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Institutional Ownership

Top 649 Institutional Holders
HolderSharesDateChange% Held
Sixth Street Partners Management Company, L.P.137.21MJun 30, 26+137.21M54.64%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC137.21MJun 30, 26-42.03M54.64%
WADDELL & ASSOCIATES, LLC2.90MJun 30, 26+9.29K1.15%
Boulay Financial Advisors, LLC2.69MJun 30, 26+2.69M1.07%
Steele Capital Management, Inc.2.18MJun 30, 26+68.57K0.87%
Prairiewood Capital, LLC2.09MJun 30, 26+34.46K0.83%
Clearstead Advisors, LLC1.97MJun 30, 26-1.77M0.79%
UBS Group AG1.50MJun 30, 26+16.98K0.60%
VANTAGEPOINT INVESTMENT ADVISERS LLC1.44MJun 30, 26--0.58%
MOLLER FINANCIAL SERVICES1.23MJun 30, 26-36.92K0.49%
Riverpoint Wealth Management Holdings, LLC1.17MJun 30, 26+16.61K0.47%
MORGAN STANLEY1.13MJun 30, 26+3.08K0.45%
Solitude Financial Services1.05MJun 30, 26+16.95K0.42%
BANK OF AMERICA CORP /DE/961.09KJun 30, 26+61.02K0.38%
Ironwood Investment Counsel, LLC907.29KJun 30, 26-33.05K0.36%
First Pacific Financial886.00KJun 30, 26+6.04K0.35%
AMERIPRISE FINANCIAL INC803.31KJun 30, 26-114.82K0.32%
AlphaCore Capital LLC800.23KJun 30, 26-18.19K0.32%
Resonant Capital Advisors, LLC763.06KJun 30, 26-8.67K0.30%
Savant Capital, LLC732.55KJun 30, 26+466.45K0.29%
Gemmer Asset Management LLC656.11KJun 30, 26+9.21K0.26%
Trilogy Capital Inc.622.64KJun 30, 26+1.95K0.25%
Wealth Forward, LLC603.84KJun 30, 26+11.63K0.24%
Seven Springs Wealth Group, LLC598.62KJun 30, 26+26.91K0.24%
ADVISOR GROUP HOLDINGS, INC.558.86KJun 30, 26+441.74K0.22%
Mariner, LLC551.28KJun 30, 26+37.30K0.22%
Cerity Partners LLC524.11KJun 30, 26-18.48K0.21%
Creative Planning485.59KJun 30, 26+46.23K0.19%
FOSTER & MOTLEY INC470.02KJun 30, 26-1.93K0.19%
MAI Capital Management457.75KJun 30, 26+25.95K0.18%
Bell Investment Advisors, Inc442.64KJun 30, 26-4.76K0.18%
Charles Schwab Trust Co431.17KJun 30, 26+6.66K0.17%
GOLDMAN SACHS GROUP INC424.29KJun 30, 26+240.82K0.17%
COLLECTIVE FAMILY OFFICE LLC390.72KJun 30, 26+16.12K0.16%
Shore Point Advisors, LLC386.72KJun 30, 26+28.16K0.15%
LPL Financial LLC367.79KJun 30, 26-102.55K0.15%
Goldstone Financial Group, LLC359.62KJun 30, 26-83.15K0.14%
EP Wealth Advisors, LLC356.16KJun 30, 26+308.31K0.14%
GSB Wealth Management, LLC332.83KJun 30, 26+4.11K0.13%
Sound Stewardship, LLC321.41KJun 30, 26+8.39K0.13%
Johnson Bixby & Associates, LLC307.50KJun 30, 26+8.64K0.12%
Waverly Advisors, LLC298.41KJun 30, 26+7.62K0.12%
HORAN Wealth, LLC289.04KJun 30, 26-288.05K0.12%
Arlington Financial Advisors, LLC281.94KJun 30, 26-2.72K0.11%
GREAT VALLEY ADVISOR GROUP, INC.277.68KJun 30, 26-5.62K0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO270.19KJun 30, 26-189.48K0.11%
Accredited Investors Inc.266.45KJun 30, 26-17.08K0.11%
Cetera Investment Advisers238.43KJun 30, 26+18.40K0.09%
NFP Retirement, Inc.220.14KJun 30, 26-1.56K0.09%
Colony Group, LLC215.75KJun 30, 26+16.09K0.09%
Pasadena Private Wealth, LLC212.36KJun 30, 26+9430.08%
Your Advocates Ltd., LLP207.65KJun 30, 26-2.81K0.08%
AQR CAPITAL MANAGEMENT LLC200.58KJun 30, 26+56.14K0.08%
RESTON WEALTH MANAGEMENT LLC195.63KJun 30, 26+4.55K0.08%
Marble Wealth, LLC185.55KJun 30, 26-7990.07%
RAYMOND JAMES FINANCIAL INC180.28KJun 30, 26+21.06K0.07%
Cresset Asset Management, LLC176.94KJun 30, 26+46.91K0.07%
CABOT WEALTH MANAGEMENT INC175.16KJun 30, 26+6220.07%
JPMORGAN CHASE & CO173.34KJun 30, 26+24.31K0.07%
ROYAL BANK OF CANADA169.97KJun 30, 26+28.23K0.07%
MERCER GLOBAL ADVISORS INC /ADV166.94KJun 30, 26+16.12K0.07%
HighTower Advisors, LLC159.75KJun 30, 26+4.61K0.06%
Kathmere Capital Management, LLC155.47KJun 30, 26-6.28K0.06%
FMR LLC151.45KJun 30, 26+8.62K0.06%
Northland Capital Management LLC144.47KJun 30, 26+3.02K0.06%
Founders Capital Management140.49KJun 30, 26+1.48K0.06%
ROOF EIDAM & MAYCOCK/ADV139.40KJun 30, 26-830.06%
Capital Advantage, Inc.138.47KJun 30, 26+6.73K0.06%
KRM WEALTH MANAGEMENT L.L.C.134.25KJun 30, 26+12.84K0.05%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.131.94KJun 30, 26+2.60K0.05%
Quantinno Capital Management LP127.35KJun 30, 26-2.45K0.05%
Manske Wealth Management125.37KJun 30, 26-2.19K0.05%
Texas Yale Capital Corp.122.20KJun 30, 26--0.05%
Womack Financial LLC120.67KJun 30, 26-6160.05%
Waterfront Wealth Inc.120.56KJun 30, 26+7.49K0.05%
COMMONWEALTH EQUITY SERVICES, LLC113.21KJun 30, 26-38.61K0.05%
Traub Capital Management LLC106.75KJun 30, 26+1.36K0.04%
Sowell Financial Services LLC104.97KJun 30, 26-2.34K0.04%
Verum Partners LLC99.24KJun 30, 26-3.95K0.04%
CAPTRUST FINANCIAL ADVISORS97.45KJun 30, 26-4.64K0.04%
10Elms LLP96.61KJun 30, 26+29.97K0.04%
IFP Advisors, Inc95.07KJun 30, 26+13.34K0.04%
MATHER GROUP, LLC.93.62KJun 30, 26+1340.04%
HHM Wealth Advisors, LLC93.41KJun 30, 26+490.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC89.62KJun 30, 26+5.19K0.04%
Asset Allocation Strategies LLC87.06KJun 30, 26+8240.03%
Breakwater Capital Group86.97KJun 30, 26+5.08K0.03%
Lido Advisors, LLC84.90KJun 30, 26+15.73K0.03%
Farther Finance Advisors, LLC83.15KJun 30, 26+5.86K0.03%
Buckingham Strategic Partners82.70KJun 30, 26-87.34K0.03%
Winter & Associates, Inc.81.71KJun 30, 26-79.81K0.03%
Apollon Wealth Management, LLC81.68KJun 30, 26+4.50K0.03%
CUTLER INVESTMENT COUNSEL LLC81.39KJun 30, 26+6.39K0.03%
Argos Wealth Advisors, LLC80.42KJun 30, 26+1.51K0.03%
QRG CAPITAL MANAGEMENT, INC.79.56KJun 30, 26-1.77K0.03%
Yoder Wealth Management, Inc.76.50KJun 30, 26-2240.03%
CI Private Wealth, LLC72.66KJun 30, 26-26.40K0.03%
Alpha Omega Wealth Management LLC69.67KJun 30, 26+1900.03%
MERIDIAN INVESTMENT COUNSEL INC.69.49KJun 30, 26-9410.03%
EQ WEALTH ADVISORS, LLC69.45KJun 30, 26-5970.03%
SIGNAL TREE FINANCIAL PARTNERS LLC68.81KJun 30, 26+9630.03%
Kelman-Lazarov, Inc.67.95KJun 30, 26-2710.03%
Sanctuary Advisors, LLC67.82KJun 30, 26+2.90K0.03%
Krilogy Financial LLC63.26KJun 30, 26-8.62K0.03%
Cedar Point Capital Partners, LLC63.14KJun 30, 26+2.62K0.03%
Sequoia Financial Advisors, LLC61.58KJun 30, 26+5970.02%
ENVESTNET ASSET MANAGEMENT INC61.34KJun 30, 26+3.91K0.02%
BCS Wealth Management61.20KJun 30, 26+10.42K0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP60.66KJun 30, 26+1.45K0.02%
Flatrock Wealth Partners LLC59.04KJun 30, 26+7.60K0.02%
McGrath & Associates, Inc.58.33KJun 30, 26-2.72K0.02%
Kaizen Financial Strategies58.17KJun 30, 26+1.06K0.02%
Williams Financial, LLC57.38KJun 30, 26+2.46K0.02%
Dickmeyer Boyce Financial Management, Inc.56.70KJun 30, 26+6.44K0.02%
Betterment LLC56.62KJun 30, 26+6.78K0.02%
Kestra Advisory Services, LLC53.10KJun 30, 26+28.68K0.02%
McAdam, LLC53.01KJun 30, 26-130.01K0.02%
Birchwood Financial Partners, Inc.52.75KJun 30, 26+2.54K0.02%
CAHILL FINANCIAL ADVISORS INC52.37KJun 30, 26+2.40K0.02%
Brinker Capital Investments, LLC50.17KJun 30, 26-5.11K0.02%
Cambridge Investment Research Advisors, Inc.50.11KJun 30, 26-6.08K0.02%
BlackRock, Inc.49.81KJun 30, 26+24.66K0.02%
FLOW TRADERS U.S. LLC48.60KJun 30, 26+32.77K0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC46.44KJun 30, 26-5.98K0.02%
Main Street Financial Solutions, LLC45.23KJun 30, 26+3.87K0.02%
Guardian Financial Partners, LLC44.79KJun 30, 26+1.70K0.02%
JONES FINANCIAL COMPANIES LLLP44.46KJun 30, 26+4.30K0.02%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.44.18KJun 30, 26-2.56K0.02%
MML INVESTORS SERVICES, LLC44.13KJun 30, 26+5.59K0.02%
VICUS CAPITAL43.81KJun 30, 26-5.21K0.02%
SILVER OAK SECURITIES, INCORPORATED43.42KJun 30, 26-120.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management41.79KJun 30, 26+10.25K0.02%
Concurrent Investment Advisors, LLC41.53KJun 30, 26+41.53K0.02%
THRIVENT FINANCIAL FOR LUTHERANS40.88KJun 30, 26-9220.02%
SageView Advisory Group, LLC40.56KJun 30, 26-280.02%
Westmount Partners, LLC40.44KJun 30, 26--0.02%
HOWARD FINANCIAL SERVICES, LTD.39.73KJun 30, 26+580.02%
Mutual Advisors, LLC39.52KJun 30, 26+8010.02%
Cambridge Advisors Inc.38.84KJun 30, 26-1.63K0.02%
Financial Architects, LLC38.40KJun 30, 26-1.15K0.02%
HARBOUR INVESTMENTS, INC.38.03KJun 30, 26+7.07K0.02%
MISSION WEALTH MANAGEMENT, LP37.79KJun 30, 26+28.22K0.02%
BRYN MAWR TRUST Co37.69KJun 30, 26--0.02%
Janney Montgomery Scott LLC37.63KJun 30, 26+4.53K0.01%
BFI Wealth Solutions, LLC36.75KJun 30, 26-16.80K0.01%
CIBC Bancorp USA Inc.35.84KJun 30, 26+10.55K0.01%
STIFEL FINANCIAL CORP35.53KJun 30, 26+9710.01%
Hilltop Partners LLC35.29KJun 30, 26-87.55K0.01%
CGN Advisors LLC34.98KJun 30, 26-470.01%
Brio Consultants, LLC34.43KJun 30, 26+2.99K0.01%
Red Mountain Financial, LLC34.38KJun 30, 26+8500.01%
Pinnacle Wealth Planning Services, Inc.34.09KJun 30, 26--0.01%
Asset Dedication, LLC33.84KJun 30, 26-1.54K0.01%
IEQ CAPITAL, LLC32.73KJun 30, 26+5.40K0.01%
Wealthfront Advisers LLC32.64KJun 30, 26-6440.01%
Lakewood Asset Management LLC31.80KJun 30, 26-13.97K0.01%
Beacon Pointe Advisors, LLC31.79KJun 30, 26+3880.01%
Brand Asset Management Group, Inc.30.89KJun 30, 26--0.01%
HB Wealth Management, LLC29.59KJun 30, 26-1.45K0.01%
Baird Financial Group, Inc.29.14KJun 30, 26+1240.01%
FIFTH THIRD BANCORP28.64KJun 30, 26+2.03K0.01%
Harbor Asset Planning, Inc.28.47KJun 30, 26-3.81K0.01%
ProVise Management Group, LLC28.16KJun 30, 26-3.78K0.01%
Ethos Financial Group, LLC27.91KJun 30, 26+1.96K0.01%
Dorsey & Whitney Trust CO LLC27.46KJun 30, 26--0.01%
RMG Wealth Management LLC27.15KJun 30, 26+27.15K0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC26.46KJun 30, 26+3620.01%
Bruce G. Allen Investments, LLC26.24KJun 30, 26+5.41K0.01%
STEPHENS INC /AR/25.80KJun 30, 26-8110.01%
Washington Trust Advisors, Inc.25.38KJun 30, 26+4770.01%
LEAVELL INVESTMENT MANAGEMENT, INC.24.43KJun 30, 26-2.45K0.01%
Rockefeller Capital Management L.P.23.96KJun 30, 26-2700.01%
MLG Wealth Management DBA Pine Grove Financial Group23.96KJun 30, 26-4710.01%
Modera Wealth Management, LLC23.96KJun 30, 26+2.86K0.01%
Austin Wealth Management, LLC23.72KJun 30, 26-6690.01%
Medallion Wealth Advisors, LLC23.59KJun 30, 26+1.03K0.01%
CVA Family Office, LLC23.47KJun 30, 26+100.01%
True North Advisors, LLC23.45KJun 30, 26+23.45K0.01%
JMG Financial Group, Ltd.23.36KJun 30, 26+3660.01%
Neuberger Berman Group LLC22.63KJun 30, 26-8420.01%
Vise Technologies, Inc.22.33KJun 30, 26+2.20K0.01%
Engineers Gate Manager LP22.29KJun 30, 26-20.14K0.01%
Clarity Capital Advisors, LLC21.90KJun 30, 26+560.01%
Y-Intercept (Hong Kong) Ltd21.89KJun 30, 26-2.01K0.01%
LBMC INVESTMENT ADVISORS, LLC21.85KJun 30, 26--0.01%
SHP Wealth Management21.61KJun 30, 26-7.56K0.01%
BANK OF MONTREAL /CAN/21.58KJun 30, 26+630.01%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV21.53KJun 30, 26-8700.01%
Wingate Wealth Advisors, Inc.21.23KJun 30, 26+1750.01%
Tempus Wealth Planning, LLC20.72KJun 30, 26+1.27K0.01%
Nalls Sherbakoff Group, LLC20.57KJun 30, 26-1060.01%
AXXCESS WEALTH MANAGEMENT, LLC20.18KJun 30, 26-6100.01%
Quadcap Wealth Management, LLC20.18KJun 30, 26--0.01%
Nicholas Hoffman & Company, LLC.19.81KJun 30, 26+1.90K0.01%
Nuveen, LLC19.54KJun 30, 26+19.54K0.01%
Clay Northam Wealth Management, LLC19.32KJun 30, 26--0.01%
JOHNSON INVESTMENT COUNSEL INC19.29KJun 30, 26-1070.01%
Focus Financial Network, Inc.19.21KJun 30, 26+1040.01%
Dynamic Advisor Solutions LLC19.09KJun 30, 26-5260.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC18.95KJun 30, 26-2890.01%
Capital Investment Advisors, LLC18.61KJun 30, 26-9620.01%
OLD NATIONAL BANCORP /IN/18.60KJun 30, 26--0.01%
Capital Investment Advisory Services, LLC18.58KJun 30, 26+4480.01%
Chicago Partners Investment Group LLC18.53KJun 30, 26+1.32K0.01%
SRS Capital Advisors, Inc.18.53KJun 30, 26+9.19K0.01%
J. L. Bainbridge & Co., Inc.18.53KJun 30, 26+5320.01%
WARNER FINANCIAL, INC18.32KJun 30, 26+200.01%
Range Advisory, LLC18.30KJun 30, 26+1.01K0.01%
Werba Rubin Papier Wealth Management18.21KJun 30, 26+470.01%
Providence First Trust Co17.86KJun 30, 26+17.86K0.01%
Fisher Asset Management, LLC17.63KJun 30, 26-6.13K0.01%
Cambridge Financial Group, LLC17.62KJun 30, 26-8020.01%
Bristlecone Value Partners, LLC17.23KJun 30, 26-2.96K0.01%
Financial Synergies Wealth Advisors, Inc.17.03KJun 30, 26-80.01%
TANDEM CAPITAL MANAGEMENT CORP /ADV16.81KJun 30, 26--0.01%
TRUIST FINANCIAL CORP16.79KJun 30, 26+1.34K0.01%
BRIGHTON JONES LLC16.75KJun 30, 26-300.01%
BAILARD, INC.16.35KJun 30, 26--0.01%
CIDEL ASSET MANAGEMENT INC16.09KJun 30, 26--0.01%
VANGUARD ADVISERS INC15.78KJun 30, 26+5850.01%
Sowa Financial Group, Inc.15.49KJun 30, 26-550.01%
US BANCORP \DE\15.47KJun 30, 26+3.65K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15.22KJun 30, 26+3.35K0.01%
Opus Capital Group, LLC14.99KJun 30, 26+30.01%
DDD Partners, LLC14.91KJun 30, 26-28.83K0.01%
PFG Advisors14.53KJun 30, 26-1.22K0.01%
Root Financial Partners, LLC14.25KJun 30, 26-1340.01%
FIDUCIARY FINANCIAL GROUP, LLC14.21KJun 30, 26+40.01%
CWA Asset Management Group, LLC14.20KJun 30, 26+860.01%
Larson Financial Group LLC14.14KJun 30, 26-7270.01%
Perigon Wealth Management, LLC14.09KJun 30, 26-390.01%
Red Door Wealth Management, LLC13.81KJun 30, 26+9950.01%
RED REEF ADVISORS LLC13.59KJun 30, 26-1.37K0.01%
BKA Wealth Consulting, Inc.13.57KJun 30, 26+8120.01%
Private Advisor Group, LLC13.55KJun 30, 26-158.05K0.01%
TUDOR INVESTMENT CORP ET AL13.45KJun 30, 26+2.21K0.01%
Aspiring Ventures, LLC13.24KJun 30, 26-1.05K0.01%
Cornerstone Wealth Group, LLC13.20KJun 30, 26+1700.01%
Savvy Advisors, Inc.13.15KJun 30, 26+2.17K0.01%
GLENMEDE TRUST CO NA13.04KJun 30, 26--0.01%
RIVERCHASE WEALTH MANAGEMENT, LLC13.04KJun 30, 26-1720.01%
Wedmont Private Capital12.87KJun 30, 26-3.65K0.01%
Mengis Capital Management, Inc.12.63KJun 30, 26+10.01%
Annandale Capital, LLC12.60KJun 30, 26--0.01%
Baker Ellis Asset Management LLC12.55KJun 30, 26+3000.00%
RMB Capital Management, LLC12.52KJun 30, 26-2.89K0.00%
Auxano Advisors, LLC12.45KJun 30, 26+320.00%
HARBOUR INVESTMENT MANAGEMENT LLC12.40KJun 30, 26--0.00%
Lafayette Investments, Inc.12.27KJun 30, 26-570.00%
APPLETON PARTNERS INC/MA12.11KJun 30, 26+5110.00%
Caprock Group, LLC12.01KJun 30, 26--0.00%
Directional Asset Management11.80KJun 30, 26+300.00%
SAX WEALTH ADVISORS, LLC11.68KJun 30, 26-70.00%
Global Retirement Partners, LLC11.63KJun 30, 26+11.63K0.00%
Allworth Financial LP11.62KJun 30, 26+8810.00%
Financial Engines Advisors L.L.C.11.55KJun 30, 26+4.32K0.00%
Creekside Partners11.35KJun 30, 26-3030.00%
BROWN ADVISORY INC11.24KJun 30, 26+4.64K0.00%
COZAD ASSET MANAGEMENT INC11.22KJun 30, 26-4380.00%
Bank of New York Mellon Corp11.22KJun 30, 26+11.22K0.00%
Advisory Services Network, LLC11.13KJun 30, 26-20.76K0.00%
KCM INVESTMENT ADVISORS LLC10.85KJun 30, 26+1920.00%
NOESIS CAPITAL MANGEMENT CORP10.85KJun 30, 26-4840.00%
Trust Point Inc.10.76KJun 30, 26+8750.00%
Addison Advisors LLC10.73KJun 30, 26-77.91K0.00%
PNC FINANCIAL SERVICES GROUP, INC.10.65KJun 30, 26+4.56K0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC10.52KJun 30, 26+10.52K0.00%
TCG Advisory Services, LLC10.48KJun 30, 26+6210.00%
Plan A Wealth LLC10.36KJun 30, 26+2560.00%
Independent Advisor Alliance10.13KJun 30, 26-1.36K0.00%
Ethic Inc.9.92KJun 30, 26+9.92K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC9.91KJun 30, 26+1.69K0.00%
MONETA GROUP INVESTMENT ADVISORS LLC9.85KJun 30, 26+2.31K0.00%
CoreCap Advisors, LLC9.81KJun 30, 26-4.49K0.00%
Coastwise Capital Group, LLC9.76KJun 30, 26+250.00%
Spartan Wealth Advisory Services LLC9.65KJun 30, 26+540.00%
KELLEHER FINANCIAL ADVISORS9.45KJun 30, 26+5.12K0.00%
ENTREWEALTH, LLC9.27KJun 30, 26-3020.00%
Freestone Capital Holdings, LLC9.02KJun 30, 26+1.12K0.00%
EHRLICH FINANCIAL GROUP8.98KJun 30, 26--0.00%
Capital Analysts, LLC8.95KJun 30, 26-5370.00%
Magnolia Private Wealth, LLC8.95KJun 30, 26-1.32K0.00%
WHITTIER TRUST CO8.85KJun 30, 26+230.00%
Parallel Advisors, LLC8.78KJun 30, 26+2.21K0.00%
D. E. Shaw & Co., Inc.8.73KJun 30, 26-10.49K0.00%
Abound Wealth Management8.65KJun 30, 26+2470.00%
XTX Topco Ltd8.63KJun 30, 26+8.63K0.00%
BIP Wealth, LLC8.61KJun 30, 26+8.61K0.00%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.8.57KJun 30, 26--0.00%
BXM Wealth LLC8.51KJun 30, 26+8.51K0.00%
J.W. COLE ADVISORS, INC.8.22KJun 30, 26+8.22K0.00%
Continuum Advisory, LLC8.16KJun 30, 26+520.00%
Smith, Salley & Associates8.03KJun 30, 26--0.00%
PRELUDE CAPITAL MANAGEMENT, LLC8.00KJun 30, 26+8.00K0.00%
SeaCrest Wealth Management, LLC7.92KJun 30, 26+120.00%
Facet Wealth, Inc.7.90KJun 30, 26-1.31K0.00%
Vanguard National Trust Co7.89KJun 30, 26--0.00%
Integrated Wealth Concepts LLC7.85KJun 30, 26+1.03K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC7.85KJun 30, 26+240.00%
Horizon Investment Services, LLC7.73KJun 30, 26+470.00%
Empower Advisory Group, LLC7.73KJun 30, 26-2.63K0.00%
Wealthspire Advisors, LLC7.57KJun 30, 26+7850.00%
Sand Hill Global Advisors, LLC7.56KJun 30, 26--0.00%
OneAscent Wealth Management LLC7.55KJun 30, 26--0.00%
National Wealth Management Group, LLC7.48KJun 30, 26--0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC7.42KJun 30, 26+4500.00%
WealthCollab, LLC7.38KJun 30, 26--0.00%
Sprinkle Financial Consultants LLC7.36KJun 30, 26+160.00%
QUADRANT CAPITAL GROUP LLC7.36KJun 30, 26+4.26K0.00%
FIRST FOUNDATION ADVISORS7.33KJun 30, 26--0.00%
PATTEN & PATTEN INC/TN7.29KJun 30, 26--0.00%
HOWE & RUSLING INC7.23KJun 30, 26--0.00%
NORTHERN TRUST CORP7.20KJun 30, 26-2.75K0.00%
Arkadios Wealth Advisors7.17KJun 30, 26-2440.00%
CAPITAL ADVISORS INC/OK7.13KJun 30, 26-4060.00%
Williams & Novak, LLC7.00KJun 30, 26--0.00%
ZENITH SOLUTIONS, INC.6.96KJun 30, 26+6.96K0.00%
Independence Wealth Advisors, LLC6.89KJun 30, 26+870.00%
MORRIS FINANCIAL CONCEPTS, INC.6.85KJun 30, 26-1040.00%
Clark Asset Management, LLC6.79KJun 30, 26-2050.00%
BELLEVUE ASSET MANAGEMENT, LLC6.58KJun 30, 26-2890.00%
KLCM Advisors, Inc.6.51KJun 30, 26-2370.00%
AE Wealth Management LLC6.49KJun 30, 26+1.03K0.00%
TWO SIGMA SECURITIES, LLC6.47KJun 30, 26-1730.00%
MBE Wealth Management, LLC6.45KJun 30, 26-80.00%
INTEGRAL INVESTMENT ADVISORS, INC.6.39KJun 30, 26-2000.00%
PARK AVENUE SECURITIES LLC6.39KJun 30, 26+670.00%
Arnold Financial Planning LLC6.34KJun 30, 26--0.00%
Western Financial Corp/CA6.32KJun 30, 26+30.00%
Paragon Capital Management LLC6.06KJun 30, 26+6.06K0.00%
Everhart Financial Group, Inc.6.06KJun 30, 26-1.01K0.00%
CLUNE & ASSOCIATES, LTD.6.02KJun 30, 26-3.25K0.00%
Foundations Investment Advisors, LLC6.01KJun 30, 26-1.61K0.00%
MCF Advisors LLC5.77KJun 30, 26--0.00%
Cartesian Growth Corp5.61KJun 30, 26-6620.00%
Atlantic Union Bankshares Corp5.55KJun 30, 26+4.46K0.00%
ARS Wealth Advisors Group, LLC5.50KJun 30, 26+5.50K0.00%
DHJJ Financial Advisors, Ltd.5.44KJun 30, 26+20.00%
WELLS FARGO & COMPANY/MN5.42KJun 30, 26+2510.00%
BUILDER INVESTMENT GROUP INC /ADV5.41KJun 30, 26+5.41K0.00%
Pure Financial Advisors, LLC5.41KJun 30, 26+5.41K0.00%
Prospera Financial Services Inc5.39KJun 30, 26+5.39K0.00%
BLAIR WILLIAM & CO/IL5.29KJun 30, 26-2.18K0.00%
ASSETMARK, INC5.09KJun 30, 26+3680.00%
Aptus Capital Advisors, LLC5.05KJun 30, 26+8530.00%
SIGNATUREFD, LLC4.93KJun 30, 26+1720.00%
IFG Advisory, LLC4.91KJun 30, 26+4.91K0.00%
AdvisorNet Financial, Inc4.90KJun 30, 26-4370.00%
Plante Moran Financial Advisors, LLC4.79KJun 30, 26+1.92K0.00%
Smithfield Trust Co4.74KJun 30, 26--0.00%
Kings Path Partners LLC4.59KJun 30, 26--0.00%
Navigoe, LLC4.32KJun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO4.05KJun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC3.95KJun 30, 26-2290.00%
CREATIVE FINANCIAL DESIGNS INC /ADV3.77KJun 30, 26+1.34K0.00%
Geneos Wealth Management Inc.3.40KJun 30, 26--0.00%
Colonial Trust Co / SC3.35KJun 30, 26+3.35K0.00%
Private Wealth Asset Management, LLC3.34KJun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/3.30KJun 30, 26--0.00%
Johnson Financial Group, Inc.3.15KJun 30, 26-2.29K0.00%
Brooklyn FI, LLC3.06KJun 30, 26+3.06K0.00%
Glass Jacobson Investment Advisors llc2.95KJun 30, 26+6600.00%
Arlington Trust Co LLC2.93KJun 30, 26--0.00%
Murphy & Mullick Capital Management Corp2.76KJun 30, 26--0.00%
Front Row Advisors LLC2.70KJun 30, 26--0.00%
Steward Partners Investment Advisory, LLC2.69KJun 30, 26+9250.00%
TD Capital Management LLC2.65KJun 30, 26-2.11K0.00%
Fairway Wealth LLC2.47KJun 30, 26--0.00%
BOK Financial Private Wealth, Inc.2.44KJun 30, 26--0.00%
EXCEL SECURITIES & ASSOCIATES, INC.2.25KJun 30, 26+2.25K0.00%
Ashton Thomas Private Wealth, LLC2.23KJun 30, 26+1.93K0.00%
Activest Wealth Management2.13KJun 30, 26+50.00%
ELEVATE WEALTH ADVISORY, INC2.13KJun 30, 26--0.00%
Ancora Advisors, LLC2.10KJun 30, 26-5140.00%
FRANKLIN RESOURCES INC2.06KJun 30, 26--0.00%
Synergy Investment Management, LLC2.05KJun 30, 26-7610.00%
VALLEY NATIONAL ADVISERS INC1.92KJun 30, 26-630.00%
UMB Bank, n.a.1.90KJun 30, 26--0.00%
Key Capital Management, INC1.88KJun 30, 26-1380.00%
Caitlin John, LLC1.81KJun 30, 26--0.00%
Signature Resources Capital Management, LLC1.78KJun 30, 26+1260.00%
SALEM INVESTMENT COUNSELORS INC1.61KJun 30, 26--0.00%
PIN OAK INVESTMENT ADVISORS INC1.58KJun 30, 26--0.00%
Strive Financial Group ,LLC1.53KJun 30, 26+1.53K0.00%
FAS Wealth Partners, Inc.1.53KJun 30, 26+30.00%
HOEY INVESTMENTS, INC1.50KJun 30, 26-310.00%
GAMMA Investing LLC1.38KJun 30, 26+6490.00%
Luken Investment Analytics, LLC1.34KJun 30, 26--0.00%
PFS Partners, LLC1.24KJun 30, 26--0.00%
Burk Holdings LLC1.21KJun 30, 26-9440.00%
BFSG, LLC1.17KJun 30, 26+1.17K0.00%
Financial Perspectives, Inc1.09KJun 30, 26--0.00%
TIAA Wealth Investment Management LLC1.08KJun 30, 26+1.08K0.00%
ADIRONDACK TRUST CO1.08KJun 30, 26--0.00%
Crewe Advisors LLC1.03KJun 30, 26+4190.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC972Jun 30, 26--0.00%
CDKV HOLDINGS LLC919Jun 30, 26--0.00%
GILL CAPITAL PARTNERS, LLC889Jun 30, 26--0.00%
Osbon Capital Management LLC879Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC877Jun 30, 26+8770.00%
Hamilton Point Investment Advisors, LLC840Jun 30, 26--0.00%
NewEdge Advisors, LLC813Jun 30, 26--0.00%
PINNEY & SCOFIELD, INC.770Jun 30, 26+20.00%
Basecamp Wealth Advisors LLC710Jun 30, 26--0.00%
Highland Investment Advisors LLC703Jun 30, 26+7030.00%
Quent Capital, LLC657Jun 30, 26+6570.00%
Cassaday & Co Wealth Management LLC630Jun 30, 26+1940.00%
Lodestone Wealth Management LLC618Jun 30, 26--0.00%
Steigerwald, Gordon & Koch Inc.612Jun 30, 26--0.00%
Dunhill Financial, LLC598Jun 30, 26--0.00%
Key FInancial Inc587Jun 30, 26--0.00%
DiNuzzo Private Wealth, Inc.558Jun 30, 26--0.00%
CrossGen Wealth, LLC542Jun 30, 26+5420.00%
Valued Wealth Advisors LLC531Jun 30, 26--0.00%
Harborfront Financial Group LLC515Jun 30, 26+5150.00%
FIDUCIARY FINANCIAL ADVISORS496Jun 30, 26+4960.00%
HUNTINGTON NATIONAL BANK490Jun 30, 26--0.00%
Spire Wealth Management439Jun 30, 26--0.00%
Vermillion Wealth Management, Inc.425Jun 30, 26-4.51K0.00%
Glassman Wealth Services410Jun 30, 26--0.00%
First Bancorp, Inc /ME/408Jun 30, 26+4080.00%
Salomon & Ludwin, LLC400Jun 30, 26-210.00%
HANTZ FINANCIAL SERVICES, INC.395Jun 30, 26+2050.00%
CITIGROUP INC367Jun 30, 26--0.00%
Kozak & Associates, Inc.361Jun 30, 26+10.00%
Rialto Wealth Management, LLC358Jun 30, 26--0.00%
Peachtree Investment Partners, LLC351Jun 30, 26+3040.00%
Downshift Financial, LLC338Jun 30, 26+3380.00%
HM PAYSON & CO330Jun 30, 26--0.00%
GGM Financials LLC326Jun 30, 26+3260.00%
Smartleaf Asset Management LLC313Jun 30, 26--0.00%
Frazier Financial Advisors, LLC309Jun 30, 26--0.00%
High Note Wealth, LLC296Jun 30, 26-7720.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC280Jun 30, 26-280.00%
Strategic Wealth Partners, Ltd.276Jun 30, 26-130.00%
Greykasell Wealth Strategies, Inc.269Jun 30, 26--0.00%
SouthState Corp260Jun 30, 26--0.00%
Archer Investment Corp255Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.248Jun 30, 26+2480.00%
HOLLENCREST CAPITAL MANAGEMENT222Jun 30, 26--0.00%
Midwest Capital Advisors, LLC214Jun 30, 26+2140.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management191Jun 30, 26--0.00%
Moisand Fitzgerald Tamayo, LLC184Jun 30, 26--0.00%
GODSEY & GIBB, INC182Jun 30, 26-1240.00%
Bogart Wealth, LLC174Jun 30, 26--0.00%
FINANCIAL CONSULATE, INC170Jun 30, 26--0.00%
DELTA ASSET MANAGEMENT LLC/TN150Jun 30, 26--0.00%
BESSEMER GROUP INC148Jun 30, 26+1480.00%
Wiser Advisor Group LLC143Jun 30, 26+10.00%
Community Bank, N.A.134Jun 30, 26--0.00%
JNBA Financial Advisors131Jun 30, 26--0.00%
Cordant, Inc.130Jun 30, 26+1300.00%
Newbridge Financial Services Group, Inc.128Jun 30, 26--0.00%
Buck Wealth Strategies, LLC126Jun 30, 26+1260.00%
Main Street Group, LTD122Jun 30, 26--0.00%
Solstein Capital, LLC122Jun 30, 26--0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.112Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.102Jun 30, 26--0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC101Jun 30, 26--0.00%
Trust Co98Jun 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC96Jun 30, 26--0.00%
Napier Financial, LLC96Jun 30, 26--0.00%
Founders Financial Alliance, LLC96Jun 30, 26--0.00%
Russell Investments Group, Ltd.87Jun 30, 26-4100.00%
ARMSTRONG ADVISORY GROUP, INC78Jun 30, 26--0.00%
Rossby Financial, LCC61Jun 30, 26-160.00%
Robinswood Financial LLC60Jun 30, 26--0.00%
Graney & King, LLC56Jun 30, 26--0.00%
3 FACTOR INDEXING, LLC55Jun 30, 26-2250.00%
Financial Management Professionals, Inc.48Jun 30, 26-250.00%
Signature Equity Partners, LLC46Jun 30, 26+460.00%
Mosley Wealth Management46Jun 30, 26+160.00%
OAK HARBOR WEALTH PARTNERS, LLC44Jun 30, 26+440.00%
MCGUIRE CAPITAL ADVISORS INC44Jun 30, 26--0.00%
PROSPERITY BANCSHARES INC44Jun 30, 26--0.00%
BOKF, NA30Jun 30, 26+300.00%
Byrne Asset Management LLC30Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC28Jun 30, 26--0.00%
Parkside Financial Bank & Trust26Jun 30, 26--0.00%
Hurley Capital, LLC21Jun 30, 26--0.00%
Cheviot Value Management, LLC17Jun 30, 26--0.00%
CENTRAL TRUST Co15Jun 30, 26+150.00%
Basepoint Wealth LLC15Jun 30, 26+60.00%
Tower Research Capital LLC (TRC)12Jun 30, 26-4.10K0.00%
RHL GROUP, LLC11Jun 30, 26+110.00%
Center for Financial Planning, Inc.7Jun 30, 26+70.00%
Morling Financial Advisors, LLC1Jun 30, 26--0.00%
SUMMITRY LLC--Jun 30, 26-48.42K--
Team Financial Group, LLC--Jun 30, 26-288--
Paragon Capital Management Ltd--Jun 30, 26-9.01K--
Brightwater Advisory LLC--Jun 30, 26-132.88K--
Falcon Wealth Planning--Jun 30, 26-6.83K--
Western Wealth Management, LLC--Jun 30, 26-1.39K--
RETIREMITTEN FINANCIAL LLC--Jun 30, 26-494--
Golden State Equity Partners--Jun 30, 26-6.74K--
Paladin Advisory Group, LLC--Jun 30, 26-14--
Sound Income Strategies, LLC--Jun 30, 26-384--
Beacon Capital Management, Inc.--Jun 30, 26-2.16K--
TopTier Wealth Management, LLC--Jun 30, 26-569--
TWO SIGMA INVESTMENTS, LP--Jun 30, 26-18.90K--
CITADEL ADVISORS LLC--Jun 30, 26-65.48K--
CURIO WEALTH, LLC--Jun 30, 26-29--
Intentional Wealth Strategies, LLC--Jun 30, 26-3.11K--
IMA Wealth, Inc.--Jun 30, 26-542--
Regal Investment Advisors LLC--Jun 30, 26-8.22K--
Capstone Triton Financial Group, LLC--Jun 30, 26-8.12K--
Ronald Blue Trust, Inc.--Jun 30, 26-4--
RHS Financial, LLC--Jun 30, 26-6.65K--
Global Wealth Strategies & Associates--Jun 30, 26-335--
Intelligent Financial Strategies--Jun 30, 26-580--
Portus Wealth Advisors, LLC--Jun 30, 26-44--
Kohmann Bosshard Financial Services, LLC--Jun 30, 26-719--
GatePass Capital, LLC--Jun 30, 26-20.11K--
NorthRock Partners, LLC--Jun 30, 26-10.96K--
Creative Capital Management Investments LLC--Jun 30, 26-90--
Symphony Financial, Ltd. Co.--Jun 30, 26-9.19K--
Opes Wealth Management LLC304.74KMar 31, 26-5.74K0.12%
EXENCIAL WEALTH ADVISORS, LLC204.73KMar 31, 26-1.38K0.08%
CWM, LLC13.81KMar 31, 26+9790.01%
Skopos Labs, Inc.12.26KMar 31, 26+5.93K0.00%
U.S. Capital Wealth Advisors, LLC8.39KMar 31, 26+1370.00%
Cherry Tree Wealth Management, LLC7.34KMar 31, 26--0.00%
Red Tortoise LLC3.84KMar 31, 26-3680.00%
Jackson Hole Capital Partners, LLC3.78KMar 31, 26--0.00%
McIlrath & Eck, LLC883Mar 31, 26--0.00%
Financial Connections Group, Inc.418Mar 31, 26--0.00%
Anchor Investment Management, LLC80Mar 31, 26--0.00%
Sunbelt Securities, Inc.59Mar 31, 26-2200.00%
Financial Gravity Asset Management, Inc.--Mar 31, 26-38--
Clarius Group, LLC1.89MDec 31, 25-29.40K0.75%
CIBC Private Wealth Group, LLC25.71KDec 31, 25+2.82K0.01%
COMERICA BANK25.36KDec 31, 25+4130.01%
Austin Private Wealth, LLC21.36KDec 31, 25-1.19K0.01%
VANGUARD GROUP INC18.84KDec 31, 25+3.07K0.01%
Clearview Wealth Advisors LLC15.77KDec 31, 25+1470.01%
ORG Partners LLC6.77KDec 31, 25--0.00%
Litman Gregory Wealth Management LLC5.68KDec 31, 25+5.68K0.00%
New Millennium Group LLC336Dec 31, 25-2110.00%
Glenmede Investment Management, LP10.90KSep 30, 25-220.00%
Sonora Investment Management Group, LLC7.36KSep 30, 25+750.00%
Accredited Wealth Management, LLC4.61KSep 30, 25+4.32K0.00%
Kathleen S. Wright Associates Inc.560Sep 30, 25--0.00%
Binnacle Investments Inc251Sep 30, 25--0.00%
Abich Financial Wealth Management LLC162Sep 30, 25+1620.00%
Lowe Wealth Advisors, LLC114Sep 30, 25+1140.00%
Bristlecone Advisors, LLC--Sep 30, 25-917--
FORTE CAPITAL LLC /ADV248.50KJun 30, 25-2.35K0.10%
Sebold Capital Management, Inc.162.14KJun 30, 25+4.16K0.06%
PrairieView Partners, LLC100.34KJun 30, 25+11.24K0.04%
Atria Wealth Solutions, Inc.87.56KJun 30, 25+10.94K0.03%
AVANTAX ADVISORY SERVICES, INC.73.13KJun 30, 25+14.86K0.03%
Congress Wealth Management LLC / DE /37.34KJun 30, 25-1.12K0.01%
Horan Securities, Inc.17.26KJun 30, 25+4730.01%
Exchange Capital Management, Inc.7.74KJun 30, 25--0.00%
Iron Horse Wealth Management, LLC1.09KJun 30, 25--0.00%
Bordeaux Wealth Advisors LLC--Jun 30, 25-8.37K--
First Horizon Advisors, Inc.--Jun 30, 25-106--
Callan Capital, LLC830.05KMar 31, 25+160.79K0.33%
Horan Capital Advisors, LLC.261.15KMar 31, 25+3.55K0.10%
Orion Portfolio Solutions, LLC71.19KMar 31, 25-13.53K0.03%
Wade Financial Advisory, Inc13.99KMar 31, 25--0.01%
Sandy Spring Bank1.45KMar 31, 25+2700.00%
Vista Wealth Management Group, LLC--Mar 31, 25-12.11K--
Rappaport Reiches Capital Management, LLC--Mar 31, 25-7.00K--
WMS Partners, LLC39.50KDec 31, 24+19.28K0.02%
Dechtman Wealth Management, LLC23.14KDec 31, 24+2.23K0.01%
Cassady Schiller Wealth Management, LLC1.14KDec 31, 24+5720.00%
Kiely Wealth Advisory Group, Inc.388Dec 31, 24--0.00%
PRIVATE CAPITAL MANAGEMENT LLC260Dec 31, 24-870.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-44--
Raymond James Financial Services Advisors, Inc.38.16KSep 30, 24+860.02%
Aspire Wealth Management Corp13.48KSep 30, 24+2090.01%
RAYMOND JAMES & ASSOCIATES6.97KSep 30, 24+210.00%
First Trust Direct Indexing L.P.6.41KSep 30, 24--0.00%
FinTrust Capital Advisors, LLC955Sep 30, 24--0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC52Sep 30, 24+520.00%
M&R CAPITAL MANAGEMENT INC42Sep 30, 24--0.00%
JANICZEK WEALTH MANAGEMENT, LLC335.03KJun 30, 24-5.83K0.13%
BUCKINGHAM STRATEGIC WEALTH, LLC32.50KJun 30, 24-1.26K0.01%
BlackRock Inc.8.41KJun 30, 24+8.40K0.00%
EMFO, LLC5.54KJun 30, 24-7120.00%
BENJAMIN F. EDWARDS & COMPANY, INC.216Jun 30, 24-3870.00%
Charles Schwab Investment Advisory, Inc.95.95MMar 31, 24+2.41M38.21%
Cetera Advisors LLC26.41KMar 31, 24+2.34K0.01%
Cetera Advisor Networks LLC6.92KMar 31, 24+6.92K0.00%
Retirement Group, LLC1.59KMar 31, 24--0.00%
Rainsberger Wealth Advisors, Inc.108.87KDec 31, 23-6780.04%
FOCUS FINANCIAL NETWORK INC /ADV11.56KDec 31, 23+11.56K0.00%
WADE G W & INC11.09KDec 31, 23+5.92K0.00%
Bartlett & Co. LLC486Dec 31, 23--0.00%
MADISON WEALTH MANAGEMENT169.42KSep 30, 23+9.51K0.07%
COLONY GROUP LLC10.86KSep 30, 23-1.31K0.00%
TIEDEMANN ADVISORS, LLC7.32KSep 30, 23-6440.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.7.18KSep 30, 23-4.15K0.00%
Financial Architects, Inc41.22KJun 30, 23-1580.02%
Relaxing Retirement Coach4.29KJun 30, 23-2510.00%
Kalos Management, Inc.1.09KJun 30, 23-340.00%
Endurance Wealth Management, Inc.123Jun 30, 23--0.00%
TimeScale Financial, Inc.86Jun 30, 23--0.00%
BerganKDV Wealth Management, LLC85Jun 30, 23--0.00%
Ten Capital Wealth Advisors, LLC--Jun 30, 23-87--
Southern Wealth Management, LLP5.60KMar 31, 23+170.00%
Personal Capital Advisors Corp6.57KDec 31, 22-1620.00%
Sargent Bickham Lagudis LLC1.40KDec 31, 22+2480.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC67.23KSep 30, 22+3400.03%
REGENTATLANTIC CAPITAL LLC13.73KSep 30, 22-37.42K0.01%
55I, LLC12.37KSep 30, 22+12.37K0.00%
American Portfolios Advisors1.06KSep 30, 22--0.00%
MUFG Americas Holdings Corp620Sep 30, 22-1130.00%
Strategic Asset Management, LLC--Sep 30, 22-95--
Frontier Wealth Management LLC38.88KJun 30, 22-160.02%
CAPITAL ONE FINANCIAL CORP21.88KMar 31, 22-109.86K0.01%
Freedman Financial Associates, Inc.1.53KMar 31, 22--0.00%
Lenox Wealth Advisors, LLC650Mar 31, 22-4200.00%
RITTER DANIHER FINANCIAL ADVISORY LLC51Mar 31, 22-400.00%
Permit Capital Advisors, LLC30Mar 31, 22+300.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC--Mar 31, 22-6.54K--
Meristem Family Wealth, LLC--Mar 31, 22-84.32K--
Carroll Financial Associates, Inc.1.62KDec 31, 21-8.11K0.00%
NEXT Financial Group, Inc576Dec 31, 21--0.00%
REILLY FINANCIAL ADVISORS, LLC399Dec 31, 21+1740.00%
Brouwer & Janachowski, LLC120.33KSep 30, 21-1.65K0.05%
Covenant Multifamily Offices, LLC14.97KSep 30, 21-5000.01%
Sonora Investment Management, LLC298Sep 30, 21--0.00%
Filbrandt Wealth Management, LLC--Sep 30, 21-89--
Treybourne Wealth Planners, Inc.28.11KJun 30, 21+2.17K0.01%
Hoover Financial Advisors, Inc.500Jun 30, 21--0.00%
Reby Advisors, LLC8.96KDec 31, 20+8.96K0.00%
SHINE INVESTMENT ADVISORY SERVICES INC1.26KSep 30, 20--0.00%
361 CAPITAL LLC9.79KJun 30, 20+1.91K0.00%
Huber Financial Advisors, LLC159.54KMar 31, 20+110.98K0.06%
CAPITAL ONE, NATIONAL ASSOCIATION270.21KDec 31, 19+270.21K0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.13.68KDec 31, 19-2.14K0.01%
Advisor Group, Inc.1.81KDec 31, 19-7330.00%
Capital One Investing, Inc.154.50KSep 30, 19+7.52K0.06%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV57.07KSep 30, 19+19.10K0.02%
MRA Associates USA LLC12.86KSep 30, 19+6.75K0.01%
Guidant Wealth Advisors1.25KSep 30, 19+40.00%
Delphi Private Advisors LLC96.00KJun 30, 19-1.28K0.04%
Opes Advisors Inc143.09KDec 31, 18+5150.06%
WEALTHFRONT Corp7.72KSep 30, 18-1180.00%
Mosaic Financial Partners, Inc.47.45KJun 30, 18+6.33K0.02%
Kabarec Financial Advisors, Ltd.245Jun 30, 18--0.00%
Virtu KCG Holdings LLC6.04KJun 30, 17-4.31K0.00%
MSI Financial Services Inc76Dec 31, 16--0.00%
MANAGED ACCOUNT ADVISORS LLC943Jun 30, 15+9430.00%
STANCORP INVESTMENT ADVISERS INC401Mar 31, 15+2000.00%
FOUNDERS BANK & TRUST1.75KDec 31, 14--0.00%
KMS FINANCIAL SERVICES, INC95.93KJun 30, 14-12.96K0.04%

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