WCMI(WCMI)

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WCMI(WCMI)

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$19.34—

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WCMI(WCMI)

WCMI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 176 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	6.04M	Mar 31, 26	+2.40M	17.27%
FIDUCIARY TRUST CO	3.69M	Mar 31, 26	+938.00K	10.55%
RAYMOND JAMES FINANCIAL INC	3.66M	Mar 31, 26	+426.67K	10.47%
Bank of New York Mellon Corp	2.74M	Mar 31, 26	+285.54K	7.82%
NewEdge Advisors, LLC	2.58M	Mar 31, 26	+373.72K	7.36%
ROYAL BANK OF CANADA	2.45M	Mar 31, 26	+1.29M	6.99%
Koshinski Asset Management, Inc.	1.89M	Mar 31, 26	+319.23K	5.40%
Evergreen Wealth Solutions, LLC	1.55M	Mar 31, 26	+15.65K	4.43%
CWM, LLC	1.54M	Mar 31, 26	+186.35K	4.40%
Janney Montgomery Scott LLC	1.45M	Mar 31, 26	+1.01M	4.14%
ENVESTNET ASSET MANAGEMENT INC	1.33M	Mar 31, 26	+1.04M	3.81%
Ferguson Shapiro LLC	1.21M	Mar 31, 26	+461.23K	3.47%
Prism Advisors, Inc.	1.14M	Mar 31, 26	+5.86K	3.27%
Mariner, LLC	1.06M	Mar 31, 26	+454.03K	3.02%
HighTower Advisors, LLC	1.05M	Mar 31, 26	+423.83K	3.00%
Rockefeller Capital Management L.P.	992.96K	Mar 31, 26	+290.85K	2.84%
NewEdge Wealth, LLC	920.33K	Mar 31, 26	-41.17K	2.63%
Independent Advisor Alliance	905.63K	Mar 31, 26	+892.98K	2.59%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	872.13K	Mar 31, 26	-305.33K	2.49%
Berger Financial Group, Inc	785.93K	Mar 31, 26	+785.93K	2.25%
Beaumont Financial Advisors, LLC	767.26K	Mar 31, 26	-3.65K	2.19%
Parallel Advisors, LLC	744.60K	Mar 31, 26	+738.47K	2.13%
STIFEL FINANCIAL CORP	728.92K	Mar 31, 26	+103.18K	2.08%
IFP Advisors, Inc	603.20K	Mar 31, 26	-14.81K	1.72%
Commonwealth Financial Services, LLC	593.14K	Mar 31, 26	+48.17K	1.70%
Capital Investment Counsel, LLC	585.18K	Mar 31, 26	+28.05K	1.67%
Cetera Investment Advisers	579.29K	Mar 31, 26	-18.69K	1.66%
COMMONWEALTH EQUITY SERVICES, LLC	574.25K	Mar 31, 26	+16.93K	1.64%
SRS Capital Advisors, Inc.	556.18K	Mar 31, 26	+20.34K	1.59%
Kestra Advisory Services, LLC	525.76K	Mar 31, 26	+57.39K	1.50%
ADVISOR GROUP HOLDINGS, INC.	521.47K	Mar 31, 26	+174.56K	1.49%
AXXCESS WEALTH MANAGEMENT, LLC	488.67K	Mar 31, 26	+35.42K	1.40%
Mach-1 Financial Group, LLC	477.33K	Mar 31, 26	+477.33K	1.36%
Steward Partners Investment Advisory, LLC	413.41K	Mar 31, 26	+398.69K	1.18%
Prospera Financial Services Inc	402.72K	Mar 31, 26	-11.08K	1.15%
Oxford Wealth Group, LLC	351.36K	Mar 31, 26	+351.36K	1.00%
Meridian Wealth Management, LLC	338.99K	Mar 31, 26	+14.79K	0.97%
CULLEN/FROST BANKERS, INC.	326.00K	Mar 31, 26	+323.11K	0.93%
Dynamic Advisor Solutions LLC	318.97K	Mar 31, 26	+1.43K	0.91%
Cambridge Investment Research Advisors, Inc.	291.07K	Mar 31, 26	+221.23K	0.83%
HARBOUR INVESTMENTS, INC.	289.65K	Mar 31, 26	+88.73K	0.83%
Chris Bulman Inc	287.77K	Mar 31, 26	+287.77K	0.82%
Philip James Wealth Mangement, LLC	282.27K	Mar 31, 26	-117.14K	0.81%
Farther Finance Advisors, LLC	272.62K	Mar 31, 26	+110.97K	0.78%
Uniting Wealth Partners, LLC	266.26K	Mar 31, 26	+266.26K	0.76%
WILEY BROS.-AINTREE CAPITAL, LLC	241.56K	Mar 31, 26	+241.56K	0.69%
Mutual Advisors, LLC	233.27K	Mar 31, 26	+2.64K	0.67%
Brookstone Capital Management	223.63K	Mar 31, 26	+223.63K	0.64%
Private Wealth Asset Management, LLC	217.38K	Mar 31, 26	+94.05K	0.62%
VestGen Advisors, LLC	210.75K	Mar 31, 26	+210.75K	0.60%
LINCOLN CAPITAL CORP	200.18K	Mar 31, 26	+200.18K	0.57%
Pathstone Holdings, LLC	197.47K	Mar 31, 26	+197.47K	0.56%
MGO ONE SEVEN LLC	197.25K	Mar 31, 26	+117.70K	0.56%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	166.90K	Mar 31, 26	+51.45K	0.48%
DAYMARK WEALTH PARTNERS, LLC	161.11K	Mar 31, 26	+15.35K	0.46%
FIRST NATIONAL TRUST CO	158.33K	Mar 31, 26	-267.50K	0.45%
Cartesian Growth Corp	153.37K	Mar 31, 26	+16.79K	0.44%
INSPIRION WEALTH ADVISORS, LLC	145.65K	Mar 31, 26	+116.62K	0.42%
Symphony Financial, Ltd. Co.	143.38K	Mar 31, 26	+18.89K	0.41%
Golden State Equity Partners	133.42K	Mar 31, 26	+74.09K	0.38%
WESPAC Advisors SoCal, LLC	130.35K	Mar 31, 26	-600.97K	0.37%
Blackhawk Capital Partners LLC.	130.15K	Mar 31, 26	+25.57K	0.37%
Sanctuary Advisors, LLC	121.37K	Mar 31, 26	+74.22K	0.35%
Golden State Wealth Management, LLC	106.06K	Mar 31, 26	-40.90K	0.30%
MML INVESTORS SERVICES, LLC	101.49K	Mar 31, 26	+63.92K	0.29%
Spire Wealth Management	100.87K	Mar 31, 26	+100.87K	0.29%
LEIGH BALDWIN & CO., LLC	100.27K	Mar 31, 26	+100.27K	0.29%
PSI Advisors, LLC	97.47K	Mar 31, 26	+97.47K	0.28%
Advyzon Investment Management, LLC	91.55K	Mar 31, 26	+1.88K	0.26%
Apollon Wealth Management, LLC	83.95K	Mar 31, 26	+21.14K	0.24%
Concurrent Investment Advisors, LLC	79.82K	Mar 31, 26	-29.79K	0.23%
Legacy Capital Wealth Partners, LLC	79.50K	Mar 31, 26	+79.50K	0.23%
FLPUTNAM INVESTMENT MANAGEMENT CO	78.78K	Mar 31, 26	-1.80K	0.23%
Legacy Wealth Managment, LLC/ID	75.41K	Mar 31, 26	+75.41K	0.22%
HBW Advisory Services LLC	74.64K	Mar 31, 26	+9.58K	0.21%
Foundations Investment Advisors, LLC	72.77K	Mar 31, 26	+72.77K	0.21%
INDEPENDENT FINANCIAL GROUP, LLC	70.94K	Mar 31, 26	+24.35K	0.20%
Wealthcare Advisory Partners LLC	70.75K	Mar 31, 26	+11.17K	0.20%
Cambridge Advisors Inc.	70.51K	Mar 31, 26	+1.75K	0.20%
Triumph Capital Management	65.00K	Mar 31, 26	--	0.19%
Private Advisor Group, LLC	64.64K	Mar 31, 26	+64.64K	0.18%
WORLD EQUITY GROUP, INC.	64.13K	Mar 31, 26	+1.07K	0.18%
Garden State Investment Advisory Services LLC	60.11K	Mar 31, 26	+27.68K	0.17%
BKA Wealth Consulting, Inc.	58.45K	Mar 31, 26	+26.26K	0.17%
Advisory Services Network, LLC	56.77K	Mar 31, 26	+56.77K	0.16%
Wisconsin Wealth Advisors, LLC	54.88K	Mar 31, 26	+1.77K	0.16%
GTS SECURITIES LLC	54.35K	Mar 31, 26	+54.35K	0.16%
Meadow Creek Wealth Advisors LLC	53.17K	Mar 31, 26	+27.43K	0.15%
CAPTRUST FINANCIAL ADVISORS	48.25K	Mar 31, 26	--	0.14%
Waverly Advisors, LLC	47.85K	Mar 31, 26	+4.70K	0.14%
Advisor OS, LLC	46.49K	Mar 31, 26	+10.03K	0.13%
American Institute for Advanced Investment Management, LLP	45.09K	Mar 31, 26	+1.49K	0.13%
BARRETT & COMPANY, INC.	44.31K	Mar 31, 26	+8.21K	0.13%
FIFTH THIRD SECURITIES, INC.	39.34K	Mar 31, 26	-1.33K	0.11%
RPS ADVISORY SOLUTIONS LLC	38.33K	Mar 31, 26	+38.33K	0.11%
Jefferies Financial Group Inc.	38.27K	Mar 31, 26	+38.27K	0.11%
Harvest Investment Services, LLC	37.74K	Mar 31, 26	--	0.11%
BENJAMIN EDWARDS INC	37.54K	Mar 31, 26	+12.30K	0.11%
Betterment LLC	36.28K	Mar 31, 26	+36.28K	0.10%
PARSONS CAPITAL MANAGEMENT INC/RI	35.64K	Mar 31, 26	+300	0.10%
AMERIPRISE FINANCIAL INC	34.12K	Mar 31, 26	+34.12K	0.10%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	32.95K	Mar 31, 26	+2.87K	0.09%
Dakota Wealth Management	32.94K	Mar 31, 26	+32.94K	0.09%
WILLNER & HELLER, LLC	32.24K	Mar 31, 26	+13.90K	0.09%
Equitable Holdings, Inc.	29.76K	Mar 31, 26	+29.76K	0.09%
JPMORGAN CHASE & CO	29.58K	Mar 31, 26	+29.58K	0.08%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	24.76K	Mar 31, 26	+10.74K	0.07%
Strategic Blueprint, LLC	24.11K	Mar 31, 26	-131	0.07%
HRT FINANCIAL LP	24.01K	Mar 31, 26	+24.01K	0.07%
Gateway Wealth Partners, LLC	23.65K	Mar 31, 26	+23.65K	0.07%
Lido Advisors, LLC	22.86K	Mar 31, 26	--	0.07%
Triad Wealth Partners, LLC	22.85K	Mar 31, 26	-4.68K	0.07%
Stratos Wealth Partners, LTD.	22.13K	Mar 31, 26	+22.13K	0.06%
JANE STREET GROUP, LLC	21.62K	Mar 31, 26	-99.95K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	20.21K	Mar 31, 26	+13.29K	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	19.23K	Mar 31, 26	+7.32K	0.05%
Aptus Capital Advisors, LLC	18.35K	Mar 31, 26	+18.35K	0.05%
Atria Investments, Inc	17.99K	Mar 31, 26	+17.99K	0.05%
Cornerstone Wealth Management, LLC	17.65K	Mar 31, 26	--	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.83K	Mar 31, 26	+14.69K	0.05%
PRINCIPAL SECURITIES, INC.	16.45K	Mar 31, 26	+16.45K	0.05%
WOODWARD DIVERSIFIED CAPITAL, LLC	16.31K	Mar 31, 26	+4.41K	0.05%
Optivise Advisory Services LLC	15.47K	Mar 31, 26	+195	0.04%
GENTRY PRIVATE WEALTH, LLC	15.22K	Mar 31, 26	+1.10K	0.04%
CALTON & ASSOCIATES, INC.	15.13K	Mar 31, 26	-187	0.04%
Opal Wealth Advisors, LLC	15.06K	Mar 31, 26	+15.06K	0.04%
MACROVIEW INVESTMENT MANAGEMENT LLC	14.42K	Mar 31, 26	+14.42K	0.04%
Clear Creek Financial Management, LLC	13.98K	Mar 31, 26	+13.98K	0.04%
MANCHESTER FINANCIAL INC	13.90K	Mar 31, 26	+13.90K	0.04%
INSIGNEO ADVISORY SERVICES, LLC	13.10K	Mar 31, 26	+13.10K	0.04%
D. E. Shaw & Co., Inc.	12.65K	Mar 31, 26	--	0.04%
Clear Point Advisors Inc.	12.34K	Mar 31, 26	--	0.04%
Quartz Partners, LLC	11.80K	Mar 31, 26	+11.80K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.92K	Mar 31, 26	+10.92K	0.03%
RFG Advisory, LLC	10.64K	Mar 31, 26	+10.64K	0.03%
CRUX WEALTH ADVISORS	10.26K	Mar 31, 26	--	0.03%
Integrity Financial Corp /WA	9.16K	Mar 31, 26	+8.00K	0.03%
Lloyd Advisory Services, LLC.	6.39K	Mar 31, 26	+6.39K	0.02%
Kingdom Financial Group LLC.	6.39K	Mar 31, 26	-4.08K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.98K	Mar 31, 26	-1.38K	0.02%
Topsail Wealth Management, LLC	3.60K	Mar 31, 26	+3.45K	0.01%
GoalVest Advisory LLC	2.21K	Mar 31, 26	+1.58K	0.01%
Gen-Wealth Partners Inc	1.79K	Mar 31, 26	+1.79K	0.01%
Millstone Evans Group, LLC	1.73K	Mar 31, 26	-1.50K	0.00%
PRIVATE TRUST CO NA	1.72K	Mar 31, 26	--	0.00%
Archer Investment Corp	1.50K	Mar 31, 26	+1.50K	0.00%
AE Wealth Management LLC	1.35K	Mar 31, 26	+1.35K	0.00%
Western Wealth Management, LLC	1.29K	Mar 31, 26	+1.29K	0.00%
Smartleaf Asset Management LLC	933	Mar 31, 26	+933	0.00%
Geneos Wealth Management Inc.	850	Mar 31, 26	+850	0.00%
US BANCORP \DE\	704	Mar 31, 26	+704	0.00%
NBC SECURITIES, INC.	650	Mar 31, 26	+650	0.00%
MORGAN STANLEY	643	Mar 31, 26	+643	0.00%
DHJJ Financial Advisors, Ltd.	573	Mar 31, 26	+573	0.00%
First Command Advisory Services, Inc.	409	Mar 31, 26	+409	0.00%
Fountainhead AM, LLC	329	Mar 31, 26	-46	0.00%
Comprehensive Financial Planning, Inc./PA	277	Mar 31, 26	+277	0.00%
WELLS FARGO & COMPANY/MN	257	Mar 31, 26	-14.27K	0.00%
HAZLETT, BURT & WATSON, INC.	176	Mar 31, 26	+56	0.00%
FMR LLC	157	Mar 31, 26	+157	0.00%
MAI Capital Management	119	Mar 31, 26	--	0.00%
UBS Group AG	27	Mar 31, 26	+27	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-27.89K	--
AdvisorNet Financial, Inc	--	Mar 31, 26	-206	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-1.20M	--
IFG Advisory, LLC	--	Mar 31, 26	-14.42K	--
Financial Gravity Asset Management, Inc.	--	Mar 31, 26	-1.48K	--
Compass Financial Services Inc	--	Mar 31, 26	-50	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-92.46K	--
Main Street Financial Solutions, LLC	31.65K	Dec 31, 25	+8.65K	0.09%
McCarthy & Cox	26.46K	Dec 31, 25	-1.52M	0.08%
TUCKER ASSET MANAGEMENT LLC	1.89K	Dec 31, 25	+355	0.01%
Global Retirement Partners, LLC	1.51K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-21.12K	--
SYNOVUS FINANCIAL CORP	10.12K	Sep 30, 25	+10.12K	0.03%
AVANTAX ADVISORY SERVICES, INC.	20.23K	Jun 30, 25	+7.22K	0.06%

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Holder

Date

Change

% Held

LPL Financial LLC

6.04M

Mar 31, 26

+2.40M

17.27%

FIDUCIARY TRUST CO

3.69M

Mar 31, 26

+938.00K

10.55%

RAYMOND JAMES FINANCIAL INC

3.66M

Mar 31, 26

+426.67K

10.47%

Bank of New York Mellon Corp

2.74M

Mar 31, 26

+285.54K

7.82%

NewEdge Advisors, LLC

2.58M

Mar 31, 26

+373.72K

7.36%

ROYAL BANK OF CANADA

2.45M

Mar 31, 26

+1.29M

6.99%

Koshinski Asset Management, Inc.

1.89M

Mar 31, 26

+319.23K

5.40%

Evergreen Wealth Solutions, LLC

1.55M

Mar 31, 26

+15.65K

4.43%

CWM, LLC

1.54M

Mar 31, 26

+186.35K

4.40%

Janney Montgomery Scott LLC

1.45M

Mar 31, 26

+1.01M

4.14%

ENVESTNET ASSET MANAGEMENT INC

1.33M

Mar 31, 26

+1.04M

3.81%

Ferguson Shapiro LLC

1.21M

Mar 31, 26

+461.23K

3.47%

Prism Advisors, Inc.

1.14M

Mar 31, 26

+5.86K

3.27%

Mariner, LLC

1.06M

Mar 31, 26

+454.03K

3.02%

HighTower Advisors, LLC

1.05M

Mar 31, 26

+423.83K

3.00%

Rockefeller Capital Management L.P.

992.96K

Mar 31, 26

+290.85K

2.84%

NewEdge Wealth, LLC

920.33K

Mar 31, 26

-41.17K

2.63%

Independent Advisor Alliance

905.63K

Mar 31, 26

+892.98K

2.59%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

872.13K

Mar 31, 26

-305.33K

2.49%

Berger Financial Group, Inc

785.93K

Mar 31, 26

+785.93K

2.25%

Beaumont Financial Advisors, LLC

767.26K

Mar 31, 26

-3.65K

2.19%

Parallel Advisors, LLC

744.60K

Mar 31, 26

+738.47K

2.13%

STIFEL FINANCIAL CORP

728.92K

Mar 31, 26

+103.18K

2.08%

IFP Advisors, Inc

603.20K

Mar 31, 26

-14.81K

1.72%

Commonwealth Financial Services, LLC

593.14K

Mar 31, 26

+48.17K

1.70%

Capital Investment Counsel, LLC

585.18K

Mar 31, 26

+28.05K

1.67%

Cetera Investment Advisers

579.29K

Mar 31, 26

-18.69K

1.66%

COMMONWEALTH EQUITY SERVICES, LLC

574.25K

Mar 31, 26

+16.93K

1.64%

SRS Capital Advisors, Inc.

556.18K

Mar 31, 26

+20.34K

1.59%

Kestra Advisory Services, LLC

525.76K

Mar 31, 26

+57.39K

1.50%

ADVISOR GROUP HOLDINGS, INC.

521.47K

Mar 31, 26

+174.56K

1.49%

AXXCESS WEALTH MANAGEMENT, LLC

488.67K

Mar 31, 26

+35.42K

1.40%

Mach-1 Financial Group, LLC

477.33K

Mar 31, 26

+477.33K

1.36%

Steward Partners Investment Advisory, LLC

413.41K

Mar 31, 26

+398.69K

1.18%

Prospera Financial Services Inc

402.72K

Mar 31, 26

-11.08K

1.15%

Oxford Wealth Group, LLC

351.36K

Mar 31, 26

+351.36K

1.00%

Meridian Wealth Management, LLC

338.99K

Mar 31, 26

+14.79K

0.97%

CULLEN/FROST BANKERS, INC.

326.00K

Mar 31, 26

+323.11K

0.93%

Dynamic Advisor Solutions LLC

318.97K

Mar 31, 26

+1.43K

0.91%

Cambridge Investment Research Advisors, Inc.

291.07K

Mar 31, 26

+221.23K

0.83%

HARBOUR INVESTMENTS, INC.

289.65K

Mar 31, 26

+88.73K

0.83%

Chris Bulman Inc

287.77K

Mar 31, 26

+287.77K

0.82%

Philip James Wealth Mangement, LLC

282.27K

Mar 31, 26

-117.14K

0.81%

Farther Finance Advisors, LLC

272.62K

Mar 31, 26

+110.97K

0.78%

Uniting Wealth Partners, LLC

266.26K

Mar 31, 26

+266.26K

0.76%

WILEY BROS.-AINTREE CAPITAL, LLC

241.56K

Mar 31, 26

+241.56K

0.69%

Mutual Advisors, LLC

233.27K

Mar 31, 26

+2.64K

0.67%

Brookstone Capital Management

223.63K

Mar 31, 26

+223.63K

0.64%

Private Wealth Asset Management, LLC

217.38K

Mar 31, 26

+94.05K

0.62%

VestGen Advisors, LLC

210.75K

Mar 31, 26

+210.75K

0.60%

LINCOLN CAPITAL CORP

200.18K

Mar 31, 26

+200.18K

0.57%

Pathstone Holdings, LLC

197.47K

Mar 31, 26

+197.47K

0.56%

MGO ONE SEVEN LLC

197.25K

Mar 31, 26

+117.70K

0.56%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

166.90K

Mar 31, 26

+51.45K

0.48%

DAYMARK WEALTH PARTNERS, LLC

161.11K

Mar 31, 26

+15.35K

0.46%

FIRST NATIONAL TRUST CO

158.33K

Mar 31, 26

-267.50K

0.45%

Cartesian Growth Corp

153.37K

Mar 31, 26

+16.79K

0.44%

INSPIRION WEALTH ADVISORS, LLC

145.65K

Mar 31, 26

+116.62K

0.42%

Symphony Financial, Ltd. Co.

143.38K

Mar 31, 26

+18.89K

0.41%

Golden State Equity Partners

133.42K

Mar 31, 26

+74.09K

0.38%

WESPAC Advisors SoCal, LLC

130.35K

Mar 31, 26

-600.97K

0.37%

Blackhawk Capital Partners LLC.

130.15K

Mar 31, 26

+25.57K

0.37%

Sanctuary Advisors, LLC

121.37K

Mar 31, 26

+74.22K

0.35%

Golden State Wealth Management, LLC

106.06K

Mar 31, 26

-40.90K

0.30%

MML INVESTORS SERVICES, LLC

101.49K

Mar 31, 26

+63.92K

0.29%

Spire Wealth Management

100.87K

Mar 31, 26

+100.87K

0.29%

LEIGH BALDWIN & CO., LLC

100.27K

Mar 31, 26

+100.27K

0.29%

PSI Advisors, LLC

97.47K

Mar 31, 26

+97.47K

0.28%

Advyzon Investment Management, LLC

91.55K

Mar 31, 26

+1.88K

0.26%

Apollon Wealth Management, LLC

83.95K

Mar 31, 26

+21.14K

0.24%

Concurrent Investment Advisors, LLC

79.82K

Mar 31, 26

-29.79K

0.23%

Legacy Capital Wealth Partners, LLC

79.50K

Mar 31, 26

+79.50K

0.23%

FLPUTNAM INVESTMENT MANAGEMENT CO

78.78K

Mar 31, 26

-1.80K

0.23%

Legacy Wealth Managment, LLC/ID

75.41K

Mar 31, 26

+75.41K

0.22%

HBW Advisory Services LLC

74.64K

Mar 31, 26

+9.58K

0.21%

Foundations Investment Advisors, LLC

72.77K

Mar 31, 26

+72.77K

0.21%

INDEPENDENT FINANCIAL GROUP, LLC

70.94K

Mar 31, 26

+24.35K

0.20%

Wealthcare Advisory Partners LLC

70.75K

Mar 31, 26

+11.17K

0.20%

Cambridge Advisors Inc.

70.51K

Mar 31, 26

+1.75K

0.20%

Triumph Capital Management

65.00K

Mar 31, 26

0.19%

Private Advisor Group, LLC

64.64K

Mar 31, 26

+64.64K

0.18%

WORLD EQUITY GROUP, INC.

64.13K

Mar 31, 26

+1.07K

0.18%

Garden State Investment Advisory Services LLC

60.11K

Mar 31, 26

+27.68K

0.17%

BKA Wealth Consulting, Inc.

58.45K

Mar 31, 26

+26.26K

0.17%

Advisory Services Network, LLC

56.77K

Mar 31, 26

+56.77K

0.16%

Wisconsin Wealth Advisors, LLC

54.88K

Mar 31, 26

+1.77K

0.16%

GTS SECURITIES LLC

54.35K

Mar 31, 26

+54.35K

0.16%

Meadow Creek Wealth Advisors LLC

53.17K

Mar 31, 26

+27.43K

0.15%

CAPTRUST FINANCIAL ADVISORS

48.25K

Mar 31, 26

0.14%

Waverly Advisors, LLC

47.85K

Mar 31, 26

+4.70K

0.14%

Advisor OS, LLC

46.49K

Mar 31, 26

+10.03K

0.13%

American Institute for Advanced Investment Management, LLP

45.09K

Mar 31, 26

+1.49K

0.13%

BARRETT & COMPANY, INC.

44.31K

Mar 31, 26

+8.21K

0.13%

FIFTH THIRD SECURITIES, INC.

39.34K

Mar 31, 26

-1.33K

0.11%

RPS ADVISORY SOLUTIONS LLC

38.33K

Mar 31, 26

+38.33K

0.11%

Jefferies Financial Group Inc.

38.27K

Mar 31, 26

+38.27K

0.11%

Harvest Investment Services, LLC

37.74K

Mar 31, 26

0.11%

BENJAMIN EDWARDS INC

37.54K

Mar 31, 26

+12.30K

0.11%

Betterment LLC

36.28K

Mar 31, 26

+36.28K

0.10%

PARSONS CAPITAL MANAGEMENT INC/RI

35.64K

Mar 31, 26

+300

0.10%

AMERIPRISE FINANCIAL INC

34.12K

Mar 31, 26

+34.12K

0.10%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

32.95K

Mar 31, 26

+2.87K

0.09%

Dakota Wealth Management

32.94K

Mar 31, 26

+32.94K

0.09%

WILLNER & HELLER, LLC

32.24K

Mar 31, 26

+13.90K

0.09%

Equitable Holdings, Inc.

29.76K

Mar 31, 26

+29.76K

0.09%

JPMORGAN CHASE & CO

29.58K

Mar 31, 26

+29.58K

0.08%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

24.76K

Mar 31, 26

+10.74K

0.07%

Strategic Blueprint, LLC

24.11K

Mar 31, 26

-131

0.07%

HRT FINANCIAL LP

24.01K

Mar 31, 26

+24.01K

0.07%

Gateway Wealth Partners, LLC

23.65K

Mar 31, 26

+23.65K

0.07%

Lido Advisors, LLC

22.86K

Mar 31, 26

0.07%

Triad Wealth Partners, LLC

22.85K

Mar 31, 26

-4.68K

0.07%

Stratos Wealth Partners, LTD.

22.13K

Mar 31, 26

+22.13K

0.06%

JANE STREET GROUP, LLC

21.62K

Mar 31, 26

-99.95K

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

20.21K

Mar 31, 26

+13.29K

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

19.23K

Mar 31, 26

+7.32K

0.05%

Aptus Capital Advisors, LLC

18.35K

Mar 31, 26

+18.35K

0.05%

Atria Investments, Inc

17.99K

Mar 31, 26

+17.99K

0.05%

Cornerstone Wealth Management, LLC

17.65K

Mar 31, 26

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

16.83K

Mar 31, 26

+14.69K

0.05%

PRINCIPAL SECURITIES, INC.

16.45K

Mar 31, 26

+16.45K

0.05%

WOODWARD DIVERSIFIED CAPITAL, LLC

16.31K

Mar 31, 26

+4.41K

0.05%

Optivise Advisory Services LLC

15.47K

Mar 31, 26

+195

0.04%

GENTRY PRIVATE WEALTH, LLC

15.22K

Mar 31, 26

+1.10K

0.04%

CALTON & ASSOCIATES, INC.

15.13K

Mar 31, 26

-187

0.04%

Opal Wealth Advisors, LLC

15.06K

Mar 31, 26

+15.06K

0.04%

MACROVIEW INVESTMENT MANAGEMENT LLC

14.42K

Mar 31, 26

+14.42K

0.04%

Clear Creek Financial Management, LLC

13.98K

Mar 31, 26

+13.98K

0.04%

MANCHESTER FINANCIAL INC

13.90K

Mar 31, 26

+13.90K

0.04%

INSIGNEO ADVISORY SERVICES, LLC

13.10K

Mar 31, 26

+13.10K

0.04%

D. E. Shaw & Co., Inc.

12.65K

Mar 31, 26

0.04%

Clear Point Advisors Inc.

12.34K

Mar 31, 26

0.04%

Quartz Partners, LLC

11.80K

Mar 31, 26

+11.80K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.92K

Mar 31, 26

+10.92K

0.03%

RFG Advisory, LLC

10.64K

Mar 31, 26

+10.64K

0.03%

CRUX WEALTH ADVISORS

10.26K

Mar 31, 26

0.03%

Integrity Financial Corp /WA

9.16K

Mar 31, 26

+8.00K

0.03%

Lloyd Advisory Services, LLC.

6.39K

Mar 31, 26

+6.39K

0.02%

Kingdom Financial Group LLC.

6.39K

Mar 31, 26

-4.08K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.98K

Mar 31, 26

-1.38K

0.02%

Topsail Wealth Management, LLC

3.60K

Mar 31, 26

+3.45K

0.01%

GoalVest Advisory LLC

2.21K

Mar 31, 26

+1.58K

0.01%

Gen-Wealth Partners Inc

1.79K

Mar 31, 26

+1.79K

0.01%

Millstone Evans Group, LLC

1.73K

Mar 31, 26

-1.50K

0.00%

PRIVATE TRUST CO NA

1.72K

Mar 31, 26

0.00%

Archer Investment Corp

1.50K

Mar 31, 26

+1.50K

0.00%

AE Wealth Management LLC

1.35K

Mar 31, 26

+1.35K

0.00%

Western Wealth Management, LLC

1.29K

Mar 31, 26

+1.29K

0.00%

Smartleaf Asset Management LLC

933

Mar 31, 26

+933

0.00%

Geneos Wealth Management Inc.

850

Mar 31, 26

+850

0.00%

US BANCORP \DE\

704

Mar 31, 26

+704

0.00%

NBC SECURITIES, INC.

650

Mar 31, 26

+650

0.00%

MORGAN STANLEY

643

Mar 31, 26

+643

0.00%

DHJJ Financial Advisors, Ltd.

573

Mar 31, 26

+573

0.00%

First Command Advisory Services, Inc.

409

Mar 31, 26

+409

0.00%

Fountainhead AM, LLC

329

Mar 31, 26

-46

0.00%

Comprehensive Financial Planning, Inc./PA

277

Mar 31, 26

+277

0.00%

WELLS FARGO & COMPANY/MN

257

Mar 31, 26

-14.27K

0.00%

HAZLETT, BURT & WATSON, INC.

176

Mar 31, 26

+56

0.00%

FMR LLC

157

Mar 31, 26

+157

0.00%

MAI Capital Management

119

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

+27

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-27.89K

AdvisorNet Financial, Inc

Mar 31, 26

-206

CITADEL ADVISORS LLC

Mar 31, 26

-1.20M

IFG Advisory, LLC

Mar 31, 26

-14.42K

Financial Gravity Asset Management, Inc.

Mar 31, 26

-1.48K

Compass Financial Services Inc

Mar 31, 26

-50

Coppell Advisory Solutions LLC

Mar 31, 26

-92.46K

Main Street Financial Solutions, LLC

31.65K

Dec 31, 25

+8.65K

0.09%

McCarthy & Cox

26.46K

Dec 31, 25

-1.52M

0.08%

TUCKER ASSET MANAGEMENT LLC

1.89K

Dec 31, 25

+355

0.01%

Global Retirement Partners, LLC

1.51K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-21.12K

SYNOVUS FINANCIAL CORP

10.12K

Sep 30, 25

+10.12K

0.03%

AVANTAX ADVISORY SERVICES, INC.

20.23K

Jun 30, 25

+7.22K

0.06%