FIW(FIW)
FIW
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.00M | Jun 30, 26 | -6.36K | 5.86% |
| LPL Financial LLC | 914.51K | Jun 30, 26 | -34.39K | 5.35% |
| BANK OF AMERICA CORP /DE/ | 528.80K | Jun 30, 26 | +16.71K | 3.09% |
| WELLS FARGO & COMPANY/MN | 316.76K | Jun 30, 26 | +8.23K | 1.85% |
| COMMONWEALTH EQUITY SERVICES, LLC | 309.46K | Jun 30, 26 | +15.68K | 1.81% |
| RAYMOND JAMES FINANCIAL INC | 281.08K | Jun 30, 26 | +10.71K | 1.64% |
| Polianta Ltd | 267.70K | Jun 30, 26 | -- | 1.57% |
| STIFEL FINANCIAL CORP | 232.53K | Jun 30, 26 | +30.16K | 1.36% |
| ENVESTNET ASSET MANAGEMENT INC | 218.43K | Jun 30, 26 | -7.70K | 1.28% |
| UBS Group AG | 216.37K | Jun 30, 26 | -8.11K | 1.27% |
| Cetera Investment Advisers | 209.52K | Jun 30, 26 | +15.39K | 1.23% |
| ROYAL BANK OF CANADA | 201.24K | Jun 30, 26 | +28.90K | 1.18% |
| Evelyn Partners Group Ltd | 188.23K | Jun 30, 26 | +188.23K | 1.10% |
| 1832 Asset Management L.P. | 177.70K | Jun 30, 26 | -- | 1.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 162.47K | Jun 30, 26 | +21.23K | 0.95% |
| AMERIPRISE FINANCIAL INC | 161.17K | Jun 30, 26 | -35.12K | 0.94% |
| Ameritas Advisory Services, LLC | 157.88K | Jun 30, 26 | +47.04K | 0.92% |
| ADVISOR GROUP HOLDINGS, INC. | 118.54K | Jun 30, 26 | +5.75K | 0.69% |
| Clearwater Capital Advisors, LLC | 114.75K | Jun 30, 26 | +1.79K | 0.67% |
| BNP PARIBAS ARBITRAGE, SNC | 100.00K | Jun 30, 26 | +50.00K | 0.59% |
| Cambridge Investment Research Advisors, Inc. | 97.95K | Jun 30, 26 | -909 | 0.57% |
| TRUIST FINANCIAL CORP | 81.64K | Jun 30, 26 | -6.12K | 0.48% |
| SRS Capital Advisors, Inc. | 68.51K | Jun 30, 26 | +787 | 0.40% |
| US BANCORP \DE\ | 66.25K | Jun 30, 26 | +637 | 0.39% |
| Kestra Advisory Services, LLC | 65.59K | Jun 30, 26 | -9.49K | 0.38% |
| Mainsail Financial Group, LLC | 64.38K | Jun 30, 26 | +10.79K | 0.38% |
| Wealthcare Advisory Partners LLC | 64.35K | Jun 30, 26 | +9.04K | 0.38% |
| Janney Montgomery Scott LLC | 56.32K | Jun 30, 26 | +5.44K | 0.33% |
| Private Advisor Group, LLC | 53.74K | Jun 30, 26 | -5.42K | 0.31% |
| CARY STREET PARTNERS FINANCIAL LLC | 51.54K | Jun 30, 26 | +51.54K | 0.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50.33K | Jun 30, 26 | +7.37K | 0.29% |
| White Pine Investment CO | 49.31K | Jun 30, 26 | +1.50K | 0.29% |
| BIP Wealth, LLC | 49.26K | Jun 30, 26 | +17.70K | 0.29% |
| HighPoint Advisor Group LLC | 47.14K | Jun 30, 26 | +484 | 0.28% |
| Modern Wealth Management, LLC | 45.97K | Jun 30, 26 | -6.47K | 0.27% |
| MML INVESTORS SERVICES, LLC | 45.83K | Jun 30, 26 | +9.21K | 0.27% |
| Sigma Planning Corp | 45.72K | Jun 30, 26 | +1.14K | 0.27% |
| ARKANSAS FINANCIAL GROUP, INC. | 44.81K | Jun 30, 26 | -1.00K | 0.26% |
| Prism Advisors, Inc. | 44.48K | Jun 30, 26 | -1.36K | 0.26% |
| Chicago Partners Investment Group LLC | 43.87K | Jun 30, 26 | -4.36K | 0.26% |
| NATIONAL BANK OF CANADA /FI/ | 40.87K | Jun 30, 26 | -855 | 0.24% |
| BENJAMIN EDWARDS INC | 39.27K | Jun 30, 26 | +4.80K | 0.23% |
| Prospera Financial Services Inc | 35.73K | Jun 30, 26 | +12.78K | 0.21% |
| Raab & Moskowitz Asset Management LLC | 33.01K | Jun 30, 26 | +794 | 0.19% |
| GOLDMAN SACHS GROUP INC | 32.70K | Jun 30, 26 | +24.60K | 0.19% |
| FIFTH THIRD BANCORP | 31.21K | Jun 30, 26 | +1.02K | 0.18% |
| Harel Insurance Investments & Financial Services Ltd. | 29.39K | Jun 30, 26 | +6.20K | 0.17% |
| Waverly Advisors, LLC | 28.81K | Jun 30, 26 | +1.94K | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.05K | Jun 30, 26 | -49.75K | 0.16% |
| SACKS & ASSOCIATES, LLC | 27.20K | Jun 30, 26 | +563 | 0.16% |
| WILLIAM JOHN SEMPOLINSKI | 26.59K | Jun 30, 26 | +2.21K | 0.16% |
| HighTower Advisors, LLC | 24.63K | Jun 30, 26 | -7.84K | 0.14% |
| Integrated Wealth Concepts LLC | 24.33K | Jun 30, 26 | -13.16K | 0.14% |
| OPPENHEIMER & CO INC | 23.96K | Jun 30, 26 | +7.52K | 0.14% |
| JPMORGAN CHASE & CO | 23.21K | Jun 30, 26 | +1.00K | 0.14% |
| Farrow Financial Inc. | 23.07K | Jun 30, 26 | -3 | 0.13% |
| Sanctuary Advisors, LLC | 22.92K | Jun 30, 26 | +1.34K | 0.13% |
| Colony Group, LLC | 22.36K | Jun 30, 26 | -171 | 0.13% |
| Equitable Holdings, Inc. | 22.28K | Jun 30, 26 | +3.56K | 0.13% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 22.27K | Jun 30, 26 | -283 | 0.13% |
| Cornerstone Wealth Management, LLC | 20.43K | Jun 30, 26 | +1.16K | 0.12% |
| RFG - Bristol Wealth Advisors, LLC | 20.13K | Jun 30, 26 | -3.66K | 0.12% |
| BANK OF MONTREAL /CAN/ | 19.89K | Jun 30, 26 | -23.21K | 0.12% |
| Beacon Pointe Advisors, LLC | 19.45K | Jun 30, 26 | +11.55K | 0.11% |
| Global Retirement Partners, LLC | 18.31K | Jun 30, 26 | +18.31K | 0.11% |
| Eagle Strategies LLC | 18.25K | Jun 30, 26 | -744 | 0.11% |
| Bison Wealth, LLC | 18.09K | Jun 30, 26 | -450 | 0.11% |
| Vestmark Advisory Solutions, Inc. | 18.04K | Jun 30, 26 | -16.54K | 0.11% |
| FIDUCIARY TRUST CO | 17.98K | Jun 30, 26 | -250 | 0.11% |
| FIFTH THIRD SECURITIES, INC. | 17.91K | Jun 30, 26 | +1.39K | 0.10% |
| COZAD ASSET MANAGEMENT INC | 17.63K | Jun 30, 26 | +244 | 0.10% |
| MAI Capital Management | 17.34K | Jun 30, 26 | +16.17K | 0.10% |
| Stonebridge Financial Planning Group, LLC | 17.07K | Jun 30, 26 | -698 | 0.10% |
| LeClair Wealth Partners LLC | 16.36K | Jun 30, 26 | +16.36K | 0.10% |
| SIMON QUICK ADVISORS, LLC | 16.07K | Jun 30, 26 | +43 | 0.09% |
| Financial Enhancement Group LLC | 15.90K | Jun 30, 26 | -261 | 0.09% |
| Steward Partners Investment Advisory, LLC | 15.80K | Jun 30, 26 | -27.80K | 0.09% |
| Davis Investment Partners, LLC | 15.57K | Jun 30, 26 | +2 | 0.09% |
| Cornerstone Management, Inc. | 15.22K | Jun 30, 26 | -- | 0.09% |
| CORRADO ADVISORS, LLC | 15.14K | Jun 30, 26 | +311 | 0.09% |
| CIBC WORLD MARKET INC. | 14.92K | Jun 30, 26 | +398 | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14.59K | Jun 30, 26 | +519 | 0.09% |
| Prime Capital Investment Advisors, LLC | 14.45K | Jun 30, 26 | -270 | 0.08% |
| Acorn Wealth Advisors, LLC | 14.18K | Jun 30, 26 | +392 | 0.08% |
| Ipsen Advisor Group LLC | 13.63K | Jun 30, 26 | +1.30K | 0.08% |
| D.A. DAVIDSON & CO. | 13.51K | Jun 30, 26 | -1.05K | 0.08% |
| BLVD Private Wealth, LLC | 13.48K | Jun 30, 26 | +953 | 0.08% |
| Summit Financial, LLC | 13.27K | Jun 30, 26 | -871 | 0.08% |
| Mariner, LLC | 12.79K | Jun 30, 26 | +316 | 0.07% |
| NewEdge Advisors, LLC | 12.67K | Jun 30, 26 | +47 | 0.07% |
| Morey & Quinn Wealth Partners, LLC | 12.35K | Jun 30, 26 | +44 | 0.07% |
| Sound Income Strategies, LLC | 12.15K | Jun 30, 26 | -312 | 0.07% |
| FMR LLC | 12.01K | Jun 30, 26 | +325 | 0.07% |
| Golden State Wealth Management, LLC | 11.59K | Jun 30, 26 | +11.29K | 0.07% |
| Sage Capital Management, LLC | 11.36K | Jun 30, 26 | -240 | 0.07% |
| Moors & Cabot, Inc. | 11.35K | Jun 30, 26 | -2.24K | 0.07% |
| Modera Wealth Management, LLC | 11.14K | Jun 30, 26 | -198 | 0.07% |
| Stratos Wealth Partners, LTD. | 11.00K | Jun 30, 26 | +357 | 0.06% |
| PFG Advisors | 11.00K | Jun 30, 26 | -338 | 0.06% |
| Western Wealth Management, LLC | 10.79K | Jun 30, 26 | +78 | 0.06% |
| ARQ WEALTH ADVISORS, LLC | 10.75K | Jun 30, 26 | +1.86K | 0.06% |
| HARBOUR INVESTMENTS, INC. | 10.33K | Jun 30, 26 | -429 | 0.06% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 10.17K | Jun 30, 26 | -175 | 0.06% |
| Rockefeller Capital Management L.P. | 10.02K | Jun 30, 26 | -7.59K | 0.06% |
| Signal Advisors Wealth, LLC | 9.80K | Jun 30, 26 | +9.80K | 0.06% |
| Stegent Equity Advisors, Inc. | 9.79K | Jun 30, 26 | -400 | 0.06% |
| BRYN MAWR TRUST Co | 9.71K | Jun 30, 26 | -194 | 0.06% |
| Capital Investment Advisory Services, LLC | 9.69K | Jun 30, 26 | +412 | 0.06% |
| Platform Technology Partners | 9.50K | Jun 30, 26 | -- | 0.06% |
| StoneX Group Inc. | 9.30K | Jun 30, 26 | +647 | 0.05% |
| FLAGSTAR ADVISORS INC. | 9.15K | Jun 30, 26 | -2.69K | 0.05% |
| MTM Investment Management, LLC | 8.98K | Jun 30, 26 | -200 | 0.05% |
| SMITH, MOORE & CO. | 8.73K | Jun 30, 26 | +235 | 0.05% |
| Clear Creek Financial Management, LLC | 8.60K | Jun 30, 26 | -1.42K | 0.05% |
| Ausdal Financial Partners, Inc. | 8.43K | Jun 30, 26 | -1.18K | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 8.36K | Jun 30, 26 | +3.70K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.34K | Jun 30, 26 | +71 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.33K | Jun 30, 26 | -3.89K | 0.05% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 8.00K | Jun 30, 26 | -- | 0.05% |
| AMERIFLEX GROUP, INC. | 7.96K | Jun 30, 26 | +7.79K | 0.05% |
| Pensionmark Financial Group, LLC | 7.96K | Jun 30, 26 | -2 | 0.05% |
| Concurrent Investment Advisors, LLC | 7.85K | Jun 30, 26 | +1.49K | 0.05% |
| NATURAL INVESTMENTS, LLC | 7.85K | Jun 30, 26 | +1.34K | 0.05% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.72K | Jun 30, 26 | -1.87K | 0.05% |
| CreativeOne Wealth, LLC | 7.43K | Jun 30, 26 | +1.18K | 0.04% |
| LexAurum Advisors, LLC | 7.41K | Jun 30, 26 | -36.64K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.24K | Jun 30, 26 | +400 | 0.04% |
| MGO ONE SEVEN LLC | 6.84K | Jun 30, 26 | -860 | 0.04% |
| Legacy Edge Advisors, LLC | 6.77K | Jun 30, 26 | +64 | 0.04% |
| Creative Planning | 6.69K | Jun 30, 26 | +287 | 0.04% |
| KFG WEALTH MANAGEMENT, LLC | 6.65K | Jun 30, 26 | +806 | 0.04% |
| PFG Investments, LLC | 6.64K | Jun 30, 26 | +414 | 0.04% |
| Comprehensive Money Management Services LLC | 6.63K | Jun 30, 26 | +500 | 0.04% |
| J.W. COLE ADVISORS, INC. | 6.57K | Jun 30, 26 | -1.24K | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.40K | Jun 30, 26 | -1.57K | 0.04% |
| First Heartland Consultants, Inc. | 6.24K | Jun 30, 26 | -94 | 0.04% |
| Advyzon Investment Management, LLC | 6.16K | Jun 30, 26 | +6.16K | 0.04% |
| WEDBUSH SECURITIES INC | 6.15K | Jun 30, 26 | +86 | 0.04% |
| NBC SECURITIES, INC. | 6.08K | Jun 30, 26 | +7 | 0.04% |
| FreeGulliver LLC | 6.06K | Jun 30, 26 | -2.01K | 0.04% |
| Mascoma Wealth Management LLC | 6.02K | Jun 30, 26 | +9 | 0.04% |
| Financial Management, Inc. | 5.96K | Jun 30, 26 | +11 | 0.03% |
| Regal Investment Advisors LLC | 5.82K | Jun 30, 26 | -47 | 0.03% |
| Dynamic Advisor Solutions LLC | 5.80K | Jun 30, 26 | +243 | 0.03% |
| Van Diest Capital, LLC | 5.80K | Jun 30, 26 | +2.78K | 0.03% |
| PRINCIPAL SECURITIES, INC. | 5.77K | Jun 30, 26 | +597 | 0.03% |
| Ignite Planners, LLC | 5.67K | Jun 30, 26 | +199 | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.60K | Jun 30, 26 | +888 | 0.03% |
| BLUEDOOR PRIVATE WEALTH, LLC | 5.59K | Jun 30, 26 | +1.89K | 0.03% |
| FLOW TRADERS U.S. LLC | 5.54K | Jun 30, 26 | +5.54K | 0.03% |
| Annis Gardner Whiting Capital Advisors, LLC | 5.41K | Jun 30, 26 | -- | 0.03% |
| Kingsview Wealth Management, LLC | 5.30K | Jun 30, 26 | -531 | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.29K | Jun 30, 26 | -144 | 0.03% |
| Baird Financial Group, Inc. | 5.11K | Jun 30, 26 | -920 | 0.03% |
| Farther Finance Advisors, LLC | 4.87K | Jun 30, 26 | +480 | 0.03% |
| WEALTH EFFECTS LLC | 4.72K | Jun 30, 26 | +351 | 0.03% |
| NFP Retirement, Inc. | 4.68K | Jun 30, 26 | +6 | 0.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 4.61K | Jun 30, 26 | +694 | 0.03% |
| TITLEIST ASSET MANAGEMENT, LLC | 4.46K | Jun 30, 26 | -740 | 0.03% |
| PRESILIUM PRIVATE WEALTH, LLC | 4.45K | Jun 30, 26 | +4.45K | 0.03% |
| Perissos Private Wealth Management, LLC | 4.43K | Jun 30, 26 | +2 | 0.03% |
| Princeton Global Asset Management LLC | 4.40K | Jun 30, 26 | +552 | 0.03% |
| DELTA CAPITAL MANAGEMENT LLC | 4.40K | Jun 30, 26 | -- | 0.03% |
| Arkadios Wealth Advisors | 4.38K | Jun 30, 26 | -1.31K | 0.03% |
| Sunpointe, LLC | 4.37K | Jun 30, 26 | +4.37K | 0.03% |
| Proactive Wealth Strategies LLC | 4.34K | Jun 30, 26 | +8 | 0.03% |
| Walkner Condon Financial Advisors LLC | 4.28K | Jun 30, 26 | +122 | 0.03% |
| Kesler, Norman & Wride, LLC | 4.23K | Jun 30, 26 | -46 | 0.02% |
| Advisory Services Network, LLC | 4.21K | Jun 30, 26 | -62 | 0.02% |
| Merit Financial Group, LLC | 4.12K | Jun 30, 26 | +346 | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.02K | Jun 30, 26 | +4.02K | 0.02% |
| Tactive Advisors, LLC | 3.94K | Jun 30, 26 | +366 | 0.02% |
| Trinity Legacy Partners, LLC | 3.91K | Jun 30, 26 | +6 | 0.02% |
| WealthPlan Investment Management, LLC | 3.88K | Jun 30, 26 | -- | 0.02% |
| Miracle Mile Advisors, LLC | 3.78K | Jun 30, 26 | -22 | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.78K | Jun 30, 26 | -264 | 0.02% |
| Savvy Advisors, Inc. | 3.76K | Jun 30, 26 | -69 | 0.02% |
| SFI Advisors, LLC | 3.68K | Jun 30, 26 | -343 | 0.02% |
| Retirement Planning Group | 3.56K | Jun 30, 26 | +1.05K | 0.02% |
| Jacobi Capital Management LLC | 3.55K | Jun 30, 26 | +6 | 0.02% |
| BROWN ADVISORY INC | 3.50K | Jun 30, 26 | -1.00K | 0.02% |
| Nova R Wealth, Inc. | 3.46K | Jun 30, 26 | -760 | 0.02% |
| Bryn Mawr Capital Management, LLC | 3.40K | Jun 30, 26 | -464 | 0.02% |
| CoreCap Advisors, LLC | 3.37K | Jun 30, 26 | -14 | 0.02% |
| XCELSIOR ADVISOR PARTNERS LLC | 3.31K | Jun 30, 26 | +3.31K | 0.02% |
| Aprio Wealth Management, LLC | 3.11K | Jun 30, 26 | -3 | 0.02% |
| Ameritas Investment Partners, Inc. | 3.10K | Jun 30, 26 | +238 | 0.02% |
| Triad Wealth Partners, LLC | 3.07K | Jun 30, 26 | -828 | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3.03K | Jun 30, 26 | -251 | 0.02% |
| Stratos Wealth Advisors, LLC | 3.01K | Jun 30, 26 | -147 | 0.02% |
| Selective Wealth Management, Inc. | 2.85K | Jun 30, 26 | +1 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 2.84K | Jun 30, 26 | +308 | 0.02% |
| Dash Acquisitions Inc. | 2.84K | Jun 30, 26 | +40 | 0.02% |
| CITIGROUP INC | 2.73K | Jun 30, 26 | -38 | 0.02% |
| Wealthfront Advisers LLC | 2.71K | Jun 30, 26 | -93 | 0.02% |
| Tudor Financial Inc. | 2.71K | Jun 30, 26 | -- | 0.02% |
| PACIFIC SUN FINANCIAL CORP | 2.64K | Jun 30, 26 | +10 | 0.02% |
| Mason & Associates Inc | 2.59K | Jun 30, 26 | -- | 0.02% |
| Summit Place Financial Advisors, LLC | 2.57K | Jun 30, 26 | +2.57K | 0.02% |
| Sowell Financial Services LLC | 2.56K | Jun 30, 26 | -105 | 0.02% |
| Parallel Advisors, LLC | 2.54K | Jun 30, 26 | +825 | 0.01% |
| Tower Research Capital LLC (TRC) | 2.42K | Jun 30, 26 | -7.71K | 0.01% |
| Grantvest Financial Group LLC | 2.41K | Jun 30, 26 | -18 | 0.01% |
| Global Assets Advisory, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| Tempus Wealth Planning, LLC | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| BRIGHTON JONES LLC | 2.37K | Jun 30, 26 | +320 | 0.01% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 2.36K | Jun 30, 26 | -- | 0.01% |
| Impact Partnership Wealth, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.01% |
| Trivant Custom Portfolio Group, LLC | 2.31K | Jun 30, 26 | -- | 0.01% |
| Commonwealth Financial Services, LLC | 2.30K | Jun 30, 26 | -56 | 0.01% |
| BETO FINANCIAL GROUP, LLC | 2.28K | Jun 30, 26 | -- | 0.01% |
| Accel Wealth Management | 2.23K | Jun 30, 26 | -- | 0.01% |
| Mutual Advisors, LLC | 2.20K | Jun 30, 26 | +1 | 0.01% |
| Stirlingshire Investments, Inc. | 2.15K | Jun 30, 26 | +2.15K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 2.13K | Jun 30, 26 | -32 | 0.01% |
| Cambridge Advisors Inc. | 2.12K | Jun 30, 26 | +1 | 0.01% |
| Kaizen Financial Strategies | 2.12K | Jun 30, 26 | -1.42K | 0.01% |
| TD Waterhouse Canada Inc. | 2.10K | Jun 30, 26 | -- | 0.01% |
| Snowden Capital Advisors LLC | 2.06K | Jun 30, 26 | -119 | 0.01% |
| Tradition Wealth Management, LLC | 2.06K | Jun 30, 26 | -569 | 0.01% |
| Relyea Zuckerberg Hanson LLC | 2.05K | Jun 30, 26 | -622 | 0.01% |
| Gateway Wealth Partners, LLC | 2.02K | Jun 30, 26 | -3.70K | 0.01% |
| Horizon Investments, LLC | 1.99K | Jun 30, 26 | -2.53K | 0.01% |
| Geneos Wealth Management Inc. | 1.93K | Jun 30, 26 | +55 | 0.01% |
| Cerity Partners LLC | 1.91K | Jun 30, 26 | +1.91K | 0.01% |
| Level Wealth Management LLC | 1.89K | Jun 30, 26 | +1.89K | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.88K | Jun 30, 26 | -3.84K | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 1.84K | Jun 30, 26 | -- | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 1.70K | Jun 30, 26 | +149 | 0.01% |
| BlackRock, Inc. | 1.56K | Jun 30, 26 | +193 | 0.01% |
| Allworth Financial LP | 1.54K | Jun 30, 26 | +354 | 0.01% |
| Financial Perspectives, Inc | 1.38K | Jun 30, 26 | -- | 0.01% |
| Smithfield Trust Co | 1.37K | Jun 30, 26 | -675 | 0.01% |
| PRIVATE TRUST CO NA | 1.35K | Jun 30, 26 | -- | 0.01% |
| Millstone Evans Group, LLC | 1.33K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 1.29K | Jun 30, 26 | -83 | 0.01% |
| Anchor Bay Capital, Inc. | 1.27K | Jun 30, 26 | +1.27K | 0.01% |
| WHITTIER TRUST CO | 1.09K | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.06K | Jun 30, 26 | +781 | 0.01% |
| PFS Partners, LLC | 969 | Jun 30, 26 | +475 | 0.01% |
| Continuum Advisory, LLC | 964 | Jun 30, 26 | +964 | 0.01% |
| REAP Financial Group, LLC | 963 | Jun 30, 26 | +1 | 0.01% |
| Mechanics Financial Corp | 900 | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 900 | Jun 30, 26 | +900 | 0.01% |
| Clearstead Advisors, LLC | 861 | Jun 30, 26 | +38 | 0.01% |
| Advocate Investing Services LLC | 825 | Jun 30, 26 | +1 | 0.00% |
| Elevated Capital Advisors, LLC | 780 | Jun 30, 26 | +2 | 0.00% |
| IFP Advisors, Inc | 706 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 639 | Jun 30, 26 | +93 | 0.00% |
| BOKF, NA | 625 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 610 | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 608 | Jun 30, 26 | +1 | 0.00% |
| First Pacific Financial | 574 | Jun 30, 26 | +1 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 560 | Jun 30, 26 | -2.09K | 0.00% |
| SBI Securities Co., Ltd. | 550 | Jun 30, 26 | +90 | 0.00% |
| Newbridge Financial Services Group, Inc. | 526 | Jun 30, 26 | -47 | 0.00% |
| Navigoe, LLC | 510 | Jun 30, 26 | +510 | 0.00% |
| BLUELINE ADVISORS LLC | 491 | Jun 30, 26 | -- | 0.00% |
| Evolution Advisers, Inc. | 456 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 419 | Jun 30, 26 | +75 | 0.00% |
| Keating Financial Advisory Services, Inc. | 386 | Jun 30, 26 | -- | 0.00% |
| Perkins Coie Trust Co | 350 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 336 | Jun 30, 26 | +336 | 0.00% |
| Cape Investment Advisory, Inc. | 336 | Jun 30, 26 | +336 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 302 | Jun 30, 26 | +1 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 300 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 298 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 289 | Jun 30, 26 | -1 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 288 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 276 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 260 | Jun 30, 26 | -- | 0.00% |
| Stone House Investment Management, LLC | 253 | Jun 30, 26 | +253 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 239 | Jun 30, 26 | +88 | 0.00% |
| Boreal Capital Management LLC | 225 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 211 | Jun 30, 26 | +211 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 202 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 202 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 200 | Jun 30, 26 | -- | 0.00% |
| EFG International AG | 190 | Jun 30, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 187 | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 180 | Jun 30, 26 | +30 | 0.00% |
| First Bancorp, Inc /ME/ | 176 | Jun 30, 26 | +176 | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 136 | Jun 30, 26 | -- | 0.00% |
| WEST PACES ADVISORS INC. | 120 | Jun 30, 26 | +120 | 0.00% |
| BLAIR WILLIAM & CO/IL | 116 | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 115 | Jun 30, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 108 | Jun 30, 26 | -- | 0.00% |
| Paladin Partners, LLC | 106 | Jun 30, 26 | +106 | 0.00% |
| Financial Network Wealth Advisors LLC | 106 | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 101 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 100 | Jun 30, 26 | +100 | 0.00% |
| N.E.W. Advisory Services LLC | 100 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 100 | Jun 30, 26 | +100 | 0.00% |
| Dunhill Financial, LLC | 94 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 90 | Jun 30, 26 | +90 | 0.00% |
| Noble Wealth Management PBC | 84 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 79 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 76 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| Key FInancial Inc | 70 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 66 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 66 | Jun 30, 26 | +66 | 0.00% |
| SIMPLEX TRADING, LLC | 63 | Jun 30, 26 | -32 | 0.00% |
| Vision Retirement, LLC | 63 | Jun 30, 26 | +63 | 0.00% |
| Wilkerson Advisory Group LLC | 56 | Jun 30, 26 | -1 | 0.00% |
| SJS Investment Consulting Inc. | 56 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 52 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 50 | Jun 30, 26 | +50 | 0.00% |
| DUNCKER STREETT & CO INC | 39 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 30 | Jun 30, 26 | +30 | 0.00% |
| Darwin Wealth Management, LLC | 28 | Jun 30, 26 | -24 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Cordant, Inc. | 18 | Jun 30, 26 | +18 | 0.00% |
| Tower View Investment Management & Research LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| SIGNATUREFD, LLC | 15 | Jun 30, 26 | -- | 0.00% |
| Richard W. Paul & Associates, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 11 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 2 | Jun 30, 26 | -115 | 0.00% |
| Atria Investments, Inc | -- | Jun 30, 26 | -26.17K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -25 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -203 | -- |
| Central Pacific Bank - Trust Division | -- | Jun 30, 26 | -100 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -13.37K | -- |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -6.65K | -- |
| TRUST CO OF TOLEDO NA /OH/ | -- | Jun 30, 26 | -100 | -- |
| KWB Wealth | -- | Jun 30, 26 | -2.48K | -- |
| Private Advisory Group LLC | -- | Jun 30, 26 | -2.13K | -- |
| COLDSTREAM CAPITAL MANAGEMENT INC | -- | Jun 30, 26 | -2.55K | -- |
| STRATEGY ASSET MANAGERS LLC | -- | Jun 30, 26 | -29.06K | -- |
| CRUX WEALTH ADVISORS | -- | Jun 30, 26 | -2.10K | -- |
| Gallagher Fiduciary Advisors, LLC | -- | Jun 30, 26 | -26.55K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -3.75K | -- |
| BARRETT & COMPANY, INC. | -- | Jun 30, 26 | -161 | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -50 | -- |
| Outlook Wealth Advisors, LLC | -- | Jun 30, 26 | -15.65K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -440 | -- |
| Waldron Private Wealth LLC | -- | Jun 30, 26 | -2.23K | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -300 | -- |
| Apeiron RIA LLC | -- | Jun 30, 26 | -2.23K | -- |
| CI Private Wealth, LLC | -- | Jun 30, 26 | -2.10K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -3.79K | -- |
| REDSTONE WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -10.89K | -- |
| Evelyn Partners Investment Management (Europe) Ltd | 23.58K | Mar 31, 26 | -2.70K | 0.14% |
| CWM, LLC | 6.39K | Mar 31, 26 | -207 | 0.04% |
| TruWealth Advisors, LLC | 3.84K | Mar 31, 26 | -- | 0.02% |
| Sunbelt Securities, Inc. | 2.61K | Mar 31, 26 | +595 | 0.02% |
| COMERICA BANK | 28.22K | Dec 31, 25 | -319 | 0.17% |
| CIBC Private Wealth Group, LLC | 406 | Dec 31, 25 | -487 | 0.00% |
| GPS Wealth Strategies Group, LLC | 70 | Dec 31, 25 | -4.00K | 0.00% |
| BRASS TAX WEALTH MANAGEMENT, INC | 3.47K | Sep 30, 25 | -150 | 0.02% |
| AllSquare Wealth Management LLC | 50 | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 22 | Sep 30, 25 | +22 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -2.44K | -- |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -2.23K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 51.51K | Jun 30, 25 | -669 | 0.30% |
| Money Design Co.,Ltd. | 24.78K | Jun 30, 25 | -2.50K | 0.15% |
| Atria Wealth Solutions, Inc. | 12.76K | Jun 30, 25 | -275 | 0.07% |
| Tyler-Stone Wealth Management | 2.48K | Jun 30, 25 | +4 | 0.01% |
| DOHJ, LLC | -- | Jun 30, 25 | -2.14K | -- |
| Proquility Private Wealth Partners, LLC | 14.00K | Mar 31, 25 | +7.46K | 0.08% |
| Cutter & CO Brokerage, Inc. | 13.05K | Mar 31, 25 | -151 | 0.08% |
| Orion Portfolio Solutions, LLC | 5.23K | Mar 31, 25 | +860 | 0.03% |
| Lindbrook Capital, LLC | 150 | Mar 31, 25 | +50 | 0.00% |
| TAP Consulting, LLC | 12.27K | Dec 31, 24 | -690 | 0.07% |
| Householder Group Estate & Retirement Specialist, LLC | 1.29K | Dec 31, 24 | -5.64K | 0.01% |
| AlphaMark Advisors, LLC | 100 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 56 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 105.10K | Sep 30, 24 | -6.14K | 0.61% |
| RAYMOND JAMES & ASSOCIATES | 80.81K | Sep 30, 24 | -2.32K | 0.47% |
| Bridge Advisory, LLC | 12.17K | Sep 30, 24 | +17 | 0.07% |
| Halpern Financial, Inc. | 810 | Sep 30, 24 | -- | 0.00% |
| FinTrust Capital Advisors, LLC | 273 | Sep 30, 24 | +273 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 37.56K | Jun 30, 24 | +140 | 0.22% |
| EMFO, LLC | 246 | Jun 30, 24 | +9 | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -285 | -- |
| Cetera Advisors LLC | 78.10K | Mar 31, 24 | +66.20K | 0.46% |
| Cetera Advisor Networks LLC | 12.86K | Mar 31, 24 | +653 | 0.08% |
| WADE G W & INC | 11.59K | Dec 31, 23 | +475 | 0.07% |
| FOCUS FINANCIAL NETWORK INC /ADV | 3.05K | Dec 31, 23 | +3.05K | 0.02% |
| PROVENCE WEALTH MANAGEMENT GROUP | 340 | Dec 31, 23 | -- | 0.00% |
| Bartlett & Co. LLC | 300 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 39.88K | Sep 30, 23 | +1 | 0.23% |
| Parsec Financial Management, Inc. | 29.53K | Mar 31, 23 | -341 | 0.17% |
| Claraphi Advisory Network, LLC | 15.21K | Dec 31, 22 | +10.09K | 0.09% |
| Laurel Wealth Advisors, Inc. | 9.39K | Dec 31, 22 | -93 | 0.05% |
| Gallagher Benefit Services, Inc. | 3.13K | Dec 31, 22 | +3.13K | 0.02% |
| F3Logic, LLC | 3.13K | Dec 31, 22 | -20 | 0.02% |
| Bickling Financial Services, Inc. | 3.10K | Dec 31, 22 | -944 | 0.02% |
| Align Wealth Management, LLC | 10 | Dec 31, 22 | +10 | 0.00% |
| Bell Rock Capital LLC | 7.28K | Sep 30, 22 | +7.28K | 0.04% |
| American Portfolios Advisors | 3.85K | Sep 30, 22 | +3.85K | 0.02% |
| Pinnacle Private Wealth, LLC | 11.88K | Jun 30, 22 | -2.10K | 0.07% |
| B. Riley Wealth Management, Inc. | 5.59K | Jun 30, 22 | +5.59K | 0.03% |
| Personal Wealth Partners | 5.36K | Mar 31, 22 | -- | 0.03% |
| MD Financial Management Inc. | 205.80K | Dec 31, 21 | +972 | 1.20% |
| Crescent Capital Consulting, LLC | 1.00K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 45 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -302 | -- |
| Cascadia Advisory Services, LLC | 5.58K | Sep 30, 21 | +1.49K | 0.03% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.32K | Sep 30, 21 | +4.32K | 0.03% |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -- | -- |
| USCA RIA LLC | 2.95K | Jun 30, 21 | -50 | 0.02% |
| Winslow, Evans & Crocker, Inc. | 1.30K | Dec 31, 20 | +500 | 0.01% |
| First Allied Advisory Services, Inc. | 6.54K | Sep 30, 20 | -372 | 0.04% |
| Watson Rebecca | 6.33K | Sep 30, 20 | +490 | 0.04% |
| Squar Milner Financial Services LLC | 4.66K | Mar 31, 20 | -- | 0.03% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 84 | Mar 31, 20 | +84 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.07K | Dec 31, 19 | -520 | 0.12% |
| Advisor Group, Inc. | 13.32K | Dec 31, 19 | +967 | 0.08% |
| SUNTRUST BANKS INC | 38.27K | Sep 30, 19 | +456 | 0.22% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 154 | Sep 30, 19 | -- | 0.00% |
| HL FINANCIAL SERVICES LLC | 5.73K | Mar 31, 19 | -265 | 0.03% |
| Live Your Vision, LLC | 1.18K | Mar 31, 19 | -- | 0.01% |
| NEXT Financial Holdings | 100 | Mar 31, 19 | +100 | 0.00% |
| Commonwealth Equity Services, Inc | 37.92K | Jun 30, 17 | +632 | 0.22% |
| WFG Advisors, LP | 2.50K | Jun 30, 17 | +200 | 0.01% |
| MSI Financial Services Inc | 15.79K | Dec 31, 16 | -1.03K | 0.09% |
| SOCIETE GENERALE | 10.55K | Jun 30, 16 | +10.55K | 0.06% |
| MANAGED ACCOUNT ADVISORS LLC | 487 | Jun 30, 15 | +398 | 0.00% |
| UBS AG | 382.78K | Sep 30, 14 | +39.99K | 2.24% |
| STIFEL NICOLAUS & CO INC \MO\ | 9.53K | Sep 30, 13 | -4.11K | 0.06% |
| KNIGHT CAPITAL GROUP LLC | 30.91K | Jun 30, 13 | +8.97K | 0.18% |
| First Allied Securities, Inc. | 2.24K | Jun 30, 12 | -- | 0.01% |