Capital Group U.S. Multi-Sector Income ETF(CGMS)

$27.17—Stale · unknown old

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Capital Group U.S. Multi-Sector Income ETF(CGMS)

NYSE • Last print unknown ago

$27.17—Stale · unknown old

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CGMS(CGMS)

CGMS

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Institutional Ownership

Top 404 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	21.68M	Jun 30, 26	+2.78M	11.31%
WELLS FARGO & COMPANY/MN	9.95M	Jun 30, 26	+2.59M	5.19%
ENVESTNET ASSET MANAGEMENT INC	9.08M	Jun 30, 26	+1.26M	4.74%
MORGAN STANLEY	7.93M	Jun 30, 26	+751.76K	4.14%
RAYMOND JAMES FINANCIAL INC	7.93M	Jun 30, 26	+928.50K	4.14%
UBS Group AG	6.24M	Jun 30, 26	+621.46K	3.26%
Cetera Investment Advisers	5.06M	Jun 30, 26	+765.56K	2.64%
Capital Advantage, Inc.	3.79M	Jun 30, 26	+1.29M	1.98%
COMMONWEALTH EQUITY SERVICES, LLC	3.33M	Jun 30, 26	-120.96K	1.74%
ADVISOR GROUP HOLDINGS, INC.	3.29M	Jun 30, 26	+597.50K	1.71%
GREAT VALLEY ADVISOR GROUP, INC.	2.85M	Jun 30, 26	+107.70K	1.48%
JONES FINANCIAL COMPANIES LLLP	2.33M	Jun 30, 26	+500.85K	1.21%
STIFEL FINANCIAL CORP	2.20M	Jun 30, 26	+291.03K	1.15%
Cambridge Investment Research Advisors, Inc.	2.03M	Jun 30, 26	+297.77K	1.06%
ROYAL BANK OF CANADA	1.85M	Jun 30, 26	+59.03K	0.96%
Schusterman Interests, LLC	1.82M	Jun 30, 26	+1.82M	0.95%
MML INVESTORS SERVICES, LLC	1.79M	Jun 30, 26	+429.67K	0.94%
Valmark Advisers, Inc.	1.77M	Jun 30, 26	+248.74K	0.93%
Beacon Pointe Advisors, LLC	1.55M	Jun 30, 26	-10.96K	0.81%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.30M	Jun 30, 26	+30.43K	0.68%
Kestra Advisory Services, LLC	1.27M	Jun 30, 26	+284.94K	0.66%
Baird Financial Group, Inc.	1.14M	Jun 30, 26	+84.47K	0.59%
BENJAMIN EDWARDS INC	960.52K	Jun 30, 26	+236.22K	0.50%
Waverly Advisors, LLC	951.08K	Jun 30, 26	+951.08K	0.50%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	940.88K	Jun 30, 26	+86.19K	0.49%
REGATTA CAPITAL GROUP, LLC	907.53K	Jun 30, 26	+70.30K	0.47%
BlueStem Wealth Partners, LLC	828.51K	Jun 30, 26	+134.55K	0.43%
TrueWealth Advisors, LLC	796.07K	Jun 30, 26	+7.27K	0.42%
Winch Advisory Services, LLC	791.20K	Jun 30, 26	+11.25K	0.41%
WILEY BROS.-AINTREE CAPITAL, LLC	784.66K	Jun 30, 26	+218.54K	0.41%
Janney Montgomery Scott LLC	775.01K	Jun 30, 26	+153.96K	0.40%
J. Derek Lewis & Associates Inc.	768.77K	Jun 30, 26	+65.08K	0.40%
Compton Financial Group, LLC	738.47K	Jun 30, 26	+461.47K	0.39%
STEPHENS INC /AR/	729.19K	Jun 30, 26	+26.09K	0.38%
Redhawk Wealth Advisors, Inc.	693.38K	Jun 30, 26	-14.40K	0.36%
EQ WEALTH ADVISORS, LLC	679.30K	Jun 30, 26	+40.91K	0.35%
Entruity Wealth, LLC	637.74K	Jun 30, 26	+242.34K	0.33%
Prospera Financial Services Inc	627.00K	Jun 30, 26	+17.68K	0.33%
NewEdge Advisors, LLC	613.16K	Jun 30, 26	+77.88K	0.32%
Per Stirling Capital Management, LLC.	599.85K	Jun 30, 26	+89.11K	0.31%
Integrated Wealth Concepts LLC	567.50K	Jun 30, 26	+171.99K	0.30%
VICUS CAPITAL	561.64K	Jun 30, 26	+64.13K	0.29%
Private Advisor Group, LLC	556.56K	Jun 30, 26	-213.89K	0.29%
KWB Wealth	527.42K	Jun 30, 26	+169.15K	0.28%
Centennial Wealth Advisory LLC	478.47K	Jun 30, 26	+24.71K	0.25%
Markowski Investments	471.32K	Jun 30, 26	+471.32K	0.25%
Smartleaf Asset Management LLC	455.54K	Jun 30, 26	--	0.24%
Souders Financial Advisors	442.30K	Jun 30, 26	+28.67K	0.23%
Rockefeller Capital Management L.P.	422.63K	Jun 30, 26	+4.83K	0.22%
Onyx Bridge Wealth Group LLC	422.55K	Jun 30, 26	-6.43K	0.22%
Bouvel Investment Partners, LLC	415.15K	Jun 30, 26	+189.15K	0.22%
Capital Group Private Client Services, Inc.	415.11K	Jun 30, 26	+815	0.22%
Sanctuary Advisors, LLC	397.37K	Jun 30, 26	+20.20K	0.21%
Clear Trail Advisors, LLC	393.66K	Jun 30, 26	+36.44K	0.21%
Turning Point Benefit Group, Inc.	391.82K	Jun 30, 26	+233.14K	0.20%
Cerity Partners LLC	382.36K	Jun 30, 26	+101.93K	0.20%
Carmel Capital Partners, LLC	369.26K	Jun 30, 26	-3.71K	0.19%
ST GERMAIN D J CO INC	368.32K	Jun 30, 26	-252	0.19%
HARBOUR INVESTMENTS, INC.	337.77K	Jun 30, 26	-6.52K	0.18%
Main Line Retirement Advisors, LLC	323.67K	Jun 30, 26	+6.70K	0.17%
Kingsview Wealth Management, LLC	323.45K	Jun 30, 26	-80.80K	0.17%
Clarity Asset Management, Inc.	316.79K	Jun 30, 26	+19.84K	0.17%
Skyline Advisors, Inc.	313.36K	Jun 30, 26	-29.95K	0.16%
Bond & Devick Financial Network, Inc.	309.59K	Jun 30, 26	+13.38K	0.16%
Concurrent Investment Advisors, LLC	307.25K	Jun 30, 26	+36.92K	0.16%
CITADEL ADVISORS LLC	297.02K	Jun 30, 26	+91.81K	0.15%
BNB Wealth Management, LLC	296.16K	Jun 30, 26	-42.56K	0.15%
Equitable Holdings, Inc.	285.55K	Jun 30, 26	+69.41K	0.15%
RPg Family Wealth Advisory, LLC	280.50K	Jun 30, 26	+2.35K	0.15%
Merit Financial Group, LLC	277.68K	Jun 30, 26	+35.32K	0.14%
Troutman Wealth Management, LLC	269.06K	Jun 30, 26	+6.95K	0.14%
Swisher Financial Concepts, Inc.	268.46K	Jun 30, 26	-9.00K	0.14%
Summit Financial, LLC	265.63K	Jun 30, 26	-78.20K	0.14%
Thayer Financial, L.L.C.	258.63K	Jun 30, 26	+9.30K	0.13%
GOLDMAN SACHS GROUP INC	256.59K	Jun 30, 26	+256.59K	0.13%
LEVEL FOUR ADVISORY SERVICES, LLC	256.50K	Jun 30, 26	+44.77K	0.13%
ROTHSCHILD INVESTMENT LLC	245.45K	Jun 30, 26	+19.10K	0.13%
CULLEN/FROST BANKERS, INC.	232.86K	Jun 30, 26	+24.91K	0.12%
RHL GROUP, LLC	231.02K	Jun 30, 26	-220.59K	0.12%
Confluence Wealth Services, Inc.	227.85K	Jun 30, 26	+5.23K	0.12%
DRIVE WEALTH MANAGEMENT, LLC	218.95K	Jun 30, 26	+24.01K	0.11%
Global Retirement Partners, LLC	215.53K	Jun 30, 26	+215.53K	0.11%
Stratos Wealth Partners, LTD.	208.91K	Jun 30, 26	+20.85K	0.11%
Betterment LLC	208.27K	Jun 30, 26	+51.93K	0.11%
Gateway Wealth Partners, LLC	206.34K	Jun 30, 26	-125.59K	0.11%
Strategic Family Wealth Counselors, L.L.C.	203.72K	Jun 30, 26	+2.21K	0.11%
NWF Advisory Services Inc.	202.48K	Jun 30, 26	+2.13K	0.11%
Vigil Wealth Management, LLC	201.04K	Jun 30, 26	-9.42K	0.10%
LCW Services, LLC	199.78K	Jun 30, 26	+10.65K	0.10%
SILVER OAK SECURITIES, INCORPORATED	190.72K	Jun 30, 26	+5.84K	0.10%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	185.37K	Jun 30, 26	+7.96K	0.10%
OakTrust Wealth Advisors, LLC	184.51K	Jun 30, 26	+8.19K	0.10%
DAVENPORT & Co LLC	174.91K	Jun 30, 26	+28.94K	0.09%
NATIXIS ADVISORS, L.P.	172.91K	Jun 30, 26	+77.44K	0.09%
MOSAIC FAMILY WEALTH PARTNERS, LLC	172.81K	Jun 30, 26	+75.89K	0.09%
Total Clarity Wealth Management, Inc.	172.62K	Jun 30, 26	+61.62K	0.09%
ASSETMARK, INC	166.47K	Jun 30, 26	+72.21K	0.09%
Mutual Advisors, LLC	163.20K	Jun 30, 26	+41.31K	0.09%
LongView Wealth Management	160.24K	Jun 30, 26	+26.80K	0.08%
LifeGoal Wealth Advisors	157.77K	Jun 30, 26	-598	0.08%
JANE STREET GROUP, LLC	156.41K	Jun 30, 26	+156.41K	0.08%
TRUIST FINANCIAL CORP	152.08K	Jun 30, 26	+35.76K	0.08%
OneAscent Financial Services LLC	151.05K	Jun 30, 26	+27.98K	0.08%
Steelhead Wealth Management LLC	147.43K	Jun 30, 26	+17.74K	0.08%
MISSION WEALTH MANAGEMENT, LP	146.05K	Jun 30, 26	+6.99K	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	145.45K	Jun 30, 26	+1.20K	0.08%
NewCorp Financial Services, Inc.	145.12K	Jun 30, 26	+5.76K	0.08%
NOVEM GROUP	145.06K	Jun 30, 26	-20.78K	0.08%
JPMORGAN CHASE & CO	144.25K	Jun 30, 26	+27.15K	0.08%
Eaton Financial Holdings Company, LLC	142.56K	Jun 30, 26	+77.80K	0.07%
Lodestone Wealth Management LLC	139.38K	Jun 30, 26	+29.80K	0.07%
D.A. DAVIDSON & CO.	136.90K	Jun 30, 26	-3.08K	0.07%
Sowell Financial Services LLC	134.01K	Jun 30, 26	-6.91K	0.07%
Dynamic Advisor Solutions LLC	129.64K	Jun 30, 26	+21.09K	0.07%
Fiduciary Alliance LLC	129.39K	Jun 30, 26	-551	0.07%
PFG Advisors	129.20K	Jun 30, 26	-14.23K	0.07%
Keystone Financial Services, LLC	128.39K	Jun 30, 26	+3.53K	0.07%
Schuylkill Financial LLC	124.39K	Jun 30, 26	+124.39K	0.06%
Midwest Financial Network, LLC	121.84K	Jun 30, 26	-28.56K	0.06%
Perennial Investment Advisors, LLC	117.75K	Jun 30, 26	-15.20K	0.06%
Hartmann Taylor Wealth Management, LLC	116.27K	Jun 30, 26	--	0.06%
COMPASS FINANCIAL MANAGEMENT LLC	115.91K	Jun 30, 26	+115.91K	0.06%
CITIGROUP INC	115.72K	Jun 30, 26	+65.82K	0.06%
Forthright Family Wealth Advisory LLC	115.56K	Jun 30, 26	+115.56K	0.06%
Synergy Investment Management, LLC	113.72K	Jun 30, 26	+6.55K	0.06%
Envestnet Portfolio Solutions, Inc.	113.71K	Jun 30, 26	+22.04K	0.06%
MGO ONE SEVEN LLC	111.89K	Jun 30, 26	+21.06K	0.06%
Mascagni Wealth Management, Inc.	109.01K	Jun 30, 26	+6.49K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	108.08K	Jun 30, 26	-38.44K	0.06%
Boyer Financial Services, Inc.	106.90K	Jun 30, 26	-24.12K	0.06%
Rubicon Advisors, GP	105.83K	Jun 30, 26	-5.80K	0.06%
CLG LLC	104.53K	Jun 30, 26	+12.57K	0.05%
Venture Visionary Partners LLC	103.32K	Jun 30, 26	+28.11K	0.05%
MAI Capital Management	102.69K	Jun 30, 26	+102.66K	0.05%
Qube Research & Technologies Ltd	101.37K	Jun 30, 26	+91.39K	0.05%
Blom & Howell Financial Planning, Inc.	99.39K	Jun 30, 26	+21.83K	0.05%
5T Wealth, LLC	99.04K	Jun 30, 26	+2.84K	0.05%
Cassady Wealth & Retirement Planning, LLC	97.91K	Jun 30, 26	+15.46K	0.05%
SEAMOUNT FINANCIAL GROUP INC	97.49K	Jun 30, 26	-7.06K	0.05%
OLD MISSION CAPITAL LLC	95.97K	Jun 30, 26	+95.97K	0.05%
BANK OF AMERICA CORP /DE/	94.22K	Jun 30, 26	+94.22K	0.05%
Transcendent Capital Group LLC	92.63K	Jun 30, 26	+1.76K	0.05%
Saiph Capital, LLC	90.71K	Jun 30, 26	+8.04K	0.05%
Jacobi Capital Management LLC	87.26K	Jun 30, 26	+1.34K	0.05%
Steward Partners Investment Advisory, LLC	84.96K	Jun 30, 26	+24.54K	0.04%
THOROUGHBRED FINANCIAL SERVICES, LLC	84.23K	Jun 30, 26	+24.45K	0.04%
Atria Investments, Inc	83.92K	Jun 30, 26	+59.53K	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	81.64K	Jun 30, 26	+13.40K	0.04%
CAPTRUST FINANCIAL ADVISORS	81.05K	Jun 30, 26	-3.39K	0.04%
Brinker Capital Investments, LLC	79.51K	Jun 30, 26	-51.52K	0.04%
Greenline Wealth Management LLC	78.12K	Jun 30, 26	+10.10K	0.04%
AA Financial Advisors, LLC	77.52K	Jun 30, 26	+2.44K	0.04%
MFA Wealth Services	77.37K	Jun 30, 26	+651	0.04%
Inspire Advisors, LLC	76.48K	Jun 30, 26	+6.92K	0.04%
SK Wealth Management, LLC	75.91K	Jun 30, 26	-12.56K	0.04%
ENDEAVOR PRIVATE WEALTH, INC.	73.35K	Jun 30, 26	+3.38K	0.04%
Impact Partnership Wealth, LLC	71.74K	Jun 30, 26	+16.47K	0.04%
ProCore Advisors, LLC	71.64K	Jun 30, 26	+545	0.04%
Evergreen Wealth Solutions, LLC	70.54K	Jun 30, 26	+17.50K	0.04%
Prime Capital Investment Advisors, LLC	69.82K	Jun 30, 26	+280	0.04%
Cottage Street Advisors LLC	69.74K	Jun 30, 26	+13.97K	0.04%
ADVISORTRUST PARTNERS, LLC	68.17K	Jun 30, 26	+13.64K	0.04%
Pensionmark Financial Group, LLC	66.63K	Jun 30, 26	+509	0.03%
Vestmark Advisory Solutions, Inc.	64.34K	Jun 30, 26	+26.09K	0.03%
J.W. COLE ADVISORS, INC.	64.03K	Jun 30, 26	+64.03K	0.03%
Scott Capital Advisors, LLC	63.13K	Jun 30, 26	+3.93K	0.03%
WEDBUSH SECURITIES INC	62.85K	Jun 30, 26	+705	0.03%
Spire Wealth Management	62.48K	Jun 30, 26	+2.89K	0.03%
RICHARDS, MERRILL & PETERSON, INC.	59.62K	Jun 30, 26	-153	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	59.62K	Jun 30, 26	+6.93K	0.03%
FIFTH THIRD BANCORP	59.48K	Jun 30, 26	+13.40K	0.03%
Element Wealth, LLC	58.33K	Jun 30, 26	+1.25K	0.03%
B. Riley Wealth Advisors, Inc.	57.07K	Jun 30, 26	+14.79K	0.03%
Michael Brady & Co., LLC	55.95K	Jun 30, 26	+39.31K	0.03%
Hopwood Nicholas Hunter	54.04K	Jun 30, 26	+2.51K	0.03%
9823 Capital, L.P.	53.21K	Jun 30, 26	-7.33K	0.03%
Argyle Capital Partners, LLC	52.55K	Jun 30, 26	+3.45K	0.03%
Sovran Advisors, LLC	50.47K	Jun 30, 26	+3.68K	0.03%
Koshinski Asset Management, Inc.	49.72K	Jun 30, 26	+107	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	49.59K	Jun 30, 26	+17.95K	0.03%
Diversify Advisory Services, LLC	49.59K	Jun 30, 26	+49.59K	0.03%
Bank of New York Mellon Corp	49.59K	Jun 30, 26	+31.63K	0.03%
Ausdal Financial Partners, Inc.	49.37K	Jun 30, 26	+1.75K	0.03%
Cannon Wealth Management Services, LLC	49.25K	Jun 30, 26	+2.89K	0.03%
Ameritas Advisory Services, LLC	47.62K	Jun 30, 26	+47.62K	0.02%
PRIVATE TRUST CO NA	47.46K	Jun 30, 26	-1.62K	0.02%
Colony Group, LLC	47.12K	Jun 30, 26	+14.25K	0.02%
Apollon Wealth Management, LLC	46.22K	Jun 30, 26	-2.70K	0.02%
Gotham Asset Management, LLC	45.24K	Jun 30, 26	+15.81K	0.02%
Capital Analysts, LLC	43.46K	Jun 30, 26	+26.05K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	42.87K	Jun 30, 26	+6.86K	0.02%
Blueprint Financial Advisors LLC	41.67K	Jun 30, 26	+684	0.02%
Blueprint Investment Partners LLC	41.67K	Jun 30, 26	+465	0.02%
Kestra Investment Management, LLC	41.59K	Jun 30, 26	+9.97K	0.02%
VestGen Advisors, LLC	41.18K	Jun 30, 26	-401	0.02%
Trilogy Capital Inc.	39.97K	Jun 30, 26	+480	0.02%
Alchemi Wealth, LLC	38.69K	Jun 30, 26	+4.29K	0.02%
Trademark Financial Management, LLC	38.00K	Jun 30, 26	+26.30K	0.02%
BARNES PETTEY FINANCIAL ADVISORS, LLC	36.45K	Jun 30, 26	+5.99K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	36.35K	Jun 30, 26	+4.24K	0.02%
M.E. ALLISON & CO., INC.	35.25K	Jun 30, 26	+75	0.02%
Pines Wealth Management, LLC	35.10K	Jun 30, 26	+100	0.02%
IFG Advisory, LLC	35.05K	Jun 30, 26	+35.05K	0.02%
TRUE BLUE FINANCIAL, LLC	34.67K	Jun 30, 26	+4.45K	0.02%
Advisory Services Network, LLC	34.53K	Jun 30, 26	+3.94K	0.02%
UHLMANN PRICE SECURITIES, LLC	34.27K	Jun 30, 26	+2.13K	0.02%
Sigma Planning Corp	34.12K	Jun 30, 26	-2.36K	0.02%
Farther Finance Advisors, LLC	33.99K	Jun 30, 26	+28.15K	0.02%
Balboa Wealth Partners	33.79K	Jun 30, 26	+4.50K	0.02%
Waterfront Wealth Inc.	33.55K	Jun 30, 26	+2.83K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	32.58K	Jun 30, 26	+18.12K	0.02%
DAYMARK WEALTH PARTNERS, LLC	32.04K	Jun 30, 26	+410	0.02%
Lantern Wealth Advisors, LLC	31.10K	Jun 30, 26	-3.74K	0.02%
Burford Brothers, Inc.	30.95K	Jun 30, 26	-2	0.02%
RENAISSANCE TECHNOLOGIES LLC	30.90K	Jun 30, 26	+30.90K	0.02%
RFG Advisory, LLC	30.70K	Jun 30, 26	+8.02K	0.02%
TITLEIST ASSET MANAGEMENT, LLC	29.88K	Jun 30, 26	+10.25K	0.02%
Merited Wealth, LLC	29.29K	Jun 30, 26	-44.68K	0.02%
KMG FIDUCIARY PARTNERS, LLC	28.71K	Jun 30, 26	-369.41K	0.01%
PRINCIPAL SECURITIES, INC.	28.59K	Jun 30, 26	+1.56K	0.01%
Nikulski Financial, Inc.	28.27K	Jun 30, 26	+5.16K	0.01%
Barnes Wealth Management Group, Inc	28.08K	Jun 30, 26	+4.16K	0.01%
Arkadios Wealth Advisors	27.48K	Jun 30, 26	-13.48K	0.01%
Modern Wealth Management, LLC	27.19K	Jun 30, 26	+7.39K	0.01%
Integrity Advisory Solutions, LLC	26.60K	Jun 30, 26	+593	0.01%
CVFG LLC	24.32K	Jun 30, 26	+8.66K	0.01%
Asset One Wealth Management LLC	24.13K	Jun 30, 26	-2.26K	0.01%
Stonebridge Financial Group, LLC	23.59K	Jun 30, 26	+23.59K	0.01%
CAP Partners, LLC	23.48K	Jun 30, 26	+1.46K	0.01%
Snowden Capital Advisors LLC	22.29K	Jun 30, 26	+1.54K	0.01%
Mariner, LLC	22.29K	Jun 30, 26	-262.46K	0.01%
Clearwave Capital, LLC	22.02K	Jun 30, 26	-2.48K	0.01%
AlphaCore Capital LLC	21.97K	Jun 30, 26	-4.27K	0.01%
Gutierrez Wealth Advisory, LLC	21.96K	Jun 30, 26	+221	0.01%
MONEY CONCEPTS CAPITAL CORP	21.86K	Jun 30, 26	+21.86K	0.01%
Capital Planning LLC	21.66K	Jun 30, 26	+6.15K	0.01%
Fearless Solutions, LLC dba Best Invest	21.54K	Jun 30, 26	-5.35K	0.01%
WealthCare Investment Partners, LLC	21.20K	Jun 30, 26	+297	0.01%
Cooper Financial Group	21.08K	Jun 30, 26	+333	0.01%
Tempus Wealth Planning, LLC	20.73K	Jun 30, 26	+1.57K	0.01%
Bridgewealth Advisory Group, LLC	20.47K	Jun 30, 26	-50	0.01%
Western Wealth Management, LLC	20.40K	Jun 30, 26	+3.25K	0.01%
Aurdan Capital Management, LLC	20.30K	Jun 30, 26	+86	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	20.00K	Jun 30, 26	-251.95K	0.01%
GWN SECURITIES INC.	19.64K	Jun 30, 26	+19.64K	0.01%
HighPoint Advisor Group LLC	19.58K	Jun 30, 26	+2.40K	0.01%
MSH Capital Advisors LLC	19.21K	Jun 30, 26	-5.44K	0.01%
McGlone Suttner Wealth Management, Inc.	19.15K	Jun 30, 26	-930	0.01%
Brookwood Investment Group LLC	19.05K	Jun 30, 26	-808	0.01%
Milestone Investment Advisors LLC	18.78K	Jun 30, 26	+711	0.01%
LexAurum Advisors, LLC	18.59K	Jun 30, 26	+643	0.01%
SAGESPRING WEALTH PARTNERS, LLC	18.28K	Jun 30, 26	+2.27K	0.01%
CALTON & ASSOCIATES, INC.	18.13K	Jun 30, 26	-1.89K	0.01%
Security Financial Services, INC.	18.09K	Jun 30, 26	+2.72K	0.01%
Resources Investment Advisors, LLC.	17.92K	Jun 30, 26	+17.92K	0.01%
Freestate Advisors LLC	17.16K	Jun 30, 26	+178	0.01%
Continuum Advisory, LLC	16.92K	Jun 30, 26	+1.34K	0.01%
Wealthcare Advisory Partners LLC	16.68K	Jun 30, 26	+334	0.01%
Gerber Kawasaki Wealth & Investment Management	16.63K	Jun 30, 26	+57	0.01%
Midwest Heritage Bank, FSB	16.51K	Jun 30, 26	+221	0.01%
Vise Technologies, Inc.	16.34K	Jun 30, 26	+16.34K	0.01%
Coppell Advisory Solutions LLC	16.14K	Jun 30, 26	+16.14K	0.01%
Moors & Cabot, Inc.	15.81K	Jun 30, 26	+5.46K	0.01%
CHOREO, LLC	15.66K	Jun 30, 26	+5.85K	0.01%
Geneos Wealth Management Inc.	15.65K	Jun 30, 26	+2.51K	0.01%
Global Financial Private Client, LLC	15.61K	Jun 30, 26	--	0.01%
Peterson Wealth Advisors, LLC	15.17K	Jun 30, 26	-120	0.01%
Strategic Investment Solutions, Inc. /IL	15.09K	Jun 30, 26	--	0.01%
Avidian Wealth Solutions, LLC	14.80K	Jun 30, 26	+5.67K	0.01%
IHT Wealth Management, LLC	14.71K	Jun 30, 26	+261	0.01%
Advyzon Investment Management, LLC	14.29K	Jun 30, 26	+1.74K	0.01%
WARNER FINANCIAL, INC	14.08K	Jun 30, 26	+14.08K	0.01%
Summit Global Investments	14.07K	Jun 30, 26	+3.47K	0.01%
Vantus Wealth LLC	13.99K	Jun 30, 26	+13.99K	0.01%
Wealth Management Associates, Inc.	13.64K	Jun 30, 26	+2.66K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	13.53K	Jun 30, 26	+685	0.01%
Meadowbrook Wealth Management, LLC	12.90K	Jun 30, 26	+12.90K	0.01%
Redwood Family Wealth LLC	12.89K	Jun 30, 26	+168	0.01%
Brookstone Capital Management	12.87K	Jun 30, 26	+433	0.01%
Clear Creek Financial Management, LLC	12.76K	Jun 30, 26	+134	0.01%
Lincoln Capital LLC	12.65K	Jun 30, 26	+12.65K	0.01%
Klingman & Associates, LLC	12.38K	Jun 30, 26	--	0.01%
Investment Planning Advisors, Inc.	12.37K	Jun 30, 26	-962	0.01%
Larson Financial Group LLC	12.31K	Jun 30, 26	--	0.01%
Stonebridge Financial Group, LLC / MO	12.01K	Jun 30, 26	+794	0.01%
Ashton Thomas Private Wealth, LLC	11.98K	Jun 30, 26	+6.13K	0.01%
Simplicity Wealth,LLC	11.84K	Jun 30, 26	+2.86K	0.01%
Keystone Financial Group	11.82K	Jun 30, 26	+1.81K	0.01%
EverSource Wealth Advisors, LLC	11.62K	Jun 30, 26	--	0.01%
Ascension Capital Advisors, Inc.	11.61K	Jun 30, 26	--	0.01%
January Capital Advisors LLC	11.54K	Jun 30, 26	--	0.01%
FLAGSHIP WEALTH ADVISORS, LLC	11.54K	Jun 30, 26	+11.54K	0.01%
Fourth Dimension Wealth, LLC	11.36K	Jun 30, 26	+1.25K	0.01%
BANK OF MONTREAL /CAN/	11.30K	Jun 30, 26	--	0.01%
NORTHLAND SECURITIES, INC.	11.16K	Jun 30, 26	-669	0.01%
Carson Advisory Inc.	11.14K	Jun 30, 26	+82	0.01%
Visionary Wealth Advisors	11.14K	Jun 30, 26	+1.45K	0.01%
Tradition Wealth Management, LLC	10.90K	Jun 30, 26	-161	0.01%
Owen LaRue, LLC	10.61K	Jun 30, 26	-9.22K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	10.59K	Jun 30, 26	+10.59K	0.01%
ACT WEALTH MANAGEMENT, LLC	10.48K	Jun 30, 26	+10.48K	0.01%
CoreCap Advisors, LLC	10.37K	Jun 30, 26	-98	0.01%
Financial Perspectives, Inc	10.19K	Jun 30, 26	+1.30K	0.01%
Beacon Financial Advisory LLC	10.02K	Jun 30, 26	-1.46K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	9.97K	Jun 30, 26	--	0.01%
Cornerstone Wealth Management, LLC	9.84K	Jun 30, 26	-14.33K	0.01%
Kera Capital Partners, Inc.	9.74K	Jun 30, 26	--	0.01%
Rose Capital Advisors LLC	9.52K	Jun 30, 26	+9.52K	0.00%
Capital International Investors	9.50K	Jun 30, 26	+9.50K	0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	9.26K	Jun 30, 26	-29.92K	0.00%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	9.20K	Jun 30, 26	-12.76K	0.00%
First Heartland Consultants, Inc.	9.17K	Jun 30, 26	+747	0.00%
Smith Thornton Advisors LLC	8.97K	Jun 30, 26	--	0.00%
Financial Strategies Group, Inc.	8.82K	Jun 30, 26	-368	0.00%
Opal Wealth Advisors, LLC	8.71K	Jun 30, 26	-1.40K	0.00%
HighTower Advisors, LLC	8.65K	Jun 30, 26	-2.70K	0.00%
Live Oak Investment Partners	8.56K	Jun 30, 26	--	0.00%
Equity Wealth Partners, LLC	8.53K	Jun 30, 26	+8.53K	0.00%
OPPENHEIMER & CO INC	7.80K	Jun 30, 26	-639	0.00%
FLORIDA FINANCIAL ADVISORS, LLC	7.76K	Jun 30, 26	+7.76K	0.00%
SMITH, MOORE & CO.	7.71K	Jun 30, 26	+98	0.00%
CWS Financial Advisors, LLC	7.42K	Jun 30, 26	+7.42K	0.00%
Godfrey Financial Associates, Inc.	6.90K	Jun 30, 26	+128	0.00%
EP Wealth Advisors, LLC	6.80K	Jun 30, 26	+6.80K	0.00%
Capital Investment Advisory Services, LLC	6.48K	Jun 30, 26	+2.39K	0.00%
IFP Advisors, Inc	6.34K	Jun 30, 26	+1.96K	0.00%
Cape Investment Advisory, Inc.	6.29K	Jun 30, 26	+6.29K	0.00%
North Star Investment Management Corp.	5.40K	Jun 30, 26	+5.40K	0.00%
AdvisorNet Financial, Inc	4.97K	Jun 30, 26	--	0.00%
Allied Private Wealth LLC	4.55K	Jun 30, 26	+4.55K	0.00%
TRUST CO OF VERMONT	4.03K	Jun 30, 26	+4.03K	0.00%
Westside Investment Management, Inc.	3.73K	Jun 30, 26	+360	0.00%
Aptus Capital Advisors, LLC	3.59K	Jun 30, 26	-56	0.00%
CX Institutional	2.48K	Jun 30, 26	+2.48K	0.00%
Olistico Wealth, LLC	2.19K	Jun 30, 26	-38	0.00%
AMERIFLEX GROUP, INC.	2.13K	Jun 30, 26	+1.52K	0.00%
HHM Wealth Advisors, LLC	2.13K	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	1.99K	Jun 30, 26	--	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	1.90K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1.69K	Jun 30, 26	+382	0.00%
Colonial Trust Co / SC	1.30K	Jun 30, 26	+1.30K	0.00%
AE Wealth Management LLC	1.27K	Jun 30, 26	-2.08K	0.00%
Dunhill Financial, LLC	1.24K	Jun 30, 26	+1.24K	0.00%
NBC SECURITIES, INC.	1.23K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1.07K	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	700	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	635	Jun 30, 26	+635	0.00%
Signature Equity Partners, LLC	517	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	397	Jun 30, 26	+368	0.00%
SRS Capital Advisors, Inc.	309	Jun 30, 26	-291	0.00%
Rossby Financial, LCC	265	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	240	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	214	Jun 30, 26	+214	0.00%
Key FInancial Inc	160	Jun 30, 26	--	0.00%
Tidemark, LLC	76	Jun 30, 26	-15	0.00%
DHJJ Financial Advisors, Ltd.	70	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	39	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	12	Jun 30, 26	+12	0.00%
Marshall & Sterling Wealth Advisors Inc.	4	Jun 30, 26	+2	0.00%
Crumly & Associates Inc.	--	Jun 30, 26	-10.78K	--
Abound Wealth Management	--	Jun 30, 26	-64	--
US BANCORP \DE\	--	Jun 30, 26	-750	--
CENTAURUS FINANCIAL, INC.	--	Jun 30, 26	-11.00K	--
IFS Group,LLC	--	Jun 30, 26	-10.10K	--
Tribridge Partners Financial LLC	--	Jun 30, 26	-8.52K	--
Richmond Investment Services, LLC	--	Jun 30, 26	-21.21K	--
Independent Advisor Alliance	--	Jun 30, 26	-39.93K	--
Allworth Financial LP	--	Jun 30, 26	-543	--
Beverly Hills Private Wealth, LLC	--	Jun 30, 26	-8.22K	--
FINANCIAL CONSULATE, INC	--	Jun 30, 26	-16	--
Financial Life Planners	--	Jun 30, 26	-134	--
Sharkey, Howes & Javer	--	Jun 30, 26	-9.09K	--
FMR LLC	--	Jun 30, 26	-643	--
CWM, LLC	1.13M	Mar 31, 26	+175.84K	0.59%
TruWealth Advisors, LLC	870.24K	Mar 31, 26	+94.37K	0.45%
Sunbelt Securities, Inc.	516.09K	Mar 31, 26	+85.16K	0.27%
ROVIN CAPITAL /UT/ /ADV	56.16K	Dec 31, 25	+3.41K	0.03%
COMERICA BANK	24.57K	Dec 31, 25	+7.10K	0.01%
ORG Partners LLC	14.99K	Dec 31, 25	+5.15K	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-15.64K	--
FULLCIRCLE WEALTH LLC	135.41K	Sep 30, 25	+4.75K	0.07%
OAK HILL WEALTH ADVISORS, LLC	105.34K	Sep 30, 25	+54.22K	0.05%
Moloney Securities Asset Management, LLC	11.03K	Sep 30, 25	+70	0.01%
Abich Financial Wealth Management LLC	429	Sep 30, 25	+429	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-16.98K	--
Atria Wealth Solutions, Inc.	355.00K	Jun 30, 25	-179.96K	0.19%
AVANTAX ADVISORY SERVICES, INC.	79.13K	Jun 30, 25	+23.25K	0.04%
Wellington Capital Management, Inc.	74.04K	Jun 30, 25	+74.04K	0.04%
Von Berge Wealth Management Group, LLC	63.48K	Jun 30, 25	+19.48K	0.03%
Good Life Advisors, LLC	21.90K	Jun 30, 25	-8.18K	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-834	--
Blue Investment Partners LLC	--	Jun 30, 25	-147.01K	--
Orion Portfolio Solutions, LLC	22.48K	Mar 31, 25	+8.72K	0.01%
WR Wealth Planners, LLC	13.38K	Dec 31, 24	-12.31K	0.01%
RAYMOND JAMES & ASSOCIATES	645.82K	Sep 30, 24	+73.93K	0.34%
Raymond James Financial Services Advisors, Inc.	494.43K	Sep 30, 24	+111.92K	0.26%
RAYMOND JAMES TRUST N.A.	26.15K	Sep 30, 24	+2.36K	0.01%
FinTrust Capital Advisors, LLC	5.69K	Sep 30, 24	+2.69K	0.00%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-41.98K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	220.82K	Jun 30, 24	+43.55K	0.12%
HoyleCohen, LLC	40.14K	Jun 30, 24	-717	0.02%
ICA Group Wealth Management, LLC	1.41K	Jun 30, 24	-2.35K	0.00%
Cetera Advisor Networks LLC	228.17K	Mar 31, 24	+133.53K	0.12%
Cetera Advisors LLC	78.18K	Mar 31, 24	+55.04K	0.04%

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Holder

Date

Change

% Held

LPL Financial LLC

21.68M

Jun 30, 26

+2.78M

11.31%

WELLS FARGO & COMPANY/MN

9.95M

Jun 30, 26

+2.59M

5.19%

ENVESTNET ASSET MANAGEMENT INC

9.08M

Jun 30, 26

+1.26M

4.74%

MORGAN STANLEY

7.93M

Jun 30, 26

+751.76K

4.14%

RAYMOND JAMES FINANCIAL INC

7.93M

Jun 30, 26

+928.50K

4.14%

UBS Group AG

6.24M

Jun 30, 26

+621.46K

3.26%

Cetera Investment Advisers

5.06M

Jun 30, 26

+765.56K

2.64%

Capital Advantage, Inc.

3.79M

Jun 30, 26

+1.29M

1.98%

COMMONWEALTH EQUITY SERVICES, LLC

3.33M

Jun 30, 26

-120.96K

1.74%

ADVISOR GROUP HOLDINGS, INC.

3.29M

Jun 30, 26

+597.50K

1.71%

GREAT VALLEY ADVISOR GROUP, INC.

2.85M

Jun 30, 26

+107.70K

1.48%

JONES FINANCIAL COMPANIES LLLP

2.33M

Jun 30, 26

+500.85K

1.21%

STIFEL FINANCIAL CORP

2.20M

Jun 30, 26

+291.03K

1.15%

Cambridge Investment Research Advisors, Inc.

2.03M

Jun 30, 26

+297.77K

1.06%

ROYAL BANK OF CANADA

1.85M

Jun 30, 26

+59.03K

0.96%

Schusterman Interests, LLC

1.82M

Jun 30, 26

+1.82M

0.95%

MML INVESTORS SERVICES, LLC

1.79M

Jun 30, 26

+429.67K

0.94%

Valmark Advisers, Inc.

1.77M

Jun 30, 26

+248.74K

0.93%

Beacon Pointe Advisors, LLC

1.55M

Jun 30, 26

-10.96K

0.81%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.30M

Jun 30, 26

+30.43K

0.68%

Kestra Advisory Services, LLC

1.27M

Jun 30, 26

+284.94K

0.66%

Baird Financial Group, Inc.

1.14M

Jun 30, 26

+84.47K

0.59%

BENJAMIN EDWARDS INC

960.52K

Jun 30, 26

+236.22K

0.50%

Waverly Advisors, LLC

951.08K

Jun 30, 26

+951.08K

0.50%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

940.88K

Jun 30, 26

+86.19K

0.49%

REGATTA CAPITAL GROUP, LLC

907.53K

Jun 30, 26

+70.30K

0.47%

BlueStem Wealth Partners, LLC

828.51K

Jun 30, 26

+134.55K

0.43%

TrueWealth Advisors, LLC

796.07K

Jun 30, 26

+7.27K

0.42%

Winch Advisory Services, LLC

791.20K

Jun 30, 26

+11.25K

0.41%

WILEY BROS.-AINTREE CAPITAL, LLC

784.66K

Jun 30, 26

+218.54K

0.41%

Janney Montgomery Scott LLC

775.01K

Jun 30, 26

+153.96K

0.40%

J. Derek Lewis & Associates Inc.

768.77K

Jun 30, 26

+65.08K

0.40%

Compton Financial Group, LLC

738.47K

Jun 30, 26

+461.47K

0.39%

STEPHENS INC /AR/

729.19K

Jun 30, 26

+26.09K

0.38%

Redhawk Wealth Advisors, Inc.

693.38K

Jun 30, 26

-14.40K

0.36%

EQ WEALTH ADVISORS, LLC

679.30K

Jun 30, 26

+40.91K

0.35%

Entruity Wealth, LLC

637.74K

Jun 30, 26

+242.34K

0.33%

Prospera Financial Services Inc

627.00K

Jun 30, 26

+17.68K

0.33%

NewEdge Advisors, LLC

613.16K

Jun 30, 26

+77.88K

0.32%

Per Stirling Capital Management, LLC.

599.85K

Jun 30, 26

+89.11K

0.31%

Integrated Wealth Concepts LLC

567.50K

Jun 30, 26

+171.99K

0.30%

VICUS CAPITAL

561.64K

Jun 30, 26

+64.13K

0.29%

Private Advisor Group, LLC

556.56K

Jun 30, 26

-213.89K

0.29%

KWB Wealth

527.42K

Jun 30, 26

+169.15K

0.28%

Centennial Wealth Advisory LLC

478.47K

Jun 30, 26

+24.71K

0.25%

Markowski Investments

471.32K

Jun 30, 26

+471.32K

0.25%

Smartleaf Asset Management LLC

455.54K

Jun 30, 26

0.24%

Souders Financial Advisors

442.30K

Jun 30, 26

+28.67K

0.23%

Rockefeller Capital Management L.P.

422.63K

Jun 30, 26

+4.83K

0.22%

Onyx Bridge Wealth Group LLC

422.55K

Jun 30, 26

-6.43K

0.22%

Bouvel Investment Partners, LLC

415.15K

Jun 30, 26

+189.15K

0.22%

Capital Group Private Client Services, Inc.

415.11K

Jun 30, 26

+815

0.22%

Sanctuary Advisors, LLC

397.37K

Jun 30, 26

+20.20K

0.21%

Clear Trail Advisors, LLC

393.66K

Jun 30, 26

+36.44K

0.21%

Turning Point Benefit Group, Inc.

391.82K

Jun 30, 26

+233.14K

0.20%

Cerity Partners LLC

382.36K

Jun 30, 26

+101.93K

0.20%

Carmel Capital Partners, LLC

369.26K

Jun 30, 26

-3.71K

0.19%

ST GERMAIN D J CO INC

368.32K

Jun 30, 26

-252

0.19%

HARBOUR INVESTMENTS, INC.

337.77K

Jun 30, 26

-6.52K

0.18%

Main Line Retirement Advisors, LLC

323.67K

Jun 30, 26

+6.70K

0.17%

Kingsview Wealth Management, LLC

323.45K

Jun 30, 26

-80.80K

0.17%

Clarity Asset Management, Inc.

316.79K

Jun 30, 26

+19.84K

0.17%

Skyline Advisors, Inc.

313.36K

Jun 30, 26

-29.95K

0.16%

Bond & Devick Financial Network, Inc.

309.59K

Jun 30, 26

+13.38K

0.16%

Concurrent Investment Advisors, LLC

307.25K

Jun 30, 26

+36.92K

0.16%

CITADEL ADVISORS LLC

297.02K

Jun 30, 26

+91.81K

0.15%

BNB Wealth Management, LLC

296.16K

Jun 30, 26

-42.56K

0.15%

Equitable Holdings, Inc.

285.55K

Jun 30, 26

+69.41K

0.15%

RPg Family Wealth Advisory, LLC

280.50K

Jun 30, 26

+2.35K

0.15%

Merit Financial Group, LLC

277.68K

Jun 30, 26

+35.32K

0.14%

Troutman Wealth Management, LLC

269.06K

Jun 30, 26

+6.95K

0.14%

Swisher Financial Concepts, Inc.

268.46K

Jun 30, 26

-9.00K

0.14%

Summit Financial, LLC

265.63K

Jun 30, 26

-78.20K

0.14%

Thayer Financial, L.L.C.

258.63K

Jun 30, 26

+9.30K

0.13%

GOLDMAN SACHS GROUP INC

256.59K

Jun 30, 26

+256.59K

0.13%

LEVEL FOUR ADVISORY SERVICES, LLC

256.50K

Jun 30, 26

+44.77K

0.13%

ROTHSCHILD INVESTMENT LLC

245.45K

Jun 30, 26

+19.10K

0.13%

CULLEN/FROST BANKERS, INC.

232.86K

Jun 30, 26

+24.91K

0.12%

RHL GROUP, LLC

231.02K

Jun 30, 26

-220.59K

0.12%

Confluence Wealth Services, Inc.

227.85K

Jun 30, 26

+5.23K

0.12%

DRIVE WEALTH MANAGEMENT, LLC

218.95K

Jun 30, 26

+24.01K

0.11%

Global Retirement Partners, LLC

215.53K

Jun 30, 26

+215.53K

0.11%

Stratos Wealth Partners, LTD.

208.91K

Jun 30, 26

+20.85K

0.11%

Betterment LLC

208.27K

Jun 30, 26

+51.93K

0.11%

Gateway Wealth Partners, LLC

206.34K

Jun 30, 26

-125.59K

0.11%

Strategic Family Wealth Counselors, L.L.C.

203.72K

Jun 30, 26

+2.21K

0.11%

NWF Advisory Services Inc.

202.48K

Jun 30, 26

+2.13K

0.11%

Vigil Wealth Management, LLC

201.04K

Jun 30, 26

-9.42K

0.10%

LCW Services, LLC

199.78K

Jun 30, 26

+10.65K

0.10%

SILVER OAK SECURITIES, INCORPORATED

190.72K

Jun 30, 26

+5.84K

0.10%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

185.37K

Jun 30, 26

+7.96K

0.10%

OakTrust Wealth Advisors, LLC

184.51K

Jun 30, 26

+8.19K

0.10%

DAVENPORT & Co LLC

174.91K

Jun 30, 26

+28.94K

0.09%

NATIXIS ADVISORS, L.P.

172.91K

Jun 30, 26

+77.44K

0.09%

MOSAIC FAMILY WEALTH PARTNERS, LLC

172.81K

Jun 30, 26

+75.89K

0.09%

Total Clarity Wealth Management, Inc.

172.62K

Jun 30, 26

+61.62K

0.09%

ASSETMARK, INC

166.47K

Jun 30, 26

+72.21K

0.09%

Mutual Advisors, LLC

163.20K

Jun 30, 26

+41.31K

0.09%

LongView Wealth Management

160.24K

Jun 30, 26

+26.80K

0.08%

LifeGoal Wealth Advisors

157.77K

Jun 30, 26

-598

0.08%

JANE STREET GROUP, LLC

156.41K

Jun 30, 26

+156.41K

0.08%

TRUIST FINANCIAL CORP

152.08K

Jun 30, 26

+35.76K

0.08%

OneAscent Financial Services LLC

151.05K

Jun 30, 26

+27.98K

0.08%

Steelhead Wealth Management LLC

147.43K

Jun 30, 26

+17.74K

0.08%

MISSION WEALTH MANAGEMENT, LP

146.05K

Jun 30, 26

+6.99K

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

145.45K

Jun 30, 26

+1.20K

0.08%

NewCorp Financial Services, Inc.

145.12K

Jun 30, 26

+5.76K

0.08%

NOVEM GROUP

145.06K

Jun 30, 26

-20.78K

0.08%

JPMORGAN CHASE & CO

144.25K

Jun 30, 26

+27.15K

0.08%

Eaton Financial Holdings Company, LLC

142.56K

Jun 30, 26

+77.80K

0.07%

Lodestone Wealth Management LLC

139.38K

Jun 30, 26

+29.80K

0.07%

D.A. DAVIDSON & CO.

136.90K

Jun 30, 26

-3.08K

0.07%

Sowell Financial Services LLC

134.01K

Jun 30, 26

-6.91K

0.07%

Dynamic Advisor Solutions LLC

129.64K

Jun 30, 26

+21.09K

0.07%

Fiduciary Alliance LLC

129.39K

Jun 30, 26

-551

0.07%

PFG Advisors

129.20K

Jun 30, 26

-14.23K

0.07%

Keystone Financial Services, LLC

128.39K

Jun 30, 26

+3.53K

0.07%

Schuylkill Financial LLC

124.39K

Jun 30, 26

+124.39K

0.06%

Midwest Financial Network, LLC

121.84K

Jun 30, 26

-28.56K

0.06%

Perennial Investment Advisors, LLC

117.75K

Jun 30, 26

-15.20K

0.06%

Hartmann Taylor Wealth Management, LLC

116.27K

Jun 30, 26

0.06%

COMPASS FINANCIAL MANAGEMENT LLC

115.91K

Jun 30, 26

+115.91K

0.06%

CITIGROUP INC

115.72K

Jun 30, 26

+65.82K

0.06%

Forthright Family Wealth Advisory LLC

115.56K

Jun 30, 26

+115.56K

0.06%

Synergy Investment Management, LLC

113.72K

Jun 30, 26

+6.55K

0.06%

Envestnet Portfolio Solutions, Inc.

113.71K

Jun 30, 26

+22.04K

0.06%

MGO ONE SEVEN LLC

111.89K

Jun 30, 26

+21.06K

0.06%

Mascagni Wealth Management, Inc.

109.01K

Jun 30, 26

+6.49K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

108.08K

Jun 30, 26

-38.44K

0.06%

Boyer Financial Services, Inc.

106.90K

Jun 30, 26

-24.12K

0.06%

Rubicon Advisors, GP

105.83K

Jun 30, 26

-5.80K

0.06%

CLG LLC

104.53K

Jun 30, 26

+12.57K

0.05%

Venture Visionary Partners LLC

103.32K

Jun 30, 26

+28.11K

0.05%

MAI Capital Management

102.69K

Jun 30, 26

+102.66K

0.05%

Qube Research & Technologies Ltd

101.37K

Jun 30, 26

+91.39K

0.05%

Blom & Howell Financial Planning, Inc.

99.39K

Jun 30, 26

+21.83K

0.05%

5T Wealth, LLC

99.04K

Jun 30, 26

+2.84K

0.05%

Cassady Wealth & Retirement Planning, LLC

97.91K

Jun 30, 26

+15.46K

0.05%

SEAMOUNT FINANCIAL GROUP INC

97.49K

Jun 30, 26

-7.06K

0.05%

OLD MISSION CAPITAL LLC

95.97K

Jun 30, 26

+95.97K

0.05%

BANK OF AMERICA CORP /DE/

94.22K

Jun 30, 26

+94.22K

0.05%

Transcendent Capital Group LLC

92.63K

Jun 30, 26

+1.76K

0.05%

Saiph Capital, LLC

90.71K

Jun 30, 26

+8.04K

0.05%

Jacobi Capital Management LLC

87.26K

Jun 30, 26

+1.34K

0.05%

Steward Partners Investment Advisory, LLC

84.96K

Jun 30, 26

+24.54K

0.04%

THOROUGHBRED FINANCIAL SERVICES, LLC

84.23K

Jun 30, 26

+24.45K

0.04%

Atria Investments, Inc

83.92K

Jun 30, 26

+59.53K

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

81.64K

Jun 30, 26

+13.40K

0.04%

CAPTRUST FINANCIAL ADVISORS

81.05K

Jun 30, 26

-3.39K

0.04%

Brinker Capital Investments, LLC

79.51K

Jun 30, 26

-51.52K

0.04%

Greenline Wealth Management LLC

78.12K

Jun 30, 26

+10.10K

0.04%

AA Financial Advisors, LLC

77.52K

Jun 30, 26

+2.44K

0.04%

MFA Wealth Services

77.37K

Jun 30, 26

+651

0.04%

Inspire Advisors, LLC

76.48K

Jun 30, 26

+6.92K

0.04%

SK Wealth Management, LLC

75.91K

Jun 30, 26

-12.56K

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

73.35K

Jun 30, 26

+3.38K

0.04%

Impact Partnership Wealth, LLC

71.74K

Jun 30, 26

+16.47K

0.04%

ProCore Advisors, LLC

71.64K

Jun 30, 26

+545

0.04%

Evergreen Wealth Solutions, LLC

70.54K

Jun 30, 26

+17.50K

0.04%

Prime Capital Investment Advisors, LLC

69.82K

Jun 30, 26

+280

0.04%

Cottage Street Advisors LLC

69.74K

Jun 30, 26

+13.97K

0.04%

ADVISORTRUST PARTNERS, LLC

68.17K

Jun 30, 26

+13.64K

0.04%

Pensionmark Financial Group, LLC

66.63K

Jun 30, 26

+509

0.03%

Vestmark Advisory Solutions, Inc.

64.34K

Jun 30, 26

+26.09K

0.03%

J.W. COLE ADVISORS, INC.

64.03K

Jun 30, 26

+64.03K

0.03%

Scott Capital Advisors, LLC

63.13K

Jun 30, 26

+3.93K

0.03%

WEDBUSH SECURITIES INC

62.85K

Jun 30, 26

+705

0.03%

Spire Wealth Management

62.48K

Jun 30, 26

+2.89K

0.03%

RICHARDS, MERRILL & PETERSON, INC.

59.62K

Jun 30, 26

-153

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

59.62K

Jun 30, 26

+6.93K

0.03%

FIFTH THIRD BANCORP

59.48K

Jun 30, 26

+13.40K

0.03%

Element Wealth, LLC

58.33K

Jun 30, 26

+1.25K

0.03%

B. Riley Wealth Advisors, Inc.

57.07K

Jun 30, 26

+14.79K

0.03%

Michael Brady & Co., LLC

55.95K

Jun 30, 26

+39.31K

0.03%

Hopwood Nicholas Hunter

54.04K

Jun 30, 26

+2.51K

0.03%

9823 Capital, L.P.

53.21K

Jun 30, 26

-7.33K

0.03%

Argyle Capital Partners, LLC

52.55K

Jun 30, 26

+3.45K

0.03%

Sovran Advisors, LLC

50.47K

Jun 30, 26

+3.68K

0.03%

Koshinski Asset Management, Inc.

49.72K

Jun 30, 26

+107

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

49.59K

Jun 30, 26

+17.95K

0.03%

Diversify Advisory Services, LLC

49.59K

Jun 30, 26

+49.59K

0.03%

Bank of New York Mellon Corp

49.59K

Jun 30, 26

+31.63K

0.03%

Ausdal Financial Partners, Inc.

49.37K

Jun 30, 26

+1.75K

0.03%

Cannon Wealth Management Services, LLC

49.25K

Jun 30, 26

+2.89K

0.03%

Ameritas Advisory Services, LLC

47.62K

Jun 30, 26

+47.62K

0.02%

PRIVATE TRUST CO NA

47.46K

Jun 30, 26

-1.62K

0.02%

Colony Group, LLC

47.12K

Jun 30, 26

+14.25K

0.02%

Apollon Wealth Management, LLC

46.22K

Jun 30, 26

-2.70K

0.02%

Gotham Asset Management, LLC

45.24K

Jun 30, 26

+15.81K

0.02%

Capital Analysts, LLC

43.46K

Jun 30, 26

+26.05K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

42.87K

Jun 30, 26

+6.86K

0.02%

Blueprint Financial Advisors LLC

41.67K

Jun 30, 26

+684

0.02%

Blueprint Investment Partners LLC

41.67K

Jun 30, 26

+465

0.02%

Kestra Investment Management, LLC

41.59K

Jun 30, 26

+9.97K

0.02%

VestGen Advisors, LLC

41.18K

Jun 30, 26

-401

0.02%

Trilogy Capital Inc.

39.97K

Jun 30, 26

+480

0.02%

Alchemi Wealth, LLC

38.69K

Jun 30, 26

+4.29K

0.02%

Trademark Financial Management, LLC

38.00K

Jun 30, 26

+26.30K

0.02%

BARNES PETTEY FINANCIAL ADVISORS, LLC

36.45K

Jun 30, 26

+5.99K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

36.35K

Jun 30, 26

+4.24K

0.02%

M.E. ALLISON & CO., INC.

35.25K

Jun 30, 26

+75

0.02%

Pines Wealth Management, LLC

35.10K

Jun 30, 26

+100

0.02%

IFG Advisory, LLC

35.05K

Jun 30, 26

+35.05K

0.02%

TRUE BLUE FINANCIAL, LLC

34.67K

Jun 30, 26

+4.45K

0.02%

Advisory Services Network, LLC

34.53K

Jun 30, 26

+3.94K

0.02%

UHLMANN PRICE SECURITIES, LLC

34.27K

Jun 30, 26

+2.13K

0.02%

Sigma Planning Corp

34.12K

Jun 30, 26

-2.36K

0.02%

Farther Finance Advisors, LLC

33.99K

Jun 30, 26

+28.15K

0.02%

Balboa Wealth Partners

33.79K

Jun 30, 26

+4.50K

0.02%

Waterfront Wealth Inc.

33.55K

Jun 30, 26

+2.83K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

32.58K

Jun 30, 26

+18.12K

0.02%

DAYMARK WEALTH PARTNERS, LLC

32.04K

Jun 30, 26

+410

0.02%

Lantern Wealth Advisors, LLC

31.10K

Jun 30, 26

-3.74K

0.02%

Burford Brothers, Inc.

30.95K

Jun 30, 26

-2

0.02%

RENAISSANCE TECHNOLOGIES LLC

30.90K

Jun 30, 26

+30.90K

0.02%

RFG Advisory, LLC

30.70K

Jun 30, 26

+8.02K

0.02%

TITLEIST ASSET MANAGEMENT, LLC

29.88K

Jun 30, 26

+10.25K

0.02%

Merited Wealth, LLC

29.29K

Jun 30, 26

-44.68K

0.02%

KMG FIDUCIARY PARTNERS, LLC

28.71K

Jun 30, 26

-369.41K

0.01%

PRINCIPAL SECURITIES, INC.

28.59K

Jun 30, 26

+1.56K

0.01%

Nikulski Financial, Inc.

28.27K

Jun 30, 26

+5.16K

0.01%

Barnes Wealth Management Group, Inc

28.08K

Jun 30, 26

+4.16K

0.01%

Arkadios Wealth Advisors

27.48K

Jun 30, 26

-13.48K

0.01%

Modern Wealth Management, LLC

27.19K

Jun 30, 26

+7.39K

0.01%

Integrity Advisory Solutions, LLC

26.60K

Jun 30, 26

+593

0.01%

CVFG LLC

24.32K

Jun 30, 26

+8.66K

0.01%

Asset One Wealth Management LLC

24.13K

Jun 30, 26

-2.26K

0.01%

Stonebridge Financial Group, LLC

23.59K

Jun 30, 26

+23.59K

0.01%

CAP Partners, LLC

23.48K

Jun 30, 26

+1.46K

0.01%

Snowden Capital Advisors LLC

22.29K

Jun 30, 26

+1.54K

0.01%

Mariner, LLC

22.29K

Jun 30, 26

-262.46K

0.01%

Clearwave Capital, LLC

22.02K

Jun 30, 26

-2.48K

0.01%

AlphaCore Capital LLC

21.97K

Jun 30, 26

-4.27K

0.01%

Gutierrez Wealth Advisory, LLC

21.96K

Jun 30, 26

+221

0.01%

MONEY CONCEPTS CAPITAL CORP

21.86K

Jun 30, 26

+21.86K

0.01%

Capital Planning LLC

21.66K

Jun 30, 26

+6.15K

0.01%

Fearless Solutions, LLC dba Best Invest

21.54K

Jun 30, 26

-5.35K

0.01%

WealthCare Investment Partners, LLC

21.20K

Jun 30, 26

+297

0.01%

Cooper Financial Group

21.08K

Jun 30, 26

+333

0.01%

Tempus Wealth Planning, LLC

20.73K

Jun 30, 26

+1.57K

0.01%

Bridgewealth Advisory Group, LLC

20.47K

Jun 30, 26

-50

0.01%

Western Wealth Management, LLC

20.40K

Jun 30, 26

+3.25K

0.01%

Aurdan Capital Management, LLC

20.30K

Jun 30, 26

+86

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

20.00K

Jun 30, 26

-251.95K

0.01%

GWN SECURITIES INC.

19.64K

Jun 30, 26

+19.64K

0.01%

HighPoint Advisor Group LLC

19.58K

Jun 30, 26

+2.40K

0.01%

MSH Capital Advisors LLC

19.21K

Jun 30, 26

-5.44K

0.01%

McGlone Suttner Wealth Management, Inc.

19.15K

Jun 30, 26

-930

0.01%

Brookwood Investment Group LLC

19.05K

Jun 30, 26

-808

0.01%

Milestone Investment Advisors LLC

18.78K

Jun 30, 26

+711

0.01%

LexAurum Advisors, LLC

18.59K

Jun 30, 26

+643

0.01%

SAGESPRING WEALTH PARTNERS, LLC

18.28K

Jun 30, 26

+2.27K

0.01%

CALTON & ASSOCIATES, INC.

18.13K

Jun 30, 26

-1.89K

0.01%

Security Financial Services, INC.

18.09K

Jun 30, 26

+2.72K

0.01%

Resources Investment Advisors, LLC.

17.92K

Jun 30, 26

+17.92K

0.01%

Freestate Advisors LLC

17.16K

Jun 30, 26

+178

0.01%

Continuum Advisory, LLC

16.92K

Jun 30, 26

+1.34K

0.01%

Wealthcare Advisory Partners LLC

16.68K

Jun 30, 26

+334

0.01%

Gerber Kawasaki Wealth & Investment Management

16.63K

Jun 30, 26

+57

0.01%

Midwest Heritage Bank, FSB

16.51K

Jun 30, 26

+221

0.01%

Vise Technologies, Inc.

16.34K

Jun 30, 26

+16.34K

0.01%

Coppell Advisory Solutions LLC

16.14K

Jun 30, 26

+16.14K

0.01%

Moors & Cabot, Inc.

15.81K

Jun 30, 26

+5.46K

0.01%

CHOREO, LLC

15.66K

Jun 30, 26

+5.85K

0.01%

Geneos Wealth Management Inc.

15.65K

Jun 30, 26

+2.51K

0.01%

Global Financial Private Client, LLC

15.61K

Jun 30, 26

0.01%

Peterson Wealth Advisors, LLC

15.17K

Jun 30, 26

-120

0.01%

Strategic Investment Solutions, Inc. /IL

15.09K

Jun 30, 26

0.01%

Avidian Wealth Solutions, LLC

14.80K

Jun 30, 26

+5.67K

0.01%

IHT Wealth Management, LLC

14.71K

Jun 30, 26

+261

0.01%

Advyzon Investment Management, LLC

14.29K

Jun 30, 26

+1.74K

0.01%

WARNER FINANCIAL, INC

14.08K

Jun 30, 26

+14.08K

0.01%

Summit Global Investments

14.07K

Jun 30, 26

+3.47K

0.01%

Vantus Wealth LLC

13.99K

Jun 30, 26

+13.99K

0.01%

Wealth Management Associates, Inc.

13.64K

Jun 30, 26

+2.66K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

13.53K

Jun 30, 26

+685

0.01%

Meadowbrook Wealth Management, LLC

12.90K

Jun 30, 26

+12.90K

0.01%

Redwood Family Wealth LLC

12.89K

Jun 30, 26

+168

0.01%

Brookstone Capital Management

12.87K

Jun 30, 26

+433

0.01%

Clear Creek Financial Management, LLC

12.76K

Jun 30, 26

+134

0.01%

Lincoln Capital LLC

12.65K

Jun 30, 26

+12.65K

0.01%

Klingman & Associates, LLC

12.38K

Jun 30, 26

0.01%

Investment Planning Advisors, Inc.

12.37K

Jun 30, 26

-962

0.01%

Larson Financial Group LLC

12.31K

Jun 30, 26

0.01%

Stonebridge Financial Group, LLC / MO

12.01K

Jun 30, 26

+794

0.01%

Ashton Thomas Private Wealth, LLC

11.98K

Jun 30, 26

+6.13K

0.01%

Simplicity Wealth,LLC

11.84K

Jun 30, 26

+2.86K

0.01%

Keystone Financial Group

11.82K

Jun 30, 26

+1.81K

0.01%

EverSource Wealth Advisors, LLC

11.62K

Jun 30, 26

0.01%

Ascension Capital Advisors, Inc.

11.61K

Jun 30, 26

0.01%

January Capital Advisors LLC

11.54K

Jun 30, 26

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

11.54K

Jun 30, 26

+11.54K

0.01%

Fourth Dimension Wealth, LLC

11.36K

Jun 30, 26

+1.25K

0.01%

BANK OF MONTREAL /CAN/

11.30K

Jun 30, 26

0.01%

NORTHLAND SECURITIES, INC.

11.16K

Jun 30, 26

-669

0.01%

Carson Advisory Inc.

11.14K

Jun 30, 26

+82

0.01%

Visionary Wealth Advisors

11.14K

Jun 30, 26

+1.45K

0.01%

Tradition Wealth Management, LLC

10.90K

Jun 30, 26

-161

0.01%

Owen LaRue, LLC

10.61K

Jun 30, 26

-9.22K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

10.59K

Jun 30, 26

+10.59K

0.01%

ACT WEALTH MANAGEMENT, LLC

10.48K

Jun 30, 26

+10.48K

0.01%

CoreCap Advisors, LLC

10.37K

Jun 30, 26

-98

0.01%

Financial Perspectives, Inc

10.19K

Jun 30, 26

+1.30K

0.01%

Beacon Financial Advisory LLC

10.02K

Jun 30, 26

-1.46K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

9.97K

Jun 30, 26

0.01%

Cornerstone Wealth Management, LLC

9.84K

Jun 30, 26

-14.33K

0.01%

Kera Capital Partners, Inc.

9.74K

Jun 30, 26

0.01%

Rose Capital Advisors LLC

9.52K

Jun 30, 26

+9.52K

0.00%

Capital International Investors

9.50K

Jun 30, 26

+9.50K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.26K

Jun 30, 26

-29.92K

0.00%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

9.20K

Jun 30, 26

-12.76K

0.00%

First Heartland Consultants, Inc.

9.17K

Jun 30, 26

+747

0.00%

Smith Thornton Advisors LLC

8.97K

Jun 30, 26

0.00%

Financial Strategies Group, Inc.

8.82K

Jun 30, 26

-368

0.00%

Opal Wealth Advisors, LLC

8.71K

Jun 30, 26

-1.40K

0.00%

HighTower Advisors, LLC

8.65K

Jun 30, 26

-2.70K

0.00%

Live Oak Investment Partners

8.56K

Jun 30, 26

0.00%

Equity Wealth Partners, LLC

8.53K

Jun 30, 26

+8.53K

0.00%

OPPENHEIMER & CO INC

7.80K

Jun 30, 26

-639

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

7.76K

Jun 30, 26

+7.76K

0.00%

SMITH, MOORE & CO.

7.71K

Jun 30, 26

+98

0.00%

CWS Financial Advisors, LLC

7.42K

Jun 30, 26

+7.42K

0.00%

Godfrey Financial Associates, Inc.

6.90K

Jun 30, 26

+128

0.00%

EP Wealth Advisors, LLC

6.80K

Jun 30, 26

+6.80K

0.00%

Capital Investment Advisory Services, LLC

6.48K

Jun 30, 26

+2.39K

0.00%

IFP Advisors, Inc

6.34K

Jun 30, 26

+1.96K

0.00%

Cape Investment Advisory, Inc.

6.29K

Jun 30, 26

+6.29K

0.00%

North Star Investment Management Corp.

5.40K

Jun 30, 26

+5.40K

0.00%

AdvisorNet Financial, Inc

4.97K

Jun 30, 26

0.00%

Allied Private Wealth LLC

4.55K

Jun 30, 26

+4.55K

0.00%

TRUST CO OF VERMONT

4.03K

Jun 30, 26

+4.03K

0.00%

Westside Investment Management, Inc.

3.73K

Jun 30, 26

+360

0.00%

Aptus Capital Advisors, LLC

3.59K

Jun 30, 26

-56

0.00%

CX Institutional

2.48K

Jun 30, 26

+2.48K

0.00%

Olistico Wealth, LLC

2.19K

Jun 30, 26

-38

0.00%

AMERIFLEX GROUP, INC.

2.13K

Jun 30, 26

+1.52K

0.00%

HHM Wealth Advisors, LLC

2.13K

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

1.99K

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

1.90K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.69K

Jun 30, 26

+382

0.00%

Colonial Trust Co / SC

1.30K

Jun 30, 26

+1.30K

0.00%

AE Wealth Management LLC

1.27K

Jun 30, 26

-2.08K

0.00%

Dunhill Financial, LLC

1.24K

Jun 30, 26

+1.24K

0.00%

NBC SECURITIES, INC.

1.23K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

1.07K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

700

Jun 30, 26

0.00%

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

635

Jun 30, 26

+635

0.00%

Signature Equity Partners, LLC

517

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

397

Jun 30, 26

+368

0.00%

SRS Capital Advisors, Inc.

309

Jun 30, 26

-291

0.00%

Rossby Financial, LCC

265

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

240

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

214

Jun 30, 26

+214

0.00%

Key FInancial Inc

160

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

-15

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+12

0.00%

Marshall & Sterling Wealth Advisors Inc.

Jun 30, 26

0.00%

Crumly & Associates Inc.

Jun 30, 26

-10.78K

Abound Wealth Management

Jun 30, 26

-64

US BANCORP \DE\

Jun 30, 26

-750

CENTAURUS FINANCIAL, INC.

Jun 30, 26

-11.00K

IFS Group,LLC

Jun 30, 26

-10.10K

Tribridge Partners Financial LLC

Jun 30, 26

-8.52K

Richmond Investment Services, LLC

Jun 30, 26

-21.21K

Independent Advisor Alliance

Jun 30, 26

-39.93K

Allworth Financial LP

Jun 30, 26

-543

Beverly Hills Private Wealth, LLC

Jun 30, 26

-8.22K

FINANCIAL CONSULATE, INC

Jun 30, 26

-16

Financial Life Planners

Jun 30, 26

-134

Sharkey, Howes & Javer

Jun 30, 26

-9.09K

FMR LLC

Jun 30, 26

-643

CWM, LLC

1.13M

Mar 31, 26

+175.84K

0.59%

TruWealth Advisors, LLC

870.24K

Mar 31, 26

+94.37K

0.45%

Sunbelt Securities, Inc.

516.09K

Mar 31, 26

+85.16K

0.27%

ROVIN CAPITAL /UT/ /ADV

56.16K

Dec 31, 25

+3.41K

0.03%

COMERICA BANK

24.57K

Dec 31, 25

+7.10K

0.01%

ORG Partners LLC

14.99K

Dec 31, 25

+5.15K

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-15.64K

FULLCIRCLE WEALTH LLC

135.41K

Sep 30, 25

+4.75K

0.07%

OAK HILL WEALTH ADVISORS, LLC

105.34K

Sep 30, 25

+54.22K

0.05%

Moloney Securities Asset Management, LLC

11.03K

Sep 30, 25

+70

0.01%

Abich Financial Wealth Management LLC

429

Sep 30, 25

+429

0.00%

Financial Advocates Investment Management

Sep 30, 25

-16.98K

Atria Wealth Solutions, Inc.

355.00K

Jun 30, 25

-179.96K

0.19%

AVANTAX ADVISORY SERVICES, INC.

79.13K

Jun 30, 25

+23.25K

0.04%

Wellington Capital Management, Inc.

74.04K

Jun 30, 25

+74.04K

0.04%

Von Berge Wealth Management Group, LLC

63.48K

Jun 30, 25

+19.48K

0.03%

Good Life Advisors, LLC

21.90K

Jun 30, 25

-8.18K

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-834

Blue Investment Partners LLC

Jun 30, 25

-147.01K

Orion Portfolio Solutions, LLC

22.48K

Mar 31, 25

+8.72K

0.01%

WR Wealth Planners, LLC

13.38K

Dec 31, 24

-12.31K

0.01%

RAYMOND JAMES & ASSOCIATES

645.82K

Sep 30, 24

+73.93K

0.34%

Raymond James Financial Services Advisors, Inc.

494.43K

Sep 30, 24

+111.92K

0.26%

RAYMOND JAMES TRUST N.A.

26.15K

Sep 30, 24

+2.36K

0.01%

FinTrust Capital Advisors, LLC

5.69K

Sep 30, 24

+2.69K

0.00%

Pillar Wealth Advisors, LLC

Sep 30, 24

-41.98K

BENJAMIN F. EDWARDS & COMPANY, INC.

220.82K

Jun 30, 24

+43.55K

0.12%

HoyleCohen, LLC

40.14K

Jun 30, 24

-717

0.02%

ICA Group Wealth Management, LLC

1.41K

Jun 30, 24

-2.35K

0.00%

Cetera Advisor Networks LLC

228.17K

Mar 31, 24

+133.53K

0.12%

Cetera Advisors LLC

78.18K

Mar 31, 24

+55.04K

0.04%