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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-217

WELLS FARGO & COMPANY/MN

27.77M

Mar 31, 26

+806.11K

1.02%

JONES FINANCIAL COMPANIES LLLP

26.27M

Mar 31, 26

+4.78M

0.97%

BANK OF AMERICA CORP /DE/

18.13M

Mar 31, 26

+1.04K

0.67%

UBS Group AG

13.40M

Mar 31, 26

+7.83M

0.49%

MONETA GROUP INVESTMENT ADVISORS LLC

9.95M

Mar 31, 26

+7.59M

0.37%

MORGAN STANLEY

8.63M

Mar 31, 26

+139.90K

0.32%

Creative Planning

8.31M

Mar 31, 26

-104.47K

0.31%

RAYMOND JAMES FINANCIAL INC

7.52M

Mar 31, 26

+371.71K

0.28%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.31M

Mar 31, 26

+127.87K

0.23%

ENVESTNET ASSET MANAGEMENT INC

5.89M

Mar 31, 26

+3.28M

0.22%

US BANCORP \DE\

5.41M

Mar 31, 26

+370.52K

0.20%

NATIXIS ADVISORS, L.P.

4.03M

Mar 31, 26

+672.26K

0.15%

LPL Financial LLC

3.58M

Mar 31, 26

+295.19K

0.13%

AMERIPRISE FINANCIAL INC

3.22M

Mar 31, 26

-190.93K

0.12%

PNC FINANCIAL SERVICES GROUP, INC.

2.36M

Mar 31, 26

+54.23K

0.09%

Mariner, LLC

2.13M

Mar 31, 26

+127.33K

0.08%

JPMORGAN CHASE & CO

2.12M

Mar 31, 26

-16.70K

0.08%

ROYAL BANK OF CANADA

1.68M

Mar 31, 26

+48.86K

0.06%

UBS ASSET MANAGEMENT AMERICAS INC

1.66M

Mar 31, 26

+1.16M

0.06%

Chicago Partners Investment Group LLC

1.62M

Mar 31, 26

+1.23M

0.06%

Allworth Financial LP

1.53M

Mar 31, 26

+11.69K

0.06%

JMG Financial Group, Ltd.

1.40M

Mar 31, 26

+45.83K

0.05%

Cetera Investment Advisers

1.38M

Mar 31, 26

+105.62K

0.05%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.37M

Mar 31, 26

+1.37M

0.05%

Cerity Partners LLC

1.33M

Mar 31, 26

+214.90K

0.05%

Nicholas Hoffman & Company, LLC.

1.19M

Mar 31, 26

+9.47K

0.04%

Bank of New York Mellon Corp

1.13M

Mar 31, 26

+119.26K

0.04%

HighTower Advisors, LLC

1.09M

Mar 31, 26

+24.56K

0.04%

REGIONS FINANCIAL CORP

1.06M

Mar 31, 26

+110.36K

0.04%

Midwest Trust Co

1.03M

Mar 31, 26

+21.89K

0.04%

Capital Asset Advisory Services LLC

1.02M

Mar 31, 26

+763.45K

0.04%

Border to Coast Pensions Partnership Ltd

1.02M

Mar 31, 26

-124.89K

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

1.01M

Mar 31, 26

-37.92K

0.04%

GOLDMAN SACHS GROUP INC

901.19K

Mar 31, 26

+77.84K

0.03%

BANK OF MONTREAL /CAN/

879.89K

Mar 31, 26

-61.92K

0.03%

Rockefeller Capital Management L.P.

798.72K

Mar 31, 26

+61.24K

0.03%

Beacon Pointe Advisors, LLC

742.20K

Mar 31, 26

+188.02K

0.03%

ADVISOR GROUP HOLDINGS, INC.

732.86K

Mar 31, 26

-7.53K

0.03%

STIFEL FINANCIAL CORP

725.60K

Mar 31, 26

+14.10K

0.03%

Clearstead Advisors, LLC

709.75K

Mar 31, 26

+8.13K

0.03%

Baird Financial Group, Inc.

626.68K

Mar 31, 26

+73.88K

0.02%

FIFTH THIRD BANCORP

619.35K

Mar 31, 26

+196.25K

0.02%

Wealthspire Advisors, LLC

618.51K

Mar 31, 26

+16.42K

0.02%

SigFig Wealth Management, LLC

615.41K

Mar 31, 26

+62.95K

0.02%

Pathstone Holdings, LLC

597.96K

Mar 31, 26

+3.85K

0.02%

First Command Advisory Services, Inc.

561.60K

Mar 31, 26

-5.62K

0.02%

FMR LLC

557.55K

Mar 31, 26

+34.13K

0.02%

1832 Asset Management L.P.

549.72K

Mar 31, 26

+8.40K

0.02%

CI Private Wealth, LLC

494.88K

Mar 31, 26

-49.53K

0.02%

Joel Isaacson & Co., LLC

475.30K

Mar 31, 26

+9.77K

0.02%

Bleakley Financial Group, LLC

472.70K

Mar 31, 26

+40.07K

0.02%

TRUIST FINANCIAL CORP

463.62K

Mar 31, 26

-16.51K

0.02%

CULLEN/FROST BANKERS, INC.

441.99K

Mar 31, 26

+820

0.02%

INVICTUS PRIVATE WEALTH, LLC

433.62K

Mar 31, 26

+11.69K

0.02%

Millburn Ridgefield Corp

421.24K

Mar 31, 26

+41.62K

0.02%

Catalyst Capital Advisors LLC

421.24K

Mar 31, 26

+41.62K

0.02%

Financial Synergies Wealth Advisors, Inc.

387.23K

Mar 31, 26

+4.37K

0.01%

Janney Montgomery Scott LLC

384.68K

Mar 31, 26

-22.79K

0.01%

Equitable Holdings, Inc.

375.95K

Mar 31, 26

+37.53K

0.01%

Kestra Advisory Services, LLC

365.96K

Mar 31, 26

+32.56K

0.01%

Merit Financial Group, LLC

358.77K

Mar 31, 26

+45.54K

0.01%

COUNTRY TRUST BANK

356.12K

Mar 31, 26

+8.01K

0.01%

Waverly Advisors, LLC

355.42K

Mar 31, 26

+12.10K

0.01%

MML INVESTORS SERVICES, LLC

335.50K

Mar 31, 26

-48.54K

0.01%

CAPTRUST FINANCIAL ADVISORS

333.47K

Mar 31, 26

+2.21K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

331.14K

Mar 31, 26

-120.77K

0.01%

Cresset Asset Management, LLC

329.56K

Mar 31, 26

-199.59K

0.01%

Cambridge Investment Research Advisors, Inc.

327.44K

Mar 31, 26

+40.07K

0.01%

NewEdge Advisors, LLC

315.51K

Mar 31, 26

+622

0.01%

CENTRAL TRUST Co

314.55K

Mar 31, 26

+17.51K

0.01%

Pine Ridge Advisers LLC

306.12K

Mar 31, 26

0.01%

Nadler Financial Group, Inc.

299.95K

Mar 31, 26

+12.39K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

299.83K

Mar 31, 26

-19.61K

0.01%

CBIZ Investment Advisory Services, LLC

297.34K

Mar 31, 26

-332.67K

0.01%

PRINCIPAL FINANCIAL GROUP INC

293.74K

Mar 31, 26

+91.41K

0.01%

Horizon Investments, LLC

281.86K

Mar 31, 26

+146.66K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

270.34K

Mar 31, 26

+16.63K

0.01%

ASSETMARK, INC

269.88K

Mar 31, 26

-63.25K

0.01%

PITTENGER & ANDERSON INC

261.13K

Mar 31, 26

-18.53K

0.01%

Betterment LLC

258.04K

Mar 31, 26

+472

0.01%

Smithfield Trust Co

254.86K

Mar 31, 26

+2.66K

0.01%

SilverOak Wealth Management LLC

253.78K

Mar 31, 26

+9.00K

0.01%

ASSOCIATED BANC-CORP

253.50K

Mar 31, 26

+18.80K

0.01%

Performa Ltd (US), LLC

249.45K

Mar 31, 26

+35.39K

0.01%

Schneider Downs Wealth Management Advisors, LP

246.03K

Mar 31, 26

+3.47K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

245.38K

Mar 31, 26

+1.19K

0.01%

PDS Planning, Inc

233.27K

Mar 31, 26

+5.49K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

227.22K

Mar 31, 26

-1.52K

0.01%

DAVENPORT & Co LLC

224.44K

Mar 31, 26

+30.80K

0.01%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

215.38K

Mar 31, 26

-21.64K

0.01%

Private Advisor Group, LLC

209.76K

Mar 31, 26

-11.53K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

207.49K

Mar 31, 26

+7.06K

0.01%

AMG National Trust Bank

199.55K

Mar 31, 26

+27.58K

0.01%

Colony Group, LLC

199.34K

Mar 31, 26

+6.85K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

193.40K

Mar 31, 26

+1.41K

0.01%

Connecticut Wealth Management, LLC

192.96K

Mar 31, 26

-19.23K

0.01%

Steward Partners Investment Advisory, LLC

191.88K

Mar 31, 26

+16.80K

0.01%

Sanctuary Advisors, LLC

191.85K

Mar 31, 26

+3.49K

0.01%

Venture Visionary Partners LLC

186.00K

Mar 31, 26

-36.98K

0.01%

New Hampshire Trust

178.60K

Mar 31, 26

+2.34K

0.01%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

176.93K

Mar 31, 26

+14.83K

0.01%

Riverpoint Wealth Management Holdings, LLC

174.77K

Mar 31, 26

+2.51K

0.01%

Northwest Quadrant Wealth Management, LLC

173.41K

Mar 31, 26

-2.54K

0.01%

HALL CAPITAL MANAGEMENT CO INC

172.39K

Mar 31, 26

+130.25K

0.01%

Center for Financial Planning, Inc.

167.79K

Mar 31, 26

+2.75K

0.01%

Bear Mountain Capital, Inc.

164.19K

Mar 31, 26

+7.67K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

162.36K

Mar 31, 26

+122.14K

0.01%

CUTLER INVESTMENT COUNSEL LLC

161.27K

Mar 31, 26

-288

0.01%

Lido Advisors, LLC

159.51K

Mar 31, 26

+18.70K

0.01%

BlackRock, Inc.

158.46K

Mar 31, 26

+54.19K

0.01%

BLB&B Advisors, LLC

158.31K

Mar 31, 26

-2.50K

0.01%

TRUST CO OF VIRGINIA /VA

156.49K

Mar 31, 26

-623

0.01%

FIRST MANHATTAN CO. LLC.

156.40K

Mar 31, 26

+17.56K

0.01%

NewEdge Wealth, LLC

152.50K

Mar 31, 26

-355

0.01%

Farther Finance Advisors, LLC

152.32K

Mar 31, 26

+54.59K

0.01%

ARKANSAS FINANCIAL GROUP, INC.

151.80K

Mar 31, 26

+693

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

149.60K

Mar 31, 26

-102.64K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

149.32K

Mar 31, 26

-78.77K

0.01%

WESBANCO BANK INC

149.32K

Mar 31, 26

+7.55K

0.01%

Heartwood Wealth Advisors LLC

148.78K

Mar 31, 26

+8.59K

0.01%

Larson Financial Group LLC

148.48K

Mar 31, 26

-37.89K

0.01%

STEPHENS INC /AR/

148.09K

Mar 31, 26

+9.12K

0.01%

Pathway Financial Advisors LLC

147.09K

Mar 31, 26

+4.28K

0.01%

MUSTICO FINANCIAL GROUP, INC.

144.41K

Mar 31, 26

+110.27K

0.01%

Wealthquest Corp

144.35K

Mar 31, 26

+3.92K

0.01%

NICOLET BANKSHARES INC

144.09K

Mar 31, 26

+132.40K

0.01%

BOK Financial Private Wealth, Inc.

143.63K

Mar 31, 26

-2.23K

0.01%

Perkins Coie Trust Co

143.33K

Mar 31, 26

+1.22K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

143.18K

Mar 31, 26

+3.87K

0.01%

Ballast, Inc.

140.97K

Mar 31, 26

+2.95K

0.01%

Fidato Wealth LLC

140.24K

Mar 31, 26

+1.78K

0.01%

GLENMEDE TRUST CO NA

138.42K

Mar 31, 26

-3.12K

0.01%

DT Investment Partners, LLC

138.16K

Mar 31, 26

+6.54K

0.01%

Apella Capital, LLC

137.56K

Mar 31, 26

+2.31K

0.01%

BLAIR WILLIAM & CO/IL

137.34K

Mar 31, 26

+8.56K

0.01%

Ashton Thomas Private Wealth, LLC

136.30K

Mar 31, 26

+5.37K

0.01%

MAI Capital Management

134.10K

Mar 31, 26

+6.57K

0.00%

NORTHERN TRUST CORP

133.78K

Mar 31, 26

-583

0.00%

Fulcrum Capital LLC

132.38K

Mar 31, 26

-3.36K

0.00%

Daner Wealth Management, LLC

131.59K

Mar 31, 26

+98.33K

0.00%

IFC Advisors LLC

131.10K

Mar 31, 26

-575

0.00%

SP Asset Management LLC

130.89K

Mar 31, 26

+3.10K

0.00%

Enclave Advisors LLC

130.53K

Mar 31, 26

+11.40K

0.00%

Marquette Asset Management, LLC

129.45K

Mar 31, 26

+1.01K

0.00%

SRS Capital Advisors, Inc.

128.74K

Mar 31, 26

-50.45K

0.00%

Summit Financial, LLC

127.84K

Mar 31, 26

+14.41K

0.00%

Vestmark Advisory Solutions, Inc.

126.90K

Mar 31, 26

+31.63K

0.00%

Rooted Wealth Advisors, Inc.

125.73K

Mar 31, 26

+89.23K

0.00%

GenTrust, LLC

125.08K

Mar 31, 26

+3.64K

0.00%

SHUFRO ROSE & CO LLC

123.93K

Mar 31, 26

+7.24K

0.00%

Conrad Siegel Investment Advisors, Inc.

122.63K

Mar 31, 26

+3.26K

0.00%

AGF MANAGEMENT LTD

121.88K

Mar 31, 26

-638

0.00%

TL Private Wealth

121.68K

Mar 31, 26

-3.36K

0.00%

American Trust

119.38K

Mar 31, 26

+299

0.00%

Bouchey Financial Group Ltd

118.11K

Mar 31, 26

+1.75K

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

116.33K

Mar 31, 26

+7.26K

0.00%

NFP Retirement, Inc.

116.31K

Mar 31, 26

+7.77K

0.00%

HUNTINGTON NATIONAL BANK

115.31K

Mar 31, 26

+77.14K

0.00%

Prosperity Consulting Group, LLC

114.34K

Mar 31, 26

+2.38K

0.00%

HB Wealth Management, LLC

113.65K

Mar 31, 26

-2.07K

0.00%

Consolidated Portfolio Review Corp

112.40K

Mar 31, 26

0.00%

Blankinship & Foster, LLC

112.12K

Mar 31, 26

+1.72K

0.00%

BROWN ADVISORY INC

109.55K

Mar 31, 26

-1.66K

0.00%

Cranbrook Wealth Management, LLC

108.08K

Mar 31, 26

+316

0.00%

D.A. DAVIDSON & CO.

107.72K

Mar 31, 26

-52

0.00%

WHITTIER TRUST CO

107.48K

Mar 31, 26

+689

0.00%

CARY STREET PARTNERS FINANCIAL LLC

106.43K

Mar 31, 26

+46.50K

0.00%

TD PRIVATE CLIENT WEALTH LLC

105.78K

Mar 31, 26

+8.69K

0.00%

FRANKLIN RESOURCES INC

105.41K

Mar 31, 26

+54.97K

0.00%

SEARCY FINANCIAL SERVICES INC /ADV

101.59K

Mar 31, 26

+2.95K

0.00%

ProVise Management Group, LLC

100.84K

Mar 31, 26

+1.38K

0.00%

BOKF, NA

100.71K

Mar 31, 26

+12.58K

0.00%

Advantage Trust Co

98.81K

Mar 31, 26

-4.71K

0.00%

Integrated Wealth Concepts LLC

98.66K

Mar 31, 26

+22.39K

0.00%

Procyon Advisors, LLC

98.65K

Mar 31, 26

-1.59K

0.00%

WOODMONT INVESTMENT COUNSEL LLC

97.16K

Mar 31, 26

+2.62K

0.00%

Resources Investment Advisors, LLC.

96.34K

Mar 31, 26

+4.46K

0.00%

BCK Partners, Inc.

96.19K

Mar 31, 26

+1.13K

0.00%

Round Rock Advisors, LLC

95.96K

Mar 31, 26

+1.21K

0.00%

Integrated Capital Management, LLC

94.22K

Mar 31, 26

+26.66K

0.00%

Zhang Financial LLC

93.97K

Mar 31, 26

+1.61K

0.00%

ST GERMAIN D J CO INC

92.79K

Mar 31, 26

-848

0.00%

Wolff Financial Management LLC

91.48K

Mar 31, 26

+2.54K

0.00%

Pure Financial Advisors, LLC

90.74K

Mar 31, 26

+42

0.00%

Pacific Center for Financial Services

90.15K

Mar 31, 26

-1.94K

0.00%

Mount Yale Investment Advisors, LLC

89.91K

Mar 31, 26

+5.61K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

89.43K

Mar 31, 26

-11.70K

0.00%

Glenview Trust Co

88.54K

Mar 31, 26

+161

0.00%

Facet Wealth, Inc.

88.47K

Mar 31, 26

+6.85K

0.00%

Cornerstone Advisory, LLC

88.19K

Mar 31, 26

+5.87K

0.00%

Callan Family Office, LLC

87.72K

Mar 31, 26

-969

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

87.15K

Mar 31, 26

-1.41M

0.00%

CWM, LLC

85.39K

Mar 31, 26

+574

0.00%

TECTONIC ADVISORS LLC

84.57K

Mar 31, 26

+1.20K

0.00%

JDM Financial Group LLC

84.54K

Mar 31, 26

+1.64K

0.00%

Mesirow Financial Investment Management, Inc.

84.39K

Mar 31, 26

+9.18K

0.00%

American Financial Advisors, LLC

82.97K

Mar 31, 26

-462

0.00%

Grey Fox Wealth Advisors, LLC

82.27K

Mar 31, 26

+7.37K

0.00%

COMMERCE BANK

80.40K

Mar 31, 26

+31.09K

0.00%

CONDOR CAPITAL MANAGEMENT

80.38K

Mar 31, 26

+260

0.00%

Marietta Wealth Management, LLC

80.14K

Mar 31, 26

+1.39K

0.00%

GeoWealth Management, LLC

80.08K

Mar 31, 26

+1.10K

0.00%

Meridian Wealth Advisors, LLC

78.55K

Mar 31, 26

+16.96K

0.00%

Mason & Associates, LLC

78.21K

Mar 31, 26

+1.45K

0.00%

Gratus Wealth Advisors, LLC

77.42K

Mar 31, 26

+37.55K

0.00%

ARROW FINANCIAL CORP

77.06K

Mar 31, 26

-18.44K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

76.86K

Mar 31, 26

-1.12K

0.00%

Quantinno Capital Management LP

76.56K

Mar 31, 26

+12.04K

0.00%

FIDELIS iM, LLC

75.56K

Mar 31, 26

+2.55K

0.00%

NORTHEAST INVESTMENT MANAGEMENT

75.38K

Mar 31, 26

+2.79K

0.00%

Grant Street Asset Management, Inc.

74.89K

Mar 31, 26

+2.92K

0.00%

Simmons Bank

73.77K

Mar 31, 26

-129

0.00%

WHITTIER TRUST CO OF NEVADA INC

73.75K

Mar 31, 26

+225

0.00%

MONTAG A & ASSOCIATES INC

73.73K

Mar 31, 26

+2.90K

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

73.71K

Mar 31, 26

+6.22K

0.00%

PRUDENT INVESTORS NETWORK, INC.

72.99K

Mar 31, 26

+3.15K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

72.76K

Mar 31, 26

+4.29K

0.00%

Buck Wealth Strategies, LLC

70.75K

Mar 31, 26

+1.86K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

70.55K

Mar 31, 26

-453

0.00%

Twele Capital Management, Inc.

70.30K

Mar 31, 26

+566

0.00%

Jefferies Financial Group Inc.

70.00K

Mar 31, 26

+70.00K

0.00%

SALEM INVESTMENT COUNSELORS INC

69.88K

Mar 31, 26

-192

0.00%

OPPENHEIMER & CO INC

69.83K

Mar 31, 26

+5.30K

0.00%

SAGE RHINO CAPITAL LLC

69.31K

Mar 31, 26

-626

0.00%

Ballentine Partners, LLC

69.30K

Mar 31, 26

+3.95K

0.00%

FIRST HORIZON CORP

68.95K

Mar 31, 26

+53.78K

0.00%

Pensionmark Financial Group, LLC

68.16K

Mar 31, 26

+3.25K

0.00%

BESSEMER GROUP INC

68.13K

Mar 31, 26

-270

0.00%

BENJAMIN EDWARDS INC

67.92K

Mar 31, 26

+1.09K

0.00%

Transamerica Financial Advisors, Inc.

67.44K

Mar 31, 26

-6.53K

0.00%

Veracity Capital LLC

66.55K

Mar 31, 26

-7.77K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

65.87K

Mar 31, 26

+49.13K

0.00%

Visionary Wealth Advisors

65.86K

Mar 31, 26

+87

0.00%

INTRUST BANK NA

65.78K

Mar 31, 26

-1.27K

0.00%

RTD Financial Advisors, Inc.

64.98K

Mar 31, 26

-33

0.00%

BURLING WEALTH PARTNERS, LLC

64.39K

Mar 31, 26

-5.23K

0.00%

Carnegie Capital Asset Management, LLC

64.37K

Mar 31, 26

+12.01K

0.00%

Modera Wealth Management, LLC

64.29K

Mar 31, 26

-4.85K

0.00%

Crestwood Advisors Group LLC

64.19K

Mar 31, 26

+32.86K

0.00%

BERKSHIRE ASSET MANAGEMENT LLC/PA

64.07K

Mar 31, 26

+129

0.00%

Goldstone Financial Group, LLC

64.03K

Mar 31, 26

+8.39K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

63.85K

Mar 31, 26

+540

0.00%

SAGE FINANCIAL GROUP INC

63.83K

Mar 31, 26

+3.14K

0.00%

Independent Advisor Alliance

63.81K

Mar 31, 26

+61.50K

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

63.72K

Mar 31, 26

+2.79K

0.00%

Next Level Wealth Planning, LLC

63.39K

Mar 31, 26

+1.66K

0.00%

Single Point Partners, LLC

63.37K

Mar 31, 26

-263

0.00%

ALLIANCEBERNSTEIN L.P.

63.07K

Mar 31, 26

+1.65K

0.00%

AdvisorNet Financial, Inc

62.76K

Mar 31, 26

+3.28K

0.00%

Concurrent Investment Advisors, LLC

62.39K

Mar 31, 26

+1.34K

0.00%

CHOREO, LLC

62.05K

Mar 31, 26

+1.24K

0.00%

Sandy Cove Advisors, LLC

61.46K

Mar 31, 26

-9

0.00%

AJ Advisors, LLC

61.32K

Mar 31, 26

+2.14K

0.00%

RFG HOLDINGS, INC.

60.99K

Mar 31, 26

+28.47K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

60.28K

Mar 31, 26

-3.14K

0.00%

Tribridge Partners Financial LLC

60.19K

Mar 31, 26

+2.13K

0.00%

Aspire Capital Advisors LLC

60.12K

Mar 31, 26

+23.36K

0.00%

HARBOUR INVESTMENTS, INC.

59.96K

Mar 31, 26

+20.18K

0.00%

HILLMAN CO

59.73K

Mar 31, 26

0.00%

Caprock Group, LLC

59.51K

Mar 31, 26

+1.36K

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

59.39K

Mar 31, 26

+2.97K

0.00%

Wedmont Private Capital

59.12K

Mar 31, 26

+3.98K

0.00%

Praetorian Wealth Management, Inc.

58.44K

Mar 31, 26

+573

0.00%

HERITAGE INVESTORS MANAGEMENT CORP

58.33K

Mar 31, 26

-1.75K

0.00%

McIlrath & Eck, LLC

58.17K

Mar 31, 26

-29.46K

0.00%

Crane Advisory, LLC

58.10K

Mar 31, 26

-238

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

58.01K

Mar 31, 26

+100

0.00%

Investments & Financial Planning, LLC

57.87K

Mar 31, 26

+581

0.00%

Asset Management Group, Inc.

57.54K

Mar 31, 26

+6.36K

0.00%

DORVAL Corp

57.49K

Mar 31, 26

+651

0.00%

Sylvest Advisors, LLC

57.24K

Mar 31, 26

+703

0.00%

Riverview Capital Advisers, LLC

57.03K

Mar 31, 26

+2.39K

0.00%

Sierra Capital LLC

57.02K

Mar 31, 26

-633

0.00%

CAHILL FINANCIAL ADVISORS INC

56.64K

Mar 31, 26

+2.65K

0.00%

EnRich Financial Partners LLC

56.37K

Mar 31, 26

+1.45K

0.00%

Field & Main Bank

55.82K

Mar 31, 26

+3.32K

0.00%

Argent Trust Co

55.79K

Mar 31, 26

+20.87K

0.00%

Towerpoint Wealth, LLC

55.78K

Mar 31, 26

+640

0.00%

Parallel Advisors, LLC

55.43K

Mar 31, 26

+325

0.00%

FIDUCIENT ADVISORS LLC

55.29K

Mar 31, 26

+1.70K

0.00%

James J. Burns & Company, LLC

55.01K

Mar 31, 26

+2.22K

0.00%

Wealthcare Advisory Partners LLC

54.51K

Mar 31, 26

+384

0.00%

Brand Asset Management Group, Inc.

54.11K

Mar 31, 26

+177

0.00%

Smith & Howard Wealth Management, LLC

53.97K

Mar 31, 26

+4.82K

0.00%

AQR CAPITAL MANAGEMENT LLC

53.93K

Mar 31, 26

+6.59K

0.00%

Core Wealth Advisors, Inc.

53.86K

Mar 31, 26

+1.28K

0.00%

Financial Engines Advisors L.L.C.

53.73K

Mar 31, 26

-1.79K

0.00%

TriaGen Wealth Management LLC

53.65K

Mar 31, 26

+768

0.00%

New Insight Wealth Advisors

53.14K

Mar 31, 26

-626

0.00%

Prospera Financial Services Inc

53.05K

Mar 31, 26

+323

0.00%

jvl associates llc

52.97K

Mar 31, 26

-500

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

52.91K

Mar 31, 26

-115

0.00%

ALLEN WEALTH MANAGEMENT, LLC

52.32K

Mar 31, 26

+7.68K

0.00%

AlphaCore Capital LLC

52.30K

Mar 31, 26

-6.42K

0.00%

James Reed Financial Services, Inc.

52.18K

Mar 31, 26

-1.99K

0.00%

Scott Capital Advisors, LLC

51.98K

Mar 31, 26

+298

0.00%

PRINCIPAL SECURITIES, INC.

51.94K

Mar 31, 26

+7.68K

0.00%

ROOF EIDAM & MAYCOCK/ADV

51.82K

Mar 31, 26

+2.26K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

51.78K

Mar 31, 26

+3.82K

0.00%

Jackson, Grant Investment Advisers, Inc.

51.66K

Mar 31, 26

+656

0.00%

BCM ADVISORS, LLC

51.53K

Mar 31, 26

+39.19K

0.00%

Stratos Wealth Advisors, LLC

51.52K

Mar 31, 26

-24.47K

0.00%

Fee-Only Financial Planning, L.C.

50.45K

Mar 31, 26

-212

0.00%

Ameritas Advisory Services, LLC

50.41K

Mar 31, 26

+9.14K

0.00%

Tarbox Family Office, Inc.

50.25K

Mar 31, 26

-2.93K

0.00%

JNBA Financial Advisors

49.98K

Mar 31, 26

-393

0.00%

Fortis Group Advisors, LLC

49.91K

Mar 31, 26

+41.63K

0.00%

Belpointe Asset Management LLC

49.90K

Mar 31, 26

+2.39K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

49.41K

Mar 31, 26

+1.26K

0.00%

Advisory Services Network, LLC

49.41K

Mar 31, 26

+9.98K

0.00%

Avion Wealth

49.23K

Mar 31, 26

+4.38K

0.00%

Fidelis Capital Partners, LLC

49.15K

Mar 31, 26

-1.43K

0.00%

Freedom Financial Partners LLC

49.02K

Mar 31, 26

+2.00K

0.00%

STALEY CAPITAL ADVISERS INC

48.97K

Mar 31, 26

+504

0.00%

CoreCap Advisors, LLC

48.87K

Mar 31, 26

+4.21K

0.00%

SOL Capital Management CO

48.80K

Mar 31, 26

-44.60K

0.00%

Whelan Financial

48.65K

Mar 31, 26

+2.07K

0.00%

Somnio Financial Group, LLC

48.48K

Mar 31, 26

+1.13K

0.00%

Financial Futures Ltd Liability Co.

48.39K

Mar 31, 26

+3.28K

0.00%

FIRST NATIONAL BANK SIOUX FALLS

48.16K

Mar 31, 26

+2.34K

0.00%

Aries Wealth Management

47.85K

Mar 31, 26

+3.36K

0.00%

ForthRight Wealth Management, LLC

47.45K

Mar 31, 26

+374

0.00%

Patriot Financial Group Insurance Agency, LLC

47.36K

Mar 31, 26

+23.71K

0.00%

Avidian Wealth Solutions, LLC

47.15K

Mar 31, 26

-773

0.00%

Fortis Capital Advisors, LLC

46.92K

Mar 31, 26

+2.37K

0.00%

PINNACLE ASSOCIATES LTD

46.88K

Mar 31, 26

+17

0.00%

Roundview Capital LLC

46.79K

Mar 31, 26

+1.52K

0.00%

Fortitude Family Office, LLC

46.28K

Mar 31, 26

+4.52K

0.00%

Sovran Advisors, LLC

46.07K

Mar 31, 26

+35.93K

0.00%

Acropolis Investment Management, LLC

46.05K

Mar 31, 26

-197

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

46.05K

Mar 31, 26

-9.04K

0.00%

Wheelhouse Advisory Group LLC

46.00K

Mar 31, 26

+1.23K

0.00%

CPA Asset Management LLC

45.85K

Mar 31, 26

+8.77K

0.00%

Gibraltar Capital Management, Inc.

45.66K

Mar 31, 26

+2.90K

0.00%

Forum Private Client Group LLC

45.62K

Mar 31, 26

+4.64K

0.00%

Zuckerman Investment Group, LLC

45.29K

Mar 31, 26

+2.68K

0.00%

EP Wealth Advisors, LLC

45.21K

Mar 31, 26

+7.05K

0.00%

CENTRAL VALLEY ADVISORS, LLC

44.95K

Mar 31, 26

+44.24K

0.00%

Advyzon Investment Management, LLC

44.84K

Mar 31, 26

-19

0.00%

MEMBERS WEALTH LLC

44.71K

Mar 31, 26

+35.55K

0.00%

TCG Advisory Services, LLC

44.13K

Mar 31, 26

-4.47K

0.00%

Ironsides Asset Advisors, LLC

43.92K

Mar 31, 26

+794

0.00%

Texas Yale Capital Corp.

43.42K

Mar 31, 26

+157

0.00%

Black Diamond Financial, LLC

43.15K

Mar 31, 26

+37

0.00%

FORVIS Wealth Advisors, LLC

43.11K

Mar 31, 26

-1.33K

0.00%

Rossmore Private Capital

42.82K

Mar 31, 26

-827

0.00%

MANNING & NAPIER ADVISORS LLC

42.76K

Mar 31, 26

+5.85K

0.00%

LBMC INVESTMENT ADVISORS, LLC

42.74K

Mar 31, 26

-1.62K

0.00%

Eagle Strategies LLC

42.65K

Mar 31, 26

+29.58K

0.00%

Beirne Wealth Consulting Services, LLC

42.28K

Mar 31, 26

+6.85K

0.00%

Kingsview Wealth Management, LLC

42.25K

Mar 31, 26

-152

0.00%

Texas Capital Bank Wealth Management Services Inc

42.18K

Mar 31, 26

+5.76K

0.00%

Ancora Advisors, LLC

42.01K

Mar 31, 26

+127

0.00%

GILL CAPITAL PARTNERS, LLC

41.90K

Mar 31, 26

+1.76K

0.00%

4Thought Financial Group Inc.

41.68K

Mar 31, 26

-400

0.00%

VestGen Advisors, LLC

41.58K

Mar 31, 26

+32.76K

0.00%

VSM Wealth Advisory, LLC

41.27K

Mar 31, 26

+107

0.00%

Gateway Wealth Partners, LLC

41.27K

Mar 31, 26

+40.03K

0.00%

COZAD ASSET MANAGEMENT INC

41.22K

Mar 31, 26

+164

0.00%

BTG Pactual Asset Management US LLC

40.93K

Mar 31, 26

-4.54K

0.00%

Arkadios Wealth Advisors

40.69K

Mar 31, 26

+1.65K

0.00%

Noble Family Wealth, LLC

40.65K

Mar 31, 26

+168

0.00%

BAILARD, INC.

39.87K

Mar 31, 26

-173

0.00%

Capital Planning LLC

39.86K

Mar 31, 26

+5.60K

0.00%

RMG Wealth Management LLC

39.80K

Mar 31, 26

+33.14K

0.00%

Arkos Global Advisors

39.71K

Mar 31, 26

-303

0.00%

Milestone Investment Advisors LLC

39.50K

Mar 31, 26

+5.25K

0.00%

Savant Capital, LLC

39.43K

Mar 31, 26

+723

0.00%

Alliance Wealth Advisors, LLC

39.35K

Mar 31, 26

+4.47K

0.00%

PETREDIS INVESTMENT ADVISORS LLC

39.27K

Mar 31, 26

+62

0.00%

MGO ONE SEVEN LLC

39.12K

Mar 31, 26

+3.05K

0.00%

May Barnhard Investments LLC

39.09K

Mar 31, 26

+1.70K

0.00%

Vanguard National Trust Co

38.97K

Mar 31, 26

+38.97K

0.00%

First Bancorp, Inc /ME/

38.97K

Mar 31, 26

+815

0.00%

Horizons Wealth Management

38.72K

Mar 31, 26

+274

0.00%

Stratos Wealth Partners, LTD.

38.67K

Mar 31, 26

-606

0.00%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

38.51K

Mar 31, 26

+1.19K

0.00%

Ruggaard & Associates LLC

38.40K

Mar 31, 26

-185

0.00%

Bank of New Hampshire

38.27K

Mar 31, 26

-375

0.00%

Whitegate Investment Counselors, Inc.

37.72K

Mar 31, 26

-6

0.00%

ANDERSON HOAGLAND & CO

37.55K

Mar 31, 26

-1.54K

0.00%

David Kennon Inc

37.54K

Mar 31, 26

+572

0.00%

Addis & Hill, Inc

37.52K

Mar 31, 26

+746

0.00%

TITLEIST ASSET MANAGEMENT, LLC

36.89K

Mar 31, 26

+1.55K

0.00%

Greenbush Financial Group, LLC

36.78K

Mar 31, 26

+1.84K

0.00%

Cedar Point Capital Partners, LLC

36.70K

Mar 31, 26

+36.70K

0.00%

Advisor OS, LLC

36.37K

Mar 31, 26

+5.76K

0.00%

DRIVE WEALTH MANAGEMENT, LLC

36.32K

Mar 31, 26

+1.27K

0.00%

F/M Investments LLC

36.26K

Mar 31, 26

-6.71K

0.00%

Valmark Advisers, Inc.

36.05K

Mar 31, 26

+964

0.00%

Red Wave Investments LLC

35.84K

Mar 31, 26

-2.02K

0.00%

Ethos Financial Group, LLC

35.58K

Mar 31, 26

+3.77K

0.00%

SFM, LLC

35.57K

Mar 31, 26

+1.85K

0.00%

Uptown Financial Advisors LLC

35.45K

Mar 31, 26

+3.54K

0.00%

JOHNSON INVESTMENT COUNSEL INC

35.44K

Mar 31, 26

+4.67K

0.00%

Legend Financial Advisors, Inc.

35.35K

Mar 31, 26

+5.82K

0.00%

BEAM WEALTH ADVISORS, INC.

35.26K

Mar 31, 26

+2.18K

0.00%

Financial Management Professionals, Inc.

35.08K

Mar 31, 26

+1.41K

0.00%

O'Connor Financial Group LLC

34.86K

Mar 31, 26

+47

0.00%

CONSILIO WEALTH ADVISORS, LLC

34.85K

Mar 31, 26

-1.56K

0.00%

CANANDAIGUA NATIONAL CORP

34.36K

Mar 31, 26

+34.36K

0.00%

Prosperitas Financial LLC

34.35K

Mar 31, 26

+261

0.00%

DAYMARK WEALTH PARTNERS, LLC

34.05K

Mar 31, 26

+101

0.00%

McClarren Financial Advisors, Inc.

33.77K

Mar 31, 26

-5.78K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

33.74K

Mar 31, 26

+2.11K

0.00%

FIRST UNITED BANK & TRUST

33.74K

Mar 31, 26

+9.65K

0.00%

Fort Point Capital Partners LLC

33.66K

Mar 31, 26

-3.65K

0.00%

TrueWealth Financial Partners

33.60K

Mar 31, 26

+33.60K

0.00%

MJP ASSOCIATES INC /ADV

33.58K

Mar 31, 26

+3.11K

0.00%

Mutual Advisors, LLC

33.49K

Mar 31, 26

+9.07K

0.00%

Gemmer Asset Management LLC

33.42K

Mar 31, 26

-950

0.00%

Dakota Wealth Management

33.27K

Mar 31, 26

-117

0.00%

TD Capital Management LLC

33.23K

Mar 31, 26

-113

0.00%

Houlihan Financial Resource Group, Ltd.

33.13K

Mar 31, 26

+174

0.00%

RMB Capital Management, LLC

32.87K

Mar 31, 26

-355

0.00%

LOWE BROCKENBROUGH & CO INC

32.82K

Mar 31, 26

-2.69K

0.00%

GFS Advisors, LLC

32.77K

Mar 31, 26

-170

0.00%

HOWE & RUSLING INC

32.72K

Mar 31, 26

+1.26K

0.00%

Cornerstone Financial Group, LLC /NE/

32.66K

Mar 31, 26

+24.79K

0.00%

Valeo Financial Advisors, LLC

32.59K

Mar 31, 26

+1.29K

0.00%

PARK AVENUE SECURITIES LLC

32.44K

Mar 31, 26

+2.44K

0.00%

Summit Trail Advisors, LLC

32.27K

Mar 31, 26

+30.47K

0.00%

CRA Financial Services, LLC

32.27K

Mar 31, 26

-1.74K

0.00%

STAR Financial Bank

32.25K

Mar 31, 26

+17.67K

0.00%

ZRC WEALTH MANAGEMENT, LLC

32.24K

Mar 31, 26

-204

0.00%

FIRST NATIONAL BANK OF OMAHA

32.19K

Mar 31, 26

+2.24K

0.00%

Manchester Capital Management LLC

31.99K

Mar 31, 26

-1.31K

0.00%

Chesley Taft & Associates LLC

31.97K

Mar 31, 26

+780

0.00%

Operose Advisors LLC

31.84K

Mar 31, 26

-4.55K

0.00%

WARNER FINANCIAL, INC

31.65K

Mar 31, 26

+207

0.00%

XML Financial, LLC

31.20K

Mar 31, 26

+2.54K

0.00%

1900 WEALTH MANAGEMENT LLC

31.02K

Mar 31, 26

+2.12K

0.00%

KFA Private Wealth Group, LLC

31.00K

Mar 31, 26

-433

0.00%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

30.91K

Mar 31, 26

-435

0.00%

SAPIENT CAPITAL LLC

30.52K

Mar 31, 26

+5.36K

0.00%

KEYVANTAGE WEALTH, LLC

30.43K

Mar 31, 26

+222

0.00%

EVERMAY WEALTH MANAGEMENT LLC

30.41K

Mar 31, 26

-1.19K

0.00%

Principle Wealth Partners LLC

30.26K

Mar 31, 26

-1.12K

0.00%

McNaughton Wealth Management, LLC

30.20K

Mar 31, 26

-635

0.00%

OneAscent Financial Services LLC

30.12K

Mar 31, 26

+4.83K

0.00%

Sowell Financial Services LLC

29.83K

Mar 31, 26

+451

0.00%

Sagace Wealth Management LLC

29.81K

Mar 31, 26

-60

0.00%

Gladstone Institutional Advisory LLC

29.71K

Mar 31, 26

+789

0.00%

BRADLEY FOSTER & SARGENT INC/CT

29.56K

Mar 31, 26

+646

0.00%

Bridgewealth Advisory Group, LLC

29.52K

Mar 31, 26

+2.58K

0.00%

FIDUCIARY ADVISORS, INC.

29.46K

Mar 31, 26

+840

0.00%

Gotham Asset Management, LLC

29.43K

Mar 31, 26

+9.29K

0.00%

RENAISSANCE TECHNOLOGIES LLC

29.40K

Mar 31, 26

+24.32K

0.00%

NorthRock Partners, LLC

29.37K

Mar 31, 26

+19.07K

0.00%

Accredited Investors Inc.

29.31K

Mar 31, 26

+92

0.00%

Private Wealth Asset Management, LLC

29.13K

Mar 31, 26

-1.07K

0.00%

Destiny Wealth Partners, LLC

29.04K

Mar 31, 26

+16.58K

0.00%

HEADINVEST, LLC

28.79K

Mar 31, 26

+377

0.00%

UNITED BANK

28.78K

Mar 31, 26

-495

0.00%

Sigma Planning Corp

28.77K

Mar 31, 26

+1.57K

0.00%

Horizon Family Wealth, Inc.

28.67K

Mar 31, 26

-1.20K

0.00%

Envision Financial LLC

28.66K

Mar 31, 26

+269

0.00%

Miracle Mile Advisors, LLC

28.66K

Mar 31, 26

+4.64K

0.00%

Baltimore-Washington Financial Advisors, Inc.

28.64K

Mar 31, 26

-894

0.00%

PRIVATE CLIENT SERVICES, LLC

28.64K

Mar 31, 26

+1.03K

0.00%

Essex Financial Services, Inc.

28.46K

Mar 31, 26

-166

0.00%

Capital Investment Advisory Services, LLC

28.38K

Mar 31, 26

-4.84K

0.00%

Fonville Wealth Management LLC

28.37K

Mar 31, 26

-70

0.00%

Verus Financial Partners, Inc.

28.21K

Mar 31, 26

-512

0.00%

CITIGROUP INC

28.15K

Mar 31, 26

-1.23M

0.00%

Bridgewater Advisors Inc.

28.14K

Mar 31, 26

+20.06K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

27.82K

Mar 31, 26

+3.81K

0.00%

Ellevest, Inc.

27.81K

Mar 31, 26

+641

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

27.72K

Mar 31, 26

-4.75K

0.00%

Trinity Financial Advisors LLC

27.71K

Mar 31, 26

-1.79K

0.00%

Creekside Partners

27.69K

Mar 31, 26

+740

0.00%

Bennett Associates Wealth Management

27.60K

Mar 31, 26

+1.92K

0.00%

First PREMIER Bank

27.25K

Mar 31, 26

+396

0.00%

Holistic Planning, LLC

26.81K

Mar 31, 26

+1.45K

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

26.70K

Mar 31, 26

-4.53K

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

26.55K

Mar 31, 26

-520

0.00%

Family Investment Center, Inc.

26.24K

Mar 31, 26

-1.10K

0.00%

WASHINGTON TRUST Co

25.93K

Mar 31, 26

-133

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

25.83K

Mar 31, 26

+1.42K

0.00%

Kagan Cocozza Asset Management

25.73K

Mar 31, 26

+303

0.00%

Evelyn Partners Asset Management Ltd

25.66K

Mar 31, 26

+4.27K

0.00%

WASHINGTON TRUST BANK

25.64K

Mar 31, 26

+16.42K

0.00%

Summit Financial Wealth Advisors, LLC

25.54K

Mar 31, 26

+450

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

25.54K

Mar 31, 26

-758

0.00%

Prime Capital Investment Advisors, LLC

25.47K

Mar 31, 26

-313

0.00%

Adviser Investments LLC

25.43K

Mar 31, 26

+784

0.00%

Johnson Bixby & Associates, LLC

25.35K

Mar 31, 26

+938

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

25.35K

Mar 31, 26

+215

0.00%

Francis Financial, Inc.

25.32K

Mar 31, 26

-982

0.00%

NWAM LLC

25.29K

Mar 31, 26

-269

0.00%

ARCADIA INVESTMENT ADVISORS LLC

25.16K

Mar 31, 26

-11

0.00%

TruWealth Advisors, LLC

24.99K

Mar 31, 26

-594

0.00%

Gilman Hill Asset Management, LLC

24.98K

Mar 31, 26

+1.93K

0.00%

Ausdal Financial Partners, Inc.

24.95K

Mar 31, 26

+1.15K

0.00%

IFS Advisors, LLC

24.95K

Mar 31, 26

+1.13K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

24.93K

Mar 31, 26

-16.04K

0.00%

HARBOR ADVISORY CORP /MA/

24.92K

Mar 31, 26

-10.22K

0.00%

Cornerstone Management, Inc.

24.89K

Mar 31, 26

+5.22K

0.00%

NORTHCAPE WEALTH MANAGEMENT, LLC

24.85K

Mar 31, 26

-215

0.00%

QUEST INVESTMENT MANAGEMENT LLC

24.82K

Mar 31, 26

+747

0.00%

Grove Bank & Trust

24.51K

Mar 31, 26

-5.63K

0.00%

M&T BANK CORP

24.18K

Mar 31, 26

-5.12K

0.00%

Walkner Condon Financial Advisors LLC

23.91K

Mar 31, 26

-306

0.00%

Strategic Investment Advisors / MI

23.89K

Mar 31, 26

-3.20K

0.00%

CULBERTSON A N & CO INC

23.73K

Mar 31, 26

+332

0.00%

Cascade Financial Partners, LLC

23.70K

Mar 31, 26

+399

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

23.41K

Mar 31, 26

+1.63K

0.00%

Blackston Financial Advisory Group, LLC

23.33K

Mar 31, 26

+41

0.00%

M Holdings Securities, Inc.

23.31K

Mar 31, 26

+23.31K

0.00%

Dynamic Advisor Solutions LLC

23.16K

Mar 31, 26

+1.54K

0.00%

Hexagon Capital Partners LLC

22.74K

Mar 31, 26

+11.38K

0.00%

Nikulski Financial, Inc.

22.73K

Mar 31, 26

-931

0.00%

MBL Wealth, LLC

22.65K

Mar 31, 26

+181

0.00%

BBR PARTNERS, LLC

22.64K

Mar 31, 26

-407

0.00%

Coastal Bridge Advisors, LLC

22.61K

Mar 31, 26

+1.55K

0.00%

Cypress Wealth Services, LLC

22.61K

Mar 31, 26

-486

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

22.61K

Mar 31, 26

-5.17K

0.00%

Continuum Advisory, LLC

22.52K

Mar 31, 26

+419

0.00%

Peak Retirement Planning, Inc.

22.51K

Mar 31, 26

+17.10K

0.00%

FIFTH THIRD SECURITIES, INC.

22.49K

Mar 31, 26

+206

0.00%

Hidden Cove Wealth Management, LLC

22.40K

Mar 31, 26

+11.55K

0.00%

McAdam, LLC

22.33K

Mar 31, 26

+1.37K

0.00%

Farrell Financial LLC

22.31K

Mar 31, 26

-885

0.00%

Cascades Capital Asset Management, LLC

22.17K

Mar 31, 26

+2.26K

0.00%

Fiduciary Wealth Partners, LLC

22.05K

Mar 31, 26

-28.65K

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

21.91K

Mar 31, 26

-1.17K

0.00%

Maia Wealth LLC

21.81K

Mar 31, 26

+5.81K

0.00%

S.A. Mason LLC

21.69K

Mar 31, 26

+1.54K

0.00%

Motley Fool Wealth Management, LLC

21.59K

Mar 31, 26

-934

0.00%

Latko Wealth Management, Ltd.

21.45K

Mar 31, 26

+70

0.00%

Perigon Wealth Management, LLC

21.42K

Mar 31, 26

+45

0.00%

STEPH & CO

21.21K

Mar 31, 26

-3.41K

0.00%

Mason & Associates Inc

21.04K

Mar 31, 26

+1.15K

0.00%

Spectrum Investment Advisors, Inc.

21.02K

Mar 31, 26

+882

0.00%

Federation des caisses Desjardins du Quebec

21.00K

Mar 31, 26

+4.72K

0.00%

Holos Integrated Wealth LLC

20.93K

Mar 31, 26

-1.35K

0.00%

Mystic Asset Management, Inc.

20.83K

Mar 31, 26

-416

0.00%

VANGUARD ADVISERS INC

20.82K

Mar 31, 26

+20.82K

0.00%

BRIGHTON SECURITIES CORP.

20.66K

Mar 31, 26

+4.96K

0.00%

Capital Advantage, Inc.

20.60K

Mar 31, 26

+1.50K

0.00%

Calamos Advisors LLC

20.47K

Mar 31, 26

+20.47K

0.00%

Calamos Wealth Management LLC

20.47K

Mar 31, 26

+277

0.00%

Accelerate Investment Advisors LLC

20.43K

Mar 31, 26

-142

0.00%

Retirement Planning Group

20.41K

Mar 31, 26

+1.66K

0.00%

FIRST FINANCIAL CORP /IN/

20.38K

Mar 31, 26

+838

0.00%

HANCOCK WHITNEY CORP

20.34K

Mar 31, 26

+16.84K

0.00%

SCOTIA CAPITAL INC.

20.31K

Mar 31, 26

-1.47K

0.00%

One Capital Management, LLC

20.29K

Mar 31, 26

-394

0.00%

AMARA FINANCIAL, LLC.

20.28K

Mar 31, 26

-662

0.00%

RFG Advisory, LLC

20.18K

Mar 31, 26

+4.37K

0.00%

RKL Wealth Management LLC

20.17K

Mar 31, 26

+64

0.00%

Integrated Advisors Network LLC

20.14K

Mar 31, 26

-4.03K

0.00%

SCS Capital Management LLC

20.09K

Mar 31, 26

-86

0.00%

Kendall Capital Management

20.05K

Mar 31, 26

+13

0.00%

BEARING POINT CAPITAL, LLC

20.04K

Mar 31, 26

-374

0.00%

Capital Management Associates, Inc

19.77K

Mar 31, 26

-1.48K

0.00%

Colorado Capital Management, Inc.

19.71K

Mar 31, 26

+490

0.00%

Brio Consultants, LLC

19.69K

Mar 31, 26

+13.92K

0.00%

Great Lakes Retirement, Inc.

19.68K

Mar 31, 26

+1.61K

0.00%

MATHER GROUP, LLC.

19.66K

Mar 31, 26

+1.92K

0.00%

BROWN BROTHERS HARRIMAN & CO

19.42K

Mar 31, 26

-1.46K

0.00%

Pinnacle Wealth Management Group, Inc.

19.42K

Mar 31, 26

+511

0.00%

BKM Wealth Management, LLC

19.37K

Mar 31, 26

+277

0.00%

MERIDIAN MANAGEMENT CO

19.37K

Mar 31, 26

-41

0.00%

Smartleaf Asset Management LLC

19.37K

Mar 31, 26

+4.46K

0.00%

Narus Financial Partners, LLC

19.35K

Mar 31, 26

+322

0.00%

FF Advisors,LLC

19.30K

Mar 31, 26

+14.01K

0.00%

Pinnacle Financial Group, LLC / IL

19.30K

Mar 31, 26

+1.32K

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

19.07K

Mar 31, 26

+415

0.00%

FIRST MERCHANTS CORP

18.96K

Mar 31, 26

-154

0.00%

TOWER BRIDGE ADVISORS

18.93K

Mar 31, 26

+18.93K

0.00%

Koshinski Asset Management, Inc.

18.88K

Mar 31, 26

+2.80K

0.00%

Orin Green Financial, LLC

18.80K

Mar 31, 26

+108

0.00%

CITY HOLDING CO

18.73K

Mar 31, 26

+883

0.00%

Weil Company, Inc.

18.68K

Mar 31, 26

+1.53K

0.00%

May Hill Capital, LLC

18.67K

Mar 31, 26

-1.09K

0.00%

Gleason Group, Inc.

18.62K

Mar 31, 26

+18

0.00%

MARQUETTE ASSOCIATES, INC.

18.54K

Mar 31, 26

+56

0.00%

Petros Family Wealth, LLC

18.46K

Mar 31, 26

+1.56K

0.00%

ADVOCATE GROUP LLC

18.46K

Mar 31, 26

+1.68K

0.00%

Frisch Financial Group, Inc.

18.43K

Mar 31, 26

-18.04K

0.00%

Five Pine Wealth Management

18.40K

Mar 31, 26

+31

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

18.31K

Mar 31, 26

+12

0.00%

Toroso Investments, LLC

18.23K

Mar 31, 26

+3.76K

0.00%

SouthState Corp

18.21K

Mar 31, 26

+1.15K

0.00%

Keystone Financial Group

18.13K

Mar 31, 26

+15

0.00%

Legacy Financial Group LLC

18.13K

Mar 31, 26

-21

0.00%

Rialto Wealth Management, LLC

17.95K

Mar 31, 26

-2.43K

0.00%

GENESIS PRIVATE WEALTH, LLC

17.93K

Mar 31, 26

+222

0.00%

Berkeley Capital Partners, LLC

17.87K

Mar 31, 26

+481

0.00%

SMITH, MOORE & CO.

17.86K

Mar 31, 26

-1

0.00%

Bernardo Wealth Planning LLC

17.84K

Mar 31, 26

+710

0.00%

Americana Partners, LLC

17.80K

Mar 31, 26

+997

0.00%

Verdence Capital Advisors LLC

17.78K

Mar 31, 26

+1.03K

0.00%

White Lighthouse Investment Management Inc.

17.76K

Mar 31, 26

+707

0.00%

Regal Investment Advisors LLC

17.58K

Mar 31, 26

-259

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

17.53K

Mar 31, 26

+214

0.00%

Focus Financial Network, Inc.

17.52K

Mar 31, 26

+2.66K

0.00%

AE Wealth Management LLC

17.45K

Mar 31, 26

-893

0.00%

King Wealth

17.43K

Mar 31, 26

-516

0.00%

TPG Financial Advisors, LLC

17.40K

Mar 31, 26

+1.38K

0.00%

Advisors Capital Management, LLC

17.40K

Mar 31, 26

-581

0.00%

Veridan Wealth LLC

17.37K

Mar 31, 26

+271

0.00%

WEALTHSPAN PARTNERS, LLC

17.36K

Mar 31, 26

+78

0.00%

Fiduciary Alliance LLC

17.18K

Mar 31, 26

+631

0.00%

MFA WEALTH ADVISORS, LLC

17.12K

Mar 31, 26

+1.14K

0.00%

Marathon Strategic Advisors, LLC

17.09K

Mar 31, 26

-21

0.00%

Vise Technologies, Inc.

17.07K

Mar 31, 26

0.00%

Benchmark Financial Wealth Advisors, LLC

16.92K

Mar 31, 26

-349

0.00%

Vickerman Investment Advisors, Inc.

16.91K

Mar 31, 26

-185

0.00%

Qube Research & Technologies Ltd

16.86K

Mar 31, 26

+11.94K

0.00%

WP Advisors, LLC

16.84K

Mar 31, 26

-91

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

16.81K

Mar 31, 26

+2.36K

0.00%

Rockingstone Advisors LLC

16.69K

Mar 31, 26

-10

0.00%

RITHOLTZ WEALTH MANAGEMENT

16.67K

Mar 31, 26

+10.74K

0.00%

Secure Asset Management, LLC

16.56K

Mar 31, 26

+10.28K

0.00%

CLUNE & ASSOCIATES, LTD.

16.50K

Mar 31, 26

-6.61K

0.00%

Hofer & Associates. Inc

16.44K

Mar 31, 26

+388

0.00%

Aptus Capital Advisors, LLC

16.39K

Mar 31, 26

+997

0.00%

Mokosak Advisory Group, LLC

16.39K

Mar 31, 26

+432

0.00%

Mittelman Wealth Management

16.36K

Mar 31, 26

+1.03K

0.00%

Boston Trust Walden Corp

16.25K

Mar 31, 26

-315

0.00%

Meridian Financial, LLC

16.07K

Mar 31, 26

-467

0.00%

Kraft, Davis & Associates, LLC

16.02K

Mar 31, 26

+16.02K

0.00%

CAP Partners, LLC

16.02K

Mar 31, 26

+801

0.00%

PAX Financial Group, LLC

16.02K

Mar 31, 26

-1.93K

0.00%

Brookstone Capital Management

15.96K

Mar 31, 26

+1.01K

0.00%

WEST BANCORPORATION INC

15.96K

Mar 31, 26

+3.56K

0.00%

CreativeOne Wealth, LLC

15.79K

Mar 31, 26

+5.52K

0.00%

Alpine Bank Wealth Management

15.76K

Mar 31, 26

-574

0.00%

Pinnacle Wealth Management Advisory Group, LLC

15.72K

Mar 31, 26

+533

0.00%

Sage Mountain Advisors LLC

15.70K

Mar 31, 26

-7.19K

0.00%

Evercore Wealth Management, LLC

15.46K

Mar 31, 26

+1.89K

0.00%

Ascent Group, LLC

15.34K

Mar 31, 26

-316

0.00%

Wescott Financial Advisory Group, LLC

15.33K

Mar 31, 26

-1.47K

0.00%

MY Wealth Management Inc.

15.32K

Mar 31, 26

+1.00K

0.00%

Wilson & Boucher Capital Management, LLC

15.30K

Mar 31, 26

-175

0.00%

SHEETS SMITH WEALTH MANAGEMENT

15.26K

Mar 31, 26

+503

0.00%

Vista Cima Wealth Management LLC

15.15K

Mar 31, 26

-4.56K

0.00%

Cornerstone Wealth Management, LLC

15.14K

Mar 31, 26

+471

0.00%

Badgley Phelps Wealth Managers, LLC

15.11K

Mar 31, 26

+97

0.00%

LongView Wealth Management

15.06K

Mar 31, 26

-598

0.00%

Pine Valley Investments Ltd Liability Co

15.04K

Mar 31, 26

-135

0.00%

LexAurum Advisors, LLC

15.02K

Mar 31, 26

+15.02K

0.00%

RETIREMENT GUYS FORMULA LLC

14.96K

Mar 31, 26

+553

0.00%

Krilogy Financial LLC

14.96K

Mar 31, 26

-258

0.00%

Drucker Wealth 3.0, LLC

14.93K

Mar 31, 26

+104

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

14.90K

Mar 31, 26

-552

0.00%

Marshall & Sterling Wealth Advisors Inc.

14.87K

Mar 31, 26

+980

0.00%

Fjell Capital, LLC

14.85K

Mar 31, 26

+260

0.00%

ALESCO ADVISORS LLC

14.74K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

14.71K

Mar 31, 26

-84

0.00%

Family Legacy, Inc.

14.70K

Mar 31, 26

-2.56K

0.00%

Innovative Wealth Building LLC

14.69K

Mar 31, 26

+698

0.00%

Ameraudi Asset Management, Inc.

14.65K

Mar 31, 26

-3.76K

0.00%

Newman Dignan & Sheerar, Inc.

14.60K

Mar 31, 26

-689

0.00%

FINANCIAL ADVISORY PARTNERS, LLC

14.58K

Mar 31, 26

+1.10K

0.00%

Capital Analysts, LLC

14.57K

Mar 31, 26

+9.86K

0.00%

Roger Wittlin Investment Advisory, LLC

14.54K

Mar 31, 26

-1.57K

0.00%

D.B. Root & Company, LLC

14.49K

Mar 31, 26

-932

0.00%

FinDec Wealth Services, Inc.

14.48K

Mar 31, 26

-1.88K

0.00%

Fogel Capital Management, Inc.

14.47K

Mar 31, 26

+83

0.00%

Apollon Wealth Management, LLC

14.43K

Mar 31, 26

+305

0.00%

Fundamentum, LLC

14.42K

Mar 31, 26

+3.22K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

14.41K

Mar 31, 26

-343

0.00%

Evernest Financial Advisors, LLC

14.36K

Mar 31, 26

+10.63K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

14.35K

Mar 31, 26

+214

0.00%

RED CRANE WEALTH MANAGEMENT, LLC

14.34K

Mar 31, 26

-443

0.00%

Gradient Capital Advisors, LLC

14.31K

Mar 31, 26

-284

0.00%

Fund Evaluation Group, LLC

14.28K

Mar 31, 26

+682

0.00%

SPINNAKER TRUST

14.27K

Mar 31, 26

-6.12K

0.00%

IFP Advisors, Inc

14.21K

Mar 31, 26

+1.72K

0.00%

RW Investment Management LLC

14.18K

Mar 31, 26

+14.18K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

14.15K

Mar 31, 26

+1.10K

0.00%

Greenwich Wealth Management LLC

14.11K

Mar 31, 26

-27

0.00%

Anson Capital, Inc.

14.09K

Mar 31, 26

+291

0.00%

Partners in Financial Planning

14.08K

Mar 31, 26

-82

0.00%

Armbruster Capital Management, Inc.

14.03K

Mar 31, 26

+40

0.00%

Sequoia Financial Advisors, LLC

14.01K

Mar 31, 26

+162

0.00%

RETIREMENT INCOME SOLUTIONS, INC

13.98K

Mar 31, 26

-33

0.00%

Wealthfront Advisers LLC

13.94K

Mar 31, 26

-587

0.00%

Conservest Capital Advisors, Inc.

13.85K

Mar 31, 26

-168

0.00%

Allen Mooney & Barnes Investment Advisors LLC

13.83K

Mar 31, 26

+119

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

13.68K

Mar 31, 26

-846

0.00%

IHT Wealth Management, LLC

13.66K

Mar 31, 26

-560

0.00%

Kovack Advisors, Inc.

13.64K

Mar 31, 26

-654

0.00%

Robertson Stephens Wealth Management, LLC

13.60K

Mar 31, 26

+3.29K

0.00%

Ellenbecker Investment Group

13.55K

Mar 31, 26

+44

0.00%

Diversified Trust Co

13.47K

Mar 31, 26

-665

0.00%

First American Bank

13.38K

Mar 31, 26

+1.03K

0.00%

Financial Strategies Group, Inc.

13.35K

Mar 31, 26

+10.48K

0.00%

Atomi Financial Group, Inc.

13.33K

Mar 31, 26

-28.71K

0.00%

HILLTOP WEALTH ADVISORS, LLC

13.32K

Mar 31, 26

0.00%

Foster Victor Wealth Advisors, LLC

13.28K

Mar 31, 26

-108

0.00%

FreeGulliver LLC

13.16K

Mar 31, 26

0.00%

SEAMOUNT FINANCIAL GROUP INC

13.06K

Mar 31, 26

+606

0.00%

Moisand Fitzgerald Tamayo, LLC

13.03K

Mar 31, 26

-37

0.00%

Cornerstone Wealth Group, LLC

13.00K

Mar 31, 26

+9.31K

0.00%

Omnia Family Wealth, LLC

12.99K

Mar 31, 26

+122

0.00%

Covington Investment Advisors Inc.

12.94K

Mar 31, 26

+883

0.00%

Duncan Williams Asset Management, LLC

12.86K

Mar 31, 26

+84

0.00%

Cannon Wealth Management Services, LLC

12.86K

Mar 31, 26

+285

0.00%

Atlantic Union Bankshares Corp

12.77K

Mar 31, 26

-94

0.00%

Empower Advisory Group, LLC

12.74K

Mar 31, 26

-883

0.00%

GoalFusion Wealth Management, LLC

12.73K

Mar 31, 26

+748

0.00%

Savvy Advisors, Inc.

12.73K

Mar 31, 26

+2.42K

0.00%

Good Steward Wealth Advisors,LLC

12.71K

Mar 31, 26

+667

0.00%

Legacy Advisors, LLC

12.71K

Mar 31, 26

-566

0.00%

WESCAP Management Group, Inc.

12.70K

Mar 31, 26

+191

0.00%

BCGM Wealth Management, LLC

12.67K

Mar 31, 26

-450

0.00%

SeaCrest Wealth Management, LLC

12.63K

Mar 31, 26

+1.04K

0.00%

Grandview Asset Management LLC

12.59K

Mar 31, 26

-1.33K

0.00%

Ridgewood Investments LLC

12.58K

Mar 31, 26

+12.58K

0.00%

IEQ CAPITAL, LLC

12.49K

Mar 31, 26

+724

0.00%

STOCK YARDS BANK & TRUST CO

12.47K

Mar 31, 26

-124

0.00%

Beckerman Institutional, LLC

12.36K

Mar 31, 26

+445

0.00%

Maltin Wealth Management, Inc.

12.34K

Mar 31, 26

+667

0.00%

UMB Bank, n.a.

12.34K

Mar 31, 26

+1.04K

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

12.33K

Mar 31, 26

-1.28K

0.00%

Richmond Investment Services, LLC

12.32K

Mar 31, 26

+6.85K

0.00%

Mission Creek Capital Partners, Inc.

12.32K

Mar 31, 26

+992

0.00%

Carrera Capital Advisors

12.31K

Mar 31, 26

+44

0.00%

Charles Schwab Trust Co

12.29K

Mar 31, 26

-1.00K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

12.25K

Mar 31, 26

+1.76K

0.00%

Fifth Third Wealth Advisors LLC

12.21K

Mar 31, 26

+686

0.00%

SAWGRASS ASSET MANAGEMENT LLC

12.19K

Mar 31, 26

-16.75K

0.00%

Meridian Wealth Management, LLC

12.14K

Mar 31, 26

+841

0.00%

Boyd Wealth Management, LLC

12.06K

Mar 31, 26

-102

0.00%

City State Bank

12.06K

Mar 31, 26

+533

0.00%

BAR HARBOR WEALTH MANAGEMENT

11.94K

Mar 31, 26

-13

0.00%

Valtinson Bruner Financial Planning LLC

11.93K

Mar 31, 26

+506

0.00%

GEM Asset Management, LLC

11.91K

Mar 31, 26

+52

0.00%

Aprio Wealth Management, LLC

11.81K

Mar 31, 26

+10.68K

0.00%

WealthTrust Asset Management, LLC

11.77K

Mar 31, 26

-89

0.00%

Sepio Capital, LP

11.70K

Mar 31, 26

+729

0.00%

Snowden Capital Advisors LLC

11.70K

Mar 31, 26

+2.94K

0.00%

Perennial Investment Advisors, LLC

11.69K

Mar 31, 26

+714

0.00%

Optas, LLC

11.65K

Mar 31, 26

-110

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

11.64K

Mar 31, 26

+105

0.00%

EVOKE WEALTH, LLC

11.60K

Mar 31, 26

-276

0.00%

Strategic Family Wealth Counselors, L.L.C.

11.60K

Mar 31, 26

+80

0.00%

Bank of Marin

11.60K

Mar 31, 26

0.00%

CHILTON INVESTMENT CO INC.

11.58K

Mar 31, 26

+10.83K

0.00%

Columbia Asset Management

11.56K

Mar 31, 26

+707

0.00%

QUADRANT CAPITAL GROUP LLC

11.56K

Mar 31, 26

-125

0.00%

MCF Advisors LLC

11.48K

Mar 31, 26

+30

0.00%

Mayflower Financial Advisors, LLC

11.43K

Mar 31, 26

-141

0.00%

PHILADELPHIA TRUST CO

11.36K

Mar 31, 26

0.00%

Affiance Financial, LLC

11.34K

Mar 31, 26

+1.50K

0.00%

ADAPT WEALTH ADVISORS, LLC

11.34K

Mar 31, 26

-641

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.29K

Mar 31, 26

+247

0.00%

PCA Investment Advisory Services Inc.

11.28K

Mar 31, 26

+240

0.00%

MAYPORT, LLC

11.28K

Mar 31, 26

+3.76K

0.00%

Magnus Financial Group LLC

11.21K

Mar 31, 26

-212

0.00%

Wealth Alliance

11.17K

Mar 31, 26

-1.08K

0.00%

TSFG, LLC

11.15K

Mar 31, 26

-896

0.00%

Catalytic Wealth RIA, LLC

11.14K

Mar 31, 26

+978

0.00%

Aureus Asset Management, LLC

11.11K

Mar 31, 26

+2.23K

0.00%

Objective Capital Management, LLC

11.10K

Mar 31, 26

-289

0.00%

Atria Investments, Inc

11.06K

Mar 31, 26

-10.41K

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

11.05K

Mar 31, 26

+8.24K

0.00%

StoneX Group Inc.

11.00K

Mar 31, 26

-8.07K

0.00%

MAIRS & POWER INC

11.00K

Mar 31, 26

+8.90K

0.00%

FLYWHEEL PRIVATE WEALTH LLC

10.97K

Mar 31, 26

-26

0.00%

NWF Advisory Services Inc.

10.96K

Mar 31, 26

+195

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

10.96K

Mar 31, 26

-151

0.00%

RED CEDAR INVESTMENT MANAGEMENT, LLC

10.95K

Mar 31, 26

0.00%

High Net Worth Advisory Group LLC

10.94K

Mar 31, 26

-113

0.00%

CWS Financial Advisors, LLC

10.94K

Mar 31, 26

+170

0.00%

Glen Eagle Advisors, LLC

10.92K

Mar 31, 26

+6.27K

0.00%

VERUS CAPITAL PARTNERS, LLC

10.91K

Mar 31, 26

+222

0.00%

Capital Advisors Wealth Management, LLC

10.88K

Mar 31, 26

-6

0.00%

Allegheny Financial Group LTD

10.86K

Mar 31, 26

+1.63K

0.00%

GAMCO INVESTORS, INC. ET AL

10.86K

Mar 31, 26

+4.43K

0.00%

Summit Financial Strategies, Inc.

10.79K

Mar 31, 26

+705

0.00%

Horst & Graben Wealth Management LLC

10.72K

Mar 31, 26

+8.13K

0.00%

Fusion Family Wealth LLC

10.70K

Mar 31, 26

-541

0.00%

WEDBUSH SECURITIES INC

10.67K

Mar 31, 26

+427

0.00%

Scott & Selber, Inc.

10.66K

Mar 31, 26

+337

0.00%

PKS Advisory Services, LLC

10.63K

Mar 31, 26

+845

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

10.59K

Mar 31, 26

+7.94K

0.00%

TRITONPOINT WEALTH, LLC

10.55K

Mar 31, 26

+806

0.00%

WELCH & FORBES LLC

10.50K

Mar 31, 26

+22

0.00%

My Personal CFO, LLC

10.49K

Mar 31, 26

-1.09K

0.00%

Intergy Private Wealth, LLC

10.40K

Mar 31, 26

+343

0.00%

SOA Wealth Advisors, LLC.

10.36K

Mar 31, 26

-81

0.00%

Financial Freedom, LLC

10.35K

Mar 31, 26

+20

0.00%

CWA Asset Management Group, LLC

10.34K

Mar 31, 26

+357

0.00%

Soltis Investment Advisors LLC

10.27K

Mar 31, 26

-4.12K

0.00%

Buckingham Strategic Partners

10.27K

Mar 31, 26

-5.55K

0.00%

Financial Symmetry Inc

10.26K

Mar 31, 26

+7.02K

0.00%

Balentine LLC

10.22K

Mar 31, 26

-84

0.00%

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

10.22K

Mar 31, 26

+192

0.00%

Simplicity Wealth,LLC

10.19K

Mar 31, 26

-3.87K

0.00%

PFG Investments, LLC

10.14K

Mar 31, 26

+248

0.00%

Midwestern Financial, LLC /IA

10.14K

Mar 31, 26

+2.24K

0.00%

SWP FINANCIAL LLC

10.11K

Mar 31, 26

0.00%

Empirical Asset Management, LLC

10.09K

Mar 31, 26

0.00%

Sincerus Advisory, LLC

10.09K

Mar 31, 26

+286

0.00%

Hilltop Holdings Inc.

10.08K

Mar 31, 26

+677

0.00%

ECLECTIC ASSOCIATES INC /ADV

9.99K

Mar 31, 26

-168

0.00%

BOSTON FAMILY OFFICE LLC

9.96K

Mar 31, 26

0.00%

Beacon Bridge Wealth Partners, LLC

9.93K

Mar 31, 26

-711

0.00%

Certified Advisory Corp

9.93K

Mar 31, 26

+690

0.00%

Investor's Fiduciary Advisor Network, LLC

9.91K

Mar 31, 26

-27.01K

0.00%

Revolve Wealth Partners, LLC

9.89K

Mar 31, 26

-664

0.00%

American Money Management, LLC

9.82K

Mar 31, 26

-15

0.00%

Haverford Trust Co

9.79K

Mar 31, 26

-626

0.00%

Garden State Investment Advisory Services LLC

9.79K

Mar 31, 26

-3

0.00%

Frank, Rimerman Advisors LLC

9.73K

Mar 31, 26

+432

0.00%

BRYN MAWR TRUST Co

9.68K

Mar 31, 26

-119

0.00%

Retirement Planning Co of New England, Inc.

9.64K

Mar 31, 26

-53

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

9.63K

Mar 31, 26

-10

0.00%

Missouri Trust & Investment Co

9.62K

Mar 31, 26

+250

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

9.56K

Mar 31, 26

+809

0.00%

FIDUCIARY TRUST CO

9.56K

Mar 31, 26

+287

0.00%

MorganRosel Wealth Management, LLC

9.53K

Mar 31, 26

-23.98K

0.00%

JANE STREET GROUP, LLC

9.47K

Mar 31, 26

+6.66K

0.00%

West Financial Advisors, LLC

9.47K

Mar 31, 26

+247

0.00%

Columbus Macro, LLC

9.46K

Mar 31, 26

+56

0.00%

NATIONAL BANK OF CANADA /FI/

9.45K

Mar 31, 26

+676

0.00%

SHEPHERD KAPLAN KROCHUK, LLC

9.43K

Mar 31, 26

+25

0.00%

Bull Oak Capital, LLC

9.38K

Mar 31, 26

-422

0.00%

Transcendent Capital Group LLC

9.34K

Mar 31, 26

+11

0.00%

Glass Jacobson Investment Advisors llc

9.34K

Mar 31, 26

+172

0.00%

Graves Light Lenhart Wealth, Inc.

9.33K

Mar 31, 26

+282

0.00%

INVESTMENT PARTNERS, LTD.

9.28K

Mar 31, 26

-117

0.00%

CHATHAM CAPITAL GROUP, INC.

9.26K

Mar 31, 26

+394

0.00%

PFG Advisors

9.26K

Mar 31, 26

+141

0.00%

LAKE STREET FINANCIAL LLC

9.22K

Mar 31, 26

0.00%

21 West Wealth Management LLC

9.20K

Mar 31, 26

0.00%

Abbot Financial Management, Inc.

9.19K

Mar 31, 26

-50

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.19K

Mar 31, 26

+4.83K

0.00%

Strengthening Families & Communities, LLC

9.16K

Mar 31, 26

+9.16K

0.00%

Goelzer Investment Management, Inc.

9.15K

Mar 31, 26

0.00%

Wingate Wealth Advisors, Inc.

9.13K

Mar 31, 26

+543

0.00%

Archford Capital Strategies, LLC

9.13K

Mar 31, 26

+9.13K

0.00%

Selective Wealth Management, Inc.

9.12K

Mar 31, 26

+6.81K

0.00%

Centerline Wealth Advisors, LLC

9.12K

Mar 31, 26

-4.85K

0.00%

CM WEALTH ADVISORS LLC

9.10K

Mar 31, 26

0.00%

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

9.09K

Mar 31, 26

-61

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

9.01K

Mar 31, 26

+336

0.00%

Sound View Wealth Advisors Group, LLC

8.98K

Mar 31, 26

+296

0.00%

Sand Hill Global Advisors, LLC

8.95K

Mar 31, 26

+453

0.00%

Joel Adams & Associates, Inc.

8.95K

Mar 31, 26

-132

0.00%

Patten Group, Inc.

8.91K

Mar 31, 26

-39

0.00%

Beaumont Financial Advisors, LLC

8.91K

Mar 31, 26

+1.01K

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

8.86K

Mar 31, 26

0.00%

CONNING INC.

8.86K

Mar 31, 26

-1.68K

0.00%

New Perspectives, Inc

8.85K

Mar 31, 26

-96

0.00%

Dogwood Wealth Management LLC

8.85K

Mar 31, 26

-74

0.00%

Western Wealth Management, LLC

8.82K

Mar 31, 26

+3.20K

0.00%

AAF Wealth Management, LLC

8.82K

Mar 31, 26

-144

0.00%

Millington Financial Advisors, LLC

8.79K

Mar 31, 26

+6.56K

0.00%

Intellectus Partners, LLC

8.75K

Mar 31, 26

+17

0.00%

Stablepoint Partners, LLC

8.74K

Mar 31, 26

+967

0.00%

Ronald Blue Trust, Inc.

8.73K

Mar 31, 26

+381

0.00%

Affinity Capital Advisors, LLC

8.69K

Mar 31, 26

+686

0.00%

PRIVATE TRUST CO NA

8.68K

Mar 31, 26

-258

0.00%

Vanguard Personalized Indexing Management, LLC

8.65K

Mar 31, 26

-379

0.00%

Topel & Distasi Wealth Management, LLC

8.62K

Mar 31, 26

+113

0.00%

PEOPLES FINANCIAL SERVICES CORP.

8.57K

Mar 31, 26

-13

0.00%

U.S. Capital Wealth Advisors, LLC

8.54K

Mar 31, 26

+475

0.00%

Financial Insights, Inc.

8.54K

Mar 31, 26

-535

0.00%

Linscomb & Williams, Inc.

8.53K

Mar 31, 26

-226

0.00%

MONOGRAPH WEALTH ADVISORS, LLC

8.51K

Mar 31, 26

+132

0.00%

LAIRD NORTON TRUST COMPANY, LLC

8.44K

Mar 31, 26

-872

0.00%

Essex Savings Bank

8.42K

Mar 31, 26

-465

0.00%

VeraBank, N.A.

8.40K

Mar 31, 26

-51

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

8.39K

Mar 31, 26

+17

0.00%

Fingerlakes Wealth Management, Inc.

8.35K

Mar 31, 26

-40

0.00%

Index Fund Advisors, Inc.

8.34K

Mar 31, 26

+26

0.00%

Segment Wealth Management, LLC

8.34K

Mar 31, 26

0.00%

Atlanta Consulting Group Advisors, LLC

8.32K

Mar 31, 26

+2.03K

0.00%

Clarity Capital Advisors, LLC

8.32K

Mar 31, 26

+13

0.00%

DEFINED WEALTH MANAGEMENT, LLC

8.26K

Mar 31, 26

+47

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

8.15K

Mar 31, 26

-63

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

8.12K

Mar 31, 26

+3.17K

0.00%

INSPIRION WEALTH ADVISORS, LLC

8.12K

Mar 31, 26

+341

0.00%

Wealth Dimensions Group, Ltd.

8.12K

Mar 31, 26

+154

0.00%

Bragg Financial Advisors, Inc

8.10K

Mar 31, 26

+697

0.00%

DeDora Capital, Inc.

8.07K

Mar 31, 26

-73

0.00%

ROMANO BROTHERS AND COMPANY

8.04K

Mar 31, 26

+1.14K

0.00%

FLC Capital Advisors

8.03K

Mar 31, 26

-457

0.00%

N.E.W. Advisory Services LLC

8.02K

Mar 31, 26

+167

0.00%

REDW Wealth LLC

8.00K

Mar 31, 26

0.00%

Portland Financial Advisors Inc

7.99K

Mar 31, 26

-50

0.00%

PFW Advisors LLC

7.96K

Mar 31, 26

-1.36K

0.00%

Allspring Global Investments Holdings, LLC

7.92K

Mar 31, 26

+1.22K

0.00%

St. Louis Trust Co

7.88K

Mar 31, 26

+603

0.00%

Clear Creek Financial Management, LLC

7.87K

Mar 31, 26

-7.50K

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

7.85K

Mar 31, 26

+511

0.00%

Royal Fund Management, LLC

7.83K

Mar 31, 26

+263

0.00%

SOUTH PLAINS FINANCIAL, INC.

7.77K

Mar 31, 26

+137

0.00%

GWN SECURITIES INC.

7.75K

Mar 31, 26

+669

0.00%

Ironwood Financial, llc

7.73K

Mar 31, 26

+258

0.00%

Choate Investment Advisors

7.69K

Mar 31, 26

-420

0.00%

MATRIX ASSET ADVISORS INC/NY

7.68K

Mar 31, 26

+2.62K

0.00%

Dynamic Wealth Strategies, LLC

7.68K

Mar 31, 26

+375

0.00%

HOWLAND CAPITAL MANAGEMENT LLC

7.66K

Mar 31, 26

0.00%

Stonebridge Financial Planning Group, LLC

7.62K

Mar 31, 26

+444

0.00%

Members Trust Co

7.61K

Mar 31, 26

-1.23K

0.00%

PLIMOTH TRUST CO LLC

7.56K

Mar 31, 26

-7

0.00%

DUNCKER STREETT & CO INC

7.55K

Mar 31, 26

-2.48K

0.00%

Wisconsin Wealth Advisors, LLC

7.53K

Mar 31, 26

+259

0.00%

STEVENS CAPITAL PARTNERS

7.53K

Mar 31, 26

+1.23K

0.00%

JFS WEALTH ADVISORS, LLC

7.51K

Mar 31, 26

+70

0.00%

Golden State Equity Partners

7.47K

Mar 31, 26

+5.47K

0.00%

ERn Financial, LLC

7.47K

Mar 31, 26

-574

0.00%

COURIER CAPITAL LLC

7.40K

Mar 31, 26

+345

0.00%

Heirloom Wealth Management

7.37K

Mar 31, 26

+5.68K

0.00%

VICTORY FINANCIAL GROUP, LLC

7.34K

Mar 31, 26

+1.52K

0.00%

Baer Investment Advisory LLC

7.34K

Mar 31, 26

+7.34K

0.00%

Bravias Capital Group, LLC

7.32K

Mar 31, 26

+291

0.00%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

7.30K

Mar 31, 26

+26

0.00%

Astoria Portfolio Advisors LLC.

7.30K

Mar 31, 26

+5.52K

0.00%

Sanibel Captiva Trust Company, Inc.

7.27K

Mar 31, 26

+1.43K

0.00%

Leelyn Smith, LLC

7.24K

Mar 31, 26

-26

0.00%

Gibson Capital, LLC

7.21K

Mar 31, 26

0.00%

GREAT LAKES ADVISORS, LLC

7.21K

Mar 31, 26

+89

0.00%

Vivaldi Capital Management LP

7.19K

Mar 31, 26

+12

0.00%

New Covenant Trust Company, N.A.

7.15K

Mar 31, 26

0.00%

HighPoint Advisor Group LLC

7.14K

Mar 31, 26

+271

0.00%

Anchor Investment Management, LLC

7.11K

Mar 31, 26

-11

0.00%

IFG Advisors, LLC

7.10K

Mar 31, 26

+104

0.00%

Foundations Investment Advisors, LLC

7.09K

Mar 31, 26

+870

0.00%

Plancorp, LLC

7.08K

Mar 31, 26

-3

0.00%

Stone Point Wealth LLC

6.95K

Mar 31, 26

+62

0.00%

Dorsey & Whitney Trust CO LLC

6.94K

Mar 31, 26

-5

0.00%

WETZEL INVESTMENT ADVISORS, INC.

6.94K

Mar 31, 26

-32

0.00%

Reliant Investment Partners, LLC

6.94K

Mar 31, 26

-200

0.00%

MONEYWISE, INC.

6.93K

Mar 31, 26

-650

0.00%

Fortis Capital Management LLC

6.91K

Mar 31, 26

+416

0.00%

OFC FINANCIAL PLANNING, LLC

6.90K

Mar 31, 26

-42

0.00%

John W. Brooker & Co., CPAs

6.88K

Mar 31, 26

+2.37K

0.00%

AMI INVESTMENT MANAGEMENT INC

6.78K

Mar 31, 26

+228

0.00%

Montis Financial, LLC

6.76K

Mar 31, 26

0.00%

ROCKLAND TRUST CO

6.76K

Mar 31, 26

-267

0.00%

GARRISON POINT ADVISORS, LLC

6.74K

Mar 31, 26

+240

0.00%

ATLAS CAPITAL ADVISORS LLC

6.72K

Mar 31, 26

-35

0.00%

Petix & Botte Co

6.70K

Mar 31, 26

-489

0.00%

Bison Wealth, LLC

6.70K

Mar 31, 26

+5.01K

0.00%

SENTINEL PENSION ADVISORS INC

6.69K

Mar 31, 26

-38

0.00%

Next Level Private LLC

6.67K

Mar 31, 26

0.00%

RMR Capital Management, LLC

6.64K

Mar 31, 26

+861

0.00%

Cassaday & Co Wealth Management LLC

6.64K

Mar 31, 26

+112

0.00%

BankPlus Wealth Management LLC

6.63K

Mar 31, 26

+1.26K

0.00%

Laraway Financial Advisors Inc

6.59K

Mar 31, 26

-133

0.00%

MONECO Advisors, LLC

6.58K

Mar 31, 26

-674

0.00%

NBC SECURITIES, INC.

6.58K

Mar 31, 26

+69

0.00%

CURIO WEALTH, LLC

6.56K

Mar 31, 26

-98

0.00%

MidAtlantic Capital Management, Inc.

6.56K

Mar 31, 26

+243

0.00%

Neuberger Berman Group LLC

6.56K

Mar 31, 26

+869

0.00%

OXFORD FINANCIAL GROUP LTD

6.55K

Mar 31, 26

-82

0.00%

Legacy Capital Wealth Partners, LLC

6.53K

Mar 31, 26

-501

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

6.53K

Mar 31, 26

+6.53K

0.00%

LINCOLN CAPITAL CORP

6.49K

Mar 31, 26

-16

0.00%

YARGER WEALTH STRATEGIES, LLC

6.45K

Mar 31, 26

-112

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

6.39K

Mar 31, 26

+6.39K

0.00%

Brinker Capital Investments, LLC

6.38K

Mar 31, 26

-12.21K

0.00%

Opulen Financial Group LLC

6.38K

Mar 31, 26

+24

0.00%

PLANNING DIRECTIONS INC

6.35K

Mar 31, 26

-787

0.00%

CITADEL ADVISORS LLC

6.35K

Mar 31, 26

+6.35K

0.00%

HBK Sorce Advisory LLC

6.34K

Mar 31, 26

+4.65K

0.00%

Peak Asset Management, LLC

6.32K

Mar 31, 26

-219

0.00%

SAX WEALTH ADVISORS, LLC

6.32K

Mar 31, 26

0.00%

Security Financial Services, INC.

6.32K

Mar 31, 26

+221

0.00%

PGIM Custom Harvest LLC

6.31K

Mar 31, 26

+1.06K

0.00%

Brown Miller Wealth Management, LLC

6.22K

Mar 31, 26

0.00%

Rockwood Wealth Management, LLC

6.21K

Mar 31, 26

+29

0.00%

NEW WAVE WEALTH ADVISORS LLC

6.18K

Mar 31, 26

-443

0.00%

Balanced Rock Investment Advisor

6.15K

Mar 31, 26

+395

0.00%

BOS Asset Management, LLC

6.15K

Mar 31, 26

+127

0.00%

Williams Jones Wealth Management, LLC.

6.15K

Mar 31, 26

0.00%

Kestra Investment Management, LLC

6.14K

Mar 31, 26

-322.40K

0.00%

Compass Planning Associates Inc

6.09K

Mar 31, 26

+929

0.00%

waypoint wealth counsel

6.06K

Mar 31, 26

-184

0.00%

Intrua Financial, LLC

6.04K

Mar 31, 26

-741

0.00%

ADIRONDACK TRUST CO

6.04K

Mar 31, 26

0.00%

FCG Investment Co

6.03K

Mar 31, 26

+6.03K

0.00%

Harbor Group, Inc.

6.02K

Mar 31, 26

-518

0.00%

Pachira Investments Inc.

6.00K

Mar 31, 26

+1.79K

0.00%

Russell Investments Group, Ltd.

5.99K

Mar 31, 26

-4.82K

0.00%

Rehmann Capital Advisory Group

5.97K

Mar 31, 26

+513

0.00%

VIAWEALTH, LLC

5.97K

Mar 31, 26

-11

0.00%

Vident Advisory, LLC

5.94K

Mar 31, 26

0.00%

LOM Asset Management Ltd

5.91K

Mar 31, 26

-113

0.00%

SoundView Advisors Inc.

5.91K

Mar 31, 26

+18

0.00%

Bangor Savings Bank

5.91K

Mar 31, 26

-38

0.00%

Landmark Wealth Management, LLC

5.91K

Mar 31, 26

+308

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

5.91K

Mar 31, 26

+713

0.00%

ASPIRIANT, LLC

5.90K

Mar 31, 26

+12

0.00%

Strata Wealth Advisors, LLC

5.89K

Mar 31, 26

-256

0.00%

Evergreen Wealth Solutions, LLC

5.89K

Mar 31, 26

+5.89K

0.00%

INTERACTIVE FINANCIAL ADVISORS, INC.

5.89K

Mar 31, 26

+192

0.00%

Modern Wealth Management, LLC

5.88K

Mar 31, 26

-110

0.00%

Clear Harbor Asset Management, LLC

5.87K

Mar 31, 26

-358

0.00%

MITCHELL SINKLER & STARR/PA

5.87K

Mar 31, 26

+150

0.00%

FIRST TRUST ADVISORS LP

5.80K

Mar 31, 26

+640

0.00%

Riverbend Wealth Management, LLC

5.79K

Mar 31, 26

+224

0.00%

CFS Investment Advisory Services, LLC

5.75K

Mar 31, 26

-117

0.00%

Spire Wealth Management

5.75K

Mar 31, 26

-239

0.00%

Jacobi Capital Management LLC

5.71K

Mar 31, 26

+911

0.00%

Mascagni Wealth Management, Inc.

5.69K

Mar 31, 26

0.00%

Leo H. Evart, Inc.

5.68K

Mar 31, 26

+5.68K

0.00%

Cyndeo Wealth Partners, LLC

5.68K

Mar 31, 26

-12

0.00%

Fisher Asset Management, LLC

5.65K

Mar 31, 26

+1.06K

0.00%

BCS Private Wealth Management, Inc.

5.62K

Mar 31, 26

0.00%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

5.58K

Mar 31, 26

-8.57K

0.00%

Oakworth Capital, Inc.

5.56K

Mar 31, 26

+2.55K

0.00%

OPTIMA CAPITAL LLC

5.55K

Mar 31, 26

+621

0.00%

Cartesian Growth Corp

5.54K

Mar 31, 26

-2.00K

0.00%

Checchi Capital Advisers, LLC

5.54K

Mar 31, 26

-994

0.00%

Chandler Asset Management, Inc.

5.53K

Mar 31, 26

0.00%

FIRST NATIONAL TRUST CO

5.52K

Mar 31, 26

-64

0.00%

Marks Group Wealth Management, Inc

5.51K

Mar 31, 26

-30

0.00%

Wood Tarver Financial Group, LLC

5.51K

Mar 31, 26

-1.80K

0.00%

Interchange Capital Partners, LLC

5.51K

Mar 31, 26

+237

0.00%

FLAGSTAR ADVISORS INC.

5.49K

Mar 31, 26

-423

0.00%

VISTA INVESTMENT MANAGEMENT

5.48K

Mar 31, 26

-20

0.00%

HARBOR INVESTMENT ADVISORY, LLC

5.46K

Mar 31, 26

-494

0.00%

Winthrop Advisory Group LLC

5.46K

Mar 31, 26

-110

0.00%

Forefront Wealth Partners, LLC

5.46K

Mar 31, 26

+793

0.00%

CRUX WEALTH ADVISORS

5.45K

Mar 31, 26

-396

0.00%

Addison Advisors LLC

5.43K

Mar 31, 26

-35

0.00%

Sound Income Strategies, LLC

5.42K

Mar 31, 26

-23

0.00%

Coordinated Financial Services, Inc.

5.41K

Mar 31, 26

+46

0.00%

Platform Technology Partners

5.41K

Mar 31, 26

+344

0.00%

Biltmore Family Office, LLC

5.36K

Mar 31, 26

-478

0.00%

APPLETON PARTNERS INC/MA

5.36K

Mar 31, 26

-78

0.00%

Synergy Financial Group, LTD

5.36K

Mar 31, 26

-19

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

5.36K

Mar 31, 26

0.00%

Yoffe Investment Management, LLC

5.34K

Mar 31, 26

0.00%

GAMMA Investing LLC

5.34K

Mar 31, 26

+45

0.00%

WATERSHED PRIVATE WEALTH LLC

5.33K

Mar 31, 26

-1.25K

0.00%

Aspen Investment Management Inc

5.33K

Mar 31, 26

0.00%

Essex LLC

5.33K

Mar 31, 26

+33

0.00%

Truepoint, Inc.

5.32K

Mar 31, 26

-133

0.00%

Grange Capital, LLC

5.29K

Mar 31, 26

-290

0.00%

Everhart Financial Group, Inc.

5.24K

Mar 31, 26

-66

0.00%

McKinley Carter Wealth Services, Inc.

5.22K

Mar 31, 26

-143

0.00%

B&D White Capital Company, LLC

5.21K

Mar 31, 26

+15

0.00%

Nvest Financial, LLC

5.19K

Mar 31, 26

+1.60K

0.00%

Luminist Capital LLC

5.12K

Mar 31, 26

+249

0.00%

Fiera Capital Corp

5.12K

Mar 31, 26

-4.00K

0.00%

Mill Creek Capital Advisors, LLC

5.11K

Mar 31, 26

+12

0.00%

Evelyn Partners Investment Management Services Ltd

5.11K

Mar 31, 26

+503

0.00%

B. Riley Wealth Advisors, Inc.

5.11K

Mar 31, 26

-1.28K

0.00%

Thrive Capital Management, LLC

5.11K

Mar 31, 26

+2.44K

0.00%

Portland Global Advisors LLC

5.07K

Mar 31, 26

+126

0.00%

OLD NATIONAL BANCORP /IN/

5.03K

Mar 31, 26

+129

0.00%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

4.99K

Mar 31, 26

0.00%

MISSION WEALTH MANAGEMENT, LP

4.99K

Mar 31, 26

-512

0.00%

TrueWealth Advisors, LLC

4.97K

Mar 31, 26

-39

0.00%

Ramsay, Stattman, Vela & Price, Inc.

4.97K

Mar 31, 26

0.00%

ADVISORY RESEARCH INC

4.97K

Mar 31, 26

0.00%

Crewe Advisors LLC

4.96K

Mar 31, 26

+127

0.00%

BEACON FINANCIAL GROUP

4.95K

Mar 31, 26

0.00%

Taylor & Morgan Wealth Management, LLC

4.94K

Mar 31, 26

-83

0.00%

Pallas Capital Advisors LLC

4.93K

Mar 31, 26

-915

0.00%

Mustard Seed Financial, LLC

4.89K

Mar 31, 26

-252

0.00%

Powers Advisory Group, LLC

4.87K

Mar 31, 26

+909

0.00%

Sherman Asset Management, Inc.

4.87K

Mar 31, 26

+361

0.00%

VOISARD ASSET MANAGEMENT GROUP, INC.

4.87K

Mar 31, 26

0.00%

Legacy Trust

4.81K

Mar 31, 26

-15

0.00%

NOVEM GROUP

4.79K

Mar 31, 26

-13

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

4.78K

Mar 31, 26

+475

0.00%

Windsor Advisory Group, LLC

4.77K

Mar 31, 26

+4.08K

0.00%

Gilbert & Cook, Inc.

4.77K

Mar 31, 26

-121

0.00%

FIRST AMERICAN TRUST, FSB

4.74K

Mar 31, 26

-7

0.00%

Asset Dedication, LLC

4.72K

Mar 31, 26

+583

0.00%

Fairway Wealth LLC

4.71K

Mar 31, 26

+485

0.00%

CERTUITY, LLC

4.71K

Mar 31, 26

+731

0.00%

HM PAYSON & CO

4.70K

Mar 31, 26

0.00%

EHRLICH FINANCIAL GROUP

4.69K

Mar 31, 26

-20

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

4.69K

Mar 31, 26

+3.52K

0.00%

CHAPIN DAVIS, INC.

4.68K

Mar 31, 26

+416

0.00%

MOSAIC FINANCIAL GROUP, LLC

4.68K

Mar 31, 26

0.00%

Cypress Capital Group

4.66K

Mar 31, 26

-843

0.00%

LJI Wealth Management, LLC

4.66K

Mar 31, 26

+130

0.00%

Level Wealth Management LLC

4.65K

Mar 31, 26

+1.04K

0.00%

Coastline Trust Co

4.65K

Mar 31, 26

+441

0.00%

Golden State Wealth Management, LLC

4.64K

Mar 31, 26

+103

0.00%

KELLEHER FINANCIAL ADVISORS

4.63K

Mar 31, 26

+266

0.00%

Fermata Advisors, LLC

4.62K

Mar 31, 26

+149

0.00%

Moss Adams Wealth Advisors LLC

4.60K

Mar 31, 26

+825

0.00%

PROFFITT & GOODSON INC

4.60K

Mar 31, 26

-35

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

4.60K

Mar 31, 26

-1.77K

0.00%

Geneos Wealth Management Inc.

4.58K

Mar 31, 26

+12

0.00%

OLIO Financial Planning

4.58K

Mar 31, 26

-289

0.00%

EagleClaw Capital Managment, LLC

4.57K

Mar 31, 26

-200

0.00%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

4.56K

Mar 31, 26

0.00%

Paragon Private Wealth Management, LLC

4.54K

Mar 31, 26

+837

0.00%

Montecito Bank & Trust

4.54K

Mar 31, 26

+280

0.00%

FIDUCIARY FAMILY OFFICE, LLC

4.53K

Mar 31, 26

0.00%

Strategies Wealth Advisors, LLC

4.52K

Mar 31, 26

+14

0.00%

Atlas Legacy Advisors, LLC

4.52K

Mar 31, 26

+282

0.00%

Dana Investment Advisors, Inc.

4.50K

Mar 31, 26

-183

0.00%

Etesian Wealth Advisors, Inc.

4.50K

Mar 31, 26

-149

0.00%

EAGLE WEALTH STRATEGIES LLC

4.49K

Mar 31, 26

+1.17K

0.00%

SEI INVESTMENTS CO

4.48K

Mar 31, 26

+1.00K

0.00%

DMKC Advisory Services, LLC

4.48K

Mar 31, 26

+68

0.00%

Convergence Financial, LLC

4.46K

Mar 31, 26

+3.44K

0.00%

NBT BANK N A /NY

4.46K

Mar 31, 26

+935

0.00%

Heritage Family Offices, LLP

4.41K

Mar 31, 26

+4.41K

0.00%

HOURGLASS CAPITAL, LLC

4.41K

Mar 31, 26

+4.41K

0.00%

EverSource Wealth Advisors, LLC

4.39K

Mar 31, 26

+404

0.00%

Tactive Advisors, LLC

4.39K

Mar 31, 26

-64

0.00%

3Chopt Investment Partners, LLC

4.37K

Mar 31, 26

0.00%

New England Private Wealth Advisors LLC

4.36K

Mar 31, 26

-142

0.00%

Heck Capital Advisors, LLC

4.36K

Mar 31, 26

+4.36K

0.00%

ARK & TLK INVESTMENTS, LLC

4.35K

Mar 31, 26

0.00%

Southland Equity Partners LLC

4.35K

Mar 31, 26

-67

0.00%

GW&K Investment Management, LLC

4.34K

Mar 31, 26

0.00%

CFC Planning Co LLC

4.34K

Mar 31, 26

+625

0.00%

Hanlon Investment Management, Inc.

4.33K

Mar 31, 26

-4.97K

0.00%

Farmers National Bank

4.33K

Mar 31, 26

+39

0.00%

Hurlow Wealth Management Group, Inc.

4.31K

Mar 31, 26

0.00%

Summit Investment Advisory Services, LLC

4.31K

Mar 31, 26

+117

0.00%

High Note Wealth, LLC

4.30K

Mar 31, 26

+25

0.00%

Impact Capital Partners LLC

4.30K

Mar 31, 26

-345

0.00%

Trajan Wealth LLC

4.30K

Mar 31, 26

+306

0.00%

FDx Advisors, Inc.

4.27K

Mar 31, 26

+310

0.00%

TME FINANCIAL, INC.

4.25K

Mar 31, 26

+168

0.00%

Omega Financial Group, LLC

4.25K

Mar 31, 26

-1

0.00%

Goldstein Advisors, LLC

4.24K

Mar 31, 26

+920

0.00%

B & T Capital Management DBA Alpha Capital Management

4.23K

Mar 31, 26

+125

0.00%

Foguth Wealth Management, LLC.

4.23K

Mar 31, 26

+4.23K

0.00%

QRG CAPITAL MANAGEMENT, INC.

4.23K

Mar 31, 26

+530

0.00%

Caitlin John, LLC

4.22K

Mar 31, 26

-81

0.00%

KPP Advisory Services LLC

4.21K

Mar 31, 26

-1

0.00%

Schoolcraft Capital LLC

4.19K

Mar 31, 26

-51

0.00%

Birch Hill Investment Advisors LLC

4.19K

Mar 31, 26

0.00%

TFC Financial Management, Inc.

4.18K

Mar 31, 26

+12

0.00%

Bath Savings Trust Co

4.16K

Mar 31, 26

+1.87K

0.00%

Steel Peak Wealth Management LLC

4.16K

Mar 31, 26

+324

0.00%

Ironwood Investment Counsel, LLC

4.16K

Mar 31, 26

-325

0.00%

Kellett Wealth Advisors, LLC

4.15K

Mar 31, 26

0.00%

CJM Wealth Advisers, Ltd.

4.14K

Mar 31, 26

+15

0.00%

FULTON BANK, N.A.

4.13K

Mar 31, 26

+52

0.00%

FIRST CITIZENS BANK & TRUST CO

4.13K

Mar 31, 26

-1.14K

0.00%

DELTA FINANCIAL ADVISORS LLC

4.12K

Mar 31, 26

-5

0.00%

HSBC HOLDINGS PLC

4.11K

Mar 31, 26

+2.03K

0.00%

PROSPERITY BANCSHARES INC

4.10K

Mar 31, 26

+891

0.00%

Plante Moran Financial Advisors, LLC

4.07K

Mar 31, 26

+158

0.00%

AIRE ADVISORS, LLC

4.03K

Mar 31, 26

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

4.01K

Mar 31, 26

-56

0.00%

CIBC WORLD MARKET INC.

4.01K

Mar 31, 26

+35

0.00%

Wealth Architects, LLC

4.00K

Mar 31, 26

+22

0.00%

Elm3 Financial Group, LLC

4.00K

Mar 31, 26

+210

0.00%

Schwab Charitable Fund

3.99K

Mar 31, 26

0.00%

Envision Financial Planning, LLC

3.98K

Mar 31, 26

0.00%

Gryphon Financial Partners LLC

3.98K

Mar 31, 26

+912

0.00%

Second Line Capital, LLC

3.98K

Mar 31, 26

+3.98K

0.00%

Hiley Hunt Wealth Management

3.98K

Mar 31, 26

+15

0.00%

Trueblood Wealth Management, LLC

3.96K

Mar 31, 26

+443

0.00%

STEPHEN J. GARRY & ASSOCIATES, LLC

3.96K

Mar 31, 26

-11

0.00%

Clayton Financial Group LLC

3.96K

Mar 31, 26

-784

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.96K

Mar 31, 26

0.00%

Investment Advisory Group, LLC

3.96K

Mar 31, 26

+478

0.00%

Camelot Portfolios, LLC

3.96K

Mar 31, 26

-1.14K

0.00%

COMMUNITY TRUST & INVESTMENT CO

3.93K

Mar 31, 26

0.00%

Traction Financial Partners, LLC

3.91K

Mar 31, 26

-444

0.00%

Lutz Financial Services LLC

3.91K

Mar 31, 26

-16

0.00%

Riverview Trust Co

3.91K

Mar 31, 26

0.00%

Stillwater Capital Advisors, LLC

3.89K

Mar 31, 26

0.00%

BLUESTEM FINANCIAL ADVISORS, LLC

3.88K

Mar 31, 26

0.00%

Root Financial Partners, LLC

3.88K

Mar 31, 26

-76

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

3.87K

Mar 31, 26

-1.11K

0.00%

SIMON QUICK ADVISORS, LLC

3.87K

Mar 31, 26

-93

0.00%

Lee-Kelleher Wealth Management

3.85K

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

3.85K

Mar 31, 26

+283

0.00%

Blossom Wealth Management

3.85K

Mar 31, 26

+206

0.00%

Revisor Wealth Management LLC

3.84K

Mar 31, 26

-166

0.00%

TABR Capital Management, LLC

3.83K

Mar 31, 26

-217

0.00%

Longview Financial Advisors, Inc.

3.81K

Mar 31, 26

-1

0.00%

Evanson Asset Management, LLC

3.81K

Mar 31, 26

+61

0.00%

Triangle Securities Wealth Management

3.80K

Mar 31, 26

+24

0.00%

GRIMES & COMPANY, INC.

3.80K

Mar 31, 26

-158

0.00%

Fortitude Advisory Group L.L.C.

3.80K

Mar 31, 26

-49

0.00%

Galvin, Gaustad & Stein, LLC

3.78K

Mar 31, 26

0.00%

Wilkins Miller Wealth Management, LLC

3.77K

Mar 31, 26

+316

0.00%

Kennebec Savings Bank

3.77K

Mar 31, 26

-19

0.00%

PARK NATIONAL CORP /OH/

3.76K

Mar 31, 26

+3.76K

0.00%

BridgePort Financial Solutions, LLC

3.76K

Mar 31, 26

+28

0.00%

Kuhn & Co Investment Counsel

3.75K

Mar 31, 26

0.00%

17 CAPITAL PARTNERS, LLC

3.75K

Mar 31, 26

+3.75K

0.00%

Bryn Mawr Capital Management, LLC

3.74K

Mar 31, 26

+129

0.00%

Seek First Inc.

3.72K

Mar 31, 26

+14

0.00%

Wealth Management Nebraska

3.71K

Mar 31, 26

+1.49K

0.00%

Pinnacle Bancorp, Inc.

3.70K

Mar 31, 26

+294

0.00%

GUYASUTA INVESTMENT ADVISORS INC

3.69K

Mar 31, 26

+437

0.00%

Ardent Capital Management, Inc.

3.68K

Mar 31, 26

0.00%

MITCHELL CAPITAL MANAGEMENT CO

3.67K

Mar 31, 26

-99

0.00%

OMNI 360 Wealth, Inc.

3.65K

Mar 31, 26

-28

0.00%

Great Diamond Partners, LLC

3.65K

Mar 31, 26

+175

0.00%

Yukon Wealth Management, Inc.

3.64K

Mar 31, 26

+36

0.00%

MUIRFIELD WEALTH ADVISORS LLC

3.63K

Mar 31, 26

+358

0.00%

Hobbs Group Advisors, LLC

3.62K

Mar 31, 26

-143

0.00%

Melone Private Wealth, LLC

3.62K

Mar 31, 26

0.00%

Wernau Asset Management Inc.

3.62K

Mar 31, 26

-205

0.00%

VISTA INVESTMENT PARTNERS II, LLC

3.60K

Mar 31, 26

+715

0.00%

GERMAN AMERICAN BANCORP, INC.

3.60K

Mar 31, 26

-38

0.00%

Allegiance Financial Group Advisory Services LLC

3.57K

Mar 31, 26

-1.28K

0.00%

Keebeck Wealth Management, LLC

3.57K

Mar 31, 26

-56

0.00%

Beaird Harris Wealth Management, LLC

3.56K

Mar 31, 26

+40

0.00%

WealthBridge Capital Management, LLC

3.56K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.55K

Mar 31, 26

-153

0.00%

Keystone Wealth Services, LLC

3.53K

Mar 31, 26

+25

0.00%

Murphy & Mullick Capital Management Corp

3.53K

Mar 31, 26

-73

0.00%

McCarthy Grittinger Financial Group, LLC

3.52K

Mar 31, 26

-27

0.00%

Covenant Asset Management, LLC

3.52K

Mar 31, 26

-107

0.00%

Plan Group Financial, LLC

3.51K

Mar 31, 26

0.00%

Waldron Private Wealth LLC

3.51K

Mar 31, 26

-87

0.00%

Greenhouse Wealth Management, LLC

3.51K

Mar 31, 26

-7

0.00%

KWMG, LLC

3.46K

Mar 31, 26

-106

0.00%

Journey Advisory Group, LLC

3.46K

Mar 31, 26

-842

0.00%

Claris Financial LLC

3.45K

Mar 31, 26

+1.02K

0.00%

Randolph Co Inc

3.44K

Mar 31, 26

-24

0.00%

Madden Advisory Services, Inc.

3.42K

Mar 31, 26

+16

0.00%

LAZARD ASSET MANAGEMENT LLC

3.40K

Mar 31, 26

0.00%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

3.40K

Mar 31, 26

0.00%

Tranquility Partners, LLC

3.39K

Mar 31, 26

-12

0.00%

SC&H Financial Advisors, Inc.

3.39K

Mar 31, 26

0.00%

Per Stirling Capital Management, LLC.

3.38K

Mar 31, 26

+719

0.00%

Empowered Funds, LLC

3.35K

Mar 31, 26

-55

0.00%

Summit Wealth Partners, LLC

3.35K

Mar 31, 26

-13

0.00%

TD Waterhouse Canada Inc.

3.33K

Mar 31, 26

+2.14K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

3.33K

Mar 31, 26

-247

0.00%

Marotta Asset Management

3.33K

Mar 31, 26

0.00%

Kelman-Lazarov, Inc.

3.30K

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

3.30K

Mar 31, 26

0.00%

Athena Investment Management

3.29K

Mar 31, 26

+207

0.00%

Autumn Glory Partners, LLC

3.28K

Mar 31, 26

-44

0.00%

TRUST CO OF TOLEDO NA /OH/

3.28K

Mar 31, 26

+150

0.00%

LifePlan Financial, LLC

3.28K

Mar 31, 26

-109

0.00%

Darden Wealth Group Inc

3.27K

Mar 31, 26

-1.00K

0.00%

LaSalle St. Investment Advisors, LLC

3.26K

Mar 31, 26

+1.46K

0.00%

Garde Capital, Inc.

3.26K

Mar 31, 26

+164

0.00%

National Wealth Management Group, LLC

3.25K

Mar 31, 26

-2.14K

0.00%

Warwick Investment Management, Inc.

3.24K

Mar 31, 26

+202

0.00%

FAS Wealth Partners, Inc.

3.24K

Mar 31, 26

+386

0.00%

Breakwater Capital Group

3.23K

Mar 31, 26

-14

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

3.23K

Mar 31, 26

+315

0.00%

Apex Wealth Management, LLC

3.22K

Mar 31, 26

-145

0.00%

MIDLAND WEALTH ADVISORS LLC

3.22K

Mar 31, 26

-64

0.00%

Kohmann Bosshard Financial Services, LLC

3.21K

Mar 31, 26

0.00%

Carmel Capital Partners, LLC

3.21K

Mar 31, 26

+11

0.00%

FIRST BUSINESS FINANCIAL SERVICES, INC.

3.21K

Mar 31, 26

+236

0.00%

Oxbow Advisors, LLC

3.21K

Mar 31, 26

0.00%

Tradewinds, LLC.

3.20K

Mar 31, 26

+2.40K

0.00%

Comprehensive Financial Planning, Inc./PA

3.19K

Mar 31, 26

+112

0.00%

Antonelli Financial Advisors, LLC

3.18K

Mar 31, 26

-70

0.00%

Envestnet Portfolio Solutions, Inc.

3.16K

Mar 31, 26

-2.76M

0.00%

SIGNATUREFD, LLC

3.16K

Mar 31, 26

+429

0.00%

Farnam Financial LLC

3.14K

Mar 31, 26

-242

0.00%

Chemistry Wealth Management LLC

3.14K

Mar 31, 26

-359

0.00%

Strategic Financial Services, Inc,

3.14K

Mar 31, 26

+1.85K

0.00%

Shade Tree Advisors LLC

3.13K

Mar 31, 26

0.00%

Clark Capital Management Group, Inc.

3.11K

Mar 31, 26

+548

0.00%

Sachetta, LLC

3.10K

Mar 31, 26

-30

0.00%

FIRST COMMUNITY TRUST NA

3.10K

Mar 31, 26

-502

0.00%

WORLD EQUITY GROUP, INC.

3.09K

Mar 31, 26

+58

0.00%

SONATA CAPITAL GROUP INC

3.08K

Mar 31, 26

-75

0.00%

Guardian Financial Partners, LLC

3.08K

Mar 31, 26

-157

0.00%

Capital Investment Advisors, LLC

3.07K

Mar 31, 26

+127

0.00%

Mascoma Wealth Management LLC

3.06K

Mar 31, 26

-197

0.00%

RPS ADVISORY SOLUTIONS LLC

3.06K

Mar 31, 26

-46

0.00%

ADAMSBROWN WEALTH CONSULTANTS LLC

3.05K

Mar 31, 26

+19

0.00%

FMB WEALTH MANAGEMENT

3.05K

Mar 31, 26

+3.05K

0.00%

PECAUT & CO.

3.04K

Mar 31, 26

+90

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

3.04K

Mar 31, 26

-197

0.00%

Detalus Advisors, LLC

3.04K

Mar 31, 26

0.00%

TOWER TRUST & INVESTMENT Co

3.03K

Mar 31, 26

+183

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

3.03K

Mar 31, 26

+3.03K

0.00%

Forza Wealth Management, LLC

3.02K

Mar 31, 26

+317

0.00%

McGuire Investment Group, LLC

3.02K

Mar 31, 26

+119

0.00%

KIECKHEFER GROUP LLC

3.02K

Mar 31, 26

0.00%

Advisory Alpha, LLC

3.02K

Mar 31, 26

+314

0.00%

Strategic Blueprint, LLC

3.00K

Mar 31, 26

-65

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

2.98K

Mar 31, 26

-2.10K

0.00%

TFB Advisors LLC

2.98K

Mar 31, 26

-951

0.00%

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

2.97K

Mar 31, 26

+423

0.00%

Curbstone Financial Management Corp

2.97K

Mar 31, 26

0.00%

SECURITY NATIONAL BANK OF SO DAK

2.96K

Mar 31, 26

+778

0.00%

ALEXANDER LABRUNERIE & CO., INC.

2.95K

Mar 31, 26

-32

0.00%

Old North State Trust, LLC

2.95K

Mar 31, 26

+162

0.00%

WEBSTER BANK, N. A.

2.94K

Mar 31, 26

+1.01K

0.00%

O'ROURKE & COMPANY, Inc

2.93K

Mar 31, 26

-334

0.00%

L. Roy Papp & Associates, LLP

2.92K

Mar 31, 26

0.00%

Brookwood Investment Group LLC

2.91K

Mar 31, 26

-32

0.00%

Aufman Associates Inc

2.90K

Mar 31, 26

-1

0.00%

Red Door Wealth Management, LLC

2.90K

Mar 31, 26

+152

0.00%

Onyx Bridge Wealth Group LLC

2.88K

Mar 31, 26

+22

0.00%

KMG FIDUCIARY PARTNERS, LLC

2.87K

Mar 31, 26

-253

0.00%

HOWARD FINANCIAL SERVICES, LTD.

2.86K

Mar 31, 26

+2.86K

0.00%

PENNINGTON PARTNERS & CO., LLC

2.85K

Mar 31, 26

+11

0.00%

RiverFront Investment Group, LLC

2.84K

Mar 31, 26

+335

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

2.84K

Mar 31, 26

+453

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

2.83K

Mar 31, 26

-4

0.00%

Peterson Wealth Advisors, LLC

2.82K

Mar 31, 26

0.00%

True North Advisors, LLC

2.81K

Mar 31, 26

+58

0.00%

Legacy Private Trust Co.

2.80K

Mar 31, 26

0.00%

J2 Capital Management Inc

2.80K

Mar 31, 26

+312

0.00%

WBH ADVISORY INC

2.79K

Mar 31, 26

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

2.78K

Mar 31, 26

-2

0.00%

ALERUS FINANCIAL NA

2.78K

Mar 31, 26

+282

0.00%

MCDONALD PARTNERS LLC

2.78K

Mar 31, 26

+1.40K

0.00%

Private Wealth Group, LLC

2.78K

Mar 31, 26

0.00%

CATALYST FINANCIAL PARTNERS LLC

2.75K

Mar 31, 26

+1.08K

0.00%

Apollon Financial, LLC

2.75K

Mar 31, 26

+70

0.00%

Greenline Partners, LLC

2.75K

Mar 31, 26

0.00%

Diversified Portfolios, Inc.

2.73K

Mar 31, 26

+211

0.00%

MBM Wealth Consultants, LLC

2.71K

Mar 31, 26

+47

0.00%

Strid Group, LLC

2.70K

Mar 31, 26

+1.22K

0.00%

Sloy Dahl & Holst, LLC

2.69K

Mar 31, 26

+291

0.00%

Avantax Planning Partners, Inc.

2.69K

Mar 31, 26

+280

0.00%

GRANDFIELD & DODD, LLC

2.69K

Mar 31, 26

+47

0.00%

LIBRA WEALTH LLC

2.68K

Mar 31, 26

0.00%

ETF Store, Inc.

2.67K

Mar 31, 26

-6

0.00%

TFR Capital, LLC.

2.67K

Mar 31, 26

-1

0.00%

TI-TRUST, INC

2.65K

Mar 31, 26

-7

0.00%

Strategic Equity Management

2.63K

Mar 31, 26

-624

0.00%

Aberdeen Wealth Management LLC

2.62K

Mar 31, 26

+283

0.00%

Disciplined Investments, LLC

2.61K

Mar 31, 26

-63

0.00%

Penobscot Investment Management Company, Inc.

2.60K

Mar 31, 26

+147

0.00%

Sovereign Financial Group, Inc.

2.60K

Mar 31, 26

-455

0.00%

Skopos Labs, Inc.

2.59K

Mar 31, 26

+679

0.00%

Bedel Financial Consulting, Inc.

2.58K

Mar 31, 26

-48

0.00%

Moors & Cabot, Inc.

2.58K

Mar 31, 26

-134

0.00%

Clark Asset Management, LLC

2.57K

Mar 31, 26

+1.23K

0.00%

Willis Investment Counsel

2.57K

Mar 31, 26

0.00%

Bakala Capital Management LLC

2.56K

Mar 31, 26

+10

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

2.55K

Mar 31, 26

0.00%

Hibernia Wealth Partners, LLC

2.55K

Mar 31, 26

-52

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

2.54K

Mar 31, 26

-226

0.00%

SpringVest Wealth Management LLC

2.54K

Mar 31, 26

+242

0.00%

Eagle Bay Advisors LLC

2.54K

Mar 31, 26

0.00%

Keystone Financial Services, LLC

2.54K

Mar 31, 26

-16

0.00%

WealthTrak Capital Management LLC

2.53K

Mar 31, 26

-18

0.00%

Bestgate Wealth Advisors, LLC

2.53K

Mar 31, 26

-271

0.00%

DAVIDSON TRUST CO

2.52K

Mar 31, 26

+144

0.00%

Wells Financial Advisors INC

2.51K

Mar 31, 26

-4.20K

0.00%

PCG ASSET MANAGEMENT, LLC

2.51K

Mar 31, 26

+1.31K

0.00%

Human Investing LLC

2.50K

Mar 31, 26

+427

0.00%

Astra Wealth Partners LLC

2.50K

Mar 31, 26

-18

0.00%

Urban Financial Advisory Corp

2.50K

Mar 31, 26

+513

0.00%

Koss-Olinger Consulting, LLC

2.50K

Mar 31, 26

-1.19K

0.00%

Luminvest Wealth Management LLC

2.50K

Mar 31, 26

+667

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

2.49K

Mar 31, 26

-180

0.00%

Shared Vision Wealth Group LLC

2.49K

Mar 31, 26

+1.29K

0.00%

Financial Alternatives, Inc

2.49K

Mar 31, 26

0.00%

Freestone Capital Holdings, LLC

2.47K

Mar 31, 26

+17

0.00%

Financial Network Wealth Management LLC

2.47K

Mar 31, 26

-161

0.00%

Welch Group, LLC

2.47K

Mar 31, 26

-473

0.00%

Independence Bank of Kentucky

2.46K

Mar 31, 26

-47

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

2.46K

Mar 31, 26

-347

0.00%

Diligent Investors, LLC

2.46K

Mar 31, 26

0.00%

Howard Capital Management Group, LLC

2.45K

Mar 31, 26

0.00%

Chokshi & Queen Wealth Advisors, Inc

2.45K

Mar 31, 26

0.00%

MOODY LYNN & LIEBERSON, LLC

2.45K

Mar 31, 26

+18

0.00%

JIM SAULNIER & ASSOCIATES, LLC

2.45K

Mar 31, 26

+1.09K

0.00%

Hummer Financial Advisory Services Inc

2.45K

Mar 31, 26

+150

0.00%

Financial Security Advisor, Inc.

2.45K

Mar 31, 26

+10

0.00%

LEE DANNER & BASS INC

2.43K

Mar 31, 26

0.00%

Lifeworks Advisors, LLC

2.42K

Mar 31, 26

-805

0.00%

ANGELES WEALTH MANAGEMENT, LLC

2.42K

Mar 31, 26

+147

0.00%

Forum Financial Management, LP

2.41K

Mar 31, 26

-159

0.00%

EVENTIDE ASSET MANAGEMENT, LLC

2.40K

Mar 31, 26

+2.40K

0.00%

Acorn Wealth Advisors, LLC

2.40K

Mar 31, 26

+648

0.00%

Private Advisory Group LLC

2.39K

Mar 31, 26

-13

0.00%

Pandi, LLC

2.38K

Mar 31, 26

+2.38K

0.00%

Graney & King, LLC

2.37K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

2.37K

Mar 31, 26

-280

0.00%

FIRST INTERSTATE BANK

2.37K

Mar 31, 26

+91

0.00%

PACIFIC SUN FINANCIAL CORP

2.36K

Mar 31, 26

+201

0.00%

Kera Capital Partners, Inc.

2.36K

Mar 31, 26

0.00%

Colonial Trust Co / SC

2.35K

Mar 31, 26

-22

0.00%

Spears Abacus Advisors LLC

2.35K

Mar 31, 26

+311

0.00%

Advance Capital Management, Inc.

2.34K

Mar 31, 26

-17

0.00%

Pinnacle Wealth Planning Services, Inc.

2.32K

Mar 31, 26

-76

0.00%

Johnson Financial Group, Inc.

2.31K

Mar 31, 26

-193

0.00%

Rinkey Investments

2.31K

Mar 31, 26

0.00%

Gibbs Wealth Management

2.30K

Mar 31, 26

+931

0.00%

Buttonwood Financial Advisors Inc.

2.29K

Mar 31, 26

-8

0.00%

Fort Vancouver Investment Management, LLC

2.29K

Mar 31, 26

0.00%

FSM Wealth Advisors, LLC

2.29K

Mar 31, 26

+355

0.00%

Beacon Capital Management, LLC

2.29K

Mar 31, 26

-164

0.00%

Palisade Asset Management, LLC

2.29K

Mar 31, 26

0.00%

Aaron Wealth Advisors LLC

2.28K

Mar 31, 26

0.00%

North Star Investment Management Corp.

2.28K

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

2.27K

Mar 31, 26

0.00%

StrongBox Wealth, LLC

2.26K

Mar 31, 26

-1.05K

0.00%

Annex Advisory Services, LLC

2.26K

Mar 31, 26

-31

0.00%

ARMSTRONG HENRY H ASSOCIATES INC

2.25K

Mar 31, 26

0.00%

Park Edge Advisors, LLC

2.24K

Mar 31, 26

0.00%

Sara-Bay Financial

2.23K

Mar 31, 26

+77

0.00%

Geneva Partners, LLC

2.22K

Mar 31, 26

+178

0.00%

PACES FERRY WEALTH ADVISORS, LLC

2.21K

Mar 31, 26

+92

0.00%

Busey Wealth Management

2.21K

Mar 31, 26

-125

0.00%

Modus Advisors, LLC

2.21K

Mar 31, 26

-2.13K

0.00%

Paulson Wealth Management Inc.

2.19K

Mar 31, 26

+14

0.00%

Winthrop Capital Management, LLC

2.19K

Mar 31, 26

0.00%

Comprehensive Money Management Services LLC

2.19K

Mar 31, 26

0.00%

TOWNSQUARE CAPITAL LLC

2.18K

Mar 31, 26

+532

0.00%

UNIQUE WEALTH, LLC

2.18K

Mar 31, 26

-25

0.00%

Values Added Financial LLC

2.18K

Mar 31, 26

-250

0.00%

Swisher Financial Concepts, Inc.

2.18K

Mar 31, 26

-28

0.00%

DecisionMap Wealth Management, LLC

2.17K

Mar 31, 26

-148

0.00%

Purkiss Capital Advisors LLC

2.15K

Mar 31, 26

-65

0.00%

Stonebridge Financial Group, LLC

2.15K

Mar 31, 26

+317

0.00%

Capital Group Private Client Services, Inc.

2.14K

Mar 31, 26

0.00%

Berkshire Bank

2.14K

Mar 31, 26

-412

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.14K

Mar 31, 26

-318

0.00%

Sargent Investment Group, LLC

2.13K

Mar 31, 26

0.00%

GSB Wealth Management, LLC

2.13K

Mar 31, 26

+51

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.12K

Mar 31, 26

+754

0.00%

Mayfair Advisory Group, LLC

2.12K

Mar 31, 26

+74

0.00%

SVB WEALTH LLC

2.11K

Mar 31, 26

-33

0.00%

Prospera Capital Management, LLC

2.10K

Mar 31, 26

0.00%

Keel Point, LLC

2.10K

Mar 31, 26

-1.26K

0.00%

Baron Wealth Management LLC

2.10K

Mar 31, 26

-7

0.00%

Trust Point Inc.

2.09K

Mar 31, 26

+16

0.00%

Lodestone Wealth Management LLC

2.09K

Mar 31, 26

0.00%

One Day In July LLC

2.09K

Mar 31, 26

+784

0.00%

Park Capital Management, LLC / WI

2.09K

Mar 31, 26

-3

0.00%

Unified Investment Management

2.08K

Mar 31, 26

0.00%

Stokes Family Office, LLC

2.07K

Mar 31, 26

+33

0.00%

KCM INVESTMENT ADVISORS LLC

2.07K

Mar 31, 26

-11.59K

0.00%

Mengis Capital Management, Inc.

2.06K

Mar 31, 26

0.00%

Huntleigh Advisors, Inc.

2.06K

Mar 31, 26

+316

0.00%

FC Advisory LLC

2.05K

Mar 31, 26

0.00%

NOTTINGHAM ADVISORS, INC.

2.05K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

2.05K

Mar 31, 26

-570

0.00%

Accel Wealth Management

2.05K

Mar 31, 26

+59

0.00%

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

2.04K

Mar 31, 26

-215

0.00%

Turtle Creek Wealth Advisors, LLC

2.04K

Mar 31, 26

+165

0.00%

Geometric Wealth Advisors

2.04K

Mar 31, 26

0.00%

Atala Financial Inc

2.03K

Mar 31, 26

0.00%

DEUTSCHE BANK AG\

2.03K

Mar 31, 26

-985

0.00%

Physician Wealth Advisors, Inc.

2.03K

Mar 31, 26

+12

0.00%

Octavia Wealth Advisors, LLC

2.02K

Mar 31, 26

+30

0.00%

Redhawk Wealth Advisors, Inc.

2.02K

Mar 31, 26

+153

0.00%

Optivise Advisory Services LLC

2.00K

Mar 31, 26

+95

0.00%

Cape Investment Advisory, Inc.

2.00K

Mar 31, 26

+176

0.00%

Birchcreek Wealth Management, LLC

1.99K

Mar 31, 26

-176

0.00%

EdgeRock Capital LLC

1.98K

Mar 31, 26

-63

0.00%

BIP Wealth, LLC

1.98K

Mar 31, 26

-293

0.00%

Stone House Investment Management, LLC

1.97K

Mar 31, 26

0.00%

Aspen Grove Capital, LLC

1.97K

Mar 31, 26

0.00%

ELEVATUS WELATH MANAGEMENT

1.96K

Mar 31, 26

-1.91K

0.00%

American Institute for Advanced Investment Management, LLP

1.96K

Mar 31, 26

-150

0.00%

MAGNOLIA CAPITAL MANAGEMENT LTD

1.95K

Mar 31, 26

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

1.95K

Mar 31, 26

+15

0.00%

FORTEM FINANCIAL GROUP, LLC

1.94K

Mar 31, 26

-34

0.00%

Ranch Capital Advisors Inc.

1.94K

Mar 31, 26

+39

0.00%

Aspire Growth Partners LLC

1.94K

Mar 31, 26

+47

0.00%

Blake Schutter Theil Wealth Advisors, LLC

1.93K

Mar 31, 26

+10

0.00%

FISHMAN JAY A LTD/MI

1.93K

Mar 31, 26

-25

0.00%

Cove Private Wealth, LLC

1.93K

Mar 31, 26

+325

0.00%

KENNICOTT CAPITAL MANAGEMENT LLC

1.93K

Mar 31, 26

0.00%

Inman Jager Wealth Management, LLC

1.92K

Mar 31, 26

+28

0.00%

Investment Planning Advisors, Inc.

1.92K

Mar 31, 26

+61

0.00%

Sterling Financial Planning, Inc.

1.91K

Mar 31, 26

+40

0.00%

LYELL WEALTH MANAGEMENT, LP

1.91K

Mar 31, 26

0.00%

Orcam Financial Group

1.90K

Mar 31, 26

0.00%

Joule Financial, LLC

1.90K

Mar 31, 26

+1.90K

0.00%

R. W. Roge & Company, Inc.

1.90K

Mar 31, 26

-677

0.00%

Morton Capital Management LLC/CA

1.90K

Mar 31, 26

+613

0.00%

CGN Advisors LLC

1.90K

Mar 31, 26

-136

0.00%

Hoese & Co LLP

1.89K

Mar 31, 26

0.00%

ETF Portfolio Partners, Inc.

1.89K

Mar 31, 26

-172

0.00%

Meridian Wealth Partners, LLC

1.87K

Mar 31, 26

0.00%

HOWARD WEALTH MANAGEMENT, LLC

1.86K

Mar 31, 26

-12

0.00%

PETTYJOHN, WOOD & WHITE, INC

1.85K

Mar 31, 26

-14

0.00%

Bensler, LLC

1.85K

Mar 31, 26

+840

0.00%

Ariadne Wealth Management, LP

1.85K

Mar 31, 26

0.00%

First Bank & Trust

1.85K

Mar 31, 26

-45

0.00%

Waterloo Capital, L.P.

1.85K

Mar 31, 26

-3

0.00%

DHJJ Financial Advisors, Ltd.

1.85K

Mar 31, 26

+488

0.00%

Marion Wealth Management

1.84K

Mar 31, 26

0.00%

Canandaigua National Trust Co of Florida

1.82K

Mar 31, 26

-43

0.00%

BSW Wealth Partners

1.82K

Mar 31, 26

-4

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.81K

Mar 31, 26

0.00%

Westmount Partners, LLC

1.81K

Mar 31, 26

0.00%

Carr Financial Group Corp

1.81K

Mar 31, 26

-433

0.00%

Live Oak Private Wealth LLC

1.80K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.79K

Mar 31, 26

+108

0.00%

Fort Sheridan Advisors LLC

1.79K

Mar 31, 26

+158

0.00%

Chicago Capital, LLC

1.79K

Mar 31, 26

+57

0.00%

Hutchens & Kramer Investment Management Group, LLC

1.78K

Mar 31, 26

+55

0.00%

WESTBOURNE INVESTMENTS, INC.

1.77K

Mar 31, 26

0.00%

Goepper Burkhardt LLC

1.77K

Mar 31, 26

-111

0.00%

TRUE Private Wealth Advisors

1.77K

Mar 31, 26

+1.77K

0.00%

AM INVESTMENT STRATEGIES LLC

1.76K

Mar 31, 26

0.00%

Dunhill Financial, LLC

1.76K

Mar 31, 26

+786

0.00%

Sightline Wealth Advisors, LLC

1.76K

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

1.75K

Mar 31, 26

0.00%

Financial Partners Group, Inc

1.75K

Mar 31, 26

-7

0.00%

CAPITAL CITY TRUST CO/FL

1.75K

Mar 31, 26

0.00%

CORA CAPITAL ADVISORS LLC

1.75K

Mar 31, 26

-220

0.00%

Verum Partners LLC

1.74K

Mar 31, 26

0.00%

NorthLanding Financial Partners, LLC

1.74K

Mar 31, 26

-12

0.00%

DAVIS R M INC

1.74K

Mar 31, 26

0.00%

Shira Ridge Wealth Management

1.74K

Mar 31, 26

-6

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.74K

Mar 31, 26

+861

0.00%

Everstar Asset Management, LLC

1.72K

Mar 31, 26

0.00%

Capital Investment Counsel, LLC

1.72K

Mar 31, 26

0.00%

Accretive Wealth Partners, LLC

1.71K

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

1.70K

Mar 31, 26

+86

0.00%

Hickory Point Bank & Trust

1.70K

Mar 31, 26

0.00%

Hardy Reed LLC

1.70K

Mar 31, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

1.70K

Mar 31, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

1.69K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

1.69K

Mar 31, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

1.67K

Mar 31, 26

-4

0.00%

Thrive Wealth Management, LLC

1.67K

Mar 31, 26

+232

0.00%

Hardin Capital Partners, LLC

1.66K

Mar 31, 26

+138

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

1.66K

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

1.66K

Mar 31, 26

-492

0.00%

Grantvest Financial Group LLC

1.66K

Mar 31, 26

-99

0.00%

ZACKS INVESTMENT MANAGEMENT

1.66K

Mar 31, 26

+243

0.00%

NAPLES GLOBAL ADVISORS, LLC

1.65K

Mar 31, 26

0.00%

BECKER CAPITAL MANAGEMENT INC

1.65K

Mar 31, 26

-1.81K

0.00%

Gainplan LLC

1.64K

Mar 31, 26

-8.87K

0.00%

FISCHER INVESTMENT STRATEGIES, LLC

1.64K

Mar 31, 26

-407

0.00%

Avestar Capital, LLC

1.64K

Mar 31, 26

-5

0.00%

Covestor Ltd

1.63K

Mar 31, 26

+67

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

1.63K

Mar 31, 26

0.00%

WASHINGTON GROWTH STRATEGIES LLC

1.63K

Mar 31, 26

-171

0.00%

Newport Capital Group, LLC

1.63K

Mar 31, 26

-21

0.00%

RVW Wealth, LLC

1.62K

Mar 31, 26

0.00%

MYECFO, LLC

1.61K

Mar 31, 26

+80

0.00%

GDS Wealth Management

1.60K

Mar 31, 26

+21

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.60K

Mar 31, 26

+35

0.00%

Cladis Investment Advisory, LLC

1.59K

Mar 31, 26

0.00%

Banque Transatlantique SA

1.59K

Mar 31, 26

+1.59K

0.00%

River Wealth Advisors LLC

1.59K

Mar 31, 26

-8

0.00%

NORTH STAR ASSET MANAGEMENT INC

1.58K

Mar 31, 26

0.00%

RETIREMENT FINANCIAL SOLUTIONS, LLC

1.58K

Mar 31, 26

+64

0.00%

FAIRFIELD, BUSH & CO.

1.58K

Mar 31, 26

0.00%

First National Advisers, LLC

1.57K

Mar 31, 26

+593

0.00%

MontVue Capital Management, Inc.

1.57K

Mar 31, 26

0.00%

Allred Capital Management, LLC

1.57K

Mar 31, 26

-8

0.00%

EQUITABLE TRUST CO

1.57K

Mar 31, 26

0.00%

CHANNEL WEALTH LLC

1.55K

Mar 31, 26

-137

0.00%

LMG Wealth Partners, LLC

1.55K

Mar 31, 26

-21

0.00%

TILIA FIDUCIARY PARTNERS, INC.

1.55K

Mar 31, 26

+120

0.00%

Opus Capital Group, LLC

1.55K

Mar 31, 26

0.00%

SIGMA INVESTMENT COUNSELORS INC

1.55K

Mar 31, 26

-42

0.00%

Crews Bank & Trust

1.54K

Mar 31, 26

-50

0.00%

Gouws Capital LLC

1.54K

Mar 31, 26

0.00%

Joseph P. Lucia & Associates, LLC

1.54K

Mar 31, 26

0.00%

Madison Asset Management, LLC

1.54K

Mar 31, 26

-1.58K

0.00%

Granite Harbor Advisors, Inc.

1.54K

Mar 31, 26

0.00%

PATTEN & PATTEN INC/TN

1.53K

Mar 31, 26

0.00%

Copia Wealth Management

1.53K

Mar 31, 26

-306

0.00%

M1 Capital Management LLC

1.52K

Mar 31, 26

0.00%

Quadcap Wealth Management, LLC

1.52K

Mar 31, 26

+39

0.00%

SEARLE & CO.

1.52K

Mar 31, 26

+522

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

1.52K

Mar 31, 26

0.00%

AssuredPartners Investment Advisors, LLC

1.52K

Mar 31, 26

+1.52K

0.00%

TUDOR INVESTMENT CORP ET AL

1.52K

Mar 31, 26

+1.52K

0.00%

Traynor Capital Management, Inc.

1.51K

Mar 31, 26

+1.51K

0.00%

180 WEALTH ADVISORS, LLC

1.51K

Mar 31, 26

-21

0.00%

Clearstead Trust, LLC

1.51K

Mar 31, 26

-37

0.00%

Stockman Wealth Management, Inc.

1.50K

Mar 31, 26

-433

0.00%

1.50K

Mar 31, 26

+522

0.00%

FourThought Financial Partners, LLC

1.50K

Mar 31, 26

0.00%

Westside Investment Management, Inc.

1.50K

Mar 31, 26

+130

0.00%

Serenus Wealth Advisors, LLC

1.50K

Mar 31, 26

0.00%

MTM Investment Management, LLC

1.49K

Mar 31, 26

+191

0.00%

Wealthcare Capital Partners, LLC

1.49K

Mar 31, 26

+31

0.00%

Asset Allocation & Management Company, LLC

1.49K

Mar 31, 26

0.00%

Y-Intercept (Hong Kong) Ltd

1.48K

Mar 31, 26

+1.48K

0.00%

Wick Capital Partners, LLC

1.48K

Mar 31, 26

+197

0.00%

EPG Wealth Management LLC

1.47K

Mar 31, 26

0.00%

WATERS PARKERSON & CO., LLC

1.47K

Mar 31, 26

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

1.47K

Mar 31, 26

+1.47K

0.00%

ARTHUR M. COHEN & ASSOCIATES, LLC

1.45K

Mar 31, 26

0.00%

Allodium Investment Consultants, LLC

1.45K

Mar 31, 26

-67

0.00%

Venturi Wealth Management, LLC

1.45K

Mar 31, 26

+13

0.00%

JOURNEY STRATEGIC WEALTH LLC

1.44K

Mar 31, 26

-238

0.00%

RAM Investment Partners, LLC

1.44K

Mar 31, 26

0.00%

SEMITAM BONAM LLC

1.44K

Mar 31, 26

-39

0.00%

Pacific Sage Partners, LLC

1.44K

Mar 31, 26

-81

0.00%

Miller Financial Services LLC

1.44K

Mar 31, 26

+476

0.00%

Bank of Jackson Hole Trust

1.43K

Mar 31, 26

+25

0.00%

VERITY Wealth Advisors

1.43K

Mar 31, 26

0.00%

WIMMER ASSOCIATES 1, LLC

1.43K

Mar 31, 26

+42

0.00%

WealthShield Partners, LLC

1.43K

Mar 31, 26

+56

0.00%

Tower View Investment Management & Research LLC

1.42K

Mar 31, 26

-1

0.00%

Berger Financial Group, Inc

1.42K

Mar 31, 26

0.00%

POTENTIA WEALTH

1.42K

Mar 31, 26

0.00%

Abound Wealth Management

1.42K

Mar 31, 26

0.00%

Sage Financial Management Group, Inc.

1.41K

Mar 31, 26

-99

0.00%

UNIVEST FINANCIAL Corp

1.41K

Mar 31, 26

+238

0.00%

Madison Wealth Partners, Inc

1.41K

Mar 31, 26

-55

0.00%

Smith, Salley & Associates

1.41K

Mar 31, 26

0.00%

McCollum Christoferson Group LLC

1.41K

Mar 31, 26

-116

0.00%

Balboa Wealth Partners

1.41K

Mar 31, 26

+360

0.00%

Center For Asset Management LLC

1.40K

Mar 31, 26

-700

0.00%

Maridea Wealth Management LLC

1.40K

Mar 31, 26

+271

0.00%

BFSG, LLC

1.39K

Mar 31, 26

+85

0.00%

M.E. ALLISON & CO., INC.

1.39K

Mar 31, 26

0.00%

1ST SOURCE BANK

1.39K

Mar 31, 26

+20

0.00%

Alta Wealth Advisors LLC

1.39K

Mar 31, 26

0.00%

Intelligence Driven Advisers, LLC

1.39K

Mar 31, 26

0.00%

Radnor Capital Management, LLC

1.39K

Mar 31, 26

0.00%

DGS Capital Management, LLC

1.39K

Mar 31, 26

+221

0.00%

Granite FO LLC

1.39K

Mar 31, 26

0.00%

First National Bank of Mount Dora, Trust Investment Services

1.38K

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

1.38K

Mar 31, 26

-267

0.00%

Focused Wealth Management, Inc

1.37K

Mar 31, 26

+1.37K

0.00%

Sunburst Financial Group, LLC

1.37K

Mar 31, 26

+463

0.00%

FRG Family Wealth Advisors LLC

1.37K

Mar 31, 26

0.00%

LifeGuide Financial Advisors, LLC

1.36K

Mar 31, 26

0.00%

Grove Street Fiduciary, LLC

1.36K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

1.35K

Mar 31, 26

+1.24K

0.00%

Wayfinding Financial, LLC

1.35K

Mar 31, 26

0.00%

Slow Capital, Inc.

1.35K

Mar 31, 26

-515

0.00%

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

1.35K

Mar 31, 26

-13

0.00%

SILVER OAK SECURITIES, INCORPORATED

1.34K

Mar 31, 26

-4.51K

0.00%

Willis Johnson & Associates, Inc.

1.33K

Mar 31, 26

-20

0.00%

TOMPKINS FINANCIAL CORP

1.33K

Mar 31, 26

+702

0.00%

Cynosure Group, LLC

1.33K

Mar 31, 26

0.00%

Global Strategic Investment Solutions, LLC

1.33K

Mar 31, 26

-798

0.00%

Falcon Wealth Planning

1.33K

Mar 31, 26

+58

0.00%

Prepared Retirement Institute LLC

1.33K

Mar 31, 26

-4

0.00%

Evolution Advisers, Inc.

1.33K

Mar 31, 26

-68

0.00%

AVAII WEALTH MANAGEMENT, LLC

1.31K

Mar 31, 26

0.00%

Canvas Wealth Advisors, LLC

1.31K

Mar 31, 26

-87

0.00%

Aspiring Ventures, LLC

1.31K

Mar 31, 26

+1.31K

0.00%

Umpqua Bank

1.30K

Mar 31, 26

+33

0.00%

Trace Wealth Advisors, LLC

1.30K

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

1.30K

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

1.30K

Mar 31, 26

-58

0.00%

VESTOR CAPITAL, LLC

1.29K

Mar 31, 26

+601

0.00%

SkyOak Wealth, LLC

1.29K

Mar 31, 26

+236

0.00%

Capstone Wealth Management Group LLC

1.29K

Mar 31, 26

-14

0.00%

Elgethun Capital Management

1.28K

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

1.28K

Mar 31, 26

+243

0.00%

LeClair Wealth Partners LLC

1.28K

Mar 31, 26

+1.28K

0.00%

Ipsen Advisor Group LLC

1.28K

Mar 31, 26

-10

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

1.28K

Mar 31, 26

+1.28K

0.00%

MONEY CONCEPTS CAPITAL CORP

1.27K

Mar 31, 26

+167

0.00%

Clearwater Capital Advisors, LLC

1.27K

Mar 31, 26

+190

0.00%

Parcion Private Wealth LLC

1.27K

Mar 31, 26

+1.27K

0.00%

Investment Partners Asset Management, Inc.

1.27K

Mar 31, 26

0.00%

Mathes Company, Inc.

1.27K

Mar 31, 26

0.00%

COLUMBIA ADVISORY PARTNERS LLC

1.27K

Mar 31, 26

-23

0.00%

Greenspring Advisors, LLC

1.26K

Mar 31, 26

-1.36K

0.00%

FORBES J M & CO LLP

1.26K

Mar 31, 26

+1.26K

0.00%

ELEMENT POINTE ADVISORS, LLC

1.26K

Mar 31, 26

-205

0.00%

Argent Advisors, Inc.

1.26K

Mar 31, 26

+26

0.00%

VICUS CAPITAL

1.26K

Mar 31, 26

+109

0.00%

WHALEROCK POINT PARTNERS, LLC

1.25K

Mar 31, 26

0.00%

NORDEN GROUP LLC

1.25K

Mar 31, 26

+1.25K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

1.25K

Mar 31, 26

-115

0.00%

Redwood Financial Network Corp

1.25K

Mar 31, 26

-164

0.00%

Shepherd Financial Partners LLC

1.25K

Mar 31, 26

+42

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

1.24K

Mar 31, 26

-24

0.00%

Claro Advisors LLC

1.24K

Mar 31, 26

-15

0.00%

Aviance Capital Partners, LLC

1.24K

Mar 31, 26

+16

0.00%

WealthCare Investment Partners, LLC

1.24K

Mar 31, 26

-77

0.00%

TRUSTCO BANK CORP N Y

1.23K

Mar 31, 26

0.00%

Seneca Financial Advisors LLC

1.23K

Mar 31, 26

-34

0.00%

Frazier Financial Advisors, LLC

1.23K

Mar 31, 26

+133

0.00%

David J Yvars Group

1.23K

Mar 31, 26

0.00%

United Advisor Group, LLC

1.23K

Mar 31, 26

-11

0.00%

Herold Advisors, Inc.

1.22K

Mar 31, 26

+208

0.00%

Westshore Wealth, LLC

1.22K

Mar 31, 26

-1.32K

0.00%

Olistico Wealth, LLC

1.21K

Mar 31, 26

-10

0.00%

Guardian Wealth Advisors, LLC

1.21K

Mar 31, 26

+88

0.00%

MARIPAU WEALTH MANAGEMENT LLC

1.21K

Mar 31, 26

+441

0.00%

YHB Investment Advisors, Inc.

1.20K

Mar 31, 26

0.00%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

1.19K

Mar 31, 26

-4

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

1.19K

Mar 31, 26

+1.19K

0.00%

Private Wealth Partners, LLC

1.19K

Mar 31, 26

0.00%

Regent Peak Wealth Advisors LLC

1.19K

Mar 31, 26

-35

0.00%

HT Partners LLC

1.19K

Mar 31, 26

0.00%

Proficio Capital Partners LLC

1.19K

Mar 31, 26

-108

0.00%

Sonoma Private Wealth LLC

1.19K

Mar 31, 26

+18

0.00%

Pekin Hardy Strauss, Inc.

1.18K

Mar 31, 26

+272

0.00%

SYM FINANCIAL Corp

1.18K

Mar 31, 26

0.00%

Citizens National Bank Trust Department

1.18K

Mar 31, 26

0.00%

InTrack Investment Management Inc

1.18K

Mar 31, 26

-355

0.00%

MGO Private Wealth, LLC

1.17K

Mar 31, 26

-8.65K

0.00%

Legacy Financial Advisors, Inc.

1.17K

Mar 31, 26

-21

0.00%

Moment Partners, LLC

1.17K

Mar 31, 26

0.00%

Northeast Financial Group, Inc.

1.17K

Mar 31, 26

-260

0.00%

Prosperity Planning, Inc.

1.16K

Mar 31, 26

0.00%

Tyche Wealth Partners LLC

1.16K

Mar 31, 26

+280

0.00%

Strategic Advisors LLC

1.16K

Mar 31, 26

0.00%

FORTRESS FINANCIAL GROUP, LLC

1.16K

Mar 31, 26

+1.16K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

1.16K

Mar 31, 26

-3

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

1.16K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

1.15K

Mar 31, 26

-12

0.00%

CADINHA & CO LLC

1.15K

Mar 31, 26

0.00%

Summit Wealth Group, LLC

1.15K

Mar 31, 26

+53

0.00%

ADE, LLC

1.14K

Mar 31, 26

0.00%

Rossby Financial, LCC

1.14K

Mar 31, 26

+503

0.00%

Bogart Wealth, LLC

1.14K

Mar 31, 26

-234

0.00%

WEST MICHIGAN ADVISORS, LLC

1.13K

Mar 31, 26

-2

0.00%

Disciplined Investors, L.L.C.

1.13K

Mar 31, 26

0.00%

Compass Advisory Group LLC

1.13K

Mar 31, 26

0.00%

HARMONY ASSET MANAGEMENT LLC

1.12K

Mar 31, 26

+1.12K

0.00%

PTM WEALTH MANAGEMENT, LLC

1.12K

Mar 31, 26

-215

0.00%

ARS Wealth Advisors Group, LLC

1.12K

Mar 31, 26

+48

0.00%

MKT Advisors LLC

1.11K

Mar 31, 26

-1

0.00%

Lynx Investment Advisory

1.11K

Mar 31, 26

+1.11K

0.00%

Madison Park Capital Advisors, LLC

1.11K

Mar 31, 26

+13

0.00%

GREENLEAF TRUST

1.11K

Mar 31, 26

+224

0.00%

Indiana Trust & Investment Management CO

1.10K

Mar 31, 26

-623

0.00%

Integrity Financial Corp /WA

1.10K

Mar 31, 26

+654

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

1.10K

Mar 31, 26

-3.49K

0.00%

ENTREWEALTH, LLC

1.10K

Mar 31, 26

0.00%

Helium Advisors LLC

1.09K

Mar 31, 26

0.00%

Valley Brook Capital Group, Inc.

1.09K

Mar 31, 26

+260

0.00%

BARRETT & COMPANY, INC.

1.09K

Mar 31, 26

0.00%

Weitzel Financial Services, Inc.

1.09K

Mar 31, 26

0.00%

Miramar Capital, LLC

1.09K

Mar 31, 26

0.00%

GREENWOOD CAPITAL ASSOCIATES LLC

1.09K

Mar 31, 26

-100

0.00%

Foundation Wealth Management, LLC\PA

1.09K

Mar 31, 26

0.00%

Edgemoor Investment Advisors, Inc.

1.09K

Mar 31, 26

0.00%

HTG Investment Advisors, Inc.

1.09K

Mar 31, 26

0.00%

PENOBSCOT WEALTH MANAGEMENT

1.09K

Mar 31, 26

-78

0.00%

Kovitz Investment Group Partners, LLC

1.09K

Mar 31, 26

+1.09K

0.00%

CCG WEALTH MANAGEMENT, LLC

1.08K

Mar 31, 26

+111

0.00%

TBH Global Asset Management, LLC

1.08K

Mar 31, 26

+1.08K

0.00%

McLean Asset Management Corp

1.08K

Mar 31, 26

+32

0.00%

DEARBORN PARTNERS LLC

1.08K

Mar 31, 26

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

1.08K

Mar 31, 26

+1.08K

0.00%

Ironwood Wealth Management, LLC.

1.07K

Mar 31, 26

-51

0.00%

Michels Family Financial, LLC

1.07K

Mar 31, 26

-44

0.00%

Granite Group Advisors, LLC

1.07K

Mar 31, 26

-10

0.00%

Sensible Money, LLC

1.05K

Mar 31, 26

+281

0.00%

Trek Financial, LLC

1.05K

Mar 31, 26

+213

0.00%

Refined Wealth Management

1.05K

Mar 31, 26

-12.31K

0.00%

Midwest Professional Planners, LTD.

1.05K

Mar 31, 26

-19

0.00%

Element Wealth, LLC

1.05K

Mar 31, 26

0.00%

EVERPAR ADVISORS LLC

1.05K

Mar 31, 26

+192

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

1.05K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

1.05K

Mar 31, 26

+92

0.00%

Stanley-Laman Group, Ltd.

1.05K

Mar 31, 26

+1.05K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.04K

Mar 31, 26

+193

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

1.04K

Mar 31, 26

0.00%

Fragasso Group Inc.

1.04K

Mar 31, 26

-35

0.00%

tru Independence LLC

1.04K

Mar 31, 26

0.00%

KWB Wealth

1.04K

Mar 31, 26

0.00%

Northside Capital Management, LLC

1.03K

Mar 31, 26

+1.03K

0.00%

FOSTER & MOTLEY INC

1.03K

Mar 31, 26

+265

0.00%

Aletheian Wealth Advisors LLC

1.03K

Mar 31, 26

+1.03K

0.00%

Providence Capital Advisors, LLC

1.02K

Mar 31, 26

-165

0.00%

Perfromance Wealth Partners, LLC

1.02K

Mar 31, 26

-29

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

1.02K

Mar 31, 26

-35

0.00%

Hoxton Planning & Management, LLC

1.02K

Mar 31, 26

0.00%

Old Port Advisors

1.02K

Mar 31, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

1.01K

Mar 31, 26

+98

0.00%

Midwest Financial Group LLC

1.01K

Mar 31, 26

0.00%

CATHY PARETO & ASSOCIATES, INC

1.01K

Mar 31, 26

+63

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

1.01K

Mar 31, 26

-23

0.00%

ACIMA PRIVATE WEALTH, LLC

1.01K

Mar 31, 26

0.00%

Powerhouse Assets LLC

1.01K

Mar 31, 26

-300

0.00%

Tradition Wealth Management, LLC

1.00K

Mar 31, 26

0.00%

M Wealth Management, LLC

1.00K

Mar 31, 26

0.00%

Cypress Point Wealth Management, LLC

1.00K

Mar 31, 26

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

1.00K

Mar 31, 26

-129

0.00%

Glassman Wealth Services

999

Mar 31, 26

0.00%

Embree Financial Group

998

Mar 31, 26

-49

0.00%

Courage Miller Partners, LLC

998

Mar 31, 26

0.00%

Tortoise Investment Management, LLC

990

Mar 31, 26

-364

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

990

Mar 31, 26

0.00%

Clarendon Private LLC

988

Mar 31, 26

0.00%

S&T BANK/PA

987

Mar 31, 26

-378

0.00%

Hubbell Strickland Wealth Management, LLC

987

Mar 31, 26

+75

0.00%

Integris Wealth Management, LLC

986

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

984

Mar 31, 26

-43

0.00%

Private Capital Management, LLC

982

Mar 31, 26

0.00%

Kerntke Otto McGlone Wealth Management Group

976

Mar 31, 26

-35

0.00%

Traub Capital Management LLC

973

Mar 31, 26

0.00%

Legacy Bridge, LLC

972

Mar 31, 26

0.00%

NOVUS ADVISORS, LLC

970

Mar 31, 26

+85

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

966

Mar 31, 26

0.00%

North Capital, Inc.

965

Mar 31, 26

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

965

Mar 31, 26

0.00%

Summit Asset Management, LLC

962

Mar 31, 26

0.00%

GSG Advisors LLC

959

Mar 31, 26

0.00%

REGIMEN WEALTH, LLC

954

Mar 31, 26

+20

0.00%

Henrickson Nauta Wealth Advisors, Inc.

950

Mar 31, 26

-950

0.00%

Solstein Capital, LLC

949

Mar 31, 26

0.00%

SOUTHERN CAPITAL ADVISORS, LLC

946

Mar 31, 26

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

943

Mar 31, 26

0.00%

Key FInancial Inc

940

Mar 31, 26

-155

0.00%

Astoria Strategic Wealth, Inc.

938

Mar 31, 26

0.00%

Financial Advisors Network, Inc.

938

Mar 31, 26

0.00%

Cooper Financial Group

937

Mar 31, 26

+15

0.00%

Klingman & Associates, LLC

937

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

936

Mar 31, 26

+181

0.00%

One Wealth Advisors, LLC

935

Mar 31, 26

0.00%

CALTON & ASSOCIATES, INC.

929

Mar 31, 26

+30

0.00%

Edgestream Partners, L.P.

928

Mar 31, 26

+928

0.00%

Echo Wealth Management, LLC

924

Mar 31, 26

-92

0.00%

Ted Buchan & Co

921

Mar 31, 26

+15

0.00%

SEEDS INVESTOR LLC

920

Mar 31, 26

+920

0.00%

Intrepid Financial Planning Group LLC

920

Mar 31, 26

0.00%

BALANCED WEALTH GROUP LLC

918

Mar 31, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

916

Mar 31, 26

0.00%

Arvest Bank Trust Division

915

Mar 31, 26

-75

0.00%

LOWERY THOMAS, LLC

912

Mar 31, 26

-47

0.00%

Bay Capital Advisors, LLC

903

Mar 31, 26

-28

0.00%

Sharp Financial Services, LLC

902

Mar 31, 26

+52

0.00%

North Ridge Wealth Advisors, Inc.

901

Mar 31, 26

+461

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

900

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

896

Mar 31, 26

-48

0.00%

Strategic Wealth Partners, Ltd.

894

Mar 31, 26

+34

0.00%

Horizon Investment Services, LLC

892

Mar 31, 26

0.00%

CVA Family Office, LLC

891

Mar 31, 26

+531

0.00%

Greenfield Savings Bank

891

Mar 31, 26

0.00%

First Long Island Investors, LLC

890

Mar 31, 26

0.00%

DENVER WEALTH MANAGEMENT, INC.

890

Mar 31, 26

0.00%

Compass Ion Advisors, LLC

889

Mar 31, 26

0.00%

ENZI WEALTH

888

Mar 31, 26

0.00%

First Heartland Consultants, Inc.

887

Mar 31, 26

-2.81K

0.00%

BARR E S & CO

885

Mar 31, 26

0.00%

Code Waechter LLC

884

Mar 31, 26

+884

0.00%

SHAYNE & CO., LLC

884

Mar 31, 26

+884

0.00%

FIRST FINANCIAL BANKSHARES INC

883

Mar 31, 26

0.00%

Fiduciary Group LLC

878

Mar 31, 26

0.00%

Team Hewins, LLC

878

Mar 31, 26

-19

0.00%

Prasad Wealth Partners, LLC

869

Mar 31, 26

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

867

Mar 31, 26

0.00%

Gibson Wealth Advisors LLC

866

Mar 31, 26

0.00%

Ellsworth Advisors, LLC

862

Mar 31, 26

0.00%

Centurion Wealth Management LLC

859

Mar 31, 26

-95

0.00%

RAINIER FAMILY WEALTH INC

859

Mar 31, 26

0.00%

WNY Asset Management, LLC

858

Mar 31, 26

+858

0.00%

Plotkin Financial Advisors, LLC

857

Mar 31, 26

0.00%

Monument Group Wealth Advisors, LLC

856

Mar 31, 26

-44

0.00%

SAXON INTERESTS, INC.

851

Mar 31, 26

-1

0.00%

Signal Advisors Wealth, LLC

850

Mar 31, 26

+850

0.00%

INSIGNEO ADVISORY SERVICES, LLC

848

Mar 31, 26

-199

0.00%

Arlington Trust Co LLC

847

Mar 31, 26

+609

0.00%

Carson Advisory Inc.

847

Mar 31, 26

+82

0.00%

Vermillion Wealth Management, Inc.

846

Mar 31, 26

0.00%

Tenon Financial LLC

845

Mar 31, 26

+845

0.00%

Summit Global Investments

843

Mar 31, 26

+29

0.00%

Red Mountain Financial, LLC

841

Mar 31, 26

0.00%

Ally Invest Advisors Inc.

841

Mar 31, 26

-386

0.00%

BostonPremier Wealth LLC

840

Mar 31, 26

0.00%

WealthPlan Investment Management, LLC

838

Mar 31, 26

+838

0.00%

Mendel Capital Management LLC

834

Mar 31, 26

+834

0.00%

ABLE Financial Group, LLC

831

Mar 31, 26

-160

0.00%

Corundum Group, Inc.

830

Mar 31, 26

-60

0.00%

Abacus Planning Group, Inc.

830

Mar 31, 26

0.00%

NOESIS CAPITAL MANGEMENT CORP

830

Mar 31, 26

+110

0.00%

SITTNER & NELSON, LLC

830

Mar 31, 26

0.00%

Passive Capital Management, LLC.

829

Mar 31, 26

0.00%

Novak & Powell Financial Services, Inc.

828

Mar 31, 26

-1.25K

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

828

Mar 31, 26

0.00%

Strategic Wealth Investment Group, LLC

827

Mar 31, 26

0.00%

Wise Wealth Partners

825

Mar 31, 26

+27

0.00%

Consolidated Planning Corp

822

Mar 31, 26

-875

0.00%

Sound Stewardship, LLC

822

Mar 31, 26

0.00%

Axis Wealth Partners, LLC

818

Mar 31, 26

-142

0.00%

Heartland Bank & Trust Co

818

Mar 31, 26

+818

0.00%

Flower City Capital

818

Mar 31, 26

0.00%

Waterway Wealth Management, LLC

816

Mar 31, 26

+816

0.00%

VisionPoint Advisory Group, LLC

812

Mar 31, 26

-85

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

811

Mar 31, 26

0.00%

Strategic Financial Partners, Ltd.

811

Mar 31, 26

+82

0.00%

MRWM Advisors, LLC

811

Mar 31, 26

0.00%

Next Capital Management LLC

809

Mar 31, 26

0.00%

XY Planning Network, Inc.

808

Mar 31, 26

+808

0.00%

Weaver Consulting Group

807

Mar 31, 26

-100

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

806

Mar 31, 26

0.00%

Midwest Capital Advisors, LLC

803

Mar 31, 26

-72

0.00%

HHM Wealth Advisors, LLC

801

Mar 31, 26

0.00%

Confluence Wealth Services, Inc.

801

Mar 31, 26

0.00%

REGATTA CAPITAL GROUP, LLC

801

Mar 31, 26

+801

0.00%

Auxano Advisors, LLC

800

Mar 31, 26

+47

0.00%

LFA - Lugano Financial Advisors SA

800

Mar 31, 26

0.00%

OPTIONS SOLUTIONS, LLC

800

Mar 31, 26

0.00%

Solidarity Wealth, LLC

800

Mar 31, 26

+106

0.00%

L2 Asset Management, LLC

800

Mar 31, 26

+800

0.00%

DF DENT & CO INC

796

Mar 31, 26

+96

0.00%

CMH Wealth Management LLC

796

Mar 31, 26

+796

0.00%

Cardinal Point Capital Management, ULC

794

Mar 31, 26

-162

0.00%

Beaumont Asset Management, L.L.C.

789

Mar 31, 26

+55

0.00%

RMR Wealth Builders

787

Mar 31, 26

-141

0.00%

MIDDLETON & CO INC/MA

784

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

784

Mar 31, 26

+18

0.00%

CARRET ASSET MANAGEMENT, LLC

783

Mar 31, 26

0.00%

Hudock, Inc.

783

Mar 31, 26

0.00%

XTX Topco Ltd

782

Mar 31, 26

-372

0.00%

Prospect Financial Group LLC

782

Mar 31, 26

0.00%

BRAVE ASSET MANAGEMENT INC

780

Mar 31, 26

+780

0.00%

FINANCIAL LIFE ADVISORS

778

Mar 31, 26

0.00%

Brooklyn FI, LLC

776

Mar 31, 26

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

775

Mar 31, 26

0.00%

Allen Investment Management LLC

775

Mar 31, 26

+775

0.00%

SUMMITRY LLC

775

Mar 31, 26

+775

0.00%

Towneley Capital Management, Inc / DE

775

Mar 31, 26

0.00%

Schrum Private Wealth Management LLC

775

Mar 31, 26

+775

0.00%

Shearwater Capital LLC

774

Mar 31, 26

+774

0.00%

C2C Wealth Management, LLC

772

Mar 31, 26

0.00%

Old North State Wealth Management, LLC

771

Mar 31, 26

0.00%

Waycross Investment Management Co

771

Mar 31, 26

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

770

Mar 31, 26

0.00%

Raab & Moskowitz Asset Management LLC

769

Mar 31, 26

0.00%

NORRIS PERNE & FRENCH LLP/MI

768

Mar 31, 26

-862

0.00%

Gutierrez Wealth Advisory, LLC

767

Mar 31, 26

0.00%

BARLOW WEALTH PARTNERS, INC.

765

Mar 31, 26

0.00%

Wallace Capital Management Inc.

765

Mar 31, 26

0.00%

BANK OF NOVA SCOTIA

759

Mar 31, 26

0.00%

Uniting Wealth Partners, LLC

757

Mar 31, 26

+757

0.00%

WINCAP FINANCIAL LLC

753

Mar 31, 26

+753

0.00%

BROWN, LISLE/CUMMINGS, INC.

751

Mar 31, 26

0.00%

GODSEY & GIBB, INC

751

Mar 31, 26

-44

0.00%

CEERA INVESTMENTS, LLC

750

Mar 31, 26

+750

0.00%

BURNS J W & CO INC/NY

750

Mar 31, 26

0.00%

Manhattan West Asset Management, LLC

747

Mar 31, 26

+747

0.00%

WealthTrust Axiom LLC

746

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

746

Mar 31, 26

0.00%

EWA, LLC

737

Mar 31, 26

-49

0.00%

Trellis Wealth Advisors LLC

733

Mar 31, 26

+733

0.00%

Violich Capital Management, Inc.

730

Mar 31, 26

0.00%

Main Management LLC

727

Mar 31, 26

-46

0.00%

Atlatl Advisers LLC

727

Mar 31, 26

-18

0.00%

Beacon Financial Advisory LLC

726

Mar 31, 26

+726

0.00%

Trilogy Capital Inc.

724

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

722

Mar 31, 26

0.00%

Straight Path Wealth Management

720

Mar 31, 26

+720

0.00%

ARQ WEALTH ADVISORS, LLC

719

Mar 31, 26

+719

0.00%

MYCIO WEALTH PARTNERS, LLC

719

Mar 31, 26

0.00%

United Community Bank

719

Mar 31, 26

+52

0.00%

Mechanics Bank Trust Department

717

Mar 31, 26

0.00%

RDA Financial Network

715

Mar 31, 26

+715

0.00%

CLARK FINANCIAL SERVICES GROUP INC /BD

714

Mar 31, 26

-19

0.00%

Nicholson Wealth Management Group, LLC

714

Mar 31, 26

0.00%

Sunflower Bank, N.A.

712

Mar 31, 26

0.00%

CHILDRESS CAPITAL ADVISORS, LLC

712

Mar 31, 26

+712

0.00%

CAPITAL ADVISORS INC/OK

712

Mar 31, 26

-24

0.00%

Trademark Financial Management, LLC

710

Mar 31, 26

+710

0.00%

Narwhal Capital Management

709

Mar 31, 26

0.00%

HFG Advisors, Inc.

708

Mar 31, 26

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

708

Mar 31, 26

0.00%

CLG LLC

708

Mar 31, 26

0.00%

Safeguard Investment Advisory Group, LLC

708

Mar 31, 26

-97

0.00%

Grant Private Wealth Management Inc

707

Mar 31, 26

0.00%

Catalina Capital Group, LLC

707

Mar 31, 26

0.00%

Gray Private Wealth, LLC

703

Mar 31, 26

0.00%

Southeast Asset Advisors Inc.

702

Mar 31, 26

+702

0.00%

First Western Trust Bank

701

Mar 31, 26

+701

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

701

Mar 31, 26

-9

0.00%

Azimuth Capital Investment Management LLC

700

Mar 31, 26

-15

0.00%

RIVERSEDGE ADVISORS, LLC

699

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

698

Mar 31, 26

-66

0.00%

Richardson Capital Management LLC

696

Mar 31, 26

0.00%

Fairman Group, LLC

669

Mar 31, 26

0.00%

10Elms LLP

665

Mar 31, 26

+25

0.00%

AMERIFLEX GROUP, INC.

663

Mar 31, 26

+55

0.00%

Byrne Asset Management LLC

663

Mar 31, 26

-47

0.00%

GGM Financials LLC

662

Mar 31, 26

+72

0.00%

Morling Financial Advisors, LLC

650

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

650

Mar 31, 26

-128

0.00%

Park Place Capital Corp

644

Mar 31, 26

+20

0.00%

C M BIDWELL & ASSOCIATES LTD

638

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

637

Mar 31, 26

+206

0.00%

First Pacific Financial

635

Mar 31, 26

-254

0.00%

Princeton Global Asset Management LLC

622

Mar 31, 26

-17

0.00%

Orion Capital Management LLC

619

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

599

Mar 31, 26

+36

0.00%

DAGCO, INC.

589

Mar 31, 26

0.00%

Rice Partnership, LLC

581

Mar 31, 26

0.00%

Clean Yield Group

568

Mar 31, 26

0.00%

ATWOOD & PALMER INC

529

Mar 31, 26

+529

0.00%

Cherry Tree Wealth Management, LLC

499

Mar 31, 26

0.00%

Synergy Investment Management, LLC

498

Mar 31, 26

+498

0.00%

Intelligent Financial Strategies

498

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

495

Mar 31, 26

-8

0.00%

Scarborough Advisors, LLC

493

Mar 31, 26

+493

0.00%

Colonial Trust Advisors

489

Mar 31, 26

0.00%

Sellwood Consulting LLC

489

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

481

Mar 31, 26

-223

0.00%

SBI Securities Co., Ltd.

476

Mar 31, 26

0.00%

Triumph Capital Management

476

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

473

Mar 31, 26

+48

0.00%

Family Management Corp

469

Mar 31, 26

0.00%

Millstone Evans Group, LLC

461

Mar 31, 26

0.00%

MONETARY MANAGEMENT GROUP INC

440

Mar 31, 26

+440

0.00%

Front Row Advisors LLC

439

Mar 31, 26

0.00%

Centennial Bank/AR/

431

Mar 31, 26

-5

0.00%

Trust Co

417

Mar 31, 26

-747

0.00%

Seneschal Advisors, LLC

415

Mar 31, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

408

Mar 31, 26

0.00%

NWK Group, Inc.

402

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

401

Mar 31, 26

-54

0.00%

Lloyd Advisory Services, LLC.

400

Mar 31, 26

+400

0.00%

Kingdom Financial Group LLC.

400

Mar 31, 26

+199

0.00%

Breakwater Investment Management

398

Mar 31, 26

-6

0.00%

Financial Perspectives, Inc

391

Mar 31, 26

+29

0.00%

RICHARDSON FINANCIAL SERVICES INC.

389

Mar 31, 26

-57

0.00%

Quest 10 Wealth Builders, Inc.

387

Mar 31, 26

-4

0.00%

Provident Wealth Management, LLC

374

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

372

Mar 31, 26

0.00%

Bollard Group LLC

366

Mar 31, 26

+366

0.00%

Bell Investment Advisors, Inc

352

Mar 31, 26

0.00%

Core Alternative Capital

350

Mar 31, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

345

Mar 31, 26

0.00%

Birch Capital Management, LLC

333

Mar 31, 26

-58

0.00%

Harbor Asset Planning, Inc.

330

Mar 31, 26

0.00%

Westfuller Advisors, LLC

329

Mar 31, 26

0.00%

Retirement Wealth Solutions LLC

326

Mar 31, 26

-166

0.00%

Wall Street Financial Group, Inc.

326

Mar 31, 26

+326

0.00%

Elevated Capital Advisors, LLC

317

Mar 31, 26

0.00%

Nemes Rush Group LLC

310

Mar 31, 26

0.00%

IMG Wealth Management, Inc.

307

Mar 31, 26

0.00%

SWAN Capital LLC

298

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

297

Mar 31, 26

+219

0.00%

BankPlus Trust Department

286

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

281

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

275

Mar 31, 26

+50

0.00%

Strategic Investment Solutions, Inc. /IL

274

Mar 31, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

268

Mar 31, 26

+250

0.00%

Anfield Capital Management, LLC

267

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

260

Mar 31, 26

+15

0.00%

Ritter Daniher Financial Advisory LLC / DE

255

Mar 31, 26

-27

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

253

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

250

Mar 31, 26

-5

0.00%

Sawyer & Company, Inc

247

Mar 31, 26

0.00%

MOTCO

240

Mar 31, 26

-29

0.00%

Steigerwald, Gordon & Koch Inc.

237

Mar 31, 26

0.00%

Fairscale Capital, LLC

232

Mar 31, 26

0.00%

Quent Capital, LLC

225

Mar 31, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

220

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

220

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

217

Mar 31, 26

0.00%

Sterling Capital Management LLC

217

Mar 31, 26

-23

0.00%

Aspect Partners, LLC

217

Mar 31, 26

0.00%

Winch Advisory Services, LLC

216

Mar 31, 26

+16

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

201

Mar 31, 26

0.00%

one8zero8, LLC

200

Mar 31, 26

-2

0.00%

Dougherty Wealth Advisers LLC

200

Mar 31, 26

0.00%

Archer Investment Corp

198

Mar 31, 26

+74

0.00%

PINNEY & SCOFIELD, INC.

196

Mar 31, 26

+196

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

195

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

195

Mar 31, 26

+99

0.00%

Insight Inv LLC

194

Mar 31, 26

0.00%

Financial Connections Group, Inc.

191

Mar 31, 26

0.00%

Corsicana & Co.

190

Mar 31, 26

+37

0.00%

MASECO LLP

187

Mar 31, 26

-9

0.00%

LRI Investments, LLC

185

Mar 31, 26

0.00%

Westend Capital Management, LLC

175

Mar 31, 26

0.00%

YANKCOM Partnership

169

Mar 31, 26

0.00%

Newton One Investments LLC

167

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

162

Mar 31, 26

+51

0.00%

Cache Advisors, LLC

160

Mar 31, 26

+160

0.00%

Legacy Wealth Managment, LLC/ID

160

Mar 31, 26

+155

0.00%

WEST PACES ADVISORS INC.

146

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

144

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

144

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

141

Mar 31, 26

0.00%

Burk Holdings LLC

139

Mar 31, 26

+139

0.00%

Blume Capital Management, Inc.

139

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

133

Mar 31, 26

0.00%

CGC Financial Services, LLC

132

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

130

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

127

Mar 31, 26

0.00%

ESL Trust Services, LLC

125

Mar 31, 26

0.00%

Your Advocates Ltd., LLP

124

Mar 31, 26

0.00%

Ulland Investment Advisors, LLC

124

Mar 31, 26

0.00%

Piscataqua Savings Bank

122

Mar 31, 26

0.00%

PFS Partners, LLC

122

Mar 31, 26

-66

0.00%

Coston, McIsaac & Partners

121

Mar 31, 26

0.00%

DiNuzzo Private Wealth, Inc.

120

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

119

Mar 31, 26

0.00%

JPL Wealth Management, LLC

119

Mar 31, 26

+119

0.00%

CNB Bank

118

Mar 31, 26

0.00%

Pacifica Partners Inc.

118

Mar 31, 26

0.00%

HighMark Wealth Management LLC

116

Mar 31, 26

-19

0.00%

Luken Investment Analytics, LLC

106

Mar 31, 26

0.00%

Tripletail Wealth Management, LLC

100

Mar 31, 26

-20

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

Mar 31, 26

+17

0.00%

New Republic Capital, LLC

Mar 31, 26

0.00%

IMA Wealth, Inc.

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

-7

0.00%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Mar 31, 26

0.00%

Trifecta Capital Advisors, LLC

Mar 31, 26

0.00%

LONDON CO OF VIRGINIA

Mar 31, 26

-670

0.00%

Main Street Group, LTD

Mar 31, 26

+77

0.00%

Hurley Capital, LLC

Mar 31, 26

0.00%

Kentucky Trust Co

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

0.00%

VAN ECK ASSOCIATES CORP

Mar 31, 26

0.00%

Capital Investment Counsel, Inc

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

Mar 31, 26

+19

0.00%

Morton Brown Family Wealth, LLC

Mar 31, 26

0.00%

Davis Capital Management

Mar 31, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

Mar 31, 26

0.00%

PROTECTIVE LIFE CORP

Mar 31, 26

+48

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

+42

0.00%

Fourth Dimension Wealth, LLC

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

Mar 31, 26

0.00%

Hamilton Wealth, LLC

Mar 31, 26

+35

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

0.00%

Wallace Hart LLC

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+20

0.00%

General Partner, Inc.

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

Provenance Wealth Advisors, LLC

Mar 31, 26

-17

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

Cheviot Value Management, LLC

Mar 31, 26

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

Mar 31, 26

0.00%

Bank & Trust Co

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

+17

0.00%

Investment Research & Advisory Group, Inc.

Mar 31, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

Mar 31, 26

+13

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

+12

0.00%

ARVEST INVESTMENTS, INC.

Mar 31, 26

0.00%

Avalon Trust Co

Mar 31, 26

0.00%

Viewpoint Capital Management LLC

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

0.00%

Red Tortoise LLC

Mar 31, 26

0.00%

Robbins Farley

Mar 31, 26

0.00%

IFG Advisory, LLC

Mar 31, 26

-4.72K

0.00%

Wealth Preservation Advisors, LLC

Mar 31, 26

-277

0.00%

Private Wealth Management Group, LLC

Mar 31, 26

-55

0.00%

HFM Investment Advisors, LLC

Mar 31, 26

-1

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Imprint Wealth LLC

Mar 31, 26

0.00%

LATHROP INVESTMENT MANAGEMENT CORP

Mar 31, 26

-1.03K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-53.03K

ABNER HERRMAN & BROCK LLC

Mar 31, 26

-832

Compass Financial Group, INC/SD

Mar 31, 26

-928

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-48

Baker Avenue Asset Management, LP

Mar 31, 26

-720

626 Financial, LLC

Mar 31, 26

-696

Clarkston Capital Partners, LLC

Mar 31, 26

-1.54K

HBW Advisory Services LLC

Mar 31, 26

-2.78K

Concord Wealth Partners

Mar 31, 26

-186

Security National Bank

Mar 31, 26

-32

Cito Capital Group, LLC

Mar 31, 26

-481

Select Equity Group, L.P.

Mar 31, 26

-29.73K

LPWM LLC

Mar 31, 26

-816

McNamara Financial Services, Inc.

Mar 31, 26

-700

Marshall Financial Group LLC

Mar 31, 26

-1.62K

Collaborative Wealth Managment Inc.

Mar 31, 26

-1.36K

Jump Financial, LLC

Mar 31, 26

-1.84K

ABOUND FINANCIAL, LLC

Mar 31, 26

-36.41K

ORRSTOWN FINANCIAL SERVICES INC

Mar 31, 26

-787

Austin Wealth Management, LLC

Mar 31, 26

-1.22K

Darwin Wealth Management, LLC

Mar 31, 26

-123

Northern Capital Management, Inc.

Mar 31, 26

-691

Diversify Advisory Services, LLC

Mar 31, 26

-2.10K

ANCHOR CAPITAL ADVISORS LLC

Mar 31, 26

-1.91K

Arete Wealth Advisors, LLC

Mar 31, 26

-11.18K

COMMONS CAPITAL, LLC

Mar 31, 26

-1.16K

Wealth Watch Advisors, INC

Mar 31, 26

-21

TRILLIUM ASSET MANAGEMENT, LLC

Mar 31, 26

-801

NavPoint Financial, Inc.

Mar 31, 26

-771

Heritage Wealth Management, Inc.

Mar 31, 26

-4.96K

GATEWAY INVESTMENT ADVISERS LLC

Mar 31, 26

-1.01K

Jessup Wealth Management, Inc

Mar 31, 26

-311

TruNorth Capital Management, LLC

Mar 31, 26

-1.87K

CHESAPEAKE ASSET MANAGEMENT LLC

Mar 31, 26

-276

Keystone Global Partners, LLC

Mar 31, 26

-5.43K

BRAUN STACEY ASSOCIATES INC

Mar 31, 26

-1.16K

Baldwin Investment Management, LLC

Mar 31, 26

-776

WINNOW WEALTH LLC

Mar 31, 26

-60

Invst, LLC

Mar 31, 26

-1.21K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-263.04K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-613

TCTC Holdings, LLC

Mar 31, 26

-88

Westwood Wealth Management

Mar 31, 26

-696

Fielder Capital Group LLC

Mar 31, 26

-702

Compass Financial Services Inc

Mar 31, 26

-875

Gallagher Capital Advisors, LLC

Mar 31, 26

-1.96K

Nautilus Advisors LLC

Mar 31, 26

-1.96K

Palouse Capital Management, Inc.

Mar 31, 26

-38

Destination Wealth Management

Mar 31, 26

-853

Valued Retirements, Inc.

Mar 31, 26

-691

Axiom Financial Strategies, LLC

Mar 31, 26

-39.21K

Premier Path Wealth Partners, LLC

Mar 31, 26

-1.76K

Strategic Financial Planning, Inc.

Mar 31, 26

-975

Sentry LLC

Mar 31, 26

-850

Lionshead Wealth Management, LLC

Mar 31, 26

-696

Elyxium Wealth, LLC

Mar 31, 26

-54

Family CFO Inc

Mar 31, 26

-469

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-6.67K

Laurel Wealth Advisors LLC

Mar 31, 26

-456

BCS Wealth Management

Mar 31, 26

-950

MA Private Wealth

Mar 31, 26

-1.09K

GoalVest Advisory LLC

Mar 31, 26

-17

BURNEY CO/

Mar 31, 26

-737

Colony Family Offices, LLC

Mar 31, 26

-79

SFG Wealth Management, LLC.

Mar 31, 26

-2.52K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-242

GK Wealth Management LLC

Mar 31, 26

-1.09K

FLOW TRADERS U.S. LLC

Mar 31, 26

-14.18K

Cambria Investment Management, L.P.

Mar 31, 26

-1.12K

Aquire Wealth Advisors, LLC

Mar 31, 26

-1.13K

CIBC Private Wealth Group, LLC

2.19M

Dec 31, 25

+335.09K

0.08%

COMERICA BANK

199.79K

Dec 31, 25

-677

0.01%

Litman Gregory Wealth Management LLC

108.33K

Dec 31, 25

-636

0.00%

NICOLET ADVISORY SERVICES, LLC

107.90K

Dec 31, 25

+14.94K

0.00%

Stephens Consulting, LLC

88.52K

Dec 31, 25

+773

0.00%

Cadence Bank

84.85K

Dec 31, 25

+1.76K

0.00%

VANGUARD GROUP INC

54.22K

Dec 31, 25

+549

0.00%

Global Retirement Partners, LLC

49.23K

Dec 31, 25

+43

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

34.77K

Dec 31, 25

-1.54K

0.00%

Custos Family Office, LLC

25.06K

Dec 31, 25

-3.92K

0.00%

FineMark National Bank & Trust

18.39K

Dec 31, 25

+9.38K

0.00%

CAPITAL INSIGHT PARTNERS, LLC

17.34K

Dec 31, 25

-1.72K

0.00%

MidWestOne Financial Group, Inc.

14.73K

Dec 31, 25

+880

0.00%

TRUST CO OF VERMONT

10.39K

Dec 31, 25

+694

0.00%

Main Street Financial Solutions, LLC

9.43K

Dec 31, 25

-6.33K

0.00%

Heritage Wealth Advisors

8.26K

Dec 31, 25

-355

0.00%

Pandora Wealth, Inc.

6.90K

Dec 31, 25

-381

0.00%

Bowman & Co S.C.

5.76K

Dec 31, 25

+216

0.00%

SageView Advisory Group, LLC

5.60K

Dec 31, 25

-865

0.00%

Alpha Cubed Investments, LLC

4.73K

Dec 31, 25

+107

0.00%

Clarius Group, LLC

4.33K

Dec 31, 25

0.00%

Oldfather Financial Services, LLC

4.32K

Dec 31, 25

-191

0.00%

Vantage Financial Partners, LLC

2.51K

Dec 31, 25

+14

0.00%

Thomasville National Bank

2.35K

Dec 31, 25

-183

0.00%

Heritage Financial Services, LLC

2.24K

Dec 31, 25

-219

0.00%

Divergent Planning, LLC

2.21K

Dec 31, 25

-178

0.00%

Sequent Asset Management, LLC

2.19K

Dec 31, 25

0.00%

Edge Financial Advisors LLC

1.45K

Dec 31, 25

+10

0.00%

MERITAGE PORTFOLIO MANAGEMENT

1.37K

Dec 31, 25

0.00%

One Wealth Management Investment & Advisory Services, LLC

1.20K

Dec 31, 25

0.00%

Grunden Financial Advisory, Inc.

1.20K

Dec 31, 25

0.00%

TRANSATLANTIQUE PRIVATE WEALTH LLC

1.06K

Dec 31, 25

0.00%

Creegan & Nassoura Financial Group, LLC

825

Dec 31, 25

0.00%

High Falls Advisors, Inc

801

Dec 31, 25

0.00%

Tolleson Wealth Management, Inc.

719

Dec 31, 25

+719

0.00%

New Millennium Group LLC

482

Dec 31, 25

-20

0.00%

TUCKER ASSET MANAGEMENT LLC

390

Dec 31, 25

+69

0.00%

MARYLAND CAPITAL ADVISORS INC.

316

Dec 31, 25

0.00%

REDMONT WEALTH ADVISORS LLC

275

Dec 31, 25

+40

0.00%

Running Point Capital Advisors, LLC

178

Dec 31, 25

0.00%

ORG Partners LLC

149

Dec 31, 25

+19

0.00%

MGB Wealth Management, LLC

147

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+37

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-232

Dentgroup LLC

Dec 31, 25

-1.26K

Blue Barn Wealth, LLC

Dec 31, 25

-2.80K

Total Wealth Planning, LLC

Dec 31, 25

-857

GPS Wealth Strategies Group, LLC

Dec 31, 25

-220

Glenmede Investment Management, LP

133.45K

Sep 30, 25

+90

0.00%

Full Sail Capital, LLC

100.71K

Sep 30, 25

-9.55K

0.00%

PINNACLE FINANCIAL PARTNERS INC

95.24K

Sep 30, 25

+9.45K

0.00%

OAK HILL WEALTH ADVISORS, LLC

82.55K

Sep 30, 25

-48

0.00%

MARSHALL FINANCIAL GROUP INC /ADV

60.90K

Sep 30, 25

+1.02K

0.00%

FIRST NATIONAL CORP /MA/ /ADV

50.39K

Sep 30, 25

+521

0.00%

Kathleen S. Wright Associates Inc.

31.69K

Sep 30, 25

+999

0.00%

Lokken Investment Group LLC

25.25K

Sep 30, 25

+338

0.00%

SYNOVUS FINANCIAL CORP

25.04K

Sep 30, 25

-1.22K

0.00%

Bristlecone Advisors, LLC

24.48K

Sep 30, 25

-9

0.00%

Shorepoint Capital Partners LLC

16.77K

Sep 30, 25

+16.77K

0.00%

COUNTRY CLUB BANK /GFN

15.45K

Sep 30, 25

-457

0.00%

Stonegate Investment Group, LLC

13.28K

Sep 30, 25

+703

0.00%

Sensible Financial Planning & Management, LLC.

10.68K

Sep 30, 25

-258

0.00%

WETHERBY ASSET MANAGEMENT INC

8.83K

Sep 30, 25

0.00%

PITCAIRN CO

7.83K

Sep 30, 25

0.00%

Lion Street Advisors, LLC

7.51K

Sep 30, 25

-7.22K

0.00%

Willow Creek Wealth Management Inc.

6.31K

Sep 30, 25

+3.58K

0.00%

New Century Financial Group, LLC

4.89K

Sep 30, 25

+12

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

3.01K

Sep 30, 25

-18

0.00%

MAS Advisors LLC

2.08K

Sep 30, 25

+24

0.00%

Accredited Wealth Management, LLC

2.00K

Sep 30, 25

-8.22K

0.00%

Moloney Securities Asset Management, LLC

1.90K

Sep 30, 25

-9

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.61K

Sep 30, 25

-20

0.00%

Apexium Financial, LP

1.58K

Sep 30, 25

0.00%

Wealthstream Advisors, Inc.

1.50K

Sep 30, 25

0.00%

Wells Trecaso Financial Group, LLC

1.33K

Sep 30, 25

-688

0.00%

Gimbal Financial

1.25K

Sep 30, 25

0.00%

Obsidian Personal Planning Solutions LLC

1.18K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

969

Sep 30, 25

+111

0.00%

L.M. KOHN & COMPANY

725

Sep 30, 25

-501

0.00%

First International Bank & Trust

700

Sep 30, 25

+700

0.00%

Financial Advocates Investment Management

691

Sep 30, 25

-8.64K

0.00%

FSA Wealth Management LLC

671

Sep 30, 25

+188

0.00%

Promus Capital, LLC

433

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

288

Sep 30, 25

+288

0.00%

Guerra Advisors Inc

236

Sep 30, 25

+236

0.00%

Hemington Wealth Management

162

Sep 30, 25

+27

0.00%

AllSquare Wealth Management LLC

110

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Stuart Chaussee & Associates, Inc.

Sep 30, 25

0.00%

Binnacle Investments Inc

Sep 30, 25

0.00%

WFA Asset Management Corp

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

129.74K

Jun 30, 25

+11.16K

0.00%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

105.61K

Jun 30, 25

+22.57K

0.00%

Christopher J. Hasenberg, Inc

75.87K

Jun 30, 25

+75.13K

0.00%

First Horizon Advisors, Inc.

69.84K

Jun 30, 25

+3.22K

0.00%

Von Berge Wealth Management Group, LLC

63.67K

Jun 30, 25

+963

0.00%

Iron Horse Wealth Management, LLC

56.64K

Jun 30, 25

+1.35K

0.00%

Atria Wealth Solutions, Inc.

47.82K

Jun 30, 25

-14.01K

0.00%

Graypoint LLC

45.09K

Jun 30, 25

+1.60K

0.00%

Sebold Capital Management, Inc.

43.88K

Jun 30, 25

+603

0.00%

Congress Wealth Management LLC / DE /

26.74K

Jun 30, 25

+12.48K

0.00%

Benchmark Wealth Management, LLC

21.05K

Jun 30, 25

+406

0.00%

CHB Investment Group, LLC

6.60K

Jun 30, 25

-52

0.00%

Good Life Advisors, LLC

4.15K

Jun 30, 25

+776

0.00%

Centricity Wealth Management, LLC

4.14K

Jun 30, 25

0.00%

TFG Advisers LLC

3.65K

Jun 30, 25

-6

0.00%

ACAS, LLC

3.59K

Jun 30, 25

-282

0.00%

DOHJ, LLC

3.52K

Jun 30, 25

-41

0.00%

Enterprise Bank & Trust Co

3.21K

Jun 30, 25

+3.21K

0.00%

Moser Wealth Advisors, LLC

2.29K

Jun 30, 25

0.00%

Summit X, LLC

1.59K

Jun 30, 25

+793

0.00%

Cobler Capital Management, LLC

1.52K

Jun 30, 25

+1.52K

0.00%

Better Money Decisions, LLC

1.48K

Jun 30, 25

-242

0.00%

Tyler-Stone Wealth Management

1.48K

Jun 30, 25

-460

0.00%

Clarity Capital Partners LLC

1.45K

Jun 30, 25

-1.29K

0.00%

Martin Worley Group

1.26K

Jun 30, 25

0.00%

Bordeaux Wealth Advisors LLC

1.24K

Jun 30, 25

0.00%

Kings Path Partners LLC

1.24K

Jun 30, 25

0.00%

Wambolt & Associates, LLC

1.15K

Jun 30, 25

0.00%

PrairieView Partners, LLC

565

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+39

0.00%

Financial Gravity Companies, Inc.

Jun 30, 25

+21

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

-76

0.00%

Family Firm, Inc.

Jun 30, 25

-1.77K

US FINANCIAL ADVISORS, LLC

50.65K

Mar 31, 25

-1.06K

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

48.80K

Mar 31, 25

-300

0.00%

Lindbrook Capital, LLC

18.38K

Mar 31, 25

-517

0.00%

Marcum Wealth, LLC

16.54K

Mar 31, 25

+88

0.00%

Lane & Associates LLC

10.92K

Mar 31, 25

-370

0.00%

Orion Portfolio Solutions, LLC

10.79K

Mar 31, 25

+786

0.00%

Callan Capital, LLC

7.45K

Mar 31, 25

+481

0.00%

Sandy Spring Bank

6.84K

Mar 31, 25

+373

0.00%

Vista Wealth Management Group, LLC

5.14K

Mar 31, 25

-1.30K

0.00%

Coordinated Financial Services, Inc./CO

5.04K

Mar 31, 25

+5.04K

0.00%

Morningstar Investment Services LLC

4.87K

Mar 31, 25

-27.50K

0.00%

Safeguard Financial, LLC

4.19K

Mar 31, 25

-333

0.00%

Michael A. Dubis Financial Planning, LLC

4.05K

Mar 31, 25

0.00%

BluePointe Capital Management, LLC

3.86K

Mar 31, 25

+3.86K

0.00%

CAROLINAS WEALTH CONSULTING LLC

3.74K

Mar 31, 25

-19

0.00%

Sheaff Brock Investment Advisors, LLC

3.41K

Mar 31, 25

-49

0.00%

Monterey Private Wealth, Inc.

3.37K

Mar 31, 25

-45

0.00%

Keeley-Teton Advisors, LLC

3.05K

Mar 31, 25

0.00%

Grant/GrossMendelsohn, LLC

2.74K

Mar 31, 25

-275

0.00%

Delta Financial Group, Inc.

2.20K

Mar 31, 25

+242

0.00%

Bremer Bank National Association

1.56K

Mar 31, 25

-29

0.00%

Transform Wealth, LLC

1.50K

Mar 31, 25

-45

0.00%

LPF Advisors LLC

1.13K

Mar 31, 25

0.00%

Wolf Group Capital Advisors

839

Mar 31, 25

+839

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-26.30K

NAPATREE CAPITAL LLC

Mar 31, 25

-835

Spectrum Wealth Counsel, LLC

Mar 31, 25

-49

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-35.94K

Dechtman Wealth Management, LLC

134.60K

Dec 31, 24

+6.18K

0.00%

Geller Advisors LLC

52.09K

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

48.77K

Dec 31, 24

-1.14K

0.00%

Gray Wealth Management Inc.

37.66K

Dec 31, 24

+1.67K

0.00%

WMS Partners, LLC

26.05K

Dec 31, 24

-816

0.00%

Merriman Wealth Management, LLC

19.53K

Dec 31, 24

-660

0.00%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

18.23K

Dec 31, 24

-1.79K

0.00%

TrinityPoint Wealth, LLC

17.58K

Dec 31, 24

+289

0.00%

Peninsula Wealth, LLC

13.56K

Dec 31, 24

+58

0.00%

Edge Capital Group, LLC

10.45K

Dec 31, 24

+1.12K

0.00%

RE Dickinson Investment Advisors, LLC

8.55K

Dec 31, 24

+321

0.00%

Private Portfolio Partners LLC

6.22K

Dec 31, 24

+123

0.00%

BOSTON FINANCIAL MANGEMENT LLC

2.41K

Dec 31, 24

-40

0.00%

TAP Consulting, LLC

2.32K

Dec 31, 24

-133

0.00%

UNIONVIEW, LLC

1.89K

Dec 31, 24

-58

0.00%

LAKE STREET ADVISORS GROUP, LLC

1.69K

Dec 31, 24

+50

0.00%

Avitas Wealth Management LLC

1.68K

Dec 31, 24

-74

0.00%

Northwest Bank & Trust Co

1.61K

Dec 31, 24

-12

0.00%

Compass Investment Advisers LLC

1.30K

Dec 31, 24

+1.30K

0.00%

Cassady Schiller Wealth Management, LLC

1.30K

Dec 31, 24

-6

0.00%

SignalPoint Asset Management, LLC

972

Dec 31, 24

-46

0.00%

Atlas Financial Advisors, Inc.

867

Dec 31, 24

+867

0.00%

EPIQ Capital Group, LLC

855

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

800

Dec 31, 24

+126

0.00%

Sugarloaf Wealth Management, LLC

794

Dec 31, 24

+74

0.00%

Campbell Wealth Management

788

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

446

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

299

Dec 31, 24

-379

0.00%

CRITERION CAPITAL ADVISORS, LLC

230

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

130

Dec 31, 24

+130

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

+11

0.00%

RAYMOND JAMES & ASSOCIATES

3.88M

Sep 30, 24

+8.02K

0.14%

Raymond James Financial Services Advisors, Inc.

2.25M

Sep 30, 24

-23.43K

0.08%

LWMG, LLC

117.61K

Sep 30, 24

+6.65K

0.00%

RAYMOND JAMES TRUST N.A.

95.38K

Sep 30, 24

+8.76K

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

72.79K

Sep 30, 24

+1.57K

0.00%

Annapolis Financial Services, LLC

63.61K

Sep 30, 24

+3.49K

0.00%

Advisory Services & Investments, LLC

60.53K

Sep 30, 24

-742

0.00%

Platte River Wealth Advisors, LLC

36.88K

Sep 30, 24

-2.75K

0.00%

CEDRUS LLC

26.94K

Sep 30, 24

+8.46K

0.00%

Financial Planning & Information Services, Inc.

18.18K

Sep 30, 24

+865

0.00%

Carmichael Hill & Associates, Inc.

13.54K

Sep 30, 24

+912

0.00%

Alera Investment Advisors, LLC

13.48K

Sep 30, 24

0.00%

Sweet Financial Partners, LLC

10.81K

Sep 30, 24

+75

0.00%

GYL FINANCIAL SYNERGIES, LLC

10.77K

Sep 30, 24

+37

0.00%

Kingfisher Capital LLC

9.43K

Sep 30, 24

-453

0.00%

9258 Wealth Management, LLC

9.35K

Sep 30, 24

-179

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

4.07K

Sep 30, 24

+118

0.00%

Aspire Wealth Management Corp

3.56K

Sep 30, 24

-538

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

2.77K

Sep 30, 24

+607

0.00%

TNF LLC

2.40K

Sep 30, 24

0.00%

First Trust Direct Indexing L.P.

2.17K

Sep 30, 24

+639

0.00%

RAYMOND JAMES TRUST CO. OF NH

1.56K

Sep 30, 24

+180

0.00%

Pegasus Partners Ltd.

1.49K

Sep 30, 24

0.00%

FORT PITT CAPITAL GROUP, LLC

1.38K

Sep 30, 24

0.00%

VitalStone Financial, LLC

1.04K

Sep 30, 24

0.00%

All Season Financial Advisors, Inc.

998

Sep 30, 24

+32

0.00%

First Trust Investment Solutions L.P.

975

Sep 30, 24

0.00%

Planning Capital Management Corp

830

Sep 30, 24

0.00%

CIC Wealth, LLC

783

Sep 30, 24

+783

0.00%

Family Asset Management, LLC

415

Sep 30, 24

0.00%

First Personal Financial Services

413

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

237

Sep 30, 24

+124

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

192

Sep 30, 24

+192

0.00%

Halpern Financial, Inc.

180

Sep 30, 24

0.00%

SpiderRock Advisors, LLC

Sep 30, 24

-860

Rosenbaum Jay D.

Sep 30, 24

-960

Abbrea Capital, LLC

59.85K

Jun 30, 24

-719

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

51.58K

Jun 30, 24

-1.81K

0.00%

Greytown Advisors Inc.

38.42K

Jun 30, 24

-1.48K

0.00%

HoyleCohen, LLC

37.94K

Jun 30, 24

-276

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

30.52K

Jun 30, 24

-3.95K

0.00%

ARVEST TRUST CO N A

11.64K

Jun 30, 24

-57

0.00%

HYMAN CHARLES D

8.67K

Jun 30, 24

0.00%

BlackRock Inc.

8.19K

Jun 30, 24

+7.32K

0.00%

Windham Capital Management, LLC

7.99K

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

7.28K

Jun 30, 24

0.00%

Private Ocean, LLC

6.08K

Jun 30, 24

-1

0.00%

Rain Capital Management, LLC

4.91K

Jun 30, 24

+1.35K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

2.52K

Jun 30, 24

+90

0.00%

TCWP LLC

2.35K

Jun 30, 24

+141

0.00%

GIRARD PARTNERS LTD.

1.89K

Jun 30, 24

+118

0.00%

ICA Group Wealth Management, LLC

1.88K

Jun 30, 24

-404

0.00%

WALDEN WEALTH PARTNERS LLC

1.74K

Jun 30, 24

0.00%

Levy Wealth Management Group, LLC

1.70K

Jun 30, 24

0.00%

Epic Trust Investment Advisors, LLC

1.50K

Jun 30, 24

-101

0.00%

Relative Value Partners Group, LLC

891

Jun 30, 24

-5.64K

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

854

Jun 30, 24

0.00%

Unique Wealth Strategies, LLC

208

Jun 30, 24

+208

0.00%

EMFO, LLC

Jun 30, 24

0.00%

Private Wealth Strategies, L.L.C.

Jun 30, 24

-16.18K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

362.23K

Mar 31, 24

+2.89K

0.01%

Cetera Advisor Networks LLC

327.70K

Mar 31, 24

+11.58K

0.01%

Cetera Advisors LLC

296.28K

Mar 31, 24

+50.04K

0.01%

Manning & Napier Group, LLC

32.81K

Mar 31, 24

-1.23K

0.00%

CALIBER WEALTH MANAGEMENT, LLC

26.87K

Mar 31, 24

+1.02K

0.00%

Benedetti & Gucer, Inc.

24.22K

Mar 31, 24

+849

0.00%

Ziegler Capital Management, LLC

21.16K

Mar 31, 24

+286

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

14.91K

Mar 31, 24

+14.91K

0.00%

EUDAIMONIA ADVISORS LLC

5.74K

Mar 31, 24

+184

0.00%

Atlas Private Wealth Management

5.58K

Mar 31, 24

+2.23K

0.00%

Cutler Group LLC / CA

5.22K

Mar 31, 24

+5.22K

0.00%

Derbend Asset Management

4.14K

Mar 31, 24

0.00%

Eudaimonia Partners, LLC

4.04K

Mar 31, 24

-237

0.00%

CAMBRIDGE TRUST CO

2.84K

Mar 31, 24

-456

0.00%

Strategic Wealth Partners Group LLC

1.88K

Mar 31, 24

-230

0.00%

AMERICAN NATIONAL BANK & TRUST CO /VA/

1.77K

Mar 31, 24

+1.77K

0.00%

Ratio Wealth Group

1.62K

Mar 31, 24

-70

0.00%

Mango Five Family, Inc.

535

Mar 31, 24

0.00%

Retirement Group, LLC

321

Mar 31, 24

0.00%

Highlander Capital Management, LLC

100

Mar 31, 24

0.00%

Simplicity Solutions, LLC

340.24K

Dec 31, 23

+9.65K

0.01%

Baystate Wealth Management LLC

33.38K

Dec 31, 23

-970

0.00%

Regal Wealth Group, Inc.

27.39K

Dec 31, 23

+1.12K

0.00%

High Pines Wealth Management, LLC

24.67K

Dec 31, 23

+1.00K

0.00%

Bartlett & Co. LLC

21.73K

Dec 31, 23

-223

0.00%

LWS Wealth Advisors, Inc.

18.83K

Dec 31, 23

-153

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

12.63K

Dec 31, 23

+12.63K

0.00%

Bridgeworth, LLC

5.17K

Dec 31, 23

+16

0.00%

StrategIQ Financial Group, LLC

3.76K

Dec 31, 23

+49

0.00%

Curi Wealth Management, LLC

3.56K

Dec 31, 23

+11

0.00%

DB Wealth Management Group, LLC

2.97K

Dec 31, 23

0.00%

DFPG INVESTMENTS, LLC

2.91K

Dec 31, 23

+44

0.00%

WADE G W & INC

2.37K

Dec 31, 23

+21

0.00%

Cannell & Co.

1.96K

Dec 31, 23

+356

0.00%

Traverso Chambers Private Wealth Management, LLC

1.74K

Dec 31, 23

-20

0.00%

WEALTHSOURCE PARTNERS, LLC

1.22K

Dec 31, 23

+1.22K

0.00%

RESOURCE CONSULTING GROUP INC

1.10K

Dec 31, 23

0.00%

Resource Planning Group

1.06K

Dec 31, 23

+1.06K

0.00%

Columbia Trust Co 01012016

961

Dec 31, 23

-100

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

417

Dec 31, 23

-400

0.00%

PATHSTONE FAMILY OFFICE, LLC

593.00K

Sep 30, 23

+310.38K

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

473.43K

Sep 30, 23

-76.19K

0.02%

WealthOne, LLC

39.58K

Sep 30, 23

-2.55K

0.00%

COMERICA SECURITIES,INC.

21.44K

Sep 30, 23

-37.98K

0.00%

COLONY GROUP LLC

19.36K

Sep 30, 23

+12

0.00%

Windsor Group LTD

17.64K

Sep 30, 23

+1.70K

0.00%

TIEDEMANN ADVISORS, LLC

7.92K

Sep 30, 23

0.00%

ADVISOR PARTNERS II, LLC

6.39K

Sep 30, 23

+6.39K

0.00%

Sutton Wealth Advisors Inc.

3.96K

Sep 30, 23

-91

0.00%

Trellis Advisors, LLC

3.71K

Sep 30, 23

0.00%

BASSETT HARGROVE INVESTMENT COUNSEL, LLC

3.50K

Sep 30, 23

-108

0.00%

ROTHSCHILD INVESTMENT CORP /IL

1.93K

Sep 30, 23

+946

0.00%

Lowell Blake & Associates Inc.

1.91K

Sep 30, 23

0.00%

ROPES WEALTH ADVISORS LLC

1.70K

Sep 30, 23

-9

0.00%

Mangham Associates,LLC

1.63K

Sep 30, 23

+58

0.00%

MADISON WEALTH MANAGEMENT

1.52K

Sep 30, 23

-45

0.00%

TRIAD FINANCIAL ADVISORS, INC.

1.37K

Sep 30, 23

0.00%

PRW Wealth Management LLC

1.20K

Sep 30, 23

+1.20K

0.00%

PRIVATE ASSET MANAGEMENT INC

1.09K

Sep 30, 23

-45

0.00%

GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC

1.02K

Sep 30, 23

0.00%

Virginia National Bank

998

Sep 30, 23

-2.69K

0.00%

Coury Firm Asset Management LLC

968

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

224

Sep 30, 23

0.00%

Column Capital Advisors, LLC

121

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-3.01K

TIAA, FSB

2.20M

Jun 30, 23

-113.74K

0.08%

First Command Financial Services, Inc.

428.46K

Jun 30, 23

+17.13K

0.02%

First Command Bank

428.46K

Jun 30, 23

+17.13K

0.02%

Veritable, L.P.

319.85K

Jun 30, 23

+10.99K

0.01%

AJ WEALTH STRATEGIES, LLC

88.30K

Jun 30, 23

-4.45K

0.00%

BerganKDV Wealth Management, LLC

67.50K

Jun 30, 23

+4.14K

0.00%

BDO Wealth Advisors, LLC

26.05K

Jun 30, 23

-1.80K

0.00%

SILVERHAWK ASSET MANAGEMENT, LLC

20.63K

Jun 30, 23

-216

0.00%

Ten Capital Wealth Advisors, LLC

20.59K

Jun 30, 23

-3.77K

0.00%

Financial Architects, Inc

8.12K

Jun 30, 23

+710

0.00%

Endurance Wealth Management, Inc.

1.25K

Jun 30, 23

0.00%

Cowen Prime Advisors LLC

413

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

340

Jun 30, 23

0.00%

TimeScale Financial, Inc.

280

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

188

Jun 30, 23

0.00%

Kalos Management, Inc.

Jun 30, 23

0.00%

LEO BROKERAGE, LLC

Jun 30, 23

-2.23K

Transparent Wealth Partners LLC

34.79K

Mar 31, 23

+967

0.00%

Stone Asset Management Inc.

29.79K

Mar 31, 23

-70.17K

0.00%

Southern Wealth Management, LLP

12.18K

Mar 31, 23

+2.25K

0.00%

HighTower Trust Company, N.A.

4.83K

Mar 31, 23

0.00%

LeJeune Puetz Investment Counsel LLC

3.58K

Mar 31, 23

+200

0.00%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

3.38K

Mar 31, 23

0.00%

Fullen Financial Group

3.02K

Mar 31, 23

+11

0.00%

True Capital Management

1.77K

Mar 31, 23

+34

0.00%

Parsec Financial Management, Inc.

1.76K

Mar 31, 23

0.00%

Stillwater Investment Management, LLC

1.10K

Mar 31, 23

0.00%

Clear Perspectives Financial Planning, LLC

631

Mar 31, 23

-30

0.00%

HNP Capital LLC

Mar 31, 23

-3.61K

TRUSTCORE FINANCIAL SERVICES, LLC

192.65K

Dec 31, 22

-4.89K

0.01%

Personal Capital Advisors Corp

91.07K

Dec 31, 22

+1.04K

0.00%

Sargent Bickham Lagudis LLC

33.74K

Dec 31, 22

+508

0.00%

Laurel Wealth Advisors, Inc.

24.93K

Dec 31, 22

+3.38K

0.00%

Tillar-Wenstrup Advisors, LLC

24.56K

Dec 31, 22

-535

0.00%

Autus Asset Management, LLC

24.54K

Dec 31, 22

-215

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

20.92K

Dec 31, 22

+118

0.00%

GAMBLE JONES INVESTMENT COUNSEL

18.29K

Dec 31, 22

-605

0.00%

Jenkins Wealth

14.08K

Dec 31, 22

+14.08K

0.00%

Claraphi Advisory Network, LLC

9.42K

Dec 31, 22

+8.33K

0.00%

BOENNING & SCATTERGOOD, INC.

9.03K

Dec 31, 22

-1.57K

0.00%

Burleson & Company, LLC

8.57K

Dec 31, 22

0.00%

Sanford Advisory Services, LLC

6.89K

Dec 31, 22

+2.57K

0.00%

RESOLUTE FINANCIAL, LLC

6.35K

Dec 31, 22

+45

0.00%

SBK Financial, Inc.

6.19K

Dec 31, 22

-412

0.00%

Equius Partners, Inc.

3.89K

Dec 31, 22

+3.89K

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

3.82K

Dec 31, 22

-3

0.00%

Newman & Schimel, LLC

3.04K

Dec 31, 22

-396

0.00%

Harrison & Co Wealth Management, LLC

2.50K

Dec 31, 22

+2.50K

0.00%

REFRAME WEALTH, LLC

2.47K

Dec 31, 22

+2.47K

0.00%

Capital Directions Investment Advisors, LLC

2.47K

Dec 31, 22

+2.47K

0.00%

GOFEN & GLOSSBERG LLC /IL/

2.42K

Dec 31, 22

-197

0.00%

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

1.49K

Dec 31, 22

0.00%

YorkBridge Wealth Partners, LLC

1.11K

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

489

Dec 31, 22

-74

0.00%

Align Wealth Management, LLC

390

Dec 31, 22

+390

0.00%

Red Cedar Capital, LLC

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-148

SP Asset Management

68.81K

Sep 30, 22

+1.54K

0.00%

Covington Capital Management

66.57K

Sep 30, 22

+563

0.00%

MUFG Americas Holdings Corp

66.04K

Sep 30, 22

-892

0.00%

Doyle Wealth Management

59.61K

Sep 30, 22

+1.87K

0.00%

DOWLING & YAHNKE LLC

51.45K

Sep 30, 22

+7.02K

0.00%

Maryland Capital Management

36.08K

Sep 30, 22

+306

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

35.30K

Sep 30, 22

+980

0.00%

ROOSEVELT INVESTMENT GROUP LLC

33.21K

Sep 30, 22

+607

0.00%

Highland Private Wealth Management

29.87K

Sep 30, 22

-151

0.00%

American Portfolios Advisors

27.46K

Sep 30, 22

+211

0.00%

Round Table Services, LLC

24.94K

Sep 30, 22

+12.15K

0.00%

EATON VANCE MANAGEMENT

20.01K

Sep 30, 22

-6.89K

0.00%

Brightworth

12.91K

Sep 30, 22

+8.69K

0.00%

55I, LLC

10.78K

Sep 30, 22

+3.74K

0.00%

Hightower 6M Holding, LLC

10.35K

Sep 30, 22

-363

0.00%

INVERNESS COUNSEL LLC /NY/

8.90K

Sep 30, 22

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

8.50K

Sep 30, 22

-100

0.00%

ACG Wealth

7.77K

Sep 30, 22

-224

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

6.21K

Sep 30, 22

+2.50K

0.00%

First Farmers & Merchants Bank / Trust

5.02K

Sep 30, 22

0.00%

Spearhead Capital Advisors, LLC

4.62K

Sep 30, 22

-98.67K

0.00%

Bell Rock Capital LLC

3.68K

Sep 30, 22

+3.68K

0.00%

REGENTATLANTIC CAPITAL LLC

3.57K

Sep 30, 22

+1.87K

0.00%

Ashfield Capital Partners, LLC

3.10K

Sep 30, 22

0.00%

CPWM, LLC

1.85K

Sep 30, 22

+297

0.00%

Strategic Asset Management, LLC

1.83K

Sep 30, 22

-18

0.00%

Blooom, Inc.

1.30K

Sep 30, 22

+51

0.00%

FourThought Financial, LLC

919

Sep 30, 22

0.00%

Surevest, LLC

598

Sep 30, 22

-124

0.00%

MILESTONE WEALTH, LLC

251

Sep 30, 22

0.00%

SIENA CAPITAL LLC

Sep 30, 22

0.00%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

SADOFF INVESTMENT MANAGEMENT LLC

Sep 30, 22

-1.20K

CADENCE BANK NA

Sep 30, 22

-4.54K

Karp Capital Management Corp

Sep 30, 22

-4.34K

Brown Advisory Securities, LLC

Sep 30, 22

-2.35K

Altium Wealth Management LLC

193.23K

Jun 30, 22

+29.57K

0.01%

Lake Point Wealth Management

112.79K

Jun 30, 22

+4.07K

0.00%

BREWIN DOLPHIN LTD

27.55K

Jun 30, 22

0.00%

B. Riley Wealth Management, Inc.

20.42K

Jun 30, 22

+2.24K

0.00%

Fieldpoint Private Securities, LLC

9.59K

Jun 30, 22

-722

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

9.15K

Jun 30, 22

+84

0.00%

Private Capital Group, LLC

7.61K

Jun 30, 22

-26.04K

0.00%

Minot Wealth Management LLC

5.95K

Jun 30, 22

+90

0.00%

Reynolds Investment Management, Inc.

5.16K

Jun 30, 22

+11

0.00%

Intersect Capital LLC

2.79K

Jun 30, 22

0.00%

MURPHY CAPITAL MANAGEMENT INC

2.39K

Jun 30, 22

+1.17K

0.00%

BT Wealth Management LLC

1.24K

Jun 30, 22

-374

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

1.12K

Jun 30, 22

0.00%

Frontier Wealth Management LLC

1.02K

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

385

Jun 30, 22

+71

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

310

Jun 30, 22

+155

0.00%

Cordasco Financial Network

Jun 30, 22

0.00%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

Jun 30, 22

-1.82K

Crossvault Capital Management LLC

Jun 30, 22

-1.11K

BAR HARBOR TRUST SERVICES

Jun 30, 22

-9.59K

KEYSTONE WEALTH PARTNERS

82.84K

Mar 31, 22

+3.90K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

46.96K

Mar 31, 22

+1.94K

0.00%

People's United Financial, Inc.

20.70K

Mar 31, 22

+1.29K

0.00%

Barrett Asset Management, LLC

14.85K

Mar 31, 22

+50

0.00%

Ferris Capital, LLC

9.69K

Mar 31, 22

0.00%

Nauset Wealth Management. LLC

9.65K

Mar 31, 22

+7.10K

0.00%

Azimuth Capital Management LLC

7.50K

Mar 31, 22

-89

0.00%

ELM ADVISORS, LLC

6.95K

Mar 31, 22

-6.37K

0.00%

SVB Investment Services Inc.

4.15K

Mar 31, 22

0.00%

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

1.55K

Mar 31, 22

-1.54K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

1.40K

Mar 31, 22

+33

0.00%

PALLADIUM PARTNERS LLC

923

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

241

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

163

Mar 31, 22

0.00%

VIRIDIAN RIA, LLC

Mar 31, 22

-136.02K

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-910

Emery Howard Portfolio Management, Inc.

245.43K

Dec 31, 21

+11.27K

0.01%

Asset Planning Services, Ltd.

38.22K

Dec 31, 21

-832

0.00%

Paradigm Financial Advisors, LLC

32.28K

Dec 31, 21

+2.03K

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

20.11K

Dec 31, 21

+27

0.00%

NEXT Financial Group, Inc

14.32K

Dec 31, 21

-219

0.00%

Johanson Financial Advisors, Inc.

12.31K

Dec 31, 21

+1.83K

0.00%

Country Club Trust Company, n.a.

7.09K

Dec 31, 21

+756

0.00%

Mosaic Family Wealth, LLC

6.82K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

3.03K

Dec 31, 21

-2.63K

0.00%

Clear Perspective Advisors, LLC

2.89K

Dec 31, 21

0.00%

FIRST MIDWEST BANK TRUST DIVISION

2.41K

Dec 31, 21

0.00%

Investors Financial Group, LLC

2.16K

Dec 31, 21

-221

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.45K

Dec 31, 21

-33

0.00%

JD Financial Services Inc.

1.09K

Dec 31, 21

-4

0.00%

Resource Management, LLC

831

Dec 31, 21

+831

0.00%

HawsGoodwin Investment Management LLC

Dec 31, 21

-55

Biltmore Capital Advisors LLC

Dec 31, 21

-2.20K

Berman Capital Advisors, LLC

115.86K

Sep 30, 21

+2.84K

0.00%

Alexandria Capital, LLC

38.76K

Sep 30, 21

-1.09K

0.00%

Ameritas Investment Company, LLC

33.25K

Sep 30, 21

+25.68K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

23.37K

Sep 30, 21

+2.72K

0.00%

Homrich & Berg

12.16K

Sep 30, 21

+4.11K

0.00%

Newport Wealth Strategies, Inc.

9.20K

Sep 30, 21

-415

0.00%

Hochman Cole Investment Advisors, Inc.

7.79K

Sep 30, 21

-984

0.00%

Rinet Co LLC

3.64K

Sep 30, 21

+85

0.00%

FARR MILLER & WASHINGTON LLC/DC

2.92K

Sep 30, 21

0.00%

Cascadia Advisory Services, LLC

2.74K

Sep 30, 21

+261

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

1.91K

Sep 30, 21

0.00%

QCI ASSET MANAGEMENT INC/NY

1.83K

Sep 30, 21

-15

0.00%

SECURITY NATIONAL TRUST CO

350

Sep 30, 21

0.00%

Filbrandt Wealth Management, LLC

100

Sep 30, 21

0.00%

Sonora Investment Management, LLC

Sep 30, 21

0.00%

BBVA USA

Sep 30, 21

0.00%

LEVEL FOUR FINANCIAL, LLC

Sep 30, 21

-910

Nachman Norwood & Parrott, Inc

297.76K

Jun 30, 21

+4.70K

0.01%

Pinnacle Wealth Advisors

59.03K

Jun 30, 21

+59.03K

0.00%

AdvicePeriod, LLC

29.88K

Jun 30, 21

-22

0.00%

20/20 Capital Management, Inc.

12.27K

Jun 30, 21

+104

0.00%

Novak Financial Planning, LLC

6.32K

Jun 30, 21

-241

0.00%

BEL AIR INVESTMENT ADVISORS LLC

6.14K

Jun 30, 21

0.00%

PNC Managed Account Solutions, Inc.

5.70K

Jun 30, 21

+5.70K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.63K

Jun 30, 21

-35

0.00%

Hoover Financial Advisors, Inc.

957

Jun 30, 21

0.00%

ARS Wealth Advisors, LLC

857

Jun 30, 21

+857

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

Paracle Advisors, LLC

247.90K

Mar 31, 21

+1.98K

0.01%

TCF National Bank

47.69K

Mar 31, 21

-5

0.00%

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

8.06K

Mar 31, 21

0.00%

BBVA USA Bancshares, Inc.

6.78K

Mar 31, 21

-730

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

5.19K

Mar 31, 21

0.00%

Stewardship Financial Advisors, LLC

3.15K

Mar 31, 21

-581

0.00%

Lighthouse Financial Advisors, Inc.

1.84K

Mar 31, 21

0.00%

SVA Wealth Management, LLC

52.72K

Dec 31, 20

-1.12K

0.00%

BERRY GROUP, LLC

22.52K

Dec 31, 20

+1.04K

0.00%

Paul John Balson

14.74K

Dec 31, 20

+1.73K

0.00%

Winslow, Evans & Crocker, Inc.

3.99K

Dec 31, 20

+2.64K

0.00%

OLD MISSION CAPITAL, LLC

1.90K

Dec 31, 20

+1.90K

0.00%

NewFocus Financial Group, LLC

1.59K

Dec 31, 20

-110

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

146

Dec 31, 20

0.00%

Wealthspire Advisors, L.P.

388.43K

Sep 30, 20

+36.06K

0.01%

Cornerstone Advisors, Inc.

242.39K

Sep 30, 20

-6.31K

0.01%

Price Wealth, LLC

31.81K

Sep 30, 20

+23

0.00%

First Allied Advisory Services, Inc.

29.14K

Sep 30, 20

-2.19K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

19.76K

Sep 30, 20

-633

0.00%

ETRADE Capital Management LLC

17.75K

Sep 30, 20

-889

0.00%

LifePlan Financial Group, Inc

12.42K

Sep 30, 20

+370

0.00%

Partnervest Advisory Services LLC

7.85K

Sep 30, 20

-1.00K

0.00%

NORTHSTAR WEALTH PARTNERS LLC

5.06K

Sep 30, 20

-231

0.00%

Stearns Financial Services Group

Sep 30, 20

-17

0.00%

Independence Advisors, LLC

Sep 30, 20

0.00%

Watson Rebecca

Sep 30, 20

-758

FCG ADVISORS, LLC

Sep 30, 20

-1.37K

IBERIABANK CORP

10.36K

Jun 30, 20

-378

0.00%

Starfire Investment Advisers, Inc.

3.83K

Jun 30, 20

+3.83K

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

3.40K

Jun 30, 20

0.00%

TRADITION ASSET MANAGEMENT LLC

2.01K

Jun 30, 20

+443

0.00%

Global Financial Private Capital, Inc

1.54K

Jun 30, 20

-12

0.00%

TRUEWEALTH LLC

545

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

0.00%

BOYS ARNOLD & CO INC

7.60K

Mar 31, 20

+3.95K

0.00%

Fiduciary Trust Co International of Pennsylvania

6.99K

Mar 31, 20

+6.99K

0.00%

PagnatoKarp Partners LLC

3.14K

Mar 31, 20

-788

0.00%

Huber Financial Advisors, LLC

2.48K

Mar 31, 20

0.00%

Squar Milner Financial Services LLC

734

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

313.37K

Dec 31, 19

+43.38K

0.01%

Advisor Group, Inc.

219.28K

Dec 31, 19

-1.05K

0.01%

Beacon Pointe Wealth Advisors, LLC

42.39K

Dec 31, 19

+9.79K

0.00%

CIBC BANK USA

37.61K

Dec 31, 19

+1.52K

0.00%

CXI Advisors

446

Dec 31, 19

+446

0.00%

BB&T SECURITIES, LLC

357.80K

Sep 30, 19

+15.41K

0.01%

SUNTRUST BANKS INC

89.70K

Sep 30, 19

-1.08K

0.00%

SOUTH TEXAS MONEY MANAGEMENT LTD

18.38K

Sep 30, 19

-1.46K

0.00%

Highwater Wealth Management, LLC

3.31K

Sep 30, 19

-592

0.00%

Wealth & Pension Services Group, Inc.

2.66K

Sep 30, 19

-36

0.00%

BOSTON ADVISORS LLC

1.56K

Sep 30, 19

0.00%

Glacier Peak Capital LLC

Sep 30, 19

-1.25K

CHEMICAL BANK

50.59K

Jun 30, 19

-627

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

26.66K

Jun 30, 19

+110

0.00%

KLS Professional Advisors Group, LLC

7.18K

Jun 30, 19

0.00%

WILLIAMS JONES & ASSOCIATES LLC

6.09K

Jun 30, 19

0.00%

Planning Solutions Group LLC

5.30K

Jun 30, 19

+278

0.00%

CAPITAL GUARDIAN TRUST CO

Jun 30, 19

-1.00K

INR ADVISORY SERVICES LLC

289.76K

Mar 31, 19

+7.15K

0.01%

HL FINANCIAL SERVICES LLC

82.55K

Mar 31, 19

-2.52K

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

8.75K

Mar 31, 19

-456

0.00%

Steinberg Global Asset Management

4.88K

Mar 31, 19

+480

0.00%

BKS ADVISORS, LLC

2.53K

Mar 31, 19

-167

0.00%

Sound View Wealth Advisors, LLC

2.14K

Mar 31, 19

0.00%

Stokes & Hubbell Capital Management, LLC

2.06K

Mar 31, 19

-31

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

1.89K

Mar 31, 19

+110

0.00%

TRADITION CAPITAL MANAGEMENT LLC

1.29K

Mar 31, 19

-327

0.00%

WealthTrust Fairport, LLC

584

Mar 31, 19

0.00%

NEXT Financial Holdings

301

Mar 31, 19

+301

0.00%

Live Your Vision, LLC

Mar 31, 19

0.00%

AT Bancorp

Mar 31, 19

-2.40K

COMERICA SECURITIES INC

50.94K

Dec 31, 18

-4.65K

0.00%

MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

25.12K

Dec 31, 18

-683

0.00%

McQueen, Ball & Associates Inc.

14.04K

Dec 31, 18

+116

0.00%

Patriot Wealth Management, Inc.

2.88K

Dec 31, 18

0.00%

Signature Financial Management, Inc.

2.17K

Dec 31, 18

+21

0.00%

BREMER TRUST NATIONAL ASSOCIATION

600

Dec 31, 18

+600

0.00%

Watermark Asset Management, Inc.

586

Dec 31, 18

0.00%

Clarfeld Financial Advisors, LLC

437

Dec 31, 18

+437

0.00%

Edelman Financial Services, LLC

Dec 31, 18

-2.34K

Palo Capital, Inc.

Dec 31, 18

-1.97K

Visionary Asset Management, Inc.

Dec 31, 18

-3.91K

RAND WEALTH, LLC

95.57K

Sep 30, 18

+70

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

14.53K

Sep 30, 18

+11.69K

0.00%

CUE ADVISORY SERVICES, INC.

3.65K

Sep 30, 18

-292

0.00%

Mariner Wealth Advisors-Cincinnati, LLC

3.31K

Sep 30, 18

0.00%

Summit Equities Inc

2.46K

Sep 30, 18

0.00%

WEALTHFRONT Corp

1.76K

Sep 30, 18

-575

0.00%

Edge Advisors, LLC

8.63K

Jun 30, 18

-43

0.00%

Hefty Wealth Partners

20.69K

Mar 31, 18

-1.35K

0.00%

XML SECURITIES, LLC

11.41K

Mar 31, 18

+312

0.00%

Oak Point Wealth Management

10.84K

Mar 31, 18

+243

0.00%

DENVER INVESTMENT ADVISORS LLC

2.29K

Mar 31, 18

-106

0.00%

Cornerstone Financial Partners, LLC

108.78K

Dec 31, 17

-2.58K

0.00%

SII INVESTMENTS INC/WI

34.52K

Dec 31, 17

-60.56K

0.00%

GFS Private Wealth, LLC

28.52K

Dec 31, 17

+28.52K

0.00%

IFC Holdings Incorporated/FL

28.23K

Dec 31, 17

+3.19K

0.00%

TRAIN BABCOCK ADVISORS LLC

12.92K

Dec 31, 17

+12.92K

0.00%

WealthShield, LLC

5.60K

Dec 31, 17

+5.60K

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

2.07K

Dec 31, 17

0.00%

BB&T INVESTMENT SERVICES, INC.

220

Dec 31, 17

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-42.38K

NATIONAL PLANNING CORP

Dec 31, 17

-13.76K

Jacobus Wealth Management, Inc.

55.36K

Sep 30, 17

+1.73K

0.00%

BANCORPSOUTH INC

45.78K

Sep 30, 17

+736

0.00%

RAY GERALD L & ASSOCIATES LTD

19.67K

Sep 30, 17

+2.60K

0.00%

DAVIDSON & GARRARD INC

13.60K

Sep 30, 17

-133

0.00%

APPROPRIATE BALANCE FINANCIAL SERVICES INC.

5.83K

Sep 30, 17

+589

0.00%

Threshold Group LLC

5.37K

Sep 30, 17

0.00%

Commonwealth Equity Services, Inc

500.35K

Jun 30, 17

+22.86K

0.02%

iAB Financial Bank

27.28K

Jun 30, 17

+505

0.00%

Geneva Advisors, LLC

26.24K

Jun 30, 17

+1.46K

0.00%

Virtu KCG Holdings LLC

25.91K

Jun 30, 17

+19.45K

0.00%

WFG Advisors, LP

20.29K

Jun 30, 17

+4.41K

0.00%

TIAA CREF TRUST CO FSB/MO

1.65M

Mar 31, 17

+29.61K

0.06%

Integrated Wealth Management

24.75K

Mar 31, 17

+4.78K

0.00%

JANUS HENDERSON INVESTORS US LLC

18.40K

Mar 31, 17

+18.40K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

10.88K

Mar 31, 17

+10.88K

0.00%

Efficient Market Advisors, LLC

8.14K

Mar 31, 17

-384

0.00%

CT Financial Advisors LLC

678

Mar 31, 17

0.00%

LBA Wealth Management, LLC

105

Mar 31, 17

+60

0.00%

MSI Financial Services Inc

127.55K

Dec 31, 16

+2.54K

0.00%

HIGH POINT BANK & TRUST CO

64.25K

Dec 31, 16

+50.41K

0.00%

Stanford Investment Group, Inc.

157

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-1.18K

WESTPORT RESOURCES MANAGEMENT INC

20.43K

Sep 30, 16

+5.63K

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

3.17K

Sep 30, 16

+600

0.00%

SOCIETE GENERALE

7.05K

Jun 30, 16

+7.05K

0.00%

Investors Capital Advisory Services

5.40K

Jun 30, 16

+48

0.00%

FIRSTMERIT BANK N A TRUSTEE

3.26K

Jun 30, 16

0.00%

VSR Financial Services, Inc.

1.75K

Jun 30, 16

-3.03K

0.00%

Alerus Investment Advisors Corp

82.66K

Mar 31, 16

-9.65K

0.00%

Gupta Wealth Management LLC

4.35K

Mar 31, 16

-121

0.00%

Carnick & Kubik, LLC

250

Mar 31, 16

+250

0.00%

SIMMONS FIRST TRUST CO NA

161.38K

Dec 31, 15

+110.00K

0.01%

SMITH HAYES Advisers, Inc

1.90K

Dec 31, 15

+1.90K

0.00%

Samson Capital Advisors LLC

84.19K

Sep 30, 15

0.00%

CITY NATIONAL BANK

64.19K

Sep 30, 15

+4.09K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

1.71K

Sep 30, 15

-585

0.00%

MANAGED ACCOUNT ADVISORS LLC

156.86K

Jun 30, 15

+41.67K

0.01%

BAIRD ROBERT W & CO INC /WI/

49.65K

Mar 31, 15

+2.44K

0.00%

First Allied Asset Management, Inc.

41.85K

Mar 31, 15

-6.19K

0.00%

FIDUCIARY SERVICES CORP/GA

20.66K

Mar 31, 15

+4.19K

0.00%

BOSTON PRIVATE BANK & TRUST CO

9.08K

Mar 31, 15

-198

0.00%

STANCORP INVESTMENT ADVISERS INC

2.27K

Mar 31, 15

+344

0.00%

Mariner Wealth Advisors-NYC, LLC

1.16K

Mar 31, 15

+1.16K

0.00%

Placemark Investments, Inc.

28.88K

Dec 31, 14

+2.35K

0.00%

CONCORD ASSET MANAGEMENT LLC

15.21K

Dec 31, 14

+55

0.00%

NEW ENGLAND SECURITIES CORP /MA/

5.73K

Dec 31, 14

-617

0.00%

FOUNDERS BANK & TRUST

2.98K

Dec 31, 14

0.00%

SHAPIRO ROBERT N

247

Dec 31, 14

+247

0.00%

UBS AG

1.90M

Sep 30, 14

+299.33K

0.07%

RAYNER & HAYNOR

46.52K

Sep 30, 14

-275

0.00%

COMMUNITY BANK SYSTEM, INC.

1.31K

Sep 30, 14

-121

0.00%

1919 Investment Counsel, LLC

1.15K

Sep 30, 14

+145

0.00%

Stifel Trust Company, N.A.

1.06K

Sep 30, 14

0.00%

Strategic Capital Group LLC

41.29K

Jun 30, 14

+3.47K

0.00%

Long Wharf Investors, Inc.

16.90K

Jun 30, 14

+248

0.00%

KMS FINANCIAL SERVICES, INC

6.83K

Jun 30, 14

-12.81K

0.00%

SIGNET MANAGEMENT USA, LLC

13.31K

Dec 31, 13

+13.31K

0.00%

First Allied Securities, Inc.

8.03K

Jun 30, 12

-613

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

235

Dec 31, 10

0.00%

MACATAWA BANK CORP

28.78K

Sep 30, 09

-2.79K

0.00%