FNDE(FNDE)
FNDE
$41.81—Stale · unknown old
NYSE • Last print unknown ago
$41.81—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sixth Street Partners Management Company, L.P. | 124.01M | Jun 30, 26 | +124.01M | 55.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 124.01M | Jun 30, 26 | -9.02K | 55.57% |
| FMR LLC | 14.72M | Jun 30, 26 | -739.11K | 6.60% |
| MORGAN STANLEY | 4.04M | Jun 30, 26 | +260.59K | 1.81% |
| BANK OF AMERICA CORP /DE/ | 2.92M | Jun 30, 26 | +123.24K | 1.31% |
| VICTORY CAPITAL MANAGEMENT INC | 2.23M | Jun 30, 26 | -- | 1.00% |
| Bogart Wealth, LLC | 1.89M | Jun 30, 26 | +28.47K | 0.85% |
| ENVESTNET ASSET MANAGEMENT INC | 1.40M | Jun 30, 26 | -23.41K | 0.63% |
| FOSTER & MOTLEY INC | 1.24M | Jun 30, 26 | -6.38K | 0.55% |
| WELLS FARGO & COMPANY/MN | 1.13M | Jun 30, 26 | -38.35K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 1.07M | Jun 30, 26 | +407.83K | 0.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.03M | Jun 30, 26 | +11.52K | 0.46% |
| Unison Advisors LLC | 971.85K | Jun 30, 26 | -780 | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 970.82K | Jun 30, 26 | +250.09K | 0.44% |
| LPL Financial LLC | 824.77K | Jun 30, 26 | +286.38K | 0.37% |
| Morningstar Investment Management LLC | 723.79K | Jun 30, 26 | -- | 0.32% |
| UBS Group AG | 667.90K | Jun 30, 26 | +17.47K | 0.30% |
| Seven Springs Wealth Group, LLC | 601.70K | Jun 30, 26 | +38.17K | 0.27% |
| Johnson Bixby & Associates, LLC | 597.01K | Jun 30, 26 | +23.96K | 0.27% |
| AlphaCore Capital LLC | 591.62K | Jun 30, 26 | -1.71K | 0.27% |
| Savant Capital, LLC | 585.58K | Jun 30, 26 | +420.77K | 0.26% |
| Resonant Capital Advisors, LLC | 570.08K | Jun 30, 26 | +13.09K | 0.26% |
| Kelman-Lazarov, Inc. | 569.91K | Jun 30, 26 | -24.84K | 0.26% |
| Almanack Investment Partners, LLC. | 561.16K | Jun 30, 26 | -150.86K | 0.25% |
| Elgethun Capital Management | 556.07K | Jun 30, 26 | +16.30K | 0.25% |
| HighTower Advisors, LLC | 540.64K | Jun 30, 26 | +29.79K | 0.24% |
| ASPIRIANT, LLC | 539.04K | Jun 30, 26 | -5.86K | 0.24% |
| CVA Family Office, LLC | 529.14K | Jun 30, 26 | +19.57K | 0.24% |
| Bleakley Financial Group, LLC | 490.74K | Jun 30, 26 | +51.02K | 0.22% |
| PRINCIPAL SECURITIES, INC. | 490.43K | Jun 30, 26 | -23.48K | 0.22% |
| HHM Wealth Advisors, LLC | 480.92K | Jun 30, 26 | +47.79K | 0.22% |
| FINANCIAL CONSULATE, INC | 473.79K | Jun 30, 26 | +20.11K | 0.21% |
| Cornerstone Planning Group LLC | 432.73K | Jun 30, 26 | +16.46K | 0.19% |
| STIFEL FINANCIAL CORP | 428.94K | Jun 30, 26 | +37.04K | 0.19% |
| Charles Schwab Trust Co | 409.61K | Jun 30, 26 | -1.81K | 0.18% |
| Kathmere Capital Management, LLC | 393.57K | Jun 30, 26 | +14.21K | 0.18% |
| Concurrent Investment Advisors, LLC | 390.47K | Jun 30, 26 | +22.96K | 0.17% |
| Cambridge Investment Research Advisors, Inc. | 384.39K | Jun 30, 26 | -21.51K | 0.17% |
| MOLLER FINANCIAL SERVICES | 370.13K | Jun 30, 26 | +2.80K | 0.17% |
| Prairiewood Capital, LLC | 365.48K | Jun 30, 26 | +11.75K | 0.16% |
| Nicholas Hoffman & Company, LLC. | 360.87K | Jun 30, 26 | +15.70K | 0.16% |
| CABOT WEALTH MANAGEMENT INC | 359.31K | Jun 30, 26 | +10.96K | 0.16% |
| Tandem Financial, LLC | 354.45K | Jun 30, 26 | +25.71K | 0.16% |
| GOLDMAN SACHS GROUP INC | 346.25K | Jun 30, 26 | +346.25K | 0.16% |
| COWA, LLC | 337.81K | Jun 30, 26 | +14.90K | 0.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 334.82K | Jun 30, 26 | -15.12K | 0.15% |
| CHILTON CAPITAL MANAGEMENT LLC | 332.70K | Jun 30, 26 | -225 | 0.15% |
| Cetera Investment Advisers | 329.89K | Jun 30, 26 | +70.68K | 0.15% |
| LFA - Lugano Financial Advisors SA | 328.43K | Jun 30, 26 | -6.13K | 0.15% |
| BALANCED WEALTH GROUP LLC | 314.53K | Jun 30, 26 | +5.91K | 0.14% |
| ASSETMARK, INC | 292.19K | Jun 30, 26 | +222.42K | 0.13% |
| SAX WEALTH ADVISORS, LLC | 288.92K | Jun 30, 26 | +18.29K | 0.13% |
| Summit Financial, LLC | 261.98K | Jun 30, 26 | +134.57K | 0.12% |
| Mariner, LLC | 250.69K | Jun 30, 26 | +55.22K | 0.11% |
| IFG Advisory, LLC | 249.73K | Jun 30, 26 | +249.73K | 0.11% |
| Bell Investment Advisors, Inc | 220.72K | Jun 30, 26 | +8.67K | 0.10% |
| ROYAL BANK OF CANADA | 220.27K | Jun 30, 26 | +2.16K | 0.10% |
| Creative Planning | 217.70K | Jun 30, 26 | +10.51K | 0.10% |
| Your Advocates Ltd., LLP | 214.70K | Jun 30, 26 | -7.38K | 0.10% |
| January Capital Advisors LLC | 212.22K | Jun 30, 26 | +188.06K | 0.10% |
| Kozak & Associates, Inc. | 209.03K | Jun 30, 26 | +208.70K | 0.09% |
| MAI Capital Management | 206.86K | Jun 30, 26 | +9.63K | 0.09% |
| Pinnacle Wealth Management, LLC | 184.03K | Jun 30, 26 | +5.96K | 0.08% |
| PERSPECTIVE WEALTH ADVISORS LLC | 181.00K | Jun 30, 26 | +12.72K | 0.08% |
| ABBINGTON INVESTMENT GROUP | 179.39K | Jun 30, 26 | +126 | 0.08% |
| Wealth Forward, LLC | 178.42K | Jun 30, 26 | +2.13K | 0.08% |
| EP Wealth Advisors, LLC | 177.38K | Jun 30, 26 | -7.13K | 0.08% |
| Asset Dedication, LLC | 177.27K | Jun 30, 26 | -4.58K | 0.08% |
| ACCESS FINANCIAL SERVICES, INC. | 171.75K | Jun 30, 26 | +540 | 0.08% |
| Essex LLC | 164.91K | Jun 30, 26 | +3.56K | 0.07% |
| Westover Capital Advisors, LLC | 164.70K | Jun 30, 26 | +5.02K | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 160.78K | Jun 30, 26 | -284.78K | 0.07% |
| Laurel Wealth Planning LLC | 157.82K | Jun 30, 26 | +3.59K | 0.07% |
| Silver Coast Investments LLC | 156.50K | Jun 30, 26 | +27.81K | 0.07% |
| Sanctuary Advisors, LLC | 154.86K | Jun 30, 26 | -26.96K | 0.07% |
| JPMORGAN CHASE & CO | 150.17K | Jun 30, 26 | -33.87K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 146.51K | Jun 30, 26 | +47.05K | 0.07% |
| RHS Financial, LLC | 144.27K | Jun 30, 26 | -41.02K | 0.06% |
| MorganRosel Wealth Management, LLC | 142.62K | Jun 30, 26 | +7.93K | 0.06% |
| KEYBANK NATIONAL ASSOCIATION/OH | 141.20K | Jun 30, 26 | +132.64K | 0.06% |
| Etesian Wealth Advisors, Inc. | 140.46K | Jun 30, 26 | +3.50K | 0.06% |
| Apollon Wealth Management, LLC | 135.33K | Jun 30, 26 | -1.21K | 0.06% |
| Simplicity Wealth,LLC | 134.19K | Jun 30, 26 | -7.75K | 0.06% |
| Alpha Omega Wealth Management LLC | 132.93K | Jun 30, 26 | +250 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131.04K | Jun 30, 26 | -10.14K | 0.06% |
| Cheviot Value Management, LLC | 129.25K | Jun 30, 26 | -1.82K | 0.06% |
| Integrated Wealth Concepts LLC | 129.00K | Jun 30, 26 | +129.00K | 0.06% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125.42K | Jun 30, 26 | -1.19K | 0.06% |
| Cerity Partners LLC | 124.65K | Jun 30, 26 | -2.22K | 0.06% |
| WealthCare Investment Partners, LLC | 121.79K | Jun 30, 26 | +23.39K | 0.05% |
| Brinker Capital Investments, LLC | 115.53K | Jun 30, 26 | -4.72K | 0.05% |
| MML INVESTORS SERVICES, LLC | 114.19K | Jun 30, 26 | +5.61K | 0.05% |
| SILVER OAK SECURITIES, INCORPORATED | 111.70K | Jun 30, 26 | +6.86K | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 109.32K | Jun 30, 26 | +30.81K | 0.05% |
| McAdam, LLC | 109.05K | Jun 30, 26 | -191.53K | 0.05% |
| Baird Financial Group, Inc. | 108.81K | Jun 30, 26 | +2.92K | 0.05% |
| CUSTOM INDEX SYSTEMS, LLC | 108.58K | Jun 30, 26 | +19.57K | 0.05% |
| Pekin Hardy Strauss, Inc. | 108.35K | Jun 30, 26 | +44.45K | 0.05% |
| Colony Group, LLC | 106.26K | Jun 30, 26 | +11.10K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105.49K | Jun 30, 26 | +105.49K | 0.05% |
| Fermata Advisors, LLC | 104.56K | Jun 30, 26 | -579 | 0.05% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 104.01K | Jun 30, 26 | +6.76K | 0.05% |
| Pinnacle Financial Partners, Inc. | 101.84K | Jun 30, 26 | +3.39K | 0.05% |
| Veridan Wealth LLC | 100.99K | Jun 30, 26 | -1.44K | 0.05% |
| Waverly Advisors, LLC | 100.71K | Jun 30, 26 | +6.80K | 0.05% |
| Perfromance Wealth Partners, LLC | 100.19K | Jun 30, 26 | +24.71K | 0.04% |
| US BANCORP \DE\ | 100.01K | Jun 30, 26 | -1.70K | 0.04% |
| Allen Capital Group, LLC | 95.85K | Jun 30, 26 | -137 | 0.04% |
| Janney Montgomery Scott LLC | 93.52K | Jun 30, 26 | -1.58K | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 92.39K | Jun 30, 26 | +91.45K | 0.04% |
| Northland Capital Management LLC | 92.13K | Jun 30, 26 | +2.89K | 0.04% |
| Quantinno Capital Management LP | 85.95K | Jun 30, 26 | +8.91K | 0.04% |
| Sensible Money, LLC | 84.21K | Jun 30, 26 | -594 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 83.75K | Jun 30, 26 | -6.28K | 0.04% |
| CIBC Bancorp USA Inc. | 83.62K | Jun 30, 26 | -847 | 0.04% |
| JOHNSON INVESTMENT COUNSEL INC | 82.58K | Jun 30, 26 | +182 | 0.04% |
| Birchwood Financial Partners, Inc. | 82.54K | Jun 30, 26 | +5.20K | 0.04% |
| Main Street Financial Solutions, LLC | 77.36K | Jun 30, 26 | +33.59K | 0.03% |
| Clark Capital Management Group, Inc. | 73.15K | Jun 30, 26 | -3.62K | 0.03% |
| Advisory Services Network, LLC | 72.82K | Jun 30, 26 | -1.19K | 0.03% |
| BFI Wealth Solutions, LLC | 72.17K | Jun 30, 26 | +18.77K | 0.03% |
| KLINGENSTEIN FIELDS & CO LP | 72.11K | Jun 30, 26 | +10.03K | 0.03% |
| Asset Allocation Strategies LLC | 71.35K | Jun 30, 26 | +1.10K | 0.03% |
| KRM WEALTH MANAGEMENT L.L.C. | 69.13K | Jun 30, 26 | +2.81K | 0.03% |
| Concord Wealth Partners | 68.48K | Jun 30, 26 | -4.89K | 0.03% |
| Beacon Pointe Advisors, LLC | 68.34K | Jun 30, 26 | -2.57K | 0.03% |
| BIP Wealth, LLC | 66.49K | Jun 30, 26 | +66.49K | 0.03% |
| ERn Financial, LLC | 61.13K | Jun 30, 26 | +292 | 0.03% |
| Index Technologies Group LLC | 60.57K | Jun 30, 26 | +10.85K | 0.03% |
| Verde Capital Management | 60.20K | Jun 30, 26 | +60.20K | 0.03% |
| BCS Wealth Management | 59.47K | Jun 30, 26 | +10.54K | 0.03% |
| Centurion Wealth Management LLC | 59.42K | Jun 30, 26 | +12 | 0.03% |
| COLLECTIVE FAMILY OFFICE LLC | 59.39K | Jun 30, 26 | +1.60K | 0.03% |
| EQ WEALTH ADVISORS, LLC | 55.14K | Jun 30, 26 | -2.22K | 0.02% |
| CAHILL FINANCIAL ADVISORS INC | 52.94K | Jun 30, 26 | +1.84K | 0.02% |
| Brio Consultants, LLC | 52.27K | Jun 30, 26 | +2.02K | 0.02% |
| Sculati Wealth Management, LLC | 52.19K | Jun 30, 26 | -1.13K | 0.02% |
| FF Advisors,LLC | 50.91K | Jun 30, 26 | -- | 0.02% |
| DRIVE WEALTH MANAGEMENT, LLC | 50.76K | Jun 30, 26 | -301 | 0.02% |
| Atria Investments, Inc | 50.67K | Jun 30, 26 | +27.64K | 0.02% |
| Occidental Asset Management, LLC | 50.00K | Jun 30, 26 | -757 | 0.02% |
| Stratos Wealth Partners, LTD. | 49.52K | Jun 30, 26 | +23.69K | 0.02% |
| HARBOR ADVISORY CORP /MA/ | 48.44K | Jun 30, 26 | -- | 0.02% |
| Cambridge Financial Group, LLC | 48.35K | Jun 30, 26 | -1.20K | 0.02% |
| Betterment LLC | 45.85K | Jun 30, 26 | +2.17K | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 45.15K | Jun 30, 26 | +17.50K | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 44.42K | Jun 30, 26 | -41.73K | 0.02% |
| Ackerman Capital Advisors, LLC | 44.05K | Jun 30, 26 | -- | 0.02% |
| Modern Wealth Management, LLC | 42.98K | Jun 30, 26 | +585 | 0.02% |
| BlackRock, Inc. | 42.94K | Jun 30, 26 | +12.21K | 0.02% |
| BROWN BROTHERS HARRIMAN & CO | 42.34K | Jun 30, 26 | -1.83K | 0.02% |
| Foster Victor Wealth Advisors, LLC | 41.79K | Jun 30, 26 | +9.57K | 0.02% |
| Johnson & White Wealth Management, LLC | 41.14K | Jun 30, 26 | -1.20K | 0.02% |
| Catalyst Investment Management LLC | 40.77K | Jun 30, 26 | +32.11K | 0.02% |
| Perigon Wealth Management, LLC | 40.53K | Jun 30, 26 | +882 | 0.02% |
| RED REEF ADVISORS LLC | 40.34K | Jun 30, 26 | -99 | 0.02% |
| Breakwater Capital Group | 40.21K | Jun 30, 26 | +4.62K | 0.02% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 39.57K | Jun 30, 26 | -902 | 0.02% |
| CUTLER INVESTMENT COUNSEL LLC | 38.70K | Jun 30, 26 | +515 | 0.02% |
| FIFTH THIRD BANCORP | 37.49K | Jun 30, 26 | -1.26K | 0.02% |
| Guardian Financial Partners, LLC | 36.86K | Jun 30, 26 | +844 | 0.02% |
| Whipplewood Advisors, LLC | 36.67K | Jun 30, 26 | -2.39K | 0.02% |
| Lee Financial Co | 36.49K | Jun 30, 26 | +6.14K | 0.02% |
| Merit Financial Group, LLC | 36.25K | Jun 30, 26 | -3.13K | 0.02% |
| Wealthfront Advisers LLC | 35.71K | Jun 30, 26 | +4.64K | 0.02% |
| Synergy Asset Management, LLC | 34.63K | Jun 30, 26 | +4.08K | 0.02% |
| CI Private Wealth, LLC | 34.60K | Jun 30, 26 | -996 | 0.02% |
| Qube Research & Technologies Ltd | 34.49K | Jun 30, 26 | +20.97K | 0.02% |
| Private Advisor Group, LLC | 34.47K | Jun 30, 26 | -45.33K | 0.02% |
| Wingate Wealth Advisors, Inc. | 34.08K | Jun 30, 26 | +93 | 0.02% |
| Bank of New York Mellon Corp | 33.91K | Jun 30, 26 | +14.72K | 0.02% |
| 21 West Wealth Management LLC | 33.77K | Jun 30, 26 | -921 | 0.02% |
| McGrath & Associates, Inc. | 33.62K | Jun 30, 26 | -2.63K | 0.02% |
| Caprock Group, LLC | 32.05K | Jun 30, 26 | +583 | 0.01% |
| SCS Capital Management LLC | 31.89K | Jun 30, 26 | -487 | 0.01% |
| IFP Advisors, Inc | 31.23K | Jun 30, 26 | -3.75K | 0.01% |
| Goldstone Financial Group, LLC | 30.71K | Jun 30, 26 | -657 | 0.01% |
| Focus Financial Network, Inc. | 30.65K | Jun 30, 26 | +4.97K | 0.01% |
| PARK AVENUE SECURITIES LLC | 30.39K | Jun 30, 26 | +1.20K | 0.01% |
| Cape Investment Advisory, Inc. | 30.25K | Jun 30, 26 | +161 | 0.01% |
| Creekside Partners | 29.48K | Jun 30, 26 | +116 | 0.01% |
| Paradigm Financial Partners, LLC | 29.43K | Jun 30, 26 | +13.87K | 0.01% |
| Arista Wealth Management, LLC | 29.26K | Jun 30, 26 | -83 | 0.01% |
| Vise Technologies, Inc. | 28.90K | Jun 30, 26 | +11.68K | 0.01% |
| Kaizen Financial Strategies | 28.34K | Jun 30, 26 | -14.61K | 0.01% |
| Bangor Savings Bank | 28.27K | Jun 30, 26 | +15.54K | 0.01% |
| Embree Financial Group | 28.17K | Jun 30, 26 | -12.00K | 0.01% |
| Farther Finance Advisors, LLC | 27.93K | Jun 30, 26 | +1.12K | 0.01% |
| Forza Wealth Management, LLC | 27.71K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 27.41K | Jun 30, 26 | -415 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.89K | Jun 30, 26 | -4.78K | 0.01% |
| Diversify Advisory Services, LLC | 26.89K | Jun 30, 26 | +26.89K | 0.01% |
| Madison Wealth Partners, Inc | 26.86K | Jun 30, 26 | +26.86K | 0.01% |
| MRP Capital Investments, LLC | 26.34K | Jun 30, 26 | +760 | 0.01% |
| Sequoia Financial Advisors, LLC | 26.33K | Jun 30, 26 | -430 | 0.01% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 26.02K | Jun 30, 26 | -130 | 0.01% |
| Westmount Partners, LLC | 25.96K | Jun 30, 26 | -- | 0.01% |
| Fragasso Group Inc. | 25.91K | Jun 30, 26 | -42 | 0.01% |
| Redhawk Wealth Advisors, Inc. | 24.57K | Jun 30, 26 | +13.66K | 0.01% |
| IEQ CAPITAL, LLC | 23.69K | Jun 30, 26 | -508 | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 23.68K | Jun 30, 26 | +1.00K | 0.01% |
| Shared Vision Wealth Group LLC | 23.25K | Jun 30, 26 | +5.51K | 0.01% |
| IFC & Insurance Marketing, Inc. | 23.03K | Jun 30, 26 | +2.50K | 0.01% |
| Trust Point Inc. | 22.89K | Jun 30, 26 | -318 | 0.01% |
| Firestone Capital Management | 22.55K | Jun 30, 26 | +655 | 0.01% |
| BRIGHTON JONES LLC | 22.44K | Jun 30, 26 | +1.66K | 0.01% |
| Wedmont Private Capital | 22.15K | Jun 30, 26 | +7.18K | 0.01% |
| Magnolia Private Wealth, LLC | 21.91K | Jun 30, 26 | -694 | 0.01% |
| NewEdge Advisors, LLC | 21.88K | Jun 30, 26 | +12.23K | 0.01% |
| LongView Wealth Management | 21.73K | Jun 30, 26 | +4.10K | 0.01% |
| Certified Advisory Corp | 20.95K | Jun 30, 26 | +14.59K | 0.01% |
| Brand Asset Management Group, Inc. | 20.80K | Jun 30, 26 | -225 | 0.01% |
| Foster Group, Inc. | 20.06K | Jun 30, 26 | +94 | 0.01% |
| Lido Advisors, LLC | 18.77K | Jun 30, 26 | +2.45K | 0.01% |
| Index Fund Advisors, Inc. | 18.24K | Jun 30, 26 | -57 | 0.01% |
| Traub Capital Management LLC | 18.08K | Jun 30, 26 | -375 | 0.01% |
| Clarity Capital Advisors, LLC | 18.02K | Jun 30, 26 | +86 | 0.01% |
| Capital Advisors Wealth Management, LLC | 17.69K | Jun 30, 26 | +4.13K | 0.01% |
| Ethos Financial Group, LLC | 17.47K | Jun 30, 26 | -375 | 0.01% |
| Gibson Capital, LLC | 17.35K | Jun 30, 26 | -1.38K | 0.01% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 17.04K | Jun 30, 26 | -- | 0.01% |
| Walkner Condon Financial Advisors LLC | 16.72K | Jun 30, 26 | -700 | 0.01% |
| Tempus Wealth Planning, LLC | 16.59K | Jun 30, 26 | +873 | 0.01% |
| Clarion Wealth Managment Partners, LLC | 16.53K | Jun 30, 26 | +7.50K | 0.01% |
| Trilogy Capital Inc. | 16.29K | Jun 30, 26 | +1.29K | 0.01% |
| Kestra Advisory Services, LLC | 15.87K | Jun 30, 26 | +6 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 15.77K | Jun 30, 26 | +1.15K | 0.01% |
| Sankala Group LLC | 15.68K | Jun 30, 26 | +2.07K | 0.01% |
| MOR Wealth Management, LLC | 15.52K | Jun 30, 26 | +7.38K | 0.01% |
| Savvy Advisors, Inc. | 15.41K | Jun 30, 26 | +321 | 0.01% |
| CGC Financial Services, LLC | 15.37K | Jun 30, 26 | +3.82K | 0.01% |
| Tumwater Wealth Management, LLC | 15.23K | Jun 30, 26 | -- | 0.01% |
| Bond & Devick Financial Network, Inc. | 15.08K | Jun 30, 26 | -- | 0.01% |
| Caerus Investment Advisors, LLC | 14.72K | Jun 30, 26 | -4.93K | 0.01% |
| BANK OF MONTREAL /CAN/ | 14.63K | Jun 30, 26 | -892 | 0.01% |
| Professional Financial Management, Inc. | 14.58K | Jun 30, 26 | +14.58K | 0.01% |
| Buckingham Strategic Partners | 14.49K | Jun 30, 26 | +2.36K | 0.01% |
| Equitable Holdings, Inc. | 14.33K | Jun 30, 26 | +2.62K | 0.01% |
| Unique Wealth Strategies, LLC | 14.16K | Jun 30, 26 | -890 | 0.01% |
| SAXON INTERESTS, INC. | 13.60K | Jun 30, 26 | -- | 0.01% |
| Abel Hall, LLC | 13.59K | Jun 30, 26 | +43 | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 13.57K | Jun 30, 26 | +1.59K | 0.01% |
| Balentine LLC | 13.53K | Jun 30, 26 | -1.62K | 0.01% |
| Argos Wealth Advisors, LLC | 13.29K | Jun 30, 26 | +263 | 0.01% |
| Steel Peak Wealth Management LLC | 13.26K | Jun 30, 26 | +13.26K | 0.01% |
| Global Retirement Partners, LLC | 13.10K | Jun 30, 26 | +13.10K | 0.01% |
| Root Financial Partners, LLC | 13.08K | Jun 30, 26 | +725 | 0.01% |
| Range Advisory, LLC | 12.96K | Jun 30, 26 | +808 | 0.01% |
| Allworth Financial LP | 12.88K | Jun 30, 26 | +884 | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 12.69K | Jun 30, 26 | +12.69K | 0.01% |
| Resources Investment Advisors, LLC. | 12.43K | Jun 30, 26 | +750 | 0.01% |
| Millstone Evans Group, LLC | 12.26K | Jun 30, 26 | -8.67K | 0.01% |
| Davidson Kahn Capital Management, LLC | 12.20K | Jun 30, 26 | -61 | 0.01% |
| Advyzon Investment Management, LLC | 12.05K | Jun 30, 26 | +1.66K | 0.01% |
| Western Wealth Management, LLC | 12.02K | Jun 30, 26 | -163 | 0.01% |
| Pensionmark Financial Group, LLC | 11.54K | Jun 30, 26 | +92 | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 11.39K | Jun 30, 26 | +5.15K | 0.01% |
| SouthState Corp | 11.35K | Jun 30, 26 | +4 | 0.01% |
| BetterWealth, LLC | 11.26K | Jun 30, 26 | -718 | 0.01% |
| DAVENPORT & Co LLC | 11.15K | Jun 30, 26 | +3.25K | 0.00% |
| Gallagher Fiduciary Advisors, LLC | 11.06K | Jun 30, 26 | +888 | 0.00% |
| Aspiring Ventures, LLC | 10.94K | Jun 30, 26 | -1.90K | 0.00% |
| WARNER FINANCIAL, INC | 10.45K | Jun 30, 26 | +1 | 0.00% |
| TCG Advisory Services, LLC | 9.82K | Jun 30, 26 | -715 | 0.00% |
| Colonial Trust Advisors | 9.79K | Jun 30, 26 | -- | 0.00% |
| Financial Engines Advisors L.L.C. | 9.75K | Jun 30, 26 | +9.75K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.60K | Jun 30, 26 | -2.48K | 0.00% |
| Strata Wealth Advisors, LLC | 9.51K | Jun 30, 26 | -- | 0.00% |
| Nuveen, LLC | 9.44K | Jun 30, 26 | +9.44K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.31K | Jun 30, 26 | -202 | 0.00% |
| SageView Advisory Group, LLC | 9.23K | Jun 30, 26 | -123 | 0.00% |
| Waterfront Wealth Inc. | 9.20K | Jun 30, 26 | +50 | 0.00% |
| SRS Capital Advisors, Inc. | 9.18K | Jun 30, 26 | +2.66K | 0.00% |
| IVC Wealth Advisors LLC | 9.15K | Jun 30, 26 | +2.25K | 0.00% |
| Medallion Wealth Advisors, LLC | 9.13K | Jun 30, 26 | +1.20K | 0.00% |
| Coastwise Capital Group, LLC | 9.10K | Jun 30, 26 | +44 | 0.00% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 9.04K | Jun 30, 26 | -- | 0.00% |
| APPLETON PARTNERS INC/MA | 8.98K | Jun 30, 26 | +1.73K | 0.00% |
| BXM Wealth LLC | 8.88K | Jun 30, 26 | +8.88K | 0.00% |
| Summit Trail Advisors, LLC | 8.85K | Jun 30, 26 | -- | 0.00% |
| LBMC INVESTMENT ADVISORS, LLC | 8.73K | Jun 30, 26 | -- | 0.00% |
| Miracle Mile Advisors, LLC | 8.42K | Jun 30, 26 | -240 | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 8.38K | Jun 30, 26 | -19.64K | 0.00% |
| Visionary Wealth Advisors | 8.37K | Jun 30, 26 | +2.05K | 0.00% |
| EQUITABLE TRUST CO | 8.34K | Jun 30, 26 | +8.34K | 0.00% |
| AdvisorNet Financial, Inc | 8.26K | Jun 30, 26 | -176 | 0.00% |
| REDW Wealth LLC | 8.25K | Jun 30, 26 | -1.00K | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 8.22K | Jun 30, 26 | +487 | 0.00% |
| First County Bank /CT/ | 8.06K | Jun 30, 26 | -1.94K | 0.00% |
| Golden Bell Financial Planning LLC | 8.04K | Jun 30, 26 | -72 | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.99K | Jun 30, 26 | -351 | 0.00% |
| TRUIST FINANCIAL CORP | 7.99K | Jun 30, 26 | +1.59K | 0.00% |
| NAPLES GLOBAL ADVISORS, LLC | 7.98K | Jun 30, 26 | -- | 0.00% |
| Berger Financial Group, Inc | 7.89K | Jun 30, 26 | -2.40K | 0.00% |
| New England Private Wealth Advisors LLC | 7.48K | Jun 30, 26 | +31 | 0.00% |
| Ameritas Advisory Services, LLC | 7.45K | Jun 30, 26 | +7.45K | 0.00% |
| Parallel Advisors, LLC | 7.45K | Jun 30, 26 | +1.25K | 0.00% |
| D'Orazio & Associates, Inc. | 7.43K | Jun 30, 26 | -- | 0.00% |
| Financial Synergies Wealth Advisors, Inc. | 7.20K | Jun 30, 26 | +63 | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.15K | Jun 30, 26 | +1.24K | 0.00% |
| Ballast Financial Advisors LLC | 7.15K | Jun 30, 26 | -126 | 0.00% |
| Aptus Capital Advisors, LLC | 7.14K | Jun 30, 26 | +1.56K | 0.00% |
| Facet Wealth, Inc. | 7.05K | Jun 30, 26 | +7.05K | 0.00% |
| Steward Partners Investment Advisory, LLC | 6.77K | Jun 30, 26 | -584 | 0.00% |
| Independent Advisor Alliance | 6.70K | Jun 30, 26 | -1.60K | 0.00% |
| CWA Asset Management Group, LLC | 6.70K | Jun 30, 26 | +6 | 0.00% |
| AMERIPRISE FINANCIAL INC | 6.61K | Jun 30, 26 | +6.61K | 0.00% |
| SEI INVESTMENTS CO | 6.59K | Jun 30, 26 | -- | 0.00% |
| Verum Partners LLC | 6.55K | Jun 30, 26 | -5.61K | 0.00% |
| Kings Path Partners LLC | 6.46K | Jun 30, 26 | -- | 0.00% |
| Brookstone Capital Management | 6.37K | Jun 30, 26 | +107 | 0.00% |
| Members Trust Co | 6.35K | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisors, LLC | 6.26K | Jun 30, 26 | -1.47K | 0.00% |
| Symphony Financial, Ltd. Co. | 6.25K | Jun 30, 26 | +6.25K | 0.00% |
| Crescent Grove Advisors, LLC | 6.25K | Jun 30, 26 | -- | 0.00% |
| OARSMAN CAPITAL, INC. | 6.18K | Jun 30, 26 | -- | 0.00% |
| Price Financial Group Wealth Management, Inc | 6.17K | Jun 30, 26 | +30 | 0.00% |
| Bedminster, LLC | 6.16K | Jun 30, 26 | -600 | 0.00% |
| Chicago Partners Investment Group LLC | 6.09K | Jun 30, 26 | +6.09K | 0.00% |
| Aprio Wealth Management, LLC | 6.09K | Jun 30, 26 | +6.09K | 0.00% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.07K | Jun 30, 26 | -250 | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.94K | Jun 30, 26 | -44 | 0.00% |
| Vantus Wealth LLC | 5.92K | Jun 30, 26 | +5.92K | 0.00% |
| Freestone Capital Holdings, LLC | 5.82K | Jun 30, 26 | +148 | 0.00% |
| Directional Asset Management | 5.77K | Jun 30, 26 | +8 | 0.00% |
| McCartney Wealth Management LLC | 5.75K | Jun 30, 26 | -601 | 0.00% |
| Intelligence Driven Advisers, LLC | 5.74K | Jun 30, 26 | -189 | 0.00% |
| Timmons Wealth Management, LLC | 5.64K | Jun 30, 26 | -1.54K | 0.00% |
| WORLD EQUITY GROUP, INC. | 5.60K | Jun 30, 26 | +85 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 5.58K | Jun 30, 26 | +3 | 0.00% |
| Foundations Investment Advisors, LLC | 5.57K | Jun 30, 26 | +322 | 0.00% |
| VANGUARD ADVISERS INC | 5.56K | Jun 30, 26 | +778 | 0.00% |
| Investor's Fiduciary Advisor Network, LLC | 5.49K | Jun 30, 26 | +26 | 0.00% |
| Cedar Point Capital Partners, LLC | 5.33K | Jun 30, 26 | +5.33K | 0.00% |
| AE Wealth Management LLC | 5.14K | Jun 30, 26 | +1.69K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.95K | Jun 30, 26 | +1.05K | 0.00% |
| Peak Retirement Planning, Inc. | 4.80K | Jun 30, 26 | +4.80K | 0.00% |
| Frazier Financial Advisors, LLC | 4.75K | Jun 30, 26 | -- | 0.00% |
| NorthAvenue LLC | 4.41K | Jun 30, 26 | -80 | 0.00% |
| Ancora Advisors, LLC | 3.99K | Jun 30, 26 | -138 | 0.00% |
| Essential Partners LLC | 3.80K | Jun 30, 26 | +3.80K | 0.00% |
| MCF Advisors LLC | 3.71K | Jun 30, 26 | +11 | 0.00% |
| Owl Creek Wealth Partners LLC | 3.68K | Jun 30, 26 | -16 | 0.00% |
| Clearstead Advisors, LLC | 3.62K | Jun 30, 26 | +12 | 0.00% |
| CoreCap Advisors, LLC | 3.33K | Jun 30, 26 | -5.79K | 0.00% |
| SIGNATUREFD, LLC | 3.27K | Jun 30, 26 | -- | 0.00% |
| Nalls Sherbakoff Group, LLC | 3.21K | Jun 30, 26 | +14 | 0.00% |
| Abound Wealth Management | 3.18K | Jun 30, 26 | +15 | 0.00% |
| Larson Financial Group LLC | 3.11K | Jun 30, 26 | -2.21K | 0.00% |
| Capital Investment Advisory Services, LLC | 3.11K | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 3.01K | Jun 30, 26 | -347 | 0.00% |
| SHP Wealth Management | 2.98K | Jun 30, 26 | -1.48K | 0.00% |
| Activest Wealth Management | 2.85K | Jun 30, 26 | +14 | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 2.80K | Jun 30, 26 | +274 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 2.80K | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 2.80K | Jun 30, 26 | -- | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 2.76K | Jun 30, 26 | -- | 0.00% |
| Brooklyn FI, LLC | 2.63K | Jun 30, 26 | +2.63K | 0.00% |
| SG Americas Securities, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.00% |
| VAN DEN BERG MANAGEMENT I, INC | 2.62K | Jun 30, 26 | -32 | 0.00% |
| WealthCollab, LLC | 2.54K | Jun 30, 26 | -- | 0.00% |
| MASECO LLP | 2.53K | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 2.46K | Jun 30, 26 | -4.87K | 0.00% |
| CITIGROUP INC | 2.45K | Jun 30, 26 | +1.94K | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 2.44K | Jun 30, 26 | +2.44K | 0.00% |
| Breakwater Investment Management | 2.24K | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 2.23K | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 2.19K | Jun 30, 26 | -1.21K | 0.00% |
| Plante Moran Financial Advisors, LLC | 2.17K | Jun 30, 26 | +1.85K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.15K | Jun 30, 26 | -79 | 0.00% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2.08K | Jun 30, 26 | +3 | 0.00% |
| Continuum Advisory, LLC | 1.87K | Jun 30, 26 | +1.87K | 0.00% |
| MATHER GROUP, LLC. | 1.82K | Jun 30, 26 | +449 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 1.76K | Jun 30, 26 | +301 | 0.00% |
| Murphy & Mullick Capital Management Corp | 1.65K | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Fairway Wealth LLC | 1.59K | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 1.47K | Jun 30, 26 | -- | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 1.44K | Jun 30, 26 | -10 | 0.00% |
| Barnes Dennig Private Wealth Management LLC | 1.44K | Jun 30, 26 | +752 | 0.00% |
| Operose Advisors LLC | 1.42K | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 1.42K | Jun 30, 26 | -26 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 1.37K | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.37K | Jun 30, 26 | -372 | 0.00% |
| Mosley Wealth Management | 1.34K | Jun 30, 26 | +473 | 0.00% |
| First Bancorp, Inc /ME/ | 1.29K | Jun 30, 26 | +1.29K | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 1.24K | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 1.22K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 1.19K | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 1.19K | Jun 30, 26 | +1.07K | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 1.17K | Jun 30, 26 | +1.17K | 0.00% |
| PFS Partners, LLC | 1.12K | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.10K | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 1.09K | Jun 30, 26 | -732 | 0.00% |
| GLENMEDE TRUST CO NA | 1.08K | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 1.07K | Jun 30, 26 | -1.08K | 0.00% |
| SYM FINANCIAL Corp | 1.07K | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 1.03K | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 1.03K | Jun 30, 26 | -535 | 0.00% |
| Allied Private Wealth LLC | 943 | Jun 30, 26 | +943 | 0.00% |
| FAS Wealth Partners, Inc. | 931 | Jun 30, 26 | -- | 0.00% |
| Hamilton Point Investment Advisors, LLC | 835 | Jun 30, 26 | -- | 0.00% |
| Pflug Koory, LLC | 799 | Jun 30, 26 | -- | 0.00% |
| CapitalatWork S.A. | 795 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 771 | Jun 30, 26 | -267 | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 729 | Jun 30, 26 | +97 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 710 | Jun 30, 26 | -6 | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 692 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 678 | Jun 30, 26 | +3 | 0.00% |
| Geneos Wealth Management Inc. | 673 | Jun 30, 26 | -- | 0.00% |
| BALLAST ADVISORS LLC | 663 | Jun 30, 26 | +663 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 636 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 627 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 617 | Jun 30, 26 | +617 | 0.00% |
| CrossGen Wealth, LLC | 607 | Jun 30, 26 | +607 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 548 | Jun 30, 26 | -12 | 0.00% |
| EverSource Wealth Advisors, LLC | 529 | Jun 30, 26 | -15 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 501 | Jun 30, 26 | -34 | 0.00% |
| Ronald Blue Trust, Inc. | 500 | Jun 30, 26 | +230 | 0.00% |
| Physician Wealth Advisors, Inc. | 476 | Jun 30, 26 | -59 | 0.00% |
| Trifecta Capital Advisors, LLC | 475 | Jun 30, 26 | +475 | 0.00% |
| GODSEY & GIBB, INC | 461 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 458 | Jun 30, 26 | -80 | 0.00% |
| Atlantic Union Bankshares Corp | 448 | Jun 30, 26 | +68 | 0.00% |
| Cordant, Inc. | 418 | Jun 30, 26 | +418 | 0.00% |
| HM PAYSON & CO | 415 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 404 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 400 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 397 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 384 | Jun 30, 26 | -- | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 379 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 366 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 362 | Jun 30, 26 | +15 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 356 | Jun 30, 26 | +356 | 0.00% |
| CX Institutional | 348 | Jun 30, 26 | +2 | 0.00% |
| Triumph Capital Management | 346 | Jun 30, 26 | +42 | 0.00% |
| Cherry Tree Wealth Management, LLC | 316 | Jun 30, 26 | -- | 0.00% |
| TIAA Wealth Investment Management LLC | 314 | Jun 30, 26 | +314 | 0.00% |
| First Command Advisory Services, Inc. | 308 | Jun 30, 26 | -229 | 0.00% |
| Decker Retirement Planning Inc. | 305 | Jun 30, 26 | +223 | 0.00% |
| Salomon & Ludwin, LLC | 297 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 266 | Jun 30, 26 | +1 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 254 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 253 | Jun 30, 26 | +253 | 0.00% |
| WOLFF WIESE MAGANA LLC | 251 | Jun 30, 26 | +1 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 251 | Jun 30, 26 | +234 | 0.00% |
| PRIVATE TRUST CO NA | 250 | Jun 30, 26 | +250 | 0.00% |
| Glen Eagle Advisors, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 243 | Jun 30, 26 | +243 | 0.00% |
| Creative Capital Management Investments LLC | 232 | Jun 30, 26 | -73 | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 231 | Jun 30, 26 | +231 | 0.00% |
| Kingdom Financial Group LLC. | 229 | Jun 30, 26 | +1 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 219 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 212 | Jun 30, 26 | +27 | 0.00% |
| Robinswood Financial LLC | 201 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 199 | Jun 30, 26 | +199 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 196 | Jun 30, 26 | -- | 0.00% |
| First Pacific Financial | 192 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 189 | Jun 30, 26 | -- | 0.00% |
| West Branch Capital LLC | 185 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 185 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 175 | Jun 30, 26 | -215 | 0.00% |
| Glass Jacobson Investment Advisors llc | 173 | Jun 30, 26 | -4.06K | 0.00% |
| Rialto Wealth Management, LLC | 162 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 151 | Jun 30, 26 | +151 | 0.00% |
| Retirement Wealth Solutions LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 139 | Jun 30, 26 | +139 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 135 | Jun 30, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 134 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 130 | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 128 | Jun 30, 26 | +128 | 0.00% |
| Integrity Financial Corp /WA | 118 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 113 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 101 | Jun 30, 26 | +101 | 0.00% |
| Avion Wealth | 100 | Jun 30, 26 | -- | 0.00% |
| RHL GROUP, LLC | 95 | Jun 30, 26 | +95 | 0.00% |
| CAMBIENT FAMILY OFFICE, LLC | 92 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 84 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 83 | Jun 30, 26 | +83 | 0.00% |
| TRUST CO OF VERMONT | 81 | Jun 30, 26 | +81 | 0.00% |
| Transamerica Financial Advisors, Inc. | 81 | Jun 30, 26 | +81 | 0.00% |
| PROSPERITY BANCSHARES INC | 75 | Jun 30, 26 | -- | 0.00% |
| Aspect Partners, LLC | 74 | Jun 30, 26 | +74 | 0.00% |
| Graney & King, LLC | 74 | Jun 30, 26 | +1 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 72 | Jun 30, 26 | -- | 0.00% |
| Valued Wealth Advisors LLC | 66 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 50 | Jun 30, 26 | -- | 0.00% |
| Advocate Investing Services LLC | 49 | Jun 30, 26 | +49 | 0.00% |
| Solstein Capital, LLC | 49 | Jun 30, 26 | -- | 0.00% |
| MOGY JOEL R INVESTMENT COUNSEL INC | 47 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 43 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 40 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 33 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 24 | Jun 30, 26 | +24 | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 24 | Jun 30, 26 | +24 | 0.00% |
| Community Bank, N.A. | 23 | Jun 30, 26 | -- | 0.00% |
| Rachor Investment Advisory Services, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 3 | Jun 30, 26 | -- | 0.00% |
| DB Fitzpatrick & Co, Inc | 2 | Jun 30, 26 | +1 | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | -- | Jun 30, 26 | -5.57K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -111.54K | -- |
| JFS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -200 | -- |
| SUMMITRY LLC | -- | Jun 30, 26 | -21.61K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -1.60K | -- |
| AssuredPartners Investment Advisors, LLC | -- | Jun 30, 26 | -5.31K | -- |
| Key Capital Management, INC | -- | Jun 30, 26 | -141 | -- |
| OAK HARBOR WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -71 | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -65 | -- |
| Sonoma Allocations LLC | -- | Jun 30, 26 | -48.79K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -228 | -- |
| IMA Wealth, Inc. | -- | Jun 30, 26 | -118 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -37 | -- |
| TBH Global Asset Management, LLC | -- | Jun 30, 26 | -7.50K | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -7.33K | -- |
| Nearwater Capital Markets, Ltd | -- | Jun 30, 26 | -66.90K | -- |
| Vermillion Wealth Management, Inc. | -- | Jun 30, 26 | -2.77K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -46.40K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -8.76K | -- |
| Alternative Investment Advisors, LLC. | -- | Jun 30, 26 | -156.73K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -666 | -- |
| NorthRock Partners, LLC | -- | Jun 30, 26 | -6.45K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -27 | -- |
| Peachtree Investment Partners, LLC | -- | Jun 30, 26 | -46 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -16.23K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -19 | -- |
| Regal Investment Advisors LLC | -- | Jun 30, 26 | -7.00K | -- |
| RETIREMITTEN FINANCIAL LLC | -- | Jun 30, 26 | -686 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -131 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -348 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -290 | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -43 | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 273.07K | Mar 31, 26 | -8.15K | 0.12% |
| Vivaldi Capital Management LP | 69.43K | Mar 31, 26 | -1.75K | 0.03% |
| Red Tortoise LLC | 63.18K | Mar 31, 26 | +251 | 0.03% |
| CWM, LLC | 20.98K | Mar 31, 26 | +1.12K | 0.01% |
| Skopos Labs, Inc. | 5.98K | Mar 31, 26 | +5.98K | 0.00% |
| McIlrath & Eck, LLC | 135 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 66 | Mar 31, 26 | -204 | 0.00% |
| Financial Gravity Asset Management, Inc. | -- | Mar 31, 26 | -37 | -- |
| CIBC Private Wealth Group, LLC | 83.73K | Dec 31, 25 | +73.27K | 0.04% |
| COMERICA BANK | 39.83K | Dec 31, 25 | +3.88K | 0.02% |
| Austin Private Wealth, LLC | 30.68K | Dec 31, 25 | -- | 0.01% |
| Litman Gregory Wealth Management LLC | 22.05K | Dec 31, 25 | -194 | 0.01% |
| Clearview Wealth Advisors LLC | 12.42K | Dec 31, 25 | -526 | 0.01% |
| SYNOVUS FINANCIAL CORP | 93.89K | Sep 30, 25 | +93.89K | 0.04% |
| FIRST NATIONAL CORP /MA/ /ADV | 42.27K | Sep 30, 25 | -- | 0.02% |
| Vishria Bird Financial Group, LLC | 17.17K | Sep 30, 25 | -- | 0.01% |
| Glenmede Investment Management, LP | 4.95K | Sep 30, 25 | -627 | 0.00% |
| Accredited Wealth Management, LLC | 298 | Sep 30, 25 | -987 | 0.00% |
| FSA Wealth Management LLC | 87 | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 43 | Sep 30, 25 | +43 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -18.70K | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -792 | -- |
| Sebold Capital Management, Inc. | 276.55K | Jun 30, 25 | +15.47K | 0.12% |
| Congress Wealth Management LLC / DE / | 55.28K | Jun 30, 25 | -1.84K | 0.02% |
| Von Berge Wealth Management Group, LLC | 22.05K | Jun 30, 25 | +423 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 8.88K | Jun 30, 25 | +191 | 0.00% |
| PrairieView Partners, LLC | 6.37K | Jun 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 1.23K | Jun 30, 25 | +1.13K | 0.00% |
| Iron Horse Wealth Management, LLC | 1.05K | Jun 30, 25 | -- | 0.00% |
| Semmax Financial Advisors Inc. | 35 | Jun 30, 25 | -- | 0.00% |
| Callan Capital, LLC | 625.25K | Mar 31, 25 | +64.19K | 0.28% |
| Orion Portfolio Solutions, LLC | 145.57K | Mar 31, 25 | -12.54K | 0.07% |
| Morningstar Investment Services LLC | 47.83K | Mar 31, 25 | -31.55K | 0.02% |
| Wade Financial Advisory, Inc | 46.20K | Mar 31, 25 | +2.61K | 0.02% |
| Sandy Spring Bank | 402 | Mar 31, 25 | +366 | 0.00% |
| AlphaMark Advisors, LLC | 279.25K | Dec 31, 24 | +4.91K | 0.13% |
| Edge Capital Group, LLC | 157.01K | Dec 31, 24 | -- | 0.07% |
| PRIVATE CAPITAL MANAGEMENT LLC | 18.66K | Dec 31, 24 | -588 | 0.01% |
| HBC Financial Services, PLLC | 18.45K | Dec 31, 24 | +122 | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 452 | Dec 31, 24 | -- | 0.00% |
| Cassady Schiller Wealth Management, LLC | 9 | Dec 31, 24 | +9 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 430.25K | Sep 30, 24 | -4.05K | 0.19% |
| Raymond James Financial Services Advisors, Inc. | 75.37K | Sep 30, 24 | -148.07K | 0.03% |
| Aspire Wealth Management Corp | 48.29K | Sep 30, 24 | -166 | 0.02% |
| SpiderRock Advisors, LLC | 12.71K | Sep 30, 24 | -621 | 0.01% |
| M&R CAPITAL MANAGEMENT INC | 678 | Sep 30, 24 | +5 | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 103 | Sep 30, 24 | +103 | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 10.90K | Jun 30, 24 | -125 | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7.23K | Jun 30, 24 | -1.65K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -818 | -- |
| BlackRock Inc. | -- | Jun 30, 24 | -15 | -- |
| Charles Schwab Investment Advisory, Inc. | 124.88M | Mar 31, 24 | +1.51M | 55.96% |
| Cetera Advisor Networks LLC | 20.17K | Mar 31, 24 | -3.04K | 0.01% |
| Cetera Advisors LLC | 17.23K | Mar 31, 24 | +4.03K | 0.01% |
| Retirement Group, LLC | 698 | Mar 31, 24 | -- | 0.00% |
| Grey Street Capital, LLC | -- | Mar 31, 24 | -14.69K | -- |
| WADE G W & INC | 53.93K | Dec 31, 23 | +3.47K | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 20.64K | Dec 31, 23 | +20.64K | 0.01% |
| Bartlett & Co. LLC | 636 | Dec 31, 23 | -909 | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 232 | Dec 31, 23 | -- | 0.00% |
| MADISON WEALTH MANAGEMENT | 107.46K | Sep 30, 23 | +4.83K | 0.05% |
| EA Series Trust | 181.51K | Jun 30, 23 | +181.51K | 0.08% |
| Financial Architects, Inc | 8.96K | Jun 30, 23 | +8.96K | 0.00% |
| Kalos Management, Inc. | 2.84K | Jun 30, 23 | -41 | 0.00% |
| Vigilant Capital Management, LLC | 1.24K | Jun 30, 23 | +366 | 0.00% |
| Endurance Wealth Management, Inc. | 256 | Jun 30, 23 | -- | 0.00% |
| BDO Wealth Advisors, LLC | 50 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 27 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -197 | -- |
| TRUSTCORE FINANCIAL SERVICES, LLC | 3.31K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 239 | Dec 31, 22 | +239 | 0.00% |
| American Portfolios Advisors | 2.08K | Sep 30, 22 | +2.08K | 0.00% |
| MUFG Americas Holdings Corp | 1.00K | Sep 30, 22 | +1.00K | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 820 | Sep 30, 22 | +820 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -707 | -- |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -175 | -- |
| RGT Wealth Advisors, LLC | -- | Sep 30, 22 | -400 | -- |
| Fieldpoint Private Securities, LLC | 11.57K | Jun 30, 22 | -26.71K | 0.01% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 85 | Mar 31, 22 | -67 | 0.00% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -45.01K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | -- | Mar 31, 22 | -33.78K | -- |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -883 | -- |
| Carroll Financial Associates, Inc. | 429 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 398 | Dec 31, 21 | -55 | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -734 | -- |
| Covenant Multifamily Offices, LLC | 25.66K | Sep 30, 21 | -87 | 0.01% |
| Hochman Cole Investment Advisors, Inc. | 11.23K | Sep 30, 21 | -- | 0.01% |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -192 | -- |
| Treybourne Wealth Planners, Inc. | 23.84K | Jun 30, 21 | -- | 0.01% |
| PNC Managed Account Solutions, Inc. | 18.62K | Jun 30, 21 | +18.62K | 0.01% |
| Hoover Financial Advisors, Inc. | 32 | Jun 30, 21 | -- | 0.00% |
| BBVA USA Bancshares, Inc. | 18.50K | Mar 31, 21 | -2.31K | 0.01% |
| Reby Advisors, LLC | 41 | Dec 31, 20 | +41 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 34.06K | Sep 30, 20 | +7.97K | 0.02% |
| 361 CAPITAL LLC | 43.06K | Jun 30, 20 | +2.21K | 0.02% |
| Huber Financial Advisors, LLC | 211.03K | Mar 31, 20 | +111.14K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.07K | Dec 31, 19 | -6.65K | 0.01% |
| Advisor Group, Inc. | 16.73K | Dec 31, 19 | -1.05K | 0.01% |
| Premia Global Advisors, LLC | 44.66K | Sep 30, 19 | -3.31K | 0.02% |
| Guidant Wealth Advisors | 1.05K | Sep 30, 19 | +7 | 0.00% |
| MRA Associates USA LLC | 917 | Sep 30, 19 | +1 | 0.00% |
| HL FINANCIAL SERVICES LLC | 101.05K | Mar 31, 19 | +101.05K | 0.05% |
| Live Your Vision, LLC | 3.00K | Mar 31, 19 | -5.97K | 0.00% |
| Opes Advisors Inc | 108.10K | Dec 31, 18 | +89.05K | 0.05% |
| Kabarec Financial Advisors, Ltd. | 117 | Jun 30, 18 | -- | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -11.70K | -- |
| GIRARD SECURITIES, INC. | 49.29K | Sep 30, 17 | +670 | 0.02% |
| Kinsight, LLC | 63.70K | Jun 30, 17 | -1.93K | 0.03% |
| Commonwealth Equity Services, Inc | 37.74K | Jun 30, 17 | +4.78K | 0.02% |
| Virtu KCG Holdings LLC | 24.52K | Jun 30, 17 | -102.43K | 0.01% |
| Kernodle & Katon Asset Management Group, LLC | 87 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 5.32K | Dec 31, 16 | +1.98K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 76 | Mar 31, 15 | -- | 0.00% |
| Jane Street Holding, LLC | 95.76K | Dec 31, 13 | +24.50K | 0.04% |