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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-69

Rakuten Investment Management, Inc.

31.01M

Mar 31, 26

+15.51M

5.07%

MORGAN STANLEY

8.80M

Mar 31, 26

+2.16M

1.44%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

8.61M

Mar 31, 26

+508.47K

1.41%

BANK OF AMERICA CORP /DE/

5.37M

Mar 31, 26

+2.20M

0.88%

UBS Group AG

4.67M

Mar 31, 26

+3.12M

0.76%

US BANCORP \DE\

4.55M

Mar 31, 26

+310.72K

0.74%

ENVESTNET ASSET MANAGEMENT INC

4.12M

Mar 31, 26

+2.46M

0.67%

JANE STREET GROUP, LLC

3.60M

Mar 31, 26

+3.00M

0.59%

SCHRODER INVESTMENT MANAGEMENT GROUP

2.98M

Mar 31, 26

-762.44K

0.49%

NORTHERN TRUST CORP

2.49M

Mar 31, 26

-35.89K

0.41%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.31M

Mar 31, 26

+2.06K

0.38%

ROYAL BANK OF CANADA

2.30M

Mar 31, 26

+102.43K

0.38%

BRANDYWINE TRUST CO

2.07M

Mar 31, 26

+64.09K

0.34%

ALLIANCEBERNSTEIN L.P.

1.48M

Mar 31, 26

-228.44K

0.24%

ANGELES WEALTH MANAGEMENT, LLC

1.47M

Mar 31, 26

+43.81K

0.24%

SCS Capital Management LLC

1.23M

Mar 31, 26

+497.64K

0.20%

LPL Financial LLC

1.22M

Mar 31, 26

+76.62K

0.20%

WELLS FARGO & COMPANY/MN

1.20M

Mar 31, 26

-8.71K

0.20%

Quantinno Capital Management LP

1.10M

Mar 31, 26

-3.85K

0.18%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

1.10M

Mar 31, 26

-495.00K

0.18%

BROWN ADVISORY INC

1.03M

Mar 31, 26

+105.09K

0.17%

Global Endowment Management, LP

1.02M

Mar 31, 26

+689.52K

0.17%

Rockefeller Capital Management L.P.

1.00M

Mar 31, 26

-25.14K

0.16%

Vernal Point Advisors, LLC

912.92K

Mar 31, 26

+14.81K

0.15%

NEPC LLC

881.83K

Mar 31, 26

-48.94K

0.14%

BARINGS LLC

866.34K

Mar 31, 26

-18.52K

0.14%

Cetera Investment Advisers

848.10K

Mar 31, 26

+81.02K

0.14%

ARGI Investment Services, LLC

840.00K

Mar 31, 26

-757.00K

0.14%

RAYMOND JAMES FINANCIAL INC

835.70K

Mar 31, 26

-490.87K

0.14%

SBI Securities Co., Ltd.

791.92K

Mar 31, 26

+7.30K

0.13%

Cresset Asset Management, LLC

791.07K

Mar 31, 26

-32.11K

0.13%

UBS ASSET MANAGEMENT AMERICAS INC

775.42K

Mar 31, 26

+409.38K

0.13%

Mariner, LLC

772.79K

Mar 31, 26

+79.71K

0.13%

Madrone Advisors, LLC

751.04K

Mar 31, 26

+55.15K

0.12%

Zhang Financial LLC

723.87K

Mar 31, 26

+6.89K

0.12%

AMERIPRISE FINANCIAL INC

677.82K

Mar 31, 26

-429

0.11%

CI Private Wealth, LLC

655.99K

Mar 31, 26

-35.30K

0.11%

Permanent Capital Management, LP

643.39K

Mar 31, 26

+629.05K

0.11%

Wind River Trust Co

626.80K

Mar 31, 26

-10.53K

0.10%

Cerity Partners LLC

616.83K

Mar 31, 26

+7.11K

0.10%

TIFF ADVISORY SERVICES INC

614.24K

Mar 31, 26

+9.52K

0.10%

HighTower Advisors, LLC

594.70K

Mar 31, 26

+16.69K

0.10%

Sageworth Trust Co

575.26K

Mar 31, 26

-4.97K

0.09%

Allianz Asset Management GmbH

567.13K

Mar 31, 26

+16.16K

0.09%

GOLDMAN SACHS GROUP INC

560.01K

Mar 31, 26

-106.16K

0.09%

Resources Investment Advisors, LLC.

519.20K

Mar 31, 26

-10.11K

0.08%

JONES FINANCIAL COMPANIES LLLP

497.68K

Mar 31, 26

+199.47K

0.08%

JPMORGAN CHASE & CO

496.66K

Mar 31, 26

-12.46K

0.08%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

493.68K

Mar 31, 26

-78.63K

0.08%

Alta Advisers Ltd

490.21K

Mar 31, 26

+76.60K

0.08%

Bleakley Financial Group, LLC

487.49K

Mar 31, 26

-15.69K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

486.72K

Mar 31, 26

+486.72K

0.08%

EVOKE WEALTH, LLC

481.06K

Mar 31, 26

+2.87K

0.08%

Inscription Capital, LLC

465.20K

Mar 31, 26

-31.73K

0.08%

TLT Family Holdco ULC

451.00K

Mar 31, 26

0.07%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

439.74K

Mar 31, 26

-13.07K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

436.56K

Mar 31, 26

-35.97K

0.07%

PRUDENTIAL PLC

435.40K

Mar 31, 26

+291.70K

0.07%

Colony Group, LLC

397.48K

Mar 31, 26

+14.63K

0.06%

Yarbrough Capital, LLC

390.38K

Mar 31, 26

0.06%

BIP Wealth, LLC

379.04K

Mar 31, 26

-25.41K

0.06%

TRUIST FINANCIAL CORP

379.00K

Mar 31, 26

+5.99K

0.06%

Creative Planning

377.05K

Mar 31, 26

+8.26K

0.06%

3EDGE Asset Management, LP

373.33K

Mar 31, 26

+3.27K

0.06%

LAIRD NORTON TRUST COMPANY, LLC

365.96K

Mar 31, 26

+34.17K

0.06%

BRIGHTON JONES LLC

328.70K

Mar 31, 26

+13.50K

0.05%

WJ Interests, LLC

300.76K

Mar 31, 26

+14.68K

0.05%

MML INVESTORS SERVICES, LLC

291.89K

Mar 31, 26

+10.41K

0.05%

Prentice Wealth Management LLC

282.63K

Mar 31, 26

+1.95K

0.05%

UNIVERSITY OF CHICAGO

280.58K

Mar 31, 26

+41.55K

0.05%

Mirae Asset Global Investments Co., Ltd.

277.11K

Mar 31, 26

+59.06K

0.05%

BlackRock, Inc.

274.29K

Mar 31, 26

-167.50K

0.04%

THREADGILL FINANCIAL, LLC

270.71K

Mar 31, 26

+58.70K

0.04%

Vestmark Advisory Solutions, Inc.

245.84K

Mar 31, 26

+244.37K

0.04%

SIMON QUICK ADVISORS, LLC

245.04K

Mar 31, 26

-8.29K

0.04%

ADVISOR GROUP HOLDINGS, INC.

243.79K

Mar 31, 26

-1.17K

0.04%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

242.00K

Mar 31, 26

-129.40K

0.04%

Ethos Financial Group, LLC

239.48K

Mar 31, 26

+24.20K

0.04%

BESSEMER GROUP INC

236.33K

Mar 31, 26

-5.58K

0.04%

Mount Yale Investment Advisors, LLC

232.91K

Mar 31, 26

+231.45K

0.04%

Accredited Investors Inc.

225.31K

Mar 31, 26

+28.21K

0.04%

FSM Wealth Advisors, LLC

222.71K

Mar 31, 26

+20.85K

0.04%

RETIREMENT CAPITAL STRATEGIES

217.94K

Mar 31, 26

+3.58K

0.04%

NewEdge Advisors, LLC

215.43K

Mar 31, 26

+108.27K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

212.30K

Mar 31, 26

+34.26K

0.03%

MATHER GROUP, LLC.

207.17K

Mar 31, 26

+890

0.03%

Proficio Capital Partners LLC

206.15K

Mar 31, 26

+206.15K

0.03%

Mesirow Financial Investment Management, Inc.

205.92K

Mar 31, 26

+14.91K

0.03%

Cambridge Investment Research Advisors, Inc.

203.66K

Mar 31, 26

+14.55K

0.03%

Bank of New York Mellon Corp

201.23K

Mar 31, 26

+26.54K

0.03%

Compass Advisory Group LLC

200.96K

Mar 31, 26

+12.84K

0.03%

GoalFusion Wealth Management, LLC

200.85K

Mar 31, 26

+1.70K

0.03%

Amitell Capital Pte Ltd

197.75K

Mar 31, 26

+100.21K

0.03%

Summit Trail Advisors, LLC

195.90K

Mar 31, 26

+46.82K

0.03%

Fisher Asset Management, LLC

195.07K

Mar 31, 26

+16.81K

0.03%

FIFTH THIRD BANCORP

192.07K

Mar 31, 26

+98.38K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

190.08K

Mar 31, 26

+1.73K

0.03%

Addison Capital Co

185.08K

Mar 31, 26

+122.64K

0.03%

Clearstead Advisors, LLC

178.19K

Mar 31, 26

+7.13K

0.03%

STIFEL FINANCIAL CORP

176.90K

Mar 31, 26

+6.08K

0.03%

Wealth Architects, LLC

169.38K

Mar 31, 26

+3.07K

0.03%

Wealthfront Advisers LLC

166.87K

Mar 31, 26

+32.03K

0.03%

GLENMEDE TRUST CO NA

163.61K

Mar 31, 26

+16.91K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

162.43K

Mar 31, 26

+58.87K

0.03%

Private Advisor Group, LLC

162.11K

Mar 31, 26

+190

0.03%

Wealthspire Advisors, LLC

160.10K

Mar 31, 26

+1.87K

0.03%

Lido Advisors, LLC

158.19K

Mar 31, 26

-15.59K

0.03%

Evelyn Partners Asset Management Ltd

155.89K

Mar 31, 26

-7.18K

0.03%

Intelligent Financial Strategies

155.81K

Mar 31, 26

-9.20K

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

155.03K

Mar 31, 26

-275

0.03%

Bank Julius Baer & Co. Ltd, Zurich

153.72K

Mar 31, 26

-210.68K

0.03%

Weil Company, Inc.

150.66K

Mar 31, 26

-38.17K

0.02%

FMR LLC

148.25K

Mar 31, 26

+40.55K

0.02%

Coyle Financial Counsel LLC

144.69K

Mar 31, 26

+4.28K

0.02%

NATIXIS ADVISORS, L.P.

141.39K

Mar 31, 26

+38.00K

0.02%

St. Louis Trust Co

140.92K

Mar 31, 26

-59

0.02%

Evanson Asset Management, LLC

137.35K

Mar 31, 26

+323

0.02%

Smartleaf Asset Management LLC

134.51K

Mar 31, 26

+14.79K

0.02%

AA Financial Advisors, LLC

130.16K

Mar 31, 26

-40.56K

0.02%

Jasper Ridge Partners, L.P.

129.98K

Mar 31, 26

+30.37K

0.02%

Legal & General Group Plc

128.26K

Mar 31, 26

+312

0.02%

HOGE FINANCIAL SERVICES, LLC

127.05K

Mar 31, 26

-6.57K

0.02%

Stratos Wealth Advisors, LLC

123.63K

Mar 31, 26

+3.34K

0.02%

Systelligence, LLC

119.89K

Mar 31, 26

-20.86K

0.02%

Beacon Pointe Advisors, LLC

117.63K

Mar 31, 26

+15.96K

0.02%

Rathbones Group PLC

116.88K

Mar 31, 26

+17.24K

0.02%

Red Wave Investments LLC

116.59K

Mar 31, 26

-7.02K

0.02%

Gotham Asset Management, LLC

116.20K

Mar 31, 26

+20.21K

0.02%

CONSILIO WEALTH ADVISORS, LLC

116.00K

Mar 31, 26

+10.68K

0.02%

Vanguard National Trust Co

114.95K

Mar 31, 26

+114.95K

0.02%

New England Private Wealth Advisors LLC

114.20K

Mar 31, 26

-660

0.02%

BENJAMIN EDWARDS INC

109.48K

Mar 31, 26

+13.50K

0.02%

M&T BANK CORP

107.53K

Mar 31, 26

-9.38K

0.02%

SummitTX Capital, L.P.

106.32K

Mar 31, 26

+5.41K

0.02%

Three Bridge Wealth Advisors, LLC

105.36K

Mar 31, 26

0.02%

BERNZOTT CAPITAL ADVISORS

105.06K

Mar 31, 26

-49.07K

0.02%

DORVAL Corp

104.83K

Mar 31, 26

-12.98K

0.02%

Robertson Stephens Wealth Management, LLC

103.31K

Mar 31, 26

+16.17K

0.02%

Vontobel Holding Ltd.

102.74K

Mar 31, 26

0.02%

Foster Group, Inc.

102.64K

Mar 31, 26

+445

0.02%

Richard Bernstein Advisors LLC

102.47K

Mar 31, 26

+98.05K

0.02%

HB Wealth Management, LLC

101.45K

Mar 31, 26

+10

0.02%

Long Island Wealth Management, Inc.

99.47K

Mar 31, 26

+16.89K

0.02%

Choate Investment Advisors

98.73K

Mar 31, 26

+9.54K

0.02%

Bridgewater Advisors Inc.

98.44K

Mar 31, 26

+3.97K

0.02%

Marex Group plc

96.80K

Mar 31, 26

+10.90K

0.02%

NewEdge Wealth, LLC

95.91K

Mar 31, 26

+5.91K

0.02%

OXFORD FINANCIAL GROUP LTD

94.23K

Mar 31, 26

-2.04K

0.02%

CHOREO, LLC

94.02K

Mar 31, 26

+4.53K

0.02%

Orcam Financial Group

93.01K

Mar 31, 26

+985

0.02%

Disciplina Capital Management LLC

90.91K

Mar 31, 26

+13

0.01%

BANK OF MONTREAL /CAN/

90.11K

Mar 31, 26

-441.12K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

89.21K

Mar 31, 26

+1.15K

0.01%

Sivia Capital Partners, LLC

88.86K

Mar 31, 26

-10.05K

0.01%

Stonehage Fleming Financial Services Holdings Ltd

88.42K

Mar 31, 26

+6.45K

0.01%

Aspen Grove Capital, LLC

87.03K

Mar 31, 26

+2.70K

0.01%

Lighthouse Investment Partners, LLC

86.83K

Mar 31, 26

0.01%

STEPHENS INC /AR/

86.71K

Mar 31, 26

+27.35K

0.01%

Frisch Financial Group, Inc.

85.27K

Mar 31, 26

-434

0.01%

Prime Buchholz LLC

83.67K

Mar 31, 26

+79.42K

0.01%

Sequoia Financial Advisors, LLC

82.81K

Mar 31, 26

+2.69K

0.01%

Capital Group Private Client Services, Inc.

81.77K

Mar 31, 26

+22.83K

0.01%

Hirtle Callaghan & Co LLC

81.71K

Mar 31, 26

0.01%

WBH ADVISORY INC

80.77K

Mar 31, 26

-2.59K

0.01%

NYL Investors LLC

80.76K

Mar 31, 26

-6.81K

0.01%

McKinley Carter Wealth Services, Inc.

79.83K

Mar 31, 26

-176.83K

0.01%

Pathstone Holdings, LLC

79.24K

Mar 31, 26

+1.97K

0.01%

Squarepoint Ops LLC

79.03K

Mar 31, 26

+64.11K

0.01%

Waverly Advisors, LLC

77.29K

Mar 31, 26

+6.68K

0.01%

Gateway Wealth Partners, LLC

75.90K

Mar 31, 26

+60.11K

0.01%

SELDON CAPITAL LP

75.55K

Mar 31, 26

-137.59K

0.01%

Compass Ion Advisors, LLC

74.63K

Mar 31, 26

-715

0.01%

Empowered Funds, LLC

74.60K

Mar 31, 26

+11.54K

0.01%

OKABENA INVESTMENT SERVICES INC

73.78K

Mar 31, 26

+4.09K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

73.28K

Mar 31, 26

+115

0.01%

Joel Isaacson & Co., LLC

71.38K

Mar 31, 26

+1.57K

0.01%

Seven Post Investment Office LP

70.10K

Mar 31, 26

-397

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

69.88K

Mar 31, 26

-20.50K

0.01%

University of Illinois Foundation

68.35K

Mar 31, 26

+68.35K

0.01%

Sterling Capital Management LLC

67.49K

Mar 31, 26

+67.49K

0.01%

Concurrent Investment Advisors, LLC

66.87K

Mar 31, 26

-55.98K

0.01%

Belpointe Asset Management LLC

65.13K

Mar 31, 26

+1.84K

0.01%

Stratos Wealth Partners, LTD.

65.00K

Mar 31, 26

-259.30K

0.01%

Financial Symmetry Inc

64.80K

Mar 31, 26

-1.54K

0.01%

SYM FINANCIAL Corp

64.64K

Mar 31, 26

+1.91K

0.01%

Secure Asset Management, LLC

64.52K

Mar 31, 26

+4.95K

0.01%

CAPTRUST FINANCIAL ADVISORS

61.96K

Mar 31, 26

+11.06K

0.01%

PDS Planning, Inc

61.88K

Mar 31, 26

+3.83K

0.01%

Waldron Private Wealth LLC

61.22K

Mar 31, 26

+5.71K

0.01%

NISA INVESTMENT ADVISORS, LLC

60.99K

Mar 31, 26

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

60.65K

Mar 31, 26

+2.82K

0.01%

Wealth Management Nebraska

60.27K

Mar 31, 26

-27.37K

0.01%

Goldstone Financial Group, LLC

59.73K

Mar 31, 26

+59.73K

0.01%

Sanctuary Advisors, LLC

59.62K

Mar 31, 26

+2.11K

0.01%

Wedmont Private Capital

59.16K

Mar 31, 26

+12.43K

0.01%

Adviser Investments LLC

57.83K

Mar 31, 26

+4.32K

0.01%

Banco Santander, S.A.

57.24K

Mar 31, 26

+5.24K

0.01%

Apella Capital, LLC

57.23K

Mar 31, 26

+1.69K

0.01%

Heritage Investment Group, Inc.

57.08K

Mar 31, 26

+2.83K

0.01%

Merit Financial Group, LLC

56.50K

Mar 31, 26

+5.83K

0.01%

FIDUCIARY TRUST CO

56.20K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

55.99K

Mar 31, 26

+15.40K

0.01%

Westmount Partners, LLC

55.81K

Mar 31, 26

+1.28K

0.01%

MILLENNIUM MANAGEMENT LLC

55.33K

Mar 31, 26

+55.33K

0.01%

ATLAS CAPITAL ADVISORS LLC

54.96K

Mar 31, 26

+55

0.01%

MYECFO, LLC

54.34K

Mar 31, 26

-957

0.01%

Barry Investment Advisors, LLC

54.18K

Mar 31, 26

-1.91K

0.01%

IEQ CAPITAL, LLC

53.92K

Mar 31, 26

+7.17K

0.01%

Lakewood Asset Management LLC

53.85K

Mar 31, 26

+4.19K

0.01%

Sarasin & Partners LLP

53.81K

Mar 31, 26

-18.09K

0.01%

CULLEN/FROST BANKERS, INC.

53.73K

Mar 31, 26

+3.69K

0.01%

Investments & Financial Planning, LLC

53.41K

Mar 31, 26

-729

0.01%

BBR PARTNERS, LLC

53.41K

Mar 31, 26

+21.50K

0.01%

Farther Finance Advisors, LLC

53.06K

Mar 31, 26

-11.04K

0.01%

CITIGROUP INC

52.05K

Mar 31, 26

-315.00K

0.01%

Integrated Wealth Concepts LLC

51.66K

Mar 31, 26

+7.17K

0.01%

Sovran Advisors, LLC

51.38K

Mar 31, 26

+3.23K

0.01%

Intergy Private Wealth, LLC

51.27K

Mar 31, 26

-130

0.01%

FIFTH THIRD SECURITIES, INC.

51.26K

Mar 31, 26

+1.09K

0.01%

CIBC WORLD MARKET INC.

50.84K

Mar 31, 26

-32.85K

0.01%

Dorsey & Whitney Trust CO LLC

50.30K

Mar 31, 26

0.01%

NWF Advisory Services Inc.

50.25K

Mar 31, 26

-81

0.01%

OLD SECOND NATIONAL BANK OF AURORA

49.75K

Mar 31, 26

-617

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

49.23K

Mar 31, 26

+1.45K

0.01%

Janney Montgomery Scott LLC

49.13K

Mar 31, 26

-984

0.01%

FAS Wealth Partners, Inc.

49.01K

Mar 31, 26

+43.46K

0.01%

Betterment LLC

48.94K

Mar 31, 26

-2.67K

0.01%

Perigon Wealth Management, LLC

48.86K

Mar 31, 26

+2.10K

0.01%

Kestra Advisory Services, LLC

48.78K

Mar 31, 26

+7.51K

0.01%

Valeo Financial Advisors, LLC

47.42K

Mar 31, 26

+507

0.01%

Apollon Wealth Management, LLC

46.81K

Mar 31, 26

-292

0.01%

HARBOUR INVESTMENTS, INC.

45.99K

Mar 31, 26

+27.39K

0.01%

GeoWealth Management, LLC

45.60K

Mar 31, 26

-1.07K

0.01%

Valmark Advisers, Inc.

45.37K

Mar 31, 26

+5.52K

0.01%

Evergreen Wealth Solutions, LLC

45.05K

Mar 31, 26

+45.05K

0.01%

EverSource Wealth Advisors, LLC

45.02K

Mar 31, 26

-750

0.01%

ICONIQ Capital, LLC

44.78K

Mar 31, 26

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

44.14K

Mar 31, 26

0.01%

Schwab Charitable Fund

43.40K

Mar 31, 26

0.01%

Breakwater Investment Management

42.55K

Mar 31, 26

-163

0.01%

Destiny Wealth Partners, LLC

42.30K

Mar 31, 26

-81

0.01%

Ironwood Financial, llc

42.23K

Mar 31, 26

+2.79K

0.01%

Venture Visionary Partners LLC

41.83K

Mar 31, 26

+2.55K

0.01%

Ancora Advisors, LLC

41.78K

Mar 31, 26

+1.82K

0.01%

Steward Partners Investment Advisory, LLC

41.64K

Mar 31, 26

+6.95K

0.01%

Arbor Investment Advisors, LLC

41.61K

Mar 31, 26

-311

0.01%

Envestnet Portfolio Solutions, Inc.

41.56K

Mar 31, 26

-2.12M

0.01%

SECURITY NATIONAL BANK OF SO DAK

41.39K

Mar 31, 26

-9.83K

0.01%

BLAIR WILLIAM & CO/IL

41.19K

Mar 31, 26

+94

0.01%

Kingsview Wealth Management, LLC

41.11K

Mar 31, 26

+1.78K

0.01%

CURA WEALTH ADVISORS, LLC

40.26K

Mar 31, 26

+182

0.01%

Equitable Holdings, Inc.

39.90K

Mar 31, 26

+26.40K

0.01%

SNS Financial Group, LLC

39.64K

Mar 31, 26

-495

0.01%

Evelyn Partners Investment Management Services Ltd

39.60K

Mar 31, 26

-2.70K

0.01%

Arkadios Wealth Advisors

39.30K

Mar 31, 26

+5.86K

0.01%

Caprock Group, LLC

39.26K

Mar 31, 26

-427

0.01%

Northstar Group, Inc.

38.84K

Mar 31, 26

+30

0.01%

PLANNING DIRECTIONS INC

38.58K

Mar 31, 26

-1.39K

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

38.50K

Mar 31, 26

-1.38K

0.01%

FIRST FINANCIAL BANKSHARES INC

37.79K

Mar 31, 26

0.01%

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

37.40K

Mar 31, 26

-298

0.01%

NavPoint Financial, Inc.

37.20K

Mar 31, 26

-1.32K

0.01%

Diversified Trust Co

37.01K

Mar 31, 26

+2.42K

0.01%

MAI Capital Management

36.99K

Mar 31, 26

-3.62K

0.01%

Galilei Investment Office LLP

36.94K

Mar 31, 26

-13.59K

0.01%

Numerai GP LLC

36.44K

Mar 31, 26

+36.44K

0.01%

XY Planning Network, Inc.

35.95K

Mar 31, 26

+8.01K

0.01%

BANK OF NOVA SCOTIA

35.76K

Mar 31, 26

-208.14K

0.01%

Baker Ellis Asset Management LLC

35.63K

Mar 31, 26

0.01%

Parallel Advisors, LLC

34.99K

Mar 31, 26

+210

0.01%

TWO SIGMA SECURITIES, LLC

34.97K

Mar 31, 26

+23.44K

0.01%

CWM, LLC

34.86K

Mar 31, 26

+1.01K

0.01%

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

34.82K

Mar 31, 26

+14.76K

0.01%

HOWARD WEALTH MANAGEMENT, LLC

34.75K

Mar 31, 26

-1.03K

0.01%

Novak & Powell Financial Services, Inc.

34.67K

Mar 31, 26

+63

0.01%

Manchester Capital Management LLC

34.43K

Mar 31, 26

-1.54K

0.01%

Stokes Family Office, LLC

34.20K

Mar 31, 26

-184

0.01%

Snowden Capital Advisors LLC

34.19K

Mar 31, 26

+15.40K

0.01%

Affiance Financial, LLC

33.72K

Mar 31, 26

+540

0.01%

Silver Coast Investments LLC

33.69K

Mar 31, 26

+30.34K

0.01%

Mutual Advisors, LLC

33.04K

Mar 31, 26

+1.94K

0.01%

Greenline Partners, LLC

32.65K

Mar 31, 26

+215

0.01%

EQUITY INVESTMENT CORP

32.36K

Mar 31, 26

+77

0.01%

Mayflower Financial Advisors, LLC

32.35K

Mar 31, 26

+1.06K

0.01%

RITHOLTZ WEALTH MANAGEMENT

32.35K

Mar 31, 26

+2.09K

0.01%

Modera Wealth Management, LLC

32.03K

Mar 31, 26

-405

0.01%

Royal Fund Management, LLC

31.61K

Mar 31, 26

+2.38K

0.01%

Capital International Investors

31.59K

Mar 31, 26

+2.84K

0.01%

Van Cleef Asset Management,Inc

31.47K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

31.46K

Mar 31, 26

-24

0.01%

Endowment Wealth Management, Inc.

31.05K

Mar 31, 26

-430

0.01%

LongView Wealth Management

30.91K

Mar 31, 26

+40

0.01%

MANCHESTER FINANCIAL INC

29.15K

Mar 31, 26

-638

0.00%

Empire Life Investments Inc.

28.80K

Mar 31, 26

+9.03K

0.00%

Allworth Financial LP

28.64K

Mar 31, 26

+21.77K

0.00%

SilverOak Wealth Management LLC

28.48K

Mar 31, 26

+1.21K

0.00%

Salomon & Ludwin, LLC

28.26K

Mar 31, 26

-1.19K

0.00%

River Street Advisors LLC

28.12K

Mar 31, 26

+785

0.00%

CHILTON INVESTMENT CO INC.

28.05K

Mar 31, 26

+22.55K

0.00%

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

27.80K

Mar 31, 26

0.00%

UMB Bank, n.a.

27.31K

Mar 31, 26

0.00%

Greenspring Advisors, LLC

26.69K

Mar 31, 26

+1.60K

0.00%

SCOTIA CAPITAL INC.

26.66K

Mar 31, 26

-10.79K

0.00%

Ridgewood Investments LLC

26.52K

Mar 31, 26

+26.52K

0.00%

Neumann Capital Management, LLC

26.46K

Mar 31, 26

-1.53K

0.00%

First Pacific Advisors, LP

26.39K

Mar 31, 26

+6.65K

0.00%

SEAMOUNT FINANCIAL GROUP INC

26.19K

Mar 31, 26

-198

0.00%

Boxwood Ventures, Inc.

26.19K

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

26.06K

Mar 31, 26

+5.98K

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

25.95K

Mar 31, 26

+35

0.00%

Windsor Advisory Group, LLC

25.83K

Mar 31, 26

+722

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

25.77K

Mar 31, 26

-98

0.00%

Blueprint Financial Advisors LLC

25.76K

Mar 31, 26

+1.73K

0.00%

Blueprint Investment Partners LLC

25.76K

Mar 31, 26

+1.73K

0.00%

London & Capital Asset Management Ltd

25.57K

Mar 31, 26

-2.90K

0.00%

Wealthcare Advisory Partners LLC

25.19K

Mar 31, 26

+286

0.00%

Tanager Wealth Management LLP

24.92K

Mar 31, 26

+82

0.00%

FIDUCIENT ADVISORS LLC

24.63K

Mar 31, 26

+931

0.00%

Ameliora Wealth Management Ltd.

24.57K

Mar 31, 26

-4.38K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

24.49K

Mar 31, 26

+2.91K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

24.46K

Mar 31, 26

+121

0.00%

Allie Family Office LLC

24.30K

Mar 31, 26

-62

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

24.26K

Mar 31, 26

-1.49K

0.00%

Fortis Group Advisors, LLC

23.76K

Mar 31, 26

+13.31K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.67K

Mar 31, 26

+23.67K

0.00%

Catalytic Wealth RIA, LLC

23.57K

Mar 31, 26

+1.29K

0.00%

Wilson & Boucher Capital Management, LLC

23.33K

Mar 31, 26

+1.72K

0.00%

Aspiring Ventures, LLC

23.32K

Mar 31, 26

-125

0.00%

South Shore Capital Advisors

23.30K

Mar 31, 26

0.00%

SIGNATUREFD, LLC

22.97K

Mar 31, 26

-17.88K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

22.95K

Mar 31, 26

+22.95K

0.00%

EP Wealth Advisors, LLC

22.59K

Mar 31, 26

-7.17K

0.00%

RMB Capital Management, LLC

22.33K

Mar 31, 26

-108

0.00%

Asset Management Group, Inc.

22.09K

Mar 31, 26

+9.37K

0.00%

Atria Investments, Inc

22.09K

Mar 31, 26

+7.97K

0.00%

Strategic Family Wealth Counselors, L.L.C.

21.58K

Mar 31, 26

+1.56K

0.00%

BSW Wealth Partners

21.53K

Mar 31, 26

+1.38K

0.00%

Coston, McIsaac & Partners

21.52K

Mar 31, 26

-484

0.00%

Bangor Savings Bank

21.50K

Mar 31, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

21.41K

Mar 31, 26

-4.42K

0.00%

FRANKLIN RESOURCES INC

21.21K

Mar 31, 26

-7

0.00%

Midwestern Financial, LLC /IA

20.74K

Mar 31, 26

+24

0.00%

Banco BTG Pactual S.A.

20.63K

Mar 31, 26

+20.63K

0.00%

VestGen Advisors, LLC

20.60K

Mar 31, 26

+691

0.00%

Pensionmark Financial Group, LLC

20.57K

Mar 31, 26

+16.34K

0.00%

Hartmann Taylor Wealth Management, LLC

20.50K

Mar 31, 26

-50

0.00%

CUTLER INVESTMENT COUNSEL LLC

20.13K

Mar 31, 26

+863

0.00%

Symmetry Partners, LLC

20.12K

Mar 31, 26

-403

0.00%

INNEALTA CAPITAL, LLC

19.88K

Mar 31, 26

+3.48K

0.00%

AlphaCore Capital LLC

19.82K

Mar 31, 26

-2.29K

0.00%

Pictet North America Advisors SA

19.80K

Mar 31, 26

-1.66K

0.00%

BAILARD, INC.

19.36K

Mar 31, 26

-55

0.00%

Strategic Blueprint, LLC

19.26K

Mar 31, 26

+3.17K

0.00%

Sowell Financial Services LLC

19.09K

Mar 31, 26

+597

0.00%

Gladstone Institutional Advisory LLC

18.98K

Mar 31, 26

+1.95K

0.00%

Creekside Partners

18.84K

Mar 31, 26

+2.07K

0.00%

Murphy & Mullick Capital Management Corp

18.68K

Mar 31, 26

+5.54K

0.00%

BANK HAPOALIM BM

18.58K

Mar 31, 26

-10.87K

0.00%

West Family Investments, Inc.

18.57K

Mar 31, 26

0.00%

Buckingham Strategic Partners

18.52K

Mar 31, 26

-2.04K

0.00%

Well Done, LLC

18.45K

Mar 31, 26

+12.60K

0.00%

Whipplewood Advisors, LLC

18.24K

Mar 31, 26

-6.35K

0.00%

Freestone Capital Holdings, LLC

18.04K

Mar 31, 26

-589

0.00%

HT Partners LLC

17.90K

Mar 31, 26

-211

0.00%

Annis Gardner Whiting Capital Advisors, LLC

17.80K

Mar 31, 26

+891

0.00%

Investment Planning Advisors, Inc.

17.54K

Mar 31, 26

+329

0.00%

Portside Wealth Group, LLC

17.46K

Mar 31, 26

+4.22K

0.00%

Fort Point Capital Partners LLC

17.29K

Mar 31, 26

-546

0.00%

DAYMARK WEALTH PARTNERS, LLC

17.21K

Mar 31, 26

+22

0.00%

Neuberger Berman Group LLC

17.20K

Mar 31, 26

+267

0.00%

WEDBUSH SECURITIES INC

17.09K

Mar 31, 26

+979

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

17.00K

Mar 31, 26

0.00%

Chicago Partners Investment Group LLC

16.90K

Mar 31, 26

+713

0.00%

CX Institutional

16.83K

Mar 31, 26

-196

0.00%

CFS Investment Advisory Services, LLC

16.76K

Mar 31, 26

+634

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

16.56K

Mar 31, 26

0.00%

HRC WEALTH MANAGEMENT, LLC

16.43K

Mar 31, 26

+140

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

16.41K

Mar 31, 26

+7.17K

0.00%

Astoria Strategic Wealth, Inc.

16.31K

Mar 31, 26

+254

0.00%

FIRST CITIZENS BANK & TRUST CO

16.30K

Mar 31, 26

-6

0.00%

Verus Financial Partners, Inc.

16.27K

Mar 31, 26

-5

0.00%

D.A. DAVIDSON & CO.

16.27K

Mar 31, 26

+826

0.00%

PRESILIUM PRIVATE WEALTH, LLC

16.25K

Mar 31, 26

-68

0.00%

Union Bancaire Privee, UBP SA

16.20K

Mar 31, 26

0.00%

EWA, LLC

16.16K

Mar 31, 26

-337

0.00%

CBM Financial, LLC

16.07K

Mar 31, 26

+886

0.00%

HTG Investment Advisors, Inc.

16.01K

Mar 31, 26

-316

0.00%

Savant Capital, LLC

15.90K

Mar 31, 26

+1.82K

0.00%

Strategic Investment Solutions, Inc. /IL

15.63K

Mar 31, 26

+40

0.00%

Ashford Advisors, LLC

15.58K

Mar 31, 26

+15.58K

0.00%

Federation des caisses Desjardins du Quebec

15.57K

Mar 31, 26

-265

0.00%

180 WEALTH ADVISORS, LLC

15.45K

Mar 31, 26

-58

0.00%

Spire Wealth Management

15.42K

Mar 31, 26

+341

0.00%

Cartesian Growth Corp

15.26K

Mar 31, 26

+247

0.00%

SC&H Financial Advisors, Inc.

15.22K

Mar 31, 26

-264

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

15.19K

Mar 31, 26

+1.71K

0.00%

OPPENHEIMER & CO INC

14.83K

Mar 31, 26

+2.21K

0.00%

DV Trading LLC

14.74K

Mar 31, 26

+11.54K

0.00%

Cornerstone Financial Group, LLC /NE/

14.72K

Mar 31, 26

+340

0.00%

RENAISSANCE TECHNOLOGIES LLC

14.50K

Mar 31, 26

+14.50K

0.00%

TD Waterhouse Canada Inc.

14.44K

Mar 31, 26

+7.93K

0.00%

LEVIN CAPITAL STRATEGIES, L.P.

14.35K

Mar 31, 26

0.00%

Evercore Wealth Management, LLC

14.33K

Mar 31, 26

+1.78K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

14.33K

Mar 31, 26

+4.42K

0.00%

Vise Technologies, Inc.

14.26K

Mar 31, 26

0.00%

Redmond Asset Management, LLC

14.00K

Mar 31, 26

+501

0.00%

Fingerlakes Wealth Management, Inc.

13.94K

Mar 31, 26

-52

0.00%

Silver Oak Advisory Group, Inc.

13.88K

Mar 31, 26

+90

0.00%

VANGUARD ADVISERS INC

13.82K

Mar 31, 26

+13.82K

0.00%

Copia Wealth Management

13.74K

Mar 31, 26

+9.85K

0.00%

Focus Financial Network, Inc.

13.68K

Mar 31, 26

+1.34K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

13.62K

Mar 31, 26

+556

0.00%

Trilogy Capital Inc.

13.26K

Mar 31, 26

+914

0.00%

REGIONS FINANCIAL CORP

13.22K

Mar 31, 26

+1.35K

0.00%

WADDELL & ASSOCIATES, LLC

13.18K

Mar 31, 26

0.00%

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

13.15K

Mar 31, 26

+230

0.00%

Alliance Wealth Advisors, LLC /UT

12.92K

Mar 31, 26

-3.83K

0.00%

MAYPORT, LLC

12.92K

Mar 31, 26

+511

0.00%

Attessa Capital LLC

12.91K

Mar 31, 26

+6.30K

0.00%

Texas Yale Capital Corp.

12.83K

Mar 31, 26

0.00%

Abacus Planning Group, Inc.

12.78K

Mar 31, 26

+69

0.00%

Toroso Investments, LLC

12.65K

Mar 31, 26

+2.89K

0.00%

Stonebridge Financial Group, LLC

12.50K

Mar 31, 26

0.00%

Americana Partners, LLC

12.45K

Mar 31, 26

-315

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

12.30K

Mar 31, 26

+1.30K

0.00%

LBMC INVESTMENT ADVISORS, LLC

12.16K

Mar 31, 26

+104

0.00%

Montis Financial, LLC

12.14K

Mar 31, 26

-65

0.00%

Family Management Corp

12.12K

Mar 31, 26

+3.12K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

12.07K

Mar 31, 26

+905

0.00%

HSBC HOLDINGS PLC

12.03K

Mar 31, 26

+12.03K

0.00%

ASSETMARK, INC

12.00K

Mar 31, 26

+80

0.00%

Five Pine Wealth Management

11.94K

Mar 31, 26

+4.41K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

11.94K

Mar 31, 26

+6.45K

0.00%

M Holdings Securities, Inc.

11.84K

Mar 31, 26

+49

0.00%

Midwest Trust Co

11.73K

Mar 31, 26

+1.68K

0.00%

HFM Investment Advisors, LLC

11.63K

Mar 31, 26

-415

0.00%

Triangle Securities Wealth Management

11.48K

Mar 31, 26

-332

0.00%

CERTIOR FINANCIAL GROUP, LLC

11.41K

Mar 31, 26

+445

0.00%

Charter Oak Capital Management, LLC

11.36K

Mar 31, 26

+389

0.00%

CANTOR FITZGERALD, L. P.

11.31K

Mar 31, 26

+11.31K

0.00%

Ferguson Shapiro LLC

11.27K

Mar 31, 26

+11.27K

0.00%

MGO ONE SEVEN LLC

11.23K

Mar 31, 26

+383

0.00%

Successful Portfolios LLC

11.09K

Mar 31, 26

-228

0.00%

Balentine LLC

11.03K

Mar 31, 26

+68

0.00%

Graves Light Lenhart Wealth, Inc.

11.02K

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

11.00K

Mar 31, 26

+2.50K

0.00%

Rockingstone Advisors LLC

10.96K

Mar 31, 26

-80

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

10.94K

Mar 31, 26

-166

0.00%

Vivaldi Capital Management LP

10.94K

Mar 31, 26

+37

0.00%

SAX WEALTH ADVISORS, LLC

10.73K

Mar 31, 26

0.00%

CGN Advisors LLC

10.63K

Mar 31, 26

0.00%

Schrum Private Wealth Management LLC

10.59K

Mar 31, 26

+373

0.00%

Manuka Financial, LLC

10.54K

Mar 31, 26

+286

0.00%

New Capital Management LP

10.52K

Mar 31, 26

+72

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

10.51K

Mar 31, 26

0.00%

MidAtlantic Capital Management, Inc.

10.49K

Mar 31, 26

-10

0.00%

Trellis Wealth Advisors LLC

10.43K

Mar 31, 26

+55

0.00%

Fortis Capital Advisors, LLC

10.40K

Mar 31, 26

-172

0.00%

Savvy Advisors, Inc.

10.39K

Mar 31, 26

+5.50K

0.00%

Sage Investment Counsel LLC

10.26K

Mar 31, 26

-108

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

10.21K

Mar 31, 26

+2.36K

0.00%

Towneley Capital Management, Inc / DE

10.16K

Mar 31, 26

+10.16K

0.00%

GenTrust, LLC

10.16K

Mar 31, 26

0.00%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

10.14K

Mar 31, 26

+7.95K

0.00%

NICOLET BANKSHARES INC

10.14K

Mar 31, 26

+10.14K

0.00%

JFS WEALTH ADVISORS, LLC

10.11K

Mar 31, 26

+174

0.00%

Tudor Financial Inc.

10.07K

Mar 31, 26

0.00%

F&V Capital Management, LLC

10.05K

Mar 31, 26

+3.56K

0.00%

RBF Capital, LLC

10.00K

Mar 31, 26

0.00%

ARIEL INVESTMENTS, LLC

9.96K

Mar 31, 26

+9.96K

0.00%

Efficient Advisors, LLC

9.91K

Mar 31, 26

-5.79K

0.00%

Tortoise Investment Management, LLC

9.82K

Mar 31, 26

+14

0.00%

Leo Wealth, LLC

9.82K

Mar 31, 26

+197

0.00%

IHT Wealth Management, LLC

9.76K

Mar 31, 26

-662

0.00%

Krilogy Financial LLC

9.65K

Mar 31, 26

0.00%

Hubbell Strickland Wealth Management, LLC

9.64K

Mar 31, 26

+20

0.00%

Drystone LLC

9.61K

Mar 31, 26

+117

0.00%

Kathmere Capital Management, LLC

9.50K

Mar 31, 26

+322

0.00%

HighPoint Advisor Group LLC

9.48K

Mar 31, 26

+394

0.00%

FF Advisors,LLC

9.47K

Mar 31, 26

0.00%

Latitude Advisors, LLC

9.36K

Mar 31, 26

+2.85K

0.00%

Brickley Wealth Management

9.27K

Mar 31, 26

+554

0.00%

Principle Wealth Partners LLC

9.27K

Mar 31, 26

+218

0.00%

Roundview Capital LLC

9.22K

Mar 31, 26

+795

0.00%

Lantern Wealth Advisors, LLC

9.18K

Mar 31, 26

+3.76K

0.00%

MISSION WEALTH MANAGEMENT, LP

9.16K

Mar 31, 26

+119

0.00%

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

9.12K

Mar 31, 26

+394

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

9.09K

Mar 31, 26

-25

0.00%

ROTHSCHILD INVESTMENT LLC

9.08K

Mar 31, 26

0.00%

Sellwood Consulting LLC

9.06K

Mar 31, 26

0.00%

Windward Private Wealth Management Inc.

9.05K

Mar 31, 26

+68

0.00%

BRANDES INVESTMENT PARTNERS, LP

9.04K

Mar 31, 26

-4.63K

0.00%

Compass Financial Group, INC/SD

9.01K

Mar 31, 26

-108

0.00%

Pine Harbor Wealth Management, LLC

9.00K

Mar 31, 26

+127

0.00%

Mosaic Advisors LLC

8.95K

Mar 31, 26

+7.14K

0.00%

Atomi Financial Group, Inc.

8.88K

Mar 31, 26

+56

0.00%

Independent Advisor Alliance

8.87K

Mar 31, 26

+8.87K

0.00%

JENNISON ASSOCIATES LLC

8.80K

Mar 31, 26

-39.48K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

8.78K

Mar 31, 26

+708

0.00%

RFG Advisory, LLC

8.76K

Mar 31, 26

-993

0.00%

CARDIFF PARK ADVISORS, LLC

8.75K

Mar 31, 26

+361

0.00%

Keel Point, LLC

8.72K

Mar 31, 26

-2.48K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

8.60K

Mar 31, 26

+47

0.00%

Versant Capital Management, Inc

8.54K

Mar 31, 26

0.00%

Arlington Trust Co LLC

8.54K

Mar 31, 26

0.00%

Trevian Wealth Management LLC

8.53K

Mar 31, 26

0.00%

Kendall Capital Management

8.46K

Mar 31, 26

-220

0.00%

Johnson & White Wealth Management, LLC

8.39K

Mar 31, 26

+96

0.00%

Unison Advisors LLC

8.32K

Mar 31, 26

+59

0.00%

Capstone Financial Advisors, Inc.

8.31K

Mar 31, 26

+8.31K

0.00%

PENNINGTON PARTNERS & CO., LLC

8.25K

Mar 31, 26

+4.13K

0.00%

Advyzon Investment Management, LLC

8.19K

Mar 31, 26

+2.44K

0.00%

QUADRANT CAPITAL GROUP LLC

8.18K

Mar 31, 26

+1.98K

0.00%

Brand Asset Management Group, Inc.

8.17K

Mar 31, 26

-1.98K

0.00%

TBH Global Asset Management, LLC

8.10K

Mar 31, 26

-123

0.00%

Sonoma Private Wealth LLC

8.03K

Mar 31, 26

+471

0.00%

Advisor OS, LLC

7.96K

Mar 31, 26

+7.96K

0.00%

Argent Trust Co

7.95K

Mar 31, 26

+26

0.00%

Ackerman Capital Advisors, LLC

7.92K

Mar 31, 26

-140

0.00%

CATALYST FINANCIAL PARTNERS LLC

7.92K

Mar 31, 26

0.00%

Aspen Capital Management, LLC

7.91K

Mar 31, 26

-54

0.00%

VISTA CAPITAL PARTNERS, INC.

7.89K

Mar 31, 26

+798

0.00%

Archford Capital Strategies, LLC

7.87K

Mar 31, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

7.85K

Mar 31, 26

+118

0.00%

Nicholas Hoffman & Company, LLC.

7.79K

Mar 31, 26

+47

0.00%

One Capital Management, LLC

7.76K

Mar 31, 26

-41

0.00%

TD ASSET MANAGEMENT INC

7.74K

Mar 31, 26

+75

0.00%

PRINCIPAL SECURITIES, INC.

7.71K

Mar 31, 26

+946

0.00%

WESTBOURNE INVESTMENTS, INC.

7.67K

Mar 31, 26

+15

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

7.64K

Mar 31, 26

+14

0.00%

New England Professional Planning Group Inc.

7.57K

Mar 31, 26

0.00%

Essex Financial Services, Inc.

7.55K

Mar 31, 26

+156

0.00%

Dodds Wealth, LLC

7.55K

Mar 31, 26

-36

0.00%

GEN Financial Management, INC.

7.53K

Mar 31, 26

+26

0.00%

Brightwater Advisory LLC

7.53K

Mar 31, 26

-30

0.00%

VIEWPOINT INVESTMENT PARTNERS CORP

7.50K

Mar 31, 26

0.00%

JTC Employer Solutions Trustee Ltd

7.50K

Mar 31, 26

0.00%

Dunhill Financial, LLC

7.50K

Mar 31, 26

-42

0.00%

Sierra Capital LLC

7.48K

Mar 31, 26

+18

0.00%

Strait & Sound Wealth Management LLC

7.45K

Mar 31, 26

0.00%

Rehmann Capital Advisory Group

7.42K

Mar 31, 26

-19

0.00%

STRATEGY ASSET MANAGERS LLC

7.35K

Mar 31, 26

+196

0.00%

Baker Avenue Asset Management, LP

7.29K

Mar 31, 26

-148

0.00%

First PREMIER Bank

7.27K

Mar 31, 26

0.00%

Newton One Investments LLC

7.26K

Mar 31, 26

-1.18K

0.00%

Financial Engines Advisors L.L.C.

7.21K

Mar 31, 26

-437

0.00%

BKA Wealth Consulting, Inc.

7.19K

Mar 31, 26

-388

0.00%

SWP FINANCIAL LLC

7.16K

Mar 31, 26

-146

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

7.13K

Mar 31, 26

0.00%

Elite Financial, Inc.

7.12K

Mar 31, 26

0.00%

Warren Street Wealth Advisors, LLC

7.12K

Mar 31, 26

-32

0.00%

BURKETT FINANCIAL SERVICES, LLC

7.09K

Mar 31, 26

+1.13K

0.00%

Y.D. More Investments Ltd

7.08K

Mar 31, 26

0.00%

XTX Topco Ltd

7.07K

Mar 31, 26

+2.47K

0.00%

MEANS INVESTMENT CO., INC.

7.05K

Mar 31, 26

-32

0.00%

Discipline Wealth Solutions, LLC

6.99K

Mar 31, 26

+6.99K

0.00%

Austin Wealth Management, LLC

6.90K

Mar 31, 26

-1.93K

0.00%

Summit Financial, LLC

6.89K

Mar 31, 26

+1.87K

0.00%

Prospera Financial Services Inc

6.88K

Mar 31, 26

+4.24K

0.00%

FC Advisory LLC

6.82K

Mar 31, 26

-45

0.00%

CAPITAL CITY TRUST CO/FL

6.82K

Mar 31, 26

+6.82K

0.00%

Kovack Advisors, Inc.

6.79K

Mar 31, 26

+1.48K

0.00%

Financial Perspectives, Inc

6.69K

Mar 31, 26

+774

0.00%

FIRST INTERSTATE BANK

6.65K

Mar 31, 26

0.00%

POLEN CAPITAL MANAGEMENT LLC

6.60K

Mar 31, 26

-26.99K

0.00%

Fiera Capital Corp

6.53K

Mar 31, 26

+405

0.00%

BARLOW WEALTH PARTNERS, INC.

6.53K

Mar 31, 26

0.00%

Ballentine Partners, LLC

6.47K

Mar 31, 26

+112

0.00%

ADE, LLC

6.44K

Mar 31, 26

+177

0.00%

Sharkey, Howes & Javer

6.40K

Mar 31, 26

-2.17K

0.00%

Fiduciary Group LLC

6.39K

Mar 31, 26

+3.70K

0.00%

Procyon Advisors, LLC

6.35K

Mar 31, 26

+369

0.00%

WESBANCO BANK INC

6.34K

Mar 31, 26

+431

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.30K

Mar 31, 26

0.00%

Sage Mountain Advisors LLC

6.30K

Mar 31, 26

+15

0.00%

Wakefield Asset Management LLLP

6.30K

Mar 31, 26

0.00%

Triumph Capital Management

6.27K

Mar 31, 26

+5.18K

0.00%

Sumitomo Mitsui DS Asset Management Company, Ltd

6.25K

Mar 31, 26

+2.23K

0.00%

Vested Financial Planning, LLC

6.23K

Mar 31, 26

+81

0.00%

Verdence Capital Advisors LLC

6.22K

Mar 31, 26

-14

0.00%

Birch Hill Investment Advisors LLC

6.20K

Mar 31, 26

+6.20K

0.00%

AMG National Trust Bank

6.20K

Mar 31, 26

+1.04K

0.00%

BROWN BROTHERS HARRIMAN & CO

6.20K

Mar 31, 26

-1.28K

0.00%

Ronald Blue Trust, Inc.

6.19K

Mar 31, 26

-285

0.00%

Clear Street Group Inc.

6.19K

Mar 31, 26

+6.19K

0.00%

Chesley Taft & Associates LLC

6.16K

Mar 31, 26

+709

0.00%

SMITH, MOORE & CO.

6.04K

Mar 31, 26

-310

0.00%

BFI Infinity Ltd.

5.98K

Mar 31, 26

-1.66K

0.00%

Fermata Advisors, LLC

5.97K

Mar 31, 26

-56

0.00%

Turtle Creek Wealth Advisors, LLC

5.96K

Mar 31, 26

-329

0.00%

Checchi Capital Advisers, LLC

5.95K

Mar 31, 26

+265

0.00%

Lumbard & Kellner, LLC

5.91K

Mar 31, 26

0.00%

Mustard Seed Financial, LLC

5.90K

Mar 31, 26

+15

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

5.83K

Mar 31, 26

0.00%

Roble, Belko & Company, Inc

5.66K

Mar 31, 26

-31

0.00%

Weaver Consulting Group

5.62K

Mar 31, 26

0.00%

ASPIRIANT, LLC

5.60K

Mar 31, 26

+472

0.00%

Plancorp, LLC

5.60K

Mar 31, 26

+12

0.00%

NATIONAL BANK OF CANADA /FI/

5.55K

Mar 31, 26

-639.72K

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

5.54K

Mar 31, 26

+2.13K

0.00%

Ashton Thomas Private Wealth, LLC

5.52K

Mar 31, 26

-304

0.00%

CFO4Life Group, LLC

5.46K

Mar 31, 26

+2.12K

0.00%

TITLEIST ASSET MANAGEMENT, LLC

5.46K

Mar 31, 26

+624

0.00%

Retirement Planning Group

5.41K

Mar 31, 26

+2.16K

0.00%

Advisory Services Network, LLC

5.39K

Mar 31, 26

+87

0.00%

StoneX Group Inc.

5.31K

Mar 31, 26

+1.61K

0.00%

CLG LLC

5.30K

Mar 31, 26

+557

0.00%

Christensen, King & Associates Investment Services, Inc.

5.30K

Mar 31, 26

+340

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

5.25K

Mar 31, 26

+11

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

5.24K

Mar 31, 26

+3.68K

0.00%

PFG Advisors

5.20K

Mar 31, 26

-2.71K

0.00%

Modern Wealth Management, LLC

5.20K

Mar 31, 26

-1.07K

0.00%

Five Oceans Advisors

5.19K

Mar 31, 26

+29

0.00%

Rakuten Securities, Inc.

5.13K

Mar 31, 26

+1.69K

0.00%

Verum Partners LLC

5.12K

Mar 31, 26

+420

0.00%

American Money Management, LLC

5.11K

Mar 31, 26

0.00%

TrueWealth Financial Partners

5.05K

Mar 31, 26

+5.05K

0.00%

AE Wealth Management LLC

5.03K

Mar 31, 26

-1.41K

0.00%

TCI Wealth Advisors, Inc.

5.02K

Mar 31, 26

+268

0.00%

IFP Advisors, Inc

5.02K

Mar 31, 26

+1.40K

0.00%

Pine Valley Investments Ltd Liability Co

5.01K

Mar 31, 26

+5.01K

0.00%

VERUS CAPITAL PARTNERS, LLC

4.99K

Mar 31, 26

-1.44K

0.00%

JMG Financial Group, Ltd.

4.98K

Mar 31, 26

+59

0.00%

Boston Trust Walden Corp

4.92K

Mar 31, 26

0.00%

Foundations Investment Advisors, LLC

4.91K

Mar 31, 26

+1.43K

0.00%

VISTA INVESTMENT MANAGEMENT

4.86K

Mar 31, 26

+92

0.00%

Wallace Advisory Group, LLC

4.86K

Mar 31, 26

-62

0.00%

TCG Advisory Services, LLC

4.85K

Mar 31, 26

+2.03K

0.00%

Cooper Financial Group

4.83K

Mar 31, 26

0.00%

BCR Wealth Strategies, LLC

4.83K

Mar 31, 26

+617

0.00%

Monument Capital Management

4.79K

Mar 31, 26

+335

0.00%

Fragasso Group Inc.

4.78K

Mar 31, 26

+656

0.00%

GREENLEAF TRUST

4.77K

Mar 31, 26

+398

0.00%

Indiana Trust & Investment Management CO

4.72K

Mar 31, 26

0.00%

Mayfair Advisory Group, LLC

4.72K

Mar 31, 26

+125

0.00%

Riverwater Partners LLC

4.71K

Mar 31, 26

0.00%

Blackston Financial Advisory Group, LLC

4.69K

Mar 31, 26

-140

0.00%

Pinnacle Wealth Planning Services, Inc.

4.68K

Mar 31, 26

-312

0.00%

Symphony Financial, Ltd. Co.

4.68K

Mar 31, 26

0.00%

Visionary Wealth Advisors

4.66K

Mar 31, 26

+707

0.00%

PROFFITT & GOODSON INC

4.65K

Mar 31, 26

-40

0.00%

Avidian Wealth Solutions, LLC

4.61K

Mar 31, 26

0.00%

Triad Wealth Partners, LLC

4.53K

Mar 31, 26

-2

0.00%

Greenwich Wealth Management LLC

4.53K

Mar 31, 26

+240

0.00%

Paragon Capital Management Ltd

4.52K

Mar 31, 26

+4.52K

0.00%

TCTC Holdings, LLC

4.50K

Mar 31, 26

-47

0.00%

TD PRIVATE CLIENT WEALTH LLC

4.49K

Mar 31, 26

-546

0.00%

Unconventional Investor, LLC

4.46K

Mar 31, 26

+384

0.00%

FIRST MANHATTAN CO. LLC.

4.45K

Mar 31, 26

-239

0.00%

Simplicity Wealth,LLC

4.45K

Mar 31, 26

+266

0.00%

HUNTINGTON NATIONAL BANK

4.39K

Mar 31, 26

-359

0.00%

AGF MANAGEMENT LTD

4.37K

Mar 31, 26

-340

0.00%

Synergy Financial Group, LTD

4.37K

Mar 31, 26

+1.85K

0.00%

Western Wealth Management, LLC

4.35K

Mar 31, 26

+1.71K

0.00%

PRIVATE TRUST CO NA

4.33K

Mar 31, 26

+641

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

4.32K

Mar 31, 26

+40

0.00%

Port Capital LLC

4.32K

Mar 31, 26

0.00%

Elmwood Wealth Management, Inc.

4.28K

Mar 31, 26

+384

0.00%

Hudock, Inc.

4.27K

Mar 31, 26

-22

0.00%

Clear Harbor Asset Management, LLC

4.27K

Mar 31, 26

0.00%

McGinn Penninger Investment Management, Inc.

4.26K

Mar 31, 26

0.00%

GARRISON POINT ADVISORS, LLC

4.25K

Mar 31, 26

+50

0.00%

Providence Capital Advisors, LLC

4.25K

Mar 31, 26

+872

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

4.21K

Mar 31, 26

-146

0.00%

Resolute Advisors LLC

4.19K

Mar 31, 26

+649

0.00%

Curbstone Financial Management Corp

4.18K

Mar 31, 26

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

4.17K

Mar 31, 26

+10

0.00%

LGL PARTNERS, LLC

4.17K

Mar 31, 26

+10

0.00%

Flower City Capital

4.15K

Mar 31, 26

+179

0.00%

Thrive Wealth Management, LLC

4.14K

Mar 31, 26

+1.67K

0.00%

Olistico Wealth, LLC

4.13K

Mar 31, 26

0.00%

Brookstone Capital Management

4.11K

Mar 31, 26

+813

0.00%

Soltis Investment Advisors LLC

4.11K

Mar 31, 26

+1.14K

0.00%

Dynamic Advisor Solutions LLC

4.11K

Mar 31, 26

+237

0.00%

Fi3 FINANCIAL ADVISORS, LLC

4.07K

Mar 31, 26

+705

0.00%

Lincoln Capital LLC

4.05K

Mar 31, 26

+33

0.00%

Pinnacle Bancorp, Inc.

4.01K

Mar 31, 26

+385

0.00%

Lighthouse Financial LLC

4.00K

Mar 31, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

4.00K

Mar 31, 26

-207

0.00%

AdvisorNet Financial, Inc

3.98K

Mar 31, 26

-2.10K

0.00%

First Pacific Financial

3.97K

Mar 31, 26

+3.87K

0.00%

CAHILL FINANCIAL ADVISORS INC

3.96K

Mar 31, 26

0.00%

Berger Financial Group, Inc

3.96K

Mar 31, 26

-14

0.00%

Sterling Investment Advisors, Ltd.

3.94K

Mar 31, 26

+280

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

3.93K

Mar 31, 26

0.00%

MBE Wealth Management, LLC

3.93K

Mar 31, 26

0.00%

COMMERCE BANK

3.89K

Mar 31, 26

+1.44K

0.00%

Lesa Sroufe & Co

3.85K

Mar 31, 26

+103

0.00%

MorganRosel Wealth Management, LLC

3.85K

Mar 31, 26

0.00%

DSG Capital Advisors, LLC

3.82K

Mar 31, 26

+66

0.00%

Evelyn Partners Investment Management LLP

3.81K

Mar 31, 26

+1.10K

0.00%

DB Fitzpatrick & Co, Inc

3.80K

Mar 31, 26

-6.49K

0.00%

Battery Global Advisors, LLC

3.77K

Mar 31, 26

-184.67K

0.00%

L. Roy Papp & Associates, LLP

3.77K

Mar 31, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

3.71K

Mar 31, 26

+162

0.00%

BOS Asset Management, LLC

3.69K

Mar 31, 26

0.00%

WETZEL INVESTMENT ADVISORS, INC.

3.68K

Mar 31, 26

-286

0.00%

Financial Synergies Wealth Advisors, Inc.

3.66K

Mar 31, 26

+2.19K

0.00%

Cassaday & Co Wealth Management LLC

3.65K

Mar 31, 26

0.00%

DAVENPORT & Co LLC

3.65K

Mar 31, 26

-41

0.00%

Gutierrez Wealth Advisory, LLC

3.64K

Mar 31, 26

+1.16K

0.00%

OPTIMA CAPITAL LLC

3.62K

Mar 31, 26

0.00%

Sigma Planning Corp

3.61K

Mar 31, 26

+626

0.00%

VSM Wealth Advisory, LLC

3.58K

Mar 31, 26

-234

0.00%

Edgestream Partners, L.P.

3.58K

Mar 31, 26

-4.71K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.57K

Mar 31, 26

+20

0.00%

Cheviot Value Management, LLC

3.57K

Mar 31, 26

0.00%

Pure Financial Advisors, LLC

3.56K

Mar 31, 26

+70

0.00%

Tactive Advisors, LLC

3.56K

Mar 31, 26

-1.35K

0.00%

Columbus Macro, LLC

3.56K

Mar 31, 26

0.00%

FIRST FOUNDATION ADVISORS

3.55K

Mar 31, 26

0.00%

Avantax Planning Partners, Inc.

3.55K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

3.52K

Mar 31, 26

+249

0.00%

PARK AVENUE SECURITIES LLC

3.52K

Mar 31, 26

+650

0.00%

Formidable Asset Management, LLC

3.50K

Mar 31, 26

0.00%

Advisory Alpha, LLC

3.50K

Mar 31, 26

+3.50K

0.00%

Fort Vancouver Investment Management, LLC

3.48K

Mar 31, 26

-206

0.00%

Forum Financial Management, LP

3.46K

Mar 31, 26

+37

0.00%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

3.45K

Mar 31, 26

+3.45K

0.00%

Rinkey Investments

3.44K

Mar 31, 26

-4

0.00%

GTS SECURITIES LLC

3.43K

Mar 31, 26

-5.69K

0.00%

SG Americas Securities, LLC

3.43K

Mar 31, 26

0.00%

Addis & Hill, Inc

3.41K

Mar 31, 26

-136

0.00%

Perennial Advisors, LLC

3.40K

Mar 31, 26

+50

0.00%

Geometric Wealth Advisors

3.37K

Mar 31, 26

0.00%

HARBOUR INVESTMENT MANAGEMENT LLC

3.36K

Mar 31, 26

0.00%

AUA CAPITAL MANAGEMENT, LLC

3.34K

Mar 31, 26

0.00%

TRUST CO OF VIRGINIA /VA

3.33K

Mar 31, 26

-150

0.00%

FIDUCIARY ADVISORS, INC.

3.33K

Mar 31, 26

+717

0.00%

WealthSpring Partners, LLC

3.33K

Mar 31, 26

0.00%

OAK FAMILY ADVISORS, LLC

3.32K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.30K

Mar 31, 26

+424

0.00%

Hanson & Doremus Investment Management

3.27K

Mar 31, 26

+156

0.00%

Walkner Condon Financial Advisors LLC

3.24K

Mar 31, 26

-34

0.00%

Nikulski Financial, Inc.

3.23K

Mar 31, 26

-1.23K

0.00%

SMART Wealth LLC

3.23K

Mar 31, 26

+3.23K

0.00%

Traynor Capital Management, Inc.

3.20K

Mar 31, 26

-5

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.18K

Mar 31, 26

+3.18K

0.00%

Lutz Financial Services LLC

3.18K

Mar 31, 26

+195

0.00%

Heartwood Wealth Advisors LLC

3.17K

Mar 31, 26

+335

0.00%

Ameritas Advisory Services, LLC

3.15K

Mar 31, 26

-51

0.00%

Tillman Hartley LLC

3.11K

Mar 31, 26

-69

0.00%

KWMG, LLC

3.09K

Mar 31, 26

+34

0.00%

Genus Capital Management Inc.

3.07K

Mar 31, 26

-2.92K

0.00%

RS CRUM INC.

3.06K

Mar 31, 26

+55

0.00%

Pointe Capital Management LLC

3.04K

Mar 31, 26

0.00%

WealthShield Partners, LLC

3.03K

Mar 31, 26

+12

0.00%

Resonant Capital Advisors, LLC

3.00K

Mar 31, 26

0.00%

IMA Wealth, Inc.

2.99K

Mar 31, 26

+43

0.00%

Waterloo Capital, L.P.

2.98K

Mar 31, 26

-101

0.00%

RAM Investment Partners, LLC

2.98K

Mar 31, 26

+14

0.00%

Applied Capital LLC

2.98K

Mar 31, 26

-64

0.00%

ETF Portfolio Partners, Inc.

2.96K

Mar 31, 26

-568

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.96K

Mar 31, 26

+152

0.00%

CENTRAL TRUST Co

2.93K

Mar 31, 26

+291

0.00%

SEVEN MILE ADVISORY

2.93K

Mar 31, 26

+554

0.00%

Aptus Capital Advisors, LLC

2.92K

Mar 31, 26

+2.21K

0.00%

Cypress Wealth Services, LLC

2.92K

Mar 31, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

2.92K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

2.92K

Mar 31, 26

+368

0.00%

Fielder Capital Group LLC

2.91K

Mar 31, 26

0.00%

Prosperity Consulting Group, LLC

2.89K

Mar 31, 26

-369

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

2.87K

Mar 31, 26

+2.87K

0.00%

Baird Financial Group, Inc.

2.86K

Mar 31, 26

-1.03K

0.00%

Moors & Cabot, Inc.

2.82K

Mar 31, 26

-173

0.00%

CLARET ASSET MANAGEMENT Corp

2.81K

Mar 31, 26

0.00%

Vantage Point Financial LLC

2.80K

Mar 31, 26

+760

0.00%

West Financial Advisors, LLC

2.79K

Mar 31, 26

+169

0.00%

Templeton & Phillips Capital Management, LLC

2.78K

Mar 31, 26

0.00%

Blue Edge Capital, LLC

2.76K

Mar 31, 26

-3.69K

0.00%

Callan Family Office, LLC

2.75K

Mar 31, 26

-71

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.75K

Mar 31, 26

+160

0.00%

MELFA WEALTH MANAGEMENT, LLC

2.75K

Mar 31, 26

-88

0.00%

FFT WEALTH MANAGEMENT LLC

2.74K

Mar 31, 26

+2.74K

0.00%

COURIER CAPITAL LLC

2.74K

Mar 31, 26

-2

0.00%

OneAscent Financial Services LLC

2.73K

Mar 31, 26

+2.73K

0.00%

Winthrop Advisory Group LLC

2.73K

Mar 31, 26

+2.73K

0.00%

Gryphon Financial Partners LLC

2.69K

Mar 31, 26

+801

0.00%

Foster Victor Wealth Advisors, LLC

2.69K

Mar 31, 26

+2.69K

0.00%

Signal Advisors Wealth, LLC

2.67K

Mar 31, 26

+161

0.00%

Prosperity Planning, Inc.

2.67K

Mar 31, 26

-12

0.00%

OLD NATIONAL BANCORP /IN/

2.67K

Mar 31, 26

0.00%

BridgePort Financial Solutions, LLC

2.67K

Mar 31, 26

0.00%

NORDEN GROUP LLC

2.66K

Mar 31, 26

-251

0.00%

Fifth Third Wealth Advisors LLC

2.65K

Mar 31, 26

-433

0.00%

WESPAC Advisors, LLC

2.64K

Mar 31, 26

+902

0.00%

Smith, Salley & Associates

2.64K

Mar 31, 26

0.00%

MontVue Capital Management, Inc.

2.63K

Mar 31, 26

-20

0.00%

REBALANCE, LLC

2.62K

Mar 31, 26

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

2.59K

Mar 31, 26

0.00%

Leith Wheeler Investment Counsel Ltd.

2.59K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

2.59K

Mar 31, 26

+1.26K

0.00%

M Wealth Management, LLC

2.58K

Mar 31, 26

-54

0.00%

ARCADIA INVESTMENT ADVISORS LLC

2.57K

Mar 31, 26

0.00%

Main Management LLC

2.57K

Mar 31, 26

-43

0.00%

BANK OF HAWAII

2.56K

Mar 31, 26

0.00%

Clarion Wealth Managment Partners, LLC

2.56K

Mar 31, 26

+2.56K

0.00%

Disciplined Investors, L.L.C.

2.55K

Mar 31, 26

+558

0.00%

N.E.W. Advisory Services LLC

2.55K

Mar 31, 26

+44

0.00%

Facet Wealth, Inc.

2.55K

Mar 31, 26

+77

0.00%

Gibbs Wealth Management

2.55K

Mar 31, 26

+217

0.00%

Caitlin John, LLC

2.54K

Mar 31, 26

0.00%

Centurion Wealth Management LLC

2.54K

Mar 31, 26

0.00%

Next Capital Management LLC

2.54K

Mar 31, 26

+175

0.00%

Boston Standard Wealth Management, LLC

2.54K

Mar 31, 26

-67

0.00%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.53K

Mar 31, 26

-1

0.00%

Integrity Wealth Solutions LLC

2.49K

Mar 31, 26

+287

0.00%

Innova Wealth Partners

2.48K

Mar 31, 26

+428

0.00%

WALLER FINANCIAL PLANNING GROUP, INC

2.48K

Mar 31, 26

+182

0.00%

Capital Asset Advisory Services LLC

2.48K

Mar 31, 26

-334

0.00%

Genesis Wealth Advisors, LLC

2.45K

Mar 31, 26

-25

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

2.43K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.43K

Mar 31, 26

-8

0.00%

FIRST COMMUNITY TRUST NA

2.42K

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

2.40K

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

2.39K

Mar 31, 26

+127

0.00%

Golden State Wealth Management, LLC

2.38K

Mar 31, 26

+516

0.00%

Clark Asset Management, LLC

2.38K

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

2.37K

Mar 31, 26

+122

0.00%

WEALTHEDGE INVESTMENT ADVISORS, LLC

2.37K

Mar 31, 26

+126

0.00%

Towercrest Capital Management

2.37K

Mar 31, 26

0.00%

Alliance Wealth Management Group

2.37K

Mar 31, 26

0.00%

Red Door Wealth Management, LLC

2.36K

Mar 31, 26

0.00%

Flagship Private Wealth, LLC

2.33K

Mar 31, 26

-17

0.00%

Cynosure Group, LLC

2.31K

Mar 31, 26

0.00%

Columbia River Financial Group, LLC

2.29K

Mar 31, 26

-32

0.00%

Embree Financial Group

2.28K

Mar 31, 26

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

2.28K

Mar 31, 26

+2.28K

0.00%

Modus Advisors, LLC

2.27K

Mar 31, 26

0.00%

Acorn Wealth Advisors, LLC

2.27K

Mar 31, 26

0.00%

Heritage Trust Co

2.26K

Mar 31, 26

+178

0.00%

Riverbend Wealth Management, LLC

2.26K

Mar 31, 26

-4

0.00%

NWAM LLC

2.26K

Mar 31, 26

+86

0.00%

Etesian Wealth Advisors, Inc.

2.25K

Mar 31, 26

0.00%

Beaumont Capital Management, LLC

2.25K

Mar 31, 26

-1.46K

0.00%

Nova Wealth Management, Inc.

2.25K

Mar 31, 26

-914

0.00%

Miracle Mile Advisors, LLC

2.23K

Mar 31, 26

-346

0.00%

JP Wealth Management, Inc.

2.23K

Mar 31, 26

0.00%

Capital Investment Advisors, LLC

2.21K

Mar 31, 26

+771

0.00%

MARIPAU WEALTH MANAGEMENT LLC

2.21K

Mar 31, 26

+2.21K

0.00%

Matisse Capital

2.21K

Mar 31, 26

0.00%

Morton Capital Management LLC/CA

2.20K

Mar 31, 26

0.00%

MINDSET WEALTH MANAGEMENT, LLC

2.20K

Mar 31, 26

+14

0.00%

2.19K

Mar 31, 26

+69

0.00%

Urban Financial Advisory Corp

2.17K

Mar 31, 26

+315

0.00%

Schneider Downs Wealth Management Advisors, LP

2.17K

Mar 31, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

2.16K

Mar 31, 26

0.00%

Samalin Investment Counsel, LLC

2.14K

Mar 31, 26

0.00%

TruNorth Capital Management, LLC

2.14K

Mar 31, 26

0.00%

United Wealth Management, LLC

2.14K

Mar 31, 26

-306

0.00%

Bedel Financial Consulting, Inc.

2.14K

Mar 31, 26

0.00%

Phoenix Holdings Ltd.

2.13K

Mar 31, 26

0.00%

EQUITABLE TRUST CO

2.13K

Mar 31, 26

+2.13K

0.00%

BUCKHEAD CAPITAL MANAGEMENT LLC

2.12K

Mar 31, 26

+137

0.00%

Roger Wittlin Investment Advisory, LLC

2.12K

Mar 31, 26

0.00%

Crestwood Advisors Group LLC

2.11K

Mar 31, 26

-6.02K

0.00%

PGIM Custom Harvest LLC

2.10K

Mar 31, 26

+2.10K

0.00%

Amplius Wealth Advisors, LLC

2.10K

Mar 31, 26

0.00%

LaSalle St. Investment Advisors, LLC

2.10K

Mar 31, 26

0.00%

Ascent Group, LLC

2.08K

Mar 31, 26

0.00%

Evolution Advisers, Inc.

2.07K

Mar 31, 26

0.00%

Powerhouse Assets LLC

2.07K

Mar 31, 26

0.00%

Beacon Financial Advisory LLC

2.07K

Mar 31, 26

0.00%

Petix & Botte Co

2.06K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

2.06K

Mar 31, 26

+1.06K

0.00%

Bernardo Wealth Planning LLC

2.05K

Mar 31, 26

+2.05K

0.00%

DecisionPoint Financial, LLC

2.05K

Mar 31, 26

-35

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

2.05K

Mar 31, 26

-195

0.00%

Wick Capital Partners, LLC

2.05K

Mar 31, 26

0.00%

Balboa Wealth Partners

2.04K

Mar 31, 26

0.00%

Sage Capital Advisors,llc

2.02K

Mar 31, 26

0.00%

Garde Capital, Inc.

2.02K

Mar 31, 26

-24

0.00%

Advance Capital Management, Inc.

2.02K

Mar 31, 26

-657

0.00%

Fiduciary Alliance LLC

2.01K

Mar 31, 26

+2.01K

0.00%

CERTUITY, LLC

2.00K

Mar 31, 26

+2.00K

0.00%

Allegheny Financial Group LTD

2.00K

Mar 31, 26

+66

0.00%

CITIZENS & NORTHERN CORP

2.00K

Mar 31, 26

0.00%

BECKER CAPITAL MANAGEMENT INC

2.00K

Mar 31, 26

+2.00K

0.00%

Seven Springs Wealth Group, LLC

2.00K

Mar 31, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

2.00K

Mar 31, 26

-481

0.00%

Vermillion & White Wealth Management Group, LLC

2.00K

Mar 31, 26

+150

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

2.00K

Mar 31, 26

+85

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

1.99K

Mar 31, 26

0.00%

Tranquility Partners, LLC

1.99K

Mar 31, 26

+172

0.00%

Prime Capital Investment Advisors, LLC

1.99K

Mar 31, 26

-185

0.00%

MASECO LLP

1.98K

Mar 31, 26

+1.92K

0.00%

RTD Financial Advisors, Inc.

1.98K

Mar 31, 26

+472

0.00%

Oliver Luxxe Assets LLC

1.97K

Mar 31, 26

0.00%

Strategies Wealth Advisors, LLC

1.96K

Mar 31, 26

-2

0.00%

Legacy Advisors, LLC

1.96K

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

1.94K

Mar 31, 26

-1.07K

0.00%

Klaas Financial Asset Advisors, LLC

1.94K

Mar 31, 26

0.00%

New Republic Capital, LLC

1.94K

Mar 31, 26

+1.12K

0.00%

Jaffetilchin Investment Partners, LLC

1.93K

Mar 31, 26

-43

0.00%

PTM WEALTH MANAGEMENT, LLC

1.92K

Mar 31, 26

0.00%

Everhart Financial Group, Inc.

1.91K

Mar 31, 26

-2

0.00%

Parkwoods Wealth Partners, LLC

1.90K

Mar 31, 26

-107

0.00%

Financial & Tax Architects, LLC

1.90K

Mar 31, 26

+1.90K

0.00%

Financial Network Wealth Advisors LLC

1.89K

Mar 31, 26

+175

0.00%

Cabot-Wellington, LLC

1.86K

Mar 31, 26

0.00%

eCIO, Inc.

1.85K

Mar 31, 26

+51

0.00%

BTG Pactual Asset Management US LLC

1.84K

Mar 31, 26

-104

0.00%

Karpus Management, Inc.

1.82K

Mar 31, 26

-35

0.00%

Pacific Sage Partners, LLC

1.82K

Mar 31, 26

+12

0.00%

Capital Planning LLC

1.81K

Mar 31, 26

+1.81K

0.00%

Skopos Labs, Inc.

1.81K

Mar 31, 26

+1.81K

0.00%

Cypress Capital, LLC

1.81K

Mar 31, 26

0.00%

Summit Global Investments

1.80K

Mar 31, 26

+1.80K

0.00%

Clifford Group, LLC

1.79K

Mar 31, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

1.78K

Mar 31, 26

+297

0.00%

Cornerstone Wealth Management, LLC

1.78K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.78K

Mar 31, 26

+200

0.00%

Brookwood Investment Group LLC

1.78K

Mar 31, 26

-5.96K

0.00%

FIRST NATIONAL BANK OF OMAHA

1.77K

Mar 31, 26

0.00%

Objective Capital Management, LLC

1.75K

Mar 31, 26

0.00%

Maltin Wealth Management, Inc.

1.74K

Mar 31, 26

+1.74K

0.00%

Colonial River Wealth Management, LLC

1.73K

Mar 31, 26

+1.73K

0.00%

Independent Wealth Network Inc.

1.73K

Mar 31, 26

+99

0.00%

MARCO INVESTMENT MANAGEMENT LLC

1.72K

Mar 31, 26

0.00%

Hapanowicz & Associates Financial Services, Inc

1.72K

Mar 31, 26

-59

0.00%

Sunpointe, LLC

1.71K

Mar 31, 26

-3

0.00%

PFG Investments, LLC

1.71K

Mar 31, 26

0.00%

Axiom Financial Strategies, LLC

1.71K

Mar 31, 26

0.00%

Strid Group, LLC

1.70K

Mar 31, 26

0.00%

Aspire Growth Partners LLC

1.70K

Mar 31, 26

0.00%

American Investment Services, Inc.

1.70K

Mar 31, 26

+1.70K

0.00%

Ridgepath Capital Management LLC

1.70K

Mar 31, 26

-70

0.00%

Carr Financial Group Corp

1.69K

Mar 31, 26

+14

0.00%

Lynx Investment Advisory

1.68K

Mar 31, 26

+102

0.00%

BlackDiamond Wealth Management Inc.

1.68K

Mar 31, 26

+107

0.00%

HARRELL INVESTMENT PARTNERS, LLC

1.67K

Mar 31, 26

0.00%

Newman Dignan & Sheerar, Inc.

1.67K

Mar 31, 26

+61

0.00%

Welch Group, LLC

1.66K

Mar 31, 26

0.00%

HARDING LOEVNER LP

1.64K

Mar 31, 26

-2.09K

0.00%

GUYASUTA INVESTMENT ADVISORS INC

1.64K

Mar 31, 26

-14

0.00%

Spinnaker Investment Group, LLC

1.64K

Mar 31, 26

-1.51K

0.00%

USAdvisors Wealth Management, LLC

1.63K

Mar 31, 26

0.00%

Vanguard Personalized Indexing Management, LLC

1.63K

Mar 31, 26

-4.81K

0.00%

Addison Advisors LLC

1.63K

Mar 31, 26

0.00%

Cannon Financial Strategists, Inc.

1.63K

Mar 31, 26

+1.63K

0.00%

Purkiss Capital Advisors LLC

1.63K

Mar 31, 26

0.00%

HBK Sorce Advisory LLC

1.62K

Mar 31, 26

-951

0.00%

Point Nemo Capital, LLC

1.62K

Mar 31, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

1.61K

Mar 31, 26

0.00%

Tacita Capital Inc

1.61K

Mar 31, 26

0.00%

Global Wealth Management Investment Advisory, Inc.

1.60K

Mar 31, 26

-132

0.00%

JDH Wealth Management, LLC

1.58K

Mar 31, 26

-42

0.00%

Kraft, Davis & Associates, LLC

1.57K

Mar 31, 26

-1.13K

0.00%

MayTech Global Investments, LLC

1.57K

Mar 31, 26

-941

0.00%

Encompass More Asset Management

1.57K

Mar 31, 26

+119

0.00%

Columbia Asset Management

1.57K

Mar 31, 26

+1.57K

0.00%

Palisade Asset Management, LLC

1.56K

Mar 31, 26

0.00%

Connecticut Wealth Management, LLC

1.56K

Mar 31, 26

0.00%

Fortress Wealth Group, LLC

1.55K

Mar 31, 26

+1.55K

0.00%

Tandem Financial, LLC

1.55K

Mar 31, 26

-627

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

1.54K

Mar 31, 26

-239

0.00%

FLC Capital Advisors

1.53K

Mar 31, 26

+1.53K

0.00%

Klingman & Associates, LLC

1.52K

Mar 31, 26

0.00%

Lakeridge Wealth Management LLC

1.52K

Mar 31, 26

0.00%

Financial Harvest, LLC

1.51K

Mar 31, 26

0.00%

MPS Loria Financial Planners, LLC

1.51K

Mar 31, 26

0.00%

Golden Bell Financial Planning LLC

1.51K

Mar 31, 26

+1.51K

0.00%

Bath Savings Trust Co

1.50K

Mar 31, 26

-20

0.00%

Beaumont Financial Advisors, LLC

1.49K

Mar 31, 26

+1.49K

0.00%

ROBERTS GLORE & CO INC /IL/

1.49K

Mar 31, 26

0.00%

E&G Advisors, LP

1.48K

Mar 31, 26

0.00%

Altiora Financial Group, LLC

1.47K

Mar 31, 26

+1.47K

0.00%

LPWM LLC

1.46K

Mar 31, 26

+34

0.00%

Values Added Financial LLC

1.46K

Mar 31, 26

+1.46K

0.00%

HBW Advisory Services LLC

1.45K

Mar 31, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

1.45K

Mar 31, 26

+1.45K

0.00%

3Chopt Investment Partners, LLC

1.40K

Mar 31, 26

+549

0.00%

Crewe Advisors LLC

1.39K

Mar 31, 26

0.00%

Asset Dedication, LLC

1.37K

Mar 31, 26

-147

0.00%

LAZARD ASSET MANAGEMENT LLC

1.35K

Mar 31, 26

-26.45K

0.00%

Matrix Trust Co

1.34K

Mar 31, 26

-1.14K

0.00%

Bogart Wealth, LLC

1.32K

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

1.31K

Mar 31, 26

-101

0.00%

Geneos Wealth Management Inc.

1.28K

Mar 31, 26

+51

0.00%

Tidemark, LLC

1.27K

Mar 31, 26

0.00%

Rossmore Private Capital

1.25K

Mar 31, 26

0.00%

BigSur Wealth Management LLC

1.24K

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

1.22K

Mar 31, 26

+1.22K

0.00%

Prudent Man Investment Management, Inc.

1.17K

Mar 31, 26

0.00%

SouthState Corp

1.17K

Mar 31, 26

-36

0.00%

Your Advocates Ltd., LLP

1.14K

Mar 31, 26

+174

0.00%

Osbon Capital Management LLC

1.13K

Mar 31, 26

0.00%

Perkins Coie Trust Co

1.13K

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

1.12K

Mar 31, 26

+37

0.00%

Signature Resources Capital Management, LLC

1.09K

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

1.04K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

1.01K

Mar 31, 26

+34

0.00%

Smithfield Trust Co

994

Mar 31, 26

0.00%

TD Capital Management LLC

986

Mar 31, 26

0.00%

LRI Investments, LLC

945

Mar 31, 26

+210

0.00%

Ameritas Investment Partners, Inc.

916

Mar 31, 26

+152

0.00%

Princeton Global Asset Management LLC

906

Mar 31, 26

-3.11K

0.00%

Center for Financial Planning, Inc.

891

Mar 31, 26

+118

0.00%

Truvestments Capital LLC

873

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

862

Mar 31, 26

+311

0.00%

TFC Financial Management, Inc.

820

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

721

Mar 31, 26

-3

0.00%

Fairman Group, LLC

717

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

694

Mar 31, 26

-14

0.00%

Glen Eagle Advisors, LLC

641

Mar 31, 26

+182

0.00%

Cherry Tree Wealth Management, LLC

641

Mar 31, 26

-70

0.00%

Abound Wealth Management

602

Mar 31, 26

+101

0.00%

SJS Investment Consulting Inc.

600

Mar 31, 26

0.00%

Westside Investment Management, Inc.

600

Mar 31, 26

-30

0.00%

Qube Research & Technologies Ltd

596

Mar 31, 26

+39

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

589

Mar 31, 26

0.00%

NBC SECURITIES, INC.

574

Mar 31, 26

+73

0.00%

Jackson, Grant Investment Advisers, Inc.

559

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

545

Mar 31, 26

+161

0.00%

Private Wealth Management Group, LLC

535

Mar 31, 26

+39

0.00%

HOWE & RUSLING INC

511

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

489

Mar 31, 26

-81

0.00%

Oakworth Capital, Inc.

481

Mar 31, 26

0.00%

Rossby Financial, LCC

480

Mar 31, 26

-67

0.00%

10Elms LLP

476

Mar 31, 26

+193

0.00%

Rialto Wealth Management, LLC

431

Mar 31, 26

-17

0.00%

DiNuzzo Private Wealth, Inc.

425

Mar 31, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

422

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

417

Mar 31, 26

+239

0.00%

DHJJ Financial Advisors, Ltd.

412

Mar 31, 26

+166

0.00%

Quent Capital, LLC

406

Mar 31, 26

0.00%

North Star Investment Management Corp.

386

Mar 31, 26

+80

0.00%

BNP PARIBAS ARBITRAGE, SNC

377

Mar 31, 26

-171.50K

0.00%

JDM Financial Group LLC

377

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

370

Mar 31, 26

0.00%

Glassman Wealth Services

365

Mar 31, 26

0.00%

COUNTRY TRUST BANK

359

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

351

Mar 31, 26

+208

0.00%

Private Wealth Asset Management, LLC

336

Mar 31, 26

+336

0.00%

Biltmore Family Office, LLC

323

Mar 31, 26

0.00%

Avion Wealth

313

Mar 31, 26

0.00%

Archer Investment Corp

306

Mar 31, 26

+34

0.00%

Bank of New Hampshire

300

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

295

Mar 31, 26

+295

0.00%

GODSEY & GIBB, INC

292

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

284

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

265

Mar 31, 26

-5

0.00%

MCF Advisors LLC

259

Mar 31, 26

+148

0.00%

WEBSTER BANK, N. A.

256

Mar 31, 26

0.00%

CITY HOLDING CO

254

Mar 31, 26

+179

0.00%

Millstone Evans Group, LLC

244

Mar 31, 26

+26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

242

Mar 31, 26

-107

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

241

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

231

Mar 31, 26

-306

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

210

Mar 31, 26

0.00%

Nemes Rush Group LLC

208

Mar 31, 26

0.00%

Morling Financial Advisors, LLC

201

Mar 31, 26

0.00%

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

200

Mar 31, 26

-50

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

196

Mar 31, 26

+48

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

189

Mar 31, 26

0.00%

Pacific Center for Financial Services

188

Mar 31, 26

0.00%

Larson Financial Group LLC

178

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

175

Mar 31, 26

+175

0.00%

Newbridge Financial Services Group, Inc.

175

Mar 31, 26

0.00%

Root Financial Partners, LLC

168

Mar 31, 26

-2

0.00%

Bradley & Co. Private Wealth Management, LLC

166

Mar 31, 26

0.00%

Park Place Capital Corp

160

Mar 31, 26

0.00%

Independence Bank of Kentucky

155

Mar 31, 26

0.00%

Hurley Capital, LLC

153

Mar 31, 26

+51

0.00%

Horizon Investments, LLC

152

Mar 31, 26

+76

0.00%

Aviso Financial Inc.

150

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

150

Mar 31, 26

+150

0.00%

Wiser Advisor Group LLC

135

Mar 31, 26

-12

0.00%

CBIZ Investment Advisory Services, LLC

135

Mar 31, 26

+39

0.00%

Financial Freedom, LLC

121

Mar 31, 26

0.00%

CURIO WEALTH, LLC

118

Mar 31, 26

0.00%

WestEnd Advisors, LLC

118

Mar 31, 26

-78

0.00%

Bruce G. Allen Investments, LLC

114

Mar 31, 26

0.00%

WHITTIER TRUST CO

113

Mar 31, 26

-2.03K

0.00%

HighMark Wealth Management LLC

113

Mar 31, 26

0.00%

Red Tortoise LLC

110

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

110

Mar 31, 26

0.00%

REXFORD CAPITAL INC

108

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

107

Mar 31, 26

0.00%

Costello Asset Management, INC

106

Mar 31, 26

+106

0.00%

Parkside Financial Bank & Trust

106

Mar 31, 26

+37

0.00%

Gladwyn Financial Advisors, Inc.

105

Mar 31, 26

0.00%

Winch Advisory Services, LLC

102

Mar 31, 26

+102

0.00%

Missouri Trust & Investment Co

100

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

100

Mar 31, 26

+100

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Mar 31, 26

+92

0.00%

PayPay Securities Corp

Mar 31, 26

-21

0.00%

Friedenthal Financial

Mar 31, 26

0.00%

ROSS\JOHNSON & Associates LLC

Mar 31, 26

+11

0.00%

Moisand Fitzgerald Tamayo, LLC

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

+69

0.00%

4Thought Financial Group Inc.

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

+57

0.00%

Davis Capital Management

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-10

0.00%

HM PAYSON & CO

Mar 31, 26

+37

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Crews Bank & Trust

Mar 31, 26

+35

0.00%

Security National Bank

Mar 31, 26

+34

0.00%

Dougherty Wealth Advisers LLC

Mar 31, 26

+34

0.00%

Beaird Harris Wealth Management, LLC

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

Mar 31, 26

0.00%

Coastline Trust Co

Mar 31, 26

0.00%

Westfuller Advisors, LLC

Mar 31, 26

0.00%

BFSG, LLC

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+24

0.00%

Gen-Wealth Partners Inc

Mar 31, 26

-28

0.00%

Gold Investment Management Ltd.

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+20

0.00%

Virtus ETF Advisers LLC

Mar 31, 26

-3

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Colonial Trust Advisors

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

0.00%

Aspect Partners, LLC

Mar 31, 26

+13

0.00%

FIRST HORIZON CORP

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-205

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

Dynamic Wealth Strategies, LLC

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

Mar 31, 26

-8

0.00%

Front Row Advisors LLC

Mar 31, 26

0.00%

NVWM, LLC

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

0.00%

Main Street Group, LTD

Mar 31, 26

0.00%

ATWOOD & PALMER INC

Mar 31, 26

0.00%

ABOUND FINANCIAL, LLC

Mar 31, 26

-105.32K

AF Advisors, Inc.

Mar 31, 26

-1.52K

TFB Advisors LLC

Mar 31, 26

-2.12K

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-4.51K

Camelot Portfolios, LLC

Mar 31, 26

-81

McMill Wealth Management

Mar 31, 26

-26.96K

Bain Capital Public Equity, LP

Mar 31, 26

-1.16M

J.W. COLE ADVISORS, INC.

Mar 31, 26

-29.12K

KANAWHA CAPITAL MANAGEMENT LLC

Mar 31, 26

-3.47K

Laurel Wealth Advisors LLC

Mar 31, 26

-2.85K

Financial Management Professionals, Inc.

Mar 31, 26

-7.88K

GQG Partners LLC

Mar 31, 26

-4.25K

Ruane, Cunniff & Goldfarb L.P.

Mar 31, 26

-1.43K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-437

Haverford Trust Co

Mar 31, 26

-7.51K

Nearwater Capital Markets, Ltd

Mar 31, 26

-527.50K

Pinnacle Financial Group, LLC / IL

Mar 31, 26

-1.50K

Delap Wealth Advisory, LLC

Mar 31, 26

-3.53K

SOL Capital Management CO

Mar 31, 26

-1.59K

DRW Securities, LLC

Mar 31, 26

-50.73K

Diversify Advisory Services, LLC

Mar 31, 26

-1.53K

Lodestone Wealth Management LLC

Mar 31, 26

-72

HRT FINANCIAL LP

Mar 31, 26

-7.50K

Nicholson Meyer Capital Management, Inc.

Mar 31, 26

-11.29K

Citrine Capital LLC

Mar 31, 26

-4.10K

RHS Financial, LLC

Mar 31, 26

-2.69K

Concorde Asset Management, LLC

Mar 31, 26

-1.56K

WEST PACES ADVISORS INC.

Mar 31, 26

-105

WealthCollab, LLC

Mar 31, 26

-94

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-5.08K

BRIDGES INVESTMENT MANAGEMENT INC

Mar 31, 26

-1.86K

NORRIS PERNE & FRENCH LLP/MI

Mar 31, 26

-2.19K

Trinity Financial Advisors LLC

Mar 31, 26

-1.63K

Voya Financial Advisors, Inc.

Mar 31, 26

-1.59K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-34.49K

Arete Wealth Advisors, LLC

Mar 31, 26

-8.25K

CITADEL ADVISORS LLC

Mar 31, 26

-8.17K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-22.52K

Collaborative Wealth Managment Inc.

Mar 31, 26

-4.23K

Turim 21 Investimentos Ltda.

Mar 31, 26

-950

Compass Financial Services Inc

Mar 31, 26

-355

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Mar 31, 26

-5.01K

YANKCOM Partnership

Mar 31, 26

-39

YARGER WEALTH STRATEGIES, LLC

Mar 31, 26

-3.83K

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-38

Wealth Watch Advisors, INC

Mar 31, 26

-87

BARCLAYS PLC

Mar 31, 26

-8.81K

Phillips Wealth Planners LLC

Mar 31, 26

-6.63K

MEMBERS WEALTH LLC

Mar 31, 26

-1.40K

IFG Advisory, LLC

Mar 31, 26

-6.42K

Financiere des Professionnels - Fonds d,investissement inc.

Mar 31, 26

-155.00K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-6.71K

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-11.92K

Comprehensive Wealth Management, LLC

Mar 31, 26

-70.77K

Regal Investment Advisors LLC

Mar 31, 26

-2.20K

Navalign, LLC

Mar 31, 26

-181

Humankind Investments LLC

Mar 31, 26

-101.00K

Centerpoint Advisors, LLC

Mar 31, 26

-12

Brinker Capital Investments, LLC

Mar 31, 26

-15.39K

Kozak & Associates, Inc.

Mar 31, 26

-43

CreativeOne Wealth, LLC

Mar 31, 26

-2.59K

DC Investments Management, LLC

832.75K

Dec 31, 25

+60.52K

0.14%

Lanham O'Dell & Company, Inc.

183.74K

Dec 31, 25

+41.12K

0.03%

Heritage Wealth Advisors

178.35K

Dec 31, 25

0.03%

VANGUARD GROUP INC

128.29K

Dec 31, 25

-66

0.02%

COMERICA BANK

100.98K

Dec 31, 25

-346

0.02%

CIBC Private Wealth Group, LLC

16.09K

Dec 31, 25

-100

0.00%

Capitolis Liquid Global Markets LLC

10.80K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

9.75K

Dec 31, 25

+1.10K

0.00%

MidWestOne Financial Group, Inc.

8.16K

Dec 31, 25

+990

0.00%

Divergent Planning, LLC

6.96K

Dec 31, 25

-627

0.00%

Litman Gregory Wealth Management LLC

5.17K

Dec 31, 25

+170

0.00%

Prosperity Wealth Management, Inc.

3.85K

Dec 31, 25

+1.74K

0.00%

Main Street Financial Solutions, LLC

3.83K

Dec 31, 25

-3.84K

0.00%

Heritage Financial Services, LLC

1.75K

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

1.10K

Dec 31, 25

0.00%

TRUST CO OF VERMONT

985

Dec 31, 25

0.00%

SageView Advisory Group, LLC

950

Dec 31, 25

+950

0.00%

Motiv8 Investments LLC

107

Dec 31, 25

+107

0.00%

Northwest Capital Management Inc

Dec 31, 25

-4

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Total Wealth Planning, LLC

Dec 31, 25

-5.85K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-173

WETHERBY ASSET MANAGEMENT INC

199.68K

Sep 30, 25

-693

0.03%

Glenmede Investment Management, LP

153.94K

Sep 30, 25

+13.85K

0.03%

Hemington Wealth Management

26.58K

Sep 30, 25

+390

0.00%

Accredited Wealth Management, LLC

24.05K

Sep 30, 25

+23.92K

0.00%

Wealthstream Advisors, Inc.

20.29K

Sep 30, 25

-41

0.00%

SYNOVUS FINANCIAL CORP

14.91K

Sep 30, 25

-3.35K

0.00%

AllSquare Wealth Management LLC

14.14K

Sep 30, 25

+130

0.00%

PINNACLE FINANCIAL PARTNERS INC

12.53K

Sep 30, 25

+12.53K

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

9.15K

Sep 30, 25

-19

0.00%

Kathleen S. Wright Associates Inc.

9.07K

Sep 30, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

5.08K

Sep 30, 25

+1.92K

0.00%

FIRST NATIONAL CORP /MA/ /ADV

3.95K

Sep 30, 25

+31

0.00%

COUNTRY CLUB BANK /GFN

1.77K

Sep 30, 25

0.00%

Stuart Chaussee & Associates, Inc.

464

Sep 30, 25

0.00%

Guerra Advisors Inc

178

Sep 30, 25

+178

0.00%

DHK Financial Advisors, Inc.

122.31K

Jun 30, 25

+350

0.02%

AVANTAX ADVISORY SERVICES, INC.

91.98K

Jun 30, 25

+8.29K

0.02%

Breed's Hill Capital LLC

13.98K

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

11.77K

Jun 30, 25

-30.60K

0.00%

Congress Wealth Management LLC / DE /

10.60K

Jun 30, 25

+2.31K

0.00%

Benchmark Wealth Management, LLC

8.21K

Jun 30, 25

-513

0.00%

Waypoint Wealth Partners Inc.

3.10K

Jun 30, 25

0.00%

PrairieView Partners, LLC

2.90K

Jun 30, 25

+16

0.00%

Belmont Capital, LLC

1.21K

Jun 30, 25

0.00%

Christopher J. Hasenberg, Inc

1.01K

Jun 30, 25

0.00%

Parkworth Wealth Management, Inc.

738

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+40

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-378

Family Firm, Inc.

Jun 30, 25

-6.04K

Lindbrook Capital, LLC

33.21K

Mar 31, 25

-78

0.01%

Monterey Private Wealth, Inc.

27.25K

Mar 31, 25

+45

0.00%

Vista Wealth Management Group, LLC

21.07K

Mar 31, 25

0.00%

BluePointe Capital Management, LLC

18.25K

Mar 31, 25

+6.70K

0.00%

Cable Hill Partners, LLC

8.31K

Mar 31, 25

+4.57K

0.00%

Callan Capital, LLC

4.31K

Mar 31, 25

-2.00K

0.00%

Bremer Bank National Association

3.35K

Mar 31, 25

+3.35K

0.00%

Orion Portfolio Solutions, LLC

1.81K

Mar 31, 25

+1.81K

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.71K

Mar 31, 25

+300

0.00%

Marcum Wealth, LLC

Mar 31, 25

-5.01K

Sandy Spring Bank

Mar 31, 25

-370

Proquility Private Wealth Partners, LLC

Mar 31, 25

-19.07K

Schechter Investment Advisors, LLC

Mar 31, 25

-1.72K

AGINCOURT CAPITAL MANAGEMENT, LLC

512.96K

Dec 31, 24

-6.10K

0.08%

WMS Partners, LLC

89.83K

Dec 31, 24

-2.69K

0.01%

EPIQ Capital Group, LLC

40.19K

Dec 31, 24

+296

0.01%

LAKE STREET ADVISORS GROUP, LLC

15.42K

Dec 31, 24

+131

0.00%

Gray Wealth Management Inc.

8.65K

Dec 31, 24

+1.77K

0.00%

Merriman Wealth Management, LLC

3.64K

Dec 31, 24

-43

0.00%

Treynor Bancshares, Inc.

2.56K

Dec 31, 24

-2.62K

0.00%

BOSTON FINANCIAL MANGEMENT LLC

2.50K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

2.40K

Dec 31, 24

-1.41K

0.00%

Peninsula Wealth, LLC

1.71K

Dec 31, 24

+1.71K

0.00%

Sanctuary Wealth Management, L.L.C.

1.14K

Dec 31, 24

-238

0.00%

AlphaMark Advisors, LLC

790

Dec 31, 24

0.00%

HBC Financial Services, PLLC

358

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

243

Dec 31, 24

-5.22K

0.00%

Cassady Schiller Wealth Management, LLC

128

Dec 31, 24

0.00%

Bray Capital Advisors

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-888

Sugarloaf Wealth Management, LLC

Dec 31, 24

-233

Edge Capital Group, LLC

Dec 31, 24

-3.42K

Edgehill Endowment Partners, LLC

1.72M

Sep 30, 24

-345.64K

0.28%

RAYMOND JAMES & ASSOCIATES

381.88K

Sep 30, 24

+31.44K

0.06%

Raymond James Financial Services Advisors, Inc.

200.74K

Sep 30, 24

+60.70K

0.03%

Sweet Financial Partners, LLC

24.13K

Sep 30, 24

-303

0.00%

RAYMOND JAMES TRUST N.A.

14.64K

Sep 30, 24

+1.28K

0.00%

FinTrust Capital Advisors, LLC

6.39K

Sep 30, 24

0.00%

Syntrinsic LLC

5.53K

Sep 30, 24

+458

0.00%

Argent Financial Group, Inc.

2.10K

Sep 30, 24

+2.10K

0.00%

Planning Capital Management Corp

1.82K

Sep 30, 24

+1.33K

0.00%

Annapolis Financial Services, LLC

429

Sep 30, 24

+73

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+46

0.00%

Rain Capital Management, LLC

86.76K

Jun 30, 24

+1.91K

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

69.85K

Jun 30, 24

0.01%

BlackRock Inc.

69.00K

Jun 30, 24

+2.05K

0.01%

HoyleCohen, LLC

62.59K

Jun 30, 24

-270

0.01%

Private Ocean, LLC

17.78K

Jun 30, 24

+17.75K

0.00%

Regis Acquisition Inc.

12.94K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

7.63K

Jun 30, 24

+1.37K

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-50

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-12.02K

Perella Weinberg Partners Capital Management LP

427.33K

Mar 31, 24

-8.53K

0.07%

Cetera Advisor Networks LLC

197.08K

Mar 31, 24

-4.29K

0.03%

Cetera Advisors LLC

75.45K

Mar 31, 24

+67.83K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

8.03K

Mar 31, 24

+810

0.00%

InterOcean Capital Group, LLC

6.98K

Mar 31, 24

-200

0.00%

Ratio Wealth Group

5.06K

Mar 31, 24

+233

0.00%

Crestone Asset Management LLC

4.22K

Mar 31, 24

0.00%

Connectus Wealth, LLC

3.41K

Mar 31, 24

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

2.51K

Mar 31, 24

+218

0.00%

Retirement Group, LLC

2.26K

Mar 31, 24

0.00%

Derbend Asset Management

2.13K

Mar 31, 24

+2.13K

0.00%

Simplicity Solutions, LLC

471.91K

Dec 31, 23

-2.53K

0.08%

First Ascent Asset Management, LLC

64.58K

Dec 31, 23

+4.36K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

20.88K

Dec 31, 23

+20.88K

0.00%

Bartlett & Co. LLC

11.43K

Dec 31, 23

-169

0.00%

Ledge Wealth Management, Inc.

8.97K

Dec 31, 23

0.00%

Bridgeworth, LLC

4.24K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

467

Dec 31, 23

-3

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

252.09K

Sep 30, 23

-17.64K

0.04%

Mangham Associates,LLC

187.04K

Sep 30, 23

-15.62K

0.03%

PATHSTONE FAMILY OFFICE, LLC

47.55K

Sep 30, 23

+36.47K

0.01%

MADISON WEALTH MANAGEMENT

40.84K

Sep 30, 23

-1.30K

0.01%

Claybrook Capital, LLC

29.42K

Sep 30, 23

-920

0.00%

ROPES WEALTH ADVISORS LLC

27.45K

Sep 30, 23

-8.52K

0.00%

TIEDEMANN ADVISORS, LLC

17.61K

Sep 30, 23

+30

0.00%

COLONY GROUP LLC

14.58K

Sep 30, 23

0.00%

ROTHSCHILD INVESTMENT CORP /IL

7.27K

Sep 30, 23

0.00%

COMERICA SECURITIES,INC.

3.59K

Sep 30, 23

0.00%

Trellis Advisors, LLC

3.53K

Sep 30, 23

+12

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

2.16K

Sep 30, 23

-3.30K

0.00%

Column Capital Advisors, LLC

736

Sep 30, 23

0.00%

KB FINANCIAL PARTNERS, LLC

400

Sep 30, 23

-233

0.00%

Steward Financial Group LLC

Sep 30, 23

+97

0.00%

Veritable, L.P.

37.19K

Jun 30, 23

+3.34K

0.01%

LEO BROKERAGE, LLC

14.03K

Jun 30, 23

+273

0.00%

AJ WEALTH STRATEGIES, LLC

13.16K

Jun 30, 23

0.00%

Intercontinental Wealth Advisors, LLC

11.30K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

2.67K

Jun 30, 23

0.00%

Financial Architects, Inc

2.64K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

340

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

236

Jun 30, 23

0.00%

TimeScale Financial, Inc.

Jun 30, 23

0.00%

Clear Perspectives Financial Planning, LLC

2.26K

Mar 31, 23

0.00%

Baldrige Asset Management LLC

343

Mar 31, 23

0.00%

Andesa Financial Management Inc.

Mar 31, 23

-2.40K

Sargent Bickham Lagudis LLC

357.65K

Dec 31, 22

-33.77K

0.06%

SCHRODERS IS Ltd

116.00K

Dec 31, 22

+107.42K

0.02%

Newman & Schimel, LLC

105.81K

Dec 31, 22

-25.03K

0.02%

ZEKE CAPITAL ADVISORS, LLC

25.37K

Dec 31, 22

+25.37K

0.00%

Lehman & Derafelo Financial Resources LLC

12.30K

Dec 31, 22

0.00%

Claraphi Advisory Network, LLC

11.06K

Dec 31, 22

+3.02K

0.00%

CFO4Life, L.P.

7.96K

Dec 31, 22

+7.96K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

6.89K

Dec 31, 22

-2.96K

0.00%

Autus Asset Management, LLC

2.75K

Dec 31, 22

-90

0.00%

St. James Investment Advisors, LLC

213

Dec 31, 22

-83

0.00%

CPWM, LLC

167.58K

Sep 30, 22

-13.50K

0.03%

REGENTATLANTIC CAPITAL LLC

112.20K

Sep 30, 22

+53.38K

0.02%

UBP Investment Advisors SA

103.89K

Sep 30, 22

0.02%

EATON VANCE MANAGEMENT

53.59K

Sep 30, 22

0.01%

American Portfolios Advisors

42.74K

Sep 30, 22

+2.26K

0.01%

Kore Private Wealth LLC

29.12K

Sep 30, 22

+13.97K

0.00%

DOWLING & YAHNKE LLC

28.27K

Sep 30, 22

+800

0.00%

BRR OpCo, LLC

6.36K

Sep 30, 22

+776

0.00%

Doyle Wealth Management

3.06K

Sep 30, 22

-143

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

1.23M

Jun 30, 22

+636.05K

0.20%

Lake Point Wealth Management

2.79K

Jun 30, 22

-104

0.00%

Private Capital Group, LLC

1.67K

Jun 30, 22

-1.60K

0.00%

BREWIN DOLPHIN LTD

1.27K

Jun 30, 22

0.00%

Cordasco Financial Network

631

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

612

Jun 30, 22

0.00%

ADVISOR PARTNERS LLC

Jun 30, 22

-2.66K

Fieldpoint Private Securities, LLC

Jun 30, 22

-66

Lenox Wealth Advisors, LLC

313.37K

Mar 31, 22

-10.26K

0.05%

Meristem Family Wealth, LLC

32.00K

Mar 31, 22

-34.82K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

31.98K

Mar 31, 22

-2.41K

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

1.84K

Mar 31, 22

-236

0.00%

Nauset Wealth Management. LLC

236

Mar 31, 22

+236

0.00%

Quantitative Systematic Strategies LLC

112.70K

Dec 31, 21

0.02%

Clearshares LLC

19.40K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

10.10K

Dec 31, 21

+61

0.00%

JBJ Investment Partners, LLC

6.43K

Dec 31, 21

+6.43K

0.00%

Mosaic Family Wealth, LLC

2.12K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

1.13K

Dec 31, 21

0.00%

Berman Capital Advisors, LLC

118.52K

Sep 30, 21

-9.39K

0.02%

Homrich & Berg

16.07K

Sep 30, 21

-48

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.79K

Sep 30, 21

-82

0.00%

Ameritas Investment Company, LLC

5.60K

Sep 30, 21

+3.86K

0.00%

MANAGED ACCOUNT SERVICES INC

4.31K

Sep 30, 21

+1.00K

0.00%

Sonora Investment Management, LLC

300

Sep 30, 21

+300

0.00%

AdvicePeriod, LLC

114.85K

Jun 30, 21

+7.78K

0.02%

Allegiant Private Advisors, LLC

45.98K

Jun 30, 21

-539

0.01%

FormulaFolio Investments, LLC

9.23K

Jun 30, 21

-373

0.00%

Nachman Norwood & Parrott, Inc

2.91K

Jun 30, 21

+194

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

2.02K

Jun 30, 21

0.00%

Hoover Financial Advisors, Inc.

574

Jun 30, 21

0.00%

TCF National Bank

99.98K

Mar 31, 21

+630

0.02%

Rikoon Group, LLC

10.24K

Mar 31, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

8.53K

Mar 31, 21

+274

0.00%

CAMDEN NATIONAL CORP

3.39K

Mar 31, 21

+3.39K

0.00%

Pinnacle Advisory Group, Inc.

3.01K

Mar 31, 21

+3.01K

0.00%

Paracle Advisors, LLC

Mar 31, 21

-7.84K

Winslow, Evans & Crocker, Inc.

8.76K

Dec 31, 20

+8.25K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

2.45K

Dec 31, 20

0.00%

BAINCO INTERNATIONAL INVESTORS

Dec 31, 20

-3.60K

Stearns Financial Services Group

214.27K

Sep 30, 20

-4.63K

0.04%

CornerStone Partners LLC

54.45K

Sep 30, 20

-36.84K

0.01%

First Allied Advisory Services, Inc.

26.86K

Sep 30, 20

+7.50K

0.00%

NORTHSTAR WEALTH PARTNERS LLC

20.22K

Sep 30, 20

-925

0.00%

FCG ADVISORS, LLC

5.53K

Sep 30, 20

-526

0.00%

Price Wealth, LLC

3.98K

Sep 30, 20

+21

0.00%

Independence Advisors, LLC

3.88K

Sep 30, 20

-138

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

3.23K

Sep 30, 20

+16

0.00%

Cornerstone Advisors, Inc.

2.38K

Sep 30, 20

0.00%

Bernicke Wealth Management, Ltd.

60.09K

Jun 30, 20

-27.83K

0.01%

Argent Wealth Management LLC

3.37K

Jun 30, 20

0.00%

Lenox Wealth Management, Inc.

677

Jun 30, 20

0.00%

PagnatoKarp Partners LLC

11.06K

Mar 31, 20

-2.66K

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

149.43K

Dec 31, 19

+75.85K

0.02%

Advisor Group, Inc.

59.03K

Dec 31, 19

-6.69K

0.01%

CAPITAL ONE, NATIONAL ASSOCIATION

8.07K

Dec 31, 19

+8.07K

0.00%

CIBC BANK USA

7.88K

Dec 31, 19

-65

0.00%

BB&T SECURITIES, LLC

547.62K

Sep 30, 19

-13.18K

0.09%

SUNTRUST BANKS INC

18.11K

Sep 30, 19

+1.53K

0.00%

Guidant Wealth Advisors

10.04K

Sep 30, 19

0.00%

Capital One Investing, Inc.

8.91K

Sep 30, 19

-444

0.00%

Hillview Capital Advisors, LLC

73.37K

Jun 30, 19

-2.49K

0.01%

PERSONAL FINANCIAL CONSULTANTS INC /ADV

20.66K

Jun 30, 19

-20

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

11.24K

Jun 30, 19

+100

0.00%

Planning Solutions Group LLC

4.13K

Jun 30, 19

0.00%

CAPITAL GUARDIAN TRUST CO

177

Jun 30, 19

+10

0.00%

Stokes & Hubbell Capital Management, LLC

69.13K

Mar 31, 19

-2.24K

0.01%

TRUST DEPARTMENT MB FINANCIAL BANK N A

481

Mar 31, 19

+481

0.00%

NEXT Financial Holdings

200

Mar 31, 19

+200

0.00%

Live Your Vision, LLC

150

Mar 31, 19

+23

0.00%

Signature Financial Management, Inc.

241.90K

Dec 31, 18

-435.17K

0.04%

NORTHERN CAPITAL MANAGEMENT LLC

47.62K

Dec 31, 18

+6.89K

0.01%

COMERICA SECURITIES INC

24.30K

Dec 31, 18

-2.40K

0.00%

Lehman Financial Resources, Inc.

73.30K

Sep 30, 18

0.01%

Mariner Wealth Advisors-Cincinnati, LLC

51.68K

Sep 30, 18

+6.54K

0.01%

KHP Capital, LLC

6.00K

Sep 30, 18

-502

0.00%

RAND WEALTH, LLC

3.91K

Sep 30, 18

-4

0.00%

WEALTHFRONT Corp

2.70K

Sep 30, 18

+2.70K

0.00%

Edge Advisors, LLC

2.20K

Jun 30, 18

0.00%

CGOV Asset Management

7.83K

Mar 31, 18

-1.40M

0.00%

SII INVESTMENTS INC/WI

5.90K

Dec 31, 17

-27.74K

0.00%

WealthShield, LLC

4.29K

Dec 31, 17

+4.29K

0.00%

Portfolio Strategies Inc

782

Dec 31, 17

-481

0.00%

BB&T INVESTMENT SERVICES, INC.

304

Dec 31, 17

+304

0.00%

Spruce Investment Advisors LLC

Dec 31, 17

-60

NATIONAL PLANNING CORP

Dec 31, 17

-27.77K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-4.98K

Commonwealth Equity Services, Inc

641.55K

Jun 30, 17

+181.39K

0.10%

WFG Advisors, LP

16.59K

Jun 30, 17

+9.90K

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-11.95K

CT Financial Advisors LLC

6.13K

Mar 31, 17

+279

0.00%

BlackRock Investment Management, LLC

25.79K

Dec 31, 16

+21.16K

0.00%

MSI Financial Services Inc

24.65K

Dec 31, 16

+7.34K

0.00%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

17.00K

Sep 30, 16

+17.00K

0.00%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-30

SOCIETE GENERALE

25.00K

Jun 30, 16

+25.00K

0.00%

VSR Financial Services, Inc.

14.02K

Jun 30, 16

-1.51K

0.00%

SMITH HAYES Advisers, Inc

7.28K

Dec 31, 15

+437

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-250

CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV

88.60K

Sep 30, 15

-89.50K

0.01%

Constellation Wealth Advisors, LLC

55.48K

Sep 30, 15

+3.05K

0.01%

MID CONTINENT CAPITAL LLC/IL

5.89K

Sep 30, 15

-1.66K

0.00%

Highmount Capital, LLC

25.92K

Jun 30, 15

-6.80K

0.00%

MANAGED ACCOUNT ADVISORS LLC

19.37K

Jun 30, 15

+8.99K

0.00%

CONCORD ASSET MANAGEMENT LLC

10.36K

Dec 31, 14

-50

0.00%

SHAPIRO ROBERT N

9.70K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.83K

Dec 31, 14

0.00%

Li Winifred I

Dec 31, 14

+25

0.00%

UBS AG

252.44K

Sep 30, 14

-66.08K

0.04%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

2.54K

Sep 30, 14

0.00%

Long Wharf Investors, Inc.

Jun 30, 14

-3.70K

Signator Financial Services, Inc.

350

Sep 30, 13

0.00%

First Allied Securities, Inc.

3.52K

Jun 30, 12

+388

0.00%