CALF(CALF)
CALF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 250.10K | Jun 30, 26 | -130.10K | 0.37% |
| Procyon Advisors, LLC | 225.09K | Jun 30, 26 | -7.70K | 0.33% |
| HOWARD FINANCIAL SERVICES, LTD. | 173.59K | Jun 30, 26 | -6.64K | 0.26% |
| Clarus Wealth Advisors | 99.16K | Jun 30, 26 | -3.67K | 0.15% |
| Wealthcare Advisory Partners LLC | 81.57K | Jun 30, 26 | +2.78K | 0.12% |
| FIDUCIARY FINANCIAL GROUP, LLC | 46.87K | Jun 30, 26 | -377 | 0.07% |
| Y-Intercept (Hong Kong) Ltd | 34.22K | Jun 30, 26 | +34.22K | 0.05% |
| DAVENPORT & Co LLC | 21.97K | Jun 30, 26 | -23.43K | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18.92K | Jun 30, 26 | -1.32K | 0.03% |
| Wealth Group Ltd | 18.86K | Jun 30, 26 | -4.32K | 0.03% |
| JBR Co Financial Management Inc | 18.84K | Jun 30, 26 | -17.14K | 0.03% |
| SHEETS SMITH WEALTH MANAGEMENT | 18.45K | Jun 30, 26 | -1.22K | 0.03% |
| First Heartland Consultants, Inc. | 16.53K | Jun 30, 26 | -195 | 0.02% |
| City Center Advisors, LLC | 15.26K | Jun 30, 26 | -307 | 0.02% |
| BigSur Wealth Management LLC | 13.10K | Jun 30, 26 | -- | 0.02% |
| Nautilus Advisors LLC | 9.07K | Jun 30, 26 | -408 | 0.01% |
| Trilogy Capital Inc. | 8.95K | Jun 30, 26 | -147 | 0.01% |
| National Wealth Management Group, LLC | 8.76K | Jun 30, 26 | -473 | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.70K | Jun 30, 26 | -42 | 0.01% |
| TrueWealth Advisors, LLC | 7.41K | Jun 30, 26 | -1.11K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 7.25K | Jun 30, 26 | +108 | 0.01% |
| Avondale Wealth Management | 6.78K | Jun 30, 26 | -- | 0.01% |
| VisionPoint Advisory Group, LLC | 6.20K | Jun 30, 26 | -931 | 0.01% |
| Whitaker-Myers Wealth Managers, LTD. | 4.40K | Jun 30, 26 | -4.25K | 0.01% |
| Post Resch Tallon Group Inc. | 4.03K | Jun 30, 26 | +4.03K | 0.01% |
| Central Pacific Bank - Trust Division | 3.80K | Jun 30, 26 | -1.45K | 0.01% |
| Nova Wealth Management, Inc. | 960 | Jun 30, 26 | -151 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 124 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 26 | Jun 30, 26 | +20 | 0.00% |
| CX Institutional | 10 | Jun 30, 26 | +10 | 0.00% |
| Main Street Group, LTD | 1 | Jun 30, 26 | -- | 0.00% |
| IVC Wealth Advisors LLC | -- | Jun 30, 26 | -5.19K | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -31 | -- |
| BANK OF AMERICA CORP /DE/ | 11.00M | Mar 31, 26 | -860.52K | 16.35% |
| MORGAN STANLEY | 4.16M | Mar 31, 26 | -630.96K | 6.19% |
| LPL Financial LLC | 3.14M | Mar 31, 26 | -429.01K | 4.66% |
| Cetera Investment Advisers | 1.84M | Mar 31, 26 | -84.76K | 2.73% |
| RAYMOND JAMES FINANCIAL INC | 1.64M | Mar 31, 26 | -679.57K | 2.43% |
| WELLS FARGO & COMPANY/MN | 1.59M | Mar 31, 26 | -666.91K | 2.36% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.31M | Mar 31, 26 | -286.45K | 1.95% |
| UBS Group AG | 1.14M | Mar 31, 26 | -71.08K | 1.70% |
| ENVESTNET ASSET MANAGEMENT INC | 1.01M | Mar 31, 26 | -89.70K | 1.50% |
| JONES FINANCIAL COMPANIES LLLP | 832.60K | Mar 31, 26 | +54.60K | 1.24% |
| ROYAL BANK OF CANADA | 829.58K | Mar 31, 26 | -131.65K | 1.23% |
| ADVISOR GROUP HOLDINGS, INC. | 674.05K | Mar 31, 26 | -81.02K | 1.00% |
| Rockefeller Capital Management L.P. | 668.88K | Mar 31, 26 | +58.66K | 0.99% |
| BlueStem Wealth Partners, LLC | 626.14K | Mar 31, 26 | +280.30K | 0.93% |
| Cambridge Investment Research Advisors, Inc. | 613.22K | Mar 31, 26 | -116.10K | 0.91% |
| COMMONWEALTH EQUITY SERVICES, LLC | 561.37K | Mar 31, 26 | -190.38K | 0.83% |
| Baird Financial Group, Inc. | 474.74K | Mar 31, 26 | +68.88K | 0.71% |
| D.A. DAVIDSON & CO. | 420.17K | Mar 31, 26 | -71.49K | 0.62% |
| Compass Advisory Group LLC | 412.34K | Mar 31, 26 | +2.20K | 0.61% |
| STIFEL FINANCIAL CORP | 391.68K | Mar 31, 26 | +4.69K | 0.58% |
| Pacer Advisors, Inc. | 382.84K | Mar 31, 26 | +8.06K | 0.57% |
| HHM Wealth Advisors, LLC | 380.21K | Mar 31, 26 | -378.77K | 0.56% |
| AMERIPRISE FINANCIAL INC | 374.21K | Mar 31, 26 | -52.43K | 0.56% |
| MML INVESTORS SERVICES, LLC | 349.90K | Mar 31, 26 | -191.13K | 0.52% |
| Kestra Advisory Services, LLC | 325.73K | Mar 31, 26 | -103.09K | 0.48% |
| Steward Partners Investment Advisory, LLC | 287.37K | Mar 31, 26 | -3.97K | 0.43% |
| HighTower Advisors, LLC | 248.21K | Mar 31, 26 | -6.05K | 0.37% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 245.70K | Mar 31, 26 | -116.60K | 0.37% |
| Cornerstone Wealth Management, LLC | 245.15K | Mar 31, 26 | +15.85K | 0.36% |
| Long Island Wealth Management, Inc. | 175.97K | Mar 31, 26 | -5.55K | 0.26% |
| GOLDMAN SACHS GROUP INC | 166.76K | Mar 31, 26 | +97.34K | 0.25% |
| PSI Advisors, LLC | 164.12K | Mar 31, 26 | -6.42K | 0.24% |
| NewEdge Advisors, LLC | 163.41K | Mar 31, 26 | -34.34K | 0.24% |
| Independent Advisor Alliance | 161.10K | Mar 31, 26 | +139.36K | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 134.62K | Mar 31, 26 | +25.58K | 0.20% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 125.49K | Mar 31, 26 | +7.34K | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 124.50K | Mar 31, 26 | -463.60K | 0.18% |
| Janney Montgomery Scott LLC | 117.92K | Mar 31, 26 | -331.72K | 0.18% |
| Mariner, LLC | 109.90K | Mar 31, 26 | -77.18K | 0.16% |
| Econ Financial Services Corp | 109.42K | Mar 31, 26 | +19.34K | 0.16% |
| Carter Financial Group, INC. | 106.01K | Mar 31, 26 | -490 | 0.16% |
| Private Advisor Group, LLC | 103.24K | Mar 31, 26 | -4.39K | 0.15% |
| Family Management Corp | 101.28K | Mar 31, 26 | -38.60K | 0.15% |
| OPPENHEIMER & CO INC | 100.11K | Mar 31, 26 | -3.93K | 0.15% |
| FLOW TRADERS U.S. LLC | 96.27K | Mar 31, 26 | +65.45K | 0.14% |
| Equitable Holdings, Inc. | 95.04K | Mar 31, 26 | -10.25K | 0.14% |
| Sanctuary Advisors, LLC | 94.35K | Mar 31, 26 | -20.96K | 0.14% |
| CITADEL ADVISORS LLC | 90.56K | Mar 31, 26 | +30.82K | 0.13% |
| Keystone Financial Services, LLC | 83.37K | Mar 31, 26 | +1.15K | 0.12% |
| NATIONAL BANK OF CANADA /FI/ | 82.02K | Mar 31, 26 | +3.28K | 0.12% |
| Summit Financial, LLC | 80.75K | Mar 31, 26 | -7.96K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 78.85K | Mar 31, 26 | +3.50K | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 75.46K | Mar 31, 26 | -53.26K | 0.11% |
| J.W. COLE ADVISORS, INC. | 74.52K | Mar 31, 26 | -13.43K | 0.11% |
| Inlight Wealth Management, LLC | 73.79K | Mar 31, 26 | -4.22K | 0.11% |
| Clay Northam Wealth Management, LLC | 71.82K | Mar 31, 26 | -2.42K | 0.11% |
| Atlas Wealth LLC | 70.56K | Mar 31, 26 | -710 | 0.10% |
| EverSource Wealth Advisors, LLC | 68.44K | Mar 31, 26 | -13.87K | 0.10% |
| HRT FINANCIAL LP | 63.90K | Mar 31, 26 | +63.90K | 0.09% |
| Investor's Fiduciary Advisor Network, LLC | 62.87K | Mar 31, 26 | +600 | 0.09% |
| Concurrent Investment Advisors, LLC | 62.17K | Mar 31, 26 | -4.04K | 0.09% |
| VERUS CAPITAL PARTNERS, LLC | 62.16K | Mar 31, 26 | -2.16K | 0.09% |
| Anson Capital, Inc. | 62.00K | Mar 31, 26 | +1.33K | 0.09% |
| Ellis Investment Partners, LLC | 58.36K | Mar 31, 26 | -3.20K | 0.09% |
| U.S. Capital Wealth Advisors, LLC | 58.11K | Mar 31, 26 | +9.33K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 57.66K | Mar 31, 26 | -3.72K | 0.09% |
| Ausdal Financial Partners, Inc. | 56.96K | Mar 31, 26 | -41.24K | 0.08% |
| Stratos Wealth Partners, LTD. | 55.05K | Mar 31, 26 | -2.50K | 0.08% |
| COZAD ASSET MANAGEMENT INC | 54.87K | Mar 31, 26 | -11.60K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53.58K | Mar 31, 26 | +40.23K | 0.08% |
| Gotham Asset Management, LLC | 52.12K | Mar 31, 26 | +6.03K | 0.08% |
| BARRETT & COMPANY, INC. | 51.93K | Mar 31, 26 | +409 | 0.08% |
| Premier Path Wealth Partners, LLC | 49.44K | Mar 31, 26 | -7.07K | 0.07% |
| ETF Store, Inc. | 48.26K | Mar 31, 26 | +2.04K | 0.07% |
| First PREMIER Bank | 47.97K | Mar 31, 26 | -1.53K | 0.07% |
| Prospera Financial Services Inc | 47.83K | Mar 31, 26 | -1.06K | 0.07% |
| CI Private Wealth, LLC | 46.53K | Mar 31, 26 | -5.25K | 0.07% |
| IHT Wealth Management, LLC | 45.92K | Mar 31, 26 | -8.89K | 0.07% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 45.22K | Mar 31, 26 | -707 | 0.07% |
| Geneos Wealth Management Inc. | 45.18K | Mar 31, 26 | -6.88K | 0.07% |
| BCS Wealth Management | 45.10K | Mar 31, 26 | -52.58K | 0.07% |
| BENJAMIN EDWARDS INC | 42.80K | Mar 31, 26 | -648 | 0.06% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 42.75K | Mar 31, 26 | -15.67K | 0.06% |
| Visionary Wealth Advisors | 42.53K | Mar 31, 26 | +1.03K | 0.06% |
| BLAIR WILLIAM & CO/IL | 42.26K | Mar 31, 26 | +19.85K | 0.06% |
| Claro Advisors LLC | 41.43K | Mar 31, 26 | -708 | 0.06% |
| Stratos Wealth Advisors, LLC | 40.68K | Mar 31, 26 | -19.30K | 0.06% |
| XTX Topco Ltd | 40.16K | Mar 31, 26 | +28.23K | 0.06% |
| WNY Asset Management, LLC | 38.57K | Mar 31, 26 | +38.57K | 0.06% |
| Integrated Wealth Concepts LLC | 38.42K | Mar 31, 26 | +403 | 0.06% |
| Copia Wealth Management | 37.86K | Mar 31, 26 | -14.11K | 0.06% |
| Smart Portfolios, LLC | 37.67K | Mar 31, 26 | +789 | 0.06% |
| Bedel Financial Consulting, Inc. | 37.43K | Mar 31, 26 | -861 | 0.06% |
| DRIVE WEALTH MANAGEMENT, LLC | 37.10K | Mar 31, 26 | -7.87K | 0.06% |
| Moors & Cabot, Inc. | 37.02K | Mar 31, 26 | -1.97K | 0.06% |
| Certified Advisory Corp | 36.72K | Mar 31, 26 | -46.12K | 0.05% |
| Chicago Partners Investment Group LLC | 36.66K | Mar 31, 26 | -3.00K | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 35.10K | Mar 31, 26 | -293 | 0.05% |
| Endowment Wealth Management, Inc. | 35.10K | Mar 31, 26 | +3.40K | 0.05% |
| Forefront Wealth Partners, LLC | 33.63K | Mar 31, 26 | +4.37K | 0.05% |
| Kingsview Wealth Management, LLC | 33.05K | Mar 31, 26 | -3.53K | 0.05% |
| Firestone Capital Management | 32.17K | Mar 31, 26 | -4.09K | 0.05% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 30.68K | Mar 31, 26 | -8.50K | 0.05% |
| Western Wealth Management, LLC | 28.77K | Mar 31, 26 | -5.91K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 28.41K | Mar 31, 26 | -995 | 0.04% |
| Modern Wealth Management, LLC | 27.77K | Mar 31, 26 | -249.22K | 0.04% |
| Valmark Advisers, Inc. | 26.99K | Mar 31, 26 | +4.78K | 0.04% |
| KPP Advisory Services LLC | 26.89K | Mar 31, 26 | -10.21K | 0.04% |
| Lodestone Wealth Management LLC | 26.25K | Mar 31, 26 | +1.28K | 0.04% |
| Inscription Capital, LLC | 26.11K | Mar 31, 26 | +138 | 0.04% |
| PFG Advisors | 26.11K | Mar 31, 26 | -12.71K | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 25.61K | Mar 31, 26 | +20.60K | 0.04% |
| MONEYWISE, INC. | 25.51K | Mar 31, 26 | -5.57K | 0.04% |
| HighPoint Advisor Group LLC | 25.05K | Mar 31, 26 | +2.75K | 0.04% |
| Evolution Wealth Advisors, LLC | 24.82K | Mar 31, 26 | -- | 0.04% |
| PRINCIPAL SECURITIES, INC. | 24.22K | Mar 31, 26 | +2.49K | 0.04% |
| Cushing Capital Partners, LLC | 24.02K | Mar 31, 26 | +144 | 0.04% |
| IFP Advisors, Inc | 23.04K | Mar 31, 26 | -1.18K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 22.89K | Mar 31, 26 | +8.86K | 0.03% |
| CMC Financial Group | 22.88K | Mar 31, 26 | +2.37K | 0.03% |
| Sigma Planning Corp | 22.29K | Mar 31, 26 | -21.13K | 0.03% |
| Perigon Wealth Management, LLC | 21.39K | Mar 31, 26 | +688 | 0.03% |
| Plan Group Financial, LLC | 21.24K | Mar 31, 26 | -9.06K | 0.03% |
| Pacific Wealth Strategies Group, Inc. | 20.83K | Mar 31, 26 | +20.83K | 0.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | 20.79K | Mar 31, 26 | -1.52K | 0.03% |
| LAKE STREET FINANCIAL LLC | 20.76K | Mar 31, 26 | +323 | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20.24K | Mar 31, 26 | -2.34K | 0.03% |
| JANE STREET GROUP, LLC | 20.19K | Mar 31, 26 | +15.46K | 0.03% |
| Advisory Services Network, LLC | 20.02K | Mar 31, 26 | -5.41K | 0.03% |
| Goldstone Financial Group, LLC | 19.19K | Mar 31, 26 | -2.19K | 0.03% |
| BANK OF MONTREAL /CAN/ | 18.99K | Mar 31, 26 | +558 | 0.03% |
| Glen Eagle Advisors, LLC | 18.62K | Mar 31, 26 | -2.72K | 0.03% |
| Capital Analysts, LLC | 17.86K | Mar 31, 26 | -1.95K | 0.03% |
| Garden State Investment Advisory Services LLC | 17.85K | Mar 31, 26 | -1.99K | 0.03% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 17.53K | Mar 31, 26 | -293 | 0.03% |
| Beacon Pointe Advisors, LLC | 17.44K | Mar 31, 26 | -1.37K | 0.03% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 17.39K | Mar 31, 26 | +17 | 0.03% |
| Ashton Thomas Private Wealth, LLC | 17.36K | Mar 31, 26 | -519 | 0.03% |
| FIFTH THIRD BANCORP | 16.77K | Mar 31, 26 | +14.34K | 0.02% |
| Tower Research Capital LLC (TRC) | 16.57K | Mar 31, 26 | -21.59K | 0.02% |
| Golden State Equity Partners | 16.52K | Mar 31, 26 | +7.88K | 0.02% |
| E&G Advisors, LP | 16.40K | Mar 31, 26 | +7 | 0.02% |
| MAI Capital Management | 16.05K | Mar 31, 26 | -629 | 0.02% |
| BlueChip Wealth Advisors LLC | 15.92K | Mar 31, 26 | -6.40K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15.61K | Mar 31, 26 | -532 | 0.02% |
| TRUIST FINANCIAL CORP | 15.45K | Mar 31, 26 | -6.03K | 0.02% |
| Allworth Financial LP | 15.13K | Mar 31, 26 | -1.66K | 0.02% |
| Paragon Private Wealth Management, LLC | 14.59K | Mar 31, 26 | -599 | 0.02% |
| Millstone Evans Group, LLC | 14.53K | Mar 31, 26 | -93 | 0.02% |
| NATIXIS ADVISORS, L.P. | 13.84K | Mar 31, 26 | +13.84K | 0.02% |
| WBI INVESTMENTS, INC. | 13.57K | Mar 31, 26 | +13.57K | 0.02% |
| Belpointe Asset Management LLC | 13.40K | Mar 31, 26 | -1.26K | 0.02% |
| Glass Jacobson Investment Advisors llc | 13.40K | Mar 31, 26 | +184 | 0.02% |
| BROWN ADVISORY INC | 13.39K | Mar 31, 26 | -- | 0.02% |
| Unified Investment Management | 13.30K | Mar 31, 26 | +583 | 0.02% |
| HB Wealth Management, LLC | 13.20K | Mar 31, 26 | +13.20K | 0.02% |
| Key FInancial Inc | 12.90K | Mar 31, 26 | +2.58K | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 12.90K | Mar 31, 26 | -55.60K | 0.02% |
| HAZLETT, BURT & WATSON, INC. | 12.82K | Mar 31, 26 | -17 | 0.02% |
| Snowden Capital Advisors LLC | 12.81K | Mar 31, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 12.47K | Mar 31, 26 | +2.39K | 0.02% |
| Savvy Advisors, Inc. | 11.55K | Mar 31, 26 | -568 | 0.02% |
| Clear Creek Financial Management, LLC | 11.37K | Mar 31, 26 | +483 | 0.02% |
| Merit Financial Group, LLC | 10.78K | Mar 31, 26 | +4.17K | 0.02% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10.75K | Mar 31, 26 | +39 | 0.02% |
| Spectrum Strategic Capital Management, LLC | 10.72K | Mar 31, 26 | +415 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 10.57K | Mar 31, 26 | -66.49K | 0.02% |
| Patriot Financial Group Insurance Agency, LLC | 10.50K | Mar 31, 26 | +5.15K | 0.02% |
| Sloy Dahl & Holst, LLC | 10.43K | Mar 31, 26 | -- | 0.02% |
| NewEdge Wealth, LLC | 10.39K | Mar 31, 26 | -1.91K | 0.02% |
| Oder Investment Management, LLC | 10.16K | Mar 31, 26 | +672 | 0.02% |
| MOSELEY INVESTMENT MANAGEMENT INC | 10.10K | Mar 31, 26 | -489 | 0.02% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.01K | Mar 31, 26 | -- | 0.01% |
| Total Clarity Wealth Management, Inc. | 9.99K | Mar 31, 26 | -- | 0.01% |
| PARK AVENUE SECURITIES LLC | 9.88K | Mar 31, 26 | +902 | 0.01% |
| MGO ONE SEVEN LLC | 9.73K | Mar 31, 26 | -516 | 0.01% |
| Commonwealth Financial Services, LLC | 9.51K | Mar 31, 26 | -447 | 0.01% |
| Nautilus Advisors LLC | 9.48K | Mar 31, 26 | -1.11K | 0.01% |
| Capital Advisors, Ltd. LLC | 9.45K | Mar 31, 26 | -1.85K | 0.01% |
| Tripletail Wealth Management, LLC | 9.45K | Mar 31, 26 | -2.64K | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 9.13K | Mar 31, 26 | -1.23K | 0.01% |
| CHANNEL WEALTH LLC | 9.04K | Mar 31, 26 | -873 | 0.01% |
| Foundations Investment Advisors, LLC | 8.99K | Mar 31, 26 | +987 | 0.01% |
| Gateway Wealth Partners, LLC | 8.93K | Mar 31, 26 | +3.51K | 0.01% |
| STEPHENS INC /AR/ | 8.89K | Mar 31, 26 | +272 | 0.01% |
| Carnegie Lake Advisors LLC | 8.87K | Mar 31, 26 | -- | 0.01% |
| CALTON & ASSOCIATES, INC. | 8.58K | Mar 31, 26 | -174 | 0.01% |
| Gladstone Institutional Advisory LLC | 8.51K | Mar 31, 26 | +751 | 0.01% |
| Winning Points Advisors, LLC | 8.51K | Mar 31, 26 | -- | 0.01% |
| SIMON QUICK ADVISORS, LLC | 8.36K | Mar 31, 26 | +8.36K | 0.01% |
| LaSalle St. Investment Advisors, LLC | 8.24K | Mar 31, 26 | +22 | 0.01% |
| Creative Planning | 8.00K | Mar 31, 26 | -992 | 0.01% |
| SRS Capital Advisors, Inc. | 7.92K | Mar 31, 26 | -1.25K | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 7.91K | Mar 31, 26 | -1.18K | 0.01% |
| Trexquant Investment LP | 7.75K | Mar 31, 26 | +544 | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.73K | Mar 31, 26 | +12 | 0.01% |
| Runnymede Capital Advisors, Inc. | 7.66K | Mar 31, 26 | +7.66K | 0.01% |
| NORTHERN TRUST CORP | 7.63K | Mar 31, 26 | +219 | 0.01% |
| Avantax Planning Partners, Inc. | 7.61K | Mar 31, 26 | -213 | 0.01% |
| Tradition Wealth Management, LLC | 7.58K | Mar 31, 26 | -559 | 0.01% |
| Financial Partners Group, Inc | 7.56K | Mar 31, 26 | -484 | 0.01% |
| Maridea Wealth Management LLC | 7.50K | Mar 31, 26 | +7.50K | 0.01% |
| PRIVATE TRUST CO NA | 7.46K | Mar 31, 26 | +218 | 0.01% |
| Arkadios Wealth Advisors | 7.43K | Mar 31, 26 | +7.43K | 0.01% |
| Colony Group, LLC | 7.26K | Mar 31, 26 | -533 | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7.25K | Mar 31, 26 | -- | 0.01% |
| Bravias Capital Group, LLC | 7.23K | Mar 31, 26 | +21 | 0.01% |
| Intrua Financial, LLC | 7.22K | Mar 31, 26 | -167 | 0.01% |
| MONECO Advisors, LLC | 7.15K | Mar 31, 26 | -1.93K | 0.01% |
| Next Level Wealth Planning, LLC | 7.14K | Mar 31, 26 | +440 | 0.01% |
| Pensionmark Financial Group, LLC | 7.12K | Mar 31, 26 | -1.30K | 0.01% |
| Opal Wealth Advisors, LLC | 7.06K | Mar 31, 26 | -608 | 0.01% |
| FINANCIAL MANAGEMENT NETWORK INC | 6.96K | Mar 31, 26 | -5.87K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.86K | Mar 31, 26 | -8.42K | 0.01% |
| Brookstone Capital Management | 6.84K | Mar 31, 26 | +2.02K | 0.01% |
| Farther Finance Advisors, LLC | 6.80K | Mar 31, 26 | +451 | 0.01% |
| FMR LLC | 6.56K | Mar 31, 26 | +3.75K | 0.01% |
| WEST MICHIGAN ADVISORS, LLC | 6.51K | Mar 31, 26 | -2.14K | 0.01% |
| WETZEL INVESTMENT ADVISORS, INC. | 6.45K | Mar 31, 26 | -442 | 0.01% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6.43K | Mar 31, 26 | -41.10K | 0.01% |
| Platform Technology Partners | 6.40K | Mar 31, 26 | -- | 0.01% |
| OFC FINANCIAL PLANNING, LLC | 6.31K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 6.18K | Mar 31, 26 | -259 | 0.01% |
| Heritage Wealth Management, Inc. | 6.11K | Mar 31, 26 | -1.54K | 0.01% |
| Comprehensive Financial Consultants Institutional, Inc. | 6.08K | Mar 31, 26 | -192 | 0.01% |
| NVWM, LLC | 6.06K | Mar 31, 26 | -18 | 0.01% |
| First American Bank | 6.00K | Mar 31, 26 | -- | 0.01% |
| Diligent Investors, LLC | 5.82K | Mar 31, 26 | -- | 0.01% |
| BlackDiamond Wealth Management Inc. | 5.78K | Mar 31, 26 | +2 | 0.01% |
| Round Rock Advisors, LLC | 5.74K | Mar 31, 26 | -- | 0.01% |
| Bright Futures Wealth Management, LLC. | 5.74K | Mar 31, 26 | -522 | 0.01% |
| LEIGH BALDWIN & CO., LLC | 5.69K | Mar 31, 26 | -- | 0.01% |
| SMITH, MOORE & CO. | 5.66K | Mar 31, 26 | -89 | 0.01% |
| Mascagni Wealth Management, Inc. | 5.63K | Mar 31, 26 | -194 | 0.01% |
| CEERA INVESTMENTS, LLC | 5.58K | Mar 31, 26 | -105 | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.58K | Mar 31, 26 | -35 | 0.01% |
| Waverly Advisors, LLC | 5.57K | Mar 31, 26 | -657 | 0.01% |
| SAXON INTERESTS, INC. | 5.52K | Mar 31, 26 | +228 | 0.01% |
| Weaver Consulting Group | 5.49K | Mar 31, 26 | -- | 0.01% |
| BKM Wealth Management, LLC | 5.47K | Mar 31, 26 | +30 | 0.01% |
| Ethos Financial Group, LLC | 5.32K | Mar 31, 26 | -- | 0.01% |
| S.A. Mason LLC | 5.29K | Mar 31, 26 | +164 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 5.19K | Mar 31, 26 | +205 | 0.01% |
| IVC Wealth Advisors LLC | 5.19K | Mar 31, 26 | -1.31K | 0.01% |
| AMERIFLEX GROUP, INC. | 5.16K | Mar 31, 26 | -462 | 0.01% |
| Mutual Advisors, LLC | 5.12K | Mar 31, 26 | +5.12K | 0.01% |
| NBT BANK N A /NY | 5.11K | Mar 31, 26 | -- | 0.01% |
| CITIGROUP INC | 5.03K | Mar 31, 26 | +1.66K | 0.01% |
| PFG Investments, LLC | 5.02K | Mar 31, 26 | -22 | 0.01% |
| Pine Valley Investments Ltd Liability Co | 5.02K | Mar 31, 26 | -- | 0.01% |
| CASTLE WEALTH MANAGEMENT LLC | 5.01K | Mar 31, 26 | -- | 0.01% |
| Keystone Financial Group | 4.93K | Mar 31, 26 | -214 | 0.01% |
| HBW Advisory Services LLC | 4.82K | Mar 31, 26 | -751 | 0.01% |
| Invenomic Capital Management LP | 4.82K | Mar 31, 26 | -- | 0.01% |
| Crestwood Advisors Group LLC | 4.79K | Mar 31, 26 | -- | 0.01% |
| GWN SECURITIES INC. | 4.70K | Mar 31, 26 | -80 | 0.01% |
| Oxler Private Wealth LLC | 4.68K | Mar 31, 26 | -323 | 0.01% |
| Avidian Wealth Solutions, LLC | 4.66K | Mar 31, 26 | -- | 0.01% |
| Intrepid Financial Planning Group LLC | 4.63K | Mar 31, 26 | -218 | 0.01% |
| Hilltop Holdings Inc. | 4.61K | Mar 31, 26 | -370 | 0.01% |
| Perennial Investment Advisors, LLC | 4.47K | Mar 31, 26 | +4.47K | 0.01% |
| Russell Investments Group, Ltd. | 4.32K | Mar 31, 26 | -2.62K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.30K | Mar 31, 26 | +332 | 0.01% |
| ADIRONDACK TRUST CO | 3.74K | Mar 31, 26 | -614 | 0.01% |
| Legacy Wealth Managment, LLC/ID | 2.80K | Mar 31, 26 | +25 | 0.00% |
| JPMORGAN CHASE & CO | 2.79K | Mar 31, 26 | -720 | 0.00% |
| Capital Investment Advisory Services, LLC | 2.78K | Mar 31, 26 | -2.26K | 0.00% |
| Tradewinds Capital Management, LLC | 2.60K | Mar 31, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 2.57K | Mar 31, 26 | +836 | 0.00% |
| Whipplewood Advisors, LLC | 2.26K | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 2.18K | Mar 31, 26 | -- | 0.00% |
| Asset Dedication, LLC | 2.07K | Mar 31, 26 | +19 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2.01K | Mar 31, 26 | +1 | 0.00% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1.80K | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 1.72K | Mar 31, 26 | -617 | 0.00% |
| Parkside Financial Bank & Trust | 1.64K | Mar 31, 26 | +3 | 0.00% |
| NBC SECURITIES, INC. | 1.50K | Mar 31, 26 | -373 | 0.00% |
| SIMPLEX TRADING, LLC | 1.48K | Mar 31, 26 | +1.48K | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 1.43K | Mar 31, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.40K | Mar 31, 26 | -5 | 0.00% |
| MATHER GROUP, LLC. | 1.35K | Mar 31, 26 | +1.35K | 0.00% |
| Provenance Wealth Advisors, LLC | 1.31K | Mar 31, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 1.28K | Mar 31, 26 | +1.28K | 0.00% |
| Nova Wealth Management, Inc. | 1.11K | Mar 31, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 1.00K | Mar 31, 26 | -- | 0.00% |
| WFA of San Diego, LLC | 939 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 912 | Mar 31, 26 | -1.70K | 0.00% |
| Pinnacle Holdings, LLC | 898 | Mar 31, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 894 | Mar 31, 26 | +6 | 0.00% |
| Golden State Wealth Management, LLC | 877 | Mar 31, 26 | -743 | 0.00% |
| Financial Network Wealth Advisors LLC | 845 | Mar 31, 26 | -- | 0.00% |
| Coastline Trust Co | 725 | Mar 31, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 713 | Mar 31, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 607 | Mar 31, 26 | +3 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 585 | Mar 31, 26 | -- | 0.00% |
| Financial Gravity Asset Management, Inc. | 510 | Mar 31, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 465 | Mar 31, 26 | -20 | 0.00% |
| Bank of Jackson Hole Trust | 460 | Mar 31, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 424 | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 400 | Mar 31, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 372 | Mar 31, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 328 | Mar 31, 26 | +3 | 0.00% |
| Strategic Wealth Partners, Ltd. | 318 | Mar 31, 26 | +2 | 0.00% |
| Bogart Wealth, LLC | 302 | Mar 31, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 285 | Mar 31, 26 | +285 | 0.00% |
| GLENMEDE TRUST CO NA | 267 | Mar 31, 26 | +267 | 0.00% |
| Park Place Capital Corp | 263 | Mar 31, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 249 | Mar 31, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 210 | Mar 31, 26 | +210 | 0.00% |
| Merkkuri Wealth Advisors LLC | 206 | Mar 31, 26 | +206 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 187 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 169 | Mar 31, 26 | -10 | 0.00% |
| Nemes Rush Group LLC | 144 | Mar 31, 26 | -- | 0.00% |
| Sachetta, LLC | 124 | Mar 31, 26 | -13 | 0.00% |
| Ancora Advisors, LLC | 120 | Mar 31, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 118 | Mar 31, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 106 | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 102 | Mar 31, 26 | +1 | 0.00% |
| Rossby Financial, LCC | 101 | Mar 31, 26 | +101 | 0.00% |
| Coastal Investment Advisors, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 95 | Mar 31, 26 | -- | 0.00% |
| Valued Wealth Advisors LLC | 92 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 80 | Mar 31, 26 | +80 | 0.00% |
| Aptus Capital Advisors, LLC | 62 | Mar 31, 26 | +1 | 0.00% |
| Caitlin John, LLC | 53 | Mar 31, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 50 | Mar 31, 26 | -- | 0.00% |
| Winch Advisory Services, LLC | 48 | Mar 31, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 46 | Mar 31, 26 | +46 | 0.00% |
| Sunbelt Securities, Inc. | 36 | Mar 31, 26 | +36 | 0.00% |
| VANGUARD ADVISERS INC | 19 | Mar 31, 26 | +19 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14 | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 12 | Mar 31, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 12 | Mar 31, 26 | -20 | 0.00% |
| DUNCKER STREETT & CO INC | 6 | Mar 31, 26 | -- | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 6 | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 5 | Mar 31, 26 | +5 | 0.00% |
| BlackRock, Inc. | 3 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -207 | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -6.71K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -4.52K | -- |
| HUNTINGTON NATIONAL BANK | -- | Mar 31, 26 | -500 | -- |
| Wellspring Financial Advisors, LLC | -- | Mar 31, 26 | -4.95K | -- |
| Ameritas Advisory Services, LLC | -- | Mar 31, 26 | -5.13K | -- |
| Global Assets Advisory, LLC | -- | Mar 31, 26 | -14.47K | -- |
| LEAVELL INVESTMENT MANAGEMENT, INC. | -- | Mar 31, 26 | -4.77K | -- |
| AlphaCore Capital LLC | -- | Mar 31, 26 | -600 | -- |
| OPTIMA CAPITAL LLC | -- | Mar 31, 26 | -65 | -- |
| CIBC WORLD MARKET INC. | -- | Mar 31, 26 | -11.11K | -- |
| SCS Capital Management LLC | -- | Mar 31, 26 | -4.68K | -- |
| Kingdom Financial Group LLC. | -- | Mar 31, 26 | -92 | -- |
| Compass Financial Services Inc | -- | Mar 31, 26 | -724 | -- |
| Carrera Capital Advisors | -- | Mar 31, 26 | -7.87K | -- |
| PENOBSCOT WEALTH MANAGEMENT | -- | Mar 31, 26 | -27.51K | -- |
| Jacksonville Wealth Management, LLC | -- | Mar 31, 26 | -5.48K | -- |
| Insight Advisors, LLC/ PA | -- | Mar 31, 26 | -5.93K | -- |
| Avalon Trust Co | -- | Mar 31, 26 | -1.45K | -- |
| Perissos Private Wealth Management, LLC | -- | Mar 31, 26 | -5.15K | -- |
| Atomi Financial Group, Inc. | -- | Mar 31, 26 | -6.66K | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Mar 31, 26 | -13.50K | -- |
| Bleakley Financial Group, LLC | -- | Mar 31, 26 | -41.65K | -- |
| Dunhill Financial, LLC | -- | Mar 31, 26 | -300 | -- |
| 1 NORTH WEALTH SERVICES LLC | -- | Mar 31, 26 | -104 | -- |
| Worth Financial Advisory Group, LLC | -- | Mar 31, 26 | -4.86K | -- |
| LRI Investments, LLC | -- | Mar 31, 26 | -40 | -- |
| Brinker Capital Investments, LLC | -- | Mar 31, 26 | -13.42K | -- |
| Root Financial Partners, LLC | -- | Mar 31, 26 | -55 | -- |
| Parallel Advisors, LLC | -- | Mar 31, 26 | -75 | -- |
| D. E. Shaw & Co., Inc. | -- | Mar 31, 26 | -15.88K | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -14.00K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -11.23K | -- |
| US BANCORP \DE\ | -- | Mar 31, 26 | -1.13K | -- |
| Global Retirement Partners, LLC | 35.56K | Dec 31, 25 | -2.99K | 0.05% |
| COMERICA BANK | 19.12K | Dec 31, 25 | -15.44K | 0.03% |
| ORG Partners LLC | 7.23K | Dec 31, 25 | -- | 0.01% |
| CIBC Private Wealth Group, LLC | 65 | Dec 31, 25 | -753 | 0.00% |
| SageView Advisory Group, LLC | 51 | Dec 31, 25 | +51 | 0.00% |
| Financial Advocates Investment Management | 17.70K | Sep 30, 25 | -27.86K | 0.03% |
| SYNOVUS FINANCIAL CORP | 14.59K | Sep 30, 25 | -810 | 0.02% |
| Apexium Financial, LP | 11.19K | Sep 30, 25 | -1.69K | 0.02% |
| BRASS TAX WEALTH MANAGEMENT, INC | 5.18K | Sep 30, 25 | -150 | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 1.70K | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 21 | Sep 30, 25 | +21 | 0.00% |
| EWG Elevate Inc. | -- | Sep 30, 25 | -34.65K | -- |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -7.64K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 732.11K | Jun 30, 25 | -157.38K | 1.09% |
| Atria Wealth Solutions, Inc. | 163.34K | Jun 30, 25 | -223.18K | 0.24% |
| Prairie Sky Financial Group LLC | 48.95K | Jun 30, 25 | +1.84K | 0.07% |
| IronOak Wealth LLC. | 28.85K | Jun 30, 25 | +28.85K | 0.04% |
| HICKORY ASSET MANAGEMENT, INC. | 17.92K | Jun 30, 25 | -4.04K | 0.03% |
| Northeast Financial Consultants Inc | 13.53K | Jun 30, 25 | -11.84K | 0.02% |
| Congress Wealth Management LLC / DE / | 9.87K | Jun 30, 25 | -595 | 0.01% |
| First Horizon Advisors, Inc. | 4.64K | Jun 30, 25 | -114 | 0.01% |
| Legacy Investment Solutions, LLC | 2.82K | Jun 30, 25 | +2.82K | 0.00% |
| Financial Gravity Companies, Inc. | 510 | Jun 30, 25 | +510 | 0.00% |
| Iron Horse Wealth Management, LLC | 253 | Jun 30, 25 | -- | 0.00% |
| BLACK POINT WEALTH MANAGEMENT | -- | Jun 30, 25 | -9.85K | -- |
| Lane & Associates LLC | 63.53K | Mar 31, 25 | +4.89K | 0.09% |
| Orion Portfolio Solutions, LLC | 15.07K | Mar 31, 25 | -6.92K | 0.02% |
| CAROLINAS WEALTH CONSULTING LLC | 4.85K | Mar 31, 25 | -510 | 0.01% |
| Buffington Mohr McNeal | -- | Mar 31, 25 | -361.82K | -- |
| TAP Consulting, LLC | 37.46K | Dec 31, 24 | -2.17K | 0.06% |
| Householder Group Estate & Retirement Specialist, LLC | 20.48K | Dec 31, 24 | +6.90K | 0.03% |
| Bison Wealth, LLC | 17.48K | Dec 31, 24 | +124 | 0.03% |
| WINTRUST INVESTMENTS LLC | 8.46K | Dec 31, 24 | +12 | 0.01% |
| CRITERION CAPITAL ADVISORS, LLC | 10 | Dec 31, 24 | -- | 0.00% |
| Edge Capital Group, LLC | 8 | Dec 31, 24 | -282.61K | 0.00% |
| Atlas Financial Advisors, Inc. | -- | Dec 31, 24 | -7.05K | -- |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -54.25K | -- |
| Raymond James Financial Services Advisors, Inc. | 3.22M | Sep 30, 24 | +12.20K | 4.79% |
| RAYMOND JAMES & ASSOCIATES | 2.87M | Sep 30, 24 | +174.90K | 4.27% |
| Financial Planning & Information Services, Inc. | 257.89K | Sep 30, 24 | +28.64K | 0.38% |
| CEDRUS LLC | 90.68K | Sep 30, 24 | +6.55K | 0.13% |
| RAYMOND JAMES TRUST N.A. | 52.80K | Sep 30, 24 | +2.69K | 0.08% |
| Bridge Advisory, LLC | 30.80K | Sep 30, 24 | +2.11K | 0.05% |
| Zega Financial, LLC | 21.25K | Sep 30, 24 | -8.34K | 0.03% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 17.40K | Sep 30, 24 | +556 | 0.03% |
| FinTrust Capital Advisors, LLC | 8.88K | Sep 30, 24 | -1.70K | 0.01% |
| Aspire Wealth Management Corp | 3.50K | Sep 30, 24 | -2.89K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.59M | Jun 30, 24 | -66.83K | 2.36% |
| JANICZEK WEALTH MANAGEMENT, LLC | 321.79K | Jun 30, 24 | +321.79K | 0.48% |
| Relative Value Partners Group, LLC | 16.91K | Jun 30, 24 | +16.91K | 0.03% |
| Private Ocean, LLC | 91 | Jun 30, 24 | +91 | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -6.87K | -- |
| Cetera Advisor Networks LLC | 995.97K | Mar 31, 24 | +231.40K | 1.48% |
| Cetera Advisors LLC | 394.96K | Mar 31, 24 | +244.85K | 0.59% |
| Reitz Capital Advisors LLC | 28.53K | Mar 31, 24 | +28.53K | 0.04% |
| Eudaimonia Partners, LLC | 24.63K | Mar 31, 24 | +2.75K | 0.04% |
| CAMBRIDGE TRUST CO | 1.89K | Mar 31, 24 | +1.89K | 0.00% |
| Cutler Group LLC / CA | 1.70K | Mar 31, 24 | +1.70K | 0.00% |
| Coulter & Justus Financial Services, LLC | -- | Mar 31, 24 | -267.71K | -- |
| Paragon Wealth Strategies, LLC | 661.24K | Dec 31, 23 | -7.60K | 0.98% |
| Simplicity Solutions, LLC | 33.65K | Dec 31, 23 | +33.65K | 0.05% |
| FOCUS FINANCIAL NETWORK INC /ADV | 19.41K | Dec 31, 23 | +19.41K | 0.03% |
| DB Wealth Management Group, LLC | 6.17K | Dec 31, 23 | +6.17K | 0.01% |
| Bartlett & Co. LLC | 365 | Dec 31, 23 | +365 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 368.16K | Sep 30, 23 | +90.89K | 0.55% |
| BEDEL FINANCIAL CONSULTING INC | 42.68K | Sep 30, 23 | +42.68K | 0.06% |
| PATHSTONE FAMILY OFFICE, LLC | 8.47K | Sep 30, 23 | +8.47K | 0.01% |
| Financial Architects, Inc | 20.32K | Jun 30, 23 | +1.25K | 0.03% |
| Vigilant Capital Management, LLC | 1.88K | Jun 30, 23 | +1.88K | 0.00% |
| First Capital Advisors Group, LLC. | 127 | Jun 30, 23 | +127 | 0.00% |
| Bickling Financial Services, Inc. | 26.50K | Dec 31, 22 | +1.89K | 0.04% |
| ACG Wealth | 111.60K | Sep 30, 22 | +8.68K | 0.17% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 89.50K | Sep 30, 22 | -11.41K | 0.13% |
| American Portfolios Advisors | 24.03K | Sep 30, 22 | +24.03K | 0.04% |
| Strategic Asset Management, LLC | 1.80K | Sep 30, 22 | -112 | 0.00% |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -5.30K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -- | -- |
| Cardan Capital Partners, LLC | 361.89K | Sep 30, 21 | -138.83K | 0.54% |
| LEVEL FOUR FINANCIAL, LLC | 8.26K | Sep 30, 21 | +1.03K | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5.01K | Sep 30, 21 | -7.25K | 0.01% |
| Advisor Group, Inc. | 34.45K | Dec 31, 19 | +450 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.70K | Dec 31, 19 | -900 | 0.01% |