DTCR(DTCR)
DTCR
Institutional Ownership
Top 236 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4.81M | Mar 31, 26 | +849.26K | 22.21% |
| LPL Financial LLC | 3.05M | Mar 31, 26 | +1.35M | 14.11% |
| MORGAN STANLEY | 2.42M | Mar 31, 26 | +551.58K | 11.20% |
| WELLS FARGO & COMPANY/MN | 1.71M | Mar 31, 26 | +558.12K | 7.91% |
| UBS Group AG | 1.19M | Mar 31, 26 | +793.35K | 5.48% |
| HighTower Advisors, LLC | 800.60K | Mar 31, 26 | +183.59K | 3.70% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 731.64K | Mar 31, 26 | +198.28K | 3.38% |
| Hedeker Wealth, LLC | 591.28K | Mar 31, 26 | +26.39K | 2.73% |
| Cetera Investment Advisers | 487.88K | Mar 31, 26 | +68.02K | 2.26% |
| RAYMOND JAMES FINANCIAL INC | 369.74K | Mar 31, 26 | +132.77K | 1.71% |
| ROYAL BANK OF CANADA | 367.20K | Mar 31, 26 | +135.99K | 1.70% |
| NEW WAVE WEALTH ADVISORS LLC | 344.29K | Mar 31, 26 | +344.29K | 1.59% |
| ENVESTNET ASSET MANAGEMENT INC | 341.01K | Mar 31, 26 | +182.55K | 1.58% |
| Foguth Wealth Management, LLC. | 333.88K | Mar 31, 26 | -2.81K | 1.54% |
| ADVISOR GROUP HOLDINGS, INC. | 312.87K | Mar 31, 26 | +45.59K | 1.45% |
| Private Advisor Group, LLC | 280.85K | Mar 31, 26 | +77.42K | 1.30% |
| Mirae Asset Global Investments Co., Ltd. | 263.10K | Mar 31, 26 | -6.00K | 1.22% |
| Mariner, LLC | 240.43K | Mar 31, 26 | +23.38K | 1.11% |
| POTENTIA WEALTH | 213.93K | Mar 31, 26 | -15.80K | 0.99% |
| MML INVESTORS SERVICES, LLC | 211.85K | Mar 31, 26 | +94.99K | 0.98% |
| S. R. Schill & Associates | 189.84K | Mar 31, 26 | +189.84K | 0.88% |
| Eagle Strategies LLC | 180.84K | Mar 31, 26 | +160.96K | 0.84% |
| Financial Freedom, LLC | 167.19K | Mar 31, 26 | +3.67K | 0.77% |
| Stratos Wealth Partners, LTD. | 157.32K | Mar 31, 26 | +1.15K | 0.73% |
| Kestra Advisory Services, LLC | 139.06K | Mar 31, 26 | +109.44K | 0.64% |
| David R. Rahn & Associates Inc. | 119.70K | Mar 31, 26 | +1.81K | 0.55% |
| PARK AVENUE SECURITIES LLC | 115.31K | Mar 31, 26 | -49.80K | 0.53% |
| Great Diamond Partners, LLC | 107.59K | Mar 31, 26 | +107.59K | 0.50% |
| INDEPENDENT FINANCIAL GROUP, LLC | 100.07K | Mar 31, 26 | +10.89K | 0.46% |
| Anderson Financial Strategies, LLC | 98.01K | Mar 31, 26 | -15.48K | 0.45% |
| B. Riley Wealth Advisors, Inc. | 96.18K | Mar 31, 26 | -13.86K | 0.44% |
| Capital Advisors, Ltd. LLC | 93.67K | Mar 31, 26 | +18.69K | 0.43% |
| Banco Santander, S.A. | 88.23K | Mar 31, 26 | -- | 0.41% |
| Wiser Advisor Group LLC | 86.17K | Mar 31, 26 | -126 | 0.40% |
| Cambridge Investment Research Advisors, Inc. | 85.86K | Mar 31, 26 | +4.07K | 0.40% |
| Sage Capital Management, LLC | 84.09K | Mar 31, 26 | -8.53K | 0.39% |
| STIFEL FINANCIAL CORP | 83.00K | Mar 31, 26 | +7.21K | 0.38% |
| Pensionmark Financial Group, LLC | 80.87K | Mar 31, 26 | -622 | 0.37% |
| Centurion Wealth Management LLC | 80.14K | Mar 31, 26 | -216.72K | 0.37% |
| VectorGlobal IAG, Inc. | 78.74K | Mar 31, 26 | +78.74K | 0.36% |
| CreativeOne Wealth, LLC | 77.91K | Mar 31, 26 | +23.58K | 0.36% |
| Kingsview Wealth Management, LLC | 75.10K | Mar 31, 26 | +75.10K | 0.35% |
| Equitable Holdings, Inc. | 74.37K | Mar 31, 26 | +56.08K | 0.34% |
| SEAVIEW INVESTMENT MANAGERS LLC | 72.47K | Mar 31, 26 | +3.04K | 0.33% |
| Prosperity Financial Group, Inc. | 70.25K | Mar 31, 26 | -12.76K | 0.32% |
| RFG Advisory, LLC | 69.01K | Mar 31, 26 | +1.33K | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.89K | Mar 31, 26 | -88.89K | 0.32% |
| ARMSTRONG ADVISORY GROUP, INC | 67.32K | Mar 31, 26 | +18.77K | 0.31% |
| Wealthcare Advisory Partners LLC | 65.85K | Mar 31, 26 | -819 | 0.30% |
| Lido Advisors, LLC | 59.44K | Mar 31, 26 | -12.87K | 0.27% |
| Golden State Equity Partners | 58.47K | Mar 31, 26 | +58.47K | 0.27% |
| CI Private Wealth, LLC | 55.59K | Mar 31, 26 | +55.59K | 0.26% |
| Visionary Wealth Advisors | 55.50K | Mar 31, 26 | -39.32K | 0.26% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 53.62K | Mar 31, 26 | +53.62K | 0.25% |
| NewEdge Advisors, LLC | 53.48K | Mar 31, 26 | +8.24K | 0.25% |
| Brinker Capital Investments, LLC | 53.38K | Mar 31, 26 | +12.00K | 0.25% |
| Phoenix Wealth Advisors | 52.91K | Mar 31, 26 | +15 | 0.24% |
| AMERIPRISE FINANCIAL INC | 52.90K | Mar 31, 26 | +52.90K | 0.24% |
| Creative Planning | 52.59K | Mar 31, 26 | +4.08K | 0.24% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 51.43K | Mar 31, 26 | +51.43K | 0.24% |
| BANK OF MONTREAL /CAN/ | 50.91K | Mar 31, 26 | -10.28K | 0.24% |
| OPPENHEIMER & CO INC | 50.42K | Mar 31, 26 | -100 | 0.23% |
| Forefront Wealth Partners, LLC | 49.97K | Mar 31, 26 | +17.74K | 0.23% |
| JPMORGAN CHASE & CO | 48.27K | Mar 31, 26 | +46.31K | 0.22% |
| VestGen Advisors, LLC | 48.07K | Mar 31, 26 | +48.07K | 0.22% |
| Colony Group, LLC | 47.93K | Mar 31, 26 | +10.17K | 0.22% |
| AGH Wealth Advisors, LLC | 47.13K | Mar 31, 26 | +47.13K | 0.22% |
| Dakota Wealth Management | 46.97K | Mar 31, 26 | +12.34K | 0.22% |
| Rockefeller Capital Management L.P. | 46.56K | Mar 31, 26 | +3.42K | 0.22% |
| Farther Finance Advisors, LLC | 45.95K | Mar 31, 26 | +2.04K | 0.21% |
| JANE STREET GROUP, LLC | 45.54K | Mar 31, 26 | -184.46K | 0.21% |
| J.W. COLE ADVISORS, INC. | 43.58K | Mar 31, 26 | +9.98K | 0.20% |
| Brookstone Capital Management | 42.06K | Mar 31, 26 | +42.06K | 0.19% |
| Sanctuary Advisors, LLC | 41.33K | Mar 31, 26 | +9.32K | 0.19% |
| AE Wealth Management LLC | 40.95K | Mar 31, 26 | +16.77K | 0.19% |
| Advyzon Investment Management, LLC | 40.82K | Mar 31, 26 | +23.97K | 0.19% |
| Qube Research & Technologies Ltd | 40.62K | Mar 31, 26 | +40.62K | 0.19% |
| Solutions 4 Wealth, Ltd | 39.59K | Mar 31, 26 | +39.59K | 0.18% |
| Fort Point Capital Partners LLC | 37.19K | Mar 31, 26 | -- | 0.17% |
| Merit Financial Group, LLC | 37.01K | Mar 31, 26 | +37.01K | 0.17% |
| Sonoma Private Wealth LLC | 34.57K | Mar 31, 26 | -1.29K | 0.16% |
| PFG Investments, LLC | 34.53K | Mar 31, 26 | +23.38K | 0.16% |
| Stonebridge Financial Planning Group, LLC | 33.77K | Mar 31, 26 | +12.30K | 0.16% |
| Copia Wealth Management | 33.55K | Mar 31, 26 | +23.92K | 0.16% |
| Curran Financial Partners, LLC | 33.19K | Mar 31, 26 | +8.94K | 0.15% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 33.09K | Mar 31, 26 | +2.41K | 0.15% |
| Western Wealth Management, LLC | 32.66K | Mar 31, 26 | +178 | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.34K | Mar 31, 26 | -75.72K | 0.15% |
| CoreCap Advisors, LLC | 31.23K | Mar 31, 26 | +31.06K | 0.14% |
| Per Stirling Capital Management, LLC. | 29.68K | Mar 31, 26 | +29.68K | 0.14% |
| NOMURA ASSET MANAGEMENT CO LTD | 28.55K | Mar 31, 26 | -- | 0.13% |
| Essex Financial Services, Inc. | 27.37K | Mar 31, 26 | +9.10K | 0.13% |
| Yukon Wealth Management, Inc. | 26.71K | Mar 31, 26 | +833 | 0.12% |
| Keel Point, LLC | 26.34K | Mar 31, 26 | +26.34K | 0.12% |
| ALTFEST L J & CO INC | 26.04K | Mar 31, 26 | -- | 0.12% |
| SMITH, MOORE & CO. | 25.87K | Mar 31, 26 | +15.52K | 0.12% |
| JAMES INVESTMENT RESEARCH INC | 24.81K | Mar 31, 26 | +7.48K | 0.11% |
| CITADEL ADVISORS LLC | 24.24K | Mar 31, 26 | +24.24K | 0.11% |
| Onyx Bridge Wealth Group LLC | 24.22K | Mar 31, 26 | +7.88K | 0.11% |
| D. E. Shaw & Co., Inc. | 23.12K | Mar 31, 26 | +23.12K | 0.11% |
| Concurrent Investment Advisors, LLC | 22.66K | Mar 31, 26 | +22.66K | 0.10% |
| Savvy Advisors, Inc. | 22.28K | Mar 31, 26 | +223 | 0.10% |
| CASCADE INVESTMENT GROUP, INC. | 22.15K | Mar 31, 26 | +7.92K | 0.10% |
| Archford Capital Strategies, LLC | 21.95K | Mar 31, 26 | -7.50K | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 21.67K | Mar 31, 26 | -137 | 0.10% |
| Ciovacco Capital Management LLC | 20.60K | Mar 31, 26 | +20.60K | 0.10% |
| Brookwood Investment Group LLC | 20.53K | Mar 31, 26 | +20.53K | 0.09% |
| Sound Financial Strategies Group, LLC | 20.39K | Mar 31, 26 | -23.70K | 0.09% |
| IFP Advisors, Inc | 19.97K | Mar 31, 26 | -1.13K | 0.09% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19.33K | Mar 31, 26 | +4.93K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 18.91K | Mar 31, 26 | +6.00K | 0.09% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.67K | Mar 31, 26 | +783 | 0.09% |
| Meridian Wealth Management, LLC | 17.83K | Mar 31, 26 | +17.83K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 17.70K | Mar 31, 26 | +17.70K | 0.08% |
| Quadrature Capital Ltd | 17.63K | Mar 31, 26 | -114.81K | 0.08% |
| Janney Montgomery Scott LLC | 17.58K | Mar 31, 26 | +4.87K | 0.08% |
| Beacon Pointe Advisors, LLC | 17.50K | Mar 31, 26 | +4.50K | 0.08% |
| Klingman & Associates, LLC | 16.41K | Mar 31, 26 | -- | 0.08% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 16.32K | Mar 31, 26 | +16.32K | 0.08% |
| Bryant Woods Investment Advisors, LLC | 16.13K | Mar 31, 26 | +16.13K | 0.07% |
| Ausdal Financial Partners, Inc. | 15.92K | Mar 31, 26 | +1.10K | 0.07% |
| Spire Wealth Management | 15.07K | Mar 31, 26 | +8.10K | 0.07% |
| Integrated Wealth Concepts LLC | 15.06K | Mar 31, 26 | +15.06K | 0.07% |
| Arkadios Wealth Advisors | 14.79K | Mar 31, 26 | +745 | 0.07% |
| Winthrop Capital Management, LLC | 14.05K | Mar 31, 26 | +9.12K | 0.06% |
| CIBC WORLD MARKET INC. | 13.66K | Mar 31, 26 | +1.17K | 0.06% |
| Keystone Financial Group | 13.33K | Mar 31, 26 | +676 | 0.06% |
| WealthCare Investment Partners, LLC | 12.47K | Mar 31, 26 | +12.47K | 0.06% |
| MWA Asset Management | 12.44K | Mar 31, 26 | +35 | 0.06% |
| GeoWealth Management, LLC | 12.34K | Mar 31, 26 | +74 | 0.06% |
| Advisory Services Network, LLC | 12.15K | Mar 31, 26 | +790 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.12K | Mar 31, 26 | +648 | 0.06% |
| Milestone Asset Management Group, LLC | 12.02K | Mar 31, 26 | +22 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 11.63K | Mar 31, 26 | +11.63K | 0.05% |
| AdvisorNet Financial, Inc | 11.60K | Mar 31, 26 | +6.14K | 0.05% |
| SIMPLEX TRADING, LLC | 11.32K | Mar 31, 26 | +8.50K | 0.05% |
| FLORIDA FINANCIAL ADVISORS, LLC | 11.21K | Mar 31, 26 | +11.21K | 0.05% |
| Snowden Capital Advisors LLC | 11.20K | Mar 31, 26 | +11.20K | 0.05% |
| Garden State Investment Advisory Services LLC | 10.91K | Mar 31, 26 | +10.91K | 0.05% |
| WESPAC Advisors SoCal, LLC | 10.61K | Mar 31, 26 | +10.61K | 0.05% |
| GTS SECURITIES LLC | 10.59K | Mar 31, 26 | -135.13K | 0.05% |
| Sovran Advisors, LLC | 10.46K | Mar 31, 26 | +10.46K | 0.05% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 10.44K | Mar 31, 26 | +10.44K | 0.05% |
| Belvedere Trading LLC | 10.19K | Mar 31, 26 | +10.19K | 0.05% |
| FRANKLIN RESOURCES INC | 9.70K | Mar 31, 26 | +9.70K | 0.04% |
| Pallas Capital Advisors LLC | 9.61K | Mar 31, 26 | +9.61K | 0.04% |
| Jacobi Capital Management LLC | 9.44K | Mar 31, 26 | +9.44K | 0.04% |
| Perigon Wealth Management, LLC | 9.23K | Mar 31, 26 | +9.23K | 0.04% |
| Cerity Partners LLC | 9.18K | Mar 31, 26 | +9.18K | 0.04% |
| Investment Partners Asset Management, Inc. | 9.04K | Mar 31, 26 | +9.04K | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.91K | Mar 31, 26 | -1.14K | 0.04% |
| CENTAURUS FINANCIAL, INC. | 8.91K | Mar 31, 26 | +3.01K | 0.04% |
| MILESTONE ASSET MANAGEMENT, LLC | 8.83K | Mar 31, 26 | +8.83K | 0.04% |
| Prospera Financial Services Inc | 8.53K | Mar 31, 26 | +8.53K | 0.04% |
| SBI Securities Co., Ltd. | 8.44K | Mar 31, 26 | +2.06K | 0.04% |
| CLEAR INVESTMENT RESEARCH, LLC | 8.44K | Mar 31, 26 | +8.44K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.00K | Mar 31, 26 | +5.81K | 0.04% |
| Destiny Wealth Partners, LLC | 7.20K | Mar 31, 26 | +7.20K | 0.03% |
| PRIVATE TRUST CO NA | 5.75K | Mar 31, 26 | -179 | 0.03% |
| GROUP ONE TRADING, L.P. | 5.65K | Mar 31, 26 | +5.65K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 4.05K | Mar 31, 26 | +1.73K | 0.02% |
| Steward Partners Investment Advisory, LLC | 4.00K | Mar 31, 26 | +2.18K | 0.02% |
| Key FInancial Inc | 3.85K | Mar 31, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 3.51K | Mar 31, 26 | +3.51K | 0.02% |
| Aptus Capital Advisors, LLC | 3.37K | Mar 31, 26 | +20 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 3.35K | Mar 31, 26 | +500 | 0.02% |
| Allworth Financial LP | 3.14K | Mar 31, 26 | +1.74K | 0.01% |
| Manchester Capital Management LLC | 3.00K | Mar 31, 26 | +3.00K | 0.01% |
| Sunbelt Securities, Inc. | 2.63K | Mar 31, 26 | +16 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 2.61K | Mar 31, 26 | +2.61K | 0.01% |
| CENTRAL TRUST Co | 2.45K | Mar 31, 26 | +2.45K | 0.01% |
| CHAPMAN FINANCIAL GROUP, LLC | 2.23K | Mar 31, 26 | -- | 0.01% |
| Glassman Wealth Services | 2.14K | Mar 31, 26 | -2.80K | 0.01% |
| WPG Advisers, LLC | 1.80K | Mar 31, 26 | +25 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.77K | Mar 31, 26 | +1.77K | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.60K | Mar 31, 26 | +1.60K | 0.01% |
| FMR LLC | 1.43K | Mar 31, 26 | +993 | 0.01% |
| SJS Investment Consulting Inc. | 1.07K | Mar 31, 26 | +1.07K | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 900 | Mar 31, 26 | +900 | 0.00% |
| ADIRONDACK TRUST CO | 850 | Mar 31, 26 | +281 | 0.00% |
| Triumph Capital Management | 801 | Mar 31, 26 | -- | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 750 | Mar 31, 26 | +750 | 0.00% |
| Golden State Wealth Management, LLC | 737 | Mar 31, 26 | +2 | 0.00% |
| CWM, LLC | 669 | Mar 31, 26 | +669 | 0.00% |
| Ancora Advisors, LLC | 668 | Mar 31, 26 | +413 | 0.00% |
| NBC SECURITIES, INC. | 597 | Mar 31, 26 | +280 | 0.00% |
| Lavaca Capital LLC | 557 | Mar 31, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 553 | Mar 31, 26 | +30 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 551 | Mar 31, 26 | -54 | 0.00% |
| Darwin Wealth Management, LLC | 421 | Mar 31, 26 | -271 | 0.00% |
| Synergy Investment Management, LLC | 405 | Mar 31, 26 | +405 | 0.00% |
| AlphaCore Capital LLC | 400 | Mar 31, 26 | -- | 0.00% |
| PFS Partners, LLC | 381 | Mar 31, 26 | +381 | 0.00% |
| Elevated Capital Advisors, LLC | 341 | Mar 31, 26 | -- | 0.00% |
| Chung Wu Investment Group, LLC | 330 | Mar 31, 26 | +330 | 0.00% |
| BlackRock, Inc. | 265 | Mar 31, 26 | -- | 0.00% |
| Murphy & Mullick Capital Management Corp | 250 | Mar 31, 26 | +250 | 0.00% |
| ORG Wealth Partners, LLC | 245 | Mar 31, 26 | +245 | 0.00% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 225 | Mar 31, 26 | -- | 0.00% |
| Main Street Group, LTD | 201 | Mar 31, 26 | +201 | 0.00% |
| FINANCIAL CONSULATE, INC | 190 | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 162 | Mar 31, 26 | +102 | 0.00% |
| Private Wealth Management Group, LLC | 125 | Mar 31, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 95 | Mar 31, 26 | -- | 0.00% |
| Tanglewood Legacy Advisors, LLC | 88 | Mar 31, 26 | -7 | 0.00% |
| Richard W. Paul & Associates, LLC | 83 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 71 | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | Mar 31, 26 | +30 | 0.00% |
| McIlrath & Eck, LLC | 38 | Mar 31, 26 | +38 | 0.00% |
| Cornerstone Planning Group LLC | 35 | Mar 31, 26 | +35 | 0.00% |
| VANGUARD ADVISERS INC | 26 | Mar 31, 26 | +26 | 0.00% |
| Tradewinds Capital Management, LLC | 22 | Mar 31, 26 | +1 | 0.00% |
| Parkside Financial Bank & Trust | 10 | Mar 31, 26 | -- | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | Mar 31, 26 | -- | 0.00% |
| BESSEMER GROUP INC | -- | Mar 31, 26 | -3.27K | -- |
| Archer Investment Corp | -- | Mar 31, 26 | -5 | -- |
| Belpointe Asset Management LLC | -- | Mar 31, 26 | -48.69K | -- |
| Galvin, Gaustad & Stein, LLC | -- | Mar 31, 26 | -10.00K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -6.26K | -- |
| Alaska Wealth Advisors | -- | Mar 31, 26 | -46.72K | -- |
| HERBST GROUP, LLC | -- | Mar 31, 26 | -12.22K | -- |
| Strategic Advocates LLC | -- | Mar 31, 26 | -442 | -- |
| Laurel Wealth Advisors LLC | -- | Mar 31, 26 | -20 | -- |
| Alaska Permanent Capital Management | -- | Mar 31, 26 | -179.89K | -- |
| ORG Partners LLC | 57.61K | Dec 31, 25 | -12.55K | 0.27% |
| COMERICA BANK | 2.90K | Dec 31, 25 | +1.20K | 0.01% |
| Global Retirement Partners, LLC | 497 | Dec 31, 25 | +189 | 0.00% |
| CIBC Private Wealth Group, LLC | 100 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -16.82K | -- |
| Lindenwold Advisors, INC | 15.43K | Sep 30, 25 | +15.43K | 0.07% |
| Congress Wealth Management LLC / DE / | 17.06K | Jun 30, 25 | +50 | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 12.33K | Jun 30, 25 | +713 | 0.06% |
| Fernwood Investment Management, LLC | 14.66K | Dec 31, 24 | +14.66K | 0.07% |
| BBJS FINANCIAL ADVISORS, LLC | 233.14K | Sep 30, 24 | +2.40K | 1.08% |
| Carmichael Hill & Associates, Inc. | 69 | Sep 30, 24 | +4 | 0.00% |
| Cetera Advisor Networks LLC | 43.75K | Mar 31, 24 | +43.75K | 0.20% |