CGBL(CGBL)
CGBL
$37.45—Stale · unknown old
NYSE • Last print unknown ago
$37.45—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 18.72M | Jun 30, 26 | +3.81M | 9.51% |
| Advance Capital Management, Inc. | 12.04M | Jun 30, 26 | +67.41K | 6.12% |
| WELLS FARGO & COMPANY/MN | 10.14M | Jun 30, 26 | +2.51M | 5.15% |
| ENVESTNET ASSET MANAGEMENT INC | 9.65M | Jun 30, 26 | +1.41M | 4.90% |
| MORGAN STANLEY | 6.15M | Jun 30, 26 | +721.62K | 3.13% |
| RAYMOND JAMES FINANCIAL INC | 5.67M | Jun 30, 26 | +1.95M | 2.88% |
| Cetera Investment Advisers | 4.82M | Jun 30, 26 | +770.60K | 2.45% |
| Forge Financial Services LLC | 3.84M | Jun 30, 26 | +77.59K | 1.95% |
| ADVISOR GROUP HOLDINGS, INC. | 3.59M | Jun 30, 26 | +779.20K | 1.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.48M | Jun 30, 26 | +241.50K | 1.77% |
| Cambridge Investment Research Advisors, Inc. | 2.59M | Jun 30, 26 | +298.83K | 1.32% |
| ROYAL BANK OF CANADA | 2.52M | Jun 30, 26 | +183.80K | 1.28% |
| JONES FINANCIAL COMPANIES LLLP | 2.38M | Jun 30, 26 | +443.91K | 1.21% |
| Kestra Advisory Services, LLC | 1.76M | Jun 30, 26 | +185.04K | 0.89% |
| Aprio Wealth Management, LLC | 1.69M | Jun 30, 26 | -219.40K | 0.86% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.60M | Jun 30, 26 | +246.45K | 0.81% |
| Janney Montgomery Scott LLC | 1.59M | Jun 30, 26 | +251.84K | 0.81% |
| STIFEL FINANCIAL CORP | 1.56M | Jun 30, 26 | +295.41K | 0.79% |
| MML INVESTORS SERVICES, LLC | 1.35M | Jun 30, 26 | +297.76K | 0.68% |
| J. Derek Lewis & Associates Inc. | 1.34M | Jun 30, 26 | +100.25K | 0.68% |
| BENJAMIN EDWARDS INC | 1.31M | Jun 30, 26 | +372.89K | 0.67% |
| Compton Financial Group, LLC | 1.27M | Jun 30, 26 | +725.20K | 0.64% |
| HARBOUR INVESTMENTS, INC. | 1.02M | Jun 30, 26 | +45.21K | 0.52% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.01M | Jun 30, 26 | +149.81K | 0.51% |
| KWB Wealth | 925.89K | Jun 30, 26 | +254.97K | 0.47% |
| Private Advisor Group, LLC | 905.87K | Jun 30, 26 | +314.83K | 0.46% |
| ST GERMAIN D J CO INC | 721.76K | Jun 30, 26 | +25.36K | 0.37% |
| Concurrent Investment Advisors, LLC | 623.39K | Jun 30, 26 | +50.48K | 0.32% |
| GREAT VALLEY ADVISOR GROUP, INC. | 575.23K | Jun 30, 26 | +12.29K | 0.29% |
| Confluence Wealth Services, Inc. | 562.18K | Jun 30, 26 | +29.83K | 0.29% |
| Greenbush Financial Group, LLC | 549.40K | Jun 30, 26 | -1.84K | 0.28% |
| FLAGSHIP HARBOR ADVISORS, LLC | 548.61K | Jun 30, 26 | +31.70K | 0.28% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 540.01K | Jun 30, 26 | +58.26K | 0.27% |
| Mesirow Financial Investment Management, Inc. | 501.97K | Jun 30, 26 | +62.62K | 0.25% |
| NewEdge Advisors, LLC | 491.91K | Jun 30, 26 | +102.91K | 0.25% |
| Smartleaf Asset Management LLC | 426.69K | Jun 30, 26 | -- | 0.22% |
| ASSETMARK, INC | 426.28K | Jun 30, 26 | +115.66K | 0.22% |
| Betterment LLC | 422.61K | Jun 30, 26 | +92.45K | 0.21% |
| Quantum Financial Planning Services, Inc. | 421.91K | Jun 30, 26 | +109.11K | 0.21% |
| Capital Group Private Client Services, Inc. | 420.62K | Jun 30, 26 | +122.81K | 0.21% |
| PCG Wealth Advisors, LLC | 402.42K | Jun 30, 26 | +55.47K | 0.20% |
| BANK OF AMERICA CORP /DE/ | 395.94K | Jun 30, 26 | +113.28K | 0.20% |
| Pensionmark Financial Group, LLC | 393.19K | Jun 30, 26 | +11.33K | 0.20% |
| Apollon Wealth Management, LLC | 374.55K | Jun 30, 26 | +27.03K | 0.19% |
| Clarity Wealth Advisors, LLC | 369.65K | Jun 30, 26 | +77.31K | 0.19% |
| B. Riley Wealth Advisors, Inc. | 354.42K | Jun 30, 26 | +10.12K | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 347.71K | Jun 30, 26 | +4.09K | 0.18% |
| IFP Advisors, Inc | 347.01K | Jun 30, 26 | +18.17K | 0.18% |
| Johnson Bixby & Associates, LLC | 342.40K | Jun 30, 26 | +19.12K | 0.17% |
| D.A. DAVIDSON & CO. | 338.73K | Jun 30, 26 | -13.99K | 0.17% |
| UBS Group AG | 333.53K | Jun 30, 26 | +55.36K | 0.17% |
| High Net Worth Advisory Group LLC | 330.84K | Jun 30, 26 | +13.86K | 0.17% |
| SMITH, MOORE & CO. | 326.85K | Jun 30, 26 | +9.99K | 0.17% |
| Hartmann Taylor Wealth Management, LLC | 326.18K | Jun 30, 26 | -- | 0.17% |
| Base Wealth Management LLC | 321.99K | Jun 30, 26 | +6.73K | 0.16% |
| Equitable Holdings, Inc. | 320.89K | Jun 30, 26 | +134.96K | 0.16% |
| Stratos Wealth Partners, LTD. | 320.62K | Jun 30, 26 | +21.41K | 0.16% |
| Capital Management Associates, Inc | 320.08K | Jun 30, 26 | +20.73K | 0.16% |
| Geneos Wealth Management Inc. | 319.85K | Jun 30, 26 | +39.49K | 0.16% |
| Merit Financial Group, LLC | 318.16K | Jun 30, 26 | +27.76K | 0.16% |
| Valmark Advisers, Inc. | 314.96K | Jun 30, 26 | +158.97K | 0.16% |
| Venture Visionary Partners LLC | 304.69K | Jun 30, 26 | +66.99K | 0.15% |
| CLG LLC | 300.51K | Jun 30, 26 | +96.07K | 0.15% |
| Boyer Financial Services, Inc. | 295.20K | Jun 30, 26 | +2.26K | 0.15% |
| Hopwood Nicholas Hunter | 288.66K | Jun 30, 26 | +9.14K | 0.15% |
| CULLEN/FROST BANKERS, INC. | 282.64K | Jun 30, 26 | +22.80K | 0.14% |
| FOUNDERS FINANCIAL SECURITIES LLC | 279.07K | Jun 30, 26 | +544 | 0.14% |
| LongView Wealth Management | 276.47K | Jun 30, 26 | +12.14K | 0.14% |
| Integrated Wealth Concepts LLC | 274.11K | Jun 30, 26 | +47.58K | 0.14% |
| AdvisorNet Financial, Inc | 271.46K | Jun 30, 26 | +29.74K | 0.14% |
| QUANTUM FINANCIAL PARTNERS LLC | 261.95K | Jun 30, 26 | +261.95K | 0.13% |
| Gateway Wealth Partners, LLC | 259.08K | Jun 30, 26 | -91.31K | 0.13% |
| SEAMOUNT FINANCIAL GROUP INC | 258.11K | Jun 30, 26 | +16.79K | 0.13% |
| HighTower Advisors, LLC | 242.08K | Jun 30, 26 | +15.05K | 0.12% |
| Essex Financial Services, Inc. | 239.61K | Jun 30, 26 | +22.34K | 0.12% |
| Advisory Services Network, LLC | 226.18K | Jun 30, 26 | +35.00K | 0.11% |
| TRUIST FINANCIAL CORP | 213.50K | Jun 30, 26 | +42.28K | 0.11% |
| ENDEAVOR PRIVATE WEALTH, INC. | 212.65K | Jun 30, 26 | +8.70K | 0.11% |
| Worth Asset Management, LLC | 209.52K | Jun 30, 26 | +13.20K | 0.11% |
| Spectrum Investment Advisors, Inc. | 208.66K | Jun 30, 26 | +208.66K | 0.11% |
| Westside Investment Management, Inc. | 201.67K | Jun 30, 26 | +22.11K | 0.10% |
| Evergreen Wealth Solutions, LLC | 200.75K | Jun 30, 26 | +92.98K | 0.10% |
| Bleakley Financial Group, LLC | 189.75K | Jun 30, 26 | +24.70K | 0.10% |
| Tempus Wealth Planning, LLC | 176.33K | Jun 30, 26 | +2.33K | 0.09% |
| Clear Creek Financial Management, LLC | 173.85K | Jun 30, 26 | +10.22K | 0.09% |
| SAGESPRING WEALTH PARTNERS, LLC | 173.61K | Jun 30, 26 | +9.54K | 0.09% |
| Envestnet Portfolio Solutions, Inc. | 172.72K | Jun 30, 26 | +33.50K | 0.09% |
| Rockefeller Capital Management L.P. | 167.60K | Jun 30, 26 | +9.99K | 0.09% |
| CVFG LLC | 164.98K | Jun 30, 26 | +21.50K | 0.08% |
| Mutual Advisors, LLC | 164.71K | Jun 30, 26 | +76.34K | 0.08% |
| Sigma Planning Corp | 162.36K | Jun 30, 26 | +20.80K | 0.08% |
| Michael Brady & Co., LLC | 161.50K | Jun 30, 26 | -1.41K | 0.08% |
| Integrity Advisory Solutions, LLC | 157.59K | Jun 30, 26 | +9.79K | 0.08% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 154.09K | Jun 30, 26 | +3.00K | 0.08% |
| DAVENPORT & Co LLC | 151.83K | Jun 30, 26 | +28.93K | 0.08% |
| MGO ONE SEVEN LLC | 151.68K | Jun 30, 26 | +95.30K | 0.08% |
| Ameritas Advisory Services, LLC | 149.80K | Jun 30, 26 | +137.46K | 0.08% |
| CENTAURUS FINANCIAL, INC. | 149.52K | Jun 30, 26 | +28.52K | 0.08% |
| Steward Partners Investment Advisory, LLC | 149.39K | Jun 30, 26 | +28.39K | 0.08% |
| First Heartland Consultants, Inc. | 149.36K | Jun 30, 26 | +3.35K | 0.08% |
| Gerber Kawasaki Wealth & Investment Management | 149.19K | Jun 30, 26 | +13.53K | 0.08% |
| WealthCare Investment Partners, LLC | 145.24K | Jun 30, 26 | -929 | 0.07% |
| HighPoint Advisor Group LLC | 145.18K | Jun 30, 26 | +41.72K | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 143.38K | Jun 30, 26 | +5.29K | 0.07% |
| Kingsview Wealth Management, LLC | 143.35K | Jun 30, 26 | -27.16K | 0.07% |
| VVR Holdings LLC | 142.82K | Jun 30, 26 | +30.60K | 0.07% |
| PFG Advisors | 142.67K | Jun 30, 26 | +11.63K | 0.07% |
| JPMORGAN CHASE & CO | 142.12K | Jun 30, 26 | +39.53K | 0.07% |
| WNY Asset Management, LLC | 140.64K | Jun 30, 26 | +47.23K | 0.07% |
| AA Financial Advisors, LLC | 137.63K | Jun 30, 26 | +1.34K | 0.07% |
| CWS Financial Advisors, LLC | 137.15K | Jun 30, 26 | +16.20K | 0.07% |
| Koshinski Asset Management, Inc. | 133.22K | Jun 30, 26 | -2.91K | 0.07% |
| Challenger Wealth Management | 125.58K | Jun 30, 26 | +1.28K | 0.06% |
| Onyx Bridge Wealth Group LLC | 124.25K | Jun 30, 26 | +1.75K | 0.06% |
| Taylor Financial Group, Inc. | 121.74K | Jun 30, 26 | +5.77K | 0.06% |
| Vestmark Advisory Solutions, Inc. | 120.12K | Jun 30, 26 | +52.10K | 0.06% |
| Capital Analysts, LLC | 116.61K | Jun 30, 26 | +61.76K | 0.06% |
| Stratos Wealth Advisors, LLC | 110.41K | Jun 30, 26 | +15.29K | 0.06% |
| Cassady Wealth & Retirement Planning, LLC | 110.39K | Jun 30, 26 | +2.87K | 0.06% |
| Continuum Advisory, LLC | 109.55K | Jun 30, 26 | +15.52K | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 108.67K | Jun 30, 26 | -93.85K | 0.06% |
| Bank of New York Mellon Corp | 105.65K | Jun 30, 26 | +61.22K | 0.05% |
| StrongBox Wealth, LLC | 101.93K | Jun 30, 26 | +3.83K | 0.05% |
| Blueprint Financial Advisors LLC | 100.80K | Jun 30, 26 | +4.30K | 0.05% |
| Blueprint Investment Partners LLC | 100.80K | Jun 30, 26 | +4.30K | 0.05% |
| WCG Wealth Advisors LLC | 99.12K | Jun 30, 26 | +99.12K | 0.05% |
| Waverly Advisors, LLC | 98.23K | Jun 30, 26 | +98.23K | 0.05% |
| FIFTH THIRD BANCORP | 97.39K | Jun 30, 26 | +317 | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 97.00K | Jun 30, 26 | +97.00K | 0.05% |
| Sovran Advisors, LLC | 96.56K | Jun 30, 26 | +8.80K | 0.05% |
| AMERIPRISE FINANCIAL INC | 95.39K | Jun 30, 26 | -25.30K | 0.05% |
| DAHRING | CUSMANO LLC | 95.00K | Jun 30, 26 | +7.77K | 0.05% |
| NWF Advisory Services Inc. | 94.96K | Jun 30, 26 | +43.97K | 0.05% |
| Keystone Wealth Services, LLC | 94.85K | Jun 30, 26 | +47.02K | 0.05% |
| Clear Trail Advisors, LLC | 93.72K | Jun 30, 26 | +93.72K | 0.05% |
| RFG Advisory, LLC | 92.60K | Jun 30, 26 | +3.72K | 0.05% |
| J.W. COLE ADVISORS, INC. | 89.84K | Jun 30, 26 | +83.94K | 0.05% |
| J HAGAN CAPITAL, INC. | 89.83K | Jun 30, 26 | +6.30K | 0.05% |
| Mascagni Wealth Management, Inc. | 79.91K | Jun 30, 26 | +1.01K | 0.04% |
| PRIVATE CLIENT SERVICES, LLC | 79.67K | Jun 30, 26 | +73.58K | 0.04% |
| PKS Advisory Services, LLC | 78.54K | Jun 30, 26 | +78.54K | 0.04% |
| Burford Brothers, Inc. | 73.35K | Jun 30, 26 | +1.93K | 0.04% |
| Ausdal Financial Partners, Inc. | 69.17K | Jun 30, 26 | +15.57K | 0.04% |
| Asset Allocation Strategies LLC | 68.25K | Jun 30, 26 | +11.66K | 0.03% |
| STEPHENS INC /AR/ | 62.47K | Jun 30, 26 | +3.37K | 0.03% |
| Keystone Financial Group | 60.73K | Jun 30, 26 | +13.50K | 0.03% |
| Accel Wealth Management | 60.45K | Jun 30, 26 | +39.20K | 0.03% |
| Farther Finance Advisors, LLC | 60.09K | Jun 30, 26 | +35.24K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 59.51K | Jun 30, 26 | +18.16K | 0.03% |
| Creekside Partners | 57.72K | Jun 30, 26 | +208 | 0.03% |
| HBW Advisory Services LLC | 57.61K | Jun 30, 26 | +7.10K | 0.03% |
| Mariner, LLC | 57.40K | Jun 30, 26 | -425.31K | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57.22K | Jun 30, 26 | +17.43K | 0.03% |
| VICUS CAPITAL | 56.50K | Jun 30, 26 | +11.13K | 0.03% |
| Security Financial Services, INC. | 56.48K | Jun 30, 26 | -1.05K | 0.03% |
| WILLIAM JOHN SEMPOLINSKI | 54.73K | Jun 30, 26 | +10.50K | 0.03% |
| Merited Wealth, LLC | 52.70K | Jun 30, 26 | -102.63K | 0.03% |
| Bare Financial Services, Inc | 51.05K | Jun 30, 26 | -- | 0.03% |
| Carson Advisory Inc. | 51.01K | Jun 30, 26 | +5.36K | 0.03% |
| Lantern Wealth Advisors, LLC | 49.99K | Jun 30, 26 | +4.97K | 0.03% |
| Global Retirement Partners, LLC | 48.91K | Jun 30, 26 | +48.91K | 0.02% |
| Smith Thornton Advisors LLC | 48.80K | Jun 30, 26 | +5.81K | 0.02% |
| EverSource Wealth Advisors, LLC | 48.56K | Jun 30, 26 | -2.58K | 0.02% |
| Richmond Investment Services, LLC | 48.39K | Jun 30, 26 | +15.80K | 0.02% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 46.20K | Jun 30, 26 | +8.03K | 0.02% |
| United Advisor Group, LLC | 45.16K | Jun 30, 26 | +4.20K | 0.02% |
| Western Wealth Management, LLC | 44.35K | Jun 30, 26 | +478 | 0.02% |
| GTS SECURITIES LLC | 43.29K | Jun 30, 26 | +43.29K | 0.02% |
| TITLEIST ASSET MANAGEMENT, LLC | 41.28K | Jun 30, 26 | +509 | 0.02% |
| Sun Financial Inc | 40.73K | Jun 30, 26 | +34 | 0.02% |
| CCG WEALTH MANAGEMENT, LLC | 39.25K | Jun 30, 26 | -6.71K | 0.02% |
| R2 Capital Strategies, LLC | 38.72K | Jun 30, 26 | +38.72K | 0.02% |
| VestGen Advisors, LLC | 38.65K | Jun 30, 26 | -3.57K | 0.02% |
| Lantz Financial LLC | 37.95K | Jun 30, 26 | +12.50K | 0.02% |
| Prospera Financial Services Inc | 37.03K | Jun 30, 26 | -129.76K | 0.02% |
| LANGLEY WEALTH MANAGEMENT, LLC | 36.88K | Jun 30, 26 | +36.88K | 0.02% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 36.75K | Jun 30, 26 | -6.50K | 0.02% |
| Beacon Financial Advisory LLC | 36.46K | Jun 30, 26 | +1.09K | 0.02% |
| RIA Advisory Group LLC | 36.34K | Jun 30, 26 | +1.09K | 0.02% |
| LEIGH BALDWIN & CO., LLC | 36.31K | Jun 30, 26 | +1.06K | 0.02% |
| Capital Investment Advisory Services, LLC | 35.69K | Jun 30, 26 | +5.22K | 0.02% |
| Baird Financial Group, Inc. | 34.93K | Jun 30, 26 | +2.07K | 0.02% |
| Englebert Financial Advisers, LLC | 34.82K | Jun 30, 26 | +1.60K | 0.02% |
| Wisconsin Wealth Advisors, LLC | 34.66K | Jun 30, 26 | +1.10K | 0.02% |
| Duncan Williams Asset Management, LLC | 34.02K | Jun 30, 26 | +21.45K | 0.02% |
| Dakota Wealth Management | 33.91K | Jun 30, 26 | +3.59K | 0.02% |
| Brookwood Investment Group LLC | 33.35K | Jun 30, 26 | +185 | 0.02% |
| CERTIOR FINANCIAL GROUP, LLC | 32.84K | Jun 30, 26 | +770 | 0.02% |
| Independent Wealth Network Inc. | 32.63K | Jun 30, 26 | -1.55K | 0.02% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 32.58K | Jun 30, 26 | +7.68K | 0.02% |
| Synergy Investment Management, LLC | 31.82K | Jun 30, 26 | +1.10K | 0.02% |
| Visionary Wealth Advisors | 31.39K | Jun 30, 26 | +2.02K | 0.02% |
| Latitude Advisors, LLC | 31.17K | Jun 30, 26 | +2.94K | 0.02% |
| Nautilus Advisors LLC | 31.00K | Jun 30, 26 | -3.15K | 0.02% |
| Summit Financial, LLC | 30.05K | Jun 30, 26 | -1.05K | 0.02% |
| Northwest Financial Advisors | 29.40K | Jun 30, 26 | +2.99K | 0.01% |
| Advyzon Investment Management, LLC | 29.05K | Jun 30, 26 | +2.68K | 0.01% |
| SRS Capital Advisors, Inc. | 28.31K | Jun 30, 26 | +13.13K | 0.01% |
| Vantus Wealth LLC | 27.73K | Jun 30, 26 | +27.73K | 0.01% |
| Buckingham Strategic Partners | 27.06K | Jun 30, 26 | +3.46K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 27.05K | Jun 30, 26 | +2.59K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.61K | Jun 30, 26 | +4.84K | 0.01% |
| Diversify Advisory Services, LLC | 26.61K | Jun 30, 26 | +26.61K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 25.45K | Jun 30, 26 | +2.00K | 0.01% |
| tru Independence LLC | 25.16K | Jun 30, 26 | +935 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 24.96K | Jun 30, 26 | +9.30K | 0.01% |
| Colonial River Wealth Management, LLC | 24.88K | Jun 30, 26 | +4.59K | 0.01% |
| ADVISORTRUST PARTNERS, LLC | 24.78K | Jun 30, 26 | +7.16K | 0.01% |
| Advisor Resource Council | 24.36K | Jun 30, 26 | +6.39K | 0.01% |
| Lido Advisors, LLC | 23.24K | Jun 30, 26 | +23.24K | 0.01% |
| IHT Wealth Management, LLC | 22.75K | Jun 30, 26 | +314 | 0.01% |
| OakTrust Wealth Advisors, LLC | 22.52K | Jun 30, 26 | +8.47K | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22.41K | Jun 30, 26 | +3.36K | 0.01% |
| PRIVATE TRUST CO NA | 22.40K | Jun 30, 26 | -2.23K | 0.01% |
| Williams & Novak, LLC | 21.94K | Jun 30, 26 | -7.47K | 0.01% |
| UHLMANN PRICE SECURITIES, LLC | 21.88K | Jun 30, 26 | +980 | 0.01% |
| Strategic Blueprint, LLC | 21.74K | Jun 30, 26 | +865 | 0.01% |
| Bridgewealth Advisory Group, LLC | 21.70K | Jun 30, 26 | +7 | 0.01% |
| Harborfront Financial Group LLC | 21.41K | Jun 30, 26 | +21.41K | 0.01% |
| Summit Global Investments | 21.06K | Jun 30, 26 | +4.91K | 0.01% |
| KPP Advisory Services LLC | 20.98K | Jun 30, 26 | -- | 0.01% |
| Vise Technologies, Inc. | 20.92K | Jun 30, 26 | +20.92K | 0.01% |
| Atria Investments, Inc | 20.90K | Jun 30, 26 | +3.70K | 0.01% |
| Regal Investment Advisors LLC | 20.80K | Jun 30, 26 | -870 | 0.01% |
| Walkner Condon Financial Advisors LLC | 20.43K | Jun 30, 26 | -82 | 0.01% |
| Pines Wealth Management, LLC | 20.31K | Jun 30, 26 | -105 | 0.01% |
| Colony Group, LLC | 20.00K | Jun 30, 26 | +3.29K | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19.88K | Jun 30, 26 | +1.57K | 0.01% |
| Armstrong, Fleming & Moore, Inc | 19.19K | Jun 30, 26 | +7 | 0.01% |
| FINANCIAL MANAGEMENT NETWORK INC | 19.13K | Jun 30, 26 | +4.59K | 0.01% |
| Old North State Wealth Management, LLC | 19.05K | Jun 30, 26 | +19.05K | 0.01% |
| Advisor OS, LLC | 18.93K | Jun 30, 26 | -16.92K | 0.01% |
| Tudor Financial Inc. | 18.66K | Jun 30, 26 | +1.43K | 0.01% |
| Focus Financial Network, Inc. | 18.22K | Jun 30, 26 | +8.34K | 0.01% |
| Souders Financial Advisors | 17.93K | Jun 30, 26 | +3.29K | 0.01% |
| Stonebridge Financial Group, LLC / MO | 17.88K | Jun 30, 26 | +6.37K | 0.01% |
| McNamara Financial Services, Inc. | 17.40K | Jun 30, 26 | +2.34K | 0.01% |
| Balboa Wealth Partners | 16.74K | Jun 30, 26 | +112 | 0.01% |
| Coastal Bridge Advisors, LLC | 15.96K | Jun 30, 26 | +1.03K | 0.01% |
| OneAscent Financial Services LLC | 15.87K | Jun 30, 26 | +4.34K | 0.01% |
| Financial Perspectives, Inc | 15.49K | Jun 30, 26 | +6.12K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15.24K | Jun 30, 26 | -114.68K | 0.01% |
| Owen LaRue, LLC | 15.07K | Jun 30, 26 | -731 | 0.01% |
| 44 WEALTH MANAGEMENT LLC | 14.80K | Jun 30, 26 | +32 | 0.01% |
| RICHARDS, MERRILL & PETERSON, INC. | 14.75K | Jun 30, 26 | +600 | 0.01% |
| Mayflower Financial Advisors, LLC | 14.54K | Jun 30, 26 | +1.20K | 0.01% |
| NICOLET BANKSHARES INC | 14.38K | Jun 30, 26 | +14.38K | 0.01% |
| Belpointe Asset Management LLC | 14.37K | Jun 30, 26 | +7.81K | 0.01% |
| NATIXIS ADVISORS, L.P. | 14.22K | Jun 30, 26 | +2.27K | 0.01% |
| Lodestone Wealth Management LLC | 14.15K | Jun 30, 26 | -80 | 0.01% |
| Spinnaker Investment Group, LLC | 13.81K | Jun 30, 26 | +219 | 0.01% |
| OPPENHEIMER & CO INC | 13.63K | Jun 30, 26 | +5.52K | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 13.36K | Jun 30, 26 | +1.08K | 0.01% |
| Jacobi Capital Management LLC | 13.07K | Jun 30, 26 | +910 | 0.01% |
| Arkadios Wealth Advisors | 12.98K | Jun 30, 26 | +12.98K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 12.98K | Jun 30, 26 | -- | 0.01% |
| MSH Capital Advisors LLC | 12.91K | Jun 30, 26 | +788 | 0.01% |
| Lincoln Capital LLC | 12.68K | Jun 30, 26 | +6.81K | 0.01% |
| TCFG Investment Advisors, LLC | 12.56K | Jun 30, 26 | +1.69K | 0.01% |
| Modern Wealth Management, LLC | 12.42K | Jun 30, 26 | +9 | 0.01% |
| AMERIFLEX GROUP, INC. | 12.27K | Jun 30, 26 | -- | 0.01% |
| TD Waterhouse Canada Inc. | 12.21K | Jun 30, 26 | -- | 0.01% |
| Southland Equity Partners LLC | 12.17K | Jun 30, 26 | -133 | 0.01% |
| Transcendent Capital Group LLC | 12.06K | Jun 30, 26 | +1.22K | 0.01% |
| Medallion Wealth Advisors, LLC | 11.85K | Jun 30, 26 | +11.25K | 0.01% |
| Strategic Financial Concepts, LLC | 11.48K | Jun 30, 26 | -6.73K | 0.01% |
| TCG Advisory Services, LLC | 11.43K | Jun 30, 26 | -1.26K | 0.01% |
| Intrua Financial, LLC | 11.18K | Jun 30, 26 | +1.03K | 0.01% |
| Birchwood Financial Partners, Inc. | 11.06K | Jun 30, 26 | +292 | 0.01% |
| Spire Wealth Management | 10.98K | Jun 30, 26 | +52 | 0.01% |
| WARNER FINANCIAL, INC | 10.97K | Jun 30, 26 | +30 | 0.01% |
| SWEENEY & MICHEL, LLC | 10.71K | Jun 30, 26 | +1.06K | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 10.68K | Jun 30, 26 | -873 | 0.01% |
| Parsonex Advisory Services, Inc. | 10.68K | Jun 30, 26 | -- | 0.01% |
| Bill Few Associates, Inc. | 10.53K | Jun 30, 26 | +1.65K | 0.01% |
| Maridea Wealth Management LLC | 10.45K | Jun 30, 26 | +10.45K | 0.01% |
| Sanctuary Advisors, LLC | 10.36K | Jun 30, 26 | +802 | 0.01% |
| Prepared Retirement Institute LLC | 10.10K | Jun 30, 26 | -6.22K | 0.01% |
| Vermillion & White Wealth Management Group, LLC | 10.00K | Jun 30, 26 | +1.04K | 0.01% |
| Hilltop Holdings Inc. | 9.70K | Jun 30, 26 | -- | 0.00% |
| Professional Financial Advisors, LLC | 9.48K | Jun 30, 26 | +9.48K | 0.00% |
| Tennessee Valley Asset Management Partners | 9.48K | Jun 30, 26 | +645 | 0.00% |
| Snowden Capital Advisors LLC | 9.38K | Jun 30, 26 | +2.44K | 0.00% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 9.37K | Jun 30, 26 | +352 | 0.00% |
| Simplicity Wealth,LLC | 9.30K | Jun 30, 26 | +587 | 0.00% |
| IFG Advisory, LLC | 9.04K | Jun 30, 26 | +9.04K | 0.00% |
| Prime Capital Investment Advisors, LLC | 9.03K | Jun 30, 26 | +200 | 0.00% |
| PFG Investments, LLC | 8.84K | Jun 30, 26 | -4.98K | 0.00% |
| Sowell Financial Services LLC | 8.75K | Jun 30, 26 | +2.04K | 0.00% |
| Kovack Advisors, Inc. | 8.29K | Jun 30, 26 | -1.29K | 0.00% |
| Wealth Management Associates, Inc. | 8.26K | Jun 30, 26 | +1.80K | 0.00% |
| CALTON & ASSOCIATES, INC. | 8.18K | Jun 30, 26 | +8.18K | 0.00% |
| Capital International Investors | 8.00K | Jun 30, 26 | +8.00K | 0.00% |
| Cooper Financial Group | 8.00K | Jun 30, 26 | +8.00K | 0.00% |
| Johnson Financial Group, LLC | 7.85K | Jun 30, 26 | -- | 0.00% |
| Virtus Wealth Solutions LLC | 7.75K | Jun 30, 26 | +25 | 0.00% |
| Savvy Advisors, Inc. | 7.67K | Jun 30, 26 | +7.67K | 0.00% |
| PEAPACK GLADSTONE FINANCIAL CORP | 7.59K | Jun 30, 26 | +1.34K | 0.00% |
| HARMONY ASSET MANAGEMENT LLC | 7.53K | Jun 30, 26 | +1.20K | 0.00% |
| Retireful, LLC | 7.50K | Jun 30, 26 | +7.50K | 0.00% |
| Guardian Asset Advisors, LLC | 7.30K | Jun 30, 26 | +7.30K | 0.00% |
| Creative Planning | 7.28K | Jun 30, 26 | -326 | 0.00% |
| AI Financial Services LLC | 7.19K | Jun 30, 26 | -- | 0.00% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 7.17K | Jun 30, 26 | +7.17K | 0.00% |
| NFP Retirement, Inc. | 7.09K | Jun 30, 26 | +7.09K | 0.00% |
| Hobbs Group Advisors, LLC | 6.93K | Jun 30, 26 | -310 | 0.00% |
| Dynamic Advisor Solutions LLC | 6.84K | Jun 30, 26 | -339 | 0.00% |
| WEDBUSH SECURITIES INC | 6.80K | Jun 30, 26 | +711 | 0.00% |
| Claro Advisors LLC | 6.72K | Jun 30, 26 | -- | 0.00% |
| NWAM LLC | 6.68K | Jun 30, 26 | -- | 0.00% |
| January Capital Advisors LLC | 6.60K | Jun 30, 26 | +77 | 0.00% |
| Aspire Growth Partners LLC | 6.53K | Jun 30, 26 | +6.53K | 0.00% |
| M.E. ALLISON & CO., INC. | 6.41K | Jun 30, 26 | -125 | 0.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 6.40K | Jun 30, 26 | +6.40K | 0.00% |
| Nicholson Wealth Management Group, LLC | 6.39K | Jun 30, 26 | -- | 0.00% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.37K | Jun 30, 26 | +6.37K | 0.00% |
| Gladstone Institutional Advisory LLC | 6.32K | Jun 30, 26 | -394 | 0.00% |
| PRINCIPAL SECURITIES, INC. | 6.21K | Jun 30, 26 | +6.21K | 0.00% |
| Colonial Trust Co / SC | 6.21K | Jun 30, 26 | +6.21K | 0.00% |
| Hobart Private Capital, LLC | 6.14K | Jun 30, 26 | -562 | 0.00% |
| VERUS CAPITAL PARTNERS, LLC | 6.10K | Jun 30, 26 | -1.39K | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 5.97K | Jun 30, 26 | +22 | 0.00% |
| Old Port Advisors | 5.75K | Jun 30, 26 | +5.75K | 0.00% |
| CreativeOne Wealth, LLC | 5.71K | Jun 30, 26 | +5.71K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.64K | Jun 30, 26 | +1.63K | 0.00% |
| Perigon Wealth Management, LLC | 5.58K | Jun 30, 26 | +5.58K | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5.51K | Jun 30, 26 | +5.51K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.38K | Jun 30, 26 | +5.38K | 0.00% |
| Tumwater Wealth Management, LLC | 5.34K | Jun 30, 26 | +5.34K | 0.00% |
| Atlanta Consulting Group Advisors, LLC | 5.27K | Jun 30, 26 | +5.27K | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 3.44K | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 3.15K | Jun 30, 26 | +3.15K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.94K | Jun 30, 26 | +2.94K | 0.00% |
| Cascades Capital Asset Management, LLC | 2.89K | Jun 30, 26 | +2.89K | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2.79K | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 2.44K | Jun 30, 26 | +50 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.43K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 2.00K | Jun 30, 26 | -- | 0.00% |
| ARVEST INVESTMENTS, INC. | 1.76K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.51K | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 1.48K | Jun 30, 26 | +1.48K | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 1.45K | Jun 30, 26 | +1.45K | 0.00% |
| Allworth Financial LP | 1.35K | Jun 30, 26 | -430 | 0.00% |
| Anchor Investment Management, LLC | 1.25K | Jun 30, 26 | +5 | 0.00% |
| Rossby Financial, LCC | 928 | Jun 30, 26 | -456 | 0.00% |
| CoreCap Advisors, LLC | 919 | Jun 30, 26 | -303 | 0.00% |
| FMR LLC | 876 | Jun 30, 26 | -253 | 0.00% |
| Parkside Financial Bank & Trust | 870 | Jun 30, 26 | +870 | 0.00% |
| NBC SECURITIES, INC. | 773 | Jun 30, 26 | +490 | 0.00% |
| BOKF, NA | 605 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 604 | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 474 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 339 | Jun 30, 26 | +339 | 0.00% |
| Archer Investment Corp | 314 | Jun 30, 26 | +314 | 0.00% |
| N.E.W. Advisory Services LLC | 309 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 308 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 300 | Jun 30, 26 | +300 | 0.00% |
| Trust Co | 200 | Jun 30, 26 | +200 | 0.00% |
| FINANCIAL CONSULATE, INC | 158 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 157 | Jun 30, 26 | +157 | 0.00% |
| Dunhill Financial, LLC | 144 | Jun 30, 26 | +144 | 0.00% |
| Schuylkill Financial LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -2.52K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -328.95K | -- |
| One Day In July LLC | -- | Jun 30, 26 | -5.86K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -139 | -- |
| Alliance Wealth Advisors, LLC | -- | Jun 30, 26 | -6.27K | -- |
| SFG Wealth Management, LLC. | -- | Jun 30, 26 | -23.42K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -216.54K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -222.51K | -- |
| CWM, LLC | 2.23M | Mar 31, 26 | +61.63K | 1.13% |
| Sunbelt Securities, Inc. | 142.53K | Mar 31, 26 | +570 | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | 10.87K | Mar 31, 26 | +10.87K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 6.83K | Mar 31, 26 | +6.83K | 0.00% |
| Financial Gravity Asset Management, Inc. | 1.15K | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 66.69K | Dec 31, 25 | +6.34K | 0.03% |
| ORG Partners LLC | 65.79K | Dec 31, 25 | +18.78K | 0.03% |
| Vantage Financial Partners, LLC | 41.81K | Dec 31, 25 | +3.60K | 0.02% |
| High Falls Advisors, Inc | 10.06K | Dec 31, 25 | +429 | 0.01% |
| Prosperity Wealth Management, Inc. | 7.35K | Dec 31, 25 | +7.35K | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -72.90K | -- |
| Moloney Securities Asset Management, LLC | 29.12K | Sep 30, 25 | +602 | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -34.72K | -- |
| ACAS, LLC | 127.74K | Jun 30, 25 | +10.92K | 0.06% |
| Atria Wealth Solutions, Inc. | 60.11K | Jun 30, 25 | -87.52K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 58.70K | Jun 30, 25 | +16.17K | 0.03% |
| Tyler-Stone Wealth Management | 20.99K | Jun 30, 25 | +2.77K | 0.01% |
| Iron Horse Wealth Management, LLC | 1.00K | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -1.86K | -- |
| Orion Portfolio Solutions, LLC | 8.45K | Mar 31, 25 | -- | 0.00% |
| WR Wealth Planners, LLC | 45.09K | Dec 31, 24 | -80.00K | 0.02% |
| Householder Group Estate & Retirement Specialist, LLC | 11.90K | Dec 31, 24 | -5.83K | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 491.61K | Sep 30, 24 | +472.62K | 0.25% |
| Raymond James Financial Services Advisors, Inc. | 126.93K | Sep 30, 24 | +79.84K | 0.06% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 48.36K | Jun 30, 24 | -7.13K | 0.02% |
| ICA Group Wealth Management, LLC | 4.15K | Jun 30, 24 | +2.52K | 0.00% |
| Retirement Group, LLC | 627 | Mar 31, 24 | -- | 0.00% |
| J Arnold Wealth Management Co | 102.33K | Dec 31, 23 | +102.33K | 0.05% |