Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CX Institutional | 116.97K | Sep 30, 26 | +116.56K | 1.10% |
| Roxbury Financial LLC | 307 | Sep 30, 26 | +1 | 0.00% |
| MORGAN STANLEY | 636.37K | Jun 30, 26 | +3.77K | 5.98% |
| Cambridge Investment Research Advisors, Inc. | 484.53K | Jun 30, 26 | +7.33K | 4.55% |
| LPL Financial LLC | 461.22K | Jun 30, 26 | +1.52K | 4.33% |
| UBS Group AG | 289.74K | Jun 30, 26 | -341 | 2.72% |
| Brookstone Capital Management | 276.56K | Jun 30, 26 | -29.87K | 2.60% |
| DORVAL Corp | 266.27K | Jun 30, 26 | +4.54K | 2.50% |
| ENVESTNET ASSET MANAGEMENT INC | 225.62K | Jun 30, 26 | -28.32K | 2.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 200.86K | Jun 30, 26 | -3.59K | 1.89% |
| RAYMOND JAMES FINANCIAL INC | 181.34K | Jun 30, 26 | -708 | 1.70% |
| AMERIPRISE FINANCIAL INC | 173.96K | Jun 30, 26 | -9.81K | 1.63% |
| JONES FINANCIAL COMPANIES LLLP | 163.37K | Jun 30, 26 | +7.55K | 1.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 160.36K | Jun 30, 26 | -11.60K | 1.51% |
| Merit Financial Group, LLC | 152.06K | Jun 30, 26 | +7.54K | 1.43% |
| PFS Partners, LLC | 134.08K | Jun 30, 26 | +3.25K | 1.26% |
| Cetera Investment Advisers | 112.98K | Jun 30, 26 | +7.91K | 1.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 107.60K | Jun 30, 26 | -1.59K | 1.01% |
| BANK OF AMERICA CORP /DE/ | 103.18K | Jun 30, 26 | -16.05K | 0.97% |
| WELLS FARGO & COMPANY/MN | 81.63K | Jun 30, 26 | -4.22K | 0.77% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79.33K | Jun 30, 26 | +4.14K | 0.75% |
| Kestra Advisory Services, LLC | 76.02K | Jun 30, 26 | +62.83K | 0.71% |
| ROYAL BANK OF CANADA | 73.85K | Jun 30, 26 | +6.15K | 0.69% |
| ProVise Management Group, LLC | 66.25K | Jun 30, 26 | -6.16K | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 62.45K | Jun 30, 26 | -187 | 0.59% |
| HARBOUR INVESTMENTS, INC. | 49.87K | Jun 30, 26 | -619 | 0.47% |
| LMCG INVESTMENTS, LLC | 49.06K | Jun 30, 26 | +760 | 0.46% |
| MML INVESTORS SERVICES, LLC | 42.75K | Jun 30, 26 | +2.73K | 0.40% |
| HighTower Advisors, LLC | 41.62K | Jun 30, 26 | +150 | 0.39% |
| Prime Capital Investment Advisors, LLC | 40.28K | Jun 30, 26 | -60 | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 36.50K | Jun 30, 26 | -- | 0.34% |
| SRS Capital Advisors, Inc. | 36.05K | Jun 30, 26 | +34.52K | 0.34% |
| Johnson & White Wealth Management, LLC | 33.07K | Jun 30, 26 | -991 | 0.31% |
| STIFEL FINANCIAL CORP | 31.27K | Jun 30, 26 | +1.79K | 0.29% |
| Private Advisor Group, LLC | 28.78K | Jun 30, 26 | +14.92K | 0.27% |
| Three Bearings Fiduciary Advisors, Inc. | 26.36K | Jun 30, 26 | -3.02K | 0.25% |
| Investment Partners Asset Management, Inc. | 24.69K | Jun 30, 26 | +636 | 0.23% |
| JFS WEALTH ADVISORS, LLC | 20.66K | Jun 30, 26 | -458 | 0.19% |
| Golden State Wealth Management, LLC | 20.01K | Jun 30, 26 | -78 | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 19.64K | Jun 30, 26 | -1.12K | 0.18% |
| Equitable Holdings, Inc. | 19.35K | Jun 30, 26 | -818 | 0.18% |
| CALTON & ASSOCIATES, INC. | 19.11K | Jun 30, 26 | -4.25K | 0.18% |
| Tempo Wealth, LLC | 18.85K | Jun 30, 26 | -118 | 0.18% |
| Avestar Capital, LLC | 16.59K | Jun 30, 26 | +1.03K | 0.16% |
| MorganRosel Wealth Management, LLC | 16.46K | Jun 30, 26 | +2.23K | 0.15% |
| Arkadios Wealth Advisors | 15.68K | Jun 30, 26 | -464 | 0.15% |
| Janney Montgomery Scott LLC | 15.24K | Jun 30, 26 | +5 | 0.14% |
| Mariner, LLC | 15.02K | Jun 30, 26 | -18.95K | 0.14% |
| 1900 WEALTH MANAGEMENT LLC | 14.28K | Jun 30, 26 | -945 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 13.99K | Jun 30, 26 | -70 | 0.13% |
| Visionary Wealth Advisors | 13.81K | Jun 30, 26 | -20 | 0.13% |
| Clear Creek Financial Management, LLC | 12.96K | Jun 30, 26 | -1.16K | 0.12% |
| Snowden Capital Advisors LLC | 11.91K | Jun 30, 26 | -73 | 0.11% |
| Daiwa Securities Group Inc. | 11.50K | Jun 30, 26 | +400 | 0.11% |
| FMR LLC | 11.12K | Jun 30, 26 | +2.70K | 0.10% |
| Portland Financial Advisors Inc | 11.09K | Jun 30, 26 | -- | 0.10% |
| Brinker Capital Investments, LLC | 10.98K | Jun 30, 26 | -381 | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 10.91K | Jun 30, 26 | -127 | 0.10% |
| CITIGROUP INC | 10.63K | Jun 30, 26 | -471 | 0.10% |
| Well Done, LLC | 10.49K | Jun 30, 26 | -193 | 0.10% |
| Waverly Advisors, LLC | 10.40K | Jun 30, 26 | +60 | 0.10% |
| Prosperity Consulting Group, LLC | 10.23K | Jun 30, 26 | -- | 0.10% |
| Sculati Wealth Management, LLC | 10.20K | Jun 30, 26 | -77 | 0.10% |
| Essex Financial Services, Inc. | 10.01K | Jun 30, 26 | -668 | 0.09% |
| Baird Financial Group, Inc. | 9.40K | Jun 30, 26 | -4.91K | 0.09% |
| J.W. COLE ADVISORS, INC. | 9.31K | Jun 30, 26 | -64 | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.16K | Jun 30, 26 | -705 | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 8.85K | Jun 30, 26 | -- | 0.08% |
| COMMERCE BANK | 8.79K | Jun 30, 26 | -1.51K | 0.08% |
| CHOREO, LLC | 8.61K | Jun 30, 26 | -742 | 0.08% |
| CITADEL ADVISORS LLC | 8.36K | Jun 30, 26 | +8.36K | 0.08% |
| Spectrum Wealth Advisory Group, LLC | 8.23K | Jun 30, 26 | +5 | 0.08% |
| Syntegra Private Wealth Group, LLC | 7.98K | Jun 30, 26 | -- | 0.07% |
| Wealthcare Advisory Partners LLC | 7.89K | Jun 30, 26 | -150 | 0.07% |
| Petix & Botte Co | 7.73K | Jun 30, 26 | +2 | 0.07% |
| Destiny Capital Corp/CO | 7.66K | Jun 30, 26 | -683 | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.65K | Jun 30, 26 | +78 | 0.07% |
| SHEETS SMITH WEALTH MANAGEMENT | 7.60K | Jun 30, 26 | -1.39K | 0.07% |
| ERn Financial, LLC | 7.46K | Jun 30, 26 | -817 | 0.07% |
| GOLDMAN SACHS GROUP INC | 7.45K | Jun 30, 26 | -4.45K | 0.07% |
| Cerity Partners LLC | 7.20K | Jun 30, 26 | +3.07K | 0.07% |
| Synergy Investment Management, LLC | 7.09K | Jun 30, 26 | -973 | 0.07% |
| CreativeOne Wealth, LLC | 6.85K | Jun 30, 26 | -11.63K | 0.06% |
| Dynamic Advisor Solutions LLC | 6.70K | Jun 30, 26 | +2 | 0.06% |
| Avant Capital LLC | 6.61K | Jun 30, 26 | -1.43K | 0.06% |
| Jacobi Capital Management LLC | 6.60K | Jun 30, 26 | +47 | 0.06% |
| Ashton Thomas Private Wealth, LLC | 6.58K | Jun 30, 26 | +16 | 0.06% |
| Creative Planning | 6.53K | Jun 30, 26 | +645 | 0.06% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.50K | Jun 30, 26 | +191 | 0.06% |
| HRT FINANCIAL LP | 6.38K | Jun 30, 26 | +6.38K | 0.06% |
| PETRA FINANCIAL ADVISORS INC | 6.25K | Jun 30, 26 | +15 | 0.06% |
| AXXCESS WEALTH MANAGEMENT, LLC | 6.24K | Jun 30, 26 | +6.24K | 0.06% |
| Atlas Legacy Advisors, LLC | 6.24K | Jun 30, 26 | +659 | 0.06% |
| Accel Wealth Management | 6.24K | Jun 30, 26 | +31 | 0.06% |
| Dana Investment Advisors, Inc. | 6.11K | Jun 30, 26 | -- | 0.06% |
| Harvest Investment Services, LLC | 5.96K | Jun 30, 26 | -103 | 0.06% |
| MONEYWISE, INC. | 5.91K | Jun 30, 26 | -858 | 0.06% |
| Inspire Advisors, LLC | 5.87K | Jun 30, 26 | -207 | 0.06% |
| SUMMIT WEALTH GROUP LLC / CO | 5.62K | Jun 30, 26 | +9 | 0.05% |
| FIFTH THIRD BANCORP | 5.60K | Jun 30, 26 | -32 | 0.05% |
| Whitaker-Myers Wealth Managers, LTD. | 5.55K | Jun 30, 26 | -469 | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 5.54K | Jun 30, 26 | +5.54K | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.41K | Jun 30, 26 | +12 | 0.05% |
| Commonwealth Financial Services, LLC | 5.19K | Jun 30, 26 | -- | 0.05% |
| D.A. DAVIDSON & CO. | 5.19K | Jun 30, 26 | +328 | 0.05% |
| PARK AVENUE SECURITIES LLC | 5.19K | Jun 30, 26 | -275 | 0.05% |
| JPMORGAN CHASE & CO | 4.96K | Jun 30, 26 | -1 | 0.05% |
| Strategic Equity Management | 4.93K | Jun 30, 26 | -858 | 0.05% |
| Rockefeller Capital Management L.P. | 4.91K | Jun 30, 26 | -- | 0.05% |
| MAI Capital Management | 4.74K | Jun 30, 26 | +559 | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.67K | Jun 30, 26 | +26 | 0.04% |
| Resources Investment Advisors, LLC. | 4.59K | Jun 30, 26 | +1 | 0.04% |
| Pacific Center for Financial Services | 4.46K | Jun 30, 26 | +21 | 0.04% |
| High Net Worth Advisory Group LLC | 4.45K | Jun 30, 26 | -- | 0.04% |
| Legacy Trust | 4.41K | Jun 30, 26 | -- | 0.04% |
| Meridian Financial, LLC | 4.41K | Jun 30, 26 | -- | 0.04% |
| ATX Financial Planning, LLC | 4.38K | Jun 30, 26 | -- | 0.04% |
| TopTier Wealth Management, LLC | 4.34K | Jun 30, 26 | -271 | 0.04% |
| Sensible Money, LLC | 4.28K | Jun 30, 26 | -- | 0.04% |
| Asset Dedication, LLC | 4.28K | Jun 30, 26 | -- | 0.04% |
| Pinnacle Bancorp, Inc. | 4.20K | Jun 30, 26 | -- | 0.04% |
| Trilogy Capital Inc. | 4.07K | Jun 30, 26 | -- | 0.04% |
| Summit Financial, LLC | 4.00K | Jun 30, 26 | +2 | 0.04% |
| HighPoint Advisor Group LLC | 3.85K | Jun 30, 26 | +11 | 0.04% |
| ROCKY MOUNTAIN ADVISERS, LLC | 3.45K | Jun 30, 26 | -- | 0.03% |
| Kingsview Wealth Management, LLC | 3.21K | Jun 30, 26 | +3.21K | 0.03% |
| EP Wealth Advisors, LLC | 3.14K | Jun 30, 26 | +3.14K | 0.03% |
| Ambassador Advisors, LLC | 3.09K | Jun 30, 26 | -819 | 0.03% |
| Southland Equity Partners LLC | 3.05K | Jun 30, 26 | +3.05K | 0.03% |
| BROWN, LISLE/CUMMINGS, INC. | 2.94K | Jun 30, 26 | +6 | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.60K | Jun 30, 26 | -750 | 0.02% |
| Farther Finance Advisors, LLC | 2.57K | Jun 30, 26 | -128 | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 2.24K | Jun 30, 26 | -57 | 0.02% |
| BlackRock, Inc. | 2.23K | Jun 30, 26 | +800 | 0.02% |
| Global Retirement Partners, LLC | 2.08K | Jun 30, 26 | +2.08K | 0.02% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2.07K | Jun 30, 26 | -31.57K | 0.02% |
| HAZLETT, BURT & WATSON, INC. | 2.01K | Jun 30, 26 | +16 | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 2.00K | Jun 30, 26 | -- | 0.02% |
| Nova Wealth Management, Inc. | 1.89K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 1.85K | Jun 30, 26 | +1.85K | 0.02% |
| Gen-Wealth Partners Inc | 1.83K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 1.39K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.28K | Jun 30, 26 | -2.01K | 0.01% |
| Capital Analysts, LLC | 1.04K | Jun 30, 26 | +6 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 940 | Jun 30, 26 | -- | 0.01% |
| Front Row Advisors LLC | 918 | Jun 30, 26 | -17 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 860 | Jun 30, 26 | +187 | 0.01% |
| AE Wealth Management LLC | 539 | Jun 30, 26 | -83 | 0.01% |
| DHJJ Financial Advisors, Ltd. | 531 | Jun 30, 26 | +4 | 0.00% |
| Geneos Wealth Management Inc. | 531 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 527 | Jun 30, 26 | -94 | 0.00% |
| Capital Advisors, Ltd. LLC | 525 | Jun 30, 26 | -- | 0.00% |
| DT Investment Partners, LLC | 480 | Jun 30, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 474 | Jun 30, 26 | +4 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 471 | Jun 30, 26 | +3 | 0.00% |
| IFP Advisors, Inc | 470 | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 458 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 427 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 356 | Jun 30, 26 | +356 | 0.00% |
| Allspring Global Investments Holdings, LLC | 338 | Jun 30, 26 | +338 | 0.00% |
| Beacon Financial Strategies CORP | 329 | Jun 30, 26 | +329 | 0.00% |
| Harborfront Financial Group LLC | 321 | Jun 30, 26 | +321 | 0.00% |
| VANGUARD ADVISERS INC | 303 | Jun 30, 26 | +229 | 0.00% |
| SHP Wealth Management | 280 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 250 | Jun 30, 26 | +250 | 0.00% |
| NewEdge Advisors, LLC | 231 | Jun 30, 26 | -1.60K | 0.00% |
| Capital Investment Advisory Services, LLC | 229 | Jun 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 178 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 175 | Jun 30, 26 | -30 | 0.00% |
| Qube Research & Technologies Ltd | 167 | Jun 30, 26 | +167 | 0.00% |
| SOUTHERN MICHIGAN BANK & TRUST | 162 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 145 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 132 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| Aptus Capital Advisors, LLC | 108 | Jun 30, 26 | +108 | 0.00% |
| Biltmore Family Office, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Coppell Advisory Solutions LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 100 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 90 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 76 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 34 | Jun 30, 26 | -7 | 0.00% |
| Ronald Blue Trust, Inc. | 31 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 27 | Jun 30, 26 | -- | 0.00% |
| Wagner Wealth Management, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 22 | Jun 30, 26 | +22 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 6 | Jun 30, 26 | -- | 0.00% |
| Provident Wealth Management, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1 | Jun 30, 26 | +1 | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -6.56K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -128 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -2.42K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -5.00K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -4.34K | -- |
| Adviser Investments LLC | -- | Jun 30, 26 | -70.28K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.27K | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -314 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -19.30K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.13K | -- |
| ACT Advisors, LLC. | -- | Jun 30, 26 | -3.95K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -5 | -- |
| LVZ, Inc. | -- | Jun 30, 26 | -3.33K | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -5.89K | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | -- | Jun 30, 26 | -29.61K | -- |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -- | Jun 30, 26 | -3.29K | -- |
| U.S. Capital Wealth Advisors, LLC | 38.41K | Mar 31, 26 | +8.20K | 0.36% |
| CWM, LLC | 9.25K | Mar 31, 26 | +481 | 0.09% |
| Sunbelt Securities, Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| FineMark National Bank & Trust | 21.13K | Dec 31, 25 | +445 | 0.20% |
| CIBC Private Wealth Group, LLC | 2.56K | Dec 31, 25 | -62 | 0.02% |
| COMERICA BANK | 1.17K | Dec 31, 25 | -132 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -393 | -- |
| Obsidian Personal Planning Solutions LLC | 128.08K | Sep 30, 25 | +3.23K | 1.20% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -12.98K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 10.90K | Jun 30, 25 | +1.41K | 0.10% |
| Atria Wealth Solutions, Inc. | 8.88K | Jun 30, 25 | +263 | 0.08% |
| Congress Wealth Management LLC / DE / | 3.34K | Jun 30, 25 | +18 | 0.03% |
| Orion Portfolio Solutions, LLC | 16.93K | Mar 31, 25 | +3.94K | 0.16% |
| CAROLINAS WEALTH CONSULTING LLC | 870 | Mar 31, 25 | -- | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -5.73K | -- |
| RAYMOND JAMES & ASSOCIATES | 97.49K | Sep 30, 24 | +6.88K | 0.92% |
| Raymond James Financial Services Advisors, Inc. | 58.54K | Sep 30, 24 | +1.31K | 0.55% |
| RAYMOND JAMES TRUST N.A. | 4.80K | Sep 30, 24 | -- | 0.05% |
| First Personal Financial Services | 700 | Sep 30, 24 | -1.76K | 0.01% |
| JANICZEK WEALTH MANAGEMENT, LLC | 4.44K | Jun 30, 24 | -1.26K | 0.04% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -193 | -- |
| Solano Wealth Management, Inc. | -- | Jun 30, 24 | -4.98K | -- |
| Cetera Advisor Networks LLC | 38.59K | Mar 31, 24 | +64 | 0.36% |
| Cetera Advisors LLC | 21.10K | Mar 31, 24 | +13.90K | 0.20% |
| Retirement Group, LLC | 45 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 10.81K | Dec 31, 23 | +10.81K | 0.10% |
| StrategIQ Financial Group, LLC | 6.04K | Dec 31, 23 | -3.68K | 0.06% |
| DB Wealth Management Group, LLC | 4.13K | Dec 31, 23 | -1.52K | 0.04% |
| DESTINY CAPITAL SECURITIES CORPORATION | 16.36K | Sep 30, 23 | +16.36K | 0.15% |
| PFS INVESTMENTS INC. | 518.33K | Jun 30, 23 | +22.18K | 4.87% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 10.69K | Mar 31, 23 | -1.69K | 0.10% |
| Ahrens Investment Partners LLC | 1.31K | Mar 31, 23 | +1.31K | 0.01% |
| Sanford Advisory Services, LLC | 198.24K | Dec 31, 22 | -5.11K | 1.86% |
| American Portfolios Advisors | 107.74K | Sep 30, 22 | -2.56K | 1.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 68.42K | Sep 30, 22 | -850 | 0.64% |
| Strategic Asset Management, LLC | 3.31K | Sep 30, 22 | +5 | 0.03% |
| Minot Wealth Management LLC | 11.55K | Jun 30, 22 | -- | 0.11% |
| Cordasco Financial Network | 424 | Jun 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -200 | -- |
| Carroll Financial Associates, Inc. | 26.83K | Dec 31, 21 | +1.00K | 0.25% |
| NEXT Financial Group, Inc | 5.65K | Dec 31, 21 | -309 | 0.05% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 32.32K | Sep 30, 21 | -2.06K | 0.30% |
| Ameritas Investment Company, LLC | 29.90K | Sep 30, 21 | +6.46K | 0.28% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12.90K | Sep 30, 21 | +1 | 0.12% |
| Cardan Capital Partners, LLC | 7.09K | Sep 30, 21 | -16.47K | 0.07% |
| Sonora Investment Management, LLC | 257 | Sep 30, 21 | -- | 0.00% |
| Novak Financial Planning, LLC | 5.81K | Jun 30, 21 | -421 | 0.05% |
| Winslow, Evans & Crocker, Inc. | 5.51K | Dec 31, 20 | +414 | 0.05% |
| Partnervest Advisory Services LLC | 50.15K | Sep 30, 20 | -5.53K | 0.47% |
| First Allied Advisory Services, Inc. | 17.67K | Sep 30, 20 | +17.67K | 0.17% |
| LifePlan Financial Group, Inc | 450 | Sep 30, 20 | +166 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 653.00K | Dec 31, 19 | +55.02K | 6.14% |
| Advisor Group, Inc. | 446.53K | Dec 31, 19 | +11.98K | 4.20% |
| Jackson Financial Management | 224.76K | Dec 31, 19 | +8.65K | 2.11% |
| CXI Advisors | 1.42K | Dec 31, 19 | +1.42K | 0.01% |
| MADRONA FUNDS, LLC | 108.17K | Sep 30, 19 | +108.17K | 1.02% |
| BB&T SECURITIES, LLC | 48.71K | Sep 30, 19 | +11.80K | 0.46% |
| Premia Global Advisors, LLC | 18.54K | Sep 30, 19 | -1.03K | 0.17% |
| MRA Associates USA LLC | 3.01K | Sep 30, 19 | +1.25K | 0.03% |
| NEXT Financial Holdings | 7.19K | Mar 31, 19 | +7.19K | 0.07% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 109.88K | Sep 30, 18 | -1.45K | 1.03% |
