Vanguard Morningstar Mid-Cap Growth ETF(VOT)

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$305.46—

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VOT(VOT)

VOT

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Holder

Date

Change

% Held

MORGAN STANLEY

3.07M

Jun 30, 26

+85.22K

2.61%

ASSETMARK, INC

2.15M

Jun 30, 26

+8.72K

1.83%

BANK OF AMERICA CORP /DE/

2.12M

Jun 30, 26

-36.88K

1.80%

EP Wealth Advisors, LLC

1.75M

Jun 30, 26

+201.60K

1.49%

WELLS FARGO & COMPANY/MN

1.65M

Jun 30, 26

-27.96K

1.40%

ROYAL BANK OF CANADA

1.20M

Jun 30, 26

-87.58K

1.02%

UBS Group AG

1.16M

Jun 30, 26

+40.45K

0.99%

PNC FINANCIAL SERVICES GROUP, INC.

1.10M

Jun 30, 26

-10.68K

0.94%

JONES FINANCIAL COMPANIES LLLP

1.10M

Jun 30, 26

+64.43K

0.94%

Truepoint, Inc.

1.09M

Jun 30, 26

-12.74K

0.93%

VANTAGEPOINT INVESTMENT ADVISERS LLC

1.04M

Jun 30, 26

0.89%

LPL Financial LLC

915.17K

Jun 30, 26

+14.18K

0.78%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

905.61K

Jun 30, 26

+33.83K

0.77%

MONETA GROUP INVESTMENT ADVISORS LLC

756.81K

Jun 30, 26

+39.29K

0.64%

ENVESTNET ASSET MANAGEMENT INC

727.90K

Jun 30, 26

+15.98K

0.62%

STEPHENS GROUP ASSET MANAGEMENT, LLC

666.33K

Jun 30, 26

+6.01K

0.57%

RAYMOND JAMES FINANCIAL INC

564.85K

Jun 30, 26

+20.34K

0.48%

STIFEL FINANCIAL CORP

519.52K

Jun 30, 26

+5.77K

0.44%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

497.26K

Jun 30, 26

-43.79K

0.42%

AMERIPRISE FINANCIAL INC

353.09K

Jun 30, 26

+7.33K

0.30%

Rockefeller Capital Management L.P.

328.80K

Jun 30, 26

+653

0.28%

Busey Wealth Management

286.15K

Jun 30, 26

+13.46K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

275.08K

Jun 30, 26

-1.78K

0.23%

TRUIST FINANCIAL CORP

256.75K

Jun 30, 26

-20.67K

0.22%

FMR LLC

243.29K

Jun 30, 26

-8.66K

0.21%

BNP PARIBAS ARBITRAGE, SNC

236.96K

Jun 30, 26

+86.17K

0.20%

Waverly Advisors, LLC

236.43K

Jun 30, 26

-4.21K

0.20%

McAdam, LLC

235.75K

Jun 30, 26

+26.99K

0.20%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

229.39K

Jun 30, 26

-128.12K

0.19%

CIBC Bancorp USA Inc.

225.82K

Jun 30, 26

+34.56K

0.19%

Orgel Wealth Management, LLC

216.32K

Jun 30, 26

-2.76K

0.18%

Everhart Financial Group, Inc.

216.07K

Jun 30, 26

+172.00K

0.18%

Cetera Investment Advisers

211.34K

Jun 30, 26

+5.20K

0.18%

ADVISOR GROUP HOLDINGS, INC.

208.64K

Jun 30, 26

+24.35K

0.18%

US BANCORP \DE\

204.63K

Jun 30, 26

+2.64K

0.17%

Equitable Holdings, Inc.

182.17K

Jun 30, 26

-15.62K

0.15%

MML INVESTORS SERVICES, LLC

178.76K

Jun 30, 26

+24.46K

0.15%

WELLINGTON MANAGEMENT GROUP LLP

176.69K

Jun 30, 26

+176.69K

0.15%

Mariner, LLC

171.46K

Jun 30, 26

+592

0.15%

Farther Finance Advisors, LLC

170.38K

Jun 30, 26

+32.54K

0.14%

1832 Asset Management L.P.

167.20K

Jun 30, 26

0.14%

Creative Planning

164.75K

Jun 30, 26

+22.93K

0.14%

JPMORGAN CHASE & CO

163.01K

Jun 30, 26

-967

0.14%

Kestra Advisory Services, LLC

162.25K

Jun 30, 26

+7.12K

0.14%

Trust Co

158.49K

Jun 30, 26

-1.07K

0.13%

KWMG, LLC

148.49K

Jun 30, 26

+5.97K

0.13%

NewEdge Advisors, LLC

147.43K

Jun 30, 26

+5.43K

0.13%

BENJAMIN EDWARDS INC

135.12K

Jun 30, 26

+6.09K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

126.97K

Jun 30, 26

+20.35K

0.11%

Bragg Financial Advisors, Inc

117.56K

Jun 30, 26

+4.37K

0.10%

HighTower Advisors, LLC

117.47K

Jun 30, 26

-10.35K

0.10%

Rodgers & Associates, LTD

106.12K

Jun 30, 26

-148

0.09%

PRESILIUM PRIVATE WEALTH, LLC

104.62K

Jun 30, 26

+222

0.09%

Cassaday & Co Wealth Management LLC

103.86K

Jun 30, 26

-541

0.09%

BHK Investment Advisors, LLC

98.92K

Jun 30, 26

+1.09K

0.08%

Adventist Health System/ West

96.77K

Jun 30, 26

0.08%

BRYN MAWR TRUST Co

95.53K

Jun 30, 26

-9.00K

0.08%

Beacon Pointe Advisors, LLC

93.90K

Jun 30, 26

+5.17K

0.08%

WoodTrust Financial Corp

92.39K

Jun 30, 26

-6.17K

0.08%

Janney Montgomery Scott LLC

92.06K

Jun 30, 26

+24.65K

0.08%

Axiom Financial Strategies, LLC

91.61K

Jun 30, 26

+2.14K

0.08%

ASSOCIATED BANC-CORP

91.55K

Jun 30, 26

-1.12K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

90.53K

Jun 30, 26

+17.51K

0.08%

Black Diamond Financial, LLC

90.28K

Jun 30, 26

+7.30K

0.08%

AIRE ADVISORS, LLC

89.85K

Jun 30, 26

+1.45K

0.08%

NATIXIS ADVISORS, L.P.

88.19K

Jun 30, 26

+2.32K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

87.83K

Jun 30, 26

-1.01K

0.07%

INSPIRION WEALTH ADVISORS, LLC

87.03K

Jun 30, 26

+13.27K

0.07%

Bryn Mawr Capital Management, LLC

86.80K

Jun 30, 26

-8.02K

0.07%

Praetorian Wealth Management, Inc.

85.20K

Jun 30, 26

+977

0.07%

FIFTH THIRD BANCORP

84.78K

Jun 30, 26

-3.58K

0.07%

Betterment LLC

84.64K

Jun 30, 26

-5.99K

0.07%

MAI Capital Management

80.23K

Jun 30, 26

+3.14K

0.07%

Cambridge Investment Research Advisors, Inc.

80.20K

Jun 30, 26

+25.28K

0.07%

CI Private Wealth, LLC

79.43K

Jun 30, 26

-853

0.07%

Dakota Wealth Management

79.23K

Jun 30, 26

-18.45K

0.07%

Copper Harbor Investment Advisors, LLC

70.97K

Jun 30, 26

+70.97K

0.06%

Robertson Stephens Wealth Management, LLC

70.07K

Jun 30, 26

+23.12K

0.06%

CONDOR CAPITAL MANAGEMENT

64.07K

Jun 30, 26

-1.50K

0.05%

Baird Financial Group, Inc.

64.06K

Jun 30, 26

+1.50K

0.05%

HRC WEALTH MANAGEMENT, LLC

63.91K

Jun 30, 26

+59

0.05%

Pinnacle Financial Partners, Inc.

63.66K

Jun 30, 26

+432

0.05%

Marion Wealth Management

62.78K

Jun 30, 26

+2.40K

0.05%

Strategic Investment Advisors / MI

60.76K

Jun 30, 26

+1.14K

0.05%

Wealthspire Advisors, LLC

57.95K

Jun 30, 26

+2.15K

0.05%

Glenview Trust Co

57.65K

Jun 30, 26

-27.26K

0.05%

Steward Partners Investment Advisory, LLC

57.48K

Jun 30, 26

+3.54K

0.05%

CAPTRUST FINANCIAL ADVISORS

57.11K

Jun 30, 26

+13.25K

0.05%

Cerity Partners LLC

56.84K

Jun 30, 26

+11.62K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

56.48K

Jun 30, 26

-846

0.05%

Provident Wealth Management, LLC

54.97K

Jun 30, 26

+26.85K

0.05%

Clayton Financial Group LLC

54.13K

Jun 30, 26

+1.56K

0.05%

BLAIR WILLIAM & CO/IL

53.53K

Jun 30, 26

+1.95K

0.05%

COMMERCE BANK

52.83K

Jun 30, 26

-1.14K

0.04%

Advisory Alpha, LLC

52.64K

Jun 30, 26

+2.66K

0.04%

Payne Capital Management, LLC

52.01K

Jun 30, 26

+1.15K

0.04%

ARVEST INVESTMENTS, INC.

50.09K

Jun 30, 26

+2.20K

0.04%

ERTS Wealth Advisors, LLC

49.28K

Jun 30, 26

-287

0.04%

OLD NATIONAL BANCORP /IN/

48.21K

Jun 30, 26

+2.35K

0.04%

NorthStar Asset Management LLC /NJ/

47.73K

Jun 30, 26

+3.60K

0.04%

FIRST HORIZON CORP

47.59K

Jun 30, 26

+811

0.04%

Sound Income Strategies, LLC

47.00K

Jun 30, 26

+7.25K

0.04%

Compton Wealth Advisory Group, LLC

46.55K

Jun 30, 26

+209

0.04%

GHP Investment Advisors, Inc.

46.28K

Jun 30, 26

+324

0.04%

Meramec Financial Planners, LLC

46.08K

Jun 30, 26

-774

0.04%

Midwest Trust Co

45.11K

Jun 30, 26

-1.36K

0.04%

Avantax Planning Partners, Inc.

44.53K

Jun 30, 26

-1.20K

0.04%

Davis Investment Partners, LLC

44.29K

Jun 30, 26

-348

0.04%

INSPIRE TRUST CO, N.A.

43.50K

Jun 30, 26

+3.00K

0.04%

Wolff Financial Management LLC

43.49K

Jun 30, 26

+2.41K

0.04%

Belpointe Asset Management LLC

43.37K

Jun 30, 26

-39

0.04%

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

42.93K

Jun 30, 26

+4.13K

0.04%

BOKF, NA

42.62K

Jun 30, 26

+1.40K

0.04%

REGIMEN WEALTH, LLC

42.21K

Jun 30, 26

+287

0.04%

Private Advisor Group, LLC

42.00K

Jun 30, 26

-152.57K

0.04%

NewEdge Wealth, LLC

41.69K

Jun 30, 26

+54

0.04%

Eagle Strategies LLC

41.34K

Jun 30, 26

-6

0.04%

D.A. DAVIDSON & CO.

40.81K

Jun 30, 26

-8.74K

0.03%

Fusion Capital, LLC

40.23K

Jun 30, 26

+1.82K

0.03%

Marietta Wealth Management, LLC

40.20K

Jun 30, 26

+2.33K

0.03%

Gladwyn Financial Advisors, Inc.

39.76K

Jun 30, 26

-22

0.03%

Capital Analysts, LLC

39.35K

Jun 30, 26

+5.44K

0.03%

Colony Group, LLC

38.87K

Jun 30, 26

-24.32K

0.03%

Advisors Capital Management, LLC

38.13K

Jun 30, 26

+34.50K

0.03%

SAGE FINANCIAL GROUP INC

37.75K

Jun 30, 26

+639

0.03%

GREENUP STREET WEALTH MANAGEMENT LLC

36.57K

Jun 30, 26

-19.35K

0.03%

RTD Financial Advisors, Inc.

36.55K

Jun 30, 26

-381

0.03%

Redwood Investment Management, LLC

34.24K

Jun 30, 26

+2.70K

0.03%

Bare Financial Services, Inc

34.21K

Jun 30, 26

+1.15K

0.03%

Prosperity Planning, Inc.

34.20K

Jun 30, 26

+833

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

34.12K

Jun 30, 26

+1.81K

0.03%

LMCG INVESTMENTS, LLC

33.66K

Jun 30, 26

-5.03K

0.03%

GOLDMAN SACHS GROUP INC

33.28K

Jun 30, 26

+9.15K

0.03%

Connecticut Wealth Management, LLC

32.77K

Jun 30, 26

-3.71K

0.03%

Newbridge Financial Services Group, Inc.

32.22K

Jun 30, 26

+1.26K

0.03%

Sanctuary Advisors, LLC

32.08K

Jun 30, 26

0.03%

Savant Capital, LLC

31.51K

Jun 30, 26

+16.21K

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

30.74K

Jun 30, 26

+3.19K

0.03%

HARBOR INVESTMENT ADVISORY, LLC

30.70K

Jun 30, 26

+809

0.03%

FIRST AMERICAN TRUST, FSB

30.68K

Jun 30, 26

+3.26K

0.03%

Hapanowicz & Associates Financial Services, Inc

30.61K

Jun 30, 26

+94

0.03%

MERCER GLOBAL ADVISORS INC /ADV

29.62K

Jun 30, 26

+1.58K

0.03%

Ally Invest Advisors Inc.

29.61K

Jun 30, 26

+828

0.03%

Junk Investment Group, LLC

29.54K

Jun 30, 26

+181

0.03%

Allworth Financial LP

29.19K

Jun 30, 26

-14.86K

0.02%

STEPHENS INC /AR/

29.03K

Jun 30, 26

+383

0.02%

PITTENGER & ANDERSON INC

28.68K

Jun 30, 26

-79

0.02%

Concurrent Investment Advisors, LLC

28.67K

Jun 30, 26

+3.70K

0.02%

Regal Investment Advisors LLC

28.63K

Jun 30, 26

+183

0.02%

Adviser Investments LLC

28.63K

Jun 30, 26

-1.35K

0.02%

Farmers & Merchants Trust Co of Chambersburg PA

28.44K

Jun 30, 26

-307

0.02%

SRS Capital Advisors, Inc.

28.11K

Jun 30, 26

+13.68K

0.02%

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

27.89K

Jun 30, 26

+27.89K

0.02%

MMA ASSET MANAGEMENT LLC

27.45K

Jun 30, 26

+27.45K

0.02%

360 Financial, Inc.

27.15K

Jun 30, 26

-886

0.02%

Kingsview Wealth Management, LLC

27.06K

Jun 30, 26

+2.58K

0.02%

AQR CAPITAL MANAGEMENT LLC

26.71K

Jun 30, 26

+9.64K

0.02%

Ascent Group, LLC

25.72K

Jun 30, 26

-1.08K

0.02%

NORTHERN TRUST CORP

25.71K

Jun 30, 26

+1.76K

0.02%

Toroso Investments, LLC

25.70K

Jun 30, 26

+7.78K

0.02%

Texas Yale Capital Corp.

25.54K

Jun 30, 26

0.02%

SWAN Capital LLC

25.32K

Jun 30, 26

-3.85K

0.02%

BROWN ADVISORY INC

25.28K

Jun 30, 26

-45

0.02%

MASSMUTUAL TRUST CO FSB/ADV

24.75K

Jun 30, 26

-2.72K

0.02%

BANK OF MONTREAL /CAN/

24.72K

Jun 30, 26

-3.09K

0.02%

JMG Financial Group, Ltd.

24.59K

Jun 30, 26

-1.44K

0.02%

Checchi Capital Advisers, LLC

24.59K

Jun 30, 26

+15.70K

0.02%

ECLECTIC ASSOCIATES INC /ADV

24.45K

Jun 30, 26

+592

0.02%

Aufman Associates Inc

24.43K

Jun 30, 26

-248

0.02%

HIGHLAND CAPITAL MANAGEMENT, LLC

24.26K

Jun 30, 26

+626

0.02%

Transamerica Financial Advisors, Inc.

24.09K

Jun 30, 26

-1.88K

0.02%

Bleakley Financial Group, LLC

23.75K

Jun 30, 26

+5.12K

0.02%

Operose Advisors LLC

23.54K

Jun 30, 26

-4.65K

0.02%

KIECKHEFER GROUP LLC

23.53K

Jun 30, 26

0.02%

Cranbrook Wealth Management, LLC

23.46K

Jun 30, 26

+11

0.02%

Zeit Capital LLC

22.80K

Jun 30, 26

+464

0.02%

Sharp Financial Services, LLC

22.73K

Jun 30, 26

-89.35K

0.02%

GENESIS PRIVATE WEALTH, LLC

22.71K

Jun 30, 26

+797

0.02%

HFG Advisors, Inc.

22.68K

Jun 30, 26

+391

0.02%

HB Wealth Management, LLC

22.68K

Jun 30, 26

+11

0.02%

IVC Wealth Advisors LLC

22.66K

Jun 30, 26

-1.73K

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

22.28K

Jun 30, 26

+1.18K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

22.21K

Jun 30, 26

+560

0.02%

Perigon Wealth Management, LLC

22.08K

Jun 30, 26

+1.12K

0.02%

PLANNING DIRECTIONS INC

22.04K

Jun 30, 26

+1.35K

0.02%

Aprio Wealth Management, LLC

21.79K

Jun 30, 26

-1.18K

0.02%

FIRST UNITED BANK & TRUST

21.63K

Jun 30, 26

+104

0.02%

IFP Advisors, Inc

21.31K

Jun 30, 26

-54.85K

0.02%

Merit Financial Group, LLC

21.30K

Jun 30, 26

-362

0.02%

Arch Global Advisors, LLC

21.20K

Jun 30, 26

+140

0.02%

Ashton Thomas Private Wealth, LLC

21.06K

Jun 30, 26

+373

0.02%

Waterford Advisors, LLC

20.90K

Jun 30, 26

-1.97K

0.02%

Integrated Wealth Concepts LLC

20.27K

Jun 30, 26

+7.72K

0.02%

May Barnhard Investments LLC

20.05K

Jun 30, 26

-15

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

19.90K

Jun 30, 26

0.02%

Asset Management Group, Inc.

19.84K

Jun 30, 26

-734

0.02%

Vestmark Advisory Solutions, Inc.

19.74K

Jun 30, 26

+18.11K

0.02%

CENTRAL TRUST Co

19.45K

Jun 30, 26

-373

0.02%

PARK AVENUE SECURITIES LLC

19.34K

Jun 30, 26

+218

0.02%

Wealth Enhancement Trust Services, Inc.

19.25K

Jun 30, 26

+62

0.02%

FIFTH THIRD SECURITIES, INC.

19.12K

Jun 30, 26

-6.27K

0.02%

Baltimore-Washington Financial Advisors, Inc.

18.93K

Jun 30, 26

+3.40K

0.02%

NWAM LLC

18.86K

Jun 30, 26

+261

0.02%

HRT FINANCIAL LP

18.76K

Jun 30, 26

+18.76K

0.02%

Quantinno Capital Management LP

18.11K

Jun 30, 26

+2.46K

0.02%

Mutual Advisors, LLC

18.01K

Jun 30, 26

+3.27K

0.02%

Virtu Financial LLC

17.89K

Jun 30, 26

+17.89K

0.02%

Ausdal Financial Partners, Inc.

17.81K

Jun 30, 26

+85

0.02%

CITIZENS FINANCIAL GROUP INC/RI

17.74K

Jun 30, 26

+31

0.02%

Addison Advisors LLC

17.72K

Jun 30, 26

-20.95K

0.02%

Prosperity Consulting Group, LLC

17.58K

Jun 30, 26

-455

0.01%

Baring Financial LLC

17.54K

Jun 30, 26

+29

0.01%

MONECO Advisors, LLC

17.52K

Jun 30, 26

+1.35K

0.01%

SOA Wealth Advisors, LLC.

17.42K

Jun 30, 26

-2.69K

0.01%

Summit Financial, LLC

16.94K

Jun 30, 26

+2.75K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

16.64K

Jun 30, 26

-7

0.01%

MATHER GROUP, LLC.

16.50K

Jun 30, 26

-770

0.01%

Caprock Group, LLC

16.35K

Jun 30, 26

-126

0.01%

Linscomb & Williams, Inc.

16.29K

Jun 30, 26

+7.45K

0.01%

Pathstone Holdings, LLC

16.22K

Jun 30, 26

+1.93K

0.01%

Goepper Burkhardt LLC

16.21K

Jun 30, 26

-1.38K

0.01%

BRIGHTON JONES LLC

16.14K

Jun 30, 26

+1.16K

0.01%

Financial Engines Advisors L.L.C.

16.05K

Jun 30, 26

-199

0.01%

CX Institutional

15.92K

Jun 30, 26

-299

0.01%

Sagace Wealth Management LLC

15.82K

Jun 30, 26

-497

0.01%

NICOLET BANKSHARES INC

15.73K

Jun 30, 26

+1.96K

0.01%

Keel Point, LLC

15.28K

Jun 30, 26

+640

0.01%

HARBOUR INVESTMENTS, INC.

15.13K

Jun 30, 26

+315

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

15.08K

Jun 30, 26

-1.35K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

15.02K

Jun 30, 26

+294

0.01%

Atria Investments, Inc

14.75K

Jun 30, 26

+3.42K

0.01%

LifePlan Investment Advisors, Inc.

14.70K

Jun 30, 26

-183

0.01%

Wealthcare Advisory Partners LLC

14.56K

Jun 30, 26

+726

0.01%

Ifrah Financial Services, Inc.

14.50K

Jun 30, 26

-145

0.01%

Bravera Wealth

14.43K

Jun 30, 26

+1.51K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

14.21K

Jun 30, 26

+3.87K

0.01%

Cohen Klingenstein LLC

13.92K

Jun 30, 26

+66

0.01%

J.W. COLE ADVISORS, INC.

13.86K

Jun 30, 26

+13.86K

0.01%

CLARK FINANCIAL SERVICES GROUP INC /BD

13.81K

Jun 30, 26

+279

0.01%

Buckingham Strategic Partners

13.62K

Jun 30, 26

+1.22K

0.01%

MidAtlantic Capital Management, Inc.

13.60K

Jun 30, 26

-1.28K

0.01%

White Lighthouse Investment Management Inc.

13.59K

Jun 30, 26

+373

0.01%

Berman McAleer LLC

13.42K

Jun 30, 26

-220

0.01%

Peak Retirement Planning, Inc.

13.29K

Jun 30, 26

-4.89K

0.01%

CITIGROUP INC

13.28K

Jun 30, 26

-491

0.01%

MSH Capital Advisors LLC

13.22K

Jun 30, 26

-151

0.01%

ALLSTREET CAPITAL ADVISORS LLC

13.22K

Jun 30, 26

+329

0.01%

Wedmont Private Capital

13.16K

Jun 30, 26

+208

0.01%

PFG Advisors

13.03K

Jun 30, 26

+1.18K

0.01%

Krilogy Financial LLC

12.90K

Jun 30, 26

-257

0.01%

Prospera Financial Services Inc

12.49K

Jun 30, 26

+1.36K

0.01%

Bank of New York Mellon Corp

12.46K

Jun 30, 26

-84

0.01%

RENAISSANCE TECHNOLOGIES LLC

12.38K

Jun 30, 26

+12.38K

0.01%

FOUNDERS GROVE WEALTH PARTNERS, LLC

12.32K

Jun 30, 26

+391

0.01%

Mustard Seed Financial, LLC

12.32K

Jun 30, 26

+1.12K

0.01%

Sovran Advisors, LLC

12.29K

Jun 30, 26

+437

0.01%

SilverOak Wealth Management LLC

12.20K

Jun 30, 26

+71

0.01%

MOODY NATIONAL BANK TRUST DIVISION

12.11K

Jun 30, 26

+21

0.01%

Crestwood Advisors Group LLC

12.06K

Jun 30, 26

+850

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

12.03K

Jun 30, 26

-829

0.01%

Clearstead Advisors, LLC

11.74K

Jun 30, 26

-489

0.01%

STEPH & CO

11.72K

Jun 30, 26

-235

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.69K

Jun 30, 26

-14.73K

0.01%

Chicago Partners Investment Group LLC

11.56K

Jun 30, 26

0.01%

Sterling Financial Planning, Inc.

11.51K

Jun 30, 26

+212

0.01%

HALLMARK CAPITAL MANAGEMENT INC

11.51K

Jun 30, 26

-658

0.01%

Vise Technologies, Inc.

11.36K

Jun 30, 26

+7.49K

0.01%

AMERICAN FINANCIAL & TAX STRATEGIES INC

11.30K

Jun 30, 26

+57

0.01%

Werba Rubin Papier Wealth Management

11.27K

Jun 30, 26

+728

0.01%

Wealthfront Advisers LLC

11.22K

Jun 30, 26

-1.29K

0.01%

Lionshead Wealth Management, LLC

11.03K

Jun 30, 26

+1.32K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

10.96K

Jun 30, 26

0.01%

CHOREO, LLC

10.96K

Jun 30, 26

-583

0.01%

Strategic Wealth Advisors LLC

10.90K

Jun 30, 26

-467

0.01%

IFG Advisory, LLC

10.75K

Jun 30, 26

+10.75K

0.01%

Tower View Investment Management & Research LLC

10.68K

Jun 30, 26

+35

0.01%

Visionary Wealth Advisors

10.59K

Jun 30, 26

+317

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

10.40K

Jun 30, 26

+246

0.01%

Ballentine Partners, LLC

10.38K

Jun 30, 26

0.01%

LeConte Wealth Management, LLC

10.28K

Jun 30, 26

+778

0.01%

Global Retirement Partners, LLC

10.21K

Jun 30, 26

+10.21K

0.01%

Fingerlakes Wealth Management, Inc.

10.13K

Jun 30, 26

+657

0.01%

Capital Advisors, Ltd. LLC

9.92K

Jun 30, 26

0.01%

SageView Advisory Group, LLC

9.92K

Jun 30, 26

-324

0.01%

Argent Trust Co

9.90K

Jun 30, 26

+3.90K

0.01%

PRINCIPAL SECURITIES, INC.

9.77K

Jun 30, 26

-150

0.01%

Gotham Asset Management, LLC

9.70K

Jun 30, 26

+845

0.01%

REGIONS FINANCIAL CORP

9.68K

Jun 30, 26

-1.03K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.58K

Jun 30, 26

+176

0.01%

VICTORY FINANCIAL GROUP, LLC

9.54K

Jun 30, 26

-231

0.01%

CHILTON INVESTMENT CO INC.

9.50K

Jun 30, 26

0.01%

Intergy Private Wealth, LLC

9.48K

Jun 30, 26

0.01%

Stratos Wealth Partners, LTD.

9.47K

Jun 30, 26

+446

0.01%

Evergreen Wealth Solutions, LLC

9.45K

Jun 30, 26

-5.21K

0.01%

BlackRock, Inc.

9.45K

Jun 30, 26

+1.64K

0.01%

Joseph P. Lucia & Associates, LLC

9.43K

Jun 30, 26

-188

0.01%

Leading Edge Financial Planning LLC

9.38K

Jun 30, 26

+9.38K

0.01%

Gateway Wealth Partners, LLC

9.37K

Jun 30, 26

-407

0.01%

Pensionmark Financial Group, LLC

9.24K

Jun 30, 26

-1.09K

0.01%

Thrive Capital Management, LLC

9.16K

Jun 30, 26

-4.96K

0.01%

Magnus Financial Group LLC

9.09K

Jun 30, 26

-23

0.01%

Arkadios Wealth Advisors

9.04K

Jun 30, 26

-379

0.01%

Simmons Bank

9.01K

Jun 30, 26

+1.77K

0.01%

Willis Johnson & Associates, Inc.

9.01K

Jun 30, 26

-3.96K

0.01%

Sigma Planning Corp

8.98K

Jun 30, 26

-768

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

8.93K

Jun 30, 26

-208

0.01%

PARK NATIONAL CORP /OH/

8.87K

Jun 30, 26

-4.01K

0.01%

Institute for Wealth Management, LLC.

8.81K

Jun 30, 26

0.01%

STEVENS CAPITAL PARTNERS

8.72K

Jun 30, 26

+263

0.01%

Cresset Asset Management, LLC

8.67K

Jun 30, 26

-375

0.01%

COZAD ASSET MANAGEMENT INC

8.65K

Jun 30, 26

+2.15K

0.01%

Cooksen Wealth, LLC

8.58K

Jun 30, 26

-226

0.01%

Advisory Services Network, LLC

8.57K

Jun 30, 26

-356

0.01%

CJM Wealth Advisers, Ltd.

8.56K

Jun 30, 26

-748

0.01%

First PREMIER Bank

8.53K

Jun 30, 26

+1.54K

0.01%

KPP Advisory Services LLC

8.52K

Jun 30, 26

0.01%

Oxinas Partners Wealth Management LLC

8.49K

Jun 30, 26

+1.74K

0.01%

Catalytic Wealth RIA, LLC

8.38K

Jun 30, 26

-395

0.01%

Americana Partners, LLC

8.13K

Jun 30, 26

+375

0.01%

OneAscent Financial Services LLC

8.12K

Jun 30, 26

+206

0.01%

Kassira Wealth Management LLC

8.11K

Jun 30, 26

-6

0.01%

ERn Financial, LLC

8.10K

Jun 30, 26

-188

0.01%

Meridian Financial, LLC

8.06K

Jun 30, 26

-277

0.01%

DAVENPORT & Co LLC

8.03K

Jun 30, 26

-1.64K

0.01%

Wealth Alliance

8.02K

Jun 30, 26

-942

0.01%

MITCHELL MCLEOD PUGH & WILLIAMS INC

8.02K

Jun 30, 26

+684

0.01%

Nuveen, LLC

8.01K

Jun 30, 26

+8.01K

0.01%

Sequoia Financial Advisors, LLC

7.97K

Jun 30, 26

+1.80K

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

7.96K

Jun 30, 26

+28

0.01%

1834 INVESTMENT ADVISORS CO

7.93K

Jun 30, 26

+1.53K

0.01%

LOWE BROCKENBROUGH & CO INC

7.89K

Jun 30, 26

0.01%

Insight Advisors, LLC/ PA

7.75K

Jun 30, 26

-335

0.01%

SUMMIT WEALTH GROUP LLC / CO

7.74K

Jun 30, 26

+2.24K

0.01%

ProVise Management Group, LLC

7.71K

Jun 30, 26

0.01%

Causey Wealth LLC

7.64K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.57K

Jun 30, 26

-2.31K

0.01%

TSFG, LLC

7.51K

Jun 30, 26

-360

0.01%

AE Wealth Management LLC

7.49K

Jun 30, 26

+1.59K

0.01%

Maridea Wealth Management LLC

7.49K

Jun 30, 26

-733

0.01%

LOWERY THOMAS, LLC

7.45K

Jun 30, 26

+46

0.01%

Main Street Financial Solutions, LLC

7.43K

Jun 30, 26

-531

0.01%

Asset Allocation & Management Company, LLC

7.33K

Jun 30, 26

0.01%

Horizon Investments, LLC

7.33K

Jun 30, 26

-7.01K

0.01%

ALEXANDER LABRUNERIE & CO., INC.

7.32K

Jun 30, 26

-1.11K

0.01%

Cordoba Advisory Partners LLC

7.26K

Jun 30, 26

+1.08K

0.01%

CARL STUART INVESTMENT ADVISOR, INC

7.25K

Jun 30, 26

-131

0.01%

Colonial Trust Co / SC

7.23K

Jun 30, 26

0.01%

Venture Visionary Partners LLC

7.21K

Jun 30, 26

-37

0.01%

NBT BANK N A /NY

7.18K

Jun 30, 26

-11

0.01%

Spartan Wealth Advisory Services LLC

7.17K

Jun 30, 26

-677

0.01%

Fee-Only Financial Planning, L.C.

7.09K

Jun 30, 26

+30

0.01%

Meridian Wealth Management, LLC

7.09K

Jun 30, 26

-834

0.01%

Fidelis Capital Partners, LLC

7.09K

Jun 30, 26

-84

0.01%

QUADRANT CAPITAL GROUP LLC

7.08K

Jun 30, 26

-2.40K

0.01%

Washington Trust Advisors, Inc.

7.01K

Jun 30, 26

+159

0.01%

Net Worth Advisory Group

6.70K

Jun 30, 26

-3.15K

0.01%

FAS Wealth Partners, Inc.

6.68K

Jun 30, 26

-107

0.01%

Indivisible Partners

6.67K

Jun 30, 26

-290

0.01%

WAYSTONE ADVISORS LLC

6.64K

Jun 30, 26

+353

0.01%

Jacobs Equity LLC

6.60K

Jun 30, 26

+601

0.01%

VANGUARD ADVISERS INC

6.55K

Jun 30, 26

+133

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

6.52K

Jun 30, 26

+342

0.01%

TFB Advisors LLC

6.45K

Jun 30, 26

-189

0.01%

OPPENHEIMER & CO INC

6.43K

Jun 30, 26

+1.66K

0.01%

Envision Financial Planning, LLC

6.35K

Jun 30, 26

0.01%

Apollon Wealth Management, LLC

6.35K

Jun 30, 26

-127

0.01%

Weinberger Asset Management, Inc

6.34K

Jun 30, 26

-517

0.01%

Fifth Third Wealth Advisors LLC

6.32K

Jun 30, 26

-344

0.01%

Community Financial Services Group, LLC

6.23K

Jun 30, 26

0.01%

Mascagni Wealth Management, Inc.

6.22K

Jun 30, 26

-78

0.01%

CITY HOLDING CO

6.13K

Jun 30, 26

-116

0.01%

Capital Squared Financial LLC

6.13K

Jun 30, 26

+461

0.01%

Brady Martz Wealth Solutions, LLC

6.13K

Jun 30, 26

0.01%

Genesis Financial Group, LLC

6.11K

Jun 30, 26

+298

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

6.10K

Jun 30, 26

-1.54K

0.01%

Joel Isaacson & Co., LLC

6.08K

Jun 30, 26

-1.53K

0.01%

Fortis Capital Advisors, LLC

6.07K

Jun 30, 26

-682

0.01%

UMB Bank, n.a.

6.07K

Jun 30, 26

-789

0.01%

MJT & Associates Financial Advisory Group, Inc.

6.04K

Jun 30, 26

-18

0.01%

Banque Transatlantique SA

6.03K

Jun 30, 26

+6.03K

0.01%

Stratos Wealth Advisors, LLC

6.03K

Jun 30, 26

-1.34K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

5.99K

Jun 30, 26

-3.07K

0.01%

Resources Investment Advisors, LLC.

5.97K

Jun 30, 26

-626

0.01%

Brookstone Capital Management

5.96K

Jun 30, 26

-14.57K

0.01%

Family Management Corp

5.96K

Jun 30, 26

-17

0.01%

TRITONPOINT WEALTH, LLC

5.94K

Jun 30, 26

-2.50K

0.01%

TritonPoint Partners, LLC

5.94K

Jun 30, 26

+5.94K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

5.80K

Jun 30, 26

+195

0.00%

Nova Wealth Management, Inc.

5.77K

Jun 30, 26

-226

0.00%

Mainstream Capital Management LLC

5.76K

Jun 30, 26

-16

0.00%

Hilltop National Bank

5.72K

Jun 30, 26

-50

0.00%

Ameritas Advisory Services, LLC

5.68K

Jun 30, 26

-11.16K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

5.67K

Jun 30, 26

-24

0.00%

Falcon Wealth Planning

5.66K

Jun 30, 26

+662

0.00%

Southland Equity Partners LLC

5.64K

Jun 30, 26

+5.64K

0.00%

Holistic Planning, LLC

5.53K

Jun 30, 26

+414

0.00%

Strategic Wealth Investment Group, LLC

5.50K

Jun 30, 26

+5.50K

0.00%

Capital Management Associates, Inc

5.44K

Jun 30, 26

+504

0.00%

Novak & Powell Financial Services, Inc.

5.43K

Jun 30, 26

+90

0.00%

Wescott Financial Advisory Group, LLC

5.40K

Jun 30, 26

-65

0.00%

Generations Wealth, LLC

5.38K

Jun 30, 26

-1.28K

0.00%

J. M. Brown & Associates Inc.

5.38K

Jun 30, 26

+5.38K

0.00%

TME FINANCIAL, INC.

5.34K

Jun 30, 26

-5.91K

0.00%

Center For Asset Management LLC

5.28K

Jun 30, 26

-27

0.00%

Michels Family Financial, LLC

5.21K

Jun 30, 26

+283

0.00%

BESSEMER GROUP INC

5.20K

Jun 30, 26

+2.43K

0.00%

Sierra Capital LLC

5.20K

Jun 30, 26

-35

0.00%

GTS SECURITIES LLC

5.11K

Jun 30, 26

+5.11K

0.00%

IHT Wealth Management, LLC

5.07K

Jun 30, 26

+623

0.00%

Frisch Financial Group, Inc.

5.07K

Jun 30, 26

-418

0.00%

DAYMARK WEALTH PARTNERS, LLC

5.04K

Jun 30, 26

+913

0.00%

Wood Tarver Financial Group, LLC

5.02K

Jun 30, 26

+23

0.00%

Next Capital Management LLC

5.02K

Jun 30, 26

0.00%

WARNER FINANCIAL, INC

5.01K

Jun 30, 26

+73

0.00%

Baldwin Investment Management, LLC

5.00K

Jun 30, 26

0.00%

Csenge Advisory Group

4.99K

Jun 30, 26

-206

0.00%

Lido Advisors, LLC

4.98K

Jun 30, 26

-15

0.00%

FC Advisory LLC

4.97K

Jun 30, 26

-153

0.00%

Apollon Financial, LLC

4.97K

Jun 30, 26

+680

0.00%

Legacy Edge Advisors, LLC

4.96K

Jun 30, 26

-215

0.00%

Brand Asset Management Group, Inc.

4.90K

Jun 30, 26

+21

0.00%

Friday Financial

4.89K

Jun 30, 26

+455

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

4.88K

Jun 30, 26

0.00%

Miracle Mile Advisors, LLC

4.87K

Jun 30, 26

-33

0.00%

Spire Wealth Management

4.85K

Jun 30, 26

-316

0.00%

VERUS CAPITAL PARTNERS, LLC

4.84K

Jun 30, 26

+837

0.00%

Geneos Wealth Management Inc.

4.79K

Jun 30, 26

0.00%

MGO ONE SEVEN LLC

4.77K

Jun 30, 26

-81

0.00%

Accel Wealth Management

4.76K

Jun 30, 26

+535

0.00%

TRB Wealth Management, LLC

4.75K

Jun 30, 26

+170

0.00%

American Institute for Advanced Investment Management, LLP

4.71K

Jun 30, 26

+19

0.00%

Cornerstone Advisory, LLC

4.70K

Jun 30, 26

-8

0.00%

AMERIFLEX GROUP, INC.

4.70K

Jun 30, 26

-164

0.00%

BEACON ADVISORS HOLDINGS, LLC

4.67K

Jun 30, 26

0.00%

Savvy Advisors, Inc.

4.66K

Jun 30, 26

+745

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

4.60K

Jun 30, 26

+73

0.00%

Colonial Trust Advisors

4.59K

Jun 30, 26

-49

0.00%

Principle Wealth Partners LLC

4.59K

Jun 30, 26

0.00%

WealthShield Partners, LLC

4.57K

Jun 30, 26

-5.46K

0.00%

Evergreen Wealth Management, LLC

4.54K

Jun 30, 26

+82

0.00%

Ironwood Financial, llc

4.53K

Jun 30, 26

+221

0.00%

Plante Moran Financial Advisors, LLC

4.50K

Jun 30, 26

-1.56K

0.00%

BANK OF HAWAII

4.47K

Jun 30, 26

-438

0.00%

WHITTIER TRUST CO

4.45K

Jun 30, 26

0.00%

Royal Fund Management, LLC

4.45K

Jun 30, 26

+4.45K

0.00%

MorganRosel Wealth Management, LLC

4.43K

Jun 30, 26

+231

0.00%

Brindle & Bay Financial Advisors, LLC

4.42K

Jun 30, 26

-2.87K

0.00%

WEDBUSH SECURITIES INC

4.40K

Jun 30, 26

+1.04K

0.00%

B. Riley Wealth Advisors, Inc.

4.38K

Jun 30, 26

-8

0.00%

Cornerstone Wealth Management, LLC

4.36K

Jun 30, 26

-30

0.00%

Autumn Glory Partners, LLC

4.30K

Jun 30, 26

0.00%

PKS Advisory Services, LLC

4.28K

Jun 30, 26

+179

0.00%

Fairscale Capital, LLC

4.28K

Jun 30, 26

-98

0.00%

EHRLICH FINANCIAL GROUP

4.25K

Jun 30, 26

+4.25K

0.00%

BEACON FINANCIAL PLANNING, INC

4.23K

Jun 30, 26

0.00%

Shira Ridge Wealth Management

4.23K

Jun 30, 26

-655

0.00%

Richard P Slaughter Associates Inc

4.20K

Jun 30, 26

-891

0.00%

WHITTIER TRUST CO OF NEVADA INC

4.20K

Jun 30, 26

0.00%

JOHNSON INVESTMENT COUNSEL INC

4.18K

Jun 30, 26

+624

0.00%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

4.13K

Jun 30, 26

+180

0.00%

SALEM INVESTMENT COUNSELORS INC

4.12K

Jun 30, 26

0.00%

Tyche Wealth Partners LLC

4.09K

Jun 30, 26

0.00%

TPG Financial Advisors, LLC

4.08K

Jun 30, 26

-75

0.00%

Wealth Preservation Advisors, LLC

4.03K

Jun 30, 26

+667

0.00%

Integrated Investment Consultants, LLC

4.01K

Jun 30, 26

0.00%

DeLarme Wealth Management, Inc.

3.97K

Jun 30, 26

+318

0.00%

Hexagon Capital Partners LLC

3.95K

Jun 30, 26

-26

0.00%

GRIMES & COMPANY, INC.

3.94K

Jun 30, 26

+185

0.00%

Parallel Advisors, LLC

3.93K

Jun 30, 26

+663

0.00%

MEMBERS WEALTH LLC

3.93K

Jun 30, 26

-311

0.00%

ALLIANCEBERNSTEIN L.P.

3.89K

Jun 30, 26

+219

0.00%

Heartwood Wealth Advisors LLC

3.88K

Jun 30, 26

-127

0.00%

CHERRYDALE WEALTH MANAGEMENT, LLC

3.87K

Jun 30, 26

+233

0.00%

Whitegate Investment Counselors, Inc.

3.85K

Jun 30, 26

-39

0.00%

CIBC WORLD MARKET INC.

3.83K

Jun 30, 26

-8

0.00%

XML Financial, LLC

3.83K

Jun 30, 26

0.00%

Mathes Company, Inc.

3.82K

Jun 30, 26

0.00%

Smithfield Trust Co

3.80K

Jun 30, 26

0.00%

St. Louis Trust Co

3.80K

Jun 30, 26

0.00%

Clearwater Capital Advisors, LLC

3.78K

Jun 30, 26

0.00%

Manchester Capital Management LLC

3.78K

Jun 30, 26

-464

0.00%

Koshinski Asset Management, Inc.

3.77K

Jun 30, 26

-6

0.00%

Sterling Investment Counsel, LLC

3.77K

Jun 30, 26

-480

0.00%

SC&H Financial Advisors, Inc.

3.75K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

3.70K

Jun 30, 26

+367

0.00%

HORIZON BANCORP INC /IN/

3.70K

Jun 30, 26

-92

0.00%

BKM Wealth Management, LLC

3.66K

Jun 30, 26

-1.32K

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

3.63K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

3.61K

Jun 30, 26

-3.29K

0.00%

SAPIENT CAPITAL LLC

3.60K

Jun 30, 26

+104

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

3.57K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

3.56K

Jun 30, 26

+1.33K

0.00%

COLLECTIVE FAMILY OFFICE LLC

3.55K

Jun 30, 26

+110

0.00%

Finward Bancorp

3.54K

Jun 30, 26

+90

0.00%

Atomi Financial Group, Inc.

3.53K

Jun 30, 26

+17

0.00%

Geneva Partners, LLC

3.53K

Jun 30, 26

-184

0.00%

Owen LaRue, LLC

3.47K

Jun 30, 26

+102

0.00%

High Net Worth Advisory Group LLC

3.47K

Jun 30, 26

-1.73K

0.00%

FLAGSTAR ADVISORS INC.

3.46K

Jun 30, 26

+101

0.00%

Western Wealth Management, LLC

3.46K

Jun 30, 26

-96

0.00%

Oakworth Capital, Inc.

3.45K

Jun 30, 26

0.00%

Tempo Wealth, LLC

3.42K

Jun 30, 26

+93

0.00%

Independence Asset Advisors, LLC

3.33K

Jun 30, 26

0.00%

First Financial Bank - Trust Division

3.33K

Jun 30, 26

0.00%

Freestone Capital Holdings, LLC

3.31K

Jun 30, 26

-482

0.00%

Modera Wealth Management, LLC

3.31K

Jun 30, 26

+150

0.00%

IEQ CAPITAL, LLC

3.30K

Jun 30, 26

-1.55K

0.00%

JNBA Financial Advisors

3.30K

Jun 30, 26

-321

0.00%

RITHOLTZ WEALTH MANAGEMENT

3.29K

Jun 30, 26

+125

0.00%

NATIONAL BANK OF CANADA /FI/

3.29K

Jun 30, 26

-45

0.00%

FFT WEALTH MANAGEMENT LLC

3.29K

Jun 30, 26

0.00%

Pure Financial Advisors, LLC

3.28K

Jun 30, 26

-136

0.00%

Hansen & Associates Financial Group, Inc.

3.28K

Jun 30, 26

+3.28K

0.00%

Briggs Wealth Management, Inc

3.26K

Jun 30, 26

-246

0.00%

Signal Advisors Wealth, LLC

3.25K

Jun 30, 26

-138

0.00%

Calamos Wealth Management LLC

3.23K

Jun 30, 26

0.00%

Alpine Bank Wealth Management

3.22K

Jun 30, 26

-1.29K

0.00%

McNamara Financial Services, Inc.

3.13K

Jun 30, 26

-124

0.00%

Legacy Financial Group LLC

3.12K

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

3.11K

Jun 30, 26

+55

0.00%

Provident Living Financial Services, Inc.

3.10K

Jun 30, 26

-1

0.00%

WESBANCO BANK INC

3.08K

Jun 30, 26

-390

0.00%

Gryphon Financial Partners LLC

3.07K

Jun 30, 26

-28

0.00%

Certified Advisory Corp

3.06K

Jun 30, 26

-443

0.00%

Envestnet Portfolio Solutions, Inc.

3.06K

Jun 30, 26

+1.68K

0.00%

Patriot Financial Group Insurance Agency, LLC

3.05K

Jun 30, 26

-2.22K

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

3.02K

Jun 30, 26

-150

0.00%

Strategic Financial Partners, Ltd.

3.01K

Jun 30, 26

+160

0.00%

NORDEN GROUP LLC

3.01K

Jun 30, 26

-191

0.00%

SGL Investment Advisors, Inc.

3.00K

Jun 30, 26

+347

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.00K

Jun 30, 26

-1.23K

0.00%

Carnegie Capital Asset Management, LLC

3.00K

Jun 30, 26

+31

0.00%

WORLD EQUITY GROUP, INC.

3.00K

Jun 30, 26

+85

0.00%

LightSquare Wealth Management, LLC

2.99K

Jun 30, 26

-341

0.00%

Nalls Sherbakoff Group, LLC

2.98K

Jun 30, 26

-131

0.00%

Wick Capital Partners, LLC

2.96K

Jun 30, 26

-36

0.00%

MISSION WEALTH MANAGEMENT, LP

2.96K

Jun 30, 26

+1.66K

0.00%

GREENWOOD GEARHART INC

2.95K

Jun 30, 26

+742

0.00%

Revolve Wealth Partners, LLC

2.94K

Jun 30, 26

-44

0.00%

AVISO WEALTH MANAGEMENT

2.87K

Jun 30, 26

0.00%

Steelhead Wealth Management LLC

2.85K

Jun 30, 26

0.00%

Independent Wealth Network Inc.

2.85K

Jun 30, 26

+137

0.00%

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

2.84K

Jun 30, 26

+496

0.00%

SAGESPRING WEALTH PARTNERS, LLC

2.82K

Jun 30, 26

-11

0.00%

Essex Financial Services, Inc.

2.81K

Jun 30, 26

+209

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

2.77K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

2.75K

Jun 30, 26

+162

0.00%

Founders Financial Alliance, LLC

2.75K

Jun 30, 26

0.00%

Auxano Advisors, LLC

2.75K

Jun 30, 26

-6.81K

0.00%

One Capital Management, LLC

2.74K

Jun 30, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

2.73K

Jun 30, 26

+101

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.73K

Jun 30, 26

0.00%

Bernardo Wealth Planning LLC

2.72K

Jun 30, 26

0.00%

Burns Matteson Capital Management, LLC

2.68K

Jun 30, 26

-115

0.00%

Bridgewater Advisors Inc.

2.68K

Jun 30, 26

0.00%

Bouvel Investment Partners, LLC

2.67K

Jun 30, 26

-70

0.00%

AdvisorNet Financial, Inc

2.67K

Jun 30, 26

+26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.66K

Jun 30, 26

+1.63K

0.00%

Sowell Financial Services LLC

2.66K

Jun 30, 26

-346

0.00%

Enclave Advisors LLC

2.66K

Jun 30, 26

0.00%

SIMON QUICK ADVISORS, LLC

2.64K

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

2.62K

Jun 30, 26

-16

0.00%

ROMAN BUTLER FULLERTON & CO

2.61K

Jun 30, 26

0.00%

NorthRock Partners, LLC

2.61K

Jun 30, 26

-112

0.00%

Clear Harbor Asset Management, LLC

2.61K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

2.61K

Jun 30, 26

-3

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

2.60K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

2.60K

Jun 30, 26

0.00%

GWN SECURITIES INC.

2.58K

Jun 30, 26

+75

0.00%

Williams Jones Wealth Management, LLC.

2.54K

Jun 30, 26

-855

0.00%

Advocate Investing Services LLC

2.53K

Jun 30, 26

0.00%

Goelzer Investment Management, Inc.

2.53K

Jun 30, 26

+94

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

2.52K

Jun 30, 26

-6

0.00%

Waterfront Wealth Inc.

2.50K

Jun 30, 26

-330

0.00%

ROOF EIDAM & MAYCOCK/ADV

2.48K

Jun 30, 26

0.00%

Bank of Marin

2.47K

Jun 30, 26

-9

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

2.47K

Jun 30, 26

0.00%

Bridgewealth Advisory Group, LLC

2.47K

Jun 30, 26

0.00%

BCS Wealth Management

2.44K

Jun 30, 26

-3

0.00%

Rossby Financial, LCC

2.43K

Jun 30, 26

+1.99K

0.00%

Thayer Partners, LLC / MA

2.42K

Jun 30, 26

0.00%

Evolution Advisers, Inc.

2.39K

Jun 30, 26

0.00%

Ridgewood Investments LLC

2.37K

Jun 30, 26

-60

0.00%

Modern Wealth Management, LLC

2.35K

Jun 30, 26

+2.35K

0.00%

RETIREMENT INCOME SOLUTIONS, INC

2.34K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

2.32K

Jun 30, 26

0.00%

WEST BANCORPORATION INC

2.32K

Jun 30, 26

0.00%

Sepio Capital, LP

2.32K

Jun 30, 26

-396

0.00%

Valeo Financial Advisors, LLC

2.32K

Jun 30, 26

+62

0.00%

Resurgent Financial Advisors LLC

2.32K

Jun 30, 26

-18

0.00%

Wright Fund Management, LLC

2.27K

Jun 30, 26

+2.27K

0.00%

EXCHANGE TRADED CONCEPTS, LLC

2.27K

Jun 30, 26

+2.27K

0.00%

Simplicity Wealth,LLC

2.26K

Jun 30, 26

+805

0.00%

Mount Yale Investment Advisors, LLC

2.26K

Jun 30, 26

+401

0.00%

Clarity Financial LLC

2.25K

Jun 30, 26

0.00%

Family Wealth Group, LLC

2.24K

Jun 30, 26

+166

0.00%

JANE STREET GROUP, LLC

2.22K

Jun 30, 26

+18

0.00%

Gladstone Institutional Advisory LLC

2.19K

Jun 30, 26

-13

0.00%

Legacy Capital Wealth Partners, LLC

2.15K

Jun 30, 26

-5

0.00%

MCF Advisors LLC

2.11K

Jun 30, 26

+210

0.00%

Powell Investment Advisors, LLC

2.11K

Jun 30, 26

0.00%

Meridian Wealth Advisors, LLC

2.11K

Jun 30, 26

+433

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

2.10K

Jun 30, 26

0.00%

EWA, LLC

2.08K

Jun 30, 26

-19

0.00%

RED REEF ADVISORS LLC

2.07K

Jun 30, 26

-279

0.00%

FIRST TRUST ADVISORS LP

2.07K

Jun 30, 26

+57

0.00%

TOWER BRIDGE ADVISORS

2.06K

Jun 30, 26

0.00%

Meeder Advisory Services, Inc.

2.04K

Jun 30, 26

-10

0.00%

Mesirow Financial Investment Management, Inc.

2.04K

Jun 30, 26

0.00%

Cypress Wealth Services, LLC

2.04K

Jun 30, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

2.04K

Jun 30, 26

0.00%

Tannin Capital LLC

2.04K

Jun 30, 26

-224

0.00%

CROBAN

2.03K

Jun 30, 26

+91

0.00%

Wilkerson Advisory Group LLC

2.01K

Jun 30, 26

0.00%

WILLNER & HELLER, LLC

2.00K

Jun 30, 26

0.00%

Keystone Financial Services, LLC

1.98K

Jun 30, 26

0.00%

Pinion Investment Advisors, LLC

1.97K

Jun 30, 26

-309

0.00%

Timbuktu Capital Management, LLC

1.97K

Jun 30, 26

+1.97K

0.00%

Fundamentum, LLC

1.97K

Jun 30, 26

-17

0.00%

Pinnacle Bancorp, Inc.

1.97K

Jun 30, 26

-402

0.00%

Plancorp, LLC

1.97K

Jun 30, 26

-1.04K

0.00%

FDx Advisors, Inc.

1.94K

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

1.93K

Jun 30, 26

-4.36K

0.00%

RMB Capital Management, LLC

1.93K

Jun 30, 26

-514

0.00%

DDFG, Inc

1.93K

Jun 30, 26

-20

0.00%

Merited Wealth, LLC

1.91K

Jun 30, 26

-153

0.00%

American Trust

1.91K

Jun 30, 26

+61

0.00%

Trilogy Capital Inc.

1.91K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

1.89K

Jun 30, 26

+356

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

1.87K

Jun 30, 26

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

1.87K

Jun 30, 26

+33

0.00%

Fragasso Group Inc.

1.87K

Jun 30, 26

+288

0.00%

TCG Advisory Services, LLC

1.86K

Jun 30, 26

+14

0.00%

Sovereign Financial Group, Inc.

1.83K

Jun 30, 26

+23

0.00%

PFG Investments, LLC

1.83K

Jun 30, 26

-34

0.00%

ASPIRIANT, LLC

1.83K

Jun 30, 26

0.00%

Balboa Wealth Partners

1.83K

Jun 30, 26

+1.83K

0.00%

SEI INVESTMENTS CO

1.82K

Jun 30, 26

+1.82K

0.00%

Archford Capital Strategies, LLC

1.80K

Jun 30, 26

0.00%

Financial Freedom, LLC

1.80K

Jun 30, 26

-22

0.00%

DAVIS R M INC

1.79K

Jun 30, 26

0.00%

Passive Capital Management, LLC.

1.79K

Jun 30, 26

+11

0.00%

Van Diest Capital, LLC

1.79K

Jun 30, 26

+769

0.00%

Milestone Investment Advisors LLC

1.78K

Jun 30, 26

-50

0.00%

KENNICOTT CAPITAL MANAGEMENT LLC

1.74K

Jun 30, 26

0.00%

WEALTHSPAN PARTNERS, LLC

1.73K

Jun 30, 26

+72

0.00%

Smith Asset Management Co., LLC

1.72K

Jun 30, 26

-268

0.00%

Rehmann Capital Advisory Group

1.72K

Jun 30, 26

-250

0.00%

Ledyard National Bank

1.72K

Jun 30, 26

-36

0.00%

HUNTINGTON NATIONAL BANK

1.71K

Jun 30, 26

-90

0.00%

VestGen Advisors, LLC

1.71K

Jun 30, 26

+171

0.00%

CARDIFF PARK ADVISORS, LLC

1.71K

Jun 30, 26

-8

0.00%

TECTONIC ADVISORS LLC

1.70K

Jun 30, 26

+30

0.00%

Lynx Investment Advisory

1.70K

Jun 30, 26

+1.70K

0.00%

DEARBORN PARTNERS LLC

1.68K

Jun 30, 26

-3

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

1.68K

Jun 30, 26

0.00%

UNIVEST FINANCIAL Corp

1.67K

Jun 30, 26

0.00%

Madison Park Capital Advisors, LLC

1.67K

Jun 30, 26

+69

0.00%

Horizon Family Wealth, Inc.

1.65K

Jun 30, 26

+374

0.00%

Russell Investments Group, Ltd.

1.64K

Jun 30, 26

+153

0.00%

GEN Financial Management, INC.

1.64K

Jun 30, 26

0.00%

Aaron Wealth Advisors LLC

1.64K

Jun 30, 26

-16

0.00%

Petix & Botte Co

1.63K

Jun 30, 26

-424

0.00%

Everstar Asset Management, LLC

1.63K

Jun 30, 26

0.00%

Rockbridge Investment Management, LCC

1.57K

Jun 30, 26

0.00%

BEACON FINANCIAL GROUP

1.57K

Jun 30, 26

0.00%

KLCM Advisors, Inc.

1.56K

Jun 30, 26

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

1.56K

Jun 30, 26

+508

0.00%

Haverford Trust Co

1.56K

Jun 30, 26

0.00%

NORTH STAR ASSET MANAGEMENT INC

1.54K

Jun 30, 26

-8

0.00%

VANCE WEALTH, INC.

1.53K

Jun 30, 26

-1.11K

0.00%

Sara-Bay Financial

1.53K

Jun 30, 26

+71

0.00%

Prime Capital Investment Advisors, LLC

1.53K

Jun 30, 26

-87

0.00%

Verdence Capital Advisors LLC

1.53K

Jun 30, 26

-679

0.00%

HORIZON FINANCIAL SERVICES, LLC

1.52K

Jun 30, 26

+461

0.00%

BLB&B Advisors, LLC

1.50K

Jun 30, 26

0.00%

PERRYMAN FINANCIAL ADVISORY INC /AD

1.50K

Jun 30, 26

0.00%

WP Advisors, LLC

1.50K

Jun 30, 26

-608

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

1.50K

Jun 30, 26

0.00%

PACIFIC SUN FINANCIAL CORP

1.50K

Jun 30, 26

-90

0.00%

Silver Coast Investments LLC

1.50K

Jun 30, 26

+25

0.00%

RFG HOLDINGS, INC.

1.50K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

1.50K

Jun 30, 26

-156

0.00%

Creekside Partners

1.49K

Jun 30, 26

0.00%

Graetz Wealth LLC

1.49K

Jun 30, 26

-924

0.00%

AMARA FINANCIAL, LLC.

1.48K

Jun 30, 26

0.00%

LAKE STREET FINANCIAL LLC

1.48K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

1.48K

Jun 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.48K

Jun 30, 26

-20

0.00%

Peterson Wealth Advisors, LLC

1.48K

Jun 30, 26

+10

0.00%

Acropolis Investment Management, LLC

1.48K

Jun 30, 26

0.00%

Caldwell Trust Co

1.47K

Jun 30, 26

+125

0.00%

Intelligence Driven Advisers, LLC

1.47K

Jun 30, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

1.46K

Jun 30, 26

+1.46K

0.00%

Medallion Wealth Advisors, LLC

1.45K

Jun 30, 26

-3

0.00%

Root Financial Partners, LLC

1.45K

Jun 30, 26

+737

0.00%

PRIVATE TRUST CO NA

1.45K

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

1.45K

Jun 30, 26

0.00%

Diversify Advisory Services, LLC

1.44K

Jun 30, 26

+1.44K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

1.44K

Jun 30, 26

+14

0.00%

Fisher Asset Management, LLC

1.42K

Jun 30, 26

-1.02K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

1.41K

Jun 30, 26

+125

0.00%

ATWOOD & PALMER INC

1.40K

Jun 30, 26

0.00%

BluePath Capital Management, LLC

1.38K

Jun 30, 26

+1.38K

0.00%

RICHARDSON FINANCIAL SERVICES INC.

1.38K

Jun 30, 26

+322

0.00%

WRAPMANAGER INC

1.36K

Jun 30, 26

-3

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

1.36K

Jun 30, 26

0.00%

StoneX Group Inc.

1.34K

Jun 30, 26

-121

0.00%

CONGRESS ASSET MANAGEMENT CO /MA

1.34K

Jun 30, 26

-442

0.00%

Continuum Advisory, LLC

1.32K

Jun 30, 26

+24

0.00%

Partners in Financial Planning

1.32K

Jun 30, 26

0.00%

Old North State Wealth Management, LLC

1.31K

Jun 30, 26

-400

0.00%

Legacy Wealth Partners, LLC

1.31K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.30K

Jun 30, 26

+805

0.00%

Noble Wealth Management PBC

1.30K

Jun 30, 26

-75

0.00%

AIMZ Investment Advisors, LLC

1.28K

Jun 30, 26

0.00%

Independent Solutions Wealth Management, LLC

1.28K

Jun 30, 26

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

1.27K

Jun 30, 26

-1.03K

0.00%

Argentarii, LLC

1.27K

Jun 30, 26

-23

0.00%

UNIQUE WEALTH, LLC

1.26K

Jun 30, 26

+95

0.00%

Kovack Advisors, Inc.

1.26K

Jun 30, 26

-45

0.00%

Bishop & Co Investment Management, LLC

1.26K

Jun 30, 26

0.00%

NFP Retirement, Inc.

1.26K

Jun 30, 26

-52

0.00%

Brinker Capital Investments, LLC

1.25K

Jun 30, 26

-3.94K

0.00%

HSBC HOLDINGS PLC

1.25K

Jun 30, 26

0.00%

Klingman & Associates, LLC

1.25K

Jun 30, 26

-15

0.00%

Foundations Investment Advisors, LLC

1.25K

Jun 30, 26

-708

0.00%

Jackson, Grant Investment Advisers, Inc.

1.25K

Jun 30, 26

0.00%

Coquina Private Wealth LLC

1.24K

Jun 30, 26

+267

0.00%

Asset Dedication, LLC

1.24K

Jun 30, 26

0.00%

Financial Council Asset Management Inc

1.23K

Jun 30, 26

0.00%

Eqis Capital Management, Inc.

1.23K

Jun 30, 26

+128

0.00%

LWM ADVISORS INC

1.22K

Jun 30, 26

+14

0.00%

Sylvest Advisors, LLC

1.22K

Jun 30, 26

+1.22K

0.00%

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

1.22K

Jun 30, 26

0.00%

Duncan Williams Asset Management, LLC

1.21K

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

1.20K

Jun 30, 26

-506

0.00%

Wilson & Boucher Capital Management, LLC

1.20K

Jun 30, 26

0.00%

Copia Wealth Management

1.20K

Jun 30, 26

-16

0.00%

Triton Wealth Management, PLLC

1.18K

Jun 30, 26

-661

0.00%

SILVER OAK SECURITIES, INCORPORATED

1.18K

Jun 30, 26

-81

0.00%

M&T BANK CORP

1.18K

Jun 30, 26

-369

0.00%

CM WEALTH ADVISORS LLC

1.18K

Jun 30, 26

0.00%

Zhang Financial LLC

1.17K

Jun 30, 26

+61

0.00%

Empower Advisory Group, LLC

1.17K

Jun 30, 26

-5

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

1.17K

Jun 30, 26

-375

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

1.16K

Jun 30, 26

-5

0.00%

HOWLAND CAPITAL MANAGEMENT LLC

1.15K

Jun 30, 26

-23

0.00%

LM Advisors LLC

1.15K

Jun 30, 26

+1.15K

0.00%

IBEX WEALTH ADVISORS

1.15K

Jun 30, 26

0.00%

CDM FINANCIAL COUNSELING SERVICES, INC.

1.15K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.13K

Jun 30, 26

+82

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

1.12K

Jun 30, 26

0.00%

RFG Advisory, LLC

1.12K

Jun 30, 26

+37

0.00%

Argent Advisors, Inc.

1.12K

Jun 30, 26

0.00%

Headland Capital, LLC

1.12K

Jun 30, 26

0.00%

Gallacher Capital Management LLC

1.11K

Jun 30, 26

0.00%

CHAPIN DAVIS, INC.

1.11K

Jun 30, 26

-90

0.00%

Richmond Investment Services, LLC

1.11K

Jun 30, 26

-1.50K

0.00%

Schneider Downs Wealth Management Advisors, LP

1.10K

Jun 30, 26

0.00%

J HAGAN CAPITAL, INC.

1.09K

Jun 30, 26

-34

0.00%

Soltis Investment Advisors LLC

1.09K

Jun 30, 26

0.00%

ANCHOR CAPITAL ADVISORS LLC

1.09K

Jun 30, 26

+303

0.00%

Axis Wealth Partners, LLC

1.09K

Jun 30, 26

+241

0.00%

Madison Wealth Partners, Inc

1.08K

Jun 30, 26

0.00%

L. Roy Papp & Associates, LLP

1.08K

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

1.07K

Jun 30, 26

0.00%

BLALOCK WILLIAMS, LLC

1.07K

Jun 30, 26

-40

0.00%

Paulson Wealth Management Inc.

1.06K

Jun 30, 26

0.00%

FIDUCIARY TRUST CO

1.06K

Jun 30, 26

-75

0.00%

NWF Advisory Services Inc.

1.05K

Jun 30, 26

-101

0.00%

SMITH, MOORE & CO.

1.05K

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

1.05K

Jun 30, 26

-269

0.00%

Blackston Financial Advisory Group, LLC

1.05K

Jun 30, 26

+191

0.00%

Strategic Blueprint, LLC

1.05K

Jun 30, 26

0.00%

Kendall Capital Management

1.04K

Jun 30, 26

0.00%

CPA Asset Management LLC

1.03K

Jun 30, 26

0.00%

MOR Wealth Management, LLC

1.03K

Jun 30, 26

0.00%

Greenspring Advisors, LLC

1.03K

Jun 30, 26

-364

0.00%

XCELSIOR ADVISOR PARTNERS LLC

1.03K

Jun 30, 26

+208

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

1.03K

Jun 30, 26

+58

0.00%

STAGE HARBOR FINANCIAL, LLC

1.01K

Jun 30, 26

0.00%

Redmond Asset Management, LLC

1.01K

Jun 30, 26

0.00%

New England Private Wealth Advisors LLC

1.01K

Jun 30, 26

0.00%

Legacy Wealth Managment, LLC/ID

1.00K

Jun 30, 26

+36

0.00%

City State Bank

1.00K

Jun 30, 26

0.00%

S.A. Mason LLC

1.00K

Jun 30, 26

0.00%

Odyssey Capital Advisors, Inc.

999

Jun 30, 26

+159

0.00%

WealthBridge Capital Management, LLC

997

Jun 30, 26

0.00%

Long Island Wealth Management, Inc.

996

Jun 30, 26

0.00%

Vanguard National Trust Co

993

Jun 30, 26

0.00%

Garden State Investment Advisory Services LLC

987

Jun 30, 26

0.00%

MBL Wealth, LLC

985

Jun 30, 26

-100

0.00%

Accredited Investors Inc.

982

Jun 30, 26

0.00%

Forum Financial Management, LP

980

Jun 30, 26

-8

0.00%

Evernest Financial Advisors, LLC

979

Jun 30, 26

0.00%

Martel Wealth Advisors Inc

975

Jun 30, 26

0.00%

William Mack & Associates, Inc.

966

Jun 30, 26

+966

0.00%

Sicart Associates LLC

965

Jun 30, 26

0.00%

Galvin, Gaustad & Stein, LLC

960

Jun 30, 26

0.00%

CoreCap Advisors, LLC

944

Jun 30, 26

+15

0.00%

Beacon Financial Advisory LLC

942

Jun 30, 26

-266

0.00%

Columbus Macro, LLC

936

Jun 30, 26

0.00%

BankPlus Trust Department

928

Jun 30, 26

0.00%

SIGMA INVESTMENT COUNSELORS INC

928

Jun 30, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

925

Jun 30, 26

-125

0.00%

OFS Enterprise LLC

921

Jun 30, 26

0.00%

Arbor Investment Advisors, LLC

919

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

918

Jun 30, 26

+918

0.00%

EASTERLY INVESTMENT PARTNERS LLC

917

Jun 30, 26

0.00%

Synergy Asset Management, LLC

914

Jun 30, 26

-7

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

910

Jun 30, 26

+175

0.00%

Relyea Zuckerberg Hanson LLC

906

Jun 30, 26

+906

0.00%

Element Wealth, LLC

901

Jun 30, 26

0.00%

Legacy Financial Advisors, Inc.

901

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

900

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

899

Jun 30, 26

0.00%

VisionPoint Advisory Group, LLC

896

Jun 30, 26

-18

0.00%

Welch Group, LLC

893

Jun 30, 26

0.00%

Clarity Capital Advisors, LLC

889

Jun 30, 26

0.00%

Fiduciary Alliance LLC

884

Jun 30, 26

+84

0.00%

Investment Advisory Group, LLC

882

Jun 30, 26

0.00%

Richwood Investment Advisors, LLC

880

Jun 30, 26

+880

0.00%

Allred Capital Management, LLC

876

Jun 30, 26

0.00%

Orion Capital Management LLC

868

Jun 30, 26

-2

0.00%

AMG National Trust Bank

868

Jun 30, 26

-130

0.00%

Snowden Capital Advisors LLC

864

Jun 30, 26

+864

0.00%

Castle Rock Wealth Management, LLC

860

Jun 30, 26

-164

0.00%

Patten Group, Inc.

860

Jun 30, 26

-60

0.00%

Winthrop Advisory Group LLC

853

Jun 30, 26

+62

0.00%

Steel Peak Wealth Management LLC

852

Jun 30, 26

+10

0.00%

Brown Miller Wealth Management, LLC

843

Jun 30, 26

-60

0.00%

Sanibel Captiva Trust Company, Inc.

843

Jun 30, 26

0.00%

Synergy Investment Management, LLC

839

Jun 30, 26

+226

0.00%

SYNTAX RESEARCH, INC.

837

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

836

Jun 30, 26

-24

0.00%

FIRST CITIZENS BANK & TRUST CO

835

Jun 30, 26

+38

0.00%

CRA Financial Services, LLC

833

Jun 30, 26

0.00%

SIGNATUREFD, LLC

825

Jun 30, 26

+53

0.00%

Key FInancial Inc

823

Jun 30, 26

-100

0.00%

Mayfair Advisory Group, LLC

823

Jun 30, 26

-33

0.00%

Artesa Financial Group, LLC

823

Jun 30, 26

0.00%

SkyOak Wealth, LLC

817

Jun 30, 26

0.00%

Fearless Solutions, LLC dba Best Invest

813

Jun 30, 26

-8

0.00%

CULLEN/FROST BANKERS, INC.

812

Jun 30, 26

-136

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

812

Jun 30, 26

-24

0.00%

October Effect Ltd

806

Jun 30, 26

-20

0.00%

Park Place Capital Corp

805

Jun 30, 26

0.00%

Armor Investment Advisors, LLC

800

Jun 30, 26

0.00%

Colony Family Offices, LLC

799

Jun 30, 26

0.00%

Dorsey & Whitney Trust CO LLC

798

Jun 30, 26

-306

0.00%

Lee-Kelleher Wealth Management

795

Jun 30, 26

0.00%

Bedel Financial Consulting, Inc.

794

Jun 30, 26

-9

0.00%

Planned Solutions, Inc.

793

Jun 30, 26

0.00%

COURIER CAPITAL LLC

793

Jun 30, 26

-33

0.00%

GoalVest Advisory LLC

787

Jun 30, 26

-330

0.00%

Elm3 Financial Group, LLC

780

Jun 30, 26

0.00%

Daviman Financial, LLC

777

Jun 30, 26

-17

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

775

Jun 30, 26

+775

0.00%

Sterling Capital Management LLC

775

Jun 30, 26

-202

0.00%

Tradition Wealth Management, LLC

774

Jun 30, 26

+774

0.00%

Financial Perspectives, Inc

770

Jun 30, 26

0.00%

GRIFFIN ASSET MANAGEMENT, INC.

764

Jun 30, 26

+764

0.00%

PINNACLE ASSOCIATES LTD

762

Jun 30, 26

+762

0.00%

McGlone Suttner Wealth Management, Inc.

762

Jun 30, 26

+762

0.00%

Valmark Advisers, Inc.

762

Jun 30, 26

+762

0.00%

Delta Investment Management, LLC

759

Jun 30, 26

+759

0.00%

Coastal Bridge Advisors, LLC

750

Jun 30, 26

+750

0.00%

Ballast Rock Private Wealth LLC

750

Jun 30, 26

+750

0.00%

Advisory Advocates, LLC

749

Jun 30, 26

+749

0.00%

New Insight Wealth Advisors

743

Jun 30, 26

-55

0.00%

Manske Wealth Management

743

Jun 30, 26

+743

0.00%

Westbourne Investment Advisors, Inc.

741

Jun 30, 26

+741

0.00%

SWP FINANCIAL LLC

734

Jun 30, 26

+734

0.00%

Nicholas Hoffman & Company, LLC.

732

Jun 30, 26

+732

0.00%

Bath Savings Trust Co

728

Jun 30, 26

+728

0.00%

Verity Asset Management, Inc.

725

Jun 30, 26

+725

0.00%

XY Planning Network, Inc.

722

Jun 30, 26

+722

0.00%

ELLERSON GROUP INC /ADV

720

Jun 30, 26

+720

0.00%

CERTUITY, LLC

718

Jun 30, 26

+718

0.00%

Fortis Capital Management LLC

715

Jun 30, 26

+715

0.00%

Agate Pass Investment Management, LLC

709

Jun 30, 26

+709

0.00%

HALL CAPITAL MANAGEMENT CO INC

708

Jun 30, 26

+708

0.00%

Gilman Hill Asset Management, LLC

707

Jun 30, 26

+707

0.00%

Accurate Wealth Management, LLC

707

Jun 30, 26

+707

0.00%

FULTON BANK, N.A.

704

Jun 30, 26

+704

0.00%

Jacobi Capital Management LLC

704

Jun 30, 26

+704

0.00%

Brio Consultants, LLC

704

Jun 30, 26

-44

0.00%

HARRIS ASSOCIATES L P

700

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

698

Jun 30, 26

-100

0.00%

Northwest Bancshares, Inc.

698

Jun 30, 26

+698

0.00%

MJP ASSOCIATES INC /ADV

698

Jun 30, 26

+698

0.00%

Advisor OS, LLC

698

Jun 30, 26

+698

0.00%

QUANTUM FINANCIAL PARTNERS LLC

697

Jun 30, 26

+697

0.00%

Mayflower Financial Advisors, LLC

696

Jun 30, 26

+696

0.00%

BancFirst Trust & Investment Management

696

Jun 30, 26

+696

0.00%

Apella Capital, LLC

694

Jun 30, 26

-22

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

693

Jun 30, 26

+693

0.00%

Atlas Legacy Advisors, LLC

693

Jun 30, 26

+693

0.00%

Monument Capital Management

692

Jun 30, 26

+692

0.00%

Capital Investment Advisory Services, LLC

692

Jun 30, 26

+12

0.00%

Clark Capital Management Group, Inc.

691

Jun 30, 26

+691

0.00%

1900 WEALTH MANAGEMENT LLC

684

Jun 30, 26

+684

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

681

Jun 30, 26

+681

0.00%

Summit Financial Strategies, Inc.

678

Jun 30, 26

+678

0.00%

WATERS PARKERSON & CO., LLC

678

Jun 30, 26

+678

0.00%

Sunrise Financial Services, LLC

672

Jun 30, 26

-28

0.00%

Northwest Wealth Advisors, LLC

672

Jun 30, 26

+672

0.00%

Steffes Financial, Ltd.

671

Jun 30, 26

+671

0.00%

PRIVATE CLIENT SERVICES, LLC

665

Jun 30, 26

+665

0.00%

Colter Lewis Investment Partners LLC

661

Jun 30, 26

+661

0.00%

SHAYNE & CO., LLC

659

Jun 30, 26

+659

0.00%

Legacy Bridge, LLC

656

Jun 30, 26

0.00%

Pallas Capital Advisors LLC

655

Jun 30, 26

+655

0.00%

Sage Investment Counsel LLC

654

Jun 30, 26

+654

0.00%

Point72 Asset Management, L.P.

654

Jun 30, 26

+654

0.00%

SouthState Corp

649

Jun 30, 26

-106

0.00%

Monetary Solutions, Ltd

619

Jun 30, 26

0.00%

LRI Investments, LLC

615

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

615

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

610

Jun 30, 26

0.00%

Cordant, Inc.

604

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

597

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

583

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

565

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

558

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

532

Jun 30, 26

0.00%

AlphaCore Capital LLC

529

Jun 30, 26

-1.38K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

518

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

514

Jun 30, 26

-35

0.00%

Beacon Financial Strategies CORP

508

Jun 30, 26

+170

0.00%

Archer Investment Corp

501

Jun 30, 26

0.00%

Rossmore Private Capital

500

Jun 30, 26

0.00%

Grove Bank & Trust

500

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

499

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

484

Jun 30, 26

+49

0.00%

Cornerstone Financial Management LLC

478

Jun 30, 26

+35

0.00%

Olistico Wealth, LLC

475

Jun 30, 26

0.00%

Concord Wealth Partners

471

Jun 30, 26

+471

0.00%

TRUST CO OF TOLEDO NA /OH/

464

Jun 30, 26

0.00%

Crewe Advisors LLC

458

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

444

Jun 30, 26

-254

0.00%

Bangor Savings Bank

440

Jun 30, 26

0.00%

Hickory Point Bank & Trust

427

Jun 30, 26

0.00%

Bogart Wealth, LLC

415

Jun 30, 26

+167

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

412

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

408

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

403

Jun 30, 26

-2

0.00%

Frazier Financial Advisors, LLC

399

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

396

Jun 30, 26

0.00%

North Star Investment Management Corp.

370

Jun 30, 26

0.00%

NBC SECURITIES, INC.

366

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

362

Jun 30, 26

0.00%

Align Financial, LLC

346

Jun 30, 26

0.00%

Hughes Financial Services, LLC

334

Jun 30, 26

0.00%

TRUST CO OF VERMONT

333

Jun 30, 26

+333

0.00%

Ameritas Investment Partners, Inc.

331

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

330

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

309

Jun 30, 26

+14

0.00%

ANGELES WEALTH MANAGEMENT, LLC

305

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

300

Jun 30, 26

-85

0.00%

TIAA Wealth Investment Management LLC

300

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

293

Jun 30, 26

0.00%

NBH Bank

287

Jun 30, 26

+287

0.00%

ST GERMAIN D J CO INC

284

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

284

Jun 30, 26

+137

0.00%

Strategic Investment Solutions, Inc. /IL

283

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

275

Jun 30, 26

0.00%

Bullock Wealth Management Group

269

Jun 30, 26

+269

0.00%

Fairman Group, LLC

269

Jun 30, 26

0.00%

Clean Yield Group

254

Jun 30, 26

0.00%

Balentine LLC

253

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

249

Jun 30, 26

0.00%

Strategic Advocates LLC

246

Jun 30, 26

+47

0.00%

HAZLETT, BURT & WATSON, INC.

240

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

230

Jun 30, 26

0.00%

IMA Wealth, Inc.

218

Jun 30, 26

+218

0.00%

DHJJ Financial Advisors, Ltd.

214

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

207

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

202

Jun 30, 26

-9

0.00%

Glen Eagle Advisors, LLC

201

Jun 30, 26

+16

0.00%

Elevated Capital Advisors, LLC

200

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

200

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

200

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

190

Jun 30, 26

-20

0.00%

TD Waterhouse Canada Inc.

185

Jun 30, 26

0.00%

Winch Advisory Services, LLC

185

Jun 30, 26

0.00%

PlanVest Financial, Inc

184

Jun 30, 26

-3

0.00%

Napier Financial, LLC

180

Jun 30, 26

0.00%

GAMMA Investing LLC

178

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

178

Jun 30, 26

+81

0.00%

Financial Gravity Companies, Inc.

171

Jun 30, 26

+171

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

168

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

165

Jun 30, 26

+165

0.00%

ENTRUST FINANCIAL LLC

165

Jun 30, 26

0.00%

Caitlin John, LLC

156

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

156

Jun 30, 26

+156

0.00%

Keating Financial Advisory Services, Inc.

155

Jun 30, 26

-16

0.00%

EASTERN BANK

151

Jun 30, 26

0.00%

Clearstead Trust, LLC

150

Jun 30, 26

0.00%

Abound Wealth Management

147

Jun 30, 26

-44

0.00%

Bank of New Hampshire

145

Jun 30, 26

-600

0.00%

FIDUCIARY FINANCIAL ADVISORS

140

Jun 30, 26

+140

0.00%

Topsail Wealth Management, LLC

138

Jun 30, 26

0.00%

Heritage Wealth Advisors

138

Jun 30, 26

+138

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

134

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

131

Jun 30, 26

-1.15K

0.00%

Wellington Grp LLC

129

Jun 30, 26

0.00%

Field & Main Bank

127

Jun 30, 26

0.00%

EPG Wealth Management LLC

119

Jun 30, 26

0.00%

Dunhill Financial, LLC

114

Jun 30, 26

0.00%

Regatta Research & Money Management

114

Jun 30, 26

+114

0.00%

Founders Capital Management

110

Jun 30, 26

0.00%

Roxbury Financial LLC

110

Jun 30, 26

0.00%

Westend Capital Management, LLC

110

Jun 30, 26

+110

0.00%

C M BIDWELL & ASSOCIATES LTD

106

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

102

Jun 30, 26

0.00%

Kentucky Trust Co

100

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

100

Jun 30, 26

+100

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

Jun 30, 26

-20

0.00%

Strive Financial Group ,LLC

Jun 30, 26

+22

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

+35

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

+69

0.00%

Barnes Dennig Private Wealth Management LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

-111

0.00%

Paladin Advisory Group, LLC

Jun 30, 26

0.00%

United Financial Planning Group LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+55

0.00%

Independence Bank of Kentucky

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

HOWE & RUSLING INC

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+44

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+43

0.00%

Bay Harbor Wealth Management, LLC

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+40

0.00%

Nemes Rush Group LLC

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Dynamic Wealth Strategies, LLC

Jun 30, 26

0.00%

Avalon Trust Co

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

-4

0.00%

MASECO LLP

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+33

0.00%

VIMA LLC

Jun 30, 26

+33

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Jun 30, 26

0.00%

Markowski Investments

Jun 30, 26

+30

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

Wells Financial Advisors INC

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Advanced Asset Management Advisors Inc

Jun 30, 26

0.00%

BALLAST ADVISORS LLC

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

Jun 30, 26

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Coston, McIsaac & Partners

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

Jun 30, 26

0.00%

NVWM, LLC

Jun 30, 26

0.00%

Go Invest LLC

Jun 30, 26

0.00%

Costello Asset Management, INC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

FIRST FINANCIAL CORP /IN/

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

Jun 30, 26

0.00%

Planning Strategies Inc.

Jun 30, 26

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

HM PAYSON & CO

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Jun 30, 26

0.00%

Avion Wealth

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

Jun 30, 26

0.00%

Aspect Partners, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-1

0.00%

Gould Capital, LLC

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

0.00%

MidFirst Bank

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

-9

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-77

Key Capital Management, INC

Jun 30, 26

-7

MWA Asset Management

Jun 30, 26

-603

D. E. Shaw & Co., Inc.

Jun 30, 26

-1.42K

Kozak & Associates, Inc.

Jun 30, 26

-2

Golden State Equity Partners

Jun 30, 26

-332

Activest Wealth Management

Jun 30, 26

-1

TopTier Wealth Management, LLC

Jun 30, 26

-90

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-1.38K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-110

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-5.56K

Baer Investment Advisory LLC

Jun 30, 26

-9.78K

HFM Investment Advisors, LLC

Jun 30, 26

-35

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-68

Calamos Advisors LLC

Jun 30, 26

-3.23K

MOLLER FINANCIAL SERVICES

Jun 30, 26

-1.23K

MBM Wealth Consultants, LLC

Jun 30, 26

-279

KEYVANTAGE WEALTH, LLC

Jun 30, 26

-804

Innovative Asset Advisors Group, LLC

Jun 30, 26

-12

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-200

FLOW TRADERS U.S. LLC

Jun 30, 26

-1.14K

Independent Advisor Alliance

Jun 30, 26

-3.38K

Clark Wealth Partners

Jun 30, 26

-10

ORLEANS CAPITAL MANAGEMENT CORP/LA

Jun 30, 26

-1.07K

Heirloom Wealth Management

Jun 30, 26

-5.08K

Destiny Wealth Partners, LLC

Jun 30, 26

-220

DAGCO, INC.

Jun 30, 26

-100

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-2.02K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-3

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-21

Taylor & Morgan Wealth Management, LLC

Jun 30, 26

-1.27K

BRANDYWINE OAK PRIVATE WEALTH LLC

Jun 30, 26

-832

Tower Research Capital LLC (TRC)

Jun 30, 26

-9.92K

CULBERTSON A N & CO INC

Jun 30, 26

-1.18K

Portside Wealth Group, LLC

Jun 30, 26

-787

HORAN Wealth, LLC

Jun 30, 26

-854

PROTECTIVE LIFE CORP

Jun 30, 26

-2

BIRCHBROOK, INC.

Jun 30, 26

-27

Magnolia Wealth Management, LLC

Jun 30, 26

-11

Quadrant Private Wealth Management, LLC

Jun 30, 26

-6.70K

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

-10

Saranac Partners Ltd

Jun 30, 26

-1.41K

Phillip James Consulting Co.

Jun 30, 26

-4.43K

Greenhouse Wealth Management, LLC

Jun 30, 26

-3.90K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-818

Coastline Trust Co

Jun 30, 26

-183

ICONIQ Capital, LLC

Jun 30, 26

-1.84K

F/M Investments LLC

Jun 30, 26

-1.86K

Scott Capital Advisors, LLC

Jun 30, 26

-1.14K

CWM, LLC

120.96K

Mar 31, 26

-10.94K

0.10%

Opes Wealth Management LLC

56.47K

Mar 31, 26

+1.13K

0.05%

Tenret Co LLC

21.68K

Mar 31, 26

+1.24K

0.02%

Talon Private Wealth, LLC

18.89K

Mar 31, 26

+18.89K

0.02%

rebel Financial LLC

13.04K

Mar 31, 26

-221

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

12.13K

Mar 31, 26

-231

0.01%

Skopos Labs, Inc.

4.12K

Mar 31, 26

+419

0.00%

U.S. Capital Wealth Advisors, LLC

3.12K

Mar 31, 26

+99

0.00%

Anchor Investment Management, LLC

2.78K

Mar 31, 26

-61

0.00%

Strategic Financial Services, Inc,

2.57K

Mar 31, 26

-16

0.00%

Mill Creek Capital Advisors, LLC

2.12K

Mar 31, 26

-87

0.00%

Reynders McVeigh Capital Management, LLC

1.50K

Mar 31, 26

0.00%

Claris Financial LLC

1.01K

Mar 31, 26

+234

0.00%

EXENCIAL WEALTH ADVISORS, LLC

878

Mar 31, 26

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

508

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

287

Mar 31, 26

+20

0.00%

Horizons Wealth Management

195

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

184

Mar 31, 26

+11

0.00%

Financial Gravity Asset Management, Inc.

170

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

164

Mar 31, 26

0.00%

McIlrath & Eck, LLC

123

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

118

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

CAPITAL & PLANNING, LLC

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-10.81K

Evanson Asset Management, LLC

Mar 31, 26

-934

CIBC Private Wealth Group, LLC

174.15K

Dec 31, 25

+151.72K

0.15%

COMERICA BANK

36.30K

Dec 31, 25

+833

0.03%

VANGUARD GROUP INC

8.76K

Dec 31, 25

-231

0.01%

FineMark National Bank & Trust

6.92K

Dec 31, 25

+6.92K

0.01%

MidWestOne Financial Group, Inc.

6.15K

Dec 31, 25

-109

0.01%

TRANSATLANTIQUE PRIVATE WEALTH LLC

5.08K

Dec 31, 25

+680

0.00%

Dentgroup LLC

4.72K

Dec 31, 25

-150

0.00%

NICOLET ADVISORY SERVICES, LLC

4.47K

Dec 31, 25

-205

0.00%

Total Wealth Planning, LLC

4.02K

Dec 31, 25

-60.93K

0.00%

CAPITAL INSIGHT PARTNERS, LLC

1.53K

Dec 31, 25

+1.53K

0.00%

Yeomans Consulting Group, Inc.

925

Dec 31, 25

0.00%

Oldfather Financial Services, LLC

921

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

252

Dec 31, 25

-3.55K

0.00%

Motiv8 Investments LLC

220

Dec 31, 25

+220

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-39

0.00%

Capitolis Liquid Global Markets LLC

Dec 31, 25

-26.10K

Prosperity Wealth Management, Inc.

Dec 31, 25

-1.28K

SYNOVUS FINANCIAL CORP

57.76K

Sep 30, 25

-281

0.05%

PINNACLE FINANCIAL PARTNERS INC

6.99K

Sep 30, 25

+13

0.01%

Wells Trecaso Financial Group, LLC

6.09K

Sep 30, 25

-2.38K

0.01%

FSA Wealth Management LLC

2.50K

Sep 30, 25

-6

0.00%

Moloney Securities Asset Management, LLC

2.10K

Sep 30, 25

0.00%

Obsidian Personal Planning Solutions LLC

1.49K

Sep 30, 25

0.00%

MAS Advisors LLC

1.22K

Sep 30, 25

0.00%

Wealthstream Advisors, Inc.

1.20K

Sep 30, 25

-171

0.00%

Willow Creek Wealth Management Inc.

1.15K

Sep 30, 25

-138

0.00%

COUNTRY CLUB BANK /GFN

900

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

735

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

190

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

179

Sep 30, 25

+107

0.00%

Guerra Advisors Inc

107

Sep 30, 25

+107

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-1.36K

Bristlecone Advisors, LLC

Sep 30, 25

-1.10K

First Horizon Advisors, Inc.

47.68K

Jun 30, 25

-3.30K

0.04%

AVANTAX ADVISORY SERVICES, INC.

32.31K

Jun 30, 25

-815

0.03%

Atria Wealth Solutions, Inc.

21.53K

Jun 30, 25

-1.60K

0.02%

Congress Wealth Management LLC / DE /

12.28K

Jun 30, 25

+2.46K

0.01%

CHURCHILL MANAGEMENT Corp

11.59K

Jun 30, 25

+11.59K

0.01%

My Legacy Advisors, LLC

7.87K

Jun 30, 25

-1.67K

0.01%

Wambolt & Associates, LLC

7.51K

Jun 30, 25

-183

0.01%

Smith Anglin Financial, LLC

5.68K

Jun 30, 25

0.00%

Northeast Financial Consultants Inc

5.49K

Jun 30, 25

0.00%

Graypoint LLC

4.34K

Jun 30, 25

-5

0.00%

Von Berge Wealth Management Group, LLC

1.49K

Jun 30, 25

-34

0.00%

Iron Horse Wealth Management, LLC

513

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

475

Jun 30, 25

0.00%

PrairieView Partners, LLC

446

Jun 30, 25

-332

0.00%

Semmax Financial Advisors Inc.

228

Jun 30, 25

+228

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+43

0.00%

Christopher J. Hasenberg, Inc

Jun 30, 25

-2

Capital A Wealth Management, LLC

Jun 30, 25

-13

Marcum Wealth, LLC

7.55K

Mar 31, 25

-51

0.01%

Safeguard Financial, LLC

6.97K

Mar 31, 25

-520

0.01%

Orion Portfolio Solutions, LLC

6.45K

Mar 31, 25

-4.70K

0.01%

Cahill Wealth Management, LLC

2.62K

Mar 31, 25

0.00%

Lane & Associates LLC

2.27K

Mar 31, 25

-99

0.00%

Delta Financial Group, Inc.

1.16K

Mar 31, 25

+26

0.00%

Sandy Spring Bank

360

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+17

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-7.30K

Cyrus J. Lawrence, LLC

Mar 31, 25

-2.11K

Cassady Schiller Wealth Management, LLC

17.36K

Dec 31, 24

-206

0.01%

Anchor Pointe Wealth Management, LLC

6.73K

Dec 31, 24

+6.73K

0.01%

Zions Bancorporation, N.A.

3.67K

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

2.37K

Dec 31, 24

0.00%

WR Wealth Planners, LLC

2.25K

Dec 31, 24

0.00%

Riggs Capital Management LLC

1.12K

Dec 31, 24

+1.12K

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-5

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-691

Axiom Advisory, LLC

3.10M

Sep 30, 24

+312.32K

2.63%

Raymond James Financial Services Advisors, Inc.

212.46K

Sep 30, 24

+31.65K

0.18%

RAYMOND JAMES & ASSOCIATES

89.03K

Sep 30, 24

+3.00K

0.08%

Edmonds Duncan Registered Investment Advisors, LLC

54.52K

Sep 30, 24

+3.14K

0.05%

Hyperion Partners, LLC

41.57K

Sep 30, 24

+2.44K

0.04%

Brophy Wealth Management, LLC

28.07K

Sep 30, 24

+28.07K

0.02%

RAYMOND JAMES TRUST N.A.

9.46K

Sep 30, 24

+432

0.01%

ETFIDEA, LLC

7.46K

Sep 30, 24

+109

0.01%

Aspire Wealth Management Corp

7.40K

Sep 30, 24

-47

0.01%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

6.26K

Sep 30, 24

+319

0.01%

PRIO WEALTH LIMITED PARTNERSHIP

5.66K

Sep 30, 24

0.00%

CEDRUS LLC

4.45K

Sep 30, 24

+981

0.00%

Financial Planning & Information Services, Inc.

1.94K

Sep 30, 24

+505

0.00%

First Trust Direct Indexing L.P.

1.63K

Sep 30, 24

0.00%

FORT PITT CAPITAL GROUP, LLC

1.22K

Sep 30, 24

0.00%

9258 Wealth Management, LLC

1.19K

Sep 30, 24

-339

0.00%

Carmichael Hill & Associates, Inc.

1.15K

Sep 30, 24

-71

0.00%

CIC Wealth, LLC

1.00K

Sep 30, 24

0.00%

VitalStone Financial, LLC

710

Sep 30, 24

0.00%

Planning Capital Management Corp

105

Sep 30, 24

+105

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+93

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+54

0.00%

Family Asset Management, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

77.46K

Jun 30, 24

+1.14K

0.07%

BUCKINGHAM STRATEGIC WEALTH, LLC

11.74K

Jun 30, 24

-246

0.01%

GIRARD PARTNERS LTD.

1.65K

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

1.45K

Jun 30, 24

+1.45K

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

720

Jun 30, 24

0.00%

BlackRock Inc.

553

Jun 30, 24

0.00%

Private Ocean, LLC

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-218

HoyleCohen, LLC

Jun 30, 24

-1.17K

Cetera Advisor Networks LLC

58.26K

Mar 31, 24

+5.42K

0.05%

Ratio Wealth Group

47.83K

Mar 31, 24

+3.61K

0.04%

Cetera Advisors LLC

30.14K

Mar 31, 24

+22.05K

0.03%

Ziegler Capital Management, LLC

19.23K

Mar 31, 24

+702

0.02%

Grey Street Capital, LLC

10.39K

Mar 31, 24

+10.39K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

1.79K

Mar 31, 24

-24

0.00%

Coppell Advisory Solutions Corp.

874

Mar 31, 24

+874

0.00%

Cutler Group LLC / CA

Mar 31, 24

-57

Ledge Wealth Management, Inc.

19.86K

Dec 31, 23

+130

0.02%

Day & Ennis, LLC

11.38K

Dec 31, 23

-30

0.01%

Simplicity Solutions, LLC

8.11K

Dec 31, 23

-548

0.01%

Bridgeworth, LLC

6.07K

Dec 31, 23

0.01%

DFPG INVESTMENTS, LLC

3.56K

Dec 31, 23

+546

0.00%

WEALTHSOURCE PARTNERS, LLC

2.79K

Dec 31, 23

+44

0.00%

DB Wealth Management Group, LLC

1.59K

Dec 31, 23

+79

0.00%

LWS Wealth Advisors, Inc.

1.04K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

629

Dec 31, 23

0.00%

Bartlett & Co. LLC

481

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

353

Dec 31, 23

-150

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

98.81K

Sep 30, 23

-12.05K

0.08%

COLONY GROUP LLC

20.12K

Sep 30, 23

-2.78K

0.02%

Windsor Group LTD

7.99K

Sep 30, 23

+100

0.01%

TIEDEMANN ADVISORS, LLC

7.68K

Sep 30, 23

-128

0.01%

PATHSTONE FAMILY OFFICE, LLC

6.03K

Sep 30, 23

+6.03K

0.01%

COMERICA SECURITIES,INC.

4.06K

Sep 30, 23

-289

0.00%

3D/L Capital Management, LLC

2.80K

Sep 30, 23

0.00%

Trellis Advisors, LLC

1.63K

Sep 30, 23

0.00%

Steward Financial Group LLC

551

Sep 30, 23

0.00%

Column Capital Advisors, LLC

107

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

Sep 30, 23

-3

0.00%

WealthOne, LLC

Sep 30, 23

-1.00K

TIAA, FSB

937.60K

Jun 30, 23

+37.61K

0.80%

VALLEY FINANCIAL MANAGEMENT, INC.

30.00K

Jun 30, 23

+30.00K

0.03%

Lumature Wealth Partners, LLC

12.60K

Jun 30, 23

+645

0.01%

Relaxing Retirement Coach

6.10K

Jun 30, 23

-423

0.01%

Veritable, L.P.

5.33K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

1.05K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

218

Jun 30, 23

0.00%

MCMILLION CAPITAL MANAGEMENT INC

Jun 30, 23

+38

0.00%

Wealth CMT

Jun 30, 23

-26

Kistler-Tiffany Companies, LLC

Jun 30, 23

-10

Fullen Financial Group

25.33K

Mar 31, 23

+3.34K

0.02%

Southern Wealth Management, LLP

10.53K

Mar 31, 23

+45

0.01%

Catalyst Wealth Management, LLC

3.31K

Mar 31, 23

+177

0.00%

HNP Capital LLC

2.53K

Mar 31, 23

-1.22K

0.00%

Domani Wealth, LLC

2.35K

Mar 31, 23

0.00%

Parsec Financial Management, Inc.

1.80K

Mar 31, 23

-17

0.00%

Clear Perspectives Financial Planning, LLC

1.42K

Mar 31, 23

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

712

Mar 31, 23

-715

0.00%

YorkBridge Wealth Partners, LLC

12.27K

Dec 31, 22

+250

0.01%

Robbie L. Kennerson P.A., Inc.

11.67K

Dec 31, 22

+11.67K

0.01%

Burleson & Company, LLC

7.30K

Dec 31, 22

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

6.80K

Dec 31, 22

-40

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

6.47K

Dec 31, 22

+630

0.01%

BOENNING & SCATTERGOOD, INC.

2.78K

Dec 31, 22

+197

0.00%

Personal Capital Advisors Corp

2.69K

Dec 31, 22

+276

0.00%

Laurel Wealth Advisors, Inc.

2.69K

Dec 31, 22

0.00%

REFRAME WEALTH, LLC

1.86K

Dec 31, 22

+1.86K

0.00%

Capital Directions Investment Advisors, LLC

1.86K

Dec 31, 22

+1.86K

0.00%

RESOLUTE FINANCIAL, LLC

1.66K

Dec 31, 22

+1.66K

0.00%

Sargent Bickham Lagudis LLC

487

Dec 31, 22

-24

0.00%

55I, LLC

21.75K

Sep 30, 22

+19.20K

0.02%

American Portfolios Advisors

18.46K

Sep 30, 22

+18.46K

0.02%

MUFG Americas Holdings Corp

14.40K

Sep 30, 22

+907

0.01%

EATON VANCE MANAGEMENT

5.61K

Sep 30, 22

-775

0.00%

Spearhead Capital Advisors, LLC

5.44K

Sep 30, 22

-117.53K

0.00%

Eidelman Virant Capital

4.57K

Sep 30, 22

+10

0.00%

REGENTATLANTIC CAPITAL LLC

2.78K

Sep 30, 22

+1.63K

0.00%

CPWM, LLC

2.50K

Sep 30, 22

+2.50K

0.00%

Bell Rock Capital LLC

1.73K

Sep 30, 22

+1.73K

0.00%

ACG Wealth

1.51K

Sep 30, 22

0.00%

Covington Capital Management

585

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

203

Sep 30, 22

+203

0.00%

RGT Wealth Advisors, LLC

Sep 30, 22

0.00%

Corient Capital Partners, LLC

Sep 30, 22

-6.11K

Private Capital Group, LLC

12.48K

Jun 30, 22

-70.88K

0.01%

B. Riley Wealth Management, Inc.

4.32K

Jun 30, 22

+1.08K

0.00%

Frontier Wealth Management LLC

3.83K

Jun 30, 22

-421

0.00%

Pinnacle Private Wealth, LLC

1.21K

Jun 30, 22

+101

0.00%

BREWIN DOLPHIN LTD

423

Jun 30, 22

0.00%

Cordasco Financial Network

320

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

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

2.87K

Mar 31, 22

-7.71K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.57K

Mar 31, 22

+1.27K

0.00%

Meristem Family Wealth, LLC

2.55K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

781

Mar 31, 22

+475

0.00%

Nauset Wealth Management. LLC

455

Mar 31, 22

+455

0.00%

Freedman Financial Associates, Inc.

265

Mar 31, 22

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

200

Mar 31, 22

0.00%

Holloway Wealth Management, LLC

114

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-3.55K

Biltmore Capital Advisors LLC

31.61K

Dec 31, 21

+2.60K

0.03%

Mosaic Family Wealth, LLC

26.08K

Dec 31, 21

-117

0.02%

Paradigm Financial Advisors, LLC

10.77K

Dec 31, 21

+67

0.01%

Carroll Financial Associates, Inc.

6.99K

Dec 31, 21

-39

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

4.27K

Dec 31, 21

+21

0.00%

FundX Investment Group, LLC

1.27K

Dec 31, 21

+1.27K

0.00%

Asset Planning Services, Ltd.

1.13K

Dec 31, 21

0.00%

Investors Financial Group, LLC

986

Dec 31, 21

+58

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-639

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-2.61K

Homrich & Berg

16.38K

Sep 30, 21

+24

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

14.16K

Sep 30, 21

+1.11K

0.01%

Hochman Cole Investment Advisors, Inc.

7.13K

Sep 30, 21

-210

0.01%

Ameritas Investment Company, LLC

4.63K

Sep 30, 21

+698

0.00%

QCI ASSET MANAGEMENT INC/NY

1.00K

Sep 30, 21

0.00%

BBVA USA

893

Sep 30, 21

0.00%

Sonora Investment Management, LLC

Sep 30, 21

-60

Harborview Advisors, LLC

Sep 30, 21

-5.65K

FormulaFolio Investments, LLC

10.60K

Jun 30, 21

-667

0.01%

BEL AIR INVESTMENT ADVISORS LLC

7.75K

Jun 30, 21

+1.75K

0.01%

Nachman Norwood & Parrott, Inc

4.90K

Jun 30, 21

0.00%

Novak Financial Planning, LLC

4.72K

Jun 30, 21

-52

0.00%

AdvicePeriod, LLC

4.24K

Jun 30, 21

+956

0.00%

Pinnacle Wealth Advisors

3.22K

Jun 30, 21

+3.22K

0.00%

Hoover Financial Advisors, Inc.

944

Jun 30, 21

0.00%

SNOW CAPITAL MANAGEMENT LP

865

Jun 30, 21

+865

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

Jun 30, 21

0.00%

PNC Managed Account Solutions, Inc.

Jun 30, 21

+24

0.00%

Pinnacle Advisory Group, Inc.

5.90K

Mar 31, 21

+5.90K

0.01%

TCF National Bank

3.21K

Mar 31, 21

+609

0.00%

Integer Wealth Advisors Group LLC

985

Mar 31, 21

0.00%

Lighthouse Financial Advisors, Inc.

Mar 31, 21

-12.31K

Paracle Advisors, LLC

Mar 31, 21

-1.10K

SVA Wealth Management, LLC

62.02K

Dec 31, 20

-2.43K

0.05%

Winslow, Evans & Crocker, Inc.

4.13K

Dec 31, 20

+3.31K

0.00%

Paul John Balson

1.84K

Dec 31, 20

0.00%

Reby Advisors, LLC

121

Dec 31, 20

+121

0.00%

First Allied Advisory Services, Inc.

17.17K

Sep 30, 20

-46

0.01%

ETRADE Capital Management LLC

13.51K

Sep 30, 20

-870

0.01%

3D ASSET MANAGEMENT, INC

5.54K

Sep 30, 20

-1.59K

0.00%

Wealthspire Advisors, L.P.

1.36K

Sep 30, 20

-91

0.00%

FCG ADVISORS, LLC

1.25K

Sep 30, 20

-10

0.00%

Independence Advisors, LLC

Sep 30, 20

0.00%

Watson Rebecca

Sep 30, 20

-252

LifePlan Financial Group, Inc

Sep 30, 20

-135

Global Financial Private Capital, Inc

40.96K

Jun 30, 20

+1.90K

0.03%

IBERIABANK CORP

4.09K

Jun 30, 20

+4.09K

0.00%

Starfire Investment Advisers, Inc.

1.97K

Jun 30, 20

0.00%

TRUEWEALTH LLC

Jun 30, 20

0.00%

Noven Financial Group, Inc.

27.32K

Mar 31, 20

+502

0.02%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

Mar 31, 20

-1.43K

BOYS ARNOLD & CO INC

Mar 31, 20

-1.36K

LADENBURG THALMANN FINANCIAL SERVICES INC.

227.62K

Dec 31, 19

-9.33K

0.19%

PHH Investments, Ltd.

54.48K

Dec 31, 19

-777

0.05%

Advisor Group, Inc.

35.64K

Dec 31, 19

+1.11K

0.03%

CAPITAL ONE, NATIONAL ASSOCIATION

9.02K

Dec 31, 19

+9.02K

0.01%

CIBC BANK USA

3.23K

Dec 31, 19

0.00%

Landmark Bank

1.66K

Dec 31, 19

0.00%

Sequoia Wealth Management, LLC

Dec 31, 19

-3.98K

SUNTRUST BANKS INC

357.28K

Sep 30, 19

+153.07K

0.30%

Guidant Wealth Advisors

59.72K

Sep 30, 19

+4.92K

0.05%

BB&T SECURITIES, LLC

39.27K

Sep 30, 19

+1.56K

0.03%

Capital One Investing, Inc.

2.12K

Sep 30, 19

0.00%

WILLIAMS JONES & ASSOCIATES LLC

Jun 30, 19

-1.62K

HL FINANCIAL SERVICES LLC

4.73K

Mar 31, 19

+4.73K

0.00%

NEXT Financial Holdings

2.70K

Mar 31, 19

+2.70K

0.00%

AT Bancorp

2.18K

Mar 31, 19

+2.18K

0.00%

McQueen, Ball & Associates Inc.

6.54K

Dec 31, 18

0.01%

COMERICA SECURITIES INC

6.49K

Dec 31, 18

-46

0.01%

BREMER TRUST NATIONAL ASSOCIATION

Dec 31, 18

+25

0.00%

MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

Dec 31, 18

-3.09K

Vestpro Financial Partners, Inc. dba CPF Texas

1.63K

Sep 30, 18

+669

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

-49

0.00%

Edge Advisors, LLC

1.40K

Jun 30, 18

+689

0.00%

Oak Point Wealth Management

1.98K

Mar 31, 18

-50

0.00%

Allegis Investment Advisors, LLC

1.93K

Mar 31, 18

-2.71K

0.00%

Hefty Wealth Partners

231

Mar 31, 18

-72

0.00%

FNY Partners Fund LP

161

Mar 31, 18

+161

0.00%

MILLIE CAPITAL MANAGEMENT, LLC

6.48K

Dec 31, 17

+41

0.01%

WealthShield, LLC

6.43K

Dec 31, 17

+6.43K

0.01%

IFC Holdings Incorporated/FL

1.97K

Dec 31, 17

-2.08K

0.00%

SII INVESTMENTS INC/WI

1.68K

Dec 31, 17

-2.92K

0.00%

BB&T INVESTMENT SERVICES, INC.

679

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-6.34K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-14.49K

Jacobus Wealth Management, Inc.

1.55K

Sep 30, 17

+170

0.00%

Commonwealth Equity Services, Inc

300.57K

Jun 30, 17

+9.03K

0.26%

WFG Advisors, LP

19.86K

Jun 30, 17

+3.38K

0.02%

Geneva Advisors, LLC

2.83K

Jun 30, 17

0.00%

TIAA CREF TRUST CO FSB/MO

359.09K

Mar 31, 17

+6.61K

0.31%

FIRST FINANCIAL EQUITY CORPORATION

29.58K

Mar 31, 17

+29.58K

0.03%

Integrated Wealth Management

2.05K

Mar 31, 17

0.00%

MSI Financial Services Inc

63.42K

Dec 31, 16

+2.08K

0.05%

Braver Wealth Management, LLC

6.55K

Dec 31, 16

+954

0.01%

Stanford Investment Group, Inc.

1.48K

Dec 31, 16

0.00%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-215

0.00%

VSR Financial Services, Inc.

20.24K

Jun 30, 16

-49.50K

0.02%

Gupta Wealth Management LLC

790

Mar 31, 16

0.00%

IBBOTSON ASSOCIATES INC

61.82K

Dec 31, 15

-54.33K

0.05%

SIMMONS FIRST TRUST CO NA

27.95K

Dec 31, 15

-593

0.02%

CITY NATIONAL BANK

209.31K

Sep 30, 15

-7.55K

0.18%

MANAGED ACCOUNT ADVISORS LLC

107.58K

Jun 30, 15

+15.01K

0.09%

STANCORP INVESTMENT ADVISERS INC

3.91K

Mar 31, 15

+3.83K

0.00%

BAIRD ROBERT W & CO INC /WI/

3.13K

Mar 31, 15

+3.13K

0.00%

BOSTON PRIVATE BANK & TRUST CO

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

6.94K

Dec 31, 14

+4.59K

0.01%

Placemark Investments, Inc.

Dec 31, 14

-17.20K

UBS AG

1.33M

Sep 30, 14

+16.21K

1.13%

COMMUNITY BANK SYSTEM, INC.

775

Sep 30, 14

-62

0.00%

1919 Investment Counsel, LLC

Sep 30, 14

-200

KMS FINANCIAL SERVICES, INC

3.02K

Jun 30, 14

-6.14K

0.00%

Global Index Advisors Inc

207

Jun 30, 14

+207

0.00%

STIFEL NICOLAUS & CO INC \MO\

137.63K

Sep 30, 13

+137.63K

0.12%

CITY NATIONAL ROCHDALE, LLC

126.03K

Dec 31, 12

+26.44K

0.11%

First Allied Securities, Inc.

6.24K

Jun 30, 12

-79

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

6.07K

Dec 31, 10

-35

0.01%