

0.01%

TRAIN BABCOCK ADVISORS LLC

12.92K

Dec 31, 17

+12.92K

0.00%

GFS Private Wealth, LLC

7.74K

Dec 31, 17

+7.74K

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

1.41K

Dec 31, 17

0.00%

BB&T INVESTMENT SERVICES, INC.

1.08K

Dec 31, 17

+479

0.00%

WealthShield, LLC

1.04K

Dec 31, 17

+1.04K

0.00%

Portfolio Strategies Inc

199

Dec 31, 17

-96

0.00%

NATIONAL PLANNING CORP

112

Dec 31, 17

-45.11K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-123.25K

BANCORPSOUTH INC

27.94K

Sep 30, 17

+482

0.00%

RAY GERALD L & ASSOCIATES LTD

19.82K

Sep 30, 17

+2.70K

0.00%

Jacobus Wealth Management, Inc.

14.75K

Sep 30, 17

0.00%

UNITED BANK, INC.

2.65K

Sep 30, 17

0.00%

APPROPRIATE BALANCE FINANCIAL SERVICES INC.

231

Sep 30, 17

-25

0.00%

Concert Wealth Management Inc.

Sep 30, 17

-1.83K

Commonwealth Equity Services, Inc

519.64K

Jun 30, 17

-15.86K

0.08%

Geneva Advisors, LLC

137.06K

Jun 30, 17

+299

0.02%

iAB Financial Bank

37.10K

Jun 30, 17

+1.59K

0.01%

ROBSHAW & JULIAN ASSOCIATES INC

20.98K

Jun 30, 17

+1.24K

0.00%

Virtu KCG Holdings LLC

18.09K

Jun 30, 17

+16.11K

0.00%

WFG Advisors, LP

11.66K

Jun 30, 17

+4.63K

0.00%

1st Global Advisors, Inc.

6.28K

Jun 30, 17

0.00%

TIAA CREF TRUST CO FSB/MO

1.27M

Mar 31, 17

-11.55K

0.20%

Integrated Wealth Management

17.86K

Mar 31, 17

+2.99K

0.00%

JANUS HENDERSON INVESTORS US LLC

17.41K

Mar 31, 17

+17.41K

0.00%

CT Financial Advisors LLC

16.46K

Mar 31, 17

-54

0.00%

FIRST FINANCIAL EQUITY CORPORATION

8.33K

Mar 31, 17

+8.33K

0.00%

Efficient Market Advisors, LLC

3.23K

Mar 31, 17

-330

0.00%

Lebenthal Asset Management, LLC

2.59K

Mar 31, 17

+155

0.00%

MSI Financial Services Inc

79.22K

Dec 31, 16

-16.43K

0.01%

Trutina Financial LLC

2.54K

Dec 31, 16

0.00%

HIGH POINT BANK & TRUST CO

100

Dec 31, 16

0.00%

Stanford Investment Group, Inc.

Dec 31, 16

0.00%

BlackRock Investment Management, LLC

Dec 31, 16

-397

WESTPORT RESOURCES MANAGEMENT INC

110

Sep 30, 16

-470

0.00%

SOCIETE GENERALE

27.64K

Jun 30, 16

+27.64K

0.00%

Investors Capital Advisory Services

16.02K

Jun 30, 16

-1.44K

0.00%

FIRSTMERIT BANK N A TRUSTEE

8.88K

Jun 30, 16

+10

0.00%

VSR Financial Services, Inc.

3.53K

Jun 30, 16

-73.48K

0.00%

Lebenthal Holdings,LLC

2.45K

Jun 30, 16

+2.45K

0.00%

Gupta Wealth Management LLC

4.46K

Mar 31, 16

-31

0.00%

Alerus Investment Advisors Corp

3.01K

Mar 31, 16

+153

0.00%

EMERSON INVESTMENT MANAGEMENT, LLC

2.37K

Mar 31, 16

0.00%

Carnick & Kubik, LLC

574

Mar 31, 16

+574

0.00%

SIMMONS FIRST TRUST CO NA

32.45K

Dec 31, 15

+684

0.01%

Kovitz Investment Group, LLC

3.27K

Dec 31, 15

+167

0.00%

SMITH HAYES Advisers, Inc

1.97K

Dec 31, 15

+1.97K

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-399

CITY NATIONAL BANK

1.17M

Sep 30, 15

+40.02K

0.18%

Samson Capital Advisors LLC

73.82K

Sep 30, 15

-375

0.01%

Constellation Wealth Advisors, LLC

31.96K

Sep 30, 15

-1.07K

0.01%

FutureAdvisor, Inc.

23.87K

Sep 30, 15

+190

0.00%

J.P. Turner & Co Capital Mnagement, LLC

2.31K

Sep 30, 15

-89

0.00%

Aris Wealth Services, Inc.

112

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

203.16K

Jun 30, 15

+54.91K

0.03%

BAIRD ROBERT W & CO INC /WI/

131.91K

Mar 31, 15

+136

0.02%

First Allied Asset Management, Inc.

58.57K

Mar 31, 15

-8.26K

0.01%

BOSTON PRIVATE BANK & TRUST CO

48.40K

Mar 31, 15

-1.19K

0.01%

Relative Value Partners, LLC

4.95K

Mar 31, 15

+4.95K

0.00%

STANCORP INVESTMENT ADVISERS INC

3.42K

Mar 31, 15

-28

0.00%

SHAPIRO ROBERT N

53.59K

Dec 31, 14

+940

0.01%

Placemark Investments, Inc.

26.20K

Dec 31, 14

+6.01K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

13.31K

Dec 31, 14

-495

0.00%

UBS AG

1.75M

Sep 30, 14

-10.29K

0.28%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

461.58K

Sep 30, 14

+89.66K

0.07%

1919 Investment Counsel, LLC

44.04K

Sep 30, 14

-767

0.01%

RAYNER & HAYNOR

38.78K

Sep 30, 14

-150

0.01%

Stifel Trust Company, N.A.

3.51K

Sep 30, 14

0.00%

COMMUNITY BANK SYSTEM, INC.

1.75K

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

12.06K

Jun 30, 14

-22.86K

0.00%

Long Wharf Investors, Inc.

11.42K

Jun 30, 14

-1.16K

0.00%

Wilmington Trust, National Association

650

Jun 30, 14

+650

0.00%

Willow Street Advisors LLC

35.98K

Dec 31, 13

-125

0.01%

Jane Street Holding, LLC

2.73K

Dec 31, 13

+2.73K

0.00%

SIGNET MANAGEMENT USA, LLC

490

Dec 31, 13

+490

0.00%

STIFEL NICOLAUS & CO INC \MO\

35.97K

Sep 30, 13

+32.46K

0.01%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

3.14K

Mar 31, 13

+250

0.00%

First Allied Securities, Inc.

6.97K

Jun 30, 12

-87

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

239

Dec 31, 10

0.00%