Capital Group Municipal Income ETF(CGMU)

$26.82—Stale · unknown old

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Capital Group Municipal Income ETF(CGMU)

NYSE • Last print unknown ago

$26.82—Stale · unknown old

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CGMU(CGMU)

CGMU

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Institutional Ownership

Top 392 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital International Investors	50.13M	Jun 30, 26	+3.41M	21.41%
ENVESTNET ASSET MANAGEMENT INC	13.70M	Jun 30, 26	+859.32K	5.85%
LPL Financial LLC	11.59M	Jun 30, 26	+1.43M	4.95%
MORGAN STANLEY	10.86M	Jun 30, 26	+543.46K	4.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.89M	Jun 30, 26	+1.13M	4.23%
WELLS FARGO & COMPANY/MN	8.67M	Jun 30, 26	+1.15M	3.70%
JONES FINANCIAL COMPANIES LLLP	5.49M	Jun 30, 26	+1.54M	2.35%
Cetera Investment Advisers	5.17M	Jun 30, 26	+296.67K	2.21%
UBS Group AG	4.61M	Jun 30, 26	+233.24K	1.97%
RAYMOND JAMES FINANCIAL INC	3.86M	Jun 30, 26	+1.04M	1.65%
COMMONWEALTH EQUITY SERVICES, LLC	2.93M	Jun 30, 26	-19.04K	1.25%
ADVISOR GROUP HOLDINGS, INC.	2.86M	Jun 30, 26	+542.51K	1.22%
MML INVESTORS SERVICES, LLC	2.48M	Jun 30, 26	+418.23K	1.06%
BANK OF AMERICA CORP /DE/	2.41M	Jun 30, 26	+715.93K	1.03%
STIFEL FINANCIAL CORP	2.23M	Jun 30, 26	+136.49K	0.95%
Cambridge Investment Research Advisors, Inc.	2.16M	Jun 30, 26	+64.58K	0.92%
Capital Group Private Client Services, Inc.	1.95M	Jun 30, 26	+355.10K	0.83%
Blue Chip Partners, LLC	1.59M	Jun 30, 26	-67.19K	0.68%
ROYAL BANK OF CANADA	1.58M	Jun 30, 26	+229.42K	0.68%
GREAT VALLEY ADVISOR GROUP, INC.	1.58M	Jun 30, 26	+95.54K	0.67%
JPMORGAN CHASE & CO	1.53M	Jun 30, 26	+553.41K	0.65%
ASSETMARK, INC	1.39M	Jun 30, 26	+134.25K	0.59%
Venturi Wealth Management, LLC	1.32M	Jun 30, 26	+53.70K	0.56%
Vestmark Advisory Solutions, Inc.	1.31M	Jun 30, 26	-31	0.56%
NATIXIS ADVISORS, L.P.	1.26M	Jun 30, 26	+437.92K	0.54%
Confluence Wealth Services, Inc.	1.17M	Jun 30, 26	+50.58K	0.50%
SEI INVESTMENTS CO	1.15M	Jun 30, 26	+189.03K	0.49%
Beacon Pointe Advisors, LLC	1.09M	Jun 30, 26	+75.77K	0.46%
Capital Analysts, LLC	1.08M	Jun 30, 26	+119.98K	0.46%
Janney Montgomery Scott LLC	946.84K	Jun 30, 26	+147.76K	0.40%
Larson Financial Group LLC	917.99K	Jun 30, 26	+157.61K	0.39%
J. Derek Lewis & Associates Inc.	885.58K	Jun 30, 26	+65.36K	0.38%
TRUIST FINANCIAL CORP	871.30K	Jun 30, 26	+106.06K	0.37%
Aprio Wealth Management, LLC	836.73K	Jun 30, 26	-69.42K	0.36%
Kestra Advisory Services, LLC	748.31K	Jun 30, 26	+140.20K	0.32%
Brinker Capital Investments, LLC	742.30K	Jun 30, 26	+55.19K	0.32%
Private Advisor Group, LLC	722.53K	Jun 30, 26	-186.10K	0.31%
Clear Trail Advisors, LLC	663.36K	Jun 30, 26	+151.17K	0.28%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	582.27K	Jun 30, 26	+22.45K	0.25%
PRINCIPAL SECURITIES, INC.	539.11K	Jun 30, 26	+40.53K	0.23%
EP Wealth Advisors, LLC	516.26K	Jun 30, 26	+21.31K	0.22%
MOSAIC FAMILY WEALTH PARTNERS, LLC	461.04K	Jun 30, 26	+258.28K	0.20%
KESTRA PRIVATE WEALTH SERVICES, LLC	456.01K	Jun 30, 26	+5.88K	0.19%
MB, LEVIS & ASSOCIATES, LLC	422.34K	Jun 30, 26	+26.05K	0.18%
EnRich Financial Partners LLC	415.31K	Jun 30, 26	+9.71K	0.18%
RMR Wealth Builders	414.63K	Jun 30, 26	+29.03K	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	408.20K	Jun 30, 26	+53.67K	0.17%
BENJAMIN EDWARDS INC	404.33K	Jun 30, 26	+69.58K	0.17%
CREATIVE FINANCIAL DESIGNS INC /ADV	402.61K	Jun 30, 26	+273.82K	0.17%
Baird Financial Group, Inc.	387.62K	Jun 30, 26	+48.72K	0.17%
Michael Brady & Co., LLC	382.40K	Jun 30, 26	+86.86K	0.16%
RENAISSANCE TECHNOLOGIES LLC	378.40K	Jun 30, 26	+356.81K	0.16%
Boulder Wealth Advisors, LLC	377.87K	Jun 30, 26	+37.69K	0.16%
Stonebridge Financial Group, LLC	356.63K	Jun 30, 26	+28.88K	0.15%
Per Stirling Capital Management, LLC.	345.57K	Jun 30, 26	+208.76K	0.15%
Envestnet Portfolio Solutions, Inc.	333.86K	Jun 30, 26	+54.27K	0.14%
Hartmann Taylor Wealth Management, LLC	326.55K	Jun 30, 26	--	0.14%
ROBINSON SMITH WEALTH ADVISORS LLC	326.10K	Jun 30, 26	-23.59K	0.14%
NewEdge Advisors, LLC	326.07K	Jun 30, 26	+101.80K	0.14%
Koshinski Asset Management, Inc.	323.54K	Jun 30, 26	+13.56K	0.14%
Jacobi Capital Management LLC	317.92K	Jun 30, 26	-3.24K	0.14%
Alliance Private Wealth, LLC	315.80K	Jun 30, 26	-40.19K	0.13%
McNamara Financial Services, Inc.	305.93K	Jun 30, 26	+46.42K	0.13%
Cannon Financial Strategists, Inc.	305.78K	Jun 30, 26	+156.81K	0.13%
BETO FINANCIAL GROUP, LLC	305.62K	Jun 30, 26	+1.71K	0.13%
New England Capital Financial Advisors LLC	291.29K	Jun 30, 26	+8.53K	0.12%
UBS ASSET MANAGEMENT AMERICAS INC	285.97K	Jun 30, 26	--	0.12%
Gutierrez Wealth Advisory, LLC	271.60K	Jun 30, 26	-41.45K	0.12%
Clarity Asset Management, Inc.	268.76K	Jun 30, 26	+230.34K	0.11%
Copper Harbor Investment Advisors, LLC	264.36K	Jun 30, 26	+264.36K	0.11%
Envision Financial Planning, LLC	263.99K	Jun 30, 26	+21.48K	0.11%
Visionary Wealth Advisors	261.20K	Jun 30, 26	+6.99K	0.11%
Wealthcare Advisory Partners LLC	257.73K	Jun 30, 26	+4.53K	0.11%
VAQUERO PRIVATE WEALTH, LTD	251.47K	Jun 30, 26	+251.47K	0.11%
Ashton Thomas Private Wealth, LLC	247.48K	Jun 30, 26	+15.90K	0.11%
Rockefeller Capital Management L.P.	245.08K	Jun 30, 26	-2.49K	0.10%
SRS Capital Advisors, Inc.	242.50K	Jun 30, 26	+242.35K	0.10%
Summit Financial, LLC	241.48K	Jun 30, 26	-34.30K	0.10%
PARK AVENUE SECURITIES LLC	239.43K	Jun 30, 26	+68.67K	0.10%
VICUS CAPITAL	237.25K	Jun 30, 26	+139.65K	0.10%
Legacy Private Trust Co.	234.09K	Jun 30, 26	+84.88K	0.10%
Cauble & Harre Wealth Management, Inc.	229.44K	Jun 30, 26	+4.71K	0.10%
IMPACTfolio, LLC	224.21K	Jun 30, 26	+12.60K	0.10%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	223.59K	Jun 30, 26	+43.16K	0.10%
Equitable Holdings, Inc.	215.66K	Jun 30, 26	+59.69K	0.09%
PENNEY FINANCIAL, LLC	211.50K	Jun 30, 26	+26.38K	0.09%
Pensionmark Financial Group, LLC	205.43K	Jun 30, 26	+35	0.09%
ARQ WEALTH ADVISORS, LLC	201.03K	Jun 30, 26	+201.03K	0.09%
Modern Wealth Management, LLC	196.85K	Jun 30, 26	+101.97K	0.08%
STEPHENS INC /AR/	196.22K	Jun 30, 26	+82.68K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	195.65K	Jun 30, 26	-385	0.08%
Evergreen Wealth Solutions, LLC	194.71K	Jun 30, 26	+127.24K	0.08%
Cerity Partners LLC	194.34K	Jun 30, 26	+27.71K	0.08%
CULLEN/FROST BANKERS, INC.	193.77K	Jun 30, 26	+29.31K	0.08%
EQ WEALTH ADVISORS, LLC	190.37K	Jun 30, 26	+2.43K	0.08%
Mutual Advisors, LLC	189.78K	Jun 30, 26	+1.72K	0.08%
FIFTH THIRD BANCORP	174.51K	Jun 30, 26	+17.38K	0.07%
Leverty Financial Group, LLC	167.50K	Jun 30, 26	+23.34K	0.07%
Steward Partners Investment Advisory, LLC	165.72K	Jun 30, 26	+7.45K	0.07%
Advyzon Investment Management, LLC	163.88K	Jun 30, 26	+10.93K	0.07%
Landmark Wealth Management, LLC	156.28K	Jun 30, 26	+7.96K	0.07%
Total Clarity Wealth Management, Inc.	155.83K	Jun 30, 26	-23.82K	0.07%
Bank of New York Mellon Corp	155.70K	Jun 30, 26	+54.62K	0.07%
PETREDIS INVESTMENT ADVISORS LLC	154.09K	Jun 30, 26	+128	0.07%
Ameritas Advisory Services, LLC	148.80K	Jun 30, 26	+83.95K	0.06%
AdvisorNet Financial, Inc	147.01K	Jun 30, 26	+10.43K	0.06%
Transamerica Financial Advisors, Inc.	143.23K	Jun 30, 26	+14.21K	0.06%
Trinity Wealth Management, LLC	143.16K	Jun 30, 26	+721	0.06%
Tower Research Capital LLC (TRC)	140.16K	Jun 30, 26	-11.42K	0.06%
Global Retirement Partners, LLC	137.96K	Jun 30, 26	+137.96K	0.06%
Optimus Capital Advisors, LLC	137.51K	Jun 30, 26	+13.63K	0.06%
LongView Wealth Management	136.31K	Jun 30, 26	-2.36K	0.06%
StrongBox Wealth, LLC	133.78K	Jun 30, 26	+21.70K	0.06%
Skyline Advisors, Inc.	132.85K	Jun 30, 26	-31.50K	0.06%
Capital Planning LLC	131.82K	Jun 30, 26	-37.27K	0.06%
Thrive Wealth Management, LLC	129.14K	Jun 30, 26	+5.43K	0.06%
Fortress Wealth Group, LLC	128.24K	Jun 30, 26	+14.56K	0.05%
Gateway Wealth Partners, LLC	126.89K	Jun 30, 26	-23.85K	0.05%
Family Management Corp	126.55K	Jun 30, 26	+68.53K	0.05%
Capital Investment Management, Inc.	125.71K	Jun 30, 26	+20.48K	0.05%
Aurdan Capital Management, LLC	122.42K	Jun 30, 26	+50.64K	0.05%
Beacon Capital Management, Inc.	120.00K	Jun 30, 26	--	0.05%
Platt Wealth Management LLC	117.39K	Jun 30, 26	+4.92K	0.05%
Valmark Advisers, Inc.	117.30K	Jun 30, 26	+20.96K	0.05%
Intrua Financial, LLC	114.75K	Jun 30, 26	+64.63K	0.05%
Cornerstone Wealth Management, LLC	108.49K	Jun 30, 26	+31.61K	0.05%
WNY Asset Management, LLC	108.33K	Jun 30, 26	+1.70K	0.05%
Inspire Advisors, LLC	106.02K	Jun 30, 26	+7.81K	0.05%
Main Line Retirement Advisors, LLC	104.52K	Jun 30, 26	+4.14K	0.04%
Northwest Financial Advisors	103.45K	Jun 30, 26	+25.30K	0.04%
NavPoint Financial, Inc.	102.83K	Jun 30, 26	+6.96K	0.04%
Tempus Wealth Planning, LLC	101.52K	Jun 30, 26	+5.83K	0.04%
Cedar Point Capital Partners, LLC	101.38K	Jun 30, 26	+9.53K	0.04%
Integrated Wealth Concepts LLC	101.33K	Jun 30, 26	+60.47K	0.04%
Sovran Advisors, LLC	97.98K	Jun 30, 26	+12.23K	0.04%
COFG Advisors, LLC	96.24K	Jun 30, 26	+53.46K	0.04%
NOVEM GROUP	95.92K	Jun 30, 26	+26.75K	0.04%
Financial Council Asset Management Inc	95.17K	Jun 30, 26	+10.58K	0.04%
HARBOUR INVESTMENTS, INC.	94.85K	Jun 30, 26	-2.29K	0.04%
GWN SECURITIES INC.	93.70K	Jun 30, 26	+9.92K	0.04%
Snider Financial Group	88.91K	Jun 30, 26	+88.91K	0.04%
Sanctuary Advisors, LLC	88.18K	Jun 30, 26	-91.71K	0.04%
Tribridge Partners Financial LLC	87.89K	Jun 30, 26	+3.42K	0.04%
Freedom Financial Partners LLC	85.16K	Jun 30, 26	-2.60K	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	84.85K	Jun 30, 26	-27.71K	0.04%
Melone Private Wealth, LLC	83.85K	Jun 30, 26	+3.24K	0.04%
WEDBUSH SECURITIES INC	82.10K	Jun 30, 26	+19.01K	0.04%
ST GERMAIN D J CO INC	81.47K	Jun 30, 26	--	0.03%
BARNES PETTEY FINANCIAL ADVISORS, LLC	81.29K	Jun 30, 26	+35.94K	0.03%
McGlone Suttner Wealth Management, Inc.	81.00K	Jun 30, 26	+2.15K	0.03%
Arkadios Wealth Advisors	78.49K	Jun 30, 26	+5.67K	0.03%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	77.40K	Jun 30, 26	+1.72K	0.03%
EverSource Wealth Advisors, LLC	76.26K	Jun 30, 26	+41.34K	0.03%
Simplicity Wealth,LLC	74.85K	Jun 30, 26	+429	0.03%
Interchange Capital Partners, LLC	73.76K	Jun 30, 26	+53.53K	0.03%
Geneos Wealth Management Inc.	70.58K	Jun 30, 26	+4.09K	0.03%
CAPTRUST FINANCIAL ADVISORS	69.69K	Jun 30, 26	+15.11K	0.03%
AA Financial Advisors, LLC	67.34K	Jun 30, 26	+938	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	64.73K	Jun 30, 26	+16	0.03%
QUANTUM FINANCIAL PARTNERS LLC	63.57K	Jun 30, 26	+63.57K	0.03%
Steel Peak Wealth Management LLC	62.68K	Jun 30, 26	-7.76K	0.03%
Entruity Wealth, LLC	61.67K	Jun 30, 26	+18.57K	0.03%
IHT Wealth Management, LLC	60.48K	Jun 30, 26	+60.48K	0.03%
Smith Thornton Advisors LLC	60.21K	Jun 30, 26	--	0.03%
Souders Financial Advisors	58.58K	Jun 30, 26	-980	0.03%
American Financial Advisors, LLC	58.17K	Jun 30, 26	+464	0.02%
Burton Enright Welch	57.97K	Jun 30, 26	+14.38K	0.02%
Western Wealth Management, LLC	57.48K	Jun 30, 26	-2.03K	0.02%
Mariner, LLC	57.12K	Jun 30, 26	-16.64K	0.02%
CALTON & ASSOCIATES, INC.	56.15K	Jun 30, 26	+5.28K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	55.85K	Jun 30, 26	+36.37K	0.02%
Berger Financial Group, Inc	54.03K	Jun 30, 26	+3.65K	0.02%
Belpointe Asset Management LLC	53.55K	Jun 30, 26	+396	0.02%
TrueWealth Advisors, LLC	53.36K	Jun 30, 26	+3.55K	0.02%
J.W. COLE ADVISORS, INC.	52.13K	Jun 30, 26	+52.13K	0.02%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	51.59K	Jun 30, 26	-10.09K	0.02%
SK Wealth Management, LLC	49.03K	Jun 30, 26	-2.68K	0.02%
Indivisible Partners	48.72K	Jun 30, 26	-2.42K	0.02%
Spinnaker Investment Group, LLC	48.54K	Jun 30, 26	-8.45K	0.02%
CITADEL ADVISORS LLC	47.42K	Jun 30, 26	-10.84K	0.02%
Quantinno Capital Management LP	47.13K	Jun 30, 26	+47.13K	0.02%
Armstrong, Fleming & Moore, Inc	46.22K	Jun 30, 26	-2.84K	0.02%
CITIGROUP INC	45.95K	Jun 30, 26	+39.31K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	45.30K	Jun 30, 26	+987	0.02%
Milestone Investment Advisors LLC	45.08K	Jun 30, 26	--	0.02%
Prospera Financial Services Inc	44.20K	Jun 30, 26	-102.41K	0.02%
Intergy Private Wealth, LLC	43.64K	Jun 30, 26	-234	0.02%
Ausdal Financial Partners, Inc.	43.15K	Jun 30, 26	+2.42K	0.02%
Madison Wealth Partners, Inc	41.83K	Jun 30, 26	+53	0.02%
Wood Tarver Financial Group, LLC	41.16K	Jun 30, 26	+5.84K	0.02%
IFG Advisory, LLC	41.03K	Jun 30, 26	+41.03K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	38.94K	Jun 30, 26	+3.42K	0.02%
Meridian Wealth Management, LLC	37.30K	Jun 30, 26	+1.29K	0.02%
PRIVATE TRUST CO NA	37.08K	Jun 30, 26	+7.00K	0.02%
Atlas Private Wealth Advisors	36.90K	Jun 30, 26	+1.84K	0.02%
Lineweaver Wealth Advisors, LLC	36.10K	Jun 30, 26	+4.37K	0.02%
CENTAURUS FINANCIAL, INC.	35.11K	Jun 30, 26	+12.72K	0.01%
VestGen Advisors, LLC	33.07K	Jun 30, 26	+1.94K	0.01%
LifeGoal Wealth Advisors	32.81K	Jun 30, 26	-15.41K	0.01%
Equity Wealth Partners, LLC	32.68K	Jun 30, 26	+32.68K	0.01%
Ascent Group, LLC	32.56K	Jun 30, 26	+2.65K	0.01%
Betterment LLC	31.75K	Jun 30, 26	+1.99K	0.01%
Hanlon Investment Management, Inc.	30.65K	Jun 30, 26	-466	0.01%
GENESIS PRIVATE WEALTH, LLC	30.48K	Jun 30, 26	+10.42K	0.01%
HBW Advisory Services LLC	30.30K	Jun 30, 26	+6.55K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	30.25K	Jun 30, 26	+30.25K	0.01%
Bare Financial Services, Inc	30.15K	Jun 30, 26	--	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	30.09K	Jun 30, 26	+241	0.01%
Duncan Williams Asset Management, LLC	29.87K	Jun 30, 26	-8.60K	0.01%
IFP Advisors, Inc	29.43K	Jun 30, 26	+1.87K	0.01%
RFG - Bristol Wealth Advisors, LLC	29.43K	Jun 30, 26	+2.71K	0.01%
Next Level Wealth Planning, LLC	29.32K	Jun 30, 26	+956	0.01%
HB Wealth Management, LLC	29.10K	Jun 30, 26	+29.10K	0.01%
January Capital Advisors LLC	28.08K	Jun 30, 26	-67	0.01%
Carson Advisory Inc.	27.44K	Jun 30, 26	+7.15K	0.01%
NBC SECURITIES, INC.	27.14K	Jun 30, 26	+4.30K	0.01%
Keystone Financial Group	27.10K	Jun 30, 26	+454	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	27.03K	Jun 30, 26	+12.04K	0.01%
Snowden Capital Advisors LLC	26.78K	Jun 30, 26	+26.78K	0.01%
Greenline Wealth Management LLC	26.42K	Jun 30, 26	+6.84K	0.01%
Sigma Planning Corp	26.42K	Jun 30, 26	+3.29K	0.01%
Peterson Wealth Advisors, LLC	25.96K	Jun 30, 26	-13	0.01%
Bank of Marin	25.93K	Jun 30, 26	--	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	25.45K	Jun 30, 26	+2.05K	0.01%
SITTNER & NELSON, LLC	24.80K	Jun 30, 26	+16.80K	0.01%
Capital Management Associates, Inc	24.61K	Jun 30, 26	+197	0.01%
Advisory Services Network, LLC	24.31K	Jun 30, 26	+18.38K	0.01%
Stratos Wealth Partners, LTD.	24.22K	Jun 30, 26	+2.21K	0.01%
Wealth Group Ltd	23.79K	Jun 30, 26	-2.12K	0.01%
Bill Few Associates, Inc.	23.78K	Jun 30, 26	+4.28K	0.01%
ProCore Advisors, LLC	23.75K	Jun 30, 26	--	0.01%
Kovack Advisors, Inc.	23.64K	Jun 30, 26	+12.50K	0.01%
Sunrise Financial Services, LLC	23.36K	Jun 30, 26	+1.03K	0.01%
SEAMOUNT FINANCIAL GROUP INC	23.30K	Jun 30, 26	+3.84K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	23.15K	Jun 30, 26	-1.80K	0.01%
Concurrent Investment Advisors, LLC	23.01K	Jun 30, 26	+12.27K	0.01%
CAMBRIDGE CAPITAL MANAGEMENT, LLC	22.89K	Jun 30, 26	+22.89K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	21.97K	Jun 30, 26	+7.32K	0.01%
Diversify Advisory Services, LLC	21.97K	Jun 30, 26	+21.97K	0.01%
Merit Financial Group, LLC	21.83K	Jun 30, 26	-323	0.01%
Farther Finance Advisors, LLC	21.83K	Jun 30, 26	+4.03K	0.01%
Roehl & Yi Investment Advisors, LLC	21.51K	Jun 30, 26	+8.99K	0.01%
Family Office Research LLC	21.41K	Jun 30, 26	+21.41K	0.01%
Transcendent Capital Group LLC	20.39K	Jun 30, 26	-107	0.01%
MISSION WEALTH MANAGEMENT, LP	20.22K	Jun 30, 26	+3.50K	0.01%
SAR WEALTH MANAGEMENT GROUP, LLC	20.10K	Jun 30, 26	+160	0.01%
MGO ONE SEVEN LLC	20.07K	Jun 30, 26	-41	0.01%
Avidian Wealth Solutions, LLC	20.00K	Jun 30, 26	--	0.01%
M Wealth Management, LLC	19.76K	Jun 30, 26	+5.26K	0.01%
VICTORY FINANCIAL GROUP, LLC	19.45K	Jun 30, 26	+19.45K	0.01%
Atria Investments, Inc	19.17K	Jun 30, 26	+2.95K	0.01%
Glenview Trust Co	18.98K	Jun 30, 26	--	0.01%
Balboa Wealth Partners	18.66K	Jun 30, 26	+735	0.01%
Savvy Advisors, Inc.	18.65K	Jun 30, 26	+3.38K	0.01%
Sand Hill Global Advisors, LLC	18.64K	Jun 30, 26	+591	0.01%
Synergy Investment Management, LLC	18.40K	Jun 30, 26	-3.50K	0.01%
GATEWAY INVESTMENT ADVISERS LLC	18.26K	Jun 30, 26	--	0.01%
SUCCESSION FINANCIAL, INC.	18.16K	Jun 30, 26	+18.16K	0.01%
Gerber Kawasaki Wealth & Investment Management	18.11K	Jun 30, 26	-1.47K	0.01%
Elequin Securities, LLC	17.86K	Jun 30, 26	-256.43K	0.01%
CLG LLC	17.58K	Jun 30, 26	+1.05K	0.01%
Essential Investment Partners LLC	17.53K	Jun 30, 26	+3.80K	0.01%
Midwest Heritage Bank, FSB	17.40K	Jun 30, 26	+120	0.01%
NWAM LLC	17.33K	Jun 30, 26	+869	0.01%
Allworth Financial LP	17.26K	Jun 30, 26	-1.77K	0.01%
Pinnacle Financial Partners, Inc.	17.16K	Jun 30, 26	+3.72K	0.01%
First Heartland Consultants, Inc.	17.11K	Jun 30, 26	-603	0.01%
BlackRock, Inc.	16.99K	Jun 30, 26	+16.99K	0.01%
Maia Wealth LLC	16.71K	Jun 30, 26	-10.76K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	16.58K	Jun 30, 26	-3.64K	0.01%
MSH Capital Advisors LLC	16.45K	Jun 30, 26	+4.62K	0.01%
United Advisor Group, LLC	16.29K	Jun 30, 26	+761	0.01%
PFG Advisors	16.27K	Jun 30, 26	+2.38K	0.01%
Kingsview Wealth Management, LLC	16.11K	Jun 30, 26	-1.60K	0.01%
Spectrum Investment Advisors, Inc.	15.98K	Jun 30, 26	+15.98K	0.01%
Stonebridge Financial Group, LLC / MO	15.95K	Jun 30, 26	+7.50K	0.01%
HighTower Advisors, LLC	15.68K	Jun 30, 26	+2.96K	0.01%
Frazier Financial Advisors, LLC	15.53K	Jun 30, 26	-690	0.01%
DAVENPORT & Co LLC	15.29K	Jun 30, 26	+525	0.01%
PERSPECTIVE WEALTH ADVISORS LLC	15.29K	Jun 30, 26	+15.29K	0.01%
Vigil Wealth Management, LLC	15.08K	Jun 30, 26	+15.08K	0.01%
AMERIPRISE FINANCIAL INC	13.98K	Jun 30, 26	+1.56K	0.01%
CGN Advisors LLC	13.78K	Jun 30, 26	+2.65K	0.01%
OLD MISSION CAPITAL LLC	13.56K	Jun 30, 26	-74.90K	0.01%
Johnson Bixby & Associates, LLC	13.30K	Jun 30, 26	--	0.01%
KWB Wealth	13.18K	Jun 30, 26	-24.35K	0.01%
Bleakley Financial Group, LLC	13.05K	Jun 30, 26	--	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	11.99K	Jun 30, 26	-1.39K	0.01%
ADAMSBROWN WEALTH CONSULTANTS LLC	11.69K	Jun 30, 26	-3.57K	0.00%
DiPaolo Financial Group, Inc.	11.50K	Jun 30, 26	--	0.00%
DeDora Capital, Inc.	11.47K	Jun 30, 26	+1.47K	0.00%
Vantus Wealth LLC	11.32K	Jun 30, 26	+11.32K	0.00%
Ballew Advisors, Inc	11.24K	Jun 30, 26	+700	0.00%
Jones Kertz & Associates, Inc.	11.05K	Jun 30, 26	+109	0.00%
Lodestone Wealth Management LLC	11.00K	Jun 30, 26	-949	0.00%
Lakeridge Wealth Management LLC	10.92K	Jun 30, 26	--	0.00%
ADVISORTRUST PARTNERS, LLC	10.85K	Jun 30, 26	+1.46K	0.00%
Latitude Advisors, LLC	10.60K	Jun 30, 26	+10.60K	0.00%
GeoWealth Management, LLC	10.39K	Jun 30, 26	+10	0.00%
Burford Brothers, Inc.	10.20K	Jun 30, 26	--	0.00%
Ambassador Advisors, LLC	10.06K	Jun 30, 26	+10.06K	0.00%
Gladstone Institutional Advisory LLC	10.05K	Jun 30, 26	+10.05K	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	10.04K	Jun 30, 26	--	0.00%
Retirement Planning Group	9.51K	Jun 30, 26	+9.51K	0.00%
Vise Technologies, Inc.	9.49K	Jun 30, 26	+9.49K	0.00%
D.A. DAVIDSON & CO.	9.41K	Jun 30, 26	-19.61K	0.00%
Stratos Wealth Advisors, LLC	9.37K	Jun 30, 26	+171	0.00%
Compass Ion Advisors, LLC	9.16K	Jun 30, 26	--	0.00%
Strategic Blueprint, LLC	9.07K	Jun 30, 26	--	0.00%
RICHARDS, MERRILL & PETERSON, INC.	8.93K	Jun 30, 26	--	0.00%
Charter Capital Management, LLC\DE	8.89K	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	8.83K	Jun 30, 26	-639.02K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	8.40K	Jun 30, 26	+17	0.00%
CWS Financial Advisors, LLC	8.35K	Jun 30, 26	+18	0.00%
Waverly Advisors, LLC	8.32K	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	8.03K	Jun 30, 26	+574	0.00%
Good Harbor Advisors, Inc.	8.00K	Jun 30, 26	--	0.00%
Affiance Financial, LLC	7.99K	Jun 30, 26	+7.99K	0.00%
UHLMANN PRICE SECURITIES, LLC	7.80K	Jun 30, 26	+7.80K	0.00%
LANGLEY WEALTH MANAGEMENT, LLC	7.71K	Jun 30, 26	+7.71K	0.00%
Capital Asset Advisory Services LLC	7.67K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	7.50K	Jun 30, 26	+7.50K	0.00%
Financial Perspectives, Inc	7.44K	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	7.22K	Jun 30, 26	--	0.00%
ENTRUST FINANCIAL LLC	6.05K	Jun 30, 26	+48	0.00%
US BANCORP \DE\	5.00K	Jun 30, 26	+1.81K	0.00%
AE Wealth Management LLC	3.81K	Jun 30, 26	-7	0.00%
Golden State Wealth Management, LLC	3.45K	Jun 30, 26	--	0.00%
MOTCO	3.16K	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	2.30K	Jun 30, 26	--	0.00%
Wellington Grp LLC	2.13K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	1.86K	Jun 30, 26	-106	0.00%
AMERIFLEX GROUP, INC.	1.84K	Jun 30, 26	+723	0.00%
Harborfront Financial Group LLC	1.66K	Jun 30, 26	+1.66K	0.00%
Rosenberg Matthew Hamilton	1.63K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.63K	Jun 30, 26	+1.44K	0.00%
Spire Wealth Management	1.23K	Jun 30, 26	--	0.00%
Nvest Wealth Strategies, Inc.	1.16K	Jun 30, 26	+180	0.00%
FMR LLC	1.10K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.04K	Jun 30, 26	+908	0.00%
Continuum Advisory, LLC	704	Jun 30, 26	+704	0.00%
Clark Wealth Partners	637	Jun 30, 26	-244	0.00%
FIDUCIARY FINANCIAL ADVISORS	328	Jun 30, 26	+328	0.00%
JNBA Financial Advisors	324	Jun 30, 26	+1	0.00%
BARRETT & COMPANY, INC.	300	Jun 30, 26	--	0.00%
CX Institutional	284	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	195	Jun 30, 26	--	0.00%
Key FInancial Inc	86	Jun 30, 26	+86	0.00%
DHJJ Financial Advisors, Ltd.	60	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	--	Jun 30, 26	-466	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-25.80K	--
MAI Capital Management	--	Jun 30, 26	-1.98K	--
Saxony Capital Management, LLC	--	Jun 30, 26	-7.42K	--
Mayflower Financial Advisors, LLC	--	Jun 30, 26	-7.95K	--
CONTINENTAL INVESTORS SERVICES, INC.	--	Jun 30, 26	-20.52K	--
Root Financial Partners, LLC	--	Jun 30, 26	-3.76K	--
Royal Harbor Partners, LLC	--	Jun 30, 26	-453.28K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-11.58K	--
Independent Advisor Alliance	--	Jun 30, 26	-122.71K	--
Colony Group, LLC	--	Jun 30, 26	-14.85K	--
FIG FINANCIAL ADVISORY SERVICES INC /ADV	--	Jun 30, 26	-101.65K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-11.88K	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-805	--
Fi3 FINANCIAL ADVISORS, LLC	--	Jun 30, 26	-50.19K	--
U.S. Capital Wealth Advisors, LLC	230.60K	Mar 31, 26	+10.31K	0.10%
CWM, LLC	97.20K	Mar 31, 26	+28.30K	0.04%
Capital Planning Advisors, LLC	25.93K	Mar 31, 26	--	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	20.20K	Mar 31, 26	-850	0.01%
Sunbelt Securities, Inc.	1.14K	Mar 31, 26	-1.23K	0.00%
CAPITAL INSIGHT PARTNERS, LLC	479.15K	Dec 31, 25	-26.61K	0.20%
COMERICA BANK	129.57K	Dec 31, 25	+29.61K	0.06%
CIBC Private Wealth Group, LLC	2.12K	Dec 31, 25	--	0.00%
OAK HILL WEALTH ADVISORS, LLC	94.49K	Sep 30, 25	+23.70K	0.04%
Financial Advocates Investment Management	--	Sep 30, 25	-13.20K	--
Atria Wealth Solutions, Inc.	192.29K	Jun 30, 25	-64.81K	0.08%
AVANTAX ADVISORY SERVICES, INC.	97.50K	Jun 30, 25	+30.95K	0.04%
Congress Wealth Management LLC / DE /	17.19K	Jun 30, 25	-3.90K	0.01%
First Horizon Advisors, Inc.	3.71K	Jun 30, 25	-724	0.00%
Iron Horse Wealth Management, LLC	142	Jun 30, 25	+142	0.00%
Orion Portfolio Solutions, LLC	525.93K	Mar 31, 25	+89.11K	0.22%
Riggs Capital Management LLC	8.79K	Dec 31, 24	+8.79K	0.00%
WR Wealth Planners, LLC	3.64K	Dec 31, 24	-3.87K	0.00%
WINTRUST INVESTMENTS LLC	3.56K	Dec 31, 24	+427	0.00%
RAYMOND JAMES & ASSOCIATES	148.17K	Sep 30, 24	+24.60K	0.06%
Raymond James Financial Services Advisors, Inc.	101.21K	Sep 30, 24	+42.97K	0.04%
Aspire Wealth Management Corp	20.09K	Sep 30, 24	-2.98K	0.01%
Pillar Wealth Advisors, LLC	17.21K	Sep 30, 24	-185.06K	0.01%
FinTrust Capital Advisors, LLC	8.78K	Sep 30, 24	+8.78K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	111.62K	Jun 30, 24	+22.43K	0.05%
ICA Group Wealth Management, LLC	3.91K	Jun 30, 24	+2.25K	0.00%
Cetera Advisors LLC	293.11K	Mar 31, 24	+102.11K	0.13%
Cetera Advisor Networks LLC	213.35K	Mar 31, 24	+38.19K	0.09%

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Holder

Date

Change

% Held

Capital International Investors

50.13M

Jun 30, 26

+3.41M

21.41%

ENVESTNET ASSET MANAGEMENT INC

13.70M

Jun 30, 26

+859.32K

5.85%

LPL Financial LLC

11.59M

Jun 30, 26

+1.43M

4.95%

MORGAN STANLEY

10.86M

Jun 30, 26

+543.46K

4.64%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.89M

Jun 30, 26

+1.13M

4.23%

WELLS FARGO & COMPANY/MN

8.67M

Jun 30, 26

+1.15M

3.70%

JONES FINANCIAL COMPANIES LLLP

5.49M

Jun 30, 26

+1.54M

2.35%

Cetera Investment Advisers

5.17M

Jun 30, 26

+296.67K

2.21%

UBS Group AG

4.61M

Jun 30, 26

+233.24K

1.97%

RAYMOND JAMES FINANCIAL INC

3.86M

Jun 30, 26

+1.04M

1.65%

COMMONWEALTH EQUITY SERVICES, LLC

2.93M

Jun 30, 26

-19.04K

1.25%

ADVISOR GROUP HOLDINGS, INC.

2.86M

Jun 30, 26

+542.51K

1.22%

MML INVESTORS SERVICES, LLC

2.48M

Jun 30, 26

+418.23K

1.06%

BANK OF AMERICA CORP /DE/

2.41M

Jun 30, 26

+715.93K

1.03%

STIFEL FINANCIAL CORP

2.23M

Jun 30, 26

+136.49K

0.95%

Cambridge Investment Research Advisors, Inc.

2.16M

Jun 30, 26

+64.58K

0.92%

Capital Group Private Client Services, Inc.

1.95M

Jun 30, 26

+355.10K

0.83%

Blue Chip Partners, LLC

1.59M

Jun 30, 26

-67.19K

0.68%

ROYAL BANK OF CANADA

1.58M

Jun 30, 26

+229.42K

0.68%

GREAT VALLEY ADVISOR GROUP, INC.

1.58M

Jun 30, 26

+95.54K

0.67%

JPMORGAN CHASE & CO

1.53M

Jun 30, 26

+553.41K

0.65%

ASSETMARK, INC

1.39M

Jun 30, 26

+134.25K

0.59%

Venturi Wealth Management, LLC

1.32M

Jun 30, 26

+53.70K

0.56%

Vestmark Advisory Solutions, Inc.

1.31M

Jun 30, 26

-31

0.56%

NATIXIS ADVISORS, L.P.

1.26M

Jun 30, 26

+437.92K

0.54%

Confluence Wealth Services, Inc.

1.17M

Jun 30, 26

+50.58K

0.50%

SEI INVESTMENTS CO

1.15M

Jun 30, 26

+189.03K

0.49%

Beacon Pointe Advisors, LLC

1.09M

Jun 30, 26

+75.77K

0.46%

Capital Analysts, LLC

1.08M

Jun 30, 26

+119.98K

0.46%

Janney Montgomery Scott LLC

946.84K

Jun 30, 26

+147.76K

0.40%

Larson Financial Group LLC

917.99K

Jun 30, 26

+157.61K

0.39%

J. Derek Lewis & Associates Inc.

885.58K

Jun 30, 26

+65.36K

0.38%

TRUIST FINANCIAL CORP

871.30K

Jun 30, 26

+106.06K

0.37%

Aprio Wealth Management, LLC

836.73K

Jun 30, 26

-69.42K

0.36%

Kestra Advisory Services, LLC

748.31K

Jun 30, 26

+140.20K

0.32%

Brinker Capital Investments, LLC

742.30K

Jun 30, 26

+55.19K

0.32%

Private Advisor Group, LLC

722.53K

Jun 30, 26

-186.10K

0.31%

Clear Trail Advisors, LLC

663.36K

Jun 30, 26

+151.17K

0.28%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

582.27K

Jun 30, 26

+22.45K

0.25%

PRINCIPAL SECURITIES, INC.

539.11K

Jun 30, 26

+40.53K

0.23%

EP Wealth Advisors, LLC

516.26K

Jun 30, 26

+21.31K

0.22%

MOSAIC FAMILY WEALTH PARTNERS, LLC

461.04K

Jun 30, 26

+258.28K

0.20%

KESTRA PRIVATE WEALTH SERVICES, LLC

456.01K

Jun 30, 26

+5.88K

0.19%

MB, LEVIS & ASSOCIATES, LLC

422.34K

Jun 30, 26

+26.05K

0.18%

EnRich Financial Partners LLC

415.31K

Jun 30, 26

+9.71K

0.18%

RMR Wealth Builders

414.63K

Jun 30, 26

+29.03K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

408.20K

Jun 30, 26

+53.67K

0.17%

BENJAMIN EDWARDS INC

404.33K

Jun 30, 26

+69.58K

0.17%

CREATIVE FINANCIAL DESIGNS INC /ADV

402.61K

Jun 30, 26

+273.82K

0.17%

Baird Financial Group, Inc.

387.62K

Jun 30, 26

+48.72K

0.17%

Michael Brady & Co., LLC

382.40K

Jun 30, 26

+86.86K

0.16%

RENAISSANCE TECHNOLOGIES LLC

378.40K

Jun 30, 26

+356.81K

0.16%

Boulder Wealth Advisors, LLC

377.87K

Jun 30, 26

+37.69K

0.16%

Stonebridge Financial Group, LLC

356.63K

Jun 30, 26

+28.88K

0.15%

Per Stirling Capital Management, LLC.

345.57K

Jun 30, 26

+208.76K

0.15%

Envestnet Portfolio Solutions, Inc.

333.86K

Jun 30, 26

+54.27K

0.14%

Hartmann Taylor Wealth Management, LLC

326.55K

Jun 30, 26

0.14%

ROBINSON SMITH WEALTH ADVISORS LLC

326.10K

Jun 30, 26

-23.59K

0.14%

NewEdge Advisors, LLC

326.07K

Jun 30, 26

+101.80K

0.14%

Koshinski Asset Management, Inc.

323.54K

Jun 30, 26

+13.56K

0.14%

Jacobi Capital Management LLC

317.92K

Jun 30, 26

-3.24K

0.14%

Alliance Private Wealth, LLC

315.80K

Jun 30, 26

-40.19K

0.13%

McNamara Financial Services, Inc.

305.93K

Jun 30, 26

+46.42K

0.13%

Cannon Financial Strategists, Inc.

305.78K

Jun 30, 26

+156.81K

0.13%

BETO FINANCIAL GROUP, LLC

305.62K

Jun 30, 26

+1.71K

0.13%

New England Capital Financial Advisors LLC

291.29K

Jun 30, 26

+8.53K

0.12%

UBS ASSET MANAGEMENT AMERICAS INC

285.97K

Jun 30, 26

0.12%

Gutierrez Wealth Advisory, LLC

271.60K

Jun 30, 26

-41.45K

0.12%

Clarity Asset Management, Inc.

268.76K

Jun 30, 26

+230.34K

0.11%

Copper Harbor Investment Advisors, LLC

264.36K

Jun 30, 26

+264.36K

0.11%

Envision Financial Planning, LLC

263.99K

Jun 30, 26

+21.48K

0.11%

Visionary Wealth Advisors

261.20K

Jun 30, 26

+6.99K

0.11%

Wealthcare Advisory Partners LLC

257.73K

Jun 30, 26

+4.53K

0.11%

VAQUERO PRIVATE WEALTH, LTD

251.47K

Jun 30, 26

+251.47K

0.11%

Ashton Thomas Private Wealth, LLC

247.48K

Jun 30, 26

+15.90K

0.11%

Rockefeller Capital Management L.P.

245.08K

Jun 30, 26

-2.49K

0.10%

SRS Capital Advisors, Inc.

242.50K

Jun 30, 26

+242.35K

0.10%

Summit Financial, LLC

241.48K

Jun 30, 26

-34.30K

0.10%

PARK AVENUE SECURITIES LLC

239.43K

Jun 30, 26

+68.67K

0.10%

VICUS CAPITAL

237.25K

Jun 30, 26

+139.65K

0.10%

Legacy Private Trust Co.

234.09K

Jun 30, 26

+84.88K

0.10%

Cauble & Harre Wealth Management, Inc.

229.44K

Jun 30, 26

+4.71K

0.10%

IMPACTfolio, LLC

224.21K

Jun 30, 26

+12.60K

0.10%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

223.59K

Jun 30, 26

+43.16K

0.10%

Equitable Holdings, Inc.

215.66K

Jun 30, 26

+59.69K

0.09%

PENNEY FINANCIAL, LLC

211.50K

Jun 30, 26

+26.38K

0.09%

Pensionmark Financial Group, LLC

205.43K

Jun 30, 26

+35

0.09%

ARQ WEALTH ADVISORS, LLC

201.03K

Jun 30, 26

+201.03K

0.09%

Modern Wealth Management, LLC

196.85K

Jun 30, 26

+101.97K

0.08%

STEPHENS INC /AR/

196.22K

Jun 30, 26

+82.68K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

195.65K

Jun 30, 26

-385

0.08%

Evergreen Wealth Solutions, LLC

194.71K

Jun 30, 26

+127.24K

0.08%

Cerity Partners LLC

194.34K

Jun 30, 26

+27.71K

0.08%

CULLEN/FROST BANKERS, INC.

193.77K

Jun 30, 26

+29.31K

0.08%

EQ WEALTH ADVISORS, LLC

190.37K

Jun 30, 26

+2.43K

0.08%

Mutual Advisors, LLC

189.78K

Jun 30, 26

+1.72K

0.08%

FIFTH THIRD BANCORP

174.51K

Jun 30, 26

+17.38K

0.07%

Leverty Financial Group, LLC

167.50K

Jun 30, 26

+23.34K

0.07%

Steward Partners Investment Advisory, LLC

165.72K

Jun 30, 26

+7.45K

0.07%

Advyzon Investment Management, LLC

163.88K

Jun 30, 26

+10.93K

0.07%

Landmark Wealth Management, LLC

156.28K

Jun 30, 26

+7.96K

0.07%

Total Clarity Wealth Management, Inc.

155.83K

Jun 30, 26

-23.82K

0.07%

Bank of New York Mellon Corp

155.70K

Jun 30, 26

+54.62K

0.07%

PETREDIS INVESTMENT ADVISORS LLC

154.09K

Jun 30, 26

+128

0.07%

Ameritas Advisory Services, LLC

148.80K

Jun 30, 26

+83.95K

0.06%

AdvisorNet Financial, Inc

147.01K

Jun 30, 26

+10.43K

0.06%

Transamerica Financial Advisors, Inc.

143.23K

Jun 30, 26

+14.21K

0.06%

Trinity Wealth Management, LLC

143.16K

Jun 30, 26

+721

0.06%

Tower Research Capital LLC (TRC)

140.16K

Jun 30, 26

-11.42K

0.06%

Global Retirement Partners, LLC

137.96K

Jun 30, 26

+137.96K

0.06%

Optimus Capital Advisors, LLC

137.51K

Jun 30, 26

+13.63K

0.06%

LongView Wealth Management

136.31K

Jun 30, 26

-2.36K

0.06%

StrongBox Wealth, LLC

133.78K

Jun 30, 26

+21.70K

0.06%

Skyline Advisors, Inc.

132.85K

Jun 30, 26

-31.50K

0.06%

Capital Planning LLC

131.82K

Jun 30, 26

-37.27K

0.06%

Thrive Wealth Management, LLC

129.14K

Jun 30, 26

+5.43K

0.06%

Fortress Wealth Group, LLC

128.24K

Jun 30, 26

+14.56K

0.05%

Gateway Wealth Partners, LLC

126.89K

Jun 30, 26

-23.85K

0.05%

Family Management Corp

126.55K

Jun 30, 26

+68.53K

0.05%

Capital Investment Management, Inc.

125.71K

Jun 30, 26

+20.48K

0.05%

Aurdan Capital Management, LLC

122.42K

Jun 30, 26

+50.64K

0.05%

Beacon Capital Management, Inc.

120.00K

Jun 30, 26

0.05%

Platt Wealth Management LLC

117.39K

Jun 30, 26

+4.92K

0.05%

Valmark Advisers, Inc.

117.30K

Jun 30, 26

+20.96K

0.05%

Intrua Financial, LLC

114.75K

Jun 30, 26

+64.63K

0.05%

Cornerstone Wealth Management, LLC

108.49K

Jun 30, 26

+31.61K

0.05%

WNY Asset Management, LLC

108.33K

Jun 30, 26

+1.70K

0.05%

Inspire Advisors, LLC

106.02K

Jun 30, 26

+7.81K

0.05%

Main Line Retirement Advisors, LLC

104.52K

Jun 30, 26

+4.14K

0.04%

Northwest Financial Advisors

103.45K

Jun 30, 26

+25.30K

0.04%

NavPoint Financial, Inc.

102.83K

Jun 30, 26

+6.96K

0.04%

Tempus Wealth Planning, LLC

101.52K

Jun 30, 26

+5.83K

0.04%

Cedar Point Capital Partners, LLC

101.38K

Jun 30, 26

+9.53K

0.04%

Integrated Wealth Concepts LLC

101.33K

Jun 30, 26

+60.47K

0.04%

Sovran Advisors, LLC

97.98K

Jun 30, 26

+12.23K

0.04%

COFG Advisors, LLC

96.24K

Jun 30, 26

+53.46K

0.04%

NOVEM GROUP

95.92K

Jun 30, 26

+26.75K

0.04%

Financial Council Asset Management Inc

95.17K

Jun 30, 26

+10.58K

0.04%

HARBOUR INVESTMENTS, INC.

94.85K

Jun 30, 26

-2.29K

0.04%

GWN SECURITIES INC.

93.70K

Jun 30, 26

+9.92K

0.04%

Snider Financial Group

88.91K

Jun 30, 26

+88.91K

0.04%

Sanctuary Advisors, LLC

88.18K

Jun 30, 26

-91.71K

0.04%

Tribridge Partners Financial LLC

87.89K

Jun 30, 26

+3.42K

0.04%

Freedom Financial Partners LLC

85.16K

Jun 30, 26

-2.60K

0.04%

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

84.85K

Jun 30, 26

-27.71K

0.04%

Melone Private Wealth, LLC

83.85K

Jun 30, 26

+3.24K

0.04%

WEDBUSH SECURITIES INC

82.10K

Jun 30, 26

+19.01K

0.04%

ST GERMAIN D J CO INC

81.47K

Jun 30, 26

0.03%

BARNES PETTEY FINANCIAL ADVISORS, LLC

81.29K

Jun 30, 26

+35.94K

0.03%

McGlone Suttner Wealth Management, Inc.

81.00K

Jun 30, 26

+2.15K

0.03%

Arkadios Wealth Advisors

78.49K

Jun 30, 26

+5.67K

0.03%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

77.40K

Jun 30, 26

+1.72K

0.03%

EverSource Wealth Advisors, LLC

76.26K

Jun 30, 26

+41.34K

0.03%

Simplicity Wealth,LLC

74.85K

Jun 30, 26

+429

0.03%

Interchange Capital Partners, LLC

73.76K

Jun 30, 26

+53.53K

0.03%

Geneos Wealth Management Inc.

70.58K

Jun 30, 26

+4.09K

0.03%

CAPTRUST FINANCIAL ADVISORS

69.69K

Jun 30, 26

+15.11K

0.03%

AA Financial Advisors, LLC

67.34K

Jun 30, 26

+938

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

64.73K

Jun 30, 26

+16

0.03%

QUANTUM FINANCIAL PARTNERS LLC

63.57K

Jun 30, 26

+63.57K

0.03%

Steel Peak Wealth Management LLC

62.68K

Jun 30, 26

-7.76K

0.03%

Entruity Wealth, LLC

61.67K

Jun 30, 26

+18.57K

0.03%

IHT Wealth Management, LLC

60.48K

Jun 30, 26

+60.48K

0.03%

Smith Thornton Advisors LLC

60.21K

Jun 30, 26

0.03%

Souders Financial Advisors

58.58K

Jun 30, 26

-980

0.03%

American Financial Advisors, LLC

58.17K

Jun 30, 26

+464

0.02%

Burton Enright Welch

57.97K

Jun 30, 26

+14.38K

0.02%

Western Wealth Management, LLC

57.48K

Jun 30, 26

-2.03K

0.02%

Mariner, LLC

57.12K

Jun 30, 26

-16.64K

0.02%

CALTON & ASSOCIATES, INC.

56.15K

Jun 30, 26

+5.28K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

55.85K

Jun 30, 26

+36.37K

0.02%

Berger Financial Group, Inc

54.03K

Jun 30, 26

+3.65K

0.02%

Belpointe Asset Management LLC

53.55K

Jun 30, 26

+396

0.02%

TrueWealth Advisors, LLC

53.36K

Jun 30, 26

+3.55K

0.02%

J.W. COLE ADVISORS, INC.

52.13K

Jun 30, 26

+52.13K

0.02%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

51.59K

Jun 30, 26

-10.09K

0.02%

SK Wealth Management, LLC

49.03K

Jun 30, 26

-2.68K

0.02%

Indivisible Partners

48.72K

Jun 30, 26

-2.42K

0.02%

Spinnaker Investment Group, LLC

48.54K

Jun 30, 26

-8.45K

0.02%

CITADEL ADVISORS LLC

47.42K

Jun 30, 26

-10.84K

0.02%

Quantinno Capital Management LP

47.13K

Jun 30, 26

+47.13K

0.02%

Armstrong, Fleming & Moore, Inc

46.22K

Jun 30, 26

-2.84K

0.02%

CITIGROUP INC

45.95K

Jun 30, 26

+39.31K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

45.30K

Jun 30, 26

+987

0.02%

Milestone Investment Advisors LLC

45.08K

Jun 30, 26

0.02%

Prospera Financial Services Inc

44.20K

Jun 30, 26

-102.41K

0.02%

Intergy Private Wealth, LLC

43.64K

Jun 30, 26

-234

0.02%

Ausdal Financial Partners, Inc.

43.15K

Jun 30, 26

+2.42K

0.02%

Madison Wealth Partners, Inc

41.83K

Jun 30, 26

+53

0.02%

Wood Tarver Financial Group, LLC

41.16K

Jun 30, 26

+5.84K

0.02%

IFG Advisory, LLC

41.03K

Jun 30, 26

+41.03K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

38.94K

Jun 30, 26

+3.42K

0.02%

Meridian Wealth Management, LLC

37.30K

Jun 30, 26

+1.29K

0.02%

PRIVATE TRUST CO NA

37.08K

Jun 30, 26

+7.00K

0.02%

Atlas Private Wealth Advisors

36.90K

Jun 30, 26

+1.84K

0.02%

Lineweaver Wealth Advisors, LLC

36.10K

Jun 30, 26

+4.37K

0.02%

CENTAURUS FINANCIAL, INC.

35.11K

Jun 30, 26

+12.72K

0.01%

VestGen Advisors, LLC

33.07K

Jun 30, 26

+1.94K

0.01%

LifeGoal Wealth Advisors

32.81K

Jun 30, 26

-15.41K

0.01%

Equity Wealth Partners, LLC

32.68K

Jun 30, 26

+32.68K

0.01%

Ascent Group, LLC

32.56K

Jun 30, 26

+2.65K

0.01%

Betterment LLC

31.75K

Jun 30, 26

+1.99K

0.01%

Hanlon Investment Management, Inc.

30.65K

Jun 30, 26

-466

0.01%

GENESIS PRIVATE WEALTH, LLC

30.48K

Jun 30, 26

+10.42K

0.01%

HBW Advisory Services LLC

30.30K

Jun 30, 26

+6.55K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

30.25K

Jun 30, 26

+30.25K

0.01%

Bare Financial Services, Inc

30.15K

Jun 30, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

30.09K

Jun 30, 26

+241

0.01%

Duncan Williams Asset Management, LLC

29.87K

Jun 30, 26

-8.60K

0.01%

IFP Advisors, Inc

29.43K

Jun 30, 26

+1.87K

0.01%

RFG - Bristol Wealth Advisors, LLC

29.43K

Jun 30, 26

+2.71K

0.01%

Next Level Wealth Planning, LLC

29.32K

Jun 30, 26

+956

0.01%

HB Wealth Management, LLC

29.10K

Jun 30, 26

+29.10K

0.01%

January Capital Advisors LLC

28.08K

Jun 30, 26

-67

0.01%

Carson Advisory Inc.

27.44K

Jun 30, 26

+7.15K

0.01%

NBC SECURITIES, INC.

27.14K

Jun 30, 26

+4.30K

0.01%

Keystone Financial Group

27.10K

Jun 30, 26

+454

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

27.03K

Jun 30, 26

+12.04K

0.01%

Snowden Capital Advisors LLC

26.78K

Jun 30, 26

+26.78K

0.01%

Greenline Wealth Management LLC

26.42K

Jun 30, 26

+6.84K

0.01%

Sigma Planning Corp

26.42K

Jun 30, 26

+3.29K

0.01%

Peterson Wealth Advisors, LLC

25.96K

Jun 30, 26

-13

0.01%

Bank of Marin

25.93K

Jun 30, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

25.45K

Jun 30, 26

+2.05K

0.01%

SITTNER & NELSON, LLC

24.80K

Jun 30, 26

+16.80K

0.01%

Capital Management Associates, Inc

24.61K

Jun 30, 26

+197

0.01%

Advisory Services Network, LLC

24.31K

Jun 30, 26

+18.38K

0.01%

Stratos Wealth Partners, LTD.

24.22K

Jun 30, 26

+2.21K

0.01%

Wealth Group Ltd

23.79K

Jun 30, 26

-2.12K

0.01%

Bill Few Associates, Inc.

23.78K

Jun 30, 26

+4.28K

0.01%

ProCore Advisors, LLC

23.75K

Jun 30, 26

0.01%

Kovack Advisors, Inc.

23.64K

Jun 30, 26

+12.50K

0.01%

Sunrise Financial Services, LLC

23.36K

Jun 30, 26

+1.03K

0.01%

SEAMOUNT FINANCIAL GROUP INC

23.30K

Jun 30, 26

+3.84K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

23.15K

Jun 30, 26

-1.80K

0.01%

Concurrent Investment Advisors, LLC

23.01K

Jun 30, 26

+12.27K

0.01%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

22.89K

Jun 30, 26

+22.89K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

21.97K

Jun 30, 26

+7.32K

0.01%

Diversify Advisory Services, LLC

21.97K

Jun 30, 26

+21.97K

0.01%

Merit Financial Group, LLC

21.83K

Jun 30, 26

-323

0.01%

Farther Finance Advisors, LLC

21.83K

Jun 30, 26

+4.03K

0.01%

Roehl & Yi Investment Advisors, LLC

21.51K

Jun 30, 26

+8.99K

0.01%

Family Office Research LLC

21.41K

Jun 30, 26

+21.41K

0.01%

Transcendent Capital Group LLC

20.39K

Jun 30, 26

-107

0.01%

MISSION WEALTH MANAGEMENT, LP

20.22K

Jun 30, 26

+3.50K

0.01%

SAR WEALTH MANAGEMENT GROUP, LLC

20.10K

Jun 30, 26

+160

0.01%

MGO ONE SEVEN LLC

20.07K

Jun 30, 26

-41

0.01%

Avidian Wealth Solutions, LLC

20.00K

Jun 30, 26

0.01%

M Wealth Management, LLC

19.76K

Jun 30, 26

+5.26K

0.01%

VICTORY FINANCIAL GROUP, LLC

19.45K

Jun 30, 26

+19.45K

0.01%

Atria Investments, Inc

19.17K

Jun 30, 26

+2.95K

0.01%

Glenview Trust Co

18.98K

Jun 30, 26

0.01%

Balboa Wealth Partners

18.66K

Jun 30, 26

+735

0.01%

Savvy Advisors, Inc.

18.65K

Jun 30, 26

+3.38K

0.01%

Sand Hill Global Advisors, LLC

18.64K

Jun 30, 26

+591

0.01%

Synergy Investment Management, LLC

18.40K

Jun 30, 26

-3.50K

0.01%

GATEWAY INVESTMENT ADVISERS LLC

18.26K

Jun 30, 26

0.01%

SUCCESSION FINANCIAL, INC.

18.16K

Jun 30, 26

+18.16K

0.01%

Gerber Kawasaki Wealth & Investment Management

18.11K

Jun 30, 26

-1.47K

0.01%

Elequin Securities, LLC

17.86K

Jun 30, 26

-256.43K

0.01%

CLG LLC

17.58K

Jun 30, 26

+1.05K

0.01%

Essential Investment Partners LLC

17.53K

Jun 30, 26

+3.80K

0.01%

Midwest Heritage Bank, FSB

17.40K

Jun 30, 26

+120

0.01%

NWAM LLC

17.33K

Jun 30, 26

+869

0.01%

Allworth Financial LP

17.26K

Jun 30, 26

-1.77K

0.01%

Pinnacle Financial Partners, Inc.

17.16K

Jun 30, 26

+3.72K

0.01%

First Heartland Consultants, Inc.

17.11K

Jun 30, 26

-603

0.01%

BlackRock, Inc.

16.99K

Jun 30, 26

+16.99K

0.01%

Maia Wealth LLC

16.71K

Jun 30, 26

-10.76K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

16.58K

Jun 30, 26

-3.64K

0.01%

MSH Capital Advisors LLC

16.45K

Jun 30, 26

+4.62K

0.01%

United Advisor Group, LLC

16.29K

Jun 30, 26

+761

0.01%

PFG Advisors

16.27K

Jun 30, 26

+2.38K

0.01%

Kingsview Wealth Management, LLC

16.11K

Jun 30, 26

-1.60K

0.01%

Spectrum Investment Advisors, Inc.

15.98K

Jun 30, 26

+15.98K

0.01%

Stonebridge Financial Group, LLC / MO

15.95K

Jun 30, 26

+7.50K

0.01%

HighTower Advisors, LLC

15.68K

Jun 30, 26

+2.96K

0.01%

Frazier Financial Advisors, LLC

15.53K

Jun 30, 26

-690

0.01%

DAVENPORT & Co LLC

15.29K

Jun 30, 26

+525

0.01%

PERSPECTIVE WEALTH ADVISORS LLC

15.29K

Jun 30, 26

+15.29K

0.01%

Vigil Wealth Management, LLC

15.08K

Jun 30, 26

+15.08K

0.01%

AMERIPRISE FINANCIAL INC

13.98K

Jun 30, 26

+1.56K

0.01%

CGN Advisors LLC

13.78K

Jun 30, 26

+2.65K

0.01%

OLD MISSION CAPITAL LLC

13.56K

Jun 30, 26

-74.90K

0.01%

Johnson Bixby & Associates, LLC

13.30K

Jun 30, 26

0.01%

KWB Wealth

13.18K

Jun 30, 26

-24.35K

0.01%

Bleakley Financial Group, LLC

13.05K

Jun 30, 26

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

11.99K

Jun 30, 26

-1.39K

0.01%

ADAMSBROWN WEALTH CONSULTANTS LLC

11.69K

Jun 30, 26

-3.57K

0.00%

DiPaolo Financial Group, Inc.

11.50K

Jun 30, 26

0.00%

DeDora Capital, Inc.

11.47K

Jun 30, 26

+1.47K

0.00%

Vantus Wealth LLC

11.32K

Jun 30, 26

+11.32K

0.00%

Ballew Advisors, Inc

11.24K

Jun 30, 26

+700

0.00%

Jones Kertz & Associates, Inc.

11.05K

Jun 30, 26

+109

0.00%

Lodestone Wealth Management LLC

11.00K

Jun 30, 26

-949

0.00%

Lakeridge Wealth Management LLC

10.92K

Jun 30, 26

0.00%

ADVISORTRUST PARTNERS, LLC

10.85K

Jun 30, 26

+1.46K

0.00%

Latitude Advisors, LLC

10.60K

Jun 30, 26

+10.60K

0.00%

GeoWealth Management, LLC

10.39K

Jun 30, 26

+10

0.00%

Burford Brothers, Inc.

10.20K

Jun 30, 26

0.00%

Ambassador Advisors, LLC

10.06K

Jun 30, 26

+10.06K

0.00%

Gladstone Institutional Advisory LLC

10.05K

Jun 30, 26

+10.05K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

10.04K

Jun 30, 26

0.00%

Retirement Planning Group

9.51K

Jun 30, 26

+9.51K

0.00%

Vise Technologies, Inc.

9.49K

Jun 30, 26

+9.49K

0.00%

D.A. DAVIDSON & CO.

9.41K

Jun 30, 26

-19.61K

0.00%

Stratos Wealth Advisors, LLC

9.37K

Jun 30, 26

+171

0.00%

Compass Ion Advisors, LLC

9.16K

Jun 30, 26

0.00%

Strategic Blueprint, LLC

9.07K

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

8.93K

Jun 30, 26

0.00%

Charter Capital Management, LLC\DE

8.89K

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

8.83K

Jun 30, 26

-639.02K

0.00%

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

8.40K

Jun 30, 26

+17

0.00%

CWS Financial Advisors, LLC

8.35K

Jun 30, 26

+18

0.00%

Waverly Advisors, LLC

8.32K

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

8.03K

Jun 30, 26

+574

0.00%

Good Harbor Advisors, Inc.

8.00K

Jun 30, 26

0.00%

Affiance Financial, LLC

7.99K

Jun 30, 26

+7.99K

0.00%

UHLMANN PRICE SECURITIES, LLC

7.80K

Jun 30, 26

+7.80K

0.00%

LANGLEY WEALTH MANAGEMENT, LLC

7.71K

Jun 30, 26

+7.71K

0.00%

Capital Asset Advisory Services LLC

7.67K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

7.50K

Jun 30, 26

+7.50K

0.00%

Financial Perspectives, Inc

7.44K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

7.22K

Jun 30, 26

0.00%

ENTRUST FINANCIAL LLC

6.05K

Jun 30, 26

+48

0.00%

US BANCORP \DE\

5.00K

Jun 30, 26

+1.81K

0.00%

AE Wealth Management LLC

3.81K

Jun 30, 26

-7

0.00%

Golden State Wealth Management, LLC

3.45K

Jun 30, 26

0.00%

MOTCO

3.16K

Jun 30, 26

0.00%

Ancora Advisors, LLC

2.30K

Jun 30, 26

0.00%

Wellington Grp LLC

2.13K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.86K

Jun 30, 26

-106

0.00%

AMERIFLEX GROUP, INC.

1.84K

Jun 30, 26

+723

0.00%

Harborfront Financial Group LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Rosenberg Matthew Hamilton

1.63K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.63K

Jun 30, 26

+1.44K

0.00%

Spire Wealth Management

1.23K

Jun 30, 26

0.00%

Nvest Wealth Strategies, Inc.

1.16K

Jun 30, 26

+180

0.00%

FMR LLC

1.10K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.04K

Jun 30, 26

+908

0.00%

Continuum Advisory, LLC

704

Jun 30, 26

+704

0.00%

Clark Wealth Partners

637

Jun 30, 26

-244

0.00%

FIDUCIARY FINANCIAL ADVISORS

328

Jun 30, 26

+328

0.00%

JNBA Financial Advisors

324

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

300

Jun 30, 26

0.00%

CX Institutional

284

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

195

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

+86

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

-466

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-25.80K

MAI Capital Management

Jun 30, 26

-1.98K

Saxony Capital Management, LLC

Jun 30, 26

-7.42K

Mayflower Financial Advisors, LLC

Jun 30, 26

-7.95K

CONTINENTAL INVESTORS SERVICES, INC.

Jun 30, 26

-20.52K

Root Financial Partners, LLC

Jun 30, 26

-3.76K

Royal Harbor Partners, LLC

Jun 30, 26

-453.28K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-11.58K

Independent Advisor Alliance

Jun 30, 26

-122.71K

Colony Group, LLC

Jun 30, 26

-14.85K

FIG FINANCIAL ADVISORY SERVICES INC /ADV

Jun 30, 26

-101.65K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-11.88K

Opal Wealth Advisors, LLC

Jun 30, 26

-805

Fi3 FINANCIAL ADVISORS, LLC

Jun 30, 26

-50.19K

U.S. Capital Wealth Advisors, LLC

230.60K

Mar 31, 26

+10.31K

0.10%

CWM, LLC

97.20K

Mar 31, 26

+28.30K

0.04%

Capital Planning Advisors, LLC

25.93K

Mar 31, 26

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

20.20K

Mar 31, 26

-850

0.01%

Sunbelt Securities, Inc.

1.14K

Mar 31, 26

-1.23K

0.00%

CAPITAL INSIGHT PARTNERS, LLC

479.15K

Dec 31, 25

-26.61K

0.20%

COMERICA BANK

129.57K

Dec 31, 25

+29.61K

0.06%

CIBC Private Wealth Group, LLC

2.12K

Dec 31, 25

0.00%

OAK HILL WEALTH ADVISORS, LLC

94.49K

Sep 30, 25

+23.70K

0.04%

Financial Advocates Investment Management

Sep 30, 25

-13.20K

Atria Wealth Solutions, Inc.

192.29K

Jun 30, 25

-64.81K

0.08%

AVANTAX ADVISORY SERVICES, INC.

97.50K

Jun 30, 25

+30.95K

0.04%

Congress Wealth Management LLC / DE /

17.19K

Jun 30, 25

-3.90K

0.01%

First Horizon Advisors, Inc.

3.71K

Jun 30, 25

-724

0.00%

Iron Horse Wealth Management, LLC

142

Jun 30, 25

+142

0.00%

Orion Portfolio Solutions, LLC

525.93K

Mar 31, 25

+89.11K

0.22%

Riggs Capital Management LLC

8.79K

Dec 31, 24

+8.79K

0.00%

WR Wealth Planners, LLC

3.64K

Dec 31, 24

-3.87K

0.00%

WINTRUST INVESTMENTS LLC

3.56K

Dec 31, 24

+427

0.00%

RAYMOND JAMES & ASSOCIATES

148.17K

Sep 30, 24

+24.60K

0.06%

Raymond James Financial Services Advisors, Inc.

101.21K

Sep 30, 24

+42.97K

0.04%

Aspire Wealth Management Corp

20.09K

Sep 30, 24

-2.98K

0.01%

Pillar Wealth Advisors, LLC

17.21K

Sep 30, 24

-185.06K

0.01%

FinTrust Capital Advisors, LLC

8.78K

Sep 30, 24

+8.78K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

111.62K

Jun 30, 24

+22.43K

0.05%

ICA Group Wealth Management, LLC

3.91K

Jun 30, 24

+2.25K

0.00%

Cetera Advisors LLC

293.11K

Mar 31, 24

+102.11K

0.13%

Cetera Advisor Networks LLC

213.35K

Mar 31, 24

+38.19K

0.09%