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VBK(VBK)

VBK

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-97

BANK OF AMERICA CORP /DE/

8.44M

Mar 31, 26

-1.82M

6.64%

MORGAN STANLEY

1.94M

Mar 31, 26

+53.98K

1.52%

ASSETMARK, INC

1.61M

Mar 31, 26

+44.44K

1.27%

CI Private Wealth, LLC

1.03M

Mar 31, 26

+6.47K

0.81%

SEI INVESTMENTS CO

984.72K

Mar 31, 26

+15.56K

0.77%

LPL Financial LLC

898.98K

Mar 31, 26

-10.84K

0.71%

WELLS FARGO & COMPANY/MN

837.60K

Mar 31, 26

-59.55K

0.66%

EP Wealth Advisors, LLC

807.81K

Mar 31, 26

+31.48K

0.64%

UBS Group AG

769.52K

Mar 31, 26

+42.64K

0.61%

PNC FINANCIAL SERVICES GROUP, INC.

697.63K

Mar 31, 26

+3.29K

0.55%

Cohen Klingenstein LLC

661.43K

Mar 31, 26

-6.95K

0.52%

ENVESTNET ASSET MANAGEMENT INC

637.26K

Mar 31, 26

+110.97K

0.50%

JONES FINANCIAL COMPANIES LLLP

617.06K

Mar 31, 26

+101.87K

0.49%

MATHER GROUP, LLC.

603.87K

Mar 31, 26

+568

0.47%

MONETA GROUP INVESTMENT ADVISORS LLC

536.20K

Mar 31, 26

+29.35K

0.42%

CHOREO, LLC

531.77K

Mar 31, 26

+8.36K

0.42%

AMERIPRISE FINANCIAL INC

487.73K

Mar 31, 26

+73.92K

0.38%

RAYMOND JAMES FINANCIAL INC

477.17K

Mar 31, 26

-37.85K

0.38%

Cetera Investment Advisers

476.91K

Mar 31, 26

-6.30K

0.38%

Gen-Wealth Partners Inc

392.07K

Mar 31, 26

-351

0.31%

Adviser Investments LLC

368.41K

Mar 31, 26

+15.96K

0.29%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

367.12K

Mar 31, 26

+367.12K

0.29%

MML INVESTORS SERVICES, LLC

327.72K

Mar 31, 26

-44.18K

0.26%

Rockefeller Capital Management L.P.

317.70K

Mar 31, 26

-7.78K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

317.13K

Mar 31, 26

+14.31K

0.25%

Mill Creek Capital Advisors, LLC

316.58K

Mar 31, 26

+2.85K

0.25%

Sand Hill Global Advisors, LLC

314.29K

Mar 31, 26

+8.04K

0.25%

ADVISOR GROUP HOLDINGS, INC.

295.51K

Mar 31, 26

+37.86K

0.23%

ROYAL BANK OF CANADA

293.55K

Mar 31, 26

-4.10K

0.23%

HighTower Advisors, LLC

273.38K

Mar 31, 26

-64.11K

0.22%

JPMORGAN CHASE & CO

243.28K

Mar 31, 26

-5.68K

0.19%

Colony Group, LLC

223.56K

Mar 31, 26

-4.35K

0.18%

1832 Asset Management L.P.

214.06K

Mar 31, 26

+1.82K

0.17%

Mariner, LLC

212.49K

Mar 31, 26

+1.29K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

206.21K

Mar 31, 26

-6.45K

0.16%

US BANCORP \DE\

206.03K

Mar 31, 26

+25.64K

0.16%

Wealthspire Advisors, LLC

204.12K

Mar 31, 26

+632

0.16%

Howard Capital Management Inc.

183.20K

Mar 31, 26

+183.20K

0.14%

Beacon Pointe Advisors, LLC

171.76K

Mar 31, 26

+5.27K

0.14%

FIFTH THIRD BANCORP

167.25K

Mar 31, 26

+98.98K

0.13%

CONGRESS ASSET MANAGEMENT CO /MA

151.88K

Mar 31, 26

+40.07K

0.12%

STEPHENS GROUP ASSET MANAGEMENT, LLC

149.33K

Mar 31, 26

+31.47K

0.12%

STIFEL FINANCIAL CORP

148.53K

Mar 31, 26

+4.45K

0.12%

Strategies Wealth Advisors, LLC

144.54K

Mar 31, 26

-3.24K

0.11%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

142.84K

Mar 31, 26

-5.91K

0.11%

Pathstone Holdings, LLC

140.74K

Mar 31, 26

+26.92K

0.11%

Rodgers & Associates, LTD

139.71K

Mar 31, 26

+1.65K

0.11%

Summit Financial Strategies, Inc.

138.37K

Mar 31, 26

+90

0.11%

Bragg Financial Advisors, Inc

137.93K

Mar 31, 26

+2.60K

0.11%

STEPHENS INC /AR/

133.26K

Mar 31, 26

+2.63K

0.10%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

131.05K

Mar 31, 26

-2.04K

0.10%

One Day In July LLC

129.09K

Mar 31, 26

+4.60K

0.10%

Creative Planning

124.03K

Mar 31, 26

+1.83K

0.10%

MOSAIC FAMILY WEALTH PARTNERS, LLC

121.69K

Mar 31, 26

+988

0.10%

CWM, LLC

118.42K

Mar 31, 26

+3.39K

0.09%

American Financial Advisors, LLC

117.71K

Mar 31, 26

-3.23K

0.09%

Waldron Private Wealth LLC

103.18K

Mar 31, 26

-13.38K

0.08%

NewEdge Advisors, LLC

101.90K

Mar 31, 26

-7.80K

0.08%

Brickley Wealth Management

100.82K

Mar 31, 26

+50

0.08%

FMR LLC

99.43K

Mar 31, 26

+35.45K

0.08%

Aaron Wealth Advisors LLC

97.15K

Mar 31, 26

+9.67K

0.08%

Kestra Advisory Services, LLC

95.42K

Mar 31, 26

+4.72K

0.08%

Private Advisor Group, LLC

93.39K

Mar 31, 26

-42.20K

0.07%

Steward Partners Investment Advisory, LLC

88.51K

Mar 31, 26

+2.53K

0.07%

BHK Investment Advisors, LLC

87.78K

Mar 31, 26

-3.78K

0.07%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

87.31K

Mar 31, 26

-13.13K

0.07%

Vision Capital Management, Inc.

86.96K

Mar 31, 26

-5.79K

0.07%

Cresset Asset Management, LLC

86.22K

Mar 31, 26

+2.81K

0.07%

NATIXIS ADVISORS, L.P.

84.56K

Mar 31, 26

+2.93K

0.07%

Merit Financial Group, LLC

79.73K

Mar 31, 26

-2.14K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

77.54K

Mar 31, 26

-22.91K

0.06%

Cambridge Investment Research Advisors, Inc.

76.19K

Mar 31, 26

-18

0.06%

McAdam, LLC

75.48K

Mar 31, 26

-1.73K

0.06%

Whitaker-Myers Wealth Managers, LTD.

75.42K

Mar 31, 26

+3.33K

0.06%

TRUIST FINANCIAL CORP

75.04K

Mar 31, 26

-43.40K

0.06%

GOLDMAN SACHS GROUP INC

74.67K

Mar 31, 26

-893

0.06%

Quent Capital, LLC

71.44K

Mar 31, 26

+8.74K

0.06%

Atria Investments, Inc

71.41K

Mar 31, 26

+4.32K

0.06%

EXENCIAL WEALTH ADVISORS, LLC

69.02K

Mar 31, 26

-244

0.05%

Partners in Financial Planning

66.83K

Mar 31, 26

+789

0.05%

SAGE FINANCIAL GROUP INC

64.48K

Mar 31, 26

-184

0.05%

Savant Capital, LLC

63.32K

Mar 31, 26

+27.39K

0.05%

Retirement Investment Advisors, Inc.

62.61K

Mar 31, 26

+133

0.05%

Gallagher Fiduciary Advisors, LLC

60.45K

Mar 31, 26

+3.50K

0.05%

BENJAMIN EDWARDS INC

59.64K

Mar 31, 26

+6.68K

0.05%

Asset Management Group, Inc.

58.99K

Mar 31, 26

-359

0.05%

RS CRUM INC.

54.94K

Mar 31, 26

+963

0.04%

PRESILIUM PRIVATE WEALTH, LLC

54.77K

Mar 31, 26

+2.39K

0.04%

Pasadena Private Wealth, LLC

54.23K

Mar 31, 26

-2.43K

0.04%

PEAPACK GLADSTONE FINANCIAL CORP

51.63K

Mar 31, 26

-1.68K

0.04%

Praetorian Wealth Management, Inc.

51.39K

Mar 31, 26

+1.14K

0.04%

Vawter Financial, Ltd.

50.94K

Mar 31, 26

-2.04K

0.04%

Avantax Planning Partners, Inc.

50.53K

Mar 31, 26

-495

0.04%

IFP Advisors, Inc

50.30K

Mar 31, 26

+4.36K

0.04%

INSPIRION WEALTH ADVISORS, LLC

50.07K

Mar 31, 26

-12.98K

0.04%

CAPTRUST FINANCIAL ADVISORS

48.31K

Mar 31, 26

+267

0.04%

Sanctuary Advisors, LLC

47.88K

Mar 31, 26

-1.17K

0.04%

SRS Capital Advisors, Inc.

47.63K

Mar 31, 26

+3.25K

0.04%

GLENMEDE TRUST CO NA

47.03K

Mar 31, 26

+9.19K

0.04%

Focus Financial Network, Inc.

46.87K

Mar 31, 26

+1.07K

0.04%

LMCG INVESTMENTS, LLC

46.82K

Mar 31, 26

-4.20K

0.04%

CULLEN/FROST BANKERS, INC.

44.44K

Mar 31, 26

-3.48K

0.03%

Baird Financial Group, Inc.

43.19K

Mar 31, 26

+4.76K

0.03%

Cerity Partners LLC

42.65K

Mar 31, 26

+4.63K

0.03%

Modera Wealth Management, LLC

42.53K

Mar 31, 26

-8.61K

0.03%

FC Advisory LLC

42.42K

Mar 31, 26

+582

0.03%

Veery Capital, LLC

41.10K

Mar 31, 26

+1.23K

0.03%

UMB Bank, n.a.

41.00K

Mar 31, 26

-2.28K

0.03%

Garde Capital, Inc.

40.54K

Mar 31, 26

-97

0.03%

Mechanics Bank Trust Department

40.43K

Mar 31, 26

+145

0.03%

Jacobsen Capital Management

39.58K

Mar 31, 26

-730

0.03%

Farmers & Merchants Trust Co of Chambersburg PA

38.46K

Mar 31, 26

+7.96K

0.03%

Adventist Health System/ West

38.15K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

37.94K

Mar 31, 26

+209

0.03%

Atomi Financial Group, Inc.

37.89K

Mar 31, 26

+3.81K

0.03%

D.A. DAVIDSON & CO.

37.81K

Mar 31, 26

+7.36K

0.03%

Strategic Investment Advisors / MI

37.33K

Mar 31, 26

+9.50K

0.03%

Wright Fund Management, LLC

36.49K

Mar 31, 26

-16.74K

0.03%

JMAC ENTERPRISES LLC

36.22K

Mar 31, 26

+300

0.03%

Gladwyn Financial Advisors, Inc.

36.21K

Mar 31, 26

+650

0.03%

Peak Retirement Planning, Inc.

35.76K

Mar 31, 26

+19.35K

0.03%

BANK OF MONTREAL /CAN/

35.52K

Mar 31, 26

+13.28K

0.03%

Janney Montgomery Scott LLC

35.40K

Mar 31, 26

+1.20K

0.03%

FIRST AMERICAN TRUST, FSB

35.05K

Mar 31, 26

+1.25K

0.03%

Perfromance Wealth Partners, LLC

34.80K

Mar 31, 26

-442

0.03%

Robertson Stephens Wealth Management, LLC

34.09K

Mar 31, 26

+3.44K

0.03%

Schneider Downs Wealth Management Advisors, LP

33.97K

Mar 31, 26

+579

0.03%

BLAIR WILLIAM & CO/IL

32.93K

Mar 31, 26

-1.04K

0.03%

Cornerstone Wealth Advisors, Inc.

32.81K

Mar 31, 26

-3.69K

0.03%

Kingsview Wealth Management, LLC

32.60K

Mar 31, 26

+25.09K

0.03%

Marion Wealth Management

32.60K

Mar 31, 26

-2.03K

0.03%

BARTLETT & CO. WEALTH MANAGEMENT LLC

32.11K

Mar 31, 26

-1.81K

0.03%

Cornerstone Management, Inc.

31.96K

Mar 31, 26

+2.27K

0.03%

Performa Ltd (US), LLC

31.72K

Mar 31, 26

0.02%

Buckingham Strategic Partners

31.48K

Mar 31, 26

-175

0.02%

RFG Advisory, LLC

31.45K

Mar 31, 26

-158

0.02%

Capital Management Associates, Inc

31.42K

Mar 31, 26

-432

0.02%

CJM Wealth Advisers, Ltd.

30.81K

Mar 31, 26

-174

0.02%

Forbes Financial Planning, Inc.

29.91K

Mar 31, 26

+1.88K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

29.90K

Mar 31, 26

+8.00K

0.02%

Fee-Only Financial Planning, L.C.

29.84K

Mar 31, 26

-179

0.02%

ARVEST INVESTMENTS, INC.

29.54K

Mar 31, 26

-116

0.02%

OLD NATIONAL BANCORP /IN/

29.42K

Mar 31, 26

+4.43K

0.02%

Towerpoint Wealth, LLC

29.25K

Mar 31, 26

-11

0.02%

HB Wealth Management, LLC

28.89K

Mar 31, 26

+588

0.02%

Thrive Capital Management, LLC

28.54K

Mar 31, 26

+13.26K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

28.09K

Mar 31, 26

+502

0.02%

CARY STREET PARTNERS FINANCIAL LLC

28.04K

Mar 31, 26

+1.52K

0.02%

Waverly Advisors, LLC

28.02K

Mar 31, 26

-1.15K

0.02%

WP Advisors, LLC

27.81K

Mar 31, 26

-1.12K

0.02%

GHP Investment Advisors, Inc.

27.24K

Mar 31, 26

+305

0.02%

HARBOUR INVESTMENTS, INC.

26.45K

Mar 31, 26

+4.37K

0.02%

Advisory Alpha, LLC

26.33K

Mar 31, 26

+1.53K

0.02%

COMMERCE BANK

26.18K

Mar 31, 26

+6.67K

0.02%

SWAN Capital LLC

26.04K

Mar 31, 26

-4.48K

0.02%

Newbridge Financial Services Group, Inc.

25.97K

Mar 31, 26

-1.01K

0.02%

Black Diamond Financial, LLC

25.55K

Mar 31, 26

-1.13K

0.02%

Everhart Financial Group, Inc.

24.93K

Mar 31, 26

+1.89K

0.02%

ASSOCIATED BANC-CORP

24.90K

Mar 31, 26

+4.08K

0.02%

NORTHERN TRUST CORP

24.86K

Mar 31, 26

-1.06K

0.02%

Relyea Zuckerberg Hanson LLC

24.46K

Mar 31, 26

+529

0.02%

Checchi Capital Advisers, LLC

24.42K

Mar 31, 26

+20.26K

0.02%

Quantinno Capital Management LP

24.39K

Mar 31, 26

+5.25K

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

23.70K

Mar 31, 26

-296

0.02%

Texas Yale Capital Corp.

23.62K

Mar 31, 26

+800

0.02%

Ifrah Financial Services, Inc.

23.50K

Mar 31, 26

-734

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

23.08K

Mar 31, 26

+739

0.02%

BROWN ADVISORY INC

23.02K

Mar 31, 26

-4.54K

0.02%

Summit Financial, LLC

22.88K

Mar 31, 26

+2.73K

0.02%

SkyOak Wealth, LLC

22.68K

Mar 31, 26

-9

0.02%

Financial Advisors Network, Inc.

22.17K

Mar 31, 26

+867

0.02%

NFP Retirement, Inc.

21.77K

Mar 31, 26

+2.77K

0.02%

Clayton Financial Group LLC

21.52K

Mar 31, 26

+505

0.02%

ALLIANCEBERNSTEIN L.P.

21.26K

Mar 31, 26

-199

0.02%

CX Institutional

20.77K

Mar 31, 26

-14.31K

0.02%

Betterment LLC

20.26K

Mar 31, 26

+880

0.02%

Wealthfront Advisers LLC

20.13K

Mar 31, 26

+1.27K

0.02%

Institute for Wealth Management, LLC.

19.95K

Mar 31, 26

+3.36K

0.02%

ECLECTIC ASSOCIATES INC /ADV

19.78K

Mar 31, 26

+2.49K

0.02%

HIGHLAND CAPITAL MANAGEMENT, LLC

19.77K

Mar 31, 26

-11.89K

0.02%

Stratos Wealth Partners, LTD.

19.52K

Mar 31, 26

+328

0.02%

Wolff Financial Management LLC

19.29K

Mar 31, 26

-540

0.02%

MAINSAIL ASSET MANAGEMENT, LLC

19.27K

Mar 31, 26

+192

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

19.20K

Mar 31, 26

-336

0.02%

JANE STREET GROUP, LLC

19.12K

Mar 31, 26

+19.12K

0.02%

Prosperity Planning, Inc.

18.93K

Mar 31, 26

+417

0.01%

Joel Isaacson & Co., LLC

18.75K

Mar 31, 26

+133

0.01%

U.S. Capital Wealth Advisors, LLC

18.69K

Mar 31, 26

-805

0.01%

Krilogy Financial LLC

18.63K

Mar 31, 26

-509

0.01%

Leeward Financial Partners, LLC

18.57K

Mar 31, 26

-5.10K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

18.39K

Mar 31, 26

+967

0.01%

Resources Investment Advisors, LLC.

18.37K

Mar 31, 26

-453

0.01%

Ackerman Capital Advisors, LLC

18.27K

Mar 31, 26

-436

0.01%

Bank of New York Mellon Corp

17.77K

Mar 31, 26

+300

0.01%

Larson Financial Group LLC

17.66K

Mar 31, 26

-12.60K

0.01%

May Barnhard Investments LLC

17.61K

Mar 31, 26

-248

0.01%

OneAscent Financial Services LLC

17.55K

Mar 31, 26

+3.08K

0.01%

Chicago Partners Investment Group LLC

17.40K

Mar 31, 26

-365

0.01%

Advisory Services Network, LLC

17.23K

Mar 31, 26

-2.17K

0.01%

CENTRAL TRUST Co

17.10K

Mar 31, 26

-48

0.01%

Tenret Co LLC

17.04K

Mar 31, 26

+861

0.01%

Perigon Wealth Management, LLC

16.92K

Mar 31, 26

+1.14K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

16.69K

Mar 31, 26

-446

0.01%

Zeit Capital LLC

16.64K

Mar 31, 26

+110

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

16.43K

Mar 31, 26

-414.19K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

16.41K

Mar 31, 26

+5.81K

0.01%

Seek First Inc.

15.97K

Mar 31, 26

+1.60K

0.01%

Essential Planning, LLC.

15.81K

Mar 31, 26

-396

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

15.45K

Mar 31, 26

-20

0.01%

STEPHEN J. GARRY & ASSOCIATES, LLC

15.42K

Mar 31, 26

-28

0.01%

M&T BANK CORP

15.24K

Mar 31, 26

+825

0.01%

LifePlan Investment Advisors, Inc.

14.88K

Mar 31, 26

-271

0.01%

Equitable Holdings, Inc.

14.84K

Mar 31, 26

+855

0.01%

HOLDERNESS INVESTMENTS CO

14.83K

Mar 31, 26

+623

0.01%

Accel Wealth Management

14.77K

Mar 31, 26

+2.75K

0.01%

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

14.71K

Mar 31, 26

+513

0.01%

Smartleaf Asset Management LLC

14.69K

Mar 31, 26

+1.71K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

14.66K

Mar 31, 26

+1.86K

0.01%

Ameritas Advisory Services, LLC

14.57K

Mar 31, 26

-175

0.01%

B. Riley Wealth Advisors, Inc.

14.55K

Mar 31, 26

-2.36K

0.01%

Financial Engines Advisors L.L.C.

14.46K

Mar 31, 26

-504

0.01%

FIFTH THIRD SECURITIES, INC.

14.37K

Mar 31, 26

-2.40K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.32K

Mar 31, 26

-53

0.01%

BRADLEY FOSTER & SARGENT INC/CT

14.30K

Mar 31, 26

-38

0.01%

PRUDENTIAL FINANCIAL INC

14.30K

Mar 31, 26

-7.09K

0.01%

GRIMES & COMPANY, INC.

14.12K

Mar 31, 26

-1.16K

0.01%

Nabity-Jensen Investment Management Inc

14.12K

Mar 31, 26

+38

0.01%

Crestwood Advisors Group LLC

14.12K

Mar 31, 26

0.01%

CHILTON INVESTMENT CO INC.

14.01K

Mar 31, 26

+14.01K

0.01%

RTD Financial Advisors, Inc.

13.87K

Mar 31, 26

-209

0.01%

Members Trust Co

13.74K

Mar 31, 26

-2.51K

0.01%

Ally Invest Advisors Inc.

13.56K

Mar 31, 26

+88

0.01%

FIRST HORIZON CORP

13.40K

Mar 31, 26

-69

0.01%

Argent Trust Co

13.25K

Mar 31, 26

+2.31K

0.01%

Martel Wealth Advisors Inc

13.19K

Mar 31, 26

-374

0.01%

MAI Capital Management

13.17K

Mar 31, 26

+2.41K

0.01%

Argentarii, LLC

13.15K

Mar 31, 26

+11.84K

0.01%

WARNER FINANCIAL, INC

13.00K

Mar 31, 26

+165

0.01%

Valeo Financial Advisors, LLC

12.97K

Mar 31, 26

-23

0.01%

CITIGROUP INC

12.73K

Mar 31, 26

+1.26K

0.01%

Transamerica Financial Advisors, Inc.

12.53K

Mar 31, 26

-1.58K

0.01%

Probity Advisors, Inc.

12.53K

Mar 31, 26

-593

0.01%

Acropolis Investment Management, LLC

12.47K

Mar 31, 26

+110

0.01%

WESBANCO BANK INC

12.44K

Mar 31, 26

+365

0.01%

Fluent Financial, LLC

12.31K

Mar 31, 26

+118

0.01%

Verdence Capital Advisors LLC

12.29K

Mar 31, 26

-5.61K

0.01%

Stratos Wealth Advisors, LLC

12.28K

Mar 31, 26

-2.96K

0.01%

TAGStone Capital, Inc.

12.26K

Mar 31, 26

+38

0.01%

Curbstone Financial Management Corp

12.13K

Mar 31, 26

-410

0.01%

Portside Wealth Group, LLC

11.65K

Mar 31, 26

+11.65K

0.01%

Covington Investment Advisors Inc.

11.62K

Mar 31, 26

+1.16K

0.01%

Alpine Bank Wealth Management

11.61K

Mar 31, 26

0.01%

GENEVA CAPITAL MANAGEMENT LLC

11.35K

Mar 31, 26

+5.84K

0.01%

Cornerstone Wealth Management, LLC

11.29K

Mar 31, 26

-36

0.01%

Midwest Trust Co

11.13K

Mar 31, 26

+315

0.01%

Talon Private Wealth, LLC

11.11K

Mar 31, 26

+11.11K

0.01%

AIRE ADVISORS, LLC

11.10K

Mar 31, 26

+244

0.01%

Independent Advisor Alliance

11.03K

Mar 31, 26

+11.03K

0.01%

Apella Capital, LLC

10.88K

Mar 31, 26

+5.86K

0.01%

PACES FERRY WEALTH ADVISORS, LLC

10.78K

Mar 31, 26

+82

0.01%

RIVERSEDGE ADVISORS, LLC

10.70K

Mar 31, 26

-482

0.01%

Falcon Wealth Planning

10.61K

Mar 31, 26

-364

0.01%

Connecticut Wealth Management, LLC

10.61K

Mar 31, 26

-74

0.01%

AMERICAN FINANCIAL & TAX STRATEGIES INC

10.61K

Mar 31, 26

-359

0.01%

MSH Capital Advisors LLC

10.52K

Mar 31, 26

+150

0.01%

Center for Financial Planning, Inc.

10.52K

Mar 31, 26

-342

0.01%

McKinley Carter Wealth Services, Inc.

10.49K

Mar 31, 26

-36

0.01%

Aurelius Family Office LLC

10.45K

Mar 31, 26

+260

0.01%

Brookstone Capital Management

10.37K

Mar 31, 26

+1.49K

0.01%

Western Wealth Management, LLC

10.37K

Mar 31, 26

-310

0.01%

SilverOak Wealth Management LLC

10.29K

Mar 31, 26

-1.51K

0.01%

Infinity Wealth Counsel, LLC

10.13K

Mar 31, 26

+140

0.01%

Tower View Investment Management & Research LLC

9.97K

Mar 31, 26

+170

0.01%

AQR CAPITAL MANAGEMENT LLC

9.95K

Mar 31, 26

+2.88K

0.01%

KPP Advisory Services LLC

9.88K

Mar 31, 26

-41

0.01%

Visionary Wealth Advisors

9.75K

Mar 31, 26

+1.46K

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

9.67K

Mar 31, 26

+139

0.01%

Wealthcare Advisory Partners LLC

9.66K

Mar 31, 26

+1.54K

0.01%

Golden State Equity Partners

9.63K

Mar 31, 26

+4.62K

0.01%

Mount Yale Investment Advisors, LLC

9.61K

Mar 31, 26

+8.76K

0.01%

Sequoia Financial Advisors, LLC

9.61K

Mar 31, 26

-673

0.01%

Matisse Capital

9.55K

Mar 31, 26

0.01%

Vestmark Advisory Solutions, Inc.

9.48K

Mar 31, 26

+8.63K

0.01%

Cranbrook Wealth Management, LLC

9.44K

Mar 31, 26

-462

0.01%

rebel Financial LLC

9.43K

Mar 31, 26

-321

0.01%

Evergreen Wealth Solutions, LLC

9.33K

Mar 31, 26

+9.33K

0.01%

Disciplined Investments, LLC

9.32K

Mar 31, 26

+111

0.01%

FAS Wealth Partners, Inc.

9.22K

Mar 31, 26

+100

0.01%

HUNTINGTON NATIONAL BANK

9.14K

Mar 31, 26

-871

0.01%

Trust Point Inc.

9.13K

Mar 31, 26

-183

0.01%

SOA Wealth Advisors, LLC.

9.04K

Mar 31, 26

-410

0.01%

Heritage Wealth Management, Inc. /CA/

9.00K

Mar 31, 26

+789

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.95K

Mar 31, 26

+1.57K

0.01%

SUMMIT WEALTH GROUP LLC / CO

8.90K

Mar 31, 26

+1.88K

0.01%

Noble Family Wealth, LLC

8.88K

Mar 31, 26

-110

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

8.83K

Mar 31, 26

-1.13K

0.01%

Prime Capital Investment Advisors, LLC

8.82K

Mar 31, 26

-380

0.01%

Capital Advisors Wealth Management, LLC

8.81K

Mar 31, 26

-268

0.01%

Pillar Financial Advisors, LLC

8.81K

Mar 31, 26

-266

0.01%

ESG Planning

8.71K

Mar 31, 26

+8.71K

0.01%

VALLEY NATIONAL ADVISERS INC

8.71K

Mar 31, 26

-140

0.01%

Concurrent Investment Advisors, LLC

8.62K

Mar 31, 26

+260

0.01%

Milestone Asset Management Group, LLC

8.60K

Mar 31, 26

+94

0.01%

Sovran Advisors, LLC

8.60K

Mar 31, 26

+439

0.01%

Baltimore-Washington Financial Advisors, Inc.

8.59K

Mar 31, 26

+8.59K

0.01%

Cornerstone Advisory, LLC

8.52K

Mar 31, 26

-4.93K

0.01%

Sterling Financial Planning, Inc.

8.50K

Mar 31, 26

+240

0.01%

Apollon Wealth Management, LLC

8.49K

Mar 31, 26

-339

0.01%

Parkside Financial Bank & Trust

8.46K

Mar 31, 26

+17

0.01%

First Heartland Consultants, Inc.

8.46K

Mar 31, 26

-8.95K

0.01%

Gateway Wealth Partners, LLC

8.44K

Mar 31, 26

+8.44K

0.01%

Gladstone Institutional Advisory LLC

8.42K

Mar 31, 26

-606

0.01%

SHELTON WEALTH MANAGEMENT, LLC

8.42K

Mar 31, 26

-327

0.01%

Integrated Wealth Concepts LLC

8.33K

Mar 31, 26

+4.17K

0.01%

PARK NATIONAL CORP /OH/

8.31K

Mar 31, 26

+8.31K

0.01%

Mustard Seed Financial, LLC

8.31K

Mar 31, 26

+296

0.01%

Farther Finance Advisors, LLC

8.27K

Mar 31, 26

+912

0.01%

SAPIENT CAPITAL LLC

8.09K

Mar 31, 26

+103

0.01%

MISSION WEALTH MANAGEMENT, LP

8.04K

Mar 31, 26

-106

0.01%

Integrity Wealth Solutions LLC

7.94K

Mar 31, 26

+57

0.01%

Tradition Wealth Management, LLC

7.93K

Mar 31, 26

+163

0.01%

Geneos Wealth Management Inc.

7.72K

Mar 31, 26

+121

0.01%

River Wealth Advisors LLC

7.67K

Mar 31, 26

-190

0.01%

Curtis Advisory Group, LLC

7.62K

Mar 31, 26

-138

0.01%

VANGUARD ADVISERS INC

7.53K

Mar 31, 26

+7.53K

0.01%

Compass Ion Advisors, LLC

7.52K

Mar 31, 26

-257

0.01%

MONECO Advisors, LLC

7.42K

Mar 31, 26

+470

0.01%

Parallel Advisors, LLC

7.35K

Mar 31, 26

+452

0.01%

Insight Advisors, LLC/ PA

7.35K

Mar 31, 26

-19

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

7.34K

Mar 31, 26

+283

0.01%

Prospera Financial Services Inc

7.33K

Mar 31, 26

-183

0.01%

BESSEMER GROUP INC

7.31K

Mar 31, 26

-110

0.01%

Opulen Financial Group LLC

7.15K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

7.12K

Mar 31, 26

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

7.12K

Mar 31, 26

-54

0.01%

Vickerman Investment Advisors, Inc.

7.06K

Mar 31, 26

-8

0.01%

Creekside Partners

7.04K

Mar 31, 26

-275

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

6.97K

Mar 31, 26

-6

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

6.95K

Mar 31, 26

+4.85K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

6.83K

Mar 31, 26

+347

0.01%

BTC Capital Management, Inc.

6.78K

Mar 31, 26

-714

0.01%

One Charles Private Wealth Services, LLC

6.75K

Mar 31, 26

-73

0.01%

Werba Rubin Papier Wealth Management

6.71K

Mar 31, 26

+199

0.01%

Harbour Capital Advisors, LLC

6.69K

Mar 31, 26

0.01%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

6.68K

Mar 31, 26

0.01%

Simmons Bank

6.59K

Mar 31, 26

-118

0.01%

BROWN WEALTH MANAGEMENT, LLC

6.58K

Mar 31, 26

+40

0.01%

WHITTIER TRUST CO

6.56K

Mar 31, 26

-449

0.01%

Aptus Capital Advisors, LLC

6.53K

Mar 31, 26

+68

0.01%

BOKF, NA

6.51K

Mar 31, 26

+298

0.01%

Catalytic Wealth RIA, LLC

6.48K

Mar 31, 26

+274

0.01%

Apriem Advisors

6.45K

Mar 31, 26

+1.08K

0.01%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

6.44K

Mar 31, 26

+108

0.01%

Allworth Financial LP

6.43K

Mar 31, 26

+787

0.01%

InTrack Investment Management Inc

6.40K

Mar 31, 26

-1.13K

0.01%

RICHARDSON FINANCIAL SERVICES INC.

6.16K

Mar 31, 26

-196

0.00%

Quadcap Wealth Management, LLC

6.16K

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

6.12K

Mar 31, 26

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

6.09K

Mar 31, 26

-1

0.00%

Archford Capital Strategies, LLC

6.09K

Mar 31, 26

-1.69K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.09K

Mar 31, 26

+1.11K

0.00%

Winthrop Capital Management, LLC

5.99K

Mar 31, 26

+39

0.00%

Pinnacle Financial Group, LLC / IL

5.96K

Mar 31, 26

+255

0.00%

Tranquility Partners, LLC

5.95K

Mar 31, 26

+324

0.00%

Caprock Group, LLC

5.89K

Mar 31, 26

-899

0.00%

IHT Wealth Management, LLC

5.86K

Mar 31, 26

-1.04K

0.00%

Financial Connections Group, Inc.

5.74K

Mar 31, 26

+22

0.00%

Sage Mountain Advisors LLC

5.72K

Mar 31, 26

0.00%

REBALANCE, LLC

5.67K

Mar 31, 26

0.00%

SAX WEALTH ADVISORS, LLC

5.65K

Mar 31, 26

-192

0.00%

AE Wealth Management LLC

5.64K

Mar 31, 26

+100

0.00%

CAHILL FINANCIAL ADVISORS INC

5.63K

Mar 31, 26

+39

0.00%

Lido Advisors, LLC

5.63K

Mar 31, 26

+952

0.00%

Ausdal Financial Partners, Inc.

5.62K

Mar 31, 26

0.00%

IEQ CAPITAL, LLC

5.61K

Mar 31, 26

-73

0.00%

Sagace Wealth Management LLC

5.57K

Mar 31, 26

-6

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

5.53K

Mar 31, 26

-797

0.00%

Bouvel Investment Partners, LLC

5.51K

Mar 31, 26

+5.51K

0.00%

SENTINEL PENSION ADVISORS INC

5.49K

Mar 31, 26

-12

0.00%

PINNACLE ASSOCIATES LTD

5.48K

Mar 31, 26

+194

0.00%

Snowden Capital Advisors LLC

5.39K

Mar 31, 26

-476

0.00%

TCI Wealth Advisors, Inc.

5.39K

Mar 31, 26

-4

0.00%

Compton Wealth Advisory Group, LLC

5.38K

Mar 31, 26

0.00%

SIMON QUICK ADVISORS, LLC

5.37K

Mar 31, 26

-70

0.00%

Pensionmark Financial Group, LLC

5.31K

Mar 31, 26

-210

0.00%

Fiduciary Alliance LLC

5.24K

Mar 31, 26

+631

0.00%

BlackRock, Inc.

5.24K

Mar 31, 26

+672

0.00%

Meridian Financial, LLC

5.23K

Mar 31, 26

-265

0.00%

Michels Family Financial, LLC

5.22K

Mar 31, 26

+83

0.00%

Penserra Capital Management LLC

5.22K

Mar 31, 26

+5.22K

0.00%

Wedmont Private Capital

5.18K

Mar 31, 26

+259

0.00%

HALLMARK CAPITAL MANAGEMENT INC

5.13K

Mar 31, 26

-571

0.00%

Holistic Planning, LLC

5.12K

Mar 31, 26

-20

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

5.08K

Mar 31, 26

-141

0.00%

CGN Advisors LLC

5.07K

Mar 31, 26

-80

0.00%

TRITONPOINT WEALTH, LLC

4.99K

Mar 31, 26

-51

0.00%

JOHNSON INVESTMENT COUNSEL INC

4.96K

Mar 31, 26

-177

0.00%

Ironwood Financial, llc

4.95K

Mar 31, 26

+194

0.00%

DRAVO BAY LLC

4.94K

Mar 31, 26

+203

0.00%

Cascade Wealth Advisors, Inc

4.90K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

4.87K

Mar 31, 26

+545

0.00%

Fortis Capital Advisors, LLC

4.82K

Mar 31, 26

+42

0.00%

Belpointe Asset Management LLC

4.82K

Mar 31, 26

+42

0.00%

FIRST NATIONAL BANK OF OMAHA

4.82K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

4.81K

Mar 31, 26

+1.18K

0.00%

Whitegate Investment Counselors, Inc.

4.81K

Mar 31, 26

-338

0.00%

Wealth Alliance

4.79K

Mar 31, 26

-686

0.00%

AMG National Trust Bank

4.78K

Mar 31, 26

+2.14K

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

4.75K

Mar 31, 26

+39

0.00%

Canvas Wealth Advisors, LLC

4.72K

Mar 31, 26

+54

0.00%

Manchester Capital Management LLC

4.69K

Mar 31, 26

-100

0.00%

ASPIRIANT, LLC

4.68K

Mar 31, 26

0.00%

ATLANTIC FAMILY WEALTH, LLC

4.62K

Mar 31, 26

+313

0.00%

Gotham Asset Management, LLC

4.60K

Mar 31, 26

0.00%

Independent Wealth Network Inc.

4.59K

Mar 31, 26

+280

0.00%

Meridian Wealth Management, LLC

4.54K

Mar 31, 26

-104

0.00%

PARK AVENUE SECURITIES LLC

4.54K

Mar 31, 26

-294

0.00%

Friday Financial

4.51K

Mar 31, 26

+248

0.00%

JFS WEALTH ADVISORS, LLC

4.50K

Mar 31, 26

0.00%

Klingman & Associates, LLC

4.48K

Mar 31, 26

-161

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

4.48K

Mar 31, 26

0.00%

NorthStar Asset Management LLC /NJ/

4.43K

Mar 31, 26

+66

0.00%

Cooksen Wealth, LLC

4.41K

Mar 31, 26

-846

0.00%

DAVENPORT & Co LLC

4.38K

Mar 31, 26

+84

0.00%

Stanich Group LLC

4.38K

Mar 31, 26

-70

0.00%

TFB Advisors LLC

4.35K

Mar 31, 26

-3.25K

0.00%

Regal Investment Advisors LLC

4.35K

Mar 31, 26

+310

0.00%

HARTLINE INVESTMENT CORP/

4.31K

Mar 31, 26

0.00%

TCG Advisory Services, LLC

4.30K

Mar 31, 26

+3.40K

0.00%

Diversified Enterprises, LLC

4.29K

Mar 31, 26

-41

0.00%

Intergy Private Wealth, LLC

4.29K

Mar 31, 26

+62

0.00%

1834 INVESTMENT ADVISORS CO

4.21K

Mar 31, 26

+48

0.00%

BKM Wealth Management, LLC

4.21K

Mar 31, 26

+273

0.00%

Trust Co

4.20K

Mar 31, 26

+44

0.00%

LAIRD NORTON TRUST COMPANY, LLC

4.20K

Mar 31, 26

-37

0.00%

BANK OF HAWAII

4.17K

Mar 31, 26

+155

0.00%

Opus Capital Group, LLC

4.17K

Mar 31, 26

0.00%

Kure Advisory, LLC

4.14K

Mar 31, 26

+107

0.00%

CITY HOLDING CO

4.13K

Mar 31, 26

-65

0.00%

GSB Wealth Management, LLC

4.12K

Mar 31, 26

-2

0.00%

PKS Advisory Services, LLC

4.11K

Mar 31, 26

+102

0.00%

Cyndeo Wealth Partners, LLC

4.10K

Mar 31, 26

-54

0.00%

STEVENS CAPITAL PARTNERS

4.10K

Mar 31, 26

+641

0.00%

Avidian Wealth Solutions, LLC

4.10K

Mar 31, 26

+1.02K

0.00%

Truepoint, Inc.

4.06K

Mar 31, 26

-19

0.00%

LOOMIS SAYLES & CO L P

4.05K

Mar 31, 26

+4.05K

0.00%

Brand Asset Management Group, Inc.

3.96K

Mar 31, 26

+3.96K

0.00%

Retirement Planning Group

3.96K

Mar 31, 26

+130

0.00%

HRT FINANCIAL LP

3.95K

Mar 31, 26

+3.95K

0.00%

FIRST UNITED BANK & TRUST

3.94K

Mar 31, 26

+410

0.00%

Sowell Financial Services LLC

3.93K

Mar 31, 26

+199

0.00%

Mayfair Advisory Group, LLC

3.91K

Mar 31, 26

-106

0.00%

Sunburst Financial Group, LLC

3.91K

Mar 31, 26

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

3.90K

Mar 31, 26

+20

0.00%

American Trust

3.88K

Mar 31, 26

-64

0.00%

CENTAURUS FINANCIAL, INC.

3.87K

Mar 31, 26

-2

0.00%

Plante Moran Financial Advisors, LLC

3.87K

Mar 31, 26

+209

0.00%

MidAtlantic Capital Management, Inc.

3.84K

Mar 31, 26

0.00%

Diversified Trust Co

3.77K

Mar 31, 26

-288

0.00%

WILLNER & HELLER, LLC

3.77K

Mar 31, 26

-124

0.00%

Investmark Advisory Group LLC

3.76K

Mar 31, 26

-22

0.00%

Prosperity Consulting Group, LLC

3.75K

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

3.72K

Mar 31, 26

0.00%

BALYASNY ASSET MANAGEMENT L.P.

3.72K

Mar 31, 26

+3.72K

0.00%

Battery Global Advisors, LLC

3.68K

Mar 31, 26

-25.59K

0.00%

Kovack Advisors, Inc.

3.67K

Mar 31, 26

-3

0.00%

St. Louis Trust Co

3.65K

Mar 31, 26

-410

0.00%

BLB&B Advisors, LLC

3.64K

Mar 31, 26

+207

0.00%

Round Rock Advisors, LLC

3.62K

Mar 31, 26

0.00%

Royal Fund Management, LLC

3.59K

Mar 31, 26

-112

0.00%

Mutual Advisors, LLC

3.58K

Mar 31, 26

-270

0.00%

Quotient Wealth Partners, LLC

3.58K

Mar 31, 26

-6

0.00%

Ballentine Partners, LLC

3.57K

Mar 31, 26

+787

0.00%

Evergreen Wealth Management, LLC

3.56K

Mar 31, 26

0.00%

Coastal Bridge Advisors, LLC

3.55K

Mar 31, 26

+3.55K

0.00%

FULLER & THALER ASSET MANAGEMENT, INC.

3.51K

Mar 31, 26

-1.29K

0.00%

FIDUCIARY TRUST CO

3.50K

Mar 31, 26

+502

0.00%

Strategic Financial Partners, Ltd.

3.47K

Mar 31, 26

-216

0.00%

SAGESPRING WEALTH PARTNERS, LLC

3.44K

Mar 31, 26

-83

0.00%

Strategic Family Wealth Counselors, L.L.C.

3.44K

Mar 31, 26

-155

0.00%

Patriot Financial Group Insurance Agency, LLC

3.42K

Mar 31, 26

+1.94K

0.00%

Carnegie Capital Asset Management, LLC

3.42K

Mar 31, 26

-95

0.00%

Center For Asset Management LLC

3.42K

Mar 31, 26

+17

0.00%

Novak & Powell Financial Services, Inc.

3.36K

Mar 31, 26

+3.36K

0.00%

ERn Financial, LLC

3.30K

Mar 31, 26

-111

0.00%

WealthCare Investment Partners, LLC

3.30K

Mar 31, 26

-21

0.00%

Wrenne Financial Planning LLC

3.28K

Mar 31, 26

-19

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

3.27K

Mar 31, 26

-24

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.25K

Mar 31, 26

+2.48K

0.00%

NICOLET BANKSHARES INC

3.24K

Mar 31, 26

+3.24K

0.00%

Accretive Wealth Partners, LLC

3.24K

Mar 31, 26

-9

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.21K

Mar 31, 26

-8

0.00%

CoreCap Advisors, LLC

3.21K

Mar 31, 26

-26

0.00%

CreativeOne Wealth, LLC

3.20K

Mar 31, 26

+924

0.00%

4WEALTH ADVISORS, INC.

3.15K

Mar 31, 26

0.00%

Tandem Financial, LLC

3.13K

Mar 31, 26

-9.74K

0.00%

Gryphon Financial Partners LLC

3.13K

Mar 31, 26

0.00%

AlphaCore Capital LLC

3.12K

Mar 31, 26

-1.26K

0.00%

NewEdge Wealth, LLC

3.09K

Mar 31, 26

-210

0.00%

Key FInancial Inc

3.06K

Mar 31, 26

+78

0.00%

Elm3 Financial Group, LLC

3.03K

Mar 31, 26

+168

0.00%

Stonebridge Financial Planning Group, LLC

3.02K

Mar 31, 26

+57

0.00%

Glassman Wealth Services

3.02K

Mar 31, 26

0.00%

Point72 Asset Management, L.P.

2.99K

Mar 31, 26

+2.99K

0.00%

Duncan Williams Asset Management, LLC

2.99K

Mar 31, 26

-44

0.00%

Shoker Investment Counsel, Inc.

2.98K

Mar 31, 26

-73

0.00%

Dynamic Advisor Solutions LLC

2.97K

Mar 31, 26

-29

0.00%

Foundations Investment Advisors, LLC

2.97K

Mar 31, 26

-396

0.00%

True North Advisors, LLC

2.95K

Mar 31, 26

-861

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.94K

Mar 31, 26

-10

0.00%

BCS Wealth Management

2.94K

Mar 31, 26

-3.02K

0.00%

Net Worth Advisory Group

2.93K

Mar 31, 26

+196

0.00%

MARINO, STRAM & ASSOCIATES LLC

2.91K

Mar 31, 26

+478

0.00%

GEN Financial Management, INC.

2.91K

Mar 31, 26

0.00%

Revisor Wealth Management LLC

2.88K

Mar 31, 26

+184

0.00%

VisionPoint Advisory Group, LLC

2.88K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

2.88K

Mar 31, 26

0.00%

PRINCIPAL SECURITIES, INC.

2.87K

Mar 31, 26

+14

0.00%

NORTH STAR ASSET MANAGEMENT INC

2.87K

Mar 31, 26

+2.87K

0.00%

BSW Wealth Partners

2.87K

Mar 31, 26

-444

0.00%

DAHRING | CUSMANO LLC

2.86K

Mar 31, 26

+252

0.00%

Financial Alternatives, Inc

2.84K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

2.83K

Mar 31, 26

-590

0.00%

Bay Capital Advisors, LLC

2.83K

Mar 31, 26

-399

0.00%

IFG Advisors, LLC

2.82K

Mar 31, 26

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

2.81K

Mar 31, 26

-175

0.00%

Coordinated Financial Services, Inc.

2.78K

Mar 31, 26

+40

0.00%

Wisconsin Wealth Advisors, LLC

2.78K

Mar 31, 26

+47

0.00%

Y-Intercept (Hong Kong) Ltd

2.77K

Mar 31, 26

+2.77K

0.00%

UNITED BANK

2.77K

Mar 31, 26

-1.52K

0.00%

McClarren Financial Advisors, Inc.

2.75K

Mar 31, 26

-786

0.00%

StoneX Group Inc.

2.75K

Mar 31, 26

-3.67K

0.00%

Carl P. Sherr & Co., LLC

2.74K

Mar 31, 26

-30

0.00%

PFG Advisors

2.73K

Mar 31, 26

-1.44K

0.00%

XY Planning Network, Inc.

2.71K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

2.71K

Mar 31, 26

0.00%

Eagle Strategies LLC

2.69K

Mar 31, 26

-5

0.00%

LexAurum Advisors, LLC

2.69K

Mar 31, 26

+2.69K

0.00%

WealthShield Partners, LLC

2.67K

Mar 31, 26

+112

0.00%

FIDUCIENT ADVISORS LLC

2.67K

Mar 31, 26

+68

0.00%

Asset Dedication, LLC

2.66K

Mar 31, 26

0.00%

Freestone Capital Holdings, LLC

2.65K

Mar 31, 26

+103

0.00%

Keystone Financial Services, LLC

2.64K

Mar 31, 26

-18

0.00%

Glenview Trust Co

2.63K

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.63K

Mar 31, 26

-140

0.00%

STEPH & CO

2.60K

Mar 31, 26

+51

0.00%

Fingerlakes Wealth Management, Inc.

2.60K

Mar 31, 26

+85

0.00%

Compass Financial Group, INC/SD

2.60K

Mar 31, 26

-118

0.00%

FLOW TRADERS U.S. LLC

2.56K

Mar 31, 26

+1.62K

0.00%

Heartwood Wealth Advisors LLC

2.56K

Mar 31, 26

0.00%

FIRST TRUST ADVISORS LP

2.56K

Mar 31, 26

-152

0.00%

Arkadios Wealth Advisors

2.55K

Mar 31, 26

+75

0.00%

Rinkey Investments

2.55K

Mar 31, 26

+482

0.00%

Atlas Legacy Advisors, LLC

2.55K

Mar 31, 26

+184

0.00%

COZAD ASSET MANAGEMENT INC

2.51K

Mar 31, 26

0.00%

Signal Advisors Wealth, LLC

2.51K

Mar 31, 26

+1.53K

0.00%

Gilliland Jeter Wealth Management LLC

2.49K

Mar 31, 26

0.00%

Busey Wealth Management

2.48K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

2.46K

Mar 31, 26

-20

0.00%

KENNICOTT CAPITAL MANAGEMENT LLC

2.45K

Mar 31, 26

-249

0.00%

HOGE FINANCIAL SERVICES, LLC

2.45K

Mar 31, 26

-35

0.00%

Fusion Capital, LLC

2.45K

Mar 31, 26

+141

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

2.43K

Mar 31, 26

0.00%

Savvy Advisors, Inc.

2.43K

Mar 31, 26

+262

0.00%

Goodwin Investment Advisory

2.42K

Mar 31, 26

-1

0.00%

AVISO WEALTH MANAGEMENT

2.41K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

2.40K

Mar 31, 26

+76

0.00%

IPG Investment Advisors LLC

2.39K

Mar 31, 26

+1.30K

0.00%

Sightline Wealth Advisors, LLC

2.37K

Mar 31, 26

-1.26K

0.00%

Magnus Financial Group LLC

2.36K

Mar 31, 26

-59

0.00%

Perennial Investment Advisors, LLC

2.34K

Mar 31, 26

-13

0.00%

Rossby Financial, LCC

2.33K

Mar 31, 26

+2.22K

0.00%

GWN SECURITIES INC.

2.32K

Mar 31, 26

+44

0.00%

Stenger Family Office, LLC

2.30K

Mar 31, 26

+2.30K

0.00%

Solutions 4 Wealth, Ltd

2.28K

Mar 31, 26

+219

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

2.27K

Mar 31, 26

-19

0.00%

Clarity Capital Advisors, LLC

2.27K

Mar 31, 26

-133

0.00%

McNamara Financial Services, Inc.

2.26K

Mar 31, 26

-114

0.00%

Independence Asset Advisors, LLC

2.26K

Mar 31, 26

+2.26K

0.00%

Houlihan Financial Resource Group, Ltd.

2.26K

Mar 31, 26

-20

0.00%

Arrow Investment Advisors, LLC

2.26K

Mar 31, 26

0.00%

TSFG, LLC

2.25K

Mar 31, 26

0.00%

Bishop & Co Investment Management, LLC

2.24K

Mar 31, 26

-27.74K

0.00%

Capital Investment Advisory Services, LLC

2.24K

Mar 31, 26

-38

0.00%

Smithfield Trust Co

2.23K

Mar 31, 26

+140

0.00%

Orin Green Financial, LLC

2.22K

Mar 31, 26

0.00%

Goepper Burkhardt LLC

2.22K

Mar 31, 26

-364

0.00%

WORLD EQUITY GROUP, INC.

2.22K

Mar 31, 26

-133

0.00%

Glass Jacobson Investment Advisors llc

2.22K

Mar 31, 26

-41

0.00%

Integrated Capital Management, LLC

2.19K

Mar 31, 26

-26

0.00%

Bell Bank

2.18K

Mar 31, 26

+12

0.00%

HM PAYSON & CO

2.16K

Mar 31, 26

+1.35K

0.00%

O'ROURKE & COMPANY, Inc

2.16K

Mar 31, 26

-240

0.00%

CCG WEALTH MANAGEMENT, LLC

2.15K

Mar 31, 26

+11

0.00%

Richmond Investment Services, LLC

2.15K

Mar 31, 26

0.00%

Maridea Wealth Management LLC

2.13K

Mar 31, 26

-45

0.00%

Pine Valley Investments Ltd Liability Co

2.11K

Mar 31, 26

0.00%

River Street Advisors LLC

2.11K

Mar 31, 26

+2.11K

0.00%

Vise Technologies, Inc.

2.10K

Mar 31, 26

0.00%

LEE DANNER & BASS INC

2.09K

Mar 31, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.07K

Mar 31, 26

+39

0.00%

Csenge Advisory Group

2.06K

Mar 31, 26

-26

0.00%

NORTHEAST INVESTMENT MANAGEMENT

2.06K

Mar 31, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

2.05K

Mar 31, 26

-85

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

2.03K

Mar 31, 26

0.00%

PACIFIC SUN FINANCIAL CORP

2.02K

Mar 31, 26

-10

0.00%

Northwest Bancshares, Inc.

2.02K

Mar 31, 26

-173

0.00%

ANGELES WEALTH MANAGEMENT, LLC

2.01K

Mar 31, 26

+157

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

2.00K

Mar 31, 26

-3.88K

0.00%

United Advisor Group, LLC

1.99K

Mar 31, 26

+195

0.00%

Wheelhouse Advisory Group LLC

1.98K

Mar 31, 26

-199

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

1.98K

Mar 31, 26

-92

0.00%

Taylor Financial Group, Inc.

1.96K

Mar 31, 26

+12

0.00%

NorthRock Partners, LLC

1.96K

Mar 31, 26

+207

0.00%

Silver Oak Advisory Group, Inc.

1.96K

Mar 31, 26

+1.96K

0.00%

Tennessee Valley Asset Management Partners

1.95K

Mar 31, 26

+40

0.00%

InvesTrust

1.95K

Mar 31, 26

+70

0.00%

Trilogy Capital Inc.

1.95K

Mar 31, 26

+51

0.00%

Windward Private Wealth Management Inc.

1.94K

Mar 31, 26

-17

0.00%

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

1.94K

Mar 31, 26

+360

0.00%

GENESIS PRIVATE WEALTH, LLC

1.94K

Mar 31, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

1.92K

Mar 31, 26

0.00%

Skopos Labs, Inc.

1.91K

Mar 31, 26

+710

0.00%

Brady Martz Wealth Solutions, LLC

1.91K

Mar 31, 26

0.00%

Resolute Advisors LLC

1.90K

Mar 31, 26

0.00%

FIRST MANHATTAN CO. LLC.

1.89K

Mar 31, 26

+32

0.00%

Financial Freedom, LLC

1.88K

Mar 31, 26

0.00%

Legacy Capital Wealth Partners, LLC

1.86K

Mar 31, 26

-24

0.00%

Rockbridge Investment Management, LCC

1.86K

Mar 31, 26

0.00%

Shepherd Financial Partners LLC

1.85K

Mar 31, 26

+13

0.00%

MGO ONE SEVEN LLC

1.83K

Mar 31, 26

0.00%

Greenspring Advisors, LLC

1.82K

Mar 31, 26

+70

0.00%

McGuire Investment Group, LLC

1.80K

Mar 31, 26

+12

0.00%

Everstar Asset Management, LLC

1.80K

Mar 31, 26

-310

0.00%

WoodTrust Financial Corp

1.80K

Mar 31, 26

-303

0.00%

Plancorp, LLC

1.80K

Mar 31, 26

0.00%

RKL Wealth Management LLC

1.79K

Mar 31, 26

-9

0.00%

Fidelis Capital Partners, LLC

1.78K

Mar 31, 26

0.00%

Discipline Wealth Solutions, LLC

1.78K

Mar 31, 26

-213

0.00%

Key Client Fiduciary Advisors, LLC

1.75K

Mar 31, 26

0.00%

K2 Financial Inc.

1.75K

Mar 31, 26

+17

0.00%

LaSalle St. Investment Advisors, LLC

1.74K

Mar 31, 26

-7

0.00%

Axis Wealth Partners, LLC

1.74K

Mar 31, 26

+12

0.00%

Beacon Financial Advisory LLC

1.74K

Mar 31, 26

+63

0.00%

RITHOLTZ WEALTH MANAGEMENT

1.73K

Mar 31, 26

0.00%

Wealth Preservation Advisors, LLC

1.73K

Mar 31, 26

+427

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

1.72K

Mar 31, 26

+1.72K

0.00%

Jacobi Capital Management LLC

1.71K

Mar 31, 26

-30

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.71K

Mar 31, 26

+407

0.00%

Procyon Advisors, LLC

1.71K

Mar 31, 26

-603

0.00%

Petix & Botte Co

1.71K

Mar 31, 26

0.00%

NWAM LLC

1.71K

Mar 31, 26

-28

0.00%

SlateStone Wealth, LLC

1.70K

Mar 31, 26

0.00%

Unconventional Investor, LLC

1.70K

Mar 31, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

1.69K

Mar 31, 26

0.00%

RENAISSANCE TECHNOLOGIES LLC

1.68K

Mar 31, 26

-6.08K

0.00%

Empower Advisory Group, LLC

1.68K

Mar 31, 26

-1.50K

0.00%

SBI Securities Co., Ltd.

1.68K

Mar 31, 26

-160

0.00%

MARQUETTE ASSOCIATES, INC.

1.68K

Mar 31, 26

+1.68K

0.00%

PENNINGTON PARTNERS & CO., LLC

1.67K

Mar 31, 26

+803

0.00%

Finward Bancorp

1.66K

Mar 31, 26

-88

0.00%

FIRST FINANCIAL CORP /IN/

1.65K

Mar 31, 26

-43

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

1.65K

Mar 31, 26

-3

0.00%

Passive Capital Management, LLC.

1.64K

Mar 31, 26

+310

0.00%

MWA Asset Management

1.62K

Mar 31, 26

+75

0.00%

Provident Wealth Management, LLC

1.62K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.61K

Mar 31, 26

-981

0.00%

Capital Investment Advisors, LLC

1.60K

Mar 31, 26

+357

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

1.60K

Mar 31, 26

0.00%

Invst, LLC

1.60K

Mar 31, 26

+24

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

1.59K

Mar 31, 26

+157

0.00%

Apeiron RIA LLC

1.59K

Mar 31, 26

-5

0.00%

Hexagon Capital Partners LLC

1.58K

Mar 31, 26

+1.58K

0.00%

Ascent Group, LLC

1.58K

Mar 31, 26

-10

0.00%

BIP Wealth, LLC

1.58K

Mar 31, 26

-1.25K

0.00%

Pinnacle Bancorp, Inc.

1.58K

Mar 31, 26

+90

0.00%

KEYVANTAGE WEALTH, LLC

1.57K

Mar 31, 26

-774

0.00%

Amplius Wealth Advisors, LLC

1.56K

Mar 31, 26

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

1.55K

Mar 31, 26

+45

0.00%

Strategic Investment Solutions, Inc. /IL

1.54K

Mar 31, 26

-76

0.00%

SIGNATUREFD, LLC

1.54K

Mar 31, 26

0.00%

COURIER CAPITAL LLC

1.53K

Mar 31, 26

0.00%

Fifth Third Wealth Advisors LLC

1.53K

Mar 31, 26

+271

0.00%

Agate Pass Investment Management, LLC

1.52K

Mar 31, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

1.51K

Mar 31, 26

0.00%

LongView Wealth Management

1.51K

Mar 31, 26

-52

0.00%

Tactive Advisors, LLC

1.50K

Mar 31, 26

0.00%

Nordwand Advisors, LLC

1.50K

Mar 31, 26

0.00%

MCDONALD PARTNERS LLC

1.50K

Mar 31, 26

+365

0.00%

Aspen Grove Capital, LLC

1.50K

Mar 31, 26

0.00%

Convergence Financial, LLC

1.49K

Mar 31, 26

+733

0.00%

ProVise Management Group, LLC

1.49K

Mar 31, 26

-400

0.00%

Callan Family Office, LLC

1.48K

Mar 31, 26

-433

0.00%

Bravias Capital Group, LLC

1.48K

Mar 31, 26

-23

0.00%

Choate Investment Advisors

1.47K

Mar 31, 26

-750

0.00%

Annis Gardner Whiting Capital Advisors, LLC

1.45K

Mar 31, 26

+1.45K

0.00%

Athena Investment Management

1.45K

Mar 31, 26

-140

0.00%

Financial Insights, Inc.

1.45K

Mar 31, 26

0.00%

SPINNAKER TRUST

1.45K

Mar 31, 26

0.00%

S.A. Mason LLC

1.44K

Mar 31, 26

0.00%

Clark Capital Management Group, Inc.

1.43K

Mar 31, 26

+335

0.00%

Headland Capital, LLC

1.43K

Mar 31, 26

0.00%

Clearwater Capital Advisors, LLC

1.43K

Mar 31, 26

-40

0.00%

Richard P Slaughter Associates Inc

1.42K

Mar 31, 26

-175

0.00%

Alteri Wealth LLC

1.42K

Mar 31, 26

0.00%

Strategic Financial Services, Inc,

1.41K

Mar 31, 26

0.00%

AIMZ Investment Advisors, LLC

1.41K

Mar 31, 26

0.00%

FF Advisors,LLC

1.40K

Mar 31, 26

+1.40K

0.00%

Sensible Money, LLC

1.39K

Mar 31, 26

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.39K

Mar 31, 26

-348

0.00%

EWA, LLC

1.39K

Mar 31, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

1.39K

Mar 31, 26

+1.39K

0.00%

Keebeck Wealth Management, LLC

1.39K

Mar 31, 26

0.00%

Kaizen Financial Strategies

1.39K

Mar 31, 26

+11

0.00%

QUADRANT CAPITAL GROUP LLC

1.38K

Mar 31, 26

0.00%

NavPoint Financial, Inc.

1.38K

Mar 31, 26

0.00%

WEST BANCORPORATION INC

1.37K

Mar 31, 26

+56

0.00%

CARDIFF PARK ADVISORS, LLC

1.36K

Mar 31, 26

0.00%

PLANNING DIRECTIONS INC

1.36K

Mar 31, 26

+26

0.00%

Fourth Dimension Wealth, LLC

1.36K

Mar 31, 26

-283

0.00%

LGL PARTNERS, LLC

1.35K

Mar 31, 26

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

1.35K

Mar 31, 26

+1.35K

0.00%

Narwhal Capital Management

1.35K

Mar 31, 26

0.00%

Valmark Advisers, Inc.

1.34K

Mar 31, 26

+1.34K

0.00%

Segment Wealth Management, LLC

1.34K

Mar 31, 26

0.00%

Sanibel Captiva Trust Company, Inc.

1.34K

Mar 31, 26

0.00%

Garden State Investment Advisory Services LLC

1.33K

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

1.33K

Mar 31, 26

-1.62K

0.00%

Davis Investment Partners, LLC

1.33K

Mar 31, 26

0.00%

Principle Wealth Partners LLC

1.32K

Mar 31, 26

0.00%

Grove Street Fiduciary, LLC

1.32K

Mar 31, 26

0.00%

Steel Peak Wealth Management LLC

1.32K

Mar 31, 26

+58

0.00%

VSM Wealth Advisory, LLC

1.32K

Mar 31, 26

+414

0.00%

Clark Asset Management, LLC

1.30K

Mar 31, 26

0.00%

WBH ADVISORY INC

1.29K

Mar 31, 26

+50

0.00%

JEPPSON WEALTH MANAGEMENT, LLC

1.29K

Mar 31, 26

0.00%

Willis Johnson & Associates, Inc.

1.29K

Mar 31, 26

-684

0.00%

SALEM INVESTMENT COUNSELORS INC

1.28K

Mar 31, 26

+20

0.00%

CUTLER INVESTMENT COUNSEL LLC

1.28K

Mar 31, 26

-41

0.00%

TWO SIGMA SECURITIES, LLC

1.28K

Mar 31, 26

+1.28K

0.00%

Pinnacle Wealth Management Advisory Group, LLC

1.27K

Mar 31, 26

-193

0.00%

Regent Peak Wealth Advisors LLC

1.27K

Mar 31, 26

-24

0.00%

PFG Investments, LLC

1.26K

Mar 31, 26

+10

0.00%

WEALTHSPAN PARTNERS, LLC

1.26K

Mar 31, 26

+78

0.00%

Stewardship Advisors, LLC

1.25K

Mar 31, 26

+144

0.00%

WealthPlan Investment Management, LLC

1.25K

Mar 31, 26

+22

0.00%

Pure Financial Advisors, LLC

1.25K

Mar 31, 26

-464

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

1.25K

Mar 31, 26

-40

0.00%

HSBC HOLDINGS PLC

1.25K

Mar 31, 26

-116

0.00%

Salomon & Ludwin, LLC

1.25K

Mar 31, 26

-6

0.00%

Clearstead Advisors, LLC

1.25K

Mar 31, 26

-77

0.00%

HighPoint Advisor Group LLC

1.24K

Mar 31, 26

0.00%

Brinker Capital Investments, LLC

1.23K

Mar 31, 26

-3.01K

0.00%

Peterson Wealth Advisors, LLC

1.23K

Mar 31, 26

-150

0.00%

Quadrant Private Wealth Management, LLC

1.23K

Mar 31, 26

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

1.22K

Mar 31, 26

-1.22K

0.00%

Verus Financial Partners, Inc.

1.22K

Mar 31, 26

0.00%

Miller Financial Services LLC

1.22K

Mar 31, 26

+499

0.00%

Sound View Wealth Advisors Group, LLC

1.19K

Mar 31, 26

0.00%

Evanson Asset Management, LLC

1.18K

Mar 31, 26

-20

0.00%

Essex Financial Services, Inc.

1.18K

Mar 31, 26

-28

0.00%

Kohmann Bosshard Financial Services, LLC

1.18K

Mar 31, 26

0.00%

MBL Wealth, LLC

1.17K

Mar 31, 26

0.00%

Sigma Planning Corp

1.15K

Mar 31, 26

0.00%

SMITH, MOORE & CO.

1.15K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.15K

Mar 31, 26

-3

0.00%

BRYN MAWR TRUST Co

1.14K

Mar 31, 26

-125

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

1.14K

Mar 31, 26

0.00%

Thrive Wealth Management, LLC

1.13K

Mar 31, 26

-102

0.00%

ICONIQ Capital, LLC

1.13K

Mar 31, 26

0.00%

Farmers National Bank

1.13K

Mar 31, 26

0.00%

Continuum Advisory, LLC

1.12K

Mar 31, 26

-44

0.00%

Crescent Grove Advisors, LLC

1.11K

Mar 31, 26

0.00%

Fonville Wealth Management LLC

1.10K

Mar 31, 26

0.00%

American Money Management, LLC

1.10K

Mar 31, 26

0.00%

MYCIO WEALTH PARTNERS, LLC

1.10K

Mar 31, 26

0.00%

INVICTUS PRIVATE WEALTH, LLC

1.10K

Mar 31, 26

0.00%

ARK & TLK INVESTMENTS, LLC

1.10K

Mar 31, 26

-1

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

1.09K

Mar 31, 26

-32

0.00%

PDS Planning, Inc

1.09K

Mar 31, 26

0.00%

Graney & King, LLC

1.09K

Mar 31, 26

0.00%

M.E. ALLISON & CO., INC.

1.09K

Mar 31, 26

0.00%

Vident Advisory, LLC

1.09K

Mar 31, 26

+47

0.00%

CWA Asset Management Group, LLC

1.09K

Mar 31, 26

0.00%

Hoxton Planning & Management, LLC

1.08K

Mar 31, 26

-98

0.00%

DEUTSCHE BANK AG\

1.08K

Mar 31, 26

0.00%

Financial Perspectives, Inc

1.07K

Mar 31, 26

+67

0.00%

Hurlow Wealth Management Group, Inc.

1.07K

Mar 31, 26

0.00%

LaFleur & Godfrey LLC

1.05K

Mar 31, 26

-17

0.00%

Axim Planning & Wealth

1.04K

Mar 31, 26

+101

0.00%

PUREfi Wealth, LLC

1.04K

Mar 31, 26

0.00%

Cypress Wealth Services, LLC

1.03K

Mar 31, 26

0.00%

Spire Wealth Management

1.02K

Mar 31, 26

-10

0.00%

Roble, Belko & Company, Inc

1.02K

Mar 31, 26

+1.01K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

1.01K

Mar 31, 26

-400

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

1.00K

Mar 31, 26

0.00%

Gilbert & Cook, Inc.

999

Mar 31, 26

-243

0.00%

Prospect Financial Services LLC

996

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

996

Mar 31, 26

0.00%

Vanguard National Trust Co

994

Mar 31, 26

+994

0.00%

Copia Wealth Management

987

Mar 31, 26

0.00%

EXCHANGE TRADED CONCEPTS, LLC

985

Mar 31, 26

-138

0.00%

CHAPIN DAVIS, INC.

970

Mar 31, 26

-109

0.00%

White Lighthouse Investment Management Inc.

970

Mar 31, 26

+104

0.00%

Envestnet Portfolio Solutions, Inc.

966

Mar 31, 26

-1.47K

0.00%

SUTTON PLACE INVESTORS LLC

949

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

948

Mar 31, 26

+94

0.00%

HEADINVEST, LLC

946

Mar 31, 26

0.00%

Apollon Financial, LLC

944

Mar 31, 26

+21

0.00%

Bogart Wealth, LLC

943

Mar 31, 26

0.00%

LWM ADVISORS INC

942

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

940

Mar 31, 26

-752

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

933

Mar 31, 26

0.00%

Sepio Capital, LP

932

Mar 31, 26

0.00%

Galvin, Gaustad & Stein, LLC

930

Mar 31, 26

0.00%

WRAPMANAGER INC

930

Mar 31, 26

-90

0.00%

Mesirow Financial Investment Management, Inc.

930

Mar 31, 26

+250

0.00%

SAXON INTERESTS, INC.

923

Mar 31, 26

0.00%

Winthrop Advisory Group LLC

910

Mar 31, 26

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

910

Mar 31, 26

+95

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

905

Mar 31, 26

-4

0.00%

TI-TRUST, INC

899

Mar 31, 26

0.00%

First Pacific Financial

899

Mar 31, 26

0.00%

WealthTrak Capital Management LLC

899

Mar 31, 26

-3

0.00%

Innovative Wealth Building LLC

891

Mar 31, 26

+891

0.00%

Destination Wealth Management

884

Mar 31, 26

-471

0.00%

Strategic Wealth Partners, Ltd.

883

Mar 31, 26

-104

0.00%

Professional Financial Advisors, LLC

862

Mar 31, 26

-321

0.00%

Foster Group, Inc.

858

Mar 31, 26

-27

0.00%

Destiny Wealth Partners, LLC

857

Mar 31, 26

0.00%

Wealth Dimensions Group, Ltd.

856

Mar 31, 26

+187

0.00%

NORDEN GROUP LLC

848

Mar 31, 26

-1.74K

0.00%

BRIAN LOW FINANCIAL GROUP, LLC

846

Mar 31, 26

-110

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

842

Mar 31, 26

0.00%

Linscomb & Williams, Inc.

841

Mar 31, 26

+12

0.00%

Fortitude Family Office, LLC

840

Mar 31, 26

0.00%

Rossmore Private Capital

833

Mar 31, 26

0.00%

Argent Advisors, Inc.

830

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

827

Mar 31, 26

-86

0.00%

Bryn Mawr Capital Management, LLC

827

Mar 31, 26

-51

0.00%

One Capital Management, LLC

817

Mar 31, 26

+817

0.00%

Confluence Wealth Services, Inc.

817

Mar 31, 26

0.00%

Root Financial Partners, LLC

810

Mar 31, 26

-97

0.00%

Gemmer Asset Management LLC

810

Mar 31, 26

-15.07K

0.00%

Horizon Investment Services, LLC

808

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

804

Mar 31, 26

0.00%

Neuberger Berman Group LLC

802

Mar 31, 26

0.00%

Hurley Capital, LLC

798

Mar 31, 26

0.00%

Summit Investment Advisory Services, LLC

793

Mar 31, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

792

Mar 31, 26

0.00%

G2 CAPITAL MANAGEMENT, LLC / OH

791

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

788

Mar 31, 26

0.00%

TECTONIC ADVISORS LLC

788

Mar 31, 26

+31

0.00%

New England Private Wealth Advisors LLC

784

Mar 31, 26

0.00%

PHILADELPHIA TRUST CO

783

Mar 31, 26

0.00%

Cannon Financial Strategists, Inc.

781

Mar 31, 26

0.00%

Madison Park Capital Advisors, LLC

780

Mar 31, 26

0.00%

Precision Wealth Strategies, LLC

776

Mar 31, 26

-2

0.00%

North Star Investment Management Corp.

775

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

773

Mar 31, 26

+300

0.00%

SC&H Financial Advisors, Inc.

772

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

772

Mar 31, 26

+244

0.00%

WPG Advisers, LLC

772

Mar 31, 26

-18

0.00%

TFC Financial Management, Inc.

766

Mar 31, 26

+23

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

764

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

762

Mar 31, 26

-211

0.00%

PGIM Custom Harvest LLC

760

Mar 31, 26

-3

0.00%

Dynamic Financial Group

758

Mar 31, 26

0.00%

JMG Financial Group, Ltd.

758

Mar 31, 26

-177

0.00%

Capital Analysts, LLC

757

Mar 31, 26

-3.62K

0.00%

REDW Wealth LLC

752

Mar 31, 26

0.00%

Cove Private Wealth, LLC

750

Mar 31, 26

-9

0.00%

SFI Advisors, LLC

745

Mar 31, 26

-637

0.00%

Investment Research & Advisory Group, Inc.

741

Mar 31, 26

0.00%

F/M Investments LLC

740

Mar 31, 26

0.00%

Wealthquest Corp

740

Mar 31, 26

0.00%

Uniting Wealth Partners, LLC

734

Mar 31, 26

0.00%

Facet Wealth, Inc.

727

Mar 31, 26

-192

0.00%

Steigerwald, Gordon & Koch Inc.

727

Mar 31, 26

0.00%

ALEXANDER LABRUNERIE & CO., INC.

726

Mar 31, 26

-307

0.00%

KCM INVESTMENT ADVISORS LLC

725

Mar 31, 26

+725

0.00%

Five Pine Wealth Management

722

Mar 31, 26

-2

0.00%

Smith, Salley & Associates

720

Mar 31, 26

0.00%

Meeder Advisory Services, Inc.

719

Mar 31, 26

+719

0.00%

MOODY LYNN & LIEBERSON, LLC

715

Mar 31, 26

0.00%

Atlas Brown,Inc.

715

Mar 31, 26

0.00%

TPG Financial Advisors, LLC

710

Mar 31, 26

-164

0.00%

Aprio Wealth Management, LLC

710

Mar 31, 26

+710

0.00%

Investment Advisory Group, LLC

694

Mar 31, 26

-114

0.00%

REGIONS FINANCIAL CORP

692

Mar 31, 26

-63

0.00%

BEACON FINANCIAL GROUP

688

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

684

Mar 31, 26

0.00%

Blackston Financial Advisory Group, LLC

684

Mar 31, 26

-71

0.00%

Sageworth Trust Co

682

Mar 31, 26

0.00%

Advisory Resource Group

675

Mar 31, 26

-182

0.00%

Western Financial Corp/CA

675

Mar 31, 26

+675

0.00%

Holos Integrated Wealth LLC

673

Mar 31, 26

-38

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

673

Mar 31, 26

0.00%

Sound Income Strategies, LLC

673

Mar 31, 26

+126

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

672

Mar 31, 26

0.00%

1776 Wealth LLC

672

Mar 31, 26

0.00%

BURLING WEALTH PARTNERS, LLC

670

Mar 31, 26

+670

0.00%

CHANNEL WEALTH LLC

668

Mar 31, 26

-47

0.00%

180 WEALTH ADVISORS, LLC

667

Mar 31, 26

-5

0.00%

Asset Allocation Strategies LLC

665

Mar 31, 26

-25

0.00%

Per Stirling Capital Management, LLC.

662

Mar 31, 26

+662

0.00%

Synergy Investment Management, LLC

656

Mar 31, 26

+656

0.00%

HANCOCK WHITNEY CORP

655

Mar 31, 26

+655

0.00%

ARCADIA INVESTMENT ADVISORS LLC

654

Mar 31, 26

-93

0.00%

Cornerstone Wealth Group, LLC

649

Mar 31, 26

+649

0.00%

Mosley Wealth Management

631

Mar 31, 26

+631

0.00%

Nilsine Partners, LLC

610

Mar 31, 26

+610

0.00%

Fairscale Capital, LLC

581

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

581

Mar 31, 26

0.00%

Westfuller Advisors, LLC

577

Mar 31, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

569

Mar 31, 26

+281

0.00%

AMERIFLEX GROUP, INC.

549

Mar 31, 26

-1

0.00%

Jackson, Grant Investment Advisers, Inc.

545

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

542

Mar 31, 26

-6

0.00%

Pinnacle Wealth Planning Services, Inc.

539

Mar 31, 26

+53

0.00%

Colonial Trust Co / SC

515

Mar 31, 26

0.00%

Colony Family Offices, LLC

503

Mar 31, 26

0.00%

Legacy Bridge, LLC

502

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

482

Mar 31, 26

-102

0.00%

Mowery & Schoenfeld Wealth Management, LLC

462

Mar 31, 26

0.00%

Crews Bank & Trust

458

Mar 31, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

448

Mar 31, 26

0.00%

Independence Bank of Kentucky

447

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

443

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

428

Mar 31, 26

-50

0.00%

ARMSTRONG ADVISORY GROUP, INC

427

Mar 31, 26

0.00%

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

411

Mar 31, 26

-150

0.00%

Atlantic Union Bankshares Corp

406

Mar 31, 26

0.00%

402

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

400

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

400

Mar 31, 26

0.00%

Piscataqua Savings Bank

400

Mar 31, 26

0.00%

Milestone Investment Advisors LLC

388

Mar 31, 26

0.00%

NBT BANK N A /NY

387

Mar 31, 26

+40

0.00%

Opal Wealth Advisors, LLC

386

Mar 31, 26

+386

0.00%

Millstone Evans Group, LLC

385

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

383

Mar 31, 26

0.00%

Orion Capital Management LLC

379

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

375

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

371

Mar 31, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

369

Mar 31, 26

0.00%

Leo H. Evart, Inc.

368

Mar 31, 26

+368

0.00%

Legacy Wealth Managment, LLC/ID

367

Mar 31, 26

+10

0.00%

JNBA Financial Advisors

362

Mar 31, 26

-13

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

358

Mar 31, 26

-3

0.00%

Dunhill Financial, LLC

352

Mar 31, 26

+19

0.00%

GODSEY & GIBB, INC

345

Mar 31, 26

0.00%

Ancora Advisors, LLC

342

Mar 31, 26

0.00%

ATWOOD & PALMER INC

322

Mar 31, 26

+308

0.00%

Vermillion Wealth Management, Inc.

319

Mar 31, 26

-47

0.00%

SIMPLEX TRADING, LLC

317

Mar 31, 26

+228

0.00%

ALERUS FINANCIAL NA

311

Mar 31, 26

0.00%

Truvestments Capital LLC

301

Mar 31, 26

0.00%

Solstein Capital, LLC

300

Mar 31, 26

+300

0.00%

PROFFITT & GOODSON INC

298

Mar 31, 26

-218

0.00%

CHAPMAN FINANCIAL GROUP, LLC

283

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

275

Mar 31, 26

+275

0.00%

Hanson & Doremus Investment Management

270

Mar 31, 26

0.00%

Addison Advisors LLC

255

Mar 31, 26

0.00%

West Financial Advisors, LLC

254

Mar 31, 26

0.00%

HORIZON BANCORP INC /IN/

254

Mar 31, 26

-59

0.00%

Wagner Wealth Management, LLC

251

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

247

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

233

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

232

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

230

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

225

Mar 31, 26

0.00%

Fairman Group, LLC

218

Mar 31, 26

0.00%

PITTENGER & ANDERSON INC

217

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

216

Mar 31, 26

-14

0.00%

Mechanics Financial Corp

215

Mar 31, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

214

Mar 31, 26

-135

0.00%

NBC SECURITIES, INC.

214

Mar 31, 26

+35

0.00%

City State Bank

210

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

205

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

200

Mar 31, 26

+200

0.00%

Bradley & Co. Private Wealth Management, LLC

200

Mar 31, 26

0.00%

Wells Financial Advisors INC

198

Mar 31, 26

-533

0.00%

New Age Alpha Advisors, LLC

193

Mar 31, 26

-618

0.00%

Abound Wealth Management

192

Mar 31, 26

-39

0.00%

CALDWELL SUTTER CAPITAL, INC.

183

Mar 31, 26

0.00%

Bangor Savings Bank

182

Mar 31, 26

0.00%

SouthState Corp

182

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

180

Mar 31, 26

+180

0.00%

Bank of Jackson Hole Trust

177

Mar 31, 26

+25

0.00%

EPG Wealth Management LLC

176

Mar 31, 26

0.00%

Breakwater Investment Management

176

Mar 31, 26

0.00%

Minot DeBlois Advisors LLC

174

Mar 31, 26

+169

0.00%

McIlrath & Eck, LLC

173

Mar 31, 26

0.00%

VESTOR CAPITAL, LLC

165

Mar 31, 26

-139

0.00%

True Link Financial Advisors, LLC

162

Mar 31, 26

+162

0.00%

Jackson Hole Capital Partners, LLC

161

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

156

Mar 31, 26

0.00%

Operose Advisors LLC

151

Mar 31, 26

0.00%

GAMMA Investing LLC

148

Mar 31, 26

-93

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

146

Mar 31, 26

+146

0.00%

MOTCO

140

Mar 31, 26

+140

0.00%

MV CAPITAL MANAGEMENT, INC.

136

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

134

Mar 31, 26

+134

0.00%

Sherman Asset Management, Inc.

130

Mar 31, 26

0.00%

Archer Investment Corp

127

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

127

Mar 31, 26

0.00%

Grove Bank & Trust

126

Mar 31, 26

0.00%

Cardinal Strategic Wealth Guidance

119

Mar 31, 26

0.00%

Bollard Group LLC

112

Mar 31, 26

+112

0.00%

Park Place Capital Corp

111

Mar 31, 26

0.00%

JDM Financial Group LLC

108

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

106

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

104

Mar 31, 26

0.00%

MCF Advisors LLC

101

Mar 31, 26

+67

0.00%

DiNuzzo Private Wealth, Inc.

Mar 31, 26

0.00%

Davis Capital Management

Mar 31, 26

0.00%

IMG Wealth Management, Inc.

Mar 31, 26

0.00%

GRAND WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

Mar 31, 26

-153

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

Mar 31, 26

0.00%

Nemes Rush Group LLC

Mar 31, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

Mar 31, 26

0.00%

COUNTRY TRUST BANK

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

Mar 31, 26

-69

0.00%

KELLEHER FINANCIAL ADVISORS

Mar 31, 26

0.00%

Horizon Investments, LLC

Mar 31, 26

+70

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

Mar 31, 26

0.00%

CURIO WEALTH, LLC

Mar 31, 26

0.00%

MANNING & NAPIER ADVISORS LLC

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

0.00%

Missouri Trust & Investment Co

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

Mar 31, 26

-5

0.00%

IFG Advisory, LLC

Mar 31, 26

-1.96K

0.00%

SOUTH PLAINS FINANCIAL, INC.

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

Mar 31, 26

0.00%

LOWE BROCKENBROUGH & CO INC

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

Costello Asset Management, INC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

JPL Wealth Management, LLC

Mar 31, 26

+43

0.00%

Beaird Harris Wealth Management, LLC

Mar 31, 26

0.00%

Aberdeen Wealth Management LLC

Mar 31, 26

+40

0.00%

Measured Wealth Private Client Group, LLC

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

0.00%

Main Street Group, LTD

Mar 31, 26

+39

0.00%

Morton Brown Family Wealth, LLC

Mar 31, 26

0.00%

Delos Wealth Advisors, LLC

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

WEST PACES ADVISORS INC.

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

-110

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

+32

0.00%

Financial Life Planners

Mar 31, 26

+32

0.00%

PIN OAK INVESTMENT ADVISORS INC

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

Balentine LLC

Mar 31, 26

+30

0.00%

Bay Harbor Wealth Management, LLC

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

-85

0.00%

Dynamic Wealth Strategies, LLC

Mar 31, 26

0.00%

Provenance Wealth Advisors, LLC

Mar 31, 26

0.00%

ROSS\JOHNSON & Associates LLC

Mar 31, 26

0.00%

Winch Advisory Services, LLC

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

BIRCHBROOK, INC.

Mar 31, 26

-81

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

Security National Bank

Mar 31, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+10

0.00%

CVA Family Office, LLC

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

Mar 31, 26

+10

0.00%

DecisionPoint Financial, LLC

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

Kentucky Trust Co

Mar 31, 26

0.00%

one8zero8, LLC

Mar 31, 26

0.00%

Friedenthal Financial

Mar 31, 26

0.00%

MTM Investment Management, LLC

Mar 31, 26

0.00%

Rakuten Securities, Inc.

Mar 31, 26

-1

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Mar 31, 26

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

Coston, McIsaac & Partners

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

Spurstone Advisory Services, LLC

Mar 31, 26

-1

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

0.00%

Fisher Asset Management, LLC

Mar 31, 26

-1.13K

Dupree Financial Group, LLC

Mar 31, 26

-682

GREENLEAF TRUST

Mar 31, 26

-1.13K

Modus Advisors, LLC

Mar 31, 26

-202

Granite Investment Partners, LLC

Mar 31, 26

-823

Alaska Wealth Advisors

Mar 31, 26

-684

SOL Capital Management CO

Mar 31, 26

-1.30K

Madison Wealth Partners, Inc

Mar 31, 26

-686

Laurel Wealth Advisors LLC

Mar 31, 26

-33

Sage Financial Management Group, Inc.

Mar 31, 26

-877

Strategic Advocates LLC

Mar 31, 26

-20

United Community Bank

Mar 31, 26

-10

Qube Research & Technologies Ltd

Mar 31, 26

-489

Verity Asset Management, Inc.

Mar 31, 26

-1.01K

Diversify Advisory Services, LLC

Mar 31, 26

-2.71K

MONEYWISE, INC.

Mar 31, 26

-842

J.W. COLE ADVISORS, INC.

Mar 31, 26

-10.18K

OPTIMA CAPITAL LLC

Mar 31, 26

-29

Gilman Hill Asset Management, LLC

Mar 31, 26

-684

Accurate Wealth Management, LLC

Mar 31, 26

-963

CUSTOM INDEX SYSTEMS, LLC

Mar 31, 26

-1.18K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-2.16K

Navalign, LLC

Mar 31, 26

-299

Rollins Financial Advisors, LLC

Mar 31, 26

-663

Stone House Investment Management, LLC

Mar 31, 26

-2

WATERS PARKERSON & CO., LLC

Mar 31, 26

-899

Cape Investment Advisory, Inc.

Mar 31, 26

-239

CLARK FINANCIAL SERVICES GROUP INC /BD

Mar 31, 26

-1.82K

Elyxium Wealth, LLC

Mar 31, 26

-315

Midwest Financial Group LLC

Mar 31, 26

-683

Concord Wealth Partners

Mar 31, 26

-528

SFG Wealth Management, LLC.

Mar 31, 26

-1.84K

Fairway Wealth LLC

Mar 31, 26

-8

NCP Inc.

Mar 31, 26

-2.09K

NEW WAVE WEALTH ADVISORS LLC

Mar 31, 26

-1.31K

RiverFront Investment Group, LLC

Mar 31, 26

-791

Austin Wealth Management, LLC

Mar 31, 26

-826

Camelot Portfolios, LLC

Mar 31, 26

-14

Archer Investment Management, LLC

Mar 31, 26

-748

Coppell Advisory Solutions LLC

Mar 31, 26

-1.91K

Arete Wealth Advisors, LLC

Mar 31, 26

-3.62K

Triad Wealth Partners, LLC

Mar 31, 26

-949

Laffer Tengler Investments

Mar 31, 26

-667

TCTC Holdings, LLC

Mar 31, 26

-321

CYPRESS FINANCIAL PLANNING LLC

Mar 31, 26

-825

Commonwealth Retirement Investments LLC

Mar 31, 26

-45

Eagle Bay Advisors LLC

Mar 31, 26

-156

Empowered Funds, LLC

Mar 31, 26

-776

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-1.10K

FSA Advisors, Inc.

Mar 31, 26

-2.00K

Prestige Wealth Management Group LLC

Mar 31, 26

-29

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.54K

SeaCrest Wealth Management, LLC

Mar 31, 26

-707

FORVIS Wealth Advisors, LLC

Mar 31, 26

-668

Strategic Equity Management

Mar 31, 26

-934

Refined Wealth Management

Mar 31, 26

-942

Turning Point Benefit Group, Inc.

Mar 31, 26

-18

Gradient Investments LLC

Mar 31, 26

-663

Legacy Wealth Asset Management, LLC

Mar 31, 26

-1.13K

Garner Asset Management Corp

Mar 31, 26

-39

COMERICA BANK

94.40K

Dec 31, 25

+2.46K

0.07%

CIBC Private Wealth Group, LLC

75.58K

Dec 31, 25

+20.98K

0.06%

Quent Long Short Global Small Cap Fund, LP

62.70K

Dec 31, 25

+62.70K

0.05%

Global Retirement Partners, LLC

23.26K

Dec 31, 25

+19.02K

0.02%

MERITAGE PORTFOLIO MANAGEMENT

15.37K

Dec 31, 25

-566

0.01%

VANGUARD GROUP INC

9.37K

Dec 31, 25

+136

0.01%

Dentgroup LLC

5.93K

Dec 31, 25

-1.32K

0.00%

FineMark National Bank & Trust

5.54K

Dec 31, 25

+818

0.00%

TRANSATLANTIQUE PRIVATE WEALTH LLC

4.73K

Dec 31, 25

+562

0.00%

Total Wealth Planning, LLC

4.33K

Dec 31, 25

-64.10K

0.00%

Passumpsic Savings Bank

3.22K

Dec 31, 25

+3.22K

0.00%

Nalls Sherbakoff Group, LLC

2.70K

Dec 31, 25

-542

0.00%

Main Street Financial Solutions, LLC

2.12K

Dec 31, 25

-1.40K

0.00%

MidWestOne Financial Group, Inc.

1.97K

Dec 31, 25

0.00%

Oldfather Financial Services, LLC

1.94K

Dec 31, 25

-75

0.00%

Bowman & Co S.C.

1.37K

Dec 31, 25

0.00%

NICOLET ADVISORY SERVICES, LLC

1.23K

Dec 31, 25

-286

0.00%

Edge Financial Advisors LLC

937

Dec 31, 25

0.00%

CAPITAL INSIGHT PARTNERS, LLC

810

Dec 31, 25

+810

0.00%

SageView Advisory Group, LLC

705

Dec 31, 25

-164

0.00%

New Millennium Group LLC

491

Dec 31, 25

-8

0.00%

TRUST CO OF VERMONT

462

Dec 31, 25

+223

0.00%

TUCKER ASSET MANAGEMENT LLC

408

Dec 31, 25

+369

0.00%

ORG Partners LLC

404

Dec 31, 25

-16

0.00%

Litman Gregory Wealth Management LLC

261

Dec 31, 25

+261

0.00%

GPS Wealth Strategies Group, LLC

258

Dec 31, 25

-2.92K

0.00%

Pandora Wealth, Inc.

Dec 31, 25

0.00%

Heritage Wealth Advisors

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

Dec 31, 25

0.00%

Glenmede Investment Management, LP

25.53K

Sep 30, 25

+2.75K

0.02%

PINNACLE FINANCIAL PARTNERS INC

22.01K

Sep 30, 25

+244

0.02%

SYNOVUS FINANCIAL CORP

6.19K

Sep 30, 25

+330

0.00%

Wells Trecaso Financial Group, LLC

5.83K

Sep 30, 25

-446

0.00%

COUNTRY CLUB BANK /GFN

4.82K

Sep 30, 25

0.00%

SPC Financial, Inc.

1.99K

Sep 30, 25

0.00%

Hemington Wealth Management

1.43K

Sep 30, 25

-150

0.00%

Binnacle Investments Inc

1.26K

Sep 30, 25

-30

0.00%

MAS Advisors LLC

1.21K

Sep 30, 25

-29

0.00%

Obsidian Personal Planning Solutions LLC

870

Sep 30, 25

-20

0.00%

Apexium Financial, LP

866

Sep 30, 25

+36

0.00%

Moloney Securities Asset Management, LLC

724

Sep 30, 25

0.00%

FSA Wealth Management LLC

236

Sep 30, 25

+236

0.00%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

-9

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

Jentner Corp

102.46K

Jun 30, 25

+2.64K

0.08%

AVANTAX ADVISORY SERVICES, INC.

32.91K

Jun 30, 25

+132

0.03%

Congress Wealth Management LLC / DE /

27.93K

Jun 30, 25

-10.32K

0.02%

First Horizon Advisors, Inc.

19.08K

Jun 30, 25

+1.08K

0.02%

Blue Investment Partners LLC

11.78K

Jun 30, 25

-11.24K

0.01%

Atria Wealth Solutions, Inc.

7.11K

Jun 30, 25

-335

0.01%

Martin Worley Group

5.57K

Jun 30, 25

+2.59K

0.00%

Northeast Financial Consultants Inc

4.04K

Jun 30, 25

-587

0.00%

BIP Alliance, LLC

1.61K

Jun 30, 25

-39

0.00%

Good Life Advisors, LLC

1.32K

Jun 30, 25

-4

0.00%

Wambolt & Associates, LLC

1.19K

Jun 30, 25

-71

0.00%

TFG Advisers LLC

995

Jun 30, 25

-38

0.00%

Von Berge Wealth Management Group, LLC

902

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

502

Jun 30, 25

+17

0.00%

Financial Gravity Companies, Inc.

106

Jun 30, 25

+106

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

+34

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+33

0.00%

Christopher J. Hasenberg, Inc

Jun 30, 25

0.00%

Family Firm, Inc.

Jun 30, 25

-2.77K

Safeguard Financial, LLC

72.79K

Mar 31, 25

+5.65K

0.06%

Corrigan Financial, Inc.

51.73K

Mar 31, 25

+1.94K

0.04%

Schechter Investment Advisors, LLC

4.04K

Mar 31, 25

+620

0.00%

Orion Portfolio Solutions, LLC

3.10K

Mar 31, 25

-455

0.00%

Lindbrook Capital, LLC

3.04K

Mar 31, 25

0.00%

Lane & Associates LLC

2.52K

Mar 31, 25

+58

0.00%

Coordinated Financial Services, Inc./CO

2.27K

Mar 31, 25

+2.27K

0.00%

CAROLINAS WEALTH CONSULTING LLC

2.04K

Mar 31, 25

-135

0.00%

Marcum Wealth, LLC

1.85K

Mar 31, 25

-44

0.00%

Delta Financial Group, Inc.

1.64K

Mar 31, 25

+45

0.00%

Sandy Spring Bank

406

Mar 31, 25

-15

0.00%

BluePointe Capital Management, LLC

Mar 31, 25

-1.59K

Spectrum Wealth Counsel, LLC

Mar 31, 25

-29

Aveo Capital Partners, LLC

Mar 31, 25

-2.77K

Private Portfolio Partners LLC

73.86K

Dec 31, 24

+662

0.06%

HTLF Bank

46.82K

Dec 31, 24

-827

0.04%

Kades & Cheifetz LLC

6.65K

Dec 31, 24

-20

0.01%

TAP Consulting, LLC

4.47K

Dec 31, 24

-49

0.00%

Anchor Pointe Wealth Management, LLC

3.09K

Dec 31, 24

+3.09K

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

2.91K

Dec 31, 24

-127

0.00%

Zions Bancorporation, N.A.

1.31K

Dec 31, 24

+57

0.00%

Kiely Wealth Advisory Group, Inc.

1.00K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

486

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

-38

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-325

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-55

Axiom Advisory, LLC

1.69M

Sep 30, 24

+118.21K

1.33%

RAYMOND JAMES & ASSOCIATES

241.79K

Sep 30, 24

-3.82K

0.19%

Raymond James Financial Services Advisors, Inc.

200.56K

Sep 30, 24

+23.69K

0.16%

ETFIDEA, LLC

54.70K

Sep 30, 24

+246

0.04%

BBJS FINANCIAL ADVISORS, LLC

53.60K

Sep 30, 24

-10.08K

0.04%

Edmonds Duncan Registered Investment Advisors, LLC

44.72K

Sep 30, 24

+2.23K

0.04%

Financial Planning & Information Services, Inc.

32.07K

Sep 30, 24

+828

0.03%

Brophy Wealth Management, LLC

14.67K

Sep 30, 24

+14.67K

0.01%

RAYMOND JAMES TRUST N.A.

10.93K

Sep 30, 24

+1.34K

0.01%

CEDRUS LLC

8.51K

Sep 30, 24

+553

0.01%

Bridge Advisory, LLC

4.88K

Sep 30, 24

-240

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

2.28K

Sep 30, 24

+15

0.00%

Pegasus Partners Ltd.

2.00K

Sep 30, 24

0.00%

Aspire Wealth Management Corp

1.86K

Sep 30, 24

-1.79K

0.00%

Diversified, LLC

1.53K

Sep 30, 24

+85

0.00%

Carmichael Hill & Associates, Inc.

1.41K

Sep 30, 24

-161

0.00%

First Trust Investment Solutions L.P.

1.02K

Sep 30, 24

0.00%

CIC Wealth, LLC

877

Sep 30, 24

0.00%

VitalStone Financial, LLC

244

Sep 30, 24

+20

0.00%

Planning Capital Management Corp

Sep 30, 24

+51

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

51.54K

Jun 30, 24

-1.76K

0.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

10.11K

Jun 30, 24

+17

0.01%

HYMAN CHARLES D

4.82K

Jun 30, 24

0.00%

Gratus Capital LLC

3.04K

Jun 30, 24

0.00%

Private Ocean, LLC

1.77K

Jun 30, 24

0.00%

BlackRock Inc.

143

Jun 30, 24

-165

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-239

0.00%

HoyleCohen, LLC

Jun 30, 24

-933

Cetera Advisor Networks LLC

241.86K

Mar 31, 24

-4.83K

0.19%

Bromfield Sneider Wealth Advisors

57.27K

Mar 31, 24

+582

0.05%

Ratio Wealth Group

28.31K

Mar 31, 24

+2.20K

0.02%

Cetera Advisors LLC

19.82K

Mar 31, 24

+11.07K

0.02%

Lee Financial Group Hawaii, Inc.

6.82K

Mar 31, 24

+40

0.01%

KLR INVESTMENT ADVISORS, LLC

4.10K

Mar 31, 24

+4.10K

0.00%

Eudaimonia Partners, LLC

3.85K

Mar 31, 24

+778

0.00%

Ziegler Capital Management, LLC

3.21K

Mar 31, 24

+740

0.00%

EUDAIMONIA ADVISORS LLC

2.79K

Mar 31, 24

+163

0.00%

Derbend Asset Management

2.26K

Mar 31, 24

0.00%

InterOcean Capital Group, LLC

935

Mar 31, 24

-47

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

789

Mar 31, 24

+789

0.00%

NORWOOD FINANCIAL CORP

613

Mar 31, 24

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-400

Bartlett & Co. LLC

39.31K

Dec 31, 23

-360

0.03%

Engrave Wealth Partners LLC

14.02K

Dec 31, 23

+14.02K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

3.85K

Dec 31, 23

+3.85K

0.00%

DFPG INVESTMENTS, LLC

3.06K

Dec 31, 23

+525

0.00%

WEALTHSOURCE PARTNERS, LLC

2.61K

Dec 31, 23

0.00%

EisnerAmper Wealth Management Corporate Benefits, LLC

2.51K

Dec 31, 23

-4.19K

0.00%

StrategIQ Financial Group, LLC

2.20K

Dec 31, 23

+191

0.00%

Rollins Financial

881

Dec 31, 23

+881

0.00%

Baystate Wealth Management LLC

348

Dec 31, 23

-96

0.00%

DB Wealth Management Group, LLC

251

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

249

Dec 31, 23

-115

0.00%

COLONY GROUP LLC

147.65K

Sep 30, 23

+4.91K

0.12%

PATHSTONE FAMILY OFFICE, LLC

103.92K

Sep 30, 23

+5.34K

0.08%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

80.03K

Sep 30, 23

-6.99K

0.06%

DUBUQUE BANK & TRUST CO

41.58K

Sep 30, 23

+1.87K

0.03%

Polaris Wealth Advisory Group, LLC

20.70K

Sep 30, 23

-774

0.02%

ADVISOR PARTNERS II, LLC

4.99K

Sep 30, 23

-608

0.00%

COMERICA SECURITIES,INC.

3.15K

Sep 30, 23

+1.44K

0.00%

GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC

1.05K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

194

Sep 30, 23

-2

0.00%

Column Capital Advisors, LLC

Sep 30, 23

0.00%

WealthOne, LLC

Sep 30, 23

-976

TIAA, FSB

378.00K

Jun 30, 23

+19.79K

0.30%

MCMILLION CAPITAL MANAGEMENT INC

22.44K

Jun 30, 23

-623

0.02%

Relaxing Retirement Coach

6.84K

Jun 30, 23

0.01%

Veritable, L.P.

5.66K

Jun 30, 23

-2.56K

0.00%

Ten Capital Wealth Advisors, LLC

5.07K

Jun 30, 23

-217

0.00%

Kistler-Tiffany Companies, LLC

1.72K

Jun 30, 23

+33

0.00%

LEO BROKERAGE, LLC

966

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

760

Jun 30, 23

-39

0.00%

BDO Wealth Advisors, LLC

497

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

341

Jun 30, 23

+341

0.00%

First Command Bank

130

Jun 30, 23

-80

0.00%

First Command Financial Services, Inc.

130

Jun 30, 23

-80

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-166

HARVEST GROUP WEALTH MANAGEMENT, LLC

19.63K

Mar 31, 23

+4.56K

0.02%

Parsec Financial Management, Inc.

6.93K

Mar 31, 23

-119

0.01%

Fullen Financial Group

4.12K

Mar 31, 23

0.00%

Domani Wealth, LLC

1.51K

Mar 31, 23

0.00%

Stone Asset Management Inc.

1.45K

Mar 31, 23

-4.77K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-3.65K

Gallagher Benefit Services, Inc.

59.68K

Dec 31, 22

+59.68K

0.05%

F3Logic, LLC

59.68K

Dec 31, 22

+12.38K

0.05%

Robbie L. Kennerson P.A., Inc.

10.22K

Dec 31, 22

+10.22K

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

6.07K

Dec 31, 22

+460

0.00%

Burleson & Company, LLC

5.89K

Dec 31, 22

0.00%

Personal Capital Advisors Corp

4.92K

Dec 31, 22

+720

0.00%

GOFEN & GLOSSBERG LLC /IL/

4.16K

Dec 31, 22

+64

0.00%

GAMBLE JONES INVESTMENT COUNSEL

2.78K

Dec 31, 22

-118

0.00%

BOENNING & SCATTERGOOD, INC.

2.35K

Dec 31, 22

+1.17K

0.00%

RESOLUTE FINANCIAL, LLC

1.88K

Dec 31, 22

+1.88K

0.00%

Laurel Wealth Advisors, Inc.

1.48K

Dec 31, 22

-374

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

1.12K

Dec 31, 22

+11

0.00%

Capital Directions Investment Advisors, LLC

497

Dec 31, 22

+497

0.00%

Sargent Bickham Lagudis LLC

300

Dec 31, 22

0.00%

BALASA DINVERNO & FOLTZ LLC

544.71K

Sep 30, 22

+18.82K

0.43%

Radnor Financial Advisors, LLC

160.94K

Sep 30, 22

+4.06K

0.13%

MUFG Americas Holdings Corp

139.41K

Sep 30, 22

+11.41K

0.11%

DOWLING & YAHNKE LLC

40.91K

Sep 30, 22

+5.58K

0.03%

EATON VANCE MANAGEMENT

8.77K

Sep 30, 22

+522

0.01%

Legacy Wealth Planning, LLC

7.67K

Sep 30, 22

-85

0.01%

Spearhead Capital Advisors, LLC

4.92K

Sep 30, 22

-106.36K

0.00%

55I, LLC

3.27K

Sep 30, 22

+1.16K

0.00%

Eidelman Virant Capital

3.11K

Sep 30, 22

0.00%

Brightworth

2.79K

Sep 30, 22

-3.06K

0.00%

SIENA CAPITAL LLC

2.24K

Sep 30, 22

-70

0.00%

American Portfolios Advisors

1.99K

Sep 30, 22

+34

0.00%

ACG Wealth

1.88K

Sep 30, 22

0.00%

Bell Rock Capital LLC

1.09K

Sep 30, 22

-94.89K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

544

Sep 30, 22

+544

0.00%

Surevest, LLC

195

Sep 30, 22

+77

0.00%

KARLINSKI ANDREW C

167

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

0.00%

RGT Wealth Advisors, LLC

Sep 30, 22

-40

0.00%

American Research & Management Co.

Sep 30, 22

+45

0.00%

B. Riley Wealth Management, Inc.

40.82K

Jun 30, 22

+8.13K

0.03%

Private Capital Group, LLC

3.78K

Jun 30, 22

-26.98K

0.00%

ADVISOR PARTNERS LLC

3.17K

Jun 30, 22

-39

0.00%

ERN LLC

3.00K

Jun 30, 22

+3.00K

0.00%

Frontier Wealth Management LLC

1.92K

Jun 30, 22

0.00%

Altium Wealth Management LLC

1.21K

Jun 30, 22

-37

0.00%

Fieldpoint Private Securities, LLC

491

Jun 30, 22

+35

0.00%

Cordasco Financial Network

202

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

200

Jun 30, 22

+200

0.00%

Enterprise Trust & Investment Co

185

Jun 30, 22

+185

0.00%

BIVIN & ASSOCIATES, INC.

Jun 30, 22

0.00%

IndexIQ Advisors LLC

40.32K

Mar 31, 22

-13.53K

0.03%

People's United Financial, Inc.

5.42K

Mar 31, 22

-486

0.00%

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

2.81K

Mar 31, 22

-8.47K

0.00%

Permit Capital Advisors, LLC

2.06K

Mar 31, 22

+2.06K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.06K

Mar 31, 22

-250

0.00%

Lenox Wealth Advisors, LLC

596

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

179

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

171

Mar 31, 22

0.00%

Wealthstreet Investment Advisors, LLC

Mar 31, 22

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-150

Mosaic Family Wealth, LLC

82.05K

Dec 31, 21

+1.64K

0.06%

Biltmore Capital Advisors LLC

22.31K

Dec 31, 21

+473

0.02%

Paradigm Financial Advisors, LLC

18.34K

Dec 31, 21

+692

0.01%

NEXT Financial Group, Inc

8.31K

Dec 31, 21

+264

0.01%

Resource Management, LLC

5.76K

Dec 31, 21

+729

0.00%

FIRST MIDWEST BANK TRUST DIVISION

5.37K

Dec 31, 21

-1.21K

0.00%

Altavista Wealth Management, Inc.

2.38K

Dec 31, 21

+211

0.00%

Cassaday & Co Inc.

1.77K

Dec 31, 21

+193

0.00%

Asset Planning Services, Ltd.

1.03K

Dec 31, 21

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

879

Dec 31, 21

-1

0.00%

Carroll Financial Associates, Inc.

626

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

260

Dec 31, 21

-153

0.00%

MD Financial Management Inc.

Dec 31, 21

+71

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

11.57K

Sep 30, 21

+1.01K

0.01%

Granite Investment Advisors, LLC

8.64K

Sep 30, 21

-1.07K

0.01%

Ameritas Investment Company, LLC

8.18K

Sep 30, 21

+342

0.01%

Homrich & Berg

8.11K

Sep 30, 21

+103

0.01%

Harborview Advisors, LLC

2.98K

Sep 30, 21

+11

0.00%

Alexandria Capital, LLC

1.58K

Sep 30, 21

0.00%

Hochman Cole Investment Advisors, Inc.

1.25K

Sep 30, 21

-103

0.00%

MANAGED ACCOUNT SERVICES INC

1.10K

Sep 30, 21

-8

0.00%

Berman Capital Advisors, LLC

571

Sep 30, 21

0.00%

Filbrandt Wealth Management, LLC

386

Sep 30, 21

0.00%

Sonora Investment Management, LLC

200

Sep 30, 21

+200

0.00%

QS Investors, LLC

207.84K

Jun 30, 21

+48.70K

0.16%

Pinnacle Wealth Advisors

36.01K

Jun 30, 21

+36.01K

0.03%

PNC Managed Account Solutions, Inc.

12.52K

Jun 30, 21

+12.52K

0.01%

Nachman Norwood & Parrott, Inc

12.23K

Jun 30, 21

-774

0.01%

FormulaFolio Investments, LLC

10.20K

Jun 30, 21

-630

0.01%

AdvicePeriod, LLC

5.39K

Jun 30, 21

+574

0.00%

Strategic Wealth Management Group, LLC

3.31K

Jun 30, 21

+17

0.00%

Novak Financial Planning, LLC

1.73K

Jun 30, 21

-97

0.00%

BEL AIR INVESTMENT ADVISORS LLC

1.42K

Jun 30, 21

-17

0.00%

USCA RIA LLC

1.21K

Jun 30, 21

0.00%

Coe Capital Management, LLC

1.02K

Jun 30, 21

0.00%

Wechter Feldman Wealth Management, Inc.

918

Jun 30, 21

+16

0.00%

Hoover Financial Advisors, Inc.

710

Jun 30, 21

+52

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

Jun 30, 21

0.00%

BBVA USA Bancshares, Inc.

11.95K

Mar 31, 21

+11.95K

0.01%

Lighthouse Financial Advisors, Inc.

10.12K

Mar 31, 21

+1.07K

0.01%

TCF National Bank

3.72K

Mar 31, 21

+577

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

1.09K

Mar 31, 21

0.00%

CWH Capital Management, Inc.

45.31K

Dec 31, 20

+266

0.04%

SVA Wealth Management, LLC

30.14K

Dec 31, 20

-578

0.02%

Winslow, Evans & Crocker, Inc.

3.76K

Dec 31, 20

+3.19K

0.00%

Paul John Balson

1.38K

Dec 31, 20

0.00%

Reby Advisors, LLC

Dec 31, 20

+66

0.00%

LifePlan Financial Group, Inc

25.32K

Sep 30, 20

+1.60K

0.02%

Independence Advisors, LLC

23.00K

Sep 30, 20

-300

0.02%

First Allied Advisory Services, Inc.

6.95K

Sep 30, 20

-3.24K

0.01%

Capstone Financial Group, Inc.

3.23K

Sep 30, 20

+92

0.00%

Partnervest Advisory Services LLC

2.68K

Sep 30, 20

+108

0.00%

Wealthspire Advisors, L.P.

2.27K

Sep 30, 20

+23

0.00%

NORTHSTAR WEALTH PARTNERS LLC

1.29K

Sep 30, 20

+197

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

1.20K

Sep 30, 20

0.00%

Stearns Financial Services Group

149

Sep 30, 20

0.00%

Global Financial Private Capital, Inc

21.03K

Jun 30, 20

+954

0.02%

Starfire Investment Advisers, Inc.

16.37K

Jun 30, 20

+191

0.01%

Bernicke Wealth Management, Ltd.

3.42K

Jun 30, 20

-740

0.00%

TRUEWEALTH LLC

Jun 30, 20

0.00%

JOYN Advisors, Inc.

31.22K

Mar 31, 20

+18.86K

0.02%

Noven Financial Group, Inc.

10.82K

Mar 31, 20

+10.82K

0.01%

Huber Financial Advisors, LLC

4.87K

Mar 31, 20

-28

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

-6

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

Mar 31, 20

-1.22K

LADENBURG THALMANN FINANCIAL SERVICES INC.

119.28K

Dec 31, 19

-4.84K

0.09%

Advisor Group, Inc.

30.02K

Dec 31, 19

+1.82K

0.02%

Beacon Pointe Wealth Advisors, LLC

23.79K

Dec 31, 19

+4.25K

0.02%

Crow Point Partners, LLC

3.21K

Dec 31, 19

+3.21K

0.00%

CIBC BANK USA

2.94K

Dec 31, 19

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

1.60K

Dec 31, 19

+1.60K

0.00%

Guidant Wealth Advisors

48.93K

Sep 30, 19

+4.84K

0.04%

SUNTRUST BANKS INC

19.05K

Sep 30, 19

+314

0.01%

BB&T SECURITIES, LLC

8.42K

Sep 30, 19

+681

0.01%

Capital One Investing, Inc.

1.60K

Sep 30, 19

+400

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

47.96K

Jun 30, 19

-139

0.04%

NEXT Financial Holdings

2.54K

Mar 31, 19

+2.54K

0.00%

HL FINANCIAL SERVICES LLC

1.78K

Mar 31, 19

-2.79K

0.00%

Live Your Vision, LLC

714

Mar 31, 19

-1

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

8.31K

Dec 31, 18

+20

0.01%

COMERICA SECURITIES INC

7.34K

Dec 31, 18

+84

0.01%

MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

2.98K

Dec 31, 18

-200

0.00%

Palo Capital, Inc.

Dec 31, 18

-1.38K

Zions Bancorporation

4.59K

Sep 30, 18

+4.59K

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

1.49K

Sep 30, 18

-79

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

-54

Edge Advisors, LLC

1.09K

Jun 30, 18

+530

0.00%

XML SECURITIES, LLC

1.23K

Mar 31, 18

+1.23K

0.00%

Allegis Investment Advisors, LLC

Mar 31, 18

-1.86K

Oak Point Wealth Management

Mar 31, 18

-338

GFS Private Wealth, LLC

43.13K

Dec 31, 17

+43.13K

0.03%

SII INVESTMENTS INC/WI

4.08K

Dec 31, 17

-3.18K

0.00%

MPI INVESTMENT MANAGEMENT, INC.

2.21K

Dec 31, 17

+2.21K

0.00%

IFC Holdings Incorporated/FL

1.30K

Dec 31, 17

-96

0.00%

BB&T INVESTMENT SERVICES, INC.

785

Dec 31, 17

0.00%

WealthShield, LLC

117

Dec 31, 17

+117

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-12.56K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-7.08K

HUTCHENS INVESTMENT MANAGEMENT INC

Dec 31, 17

-2.50K

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

15.39K

Sep 30, 17

0.01%

RAY GERALD L & ASSOCIATES LTD

7.41K

Sep 30, 17

0.01%

BANCORPSOUTH INC

5.00K

Sep 30, 17

0.00%

GIRARD SECURITIES, INC.

Sep 30, 17

-2.46K

Commonwealth Equity Services, Inc

125.56K

Jun 30, 17

+3.05K

0.10%

Kissinger Financial Services LLC

19.16K

Jun 30, 17

-154

0.02%

WFG Advisors, LP

2.03K

Jun 30, 17

+892

0.00%

Independent Portfolio Consultants, Inc.

1.06K

Jun 30, 17

+1.06K

0.00%

TIAA CREF TRUST CO FSB/MO

203.50K

Mar 31, 17

-569

0.16%

FIRST FINANCIAL EQUITY CORPORATION

24.25K

Mar 31, 17

+24.25K

0.02%

CT Financial Advisors LLC

7.72K

Mar 31, 17

-3

0.01%

MSI Financial Services Inc

39.15K

Dec 31, 16

+622

0.03%

HIGH POINT BANK & TRUST CO

30.24K

Dec 31, 16

0.02%

Braver Wealth Management, LLC

16.38K

Dec 31, 16

+4.09K

0.01%

Argentus Capital Management, LLC

Dec 31, 16

-7

WESTPORT RESOURCES MANAGEMENT INC

1.07K

Sep 30, 16

0.00%

Investors Capital Advisory Services

8.55K

Jun 30, 16

-1.54K

0.01%

VSR Financial Services, Inc.

3.21K

Jun 30, 16

-5.09K

0.00%

SOCIETE GENERALE

1.91K

Jun 30, 16

+1.91K

0.00%

Alerus Investment Advisors Corp

4.97K

Mar 31, 16

-299

0.00%

Gupta Wealth Management LLC

788

Mar 31, 16

-91

0.00%

IBBOTSON ASSOCIATES INC

54.00K

Dec 31, 15

-6.14K

0.04%

SIMMONS FIRST TRUST CO NA

20.75K

Dec 31, 15

-374

0.02%

Pinnacle Summer Investments, Inc.

19.49K

Dec 31, 15

+769

0.02%

CITY NATIONAL BANK

38.78K

Sep 30, 15

-2.63K

0.03%

Aris Wealth Services, Inc.

537

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

992.05K

Jun 30, 15

+160.11K

0.78%

BAIRD ROBERT W & CO INC /WI/

32.95K

Mar 31, 15

+4.94K

0.03%

BOSTON PRIVATE BANK & TRUST CO

Mar 31, 15

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

Mar 31, 15

0.00%

CONCORD ASSET MANAGEMENT LLC

57.06K

Dec 31, 14

+275

0.04%

NEW ENGLAND SECURITIES CORP /MA/

21.40K

Dec 31, 14

+2.01K

0.02%

Placemark Investments, Inc.

11.89K

Dec 31, 14

-825

0.01%

Perimeter Capital Partners, LLC

Dec 31, 14

-79.71K

UBS AG

502.01K

Sep 30, 14

-61.56K

0.39%

Perimeter Capital Partners, LLC

79.71K

Sep 30, 14

+79.71K

0.06%

McAdams Wright Ragen, Inc.

7.51K

Sep 30, 14

-2

0.01%

1919 Investment Counsel, LLC

6.05K

Sep 30, 14

-11.09K

0.00%

Stifel Trust Company, N.A.

1.58K

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

6.02K

Jun 30, 14

-14.01K

0.00%

Global Index Advisors Inc

157

Jun 30, 14

+157

0.00%

SIGNET MANAGEMENT USA, LLC

604

Dec 31, 13

+604

0.00%

STIFEL NICOLAUS & CO INC \MO\

19.25K

Sep 30, 13

+1.32K

0.02%

First Allied Securities, Inc.

2.37K

Jun 30, 12

+100

0.00%

MERRIMAN, LLC

20.01K

Sep 30, 11

+135

0.02%

NOLLENBERGER CAPITAL PARTNERS INC

6.41K

Dec 31, 10

+477

0.01%