Vanguard FTSE All-World ex-US ETF(VEU)

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Vanguard FTSE All-World ex-US ETF(VEU)

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$82.72—

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VEU(VEU)

VEU

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

34.57M

Mar 31, 26

+1.48M

3.05%

MORGAN STANLEY

25.29M

Mar 31, 26

+2.65M

2.23%

NORTHERN TRUST CORP

17.53M

Mar 31, 26

+509.15K

1.55%

ENVESTNET ASSET MANAGEMENT INC

10.82M

Mar 31, 26

+617.46K

0.95%

Sanders Capital, LLC

9.98M

Mar 31, 26

+3.52M

0.88%

WELLS FARGO & COMPANY/MN

9.51M

Mar 31, 26

+583.14K

0.84%

UBS Group AG

8.36M

Mar 31, 26

+1.65M

0.74%

PNC FINANCIAL SERVICES GROUP, INC.

8.25M

Mar 31, 26

+238.47K

0.73%

FORVIS Wealth Advisors, LLC

7.55M

Mar 31, 26

+122.31K

0.67%

RAYMOND JAMES FINANCIAL INC

6.56M

Mar 31, 26

+287.11K

0.58%

Diversified Trust Co

5.54M

Mar 31, 26

+294.50K

0.49%

CBIZ Investment Advisory Services, LLC

5.35M

Mar 31, 26

-33.37K

0.47%

CIBC Asset Management Inc

4.86M

Mar 31, 26

+139.46K

0.43%

Kestra Investment Management, LLC

4.84M

Mar 31, 26

+1.95M

0.43%

Cresset Asset Management, LLC

4.59M

Mar 31, 26

+48.50K

0.40%

BLAIR WILLIAM & CO/IL

4.17M

Mar 31, 26

+1.46M

0.37%

Janney Montgomery Scott LLC

4.02M

Mar 31, 26

-19.36K

0.35%

Baird Financial Group, Inc.

3.81M

Mar 31, 26

+371.54K

0.34%

WestEnd Advisors, LLC

3.80M

Mar 31, 26

+54.80K

0.33%

LPL Financial LLC

3.72M

Mar 31, 26

+295.06K

0.33%

HighTower Advisors, LLC

3.65M

Mar 31, 26

-29.08K

0.32%

Cerity Partners LLC

3.58M

Mar 31, 26

+459.47K

0.32%

STIFEL FINANCIAL CORP

3.56M

Mar 31, 26

+172.20K

0.31%

VANGUARD ADVISERS INC

3.51M

Mar 31, 26

+3.51M

0.31%

JONES FINANCIAL COMPANIES LLLP

3.47M

Mar 31, 26

+577.42K

0.31%

Summit Financial, LLC

3.45M

Mar 31, 26

+113.09K

0.30%

LINCOLN NATIONAL CORP

3.32M

Mar 31, 26

-71.31K

0.29%

Euclidean Capital LLC

3.24M

Mar 31, 26

+253.40K

0.29%

Choate Investment Advisors

3.10M

Mar 31, 26

+128.53K

0.27%

GOLDMAN SACHS GROUP INC

3.02M

Mar 31, 26

+757.77K

0.27%

BROWN ADVISORY INC

2.87M

Mar 31, 26

+221.58K

0.25%

JOHNSON INVESTMENT COUNSEL INC

2.79M

Mar 31, 26

+68.25K

0.25%

ROYAL BANK OF CANADA

2.28M

Mar 31, 26

+220.81K

0.20%

VICTORY CAPITAL MANAGEMENT INC

2.26M

Mar 31, 26

+64.74K

0.20%

HOWLAND CAPITAL MANAGEMENT LLC

2.15M

Mar 31, 26

+123.03K

0.19%

Rockefeller Capital Management L.P.

2.13M

Mar 31, 26

+156.86K

0.19%

CAPTRUST FINANCIAL ADVISORS

2.13M

Mar 31, 26

-9.64K

0.19%

TRUIST FINANCIAL CORP

2.07M

Mar 31, 26

-193.08K

0.18%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.84M

Mar 31, 26

-14.20K

0.16%

SCHRODER INVESTMENT MANAGEMENT GROUP

1.80M

Mar 31, 26

+826.22K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

1.62M

Mar 31, 26

-29.27K

0.14%

CI Private Wealth, LLC

1.57M

Mar 31, 26

-59.84K

0.14%

Strid Group, LLC

1.53M

Mar 31, 26

-144.49K

0.13%

LAIRD NORTON TRUST COMPANY, LLC

1.49M

Mar 31, 26

+81.71K

0.13%

Voya Financial Advisors, Inc.

1.48M

Mar 31, 26

+23.33K

0.13%

US BANCORP \DE\

1.47M

Mar 31, 26

+102.09K

0.13%

Creative Planning

1.47M

Mar 31, 26

+69.80K

0.13%

JPMORGAN CHASE & CO

1.45M

Mar 31, 26

+219.64K

0.13%

HARDING LOEVNER LP

1.40M

Mar 31, 26

-519.36K

0.12%

ADVISOR GROUP HOLDINGS, INC.

1.30M

Mar 31, 26

+436.14K

0.12%

Cetera Investment Advisers

1.28M

Mar 31, 26

+891

0.11%

Wealthspire Advisors, LLC

1.27M

Mar 31, 26

+48.28K

0.11%

MEANS INVESTMENT CO., INC.

1.26M

Mar 31, 26

-4.07K

0.11%

Glassman Wealth Services

1.16M

Mar 31, 26

+11.89K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.12M

Mar 31, 26

+126.13K

0.10%

J.Safra Asset Management Corp

1.09M

Mar 31, 26

+40.63K

0.10%

AMERIPRISE FINANCIAL INC

1.08M

Mar 31, 26

+131.56K

0.09%

PINNACLE ASSOCIATES LTD

1.06M

Mar 31, 26

+40.59K

0.09%

HB Wealth Management, LLC

1.02M

Mar 31, 26

-3.27K

0.09%

Karpus Management, Inc.

976.72K

Mar 31, 26

+53.47K

0.09%

WEALTHCARE CAPITAL MANAGEMENT LLC

949.68K

Mar 31, 26

-10.44K

0.08%

CWM, LLC

937.62K

Mar 31, 26

+60.65K

0.08%

Cardinal Point Capital Management, ULC

904.87K

Mar 31, 26

+90.29K

0.08%

M Holdings Securities, Inc.

896.34K

Mar 31, 26

-75.97K

0.08%

NewSquare Capital LLC

886.21K

Mar 31, 26

+15.57K

0.08%

Wharton Business Group, LLC

881.72K

Mar 31, 26

-92.53K

0.08%

Waverly Advisors, LLC

876.46K

Mar 31, 26

+35.50K

0.08%

Nicholas Hoffman & Company, LLC.

822.51K

Mar 31, 26

+6.17K

0.07%

Flower City Capital

818.25K

Mar 31, 26

+23.01K

0.07%

MML INVESTORS SERVICES, LLC

801.53K

Mar 31, 26

-114.53K

0.07%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

791.80K

Mar 31, 26

-44.63K

0.07%

Compton Wealth Advisory Group, LLC

745.67K

Mar 31, 26

-11.67K

0.07%

Madison Asset Management, LLC

737.91K

Mar 31, 26

+240.78K

0.07%

MONETA GROUP INVESTMENT ADVISORS LLC

735.26K

Mar 31, 26

-11.41K

0.06%

NISA INVESTMENT ADVISORS, LLC

729.00K

Mar 31, 26

-7.82K

0.06%

Dunhill Financial, LLC

728.62K

Mar 31, 26

+77.13K

0.06%

SAGE FINANCIAL GROUP INC

724.91K

Mar 31, 26

+60.08K

0.06%

St. Louis Trust Co

724.40K

Mar 31, 26

-8.88K

0.06%

Efficient Advisors, LLC

723.49K

Mar 31, 26

-157.06K

0.06%

MATHER GROUP, LLC.

722.61K

Mar 31, 26

-20.40K

0.06%

CULLEN/FROST BANKERS, INC.

721.96K

Mar 31, 26

-7.60K

0.06%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

721.40K

Mar 31, 26

+41.06K

0.06%

F/M Investments LLC

721.10K

Mar 31, 26

+593.89K

0.06%

ASSETMARK, INC

693.56K

Mar 31, 26

-21.81K

0.06%

Blankinship & Foster, LLC

665.21K

Mar 31, 26

+17.97K

0.06%

BRIDGES INVESTMENT MANAGEMENT INC

662.14K

Mar 31, 26

+18.43K

0.06%

Topsail Wealth Management, LLC

644.31K

Mar 31, 26

-4.67K

0.06%

Verus Financial Partners, Inc.

643.77K

Mar 31, 26

-3.54K

0.06%

Valmark Advisers, Inc.

640.49K

Mar 31, 26

-3.05K

0.06%

Pasadena Private Wealth, LLC

639.17K

Mar 31, 26

-78.35K

0.06%

Colony Group, LLC

630.99K

Mar 31, 26

+26.66K

0.06%

FIFTH THIRD BANCORP

623.53K

Mar 31, 26

+169.77K

0.05%

Federation des caisses Desjardins du Quebec

609.93K

Mar 31, 26

-80.63K

0.05%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

602.82K

Mar 31, 26

+6.46K

0.05%

Evercore Wealth Management, LLC

601.16K

Mar 31, 26

+217.92K

0.05%

BIP Wealth, LLC

596.15K

Mar 31, 26

-45.22K

0.05%

Wrenne Financial Planning LLC

565.86K

Mar 31, 26

+20.13K

0.05%

McCarthy Grittinger Financial Group, LLC

556.53K

Mar 31, 26

-7.37K

0.05%

Vanguard National Trust Co

549.61K

Mar 31, 26

+549.61K

0.05%

BANK OF MONTREAL /CAN/

545.60K

Mar 31, 26

+73.98K

0.05%

Caprock Group, LLC

544.18K

Mar 31, 26

+33.11K

0.05%

Cambridge Investment Research Advisors, Inc.

542.49K

Mar 31, 26

-8.72K

0.05%

BAILARD, INC.

540.19K

Mar 31, 26

-505

0.05%

DAVIS R M INC

531.34K

Mar 31, 26

+13.22K

0.05%

5th Street Advisors, LLC

528.20K

Mar 31, 26

+18.50K

0.05%

Pinnacle Wealth Management Advisory Group, LLC

525.95K

Mar 31, 26

+30.69K

0.05%

Performa Ltd (US), LLC

517.81K

Mar 31, 26

+127.21K

0.05%

Kestra Advisory Services, LLC

516.11K

Mar 31, 26

+128.84K

0.05%

LRI Investments, LLC

515.28K

Mar 31, 26

+6.45K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

513.92K

Mar 31, 26

+6.62K

0.05%

THREADGILL FINANCIAL, LLC

504.56K

Mar 31, 26

+149.61K

0.04%

Mariner, LLC

495.70K

Mar 31, 26

+97.86K

0.04%

Standpoint Asset Management, LLC

492.30K

Mar 31, 26

-17.90K

0.04%

SENTINEL TRUST CO LBA

488.18K

Mar 31, 26

-63

0.04%

AQR CAPITAL MANAGEMENT LLC

479.52K

Mar 31, 26

+51.02K

0.04%

Charter Oak Capital Management, LLC

474.94K

Mar 31, 26

-38.28K

0.04%

Stonebridge Capital Advisors LLC

474.76K

Mar 31, 26

+101.50K

0.04%

ALLIANCEBERNSTEIN L.P.

467.88K

Mar 31, 26

+368.17K

0.04%

Luminvest Wealth Management LLC

467.86K

Mar 31, 26

+6.01K

0.04%

Leonard Rickey Investment Advisors P.L.L.C.

461.12K

Mar 31, 26

-5.76K

0.04%

ALBION FINANCIAL GROUP /UT

442.37K

Mar 31, 26

+2.90K

0.04%

Sage Financial Management Group, Inc.

441.13K

Mar 31, 26

-4.33K

0.04%

BLUESTEM FINANCIAL ADVISORS, LLC

436.04K

Mar 31, 26

+6.44K

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

435.84K

Mar 31, 26

+12.19K

0.04%

Mullooly Asset Management, Inc.

430.76K

Mar 31, 26

-4.03K

0.04%

Bank of New York Mellon Corp

427.08K

Mar 31, 26

-29.75K

0.04%

Roble, Belko & Company, Inc

413.03K

Mar 31, 26

-12.07K

0.04%

Avion Wealth

412.87K

Mar 31, 26

+43.03K

0.04%

Savant Capital, LLC

402.32K

Mar 31, 26

+4.24K

0.04%

FC Advisory LLC

396.43K

Mar 31, 26

-5.12K

0.03%

Somnio Financial Group, LLC

395.43K

Mar 31, 26

-910

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

392.27K

Mar 31, 26

-4.32K

0.03%

Destination Wealth Management

391.61K

Mar 31, 26

+391.61K

0.03%

Wealthcare Advisory Partners LLC

391.06K

Mar 31, 26

+58.29K

0.03%

Granby Capital Management, LLC

390.00K

Mar 31, 26

-18.00K

0.03%

ASSOCIATED BANC-CORP

385.31K

Mar 31, 26

+56.21K

0.03%

FMR LLC

380.33K

Mar 31, 26

+80.29K

0.03%

AGF MANAGEMENT LTD

377.98K

Mar 31, 26

+1.29K

0.03%

FIRST HORIZON CORP

372.20K

Mar 31, 26

+39.66K

0.03%

Pathstone Holdings, LLC

371.26K

Mar 31, 26

+18.07K

0.03%

Fundamentum, LLC

369.85K

Mar 31, 26

-8.62K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

365.30K

Mar 31, 26

-152.44K

0.03%

Van Cleef Asset Management,Inc

363.15K

Mar 31, 26

-3.36K

0.03%

Telos Capital Management, Inc.

355.79K

Mar 31, 26

+3.08K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

354.20K

Mar 31, 26

+166.57K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

350.93K

Mar 31, 26

-10.33K

0.03%

Envestnet Portfolio Solutions, Inc.

348.05K

Mar 31, 26

-76.74K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

347.82K

Mar 31, 26

+20.60K

0.03%

WHITTIER TRUST CO

341.67K

Mar 31, 26

+8.17K

0.03%

M&T BANK CORP

340.38K

Mar 31, 26

-76.09K

0.03%

FIRST AMERICAN TRUST, FSB

338.07K

Mar 31, 26

+273.15K

0.03%

Main Management LLC

334.26K

Mar 31, 26

+85.36K

0.03%

BESSEMER GROUP INC

333.71K

Mar 31, 26

-11.28K

0.03%

Allworth Financial LP

333.19K

Mar 31, 26

+4.99K

0.03%

ASPIRIANT, LLC

332.98K

Mar 31, 26

-82

0.03%

BLB&B Advisors, LLC

332.91K

Mar 31, 26

+5.87K

0.03%

Newton One Investments LLC

330.13K

Mar 31, 26

-36.50K

0.03%

River Wealth Advisors LLC

327.77K

Mar 31, 26

+79.05K

0.03%

Optas, LLC

327.07K

Mar 31, 26

+1.45K

0.03%

Stonehage Fleming Financial Services Holdings Ltd

321.99K

Mar 31, 26

+69.86K

0.03%

DAVENPORT & Co LLC

320.97K

Mar 31, 26

+23.86K

0.03%

Clear Harbor Asset Management, LLC

304.96K

Mar 31, 26

+1.90K

0.03%

NATIXIS ADVISORS, L.P.

304.03K

Mar 31, 26

+13.13K

0.03%

Firestone Capital Management

292.12K

Mar 31, 26

+14.71K

0.03%

Boston Standard Wealth Management, LLC

292.11K

Mar 31, 26

-5.58K

0.03%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

291.33K

Mar 31, 26

+40.73K

0.03%

PARK AVENUE SECURITIES LLC

289.69K

Mar 31, 26

+48.18K

0.03%

DEFINE FINANCIAL, LLC

286.39K

Mar 31, 26

+4.07K

0.03%

CKW FINANCIAL GROUP

284.32K

Mar 31, 26

-5.97K

0.03%

HALL CAPITAL MANAGEMENT CO INC

277.28K

Mar 31, 26

+43.05K

0.02%

Five Pine Wealth Management

275.15K

Mar 31, 26

-3.74K

0.02%

BERKSHIRE ASSET MANAGEMENT LLC/PA

270.02K

Mar 31, 26

+16.65K

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

268.69K

Mar 31, 26

+12.62K

0.02%

Sandy Cove Advisors, LLC

268.31K

Mar 31, 26

+27.19K

0.02%

TL Private Wealth

266.88K

Mar 31, 26

-4.10K

0.02%

MB, LEVIS & ASSOCIATES, LLC

265.81K

Mar 31, 26

+310

0.02%

Beacon Wealthcare LLC

262.15K

Mar 31, 26

+1.23K

0.02%

Chesley Taft & Associates LLC

261.54K

Mar 31, 26

-389

0.02%

Harel Insurance Investments & Financial Services Ltd.

257.14K

Mar 31, 26

-63.09K

0.02%

Ballentine Partners, LLC

254.68K

Mar 31, 26

+20.94K

0.02%

STEPHENS INC /AR/

254.34K

Mar 31, 26

+2.84K

0.02%

ETF Portfolio Partners, Inc.

253.96K

Mar 31, 26

+5.37K

0.02%

Lido Advisors, LLC

251.08K

Mar 31, 26

-19.59K

0.02%

Joel Isaacson & Co., LLC

248.72K

Mar 31, 26

+2.55K

0.02%

NewEdge Wealth, LLC

247.16K

Mar 31, 26

+46.00K

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

244.19K

Mar 31, 26

+21.89K

0.02%

Empower Advisory Group, LLC

243.93K

Mar 31, 26

-53.91K

0.02%

Ballast, Inc.

243.79K

Mar 31, 26

+713

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

236.76K

Mar 31, 26

+90.06K

0.02%

Coston, McIsaac & Partners

236.13K

Mar 31, 26

+10.40K

0.02%

WOODMONT INVESTMENT COUNSEL LLC

234.92K

Mar 31, 26

+1.57K

0.02%

Beacon Pointe Advisors, LLC

233.61K

Mar 31, 26

+117.21K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

225.69K

Mar 31, 26

+4.46K

0.02%

DRW Securities, LLC

225.06K

Mar 31, 26

+108.66K

0.02%

SouthState Corp

224.41K

Mar 31, 26

-14.99K

0.02%

WESBANCO BANK INC

222.80K

Mar 31, 26

+1.58K

0.02%

WASHINGTON TRUST Co

216.41K

Mar 31, 26

+23.36K

0.02%

JMG Financial Group, Ltd.

214.46K

Mar 31, 26

-6.16K

0.02%

Dakota Wealth Management

212.53K

Mar 31, 26

+17.01K

0.02%

NewEdge Advisors, LLC

212.30K

Mar 31, 26

-16.46K

0.02%

Scissortail Wealth Management, LLC

211.23K

Mar 31, 26

-8.99K

0.02%

Journey Beyond Wealth, LLC

210.25K

Mar 31, 26

-32.79K

0.02%

MAI Capital Management

210.16K

Mar 31, 26

+5.88K

0.02%

Baltimore-Washington Financial Advisors, Inc.

208.40K

Mar 31, 26

+15.39K

0.02%

LaSalle St. Investment Advisors, LLC

207.37K

Mar 31, 26

-1.44K

0.02%

Clearstead Advisors, LLC

207.36K

Mar 31, 26

+121.56K

0.02%

AXIS CAPITAL HOLDINGS LTD

207.15K

Mar 31, 26

+60.79K

0.02%

Independent Advisor Alliance

201.88K

Mar 31, 26

+201.88K

0.02%

Astoria Strategic Wealth, Inc.

201.62K

Mar 31, 26

-5.27K

0.02%

Wealthfront Advisers LLC

200.41K

Mar 31, 26

+57.67K

0.02%

Avalon Advisory Group

200.40K

Mar 31, 26

+4.48K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

199.89K

Mar 31, 26

+168.07K

0.02%

AMG National Trust Bank

199.45K

Mar 31, 26

+15.60K

0.02%

Resources Investment Advisors, LLC.

197.02K

Mar 31, 26

-50.58K

0.02%

Badgley Phelps Wealth Managers, LLC

196.05K

Mar 31, 26

-948

0.02%

AlphaCore Capital LLC

195.60K

Mar 31, 26

-2.38K

0.02%

FIRST NATIONAL BANK OF OMAHA

195.58K

Mar 31, 26

-6.25K

0.02%

Triune Financial Partners, LLC

194.56K

Mar 31, 26

-8.74K

0.02%

Sanctuary Advisors, LLC

194.48K

Mar 31, 26

-3.85K

0.02%

Hillcrest Wealth Advisors - NY, LLC

192.98K

Mar 31, 26

-50

0.02%

Circle Wealth Management, LLC

192.70K

Mar 31, 26

0.02%

Quantinno Capital Management LP

192.21K

Mar 31, 26

+41.03K

0.02%

Williams Financial, LLC

190.26K

Mar 31, 26

-2.86K

0.02%

Wedmont Private Capital

189.59K

Mar 31, 26

+95.64K

0.02%

Stratos Wealth Advisors, LLC

182.94K

Mar 31, 26

+2.88K

0.02%

Berkeley Capital Partners, LLC

182.63K

Mar 31, 26

+50.68K

0.02%

Compass Planning Associates Inc

182.41K

Mar 31, 26

+13.04K

0.02%

D.A. DAVIDSON & CO.

179.20K

Mar 31, 26

-21.24K

0.02%

SCS Capital Management LLC

178.94K

Mar 31, 26

-2.36K

0.02%

Pinnacle Financial Group, LLC / IL

173.77K

Mar 31, 26

+13.62K

0.02%

Twelve Points Wealth Management LLC

171.31K

Mar 31, 26

+4.60K

0.02%

QUEST INVESTMENT MANAGEMENT LLC

169.77K

Mar 31, 26

+4.90K

0.01%

RMB Capital Management, LLC

168.20K

Mar 31, 26

+5.65K

0.01%

VERITY Wealth Advisors

161.48K

Mar 31, 26

-2.03K

0.01%

Idaho Trust Bank

161.36K

Mar 31, 26

+11.55K

0.01%

Ifrah Financial Services, Inc.

159.82K

Mar 31, 26

-6.40K

0.01%

Accredited Investors Inc.

159.44K

Mar 31, 26

+9.88K

0.01%

Allspring Global Investments Holdings, LLC

159.02K

Mar 31, 26

-71.78K

0.01%

HERITAGE INVESTORS MANAGEMENT CORP

158.32K

Mar 31, 26

-2.30K

0.01%

SEEDS INVESTOR LLC

155.39K

Mar 31, 26

-14.54K

0.01%

Farther Finance Advisors, LLC

154.44K

Mar 31, 26

+16.38K

0.01%

VSM Wealth Advisory, LLC

154.39K

Mar 31, 26

-314

0.01%

Main Street Group, LTD

153.92K

Mar 31, 26

+153.92K

0.01%

BAHL & GAYNOR INC

153.84K

Mar 31, 26

+12.66K

0.01%

Gotham Asset Management, LLC

152.54K

Mar 31, 26

+83.84K

0.01%

TIFF ADVISORY SERVICES INC

152.01K

Mar 31, 26

+152.01K

0.01%

Equitable Holdings, Inc.

150.49K

Mar 31, 26

+12.65K

0.01%

BNP PARIBAS ARBITRAGE, SNC

149.43K

Mar 31, 26

+22.97K

0.01%

OLIO Financial Planning

145.68K

Mar 31, 26

+2.32K

0.01%

WHITTIER TRUST CO OF NEVADA INC

144.92K

Mar 31, 26

-2.48K

0.01%

RETIREMENT FINANCIAL SOLUTIONS, LLC

143.46K

Mar 31, 26

+143.46K

0.01%

TruWealth Advisors, LLC

143.08K

Mar 31, 26

-5.39K

0.01%

BlackRock, Inc.

142.58K

Mar 31, 26

-508.59K

0.01%

Atria Investments, Inc

141.82K

Mar 31, 26

-12.24K

0.01%

Pure Financial Advisors, LLC

141.31K

Mar 31, 26

+3.12K

0.01%

Kovack Advisors, Inc.

141.29K

Mar 31, 26

+122.47K

0.01%

CHATHAM CAPITAL GROUP, INC.

140.75K

Mar 31, 26

+1.50K

0.01%

Steward Partners Investment Advisory, LLC

140.22K

Mar 31, 26

+15.07K

0.01%

Discipline Wealth Solutions, LLC

139.44K

Mar 31, 26

+123.44K

0.01%

Cherry Tree Wealth Management, LLC

139.11K

Mar 31, 26

-2.27K

0.01%

Financial Engines Advisors L.L.C.

137.34K

Mar 31, 26

-143

0.01%

BALANCED WEALTH GROUP LLC

135.69K

Mar 31, 26

+1.86K

0.01%

One Capital Management, LLC

133.09K

Mar 31, 26

-2.16K

0.01%

Migdal Insurance & Financial Holdings Ltd.

132.56K

Mar 31, 26

+60.17K

0.01%

NORTHEAST INVESTMENT MANAGEMENT

129.44K

Mar 31, 26

+54.49K

0.01%

Financial Management Professionals, Inc.

129.01K

Mar 31, 26

-767

0.01%

Coastal Bridge Advisors, LLC

128.47K

Mar 31, 26

+436

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

128.21K

Mar 31, 26

+9.20K

0.01%

Beaird Harris Wealth Management, LLC

127.13K

Mar 31, 26

-4.99K

0.01%

Kraft, Davis & Associates, LLC

124.86K

Mar 31, 26

+2.76K

0.01%

COMMERCE BANK

124.07K

Mar 31, 26

+6.04K

0.01%

Sequoia Financial Advisors, LLC

122.65K

Mar 31, 26

+23.62K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

119.59K

Mar 31, 26

+4.75K

0.01%

Apella Capital, LLC

119.45K

Mar 31, 26

-2.43K

0.01%

Quantum Capital Management, LLC / NJ

119.27K

Mar 31, 26

-3.62K

0.01%

TI-TRUST, INC

118.75K

Mar 31, 26

+679

0.01%

Perigon Wealth Management, LLC

116.91K

Mar 31, 26

+1.19K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

114.71K

Mar 31, 26

-1.46K

0.01%

LAM GROUP, INC.

114.19K

Mar 31, 26

0.01%

Hartmann Taylor Wealth Management, LLC

113.37K

Mar 31, 26

+3.99K

0.01%

WELCH & FORBES LLC

112.58K

Mar 31, 26

+1.77K

0.01%

Advisory Services Network, LLC

112.31K

Mar 31, 26

+7.55K

0.01%

WBH ADVISORY INC

112.28K

Mar 31, 26

+63

0.01%

Balentine LLC

112.03K

Mar 31, 26

0.01%

Richmond Investment Services, LLC

110.43K

Mar 31, 26

-25.97K

0.01%

Columbia River Financial Group, LLC

109.08K

Mar 31, 26

+3.69K

0.01%

PDS Planning, Inc

108.87K

Mar 31, 26

+2.04K

0.01%

Centennial Bank/AR/

106.57K

Mar 31, 26

+17.19K

0.01%

Grange Capital, LLC

106.30K

Mar 31, 26

+5.77K

0.01%

BRAVE ASSET MANAGEMENT INC

105.61K

Mar 31, 26

+5.12K

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

105.43K

Mar 31, 26

0.01%

PFG Advisors

104.68K

Mar 31, 26

+2.48K

0.01%

Baker Avenue Asset Management, LP

104.52K

Mar 31, 26

+104.52K

0.01%

Goldstone Financial Group, LLC

103.91K

Mar 31, 26

-23.94K

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

101.96K

Mar 31, 26

+5.81K

0.01%

Agate Pass Investment Management, LLC

101.74K

Mar 31, 26

-1.08K

0.01%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

101.66K

Mar 31, 26

-445.48K

0.01%

BARRETT & COMPANY, INC.

101.35K

Mar 31, 26

+2.72K

0.01%

ADVOCATE GROUP LLC

101.01K

Mar 31, 26

+11.09K

0.01%

Buckingham Strategic Partners

100.57K

Mar 31, 26

-685

0.01%

Fee-Only Financial Planning, L.C.

100.18K

Mar 31, 26

-232

0.01%

CHILTON INVESTMENT CO INC.

99.29K

Mar 31, 26

+99.29K

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

99.23K

Mar 31, 26

-16.82K

0.01%

Hughes Financial Services, LLC

99.16K

Mar 31, 26

-364

0.01%

Trust Point Inc.

98.43K

Mar 31, 26

-41.57K

0.01%

QRG CAPITAL MANAGEMENT, INC.

98.28K

Mar 31, 26

+5.64K

0.01%

Archvest Wealth Advisors, Inc.

97.93K

Mar 31, 26

-8.53K

0.01%

Avidian Wealth Solutions, LLC

97.61K

Mar 31, 26

-819

0.01%

Freestone Capital Holdings, LLC

97.22K

Mar 31, 26

-2.48K

0.01%

Cartesian Growth Corp

95.33K

Mar 31, 26

+11.18K

0.01%

TOWER BRIDGE ADVISORS

95.23K

Mar 31, 26

+95.23K

0.01%

ESG Planning

94.27K

Mar 31, 26

-13

0.01%

Breakwater Investment Management

94.19K

Mar 31, 26

+670

0.01%

Industrial Alliance Investment Management Inc.

94.14K

Mar 31, 26

0.01%

SIMON QUICK ADVISORS, LLC

93.75K

Mar 31, 26

-5.33K

0.01%

VestGen Advisors, LLC

93.58K

Mar 31, 26

+83.63K

0.01%

Virtue Capital Management, LLC

93.50K

Mar 31, 26

+29.57K

0.01%

MorganRosel Wealth Management, LLC

93.36K

Mar 31, 26

-14.00K

0.01%

FRANKLIN RESOURCES INC

92.19K

Mar 31, 26

+3.13K

0.01%

IFP Advisors, Inc

92.09K

Mar 31, 26

-2.73K

0.01%

NORTH STAR ASSET MANAGEMENT INC

91.94K

Mar 31, 26

+450

0.01%

Modern Wealth Management, LLC

91.49K

Mar 31, 26

-6.12K

0.01%

Platt Investment Counsel, LLC

90.54K

Mar 31, 26

+90.54K

0.01%

NWAM LLC

90.26K

Mar 31, 26

-191

0.01%

CacheTech Inc.

89.82K

Mar 31, 26

-1.60K

0.01%

TD Waterhouse Canada Inc.

89.21K

Mar 31, 26

+41.01K

0.01%

BURLING WEALTH PARTNERS, LLC

89.03K

Mar 31, 26

+14.81K

0.01%

NFP Retirement, Inc.

88.03K

Mar 31, 26

+6.41K

0.01%

Indie Asset Partners, LLC

87.86K

Mar 31, 26

+7.04K

0.01%

Sightline Wealth Advisors, LLC

87.83K

Mar 31, 26

+25.14K

0.01%

CITIGROUP INC

87.36K

Mar 31, 26

+10.76K

0.01%

Integrated Advisors Network LLC

86.85K

Mar 31, 26

+1.76K

0.01%

Tennessee Valley Asset Management Partners

86.27K

Mar 31, 26

+2.19K

0.01%

Apollon Wealth Management, LLC

85.16K

Mar 31, 26

+24.74K

0.01%

Adams Wealth Management

85.00K

Mar 31, 26

-2.19K

0.01%

Arkadios Wealth Advisors

84.21K

Mar 31, 26

+34.67K

0.01%

MeadowBrook Investment Advisors LLC

83.98K

Mar 31, 26

+1.18K

0.01%

HUNTINGTON NATIONAL BANK

83.21K

Mar 31, 26

-1.85K

0.01%

Beaumont Asset Management, L.L.C.

83.08K

Mar 31, 26

+19.50K

0.01%

BBR PARTNERS, LLC

82.26K

Mar 31, 26

-1.48K

0.01%

IMA Wealth, Inc.

80.84K

Mar 31, 26

+660

0.01%

HSBC HOLDINGS PLC

79.80K

Mar 31, 26

-280

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

77.80K

Mar 31, 26

+1.19K

0.01%

OLD MISSION CAPITAL LLC

77.48K

Mar 31, 26

-198.87K

0.01%

Compass Ion Advisors, LLC

77.21K

Mar 31, 26

-552

0.01%

Watershed Asset Management, L.L.C.

75.74K

Mar 31, 26

0.01%

Black Diamond Financial, LLC

75.73K

Mar 31, 26

+4.24K

0.01%

Concurrent Investment Advisors, LLC

75.72K

Mar 31, 26

+14.21K

0.01%

Turtle Creek Wealth Advisors, LLC

75.45K

Mar 31, 26

+4.40K

0.01%

Facet Wealth, Inc.

75.36K

Mar 31, 26

+2.48K

0.01%

Wilson & Boucher Capital Management, LLC

75.01K

Mar 31, 26

+3.27K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

74.87K

Mar 31, 26

+49.98K

0.01%

CGN Advisors LLC

74.76K

Mar 31, 26

-1.39K

0.01%

Strategic Wealth Investment Group, LLC

74.64K

Mar 31, 26

+7.56K

0.01%

Private Advisor Group, LLC

74.47K

Mar 31, 26

+4.44K

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

73.50K

Mar 31, 26

+18.70K

0.01%

Gladwyn Financial Advisors, Inc.

73.04K

Mar 31, 26

-3.00K

0.01%

Pine Valley Investments Ltd Liability Co

72.08K

Mar 31, 26

+1.38K

0.01%

3Chopt Investment Partners, LLC

71.78K

Mar 31, 26

+1.07K

0.01%

Valley Financial Group, Inc.

71.42K

Mar 31, 26

-2.72K

0.01%

McKinley Carter Wealth Services, Inc.

70.96K

Mar 31, 26

-11.52K

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

69.57K

Mar 31, 26

+3.85K

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

69.47K

Mar 31, 26

+15.35K

0.01%

TCG Advisory Services, LLC

68.48K

Mar 31, 26

+53.88K

0.01%

Disciplined Investors, L.L.C.

68.46K

Mar 31, 26

+275

0.01%

Kingsview Wealth Management, LLC

68.31K

Mar 31, 26

+218

0.01%

Addis & Hill, Inc

67.83K

Mar 31, 26

+637

0.01%

Graves Light Lenhart Wealth, Inc.

67.75K

Mar 31, 26

-303

0.01%

Asset Allocation & Management Company, LLC

67.44K

Mar 31, 26

+9.59K

0.01%

Adviser Investments LLC

67.14K

Mar 31, 26

+5.49K

0.01%

Next Level Wealth Planning, LLC

67.12K

Mar 31, 26

-5.06K

0.01%

Portland Global Advisors LLC

66.55K

Mar 31, 26

0.01%

Trilogy Capital Inc.

66.25K

Mar 31, 26

+60.54K

0.01%

Simplicity Wealth,LLC

66.17K

Mar 31, 26

+3.56K

0.01%

Cadence Wealth Management LLC

66.10K

Mar 31, 26

-280

0.01%

SAWGRASS ASSET MANAGEMENT LLC

65.95K

Mar 31, 26

-38

0.01%

Creekside Partners

65.89K

Mar 31, 26

+4.10K

0.01%

RITHOLTZ WEALTH MANAGEMENT

65.46K

Mar 31, 26

-2.10K

0.01%

FIDUCIENT ADVISORS LLC

64.99K

Mar 31, 26

-3.47K

0.01%

NBC SECURITIES, INC.

64.95K

Mar 31, 26

+6.98K

0.01%

Advisor OS, LLC

64.36K

Mar 31, 26

+5.38K

0.01%

Ramiah Investment Group

63.87K

Mar 31, 26

+2.87K

0.01%

Allegiance Financial Group Advisory Services LLC

63.69K

Mar 31, 26

-9.21K

0.01%

GFS Advisors, LLC

63.56K

Mar 31, 26

-11.35K

0.01%

FIDUCIARY TRUST CO

63.16K

Mar 31, 26

-818

0.01%

Alta Advisers Ltd

63.04K

Mar 31, 26

-2.72K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

61.63K

Mar 31, 26

+61.63K

0.01%

Vise Technologies, Inc.

61.41K

Mar 31, 26

0.01%

Coastline Trust Co

61.35K

Mar 31, 26

+1.00K

0.01%

FAS Wealth Partners, Inc.

61.30K

Mar 31, 26

+59.74K

0.01%

Squarepoint Ops LLC

60.97K

Mar 31, 26

+34.36K

0.01%

Prospera Financial Services Inc

60.05K

Mar 31, 26

+3.68K

0.01%

SNS Financial Group, LLC

59.72K

Mar 31, 26

-1.15K

0.01%

Roundview Capital LLC

59.37K

Mar 31, 26

+10.19K

0.01%

Dorsey & Whitney Trust CO LLC

59.01K

Mar 31, 26

+1.72K

0.01%

Prospera Capital Management, LLC

58.21K

Mar 31, 26

+574

0.01%

Foundation Wealth Management, LLC\PA

57.93K

Mar 31, 26

-2.02K

0.01%

Mosaic Advisors LLC

57.70K

Mar 31, 26

0.01%

NATIONAL BANK OF CANADA /FI/

57.40K

Mar 31, 26

+7.04K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

57.21K

Mar 31, 26

+18.16K

0.01%

Stratos Wealth Partners, LTD.

57.06K

Mar 31, 26

+3.23K

0.01%

Northstar Group, Inc.

57.05K

Mar 31, 26

+3.48K

0.01%

DF DENT & CO INC

57.02K

Mar 31, 26

-1.40K

0.01%

GREENLEAF TRUST

56.09K

Mar 31, 26

-2.86K

0.00%

Professional Financial Advisors, LLC

55.88K

Mar 31, 26

+661

0.00%

Alpine Bank Wealth Management

55.70K

Mar 31, 26

0.00%

CIBC WORLD MARKET INC.

54.95K

Mar 31, 26

+2.03K

0.00%

Beaumont Capital Management, LLC

54.94K

Mar 31, 26

-1.33K

0.00%

JNBA Financial Advisors

54.86K

Mar 31, 26

-532

0.00%

HRT FINANCIAL LP

54.73K

Mar 31, 26

+54.73K

0.00%

Allen Investment Management LLC

54.63K

Mar 31, 26

+26.33K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

54.20K

Mar 31, 26

-724

0.00%

Summit Trail Advisors, LLC

54.15K

Mar 31, 26

+18.06K

0.00%

FIDUCIARY ADVISORS, INC.

54.12K

Mar 31, 26

+83

0.00%

INSIGNEO ADVISORY SERVICES, LLC

53.75K

Mar 31, 26

+14.98K

0.00%

TrueWealth Financial Partners

53.32K

Mar 31, 26

+53.32K

0.00%

Newman Dignan & Sheerar, Inc.

52.88K

Mar 31, 26

+2.75K

0.00%

Values Added Financial LLC

52.63K

Mar 31, 26

0.00%

HOWE & RUSLING INC

52.52K

Mar 31, 26

+5.19K

0.00%

Clark Asset Management, LLC

52.44K

Mar 31, 26

+458

0.00%

Aufman Associates Inc

52.25K

Mar 31, 26

-685

0.00%

Merit Financial Group, LLC

52.04K

Mar 31, 26

+12.90K

0.00%

Sage Mountain Advisors LLC

51.90K

Mar 31, 26

0.00%

CARRET ASSET MANAGEMENT, LLC

51.80K

Mar 31, 26

+4.50K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

51.77K

Mar 31, 26

+6.81K

0.00%

WEBSTER BANK, N. A.

51.25K

Mar 31, 26

+6.17K

0.00%

Parallel Advisors, LLC

51.14K

Mar 31, 26

+6.31K

0.00%

TD PRIVATE CLIENT WEALTH LLC

51.10K

Mar 31, 26

+6.36K

0.00%

DAYMARK WEALTH PARTNERS, LLC

50.97K

Mar 31, 26

+556

0.00%

HOWARD WEALTH MANAGEMENT, LLC

50.91K

Mar 31, 26

+4.60K

0.00%

London & Capital Asset Management Ltd

50.89K

Mar 31, 26

+2.29K

0.00%

Fermata Advisors, LLC

50.73K

Mar 31, 26

+29.60K

0.00%

Evanson Asset Management, LLC

50.44K

Mar 31, 26

+4.15K

0.00%

WASHINGTON GROWTH STRATEGIES LLC

50.33K

Mar 31, 26

-9.09K

0.00%

INTREPID FAMILY OFFICE LLC

50.00K

Mar 31, 26

0.00%

Integrated Wealth Concepts LLC

49.99K

Mar 31, 26

+7.31K

0.00%

Wealthcare Capital Partners, LLC

49.81K

Mar 31, 26

+74

0.00%

Farnam Financial LLC

49.73K

Mar 31, 26

+1.44K

0.00%

Abacus Planning Group, Inc.

49.69K

Mar 31, 26

+11.75K

0.00%

IEQ CAPITAL, LLC

49.51K

Mar 31, 26

-6.19K

0.00%

BRYN MAWR TRUST Co

49.50K

Mar 31, 26

+635

0.00%

Berkshire Bank

49.43K

Mar 31, 26

-2.09K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

48.70K

Mar 31, 26

-1.54K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

48.55K

Mar 31, 26

+7.04K

0.00%

MGO ONE SEVEN LLC

47.77K

Mar 31, 26

-654

0.00%

Klingman & Associates, LLC

47.60K

Mar 31, 26

-4.06K

0.00%

Upper Left Wealth Management, LLC

47.56K

Mar 31, 26

-3.75K

0.00%

Benchmark Financial Wealth Advisors, LLC

47.46K

Mar 31, 26

-5.63K

0.00%

Kendall Capital Management

47.15K

Mar 31, 26

+10.45K

0.00%

Sigma Planning Corp

47.02K

Mar 31, 26

+1.09K

0.00%

Bleakley Financial Group, LLC

46.91K

Mar 31, 26

+184

0.00%

Cloud Capital Management, LLC

46.74K

Mar 31, 26

-1.06K

0.00%

Security Financial Services, INC.

46.18K

Mar 31, 26

-1.20K

0.00%

Golden State Equity Partners

45.49K

Mar 31, 26

+34.42K

0.00%

First PREMIER Bank

45.37K

Mar 31, 26

-6.94K

0.00%

Ironwood Financial, llc

45.31K

Mar 31, 26

+3.93K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

44.85K

Mar 31, 26

+1.23K

0.00%

Lansing Street Advisors

44.75K

Mar 31, 26

-401

0.00%

Patten Group, Inc.

44.56K

Mar 31, 26

+1.59K

0.00%

Tortoise Investment Management, LLC

44.25K

Mar 31, 26

-726

0.00%

Mayflower Financial Advisors, LLC

44.08K

Mar 31, 26

+383

0.00%

Carnegie Capital Asset Management, LLC

44.02K

Mar 31, 26

-1.77K

0.00%

First Heartland Consultants, Inc.

43.79K

Mar 31, 26

+5.89K

0.00%

Columbus Macro, LLC

43.69K

Mar 31, 26

+2.16K

0.00%

Meridian Wealth Management, LLC

43.51K

Mar 31, 26

+527

0.00%

TILIA FIDUCIARY PARTNERS, INC.

43.41K

Mar 31, 26

+20.55K

0.00%

Wright Fund Management, LLC

43.40K

Mar 31, 26

+28.06K

0.00%

FAMILY WEALTH PARTNERS, LLC

43.40K

Mar 31, 26

-380

0.00%

CLUNE & ASSOCIATES, LTD.

43.11K

Mar 31, 26

-9.35K

0.00%

OPPENHEIMER & CO INC

42.74K

Mar 31, 26

+8.62K

0.00%

ATLAS CAPITAL ADVISORS LLC

42.71K

Mar 31, 26

-3.13K

0.00%

Richard P Slaughter Associates Inc

42.56K

Mar 31, 26

-1.73K

0.00%

FRG Family Wealth Advisors LLC

42.35K

Mar 31, 26

+4.70K

0.00%

Lumbard & Kellner, LLC

42.30K

Mar 31, 26

+643

0.00%

BRADLEY FOSTER & SARGENT INC/CT

42.26K

Mar 31, 26

+199

0.00%

Atlantic Private Wealth, LLC

42.26K

Mar 31, 26

+186

0.00%

NYL Investors LLC

42.20K

Mar 31, 26

-6.69K

0.00%

Spire Wealth Management

41.85K

Mar 31, 26

-107

0.00%

Pine Ridge Advisers LLC

41.85K

Mar 31, 26

0.00%

Consolidated Portfolio Review Corp

41.85K

Mar 31, 26

0.00%

Gibson Wealth Advisors LLC

41.79K

Mar 31, 26

-263

0.00%

Gibraltar Capital Management, Inc.

41.48K

Mar 31, 26

0.00%

Financial Advisory Corp

41.39K

Mar 31, 26

+34

0.00%

Compass Advisory Group LLC

41.20K

Mar 31, 26

+3.01K

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

41.16K

Mar 31, 26

-2.98K

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

40.71K

Mar 31, 26

+4.64K

0.00%

HARBOUR INVESTMENTS, INC.

40.39K

Mar 31, 26

+11.24K

0.00%

Stokes Family Office, LLC

40.00K

Mar 31, 26

-6.00K

0.00%

Russell Investments Group, Ltd.

39.99K

Mar 31, 26

+11.84K

0.00%

Gateway Wealth Partners, LLC

39.98K

Mar 31, 26

+21.93K

0.00%

WEST BANCORPORATION INC

39.91K

Mar 31, 26

+7.64K

0.00%

StoneX Group Inc.

39.32K

Mar 31, 26

+4.42K

0.00%

MISSION WEALTH MANAGEMENT, LP

39.13K

Mar 31, 26

+4.93K

0.00%

Global Wealth Management, LLC

38.71K

Mar 31, 26

+38.71K

0.00%

TWO SIGMA SECURITIES, LLC

38.38K

Mar 31, 26

+15.43K

0.00%

Bank of New Hampshire

38.21K

Mar 31, 26

0.00%

Blake Schutter Theil Wealth Advisors, LLC

37.72K

Mar 31, 26

+32.09K

0.00%

Archer Investment Management, LLC

37.24K

Mar 31, 26

-56.21K

0.00%

Evergreen Wealth Management, LLC

36.88K

Mar 31, 26

-1.21K

0.00%

SWP FINANCIAL LLC

36.69K

Mar 31, 26

-1.92K

0.00%

Strategic Advisors LLC

36.68K

Mar 31, 26

+9.79K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

36.63K

Mar 31, 26

-915

0.00%

Betterment LLC

36.33K

Mar 31, 26

+3.29K

0.00%

Snowden Capital Advisors LLC

36.31K

Mar 31, 26

-18

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

36.22K

Mar 31, 26

-1.09K

0.00%

Quadrant Private Wealth Management, LLC

36.06K

Mar 31, 26

+22.67K

0.00%

LOWE BROCKENBROUGH & CO INC

35.97K

Mar 31, 26

-80

0.00%

Gilman Hill Asset Management, LLC

35.63K

Mar 31, 26

+1.61K

0.00%

Cypress Point Wealth Management, LLC

35.45K

Mar 31, 26

+23

0.00%

Synergy Asset Management, LLC

35.44K

Mar 31, 26

+6.93K

0.00%

Miracle Mile Advisors, LLC

35.19K

Mar 31, 26

+3.36K

0.00%

Moisand Fitzgerald Tamayo, LLC

35.10K

Mar 31, 26

-770

0.00%

Mutual Advisors, LLC

35.09K

Mar 31, 26

-1.50K

0.00%

Falcon Wealth Planning

34.83K

Mar 31, 26

+353

0.00%

RFG Advisory, LLC

34.68K

Mar 31, 26

-11.73K

0.00%

SHAKER INVESTMENTS LLC/OH

34.11K

Mar 31, 26

+16.73K

0.00%

Post Resch Tallon Group Inc.

34.01K

Mar 31, 26

-1.95K

0.00%

IPG Investment Advisors LLC

33.47K

Mar 31, 26

+1.47K

0.00%

True Link Financial Advisors, LLC

33.45K

Mar 31, 26

0.00%

COWA, LLC

33.26K

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

33.23K

Mar 31, 26

+50

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

32.84K

Mar 31, 26

+8.56K

0.00%

Harfst & Associates, Inc.

32.68K

Mar 31, 26

+32.68K

0.00%

Baker Ellis Asset Management LLC

32.63K

Mar 31, 26

0.00%

Truepoint, Inc.

32.58K

Mar 31, 26

-137

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

32.56K

Mar 31, 26

0.00%

Red Mountain Financial, LLC

32.56K

Mar 31, 26

-5

0.00%

MYECFO, LLC

32.49K

Mar 31, 26

-340

0.00%

Minot DeBlois Advisors LLC

32.41K

Mar 31, 26

-317

0.00%

CORDA Investment Management, LLC.

32.25K

Mar 31, 26

+456

0.00%

Cornerstone Advisory, LLC

32.02K

Mar 31, 26

+5.75K

0.00%

STALEY CAPITAL ADVISERS INC

32.02K

Mar 31, 26

-100

0.00%

DT Investment Partners, LLC

31.95K

Mar 31, 26

+15.02K

0.00%

Midwest Trust Co

31.92K

Mar 31, 26

+5.48K

0.00%

Grove Street Fiduciary, LLC

31.60K

Mar 31, 26

+54

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

31.55K

Mar 31, 26

-640

0.00%

Unconventional Investor, LLC

31.52K

Mar 31, 26

-151

0.00%

Sentinus, LLC

31.43K

Mar 31, 26

-272

0.00%

Smartleaf Asset Management LLC

31.41K

Mar 31, 26

+4.49K

0.00%

Mine & Arao Wealth Creation & Management, LLC.

31.38K

Mar 31, 26

+38

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

31.34K

Mar 31, 26

-793

0.00%

GRANDFIELD & DODD, LLC

31.28K

Mar 31, 26

0.00%

S&CO INC

31.26K

Mar 31, 26

0.00%

BURKE & HERBERT BANK & TRUST CO

31.24K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

31.12K

Mar 31, 26

-2.87K

0.00%

Patriot Financial Group Insurance Agency, LLC

30.92K

Mar 31, 26

+6.26K

0.00%

Charis Legacy Partners, LLC

30.36K

Mar 31, 26

-200

0.00%

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

30.33K

Mar 31, 26

+3.13K

0.00%

SPINNAKER TRUST

29.98K

Mar 31, 26

-30.54K

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

29.95K

Mar 31, 26

+3.54K

0.00%

Shoker Investment Counsel, Inc.

29.90K

Mar 31, 26

-144

0.00%

Meridian Wealth Partners, LLC

29.61K

Mar 31, 26

-1.83K

0.00%

BOSTON FAMILY OFFICE LLC

29.12K

Mar 31, 26

+480

0.00%

CENTRAL TRUST Co

28.88K

Mar 31, 26

+46

0.00%

Milestone Asset Management Group, LLC

28.84K

Mar 31, 26

+1.24K

0.00%

CHAPIN DAVIS, INC.

28.75K

Mar 31, 26

+3.20K

0.00%

EP Wealth Advisors, LLC

28.73K

Mar 31, 26

+3.58K

0.00%

ANDERSON HOAGLAND & CO

28.71K

Mar 31, 26

-100

0.00%

Waterloo Capital, L.P.

28.68K

Mar 31, 26

+14.74K

0.00%

COMMON FUND FOR NONPROFIT ORGANIZATIONS

28.67K

Mar 31, 26

+42

0.00%

Family CFO Inc

28.57K

Mar 31, 26

-198

0.00%

Journey Advisory Group, LLC

28.51K

Mar 31, 26

-3.22K

0.00%

Manchester Capital Management LLC

28.42K

Mar 31, 26

0.00%

HANCOCK WHITNEY CORP

28.12K

Mar 31, 26

0.00%

Operose Advisors LLC

27.88K

Mar 31, 26

+205

0.00%

Boltwood Capital Management

27.64K

Mar 31, 26

-560

0.00%

MBA Advisors LLC

27.52K

Mar 31, 26

+3.01K

0.00%

Koshinski Asset Management, Inc.

27.46K

Mar 31, 26

+5.44K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

27.31K

Mar 31, 26

+2.39K

0.00%

FF Advisors,LLC

27.26K

Mar 31, 26

+935

0.00%

American Capital Advisory, LLC

27.19K

Mar 31, 26

-122

0.00%

MCF Advisors LLC

27.04K

Mar 31, 26

+1.48K

0.00%

Argent Trust Co

26.97K

Mar 31, 26

+9.69K

0.00%

Partners in Financial Planning

26.77K

Mar 31, 26

-351

0.00%

EXENCIAL WEALTH ADVISORS, LLC

26.72K

Mar 31, 26

-2.25K

0.00%

WARNER FINANCIAL, INC

26.53K

Mar 31, 26

+986

0.00%

Montecito Bank & Trust

26.52K

Mar 31, 26

+1.15K

0.00%

MAYPORT, LLC

26.19K

Mar 31, 26

+307

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

26.05K

Mar 31, 26

+3.95K

0.00%

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

25.98K

Mar 31, 26

+11.13K

0.00%

Whitegate Investment Counselors, Inc.

25.97K

Mar 31, 26

-295

0.00%

Mengis Capital Management, Inc.

25.90K

Mar 31, 26

+98

0.00%

Savvy Advisors, Inc.

25.83K

Mar 31, 26

+4.28K

0.00%

New England Private Wealth Advisors LLC

25.61K

Mar 31, 26

-51

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

25.50K

Mar 31, 26

-20

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

25.47K

Mar 31, 26

-4.64K

0.00%

SAGE RHINO CAPITAL LLC

25.17K

Mar 31, 26

+128

0.00%

Relyea Zuckerberg Hanson LLC

25.05K

Mar 31, 26

+2.39K

0.00%

Cannon Advisors, Inc.

25.01K

Mar 31, 26

+701

0.00%

JANE STREET GROUP, LLC

24.97K

Mar 31, 26

-4.48M

0.00%

R. W. Roge & Company, Inc.

24.89K

Mar 31, 26

+9.65K

0.00%

Joule Financial, LLC

24.89K

Mar 31, 26

+20.61K

0.00%

RS CRUM INC.

24.86K

Mar 31, 26

-140

0.00%

Smithfield Trust Co

24.76K

Mar 31, 26

-14

0.00%

AdvisorNet Financial, Inc

24.70K

Mar 31, 26

-2.14K

0.00%

SAXON INTERESTS, INC.

24.58K

Mar 31, 26

-11

0.00%

COZAD ASSET MANAGEMENT INC

24.51K

Mar 31, 26

-404

0.00%

Financial Insights, Inc.

24.24K

Mar 31, 26

0.00%

Long Island Wealth Management, Inc.

24.23K

Mar 31, 26

+2.28K

0.00%

Anchor Investment Management, LLC

24.14K

Mar 31, 26

+3.72K

0.00%

CONTINENTAL INVESTORS SERVICES, INC.

24.08K

Mar 31, 26

-100

0.00%

Visionary Wealth Advisors

24.00K

Mar 31, 26

+259

0.00%

Venture Visionary Partners LLC

23.93K

Mar 31, 26

+7.02K

0.00%

HM PAYSON & CO

23.90K

Mar 31, 26

-1.39K

0.00%

Bedel Financial Consulting, Inc.

23.85K

Mar 31, 26

+15

0.00%

SEMITAM BONAM LLC

23.74K

Mar 31, 26

+283

0.00%

Capital Investment Advisory Services, LLC

23.64K

Mar 31, 26

-392

0.00%

MOULTON WEALTH MANAGEMENT, INC

23.62K

Mar 31, 26

+23.62K

0.00%

Atlas Brown,Inc.

23.37K

Mar 31, 26

+856

0.00%

SRS Capital Advisors, Inc.

23.33K

Mar 31, 26

+8.02K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

23.32K

Mar 31, 26

-4.24K

0.00%

Sepio Capital, LP

23.05K

Mar 31, 26

-2.86K

0.00%

JAMES INVESTMENT RESEARCH INC

23.04K

Mar 31, 26

+2.70K

0.00%

BROWN BROTHERS HARRIMAN & CO

22.98K

Mar 31, 26

-4.63K

0.00%

Plancorp, LLC

22.84K

Mar 31, 26

+269

0.00%

BROWN, LISLE/CUMMINGS, INC.

22.75K

Mar 31, 26

+1.20K

0.00%

Capital Advisors, Ltd. LLC

22.75K

Mar 31, 26

-589

0.00%

Sand Hill Global Advisors, LLC

22.51K

Mar 31, 26

0.00%

Archer Investment Corp

22.47K

Mar 31, 26

-580

0.00%

Ridgewood Investments LLC

22.35K

Mar 31, 26

+22.35K

0.00%

Atlantic Union Bankshares Corp

22.34K

Mar 31, 26

-5.83K

0.00%

Americana Partners, LLC

22.32K

Mar 31, 26

+3.86K

0.00%

WealthCollab, LLC

22.28K

Mar 31, 26

-526

0.00%

Solstein Capital, LLC

22.04K

Mar 31, 26

-9.16K

0.00%

HARRELL INVESTMENT PARTNERS, LLC

22.02K

Mar 31, 26

+9.28K

0.00%

Camelot Portfolios, LLC

21.89K

Mar 31, 26

-13.35K

0.00%

Modera Wealth Management, LLC

21.89K

Mar 31, 26

-6.70K

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

21.75K

Mar 31, 26

-833

0.00%

HEADINVEST, LLC

21.66K

Mar 31, 26

+13.46K

0.00%

SHELTON CAPITAL MANAGEMENT

21.48K

Mar 31, 26

+21.48K

0.00%

HILL ISLAND FINANCIAL LLC

21.39K

Mar 31, 26

0.00%

White Lighthouse Investment Management Inc.

21.39K

Mar 31, 26

-35

0.00%

Sanibel Captiva Trust Company, Inc.

21.36K

Mar 31, 26

+122

0.00%

BOK Financial Private Wealth, Inc.

21.24K

Mar 31, 26

0.00%

Avestar Capital, LLC

21.21K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

21.17K

Mar 31, 26

-198

0.00%

RETIREMENT INCOME SOLUTIONS, INC

20.93K

Mar 31, 26

+4.28K

0.00%

Gradient Capital Advisors, LLC

20.84K

Mar 31, 26

-583

0.00%

Ascent Group, LLC

20.82K

Mar 31, 26

-2.20K

0.00%

Phillips Wealth Planners LLC

20.70K

Mar 31, 26

-1.01K

0.00%

Greenhouse Wealth Management, LLC

20.62K

Mar 31, 26

-177

0.00%

GLOBALT Investments LLC / GA

20.61K

Mar 31, 26

0.00%

J. Safra Sarasin Holding AG

20.56K

Mar 31, 26

+20.56K

0.00%

Orcam Financial Group

20.50K

Mar 31, 26

+682

0.00%

REGIONS FINANCIAL CORP

20.44K

Mar 31, 26

-523

0.00%

Shepherd Financial Partners LLC

20.44K

Mar 31, 26

-870

0.00%

Connecticut Wealth Management, LLC

20.43K

Mar 31, 26

-398

0.00%

SUSQUEHANNA ADVISORS GROUP, INC.

20.25K

Mar 31, 26

0.00%

LexAurum Advisors, LLC

20.18K

Mar 31, 26

+20.18K

0.00%

WFA of San Diego, LLC

20.17K

Mar 31, 26

-18

0.00%

Curbstone Financial Management Corp

20.03K

Mar 31, 26

0.00%

RBF Capital, LLC

20.00K

Mar 31, 26

0.00%

Stockman Wealth Management, Inc.

19.98K

Mar 31, 26

-44

0.00%

Chicago Partners Investment Group LLC

19.96K

Mar 31, 26

+1.91K

0.00%

City State Bank

19.89K

Mar 31, 26

+350

0.00%

Elm Partners Management LLC

19.87K

Mar 31, 26

+10.71K

0.00%

FIRST INTERSTATE BANK

19.81K

Mar 31, 26

-1.80K

0.00%

WealthBridge Investment Counsel Inc.

19.79K

Mar 31, 26

+946

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

19.75K

Mar 31, 26

-509

0.00%

Novak & Powell Financial Services, Inc.

19.59K

Mar 31, 26

+28

0.00%

LYELL WEALTH MANAGEMENT, LP

19.57K

Mar 31, 26

0.00%

WealthShield Partners, LLC

19.56K

Mar 31, 26

+242

0.00%

Aries Wealth Management

19.55K

Mar 31, 26

-62

0.00%

APPLETON PARTNERS INC/MA

19.48K

Mar 31, 26

-575

0.00%

UMB Bank, n.a.

19.47K

Mar 31, 26

-2.03K

0.00%

Zhang Financial LLC

19.37K

Mar 31, 26

+6.67K

0.00%

Texas Bank & Trust Co

19.36K

Mar 31, 26

-693

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

19.20K

Mar 31, 26

-6.38K

0.00%

Westfuller Advisors, LLC

19.19K

Mar 31, 26

+7.37K

0.00%

Keystone Financial Group

19.07K

Mar 31, 26

-235

0.00%

Sargent Investment Group, LLC

19.01K

Mar 31, 26

0.00%

SkyOak Wealth, LLC

19.01K

Mar 31, 26

+190

0.00%

1492 Capital Management LLC

18.96K

Mar 31, 26

-250

0.00%

HORAN Wealth, LLC

18.86K

Mar 31, 26

+9.43K

0.00%

MIDLAND WEALTH ADVISORS LLC

18.86K

Mar 31, 26

-945

0.00%

Robertson Stephens Wealth Management, LLC

18.70K

Mar 31, 26

-1.08K

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

18.60K

Mar 31, 26

0.00%

NOVEM GROUP

18.15K

Mar 31, 26

0.00%

Pallas Capital Advisors LLC

18.04K

Mar 31, 26

+120

0.00%

CoreCap Advisors, LLC

17.93K

Mar 31, 26

-787

0.00%

MontVue Capital Management, Inc.

17.88K

Mar 31, 26

-670

0.00%

NORRIS PERNE & FRENCH LLP/MI

17.62K

Mar 31, 26

0.00%

Caitlin John, LLC

17.55K

Mar 31, 26

-6.82K

0.00%

Index Fund Advisors, Inc.

17.41K

Mar 31, 26

+26

0.00%

Snider Financial Group

17.40K

Mar 31, 26

-5.37K

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

17.38K

Mar 31, 26

-129.74K

0.00%

EVOKE WEALTH, LLC

17.10K

Mar 31, 26

+7.87K

0.00%

Mesirow Financial Investment Management, Inc.

16.94K

Mar 31, 26

+471

0.00%

PARTHENON LLC

16.93K

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

16.91K

Mar 31, 26

-1.17K

0.00%

Johnson Financial Group, Inc.

16.90K

Mar 31, 26

0.00%

OneAscent Financial Services LLC

16.84K

Mar 31, 26

+2.54K

0.00%

Greenwich Wealth Management LLC

16.76K

Mar 31, 26

+158

0.00%

Kohmann Bosshard Financial Services, LLC

16.68K

Mar 31, 26

+1.07K

0.00%

SCOTIA CAPITAL INC.

16.68K

Mar 31, 26

+6.22K

0.00%

BWM Planning, LLC

16.63K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

16.57K

Mar 31, 26

0.00%

Western Wealth Management, LLC

16.51K

Mar 31, 26

+6.64K

0.00%

HighPoint Advisor Group LLC

16.46K

Mar 31, 26

+1.62K

0.00%

Garde Capital, Inc.

16.23K

Mar 31, 26

+368

0.00%

New Perspectives, Inc

16.14K

Mar 31, 26

-600

0.00%

Red Tortoise LLC

16.11K

Mar 31, 26

+24

0.00%

BCR Wealth Strategies, LLC

15.97K

Mar 31, 26

+3.04K

0.00%

ProVise Management Group, LLC

15.88K

Mar 31, 26

-851

0.00%

SAX WEALTH ADVISORS, LLC

15.88K

Mar 31, 26

0.00%

Brewster Financial Planning LLC

15.85K

Mar 31, 26

0.00%

Allegheny Financial Group LTD

15.77K

Mar 31, 26

+65

0.00%

Syverson Strege & Co

15.72K

Mar 31, 26

0.00%

BOSTON RESEARCH & MANAGEMENT INC

15.68K

Mar 31, 26

0.00%

Bill Few Associates, Inc.

15.66K

Mar 31, 26

+808

0.00%

VICUS CAPITAL

15.59K

Mar 31, 26

0.00%

Financial Alternatives, Inc

15.53K

Mar 31, 26

-45

0.00%

Dynamic Advisor Solutions LLC

15.48K

Mar 31, 26

+415

0.00%

PETREDIS INVESTMENT ADVISORS LLC

15.40K

Mar 31, 26

0.00%

Insight Advisors, LLC/ PA

15.30K

Mar 31, 26

+2.05K

0.00%

Ellenbecker Investment Group

15.28K

Mar 31, 26

-751

0.00%

Sandhill Capital Partners LLC

15.22K

Mar 31, 26

+15.22K

0.00%

ECLECTIC ASSOCIATES INC /ADV

15.22K

Mar 31, 26

0.00%

Oak Wealth Advisors LLC

15.20K

Mar 31, 26

0.00%

SIGNATUREFD, LLC

15.17K

Mar 31, 26

+184

0.00%

FIFTH THIRD SECURITIES, INC.

15.15K

Mar 31, 26

+6.41K

0.00%

New Covenant Trust Company, N.A.

15.11K

Mar 31, 26

-638

0.00%

UNION SAVINGS BANK

15.10K

Mar 31, 26

+6.77K

0.00%

KEB ASSET MANAGEMENT, LLC

15.06K

Mar 31, 26

-63

0.00%

Procyon Advisors, LLC

15.04K

Mar 31, 26

+337

0.00%

SHEETS SMITH WEALTH MANAGEMENT

15.02K

Mar 31, 26

-100

0.00%

Cassia Capital Partners, LLC

14.97K

Mar 31, 26

+5.68K

0.00%

ArborFi Advisors, LLC

14.95K

Mar 31, 26

-128

0.00%

Destiny Wealth Partners, LLC

14.95K

Mar 31, 26

-350

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

14.89K

Mar 31, 26

+14.89K

0.00%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

14.86K

Mar 31, 26

0.00%

Pioneer Wealth Management Group

14.82K

Mar 31, 26

-3.26K

0.00%

Wescott Financial Advisory Group, LLC

14.80K

Mar 31, 26

-375

0.00%

Life Planning Partners, Inc

14.78K

Mar 31, 26

-191

0.00%

NICOLET BANKSHARES INC

14.77K

Mar 31, 26

+3.24K

0.00%

Root Financial Partners, LLC

14.73K

Mar 31, 26

-413

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

14.73K

Mar 31, 26

-360

0.00%

Smith & Howard Wealth Management, LLC

14.67K

Mar 31, 26

-141

0.00%

WASHINGTON CAPITAL MANAGEMENT, INC

14.57K

Mar 31, 26

0.00%

Farmers & Merchants Trust Co of Long Beach

14.46K

Mar 31, 26

-250

0.00%

GOULD ASSET MANAGEMENT LLC /CA/

14.34K

Mar 31, 26

-785

0.00%

Krilogy Financial LLC

14.27K

Mar 31, 26

+7.04K

0.00%

Private Wealth Asset Management, LLC

14.26K

Mar 31, 26

0.00%

Wealth Architects, LLC

14.19K

Mar 31, 26

0.00%

One Degree Advisors Inc

14.14K

Mar 31, 26

-17

0.00%

GSG Advisors LLC

14.04K

Mar 31, 26

+3.65K

0.00%

RIK SAYLOR FINANCIAL, INC.

14.01K

Mar 31, 26

-50

0.00%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

14.00K

Mar 31, 26

+14.00K

0.00%

Davis Capital Management

13.97K

Mar 31, 26

-275

0.00%

OXFORD FINANCIAL GROUP LTD

13.95K

Mar 31, 26

-10

0.00%

Chemistry Wealth Management LLC

13.85K

Mar 31, 26

0.00%

HBK Sorce Advisory LLC

13.74K

Mar 31, 26

+8.03K

0.00%

CHOREO, LLC

13.67K

Mar 31, 26

-399

0.00%

FIRST CITIZENS BANK & TRUST CO

13.61K

Mar 31, 26

-2.48K

0.00%

Cascade Investment Advisors, Inc.

13.52K

Mar 31, 26

+13.52K

0.00%

Painted Porch Advisors LLC

13.44K

Mar 31, 26

+13.44K

0.00%

Skyline Advisors, Inc.

13.41K

Mar 31, 26

0.00%

Rossby Financial, LCC

13.34K

Mar 31, 26

+5.00K

0.00%

Valeo Financial Advisors, LLC

13.29K

Mar 31, 26

-1.16K

0.00%

Capital International Investors

13.16K

Mar 31, 26

-25.20K

0.00%

FIRST MANHATTAN CO. LLC.

13.15K

Mar 31, 26

-734

0.00%

WCG Wealth Advisors LLC

13.11K

Mar 31, 26

+556

0.00%

Noble Family Wealth, LLC

13.08K

Mar 31, 26

-395

0.00%

Summit Financial Strategies, Inc.

13.00K

Mar 31, 26

-332

0.00%

McClarren Financial Advisors, Inc.

12.99K

Mar 31, 26

+11.33K

0.00%

Heirloom Wealth Management

12.97K

Mar 31, 26

+12.97K

0.00%

MBL Wealth, LLC

12.96K

Mar 31, 26

-3.63K

0.00%

Belpointe Asset Management LLC

12.81K

Mar 31, 26

-19.10K

0.00%

Trevian Wealth Management LLC

12.72K

Mar 31, 26

-2.19K

0.00%

Richard C. Young & CO., LTD.

12.65K

Mar 31, 26

-81

0.00%

Proficio Capital Partners LLC

12.53K

Mar 31, 26

0.00%

Pensionmark Financial Group, LLC

12.52K

Mar 31, 26

+2.05K

0.00%

Grey Fox Wealth Advisors, LLC

12.52K

Mar 31, 26

+2.43K

0.00%

QUATTRO FINANCIAL ADVISORS LLC

12.50K

Mar 31, 26

0.00%

Brinker Capital Investments, LLC

12.40K

Mar 31, 26

+2.42K

0.00%

IHT Wealth Management, LLC

12.33K

Mar 31, 26

+816

0.00%

ZACKS INVESTMENT MANAGEMENT

12.23K

Mar 31, 26

+238

0.00%

CITADEL ADVISORS LLC

12.14K

Mar 31, 26

+1.56K

0.00%

Fifth Third Wealth Advisors LLC

12.08K

Mar 31, 26

+319

0.00%

CAPE ANN SAVINGS BANK

12.08K

Mar 31, 26

+4.02K

0.00%

Farrell Financial LLC

12.07K

Mar 31, 26

-156

0.00%

Phraction Management LLC

12.06K

Mar 31, 26

+97

0.00%

Summit Wealth Partners, LLC

12.04K

Mar 31, 26

0.00%

FACTORY MUTUAL INSURANCE CO

12.00K

Mar 31, 26

0.00%

OLD NATIONAL BANCORP /IN/

12.00K

Mar 31, 26

-55

0.00%

REBALANCE, LLC

11.95K

Mar 31, 26

-1

0.00%

Occidental Asset Management, LLC

11.86K

Mar 31, 26

+600

0.00%

Forza Wealth Management, LLC

11.82K

Mar 31, 26

0.00%

KDT Advisors, LLC

11.71K

Mar 31, 26

0.00%

One Day In July LLC

11.61K

Mar 31, 26

-3

0.00%

ROBERTS GLORE & CO INC /IL/

11.60K

Mar 31, 26

+330

0.00%

DiNuzzo Private Wealth, Inc.

11.60K

Mar 31, 26

0.00%

Brookstone Capital Management

11.59K

Mar 31, 26

+760

0.00%

Busey Wealth Management

11.55K

Mar 31, 26

0.00%

Ameritas Advisory Services, LLC

11.52K

Mar 31, 26

-979

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

11.51K

Mar 31, 26

+1.94K

0.00%

Solidarity Wealth, LLC

11.49K

Mar 31, 26

+6.27K

0.00%

Walkner Condon Financial Advisors LLC

11.45K

Mar 31, 26

+2.52K

0.00%

AIMZ Investment Advisors, LLC

11.43K

Mar 31, 26

-100

0.00%

Retirement Planning Group

11.31K

Mar 31, 26

+3.64K

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

11.30K

Mar 31, 26

+24

0.00%

Spears Abacus Advisors LLC

11.28K

Mar 31, 26

-278

0.00%

Beaumont Financial Advisors, LLC

11.27K

Mar 31, 26

-127

0.00%

Traveka Wealth, LLC

11.23K

Mar 31, 26

0.00%

PRINCIPAL SECURITIES, INC.

11.21K

Mar 31, 26

+317

0.00%

EASTERN BANK

11.20K

Mar 31, 26

0.00%

Murphy Pohlad Asset Management LLC

11.15K

Mar 31, 26

+846

0.00%

Probity Advisors, Inc.

11.14K

Mar 31, 26

-1.22K

0.00%

Trace Wealth Advisors, LLC

11.11K

Mar 31, 26

0.00%

Asset Dedication, LLC

11.07K

Mar 31, 26

-3.04K

0.00%

Galvin, Gaustad & Stein, LLC

11.05K

Mar 31, 26

-50

0.00%

Sound View Wealth Advisors Group, LLC

11.02K

Mar 31, 26

-1.34K

0.00%

NorthRock Partners, LLC

11.00K

Mar 31, 26

+3.40K

0.00%

Stonebridge Financial Group, LLC

11.00K

Mar 31, 26

-50

0.00%

Prime Capital Investment Advisors, LLC

11.00K

Mar 31, 26

+2.54K

0.00%

CAPITAL CITY TRUST CO/FL

10.97K

Mar 31, 26

0.00%

Bridgewater Advisors Inc.

10.93K

Mar 31, 26

+162

0.00%

Prosperity Consulting Group, LLC

10.84K

Mar 31, 26

0.00%

Slow Capital, Inc.

10.81K

Mar 31, 26

-4.38K

0.00%

Rathbones Group PLC

10.73K

Mar 31, 26

-1.23K

0.00%

OAK FAMILY ADVISORS, LLC

10.71K

Mar 31, 26

+1.98K

0.00%

TCI Wealth Advisors, Inc.

10.71K

Mar 31, 26

-166

0.00%

ESL Trust Services, LLC

10.66K

Mar 31, 26

+3.13K

0.00%

OMNI 360 Wealth, Inc.

10.65K

Mar 31, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

10.61K

Mar 31, 26

+947

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

10.60K

Mar 31, 26

+407

0.00%

PERSONAL CFO SOLUTIONS, LLC

10.51K

Mar 31, 26

+34

0.00%

Leo Wealth, LLC

10.50K

Mar 31, 26

+5.30K

0.00%

Private Capital Management, LLC

10.48K

Mar 31, 26

+232

0.00%

HOWARD FINANCIAL SERVICES, LTD.

10.45K

Mar 31, 26

+10.45K

0.00%

Bull Street Advisors, LLC

10.45K

Mar 31, 26

+140

0.00%

Callan Family Office, LLC

10.43K

Mar 31, 26

-878

0.00%

Jefferies Financial Group Inc.

10.42K

Mar 31, 26

+16

0.00%

Neuberger Berman Group LLC

10.34K

Mar 31, 26

-2.25K

0.00%

Carr Financial Group Corp

10.32K

Mar 31, 26

0.00%

SMITH, MOORE & CO.

10.21K

Mar 31, 26

+3.41K

0.00%

Sierra Capital LLC

10.20K

Mar 31, 26

+14

0.00%

Opulen Financial Group LLC

10.14K

Mar 31, 26

+471

0.00%

N.E.W. Advisory Services LLC

10.14K

Mar 31, 26

-202

0.00%

Summit Global Investments

9.97K

Mar 31, 26

0.00%

B. Riley Wealth Advisors, Inc.

9.96K

Mar 31, 26

+475

0.00%

SUMMIT WEALTH GROUP LLC / CO

9.95K

Mar 31, 26

0.00%

RTD Financial Advisors, Inc.

9.90K

Mar 31, 26

0.00%

Calamos Wealth Management LLC

9.84K

Mar 31, 26

0.00%

Calamos Advisors LLC

9.84K

Mar 31, 26

+9.84K

0.00%

Evergreen Advisors, LLC

9.83K

Mar 31, 26

+15

0.00%

HTG Investment Advisors, Inc.

9.77K

Mar 31, 26

+3.61K

0.00%

Valued Retirements, Inc.

9.72K

Mar 31, 26

0.00%

PCG ASSET MANAGEMENT, LLC

9.70K

Mar 31, 26

-335

0.00%

QUADRANT CAPITAL GROUP LLC

9.64K

Mar 31, 26

0.00%

Wealth Dimensions Group, Ltd.

9.62K

Mar 31, 26

-52

0.00%

CATALYST FINANCIAL PARTNERS LLC

9.62K

Mar 31, 26

+9.62K

0.00%

Investment Research & Advisory Group, Inc.

9.50K

Mar 31, 26

+14

0.00%

Annex Advisory Services, LLC

9.46K

Mar 31, 26

-1.83K

0.00%

Capital Investment Advisors, LLC

9.41K

Mar 31, 26

-752

0.00%

Clarendon Private LLC

9.39K

Mar 31, 26

-1.52K

0.00%

Lantern Wealth Advisors, LLC

9.21K

Mar 31, 26

+1.50K

0.00%

SIERRA SUMMIT ADVISORS LLC

9.19K

Mar 31, 26

-47

0.00%

Sageworth Trust Co

9.15K

Mar 31, 26

0.00%

SFE Investment Counsel

9.15K

Mar 31, 26

+3.33K

0.00%

Anson Capital, Inc.

9.13K

Mar 31, 26

-51

0.00%

Christensen, King & Associates Investment Services, Inc.

9.07K

Mar 31, 26

+449

0.00%

LMG Wealth Partners, LLC

9.04K

Mar 31, 26

-253

0.00%

Bay Capital Advisors, LLC

9.01K

Mar 31, 26

-2.77K

0.00%

Ellis Investment Partners, LLC

8.93K

Mar 31, 26

+1.51K

0.00%

GeoWealth Management, LLC

8.93K

Mar 31, 26

-398

0.00%

Lakewood Asset Management LLC

8.89K

Mar 31, 26

+676

0.00%

HALL LAURIE J TRUSTEE

8.86K

Mar 31, 26

0.00%

Smith, Salley & Associates

8.82K

Mar 31, 26

+3.48K

0.00%

Equita Financial Network, Inc.

8.75K

Mar 31, 26

+13

0.00%

Kagan Cocozza Asset Management

8.75K

Mar 31, 26

+115

0.00%

EagleClaw Capital Managment, LLC

8.70K

Mar 31, 26

0.00%

Miller Investment Management, LP

8.69K

Mar 31, 26

0.00%

Parker Financial LLC

8.68K

Mar 31, 26

-608

0.00%

Davidson Kahn Capital Management, LLC

8.67K

Mar 31, 26

0.00%

WealthTrak Capital Management LLC

8.58K

Mar 31, 26

+8.58K

0.00%

Ausdal Financial Partners, Inc.

8.51K

Mar 31, 26

+2.35K

0.00%

GWN SECURITIES INC.

8.51K

Mar 31, 26

-298

0.00%

Ancora Advisors, LLC

8.46K

Mar 31, 26

+36

0.00%

COLLECTIVE FAMILY OFFICE LLC

8.46K

Mar 31, 26

-500

0.00%

DUNCKER STREETT & CO INC

8.42K

Mar 31, 26

+1.60K

0.00%

Martel Wealth Advisors Inc

8.36K

Mar 31, 26

+13

0.00%

Carrera Capital Advisors

8.35K

Mar 31, 26

-899

0.00%

Argyle Capital Partners, LLC

8.29K

Mar 31, 26

-16

0.00%

LIBRA WEALTH LLC

8.27K

Mar 31, 26

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

8.26K

Mar 31, 26

+1.36K

0.00%

WADDELL & ASSOCIATES, LLC

8.26K

Mar 31, 26

+273

0.00%

Fortress Financial Solutions, LLC

8.24K

Mar 31, 26

+4.69K

0.00%

Gleason Group, Inc.

8.23K

Mar 31, 26

+62

0.00%

Bouchey Financial Group Ltd

8.23K

Mar 31, 26

0.00%

Empowered Funds, LLC

8.21K

Mar 31, 26

+811

0.00%

Canal Capital Management, LLC

8.20K

Mar 31, 26

-759

0.00%

10Elms LLP

8.15K

Mar 31, 26

+550

0.00%

WHALEROCK POINT PARTNERS, LLC

8.15K

Mar 31, 26

+1.77K

0.00%

LMCG INVESTMENTS, LLC

8.13K

Mar 31, 26

0.00%

YHB Investment Advisors, Inc.

8.10K

Mar 31, 26

-13

0.00%

Strategies Wealth Advisors, LLC

8.08K

Mar 31, 26

-386

0.00%

Forum Financial Management, LP

8.08K

Mar 31, 26

+500

0.00%

Alpha Omega Wealth Management LLC

8.08K

Mar 31, 26

-90

0.00%

Vestmark Advisory Solutions, Inc.

8.05K

Mar 31, 26

-5.27K

0.00%

Mount Yale Investment Advisors, LLC

8.05K

Mar 31, 26

+1.16K

0.00%

Grove Bank & Trust

8.04K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

8.02K

Mar 31, 26

+132

0.00%

Seven Springs Wealth Group, LLC

8.01K

Mar 31, 26

0.00%

SeaCrest Wealth Management, LLC

7.99K

Mar 31, 26

-694

0.00%

Cassaday & Co Wealth Management LLC

7.96K

Mar 31, 26

+7.96K

0.00%

Plum Street Advisors, LLC

7.93K

Mar 31, 26

0.00%

CVA Family Office, LLC

7.88K

Mar 31, 26

+11

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

7.87K

Mar 31, 26

+7.87K

0.00%

AE Wealth Management LLC

7.80K

Mar 31, 26

+1.76K

0.00%

FIRST TRUST ADVISORS LP

7.78K

Mar 31, 26

-1.40K

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

7.78K

Mar 31, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

7.77K

Mar 31, 26

-6.75K

0.00%

Csenge Advisory Group

7.76K

Mar 31, 26

-298

0.00%

Sowell Financial Services LLC

7.75K

Mar 31, 26

-259

0.00%

Smallwood Wealth Investment Management, LLC

7.75K

Mar 31, 26

-394

0.00%

Mill Creek Capital Advisors, LLC

7.71K

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

7.70K

Mar 31, 26

+47

0.00%

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

7.69K

Mar 31, 26

-559

0.00%

Soltis Investment Advisors LLC

7.67K

Mar 31, 26

-726

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

7.67K

Mar 31, 26

0.00%

Sentry LLC

7.65K

Mar 31, 26

-3.22K

0.00%

CASCADE INVESTMENT GROUP, INC.

7.65K

Mar 31, 26

0.00%

Madison Wealth Partners, Inc

7.61K

Mar 31, 26

0.00%

Passive Capital Management, LLC.

7.59K

Mar 31, 26

0.00%

RVW Wealth, LLC

7.58K

Mar 31, 26

-575

0.00%

Boston Trust Walden Corp

7.57K

Mar 31, 26

+180

0.00%

Aptus Capital Advisors, LLC

7.56K

Mar 31, 26

+1.97K

0.00%

GAMMA Investing LLC

7.55K

Mar 31, 26

-584

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

7.54K

Mar 31, 26

-33

0.00%

Pine Haven Investment Counsel, Inc

7.53K

Mar 31, 26

0.00%

CHICKASAW CAPITAL MANAGEMENT LLC

7.50K

Mar 31, 26

+7.50K

0.00%

Fairway Wealth LLC

7.48K

Mar 31, 26

0.00%

Charles Schwab Trust Co

7.48K

Mar 31, 26

+3.48K

0.00%

Single Point Partners, LLC

7.41K

Mar 31, 26

-8

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

7.40K

Mar 31, 26

+12

0.00%

BOKF, NA

7.38K

Mar 31, 26

-3.34K

0.00%

Westmount Partners, LLC

7.36K

Mar 31, 26

0.00%

Armbruster Capital Management, Inc.

7.35K

Mar 31, 26

0.00%

PFG Investments, LLC

7.31K

Mar 31, 26

+381

0.00%

NIA IMPACT ADVISORS, LLC

7.21K

Mar 31, 26

-316

0.00%

Fort Point Capital Partners LLC

7.21K

Mar 31, 26

0.00%

Worth Asset Management, LLC

7.17K

Mar 31, 26

-9

0.00%

Cranbrook Wealth Management, LLC

7.15K

Mar 31, 26

-1.03K

0.00%

Northern Capital Management, Inc.

7.15K

Mar 31, 26

0.00%

Wiser Wealth Management, Inc

7.14K

Mar 31, 26

+7.14K

0.00%

WIMMER ASSOCIATES 1, LLC

7.13K

Mar 31, 26

0.00%

TBH Global Asset Management, LLC

7.11K

Mar 31, 26

-70

0.00%

Detalus Advisors, LLC

7.08K

Mar 31, 26

+142

0.00%

Cornerstone Financial Group, LLC /NE/

7.05K

Mar 31, 26

+31

0.00%

Silver Oak Advisory Group, Inc.

7.05K

Mar 31, 26

0.00%

Fidelis Capital Partners, LLC

7.03K

Mar 31, 26

+1.14K

0.00%

CRA Financial Services, LLC

6.97K

Mar 31, 26

-1.15K

0.00%

Mathes Company, Inc.

6.95K

Mar 31, 26

0.00%

WINCAP FINANCIAL LLC

6.95K

Mar 31, 26

+243

0.00%

Ironwood Investment Counsel, LLC

6.93K

Mar 31, 26

+413

0.00%

Keebeck Wealth Management, LLC

6.91K

Mar 31, 26

-695

0.00%

Topel & Distasi Wealth Management, LLC

6.89K

Mar 31, 26

-60

0.00%

ZynergyRetirementPlanningLLC

6.85K

Mar 31, 26

0.00%

Acropolis Investment Management, LLC

6.84K

Mar 31, 26

+1.36K

0.00%

LifePlan Financial, LLC

6.81K

Mar 31, 26

-790

0.00%

Barnes Wealth Management Group, Inc

6.79K

Mar 31, 26

+394

0.00%

Riverbend Wealth Management, LLC

6.76K

Mar 31, 26

-97

0.00%

Orgel Wealth Management, LLC

6.75K

Mar 31, 26

+158

0.00%

Jacobi Capital Management LLC

6.74K

Mar 31, 26

0.00%

Hexagon Capital Partners LLC

6.70K

Mar 31, 26

+6.70K

0.00%

Portland Financial Advisors Inc

6.69K

Mar 31, 26

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

6.68K

Mar 31, 26

0.00%

Clarity Capital Advisors, LLC

6.68K

Mar 31, 26

+10

0.00%

Tactive Advisors, LLC

6.66K

Mar 31, 26

-538

0.00%

Capital Advantage, Inc.

6.66K

Mar 31, 26

+164

0.00%

DV Trading LLC

6.65K

Mar 31, 26

-571

0.00%

TOWNSQUARE CAPITAL LLC

6.62K

Mar 31, 26

-240

0.00%

PITTENGER & ANDERSON INC

6.60K

Mar 31, 26

0.00%

McGlone Suttner Wealth Management, Inc.

6.58K

Mar 31, 26

0.00%

Fusion Capital, LLC

6.57K

Mar 31, 26

+1.05K

0.00%

Bradley & Co. Private Wealth Management, LLC

6.56K

Mar 31, 26

0.00%

Northstar Financial Companies, Inc.

6.52K

Mar 31, 26

+893

0.00%

FORTRESS PRIVATE LEDGER, LLC

6.52K

Mar 31, 26

+6.52K

0.00%

NorthLanding Financial Partners, LLC

6.52K

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

6.52K

Mar 31, 26

-286

0.00%

Argent Advisors, Inc.

6.50K

Mar 31, 26

0.00%

Pine Harbor Wealth Management, LLC

6.47K

Mar 31, 26

+10

0.00%

Claro Advisors LLC

6.39K

Mar 31, 26

+698

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

6.37K

Mar 31, 26

+1.45K

0.00%

Hamilton Wealth, LLC

6.32K

Mar 31, 26

-167

0.00%

Skopos Labs, Inc.

6.31K

Mar 31, 26

+6.31K

0.00%

Pekin Hardy Strauss, Inc.

6.30K

Mar 31, 26

+2.94K

0.00%

Porter White Investment Advisors, Inc.

6.28K

Mar 31, 26

+6.28K

0.00%

Compass Financial Group, INC/SD

6.28K

Mar 31, 26

-679

0.00%

Rockwood Wealth Management, LLC

6.25K

Mar 31, 26

0.00%

Balboa Wealth Partners

6.25K

Mar 31, 26

-54

0.00%

Net Worth Advisory Group

6.23K

Mar 31, 26

+44

0.00%

MONECO Advisors, LLC

6.21K

Mar 31, 26

0.00%

MITCHELL SINKLER & STARR/PA

6.19K

Mar 31, 26

+560

0.00%

CAUSEWAY CAPITAL MANAGEMENT LLC

6.19K

Mar 31, 26

-8.29K

0.00%

Glaxis Capital Management, LLC

6.18K

Mar 31, 26

-195

0.00%

C M BIDWELL & ASSOCIATES LTD

6.14K

Mar 31, 26

0.00%

Stordahl Capital Management, Inc.

6.12K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

6.01K

Mar 31, 26

+1.06K

0.00%

Canvas Wealth Advisors, LLC

6.00K

Mar 31, 26

+6.00K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

5.99K

Mar 31, 26

+2.39K

0.00%

CARL STUART INVESTMENT ADVISOR, INC

5.97K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

5.96K

Mar 31, 26

+4.74K

0.00%

Atomi Financial Group, Inc.

5.90K

Mar 31, 26

-4.13K

0.00%

CHERRYDALE WEALTH MANAGEMENT, LLC

5.88K

Mar 31, 26

0.00%

Capital Asset Advisory Services LLC

5.83K

Mar 31, 26

-206

0.00%

Avise Financial Cooperative, Inc.

5.82K

Mar 31, 26

+5.82K

0.00%

Pathway Financial Advisors LLC

5.78K

Mar 31, 26

0.00%

McLean Asset Management Corp

5.73K

Mar 31, 26

0.00%

MOODY LYNN & LIEBERSON, LLC

5.73K

Mar 31, 26

0.00%

ROMAN BUTLER FULLERTON & CO

5.70K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

5.66K

Mar 31, 26

0.00%

MB Generational Wealth, LLC

5.63K

Mar 31, 26

+702

0.00%

GoalFusion Wealth Management, LLC

5.63K

Mar 31, 26

+500

0.00%

Grant Street Asset Management, Inc.

5.62K

Mar 31, 26

0.00%

Capital Wealth Alliance, LLC

5.61K

Mar 31, 26

0.00%

SAPIENT CAPITAL LLC

5.59K

Mar 31, 26

0.00%

Purkiss Capital Advisors LLC

5.55K

Mar 31, 26

0.00%

Sunbeam Capital Management, LLC

5.53K

Mar 31, 26

+5.53K

0.00%

Plante Moran Financial Advisors, LLC

5.53K

Mar 31, 26

+584

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

5.51K

Mar 31, 26

+40

0.00%

Vantage Investment Partners, LLC

5.49K

Mar 31, 26

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

5.47K

Mar 31, 26

0.00%

Gladstone Institutional Advisory LLC

5.44K

Mar 31, 26

+92

0.00%

Aspire Capital Advisors LLC

5.42K

Mar 31, 26

-1.65K

0.00%

HANOVER ADVISORS INC

5.39K

Mar 31, 26

+460

0.00%

Hirtle Callaghan & Co LLC

5.37K

Mar 31, 26

+998

0.00%

Clark Capital Management Group, Inc.

5.36K

Mar 31, 26

+458

0.00%

Carmel Capital Partners, LLC

5.33K

Mar 31, 26

0.00%

Manuka Financial, LLC

5.31K

Mar 31, 26

0.00%

High Net Worth Advisory Group LLC

5.30K

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

5.29K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

5.25K

Mar 31, 26

+1.22K

0.00%

Van Hulzen Asset Management, LLC

5.25K

Mar 31, 26

-617

0.00%

BKM Wealth Management, LLC

5.25K

Mar 31, 26

+800

0.00%

Ryan Investment Management, Inc.

5.20K

Mar 31, 26

+29

0.00%

Courage Miller Partners, LLC

5.19K

Mar 31, 26

-88

0.00%

Cambria Investment Management, L.P.

5.18K

Mar 31, 26

+84

0.00%

Capstone Financial Advisors, Inc.

5.18K

Mar 31, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

5.15K

Mar 31, 26

-1.45K

0.00%

NBT BANK N A /NY

5.14K

Mar 31, 26

+3.11K

0.00%

Williams Jones Wealth Management, LLC.

5.14K

Mar 31, 26

+5.14K

0.00%

Vision Capital Management, Inc.

5.11K

Mar 31, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.09K

Mar 31, 26

0.00%

Innova Wealth Partners

5.07K

Mar 31, 26

0.00%

Gryphon Financial Partners LLC

5.06K

Mar 31, 26

+1.87K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.06K

Mar 31, 26

+244

0.00%

VANCE WEALTH, INC.

5.05K

Mar 31, 26

-524

0.00%

Successful Portfolios LLC

5.05K

Mar 31, 26

-24

0.00%

Red Door Wealth Management, LLC

5.05K

Mar 31, 26

+268

0.00%

SYON CAPITAL LLC

5.05K

Mar 31, 26

0.00%

Trivant Custom Portfolio Group, LLC

5.04K

Mar 31, 26

+5.04K

0.00%

EverSource Wealth Advisors, LLC

5.01K

Mar 31, 26

-2.27K

0.00%

Fonville Wealth Management LLC

4.98K

Mar 31, 26

-53

0.00%

Peterson Wealth Advisors, LLC

4.97K

Mar 31, 26

0.00%

FIRST MERCHANTS CORP

4.96K

Mar 31, 26

+334

0.00%

Texas Yale Capital Corp.

4.94K

Mar 31, 26

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.92K

Mar 31, 26

+1.98K

0.00%

S.A. Mason LLC

4.88K

Mar 31, 26

+15

0.00%

Providence First Trust Co

4.87K

Mar 31, 26

-557

0.00%

CALTON & ASSOCIATES, INC.

4.87K

Mar 31, 26

+4.87K

0.00%

SHAYNE & CO., LLC

4.86K

Mar 31, 26

0.00%

Triumph Capital Management

4.85K

Mar 31, 26

+4.29K

0.00%

WealthPlan Investment Management, LLC

4.84K

Mar 31, 26

0.00%

Elmwood Wealth Management, Inc.

4.83K

Mar 31, 26

-6

0.00%

TITLEIST ASSET MANAGEMENT, LLC

4.83K

Mar 31, 26

+1.52K

0.00%

Southland Equity Partners LLC

4.80K

Mar 31, 26

-208

0.00%

American Trust

4.79K

Mar 31, 26

+4.79K

0.00%

TD Capital Management LLC

4.79K

Mar 31, 26

-99

0.00%

4WEALTH ADVISORS, INC.

4.76K

Mar 31, 26

+679

0.00%

Fort Sheridan Advisors LLC

4.76K

Mar 31, 26

+4.76K

0.00%

Stone Point Wealth LLC

4.75K

Mar 31, 26

0.00%

Balance Wealth, LLC

4.75K

Mar 31, 26

+1.19K

0.00%

TRUEFG, LLC

4.74K

Mar 31, 26

-52

0.00%

Investment Advisory Group, LLC

4.71K

Mar 31, 26

+50

0.00%

Prostatis Group LLC

4.68K

Mar 31, 26

-974

0.00%

PETTYJOHN, WOOD & WHITE, INC

4.67K

Mar 31, 26

0.00%

WNY Asset Management, LLC

4.67K

Mar 31, 26

+4.67K

0.00%

Heartland Bank & Trust Co

4.67K

Mar 31, 26

+4.67K

0.00%

Stephenson & Company, Inc.

4.65K

Mar 31, 26

+140

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

4.63K

Mar 31, 26

+310

0.00%

Kathmere Capital Management, LLC

4.63K

Mar 31, 26

+1.26K

0.00%

MFA Wealth Services

4.62K

Mar 31, 26

+102

0.00%

Strategic Financial Services, Inc,

4.62K

Mar 31, 26

-79

0.00%

BAXTER BROS INC

4.58K

Mar 31, 26

+107

0.00%

Golden State Wealth Management, LLC

4.58K

Mar 31, 26

+13

0.00%

SEI INVESTMENTS CO

4.56K

Mar 31, 26

+929

0.00%

VISIONARY HORIZONS, LLC

4.53K

Mar 31, 26

+4.53K

0.00%

WORLD EQUITY GROUP, INC.

4.53K

Mar 31, 26

0.00%

Schiavi & Co LLC

4.52K

Mar 31, 26

0.00%

LWM ADVISORS INC

4.52K

Mar 31, 26

0.00%

Atlanta Consulting Group Advisors, LLC

4.51K

Mar 31, 26

+740

0.00%

Planned Solutions, Inc.

4.49K

Mar 31, 26

0.00%

MidAtlantic Capital Management, Inc.

4.49K

Mar 31, 26

0.00%

Brightwater Advisory LLC

4.47K

Mar 31, 26

-26

0.00%

Goelzer Investment Management, Inc.

4.45K

Mar 31, 26

0.00%

Strategic Financial Partners, Ltd.

4.44K

Mar 31, 26

-480

0.00%

EQUITABLE TRUST CO

4.42K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

4.41K

Mar 31, 26

0.00%

Fairman Group, LLC

4.41K

Mar 31, 26

+1.77K

0.00%

GUIDANCE CAPITAL, INC

4.39K

Mar 31, 26

-7

0.00%

Symmetry Partners, LLC

4.38K

Mar 31, 26

+169

0.00%

OARSMAN CAPITAL, INC.

4.38K

Mar 31, 26

+89

0.00%

EAGLE GLOBAL ADVISORS LLC

4.38K

Mar 31, 26

+50

0.00%

Petix & Botte Co

4.37K

Mar 31, 26

0.00%

FSM Wealth Advisors, LLC

4.37K

Mar 31, 26

0.00%

MJP ASSOCIATES INC /ADV

4.33K

Mar 31, 26

0.00%

Pavion Blue Capital, LLC

4.31K

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

4.30K

Mar 31, 26

+463

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

4.27K

Mar 31, 26

+292

0.00%

Radnor Capital Management, LLC

4.25K

Mar 31, 26

+635

0.00%

GERMAN AMERICAN BANCORP, INC.

4.23K

Mar 31, 26

+4.23K

0.00%

Retirement Planning Co of New England, Inc.

4.22K

Mar 31, 26

+150

0.00%

Resonant Capital Advisors, LLC

4.20K

Mar 31, 26

+137

0.00%

BlueSky Wealth Advisors, LLC

4.19K

Mar 31, 26

0.00%

SENTINEL PENSION ADVISORS INC

4.19K

Mar 31, 26

+1.02K

0.00%

BCS Wealth Management

4.19K

Mar 31, 26

-4.19K

0.00%

WESTBOURNE INVESTMENTS, INC.

4.18K

Mar 31, 26

-990

0.00%

Elser Financial Planning, Inc

4.16K

Mar 31, 26

-168

0.00%

Castleview Partners, LLC

4.15K

Mar 31, 26

+1.26K

0.00%

BluePath Capital Management, LLC

4.14K

Mar 31, 26

+4.14K

0.00%

Swan Global Investments, LLC

4.14K

Mar 31, 26

-287

0.00%

FIRST FINANCIAL BANKSHARES INC

4.13K

Mar 31, 26

+4.13K

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

4.12K

Mar 31, 26

0.00%

New Republic Capital, LLC

4.09K

Mar 31, 26

0.00%

Bragg Financial Advisors, Inc

4.08K

Mar 31, 26

0.00%

FULTON BANK, N.A.

4.04K

Mar 31, 26

0.00%

ADELL HARRIMAN & CARPENTER INC

4.03K

Mar 31, 26

+4.03K

0.00%

Icon Wealth Advisors, LLC

4.02K

Mar 31, 26

-137

0.00%

PROMETHIUM ADVISORS,LLC

4.02K

Mar 31, 26

0.00%

Arlington Financial Advisors, LLC

4.02K

Mar 31, 26

-876

0.00%

Checchi Capital Advisers, LLC

4.01K

Mar 31, 26

+683

0.00%

Sterling Group Wealth Management, LLC

4.01K

Mar 31, 26

-54

0.00%

ArchPoint Investors

4.00K

Mar 31, 26

0.00%

Interchange Capital Partners, LLC

4.00K

Mar 31, 26

+500

0.00%

Park Edge Advisors, LLC

4.00K

Mar 31, 26

+4.00K

0.00%

BARLOW WEALTH PARTNERS, INC.

3.97K

Mar 31, 26

0.00%

First Bank & Trust

3.95K

Mar 31, 26

0.00%

Cannon Financial Strategists, Inc.

3.95K

Mar 31, 26

0.00%

Gilbert & Cook, Inc.

3.90K

Mar 31, 26

-141

0.00%

Rodgers & Associates, LTD

3.89K

Mar 31, 26

0.00%

Tradition Wealth Management, LLC

3.89K

Mar 31, 26

-44

0.00%

DSG Capital Advisors, LLC

3.88K

Mar 31, 26

0.00%

Werba Rubin Papier Wealth Management

3.87K

Mar 31, 26

+208

0.00%

RDA Financial Network

3.87K

Mar 31, 26

-14

0.00%

SpringVest Wealth Management LLC

3.86K

Mar 31, 26

0.00%

Hurley Capital, LLC

3.83K

Mar 31, 26

+811

0.00%

Fortis Capital Management LLC

3.82K

Mar 31, 26

-78

0.00%

Francis Financial, Inc.

3.81K

Mar 31, 26

+1.01K

0.00%

Vivaldi Capital Management LP

3.81K

Mar 31, 26

+71

0.00%

LPWM LLC

3.80K

Mar 31, 26

+381

0.00%

Sageworth Trust Co of South Dakota

3.80K

Mar 31, 26

0.00%

Foundations Investment Advisors, LLC

3.78K

Mar 31, 26

+292

0.00%

TLWM

3.72K

Mar 31, 26

+170

0.00%

PRIVATE TRUST CO NA

3.72K

Mar 31, 26

+78

0.00%

MONTAG A & ASSOCIATES INC

3.71K

Mar 31, 26

+375

0.00%

Haverford Trust Co

3.71K

Mar 31, 26

+3.71K

0.00%

Thrive Capital Management, LLC

3.67K

Mar 31, 26

+204

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

3.66K

Mar 31, 26

+331

0.00%

Towneley Capital Management, Inc / DE

3.64K

Mar 31, 26

0.00%

Horizon Investments, LLC

3.64K

Mar 31, 26

+1.82K

0.00%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

3.64K

Mar 31, 26

-152

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

3.63K

Mar 31, 26

0.00%

THORNBURG INVESTMENT MANAGEMENT INC

3.59K

Mar 31, 26

-19.76K

0.00%

Regal Investment Advisors LLC

3.59K

Mar 31, 26

+3.59K

0.00%

U.S. Capital Wealth Advisors, LLC

3.59K

Mar 31, 26

-38.47K

0.00%

Bogart Wealth, LLC

3.57K

Mar 31, 26

+1.70K

0.00%

GM Advisory Group, Inc.

3.57K

Mar 31, 26

+101

0.00%

Heritage Trust Co

3.56K

Mar 31, 26

+3.56K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

3.54K

Mar 31, 26

0.00%

CX Institutional

3.53K

Mar 31, 26

-476

0.00%

HF Advisory Group, LLC

3.53K

Mar 31, 26

-402

0.00%

Hobbs Group Advisors, LLC

3.51K

Mar 31, 26

0.00%

TCTC Holdings, LLC

3.51K

Mar 31, 26

0.00%

Gradient Investments LLC

3.50K

Mar 31, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

3.48K

Mar 31, 26

0.00%

Essex Financial Services, Inc.

3.47K

Mar 31, 26

0.00%

NVWM, LLC

3.45K

Mar 31, 26

-5.42K

0.00%

Strategic Blueprint, LLC

3.44K

Mar 31, 26

+3.44K

0.00%

Capital Planning Advisors, LLC

3.44K

Mar 31, 26

0.00%

Trek Financial, LLC

3.44K

Mar 31, 26

-27.45K

0.00%

Certified Advisory Corp

3.42K

Mar 31, 26

0.00%

PETRA FINANCIAL ADVISORS INC

3.41K

Mar 31, 26

0.00%

Altiora Financial Group, LLC

3.41K

Mar 31, 26

0.00%

Meridian Financial Partners LLC

3.39K

Mar 31, 26

-322

0.00%

Grandview Asset Management LLC

3.38K

Mar 31, 26

+3.38K

0.00%

Optivise Advisory Services LLC

3.37K

Mar 31, 26

0.00%

CNB Bank

3.37K

Mar 31, 26

0.00%

Evolution Wealth Advisors, LLC

3.35K

Mar 31, 26

+449

0.00%

CHARTER RESEARCH & INVESTMENT GROUP, INC.

3.35K

Mar 31, 26

0.00%

CSM Advisors, LLC

3.35K

Mar 31, 26

0.00%

BENJAMIN EDWARDS INC

3.32K

Mar 31, 26

+3.32K

0.00%

Morton Capital Management LLC/CA

3.31K

Mar 31, 26

+198

0.00%

Dominguez Wealth Management Solutions, Inc.

3.31K

Mar 31, 26

0.00%

MELFA WEALTH MANAGEMENT, LLC

3.31K

Mar 31, 26

-200

0.00%

First National Advisers, LLC

3.29K

Mar 31, 26

+29

0.00%

Pacific Sage Partners, LLC

3.29K

Mar 31, 26

0.00%

Tufton Capital Management

3.27K

Mar 31, 26

0.00%

Rockline Wealth Management, LLC

3.25K

Mar 31, 26

+509

0.00%

Wealth Group Ltd

3.24K

Mar 31, 26

0.00%

eCIO, Inc.

3.22K

Mar 31, 26

-33

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.21K

Mar 31, 26

-3.56K

0.00%

Cypress Capital Group

3.20K

Mar 31, 26

0.00%

QUARRY HILL ADVISORS, LLC

3.19K

Mar 31, 26

-338

0.00%

GRIMES & COMPANY, INC.

3.19K

Mar 31, 26

0.00%

Traynor Capital Management, Inc.

3.19K

Mar 31, 26

-2.62K

0.00%

D L CARLSON INVESTMENT GROUP INC

3.18K

Mar 31, 26

+51

0.00%

MAIRS & POWER INC

3.18K

Mar 31, 26

0.00%

Owen LaRue, LLC

3.18K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

3.17K

Mar 31, 26

0.00%

EdgeRock Capital LLC

3.17K

Mar 31, 26

0.00%

Legacy Private Trust Co.

3.17K

Mar 31, 26

0.00%

KFA Private Wealth Group, LLC

3.17K

Mar 31, 26

+250

0.00%

Annis Gardner Whiting Capital Advisors, LLC

3.12K

Mar 31, 26

-163

0.00%

MASECO LLP

3.12K

Mar 31, 26

-235

0.00%

Heartwood Wealth Advisors LLC

3.12K

Mar 31, 26

+3.12K

0.00%

Legacy Advisors, LLC

3.12K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

3.11K

Mar 31, 26

0.00%

Aspiring Ventures, LLC

3.10K

Mar 31, 26

0.00%

Ellevest, Inc.

3.09K

Mar 31, 26

0.00%

Independence Bank of Kentucky

3.09K

Mar 31, 26

0.00%

Brand Asset Management Group, Inc.

3.08K

Mar 31, 26

-124

0.00%

Sterling Investment Counsel, LLC

3.08K

Mar 31, 26

+190

0.00%

Texas Capital Bank Wealth Management Services Inc

3.08K

Mar 31, 26

0.00%

SilverOak Wealth Management LLC

3.07K

Mar 31, 26

0.00%

VISTA CAPITAL PARTNERS, INC.

3.07K

Mar 31, 26

+3.07K

0.00%

ENTREWEALTH, LLC

3.06K

Mar 31, 26

+3.06K

0.00%

HHM Wealth Advisors, LLC

3.06K

Mar 31, 26

0.00%

COOPER/HAIMS ADVISORS, LLC

3.06K

Mar 31, 26

-1.10K

0.00%

Chokshi & Queen Wealth Advisors, Inc

3.06K

Mar 31, 26

+3.06K

0.00%

Quadcap Wealth Management, LLC

3.05K

Mar 31, 26

0.00%

Bath Savings Trust Co

3.04K

Mar 31, 26

0.00%

FORBES J M & CO LLP

3.02K

Mar 31, 26

+3.02K

0.00%

Omega Financial Group, LLC

3.02K

Mar 31, 26

+60

0.00%

Fort Vancouver Investment Management, LLC

3.01K

Mar 31, 26

-83

0.00%

Cornerstone Wealth Advisors, Inc.

3.01K

Mar 31, 26

0.00%

VISTA INVESTMENT MANAGEMENT

3.01K

Mar 31, 26

+110

0.00%

LongView Wealth Management

3.01K

Mar 31, 26

-35

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

3.00K

Mar 31, 26

0.00%

COURIER CAPITAL LLC

3.00K

Mar 31, 26

0.00%

Family Investment Center, Inc.

2.99K

Mar 31, 26

+2.99K

0.00%

Advance Capital Management, Inc.

2.99K

Mar 31, 26

0.00%

ELEMENT POINTE ADVISORS, LLC

2.99K

Mar 31, 26

0.00%

SVB WEALTH LLC

2.97K

Mar 31, 26

-1.31K

0.00%

Jessup Wealth Management, Inc

2.97K

Mar 31, 26

-10

0.00%

Altus Wealth Group LLC

2.97K

Mar 31, 26

0.00%

Colonial Trust Advisors

2.97K

Mar 31, 26

-2.00K

0.00%

Tacita Capital Inc

2.93K

Mar 31, 26

-435

0.00%

Wealth Alliance

2.92K

Mar 31, 26

-906

0.00%

Paragon Advisors, LLC

2.90K

Mar 31, 26

-1.60K

0.00%

Confluence Wealth Services, Inc.

2.90K

Mar 31, 26

-240

0.00%

Key FInancial Inc

2.88K

Mar 31, 26

0.00%

INGALLS & SNYDER LLC

2.86K

Mar 31, 26

+2.86K

0.00%

Towercrest Capital Management

2.86K

Mar 31, 26

+2.86K

0.00%

Alliance Wealth Management Group

2.86K

Mar 31, 26

+2.86K

0.00%

Atala Financial Inc

2.85K

Mar 31, 26

0.00%

Ardent Capital Management, Inc.

2.85K

Mar 31, 26

0.00%

Lynx Investment Advisory

2.84K

Mar 31, 26

+2.84K

0.00%

Wealthstar Advisors, LLC

2.81K

Mar 31, 26

0.00%

CVFG LLC

2.80K

Mar 31, 26

+2.80K

0.00%

VisionPoint Advisory Group, LLC

2.80K

Mar 31, 26

+2.80K

0.00%

Capital Management Associates, Inc

2.79K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

2.78K

Mar 31, 26

+2.03K

0.00%

D.B. Root & Company, LLC

2.77K

Mar 31, 26

+2.77K

0.00%

LAKE STREET FINANCIAL LLC

2.76K

Mar 31, 26

-21.29K

0.00%

OPTIMA CAPITAL LLC

2.76K

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

2.75K

Mar 31, 26

+1.85K

0.00%

Arrowroot Family Office, LLC

2.75K

Mar 31, 26

+2.75K

0.00%

Santori & Peters, Inc.

2.74K

Mar 31, 26

-94

0.00%

Continuum Advisory, LLC

2.74K

Mar 31, 26

+2.74K

0.00%

Attessa Capital LLC

2.73K

Mar 31, 26

-195

0.00%

Strategic Wealth Partners, Ltd.

2.72K

Mar 31, 26

+45

0.00%

Clearstead Trust, LLC

2.72K

Mar 31, 26

0.00%

RETIREMENT PLANNING GROUP, LLC / NY

2.72K

Mar 31, 26

+2.72K

0.00%

FULTON BREAKEFIELD BROENNIMAN LLC

2.72K

Mar 31, 26

-36

0.00%

CHAPMAN FINANCIAL GROUP, LLC

2.71K

Mar 31, 26

0.00%

Crescent Grove Advisors, LLC

2.70K

Mar 31, 26

+2.70K

0.00%

apricus wealth, LLC

2.69K

Mar 31, 26

+2.69K

0.00%

Sollinda Capital Management LLC

2.69K

Mar 31, 26

-22.33K

0.00%

LFA - Lugano Financial Advisors SA

2.68K

Mar 31, 26

0.00%

BostonPremier Wealth LLC

2.67K

Mar 31, 26

+2.67K

0.00%

Intelligent Financial Strategies

2.62K

Mar 31, 26

+145

0.00%

Quaker Wealth Management, LLC

2.61K

Mar 31, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

2.58K

Mar 31, 26

0.00%

GW&K Investment Management, LLC

2.50K

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

2.48K

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.43K

Mar 31, 26

+436

0.00%

Financial Perspectives, Inc

2.15K

Mar 31, 26

+180

0.00%

Pacifica Partners Inc.

2.14K

Mar 31, 26

+801

0.00%

Cornerstone Planning Group LLC

2.11K

Mar 31, 26

-114

0.00%

ZRC WEALTH MANAGEMENT, LLC

2.04K

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

2.01K

Mar 31, 26

0.00%

Bollard Group LLC

2.00K

Mar 31, 26

+203

0.00%

MV CAPITAL MANAGEMENT, INC.

1.95K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.94K

Mar 31, 26

-306

0.00%

CENTAURUS FINANCIAL, INC.

1.91K

Mar 31, 26

-10

0.00%

Center for Financial Planning, Inc.

1.91K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.86K

Mar 31, 26

-244

0.00%

Ritter Daniher Financial Advisory LLC / DE

1.76K

Mar 31, 26

-436

0.00%

LGT Financial Advisors LLC

1.75K

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

1.74K

Mar 31, 26

0.00%

Provident Wealth Management, LLC

1.67K

Mar 31, 26

0.00%

Evolution Advisers, Inc.

1.65K

Mar 31, 26

0.00%

USA Financial Portformulas Corp

1.64K

Mar 31, 26

-284

0.00%

Qube Research & Technologies Ltd

1.61K

Mar 31, 26

-6.63K

0.00%

Mondrian Investment Partners LTD

1.59K

Mar 31, 26

-2.13K

0.00%

Legacy Bridge, LLC

1.55K

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.54K

Mar 31, 26

+25

0.00%

Glass Jacobson Investment Advisors llc

1.49K

Mar 31, 26

+127

0.00%

Zeit Capital LLC

1.48K

Mar 31, 26

-68

0.00%

Strategic Investment Advisors / MI

1.40K

Mar 31, 26

+1.40K

0.00%

First Pacific Financial

1.40K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

1.38K

Mar 31, 26

0.00%

Versant Capital Management, Inc

1.34K

Mar 31, 26

0.00%

SWAN Capital LLC

1.31K

Mar 31, 26

-3.90K

0.00%

NCP Inc.

1.30K

Mar 31, 26

-6.54K

0.00%

Financial Freedom, LLC

1.27K

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.26K

Mar 31, 26

0.00%

Copia Wealth Management

1.25K

Mar 31, 26

+100

0.00%

Murphy & Mullick Capital Management Corp

1.25K

Mar 31, 26

+250

0.00%

TFC Financial Management, Inc.

1.25K

Mar 31, 26

0.00%

Bear Mountain Capital, Inc.

1.24K

Mar 31, 26

0.00%

Scarborough Advisors, LLC

1.11K

Mar 31, 26

+1.11K

0.00%

Synergy Investment Management, LLC

1.11K

Mar 31, 26

+1.11K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.11K

Mar 31, 26

+457

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.11K

Mar 31, 26

+124

0.00%

Biltmore Family Office, LLC

1.10K

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

1.08K

Mar 31, 26

+1.08K

0.00%

PARK NATIONAL CORP /OH/

1.05K

Mar 31, 26

+1.05K

0.00%

Bangor Savings Bank

1.04K

Mar 31, 26

0.00%

Community Bank, N.A.

1.03K

Mar 31, 26

0.00%

Horizons Wealth Management

1.01K

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

1.00K

Mar 31, 26

+65

0.00%

Activest Wealth Management

967

Mar 31, 26

0.00%

Arlington Trust Co LLC

955

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

951

Mar 31, 26

+266

0.00%

Westside Investment Management, Inc.

948

Mar 31, 26

+145

0.00%

Clayton Financial Group LLC

947

Mar 31, 26

0.00%

Crewe Advisors LLC

936

Mar 31, 26

0.00%

BARCLAYS PLC

935

Mar 31, 26

0.00%

Family Management Corp

896

Mar 31, 26

0.00%

Leo H. Evart, Inc.

890

Mar 31, 26

+890

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

871

Mar 31, 26

+871

0.00%

Mascoma Wealth Management LLC

839

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

814

Mar 31, 26

+682

0.00%

Private Wealth Management Group, LLC

805

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

799

Mar 31, 26

0.00%

CoreFirst Bank & Trust

774

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

744

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

737

Mar 31, 26

+737

0.00%

Hanson & Doremus Investment Management

690

Mar 31, 26

+500

0.00%

SALEM INVESTMENT COUNSELORS INC

682

Mar 31, 26

+682

0.00%

Graney & King, LLC

678

Mar 31, 26

+77

0.00%

Addison Advisors LLC

671

Mar 31, 26

0.00%

PFS Partners, LLC

641

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

641

Mar 31, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

607

Mar 31, 26

0.00%

BFSG, LLC

593

Mar 31, 26

0.00%

Kentucky Trust Co

555

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

517

Mar 31, 26

0.00%

Centerpoint Advisors, LLC

500

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

500

Mar 31, 26

-300

0.00%

Abound Wealth Management

495

Mar 31, 26

-133

0.00%

HighMark Wealth Management LLC

487

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

483

Mar 31, 26

-356

0.00%

TSFG, LLC

478

Mar 31, 26

0.00%

PINNEY & SCOFIELD, INC.

470

Mar 31, 26

0.00%

CITY HOLDING CO

468

Mar 31, 26

+468

0.00%

Quest 10 Wealth Builders, Inc.

457

Mar 31, 26

-2

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

435

Mar 31, 26

0.00%

Kimelman & Baird, LLC

432

Mar 31, 26

+432

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

430

Mar 31, 26

+430

0.00%

GGM Financials LLC

407

Mar 31, 26

0.00%

Cheviot Value Management, LLC

402

Mar 31, 26

0.00%

United Community Bank

371

Mar 31, 26

-142

0.00%

Trust Co

371

Mar 31, 26

0.00%

Colonial Trust Co / SC

350

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

332

Mar 31, 26

-5.33K

0.00%

Princeton Global Asset Management LLC

325

Mar 31, 26

0.00%

SUMMER ROAD LLC

320

Mar 31, 26

0.00%

Rakuten Securities, Inc.

302

Mar 31, 26

+292

0.00%

Nemes Rush Group LLC

270

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

255

Mar 31, 26

0.00%

Financial Connections Group, Inc.

254

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

252

Mar 31, 26

+252

0.00%

ST GERMAIN D J CO INC

234

Mar 31, 26

+94

0.00%

ORG Wealth Partners, LLC

231

Mar 31, 26

+80

0.00%

Crews Bank & Trust

218

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

216

Mar 31, 26

0.00%

Quent Capital, LLC

205

Mar 31, 26

0.00%

JDM Financial Group LLC

203

Mar 31, 26

0.00%

Piscataqua Savings Bank

200

Mar 31, 26

0.00%

Aberdeen Wealth Management LLC

185

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

178

Mar 31, 26

0.00%

Longview Financial Advisors, Inc.

176

Mar 31, 26

+176

0.00%

Atlantic Edge Private Wealth Management, LLC

175

Mar 31, 26

0.00%

GoalVest Advisory LLC

166

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

151

Mar 31, 26

+151

0.00%

AMERIFLEX GROUP, INC.

140

Mar 31, 26

+140

0.00%

ALERUS FINANCIAL NA

140

Mar 31, 26

0.00%

Hartford Financial Management Inc.

137

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

125

Mar 31, 26

0.00%

PEOPLES FINANCIAL SERVICES CORP.

120

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

106

Mar 31, 26

-29

0.00%

MANNING & NAPIER ADVISORS LLC

105

Mar 31, 26

0.00%

Holos Integrated Wealth LLC

102

Mar 31, 26

0.00%

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

100

Mar 31, 26

-810

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

Mar 31, 26

0.00%

STEPH & CO

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

Mar 31, 26

0.00%

Navigoe, LLC

Mar 31, 26

0.00%

Fairscale Capital, LLC

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

Mar 31, 26

0.00%

COUNTRY TRUST BANK

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

Mar 31, 26

+29

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

Mar 31, 26

-2.50K

KWMG, LLC

Mar 31, 26

-9.26K

Alpha Financial Advisors, LLC

Mar 31, 26

-3.35K

Coppell Advisory Solutions LLC

Mar 31, 26

-13.62K

Aurora Private Wealth, Inc.

Mar 31, 26

-3.58K

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-112

IFG Advisory, LLC

Mar 31, 26

-12.88K

GK Wealth Management LLC

Mar 31, 26

-3.15K

BSW Wealth Partners

Mar 31, 26

-3.20K

Motley Fool Wealth Management, LLC

Mar 31, 26

-18.62K

Aspen Grove Capital, LLC

Mar 31, 26

-3.44K

Strategic Advocates LLC

Mar 31, 26

-36

Westend Capital Management, LLC

Mar 31, 26

-185

Wealth Watch Advisors, INC

Mar 31, 26

-1.10K

Aristotle Capital Management, LLC

Mar 31, 26

-8.35K

XTX Topco Ltd

Mar 31, 26

-7.33K

SMI Advisory Services, LLC

Mar 31, 26

-5.77K

Select Equity Group, L.P.

Mar 31, 26

-546.59K

Element Wealth, LLC

Mar 31, 26

-3.02K

Arete Wealth Advisors, LLC

Mar 31, 26

-3.72K

Hanlon Investment Management, Inc.

Mar 31, 26

-11.50K

Copeland Capital Management, LLC

Mar 31, 26

-2.17K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-37.53K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-669

Delos Wealth Advisors, LLC

Mar 31, 26

-76

SOA Wealth Advisors, LLC.

Mar 31, 26

-255

Edgestream Partners, L.P.

Mar 31, 26

-4.04K

Luminist Capital LLC

Mar 31, 26

-779

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Mar 31, 26

-11.61K

UNITED SERVICES AUTOMOBILE ASSOCIATION

Mar 31, 26

-1.69M

JIM SAULNIER & ASSOCIATES, LLC

Mar 31, 26

-3.88K

Revisor Wealth Management LLC

Mar 31, 26

-3.72K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-15.37K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-60.44K

Turning Point Benefit Group, Inc.

Mar 31, 26

-36

UNIVEST FINANCIAL Corp

Mar 31, 26

-10.52K

TFB Advisors LLC

Mar 31, 26

-3.96K

ADIRONDACK TRUST CO

Mar 31, 26

-5.11K

SOL Capital Management CO

Mar 31, 26

-57.43K

JOURNEY STRATEGIC WEALTH LLC

Mar 31, 26

-4.32K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-64.26K

Hurlow Wealth Management Group, Inc.

Mar 31, 26

-3.83K

BERNZOTT CAPITAL ADVISORS

Mar 31, 26

-400

TPG Financial Advisors, LLC

Mar 31, 26

-2.75K

Advisory Alpha, LLC

Mar 31, 26

-3.60K

Quadrature Capital Ltd

Mar 31, 26

-13.38K

Paradigm Financial Partners, LLC

Mar 31, 26

-2.92K

CAMBIAR INVESTORS LLC

Mar 31, 26

-2.79K

Golden Reserve Retirement LLC

Mar 31, 26

-3.10K

Mason Investment Advisory Services, Inc.

Mar 31, 26

-3.04K

McIlrath & Eck, LLC

Mar 31, 26

-4

Washington Trust Advisors, Inc.

Mar 31, 26

-589

BRIGHTON JONES LLC

Mar 31, 26

-126.74K

Matrix Trust Co

Mar 31, 26

-8.18K

Capital Group Private Client Services, Inc.

Mar 31, 26

-4.35K

Hilltop Holdings Inc.

Mar 31, 26

-21.81K

SHAKESPEARE WEALTH MANAGEMENT, INC.

Mar 31, 26

-1.38K

Aureus Asset Management, LLC

Mar 31, 26

-6.58K

VANGUARD GROUP INC

3.92M

Dec 31, 25

-57.60K

0.35%

AllGen Financial Advisors, Inc.

513.64K

Dec 31, 25

+16.86K

0.05%

Lanham O'Dell & Company, Inc.

412.05K

Dec 31, 25

+59.62K

0.04%

Tolleson Wealth Management, Inc.

296.83K

Dec 31, 25

-8.68K

0.03%

COMERICA BANK

194.45K

Dec 31, 25

+7.40K

0.02%

TRUST CO OF VERMONT

136.29K

Dec 31, 25

+21.44K

0.01%

CIBC Private Wealth Group, LLC

107.91K

Dec 31, 25

+4.20K

0.01%

Principia Wealth Advisory, LLC

72.15K

Dec 31, 25

-8.90K

0.01%

MGB Wealth Management, LLC

35.22K

Dec 31, 25

+3.23K

0.00%

Main Street Financial Solutions, LLC

34.69K

Dec 31, 25

+1.07K

0.00%

Litman Gregory Wealth Management LLC

27.74K

Dec 31, 25

-47

0.00%

Global Retirement Partners, LLC

19.88K

Dec 31, 25

+3.42K

0.00%

MERITAGE PORTFOLIO MANAGEMENT

17.78K

Dec 31, 25

+391

0.00%

Edge Financial Advisors LLC

11.72K

Dec 31, 25

-102

0.00%

Dentgroup LLC

11.56K

Dec 31, 25

-3.69K

0.00%

New Millennium Group LLC

10.63K

Dec 31, 25

+10.63K

0.00%

Austin Private Wealth, LLC

6.71K

Dec 31, 25

-760

0.00%

FineMark National Bank & Trust

6.07K

Dec 31, 25

-298

0.00%

NICOLET ADVISORY SERVICES, LLC

5.77K

Dec 31, 25

+204

0.00%

SSA SWISS ADVISORS AG

4.76K

Dec 31, 25

0.00%

Hedges Asset Management LLC

4.60K

Dec 31, 25

0.00%

Clarius Group, LLC

4.00K

Dec 31, 25

0.00%

Nalls Sherbakoff Group, LLC

3.59K

Dec 31, 25

0.00%

Long Run Wealth Advisors, LLC

2.98K

Dec 31, 25

+2.98K

0.00%

SageView Advisory Group, LLC

2.85K

Dec 31, 25

+2.85K

0.00%

Heritage Wealth Advisors

1.61K

Dec 31, 25

+15

0.00%

ORG Partners LLC

836

Dec 31, 25

+756

0.00%

Pandora Wealth, Inc.

795

Dec 31, 25

0.00%

Stephens Consulting, LLC

372

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

160

Dec 31, 25

+160

0.00%

Motiv8 Investments LLC

131

Dec 31, 25

+131

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-546

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.60K

EMC Capital Management

Dec 31, 25

-1.90K

Capitolis Liquid Global Markets LLC

Dec 31, 25

-563.40K

Blue Barn Wealth, LLC

Dec 31, 25

-7.73K

COUNTRY CLUB BANK /GFN

194.17K

Sep 30, 25

-1.42K

0.02%

PINNACLE FINANCIAL PARTNERS INC

145.64K

Sep 30, 25

+682

0.01%

WETHERBY ASSET MANAGEMENT INC

59.01K

Sep 30, 25

-4

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

32.29K

Sep 30, 25

0.00%

Lokken Investment Group LLC

25.42K

Sep 30, 25

+1.82K

0.00%

Copperleaf Capital, LLC

16.20K

Sep 30, 25

0.00%

Financial Advocates Investment Management

10.03K

Sep 30, 25

-5.38K

0.00%

Bridge Creek Capital Management LLC

9.63K

Sep 30, 25

+5.83K

0.00%

FIRST NATIONAL CORP /MA/ /ADV

7.46K

Sep 30, 25

-119

0.00%

Bristlecone Advisors, LLC

5.71K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

3.62K

Sep 30, 25

+375

0.00%

Lion Street Advisors, LLC

3.54K

Sep 30, 25

+3.54K

0.00%

MAS Advisors LLC

3.36K

Sep 30, 25

+64

0.00%

SYNOVUS FINANCIAL CORP

3.11K

Sep 30, 25

-241

0.00%

Willow Creek Wealth Management Inc.

2.83K

Sep 30, 25

+2.83K

0.00%

OPTIMUM INVESTMENT ADVISORS

2.63K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

1.70K

Sep 30, 25

0.00%

Hemington Wealth Management

744

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

712

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

700

Sep 30, 25

-26.14K

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-28.63K

L.M. KOHN & COMPANY

Sep 30, 25

-28.01K

First Horizon Advisors, Inc.

668.92K

Jun 30, 25

+25.46K

0.06%

Congress Wealth Management LLC / DE /

293.51K

Jun 30, 25

+225.59K

0.03%

Benchmark Wealth Management, LLC

135.38K

Jun 30, 25

-248

0.01%

AVANTAX ADVISORY SERVICES, INC.

132.34K

Jun 30, 25

-33.52K

0.01%

Atria Wealth Solutions, Inc.

99.75K

Jun 30, 25

-119.59K

0.01%

Northeast Financial Consultants Inc

49.04K

Jun 30, 25

0.00%

DHK Financial Advisors, Inc.

43.74K

Jun 30, 25

0.00%

Shorepath Capital Management LLC

18.77K

Jun 30, 25

0.00%

FORTE CAPITAL LLC /ADV

10.40K

Jun 30, 25

0.00%

Sebold Capital Management, Inc.

9.96K

Jun 30, 25

0.00%

Graypoint LLC

9.26K

Jun 30, 25

-170

0.00%

J. W. Coons Advisors, LLC

8.91K

Jun 30, 25

0.00%

PrairieView Partners, LLC

8.78K

Jun 30, 25

+1.08K

0.00%

Horan Securities, Inc.

8.26K

Jun 30, 25

-2.38K

0.00%

Breed's Hill Capital LLC

7.73K

Jun 30, 25

-64

0.00%

Centricity Wealth Management, LLC

6.56K

Jun 30, 25

+965

0.00%

Financial Partners Group, LLC

6.26K

Jun 30, 25

0.00%

Summit X, LLC

5.85K

Jun 30, 25

0.00%

Bordeaux Wealth Advisors LLC

5.25K

Jun 30, 25

+1.80K

0.00%

Good Life Advisors, LLC

4.24K

Jun 30, 25

-545

0.00%

Belmont Capital, LLC

997

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

792

Jun 30, 25

+442

0.00%

Kings Path Partners LLC

374

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

125

Jun 30, 25

+125

0.00%

Callan Capital, LLC

212.03K

Mar 31, 25

-7.97K

0.02%

Monterey Private Wealth, Inc.

147.13K

Mar 31, 25

+2.86K

0.01%

Wolf Group Capital Advisors

105.62K

Mar 31, 25

+51.66K

0.01%

Wade Financial Advisory, Inc

98.70K

Mar 31, 25

-6.06K

0.01%

Sabal Trust CO

28.88K

Mar 31, 25

+34

0.00%

Marcum Wealth, LLC

28.80K

Mar 31, 25

-100

0.00%

BluePointe Capital Management, LLC

25.98K

Mar 31, 25

+11.67K

0.00%

Lane & Associates LLC

19.07K

Mar 31, 25

-336

0.00%

Sandy Spring Bank

15.05K

Mar 31, 25

0.00%

Orion Portfolio Solutions, LLC

12.02K

Mar 31, 25

+2.65K

0.00%

Michael A. Dubis Financial Planning, LLC

10.88K

Mar 31, 25

0.00%

NAPATREE CAPITAL LLC

9.91K

Mar 31, 25

0.00%

Safeguard Financial, LLC

8.16K

Mar 31, 25

-200

0.00%

Cahill Wealth Management, LLC

7.54K

Mar 31, 25

-198

0.00%

CAROLINAS WEALTH CONSULTING LLC

4.57K

Mar 31, 25

0.00%

Coordinated Financial Services, Inc./CO

3.72K

Mar 31, 25

+3.72K

0.00%

Lindbrook Capital, LLC

3.54K

Mar 31, 25

-5.00K

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-21.32K

Schechter Investment Advisors, LLC

Mar 31, 25

-11.53K

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-44.13K

Buckingham Capital Management, Inc.

556.24K

Dec 31, 24

+4.17K

0.05%

Zions Bancorporation, N.A.

316.84K

Dec 31, 24

+250.66K

0.03%

Madison Investment Advisors, LLC

199.21K

Dec 31, 24

+199.21K

0.02%

LAKE STREET ADVISORS GROUP, LLC

154.24K

Dec 31, 24

-1.39K

0.01%

TrinityPoint Wealth, LLC

115.45K

Dec 31, 24

-34.31K

0.01%

M Financial Asset Management, Inc.

85.64K

Dec 31, 24

-25.62K

0.01%

Fairhaven Wealth Management, LLC

40.16K

Dec 31, 24

0.00%

Tallon Kerry Patrick

39.06K

Dec 31, 24

+39.06K

0.00%

BOSTON FINANCIAL MANGEMENT LLC

36.47K

Dec 31, 24

+1.17K

0.00%

Maxwell Wealth Strategies Inc.

17.85K

Dec 31, 24

0.00%

Merriman Wealth Management, LLC

14.97K

Dec 31, 24

0.00%

HTLF Bank

8.65K

Dec 31, 24

0.00%

Executive Wealth Management, LLC

8.09K

Dec 31, 24

-375

0.00%

Eagle Ridge Investment Management

6.94K

Dec 31, 24

0.00%

UNIONVIEW, LLC

6.42K

Dec 31, 24

+95

0.00%

EPIQ Capital Group, LLC

4.94K

Dec 31, 24

+79

0.00%

Gray Wealth Management Inc.

3.63K

Dec 31, 24

0.00%

Private Portfolio Partners LLC

3.60K

Dec 31, 24

-20

0.00%

Cassady Schiller Wealth Management, LLC

2.46K

Dec 31, 24

-1.74K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.22K

Dec 31, 24

+1.37K

0.00%

WINTRUST INVESTMENTS LLC

2.17K

Dec 31, 24

-276

0.00%

Kiely Wealth Advisory Group, Inc.

2.04K

Dec 31, 24

-2.04K

0.00%

RE Dickinson Investment Advisors, LLC

408

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

340

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

-260

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Edge Capital Group, LLC

Dec 31, 24

-3.21K

Treynor Bancshares, Inc.

Dec 31, 24

-4.86K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-32

RAYMOND JAMES & ASSOCIATES

6.18M

Sep 30, 24

+100.75K

0.54%

Raymond James Financial Services Advisors, Inc.

1.23M

Sep 30, 24

+7.14K

0.11%

Sweet Financial Partners, LLC

327.80K

Sep 30, 24

-9.15K

0.03%

PRIO WEALTH LIMITED PARTNERSHIP

313.82K

Sep 30, 24

+459

0.03%

Waypoint Capital Advisors, LLC

156.08K

Sep 30, 24

-4.38K

0.01%

Axiom Advisory, LLC

104.93K

Sep 30, 24

+2.44K

0.01%

Syntrinsic LLC

88.34K

Sep 30, 24

+816

0.01%

RAYMOND JAMES TRUST N.A.

79.83K

Sep 30, 24

+3.80K

0.01%

GYL FINANCIAL SYNERGIES, LLC

49.46K

Sep 30, 24

+3.64K

0.00%

9258 Wealth Management, LLC

47.17K

Sep 30, 24

-1.16K

0.00%

Carmichael Hill & Associates, Inc.

27.08K

Sep 30, 24

-1.64K

0.00%

Susquehanna Foundation

20.25K

Sep 30, 24

0.00%

ETFIDEA, LLC

9.68K

Sep 30, 24

-149

0.00%

Annapolis Financial Services, LLC

8.57K

Sep 30, 24

-303

0.00%

First Trust Direct Indexing L.P.

8.48K

Sep 30, 24

+4.09K

0.00%

Financial Planning & Information Services, Inc.

4.17K

Sep 30, 24

+299

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

3.59K

Sep 30, 24

-1.10K

0.00%

Halpern Financial, Inc.

648

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

401

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

365

Sep 30, 24

+365

0.00%

Planning Capital Management Corp

Sep 30, 24

-1.18K

Naples Money Management LLC

Sep 30, 24

-258

OIKOS HOLDINGS LLC

202.55K

Jun 30, 24

-2.25K

0.02%

BUCKINGHAM STRATEGIC WEALTH, LLC

128.96K

Jun 30, 24

-595

0.01%

BlackRock Inc.

56.71K

Jun 30, 24

+42.35K

0.00%

Private Ocean, LLC

21.86K

Jun 30, 24

+5.13K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

15.41K

Jun 30, 24

-1.24K

0.00%

HYMAN CHARLES D

9.34K

Jun 30, 24

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

815

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

795

Jun 30, 24

0.00%

Rain Capital Management, LLC

396

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

100

Jun 30, 24

-125

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-16.32K

Cetera Advisor Networks LLC

924.57K

Mar 31, 24

-47.67K

0.08%

InterOcean Capital Group, LLC

266.78K

Mar 31, 24

+4.42K

0.02%

Cetera Advisors LLC

149.15K

Mar 31, 24

+29.26K

0.01%

Ziegler Capital Management, LLC

103.80K

Mar 31, 24

+27.20K

0.01%

Coppell Advisory Solutions Corp.

79.01K

Mar 31, 24

+79.01K

0.01%

SUMMIT FINANCIAL GROUP, INC.

38.16K

Mar 31, 24

-699

0.00%

Eudaimonia Partners, LLC

21.85K

Mar 31, 24

+332

0.00%

EUDAIMONIA ADVISORS LLC

20.95K

Mar 31, 24

+1.06K

0.00%

Strategic Wealth Partners Group LLC

12.51K

Mar 31, 24

-1.81K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

9.57K

Mar 31, 24

+76

0.00%

STEWART & PATTEN CO LLC

5.10K

Mar 31, 24

0.00%

Bromfield Sneider Wealth Advisors

670

Mar 31, 24

0.00%

Retirement Group, LLC

637

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

186

Mar 31, 24

0.00%

Bartlett & Co. LLC

266.32K

Dec 31, 23

-2.77K

0.02%

StrategIQ Financial Group, LLC

138.66K

Dec 31, 23

-4.72K

0.01%

Traverso Chambers Private Wealth Management, LLC

105.21K

Dec 31, 23

+3.18K

0.01%

Simplicity Solutions, LLC

57.23K

Dec 31, 23

+42.65K

0.01%

Baystate Wealth Management LLC

16.29K

Dec 31, 23

+467

0.00%

Landmark Financial Advisors, LLC

8.00K

Dec 31, 23

-873

0.00%

TELEMUS CAPITAL, LLC

6.51K

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

746.12K

Sep 30, 23

-150.47K

0.07%

Column Capital Advisors, LLC

694.50K

Sep 30, 23

-22.57K

0.06%

PATHSTONE FAMILY OFFICE, LLC

165.08K

Sep 30, 23

+158.74K

0.01%

PRW Wealth Management LLC

160.15K

Sep 30, 23

+160.15K

0.01%

COLONY GROUP LLC

38.30K

Sep 30, 23

+4.94K

0.00%

COMERICA SECURITIES,INC.

30.54K

Sep 30, 23

+713

0.00%

Windsor Group LTD

13.73K

Sep 30, 23

+150

0.00%

TIEDEMANN ADVISORS, LLC

11.76K

Sep 30, 23

0.00%

ROPES WEALTH ADVISORS LLC

11.30K

Sep 30, 23

0.00%

TRIAD FINANCIAL ADVISORS, INC.

11.00K

Sep 30, 23

+180

0.00%

INNOVIS ASSET MANAGEMENT LLC

8.07K

Sep 30, 23

+534

0.00%

BEDEL FINANCIAL CONSULTING INC

6.14K

Sep 30, 23

+6.14K

0.00%

Icon Wealth Partners, LLC

5.91K

Sep 30, 23

0.00%

WealthOne, LLC

4.50K

Sep 30, 23

-6.77K

0.00%

KB FINANCIAL PARTNERS, LLC

Sep 30, 23

0.00%

Veritable, L.P.

157.76K

Jun 30, 23

+26.09K

0.01%

TIAA, FSB

46.97K

Jun 30, 23

-1.89K

0.00%

Kistler-Tiffany Companies, LLC

28.40K

Jun 30, 23

+326

0.00%

Financial Architects, Inc

20.37K

Jun 30, 23

+470

0.00%

Carlsbad Wealth Advisory Group, Inc.

11.03K

Jun 30, 23

+11.03K

0.00%

AJ WEALTH STRATEGIES, LLC

6.56K

Jun 30, 23

0.00%

LEO BROKERAGE, LLC

5.21K

Jun 30, 23

+75

0.00%

TimeScale Financial, Inc.

3.62K

Jun 30, 23

+40

0.00%

BerganKDV Wealth Management, LLC

1.92K

Jun 30, 23

-3.50K

0.00%

BDO Wealth Advisors, LLC

427

Jun 30, 23

+203

0.00%

MCMILLION CAPITAL MANAGEMENT INC

365

Jun 30, 23

+365

0.00%

Vigilant Capital Management, LLC

150

Jun 30, 23

-8.88K

0.00%

Wealth CMT

Jun 30, 23

-261.34K

Domani Wealth, LLC

696.39K

Mar 31, 23

+7.39K

0.06%

Cardinal Point Wealth Management Partners, LLC

549.45K

Mar 31, 23

+37.07K

0.05%

Quantitative Advantage, LLC

448.69K

Mar 31, 23

+15.82K

0.04%

Fullen Financial Group

367.45K

Mar 31, 23

+33.66K

0.03%

Stone Asset Management Inc.

122.52K

Mar 31, 23

-176.57K

0.01%

Baldrige Asset Management LLC

9.67K

Mar 31, 23

-170

0.00%

Personal Capital Advisors Corp

433.32K

Dec 31, 22

+82.27K

0.04%

Sargent Bickham Lagudis LLC

255.18K

Dec 31, 22

+10.37K

0.02%

Capital Directions Investment Advisors, LLC

125.96K

Dec 31, 22

+125.96K

0.01%

REFRAME WEALTH, LLC

125.96K

Dec 31, 22

+125.96K

0.01%

Tillar-Wenstrup Advisors, LLC

79.69K

Dec 31, 22

-269

0.01%

ZEKE CAPITAL ADVISORS, LLC

67.56K

Dec 31, 22

+38.76K

0.01%

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

40.78K

Dec 31, 22

-3.30K

0.00%

GOFEN & GLOSSBERG LLC /IL/

37.67K

Dec 31, 22

-6.16K

0.00%

Equius Partners, Inc.

34.07K

Dec 31, 22

+34.07K

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

22.69K

Dec 31, 22

+2.63K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

21.61K

Dec 31, 22

+98

0.00%

Autus Asset Management, LLC

20.66K

Dec 31, 22

-1.00K

0.00%

YorkBridge Wealth Partners, LLC

8.70K

Dec 31, 22

+2.12K

0.00%

Laurel Wealth Advisors, Inc.

4.26K

Dec 31, 22

+4.26K

0.00%

Cribstone Capital Management, LLC

215

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-100

McCutchen Group LLC

1.32M

Sep 30, 22

+112.42K

0.12%

DOWLING & YAHNKE LLC

487.75K

Sep 30, 22

-82.02K

0.04%

HM Capital Management, LLC

203.61K

Sep 30, 22

+11.90K

0.02%

MUFG Americas Holdings Corp

169.06K

Sep 30, 22

-9.55K

0.01%

55I, LLC

150.69K

Sep 30, 22

+17.88K

0.01%

Round Table Services, LLC

117.34K

Sep 30, 22

-870.81K

0.01%

American Portfolios Advisors

102.98K

Sep 30, 22

+13.06K

0.01%

EATON VANCE MANAGEMENT

99.10K

Sep 30, 22

+87.56K

0.01%

Covington Capital Management

69.90K

Sep 30, 22

-2.52K

0.01%

Highland Private Wealth Management

52.83K

Sep 30, 22

+100

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

34.91K

Sep 30, 22

-179

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

20.26K

Sep 30, 22

+10.44K

0.00%

Beaumont Financial Partners, LLC

20.25K

Sep 30, 22

+73

0.00%

BTR CAPITAL MANAGEMENT INC

19.61K

Sep 30, 22

0.00%

Doyle Wealth Management

14.16K

Sep 30, 22

-1.76K

0.00%

BLUESTEIN R H & CO LLC

11.62K

Sep 30, 22

+1.34K

0.00%

DRW SECURITIES, L.L.C.

11.36K

Sep 30, 22

+11.36K

0.00%

REGENTATLANTIC CAPITAL LLC

10.79K

Sep 30, 22

+4.80K

0.00%

Spectrum Management Group, LLC

7.98K

Sep 30, 22

+7.98K

0.00%

Surevest, LLC

2.22K

Sep 30, 22

+57

0.00%

Strategic Asset Management, LLC

727

Sep 30, 22

0.00%

American Research & Management Co.

400

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-614

Corient Capital Partners, LLC

Sep 30, 22

-10.48K

BIVIN & ASSOCIATES, INC.

143.39K

Jun 30, 22

-7.38K

0.01%

MURPHY CAPITAL MANAGEMENT INC

84.22K

Jun 30, 22

+3.58K

0.01%

Frontier Wealth Management LLC

18.94K

Jun 30, 22

+72

0.00%

Fieldpoint Private Securities, LLC

18.71K

Jun 30, 22

-931

0.00%

B. Riley Wealth Management, Inc.

18.55K

Jun 30, 22

+18.55K

0.00%

BREWIN DOLPHIN LTD

7.99K

Jun 30, 22

0.00%

Altium Wealth Management LLC

7.27K

Jun 30, 22

+953

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

4.72K

Jun 30, 22

+2.36K

0.00%

Private Capital Group, LLC

2.57K

Jun 30, 22

-57

0.00%

Emerson Wealth, LLC

1.12K

Jun 30, 22

0.00%

ELM ADVISORS, LLC

152.33K

Mar 31, 22

-125.77K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

57.69K

Mar 31, 22

+11.91K

0.01%

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

31.33K

Mar 31, 22

-24.91K

0.00%

People's United Financial, Inc.

22.22K

Mar 31, 22

-35.55K

0.00%

Barrett Asset Management, LLC

18.18K

Mar 31, 22

0.00%

Ferris Capital, LLC

4.87K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

3.93K

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

1.97K

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

934

Mar 31, 22

0.00%

Permit Capital Advisors, LLC

440

Mar 31, 22

+440

0.00%

KEYSTONE WEALTH PARTNERS

Mar 31, 22

-20.55K

Country Club Trust Company, n.a.

187.87K

Dec 31, 21

+14.49K

0.02%

Altavista Wealth Management, Inc.

139.47K

Dec 31, 21

+2.91K

0.01%

Clearshares LLC

97.14K

Dec 31, 21

0.01%

Paradigm Financial Advisors, LLC

50.24K

Dec 31, 21

-2.46K

0.00%

NEXT Financial Group, Inc

40.01K

Dec 31, 21

+523

0.00%

Biltmore Capital Advisors LLC

33.95K

Dec 31, 21

+22.95K

0.00%

Carroll Financial Associates, Inc.

26.06K

Dec 31, 21

+483

0.00%

Asset Planning Services, Ltd.

11.88K

Dec 31, 21

+2.56K

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Cassaday & Co Inc.

Dec 31, 21

0.00%

Homrich & Berg

723.02K

Sep 30, 21

+3.96K

0.06%

Cardinal Point Wealth Management LLC

226.70K

Sep 30, 21

+13.40K

0.02%

BINGHAM OSBORN & SCARBOROUGH LLC

138.18K

Sep 30, 21

+37.15K

0.01%

Berman Capital Advisors, LLC

75.36K

Sep 30, 21

+268

0.01%

Alexandria Capital, LLC

24.26K

Sep 30, 21

-165

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

21.12K

Sep 30, 21

+118

0.00%

Ameritas Investment Company, LLC

17.71K

Sep 30, 21

+6.98K

0.00%

DeGreen Capital Management LLC

12.42K

Sep 30, 21

+269

0.00%

MANAGED ACCOUNT SERVICES INC

6.96K

Sep 30, 21

-4.24K

0.00%

Harborview Advisors, LLC

5.97K

Sep 30, 21

-121

0.00%

Cascadia Advisory Services, LLC

3.37K

Sep 30, 21

0.00%

SECURITY NATIONAL TRUST CO

334

Sep 30, 21

0.00%

Sonora Investment Management, LLC

175

Sep 30, 21

+175

0.00%

BBVA USA

128

Sep 30, 21

0.00%

QS Investors, LLC

4.83M

Jun 30, 21

+1.00M

0.43%

ARS Wealth Advisors, LLC

436.73K

Jun 30, 21

+26.96K

0.04%

PNC Managed Account Solutions, Inc.

249.32K

Jun 30, 21

+249.32K

0.02%

BADGLEY PHELPS & BELL INC

91.23K

Jun 30, 21

-970

0.01%

Nachman Norwood & Parrott, Inc

53.74K

Jun 30, 21

-1.03K

0.00%

Pinnacle Wealth Advisors

44.58K

Jun 30, 21

+44.58K

0.00%

AdvicePeriod, LLC

39.05K

Jun 30, 21

-2.06K

0.00%

Novak Financial Planning, LLC

10.98K

Jun 30, 21

+10

0.00%

USCA RIA LLC

3.44K

Jun 30, 21

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

3.17K

Jun 30, 21

-21.02K

0.00%

Hoover Financial Advisors, Inc.

2.70K

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

854

Jun 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

389.97K

Mar 31, 21

-4.26K

0.03%

BBVA USA Bancshares, Inc.

156.50K

Mar 31, 21

+73.21K

0.01%

TCF National Bank

85.91K

Mar 31, 21

+31.73K

0.01%

Rikoon Group, LLC

15.63K

Mar 31, 21

-138

0.00%

Integer Wealth Advisors Group LLC

12.72K

Mar 31, 21

-4.08K

0.00%

Pinnacle Advisory Group, Inc.

4.54K

Mar 31, 21

0.00%

Paracle Advisors, LLC

Mar 31, 21

-7.61K

BAINCO INTERNATIONAL INVESTORS

724.00K

Dec 31, 20

+287.41K

0.06%

Beacon Wealthcare, Inc

176.54K

Dec 31, 20

-818

0.02%

BERRY GROUP, LLC

121.25K

Dec 31, 20

-333

0.01%

SVA Wealth Management, LLC

94.28K

Dec 31, 20

-2.94K

0.01%

NewFocus Financial Group, LLC

13.83K

Dec 31, 20

+364

0.00%

Winslow, Evans & Crocker, Inc.

4.62K

Dec 31, 20

+1.81K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

2.67K

Dec 31, 20

0.00%

ETRADE Capital Management LLC

6.25M

Sep 30, 20

-154.01K

0.55%

Filament LLC

1.82M

Sep 30, 20

+2.74K

0.16%

Stearns Financial Services Group

938.24K

Sep 30, 20

-105.54K

0.08%

Wealthspire Advisors, L.P.

458.81K

Sep 30, 20

-11.92K

0.04%

First Allied Advisory Services, Inc.

17.18K

Sep 30, 20

+577

0.00%

Wellesley Investment Partners, LLC

11.94K

Sep 30, 20

-625

0.00%

FCG ADVISORS, LLC

10.40K

Sep 30, 20

+4.37K

0.00%

LifePlan Financial Group, Inc

8.26K

Sep 30, 20

-1.35K

0.00%

Independence Advisors, LLC

1.05K

Sep 30, 20

-9

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

590

Sep 30, 20

-144

0.00%

TRUEWEALTH LLC

42.52K

Jun 30, 20

-3.58K

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

8.33K

Jun 30, 20

+44

0.00%

IBERIABANK CORP

7.84K

Jun 30, 20

-126

0.00%

Argent Wealth Management LLC

5.40K

Jun 30, 20

+203

0.00%

STRALEM & CO INC

2.64K

Jun 30, 20

0.00%

PagnatoKarp Partners LLC

69.79K

Mar 31, 20

+69.79K

0.01%

Fiduciary Trust Co International of Pennsylvania

17.43K

Mar 31, 20

+17.43K

0.00%

BOYS ARNOLD & CO INC

13.69K

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

931

Mar 31, 20

-11

0.00%

Willingdon Wealth Management

Mar 31, 20

-100

Advisor Group, Inc.

632.98K

Dec 31, 19

+7.71K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

358.26K

Dec 31, 19

-15.47K

0.03%

CIBC BANK USA

34.59K

Dec 31, 19

+1.00K

0.00%

Integre Asset Management, LLC

10.99K

Dec 31, 19

+46

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

6.35K

Dec 31, 19

+6.35K

0.00%

Beacon Pointe Wealth Advisors, LLC

4.43K

Dec 31, 19

+4.43K

0.00%

Whitnell & Co.

1.48K

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

1.83M

Sep 30, 19

+282.33K

0.16%

MADISON INVESTMENT HOLDINGS INC

1.51M

Sep 30, 19

-277.88K

0.13%

SUNTRUST BANKS INC

280.75K

Sep 30, 19

-16.56K

0.02%

BOSTON ADVISORS LLC

211.37K

Sep 30, 19

-14.42K

0.02%

MADRONA FUNDS, LLC

172.48K

Sep 30, 19

+172.48K

0.02%

Highwater Wealth Management, LLC

22.12K

Sep 30, 19

+4.50K

0.00%

Guidant Wealth Advisors

19.47K

Sep 30, 19

-399

0.00%

MRA Associates USA LLC

4.06K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

400

Sep 30, 19

0.00%

PERSONAL FINANCIAL CONSULTANTS INC /ADV

405.33K

Jun 30, 19

+3.27K

0.04%

LODESTAR INVESTMENT COUNSEL LLC/IL

199.31K

Jun 30, 19

+4.26K

0.02%

Planning Solutions Group LLC

137.63K

Jun 30, 19

+12.63K

0.01%

CHEMICAL BANK

35.54K

Jun 30, 19

+3.99K

0.00%

WILLIAMS JONES & ASSOCIATES LLC

17.66K

Jun 30, 19

-7.50K

0.00%

INR ADVISORY SERVICES LLC

3.82M

Mar 31, 19

+106.61K

0.34%

HL FINANCIAL SERVICES LLC

427.64K

Mar 31, 19

-39.51K

0.04%

Stokes & Hubbell Capital Management, LLC

282.32K

Mar 31, 19

-145.08K

0.02%

BKS ADVISORS, LLC

60.28K

Mar 31, 19

+1.80K

0.01%

Sound View Wealth Advisors, LLC

19.18K

Mar 31, 19

-4.23K

0.00%

NEXT Financial Holdings

5.08K

Mar 31, 19

+5.08K

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

Mar 31, 19

-44

0.00%

TD Ameritrade Trust Co

Mar 31, 19

-466.71K

McQueen, Ball & Associates Inc.

165.31K

Dec 31, 18

+139

0.01%

NORTHERN CAPITAL MANAGEMENT LLC

121.33K

Dec 31, 18

+2.67K

0.01%

Watermark Asset Management, Inc.

103.28K

Dec 31, 18

+63.37K

0.01%

Clarfeld Financial Advisors, LLC

29.32K

Dec 31, 18

+29.32K

0.00%

Signature Financial Management, Inc.

14.71K

Dec 31, 18

+10.39K

0.00%

COMERICA SECURITIES INC

6.14K

Dec 31, 18

+6.14K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

1.77K

Dec 31, 18

+1.77K

0.00%

WealthTrust-Arizona, LLC

851

Dec 31, 18

-60

0.00%

Palo Capital, Inc.

Dec 31, 18

-3.76K

Opera Trading Capital

Dec 31, 18

-700

Summit Equities Inc

2.32M

Sep 30, 18

+30.51K

0.20%

Zions Bancorporation

1.36M

Sep 30, 18

+1.36M

0.12%

RAND WEALTH, LLC

404.52K

Sep 30, 18

+2.66K

0.04%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

46.43K

Sep 30, 18

-17.19K

0.00%

Lehman Financial Resources, Inc.

12.25K

Sep 30, 18

+12.25K

0.00%

Dragon Financial & Investment Group, LLC

7.81K

Sep 30, 18

-2.29K

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

3.97K

Sep 30, 18

+3.97K

0.00%

Vantage Investment Advisors, LLC

3.11K

Sep 30, 18

-1.53K

0.00%

WEALTHFRONT Corp

Sep 30, 18

-3.93K

Mosaic Financial Partners, Inc.

3.87K

Jun 30, 18

+81

0.00%

Edge Advisors, LLC

1.72K

Jun 30, 18

0.00%

Delpha Capital Management, LLC

17.45K

Mar 31, 18

+17.45K

0.00%

Huntington Steele LLC

9.03K

Mar 31, 18

0.00%

Allegis Investment Advisors, LLC

Mar 31, 18

-3.76K

BB&T INVESTMENT SERVICES, INC.

170.53K

Dec 31, 17

+52.76K

0.02%

MILLIE CAPITAL MANAGEMENT, LLC

134.48K

Dec 31, 17

+250

0.01%

BRIDGES INVESTMENT COUNSEL INC/

75.17K

Dec 31, 17

+9.74K

0.01%

SII INVESTMENTS INC/WI

50.13K

Dec 31, 17

-197.35K

0.00%

MPI INVESTMENT MANAGEMENT, INC.

37.74K

Dec 31, 17

+37.74K

0.00%

IFC Holdings Incorporated/FL

28.26K

Dec 31, 17

+7.40K

0.00%

WealthShield, LLC

24.86K

Dec 31, 17

+24.86K

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

23.26K

Dec 31, 17

-61.12K

0.00%

GFS Private Wealth, LLC

8.47K

Dec 31, 17

+8.47K

0.00%

Yellowstone Partners, LLC

6.25K

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-69.39K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-11.07K

HUTCHENS INVESTMENT MANAGEMENT INC

Dec 31, 17

Jacobus Wealth Management, Inc.

105.03K

Sep 30, 17

+7.73K

0.01%

Threshold Group LLC

44.32K

Sep 30, 17

+155

0.00%

Concert Wealth Management Inc.

31.57K

Sep 30, 17

-5.39K

0.00%

BANCORPSOUTH INC

4.79K

Sep 30, 17

+4.79K

0.00%

Barrington Strategic Wealth Management Group LLC

4.30K

Sep 30, 17

-326

0.00%

FIELDPOINT PRIVATE ADVISORS, INC

Sep 30, 17

-950

Commonwealth Equity Services, Inc

916.17K

Jun 30, 17

+105.28K

0.08%

Windsor Financial Group, LLC

98.78K

Jun 30, 17

+6.88K

0.01%

Virtu KCG Holdings LLC

23.23K

Jun 30, 17

+23.23K

0.00%

iAB Financial Bank

10.99K

Jun 30, 17

+200

0.00%

WFG Advisors, LP

10.47K

Jun 30, 17

+2.11K

0.00%

Geneva Advisors, LLC

6.91K

Jun 30, 17

+180

0.00%

CT Financial Advisors LLC

86.98K

Mar 31, 17

+13.96K

0.01%

Efficient Market Advisors, LLC

68.48K

Mar 31, 17

+3.37K

0.01%

TIAA CREF TRUST CO FSB/MO

41.23K

Mar 31, 17

+5.17K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

14.60K

Mar 31, 17

+14.60K

0.00%

Parasol Investment Management, LLC

Mar 31, 17

-755

VECTOR WEALTH MANAGEMENT, LLC

133.99K

Dec 31, 16

-4.57K

0.01%

HIGH POINT BANK & TRUST CO

88.08K

Dec 31, 16

-16.77K

0.01%

MSI Financial Services Inc

50.58K

Dec 31, 16

+8.39K

0.00%

BlackRock Investment Management, LLC

33.34K

Dec 31, 16

+33.34K

0.00%

Stanford Investment Group, Inc.

650

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-1.45K

Emerald Acquisition Ltd.

136.90K

Sep 30, 16

+100

0.01%

ADVISOR CONSULTANT NETWORK INC

23.66K

Sep 30, 16

+23.66K

0.00%

WESTPORT RESOURCES MANAGEMENT INC

415

Sep 30, 16

-688

0.00%

ADVANCE CAPITAL I INC

Sep 30, 16

-31.00K

FIRSTMERIT BANK N A TRUSTEE

35.41K

Jun 30, 16

-5.96K

0.00%

VSR Financial Services, Inc.

24.46K

Jun 30, 16

-49.01K

0.00%

Lebenthal Wealth Advisors, LLC

9.79K

Jun 30, 16

+9.79K

0.00%

Lebenthal Holdings,LLC

9.79K

Jun 30, 16

+9.79K

0.00%

RUSSELL FRANK CO/

356.30K

Mar 31, 16

-992.96K

0.03%

EMERSON INVESTMENT MANAGEMENT, LLC

126.62K

Mar 31, 16

-55.54K

0.01%

Gupta Wealth Management LLC

4.57K

Mar 31, 16

-8.04K

0.00%

Carnick & Kubik, LLC

720

Mar 31, 16

+720

0.00%

Alerus Investment Advisors Corp

136

Mar 31, 16

0.00%

SMITH HAYES Advisers, Inc

47.83K

Dec 31, 15

+1.26K

0.00%

Kovitz Investment Group, LLC

38.66K

Dec 31, 15

+3.42K

0.00%

VALLEY FORGE ASSET MANAGEMENT, LLC

10.65K

Dec 31, 15

+304

0.00%

ASPIRIANT HOLDINGS S3, LLC

6.73K

Dec 31, 15

+785

0.00%

Pinnacle Summer Investments, Inc.

248

Dec 31, 15

-394

0.00%

Convergent Wealth Advisors

40.92K

Sep 30, 15

-16.20K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

18.14K

Sep 30, 15

+18.14K

0.00%

Constellation Wealth Advisors, LLC

10.33K

Sep 30, 15

+3.68K

0.00%

CITY NATIONAL BANK

8.03K

Sep 30, 15

-1.22K

0.00%

FutureAdvisor, Inc.

8.02K

Sep 30, 15

+3.43K

0.00%

MID CONTINENT CAPITAL LLC/IL

5.78K

Sep 30, 15

-12.85K

0.00%

Aris Wealth Services, Inc.

1.89K

Sep 30, 15

-1.43K

0.00%

MANAGED ACCOUNT ADVISORS LLC

237.63K

Jun 30, 15

+53.34K

0.02%

SUSQUEHANNA TRUST & INVESTMENT CO

7.90K

Jun 30, 15

-300

0.00%

BOSTON PRIVATE BANK & TRUST CO

518.82K

Mar 31, 15

+8.75K

0.05%

BAIRD ROBERT W & CO INC /WI/

47.02K

Mar 31, 15

-1.73K

0.00%

MDE Group

43.42K

Mar 31, 15

+1.86K

0.00%

Bank of Kentucky, Inc.

400

Mar 31, 15

0.00%

Mariner Wealth Advisors-NYC, LLC

108

Mar 31, 15

+108

0.00%

FOUNDERS BANK & TRUST

199.25K

Dec 31, 14

-15.37K

0.02%

Placemark Investments, Inc.

184.01K

Dec 31, 14

+11.16K

0.02%

NEW ENGLAND SECURITIES CORP /MA/

78.06K

Dec 31, 14

+5.75K

0.01%

SHAPIRO ROBERT N

65.81K

Dec 31, 14

+45.76K

0.01%

TradeLink Global Equity LLC

561

Dec 31, 14

-788

0.00%

UBS AG

2.61M

Sep 30, 14

+328.21K

0.23%

Cobble Hill Financial Services, INC

290.00K

Sep 30, 14

-40.00K

0.03%

1919 Investment Counsel, LLC

22.17K

Sep 30, 14

+4.62K

0.00%

McAdams Wright Ragen, Inc.

8.79K

Sep 30, 14

-185

0.00%

Tradeworx Inc.

Sep 30, 14

-30.80K

WILMINGTON TRUST CO

143.29K

Jun 30, 14

+1.73K

0.01%

Wilmington Trust, National Association

89.55K

Jun 30, 14

-3.48K

0.01%

KMS FINANCIAL SERVICES, INC

9.27K

Jun 30, 14

-12.86K

0.00%

TOWER TRUST Co

Mar 31, 14

-87.24K

WESTON CAPITAL MANAGEMENT INC

88.75K

Dec 31, 13

+88.75K

0.01%

Madison Scottsdale, LC

72.29K

Dec 31, 13

+8.55K

0.01%

STIFEL NICOLAUS & CO INC \MO\

102.31K

Sep 30, 13

-666.45K

0.01%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

34.95K

Mar 31, 13

0.00%

WESTWOOD MANAGEMENT CORP /TX

Mar 31, 13

-38.02K

First Allied Securities, Inc.

10.99K

Jun 30, 12

-1.74K

0.00%

Boston Trust Walden Co

Dec 31, 11

-9.79K

RAYTHEON CO/

587.70K

Dec 31, 10

+587.70K

0.05%

BROWN INVESTMENT ADVISORY & TRUST CO

185.84K

Mar 31, 10

+118.81K

0.02%

Windward Investment Management Inc

3.84M

Sep 30, 09

+3.84M

0.34%

RBC Trust Co (International) Ltd

22.55K

Jun 30, 09

+22.55K

0.00%

RBC Dominion Securities Inc.

420

Dec 31, 08

0.00%