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DIVB(DIVB)

DIVB

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Institutional Ownership

Top 206 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.15M	Jun 30, 26	+651.59K	17.98%
BANK OF AMERICA CORP /DE/	1.42M	Jun 30, 26	+71.06K	6.15%
Steward Partners Investment Advisory, LLC	803.31K	Jun 30, 26	+34.75K	3.48%
IAG Wealth Partners, LLC	508.87K	Jun 30, 26	-13.34K	2.21%
CI Private Wealth, LLC	377.40K	Jun 30, 26	+358.01K	1.64%
SEGALL BRYANT & HAMILL, LLC	365.10K	Jun 30, 26	-4.81K	1.58%
Foguth Wealth Management, LLC.	352.11K	Jun 30, 26	+36.46K	1.53%
Aptus Capital Advisors, LLC	320.75K	Jun 30, 26	+13.14K	1.39%
Sunburst Financial Group, LLC	317.29K	Jun 30, 26	+14.74K	1.38%
San Luis Wealth Advisors LLC	309.59K	Jun 30, 26	+1.68K	1.34%
COMMONWEALTH EQUITY SERVICES, LLC	258.90K	Jun 30, 26	+10.15K	1.12%
Aspire Capital Advisors LLC	256.19K	Jun 30, 26	+10.75K	1.11%
IFG Advisory, LLC	254.76K	Jun 30, 26	+254.76K	1.10%
Welch Financial Planning, LLC	234.49K	Jun 30, 26	+2.93K	1.02%
Cetera Investment Advisers	231.86K	Jun 30, 26	-323.76K	1.01%
Advisors Capital Management, LLC	186.52K	Jun 30, 26	-4.09K	0.81%
ABSOLUTE CAPITAL MANAGEMENT, LLC	184.30K	Jun 30, 26	-412	0.80%
Cresset Asset Management, LLC	180.35K	Jun 30, 26	+4.80K	0.78%
MORGAN STANLEY	155.47K	Jun 30, 26	+17.85K	0.67%
Kestra Advisory Services, LLC	146.13K	Jun 30, 26	-137.82K	0.63%
Farther Finance Advisors, LLC	136.36K	Jun 30, 26	-34.42K	0.59%
JPMORGAN CHASE & CO	123.98K	Jun 30, 26	+128	0.54%
ROYAL BANK OF CANADA	123.47K	Jun 30, 26	+29.05K	0.54%
Compass Financial Services Inc	121.35K	Jun 30, 26	+6.22K	0.53%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	117.74K	Jun 30, 26	+319	0.51%
RAYMOND JAMES FINANCIAL INC	110.44K	Jun 30, 26	+45.36K	0.48%
ENVESTNET ASSET MANAGEMENT INC	106.23K	Jun 30, 26	+38.93K	0.46%
Cedar Mountain Advisors, LLC	104.44K	Jun 30, 26	+415	0.45%
Breakwater Capital Group	100.71K	Jun 30, 26	-1.85K	0.44%
TWO SIGMA INVESTMENTS, LP	99.90K	Jun 30, 26	+99.90K	0.43%
MONEY CONCEPTS CAPITAL CORP	94.54K	Jun 30, 26	-754	0.41%
Blake Schutter Theil Wealth Advisors, LLC	92.47K	Jun 30, 26	+11.15K	0.40%
GREAT VALLEY ADVISOR GROUP, INC.	84.56K	Jun 30, 26	+13.47K	0.37%
Taylor Financial Group, Inc.	80.49K	Jun 30, 26	+3.50K	0.35%
Janney Montgomery Scott LLC	75.36K	Jun 30, 26	+75.36K	0.33%
FLAGSHIP HARBOR ADVISORS, LLC	73.29K	Jun 30, 26	+7.10K	0.32%
Prepared Retirement Institute LLC	68.55K	Jun 30, 26	+7.96K	0.30%
Henderson Brothers Financial Partners, LLC	67.20K	Jun 30, 26	-67.08K	0.29%
INDEPENDENT FINANCIAL GROUP, LLC	62.09K	Jun 30, 26	-2.50K	0.27%
IHT Wealth Management, LLC	60.33K	Jun 30, 26	+12.79K	0.26%
Private Advisor Group, LLC	55.50K	Jun 30, 26	+49.20K	0.24%
Argent Trust Co	55.38K	Jun 30, 26	-37	0.24%
PKS Advisory Services, LLC	52.37K	Jun 30, 26	+12.82K	0.23%
Larson Financial Group LLC	51.00K	Jun 30, 26	+3.67K	0.22%
Sanctuary Advisors, LLC	49.85K	Jun 30, 26	-7	0.22%
ADVISOR GROUP HOLDINGS, INC.	47.70K	Jun 30, 26	-18.33K	0.21%
PEOPLES BANK /OH	42.36K	Jun 30, 26	+10.69K	0.18%
Galvin, Gaustad & Stein, LLC	41.06K	Jun 30, 26	+1.51K	0.18%
Western Wealth Management, LLC	40.28K	Jun 30, 26	+9.30K	0.17%
PRINCIPAL SECURITIES, INC.	38.55K	Jun 30, 26	+38.55K	0.17%
MML INVESTORS SERVICES, LLC	36.09K	Jun 30, 26	+9.31K	0.16%
NICOLET BANKSHARES INC	35.92K	Jun 30, 26	-1.65K	0.16%
Kingsview Wealth Management, LLC	32.69K	Jun 30, 26	-550	0.14%
Cambridge Investment Research Advisors, Inc.	32.36K	Jun 30, 26	-1.36K	0.14%
Kellett Wealth Advisors, LLC	31.45K	Jun 30, 26	+1.60K	0.14%
IRON Financial LLC	30.48K	Jun 30, 26	-1.77K	0.13%
BESSEMER GROUP INC	29.95K	Jun 30, 26	--	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.90K	Jun 30, 26	+13.20K	0.13%
Pensionmark Financial Group, LLC	27.36K	Jun 30, 26	--	0.12%
NorthRock Partners, LLC	23.67K	Jun 30, 26	+5.09K	0.10%
WELLS FARGO & COMPANY/MN	22.96K	Jun 30, 26	+13.65K	0.10%
Mount Yale Investment Advisors, LLC	22.67K	Jun 30, 26	+22.67K	0.10%
Princeton Global Asset Management LLC	22.54K	Jun 30, 26	+2.29K	0.10%
Foundations Investment Advisors, LLC	21.37K	Jun 30, 26	+7.01K	0.09%
Sovran Advisors, LLC	21.13K	Jun 30, 26	-178	0.09%
SRS Capital Advisors, Inc.	21.01K	Jun 30, 26	+21.01K	0.09%
ADG Wealth Management Group, LLC	20.85K	Jun 30, 26	+443	0.09%
Vestmark Advisory Solutions, Inc.	20.82K	Jun 30, 26	+20.82K	0.09%
CreativeOne Wealth, LLC	20.02K	Jun 30, 26	+1.13K	0.09%
Gladstone Institutional Advisory LLC	19.92K	Jun 30, 26	+1.79K	0.09%
MidAtlantic Capital Management, Inc.	19.50K	Jun 30, 26	+2.40K	0.08%
XTX Topco Ltd	19.16K	Jun 30, 26	+19.16K	0.08%
Mariner, LLC	17.53K	Jun 30, 26	-46.36K	0.08%
Continuum Advisory, LLC	17.21K	Jun 30, 26	+27	0.07%
Stratos Wealth Partners, LTD.	15.65K	Jun 30, 26	-110	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.52K	Jun 30, 26	-28.73K	0.07%
CITADEL ADVISORS LLC	14.82K	Jun 30, 26	+14.82K	0.06%
Integrated Wealth Concepts LLC	14.78K	Jun 30, 26	+1.74K	0.06%
Quotient Wealth Partners, LLC	14.50K	Jun 30, 26	-438	0.06%
LIBERTY SQUARE WEALTH PARTNERS LLC	13.53K	Jun 30, 26	--	0.06%
Integrity Advisory Solutions, LLC	13.40K	Jun 30, 26	+1.60K	0.06%
Dana Investment Advisors, Inc.	12.84K	Jun 30, 26	+534	0.06%
Clark Capital Management Group, Inc.	11.98K	Jun 30, 26	--	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.51K	Jun 30, 26	-315	0.05%
WIREGRASS INVESTMENT MANAGEMENT LLC	11.36K	Jun 30, 26	+6.29K	0.05%
TANDEM CAPITAL MANAGEMENT CORP /ADV	10.96K	Jun 30, 26	+200	0.05%
MERCER GLOBAL ADVISORS INC /ADV	10.75K	Jun 30, 26	+10.75K	0.05%
STIFEL FINANCIAL CORP	10.19K	Jun 30, 26	+6.17K	0.04%
AQR CAPITAL MANAGEMENT LLC	9.91K	Jun 30, 26	+9.91K	0.04%
Nuveen, LLC	9.65K	Jun 30, 26	+9.65K	0.04%
Advisory Services Network, LLC	9.63K	Jun 30, 26	+118	0.04%
CITIZENS FINANCIAL GROUP INC/RI	9.58K	Jun 30, 26	--	0.04%
Tempus Wealth Planning, LLC	9.34K	Jun 30, 26	-941	0.04%
Capital Asset Advisory Services LLC	9.30K	Jun 30, 26	--	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	9.30K	Jun 30, 26	+9.30K	0.04%
KPP Advisory Services LLC	8.85K	Jun 30, 26	-908	0.04%
Meridian Financial, LLC	8.63K	Jun 30, 26	+1.26K	0.04%
Equitable Holdings, Inc.	8.24K	Jun 30, 26	+1.58K	0.04%
Collier Financial	8.15K	Jun 30, 26	-1.26K	0.04%
HARBOUR INVESTMENTS, INC.	8.11K	Jun 30, 26	+2.37K	0.04%
Total Clarity Wealth Management, Inc.	7.99K	Jun 30, 26	+3.01K	0.03%
GUYASUTA INVESTMENT ADVISORS INC	7.70K	Jun 30, 26	+1.56K	0.03%
VERUS CAPITAL PARTNERS, LLC	7.53K	Jun 30, 26	+7.53K	0.03%
Dynamic Advisor Solutions LLC	7.38K	Jun 30, 26	+433	0.03%
Gouws Capital LLC	7.25K	Jun 30, 26	+2.05K	0.03%
Capital Advisors, Ltd. LLC	6.75K	Jun 30, 26	+177	0.03%
RFG - Bristol Wealth Advisors, LLC	6.67K	Jun 30, 26	+26	0.03%
Qube Research & Technologies Ltd	6.60K	Jun 30, 26	+6.54K	0.03%
VALLEY NATIONAL ADVISERS INC	6.53K	Jun 30, 26	+151	0.03%
Citizens National Bank Trust Department	6.47K	Jun 30, 26	+957	0.03%
Lantern Wealth Advisors, LLC	6.45K	Jun 30, 26	+1.42K	0.03%
CoreCap Advisors, LLC	6.37K	Jun 30, 26	+105	0.03%
Global Retirement Partners, LLC	6.32K	Jun 30, 26	+6.32K	0.03%
PRIVATE TRUST CO NA	6.30K	Jun 30, 26	+2.25K	0.03%
Creative Planning	5.96K	Jun 30, 26	+1.14K	0.03%
Bank of New Hampshire	5.59K	Jun 30, 26	+2.66K	0.02%
Waverly Advisors, LLC	5.48K	Jun 30, 26	+5.48K	0.02%
RMR Wealth Builders	5.47K	Jun 30, 26	-8	0.02%
Merit Financial Group, LLC	5.45K	Jun 30, 26	-1.91K	0.02%
AdvisorNet Financial, Inc	5.38K	Jun 30, 26	-979	0.02%
FLORIDA FINANCIAL ADVISORS, LLC	5.32K	Jun 30, 26	-1.86K	0.02%
Csenge Advisory Group	5.11K	Jun 30, 26	+28	0.02%
Shepherd Financial Partners LLC	5.10K	Jun 30, 26	--	0.02%
LIBERTY WEALTH MANAGEMENT LLC	5.02K	Jun 30, 26	--	0.02%
M3 Advisory Group, LLC	4.71K	Jun 30, 26	+71	0.02%
Key FInancial Inc	4.69K	Jun 30, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	4.66K	Jun 30, 26	+4.66K	0.02%
Cadia Private Client LLC	4.53K	Jun 30, 26	+12	0.02%
BROOKS, MOORE & ASSOCIATES, INC.	4.46K	Jun 30, 26	+5	0.02%
Parallel Advisors, LLC	4.43K	Jun 30, 26	+64	0.02%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4.40K	Jun 30, 26	--	0.02%
FMR LLC	4.40K	Jun 30, 26	-102	0.02%
United Advisor Group, LLC	4.06K	Jun 30, 26	+265	0.02%
CFS Investment Advisory Services, LLC	3.85K	Jun 30, 26	-54	0.02%
Tennessee Valley Asset Management Partners	3.77K	Jun 30, 26	--	0.02%
Betterment LLC	3.70K	Jun 30, 26	+3.70K	0.02%
Cyndeo Wealth Partners, LLC	3.58K	Jun 30, 26	+3.58K	0.02%
NewEdge Advisors, LLC	3.54K	Jun 30, 26	-498	0.02%
Focus Financial Network, Inc.	3.50K	Jun 30, 26	+3.50K	0.02%
Trilogy Capital Inc.	3.41K	Jun 30, 26	+3.41K	0.01%
WEST CHESTER CAPITAL ADVISORS, INC	3.40K	Jun 30, 26	-1.76K	0.01%
Diversify Advisory Services, LLC	3.27K	Jun 30, 26	+3.27K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	3.27K	Jun 30, 26	+3.27K	0.01%
Capital Analysts, LLC	2.97K	Jun 30, 26	+2.64K	0.01%
Spire Wealth Management	2.76K	Jun 30, 26	--	0.01%
US BANCORP \DE\	2.23K	Jun 30, 26	-1.01K	0.01%
AE Wealth Management LLC	2.11K	Jun 30, 26	-6	0.01%
Harbor Asset Planning, Inc.	2.03K	Jun 30, 26	+11	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.25K	Jun 30, 26	+245	0.01%
Bogart Wealth, LLC	1.10K	Jun 30, 26	-1	0.00%
Tower Research Capital LLC (TRC)	943	Jun 30, 26	+943	0.00%
Miller Capital Partners, Inc.	750	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	594	Jun 30, 26	--	0.00%
EFG International AG	508	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	378	Jun 30, 26	+100	0.00%
Advantage Trust Co	375	Jun 30, 26	--	0.00%
IFP Advisors, Inc	303	Jun 30, 26	+2	0.00%
BlackRock, Inc.	274	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	220	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	165	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	157	Jun 30, 26	-1	0.00%
LifeSteps Financial, Inc.	153	Jun 30, 26	+153	0.00%
Dunhill Financial, LLC	150	Jun 30, 26	--	0.00%
Rossby Financial, LCC	102	Jun 30, 26	+102	0.00%
BANK OF MONTREAL /CAN/	74	Jun 30, 26	--	0.00%
Tidemark, LLC	74	Jun 30, 26	+30	0.00%
JONES FINANCIAL COMPANIES LLLP	22	Jun 30, 26	+22	0.00%
REAP Financial Group, LLC	10	Jun 30, 26	--	0.00%
CITIGROUP INC	2	Jun 30, 26	+2	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-497	--
Green Ridge Wealth Planning LLC	--	Jun 30, 26	-4.00K	--
Paradiem, LLC	--	Jun 30, 26	-11.13K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-3.97K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-7.44K	--
Allworth Financial LP	--	Jun 30, 26	-190	--
KWB Wealth	--	Jun 30, 26	-4.57K	--
IFS Group,LLC	--	Jun 30, 26	-5.96K	--
Catalytic Wealth RIA, LLC	--	Jun 30, 26	-3.85K	--
U.S. Capital Wealth Advisors, LLC	19.24K	Mar 31, 26	+1.35K	0.08%
TruWealth Advisors, LLC	5.23K	Mar 31, 26	+279	0.02%
CWM, LLC	1.32K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	711	Mar 31, 26	+4	0.00%
Anfield Capital Management, LLC	274	Mar 31, 26	--	0.00%
MidWestOne Financial Group, Inc.	76.32K	Dec 31, 25	-2.94K	0.33%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.11K	--
Masso Torrence Wealth Management Inc.	239.47K	Sep 30, 25	+2.12K	1.04%
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	0.83%
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	3.34%
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

4.15M

Jun 30, 26

+651.59K

17.98%

BANK OF AMERICA CORP /DE/

1.42M

Jun 30, 26

+71.06K

6.15%

Steward Partners Investment Advisory, LLC

803.31K

Jun 30, 26

+34.75K

3.48%

IAG Wealth Partners, LLC

508.87K

Jun 30, 26

-13.34K

2.21%

CI Private Wealth, LLC

377.40K

Jun 30, 26

+358.01K

1.64%

SEGALL BRYANT & HAMILL, LLC

365.10K

Jun 30, 26

-4.81K

1.58%

Foguth Wealth Management, LLC.

352.11K

Jun 30, 26

+36.46K

1.53%

Aptus Capital Advisors, LLC

320.75K

Jun 30, 26

+13.14K

1.39%

Sunburst Financial Group, LLC

317.29K

Jun 30, 26

+14.74K

1.38%

San Luis Wealth Advisors LLC

309.59K

Jun 30, 26

+1.68K

1.34%

COMMONWEALTH EQUITY SERVICES, LLC

258.90K

Jun 30, 26

+10.15K

1.12%

Aspire Capital Advisors LLC

256.19K

Jun 30, 26

+10.75K

1.11%

IFG Advisory, LLC

254.76K

Jun 30, 26

+254.76K

1.10%

Welch Financial Planning, LLC

234.49K

Jun 30, 26

+2.93K

1.02%

Cetera Investment Advisers

231.86K

Jun 30, 26

-323.76K

1.01%

Advisors Capital Management, LLC

186.52K

Jun 30, 26

-4.09K

0.81%

ABSOLUTE CAPITAL MANAGEMENT, LLC

184.30K

Jun 30, 26

-412

0.80%

Cresset Asset Management, LLC

180.35K

Jun 30, 26

+4.80K

0.78%

MORGAN STANLEY

155.47K

Jun 30, 26

+17.85K

0.67%

Kestra Advisory Services, LLC

146.13K

Jun 30, 26

-137.82K

0.63%

Farther Finance Advisors, LLC

136.36K

Jun 30, 26

-34.42K

0.59%

JPMORGAN CHASE & CO

123.98K

Jun 30, 26

+128

0.54%

ROYAL BANK OF CANADA

123.47K

Jun 30, 26

+29.05K

0.54%

Compass Financial Services Inc

121.35K

Jun 30, 26

+6.22K

0.53%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

117.74K

Jun 30, 26

+319

0.51%

RAYMOND JAMES FINANCIAL INC

110.44K

Jun 30, 26

+45.36K

0.48%

ENVESTNET ASSET MANAGEMENT INC

106.23K

Jun 30, 26

+38.93K

0.46%

Cedar Mountain Advisors, LLC

104.44K

Jun 30, 26

+415

0.45%

Breakwater Capital Group

100.71K

Jun 30, 26

-1.85K

0.44%

TWO SIGMA INVESTMENTS, LP

99.90K

Jun 30, 26

+99.90K

0.43%

MONEY CONCEPTS CAPITAL CORP

94.54K

Jun 30, 26

-754

0.41%

Blake Schutter Theil Wealth Advisors, LLC

92.47K

Jun 30, 26

+11.15K

0.40%

GREAT VALLEY ADVISOR GROUP, INC.

84.56K

Jun 30, 26

+13.47K

0.37%

Taylor Financial Group, Inc.

80.49K

Jun 30, 26

+3.50K

0.35%

Janney Montgomery Scott LLC

75.36K

Jun 30, 26

+75.36K

0.33%

FLAGSHIP HARBOR ADVISORS, LLC

73.29K

Jun 30, 26

+7.10K

0.32%

Prepared Retirement Institute LLC

68.55K

Jun 30, 26

+7.96K

0.30%

Henderson Brothers Financial Partners, LLC

67.20K

Jun 30, 26

-67.08K

0.29%

INDEPENDENT FINANCIAL GROUP, LLC

62.09K

Jun 30, 26

-2.50K

0.27%

IHT Wealth Management, LLC

60.33K

Jun 30, 26

+12.79K

0.26%

Private Advisor Group, LLC

55.50K

Jun 30, 26

+49.20K

0.24%

Argent Trust Co

55.38K

Jun 30, 26

-37

0.24%

PKS Advisory Services, LLC

52.37K

Jun 30, 26

+12.82K

0.23%

Larson Financial Group LLC

51.00K

Jun 30, 26

+3.67K

0.22%

Sanctuary Advisors, LLC

49.85K

Jun 30, 26

-7

0.22%

ADVISOR GROUP HOLDINGS, INC.

47.70K

Jun 30, 26

-18.33K

0.21%

PEOPLES BANK /OH

42.36K

Jun 30, 26

+10.69K

0.18%

Galvin, Gaustad & Stein, LLC

41.06K

Jun 30, 26

+1.51K

0.18%

Western Wealth Management, LLC

40.28K

Jun 30, 26

+9.30K

0.17%

PRINCIPAL SECURITIES, INC.

38.55K

Jun 30, 26

+38.55K

0.17%

MML INVESTORS SERVICES, LLC

36.09K

Jun 30, 26

+9.31K

0.16%

NICOLET BANKSHARES INC

35.92K

Jun 30, 26

-1.65K

0.16%

Kingsview Wealth Management, LLC

32.69K

Jun 30, 26

-550

0.14%

Cambridge Investment Research Advisors, Inc.

32.36K

Jun 30, 26

-1.36K

0.14%

Kellett Wealth Advisors, LLC

31.45K

Jun 30, 26

+1.60K

0.14%

IRON Financial LLC

30.48K

Jun 30, 26

-1.77K

0.13%

BESSEMER GROUP INC

29.95K

Jun 30, 26

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.90K

Jun 30, 26

+13.20K

0.13%

Pensionmark Financial Group, LLC

27.36K

Jun 30, 26

0.12%

NorthRock Partners, LLC

23.67K

Jun 30, 26

+5.09K

0.10%

WELLS FARGO & COMPANY/MN

22.96K

Jun 30, 26

+13.65K

0.10%

Mount Yale Investment Advisors, LLC

22.67K

Jun 30, 26

+22.67K

0.10%

Princeton Global Asset Management LLC

22.54K

Jun 30, 26

+2.29K

0.10%

Foundations Investment Advisors, LLC

21.37K

Jun 30, 26

+7.01K

0.09%

Sovran Advisors, LLC

21.13K

Jun 30, 26

-178

0.09%

SRS Capital Advisors, Inc.

21.01K

Jun 30, 26

+21.01K

0.09%

ADG Wealth Management Group, LLC

20.85K

Jun 30, 26

+443

0.09%

Vestmark Advisory Solutions, Inc.

20.82K

Jun 30, 26

+20.82K

0.09%

CreativeOne Wealth, LLC

20.02K

Jun 30, 26

+1.13K

0.09%

Gladstone Institutional Advisory LLC

19.92K

Jun 30, 26

+1.79K

0.09%

MidAtlantic Capital Management, Inc.

19.50K

Jun 30, 26

+2.40K

0.08%

XTX Topco Ltd

19.16K

Jun 30, 26

+19.16K

0.08%

Mariner, LLC

17.53K

Jun 30, 26

-46.36K

0.08%

Continuum Advisory, LLC

17.21K

Jun 30, 26

+27

0.07%

Stratos Wealth Partners, LTD.

15.65K

Jun 30, 26

-110

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.52K

Jun 30, 26

-28.73K

0.07%

CITADEL ADVISORS LLC

14.82K

Jun 30, 26

+14.82K

0.06%

Integrated Wealth Concepts LLC

14.78K

Jun 30, 26

+1.74K

0.06%

Quotient Wealth Partners, LLC

14.50K

Jun 30, 26

-438

0.06%

LIBERTY SQUARE WEALTH PARTNERS LLC

13.53K

Jun 30, 26

0.06%

Integrity Advisory Solutions, LLC

13.40K

Jun 30, 26

+1.60K

0.06%

Dana Investment Advisors, Inc.

12.84K

Jun 30, 26

+534

0.06%

Clark Capital Management Group, Inc.

11.98K

Jun 30, 26

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.51K

Jun 30, 26

-315

0.05%

WIREGRASS INVESTMENT MANAGEMENT LLC

11.36K

Jun 30, 26

+6.29K

0.05%

TANDEM CAPITAL MANAGEMENT CORP /ADV

10.96K

Jun 30, 26

+200

0.05%

MERCER GLOBAL ADVISORS INC /ADV

10.75K

Jun 30, 26

+10.75K

0.05%

STIFEL FINANCIAL CORP

10.19K

Jun 30, 26

+6.17K

0.04%

AQR CAPITAL MANAGEMENT LLC

9.91K

Jun 30, 26

+9.91K

0.04%

Nuveen, LLC

9.65K

Jun 30, 26

+9.65K

0.04%

Advisory Services Network, LLC

9.63K

Jun 30, 26

+118

0.04%

CITIZENS FINANCIAL GROUP INC/RI

9.58K

Jun 30, 26

0.04%

Tempus Wealth Planning, LLC

9.34K

Jun 30, 26

-941

0.04%

Capital Asset Advisory Services LLC

9.30K

Jun 30, 26

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

9.30K

Jun 30, 26

+9.30K

0.04%

KPP Advisory Services LLC

8.85K

Jun 30, 26

-908

0.04%

Meridian Financial, LLC

8.63K

Jun 30, 26

+1.26K

0.04%

Equitable Holdings, Inc.

8.24K

Jun 30, 26

+1.58K

0.04%

Collier Financial

8.15K

Jun 30, 26

-1.26K

0.04%

HARBOUR INVESTMENTS, INC.

8.11K

Jun 30, 26

+2.37K

0.04%

Total Clarity Wealth Management, Inc.

7.99K

Jun 30, 26

+3.01K

0.03%

GUYASUTA INVESTMENT ADVISORS INC

7.70K

Jun 30, 26

+1.56K

0.03%

VERUS CAPITAL PARTNERS, LLC

7.53K

Jun 30, 26

+7.53K

0.03%

Dynamic Advisor Solutions LLC

7.38K

Jun 30, 26

+433

0.03%

Gouws Capital LLC

7.25K

Jun 30, 26

+2.05K

0.03%

Capital Advisors, Ltd. LLC

6.75K

Jun 30, 26

+177

0.03%

RFG - Bristol Wealth Advisors, LLC

6.67K

Jun 30, 26

+26

0.03%

Qube Research & Technologies Ltd

6.60K

Jun 30, 26

+6.54K

0.03%

VALLEY NATIONAL ADVISERS INC

6.53K

Jun 30, 26

+151

0.03%

Citizens National Bank Trust Department

6.47K

Jun 30, 26

+957

0.03%

Lantern Wealth Advisors, LLC

6.45K

Jun 30, 26

+1.42K

0.03%

CoreCap Advisors, LLC

6.37K

Jun 30, 26

+105

0.03%

Global Retirement Partners, LLC

6.32K

Jun 30, 26

+6.32K

0.03%

PRIVATE TRUST CO NA

6.30K

Jun 30, 26

+2.25K

0.03%

Creative Planning

5.96K

Jun 30, 26

+1.14K

0.03%

Bank of New Hampshire

5.59K

Jun 30, 26

+2.66K

0.02%

Waverly Advisors, LLC

5.48K

Jun 30, 26

+5.48K

0.02%

RMR Wealth Builders

5.47K

Jun 30, 26

-8

0.02%

Merit Financial Group, LLC

5.45K

Jun 30, 26

-1.91K

0.02%

AdvisorNet Financial, Inc

5.38K

Jun 30, 26

-979

0.02%

FLORIDA FINANCIAL ADVISORS, LLC

5.32K

Jun 30, 26

-1.86K

0.02%

Csenge Advisory Group

5.11K

Jun 30, 26

+28

0.02%

Shepherd Financial Partners LLC

5.10K

Jun 30, 26

0.02%

LIBERTY WEALTH MANAGEMENT LLC

5.02K

Jun 30, 26

0.02%

M3 Advisory Group, LLC

4.71K

Jun 30, 26

+71

0.02%

Key FInancial Inc

4.69K

Jun 30, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.66K

Jun 30, 26

+4.66K

0.02%

Cadia Private Client LLC

4.53K

Jun 30, 26

+12

0.02%

BROOKS, MOORE & ASSOCIATES, INC.

4.46K

Jun 30, 26

0.02%

Parallel Advisors, LLC

4.43K

Jun 30, 26

+64

0.02%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

4.40K

Jun 30, 26

0.02%

FMR LLC

4.40K

Jun 30, 26

-102

0.02%

United Advisor Group, LLC

4.06K

Jun 30, 26

+265

0.02%

CFS Investment Advisory Services, LLC

3.85K

Jun 30, 26

-54

0.02%

Tennessee Valley Asset Management Partners

3.77K

Jun 30, 26

0.02%

Betterment LLC

3.70K

Jun 30, 26

+3.70K

0.02%

Cyndeo Wealth Partners, LLC

3.58K

Jun 30, 26

+3.58K

0.02%

NewEdge Advisors, LLC

3.54K

Jun 30, 26

-498

0.02%

Focus Financial Network, Inc.

3.50K

Jun 30, 26

+3.50K

0.02%

Trilogy Capital Inc.

3.41K

Jun 30, 26

+3.41K

0.01%

WEST CHESTER CAPITAL ADVISORS, INC

3.40K

Jun 30, 26

-1.76K

0.01%

Diversify Advisory Services, LLC

3.27K

Jun 30, 26

+3.27K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.27K

Jun 30, 26

+3.27K

0.01%

Capital Analysts, LLC

2.97K

Jun 30, 26

+2.64K

0.01%

Spire Wealth Management

2.76K

Jun 30, 26

0.01%

US BANCORP \DE\

2.23K

Jun 30, 26

-1.01K

0.01%

AE Wealth Management LLC

2.11K

Jun 30, 26

-6

0.01%

Harbor Asset Planning, Inc.

2.03K

Jun 30, 26

+11

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.25K

Jun 30, 26

+245

0.01%

Bogart Wealth, LLC

1.10K

Jun 30, 26

-1

0.00%

Tower Research Capital LLC (TRC)

943

Jun 30, 26

+943

0.00%

Miller Capital Partners, Inc.

750

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

594

Jun 30, 26

0.00%

EFG International AG

508

Jun 30, 26

0.00%

SIGNATUREFD, LLC

378

Jun 30, 26

+100

0.00%

Advantage Trust Co

375

Jun 30, 26

0.00%

IFP Advisors, Inc

303

Jun 30, 26

0.00%

BlackRock, Inc.

274

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

220

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

165

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

157

Jun 30, 26

-1

0.00%

LifeSteps Financial, Inc.

153

Jun 30, 26

+153

0.00%

Dunhill Financial, LLC

150

Jun 30, 26

0.00%

Rossby Financial, LCC

102

Jun 30, 26

+102

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

+30

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+22

0.00%

REAP Financial Group, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-497

Green Ridge Wealth Planning LLC

Jun 30, 26

-4.00K

Paradiem, LLC

Jun 30, 26

-11.13K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-3.97K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-7.44K

Allworth Financial LP

Jun 30, 26

-190

KWB Wealth

Jun 30, 26

-4.57K

IFS Group,LLC

Jun 30, 26

-5.96K

Catalytic Wealth RIA, LLC

Jun 30, 26

-3.85K

U.S. Capital Wealth Advisors, LLC

19.24K

Mar 31, 26

+1.35K

0.08%

TruWealth Advisors, LLC

5.23K

Mar 31, 26

+279

0.02%

CWM, LLC

1.32K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

711

Mar 31, 26

0.00%

Anfield Capital Management, LLC

274

Mar 31, 26

0.00%

MidWestOne Financial Group, Inc.

76.32K

Dec 31, 25

-2.94K

0.33%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.11K

Masso Torrence Wealth Management Inc.

239.47K

Sep 30, 25

+2.12K

1.04%

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

0.83%

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

3.34%

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%