WisdomTree Emerging Markets SmallCap Dividend Fund(DGS)

$64.18—Stale · unknown old

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WisdomTree Emerging Markets SmallCap Dividend Fund(DGS)

NYSE • Last print unknown ago

$64.18—Stale · unknown old

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DGS(DGS)

DGS

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Institutional Ownership

Top 363 Institutional Holders

Holder	Shares	Date	Change	% Held
Creative Planning	3.96M	Jun 30, 26	-247.36K	13.63%
BANK OF AMERICA CORP /DE/	1.30M	Jun 30, 26	+13.96K	4.46%
NATIONAL BANK OF CANADA /FI/	614.36K	Jun 30, 26	+5.76K	2.11%
MORGAN STANLEY	568.02K	Jun 30, 26	+11.85K	1.95%
HighTower Advisors, LLC	527.27K	Jun 30, 26	+10.21K	1.81%
ENVESTNET ASSET MANAGEMENT INC	461.87K	Jun 30, 26	+21.35K	1.59%
Unison Advisors LLC	448.59K	Jun 30, 26	+3.44K	1.54%
CAPTRUST FINANCIAL ADVISORS	436.80K	Jun 30, 26	+6.04K	1.50%
LPL Financial LLC	402.85K	Jun 30, 26	-14.03K	1.39%
FIFTH THIRD BANCORP	379.22K	Jun 30, 26	+688	1.30%
ADVISOR GROUP HOLDINGS, INC.	370.67K	Jun 30, 26	+3.55K	1.28%
RAYMOND JAMES FINANCIAL INC	336.45K	Jun 30, 26	+15.09K	1.16%
OLD MISSION CAPITAL LLC	332.42K	Jun 30, 26	+98.61K	1.14%
Colony Group, LLC	327.95K	Jun 30, 26	-1.82K	1.13%
ASSETMARK, INC	321.12K	Jun 30, 26	+321.06K	1.11%
GREAT VALLEY ADVISOR GROUP, INC.	308.55K	Jun 30, 26	+4.05K	1.06%
PARK AVENUE SECURITIES LLC	271.60K	Jun 30, 26	+11.24K	0.93%
WELLS FARGO & COMPANY/MN	261.90K	Jun 30, 26	+12.97K	0.90%
BIP Wealth, LLC	164.94K	Jun 30, 26	+10.54K	0.57%
Cerity Partners LLC	164.58K	Jun 30, 26	-2.18K	0.57%
Checchi Capital Advisers, LLC	163.82K	Jun 30, 26	+4.67K	0.56%
Baker Ellis Asset Management LLC	163.08K	Jun 30, 26	-1.38K	0.56%
AMERIPRISE FINANCIAL INC	152.30K	Jun 30, 26	-213.40K	0.52%
Cascade Financial Partners, LLC	151.62K	Jun 30, 26	+7.54K	0.52%
Portland Global Advisors LLC	146.69K	Jun 30, 26	+738	0.50%
Rockefeller Capital Management L.P.	134.26K	Jun 30, 26	-1.18K	0.46%
Tortoise Investment Management, LLC	128.22K	Jun 30, 26	-2.92K	0.44%
BLUELINE ADVISORS LLC	125.09K	Jun 30, 26	+7.20K	0.43%
Cambridge Investment Research Advisors, Inc.	124.45K	Jun 30, 26	+2.71K	0.43%
UBS Group AG	123.04K	Jun 30, 26	+6.42K	0.42%
O'Connor Financial Group LLC	122.02K	Jun 30, 26	+762	0.42%
Bristlecone Value Partners, LLC	118.73K	Jun 30, 26	-1.26K	0.41%
Discipline Wealth Solutions, LLC	118.16K	Jun 30, 26	-4.15K	0.41%
Stonebridge Wealth Management, LLC	117.94K	Jun 30, 26	+755	0.41%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	113.64K	Jun 30, 26	-4.34K	0.39%
Csenge Advisory Group	110.70K	Jun 30, 26	-3.78K	0.38%
Shore Point Advisors, LLC	109.81K	Jun 30, 26	+5.64K	0.38%
BlackRock, Inc.	95.93K	Jun 30, 26	+31.15K	0.33%
Steward Partners Investment Advisory, LLC	94.81K	Jun 30, 26	+298	0.33%
Prosperity Consulting Group, LLC	92.84K	Jun 30, 26	-10.63K	0.32%
TRB Wealth Management, LLC	86.70K	Jun 30, 26	+2.28K	0.30%
Spectrum Wealth Advisory Group, LLC	85.58K	Jun 30, 26	-2.96K	0.29%
SMITH, MOORE & CO.	84.55K	Jun 30, 26	-9.48K	0.29%
Leibman Financial Services, Inc.	80.37K	Jun 30, 26	+12.80K	0.28%
Cetera Investment Advisers	76.25K	Jun 30, 26	+437	0.26%
BKM Wealth Management, LLC	72.38K	Jun 30, 26	-6.79K	0.25%
MML INVESTORS SERVICES, LLC	68.37K	Jun 30, 26	+2.50K	0.24%
Inlight Wealth Management, LLC	67.50K	Jun 30, 26	-3.23K	0.23%
Econ Financial Services Corp	67.39K	Jun 30, 26	+435	0.23%
Causey Wealth LLC	67.26K	Jun 30, 26	-660	0.23%
Beckerman Institutional, LLC	63.20K	Jun 30, 26	-1.74K	0.22%
Stratos Wealth Partners, LTD.	57.74K	Jun 30, 26	+1.74K	0.20%
United Advisor Group, LLC	54.68K	Jun 30, 26	+490	0.19%
Premier Private Wealth Management LLC	50.24K	Jun 30, 26	+892	0.17%
Haven Private, LLC	49.46K	Jun 30, 26	-537	0.17%
Nicholas Hoffman & Company, LLC.	47.51K	Jun 30, 26	-73	0.16%
Janney Montgomery Scott LLC	46.88K	Jun 30, 26	+937	0.16%
Occidental Asset Management, LLC	46.06K	Jun 30, 26	-274	0.16%
Midway Capital Research & Management	45.27K	Jun 30, 26	+854	0.16%
Kestra Advisory Services, LLC	44.06K	Jun 30, 26	+9.09K	0.15%
Alpha Omega Wealth Management LLC	43.25K	Jun 30, 26	+262	0.15%
WESCAP Management Group, Inc.	42.82K	Jun 30, 26	-533	0.15%
Great Point Wealth Advisors, LLC	41.32K	Jun 30, 26	-3.67K	0.14%
ROYAL BANK OF CANADA	40.92K	Jun 30, 26	+1.50K	0.14%
Global Retirement Partners, LLC	40.22K	Jun 30, 26	+40.22K	0.14%
Sterling Financial Planning, Inc.	39.29K	Jun 30, 26	-322	0.14%
STIFEL FINANCIAL CORP	38.93K	Jun 30, 26	+3.00K	0.13%
Texas Yale Capital Corp.	38.28K	Jun 30, 26	--	0.13%
VISTA INVESTMENT MANAGEMENT	37.31K	Jun 30, 26	+268	0.13%
Sound Stewardship, LLC	37.10K	Jun 30, 26	+2.41K	0.13%
FFG RETIREMENT ADVISORS LLC	35.76K	Jun 30, 26	+282	0.12%
Marathon Strategic Advisors, LLC	34.56K	Jun 30, 26	+67	0.12%
FAMILY WEALTH PARTNERS, LLC	33.79K	Jun 30, 26	-336	0.12%
PINNACLE ASSOCIATES LTD	33.70K	Jun 30, 26	-300	0.12%
Farmers & Merchants Trust Co of Chambersburg PA	32.75K	Jun 30, 26	+1.07K	0.11%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	30.67K	Jun 30, 26	-686	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	30.41K	Jun 30, 26	-762	0.10%
Waterfront Wealth Inc.	30.20K	Jun 30, 26	+1.84K	0.10%
CITADEL ADVISORS LLC	29.75K	Jun 30, 26	+29.75K	0.10%
Lifetime Wealth Management P.C.	29.32K	Jun 30, 26	+6.69K	0.10%
AQR CAPITAL MANAGEMENT LLC	28.42K	Jun 30, 26	-76	0.10%
JOHNSON INVESTMENT COUNSEL INC	27.07K	Jun 30, 26	-160	0.09%
Mariner, LLC	25.87K	Jun 30, 26	-14.45K	0.09%
NorthCrest Asset Manangement, LLC	25.43K	Jun 30, 26	--	0.09%
Lido Advisors, LLC	21.91K	Jun 30, 26	-689	0.08%
Addison Advisors LLC	21.83K	Jun 30, 26	-36.20K	0.08%
Buckingham Strategic Partners	21.04K	Jun 30, 26	-14.33K	0.07%
Financial Harvest, LLC	20.79K	Jun 30, 26	+649	0.07%
SHRIER WEALTH MANAGEMENT, LLC	20.54K	Jun 30, 26	+16	0.07%
Evanson Financial, LLC	20.21K	Jun 30, 26	+20.21K	0.07%
Baird Financial Group, Inc.	20.16K	Jun 30, 26	-624	0.07%
Three Bearings Fiduciary Advisors, Inc.	20.15K	Jun 30, 26	-1.18K	0.07%
Cornerstone Wealth Management, LLC	19.71K	Jun 30, 26	+117	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19.22K	Jun 30, 26	+19.22K	0.07%
London & Capital Asset Management Ltd	18.64K	Jun 30, 26	-180	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.58K	Jun 30, 26	-3.25K	0.06%
Perigon Wealth Management, LLC	17.63K	Jun 30, 26	-2.49K	0.06%
WHITTIER TRUST CO	17.49K	Jun 30, 26	-3.35K	0.06%
Lodestone Wealth Management LLC	16.32K	Jun 30, 26	+265	0.06%
CI Private Wealth, LLC	15.68K	Jun 30, 26	-1.08K	0.05%
BOSTON FAMILY OFFICE LLC	15.49K	Jun 30, 26	-740	0.05%
American Capital Advisory, LLC	15.21K	Jun 30, 26	-134	0.05%
Betterment LLC	15.04K	Jun 30, 26	+176	0.05%
Astra Wealth Partners LLC	13.94K	Jun 30, 26	+576	0.05%
Beacon Pointe Advisors, LLC	13.75K	Jun 30, 26	--	0.05%
Everest Management Corp.	13.58K	Jun 30, 26	+693	0.05%
Avos Capital Management, LLC	13.29K	Jun 30, 26	-2.42K	0.05%
Modera Wealth Management, LLC	13.06K	Jun 30, 26	--	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	12.91K	Jun 30, 26	-4.79K	0.04%
Covenant Asset Management, LLC	12.85K	Jun 30, 26	+272	0.04%
TopTier Wealth Management, LLC	12.76K	Jun 30, 26	-1.95K	0.04%
SIMON QUICK ADVISORS, LLC	11.87K	Jun 30, 26	--	0.04%
NWAM LLC	11.58K	Jun 30, 26	+63	0.04%
Matisse Capital	11.52K	Jun 30, 26	--	0.04%
LEAVELL INVESTMENT MANAGEMENT, INC.	11.50K	Jun 30, 26	+1.20K	0.04%
Sanctuary Advisors, LLC	11.43K	Jun 30, 26	+697	0.04%
WADDELL & ASSOCIATES, LLC	11.18K	Jun 30, 26	-1	0.04%
Biltmore Family Office, LLC	11.06K	Jun 30, 26	-1.99K	0.04%
Collaborative Fund Advisors, LLC	10.86K	Jun 30, 26	+10.86K	0.04%
FMR LLC	10.56K	Jun 30, 26	+1.41K	0.04%
AssuredPartners Investment Advisors, LLC	10.38K	Jun 30, 26	+1.38K	0.04%
CAHILL FINANCIAL ADVISORS INC	9.98K	Jun 30, 26	-83	0.03%
Bank OZK	9.89K	Jun 30, 26	--	0.03%
ProVise Management Group, LLC	9.76K	Jun 30, 26	+1	0.03%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	9.71K	Jun 30, 26	-2.76K	0.03%
SigFig Wealth Management, LLC	9.37K	Jun 30, 26	+61	0.03%
Columbus Macro, LLC	9.22K	Jun 30, 26	+213	0.03%
DAVENPORT & Co LLC	9.19K	Jun 30, 26	-642	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	9.00K	Jun 30, 26	-38	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	8.65K	Jun 30, 26	--	0.03%
WATERSHED PRIVATE WEALTH LLC	8.36K	Jun 30, 26	--	0.03%
JFS WEALTH ADVISORS, LLC	8.13K	Jun 30, 26	+607	0.03%
GOLDMAN SACHS GROUP INC	8.07K	Jun 30, 26	+4.31K	0.03%
HENGEHOLD CAPITAL MANAGEMENT LLC	7.71K	Jun 30, 26	-66	0.03%
Farther Finance Advisors, LLC	7.53K	Jun 30, 26	-80	0.03%
Integrated Wealth Concepts LLC	7.34K	Jun 30, 26	+1.38K	0.03%
Wedmont Private Capital	7.24K	Jun 30, 26	--	0.02%
Cresset Asset Management, LLC	7.03K	Jun 30, 26	--	0.02%
PlanVest Financial, Inc	6.96K	Jun 30, 26	-996	0.02%
NOVEM GROUP	6.69K	Jun 30, 26	+996	0.02%
PFG Investments, LLC	6.13K	Jun 30, 26	+80	0.02%
NORTHERN TRUST CORP	5.97K	Jun 30, 26	-81	0.02%
Triasima Portfolio Management inc.	5.97K	Jun 30, 26	--	0.02%
Vontobel Holding Ltd.	5.80K	Jun 30, 26	+5.80K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	5.67K	Jun 30, 26	-53	0.02%
Bison Wealth, LLC	5.55K	Jun 30, 26	+1.37K	0.02%
Meridian Financial Partners LLC	5.52K	Jun 30, 26	-451	0.02%
Advisory Services Network, LLC	5.40K	Jun 30, 26	-55	0.02%
Sovereign Financial Group, Inc.	5.33K	Jun 30, 26	-482	0.02%
Colorado Capital Management, Inc.	5.31K	Jun 30, 26	--	0.02%
JONES FINANCIAL COMPANIES LLLP	5.24K	Jun 30, 26	+599	0.02%
FF Advisors,LLC	4.98K	Jun 30, 26	--	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	4.96K	Jun 30, 26	--	0.02%
Atria Investments, Inc	4.92K	Jun 30, 26	-979	0.02%
Seed Wealth Management, Inc.	4.80K	Jun 30, 26	--	0.02%
HighPoint Advisor Group LLC	4.77K	Jun 30, 26	+59	0.02%
SageView Advisory Group, LLC	4.63K	Jun 30, 26	+11	0.02%
Ameritas Advisory Services, LLC	4.61K	Jun 30, 26	+458	0.02%
Private Advisor Group, LLC	4.59K	Jun 30, 26	+105	0.02%
EASTERN BANK	4.57K	Jun 30, 26	-2.46K	0.02%
AVAII WEALTH MANAGEMENT, LLC	4.47K	Jun 30, 26	+6	0.02%
Pitcairn Wealth Advisors LLC	4.47K	Jun 30, 26	+4.47K	0.02%
Jacobs Equity LLC	4.42K	Jun 30, 26	+152	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	4.36K	Jun 30, 26	-1.93K	0.01%
Modern Wealth Management, LLC	4.18K	Jun 30, 26	--	0.01%
Adviser Investments LLC	4.16K	Jun 30, 26	--	0.01%
Berger Financial Group, Inc	3.90K	Jun 30, 26	+26	0.01%
MFA WEALTH ADVISORS, LLC	3.70K	Jun 30, 26	-2.69K	0.01%
Qube Research & Technologies Ltd	3.68K	Jun 30, 26	-5.60K	0.01%
Aptus Capital Advisors, LLC	3.61K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	3.60K	Jun 30, 26	+47	0.01%
CAPITAL MANAGEMENT CORP /VA	3.60K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	3.58K	Jun 30, 26	--	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	3.57K	Jun 30, 26	+3.57K	0.01%
CoreCap Advisors, LLC	3.55K	Jun 30, 26	-111	0.01%
Gladstone Institutional Advisory LLC	3.51K	Jun 30, 26	+3.51K	0.01%
Aspect Partners, LLC	3.36K	Jun 30, 26	--	0.01%
StoneX Group Inc.	3.26K	Jun 30, 26	-660	0.01%
IFP Advisors, Inc	3.00K	Jun 30, 26	+822	0.01%
JPMORGAN CHASE & CO	2.85K	Jun 30, 26	+1.48K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	2.67K	Jun 30, 26	+64	0.01%
IFG Advisory, LLC	2.51K	Jun 30, 26	+2.51K	0.01%
SBI Securities Co., Ltd.	2.49K	Jun 30, 26	+24	0.01%
Fairman Group, LLC	2.36K	Jun 30, 26	-1.19K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.29K	Jun 30, 26	-1.10K	0.01%
BLAIR WILLIAM & CO/IL	2.25K	Jun 30, 26	+25	0.01%
US BANCORP \DE\	2.18K	Jun 30, 26	--	0.01%
Private Wealth Asset Management, LLC	2.04K	Jun 30, 26	--	0.01%
PETERSON WEALTH MANAGEMENT	1.56K	Jun 30, 26	+20	0.01%
Legacy Bridge, LLC	1.50K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	1.49K	Jun 30, 26	+1.48K	0.01%
MASECO LLP	1.46K	Jun 30, 26	+492	0.01%
Atlantic Union Bankshares Corp	1.41K	Jun 30, 26	+680	0.00%
BANK OF MONTREAL /CAN/	1.34K	Jun 30, 26	+37	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.16K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.14K	Jun 30, 26	+860	0.00%
Hanson & Doremus Investment Management	1.14K	Jun 30, 26	+4	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.14K	Jun 30, 26	--	0.00%
Spire Wealth Management	1.05K	Jun 30, 26	-1.05K	0.00%
Clearstead Advisors, LLC	1.03K	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	728	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	657	Jun 30, 26	-133	0.00%
ATLAS CAPITAL ADVISORS LLC	651	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	600	Jun 30, 26	--	0.00%
Vanguard National Trust Co	557	Jun 30, 26	--	0.00%
Osbon Capital Management LLC	529	Jun 30, 26	--	0.00%
Philadelphia Investment Partners, LLC	503	Jun 30, 26	-30	0.00%
Decker Retirement Planning Inc.	485	Jun 30, 26	+485	0.00%
HUNTINGTON NATIONAL BANK	481	Jun 30, 26	+480	0.00%
ROTHSCHILD INVESTMENT LLC	477	Jun 30, 26	+3	0.00%
NBT BANK N A /NY	423	Jun 30, 26	--	0.00%
MONTAG A & ASSOCIATES INC	400	Jun 30, 26	--	0.00%
BOKF, NA	350	Jun 30, 26	--	0.00%
Walsh & Associates, LLC	330	Jun 30, 26	-175	0.00%
Piscataqua Savings Bank	328	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	323	Jun 30, 26	+323	0.00%
Allworth Financial LP	305	Jun 30, 26	-744	0.00%
PRIVATE TRUST CO NA	292	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	279	Jun 30, 26	+4	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	261	Jun 30, 26	--	0.00%
AE Wealth Management LLC	238	Jun 30, 26	-909	0.00%
Trust Co	215	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	200	Jun 30, 26	+200	0.00%
HARBOUR INVESTMENTS, INC.	190	Jun 30, 26	+2	0.00%
DUNCKER STREETT & CO INC	185	Jun 30, 26	+2	0.00%
Frazier Financial Advisors, LLC	157	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	153	Jun 30, 26	--	0.00%
BROADWATER CAPITAL MANAGEMENT LLC	141	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	132	Jun 30, 26	+132	0.00%
Hurley Capital, LLC	129	Jun 30, 26	+2	0.00%
Russell Investments Group, Ltd.	127	Jun 30, 26	+32	0.00%
Strategic Wealth Partners, Ltd.	108	Jun 30, 26	--	0.00%
SHP Wealth Management	107	Jun 30, 26	-48	0.00%
Steigerwald, Gordon & Koch Inc.	93	Jun 30, 26	+1	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	93	Jun 30, 26	-529	0.00%
Larson Financial Group LLC	75	Jun 30, 26	-50	0.00%
AdvisorNet Financial, Inc	64	Jun 30, 26	-62	0.00%
Sachetta, LLC	59	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	54	Jun 30, 26	+1	0.00%
LRI Investments, LLC	50	Jun 30, 26	--	0.00%
Tidemark, LLC	44	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	40	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	38	Jun 30, 26	-399	0.00%
VANGUARD ADVISERS INC	33	Jun 30, 26	--	0.00%
CX Institutional	30	Jun 30, 26	+1	0.00%
Smartleaf Asset Management LLC	22	Jun 30, 26	--	0.00%
Financial Life Planners	21	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	16	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	15	Jun 30, 26	--	0.00%
Asset Dedication, LLC	13	Jun 30, 26	--	0.00%
Planning Strategies Inc.	13	Jun 30, 26	+13	0.00%
Continuum Advisory, LLC	8	Jun 30, 26	+8	0.00%
Central Pacific Bank - Trust Division	2	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1	Jun 30, 26	--	0.00%
Kilter Group LLC	1	Jun 30, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-2.40K	--
REAP Financial Group, LLC	--	Jun 30, 26	-65	--
POM Investment Strategies, LLC	--	Jun 30, 26	-79	--
Sankala Group LLC	--	Jun 30, 26	-2	--
Phillip James Consulting Co.	--	Jun 30, 26	-9.65K	--
MAI Capital Management	--	Jun 30, 26	-400	--
Wright Fund Management, LLC	--	Jun 30, 26	-34.13K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-561	--
Independent Advisor Alliance	--	Jun 30, 26	-13.90K	--
Founders Financial Alliance, LLC	--	Jun 30, 26	-555	--
Neumann Capital Management, LLC	--	Jun 30, 26	-157.42K	--
Team Financial Group, LLC	--	Jun 30, 26	-89	--
Passive Capital Management, LLC.	--	Jun 30, 26	-3.36K	--
Chokshi & Queen Wealth Advisors, Inc	--	Jun 30, 26	-7.10K	--
Empowered Funds, LLC	--	Jun 30, 26	-104.36K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-5	--
Keating Financial Advisory Services, Inc.	--	Jun 30, 26	-300	--
Efficient Advisors, LLC	68.94K	Mar 31, 26	-71.96K	0.24%
rebel Financial LLC	67.23K	Mar 31, 26	-3.31K	0.23%
Evanson Asset Management, LLC	20.08K	Mar 31, 26	-978	0.07%
CWM, LLC	1.96K	Mar 31, 26	+444	0.01%
COMERICA BANK	1.86K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	35	Dec 31, 25	--	0.00%
REDMONT WEALTH ADVISORS LLC	15	Dec 31, 25	--	0.00%
Kathleen S. Wright Associates Inc.	11.40K	Sep 30, 25	--	0.04%
Promus Capital, LLC	--	Sep 30, 25	-548	--
Congress Wealth Management LLC / DE /	702.31K	Jun 30, 25	+21.62K	2.42%
DHK Financial Advisors, Inc.	28.20K	Jun 30, 25	+14.10K	0.10%
AVANTAX ADVISORY SERVICES, INC.	19.41K	Jun 30, 25	+92	0.07%
Exchange Capital Management, Inc.	18.23K	Jun 30, 25	+2.12K	0.06%
Moser Wealth Advisors, LLC	14.48K	Jun 30, 25	-8.48K	0.05%
Atria Wealth Solutions, Inc.	8.51K	Jun 30, 25	+8.51K	0.03%
Sandy Spring Bank	--	Mar 31, 25	-974	--
BOSTON FINANCIAL MANGEMENT LLC	366.67K	Dec 31, 24	+2.96K	1.26%
Bison Wealth, LLC	16.00K	Dec 31, 24	-26.69K	0.06%
WR Wealth Planners, LLC	164	Dec 31, 24	--	0.00%
Financial Planning & Information Services, Inc.	363.12K	Sep 30, 24	-12.31K	1.25%
Raymond James Financial Services Advisors, Inc.	220.95K	Sep 30, 24	+6.21K	0.76%
RAYMOND JAMES & ASSOCIATES	28.91K	Sep 30, 24	+1.23K	0.10%
RAYMOND JAMES TRUST N.A.	4.33K	Sep 30, 24	--	0.01%
Custom Portfolio Group LLC	769	Jun 30, 24	--	0.00%
BlackRock Inc.	--	Jun 30, 24	-775	--
Relative Value Partners Group, LLC	--	Jun 30, 24	-215.59K	--
Cetera Advisor Networks LLC	36.80K	Mar 31, 24	+57	0.13%
Cetera Advisors LLC	14.27K	Mar 31, 24	-3.42K	0.05%
KLR INVESTMENT ADVISORS, LLC	7.28K	Mar 31, 24	-1.06K	0.03%
EisnerAmper Wealth Management Corporate Benefits, LLC	205.08K	Dec 31, 23	-9.84K	0.71%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.39K	Sep 30, 23	-80	0.03%
ROPES WEALTH ADVISORS LLC	--	Sep 30, 23	-14.68K	--
Intercontinental Wealth Advisors, LLC	5.04K	Jun 30, 23	-107	0.02%
Parsec Financial Management, Inc.	13.01K	Mar 31, 23	-827	0.04%
BOENNING & SCATTERGOOD, INC.	16.18K	Dec 31, 22	+16.18K	0.06%
WIPFLI FINANCIAL ADVISORS LLC,	97.71K	Sep 30, 22	+41.01K	0.34%
55I, LLC	15.73K	Sep 30, 22	+5.07K	0.05%
BLUESTEIN R H & CO LLC	12.43K	Sep 30, 22	+1.54K	0.04%
Covington Capital Management	4.61K	Sep 30, 22	-175	0.02%
American Portfolios Advisors	1.07K	Sep 30, 22	-707	0.00%
Fieldpoint Private Securities, LLC	26.75K	Jun 30, 22	-47.80K	0.09%
Cordasco Financial Network	94	Jun 30, 22	--	0.00%
Lake Point Wealth Management	--	Jun 30, 22	-10	--
PALLADIUM PARTNERS LLC	726.18K	Mar 31, 22	+8.28K	2.50%
KINGS POINT CAPITAL MANAGEMENT	72.10K	Mar 31, 22	-2.04K	0.25%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	8.00K	Mar 31, 22	+8.00K	0.03%
Swaine & Leidel Wealth Services, LLC	4.92K	Mar 31, 22	+4.92K	0.02%
Barrett Asset Management, LLC	--	Mar 31, 22	-900	--
Carroll Financial Associates, Inc.	66.02K	Dec 31, 21	+1.56K	0.23%
JD Financial Services Inc.	37.10K	Dec 31, 21	+37.10K	0.13%
NEXT Financial Group, Inc	6.85K	Dec 31, 21	+358	0.02%
Ameritas Investment Company, LLC	7.48K	Sep 30, 21	-685	0.03%
Homrich & Berg	6.95K	Sep 30, 21	+963	0.02%
20/20 Capital Management, Inc.	6.52K	Jun 30, 21	-17	0.02%
Vontobel Swiss Wealth Advisors AG	5.90K	Jun 30, 21	+450	0.02%
Winslow, Evans & Crocker, Inc.	1.07K	Dec 31, 20	+830	0.00%
3D ASSET MANAGEMENT, INC	256.48K	Sep 30, 20	-36.88K	0.88%
First Allied Advisory Services, Inc.	51.17K	Sep 30, 20	-8.22K	0.18%
Stratford Consulting, LLC	108.20K	Mar 31, 20	-55.51K	0.37%
CAPITAL ONE, NATIONAL ASSOCIATION	103.90K	Dec 31, 19	+103.90K	0.36%
Advisor Group, Inc.	69.36K	Dec 31, 19	-10.05K	0.24%
LADENBURG THALMANN FINANCIAL SERVICES INC.	48.87K	Dec 31, 19	-941	0.17%
Capital One Investing, Inc.	69.61K	Sep 30, 19	+3.49K	0.24%
FinTrust Investment Advisory Services, LLC	7.57K	Mar 31, 18	-443	0.03%
TRAIN BABCOCK ADVISORS LLC	30.89K	Dec 31, 17	+30.89K	0.11%
AURORA FINANCIAL ADVISORS, LLC	7.10K	Dec 31, 17	+7.10K	0.02%
RAY GERALD L & ASSOCIATES LTD	10.85K	Sep 30, 17	-5	0.04%
Virtu KCG Holdings LLC	54.41K	Jun 30, 17	+16.02K	0.19%
Commonwealth Equity Services, Inc	43.33K	Jun 30, 17	+105	0.15%
WFG Advisors, LP	3.69K	Jun 30, 17	+2.38K	0.01%
Kernodle & Katon Asset Management Group, LLC	425	Mar 31, 17	-125	0.00%
MSI Financial Services Inc	6.36K	Dec 31, 16	-111	0.02%
BlackRock Investment Management, LLC	3.71K	Dec 31, 16	-541	0.01%
Argentus Capital Management, LLC	--	Dec 31, 16	-2.46K	--
VSR Financial Services, Inc.	--	Jun 30, 16	-31.42K	--
Alerus Investment Advisors Corp	785	Mar 31, 16	--	0.00%
Fusion Investment Group, LLC	40.45K	Dec 31, 15	+183	0.14%
Laidlaw Group, LLC	55.20K	Jun 30, 15	-4.27K	0.19%
MANAGED ACCOUNT ADVISORS LLC	457	Jun 30, 15	+457	0.00%
BAIRD ROBERT W & CO INC /WI/	4.59K	Mar 31, 15	+4.59K	0.02%
Placemark Investments, Inc.	5.36K	Dec 31, 14	+1.00K	0.02%
NEW ENGLAND SECURITIES CORP /MA/	--	Dec 31, 14	-140	--
UBS AG	815.37K	Sep 30, 14	-26.53K	2.81%
COMMUNITY BANK SYSTEM, INC.	11.10K	Sep 30, 14	--	0.04%
Strategic Capital Group LLC	--	Jun 30, 14	-454	--
Jane Street Holding, LLC	244.94K	Dec 31, 13	+244.94K	0.84%
Willow Street Advisors LLC	60.46K	Dec 31, 13	-2.40K	0.21%
SIGNET MANAGEMENT USA, LLC	89	Dec 31, 13	+89	0.00%
GALAXY CAPITAL TRADING LTD	--	Dec 31, 13	-32.65K	--
STIFEL NICOLAUS & CO INC \MO\	7.47K	Sep 30, 13	+2.00K	0.03%
First Allied Securities, Inc.	49	Jun 30, 12	-772	0.00%

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Market Movers

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Holder

Date

Change

% Held

Creative Planning

3.96M

Jun 30, 26

-247.36K

13.63%

BANK OF AMERICA CORP /DE/

1.30M

Jun 30, 26

+13.96K

4.46%

NATIONAL BANK OF CANADA /FI/

614.36K

Jun 30, 26

+5.76K

2.11%

MORGAN STANLEY

568.02K

Jun 30, 26

+11.85K

1.95%

HighTower Advisors, LLC

527.27K

Jun 30, 26

+10.21K

1.81%

ENVESTNET ASSET MANAGEMENT INC

461.87K

Jun 30, 26

+21.35K

1.59%

Unison Advisors LLC

448.59K

Jun 30, 26

+3.44K

1.54%

CAPTRUST FINANCIAL ADVISORS

436.80K

Jun 30, 26

+6.04K

1.50%

LPL Financial LLC

402.85K

Jun 30, 26

-14.03K

1.39%

FIFTH THIRD BANCORP

379.22K

Jun 30, 26

+688

1.30%

ADVISOR GROUP HOLDINGS, INC.

370.67K

Jun 30, 26

+3.55K

1.28%

RAYMOND JAMES FINANCIAL INC

336.45K

Jun 30, 26

+15.09K

1.16%

OLD MISSION CAPITAL LLC

332.42K

Jun 30, 26

+98.61K

1.14%

Colony Group, LLC

327.95K

Jun 30, 26

-1.82K

1.13%

ASSETMARK, INC

321.12K

Jun 30, 26

+321.06K

1.11%

GREAT VALLEY ADVISOR GROUP, INC.

308.55K

Jun 30, 26

+4.05K

1.06%

PARK AVENUE SECURITIES LLC

271.60K

Jun 30, 26

+11.24K

0.93%

WELLS FARGO & COMPANY/MN

261.90K

Jun 30, 26

+12.97K

0.90%

BIP Wealth, LLC

164.94K

Jun 30, 26

+10.54K

0.57%

Cerity Partners LLC

164.58K

Jun 30, 26

-2.18K

0.57%

Checchi Capital Advisers, LLC

163.82K

Jun 30, 26

+4.67K

0.56%

Baker Ellis Asset Management LLC

163.08K

Jun 30, 26

-1.38K

0.56%

AMERIPRISE FINANCIAL INC

152.30K

Jun 30, 26

-213.40K

0.52%

Cascade Financial Partners, LLC

151.62K

Jun 30, 26

+7.54K

0.52%

Portland Global Advisors LLC

146.69K

Jun 30, 26

+738

0.50%

Rockefeller Capital Management L.P.

134.26K

Jun 30, 26

-1.18K

0.46%

Tortoise Investment Management, LLC

128.22K

Jun 30, 26

-2.92K

0.44%

BLUELINE ADVISORS LLC

125.09K

Jun 30, 26

+7.20K

0.43%

Cambridge Investment Research Advisors, Inc.

124.45K

Jun 30, 26

+2.71K

0.43%

UBS Group AG

123.04K

Jun 30, 26

+6.42K

0.42%

O'Connor Financial Group LLC

122.02K

Jun 30, 26

+762

0.42%

Bristlecone Value Partners, LLC

118.73K

Jun 30, 26

-1.26K

0.41%

Discipline Wealth Solutions, LLC

118.16K

Jun 30, 26

-4.15K

0.41%

Stonebridge Wealth Management, LLC

117.94K

Jun 30, 26

+755

0.41%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

113.64K

Jun 30, 26

-4.34K

0.39%

Csenge Advisory Group

110.70K

Jun 30, 26

-3.78K

0.38%

Shore Point Advisors, LLC

109.81K

Jun 30, 26

+5.64K

0.38%

BlackRock, Inc.

95.93K

Jun 30, 26

+31.15K

0.33%

Steward Partners Investment Advisory, LLC

94.81K

Jun 30, 26

+298

0.33%

Prosperity Consulting Group, LLC

92.84K

Jun 30, 26

-10.63K

0.32%

TRB Wealth Management, LLC

86.70K

Jun 30, 26

+2.28K

0.30%

Spectrum Wealth Advisory Group, LLC

85.58K

Jun 30, 26

-2.96K

0.29%

SMITH, MOORE & CO.

84.55K

Jun 30, 26

-9.48K

0.29%

Leibman Financial Services, Inc.

80.37K

Jun 30, 26

+12.80K

0.28%

Cetera Investment Advisers

76.25K

Jun 30, 26

+437

0.26%

BKM Wealth Management, LLC

72.38K

Jun 30, 26

-6.79K

0.25%

MML INVESTORS SERVICES, LLC

68.37K

Jun 30, 26

+2.50K

0.24%

Inlight Wealth Management, LLC

67.50K

Jun 30, 26

-3.23K

0.23%

Econ Financial Services Corp

67.39K

Jun 30, 26

+435

0.23%

Causey Wealth LLC

67.26K

Jun 30, 26

-660

0.23%

Beckerman Institutional, LLC

63.20K

Jun 30, 26

-1.74K

0.22%

Stratos Wealth Partners, LTD.

57.74K

Jun 30, 26

+1.74K

0.20%

United Advisor Group, LLC

54.68K

Jun 30, 26

+490

0.19%

Premier Private Wealth Management LLC

50.24K

Jun 30, 26

+892

0.17%

Haven Private, LLC

49.46K

Jun 30, 26

-537

0.17%

Nicholas Hoffman & Company, LLC.

47.51K

Jun 30, 26

-73

0.16%

Janney Montgomery Scott LLC

46.88K

Jun 30, 26

+937

0.16%

Occidental Asset Management, LLC

46.06K

Jun 30, 26

-274

0.16%

Midway Capital Research & Management

45.27K

Jun 30, 26

+854

0.16%

Kestra Advisory Services, LLC

44.06K

Jun 30, 26

+9.09K

0.15%

Alpha Omega Wealth Management LLC

43.25K

Jun 30, 26

+262

0.15%

WESCAP Management Group, Inc.

42.82K

Jun 30, 26

-533

0.15%

Great Point Wealth Advisors, LLC

41.32K

Jun 30, 26

-3.67K

0.14%

ROYAL BANK OF CANADA

40.92K

Jun 30, 26

+1.50K

0.14%

Global Retirement Partners, LLC

40.22K

Jun 30, 26

+40.22K

0.14%

Sterling Financial Planning, Inc.

39.29K

Jun 30, 26

-322

0.14%

STIFEL FINANCIAL CORP

38.93K

Jun 30, 26

+3.00K

0.13%

Texas Yale Capital Corp.

38.28K

Jun 30, 26

0.13%

VISTA INVESTMENT MANAGEMENT

37.31K

Jun 30, 26

+268

0.13%

Sound Stewardship, LLC

37.10K

Jun 30, 26

+2.41K

0.13%

FFG RETIREMENT ADVISORS LLC

35.76K

Jun 30, 26

+282

0.12%

Marathon Strategic Advisors, LLC

34.56K

Jun 30, 26

+67

0.12%

FAMILY WEALTH PARTNERS, LLC

33.79K

Jun 30, 26

-336

0.12%

PINNACLE ASSOCIATES LTD

33.70K

Jun 30, 26

-300

0.12%

Farmers & Merchants Trust Co of Chambersburg PA

32.75K

Jun 30, 26

+1.07K

0.11%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

30.67K

Jun 30, 26

-686

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

30.41K

Jun 30, 26

-762

0.10%

Waterfront Wealth Inc.

30.20K

Jun 30, 26

+1.84K

0.10%

CITADEL ADVISORS LLC

29.75K

Jun 30, 26

+29.75K

0.10%

Lifetime Wealth Management P.C.

29.32K

Jun 30, 26

+6.69K

0.10%

AQR CAPITAL MANAGEMENT LLC

28.42K

Jun 30, 26

-76

0.10%

JOHNSON INVESTMENT COUNSEL INC

27.07K

Jun 30, 26

-160

0.09%

Mariner, LLC

25.87K

Jun 30, 26

-14.45K

0.09%

NorthCrest Asset Manangement, LLC

25.43K

Jun 30, 26

0.09%

Lido Advisors, LLC

21.91K

Jun 30, 26

-689

0.08%

Addison Advisors LLC

21.83K

Jun 30, 26

-36.20K

0.08%

Buckingham Strategic Partners

21.04K

Jun 30, 26

-14.33K

0.07%

Financial Harvest, LLC

20.79K

Jun 30, 26

+649

0.07%

SHRIER WEALTH MANAGEMENT, LLC

20.54K

Jun 30, 26

+16

0.07%

Evanson Financial, LLC

20.21K

Jun 30, 26

+20.21K

0.07%

Baird Financial Group, Inc.

20.16K

Jun 30, 26

-624

0.07%

Three Bearings Fiduciary Advisors, Inc.

20.15K

Jun 30, 26

-1.18K

0.07%

Cornerstone Wealth Management, LLC

19.71K

Jun 30, 26

+117

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

19.22K

Jun 30, 26

+19.22K

0.07%

London & Capital Asset Management Ltd

18.64K

Jun 30, 26

-180

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.58K

Jun 30, 26

-3.25K

0.06%

Perigon Wealth Management, LLC

17.63K

Jun 30, 26

-2.49K

0.06%

WHITTIER TRUST CO

17.49K

Jun 30, 26

-3.35K

0.06%

Lodestone Wealth Management LLC

16.32K

Jun 30, 26

+265

0.06%

CI Private Wealth, LLC

15.68K

Jun 30, 26

-1.08K

0.05%

BOSTON FAMILY OFFICE LLC

15.49K

Jun 30, 26

-740

0.05%

American Capital Advisory, LLC

15.21K

Jun 30, 26

-134

0.05%

Betterment LLC

15.04K

Jun 30, 26

+176

0.05%

Astra Wealth Partners LLC

13.94K

Jun 30, 26

+576

0.05%

Beacon Pointe Advisors, LLC

13.75K

Jun 30, 26

0.05%

Everest Management Corp.

13.58K

Jun 30, 26

+693

0.05%

Avos Capital Management, LLC

13.29K

Jun 30, 26

-2.42K

0.05%

Modera Wealth Management, LLC

13.06K

Jun 30, 26

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

12.91K

Jun 30, 26

-4.79K

0.04%

Covenant Asset Management, LLC

12.85K

Jun 30, 26

+272

0.04%

TopTier Wealth Management, LLC

12.76K

Jun 30, 26

-1.95K

0.04%

SIMON QUICK ADVISORS, LLC

11.87K

Jun 30, 26

0.04%

NWAM LLC

11.58K

Jun 30, 26

+63

0.04%

Matisse Capital

11.52K

Jun 30, 26

0.04%

LEAVELL INVESTMENT MANAGEMENT, INC.

11.50K

Jun 30, 26

+1.20K

0.04%

Sanctuary Advisors, LLC

11.43K

Jun 30, 26

+697

0.04%

WADDELL & ASSOCIATES, LLC

11.18K

Jun 30, 26

-1

0.04%

Biltmore Family Office, LLC

11.06K

Jun 30, 26

-1.99K

0.04%

Collaborative Fund Advisors, LLC

10.86K

Jun 30, 26

+10.86K

0.04%

FMR LLC

10.56K

Jun 30, 26

+1.41K

0.04%

AssuredPartners Investment Advisors, LLC

10.38K

Jun 30, 26

+1.38K

0.04%

CAHILL FINANCIAL ADVISORS INC

9.98K

Jun 30, 26

-83

0.03%

Bank OZK

9.89K

Jun 30, 26

0.03%

ProVise Management Group, LLC

9.76K

Jun 30, 26

0.03%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

9.71K

Jun 30, 26

-2.76K

0.03%

SigFig Wealth Management, LLC

9.37K

Jun 30, 26

+61

0.03%

Columbus Macro, LLC

9.22K

Jun 30, 26

+213

0.03%

DAVENPORT & Co LLC

9.19K

Jun 30, 26

-642

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

9.00K

Jun 30, 26

-38

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

8.65K

Jun 30, 26

0.03%

WATERSHED PRIVATE WEALTH LLC

8.36K

Jun 30, 26

0.03%

JFS WEALTH ADVISORS, LLC

8.13K

Jun 30, 26

+607

0.03%

GOLDMAN SACHS GROUP INC

8.07K

Jun 30, 26

+4.31K

0.03%

HENGEHOLD CAPITAL MANAGEMENT LLC

7.71K

Jun 30, 26

-66

0.03%

Farther Finance Advisors, LLC

7.53K

Jun 30, 26

-80

0.03%

Integrated Wealth Concepts LLC

7.34K

Jun 30, 26

+1.38K

0.03%

Wedmont Private Capital

7.24K

Jun 30, 26

0.02%

Cresset Asset Management, LLC

7.03K

Jun 30, 26

0.02%

PlanVest Financial, Inc

6.96K

Jun 30, 26

-996

0.02%

NOVEM GROUP

6.69K

Jun 30, 26

+996

0.02%

PFG Investments, LLC

6.13K

Jun 30, 26

+80

0.02%

NORTHERN TRUST CORP

5.97K

Jun 30, 26

-81

0.02%

Triasima Portfolio Management inc.

5.97K

Jun 30, 26

0.02%

Vontobel Holding Ltd.

5.80K

Jun 30, 26

+5.80K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

5.67K

Jun 30, 26

-53

0.02%

Bison Wealth, LLC

5.55K

Jun 30, 26

+1.37K

0.02%

Meridian Financial Partners LLC

5.52K

Jun 30, 26

-451

0.02%

Advisory Services Network, LLC

5.40K

Jun 30, 26

-55

0.02%

Sovereign Financial Group, Inc.

5.33K

Jun 30, 26

-482

0.02%

Colorado Capital Management, Inc.

5.31K

Jun 30, 26

0.02%

JONES FINANCIAL COMPANIES LLLP

5.24K

Jun 30, 26

+599

0.02%

FF Advisors,LLC

4.98K

Jun 30, 26

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

4.96K

Jun 30, 26

0.02%

Atria Investments, Inc

4.92K

Jun 30, 26

-979

0.02%

Seed Wealth Management, Inc.

4.80K

Jun 30, 26

0.02%

HighPoint Advisor Group LLC

4.77K

Jun 30, 26

+59

0.02%

SageView Advisory Group, LLC

4.63K

Jun 30, 26

+11

0.02%

Ameritas Advisory Services, LLC

4.61K

Jun 30, 26

+458

0.02%

Private Advisor Group, LLC

4.59K

Jun 30, 26

+105

0.02%

EASTERN BANK

4.57K

Jun 30, 26

-2.46K

0.02%

AVAII WEALTH MANAGEMENT, LLC

4.47K

Jun 30, 26

0.02%

Pitcairn Wealth Advisors LLC

4.47K

Jun 30, 26

+4.47K

0.02%

Jacobs Equity LLC

4.42K

Jun 30, 26

+152

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.36K

Jun 30, 26

-1.93K

0.01%

Modern Wealth Management, LLC

4.18K

Jun 30, 26

0.01%

Adviser Investments LLC

4.16K

Jun 30, 26

0.01%

Berger Financial Group, Inc

3.90K

Jun 30, 26

+26

0.01%

MFA WEALTH ADVISORS, LLC

3.70K

Jun 30, 26

-2.69K

0.01%

Qube Research & Technologies Ltd

3.68K

Jun 30, 26

-5.60K

0.01%

Aptus Capital Advisors, LLC

3.61K

Jun 30, 26

0.01%

Capital Analysts, LLC

3.60K

Jun 30, 26

+47

0.01%

CAPITAL MANAGEMENT CORP /VA

3.60K

Jun 30, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

3.58K

Jun 30, 26

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

3.57K

Jun 30, 26

+3.57K

0.01%

CoreCap Advisors, LLC

3.55K

Jun 30, 26

-111

0.01%

Gladstone Institutional Advisory LLC

3.51K

Jun 30, 26

+3.51K

0.01%

Aspect Partners, LLC

3.36K

Jun 30, 26

0.01%

StoneX Group Inc.

3.26K

Jun 30, 26

-660

0.01%

IFP Advisors, Inc

3.00K

Jun 30, 26

+822

0.01%

JPMORGAN CHASE & CO

2.85K

Jun 30, 26

+1.48K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

2.67K

Jun 30, 26

+64

0.01%

IFG Advisory, LLC

2.51K

Jun 30, 26

+2.51K

0.01%

SBI Securities Co., Ltd.

2.49K

Jun 30, 26

+24

0.01%

Fairman Group, LLC

2.36K

Jun 30, 26

-1.19K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.29K

Jun 30, 26

-1.10K

0.01%

BLAIR WILLIAM & CO/IL

2.25K

Jun 30, 26

+25

0.01%

US BANCORP \DE\

2.18K

Jun 30, 26

0.01%

Private Wealth Asset Management, LLC

2.04K

Jun 30, 26

0.01%

PETERSON WEALTH MANAGEMENT

1.56K

Jun 30, 26

+20

0.01%

Legacy Bridge, LLC

1.50K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

1.49K

Jun 30, 26

+1.48K

0.01%

MASECO LLP

1.46K

Jun 30, 26

+492

0.01%

Atlantic Union Bankshares Corp

1.41K

Jun 30, 26

+680

0.00%

BANK OF MONTREAL /CAN/

1.34K

Jun 30, 26

+37

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.16K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.14K

Jun 30, 26

+860

0.00%

Hanson & Doremus Investment Management

1.14K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.14K

Jun 30, 26

0.00%

Spire Wealth Management

1.05K

Jun 30, 26

-1.05K

0.00%

Clearstead Advisors, LLC

1.03K

Jun 30, 26

0.00%

Colonial Trust Co / SC

728

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

657

Jun 30, 26

-133

0.00%

ATLAS CAPITAL ADVISORS LLC

651

Jun 30, 26

0.00%

Hickory Point Bank & Trust

600

Jun 30, 26

0.00%

Vanguard National Trust Co

557

Jun 30, 26

0.00%

Osbon Capital Management LLC

529

Jun 30, 26

0.00%

Philadelphia Investment Partners, LLC

503

Jun 30, 26

-30

0.00%

Decker Retirement Planning Inc.

485

Jun 30, 26

+485

0.00%

HUNTINGTON NATIONAL BANK

481

Jun 30, 26

+480

0.00%

ROTHSCHILD INVESTMENT LLC

477

Jun 30, 26

0.00%

NBT BANK N A /NY

423

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

400

Jun 30, 26

0.00%

BOKF, NA

350

Jun 30, 26

0.00%

Walsh & Associates, LLC

330

Jun 30, 26

-175

0.00%

Piscataqua Savings Bank

328

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

323

Jun 30, 26

+323

0.00%

Allworth Financial LP

305

Jun 30, 26

-744

0.00%

PRIVATE TRUST CO NA

292

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

279

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

261

Jun 30, 26

0.00%

AE Wealth Management LLC

238

Jun 30, 26

-909

0.00%

Trust Co

215

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

200

Jun 30, 26

+200

0.00%

HARBOUR INVESTMENTS, INC.

190

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

185

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

157

Jun 30, 26

0.00%

Millstone Evans Group, LLC

153

Jun 30, 26

0.00%

BROADWATER CAPITAL MANAGEMENT LLC

141

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

132

Jun 30, 26

+132

0.00%

Hurley Capital, LLC

129

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

127

Jun 30, 26

+32

0.00%

Strategic Wealth Partners, Ltd.

108

Jun 30, 26

0.00%

SHP Wealth Management

107

Jun 30, 26

-48

0.00%

Steigerwald, Gordon & Koch Inc.

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-529

0.00%

Larson Financial Group LLC

Jun 30, 26

-50

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

-62

0.00%

Sachetta, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-399

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

Planning Strategies Inc.

Jun 30, 26

+13

0.00%

Continuum Advisory, LLC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-2.40K

REAP Financial Group, LLC

Jun 30, 26

-65

POM Investment Strategies, LLC

Jun 30, 26

-79

Sankala Group LLC

Jun 30, 26

-2

Phillip James Consulting Co.

Jun 30, 26

-9.65K

MAI Capital Management

Jun 30, 26

-400

Wright Fund Management, LLC

Jun 30, 26

-34.13K

Sound Income Strategies, LLC

Jun 30, 26

-561

Independent Advisor Alliance

Jun 30, 26

-13.90K

Founders Financial Alliance, LLC

Jun 30, 26

-555

Neumann Capital Management, LLC

Jun 30, 26

-157.42K

Team Financial Group, LLC

Jun 30, 26

-89

Passive Capital Management, LLC.

Jun 30, 26

-3.36K

Chokshi & Queen Wealth Advisors, Inc

Jun 30, 26

-7.10K

Empowered Funds, LLC

Jun 30, 26

-104.36K

Tower Research Capital LLC (TRC)

Jun 30, 26

-5

Keating Financial Advisory Services, Inc.

Jun 30, 26

-300

Efficient Advisors, LLC

68.94K

Mar 31, 26

-71.96K

0.24%

rebel Financial LLC

67.23K

Mar 31, 26

-3.31K

0.23%

Evanson Asset Management, LLC

20.08K

Mar 31, 26

-978

0.07%

CWM, LLC

1.96K

Mar 31, 26

+444

0.01%

COMERICA BANK

1.86K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

0.00%

Kathleen S. Wright Associates Inc.

11.40K

Sep 30, 25

0.04%

Promus Capital, LLC

Sep 30, 25

-548

Congress Wealth Management LLC / DE /

702.31K

Jun 30, 25

+21.62K

2.42%

DHK Financial Advisors, Inc.

28.20K

Jun 30, 25

+14.10K

0.10%

AVANTAX ADVISORY SERVICES, INC.

19.41K

Jun 30, 25

+92

0.07%

Exchange Capital Management, Inc.

18.23K

Jun 30, 25

+2.12K

0.06%

Moser Wealth Advisors, LLC

14.48K

Jun 30, 25

-8.48K

0.05%

Atria Wealth Solutions, Inc.

8.51K

Jun 30, 25

+8.51K

0.03%

Sandy Spring Bank

Mar 31, 25

-974

BOSTON FINANCIAL MANGEMENT LLC

366.67K

Dec 31, 24

+2.96K

1.26%

Bison Wealth, LLC

16.00K

Dec 31, 24

-26.69K

0.06%

WR Wealth Planners, LLC

164

Dec 31, 24

0.00%

Financial Planning & Information Services, Inc.

363.12K

Sep 30, 24

-12.31K

1.25%

Raymond James Financial Services Advisors, Inc.

220.95K

Sep 30, 24

+6.21K

0.76%

RAYMOND JAMES & ASSOCIATES

28.91K

Sep 30, 24

+1.23K

0.10%

RAYMOND JAMES TRUST N.A.

4.33K

Sep 30, 24

0.01%

Custom Portfolio Group LLC

769

Jun 30, 24

0.00%

BlackRock Inc.

Jun 30, 24

-775

Relative Value Partners Group, LLC

Jun 30, 24

-215.59K

Cetera Advisor Networks LLC

36.80K

Mar 31, 24

+57

0.13%

Cetera Advisors LLC

14.27K

Mar 31, 24

-3.42K

0.05%

KLR INVESTMENT ADVISORS, LLC

7.28K

Mar 31, 24

-1.06K

0.03%

EisnerAmper Wealth Management Corporate Benefits, LLC

205.08K

Dec 31, 23

-9.84K

0.71%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.39K

Sep 30, 23

-80

0.03%

ROPES WEALTH ADVISORS LLC

Sep 30, 23

-14.68K

Intercontinental Wealth Advisors, LLC

5.04K

Jun 30, 23

-107

0.02%

Parsec Financial Management, Inc.

13.01K

Mar 31, 23

-827

0.04%

BOENNING & SCATTERGOOD, INC.

16.18K

Dec 31, 22

+16.18K

0.06%

WIPFLI FINANCIAL ADVISORS LLC,

97.71K

Sep 30, 22

+41.01K

0.34%

55I, LLC

15.73K

Sep 30, 22

+5.07K

0.05%

BLUESTEIN R H & CO LLC

12.43K

Sep 30, 22

+1.54K

0.04%

Covington Capital Management

4.61K

Sep 30, 22

-175

0.02%

American Portfolios Advisors

1.07K

Sep 30, 22

-707

0.00%

Fieldpoint Private Securities, LLC

26.75K

Jun 30, 22

-47.80K

0.09%

Cordasco Financial Network

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

-10

PALLADIUM PARTNERS LLC

726.18K

Mar 31, 22

+8.28K

2.50%

KINGS POINT CAPITAL MANAGEMENT

72.10K

Mar 31, 22

-2.04K

0.25%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

8.00K

Mar 31, 22

+8.00K

0.03%

Swaine & Leidel Wealth Services, LLC

4.92K

Mar 31, 22

+4.92K

0.02%

Barrett Asset Management, LLC

Mar 31, 22

-900

Carroll Financial Associates, Inc.

66.02K

Dec 31, 21

+1.56K

0.23%

JD Financial Services Inc.

37.10K

Dec 31, 21

+37.10K

0.13%

NEXT Financial Group, Inc

6.85K

Dec 31, 21

+358

0.02%

Ameritas Investment Company, LLC

7.48K

Sep 30, 21

-685

0.03%

Homrich & Berg

6.95K

Sep 30, 21

+963

0.02%

20/20 Capital Management, Inc.

6.52K

Jun 30, 21

-17

0.02%

Vontobel Swiss Wealth Advisors AG

5.90K

Jun 30, 21

+450

0.02%

Winslow, Evans & Crocker, Inc.

1.07K

Dec 31, 20

+830

0.00%

3D ASSET MANAGEMENT, INC

256.48K

Sep 30, 20

-36.88K

0.88%

First Allied Advisory Services, Inc.

51.17K

Sep 30, 20

-8.22K

0.18%

Stratford Consulting, LLC

108.20K

Mar 31, 20

-55.51K

0.37%

CAPITAL ONE, NATIONAL ASSOCIATION

103.90K

Dec 31, 19

+103.90K

0.36%

Advisor Group, Inc.

69.36K

Dec 31, 19

-10.05K

0.24%

LADENBURG THALMANN FINANCIAL SERVICES INC.

48.87K

Dec 31, 19

-941

0.17%

Capital One Investing, Inc.

69.61K

Sep 30, 19

+3.49K

0.24%

FinTrust Investment Advisory Services, LLC

7.57K

Mar 31, 18

-443

0.03%

TRAIN BABCOCK ADVISORS LLC

30.89K

Dec 31, 17

+30.89K

0.11%

AURORA FINANCIAL ADVISORS, LLC

7.10K

Dec 31, 17

+7.10K

0.02%

RAY GERALD L & ASSOCIATES LTD

10.85K

Sep 30, 17

-5

0.04%

Virtu KCG Holdings LLC

54.41K

Jun 30, 17

+16.02K

0.19%

Commonwealth Equity Services, Inc

43.33K

Jun 30, 17

+105

0.15%

WFG Advisors, LP

3.69K

Jun 30, 17

+2.38K

0.01%

Kernodle & Katon Asset Management Group, LLC

425

Mar 31, 17

-125

0.00%

MSI Financial Services Inc

6.36K

Dec 31, 16

-111

0.02%

BlackRock Investment Management, LLC

3.71K

Dec 31, 16

-541

0.01%

Argentus Capital Management, LLC

Dec 31, 16

-2.46K

VSR Financial Services, Inc.

Jun 30, 16

-31.42K

Alerus Investment Advisors Corp

785

Mar 31, 16

0.00%

Fusion Investment Group, LLC

40.45K

Dec 31, 15

+183

0.14%

Laidlaw Group, LLC

55.20K

Jun 30, 15

-4.27K

0.19%

MANAGED ACCOUNT ADVISORS LLC

457

Jun 30, 15

+457

0.00%

BAIRD ROBERT W & CO INC /WI/

4.59K

Mar 31, 15

+4.59K

0.02%

Placemark Investments, Inc.

5.36K

Dec 31, 14

+1.00K

0.02%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-140

UBS AG

815.37K

Sep 30, 14

-26.53K

2.81%

COMMUNITY BANK SYSTEM, INC.

11.10K

Sep 30, 14

0.04%

Strategic Capital Group LLC

Jun 30, 14

-454

Jane Street Holding, LLC

244.94K

Dec 31, 13

+244.94K

0.84%

Willow Street Advisors LLC

60.46K

Dec 31, 13

-2.40K

0.21%

SIGNET MANAGEMENT USA, LLC

Dec 31, 13

+89

0.00%

GALAXY CAPITAL TRADING LTD

Dec 31, 13

-32.65K

STIFEL NICOLAUS & CO INC \MO\

7.47K

Sep 30, 13

+2.00K

0.03%

First Allied Securities, Inc.

Jun 30, 12

-772

0.00%