Vanguard S&P 500 Value ETF(VOOV)

$229.03—

Chart

Vanguard S&P 500 Value ETF(VOOV)

NYSE

$229.03—

Chart Studio

VOOV(VOOV)

VOOV

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 573 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.88M	Jun 30, 26	+15.81K	6.30%
MORGAN STANLEY	1.20M	Jun 30, 26	+30.60K	4.03%
UBS Group AG	631.28K	Jun 30, 26	-50.26K	2.11%
JPMORGAN CHASE & CO	530.29K	Jun 30, 26	+48.68K	1.77%
Cetera Investment Advisers	514.72K	Jun 30, 26	+285	1.72%
LPL Financial LLC	488.68K	Jun 30, 26	-104.30K	1.64%
AMERIPRISE FINANCIAL INC	367.88K	Jun 30, 26	-6.78K	1.23%
RAYMOND JAMES FINANCIAL INC	367.54K	Jun 30, 26	-70.52K	1.23%
SHAKESPEARE WEALTH MANAGEMENT, INC.	348.55K	Jun 30, 26	+66.57K	1.17%
ADVISOR GROUP HOLDINGS, INC.	306.82K	Jun 30, 26	+6.87K	1.03%
CI Private Wealth, LLC	300.04K	Jun 30, 26	-5.17K	1.00%
WELLS FARGO & COMPANY/MN	290.76K	Jun 30, 26	+20.36K	0.97%
Stordahl Capital Management, Inc.	249.71K	Jun 30, 26	+4.29K	0.84%
HighTower Advisors, LLC	182.87K	Jun 30, 26	-4.65K	0.61%
ENVESTNET ASSET MANAGEMENT INC	162.50K	Jun 30, 26	+446	0.54%
Grant Street Asset Management, Inc.	158.48K	Jun 30, 26	+6.00K	0.53%
Zhang Financial LLC	124.15K	Jun 30, 26	+16.28K	0.42%
PETREDIS INVESTMENT ADVISORS LLC	120.52K	Jun 30, 26	-1.93K	0.40%
Modern Wealth Management, LLC	99.00K	Jun 30, 26	+99.00K	0.33%
ROYAL BANK OF CANADA	95.83K	Jun 30, 26	-10.26K	0.32%
Cambridge Investment Research Advisors, Inc.	95.68K	Jun 30, 26	+11.87K	0.32%
MMA ASSET MANAGEMENT LLC	89.03K	Jun 30, 26	+3.13K	0.30%
Pathstone Holdings, LLC	87.89K	Jun 30, 26	-10.47K	0.29%
Mesirow Financial Investment Management, Inc.	85.35K	Jun 30, 26	+1.72K	0.29%
Graves Light Lenhart Wealth, Inc.	79.04K	Jun 30, 26	+8.65K	0.26%
Merit Financial Group, LLC	76.96K	Jun 30, 26	-67	0.26%
Savant Capital, LLC	76.73K	Jun 30, 26	+38.58K	0.26%
Lutz Financial Services LLC	71.73K	Jun 30, 26	-561	0.24%
PHILLIPS FINANCIAL MANAGEMENT, LLC	71.68K	Jun 30, 26	-12.17K	0.24%
Private Advisor Group, LLC	70.92K	Jun 30, 26	-18.31K	0.24%
Sanctuary Advisors, LLC	67.79K	Jun 30, 26	+60.07K	0.23%
Beacon Capital Management, LLC	65.62K	Jun 30, 26	-5.50K	0.22%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	64.65K	Jun 30, 26	-2.86K	0.22%
Cascades Capital Asset Management, LLC	64.58K	Jun 30, 26	-996	0.22%
JONES FINANCIAL COMPANIES LLLP	60.81K	Jun 30, 26	+9.96K	0.20%
Resources Investment Advisors, LLC.	58.72K	Jun 30, 26	-46.46K	0.20%
Aspire Growth Partners LLC	58.29K	Jun 30, 26	+3.91K	0.20%
CONNING INC.	57.21K	Jun 30, 26	-3.27K	0.19%
Garde Capital, Inc.	54.71K	Jun 30, 26	+26.70K	0.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	51.74K	Jun 30, 26	+31.03K	0.17%
Summit Financial, LLC	50.41K	Jun 30, 26	+127	0.17%
Relyea Zuckerberg Hanson LLC	49.92K	Jun 30, 26	-278	0.17%
Betterment LLC	49.35K	Jun 30, 26	-1.29K	0.17%
Rockefeller Capital Management L.P.	47.14K	Jun 30, 26	-1.95K	0.16%
Miracle Mile Advisors, LLC	46.17K	Jun 30, 26	-788	0.15%
EHRLICH FINANCIAL GROUP	45.81K	Jun 30, 26	+7.10K	0.15%
First Bank & Trust	45.76K	Jun 30, 26	--	0.15%
CARY STREET PARTNERS FINANCIAL LLC	44.58K	Jun 30, 26	+830	0.15%
STIFEL FINANCIAL CORP	44.58K	Jun 30, 26	-1.45K	0.15%
Mariner, LLC	43.98K	Jun 30, 26	-627	0.15%
MGO ONE SEVEN LLC	43.78K	Jun 30, 26	-11.17K	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	42.91K	Jun 30, 26	+1.76K	0.14%
Ronald Blue Trust, Inc.	41.82K	Jun 30, 26	+430	0.14%
Cerity Partners LLC	41.75K	Jun 30, 26	+5.61K	0.14%
Connecticut Wealth Management, LLC	41.08K	Jun 30, 26	-9	0.14%
Kestra Advisory Services, LLC	40.21K	Jun 30, 26	-2.32K	0.13%
PRUDENTIAL FINANCIAL INC	37.86K	Jun 30, 26	-122.10K	0.13%
FMR LLC	36.55K	Jun 30, 26	+2.64K	0.12%
Mutual Advisors, LLC	35.47K	Jun 30, 26	-10.03K	0.12%
GOLDMAN SACHS GROUP INC	32.57K	Jun 30, 26	-18.16K	0.11%
Keystone Financial Group	32.39K	Jun 30, 26	+2.42K	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	31.55K	Jun 30, 26	-4.38K	0.11%
Strategies Wealth Advisors, LLC	31.41K	Jun 30, 26	+15	0.11%
FLAGSHIP WEALTH ADVISORS, LLC	31.25K	Jun 30, 26	+14.54K	0.10%
TRUIST FINANCIAL CORP	30.46K	Jun 30, 26	-524	0.10%
Stratos Wealth Advisors, LLC	29.47K	Jun 30, 26	-5.03K	0.10%
MML INVESTORS SERVICES, LLC	28.30K	Jun 30, 26	+3.74K	0.09%
MONETA GROUP INVESTMENT ADVISORS LLC	27.85K	Jun 30, 26	-2.71K	0.09%
Ramiah Investment Group	27.75K	Jun 30, 26	+1.86K	0.09%
Fairscale Capital, LLC	27.44K	Jun 30, 26	-57	0.09%
Hoxton Planning & Management, LLC	26.79K	Jun 30, 26	+3.82K	0.09%
BLAIR WILLIAM & CO/IL	26.26K	Jun 30, 26	+1.47K	0.09%
Avant Capital LLC	25.45K	Jun 30, 26	-269	0.09%
Delta Wealth Advisors LLC	22.85K	Jun 30, 26	+364	0.08%
BROWN ADVISORY INC	22.71K	Jun 30, 26	--	0.08%
Caprock Group, LLC	21.86K	Jun 30, 26	+80	0.07%
FIFTH THIRD BANCORP	20.41K	Jun 30, 26	-201	0.07%
Janney Montgomery Scott LLC	20.25K	Jun 30, 26	+1.50K	0.07%
BALANCED WEALTH GROUP LLC	20.12K	Jun 30, 26	+40	0.07%
Midwest Financial Network, LLC	19.88K	Jun 30, 26	-3.94K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.87K	Jun 30, 26	-12.26K	0.07%
Farther Finance Advisors, LLC	19.33K	Jun 30, 26	-215	0.06%
OneAscent Financial Services LLC	19.14K	Jun 30, 26	+19.14K	0.06%
Beacon Pointe Advisors, LLC	18.77K	Jun 30, 26	-2.90K	0.06%
KEYBANK NATIONAL ASSOCIATION/OH	18.09K	Jun 30, 26	-245	0.06%
First Bancorp, Inc /ME/	18.09K	Jun 30, 26	-3	0.06%
Valmark Advisers, Inc.	18.06K	Jun 30, 26	-260	0.06%
BEACON FINANCIAL PLANNING, INC	17.82K	Jun 30, 26	+635	0.06%
WBH ADVISORY INC	17.71K	Jun 30, 26	-919	0.06%
Allworth Financial LP	17.32K	Jun 30, 26	-369	0.06%
IAMS WEALTH MANAGEMENT, LLC	17.06K	Jun 30, 26	+4.38K	0.06%
North Star Investment Management Corp.	16.50K	Jun 30, 26	-1.44K	0.06%
FLAGSHIP HARBOR ADVISORS, LLC	16.26K	Jun 30, 26	+438	0.05%
LAZARD ASSET MANAGEMENT LLC	15.80K	Jun 30, 26	-31	0.05%
ENCOMPASS WEALTH ADVISORS, LLC	15.58K	Jun 30, 26	-72	0.05%
INSIGHT 2811, INC.	14.83K	Jun 30, 26	+77	0.05%
Ohio National Investments, Inc.	14.00K	Jun 30, 26	--	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	13.90K	Jun 30, 26	-305	0.05%
Evergreen Wealth Solutions, LLC	13.56K	Jun 30, 26	+143	0.05%
Baird Financial Group, Inc.	13.33K	Jun 30, 26	+212	0.04%
FIFTH THIRD SECURITIES, INC.	13.26K	Jun 30, 26	+197	0.04%
HFG Advisors, Inc.	13.11K	Jun 30, 26	-101	0.04%
NATIXIS ADVISORS, L.P.	12.69K	Jun 30, 26	+2.20K	0.04%
CAPTRUST FINANCIAL ADVISORS	12.57K	Jun 30, 26	+765	0.04%
MAI Capital Management	12.55K	Jun 30, 26	+9.09K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	12.55K	Jun 30, 26	+5.59K	0.04%
Prospera Financial Services Inc	12.29K	Jun 30, 26	-1.13K	0.04%
TITLEIST ASSET MANAGEMENT, LLC	11.66K	Jun 30, 26	+2.00K	0.04%
Colony Group, LLC	11.64K	Jun 30, 26	+223	0.04%
PKS Advisory Services, LLC	11.44K	Jun 30, 26	+11.44K	0.04%
J.W. COLE ADVISORS, INC.	11.32K	Jun 30, 26	+11.32K	0.04%
PEAPACK GLADSTONE FINANCIAL CORP	11.29K	Jun 30, 26	-1	0.04%
TD PRIVATE CLIENT WEALTH LLC	11.14K	Jun 30, 26	-575	0.04%
BlackRock, Inc.	10.90K	Jun 30, 26	+3.14K	0.04%
Equitable Holdings, Inc.	10.79K	Jun 30, 26	-1.58K	0.04%
Essex Financial Services, Inc.	10.73K	Jun 30, 26	-879	0.04%
AQR CAPITAL MANAGEMENT LLC	10.64K	Jun 30, 26	-6.53K	0.04%
Arlington Trust Co LLC	10.43K	Jun 30, 26	-3.71K	0.03%
Clientfirst Wealth Management, LLC	10.01K	Jun 30, 26	--	0.03%
Gotham Asset Management, LLC	9.60K	Jun 30, 26	+455	0.03%
Virtue Capital Management, LLC	9.45K	Jun 30, 26	-2.07K	0.03%
Summit Trail Advisors, LLC	9.43K	Jun 30, 26	-156	0.03%
Modera Wealth Management, LLC	9.43K	Jun 30, 26	-8	0.03%
JOHNSON INVESTMENT COUNSEL INC	9.41K	Jun 30, 26	-2.40K	0.03%
MOSAIC FAMILY WEALTH PARTNERS, LLC	9.39K	Jun 30, 26	+26	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	9.26K	Jun 30, 26	-126	0.03%
Stonebridge Financial Planning Group, LLC	9.01K	Jun 30, 26	-184	0.03%
CITIZENS FINANCIAL GROUP INC/RI	8.96K	Jun 30, 26	+1.44K	0.03%
Allen Investment Management LLC	8.89K	Jun 30, 26	--	0.03%
Innova Wealth Partners	8.87K	Jun 30, 26	+2.63K	0.03%
Wealthspire Advisors, LLC	8.68K	Jun 30, 26	+2.02K	0.03%
NewEdge Wealth, LLC	8.52K	Jun 30, 26	--	0.03%
US BANCORP \DE\	8.43K	Jun 30, 26	+585	0.03%
Expressive Wealth LLC	8.38K	Jun 30, 26	-75	0.03%
MATHER GROUP, LLC.	8.35K	Jun 30, 26	-1.14K	0.03%
Beacon Bridge Wealth Partners, LLC	7.95K	Jun 30, 26	-104	0.03%
Brookstone Capital Management	7.91K	Jun 30, 26	-1.54K	0.03%
FORTRESS PRIVATE LEDGER, LLC	7.79K	Jun 30, 26	+3.33K	0.03%
Ameritas Advisory Services, LLC	7.70K	Jun 30, 26	+253	0.03%
Creative Planning	7.69K	Jun 30, 26	+1.24K	0.03%
CoreCap Advisors, LLC	7.68K	Jun 30, 26	+596	0.03%
TD Waterhouse Canada Inc.	7.68K	Jun 30, 26	-75	0.03%
Sierra Capital LLC	7.66K	Jun 30, 26	-154	0.03%
CENTAURUS FINANCIAL, INC.	7.20K	Jun 30, 26	+214	0.02%
Apollon Financial, LLC	7.15K	Jun 30, 26	+453	0.02%
Bragg Financial Advisors, Inc	7.14K	Jun 30, 26	+249	0.02%
Regal Investment Advisors LLC	6.88K	Jun 30, 26	+25	0.02%
BANK OF MONTREAL /CAN/	6.83K	Jun 30, 26	--	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	6.59K	Jun 30, 26	--	0.02%
Northern Lights Advisors, Inc.	6.54K	Jun 30, 26	-710	0.02%
Intrua Financial, LLC	6.50K	Jun 30, 26	-640	0.02%
TOWNSQUARE CAPITAL LLC	6.46K	Jun 30, 26	+9	0.02%
Avion Wealth	6.34K	Jun 30, 26	-51	0.02%
Evercore Wealth Management, LLC	6.30K	Jun 30, 26	--	0.02%
Compass Financial Group, INC/SD	6.21K	Jun 30, 26	--	0.02%
Apeiron RIA LLC	6.19K	Jun 30, 26	-118	0.02%
Gemmer Asset Management LLC	6.12K	Jun 30, 26	--	0.02%
NORTHERN TRUST CORP	6.07K	Jun 30, 26	-10	0.02%
LOWERY THOMAS, LLC	6.04K	Jun 30, 26	-75	0.02%
Federation des caisses Desjardins du Quebec	6.02K	Jun 30, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	5.93K	Jun 30, 26	+548	0.02%
HighPoint Advisor Group LLC	5.84K	Jun 30, 26	-107	0.02%
Simplicity Wealth,LLC	5.79K	Jun 30, 26	+5.79K	0.02%
KWB Wealth	5.54K	Jun 30, 26	-94	0.02%
Fiera Capital Corp	5.54K	Jun 30, 26	-463	0.02%
Stratos Wealth Partners, LTD.	5.49K	Jun 30, 26	-25	0.02%
Capital Advisors Wealth Management, LLC	5.44K	Jun 30, 26	+23	0.02%
Bluesphere Advisors, LLC	5.40K	Jun 30, 26	+18	0.02%
Security Financial Services, INC.	5.27K	Jun 30, 26	-124	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	5.14K	Jun 30, 26	-83	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	5.09K	Jun 30, 26	+645	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	5.01K	Jun 30, 26	+446	0.02%
Diversify Advisory Services, LLC	5.01K	Jun 30, 26	+5.01K	0.02%
Atria Investments, Inc	4.99K	Jun 30, 26	+3.08K	0.02%
RPS ADVISORY SOLUTIONS LLC	4.95K	Jun 30, 26	-51	0.02%
D.A. DAVIDSON & CO.	4.92K	Jun 30, 26	--	0.02%
CHOREO, LLC	4.83K	Jun 30, 26	-254	0.02%
Quantinno Capital Management LP	4.82K	Jun 30, 26	-350	0.02%
Visionary Wealth Advisors	4.82K	Jun 30, 26	--	0.02%
SCS Capital Management LLC	4.81K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	4.75K	Jun 30, 26	-26	0.02%
Beaird Harris Wealth Management, LLC	4.73K	Jun 30, 26	-710	0.02%
Santori & Peters, Inc.	4.70K	Jun 30, 26	--	0.02%
Capital Asset Managemnet, LLC	4.57K	Jun 30, 26	-176	0.02%
Beaumont Asset Management, L.L.C.	4.50K	Jun 30, 26	-93	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.42K	Jun 30, 26	+57	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	4.41K	Jun 30, 26	+111	0.01%
Soltis Investment Advisors LLC	4.33K	Jun 30, 26	--	0.01%
Wedmont Private Capital	4.32K	Jun 30, 26	-9	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	4.26K	Jun 30, 26	-167	0.01%
NAPLES GLOBAL ADVISORS, LLC	4.25K	Jun 30, 26	--	0.01%
LVW Advisors, LLC	4.24K	Jun 30, 26	+4.24K	0.01%
Northwest Wealth Advisors, LLC	4.17K	Jun 30, 26	-22	0.01%
PRINCIPAL SECURITIES, INC.	4.13K	Jun 30, 26	-54	0.01%
Verum Partners LLC	4.11K	Jun 30, 26	-362	0.01%
RFG Advisory, LLC	4.05K	Jun 30, 26	-1.45K	0.01%
Sherman Wealth Management LLC	4.00K	Jun 30, 26	+15	0.01%
MSH Capital Advisors LLC	4.00K	Jun 30, 26	+2.80K	0.01%
Arbor Investment Advisors, LLC	3.94K	Jun 30, 26	+9	0.01%
CERTUITY, LLC	3.86K	Jun 30, 26	+16	0.01%
MidFirst Bank	3.85K	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	3.72K	Jun 30, 26	+186	0.01%
HARBOUR INVESTMENTS, INC.	3.67K	Jun 30, 26	+90	0.01%
BROWN BROTHERS HARRIMAN & CO	3.63K	Jun 30, 26	-5.10K	0.01%
RENAISSANCE TECHNOLOGIES LLC	3.60K	Jun 30, 26	+3.60K	0.01%
Creekside Partners	3.54K	Jun 30, 26	+4	0.01%
Marshall Financial Group LLC	3.50K	Jun 30, 26	+9	0.01%
COZAD ASSET MANAGEMENT INC	3.49K	Jun 30, 26	-37	0.01%
Kingsview Wealth Management, LLC	3.47K	Jun 30, 26	+1.10K	0.01%
WEST BANCORPORATION INC	3.45K	Jun 30, 26	--	0.01%
WealthCare Investment Partners, LLC	3.39K	Jun 30, 26	+30	0.01%
MidAtlantic Capital Management, Inc.	3.39K	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	3.38K	Jun 30, 26	--	0.01%
Archer Investment Corp	3.36K	Jun 30, 26	+549	0.01%
VERUS WEALTH MANAGEMENT, LLC	3.31K	Jun 30, 26	-245	0.01%
Pinnacle Bancorp, Inc.	3.28K	Jun 30, 26	-6	0.01%
SILVER OAK SECURITIES, INCORPORATED	3.25K	Jun 30, 26	-36	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	3.21K	Jun 30, 26	+352	0.01%
VANGUARD ADVISERS INC	3.19K	Jun 30, 26	+423	0.01%
Magnus Financial Group LLC	3.15K	Jun 30, 26	+12	0.01%
STEPHENS INC /AR/	3.14K	Jun 30, 26	-98	0.01%
ORG Wealth Partners, LLC	3.10K	Jun 30, 26	+3.10K	0.01%
Centric Wealth Management	3.09K	Jun 30, 26	+1.54K	0.01%
THRYVE WEALTH MANAGEMENT LLC	3.01K	Jun 30, 26	-1.80K	0.01%
Sightline Wealth Advisors, LLC	3.00K	Jun 30, 26	--	0.01%
CIBC Bancorp USA Inc.	2.95K	Jun 30, 26	+2.95K	0.01%
Advisory Services Network, LLC	2.95K	Jun 30, 26	-371	0.01%
Kropog Financial Group, LLC	2.92K	Jun 30, 26	+6	0.01%
Steward Partners Investment Advisory, LLC	2.83K	Jun 30, 26	+162	0.01%
Rodgers & Associates, LTD	2.83K	Jun 30, 26	+282	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.80K	Jun 30, 26	-114	0.01%
Turtle Creek Wealth Advisors, LLC	2.75K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	2.72K	Jun 30, 26	+2.22K	0.01%
BlueChip Wealth Advisors LLC	2.67K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	2.66K	Jun 30, 26	--	0.01%
Lido Advisors, LLC	2.64K	Jun 30, 26	-191	0.01%
Warner Group LLC	2.62K	Jun 30, 26	+972	0.01%
AE Wealth Management LLC	2.61K	Jun 30, 26	-680	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.59K	Jun 30, 26	-399	0.01%
Shulman DeMeo Asset Management LLC	2.57K	Jun 30, 26	+126	0.01%
SBI Securities Co., Ltd.	2.57K	Jun 30, 26	-26	0.01%
Affinity Capital Advisors, LLC	2.55K	Jun 30, 26	--	0.01%
BHK Investment Advisors, LLC	2.50K	Jun 30, 26	--	0.01%
Pinnacle Financial Group, LLC / IL	2.50K	Jun 30, 26	--	0.01%
Root Financial Partners, LLC	2.47K	Jun 30, 26	-3	0.01%
Roundview Capital LLC	2.42K	Jun 30, 26	--	0.01%
Confluence Wealth Services, Inc.	2.34K	Jun 30, 26	+3	0.01%
EP Wealth Advisors, LLC	2.34K	Jun 30, 26	-152	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	2.34K	Jun 30, 26	+2.34K	0.01%
Apollon Wealth Management, LLC	2.33K	Jun 30, 26	+2.33K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.28K	Jun 30, 26	-253	0.01%
Western Wealth Management, LLC	2.25K	Jun 30, 26	+4	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.25K	Jun 30, 26	-13.82K	0.01%
Centurion Wealth Management LLC	2.24K	Jun 30, 26	-1.33K	0.01%
Advisory Alpha, LLC	2.20K	Jun 30, 26	-3.97K	0.01%
Facet Wealth, Inc.	2.19K	Jun 30, 26	+2.19K	0.01%
Pasadena Private Wealth, LLC	2.17K	Jun 30, 26	--	0.01%
Evernest Financial Advisors, LLC	2.14K	Jun 30, 26	--	0.01%
Roberts Wealth Advisors, LLC	2.13K	Jun 30, 26	-68	0.01%
1900 WEALTH MANAGEMENT LLC	2.12K	Jun 30, 26	+9	0.01%
Walker Asset Management, LLC	2.09K	Jun 30, 26	--	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	2.03K	Jun 30, 26	+130	0.01%
PETTYJOHN, WOOD & WHITE, INC	2.02K	Jun 30, 26	--	0.01%
Heritage Wealth Advisors	2.02K	Jun 30, 26	+2.02K	0.01%
CM WEALTH ADVISORS LLC	2.01K	Jun 30, 26	--	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.01K	Jun 30, 26	-544	0.01%
Savvy Advisors, Inc.	2.00K	Jun 30, 26	-799	0.01%
Oxler Private Wealth LLC	1.95K	Jun 30, 26	+8	0.01%
Sequoia Financial Advisors, LLC	1.93K	Jun 30, 26	+293	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.93K	Jun 30, 26	+101	0.01%
IFG Advisors, LLC	1.89K	Jun 30, 26	--	0.01%
Keel Point, LLC	1.88K	Jun 30, 26	--	0.01%
SMITH, MOORE & CO.	1.84K	Jun 30, 26	+16	0.01%
Buckingham Strategic Partners	1.81K	Jun 30, 26	+1.81K	0.01%
Calamos Advisors LLC	1.81K	Jun 30, 26	--	0.01%
Guidance Point Advisors, LLC	1.80K	Jun 30, 26	+7	0.01%
CapWealth Advisors, LLC	1.79K	Jun 30, 26	--	0.01%
HUNTINGTON NATIONAL BANK	1.76K	Jun 30, 26	+693	0.01%
HB Wealth Management, LLC	1.72K	Jun 30, 26	+1.72K	0.01%
Atomi Financial Group, Inc.	1.69K	Jun 30, 26	+192	0.01%
HANOVER ADVISORS INC	1.68K	Jun 30, 26	--	0.01%
IEQ CAPITAL, LLC	1.68K	Jun 30, 26	-10	0.01%
Snowden Capital Advisors LLC	1.67K	Jun 30, 26	-259	0.01%
Hardin Capital Partners, LLC	1.66K	Jun 30, 26	+130	0.01%
NICOLET BANKSHARES INC	1.64K	Jun 30, 26	--	0.01%
Net Worth Advisory Group	1.62K	Jun 30, 26	+42	0.01%
Lakeside Advisors, INC.	1.61K	Jun 30, 26	--	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	1.60K	Jun 30, 26	-91	0.01%
Cassaday & Co Wealth Management LLC	1.59K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	1.57K	Jun 30, 26	+17	0.01%
PARK AVENUE SECURITIES LLC	1.55K	Jun 30, 26	-52	0.01%
AdvisorNet Financial, Inc	1.54K	Jun 30, 26	-24	0.01%
Bank of New York Mellon Corp	1.51K	Jun 30, 26	--	0.01%
Robertson Stephens Wealth Management, LLC	1.46K	Jun 30, 26	+1.46K	0.00%
Fairway Wealth LLC	1.45K	Jun 30, 26	+1	0.00%
A4 Wealth Advisors LLC	1.42K	Jun 30, 26	-309	0.00%
Stone Point Wealth LLC	1.42K	Jun 30, 26	--	0.00%
Colter Lewis Investment Partners LLC	1.41K	Jun 30, 26	--	0.00%
Berger Financial Group, Inc	1.40K	Jun 30, 26	+7	0.00%
Sound Income Strategies, LLC	1.40K	Jun 30, 26	-316	0.00%
Gutierrez Wealth Advisory, LLC	1.37K	Jun 30, 26	+227	0.00%
BECKER CAPITAL MANAGEMENT INC	1.36K	Jun 30, 26	-50	0.00%
Tull Financial Group, Inc.	1.36K	Jun 30, 26	+21	0.00%
Birchcreek Wealth Management, LLC	1.35K	Jun 30, 26	--	0.00%
Cresset Asset Management, LLC	1.35K	Jun 30, 26	+5	0.00%
Gladstone Institutional Advisory LLC	1.35K	Jun 30, 26	--	0.00%
EAGLE GLOBAL ADVISORS LLC	1.35K	Jun 30, 26	--	0.00%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	1.35K	Jun 30, 26	+1.35K	0.00%
Wealth Management Associates, Inc.	1.34K	Jun 30, 26	--	0.00%
AA Financial Advisors, LLC	1.34K	Jun 30, 26	-184	0.00%
Guardian Wealth Management, Inc.	1.31K	Jun 30, 26	+45	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.31K	Jun 30, 26	+1.31K	0.00%
Optivise Advisory Services LLC	1.31K	Jun 30, 26	--	0.00%
Principle Wealth Partners LLC	1.30K	Jun 30, 26	-219	0.00%
CITIGROUP INC	1.30K	Jun 30, 26	-65	0.00%
LYNCH & ASSOCIATES/IN	1.30K	Jun 30, 26	--	0.00%
Sterling Group Wealth Management, LLC	1.30K	Jun 30, 26	--	0.00%
Belpointe Asset Management LLC	1.29K	Jun 30, 26	-3.32K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.28K	Jun 30, 26	-98	0.00%
Hemenway Trust Co LLC	1.27K	Jun 30, 26	--	0.00%
XTX Topco Ltd	1.26K	Jun 30, 26	+1.26K	0.00%
Asset Management Advisors, LLC	1.25K	Jun 30, 26	-25	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1.25K	Jun 30, 26	+53	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	1.25K	Jun 30, 26	--	0.00%
CIBC Asset Management Inc	1.25K	Jun 30, 26	--	0.00%
CGN Advisors LLC	1.25K	Jun 30, 26	-178	0.00%
VSM Wealth Advisory, LLC	1.24K	Jun 30, 26	+124	0.00%
VERUS CAPITAL PARTNERS, LLC	1.24K	Jun 30, 26	+87	0.00%
Kovack Advisors, Inc.	1.23K	Jun 30, 26	+67	0.00%
BOK Financial Private Wealth, Inc.	1.22K	Jun 30, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	1.22K	Jun 30, 26	--	0.00%
Everhart Financial Group, Inc.	1.20K	Jun 30, 26	--	0.00%
LEGACY FINANCIAL GROUP, INC.	1.20K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	1.20K	Jun 30, 26	+1.08K	0.00%
Old North State Wealth Management, LLC	1.17K	Jun 30, 26	-11	0.00%
GREENWOOD GEARHART INC	1.16K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	1.15K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.15K	Jun 30, 26	-6	0.00%
NFP Retirement, Inc.	1.14K	Jun 30, 26	+4	0.00%
Chicago Partners Investment Group LLC	1.13K	Jun 30, 26	+131	0.00%
TrueWealth Advisors, LLC	1.13K	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	1.12K	Jun 30, 26	--	0.00%
Johnson Financial Group, LLC	1.09K	Jun 30, 26	+50	0.00%
GenTrust, LLC	1.09K	Jun 30, 26	--	0.00%
Fearless Solutions, LLC dba Best Invest	1.07K	Jun 30, 26	--	0.00%
Arkadios Wealth Advisors	1.06K	Jun 30, 26	-151	0.00%
MARQUETTE ASSOCIATES, INC.	1.06K	Jun 30, 26	--	0.00%
CHAPIN DAVIS, INC.	1.05K	Jun 30, 26	--	0.00%
Pure Financial Advisors, LLC	1.04K	Jun 30, 26	--	0.00%
StoneX Group Inc.	1.03K	Jun 30, 26	-449	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.02K	Jun 30, 26	-15	0.00%
Quotient Wealth Partners, LLC	1.02K	Jun 30, 26	+11	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	1.01K	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	1.01K	Jun 30, 26	--	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	1.01K	Jun 30, 26	--	0.00%
Alpha Omega Wealth Management LLC	1.01K	Jun 30, 26	+1.01K	0.00%
Briggs Wealth Management, Inc	1.00K	Jun 30, 26	--	0.00%
Wealth Alliance	958	Jun 30, 26	+958	0.00%
Compagnie Lombard Odier SCmA	950	Jun 30, 26	--	0.00%
SAGESPRING WEALTH PARTNERS, LLC	929	Jun 30, 26	+929	0.00%
Qube Research & Technologies Ltd	852	Jun 30, 26	+852	0.00%
Global Retirement Partners, LLC	814	Jun 30, 26	+814	0.00%
Ashton Thomas Private Wealth, LLC	808	Jun 30, 26	-452	0.00%
EFG International AG	795	Jun 30, 26	--	0.00%
Legacy Bridge, LLC	750	Jun 30, 26	-7	0.00%
PRIVATE TRUST CO NA	734	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	713	Jun 30, 26	+3	0.00%
City State Bank	700	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	698	Jun 30, 26	+1	0.00%
BESSEMER GROUP INC	618	Jun 30, 26	+618	0.00%
Bank of New Hampshire	595	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	568	Jun 30, 26	-1.92K	0.00%
Silver Grove Financial Group, Inc.	563	Jun 30, 26	+563	0.00%
CULLEN/FROST BANKERS, INC.	557	Jun 30, 26	--	0.00%
Minot DeBlois Advisors LLC	555	Jun 30, 26	--	0.00%
Asset Dedication, LLC	533	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	512	Jun 30, 26	+476	0.00%
NBC SECURITIES, INC.	501	Jun 30, 26	--	0.00%
Align Financial, LLC	498	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	434	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	429	Jun 30, 26	--	0.00%
Spire Wealth Management	429	Jun 30, 26	+101	0.00%
ROTHSCHILD INVESTMENT LLC	417	Jun 30, 26	-5	0.00%
Comprehensive Financial Planning, Inc./PA	412	Jun 30, 26	+1	0.00%
AlphaCore Capital LLC	396	Jun 30, 26	-10	0.00%
Y.D. More Investments Ltd	388	Jun 30, 26	--	0.00%
IFG Advisory, LLC	385	Jun 30, 26	+385	0.00%
MCF Advisors LLC	373	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	371	Jun 30, 26	+1	0.00%
Salomon & Ludwin, LLC	361	Jun 30, 26	-19	0.00%
PIN OAK INVESTMENT ADVISORS INC	351	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	322	Jun 30, 26	+1	0.00%
Lloyd Advisory Services, LLC.	318	Jun 30, 26	+318	0.00%
IMA Wealth, Inc.	318	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	308	Jun 30, 26	+1	0.00%
GILPIN WEALTH MANAGEMENT, LLC	300	Jun 30, 26	+300	0.00%
NBT BANK N A /NY	295	Jun 30, 26	--	0.00%
Quaker Wealth Management, LLC	276	Jun 30, 26	--	0.00%
PINNEY & SCOFIELD, INC.	250	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	237	Jun 30, 26	+6	0.00%
Capital Analysts, LLC	237	Jun 30, 26	+1	0.00%
FIDUCIARY FINANCIAL ADVISORS	236	Jun 30, 26	+236	0.00%
Versant Capital Management, Inc	233	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	202	Jun 30, 26	+202	0.00%
HHM Wealth Advisors, LLC	200	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	180	Jun 30, 26	--	0.00%
Birchwood Financial Partners, Inc.	168	Jun 30, 26	+1	0.00%
Godfrey Financial Associates, Inc.	167	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	130	Jun 30, 26	+130	0.00%
1620 INVESTMENT ADVISORS, INC.	130	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	109	Jun 30, 26	+109	0.00%
TIAA Wealth Investment Management LLC	100	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	100	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	98	Jun 30, 26	--	0.00%
JDM Financial Group LLC	81	Jun 30, 26	--	0.00%
BFSG, LLC	78	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	74	Jun 30, 26	+74	0.00%
Concord Wealth Partners	69	Jun 30, 26	+69	0.00%
GAMMA Investing LLC	66	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	66	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	61	Jun 30, 26	+61	0.00%
Caitlin John, LLC	54	Jun 30, 26	--	0.00%
Robinswood Financial LLC	53	Jun 30, 26	+53	0.00%
Golden State Equity Partners	52	Jun 30, 26	-73	0.00%
Clearstead Advisors, LLC	44	Jun 30, 26	--	0.00%
WPG Advisers, LLC	41	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	36	Jun 30, 26	--	0.00%
Bullock Wealth Management Group	35	Jun 30, 26	+35	0.00%
Friedenthal Financial	34	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	34	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	32	Jun 30, 26	--	0.00%
Abound Wealth Management	30	Jun 30, 26	+8	0.00%
Triumph Capital Management	29	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	25	Jun 30, 26	+15	0.00%
BLUELINE ADVISORS LLC	21	Jun 30, 26	-3	0.00%
SOA Wealth Advisors, LLC.	21	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	19	Jun 30, 26	--	0.00%
Tripletail Wealth Management, LLC	10	Jun 30, 26	--	0.00%
Key FInancial Inc	10	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	6	Jun 30, 26	--	0.00%
RMG Wealth Management LLC	5	Jun 30, 26	+5	0.00%
Russell Investments Group, Ltd.	4	Jun 30, 26	-265	0.00%
Glassman Wealth Services	3	Jun 30, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	2	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	2	Jun 30, 26	+2	0.00%
Continuum Advisory, LLC	2	Jun 30, 26	+2	0.00%
Larson Financial Group LLC	1	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1	Jun 30, 26	--	0.00%
Truvestments Capital LLC	1	Jun 30, 26	-1	0.00%
SHP Wealth Management	1	Jun 30, 26	--	0.00%
Accent Capital Management, LLC	--	Jun 30, 26	-8.46K	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-1.10K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-2	--
Richmond Investment Services, LLC	--	Jun 30, 26	-1.39K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-2.26K	--
POM Investment Strategies, LLC	--	Jun 30, 26	-100	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-1.48K	--
M&T BANK CORP	--	Jun 30, 26	-1.00K	--
Operose Advisors LLC	--	Jun 30, 26	-24	--
GILL CAPITAL PARTNERS, LLC	--	Jun 30, 26	-110	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-154	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-213	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-9.09K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-5.65K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-1.64K	--
GTS SECURITIES LLC	--	Jun 30, 26	-17.18K	--
Fortis Capital Advisors, LLC	--	Jun 30, 26	-3.34K	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-62	--
Independent Advisor Alliance	--	Jun 30, 26	-4.36K	--
SIGNET FINANCIAL MANAGEMENT, LLC	16.65K	Mar 31, 26	-919	0.06%
CWM, LLC	2.58K	Mar 31, 26	+52	0.01%
U.S. Capital Wealth Advisors, LLC	1.82K	Mar 31, 26	--	0.01%
Leo Wealth, LLC	1.62K	Mar 31, 26	-125	0.01%
Sunbelt Securities, Inc.	1.62K	Mar 31, 26	--	0.01%
BROWN, LISLE/CUMMINGS, INC.	635	Mar 31, 26	--	0.00%
Horizons Wealth Management	622	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	109	Mar 31, 26	-12	0.00%
Anchor Investment Management, LLC	62	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	5	Mar 31, 26	+5	0.00%
COMERICA BANK	20.27K	Dec 31, 25	+32	0.07%
VANGUARD GROUP INC	2.82K	Dec 31, 25	+39	0.01%
Alpha Cubed Investments, LLC	1.98K	Dec 31, 25	--	0.01%
NICOLET ADVISORY SERVICES, LLC	1.64K	Dec 31, 25	--	0.01%
Ransom Advisory, Ltd	200	Dec 31, 25	+200	0.00%
CIBC Private Wealth Group, LLC	153	Dec 31, 25	--	0.00%
Litman Gregory Wealth Management LLC	68	Dec 31, 25	+68	0.00%
TUCKER ASSET MANAGEMENT LLC	33	Dec 31, 25	+33	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-27	--
Cadence Bank	--	Dec 31, 25	-1.01K	--
Ascent Capital Management, LLC	11.00K	Sep 30, 25	-44	0.04%
Strive Asset Management, LLC	8.06K	Sep 30, 25	-2.69K	0.03%
Bristlecone Advisors, LLC	2.43K	Sep 30, 25	--	0.01%
Obsidian Personal Planning Solutions LLC	1.18K	Sep 30, 25	-117	0.00%
FIRST NATIONAL CORP /MA/ /ADV	1.07K	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	326	Sep 30, 25	+326	0.00%
EFG Asset Management (Americas) Corp.	--	Sep 30, 25	-1.41K	--
AVANTAX ADVISORY SERVICES, INC.	377.02K	Jun 30, 25	+4.11K	1.26%
Family Firm, Inc.	24.57K	Jun 30, 25	-210	0.08%
Centricity Wealth Management, LLC	18.90K	Jun 30, 25	-264	0.06%
Atria Wealth Solutions, Inc.	14.75K	Jun 30, 25	-1.99K	0.05%
Von Berge Wealth Management Group, LLC	6.51K	Jun 30, 25	+174	0.02%
Iron Horse Wealth Management, LLC	112	Jun 30, 25	+112	0.00%
Lane & Associates LLC	31.20K	Mar 31, 25	-342	0.10%
GRAYHAWK INVESTMENT STRATEGIES INC.	27.73K	Mar 31, 25	-7.50K	0.09%
Orion Portfolio Solutions, LLC	2.80K	Mar 31, 25	+1.10K	0.01%
Cutter & CO Brokerage, Inc.	2.33K	Mar 31, 25	+3	0.01%
Lindbrook Capital, LLC	110	Mar 31, 25	-1.18K	0.00%
SignalPoint Asset Management, LLC	14.54K	Dec 31, 24	-2.04K	0.05%
Kiely Wealth Advisory Group, Inc.	11.64K	Dec 31, 24	-954	0.04%
Geller Advisors LLC	8.45K	Dec 31, 24	+94	0.03%
Merriman Wealth Management, LLC	1.09K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	170.37K	Sep 30, 24	+3.46K	0.57%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	74.89K	Sep 30, 24	+8.87K	0.25%
RAYMOND JAMES & ASSOCIATES	68.42K	Sep 30, 24	-2.29K	0.23%
Gateway Advisory, LLC	18.73K	Sep 30, 24	+58	0.06%
FinTrust Capital Advisors, LLC	600	Sep 30, 24	-93	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.99K	Jun 30, 24	--	0.01%
Private Ocean, LLC	1.06K	Jun 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	225	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-395	--
Cetera Advisors LLC	43.67K	Mar 31, 24	+23.08K	0.15%
Cetera Advisor Networks LLC	11.49K	Mar 31, 24	+105	0.04%
CREDIT SUISSE AG/	2.10K	Mar 31, 24	--	0.01%
CAMBRIDGE TRUST CO	550	Mar 31, 24	+550	0.00%
Bridgeworth, LLC	36.15K	Dec 31, 23	-445	0.12%
Simplicity Solutions, LLC	4.61K	Dec 31, 23	-651	0.02%
ADVISOR PARTNERS II, LLC	65.04K	Sep 30, 23	+48.86K	0.22%
PATHSTONE FAMILY OFFICE, LLC	41.08K	Sep 30, 23	+3.10K	0.14%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.88K	Sep 30, 23	-400	0.03%
COMERICA SECURITIES,INC.	6.26K	Sep 30, 23	-38	0.02%
COLONY GROUP LLC	3.23K	Sep 30, 23	-163	0.01%
Mangham Associates,LLC	--	Sep 30, 23	-2.73K	--
Relaxing Retirement Coach	3.72K	Jun 30, 23	--	0.01%
EFG CAPITAL INTERNATIONAL CORP.	1.79K	Jun 30, 23	+1.79K	0.01%
Clear Perspectives Financial Planning, LLC	63.98K	Mar 31, 23	+59.48K	0.21%
Ahrens Investment Partners LLC	69	Mar 31, 23	+69	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	751	Dec 31, 22	--	0.00%
HM Capital Management, LLC	93.05K	Sep 30, 22	+1.71K	0.31%
REGENTATLANTIC CAPITAL LLC	4.91K	Sep 30, 22	+2.17K	0.02%
Round Table Services, LLC	3.56K	Sep 30, 22	+795	0.01%
American Portfolios Advisors	1.43K	Sep 30, 22	+1.43K	0.00%
Covington Capital Management	85	Sep 30, 22	--	0.00%
Doyle Wealth Management	--	Sep 30, 22	-1.54K	--
Corient Capital Partners, LLC	--	Sep 30, 22	-384.26K	--
Titus Wealth Management	1.96K	Jun 30, 22	+2	0.01%
Private Capital Group, LLC	1.24K	Jun 30, 22	-2.29K	0.00%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1.10K	Jun 30, 22	+1.10K	0.00%
Altium Wealth Management LLC	--	Jun 30, 22	-123.65K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.75K	Mar 31, 22	-564	0.01%
Lenox Wealth Advisors, LLC	500	Mar 31, 22	+500	0.00%
Holloway Wealth Management, LLC	249	Mar 31, 22	--	0.00%
Biltmore Capital Advisors LLC	74.24K	Dec 31, 21	+2.46K	0.25%
Windsor Creek Advisors, LLC	9.28K	Dec 31, 21	-9.10K	0.03%
QUEST CAPITAL MANAGEMENT INC /ADV	2.02K	Dec 31, 21	--	0.01%
REILLY FINANCIAL ADVISORS, LLC	50	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-3.10K	--
Cardan Capital Partners, LLC	4.60K	Sep 30, 21	--	0.02%
Ameritas Investment Company, LLC	3.59K	Sep 30, 21	+35	0.01%
DERBY & COMPANY, INC	3.40K	Sep 30, 21	--	0.01%
USCA RIA LLC	1.82K	Jun 30, 21	--	0.01%
FCG ADVISORS, LLC	13.15K	Sep 30, 20	-569	0.04%
TRUEWEALTH LLC	100	Jun 30, 20	+100	0.00%
Advisor Group, Inc.	66.37K	Dec 31, 19	+9.90K	0.22%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.25K	Dec 31, 19	-476	0.03%
SUNTRUST BANKS INC	4.23K	Sep 30, 19	+84	0.01%
HL FINANCIAL SERVICES LLC	9.87K	Mar 31, 19	-1.50K	0.03%
IFC Holdings Incorporated/FL	2.12K	Dec 31, 17	+2.12K	0.01%
Commonwealth Equity Services, Inc	10.56K	Jun 30, 17	-2.70K	0.04%
MSI Financial Services Inc	1.03K	Dec 31, 16	-1.61K	0.00%
MANAGED ACCOUNT ADVISORS LLC	68	Jun 30, 15	-67	0.00%
UBS AG	93.20K	Sep 30, 14	+25.91K	0.31%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-4.50K	--
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-12.88K	--

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.88M

Jun 30, 26

+15.81K

6.30%

MORGAN STANLEY

1.20M

Jun 30, 26

+30.60K

4.03%

UBS Group AG

631.28K

Jun 30, 26

-50.26K

2.11%

JPMORGAN CHASE & CO

530.29K

Jun 30, 26

+48.68K

1.77%

Cetera Investment Advisers

514.72K

Jun 30, 26

+285

1.72%

LPL Financial LLC

488.68K

Jun 30, 26

-104.30K

1.64%

AMERIPRISE FINANCIAL INC

367.88K

Jun 30, 26

-6.78K

1.23%

RAYMOND JAMES FINANCIAL INC

367.54K

Jun 30, 26

-70.52K

1.23%

SHAKESPEARE WEALTH MANAGEMENT, INC.

348.55K

Jun 30, 26

+66.57K

1.17%

ADVISOR GROUP HOLDINGS, INC.

306.82K

Jun 30, 26

+6.87K

1.03%

CI Private Wealth, LLC

300.04K

Jun 30, 26

-5.17K

1.00%

WELLS FARGO & COMPANY/MN

290.76K

Jun 30, 26

+20.36K

0.97%

Stordahl Capital Management, Inc.

249.71K

Jun 30, 26

+4.29K

0.84%

HighTower Advisors, LLC

182.87K

Jun 30, 26

-4.65K

0.61%

ENVESTNET ASSET MANAGEMENT INC

162.50K

Jun 30, 26

+446

0.54%

Grant Street Asset Management, Inc.

158.48K

Jun 30, 26

+6.00K

0.53%

Zhang Financial LLC

124.15K

Jun 30, 26

+16.28K

0.42%

PETREDIS INVESTMENT ADVISORS LLC

120.52K

Jun 30, 26

-1.93K

0.40%

Modern Wealth Management, LLC

99.00K

Jun 30, 26

+99.00K

0.33%

ROYAL BANK OF CANADA

95.83K

Jun 30, 26

-10.26K

0.32%

Cambridge Investment Research Advisors, Inc.

95.68K

Jun 30, 26

+11.87K

0.32%

MMA ASSET MANAGEMENT LLC

89.03K

Jun 30, 26

+3.13K

0.30%

Pathstone Holdings, LLC

87.89K

Jun 30, 26

-10.47K

0.29%

Mesirow Financial Investment Management, Inc.

85.35K

Jun 30, 26

+1.72K

0.29%

Graves Light Lenhart Wealth, Inc.

79.04K

Jun 30, 26

+8.65K

0.26%

Merit Financial Group, LLC

76.96K

Jun 30, 26

-67

0.26%

Savant Capital, LLC

76.73K

Jun 30, 26

+38.58K

0.26%

Lutz Financial Services LLC

71.73K

Jun 30, 26

-561

0.24%

PHILLIPS FINANCIAL MANAGEMENT, LLC

71.68K

Jun 30, 26

-12.17K

0.24%

Private Advisor Group, LLC

70.92K

Jun 30, 26

-18.31K

0.24%

Sanctuary Advisors, LLC

67.79K

Jun 30, 26

+60.07K

0.23%

Beacon Capital Management, LLC

65.62K

Jun 30, 26

-5.50K

0.22%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

64.65K

Jun 30, 26

-2.86K

0.22%

Cascades Capital Asset Management, LLC

64.58K

Jun 30, 26

-996

0.22%

JONES FINANCIAL COMPANIES LLLP

60.81K

Jun 30, 26

+9.96K

0.20%

Resources Investment Advisors, LLC.

58.72K

Jun 30, 26

-46.46K

0.20%

Aspire Growth Partners LLC

58.29K

Jun 30, 26

+3.91K

0.20%

CONNING INC.

57.21K

Jun 30, 26

-3.27K

0.19%

Garde Capital, Inc.

54.71K

Jun 30, 26

+26.70K

0.18%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

51.74K

Jun 30, 26

+31.03K

0.17%

Summit Financial, LLC

50.41K

Jun 30, 26

+127

0.17%

Relyea Zuckerberg Hanson LLC

49.92K

Jun 30, 26

-278

0.17%

Betterment LLC

49.35K

Jun 30, 26

-1.29K

0.17%

Rockefeller Capital Management L.P.

47.14K

Jun 30, 26

-1.95K

0.16%

Miracle Mile Advisors, LLC

46.17K

Jun 30, 26

-788

0.15%

EHRLICH FINANCIAL GROUP

45.81K

Jun 30, 26

+7.10K

0.15%

First Bank & Trust

45.76K

Jun 30, 26

0.15%

CARY STREET PARTNERS FINANCIAL LLC

44.58K

Jun 30, 26

+830

0.15%

STIFEL FINANCIAL CORP

44.58K

Jun 30, 26

-1.45K

0.15%

Mariner, LLC

43.98K

Jun 30, 26

-627

0.15%

MGO ONE SEVEN LLC

43.78K

Jun 30, 26

-11.17K

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

42.91K

Jun 30, 26

+1.76K

0.14%

Ronald Blue Trust, Inc.

41.82K

Jun 30, 26

+430

0.14%

Cerity Partners LLC

41.75K

Jun 30, 26

+5.61K

0.14%

Connecticut Wealth Management, LLC

41.08K

Jun 30, 26

-9

0.14%

Kestra Advisory Services, LLC

40.21K

Jun 30, 26

-2.32K

0.13%

PRUDENTIAL FINANCIAL INC

37.86K

Jun 30, 26

-122.10K

0.13%

FMR LLC

36.55K

Jun 30, 26

+2.64K

0.12%

Mutual Advisors, LLC

35.47K

Jun 30, 26

-10.03K

0.12%

GOLDMAN SACHS GROUP INC

32.57K

Jun 30, 26

-18.16K

0.11%

Keystone Financial Group

32.39K

Jun 30, 26

+2.42K

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

31.55K

Jun 30, 26

-4.38K

0.11%

Strategies Wealth Advisors, LLC

31.41K

Jun 30, 26

+15

0.11%

FLAGSHIP WEALTH ADVISORS, LLC

31.25K

Jun 30, 26

+14.54K

0.10%

TRUIST FINANCIAL CORP

30.46K

Jun 30, 26

-524

0.10%

Stratos Wealth Advisors, LLC

29.47K

Jun 30, 26

-5.03K

0.10%

MML INVESTORS SERVICES, LLC

28.30K

Jun 30, 26

+3.74K

0.09%

MONETA GROUP INVESTMENT ADVISORS LLC

27.85K

Jun 30, 26

-2.71K

0.09%

Ramiah Investment Group

27.75K

Jun 30, 26

+1.86K

0.09%

Fairscale Capital, LLC

27.44K

Jun 30, 26

-57

0.09%

Hoxton Planning & Management, LLC

26.79K

Jun 30, 26

+3.82K

0.09%

BLAIR WILLIAM & CO/IL

26.26K

Jun 30, 26

+1.47K

0.09%

Avant Capital LLC

25.45K

Jun 30, 26

-269

0.09%

Delta Wealth Advisors LLC

22.85K

Jun 30, 26

+364

0.08%

BROWN ADVISORY INC

22.71K

Jun 30, 26

0.08%

Caprock Group, LLC

21.86K

Jun 30, 26

+80

0.07%

FIFTH THIRD BANCORP

20.41K

Jun 30, 26

-201

0.07%

Janney Montgomery Scott LLC

20.25K

Jun 30, 26

+1.50K

0.07%

BALANCED WEALTH GROUP LLC

20.12K

Jun 30, 26

+40

0.07%

Midwest Financial Network, LLC

19.88K

Jun 30, 26

-3.94K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.87K

Jun 30, 26

-12.26K

0.07%

Farther Finance Advisors, LLC

19.33K

Jun 30, 26

-215

0.06%

OneAscent Financial Services LLC

19.14K

Jun 30, 26

+19.14K

0.06%

Beacon Pointe Advisors, LLC

18.77K

Jun 30, 26

-2.90K

0.06%

KEYBANK NATIONAL ASSOCIATION/OH

18.09K

Jun 30, 26

-245

0.06%

First Bancorp, Inc /ME/

18.09K

Jun 30, 26

-3

0.06%

Valmark Advisers, Inc.

18.06K

Jun 30, 26

-260

0.06%

BEACON FINANCIAL PLANNING, INC

17.82K

Jun 30, 26

+635

0.06%

WBH ADVISORY INC

17.71K

Jun 30, 26

-919

0.06%

Allworth Financial LP

17.32K

Jun 30, 26

-369

0.06%

IAMS WEALTH MANAGEMENT, LLC

17.06K

Jun 30, 26

+4.38K

0.06%

North Star Investment Management Corp.

16.50K

Jun 30, 26

-1.44K

0.06%

FLAGSHIP HARBOR ADVISORS, LLC

16.26K

Jun 30, 26

+438

0.05%

LAZARD ASSET MANAGEMENT LLC

15.80K

Jun 30, 26

-31

0.05%

ENCOMPASS WEALTH ADVISORS, LLC

15.58K

Jun 30, 26

-72

0.05%

INSIGHT 2811, INC.

14.83K

Jun 30, 26

+77

0.05%

Ohio National Investments, Inc.

14.00K

Jun 30, 26

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

13.90K

Jun 30, 26

-305

0.05%

Evergreen Wealth Solutions, LLC

13.56K

Jun 30, 26

+143

0.05%

Baird Financial Group, Inc.

13.33K

Jun 30, 26

+212

0.04%

FIFTH THIRD SECURITIES, INC.

13.26K

Jun 30, 26

+197

0.04%

HFG Advisors, Inc.

13.11K

Jun 30, 26

-101

0.04%

NATIXIS ADVISORS, L.P.

12.69K

Jun 30, 26

+2.20K

0.04%

CAPTRUST FINANCIAL ADVISORS

12.57K

Jun 30, 26

+765

0.04%

MAI Capital Management

12.55K

Jun 30, 26

+9.09K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

12.55K

Jun 30, 26

+5.59K

0.04%

Prospera Financial Services Inc

12.29K

Jun 30, 26

-1.13K

0.04%

TITLEIST ASSET MANAGEMENT, LLC

11.66K

Jun 30, 26

+2.00K

0.04%

Colony Group, LLC

11.64K

Jun 30, 26

+223

0.04%

PKS Advisory Services, LLC

11.44K

Jun 30, 26

+11.44K

0.04%

J.W. COLE ADVISORS, INC.

11.32K

Jun 30, 26

+11.32K

0.04%

PEAPACK GLADSTONE FINANCIAL CORP

11.29K

Jun 30, 26

-1

0.04%

TD PRIVATE CLIENT WEALTH LLC

11.14K

Jun 30, 26

-575

0.04%

BlackRock, Inc.

10.90K

Jun 30, 26

+3.14K

0.04%

Equitable Holdings, Inc.

10.79K

Jun 30, 26

-1.58K

0.04%

Essex Financial Services, Inc.

10.73K

Jun 30, 26

-879

0.04%

AQR CAPITAL MANAGEMENT LLC

10.64K

Jun 30, 26

-6.53K

0.04%

Arlington Trust Co LLC

10.43K

Jun 30, 26

-3.71K

0.03%

Clientfirst Wealth Management, LLC

10.01K

Jun 30, 26

0.03%

Gotham Asset Management, LLC

9.60K

Jun 30, 26

+455

0.03%

Virtue Capital Management, LLC

9.45K

Jun 30, 26

-2.07K

0.03%

Summit Trail Advisors, LLC

9.43K

Jun 30, 26

-156

0.03%

Modera Wealth Management, LLC

9.43K

Jun 30, 26

-8

0.03%

JOHNSON INVESTMENT COUNSEL INC

9.41K

Jun 30, 26

-2.40K

0.03%

MOSAIC FAMILY WEALTH PARTNERS, LLC

9.39K

Jun 30, 26

+26

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

9.26K

Jun 30, 26

-126

0.03%

Stonebridge Financial Planning Group, LLC

9.01K

Jun 30, 26

-184

0.03%

CITIZENS FINANCIAL GROUP INC/RI

8.96K

Jun 30, 26

+1.44K

0.03%

Allen Investment Management LLC

8.89K

Jun 30, 26

0.03%

Innova Wealth Partners

8.87K

Jun 30, 26

+2.63K

0.03%

Wealthspire Advisors, LLC

8.68K

Jun 30, 26

+2.02K

0.03%

NewEdge Wealth, LLC

8.52K

Jun 30, 26

0.03%

US BANCORP \DE\

8.43K

Jun 30, 26

+585

0.03%

Expressive Wealth LLC

8.38K

Jun 30, 26

-75

0.03%

MATHER GROUP, LLC.

8.35K

Jun 30, 26

-1.14K

0.03%

Beacon Bridge Wealth Partners, LLC

7.95K

Jun 30, 26

-104

0.03%

Brookstone Capital Management

7.91K

Jun 30, 26

-1.54K

0.03%

FORTRESS PRIVATE LEDGER, LLC

7.79K

Jun 30, 26

+3.33K

0.03%

Ameritas Advisory Services, LLC

7.70K

Jun 30, 26

+253

0.03%

Creative Planning

7.69K

Jun 30, 26

+1.24K

0.03%

CoreCap Advisors, LLC

7.68K

Jun 30, 26

+596

0.03%

TD Waterhouse Canada Inc.

7.68K

Jun 30, 26

-75

0.03%

Sierra Capital LLC

7.66K

Jun 30, 26

-154

0.03%

CENTAURUS FINANCIAL, INC.

7.20K

Jun 30, 26

+214

0.02%

Apollon Financial, LLC

7.15K

Jun 30, 26

+453

0.02%

Bragg Financial Advisors, Inc

7.14K

Jun 30, 26

+249

0.02%

Regal Investment Advisors LLC

6.88K

Jun 30, 26

+25

0.02%

BANK OF MONTREAL /CAN/

6.83K

Jun 30, 26

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

6.59K

Jun 30, 26

0.02%

Northern Lights Advisors, Inc.

6.54K

Jun 30, 26

-710

0.02%

Intrua Financial, LLC

6.50K

Jun 30, 26

-640

0.02%

TOWNSQUARE CAPITAL LLC

6.46K

Jun 30, 26

0.02%

Avion Wealth

6.34K

Jun 30, 26

-51

0.02%

Evercore Wealth Management, LLC

6.30K

Jun 30, 26

0.02%

Compass Financial Group, INC/SD

6.21K

Jun 30, 26

0.02%

Apeiron RIA LLC

6.19K

Jun 30, 26

-118

0.02%

Gemmer Asset Management LLC

6.12K

Jun 30, 26

0.02%

NORTHERN TRUST CORP

6.07K

Jun 30, 26

-10

0.02%

LOWERY THOMAS, LLC

6.04K

Jun 30, 26

-75

0.02%

Federation des caisses Desjardins du Quebec

6.02K

Jun 30, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

5.93K

Jun 30, 26

+548

0.02%

HighPoint Advisor Group LLC

5.84K

Jun 30, 26

-107

0.02%

Simplicity Wealth,LLC

5.79K

Jun 30, 26

+5.79K

0.02%

KWB Wealth

5.54K

Jun 30, 26

-94

0.02%

Fiera Capital Corp

5.54K

Jun 30, 26

-463

0.02%

Stratos Wealth Partners, LTD.

5.49K

Jun 30, 26

-25

0.02%

Capital Advisors Wealth Management, LLC

5.44K

Jun 30, 26

+23

0.02%

Bluesphere Advisors, LLC

5.40K

Jun 30, 26

+18

0.02%

Security Financial Services, INC.

5.27K

Jun 30, 26

-124

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

5.14K

Jun 30, 26

-83

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

5.09K

Jun 30, 26

+645

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

5.01K

Jun 30, 26

+446

0.02%

Diversify Advisory Services, LLC

5.01K

Jun 30, 26

+5.01K

0.02%

Atria Investments, Inc

4.99K

Jun 30, 26

+3.08K

0.02%

RPS ADVISORY SOLUTIONS LLC

4.95K

Jun 30, 26

-51

0.02%

D.A. DAVIDSON & CO.

4.92K

Jun 30, 26

0.02%

CHOREO, LLC

4.83K

Jun 30, 26

-254

0.02%

Quantinno Capital Management LP

4.82K

Jun 30, 26

-350

0.02%

Visionary Wealth Advisors

4.82K

Jun 30, 26

0.02%

SCS Capital Management LLC

4.81K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

4.75K

Jun 30, 26

-26

0.02%

Beaird Harris Wealth Management, LLC

4.73K

Jun 30, 26

-710

0.02%

Santori & Peters, Inc.

4.70K

Jun 30, 26

0.02%

Capital Asset Managemnet, LLC

4.57K

Jun 30, 26

-176

0.02%

Beaumont Asset Management, L.L.C.

4.50K

Jun 30, 26

-93

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.42K

Jun 30, 26

+57

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

4.41K

Jun 30, 26

+111

0.01%

Soltis Investment Advisors LLC

4.33K

Jun 30, 26

0.01%

Wedmont Private Capital

4.32K

Jun 30, 26

-9

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

4.26K

Jun 30, 26

-167

0.01%

NAPLES GLOBAL ADVISORS, LLC

4.25K

Jun 30, 26

0.01%

LVW Advisors, LLC

4.24K

Jun 30, 26

+4.24K

0.01%

Northwest Wealth Advisors, LLC

4.17K

Jun 30, 26

-22

0.01%

PRINCIPAL SECURITIES, INC.

4.13K

Jun 30, 26

-54

0.01%

Verum Partners LLC

4.11K

Jun 30, 26

-362

0.01%

RFG Advisory, LLC

4.05K

Jun 30, 26

-1.45K

0.01%

Sherman Wealth Management LLC

4.00K

Jun 30, 26

+15

0.01%

MSH Capital Advisors LLC

4.00K

Jun 30, 26

+2.80K

0.01%

Arbor Investment Advisors, LLC

3.94K

Jun 30, 26

0.01%

CERTUITY, LLC

3.86K

Jun 30, 26

+16

0.01%

MidFirst Bank

3.85K

Jun 30, 26

0.01%

NewEdge Advisors, LLC

3.72K

Jun 30, 26

+186

0.01%

HARBOUR INVESTMENTS, INC.

3.67K

Jun 30, 26

+90

0.01%

BROWN BROTHERS HARRIMAN & CO

3.63K

Jun 30, 26

-5.10K

0.01%

RENAISSANCE TECHNOLOGIES LLC

3.60K

Jun 30, 26

+3.60K

0.01%

Creekside Partners

3.54K

Jun 30, 26

0.01%

Marshall Financial Group LLC

3.50K

Jun 30, 26

0.01%

COZAD ASSET MANAGEMENT INC

3.49K

Jun 30, 26

-37

0.01%

Kingsview Wealth Management, LLC

3.47K

Jun 30, 26

+1.10K

0.01%

WEST BANCORPORATION INC

3.45K

Jun 30, 26

0.01%

WealthCare Investment Partners, LLC

3.39K

Jun 30, 26

+30

0.01%

MidAtlantic Capital Management, Inc.

3.39K

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

3.38K

Jun 30, 26

0.01%

Archer Investment Corp

3.36K

Jun 30, 26

+549

0.01%

VERUS WEALTH MANAGEMENT, LLC

3.31K

Jun 30, 26

-245

0.01%

Pinnacle Bancorp, Inc.

3.28K

Jun 30, 26

-6

0.01%

SILVER OAK SECURITIES, INCORPORATED

3.25K

Jun 30, 26

-36

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

3.21K

Jun 30, 26

+352

0.01%

VANGUARD ADVISERS INC

3.19K

Jun 30, 26

+423

0.01%

Magnus Financial Group LLC

3.15K

Jun 30, 26

+12

0.01%

STEPHENS INC /AR/

3.14K

Jun 30, 26

-98

0.01%

ORG Wealth Partners, LLC

3.10K

Jun 30, 26

+3.10K

0.01%

Centric Wealth Management

3.09K

Jun 30, 26

+1.54K

0.01%

THRYVE WEALTH MANAGEMENT LLC

3.01K

Jun 30, 26

-1.80K

0.01%

Sightline Wealth Advisors, LLC

3.00K

Jun 30, 26

0.01%

CIBC Bancorp USA Inc.

2.95K

Jun 30, 26

+2.95K

0.01%

Advisory Services Network, LLC

2.95K

Jun 30, 26

-371

0.01%

Kropog Financial Group, LLC

2.92K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

2.83K

Jun 30, 26

+162

0.01%

Rodgers & Associates, LTD

2.83K

Jun 30, 26

+282

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.80K

Jun 30, 26

-114

0.01%

Turtle Creek Wealth Advisors, LLC

2.75K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

2.72K

Jun 30, 26

+2.22K

0.01%

BlueChip Wealth Advisors LLC

2.67K

Jun 30, 26

0.01%

Waverly Advisors, LLC

2.66K

Jun 30, 26

0.01%

Lido Advisors, LLC

2.64K

Jun 30, 26

-191

0.01%

Warner Group LLC

2.62K

Jun 30, 26

+972

0.01%

AE Wealth Management LLC

2.61K

Jun 30, 26

-680

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.59K

Jun 30, 26

-399

0.01%

Shulman DeMeo Asset Management LLC

2.57K

Jun 30, 26

+126

0.01%

SBI Securities Co., Ltd.

2.57K

Jun 30, 26

-26

0.01%

Affinity Capital Advisors, LLC

2.55K

Jun 30, 26

0.01%

BHK Investment Advisors, LLC

2.50K

Jun 30, 26

0.01%

Pinnacle Financial Group, LLC / IL

2.50K

Jun 30, 26

0.01%

Root Financial Partners, LLC

2.47K

Jun 30, 26

-3

0.01%

Roundview Capital LLC

2.42K

Jun 30, 26

0.01%

Confluence Wealth Services, Inc.

2.34K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

2.34K

Jun 30, 26

-152

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

2.34K

Jun 30, 26

+2.34K

0.01%

Apollon Wealth Management, LLC

2.33K

Jun 30, 26

+2.33K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.28K

Jun 30, 26

-253

0.01%

Western Wealth Management, LLC

2.25K

Jun 30, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.25K

Jun 30, 26

-13.82K

0.01%

Centurion Wealth Management LLC

2.24K

Jun 30, 26

-1.33K

0.01%

Advisory Alpha, LLC

2.20K

Jun 30, 26

-3.97K

0.01%

Facet Wealth, Inc.

2.19K

Jun 30, 26

+2.19K

0.01%

Pasadena Private Wealth, LLC

2.17K

Jun 30, 26

0.01%

Evernest Financial Advisors, LLC

2.14K

Jun 30, 26

0.01%

Roberts Wealth Advisors, LLC

2.13K

Jun 30, 26

-68

0.01%

1900 WEALTH MANAGEMENT LLC

2.12K

Jun 30, 26

0.01%

Walker Asset Management, LLC

2.09K

Jun 30, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

2.03K

Jun 30, 26

+130

0.01%

PETTYJOHN, WOOD & WHITE, INC

2.02K

Jun 30, 26

0.01%

Heritage Wealth Advisors

2.02K

Jun 30, 26

+2.02K

0.01%

CM WEALTH ADVISORS LLC

2.01K

Jun 30, 26

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.01K

Jun 30, 26

-544

0.01%

Savvy Advisors, Inc.

2.00K

Jun 30, 26

-799

0.01%

Oxler Private Wealth LLC

1.95K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

1.93K

Jun 30, 26

+293

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.93K

Jun 30, 26

+101

0.01%

IFG Advisors, LLC

1.89K

Jun 30, 26

0.01%

Keel Point, LLC

1.88K

Jun 30, 26

0.01%

SMITH, MOORE & CO.

1.84K

Jun 30, 26

+16

0.01%

Buckingham Strategic Partners

1.81K

Jun 30, 26

+1.81K

0.01%

Calamos Advisors LLC

1.81K

Jun 30, 26

0.01%

Guidance Point Advisors, LLC

1.80K

Jun 30, 26

0.01%

CapWealth Advisors, LLC

1.79K

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

1.76K

Jun 30, 26

+693

0.01%

HB Wealth Management, LLC

1.72K

Jun 30, 26

+1.72K

0.01%

Atomi Financial Group, Inc.

1.69K

Jun 30, 26

+192

0.01%

HANOVER ADVISORS INC

1.68K

Jun 30, 26

0.01%

IEQ CAPITAL, LLC

1.68K

Jun 30, 26

-10

0.01%

Snowden Capital Advisors LLC

1.67K

Jun 30, 26

-259

0.01%

Hardin Capital Partners, LLC

1.66K

Jun 30, 26

+130

0.01%

NICOLET BANKSHARES INC

1.64K

Jun 30, 26

0.01%

Net Worth Advisory Group

1.62K

Jun 30, 26

+42

0.01%

Lakeside Advisors, INC.

1.61K

Jun 30, 26

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

1.60K

Jun 30, 26

-91

0.01%

Cassaday & Co Wealth Management LLC

1.59K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

1.57K

Jun 30, 26

+17

0.01%

PARK AVENUE SECURITIES LLC

1.55K

Jun 30, 26

-52

0.01%

AdvisorNet Financial, Inc

1.54K

Jun 30, 26

-24

0.01%

Bank of New York Mellon Corp

1.51K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

1.46K

Jun 30, 26

+1.46K

0.00%

Fairway Wealth LLC

1.45K

Jun 30, 26

0.00%

A4 Wealth Advisors LLC

1.42K

Jun 30, 26

-309

0.00%

Stone Point Wealth LLC

1.42K

Jun 30, 26

0.00%

Colter Lewis Investment Partners LLC

1.41K

Jun 30, 26

0.00%

Berger Financial Group, Inc

1.40K

Jun 30, 26

0.00%

Sound Income Strategies, LLC

1.40K

Jun 30, 26

-316

0.00%

Gutierrez Wealth Advisory, LLC

1.37K

Jun 30, 26

+227

0.00%

BECKER CAPITAL MANAGEMENT INC

1.36K

Jun 30, 26

-50

0.00%

Tull Financial Group, Inc.

1.36K

Jun 30, 26

+21

0.00%

Birchcreek Wealth Management, LLC

1.35K

Jun 30, 26

0.00%

Cresset Asset Management, LLC

1.35K

Jun 30, 26

0.00%

Gladstone Institutional Advisory LLC

1.35K

Jun 30, 26

0.00%

EAGLE GLOBAL ADVISORS LLC

1.35K

Jun 30, 26

0.00%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

1.35K

Jun 30, 26

+1.35K

0.00%

Wealth Management Associates, Inc.

1.34K

Jun 30, 26

0.00%

AA Financial Advisors, LLC

1.34K

Jun 30, 26

-184

0.00%

Guardian Wealth Management, Inc.

1.31K

Jun 30, 26

+45

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.31K

Jun 30, 26

+1.31K

0.00%

Optivise Advisory Services LLC

1.31K

Jun 30, 26

0.00%

Principle Wealth Partners LLC

1.30K

Jun 30, 26

-219

0.00%

CITIGROUP INC

1.30K

Jun 30, 26

-65

0.00%

LYNCH & ASSOCIATES/IN

1.30K

Jun 30, 26

0.00%

Sterling Group Wealth Management, LLC

1.30K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

1.29K

Jun 30, 26

-3.32K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.28K

Jun 30, 26

-98

0.00%

Hemenway Trust Co LLC

1.27K

Jun 30, 26

0.00%

XTX Topco Ltd

1.26K

Jun 30, 26

+1.26K

0.00%

Asset Management Advisors, LLC

1.25K

Jun 30, 26

-25

0.00%

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

1.25K

Jun 30, 26

+53

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

1.25K

Jun 30, 26

0.00%

CIBC Asset Management Inc

1.25K

Jun 30, 26

0.00%

CGN Advisors LLC

1.25K

Jun 30, 26

-178

0.00%

VSM Wealth Advisory, LLC

1.24K

Jun 30, 26

+124

0.00%

VERUS CAPITAL PARTNERS, LLC

1.24K

Jun 30, 26

+87

0.00%

Kovack Advisors, Inc.

1.23K

Jun 30, 26

+67

0.00%

BOK Financial Private Wealth, Inc.

1.22K

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

1.22K

Jun 30, 26

0.00%

Everhart Financial Group, Inc.

1.20K

Jun 30, 26

0.00%

LEGACY FINANCIAL GROUP, INC.

1.20K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

1.20K

Jun 30, 26

+1.08K

0.00%

Old North State Wealth Management, LLC

1.17K

Jun 30, 26

-11

0.00%

GREENWOOD GEARHART INC

1.16K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

1.15K

Jun 30, 26

0.00%

ASSETMARK, INC

1.15K

Jun 30, 26

-6

0.00%

NFP Retirement, Inc.

1.14K

Jun 30, 26

0.00%

Chicago Partners Investment Group LLC

1.13K

Jun 30, 26

+131

0.00%

TrueWealth Advisors, LLC

1.13K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.12K

Jun 30, 26

0.00%

Johnson Financial Group, LLC

1.09K

Jun 30, 26

+50

0.00%

GenTrust, LLC

1.09K

Jun 30, 26

0.00%

Fearless Solutions, LLC dba Best Invest

1.07K

Jun 30, 26

0.00%

Arkadios Wealth Advisors

1.06K

Jun 30, 26

-151

0.00%

MARQUETTE ASSOCIATES, INC.

1.06K

Jun 30, 26

0.00%

CHAPIN DAVIS, INC.

1.05K

Jun 30, 26

0.00%

Pure Financial Advisors, LLC

1.04K

Jun 30, 26

0.00%

StoneX Group Inc.

1.03K

Jun 30, 26

-449

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.02K

Jun 30, 26

-15

0.00%

Quotient Wealth Partners, LLC

1.02K

Jun 30, 26

+11

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

1.01K

Jun 30, 26

0.00%

Pacific Center for Financial Services

1.01K

Jun 30, 26

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

1.01K

Jun 30, 26

0.00%

Alpha Omega Wealth Management LLC

1.01K

Jun 30, 26

+1.01K

0.00%

Briggs Wealth Management, Inc

1.00K

Jun 30, 26

0.00%

Wealth Alliance

958

Jun 30, 26

+958

0.00%

Compagnie Lombard Odier SCmA

950

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

929

Jun 30, 26

+929

0.00%

Qube Research & Technologies Ltd

852

Jun 30, 26

+852

0.00%

Global Retirement Partners, LLC

814

Jun 30, 26

+814

0.00%

Ashton Thomas Private Wealth, LLC

808

Jun 30, 26

-452

0.00%

EFG International AG

795

Jun 30, 26

0.00%

Legacy Bridge, LLC

750

Jun 30, 26

-7

0.00%

PRIVATE TRUST CO NA

734

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

713

Jun 30, 26

0.00%

City State Bank

700

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

698

Jun 30, 26

0.00%

BESSEMER GROUP INC

618

Jun 30, 26

+618

0.00%

Bank of New Hampshire

595

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

568

Jun 30, 26

-1.92K

0.00%

Silver Grove Financial Group, Inc.

563

Jun 30, 26

+563

0.00%

CULLEN/FROST BANKERS, INC.

557

Jun 30, 26

0.00%

Minot DeBlois Advisors LLC

555

Jun 30, 26

0.00%

Asset Dedication, LLC

533

Jun 30, 26

0.00%

Nemes Rush Group LLC

512

Jun 30, 26

+476

0.00%

NBC SECURITIES, INC.

501

Jun 30, 26

0.00%

Align Financial, LLC

498

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

434

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

429

Jun 30, 26

0.00%

Spire Wealth Management

429

Jun 30, 26

+101

0.00%

ROTHSCHILD INVESTMENT LLC

417

Jun 30, 26

-5

0.00%

Comprehensive Financial Planning, Inc./PA

412

Jun 30, 26

0.00%

AlphaCore Capital LLC

396

Jun 30, 26

-10

0.00%

Y.D. More Investments Ltd

388

Jun 30, 26

0.00%

IFG Advisory, LLC

385

Jun 30, 26

+385

0.00%

MCF Advisors LLC

373

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

371

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

361

Jun 30, 26

-19

0.00%

PIN OAK INVESTMENT ADVISORS INC

351

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

322

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

318

Jun 30, 26

+318

0.00%

IMA Wealth, Inc.

318

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

308

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

300

Jun 30, 26

+300

0.00%

NBT BANK N A /NY

295

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

276

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

250

Jun 30, 26

0.00%

SIGNATUREFD, LLC

237

Jun 30, 26

0.00%

Capital Analysts, LLC

237

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

236

Jun 30, 26

+236

0.00%

Versant Capital Management, Inc

233

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

202

Jun 30, 26

+202

0.00%

HHM Wealth Advisors, LLC

200

Jun 30, 26

0.00%

Parallel Advisors, LLC

180

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

168

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

167

Jun 30, 26

0.00%

TRUST CO OF VERMONT

130

Jun 30, 26

+130

0.00%

1620 INVESTMENT ADVISORS, INC.

130

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

109

Jun 30, 26

+109

0.00%

TIAA Wealth Investment Management LLC

100

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

100

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

Jun 30, 26

0.00%

JDM Financial Group LLC

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

+74

0.00%

Concord Wealth Partners

Jun 30, 26

+69

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Westside Investment Management, Inc.

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+61

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

+53

0.00%

Golden State Equity Partners

Jun 30, 26

-73

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

0.00%

Bullock Wealth Management Group

Jun 30, 26

+35

0.00%

Friedenthal Financial

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

+15

0.00%

BLUELINE ADVISORS LLC

Jun 30, 26

-3

0.00%

SOA Wealth Advisors, LLC.

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

0.00%

Tripletail Wealth Management, LLC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-265

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

-1

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

Accent Capital Management, LLC

Jun 30, 26

-8.46K

Foundations Investment Advisors, LLC

Jun 30, 26

-1.10K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2

Richmond Investment Services, LLC

Jun 30, 26

-1.39K

SIMPLEX TRADING, LLC

Jun 30, 26

-2.26K

POM Investment Strategies, LLC

Jun 30, 26

-100

Brinker Capital Investments, LLC

Jun 30, 26

-1.48K

M&T BANK CORP

Jun 30, 26

-1.00K

Operose Advisors LLC

Jun 30, 26

-24

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

-110

Innovative Asset Advisors Group, LLC

Jun 30, 26

-154

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-213

EVOKE WEALTH, LLC

Jun 30, 26

-9.09K

FLOW TRADERS U.S. LLC

Jun 30, 26

-5.65K

CITADEL ADVISORS LLC

Jun 30, 26

-1.64K

GTS SECURITIES LLC

Jun 30, 26

-17.18K

Fortis Capital Advisors, LLC

Jun 30, 26

-3.34K

EverSource Wealth Advisors, LLC

Jun 30, 26

-62

Independent Advisor Alliance

Jun 30, 26

-4.36K

SIGNET FINANCIAL MANAGEMENT, LLC

16.65K

Mar 31, 26

-919

0.06%

CWM, LLC

2.58K

Mar 31, 26

+52

0.01%

U.S. Capital Wealth Advisors, LLC

1.82K

Mar 31, 26

0.01%

Leo Wealth, LLC

1.62K

Mar 31, 26

-125

0.01%

Sunbelt Securities, Inc.

1.62K

Mar 31, 26

0.01%

BROWN, LISLE/CUMMINGS, INC.

635

Mar 31, 26

0.00%

Horizons Wealth Management

622

Mar 31, 26

0.00%

McIlrath & Eck, LLC

109

Mar 31, 26

-12

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

COMERICA BANK

20.27K

Dec 31, 25

+32

0.07%

VANGUARD GROUP INC

2.82K

Dec 31, 25

+39

0.01%

Alpha Cubed Investments, LLC

1.98K

Dec 31, 25

0.01%

NICOLET ADVISORY SERVICES, LLC

1.64K

Dec 31, 25

0.01%

Ransom Advisory, Ltd

200

Dec 31, 25

+200

0.00%

CIBC Private Wealth Group, LLC

153

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

Dec 31, 25

+68

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+33

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-27

Cadence Bank

Dec 31, 25

-1.01K

Ascent Capital Management, LLC

11.00K

Sep 30, 25

-44

0.04%

Strive Asset Management, LLC

8.06K

Sep 30, 25

-2.69K

0.03%

Bristlecone Advisors, LLC

2.43K

Sep 30, 25

0.01%

Obsidian Personal Planning Solutions LLC

1.18K

Sep 30, 25

-117

0.00%

FIRST NATIONAL CORP /MA/ /ADV

1.07K

Sep 30, 25

0.00%

FSA Wealth Management LLC

326

Sep 30, 25

+326

0.00%

EFG Asset Management (Americas) Corp.

Sep 30, 25

-1.41K

AVANTAX ADVISORY SERVICES, INC.

377.02K

Jun 30, 25

+4.11K

1.26%

Family Firm, Inc.

24.57K

Jun 30, 25

-210

0.08%

Centricity Wealth Management, LLC

18.90K

Jun 30, 25

-264

0.06%

Atria Wealth Solutions, Inc.

14.75K

Jun 30, 25

-1.99K

0.05%

Von Berge Wealth Management Group, LLC

6.51K

Jun 30, 25

+174

0.02%

Iron Horse Wealth Management, LLC

112

Jun 30, 25

+112

0.00%

Lane & Associates LLC

31.20K

Mar 31, 25

-342

0.10%

GRAYHAWK INVESTMENT STRATEGIES INC.

27.73K

Mar 31, 25

-7.50K

0.09%

Orion Portfolio Solutions, LLC

2.80K

Mar 31, 25

+1.10K

0.01%

Cutter & CO Brokerage, Inc.

2.33K

Mar 31, 25

0.01%

Lindbrook Capital, LLC

110

Mar 31, 25

-1.18K

0.00%

SignalPoint Asset Management, LLC

14.54K

Dec 31, 24

-2.04K

0.05%

Kiely Wealth Advisory Group, Inc.

11.64K

Dec 31, 24

-954

0.04%

Geller Advisors LLC

8.45K

Dec 31, 24

+94

0.03%

Merriman Wealth Management, LLC

1.09K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

170.37K

Sep 30, 24

+3.46K

0.57%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

74.89K

Sep 30, 24

+8.87K

0.25%

RAYMOND JAMES & ASSOCIATES

68.42K

Sep 30, 24

-2.29K

0.23%

Gateway Advisory, LLC

18.73K

Sep 30, 24

+58

0.06%

FinTrust Capital Advisors, LLC

600

Sep 30, 24

-93

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.99K

Jun 30, 24

0.01%

Private Ocean, LLC

1.06K

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

225

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-395

Cetera Advisors LLC

43.67K

Mar 31, 24

+23.08K

0.15%

Cetera Advisor Networks LLC

11.49K

Mar 31, 24

+105

0.04%

CREDIT SUISSE AG/

2.10K

Mar 31, 24

0.01%

CAMBRIDGE TRUST CO

550

Mar 31, 24

+550

0.00%

Bridgeworth, LLC

36.15K

Dec 31, 23

-445

0.12%

Simplicity Solutions, LLC

4.61K

Dec 31, 23

-651

0.02%

ADVISOR PARTNERS II, LLC

65.04K

Sep 30, 23

+48.86K

0.22%

PATHSTONE FAMILY OFFICE, LLC

41.08K

Sep 30, 23

+3.10K

0.14%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.88K

Sep 30, 23

-400

0.03%

COMERICA SECURITIES,INC.

6.26K

Sep 30, 23

-38

0.02%

COLONY GROUP LLC

3.23K

Sep 30, 23

-163

0.01%

Mangham Associates,LLC

Sep 30, 23

-2.73K

Relaxing Retirement Coach

3.72K

Jun 30, 23

0.01%

EFG CAPITAL INTERNATIONAL CORP.

1.79K

Jun 30, 23

+1.79K

0.01%

Clear Perspectives Financial Planning, LLC

63.98K

Mar 31, 23

+59.48K

0.21%

Ahrens Investment Partners LLC

Mar 31, 23

+69

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

751

Dec 31, 22

0.00%

HM Capital Management, LLC

93.05K

Sep 30, 22

+1.71K

0.31%

REGENTATLANTIC CAPITAL LLC

4.91K

Sep 30, 22

+2.17K

0.02%

Round Table Services, LLC

3.56K

Sep 30, 22

+795

0.01%

American Portfolios Advisors

1.43K

Sep 30, 22

+1.43K

0.00%

Covington Capital Management

Sep 30, 22

0.00%

Doyle Wealth Management

Sep 30, 22

-1.54K

Corient Capital Partners, LLC

Sep 30, 22

-384.26K

Titus Wealth Management

1.96K

Jun 30, 22

0.01%

Private Capital Group, LLC

1.24K

Jun 30, 22

-2.29K

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

1.10K

Jun 30, 22

+1.10K

0.00%

Altium Wealth Management LLC

Jun 30, 22

-123.65K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.75K

Mar 31, 22

-564

0.01%

Lenox Wealth Advisors, LLC

500

Mar 31, 22

+500

0.00%

Holloway Wealth Management, LLC

249

Mar 31, 22

0.00%

Biltmore Capital Advisors LLC

74.24K

Dec 31, 21

+2.46K

0.25%

Windsor Creek Advisors, LLC

9.28K

Dec 31, 21

-9.10K

0.03%

QUEST CAPITAL MANAGEMENT INC /ADV

2.02K

Dec 31, 21

0.01%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-3.10K

Cardan Capital Partners, LLC

4.60K

Sep 30, 21

0.02%

Ameritas Investment Company, LLC

3.59K

Sep 30, 21

+35

0.01%

DERBY & COMPANY, INC

3.40K

Sep 30, 21

0.01%

USCA RIA LLC

1.82K

Jun 30, 21

0.01%

FCG ADVISORS, LLC

13.15K

Sep 30, 20

-569

0.04%

TRUEWEALTH LLC

100

Jun 30, 20

+100

0.00%

Advisor Group, Inc.

66.37K

Dec 31, 19

+9.90K

0.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.25K

Dec 31, 19

-476

0.03%

SUNTRUST BANKS INC

4.23K

Sep 30, 19

+84

0.01%

HL FINANCIAL SERVICES LLC

9.87K

Mar 31, 19

-1.50K

0.03%

IFC Holdings Incorporated/FL

2.12K

Dec 31, 17

+2.12K

0.01%

Commonwealth Equity Services, Inc

10.56K

Jun 30, 17

-2.70K

0.04%

MSI Financial Services Inc

1.03K

Dec 31, 16

-1.61K

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-67

0.00%

UBS AG

93.20K

Sep 30, 14

+25.91K

0.31%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-4.50K

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-12.88K