iShares Core 40/60 Moderate Allocation ETF(AOM)

$49.59—Stale · unknown old

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iShares Core 40/60 Moderate Allocation ETF(AOM)

NYSE • Last print unknown ago

$49.59—Stale · unknown old

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AOM(AOM)

AOM

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Institutional Ownership

Top 420 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	3.07M	Jun 30, 26	+40.95K	8.45%
LPL Financial LLC	1.21M	Jun 30, 26	-49.62K	3.33%
Foundations Investment Advisors, LLC	576.71K	Jun 30, 26	+16.71K	1.59%
MORGAN STANLEY	540.51K	Jun 30, 26	-174.20K	1.49%
ROYAL BANK OF CANADA	340.21K	Jun 30, 26	+3.51K	0.94%
Weitzel Financial Services, Inc.	315.75K	Jun 30, 26	+2.67K	0.87%
WELLS FARGO & COMPANY/MN	305.02K	Jun 30, 26	+11.81K	0.84%
AJ Advisors, LLC	283.10K	Jun 30, 26	+8.23K	0.78%
BANK OF AMERICA CORP /DE/	273.23K	Jun 30, 26	-14.24K	0.75%
AMERIPRISE FINANCIAL INC	258.80K	Jun 30, 26	-3.57K	0.71%
Cetera Investment Advisers	233.79K	Jun 30, 26	+18.00K	0.64%
WEDBUSH SECURITIES INC	193.70K	Jun 30, 26	+184.21K	0.53%
Weaver Consulting Group	178.16K	Jun 30, 26	+1.75K	0.49%
Investment Advisory Group, LLC	161.47K	Jun 30, 26	+12.15K	0.44%
ADVISOR GROUP HOLDINGS, INC.	154.78K	Jun 30, 26	+3.77K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	146.93K	Jun 30, 26	-8.88K	0.40%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	145.26K	Jun 30, 26	-4.39K	0.40%
Ameritas Advisory Services, LLC	137.08K	Jun 30, 26	+61.18K	0.38%
Cambridge Investment Research Advisors, Inc.	119.53K	Jun 30, 26	-5.54K	0.33%
Western Wealth Management, LLC	117.76K	Jun 30, 26	+22.49K	0.32%
Royal Fund Management, LLC	113.66K	Jun 30, 26	+3.16K	0.31%
RAYMOND JAMES FINANCIAL INC	110.50K	Jun 30, 26	+8.35K	0.30%
Focus Financial Network, Inc.	109.57K	Jun 30, 26	-6.30K	0.30%
TRUIST FINANCIAL CORP	90.16K	Jun 30, 26	+876	0.25%
Waverly Advisors, LLC	84.37K	Jun 30, 26	-453	0.23%
Ellenbecker Investment Group	83.37K	Jun 30, 26	+2.18K	0.23%
Hershey Financial Advisers, LLC	81.88K	Jun 30, 26	+2.07K	0.23%
Taylor Financial Group, Inc.	81.11K	Jun 30, 26	+3.50K	0.22%
Onyx Bridge Wealth Group LLC	79.44K	Jun 30, 26	+1.71K	0.22%
Colony Group, LLC	76.82K	Jun 30, 26	-203	0.21%
ENVESTNET ASSET MANAGEMENT INC	75.24K	Jun 30, 26	-5.42K	0.21%
Brookstone Capital Management	73.10K	Jun 30, 26	-63	0.20%
Consilium Wealth Advisory, LLC	71.95K	Jun 30, 26	-4.67K	0.20%
JPMORGAN CHASE & CO	71.93K	Jun 30, 26	+4.69K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	67.91K	Jun 30, 26	-557	0.19%
Mutual Advisors, LLC	66.00K	Jun 30, 26	-231	0.18%
Kestra Advisory Services, LLC	65.26K	Jun 30, 26	+4.50K	0.18%
BASSO CAPITAL MANAGEMENT, L.P.	62.53K	Jun 30, 26	+62.53K	0.17%
JIM SAULNIER & ASSOCIATES, LLC	62.05K	Jun 30, 26	+5.31K	0.17%
AE Wealth Management LLC	62.04K	Jun 30, 26	+49.45K	0.17%
VVR Holdings LLC	58.41K	Jun 30, 26	-2.91K	0.16%
American Trust	57.30K	Jun 30, 26	+33.71K	0.16%
Cogent Private Wealth, Inc.	53.18K	Jun 30, 26	+53.18K	0.15%
Private Advisor Group, LLC	49.72K	Jun 30, 26	-8.06K	0.14%
ASPIRIANT, LLC	49.67K	Jun 30, 26	--	0.14%
TRUE Private Wealth Advisors	49.53K	Jun 30, 26	+23	0.14%
GTS SECURITIES LLC	47.72K	Jun 30, 26	-92.98K	0.13%
Enclave Advisors LLC	45.01K	Jun 30, 26	-1.24K	0.12%
Beacon Financial Advisory LLC	44.54K	Jun 30, 26	+294	0.12%
Manske Wealth Management	42.21K	Jun 30, 26	+200	0.12%
SEEDS INVESTOR LLC	41.90K	Jun 30, 26	-28.93K	0.12%
DENVER WEALTH MANAGEMENT, INC.	41.22K	Jun 30, 26	+5.17K	0.11%
High Net Worth Advisory Group LLC	37.30K	Jun 30, 26	+5.70K	0.10%
STIFEL FINANCIAL CORP	36.22K	Jun 30, 26	-1.59K	0.10%
NATIONAL BANK OF CANADA /FI/	35.71K	Jun 30, 26	+1.80K	0.10%
LifePlan Financial, LLC	35.02K	Jun 30, 26	-2.28K	0.10%
JONES FINANCIAL COMPANIES LLLP	34.86K	Jun 30, 26	+4.68K	0.10%
MILESTONE ASSET MANAGEMENT, LLC	32.35K	Jun 30, 26	+402	0.09%
HARBOUR INVESTMENTS, INC.	31.11K	Jun 30, 26	+1.10K	0.09%
Legacy Wealth Partners, LLC	30.90K	Jun 30, 26	-134	0.09%
UBS Group AG	30.07K	Jun 30, 26	-3.41K	0.08%
PATTON ALBERTSON MILLER GROUP, LLC	29.81K	Jun 30, 26	-750	0.08%
NewEdge Advisors, LLC	29.58K	Jun 30, 26	+5.38K	0.08%
Integrated Wealth Concepts LLC	29.25K	Jun 30, 26	+5.46K	0.08%
INSIGNEO ADVISORY SERVICES, LLC	27.93K	Jun 30, 26	+23	0.08%
Godshalk Welsh Capital Management, Inc.	27.23K	Jun 30, 26	+5	0.07%
R2 Capital Strategies, LLC	26.91K	Jun 30, 26	+26.91K	0.07%
TCG Advisory Services, LLC	26.57K	Jun 30, 26	-8.84K	0.07%
Prosperity Consulting Group, LLC	26.28K	Jun 30, 26	-2.74K	0.07%
BlueStem Wealth Partners, LLC	25.51K	Jun 30, 26	-600	0.07%
RDA Financial Network	24.32K	Jun 30, 26	+50	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	24.05K	Jun 30, 26	-552	0.07%
ARQ WEALTH ADVISORS, LLC	23.73K	Jun 30, 26	+23.73K	0.07%
HANOVER ADVISORS INC	23.57K	Jun 30, 26	-9.13K	0.06%
Sovereign Financial Group, Inc.	23.16K	Jun 30, 26	+1.25K	0.06%
MCF Advisors LLC	23.08K	Jun 30, 26	+23.08K	0.06%
J.W. COLE ADVISORS, INC.	22.91K	Jun 30, 26	+22.91K	0.06%
Fort Henry Capital, LLC	22.79K	Jun 30, 26	+113	0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	22.16K	Jun 30, 26	+559	0.06%
Sentinus, LLC	22.00K	Jun 30, 26	-1.83K	0.06%
One Capital Management, LLC	21.86K	Jun 30, 26	--	0.06%
Global Financial Private Client, LLC	21.24K	Jun 30, 26	-53	0.06%
Strategic Blueprint, LLC	21.08K	Jun 30, 26	+1.88K	0.06%
BLAIR WILLIAM & CO/IL	20.98K	Jun 30, 26	--	0.06%
EIGHT 31 FINANCIAL LLC	20.86K	Jun 30, 26	--	0.06%
Redhawk Wealth Advisors, Inc.	20.77K	Jun 30, 26	+5.41K	0.06%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	20.62K	Jun 30, 26	+3.58K	0.06%
Pensionmark Financial Group, LLC	19.75K	Jun 30, 26	--	0.05%
MML INVESTORS SERVICES, LLC	19.60K	Jun 30, 26	+4.36K	0.05%
CGN Advisors LLC	19.20K	Jun 30, 26	+126	0.05%
Mariner, LLC	19.04K	Jun 30, 26	-9.21K	0.05%
BEACON INVESTMENT ADVISORY SERVICES, INC.	19.04K	Jun 30, 26	-43	0.05%
Thrive Capital Management, LLC	18.81K	Jun 30, 26	-1.45K	0.05%
RITHOLTZ WEALTH MANAGEMENT	18.32K	Jun 30, 26	-1.05K	0.05%
HighTower Advisors, LLC	17.82K	Jun 30, 26	-383	0.05%
Cerity Partners LLC	17.67K	Jun 30, 26	+5.37K	0.05%
Legacy Financial Group LLC	17.49K	Jun 30, 26	+608	0.05%
MARINO, STRAM & ASSOCIATES LLC	17.46K	Jun 30, 26	-209	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	16.99K	Jun 30, 26	-2.12K	0.05%
Waterloo Capital, L.P.	16.83K	Jun 30, 26	+2.11K	0.05%
GILPIN WEALTH MANAGEMENT, LLC	16.62K	Jun 30, 26	+2.49K	0.05%
Gallacher Capital Management LLC	15.91K	Jun 30, 26	-9.36K	0.04%
Mesirow Financial Investment Management, Inc.	15.29K	Jun 30, 26	+180	0.04%
Cartesian Growth Corp	15.01K	Jun 30, 26	-1	0.04%
Northstar Group, Inc.	14.79K	Jun 30, 26	-500	0.04%
UNIQUE WEALTH, LLC	14.72K	Jun 30, 26	+4.22K	0.04%
L.K. Benson & Company, P.C.	14.33K	Jun 30, 26	+3.96K	0.04%
Advisory Services Network, LLC	14.24K	Jun 30, 26	+810	0.04%
FMR LLC	13.97K	Jun 30, 26	+9.26K	0.04%
POTENTIA WEALTH	13.90K	Jun 30, 26	+67	0.04%
MAI Capital Management	13.70K	Jun 30, 26	-330	0.04%
Steel Peak Wealth Management LLC	13.35K	Jun 30, 26	+396	0.04%
Concurrent Investment Advisors, LLC	13.14K	Jun 30, 26	-1.52K	0.04%
Hopwood Nicholas Hunter	12.89K	Jun 30, 26	-353	0.04%
Visionary Wealth Advisors	12.89K	Jun 30, 26	+120	0.04%
MONEY CONCEPTS CAPITAL CORP	12.78K	Jun 30, 26	-3.48K	0.04%
Wealth Forward, LLC	12.34K	Jun 30, 26	-15	0.03%
Armstrong, Fleming & Moore, Inc	12.12K	Jun 30, 26	+79	0.03%
CAPTRUST FINANCIAL ADVISORS	11.97K	Jun 30, 26	+3.87K	0.03%
Steward Partners Investment Advisory, LLC	11.97K	Jun 30, 26	-2.18K	0.03%
Summit Wealth Partners, LLC	11.92K	Jun 30, 26	-160	0.03%
CENTRAL TRUST Co	11.75K	Jun 30, 26	-2.58K	0.03%
Sigma Planning Corp	11.67K	Jun 30, 26	+13	0.03%
Ausdal Financial Partners, Inc.	11.59K	Jun 30, 26	+1.01K	0.03%
MPS Loria Financial Planners, LLC	11.53K	Jun 30, 26	+807	0.03%
Ascent Group, LLC	11.29K	Jun 30, 26	+1.12K	0.03%
Stratos Wealth Partners, LTD.	11.16K	Jun 30, 26	-165	0.03%
Resources Investment Advisors, LLC.	11.06K	Jun 30, 26	+409	0.03%
LAUREL OAK WEALTH MANAGEMENT, LLC	10.93K	Jun 30, 26	-1.91K	0.03%
Clear Creek Financial Management, LLC	10.89K	Jun 30, 26	+442	0.03%
BridgePort Financial Solutions, LLC	10.86K	Jun 30, 26	-1.06K	0.03%
INVESTMENT PARTNERS, LTD.	10.61K	Jun 30, 26	+65	0.03%
Integrity Financial Corp /WA	10.57K	Jun 30, 26	-853	0.03%
BESSEMER GROUP INC	10.53K	Jun 30, 26	+10.53K	0.03%
Heirloom Wealth Management	10.47K	Jun 30, 26	+361	0.03%
Equitable Holdings, Inc.	10.40K	Jun 30, 26	-7.24K	0.03%
CENTAURUS FINANCIAL, INC.	10.37K	Jun 30, 26	+60	0.03%
Wealthcare Advisory Partners LLC	10.14K	Jun 30, 26	+1.31K	0.03%
Moss Adams Wealth Advisors LLC	9.41K	Jun 30, 26	+32	0.03%
SimpliFi, Inc.	9.34K	Jun 30, 26	+252	0.03%
Mendel Capital Management LLC	9.28K	Jun 30, 26	--	0.03%
First Heartland Consultants, Inc.	8.94K	Jun 30, 26	+596	0.02%
IMA Wealth, Inc.	8.88K	Jun 30, 26	+5.69K	0.02%
Cornerstone Planning Group LLC	8.77K	Jun 30, 26	+2.13K	0.02%
Kastel Capital Advisors, LLC	8.44K	Jun 30, 26	--	0.02%
RTD Financial Advisors, Inc.	8.40K	Jun 30, 26	+231	0.02%
Bay Harbor Wealth Management, LLC	8.15K	Jun 30, 26	--	0.02%
Tempus Wealth Planning, LLC	8.12K	Jun 30, 26	-1.46K	0.02%
Federation des caisses Desjardins du Quebec	8.09K	Jun 30, 26	--	0.02%
Vestmark Advisory Solutions, Inc.	8.08K	Jun 30, 26	--	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	8.08K	Jun 30, 26	--	0.02%
Westmount Partners, LLC	8.07K	Jun 30, 26	+133	0.02%
CFO4Life Group, LLC	7.93K	Jun 30, 26	--	0.02%
GeoWealth Management, LLC	7.92K	Jun 30, 26	+173	0.02%
Lido Advisors, LLC	7.90K	Jun 30, 26	-409	0.02%
Maxele Advisors, LLC	7.87K	Jun 30, 26	+7.87K	0.02%
AQR CAPITAL MANAGEMENT LLC	7.82K	Jun 30, 26	--	0.02%
Capital Asset Managemnet, LLC	7.76K	Jun 30, 26	-1.31K	0.02%
Phil A. Younker & Associates, Ltd.	7.61K	Jun 30, 26	--	0.02%
RFG Advisory, LLC	7.44K	Jun 30, 26	+48	0.02%
Centennial Advisors, LLC	7.22K	Jun 30, 26	+7.22K	0.02%
CITADEL ADVISORS LLC	7.11K	Jun 30, 26	-7.68K	0.02%
Creative Planning	7.07K	Jun 30, 26	+1.50K	0.02%
Xena Financial Planning, LLC	6.96K	Jun 30, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	6.88K	Jun 30, 26	+82	0.02%
Leading Edge Financial Planning LLC	6.60K	Jun 30, 26	--	0.02%
Bright Futures Wealth Management, LLC.	6.55K	Jun 30, 26	-148	0.02%
Premier Private Wealth Management LLC	6.51K	Jun 30, 26	-1.82K	0.02%
Claro Advisors LLC	6.45K	Jun 30, 26	--	0.02%
GHP Investment Advisors, Inc.	6.43K	Jun 30, 26	--	0.02%
Sequoia Financial Advisors, LLC	6.43K	Jun 30, 26	+6.43K	0.02%
HRT FINANCIAL LP	6.38K	Jun 30, 26	+6.38K	0.02%
JANE STREET GROUP, LLC	6.37K	Jun 30, 26	+6.37K	0.02%
Worth Financial Advisory Group, LLC	6.36K	Jun 30, 26	+6.36K	0.02%
GWN SECURITIES INC.	6.28K	Jun 30, 26	-2.93K	0.02%
Atria Investments, Inc	6.27K	Jun 30, 26	+1.72K	0.02%
Archford Capital Strategies, LLC	6.22K	Jun 30, 26	-64	0.02%
GOLDMAN SACHS GROUP INC	6.21K	Jun 30, 26	+6.21K	0.02%
Syverson Strege & Co	6.16K	Jun 30, 26	-257	0.02%
MKD WEALTH COACHES, LLC	6.12K	Jun 30, 26	+435	0.02%
ASSETMARK, INC	6.10K	Jun 30, 26	+5.38K	0.02%
Sherman Wealth Management LLC	6.09K	Jun 30, 26	+709	0.02%
SRS Capital Advisors, Inc.	6.04K	Jun 30, 26	-697	0.02%
PFG Advisors	5.97K	Jun 30, 26	+168	0.02%
Rockefeller Capital Management L.P.	5.92K	Jun 30, 26	+57	0.02%
Integrity Wealth Solutions LLC	5.82K	Jun 30, 26	+37	0.02%
Aprio Wealth Management, LLC	5.70K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	5.70K	Jun 30, 26	+5.70K	0.02%
Empirical Asset Management, LLC	5.68K	Jun 30, 26	+5	0.02%
EP Wealth Advisors, LLC	5.62K	Jun 30, 26	-748	0.02%
TPG Financial Advisors, LLC	5.53K	Jun 30, 26	+201	0.02%
SCOTIA CAPITAL INC.	5.48K	Jun 30, 26	--	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.48K	Jun 30, 26	+5.48K	0.02%
Buckingham Strategic Partners	5.47K	Jun 30, 26	-185	0.02%
FIDUCIARY FINANCIAL GROUP, LLC	5.25K	Jun 30, 26	+89	0.01%
Mosley Wealth Management	5.23K	Jun 30, 26	-5.48K	0.01%
Smith Partners Wealth Management, LLC	5.21K	Jun 30, 26	+412	0.01%
Venturi Wealth Management, LLC	5.19K	Jun 30, 26	+149	0.01%
CoreCap Advisors, LLC	5.06K	Jun 30, 26	+266	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	5.01K	Jun 30, 26	+27	0.01%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	5.00K	Jun 30, 26	--	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.95K	Jun 30, 26	-414	0.01%
Diversify Advisory Services, LLC	4.95K	Jun 30, 26	+4.95K	0.01%
McKinley Carter Wealth Services, Inc.	4.94K	Jun 30, 26	-75	0.01%
Qube Research & Technologies Ltd	4.80K	Jun 30, 26	+1.38K	0.01%
Madrid Financial Services	4.74K	Jun 30, 26	+224	0.01%
BSW Wealth Partners	4.70K	Jun 30, 26	+4.70K	0.01%
Dynamic Advisor Solutions LLC	4.69K	Jun 30, 26	-99	0.01%
Columbia River Financial Group, LLC	4.65K	Jun 30, 26	+102	0.01%
BANK OF MONTREAL /CAN/	4.63K	Jun 30, 26	-5.56K	0.01%
Lebenthal Global Advisors, LLC	4.62K	Jun 30, 26	+4.62K	0.01%
Plan Group Financial, LLC	4.51K	Jun 30, 26	-3.88K	0.01%
Cardinal Point Capital Management, ULC	4.45K	Jun 30, 26	-130	0.01%
Janney Montgomery Scott LLC	4.40K	Jun 30, 26	-97	0.01%
National Wealth Management Group, LLC	4.35K	Jun 30, 26	-432	0.01%
Aquire Wealth Advisors, LLC	4.33K	Jun 30, 26	+4.33K	0.01%
Capital Analysts, LLC	4.30K	Jun 30, 26	+3.92K	0.01%
Sanctuary Advisors, LLC	4.30K	Jun 30, 26	+12	0.01%
WEALTHGARDEN F.S. LLC	4.23K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	4.22K	Jun 30, 26	+4.22K	0.01%
Geneos Wealth Management Inc.	4.19K	Jun 30, 26	--	0.01%
MISSION WEALTH MANAGEMENT, LP	4.13K	Jun 30, 26	-653	0.01%
BOS Asset Management, LLC	4.12K	Jun 30, 26	+4.12K	0.01%
Kingsview Wealth Management, LLC	4.05K	Jun 30, 26	-359	0.01%
Vines Capital Management, LLC	4.04K	Jun 30, 26	+4.04K	0.01%
SSA SWISS ADVISORS AG	4.00K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	3.98K	Jun 30, 26	-1.21K	0.01%
Parallel Advisors, LLC	3.91K	Jun 30, 26	+1.48K	0.01%
PROATHLETE WEALTH MANAGEMENT LLC	3.74K	Jun 30, 26	+24	0.01%
Allworth Financial LP	3.59K	Jun 30, 26	-355	0.01%
Schuylkill Financial LLC	3.49K	Jun 30, 26	+3.49K	0.01%
Ronald Blue Trust, Inc.	3.38K	Jun 30, 26	--	0.01%
JFS WEALTH ADVISORS, LLC	3.15K	Jun 30, 26	-818	0.01%
Montgomery Financial Services LLC	2.83K	Jun 30, 26	+2.83K	0.01%
AdvisorNet Financial, Inc	2.67K	Jun 30, 26	+425	0.01%
Global Retirement Partners, LLC	2.66K	Jun 30, 26	+2.66K	0.01%
NBC SECURITIES, INC.	2.58K	Jun 30, 26	+200	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	2.47K	Jun 30, 26	-52	0.01%
Kingdom Financial Group LLC.	2.15K	Jun 30, 26	+2.15K	0.01%
Darwin Wealth Management, LLC	2.02K	Jun 30, 26	-79	0.01%
SOA Wealth Advisors, LLC.	1.98K	Jun 30, 26	-734	0.01%
Lloyd Advisory Services, LLC.	1.94K	Jun 30, 26	+1.94K	0.01%
Founders Financial Alliance, LLC	1.90K	Jun 30, 26	--	0.01%
Salomon & Ludwin, LLC	1.74K	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	1.70K	Jun 30, 26	+1.70K	0.00%
Capital Investment Advisory Services, LLC	1.65K	Jun 30, 26	-76	0.00%
BROWN BROTHERS HARRIMAN & CO	1.65K	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	1.64K	Jun 30, 26	+6	0.00%
Pacific Center for Financial Services	1.60K	Jun 30, 26	+10	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.51K	Jun 30, 26	+22	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.50K	Jun 30, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	1.50K	Jun 30, 26	-98	0.00%
JNBA Financial Advisors	1.39K	Jun 30, 26	+10	0.00%
Rossby Financial, LCC	1.27K	Jun 30, 26	+36	0.00%
Comprehensive Financial Planning, Inc./PA	1.21K	Jun 30, 26	+8	0.00%
FIFTH THIRD BANCORP	780	Jun 30, 26	+747	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	710	Jun 30, 26	-473	0.00%
SouthState Corp	641	Jun 30, 26	-22	0.00%
WOLFF WIESE MAGANA LLC	635	Jun 30, 26	+3	0.00%
Bogart Wealth, LLC	595	Jun 30, 26	--	0.00%
Archer Investment Corp	523	Jun 30, 26	+1	0.00%
Regatta Research & Money Management	512	Jun 30, 26	+512	0.00%
United Community Bank	500	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	482	Jun 30, 26	-31	0.00%
Capital Advisor Network LLC	471	Jun 30, 26	-138	0.00%
ZRC WEALTH MANAGEMENT, LLC	446	Jun 30, 26	+3	0.00%
IFP Advisors, Inc	411	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	407	Jun 30, 26	+407	0.00%
Spire Wealth Management	405	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	369	Jun 30, 26	+2	0.00%
Dunhill Financial, LLC	365	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	364	Jun 30, 26	+2	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	362	Jun 30, 26	+362	0.00%
Godfrey Financial Associates, Inc.	320	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	314	Jun 30, 26	-10	0.00%
DELTA ASSET MANAGEMENT LLC/TN	300	Jun 30, 26	-105	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	288	Jun 30, 26	-595	0.00%
Smartleaf Asset Management LLC	270	Jun 30, 26	--	0.00%
Golden State Equity Partners	243	Jun 30, 26	-866	0.00%
JPL Wealth Management, LLC	216	Jun 30, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	208	Jun 30, 26	+208	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	200	Jun 30, 26	+200	0.00%
Purpose Unlimited Inc.	196	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	150	Jun 30, 26	+150	0.00%
American Capital Advisory, LLC	135	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	133	Jun 30, 26	+1	0.00%
Mascoma Wealth Management LLC	128	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	122	Jun 30, 26	+13	0.00%
IFG Advisory, LLC	116	Jun 30, 26	+46	0.00%
Institute for Wealth Management, LLC.	110	Jun 30, 26	+110	0.00%
SHP Wealth Management	100	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	88	Jun 30, 26	+88	0.00%
PRIVATE TRUST CO NA	85	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	83	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	75	Jun 30, 26	+75	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	71	Jun 30, 26	+10	0.00%
Russell Investments Group, Ltd.	38	Jun 30, 26	+38	0.00%
Clearstead Advisors, LLC	31	Jun 30, 26	--	0.00%
WestEnd Advisors, LLC	3	Jun 30, 26	-13	0.00%
Aventus Investment Advisors, Inc.	1	Jun 30, 26	--	0.00%
High Note Wealth, LLC	1	Jun 30, 26	--	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	--	Jun 30, 26	-4.99K	--
Independent Advisor Alliance	--	Jun 30, 26	-6.00K	--
Root Financial Partners, LLC	--	Jun 30, 26	-2.92K	--
US BANCORP \DE\	--	Jun 30, 26	-239	--
Fort Point Capital Partners LLC	--	Jun 30, 26	-8.41K	--
Walser Wealth Management Company, A Ltd Liability Co	--	Jun 30, 26	-4.67K	--
ADVISORTRUST PARTNERS, LLC	--	Jun 30, 26	-550	--
IHT Wealth Management, LLC	--	Jun 30, 26	-7.94K	--
Kovack Advisors, Inc.	--	Jun 30, 26	-5.30K	--
KAVAR CAPITAL PARTNERS GROUP, LLC	--	Jun 30, 26	-259.96K	--
KilterHowling LLC	--	Jun 30, 26	-5.00K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-44	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Jun 30, 26	-52	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-1	--
CIBC Bancorp USA Inc.	--	Jun 30, 26	-7.03K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-22.70K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-649	--
Key Capital Management, INC	--	Jun 30, 26	-85	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-5.16K	--
Adviser Investments LLC	--	Jun 30, 26	-4.74K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-5.99K	--
NBT BANK N A /NY	--	Jun 30, 26	-75	--
Retireful, LLC	--	Jun 30, 26	-13.74K	--
Sightline Wealth Advisors, LLC	--	Jun 30, 26	-5.11K	--
Efficient Advisors, LLC	5.34K	Mar 31, 26	-1.98K	0.01%
CWM, LLC	5.16K	Mar 31, 26	-2.65K	0.01%
Coordinated Financial Services, Inc.	4.92K	Mar 31, 26	+310	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	4.37K	Mar 31, 26	+4.37K	0.01%
Sunbelt Securities, Inc.	2.12K	Mar 31, 26	--	0.01%
McIlrath & Eck, LLC	1.25K	Mar 31, 26	-551	0.00%
Richard Bernstein Advisors LLC	56	Mar 31, 26	+4	0.00%
Dentgroup LLC	10.31K	Dec 31, 25	--	0.03%
Austin Private Wealth, LLC	6.96K	Dec 31, 25	--	0.02%
NICOLET ADVISORY SERVICES, LLC	4.69K	Dec 31, 25	-2.65K	0.01%
COMERICA BANK	53	Dec 31, 25	+53	0.00%
Financial Advocates Investment Management	93.35K	Sep 30, 25	+3.89K	0.26%
Siligmueller & Norvid Wealth Advisors LLC	10.26K	Sep 30, 25	+10.26K	0.03%
Pineridge Advisors LLC	959	Sep 30, 25	+4	0.00%
FSA Wealth Management LLC	30	Sep 30, 25	--	0.00%
Smith Anglin Financial, LLC	51.10K	Jun 30, 25	-1.12K	0.14%
AVANTAX ADVISORY SERVICES, INC.	21.42K	Jun 30, 25	+1.32K	0.06%
Atria Wealth Solutions, Inc.	14.78K	Jun 30, 25	-6.12K	0.04%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.01K	--
Orion Portfolio Solutions, LLC	10.63K	Mar 31, 25	--	0.03%
CAROLINAS WEALTH CONSULTING LLC	1.77K	Mar 31, 25	+21	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-42.45K	--
Merriman Wealth Management, LLC	9.88K	Dec 31, 24	-1.30K	0.03%
Executive Wealth Management, LLC	5.83K	Dec 31, 24	--	0.02%
PRIVATE CAPITAL MANAGEMENT LLC	2.36K	Dec 31, 24	-700	0.01%
Sugarloaf Wealth Management, LLC	800	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	41.15K	Sep 30, 24	-2.74K	0.11%
RAYMOND JAMES & ASSOCIATES	41.03K	Sep 30, 24	+6.15K	0.11%
FinTrust Capital Advisors, LLC	13.68K	Sep 30, 24	-4.03K	0.04%
Syntrinsic LLC	8.95K	Sep 30, 24	+340	0.02%
VitalStone Financial, LLC	15	Sep 30, 24	-41	0.00%
BlackRock Inc.	2.73M	Jun 30, 24	+64.09K	7.51%
Cetera Advisors LLC	42.96K	Mar 31, 24	+4.94K	0.12%
Cetera Advisor Networks LLC	35.10K	Mar 31, 24	-354	0.10%
FOCUS FINANCIAL NETWORK INC /ADV	80.53K	Dec 31, 23	+80.53K	0.22%
WADE G W & INC	34.12K	Dec 31, 23	+1.94K	0.09%
StrategIQ Financial Group, LLC	31.17K	Dec 31, 23	+619	0.09%
First Ascent Asset Management, LLC	11.28K	Dec 31, 23	+159	0.03%
J Arnold Wealth Management Co	--	Dec 31, 23	-34.29K	--
TIEDEMANN ADVISORS, LLC	193.92K	Sep 30, 23	-76.44K	0.53%
TimeScale Financial, Inc.	2.96K	Jun 30, 23	+173	0.01%
Kistler-Tiffany Companies, LLC	93	Jun 30, 23	+1	0.00%
Fullen Financial Group	14.07K	Mar 31, 23	+339	0.04%
Ahrens Investment Partners LLC	1.89K	Mar 31, 23	+1.89K	0.01%
Sargent Bickham Lagudis LLC	10.53K	Dec 31, 22	--	0.03%
CFO4Life, L.P.	8.29K	Dec 31, 22	+8.29K	0.02%
TRUSTCORE FINANCIAL SERVICES, LLC	1.02K	Dec 31, 22	--	0.00%
Cribstone Capital Management, LLC	144	Dec 31, 22	-7	0.00%
St. James Investment Advisors, LLC	--	Dec 31, 22	-402	--
LFS ASSET MANAGEMENT	128.46K	Sep 30, 22	+14.61K	0.35%
Forward Management, LLC	18.38K	Sep 30, 22	+18.38K	0.05%
American Portfolios Advisors	3.45K	Sep 30, 22	+3.45K	0.01%
Strategic Asset Management, LLC	29	Sep 30, 22	+1	0.00%
Lake Point Wealth Management	457	Jun 30, 22	-260	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-86	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	176.25K	Mar 31, 22	-92.13K	0.49%
Dixon Hughes Goodman Wealth Advisors LLC	251	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-112	--
Ameritas Investment Company, LLC	167.90K	Sep 30, 21	+166.60K	0.46%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	18.37K	Sep 30, 21	-1.44K	0.05%
Cardinal Point Wealth Management LLC	--	Sep 30, 21	-13.84K	--
ROWLAND CARMICHAEL ADVISORS INC /ADV	54.31K	Dec 31, 20	-1.90K	0.15%
First Allied Advisory Services, Inc.	8.23K	Sep 30, 20	-489	0.02%
Watson Rebecca	--	Sep 30, 20	-463	--
LifePlan Financial Group, Inc	--	Sep 30, 20	-3.29K	--
NewDay Solutions, LLC	--	Jun 30, 20	-8.55K	--
BRINKER CAPITAL INC	--	Jun 30, 20	-105.40K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	80.23K	Dec 31, 19	-35.40K	0.22%
Advisor Group, Inc.	72.89K	Dec 31, 19	-1.35K	0.20%
CXI Advisors	626	Dec 31, 19	+626	0.00%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	213.99K	Sep 30, 19	+96.27K	0.59%
MADRONA FUNDS, LLC	39.88K	Sep 30, 19	+39.88K	0.11%
Planning Solutions Group LLC	168.08K	Jun 30, 19	-8.17K	0.46%
Sterling Global Strategies LLC	--	Mar 31, 19	-939	--
Watermark Asset Management, Inc.	1.63K	Dec 31, 18	+116	0.00%
KHP Capital, LLC	558	Sep 30, 18	-546	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-48.53K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-11.26K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-6.27K	--
Commonwealth Equity Services, Inc	125.69K	Jun 30, 17	+22.39K	0.35%
Acertus Capital Management, LLC	9.90K	Jun 30, 17	+9.90K	0.03%
WFG Advisors, LP	51	Jun 30, 17	+51	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-17.35K	--
BlackRock Institutional Trust Company, N.A.	633.69K	Dec 31, 16	+61.31K	1.74%
MSI Financial Services Inc	11.35K	Dec 31, 16	+551	0.03%
Gerstein Fisher	18.84K	Sep 30, 16	+3.13K	0.05%
TIEDEMANN TRUST CO	1.14M	Jun 30, 16	-1.36K	3.13%
VSR Financial Services, Inc.	186.15K	Jun 30, 16	+20.93K	0.51%
Tactical Allocation Group LLC	16.04K	Jun 30, 16	-104	0.04%
MANAGED ACCOUNT ADVISORS LLC	2.38K	Jun 30, 15	+1.98K	0.01%
MDE Group	20.65K	Mar 31, 15	+13.78K	0.06%
NEW ENGLAND SECURITIES CORP /MA/	2.00K	Dec 31, 14	--	0.01%
Placemark Investments, Inc.	--	Dec 31, 14	--	--
UBS AG	68.25K	Sep 30, 14	-2.44K	0.19%
First Allied Securities, Inc.	1.45K	Jun 30, 12	-7.69K	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

3.07M

Jun 30, 26

+40.95K

8.45%

LPL Financial LLC

1.21M

Jun 30, 26

-49.62K

3.33%

Foundations Investment Advisors, LLC

576.71K

Jun 30, 26

+16.71K

1.59%

MORGAN STANLEY

540.51K

Jun 30, 26

-174.20K

1.49%

ROYAL BANK OF CANADA

340.21K

Jun 30, 26

+3.51K

0.94%

Weitzel Financial Services, Inc.

315.75K

Jun 30, 26

+2.67K

0.87%

WELLS FARGO & COMPANY/MN

305.02K

Jun 30, 26

+11.81K

0.84%

AJ Advisors, LLC

283.10K

Jun 30, 26

+8.23K

0.78%

BANK OF AMERICA CORP /DE/

273.23K

Jun 30, 26

-14.24K

0.75%

AMERIPRISE FINANCIAL INC

258.80K

Jun 30, 26

-3.57K

0.71%

Cetera Investment Advisers

233.79K

Jun 30, 26

+18.00K

0.64%

WEDBUSH SECURITIES INC

193.70K

Jun 30, 26

+184.21K

0.53%

Weaver Consulting Group

178.16K

Jun 30, 26

+1.75K

0.49%

Investment Advisory Group, LLC

161.47K

Jun 30, 26

+12.15K

0.44%

ADVISOR GROUP HOLDINGS, INC.

154.78K

Jun 30, 26

+3.77K

0.43%

COMMONWEALTH EQUITY SERVICES, LLC

146.93K

Jun 30, 26

-8.88K

0.40%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

145.26K

Jun 30, 26

-4.39K

0.40%

Ameritas Advisory Services, LLC

137.08K

Jun 30, 26

+61.18K

0.38%

Cambridge Investment Research Advisors, Inc.

119.53K

Jun 30, 26

-5.54K

0.33%

Western Wealth Management, LLC

117.76K

Jun 30, 26

+22.49K

0.32%

Royal Fund Management, LLC

113.66K

Jun 30, 26

+3.16K

0.31%

RAYMOND JAMES FINANCIAL INC

110.50K

Jun 30, 26

+8.35K

0.30%

Focus Financial Network, Inc.

109.57K

Jun 30, 26

-6.30K

0.30%

TRUIST FINANCIAL CORP

90.16K

Jun 30, 26

+876

0.25%

Waverly Advisors, LLC

84.37K

Jun 30, 26

-453

0.23%

Ellenbecker Investment Group

83.37K

Jun 30, 26

+2.18K

0.23%

Hershey Financial Advisers, LLC

81.88K

Jun 30, 26

+2.07K

0.23%

Taylor Financial Group, Inc.

81.11K

Jun 30, 26

+3.50K

0.22%

Onyx Bridge Wealth Group LLC

79.44K

Jun 30, 26

+1.71K

0.22%

Colony Group, LLC

76.82K

Jun 30, 26

-203

0.21%

ENVESTNET ASSET MANAGEMENT INC

75.24K

Jun 30, 26

-5.42K

0.21%

Brookstone Capital Management

73.10K

Jun 30, 26

-63

0.20%

Consilium Wealth Advisory, LLC

71.95K

Jun 30, 26

-4.67K

0.20%

JPMORGAN CHASE & CO

71.93K

Jun 30, 26

+4.69K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

67.91K

Jun 30, 26

-557

0.19%

Mutual Advisors, LLC

66.00K

Jun 30, 26

-231

0.18%

Kestra Advisory Services, LLC

65.26K

Jun 30, 26

+4.50K

0.18%

BASSO CAPITAL MANAGEMENT, L.P.

62.53K

Jun 30, 26

+62.53K

0.17%

JIM SAULNIER & ASSOCIATES, LLC

62.05K

Jun 30, 26

+5.31K

0.17%

AE Wealth Management LLC

62.04K

Jun 30, 26

+49.45K

0.17%

VVR Holdings LLC

58.41K

Jun 30, 26

-2.91K

0.16%

American Trust

57.30K

Jun 30, 26

+33.71K

0.16%

Cogent Private Wealth, Inc.

53.18K

Jun 30, 26

+53.18K

0.15%

Private Advisor Group, LLC

49.72K

Jun 30, 26

-8.06K

0.14%

ASPIRIANT, LLC

49.67K

Jun 30, 26

0.14%

TRUE Private Wealth Advisors

49.53K

Jun 30, 26

+23

0.14%

GTS SECURITIES LLC

47.72K

Jun 30, 26

-92.98K

0.13%

Enclave Advisors LLC

45.01K

Jun 30, 26

-1.24K

0.12%

Beacon Financial Advisory LLC

44.54K

Jun 30, 26

+294

0.12%

Manske Wealth Management

42.21K

Jun 30, 26

+200

0.12%

SEEDS INVESTOR LLC

41.90K

Jun 30, 26

-28.93K

0.12%

DENVER WEALTH MANAGEMENT, INC.

41.22K

Jun 30, 26

+5.17K

0.11%

High Net Worth Advisory Group LLC

37.30K

Jun 30, 26

+5.70K

0.10%

STIFEL FINANCIAL CORP

36.22K

Jun 30, 26

-1.59K

0.10%

NATIONAL BANK OF CANADA /FI/

35.71K

Jun 30, 26

+1.80K

0.10%

LifePlan Financial, LLC

35.02K

Jun 30, 26

-2.28K

0.10%

JONES FINANCIAL COMPANIES LLLP

34.86K

Jun 30, 26

+4.68K

0.10%

MILESTONE ASSET MANAGEMENT, LLC

32.35K

Jun 30, 26

+402

0.09%

HARBOUR INVESTMENTS, INC.

31.11K

Jun 30, 26

+1.10K

0.09%

Legacy Wealth Partners, LLC

30.90K

Jun 30, 26

-134

0.09%

UBS Group AG

30.07K

Jun 30, 26

-3.41K

0.08%

PATTON ALBERTSON MILLER GROUP, LLC

29.81K

Jun 30, 26

-750

0.08%

NewEdge Advisors, LLC

29.58K

Jun 30, 26

+5.38K

0.08%

Integrated Wealth Concepts LLC

29.25K

Jun 30, 26

+5.46K

0.08%

INSIGNEO ADVISORY SERVICES, LLC

27.93K

Jun 30, 26

+23

0.08%

Godshalk Welsh Capital Management, Inc.

27.23K

Jun 30, 26

0.07%

R2 Capital Strategies, LLC

26.91K

Jun 30, 26

+26.91K

0.07%

TCG Advisory Services, LLC

26.57K

Jun 30, 26

-8.84K

0.07%

Prosperity Consulting Group, LLC

26.28K

Jun 30, 26

-2.74K

0.07%

BlueStem Wealth Partners, LLC

25.51K

Jun 30, 26

-600

0.07%

RDA Financial Network

24.32K

Jun 30, 26

+50

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

24.05K

Jun 30, 26

-552

0.07%

ARQ WEALTH ADVISORS, LLC

23.73K

Jun 30, 26

+23.73K

0.07%

HANOVER ADVISORS INC

23.57K

Jun 30, 26

-9.13K

0.06%

Sovereign Financial Group, Inc.

23.16K

Jun 30, 26

+1.25K

0.06%

MCF Advisors LLC

23.08K

Jun 30, 26

+23.08K

0.06%

J.W. COLE ADVISORS, INC.

22.91K

Jun 30, 26

+22.91K

0.06%

Fort Henry Capital, LLC

22.79K

Jun 30, 26

+113

0.06%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

22.16K

Jun 30, 26

+559

0.06%

Sentinus, LLC

22.00K

Jun 30, 26

-1.83K

0.06%

One Capital Management, LLC

21.86K

Jun 30, 26

0.06%

Global Financial Private Client, LLC

21.24K

Jun 30, 26

-53

0.06%

Strategic Blueprint, LLC

21.08K

Jun 30, 26

+1.88K

0.06%

BLAIR WILLIAM & CO/IL

20.98K

Jun 30, 26

0.06%

EIGHT 31 FINANCIAL LLC

20.86K

Jun 30, 26

0.06%

Redhawk Wealth Advisors, Inc.

20.77K

Jun 30, 26

+5.41K

0.06%

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

20.62K

Jun 30, 26

+3.58K

0.06%

Pensionmark Financial Group, LLC

19.75K

Jun 30, 26

0.05%

MML INVESTORS SERVICES, LLC

19.60K

Jun 30, 26

+4.36K

0.05%

CGN Advisors LLC

19.20K

Jun 30, 26

+126

0.05%

Mariner, LLC

19.04K

Jun 30, 26

-9.21K

0.05%

BEACON INVESTMENT ADVISORY SERVICES, INC.

19.04K

Jun 30, 26

-43

0.05%

Thrive Capital Management, LLC

18.81K

Jun 30, 26

-1.45K

0.05%

RITHOLTZ WEALTH MANAGEMENT

18.32K

Jun 30, 26

-1.05K

0.05%

HighTower Advisors, LLC

17.82K

Jun 30, 26

-383

0.05%

Cerity Partners LLC

17.67K

Jun 30, 26

+5.37K

0.05%

Legacy Financial Group LLC

17.49K

Jun 30, 26

+608

0.05%

MARINO, STRAM & ASSOCIATES LLC

17.46K

Jun 30, 26

-209

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

16.99K

Jun 30, 26

-2.12K

0.05%

Waterloo Capital, L.P.

16.83K

Jun 30, 26

+2.11K

0.05%

GILPIN WEALTH MANAGEMENT, LLC

16.62K

Jun 30, 26

+2.49K

0.05%

Gallacher Capital Management LLC

15.91K

Jun 30, 26

-9.36K

0.04%

Mesirow Financial Investment Management, Inc.

15.29K

Jun 30, 26

+180

0.04%

Cartesian Growth Corp

15.01K

Jun 30, 26

-1

0.04%

Northstar Group, Inc.

14.79K

Jun 30, 26

-500

0.04%

UNIQUE WEALTH, LLC

14.72K

Jun 30, 26

+4.22K

0.04%

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

14.33K

Jun 30, 26

+3.96K

0.04%

Advisory Services Network, LLC

14.24K

Jun 30, 26

+810

0.04%

FMR LLC

13.97K

Jun 30, 26

+9.26K

0.04%

POTENTIA WEALTH

13.90K

Jun 30, 26

+67

0.04%

MAI Capital Management

13.70K

Jun 30, 26

-330

0.04%

Steel Peak Wealth Management LLC

13.35K

Jun 30, 26

+396

0.04%

Concurrent Investment Advisors, LLC

13.14K

Jun 30, 26

-1.52K

0.04%

Hopwood Nicholas Hunter

12.89K

Jun 30, 26

-353

0.04%

Visionary Wealth Advisors

12.89K

Jun 30, 26

+120

0.04%

MONEY CONCEPTS CAPITAL CORP

12.78K

Jun 30, 26

-3.48K

0.04%

Wealth Forward, LLC

12.34K

Jun 30, 26

-15

0.03%

Armstrong, Fleming & Moore, Inc

12.12K

Jun 30, 26

+79

0.03%

CAPTRUST FINANCIAL ADVISORS

11.97K

Jun 30, 26

+3.87K

0.03%

Steward Partners Investment Advisory, LLC

11.97K

Jun 30, 26

-2.18K

0.03%

Summit Wealth Partners, LLC

11.92K

Jun 30, 26

-160

0.03%

CENTRAL TRUST Co

11.75K

Jun 30, 26

-2.58K

0.03%

Sigma Planning Corp

11.67K

Jun 30, 26

+13

0.03%

Ausdal Financial Partners, Inc.

11.59K

Jun 30, 26

+1.01K

0.03%

MPS Loria Financial Planners, LLC

11.53K

Jun 30, 26

+807

0.03%

Ascent Group, LLC

11.29K

Jun 30, 26

+1.12K

0.03%

Stratos Wealth Partners, LTD.

11.16K

Jun 30, 26

-165

0.03%

Resources Investment Advisors, LLC.

11.06K

Jun 30, 26

+409

0.03%

LAUREL OAK WEALTH MANAGEMENT, LLC

10.93K

Jun 30, 26

-1.91K

0.03%

Clear Creek Financial Management, LLC

10.89K

Jun 30, 26

+442

0.03%

BridgePort Financial Solutions, LLC

10.86K

Jun 30, 26

-1.06K

0.03%

INVESTMENT PARTNERS, LTD.

10.61K

Jun 30, 26

+65

0.03%

Integrity Financial Corp /WA

10.57K

Jun 30, 26

-853

0.03%

BESSEMER GROUP INC

10.53K

Jun 30, 26

+10.53K

0.03%

Heirloom Wealth Management

10.47K

Jun 30, 26

+361

0.03%

Equitable Holdings, Inc.

10.40K

Jun 30, 26

-7.24K

0.03%

CENTAURUS FINANCIAL, INC.

10.37K

Jun 30, 26

+60

0.03%

Wealthcare Advisory Partners LLC

10.14K

Jun 30, 26

+1.31K

0.03%

Moss Adams Wealth Advisors LLC

9.41K

Jun 30, 26

+32

0.03%

SimpliFi, Inc.

9.34K

Jun 30, 26

+252

0.03%

Mendel Capital Management LLC

9.28K

Jun 30, 26

0.03%

First Heartland Consultants, Inc.

8.94K

Jun 30, 26

+596

0.02%

IMA Wealth, Inc.

8.88K

Jun 30, 26

+5.69K

0.02%

Cornerstone Planning Group LLC

8.77K

Jun 30, 26

+2.13K

0.02%

Kastel Capital Advisors, LLC

8.44K

Jun 30, 26

0.02%

RTD Financial Advisors, Inc.

8.40K

Jun 30, 26

+231

0.02%

Bay Harbor Wealth Management, LLC

8.15K

Jun 30, 26

0.02%

Tempus Wealth Planning, LLC

8.12K

Jun 30, 26

-1.46K

0.02%

Federation des caisses Desjardins du Quebec

8.09K

Jun 30, 26

0.02%

Vestmark Advisory Solutions, Inc.

8.08K

Jun 30, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

8.08K

Jun 30, 26

0.02%

Westmount Partners, LLC

8.07K

Jun 30, 26

+133

0.02%

CFO4Life Group, LLC

7.93K

Jun 30, 26

0.02%

GeoWealth Management, LLC

7.92K

Jun 30, 26

+173

0.02%

Lido Advisors, LLC

7.90K

Jun 30, 26

-409

0.02%

Maxele Advisors, LLC

7.87K

Jun 30, 26

+7.87K

0.02%

AQR CAPITAL MANAGEMENT LLC

7.82K

Jun 30, 26

0.02%

Capital Asset Managemnet, LLC

7.76K

Jun 30, 26

-1.31K

0.02%

Phil A. Younker & Associates, Ltd.

7.61K

Jun 30, 26

0.02%

RFG Advisory, LLC

7.44K

Jun 30, 26

+48

0.02%

Centennial Advisors, LLC

7.22K

Jun 30, 26

+7.22K

0.02%

CITADEL ADVISORS LLC

7.11K

Jun 30, 26

-7.68K

0.02%

Creative Planning

7.07K

Jun 30, 26

+1.50K

0.02%

Xena Financial Planning, LLC

6.96K

Jun 30, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

6.88K

Jun 30, 26

+82

0.02%

Leading Edge Financial Planning LLC

6.60K

Jun 30, 26

0.02%

Bright Futures Wealth Management, LLC.

6.55K

Jun 30, 26

-148

0.02%

Premier Private Wealth Management LLC

6.51K

Jun 30, 26

-1.82K

0.02%

Claro Advisors LLC

6.45K

Jun 30, 26

0.02%

GHP Investment Advisors, Inc.

6.43K

Jun 30, 26

0.02%

Sequoia Financial Advisors, LLC

6.43K

Jun 30, 26

+6.43K

0.02%

HRT FINANCIAL LP

6.38K

Jun 30, 26

+6.38K

0.02%

JANE STREET GROUP, LLC

6.37K

Jun 30, 26

+6.37K

0.02%

Worth Financial Advisory Group, LLC

6.36K

Jun 30, 26

+6.36K

0.02%

GWN SECURITIES INC.

6.28K

Jun 30, 26

-2.93K

0.02%

Atria Investments, Inc

6.27K

Jun 30, 26

+1.72K

0.02%

Archford Capital Strategies, LLC

6.22K

Jun 30, 26

-64

0.02%

GOLDMAN SACHS GROUP INC

6.21K

Jun 30, 26

+6.21K

0.02%

Syverson Strege & Co

6.16K

Jun 30, 26

-257

0.02%

MKD WEALTH COACHES, LLC

6.12K

Jun 30, 26

+435

0.02%

ASSETMARK, INC

6.10K

Jun 30, 26

+5.38K

0.02%

Sherman Wealth Management LLC

6.09K

Jun 30, 26

+709

0.02%

SRS Capital Advisors, Inc.

6.04K

Jun 30, 26

-697

0.02%

PFG Advisors

5.97K

Jun 30, 26

+168

0.02%

Rockefeller Capital Management L.P.

5.92K

Jun 30, 26

+57

0.02%

Integrity Wealth Solutions LLC

5.82K

Jun 30, 26

+37

0.02%

Aprio Wealth Management, LLC

5.70K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

5.70K

Jun 30, 26

+5.70K

0.02%

Empirical Asset Management, LLC

5.68K

Jun 30, 26

0.02%

EP Wealth Advisors, LLC

5.62K

Jun 30, 26

-748

0.02%

TPG Financial Advisors, LLC

5.53K

Jun 30, 26

+201

0.02%

SCOTIA CAPITAL INC.

5.48K

Jun 30, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

5.48K

Jun 30, 26

+5.48K

0.02%

Buckingham Strategic Partners

5.47K

Jun 30, 26

-185

0.02%

FIDUCIARY FINANCIAL GROUP, LLC

5.25K

Jun 30, 26

+89

0.01%

Mosley Wealth Management

5.23K

Jun 30, 26

-5.48K

0.01%

Smith Partners Wealth Management, LLC

5.21K

Jun 30, 26

+412

0.01%

Venturi Wealth Management, LLC

5.19K

Jun 30, 26

+149

0.01%

CoreCap Advisors, LLC

5.06K

Jun 30, 26

+266

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

5.01K

Jun 30, 26

+27

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

5.00K

Jun 30, 26

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.95K

Jun 30, 26

-414

0.01%

Diversify Advisory Services, LLC

4.95K

Jun 30, 26

+4.95K

0.01%

McKinley Carter Wealth Services, Inc.

4.94K

Jun 30, 26

-75

0.01%

Qube Research & Technologies Ltd

4.80K

Jun 30, 26

+1.38K

0.01%

Madrid Financial Services

4.74K

Jun 30, 26

+224

0.01%

BSW Wealth Partners

4.70K

Jun 30, 26

+4.70K

0.01%

Dynamic Advisor Solutions LLC

4.69K

Jun 30, 26

-99

0.01%

Columbia River Financial Group, LLC

4.65K

Jun 30, 26

+102

0.01%

BANK OF MONTREAL /CAN/

4.63K

Jun 30, 26

-5.56K

0.01%

Lebenthal Global Advisors, LLC

4.62K

Jun 30, 26

+4.62K

0.01%

Plan Group Financial, LLC

4.51K

Jun 30, 26

-3.88K

0.01%

Cardinal Point Capital Management, ULC

4.45K

Jun 30, 26

-130

0.01%

Janney Montgomery Scott LLC

4.40K

Jun 30, 26

-97

0.01%

National Wealth Management Group, LLC

4.35K

Jun 30, 26

-432

0.01%

Aquire Wealth Advisors, LLC

4.33K

Jun 30, 26

+4.33K

0.01%

Capital Analysts, LLC

4.30K

Jun 30, 26

+3.92K

0.01%

Sanctuary Advisors, LLC

4.30K

Jun 30, 26

+12

0.01%

WEALTHGARDEN F.S. LLC

4.23K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

4.22K

Jun 30, 26

+4.22K

0.01%

Geneos Wealth Management Inc.

4.19K

Jun 30, 26

0.01%

MISSION WEALTH MANAGEMENT, LP

4.13K

Jun 30, 26

-653

0.01%

BOS Asset Management, LLC

4.12K

Jun 30, 26

+4.12K

0.01%

Kingsview Wealth Management, LLC

4.05K

Jun 30, 26

-359

0.01%

Vines Capital Management, LLC

4.04K

Jun 30, 26

+4.04K

0.01%

SSA SWISS ADVISORS AG

4.00K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

3.98K

Jun 30, 26

-1.21K

0.01%

Parallel Advisors, LLC

3.91K

Jun 30, 26

+1.48K

0.01%

PROATHLETE WEALTH MANAGEMENT LLC

3.74K

Jun 30, 26

+24

0.01%

Allworth Financial LP

3.59K

Jun 30, 26

-355

0.01%

Schuylkill Financial LLC

3.49K

Jun 30, 26

+3.49K

0.01%

Ronald Blue Trust, Inc.

3.38K

Jun 30, 26

0.01%

JFS WEALTH ADVISORS, LLC

3.15K

Jun 30, 26

-818

0.01%

Montgomery Financial Services LLC

2.83K

Jun 30, 26

+2.83K

0.01%

AdvisorNet Financial, Inc

2.67K

Jun 30, 26

+425

0.01%

Global Retirement Partners, LLC

2.66K

Jun 30, 26

+2.66K

0.01%

NBC SECURITIES, INC.

2.58K

Jun 30, 26

+200

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

2.47K

Jun 30, 26

-52

0.01%

Kingdom Financial Group LLC.

2.15K

Jun 30, 26

+2.15K

0.01%

Darwin Wealth Management, LLC

2.02K

Jun 30, 26

-79

0.01%

SOA Wealth Advisors, LLC.

1.98K

Jun 30, 26

-734

0.01%

Lloyd Advisory Services, LLC.

1.94K

Jun 30, 26

+1.94K

0.01%

Founders Financial Alliance, LLC

1.90K

Jun 30, 26

0.01%

Salomon & Ludwin, LLC

1.74K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

1.70K

Jun 30, 26

+1.70K

0.00%

Capital Investment Advisory Services, LLC

1.65K

Jun 30, 26

-76

0.00%

BROWN BROTHERS HARRIMAN & CO

1.65K

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

1.64K

Jun 30, 26

0.00%

Pacific Center for Financial Services

1.60K

Jun 30, 26

+10

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.51K

Jun 30, 26

+22

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.50K

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

1.50K

Jun 30, 26

-98

0.00%

JNBA Financial Advisors

1.39K

Jun 30, 26

+10

0.00%

Rossby Financial, LCC

1.27K

Jun 30, 26

+36

0.00%

Comprehensive Financial Planning, Inc./PA

1.21K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

780

Jun 30, 26

+747

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

710

Jun 30, 26

-473

0.00%

SouthState Corp

641

Jun 30, 26

-22

0.00%

WOLFF WIESE MAGANA LLC

635

Jun 30, 26

0.00%

Bogart Wealth, LLC

595

Jun 30, 26

0.00%

Archer Investment Corp

523

Jun 30, 26

0.00%

Regatta Research & Money Management

512

Jun 30, 26

+512

0.00%

United Community Bank

500

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

482

Jun 30, 26

-31

0.00%

Capital Advisor Network LLC

471

Jun 30, 26

-138

0.00%

ZRC WEALTH MANAGEMENT, LLC

446

Jun 30, 26

0.00%

IFP Advisors, Inc

411

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

407

Jun 30, 26

+407

0.00%

Spire Wealth Management

405

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

369

Jun 30, 26

0.00%

Dunhill Financial, LLC

365

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

364

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

362

Jun 30, 26

+362

0.00%

Godfrey Financial Associates, Inc.

320

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

314

Jun 30, 26

-10

0.00%

DELTA ASSET MANAGEMENT LLC/TN

300

Jun 30, 26

-105

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

288

Jun 30, 26

-595

0.00%

Smartleaf Asset Management LLC

270

Jun 30, 26

0.00%

Golden State Equity Partners

243

Jun 30, 26

-866

0.00%

JPL Wealth Management, LLC

216

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

208

Jun 30, 26

+208

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

200

Jun 30, 26

+200

0.00%

Purpose Unlimited Inc.

196

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

150

Jun 30, 26

+150

0.00%

American Capital Advisory, LLC

135

Jun 30, 26

0.00%

MATHER GROUP, LLC.

133

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

128

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

122

Jun 30, 26

+13

0.00%

IFG Advisory, LLC

116

Jun 30, 26

+46

0.00%

Institute for Wealth Management, LLC.

110

Jun 30, 26

+110

0.00%

SHP Wealth Management

100

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+88

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

+75

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

+10

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+38

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

WestEnd Advisors, LLC

Jun 30, 26

-13

0.00%

Aventus Investment Advisors, Inc.

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

Jun 30, 26

-4.99K

Independent Advisor Alliance

Jun 30, 26

-6.00K

Root Financial Partners, LLC

Jun 30, 26

-2.92K

US BANCORP \DE\

Jun 30, 26

-239

Fort Point Capital Partners LLC

Jun 30, 26

-8.41K

Walser Wealth Management Company, A Ltd Liability Co

Jun 30, 26

-4.67K

ADVISORTRUST PARTNERS, LLC

Jun 30, 26

-550

IHT Wealth Management, LLC

Jun 30, 26

-7.94K

Kovack Advisors, Inc.

Jun 30, 26

-5.30K

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-259.96K

KilterHowling LLC

Jun 30, 26

-5.00K

Scarborough Advisors, LLC

Jun 30, 26

-44

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

-52

Tower Research Capital LLC (TRC)

Jun 30, 26

-1

CIBC Bancorp USA Inc.

Jun 30, 26

-7.03K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-22.70K

Sound Income Strategies, LLC

Jun 30, 26

-649

Key Capital Management, INC

Jun 30, 26

-85

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-5.16K

Adviser Investments LLC

Jun 30, 26

-4.74K

Brinker Capital Investments, LLC

Jun 30, 26

-5.99K

NBT BANK N A /NY

Jun 30, 26

-75

Retireful, LLC

Jun 30, 26

-13.74K

Sightline Wealth Advisors, LLC

Jun 30, 26

-5.11K

Efficient Advisors, LLC

5.34K

Mar 31, 26

-1.98K

0.01%

CWM, LLC

5.16K

Mar 31, 26

-2.65K

0.01%

Coordinated Financial Services, Inc.

4.92K

Mar 31, 26

+310

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

4.37K

Mar 31, 26

+4.37K

0.01%

Sunbelt Securities, Inc.

2.12K

Mar 31, 26

0.01%

McIlrath & Eck, LLC

1.25K

Mar 31, 26

-551

0.00%

Richard Bernstein Advisors LLC

Mar 31, 26

0.00%

Dentgroup LLC

10.31K

Dec 31, 25

0.03%

Austin Private Wealth, LLC

6.96K

Dec 31, 25

0.02%

NICOLET ADVISORY SERVICES, LLC

4.69K

Dec 31, 25

-2.65K

0.01%

COMERICA BANK

Dec 31, 25

+53

0.00%

Financial Advocates Investment Management

93.35K

Sep 30, 25

+3.89K

0.26%

Siligmueller & Norvid Wealth Advisors LLC

10.26K

Sep 30, 25

+10.26K

0.03%

Pineridge Advisors LLC

959

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Smith Anglin Financial, LLC

51.10K

Jun 30, 25

-1.12K

0.14%

AVANTAX ADVISORY SERVICES, INC.

21.42K

Jun 30, 25

+1.32K

0.06%

Atria Wealth Solutions, Inc.

14.78K

Jun 30, 25

-6.12K

0.04%

Capital A Wealth Management, LLC

Jun 30, 25

-1.01K

Orion Portfolio Solutions, LLC

10.63K

Mar 31, 25

0.03%

CAROLINAS WEALTH CONSULTING LLC

1.77K

Mar 31, 25

+21

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-42.45K

Merriman Wealth Management, LLC

9.88K

Dec 31, 24

-1.30K

0.03%

Executive Wealth Management, LLC

5.83K

Dec 31, 24

0.02%

PRIVATE CAPITAL MANAGEMENT LLC

2.36K

Dec 31, 24

-700

0.01%

Sugarloaf Wealth Management, LLC

800

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

41.15K

Sep 30, 24

-2.74K

0.11%

RAYMOND JAMES & ASSOCIATES

41.03K

Sep 30, 24

+6.15K

0.11%

FinTrust Capital Advisors, LLC

13.68K

Sep 30, 24

-4.03K

0.04%

Syntrinsic LLC

8.95K

Sep 30, 24

+340

0.02%

VitalStone Financial, LLC

Sep 30, 24

-41

0.00%

BlackRock Inc.

2.73M

Jun 30, 24

+64.09K

7.51%

Cetera Advisors LLC

42.96K

Mar 31, 24

+4.94K

0.12%

Cetera Advisor Networks LLC

35.10K

Mar 31, 24

-354

0.10%

FOCUS FINANCIAL NETWORK INC /ADV

80.53K

Dec 31, 23

+80.53K

0.22%

WADE G W & INC

34.12K

Dec 31, 23

+1.94K

0.09%

StrategIQ Financial Group, LLC

31.17K

Dec 31, 23

+619

0.09%

First Ascent Asset Management, LLC

11.28K

Dec 31, 23

+159

0.03%

J Arnold Wealth Management Co

Dec 31, 23

-34.29K

TIEDEMANN ADVISORS, LLC

193.92K

Sep 30, 23

-76.44K

0.53%

TimeScale Financial, Inc.

2.96K

Jun 30, 23

+173

0.01%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

Fullen Financial Group

14.07K

Mar 31, 23

+339

0.04%

Ahrens Investment Partners LLC

1.89K

Mar 31, 23

+1.89K

0.01%

Sargent Bickham Lagudis LLC

10.53K

Dec 31, 22

0.03%

CFO4Life, L.P.

8.29K

Dec 31, 22

+8.29K

0.02%

TRUSTCORE FINANCIAL SERVICES, LLC

1.02K

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

144

Dec 31, 22

-7

0.00%

St. James Investment Advisors, LLC

Dec 31, 22

-402

LFS ASSET MANAGEMENT

128.46K

Sep 30, 22

+14.61K

0.35%

Forward Management, LLC

18.38K

Sep 30, 22

+18.38K

0.05%

American Portfolios Advisors

3.45K

Sep 30, 22

+3.45K

0.01%

Strategic Asset Management, LLC

Sep 30, 22

0.00%

Lake Point Wealth Management

457

Jun 30, 22

-260

0.00%

Private Capital Group, LLC

Jun 30, 22

-86

PARAMETRIC PORTFOLIO ASSOCIATES LLC

176.25K

Mar 31, 22

-92.13K

0.49%

Dixon Hughes Goodman Wealth Advisors LLC

251

Mar 31, 22

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-112

Ameritas Investment Company, LLC

167.90K

Sep 30, 21

+166.60K

0.46%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

18.37K

Sep 30, 21

-1.44K

0.05%

Cardinal Point Wealth Management LLC

Sep 30, 21

-13.84K

ROWLAND CARMICHAEL ADVISORS INC /ADV

54.31K

Dec 31, 20

-1.90K

0.15%

First Allied Advisory Services, Inc.

8.23K

Sep 30, 20

-489

0.02%

Watson Rebecca

Sep 30, 20

-463

LifePlan Financial Group, Inc

Sep 30, 20

-3.29K

NewDay Solutions, LLC

Jun 30, 20

-8.55K

BRINKER CAPITAL INC

Jun 30, 20

-105.40K

LADENBURG THALMANN FINANCIAL SERVICES INC.

80.23K

Dec 31, 19

-35.40K

0.22%

Advisor Group, Inc.

72.89K

Dec 31, 19

-1.35K

0.20%

CXI Advisors

626

Dec 31, 19

+626

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

213.99K

Sep 30, 19

+96.27K

0.59%

MADRONA FUNDS, LLC

39.88K

Sep 30, 19

+39.88K

0.11%

Planning Solutions Group LLC

168.08K

Jun 30, 19

-8.17K

0.46%

Sterling Global Strategies LLC

Mar 31, 19

-939

Watermark Asset Management, Inc.

1.63K

Dec 31, 18

+116

0.00%

KHP Capital, LLC

558

Sep 30, 18

-546

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-48.53K

SII INVESTMENTS INC/WI

Dec 31, 17

-11.26K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-6.27K

Commonwealth Equity Services, Inc

125.69K

Jun 30, 17

+22.39K

0.35%

Acertus Capital Management, LLC

9.90K

Jun 30, 17

+9.90K

0.03%

WFG Advisors, LP

Jun 30, 17

+51

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-17.35K

BlackRock Institutional Trust Company, N.A.

633.69K

Dec 31, 16

+61.31K

1.74%

MSI Financial Services Inc

11.35K

Dec 31, 16

+551

0.03%

Gerstein Fisher

18.84K

Sep 30, 16

+3.13K

0.05%

TIEDEMANN TRUST CO

1.14M

Jun 30, 16

-1.36K

3.13%

VSR Financial Services, Inc.

186.15K

Jun 30, 16

+20.93K

0.51%

Tactical Allocation Group LLC

16.04K

Jun 30, 16

-104

0.04%

MANAGED ACCOUNT ADVISORS LLC

2.38K

Jun 30, 15

+1.98K

0.01%

MDE Group

20.65K

Mar 31, 15

+13.78K

0.06%

NEW ENGLAND SECURITIES CORP /MA/

2.00K

Dec 31, 14

0.01%

Placemark Investments, Inc.

Dec 31, 14

UBS AG

68.25K

Sep 30, 14

-2.44K

0.19%

First Allied Securities, Inc.

1.45K

Jun 30, 12

-7.69K

0.00%