EMLP(EMLP)
EMLP
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 18.07M | Jun 30, 26 | -88.86K | 19.57% |
| Capital Investment Advisors, LLC | 4.35M | Jun 30, 26 | +73.31K | 4.71% |
| Cresset Asset Management, LLC | 3.01M | Jun 30, 26 | +201.92K | 3.26% |
| Cartesian Growth Corp | 2.81M | Jun 30, 26 | +7.08K | 3.05% |
| LPL Financial LLC | 2.72M | Jun 30, 26 | +102.64K | 2.95% |
| BANK OF AMERICA CORP /DE/ | 2.55M | Jun 30, 26 | +167.59K | 2.76% |
| Glenview Trust Co | 2.46M | Jun 30, 26 | -10.28K | 2.67% |
| WELLS FARGO & COMPANY/MN | 2.40M | Jun 30, 26 | +541 | 2.60% |
| Wealthspire Advisors, LLC | 2.08M | Jun 30, 26 | +29.83K | 2.25% |
| ARGI Investment Services, LLC | 1.63M | Jun 30, 26 | -202.49K | 1.77% |
| ROYAL BANK OF CANADA | 1.41M | Jun 30, 26 | +1.69K | 1.53% |
| UBS Group AG | 1.36M | Jun 30, 26 | +32.37K | 1.47% |
| Rockefeller Capital Management L.P. | 1.02M | Jun 30, 26 | +125.11K | 1.11% |
| GLENMEDE TRUST CO NA | 1.02M | Jun 30, 26 | -65.07K | 1.10% |
| WELCH & FORBES LLC | 937.53K | Jun 30, 26 | -58.47K | 1.02% |
| ALTFEST L J & CO INC | 933.49K | Jun 30, 26 | -25.35K | 1.01% |
| RAYMOND JAMES FINANCIAL INC | 929.83K | Jun 30, 26 | +61.10K | 1.01% |
| Disciplina Capital Management LLC | 917.92K | Jun 30, 26 | +59.79K | 0.99% |
| COMMONWEALTH EQUITY SERVICES, LLC | 908.94K | Jun 30, 26 | +37.13K | 0.98% |
| Mariner, LLC | 763.56K | Jun 30, 26 | -12.34K | 0.83% |
| Lee Financial Co | 693.57K | Jun 30, 26 | +5.21K | 0.75% |
| Modern Wealth Management, LLC | 509.42K | Jun 30, 26 | -11.45K | 0.55% |
| Barry Investment Advisors, LLC | 502.34K | Jun 30, 26 | +27.99K | 0.54% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 493.56K | Jun 30, 26 | +93.84K | 0.53% |
| Vernal Point Advisors, LLC | 356.14K | Jun 30, 26 | +58.48K | 0.39% |
| Cetera Investment Advisers | 340.16K | Jun 30, 26 | -105.32K | 0.37% |
| New England Private Wealth Advisors LLC | 311.61K | Jun 30, 26 | -7.47K | 0.34% |
| Arkos Global Advisors | 299.06K | Jun 30, 26 | +5.31K | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 296.50K | Jun 30, 26 | -46.64K | 0.32% |
| JPMORGAN CHASE & CO | 280.15K | Jun 30, 26 | +7.12K | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 272.06K | Jun 30, 26 | +9.51K | 0.29% |
| AMERIPRISE FINANCIAL INC | 271.05K | Jun 30, 26 | +4.57K | 0.29% |
| Cambridge Investment Research Advisors, Inc. | 258.94K | Jun 30, 26 | -16.53K | 0.28% |
| Beacon Pointe Advisors, LLC | 254.06K | Jun 30, 26 | +34.52K | 0.28% |
| STIFEL FINANCIAL CORP | 245.14K | Jun 30, 26 | -8.89K | 0.27% |
| Kestra Advisory Services, LLC | 229.10K | Jun 30, 26 | +3.66K | 0.25% |
| PARK NATIONAL CORP /OH/ | 217.99K | Jun 30, 26 | +5.93K | 0.24% |
| Private Advisor Group, LLC | 215.21K | Jun 30, 26 | +58 | 0.23% |
| Nvest Wealth Strategies, Inc. | 211.07K | Jun 30, 26 | +6.50K | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 201.05K | Jun 30, 26 | +42.87K | 0.22% |
| Pinnacle Wealth Planning Services, Inc. | 197.60K | Jun 30, 26 | +3.03K | 0.21% |
| Crusonia Wealth Advisors LLC | 197.29K | Jun 30, 26 | -737 | 0.21% |
| Ashton Thomas Private Wealth, LLC | 196.22K | Jun 30, 26 | -1.79K | 0.21% |
| UMB Bank, n.a. | 195.47K | Jun 30, 26 | -8.36K | 0.21% |
| New Republic Capital, LLC | 176.69K | Jun 30, 26 | +15.07K | 0.19% |
| CERTUITY, LLC | 170.35K | Jun 30, 26 | +20.51K | 0.18% |
| Focus Financial Network, Inc. | 166.61K | Jun 30, 26 | +38.59K | 0.18% |
| MML INVESTORS SERVICES, LLC | 164.25K | Jun 30, 26 | +10.90K | 0.18% |
| IHT Wealth Management, LLC | 163.25K | Jun 30, 26 | +1.65K | 0.18% |
| HighTower Advisors, LLC | 162.99K | Jun 30, 26 | -4.87K | 0.18% |
| FIFTH THIRD BANCORP | 161.99K | Jun 30, 26 | +2.65K | 0.18% |
| DIMENSION CAPITAL MANAGEMENT LLC | 160.70K | Jun 30, 26 | +153.82K | 0.17% |
| Hobart Private Capital, LLC | 153.87K | Jun 30, 26 | +2.94K | 0.17% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 147.36K | Jun 30, 26 | -17.98K | 0.16% |
| CAPTRUST FINANCIAL ADVISORS | 135.84K | Jun 30, 26 | -10.62K | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 131.18K | Jun 30, 26 | +51.72K | 0.14% |
| Qube Research & Technologies Ltd | 129.00K | Jun 30, 26 | +54.76K | 0.14% |
| APPLETON PARTNERS INC/MA | 128.72K | Jun 30, 26 | -31 | 0.14% |
| GenTrust, LLC | 124.27K | Jun 30, 26 | -- | 0.13% |
| HBW Advisory Services LLC | 121.93K | Jun 30, 26 | +2.78K | 0.13% |
| Prime Capital Investment Advisors, LLC | 120.78K | Jun 30, 26 | -4.45K | 0.13% |
| FLAGSTAR ADVISORS INC. | 113.85K | Jun 30, 26 | +3.18K | 0.12% |
| Chicago Partners Investment Group LLC | 107.17K | Jun 30, 26 | +1.21K | 0.12% |
| D.A. DAVIDSON & CO. | 107.10K | Jun 30, 26 | +1.86K | 0.12% |
| BEACON FINANCIAL GROUP | 106.89K | Jun 30, 26 | -3.16K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 105.89K | Jun 30, 26 | +12.16K | 0.11% |
| CI Private Wealth, LLC | 101.80K | Jun 30, 26 | -- | 0.11% |
| DAYMARK WEALTH PARTNERS, LLC | 100.36K | Jun 30, 26 | +3.05K | 0.11% |
| Janney Montgomery Scott LLC | 98.27K | Jun 30, 26 | -5.65K | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 95.04K | Jun 30, 26 | +669 | 0.10% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 93.48K | Jun 30, 26 | +19.98K | 0.10% |
| Mutual Advisors, LLC | 93.20K | Jun 30, 26 | +5.46K | 0.10% |
| Proactive Wealth Strategies LLC | 91.20K | Jun 30, 26 | -177 | 0.10% |
| Atlantic Union Bankshares Corp | 91.08K | Jun 30, 26 | -1.78K | 0.10% |
| ARQ WEALTH ADVISORS, LLC | 88.36K | Jun 30, 26 | +8.68K | 0.10% |
| Snowden Capital Advisors LLC | 87.28K | Jun 30, 26 | -153 | 0.09% |
| BENJAMIN EDWARDS INC | 82.42K | Jun 30, 26 | -8.47K | 0.09% |
| Keystone Financial Group, Inc. | 82.31K | Jun 30, 26 | +640 | 0.09% |
| Baird Financial Group, Inc. | 81.92K | Jun 30, 26 | -164 | 0.09% |
| Prosperity Consulting Group, LLC | 80.81K | Jun 30, 26 | +3.15K | 0.09% |
| Sanctuary Advisors, LLC | 80.51K | Jun 30, 26 | +216 | 0.09% |
| HARBOUR INVESTMENTS, INC. | 77.61K | Jun 30, 26 | +8.09K | 0.08% |
| Summit Trail Advisors, LLC | 77.55K | Jun 30, 26 | -519 | 0.08% |
| Continuum Advisory, LLC | 77.19K | Jun 30, 26 | +4.00K | 0.08% |
| Landmark Wealth Management, LLC | 76.74K | Jun 30, 26 | +4.90K | 0.08% |
| Prospera Financial Services Inc | 75.54K | Jun 30, 26 | +1.49K | 0.08% |
| Crumly & Associates Inc. | 72.84K | Jun 30, 26 | -- | 0.08% |
| XCELSIOR ADVISOR PARTNERS LLC | 72.03K | Jun 30, 26 | +72.03K | 0.08% |
| TRUE BLUE FINANCIAL, LLC | 70.94K | Jun 30, 26 | +11.40K | 0.08% |
| Windsor Advisory Group, LLC | 67.79K | Jun 30, 26 | -- | 0.07% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 64.19K | Jun 30, 26 | -5.69K | 0.07% |
| Savant Capital, LLC | 62.98K | Jun 30, 26 | -- | 0.07% |
| Glass Jacobson Investment Advisors llc | 61.51K | Jun 30, 26 | -304 | 0.07% |
| VestGen Advisors, LLC | 61.08K | Jun 30, 26 | +3.23K | 0.07% |
| Arkadios Wealth Advisors | 60.20K | Jun 30, 26 | -31.57K | 0.07% |
| BTG Pactual Asset Management US LLC | 58.37K | Jun 30, 26 | +919 | 0.06% |
| PCG Wealth Advisors, LLC | 57.96K | Jun 30, 26 | +1.35K | 0.06% |
| FOCUSED ALPHA, LLC | 55.50K | Jun 30, 26 | +4.92K | 0.06% |
| Equitable Holdings, Inc. | 53.74K | Jun 30, 26 | -35.95K | 0.06% |
| Auour Investments LLC | 53.28K | Jun 30, 26 | +190 | 0.06% |
| Kingsview Wealth Management, LLC | 52.59K | Jun 30, 26 | -43.44K | 0.06% |
| Waverly Advisors, LLC | 51.29K | Jun 30, 26 | +1.22K | 0.06% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 49.26K | Jun 30, 26 | +49.26K | 0.05% |
| PUFF WEALTH MANAGEMENT, LLC | 48.95K | Jun 30, 26 | +48.95K | 0.05% |
| NewEdge Advisors, LLC | 48.32K | Jun 30, 26 | -810 | 0.05% |
| Cambridge Advisors Inc. | 47.69K | Jun 30, 26 | -357 | 0.05% |
| Sigma Planning Corp | 46.57K | Jun 30, 26 | -665 | 0.05% |
| Encompass More Asset Management | 46.41K | Jun 30, 26 | +2.35K | 0.05% |
| Millstone Evans Group, LLC | 43.48K | Jun 30, 26 | -3.48K | 0.05% |
| Elevated Capital Advisors, LLC | 42.60K | Jun 30, 26 | -272 | 0.05% |
| HANCOCK WHITNEY CORP | 42.52K | Jun 30, 26 | -5.68K | 0.05% |
| Cornerstone Wealth Management, LLC | 41.62K | Jun 30, 26 | +879 | 0.05% |
| Walker Asset Management, LLC | 41.44K | Jun 30, 26 | -1.30K | 0.04% |
| Icon Wealth Advisors, LLC | 41.17K | Jun 30, 26 | +167 | 0.04% |
| Wagner Wealth Management, LLC | 40.65K | Jun 30, 26 | +1.43K | 0.04% |
| FAS Wealth Partners, Inc. | 40.52K | Jun 30, 26 | +6.55K | 0.04% |
| BlueChip Wealth Advisors LLC | 39.83K | Jun 30, 26 | -12.05K | 0.04% |
| Integrated Wealth Concepts LLC | 39.80K | Jun 30, 26 | +39.80K | 0.04% |
| MOTCO | 39.72K | Jun 30, 26 | -561 | 0.04% |
| LeClair Wealth Partners LLC | 38.08K | Jun 30, 26 | +38.08K | 0.04% |
| Concurrent Investment Advisors, LLC | 38.00K | Jun 30, 26 | +2.29K | 0.04% |
| Brinker Capital Investments, LLC | 36.78K | Jun 30, 26 | -39.89K | 0.04% |
| TRUIST FINANCIAL CORP | 33.33K | Jun 30, 26 | +2.19K | 0.04% |
| Bank of New York Mellon Corp | 33.24K | Jun 30, 26 | +1.98K | 0.04% |
| Steward Partners Investment Advisory, LLC | 32.97K | Jun 30, 26 | -233 | 0.04% |
| WealthCare Investment Partners, LLC | 32.53K | Jun 30, 26 | -673 | 0.04% |
| PARTNERS WEALTH MANAGEMENT, LLC | 31.82K | Jun 30, 26 | -100 | 0.03% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 31.39K | Jun 30, 26 | -224 | 0.03% |
| WCG Wealth Advisors LLC | 30.31K | Jun 30, 26 | +6.42K | 0.03% |
| Tandem Financial, LLC | 28.15K | Jun 30, 26 | -199 | 0.03% |
| Cherry Creek Investment Advisors, Inc. | 27.68K | Jun 30, 26 | +87 | 0.03% |
| Inscription Capital, LLC | 27.45K | Jun 30, 26 | -1.09K | 0.03% |
| Apella Capital, LLC | 27.08K | Jun 30, 26 | -51 | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 27.00K | Jun 30, 26 | +3.16K | 0.03% |
| 360 Financial, Inc. | 26.99K | Jun 30, 26 | -582 | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 26.11K | Jun 30, 26 | -1.76K | 0.03% |
| Aprio Wealth Management, LLC | 25.42K | Jun 30, 26 | +19 | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 25.30K | Jun 30, 26 | -2.18K | 0.03% |
| Worthington Financial Partners, LLC | 25.19K | Jun 30, 26 | +502 | 0.03% |
| Betterment LLC | 25.19K | Jun 30, 26 | -3.59K | 0.03% |
| Coppell Advisory Solutions LLC | 25.08K | Jun 30, 26 | +25.08K | 0.03% |
| Great Diamond Partners, LLC | 24.92K | Jun 30, 26 | -121 | 0.03% |
| G&S Capital LLC | 24.06K | Jun 30, 26 | +992 | 0.03% |
| Magnus Financial Group LLC | 23.64K | Jun 30, 26 | -39 | 0.03% |
| JANE STREET GROUP, LLC | 22.91K | Jun 30, 26 | -98.59K | 0.02% |
| American Institute for Advanced Investment Management, LLP | 22.89K | Jun 30, 26 | +17.00K | 0.02% |
| Wealth Watch Advisors, INC | 22.68K | Jun 30, 26 | +9.63K | 0.02% |
| TCFG Investment Advisors, LLC | 22.65K | Jun 30, 26 | -70 | 0.02% |
| Objective Capital Management, LLC | 22.65K | Jun 30, 26 | -262 | 0.02% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 22.58K | Jun 30, 26 | +9.79K | 0.02% |
| Arvest Bank Trust Division | 22.37K | Jun 30, 26 | -3.87K | 0.02% |
| Buckingham Strategic Partners | 22.32K | Jun 30, 26 | +1.96K | 0.02% |
| Capital Analysts, LLC | 22.03K | Jun 30, 26 | -136 | 0.02% |
| COZAD ASSET MANAGEMENT INC | 21.62K | Jun 30, 26 | +765 | 0.02% |
| TRED AVON FAMILY WEALTH, LLC | 21.18K | Jun 30, 26 | -- | 0.02% |
| First Heartland Consultants, Inc. | 21.08K | Jun 30, 26 | +932 | 0.02% |
| Wood Tarver Financial Group, LLC | 20.68K | Jun 30, 26 | +892 | 0.02% |
| Wagner Wealth Management, Corp | 20.68K | Jun 30, 26 | +1.13K | 0.02% |
| Next Capital Management LLC | 20.66K | Jun 30, 26 | +910 | 0.02% |
| Quad-Cities Investment Group, LLC | 20.50K | Jun 30, 26 | -3.12K | 0.02% |
| Stegent Equity Advisors, Inc. | 19.99K | Jun 30, 26 | -- | 0.02% |
| FourThought Financial Partners, LLC | 19.97K | Jun 30, 26 | -1.90K | 0.02% |
| BLAIR WILLIAM & CO/IL | 19.59K | Jun 30, 26 | +2.91K | 0.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 19.14K | Jun 30, 26 | +42 | 0.02% |
| Visionary Wealth Advisors | 18.82K | Jun 30, 26 | -342 | 0.02% |
| Keystone Financial Group | 18.59K | Jun 30, 26 | +49 | 0.02% |
| Rehmann Capital Advisory Group | 18.59K | Jun 30, 26 | +5.50K | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 18.20K | Jun 30, 26 | -230 | 0.02% |
| OPPENHEIMER & CO INC | 18.19K | Jun 30, 26 | +671 | 0.02% |
| STEPHENS INC /AR/ | 18.06K | Jun 30, 26 | +203 | 0.02% |
| SRS Capital Advisors, Inc. | 17.81K | Jun 30, 26 | +4.81K | 0.02% |
| Koshinski Asset Management, Inc. | 17.73K | Jun 30, 26 | +735 | 0.02% |
| Ancora Advisors, LLC | 17.55K | Jun 30, 26 | +4 | 0.02% |
| Kovack Advisors, Inc. | 17.48K | Jun 30, 26 | +28 | 0.02% |
| Asset One Wealth Management LLC | 17.34K | Jun 30, 26 | +1.03K | 0.02% |
| KRAEMATON INVESTMENT ADVISORS, INC | 17.03K | Jun 30, 26 | -931 | 0.02% |
| Aptus Capital Advisors, LLC | 16.52K | Jun 30, 26 | +9.93K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.39K | Jun 30, 26 | +2.31K | 0.02% |
| Meridian Wealth Advisors, LLC | 16.31K | Jun 30, 26 | +116 | 0.02% |
| CreativeOne Wealth, LLC | 15.98K | Jun 30, 26 | +661 | 0.02% |
| Farther Finance Advisors, LLC | 15.89K | Jun 30, 26 | -161 | 0.02% |
| Colony Group, LLC | 15.73K | Jun 30, 26 | +62 | 0.02% |
| Western Wealth Management, LLC | 15.66K | Jun 30, 26 | +136 | 0.02% |
| Global Retirement Partners, LLC | 15.33K | Jun 30, 26 | +15.33K | 0.02% |
| Peak Planning Group, LLC | 15.32K | Jun 30, 26 | +29 | 0.02% |
| MCF Advisors LLC | 15.24K | Jun 30, 26 | -2.06K | 0.02% |
| SHEETS SMITH WEALTH MANAGEMENT | 15.21K | Jun 30, 26 | +956 | 0.02% |
| FIRST TRUST ADVISORS LP | 14.96K | Jun 30, 26 | +848 | 0.02% |
| Colorado Capital Management, Inc. | 14.93K | Jun 30, 26 | -1.87K | 0.02% |
| Regal Investment Advisors LLC | 14.88K | Jun 30, 26 | -- | 0.02% |
| Aspen Investment Management Inc | 14.67K | Jun 30, 26 | -- | 0.02% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 14.46K | Jun 30, 26 | -610 | 0.02% |
| WEALTH EFFECTS LLC | 14.20K | Jun 30, 26 | +5 | 0.02% |
| Texas Capital Bank Wealth Management Services Inc | 14.03K | Jun 30, 26 | -- | 0.02% |
| Investor's Fiduciary Advisor Network, LLC | 13.54K | Jun 30, 26 | -224 | 0.01% |
| Americana Partners, LLC | 13.47K | Jun 30, 26 | -6.36K | 0.01% |
| BEAM WEALTH ADVISORS, INC. | 13.37K | Jun 30, 26 | +670 | 0.01% |
| Main Street Financial Solutions, LLC | 13.28K | Jun 30, 26 | -824 | 0.01% |
| Beaumont Financial Advisors, LLC | 13.13K | Jun 30, 26 | +2 | 0.01% |
| Wedmont Private Capital | 12.74K | Jun 30, 26 | +90 | 0.01% |
| PKS Advisory Services, LLC | 12.66K | Jun 30, 26 | +92 | 0.01% |
| Prosperity Financial Group, Inc. | 12.51K | Jun 30, 26 | +96 | 0.01% |
| Pathstone Holdings, LLC | 12.50K | Jun 30, 26 | -- | 0.01% |
| CASCADE INVESTMENT GROUP, INC. | 12.48K | Jun 30, 26 | +680 | 0.01% |
| 10Elms LLP | 12.34K | Jun 30, 26 | +600 | 0.01% |
| Stratos Wealth Advisors, LLC | 12.33K | Jun 30, 26 | +34 | 0.01% |
| BROWN ADVISORY INC | 12.09K | Jun 30, 26 | +57 | 0.01% |
| Sovran Advisors, LLC | 11.93K | Jun 30, 26 | -1.80K | 0.01% |
| Atomi Financial Group, Inc. | 11.88K | Jun 30, 26 | +736 | 0.01% |
| Ameritas Advisory Services, LLC | 11.71K | Jun 30, 26 | +5.71K | 0.01% |
| Moors & Cabot, Inc. | 11.69K | Jun 30, 26 | -1.52K | 0.01% |
| Castle Rock Wealth Management, LLC | 11.58K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 11.46K | Jun 30, 26 | -932 | 0.01% |
| Retirement Planning Group | 11.44K | Jun 30, 26 | +1 | 0.01% |
| Creative Planning | 11.31K | Jun 30, 26 | +1.32K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11.05K | Jun 30, 26 | +2.64K | 0.01% |
| ProVise Management Group, LLC | 10.64K | Jun 30, 26 | -- | 0.01% |
| Nova Wealth Management, Inc. | 10.60K | Jun 30, 26 | -406 | 0.01% |
| Lido Advisors, LLC | 10.54K | Jun 30, 26 | -4.99K | 0.01% |
| MTM Investment Management, LLC | 10.48K | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 10.30K | Jun 30, 26 | +10.30K | 0.01% |
| DHJJ Financial Advisors, Ltd. | 9.90K | Jun 30, 26 | -15 | 0.01% |
| Allworth Financial LP | 9.87K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 9.77K | Jun 30, 26 | -- | 0.01% |
| HOWARD FINANCIAL SERVICES, LTD. | 9.76K | Jun 30, 26 | +69 | 0.01% |
| Soltis Investment Advisors LLC | 9.76K | Jun 30, 26 | +2 | 0.01% |
| BANK OF MONTREAL /CAN/ | 9.75K | Jun 30, 26 | -4.51K | 0.01% |
| Allen Capital Group, LLC | 9.73K | Jun 30, 26 | +4.22K | 0.01% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 9.58K | Jun 30, 26 | -94 | 0.01% |
| Ballew Advisors, Inc | 9.48K | Jun 30, 26 | -975 | 0.01% |
| RPg Family Wealth Advisory, LLC | 9.22K | Jun 30, 26 | -194 | 0.01% |
| Van Diest Capital, LLC | 8.88K | Jun 30, 26 | +8.88K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 8.87K | Jun 30, 26 | -457 | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 8.86K | Jun 30, 26 | -- | 0.01% |
| SeaCrest Wealth Management, LLC | 8.79K | Jun 30, 26 | +837 | 0.01% |
| MGO ONE SEVEN LLC | 8.60K | Jun 30, 26 | +8.60K | 0.01% |
| WEDBUSH SECURITIES INC | 8.50K | Jun 30, 26 | +1.20K | 0.01% |
| RMB Capital Management, LLC | 8.32K | Jun 30, 26 | -397 | 0.01% |
| Risk Paradigm Group, LLC | 8.05K | Jun 30, 26 | -196 | 0.01% |
| Stratos Wealth Partners, LTD. | 7.98K | Jun 30, 26 | +20 | 0.01% |
| NORTHERN TRUST CORP | 7.96K | Jun 30, 26 | +2.12K | 0.01% |
| Apollon Wealth Management, LLC | 7.91K | Jun 30, 26 | -155 | 0.01% |
| Gateway Wealth Partners, LLC | 7.90K | Jun 30, 26 | -39.60K | 0.01% |
| CHOREO, LLC | 7.79K | Jun 30, 26 | -1.80K | 0.01% |
| Intrua Financial, LLC | 7.73K | Jun 30, 26 | -509 | 0.01% |
| National Wealth Management Group, LLC | 7.70K | Jun 30, 26 | -172 | 0.01% |
| Essex Financial Services, Inc. | 7.34K | Jun 30, 26 | -59 | 0.01% |
| Miracle Mile Advisors, LLC | 7.32K | Jun 30, 26 | +21 | 0.01% |
| PARK AVENUE SECURITIES LLC | 7.18K | Jun 30, 26 | -5.41K | 0.01% |
| Advisory Services Network, LLC | 7.17K | Jun 30, 26 | -355 | 0.01% |
| PRIVATE TRUST CO NA | 7.11K | Jun 30, 26 | -- | 0.01% |
| Canvas Wealth Advisors, LLC | 7.02K | Jun 30, 26 | -- | 0.01% |
| Artemis Wealth Advisors, LLC | 6.90K | Jun 30, 26 | +49 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 6.90K | Jun 30, 26 | -6.90K | 0.01% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 6.84K | Jun 30, 26 | +33 | 0.01% |
| Foundations Investment Advisors, LLC | 6.83K | Jun 30, 26 | +1.17K | 0.01% |
| Endowment Wealth Management, Inc. | 6.83K | Jun 30, 26 | +588 | 0.01% |
| Investors Research Corp | 6.80K | Jun 30, 26 | -711 | 0.01% |
| MV CAPITAL MANAGEMENT, INC. | 6.78K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.72K | Jun 30, 26 | -63 | 0.01% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 6.61K | Jun 30, 26 | +220 | 0.01% |
| Quantinno Capital Management LP | 6.54K | Jun 30, 26 | -1.32K | 0.01% |
| AE Wealth Management LLC | 6.49K | Jun 30, 26 | +423 | 0.01% |
| Cerity Partners LLC | 6.43K | Jun 30, 26 | +498 | 0.01% |
| Beck Bode, LLC | 6.25K | Jun 30, 26 | -298 | 0.01% |
| StoneX Group Inc. | 6.18K | Jun 30, 26 | +6.18K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.17K | Jun 30, 26 | -188 | 0.01% |
| Clark Asset Management, LLC | 6.12K | Jun 30, 26 | -- | 0.01% |
| Harvest Investment Services, LLC | 5.89K | Jun 30, 26 | -4 | 0.01% |
| STEINBERGANNA WEALTH MANAGEMENT | 5.86K | Jun 30, 26 | -643 | 0.01% |
| Summit Financial, LLC | 5.83K | Jun 30, 26 | +5.83K | 0.01% |
| Manhattan West Asset Management, LLC | 5.78K | Jun 30, 26 | +5.78K | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.78K | Jun 30, 26 | -- | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.77K | Jun 30, 26 | -19 | 0.01% |
| DAVENPORT & Co LLC | 5.75K | Jun 30, 26 | -549 | 0.01% |
| CHAPIN DAVIS, INC. | 5.64K | Jun 30, 26 | -- | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.59K | Jun 30, 26 | -- | 0.01% |
| RPS ADVISORY SOLUTIONS LLC | 5.57K | Jun 30, 26 | -- | 0.01% |
| HBK Sorce Advisory LLC | 5.45K | Jun 30, 26 | +5.45K | 0.01% |
| Inspire Advisors, LLC | 5.41K | Jun 30, 26 | +18 | 0.01% |
| EP Wealth Advisors, LLC | 5.40K | Jun 30, 26 | -- | 0.01% |
| Advisors Capital Management, LLC | 5.33K | Jun 30, 26 | -- | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.33K | Jun 30, 26 | +407 | 0.01% |
| Peterson Wealth Advisors, LLC | 5.31K | Jun 30, 26 | +22 | 0.01% |
| Strategic Wealth Partners, Ltd. | 5.30K | Jun 30, 26 | -213.30K | 0.01% |
| Ardent Capital Management, Inc. | 5.28K | Jun 30, 26 | -590 | 0.01% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 5.24K | Jun 30, 26 | +10 | 0.01% |
| Robertson Stephens Wealth Management, LLC | 5.17K | Jun 30, 26 | -- | 0.01% |
| D. E. Shaw & Co., Inc. | 5.11K | Jun 30, 26 | +5.11K | 0.01% |
| HighPoint Advisor Group LLC | 5.02K | Jun 30, 26 | -474 | 0.01% |
| GAMMA Investing LLC | 4.94K | Jun 30, 26 | -6 | 0.01% |
| Wealthcare Advisory Partners LLC | 4.92K | Jun 30, 26 | -- | 0.01% |
| Mission Creek Capital Partners, Inc. | 4.86K | Jun 30, 26 | -1.61K | 0.01% |
| DDD Partners, LLC | 4.83K | Jun 30, 26 | -- | 0.01% |
| Greenwich Wealth Management LLC | 4.78K | Jun 30, 26 | -20 | 0.01% |
| Founders Financial Alliance, LLC | 4.72K | Jun 30, 26 | -745 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 4.64K | Jun 30, 26 | +4.64K | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.64K | Jun 30, 26 | -1.09K | 0.01% |
| Ronald Blue Trust, Inc. | 4.03K | Jun 30, 26 | +1.77K | 0.00% |
| Capital Investment Advisory Services, LLC | 3.70K | Jun 30, 26 | +22 | 0.00% |
| Aster Capital Management (DIFC) Ltd | 3.68K | Jun 30, 26 | +3.68K | 0.00% |
| Register Financial Advisors LLC | 3.65K | Jun 30, 26 | +9 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.22K | Jun 30, 26 | -203 | 0.00% |
| Mowery & Schoenfeld Wealth Management, LLC | 3.15K | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 3.10K | Jun 30, 26 | +11 | 0.00% |
| Larson Financial Group LLC | 2.78K | Jun 30, 26 | -910 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 2.70K | Jun 30, 26 | +102 | 0.00% |
| Clearstead Trust, LLC | 2.63K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 2.58K | Jun 30, 26 | +17 | 0.00% |
| CX Institutional | 2.46K | Jun 30, 26 | +407 | 0.00% |
| Integrity Financial Corp /WA | 2.36K | Jun 30, 26 | +2 | 0.00% |
| EASTERN BANK | 2.08K | Jun 30, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 2.06K | Jun 30, 26 | -300 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 1.93K | Jun 30, 26 | -257 | 0.00% |
| ORG Wealth Partners, LLC | 1.90K | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 1.80K | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 1.69K | Jun 30, 26 | -- | 0.00% |
| Hoese & Co LLP | 1.69K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.65K | Jun 30, 26 | +1.10K | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.60K | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 1.57K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 1.56K | Jun 30, 26 | -2.76K | 0.00% |
| Clearstead Advisors, LLC | 1.34K | Jun 30, 26 | -659 | 0.00% |
| Solstein Capital, LLC | 1.32K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.26K | Jun 30, 26 | +286 | 0.00% |
| AdvisorNet Financial, Inc | 1.21K | Jun 30, 26 | +9 | 0.00% |
| REAP Financial Group, LLC | 1.13K | Jun 30, 26 | -476 | 0.00% |
| Truvestments Capital LLC | 1.08K | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1.01K | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 1.00K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 940 | Jun 30, 26 | -- | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 922 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 901 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 897 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 850 | Jun 30, 26 | -32 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 832 | Jun 30, 26 | +832 | 0.00% |
| FRANKLIN RESOURCES INC | 810 | Jun 30, 26 | -1.92K | 0.00% |
| Plante Moran Financial Advisors, LLC | 800 | Jun 30, 26 | +800 | 0.00% |
| CoreCap Advisors, LLC | 792 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 735 | Jun 30, 26 | -- | 0.00% |
| Decker Retirement Planning Inc. | 717 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 702 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 696 | Jun 30, 26 | +696 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 690 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 634 | Jun 30, 26 | -75 | 0.00% |
| CITY HOLDING CO | 600 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 503 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 500 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 499 | Jun 30, 26 | -131 | 0.00% |
| Golden State Wealth Management, LLC | 453 | Jun 30, 26 | +3 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 350 | Jun 30, 26 | +350 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 328 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 275 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 240 | Jun 30, 26 | -1 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 219 | Jun 30, 26 | +69 | 0.00% |
| Triumph Capital Management | 200 | Jun 30, 26 | -19 | 0.00% |
| CITIGROUP INC | 200 | Jun 30, 26 | -18 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 190 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 183 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 172 | Jun 30, 26 | +172 | 0.00% |
| Smartleaf Asset Management LLC | 161 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 159 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 153 | Jun 30, 26 | +153 | 0.00% |
| Rossby Financial, LCC | 132 | Jun 30, 26 | -- | 0.00% |
| BOKF, NA | 114 | Jun 30, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 106 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 102 | Jun 30, 26 | -103 | 0.00% |
| Park Place Capital Corp | 101 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 92 | Jun 30, 26 | -316 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 77 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 51 | Jun 30, 26 | +4 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 35 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| BROOKFIELD Corp /ON/ | 6 | Jun 30, 26 | +6 | 0.00% |
| Raleigh Capital Management Inc. | 2 | Jun 30, 26 | -278 | 0.00% |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -11 | -- |
| BRIAN LOW FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -16.86K | -- |
| M&T BANK CORP | -- | Jun 30, 26 | -33.90K | -- |
| Dunhill Financial, LLC | -- | Jun 30, 26 | -101 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -925 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -52 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -12.71K | -- |
| Pinnacle Financial Partners, Inc. | -- | Jun 30, 26 | -10.25K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -24.20K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -64.01K | -- |
| TUCKER ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -13 | -- |
| Avantax Planning Partners, Inc. | -- | Jun 30, 26 | -8.51K | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -28 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -952 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -54.19K | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -32.84K | -- |
| Gryphon Financial Partners LLC | -- | Jun 30, 26 | -6.08K | -- |
| GKV Capital Management Co., Inc. | -- | Jun 30, 26 | -56 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -825 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.62K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -6.92K | -- |
| FMR LLC | -- | Jun 30, 26 | -54 | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -7.82K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -18.12K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.53K | -- |
| MATRIX PRIVATE CAPITAL GROUP LLC | -- | Jun 30, 26 | -13.15K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -16.59K | -- |
| True Wealth Design, LLC | -- | Jun 30, 26 | -125 | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -1.70K | -- |
| RFG Advisory, LLC | -- | Jun 30, 26 | -5.13K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -98.64K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -7.20K | -- |
| Jaffetilchin Investment Partners, LLC | 637.49K | Mar 31, 26 | -5.27K | 0.69% |
| Sunbelt Securities, Inc. | 22.77K | Mar 31, 26 | +11.64K | 0.02% |
| TCFG WEALTH MANAGEMENT, LLC | 22.72K | Mar 31, 26 | +93 | 0.02% |
| Evelyn Partners Investment Management (Europe) Ltd | 14.39K | Mar 31, 26 | -- | 0.02% |
| GM Advisory Group, Inc. | 14.06K | Mar 31, 26 | +4.68K | 0.02% |
| CWM, LLC | 12.21K | Mar 31, 26 | -87 | 0.01% |
| Evelyn Partners Investment Management LLP | 955 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 169.18K | Dec 31, 25 | +1.52K | 0.18% |
| ORG Partners LLC | 55.33K | Dec 31, 25 | -- | 0.06% |
| MGB Wealth Management, LLC | 43.40K | Dec 31, 25 | +11 | 0.05% |
| CIBC Private Wealth Group, LLC | 438 | Dec 31, 25 | +3 | 0.00% |
| New Millennium Group LLC | 5 | Dec 31, 25 | -1 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -128 | -- |
| Glenmede Investment Management, LP | 1.01M | Sep 30, 25 | +12.91K | 1.09% |
| Wela Strategies, Inc. | 68.08K | Sep 30, 25 | +1.93K | 0.07% |
| PBMares Wealth Management LLC | 16.89K | Sep 30, 25 | +468 | 0.02% |
| Moloney Securities Asset Management, LLC | 5.31K | Sep 30, 25 | +5.31K | 0.01% |
| AllSquare Wealth Management LLC | 75 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 33 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 403.35K | Jun 30, 25 | +15.07K | 0.44% |
| Congress Wealth Management LLC / DE / | 53.29K | Jun 30, 25 | -132 | 0.06% |
| Atria Wealth Solutions, Inc. | 35.86K | Jun 30, 25 | -4.16K | 0.04% |
| Sebold Capital Management, Inc. | 9.25K | Jun 30, 25 | +4 | 0.01% |
| Tyler-Stone Wealth Management | 7.86K | Jun 30, 25 | +343 | 0.01% |
| First Horizon Advisors, Inc. | 518 | Jun 30, 25 | -517 | 0.00% |
| Alpha Omega Group, Inc. | 283.39K | Mar 31, 25 | -10.10K | 0.31% |
| Sandy Spring Bank | 109.39K | Mar 31, 25 | -2.15K | 0.12% |
| Orion Portfolio Solutions, LLC | 47.88K | Mar 31, 25 | -9.00K | 0.05% |
| Aveo Capital Partners, LLC | 13.27K | Mar 31, 25 | +13.27K | 0.01% |
| Fernwood Investment Management, LLC | 56.77K | Dec 31, 24 | -1.80K | 0.06% |
| SignalPoint Asset Management, LLC | 18.05K | Dec 31, 24 | -2 | 0.02% |
| UNIONVIEW, LLC | 7.28K | Dec 31, 24 | +47 | 0.01% |
| WR Wealth Planners, LLC | 1.21K | Dec 31, 24 | -- | 0.00% |
| WINTRUST INVESTMENTS LLC | -- | Dec 31, 24 | -1.30K | -- |
| Raymond James Financial Services Advisors, Inc. | 534.31K | Sep 30, 24 | +26.46K | 0.58% |
| RAYMOND JAMES & ASSOCIATES | 179.26K | Sep 30, 24 | -1.97K | 0.19% |
| RAYMOND JAMES TRUST N.A. | 16.93K | Sep 30, 24 | +300 | 0.02% |
| Divergent Wealth Advisors | 10.51K | Sep 30, 24 | +29 | 0.01% |
| FinTrust Capital Advisors, LLC | 8.88K | Sep 30, 24 | -- | 0.01% |
| VitalStone Financial, LLC | 1.77K | Sep 30, 24 | +11 | 0.00% |
| Carmichael Hill & Associates, Inc. | 74 | Sep 30, 24 | -- | 0.00% |
| ARVEST TRUST CO N A | 915.67K | Jun 30, 24 | +5.28K | 0.99% |
| Greytown Advisors Inc. | 94.46K | Jun 30, 24 | +4.91K | 0.10% |
| Private Ocean, LLC | 63.74K | Jun 30, 24 | +31.05K | 0.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 51.29K | Jun 30, 24 | -1.16K | 0.06% |
| ICA Group Wealth Management, LLC | 10.04K | Jun 30, 24 | -13.11K | 0.01% |
| BlackRock Inc. | 1.98K | Jun 30, 24 | +1.98K | 0.00% |
| Perella Weinberg Partners Capital Management LP | 207.71K | Mar 31, 24 | -1.20M | 0.22% |
| Cetera Advisors LLC | 52.48K | Mar 31, 24 | +15.82K | 0.06% |
| Cetera Advisor Networks LLC | 51.82K | Mar 31, 24 | -4.06K | 0.06% |
| KLR INVESTMENT ADVISORS, LLC | 14.75K | Mar 31, 24 | -1.99K | 0.02% |
| Derbend Asset Management | 11.64K | Mar 31, 24 | +202 | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 218.12K | Dec 31, 23 | -407 | 0.24% |
| StrategIQ Financial Group, LLC | 30.39K | Dec 31, 23 | +684 | 0.03% |
| TELEMUS CAPITAL, LLC | 10.16K | Dec 31, 23 | -- | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 7.76K | Dec 31, 23 | +7.76K | 0.01% |
| Baystate Wealth Management LLC | 203 | Dec 31, 23 | +1 | 0.00% |
| TIEDEMANN ADVISORS, LLC | 4.04M | Sep 30, 23 | -20.86K | 4.37% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 242.85K | Sep 30, 23 | -5.01K | 0.26% |
| Icon Wealth Partners, LLC | 32.51K | Sep 30, 23 | +40 | 0.04% |
| PATHSTONE FAMILY OFFICE, LLC | 12.50K | Sep 30, 23 | -- | 0.01% |
| Truadvice, LLC | 9.94K | Sep 30, 23 | -8.15K | 0.01% |
| KENFARB & CO. | 788 | Sep 30, 23 | -- | 0.00% |
| Andesa Financial Management Inc. | 48.70K | Mar 31, 23 | +19.75K | 0.05% |
| True Capital Management | 8.65K | Mar 31, 23 | +998 | 0.01% |
| Ahrens Investment Partners LLC | 325 | Mar 31, 23 | +325 | 0.00% |
| Bickling Financial Services, Inc. | 9.15K | Dec 31, 22 | +9.15K | 0.01% |
| Spectrum Management Group, LLC | 325.54K | Sep 30, 22 | +3.94K | 0.35% |
| EATON VANCE MANAGEMENT | 148.73K | Sep 30, 22 | -515 | 0.16% |
| FourThought Financial, LLC | 147.91K | Sep 30, 22 | +11.50K | 0.16% |
| Beaumont Financial Partners, LLC | 15.20K | Sep 30, 22 | -- | 0.02% |
| Karp Capital Management Corp | 12.60K | Sep 30, 22 | +3.14K | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10.31K | Sep 30, 22 | +3 | 0.01% |
| American Portfolios Advisors | 8.64K | Sep 30, 22 | +1.23K | 0.01% |
| Spearhead Capital Advisors, LLC | -- | Sep 30, 22 | -21.07K | -- |
| Frontier Wealth Management LLC | 163.94K | Jun 30, 22 | -2.34K | 0.18% |
| HYA Advisors, Inc | 9.53K | Jun 30, 22 | +71 | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 52.75K | Mar 31, 22 | -3.70K | 0.06% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1.00K | Mar 31, 22 | +1.00K | 0.00% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -9.34K | -- |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -4.54K | -- |
| Grace Capital | 31.70K | Dec 31, 21 | +4.20K | 0.03% |
| NEXT Financial Group, Inc | 4.96K | Dec 31, 21 | +1.94K | 0.01% |
| Ameritas Investment Company, LLC | 10.20K | Sep 30, 21 | +3.38K | 0.01% |
| BBVA USA | 855 | Sep 30, 21 | -- | 0.00% |
| AdvicePeriod, LLC | 955.07K | Jun 30, 21 | -28.37K | 1.03% |
| Winslow, Evans & Crocker, Inc. | 1.14K | Dec 31, 20 | +1.14K | 0.00% |
| Wealthspire Advisors, L.P. | 1.49M | Sep 30, 20 | +393.24K | 1.61% |
| First Allied Advisory Services, Inc. | 136.68K | Sep 30, 20 | +51.87K | 0.15% |
| FRONTIER INVESTMENT MGMT CO | 3.04M | Jun 30, 20 | +113.75K | 3.30% |
| Global Financial Private Capital, Inc | 18.31K | Jun 30, 20 | -7.65K | 0.02% |
| Huber Financial Advisors, LLC | 771.43K | Mar 31, 20 | +51.32K | 0.84% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 145.51K | Mar 31, 20 | -5.61K | 0.16% |
| Fiduciary Trust Co International of Pennsylvania | 12.96K | Mar 31, 20 | -- | 0.01% |
| Squar Milner Financial Services LLC | 1.05K | Mar 31, 20 | -50 | 0.00% |
| Whitnell & Co. | 413.49K | Dec 31, 19 | +113.49K | 0.45% |
| Advisor Group, Inc. | 167.71K | Dec 31, 19 | -2.25K | 0.18% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 73.57K | Dec 31, 19 | -25.64K | 0.08% |
| BB&T SECURITIES, LLC | 323.32K | Sep 30, 19 | +135.21K | 0.35% |
| HARVEST CAPITAL MANAGEMENT INC | 452.48K | Jun 30, 19 | +165.89K | 0.49% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 349.75K | Mar 31, 19 | +124.19K | 0.38% |
| HL FINANCIAL SERVICES LLC | 38.18K | Mar 31, 19 | -15.68K | 0.04% |
| Weatherstone Capital Management | 14.74K | Mar 31, 19 | +14.74K | 0.02% |
| NEXT Financial Holdings | 85 | Mar 31, 19 | +85 | 0.00% |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -18.63K | -- |
| RAND WEALTH, LLC | 158.55K | Sep 30, 18 | -9.04K | 0.17% |
| THOMASPARTNERS, INC. | 37.62K | Mar 31, 18 | +760 | 0.04% |
| IFC Holdings Incorporated/FL | 75.49K | Dec 31, 17 | +40.13K | 0.08% |
| SII INVESTMENTS INC/WI | 10.99K | Dec 31, 17 | -6.77K | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 6.37K | Dec 31, 17 | +1.86K | 0.01% |
| Center Coast Capital Advisors, LP | 3.98K | Dec 31, 17 | +3.98K | 0.00% |
| NATIONAL PLANNING CORP | 1.25K | Dec 31, 17 | -16.85K | 0.00% |
| WealthShield, LLC | 1.06K | Dec 31, 17 | +1.06K | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -39.80K | -- |
| GIRARD SECURITIES, INC. | 86.56K | Sep 30, 17 | -7.61K | 0.09% |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -8.14K | -- |
| Commonwealth Equity Services, Inc | 238.46K | Jun 30, 17 | +30.29K | 0.26% |
| Virtu KCG Holdings LLC | 20.73K | Jun 30, 17 | -5.25K | 0.02% |
| WFG Advisors, LP | 3.14K | Jun 30, 17 | +910 | 0.00% |
| MSI Financial Services Inc | 54.19K | Dec 31, 16 | +8.63K | 0.06% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -37.34K | -- |
| WESTPORT RESOURCES MANAGEMENT INC | 2.00K | Sep 30, 16 | -- | 0.00% |
| TIEDEMANN TRUST CO | 10.85K | Jun 30, 16 | +10.85K | 0.01% |
| Carnick & Kubik, LLC | 24.89K | Mar 31, 16 | +8.18K | 0.03% |
| Strategic Capital Alternatives LLC | 15.69K | Mar 31, 16 | +15.69K | 0.02% |
| Gupta Wealth Management LLC | 5.40K | Mar 31, 16 | -600 | 0.01% |
| Quintium Advisors, LLC | -- | Mar 31, 16 | -10.56K | -- |
| CURIAN CAPITAL LLC | 74.03K | Dec 31, 15 | -227.04K | 0.08% |
| CITY NATIONAL BANK | 45.41K | Sep 30, 15 | +45.41K | 0.05% |
| MANAGED ACCOUNT ADVISORS LLC | 39.16K | Jun 30, 15 | +14.93K | 0.04% |
| BAIRD ROBERT W & CO INC /WI/ | 54.84K | Mar 31, 15 | +3.42K | 0.06% |
| BOSTON PRIVATE BANK & TRUST CO | 13.20K | Mar 31, 15 | +3.00K | 0.01% |
| Mariner Wealth Advisors-NYC, LLC | 1.98K | Mar 31, 15 | +1.98K | 0.00% |
| Placemark Investments, Inc. | 37.50K | Dec 31, 14 | -2.36K | 0.04% |
| NEW ENGLAND SECURITIES CORP /MA/ | 15.20K | Dec 31, 14 | +4.15K | 0.02% |
| UBS AG | 725.40K | Sep 30, 14 | -52.68K | 0.79% |
| Strategic Capital Group LLC | 161.16K | Jun 30, 14 | +161.16K | 0.17% |
| TOWER TRUST Co | 18.06K | Mar 31, 14 | -684 | 0.02% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -61.26K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 42.47K | Sep 30, 13 | -326 | 0.05% |