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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Creative Planning | 1.70M | Jun 30, 26 | -59.03K | 15.69% |
| BANK OF AMERICA CORP /DE/ | 668.27K | Jun 30, 26 | -49.24K | 6.16% |
| MORGAN STANLEY | 355.98K | Jun 30, 26 | +13.04K | 3.28% |
| Mariner, LLC | 326.61K | Jun 30, 26 | -3.27K | 3.01% |
| LPL Financial LLC | 241.31K | Jun 30, 26 | +31.37K | 2.23% |
| WELLS FARGO & COMPANY/MN | 219.09K | Jun 30, 26 | -31.75K | 2.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 182.81K | Jun 30, 26 | +4.82K | 1.69% |
| OLD MISSION CAPITAL LLC | 176.59K | Jun 30, 26 | +100.43K | 1.63% |
| VICTORY CAPITAL MANAGEMENT INC | 164.77K | Jun 30, 26 | -- | 1.52% |
| Apella Capital, LLC | 133.35K | Jun 30, 26 | -4.23K | 1.23% |
| AMERIPRISE FINANCIAL INC | 118.71K | Jun 30, 26 | +839 | 1.09% |
| Pure Financial Advisors, LLC | 112.30K | Jun 30, 26 | -2.16K | 1.04% |
| BIP Wealth, LLC | 95.32K | Jun 30, 26 | +11.50K | 0.88% |
| N.E.W. Advisory Services LLC | 89.77K | Jun 30, 26 | -10.21K | 0.83% |
| Welch Financial Planning, LLC | 87.73K | Jun 30, 26 | +3.46K | 0.81% |
| BlackRock, Inc. | 76.05K | Jun 30, 26 | +23.79K | 0.70% |
| WESCAP Management Group, Inc. | 69.66K | Jun 30, 26 | -185 | 0.64% |
| Transamerica Financial Advisors, Inc. | 67.85K | Jun 30, 26 | -8.48K | 0.63% |
| Beacon Pointe Advisors, LLC | 67.61K | Jun 30, 26 | +13.12K | 0.62% |
| Checchi Capital Advisers, LLC | 60.13K | Jun 30, 26 | -137 | 0.55% |
| RPg Family Wealth Advisory, LLC | 57.20K | Jun 30, 26 | +426 | 0.53% |
| Risk Paradigm Group, LLC | 57.12K | Jun 30, 26 | +433 | 0.53% |
| WADDELL & ASSOCIATES, LLC | 51.98K | Jun 30, 26 | -1.60K | 0.48% |
| Tortoise Investment Management, LLC | 49.97K | Jun 30, 26 | -1.49K | 0.46% |
| Buckingham Strategic Partners | 48.59K | Jun 30, 26 | +1.76K | 0.45% |
| Brady Martz Wealth Solutions, LLC | 48.46K | Jun 30, 26 | +1.91K | 0.45% |
| VISTA INVESTMENT MANAGEMENT | 48.28K | Jun 30, 26 | +360 | 0.45% |
| Johnson Financial Group, LLC | 46.66K | Jun 30, 26 | -6.29K | 0.43% |
| SNS Financial Group, LLC | 45.68K | Jun 30, 26 | +18.17K | 0.42% |
| Equitable Holdings, Inc. | 44.80K | Jun 30, 26 | +423 | 0.41% |
| Texas Yale Capital Corp. | 43.93K | Jun 30, 26 | +243 | 0.41% |
| Sepio Capital, LP | 43.90K | Jun 30, 26 | +32 | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43.01K | Jun 30, 26 | +9.87K | 0.40% |
| MARTIN & CO INC /TN/ | 42.01K | Jun 30, 26 | +432 | 0.39% |
| CABOT WEALTH MANAGEMENT INC | 41.32K | Jun 30, 26 | -113 | 0.38% |
| Baird Financial Group, Inc. | 41.25K | Jun 30, 26 | -811 | 0.38% |
| Cascade Financial Partners, LLC | 40.37K | Jun 30, 26 | +1 | 0.37% |
| AE Wealth Management LLC | 37.55K | Jun 30, 26 | -5.05K | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 37.46K | Jun 30, 26 | -21.65K | 0.35% |
| MML INVESTORS SERVICES, LLC | 34.73K | Jun 30, 26 | +6.84K | 0.32% |
| Cetera Investment Advisers | 34.63K | Jun 30, 26 | -14.78K | 0.32% |
| MUSTICO FINANCIAL GROUP, INC. | 33.76K | Jun 30, 26 | +345 | 0.31% |
| Merit Financial Group, LLC | 33.72K | Jun 30, 26 | +595 | 0.31% |
| Quantinno Capital Management LP | 32.54K | Jun 30, 26 | +4.21K | 0.30% |
| NTV ASSET MANAGEMENT LLC | 32.23K | Jun 30, 26 | -600 | 0.30% |
| CarsonAllaria Wealth Management, Ltd. | 31.16K | Jun 30, 26 | -714 | 0.29% |
| UBS Group AG | 28.93K | Jun 30, 26 | +2.72K | 0.27% |
| Resources Investment Advisors, LLC. | 28.55K | Jun 30, 26 | -326 | 0.26% |
| Altar Rock LLC | 28.14K | Jun 30, 26 | +229 | 0.26% |
| Stratos Wealth Partners, LTD. | 27.09K | Jun 30, 26 | +1.49K | 0.25% |
| Regal Investment Advisors LLC | 26.30K | Jun 30, 26 | +96 | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 24.14K | Jun 30, 26 | +4.08K | 0.22% |
| MARYLAND CAPITAL ADVISORS INC. | 23.55K | Jun 30, 26 | +23.55K | 0.22% |
| Integrated Wealth Concepts LLC | 20.50K | Jun 30, 26 | +10.23K | 0.19% |
| Michels Family Financial, LLC | 20.40K | Jun 30, 26 | +835 | 0.19% |
| JPMORGAN CHASE & CO | 18.69K | Jun 30, 26 | -1.63K | 0.17% |
| SMITH, MOORE & CO. | 16.50K | Jun 30, 26 | -- | 0.15% |
| Greenspring Advisors, LLC | 15.97K | Jun 30, 26 | -847 | 0.15% |
| TENET WEALTH PARTNERS, LLC | 15.89K | Jun 30, 26 | +15.89K | 0.15% |
| Advisory Services Network, LLC | 15.60K | Jun 30, 26 | -534 | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 15.36K | Jun 30, 26 | -447 | 0.14% |
| Spire Wealth Management | 14.94K | Jun 30, 26 | +219 | 0.14% |
| Jacobs Equity LLC | 13.49K | Jun 30, 26 | -7 | 0.12% |
| Essex Financial Services, Inc. | 13.23K | Jun 30, 26 | -- | 0.12% |
| Heartwood Wealth Advisors LLC | 13.13K | Jun 30, 26 | +1.51K | 0.12% |
| Cassaday & Co Wealth Management LLC | 12.76K | Jun 30, 26 | +7 | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.53K | Jun 30, 26 | -17.38K | 0.12% |
| HANCOCK WHITNEY CORP | 12.12K | Jun 30, 26 | -5.45K | 0.11% |
| Powerhouse Assets LLC | 11.55K | Jun 30, 26 | -444 | 0.11% |
| ROYAL BANK OF CANADA | 10.11K | Jun 30, 26 | -1.38K | 0.09% |
| Rockingstone Advisors LLC | 9.95K | Jun 30, 26 | -- | 0.09% |
| ALESCO ADVISORS LLC | 9.58K | Jun 30, 26 | -1.00K | 0.09% |
| Omega Financial Group, LLC | 8.81K | Jun 30, 26 | -231 | 0.08% |
| HighRoad Wealth Advisors, LLC | 8.75K | Jun 30, 26 | -- | 0.08% |
| Perigon Wealth Management, LLC | 8.64K | Jun 30, 26 | -258 | 0.08% |
| HRT FINANCIAL LP | 8.60K | Jun 30, 26 | +8.60K | 0.08% |
| Cyr Financial Inc. | 8.47K | Jun 30, 26 | -771 | 0.08% |
| Atomi Financial Group, Inc. | 8.45K | Jun 30, 26 | -199 | 0.08% |
| Hyundai Investments Co., Ltd. | 8.25K | Jun 30, 26 | +5.58K | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 8.18K | Jun 30, 26 | +1.71K | 0.08% |
| Index Fund Advisors, Inc. | 8.18K | Jun 30, 26 | -57 | 0.08% |
| Camelot Portfolios, LLC | 8.15K | Jun 30, 26 | -140 | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.02K | Jun 30, 26 | -7 | 0.07% |
| WHITE PINE CAPITAL LLC | 7.91K | Jun 30, 26 | +510 | 0.07% |
| Bright Futures Wealth Management, LLC. | 7.84K | Jun 30, 26 | +697 | 0.07% |
| 180 WEALTH ADVISORS, LLC | 7.08K | Jun 30, 26 | -320 | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 6.53K | Jun 30, 26 | +2.02K | 0.06% |
| Shore Point Advisors, LLC | 6.42K | Jun 30, 26 | -6 | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 6.38K | Jun 30, 26 | -3.81K | 0.06% |
| Colony Group, LLC | 6.28K | Jun 30, 26 | +142 | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.10K | Jun 30, 26 | +6.10K | 0.06% |
| Life Planning Partners, Inc | 6.00K | Jun 30, 26 | -- | 0.06% |
| Geneos Wealth Management Inc. | 5.58K | Jun 30, 26 | -5.99K | 0.05% |
| CI Private Wealth, LLC | 5.48K | Jun 30, 26 | -1.64K | 0.05% |
| WHITTIER TRUST CO | 5.38K | Jun 30, 26 | -- | 0.05% |
| CENTRAL TRUST Co | 5.23K | Jun 30, 26 | -- | 0.05% |
| Austin Wealth Management, LLC | 5.06K | Jun 30, 26 | +25 | 0.05% |
| Ipsen Advisor Group LLC | 5.05K | Jun 30, 26 | +39 | 0.05% |
| FIRST HORIZON CORP | 5.01K | Jun 30, 26 | -975 | 0.05% |
| FIFTH THIRD BANCORP | 4.95K | Jun 30, 26 | -159 | 0.05% |
| Rehmann Capital Advisory Group | 4.81K | Jun 30, 26 | -- | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.74K | Jun 30, 26 | -243 | 0.04% |
| CIBC WORLD MARKET INC. | 4.57K | Jun 30, 26 | -- | 0.04% |
| Global View Capital Management LLC | 4.50K | Jun 30, 26 | +555 | 0.04% |
| Sound Stewardship, LLC | 4.49K | Jun 30, 26 | -133 | 0.04% |
| Wealthfront Advisers LLC | 4.46K | Jun 30, 26 | -101 | 0.04% |
| Sowell Financial Services LLC | 4.42K | Jun 30, 26 | -1.15K | 0.04% |
| PRINCIPAL SECURITIES, INC. | 4.32K | Jun 30, 26 | -417 | 0.04% |
| Everest Management Corp. | 4.07K | Jun 30, 26 | -- | 0.04% |
| Empower Advisory Group, LLC | 4.07K | Jun 30, 26 | -- | 0.04% |
| DAYMARK WEALTH PARTNERS, LLC | 4.00K | Jun 30, 26 | -- | 0.04% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.87K | Jun 30, 26 | +51 | 0.04% |
| Provident Living Financial Services, Inc. | 3.85K | Jun 30, 26 | -86 | 0.04% |
| IEQ CAPITAL, LLC | 3.82K | Jun 30, 26 | +26 | 0.04% |
| Private Advisor Group, LLC | 3.67K | Jun 30, 26 | +323 | 0.03% |
| Ariadne Wealth Management, LP | 3.49K | Jun 30, 26 | -- | 0.03% |
| STIFEL FINANCIAL CORP | 3.48K | Jun 30, 26 | +233 | 0.03% |
| Range Advisory, LLC | 3.44K | Jun 30, 26 | +3.44K | 0.03% |
| Ballast Financial Advisors LLC | 3.37K | Jun 30, 26 | -204 | 0.03% |
| Cyndeo Wealth Partners, LLC | 3.37K | Jun 30, 26 | -- | 0.03% |
| SAGE FINANCIAL GROUP INC | 3.34K | Jun 30, 26 | -- | 0.03% |
| Busey Wealth Management | 3.31K | Jun 30, 26 | +3.31K | 0.03% |
| ZENITH SOLUTIONS, INC. | 3.28K | Jun 30, 26 | +3.28K | 0.03% |
| CAMBIENT FAMILY OFFICE, LLC | 3.27K | Jun 30, 26 | -- | 0.03% |
| FF Advisors,LLC | 3.23K | Jun 30, 26 | -- | 0.03% |
| Hardin Capital Partners, LLC | 3.17K | Jun 30, 26 | -- | 0.03% |
| Portland Global Advisors LLC | 3.08K | Jun 30, 26 | -175 | 0.03% |
| Falcon Wealth Planning | 3.07K | Jun 30, 26 | -- | 0.03% |
| Investment Advisory Group, LLC | 3.07K | Jun 30, 26 | -13 | 0.03% |
| FMR LLC | 2.92K | Jun 30, 26 | +271 | 0.03% |
| CGN Advisors LLC | 2.75K | Jun 30, 26 | +2.75K | 0.03% |
| Virtu Financial LLC | 2.74K | Jun 30, 26 | +2.74K | 0.03% |
| OPPENHEIMER & CO INC | 2.71K | Jun 30, 26 | +2.71K | 0.02% |
| Farther Finance Advisors, LLC | 2.67K | Jun 30, 26 | +860 | 0.02% |
| Rockefeller Capital Management L.P. | 2.47K | Jun 30, 26 | -2.00K | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.29K | Jun 30, 26 | -129 | 0.02% |
| ASSETMARK, INC | 1.79K | Jun 30, 26 | -444.63K | 0.02% |
| Addison Advisors LLC | 1.53K | Jun 30, 26 | -2.41K | 0.01% |
| NewEdge Advisors, LLC | 1.52K | Jun 30, 26 | -- | 0.01% |
| Continuum Advisory, LLC | 1.22K | Jun 30, 26 | +1.22K | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.22K | Jun 30, 26 | -- | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 1.20K | Jun 30, 26 | -- | 0.01% |
| Rialto Wealth Management, LLC | 1.18K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 1.15K | Jun 30, 26 | -126 | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.09K | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 1.07K | Jun 30, 26 | -- | 0.01% |
| EASTERN BANK | 948 | Jun 30, 26 | -52 | 0.01% |
| 4Thought Financial Group Inc. | 849 | Jun 30, 26 | -13 | 0.01% |
| GAMMA Investing LLC | 824 | Jun 30, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 720 | Jun 30, 26 | +6 | 0.01% |
| Capital Analysts, LLC | 610 | Jun 30, 26 | +318 | 0.01% |
| Cherry Tree Wealth Management, LLC | 561 | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 543 | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 536 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 527 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 524 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 515 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 489 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 485 | Jun 30, 26 | +485 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 460 | Jun 30, 26 | -- | 0.00% |
| BOKF, NA | 450 | Jun 30, 26 | -- | 0.00% |
| CapitalatWork S.A. | 445 | Jun 30, 26 | -- | 0.00% |
| SIMS INVESTMENT MANAGEMENT, LLC | 376 | Jun 30, 26 | +376 | 0.00% |
| TD Capital Management LLC | 359 | Jun 30, 26 | -444 | 0.00% |
| Parallel Advisors, LLC | 340 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 330 | Jun 30, 26 | +330 | 0.00% |
| ROGCO, LP | 319 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 319 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 269 | Jun 30, 26 | -3.77K | 0.00% |
| Trust Co | 265 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 234 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 189 | Jun 30, 26 | +189 | 0.00% |
| Asset Dedication, LLC | 187 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 172 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 143 | Jun 30, 26 | +143 | 0.00% |
| Qube Research & Technologies Ltd | 91 | Jun 30, 26 | +20 | 0.00% |
| 10Elms LLP | 84 | Jun 30, 26 | +84 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | Jun 30, 26 | -- | 0.00% |
| RHL GROUP, LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 29 | Jun 30, 26 | -120 | 0.00% |
| Golden State Wealth Management, LLC | 19 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 16 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 12 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 11 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 2 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 2 | Jun 30, 26 | +2 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -801 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -10 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -8.50K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -1.82K | -- |
| Financial Strategies Group, Inc. | -- | Jun 30, 26 | -41.96K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -8.97K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -8.90K | -- |
| Vanguard Personalized Indexing Management, LLC | -- | Jun 30, 26 | -4.45K | -- |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -- | Jun 30, 26 | -5.36K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -470 | -- |
| Beaumont Capital Management, LLC | -- | Jun 30, 26 | -9.26K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -43 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -125 | -- |
| VisionPoint Advisory Group, LLC | -- | Jun 30, 26 | -13.89K | -- |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | -- | Jun 30, 26 | -425 | -- |
| Hanlon Investment Management, Inc. | -- | Jun 30, 26 | -7.54K | -- |
| Legacy Wealth Partners, LLC | -- | Jun 30, 26 | -24.79K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -8 | -- |
| rebel Financial LLC | 60.21K | Mar 31, 26 | +575 | 0.56% |
| CWM, LLC | 1.99K | Mar 31, 26 | -341 | 0.02% |
| COMERICA BANK | 8.35K | Dec 31, 25 | +954 | 0.08% |
| New Millennium Group LLC | 53 | Dec 31, 25 | -1 | 0.00% |
| Kathleen S. Wright Associates Inc. | 23.31K | Sep 30, 25 | -802 | 0.22% |
| JFG Wealth Management, LLC | 21.23K | Sep 30, 25 | -374 | 0.20% |
| Hemington Wealth Management | 703 | Sep 30, 25 | -- | 0.01% |
| First Horizon Advisors, Inc. | 6.31K | Jun 30, 25 | -- | 0.06% |
| Atria Wealth Solutions, Inc. | 3.88K | Jun 30, 25 | +3.88K | 0.04% |
| Parkworth Wealth Management, Inc. | 151 | Jun 30, 25 | +1 | 0.00% |
| Capital A Wealth Management, LLC | 105 | Jun 30, 25 | +105 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 225 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 17.23K | Sep 30, 24 | +9.38K | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 6.98K | Sep 30, 24 | +2 | 0.06% |
| New Potomac Partners, LLC | 235 | Sep 30, 24 | +235 | 0.00% |
| Solano Wealth Management, Inc. | 11.00K | Jun 30, 24 | +3.20K | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7.13K | Jun 30, 24 | +1 | 0.07% |
| Crestone Asset Management LLC | 31.40K | Mar 31, 24 | -- | 0.29% |
| Cetera Advisors LLC | 6.37K | Mar 31, 24 | +813 | 0.06% |
| Cetera Advisor Networks LLC | 5.96K | Mar 31, 24 | +710 | 0.05% |
| Retirement Group, LLC | 200 | Mar 31, 24 | -- | 0.00% |
| Baystate Wealth Management LLC | 44 | Dec 31, 23 | +44 | 0.00% |
| Kalos Management, Inc. | 167 | Jun 30, 23 | -- | 0.00% |
| First Command Financial Services, Inc. | 18 | Jun 30, 23 | -- | 0.00% |
| First Command Bank | 18 | Jun 30, 23 | -- | 0.00% |
| Red Cedar Capital, LLC | 211 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 205 | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 28 | Sep 30, 22 | +28 | 0.00% |
| KARLINSKI ANDREW C | 9 | Sep 30, 22 | -- | 0.00% |
| BLUESTEIN R H & CO LLC | -- | Sep 30, 22 | -4.59K | -- |
| B. Riley Wealth Management, Inc. | 25.03K | Jun 30, 22 | +14.59K | 0.23% |
| IndexIQ Advisors LLC | 489.15K | Mar 31, 22 | +324.15K | 4.51% |
| Cassaday & Co Inc. | 127.26K | Dec 31, 21 | +95.38K | 1.17% |
| NEXT Financial Group, Inc | 353 | Dec 31, 21 | +33 | 0.00% |
| Paracle Advisors, LLC | 6.94K | Mar 31, 21 | -28 | 0.06% |
| Reby Advisors, LLC | 225 | Dec 31, 20 | +225 | 0.00% |
| Lucia Wealth Services, LLC | 32.10K | Sep 30, 20 | -5.17K | 0.30% |
| LifePlan Financial Group, Inc | 111 | Sep 30, 20 | -- | 0.00% |
| Stratford Consulting, LLC | 53.04K | Mar 31, 20 | +53.04K | 0.49% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 1.26K | Mar 31, 20 | -115 | 0.01% |
| Advisor Group, Inc. | 11.15K | Dec 31, 19 | -5.19K | 0.10% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.76K | Dec 31, 19 | +17 | 0.04% |
| Alpha Quant Advisors, LLC | 336 | Mar 31, 19 | -- | 0.00% |
| NEXT Financial Holdings | 144 | Mar 31, 19 | +144 | 0.00% |
| RAND WEALTH, LLC | 20.88K | Sep 30, 18 | +828 | 0.19% |
| WFG Advisors, LP | 8.10K | Jun 30, 17 | +1.05K | 0.07% |
| Commonwealth Equity Services, Inc | 4.57K | Jun 30, 17 | +152 | 0.04% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -40.01K | -- |
| MSI Financial Services Inc | 3.88K | Dec 31, 16 | -294 | 0.04% |
| HIGH POINT BANK & TRUST CO | 628 | Dec 31, 16 | -16 | 0.01% |
| Placemark Investments, Inc. | 41.64K | Dec 31, 14 | -3.16K | 0.38% |
| NEW ENGLAND SECURITIES CORP /MA/ | 100 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 103.73K | Sep 30, 14 | +1.76K | 0.96% |
| Long Wharf Investors, Inc. | 12.56K | Jun 30, 14 | -1.11K | 0.12% |
| RIVERSVILLE CAPITAL, INC. | 6.32K | Mar 31, 14 | -- | 0.06% |
| Jane Street Holding, LLC | 63.69K | Dec 31, 13 | -113.13K | 0.59% |
| Willow Street Advisors LLC | 6.05K | Dec 31, 13 | +6.05K | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | -- | Sep 30, 13 | -8.32K | -- |
| KNIGHT CAPITAL GROUP LLC | 34.32K | Jun 30, 13 | +29.85K | 0.32% |
| First Allied Securities, Inc. | 35.31K | Jun 30, 12 | +1.96K | 0.33% |
| RAYTHEON CO/ | 19.40K | Dec 31, 10 | +19.40K | 0.18% |
| NOLLENBERGER CAPITAL PARTNERS INC | 440 | Dec 31, 10 | -- | 0.00% |