FNDC(FNDC)
FNDC
$50.56—Stale · unknown old
NYSE • Last print unknown ago
$50.56—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.02M | Jun 30, 26 | -6.01M | 36.27% |
| Sixth Street Partners Management Company, L.P. | 22.02M | Jun 30, 26 | +22.02M | 36.27% |
| Savant Capital, LLC | 673.65K | Jun 30, 26 | +600.38K | 1.11% |
| MORGAN STANLEY | 662.62K | Jun 30, 26 | +60.64K | 1.09% |
| GHP Investment Advisors, Inc. | 610.03K | Jun 30, 26 | +9.81K | 1.00% |
| Kelman-Lazarov, Inc. | 489.42K | Jun 30, 26 | -7.52K | 0.81% |
| Colony Group, LLC | 473.00K | Jun 30, 26 | -31.74K | 0.78% |
| Prairiewood Capital, LLC | 310.43K | Jun 30, 26 | +8.61K | 0.51% |
| High Probability Advisors, LLC | 306.03K | Jun 30, 26 | +16.23K | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 285.45K | Jun 30, 26 | +205.04K | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 281.29K | Jun 30, 26 | +246.62K | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 260.04K | Jun 30, 26 | -21.24K | 0.43% |
| COLLECTIVE FAMILY OFFICE LLC | 252.31K | Jun 30, 26 | +6.47K | 0.42% |
| EP Wealth Advisors, LLC | 233.59K | Jun 30, 26 | +225.27K | 0.38% |
| Charles Schwab Trust Co | 228.89K | Jun 30, 26 | +480 | 0.38% |
| Geneos Wealth Management Inc. | 208.26K | Jun 30, 26 | +4.32K | 0.34% |
| Cherry Tree Wealth Management, LLC | 195.98K | Jun 30, 26 | +15.67K | 0.32% |
| Breakwater Capital Group | 190.98K | Jun 30, 26 | +16.53K | 0.31% |
| Shore Point Advisors, LLC | 176.24K | Jun 30, 26 | +4.54K | 0.29% |
| UBS Group AG | 175.73K | Jun 30, 26 | +166 | 0.29% |
| Bell Investment Advisors, Inc | 169.83K | Jun 30, 26 | +6.38K | 0.28% |
| GOLDMAN SACHS GROUP INC | 165.38K | Jun 30, 26 | +165.38K | 0.27% |
| Creative Planning | 162.67K | Jun 30, 26 | -1.22K | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 153.55K | Jun 30, 26 | -1.70K | 0.25% |
| ABBINGTON INVESTMENT GROUP | 127.72K | Jun 30, 26 | -7.29K | 0.21% |
| Dynamic Advisor Solutions LLC | 122.49K | Jun 30, 26 | +8.68K | 0.20% |
| Nicholas Hoffman & Company, LLC. | 113.13K | Jun 30, 26 | +25.04K | 0.19% |
| MOLLER FINANCIAL SERVICES | 112.02K | Jun 30, 26 | +4.91K | 0.18% |
| RF&L WEALTH MANAGEMENT, LLC | 105.52K | Jun 30, 26 | -791 | 0.17% |
| CLUNE & ASSOCIATES, LTD. | 104.18K | Jun 30, 26 | -15.58K | 0.17% |
| MorganRosel Wealth Management, LLC | 102.93K | Jun 30, 26 | +3.38K | 0.17% |
| Grove Street Fiduciary, LLC | 98.88K | Jun 30, 26 | -203 | 0.16% |
| CITADEL ADVISORS LLC | 83.08K | Jun 30, 26 | -33.37K | 0.14% |
| BANK OF AMERICA CORP /DE/ | 81.91K | Jun 30, 26 | -1.70K | 0.13% |
| Mariner, LLC | 78.78K | Jun 30, 26 | +15.40K | 0.13% |
| BFI Wealth Solutions, LLC | 78.26K | Jun 30, 26 | +15.15K | 0.13% |
| Modern Wealth Management, LLC | 74.82K | Jun 30, 26 | -6.77K | 0.12% |
| Cerity Partners LLC | 72.15K | Jun 30, 26 | +18.43K | 0.12% |
| Bravera Wealth | 68.73K | Jun 30, 26 | +7.16K | 0.11% |
| ATLas Financial Planning LLC | 67.15K | Jun 30, 26 | -1.25K | 0.11% |
| CUTLER INVESTMENT COUNSEL LLC | 66.20K | Jun 30, 26 | +6.92K | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 65.78K | Jun 30, 26 | +8.84K | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 64.60K | Jun 30, 26 | -531 | 0.11% |
| CABOT WEALTH MANAGEMENT INC | 63.06K | Jun 30, 26 | +31 | 0.10% |
| BCS Wealth Management | 59.64K | Jun 30, 26 | +10.15K | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 59.20K | Jun 30, 26 | -4.67K | 0.10% |
| Kestra Advisory Services, LLC | 52.87K | Jun 30, 26 | -690 | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52.38K | Jun 30, 26 | +19.75K | 0.09% |
| Valued Wealth Advisors LLC | 51.62K | Jun 30, 26 | -820 | 0.09% |
| LPL Financial LLC | 51.10K | Jun 30, 26 | -1.50K | 0.08% |
| Sterling Financial Planning, Inc. | 48.98K | Jun 30, 26 | -4.16K | 0.08% |
| Buckingham Strategic Partners | 47.58K | Jun 30, 26 | -2.55K | 0.08% |
| Quadcap Wealth Management, LLC | 47.53K | Jun 30, 26 | -106 | 0.08% |
| Vise Technologies, Inc. | 46.73K | Jun 30, 26 | +9.63K | 0.08% |
| Waterfront Wealth Inc. | 44.46K | Jun 30, 26 | +2.50K | 0.07% |
| McGrath & Associates, Inc. | 40.51K | Jun 30, 26 | -1.53K | 0.07% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 37.86K | Jun 30, 26 | -56 | 0.06% |
| Northland Capital Management LLC | 35.08K | Jun 30, 26 | +8.87K | 0.06% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 34.74K | Jun 30, 26 | +54 | 0.06% |
| Asset Allocation Strategies LLC | 33.57K | Jun 30, 26 | +731 | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 32.30K | Jun 30, 26 | +32.30K | 0.05% |
| EQ WEALTH ADVISORS, LLC | 31.66K | Jun 30, 26 | -49 | 0.05% |
| Seed Wealth Management, Inc. | 29.95K | Jun 30, 26 | -345 | 0.05% |
| FMR LLC | 29.55K | Jun 30, 26 | +5.07K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 29.04K | Jun 30, 26 | +3.12K | 0.05% |
| BANK OF MONTREAL /CAN/ | 28.77K | Jun 30, 26 | -163 | 0.05% |
| Hardin Capital Partners, LLC | 28.21K | Jun 30, 26 | +1.20K | 0.05% |
| Traub Capital Management LLC | 26.50K | Jun 30, 26 | -1.50K | 0.04% |
| STIFEL FINANCIAL CORP | 26.35K | Jun 30, 26 | +19.87K | 0.04% |
| Asset Dedication, LLC | 26.02K | Jun 30, 26 | -4.19K | 0.04% |
| QRG CAPITAL MANAGEMENT, INC. | 24.52K | Jun 30, 26 | -348 | 0.04% |
| Farther Finance Advisors, LLC | 24.29K | Jun 30, 26 | +1.52K | 0.04% |
| Miracle Mile Advisors, LLC | 23.91K | Jun 30, 26 | -572 | 0.04% |
| Rockefeller Capital Management L.P. | 23.63K | Jun 30, 26 | -1.19K | 0.04% |
| HighTower Advisors, LLC | 23.04K | Jun 30, 26 | +7.21K | 0.04% |
| JANE STREET GROUP, LLC | 22.82K | Jun 30, 26 | +12.69K | 0.04% |
| Clearstead Advisors, LLC | 22.22K | Jun 30, 26 | -19.27K | 0.04% |
| JPMORGAN CHASE & CO | 21.10K | Jun 30, 26 | +3.55K | 0.03% |
| Tumwater Wealth Management, LLC | 21.05K | Jun 30, 26 | -- | 0.03% |
| Quantinno Capital Management LP | 20.51K | Jun 30, 26 | +2.32K | 0.03% |
| AMERIPRISE FINANCIAL INC | 20.30K | Jun 30, 26 | +791 | 0.03% |
| CI Private Wealth, LLC | 19.65K | Jun 30, 26 | -11.89K | 0.03% |
| Ballast Financial Advisors LLC | 18.55K | Jun 30, 26 | -893 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 18.21K | Jun 30, 26 | -695 | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 17.95K | Jun 30, 26 | +4.24K | 0.03% |
| Fortitude Family Office, LLC | 17.66K | Jun 30, 26 | -577 | 0.03% |
| Guardian Financial Partners, LLC | 17.50K | Jun 30, 26 | +485 | 0.03% |
| Bristlecone Value Partners, LLC | 17.27K | Jun 30, 26 | -50 | 0.03% |
| Ascent Group, LLC | 17.25K | Jun 30, 26 | -- | 0.03% |
| NFP Retirement, Inc. | 16.52K | Jun 30, 26 | +1.96K | 0.03% |
| BAILARD, INC. | 16.27K | Jun 30, 26 | -- | 0.03% |
| KINGSWOOD WEALTH ADVISORS, LLC | 16.07K | Jun 30, 26 | +800 | 0.03% |
| J.E. Simmons & Co., P.C. | 15.48K | Jun 30, 26 | -263 | 0.03% |
| Birchwood Financial Partners, Inc. | 15.46K | Jun 30, 26 | +88 | 0.03% |
| Brand Asset Management Group, Inc. | 15.12K | Jun 30, 26 | +806 | 0.02% |
| True North Advisors, LLC | 14.66K | Jun 30, 26 | -1.41K | 0.02% |
| CIBC Bancorp USA Inc. | 14.13K | Jun 30, 26 | +1.04K | 0.02% |
| MML INVESTORS SERVICES, LLC | 13.57K | Jun 30, 26 | +711 | 0.02% |
| AlphaCore Capital LLC | 12.63K | Jun 30, 26 | +10.58K | 0.02% |
| Brooklyn FI, LLC | 12.17K | Jun 30, 26 | +503 | 0.02% |
| Sequoia Financial Advisors, LLC | 12.17K | Jun 30, 26 | +372 | 0.02% |
| MB Generational Wealth, LLC | 12.12K | Jun 30, 26 | -- | 0.02% |
| Aspiring Ventures, LLC | 12.10K | Jun 30, 26 | -964 | 0.02% |
| Creekside Partners | 11.67K | Jun 30, 26 | +33 | 0.02% |
| Upper Left Wealth Management, LLC | 11.67K | Jun 30, 26 | -133 | 0.02% |
| ROYAL BANK OF CANADA | 11.14K | Jun 30, 26 | +1.55K | 0.02% |
| Sensible Money, LLC | 11.10K | Jun 30, 26 | -3.77K | 0.02% |
| Golden Bell Financial Planning LLC | 10.79K | Jun 30, 26 | -1.33K | 0.02% |
| RHS Financial, LLC | 10.54K | Jun 30, 26 | +186 | 0.02% |
| Cetera Investment Advisers | 10.07K | Jun 30, 26 | +294 | 0.02% |
| Baker Ellis Asset Management LLC | 10.05K | Jun 30, 26 | -- | 0.02% |
| Valeo Financial Advisors, LLC | 9.63K | Jun 30, 26 | -- | 0.02% |
| ALTFEST L J & CO INC | 9.61K | Jun 30, 26 | -- | 0.02% |
| Yoder Wealth Management, Inc. | 9.35K | Jun 30, 26 | -- | 0.02% |
| Entruity Wealth, LLC | 9.31K | Jun 30, 26 | -19.47K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 9.28K | Jun 30, 26 | -1.13K | 0.02% |
| SageView Advisory Group, LLC | 9.09K | Jun 30, 26 | +29 | 0.01% |
| Neuberger Berman Group LLC | 8.81K | Jun 30, 26 | -343 | 0.01% |
| West Wealth Group, LLC | 8.71K | Jun 30, 26 | +36 | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8.66K | Jun 30, 26 | -- | 0.01% |
| Annandale Capital, LLC | 8.55K | Jun 30, 26 | -- | 0.01% |
| PFG Advisors | 8.49K | Jun 30, 26 | -6.28K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 8.44K | Jun 30, 26 | +851 | 0.01% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 8.30K | Jun 30, 26 | -11 | 0.01% |
| MAI Capital Management | 8.24K | Jun 30, 26 | -42 | 0.01% |
| Lauterbach Financial Advisors, LLC | 8.22K | Jun 30, 26 | -153 | 0.01% |
| Porter White Investment Advisors, Inc. | 8.03K | Jun 30, 26 | +46 | 0.01% |
| Clarity Capital Advisors, LLC | 8.00K | Jun 30, 26 | +46 | 0.01% |
| Keel Point, LLC | 7.88K | Jun 30, 26 | -172 | 0.01% |
| Kings Path Partners LLC | 7.87K | Jun 30, 26 | -3 | 0.01% |
| Integrated Wealth Concepts LLC | 7.77K | Jun 30, 26 | -128 | 0.01% |
| Members Trust Co | 7.65K | Jun 30, 26 | -- | 0.01% |
| MORRIS FINANCIAL CONCEPTS, INC. | 7.62K | Jun 30, 26 | -9 | 0.01% |
| BlackRock, Inc. | 7.57K | Jun 30, 26 | +2.87K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.41K | Jun 30, 26 | -17.66K | 0.01% |
| Resources Investment Advisors, LLC. | 7.41K | Jun 30, 26 | +7.41K | 0.01% |
| Lido Advisors, LLC | 7.25K | Jun 30, 26 | +168 | 0.01% |
| Madrid Wealth Management, LLC | 7.21K | Jun 30, 26 | -- | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.20K | Jun 30, 26 | -197 | 0.01% |
| HHM Wealth Advisors, LLC | 7.16K | Jun 30, 26 | -- | 0.01% |
| Davidson Kahn Capital Management, LLC | 7.14K | Jun 30, 26 | -55 | 0.01% |
| LBMC INVESTMENT ADVISORS, LLC | 7.06K | Jun 30, 26 | -- | 0.01% |
| Pure Financial Advisors, LLC | 6.93K | Jun 30, 26 | +130 | 0.01% |
| Addison Advisors LLC | 6.71K | Jun 30, 26 | -6.96K | 0.01% |
| Klingman & Associates, LLC | 6.68K | Jun 30, 26 | -- | 0.01% |
| CIBC WORLD MARKET INC. | 6.62K | Jun 30, 26 | +1.06K | 0.01% |
| Lakewood Asset Management LLC | 6.50K | Jun 30, 26 | -1.34K | 0.01% |
| Atomi Financial Group, Inc. | 6.38K | Jun 30, 26 | -713 | 0.01% |
| IEQ CAPITAL, LLC | 6.27K | Jun 30, 26 | -414 | 0.01% |
| SRS Capital Advisors, Inc. | 6.25K | Jun 30, 26 | +367 | 0.01% |
| DOPKINS WEALTH MANAGEMENT, LLC | 6.20K | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 6.01K | Jun 30, 26 | +627 | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.98K | Jun 30, 26 | -- | 0.01% |
| Badgley Phelps Wealth Managers, LLC | 5.86K | Jun 30, 26 | +155 | 0.01% |
| Cambridge Financial Group, LLC | 5.80K | Jun 30, 26 | +60 | 0.01% |
| Tempus Wealth Planning, LLC | 5.74K | Jun 30, 26 | +363 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.69K | Jun 30, 26 | -4.29K | 0.01% |
| Wedmont Private Capital | 5.61K | Jun 30, 26 | -976 | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 5.55K | Jun 30, 26 | +5.55K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.54K | Jun 30, 26 | -172 | 0.01% |
| Wealthfront Advisers LLC | 5.49K | Jun 30, 26 | +346 | 0.01% |
| Alpha Omega Wealth Management LLC | 5.44K | Jun 30, 26 | +300 | 0.01% |
| Canvas Wealth Advisors, LLC | 5.43K | Jun 30, 26 | -- | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 5.39K | Jun 30, 26 | -36 | 0.01% |
| WHITTIER TRUST CO | 5.29K | Jun 30, 26 | +30 | 0.01% |
| AE Wealth Management LLC | 5.11K | Jun 30, 26 | +3.02K | 0.01% |
| Brucke Financial, Inc. | 5.11K | Jun 30, 26 | +235 | 0.01% |
| Diversify Advisory Services, LLC | 4.98K | Jun 30, 26 | +4.98K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.98K | Jun 30, 26 | -1.15K | 0.01% |
| Facet Wealth, Inc. | 4.96K | Jun 30, 26 | -82 | 0.01% |
| Beacon Pointe Advisors, LLC | 4.96K | Jun 30, 26 | +335 | 0.01% |
| NOESIS CAPITAL MANGEMENT CORP | 4.91K | Jun 30, 26 | +103 | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | 4.88K | Jun 30, 26 | +25 | 0.01% |
| IFG Advisory, LLC | 4.60K | Jun 30, 26 | +4.60K | 0.01% |
| RED REEF ADVISORS LLC | 4.54K | Jun 30, 26 | +26 | 0.01% |
| IFP Advisors, Inc | 4.52K | Jun 30, 26 | +68 | 0.01% |
| ASSETMARK, INC | 4.48K | Jun 30, 26 | +1.52K | 0.01% |
| Perigon Wealth Management, LLC | 4.47K | Jun 30, 26 | -10 | 0.01% |
| Stone Point Wealth LLC | 4.38K | Jun 30, 26 | -65 | 0.01% |
| Magnolia Private Wealth, LLC | 4.37K | Jun 30, 26 | -21 | 0.01% |
| Kathmere Capital Management, LLC | 4.35K | Jun 30, 26 | -- | 0.01% |
| Paragon Capital Management Ltd | 4.33K | Jun 30, 26 | -2.08K | 0.01% |
| NORTHERN TRUST CORP | 4.30K | Jun 30, 26 | +4.30K | 0.01% |
| Essential Partners LLC | 4.28K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 4.22K | Jun 30, 26 | -101 | 0.01% |
| WELLS FARGO & COMPANY/MN | 4.10K | Jun 30, 26 | +3.43K | 0.01% |
| Allworth Financial LP | 3.53K | Jun 30, 26 | -128 | 0.01% |
| Parallel Advisors, LLC | 3.48K | Jun 30, 26 | +1.37K | 0.01% |
| Larson Financial Group LLC | 3.48K | Jun 30, 26 | -4 | 0.01% |
| Global Retirement Partners, LLC | 3.09K | Jun 30, 26 | +3.09K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.48K | Jun 30, 26 | +1.67K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 2.35K | Jun 30, 26 | +2.31K | 0.00% |
| Versant Capital Management, Inc | 2.24K | Jun 30, 26 | -474 | 0.00% |
| Aptus Capital Advisors, LLC | 2.12K | Jun 30, 26 | +1.36K | 0.00% |
| Plante Moran Financial Advisors, LLC | 2.11K | Jun 30, 26 | +2.11K | 0.00% |
| VANGUARD ADVISERS INC | 2.07K | Jun 30, 26 | +385 | 0.00% |
| FRANKLIN RESOURCES INC | 2.06K | Jun 30, 26 | -- | 0.00% |
| WealthCollab, LLC | 2.05K | Jun 30, 26 | +750 | 0.00% |
| MCF Advisors LLC | 1.99K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 1.86K | Jun 30, 26 | -991 | 0.00% |
| NorthAvenue LLC | 1.82K | Jun 30, 26 | -57 | 0.00% |
| Capital Investment Advisory Services, LLC | 1.71K | Jun 30, 26 | +1.71K | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 1.67K | Jun 30, 26 | -- | 0.00% |
| Daytona Street Capital LLC | 1.59K | Jun 30, 26 | +1.59K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.52K | Jun 30, 26 | -74 | 0.00% |
| Abound Wealth Management | 1.51K | Jun 30, 26 | -152 | 0.00% |
| US BANCORP \DE\ | 1.38K | Jun 30, 26 | -1.03K | 0.00% |
| CVA Family Office, LLC | 1.37K | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 1.35K | Jun 30, 26 | +1.05K | 0.00% |
| Cornerstone Planning Group LLC | 1.25K | Jun 30, 26 | +7 | 0.00% |
| Capital Analysts, LLC | 1.20K | Jun 30, 26 | -858 | 0.00% |
| Ancora Advisors, LLC | 1.19K | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 1.14K | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 1.08K | Jun 30, 26 | -45 | 0.00% |
| Anchor Investment Management, LLC | 1.00K | Jun 30, 26 | +702 | 0.00% |
| MATHER GROUP, LLC. | 997 | Jun 30, 26 | +37 | 0.00% |
| CoreCap Advisors, LLC | 937 | Jun 30, 26 | -1.11K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 881 | Jun 30, 26 | +423 | 0.00% |
| Parvin Asset Management, LLC | 848 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 834 | Jun 30, 26 | +834 | 0.00% |
| Russell Investments Group, Ltd. | 798 | Jun 30, 26 | +777 | 0.00% |
| Ares Financial Consulting, LLC | 789 | Jun 30, 26 | -- | 0.00% |
| BOK Financial Private Wealth, Inc. | 671 | Jun 30, 26 | -- | 0.00% |
| Murphy & Mullick Capital Management Corp | 664 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 635 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 554 | Jun 30, 26 | -1.32K | 0.00% |
| Allied Private Wealth LLC | 533 | Jun 30, 26 | +533 | 0.00% |
| Newbridge Financial Services Group, Inc. | 526 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 493 | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 490 | Jun 30, 26 | +3 | 0.00% |
| CNB Bank | 467 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 455 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 434 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 413 | Jun 30, 26 | -- | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 405 | Jun 30, 26 | +2 | 0.00% |
| Hamilton Point Investment Advisors, LLC | 387 | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 369 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 341 | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 317 | Jun 30, 26 | -13 | 0.00% |
| PFS Partners, LLC | 311 | Jun 30, 26 | -- | 0.00% |
| PINNEY & SCOFIELD, INC. | 303 | Jun 30, 26 | +2 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 284 | Jun 30, 26 | +284 | 0.00% |
| SJS Investment Consulting Inc. | 245 | Jun 30, 26 | -- | 0.00% |
| GGM Financials LLC | 234 | Jun 30, 26 | +234 | 0.00% |
| Parkside Financial Bank & Trust | 230 | Jun 30, 26 | +230 | 0.00% |
| Silver Grove Financial Group, Inc. | 215 | Jun 30, 26 | +215 | 0.00% |
| Kilter Group LLC | 205 | Jun 30, 26 | -- | 0.00% |
| First Pacific Financial | 194 | Jun 30, 26 | -- | 0.00% |
| Glassman Wealth Services | 193 | Jun 30, 26 | -- | 0.00% |
| Robinswood Financial LLC | 185 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 173 | Jun 30, 26 | +1 | 0.00% |
| Steward Partners Investment Advisory, LLC | 148 | Jun 30, 26 | +35 | 0.00% |
| Burk Holdings LLC | 146 | Jun 30, 26 | -149 | 0.00% |
| Kozak & Associates, Inc. | 145 | Jun 30, 26 | +1 | 0.00% |
| WOLFF WIESE MAGANA LLC | 140 | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 138 | Jun 30, 26 | +1 | 0.00% |
| Financial Perspectives, Inc | 135 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 134 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 132 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 130 | Jun 30, 26 | +1 | 0.00% |
| Atlantic Union Bankshares Corp | 130 | Jun 30, 26 | +11 | 0.00% |
| PROSPERITY BANCSHARES INC | 129 | Jun 30, 26 | -- | 0.00% |
| CrossGen Wealth, LLC | 126 | Jun 30, 26 | +126 | 0.00% |
| Basecamp Wealth Advisors LLC | 125 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 120 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 117 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 116 | Jun 30, 26 | -- | 0.00% |
| Harborfront Financial Group LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 116 | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 111 | Jun 30, 26 | -147 | 0.00% |
| Triumph Capital Management | 108 | Jun 30, 26 | +8 | 0.00% |
| HM PAYSON & CO | 100 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 100 | Jun 30, 26 | +1 | 0.00% |
| Dunhill Financial, LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 95 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 85 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 83 | Jun 30, 26 | -17 | 0.00% |
| CX Institutional | 78 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 78 | Jun 30, 26 | -45 | 0.00% |
| Downshift Financial, LLC | 77 | Jun 30, 26 | +77 | 0.00% |
| AdvisorNet Financial, Inc | 73 | Jun 30, 26 | -128 | 0.00% |
| AMERIFLEX GROUP, INC. | 60 | Jun 30, 26 | +60 | 0.00% |
| DiNuzzo Private Wealth, Inc. | 58 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 55 | Jun 30, 26 | -313 | 0.00% |
| Cassaday & Co Wealth Management LLC | 54 | Jun 30, 26 | +54 | 0.00% |
| Cape Investment Advisory, Inc. | 50 | Jun 30, 26 | +50 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 49 | Jun 30, 26 | -- | 0.00% |
| PROTECTIVE LIFE CORP | 42 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 41 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 37 | Jun 30, 26 | +37 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 37 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 34 | Jun 30, 26 | +34 | 0.00% |
| Graney & King, LLC | 34 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 34 | Jun 30, 26 | +34 | 0.00% |
| BESSEMER GROUP INC | 32 | Jun 30, 26 | +32 | 0.00% |
| Community Bank, N.A. | 32 | Jun 30, 26 | -- | 0.00% |
| OAK HARBOR WEALTH PARTNERS, LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| Main Street Group, LTD | 25 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 17 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 17 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 15 | Jun 30, 26 | +15 | 0.00% |
| BOKF, NA | 12 | Jun 30, 26 | +12 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 11 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 6 | Jun 30, 26 | +6 | 0.00% |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -10 | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -2.39K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -298 | -- |
| Creative Capital Management Investments LLC | -- | Jun 30, 26 | -11 | -- |
| Key Capital Management, INC | -- | Jun 30, 26 | -32 | -- |
| JFS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -75 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -789 | -- |
| Heirloom Wealth Management | -- | Jun 30, 26 | -28.33K | -- |
| GODSEY & GIBB, INC | -- | Jun 30, 26 | -30 | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -214 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -452 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -2.68K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -700 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -113 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -1.58K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -16 | -- |
| Annex Advisory Services, LLC | -- | Jun 30, 26 | -5.24K | -- |
| Glass Jacobson Investment Advisors llc | -- | Jun 30, 26 | -76 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -2.07K | -- |
| Vermillion Wealth Management, Inc. | -- | Jun 30, 26 | -2.53K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -16.66K | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 556.86K | Mar 31, 26 | -18.40K | 0.92% |
| Opes Wealth Management LLC | 225.49K | Mar 31, 26 | +2.25K | 0.37% |
| CWM, LLC | 212.91K | Mar 31, 26 | +4.88K | 0.35% |
| Sunbelt Securities, Inc. | 34 | Mar 31, 26 | +14 | 0.00% |
| Clarius Group, LLC | 19.24K | Dec 31, 25 | -6.96K | 0.03% |
| CIBC Private Wealth Group, LLC | 13.04K | Dec 31, 25 | +12.26K | 0.02% |
| COMERICA BANK | 2.11K | Dec 31, 25 | +251 | 0.00% |
| Litman Gregory Wealth Management LLC | 746 | Dec 31, 25 | +746 | 0.00% |
| Shilanski & Associates, Inc. | 196.31K | Sep 30, 25 | +395 | 0.32% |
| FIRST NATIONAL CORP /MA/ /ADV | 11.93K | Sep 30, 25 | -- | 0.02% |
| Vishria Bird Financial Group, LLC | 7.91K | Sep 30, 25 | -- | 0.01% |
| Glenmede Investment Management, LP | 391 | Sep 30, 25 | +115 | 0.00% |
| Kathleen S. Wright Associates Inc. | 158 | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 32 | Sep 30, 25 | +32 | 0.00% |
| PrairieView Partners, LLC | 61.02K | Jun 30, 25 | -2.18K | 0.10% |
| Iron Horse Wealth Management, LLC | 486 | Jun 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -31 | -- |
| Wade Financial Advisory, Inc | 92.85K | Mar 31, 25 | +303 | 0.15% |
| Sandy Spring Bank | 136 | Mar 31, 25 | -- | 0.00% |
| Merriman Wealth Management, LLC | 359.57K | Dec 31, 24 | -5.09K | 0.59% |
| PRIVATE CAPITAL MANAGEMENT LLC | 3.78K | Dec 31, 24 | +134 | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 197 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 119.71K | Sep 30, 24 | +2.64K | 0.20% |
| Alera Investment Advisors, LLC | 17.25K | Sep 30, 24 | -- | 0.03% |
| Aspire Wealth Management Corp | 497 | Sep 30, 24 | -3.36K | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 75 | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | Sep 30, 24 | +42 | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 153.74K | Jun 30, 24 | -2.08K | 0.25% |
| JANICZEK WEALTH MANAGEMENT, LLC | 50.30K | Jun 30, 24 | +627 | 0.08% |
| BlackRock Inc. | 26.56K | Jun 30, 24 | +26.55K | 0.04% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -633 | -- |
| Charles Schwab Investment Advisory, Inc. | 55.62M | Mar 31, 24 | +520.50K | 91.60% |
| Retirement Group, LLC | 392 | Mar 31, 24 | -- | 0.00% |
| Resource Planning Group | 126.00K | Dec 31, 23 | -54.18K | 0.21% |
| Bartlett & Co. LLC | 635 | Dec 31, 23 | -176 | 0.00% |
| Financial Architects, Inc | 15.43K | Jun 30, 23 | -1.76K | 0.03% |
| Relaxing Retirement Coach | 14.84K | Jun 30, 23 | -179 | 0.02% |
| First Capital Advisors Group, LLC. | 1.69K | Jun 30, 23 | -- | 0.00% |
| Endurance Wealth Management, Inc. | 118 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -108 | -- |
| Barber Financial Group, Inc. | -- | Mar 31, 23 | -7.18K | -- |
| Sargent Bickham Lagudis LLC | 438 | Dec 31, 22 | +114 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 94.61K | Sep 30, 22 | +94.61K | 0.16% |
| MUFG Americas Holdings Corp | 258 | Sep 30, 22 | +258 | 0.00% |
| American Portfolios Advisors | 121 | Sep 30, 22 | +121 | 0.00% |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -89 | -- |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 44 | Mar 31, 22 | -35 | 0.00% |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -404 | -- |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -13.11K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 204 | Dec 31, 21 | -448 | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -- | -- |
| MANAGED ACCOUNT SERVICES INC | 25.41K | Sep 30, 21 | -1.30K | 0.04% |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -102 | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -- | -- |
| Hoover Financial Advisors, Inc. | 155 | Jun 30, 21 | -- | 0.00% |
| OLD MISSION CAPITAL, LLC | 93.47K | Dec 31, 20 | +93.47K | 0.15% |
| Reby Advisors, LLC | 1.22K | Dec 31, 20 | +1.22K | 0.00% |
| Kavar Capital Partners, LLC | 8.20K | Sep 30, 20 | +8.20K | 0.01% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 563 | Sep 30, 20 | -3.63K | 0.00% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -752 | -- |
| 361 CAPITAL LLC | 36.16K | Jun 30, 20 | +1.70K | 0.06% |
| TRUEWEALTH LLC | 5.47K | Jun 30, 20 | -644 | 0.01% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 454.93K | Dec 31, 19 | +454.93K | 0.75% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.04K | Dec 31, 19 | -5.87K | 0.01% |
| Advisor Group, Inc. | 344 | Dec 31, 19 | -93 | 0.00% |
| Capital One Investing, Inc. | 317.78K | Sep 30, 19 | +21.80K | 0.52% |
| Guidant Wealth Advisors | 2.67K | Sep 30, 19 | +1 | 0.00% |
| Live Your Vision, LLC | 93.89K | Mar 31, 19 | -19.35K | 0.15% |
| Opes Advisors Inc | 219.94K | Dec 31, 18 | -119.68K | 0.36% |
| WEALTHFRONT Corp | -- | Sep 30, 18 | -6.92K | -- |
| Mosaic Financial Partners, Inc. | 28.65K | Jun 30, 18 | +7.40K | 0.05% |
| Kabarec Financial Advisors, Ltd. | 160 | Jun 30, 18 | -- | 0.00% |
| AURORA FINANCIAL ADVISORS, LLC | 7.19K | Dec 31, 17 | +7.19K | 0.01% |
| Virtu KCG Holdings LLC | 14.36K | Jun 30, 17 | +14.36K | 0.02% |
| Kernodle & Katon Asset Management Group, LLC | 73 | Mar 31, 17 | -- | 0.00% |
| Stanford Investment Group, Inc. | 2.00K | Dec 31, 16 | -- | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 1.12K | Mar 31, 15 | +970 | 0.00% |
| Jane Street Holding, LLC | 56.13K | Dec 31, 13 | +17.52K | 0.09% |