EFAV

Institutional Ownership

Top 806 Institutional Holders
HolderSharesDateChange% Held
Apella Capital, LLC49.63KSep 30, 26-2.58K0.09%
Peterson Wealth Advisors, LLC16.04KSep 30, 26-410.03%
Versant Capital Management, Inc11.19KSep 30, 26--0.02%
TOMPKINS FINANCIAL CORP9.67KSep 30, 26--0.02%
Farther Finance Advisors, LLC8.41KSep 30, 26+1130.02%
Veery Capital, LLC3.46KSep 30, 26+220.01%
First Citizens Financial Corp3.14KSep 30, 26--0.01%
Invariant Investment Management2.92KSep 30, 26-550.01%
Apeiron RIA LLC2.82KSep 30, 26+2.82K0.01%
Noble Wealth Management PBC841Sep 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC614Sep 30, 26--0.00%
CoreCap Advisors, LLC411Sep 30, 26-910.00%
Wealth Enhancement Trust Services, Inc.319Sep 30, 26--0.00%
FIRST COMMUNITY TRUST NA188Sep 30, 26--0.00%
GAMMA Investing LLC121Sep 30, 26-20.00%
CX Institutional77Sep 30, 26-3570.00%
Rosenberg Matthew Hamilton53Sep 30, 26--0.00%
Grove Bank & Trust51Sep 30, 26+510.00%
EASTERN BANK14Sep 30, 26--0.00%
Pathway Financial Advisors LLC--Sep 30, 26-2.72K--
FMR LLC7.32MJun 30, 26-316.29K13.36%
BANK OF AMERICA CORP /DE/3.65MJun 30, 26-279.64K6.67%
BlackRock, Inc.3.65MJun 30, 26+75.17K6.66%
MORGAN STANLEY2.63MJun 30, 26+161.25K4.81%
Wharton Business Group, LLC1.67MJun 30, 26-42.24K3.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.10MJun 30, 26-96.07K2.01%
ENVESTNET ASSET MANAGEMENT INC1.04MJun 30, 26-7011.89%
LPL Financial LLC932.39KJun 30, 26-15.94K1.70%
Financial Engines Advisors L.L.C.779.55KJun 30, 26+11.17K1.42%
SECURIAN ASSET MANAGEMENT, INC702.77KJun 30, 26--1.28%
UBS Group AG683.11KJun 30, 26-1.93K1.25%
SEI INVESTMENTS CO679.21KJun 30, 26+10.11K1.24%
WELLS FARGO & COMPANY/MN650.61KJun 30, 26-37.42K1.19%
RAYMOND JAMES FINANCIAL INC636.10KJun 30, 26+104.61K1.16%
AMERIPRISE FINANCIAL INC575.59KJun 30, 26-96.63K1.05%
ROYAL BANK OF CANADA487.68KJun 30, 26-5.89K0.89%
Cambridge Investment Research Advisors, Inc.439.00KJun 30, 26+5.77K0.80%
ASSETMARK, INC424.17KJun 30, 26+3.46K0.77%
MERCER GLOBAL ADVISORS INC /ADV381.99KJun 30, 26-15.20K0.70%
Summit Financial, LLC376.07KJun 30, 26+1.75K0.69%
Amundi375.15KJun 30, 26+24.35K0.69%
Creative Planning373.29KJun 30, 26-27.70K0.68%
Cetera Investment Advisers363.82KJun 30, 26+6.95K0.66%
ALLIANCEBERNSTEIN L.P.320.62KJun 30, 26+7.56K0.59%
Facet Wealth, Inc.305.57KJun 30, 26+4.48K0.56%
COMMONWEALTH EQUITY SERVICES, LLC296.32KJun 30, 26+4930.54%
JONES FINANCIAL COMPANIES LLLP233.03KJun 30, 26+25.79K0.43%
Armbruster Capital Management, Inc.228.93KJun 30, 26+7.51K0.42%
Geneos Wealth Management Inc.209.92KJun 30, 26-4.00K0.38%
Brookstone Capital Management204.86KJun 30, 26-21.12K0.37%
Penserra Capital Management LLC196.19KJun 30, 26-1.50K0.36%
Kestra Advisory Services, LLC192.59KJun 30, 26+157.41K0.35%
Lester Murray Antman dba SimplyRich186.19KJun 30, 26-1270.34%
Portfolio Design Labs, LLC169.47KJun 30, 26-4.99K0.31%
ADVISOR GROUP HOLDINGS, INC.169.27KJun 30, 26+24.57K0.31%
ProVise Management Group, LLC159.82KJun 30, 26+39.47K0.29%
Symmetry Partners, LLC156.40KJun 30, 26+15.88K0.29%
Ledyard National Bank153.01KJun 30, 26+9820.28%
Merit Financial Group, LLC148.95KJun 30, 26+19.56K0.27%
ANDERSON HOAGLAND & CO147.79KJun 30, 26-170.27%
Mariner, LLC138.91KJun 30, 26-19.37K0.25%
Vestcor Inc138.82KJun 30, 26+6.78K0.25%
Ascent Group, LLC125.00KJun 30, 26-2.20K0.23%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC122.53KJun 30, 26+122.53K0.22%
MML INVESTORS SERVICES, LLC119.48KJun 30, 26-35.69K0.22%
PRINCIPAL SECURITIES, INC.114.03KJun 30, 26-1.57K0.21%
Magnus Financial Group LLC113.02KJun 30, 26+2.75K0.21%
Baird Financial Group, Inc.110.68KJun 30, 26+8.66K0.20%
FIFTH THIRD BANCORP106.33KJun 30, 26-4.79K0.19%
JPMORGAN CHASE & CO105.52KJun 30, 26+2.26K0.19%
CAPTRUST FINANCIAL ADVISORS103.57KJun 30, 26-1.16K0.19%
TRUIST FINANCIAL CORP101.88KJun 30, 26-25.89K0.19%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT94.45KJun 30, 26+1.57K0.17%
CHOREO, LLC91.95KJun 30, 26-2610.17%
STIFEL FINANCIAL CORP86.39KJun 30, 26+1.31K0.16%
Asset Management Group, Inc.84.56KJun 30, 26+2780.15%
ALPHA CAPITAL ADVISORS INC /ADV84.32KJun 30, 26-5480.15%
CUTLER INVESTMENT COUNSEL LLC80.26KJun 30, 26-6690.15%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC79.70KJun 30, 26+27.96K0.15%
Mission Creek Capital Partners, Inc.79.41KJun 30, 26+1860.15%
HighTower Advisors, LLC77.12KJun 30, 26-3.53K0.14%
Well Done, LLC75.88KJun 30, 26+1590.14%
Estate Counselors, LLC74.01KJun 30, 26+5.42K0.14%
Anchor Investment Management, LLC70.05KJun 30, 26+2.68K0.13%
BANK OF MONTREAL /CAN/68.76KJun 30, 26+4940.13%
FOUNDERS FINANCIAL SECURITIES LLC66.33KJun 30, 26-1000.12%
Horizon Investments, LLC65.78KJun 30, 26-66.87K0.12%
Colony Group, LLC64.03KJun 30, 26-4.84K0.12%
TUDOR INVESTMENT CORP ET AL62.89KJun 30, 26+62.89K0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC61.23KJun 30, 26-1.34K0.11%
Compass Financial Group, Inc. (Ohio)59.35KJun 30, 26+16.50K0.11%
Pensionmark Financial Group, LLC58.09KJun 30, 26-1980.11%
NewEdge Advisors, LLC57.97KJun 30, 26-6.79K0.11%
ASPIRIANT, LLC55.56KJun 30, 26-2990.10%
TRUST CO OF VIRGINIA /VA54.66KJun 30, 26-2.07K0.10%
Adviser Investments LLC52.84KJun 30, 26+9.28K0.10%
Private Advisor Group, LLC52.46KJun 30, 26-6.47K0.10%
Apella Capital, LLC52.22KJun 30, 26-3.49K0.10%
GLENMEDE TRUST CO NA51.55KJun 30, 26-4.03K0.09%
Wealth Advisors of Iowa, LLC51.02KJun 30, 26-2.44K0.09%
Strategic Blueprint, LLC50.23KJun 30, 26-4950.09%
PNC FINANCIAL SERVICES GROUP, INC.49.33KJun 30, 26+1850.09%
Rockefeller Capital Management L.P.45.67KJun 30, 26-3.02K0.08%
Advisory Services Network, LLC44.72KJun 30, 26+1.74K0.08%
Savant Capital, LLC43.63KJun 30, 26+6.71K0.08%
Rehmann Capital Advisory Group43.09KJun 30, 26+2.35K0.08%
MAI Capital Management40.16KJun 30, 26-4620.07%
Samalin Investment Counsel, LLC40.16KJun 30, 26+2430.07%
Mutual Advisors, LLC40.08KJun 30, 26+400.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC39.51KJun 30, 26-6610.07%
Integrated Wealth Concepts LLC38.19KJun 30, 26+1.47K0.07%
Capital Analysts, LLC38.17KJun 30, 26-1.02K0.07%
Corsicana & Co.37.77KJun 30, 26-2200.07%
Shore Point Advisors, LLC37.51KJun 30, 26-3.77K0.07%
Transamerica Financial Advisors, Inc.36.84KJun 30, 26-3.42K0.07%
IMA Wealth, Inc.36.42KJun 30, 26-7900.07%
BridgePort Financial Solutions, LLC34.01KJun 30, 26-390.06%
Rakuten Investment Management, Inc.33.22KJun 30, 26-32.29K0.06%
Physician Wealth Advisors, Inc.32.82KJun 30, 26-5430.06%
VAUGHAN & Co SECURITIES, INC.31.30KJun 30, 26+640.06%
RHS Financial, LLC31.28KJun 30, 26-2.38K0.06%
MorganRosel Wealth Management, LLC30.83KJun 30, 26+2.99K0.06%
Resources Investment Advisors, LLC.30.71KJun 30, 26+1.39K0.06%
UMB Bank, n.a.30.38KJun 30, 26+2.30K0.06%
Prism Advisors, Inc.30.31KJun 30, 26+1700.06%
MGO ONE SEVEN LLC30.30KJun 30, 26-2.13K0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP29.37KJun 30, 26+29.37K0.05%
Three Bearings Fiduciary Advisors, Inc.28.73KJun 30, 26-1.46K0.05%
Sequoia Financial Advisors, LLC28.50KJun 30, 26-8.67K0.05%
Sanctuary Advisors, LLC28.41KJun 30, 26+10.97K0.05%
Cerity Partners LLC28.01KJun 30, 26+3220.05%
D.A. DAVIDSON & CO.27.62KJun 30, 26-2430.05%
Beacon Pointe Advisors, LLC27.49KJun 30, 26+2.18K0.05%
IHT Wealth Management, LLC27.38KJun 30, 26-1.22K0.05%
MATHER GROUP, LLC.26.97KJun 30, 26-810.05%
Brickley Wealth Management26.95KJun 30, 26-4.32K0.05%
Fortune Financial Advisors, LLC26.45KJun 30, 26+6390.05%
Frontier Asset Management, LLC26.27KJun 30, 26+4710.05%
SHUFRO ROSE & CO LLC26.18KJun 30, 26+960.05%
Concurrent Investment Advisors, LLC25.74KJun 30, 26+23.04K0.05%
Ausdal Financial Partners, Inc.25.61KJun 30, 26+3850.05%
J.W. COLE ADVISORS, INC.25.31KJun 30, 26-1410.05%
Buckingham Strategic Partners24.77KJun 30, 26+3340.05%
Arkadios Wealth Advisors24.55KJun 30, 26-3530.04%
WILEY BROS.-AINTREE CAPITAL, LLC23.39KJun 30, 26+2050.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC23.08KJun 30, 26+2480.04%
CGN Advisors LLC23.05KJun 30, 26+3450.04%
Friedenthal Financial21.97KJun 30, 26-5140.04%
Bank of New York Mellon Corp21.83KJun 30, 26+7020.04%
Klingman & Associates, LLC21.67KJun 30, 26-8700.04%
BROWN WEALTH MANAGEMENT, LLC20.64KJun 30, 26-1610.04%
Global Assets Advisory, LLC20.57KJun 30, 26+20.57K0.04%
McNaughton Wealth Management, LLC20.51KJun 30, 26-9880.04%
SageView Advisory Group, LLC19.88KJun 30, 26+650.04%
JANE STREET GROUP, LLC19.85KJun 30, 26+19.85K0.04%
Stratos Wealth Partners, LTD.19.09KJun 30, 26+4380.03%
Breakwater Capital Group19.05KJun 30, 26-4630.03%
Bleakley Financial Group, LLC18.57KJun 30, 26+7630.03%
HB Wealth Management, LLC18.46KJun 30, 26+7810.03%
Berger Financial Group, Inc18.37KJun 30, 26-1.63K0.03%
SAWGRASS ASSET MANAGEMENT LLC18.34KJun 30, 26+3.73K0.03%
Bell Investment Advisors, Inc18.11KJun 30, 26+1560.03%
Bellwether Advisors, LLC17.83KJun 30, 26+2510.03%
Betterment LLC17.80KJun 30, 26+3390.03%
Focus Financial Network, Inc.17.40KJun 30, 26+4.88K0.03%
Quantinno Capital Management LP17.34KJun 30, 26+2.48K0.03%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV16.86KJun 30, 26+1.17K0.03%
CVA Family Office, LLC16.84KJun 30, 26-3.17K0.03%
ROOF EIDAM & MAYCOCK/ADV16.59KJun 30, 26--0.03%
Prime Capital Investment Advisors, LLC16.11KJun 30, 26+9560.03%
TPG Advisors LLC15.98KJun 30, 26-4550.03%
Steward Partners Investment Advisory, LLC15.82KJun 30, 26-5.40K0.03%
Foster Victor Wealth Advisors, LLC15.79KJun 30, 26-2740.03%
Tacita Capital Inc15.64KJun 30, 26-1190.03%
MONECO Advisors, LLC15.36KJun 30, 26+2.61K0.03%
CITIZENS FINANCIAL GROUP INC/RI15.28KJun 30, 26+8940.03%
M Holdings Securities, Inc.15.22KJun 30, 26-1.35K0.03%
Carr Financial Group Corp15.14KJun 30, 26+80.03%
Tempo Wealth, LLC15.07KJun 30, 26+1780.03%
Capital Advisors, Ltd. LLC15.00KJun 30, 26-2380.03%
Foster Group, Inc.14.98KJun 30, 26+1290.03%
MAGNOLIA CAPITAL ADVISORS LLC14.91KJun 30, 26-27.21K0.03%
HBK Sorce Advisory LLC14.90KJun 30, 26+40.03%
Atomi Financial Group, Inc.14.53KJun 30, 26+2690.03%
SAX WEALTH ADVISORS, LLC14.52KJun 30, 26+14.52K0.03%
FIFTH THIRD SECURITIES, INC.14.34KJun 30, 26+8.58K0.03%
Janney Montgomery Scott LLC14.27KJun 30, 26-4540.03%
NATIXIS ADVISORS, L.P.14.18KJun 30, 26+14.18K0.03%
IBEX WEALTH ADVISORS14.17KJun 30, 26-1720.03%
Waldron Private Wealth LLC13.52KJun 30, 26-280.02%
Prospera Financial Services Inc13.46KJun 30, 26-460.02%
Equitable Holdings, Inc.13.10KJun 30, 26-80.02%
Lido Advisors, LLC12.61KJun 30, 26-1690.02%
Perigon Wealth Management, LLC12.58KJun 30, 26+700.02%
CLEAR WAVE WEALTH MANAGEMENT LLC12.57KJun 30, 26-50.05K0.02%
Global Retirement Partners, LLC12.39KJun 30, 26+12.39K0.02%
Gateway Wealth Partners, LLC12.31KJun 30, 26-10.84K0.02%
GREAT VALLEY ADVISOR GROUP, INC.12.18KJun 30, 26-1800.02%
CI Private Wealth, LLC12.04KJun 30, 26+4.12K0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11.94KJun 30, 26-1.78K0.02%
Baker Ellis Asset Management LLC11.90KJun 30, 26-500.02%
Round Rock Advisors, LLC11.73KJun 30, 26-1.20K0.02%
EVERGREEN CAPITAL MANAGEMENT LLC11.57KJun 30, 26+460.02%
Shira Ridge Wealth Management11.11KJun 30, 26-1020.02%
Ellis Investment Partners, LLC11.04KJun 30, 26+1.38K0.02%
CFG Wealth Management Services, Inc.10.99KJun 30, 26--0.02%
Clark Asset Management, LLC10.80KJun 30, 26--0.02%
FOSTER & MOTLEY INC10.68KJun 30, 26-1660.02%
CFS Investment Advisory Services, LLC10.61KJun 30, 26--0.02%
Joel Isaacson & Co., LLC10.46KJun 30, 26+1970.02%
Clearstead Advisors, LLC10.27KJun 30, 26+1.54K0.02%
STOCK YARDS BANK & TRUST CO10.22KJun 30, 26+1.70K0.02%
Allworth Financial LP10.14KJun 30, 26-2.32K0.02%
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.10.12KJun 30, 26+3250.02%
Envestnet Portfolio Solutions, Inc.10.00KJun 30, 26-7450.02%
SWEENEY & MICHEL, LLC9.86KJun 30, 26-860.02%
Lexington Hill Partners, LLC9.82KJun 30, 26+1850.02%
Wealthspire Advisors, LLC9.65KJun 30, 26-1110.02%
INVESTMENT PARTNERS, LTD.9.62KJun 30, 26+60.02%
Diversify Advisory Services, LLC9.54KJun 30, 26+9.54K0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC9.54KJun 30, 26-19.56K0.02%
PARK AVENUE SECURITIES LLC9.43KJun 30, 26-4.57K0.02%
SEEDS INVESTOR LLC9.42KJun 30, 26+9.42K0.02%
PFG Advisors9.34KJun 30, 26-1.42K0.02%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT9.32KJun 30, 26-1.24K0.02%
STEPHENS INC /AR/9.29KJun 30, 26+530.02%
Arcus Capital Partners, LLC9.29KJun 30, 26+1510.02%
Empirical Asset Management, LLC9.28KJun 30, 26+130.02%
WESBANCO BANK INC9.17KJun 30, 26-650.02%
INDEPENDENT FINANCIAL GROUP, LLC9.08KJun 30, 26+3500.02%
THRIVENT FINANCIAL FOR LUTHERANS9.01KJun 30, 26-22.29K0.02%
Private Advisory Group LLC8.97KJun 30, 26+4040.02%
SPIREPOINT PRIVATE CLIENT, LLC8.92KJun 30, 26--0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.8.76KJun 30, 26-2870.02%
IFG Advisory, LLC8.47KJun 30, 26+8.47K0.02%
Farther Finance Advisors, LLC8.29KJun 30, 26-6410.02%
Miracle Mile Advisors, LLC8.29KJun 30, 26-2.04K0.02%
Tolleson Wealth Management, Inc.8.18KJun 30, 26--0.01%
Bogart Wealth, LLC8.14KJun 30, 26-2050.01%
FRANKLIN RESOURCES INC8.09KJun 30, 26--0.01%
Venturi Wealth Management, LLC8.03KJun 30, 26--0.01%
FIDUCIARY TRUST CO8.01KJun 30, 26-3840.01%
Cornerstone Wealth Management, LLC7.89KJun 30, 26+20.01%
Portland Financial Advisors Inc7.84KJun 30, 26-1870.01%
HARBOUR INVESTMENTS, INC.7.80KJun 30, 26-380.01%
Black Diamond Financial, LLC7.77KJun 30, 26-2360.01%
FIDUCIARY FINANCIAL GROUP, LLC7.74KJun 30, 26--0.01%
Hilltop Partners LLC7.67KJun 30, 26+3530.01%
Essex Financial Services, Inc.7.66KJun 30, 26+5600.01%
COWA, LLC7.50KJun 30, 26-750.01%
AQR CAPITAL MANAGEMENT LLC7.35KJun 30, 26-1.46K0.01%
Heck Capital Advisors, LLC7.32KJun 30, 26+750.01%
SRS Capital Advisors, Inc.7.30KJun 30, 26+5.25K0.01%
Pacific Center for Financial Services7.27KJun 30, 26+670.01%
MOULTON WEALTH MANAGEMENT, INC7.25KJun 30, 26+7.25K0.01%
Vise Technologies, Inc.7.21KJun 30, 26+7.21K0.01%
Savvy Advisors, Inc.7.17KJun 30, 26-1.32K0.01%
Lantz Financial LLC7.09KJun 30, 26+540.01%
LEVEL FOUR ADVISORY SERVICES, LLC7.07KJun 30, 26-10.10K0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC7.06KJun 30, 26-1.22K0.01%
Counterweight Ventures, LLC7.06KJun 30, 26--0.01%
1900 WEALTH MANAGEMENT LLC7.02KJun 30, 26-4080.01%
Mascoma Wealth Management LLC7.01KJun 30, 26-7640.01%
WOODMONT INVESTMENT COUNSEL LLC6.96KJun 30, 26-1.07K0.01%
Financial Perspectives, Inc6.75KJun 30, 26+10.01%
Premier Path Wealth Partners, LLC6.74KJun 30, 26-1.28K0.01%
Relyea Zuckerberg Hanson LLC6.56KJun 30, 26+6.56K0.01%
Keystone Financial Group6.50KJun 30, 26-3060.01%
Pallas Capital Advisors LLC6.48KJun 30, 26-100.01%
Creekside Partners6.40KJun 30, 26+1010.01%
CIBC WORLD MARKET INC.6.36KJun 30, 26+2120.01%
Kathmere Capital Management, LLC6.31KJun 30, 26+6340.01%
APPLETON PARTNERS INC/MA6.31KJun 30, 26-1040.01%
Wolff Financial Management LLC6.27KJun 30, 26-2890.01%
HRT FINANCIAL LP6.15KJun 30, 26+2960.01%
Wealthfront Advisers LLC6.06KJun 30, 26+1.50K0.01%
Aries Wealth Management5.99KJun 30, 26+1500.01%
Fragasso Group Inc.5.83KJun 30, 26+1820.01%
BLAIR WILLIAM & CO/IL5.79KJun 30, 26+430.01%
Greenwich Wealth Management LLC5.74KJun 30, 26-3350.01%
QTR Family Wealth, LLC5.72KJun 30, 26-30.01%
CARY STREET PARTNERS FINANCIAL LLC5.69KJun 30, 26-5850.01%
Pinnacle Bancorp, Inc.5.67KJun 30, 26--0.01%
FAS Wealth Partners, Inc.5.66KJun 30, 26+2540.01%
VestGen Advisors, LLC5.55KJun 30, 26-5.36K0.01%
Aspect Partners, LLC5.28KJun 30, 26+3.69K0.01%
Heirloom Wealth Management5.26KJun 30, 26-6.88K0.01%
BRIGHTON JONES LLC5.24KJun 30, 26+2880.01%
JMG Financial Group, Ltd.5.23KJun 30, 26--0.01%
JOHNSON INVESTMENT COUNSEL INC5.18KJun 30, 26-4850.01%
RIVER'S EDGE WEALTH MANAGEMENT, LLC5.17KJun 30, 26+630.01%
Citizens National Bank Trust Department5.10KJun 30, 26-1120.01%
Horizon Family Wealth, Inc.5.09KJun 30, 26--0.01%
FLOW TRADERS U.S. LLC5.01KJun 30, 26+5.01K0.01%
Annis Gardner Whiting Capital Advisors, LLC5.00KJun 30, 26--0.01%
NORTH DALLAS BANK & TRUST CO4.94KJun 30, 26--0.01%
Atria Investments, Inc4.87KJun 30, 26+1960.01%
K2 Financial Inc.4.87KJun 30, 26-470.01%
Opus Financial Solutions LLC4.83KJun 30, 26-450.01%
Acorn Wealth Advisors, LLC4.77KJun 30, 26+450.01%
Sage Mountain Advisors LLC4.75KJun 30, 26-1.10K0.01%
Cornerstone Financial Group, LLC /NE/4.72KJun 30, 26+850.01%
Integrated Advisors Network LLC4.68KJun 30, 26+1040.01%
Grey Fox Wealth Advisors, LLC4.66KJun 30, 26+810.01%
WBH ADVISORY INC4.65KJun 30, 26--0.01%
LANDAAS & CO /WI /ADV4.65KJun 30, 26--0.01%
Ameritas Investment Partners, Inc.4.65KJun 30, 26--0.01%
Western Wealth Management, LLC4.62KJun 30, 26-770.01%
AMG National Trust Bank4.55KJun 30, 26+460.01%
Blankinship & Foster, LLC4.54KJun 30, 26+860.01%
IFP Advisors, Inc4.51KJun 30, 26+1150.01%
Goldstein Advisors, LLC4.48KJun 30, 26--0.01%
CARDIFF PARK ADVISORS, LLC4.46KJun 30, 26+180.01%
BRYN MAWR TRUST Co4.44KJun 30, 26--0.01%
Hibernia Wealth Partners, LLC4.42KJun 30, 26-4.37K0.01%
EWA, LLC4.38KJun 30, 26-1420.01%
AE Wealth Management LLC4.38KJun 30, 26+8230.01%
Strategic Wealth Advisors LLC4.38KJun 30, 26--0.01%
Cherry Tree Wealth Management, LLC4.38KJun 30, 26-2750.01%
RICHARDSON FINANCIAL SERVICES INC.4.38KJun 30, 26-1460.01%
James J. Burns & Company, LLC4.37KJun 30, 26+780.01%
MISSION WEALTH MANAGEMENT, LP4.29KJun 30, 26+1.61K0.01%
Visionary Wealth Advisors4.27KJun 30, 26+390.01%
Traction Financial Partners, LLC4.21KJun 30, 26-340.01%
Arrowroot Family Office, LLC4.20KJun 30, 26+370.01%
Sage Capital Advisors,llc4.19KJun 30, 26-2190.01%
AdvisorNet Financial, Inc4.18KJun 30, 26+1250.01%
Insight Wealth Strategies, LLC4.18KJun 30, 26+430.01%
TME FINANCIAL, INC.4.18KJun 30, 26+580.01%
CEERA INVESTMENTS, LLC4.09KJun 30, 26--0.01%
Nabity-Jensen Investment Management Inc4.05KJun 30, 26--0.01%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.4.04KJun 30, 26+4080.01%
Syntegra Private Wealth Group, LLC4.01KJun 30, 26--0.01%
VERUS CAPITAL PARTNERS, LLC3.93KJun 30, 26-3110.01%
ALESCO ADVISORS LLC3.92KJun 30, 26--0.01%
Diversified Enterprises, LLC3.92KJun 30, 26+140.01%
KESTRA PRIVATE WEALTH SERVICES, LLC3.92KJun 30, 26+410.01%
Urban Wealth Management, LLC3.92KJun 30, 26--0.01%
TD Waterhouse Canada Inc.3.90KJun 30, 26--0.01%
Parallel Advisors, LLC3.87KJun 30, 26+1270.01%
FLAGSHIP HARBOR ADVISORS, LLC3.86KJun 30, 26-8290.01%
National Wealth Management Group, LLC3.86KJun 30, 26-1760.01%
Summit Wealth Partners, LLC3.84KJun 30, 26+560.01%
Steel Peak Wealth Management LLC3.84KJun 30, 26+1880.01%
American Wealth Advisors, LLC3.82KJun 30, 26-1390.01%
Centurion Wealth Management LLC3.78KJun 30, 26--0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS3.77KJun 30, 26-230.01%
DRAVO BAY LLC3.57KJun 30, 26-2180.01%
Family Capital Trust Co3.55KJun 30, 26+3.55K0.01%
Stablepoint Partners, LLC3.53KJun 30, 26-4670.01%
NewEdge Wealth, LLC3.52KJun 30, 26-1.17K0.01%
GDS Wealth Management3.51KJun 30, 26-20.01%
COMMERCE BANK3.50KJun 30, 26-110.01%
Baker Avenue Asset Management, LP3.49KJun 30, 26+2680.01%
MONETA GROUP INVESTMENT ADVISORS LLC3.48KJun 30, 26-500.01%
Greykasell Wealth Strategies, Inc.3.46KJun 30, 26--0.01%
Livet Wealth, LLC3.45KJun 30, 26-9680.01%
Gladstone Institutional Advisory LLC3.44KJun 30, 26+3.44K0.01%
INVESTED ADVISORS3.41KJun 30, 26+1970.01%
High Net Worth Advisory Group LLC3.36KJun 30, 26--0.01%
BCGM Wealth Management, LLC3.35KJun 30, 26-230.01%
Keenan, LLC3.34KJun 30, 26-2.30K0.01%
Peak Financial Management, Inc.3.34KJun 30, 26+4070.01%
Sowell Financial Services LLC3.33KJun 30, 26-1060.01%
ARWA LLC3.31KJun 30, 26--0.01%
Squarepoint Ops LLC3.27KJun 30, 26+3.27K0.01%
PRINCIPAL FINANCIAL GROUP INC3.26KJun 30, 26--0.01%
Rare Wolf Capital LLC3.21KJun 30, 26--0.01%
UBS ASSET MANAGEMENT AMERICAS INC3.16KJun 30, 26-2790.01%
Wedmont Private Capital3.15KJun 30, 26+10.01%
KINGSWOOD WEALTH ADVISORS, LLC3.15KJun 30, 26-1910.01%
EP Wealth Advisors, LLC3.15KJun 30, 26-1.89K0.01%
FULTON BANK, N.A.3.13KJun 30, 26--0.01%
United Advisor Group, LLC3.12KJun 30, 26+6160.01%
BRANDYWINE OAK PRIVATE WEALTH LLC3.12KJun 30, 26--0.01%
US BANCORP \DE\3.11KJun 30, 26-2750.01%
Waverly Advisors, LLC3.09KJun 30, 26-610.01%
Colonial Trust Co / SC3.08KJun 30, 26+1.17K0.01%
Csenge Advisory Group3.07KJun 30, 26+2550.01%
StoneX Group Inc.3.06KJun 30, 26+3.06K0.01%
Smartleaf Asset Management LLC3.05KJun 30, 26--0.01%
ELEVATE WEALTH ADVISORY, INC3.04KJun 30, 26-710.01%
Midwest Trust Co3.01KJun 30, 26-30.01%
Pinnacle Financial Partners, Inc.2.97KJun 30, 26+30.01%
Claro Advisors LLC2.96KJun 30, 26+210.01%
Blue Zone Wealth Advisors, LLC2.96KJun 30, 26+760.01%
Catalyst Investment Management LLC2.92KJun 30, 26-10.01%
Vanguard National Trust Co2.88KJun 30, 26--0.01%
PDS Planning, Inc2.87KJun 30, 26--0.01%
Vestmark Advisory Solutions, Inc.2.83KJun 30, 26+5760.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2.80KJun 30, 26+140.01%
Kaufman Rossin Wealth, LLC2.79KJun 30, 26+210.01%
180 WEALTH ADVISORS, LLC2.75KJun 30, 26-700.01%
WARNER FINANCIAL, INC2.68KJun 30, 26--0.00%
BASSO CAPITAL MANAGEMENT, L.P.2.65KJun 30, 26+2.65K0.00%
Apollon Wealth Management, LLC2.60KJun 30, 26+210.00%
Meridian Wealth Advisors, LLC2.59KJun 30, 26--0.00%
Graves Light Lenhart Wealth, Inc.2.57KJun 30, 26+170.00%
Christensen, King & Associates Investment Services, Inc.2.55KJun 30, 26--0.00%
NorthRock Partners, LLC2.53KJun 30, 26+330.00%
Valmark Advisers, Inc.2.48KJun 30, 26+2.48K0.00%
PLANNING DIRECTIONS INC2.47KJun 30, 26+460.00%
Straight Path Wealth Management2.45KJun 30, 26--0.00%
Asset Dedication, LLC2.42KJun 30, 26--0.00%
SUMMIT WEALTH GROUP LLC / CO2.40KJun 30, 26+920.00%
Forum Private Client Group LLC2.39KJun 30, 26-2340.00%
Sensible Money, LLC2.38KJun 30, 26--0.00%
Sanibel Captiva Trust Company, Inc.2.37KJun 30, 26--0.00%
Bond & Devick Financial Network, Inc.2.36KJun 30, 26-3730.00%
WHITTIER TRUST CO OF NEVADA INC2.34KJun 30, 26--0.00%
Marks Group Wealth Management, Inc2.32KJun 30, 26--0.00%
Kingsview Wealth Management, LLC2.31KJun 30, 26+2.31K0.00%
Sun Financial Inc2.31KJun 30, 26-1660.00%
Gen-Wealth Partners Inc2.25KJun 30, 26--0.00%
ENTRUST FINANCIAL LLC2.18KJun 30, 26+410.00%
WHITTIER TRUST CO2.13KJun 30, 26--0.00%
10Elms LLP2.06KJun 30, 26+1.51K0.00%
Federation des caisses Desjardins du Quebec1.85KJun 30, 26+180.00%
HM PAYSON & CO1.74KJun 30, 26--0.00%
Parkside Financial Bank & Trust1.56KJun 30, 26+70.00%
DELTA ASSET MANAGEMENT LLC/TN1.47KJun 30, 26--0.00%
Institute for Wealth Management, LLC.1.44KJun 30, 26+1.44K0.00%
MCF Advisors LLC1.38KJun 30, 26-1090.00%
Colonial Trust Advisors1.33KJun 30, 26--0.00%
Triumph Capital Management1.23KJun 30, 26-40.00%
Paladin Advisory Group, LLC1.23KJun 30, 26--0.00%
BARRETT & COMPANY, INC.1.21KJun 30, 26--0.00%
Medallion Wealth Advisors, LLC1.20KJun 30, 26-1.61K0.00%
Nemes Rush Group LLC1.15KJun 30, 26+50.00%
CENTAURUS FINANCIAL, INC.1.13KJun 30, 26+70.00%
Silver Grove Financial Group, Inc.1.08KJun 30, 26+20.00%
Capital Investment Advisory Services, LLC1.08KJun 30, 26-10.00%
HOWE & RUSLING INC1.05KJun 30, 26+1040.00%
Beaird Harris Wealth Management, LLC1.04KJun 30, 26+2550.00%
HARBOR INVESTMENT ADVISORY, LLC1.00KJun 30, 26+270.00%
SouthState Corp984Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC901Jun 30, 26--0.00%
PRIVATE TRUST CO NA898Jun 30, 26--0.00%
Provident Wealth Management, LLC875Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV873Jun 30, 26+150.00%
United Community Bank850Jun 30, 26-1750.00%
VANGUARD ADVISERS INC846Jun 30, 26+710.00%
SHP Wealth Management843Jun 30, 26+6960.00%
TRUST CO OF VERMONT720Jun 30, 26+7200.00%
WEBSTER BANK, N. A.650Jun 30, 26--0.00%
Elevated Capital Advisors, LLC643Jun 30, 26--0.00%
SIGNATUREFD, LLC596Jun 30, 26--0.00%
Allspring Global Investments Holdings, LLC582Jun 30, 26--0.00%
Atlantic Union Bankshares Corp580Jun 30, 26--0.00%
Larson Financial Group LLC547Jun 30, 26-10.00%
BROWN BROTHERS HARRIMAN & CO527Jun 30, 26--0.00%
Brooklyn FI, LLC527Jun 30, 26+5270.00%
Ancora Advisors, LLC514Jun 30, 26+40.00%
Harbor Asset Planning, Inc.503Jun 30, 26+90.00%
Archer Investment Corp503Jun 30, 26--0.00%
CKW FINANCIAL GROUP500Jun 30, 26--0.00%
NBC SECURITIES, INC.470Jun 30, 26--0.00%
Rossby Financial, LCC460Jun 30, 26-20.00%
WPG Advisers, LLC454Jun 30, 26-680.00%
Cornerstone National Bank & Trust Co439Jun 30, 26+4390.00%
SYM FINANCIAL Corp433Jun 30, 26--0.00%
Westside Investment Management, Inc.433Jun 30, 26+750.00%
AMERIFLEX GROUP, INC.420Jun 30, 26+4200.00%
Bullock Wealth Management Group414Jun 30, 26+80.00%
Fairscale Capital, LLC405Jun 30, 26--0.00%
Dunhill Financial, LLC402Jun 30, 26--0.00%
Synergy Investment Management, LLC397Jun 30, 26+3970.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV374Jun 30, 26+20.00%
Golden State Wealth Management, LLC365Jun 30, 26--0.00%
Sunrise Financial Services, LLC363Jun 30, 26--0.00%
Hanson & Doremus Investment Management362Jun 30, 26--0.00%
Princeton Global Asset Management LLC354Jun 30, 26--0.00%
Strategic Wealth Partners, Ltd.319Jun 30, 26-200.00%
BFSG, LLC316Jun 30, 26--0.00%
Founders Financial Alliance, LLC311Jun 30, 26--0.00%
Spire Wealth Management294Jun 30, 26-590.00%
Glass Jacobson Investment Advisors llc292Jun 30, 26--0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV291Jun 30, 26+50.00%
Fourth Dimension Wealth, LLC290Jun 30, 26+50.00%
Glassman Wealth Services268Jun 30, 26--0.00%
BAYBAN267Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC252Jun 30, 26-1270.00%
Continuum Advisory, LLC243Jun 30, 26+2430.00%
SALEM INVESTMENT COUNSELORS INC240Jun 30, 26+50.00%
Caldwell Trust Co237Jun 30, 26+250.00%
Highland Investment Advisors LLC230Jun 30, 26+2300.00%
HUNTINGTON NATIONAL BANK217Jun 30, 26--0.00%
Allied Private Wealth LLC190Jun 30, 26+1900.00%
JFS WEALTH ADVISORS, LLC180Jun 30, 26--0.00%
C M BIDWELL & ASSOCIATES LTD177Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.177Jun 30, 26+270.00%
GHP Investment Advisors, Inc.171Jun 30, 26-790.00%
Avion Wealth171Jun 30, 26--0.00%
CENTRAL TRUST Co163Jun 30, 26--0.00%
Key Capital Management, INC161Jun 30, 26--0.00%
Boreal Capital Management LLC160Jun 30, 26--0.00%
Integrity Financial Corp /WA142Jun 30, 26+10.00%
HIGHLINE WEALTH PARTNERS LLC140Jun 30, 26+30.00%
Glen Eagle Advisors, LLC135Jun 30, 26--0.00%
LRI Investments, LLC134Jun 30, 26-140.00%
Cornerstone Financial Management LLC132Jun 30, 26--0.00%
Millstone Evans Group, LLC128Jun 30, 26--0.00%
Key FInancial Inc128Jun 30, 26--0.00%
GAMMA Investing LLC123Jun 30, 26+820.00%
Nalls Sherbakoff Group, LLC100Jun 30, 26-670.00%
HOLLENCREST CAPITAL MANAGEMENT93Jun 30, 26+20.00%
Vermillion Wealth Management, Inc.86Jun 30, 26+20.00%
JNBA Financial Advisors75Jun 30, 26-130.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.74Jun 30, 26--0.00%
GILPIN WEALTH MANAGEMENT, LLC74Jun 30, 26--0.00%
BankPlus Trust Department69Jun 30, 26--0.00%
LOGAN CAPITAL MANAGEMENT INC69Jun 30, 26+690.00%
Ronald Blue Trust, Inc.67Jun 30, 26+670.00%
First Command Advisory Services, Inc.62Jun 30, 26-420.00%
PlanVest Financial, Inc59Jun 30, 26--0.00%
LifeSteps Financial, Inc.50Jun 30, 26+500.00%
JPL Wealth Management, LLC50Jun 30, 26--0.00%
Decker Retirement Planning Inc.41Jun 30, 26--0.00%
MOTCO39Jun 30, 26--0.00%
Cape Investment Advisory, Inc.37Jun 30, 26+370.00%
Timbuktu Capital Management, LLC36Jun 30, 26+360.00%
FINANCIAL CONSULATE, INC36Jun 30, 26--0.00%
FIRST HORIZON CORP32Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC30Jun 30, 26--0.00%
Abound Wealth Management28Jun 30, 26--0.00%
SIMS INVESTMENT MANAGEMENT, LLC27Jun 30, 26+270.00%
COMPASS FINANCIAL MANAGEMENT LLC22Jun 30, 26+220.00%
BLUELINE ADVISORS LLC22Jun 30, 26--0.00%
PFS Partners, LLC17Jun 30, 26--0.00%
PROSPERITY BANCSHARES INC14Jun 30, 26+140.00%
Buck Wealth Strategies, LLC6Jun 30, 26+60.00%
Kilter Group LLC6Jun 30, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.4Jun 30, 26+40.00%
ALERUS FINANCIAL NA4Jun 30, 26--0.00%
Spurstone Advisory Services, LLC3Jun 30, 26+30.00%
Napier Financial, LLC2Jun 30, 26+20.00%
Networth Advisors, LLC2Jun 30, 26--0.00%
Russell Investments Group, Ltd.1Jun 30, 26-1520.00%
EPG Wealth Management LLC--Jun 30, 26-638--
Oak Asset Management, LLC--Jun 30, 26-2.22K--
CreativeOne Wealth, LLC--Jun 30, 26-2.83K--
Elevation Capital Advisory, LLC--Jun 30, 26-13.43K--
Global Trust Asset Management, LLC--Jun 30, 26-750--
Hudson Oak Wealth Advisory LLC--Jun 30, 26-2.41K--
GTS SECURITIES LLC--Jun 30, 26-2.83K--
Independent Advisor Alliance--Jun 30, 26-41.95K--
Apeiron RIA LLC--Jun 30, 26-2.98K--
Mount Yale Investment Advisors, LLC--Jun 30, 26-2.26K--
RENAISSANCE TECHNOLOGIES LLC--Jun 30, 26-4.10K--
Root Financial Partners, LLC--Jun 30, 26-1.41K--
Johnson Financial Group, Inc.--Jun 30, 26-13--
BCU Wealth Advisors, LLC--Jun 30, 26-2.33K--
OLD MISSION CAPITAL LLC--Jun 30, 26-13.56K--
Qube Research & Technologies Ltd--Jun 30, 26-8.49K--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-3.63K--
Meridian Financial, LLC--Jun 30, 26-2.57K--
SEGALL BRYANT & HAMILL, LLC--Jun 30, 26-5.10K--
Y-Intercept (Hong Kong) Ltd--Jun 30, 26-4.29K--
MONTAG A & ASSOCIATES INC--Jun 30, 26-91--
Wright Fund Management, LLC--Jun 30, 26-99.75K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-14.38K--
Tower Research Capital LLC (TRC)--Jun 30, 26-13--
Richmond Investment Services, LLC--Jun 30, 26-2.71K--
Reyes Financial Architecture, Inc.--Jun 30, 26-1.09K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-6--
Quadrature Capital Ltd--Jun 30, 26-42.12K--
EVERMAY WEALTH MANAGEMENT LLC--Jun 30, 26-324--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-11.83K--
Measured Wealth Private Client Group, LLC--Jun 30, 26-244--
Bravias Capital Group, LLC--Jun 30, 26-2.19K--
PCA Investment Advisory Services Inc.--Jun 30, 26-12.21K--
D. E. Shaw & Co., Inc.--Jun 30, 26-2.90K--
Financial Management Professionals, Inc.--Jun 30, 26-1.16K--
BESSEMER GROUP INC--Jun 30, 26-2.72K--
EXCEL SECURITIES & ASSOCIATES, INC.--Jun 30, 26-5.83K--
Sound Income Strategies, LLC--Jun 30, 26-20--
WESTWOOD HOLDINGS GROUP INC--Jun 30, 26-2.72K--
Fountainhead AM, LLC--Jun 30, 26-33--
BlueStem Wealth Partners, LLC--Jun 30, 26-39.72K--
WFA of San Diego, LLC--Jun 30, 26-1.21K--
Cassaday & Co Wealth Management LLC--Jun 30, 26-68--
Murphy & Mullick Capital Management Corp--Jun 30, 26-7--
Fisher Asset Management, LLC--Jun 30, 26-4.40K--
Ackerman Capital Advisors, LLC--Jun 30, 26-2.20K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-2.77K--
Ameritas Advisory Services, LLC--Jun 30, 26-6.15K--
BNP PARIBAS ARBITRAGE, SNC--Jun 30, 26-81--
CWM, LLC42.29KMar 31, 26-11.28K0.08%
EXENCIAL WEALTH ADVISORS, LLC3.69KMar 31, 26+1780.01%
Sunbelt Securities, Inc.3.08KMar 31, 26-520.01%
Jackson Hole Capital Partners, LLC12Mar 31, 26--0.00%
COMERICA BANK108.92KDec 31, 25+1.60K0.20%
Yeomans Consulting Group, Inc.82.53KDec 31, 25+1.37K0.15%
VANGUARD GROUP INC3.47KDec 31, 25+3580.01%
CIBC Private Wealth Group, LLC1.60KDec 31, 25-690.00%
Running Point Capital Advisors, LLC849Dec 31, 25+20.00%
Blue Barn Wealth, LLC--Dec 31, 25-6.08K--
GPS Wealth Strategies Group, LLC--Dec 31, 25-873--
Burt Wealth Advisors276.52KSep 30, 25-2.63K0.50%
Glenmede Investment Management, LP67.37KSep 30, 25-4.02K0.12%
Kathleen S. Wright Associates Inc.18.30KSep 30, 25-1320.03%
SYNOVUS FINANCIAL CORP2.93KSep 30, 25+2070.01%
Sagard Holdings Management Inc.1.05KSep 30, 25--0.00%
Accredited Wealth Management, LLC482Sep 30, 25+4290.00%
Binnacle Investments Inc35Sep 30, 25+60.00%
AVANTAX ADVISORY SERVICES, INC.119.05KJun 30, 25-1.45K0.22%
Congress Wealth Management LLC / DE /53.17KJun 30, 25-1.63K0.10%
Martin Worley Group29.80KJun 30, 25+3.84K0.05%
Atria Wealth Solutions, Inc.7.74KJun 30, 25-46.24K0.01%
DOHJ, LLC7.00KJun 30, 25-1170.01%
Summit X, LLC3.04KJun 30, 25+390.01%
PrairieView Partners, LLC205Jun 30, 25--0.00%
Iron Horse Wealth Management, LLC27Jun 30, 25+120.00%
Capital A Wealth Management, LLC16Jun 30, 25+160.00%
Legacy Investment Solutions, LLC6Jun 30, 25+60.00%
Monterey Private Wealth, Inc.27.07KMar 31, 25--0.05%
GRAYHAWK INVESTMENT STRATEGIES INC.3.71KMar 31, 25-3350.01%
Sandy Spring Bank580Mar 31, 25+2880.00%
Lindbrook Capital, LLC33Mar 31, 25+330.00%
Bison Wealth, LLC6.89KDec 31, 24+420.01%
Householder Group Estate & Retirement Specialist, LLC88Dec 31, 24-500.00%
Kiely Wealth Advisory Group, Inc.75Dec 31, 24--0.00%
WR Wealth Planners, LLC29Dec 31, 24+290.00%
AlphaMark Advisors, LLC20Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.308.11KSep 30, 24-12.68K0.56%
RAYMOND JAMES & ASSOCIATES114.83KSep 30, 24-6.20K0.21%
RAYMOND JAMES TRUST N.A.12.44KSep 30, 24+9870.02%
ETFIDEA, LLC4.58KSep 30, 24--0.01%
Brophy Wealth Management, LLC3.02KSep 30, 24+3.02K0.01%
First Trust Direct Indexing L.P.2.99KSep 30, 24-20.01%
Halpern Financial, Inc.400Sep 30, 24-2000.00%
Family Asset Management, LLC44Sep 30, 24--0.00%
BlackRock Inc.4.57MJun 30, 24+8.60K8.35%
JANICZEK WEALTH MANAGEMENT, LLC18.63KJun 30, 24-164.31K0.03%
BUCKINGHAM STRATEGIC WEALTH, LLC9.38KJun 30, 24-4.85K0.02%
Rain Capital Management, LLC375Jun 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.201Jun 30, 24+2010.00%
Cetera Advisors LLC101.09KMar 31, 24+8.07K0.18%
Cetera Advisor Networks LLC85.82KMar 31, 24-1.47K0.16%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC82.70KMar 31, 24-18.98K0.15%
Retirement Group, LLC4.51KMar 31, 24-5350.01%
WADE G W & INC16.56KDec 31, 23+5.21K0.03%
Resource Planning Group15.88KDec 31, 23+15.88K0.03%
DFPG INVESTMENTS, LLC12.18KDec 31, 23-660.02%
Traverso Chambers Private Wealth Management, LLC5.80KDec 31, 23--0.01%
FOCUS FINANCIAL NETWORK INC /ADV5.46KDec 31, 23+5.46K0.01%
DB Wealth Management Group, LLC828Dec 31, 23+100.00%
Polaris Wealth Advisory Group, LLC61.08KSep 30, 23+61.08K0.11%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.53.32KSep 30, 23+710.10%
COMERICA SECURITIES,INC.23.93KSep 30, 23-8320.04%
Steward Financial Group LLC13.06KSep 30, 23+13.06K0.02%
Sutton Wealth Advisors Inc.3Sep 30, 23+30.00%
PFS INVESTMENTS INC.325.35KJun 30, 23+16.56K0.59%
HERON FINANCIAL GROUP, LLC127.46KJun 30, 23-7.28K0.23%
Financial Architects, Inc52.74KJun 30, 23-6.53K0.10%
BDO Wealth Advisors, LLC50.02KJun 30, 23+2780.09%
First Capital Advisors Group, LLC.746Jun 30, 23+7460.00%
Lumature Wealth Partners, LLC575Jun 30, 23--0.00%
Kistler-Tiffany Companies, LLC25Jun 30, 23+250.00%
Kalos Management, Inc.--Jun 30, 23-355--
Ten Capital Wealth Advisors, LLC--Jun 30, 23-41--
Southern Wealth Management, LLP40.92KMar 31, 23+1020.07%
Sanford Advisory Services, LLC58.25KDec 31, 22-26.48K0.11%
TRUSTCORE FINANCIAL SERVICES, LLC39.50KDec 31, 22-2.57K0.07%
RESOLUTE FINANCIAL, LLC3.53KDec 31, 22+3.53K0.01%
Cribstone Capital Management, LLC275Dec 31, 22--0.00%
Sargent Bickham Lagudis LLC150Dec 31, 22--0.00%
Tillar-Wenstrup Advisors, LLC--Dec 31, 22-41.55K--
Lehman & Derafelo Financial Resources LLC--Dec 31, 22-1.38K--
Hightower 6M Holding, LLC83.46KSep 30, 22+2.98K0.15%
American Portfolios Advisors29.89KSep 30, 22-2.11K0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC23.78KSep 30, 22-7.33K0.04%
ROOSEVELT INVESTMENT GROUP LLC4.99KSep 30, 22--0.01%
EATON VANCE MANAGEMENT4.46KSep 30, 22-2340.01%
KARLINSKI ANDREW C700Sep 30, 22--0.00%
MUFG Americas Holdings Corp576Sep 30, 22--0.00%
Strategic Asset Management, LLC214Sep 30, 22+10.00%
ACG Wealth--Sep 30, 22-2.26K--
HYA Advisors, Inc33.96KJun 30, 22-2.98K0.06%
Pinnacle Private Wealth, LLC10.50KJun 30, 22+1250.02%
Titus Wealth Management8.10KJun 30, 22--0.01%
BT Wealth Management LLC3.71KJun 30, 22--0.01%
Cordasco Financial Network1.68KJun 30, 22--0.00%
Private Capital Group, LLC313Jun 30, 22--0.00%
BIVIN & ASSOCIATES, INC.150Jun 30, 22--0.00%
Fieldpoint Private Securities, LLC16Jun 30, 22-180.00%
Personal Wealth Partners208.24KMar 31, 22-8460.38%
CAPITAL ONE FINANCIAL CORP87.69KMar 31, 22-406.73K0.16%
Karn, Couzens & Associates, Inc.17.21KMar 31, 22-3030.03%
Ferris Capital, LLC12.10KMar 31, 22--0.02%
Livingston Group Asset Management CO (operating as Southport Capital Management)4.13KMar 31, 22-16.72K0.01%
VIRIDIAN RIA, LLC--Mar 31, 22-4.80K--
MIRSKY FINANCIAL MANAGEMENT CORP.118.62KDec 31, 21+4.64K0.22%
6 Meridian70.94KDec 31, 21+1.94K0.13%
QUEST CAPITAL MANAGEMENT INC /ADV58.97KDec 31, 21+32.93K0.11%
Mosaic Family Wealth, LLC17.79KDec 31, 21+1.59K0.03%
NEXT Financial Group, Inc7.74KDec 31, 21-1.14K0.01%
Carroll Financial Associates, Inc.2.60KDec 31, 21+2920.00%
Truehand, Inc609Dec 31, 21--0.00%
Crescent Capital Consulting, LLC126Dec 31, 21--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV58.77KSep 30, 21-1.42K0.11%
Brouwer & Janachowski, LLC13.56KSep 30, 21-5220.02%
Homrich & Berg10.60KSep 30, 21-1.36K0.02%
Ameritas Investment Company, LLC7.22KSep 30, 21+3.86K0.01%
Covenant Multifamily Offices, LLC2.70KSep 30, 21--0.00%
Sonora Investment Management, LLC189Sep 30, 21--0.00%
LEVEL FOUR FINANCIAL, LLC--Sep 30, 21-2.95K--
FIRST MERCANTILE TRUST CO--Sep 30, 21-141--
QS Investors, LLC376.96KJun 30, 21+76.65K0.69%
Nachman Norwood & Parrott, Inc156.61KJun 30, 21-64.95K0.29%
Novak Financial Planning, LLC31.51KJun 30, 21-1.25K0.06%
Hoover Financial Advisors, Inc.10.91KJun 30, 21--0.02%
OAKWOOD CAPITAL MANAGEMENT LLC/CA5.88KJun 30, 21--0.01%
NORTH AMERICAN MANAGEMENT CORP378.81KMar 31, 21+5.11K0.69%
Stewardship Financial Advisors, LLC94.39KMar 31, 21-8.19K0.17%
OLD MISSION CAPITAL, LLC53.57KDec 31, 20+53.57K0.10%
SVA Wealth Management, LLC33.03KDec 31, 20-35.10K0.06%
Winslow, Evans & Crocker, Inc.2.39KDec 31, 20+1.99K0.00%
Reby Advisors, LLC530Dec 31, 20+5300.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV86Dec 31, 20--0.00%
SHINE INVESTMENT ADVISORY SERVICES INC414.72KSep 30, 20+45.38K0.76%
First Allied Advisory Services, Inc.31.44KSep 30, 20+1.84K0.06%
Watson Rebecca30.44KSep 30, 20-3.15K0.06%
Partnervest Advisory Services LLC22.32KSep 30, 20-1.71K0.04%
Secrest Blakey & Associates, LLC7.91KSep 30, 20--0.01%
Wellesley Investment Partners, LLC4.91KSep 30, 20-470.01%
Price Wealth, LLC--Sep 30, 20-1.30K--
Starfire Investment Advisers, Inc.74.25KJun 30, 20+1.73K0.14%
BRINKER CAPITAL INC21.19KJun 30, 20+2.87K0.04%
NewDay Solutions, LLC6.10KJun 30, 20-9.80K0.01%
PagnatoKarp Partners LLC21.26KMar 31, 20+6970.04%
BOYS ARNOLD & CO INC18.29KMar 31, 20-1370.03%
Advisor Group, Inc.906.31KDec 31, 19+80.07K1.66%
LADENBURG THALMANN FINANCIAL SERVICES INC.735.38KDec 31, 19+37.72K1.34%
CXI Advisors138.24KDec 31, 19+138.24K0.25%
CAPITAL ONE, NATIONAL ASSOCIATION101.82KDec 31, 19+101.82K0.19%
MADISON INVESTMENT HOLDINGS INC1.22MSep 30, 19+176.99K2.23%
BB&T SECURITIES, LLC398.89KSep 30, 19+70.67K0.73%
SUNTRUST BANKS INC257.01KSep 30, 19+12.18K0.47%
MADRONA FUNDS, LLC29.83KSep 30, 19+29.83K0.05%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV21.53KSep 30, 19+3.05K0.04%
BIEGEL & WALLER LLC19.03KSep 30, 19+4710.03%
Capital One Investing, Inc.12.83KSep 30, 19+12.83K0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC1.73KSep 30, 19+1.73K0.00%
MRA Associates USA LLC--Sep 30, 19-679--
Planning Solutions Group LLC79.70KJun 30, 19-1.39K0.15%
HL FINANCIAL SERVICES LLC97.12KMar 31, 19+6.71K0.18%
Steinberg Global Asset Management48.37KMar 31, 19-1.21K0.09%
NEXT Financial Holdings1.43KMar 31, 19+1.43K0.00%
TRUST DEPARTMENT MB FINANCIAL BANK N A150Mar 31, 19--0.00%
COMERICA SECURITIES INC57.68KDec 31, 18+5.84K0.11%
Clarfeld Financial Advisors, LLC8.38KDec 31, 18+8.38K0.02%
WealthTrust-Arizona, LLC1.84KDec 31, 18-2840.00%
BREMER TRUST NATIONAL ASSOCIATION353Dec 31, 18+3530.00%
Edelman Financial Services, LLC--Dec 31, 18-772.27K--
CUE ADVISORY SERVICES, INC.20.61KSep 30, 18--0.04%
Vestpro Financial Partners, Inc. dba CPF Texas6.25KSep 30, 18+2580.01%
Vantage Investment Advisors, LLC6.04KSep 30, 18-3540.01%
Windhaven Investment Management, Inc.2.16MMar 31, 18+5.82K3.95%
IFC Holdings Incorporated/FL110.48KDec 31, 17-5.21K0.20%
AURORA FINANCIAL ADVISORS, LLC8.86KDec 31, 17+8.86K0.02%
WealthShield, LLC3.23KDec 31, 17+3.23K0.01%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-83.99K--
SII INVESTMENTS INC/WI--Dec 31, 17-11.49K--
NATIONAL PLANNING CORP--Dec 31, 17-41.17K--
Commonwealth Equity Services, Inc789.43KJun 30, 17+59.85K1.44%
Kissinger Financial Services LLC52.91KJun 30, 17+4.83K0.10%
iAB Financial Bank19.83KJun 30, 17+2000.04%
CETERA INVESTMENT MANAGEMENT LLC7.34KJun 30, 17+2.00K0.01%
Virtu KCG Holdings LLC3.36KJun 30, 17+3.36K0.01%
WFG Advisors, LP2.99KJun 30, 17+1.70K0.01%
BEACON TRUST CO31.93KMar 31, 17-4.16K0.06%
LBA Wealth Management, LLC1.96KMar 31, 17+4770.00%
BlackRock Investment Management, LLC505.68KDec 31, 16+97.64K0.92%
BlackRock Group LTD441.61KDec 31, 16--0.81%
BlackRock Institutional Trust Company, N.A.380.27KDec 31, 16-4.04M0.69%
MSI Financial Services Inc351.15KDec 31, 16-53.70K0.64%
BLACKROCK ADVISORS LLC345.98KDec 31, 16+345.98K0.63%
BlackRock Fund Advisors307.71KDec 31, 16+70.86K0.56%
HIGH POINT BANK & TRUST CO62.69KDec 31, 16-78.67K0.11%
Stanford Investment Group, Inc.3.00KDec 31, 16--0.01%
INTEGRATED WEALTH COUNSEL, LLC53Dec 31, 16--0.00%
KANALY TRUST CO--Dec 31, 16-4.46K--
Argentus Capital Management, LLC--Dec 31, 16-15.66K--
ITS Asset Management, L.P.112.96KSep 30, 16-107.04K0.21%
EDMOND DE ROTHSCHILD (SUISSE) S.A.1.69KSep 30, 16-2300.00%
WESTPORT RESOURCES MANAGEMENT INC--Sep 30, 16-468--
VSR Financial Services, Inc.63.62KJun 30, 16+9360.12%
Investors Capital Advisory Services50.01KJun 30, 16+2.00K0.09%
Counsel Portfolio Services Inc.--Jun 30, 16-10.82K--
Hoxton Financial, Inc.5.00KMar 31, 16--0.01%
Gupta Wealth Management LLC--Mar 31, 16-100--
Pinnacle Summer Investments, Inc.30.75KDec 31, 15+3.63K0.06%
J.P. Turner & Co Capital Mnagement, LLC21.08KSep 30, 15+21.08K0.04%
Aris Wealth Services, Inc.4.70KSep 30, 15+7350.01%
MANAGED ACCOUNT ADVISORS LLC150.55KJun 30, 15+70.17K0.27%
First Allied Asset Management, Inc.126.15KMar 31, 15-101.48K0.23%
STANCORP INVESTMENT ADVISERS INC1.17KMar 31, 15+1.17K0.00%
Placemark Investments, Inc.12.51KDec 31, 14+12.51K0.02%
NEW ENGLAND SECURITIES CORP /MA/878Dec 31, 14-5900.00%
UBS AG382.64KSep 30, 14+25.98K0.70%
COMMUNITY BANK SYSTEM, INC.54.90KSep 30, 14+6.35K0.10%
KMS FINANCIAL SERVICES, INC4.87KJun 30, 14-11.38K0.01%
Strategic Capital Group LLC328Jun 30, 14-1770.00%
Jane Street Holding, LLC--Dec 31, 13-60.11K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.