CALF(CALF)
CALF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10.46M | Jun 30, 26 | -547.17K | 16.32% |
| MORGAN STANLEY | 3.83M | Jun 30, 26 | -335.67K | 5.97% |
| LPL Financial LLC | 3.17M | Jun 30, 26 | +27.29K | 4.94% |
| Cetera Investment Advisers | 1.69M | Jun 30, 26 | -149.98K | 2.63% |
| RAYMOND JAMES FINANCIAL INC | 1.46M | Jun 30, 26 | -172.61K | 2.28% |
| WELLS FARGO & COMPANY/MN | 1.39M | Jun 30, 26 | -198.13K | 2.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.13M | Jun 30, 26 | -179.06K | 1.76% |
| UBS Group AG | 1.04M | Jun 30, 26 | -104.30K | 1.62% |
| ENVESTNET ASSET MANAGEMENT INC | 877.84K | Jun 30, 26 | -133.94K | 1.37% |
| JONES FINANCIAL COMPANIES LLLP | 874.27K | Jun 30, 26 | +41.67K | 1.36% |
| ROYAL BANK OF CANADA | 765.37K | Jun 30, 26 | -64.21K | 1.19% |
| ADVISOR GROUP HOLDINGS, INC. | 761.64K | Jun 30, 26 | +87.58K | 1.19% |
| BlueStem Wealth Partners, LLC | 672.95K | Jun 30, 26 | +46.81K | 1.05% |
| Rockefeller Capital Management L.P. | 653.60K | Jun 30, 26 | -15.28K | 1.02% |
| Cambridge Investment Research Advisors, Inc. | 575.18K | Jun 30, 26 | -38.03K | 0.90% |
| TWO SIGMA INVESTMENTS, LP | 534.80K | Jun 30, 26 | +410.30K | 0.83% |
| COMMONWEALTH EQUITY SERVICES, LLC | 499.21K | Jun 30, 26 | -62.15K | 0.78% |
| Baird Financial Group, Inc. | 479.84K | Jun 30, 26 | +5.10K | 0.75% |
| Compass Advisory Group LLC | 416.69K | Jun 30, 26 | +4.35K | 0.65% |
| D.A. DAVIDSON & CO. | 399.88K | Jun 30, 26 | -20.29K | 0.62% |
| MML INVESTORS SERVICES, LLC | 398.57K | Jun 30, 26 | +48.67K | 0.62% |
| Pacer Advisors, Inc. | 382.40K | Jun 30, 26 | -440 | 0.60% |
| AMERIPRISE FINANCIAL INC | 374.89K | Jun 30, 26 | +678 | 0.59% |
| STIFEL FINANCIAL CORP | 370.69K | Jun 30, 26 | -20.98K | 0.58% |
| GOLDMAN SACHS GROUP INC | 320.16K | Jun 30, 26 | +153.41K | 0.50% |
| Kestra Advisory Services, LLC | 306.19K | Jun 30, 26 | -19.55K | 0.48% |
| Steward Partners Investment Advisory, LLC | 302.91K | Jun 30, 26 | +15.53K | 0.47% |
| HighTower Advisors, LLC | 263.40K | Jun 30, 26 | +15.19K | 0.41% |
| Cornerstone Wealth Management, LLC | 259.60K | Jun 30, 26 | +14.46K | 0.41% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 255.06K | Jun 30, 26 | +9.36K | 0.40% |
| HHM Wealth Advisors, LLC | 250.10K | Jun 30, 26 | -130.10K | 0.39% |
| Procyon Advisors, LLC | 225.09K | Jun 30, 26 | -7.70K | 0.35% |
| Fearless Solutions, LLC dba Best Invest | 224.38K | Jun 30, 26 | -2.96K | 0.35% |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 208.09K | Jun 30, 26 | +208.09K | 0.32% |
| HOWARD FINANCIAL SERVICES, LTD. | 173.59K | Jun 30, 26 | -6.64K | 0.27% |
| Long Island Wealth Management, Inc. | 173.15K | Jun 30, 26 | -2.82K | 0.27% |
| NewEdge Advisors, LLC | 169.04K | Jun 30, 26 | +5.63K | 0.26% |
| Private Advisor Group, LLC | 163.09K | Jun 30, 26 | +59.85K | 0.25% |
| PSI Advisors, LLC | 157.37K | Jun 30, 26 | -6.75K | 0.25% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 126.66K | Jun 30, 26 | +1.17K | 0.20% |
| Janney Montgomery Scott LLC | 111.22K | Jun 30, 26 | -6.70K | 0.17% |
| Clarus Wealth Advisors | 99.16K | Jun 30, 26 | -3.67K | 0.15% |
| Family Management Corp | 99.06K | Jun 30, 26 | -2.21K | 0.15% |
| OPPENHEIMER & CO INC | 97.34K | Jun 30, 26 | -2.77K | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 95.79K | Jun 30, 26 | -38.83K | 0.15% |
| NATIONAL BANK OF CANADA /FI/ | 83.81K | Jun 30, 26 | +1.80K | 0.13% |
| Forefront Wealth Partners, LLC | 83.26K | Jun 30, 26 | +49.63K | 0.13% |
| Wealthcare Advisory Partners LLC | 81.57K | Jun 30, 26 | +2.78K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 79.95K | Jun 30, 26 | +1.10K | 0.12% |
| Equitable Holdings, Inc. | 79.85K | Jun 30, 26 | -15.19K | 0.12% |
| Pacific Wealth Strategies Group, Inc. | 78.02K | Jun 30, 26 | +57.19K | 0.12% |
| J.W. COLE ADVISORS, INC. | 72.34K | Jun 30, 26 | -2.18K | 0.11% |
| Keystone Financial Services, LLC | 72.23K | Jun 30, 26 | -11.14K | 0.11% |
| Econ Financial Services Corp | 71.97K | Jun 30, 26 | -37.45K | 0.11% |
| Inlight Wealth Management, LLC | 70.36K | Jun 30, 26 | -3.42K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.55K | Jun 30, 26 | +15.96K | 0.11% |
| Clay Northam Wealth Management, LLC | 69.36K | Jun 30, 26 | -2.46K | 0.11% |
| Atlas Wealth LLC | 69.04K | Jun 30, 26 | -1.53K | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 66.63K | Jun 30, 26 | -8.83K | 0.10% |
| Cassady Wealth & Retirement Planning, LLC | 66.53K | Jun 30, 26 | +6.56K | 0.10% |
| Summit Financial, LLC | 65.01K | Jun 30, 26 | -15.74K | 0.10% |
| VERUS CAPITAL PARTNERS, LLC | 63.39K | Jun 30, 26 | +1.24K | 0.10% |
| Sanctuary Advisors, LLC | 63.36K | Jun 30, 26 | -30.98K | 0.10% |
| Investor's Fiduciary Advisor Network, LLC | 62.45K | Jun 30, 26 | -416 | 0.10% |
| CITADEL ADVISORS LLC | 62.26K | Jun 30, 26 | -28.30K | 0.10% |
| Integrated Wealth Concepts LLC | 61.39K | Jun 30, 26 | +22.96K | 0.10% |
| EverSource Wealth Advisors, LLC | 60.33K | Jun 30, 26 | -8.11K | 0.09% |
| Anson Capital, Inc. | 60.27K | Jun 30, 26 | -1.74K | 0.09% |
| Premier Path Wealth Partners, LLC | 58.52K | Jun 30, 26 | +9.08K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 57.86K | Jun 30, 26 | +198 | 0.09% |
| Ellis Investment Partners, LLC | 57.59K | Jun 30, 26 | -765 | 0.09% |
| First PREMIER Bank | 55.44K | Jun 30, 26 | +7.48K | 0.09% |
| Stratos Wealth Partners, LTD. | 54.52K | Jun 30, 26 | -531 | 0.09% |
| SRS Capital Advisors, Inc. | 54.50K | Jun 30, 26 | +46.59K | 0.09% |
| Caprock Group, LLC | 52.81K | Jun 30, 26 | +52.81K | 0.08% |
| Prospera Financial Services Inc | 52.32K | Jun 30, 26 | +4.49K | 0.08% |
| Gotham Asset Management, LLC | 52.32K | Jun 30, 26 | +196 | 0.08% |
| BARRETT & COMPANY, INC. | 52.29K | Jun 30, 26 | +364 | 0.08% |
| Ausdal Financial Partners, Inc. | 47.90K | Jun 30, 26 | -9.07K | 0.07% |
| FIDUCIARY FINANCIAL GROUP, LLC | 46.87K | Jun 30, 26 | -377 | 0.07% |
| Visionary Wealth Advisors | 46.82K | Jun 30, 26 | +4.29K | 0.07% |
| Modern Wealth Management, LLC | 46.30K | Jun 30, 26 | +18.53K | 0.07% |
| CI Private Wealth, LLC | 46.29K | Jun 30, 26 | -241 | 0.07% |
| BCS Wealth Management | 46.05K | Jun 30, 26 | +946 | 0.07% |
| COZAD ASSET MANAGEMENT INC | 45.63K | Jun 30, 26 | -9.24K | 0.07% |
| Geneos Wealth Management Inc. | 45.41K | Jun 30, 26 | +232 | 0.07% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 45.12K | Jun 30, 26 | -106 | 0.07% |
| XTX Topco Ltd | 44.74K | Jun 30, 26 | +4.58K | 0.07% |
| BENJAMIN EDWARDS INC | 43.25K | Jun 30, 26 | +455 | 0.07% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 42.39K | Jun 30, 26 | +3.83K | 0.07% |
| BLAIR WILLIAM & CO/IL | 41.47K | Jun 30, 26 | -788 | 0.06% |
| Stratos Wealth Advisors, LLC | 41.46K | Jun 30, 26 | +781 | 0.06% |
| IHT Wealth Management, LLC | 40.94K | Jun 30, 26 | -4.97K | 0.06% |
| Endowment Wealth Management, Inc. | 39.27K | Jun 30, 26 | +4.17K | 0.06% |
| Claro Advisors LLC | 38.95K | Jun 30, 26 | -2.48K | 0.06% |
| AlphaCore Capital LLC | 38.52K | Jun 30, 26 | +38.52K | 0.06% |
| Bedel Financial Consulting, Inc. | 37.34K | Jun 30, 26 | -84 | 0.06% |
| DRIVE WEALTH MANAGEMENT, LLC | 36.63K | Jun 30, 26 | -470 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 36.08K | Jun 30, 26 | +972 | 0.06% |
| Certified Advisory Corp | 35.63K | Jun 30, 26 | -1.10K | 0.06% |
| Tower Research Capital LLC (TRC) | 35.36K | Jun 30, 26 | +18.80K | 0.06% |
| Copia Wealth Management | 35.13K | Jun 30, 26 | -2.73K | 0.05% |
| Global Retirement Partners, LLC | 34.62K | Jun 30, 26 | +34.62K | 0.05% |
| Chicago Partners Investment Group LLC | 34.49K | Jun 30, 26 | -2.17K | 0.05% |
| Y-Intercept (Hong Kong) Ltd | 34.22K | Jun 30, 26 | +34.22K | 0.05% |
| Firestone Capital Management | 32.19K | Jun 30, 26 | +28 | 0.05% |
| Valmark Advisers, Inc. | 31.04K | Jun 30, 26 | +4.05K | 0.05% |
| Commerce Advisors, LLC | 30.77K | Jun 30, 26 | -6.45K | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30.69K | Jun 30, 26 | +26.39K | 0.05% |
| Kingsview Wealth Management, LLC | 30.59K | Jun 30, 26 | -2.46K | 0.05% |
| Beacon Pointe Advisors, LLC | 30.36K | Jun 30, 26 | +12.92K | 0.05% |
| Inscription Capital, LLC | 28.13K | Jun 30, 26 | +2.02K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 27.98K | Jun 30, 26 | -430 | 0.04% |
| Lodestone Wealth Management LLC | 27.67K | Jun 30, 26 | +1.43K | 0.04% |
| Moors & Cabot, Inc. | 27.13K | Jun 30, 26 | -9.89K | 0.04% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 27.00K | Jun 30, 26 | -1.56K | 0.04% |
| Concurrent Investment Advisors, LLC | 26.43K | Jun 30, 26 | -35.74K | 0.04% |
| Western Wealth Management, LLC | 26.18K | Jun 30, 26 | -2.58K | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 25.92K | Jun 30, 26 | +310 | 0.04% |
| Cushing Capital Partners, LLC | 25.90K | Jun 30, 26 | +1.88K | 0.04% |
| Evolution Wealth Advisors, LLC | 24.82K | Jun 30, 26 | -- | 0.04% |
| PFG Advisors | 24.70K | Jun 30, 26 | -1.40K | 0.04% |
| JPMORGAN CHASE & CO | 24.23K | Jun 30, 26 | +21.44K | 0.04% |
| NATIXIS ADVISORS, L.P. | 24.20K | Jun 30, 26 | +10.36K | 0.04% |
| PRINCIPAL SECURITIES, INC. | 23.92K | Jun 30, 26 | -296 | 0.04% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 23.48K | Jun 30, 26 | -7.19K | 0.04% |
| IFP Advisors, Inc | 23.40K | Jun 30, 26 | +368 | 0.04% |
| KPP Advisory Services LLC | 22.79K | Jun 30, 26 | -4.10K | 0.04% |
| HighPoint Advisor Group LLC | 22.16K | Jun 30, 26 | -2.88K | 0.03% |
| DAVENPORT & Co LLC | 21.97K | Jun 30, 26 | -23.43K | 0.03% |
| CMC Financial Group | 21.83K | Jun 30, 26 | -1.05K | 0.03% |
| Fortune Financial Group, Inc. | 21.34K | Jun 30, 26 | +21.34K | 0.03% |
| MONEYWISE, INC. | 21.30K | Jun 30, 26 | -4.21K | 0.03% |
| LAKE STREET FINANCIAL LLC | 20.78K | Jun 30, 26 | +16 | 0.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | 19.94K | Jun 30, 26 | -856 | 0.03% |
| Perigon Wealth Management, LLC | 19.89K | Jun 30, 26 | -1.49K | 0.03% |
| Plan Group Financial, LLC | 19.86K | Jun 30, 26 | -1.38K | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18.92K | Jun 30, 26 | -1.32K | 0.03% |
| Signature Equity Partners, LLC | 18.91K | Jun 30, 26 | -7.17K | 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% |
| Goldstone Financial Group, LLC | 18.44K | Jun 30, 26 | -749 | 0.03% |
| Garden State Investment Advisory Services LLC | 18.17K | Jun 30, 26 | +315 | 0.03% |
| Sigma Planning Corp | 17.71K | Jun 30, 26 | -4.58K | 0.03% |
| Capital Analysts, LLC | 17.67K | Jun 30, 26 | -195 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 17.61K | Jun 30, 26 | -5.27K | 0.03% |
| FIFTH THIRD BANCORP | 17.58K | Jun 30, 26 | +813 | 0.03% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 17.36K | Jun 30, 26 | -32 | 0.03% |
| Z3 Capital Partners, LLC | 17.33K | Jun 30, 26 | -310 | 0.03% |
| Advisory Services Network, LLC | 17.01K | Jun 30, 26 | -3.00K | 0.03% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 16.99K | Jun 30, 26 | -539 | 0.03% |
| First Heartland Consultants, Inc. | 16.53K | Jun 30, 26 | -195 | 0.03% |
| Ashton Thomas Private Wealth, LLC | 16.36K | Jun 30, 26 | -1.01K | 0.03% |
| E&G Advisors, LP | 16.30K | Jun 30, 26 | -105 | 0.03% |
| Glen Eagle Advisors, LLC | 16.03K | Jun 30, 26 | -2.59K | 0.03% |
| BlueChip Wealth Advisors LLC | 16.01K | Jun 30, 26 | +85 | 0.02% |
| Global Assets Advisory, LLC | 15.99K | Jun 30, 26 | +15.99K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15.88K | Jun 30, 26 | +266 | 0.02% |
| WNY Asset Management, LLC | 15.70K | Jun 30, 26 | -22.87K | 0.02% |
| City Center Advisors, LLC | 15.26K | Jun 30, 26 | -307 | 0.02% |
| WBI INVESTMENTS, INC. | 15.20K | Jun 30, 26 | +1.63K | 0.02% |
| XCELSIOR ADVISOR PARTNERS LLC | 15.16K | Jun 30, 26 | +15.16K | 0.02% |
| EP Wealth Advisors, LLC | 14.71K | Jun 30, 26 | +2.24K | 0.02% |
| Carter Financial Group, INC. | 14.42K | Jun 30, 26 | -91.58K | 0.02% |
| Pinnacle Financial Partners, Inc. | 13.94K | Jun 30, 26 | -1.24K | 0.02% |
| TRUIST FINANCIAL CORP | 13.69K | Jun 30, 26 | -1.76K | 0.02% |
| Belpointe Asset Management LLC | 13.57K | Jun 30, 26 | +177 | 0.02% |
| Allworth Financial LP | 13.36K | Jun 30, 26 | -1.76K | 0.02% |
| Unified Investment Management | 13.30K | Jun 30, 26 | +1 | 0.02% |
| BigSur Wealth Management LLC | 13.10K | Jun 30, 26 | -- | 0.02% |
| Key FInancial Inc | 12.90K | Jun 30, 26 | -- | 0.02% |
| Snowden Capital Advisors LLC | 12.81K | Jun 30, 26 | -- | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 12.72K | Jun 30, 26 | -30.03K | 0.02% |
| HAZLETT, BURT & WATSON, INC. | 12.60K | Jun 30, 26 | -215 | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.22K | Jun 30, 26 | +5.36K | 0.02% |
| Sankala Group LLC | 12.07K | Jun 30, 26 | +2.52K | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11.98K | Jun 30, 26 | -913 | 0.02% |
| Spectrum Strategic Capital Management, LLC | 11.56K | Jun 30, 26 | +845 | 0.02% |
| STEPHENS INC /AR/ | 11.53K | Jun 30, 26 | +2.64K | 0.02% |
| BANK OF MONTREAL /CAN/ | 11.49K | Jun 30, 26 | -7.50K | 0.02% |
| Savvy Advisors, Inc. | 11.46K | Jun 30, 26 | -92 | 0.02% |
| Oder Investment Management, LLC | 11.40K | Jun 30, 26 | +1.24K | 0.02% |
| Clear Creek Financial Management, LLC | 11.05K | Jun 30, 26 | -321 | 0.02% |
| Merit Financial Group, LLC | 10.94K | Jun 30, 26 | +163 | 0.02% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10.76K | Jun 30, 26 | +2 | 0.02% |
| Sloy Dahl & Holst, LLC | 10.54K | Jun 30, 26 | +110 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 10.38K | Jun 30, 26 | -198 | 0.02% |
| Millstone Evans Group, LLC | 10.36K | Jun 30, 26 | -4.17K | 0.02% |
| Foundations Investment Advisors, LLC | 10.07K | Jun 30, 26 | +1.08K | 0.02% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.01K | Jun 30, 26 | -- | 0.02% |
| Paragon Private Wealth Management, LLC | 10.00K | Jun 30, 26 | -4.59K | 0.02% |
| Glass Jacobson Investment Advisors llc | 9.74K | Jun 30, 26 | -3.65K | 0.02% |
| Capital Advisors, Ltd. LLC | 9.55K | Jun 30, 26 | +100 | 0.01% |
| FMR LLC | 9.54K | Jun 30, 26 | +2.98K | 0.01% |
| Maridea Wealth Management LLC | 9.47K | Jun 30, 26 | +1.98K | 0.01% |
| NewEdge Wealth, LLC | 9.40K | Jun 30, 26 | -992 | 0.01% |
| Commonwealth Financial Services, LLC | 9.40K | Jun 30, 26 | -108 | 0.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 9.39K | Jun 30, 26 | +9.39K | 0.01% |
| CALTON & ASSOCIATES, INC. | 9.25K | Jun 30, 26 | +666 | 0.01% |
| Nautilus Advisors LLC | 9.07K | Jun 30, 26 | -408 | 0.01% |
| Gladstone Institutional Advisory LLC | 9.06K | Jun 30, 26 | +552 | 0.01% |
| Trilogy Capital Inc. | 8.95K | Jun 30, 26 | -147 | 0.01% |
| Carnegie Lake Advisors LLC | 8.87K | Jun 30, 26 | -- | 0.01% |
| Tripletail Wealth Management, LLC | 8.87K | Jun 30, 26 | -580 | 0.01% |
| IF Advisors, LLC | 8.85K | Jun 30, 26 | -- | 0.01% |
| National Wealth Management Group, LLC | 8.76K | Jun 30, 26 | -473 | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 8.74K | Jun 30, 26 | -389 | 0.01% |
| PARK AVENUE SECURITIES LLC | 8.65K | Jun 30, 26 | -1.23K | 0.01% |
| MGO ONE SEVEN LLC | 8.64K | Jun 30, 26 | -1.09K | 0.01% |
| Winning Points Advisors, LLC | 8.51K | Jun 30, 26 | -- | 0.01% |
| SIMON QUICK ADVISORS, LLC | 8.37K | Jun 30, 26 | +8 | 0.01% |
| LaSalle St. Investment Advisors, LLC | 8.24K | Jun 30, 26 | +3 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 7.92K | Jun 30, 26 | +2 | 0.01% |
| Creative Planning | 7.88K | Jun 30, 26 | -120 | 0.01% |
| CHANNEL WEALTH LLC | 7.84K | Jun 30, 26 | -1.20K | 0.01% |
| Ballast Rock Private Wealth LLC | 7.79K | Jun 30, 26 | -- | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.73K | Jun 30, 26 | +5 | 0.01% |
| Farther Finance Advisors, LLC | 7.71K | Jun 30, 26 | +911 | 0.01% |
| Brookstone Capital Management | 7.70K | Jun 30, 26 | +861 | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.70K | Jun 30, 26 | -42 | 0.01% |
| Next Level Wealth Planning, LLC | 7.55K | Jun 30, 26 | +410 | 0.01% |
| Total Clarity Wealth Management, Inc. | 7.49K | Jun 30, 26 | -2.50K | 0.01% |
| PRIVATE TRUST CO NA | 7.46K | Jun 30, 26 | -- | 0.01% |
| MAI Capital Management | 7.45K | Jun 30, 26 | -8.60K | 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% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7.25K | Jun 30, 26 | -- | 0.01% |
| AMERIFLEX GROUP, INC. | 7.24K | Jun 30, 26 | +2.08K | 0.01% |
| Bravias Capital Group, LLC | 7.23K | Jun 30, 26 | +1 | 0.01% |
| Intrua Financial, LLC | 7.22K | Jun 30, 26 | -- | 0.01% |
| Runnymede Capital Advisors, Inc. | 7.18K | Jun 30, 26 | -475 | 0.01% |
| Pensionmark Financial Group, LLC | 7.12K | Jun 30, 26 | -- | 0.01% |
| Avantax Planning Partners, Inc. | 7.10K | Jun 30, 26 | -508 | 0.01% |
| Opal Wealth Advisors, LLC | 6.99K | Jun 30, 26 | -69 | 0.01% |
| Worth Financial Advisory Group, LLC | 6.92K | Jun 30, 26 | +6.92K | 0.01% |
| Trexquant Investment LP | 6.91K | Jun 30, 26 | -844 | 0.01% |
| Legacy Wealth Managment, LLC/ID | 6.83K | Jun 30, 26 | +4.03K | 0.01% |
| ETF Store, Inc. | 6.82K | Jun 30, 26 | -41.44K | 0.01% |
| Resources Investment Advisors, LLC. | 6.80K | Jun 30, 26 | +6.80K | 0.01% |
| Ameritas Advisory Services, LLC | 6.79K | Jun 30, 26 | +6.79K | 0.01% |
| Avondale Wealth Management | 6.78K | Jun 30, 26 | -- | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 6.72K | Jun 30, 26 | +6.72K | 0.01% |
| Coquina Private Wealth LLC | 6.69K | Jun 30, 26 | -73 | 0.01% |
| WEST MICHIGAN ADVISORS, LLC | 6.55K | Jun 30, 26 | +44 | 0.01% |
| Tradition Wealth Management, LLC | 6.50K | Jun 30, 26 | -1.08K | 0.01% |
| Arkadios Wealth Advisors | 6.44K | Jun 30, 26 | -995 | 0.01% |
| Platform Technology Partners | 6.40K | Jun 30, 26 | -- | 0.01% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6.39K | Jun 30, 26 | -36 | 0.01% |
| OFC FINANCIAL PLANNING, LLC | 6.31K | Jun 30, 26 | -- | 0.01% |
| Mutual Advisors, LLC | 6.22K | Jun 30, 26 | +1.09K | 0.01% |
| VisionPoint Advisory Group, LLC | 6.20K | Jun 30, 26 | -931 | 0.01% |
| Heritage Wealth Management, Inc. | 6.15K | Jun 30, 26 | +41 | 0.01% |
| QUANTUM FINANCIAL PARTNERS LLC | 6.09K | Jun 30, 26 | +6.09K | 0.01% |
| First American Bank | 6.00K | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 5.91K | Jun 30, 26 | +346 | 0.01% |
| FINANCIAL MANAGEMENT NETWORK INC | 5.84K | Jun 30, 26 | -1.12K | 0.01% |
| Diligent Investors, LLC | 5.82K | Jun 30, 26 | -- | 0.01% |
| MONECO Advisors, LLC | 5.78K | Jun 30, 26 | -1.38K | 0.01% |
| CITIGROUP INC | 5.78K | Jun 30, 26 | +745 | 0.01% |
| Comprehensive Financial Consultants Institutional, Inc. | 5.72K | Jun 30, 26 | -353 | 0.01% |
| Vise Technologies, Inc. | 5.69K | Jun 30, 26 | +5.69K | 0.01% |
| LEIGH BALDWIN & CO., LLC | 5.63K | Jun 30, 26 | -55 | 0.01% |
| Colony Group, LLC | 5.61K | Jun 30, 26 | -1.65K | 0.01% |
| CEERA INVESTMENTS, LLC | 5.58K | Jun 30, 26 | -- | 0.01% |
| Gateway Wealth Partners, LLC | 5.55K | Jun 30, 26 | -3.39K | 0.01% |
| SAXON INTERESTS, INC. | 5.52K | Jun 30, 26 | -- | 0.01% |
| Weaver Consulting Group | 5.49K | Jun 30, 26 | -- | 0.01% |
| Pine Valley Investments Ltd Liability Co | 5.47K | Jun 30, 26 | +457 | 0.01% |
| Gaddis Premier Wealth Advisors LLC | 5.43K | Jun 30, 26 | -1.52K | 0.01% |
| BlackDiamond Wealth Management Inc. | 5.35K | Jun 30, 26 | -422 | 0.01% |
| Ethos Financial Group, LLC | 5.32K | Jun 30, 26 | -- | 0.01% |
| S.A. Mason LLC | 5.30K | Jun 30, 26 | +10 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 5.25K | Jun 30, 26 | -5.25K | 0.01% |
| AE Wealth Management LLC | 5.20K | Jun 30, 26 | +3.48K | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.19K | Jun 30, 26 | -392 | 0.01% |
| Keating Financial Advisory Services, Inc. | 5.16K | Jun 30, 26 | -743 | 0.01% |
| BLUEDOOR PRIVATE WEALTH, LLC | 5.14K | Jun 30, 26 | -- | 0.01% |
| Mascagni Wealth Management, Inc. | 5.11K | Jun 30, 26 | -513 | 0.01% |
| NBT BANK N A /NY | 5.11K | Jun 30, 26 | -- | 0.01% |
| CASTLE WEALTH MANAGEMENT LLC | 5.01K | Jun 30, 26 | -- | 0.01% |
| Perennial Investment Advisors, LLC | 4.99K | Jun 30, 26 | +520 | 0.01% |
| HBW Advisory Services LLC | 4.89K | Jun 30, 26 | +69 | 0.01% |
| Connecticut Capital Management Group, LLC | 4.89K | Jun 30, 26 | -95 | 0.01% |
| Financial Partners Group, Inc | 4.88K | Jun 30, 26 | -2.68K | 0.01% |
| BKM Wealth Management, LLC | 4.87K | Jun 30, 26 | -600 | 0.01% |
| Invenomic Capital Management LP | 4.82K | Jun 30, 26 | -- | 0.01% |
| Crestwood Advisors Group LLC | 4.79K | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 4.75K | Jun 30, 26 | +4.75K | 0.01% |
| Buck Wealth Strategies, LLC | 4.75K | Jun 30, 26 | +4.75K | 0.01% |
| GWN SECURITIES INC. | 4.67K | Jun 30, 26 | -31 | 0.01% |
| Avidian Wealth Solutions, LLC | 4.66K | Jun 30, 26 | -- | 0.01% |
| Cyndeo Wealth Partners, LLC | 4.65K | Jun 30, 26 | +4.65K | 0.01% |
| SMITH, MOORE & CO. | 4.61K | Jun 30, 26 | -1.05K | 0.01% |
| Vann Equity Management LLC | 4.45K | Jun 30, 26 | +4.45K | 0.01% |
| Intrepid Financial Planning Group LLC | 4.42K | Jun 30, 26 | -215 | 0.01% |
| Whitaker-Myers Wealth Managers, LTD. | 4.40K | Jun 30, 26 | -4.25K | 0.01% |
| Tempo Wealth, LLC | 4.31K | Jun 30, 26 | -2.71K | 0.01% |
| High Net Worth Advisory Group LLC | 4.30K | Jun 30, 26 | +4.30K | 0.01% |
| Abel Hall, LLC | 4.29K | Jun 30, 26 | +4.29K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 4.26K | Jun 30, 26 | +4.26K | 0.01% |
| PFG Investments, LLC | 4.23K | Jun 30, 26 | -788 | 0.01% |
| WEDBUSH SECURITIES INC | 4.21K | Jun 30, 26 | +4.21K | 0.01% |
| WETZEL INVESTMENT ADVISORS, INC. | 4.18K | Jun 30, 26 | -2.27K | 0.01% |
| Advisory Alpha, LLC | 4.16K | Jun 30, 26 | +4.16K | 0.01% |
| Bright Futures Wealth Management, LLC. | 4.11K | Jun 30, 26 | -1.63K | 0.01% |
| Keystone Financial Group | 4.07K | Jun 30, 26 | -858 | 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% |
| Diversify Advisory Services, LLC | 3.78K | Jun 30, 26 | +3.78K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3.78K | Jun 30, 26 | +3.78K | 0.01% |
| Russell Investments Group, Ltd. | 3.75K | Jun 30, 26 | -569 | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 3.65K | Jun 30, 26 | +1.08K | 0.01% |
| ADIRONDACK TRUST CO | 3.19K | Jun 30, 26 | -542 | 0.00% |
| Monetary Solutions, Ltd | 2.73K | Jun 30, 26 | -209 | 0.00% |
| Tradewinds Capital Management, LLC | 2.60K | Jun 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 2.52K | Jun 30, 26 | +2.52K | 0.00% |
| Asset Dedication, LLC | 2.08K | Jun 30, 26 | +2 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 1.99K | Jun 30, 26 | -24 | 0.00% |
| Coppell Advisory Solutions LLC | 1.56K | Jun 30, 26 | +1.56K | 0.00% |
| NBC SECURITIES, INC. | 1.50K | Jun 30, 26 | +1 | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 1.43K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.42K | Jun 30, 26 | +23 | 0.00% |
| Provenance Wealth Advisors, LLC | 1.31K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| Hilton Head Capital Partners, LLC | 1.10K | Jun 30, 26 | -- | 0.00% |
| Robbins Farley | 1.06K | Jun 30, 26 | +1.06K | 0.00% |
| Colonial Trust Co / SC | 1.00K | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 1.00K | Jun 30, 26 | -5.06K | 0.00% |
| Nova Wealth Management, Inc. | 960 | Jun 30, 26 | -151 | 0.00% |
| Pinnacle Holdings, LLC | 898 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 895 | Jun 30, 26 | +1 | 0.00% |
| Golden State Wealth Management, LLC | 856 | Jun 30, 26 | -21 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 827 | Jun 30, 26 | -11 | 0.00% |
| Capital Investment Advisory Services, LLC | 772 | Jun 30, 26 | -2.01K | 0.00% |
| Coastline Trust Co | 725 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 713 | Jun 30, 26 | -1.70K | 0.00% |
| Financial Network Wealth Advisors LLC | 700 | Jun 30, 26 | -145 | 0.00% |
| MATHER GROUP, LLC. | 668 | Jun 30, 26 | -681 | 0.00% |
| CENTRAL TRUST Co | 650 | Jun 30, 26 | -63 | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 648 | Jun 30, 26 | +648 | 0.00% |
| EPG Wealth Management LLC | 607 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 585 | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 510 | Jun 30, 26 | +510 | 0.00% |
| Key Capital Management, INC | 495 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 465 | Jun 30, 26 | -- | 0.00% |
| NBH Bank | 460 | Jun 30, 26 | +460 | 0.00% |
| VANGUARD ADVISERS INC | 441 | Jun 30, 26 | +422 | 0.00% |
| IMG Wealth Management, Inc. | 424 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 405 | Jun 30, 26 | +5 | 0.00% |
| Pinnacle Bancorp, Inc. | 372 | Jun 30, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 328 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 302 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 294 | Jun 30, 26 | -24 | 0.00% |
| Regatta Research & Money Management | 275 | Jun 30, 26 | +275 | 0.00% |
| Park Place Capital Corp | 263 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 249 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 225 | Jun 30, 26 | +225 | 0.00% |
| Robinswood Financial LLC | 224 | Jun 30, 26 | +224 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 210 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 187 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 169 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 153 | Jun 30, 26 | +150 | 0.00% |
| Nemes Rush Group LLC | 144 | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 142 | Jun 30, 26 | +142 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 124 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 120 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 115 | Jun 30, 26 | -3 | 0.00% |
| Smartleaf Asset Management LLC | 106 | Jun 30, 26 | -- | 0.00% |
| TD Capital Management LLC | 102 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 101 | Jun 30, 26 | +101 | 0.00% |
| Coastal Investment Advisors, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 95 | Jun 30, 26 | -- | 0.00% |
| Valued Wealth Advisors LLC | 92 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 80 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 75 | Jun 30, 26 | +63 | 0.00% |
| Aptus Capital Advisors, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 62 | Jun 30, 26 | +62 | 0.00% |
| Caitlin John, LLC | 53 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 51 | Jun 30, 26 | +51 | 0.00% |
| MONTAG A & ASSOCIATES INC | 50 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 50 | Jun 30, 26 | +50 | 0.00% |
| Winch Advisory Services, LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 27 | Jun 30, 26 | +27 | 0.00% |
| Trust Co | 26 | Jun 30, 26 | +20 | 0.00% |
| Go Invest LLC | 25 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 10 | Jun 30, 26 | +10 | 0.00% |
| DUNCKER STREETT & CO INC | 6 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 1 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | -- | Jun 30, 26 | -6 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -16.52K | -- |
| HB Wealth Management, LLC | -- | Jun 30, 26 | -13.20K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -161.10K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -12 | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -196 | -- |
| Sachetta, LLC | -- | Jun 30, 26 | -124 | -- |
| BROWN ADVISORY INC | -- | Jun 30, 26 | -13.39K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -20.19K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -7.63K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -285 | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -2.26K | -- |
| Oxler Private Wealth LLC | -- | Jun 30, 26 | -4.68K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -5 | -- |
| Round Rock Advisors, LLC | -- | Jun 30, 26 | -5.74K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -912 | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -31 | -- |
| Hilltop Holdings Inc. | -- | Jun 30, 26 | -4.61K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -96.27K | -- |
| Princeton Global Asset Management LLC | -- | Jun 30, 26 | -1.28K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -101 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -939 | -- |
| IVC Wealth Advisors LLC | -- | Jun 30, 26 | -5.19K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -267 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -109.90K | -- |
| Strive Financial Group ,LLC | -- | Jun 30, 26 | -52 | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -46 | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -5.19K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -400 | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -206 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -63.90K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -1.48K | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -95 | -- |
| U.S. Capital Wealth Advisors, LLC | 58.11K | Mar 31, 26 | +9.33K | 0.09% |
| Smart Portfolios, LLC | 37.67K | Mar 31, 26 | +789 | 0.06% |
| MILLINGTON SECURITIES, INC. | 13.57K | Mar 31, 26 | +13.57K | 0.02% |
| MOSELEY INVESTMENT MANAGEMENT INC | 10.10K | Mar 31, 26 | -489 | 0.02% |
| CWM, LLC | 6.18K | Mar 31, 26 | -259 | 0.01% |
| Anchor Investment Management, LLC | 2.18K | Mar 31, 26 | -- | 0.00% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1.80K | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 1.64K | Mar 31, 26 | +3 | 0.00% |
| Financial Gravity Asset Management, Inc. | 510 | Mar 31, 26 | -- | 0.00% |
| Bank of Jackson Hole Trust | 460 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 36 | Mar 31, 26 | +36 | 0.00% |
| 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% |
| 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% |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -7.64K | -- |
| EWG Elevate Inc. | -- | Sep 30, 25 | -34.65K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 732.11K | Jun 30, 25 | -157.38K | 1.14% |
| Atria Wealth Solutions, Inc. | 163.34K | Jun 30, 25 | -223.18K | 0.25% |
| Prairie Sky Financial Group LLC | 48.95K | Jun 30, 25 | +1.84K | 0.08% |
| IronOak Wealth LLC. | 28.85K | Jun 30, 25 | +28.85K | 0.05% |
| 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 | 0.02% |
| 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% |
| 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 | 0.10% |
| 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 | 5.03% |
| RAYMOND JAMES & ASSOCIATES | 2.87M | Sep 30, 24 | +174.90K | 4.48% |
| Financial Planning & Information Services, Inc. | 257.89K | Sep 30, 24 | +28.64K | 0.40% |
| CEDRUS LLC | 90.68K | Sep 30, 24 | +6.55K | 0.14% |
| 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 | 2.48% |
| JANICZEK WEALTH MANAGEMENT, LLC | 321.79K | Jun 30, 24 | +321.79K | 0.50% |
| 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 | 1.55% |
| Cetera Advisors LLC | 394.96K | Mar 31, 24 | +244.85K | 0.62% |
| 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 | 1.03% |
| 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 | 0.57% |
| BEDEL FINANCIAL CONSULTING INC | 42.68K | Sep 30, 23 | +42.68K | 0.07% |
| 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 | 0.14% |
| 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 | 0.56% |
| 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% |