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$58.40—

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VGIT(VGIT)

VGIT

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

88.41M

Jun 30, 26

+5.36M

10.24%

JPMORGAN CHASE & CO

78.54M

Jun 30, 26

-7.24M

9.09%

Empower Advisory Group, LLC

25.56M

Jun 30, 26

+1.96M

2.96%

MORGAN STANLEY

23.68M

Jun 30, 26

+504.66K

2.74%

Employees Retirement System of Texas

23.39M

Jun 30, 26

2.71%

Creative Planning

21.00M

Jun 30, 26

+1.80M

2.43%

SCS Capital Management LLC

20.01M

Jun 30, 26

+759.42K

2.32%

Colony Group, LLC

15.15M

Jun 30, 26

+1.31M

1.75%

UBS Group AG

14.31M

Jun 30, 26

+4.12M

1.66%

ALLIANCEBERNSTEIN L.P.

9.90M

Jun 30, 26

+9.89M

1.15%

Buckingham Strategic Partners

9.60M

Jun 30, 26

+1.67M

1.11%

NEPC LLC

8.48M

Jun 30, 26

+338.00K

0.98%

ENVESTNET ASSET MANAGEMENT INC

6.69M

Jun 30, 26

+875.31K

0.77%

MASECO LLP

6.67M

Jun 30, 26

+179.25K

0.77%

AMERIPRISE FINANCIAL INC

6.62M

Jun 30, 26

+1.08M

0.77%

Ronald Blue Trust, Inc.

6.54M

Jun 30, 26

-699.80K

0.76%

Savant Capital, LLC

6.51M

Jun 30, 26

+567.58K

0.75%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

6.33M

Jun 30, 26

+209.20K

0.73%

Cerity Partners LLC

5.16M

Jun 30, 26

+379.36K

0.60%

WELLS FARGO & COMPANY/MN

4.97M

Jun 30, 26

+412.11K

0.58%

CI Private Wealth, LLC

4.95M

Jun 30, 26

+751.53K

0.57%

WIT, LLC

4.90M

Jun 30, 26

+4.82M

0.57%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

4.20M

Jun 30, 26

+261.84K

0.49%

FMR LLC

3.79M

Jun 30, 26

-310.91K

0.44%

Valmark Advisers, Inc.

3.57M

Jun 30, 26

+428.46K

0.41%

MANNING & NAPIER ADVISORS LLC

3.35M

Jun 30, 26

+2.66M

0.39%

Fisher Asset Management, LLC

3.35M

Jun 30, 26

-19.98K

0.39%

RAYMOND JAMES FINANCIAL INC

3.34M

Jun 30, 26

+91.52K

0.39%

HighTower Advisors, LLC

3.28M

Jun 30, 26

-69.75K

0.38%

LPL Financial LLC

3.09M

Jun 30, 26

+367.30K

0.36%

Foster Group, Inc.

2.80M

Jun 30, 26

+148.43K

0.32%

Acropolis Investment Management, LLC

2.76M

Jun 30, 26

+594.72K

0.32%

Bangor Savings Bank

2.30M

Jun 30, 26

+170.66K

0.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.95M

Jun 30, 26

+36.03K

0.23%

ROYAL BANK OF CANADA

1.94M

Jun 30, 26

+92.92K

0.22%

FIRST INTERSTATE BANK

1.93M

Jun 30, 26

+127.83K

0.22%

Kestra Investment Management, LLC

1.90M

Jun 30, 26

-1.10M

0.22%

Cetera Investment Advisers

1.81M

Jun 30, 26

+119.52K

0.21%

Valeo Financial Advisors, LLC

1.73M

Jun 30, 26

-255.42K

0.20%

Perigon Wealth Management, LLC

1.58M

Jun 30, 26

-67.13K

0.18%

Atria Investments, Inc

1.57M

Jun 30, 26

+77.00K

0.18%

Bank of New York Mellon Corp

1.54M

Jun 30, 26

-33.32K

0.18%

BURNEY CO/

1.52M

Jun 30, 26

+150.55K

0.18%

Badgley Phelps Wealth Managers, LLC

1.49M

Jun 30, 26

+26.29K

0.17%

Modern Wealth Management, LLC

1.44M

Jun 30, 26

+1.07M

0.17%

UBS ASSET MANAGEMENT AMERICAS INC

1.37M

Jun 30, 26

-114.96K

0.16%

Sand Hill Global Advisors, LLC

1.36M

Jun 30, 26

+89.70K

0.16%

Miller Investment Management, LP

1.30M

Jun 30, 26

-25.65K

0.15%

Hanson & Doremus Investment Management

1.29M

Jun 30, 26

+104.94K

0.15%

Retirement Systems of Alabama

1.28M

Jun 30, 26

0.15%

Penserra Capital Management LLC

1.23M

Jun 30, 26

+285.55K

0.14%

Cliffwater LLC

1.20M

Jun 30, 26

+428.50K

0.14%

Cardinal Point Capital Management, ULC

1.19M

Jun 30, 26

+46.05K

0.14%

Cambridge Investment Research Advisors, Inc.

1.19M

Jun 30, 26

+328.37K

0.14%

NORTHWEST WEALTH MANAGEMENT, LLC

1.18M

Jun 30, 26

+140.73K

0.14%

LIBRA WEALTH LLC

1.09M

Jun 30, 26

+6.07K

0.13%

RiverFront Investment Group, LLC

1.07M

Jun 30, 26

+6.61K

0.12%

Tanglewood Wealth Management, Inc.

1.03M

Jun 30, 26

-254.51K

0.12%

Apollon Wealth Management, LLC

997.61K

Jun 30, 26

+79.89K

0.12%

CAPE COD FIVE CENTS SAVINGS BANK

992.74K

Jun 30, 26

+992.74K

0.11%

TRUIST FINANCIAL CORP

987.03K

Jun 30, 26

+42.98K

0.11%

BRANDYWINE OAK PRIVATE WEALTH LLC

974.35K

Jun 30, 26

+64.70K

0.11%

Klaas Financial Asset Advisors, LLC

942.38K

Jun 30, 26

+79.52K

0.11%

Vident Advisory, LLC

917.66K

Jun 30, 26

+165.70K

0.11%

CITIGROUP INC

911.96K

Jun 30, 26

-599.80K

0.11%

VANGUARD ADVISERS INC

908.76K

Jun 30, 26

+101.17K

0.11%

Opus Capital Group, LLC

906.41K

Jun 30, 26

+59.46K

0.10%

Oakworth Capital, Inc.

851.50K

Jun 30, 26

+51.44K

0.10%

BlueSky Wealth Advisors, LLC

842.33K

Jun 30, 26

+60.94K

0.10%

LAZARD ASSET MANAGEMENT LLC

814.57K

Jun 30, 26

+101.65K

0.09%

Kathmere Capital Management, LLC

799.26K

Jun 30, 26

+82.56K

0.09%

Summit Trail Advisors, LLC

785.89K

Jun 30, 26

-18.55K

0.09%

Nova R Wealth, Inc.

777.54K

Jun 30, 26

+100.79K

0.09%

Sage Mountain Advisors LLC

776.96K

Jun 30, 26

+63.12K

0.09%

ADVISOR GROUP HOLDINGS, INC.

776.90K

Jun 30, 26

+124.61K

0.09%

COLDSTREAM CAPITAL MANAGEMENT INC

773.48K

Jun 30, 26

-657.88K

0.09%

CREATIVE FINANCIAL DESIGNS INC /ADV

772.90K

Jun 30, 26

+61.49K

0.09%

Kestra Advisory Services, LLC

764.92K

Jun 30, 26

+3.06K

0.09%

JOHNSON INVESTMENT COUNSEL INC

748.61K

Jun 30, 26

+21.86K

0.09%

CAPTRUST FINANCIAL ADVISORS

731.33K

Jun 30, 26

-31.72K

0.08%

JACKSON THORNTON ASSET MANAGEMENT, LLC

723.93K

Jun 30, 26

+47.18K

0.08%

Portland Global Advisors LLC

695.11K

Jun 30, 26

+27.40K

0.08%

McCarthy Grittinger Financial Group, LLC

686.63K

Jun 30, 26

+51.27K

0.08%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

673.16K

Jun 30, 26

+20.70K

0.08%

ALBION FINANCIAL GROUP /UT

670.08K

Jun 30, 26

+34.04K

0.08%

Secure Asset Management, LLC

664.28K

Jun 30, 26

+42.74K

0.08%

JONES FINANCIAL COMPANIES LLLP

664.05K

Jun 30, 26

+97.64K

0.08%

CYPRESS FINANCIAL PLANNING LLC

655.79K

Jun 30, 26

+44.19K

0.08%

MASTER'S WEALTH MANAGEMENT INC.

649.98K

Jun 30, 26

+35.39K

0.08%

BSW Wealth Partners

625.69K

Jun 30, 26

+69.80K

0.07%

ASSETMARK, INC

621.42K

Jun 30, 26

-65.86K

0.07%

Dakota Wealth Management

612.87K

Jun 30, 26

+108.06K

0.07%

Towneley Capital Management, Inc / DE

607.22K

Jun 30, 26

+9.03K

0.07%

Evergreen Advisors, LLC

601.31K

Jun 30, 26

+20.78K

0.07%

Permanent Capital Management, LP

600.88K

Jun 30, 26

+5.05K

0.07%

Pathway Financial Advisors LLC

597.93K

Jun 30, 26

+51.49K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

588.19K

Jun 30, 26

-78.65K

0.07%

Emprise Bank

576.13K

Jun 30, 26

-12.32K

0.07%

MAI Capital Management

575.91K

Jun 30, 26

+279.73K

0.07%

BIRCHBROOK, INC.

571.00K

Jun 30, 26

-15.49K

0.07%

FLPUTNAM INVESTMENT MANAGEMENT CO

556.92K

Jun 30, 26

+12.86K

0.06%

GLOBALT Investments LLC / GA

555.12K

Jun 30, 26

-13.56K

0.06%

Private Advisor Group, LLC

544.15K

Jun 30, 26

-156.91K

0.06%

Vise Technologies, Inc.

532.35K

Jun 30, 26

+57.19K

0.06%

Roundview Capital LLC

530.71K

Jun 30, 26

+30.10K

0.06%

PROFFITT & GOODSON INC

529.62K

Jun 30, 26

+100.44K

0.06%

MATHER GROUP, LLC.

520.07K

Jun 30, 26

-376

0.06%

AE Wealth Management LLC

513.68K

Jun 30, 26

-31.21K

0.06%

GOLDMAN SACHS GROUP INC

508.86K

Jun 30, 26

+10.70K

0.06%

CAPITAL PERFORMANCE ADVISORS LLP

502.10K

Jun 30, 26

+38.12K

0.06%

Foundations Investment Advisors, LLC

502.08K

Jun 30, 26

+54.06K

0.06%

Mirae Asset Global Investments Co., Ltd.

500.30K

Jun 30, 26

-5.43K

0.06%

Kondo Wealth Advisors, Inc.

496.48K

Jun 30, 26

+31.07K

0.06%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

490.49K

Jun 30, 26

+101.21K

0.06%

3EDGE Asset Management, LP

489.61K

Jun 30, 26

-19.25K

0.06%

Procyon Advisors, LLC

488.91K

Jun 30, 26

+50.09K

0.06%

Smartleaf Asset Management LLC

486.71K

Jun 30, 26

0.06%

AMI INVESTMENT MANAGEMENT INC

484.14K

Jun 30, 26

+49.43K

0.06%

EP Wealth Advisors, LLC

482.24K

Jun 30, 26

+445.19K

0.06%

Diversify Advisory Services, LLC

476.33K

Jun 30, 26

+476.33K

0.06%

DIVERSIFY WEALTH MANAGEMENT, LLC

476.33K

Jun 30, 26

+61.42K

0.06%

Mariner, LLC

475.86K

Jun 30, 26

+395

0.06%

RKL Wealth Management LLC

473.44K

Jun 30, 26

+11.58K

0.05%

Arista Wealth Management, LLC

467.86K

Jun 30, 26

+20.40K

0.05%

BlackRock, Inc.

467.06K

Jun 30, 26

-105.71K

0.05%

OLD NATIONAL BANCORP /IN/

464.63K

Jun 30, 26

+48.38K

0.05%

25 LLC

455.81K

Jun 30, 26

+25.96K

0.05%

TRAPHAGEN INVESTMENT ADVISORS LLC

441.99K

Jun 30, 26

+8.17K

0.05%

Berkshire Bank

440.15K

Jun 30, 26

+6.38K

0.05%

Kensington Asset Management, LLC

435.89K

Jun 30, 26

+165.75K

0.05%

Jordan Park Group LLC

430.58K

Jun 30, 26

-308.08K

0.05%

1834 INVESTMENT ADVISORS CO

421.01K

Jun 30, 26

+38.04K

0.05%

Private Wealth Management Group, LLC

412.99K

Jun 30, 26

+13.03K

0.05%

Mascoma Wealth Management LLC

404.94K

Jun 30, 26

+43.75K

0.05%

Baird Financial Group, Inc.

400.13K

Jun 30, 26

+43.16K

0.05%

Adviser Investments LLC

394.35K

Jun 30, 26

-69.77K

0.05%

Russell Investments Group, Ltd.

382.85K

Jun 30, 26

+19

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

381.85K

Jun 30, 26

+19.88K

0.04%

DORVAL Corp

380.28K

Jun 30, 26

+11.14K

0.04%

Hirtle Callaghan & Co LLC

373.64K

Jun 30, 26

+89.51K

0.04%

Whelan Financial

373.58K

Jun 30, 26

+17.49K

0.04%

United Wealth Management, LLC

366.73K

Jun 30, 26

+1.10K

0.04%

Gleason Group, Inc.

366.11K

Jun 30, 26

-46.07K

0.04%

Hilton Capital Management, LLC

365.45K

Jun 30, 26

-124.22K

0.04%

MAYPORT, LLC

361.42K

Jun 30, 26

+29.12K

0.04%

QUATTRO FINANCIAL ADVISORS LLC

356.88K

Jun 30, 26

+261.48K

0.04%

Brady Martz Wealth Solutions, LLC

345.95K

Jun 30, 26

+14.44K

0.04%

Roth Financial Partners LLC

334.15K

Jun 30, 26

+50.97K

0.04%

Net Worth Advisory Group

330.82K

Jun 30, 26

+74.47K

0.04%

FAMILY WEALTH PARTNERS, LLC

326.09K

Jun 30, 26

+14.96K

0.04%

Farther Finance Advisors, LLC

322.77K

Jun 30, 26

-5.84K

0.04%

Rialto Wealth Management, LLC

320.86K

Jun 30, 26

-8.28K

0.04%

Morling Financial Advisors, LLC

320.04K

Jun 30, 26

+6.41K

0.04%

Tortoise Investment Management, LLC

319.22K

Jun 30, 26

+35.75K

0.04%

Roble, Belko & Company, Inc

318.77K

Jun 30, 26

-3.62K

0.04%

WBH ADVISORY INC

318.06K

Jun 30, 26

-58.58K

0.04%

BANK OF MONTREAL /CAN/

315.72K

Jun 30, 26

+34.05K

0.04%

Souders Financial Advisors

314.20K

Jun 30, 26

+125.87K

0.04%

Hassell Wealth Management, LLC

313.16K

Jun 30, 26

+7.26K

0.04%

LOWE BROCKENBROUGH & CO INC

308.36K

Jun 30, 26

+6.82K

0.04%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

306.55K

Jun 30, 26

-99.90K

0.04%

AQR CAPITAL MANAGEMENT LLC

301.19K

Jun 30, 26

+40.14K

0.03%

R. W. Roge & Company, Inc.

299.21K

Jun 30, 26

+13.45K

0.03%

Aurdan Capital Management, LLC

298.05K

Jun 30, 26

+17.59K

0.03%

Capital Investment Services of America, Inc.

296.58K

Jun 30, 26

+860

0.03%

MONTAG A & ASSOCIATES INC

287.90K

Jun 30, 26

-256.68K

0.03%

Longview Financial Advisors LLC

287.13K

Jun 30, 26

+11.64K

0.03%

Kings Path Partners LLC

284.28K

Jun 30, 26

+54.91K

0.03%

Friday Financial

282.86K

Jun 30, 26

+58.86K

0.03%

PARK AVENUE SECURITIES LLC

277.02K

Jun 30, 26

+55.23K

0.03%

OneAscent Investment Solutions LLC

273.48K

Jun 30, 26

+5.10K

0.03%

Vernal Point Advisors, LLC

272.57K

Jun 30, 26

+41.69K

0.03%

Salomon & Ludwin, LLC

269.90K

Jun 30, 26

+9.43K

0.03%

MIDLAND WEALTH ADVISORS LLC

268.60K

Jun 30, 26

-78.69K

0.03%

Delap Wealth Advisory, LLC

266.91K

Jun 30, 26

+10.85K

0.03%

Rockefeller Capital Management L.P.

266.51K

Jun 30, 26

+35.97K

0.03%

EXCHANGE TRADED CONCEPTS, LLC

262.93K

Jun 30, 26

-17.49K

0.03%

Peirce Capital Management, LLC

262.38K

Jun 30, 26

-3.82K

0.03%

BALDWIN BROTHERS LLC/MA

257.24K

Jun 30, 26

+4.56K

0.03%

CFS Investment Advisory Services, LLC

257.19K

Jun 30, 26

+66.12K

0.03%

HOWE & RUSLING INC

256.84K

Jun 30, 26

+27.19K

0.03%

BROWN ADVISORY INC

256.57K

Jun 30, 26

+15.26K

0.03%

Squire Investment Management Company, LLC

256.31K

Jun 30, 26

+16.51K

0.03%

MainStreet Investment Advisors LLC

252.98K

Jun 30, 26

+12.94K

0.03%

OneAscent Financial Services LLC

250.58K

Jun 30, 26

-160.90K

0.03%

EverSource Wealth Advisors, LLC

247.10K

Jun 30, 26

-18.83K

0.03%

Newport Capital Group, LLC

244.93K

Jun 30, 26

+27.71K

0.03%

Security Financial Services, INC.

243.21K

Jun 30, 26

+101.02K

0.03%

FINANCIAL ADVISORY PARTNERS, LLC

242.81K

Jun 30, 26

+16.27K

0.03%

Seaside Wealth Management, Inc.

238.99K

Jun 30, 26

+21.39K

0.03%

MASSMUTUAL TRUST CO FSB/ADV

236.22K

Jun 30, 26

-2.06K

0.03%

Beverly Hills Private Wealth, LLC

236.20K

Jun 30, 26

+38.04K

0.03%

STALEY CAPITAL ADVISERS INC

233.38K

Jun 30, 26

+1.50K

0.03%

CROBAN

231.68K

Jun 30, 26

+3.45K

0.03%

MML INVESTORS SERVICES, LLC

229.54K

Jun 30, 26

+58.37K

0.03%

FIFTH THIRD BANCORP

228.96K

Jun 30, 26

-162.39K

0.03%

Silverleafe Capital Partners, LLC

226.79K

Jun 30, 26

+226.79K

0.03%

ELEVATE WEALTH ADVISORY, INC

218.44K

Jun 30, 26

+16.54K

0.03%

Sharp Financial Services, LLC

217.28K

Jun 30, 26

+10.03K

0.03%

HMV Wealth Advisors, LLC

215.52K

Jun 30, 26

+20.50K

0.02%

Sanctuary Advisors, LLC

215.34K

Jun 30, 26

+478

0.02%

ROGCO, LP

209.04K

Jun 30, 26

+10.31K

0.02%

Garde Capital, Inc.

205.49K

Jun 30, 26

+7.10K

0.02%

Marion Wealth Management

203.14K

Jun 30, 26

+28.02K

0.02%

Financial Architects, LLC

199.84K

Jun 30, 26

+7.55K

0.02%

Integrated Wealth Concepts LLC

194.94K

Jun 30, 26

+24.10K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

187.84K

Jun 30, 26

+12.87K

0.02%

Five Pine Wealth Management

185.30K

Jun 30, 26

+14.48K

0.02%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

182.84K

Jun 30, 26

+19.79K

0.02%

FOUNDERS GROVE WEALTH PARTNERS, LLC

181.97K

Jun 30, 26

+12.38K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

181.52K

Jun 30, 26

+6.60K

0.02%

Providence First Trust Co

181.16K

Jun 30, 26

-445

0.02%

SimpliFi, Inc.

179.23K

Jun 30, 26

+2.86K

0.02%

Hughes Financial Services, LLC

179.08K

Jun 30, 26

+179.08K

0.02%

Hurley Capital, LLC

177.82K

Jun 30, 26

+1.88K

0.02%

MIDDLETON & CO INC/MA

177.76K

Jun 30, 26

+6.24K

0.02%

POWER WEALTH MANAGEMENT LLC

177.55K

Jun 30, 26

+2.94K

0.02%

Cambria Investment Management, L.P.

177.54K

Jun 30, 26

+4.76K

0.02%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

174.65K

Jun 30, 26

+5.44K

0.02%

CogentBlue Wealth Advisors, LLC

173.47K

Jun 30, 26

+7.64K

0.02%

Brickley Wealth Management

171.03K

Jun 30, 26

+12.53K

0.02%

SAX WEALTH ADVISORS, LLC

169.88K

Jun 30, 26

+169.88K

0.02%

SHUFRO ROSE & CO LLC

168.81K

Jun 30, 26

+16.06K

0.02%

Shotwell Rutter Baer Inc

166.63K

Jun 30, 26

+4.43K

0.02%

RENAISSANCE TECHNOLOGIES LLC

165.00K

Jun 30, 26

+69.00K

0.02%

Capital Investment Advisors, LLC

161.01K

Jun 30, 26

+161.01K

0.02%

POINCIANA ADVISORS GROUP, LLC

156.10K

Jun 30, 26

+7.38K

0.02%

Tillman Hartley LLC

155.71K

Jun 30, 26

+16.03K

0.02%

Sellwood Consulting LLC

155.27K

Jun 30, 26

-4.43K

0.02%

NewEdge Advisors, LLC

155.08K

Jun 30, 26

+23.69K

0.02%

Archford Capital Strategies, LLC

153.67K

Jun 30, 26

+2.63K

0.02%

Dynamic Wealth Strategies, LLC

153.43K

Jun 30, 26

+3.04K

0.02%

Steward Partners Investment Advisory, LLC

149.71K

Jun 30, 26

+6.52K

0.02%

Marietta Wealth Management, LLC

149.45K

Jun 30, 26

+12.44K

0.02%

AdvisorNet Financial, Inc

146.37K

Jun 30, 26

+8.51K

0.02%

NORTHERN TRUST CORP

146.00K

Jun 30, 26

+18.78K

0.02%

Altiora Financial Group, LLC

145.26K

Jun 30, 26

+33.23K

0.02%

Cravens & Co Advisors, LLC

144.90K

Jun 30, 26

-21.99K

0.02%

Addison Advisors LLC

144.59K

Jun 30, 26

-194.84K

0.02%

Janney Montgomery Scott LLC

138.30K

Jun 30, 26

-12.03K

0.02%

Private Advisory Group LLC

135.92K

Jun 30, 26

+135.92K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

133.73K

Jun 30, 26

+7.63K

0.02%

NewEdge Wealth, LLC

131.88K

Jun 30, 26

-10.87K

0.02%

CWC Advisors, LLC.

125.05K

Jun 30, 26

+850

0.01%

Integrated Advisors Network LLC

124.03K

Jun 30, 26

+8.91K

0.01%

REGIONS FINANCIAL CORP

123.50K

Jun 30, 26

-1.16K

0.01%

Ranch Capital Advisors Inc.

123.12K

Jun 30, 26

+9.88K

0.01%

Ackerman Capital Advisors, LLC

122.21K

Jun 30, 26

-1.18K

0.01%

DWM Financial Group, Inc.

120.24K

Jun 30, 26

+120.24K

0.01%

PRUDENTIAL FINANCIAL INC

119.20K

Jun 30, 26

+964

0.01%

CLARIS ADVISORS, LLC / MO /

118.02K

Jun 30, 26

+27.56K

0.01%

PYA Waltman Capital, LLC

117.82K

Jun 30, 26

+12.08K

0.01%

Brucke Financial, Inc.

117.34K

Jun 30, 26

+5.71K

0.01%

Kaufman Rossin Wealth, LLC

115.79K

Jun 30, 26

+18.91K

0.01%

Ohio National Investments, Inc.

115.51K

Jun 30, 26

-23.49K

0.01%

Gallagher Fiduciary Advisors, LLC

113.75K

Jun 30, 26

-6.31M

0.01%

Capstone Wealth Management, LLC

111.81K

Jun 30, 26

+17.87K

0.01%

OMNI 360 Wealth, Inc.

111.49K

Jun 30, 26

-877

0.01%

SageView Advisory Group, LLC

111.33K

Jun 30, 26

+97.69K

0.01%

Buska Wealth Management, LLC

110.79K

Jun 30, 26

-5.68K

0.01%

Fermata Advisors, LLC

108.72K

Jun 30, 26

-1.70K

0.01%

Pathstone Holdings, LLC

107.53K

Jun 30, 26

+53.56K

0.01%

DOPKINS WEALTH MANAGEMENT, LLC

105.99K

Jun 30, 26

+9.55K

0.01%

Allworth Financial LP

105.74K

Jun 30, 26

-26.78K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

105.50K

Jun 30, 26

-38.64K

0.01%

Axos Invest Inc.

105.41K

Jun 30, 26

-8.99K

0.01%

JDH Wealth Management, LLC

104.68K

Jun 30, 26

+7.72K

0.01%

FRANKLIN RESOURCES INC

103.38K

Jun 30, 26

+17.99K

0.01%

SMART Wealth LLC

101.79K

Jun 30, 26

+33.75K

0.01%

Capital Group Private Client Services, Inc.

101.75K

Jun 30, 26

+51.03K

0.01%

Bryn Mawr Capital Management, LLC

101.42K

Jun 30, 26

+11.05K

0.01%

BURKETT FINANCIAL SERVICES, LLC

101.15K

Jun 30, 26

+3.80K

0.01%

Main Street Financial Solutions, LLC

99.92K

Jun 30, 26

+99.92K

0.01%

HARBOUR INVESTMENTS, INC.

99.44K

Jun 30, 26

+5.76K

0.01%

Hennion & Walsh Asset Management, Inc.

98.83K

Jun 30, 26

+6.21K

0.01%

Merit Financial Group, LLC

98.01K

Jun 30, 26

+26.65K

0.01%

STIFEL FINANCIAL CORP

97.06K

Jun 30, 26

+13.72K

0.01%

Pure Financial Advisors, LLC

96.74K

Jun 30, 26

+16.08K

0.01%

KEB ASSET MANAGEMENT, LLC

95.96K

Jun 30, 26

+26.52K

0.01%

PRINCIPAL SECURITIES, INC.

95.18K

Jun 30, 26

+3.06K

0.01%

Harvest Portfolios Group Inc.

95.16K

Jun 30, 26

-32.87K

0.01%

PEOPLES BANK /OH

95.09K

Jun 30, 26

-2.49K

0.01%

CreativeOne Wealth, LLC

94.94K

Jun 30, 26

+35.78K

0.01%

EVERMAY WEALTH MANAGEMENT LLC

93.65K

Jun 30, 26

+76.44K

0.01%

Americana Partners, LLC

93.29K

Jun 30, 26

+75.68K

0.01%

Montecito Bank & Trust

93.20K

Jun 30, 26

-8.10K

0.01%

Hexagon Capital Partners LLC

93.05K

Jun 30, 26

+3.32K

0.01%

Smithfield Trust Co

92.64K

Jun 30, 26

+3.97K

0.01%

Robertson Stephens Wealth Management, LLC

92.10K

Jun 30, 26

-9.96K

0.01%

Equitable Holdings, Inc.

91.17K

Jun 30, 26

+58.40K

0.01%

Gotham Asset Management, LLC

89.88K

Jun 30, 26

0.01%

Alhambra Investment Partners LLC

89.59K

Jun 30, 26

+16.75K

0.01%

RMB Capital Management, LLC

87.15K

Jun 30, 26

+6.08K

0.01%

Braun-Bostich & Associates Inc.

87.05K

Jun 30, 26

+8.62K

0.01%

RFG Advisory, LLC

86.97K

Jun 30, 26

-23.46K

0.01%

STABLEFORD CAPITAL II LLC

86.35K

Jun 30, 26

-34.67K

0.01%

Prime Buchholz LLC

85.99K

Jun 30, 26

+16.36K

0.01%

CVS HEALTH Corp

85.00K

Jun 30, 26

0.01%

Wealthfront Advisers LLC

84.55K

Jun 30, 26

+6.85K

0.01%

Blume Capital Management, Inc.

84.00K

Jun 30, 26

+3.45K

0.01%

Minot DeBlois Advisors LLC

83.38K

Jun 30, 26

-2.21K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

82.13K

Jun 30, 26

+3.30K

0.01%

Advisory Services Network, LLC

81.14K

Jun 30, 26

+9.41K

0.01%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

80.30K

Jun 30, 26

-17.34K

0.01%

BIP Wealth, LLC

79.31K

Jun 30, 26

+63.34K

0.01%

Hara Capital LLC

79.12K

Jun 30, 26

-4.62K

0.01%

MGO ONE SEVEN LLC

79.08K

Jun 30, 26

+3.13K

0.01%

CacheTech Inc.

78.55K

Jun 30, 26

-75.40K

0.01%

LifePlan Financial, LLC

78.24K

Jun 30, 26

+1.63K

0.01%

Foster Victor Wealth Advisors, LLC

77.48K

Jun 30, 26

+10.11K

0.01%

Hickory Point Bank & Trust

77.37K

Jun 30, 26

+6.75K

0.01%

Apella Capital, LLC

77.09K

Jun 30, 26

-17.77K

0.01%

Checchi Capital Advisers, LLC

77.07K

Jun 30, 26

-2.87K

0.01%

Wealthspire Advisors, LLC

76.12K

Jun 30, 26

+76.12K

0.01%

Global Wealth Management Investment Advisory, Inc.

75.44K

Jun 30, 26

+815

0.01%

TD PRIVATE CLIENT WEALTH LLC

74.95K

Jun 30, 26

+2.07K

0.01%

Impact Investors, Inc

74.69K

Jun 30, 26

-9.67K

0.01%

Greenspring Advisors, LLC

73.86K

Jun 30, 26

+3.48K

0.01%

NICOLET BANKSHARES INC

73.04K

Jun 30, 26

+2.10K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

72.63K

Jun 30, 26

+3.97K

0.01%

Auour Investments LLC

72.21K

Jun 30, 26

+1.43K

0.01%

Independent Advisor Alliance

71.92K

Jun 30, 26

+3.48K

0.01%

Balance Wealth, LLC

71.26K

Jun 30, 26

+468

0.01%

Betterment LLC

70.80K

Jun 30, 26

+2.18K

0.01%

ST GERMAIN D J CO INC

70.75K

Jun 30, 26

+24.47K

0.01%

Cartesian Growth Corp

70.68K

Jun 30, 26

0.01%

Adams Wealth Management

70.40K

Jun 30, 26

-70.85K

0.01%

Simplicity Wealth,LLC

68.95K

Jun 30, 26

-8.43K

0.01%

Morningstar Investment Management LLC

68.54K

Jun 30, 26

0.01%

GenTrust, LLC

68.09K

Jun 30, 26

-291

0.01%

GENESIS PRIVATE WEALTH, LLC

67.89K

Jun 30, 26

+2.63K

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

67.88K

Jun 30, 26

-1.32K

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

67.45K

Jun 30, 26

+13.31K

0.01%

StrongBox Wealth, LLC

67.21K

Jun 30, 26

-3.20K

0.01%

Resonant Capital Advisors, LLC

66.87K

Jun 30, 26

+9.39K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

66.64K

Jun 30, 26

+59

0.01%

First Pacific Financial

65.77K

Jun 30, 26

-1.45K

0.01%

FIRST AMERICAN TRUST, FSB

65.21K

Jun 30, 26

+11.78K

0.01%

FOSTER & MOTLEY INC

65.15K

Jun 30, 26

-1.48K

0.01%

WESCAP Management Group, Inc.

64.87K

Jun 30, 26

+1.81K

0.01%

M&T BANK CORP

64.79K

Jun 30, 26

+4.45K

0.01%

Wedmont Private Capital

64.28K

Jun 30, 26

-1.32K

0.01%

Envestnet Portfolio Solutions, Inc.

63.47K

Jun 30, 26

+6.10K

0.01%

BAKER BOYER NATIONAL BANK

62.30K

Jun 30, 26

0.01%

JT Stratford LLC

60.80K

Jun 30, 26

+1.86K

0.01%

Ifrah Financial Services, Inc.

60.13K

Jun 30, 26

+37.02K

0.01%

Brookstone Capital Management

59.36K

Jun 30, 26

-1.83K

0.01%

Strategic Investment Solutions, Inc. /IL

59.35K

Jun 30, 26

-15.69K

0.01%

Nilsine Partners, LLC

58.51K

Jun 30, 26

+1.71K

0.01%

Tandem Investment Partners LLC

58.34K

Jun 30, 26

+4.16K

0.01%

Lauterbach Financial Advisors, LLC

57.89K

Jun 30, 26

+9.07K

0.01%

Mechanics Financial Corp

57.30K

Jun 30, 26

+7.21K

0.01%

Sowell Financial Services LLC

56.70K

Jun 30, 26

+7.72K

0.01%

NORTHWESTERN UNIVERSITY

56.49K

Jun 30, 26

+56.49K

0.01%

Human Investing LLC

56.31K

Jun 30, 26

+1.44K

0.01%

LFA - Lugano Financial Advisors SA

55.93K

Jun 30, 26

+569

0.01%

Hikari Tsushin, Inc.

54.95K

Jun 30, 26

0.01%

Grantham, Mayo, Van Otterloo & Co. LLC

54.61K

Jun 30, 26

+8.32K

0.01%

Bull Street Advisors, LLC

54.42K

Jun 30, 26

+1.30K

0.01%

iA Global Asset Management Inc.

54.41K

Jun 30, 26

+54.41K

0.01%

MEITAV INVESTMENT HOUSE LTD

54.06K

Jun 30, 26

+37.46K

0.01%

Bragg Financial Advisors, Inc

54.05K

Jun 30, 26

+2.15K

0.01%

JAMES INVESTMENT RESEARCH INC

53.26K

Jun 30, 26

-588

0.01%

D.B. Root & Company, LLC

53.17K

Jun 30, 26

+6.65K

0.01%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

52.80K

Jun 30, 26

+2.97K

0.01%

Estate Counselors, LLC

52.41K

Jun 30, 26

+34.16K

0.01%

Cornerstone Wealth Advisors, Inc.

51.99K

Jun 30, 26

+2.60K

0.01%

OneAscent Wealth Management LLC

51.28K

Jun 30, 26

-12.99K

0.01%

PINNACLE ASSOCIATES LTD

51.26K

Jun 30, 26

+724

0.01%

Waverly Advisors, LLC

50.97K

Jun 30, 26

+32.44K

0.01%

TIFF ADVISORY SERVICES INC

50.76K

Jun 30, 26

0.01%

Strategies Wealth Advisors, LLC

50.66K

Jun 30, 26

+45.55K

0.01%

REDW Wealth LLC

50.56K

Jun 30, 26

-2.61K

0.01%

SigFig Wealth Management, LLC

50.03K

Jun 30, 26

+20.85K

0.01%

Pinnacle Wealth Management Advisory Group, LLC

49.71K

Jun 30, 26

+471

0.01%

Orcam Financial Group

49.06K

Jun 30, 26

+6.83K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

47.98K

Jun 30, 26

+1.89K

0.01%

FIDUCIARY TRUST CO

47.16K

Jun 30, 26

+2.53K

0.01%

Pinnacle Bancorp, Inc.

46.69K

Jun 30, 26

+674

0.01%

SHAYNE & CO., LLC

45.95K

Jun 30, 26

+7.47K

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

45.90K

Jun 30, 26

+19.58K

0.01%

Transcendent Capital Group LLC

45.49K

Jun 30, 26

+2.07K

0.01%

Mount Yale Investment Advisors, LLC

43.60K

Jun 30, 26

-2.16K

0.01%

Vestmark Advisory Solutions, Inc.

43.49K

Jun 30, 26

-2.16K

0.01%

Whitcomb & Hess, Inc.

42.91K

Jun 30, 26

+361

0.00%

Cascades Capital Asset Management, LLC

42.63K

Jun 30, 26

+4.12K

0.00%

Clearstead Advisors, LLC

41.88K

Jun 30, 26

+41.24K

0.00%

Onyx Bridge Wealth Group LLC

41.66K

Jun 30, 26

-33.37K

0.00%

LJI Wealth Management, LLC

40.76K

Jun 30, 26

-4.74K

0.00%

Stirlingshire Investments, Inc.

40.59K

Jun 30, 26

-914

0.00%

Lauer Wealth, LLC

40.47K

Jun 30, 26

-65.53K

0.00%

Walker Financial Services, Inc.

40.24K

Jun 30, 26

-8.16K

0.00%

Ameritas Advisory Services, LLC

40.04K

Jun 30, 26

+12.59K

0.00%

IRON Financial LLC

39.95K

Jun 30, 26

-3.72K

0.00%

ROTHSCHILD INVESTMENT LLC

39.89K

Jun 30, 26

+1.23K

0.00%

Essex Savings Bank

39.57K

Jun 30, 26

-1.33K

0.00%

Thrive Capital Management, LLC

39.36K

Jun 30, 26

+4.69K

0.00%

Paradigm Financial Partners, LLC

39.33K

Jun 30, 26

+32.26K

0.00%

Glass Jacobson Investment Advisors llc

38.02K

Jun 30, 26

+2.05K

0.00%

Sentinus, LLC

37.95K

Jun 30, 26

+24.17K

0.00%

Kovack Advisors, Inc.

37.65K

Jun 30, 26

+1.05K

0.00%

Edgestream Partners, L.P.

37.25K

Jun 30, 26

+37.25K

0.00%

United Community Bank

37.03K

Jun 30, 26

-932

0.00%

Clarity Capital Advisors, LLC

36.97K

Jun 30, 26

+2.70K

0.00%

Investment Advisory Group, LLC

36.79K

Jun 30, 26

+11.52K

0.00%

ALPS ADVISORS INC

36.65K

Jun 30, 26

0.00%

Summit Financial, LLC

36.51K

Jun 30, 26

-2.95K

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

36.00K

Jun 30, 26

+2.90K

0.00%

Itau Unibanco Holding S.A.

36.00K

Jun 30, 26

+36.00K

0.00%

Western Wealth Management, LLC

35.98K

Jun 30, 26

-5.54K

0.00%

BENNINGFIELD FINANCIAL ADVISORS, LLC

35.84K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

35.78K

Jun 30, 26

-19.63K

0.00%

Financial Engines Advisors L.L.C.

35.47K

Jun 30, 26

+293

0.00%

Prospera Financial Services Inc

35.29K

Jun 30, 26

+1.87K

0.00%

BRYN MAWR TRUST Co

35.24K

Jun 30, 26

+146

0.00%

Prime Capital Investment Advisors, LLC

34.76K

Jun 30, 26

+145

0.00%

Resources Investment Advisors, LLC.

34.43K

Jun 30, 26

-4.06K

0.00%

D.A. DAVIDSON & CO.

34.23K

Jun 30, 26

+525

0.00%

Advyzon Investment Management, LLC

34.21K

Jun 30, 26

+3.14K

0.00%

FLOYD FINANCIAL GROUP LLC

34.19K

Jun 30, 26

+2.64K

0.00%

Pensionmark Financial Group, LLC

34.02K

Jun 30, 26

-23

0.00%

BLAIR WILLIAM & CO/IL

33.99K

Jun 30, 26

-13.85K

0.00%

DAVENPORT & Co LLC

33.82K

Jun 30, 26

+22.82K

0.00%

RHS Financial, LLC

33.77K

Jun 30, 26

-15.25K

0.00%

Brinker Capital Investments, LLC

33.38K

Jun 30, 26

-14.30K

0.00%

Addison Capital Co

33.23K

Jun 30, 26

+21.55K

0.00%

Chandler Asset Management, Inc.

33.20K

Jun 30, 26

+250

0.00%

Stonehearth Capital Management, LLC

32.90K

Jun 30, 26

-286

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

32.81K

Jun 30, 26

-11.88K

0.00%

Parkwoods Wealth Partners, LLC

32.75K

Jun 30, 26

+1.92K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

32.75K

Jun 30, 26

+12.62K

0.00%

Concurrent Investment Advisors, LLC

32.22K

Jun 30, 26

-784

0.00%

SRS Capital Advisors, Inc.

32.03K

Jun 30, 26

+7.65K

0.00%

FAGAN ASSOCIATES, INC.

31.44K

Jun 30, 26

-45

0.00%

NATIXIS ADVISORS, L.P.

31.33K

Jun 30, 26

-2.37K

0.00%

SOUTH PLAINS FINANCIAL, INC.

30.65K

Jun 30, 26

+190

0.00%

Walkner Condon Financial Advisors LLC

30.23K

Jun 30, 26

-63

0.00%

Compass Ion Advisors, LLC

30.11K

Jun 30, 26

+2.34K

0.00%

HANCOCK WHITNEY CORP

29.75K

Jun 30, 26

-5.95K

0.00%

Verity Asset Management, Inc.

29.66K

Jun 30, 26

+4.22K

0.00%

Atlantic Union Bankshares Corp

29.49K

Jun 30, 26

+2.20K

0.00%

AXS Investments LLC

29.02K

Jun 30, 26

+29.02K

0.00%

CWS Financial Advisors, LLC

28.44K

Jun 30, 26

+1.04K

0.00%

WEDBUSH SECURITIES INC

28.31K

Jun 30, 26

-644

0.00%

Avise Financial Cooperative, Inc.

27.92K

Jun 30, 26

+3.32K

0.00%

ARMSTRONG ADVISORY GROUP, INC

26.70K

Jun 30, 26

+8.07K

0.00%

Mutual Advisors, LLC

26.38K

Jun 30, 26

+10.68K

0.00%

Pines Wealth Management, LLC

26.26K

Jun 30, 26

+1.14K

0.00%

Discipline Wealth Solutions, LLC

26.06K

Jun 30, 26

-219

0.00%

NorthRock Partners, LLC

25.91K

Jun 30, 26

-568

0.00%

Ignite Planners, LLC

25.78K

Jun 30, 26

+569

0.00%

ENTREWEALTH, LLC

25.49K

Jun 30, 26

+13.09K

0.00%

Enclave Advisors LLC

25.34K

Jun 30, 26

-249.17K

0.00%

LCNB CORP

25.32K

Jun 30, 26

+3.20K

0.00%

COOPERMAN LEON G

25.03K

Jun 30, 26

0.00%

NWAM LLC

24.61K

Jun 30, 26

-834

0.00%

Pioneer Wealth Management Group

24.53K

Jun 30, 26

+2.76K

0.00%

Powers Advisory Group, LLC

24.46K

Jun 30, 26

+3.71K

0.00%

Cornerstone Wealth Management, LLC

24.14K

Jun 30, 26

+1.46K

0.00%

Gibraltar Capital Management, Inc.

24.12K

Jun 30, 26

+2.04K

0.00%

Rockwood Wealth Management, LLC

24.11K

Jun 30, 26

+7.22K

0.00%

Dorsey & Whitney Trust CO LLC

23.64K

Jun 30, 26

+1.17K

0.00%

VisionPoint Advisory Group, LLC

23.50K

Jun 30, 26

-2.26K

0.00%

ANDERSON HOAGLAND & CO

23.42K

Jun 30, 26

-9.93K

0.00%

BENJAMIN EDWARDS INC

23.33K

Jun 30, 26

-85.36K

0.00%

Toroso Investments, LLC

23.27K

Jun 30, 26

-89

0.00%

Ashton Thomas Private Wealth, LLC

22.70K

Jun 30, 26

+4.04K

0.00%

E&G Advisors, LP

22.70K

Jun 30, 26

0.00%

Tenon Financial LLC

22.66K

Jun 30, 26

0.00%

Lynx Investment Advisory

22.42K

Jun 30, 26

+22.42K

0.00%

Silver Oak Advisory Group, Inc.

21.86K

Jun 30, 26

-2.83K

0.00%

Ramiah Investment Group

21.62K

Jun 30, 26

+1.30K

0.00%

J.W. COLE ADVISORS, INC.

21.55K

Jun 30, 26

+1.49K

0.00%

Lido Advisors, LLC

21.08K

Jun 30, 26

+1.29K

0.00%

SkyOak Wealth, LLC

21.00K

Jun 30, 26

+2.12K

0.00%

HSBC HOLDINGS PLC

20.95K

Jun 30, 26

+369

0.00%

Choate Investment Advisors

20.87K

Jun 30, 26

+20.87K

0.00%

SNS Financial Group, LLC

20.78K

Jun 30, 26

+20.78K

0.00%

SEI INVESTMENTS CO

20.77K

Jun 30, 26

0.00%

TrueWealth Advisors, LLC

20.62K

Jun 30, 26

+1.96K

0.00%

Disciplined Investments, LLC

20.01K

Jun 30, 26

-333

0.00%

PACIFIC CAPITAL WEALTH ADVISORS, INC

19.69K

Jun 30, 26

+7.92K

0.00%

STEPHENS INC /AR/

19.48K

Jun 30, 26

+6.79K

0.00%

Breakwater Investment Management

19.38K

Jun 30, 26

-955

0.00%

SURIENCE PRIVATE WEALTH LLC

19.34K

Jun 30, 26

-1.40K

0.00%

PFG Advisors

19.08K

Jun 30, 26

-1.56K

0.00%

Atomi Financial Group, Inc.

18.98K

Jun 30, 26

-4.74K

0.00%

Winch Advisory Services, LLC

18.95K

Jun 30, 26

+255

0.00%

Horizon Family Wealth, Inc.

18.85K

Jun 30, 26

+9.46K

0.00%

Forza Wealth Management, LLC

18.77K

Jun 30, 26

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

18.38K

Jun 30, 26

-41

0.00%

CARDIFF PARK ADVISORS, LLC

18.25K

Jun 30, 26

+234

0.00%

IEQ CAPITAL, LLC

18.11K

Jun 30, 26

-1.65K

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

17.94K

Jun 30, 26

-841

0.00%

BOKF, NA

17.84K

Jun 30, 26

+895

0.00%

Gladstone Institutional Advisory LLC

17.80K

Jun 30, 26

+3.26K

0.00%

Team Hewins, LLC

17.69K

Jun 30, 26

+124

0.00%

Blossom Wealth Management

17.54K

Jun 30, 26

-587

0.00%

LeConte Wealth Management, LLC

17.46K

Jun 30, 26

-69

0.00%

WHITTIER TRUST CO

17.45K

Jun 30, 26

0.00%

Holistic Planning, LLC

17.39K

Jun 30, 26

+3.98K

0.00%

Quantinno Capital Management LP

17.26K

Jun 30, 26

+4.81K

0.00%

Signal Advisors Wealth, LLC

17.12K

Jun 30, 26

+1.49K

0.00%

Archer Investment Management, LLC

16.98K

Jun 30, 26

-1.11K

0.00%

Rathbones Group PLC

16.93K

Jun 30, 26

0.00%

Cresset Asset Management, LLC

16.58K

Jun 30, 26

+33

0.00%

Sequoia Financial Advisors, LLC

16.54K

Jun 30, 26

+1.48K

0.00%

IFP Advisors, Inc

16.54K

Jun 30, 26

-2.40K

0.00%

Koshinski Asset Management, Inc.

16.24K

Jun 30, 26

0.00%

HANOVER ADVISORS INC

16.13K

Jun 30, 26

0.00%

Wingate Wealth Advisors, Inc.

16.08K

Jun 30, 26

+2.04K

0.00%

LifeWealth Investments, LLC

16.03K

Jun 30, 26

+1.63K

0.00%

SWS Partners

15.98K

Jun 30, 26

+172

0.00%

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

15.94K

Jun 30, 26

-2.23K

0.00%

Patten Group, Inc.

15.84K

Jun 30, 26

+287

0.00%

Stash Investments, LLC

15.82K

Jun 30, 26

+15.82K

0.00%

Koss-Olinger Consulting, LLC

15.68K

Jun 30, 26

+168

0.00%

HUNTINGTON NATIONAL BANK

15.62K

Jun 30, 26

+490

0.00%

Brookwood Investment Group LLC

15.58K

Jun 30, 26

+15.58K

0.00%

Chicago Partners Investment Group LLC

15.47K

Jun 30, 26

+3.19K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

15.22K

Jun 30, 26

+378

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

15.19K

Jun 30, 26

0.00%

Stratos Wealth Partners, LTD.

15.19K

Jun 30, 26

-3.28K

0.00%

Argent Trust Co

15.06K

Jun 30, 26

-448

0.00%

Venture Visionary Partners LLC

14.91K

Jun 30, 26

+14.91K

0.00%

McAdam, LLC

14.91K

Jun 30, 26

+2.39K

0.00%

VISTA CAPITAL PARTNERS, INC.

14.88K

Jun 30, 26

+984

0.00%

MMBG INVESTMENT ADVISORS CO.

14.79K

Jun 30, 26

0.00%

Austin Wealth Management, LLC

14.55K

Jun 30, 26

+5.38K

0.00%

NBC SECURITIES, INC.

14.45K

Jun 30, 26

+315

0.00%

Stonehage Fleming Financial Services Holdings Ltd

14.31K

Jun 30, 26

0.00%

Pictet North America Advisors SA

14.12K

Jun 30, 26

+6.16K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

14.07K

Jun 30, 26

+152

0.00%

Aspire Private Capital, LLC

13.96K

Jun 30, 26

+2.30K

0.00%

Topel & Distasi Wealth Management, LLC

13.91K

Jun 30, 26

-84

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

13.77K

Jun 30, 26

0.00%

FCG Investment Co

13.64K

Jun 30, 26

+13.64K

0.00%

SAPIENT CAPITAL LLC

13.53K

Jun 30, 26

+13.53K

0.00%

REAP Financial Group, LLC

13.24K

Jun 30, 26

-316

0.00%

ZWJ INVESTMENT COUNSEL INC

13.12K

Jun 30, 26

0.00%

Crestwood Advisors Group LLC

13.07K

Jun 30, 26

+1.33K

0.00%

SouthState Corp

13.06K

Jun 30, 26

-1.82K

0.00%

PFG Investments, LLC

12.68K

Jun 30, 26

+174

0.00%

Mittelman Wealth Management

12.68K

Jun 30, 26

-37.28K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

12.66K

Jun 30, 26

+1.91K

0.00%

Axis Wealth Partners, LLC

12.48K

Jun 30, 26

+592

0.00%

Rinkey Investments

12.45K

Jun 30, 26

+12.45K

0.00%

Carter Financial Group, INC.

12.42K

Jun 30, 26

+1.18K

0.00%

Arkadios Wealth Advisors

12.37K

Jun 30, 26

-2.25K

0.00%

Zhang Financial LLC

12.37K

Jun 30, 26

-1.60K

0.00%

W.H. Cornerstone Investments Inc.

12.23K

Jun 30, 26

+114

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

12.11K

Jun 30, 26

-501

0.00%

Freestone Capital Holdings, LLC

12.10K

Jun 30, 26

+12.10K

0.00%

NIXON PEABODY TRUST CO

11.83K

Jun 30, 26

-855

0.00%

Laraway Financial Advisors Inc

11.71K

Jun 30, 26

-161

0.00%

Icon Wealth Advisors, LLC

11.56K

Jun 30, 26

+474

0.00%

Coppell Advisory Solutions LLC

11.38K

Jun 30, 26

+11.38K

0.00%

US BANCORP \DE\

11.37K

Jun 30, 26

-205

0.00%

Houlihan Financial Resource Group, Ltd.

11.23K

Jun 30, 26

0.00%

Wealthcare Advisory Partners LLC

11.12K

Jun 30, 26

-89

0.00%

Aptus Capital Advisors, LLC

11.01K

Jun 30, 26

+3.08K

0.00%

Investor's Fiduciary Advisor Network, LLC

10.80K

Jun 30, 26

+6.24K

0.00%

Clear Point Advisors Inc.

10.77K

Jun 30, 26

+10.77K

0.00%

Everest Management Corp.

10.72K

Jun 30, 26

0.00%

Morton Capital Management LLC/CA

10.71K

Jun 30, 26

0.00%

Ausdal Financial Partners, Inc.

10.70K

Jun 30, 26

-897

0.00%

Flagstone Financial Management

10.61K

Jun 30, 26

0.00%

London & Capital Asset Management Ltd

10.54K

Jun 30, 26

+362

0.00%

B.O.S.S. Retirement Advisors, LLC

10.52K

Jun 30, 26

-590

0.00%

ASPIRIANT, LLC

10.49K

Jun 30, 26

-2.34K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

10.44K

Jun 30, 26

+603

0.00%

CHOREO, LLC

10.43K

Jun 30, 26

+606

0.00%

SUMMITRY LLC

10.42K

Jun 30, 26

+10.42K

0.00%

Thomasville National Bank

10.36K

Jun 30, 26

+10.36K

0.00%

Crumly & Associates Inc.

10.32K

Jun 30, 26

+2.10K

0.00%

MISSION WEALTH MANAGEMENT, LP

10.24K

Jun 30, 26

+949

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

10.10K

Jun 30, 26

0.00%

Arena Capital Advisors, LLC- CA

10.00K

Jun 30, 26

0.00%

NATURAL INVESTMENTS, LLC

9.97K

Jun 30, 26

+774

0.00%

First Heartland Consultants, Inc.

9.87K

Jun 30, 26

+3.65K

0.00%

RFG HOLDINGS, INC.

9.86K

Jun 30, 26

+96

0.00%

Peak Retirement Planning, Inc.

9.82K

Jun 30, 26

+1.50K

0.00%

Keel Point, LLC

9.68K

Jun 30, 26

-89

0.00%

Madison Wealth Partners, Inc

9.65K

Jun 30, 26

+5.91K

0.00%

Concord Wealth Partners

9.58K

Jun 30, 26

+1.75K

0.00%

CGN Advisors LLC

9.52K

Jun 30, 26

-8.48K

0.00%

Bluesphere Advisors, LLC

9.24K

Jun 30, 26

-743

0.00%

IAMS WEALTH MANAGEMENT, LLC

9.19K

Jun 30, 26

-341

0.00%

IVC Wealth Advisors LLC

9.12K

Jun 30, 26

+473

0.00%

Midwest Trust Co

9.09K

Jun 30, 26

-3.78K

0.00%

Outlook Wealth Advisors, LLC

8.97K

Jun 30, 26

-259

0.00%

BAILARD, INC.

8.89K

Jun 30, 26

-11.94K

0.00%

Keeler THomas Management LLC

8.82K

Jun 30, 26

-661

0.00%

IFG Advisory, LLC

8.77K

Jun 30, 26

+8.77K

0.00%

Trust Co

8.75K

Jun 30, 26

-428

0.00%

Tennessee Valley Asset Management Partners

8.63K

Jun 30, 26

0.00%

Clarion Wealth Managment Partners, LLC

8.60K

Jun 30, 26

-1.92K

0.00%

Financial Network Wealth Management LLC

8.45K

Jun 30, 26

-43

0.00%

STEPHENS GROUP ASSET MANAGEMENT, LLC

8.30K

Jun 30, 26

-525

0.00%

ZEVIN ASSET MANAGEMENT LLC

8.30K

Jun 30, 26

+518

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

8.14K

Jun 30, 26

+1.21K

0.00%

Princeton Global Asset Management LLC

8.14K

Jun 30, 26

0.00%

Certified Advisory Corp

8.12K

Jun 30, 26

+160

0.00%

OneAscent Family Office, LLC

8.05K

Jun 30, 26

-692

0.00%

VOISARD ASSET MANAGEMENT GROUP, INC.

7.99K

Jun 30, 26

-2.69K

0.00%

FIRST MANHATTAN CO. LLC.

7.96K

Jun 30, 26

+372

0.00%

CoreCap Advisors, LLC

7.96K

Jun 30, 26

-898

0.00%

FC Advisory LLC

7.84K

Jun 30, 26

-1.02K

0.00%

Gerber Kawasaki Wealth & Investment Management

7.79K

Jun 30, 26

-71

0.00%

CULLEN/FROST BANKERS, INC.

7.77K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

7.71K

Jun 30, 26

+1.41K

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

7.65K

Jun 30, 26

+7.65K

0.00%

Quest 10 Wealth Builders, Inc.

7.63K

Jun 30, 26

-139

0.00%

HARBOR CAPITAL ADVISORS, INC.

7.60K

Jun 30, 26

-10.11K

0.00%

True North Advisors, LLC

7.55K

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

7.50K

Jun 30, 26

-41

0.00%

Sigma Planning Corp

7.46K

Jun 30, 26

+1.13K

0.00%

Caitlin John, LLC

7.29K

Jun 30, 26

+50

0.00%

Wells Financial Advisors INC

7.19K

Jun 30, 26

-5.74K

0.00%

Atala Financial Inc

7.15K

Jun 30, 26

0.00%

Summit Global Investments

7.10K

Jun 30, 26

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

7.04K

Jun 30, 26

-490

0.00%

Joel Adams & Associates, Inc.

7.02K

Jun 30, 26

+17

0.00%

Dynamic Advisor Solutions LLC

6.98K

Jun 30, 26

-45.60K

0.00%

XY Planning Network, Inc.

6.96K

Jun 30, 26

+47

0.00%

Aries Wealth Management

6.96K

Jun 30, 26

0.00%

WARNER FINANCIAL, INC

6.95K

Jun 30, 26

0.00%

Manhattan West Asset Management, LLC

6.87K

Jun 30, 26

+24

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

6.82K

Jun 30, 26

+3.17K

0.00%

Southeast Asset Advisors Inc.

6.64K

Jun 30, 26

0.00%

Core Wealth Partners LLC

6.56K

Jun 30, 26

+26

0.00%

Sovran Advisors, LLC

6.52K

Jun 30, 26

-44

0.00%

FSM Wealth Advisors, LLC

6.49K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

6.47K

Jun 30, 26

+6.47K

0.00%

EXCALIBUR MANAGEMENT CORP

6.45K

Jun 30, 26

+6.45K

0.00%

Inlight Wealth Management, LLC

6.43K

Jun 30, 26

+535

0.00%

Modera Wealth Management, LLC

6.34K

Jun 30, 26

-442

0.00%

Portside Wealth Group, LLC

6.28K

Jun 30, 26

+525

0.00%

American Trust

6.27K

Jun 30, 26

+6.27K

0.00%

Prepared Retirement Institute LLC

6.25K

Jun 30, 26

+6.25K

0.00%

FSA Advisors, Inc.

6.17K

Jun 30, 26

+574

0.00%

National Wealth Management Group, LLC

6.12K

Jun 30, 26

+2.47K

0.00%

InTrack Investment Management Inc

6.07K

Jun 30, 26

+10

0.00%

Successful Portfolios LLC

6.03K

Jun 30, 26

+205

0.00%

Portland Financial Advisors Inc

6.02K

Jun 30, 26

+2.01K

0.00%

Stonebridge Financial Planning Group, LLC

5.97K

Jun 30, 26

-696

0.00%

Westfuller Advisors, LLC

5.96K

Jun 30, 26

-1.60K

0.00%

Fortitude Advisory Group L.L.C.

5.94K

Jun 30, 26

+1.60K

0.00%

Schoolcraft Capital LLC

5.92K

Jun 30, 26

+168

0.00%

Visionary Wealth Advisors

5.91K

Jun 30, 26

0.00%

BFSG, LLC

5.89K

Jun 30, 26

+3.56K

0.00%

Focus Financial Network, Inc.

5.81K

Jun 30, 26

-94

0.00%

Physician Wealth Advisors, Inc.

5.69K

Jun 30, 26

+5.69K

0.00%

LWM Advisory Services, LLC

5.68K

Jun 30, 26

+5.68K

0.00%

Elevation Capital Advisory, LLC

5.65K

Jun 30, 26

0.00%

ARKANSAS FINANCIAL GROUP, INC.

5.54K

Jun 30, 26

+146

0.00%

Rockbridge Investment Management, LCC

5.50K

Jun 30, 26

+78

0.00%

Clear Creek Financial Management, LLC

5.46K

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

5.43K

Jun 30, 26

-342

0.00%

WFA of San Diego, LLC

5.43K

Jun 30, 26

-265

0.00%

FLP Wealth Management, LLC

5.42K

Jun 30, 26

+389

0.00%

Global Assets Advisory, LLC

5.29K

Jun 30, 26

0.00%

Arlington Financial Advisors, LLC

5.28K

Jun 30, 26

0.00%

FORVIS Wealth Advisors, LLC

5.28K

Jun 30, 26

+46

0.00%

Iowa State Bank

5.27K

Jun 30, 26

0.00%

Sovereign Financial Group, Inc.

5.25K

Jun 30, 26

+816

0.00%

EASTERN BANK

5.17K

Jun 30, 26

-349

0.00%

WOODMONT INVESTMENT COUNSEL LLC

5.16K

Jun 30, 26

-110

0.00%

JFS WEALTH ADVISORS, LLC

5.15K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

5.13K

Jun 30, 26

+5.13K

0.00%

COUNTRY TRUST BANK

4.99K

Jun 30, 26

+4.99K

0.00%

McKinley Carter Wealth Services, Inc.

4.98K

Jun 30, 26

-1.12K

0.00%

Hippocratic Financial Advisors, LLC

4.97K

Jun 30, 26

+581

0.00%

Noble Family Wealth, LLC

4.95K

Jun 30, 26

+4.95K

0.00%

ETF Store, Inc.

4.93K

Jun 30, 26

+79

0.00%

Savvy Advisors, Inc.

4.91K

Jun 30, 26

+546

0.00%

NOVEM GROUP

4.90K

Jun 30, 26

+651

0.00%

Ballentine Partners, LLC

4.88K

Jun 30, 26

0.00%

Slagle Financial, LLC

4.79K

Jun 30, 26

-11

0.00%

Evolution Advisers, Inc.

4.76K

Jun 30, 26

+4.76K

0.00%

Connecticut Wealth Management, LLC

4.75K

Jun 30, 26

-478

0.00%

Regal Investment Advisors LLC

4.72K

Jun 30, 26

+165

0.00%

VICTORY FINANCIAL GROUP, LLC

4.71K

Jun 30, 26

-84.24K

0.00%

C M BIDWELL & ASSOCIATES LTD

4.70K

Jun 30, 26

0.00%

BRASADA CAPITAL MANAGEMENT, LP

4.68K

Jun 30, 26

+4.68K

0.00%

HOWARD WEALTH MANAGEMENT, LLC

4.67K

Jun 30, 26

+80

0.00%

Financial Council Asset Management Inc

4.66K

Jun 30, 26

+152

0.00%

StoneX Group Inc.

4.63K

Jun 30, 26

+4.63K

0.00%

MATAURO, LLC

4.60K

Jun 30, 26

+4.60K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

NATIONAL BANK OF CANADA /FI/

4.58K

Jun 30, 26

+63

0.00%

Traub Capital Management LLC

4.49K

Jun 30, 26

+315

0.00%

Birchcreek Wealth Management, LLC

4.47K

Jun 30, 26

+151

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.47K

Jun 30, 26

+10

0.00%

Facet Wealth, Inc.

4.45K

Jun 30, 26

-7.30K

0.00%

Professional Financial Advisors, LLC

4.44K

Jun 30, 26

+469

0.00%

ANGELES WEALTH MANAGEMENT, LLC

4.40K

Jun 30, 26

+4.40K

0.00%

SwitchPoint Financial Planning, LLC

4.36K

Jun 30, 26

+42

0.00%

Tempus Wealth Planning, LLC

4.36K

Jun 30, 26

+747

0.00%

Integrity Investment Advisors, LLC

4.36K

Jun 30, 26

0.00%

Principle Wealth Partners LLC

4.32K

Jun 30, 26

0.00%

Fairscale Capital, LLC

4.31K

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

4.31K

Jun 30, 26

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.30K

Jun 30, 26

-139

0.00%

MEYER HANDELMAN CO

4.30K

Jun 30, 26

0.00%

PRAIRIEVIEW WEALTH PARTNERS, LLC

4.25K

Jun 30, 26

-92

0.00%

LINCOLN CAPITAL CORP

4.24K

Jun 30, 26

+101

0.00%

Texas Bank & Trust Co

4.23K

Jun 30, 26

-24

0.00%

BridgePort Financial Solutions, LLC

4.23K

Jun 30, 26

0.00%

Baker Avenue Asset Management, LP

4.22K

Jun 30, 26

+369

0.00%

Aviance Capital Partners, LLC

4.21K

Jun 30, 26

+39

0.00%

BLB&B Advisors, LLC

4.21K

Jun 30, 26

0.00%

Sunflower Bank, N.A.

4.17K

Jun 30, 26

-289

0.00%

Ameraudi Asset Management, Inc.

4.16K

Jun 30, 26

-1.25K

0.00%

CX Institutional

4.15K

Jun 30, 26

+39

0.00%

Csenge Advisory Group

4.15K

Jun 30, 26

+146

0.00%

NORTH DALLAS BANK & TRUST CO

4.15K

Jun 30, 26

+400

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

4.14K

Jun 30, 26

-581

0.00%

Patriot Financial Group Insurance Agency, LLC

4.11K

Jun 30, 26

-3.50K

0.00%

MGO Private Wealth, LLC

4.09K

Jun 30, 26

0.00%

Calamos Wealth Management LLC

4.08K

Jun 30, 26

0.00%

River Street Advisors LLC

4.06K

Jun 30, 26

-7.02K

0.00%

Schiavi & Co LLC

4.05K

Jun 30, 26

+4.05K

0.00%

Crews Bank & Trust

4.02K

Jun 30, 26

+53

0.00%

Oak Grove Capital LLC

4.00K

Jun 30, 26

-2.50K

0.00%

Ethic Inc.

3.91K

Jun 30, 26

+3.91K

0.00%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

3.81K

Jun 30, 26

+33

0.00%

Archvest Wealth Advisors, Inc.

3.80K

Jun 30, 26

0.00%

Carl P. Sherr & Co., LLC

3.76K

Jun 30, 26

0.00%

Members Trust Co

3.76K

Jun 30, 26

+3.76K

0.00%

Johnson Bixby & Associates, LLC

3.73K

Jun 30, 26

-654

0.00%

IFG Advisors, LLC

3.67K

Jun 30, 26

+3.67K

0.00%

GeoWealth Management, LLC

3.66K

Jun 30, 26

-541

0.00%

BAR HARBOR WEALTH MANAGEMENT

3.64K

Jun 30, 26

+3.64K

0.00%

Lloyd Advisory Services, LLC.

3.62K

Jun 30, 26

-2.16K

0.00%

Miracle Mile Advisors, LLC

3.60K

Jun 30, 26

-91

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

3.54K

Jun 30, 26

+34

0.00%

GenWealth Group, Inc.

3.53K

Jun 30, 26

0.00%

SEMITAM BONAM LLC

3.52K

Jun 30, 26

0.00%

Fonville Wealth Management LLC

3.51K

Jun 30, 26

+3.51K

0.00%

ATLAS CAPITAL ADVISORS LLC

3.50K

Jun 30, 26

-110.58K

0.00%

Simmons Bank

3.47K

Jun 30, 26

0.00%

Berger Financial Group, Inc

3.44K

Jun 30, 26

0.00%

HMS Capital Management, LLC

3.41K

Jun 30, 26

+3.41K

0.00%

RITHOLTZ WEALTH MANAGEMENT

3.41K

Jun 30, 26

-1.43K

0.00%

Raleigh Capital Management Inc.

3.25K

Jun 30, 26

+380

0.00%

Golden State Wealth Management, LLC

3.25K

Jun 30, 26

+3.07K

0.00%

Avion Wealth

3.20K

Jun 30, 26

0.00%

Coston, McIsaac & Partners

3.10K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

3.06K

Jun 30, 26

+1.13K

0.00%

Parallel Advisors, LLC

2.98K

Jun 30, 26

-12.49K

0.00%

S.A. Mason LLC

2.92K

Jun 30, 26

+2.92K

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

2.68K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

2.58K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

2.56K

Jun 30, 26

0.00%

Ancora Advisors, LLC

2.49K

Jun 30, 26

+526

0.00%

CHAPMAN FINANCIAL GROUP, LLC

2.47K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

2.43K

Jun 30, 26

+1.06K

0.00%

Bogart Wealth, LLC

2.36K

Jun 30, 26

+44

0.00%

OXFORD FINANCIAL GROUP LTD

1.99K

Jun 30, 26

+1.99K

0.00%

Cape Investment Advisory, Inc.

1.88K

Jun 30, 26

+1.88K

0.00%

RAELIPSKIE PARTNERSHIP

1.85K

Jun 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.84K

Jun 30, 26

+759

0.00%

Synergy Investment Management, LLC

1.79K

Jun 30, 26

0.00%

Capital Analysts, LLC

1.79K

Jun 30, 26

+436

0.00%

TRUST CO OF VERMONT

1.77K

Jun 30, 26

+1.77K

0.00%

Lavaca Capital LLC

1.76K

Jun 30, 26

+1.76K

0.00%

SYM FINANCIAL Corp

1.73K

Jun 30, 26

-64

0.00%

TOMPKINS FINANCIAL CORP

1.73K

Jun 30, 26

+1.73K

0.00%

Continuum Advisory, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

HM PAYSON & CO

1.65K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

1.63K

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

1.57K

Jun 30, 26

-844

0.00%

UMB Bank, n.a.

1.56K

Jun 30, 26

-1.50K

0.00%

Security National Bank

1.50K

Jun 30, 26

0.00%

1.50K

Jun 30, 26

0.00%

Vanguard National Trust Co

1.44K

Jun 30, 26

+1.42K

0.00%

Buck Wealth Strategies, LLC

1.42K

Jun 30, 26

+1.42K

0.00%

Glen Eagle Advisors, LLC

1.41K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

1.40K

Jun 30, 26

+1.40K

0.00%

CENTRAL TRUST Co

1.39K

Jun 30, 26

+460

0.00%

Kilter Group LLC

1.25K

Jun 30, 26

-3.12K

0.00%

Nemes Rush Group LLC

1.24K

Jun 30, 26

0.00%

Independence Bank of Kentucky

1.13K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.09K

Jun 30, 26

-2.65K

0.00%

Capital Investment Advisory Services, LLC

1.00K

Jun 30, 26

-15

0.00%

Migdal Insurance & Financial Holdings Ltd.

1.00K

Jun 30, 26

0.00%

Larson Financial Group LLC

937

Jun 30, 26

-417

0.00%

Rossby Financial, LCC

933

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

881

Jun 30, 26

-136

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

844

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

826

Jun 30, 26

0.00%

Perkins Coie Trust Co

813

Jun 30, 26

0.00%

Colonial Trust Co / SC

806

Jun 30, 26

0.00%

CVA Family Office, LLC

804

Jun 30, 26

+508

0.00%

Bellecapital International Ltd.

770

Jun 30, 26

+770

0.00%

Winthrop Capital Management, LLC

767

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

712

Jun 30, 26

0.00%

True Wealth Design, LLC

585

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

575

Jun 30, 26

+125

0.00%

DT Investment Partners, LLC

567

Jun 30, 26

+25

0.00%

GAMMA Investing LLC

549

Jun 30, 26

0.00%

SIGNATUREFD, LLC

545

Jun 30, 26

-183

0.00%

Crewe Advisors LLC

529

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

527

Jun 30, 26

-656

0.00%

Fairway Wealth LLC

455

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

440

Jun 30, 26

-23

0.00%

Atlatl Advisers LLC

431

Jun 30, 26

+431

0.00%

Founders Financial Alliance, LLC

394

Jun 30, 26

+217

0.00%

First Bancorp, Inc /ME/

385

Jun 30, 26

+385

0.00%

HAZLETT, BURT & WATSON, INC.

332

Jun 30, 26

-330

0.00%

Cassaday & Co Wealth Management LLC

329

Jun 30, 26

-61

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

314

Jun 30, 26

+314

0.00%

MRP Capital Investments, LLC

311

Jun 30, 26

0.00%

Archer Investment Corp

292

Jun 30, 26

+292

0.00%

SITTNER & NELSON, LLC

276

Jun 30, 26

+276

0.00%

Abound Wealth Management

273

Jun 30, 26

+24

0.00%

Trifecta Capital Advisors, LLC

249

Jun 30, 26

+249

0.00%

Daiwa Securities Group Inc.

247

Jun 30, 26

+88

0.00%

Cornerstone Planning Group LLC

241

Jun 30, 26

+104

0.00%

TOTH FINANCIAL ADVISORY CORP

238

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

234

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

232

Jun 30, 26

0.00%

YANKCOM Partnership

230

Jun 30, 26

0.00%

High Note Wealth, LLC

215

Jun 30, 26

0.00%

Hoese & Co LLP

212

Jun 30, 26

0.00%

Transce3nd, LLC

201

Jun 30, 26

0.00%

Dunhill Financial, LLC

199

Jun 30, 26

-739

0.00%

FAS Wealth Partners, Inc.

194

Jun 30, 26

0.00%

BankPlus Trust Department

180

Jun 30, 26

0.00%

Olistico Wealth, LLC

163

Jun 30, 26

0.00%

IMA Wealth, Inc.

157

Jun 30, 26

+157

0.00%

BARRETT & COMPANY, INC.

147

Jun 30, 26

0.00%

Sachetta, LLC

144

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

140

Jun 30, 26

+33

0.00%

MB, LEVIS & ASSOCIATES, LLC

139

Jun 30, 26

0.00%

GW&K Investment Management, LLC

132

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

129

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

127

Jun 30, 26

-138

0.00%

Newbridge Financial Services Group, Inc.

126

Jun 30, 26

+26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

111

Jun 30, 26

+111

0.00%

Quaker Wealth Management, LLC

110

Jun 30, 26

+61

0.00%

Delos Wealth Advisors, LLC

109

Jun 30, 26

+109

0.00%

HHM Wealth Advisors, LLC

107

Jun 30, 26

-84

0.00%

WealthShield Partners, LLC

107

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

105

Jun 30, 26

-96

0.00%

AlphaCore Capital LLC

102

Jun 30, 26

+102

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

+16

0.00%

Westend Capital Management, LLC

Jun 30, 26

+65

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

City State Bank

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

+38

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

Jun 30, 26

+18

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

+18

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

+14

0.00%

Aspect Partners, LLC

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Virtus Fixed Income Advisers, LLC

Jun 30, 26

0.00%

Cheviot Value Management, LLC

Jun 30, 26

0.00%

Rakuten Securities, Inc.

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Jun 30, 26

0.00%

Kozak & Associates, Inc.

Jun 30, 26

0.00%

HRT FINANCIAL LP

Jun 30, 26

-6.12K

Whalen Wealth Management Inc.

Jun 30, 26

-18.48K

STEVENS CAPITAL PARTNERS

Jun 30, 26

-5.16K

Cynosure Group, LLC

Jun 30, 26

-11.15K

TD Capital Management LLC

Jun 30, 26

-3.89K

EDMOND DE ROTHSCHILD HOLDING S.A.

Jun 30, 26

-1.25K

FIRST COMMUNITY TRUST NA

Jun 30, 26

-448

Key FInancial Inc

Jun 30, 26

-26

FINANCIAL MANAGEMENT NETWORK INC

Jun 30, 26

-3.54K

Victrix Investment Advisors

Jun 30, 26

-9.17K

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-4.37K

Horizon Investments, LLC

Jun 30, 26

-320

Root Financial Partners, LLC

Jun 30, 26

-3.16K

WNY Asset Management, LLC

Jun 30, 26

-10.29K

Latitude Advisors, LLC

Jun 30, 26

-3.43K

Activest Wealth Management

Jun 30, 26

-37

Elm Partners Management LLC

Jun 30, 26

-3.71K

ALEXANDER LABRUNERIE & CO., INC.

Jun 30, 26

-60.53K

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-6.79K

Seneschal Advisors, LLC

Jun 30, 26

-86

Partners in Financial Planning

Jun 30, 26

-3.54K

Empowered Funds, LLC

Jun 30, 26

-352.23K

EVOKE WEALTH, LLC

Jun 30, 26

-258.11K

Calamos Advisors LLC

Jun 30, 26

-4.08K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-26

JPL Wealth Management, LLC

Jun 30, 26

-462

XTX Topco Ltd

Jun 30, 26

-8.66K

BOSTON FAMILY OFFICE LLC

Jun 30, 26

-5.72K

Headlands Technologies LLC

Jun 30, 26

-32.48K

Northstar Advisory Group, LLC

Jun 30, 26

-51.48K

Gateway Wealth Partners, LLC

Jun 30, 26

-5.59K

Manchester Capital Management LLC

Jun 30, 26

-253

CURIO WEALTH, LLC

Jun 30, 26

-38

Grove Bank & Trust

Jun 30, 26

-3.29K

Moss Adams Wealth Advisors LLC

Jun 30, 26

-8.02K

GWN SECURITIES INC.

Jun 30, 26

-3.43K

Tradewinds Capital Management, LLC

Jun 30, 26

-352

Baer Investment Advisory LLC

Jun 30, 26

-88.95K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-41.00K

Costello Asset Management, INC

Jun 30, 26

-200

Squarepoint Ops LLC

Jun 30, 26

-5.79K

SEVEN MILE ADVISORY

Jun 30, 26

-7.73K

JANE STREET GROUP, LLC

Jun 30, 26

-182.46K

Financial Freedom, LLC

Jun 30, 26

-141

Pacifica Partners Inc.

Jun 30, 26

-1.24K

BALLAST ADVISORS LLC

Jun 30, 26

-91

SEEDS INVESTOR LLC

Jun 30, 26

-6.49K

THEORY FINANCIAL LLC

Jun 30, 26

-10.51K

WASHINGTON TRUST BANK

Jun 30, 26

-4.30K

Colonial Trust Advisors

Jun 30, 26

-86

Sound Income Strategies, LLC

Jun 30, 26

-2.42K

DHJJ Financial Advisors, Ltd.

Jun 30, 26

-124

Alaethes Wealth LLC

Jun 30, 26

-601.89K

MBM Wealth Consultants, LLC

Jun 30, 26

-197

CERTUITY, LLC

Jun 30, 26

-13.55K

STATE STREET CORP

Jun 30, 26

-4.95M

Bell Investment Advisors, Inc

Jun 30, 26

-547

Wright Fund Management, LLC

Jun 30, 26

-311.13K

AMERICAN CENTURY COMPANIES INC

Jun 30, 26

-105.30K

Frontier Asset Management, LLC

Jun 30, 26

-3.49K

Diversified Trust Co

Jun 30, 26

-3.44K

BESSEMER GROUP INC

Jun 30, 26

-2.53K

Strategic Financial Services, Inc,

2.70M

Mar 31, 26

+50.44K

0.31%

Beacon Pointe Advisors, LLC

393.69K

Mar 31, 26

+25.94K

0.05%

Empowered Funds, LLC

352.23K

Mar 31, 26

+43.09K

0.04%

CWM, LLC

325.41K

Mar 31, 26

+19.31K

0.04%

North Ridge Wealth Advisors, Inc.

246.64K

Mar 31, 26

+7.52K

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

174.91K

Mar 31, 26

+13.90K

0.02%

First Affirmative Financial Network

109.31K

Mar 31, 26

+109.31K

0.01%

Pure Financial Advisors, LLC

80.66K

Mar 31, 26

+21.03K

0.01%

RoundAngle Advisors LLC

73.10K

Mar 31, 26

+2.06K

0.01%

RB Capital Management, LLC

65.53K

Mar 31, 26

-4.88K

0.01%

JANUS HENDERSON GROUP PLC

35.81K

Mar 31, 26

-2.81K

0.00%

Equitable Holdings, Inc.

32.77K

Mar 31, 26

+1.31K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

30.09K

Mar 31, 26

-506

0.00%

Cherry Tree Wealth Management, LLC

29.71K

Mar 31, 26

+1.14K

0.00%

Talon Private Wealth, LLC

25.43K

Mar 31, 26

+25.43K

0.00%

Kingsview Wealth Management, LLC

12.85K

Mar 31, 26

-3.04K

0.00%

Rehmann Capital Advisory Group

12.73K

Mar 31, 26

-2.37K

0.00%

Leo Wealth, LLC

10.93K

Mar 31, 26

-855

0.00%

WNY Asset Management, LLC

10.29K

Mar 31, 26

+10.29K

0.00%

Fortress Financial Solutions, LLC

6.52K

Mar 31, 26

+345

0.00%

EXENCIAL WEALTH ADVISORS, LLC

5.72K

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

5.63K

Mar 31, 26

-1

0.00%

Capital Planning Advisors, LLC

4.71K

Mar 31, 26

0.00%

SwitchPoint Financial Planning, LLC

4.32K

Mar 31, 26

+26

0.00%

Anfield Capital Management, LLC

2.96K

Mar 31, 26

+2.96K

0.00%

Bank of Jackson Hole Trust

2.74K

Mar 31, 26

+1.34K

0.00%

Evelyn Partners Asset Management Ltd

1.31K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

841

Mar 31, 26

+305

0.00%

Sunbelt Securities, Inc.

557

Mar 31, 26

0.00%

Anchor Investment Management, LLC

341

Mar 31, 26

0.00%

McIlrath & Eck, LLC

282

Mar 31, 26

0.00%

Copia Wealth Management

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

+27

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-1

0.00%

Evelyn Partners Investment Management LLP

Mar 31, 26

-1.60K

Canandaigua National Trust Co of Florida

Mar 31, 26

-4.07K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-795

Heritage Financial Services, LLC

5.20M

Dec 31, 25

+793.31K

0.60%

Quest Partners LLC

803.84K

Dec 31, 25

+695.73K

0.09%

VANGUARD GROUP INC

745.98K

Dec 31, 25

+72.46K

0.09%

COMERICA BANK

100.65K

Dec 31, 25

-11.25K

0.01%

NICOLET ADVISORY SERVICES, LLC

74.69K

Dec 31, 25

+3.60K

0.01%

Schulz Wealth, LTD.

20.39K

Dec 31, 25

+35

0.00%

Cadence Bank

5.11K

Dec 31, 25

-188

0.00%

CIBC Private Wealth Group, LLC

3.81K

Dec 31, 25

+1.35K

0.00%

PURE PORTFOLIOS HOLDINGS LLC

3.70K

Dec 31, 25

+34

0.00%

Ransom Advisory, Ltd

2.12K

Dec 31, 25

+2.12K

0.00%

New Millennium Group LLC

Dec 31, 25

-1

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-174

MidWestOne Financial Group, Inc.

Dec 31, 25

-31.25K

Gitterman Wealth Management, LLC

1.40M

Sep 30, 25

+15.42K

0.16%

Gunma Bank,Ltd.

395.00K

Sep 30, 25

0.05%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

164.86K

Sep 30, 25

+57.88K

0.02%

SYNOVUS FINANCIAL CORP

94.05K

Sep 30, 25

-2.30K

0.01%

Dai-ichi Life Holdings, Inc.

17.60K

Sep 30, 25

+17.60K

0.00%

PINNACLE FINANCIAL PARTNERS INC

14.10K

Sep 30, 25

-14.00K

0.00%

Siligmueller & Norvid Wealth Advisors LLC

13.94K

Sep 30, 25

+13.94K

0.00%

Promus Capital, LLC

8.75K

Sep 30, 25

+8.75K

0.00%

Cove Street Capital, LLC

5.00K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

4.39K

Sep 30, 25

+28

0.00%

Kathleen S. Wright Associates Inc.

2.00K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

708

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

607

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

+41

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+25

0.00%

PrairieView Partners, LLC

757.87K

Jun 30, 25

+15.35K

0.09%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

380.16K

Jun 30, 25

-77.75K

0.04%

AVANTAX ADVISORY SERVICES, INC.

96.88K

Jun 30, 25

-8.58K

0.01%

KRAFT ASSET MANAGEMENT, LLC

92.01K

Jun 30, 25

-2.77K

0.01%

Atria Wealth Solutions, Inc.

77.51K

Jun 30, 25

-25.44K

0.01%

Congress Wealth Management LLC / DE /

54.13K

Jun 30, 25

+352

0.01%

Graypoint LLC

48.16K

Jun 30, 25

+2.68K

0.01%

BIP Alliance, LLC

40.42K

Jun 30, 25

-408

0.00%

Parkside Advisors LLC

25.32K

Jun 30, 25

+111

0.00%

Christopher J. Hasenberg, Inc

22.69K

Jun 30, 25

+22.69K

0.00%

FUTURE YOU WEALTH LLC

11.34K

Jun 30, 25

+11.34K

0.00%

J. W. Coons Advisors, LLC

5.17K

Jun 30, 25

0.00%

Parkworth Wealth Management, Inc.

4.01K

Jun 30, 25

+585

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

912

Jun 30, 25

+912

0.00%

Iron Horse Wealth Management, LLC

901

Jun 30, 25

0.00%

Cable Hill Partners, LLC

596.11K

Mar 31, 25

+30.70K

0.07%

Wade Financial Advisory, Inc

283.60K

Mar 31, 25

+2.77K

0.03%

Morningstar Investment Services LLC

261.54K

Mar 31, 25

-104.09K

0.03%

Michael A. Dubis Financial Planning, LLC

224.50K

Mar 31, 25

+8.94K

0.03%

Bremer Bank National Association

181.15K

Mar 31, 25

0.02%

Orion Portfolio Solutions, LLC

47.20K

Mar 31, 25

+2.19K

0.01%

Transform Wealth, LLC

45.20K

Mar 31, 25

-13.13K

0.01%

Sandy Spring Bank

33.83K

Mar 31, 25

+1.02K

0.00%

Sheaff Brock Investment Advisors, LLC

10.83K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

319

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+90

0.00%

Proquility Private Wealth Partners, LLC

Mar 31, 25

-25.99K

LAKE STREET ADVISORS GROUP, LLC

698.16K

Dec 31, 24

-121.17K

0.08%

Executive Wealth Management, LLC

602.97K

Dec 31, 24

+15.69K

0.07%

BOSTON FINANCIAL MANGEMENT LLC

395.29K

Dec 31, 24

+5.86K

0.05%

AGILIS PARTNERS LLC

104.60K

Dec 31, 24

-1.60K

0.01%

Merriman Wealth Management, LLC

46.35K

Dec 31, 24

+9.33K

0.01%

Private Portfolio Partners LLC

9.43K

Dec 31, 24

+1.60K

0.00%

Gray Wealth Management Inc.

9.12K

Dec 31, 24

+2.22K

0.00%

Treynor Bancshares, Inc.

5.51K

Dec 31, 24

+5.51K

0.00%

AlphaMark Advisors, LLC

2.65K

Dec 31, 24

-280

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

1.89K

Dec 31, 24

0.00%

WR Wealth Planners, LLC

390

Dec 31, 24

-590

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-846

Edgehill Endowment Partners, LLC

1.62M

Sep 30, 24

+14.82K

0.19%

Raymond James Financial Services Advisors, Inc.

1.31M

Sep 30, 24

+2.02K

0.15%

RAYMOND JAMES & ASSOCIATES

293.91K

Sep 30, 24

-112.71K

0.03%

MONUMENTAL FINANCIAL GROUP INC.

96.85K

Sep 30, 24

-5.35K

0.01%

RAYMOND JAMES TRUST N.A.

34.44K

Sep 30, 24

+7.74K

0.00%

SINECERA CAPITAL, LLC

11.19K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

9.30K

Sep 30, 24

+999

0.00%

Peterson Financial Group, Inc.

6.85K

Sep 30, 24

-704

0.00%

FinTrust Capital Advisors, LLC

4.07K

Sep 30, 24

0.00%

Source Financial Advisors LLC

3.94K

Sep 30, 24

-200

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

6.60M

Jun 30, 24

+576.79K

0.76%

Abbrea Capital, LLC

237.94K

Jun 30, 24

+12.85K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

72.56K

Jun 30, 24

+4.27K

0.01%

Custom Portfolio Group LLC

51.78K

Jun 30, 24

+4.69K

0.01%

Coombe, Bender & Co LLC

21.28K

Jun 30, 24

-1.46K

0.00%

Rain Capital Management, LLC

1.36K

Jun 30, 24

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

1.20K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-1.05M

Cetera Advisor Networks LLC

79.77K

Mar 31, 24

-78.50K

0.01%

Eudaimonia Partners, LLC

78.55K

Mar 31, 24

+66.25K

0.01%

Cetera Advisors LLC

71.34K

Mar 31, 24

+49.11K

0.01%

FirstPurpose Wealth LLC

63.23K

Mar 31, 24

+8.52K

0.01%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

24.78K

Mar 31, 24

+24.78K

0.00%

Charles Schwab Investment Advisory, Inc.

5.85K

Mar 31, 24

+5.85K

0.00%

Retirement Group, LLC

3.87K

Mar 31, 24

+369

0.00%

CAMBRIDGE TRUST CO

1.93K

Mar 31, 24

0.00%

Connectus Wealth, LLC

Mar 31, 24

-246.46K

Starfox Financial Services, LLC

Mar 31, 24

-3.46K

Syntal Capital Partners, LLC

Mar 31, 24

-4.62K

Asset Management Resources, LLC

65.53K

Dec 31, 23

+24.08K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

36.48K

Dec 31, 23

+10.40K

0.00%

DFPG INVESTMENTS, LLC

18.50K

Dec 31, 23

-5.62K

0.00%

Bridgeworth, LLC

14.55K

Dec 31, 23

-687

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

9.89K

Dec 31, 23

+9.89K

0.00%

Bartlett & Co. LLC

3.00K

Dec 31, 23

+3.00K

0.00%

PATHSTONE FAMILY OFFICE, LLC

291.19K

Sep 30, 23

+291.19K

0.03%

Polaris Wealth Advisory Group, LLC

290.26K

Sep 30, 23

-14.61K

0.03%

COMERICA SECURITIES,INC.

27.11K

Sep 30, 23

-9.01K

0.00%

TIEDEMANN ADVISORS, LLC

19.71K

Sep 30, 23

+6.24K

0.00%

BRIGGS ADVISORY GROUP, INC.

18.83K

Sep 30, 23

+4.17K

0.00%

Tri-Star Advisors Inc.

7.93K

Sep 30, 23

0.00%

COLONY GROUP LLC

5.23K

Sep 30, 23

+5.23K

0.00%

Icon Wealth Partners, LLC

1.95K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

630

Sep 30, 23

0.00%

Antonetti Capital Management LLC

219

Sep 30, 23

0.00%

EA Series Trust

161.85K

Jun 30, 23

+161.85K

0.02%

Vident Investment Advisory, LLC

126.58K

Jun 30, 23

+47.69K

0.01%

Ten Capital Wealth Advisors, LLC

40.16K

Jun 30, 23

+1.53K

0.00%

BerganKDV Wealth Management, LLC

22.89K

Jun 30, 23

+22.89K

0.00%

First National Bank of South Miami

5.55K

Jun 30, 23

-1.06K

0.00%

TIAA, FSB

4.58K

Jun 30, 23

+4.58K

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

109.25K

Mar 31, 23

+34.62K

0.01%

Quantitative Advantage, LLC

16.52K

Mar 31, 23

+1.31K

0.00%

Fullen Financial Group

11.76K

Mar 31, 23

+383

0.00%

Personal Capital Advisors Corp

11.07M

Dec 31, 22

+11.07M

1.28%

Laurel Wealth Advisors, Inc.

133.76K

Dec 31, 22

+27.63K

0.02%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

41.18K

Dec 31, 22

-9.36K

0.00%

Capital Directions Investment Advisors, LLC

1.85K

Dec 31, 22

+1.85K

0.00%

Burleson & Company, LLC

Dec 31, 22

0.00%

RGT Wealth Advisors, LLC

15.90K

Sep 30, 22

-1.29K

0.00%

REGENTATLANTIC CAPITAL LLC

12.53K

Sep 30, 22

+5.37K

0.00%

MILESTONE WEALTH, LLC

4.49K

Sep 30, 22

-67

0.00%

UBP Investment Advisors SA

4.35K

Sep 30, 22

0.00%

American Portfolios Advisors

2.39K

Sep 30, 22

-29

0.00%

Strategic Asset Management, LLC

1.14K

Sep 30, 22

-240

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-15.78K

Spearhead Capital Advisors, LLC

Sep 30, 22

-23.84K

ACG Wealth

Sep 30, 22

-285

Altium Wealth Management LLC

335.67K

Jun 30, 22

-2.50K

0.04%

B. Riley Wealth Management, Inc.

11.79K

Jun 30, 22

+288

0.00%

BREWIN DOLPHIN LTD

10.87K

Jun 30, 22

+4.85K

0.00%

BT Wealth Management LLC

3.60K

Jun 30, 22

+3.60K

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

-1.50K

People's United Financial, Inc.

512.81K

Mar 31, 22

-61.76K

0.06%

IndexIQ Advisors LLC

478.69K

Mar 31, 22

-423.52K

0.06%

KEYSTONE WEALTH PARTNERS

50.91K

Mar 31, 22

+778

0.01%

CAPITAL ONE FINANCIAL CORP

23.94K

Mar 31, 22

-139.92K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

12.75K

Mar 31, 22

+1.06K

0.00%

Biltmore Capital Advisors LLC

68.43K

Dec 31, 21

-8.20K

0.01%

Clear Perspective Advisors, LLC

45.49K

Dec 31, 21

+13.88K

0.01%

Clearshares LLC

36.54K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

32.56K

Dec 31, 21

+7.50K

0.00%

Altavista Wealth Management, Inc.

17.85K

Dec 31, 21

+2.70K

0.00%

REILLY FINANCIAL ADVISORS, LLC

400

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

HawsGoodwin Investment Management LLC

Dec 31, 21

-29

Ameritas Investment Company, LLC

661.66K

Sep 30, 21

+660.73K

0.08%

FIRST MERCANTILE TRUST CO

559.35K

Sep 30, 21

-74.00K

0.06%

Alexandria Capital, LLC

126.79K

Sep 30, 21

-7.08K

0.01%

Newport Wealth Strategies, Inc.

4.17K

Sep 30, 21

-3.17K

0.00%

Sonora Investment Management, LLC

154

Sep 30, 21

+154

0.00%

BBVA USA

Sep 30, 21

0.00%

Optimal Asset Management, Inc.

Sep 30, 21

-5.05K

PNC Managed Account Solutions, Inc.

9.67K

Jun 30, 21

+9.67K

0.00%

FormulaFolio Investments, LLC

884

Jun 30, 21

-3

0.00%

AdvicePeriod, LLC

Jun 30, 21

-7.16K

TCF National Bank

37.33K

Mar 31, 21

+8.88K

0.00%

BBVA USA Bancshares, Inc.

14.47K

Mar 31, 21

+887

0.00%

SVA Wealth Management, LLC

3.55K

Dec 31, 20

0.00%

LifePlan Financial Group, Inc

84.28K

Sep 30, 20

+1.09K

0.01%

Wealthspire Advisors, L.P.

73.75K

Sep 30, 20

+73.75K

0.01%

First Allied Advisory Services, Inc.

12.14K

Sep 30, 20

-17.64K

0.00%

Lucia Wealth Services, LLC

3.18K

Sep 30, 20

-524

0.00%

Global Financial Private Capital, Inc

3.51K

Jun 30, 20

-934

0.00%

Lenox Wealth Management, Inc.

125

Jun 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

121.81K

Dec 31, 19

+42

0.01%

Advisor Group, Inc.

96.22K

Dec 31, 19

+6.67K

0.01%

CAPITAL ONE, NATIONAL ASSOCIATION

89.97K

Dec 31, 19

+89.97K

0.01%

Integre Asset Management, LLC

3.11K

Dec 31, 19

+17

0.00%

BB&T SECURITIES, LLC

333.58K

Sep 30, 19

+16.27K

0.04%

BOSTON ADVISORS LLC

260.20K

Sep 30, 19

-8.62K

0.03%

Capital One Investing, Inc.

72.30K

Sep 30, 19

+9.45K

0.01%

SUNTRUST BANKS INC

63.27K

Sep 30, 19

+5.92K

0.01%

KLS Professional Advisors Group, LLC

81.70K

Jun 30, 19

-19.71K

0.01%

CHEMICAL BANK

6.26K

Jun 30, 19

+2.63K

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

29.95K

Mar 31, 19

-5.82K

0.00%

HL FINANCIAL SERVICES LLC

4.77K

Mar 31, 19

+201

0.00%

WealthTrust Fairport, LLC

278

Mar 31, 19

+278

0.00%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

4.07K

Dec 31, 18

-975

0.00%

SOLARIS ASSET MANAGEMENT LLC

1.72K

Sep 30, 18

0.00%

Allegis Investment Advisors, LLC

7.59K

Mar 31, 18

-18.44K

0.00%

WealthShield, LLC

13.52K

Dec 31, 17

+13.52K

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-36.57K

RONALD BLUE & CO LLC

2.78M

Jun 30, 17

+731.74K

0.32%

Commonwealth Equity Services, Inc

54.09K

Jun 30, 17

+291

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-16.74K

FIRST FINANCIAL EQUITY CORPORATION

57.08K

Mar 31, 17

+57.08K

0.01%

MSI Financial Services Inc

26.93K

Dec 31, 16

-15.23K

0.00%

Investors Capital Advisory Services

8.11K

Jun 30, 16

-550

0.00%

Gupta Wealth Management LLC

73.81K

Mar 31, 16

-9.53K

0.01%

CITY NATIONAL BANK

9.90K

Sep 30, 15

-21

0.00%

MANAGED ACCOUNT ADVISORS LLC

11.16K

Jun 30, 15

+4.70K

0.00%

Placemark Investments, Inc.

Dec 31, 14

-13.63K

UBS AG

14.76K

Sep 30, 14

-1.27K

0.00%

KNIGHT CAPITAL GROUP LLC

30.14K

Jun 30, 13

+20.22K

0.00%

First Allied Securities, Inc.

345

Jun 30, 12

+21

0.00%