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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 |
|---|---|---|---|---|
| LPL Financial LLC | 629.40K | Jun 30, 26 | -9.14K | 3.18% |
| BlackRock, Inc. | 381.37K | Jun 30, 26 | +37.55K | 1.93% |
| Strategic Investment Solutions, Inc. /IL | 347.66K | Jun 30, 26 | -49.15K | 1.76% |
| Elevation Capital Advisory, LLC | 292.38K | Jun 30, 26 | +189.43K | 1.48% |
| Curran Financial Partners, LLC | 226.29K | Jun 30, 26 | +23.26K | 1.14% |
| Cetera Investment Advisers | 207.72K | Jun 30, 26 | +7.52K | 1.05% |
| MORGAN STANLEY | 175.36K | Jun 30, 26 | +2.73K | 0.89% |
| One Capital Management, LLC | 175.24K | Jun 30, 26 | -- | 0.89% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 170.77K | Jun 30, 26 | +170.77K | 0.86% |
| BANK OF AMERICA CORP /DE/ | 163.39K | Jun 30, 26 | -2.56K | 0.83% |
| Investment Advisory Group, LLC | 158.40K | Jun 30, 26 | +11.13K | 0.80% |
| Weaver Consulting Group | 155.48K | Jun 30, 26 | +6.89K | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 130.76K | Jun 30, 26 | +40.86K | 0.66% |
| Cambridge Investment Research Advisors, Inc. | 114.47K | Jun 30, 26 | +10.88K | 0.58% |
| WELLS FARGO & COMPANY/MN | 102.77K | Jun 30, 26 | -5.45K | 0.52% |
| Hershey Financial Advisers, LLC | 96.36K | Jun 30, 26 | +96.36K | 0.49% |
| STIFEL FINANCIAL CORP | 93.29K | Jun 30, 26 | +21.76K | 0.47% |
| Foundations Investment Advisors, LLC | 83.17K | Jun 30, 26 | +3.91K | 0.42% |
| GTS SECURITIES LLC | 81.67K | Jun 30, 26 | +81.67K | 0.41% |
| Private Advisor Group, LLC | 66.87K | Jun 30, 26 | -4.94K | 0.34% |
| CONGRESS ASSET MANAGEMENT CO /MA | 63.70K | Jun 30, 26 | -114.73K | 0.32% |
| High Net Worth Advisory Group LLC | 62.60K | Jun 30, 26 | +6.00K | 0.32% |
| GILPIN WEALTH MANAGEMENT, LLC | 62.51K | Jun 30, 26 | -8.51K | 0.32% |
| Legacy Capital Wealth Partners, LLC | 54.88K | Jun 30, 26 | -- | 0.28% |
| David R. Rahn & Associates Inc. | 50.75K | Jun 30, 26 | -686 | 0.26% |
| Sentinus, LLC | 47.63K | Jun 30, 26 | +7.58K | 0.24% |
| HARBOUR INVESTMENTS, INC. | 47.56K | Jun 30, 26 | +2.16K | 0.24% |
| JPMORGAN CHASE & CO | 44.42K | Jun 30, 26 | -3 | 0.22% |
| Lido Advisors, LLC | 43.17K | Jun 30, 26 | -12.32K | 0.22% |
| BASSO CAPITAL MANAGEMENT, L.P. | 40.86K | Jun 30, 26 | +40.86K | 0.21% |
| Brookstone Capital Management | 38.71K | Jun 30, 26 | -179.66K | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.70K | Jun 30, 26 | -994 | 0.20% |
| JANE STREET GROUP, LLC | 37.11K | Jun 30, 26 | +37.11K | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.40K | Jun 30, 26 | -31.98K | 0.18% |
| NATIONAL BANK OF CANADA /FI/ | 35.77K | Jun 30, 26 | +4.65K | 0.18% |
| J.W. COLE ADVISORS, INC. | 33.09K | Jun 30, 26 | +33.09K | 0.17% |
| RCW Management, LLC | 31.99K | Jun 30, 26 | -- | 0.16% |
| Consilium Wealth Advisory, LLC | 31.83K | Jun 30, 26 | -4.62K | 0.16% |
| Equitable Holdings, Inc. | 30.12K | Jun 30, 26 | +4.98K | 0.15% |
| CI Private Wealth, LLC | 30.05K | Jun 30, 26 | +29 | 0.15% |
| BlueStem Wealth Partners, LLC | 29.20K | Jun 30, 26 | -1.23K | 0.15% |
| RIK SAYLOR FINANCIAL, INC. | 28.95K | Jun 30, 26 | -535 | 0.15% |
| Mariner, LLC | 28.75K | Jun 30, 26 | -9.62K | 0.15% |
| AMERIPRISE FINANCIAL INC | 28.12K | Jun 30, 26 | -1.65K | 0.14% |
| Ameritas Advisory Services, LLC | 27.28K | Jun 30, 26 | +27.28K | 0.14% |
| CITADEL ADVISORS LLC | 27.08K | Jun 30, 26 | +5.60K | 0.14% |
| UBS Group AG | 26.93K | Jun 30, 26 | -1.41K | 0.14% |
| Thrive Capital Management, LLC | 26.53K | Jun 30, 26 | +559 | 0.13% |
| L.K. Benson & Company, P.C. | 23.42K | Jun 30, 26 | +23.42K | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 23.03K | Jun 30, 26 | +7.85K | 0.12% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 22.97K | Jun 30, 26 | -230 | 0.12% |
| Waverly Advisors, LLC | 22.93K | Jun 30, 26 | +2.03K | 0.12% |
| Visionary Wealth Advisors | 22.74K | Jun 30, 26 | -5.34K | 0.12% |
| Madrid Financial Services | 22.51K | Jun 30, 26 | +2.69K | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 22.50K | Jun 30, 26 | -143 | 0.11% |
| AE Wealth Management LLC | 22.16K | Jun 30, 26 | +13.77K | 0.11% |
| ROYAL BANK OF CANADA | 21.70K | Jun 30, 26 | -3.24K | 0.11% |
| Sovereign Financial Group, Inc. | 21.17K | Jun 30, 26 | +75 | 0.11% |
| Waterloo Capital, L.P. | 20.26K | Jun 30, 26 | -15.04K | 0.10% |
| Modera Wealth Management, LLC | 19.01K | Jun 30, 26 | -- | 0.10% |
| Legacy Wealth Partners, LLC | 18.34K | Jun 30, 26 | +664 | 0.09% |
| RDA Financial Network | 18.20K | Jun 30, 26 | +2 | 0.09% |
| Camarda Financial Advisors, LLC | 17.82K | Jun 30, 26 | -74 | 0.09% |
| Strategic Blueprint, LLC | 17.82K | Jun 30, 26 | +10.20K | 0.09% |
| Onyx Bridge Wealth Group LLC | 16.72K | Jun 30, 26 | -16.16K | 0.08% |
| Cerity Partners LLC | 15.89K | Jun 30, 26 | +15.89K | 0.08% |
| Wealth Forward, LLC | 15.20K | Jun 30, 26 | -69 | 0.08% |
| Prosperity Consulting Group, LLC | 14.69K | Jun 30, 26 | +152 | 0.07% |
| BENJAMIN EDWARDS INC | 13.78K | Jun 30, 26 | +2.52K | 0.07% |
| TRUE Private Wealth Advisors | 12.66K | Jun 30, 26 | -- | 0.06% |
| MML INVESTORS SERVICES, LLC | 12.64K | Jun 30, 26 | +4.82K | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 12.62K | Jun 30, 26 | -1.45K | 0.06% |
| Integrated Wealth Concepts LLC | 12.46K | Jun 30, 26 | -1.83K | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.44K | Jun 30, 26 | +1.61K | 0.06% |
| Steward Partners Investment Advisory, LLC | 12.02K | Jun 30, 26 | -687 | 0.06% |
| Ausdal Financial Partners, Inc. | 11.90K | Jun 30, 26 | -41 | 0.06% |
| SILVER OAK SECURITIES, INCORPORATED | 11.69K | Jun 30, 26 | -10.72K | 0.06% |
| VERUS CAPITAL PARTNERS, LLC | 11.46K | Jun 30, 26 | -- | 0.06% |
| Federation des caisses Desjardins du Quebec | 11.34K | Jun 30, 26 | +350 | 0.06% |
| Legacy Financial Group LLC | 11.05K | Jun 30, 26 | +625 | 0.06% |
| National Wealth Management Group, LLC | 10.98K | Jun 30, 26 | +412 | 0.06% |
| R2 Capital Strategies, LLC | 10.36K | Jun 30, 26 | +10.36K | 0.05% |
| Tempus Wealth Planning, LLC | 10.20K | Jun 30, 26 | +3.54K | 0.05% |
| HighTower Advisors, LLC | 9.77K | Jun 30, 26 | +4.10K | 0.05% |
| GeoWealth Management, LLC | 9.75K | Jun 30, 26 | +510 | 0.05% |
| Meridian Wealth Management, LLC | 9.71K | Jun 30, 26 | +9.71K | 0.05% |
| Valpey Financial Services, LLC | 9.65K | Jun 30, 26 | -183 | 0.05% |
| SAGE FINANCIAL GROUP INC | 9.49K | Jun 30, 26 | -- | 0.05% |
| Insight Wealth Partners, LLC | 9.40K | Jun 30, 26 | -- | 0.05% |
| Spartan Wealth Advisory Services LLC | 9.37K | Jun 30, 26 | -1.81K | 0.05% |
| Chicago Partners Investment Group LLC | 9.05K | Jun 30, 26 | +77 | 0.05% |
| Advisors Capital Management, LLC | 8.90K | Jun 30, 26 | -- | 0.05% |
| Transcendent Capital Group LLC | 8.48K | Jun 30, 26 | +590 | 0.04% |
| AXXCESS WEALTH MANAGEMENT, LLC | 8.48K | Jun 30, 26 | +8.48K | 0.04% |
| Darwin Wealth Management, LLC | 8.48K | Jun 30, 26 | -90 | 0.04% |
| ASPIRIANT, LLC | 8.06K | Jun 30, 26 | -- | 0.04% |
| BridgePort Financial Solutions, LLC | 7.62K | Jun 30, 26 | -4 | 0.04% |
| IMA Wealth, Inc. | 7.54K | Jun 30, 26 | +4.37K | 0.04% |
| Millington Financial Advisors, LLC | 7.50K | Jun 30, 26 | +65 | 0.04% |
| Buckingham Strategic Partners | 7.38K | Jun 30, 26 | -87 | 0.04% |
| BANK OF MONTREAL /CAN/ | 7.30K | Jun 30, 26 | -444 | 0.04% |
| NICOLET BANKSHARES INC | 7.28K | Jun 30, 26 | +8 | 0.04% |
| Valley Financial Group, Inc. | 7.05K | Jun 30, 26 | -54 | 0.04% |
| Kestra Advisory Services, LLC | 6.84K | Jun 30, 26 | -488 | 0.03% |
| Well Done, LLC | 6.54K | Jun 30, 26 | -- | 0.03% |
| EP Wealth Advisors, LLC | 6.43K | Jun 30, 26 | +20 | 0.03% |
| Archvest Wealth Advisors, Inc. | 6.39K | Jun 30, 26 | -1.44K | 0.03% |
| ADVISORTRUST PARTNERS, LLC | 6.24K | Jun 30, 26 | +318 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.22K | Jun 30, 26 | +6.22K | 0.03% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6.00K | Jun 30, 26 | -- | 0.03% |
| USAdvisors Wealth Management, LLC | 5.90K | Jun 30, 26 | +33 | 0.03% |
| Merit Financial Group, LLC | 5.88K | Jun 30, 26 | +5.88K | 0.03% |
| Global Retirement Partners, LLC | 5.88K | Jun 30, 26 | +5.88K | 0.03% |
| Prentice Wealth Management LLC | 5.67K | Jun 30, 26 | +158 | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.54K | Jun 30, 26 | -- | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.16K | Jun 30, 26 | +5.16K | 0.03% |
| Western Wealth Management, LLC | 5.10K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 5.10K | Jun 30, 26 | -1.40K | 0.03% |
| JIM SAULNIER & ASSOCIATES, LLC | 5.04K | Jun 30, 26 | +5.04K | 0.03% |
| Mutual Advisors, LLC | 5.02K | Jun 30, 26 | -749 | 0.03% |
| Redmond Asset Management, LLC | 4.93K | Jun 30, 26 | +4.93K | 0.02% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4.91K | Jun 30, 26 | +4.91K | 0.02% |
| Janney Montgomery Scott LLC | 4.90K | Jun 30, 26 | -125 | 0.02% |
| FSM Wealth Advisors, LLC | 4.90K | Jun 30, 26 | +4.90K | 0.02% |
| Phil A. Younker & Associates, Ltd. | 4.89K | Jun 30, 26 | -18.54K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.70K | Jun 30, 26 | +4.70K | 0.02% |
| IFP Advisors, Inc | 4.67K | Jun 30, 26 | +23 | 0.02% |
| Integrity Financial Corp /WA | 4.20K | Jun 30, 26 | -31 | 0.02% |
| VANGUARD ADVISERS INC | 4.08K | Jun 30, 26 | -- | 0.02% |
| Geneos Wealth Management Inc. | 4.00K | Jun 30, 26 | -- | 0.02% |
| KELLEHER FINANCIAL ADVISORS | 3.93K | Jun 30, 26 | +3.93K | 0.02% |
| Spire Wealth Management | 3.43K | Jun 30, 26 | -2.96K | 0.02% |
| Allworth Financial LP | 3.42K | Jun 30, 26 | -151 | 0.02% |
| Bay Harbor Wealth Management, LLC | 3.31K | Jun 30, 26 | -4 | 0.02% |
| NewEdge Advisors, LLC | 3.27K | Jun 30, 26 | -- | 0.02% |
| TD Waterhouse Canada Inc. | 3.27K | Jun 30, 26 | -611 | 0.02% |
| Montgomery Financial Services LLC | 3.11K | Jun 30, 26 | +3.11K | 0.02% |
| Costello Asset Management, INC | 2.62K | Jun 30, 26 | -20 | 0.01% |
| BESSEMER GROUP INC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Caldwell Trust Co | 2.25K | Jun 30, 26 | -- | 0.01% |
| Schuylkill Financial LLC | 2.13K | Jun 30, 26 | +2.13K | 0.01% |
| Mosley Wealth Management | 2.08K | Jun 30, 26 | -299 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.78K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 1.63K | Jun 30, 26 | -1.59K | 0.01% |
| FIFTH THIRD BANCORP | 1.60K | Jun 30, 26 | +353 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.44K | Jun 30, 26 | -433 | 0.01% |
| United Community Bank | 1.43K | Jun 30, 26 | -- | 0.01% |
| Glen Eagle Advisors, LLC | 1.25K | Jun 30, 26 | +9 | 0.01% |
| Purpose Unlimited Inc. | 1.20K | Jun 30, 26 | +1.20K | 0.01% |
| 1 NORTH WEALTH SERVICES LLC | 1.20K | Jun 30, 26 | -- | 0.01% |
| Cornerstone Planning Group LLC | 1.14K | Jun 30, 26 | -95 | 0.01% |
| SRS Capital Advisors, Inc. | 1.11K | Jun 30, 26 | -279 | 0.01% |
| Continuum Advisory, LLC | 938 | Jun 30, 26 | +938 | 0.00% |
| AdvisorNet Financial, Inc | 908 | Jun 30, 26 | -165 | 0.00% |
| Kingdom Financial Group LLC. | 891 | Jun 30, 26 | +891 | 0.00% |
| CoreCap Advisors, LLC | 843 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 797 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 730 | Jun 30, 26 | +1 | 0.00% |
| Leo H. Evart, Inc. | 692 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 666 | Jun 30, 26 | -1.12K | 0.00% |
| CX Institutional | 642 | Jun 30, 26 | +36 | 0.00% |
| Synergy Investment Management, LLC | 639 | Jun 30, 26 | +4 | 0.00% |
| Archer Investment Corp | 617 | Jun 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 583 | Jun 30, 26 | +3 | 0.00% |
| Tidemark, LLC | 551 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 534 | Jun 30, 26 | +39 | 0.00% |
| TSFG, LLC | 500 | Jun 30, 26 | +500 | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 475 | Jun 30, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 464 | Jun 30, 26 | +3 | 0.00% |
| Westfuller Advisors, LLC | 449 | Jun 30, 26 | +3 | 0.00% |
| Aptus Capital Advisors, LLC | 365 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 347 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 302 | Jun 30, 26 | -34 | 0.00% |
| PRIVATE TRUST CO NA | 300 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 297 | Jun 30, 26 | +297 | 0.00% |
| IFG Advisory, LLC | 251 | Jun 30, 26 | +251 | 0.00% |
| Mascoma Wealth Management LLC | 183 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 183 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 176 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 151 | Jun 30, 26 | -- | 0.00% |
| StrongBox Wealth, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 39 | Jun 30, 26 | +11 | 0.00% |
| Ronald Blue Trust, Inc. | 27 | Jun 30, 26 | +27 | 0.00% |
| Lloyd Advisory Services, LLC. | 25 | Jun 30, 26 | +25 | 0.00% |
| Clearstead Advisors, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1.88K | -- |
| KMG FIDUCIARY PARTNERS, LLC | -- | Jun 30, 26 | -35.04K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -107 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -753 | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -1.34K | -- |
| WELLINGTON-ALTUS USA INC. | -- | Jun 30, 26 | -900 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -774 | -- |
| UNIQUE WEALTH, LLC | -- | Jun 30, 26 | -12.26K | -- |
| TD PRIVATE CLIENT WEALTH LLC | -- | Jun 30, 26 | -4.49K | -- |
| Dynamic Advisor Solutions LLC | -- | Jun 30, 26 | -8.54K | -- |
| Coordinated Financial Services, Inc. | 5.26K | Mar 31, 26 | +5.26K | 0.03% |
| CWM, LLC | 4.87K | Mar 31, 26 | +1.20K | 0.02% |
| Sunbelt Securities, Inc. | 816 | Mar 31, 26 | +458 | 0.00% |
| Horizons Wealth Management | 156 | Mar 31, 26 | -- | 0.00% |
| Janney Capital Management LLC | 17.86K | Dec 31, 25 | +17.86K | 0.09% |
| NICOLET ADVISORY SERVICES, LLC | 7.26K | Dec 31, 25 | +17 | 0.04% |
| Divergent Planning, LLC | 6.00K | Dec 31, 25 | +6.00K | 0.03% |
| COMERICA BANK | 4.15K | Dec 31, 25 | +3.43K | 0.02% |
| Siligmueller & Norvid Wealth Advisors LLC | 22.52K | Sep 30, 25 | +22.52K | 0.11% |
| FSA Wealth Management LLC | 288 | Sep 30, 25 | -- | 0.00% |
| Pineridge Advisors LLC | 58 | Sep 30, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | 18.55K | Jun 30, 25 | -10.93K | 0.09% |
| AVANTAX ADVISORY SERVICES, INC. | 8.17K | Jun 30, 25 | +2.52K | 0.04% |
| Orion Portfolio Solutions, LLC | 6.89K | Mar 31, 25 | +54 | 0.03% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -16.47K | -- |
| Sugarloaf Wealth Management, LLC | 113 | Dec 31, 24 | +1 | 0.00% |
| First Personal Financial Services | 13.45K | Sep 30, 24 | +474 | 0.07% |
| RAYMOND JAMES & ASSOCIATES | 10.76K | Sep 30, 24 | -5.78K | 0.05% |
| Syntrinsic LLC | 7.34K | Sep 30, 24 | -243 | 0.04% |
| FinTrust Capital Advisors, LLC | 5.92K | Sep 30, 24 | -200 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 5.60K | Sep 30, 24 | -4.37K | 0.03% |
| VitalStone Financial, LLC | 1.18K | Sep 30, 24 | -5 | 0.01% |
| BlackRock Inc. | 327.65K | Jun 30, 24 | +6.73K | 1.66% |
| ICA Group Wealth Management, LLC | 277 | Jun 30, 24 | -- | 0.00% |
| Rain Capital Management, LLC | -- | Jun 30, 24 | -650 | -- |
| Cetera Advisors LLC | 32.20K | Mar 31, 24 | +971 | 0.16% |
| Cetera Advisor Networks LLC | 14.41K | Mar 31, 24 | +8.21K | 0.07% |
| Retirement Group, LLC | 2.00K | Mar 31, 24 | -- | 0.01% |
| First Ascent Asset Management, LLC | 8.61K | Dec 31, 23 | +1.36K | 0.04% |
| J Arnold Wealth Management Co | -- | Dec 31, 23 | -11.02K | -- |
| ROTHSCHILD INVESTMENT CORP /IL | 33.10K | Sep 30, 23 | -- | 0.17% |
| TIEDEMANN ADVISORS, LLC | 24.30K | Sep 30, 23 | -- | 0.12% |
| TimeScale Financial, Inc. | 1.46K | Jun 30, 23 | -25 | 0.01% |
| Ahrens Investment Partners LLC | 400 | Mar 31, 23 | +400 | 0.00% |
| Sargent Bickham Lagudis LLC | 405.01K | Dec 31, 22 | -22.65K | 2.05% |
| St. James Investment Advisors, LLC | 1 | Dec 31, 22 | -372 | 0.00% |
| Forward Management, LLC | 230.64K | Sep 30, 22 | +19.67K | 1.17% |
| LFS ASSET MANAGEMENT | 64.68K | Sep 30, 22 | -305 | 0.33% |
| American Portfolios Advisors | 690 | Sep 30, 22 | +690 | 0.00% |
| Lake Point Wealth Management | 52 | Jun 30, 22 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -960 | -- |
| Ameritas Investment Company, LLC | 17.79K | Sep 30, 21 | +11.59K | 0.09% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 47.72K | Dec 31, 20 | -2.95K | 0.24% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -283 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 128.99K | Dec 31, 19 | +3.80K | 0.65% |
| Advisor Group, Inc. | 99.34K | Dec 31, 19 | -18.81K | 0.50% |
| MADRONA FUNDS, LLC | 10.91K | Sep 30, 19 | +10.91K | 0.06% |
| Live Your Vision, LLC | 107.19K | Mar 31, 19 | +606 | 0.54% |
| KHP Capital, LLC | 61 | Sep 30, 18 | -291 | 0.00% |
| Delta Dental Plan of Michigan, Inc. | 131.34K | Jun 30, 18 | -- | 0.66% |
| Yellowstone Partners, LLC | 6.29K | Dec 31, 17 | +6.29K | 0.03% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -8.76K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -28.93K | -- |
| Commonwealth Equity Services, Inc | 64.78K | Jun 30, 17 | +16.70K | 0.33% |
| Virtu KCG Holdings LLC | 12.16K | Jun 30, 17 | +6.07K | 0.06% |
| WFG Advisors, LP | 1.59K | Jun 30, 17 | -113 | 0.01% |
| BlackRock Institutional Trust Company, N.A. | 262.61K | Dec 31, 16 | +24.95K | 1.33% |
| MSI Financial Services Inc | 21.71K | Dec 31, 16 | -1.02K | 0.11% |
| VSR Financial Services, Inc. | 17.42K | Jun 30, 16 | -8.70K | 0.09% |
| Alerus Investment Advisors Corp | 1.00K | Mar 31, 16 | -- | 0.01% |
| Constellation Wealth Advisors, LLC | 9.15K | Sep 30, 15 | -- | 0.05% |
| UBS AG | 9.88K | Sep 30, 14 | -13.59K | 0.05% |
| KNIGHT CAPITAL GROUP LLC | 12.97K | Jun 30, 13 | +5.97K | 0.07% |
| First Allied Securities, Inc. | 145 | Jun 30, 12 | -- | 0.00% |