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DIVB(DIVB)

DIVB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 185 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	3.49M	Mar 31, 26	-83.84K	15.08%
BANK OF AMERICA CORP /DE/	1.35M	Mar 31, 26	+159.09K	5.81%
Steward Partners Investment Advisory, LLC	768.56K	Mar 31, 26	+84.73K	3.32%
Cetera Investment Advisers	555.62K	Mar 31, 26	+35.00K	2.40%
IAG Wealth Partners, LLC	522.21K	Mar 31, 26	-3.78K	2.25%
SEGALL BRYANT & HAMILL, LLC	369.91K	Mar 31, 26	-21.90K	1.60%
Foguth Wealth Management, LLC.	315.64K	Mar 31, 26	-188.60K	1.36%
San Luis Wealth Advisors LLC	307.91K	Mar 31, 26	+10.51K	1.33%
Aptus Capital Advisors, LLC	307.61K	Mar 31, 26	+16.69K	1.33%
Sunburst Financial Group, LLC	302.55K	Mar 31, 26	+16.67K	1.31%
Kestra Advisory Services, LLC	283.95K	Mar 31, 26	+208.92K	1.23%
COMMONWEALTH EQUITY SERVICES, LLC	248.75K	Mar 31, 26	-523	1.07%
Aspire Capital Advisors LLC	245.45K	Mar 31, 26	+46.56K	1.06%
Advisors Capital Management, LLC	190.62K	Mar 31, 26	-498.99K	0.82%
ABSOLUTE CAPITAL MANAGEMENT, LLC	184.72K	Mar 31, 26	+1.20K	0.80%
Cresset Asset Management, LLC	175.55K	Mar 31, 26	+280	0.76%
Farther Finance Advisors, LLC	170.78K	Mar 31, 26	-73.23K	0.74%
MORGAN STANLEY	137.62K	Mar 31, 26	+72.37K	0.59%
JPMORGAN CHASE & CO	123.86K	Mar 31, 26	-1.09K	0.53%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	117.42K	Mar 31, 26	-76.50K	0.51%
Compass Financial Services Inc	115.13K	Mar 31, 26	-39.12K	0.50%
Breakwater Capital Group	102.57K	Mar 31, 26	+2.62K	0.44%
MONEY CONCEPTS CAPITAL CORP	95.29K	Mar 31, 26	-892	0.41%
ROYAL BANK OF CANADA	94.42K	Mar 31, 26	+71.27K	0.41%
Blake Schutter Theil Wealth Advisors, LLC	81.32K	Mar 31, 26	+1.60K	0.35%
Taylor Financial Group, Inc.	76.99K	Mar 31, 26	+2.73K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	71.09K	Mar 31, 26	+42.89K	0.31%
ENVESTNET ASSET MANAGEMENT INC	67.31K	Mar 31, 26	+4.62K	0.29%
FLAGSHIP HARBOR ADVISORS, LLC	66.19K	Mar 31, 26	+13.32K	0.29%
ADVISOR GROUP HOLDINGS, INC.	66.03K	Mar 31, 26	+23.89K	0.28%
RAYMOND JAMES FINANCIAL INC	65.08K	Mar 31, 26	+12.71K	0.28%
INDEPENDENT FINANCIAL GROUP, LLC	64.59K	Mar 31, 26	+2.75K	0.28%
Mariner, LLC	63.89K	Mar 31, 26	+1.45K	0.28%
Prepared Retirement Institute LLC	60.59K	Mar 31, 26	+6.34K	0.26%
Argent Trust Co	55.42K	Mar 31, 26	--	0.24%
Sanctuary Advisors, LLC	49.86K	Mar 31, 26	-1.37K	0.22%
IHT Wealth Management, LLC	47.54K	Mar 31, 26	-220	0.21%
Larson Financial Group LLC	47.33K	Mar 31, 26	+2.56K	0.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	44.25K	Mar 31, 26	-9.12K	0.19%
Galvin, Gaustad & Stein, LLC	39.55K	Mar 31, 26	+188	0.17%
PKS Advisory Services, LLC	39.55K	Mar 31, 26	+39.55K	0.17%
NICOLET BANKSHARES INC	37.56K	Mar 31, 26	+37.56K	0.16%
Cambridge Investment Research Advisors, Inc.	33.72K	Mar 31, 26	-3.81K	0.15%
Kingsview Wealth Management, LLC	33.24K	Mar 31, 26	-1.25K	0.14%
IRON Financial LLC	32.25K	Mar 31, 26	+163	0.14%
PEOPLES BANK /OH	31.67K	Mar 31, 26	+959	0.14%
Western Wealth Management, LLC	30.99K	Mar 31, 26	+878	0.13%
BESSEMER GROUP INC	29.95K	Mar 31, 26	--	0.13%
Kellett Wealth Advisors, LLC	29.85K	Mar 31, 26	-1.72K	0.13%
Pensionmark Financial Group, LLC	27.36K	Mar 31, 26	+33	0.12%
MML INVESTORS SERVICES, LLC	26.78K	Mar 31, 26	+4.39K	0.12%
Sovran Advisors, LLC	21.31K	Mar 31, 26	-467	0.09%
ADG Wealth Management Group, LLC	20.40K	Mar 31, 26	+1.28K	0.09%
Princeton Global Asset Management LLC	20.25K	Mar 31, 26	-612	0.09%
CI Private Wealth, LLC	19.39K	Mar 31, 26	-390.28K	0.08%
U.S. Capital Wealth Advisors, LLC	19.24K	Mar 31, 26	+1.35K	0.08%
CreativeOne Wealth, LLC	18.89K	Mar 31, 26	+996	0.08%
NorthRock Partners, LLC	18.57K	Mar 31, 26	+71	0.08%
Gladstone Institutional Advisory LLC	18.13K	Mar 31, 26	+2.46K	0.08%
Continuum Advisory, LLC	17.19K	Mar 31, 26	--	0.07%
MidAtlantic Capital Management, Inc.	17.10K	Mar 31, 26	+162	0.07%
Stratos Wealth Partners, LTD.	15.76K	Mar 31, 26	-960	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.70K	Mar 31, 26	+1.88K	0.07%
Quotient Wealth Partners, LLC	14.94K	Mar 31, 26	+14.94K	0.06%
Foundations Investment Advisors, LLC	14.36K	Mar 31, 26	-6.01K	0.06%
LIBERTY SQUARE WEALTH PARTNERS LLC	13.53K	Mar 31, 26	+3.11K	0.06%
Integrated Wealth Concepts LLC	13.04K	Mar 31, 26	+8.18K	0.06%
Dana Investment Advisors, Inc.	12.31K	Mar 31, 26	-680	0.05%
Clark Capital Management Group, Inc.	11.98K	Mar 31, 26	--	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.82K	Mar 31, 26	-8.00K	0.05%
Paradiem, LLC	11.13K	Mar 31, 26	-966.83K	0.05%
TANDEM CAPITAL MANAGEMENT CORP /ADV	10.76K	Mar 31, 26	+120	0.05%
Tempus Wealth Planning, LLC	10.28K	Mar 31, 26	-444	0.04%
KPP Advisory Services LLC	9.76K	Mar 31, 26	-12.98K	0.04%
CITIZENS FINANCIAL GROUP INC/RI	9.58K	Mar 31, 26	--	0.04%
Advisory Services Network, LLC	9.51K	Mar 31, 26	+987	0.04%
Collier Financial	9.41K	Mar 31, 26	+1.24K	0.04%
WELLS FARGO & COMPANY/MN	9.31K	Mar 31, 26	-2.26K	0.04%
Capital Asset Advisory Services LLC	9.30K	Mar 31, 26	--	0.04%
GOLDMAN SACHS GROUP INC	7.44K	Mar 31, 26	-677	0.03%
Meridian Financial, LLC	7.37K	Mar 31, 26	-592	0.03%
Merit Financial Group, LLC	7.35K	Mar 31, 26	+7.35K	0.03%
FLORIDA FINANCIAL ADVISORS, LLC	7.17K	Mar 31, 26	+796	0.03%
Dynamic Advisor Solutions LLC	6.95K	Mar 31, 26	+487	0.03%
Equitable Holdings, Inc.	6.66K	Mar 31, 26	-691	0.03%
RFG - Bristol Wealth Advisors, LLC	6.64K	Mar 31, 26	+902	0.03%
Capital Advisors, Ltd. LLC	6.57K	Mar 31, 26	+185	0.03%
VALLEY NATIONAL ADVISERS INC	6.38K	Mar 31, 26	+308	0.03%
AdvisorNet Financial, Inc	6.35K	Mar 31, 26	+446	0.03%
Private Advisor Group, LLC	6.30K	Mar 31, 26	+6.30K	0.03%
CoreCap Advisors, LLC	6.26K	Mar 31, 26	+443	0.03%
GUYASUTA INVESTMENT ADVISORS INC	6.14K	Mar 31, 26	+6.14K	0.03%
HARBOUR INVESTMENTS, INC.	5.74K	Mar 31, 26	+3.59K	0.02%
Citizens National Bank Trust Department	5.52K	Mar 31, 26	+328	0.02%
RMR Wealth Builders	5.48K	Mar 31, 26	+1.20K	0.02%
TruWealth Advisors, LLC	5.23K	Mar 31, 26	+279	0.02%
Gouws Capital LLC	5.20K	Mar 31, 26	+250	0.02%
WEST CHESTER CAPITAL ADVISORS, INC	5.16K	Mar 31, 26	--	0.02%
Shepherd Financial Partners LLC	5.10K	Mar 31, 26	--	0.02%
Csenge Advisory Group	5.08K	Mar 31, 26	-470	0.02%
Lantern Wealth Advisors, LLC	5.03K	Mar 31, 26	+317	0.02%
LIBERTY WEALTH MANAGEMENT LLC	5.02K	Mar 31, 26	+32	0.02%
Total Clarity Wealth Management, Inc.	4.99K	Mar 31, 26	+4.99K	0.02%
Creative Planning	4.82K	Mar 31, 26	+4.82K	0.02%
Key FInancial Inc	4.69K	Mar 31, 26	--	0.02%
M3 Advisory Group, LLC	4.64K	Mar 31, 26	+180	0.02%
KWB Wealth	4.57K	Mar 31, 26	-201	0.02%
FMR LLC	4.50K	Mar 31, 26	+1.47K	0.02%
BROOKS, MOORE & ASSOCIATES, INC.	4.46K	Mar 31, 26	+100	0.02%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4.40K	Mar 31, 26	-100	0.02%
Parallel Advisors, LLC	4.37K	Mar 31, 26	+140	0.02%
PRIVATE TRUST CO NA	4.04K	Mar 31, 26	-2.54K	0.02%
NewEdge Advisors, LLC	4.04K	Mar 31, 26	+3.84K	0.02%
STIFEL FINANCIAL CORP	4.02K	Mar 31, 26	+4.02K	0.02%
Patriot Financial Group Insurance Agency, LLC	3.97K	Mar 31, 26	+3.97K	0.02%
CFS Investment Advisory Services, LLC	3.90K	Mar 31, 26	+3.90K	0.02%
Catalytic Wealth RIA, LLC	3.85K	Mar 31, 26	+3.85K	0.02%
United Advisor Group, LLC	3.80K	Mar 31, 26	-30	0.02%
Tennessee Valley Asset Management Partners	3.77K	Mar 31, 26	+3.77K	0.02%
US BANCORP \DE\	3.23K	Mar 31, 26	-4.58K	0.01%
Bank of New Hampshire	2.92K	Mar 31, 26	+2.92K	0.01%
Spire Wealth Management	2.76K	Mar 31, 26	-213	0.01%
AE Wealth Management LLC	2.11K	Mar 31, 26	-1.23K	0.01%
Harbor Asset Planning, Inc.	2.02K	Mar 31, 26	+13	0.01%
CWM, LLC	1.32K	Mar 31, 26	--	0.01%
Bogart Wealth, LLC	1.10K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.00K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	711	Mar 31, 26	+4	0.00%
BRYN MAWR TRUST Co	594	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	497	Mar 31, 26	+497	0.00%
Advantage Trust Co	375	Mar 31, 26	--	0.00%
Capital Analysts, LLC	322	Mar 31, 26	+322	0.00%
IFP Advisors, Inc	301	Mar 31, 26	+265	0.00%
SIGNATUREFD, LLC	278	Mar 31, 26	+2	0.00%
Anfield Capital Management, LLC	274	Mar 31, 26	--	0.00%
BlackRock, Inc.	274	Mar 31, 26	+274	0.00%
Federation des caisses Desjardins du Quebec	220	Mar 31, 26	--	0.00%
Allworth Financial LP	190	Mar 31, 26	+190	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	165	Mar 31, 26	+165	0.00%
VANGUARD ADVISERS INC	158	Mar 31, 26	+158	0.00%
Dunhill Financial, LLC	150	Mar 31, 26	+150	0.00%
BANK OF MONTREAL /CAN/	74	Mar 31, 26	-9	0.00%
Qube Research & Technologies Ltd	61	Mar 31, 26	-82	0.00%
Tidemark, LLC	44	Mar 31, 26	+44	0.00%
REAP Financial Group, LLC	10	Mar 31, 26	--	0.00%
Brinker Capital Investments, LLC	--	Mar 31, 26	-6.84K	--
Next Capital Management LLC	--	Mar 31, 26	-3.85K	--
Modern Wealth Management, LLC	--	Mar 31, 26	-6.13K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-11.05K	--
Rosenberg Matthew Hamilton	--	Mar 31, 26	-379	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-55.57K	--
Golden State Wealth Management, LLC	--	Mar 31, 26	-92	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-25.66K	--
PFG Private Wealth Management, LLC	--	Mar 31, 26	-6.87K	--
SHAKER INVESTMENTS LLC/OH	--	Mar 31, 26	-3.94K	--
SFG Wealth Management, LLC.	--	Mar 31, 26	-16.32K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-4.24K	--
UBS Group AG	--	Mar 31, 26	-259	--
IFG Advisory, LLC	--	Mar 31, 26	-280.11K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-17.99K	--
Buckingham Strategic Partners	--	Mar 31, 26	-4.53K	--
MidWestOne Financial Group, Inc.	76.32K	Dec 31, 25	-2.94K	0.33%
Global Retirement Partners, LLC	4.09K	Dec 31, 25	-46	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.11K	--
Masso Torrence Wealth Management Inc.	239.47K	Sep 30, 25	+2.12K	1.03%
Financial Advocates Investment Management	--	Sep 30, 25	-68.69K	--
AVANTAX ADVISORY SERVICES, INC.	8.12K	Jun 30, 25	+1.64K	0.04%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-12.27K	--
Orion Portfolio Solutions, LLC	6.28K	Mar 31, 25	+6.28K	0.03%
Raymond James Financial Services Advisors, Inc.	190.34K	Sep 30, 24	-251.64K	0.82%
Family Asset Management, LLC	7.69K	Sep 30, 24	-3	0.03%
RAYMOND JAMES & ASSOCIATES	6.63K	Sep 30, 24	+901	0.03%
Cetera Advisors LLC	61.47K	Mar 31, 24	+61.47K	0.27%
Cetera Advisor Networks LLC	--	Mar 31, 24	-9.83K	--
FOCUS FINANCIAL NETWORK INC /ADV	9.35K	Dec 31, 23	+9.35K	0.04%
Baystate Wealth Management LLC	90	Dec 31, 23	+90	0.00%
Truadvice, LLC	42.91K	Sep 30, 23	-1.71K	0.19%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.86K	Sep 30, 23	-5.88K	0.03%
First Capital Advisors Group, LLC.	1	Jun 30, 23	-3.53K	0.00%
Claraphi Advisory Network, LLC	25.06K	Dec 31, 22	+11.05K	0.11%
ROOSEVELT INVESTMENT GROUP LLC	769.29K	Sep 30, 22	+14.29K	3.32%
American Portfolios Advisors	329	Sep 30, 22	-270	0.00%
HC FINANCIAL ADVISORS INC	153	Jun 30, 22	+153	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.42K	Dec 31, 19	-1.28K	0.01%
Advisor Group, Inc.	1.00K	Dec 31, 19	+1.00K	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

3.49M

Mar 31, 26

-83.84K

15.08%

BANK OF AMERICA CORP /DE/

1.35M

Mar 31, 26

+159.09K

5.81%

Steward Partners Investment Advisory, LLC

768.56K

Mar 31, 26

+84.73K

3.32%

Cetera Investment Advisers

555.62K

Mar 31, 26

+35.00K

2.40%

IAG Wealth Partners, LLC

522.21K

Mar 31, 26

-3.78K

2.25%

SEGALL BRYANT & HAMILL, LLC

369.91K

Mar 31, 26

-21.90K

1.60%

Foguth Wealth Management, LLC.

315.64K

Mar 31, 26

-188.60K

1.36%

San Luis Wealth Advisors LLC

307.91K

Mar 31, 26

+10.51K

1.33%

Aptus Capital Advisors, LLC

307.61K

Mar 31, 26

+16.69K

1.33%

Sunburst Financial Group, LLC

302.55K

Mar 31, 26

+16.67K

1.31%

Kestra Advisory Services, LLC

283.95K

Mar 31, 26

+208.92K

1.23%

COMMONWEALTH EQUITY SERVICES, LLC

248.75K

Mar 31, 26

-523

1.07%

Aspire Capital Advisors LLC

245.45K

Mar 31, 26

+46.56K

1.06%

Advisors Capital Management, LLC

190.62K

Mar 31, 26

-498.99K

0.82%

ABSOLUTE CAPITAL MANAGEMENT, LLC

184.72K

Mar 31, 26

+1.20K

0.80%

Cresset Asset Management, LLC

175.55K

Mar 31, 26

+280

0.76%

Farther Finance Advisors, LLC

170.78K

Mar 31, 26

-73.23K

0.74%

MORGAN STANLEY

137.62K

Mar 31, 26

+72.37K

0.59%

JPMORGAN CHASE & CO

123.86K

Mar 31, 26

-1.09K

0.53%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

117.42K

Mar 31, 26

-76.50K

0.51%

Compass Financial Services Inc

115.13K

Mar 31, 26

-39.12K

0.50%

Breakwater Capital Group

102.57K

Mar 31, 26

+2.62K

0.44%

MONEY CONCEPTS CAPITAL CORP

95.29K

Mar 31, 26

-892

0.41%

ROYAL BANK OF CANADA

94.42K

Mar 31, 26

+71.27K

0.41%

Blake Schutter Theil Wealth Advisors, LLC

81.32K

Mar 31, 26

+1.60K

0.35%

Taylor Financial Group, Inc.

76.99K

Mar 31, 26

+2.73K

0.33%

GREAT VALLEY ADVISOR GROUP, INC.

71.09K

Mar 31, 26

+42.89K

0.31%

ENVESTNET ASSET MANAGEMENT INC

67.31K

Mar 31, 26

+4.62K

0.29%

FLAGSHIP HARBOR ADVISORS, LLC

66.19K

Mar 31, 26

+13.32K

0.29%

ADVISOR GROUP HOLDINGS, INC.

66.03K

Mar 31, 26

+23.89K

0.28%

RAYMOND JAMES FINANCIAL INC

65.08K

Mar 31, 26

+12.71K

0.28%

INDEPENDENT FINANCIAL GROUP, LLC

64.59K

Mar 31, 26

+2.75K

0.28%

Mariner, LLC

63.89K

Mar 31, 26

+1.45K

0.28%

Prepared Retirement Institute LLC

60.59K

Mar 31, 26

+6.34K

0.26%

Argent Trust Co

55.42K

Mar 31, 26

0.24%

Sanctuary Advisors, LLC

49.86K

Mar 31, 26

-1.37K

0.22%

IHT Wealth Management, LLC

47.54K

Mar 31, 26

-220

0.21%

Larson Financial Group LLC

47.33K

Mar 31, 26

+2.56K

0.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

44.25K

Mar 31, 26

-9.12K

0.19%

Galvin, Gaustad & Stein, LLC

39.55K

Mar 31, 26

+188

0.17%

PKS Advisory Services, LLC

39.55K

Mar 31, 26

+39.55K

0.17%

NICOLET BANKSHARES INC

37.56K

Mar 31, 26

+37.56K

0.16%

Cambridge Investment Research Advisors, Inc.

33.72K

Mar 31, 26

-3.81K

0.15%

Kingsview Wealth Management, LLC

33.24K

Mar 31, 26

-1.25K

0.14%

IRON Financial LLC

32.25K

Mar 31, 26

+163

0.14%

PEOPLES BANK /OH

31.67K

Mar 31, 26

+959

0.14%

Western Wealth Management, LLC

30.99K

Mar 31, 26

+878

0.13%

BESSEMER GROUP INC

29.95K

Mar 31, 26

0.13%

Kellett Wealth Advisors, LLC

29.85K

Mar 31, 26

-1.72K

0.13%

Pensionmark Financial Group, LLC

27.36K

Mar 31, 26

+33

0.12%

MML INVESTORS SERVICES, LLC

26.78K

Mar 31, 26

+4.39K

0.12%

Sovran Advisors, LLC

21.31K

Mar 31, 26

-467

0.09%

ADG Wealth Management Group, LLC

20.40K

Mar 31, 26

+1.28K

0.09%

Princeton Global Asset Management LLC

20.25K

Mar 31, 26

-612

0.09%

CI Private Wealth, LLC

19.39K

Mar 31, 26

-390.28K

0.08%

U.S. Capital Wealth Advisors, LLC

19.24K

Mar 31, 26

+1.35K

0.08%

CreativeOne Wealth, LLC

18.89K

Mar 31, 26

+996

0.08%

NorthRock Partners, LLC

18.57K

Mar 31, 26

+71

0.08%

Gladstone Institutional Advisory LLC

18.13K

Mar 31, 26

+2.46K

0.08%

Continuum Advisory, LLC

17.19K

Mar 31, 26

0.07%

MidAtlantic Capital Management, Inc.

17.10K

Mar 31, 26

+162

0.07%

Stratos Wealth Partners, LTD.

15.76K

Mar 31, 26

-960

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.70K

Mar 31, 26

+1.88K

0.07%

Quotient Wealth Partners, LLC

14.94K

Mar 31, 26

+14.94K

0.06%

Foundations Investment Advisors, LLC

14.36K

Mar 31, 26

-6.01K

0.06%

LIBERTY SQUARE WEALTH PARTNERS LLC

13.53K

Mar 31, 26

+3.11K

0.06%

Integrated Wealth Concepts LLC

13.04K

Mar 31, 26

+8.18K

0.06%

Dana Investment Advisors, Inc.

12.31K

Mar 31, 26

-680

0.05%

Clark Capital Management Group, Inc.

11.98K

Mar 31, 26

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.82K

Mar 31, 26

-8.00K

0.05%

Paradiem, LLC

11.13K

Mar 31, 26

-966.83K

0.05%

TANDEM CAPITAL MANAGEMENT CORP /ADV

10.76K

Mar 31, 26

+120

0.05%

Tempus Wealth Planning, LLC

10.28K

Mar 31, 26

-444

0.04%

KPP Advisory Services LLC

9.76K

Mar 31, 26

-12.98K

0.04%

CITIZENS FINANCIAL GROUP INC/RI

9.58K

Mar 31, 26

0.04%

Advisory Services Network, LLC

9.51K

Mar 31, 26

+987

0.04%

Collier Financial

9.41K

Mar 31, 26

+1.24K

0.04%

WELLS FARGO & COMPANY/MN

9.31K

Mar 31, 26

-2.26K

0.04%

Capital Asset Advisory Services LLC

9.30K

Mar 31, 26

0.04%

GOLDMAN SACHS GROUP INC

7.44K

Mar 31, 26

-677

0.03%

Meridian Financial, LLC

7.37K

Mar 31, 26

-592

0.03%

Merit Financial Group, LLC

7.35K

Mar 31, 26

+7.35K

0.03%

FLORIDA FINANCIAL ADVISORS, LLC

7.17K

Mar 31, 26

+796

0.03%

Dynamic Advisor Solutions LLC

6.95K

Mar 31, 26

+487

0.03%

Equitable Holdings, Inc.

6.66K

Mar 31, 26

-691

0.03%

RFG - Bristol Wealth Advisors, LLC

6.64K

Mar 31, 26

+902

0.03%

Capital Advisors, Ltd. LLC

6.57K

Mar 31, 26

+185

0.03%

VALLEY NATIONAL ADVISERS INC

6.38K

Mar 31, 26

+308

0.03%

AdvisorNet Financial, Inc

6.35K

Mar 31, 26

+446

0.03%

Private Advisor Group, LLC

6.30K

Mar 31, 26

+6.30K

0.03%

CoreCap Advisors, LLC

6.26K

Mar 31, 26

+443

0.03%

GUYASUTA INVESTMENT ADVISORS INC

6.14K

Mar 31, 26

+6.14K

0.03%

HARBOUR INVESTMENTS, INC.

5.74K

Mar 31, 26

+3.59K

0.02%

Citizens National Bank Trust Department

5.52K

Mar 31, 26

+328

0.02%

RMR Wealth Builders

5.48K

Mar 31, 26

+1.20K

0.02%

TruWealth Advisors, LLC

5.23K

Mar 31, 26

+279

0.02%

Gouws Capital LLC

5.20K

Mar 31, 26

+250

0.02%

WEST CHESTER CAPITAL ADVISORS, INC

5.16K

Mar 31, 26

0.02%

Shepherd Financial Partners LLC

5.10K

Mar 31, 26

0.02%

Csenge Advisory Group

5.08K

Mar 31, 26

-470

0.02%

Lantern Wealth Advisors, LLC

5.03K

Mar 31, 26

+317

0.02%

LIBERTY WEALTH MANAGEMENT LLC

5.02K

Mar 31, 26

+32

0.02%

Total Clarity Wealth Management, Inc.

4.99K

Mar 31, 26

+4.99K

0.02%

Creative Planning

4.82K

Mar 31, 26

+4.82K

0.02%

Key FInancial Inc

4.69K

Mar 31, 26

0.02%

M3 Advisory Group, LLC

4.64K

Mar 31, 26

+180

0.02%

KWB Wealth

4.57K

Mar 31, 26

-201

0.02%

FMR LLC

4.50K

Mar 31, 26

+1.47K

0.02%

BROOKS, MOORE & ASSOCIATES, INC.

4.46K

Mar 31, 26

+100

0.02%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

4.40K

Mar 31, 26

-100

0.02%

Parallel Advisors, LLC

4.37K

Mar 31, 26

+140

0.02%

PRIVATE TRUST CO NA

4.04K

Mar 31, 26

-2.54K

0.02%

NewEdge Advisors, LLC

4.04K

Mar 31, 26

+3.84K

0.02%

STIFEL FINANCIAL CORP

4.02K

Mar 31, 26

+4.02K

0.02%

Patriot Financial Group Insurance Agency, LLC

3.97K

Mar 31, 26

+3.97K

0.02%

CFS Investment Advisory Services, LLC

3.90K

Mar 31, 26

+3.90K

0.02%

Catalytic Wealth RIA, LLC

3.85K

Mar 31, 26

+3.85K

0.02%

United Advisor Group, LLC

3.80K

Mar 31, 26

-30

0.02%

Tennessee Valley Asset Management Partners

3.77K

Mar 31, 26

+3.77K

0.02%

US BANCORP \DE\

3.23K

Mar 31, 26

-4.58K

0.01%

Bank of New Hampshire

2.92K

Mar 31, 26

+2.92K

0.01%

Spire Wealth Management

2.76K

Mar 31, 26

-213

0.01%

AE Wealth Management LLC

2.11K

Mar 31, 26

-1.23K

0.01%

Harbor Asset Planning, Inc.

2.02K

Mar 31, 26

+13

0.01%

CWM, LLC

1.32K

Mar 31, 26

0.01%

Bogart Wealth, LLC

1.10K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.00K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

711

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

594

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

497

Mar 31, 26

+497

0.00%

Advantage Trust Co

375

Mar 31, 26

0.00%

Capital Analysts, LLC

322

Mar 31, 26

+322

0.00%

IFP Advisors, Inc

301

Mar 31, 26

+265

0.00%

SIGNATUREFD, LLC

278

Mar 31, 26

0.00%

Anfield Capital Management, LLC

274

Mar 31, 26

0.00%

BlackRock, Inc.

274

Mar 31, 26

+274

0.00%

Federation des caisses Desjardins du Quebec

220

Mar 31, 26

0.00%

Allworth Financial LP

190

Mar 31, 26

+190

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

165

Mar 31, 26

+165

0.00%

VANGUARD ADVISERS INC

158

Mar 31, 26

+158

0.00%

Dunhill Financial, LLC

150

Mar 31, 26

+150

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

-9

0.00%

Qube Research & Technologies Ltd

Mar 31, 26

-82

0.00%

Tidemark, LLC

Mar 31, 26

+44

0.00%

REAP Financial Group, LLC

Mar 31, 26

0.00%

Brinker Capital Investments, LLC

Mar 31, 26

-6.84K

Next Capital Management LLC

Mar 31, 26

-3.85K

Modern Wealth Management, LLC

Mar 31, 26

-6.13K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-11.05K

Rosenberg Matthew Hamilton

Mar 31, 26

-379

Janney Montgomery Scott LLC

Mar 31, 26

-55.57K

Golden State Wealth Management, LLC

Mar 31, 26

-92

CITADEL ADVISORS LLC

Mar 31, 26

-25.66K

PFG Private Wealth Management, LLC

Mar 31, 26

-6.87K

SHAKER INVESTMENTS LLC/OH

Mar 31, 26

-3.94K

SFG Wealth Management, LLC.

Mar 31, 26

-16.32K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-4.24K

UBS Group AG

Mar 31, 26

-259

IFG Advisory, LLC

Mar 31, 26

-280.11K

JANE STREET GROUP, LLC

Mar 31, 26

-17.99K

Buckingham Strategic Partners

Mar 31, 26

-4.53K

MidWestOne Financial Group, Inc.

76.32K

Dec 31, 25

-2.94K

0.33%

Global Retirement Partners, LLC

4.09K

Dec 31, 25

-46

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.11K

Masso Torrence Wealth Management Inc.

239.47K

Sep 30, 25

+2.12K

1.03%

Financial Advocates Investment Management

Sep 30, 25

-68.69K

AVANTAX ADVISORY SERVICES, INC.

8.12K

Jun 30, 25

+1.64K

0.04%

Atria Wealth Solutions, Inc.

Jun 30, 25

-12.27K

Orion Portfolio Solutions, LLC

6.28K

Mar 31, 25

+6.28K

0.03%

Raymond James Financial Services Advisors, Inc.

190.34K

Sep 30, 24

-251.64K

0.82%

Family Asset Management, LLC

7.69K

Sep 30, 24

-3

0.03%

RAYMOND JAMES & ASSOCIATES

6.63K

Sep 30, 24

+901

0.03%

Cetera Advisors LLC

61.47K

Mar 31, 24

+61.47K

0.27%

Cetera Advisor Networks LLC

Mar 31, 24

-9.83K

FOCUS FINANCIAL NETWORK INC /ADV

9.35K

Dec 31, 23

+9.35K

0.04%

Baystate Wealth Management LLC

Dec 31, 23

+90

0.00%

Truadvice, LLC

42.91K

Sep 30, 23

-1.71K

0.19%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.86K

Sep 30, 23

-5.88K

0.03%

First Capital Advisors Group, LLC.

Jun 30, 23

-3.53K

0.00%

Claraphi Advisory Network, LLC

25.06K

Dec 31, 22

+11.05K

0.11%

ROOSEVELT INVESTMENT GROUP LLC

769.29K

Sep 30, 22

+14.29K

3.32%

American Portfolios Advisors

329

Sep 30, 22

-270

0.00%

HC FINANCIAL ADVISORS INC

153

Jun 30, 22

+153

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.42K

Dec 31, 19

-1.28K

0.01%

Advisor Group, Inc.

1.00K

Dec 31, 19

+1.00K

0.00%