State Street SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN)

$30.84—Stale · unknown old

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State Street SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN)

NYSE • Last print unknown ago

$30.84—Stale · unknown old

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FLRN(FLRN)

FLRN

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Institutional Ownership

Top 501 Institutional Holders

Holder	Shares	Date	Change	% Held
Wealthfront Advisers LLC	5.07M	Jun 30, 26	-251.68K	5.27%
AMERIPRISE FINANCIAL INC	4.11M	Jun 30, 26	+295.24K	4.27%
LPL Financial LLC	3.93M	Jun 30, 26	+1.72M	4.09%
ENVESTNET ASSET MANAGEMENT INC	2.70M	Jun 30, 26	+413.91K	2.81%
BANK OF AMERICA CORP /DE/	2.46M	Jun 30, 26	+1.11M	2.55%
MORGAN STANLEY	1.97M	Jun 30, 26	-356.04K	2.05%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	1.97M	Jun 30, 26	+450.23K	2.04%
WELLS FARGO & COMPANY/MN	1.87M	Jun 30, 26	-350.43K	1.94%
Curbstone Financial Management Corp	1.30M	Jun 30, 26	+33.88K	1.36%
Facet Wealth, Inc.	1.17M	Jun 30, 26	-20.81K	1.21%
Cetera Investment Advisers	1.01M	Jun 30, 26	+451.98K	1.05%
Fundamentum, LLC	991.17K	Jun 30, 26	+30.43K	1.03%
Farther Finance Advisors, LLC	976.40K	Jun 30, 26	+51.60K	1.01%
KEYBANK NATIONAL ASSOCIATION/OH	969.43K	Jun 30, 26	-43.38K	1.01%
STATE STREET CORP	941.32K	Jun 30, 26	+249.19K	0.98%
MFA WEALTH ADVISORS, LLC	930.04K	Jun 30, 26	+129.82K	0.97%
Coppell Advisory Solutions LLC	873.37K	Jun 30, 26	+873.37K	0.91%
Cornerstone Management, Inc.	872.43K	Jun 30, 26	+139.24K	0.91%
RAYMOND JAMES FINANCIAL INC	847.17K	Jun 30, 26	+128.25K	0.88%
Advisory Alpha, LLC	806.62K	Jun 30, 26	-42.20K	0.84%
MILESTONE ASSET MANAGEMENT, LLC	796.50K	Jun 30, 26	+235.17K	0.83%
WESCAP Management Group, Inc.	790.58K	Jun 30, 26	+84.43K	0.82%
Ameliora Wealth Management Ltd.	742.06K	Jun 30, 26	+5.91K	0.77%
Beacon Capital Management, Inc.	736.37K	Jun 30, 26	-1.16M	0.77%
Penobscot Investment Management Company, Inc.	629.28K	Jun 30, 26	+69.40K	0.65%
CITADEL ADVISORS LLC	549.37K	Jun 30, 26	+531.15K	0.57%
ALLSTATE CORP	549.21K	Jun 30, 26	+549.21K	0.57%
Towercrest Capital Management	541.50K	Jun 30, 26	-43.32K	0.56%
Providence First Trust Co	527.84K	Jun 30, 26	+34.03K	0.55%
Whitcomb & Hess, Inc.	526.42K	Jun 30, 26	+13.01K	0.55%
Alliance Wealth Management Group	512.83K	Jun 30, 26	-45.59K	0.53%
APPLETON PARTNERS INC/MA	506.53K	Jun 30, 26	+58.33K	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	483.78K	Jun 30, 26	+22.09K	0.50%
IHT Wealth Management, LLC	477.24K	Jun 30, 26	-25.49K	0.50%
RFG Advisory, LLC	454.96K	Jun 30, 26	+54.39K	0.47%
Prime Capital Investment Advisors, LLC	437.02K	Jun 30, 26	-12.38K	0.45%
ASSETMARK, INC	429.45K	Jun 30, 26	+428.03K	0.45%
UBS Group AG	427.91K	Jun 30, 26	-6.98K	0.44%
JPMORGAN CHASE & CO	403.92K	Jun 30, 26	+129.43K	0.42%
ADVISOR GROUP HOLDINGS, INC.	391.41K	Jun 30, 26	+14.07K	0.41%
PARSONS CAPITAL MANAGEMENT INC/RI	378.06K	Jun 30, 26	-19.60K	0.39%
Atria Investments, Inc	347.15K	Jun 30, 26	+151.68K	0.36%
DEAN INVESTMENT ASSOCIATES, LLC	331.16K	Jun 30, 26	+20.95K	0.34%
FIDUCIARY FINANCIAL GROUP, LLC	330.91K	Jun 30, 26	+15.70K	0.34%
Gotham Asset Management, LLC	325.10K	Jun 30, 26	+325.10K	0.34%
Aspetuck Financial Management LLC	317.77K	Jun 30, 26	+3.78K	0.33%
Valmark Advisers, Inc.	294.73K	Jun 30, 26	-700.34K	0.31%
Private Advisor Group, LLC	291.69K	Jun 30, 26	+12.51K	0.30%
CoreCap Advisors, LLC	284.00K	Jun 30, 26	+283.13K	0.30%
CALTON & ASSOCIATES, INC.	280.54K	Jun 30, 26	-42.53K	0.29%
Legacy Edge Advisors, LLC	254.33K	Jun 30, 26	-1.07K	0.26%
Steward Partners Investment Advisory, LLC	247.92K	Jun 30, 26	+10.83K	0.26%
Cedar Mountain Advisors, LLC	240.25K	Jun 30, 26	+688	0.25%
Cannon Advisors, Inc.	234.79K	Jun 30, 26	+25.98K	0.24%
Kovitz Investment Group Partners, LLC	229.59K	Jun 30, 26	+8.54K	0.24%
RiverGlades Family Offices LLC	226.62K	Jun 30, 26	+12.05K	0.24%
MATAURO, LLC	222.02K	Jun 30, 26	-3.33K	0.23%
Capital Investment Advisors, LLC	216.00K	Jun 30, 26	-1.91K	0.22%
Cambridge Investment Research Advisors, Inc.	213.03K	Jun 30, 26	-966	0.22%
Merit Financial Group, LLC	208.93K	Jun 30, 26	+10.18K	0.22%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	208.43K	Jun 30, 26	-14.86K	0.22%
Mosley Wealth Management	201.80K	Jun 30, 26	+191.21K	0.21%
AVITY INVESTMENT MANAGEMENT INC.	191.04K	Jun 30, 26	+3.48K	0.20%
ROYAL BANK OF CANADA	190.46K	Jun 30, 26	-7.73K	0.20%
MML INVESTORS SERVICES, LLC	188.60K	Jun 30, 26	+16.80K	0.20%
HERITAGE OAK WEALTH ADVISORS LLC	182.83K	Jun 30, 26	+182.83K	0.19%
JONES FINANCIAL COMPANIES LLLP	177.86K	Jun 30, 26	+39.17K	0.18%
HARBOR ADVISORY CORP /MA/	176.87K	Jun 30, 26	-4.63K	0.18%
Ameritas Advisory Services, LLC	171.87K	Jun 30, 26	-115.65K	0.18%
Buska Wealth Management, LLC	169.86K	Jun 30, 26	-46.00K	0.18%
ALESCO ADVISORS LLC	169.27K	Jun 30, 26	+384	0.18%
Colony Group, LLC	152.53K	Jun 30, 26	+13.43K	0.16%
TRUIST FINANCIAL CORP	148.50K	Jun 30, 26	+9.48K	0.15%
Empowered Funds, LLC	144.89K	Jun 30, 26	+26.45K	0.15%
SAX WEALTH ADVISORS, LLC	143.01K	Jun 30, 26	+2.80K	0.15%
COURIER CAPITAL LLC	141.25K	Jun 30, 26	-3.22K	0.15%
EAGLE GLOBAL ADVISORS LLC	139.75K	Jun 30, 26	+5.00K	0.15%
Ridgewood Investments LLC	138.86K	Jun 30, 26	+12.61K	0.14%
Baird Financial Group, Inc.	137.89K	Jun 30, 26	-2.98K	0.14%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	137.37K	Jun 30, 26	-71.43K	0.14%
HighTower Advisors, LLC	136.22K	Jun 30, 26	-25.52K	0.14%
Viaable, LLC	133.96K	Jun 30, 26	+133.96K	0.14%
Generation Capital Management LLC	132.33K	Jun 30, 26	-1.67K	0.14%
JACOBSON & SCHMITT ADVISORS, LLC	131.76K	Jun 30, 26	+3.50K	0.14%
Sowell Financial Services LLC	127.97K	Jun 30, 26	+1.64K	0.13%
TERRIL BROTHERS, INC.	124.83K	Jun 30, 26	-50	0.13%
Aries Wealth Management	123.58K	Jun 30, 26	-2.60K	0.13%
Asset One Wealth Management LLC	121.55K	Jun 30, 26	+22.55K	0.13%
MONECO Advisors, LLC	120.36K	Jun 30, 26	+1.15K	0.13%
SYKON CAPITAL LLC	111.47K	Jun 30, 26	+82.81K	0.12%
10Elms LLP	111.27K	Jun 30, 26	+59.69K	0.12%
GILPIN WEALTH MANAGEMENT, LLC	110.36K	Jun 30, 26	+6.16K	0.11%
Tandem Investment Partners LLC	110.23K	Jun 30, 26	+2.21K	0.11%
Creative Planning	107.56K	Jun 30, 26	-6.18K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	107.45K	Jun 30, 26	+1.01K	0.11%
Gould Capital, LLC	105.22K	Jun 30, 26	-128	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	104.49K	Jun 30, 26	+580	0.11%
GUGGENHEIM CAPITAL LLC	96.52K	Jun 30, 26	+7.11K	0.10%
Foundations Investment Advisors, LLC	96.33K	Jun 30, 26	+10.19K	0.10%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	95.07K	Jun 30, 26	+1.60K	0.10%
Sovran Advisors, LLC	93.80K	Jun 30, 26	+81.83K	0.10%
United Community Bank	90.31K	Jun 30, 26	+3.05K	0.09%
BCS Wealth Management	89.42K	Jun 30, 26	-3.46K	0.09%
NewEdge Advisors, LLC	89.26K	Jun 30, 26	+15.18K	0.09%
Mariner, LLC	88.83K	Jun 30, 26	-101.92K	0.09%
PFG Advisors	88.22K	Jun 30, 26	-14.91K	0.09%
GREAT VALLEY ADVISOR GROUP, INC.	85.02K	Jun 30, 26	-102.24K	0.09%
Virtue Capital Management, LLC	83.69K	Jun 30, 26	+42.42K	0.09%
EXCHANGE TRADED CONCEPTS, LLC	79.39K	Jun 30, 26	-93.62K	0.08%
Global View Capital Management LLC	79.03K	Jun 30, 26	+79.03K	0.08%
Aletheian Wealth Advisors LLC	77.01K	Jun 30, 26	+1.33K	0.08%
PERSPECTIVE WEALTH ADVISORS LLC	74.18K	Jun 30, 26	+5.16K	0.08%
Concurrent Investment Advisors, LLC	69.89K	Jun 30, 26	+69.89K	0.07%
Bank of New York Mellon Corp	68.46K	Jun 30, 26	+39.99K	0.07%
CENTRAL TRUST Co	67.52K	Jun 30, 26	-4.77K	0.07%
Western Wealth Management, LLC	67.19K	Jun 30, 26	-2.04K	0.07%
Warner Group LLC	63.96K	Jun 30, 26	+54.54K	0.07%
Hilltop Holdings Inc.	62.72K	Jun 30, 26	-38.75K	0.07%
Sanctuary Advisors, LLC	62.34K	Jun 30, 26	+62.34K	0.06%
J.W. COLE ADVISORS, INC.	57.87K	Jun 30, 26	+2.41K	0.06%
FLAGSHIP HARBOR ADVISORS, LLC	56.73K	Jun 30, 26	+21	0.06%
United Advisor Group, LLC	56.60K	Jun 30, 26	+56.60K	0.06%
Carr Financial Group Corp	56.20K	Jun 30, 26	-25.53K	0.06%
HORIZON FINANCIAL SERVICES, LLC	55.85K	Jun 30, 26	-19.27K	0.06%
BANK OF NOVA SCOTIA	52.60K	Jun 30, 26	-26.00K	0.05%
Equitable Holdings, Inc.	50.82K	Jun 30, 26	-6.83K	0.05%
Cito Capital Group, LLC	49.00K	Jun 30, 26	+6.00K	0.05%
Global Retirement Partners, LLC	47.94K	Jun 30, 26	+47.94K	0.05%
HRT FINANCIAL LP	47.26K	Jun 30, 26	+35.58K	0.05%
Belpointe Asset Management LLC	45.74K	Jun 30, 26	+7.35K	0.05%
GOLDMAN SACHS GROUP INC	44.75K	Jun 30, 26	+30.16K	0.05%
Hobart Private Capital, LLC	44.70K	Jun 30, 26	-5.51K	0.05%
Crews Bank & Trust	44.67K	Jun 30, 26	-285	0.05%
Ethos Financial Group, LLC	44.41K	Jun 30, 26	+2.56K	0.05%
VisionPoint Advisory Group, LLC	44.18K	Jun 30, 26	+44.18K	0.05%
Tradewinds Capital Management, LLC	43.97K	Jun 30, 26	-671	0.05%
WJ Wealth Management, LLC	43.81K	Jun 30, 26	+27.14K	0.05%
Hudson Portfolio Management LLC	43.74K	Jun 30, 26	+300	0.05%
Tranquilli Financial Advisor LLC	43.45K	Jun 30, 26	-32.85K	0.05%
WORLD EQUITY GROUP, INC.	43.23K	Jun 30, 26	+43.23K	0.04%
Portland Financial Advisors Inc	43.08K	Jun 30, 26	+2.04K	0.04%
Geneos Wealth Management Inc.	42.29K	Jun 30, 26	-1.43K	0.04%
Chesley Taft & Associates LLC	41.50K	Jun 30, 26	+1.90K	0.04%
WCG Wealth Advisors LLC	40.67K	Jun 30, 26	+1.91K	0.04%
CVA Family Office, LLC	40.40K	Jun 30, 26	+159	0.04%
McBroom & Associates, LLC	39.59K	Jun 30, 26	-91	0.04%
EP Wealth Advisors, LLC	38.98K	Jun 30, 26	+4.76K	0.04%
SWMG, LLC	38.85K	Jun 30, 26	+38.85K	0.04%
Legacy Capital Group California, Inc.	38.45K	Jun 30, 26	-51.10K	0.04%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	38.30K	Jun 30, 26	--	0.04%
PRINCIPAL SECURITIES, INC.	38.03K	Jun 30, 26	-1.34K	0.04%
Unify Financial Advisors	37.65K	Jun 30, 26	+14.64K	0.04%
BANK OF MONTREAL /CAN/	37.56K	Jun 30, 26	+619	0.04%
Fortune Financial Group, Inc.	36.82K	Jun 30, 26	-13.45K	0.04%
IFP Advisors, Inc	36.54K	Jun 30, 26	+31.94K	0.04%
Legacy Wealth Partners, LLC	36.15K	Jun 30, 26	+36.15K	0.04%
Kestra Advisory Services, LLC	35.60K	Jun 30, 26	+994	0.04%
YHB Investment Advisors, Inc.	34.55K	Jun 30, 26	--	0.04%
Glen Eagle Advisors, LLC	34.41K	Jun 30, 26	+264	0.04%
GeoWealth Management, LLC	34.27K	Jun 30, 26	+7.54K	0.04%
Hutchens & Kramer Investment Management Group, LLC	33.14K	Jun 30, 26	+33.14K	0.03%
Waverly Advisors, LLC	32.38K	Jun 30, 26	+1.77K	0.03%
BENJAMIN EDWARDS INC	31.36K	Jun 30, 26	+3.17K	0.03%
StoneX Group Inc.	31.10K	Jun 30, 26	+6.71K	0.03%
Mount Lucas Management LP	29.85K	Jun 30, 26	+253	0.03%
Fulcrum Equity Management	29.84K	Jun 30, 26	+29.84K	0.03%
Buckingham Strategic Partners	29.15K	Jun 30, 26	--	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	29.04K	Jun 30, 26	-14.36K	0.03%
Stratos Wealth Partners, LTD.	28.85K	Jun 30, 26	-390	0.03%
Old Port Advisors	28.40K	Jun 30, 26	-1.53K	0.03%
Uncommon Cents Investing LLC	28.19K	Jun 30, 26	+15	0.03%
Brady Martz Wealth Solutions, LLC	27.93K	Jun 30, 26	--	0.03%
FIFTH THIRD BANCORP	26.70K	Jun 30, 26	+14.57K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.42K	Jun 30, 26	-232.44K	0.03%
Meridian Wealth Management, LLC	26.38K	Jun 30, 26	-587	0.03%
AE Wealth Management LLC	25.45K	Jun 30, 26	-32.80K	0.03%
Resources Investment Advisors, LLC.	25.15K	Jun 30, 26	+25.15K	0.03%
Sigma Planning Corp	25.12K	Jun 30, 26	-3.54K	0.03%
Eagle Capital Management, LLC	24.28K	Jun 30, 26	--	0.03%
LIBERTY WEALTH MANAGEMENT LLC	24.09K	Jun 30, 26	--	0.03%
Advisory Services Network, LLC	22.91K	Jun 30, 26	-504	0.02%
Blake Schutter Theil Wealth Advisors, LLC	22.81K	Jun 30, 26	-20	0.02%
WBI INVESTMENTS, INC.	22.70K	Jun 30, 26	-6.03K	0.02%
TritonPoint Partners, LLC	20.70K	Jun 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	20.67K	Jun 30, 26	+8.61K	0.02%
CI Private Wealth, LLC	19.75K	Jun 30, 26	+882	0.02%
JANE STREET GROUP, LLC	19.48K	Jun 30, 26	+19.48K	0.02%
Gladstone Institutional Advisory LLC	19.07K	Jun 30, 26	-2.70K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	18.93K	Jun 30, 26	+18.93K	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	18.78K	Jun 30, 26	--	0.02%
Advisor Resource Council	18.76K	Jun 30, 26	+654	0.02%
Ausdal Financial Partners, Inc.	18.74K	Jun 30, 26	+11.30K	0.02%
Rock Point Advisors, LLC	18.67K	Jun 30, 26	--	0.02%
Cerity Partners LLC	18.58K	Jun 30, 26	-166	0.02%
Outlook Wealth Advisors, LLC	18.15K	Jun 30, 26	-4.30K	0.02%
Modera Wealth Management, LLC	17.61K	Jun 30, 26	+42	0.02%
GUIDANCE CAPITAL, INC	17.38K	Jun 30, 26	+1.92K	0.02%
OAK HARBOR WEALTH PARTNERS, LLC	16.46K	Jun 30, 26	-8.30K	0.02%
Crabel Capital Management, LLC	16.43K	Jun 30, 26	+16.43K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	16.43K	Jun 30, 26	-4.99K	0.02%
Simplicity Wealth,LLC	16.32K	Jun 30, 26	+9.04K	0.02%
Comprehensive Money Management Services LLC	15.78K	Jun 30, 26	--	0.02%
WOODWARD DIVERSIFIED CAPITAL, LLC	15.72K	Jun 30, 26	-17.79K	0.02%
Integrated Investment Consultants, LLC	15.70K	Jun 30, 26	--	0.02%
Tactive Advisors, LLC	15.57K	Jun 30, 26	+4.28K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	15.46K	Jun 30, 26	-11.43K	0.02%
Wealthcare Advisory Partners LLC	14.77K	Jun 30, 26	-430	0.02%
Koshinski Asset Management, Inc.	14.34K	Jun 30, 26	+1.46K	0.01%
VISTA INVESTMENT MANAGEMENT	14.13K	Jun 30, 26	+2.93K	0.01%
Samara Investment Management, LLC	14.12K	Jun 30, 26	--	0.01%
Apella Capital, LLC	14.10K	Jun 30, 26	-9	0.01%
Summit Place Financial Advisors, LLC	14.02K	Jun 30, 26	+1.12K	0.01%
MTM Investment Management, LLC	13.85K	Jun 30, 26	+4	0.01%
Vise Technologies, Inc.	13.83K	Jun 30, 26	+4.32K	0.01%
NBC SECURITIES, INC.	13.79K	Jun 30, 26	-6.33K	0.01%
Bleakley Financial Group, LLC	13.79K	Jun 30, 26	-2.97K	0.01%
Worth Asset Management, LLC	13.77K	Jun 30, 26	-195	0.01%
Laraway Financial Advisors Inc	13.61K	Jun 30, 26	--	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	13.61K	Jun 30, 26	-63	0.01%
FIDUCIARY TRUST CO	12.99K	Jun 30, 26	--	0.01%
STIFEL FINANCIAL CORP	12.96K	Jun 30, 26	+626	0.01%
Kohmann Bosshard Financial Services, LLC	12.82K	Jun 30, 26	+61	0.01%
Kovack Advisors, Inc.	12.80K	Jun 30, 26	+356	0.01%
Perigon Wealth Management, LLC	12.61K	Jun 30, 26	+1.85K	0.01%
Legacy Capital Wealth Partners, LLC	12.46K	Jun 30, 26	-1.93K	0.01%
NEW WAVE WEALTH ADVISORS LLC	12.14K	Jun 30, 26	+5.27K	0.01%
Arkadios Wealth Advisors	12.01K	Jun 30, 26	+12.01K	0.01%
Allworth Financial LP	11.95K	Jun 30, 26	-8.43K	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	11.76K	Jun 30, 26	-690	0.01%
SageView Advisory Group, LLC	11.73K	Jun 30, 26	-1.99K	0.01%
Valpey Financial Services, LLC	11.63K	Jun 30, 26	+336	0.01%
MGO ONE SEVEN LLC	11.62K	Jun 30, 26	+11.62K	0.01%
Rockefeller Capital Management L.P.	11.61K	Jun 30, 26	-16.38K	0.01%
BEACON FINANCIAL GROUP	11.46K	Jun 30, 26	-1.35K	0.01%
NBT BANK N A /NY	11.19K	Jun 30, 26	+9.73K	0.01%
Miracle Mile Advisors, LLC	11.13K	Jun 30, 26	-203	0.01%
HighPoint Advisor Group LLC	11.09K	Jun 30, 26	-903	0.01%
Octavia Wealth Advisors, LLC	11.00K	Jun 30, 26	-970	0.01%
Hershey Financial Advisers, LLC	10.59K	Jun 30, 26	-5.86K	0.01%
Brand Asset Management Group, Inc.	10.48K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	10.23K	Jun 30, 26	+10.23K	0.01%
Encompass More Asset Management	10.00K	Jun 30, 26	+10.00K	0.01%
Synergy Asset Management, LLC	10.00K	Jun 30, 26	--	0.01%
Auour Investments LLC	9.95K	Jun 30, 26	+114	0.01%
Capital Advisory Group Advisory Services, LLC	9.90K	Jun 30, 26	-11.68K	0.01%
Strategic Blueprint, LLC	9.88K	Jun 30, 26	+2.72K	0.01%
Cornerstone Wealth, LLC/TN	9.83K	Jun 30, 26	--	0.01%
Avantax Planning Partners, Inc.	9.65K	Jun 30, 26	--	0.01%
MCF Advisors LLC	9.56K	Jun 30, 26	+67	0.01%
MERCER GLOBAL ADVISORS INC /ADV	9.52K	Jun 30, 26	-3.68K	0.01%
Root Financial Partners, LLC	9.51K	Jun 30, 26	-606	0.01%
Opulen Financial Group LLC	9.50K	Jun 30, 26	+79	0.01%
CreativeOne Wealth, LLC	9.45K	Jun 30, 26	-13.29K	0.01%
Riverbend Wealth Management, LLC	9.36K	Jun 30, 26	+266	0.01%
Trilogy Capital Inc.	9.30K	Jun 30, 26	+1.95K	0.01%
Savvy Advisors, Inc.	9.20K	Jun 30, 26	+9.20K	0.01%
ST GERMAIN D J CO INC	9.19K	Jun 30, 26	-925	0.01%
Centennial Bank/AR/	8.87K	Jun 30, 26	-6.27K	0.01%
BNP PARIBAS ARBITRAGE, SNC	8.21K	Jun 30, 26	+8.20K	0.01%
NTV ASSET MANAGEMENT LLC	8.07K	Jun 30, 26	--	0.01%
SBI Securities Co., Ltd.	7.99K	Jun 30, 26	+7.45K	0.01%
Advisor OS, LLC	7.90K	Jun 30, 26	+1.18K	0.01%
Vermillion Wealth Management, Inc.	7.89K	Jun 30, 26	-431	0.01%
LANE BROTHERS & CO INC	7.80K	Jun 30, 26	--	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	7.75K	Jun 30, 26	+387	0.01%
NAPLES GLOBAL ADVISORS, LLC	7.71K	Jun 30, 26	--	0.01%
Rockingstone Advisors LLC	7.55K	Jun 30, 26	+7.55K	0.01%
Pinnacle Family Advisors, LLC	7.52K	Jun 30, 26	--	0.01%
CAP Partners, LLC	7.50K	Jun 30, 26	-4.04K	0.01%
Tempus Wealth Planning, LLC	7.42K	Jun 30, 26	+7.42K	0.01%
Traub Capital Management LLC	7.40K	Jun 30, 26	-965	0.01%
Pensionmark Financial Group, LLC	7.21K	Jun 30, 26	--	0.01%
Curtis Advisory Group, LLC	7.11K	Jun 30, 26	+295	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	7.09K	Jun 30, 26	-12	0.01%
My Personal CFO, LLC	7.00K	Jun 30, 26	--	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	6.89K	Jun 30, 26	-17.92K	0.01%
Bath Savings Trust Co	6.81K	Jun 30, 26	+6.81K	0.01%
GENESIS PRIVATE WEALTH, LLC	6.72K	Jun 30, 26	-2	0.01%
Eqis Capital Management, Inc.	6.66K	Jun 30, 26	+6.66K	0.01%
DAVENPORT & Co LLC	6.61K	Jun 30, 26	-12.14K	0.01%
Roger Wittlin Investment Advisory, LLC	6.58K	Jun 30, 26	+68	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	6.57K	Jun 30, 26	+6.57K	0.01%
PARK AVENUE SECURITIES LLC	6.53K	Jun 30, 26	+6.53K	0.01%
Capital Investment Advisory Services, LLC	5.90K	Jun 30, 26	-859	0.01%
EXCEL SECURITIES & ASSOCIATES, INC.	5.17K	Jun 30, 26	+3.23K	0.01%
PRIVATE TRUST CO NA	5.12K	Jun 30, 26	--	0.01%
Hyposwiss Advisors SA	4.63K	Jun 30, 26	--	0.00%
AlphaCentric Advisors LLC	4.47K	Jun 30, 26	+131	0.00%
JFS WEALTH ADVISORS, LLC	4.00K	Jun 30, 26	+39	0.00%
Lloyd Advisory Services, LLC.	3.60K	Jun 30, 26	+3.04K	0.00%
WEBSTER BANK, N. A.	3.25K	Jun 30, 26	--	0.00%
Caldwell Trust Co	3.06K	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	2.98K	Jun 30, 26	-50	0.00%
HARBOUR INVESTMENTS, INC.	2.89K	Jun 30, 26	+2.53K	0.00%
Raleigh Capital Management Inc.	2.87K	Jun 30, 26	-5.46K	0.00%
TIAA Wealth Investment Management LLC	2.64K	Jun 30, 26	+2.11K	0.00%
Rialto Wealth Management, LLC	2.61K	Jun 30, 26	--	0.00%
Talisman Wealth Advisors LLC	2.42K	Jun 30, 26	+2.42K	0.00%
Virginia Estate & Retirement Planning Advisors Inc.	2.23K	Jun 30, 26	-47	0.00%
NATIONAL BANK OF CANADA /FI/	2.19K	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	2.03K	Jun 30, 26	+9	0.00%
Coastline Trust Co	1.99K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	1.73K	Jun 30, 26	+1.73K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.62K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.60K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	1.50K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	1.45K	Jun 30, 26	+1.45K	0.00%
Truvestments Capital LLC	1.35K	Jun 30, 26	+1.35K	0.00%
Greykasell Wealth Strategies, Inc.	1.34K	Jun 30, 26	-321	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	1.31K	Jun 30, 26	-5.50K	0.00%
Pinnacle Wealth Planning Services, Inc.	1.30K	Jun 30, 26	+134	0.00%
Capital Analysts, LLC	1.30K	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	1.30K	Jun 30, 26	+1.30K	0.00%
Harbor Asset Planning, Inc.	1.29K	Jun 30, 26	-799	0.00%
Rosenberg Matthew Hamilton	1.28K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.14K	Jun 30, 26	+373	0.00%
Aptus Capital Advisors, LLC	1.08K	Jun 30, 26	-43	0.00%
Signature Equity Partners, LLC	1.01K	Jun 30, 26	-1.12K	0.00%
Cornerstone Planning Group LLC	1.00K	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	854	Jun 30, 26	--	0.00%
FMR LLC	839	Jun 30, 26	-12.15K	0.00%
Clearstead Trust, LLC	811	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	805	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	768	Jun 30, 26	--	0.00%
US BANCORP \DE\	738	Jun 30, 26	-543	0.00%
Ronald Blue Trust, Inc.	650	Jun 30, 26	+650	0.00%
HOLLENCREST CAPITAL MANAGEMENT	643	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	587	Jun 30, 26	-26	0.00%
CALDWELL SUTTER CAPITAL, INC.	561	Jun 30, 26	--	0.00%
Triumph Capital Management	554	Jun 30, 26	-3	0.00%
Quest 10 Wealth Builders, Inc.	549	Jun 30, 26	-800	0.00%
Gen-Wealth Partners Inc	508	Jun 30, 26	+5	0.00%
VANGUARD ADVISERS INC	489	Jun 30, 26	+17	0.00%
Allspring Global Investments Holdings, LLC	463	Jun 30, 26	--	0.00%
GAMMA Investing LLC	378	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	371	Jun 30, 26	--	0.00%
Bank of New Hampshire	350	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	320	Jun 30, 26	+39	0.00%
Spire Wealth Management	311	Jun 30, 26	--	0.00%
Larson Financial Group LLC	305	Jun 30, 26	+135	0.00%
Center for Financial Planning, Inc.	292	Jun 30, 26	--	0.00%
CITIGROUP INC	275	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	244	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	234	Jun 30, 26	+234	0.00%
Kingdom Financial Group LLC.	228	Jun 30, 26	-334	0.00%
Westfuller Advisors, LLC	214	Jun 30, 26	+2	0.00%
Decker Retirement Planning Inc.	208	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	150	Jun 30, 26	+150	0.00%
VSM Wealth Advisory, LLC	134	Jun 30, 26	+134	0.00%
Manchester Capital Management LLC	134	Jun 30, 26	+134	0.00%
BESSEMER GROUP INC	133	Jun 30, 26	--	0.00%
Prestige Wealth Management Group LLC	130	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	99	Jun 30, 26	+99	0.00%
Hickory Point Bank & Trust	80	Jun 30, 26	-7.50K	0.00%
WOLFF WIESE MAGANA LLC	64	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	50	Jun 30, 26	--	0.00%
High Note Wealth, LLC	32	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	32	Jun 30, 26	-50	0.00%
Richard W. Paul & Associates, LLC	30	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	23	Jun 30, 26	+23	0.00%
Networth Advisors, LLC	22	Jun 30, 26	-33	0.00%
Values First Advisors, Inc.	6	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	1	Jun 30, 26	+1	0.00%
Forthright Family Wealth Advisory LLC	--	Jun 30, 26	-72.62K	--
SCOTIA CAPITAL INC.	--	Jun 30, 26	-9.37K	--
CARY STREET PARTNERS FINANCIAL LLC	--	Jun 30, 26	-7.43K	--
Pacifica Partners Inc.	--	Jun 30, 26	-317	--
SHP Wealth Management	--	Jun 30, 26	-1.10K	--
Addison Advisors LLC	--	Jun 30, 26	-3.83K	--
Elevation Capital Advisory, LLC	--	Jun 30, 26	-41.73K	--
Independent Advisor Alliance	--	Jun 30, 26	-7.79K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-172	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-13.56K	--
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	--	Jun 30, 26	-13.37K	--
Rossby Financial, LCC	--	Jun 30, 26	-108	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-80	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-14.43K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-68	--
Koss-Olinger Consulting, LLC	--	Jun 30, 26	-8.47K	--
Elevated Capital Advisors, LLC	--	Jun 30, 26	-183	--
Gilbert Capital Group, Inc.	--	Jun 30, 26	-7.17K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-66	--
OPPENHEIMER & CO INC	--	Jun 30, 26	-14.53K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-78	--
MAI Capital Management	--	Jun 30, 26	-722	--
Integrated Advisors Network LLC	--	Jun 30, 26	-23.40K	--
PFG Investments, LLC	--	Jun 30, 26	-7.73K	--
Lunt Capital Management, Inc.	--	Jun 30, 26	-12.26K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-20.55K	--
BlackRock, Inc.	--	Jun 30, 26	-1	--
Cherry Tree Wealth Management, LLC	435.95K	Mar 31, 26	+10.10K	0.45%
CWM, LLC	182.24K	Mar 31, 26	-8.36K	0.19%
MILLINGTON SECURITIES, INC.	28.73K	Mar 31, 26	+28.73K	0.03%
Vantage Investment Partners, LLC	10.37K	Mar 31, 26	--	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	8.74K	Mar 31, 26	--	0.01%
Jackson Hole Capital Partners, LLC	3.26K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	1.14K	Mar 31, 26	--	0.00%
COMERICA BANK	19.72K	Dec 31, 25	+8.22K	0.02%
CIBC Private Wealth Group, LLC	1.24K	Dec 31, 25	-390	0.00%
New Millennium Group LLC	22	Dec 31, 25	--	0.00%
Wela Strategies, Inc.	73.83K	Sep 30, 25	+1.06K	0.08%
FIRST NATIONAL CORP /MA/ /ADV	73.65K	Sep 30, 25	+528	0.08%
FULLCIRCLE WEALTH LLC	9.70K	Sep 30, 25	-296	0.01%
AllSquare Wealth Management LLC	200	Sep 30, 25	--	0.00%
Guerra Advisors Inc	6	Sep 30, 25	+6	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-29.48K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-11.65K	--
Better Money Decisions, LLC	207.50K	Jun 30, 25	+16.18K	0.22%
Atria Wealth Solutions, Inc.	110.57K	Jun 30, 25	+2.73K	0.11%
AVANTAX ADVISORY SERVICES, INC.	46.00K	Jun 30, 25	-49	0.05%
Congress Wealth Management LLC / DE /	20.00K	Jun 30, 25	--	0.02%
Iron Horse Wealth Management, LLC	6.90K	Jun 30, 25	-248	0.01%
Astor Investment Management LLC	68	Jun 30, 25	+68	0.00%
Legacy Investment Solutions, LLC	66	Jun 30, 25	+66	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-399	--
Orion Portfolio Solutions, LLC	7.34K	Mar 31, 25	--	0.01%
Lindbrook Capital, LLC	1	Mar 31, 25	--	0.00%
Vista Wealth Management Group, LLC	--	Mar 31, 25	-6.58K	--
Treynor Bancshares, Inc.	291.11K	Dec 31, 24	-9.60K	0.30%
Fernwood Investment Management, LLC	32.00K	Dec 31, 24	--	0.03%
RAYMOND JAMES & ASSOCIATES	427.58K	Sep 30, 24	-88.33K	0.44%
Raymond James Financial Services Advisors, Inc.	100.29K	Sep 30, 24	-92.10K	0.10%
Peterson Financial Group, Inc.	1.83K	Sep 30, 24	+1.83K	0.00%
Family Asset Management, LLC	1.27K	Sep 30, 24	-518	0.00%
Carmichael Hill & Associates, Inc.	46	Sep 30, 24	--	0.00%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-13.71K	--
All Season Financial Advisors, Inc.	--	Sep 30, 24	-117.51K	--
Windham Capital Management, LLC	13.65K	Jun 30, 24	+245	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.17K	Jun 30, 24	+1.53K	0.00%
BlackRock Inc.	2.08K	Jun 30, 24	+2.08K	0.00%
Cetera Advisor Networks LLC	245.85K	Mar 31, 24	-225.34K	0.26%
Cetera Advisors LLC	135.13K	Mar 31, 24	+135.13K	0.14%
Retirement Group, LLC	3.05K	Mar 31, 24	+11	0.00%
Connectus Wealth, LLC	--	Mar 31, 24	-169.70K	--
TELEMUS CAPITAL, LLC	114.50K	Dec 31, 23	-5.58K	0.12%
StrategIQ Financial Group, LLC	15.56K	Dec 31, 23	-1.00K	0.02%
COLONY GROUP LLC	18.93K	Sep 30, 23	-5.12K	0.02%
V Wealth Advisors LLC	--	Sep 30, 23	-297.99K	--
TIAA, FSB	1.51M	Jun 30, 23	+443.67K	1.57%
Financial Architects, Inc	140.48K	Jun 30, 23	-13.45K	0.15%
PICTET ASSET MANAGEMENT SA	70.56K	Jun 30, 23	--	0.07%
BerganKDV Wealth Management, LLC	14.30K	Jun 30, 23	-2.13K	0.01%
Tillar-Wenstrup Advisors, LLC	364.57K	Dec 31, 22	+1.01K	0.38%
Claraphi Advisory Network, LLC	60.75K	Dec 31, 22	+40.26K	0.06%
Burleson & Company, LLC	201	Dec 31, 22	--	0.00%
Foresight Wealth Management, LLC	--	Dec 31, 22	-8.87K	--
UBP Investment Advisors SA	529.15K	Sep 30, 22	-107.19K	0.55%
American Portfolios Advisors	253.63K	Sep 30, 22	-26.17K	0.26%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	93.08K	Sep 30, 22	+27.01K	0.10%
ROOSEVELT INVESTMENT GROUP LLC	31.34K	Sep 30, 22	-995	0.03%
EATON VANCE MANAGEMENT	21.11K	Sep 30, 22	--	0.02%
American Research & Management Co.	2.30K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	310	Sep 30, 22	+310	0.00%
FURE FINANCIAL CORP	--	Sep 30, 22	-66	--
KerberRose Wealth Management, LLC	42.97K	Jun 30, 22	+42.97K	0.04%
IndexIQ Advisors LLC	566.01K	Mar 31, 22	+277.29K	0.59%
Livingston Group Asset Management CO (operating as Southport Capital Management)	76.35K	Mar 31, 22	-139.22K	0.08%
CAPITAL ONE FINANCIAL CORP	63.09K	Mar 31, 22	-327.09K	0.07%
Permit Capital Advisors, LLC	13.81K	Mar 31, 22	+13.81K	0.01%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-134.75K	--
REILLY FINANCIAL ADVISORS, LLC	264.18K	Dec 31, 21	-23.11K	0.27%
Grace Capital	40.00K	Dec 31, 21	--	0.04%
NEXT Financial Group, Inc	567	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-5.81K	--
DeGreen Capital Management LLC	324.40K	Sep 30, 21	+180.64K	0.34%
NorthCoast Asset Management LLC	28.93K	Sep 30, 21	+4.30K	0.03%
Ameritas Investment Company, LLC	20.17K	Sep 30, 21	+1.34K	0.02%
Sonora Investment Management, LLC	480	Sep 30, 21	+480	0.00%
PICTET ASSET MANAGEMENT LTD	294.16K	Jun 30, 21	--	0.31%
ROWLAND CARMICHAEL ADVISORS INC /ADV	30.04K	Dec 31, 20	-10.78K	0.03%
OLD MISSION CAPITAL, LLC	9.77K	Dec 31, 20	+9.77K	0.01%
Lucia Wealth Services, LLC	187.83K	Sep 30, 20	-2.96K	0.20%
First Allied Advisory Services, Inc.	39.17K	Sep 30, 20	-2.50K	0.04%
Capstone Financial Group, Inc.	4.01K	Sep 30, 20	--	0.00%
Global Financial Private Capital, Inc	396.39K	Jun 30, 20	+93.04K	0.41%
Argent Wealth Management LLC	196.62K	Jun 30, 20	+23.15K	0.20%
361 CAPITAL LLC	54.76K	Jun 30, 20	+1.56K	0.06%
CAPITAL ONE, NATIONAL ASSOCIATION	245.38K	Dec 31, 19	+245.38K	0.26%
LADENBURG THALMANN FINANCIAL SERVICES INC.	245.28K	Dec 31, 19	+32.46K	0.25%
Advisor Group, Inc.	113.07K	Dec 31, 19	+7.50K	0.12%
SUNTRUST BANKS INC	244.71K	Sep 30, 19	+27.52K	0.25%
BB&T SECURITIES, LLC	197.91K	Sep 30, 19	-798.15K	0.21%
Capital One Investing, Inc.	147.59K	Sep 30, 19	+29.09K	0.15%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.23K	Sep 30, 19	-38	0.00%
Live Your Vision, LLC	624.83K	Mar 31, 19	-10.05K	0.65%
Ceros Financial Services Inc.	72.35K	Mar 31, 19	+72.35K	0.08%
HL FINANCIAL SERVICES LLC	20.13K	Mar 31, 19	-300	0.02%
NEXT Financial Holdings	2.40K	Mar 31, 19	+2.40K	0.00%
Vantage Investment Advisors, LLC	2.55K	Sep 30, 18	--	0.00%
BB&T INVESTMENT SERVICES, INC.	9.15K	Dec 31, 17	+9.15K	0.01%
GIRARD SECURITIES, INC.	8.52K	Sep 30, 17	--	0.01%
Commonwealth Equity Services, Inc	11.69K	Jun 30, 17	+11.69K	0.01%
MSI Financial Services Inc	3.36K	Dec 31, 16	+2.06K	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-6.21K	--
FolioMetrix LLC	22.66K	Jun 30, 15	-17.05K	0.02%
VALLEY NATIONAL BANCORP	157.57K	Dec 31, 14	-2.76K	0.16%
UBS AG	27.86K	Sep 30, 14	+5.68K	0.03%
Strategic Capital Group LLC	31.68K	Jun 30, 14	+4.83K	0.03%
KMS FINANCIAL SERVICES, INC	6.74K	Jun 30, 14	-8.51K	0.01%
Jane Street Holding, LLC	--	Dec 31, 13	-146.69K	--
STIFEL NICOLAUS & CO INC \MO\	8.65K	Sep 30, 13	+1.45K	0.01%

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Holder

Date

Change

% Held

Wealthfront Advisers LLC

5.07M

Jun 30, 26

-251.68K

5.27%

AMERIPRISE FINANCIAL INC

4.11M

Jun 30, 26

+295.24K

4.27%

LPL Financial LLC

3.93M

Jun 30, 26

+1.72M

4.09%

ENVESTNET ASSET MANAGEMENT INC

2.70M

Jun 30, 26

+413.91K

2.81%

BANK OF AMERICA CORP /DE/

2.46M

Jun 30, 26

+1.11M

2.55%

MORGAN STANLEY

1.97M

Jun 30, 26

-356.04K

2.05%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

1.97M

Jun 30, 26

+450.23K

2.04%

WELLS FARGO & COMPANY/MN

1.87M

Jun 30, 26

-350.43K

1.94%

Curbstone Financial Management Corp

1.30M

Jun 30, 26

+33.88K

1.36%

Facet Wealth, Inc.

1.17M

Jun 30, 26

-20.81K

1.21%

Cetera Investment Advisers

1.01M

Jun 30, 26

+451.98K

1.05%

Fundamentum, LLC

991.17K

Jun 30, 26

+30.43K

1.03%

Farther Finance Advisors, LLC

976.40K

Jun 30, 26

+51.60K

1.01%

KEYBANK NATIONAL ASSOCIATION/OH

969.43K

Jun 30, 26

-43.38K

1.01%

STATE STREET CORP

941.32K

Jun 30, 26

+249.19K

0.98%

MFA WEALTH ADVISORS, LLC

930.04K

Jun 30, 26

+129.82K

0.97%

Coppell Advisory Solutions LLC

873.37K

Jun 30, 26

+873.37K

0.91%

Cornerstone Management, Inc.

872.43K

Jun 30, 26

+139.24K

0.91%

RAYMOND JAMES FINANCIAL INC

847.17K

Jun 30, 26

+128.25K

0.88%

Advisory Alpha, LLC

806.62K

Jun 30, 26

-42.20K

0.84%

MILESTONE ASSET MANAGEMENT, LLC

796.50K

Jun 30, 26

+235.17K

0.83%

WESCAP Management Group, Inc.

790.58K

Jun 30, 26

+84.43K

0.82%

Ameliora Wealth Management Ltd.

742.06K

Jun 30, 26

+5.91K

0.77%

Beacon Capital Management, Inc.

736.37K

Jun 30, 26

-1.16M

0.77%

Penobscot Investment Management Company, Inc.

629.28K

Jun 30, 26

+69.40K

0.65%

CITADEL ADVISORS LLC

549.37K

Jun 30, 26

+531.15K

0.57%

ALLSTATE CORP

549.21K

Jun 30, 26

+549.21K

0.57%

Towercrest Capital Management

541.50K

Jun 30, 26

-43.32K

0.56%

Providence First Trust Co

527.84K

Jun 30, 26

+34.03K

0.55%

Whitcomb & Hess, Inc.

526.42K

Jun 30, 26

+13.01K

0.55%

Alliance Wealth Management Group

512.83K

Jun 30, 26

-45.59K

0.53%

APPLETON PARTNERS INC/MA

506.53K

Jun 30, 26

+58.33K

0.53%

COMMONWEALTH EQUITY SERVICES, LLC

483.78K

Jun 30, 26

+22.09K

0.50%

IHT Wealth Management, LLC

477.24K

Jun 30, 26

-25.49K

0.50%

RFG Advisory, LLC

454.96K

Jun 30, 26

+54.39K

0.47%

Prime Capital Investment Advisors, LLC

437.02K

Jun 30, 26

-12.38K

0.45%

ASSETMARK, INC

429.45K

Jun 30, 26

+428.03K

0.45%

UBS Group AG

427.91K

Jun 30, 26

-6.98K

0.44%

JPMORGAN CHASE & CO

403.92K

Jun 30, 26

+129.43K

0.42%

ADVISOR GROUP HOLDINGS, INC.

391.41K

Jun 30, 26

+14.07K

0.41%

PARSONS CAPITAL MANAGEMENT INC/RI

378.06K

Jun 30, 26

-19.60K

0.39%

Atria Investments, Inc

347.15K

Jun 30, 26

+151.68K

0.36%

DEAN INVESTMENT ASSOCIATES, LLC

331.16K

Jun 30, 26

+20.95K

0.34%

FIDUCIARY FINANCIAL GROUP, LLC

330.91K

Jun 30, 26

+15.70K

0.34%

Gotham Asset Management, LLC

325.10K

Jun 30, 26

+325.10K

0.34%

Aspetuck Financial Management LLC

317.77K

Jun 30, 26

+3.78K

0.33%

Valmark Advisers, Inc.

294.73K

Jun 30, 26

-700.34K

0.31%

Private Advisor Group, LLC

291.69K

Jun 30, 26

+12.51K

0.30%

CoreCap Advisors, LLC

284.00K

Jun 30, 26

+283.13K

0.30%

CALTON & ASSOCIATES, INC.

280.54K

Jun 30, 26

-42.53K

0.29%

Legacy Edge Advisors, LLC

254.33K

Jun 30, 26

-1.07K

0.26%

Steward Partners Investment Advisory, LLC

247.92K

Jun 30, 26

+10.83K

0.26%

Cedar Mountain Advisors, LLC

240.25K

Jun 30, 26

+688

0.25%

Cannon Advisors, Inc.

234.79K

Jun 30, 26

+25.98K

0.24%

Kovitz Investment Group Partners, LLC

229.59K

Jun 30, 26

+8.54K

0.24%

RiverGlades Family Offices LLC

226.62K

Jun 30, 26

+12.05K

0.24%

MATAURO, LLC

222.02K

Jun 30, 26

-3.33K

0.23%

Capital Investment Advisors, LLC

216.00K

Jun 30, 26

-1.91K

0.22%

Cambridge Investment Research Advisors, Inc.

213.03K

Jun 30, 26

-966

0.22%

Merit Financial Group, LLC

208.93K

Jun 30, 26

+10.18K

0.22%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

208.43K

Jun 30, 26

-14.86K

0.22%

Mosley Wealth Management

201.80K

Jun 30, 26

+191.21K

0.21%

AVITY INVESTMENT MANAGEMENT INC.

191.04K

Jun 30, 26

+3.48K

0.20%

ROYAL BANK OF CANADA

190.46K

Jun 30, 26

-7.73K

0.20%

MML INVESTORS SERVICES, LLC

188.60K

Jun 30, 26

+16.80K

0.20%

HERITAGE OAK WEALTH ADVISORS LLC

182.83K

Jun 30, 26

+182.83K

0.19%

JONES FINANCIAL COMPANIES LLLP

177.86K

Jun 30, 26

+39.17K

0.18%

HARBOR ADVISORY CORP /MA/

176.87K

Jun 30, 26

-4.63K

0.18%

Ameritas Advisory Services, LLC

171.87K

Jun 30, 26

-115.65K

0.18%

Buska Wealth Management, LLC

169.86K

Jun 30, 26

-46.00K

0.18%

ALESCO ADVISORS LLC

169.27K

Jun 30, 26

+384

0.18%

Colony Group, LLC

152.53K

Jun 30, 26

+13.43K

0.16%

TRUIST FINANCIAL CORP

148.50K

Jun 30, 26

+9.48K

0.15%

Empowered Funds, LLC

144.89K

Jun 30, 26

+26.45K

0.15%

SAX WEALTH ADVISORS, LLC

143.01K

Jun 30, 26

+2.80K

0.15%

COURIER CAPITAL LLC

141.25K

Jun 30, 26

-3.22K

0.15%

EAGLE GLOBAL ADVISORS LLC

139.75K

Jun 30, 26

+5.00K

0.15%

Ridgewood Investments LLC

138.86K

Jun 30, 26

+12.61K

0.14%

Baird Financial Group, Inc.

137.89K

Jun 30, 26

-2.98K

0.14%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

137.37K

Jun 30, 26

-71.43K

0.14%

HighTower Advisors, LLC

136.22K

Jun 30, 26

-25.52K

0.14%

Viaable, LLC

133.96K

Jun 30, 26

+133.96K

0.14%

Generation Capital Management LLC

132.33K

Jun 30, 26

-1.67K

0.14%

JACOBSON & SCHMITT ADVISORS, LLC

131.76K

Jun 30, 26

+3.50K

0.14%

Sowell Financial Services LLC

127.97K

Jun 30, 26

+1.64K

0.13%

TERRIL BROTHERS, INC.

124.83K

Jun 30, 26

-50

0.13%

Aries Wealth Management

123.58K

Jun 30, 26

-2.60K

0.13%

Asset One Wealth Management LLC

121.55K

Jun 30, 26

+22.55K

0.13%

MONECO Advisors, LLC

120.36K

Jun 30, 26

+1.15K

0.13%

SYKON CAPITAL LLC

111.47K

Jun 30, 26

+82.81K

0.12%

10Elms LLP

111.27K

Jun 30, 26

+59.69K

0.12%

GILPIN WEALTH MANAGEMENT, LLC

110.36K

Jun 30, 26

+6.16K

0.11%

Tandem Investment Partners LLC

110.23K

Jun 30, 26

+2.21K

0.11%

Creative Planning

107.56K

Jun 30, 26

-6.18K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

107.45K

Jun 30, 26

+1.01K

0.11%

Gould Capital, LLC

105.22K

Jun 30, 26

-128

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

104.49K

Jun 30, 26

+580

0.11%

GUGGENHEIM CAPITAL LLC

96.52K

Jun 30, 26

+7.11K

0.10%

Foundations Investment Advisors, LLC

96.33K

Jun 30, 26

+10.19K

0.10%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

95.07K

Jun 30, 26

+1.60K

0.10%

Sovran Advisors, LLC

93.80K

Jun 30, 26

+81.83K

0.10%

United Community Bank

90.31K

Jun 30, 26

+3.05K

0.09%

BCS Wealth Management

89.42K

Jun 30, 26

-3.46K

0.09%

NewEdge Advisors, LLC

89.26K

Jun 30, 26

+15.18K

0.09%

Mariner, LLC

88.83K

Jun 30, 26

-101.92K

0.09%

PFG Advisors

88.22K

Jun 30, 26

-14.91K

0.09%

GREAT VALLEY ADVISOR GROUP, INC.

85.02K

Jun 30, 26

-102.24K

0.09%

Virtue Capital Management, LLC

83.69K

Jun 30, 26

+42.42K

0.09%

EXCHANGE TRADED CONCEPTS, LLC

79.39K

Jun 30, 26

-93.62K

0.08%

Global View Capital Management LLC

79.03K

Jun 30, 26

+79.03K

0.08%

Aletheian Wealth Advisors LLC

77.01K

Jun 30, 26

+1.33K

0.08%

PERSPECTIVE WEALTH ADVISORS LLC

74.18K

Jun 30, 26

+5.16K

0.08%

Concurrent Investment Advisors, LLC

69.89K

Jun 30, 26

+69.89K

0.07%

Bank of New York Mellon Corp

68.46K

Jun 30, 26

+39.99K

0.07%

CENTRAL TRUST Co

67.52K

Jun 30, 26

-4.77K

0.07%

Western Wealth Management, LLC

67.19K

Jun 30, 26

-2.04K

0.07%

Warner Group LLC

63.96K

Jun 30, 26

+54.54K

0.07%

Hilltop Holdings Inc.

62.72K

Jun 30, 26

-38.75K

0.07%

Sanctuary Advisors, LLC

62.34K

Jun 30, 26

+62.34K

0.06%

J.W. COLE ADVISORS, INC.

57.87K

Jun 30, 26

+2.41K

0.06%

FLAGSHIP HARBOR ADVISORS, LLC

56.73K

Jun 30, 26

+21

0.06%

United Advisor Group, LLC

56.60K

Jun 30, 26

+56.60K

0.06%

Carr Financial Group Corp

56.20K

Jun 30, 26

-25.53K

0.06%

HORIZON FINANCIAL SERVICES, LLC

55.85K

Jun 30, 26

-19.27K

0.06%

BANK OF NOVA SCOTIA

52.60K

Jun 30, 26

-26.00K

0.05%

Equitable Holdings, Inc.

50.82K

Jun 30, 26

-6.83K

0.05%

Cito Capital Group, LLC

49.00K

Jun 30, 26

+6.00K

0.05%

Global Retirement Partners, LLC

47.94K

Jun 30, 26

+47.94K

0.05%

HRT FINANCIAL LP

47.26K

Jun 30, 26

+35.58K

0.05%

Belpointe Asset Management LLC

45.74K

Jun 30, 26

+7.35K

0.05%

GOLDMAN SACHS GROUP INC

44.75K

Jun 30, 26

+30.16K

0.05%

Hobart Private Capital, LLC

44.70K

Jun 30, 26

-5.51K

0.05%

Crews Bank & Trust

44.67K

Jun 30, 26

-285

0.05%

Ethos Financial Group, LLC

44.41K

Jun 30, 26

+2.56K

0.05%

VisionPoint Advisory Group, LLC

44.18K

Jun 30, 26

+44.18K

0.05%

Tradewinds Capital Management, LLC

43.97K

Jun 30, 26

-671

0.05%

WJ Wealth Management, LLC

43.81K

Jun 30, 26

+27.14K

0.05%

Hudson Portfolio Management LLC

43.74K

Jun 30, 26

+300

0.05%

Tranquilli Financial Advisor LLC

43.45K

Jun 30, 26

-32.85K

0.05%

WORLD EQUITY GROUP, INC.

43.23K

Jun 30, 26

+43.23K

0.04%

Portland Financial Advisors Inc

43.08K

Jun 30, 26

+2.04K

0.04%

Geneos Wealth Management Inc.

42.29K

Jun 30, 26

-1.43K

0.04%

Chesley Taft & Associates LLC

41.50K

Jun 30, 26

+1.90K

0.04%

WCG Wealth Advisors LLC

40.67K

Jun 30, 26

+1.91K

0.04%

CVA Family Office, LLC

40.40K

Jun 30, 26

+159

0.04%

McBroom & Associates, LLC

39.59K

Jun 30, 26

-91

0.04%

EP Wealth Advisors, LLC

38.98K

Jun 30, 26

+4.76K

0.04%

SWMG, LLC

38.85K

Jun 30, 26

+38.85K

0.04%

Legacy Capital Group California, Inc.

38.45K

Jun 30, 26

-51.10K

0.04%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

38.30K

Jun 30, 26

0.04%

PRINCIPAL SECURITIES, INC.

38.03K

Jun 30, 26

-1.34K

0.04%

Unify Financial Advisors

37.65K

Jun 30, 26

+14.64K

0.04%

BANK OF MONTREAL /CAN/

37.56K

Jun 30, 26

+619

0.04%

Fortune Financial Group, Inc.

36.82K

Jun 30, 26

-13.45K

0.04%

IFP Advisors, Inc

36.54K

Jun 30, 26

+31.94K

0.04%

Legacy Wealth Partners, LLC

36.15K

Jun 30, 26

+36.15K

0.04%

Kestra Advisory Services, LLC

35.60K

Jun 30, 26

+994

0.04%

YHB Investment Advisors, Inc.

34.55K

Jun 30, 26

0.04%

Glen Eagle Advisors, LLC

34.41K

Jun 30, 26

+264

0.04%

GeoWealth Management, LLC

34.27K

Jun 30, 26

+7.54K

0.04%

Hutchens & Kramer Investment Management Group, LLC

33.14K

Jun 30, 26

+33.14K

0.03%

Waverly Advisors, LLC

32.38K

Jun 30, 26

+1.77K

0.03%

BENJAMIN EDWARDS INC

31.36K

Jun 30, 26

+3.17K

0.03%

StoneX Group Inc.

31.10K

Jun 30, 26

+6.71K

0.03%

Mount Lucas Management LP

29.85K

Jun 30, 26

+253

0.03%

Fulcrum Equity Management

29.84K

Jun 30, 26

+29.84K

0.03%

Buckingham Strategic Partners

29.15K

Jun 30, 26

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

29.04K

Jun 30, 26

-14.36K

0.03%

Stratos Wealth Partners, LTD.

28.85K

Jun 30, 26

-390

0.03%

Old Port Advisors

28.40K

Jun 30, 26

-1.53K

0.03%

Uncommon Cents Investing LLC

28.19K

Jun 30, 26

+15

0.03%

Brady Martz Wealth Solutions, LLC

27.93K

Jun 30, 26

0.03%

FIFTH THIRD BANCORP

26.70K

Jun 30, 26

+14.57K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.42K

Jun 30, 26

-232.44K

0.03%

Meridian Wealth Management, LLC

26.38K

Jun 30, 26

-587

0.03%

AE Wealth Management LLC

25.45K

Jun 30, 26

-32.80K

0.03%

Resources Investment Advisors, LLC.

25.15K

Jun 30, 26

+25.15K

0.03%

Sigma Planning Corp

25.12K

Jun 30, 26

-3.54K

0.03%

Eagle Capital Management, LLC

24.28K

Jun 30, 26

0.03%

LIBERTY WEALTH MANAGEMENT LLC

24.09K

Jun 30, 26

0.03%

Advisory Services Network, LLC

22.91K

Jun 30, 26

-504

0.02%

Blake Schutter Theil Wealth Advisors, LLC

22.81K

Jun 30, 26

-20

0.02%

WBI INVESTMENTS, INC.

22.70K

Jun 30, 26

-6.03K

0.02%

TritonPoint Partners, LLC

20.70K

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

20.67K

Jun 30, 26

+8.61K

0.02%

CI Private Wealth, LLC

19.75K

Jun 30, 26

+882

0.02%

JANE STREET GROUP, LLC

19.48K

Jun 30, 26

+19.48K

0.02%

Gladstone Institutional Advisory LLC

19.07K

Jun 30, 26

-2.70K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

18.93K

Jun 30, 26

+18.93K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

18.78K

Jun 30, 26

0.02%

Advisor Resource Council

18.76K

Jun 30, 26

+654

0.02%

Ausdal Financial Partners, Inc.

18.74K

Jun 30, 26

+11.30K

0.02%

Rock Point Advisors, LLC

18.67K

Jun 30, 26

0.02%

Cerity Partners LLC

18.58K

Jun 30, 26

-166

0.02%

Outlook Wealth Advisors, LLC

18.15K

Jun 30, 26

-4.30K

0.02%

Modera Wealth Management, LLC

17.61K

Jun 30, 26

+42

0.02%

GUIDANCE CAPITAL, INC

17.38K

Jun 30, 26

+1.92K

0.02%

OAK HARBOR WEALTH PARTNERS, LLC

16.46K

Jun 30, 26

-8.30K

0.02%

Crabel Capital Management, LLC

16.43K

Jun 30, 26

+16.43K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

16.43K

Jun 30, 26

-4.99K

0.02%

Simplicity Wealth,LLC

16.32K

Jun 30, 26

+9.04K

0.02%

Comprehensive Money Management Services LLC

15.78K

Jun 30, 26

0.02%

WOODWARD DIVERSIFIED CAPITAL, LLC

15.72K

Jun 30, 26

-17.79K

0.02%

Integrated Investment Consultants, LLC

15.70K

Jun 30, 26

0.02%

Tactive Advisors, LLC

15.57K

Jun 30, 26

+4.28K

0.02%

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

15.46K

Jun 30, 26

-11.43K

0.02%

Wealthcare Advisory Partners LLC

14.77K

Jun 30, 26

-430

0.02%

Koshinski Asset Management, Inc.

14.34K

Jun 30, 26

+1.46K

0.01%

VISTA INVESTMENT MANAGEMENT

14.13K

Jun 30, 26

+2.93K

0.01%

Samara Investment Management, LLC

14.12K

Jun 30, 26

0.01%

Apella Capital, LLC

14.10K

Jun 30, 26

-9

0.01%

Summit Place Financial Advisors, LLC

14.02K

Jun 30, 26

+1.12K

0.01%

MTM Investment Management, LLC

13.85K

Jun 30, 26

0.01%

Vise Technologies, Inc.

13.83K

Jun 30, 26

+4.32K

0.01%

NBC SECURITIES, INC.

13.79K

Jun 30, 26

-6.33K

0.01%

Bleakley Financial Group, LLC

13.79K

Jun 30, 26

-2.97K

0.01%

Worth Asset Management, LLC

13.77K

Jun 30, 26

-195

0.01%

Laraway Financial Advisors Inc

13.61K

Jun 30, 26

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13.61K

Jun 30, 26

-63

0.01%

FIDUCIARY TRUST CO

12.99K

Jun 30, 26

0.01%

STIFEL FINANCIAL CORP

12.96K

Jun 30, 26

+626

0.01%

Kohmann Bosshard Financial Services, LLC

12.82K

Jun 30, 26

+61

0.01%

Kovack Advisors, Inc.

12.80K

Jun 30, 26

+356

0.01%

Perigon Wealth Management, LLC

12.61K

Jun 30, 26

+1.85K

0.01%

Legacy Capital Wealth Partners, LLC

12.46K

Jun 30, 26

-1.93K

0.01%

NEW WAVE WEALTH ADVISORS LLC

12.14K

Jun 30, 26

+5.27K

0.01%

Arkadios Wealth Advisors

12.01K

Jun 30, 26

+12.01K

0.01%

Allworth Financial LP

11.95K

Jun 30, 26

-8.43K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

11.76K

Jun 30, 26

-690

0.01%

SageView Advisory Group, LLC

11.73K

Jun 30, 26

-1.99K

0.01%

Valpey Financial Services, LLC

11.63K

Jun 30, 26

+336

0.01%

MGO ONE SEVEN LLC

11.62K

Jun 30, 26

+11.62K

0.01%

Rockefeller Capital Management L.P.

11.61K

Jun 30, 26

-16.38K

0.01%

BEACON FINANCIAL GROUP

11.46K

Jun 30, 26

-1.35K

0.01%

NBT BANK N A /NY

11.19K

Jun 30, 26

+9.73K

0.01%

Miracle Mile Advisors, LLC

11.13K

Jun 30, 26

-203

0.01%

HighPoint Advisor Group LLC

11.09K

Jun 30, 26

-903

0.01%

Octavia Wealth Advisors, LLC

11.00K

Jun 30, 26

-970

0.01%

Hershey Financial Advisers, LLC

10.59K

Jun 30, 26

-5.86K

0.01%

Brand Asset Management Group, Inc.

10.48K

Jun 30, 26

0.01%

IFG Advisory, LLC

10.23K

Jun 30, 26

+10.23K

0.01%

Encompass More Asset Management

10.00K

Jun 30, 26

+10.00K

0.01%

Synergy Asset Management, LLC

10.00K

Jun 30, 26

0.01%

Auour Investments LLC

9.95K

Jun 30, 26

+114

0.01%

Capital Advisory Group Advisory Services, LLC

9.90K

Jun 30, 26

-11.68K

0.01%

Strategic Blueprint, LLC

9.88K

Jun 30, 26

+2.72K

0.01%

Cornerstone Wealth, LLC/TN

9.83K

Jun 30, 26

0.01%

Avantax Planning Partners, Inc.

9.65K

Jun 30, 26

0.01%

MCF Advisors LLC

9.56K

Jun 30, 26

+67

0.01%

MERCER GLOBAL ADVISORS INC /ADV

9.52K

Jun 30, 26

-3.68K

0.01%

Root Financial Partners, LLC

9.51K

Jun 30, 26

-606

0.01%

Opulen Financial Group LLC

9.50K

Jun 30, 26

+79

0.01%

CreativeOne Wealth, LLC

9.45K

Jun 30, 26

-13.29K

0.01%

Riverbend Wealth Management, LLC

9.36K

Jun 30, 26

+266

0.01%

Trilogy Capital Inc.

9.30K

Jun 30, 26

+1.95K

0.01%

Savvy Advisors, Inc.

9.20K

Jun 30, 26

+9.20K

0.01%

ST GERMAIN D J CO INC

9.19K

Jun 30, 26

-925

0.01%

Centennial Bank/AR/

8.87K

Jun 30, 26

-6.27K

0.01%

BNP PARIBAS ARBITRAGE, SNC

8.21K

Jun 30, 26

+8.20K

0.01%

NTV ASSET MANAGEMENT LLC

8.07K

Jun 30, 26

0.01%

SBI Securities Co., Ltd.

7.99K

Jun 30, 26

+7.45K

0.01%

Advisor OS, LLC

7.90K

Jun 30, 26

+1.18K

0.01%

Vermillion Wealth Management, Inc.

7.89K

Jun 30, 26

-431

0.01%

LANE BROTHERS & CO INC

7.80K

Jun 30, 26

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

7.75K

Jun 30, 26

+387

0.01%

NAPLES GLOBAL ADVISORS, LLC

7.71K

Jun 30, 26

0.01%

Rockingstone Advisors LLC

7.55K

Jun 30, 26

+7.55K

0.01%

Pinnacle Family Advisors, LLC

7.52K

Jun 30, 26

0.01%

CAP Partners, LLC

7.50K

Jun 30, 26

-4.04K

0.01%

Tempus Wealth Planning, LLC

7.42K

Jun 30, 26

+7.42K

0.01%

Traub Capital Management LLC

7.40K

Jun 30, 26

-965

0.01%

Pensionmark Financial Group, LLC

7.21K

Jun 30, 26

0.01%

Curtis Advisory Group, LLC

7.11K

Jun 30, 26

+295

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

7.09K

Jun 30, 26

-12

0.01%

My Personal CFO, LLC

7.00K

Jun 30, 26

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

6.89K

Jun 30, 26

-17.92K

0.01%

Bath Savings Trust Co

6.81K

Jun 30, 26

+6.81K

0.01%

GENESIS PRIVATE WEALTH, LLC

6.72K

Jun 30, 26

-2

0.01%

Eqis Capital Management, Inc.

6.66K

Jun 30, 26

+6.66K

0.01%

DAVENPORT & Co LLC

6.61K

Jun 30, 26

-12.14K

0.01%

Roger Wittlin Investment Advisory, LLC

6.58K

Jun 30, 26

+68

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

6.57K

Jun 30, 26

+6.57K

0.01%

PARK AVENUE SECURITIES LLC

6.53K

Jun 30, 26

+6.53K

0.01%

Capital Investment Advisory Services, LLC

5.90K

Jun 30, 26

-859

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

5.17K

Jun 30, 26

+3.23K

0.01%

PRIVATE TRUST CO NA

5.12K

Jun 30, 26

0.01%

Hyposwiss Advisors SA

4.63K

Jun 30, 26

0.00%

AlphaCentric Advisors LLC

4.47K

Jun 30, 26

+131

0.00%

JFS WEALTH ADVISORS, LLC

4.00K

Jun 30, 26

+39

0.00%

Lloyd Advisory Services, LLC.

3.60K

Jun 30, 26

+3.04K

0.00%

WEBSTER BANK, N. A.

3.25K

Jun 30, 26

0.00%

Caldwell Trust Co

3.06K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

2.98K

Jun 30, 26

-50

0.00%

HARBOUR INVESTMENTS, INC.

2.89K

Jun 30, 26

+2.53K

0.00%

Raleigh Capital Management Inc.

2.87K

Jun 30, 26

-5.46K

0.00%

TIAA Wealth Investment Management LLC

2.64K

Jun 30, 26

+2.11K

0.00%

Rialto Wealth Management, LLC

2.61K

Jun 30, 26

0.00%

Talisman Wealth Advisors LLC

2.42K

Jun 30, 26

+2.42K

0.00%

Virginia Estate & Retirement Planning Advisors Inc.

2.23K

Jun 30, 26

-47

0.00%

NATIONAL BANK OF CANADA /FI/

2.19K

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

2.03K

Jun 30, 26

0.00%

Coastline Trust Co

1.99K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

1.73K

Jun 30, 26

+1.73K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.62K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.60K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

1.50K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.45K

Jun 30, 26

+1.45K

0.00%

Truvestments Capital LLC

1.35K

Jun 30, 26

+1.35K

0.00%

Greykasell Wealth Strategies, Inc.

1.34K

Jun 30, 26

-321

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

1.31K

Jun 30, 26

-5.50K

0.00%

Pinnacle Wealth Planning Services, Inc.

1.30K

Jun 30, 26

+134

0.00%

Capital Analysts, LLC

1.30K

Jun 30, 26

0.00%

JPL Wealth Management, LLC

1.30K

Jun 30, 26

+1.30K

0.00%

Harbor Asset Planning, Inc.

1.29K

Jun 30, 26

-799

0.00%

Rosenberg Matthew Hamilton

1.28K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.14K

Jun 30, 26

+373

0.00%

Aptus Capital Advisors, LLC

1.08K

Jun 30, 26

-43

0.00%

Signature Equity Partners, LLC

1.01K

Jun 30, 26

-1.12K

0.00%

Cornerstone Planning Group LLC

1.00K

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

854

Jun 30, 26

0.00%

FMR LLC

839

Jun 30, 26

-12.15K

0.00%

Clearstead Trust, LLC

811

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

805

Jun 30, 26

0.00%

MATHER GROUP, LLC.

768

Jun 30, 26

0.00%

US BANCORP \DE\

738

Jun 30, 26

-543

0.00%

Ronald Blue Trust, Inc.

650

Jun 30, 26

+650

0.00%

HOLLENCREST CAPITAL MANAGEMENT

643

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

587

Jun 30, 26

-26

0.00%

CALDWELL SUTTER CAPITAL, INC.

561

Jun 30, 26

0.00%

Triumph Capital Management

554

Jun 30, 26

-3

0.00%

Quest 10 Wealth Builders, Inc.

549

Jun 30, 26

-800

0.00%

Gen-Wealth Partners Inc

508

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

489

Jun 30, 26

+17

0.00%

Allspring Global Investments Holdings, LLC

463

Jun 30, 26

0.00%

GAMMA Investing LLC

378

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

371

Jun 30, 26

0.00%

Bank of New Hampshire

350

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

320

Jun 30, 26

+39

0.00%

Spire Wealth Management

311

Jun 30, 26

0.00%

Larson Financial Group LLC

305

Jun 30, 26

+135

0.00%

Center for Financial Planning, Inc.

292

Jun 30, 26

0.00%

CITIGROUP INC

275

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

244

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

234

Jun 30, 26

+234

0.00%

Kingdom Financial Group LLC.

228

Jun 30, 26

-334

0.00%

Westfuller Advisors, LLC

214

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

208

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

150

Jun 30, 26

+150

0.00%

VSM Wealth Advisory, LLC

134

Jun 30, 26

+134

0.00%

Manchester Capital Management LLC

134

Jun 30, 26

+134

0.00%

BESSEMER GROUP INC

133

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

130

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+99

0.00%

Hickory Point Bank & Trust

Jun 30, 26

-7.50K

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

-50

0.00%

Richard W. Paul & Associates, LLC

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

+23

0.00%

Networth Advisors, LLC

Jun 30, 26

-33

0.00%

Values First Advisors, Inc.

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Forthright Family Wealth Advisory LLC

Jun 30, 26

-72.62K

SCOTIA CAPITAL INC.

Jun 30, 26

-9.37K

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-7.43K

Pacifica Partners Inc.

Jun 30, 26

-317

SHP Wealth Management

Jun 30, 26

-1.10K

Addison Advisors LLC

Jun 30, 26

-3.83K

Elevation Capital Advisory, LLC

Jun 30, 26

-41.73K

Independent Advisor Alliance

Jun 30, 26

-7.79K

MBM Wealth Consultants, LLC

Jun 30, 26

-172

Brinker Capital Investments, LLC

Jun 30, 26

-13.56K

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Jun 30, 26

-13.37K

Rossby Financial, LCC

Jun 30, 26

-108

Medallion Wealth Advisors, LLC

Jun 30, 26

-80

Triad Wealth Partners, LLC

Jun 30, 26

-14.43K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-68

Koss-Olinger Consulting, LLC

Jun 30, 26

-8.47K

Elevated Capital Advisors, LLC

Jun 30, 26

-183

Gilbert Capital Group, Inc.

Jun 30, 26

-7.17K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-66

OPPENHEIMER & CO INC

Jun 30, 26

-14.53K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-78

MAI Capital Management

Jun 30, 26

-722

Integrated Advisors Network LLC

Jun 30, 26

-23.40K

PFG Investments, LLC

Jun 30, 26

-7.73K

Lunt Capital Management, Inc.

Jun 30, 26

-12.26K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-20.55K

BlackRock, Inc.

Jun 30, 26

-1

Cherry Tree Wealth Management, LLC

435.95K

Mar 31, 26

+10.10K

0.45%

CWM, LLC

182.24K

Mar 31, 26

-8.36K

0.19%

MILLINGTON SECURITIES, INC.

28.73K

Mar 31, 26

+28.73K

0.03%

Vantage Investment Partners, LLC

10.37K

Mar 31, 26

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

8.74K

Mar 31, 26

0.01%

Jackson Hole Capital Partners, LLC

3.26K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

1.14K

Mar 31, 26

0.00%

COMERICA BANK

19.72K

Dec 31, 25

+8.22K

0.02%

CIBC Private Wealth Group, LLC

1.24K

Dec 31, 25

-390

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Wela Strategies, Inc.

73.83K

Sep 30, 25

+1.06K

0.08%

FIRST NATIONAL CORP /MA/ /ADV

73.65K

Sep 30, 25

+528

0.08%

FULLCIRCLE WEALTH LLC

9.70K

Sep 30, 25

-296

0.01%

AllSquare Wealth Management LLC

200

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-29.48K

L.M. KOHN & COMPANY

Sep 30, 25

-11.65K

Better Money Decisions, LLC

207.50K

Jun 30, 25

+16.18K

0.22%

Atria Wealth Solutions, Inc.

110.57K

Jun 30, 25

+2.73K

0.11%

AVANTAX ADVISORY SERVICES, INC.

46.00K

Jun 30, 25

-49

0.05%

Congress Wealth Management LLC / DE /

20.00K

Jun 30, 25

0.02%

Iron Horse Wealth Management, LLC

6.90K

Jun 30, 25

-248

0.01%

Astor Investment Management LLC

Jun 30, 25

+68

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+66

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-399

Orion Portfolio Solutions, LLC

7.34K

Mar 31, 25

0.01%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

Vista Wealth Management Group, LLC

Mar 31, 25

-6.58K

Treynor Bancshares, Inc.

291.11K

Dec 31, 24

-9.60K

0.30%

Fernwood Investment Management, LLC

32.00K

Dec 31, 24

0.03%

RAYMOND JAMES & ASSOCIATES

427.58K

Sep 30, 24

-88.33K

0.44%

Raymond James Financial Services Advisors, Inc.

100.29K

Sep 30, 24

-92.10K

0.10%

Peterson Financial Group, Inc.

1.83K

Sep 30, 24

+1.83K

0.00%

Family Asset Management, LLC

1.27K

Sep 30, 24

-518

0.00%

Carmichael Hill & Associates, Inc.

Sep 30, 24

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-13.71K

All Season Financial Advisors, Inc.

Sep 30, 24

-117.51K

Windham Capital Management, LLC

13.65K

Jun 30, 24

+245

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.17K

Jun 30, 24

+1.53K

0.00%

BlackRock Inc.

2.08K

Jun 30, 24

+2.08K

0.00%

Cetera Advisor Networks LLC

245.85K

Mar 31, 24

-225.34K

0.26%

Cetera Advisors LLC

135.13K

Mar 31, 24

+135.13K

0.14%

Retirement Group, LLC

3.05K

Mar 31, 24

+11

0.00%

Connectus Wealth, LLC

Mar 31, 24

-169.70K

TELEMUS CAPITAL, LLC

114.50K

Dec 31, 23

-5.58K

0.12%

StrategIQ Financial Group, LLC

15.56K

Dec 31, 23

-1.00K

0.02%

COLONY GROUP LLC

18.93K

Sep 30, 23

-5.12K

0.02%

V Wealth Advisors LLC

Sep 30, 23

-297.99K

TIAA, FSB

1.51M

Jun 30, 23

+443.67K

1.57%

Financial Architects, Inc

140.48K

Jun 30, 23

-13.45K

0.15%

PICTET ASSET MANAGEMENT SA

70.56K

Jun 30, 23

0.07%

BerganKDV Wealth Management, LLC

14.30K

Jun 30, 23

-2.13K

0.01%

Tillar-Wenstrup Advisors, LLC

364.57K

Dec 31, 22

+1.01K

0.38%

Claraphi Advisory Network, LLC

60.75K

Dec 31, 22

+40.26K

0.06%

Burleson & Company, LLC

201

Dec 31, 22

0.00%

Foresight Wealth Management, LLC

Dec 31, 22

-8.87K

UBP Investment Advisors SA

529.15K

Sep 30, 22

-107.19K

0.55%

American Portfolios Advisors

253.63K

Sep 30, 22

-26.17K

0.26%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

93.08K

Sep 30, 22

+27.01K

0.10%

ROOSEVELT INVESTMENT GROUP LLC

31.34K

Sep 30, 22

-995

0.03%

EATON VANCE MANAGEMENT

21.11K

Sep 30, 22

0.02%

American Research & Management Co.

2.30K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

310

Sep 30, 22

+310

0.00%

FURE FINANCIAL CORP

Sep 30, 22

-66

KerberRose Wealth Management, LLC

42.97K

Jun 30, 22

+42.97K

0.04%

IndexIQ Advisors LLC

566.01K

Mar 31, 22

+277.29K

0.59%

Livingston Group Asset Management CO (operating as Southport Capital Management)

76.35K

Mar 31, 22

-139.22K

0.08%

CAPITAL ONE FINANCIAL CORP

63.09K

Mar 31, 22

-327.09K

0.07%

Permit Capital Advisors, LLC

13.81K

Mar 31, 22

+13.81K

0.01%

VIRIDIAN RIA, LLC

Mar 31, 22

-134.75K

REILLY FINANCIAL ADVISORS, LLC

264.18K

Dec 31, 21

-23.11K

0.27%

Grace Capital

40.00K

Dec 31, 21

0.04%

NEXT Financial Group, Inc

567

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-5.81K

DeGreen Capital Management LLC

324.40K

Sep 30, 21

+180.64K

0.34%

NorthCoast Asset Management LLC

28.93K

Sep 30, 21

+4.30K

0.03%

Ameritas Investment Company, LLC

20.17K

Sep 30, 21

+1.34K

0.02%

Sonora Investment Management, LLC

480

Sep 30, 21

+480

0.00%

PICTET ASSET MANAGEMENT LTD

294.16K

Jun 30, 21

0.31%

ROWLAND CARMICHAEL ADVISORS INC /ADV

30.04K

Dec 31, 20

-10.78K

0.03%

OLD MISSION CAPITAL, LLC

9.77K

Dec 31, 20

+9.77K

0.01%

Lucia Wealth Services, LLC

187.83K

Sep 30, 20

-2.96K

0.20%

First Allied Advisory Services, Inc.

39.17K

Sep 30, 20

-2.50K

0.04%

Capstone Financial Group, Inc.

4.01K

Sep 30, 20

0.00%

Global Financial Private Capital, Inc

396.39K

Jun 30, 20

+93.04K

0.41%

Argent Wealth Management LLC

196.62K

Jun 30, 20

+23.15K

0.20%

361 CAPITAL LLC

54.76K

Jun 30, 20

+1.56K

0.06%

CAPITAL ONE, NATIONAL ASSOCIATION

245.38K

Dec 31, 19

+245.38K

0.26%

LADENBURG THALMANN FINANCIAL SERVICES INC.

245.28K

Dec 31, 19

+32.46K

0.25%

Advisor Group, Inc.

113.07K

Dec 31, 19

+7.50K

0.12%

SUNTRUST BANKS INC

244.71K

Sep 30, 19

+27.52K

0.25%

BB&T SECURITIES, LLC

197.91K

Sep 30, 19

-798.15K

0.21%

Capital One Investing, Inc.

147.59K

Sep 30, 19

+29.09K

0.15%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.23K

Sep 30, 19

-38

0.00%

Live Your Vision, LLC

624.83K

Mar 31, 19

-10.05K

0.65%

Ceros Financial Services Inc.

72.35K

Mar 31, 19

+72.35K

0.08%

HL FINANCIAL SERVICES LLC

20.13K

Mar 31, 19

-300

0.02%

NEXT Financial Holdings

2.40K

Mar 31, 19

+2.40K

0.00%

Vantage Investment Advisors, LLC

2.55K

Sep 30, 18

0.00%

BB&T INVESTMENT SERVICES, INC.

9.15K

Dec 31, 17

+9.15K

0.01%

GIRARD SECURITIES, INC.

8.52K

Sep 30, 17

0.01%

Commonwealth Equity Services, Inc

11.69K

Jun 30, 17

+11.69K

0.01%

MSI Financial Services Inc

3.36K

Dec 31, 16

+2.06K

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-6.21K

FolioMetrix LLC

22.66K

Jun 30, 15

-17.05K

0.02%

VALLEY NATIONAL BANCORP

157.57K

Dec 31, 14

-2.76K

0.16%

UBS AG

27.86K

Sep 30, 14

+5.68K

0.03%

Strategic Capital Group LLC

31.68K

Jun 30, 14

+4.83K

0.03%

KMS FINANCIAL SERVICES, INC

6.74K

Jun 30, 14

-8.51K

0.01%

Jane Street Holding, LLC

Dec 31, 13

-146.69K

STIFEL NICOLAUS & CO INC \MO\

8.65K

Sep 30, 13

+1.45K

0.01%