Fidelity MSCI Health Care Index ETF(FHLC)

$81.95—Stale · unknown old

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Fidelity MSCI Health Care Index ETF(FHLC)

NYSE • Last print unknown ago

$81.95—Stale · unknown old

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FHLC(FHLC)

FHLC

Institutional Ownership

Top 532 Institutional Holders

Holder	Shares	Date	Change	% Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.01M	Jun 30, 26	+173.75K	7.36%
Sixth Street Partners Management Company, L.P.	3.01M	Jun 30, 26	+3.01M	7.36%
Lido Advisors, LLC	2.09M	Jun 30, 26	-68.96K	5.12%
AE Wealth Management LLC	1.49M	Jun 30, 26	+108.39K	3.64%
AGF MANAGEMENT LTD	953.89K	Jun 30, 26	+16.17K	2.34%
LPL Financial LLC	882.51K	Jun 30, 26	-55.56K	2.16%
MORGAN STANLEY	581.00K	Jun 30, 26	+53.94K	1.42%
ENVESTNET ASSET MANAGEMENT INC	570.00K	Jun 30, 26	+236.05K	1.40%
COMMONWEALTH EQUITY SERVICES, LLC	392.23K	Jun 30, 26	-15.67K	0.96%
WEATHERLY ASSET MANAGEMENT L. P.	313.28K	Jun 30, 26	+6.81K	0.77%
RAYMOND JAMES FINANCIAL INC	283.05K	Jun 30, 26	+16.31K	0.69%
Cetera Investment Advisers	270.39K	Jun 30, 26	+55.14K	0.66%
Kestra Advisory Services, LLC	269.40K	Jun 30, 26	-18.55K	0.66%
HighMark Wealth Management LLC	254.40K	Jun 30, 26	+254.40K	0.62%
ADVISOR GROUP HOLDINGS, INC.	247.42K	Jun 30, 26	+54.76K	0.61%
ALTFEST L J & CO INC	232.58K	Jun 30, 26	+18.79K	0.57%
TTP Investments, Inc.	230.92K	Jun 30, 26	+230.92K	0.57%
MERCER GLOBAL ADVISORS INC /ADV	218.43K	Jun 30, 26	-15.90K	0.54%
Investors Research Corp	216.14K	Jun 30, 26	-2.11K	0.53%
Heirloom Wealth Management	212.89K	Jun 30, 26	+212.89K	0.52%
Marotta Asset Management	204.24K	Jun 30, 26	+36.80K	0.50%
Buttonwood Financial Advisors Inc.	200.86K	Jun 30, 26	-1.38K	0.49%
Aprio Wealth Management, LLC	186.73K	Jun 30, 26	+523	0.46%
Gimbal Financial	184.97K	Jun 30, 26	+184.97K	0.45%
ASSETMARK, INC	178.83K	Jun 30, 26	+69.80K	0.44%
Fischer Financial Services, Inc.	174.20K	Jun 30, 26	+2.75K	0.43%
WELLS FARGO & COMPANY/MN	170.97K	Jun 30, 26	+14.09K	0.42%
Strengthening Families & Communities, LLC	159.33K	Jun 30, 26	+2.70K	0.39%
Apollon Wealth Management, LLC	153.17K	Jun 30, 26	-63.24K	0.38%
Cambridge Investment Research Advisors, Inc.	124.53K	Jun 30, 26	+3.45K	0.31%
BANK OF AMERICA CORP /DE/	113.83K	Jun 30, 26	-4.58K	0.28%
FMR LLC	113.52K	Jun 30, 26	+5.29K	0.28%
Modern Wealth Management, LLC	113.36K	Jun 30, 26	+1.06K	0.28%
Steward Partners Investment Advisory, LLC	107.23K	Jun 30, 26	+956	0.26%
SPINNAKER TRUST	104.14K	Jun 30, 26	+4.73K	0.26%
Yoder Wealth Management, Inc.	102.13K	Jun 30, 26	+12.20K	0.25%
Adviser Investments LLC	100.77K	Jun 30, 26	-13.41K	0.25%
NewEdge Advisors, LLC	100.27K	Jun 30, 26	+11.55K	0.25%
CITIGROUP INC	98.23K	Jun 30, 26	+11.60K	0.24%
STIFEL FINANCIAL CORP	96.47K	Jun 30, 26	+3.40K	0.24%
Lifeworks Advisors, LLC	95.71K	Jun 30, 26	+2.31K	0.23%
Q3 Asset Management	95.06K	Jun 30, 26	+95.06K	0.23%
Larson Financial Group LLC	94.06K	Jun 30, 26	+205	0.23%
JPMORGAN CHASE & CO	92.16K	Jun 30, 26	+7.07K	0.23%
HighTower Advisors, LLC	91.62K	Jun 30, 26	+77.47K	0.22%
Traynor Capital Management, Inc.	79.86K	Jun 30, 26	-6.19K	0.20%
MML INVESTORS SERVICES, LLC	74.83K	Jun 30, 26	+7.15K	0.18%
Bank of New York Mellon Corp	73.41K	Jun 30, 26	+31.87K	0.18%
Financial Partners Group, Inc	72.73K	Jun 30, 26	-929	0.18%
Kovitz Investment Group Partners, LLC	69.76K	Jun 30, 26	+27.33K	0.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	62.32K	Jun 30, 26	-78.29K	0.15%
Maltin Wealth Management, Inc.	61.85K	Jun 30, 26	+5.30K	0.15%
UBS Group AG	57.65K	Jun 30, 26	+10.65K	0.14%
Janney Montgomery Scott LLC	55.73K	Jun 30, 26	-1.42K	0.14%
Barry Investment Advisors, LLC	55.28K	Jun 30, 26	-1.27K	0.14%
McGlone Suttner Wealth Management, Inc.	53.63K	Jun 30, 26	-19.55K	0.13%
Valmark Advisers, Inc.	52.75K	Jun 30, 26	-69	0.13%
Equitable Holdings, Inc.	51.62K	Jun 30, 26	+7.94K	0.13%
JONES FINANCIAL COMPANIES LLLP	46.93K	Jun 30, 26	+6.52K	0.11%
PRINCIPAL SECURITIES, INC.	44.40K	Jun 30, 26	+3.99K	0.11%
Smith, Salley & Associates	43.26K	Jun 30, 26	-856	0.11%
GOLDMAN SACHS GROUP INC	42.97K	Jun 30, 26	+4.10K	0.11%
Creative Planning	40.79K	Jun 30, 26	+4.49K	0.10%
MAI Capital Management	39.10K	Jun 30, 26	-289	0.10%
LYNCH & ASSOCIATES/IN	38.21K	Jun 30, 26	+2.22K	0.09%
Beckerman Institutional, LLC	35.93K	Jun 30, 26	+1.57K	0.09%
Sigma Planning Corp	35.88K	Jun 30, 26	-15.66K	0.09%
Integrated Wealth Concepts LLC	34.69K	Jun 30, 26	+188	0.08%
Richmond Brothers, Inc.	34.30K	Jun 30, 26	+34.30K	0.08%
ATLAS CAPITAL ADVISORS LLC	33.21K	Jun 30, 26	-7.97K	0.08%
HARBOUR INVESTMENTS, INC.	32.48K	Jun 30, 26	+403	0.08%
Snowden Capital Advisors LLC	32.30K	Jun 30, 26	-232	0.08%
ROYAL BANK OF CANADA	31.05K	Jun 30, 26	-8.44K	0.08%
Mariner, LLC	30.97K	Jun 30, 26	+1.42K	0.08%
Armor Investment Advisors, LLC	30.59K	Jun 30, 26	-752	0.07%
Heck Capital Advisors, LLC	30.37K	Jun 30, 26	-480	0.07%
ROCKLAND TRUST CO	29.38K	Jun 30, 26	-1.33K	0.07%
CX Institutional	29.35K	Jun 30, 26	+2.17K	0.07%
Aspetuck Financial Management LLC	28.87K	Jun 30, 26	+1.29K	0.07%
Ameritas Advisory Services, LLC	26.74K	Jun 30, 26	+5.43K	0.07%
STOCK YARDS BANK & TRUST CO	25.99K	Jun 30, 26	+1.69K	0.06%
KDK Private Wealth Management, LLC	25.95K	Jun 30, 26	-123	0.06%
Jacobs Equity LLC	25.77K	Jun 30, 26	+2.71K	0.06%
Transamerica Financial Advisors, Inc.	25.75K	Jun 30, 26	+19.95K	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.41K	Jun 30, 26	+235	0.06%
Advisory Services Network, LLC	24.83K	Jun 30, 26	+8.13K	0.06%
Beaumont Financial Advisors, LLC	24.69K	Jun 30, 26	-2.05K	0.06%
Roxbury Financial LLC	24.54K	Jun 30, 26	-39	0.06%
Meridian Wealth Management, LLC	23.20K	Jun 30, 26	+8.44K	0.06%
FIFTH THIRD SECURITIES, INC.	22.51K	Jun 30, 26	-1.60K	0.06%
SRS Capital Advisors, Inc.	22.45K	Jun 30, 26	+15.56K	0.05%
J.W. COLE ADVISORS, INC.	22.40K	Jun 30, 26	+22.40K	0.05%
AMERIPRISE FINANCIAL INC	21.85K	Jun 30, 26	+1.20K	0.05%
Maxele Advisors, LLC	21.57K	Jun 30, 26	+21.57K	0.05%
PARK AVENUE SECURITIES LLC	21.53K	Jun 30, 26	+4.33K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.07K	Jun 30, 26	+2.77K	0.05%
Summit Financial, LLC	21.07K	Jun 30, 26	-824	0.05%
Atlas Brown,Inc.	19.59K	Jun 30, 26	-435	0.05%
Prospect Financial Services LLC	18.77K	Jun 30, 26	-290	0.05%
Atria Investments, Inc	18.61K	Jun 30, 26	+12.73K	0.05%
AMERICAN NATIONAL BANK	17.27K	Jun 30, 26	+1.58K	0.04%
Brinker Capital Investments, LLC	17.09K	Jun 30, 26	+1.59K	0.04%
FLOW TRADERS U.S. LLC	16.58K	Jun 30, 26	-13.76K	0.04%
PARTNERS WEALTH MANAGEMENT, LLC	13.94K	Jun 30, 26	-189	0.03%
Elevated Capital Advisors, LLC	13.59K	Jun 30, 26	-8.60K	0.03%
Envestnet Portfolio Solutions, Inc.	13.19K	Jun 30, 26	+4.97K	0.03%
High Point Wealth Management, LLC	13.05K	Jun 30, 26	+43	0.03%
Colony Group, LLC	12.91K	Jun 30, 26	+2.07K	0.03%
Certified Advisory Corp	12.91K	Jun 30, 26	+1.05K	0.03%
Birchcreek Wealth Management, LLC	12.69K	Jun 30, 26	-1.21K	0.03%
Quantinno Capital Management LP	12.47K	Jun 30, 26	-1.15K	0.03%
Retirement Planning Group	12.45K	Jun 30, 26	-295	0.03%
Essex Financial Services, Inc.	11.64K	Jun 30, 26	+2.24K	0.03%
BLUE JEAN FINANCIAL LLC	11.60K	Jun 30, 26	-247	0.03%
Centerline Wealth Advisors, LLC	11.59K	Jun 30, 26	-1.27K	0.03%
Crumly & Associates Inc.	11.47K	Jun 30, 26	+1.46K	0.03%
Independence Financial Advisors, LLC	11.26K	Jun 30, 26	-7.06K	0.03%
Robertson Stephens Wealth Management, LLC	11.25K	Jun 30, 26	+637	0.03%
TANDEM CAPITAL MANAGEMENT CORP /ADV	11.11K	Jun 30, 26	-900	0.03%
Integrated Advisors Network LLC	11.05K	Jun 30, 26	+400	0.03%
Wealthstar Advisors, LLC	11.03K	Jun 30, 26	+18	0.03%
Farther Finance Advisors, LLC	10.98K	Jun 30, 26	+1.54K	0.03%
IFP Advisors, Inc	10.73K	Jun 30, 26	-21	0.03%
Glass Jacobson Investment Advisors llc	10.35K	Jun 30, 26	-466	0.03%
Pathway Financial Advisers, LLC	10.33K	Jun 30, 26	-106	0.03%
Elm3 Financial Group, LLC	10.28K	Jun 30, 26	+4.16K	0.03%
Fisher Asset Management, LLC	10.18K	Jun 30, 26	+84	0.02%
VCI Wealth Management LLC	10.14K	Jun 30, 26	+373	0.02%
Signal Advisors Wealth, LLC	10.06K	Jun 30, 26	+10.06K	0.02%
RFG Advisory, LLC	10.04K	Jun 30, 26	-724	0.02%
Comprehensive Money Management Services LLC	10.02K	Jun 30, 26	+1.58K	0.02%
MISSION WEALTH MANAGEMENT, LP	10.01K	Jun 30, 26	+2	0.02%
Mosley Wealth Management	9.66K	Jun 30, 26	+9.66K	0.02%
TRUIST FINANCIAL CORP	9.38K	Jun 30, 26	+128	0.02%
SOUTHERN CAPITAL ADVISORS, LLC	9.13K	Jun 30, 26	+33	0.02%
Xcel Wealth Management, LLC	8.91K	Jun 30, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	8.79K	Jun 30, 26	+400	0.02%
Sentinus, LLC	8.67K	Jun 30, 26	+3.05K	0.02%
Spire Wealth Management	8.54K	Jun 30, 26	-553	0.02%
Eldridge Investment Advisors, Inc.	8.30K	Jun 30, 26	-421	0.02%
Chicago Partners Investment Group LLC	8.18K	Jun 30, 26	+12	0.02%
PACIFIC SUN FINANCIAL CORP	8.10K	Jun 30, 26	+324	0.02%
Bayshore Capital Advisors, LLC	8.00K	Jun 30, 26	+3.20K	0.02%
Arkadios Wealth Advisors	7.99K	Jun 30, 26	-225	0.02%
Legacy Financial Strategies, LLC	7.99K	Jun 30, 26	-283	0.02%
Private Advisor Group, LLC	7.98K	Jun 30, 26	+4.21K	0.02%
HRT FINANCIAL LP	7.73K	Jun 30, 26	+3.61K	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	7.69K	Jun 30, 26	+695	0.02%
Pathstone Holdings, LLC	7.65K	Jun 30, 26	+1.45K	0.02%
IMA Wealth, Inc.	7.61K	Jun 30, 26	+7.61K	0.02%
ROMAN BUTLER FULLERTON & CO	7.36K	Jun 30, 26	--	0.02%
LexAurum Advisors, LLC	7.29K	Jun 30, 26	+155	0.02%
Merit Financial Group, LLC	7.27K	Jun 30, 26	-848	0.02%
WHALEROCK POINT PARTNERS, LLC	7.23K	Jun 30, 26	+1	0.02%
Wealth Management Associates, Inc.	7.16K	Jun 30, 26	+515	0.02%
WARNER FINANCIAL, INC	7.13K	Jun 30, 26	+25	0.02%
Signature Wealth Management Partners, LLC	7.12K	Jun 30, 26	-3.79K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6.92K	Jun 30, 26	+3.41K	0.02%
Monte Financial Group, LLC	6.92K	Jun 30, 26	+1.64K	0.02%
SMITH CHAS P & ASSOCIATES PA CPAS	6.88K	Jun 30, 26	-26	0.02%
HRC WEALTH MANAGEMENT, LLC	6.78K	Jun 30, 26	-231	0.02%
VICUS CAPITAL	6.72K	Jun 30, 26	-4.98K	0.02%
TBH Global Asset Management, LLC	6.70K	Jun 30, 26	-7	0.02%
MCRAE CAPITAL MANAGEMENT INC	6.66K	Jun 30, 26	+215	0.02%
Elevation Wealth Management LLC	6.64K	Jun 30, 26	+898	0.02%
Centennial Wealth Advisory LLC	6.63K	Jun 30, 26	-77	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.51K	Jun 30, 26	-216	0.02%
TRAPHAGEN INVESTMENT ADVISORS LLC	6.44K	Jun 30, 26	-767	0.02%
Atomi Financial Group, Inc.	6.05K	Jun 30, 26	+203	0.01%
SWMG, LLC	6.00K	Jun 30, 26	+2.08K	0.01%
Demars Financial Group, LLC	6.00K	Jun 30, 26	-30	0.01%
CDM FINANCIAL COUNSELING SERVICES, INC.	5.92K	Jun 30, 26	-975	0.01%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	5.92K	Jun 30, 26	+18	0.01%
OneAscent Financial Services LLC	5.89K	Jun 30, 26	+680	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	5.84K	Jun 30, 26	-163	0.01%
FIRST TRUST ADVISORS LP	5.77K	Jun 30, 26	+5.77K	0.01%
Richard C. Young & CO., LTD.	5.76K	Jun 30, 26	+647	0.01%
DEFINE FINANCIAL, LLC	5.68K	Jun 30, 26	+21	0.01%
LifeSteps Financial, Inc.	5.64K	Jun 30, 26	-172	0.01%
AQR CAPITAL MANAGEMENT LLC	5.64K	Jun 30, 26	+5.64K	0.01%
PUREfi Wealth, LLC	5.60K	Jun 30, 26	--	0.01%
Pensionmark Financial Group, LLC	5.54K	Jun 30, 26	-226	0.01%
Soltis Investment Advisors LLC	5.53K	Jun 30, 26	-63	0.01%
Mascoma Wealth Management LLC	5.48K	Jun 30, 26	-1.06K	0.01%
Partnership Wealth Management, LLC	5.36K	Jun 30, 26	+162	0.01%
CULLEN/FROST BANKERS, INC.	5.33K	Jun 30, 26	+1.78K	0.01%
Ipsen Advisor Group LLC	5.30K	Jun 30, 26	+40	0.01%
Rehmann Capital Advisory Group	5.22K	Jun 30, 26	+7	0.01%
NBC SECURITIES, INC.	5.17K	Jun 30, 26	-387	0.01%
Modera Wealth Management, LLC	5.17K	Jun 30, 26	-37	0.01%
BlackRock, Inc.	5.05K	Jun 30, 26	+327	0.01%
Madison Wealth Partners, Inc	5.01K	Jun 30, 26	+5.01K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	4.99K	Jun 30, 26	+83	0.01%
Baird Financial Group, Inc.	4.99K	Jun 30, 26	--	0.01%
HB Wealth Management, LLC	4.93K	Jun 30, 26	+4.93K	0.01%
Western Wealth Management, LLC	4.81K	Jun 30, 26	-39	0.01%
Valley Brook Capital Group, Inc.	4.77K	Jun 30, 26	+151	0.01%
Tower Research Capital LLC (TRC)	4.68K	Jun 30, 26	-5.57K	0.01%
PFG Advisors	4.65K	Jun 30, 26	+47	0.01%
Savvy Advisors, Inc.	4.64K	Jun 30, 26	-150	0.01%
Calamos Wealth Management LLC	4.57K	Jun 30, 26	--	0.01%
Astra Wealth Partners LLC	4.57K	Jun 30, 26	--	0.01%
Good Harbor Advisors, Inc.	4.54K	Jun 30, 26	--	0.01%
Resources Investment Advisors, LLC.	4.54K	Jun 30, 26	-33.78K	0.01%
WORLD EQUITY GROUP, INC.	4.50K	Jun 30, 26	+4.50K	0.01%
Carr Financial Group Corp	4.46K	Jun 30, 26	-679	0.01%
Boyer Financial Services, Inc.	4.43K	Jun 30, 26	+4.43K	0.01%
AtlasMark Financial, Inc	4.40K	Jun 30, 26	--	0.01%
Eagle Capital Management, LLC	4.37K	Jun 30, 26	--	0.01%
Buska Wealth Management, LLC	4.31K	Jun 30, 26	-475	0.01%
LongView Wealth Management	4.16K	Jun 30, 26	-1.19K	0.01%
Regal Investment Advisors LLC	4.15K	Jun 30, 26	--	0.01%
Fundamentum, LLC	4.15K	Jun 30, 26	--	0.01%
Brookstone Capital Management	4.14K	Jun 30, 26	-22	0.01%
StoneX Group Inc.	4.13K	Jun 30, 26	-2.54K	0.01%
Geneos Wealth Management Inc.	4.04K	Jun 30, 26	--	0.01%
Per Stirling Capital Management, LLC.	4.03K	Jun 30, 26	-21	0.01%
Artemis Wealth Advisors, LLC	3.96K	Jun 30, 26	+13	0.01%
SVB WEALTH LLC	3.94K	Jun 30, 26	+4	0.01%
CI Private Wealth, LLC	3.84K	Jun 30, 26	-100	0.01%
M&T BANK CORP	3.81K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	3.67K	Jun 30, 26	+3.53K	0.01%
Apex Wealth Management, LLC	3.65K	Jun 30, 26	--	0.01%
Gladstone Institutional Advisory LLC	3.65K	Jun 30, 26	-50	0.01%
SWEENEY & MICHEL, LLC	3.62K	Jun 30, 26	+9	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.59K	Jun 30, 26	+667	0.01%
Sowell Financial Services LLC	3.55K	Jun 30, 26	+3.55K	0.01%
River Wealth Advisors LLC	3.53K	Jun 30, 26	-83	0.01%
Savant Capital, LLC	3.43K	Jun 30, 26	+3.43K	0.01%
Foundations Investment Advisors, LLC	3.42K	Jun 30, 26	-385	0.01%
WealthCare Investment Partners, LLC	3.42K	Jun 30, 26	-191	0.01%
Cerity Partners LLC	3.37K	Jun 30, 26	+3.37K	0.01%
CAPTRUST FINANCIAL ADVISORS	3.37K	Jun 30, 26	-643	0.01%
Eley Financial Management, Inc	3.33K	Jun 30, 26	--	0.01%
Mesirow Financial Investment Management, Inc.	3.33K	Jun 30, 26	--	0.01%
Beacon Pointe Advisors, LLC	3.32K	Jun 30, 26	+3.32K	0.01%
D'Orazio & Associates, Inc.	3.18K	Jun 30, 26	--	0.01%
Commonwealth Financial Services, LLC	3.16K	Jun 30, 26	--	0.01%
Glen Eagle Advisors, LLC	3.15K	Jun 30, 26	-261	0.01%
Sovran Advisors, LLC	3.10K	Jun 30, 26	-100	0.01%
PKS Advisory Services, LLC	3.10K	Jun 30, 26	-1.63K	0.01%
Evergreen Wealth Solutions, LLC	3.07K	Jun 30, 26	-334	0.01%
BRIGHTON JONES LLC	3.04K	Jun 30, 26	+9	0.01%
KCM INVESTMENT ADVISORS LLC	3.00K	Jun 30, 26	--	0.01%
AssuredPartners Investment Advisors, LLC	2.97K	Jun 30, 26	-65	0.01%
ALPHA CAPITAL ADVISORS INC /ADV	2.95K	Jun 30, 26	--	0.01%
MONEY CONCEPTS CAPITAL CORP	2.91K	Jun 30, 26	+4	0.01%
EP Wealth Advisors, LLC	2.90K	Jun 30, 26	+2.90K	0.01%
Qube Research & Technologies Ltd	2.90K	Jun 30, 26	+944	0.01%
Continuum Advisory, LLC	2.90K	Jun 30, 26	-17	0.01%
Pallas Capital Advisors LLC	2.90K	Jun 30, 26	+3	0.01%
HBK Sorce Advisory LLC	2.85K	Jun 30, 26	+2.85K	0.01%
CENTAURUS FINANCIAL, INC.	2.84K	Jun 30, 26	+215	0.01%
Redwood Financial Network Corp	2.82K	Jun 30, 26	+2.82K	0.01%
JOHNSON INVESTMENT COUNSEL INC	2.80K	Jun 30, 26	+2.80K	0.01%
Empowered Funds, LLC	2.79K	Jun 30, 26	+2.79K	0.01%
Cambria Investment Management, L.P.	2.79K	Jun 30, 26	+2.79K	0.01%
BIP Wealth, LLC	2.78K	Jun 30, 26	+2.78K	0.01%
Atlantic Union Bankshares Corp	2.74K	Jun 30, 26	+202	0.01%
Sound View Wealth Advisors Group, LLC	2.68K	Jun 30, 26	+2.68K	0.01%
Prasad Wealth Partners, LLC	2.62K	Jun 30, 26	+2.62K	0.01%
LEIGH BALDWIN & CO., LLC	2.61K	Jun 30, 26	+2.61K	0.01%
WESBANCO BANK INC	2.61K	Jun 30, 26	+2.61K	0.01%
Cherry Tree Wealth Management, LLC	2.48K	Jun 30, 26	-2.83K	0.01%
FIFTH THIRD BANCORP	2.48K	Jun 30, 26	-1.32K	0.01%
Piscataqua Savings Bank	2.34K	Jun 30, 26	-1.81K	0.01%
Rosenberg Matthew Hamilton	2.21K	Jun 30, 26	--	0.01%
Allworth Financial LP	2.11K	Jun 30, 26	-543	0.01%
Financial Perspectives, Inc	2.00K	Jun 30, 26	+6	0.00%
SIGNATUREFD, LLC	2.00K	Jun 30, 26	--	0.00%
MONTAG A & ASSOCIATES INC	1.93K	Jun 30, 26	-2.60K	0.00%
BLAIR WILLIAM & CO/IL	1.86K	Jun 30, 26	-207	0.00%
Providence Capital Advisors, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Allied Private Wealth LLC	1.59K	Jun 30, 26	+1.59K	0.00%
Pinnacle Wealth Planning Services, Inc.	1.48K	Jun 30, 26	--	0.00%
VICTORY CAPITAL MANAGEMENT INC	1.40K	Jun 30, 26	+1.40K	0.00%
Golden State Wealth Management, LLC	1.39K	Jun 30, 26	+1.39K	0.00%
CoreCap Advisors, LLC	1.31K	Jun 30, 26	-34	0.00%
Sage Mountain Advisors LLC	1.29K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.12K	Jun 30, 26	+197	0.00%
Buck Wealth Strategies, LLC	1.07K	Jun 30, 26	+1.07K	0.00%
Greykasell Wealth Strategies, Inc.	1.00K	Jun 30, 26	--	0.00%
Anchor Investment Management, LLC	1.00K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	991	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	975	Jun 30, 26	+575	0.00%
BESSEMER GROUP INC	975	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	946	Jun 30, 26	-255	0.00%
Colonial Trust Co / SC	896	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	848	Jun 30, 26	--	0.00%
BOK Financial Private Wealth, Inc.	798	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	780	Jun 30, 26	+2	0.00%
Hanson & Doremus Investment Management	711	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	687	Jun 30, 26	+77	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	686	Jun 30, 26	--	0.00%
IFG Advisory, LLC	665	Jun 30, 26	+665	0.00%
NATIONAL BANK OF CANADA /FI/	650	Jun 30, 26	+449	0.00%
FIRST COMMUNITY TRUST NA	637	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	601	Jun 30, 26	+1	0.00%
Arlington Trust Co LLC	600	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	600	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	553	Jun 30, 26	+22	0.00%
Global Retirement Partners, LLC	530	Jun 30, 26	+530	0.00%
Harbor Asset Planning, Inc.	523	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	519	Jun 30, 26	+519	0.00%
Solstein Capital, LLC	518	Jun 30, 26	--	0.00%
Advocate Investing Services LLC	500	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	500	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	483	Jun 30, 26	--	0.00%
SYM FINANCIAL Corp	468	Jun 30, 26	+468	0.00%
GABLES CAPITAL MANAGEMENT INC.	465	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	451	Jun 30, 26	--	0.00%
Acumen Wealth Advisors, LLC	426	Jun 30, 26	-852	0.00%
Capital Investment Advisory Services, LLC	420	Jun 30, 26	--	0.00%
Asset Planning,Inc	406	Jun 30, 26	--	0.00%
Rossby Financial, LCC	380	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	330	Jun 30, 26	--	0.00%
US BANCORP \DE\	315	Jun 30, 26	+43	0.00%
Center for Financial Planning, Inc.	300	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	290	Jun 30, 26	+1	0.00%
Newbridge Financial Services Group, Inc.	287	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	286	Jun 30, 26	+286	0.00%
Decker Retirement Planning Inc.	277	Jun 30, 26	--	0.00%
Asset Dedication, LLC	275	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	273	Jun 30, 26	-1.50K	0.00%
Downshift Financial, LLC	241	Jun 30, 26	+241	0.00%
Meramec Financial Planners, LLC	241	Jun 30, 26	-154	0.00%
HANTZ FINANCIAL SERVICES, INC.	234	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	233	Jun 30, 26	+233	0.00%
Heritage Wealth Advisors	233	Jun 30, 26	+233	0.00%
EverSource Wealth Advisors, LLC	225	Jun 30, 26	+225	0.00%
BROWN BROTHERS HARRIMAN & CO	224	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	202	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	200	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	200	Jun 30, 26	+200	0.00%
Aptus Capital Advisors, LLC	192	Jun 30, 26	+1	0.00%
Signature Resources Capital Management, LLC	187	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	166	Jun 30, 26	+166	0.00%
Smartleaf Asset Management LLC	163	Jun 30, 26	--	0.00%
Caldwell Trust Co	161	Jun 30, 26	--	0.00%
MOTCO	146	Jun 30, 26	+146	0.00%
Financial Network Wealth Advisors LLC	142	Jun 30, 26	+142	0.00%
Triumph Capital Management	140	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	140	Jun 30, 26	+140	0.00%
Frazier Financial Advisors, LLC	133	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	133	Jun 30, 26	+100	0.00%
Pillar Financial Advisors, LLC	128	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	119	Jun 30, 26	+41	0.00%
Anchor Bay Capital, Inc.	112	Jun 30, 26	+112	0.00%
Abound Wealth Management	108	Jun 30, 26	-19	0.00%
Dunhill Financial, LLC	108	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	108	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	107	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	100	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	100	Jun 30, 26	--	0.00%
Sankala Group LLC	92	Jun 30, 26	-82	0.00%
Hickory Point Bank & Trust	89	Jun 30, 26	--	0.00%
Key Capital Management, INC	89	Jun 30, 26	+85	0.00%
BROWN, LISLE/CUMMINGS, INC.	82	Jun 30, 26	--	0.00%
Tidemark, LLC	80	Jun 30, 26	+33	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	75	Jun 30, 26	-5.07K	0.00%
PRICE T ROWE ASSOCIATES INC /MD/	74	Jun 30, 26	+74	0.00%
MidFirst Bank	67	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	61	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	61	Jun 30, 26	--	0.00%
Main Street Group, LTD	60	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	60	Jun 30, 26	-10	0.00%
Colonial Trust Advisors	50	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	49	Jun 30, 26	--	0.00%
POM Investment Strategies, LLC	46	Jun 30, 26	+46	0.00%
Oakmont Advisory Group, LLC	39	Jun 30, 26	+39	0.00%
CVA Family Office, LLC	31	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	26	Jun 30, 26	+26	0.00%
Kingdom Financial Group LLC.	21	Jun 30, 26	+21	0.00%
Mountain Hill Investment Partners Corp.	20	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	17	Jun 30, 26	--	0.00%
LRI Investments, LLC	13	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	10	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	10	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	8	Jun 30, 26	--	0.00%
Founders Capital Management	6	Jun 30, 26	+1	0.00%
Central Pacific Bank - Trust Division	5	Jun 30, 26	+5	0.00%
Russell Investments Group, Ltd.	4	Jun 30, 26	-282	0.00%
AlphaCore Capital LLC	3	Jun 30, 26	--	0.00%
Mondrian Investment Partners LTD	2	Jun 30, 26	+2	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1	Jun 30, 26	--	0.00%
Quent Capital, LLC	1	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	--	Jun 30, 26	-277	--
Federation des caisses Desjardins du Quebec	--	Jun 30, 26	-8	--
Nova Wealth Management, Inc.	--	Jun 30, 26	-30	--
Mutual Advisors, LLC	--	Jun 30, 26	-4.31K	--
WealthShield Partners, LLC	--	Jun 30, 26	-26	--
Root Financial Partners, LLC	--	Jun 30, 26	-593	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-3.17K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-69.39K	--
M. Kulyk & Associates, LLC	--	Jun 30, 26	-3.59K	--
Minot DeBlois Advisors LLC	--	Jun 30, 26	-47	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-4.02K	--
Point72 Asset Management, L.P.	--	Jun 30, 26	-2.97K	--
Banque Transatlantique SA	--	Jun 30, 26	-26	--
Financial Freedom, LLC	--	Jun 30, 26	-26	--
Empower Advisory Group, LLC	--	Jun 30, 26	-3.22K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-74	--
Evergreen Advisors, LLC	--	Jun 30, 26	-214	--
Calamos Advisors LLC	--	Jun 30, 26	-4.57K	--
Operose Advisors LLC	--	Jun 30, 26	-100	--
Athena Wealth Management, LLC	--	Jun 30, 26	-6.81K	--
DAGCO, INC.	--	Jun 30, 26	-55	--
Truvestments Capital LLC	--	Jun 30, 26	-92	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.88K	--
FRANKLIN RESOURCES INC	--	Jun 30, 26	-167	--
NORTHERN TRUST CORP	--	Jun 30, 26	-3.19K	--
DUNCKER STREETT & CO INC	--	Jun 30, 26	-3	--
Charter Oak Capital Management, LLC	14.58K	Mar 31, 26	-1.97K	0.04%
Sunbelt Securities, Inc.	14.41K	Mar 31, 26	-554	0.04%
Jaffetilchin Investment Partners, LLC	12.77K	Mar 31, 26	-330	0.03%
Claris Financial LLC	7.61K	Mar 31, 26	--	0.02%
CWM, LLC	5.34K	Mar 31, 26	+291	0.01%
Coordinated Financial Services, Inc.	5.03K	Mar 31, 26	-95	0.01%
Anfield Capital Management, LLC	191	Mar 31, 26	+191	0.00%
ARCADIA INVESTMENT MANAGEMENT CORP/MI	--	Mar 31, 26	-20	--
COMERICA BANK	3.60K	Dec 31, 25	--	0.01%
Motiv8 Investments LLC	1.19K	Dec 31, 25	+1.19K	0.00%
CIBC Private Wealth Group, LLC	879	Dec 31, 25	-2	0.00%
Full Sail Capital, LLC	216.34K	Sep 30, 25	-15.45K	0.53%
Court Place Advisors, LLC	9.71K	Sep 30, 25	-450	0.02%
Siligmueller & Norvid Wealth Advisors LLC	6.31K	Sep 30, 25	+6.31K	0.02%
WFA Asset Management Corp	582	Sep 30, 25	+2	0.00%
FSA Wealth Management LLC	532	Sep 30, 25	+2	0.00%
Promus Capital, LLC	140	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	5	Sep 30, 25	+5	0.00%
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-3.44K	--
Exchange Capital Management, Inc.	49.60K	Jun 30, 25	-1.50K	0.12%
Atria Wealth Solutions, Inc.	26.02K	Jun 30, 25	-49.19K	0.06%
Congress Wealth Management LLC / DE /	20.78K	Jun 30, 25	+7.68K	0.05%
AVANTAX ADVISORY SERVICES, INC.	11.13K	Jun 30, 25	-2.97K	0.03%
First Horizon Advisors, Inc.	300	Jun 30, 25	--	0.00%
Moser Wealth Advisors, LLC	77	Jun 30, 25	+77	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	74	Jun 30, 25	+74	0.00%
Capital A Wealth Management, LLC	66	Jun 30, 25	-6	0.00%
Iron Horse Wealth Management, LLC	6	Jun 30, 25	--	0.00%
Summit X, LLC	--	Jun 30, 25	-4.39K	--
Grant/GrossMendelsohn, LLC	45.50K	Mar 31, 25	+41.81K	0.11%
Morningstar Investment Services LLC	37.21K	Mar 31, 25	+37.21K	0.09%
Orion Portfolio Solutions, LLC	20.75K	Mar 31, 25	-801	0.05%
Coordinated Financial Services, Inc./CO	3.91K	Mar 31, 25	+3.91K	0.01%
Spectrum Wealth Counsel, LLC	3.65K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	2.43K	Mar 31, 25	+5	0.01%
Lindbrook Capital, LLC	20	Mar 31, 25	--	0.00%
Quantitative Strategies, Inc.	98.73K	Dec 31, 24	+1.42K	0.24%
TrinityPoint Wealth, LLC	38.78K	Dec 31, 24	-239	0.10%
Raymond James Financial Services Advisors, Inc.	181.79K	Sep 30, 24	+7.72K	0.45%
MONUMENTAL FINANCIAL GROUP INC.	124.05K	Sep 30, 24	+20.85K	0.30%
Halpern Financial, Inc.	27.15K	Sep 30, 24	-21.88K	0.07%
Kowal Investment Group, LLC	23.34K	Sep 30, 24	-215	0.06%
RAYMOND JAMES & ASSOCIATES	17.56K	Sep 30, 24	-142	0.04%
CEDRUS LLC	17.41K	Sep 30, 24	+3.23K	0.04%
Axiom Advisory, LLC	11.01K	Sep 30, 24	+4.40K	0.03%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-9.42K	--
Private Ocean, LLC	408	Jun 30, 24	+408	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	57	Jun 30, 24	--	0.00%
Connectus Wealth, LLC	150.50K	Mar 31, 24	+150.50K	0.37%
Cetera Advisor Networks LLC	136.21K	Mar 31, 24	+42.77K	0.33%
Cetera Advisors LLC	36.11K	Mar 31, 24	+26.17K	0.09%
Atlas Private Wealth Management	3.65K	Mar 31, 24	+10	0.01%
AMERICAN NATIONAL BANK & TRUST CO /VA/	3.17K	Mar 31, 24	+3.17K	0.01%
Baystate Wealth Management LLC	338	Dec 31, 23	+1	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	100	Dec 31, 23	--	0.00%
Bartlett & Co. LLC	--	Dec 31, 23	-34	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	12.74K	Sep 30, 23	-82.68K	0.03%
Sutton Wealth Advisors Inc.	630	Sep 30, 23	--	0.00%
Column Capital Advisors, LLC	98	Sep 30, 23	--	0.00%
PIERSHALE FINANCIAL GROUP, INC.	275	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	175	Jun 30, 23	+25	0.00%
BerganKDV Wealth Management, LLC	140	Jun 30, 23	--	0.00%
Clear Perspectives Financial Planning, LLC	600	Mar 31, 23	-600	0.00%
Sargent Bickham Lagudis LLC	1.66K	Dec 31, 22	+6	0.00%
Karp Capital Management Corp	111.50K	Sep 30, 22	-15.66K	0.27%
55I, LLC	45.06K	Sep 30, 22	-4.84K	0.11%
AGF INVESTMENTS INC.	13.60K	Sep 30, 22	+13.60K	0.03%
Spectrum Management Group, LLC	5.21K	Sep 30, 22	--	0.01%
MILESTONE WEALTH, LLC	5.17K	Sep 30, 22	--	0.01%
Beaumont Financial Partners, LLC	4.83K	Sep 30, 22	--	0.01%
American Portfolios Advisors	2.83K	Sep 30, 22	+268	0.01%
Covington Capital Management	500	Sep 30, 22	--	0.00%
KARLINSKI ANDREW C	356	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	141	Sep 30, 22	--	0.00%
AGF Investments LLC	--	Sep 30, 22	-40	--
ACG Wealth	--	Sep 30, 22	-479	--
Loveless Wealth Management LLC	16.59K	Jun 30, 22	+120	0.04%
KerberRose Wealth Management, LLC	15.68K	Jun 30, 22	+15.68K	0.04%
Lake Point Wealth Management	300	Jun 30, 22	--	0.00%
Cordasco Financial Network	235	Jun 30, 22	+235	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	24.58K	Mar 31, 22	+731	0.06%
KINGS POINT CAPITAL MANAGEMENT	500	Mar 31, 22	--	0.00%
MIRSKY FINANCIAL MANAGEMENT CORP.	4.62K	Dec 31, 21	-86	0.01%
Carroll Financial Associates, Inc.	1.18K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	823	Dec 31, 21	+91	0.00%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-247	--
NorthCoast Asset Management LLC	122.89K	Sep 30, 21	-38.79K	0.30%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	36.77K	Sep 30, 21	-1.22K	0.09%
Ameritas Investment Company, LLC	27.94K	Sep 30, 21	+1.94K	0.07%
FMA ADVISORY INC	9.75K	Sep 30, 21	-611	0.02%
PROFESSIONAL PLANNING	9.39K	Sep 30, 21	-300	0.02%
Filbrandt Wealth Management, LLC	257	Sep 30, 21	-299	0.00%
Geier Asset Management, Inc.	24.62K	Jun 30, 21	+75	0.06%
BEL AIR INVESTMENT ADVISORS LLC	3.66K	Jun 30, 21	--	0.01%
FormulaFolio Investments, LLC	9	Jun 30, 21	--	0.00%
Pinnacle Advisory Group, Inc.	4.77K	Mar 31, 21	+4.77K	0.01%
Winslow, Evans & Crocker, Inc.	135	Dec 31, 20	+30	0.00%
First Allied Advisory Services, Inc.	27.66K	Sep 30, 20	+2.57K	0.07%
Watson Rebecca	18.50K	Sep 30, 20	+3.03K	0.05%
Ruggie Capital Group	277	Sep 30, 20	+277	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	281.97K	Dec 31, 19	-65.02K	0.69%
Advisor Group, Inc.	59.41K	Dec 31, 19	+1.29K	0.15%
CAPITAL ONE, NATIONAL ASSOCIATION	15.56K	Dec 31, 19	+15.56K	0.04%
Sequoia Wealth Management, LLC	--	Dec 31, 19	-4.65K	--
SUNTRUST BANKS INC	108.58K	Sep 30, 19	-1.81K	0.27%
BB&T SECURITIES, LLC	8.20K	Sep 30, 19	-3.98K	0.02%
Guidant Wealth Advisors	1.54K	Sep 30, 19	--	0.00%
COBIZ WEALTH, LLC	14.15K	Jun 30, 19	-32.87K	0.03%
HL FINANCIAL SERVICES LLC	4.89K	Mar 31, 19	-376	0.01%
RAND WEALTH, LLC	130.24K	Sep 30, 18	+543	0.32%
Ken Stern & Associates, Inc.	6.26K	Sep 30, 18	+6.26K	0.02%
ROBERTSON STEPHENS ADVISORS LLC	15.15K	Sep 30, 17	+15.15K	0.04%
Commonwealth Equity Services, Inc	231.49K	Jun 30, 17	-33.66K	0.57%
WFG Advisors, LP	5.07K	Jun 30, 17	+913	0.01%
MSI Financial Services Inc	1.30K	Dec 31, 16	+250	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-8.90K	--
Giralda Advisors, LLC	--	Sep 30, 16	-41.62K	--
SOCIETE GENERALE	12.04K	Jun 30, 16	+12.04K	0.03%
MANAGED ACCOUNT ADVISORS LLC	1.11K	Jun 30, 15	+165	0.00%
UBS AG	--	Sep 30, 14	-175	--

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Holder

Date

Change

% Held

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

3.01M

Jun 30, 26

+173.75K

7.36%

Sixth Street Partners Management Company, L.P.

3.01M

Jun 30, 26

+3.01M

7.36%

Lido Advisors, LLC

2.09M

Jun 30, 26

-68.96K

5.12%

AE Wealth Management LLC

1.49M

Jun 30, 26

+108.39K

3.64%

AGF MANAGEMENT LTD

953.89K

Jun 30, 26

+16.17K

2.34%

LPL Financial LLC

882.51K

Jun 30, 26

-55.56K

2.16%

MORGAN STANLEY

581.00K

Jun 30, 26

+53.94K

1.42%

ENVESTNET ASSET MANAGEMENT INC

570.00K

Jun 30, 26

+236.05K

1.40%

COMMONWEALTH EQUITY SERVICES, LLC

392.23K

Jun 30, 26

-15.67K

0.96%

WEATHERLY ASSET MANAGEMENT L. P.

313.28K

Jun 30, 26

+6.81K

0.77%

RAYMOND JAMES FINANCIAL INC

283.05K

Jun 30, 26

+16.31K

0.69%

Cetera Investment Advisers

270.39K

Jun 30, 26

+55.14K

0.66%

Kestra Advisory Services, LLC

269.40K

Jun 30, 26

-18.55K

0.66%

HighMark Wealth Management LLC

254.40K

Jun 30, 26

+254.40K

0.62%

ADVISOR GROUP HOLDINGS, INC.

247.42K

Jun 30, 26

+54.76K

0.61%

ALTFEST L J & CO INC

232.58K

Jun 30, 26

+18.79K

0.57%

TTP Investments, Inc.

230.92K

Jun 30, 26

+230.92K

0.57%

MERCER GLOBAL ADVISORS INC /ADV

218.43K

Jun 30, 26

-15.90K

0.54%

Investors Research Corp

216.14K

Jun 30, 26

-2.11K

0.53%

Heirloom Wealth Management

212.89K

Jun 30, 26

+212.89K

0.52%

Marotta Asset Management

204.24K

Jun 30, 26

+36.80K

0.50%

Buttonwood Financial Advisors Inc.

200.86K

Jun 30, 26

-1.38K

0.49%

Aprio Wealth Management, LLC

186.73K

Jun 30, 26

+523

0.46%

Gimbal Financial

184.97K

Jun 30, 26

+184.97K

0.45%

ASSETMARK, INC

178.83K

Jun 30, 26

+69.80K

0.44%

Fischer Financial Services, Inc.

174.20K

Jun 30, 26

+2.75K

0.43%

WELLS FARGO & COMPANY/MN

170.97K

Jun 30, 26

+14.09K

0.42%

Strengthening Families & Communities, LLC

159.33K

Jun 30, 26

+2.70K

0.39%

Apollon Wealth Management, LLC

153.17K

Jun 30, 26

-63.24K

0.38%

Cambridge Investment Research Advisors, Inc.

124.53K

Jun 30, 26

+3.45K

0.31%

BANK OF AMERICA CORP /DE/

113.83K

Jun 30, 26

-4.58K

0.28%

FMR LLC

113.52K

Jun 30, 26

+5.29K

0.28%

Modern Wealth Management, LLC

113.36K

Jun 30, 26

+1.06K

0.28%

Steward Partners Investment Advisory, LLC

107.23K

Jun 30, 26

+956

0.26%

SPINNAKER TRUST

104.14K

Jun 30, 26

+4.73K

0.26%

Yoder Wealth Management, Inc.

102.13K

Jun 30, 26

+12.20K

0.25%

Adviser Investments LLC

100.77K

Jun 30, 26

-13.41K

0.25%

NewEdge Advisors, LLC

100.27K

Jun 30, 26

+11.55K

0.25%

CITIGROUP INC

98.23K

Jun 30, 26

+11.60K

0.24%

STIFEL FINANCIAL CORP

96.47K

Jun 30, 26

+3.40K

0.24%

Lifeworks Advisors, LLC

95.71K

Jun 30, 26

+2.31K

0.23%

Q3 Asset Management

95.06K

Jun 30, 26

+95.06K

0.23%

Larson Financial Group LLC

94.06K

Jun 30, 26

+205

0.23%

JPMORGAN CHASE & CO

92.16K

Jun 30, 26

+7.07K

0.23%

HighTower Advisors, LLC

91.62K

Jun 30, 26

+77.47K

0.22%

Traynor Capital Management, Inc.

79.86K

Jun 30, 26

-6.19K

0.20%

MML INVESTORS SERVICES, LLC

74.83K

Jun 30, 26

+7.15K

0.18%

Bank of New York Mellon Corp

73.41K

Jun 30, 26

+31.87K

0.18%

Financial Partners Group, Inc

72.73K

Jun 30, 26

-929

0.18%

Kovitz Investment Group Partners, LLC

69.76K

Jun 30, 26

+27.33K

0.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

62.32K

Jun 30, 26

-78.29K

0.15%

Maltin Wealth Management, Inc.

61.85K

Jun 30, 26

+5.30K

0.15%

UBS Group AG

57.65K

Jun 30, 26

+10.65K

0.14%

Janney Montgomery Scott LLC

55.73K

Jun 30, 26

-1.42K

0.14%

Barry Investment Advisors, LLC

55.28K

Jun 30, 26

-1.27K

0.14%

McGlone Suttner Wealth Management, Inc.

53.63K

Jun 30, 26

-19.55K

0.13%

Valmark Advisers, Inc.

52.75K

Jun 30, 26

-69

0.13%

Equitable Holdings, Inc.

51.62K

Jun 30, 26

+7.94K

0.13%

JONES FINANCIAL COMPANIES LLLP

46.93K

Jun 30, 26

+6.52K

0.11%

PRINCIPAL SECURITIES, INC.

44.40K

Jun 30, 26

+3.99K

0.11%

Smith, Salley & Associates

43.26K

Jun 30, 26

-856

0.11%

GOLDMAN SACHS GROUP INC

42.97K

Jun 30, 26

+4.10K

0.11%

Creative Planning

40.79K

Jun 30, 26

+4.49K

0.10%

MAI Capital Management

39.10K

Jun 30, 26

-289

0.10%

LYNCH & ASSOCIATES/IN

38.21K

Jun 30, 26

+2.22K

0.09%

Beckerman Institutional, LLC

35.93K

Jun 30, 26

+1.57K

0.09%

Sigma Planning Corp

35.88K

Jun 30, 26

-15.66K

0.09%

Integrated Wealth Concepts LLC

34.69K

Jun 30, 26

+188

0.08%

Richmond Brothers, Inc.

34.30K

Jun 30, 26

+34.30K

0.08%

ATLAS CAPITAL ADVISORS LLC

33.21K

Jun 30, 26

-7.97K

0.08%

HARBOUR INVESTMENTS, INC.

32.48K

Jun 30, 26

+403

0.08%

Snowden Capital Advisors LLC

32.30K

Jun 30, 26

-232

0.08%

ROYAL BANK OF CANADA

31.05K

Jun 30, 26

-8.44K

0.08%

Mariner, LLC

30.97K

Jun 30, 26

+1.42K

0.08%

Armor Investment Advisors, LLC

30.59K

Jun 30, 26

-752

0.07%

Heck Capital Advisors, LLC

30.37K

Jun 30, 26

-480

0.07%

ROCKLAND TRUST CO

29.38K

Jun 30, 26

-1.33K

0.07%

CX Institutional

29.35K

Jun 30, 26

+2.17K

0.07%

Aspetuck Financial Management LLC

28.87K

Jun 30, 26

+1.29K

0.07%

Ameritas Advisory Services, LLC

26.74K

Jun 30, 26

+5.43K

0.07%

STOCK YARDS BANK & TRUST CO

25.99K

Jun 30, 26

+1.69K

0.06%

KDK Private Wealth Management, LLC

25.95K

Jun 30, 26

-123

0.06%

Jacobs Equity LLC

25.77K

Jun 30, 26

+2.71K

0.06%

Transamerica Financial Advisors, Inc.

25.75K

Jun 30, 26

+19.95K

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.41K

Jun 30, 26

+235

0.06%

Advisory Services Network, LLC

24.83K

Jun 30, 26

+8.13K

0.06%

Beaumont Financial Advisors, LLC

24.69K

Jun 30, 26

-2.05K

0.06%

Roxbury Financial LLC

24.54K

Jun 30, 26

-39

0.06%

Meridian Wealth Management, LLC

23.20K

Jun 30, 26

+8.44K

0.06%

FIFTH THIRD SECURITIES, INC.

22.51K

Jun 30, 26

-1.60K

0.06%

SRS Capital Advisors, Inc.

22.45K

Jun 30, 26

+15.56K

0.05%

J.W. COLE ADVISORS, INC.

22.40K

Jun 30, 26

+22.40K

0.05%

AMERIPRISE FINANCIAL INC

21.85K

Jun 30, 26

+1.20K

0.05%

Maxele Advisors, LLC

21.57K

Jun 30, 26

+21.57K

0.05%

PARK AVENUE SECURITIES LLC

21.53K

Jun 30, 26

+4.33K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.07K

Jun 30, 26

+2.77K

0.05%

Summit Financial, LLC

21.07K

Jun 30, 26

-824

0.05%

Atlas Brown,Inc.

19.59K

Jun 30, 26

-435

0.05%

Prospect Financial Services LLC

18.77K

Jun 30, 26

-290

0.05%

Atria Investments, Inc

18.61K

Jun 30, 26

+12.73K

0.05%

AMERICAN NATIONAL BANK

17.27K

Jun 30, 26

+1.58K

0.04%

Brinker Capital Investments, LLC

17.09K

Jun 30, 26

+1.59K

0.04%

FLOW TRADERS U.S. LLC

16.58K

Jun 30, 26

-13.76K

0.04%

PARTNERS WEALTH MANAGEMENT, LLC

13.94K

Jun 30, 26

-189

0.03%

Elevated Capital Advisors, LLC

13.59K

Jun 30, 26

-8.60K

0.03%

Envestnet Portfolio Solutions, Inc.

13.19K

Jun 30, 26

+4.97K

0.03%

High Point Wealth Management, LLC

13.05K

Jun 30, 26

+43

0.03%

Colony Group, LLC

12.91K

Jun 30, 26

+2.07K

0.03%

Certified Advisory Corp

12.91K

Jun 30, 26

+1.05K

0.03%

Birchcreek Wealth Management, LLC

12.69K

Jun 30, 26

-1.21K

0.03%

Quantinno Capital Management LP

12.47K

Jun 30, 26

-1.15K

0.03%

Retirement Planning Group

12.45K

Jun 30, 26

-295

0.03%

Essex Financial Services, Inc.

11.64K

Jun 30, 26

+2.24K

0.03%

BLUE JEAN FINANCIAL LLC

11.60K

Jun 30, 26

-247

0.03%

Centerline Wealth Advisors, LLC

11.59K

Jun 30, 26

-1.27K

0.03%

Crumly & Associates Inc.

11.47K

Jun 30, 26

+1.46K

0.03%

Independence Financial Advisors, LLC

11.26K

Jun 30, 26

-7.06K

0.03%

Robertson Stephens Wealth Management, LLC

11.25K

Jun 30, 26

+637

0.03%

TANDEM CAPITAL MANAGEMENT CORP /ADV

11.11K

Jun 30, 26

-900

0.03%

Integrated Advisors Network LLC

11.05K

Jun 30, 26

+400

0.03%

Wealthstar Advisors, LLC

11.03K

Jun 30, 26

+18

0.03%

Farther Finance Advisors, LLC

10.98K

Jun 30, 26

+1.54K

0.03%

IFP Advisors, Inc

10.73K

Jun 30, 26

-21

0.03%

Glass Jacobson Investment Advisors llc

10.35K

Jun 30, 26

-466

0.03%

Pathway Financial Advisers, LLC

10.33K

Jun 30, 26

-106

0.03%

Elm3 Financial Group, LLC

10.28K

Jun 30, 26

+4.16K

0.03%

Fisher Asset Management, LLC

10.18K

Jun 30, 26

+84

0.02%

VCI Wealth Management LLC

10.14K

Jun 30, 26

+373

0.02%

Signal Advisors Wealth, LLC

10.06K

Jun 30, 26

+10.06K

0.02%

RFG Advisory, LLC

10.04K

Jun 30, 26

-724

0.02%

Comprehensive Money Management Services LLC

10.02K

Jun 30, 26

+1.58K

0.02%

MISSION WEALTH MANAGEMENT, LP

10.01K

Jun 30, 26

0.02%

Mosley Wealth Management

9.66K

Jun 30, 26

+9.66K

0.02%

TRUIST FINANCIAL CORP

9.38K

Jun 30, 26

+128

0.02%

SOUTHERN CAPITAL ADVISORS, LLC

9.13K

Jun 30, 26

+33

0.02%

Xcel Wealth Management, LLC

8.91K

Jun 30, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

8.79K

Jun 30, 26

+400

0.02%

Sentinus, LLC

8.67K

Jun 30, 26

+3.05K

0.02%

Spire Wealth Management

8.54K

Jun 30, 26

-553

0.02%

Eldridge Investment Advisors, Inc.

8.30K

Jun 30, 26

-421

0.02%

Chicago Partners Investment Group LLC

8.18K

Jun 30, 26

+12

0.02%

PACIFIC SUN FINANCIAL CORP

8.10K

Jun 30, 26

+324

0.02%

Bayshore Capital Advisors, LLC

8.00K

Jun 30, 26

+3.20K

0.02%

Arkadios Wealth Advisors

7.99K

Jun 30, 26

-225

0.02%

Legacy Financial Strategies, LLC

7.99K

Jun 30, 26

-283

0.02%

Private Advisor Group, LLC

7.98K

Jun 30, 26

+4.21K

0.02%

HRT FINANCIAL LP

7.73K

Jun 30, 26

+3.61K

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

7.69K

Jun 30, 26

+695

0.02%

Pathstone Holdings, LLC

7.65K

Jun 30, 26

+1.45K

0.02%

IMA Wealth, Inc.

7.61K

Jun 30, 26

+7.61K

0.02%

ROMAN BUTLER FULLERTON & CO

7.36K

Jun 30, 26

0.02%

LexAurum Advisors, LLC

7.29K

Jun 30, 26

+155

0.02%

Merit Financial Group, LLC

7.27K

Jun 30, 26

-848

0.02%

WHALEROCK POINT PARTNERS, LLC

7.23K

Jun 30, 26

0.02%

Wealth Management Associates, Inc.

7.16K

Jun 30, 26

+515

0.02%

WARNER FINANCIAL, INC

7.13K

Jun 30, 26

+25

0.02%

Signature Wealth Management Partners, LLC

7.12K

Jun 30, 26

-3.79K

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

6.92K

Jun 30, 26

+3.41K

0.02%

Monte Financial Group, LLC

6.92K

Jun 30, 26

+1.64K

0.02%

SMITH CHAS P & ASSOCIATES PA CPAS

6.88K

Jun 30, 26

-26

0.02%

HRC WEALTH MANAGEMENT, LLC

6.78K

Jun 30, 26

-231

0.02%

VICUS CAPITAL

6.72K

Jun 30, 26

-4.98K

0.02%

TBH Global Asset Management, LLC

6.70K

Jun 30, 26

-7

0.02%

MCRAE CAPITAL MANAGEMENT INC

6.66K

Jun 30, 26

+215

0.02%

Elevation Wealth Management LLC

6.64K

Jun 30, 26

+898

0.02%

Centennial Wealth Advisory LLC

6.63K

Jun 30, 26

-77

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.51K

Jun 30, 26

-216

0.02%

TRAPHAGEN INVESTMENT ADVISORS LLC

6.44K

Jun 30, 26

-767

0.02%

Atomi Financial Group, Inc.

6.05K

Jun 30, 26

+203

0.01%

SWMG, LLC

6.00K

Jun 30, 26

+2.08K

0.01%

Demars Financial Group, LLC

6.00K

Jun 30, 26

-30

0.01%

CDM FINANCIAL COUNSELING SERVICES, INC.

5.92K

Jun 30, 26

-975

0.01%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

5.92K

Jun 30, 26

+18

0.01%

OneAscent Financial Services LLC

5.89K

Jun 30, 26

+680

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

5.84K

Jun 30, 26

-163

0.01%

FIRST TRUST ADVISORS LP

5.77K

Jun 30, 26

+5.77K

0.01%

Richard C. Young & CO., LTD.

5.76K

Jun 30, 26

+647

0.01%

DEFINE FINANCIAL, LLC

5.68K

Jun 30, 26

+21

0.01%

LifeSteps Financial, Inc.

5.64K

Jun 30, 26

-172

0.01%

AQR CAPITAL MANAGEMENT LLC

5.64K

Jun 30, 26

+5.64K

0.01%

PUREfi Wealth, LLC

5.60K

Jun 30, 26

0.01%

Pensionmark Financial Group, LLC

5.54K

Jun 30, 26

-226

0.01%

Soltis Investment Advisors LLC

5.53K

Jun 30, 26

-63

0.01%

Mascoma Wealth Management LLC

5.48K

Jun 30, 26

-1.06K

0.01%

Partnership Wealth Management, LLC

5.36K

Jun 30, 26

+162

0.01%

CULLEN/FROST BANKERS, INC.

5.33K

Jun 30, 26

+1.78K

0.01%

Ipsen Advisor Group LLC

5.30K

Jun 30, 26

+40

0.01%

Rehmann Capital Advisory Group

5.22K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

5.17K

Jun 30, 26

-387

0.01%

Modera Wealth Management, LLC

5.17K

Jun 30, 26

-37

0.01%

BlackRock, Inc.

5.05K

Jun 30, 26

+327

0.01%

Madison Wealth Partners, Inc

5.01K

Jun 30, 26

+5.01K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

4.99K

Jun 30, 26

+83

0.01%

Baird Financial Group, Inc.

4.99K

Jun 30, 26

0.01%

HB Wealth Management, LLC

4.93K

Jun 30, 26

+4.93K

0.01%

Western Wealth Management, LLC

4.81K

Jun 30, 26

-39

0.01%

Valley Brook Capital Group, Inc.

4.77K

Jun 30, 26

+151

0.01%

Tower Research Capital LLC (TRC)

4.68K

Jun 30, 26

-5.57K

0.01%

PFG Advisors

4.65K

Jun 30, 26

+47

0.01%

Savvy Advisors, Inc.

4.64K

Jun 30, 26

-150

0.01%

Calamos Wealth Management LLC

4.57K

Jun 30, 26

0.01%

Astra Wealth Partners LLC

4.57K

Jun 30, 26

0.01%

Good Harbor Advisors, Inc.

4.54K

Jun 30, 26

0.01%

Resources Investment Advisors, LLC.

4.54K

Jun 30, 26

-33.78K

0.01%

WORLD EQUITY GROUP, INC.

4.50K

Jun 30, 26

+4.50K

0.01%

Carr Financial Group Corp

4.46K

Jun 30, 26

-679

0.01%

Boyer Financial Services, Inc.

4.43K

Jun 30, 26

+4.43K

0.01%

AtlasMark Financial, Inc

4.40K

Jun 30, 26

0.01%

Eagle Capital Management, LLC

4.37K

Jun 30, 26

0.01%

Buska Wealth Management, LLC

4.31K

Jun 30, 26

-475

0.01%

LongView Wealth Management

4.16K

Jun 30, 26

-1.19K

0.01%

Regal Investment Advisors LLC

4.15K

Jun 30, 26

0.01%

Fundamentum, LLC

4.15K

Jun 30, 26

0.01%

Brookstone Capital Management

4.14K

Jun 30, 26

-22

0.01%

StoneX Group Inc.

4.13K

Jun 30, 26

-2.54K

0.01%

Geneos Wealth Management Inc.

4.04K

Jun 30, 26

0.01%

Per Stirling Capital Management, LLC.

4.03K

Jun 30, 26

-21

0.01%

Artemis Wealth Advisors, LLC

3.96K

Jun 30, 26

+13

0.01%

SVB WEALTH LLC

3.94K

Jun 30, 26

0.01%

CI Private Wealth, LLC

3.84K

Jun 30, 26

-100

0.01%

M&T BANK CORP

3.81K

Jun 30, 26

0.01%

Waverly Advisors, LLC

3.67K

Jun 30, 26

+3.53K

0.01%

Apex Wealth Management, LLC

3.65K

Jun 30, 26

0.01%

Gladstone Institutional Advisory LLC

3.65K

Jun 30, 26

-50

0.01%

SWEENEY & MICHEL, LLC

3.62K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.59K

Jun 30, 26

+667

0.01%

Sowell Financial Services LLC

3.55K

Jun 30, 26

+3.55K

0.01%

River Wealth Advisors LLC

3.53K

Jun 30, 26

-83

0.01%

Savant Capital, LLC

3.43K

Jun 30, 26

+3.43K

0.01%

Foundations Investment Advisors, LLC

3.42K

Jun 30, 26

-385

0.01%

WealthCare Investment Partners, LLC

3.42K

Jun 30, 26

-191

0.01%

Cerity Partners LLC

3.37K

Jun 30, 26

+3.37K

0.01%

CAPTRUST FINANCIAL ADVISORS

3.37K

Jun 30, 26

-643

0.01%

Eley Financial Management, Inc

3.33K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

3.33K

Jun 30, 26

0.01%

Beacon Pointe Advisors, LLC

3.32K

Jun 30, 26

+3.32K

0.01%

D'Orazio & Associates, Inc.

3.18K

Jun 30, 26

0.01%

Commonwealth Financial Services, LLC

3.16K

Jun 30, 26

0.01%

Glen Eagle Advisors, LLC

3.15K

Jun 30, 26

-261

0.01%

Sovran Advisors, LLC

3.10K

Jun 30, 26

-100

0.01%

PKS Advisory Services, LLC

3.10K

Jun 30, 26

-1.63K

0.01%

Evergreen Wealth Solutions, LLC

3.07K

Jun 30, 26

-334

0.01%

BRIGHTON JONES LLC

3.04K

Jun 30, 26

0.01%

KCM INVESTMENT ADVISORS LLC

3.00K

Jun 30, 26

0.01%

AssuredPartners Investment Advisors, LLC

2.97K

Jun 30, 26

-65

0.01%

ALPHA CAPITAL ADVISORS INC /ADV

2.95K

Jun 30, 26

0.01%

MONEY CONCEPTS CAPITAL CORP

2.91K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

2.90K

Jun 30, 26

+2.90K

0.01%

Qube Research & Technologies Ltd

2.90K

Jun 30, 26

+944

0.01%

Continuum Advisory, LLC

2.90K

Jun 30, 26

-17

0.01%

Pallas Capital Advisors LLC

2.90K

Jun 30, 26

0.01%

HBK Sorce Advisory LLC

2.85K

Jun 30, 26

+2.85K

0.01%

CENTAURUS FINANCIAL, INC.

2.84K

Jun 30, 26

+215

0.01%

Redwood Financial Network Corp

2.82K

Jun 30, 26

+2.82K

0.01%

JOHNSON INVESTMENT COUNSEL INC

2.80K

Jun 30, 26

+2.80K

0.01%

Empowered Funds, LLC

2.79K

Jun 30, 26

+2.79K

0.01%

Cambria Investment Management, L.P.

2.79K

Jun 30, 26

+2.79K

0.01%

BIP Wealth, LLC

2.78K

Jun 30, 26

+2.78K

0.01%

Atlantic Union Bankshares Corp

2.74K

Jun 30, 26

+202

0.01%

Sound View Wealth Advisors Group, LLC

2.68K

Jun 30, 26

+2.68K

0.01%

Prasad Wealth Partners, LLC

2.62K

Jun 30, 26

+2.62K

0.01%

LEIGH BALDWIN & CO., LLC

2.61K

Jun 30, 26

+2.61K

0.01%

WESBANCO BANK INC

2.61K

Jun 30, 26

+2.61K

0.01%

Cherry Tree Wealth Management, LLC

2.48K

Jun 30, 26

-2.83K

0.01%

FIFTH THIRD BANCORP

2.48K

Jun 30, 26

-1.32K

0.01%

Piscataqua Savings Bank

2.34K

Jun 30, 26

-1.81K

0.01%

Rosenberg Matthew Hamilton

2.21K

Jun 30, 26

0.01%

Allworth Financial LP

2.11K

Jun 30, 26

-543

0.01%

Financial Perspectives, Inc

2.00K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

2.00K

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

1.93K

Jun 30, 26

-2.60K

0.00%

BLAIR WILLIAM & CO/IL

1.86K

Jun 30, 26

-207

0.00%

Providence Capital Advisors, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Allied Private Wealth LLC

1.59K

Jun 30, 26

+1.59K

0.00%

Pinnacle Wealth Planning Services, Inc.

1.48K

Jun 30, 26

0.00%

VICTORY CAPITAL MANAGEMENT INC

1.40K

Jun 30, 26

+1.40K

0.00%

Golden State Wealth Management, LLC

1.39K

Jun 30, 26

+1.39K

0.00%

CoreCap Advisors, LLC

1.31K

Jun 30, 26

-34

0.00%

Sage Mountain Advisors LLC

1.29K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.12K

Jun 30, 26

+197

0.00%

Buck Wealth Strategies, LLC

1.07K

Jun 30, 26

+1.07K

0.00%

Greykasell Wealth Strategies, Inc.

1.00K

Jun 30, 26

0.00%

Anchor Investment Management, LLC

1.00K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

991

Jun 30, 26

0.00%

Parallel Advisors, LLC

975

Jun 30, 26

+575

0.00%

BESSEMER GROUP INC

975

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

946

Jun 30, 26

-255

0.00%

Colonial Trust Co / SC

896

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

848

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

798

Jun 30, 26

0.00%

Ancora Advisors, LLC

780

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

711

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

687

Jun 30, 26

+77

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

686

Jun 30, 26

0.00%

IFG Advisory, LLC

665

Jun 30, 26

+665

0.00%

NATIONAL BANK OF CANADA /FI/

650

Jun 30, 26

+449

0.00%

FIRST COMMUNITY TRUST NA

637

Jun 30, 26

0.00%

MATHER GROUP, LLC.

601

Jun 30, 26

0.00%

Arlington Trust Co LLC

600

Jun 30, 26

0.00%

Clearstead Advisors, LLC

600

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

553

Jun 30, 26

+22

0.00%

Global Retirement Partners, LLC

530

Jun 30, 26

+530

0.00%

Harbor Asset Planning, Inc.

523

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

519

Jun 30, 26

+519

0.00%

Solstein Capital, LLC

518

Jun 30, 26

0.00%

Advocate Investing Services LLC

500

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

500

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

483

Jun 30, 26

0.00%

SYM FINANCIAL Corp

468

Jun 30, 26

+468

0.00%

GABLES CAPITAL MANAGEMENT INC.

465

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

451

Jun 30, 26

0.00%

Acumen Wealth Advisors, LLC

426

Jun 30, 26

-852

0.00%

Capital Investment Advisory Services, LLC

420

Jun 30, 26

0.00%

Asset Planning,Inc

406

Jun 30, 26

0.00%

Rossby Financial, LCC

380

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

330

Jun 30, 26

0.00%

US BANCORP \DE\

315

Jun 30, 26

+43

0.00%

Center for Financial Planning, Inc.

300

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

290

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

287

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

286

Jun 30, 26

+286

0.00%

Decker Retirement Planning Inc.

277

Jun 30, 26

0.00%

Asset Dedication, LLC

275

Jun 30, 26

0.00%

HOWE & RUSLING INC

273

Jun 30, 26

-1.50K

0.00%

Downshift Financial, LLC

241

Jun 30, 26

+241

0.00%

Meramec Financial Planners, LLC

241

Jun 30, 26

-154

0.00%

HANTZ FINANCIAL SERVICES, INC.

234

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

233

Jun 30, 26

+233

0.00%

Heritage Wealth Advisors

233

Jun 30, 26

+233

0.00%

EverSource Wealth Advisors, LLC

225

Jun 30, 26

+225

0.00%

BROWN BROTHERS HARRIMAN & CO

224

Jun 30, 26

0.00%

EPG Wealth Management LLC

202

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

200

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

200

Jun 30, 26

+200

0.00%

Aptus Capital Advisors, LLC

192

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

187

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

166

Jun 30, 26

+166

0.00%

Smartleaf Asset Management LLC

163

Jun 30, 26

0.00%

Caldwell Trust Co

161

Jun 30, 26

0.00%

MOTCO

146

Jun 30, 26

+146

0.00%

Financial Network Wealth Advisors LLC

142

Jun 30, 26

+142

0.00%

Triumph Capital Management

140

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

140

Jun 30, 26

+140

0.00%

Frazier Financial Advisors, LLC

133

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

133

Jun 30, 26

+100

0.00%

Pillar Financial Advisors, LLC

128

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

119

Jun 30, 26

+41

0.00%

Anchor Bay Capital, Inc.

112

Jun 30, 26

+112

0.00%

Abound Wealth Management

108

Jun 30, 26

-19

0.00%

Dunhill Financial, LLC

108

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

108

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

107

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

100

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

100

Jun 30, 26

0.00%

Sankala Group LLC

Jun 30, 26

-82

0.00%

Hickory Point Bank & Trust

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

+85

0.00%

BROWN, LISLE/CUMMINGS, INC.

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

+33

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

-5.07K

0.00%

PRICE T ROWE ASSOCIATES INC /MD/

Jun 30, 26

+74

0.00%

MidFirst Bank

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-10

0.00%

Colonial Trust Advisors

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

POM Investment Strategies, LLC

Jun 30, 26

+46

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+39

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

+26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

+21

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

REAP Financial Group, LLC

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-282

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

Mondrian Investment Partners LTD

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

Coston, McIsaac & Partners

Jun 30, 26

-277

Federation des caisses Desjardins du Quebec

Jun 30, 26

-8

Nova Wealth Management, Inc.

Jun 30, 26

-30

Mutual Advisors, LLC

Jun 30, 26

-4.31K

WealthShield Partners, LLC

Jun 30, 26

-26

Root Financial Partners, LLC

Jun 30, 26

-593

JANE STREET GROUP, LLC

Jun 30, 26

-3.17K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-69.39K

M. Kulyk & Associates, LLC

Jun 30, 26

-3.59K

Minot DeBlois Advisors LLC

Jun 30, 26

-47

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-4.02K

Point72 Asset Management, L.P.

Jun 30, 26

-2.97K

Banque Transatlantique SA

Jun 30, 26

-26

Financial Freedom, LLC

Jun 30, 26

-26

Empower Advisory Group, LLC

Jun 30, 26

-3.22K

SIMPLEX TRADING, LLC

Jun 30, 26

-74

Evergreen Advisors, LLC

Jun 30, 26

-214

Calamos Advisors LLC

Jun 30, 26

-4.57K

Operose Advisors LLC

Jun 30, 26

-100

Athena Wealth Management, LLC

Jun 30, 26

-6.81K

DAGCO, INC.

Jun 30, 26

-55

Truvestments Capital LLC

Jun 30, 26

-92

Sound Income Strategies, LLC

Jun 30, 26

-1.88K

FRANKLIN RESOURCES INC

Jun 30, 26

-167

NORTHERN TRUST CORP

Jun 30, 26

-3.19K

DUNCKER STREETT & CO INC

Jun 30, 26

-3

Charter Oak Capital Management, LLC

14.58K

Mar 31, 26

-1.97K

0.04%

Sunbelt Securities, Inc.

14.41K

Mar 31, 26

-554

0.04%

Jaffetilchin Investment Partners, LLC

12.77K

Mar 31, 26

-330

0.03%

Claris Financial LLC

7.61K

Mar 31, 26

0.02%

CWM, LLC

5.34K

Mar 31, 26

+291

0.01%

Coordinated Financial Services, Inc.

5.03K

Mar 31, 26

-95

0.01%

Anfield Capital Management, LLC

191

Mar 31, 26

+191

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Mar 31, 26

-20

COMERICA BANK

3.60K

Dec 31, 25

0.01%

Motiv8 Investments LLC

1.19K

Dec 31, 25

+1.19K

0.00%

CIBC Private Wealth Group, LLC

879

Dec 31, 25

-2

0.00%

Full Sail Capital, LLC

216.34K

Sep 30, 25

-15.45K

0.53%

Court Place Advisors, LLC

9.71K

Sep 30, 25

-450

0.02%

Siligmueller & Norvid Wealth Advisors LLC

6.31K

Sep 30, 25

+6.31K

0.02%

WFA Asset Management Corp

582

Sep 30, 25

0.00%

FSA Wealth Management LLC

532

Sep 30, 25

0.00%

Promus Capital, LLC

140

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

0.00%

Cubist Systematic Strategies, LLC

Sep 30, 25

-3.44K

Exchange Capital Management, Inc.

49.60K

Jun 30, 25

-1.50K

0.12%

Atria Wealth Solutions, Inc.

26.02K

Jun 30, 25

-49.19K

0.06%

Congress Wealth Management LLC / DE /

20.78K

Jun 30, 25

+7.68K

0.05%

AVANTAX ADVISORY SERVICES, INC.

11.13K

Jun 30, 25

-2.97K

0.03%

First Horizon Advisors, Inc.

300

Jun 30, 25

0.00%

Moser Wealth Advisors, LLC

Jun 30, 25

+77

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Jun 30, 25

+74

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-6

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Summit X, LLC

Jun 30, 25

-4.39K

Grant/GrossMendelsohn, LLC

45.50K

Mar 31, 25

+41.81K

0.11%

Morningstar Investment Services LLC

37.21K

Mar 31, 25

+37.21K

0.09%

Orion Portfolio Solutions, LLC

20.75K

Mar 31, 25

-801

0.05%

Coordinated Financial Services, Inc./CO

3.91K

Mar 31, 25

+3.91K

0.01%

Spectrum Wealth Counsel, LLC

3.65K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

2.43K

Mar 31, 25

0.01%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

Quantitative Strategies, Inc.

98.73K

Dec 31, 24

+1.42K

0.24%

TrinityPoint Wealth, LLC

38.78K

Dec 31, 24

-239

0.10%

Raymond James Financial Services Advisors, Inc.

181.79K

Sep 30, 24

+7.72K

0.45%

MONUMENTAL FINANCIAL GROUP INC.

124.05K

Sep 30, 24

+20.85K

0.30%

Halpern Financial, Inc.

27.15K

Sep 30, 24

-21.88K

0.07%

Kowal Investment Group, LLC

23.34K

Sep 30, 24

-215

0.06%

RAYMOND JAMES & ASSOCIATES

17.56K

Sep 30, 24

-142

0.04%

CEDRUS LLC

17.41K

Sep 30, 24

+3.23K

0.04%

Axiom Advisory, LLC

11.01K

Sep 30, 24

+4.40K

0.03%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-9.42K

Private Ocean, LLC

408

Jun 30, 24

+408

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

0.00%

Connectus Wealth, LLC

150.50K

Mar 31, 24

+150.50K

0.37%

Cetera Advisor Networks LLC

136.21K

Mar 31, 24

+42.77K

0.33%

Cetera Advisors LLC

36.11K

Mar 31, 24

+26.17K

0.09%

Atlas Private Wealth Management

3.65K

Mar 31, 24

+10

0.01%

AMERICAN NATIONAL BANK & TRUST CO /VA/

3.17K

Mar 31, 24

+3.17K

0.01%

Baystate Wealth Management LLC

338

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

100

Dec 31, 23

0.00%

Bartlett & Co. LLC

Dec 31, 23

-34

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

12.74K

Sep 30, 23

-82.68K

0.03%

Sutton Wealth Advisors Inc.

630

Sep 30, 23

0.00%

Column Capital Advisors, LLC

Sep 30, 23

0.00%

PIERSHALE FINANCIAL GROUP, INC.

275

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

175

Jun 30, 23

+25

0.00%

BerganKDV Wealth Management, LLC

140

Jun 30, 23

0.00%

Clear Perspectives Financial Planning, LLC

600

Mar 31, 23

-600

0.00%

Sargent Bickham Lagudis LLC

1.66K

Dec 31, 22

0.00%

Karp Capital Management Corp

111.50K

Sep 30, 22

-15.66K

0.27%

55I, LLC

45.06K

Sep 30, 22

-4.84K

0.11%

AGF INVESTMENTS INC.

13.60K

Sep 30, 22

+13.60K

0.03%

Spectrum Management Group, LLC

5.21K

Sep 30, 22

0.01%

MILESTONE WEALTH, LLC

5.17K

Sep 30, 22

0.01%

Beaumont Financial Partners, LLC

4.83K

Sep 30, 22

0.01%

American Portfolios Advisors

2.83K

Sep 30, 22

+268

0.01%

Covington Capital Management

500

Sep 30, 22

0.00%

KARLINSKI ANDREW C

356

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

141

Sep 30, 22

0.00%

AGF Investments LLC

Sep 30, 22

-40

ACG Wealth

Sep 30, 22

-479

Loveless Wealth Management LLC

16.59K

Jun 30, 22

+120

0.04%

KerberRose Wealth Management, LLC

15.68K

Jun 30, 22

+15.68K

0.04%

Lake Point Wealth Management

300

Jun 30, 22

0.00%

Cordasco Financial Network

235

Jun 30, 22

+235

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

24.58K

Mar 31, 22

+731

0.06%

KINGS POINT CAPITAL MANAGEMENT

500

Mar 31, 22

0.00%

MIRSKY FINANCIAL MANAGEMENT CORP.

4.62K

Dec 31, 21

-86

0.01%

Carroll Financial Associates, Inc.

1.18K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

823

Dec 31, 21

+91

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-247

NorthCoast Asset Management LLC

122.89K

Sep 30, 21

-38.79K

0.30%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

36.77K

Sep 30, 21

-1.22K

0.09%

Ameritas Investment Company, LLC

27.94K

Sep 30, 21

+1.94K

0.07%

FMA ADVISORY INC

9.75K

Sep 30, 21

-611

0.02%

PROFESSIONAL PLANNING

9.39K

Sep 30, 21

-300

0.02%

Filbrandt Wealth Management, LLC

257

Sep 30, 21

-299

0.00%

Geier Asset Management, Inc.

24.62K

Jun 30, 21

+75

0.06%

BEL AIR INVESTMENT ADVISORS LLC

3.66K

Jun 30, 21

0.01%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

Pinnacle Advisory Group, Inc.

4.77K

Mar 31, 21

+4.77K

0.01%

Winslow, Evans & Crocker, Inc.

135

Dec 31, 20

+30

0.00%

First Allied Advisory Services, Inc.

27.66K

Sep 30, 20

+2.57K

0.07%

Watson Rebecca

18.50K

Sep 30, 20

+3.03K

0.05%

Ruggie Capital Group

277

Sep 30, 20

+277

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

281.97K

Dec 31, 19

-65.02K

0.69%

Advisor Group, Inc.

59.41K

Dec 31, 19

+1.29K

0.15%

CAPITAL ONE, NATIONAL ASSOCIATION

15.56K

Dec 31, 19

+15.56K

0.04%

Sequoia Wealth Management, LLC

Dec 31, 19

-4.65K

SUNTRUST BANKS INC

108.58K

Sep 30, 19

-1.81K

0.27%

BB&T SECURITIES, LLC

8.20K

Sep 30, 19

-3.98K

0.02%

Guidant Wealth Advisors

1.54K

Sep 30, 19

0.00%

COBIZ WEALTH, LLC

14.15K

Jun 30, 19

-32.87K

0.03%

HL FINANCIAL SERVICES LLC

4.89K

Mar 31, 19

-376

0.01%

RAND WEALTH, LLC

130.24K

Sep 30, 18

+543

0.32%

Ken Stern & Associates, Inc.

6.26K

Sep 30, 18

+6.26K

0.02%

ROBERTSON STEPHENS ADVISORS LLC

15.15K

Sep 30, 17

+15.15K

0.04%

Commonwealth Equity Services, Inc

231.49K

Jun 30, 17

-33.66K

0.57%

WFG Advisors, LP

5.07K

Jun 30, 17

+913

0.01%

MSI Financial Services Inc

1.30K

Dec 31, 16

+250

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-8.90K

Giralda Advisors, LLC

Sep 30, 16

-41.62K

SOCIETE GENERALE

12.04K

Jun 30, 16

+12.04K

0.03%

MANAGED ACCOUNT ADVISORS LLC

1.11K

Jun 30, 15

+165

0.00%

UBS AG

Sep 30, 14

-175