DFIS

Institutional Ownership

Top 421 Institutional Holders
HolderSharesDateChange% Held
JONES FINANCIAL COMPANIES LLLP61.37MJun 30, 26+2.62M37.84%
NATIXIS ADVISORS, L.P.13.10MJun 30, 26+1.71M8.08%
Matson Money. Inc.11.92MJun 30, 26--7.35%
Envestnet Portfolio Solutions, Inc.3.31MJun 30, 26+8.77K2.04%
FIRST CITIZENS BANK & TRUST CO3.21MJun 30, 26+6.24K1.98%
UBS Group AG2.80MJun 30, 26+2.80M1.73%
Creative Planning2.41MJun 30, 26-16.18K1.49%
ASSETMARK, INC2.22MJun 30, 26+2.22M1.37%
ENVESTNET ASSET MANAGEMENT INC1.98MJun 30, 26+133.62K1.22%
PARK AVENUE SECURITIES LLC1.85MJun 30, 26+113.99K1.14%
Modern Wealth Management, LLC1.74MJun 30, 26+478.35K1.07%
Root Financial Partners, LLC1.64MJun 30, 26+516.73K1.01%
Vise Technologies, Inc.1.58MJun 30, 26+666.31K0.98%
TCI Wealth Advisors, Inc.1.56MJun 30, 26+135.63K0.96%
BANK OF MONTREAL /CAN/1.50MJun 30, 26+80.43K0.92%
Evanson Financial, LLC1.43MJun 30, 26+1.43M0.88%
Miracle Mile Advisors, LLC1.42MJun 30, 26+126.58K0.88%
MATHER GROUP, LLC.1.36MJun 30, 26-121.74K0.84%
Cerity Partners LLC1.27MJun 30, 26+579.74K0.78%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.21MJun 30, 26+367.86K0.75%
Wescott Financial Advisory Group, LLC1.20MJun 30, 26+11.83K0.74%
Discipline Wealth Solutions, LLC1.01MJun 30, 26+53.09K0.63%
Savant Capital, LLC980.08KJun 30, 26-321.17K0.60%
BANK OF AMERICA CORP /DE/918.99KJun 30, 26+25.88K0.57%
Colony Group, LLC873.17KJun 30, 26+42.85K0.54%
Index Fund Advisors, Inc.708.94KJun 30, 26+32.06K0.44%
SATOVSKY ASSET MANAGEMENT LLC687.49KJun 30, 26+46.33K0.42%
SNS Financial Group, LLC681.89KJun 30, 26+681.89K0.42%
Janney Montgomery Scott LLC664.50KJun 30, 26-1.68K0.41%
TOBIAS FINANCIAL ADVISORS, INC.659.58KJun 30, 26+43.84K0.41%
GOLDMAN SACHS GROUP INC650.64KJun 30, 26+650.64K0.40%
Shore Point Advisors, LLC621.98KJun 30, 26+44.01K0.38%
ECLECTIC ASSOCIATES INC /ADV603.07KJun 30, 26+32.17K0.37%
MERCER GLOBAL ADVISORS INC /ADV601.71KJun 30, 26+245.55K0.37%
ALESCO ADVISORS LLC591.70KJun 30, 26+46.45K0.36%
Wealth Management Nebraska579.17KJun 30, 26+48.81K0.36%
Sherrill & Hutchins Financial Advisory, Inc550.66KJun 30, 26+523.91K0.34%
CLUNE & ASSOCIATES, LTD.515.38KJun 30, 26+104.64K0.32%
Tanager Wealth Management LLP502.32KJun 30, 26+2.76K0.31%
Ballentine Capital Advisors, Inc483.14KJun 30, 26-9.89K0.30%
AIRE ADVISORS, LLC461.66KJun 30, 26+4.40K0.28%
Advisory Alpha, LLC455.57KJun 30, 26+32.81K0.28%
Brand Asset Management Group, Inc.453.22KJun 30, 26+9.04K0.28%
CI Private Wealth, LLC435.38KJun 30, 26-2.36M0.27%
Planning Center, Inc.413.17KJun 30, 26+1.54K0.25%
Abacus Planning Group, Inc.389.22KJun 30, 26+15.09K0.24%
Three Arch Wealth Management LLC383.93KJun 30, 26+26.52K0.24%
SVB WEALTH LLC383.36KJun 30, 26+21.53K0.24%
Guardian Wealth Management, LLC357.00KJun 30, 26+3020.22%
Tillman Hartley LLC350.56KJun 30, 26+9.26K0.22%
Ritter Daniher Financial Advisory LLC / DE338.81KJun 30, 26+22.06K0.21%
RAYMOND JAMES FINANCIAL INC333.26KJun 30, 26+111.85K0.21%
Timonier Family Office, LTD.331.17KJun 30, 26+331.17K0.20%
Berman McAleer LLC330.05KJun 30, 26+306.49K0.20%
ADVISOR GROUP HOLDINGS, INC.328.78KJun 30, 26+67.28K0.20%
HighTower Advisors, LLC326.84KJun 30, 26+285.56K0.20%
Larson Financial Group LLC323.42KJun 30, 26-22.80K0.20%
Quent Capital, LLC318.33KJun 30, 26+9.54K0.20%
GEN Financial Management, INC.311.96KJun 30, 26-3.04K0.19%
NORTHERN TRUST CORP309.90KJun 30, 26+232.59K0.19%
Allodium Investment Consultants, LLC308.75KJun 30, 26+9.43K0.19%
JPMORGAN CHASE & CO308.25KJun 30, 26+13.58K0.19%
FORVIS Wealth Advisors, LLC305.73KJun 30, 26+16.29K0.19%
KELLY FINANCIAL GROUP LLC301.63KJun 30, 26+15.35K0.19%
LPL Financial LLC300.54KJun 30, 26-150.34K0.19%
Beacon Pointe Advisors, LLC296.40KJun 30, 26+4.59K0.18%
Level Financial Advisors, Inc.286.58KJun 30, 26+16.52K0.18%
Robinswood Financial LLC283.74KJun 30, 26+5.95K0.17%
Allworth Financial LP275.07KJun 30, 26-3.54K0.17%
Disciplined Investments, LLC274.14KJun 30, 26+12.12K0.17%
Sentinus, LLC262.78KJun 30, 26-25.16K0.16%
Capital Analysts, LLC262.17KJun 30, 26+20.30K0.16%
TRUST CO OF VIRGINIA /VA261.32KJun 30, 26+261.32K0.16%
WEBSTERROGERS FINANCIAL ADVISORS, LLC257.79KJun 30, 26-1560.16%
AMI INVESTMENT MANAGEMENT INC253.20KJun 30, 26+11.82K0.16%
COLLECTIVE FAMILY OFFICE LLC248.92KJun 30, 26+8.25K0.15%
ELEMENT POINTE ADVISORS, LLC246.11KJun 30, 26+246.11K0.15%
JANE STREET GROUP, LLC243.34KJun 30, 26-1.02M0.15%
Equitable Holdings, Inc.241.25KJun 30, 26+39.14K0.15%
First Pacific Financial233.97KJun 30, 26+30.83K0.14%
Buckingham Strategic Partners210.50KJun 30, 26+5.87K0.13%
Sequoia Financial Advisors, LLC192.52KJun 30, 26-20.59K0.12%
DAVENPORT & Co LLC188.01KJun 30, 26-2.99K0.12%
HARBOR INVESTMENT ADVISORY, LLC178.44KJun 30, 26+6.79K0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP173.05KJun 30, 26-5.41K0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC170.26KJun 30, 26+54.66K0.10%
COMMONWEALTH EQUITY SERVICES, LLC164.69KJun 30, 26+15.36K0.10%
Tilson Financial Group, Inc.163.39KJun 30, 26+8.10K0.10%
M Holdings Securities, Inc.157.89KJun 30, 26+47.11K0.10%
Integrity Wealth Solutions LLC152.20KJun 30, 26+8.20K0.09%
MORRIS FINANCIAL CONCEPTS, INC.149.37KJun 30, 26-1.64K0.09%
Apella Capital, LLC148.03KJun 30, 26+3.52K0.09%
Dynamic Advisor Solutions LLC144.82KJun 30, 26-3.05K0.09%
Trinity Financial Advisors LLC143.08KJun 30, 26+3.25K0.09%
Broadway Wealth Solutions, Inc.141.53KJun 30, 26+5.89K0.09%
ACORN CREEK CAPITAL LLC141.40KJun 30, 26-6.26K0.09%
PINNEY & SCOFIELD, INC.136.16KJun 30, 26+3.31K0.08%
CROBAN134.32KJun 30, 26-4240.08%
Waverly Advisors, LLC132.54KJun 30, 26-3.62K0.08%
Syverson Strege & Co131.86KJun 30, 26-45.08K0.08%
Parkwoods Wealth Partners, LLC130.67KJun 30, 26+34.38K0.08%
Viaable, LLC127.91KJun 30, 26+127.91K0.08%
Schoolcraft Capital LLC123.11KJun 30, 26+4.63K0.08%
Addison Advisors LLC117.51KJun 30, 26-81.59K0.07%
Williams Financial, LLC116.14KJun 30, 26+5.16K0.07%
Spire Wealth Management115.37KJun 30, 26+1.30K0.07%
LAM GROUP, INC.114.25KJun 30, 26+100.07%
IAG Wealth Partners, LLC112.58KJun 30, 26+11.35K0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC107.99KJun 30, 26+3.53K0.07%
VANCE WEALTH, INC.106.97KJun 30, 26+24.47K0.07%
Sterling Wealth Management, Inc.101.03KJun 30, 26+7550.06%
First Citizens Asset Management, Inc.98.37KJun 30, 26-7360.06%
Sanctuary Advisors, LLC97.61KJun 30, 26+9.98K0.06%
Summit Financial, LLC93.85KJun 30, 26+17.14K0.06%
Waterfront Wealth Inc.91.69KJun 30, 26-270.06%
Ariadne Wealth Management, LP91.51KJun 30, 26+4920.06%
Mariner, LLC90.57KJun 30, 26+23.27K0.06%
Betterment LLC88.16KJun 30, 26+2.05K0.05%
Strategic Wealth Advisors LLC86.28KJun 30, 26+2.13K0.05%
Atomi Financial Group, Inc.85.09KJun 30, 26+47.87K0.05%
MML INVESTORS SERVICES, LLC82.92KJun 30, 26+6.62K0.05%
Aurelius Family Office LLC78.13KJun 30, 26-3190.05%
WEST PACES ADVISORS INC.76.75KJun 30, 26+35.18K0.05%
Navigoe, LLC76.22KJun 30, 26-4680.05%
JACKSON THORNTON ASSET MANAGEMENT, LLC75.59KJun 30, 26+5.25K0.05%
Modera Wealth Management, LLC74.41KJun 30, 26+53.46K0.05%
Austin Asset Management Co Inc73.77KJun 30, 26+2.62K0.05%
Indie Asset Partners, LLC72.96KJun 30, 26+1.50K0.04%
Ruedi Wealth Management, Inc.72.84KJun 30, 26+1.39K0.04%
NewEdge Advisors, LLC69.07KJun 30, 26+20.72K0.04%
Fortis Advisors, LLC66.96KJun 30, 26+5290.04%
Provident Wealth Management, LLC66.51KJun 30, 26+6.43K0.04%
VISTA CAPITAL PARTNERS, INC.65.30KJun 30, 26-290.04%
Cambridge Investment Research Advisors, Inc.63.81KJun 30, 26-12.74K0.04%
Kestra Advisory Services, LLC63.64KJun 30, 26+5.40K0.04%
CARY STREET PARTNERS FINANCIAL LLC63.62KJun 30, 26+63.62K0.04%
AdvisorNet Financial, Inc63.41KJun 30, 26+2.60K0.04%
VESTIA PERSONAL WEALTH ADVISORS62.98KJun 30, 26+7.07K0.04%
Colony Family Offices, LLC62.11KJun 30, 26+1070.04%
SEI INVESTMENTS CO61.45KJun 30, 26+8.01K0.04%
Prospect Financial Group LLC60.91KJun 30, 26+1410.04%
ROYAL BANK OF CANADA59.78KJun 30, 26-38.64K0.04%
ERn Financial, LLC57.72KJun 30, 26+2.09K0.04%
MARYLAND CAPITAL ADVISORS INC.56.66KJun 30, 26+56.66K0.03%
PFG Advisors56.46KJun 30, 26+4580.03%
MOTCO56.37KJun 30, 26+4.27K0.03%
McNamara Financial Services, Inc.55.37KJun 30, 26+2860.03%
CLG LLC55.31KJun 30, 26+1.96K0.03%
FIRST UNITED BANK & TRUST55.13KJun 30, 26+55.13K0.03%
Glass Jacobson Investment Advisors llc54.62KJun 30, 26-9390.03%
AXXCESS WEALTH MANAGEMENT, LLC54.18KJun 30, 26+54.18K0.03%
Frankly Finances, LLC53.16KJun 30, 26+3.85K0.03%
Ballast Financial Advisors LLC51.84KJun 30, 26+850.03%
Farther Finance Advisors, LLC51.58KJun 30, 26+7.55K0.03%
Kane Co Wealth Management, Inc.51.55KJun 30, 26+1.78K0.03%
Elwood & Goetz Wealth Advisory Group, LLC50.55KJun 30, 26+4.36K0.03%
CAPTRUST FINANCIAL ADVISORS48.17KJun 30, 26+630.03%
BIP Wealth, LLC47.63KJun 30, 26+17.36K0.03%
DiNuzzo Private Wealth, Inc.47.04KJun 30, 26-9700.03%
Sollinda Capital Management LLC45.80KJun 30, 26+8.00K0.03%
InTrack Investment Management Inc45.55KJun 30, 26+36.81K0.03%
MISSION WEALTH MANAGEMENT, LP45.30KJun 30, 26+5.07K0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC44.71KJun 30, 26-10.04K0.03%
Private Advisor Group, LLC44.60KJun 30, 26-84.42K0.03%
Forum Financial Management, LP43.31KJun 30, 26-5710.03%
MORGAN STANLEY43.08KJun 30, 26-5.79K0.03%
Noble Wealth Partners LLC41.57KJun 30, 26+41.57K0.03%
Tortoise Investment Management, LLC40.92KJun 30, 26+5970.03%
Vermillion Wealth Management, Inc.39.62KJun 30, 26-1.49K0.02%
Narus Financial Partners, LLC39.33KJun 30, 26-6680.02%
WPWealth LLP39.21KJun 30, 26-7.89K0.02%
JDH Wealth Management, LLC39.03KJun 30, 26--0.02%
Arkadios Wealth Advisors34.05KJun 30, 26+9.49K0.02%
Werba Rubin Papier Wealth Management33.63KJun 30, 26+8.73K0.02%
Brinker Capital Investments, LLC32.05KJun 30, 26-4.63K0.02%
DBK Financial Counsel, LLC31.76KJun 30, 26+1380.02%
Arcadia Wealth Management, LLC30.85KJun 30, 26-5.29K0.02%
WILEY BROS.-AINTREE CAPITAL, LLC30.25KJun 30, 26+1.23K0.02%
Broadhurst Jeffrey B24.87KJun 30, 26-70.09K0.02%
MB Generational Wealth, LLC24.74KJun 30, 26--0.02%
Chicago Partners Investment Group LLC23.99KJun 30, 26-5.71K0.01%
GARRISON POINT ADVISORS, LLC23.64KJun 30, 26+23.64K0.01%
Integras Partners LLC23.15KJun 30, 26+350.01%
Blume Capital Management, Inc.23.10KJun 30, 26--0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC22.93KJun 30, 26+1.13K0.01%
WEALTHSPAN PARTNERS, LLC22.00KJun 30, 26+8300.01%
Capital Investment Advisory Services, LLC21.82KJun 30, 26+4.17K0.01%
Kingsview Wealth Management, LLC21.75KJun 30, 26+1.52K0.01%
NorthCrest Asset Manangement, LLC21.17KJun 30, 26+13.56K0.01%
Nuveen, LLC20.50KJun 30, 26+20.50K0.01%
West Wealth Group, LLC20.01KJun 30, 26+2370.01%
Ausdal Financial Partners, Inc.19.77KJun 30, 26--0.01%
Washington Trust Advisors, Inc.19.72KJun 30, 26+1740.01%
Quad-Cities Investment Group, LLC19.48KJun 30, 26+5120.01%
CARDIFF PARK ADVISORS, LLC19.14KJun 30, 26-1.13K0.01%
Financial Engines Advisors L.L.C.19.00KJun 30, 26-4.19K0.01%
Rockwood Wealth Management, LLC18.96KJun 30, 26--0.01%
Joseph Group Capital Management18.74KJun 30, 26-2230.01%
DOPKINS WEALTH MANAGEMENT, LLC18.70KJun 30, 26-1.19K0.01%
Savvy Advisors, Inc.18.64KJun 30, 26-4910.01%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV18.59KJun 30, 26+7520.01%
SUTTON PLACE INVESTORS LLC17.46KJun 30, 26--0.01%
Wealthspire Advisors, LLC17.19KJun 30, 26+2.80K0.01%
EQ WEALTH ADVISORS, LLC17.05KJun 30, 26+2.54K0.01%
Tranquility Partners, LLC16.75KJun 30, 26+4580.01%
Rather & Kittrell, Inc.16.44KJun 30, 26+810.01%
Everhart Financial Group, Inc.16.19KJun 30, 26+16.19K0.01%
United Advisor Group, LLC16.11KJun 30, 26+16.11K0.01%
Steward Partners Investment Advisory, LLC15.74KJun 30, 26+1.47K0.01%
Legacy Capital Wealth Partners, LLC15.62KJun 30, 26-5940.01%
Concurrent Investment Advisors, LLC15.60KJun 30, 26+15.60K0.01%
Rialto Wealth Management, LLC15.07KJun 30, 26--0.01%
SAX WEALTH ADVISORS, LLC14.93KJun 30, 26-3220.01%
CHOREO, LLC14.69KJun 30, 26+14.69K0.01%
Aegis Wealth Management LLC13.91KJun 30, 26-2860.01%
XY Planning Network, Inc.13.88KJun 30, 26+13.88K0.01%
Entelevest, LLC13.64KJun 30, 26+1.57K0.01%
TAGStone Capital, Inc.13.16KJun 30, 26+2000.01%
New Dimensions Wealth Management, LLC12.92KJun 30, 26-3530.01%
Partners in Financial Planning12.79KJun 30, 26+3820.01%
Squire Investment Management Company, LLC12.70KJun 30, 26+1940.01%
FMR LLC12.66KJun 30, 26+6.19K0.01%
Pacific Asset Management, LLC12.55KJun 30, 26+7710.01%
PEAPACK GLADSTONE FINANCIAL CORP12.40KJun 30, 26--0.01%
Cetera Investment Advisers12.29KJun 30, 26+1.78K0.01%
Shearwater Capital LLC12.24KJun 30, 26+12.24K0.01%
EP Wealth Advisors, LLC12.17KJun 30, 26+6740.01%
FIFTH THIRD BANCORP12.12KJun 30, 26-1.71K0.01%
Fortis Capital Management LLC12.11KJun 30, 26+1440.01%
AWM CAPITAL, LLC11.87KJun 30, 26+1410.01%
CREATIVE FINANCIAL DESIGNS INC /ADV11.77KJun 30, 26+7730.01%
180 WEALTH ADVISORS, LLC11.65KJun 30, 26+3.73K0.01%
IFG Advisors, LLC11.59KJun 30, 26+1660.01%
Rehmann Capital Advisory Group11.26KJun 30, 26+1860.01%
Cannon Financial Strategists, Inc.11.16KJun 30, 26-2560.01%
Abel Hall, LLC11.10KJun 30, 26-3630.01%
Sterling Financial Planning, Inc.10.76KJun 30, 26-250.01%
Merit Financial Group, LLC10.65KJun 30, 26+1570.01%
Burton Enright Welch10.33KJun 30, 26--0.01%
GRANVILLE CAPITAL, INC.10.29KJun 30, 26--0.01%
Navigate Wealth Management, LLC9.61KJun 30, 26+640.01%
Strategent Financial, LLC9.50KJun 30, 26+1.32K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC9.47KJun 30, 26+2730.01%
Diversify Advisory Services, LLC9.47KJun 30, 26+9.47K0.01%
SeaCrest Wealth Management, LLC9.34KJun 30, 26+430.01%
ELEVATE WEALTH ADVISORY, INC9.12KJun 30, 26+1050.01%
AMERIPRISE FINANCIAL INC9.07KJun 30, 26-1.88K0.01%
LWM Advisory Services, LLC9.00KJun 30, 26+9.00K0.01%
Integrated Wealth Concepts LLC8.98KJun 30, 26+8.98K0.01%
Clarity Capital Advisors, LLC8.93KJun 30, 26+1060.01%
CX Institutional8.91KJun 30, 26+8.91K0.01%
Signal Advisors Wealth, LLC8.88KJun 30, 26+8.88K0.01%
MARIPAU WEALTH MANAGEMENT LLC8.88KJun 30, 26+970.01%
Wealthcare Advisory Partners LLC8.73KJun 30, 26-710.01%
Advisory Services Network, LLC8.64KJun 30, 26+3240.01%
Family Office Research LLC8.26KJun 30, 26--0.01%
HRT FINANCIAL LP8.10KJun 30, 26+8.10K0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC8.08KJun 30, 26+9080.00%
HANOVER ADVISORS INC7.96KJun 30, 26--0.00%
AQR CAPITAL MANAGEMENT LLC7.82KJun 30, 26+580.00%
Cresset Asset Management, LLC7.67KJun 30, 26+7.67K0.00%
Opus Financial Solutions LLC7.67KJun 30, 26-2.91K0.00%
Geometric Wealth Advisors7.42KJun 30, 26+7.42K0.00%
Long Island Wealth Management, Inc.7.35KJun 30, 26+7.35K0.00%
Nalls Sherbakoff Group, LLC7.18KJun 30, 26+20.00%
Quantinno Capital Management LP7.05KJun 30, 26+7.05K0.00%
Legacy Edge Advisors, LLC6.95KJun 30, 26-440.00%
AE Wealth Management LLC6.70KJun 30, 26+2300.00%
PNC FINANCIAL SERVICES GROUP, INC.6.68KJun 30, 26--0.00%
CALTON & ASSOCIATES, INC.6.25KJun 30, 26+6.25K0.00%
GEM Asset Management, LLC6.25KJun 30, 26+560.00%
JOHNSON INVESTMENT COUNSEL INC6.24KJun 30, 26+6.24K0.00%
Sterneck Capital Management, LLC6.22KJun 30, 26--0.00%
COMMERCE BANK6.09KJun 30, 26--0.00%
DIXON FNANCIAL SERVICES, INC.6.07KJun 30, 26+6.07K0.00%
Secure Asset Management, LLC5.86KJun 30, 26-1.46K0.00%
SRS Capital Advisors, Inc.5.59KJun 30, 26+4.55K0.00%
AlphaCore Capital LLC4.99KJun 30, 26--0.00%
Ronald Blue Trust, Inc.4.71KJun 30, 26-75.71K0.00%
LRI Investments, LLC4.02KJun 30, 26+210.00%
Pillar Financial Advisors, LLC3.90KJun 30, 26--0.00%
WELLS FARGO & COMPANY/MN3.71KJun 30, 26+810.00%
HARBOUR INVESTMENTS, INC.3.58KJun 30, 26+6150.00%
Rachor Investment Advisory Services, LLC3.23KJun 30, 26+4810.00%
Fairman Group, LLC3.15KJun 30, 26+370.00%
PRIVATE TRUST CO NA2.79KJun 30, 26--0.00%
IFP Advisors, Inc2.57KJun 30, 26+2.57K0.00%
CENTRAL TRUST Co1.99KJun 30, 26+1.90K0.00%
UMB Bank, n.a.1.99KJun 30, 26--0.00%
Russell Investments Group, Ltd.1.94KJun 30, 26+1.94K0.00%
PROTECTIVE LIFE CORP1.90KJun 30, 26-1.49K0.00%
Ashton Thomas Private Wealth, LLC1.80KJun 30, 26-1920.00%
Glen Eagle Advisors, LLC1.75KJun 30, 26--0.00%
Dunhill Financial, LLC1.70KJun 30, 26--0.00%
EverSource Wealth Advisors, LLC1.62KJun 30, 26-6380.00%
Smartleaf Asset Management LLC1.61KJun 30, 26--0.00%
C M BIDWELL & ASSOCIATES LTD1.60KJun 30, 26--0.00%
Keating Financial Advisory Services, Inc.1.60KJun 30, 26--0.00%
ANGELES WEALTH MANAGEMENT, LLC1.58KJun 30, 26-10.00%
Ancora Advisors, LLC1.32KJun 30, 26--0.00%
Markowski Investments1.32KJun 30, 26+1.32K0.00%
Global Retirement Partners, LLC1.30KJun 30, 26+1.30K0.00%
Beaird Harris Wealth Management, LLC1.26KJun 30, 26-2620.00%
HORIZON FINANCIAL SERVICES, LLC1.24KJun 30, 26--0.00%
FAS Wealth Partners, Inc.1.05KJun 30, 26+130.00%
VANGUARD ADVISERS INC1.02KJun 30, 26-1420.00%
Bravera Wealth914Jun 30, 26--0.00%
Prudent Man Investment Management, Inc.893Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC860Jun 30, 26--0.00%
Hilton Head Capital Partners, LLC833Jun 30, 26--0.00%
Park Place Capital Corp818Jun 30, 26--0.00%
Hurley Capital, LLC764Jun 30, 26+90.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.757Jun 30, 26+7570.00%
Parvin Asset Management, LLC734Jun 30, 26--0.00%
IFG Advisory, LLC719Jun 30, 26+7190.00%
HOWE & RUSLING INC716Jun 30, 26--0.00%
Triumph Capital Management603Jun 30, 26-210.00%
FARMERS & MERCHANTS INVESTMENTS INC591Jun 30, 26--0.00%
Gleason Group, Inc.568Jun 30, 26+5680.00%
SITTNER & NELSON, LLC489Jun 30, 26--0.00%
JNBA Financial Advisors474Jun 30, 26--0.00%
Asset Dedication, LLC458Jun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC443Jun 30, 26+4430.00%
Montgomery Financial Services LLC409Jun 30, 26+4090.00%
Strive Financial Group ,LLC398Jun 30, 26+2850.00%
Birchwood Financial Partners, Inc.377Jun 30, 26+40.00%
Trust Co321Jun 30, 26--0.00%
New England Capital Financial Advisors LLC319Jun 30, 26+40.00%
N.E.W. Advisory Services LLC309Jun 30, 26+2500.00%
Signature Resources Capital Management, LLC304Jun 30, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.290Jun 30, 26+2900.00%
Archer Investment Corp249Jun 30, 26--0.00%
Bell Investment Advisors, Inc249Jun 30, 26-2490.00%
HANTZ FINANCIAL SERVICES, INC.237Jun 30, 26+2370.00%
Lodestone Wealth Management LLC234Jun 30, 26+30.00%
US BANCORP \DE\207Jun 30, 26-2600.00%
CoreCap Advisors, LLC193Jun 30, 26+10.00%
Bogart Wealth, LLC192Jun 30, 26--0.00%
Register Financial Advisors LLC178Jun 30, 26+1780.00%
GAMMA Investing LLC168Jun 30, 26--0.00%
Golden State Wealth Management, LLC166Jun 30, 26--0.00%
Copia Wealth Management164Jun 30, 26+1640.00%
Geneos Wealth Management Inc.163Jun 30, 26-6.00K0.00%
DecisionPoint Financial, LLC161Jun 30, 26+240.00%
HUNTINGTON NATIONAL BANK151Jun 30, 26+1510.00%
YANKCOM Partnership125Jun 30, 26+1250.00%
TOUNJIAN ADVISORY PARTNERS, LLC114Jun 30, 26+1140.00%
CULLEN/FROST BANKERS, INC.85Jun 30, 26--0.00%
ROCKY MOUNTAIN ADVISERS, LLC84Jun 30, 26--0.00%
Kingdom Financial Group LLC.81Jun 30, 26+810.00%
MPWM ADVISORY SOLUTIONS, LLC80Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC75Jun 30, 26+750.00%
Topsail Wealth Management, LLC71Jun 30, 26--0.00%
Signature Equity Partners, LLC55Jun 30, 26+550.00%
Key FInancial Inc44Jun 30, 26--0.00%
Aptus Capital Advisors, LLC26Jun 30, 26--0.00%
Medallion Wealth Advisors, LLC25Jun 30, 26--0.00%
Versant Capital Management, Inc24Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)23Jun 30, 26+230.00%
Rosenberg Matthew Hamilton21Jun 30, 26--0.00%
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-64.45K--
CURIO WEALTH, LLC--Jun 30, 26-127--
Western Wealth Management, LLC--Jun 30, 26-519--
SHP Wealth Management--Jun 30, 26-327--
TOMPKINS FINANCIAL CORP--Jun 30, 26-11--
Clarity Asset Management, Inc.--Jun 30, 26-121--
Team Financial Group, LLC--Jun 30, 26-649--
OLD MISSION CAPITAL LLC--Jun 30, 26-132.97K--
Sound Income Strategies, LLC--Jun 30, 26-271--
Operose Advisors LLC--Jun 30, 26-58--
Bank of New York Mellon Corp--Jun 30, 26-6.26K--
CITADEL ADVISORS LLC--Jun 30, 26-33.83K--
Rockefeller Capital Management L.P.--Jun 30, 26-483--
STRATEGIC ADVISORY PARTNERS, LLC--Jun 30, 26-91--
MAI Capital Management--Jun 30, 26-995--
Tradewinds Capital Management, LLC--Jun 30, 26-2.03K--
Qube Research & Technologies Ltd--Jun 30, 26-433--
HHM Wealth Advisors, LLC--Jun 30, 26-407--
RMB Capital Management, LLC--Jun 30, 26-9.71K--
Equita Financial Network, Inc.--Jun 30, 26-12.49K--
MBM Wealth Consultants, LLC--Jun 30, 26-139--
Golden State Equity Partners--Jun 30, 26-19.65K--
Kozak & Associates, Inc.--Jun 30, 26-38--
Evanson Asset Management, LLC1.40MMar 31, 26+65.50K0.86%
CWM, LLC1.13MMar 31, 26+87.11K0.70%
Efficient Advisors, LLC447.28KMar 31, 26-393.50K0.28%
rebel Financial LLC15.02KMar 31, 26-1.75K0.01%
SIGNET FINANCIAL MANAGEMENT, LLC8.67KMar 31, 26-9000.01%
Skopos Labs, Inc.7.74KMar 31, 26-3570.00%
SECURITY NATIONAL BANK OF SO DAK7.06KMar 31, 26+7.06K0.00%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/7.04KMar 31, 26+7.04K0.00%
Cherry Tree Wealth Management, LLC6.22KMar 31, 26-3750.00%
Sunbelt Securities, Inc.137Mar 31, 26--0.00%
Quent Long Short Global Small Cap Fund, LP286.08KDec 31, 25+286.08K0.18%
Total Wealth Planning, LLC62.22KDec 31, 25-1.07M0.04%
COMERICA BANK12.39KDec 31, 25-770.01%
CIBC Private Wealth Group, LLC3.09KDec 31, 25+2.52K0.00%
Stephens Consulting, LLC81Dec 31, 25+810.00%
PERRITT CAPITAL MANAGEMENT INC--Dec 31, 25-282.48K--
PBMares Wealth Management LLC127.76KSep 30, 25+7.12K0.08%
Martin Worley Group134.06KJun 30, 25+15.89K0.08%
Congress Wealth Management LLC / DE /43.46KJun 30, 25-3.02K0.03%
Corrigan Financial, Inc.590.89KMar 31, 25+109.03K0.36%
Marcum Wealth, LLC134.71KMar 31, 25+10.12K0.08%
Orion Portfolio Solutions, LLC77.68KMar 31, 25-14.77K0.05%
Cahill Wealth Management, LLC22.57KMar 31, 25-1620.01%
Spectrum Wealth Counsel, LLC--Mar 31, 25-188--
Merriman Wealth Management, LLC534.78KDec 31, 24-23.94K0.33%
Riggs Capital Management LLC19.35KDec 31, 24+19.35K0.01%
Cassady Schiller Wealth Management, LLC335Dec 31, 24+3350.00%
Edmonds Duncan Registered Investment Advisors, LLC518.62KSep 30, 24+33.32K0.32%
Aspire Wealth Management Corp45.80KSep 30, 24+9.22K0.03%
BUCKINGHAM STRATEGIC WEALTH, LLC217.00KJun 30, 24+17.69K0.13%
ICA Group Wealth Management, LLC--Jun 30, 24-29--
Bromfield Sneider Wealth Advisors6.91KMar 31, 24+30.00%
Resource Planning Group86.98KDec 31, 23-20.89K0.05%
Column Capital Advisors, LLC51.21KSep 30, 23+2.91K0.03%
COLONY GROUP LLC14.96KSep 30, 23-2.58K0.01%
Relaxing Retirement Coach51.15KJun 30, 23+3.09K0.03%
BALASA DINVERNO & FOLTZ LLC2.60MSep 30, 22+878.09K1.61%
CPWM, LLC--Sep 30, 22-21.15K--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.