Freedom 100 Emerging Markets ETF(FRDM)

$68.78—Stale · unknown old

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Freedom 100 Emerging Markets ETF(FRDM)

USBATS • Last print unknown ago

$68.78—Stale · unknown old

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FRDM(FRDM)

FRDM

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Institutional Ownership

Top 357 Institutional Holders

Holder	Shares	Date	Change	% Held
Retirement Planning Group	2.64M	Jun 30, 26	+94.49K	8.35%
WELLS FARGO & COMPANY/MN	2.39M	Jun 30, 26	+246.08K	7.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.07M	Jun 30, 26	+120.61K	6.52%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1.56M	Jun 30, 26	-259.95K	4.94%
LPL Financial LLC	1.09M	Jun 30, 26	+317.88K	3.43%
Ellevest, Inc.	1.00M	Jun 30, 26	-32.13K	3.17%
RAYMOND JAMES FINANCIAL INC	808.25K	Jun 30, 26	+13.79K	2.55%
Tanglewood Wealth Management, Inc.	795.88K	Jun 30, 26	+5.08K	2.51%
Willis Johnson & Associates, Inc.	787.20K	Jun 30, 26	-71.95K	2.49%
MORGAN STANLEY	737.55K	Jun 30, 26	+147.19K	2.33%
Aptus Capital Advisors, LLC	664.02K	Jun 30, 26	+1.94K	2.10%
GUARDIAN WEALTH ADVISORS, LLC / NC	610.23K	Jun 30, 26	-744	1.93%
ENVESTNET ASSET MANAGEMENT INC	586.33K	Jun 30, 26	+114.29K	1.85%
Coyle Financial Counsel LLC	576.70K	Jun 30, 26	-7.14K	1.82%
Heck Capital Advisors, LLC	555.71K	Jun 30, 26	-59.12K	1.75%
HighTower Advisors, LLC	519.69K	Jun 30, 26	+115.84K	1.64%
Kestra Advisory Services, LLC	477.01K	Jun 30, 26	+34.48K	1.51%
Janney Montgomery Scott LLC	446.03K	Jun 30, 26	+5.81K	1.41%
Kathmere Capital Management, LLC	445.75K	Jun 30, 26	-40.12K	1.41%
Integrated Wealth Concepts LLC	428.57K	Jun 30, 26	+105.18K	1.35%
Investment Planning Advisors, Inc.	411.42K	Jun 30, 26	-58.89K	1.30%
Legacy Financial Advisors, Inc.	394.49K	Jun 30, 26	+7.78K	1.25%
First Heartland Consultants, Inc.	335.22K	Jun 30, 26	-55.91K	1.06%
COMMONWEALTH EQUITY SERVICES, LLC	323.22K	Jun 30, 26	+68.38K	1.02%
Beaumont Financial Advisors, LLC	307.90K	Jun 30, 26	-5.25K	0.97%
MAYPORT, LLC	306.60K	Jun 30, 26	+10.35K	0.97%
JONES FINANCIAL COMPANIES LLLP	294.23K	Jun 30, 26	+44.76K	0.93%
Compass Ion Advisors, LLC	288.11K	Jun 30, 26	+587	0.91%
Cambridge Investment Research Advisors, Inc.	280.90K	Jun 30, 26	+90.11K	0.89%
Elwood & Goetz Wealth Advisory Group, LLC	278.89K	Jun 30, 26	+278.89K	0.88%
MML INVESTORS SERVICES, LLC	276.84K	Jun 30, 26	+95.60K	0.87%
ENZI WEALTH	249.50K	Jun 30, 26	-44.02K	0.79%
Invst, LLC	246.49K	Jun 30, 26	-30.21K	0.78%
Yardley Wealth Management LLC	242.66K	Jun 30, 26	-32.86K	0.77%
ADAMSBROWN WEALTH CONSULTANTS LLC	242.15K	Jun 30, 26	+13.52K	0.76%
High Note Wealth, LLC	241.14K	Jun 30, 26	+5.36K	0.76%
Permanens Capital L.P.	219.06K	Jun 30, 26	+210.41K	0.69%
Intelligence Driven Advisers, LLC	216.70K	Jun 30, 26	-13.37K	0.68%
Baird Financial Group, Inc.	208.52K	Jun 30, 26	+59.32K	0.66%
Bank Julius Baer & Co. Ltd, Zurich	208.40K	Jun 30, 26	+88.90K	0.66%
WCG Wealth Advisors LLC	197.40K	Jun 30, 26	-51.55K	0.62%
KFG WEALTH MANAGEMENT, LLC	194.86K	Jun 30, 26	+6.40K	0.62%
Longview Financial Advisors, Inc.	184.63K	Jun 30, 26	+7.16K	0.58%
Koshinski Asset Management, Inc.	182.02K	Jun 30, 26	+21.60K	0.57%
Signal Advisors Wealth, LLC	180.07K	Jun 30, 26	+25.56K	0.57%
MGO ONE SEVEN LLC	175.10K	Jun 30, 26	-742	0.55%
GREAT VALLEY ADVISOR GROUP, INC.	173.80K	Jun 30, 26	-3.15K	0.55%
Rossby Financial, LCC	170.47K	Jun 30, 26	+6.04K	0.54%
Prospera Financial Services Inc	169.46K	Jun 30, 26	+21.98K	0.54%
Pearl Planning LLC	169.04K	Jun 30, 26	-7.22K	0.53%
ADVISOR GROUP HOLDINGS, INC.	162.62K	Jun 30, 26	+12.82K	0.51%
SWEENEY & MICHEL, LLC	161.77K	Jun 30, 26	+87.37K	0.51%
Colony Group, LLC	158.68K	Jun 30, 26	+25.57K	0.50%
THRIVENT FINANCIAL FOR LUTHERANS	158.05K	Jun 30, 26	+108.58K	0.50%
Members Advisory Group LLC	156.60K	Jun 30, 26	+116.78K	0.49%
ROYAL BANK OF CANADA	155.98K	Jun 30, 26	-18.15K	0.49%
Lumbard & Kellner, LLC	153.64K	Jun 30, 26	+129	0.49%
TrueWealth Advisors, LLC	144.90K	Jun 30, 26	+4.29K	0.46%
Cetera Investment Advisers	139.96K	Jun 30, 26	+98.12K	0.44%
Retirement Management Systems Inc.	139.63K	Jun 30, 26	-10.81K	0.44%
TABLEAUX LLC	133.58K	Jun 30, 26	-97	0.42%
Watchman Group, Inc.	125.41K	Jun 30, 26	-45.78K	0.40%
CABOT WEALTH MANAGEMENT INC	122.56K	Jun 30, 26	+8.58K	0.39%
Ameritas Investment Partners, Inc.	120.57K	Jun 30, 26	-2.61K	0.38%
Toroso Investments, LLC	120.12K	Jun 30, 26	-2.32K	0.38%
Smallwood Wealth Investment Management, LLC	116.32K	Jun 30, 26	+558	0.37%
Lansing Street Advisors	116.21K	Jun 30, 26	+7.93K	0.37%
New England Private Wealth Advisors LLC	115.40K	Jun 30, 26	+2.32K	0.36%
QUARRY HILL ADVISORS, LLC	113.78K	Jun 30, 26	-4.57K	0.36%
United Advisor Group, LLC	112.95K	Jun 30, 26	+17.93K	0.36%
Resources Investment Advisors, LLC.	112.90K	Jun 30, 26	-6.05K	0.36%
Wright Wealth LLC	112.57K	Jun 30, 26	-10.54K	0.36%
Geneos Wealth Management Inc.	112.57K	Jun 30, 26	+13.84K	0.36%
Equitable Holdings, Inc.	111.15K	Jun 30, 26	+39.58K	0.35%
Trademark Financial Management, LLC	109.06K	Jun 30, 26	-5.09K	0.34%
Philadelphia Investment Partners, LLC	106.06K	Jun 30, 26	-4.72K	0.33%
Harbour Wealth Management Group, Inc.	105.61K	Jun 30, 26	+5.45K	0.33%
Foundations Investment Advisors, LLC	103.82K	Jun 30, 26	+2.96K	0.33%
Peak Planning Group, LLC	102.20K	Jun 30, 26	+12.90K	0.32%
Womack Financial LLC	101.18K	Jun 30, 26	-5.27K	0.32%
ASSETMARK, INC	100.38K	Jun 30, 26	+99.66K	0.32%
Advisory Services Network, LLC	99.51K	Jun 30, 26	+23.07K	0.31%
GTS SECURITIES LLC	95.13K	Jun 30, 26	-162.71K	0.30%
Commonwealth Financial Services, LLC	93.66K	Jun 30, 26	-199.93K	0.30%
Avid Wealth Partners LLC	92.88K	Jun 30, 26	-6.32K	0.29%
Stokes Family Office, LLC	91.26K	Jun 30, 26	-55.32K	0.29%
Ferguson Shapiro LLC	87.51K	Jun 30, 26	+87.51K	0.28%
ARQ WEALTH ADVISORS, LLC	85.50K	Jun 30, 26	+14.82K	0.27%
ISLAY CAPITAL MANAGEMENT, LLC	85.42K	Jun 30, 26	-6.76K	0.27%
HIGHLINE WEALTH PARTNERS LLC	85.12K	Jun 30, 26	+42.81K	0.27%
OLD MISSION CAPITAL LLC	82.93K	Jun 30, 26	-207.30K	0.26%
One Charles Private Wealth Services, LLC	82.72K	Jun 30, 26	+82.72K	0.26%
Sunrise Financial Services, LLC	82.07K	Jun 30, 26	+3.18K	0.26%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	81.86K	Jun 30, 26	+14.87K	0.26%
Coco Enterprises, LLC	75.26K	Jun 30, 26	+3.06K	0.24%
Mariner, LLC	73.72K	Jun 30, 26	-8.97K	0.23%
INSIGNEO ADVISORY SERVICES, LLC	71.50K	Jun 30, 26	+71.50K	0.23%
Oath Planning, LLC	69.91K	Jun 30, 26	-4.14K	0.22%
JPMORGAN CHASE & CO	63.57K	Jun 30, 26	-9.79K	0.20%
Vise Technologies, Inc.	62.08K	Jun 30, 26	+42.82K	0.20%
Meridian Wealth Management, LLC	60.69K	Jun 30, 26	+33.42K	0.19%
1620 INVESTMENT ADVISORS, INC.	59.86K	Jun 30, 26	-2.38K	0.19%
Per Stirling Capital Management, LLC.	59.84K	Jun 30, 26	+20.69K	0.19%
MAI Capital Management	59.65K	Jun 30, 26	+955	0.19%
ARVEST INVESTMENTS, INC.	55.65K	Jun 30, 26	+55.65K	0.18%
Brinker Capital Investments, LLC	55.00K	Jun 30, 26	--	0.17%
Uniting Wealth Partners, LLC	54.01K	Jun 30, 26	+726	0.17%
JPL Wealth Management, LLC	53.41K	Jun 30, 26	+14.39K	0.17%
Allen Capital Group, LLC	52.81K	Jun 30, 26	-2.32K	0.17%
Lunt Capital Management, Inc.	52.21K	Jun 30, 26	-532	0.16%
Moors & Cabot, Inc.	52.04K	Jun 30, 26	-1.19K	0.16%
SeedSafe Financial LLC	51.75K	Jun 30, 26	+585	0.16%
Valmark Advisers, Inc.	49.24K	Jun 30, 26	+9.21K	0.16%
IFP Advisors, Inc	47.68K	Jun 30, 26	+21.04K	0.15%
Ethos Financial Group, LLC	47.45K	Jun 30, 26	-33.49K	0.15%
Visionary Wealth Advisors	46.94K	Jun 30, 26	+23.50K	0.15%
Stillwater Private Wealth, LLC	46.24K	Jun 30, 26	+26.50K	0.15%
Equity Wealth Partners, LLC	46.13K	Jun 30, 26	+742	0.15%
MARIPAU WEALTH MANAGEMENT LLC	46.05K	Jun 30, 26	-2.24K	0.15%
Wealthcare Advisory Partners LLC	45.62K	Jun 30, 26	+129	0.14%
Financial Guidance Group, Inc.	45.20K	Jun 30, 26	+1.55K	0.14%
ANGELES WEALTH MANAGEMENT, LLC	44.48K	Jun 30, 26	+15.22K	0.14%
Xena Financial Planning, LLC	43.75K	Jun 30, 26	-966	0.14%
Brookstone Capital Management	42.91K	Jun 30, 26	-74.00K	0.14%
Clarity Asset Management, Inc.	40.16K	Jun 30, 26	+14.13K	0.13%
CreativeOne Wealth, LLC	39.22K	Jun 30, 26	+5.14K	0.12%
Tailwinds Wealth, LLC	38.71K	Jun 30, 26	+29.23K	0.12%
TRUIST FINANCIAL CORP	38.59K	Jun 30, 26	+8.19K	0.12%
Arete Wealth Advisors, LLC	36.91K	Jun 30, 26	-156	0.12%
Global View Capital Management LLC	36.30K	Jun 30, 26	+9.03K	0.11%
Lord & Richards Wealth Management, LLC	35.08K	Jun 30, 26	+311	0.11%
Modern Wealth Management, LLC	35.05K	Jun 30, 26	+11.74K	0.11%
CLG LLC	34.66K	Jun 30, 26	+30.44K	0.11%
Kensington Asset Management, LLC	33.32K	Jun 30, 26	+25.20K	0.11%
SouthState Corp	32.24K	Jun 30, 26	+4.92K	0.10%
Belpointe Asset Management LLC	32.17K	Jun 30, 26	+20.71K	0.10%
STIFEL FINANCIAL CORP	31.25K	Jun 30, 26	+19.77K	0.10%
NewEdge Advisors, LLC	30.09K	Jun 30, 26	-10.75K	0.09%
Perissos Private Wealth Management, LLC	30.07K	Jun 30, 26	+30.07K	0.09%
SEAVIEW INVESTMENT MANAGERS LLC	30.05K	Jun 30, 26	-773	0.09%
HARBOUR INVESTMENTS, INC.	29.32K	Jun 30, 26	+462	0.09%
GERBER, LLC	29.02K	Jun 30, 26	+3.78K	0.09%
Ares Financial Consulting, LLC	28.95K	Jun 30, 26	+3.91K	0.09%
INDEPENDENT FINANCIAL GROUP, LLC	28.79K	Jun 30, 26	+11.57K	0.09%
Steel Peak Wealth Management LLC	27.39K	Jun 30, 26	+117	0.09%
Bravias Capital Group, LLC	27.12K	Jun 30, 26	+3.45K	0.09%
Patten Group, Inc.	26.65K	Jun 30, 26	-1.15K	0.08%
CAPTRUST FINANCIAL ADVISORS	26.60K	Jun 30, 26	+2.09K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	26.46K	Jun 30, 26	-790	0.08%
SILVERCREST ASSET MANAGEMENT GROUP LLC	26.13K	Jun 30, 26	+16.25K	0.08%
Clear Creek Financial Management, LLC	24.54K	Jun 30, 26	-8.55K	0.08%
Ausdal Financial Partners, Inc.	24.43K	Jun 30, 26	+24.43K	0.08%
CITADEL ADVISORS LLC	24.11K	Jun 30, 26	-1.78K	0.08%
Mutual Advisors, LLC	23.40K	Jun 30, 26	-1.09K	0.07%
Savant Capital, LLC	23.29K	Jun 30, 26	+17.38K	0.07%
Prism Advisors, Inc.	22.11K	Jun 30, 26	-1.41K	0.07%
Federation des caisses Desjardins du Quebec	21.93K	Jun 30, 26	+21.93K	0.07%
Capital Advisors, Ltd. LLC	21.73K	Jun 30, 26	+5.23K	0.07%
MATHER GROUP, LLC.	21.47K	Jun 30, 26	--	0.07%
Creative Planning	21.34K	Jun 30, 26	-2.76K	0.07%
LEVEL FOUR ADVISORY SERVICES, LLC	20.85K	Jun 30, 26	-259	0.07%
Portfolio Resources Advisor Group, Inc.	20.06K	Jun 30, 26	+4.01K	0.06%
OPPENHEIMER & CO INC	19.90K	Jun 30, 26	-2.18K	0.06%
NATIXIS ADVISORS, L.P.	19.78K	Jun 30, 26	+6.03K	0.06%
Plan Group Financial, LLC	18.41K	Jun 30, 26	+18.41K	0.06%
WEDBUSH SECURITIES INC	16.72K	Jun 30, 26	+5.63K	0.05%
William Howard & Co Financial Advisors Inc	15.88K	Jun 30, 26	+29	0.05%
Legend Financial Advisors, Inc.	15.82K	Jun 30, 26	+253	0.05%
BENJAMIN EDWARDS INC	15.17K	Jun 30, 26	+419	0.05%
VISTA INVESTMENT PARTNERS II, LLC	15.00K	Jun 30, 26	+7.69K	0.05%
Sugar Maple Asset Management, LLC	14.89K	Jun 30, 26	+8.43K	0.05%
Magnus Financial Group LLC	14.79K	Jun 30, 26	-64	0.05%
L.K. Benson & Company, P.C.	14.59K	Jun 30, 26	-2.85K	0.05%
Atria Investments, Inc	14.19K	Jun 30, 26	-3.15K	0.04%
Mendel Money Management	14.12K	Jun 30, 26	+4.69K	0.04%
Fermata Advisors, LLC	13.01K	Jun 30, 26	+1.19K	0.04%
Snowden Capital Advisors LLC	12.79K	Jun 30, 26	+2.37K	0.04%
Innova Wealth Partners	12.44K	Jun 30, 26	+3.85K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	12.20K	Jun 30, 26	+8.98K	0.04%
Capital Square, LLC	12.11K	Jun 30, 26	+5.10K	0.04%
Advyzon Investment Management, LLC	11.91K	Jun 30, 26	+11.91K	0.04%
Medallion Wealth Advisors, LLC	11.50K	Jun 30, 26	-1.80K	0.04%
BROWN ADVISORY INC	11.32K	Jun 30, 26	+3.00K	0.04%
Pilgrim Partners Asia Pte Ltd	11.20K	Jun 30, 26	--	0.04%
PRINCIPAL SECURITIES, INC.	11.02K	Jun 30, 26	-900	0.03%
Quantinno Capital Management LP	10.85K	Jun 30, 26	+10.85K	0.03%
NICOLET BANKSHARES INC	10.77K	Jun 30, 26	+10.77K	0.03%
Valeo Financial Advisors, LLC	10.49K	Jun 30, 26	+10.49K	0.03%
TFO-TDC, LLC	10.00K	Jun 30, 26	--	0.03%
Western Wealth Management, LLC	9.92K	Jun 30, 26	-403	0.03%
BlackDiamond Wealth Management Inc.	9.92K	Jun 30, 26	-3.06K	0.03%
Cooper Financial Group	9.92K	Jun 30, 26	-16.16K	0.03%
Sankala Group LLC	9.78K	Jun 30, 26	+3.04K	0.03%
XY Planning Network, Inc.	9.44K	Jun 30, 26	+168	0.03%
South Shore Capital Advisors	9.24K	Jun 30, 26	--	0.03%
Sigma Planning Corp	8.71K	Jun 30, 26	+8.71K	0.03%
Mills Wealth Advisors LLC	8.65K	Jun 30, 26	+554	0.03%
Darden Wealth Group Inc	8.62K	Jun 30, 26	+3.64K	0.03%
LANE BROTHERS & CO INC	8.56K	Jun 30, 26	-595	0.03%
MARSHALL WACE, LLP	8.35K	Jun 30, 26	-238	0.03%
Beacon Pointe Advisors, LLC	8.13K	Jun 30, 26	+1.56K	0.03%
Bulwark Capital Corp	8.11K	Jun 30, 26	-563	0.03%
Csenge Advisory Group	7.61K	Jun 30, 26	+3.81K	0.02%
Lakeside Advisors, INC.	7.58K	Jun 30, 26	+1.70K	0.02%
Caprock Group, LLC	7.34K	Jun 30, 26	+29	0.02%
Skyline Advisors, Inc.	7.17K	Jun 30, 26	-2.01K	0.02%
Parallel Advisors, LLC	7.15K	Jun 30, 26	+401	0.02%
Dynamic Advisor Solutions LLC	7.05K	Jun 30, 26	-761	0.02%
US BANCORP \DE\	7.01K	Jun 30, 26	--	0.02%
One Degree Advisors Inc	7.00K	Jun 30, 26	-97	0.02%
FIDUCIARY FINANCIAL ADVISORS	6.99K	Jun 30, 26	+6.99K	0.02%
Elevated Financial Group LLC	6.99K	Jun 30, 26	-141	0.02%
Betterment LLC	6.77K	Jun 30, 26	+327	0.02%
Gs Investments, Inc.	6.58K	Jun 30, 26	+20	0.02%
Empowered Funds, LLC	6.40K	Jun 30, 26	+145	0.02%
Redhawk Wealth Advisors, Inc.	6.31K	Jun 30, 26	-41.47K	0.02%
Verde Capital Management	6.23K	Jun 30, 26	+6.23K	0.02%
AVAII WEALTH MANAGEMENT, LLC	6.16K	Jun 30, 26	+6.16K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.06K	Jun 30, 26	+38	0.02%
NORTHERN TRUST CORP	5.93K	Jun 30, 26	+770	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.92K	Jun 30, 26	+5.92K	0.02%
Venturi Wealth Management, LLC	5.74K	Jun 30, 26	+917	0.02%
Valued Retirements, Inc.	5.66K	Jun 30, 26	+5.66K	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	5.64K	Jun 30, 26	+1.07K	0.02%
SwitchPoint Financial Planning, LLC	5.62K	Jun 30, 26	-659	0.02%
Signet Private Wealth LLC	5.34K	Jun 30, 26	+5.34K	0.02%
Perigon Wealth Management, LLC	5.22K	Jun 30, 26	+368	0.02%
DAVENPORT & Co LLC	5.16K	Jun 30, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	5.14K	Jun 30, 26	+887	0.02%
FMR LLC	5.04K	Jun 30, 26	+1.35K	0.02%
BAKER BOYER NATIONAL BANK	5.02K	Jun 30, 26	+5.02K	0.02%
TCFG Investment Advisors, LLC	4.97K	Jun 30, 26	+4.97K	0.02%
COMMERCE BANK	4.86K	Jun 30, 26	+4.86K	0.02%
Miracle Mile Advisors, LLC	4.83K	Jun 30, 26	+4.83K	0.02%
Piedmont Capital Management, LLC/NC	4.73K	Jun 30, 26	+4.73K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.72K	Jun 30, 26	+1.76K	0.01%
Gibson Capital, LLC	4.57K	Jun 30, 26	--	0.01%
Blue Chip Partners, LLC	4.39K	Jun 30, 26	+18	0.01%
Tactive Advisors, LLC	4.37K	Jun 30, 26	+505	0.01%
UBS Group AG	4.29K	Jun 30, 26	-19.32K	0.01%
BURNEY CO/	4.28K	Jun 30, 26	--	0.01%
Telos Capital Management, Inc.	4.25K	Jun 30, 26	+4.25K	0.01%
CI Private Wealth, LLC	4.23K	Jun 30, 26	+4.23K	0.01%
QRG CAPITAL MANAGEMENT, INC.	4.13K	Jun 30, 26	+4.13K	0.01%
Integrated Advisors Network LLC	4.01K	Jun 30, 26	-180	0.01%
Trailhead Planners LLC	4.01K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.91K	Jun 30, 26	+120	0.01%
HRT FINANCIAL LP	3.83K	Jun 30, 26	-26.03K	0.01%
Castleview Partners, LLC	3.82K	Jun 30, 26	+3.82K	0.01%
Stratos Wealth Partners, LTD.	3.80K	Jun 30, 26	+3.80K	0.01%
FIFTH THIRD BANCORP	3.76K	Jun 30, 26	-1.55K	0.01%
McBroom & Associates, LLC	3.62K	Jun 30, 26	+3.62K	0.01%
Cambridge Financial Group, LLC	3.62K	Jun 30, 26	+3.62K	0.01%
Savvy Advisors, Inc.	3.58K	Jun 30, 26	+3.58K	0.01%
Atlantic Union Bankshares Corp	3.39K	Jun 30, 26	--	0.01%
Strong Retirement Solutions LLC	3.35K	Jun 30, 26	-325	0.01%
Ameritas Advisory Services, LLC	3.30K	Jun 30, 26	-5.45K	0.01%
Foundry Financial LLC	3.28K	Jun 30, 26	+3.28K	0.01%
Goldstone Financial Group, LLC	3.27K	Jun 30, 26	+3.27K	0.01%
Ancora Advisors, LLC	3.24K	Jun 30, 26	-285	0.01%
BASSO CAPITAL MANAGEMENT, L.P.	3.22K	Jun 30, 26	+3.22K	0.01%
NATIONAL BANK OF CANADA /FI/	3.21K	Jun 30, 26	-240	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	3.12K	Jun 30, 26	+3.12K	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	3.12K	Jun 30, 26	+1.30K	0.01%
New Harbor Financial Group, LLC	3.09K	Jun 30, 26	-2.40K	0.01%
REUTER JAMES WEALTH MANAGEMENT, LLC	3.08K	Jun 30, 26	+3.08K	0.01%
Sowell Financial Services LLC	2.85K	Jun 30, 26	+2.85K	0.01%
Pathstone Holdings, LLC	2.78K	Jun 30, 26	+2.78K	0.01%
Indivisible Partners	2.76K	Jun 30, 26	+2.76K	0.01%
Center for Financial Planning, Inc.	2.60K	Jun 30, 26	--	0.01%
Asset Dedication, LLC	2.50K	Jun 30, 26	+1.38K	0.01%
Swisher Financial Concepts, Inc.	1.89K	Jun 30, 26	+1.89K	0.01%
Owl Creek Wealth Partners LLC	1.84K	Jun 30, 26	--	0.01%
TD Waterhouse Canada Inc.	1.63K	Jun 30, 26	--	0.01%
UMB Bank, n.a.	1.60K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	1.49K	Jun 30, 26	+1.15K	0.00%
AdvisorNet Financial, Inc	1.46K	Jun 30, 26	+6	0.00%
Smithfield Trust Co	1.33K	Jun 30, 26	-1.80K	0.00%
SRS Capital Advisors, Inc.	1.30K	Jun 30, 26	+1.30K	0.00%
Millstone Evans Group, LLC	1.20K	Jun 30, 26	-14	0.00%
Farther Finance Advisors, LLC	1.16K	Jun 30, 26	+749	0.00%
Investors Research Corp	1.12K	Jun 30, 26	--	0.00%
SIMA Wealth Partners, LLC	1.08K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.02K	Jun 30, 26	+59	0.00%
Ashton Thomas Private Wealth, LLC	946	Jun 30, 26	-472	0.00%
Strive Financial Group ,LLC	600	Jun 30, 26	+20	0.00%
First Pacific Financial	526	Jun 30, 26	+3	0.00%
Abound Wealth Management	500	Jun 30, 26	+500	0.00%
Capital Analysts, LLC	439	Jun 30, 26	+439	0.00%
CoreCap Advisors, LLC	400	Jun 30, 26	--	0.00%
Clark Wealth Partners	348	Jun 30, 26	+1	0.00%
Allworth Financial LP	309	Jun 30, 26	+309	0.00%
Key FInancial Inc	303	Jun 30, 26	--	0.00%
CDKV HOLDINGS LLC	300	Jun 30, 26	-29	0.00%
SIMPLEX TRADING, LLC	298	Jun 30, 26	-7.91K	0.00%
Y.D. More Investments Ltd	263	Jun 30, 26	--	0.00%
Catherine Avery Investment Management LLC	251	Jun 30, 26	+251	0.00%
NorthAvenue LLC	201	Jun 30, 26	+201	0.00%
Rockefeller Capital Management L.P.	200	Jun 30, 26	+200	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	200	Jun 30, 26	+200	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	177	Jun 30, 26	-79	0.00%
Russell Investments Group, Ltd.	175	Jun 30, 26	--	0.00%
StrongBox Wealth, LLC	171	Jun 30, 26	+171	0.00%
EverSource Wealth Advisors, LLC	127	Jun 30, 26	--	0.00%
Triumph Capital Management	101	Jun 30, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	100	Jun 30, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	85	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	60	Jun 30, 26	--	0.00%
LRI Investments, LLC	52	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	50	Jun 30, 26	+50	0.00%
Ulland Investment Advisors, LLC	40	Jun 30, 26	+40	0.00%
Trust Co	21	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	16	Jun 30, 26	+16	0.00%
SJS Investment Consulting Inc.	15	Jun 30, 26	+15	0.00%
Tower Research Capital LLC (TRC)	13	Jun 30, 26	+13	0.00%
BlackRock, Inc.	1	Jun 30, 26	+1	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	1	Jun 30, 26	+1	0.00%
MBM Wealth Consultants, LLC	--	Jun 30, 26	-373	--
Private Advisor Group, LLC	--	Jun 30, 26	-5.06K	--
HB Wealth Management, LLC	--	Jun 30, 26	-6.25K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-41.29K	--
Krilogy Financial LLC	--	Jun 30, 26	-144.62K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-6.55K	--
Root Financial Partners, LLC	--	Jun 30, 26	-499	--
Colonial Trust Co / SC	--	Jun 30, 26	-3.00K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1	--
Independent Advisor Alliance	--	Jun 30, 26	-20.95K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-113.03K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-150	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-17.03K	--
MUHLENKAMP & CO INC	--	Jun 30, 26	-236.82K	--
CWM, LLC	46.00K	Mar 31, 26	+13.34K	0.15%
VectorGlobal IAG, Inc.	34.73K	Mar 31, 26	+34.73K	0.11%
Anchor Investment Management, LLC	5.01K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	3.29K	Mar 31, 26	+3.28K	0.01%
Anfield Capital Management, LLC	94	Mar 31, 26	+94	0.00%
Pandora Wealth, Inc.	44.81K	Dec 31, 25	+817	0.14%
COMERICA BANK	2.63K	Dec 31, 25	-105	0.01%
ORG Partners LLC	1.00K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	193	Dec 31, 25	--	0.00%
EWG Elevate Inc.	89.40K	Sep 30, 25	-4.12K	0.28%
Smith Anglin Financial, LLC	11.84K	Jun 30, 25	-739	0.04%
AVANTAX ADVISORY SERVICES, INC.	10.43K	Jun 30, 25	+1.59K	0.03%
Orion Portfolio Solutions, LLC	55.00K	Mar 31, 25	--	0.17%
PRIVATE CAPITAL MANAGEMENT LLC	24.93K	Dec 31, 24	+5.41K	0.08%
Raymond James Financial Services Advisors, Inc.	357.50K	Sep 30, 24	+2.14K	1.13%
RAYMOND JAMES & ASSOCIATES	22.93K	Sep 30, 24	+298	0.07%
Spotlight Asset Group, Inc.	48.86K	Jun 30, 24	-765	0.15%
Cetera Advisors LLC	15.43K	Mar 31, 24	+15.43K	0.05%
Simplicity Solutions, LLC	14.32K	Dec 31, 23	--	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	49.59K	Sep 30, 23	+1.44K	0.16%
TRUSTCORE FINANCIAL SERVICES, LLC	2.23K	Dec 31, 22	-13	0.01%
Beaumont Financial Partners, LLC	157.93K	Sep 30, 22	+9.33K	0.50%
ACG Wealth	--	Sep 30, 22	-230	--
Covenant Multifamily Offices, LLC	7.73K	Sep 30, 21	+2	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.18K	Dec 31, 19	--	0.00%

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Holder

Date

Change

% Held

Retirement Planning Group

2.64M

Jun 30, 26

+94.49K

8.35%

WELLS FARGO & COMPANY/MN

2.39M

Jun 30, 26

+246.08K

7.55%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.07M

Jun 30, 26

+120.61K

6.52%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

1.56M

Jun 30, 26

-259.95K

4.94%

LPL Financial LLC

1.09M

Jun 30, 26

+317.88K

3.43%

Ellevest, Inc.

1.00M

Jun 30, 26

-32.13K

3.17%

RAYMOND JAMES FINANCIAL INC

808.25K

Jun 30, 26

+13.79K

2.55%

Tanglewood Wealth Management, Inc.

795.88K

Jun 30, 26

+5.08K

2.51%

Willis Johnson & Associates, Inc.

787.20K

Jun 30, 26

-71.95K

2.49%

MORGAN STANLEY

737.55K

Jun 30, 26

+147.19K

2.33%

Aptus Capital Advisors, LLC

664.02K

Jun 30, 26

+1.94K

2.10%

GUARDIAN WEALTH ADVISORS, LLC / NC

610.23K

Jun 30, 26

-744

1.93%

ENVESTNET ASSET MANAGEMENT INC

586.33K

Jun 30, 26

+114.29K

1.85%

Coyle Financial Counsel LLC

576.70K

Jun 30, 26

-7.14K

1.82%

Heck Capital Advisors, LLC

555.71K

Jun 30, 26

-59.12K

1.75%

HighTower Advisors, LLC

519.69K

Jun 30, 26

+115.84K

1.64%

Kestra Advisory Services, LLC

477.01K

Jun 30, 26

+34.48K

1.51%

Janney Montgomery Scott LLC

446.03K

Jun 30, 26

+5.81K

1.41%

Kathmere Capital Management, LLC

445.75K

Jun 30, 26

-40.12K

1.41%

Integrated Wealth Concepts LLC

428.57K

Jun 30, 26

+105.18K

1.35%

Investment Planning Advisors, Inc.

411.42K

Jun 30, 26

-58.89K

1.30%

Legacy Financial Advisors, Inc.

394.49K

Jun 30, 26

+7.78K

1.25%

First Heartland Consultants, Inc.

335.22K

Jun 30, 26

-55.91K

1.06%

COMMONWEALTH EQUITY SERVICES, LLC

323.22K

Jun 30, 26

+68.38K

1.02%

Beaumont Financial Advisors, LLC

307.90K

Jun 30, 26

-5.25K

0.97%

MAYPORT, LLC

306.60K

Jun 30, 26

+10.35K

0.97%

JONES FINANCIAL COMPANIES LLLP

294.23K

Jun 30, 26

+44.76K

0.93%

Compass Ion Advisors, LLC

288.11K

Jun 30, 26

+587

0.91%

Cambridge Investment Research Advisors, Inc.

280.90K

Jun 30, 26

+90.11K

0.89%

Elwood & Goetz Wealth Advisory Group, LLC

278.89K

Jun 30, 26

+278.89K

0.88%

MML INVESTORS SERVICES, LLC

276.84K

Jun 30, 26

+95.60K

0.87%

ENZI WEALTH

249.50K

Jun 30, 26

-44.02K

0.79%

Invst, LLC

246.49K

Jun 30, 26

-30.21K

0.78%

Yardley Wealth Management LLC

242.66K

Jun 30, 26

-32.86K

0.77%

ADAMSBROWN WEALTH CONSULTANTS LLC

242.15K

Jun 30, 26

+13.52K

0.76%

High Note Wealth, LLC

241.14K

Jun 30, 26

+5.36K

0.76%

Permanens Capital L.P.

219.06K

Jun 30, 26

+210.41K

0.69%

Intelligence Driven Advisers, LLC

216.70K

Jun 30, 26

-13.37K

0.68%

Baird Financial Group, Inc.

208.52K

Jun 30, 26

+59.32K

0.66%

Bank Julius Baer & Co. Ltd, Zurich

208.40K

Jun 30, 26

+88.90K

0.66%

WCG Wealth Advisors LLC

197.40K

Jun 30, 26

-51.55K

0.62%

KFG WEALTH MANAGEMENT, LLC

194.86K

Jun 30, 26

+6.40K

0.62%

Longview Financial Advisors, Inc.

184.63K

Jun 30, 26

+7.16K

0.58%

Koshinski Asset Management, Inc.

182.02K

Jun 30, 26

+21.60K

0.57%

Signal Advisors Wealth, LLC

180.07K

Jun 30, 26

+25.56K

0.57%

MGO ONE SEVEN LLC

175.10K

Jun 30, 26

-742

0.55%

GREAT VALLEY ADVISOR GROUP, INC.

173.80K

Jun 30, 26

-3.15K

0.55%

Rossby Financial, LCC

170.47K

Jun 30, 26

+6.04K

0.54%

Prospera Financial Services Inc

169.46K

Jun 30, 26

+21.98K

0.54%

Pearl Planning LLC

169.04K

Jun 30, 26

-7.22K

0.53%

ADVISOR GROUP HOLDINGS, INC.

162.62K

Jun 30, 26

+12.82K

0.51%

SWEENEY & MICHEL, LLC

161.77K

Jun 30, 26

+87.37K

0.51%

Colony Group, LLC

158.68K

Jun 30, 26

+25.57K

0.50%

THRIVENT FINANCIAL FOR LUTHERANS

158.05K

Jun 30, 26

+108.58K

0.50%

Members Advisory Group LLC

156.60K

Jun 30, 26

+116.78K

0.49%

ROYAL BANK OF CANADA

155.98K

Jun 30, 26

-18.15K

0.49%

Lumbard & Kellner, LLC

153.64K

Jun 30, 26

+129

0.49%

TrueWealth Advisors, LLC

144.90K

Jun 30, 26

+4.29K

0.46%

Cetera Investment Advisers

139.96K

Jun 30, 26

+98.12K

0.44%

Retirement Management Systems Inc.

139.63K

Jun 30, 26

-10.81K

0.44%

TABLEAUX LLC

133.58K

Jun 30, 26

-97

0.42%

Watchman Group, Inc.

125.41K

Jun 30, 26

-45.78K

0.40%

CABOT WEALTH MANAGEMENT INC

122.56K

Jun 30, 26

+8.58K

0.39%

Ameritas Investment Partners, Inc.

120.57K

Jun 30, 26

-2.61K

0.38%

Toroso Investments, LLC

120.12K

Jun 30, 26

-2.32K

0.38%

Smallwood Wealth Investment Management, LLC

116.32K

Jun 30, 26

+558

0.37%

Lansing Street Advisors

116.21K

Jun 30, 26

+7.93K

0.37%

New England Private Wealth Advisors LLC

115.40K

Jun 30, 26

+2.32K

0.36%

QUARRY HILL ADVISORS, LLC

113.78K

Jun 30, 26

-4.57K

0.36%

United Advisor Group, LLC

112.95K

Jun 30, 26

+17.93K

0.36%

Resources Investment Advisors, LLC.

112.90K

Jun 30, 26

-6.05K

0.36%

Wright Wealth LLC

112.57K

Jun 30, 26

-10.54K

0.36%

Geneos Wealth Management Inc.

112.57K

Jun 30, 26

+13.84K

0.36%

Equitable Holdings, Inc.

111.15K

Jun 30, 26

+39.58K

0.35%

Trademark Financial Management, LLC

109.06K

Jun 30, 26

-5.09K

0.34%

Philadelphia Investment Partners, LLC

106.06K

Jun 30, 26

-4.72K

0.33%

Harbour Wealth Management Group, Inc.

105.61K

Jun 30, 26

+5.45K

0.33%

Foundations Investment Advisors, LLC

103.82K

Jun 30, 26

+2.96K

0.33%

Peak Planning Group, LLC

102.20K

Jun 30, 26

+12.90K

0.32%

Womack Financial LLC

101.18K

Jun 30, 26

-5.27K

0.32%

ASSETMARK, INC

100.38K

Jun 30, 26

+99.66K

0.32%

Advisory Services Network, LLC

99.51K

Jun 30, 26

+23.07K

0.31%

GTS SECURITIES LLC

95.13K

Jun 30, 26

-162.71K

0.30%

Commonwealth Financial Services, LLC

93.66K

Jun 30, 26

-199.93K

0.30%

Avid Wealth Partners LLC

92.88K

Jun 30, 26

-6.32K

0.29%

Stokes Family Office, LLC

91.26K

Jun 30, 26

-55.32K

0.29%

Ferguson Shapiro LLC

87.51K

Jun 30, 26

+87.51K

0.28%

ARQ WEALTH ADVISORS, LLC

85.50K

Jun 30, 26

+14.82K

0.27%

ISLAY CAPITAL MANAGEMENT, LLC

85.42K

Jun 30, 26

-6.76K

0.27%

HIGHLINE WEALTH PARTNERS LLC

85.12K

Jun 30, 26

+42.81K

0.27%

OLD MISSION CAPITAL LLC

82.93K

Jun 30, 26

-207.30K

0.26%

One Charles Private Wealth Services, LLC

82.72K

Jun 30, 26

+82.72K

0.26%

Sunrise Financial Services, LLC

82.07K

Jun 30, 26

+3.18K

0.26%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

81.86K

Jun 30, 26

+14.87K

0.26%

Coco Enterprises, LLC

75.26K

Jun 30, 26

+3.06K

0.24%

Mariner, LLC

73.72K

Jun 30, 26

-8.97K

0.23%

INSIGNEO ADVISORY SERVICES, LLC

71.50K

Jun 30, 26

+71.50K

0.23%

Oath Planning, LLC

69.91K

Jun 30, 26

-4.14K

0.22%

JPMORGAN CHASE & CO

63.57K

Jun 30, 26

-9.79K

0.20%

Vise Technologies, Inc.

62.08K

Jun 30, 26

+42.82K

0.20%

Meridian Wealth Management, LLC

60.69K

Jun 30, 26

+33.42K

0.19%

1620 INVESTMENT ADVISORS, INC.

59.86K

Jun 30, 26

-2.38K

0.19%

Per Stirling Capital Management, LLC.

59.84K

Jun 30, 26

+20.69K

0.19%

MAI Capital Management

59.65K

Jun 30, 26

+955

0.19%

ARVEST INVESTMENTS, INC.

55.65K

Jun 30, 26

+55.65K

0.18%

Brinker Capital Investments, LLC

55.00K

Jun 30, 26

0.17%

Uniting Wealth Partners, LLC

54.01K

Jun 30, 26

+726

0.17%

JPL Wealth Management, LLC

53.41K

Jun 30, 26

+14.39K

0.17%

Allen Capital Group, LLC

52.81K

Jun 30, 26

-2.32K

0.17%

Lunt Capital Management, Inc.

52.21K

Jun 30, 26

-532

0.16%

Moors & Cabot, Inc.

52.04K

Jun 30, 26

-1.19K

0.16%

SeedSafe Financial LLC

51.75K

Jun 30, 26

+585

0.16%

Valmark Advisers, Inc.

49.24K

Jun 30, 26

+9.21K

0.16%

IFP Advisors, Inc

47.68K

Jun 30, 26

+21.04K

0.15%

Ethos Financial Group, LLC

47.45K

Jun 30, 26

-33.49K

0.15%

Visionary Wealth Advisors

46.94K

Jun 30, 26

+23.50K

0.15%

Stillwater Private Wealth, LLC

46.24K

Jun 30, 26

+26.50K

0.15%

Equity Wealth Partners, LLC

46.13K

Jun 30, 26

+742

0.15%

MARIPAU WEALTH MANAGEMENT LLC

46.05K

Jun 30, 26

-2.24K

0.15%

Wealthcare Advisory Partners LLC

45.62K

Jun 30, 26

+129

0.14%

Financial Guidance Group, Inc.

45.20K

Jun 30, 26

+1.55K

0.14%

ANGELES WEALTH MANAGEMENT, LLC

44.48K

Jun 30, 26

+15.22K

0.14%

Xena Financial Planning, LLC

43.75K

Jun 30, 26

-966

0.14%

Brookstone Capital Management

42.91K

Jun 30, 26

-74.00K

0.14%

Clarity Asset Management, Inc.

40.16K

Jun 30, 26

+14.13K

0.13%

CreativeOne Wealth, LLC

39.22K

Jun 30, 26

+5.14K

0.12%

Tailwinds Wealth, LLC

38.71K

Jun 30, 26

+29.23K

0.12%

TRUIST FINANCIAL CORP

38.59K

Jun 30, 26

+8.19K

0.12%

Arete Wealth Advisors, LLC

36.91K

Jun 30, 26

-156

0.12%

Global View Capital Management LLC

36.30K

Jun 30, 26

+9.03K

0.11%

Lord & Richards Wealth Management, LLC

35.08K

Jun 30, 26

+311

0.11%

Modern Wealth Management, LLC

35.05K

Jun 30, 26

+11.74K

0.11%

CLG LLC

34.66K

Jun 30, 26

+30.44K

0.11%

Kensington Asset Management, LLC

33.32K

Jun 30, 26

+25.20K

0.11%

SouthState Corp

32.24K

Jun 30, 26

+4.92K

0.10%

Belpointe Asset Management LLC

32.17K

Jun 30, 26

+20.71K

0.10%

STIFEL FINANCIAL CORP

31.25K

Jun 30, 26

+19.77K

0.10%

NewEdge Advisors, LLC

30.09K

Jun 30, 26

-10.75K

0.09%

Perissos Private Wealth Management, LLC

30.07K

Jun 30, 26

+30.07K

0.09%

SEAVIEW INVESTMENT MANAGERS LLC

30.05K

Jun 30, 26

-773

0.09%

HARBOUR INVESTMENTS, INC.

29.32K

Jun 30, 26

+462

0.09%

GERBER, LLC

29.02K

Jun 30, 26

+3.78K

0.09%

Ares Financial Consulting, LLC

28.95K

Jun 30, 26

+3.91K

0.09%

INDEPENDENT FINANCIAL GROUP, LLC

28.79K

Jun 30, 26

+11.57K

0.09%

Steel Peak Wealth Management LLC

27.39K

Jun 30, 26

+117

0.09%

Bravias Capital Group, LLC

27.12K

Jun 30, 26

+3.45K

0.09%

Patten Group, Inc.

26.65K

Jun 30, 26

-1.15K

0.08%

CAPTRUST FINANCIAL ADVISORS

26.60K

Jun 30, 26

+2.09K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

26.46K

Jun 30, 26

-790

0.08%

SILVERCREST ASSET MANAGEMENT GROUP LLC

26.13K

Jun 30, 26

+16.25K

0.08%

Clear Creek Financial Management, LLC

24.54K

Jun 30, 26

-8.55K

0.08%

Ausdal Financial Partners, Inc.

24.43K

Jun 30, 26

+24.43K

0.08%

CITADEL ADVISORS LLC

24.11K

Jun 30, 26

-1.78K

0.08%

Mutual Advisors, LLC

23.40K

Jun 30, 26

-1.09K

0.07%

Savant Capital, LLC

23.29K

Jun 30, 26

+17.38K

0.07%

Prism Advisors, Inc.

22.11K

Jun 30, 26

-1.41K

0.07%

Federation des caisses Desjardins du Quebec

21.93K

Jun 30, 26

+21.93K

0.07%

Capital Advisors, Ltd. LLC

21.73K

Jun 30, 26

+5.23K

0.07%

MATHER GROUP, LLC.

21.47K

Jun 30, 26

0.07%

Creative Planning

21.34K

Jun 30, 26

-2.76K

0.07%

LEVEL FOUR ADVISORY SERVICES, LLC

20.85K

Jun 30, 26

-259

0.07%

Portfolio Resources Advisor Group, Inc.

20.06K

Jun 30, 26

+4.01K

0.06%

OPPENHEIMER & CO INC

19.90K

Jun 30, 26

-2.18K

0.06%

NATIXIS ADVISORS, L.P.

19.78K

Jun 30, 26

+6.03K

0.06%

Plan Group Financial, LLC

18.41K

Jun 30, 26

+18.41K

0.06%

WEDBUSH SECURITIES INC

16.72K

Jun 30, 26

+5.63K

0.05%

William Howard & Co Financial Advisors Inc

15.88K

Jun 30, 26

+29

0.05%

Legend Financial Advisors, Inc.

15.82K

Jun 30, 26

+253

0.05%

BENJAMIN EDWARDS INC

15.17K

Jun 30, 26

+419

0.05%

VISTA INVESTMENT PARTNERS II, LLC

15.00K

Jun 30, 26

+7.69K

0.05%

Sugar Maple Asset Management, LLC

14.89K

Jun 30, 26

+8.43K

0.05%

Magnus Financial Group LLC

14.79K

Jun 30, 26

-64

0.05%

L.K. Benson & Company, P.C.

14.59K

Jun 30, 26

-2.85K

0.05%

Atria Investments, Inc

14.19K

Jun 30, 26

-3.15K

0.04%

Mendel Money Management

14.12K

Jun 30, 26

+4.69K

0.04%

Fermata Advisors, LLC

13.01K

Jun 30, 26

+1.19K

0.04%

Snowden Capital Advisors LLC

12.79K

Jun 30, 26

+2.37K

0.04%

Innova Wealth Partners

12.44K

Jun 30, 26

+3.85K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.20K

Jun 30, 26

+8.98K

0.04%

Capital Square, LLC

12.11K

Jun 30, 26

+5.10K

0.04%

Advyzon Investment Management, LLC

11.91K

Jun 30, 26

+11.91K

0.04%

Medallion Wealth Advisors, LLC

11.50K

Jun 30, 26

-1.80K

0.04%

BROWN ADVISORY INC

11.32K

Jun 30, 26

+3.00K

0.04%

Pilgrim Partners Asia Pte Ltd

11.20K

Jun 30, 26

0.04%

PRINCIPAL SECURITIES, INC.

11.02K

Jun 30, 26

-900

0.03%

Quantinno Capital Management LP

10.85K

Jun 30, 26

+10.85K

0.03%

NICOLET BANKSHARES INC

10.77K

Jun 30, 26

+10.77K

0.03%

Valeo Financial Advisors, LLC

10.49K

Jun 30, 26

+10.49K

0.03%

TFO-TDC, LLC

10.00K

Jun 30, 26

0.03%

Western Wealth Management, LLC

9.92K

Jun 30, 26

-403

0.03%

BlackDiamond Wealth Management Inc.

9.92K

Jun 30, 26

-3.06K

0.03%

Cooper Financial Group

9.92K

Jun 30, 26

-16.16K

0.03%

Sankala Group LLC

9.78K

Jun 30, 26

+3.04K

0.03%

XY Planning Network, Inc.

9.44K

Jun 30, 26

+168

0.03%

South Shore Capital Advisors

9.24K

Jun 30, 26

0.03%

Sigma Planning Corp

8.71K

Jun 30, 26

+8.71K

0.03%

Mills Wealth Advisors LLC

8.65K

Jun 30, 26

+554

0.03%

Darden Wealth Group Inc

8.62K

Jun 30, 26

+3.64K

0.03%

LANE BROTHERS & CO INC

8.56K

Jun 30, 26

-595

0.03%

MARSHALL WACE, LLP

8.35K

Jun 30, 26

-238

0.03%

Beacon Pointe Advisors, LLC

8.13K

Jun 30, 26

+1.56K

0.03%

Bulwark Capital Corp

8.11K

Jun 30, 26

-563

0.03%

Csenge Advisory Group

7.61K

Jun 30, 26

+3.81K

0.02%

Lakeside Advisors, INC.

7.58K

Jun 30, 26

+1.70K

0.02%

Caprock Group, LLC

7.34K

Jun 30, 26

+29

0.02%

Skyline Advisors, Inc.

7.17K

Jun 30, 26

-2.01K

0.02%

Parallel Advisors, LLC

7.15K

Jun 30, 26

+401

0.02%

Dynamic Advisor Solutions LLC

7.05K

Jun 30, 26

-761

0.02%

US BANCORP \DE\

7.01K

Jun 30, 26

0.02%

One Degree Advisors Inc

7.00K

Jun 30, 26

-97

0.02%

FIDUCIARY FINANCIAL ADVISORS

6.99K

Jun 30, 26

+6.99K

0.02%

Elevated Financial Group LLC

6.99K

Jun 30, 26

-141

0.02%

Betterment LLC

6.77K

Jun 30, 26

+327

0.02%

Gs Investments, Inc.

6.58K

Jun 30, 26

+20

0.02%

Empowered Funds, LLC

6.40K

Jun 30, 26

+145

0.02%

Redhawk Wealth Advisors, Inc.

6.31K

Jun 30, 26

-41.47K

0.02%

Verde Capital Management

6.23K

Jun 30, 26

+6.23K

0.02%

AVAII WEALTH MANAGEMENT, LLC

6.16K

Jun 30, 26

+6.16K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.06K

Jun 30, 26

+38

0.02%

NORTHERN TRUST CORP

5.93K

Jun 30, 26

+770

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.92K

Jun 30, 26

+5.92K

0.02%

Venturi Wealth Management, LLC

5.74K

Jun 30, 26

+917

0.02%

Valued Retirements, Inc.

5.66K

Jun 30, 26

+5.66K

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

5.64K

Jun 30, 26

+1.07K

0.02%

SwitchPoint Financial Planning, LLC

5.62K

Jun 30, 26

-659

0.02%

Signet Private Wealth LLC

5.34K

Jun 30, 26

+5.34K

0.02%

Perigon Wealth Management, LLC

5.22K

Jun 30, 26

+368

0.02%

DAVENPORT & Co LLC

5.16K

Jun 30, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

5.14K

Jun 30, 26

+887

0.02%

FMR LLC

5.04K

Jun 30, 26

+1.35K

0.02%

BAKER BOYER NATIONAL BANK

5.02K

Jun 30, 26

+5.02K

0.02%

TCFG Investment Advisors, LLC

4.97K

Jun 30, 26

+4.97K

0.02%

COMMERCE BANK

4.86K

Jun 30, 26

+4.86K

0.02%

Miracle Mile Advisors, LLC

4.83K

Jun 30, 26

+4.83K

0.02%

Piedmont Capital Management, LLC/NC

4.73K

Jun 30, 26

+4.73K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.72K

Jun 30, 26

+1.76K

0.01%

Gibson Capital, LLC

4.57K

Jun 30, 26

0.01%

Blue Chip Partners, LLC

4.39K

Jun 30, 26

+18

0.01%

Tactive Advisors, LLC

4.37K

Jun 30, 26

+505

0.01%

UBS Group AG

4.29K

Jun 30, 26

-19.32K

0.01%

BURNEY CO/

4.28K

Jun 30, 26

0.01%

Telos Capital Management, Inc.

4.25K

Jun 30, 26

+4.25K

0.01%

CI Private Wealth, LLC

4.23K

Jun 30, 26

+4.23K

0.01%

QRG CAPITAL MANAGEMENT, INC.

4.13K

Jun 30, 26

+4.13K

0.01%

Integrated Advisors Network LLC

4.01K

Jun 30, 26

-180

0.01%

Trailhead Planners LLC

4.01K

Jun 30, 26

0.01%

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

3.91K

Jun 30, 26

+120

0.01%

HRT FINANCIAL LP

3.83K

Jun 30, 26

-26.03K

0.01%

Castleview Partners, LLC

3.82K

Jun 30, 26

+3.82K

0.01%

Stratos Wealth Partners, LTD.

3.80K

Jun 30, 26

+3.80K

0.01%

FIFTH THIRD BANCORP

3.76K

Jun 30, 26

-1.55K

0.01%

McBroom & Associates, LLC

3.62K

Jun 30, 26

+3.62K

0.01%

Cambridge Financial Group, LLC

3.62K

Jun 30, 26

+3.62K

0.01%

Savvy Advisors, Inc.

3.58K

Jun 30, 26

+3.58K

0.01%

Atlantic Union Bankshares Corp

3.39K

Jun 30, 26

0.01%

Strong Retirement Solutions LLC

3.35K

Jun 30, 26

-325

0.01%

Ameritas Advisory Services, LLC

3.30K

Jun 30, 26

-5.45K

0.01%

Foundry Financial LLC

3.28K

Jun 30, 26

+3.28K

0.01%

Goldstone Financial Group, LLC

3.27K

Jun 30, 26

+3.27K

0.01%

Ancora Advisors, LLC

3.24K

Jun 30, 26

-285

0.01%

BASSO CAPITAL MANAGEMENT, L.P.

3.22K

Jun 30, 26

+3.22K

0.01%

NATIONAL BANK OF CANADA /FI/

3.21K

Jun 30, 26

-240

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.12K

Jun 30, 26

+3.12K

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

3.12K

Jun 30, 26

+1.30K

0.01%

New Harbor Financial Group, LLC

3.09K

Jun 30, 26

-2.40K

0.01%

REUTER JAMES WEALTH MANAGEMENT, LLC

3.08K

Jun 30, 26

+3.08K

0.01%

Sowell Financial Services LLC

2.85K

Jun 30, 26

+2.85K

0.01%

Pathstone Holdings, LLC

2.78K

Jun 30, 26

+2.78K

0.01%

Indivisible Partners

2.76K

Jun 30, 26

+2.76K

0.01%

Center for Financial Planning, Inc.

2.60K

Jun 30, 26

0.01%

Asset Dedication, LLC

2.50K

Jun 30, 26

+1.38K

0.01%

Swisher Financial Concepts, Inc.

1.89K

Jun 30, 26

+1.89K

0.01%

Owl Creek Wealth Partners LLC

1.84K

Jun 30, 26

0.01%

TD Waterhouse Canada Inc.

1.63K

Jun 30, 26

0.01%

UMB Bank, n.a.

1.60K

Jun 30, 26

0.01%

AE Wealth Management LLC

1.49K

Jun 30, 26

+1.15K

0.00%

AdvisorNet Financial, Inc

1.46K

Jun 30, 26

0.00%

Smithfield Trust Co

1.33K

Jun 30, 26

-1.80K

0.00%

SRS Capital Advisors, Inc.

1.30K

Jun 30, 26

+1.30K

0.00%

Millstone Evans Group, LLC

1.20K

Jun 30, 26

-14

0.00%

Farther Finance Advisors, LLC

1.16K

Jun 30, 26

+749

0.00%

Investors Research Corp

1.12K

Jun 30, 26

0.00%

SIMA Wealth Partners, LLC

1.08K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

1.02K

Jun 30, 26

+59

0.00%

Ashton Thomas Private Wealth, LLC

946

Jun 30, 26

-472

0.00%

Strive Financial Group ,LLC

600

Jun 30, 26

+20

0.00%

First Pacific Financial

526

Jun 30, 26

0.00%

Abound Wealth Management

500

Jun 30, 26

+500

0.00%

Capital Analysts, LLC

439

Jun 30, 26

+439

0.00%

CoreCap Advisors, LLC

400

Jun 30, 26

0.00%

Clark Wealth Partners

348

Jun 30, 26

0.00%

Allworth Financial LP

309

Jun 30, 26

+309

0.00%

Key FInancial Inc

303

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

300

Jun 30, 26

-29

0.00%

SIMPLEX TRADING, LLC

298

Jun 30, 26

-7.91K

0.00%

Y.D. More Investments Ltd

263

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

251

Jun 30, 26

+251

0.00%

NorthAvenue LLC

201

Jun 30, 26

+201

0.00%

Rockefeller Capital Management L.P.

200

Jun 30, 26

+200

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

200

Jun 30, 26

+200

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

177

Jun 30, 26

-79

0.00%

Russell Investments Group, Ltd.

175

Jun 30, 26

0.00%

StrongBox Wealth, LLC

171

Jun 30, 26

+171

0.00%

EverSource Wealth Advisors, LLC

127

Jun 30, 26

0.00%

Triumph Capital Management

101

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

100

Jun 30, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

+50

0.00%

Ulland Investment Advisors, LLC

Jun 30, 26

+40

0.00%

Trust Co

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+16

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

+15

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+13

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

0.00%

MBM Wealth Consultants, LLC

Jun 30, 26

-373

Private Advisor Group, LLC

Jun 30, 26

-5.06K

HB Wealth Management, LLC

Jun 30, 26

-6.25K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-41.29K

Krilogy Financial LLC

Jun 30, 26

-144.62K

IHT Wealth Management, LLC

Jun 30, 26

-6.55K

Root Financial Partners, LLC

Jun 30, 26

-499

Colonial Trust Co / SC

Jun 30, 26

-3.00K

Sound Income Strategies, LLC

Jun 30, 26

-1

Independent Advisor Alliance

Jun 30, 26

-20.95K

JANE STREET GROUP, LLC

Jun 30, 26

-113.03K

BANK OF MONTREAL /CAN/

Jun 30, 26

-150

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-17.03K

MUHLENKAMP & CO INC

Jun 30, 26

-236.82K

CWM, LLC

46.00K

Mar 31, 26

+13.34K

0.15%

VectorGlobal IAG, Inc.

34.73K

Mar 31, 26

+34.73K

0.11%

Anchor Investment Management, LLC

5.01K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

3.29K

Mar 31, 26

+3.28K

0.01%

Anfield Capital Management, LLC

Mar 31, 26

+94

0.00%

Pandora Wealth, Inc.

44.81K

Dec 31, 25

+817

0.14%

COMERICA BANK

2.63K

Dec 31, 25

-105

0.01%

ORG Partners LLC

1.00K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

193

Dec 31, 25

0.00%

EWG Elevate Inc.

89.40K

Sep 30, 25

-4.12K

0.28%

Smith Anglin Financial, LLC

11.84K

Jun 30, 25

-739

0.04%

AVANTAX ADVISORY SERVICES, INC.

10.43K

Jun 30, 25

+1.59K

0.03%

Orion Portfolio Solutions, LLC

55.00K

Mar 31, 25

0.17%

PRIVATE CAPITAL MANAGEMENT LLC

24.93K

Dec 31, 24

+5.41K

0.08%

Raymond James Financial Services Advisors, Inc.

357.50K

Sep 30, 24

+2.14K

1.13%

RAYMOND JAMES & ASSOCIATES

22.93K

Sep 30, 24

+298

0.07%

Spotlight Asset Group, Inc.

48.86K

Jun 30, 24

-765

0.15%

Cetera Advisors LLC

15.43K

Mar 31, 24

+15.43K

0.05%

Simplicity Solutions, LLC

14.32K

Dec 31, 23

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

49.59K

Sep 30, 23

+1.44K

0.16%

TRUSTCORE FINANCIAL SERVICES, LLC

2.23K

Dec 31, 22

-13

0.01%

Beaumont Financial Partners, LLC

157.93K

Sep 30, 22

+9.33K

0.50%

ACG Wealth

Sep 30, 22

-230

Covenant Multifamily Offices, LLC

7.73K

Sep 30, 21

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.18K

Dec 31, 19

0.00%