iShares Core 80/20 Aggressive Allocation ETF(AOA)

$99.06—Stale · unknown old

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iShares Core 80/20 Aggressive Allocation ETF(AOA)

NYSE • Last print unknown ago

$99.06—Stale · unknown old

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AOA(AOA)

AOA

Institutional Ownership

Top 551 Institutional Holders

Holder	Shares	Date	Change	% Held
NorthStar Asset Management LLC /NJ/	2.19M	Jun 30, 26	+2	6.68%
Rockefeller Capital Management L.P.	611.74K	Jun 30, 26	+55.05K	1.86%
LPL Financial LLC	247.09K	Jun 30, 26	-64.40K	0.75%
ASSETMARK, INC	245.48K	Jun 30, 26	+626	0.75%
JIM SAULNIER & ASSOCIATES, LLC	244.30K	Jun 30, 26	+35.04K	0.74%
Ellenbecker Investment Group	223.47K	Jun 30, 26	+7.20K	0.68%
Foundations Investment Advisors, LLC	202.15K	Jun 30, 26	+26.00K	0.62%
WELLS FARGO & COMPANY/MN	184.63K	Jun 30, 26	-10.04K	0.56%
Cambridge Investment Research Advisors, Inc.	154.20K	Jun 30, 26	+4.03K	0.47%
MORGAN STANLEY	149.00K	Jun 30, 26	-22.27K	0.45%
Waverly Advisors, LLC	145.44K	Jun 30, 26	+6.45K	0.44%
Mesirow Financial Investment Management, Inc.	141.97K	Jun 30, 26	-10.32K	0.43%
LBMC INVESTMENT ADVISORS, LLC	125.33K	Jun 30, 26	-1.09K	0.38%
THRIVENT FINANCIAL FOR LUTHERANS	111.35K	Jun 30, 26	+5.18K	0.34%
KESTRA PRIVATE WEALTH SERVICES, LLC	108.77K	Jun 30, 26	+12.46K	0.33%
PATTON ALBERTSON MILLER GROUP, LLC	107.84K	Jun 30, 26	-4.25K	0.33%
Hopwood Nicholas Hunter	103.37K	Jun 30, 26	+1.40K	0.31%
BANK OF AMERICA CORP /DE/	102.67K	Jun 30, 26	-4.47K	0.31%
Western Wealth Management, LLC	90.62K	Jun 30, 26	+5.59K	0.28%
Prosperity Consulting Group, LLC	85.63K	Jun 30, 26	+3.06K	0.26%
CX Institutional	82.70K	Jun 30, 26	+55.22K	0.25%
Consilium Wealth Advisory, LLC	81.76K	Jun 30, 26	+11.42K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	79.10K	Jun 30, 26	+4.28K	0.24%
ADVISOR GROUP HOLDINGS, INC.	74.65K	Jun 30, 26	+19.22K	0.23%
Legacy Financial Group LLC	72.97K	Jun 30, 26	-1.39K	0.22%
HARBOUR INVESTMENTS, INC.	70.46K	Jun 30, 26	+883	0.21%
ROYAL BANK OF CANADA	70.13K	Jun 30, 26	+1.39K	0.21%
JPMORGAN CHASE & CO	67.54K	Jun 30, 26	+7.84K	0.21%
RAYMOND JAMES FINANCIAL INC	63.30K	Jun 30, 26	-8.48K	0.19%
Cetera Investment Advisers	62.92K	Jun 30, 26	+949	0.19%
Clearstead Advisors, LLC	61.48K	Jun 30, 26	-85	0.19%
Weaver Consulting Group	61.36K	Jun 30, 26	+7.08K	0.19%
Strategic Blueprint, LLC	59.64K	Jun 30, 26	+13.26K	0.18%
Wealth Alliance	59.40K	Jun 30, 26	-815	0.18%
UNIQUE WEALTH, LLC	57.78K	Jun 30, 26	-5.11K	0.18%
Kestra Advisory Services, LLC	54.50K	Jun 30, 26	-336	0.17%
GeoWealth Management, LLC	51.73K	Jun 30, 26	-8.18K	0.16%
Legacy Wealth Partners, LLC	50.83K	Jun 30, 26	+705	0.15%
Fort Henry Capital, LLC	50.01K	Jun 30, 26	+678	0.15%
HANOVER ADVISORS INC	49.73K	Jun 30, 26	+21.07K	0.15%
Farther Finance Advisors, LLC	48.48K	Jun 30, 26	-42	0.15%
UBS Group AG	47.07K	Jun 30, 26	+1.08K	0.14%
Steel Peak Wealth Management LLC	46.50K	Jun 30, 26	+1.56K	0.14%
RITHOLTZ WEALTH MANAGEMENT	41.70K	Jun 30, 26	-1.16K	0.13%
Mutual Advisors, LLC	40.94K	Jun 30, 26	+934	0.12%
CITADEL ADVISORS LLC	40.40K	Jun 30, 26	+28.60K	0.12%
Redhawk Wealth Advisors, Inc.	40.34K	Jun 30, 26	+6.95K	0.12%
Westmount Partners, LLC	38.15K	Jun 30, 26	+915	0.12%
NewEdge Advisors, LLC	36.89K	Jun 30, 26	-2.54K	0.11%
Wealth Forward, LLC	35.04K	Jun 30, 26	+7.19K	0.11%
Cerity Partners LLC	34.25K	Jun 30, 26	+342	0.10%
ODonnell Financial Services, LLC	32.23K	Jun 30, 26	+351	0.10%
EP Wealth Advisors, LLC	31.80K	Jun 30, 26	+1.17K	0.10%
MARINO, STRAM & ASSOCIATES LLC	30.81K	Jun 30, 26	-182	0.09%
Perigon Wealth Management, LLC	29.82K	Jun 30, 26	-670	0.09%
Archford Capital Strategies, LLC	29.75K	Jun 30, 26	+1.91K	0.09%
Allworth Financial LP	29.55K	Jun 30, 26	-4.50K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.69K	Jun 30, 26	+16.10K	0.09%
Madrid Financial Services	28.38K	Jun 30, 26	+4.62K	0.09%
AMERIPRISE FINANCIAL INC	27.65K	Jun 30, 26	+6.71K	0.08%
RTD Financial Advisors, Inc.	27.52K	Jun 30, 26	+379	0.08%
Adviser Investments LLC	26.87K	Jun 30, 26	-391	0.08%
Somnio Financial Group, LLC	26.64K	Jun 30, 26	+517	0.08%
STIFEL FINANCIAL CORP	26.18K	Jun 30, 26	-1.62K	0.08%
CAPTRUST FINANCIAL ADVISORS	25.20K	Jun 30, 26	+1.20K	0.08%
Brookstone Capital Management	24.64K	Jun 30, 26	+799	0.07%
HighTower Advisors, LLC	24.43K	Jun 30, 26	+2.83K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.11K	Jun 30, 26	-3.14K	0.07%
Worth Asset Management, LLC	23.59K	Jun 30, 26	+139	0.07%
Creative Planning	22.95K	Jun 30, 26	-74	0.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	22.49K	Jun 30, 26	-3.09K	0.07%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	22.03K	Jun 30, 26	-1.67K	0.07%
Dynamic Advisor Solutions LLC	21.99K	Jun 30, 26	-14.28K	0.07%
CI Private Wealth, LLC	21.70K	Jun 30, 26	+15	0.07%
Equitable Holdings, Inc.	21.58K	Jun 30, 26	+1.78K	0.07%
TOBIAS FINANCIAL ADVISORS, INC.	21.40K	Jun 30, 26	+974	0.07%
ARQ WEALTH ADVISORS, LLC	21.05K	Jun 30, 26	+21.05K	0.06%
Moss Adams Wealth Advisors LLC	20.98K	Jun 30, 26	-1.94K	0.06%
Visionary Wealth Advisors	20.85K	Jun 30, 26	+290	0.06%
Mariner, LLC	20.84K	Jun 30, 26	-3.25K	0.06%
Venturi Wealth Management, LLC	20.48K	Jun 30, 26	+1.36K	0.06%
Resources Investment Advisors, LLC.	20.43K	Jun 30, 26	+1.41K	0.06%
CGN Advisors LLC	19.47K	Jun 30, 26	--	0.06%
Peregrine Asset Advisers, Inc.	19.22K	Jun 30, 26	-981	0.06%
Canal Capital Management, LLC	19.21K	Jun 30, 26	+116	0.06%
Advisory Services Network, LLC	19.07K	Jun 30, 26	+2.62K	0.06%
Worth Financial Advisory Group, LLC	18.28K	Jun 30, 26	+6.92K	0.06%
GTS SECURITIES LLC	18.23K	Jun 30, 26	+18.23K	0.06%
Buckingham Strategic Partners	18.01K	Jun 30, 26	-101	0.05%
Summit Wealth Partners, LLC	17.93K	Jun 30, 26	+1.13K	0.05%
Cerity Partners Retirement Plan Advisors LLC	17.55K	Jun 30, 26	+2.04K	0.05%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	17.23K	Jun 30, 26	+2.61K	0.05%
Concurrent Investment Advisors, LLC	17.23K	Jun 30, 26	+5.69K	0.05%
Integrated Wealth Concepts LLC	16.44K	Jun 30, 26	+3.45K	0.05%
Per Stirling Capital Management, LLC.	16.36K	Jun 30, 26	+1.07K	0.05%
Buttonwood Financial Group, LLC	16.36K	Jun 30, 26	-182	0.05%
Syverson Strege & Co	16.28K	Jun 30, 26	-2.26K	0.05%
Stratos Wealth Partners, LTD.	16.22K	Jun 30, 26	-315	0.05%
Sovereign Financial Group, Inc.	16.16K	Jun 30, 26	+703	0.05%
R2 Capital Strategies, LLC	15.92K	Jun 30, 26	+15.92K	0.05%
Tempus Wealth Planning, LLC	15.91K	Jun 30, 26	-752	0.05%
Sentinus, LLC	15.82K	Jun 30, 26	+1.87K	0.05%
Greystone Financial Group, LLC	15.82K	Jun 30, 26	+1.44K	0.05%
HFM Investment Advisors, LLC	15.13K	Jun 30, 26	-7.77K	0.05%
MOR Wealth Management, LLC	15.05K	Jun 30, 26	-922	0.05%
Mason Investment Advisory Services, Inc.	14.86K	Jun 30, 26	+1.41K	0.05%
MAINSAIL ASSET MANAGEMENT, LLC	14.74K	Jun 30, 26	+924	0.04%
Private Advisor Group, LLC	14.34K	Jun 30, 26	-2.58K	0.04%
Sanctuary Advisors, LLC	14.27K	Jun 30, 26	+7.45K	0.04%
SAGESPRING WEALTH PARTNERS, LLC	14.16K	Jun 30, 26	-205	0.04%
Badgley Phelps Wealth Managers, LLC	14.01K	Jun 30, 26	--	0.04%
WEALTHEDGE INVESTMENT ADVISORS, LLC	13.71K	Jun 30, 26	-1.44K	0.04%
ASPIRIANT, LLC	13.40K	Jun 30, 26	+78	0.04%
Cornerstone Planning Group LLC	13.15K	Jun 30, 26	-117	0.04%
NICOLET BANKSHARES INC	12.96K	Jun 30, 26	+411	0.04%
JONES FINANCIAL COMPANIES LLLP	12.60K	Jun 30, 26	-469	0.04%
Prentice Wealth Management LLC	12.56K	Jun 30, 26	+585	0.04%
BlueStem Wealth Partners, LLC	12.38K	Jun 30, 26	-270	0.04%
Colony Group, LLC	12.30K	Jun 30, 26	+615	0.04%
Hobbs Group Advisors, LLC	12.27K	Jun 30, 26	+2.19K	0.04%
NORTHWEST WEALTH MANAGEMENT, LLC	12.15K	Jun 30, 26	-88	0.04%
High Net Worth Advisory Group LLC	12.05K	Jun 30, 26	+1.25K	0.04%
ABLE Financial Group, LLC	11.85K	Jun 30, 26	+181	0.04%
Acropolis Investment Management, LLC	11.46K	Jun 30, 26	-466	0.03%
Diversified Trust Co	11.43K	Jun 30, 26	+429	0.03%
Clear Creek Financial Management, LLC	11.41K	Jun 30, 26	+1.01K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	11.34K	Jun 30, 26	+1.12K	0.03%
Diversify Advisory Services, LLC	11.34K	Jun 30, 26	+11.34K	0.03%
Integrity Wealth Solutions LLC	11.16K	Jun 30, 26	+749	0.03%
Savant Capital, LLC	11.14K	Jun 30, 26	-5.62K	0.03%
MPS Loria Financial Planners, LLC	11.08K	Jun 30, 26	+312	0.03%
WORLD EQUITY GROUP, INC.	10.99K	Jun 30, 26	+80	0.03%
BCWM, LLC	10.90K	Jun 30, 26	+694	0.03%
FMR LLC	10.89K	Jun 30, 26	+942	0.03%
Steward Partners Investment Advisory, LLC	10.75K	Jun 30, 26	+62	0.03%
Stonebridge Financial Group, LLC	10.71K	Jun 30, 26	-10	0.03%
MGO ONE SEVEN LLC	10.09K	Jun 30, 26	+1.18K	0.03%
Lido Advisors, LLC	9.97K	Jun 30, 26	-262	0.03%
Clearview Wealth Management LLC	9.92K	Jun 30, 26	-269	0.03%
EverSource Wealth Advisors, LLC	9.91K	Jun 30, 26	+30	0.03%
MAGNOLIA CAPITAL ADVISORS LLC	9.83K	Jun 30, 26	+1.63K	0.03%
Stash Investments, LLC	9.63K	Jun 30, 26	+9.63K	0.03%
Weitzel Financial Services, Inc.	9.61K	Jun 30, 26	+879	0.03%
MERCER GLOBAL ADVISORS INC /ADV	9.57K	Jun 30, 26	+3.51K	0.03%
Meridian Wealth Management, LLC	9.43K	Jun 30, 26	+1.68K	0.03%
ENVESTNET ASSET MANAGEMENT INC	9.17K	Jun 30, 26	+739	0.03%
GEN Financial Management, INC.	9.07K	Jun 30, 26	-405	0.03%
TRUE Private Wealth Advisors	8.87K	Jun 30, 26	+657	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.85K	Jun 30, 26	-175	0.03%
Modera Wealth Management, LLC	8.77K	Jun 30, 26	+8	0.03%
KICKSTAND VENTURES, LLC.	8.76K	Jun 30, 26	-1.20K	0.03%
HRT FINANCIAL LP	8.72K	Jun 30, 26	+8.72K	0.03%
Insight Advisors, LLC/ PA	8.71K	Jun 30, 26	-883	0.03%
BRIGHTON JONES LLC	8.67K	Jun 30, 26	-71	0.03%
Saxony Capital Management, LLC	8.62K	Jun 30, 26	-1.52K	0.03%
Mullooly Asset Management, Inc.	8.57K	Jun 30, 26	+80	0.03%
Boston Standard Wealth Management, LLC	8.48K	Jun 30, 26	+50	0.03%
Marion Wealth Management	8.45K	Jun 30, 26	+372	0.03%
Orin Green Financial, LLC	8.45K	Jun 30, 26	+132	0.03%
HighPoint Advisor Group LLC	8.42K	Jun 30, 26	-538	0.03%
Fidato Wealth LLC	8.33K	Jun 30, 26	+510	0.03%
OXFORD FINANCIAL GROUP LTD	8.17K	Jun 30, 26	-258	0.02%
PALISADE CAPITAL MANAGEMENT, LP	8.07K	Jun 30, 26	+1.79K	0.02%
Wealthquest Corp	7.97K	Jun 30, 26	-257	0.02%
SRS Capital Advisors, Inc.	7.90K	Jun 30, 26	+2.79K	0.02%
AE Wealth Management LLC	7.76K	Jun 30, 26	-97	0.02%
MCIA Inc	7.69K	Jun 30, 26	-349	0.02%
Montgomery Financial Services LLC	7.61K	Jun 30, 26	+7.61K	0.02%
Chicago Partners Investment Group LLC	7.54K	Jun 30, 26	+549	0.02%
AdvisorNet Financial, Inc	7.53K	Jun 30, 26	-38	0.02%
SimpliFi, Inc.	7.47K	Jun 30, 26	+411	0.02%
Topel & Distasi Wealth Management, LLC	7.38K	Jun 30, 26	+108	0.02%
Berman McAleer LLC	7.37K	Jun 30, 26	--	0.02%
IMA Wealth, Inc.	7.36K	Jun 30, 26	+2.64K	0.02%
Krilogy Financial LLC	7.30K	Jun 30, 26	-890	0.02%
Cogent Private Wealth, Inc.	7.21K	Jun 30, 26	+7.21K	0.02%
IFG Advisory, LLC	7.14K	Jun 30, 26	+7.06K	0.02%
Family Wealth Group, LLC	7.13K	Jun 30, 26	+23	0.02%
Merit Financial Group, LLC	7.01K	Jun 30, 26	+1.77K	0.02%
Kingsview Wealth Management, LLC	6.95K	Jun 30, 26	-583	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	6.94K	Jun 30, 26	-2.10K	0.02%
MRWM Advisors, LLC	6.88K	Jun 30, 26	+3	0.02%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	6.88K	Jun 30, 26	+357	0.02%
BESSEMER GROUP INC	6.76K	Jun 30, 26	+6.76K	0.02%
Vertrix Wealth Management, LLC	6.72K	Jun 30, 26	+386	0.02%
Valmark Advisers, Inc.	6.61K	Jun 30, 26	+6	0.02%
MML INVESTORS SERVICES, LLC	6.60K	Jun 30, 26	+1.52K	0.02%
BOYUM WEALTH ARCHITECTS LLC	6.60K	Jun 30, 26	-51	0.02%
Regal Investment Advisors LLC	6.54K	Jun 30, 26	+652	0.02%
CENTRAL TRUST Co	6.52K	Jun 30, 26	-218	0.02%
Trilogy Capital Inc.	6.51K	Jun 30, 26	-805	0.02%
EIGHT 31 FINANCIAL LLC	6.48K	Jun 30, 26	+262	0.02%
JNBA Financial Advisors	6.48K	Jun 30, 26	+189	0.02%
Strategic Family Wealth Counselors, L.L.C.	6.47K	Jun 30, 26	--	0.02%
Courage Miller Partners, LLC	6.37K	Jun 30, 26	-1.18K	0.02%
Cape Investment Advisory, Inc.	6.33K	Jun 30, 26	+5	0.02%
Maia Wealth LLC	6.33K	Jun 30, 26	-2.69K	0.02%
Janney Montgomery Scott LLC	6.19K	Jun 30, 26	+329	0.02%
Global Retirement Partners, LLC	6.13K	Jun 30, 26	+6.13K	0.02%
Gallacher Capital Management LLC	6.02K	Jun 30, 26	+393	0.02%
West Wealth Group, LLC	5.96K	Jun 30, 26	+17	0.02%
Paradigm Financial Partners, LLC	5.76K	Jun 30, 26	+951	0.02%
Schuylkill Financial LLC	5.71K	Jun 30, 26	+5.71K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.66K	Jun 30, 26	-10.17K	0.02%
HB Wealth Management, LLC	5.65K	Jun 30, 26	-131	0.02%
AQR CAPITAL MANAGEMENT LLC	5.65K	Jun 30, 26	-1.11K	0.02%
FIFTH THIRD BANCORP	5.61K	Jun 30, 26	+41	0.02%
Integrity Financial Corp /WA	5.60K	Jun 30, 26	-77	0.02%
Root Financial Partners, LLC	5.59K	Jun 30, 26	--	0.02%
Aquire Wealth Advisors, LLC	5.45K	Jun 30, 26	+132	0.02%
Plan Group Financial, LLC	5.39K	Jun 30, 26	-1.96K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.30K	Jun 30, 26	--	0.02%
Tarbox Family Office, Inc.	5.28K	Jun 30, 26	+7	0.02%
Arcus Capital Partners, LLC	5.17K	Jun 30, 26	+15	0.02%
Great Point Wealth Advisors, LLC	5.15K	Jun 30, 26	--	0.02%
Arbor Investment Advisors, LLC	5.11K	Jun 30, 26	+1.75K	0.02%
Vise Technologies, Inc.	5.10K	Jun 30, 26	+86	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	5.01K	Jun 30, 26	-1.32K	0.02%
Klingman & Associates, LLC	5.01K	Jun 30, 26	--	0.02%
JFS WEALTH ADVISORS, LLC	4.95K	Jun 30, 26	-449	0.02%
Annis Gardner Whiting Capital Advisors, LLC	4.93K	Jun 30, 26	--	0.02%
FCA CORP /TX	4.84K	Jun 30, 26	+164	0.01%
BCGM Wealth Management, LLC	4.84K	Jun 30, 26	+90	0.01%
Frederick Financial Consultants, LLC	4.83K	Jun 30, 26	-225	0.01%
Twelve Points Wealth Management LLC	4.70K	Jun 30, 26	+337	0.01%
Compass Financial Group, Inc. (Ohio)	4.65K	Jun 30, 26	--	0.01%
Integrity Advisory Solutions, LLC	4.62K	Jun 30, 26	+4.62K	0.01%
MISSION WEALTH MANAGEMENT, LP	4.61K	Jun 30, 26	-815	0.01%
Pinnacle Wealth Planning Services, Inc.	4.56K	Jun 30, 26	+105	0.01%
DecisionPoint Financial, LLC	4.50K	Jun 30, 26	+4.50K	0.01%
Well Done, LLC	4.44K	Jun 30, 26	+451	0.01%
First Heartland Consultants, Inc.	4.42K	Jun 30, 26	+4.42K	0.01%
Cornerstone Wealth Management, LLC	4.38K	Jun 30, 26	-806	0.01%
New Republic Capital, LLC	4.32K	Jun 30, 26	+661	0.01%
Insight Wealth Partners, LLC	4.32K	Jun 30, 26	+594	0.01%
SWP FINANCIAL LLC	4.05K	Jun 30, 26	--	0.01%
Kesler, Norman & Wride, LLC	4.01K	Jun 30, 26	--	0.01%
Mayfair Advisory Group, LLC	4.00K	Jun 30, 26	+331	0.01%
Smith Partners Wealth Management, LLC	3.98K	Jun 30, 26	--	0.01%
BLAIR WILLIAM & CO/IL	3.94K	Jun 30, 26	+37	0.01%
Bellwether Advisors, LLC	3.93K	Jun 30, 26	+303	0.01%
Centerline Wealth Advisors, LLC	3.92K	Jun 30, 26	-215	0.01%
NVWM, LLC	3.92K	Jun 30, 26	-15	0.01%
New Capital Management LP	3.90K	Jun 30, 26	+306	0.01%
SAX WEALTH ADVISORS, LLC	3.88K	Jun 30, 26	+200	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	3.87K	Jun 30, 26	+3	0.01%
SECURED RETIREMENT ADVISORS, LLC	3.87K	Jun 30, 26	+107	0.01%
MILESTONE ASSET MANAGEMENT, LLC	3.85K	Jun 30, 26	-50	0.01%
CAHILL FINANCIAL ADVISORS INC	3.84K	Jun 30, 26	+5	0.01%
Andrews Advisory Associates, LLC	3.82K	Jun 30, 26	+13	0.01%
Gould Capital, LLC	3.76K	Jun 30, 26	--	0.01%
McNamara Financial Services, Inc.	3.73K	Jun 30, 26	+83	0.01%
Federation des caisses Desjardins du Quebec	3.72K	Jun 30, 26	+1.75K	0.01%
Miracle Mile Advisors, LLC	3.70K	Jun 30, 26	+104	0.01%
Summit Trail Advisors, LLC	3.67K	Jun 30, 26	--	0.01%
LIFELONG WEALTH ADVISORS, INC.	3.65K	Jun 30, 26	-1	0.01%
NATIONAL BANK OF CANADA /FI/	3.59K	Jun 30, 26	+615	0.01%
CENTAURUS FINANCIAL, INC.	3.52K	Jun 30, 26	+120	0.01%
Cardinal Point Capital Management, ULC	3.49K	Jun 30, 26	-505	0.01%
TD Waterhouse Canada Inc.	3.46K	Jun 30, 26	+847	0.01%
ESG Planning	3.43K	Jun 30, 26	-564	0.01%
Purpose Unlimited Inc.	3.41K	Jun 30, 26	-320	0.01%
Choice Wealth Advisors, LLC	3.32K	Jun 30, 26	-363	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	3.29K	Jun 30, 26	+87	0.01%
Aprio Wealth Management, LLC	3.28K	Jun 30, 26	+9	0.01%
Ausdal Financial Partners, Inc.	3.25K	Jun 30, 26	+16	0.01%
Westshore Wealth, LLC	3.24K	Jun 30, 26	--	0.01%
Valpey Financial Services, LLC	3.22K	Jun 30, 26	+104	0.01%
SIGNATUREFD, LLC	3.21K	Jun 30, 26	+1.10K	0.01%
Columbia River Financial Group, LLC	3.18K	Jun 30, 26	-46	0.01%
Parallel Advisors, LLC	3.14K	Jun 30, 26	+295	0.01%
CoreCap Advisors, LLC	3.13K	Jun 30, 26	+67	0.01%
AMERIFLEX GROUP, INC.	3.11K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	3.10K	Jun 30, 26	+78	0.01%
Vested Financial Planning, LLC	3.10K	Jun 30, 26	+6	0.01%
Premier Private Wealth Management LLC	3.04K	Jun 30, 26	-152	0.01%
FORTE ASSET MANAGEMENT LLC	3.03K	Jun 30, 26	--	0.01%
Sightline Wealth Advisors, LLC	3.00K	Jun 30, 26	+232	0.01%
Meridian Wealth Advisors, LLC	2.97K	Jun 30, 26	-104	0.01%
Bay Harbor Wealth Management, LLC	2.94K	Jun 30, 26	--	0.01%
Partners in Financial Planning	2.93K	Jun 30, 26	+15	0.01%
ARKANSAS FINANCIAL GROUP, INC.	2.93K	Jun 30, 26	-30	0.01%
Focus Financial Network, Inc.	2.92K	Jun 30, 26	-25	0.01%
tru Independence LLC	2.91K	Jun 30, 26	+183	0.01%
SWMG, LLC	2.90K	Jun 30, 26	+207	0.01%
Peak Wealth Management LLC	2.89K	Jun 30, 26	--	0.01%
BASSO CAPITAL MANAGEMENT, L.P.	2.88K	Jun 30, 26	+2.88K	0.01%
Riverbend Wealth Management, LLC	2.81K	Jun 30, 26	+335	0.01%
Financial Strategies Group, Inc.	2.78K	Jun 30, 26	+200	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.76K	Jun 30, 26	+2	0.01%
BIP Wealth, LLC	2.76K	Jun 30, 26	-214	0.01%
Salus Financial Advisors, LLC	2.73K	Jun 30, 26	+136	0.01%
Altrius Capital Management Inc	2.71K	Jun 30, 26	-655	0.01%
TBH Global Asset Management, LLC	2.70K	Jun 30, 26	+2.70K	0.01%
CLIENT 1ST ADVISORY GROUP, LLC	2.68K	Jun 30, 26	-175	0.01%
CORA CAPITAL ADVISORS LLC	2.63K	Jun 30, 26	--	0.01%
FAMILY WEALTH PARTNERS, LLC	2.62K	Jun 30, 26	--	0.01%
Landmark Wealth Management, LLC	2.61K	Jun 30, 26	-121	0.01%
Chemistry Wealth Management LLC	2.58K	Jun 30, 26	+60	0.01%
Beacon Pointe Advisors, LLC	2.56K	Jun 30, 26	+1	0.01%
Bond & Devick Financial Network, Inc.	2.54K	Jun 30, 26	+274	0.01%
Perissos Private Wealth Management, LLC	2.46K	Jun 30, 26	+181	0.01%
AssuredPartners Investment Advisors, LLC	2.42K	Jun 30, 26	+2.42K	0.01%
IFP Advisors, Inc	2.42K	Jun 30, 26	-970	0.01%
Parkway Wealth Management Group, LLC	2.41K	Jun 30, 26	-151	0.01%
Optivise Advisory Services LLC	2.38K	Jun 30, 26	-1.40K	0.01%
Atomi Financial Group, Inc.	2.37K	Jun 30, 26	-689	0.01%
Markin Asset Management, LP	2.36K	Jun 30, 26	--	0.01%
NAPLES GLOBAL ADVISORS, LLC	2.33K	Jun 30, 26	--	0.01%
PFG Advisors	2.31K	Jun 30, 26	+20	0.01%
Ashton Thomas Private Wealth, LLC	2.31K	Jun 30, 26	+6	0.01%
NBC SECURITIES, INC.	2.31K	Jun 30, 26	+98	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	2.30K	Jun 30, 26	+1	0.01%
COREPATH WEALTH PARTNERS LLC	2.30K	Jun 30, 26	+1	0.01%
Highland Financial Advisors, LLC	2.30K	Jun 30, 26	+11	0.01%
Phil A. Younker & Associates, Ltd.	2.28K	Jun 30, 26	--	0.01%
Cadence Wealth Management LLC	2.25K	Jun 30, 26	+2.25K	0.01%
TRUIST FINANCIAL CORP	2.24K	Jun 30, 26	+2.24K	0.01%
TL Private Wealth	2.23K	Jun 30, 26	-405	0.01%
Calder Financial LLC	2.23K	Jun 30, 26	+2.23K	0.01%
J.W. COLE ADVISORS, INC.	2.19K	Jun 30, 26	+2.19K	0.01%
Lebenthal Global Advisors, LLC	2.17K	Jun 30, 26	+2.17K	0.01%
Atlas Private Wealth Advisors	2.17K	Jun 30, 26	-138	0.01%
Brio Consultants, LLC	2.15K	Jun 30, 26	+2.15K	0.01%
Forefront Wealth Partners, LLC	2.15K	Jun 30, 26	+2.15K	0.01%
CENTRAL VALLEY ADVISORS, LLC	2.15K	Jun 30, 26	+2.15K	0.01%
Atlas Legacy Advisors, LLC	2.14K	Jun 30, 26	-448	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.13K	Jun 30, 26	+2.13K	0.01%
Snowden Capital Advisors LLC	2.07K	Jun 30, 26	+2.07K	0.01%
Procyon Advisors, LLC	2.06K	Jun 30, 26	+2.06K	0.01%
Madrona Financial Services, LLC	2.06K	Jun 30, 26	+2.06K	0.01%
Mascoma Wealth Management LLC	2.02K	Jun 30, 26	-27	0.01%
Lloyd Advisory Services, LLC.	1.78K	Jun 30, 26	+1.78K	0.01%
SILVER OAK SECURITIES, INCORPORATED	1.76K	Jun 30, 26	+1.76K	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.72K	Jun 30, 26	-16	0.01%
Golden State Wealth Management, LLC	1.68K	Jun 30, 26	+161	0.01%
ELEVATE WEALTH ADVISORY, INC	1.68K	Jun 30, 26	+15	0.01%
Aptus Capital Advisors, LLC	1.55K	Jun 30, 26	+161	0.00%
AlphaCore Capital LLC	1.53K	Jun 30, 26	+158	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.51K	Jun 30, 26	-25	0.00%
Longview Financial Advisors LLC	1.49K	Jun 30, 26	-659	0.00%
BANK OF MONTREAL /CAN/	1.18K	Jun 30, 26	+2	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.17K	Jun 30, 26	+4	0.00%
Regatta Research & Money Management	1.16K	Jun 30, 26	+1.16K	0.00%
MONTAG A & ASSOCIATES INC	1.04K	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.01K	Jun 30, 26	-151	0.00%
Synergy Investment Management, LLC	1.00K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	1.00K	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	880	Jun 30, 26	--	0.00%
US BANCORP \DE\	788	Jun 30, 26	-89	0.00%
Align Financial, LLC	779	Jun 30, 26	--	0.00%
CKW FINANCIAL GROUP	774	Jun 30, 26	+4	0.00%
MANNING & NAPIER ADVISORS LLC	732	Jun 30, 26	+732	0.00%
Washington Trust Advisors, Inc.	685	Jun 30, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	684	Jun 30, 26	+420	0.00%
Frisco Financial Planning LLC	672	Jun 30, 26	+2	0.00%
Larson Financial Group LLC	613	Jun 30, 26	+2	0.00%
CITIGROUP INC	600	Jun 30, 26	-200	0.00%
FIDUCIARY FINANCIAL ADVISORS	596	Jun 30, 26	+596	0.00%
BLUELINE ADVISORS LLC	554	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	520	Jun 30, 26	+1	0.00%
Activest Wealth Management	499	Jun 30, 26	--	0.00%
GAMMA Investing LLC	495	Jun 30, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	454	Jun 30, 26	+454	0.00%
Continuum Advisory, LLC	450	Jun 30, 26	+450	0.00%
Clearstead Trust, LLC	444	Jun 30, 26	+192	0.00%
EASTERN BANK	440	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	409	Jun 30, 26	-81	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	387	Jun 30, 26	+1	0.00%
Mosley Wealth Management	350	Jun 30, 26	-2.83K	0.00%
Capital Advisor Network LLC	331	Jun 30, 26	--	0.00%
Strategic Advocates LLC	306	Jun 30, 26	-475	0.00%
Retirement Wealth Solutions LLC	304	Jun 30, 26	+89	0.00%
MCF Advisors LLC	303	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	296	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	294	Jun 30, 26	+1	0.00%
Geneos Wealth Management Inc.	285	Jun 30, 26	+285	0.00%
Abound Wealth Management	263	Jun 30, 26	+1	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	248	Jun 30, 26	+248	0.00%
SIMPLEX TRADING, LLC	238	Jun 30, 26	+238	0.00%
Capital Analysts, LLC	225	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	219	Jun 30, 26	+6	0.00%
Qube Research & Technologies Ltd	206	Jun 30, 26	-737	0.00%
Morton Brown Family Wealth, LLC	194	Jun 30, 26	--	0.00%
Caldwell Trust Co	175	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	152	Jun 30, 26	--	0.00%
Addison Advisors LLC	148	Jun 30, 26	+13	0.00%
CGC Financial Services, LLC	131	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	128	Jun 30, 26	--	0.00%
SFAM, LLC	123	Jun 30, 26	+1	0.00%
Fortitude Family Office, LLC	119	Jun 30, 26	--	0.00%
Robinswood Financial LLC	117	Jun 30, 26	+117	0.00%
N.E.W. Advisory Services LLC	114	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	108	Jun 30, 26	--	0.00%
Front Row Advisors LLC	105	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	89	Jun 30, 26	--	0.00%
Spire Wealth Management	88	Jun 30, 26	--	0.00%
Essential Partners LLC	88	Jun 30, 26	--	0.00%
Ankerstar Wealth, LLC	80	Jun 30, 26	-2	0.00%
PRIVATE TRUST CO NA	75	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	65	Jun 30, 26	-683	0.00%
Princeton Global Asset Management LLC	63	Jun 30, 26	--	0.00%
Networth Advisors, LLC	63	Jun 30, 26	+12	0.00%
VANGUARD ADVISERS INC	54	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	48	Jun 30, 26	--	0.00%
DT Investment Partners, LLC	45	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	43	Jun 30, 26	--	0.00%
Key FInancial Inc	37	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	35	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	32	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	31	Jun 30, 26	--	0.00%
Aventura Private Wealth, LLC	25	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	14	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	13	Jun 30, 26	-41	0.00%
Rossby Financial, LCC	13	Jun 30, 26	-413	0.00%
Delos Wealth Advisors, LLC	12	Jun 30, 26	--	0.00%
Triumph Capital Management	11	Jun 30, 26	--	0.00%
Paladin Advisory Group, LLC	9	Jun 30, 26	--	0.00%
WEST PACES ADVISORS INC.	2	Jun 30, 26	+2	0.00%
Aventus Investment Advisors, Inc.	1	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	1	Jun 30, 26	-20	0.00%
Destiny Wealth Partners, LLC	--	Jun 30, 26	-350	--
Motley Fool Wealth Management, LLC	--	Jun 30, 26	-2.57K	--
Financial Life Planners	--	Jun 30, 26	-133	--
Wright Fund Management, LLC	--	Jun 30, 26	-2.62K	--
THRYVE WEALTH MANAGEMENT LLC	--	Jun 30, 26	-12.07K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-697	--
Savvy Advisors, Inc.	--	Jun 30, 26	-7.74K	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-2.89K	--
WEALTH EFFECTS LLC	--	Jun 30, 26	-3.04K	--
Johnson Bixby & Associates, LLC	--	Jun 30, 26	-3.03K	--
Holistic Planning, LLC	--	Jun 30, 26	-3.01K	--
Independent Advisor Alliance	--	Jun 30, 26	-5.34K	--
MAI Capital Management	--	Jun 30, 26	-1.59K	--
Waterloo Capital, L.P.	--	Jun 30, 26	-2.38K	--
Operose Advisors LLC	--	Jun 30, 26	-67	--
Archvest Wealth Advisors, Inc.	--	Jun 30, 26	-2.69K	--
NBT BANK N A /NY	--	Jun 30, 26	-1.25K	--
Milestone Investment Advisors LLC	--	Jun 30, 26	-57	--
BlackRock, Inc.	--	Jun 30, 26	-27	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-1.20K	--
WELLINGTON-ALTUS USA INC.	--	Jun 30, 26	-1.26K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-936	--
CWM, LLC	4.22K	Mar 31, 26	+739	0.01%
Efficient Advisors, LLC	4.15K	Mar 31, 26	-101	0.01%
Coordinated Financial Services, Inc.	2.37K	Mar 31, 26	+66	0.01%
Sunbelt Securities, Inc.	224	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	208	Mar 31, 26	--	0.00%
CAPITAL INSIGHT PARTNERS, LLC	20.32K	Dec 31, 25	+697	0.06%
NICOLET ADVISORY SERVICES, LLC	12.56K	Dec 31, 25	+39	0.04%
High Falls Advisors, Inc	11.01K	Dec 31, 25	-506	0.03%
Divergent Planning, LLC	5.05K	Dec 31, 25	+72	0.02%
COMERICA BANK	3.37K	Dec 31, 25	+42	0.01%
Running Point Capital Advisors, LLC	2.25K	Dec 31, 25	--	0.01%
Atomic Invest LLC	1.37K	Dec 31, 25	+1.37K	0.00%
Motiv8 Investments LLC	184	Dec 31, 25	+184	0.00%
CIBC Private Wealth Group, LLC	125	Dec 31, 25	+24	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-658	--
Financial Advocates Investment Management	71.61K	Sep 30, 25	+342	0.22%
MARSHALL FINANCIAL GROUP INC /ADV	6.95K	Sep 30, 25	-926	0.02%
Siligmueller & Norvid Wealth Advisors LLC	2.74K	Sep 30, 25	+2.74K	0.01%
NAPA WEALTH MANAGEMENT	2.44K	Sep 30, 25	+37	0.01%
FSA Wealth Management LLC	241	Sep 30, 25	--	0.00%
AllSquare Wealth Management LLC	118	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	45	Sep 30, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-3.26K	--
Atria Wealth Solutions, Inc.	7.15K	Jun 30, 25	+2.35K	0.02%
Congress Wealth Management LLC / DE /	5.70K	Jun 30, 25	+5.70K	0.02%
AVANTAX ADVISORY SERVICES, INC.	5.15K	Jun 30, 25	+9	0.02%
Elios Financial Group Inc.	4.88K	Jun 30, 25	+293	0.01%
Capital A Wealth Management, LLC	525	Jun 30, 25	-2.37K	0.00%
Iron Horse Wealth Management, LLC	72	Jun 30, 25	--	0.00%
Corrigan Financial, Inc.	16.48K	Mar 31, 25	+870	0.05%
Lane & Associates LLC	6.19K	Mar 31, 25	+129	0.02%
Vista Wealth Management Group, LLC	3.44K	Mar 31, 25	+3.44K	0.01%
Lindbrook Capital, LLC	820	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	55	Mar 31, 25	-1	0.00%
Marcum Wealth, LLC	--	Mar 31, 25	-4.92K	--
Aveo Capital Partners, LLC	--	Mar 31, 25	-66.92K	--
Sugarloaf Wealth Management, LLC	6.28K	Dec 31, 24	+57	0.02%
WR Wealth Planners, LLC	--	Dec 31, 24	-156	--
FinTrust Capital Advisors, LLC	17.39K	Sep 30, 24	+241	0.05%
Raymond James Financial Services Advisors, Inc.	15.36K	Sep 30, 24	-815	0.05%
RAYMOND JAMES & ASSOCIATES	11.57K	Sep 30, 24	+750	0.04%
Syntrinsic LLC	9.42K	Sep 30, 24	+127	0.03%
Source Financial Advisors LLC	5.26K	Sep 30, 24	-147	0.02%
TNF LLC	--	Sep 30, 24	-3.09K	--
Cetera Advisors LLC	16.26K	Mar 31, 24	+980	0.05%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	4.90K	Mar 31, 24	+81	0.01%
Cetera Advisor Networks LLC	3.86K	Mar 31, 24	+83	0.01%
CAMBRIDGE TRUST CO	430	Mar 31, 24	--	0.00%
First Ascent Asset Management, LLC	79.46K	Dec 31, 23	+5.49K	0.24%
StrategIQ Financial Group, LLC	44.20K	Dec 31, 23	-1.27K	0.13%
WADE G W & INC	5.27K	Dec 31, 23	+5.27K	0.02%
Bartlett & Co. LLC	142	Dec 31, 23	+142	0.00%
EisnerAmper Wealth Management Corporate Benefits, LLC	--	Dec 31, 23	-11.44K	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	42.62K	Sep 30, 23	--	0.13%
Polaris Wealth Advisory Group, LLC	23.82K	Sep 30, 23	-1.95K	0.07%
TimeScale Financial, Inc.	4.38K	Jun 30, 23	+455	0.01%
Wealth Enhancement & Preservation of GA, LLC	3.89K	Jun 30, 23	+3.89K	0.01%
Ahrens Investment Partners LLC	39.82K	Mar 31, 23	-1.01K	0.12%
Clear Perspectives Financial Planning, LLC	1.07K	Mar 31, 23	-35	0.00%
Sargent Bickham Lagudis LLC	7.11K	Dec 31, 22	--	0.02%
SBK Financial, Inc.	4.11K	Dec 31, 22	+15	0.01%
Cribstone Capital Management, LLC	138	Dec 31, 22	+1	0.00%
St. James Investment Advisors, LLC	--	Dec 31, 22	-197	--
CPWM, LLC	17.39K	Sep 30, 22	-3.19K	0.05%
LFS ASSET MANAGEMENT	12.79K	Sep 30, 22	-1.79K	0.04%
American Portfolios Advisors	90	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	15	Sep 30, 22	+15	0.00%
Goldstein Munger & Associates	--	Sep 30, 22	-3.48K	--
Frontier Wealth Management LLC	4.37K	Jun 30, 22	+139	0.01%
Lake Point Wealth Management	135	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-7.20K	--
Private Capital Group, LLC	--	Jun 30, 22	-3.10K	--
Freedman Financial Associates, Inc.	891	Mar 31, 22	--	0.00%
MIRSKY FINANCIAL MANAGEMENT CORP.	14.45K	Dec 31, 21	+14.45K	0.04%
Carroll Financial Associates, Inc.	2.80K	Dec 31, 21	+1.89K	0.01%
NEXT Financial Group, Inc	364	Dec 31, 21	-69	0.00%
Cardan Capital Partners, LLC	11.68K	Sep 30, 21	+5.83K	0.04%
Cascadia Advisory Services, LLC	3.74K	Sep 30, 21	+331	0.01%
C-J Advisory, Inc.	2.93K	Sep 30, 21	-1.95K	0.01%
Paracle Advisors, LLC	3.59K	Mar 31, 21	-2.35K	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	18.64K	Dec 31, 20	-374	0.06%
LifePlan Financial Group, Inc	1.05K	Sep 30, 20	+4	0.00%
TRUEWEALTH LLC	278	Jun 30, 20	+133	0.00%
Lenox Wealth Management, Inc.	40	Jun 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	42.17K	Dec 31, 19	-25.20K	0.13%
Advisor Group, Inc.	13.37K	Dec 31, 19	+1.91K	0.04%
OptiFour Integrated Wealth Management, LLC	9.22K	Dec 31, 19	--	0.03%
CAPITAL ONE, NATIONAL ASSOCIATION	3.58K	Dec 31, 19	+3.58K	0.01%
MADRONA FUNDS, LLC	35.37K	Sep 30, 19	+35.37K	0.11%
Wealth & Pension Services Group, Inc.	14.72K	Sep 30, 19	+264	0.04%
Patriot Wealth Management, Inc.	28.55K	Dec 31, 18	-2.17K	0.09%
Watermark Asset Management, Inc.	8.11K	Dec 31, 18	+87	0.02%
Peachtree Investment Advisors, Inc.	4.59K	Dec 31, 18	+170	0.01%
RAND WEALTH, LLC	3.77K	Sep 30, 18	+3.77K	0.01%
KHP Capital, LLC	770	Sep 30, 18	-38	0.00%
Commonwealth Equity Services, Inc	89.00K	Jun 30, 17	-2.08K	0.27%
Virtu KCG Holdings LLC	--	Jun 30, 17	-4.66K	--
Stanford Investment Group, Inc.	2.40K	Dec 31, 16	+7	0.01%
MSI Financial Services Inc	813	Dec 31, 16	-587	0.00%
VSR Financial Services, Inc.	14.46K	Jun 30, 16	-5.70K	0.04%
Investors Capital Advisory Services	6.30K	Jun 30, 16	--	0.02%
Fusion Investment Group, LLC	--	Dec 31, 15	-516	--
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-3.71K	--
BOSTON PRIVATE BANK & TRUST CO	180	Mar 31, 15	--	0.00%
UBS AG	1.91K	Sep 30, 14	-339	0.01%
Jane Street Holding, LLC	4.68K	Dec 31, 13	-198	0.01%
Signator Financial Services, Inc.	4.82K	Sep 30, 13	--	0.01%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-7.10K	--

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Holder

Date

Change

% Held

NorthStar Asset Management LLC /NJ/

2.19M

Jun 30, 26

6.68%

Rockefeller Capital Management L.P.

611.74K

Jun 30, 26

+55.05K

1.86%

LPL Financial LLC

247.09K

Jun 30, 26

-64.40K

0.75%

ASSETMARK, INC

245.48K

Jun 30, 26

+626

0.75%

JIM SAULNIER & ASSOCIATES, LLC

244.30K

Jun 30, 26

+35.04K

0.74%

Ellenbecker Investment Group

223.47K

Jun 30, 26

+7.20K

0.68%

Foundations Investment Advisors, LLC

202.15K

Jun 30, 26

+26.00K

0.62%

WELLS FARGO & COMPANY/MN

184.63K

Jun 30, 26

-10.04K

0.56%

Cambridge Investment Research Advisors, Inc.

154.20K

Jun 30, 26

+4.03K

0.47%

MORGAN STANLEY

149.00K

Jun 30, 26

-22.27K

0.45%

Waverly Advisors, LLC

145.44K

Jun 30, 26

+6.45K

0.44%

Mesirow Financial Investment Management, Inc.

141.97K

Jun 30, 26

-10.32K

0.43%

LBMC INVESTMENT ADVISORS, LLC

125.33K

Jun 30, 26

-1.09K

0.38%

THRIVENT FINANCIAL FOR LUTHERANS

111.35K

Jun 30, 26

+5.18K

0.34%

KESTRA PRIVATE WEALTH SERVICES, LLC

108.77K

Jun 30, 26

+12.46K

0.33%

PATTON ALBERTSON MILLER GROUP, LLC

107.84K

Jun 30, 26

-4.25K

0.33%

Hopwood Nicholas Hunter

103.37K

Jun 30, 26

+1.40K

0.31%

BANK OF AMERICA CORP /DE/

102.67K

Jun 30, 26

-4.47K

0.31%

Western Wealth Management, LLC

90.62K

Jun 30, 26

+5.59K

0.28%

Prosperity Consulting Group, LLC

85.63K

Jun 30, 26

+3.06K

0.26%

CX Institutional

82.70K

Jun 30, 26

+55.22K

0.25%

Consilium Wealth Advisory, LLC

81.76K

Jun 30, 26

+11.42K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

79.10K

Jun 30, 26

+4.28K

0.24%

ADVISOR GROUP HOLDINGS, INC.

74.65K

Jun 30, 26

+19.22K

0.23%

Legacy Financial Group LLC

72.97K

Jun 30, 26

-1.39K

0.22%

HARBOUR INVESTMENTS, INC.

70.46K

Jun 30, 26

+883

0.21%

ROYAL BANK OF CANADA

70.13K

Jun 30, 26

+1.39K

0.21%

JPMORGAN CHASE & CO

67.54K

Jun 30, 26

+7.84K

0.21%

RAYMOND JAMES FINANCIAL INC

63.30K

Jun 30, 26

-8.48K

0.19%

Cetera Investment Advisers

62.92K

Jun 30, 26

+949

0.19%

Clearstead Advisors, LLC

61.48K

Jun 30, 26

-85

0.19%

Weaver Consulting Group

61.36K

Jun 30, 26

+7.08K

0.19%

Strategic Blueprint, LLC

59.64K

Jun 30, 26

+13.26K

0.18%

Wealth Alliance

59.40K

Jun 30, 26

-815

0.18%

UNIQUE WEALTH, LLC

57.78K

Jun 30, 26

-5.11K

0.18%

Kestra Advisory Services, LLC

54.50K

Jun 30, 26

-336

0.17%

GeoWealth Management, LLC

51.73K

Jun 30, 26

-8.18K

0.16%

Legacy Wealth Partners, LLC

50.83K

Jun 30, 26

+705

0.15%

Fort Henry Capital, LLC

50.01K

Jun 30, 26

+678

0.15%

HANOVER ADVISORS INC

49.73K

Jun 30, 26

+21.07K

0.15%

Farther Finance Advisors, LLC

48.48K

Jun 30, 26

-42

0.15%

UBS Group AG

47.07K

Jun 30, 26

+1.08K

0.14%

Steel Peak Wealth Management LLC

46.50K

Jun 30, 26

+1.56K

0.14%

RITHOLTZ WEALTH MANAGEMENT

41.70K

Jun 30, 26

-1.16K

0.13%

Mutual Advisors, LLC

40.94K

Jun 30, 26

+934

0.12%

CITADEL ADVISORS LLC

40.40K

Jun 30, 26

+28.60K

0.12%

Redhawk Wealth Advisors, Inc.

40.34K

Jun 30, 26

+6.95K

0.12%

Westmount Partners, LLC

38.15K

Jun 30, 26

+915

0.12%

NewEdge Advisors, LLC

36.89K

Jun 30, 26

-2.54K

0.11%

Wealth Forward, LLC

35.04K

Jun 30, 26

+7.19K

0.11%

Cerity Partners LLC

34.25K

Jun 30, 26

+342

0.10%

ODonnell Financial Services, LLC

32.23K

Jun 30, 26

+351

0.10%

EP Wealth Advisors, LLC

31.80K

Jun 30, 26

+1.17K

0.10%

MARINO, STRAM & ASSOCIATES LLC

30.81K

Jun 30, 26

-182

0.09%

Perigon Wealth Management, LLC

29.82K

Jun 30, 26

-670

0.09%

Archford Capital Strategies, LLC

29.75K

Jun 30, 26

+1.91K

0.09%

Allworth Financial LP

29.55K

Jun 30, 26

-4.50K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.69K

Jun 30, 26

+16.10K

0.09%

Madrid Financial Services

28.38K

Jun 30, 26

+4.62K

0.09%

AMERIPRISE FINANCIAL INC

27.65K

Jun 30, 26

+6.71K

0.08%

RTD Financial Advisors, Inc.

27.52K

Jun 30, 26

+379

0.08%

Adviser Investments LLC

26.87K

Jun 30, 26

-391

0.08%

Somnio Financial Group, LLC

26.64K

Jun 30, 26

+517

0.08%

STIFEL FINANCIAL CORP

26.18K

Jun 30, 26

-1.62K

0.08%

CAPTRUST FINANCIAL ADVISORS

25.20K

Jun 30, 26

+1.20K

0.08%

Brookstone Capital Management

24.64K

Jun 30, 26

+799

0.07%

HighTower Advisors, LLC

24.43K

Jun 30, 26

+2.83K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.11K

Jun 30, 26

-3.14K

0.07%

Worth Asset Management, LLC

23.59K

Jun 30, 26

+139

0.07%

Creative Planning

22.95K

Jun 30, 26

-74

0.07%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

22.49K

Jun 30, 26

-3.09K

0.07%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

22.03K

Jun 30, 26

-1.67K

0.07%

Dynamic Advisor Solutions LLC

21.99K

Jun 30, 26

-14.28K

0.07%

CI Private Wealth, LLC

21.70K

Jun 30, 26

+15

0.07%

Equitable Holdings, Inc.

21.58K

Jun 30, 26

+1.78K

0.07%

TOBIAS FINANCIAL ADVISORS, INC.

21.40K

Jun 30, 26

+974

0.07%

ARQ WEALTH ADVISORS, LLC

21.05K

Jun 30, 26

+21.05K

0.06%

Moss Adams Wealth Advisors LLC

20.98K

Jun 30, 26

-1.94K

0.06%

Visionary Wealth Advisors

20.85K

Jun 30, 26

+290

0.06%

Mariner, LLC

20.84K

Jun 30, 26

-3.25K

0.06%

Venturi Wealth Management, LLC

20.48K

Jun 30, 26

+1.36K

0.06%

Resources Investment Advisors, LLC.

20.43K

Jun 30, 26

+1.41K

0.06%

CGN Advisors LLC

19.47K

Jun 30, 26

0.06%

Peregrine Asset Advisers, Inc.

19.22K

Jun 30, 26

-981

0.06%

Canal Capital Management, LLC

19.21K

Jun 30, 26

+116

0.06%

Advisory Services Network, LLC

19.07K

Jun 30, 26

+2.62K

0.06%

Worth Financial Advisory Group, LLC

18.28K

Jun 30, 26

+6.92K

0.06%

GTS SECURITIES LLC

18.23K

Jun 30, 26

+18.23K

0.06%

Buckingham Strategic Partners

18.01K

Jun 30, 26

-101

0.05%

Summit Wealth Partners, LLC

17.93K

Jun 30, 26

+1.13K

0.05%

Cerity Partners Retirement Plan Advisors LLC

17.55K

Jun 30, 26

+2.04K

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

17.23K

Jun 30, 26

+2.61K

0.05%

Concurrent Investment Advisors, LLC

17.23K

Jun 30, 26

+5.69K

0.05%

Integrated Wealth Concepts LLC

16.44K

Jun 30, 26

+3.45K

0.05%

Per Stirling Capital Management, LLC.

16.36K

Jun 30, 26

+1.07K

0.05%

Buttonwood Financial Group, LLC

16.36K

Jun 30, 26

-182

0.05%

Syverson Strege & Co

16.28K

Jun 30, 26

-2.26K

0.05%

Stratos Wealth Partners, LTD.

16.22K

Jun 30, 26

-315

0.05%

Sovereign Financial Group, Inc.

16.16K

Jun 30, 26

+703

0.05%

R2 Capital Strategies, LLC

15.92K

Jun 30, 26

+15.92K

0.05%

Tempus Wealth Planning, LLC

15.91K

Jun 30, 26

-752

0.05%

Sentinus, LLC

15.82K

Jun 30, 26

+1.87K

0.05%

Greystone Financial Group, LLC

15.82K

Jun 30, 26

+1.44K

0.05%

HFM Investment Advisors, LLC

15.13K

Jun 30, 26

-7.77K

0.05%

MOR Wealth Management, LLC

15.05K

Jun 30, 26

-922

0.05%

Mason Investment Advisory Services, Inc.

14.86K

Jun 30, 26

+1.41K

0.05%

MAINSAIL ASSET MANAGEMENT, LLC

14.74K

Jun 30, 26

+924

0.04%

Private Advisor Group, LLC

14.34K

Jun 30, 26

-2.58K

0.04%

Sanctuary Advisors, LLC

14.27K

Jun 30, 26

+7.45K

0.04%

SAGESPRING WEALTH PARTNERS, LLC

14.16K

Jun 30, 26

-205

0.04%

Badgley Phelps Wealth Managers, LLC

14.01K

Jun 30, 26

0.04%

WEALTHEDGE INVESTMENT ADVISORS, LLC

13.71K

Jun 30, 26

-1.44K

0.04%

ASPIRIANT, LLC

13.40K

Jun 30, 26

+78

0.04%

Cornerstone Planning Group LLC

13.15K

Jun 30, 26

-117

0.04%

NICOLET BANKSHARES INC

12.96K

Jun 30, 26

+411

0.04%

JONES FINANCIAL COMPANIES LLLP

12.60K

Jun 30, 26

-469

0.04%

Prentice Wealth Management LLC

12.56K

Jun 30, 26

+585

0.04%

BlueStem Wealth Partners, LLC

12.38K

Jun 30, 26

-270

0.04%

Colony Group, LLC

12.30K

Jun 30, 26

+615

0.04%

Hobbs Group Advisors, LLC

12.27K

Jun 30, 26

+2.19K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

12.15K

Jun 30, 26

-88

0.04%

High Net Worth Advisory Group LLC

12.05K

Jun 30, 26

+1.25K

0.04%

ABLE Financial Group, LLC

11.85K

Jun 30, 26

+181

0.04%

Acropolis Investment Management, LLC

11.46K

Jun 30, 26

-466

0.03%

Diversified Trust Co

11.43K

Jun 30, 26

+429

0.03%

Clear Creek Financial Management, LLC

11.41K

Jun 30, 26

+1.01K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

11.34K

Jun 30, 26

+1.12K

0.03%

Diversify Advisory Services, LLC

11.34K

Jun 30, 26

+11.34K

0.03%

Integrity Wealth Solutions LLC

11.16K

Jun 30, 26

+749

0.03%

Savant Capital, LLC

11.14K

Jun 30, 26

-5.62K

0.03%

MPS Loria Financial Planners, LLC

11.08K

Jun 30, 26

+312

0.03%

WORLD EQUITY GROUP, INC.

10.99K

Jun 30, 26

+80

0.03%

BCWM, LLC

10.90K

Jun 30, 26

+694

0.03%

FMR LLC

10.89K

Jun 30, 26

+942

0.03%

Steward Partners Investment Advisory, LLC

10.75K

Jun 30, 26

+62

0.03%

Stonebridge Financial Group, LLC

10.71K

Jun 30, 26

-10

0.03%

MGO ONE SEVEN LLC

10.09K

Jun 30, 26

+1.18K

0.03%

Lido Advisors, LLC

9.97K

Jun 30, 26

-262

0.03%

Clearview Wealth Management LLC

9.92K

Jun 30, 26

-269

0.03%

EverSource Wealth Advisors, LLC

9.91K

Jun 30, 26

+30

0.03%

MAGNOLIA CAPITAL ADVISORS LLC

9.83K

Jun 30, 26

+1.63K

0.03%

Stash Investments, LLC

9.63K

Jun 30, 26

+9.63K

0.03%

Weitzel Financial Services, Inc.

9.61K

Jun 30, 26

+879

0.03%

MERCER GLOBAL ADVISORS INC /ADV

9.57K

Jun 30, 26

+3.51K

0.03%

Meridian Wealth Management, LLC

9.43K

Jun 30, 26

+1.68K

0.03%

ENVESTNET ASSET MANAGEMENT INC

9.17K

Jun 30, 26

+739

0.03%

GEN Financial Management, INC.

9.07K

Jun 30, 26

-405

0.03%

TRUE Private Wealth Advisors

8.87K

Jun 30, 26

+657

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.85K

Jun 30, 26

-175

0.03%

Modera Wealth Management, LLC

8.77K

Jun 30, 26

0.03%

KICKSTAND VENTURES, LLC.

8.76K

Jun 30, 26

-1.20K

0.03%

HRT FINANCIAL LP

8.72K

Jun 30, 26

+8.72K

0.03%

Insight Advisors, LLC/ PA

8.71K

Jun 30, 26

-883

0.03%

BRIGHTON JONES LLC

8.67K

Jun 30, 26

-71

0.03%

Saxony Capital Management, LLC

8.62K

Jun 30, 26

-1.52K

0.03%

Mullooly Asset Management, Inc.

8.57K

Jun 30, 26

+80

0.03%

Boston Standard Wealth Management, LLC

8.48K

Jun 30, 26

+50

0.03%

Marion Wealth Management

8.45K

Jun 30, 26

+372

0.03%

Orin Green Financial, LLC

8.45K

Jun 30, 26

+132

0.03%

HighPoint Advisor Group LLC

8.42K

Jun 30, 26

-538

0.03%

Fidato Wealth LLC

8.33K

Jun 30, 26

+510

0.03%

OXFORD FINANCIAL GROUP LTD

8.17K

Jun 30, 26

-258

0.02%

PALISADE CAPITAL MANAGEMENT, LP

8.07K

Jun 30, 26

+1.79K

0.02%

Wealthquest Corp

7.97K

Jun 30, 26

-257

0.02%

SRS Capital Advisors, Inc.

7.90K

Jun 30, 26

+2.79K

0.02%

AE Wealth Management LLC

7.76K

Jun 30, 26

-97

0.02%

MCIA Inc

7.69K

Jun 30, 26

-349

0.02%

Montgomery Financial Services LLC

7.61K

Jun 30, 26

+7.61K

0.02%

Chicago Partners Investment Group LLC

7.54K

Jun 30, 26

+549

0.02%

AdvisorNet Financial, Inc

7.53K

Jun 30, 26

-38

0.02%

SimpliFi, Inc.

7.47K

Jun 30, 26

+411

0.02%

Topel & Distasi Wealth Management, LLC

7.38K

Jun 30, 26

+108

0.02%

Berman McAleer LLC

7.37K

Jun 30, 26

0.02%

IMA Wealth, Inc.

7.36K

Jun 30, 26

+2.64K

0.02%

Krilogy Financial LLC

7.30K

Jun 30, 26

-890

0.02%

Cogent Private Wealth, Inc.

7.21K

Jun 30, 26

+7.21K

0.02%

IFG Advisory, LLC

7.14K

Jun 30, 26

+7.06K

0.02%

Family Wealth Group, LLC

7.13K

Jun 30, 26

+23

0.02%

Merit Financial Group, LLC

7.01K

Jun 30, 26

+1.77K

0.02%

Kingsview Wealth Management, LLC

6.95K

Jun 30, 26

-583

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

6.94K

Jun 30, 26

-2.10K

0.02%

MRWM Advisors, LLC

6.88K

Jun 30, 26

0.02%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

6.88K

Jun 30, 26

+357

0.02%

BESSEMER GROUP INC

6.76K

Jun 30, 26

+6.76K

0.02%

Vertrix Wealth Management, LLC

6.72K

Jun 30, 26

+386

0.02%

Valmark Advisers, Inc.

6.61K

Jun 30, 26

0.02%

MML INVESTORS SERVICES, LLC

6.60K

Jun 30, 26

+1.52K

0.02%

BOYUM WEALTH ARCHITECTS LLC

6.60K

Jun 30, 26

-51

0.02%

Regal Investment Advisors LLC

6.54K

Jun 30, 26

+652

0.02%

CENTRAL TRUST Co

6.52K

Jun 30, 26

-218

0.02%

Trilogy Capital Inc.

6.51K

Jun 30, 26

-805

0.02%

EIGHT 31 FINANCIAL LLC

6.48K

Jun 30, 26

+262

0.02%

JNBA Financial Advisors

6.48K

Jun 30, 26

+189

0.02%

Strategic Family Wealth Counselors, L.L.C.

6.47K

Jun 30, 26

0.02%

Courage Miller Partners, LLC

6.37K

Jun 30, 26

-1.18K

0.02%

Cape Investment Advisory, Inc.

6.33K

Jun 30, 26

0.02%

Maia Wealth LLC

6.33K

Jun 30, 26

-2.69K

0.02%

Janney Montgomery Scott LLC

6.19K

Jun 30, 26

+329

0.02%

Global Retirement Partners, LLC

6.13K

Jun 30, 26

+6.13K

0.02%

Gallacher Capital Management LLC

6.02K

Jun 30, 26

+393

0.02%

West Wealth Group, LLC

5.96K

Jun 30, 26

+17

0.02%

Paradigm Financial Partners, LLC

5.76K

Jun 30, 26

+951

0.02%

Schuylkill Financial LLC

5.71K

Jun 30, 26

+5.71K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.66K

Jun 30, 26

-10.17K

0.02%

HB Wealth Management, LLC

5.65K

Jun 30, 26

-131

0.02%

AQR CAPITAL MANAGEMENT LLC

5.65K

Jun 30, 26

-1.11K

0.02%

FIFTH THIRD BANCORP

5.61K

Jun 30, 26

+41

0.02%

Integrity Financial Corp /WA

5.60K

Jun 30, 26

-77

0.02%

Root Financial Partners, LLC

5.59K

Jun 30, 26

0.02%

Aquire Wealth Advisors, LLC

5.45K

Jun 30, 26

+132

0.02%

Plan Group Financial, LLC

5.39K

Jun 30, 26

-1.96K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.30K

Jun 30, 26

0.02%

Tarbox Family Office, Inc.

5.28K

Jun 30, 26

0.02%

Arcus Capital Partners, LLC

5.17K

Jun 30, 26

+15

0.02%

Great Point Wealth Advisors, LLC

5.15K

Jun 30, 26

0.02%

Arbor Investment Advisors, LLC

5.11K

Jun 30, 26

+1.75K

0.02%

Vise Technologies, Inc.

5.10K

Jun 30, 26

+86

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

5.01K

Jun 30, 26

-1.32K

0.02%

Klingman & Associates, LLC

5.01K

Jun 30, 26

0.02%

JFS WEALTH ADVISORS, LLC

4.95K

Jun 30, 26

-449

0.02%

Annis Gardner Whiting Capital Advisors, LLC

4.93K

Jun 30, 26

0.02%

FCA CORP /TX

4.84K

Jun 30, 26

+164

0.01%

BCGM Wealth Management, LLC

4.84K

Jun 30, 26

+90

0.01%

Frederick Financial Consultants, LLC

4.83K

Jun 30, 26

-225

0.01%

Twelve Points Wealth Management LLC

4.70K

Jun 30, 26

+337

0.01%

Compass Financial Group, Inc. (Ohio)

4.65K

Jun 30, 26

0.01%

Integrity Advisory Solutions, LLC

4.62K

Jun 30, 26

+4.62K

0.01%

MISSION WEALTH MANAGEMENT, LP

4.61K

Jun 30, 26

-815

0.01%

Pinnacle Wealth Planning Services, Inc.

4.56K

Jun 30, 26

+105

0.01%

DecisionPoint Financial, LLC

4.50K

Jun 30, 26

+4.50K

0.01%

Well Done, LLC

4.44K

Jun 30, 26

+451

0.01%

First Heartland Consultants, Inc.

4.42K

Jun 30, 26

+4.42K

0.01%

Cornerstone Wealth Management, LLC

4.38K

Jun 30, 26

-806

0.01%

New Republic Capital, LLC

4.32K

Jun 30, 26

+661

0.01%

Insight Wealth Partners, LLC

4.32K

Jun 30, 26

+594

0.01%

SWP FINANCIAL LLC

4.05K

Jun 30, 26

0.01%

Kesler, Norman & Wride, LLC

4.01K

Jun 30, 26

0.01%

Mayfair Advisory Group, LLC

4.00K

Jun 30, 26

+331

0.01%

Smith Partners Wealth Management, LLC

3.98K

Jun 30, 26

0.01%

BLAIR WILLIAM & CO/IL

3.94K

Jun 30, 26

+37

0.01%

Bellwether Advisors, LLC

3.93K

Jun 30, 26

+303

0.01%

Centerline Wealth Advisors, LLC

3.92K

Jun 30, 26

-215

0.01%

NVWM, LLC

3.92K

Jun 30, 26

-15

0.01%

New Capital Management LP

3.90K

Jun 30, 26

+306

0.01%

SAX WEALTH ADVISORS, LLC

3.88K

Jun 30, 26

+200

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

3.87K

Jun 30, 26

0.01%

SECURED RETIREMENT ADVISORS, LLC

3.87K

Jun 30, 26

+107

0.01%

MILESTONE ASSET MANAGEMENT, LLC

3.85K

Jun 30, 26

-50

0.01%

CAHILL FINANCIAL ADVISORS INC

3.84K

Jun 30, 26

0.01%

Andrews Advisory Associates, LLC

3.82K

Jun 30, 26

+13

0.01%

Gould Capital, LLC

3.76K

Jun 30, 26

0.01%

McNamara Financial Services, Inc.

3.73K

Jun 30, 26

+83

0.01%

Federation des caisses Desjardins du Quebec

3.72K

Jun 30, 26

+1.75K

0.01%

Miracle Mile Advisors, LLC

3.70K

Jun 30, 26

+104

0.01%

Summit Trail Advisors, LLC

3.67K

Jun 30, 26

0.01%

LIFELONG WEALTH ADVISORS, INC.

3.65K

Jun 30, 26

-1

0.01%

NATIONAL BANK OF CANADA /FI/

3.59K

Jun 30, 26

+615

0.01%

CENTAURUS FINANCIAL, INC.

3.52K

Jun 30, 26

+120

0.01%

Cardinal Point Capital Management, ULC

3.49K

Jun 30, 26

-505

0.01%

TD Waterhouse Canada Inc.

3.46K

Jun 30, 26

+847

0.01%

ESG Planning

3.43K

Jun 30, 26

-564

0.01%

Purpose Unlimited Inc.

3.41K

Jun 30, 26

-320

0.01%

Choice Wealth Advisors, LLC

3.32K

Jun 30, 26

-363

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

3.29K

Jun 30, 26

+87

0.01%

Aprio Wealth Management, LLC

3.28K

Jun 30, 26

0.01%

Ausdal Financial Partners, Inc.

3.25K

Jun 30, 26

+16

0.01%

Westshore Wealth, LLC

3.24K

Jun 30, 26

0.01%

Valpey Financial Services, LLC

3.22K

Jun 30, 26

+104

0.01%

SIGNATUREFD, LLC

3.21K

Jun 30, 26

+1.10K

0.01%

Columbia River Financial Group, LLC

3.18K

Jun 30, 26

-46

0.01%

Parallel Advisors, LLC

3.14K

Jun 30, 26

+295

0.01%

CoreCap Advisors, LLC

3.13K

Jun 30, 26

+67

0.01%

AMERIFLEX GROUP, INC.

3.11K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

3.10K

Jun 30, 26

+78

0.01%

Vested Financial Planning, LLC

3.10K

Jun 30, 26

0.01%

Premier Private Wealth Management LLC

3.04K

Jun 30, 26

-152

0.01%

FORTE ASSET MANAGEMENT LLC

3.03K

Jun 30, 26

0.01%

Sightline Wealth Advisors, LLC

3.00K

Jun 30, 26

+232

0.01%

Meridian Wealth Advisors, LLC

2.97K

Jun 30, 26

-104

0.01%

Bay Harbor Wealth Management, LLC

2.94K

Jun 30, 26

0.01%

Partners in Financial Planning

2.93K

Jun 30, 26

+15

0.01%

ARKANSAS FINANCIAL GROUP, INC.

2.93K

Jun 30, 26

-30

0.01%

Focus Financial Network, Inc.

2.92K

Jun 30, 26

-25

0.01%

tru Independence LLC

2.91K

Jun 30, 26

+183

0.01%

SWMG, LLC

2.90K

Jun 30, 26

+207

0.01%

Peak Wealth Management LLC

2.89K

Jun 30, 26

0.01%

BASSO CAPITAL MANAGEMENT, L.P.

2.88K

Jun 30, 26

+2.88K

0.01%

Riverbend Wealth Management, LLC

2.81K

Jun 30, 26

+335

0.01%

Financial Strategies Group, Inc.

2.78K

Jun 30, 26

+200

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.76K

Jun 30, 26

0.01%

BIP Wealth, LLC

2.76K

Jun 30, 26

-214

0.01%

Salus Financial Advisors, LLC

2.73K

Jun 30, 26

+136

0.01%

Altrius Capital Management Inc

2.71K

Jun 30, 26

-655

0.01%

TBH Global Asset Management, LLC

2.70K

Jun 30, 26

+2.70K

0.01%

CLIENT 1ST ADVISORY GROUP, LLC

2.68K

Jun 30, 26

-175

0.01%

CORA CAPITAL ADVISORS LLC

2.63K

Jun 30, 26

0.01%

FAMILY WEALTH PARTNERS, LLC

2.62K

Jun 30, 26

0.01%

Landmark Wealth Management, LLC

2.61K

Jun 30, 26

-121

0.01%

Chemistry Wealth Management LLC

2.58K

Jun 30, 26

+60

0.01%

Beacon Pointe Advisors, LLC

2.56K

Jun 30, 26

0.01%

Bond & Devick Financial Network, Inc.

2.54K

Jun 30, 26

+274

0.01%

Perissos Private Wealth Management, LLC

2.46K

Jun 30, 26

+181

0.01%

AssuredPartners Investment Advisors, LLC

2.42K

Jun 30, 26

+2.42K

0.01%

IFP Advisors, Inc

2.42K

Jun 30, 26

-970

0.01%

Parkway Wealth Management Group, LLC

2.41K

Jun 30, 26

-151

0.01%

Optivise Advisory Services LLC

2.38K

Jun 30, 26

-1.40K

0.01%

Atomi Financial Group, Inc.

2.37K

Jun 30, 26

-689

0.01%

Markin Asset Management, LP

2.36K

Jun 30, 26

0.01%

NAPLES GLOBAL ADVISORS, LLC

2.33K

Jun 30, 26

0.01%

PFG Advisors

2.31K

Jun 30, 26

+20

0.01%

Ashton Thomas Private Wealth, LLC

2.31K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

2.31K

Jun 30, 26

+98

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

2.30K

Jun 30, 26

0.01%

COREPATH WEALTH PARTNERS LLC

2.30K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

2.30K

Jun 30, 26

+11

0.01%

Phil A. Younker & Associates, Ltd.

2.28K

Jun 30, 26

0.01%

Cadence Wealth Management LLC

2.25K

Jun 30, 26

+2.25K

0.01%

TRUIST FINANCIAL CORP

2.24K

Jun 30, 26

+2.24K

0.01%

TL Private Wealth

2.23K

Jun 30, 26

-405

0.01%

Calder Financial LLC

2.23K

Jun 30, 26

+2.23K

0.01%

J.W. COLE ADVISORS, INC.

2.19K

Jun 30, 26

+2.19K

0.01%

Lebenthal Global Advisors, LLC

2.17K

Jun 30, 26

+2.17K

0.01%

Atlas Private Wealth Advisors

2.17K

Jun 30, 26

-138

0.01%

Brio Consultants, LLC

2.15K

Jun 30, 26

+2.15K

0.01%

Forefront Wealth Partners, LLC

2.15K

Jun 30, 26

+2.15K

0.01%

CENTRAL VALLEY ADVISORS, LLC

2.15K

Jun 30, 26

+2.15K

0.01%

Atlas Legacy Advisors, LLC

2.14K

Jun 30, 26

-448

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.13K

Jun 30, 26

+2.13K

0.01%

Snowden Capital Advisors LLC

2.07K

Jun 30, 26

+2.07K

0.01%

Procyon Advisors, LLC

2.06K

Jun 30, 26

+2.06K

0.01%

Madrona Financial Services, LLC

2.06K

Jun 30, 26

+2.06K

0.01%

Mascoma Wealth Management LLC

2.02K

Jun 30, 26

-27

0.01%

Lloyd Advisory Services, LLC.

1.78K

Jun 30, 26

+1.78K

0.01%

SILVER OAK SECURITIES, INCORPORATED

1.76K

Jun 30, 26

+1.76K

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.72K

Jun 30, 26

-16

0.01%

Golden State Wealth Management, LLC

1.68K

Jun 30, 26

+161

0.01%

ELEVATE WEALTH ADVISORY, INC

1.68K

Jun 30, 26

+15

0.01%

Aptus Capital Advisors, LLC

1.55K

Jun 30, 26

+161

0.00%

AlphaCore Capital LLC

1.53K

Jun 30, 26

+158

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.51K

Jun 30, 26

-25

0.00%

Longview Financial Advisors LLC

1.49K

Jun 30, 26

-659

0.00%

BANK OF MONTREAL /CAN/

1.18K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.17K

Jun 30, 26

0.00%

Regatta Research & Money Management

1.16K

Jun 30, 26

+1.16K

0.00%

MONTAG A & ASSOCIATES INC

1.04K

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.01K

Jun 30, 26

-151

0.00%

Synergy Investment Management, LLC

1.00K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

1.00K

Jun 30, 26

0.00%

American Capital Advisory, LLC

880

Jun 30, 26

0.00%

US BANCORP \DE\

788

Jun 30, 26

-89

0.00%

Align Financial, LLC

779

Jun 30, 26

0.00%

CKW FINANCIAL GROUP

774

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

732

Jun 30, 26

+732

0.00%

Washington Trust Advisors, Inc.

685

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

684

Jun 30, 26

+420

0.00%

Frisco Financial Planning LLC

672

Jun 30, 26

0.00%

Larson Financial Group LLC

613

Jun 30, 26

0.00%

CITIGROUP INC

600

Jun 30, 26

-200

0.00%

FIDUCIARY FINANCIAL ADVISORS

596

Jun 30, 26

+596

0.00%

BLUELINE ADVISORS LLC

554

Jun 30, 26

0.00%

Pacifica Partners Inc.

520

Jun 30, 26

0.00%

Activest Wealth Management

499

Jun 30, 26

0.00%

GAMMA Investing LLC

495

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

454

Jun 30, 26

+454

0.00%

Continuum Advisory, LLC

450

Jun 30, 26

+450

0.00%

Clearstead Trust, LLC

444

Jun 30, 26

+192

0.00%

EASTERN BANK

440

Jun 30, 26

0.00%

Noble Wealth Management PBC

409

Jun 30, 26

-81

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

387

Jun 30, 26

0.00%

Mosley Wealth Management

350

Jun 30, 26

-2.83K

0.00%

Capital Advisor Network LLC

331

Jun 30, 26

0.00%

Strategic Advocates LLC

306

Jun 30, 26

-475

0.00%

Retirement Wealth Solutions LLC

304

Jun 30, 26

+89

0.00%

MCF Advisors LLC

303

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

296

Jun 30, 26

0.00%

North Star Investment Management Corp.

294

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

285

Jun 30, 26

+285

0.00%

Abound Wealth Management

263

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

248

Jun 30, 26

+248

0.00%

SIMPLEX TRADING, LLC

238

Jun 30, 26

+238

0.00%

Capital Analysts, LLC

225

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

219

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

206

Jun 30, 26

-737

0.00%

Morton Brown Family Wealth, LLC

194

Jun 30, 26

0.00%

Caldwell Trust Co

175

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

152

Jun 30, 26

0.00%

Addison Advisors LLC

148

Jun 30, 26

+13

0.00%

CGC Financial Services, LLC

131

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

128

Jun 30, 26

0.00%

SFAM, LLC

123

Jun 30, 26

0.00%

Fortitude Family Office, LLC

119

Jun 30, 26

0.00%

Robinswood Financial LLC

117

Jun 30, 26

+117

0.00%

N.E.W. Advisory Services LLC

114

Jun 30, 26

0.00%

Nemes Rush Group LLC

108

Jun 30, 26

0.00%

Front Row Advisors LLC

105

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Essential Partners LLC

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

-2

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-683

0.00%

Princeton Global Asset Management LLC

Jun 30, 26

0.00%

Networth Advisors, LLC

Jun 30, 26

+12

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

DT Investment Partners, LLC

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

-41

0.00%

Rossby Financial, LCC

Jun 30, 26

-413

0.00%

Delos Wealth Advisors, LLC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

Jun 30, 26

0.00%

Aventus Investment Advisors, Inc.

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

-20

0.00%

Destiny Wealth Partners, LLC

Jun 30, 26

-350

Motley Fool Wealth Management, LLC

Jun 30, 26

-2.57K

Financial Life Planners

Jun 30, 26

-133

Wright Fund Management, LLC

Jun 30, 26

-2.62K

THRYVE WEALTH MANAGEMENT LLC

Jun 30, 26

-12.07K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-697

Savvy Advisors, Inc.

Jun 30, 26

-7.74K

Signal Advisors Wealth, LLC

Jun 30, 26

-2.89K

WEALTH EFFECTS LLC

Jun 30, 26

-3.04K

Johnson Bixby & Associates, LLC

Jun 30, 26

-3.03K

Holistic Planning, LLC

Jun 30, 26

-3.01K

Independent Advisor Alliance

Jun 30, 26

-5.34K

MAI Capital Management

Jun 30, 26

-1.59K

Waterloo Capital, L.P.

Jun 30, 26

-2.38K

Operose Advisors LLC

Jun 30, 26

-67

Archvest Wealth Advisors, Inc.

Jun 30, 26

-2.69K

NBT BANK N A /NY

Jun 30, 26

-1.25K

Milestone Investment Advisors LLC

Jun 30, 26

-57

BlackRock, Inc.

Jun 30, 26

-27

Clarity Asset Management, Inc.

Jun 30, 26

-1.20K

WELLINGTON-ALTUS USA INC.

Jun 30, 26

-1.26K

Sound Income Strategies, LLC

Jun 30, 26

-936

CWM, LLC

4.22K

Mar 31, 26

+739

0.01%

Efficient Advisors, LLC

4.15K

Mar 31, 26

-101

0.01%

Coordinated Financial Services, Inc.

2.37K

Mar 31, 26

+66

0.01%

Sunbelt Securities, Inc.

224

Mar 31, 26

0.00%

McIlrath & Eck, LLC

208

Mar 31, 26

0.00%

CAPITAL INSIGHT PARTNERS, LLC

20.32K

Dec 31, 25

+697

0.06%

NICOLET ADVISORY SERVICES, LLC

12.56K

Dec 31, 25

+39

0.04%

High Falls Advisors, Inc

11.01K

Dec 31, 25

-506

0.03%

Divergent Planning, LLC

5.05K

Dec 31, 25

+72

0.02%

COMERICA BANK

3.37K

Dec 31, 25

+42

0.01%

Running Point Capital Advisors, LLC

2.25K

Dec 31, 25

0.01%

Atomic Invest LLC

1.37K

Dec 31, 25

+1.37K

0.00%

Motiv8 Investments LLC

184

Dec 31, 25

+184

0.00%

CIBC Private Wealth Group, LLC

125

Dec 31, 25

+24

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-658

Financial Advocates Investment Management

71.61K

Sep 30, 25

+342

0.22%

MARSHALL FINANCIAL GROUP INC /ADV

6.95K

Sep 30, 25

-926

0.02%

Siligmueller & Norvid Wealth Advisors LLC

2.74K

Sep 30, 25

+2.74K

0.01%

NAPA WEALTH MANAGEMENT

2.44K

Sep 30, 25

+37

0.01%

FSA Wealth Management LLC

241

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

118

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-3.26K

Atria Wealth Solutions, Inc.

7.15K

Jun 30, 25

+2.35K

0.02%

Congress Wealth Management LLC / DE /

5.70K

Jun 30, 25

+5.70K

0.02%

AVANTAX ADVISORY SERVICES, INC.

5.15K

Jun 30, 25

0.02%

Elios Financial Group Inc.

4.88K

Jun 30, 25

+293

0.01%

Capital A Wealth Management, LLC

525

Jun 30, 25

-2.37K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Corrigan Financial, Inc.

16.48K

Mar 31, 25

+870

0.05%

Lane & Associates LLC

6.19K

Mar 31, 25

+129

0.02%

Vista Wealth Management Group, LLC

3.44K

Mar 31, 25

+3.44K

0.01%

Lindbrook Capital, LLC

820

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-1

0.00%

Marcum Wealth, LLC

Mar 31, 25

-4.92K

Aveo Capital Partners, LLC

Mar 31, 25

-66.92K

Sugarloaf Wealth Management, LLC

6.28K

Dec 31, 24

+57

0.02%

WR Wealth Planners, LLC

Dec 31, 24

-156

FinTrust Capital Advisors, LLC

17.39K

Sep 30, 24

+241

0.05%

Raymond James Financial Services Advisors, Inc.

15.36K

Sep 30, 24

-815

0.05%

RAYMOND JAMES & ASSOCIATES

11.57K

Sep 30, 24

+750

0.04%

Syntrinsic LLC

9.42K

Sep 30, 24

+127

0.03%

Source Financial Advisors LLC

5.26K

Sep 30, 24

-147

0.02%

TNF LLC

Sep 30, 24

-3.09K

Cetera Advisors LLC

16.26K

Mar 31, 24

+980

0.05%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

4.90K

Mar 31, 24

+81

0.01%

Cetera Advisor Networks LLC

3.86K

Mar 31, 24

+83

0.01%

CAMBRIDGE TRUST CO

430

Mar 31, 24

0.00%

First Ascent Asset Management, LLC

79.46K

Dec 31, 23

+5.49K

0.24%

StrategIQ Financial Group, LLC

44.20K

Dec 31, 23

-1.27K

0.13%

WADE G W & INC

5.27K

Dec 31, 23

+5.27K

0.02%

Bartlett & Co. LLC

142

Dec 31, 23

+142

0.00%

EisnerAmper Wealth Management Corporate Benefits, LLC

Dec 31, 23

-11.44K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

42.62K

Sep 30, 23

0.13%

Polaris Wealth Advisory Group, LLC

23.82K

Sep 30, 23

-1.95K

0.07%

TimeScale Financial, Inc.

4.38K

Jun 30, 23

+455

0.01%

Wealth Enhancement & Preservation of GA, LLC

3.89K

Jun 30, 23

+3.89K

0.01%

Ahrens Investment Partners LLC

39.82K

Mar 31, 23

-1.01K

0.12%

Clear Perspectives Financial Planning, LLC

1.07K

Mar 31, 23

-35

0.00%

Sargent Bickham Lagudis LLC

7.11K

Dec 31, 22

0.02%

SBK Financial, Inc.

4.11K

Dec 31, 22

+15

0.01%

Cribstone Capital Management, LLC

138

Dec 31, 22

0.00%

St. James Investment Advisors, LLC

Dec 31, 22

-197

CPWM, LLC

17.39K

Sep 30, 22

-3.19K

0.05%

LFS ASSET MANAGEMENT

12.79K

Sep 30, 22

-1.79K

0.04%

American Portfolios Advisors

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+15

0.00%

Goldstein Munger & Associates

Sep 30, 22

-3.48K

Frontier Wealth Management LLC

4.37K

Jun 30, 22

+139

0.01%

Lake Point Wealth Management

135

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

-7.20K

Private Capital Group, LLC

Jun 30, 22

-3.10K

Freedman Financial Associates, Inc.

891

Mar 31, 22

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

14.45K

Dec 31, 21

+14.45K

0.04%

Carroll Financial Associates, Inc.

2.80K

Dec 31, 21

+1.89K

0.01%

NEXT Financial Group, Inc

364

Dec 31, 21

-69

0.00%

Cardan Capital Partners, LLC

11.68K

Sep 30, 21

+5.83K

0.04%

Cascadia Advisory Services, LLC

3.74K

Sep 30, 21

+331

0.01%

C-J Advisory, Inc.

2.93K

Sep 30, 21

-1.95K

0.01%

Paracle Advisors, LLC

3.59K

Mar 31, 21

-2.35K

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

18.64K

Dec 31, 20

-374

0.06%

LifePlan Financial Group, Inc

1.05K

Sep 30, 20

0.00%

TRUEWEALTH LLC

278

Jun 30, 20

+133

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

42.17K

Dec 31, 19

-25.20K

0.13%

Advisor Group, Inc.

13.37K

Dec 31, 19

+1.91K

0.04%

OptiFour Integrated Wealth Management, LLC

9.22K

Dec 31, 19

0.03%

CAPITAL ONE, NATIONAL ASSOCIATION

3.58K

Dec 31, 19

+3.58K

0.01%

MADRONA FUNDS, LLC

35.37K

Sep 30, 19

+35.37K

0.11%

Wealth & Pension Services Group, Inc.

14.72K

Sep 30, 19

+264

0.04%

Patriot Wealth Management, Inc.

28.55K

Dec 31, 18

-2.17K

0.09%

Watermark Asset Management, Inc.

8.11K

Dec 31, 18

+87

0.02%

Peachtree Investment Advisors, Inc.

4.59K

Dec 31, 18

+170

0.01%

RAND WEALTH, LLC

3.77K

Sep 30, 18

+3.77K

0.01%

KHP Capital, LLC

770

Sep 30, 18

-38

0.00%

Commonwealth Equity Services, Inc

89.00K

Jun 30, 17

-2.08K

0.27%

Virtu KCG Holdings LLC

Jun 30, 17

-4.66K

Stanford Investment Group, Inc.

2.40K

Dec 31, 16

0.01%

MSI Financial Services Inc

813

Dec 31, 16

-587

0.00%

VSR Financial Services, Inc.

14.46K

Jun 30, 16

-5.70K

0.04%

Investors Capital Advisory Services

6.30K

Jun 30, 16

0.02%

Fusion Investment Group, LLC

Dec 31, 15

-516

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-3.71K

BOSTON PRIVATE BANK & TRUST CO

180

Mar 31, 15

0.00%

UBS AG

1.91K

Sep 30, 14

-339

0.01%

Jane Street Holding, LLC

4.68K

Dec 31, 13

-198

0.01%

Signator Financial Services, Inc.

4.82K

Sep 30, 13

0.01%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-7.10K