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Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 352 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC637.48KSep 30, 26+138.34K0.32%
ROCKLAND TRUST CO28.20KSep 30, 26--0.01%
Rosenberg Matthew Hamilton8.86KSep 30, 26--0.00%
CX Institutional7.51KSep 30, 26--0.00%
Miller Global Investments, LLC--Sep 30, 26-177.46K--
COMMONWEALTH EQUITY SERVICES, LLC6.13MJun 30, 26-34.38K3.03%
RIVERNORTH CAPITAL MANAGEMENT, LLC5.44MJun 30, 26+1.44M2.69%
Wagner Wealth Management, LLC4.85MJun 30, 26+1.37M2.40%
SIT INVESTMENT ASSOCIATES INC4.31MJun 30, 26+425.73K2.13%
Thomas J. Herzfeld Advisors, Inc.3.92MJun 30, 26+241.64K1.94%
MORGAN STANLEY2.93MJun 30, 26+1.41M1.45%
Cambridge Investment Research Advisors, Inc.2.63MJun 30, 26-1.18M1.30%
ENVESTNET ASSET MANAGEMENT INC2.49MJun 30, 26+274.07K1.23%
LPL Financial LLC2.27MJun 30, 26-17.83K1.12%
EVERGREEN CAPITAL MANAGEMENT LLC2.16MJun 30, 26+1.06M1.07%
Cetera Investment Advisers2.14MJun 30, 26-123.51K1.06%
Pathstone Holdings, LLC2.13MJun 30, 26+106.61K1.06%
VISTA FINANCE, LLC1.95MJun 30, 26-44.26K0.96%
Rockefeller Capital Management L.P.1.94MJun 30, 26+355.71K0.96%
Blackstone Inc.1.66MJun 30, 26--0.82%
Matisse Capital1.25MJun 30, 26+111.00K0.62%
Summit Financial, LLC1.16MJun 30, 26+14.42K0.57%
ADVISOR GROUP HOLDINGS, INC.1.14MJun 30, 26+29.95K0.56%
INDEPENDENT FINANCIAL GROUP, LLC1.12MJun 30, 26+304.60K0.55%
RAYMOND JAMES FINANCIAL INC982.24KJun 30, 26+29.71K0.49%
SRS Capital Advisors, Inc.980.93KJun 30, 26+967.33K0.48%
Ellis Investment Partners, LLC921.13KJun 30, 26+29.63K0.46%
Kovack Advisors, Inc.829.49KJun 30, 26+363.26K0.41%
Advisors Asset Management, Inc.799.56KJun 30, 26+15.00K0.40%
ABSOLUTE INVESTMENT ADVISERS, LLC552.07KJun 30, 26-6.62K0.27%
Castleview Partners, LLC487.96KJun 30, 26+56.11K0.24%
HARBOUR INVESTMENTS, INC.477.74KJun 30, 26-32.78K0.24%
WILEY BROS.-AINTREE CAPITAL, LLC416.36KJun 30, 26-88.97K0.21%
Invesco Ltd.405.96KJun 30, 26-96.59K0.20%
RIVERBRIDGE PARTNERS LLC384.88KJun 30, 26-4140.19%
Prime Capital Investment Advisors, LLC366.60KJun 30, 26-32.38K0.18%
CERTIOR FINANCIAL GROUP, LLC349.90KJun 30, 26-12.71K0.17%
Patriot Financial Group Insurance Agency, LLC348.26KJun 30, 26-390.94K0.17%
Kestra Advisory Services, LLC345.49KJun 30, 26-132.53K0.17%
Diversified Enterprises, LLC324.57KJun 30, 26-51.23K0.16%
Fund Advisors of America Inc/FL287.56KJun 30, 26+12.20K0.14%
CHOREO, LLC268.82KJun 30, 26+30.81K0.13%
Closed-End Fund Advisors, Inc.242.29KJun 30, 26-21.93K0.12%
UBS Group AG231.25KJun 30, 26+94.53K0.11%
Arlington Capital Management, Inc.222.53KJun 30, 26+222.53K0.11%
Quarry LP218.92KJun 30, 26-2.63K0.11%
Colony Group, LLC200.22KJun 30, 26+142.93K0.10%
JANE STREET GROUP, LLC180.72KJun 30, 26+15.51K0.09%
OPPENHEIMER & CO INC177.97KJun 30, 26+48.37K0.09%
Stratos Wealth Partners, LTD.176.28KJun 30, 26-161.05K0.09%
Modern Wealth Management, LLC169.83KJun 30, 26+1.28K0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV166.68KJun 30, 26+32.56K0.08%
TrueMark Investments, LLC163.88KJun 30, 26+72.88K0.08%
ROYAL BANK OF CANADA163.41KJun 30, 26-8.17K0.08%
Ausdal Financial Partners, Inc.163.09KJun 30, 26-3.57K0.08%
Paradigm Financial Partners, LLC158.92KJun 30, 26+5.64K0.08%
CITADEL ADVISORS LLC158.17KJun 30, 26+111.45K0.08%
Mission Hills Financial Advisory, LLC155.74KJun 30, 26+130.21K0.08%
Inspire Advisors, LLC149.62KJun 30, 26-20.25K0.07%
Merit Financial Group, LLC147.81KJun 30, 26+17.95K0.07%
IHT Wealth Management, LLC140.54KJun 30, 26-5.77K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC138.95KJun 30, 26-7.59K0.07%
Calamos Advisors LLC138.43KJun 30, 26+61.87K0.07%
WEST MICHIGAN ADVISORS, LLC129.19KJun 30, 26-5.47K0.06%
Cerity Partners LLC127.80KJun 30, 26+23.00K0.06%
Arkadios Wealth Advisors125.39KJun 30, 26-3.44M0.06%
Creative Planning124.10KJun 30, 26-16.59K0.06%
XTX Topco Ltd122.98KJun 30, 26+89.98K0.06%
J.W. COLE ADVISORS, INC.122.25KJun 30, 26+122.25K0.06%
ROBINSON CAPITAL MANAGEMENT, LLC120.75KJun 30, 26--0.06%
Kathmere Capital Management, LLC120.09KJun 30, 26--0.06%
Inscription Capital, LLC116.17KJun 30, 26-7.37K0.06%
HighTower Advisors, LLC115.08KJun 30, 26-20.30K0.06%
Allen Capital Group, LLC114.89KJun 30, 26-10.34K0.06%
Mariner, LLC98.64KJun 30, 26-242.03K0.05%
Steward Partners Investment Advisory, LLC98.53KJun 30, 26+1.58K0.05%
Geneos Wealth Management Inc.98.34KJun 30, 26+9.62K0.05%
Wealthcare Advisory Partners LLC97.04KJun 30, 26-10.29K0.05%
Virtus Investment Advisers, Inc.96.00KJun 30, 26+4.13K0.05%
CI Private Wealth, LLC95.00KJun 30, 26+95.00K0.05%
Cornerstone Wealth Management, LLC91.56KJun 30, 26-210.04K0.05%
North Ground Capital89.60KJun 30, 26-435.40K0.04%
Private Advisor Group, LLC89.50KJun 30, 26-4.59K0.04%
Investmark Advisory Group LLC86.81KJun 30, 26-7.43K0.04%
SUMMIT WEALTH GROUP LLC / CO82.41KJun 30, 26+19.19K0.04%
RFG Advisory, LLC81.96KJun 30, 26-19.97K0.04%
Alpine Global Management, LLC76.89KJun 30, 26-49.34K0.04%
Integrated Wealth Concepts LLC76.27KJun 30, 26-1.14K0.04%
Harvest Investment Services, LLC72.71KJun 30, 26-1.68K0.04%
Maridea Wealth Management LLC72.32KJun 30, 26+9.34K0.04%
Strategic Blueprint, LLC67.75KJun 30, 26-1.25K0.03%
Smallwood Wealth Investment Management, LLC65.72KJun 30, 26--0.03%
Apeiron RIA LLC63.96KJun 30, 26-2.97K0.03%
Impact Partnership Wealth, LLC62.93KJun 30, 26--0.03%
Apollon Wealth Management, LLC62.86KJun 30, 26+13.80K0.03%
PFG Investments, LLC62.60KJun 30, 26-3.98K0.03%
Innovative Asset Advisors Group, LLC58.76KJun 30, 26+58.76K0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP58.46KJun 30, 26-35.10K0.03%
Prospera Financial Services Inc58.15KJun 30, 26+2.44K0.03%
KINGSWOOD WEALTH ADVISORS, LLC57.64KJun 30, 26-1.10K0.03%
Huntleigh Advisors, Inc.57.53KJun 30, 26--0.03%
COFG Advisors, LLC57.48KJun 30, 26-6.28K0.03%
IFG Advisory, LLC56.55KJun 30, 26+56.55K0.03%
CAPTRUST FINANCIAL ADVISORS56.03KJun 30, 26-3.30K0.03%
Csenge Advisory Group55.22KJun 30, 26--0.03%
Signal Advisors Wealth, LLC54.32KJun 30, 26-22.60K0.03%
Strong Retirement Solutions LLC52.05KJun 30, 26-22.60K0.03%
Marex Group plc50.11KJun 30, 26+12.51K0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO49.67KJun 30, 26-8900.02%
WCG Wealth Advisors LLC49.20KJun 30, 26-17.18K0.02%
McAdam, LLC48.53KJun 30, 26-28.69K0.02%
Resources Investment Advisors, LLC.47.69KJun 30, 26+47.69K0.02%
Retirement Planning Group47.30KJun 30, 26-2.75K0.02%
Strategic Financial Partners, Ltd.46.45KJun 30, 26--0.02%
Allegiance Financial Group Advisory Services LLC45.77KJun 30, 26-1.92K0.02%
Plancorp, LLC43.48KJun 30, 26--0.02%
Tactive Advisors, LLC43.35KJun 30, 26+43.35K0.02%
WEDBUSH SECURITIES INC41.94KJun 30, 26-1.00K0.02%
IFP Advisors, Inc41.67KJun 30, 26-14.30K0.02%
Foundations Investment Advisors, LLC40.74KJun 30, 26-6.87K0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC40.12KJun 30, 26+40.12K0.02%
VisionPoint Advisory Group, LLC39.69KJun 30, 26-23.63K0.02%
Foundry Financial Group, Inc.38.06KJun 30, 26--0.02%
Beacon Pointe Advisors, LLC37.95KJun 30, 26+12.40K0.02%
Financial Gravity Companies, Inc.37.50KJun 30, 26+37.50K0.02%
STIFEL FINANCIAL CORP37.36KJun 30, 26-2.66K0.02%
BOS Asset Management, LLC33.54KJun 30, 26--0.02%
Sentinus, LLC33.08KJun 30, 26-33.67K0.02%
First Heartland Consultants, Inc.32.78KJun 30, 26+3180.02%
Jacobi Capital Management LLC31.15KJun 30, 26+1.05K0.02%
WEALTHEDGE INVESTMENT ADVISORS, LLC30.61KJun 30, 26-6550.02%
Dunhill Financial, LLC30.29KJun 30, 26--0.01%
Clark Asset Management, LLC29.97KJun 30, 26--0.01%
Capital CS Group, LLC29.61KJun 30, 26+9930.01%
Allworth Financial LP29.40KJun 30, 26+2.50K0.01%
MERCER GLOBAL ADVISORS INC /ADV29.09KJun 30, 26+7.29K0.01%
Legacy Capital Wealth Partners, LLC28.70KJun 30, 26-1000.01%
WealthPlan Investment Management, LLC28.41KJun 30, 26-61.73K0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC28.36KJun 30, 26--0.01%
ROCKLAND TRUST CO28.20KJun 30, 26+28.20K0.01%
BOOTHBAY FUND MANAGEMENT, LLC27.21KJun 30, 26+27.21K0.01%
EJMK Ventures LLC27.15KJun 30, 26--0.01%
NFP Retirement, Inc.26.94KJun 30, 26-16.00K0.01%
NewEdge Advisors, LLC26.57KJun 30, 26+2420.01%
KEYBANK NATIONAL ASSOCIATION/OH26.36KJun 30, 26--0.01%
Stewardship Advisors, LLC25.97KJun 30, 26+670.01%
Pensionmark Financial Group, LLC25.97KJun 30, 26--0.01%
Sanctuary Advisors, LLC25.55KJun 30, 26+2400.01%
Farther Finance Advisors, LLC25.54KJun 30, 26+3.98K0.01%
Golden State Wealth Management, LLC25.18KJun 30, 26+1030.01%
Presidio Capital Management, LLC24.66KJun 30, 26+5550.01%
PARK AVENUE SECURITIES LLC24.25KJun 30, 26+6.78K0.01%
Independent Wealth Network Inc.23.87KJun 30, 26+2250.01%
Concurrent Investment Advisors, LLC23.87KJun 30, 26+5940.01%
MGO ONE SEVEN LLC22.79KJun 30, 26+8.02K0.01%
Centerpoint Advisory Group22.68KJun 30, 26-29.45K0.01%
Cannon Advisors, Inc.22.58KJun 30, 26+7570.01%
Advisory Advocates, LLC22.50KJun 30, 26--0.01%
Carnegie Lake Advisors LLC21.66KJun 30, 26--0.01%
Heritage Family Offices, LLP21.63KJun 30, 26--0.01%
Pacific Excel Wealth Advisors, Inc.21.63KJun 30, 26+21.63K0.01%
Intrua Financial, LLC21.41KJun 30, 26-7.17K0.01%
VANCE WEALTH, INC.21.20KJun 30, 26--0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC20.96KJun 30, 26--0.01%
MFA Wealth Services20.27KJun 30, 26-5.54K0.01%
Toroso Investments, LLC20.23KJun 30, 26+9480.01%
TRUIST FINANCIAL CORP20.08KJun 30, 26--0.01%
SAX WEALTH ADVISORS, LLC20.08KJun 30, 26+20.08K0.01%
LexAurum Advisors, LLC19.91KJun 30, 26-5.04K0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.19.88KJun 30, 26-6.36K0.01%
Jefferies Financial Group Inc.19.63KJun 30, 26-6.47K0.01%
Cadence Wealth Management LLC19.39KJun 30, 26+6500.01%
ASL Financial, LLC19.36KJun 30, 26--0.01%
AXXCESS WEALTH MANAGEMENT, LLC19.20KJun 30, 26+19.20K0.01%
Capital Asset Advisory Services LLC19.20KJun 30, 26-4.46K0.01%
Atlas Private Wealth Advisors19.17KJun 30, 26+3200.01%
PATTON ALBERTSON MILLER GROUP, LLC19.15KJun 30, 26--0.01%
AE Wealth Management LLC18.78KJun 30, 26-7.16K0.01%
OxenFree Capital LLC18.71KJun 30, 26--0.01%
Western Wealth Management, LLC18.65KJun 30, 26--0.01%
GREAT VALLEY ADVISOR GROUP, INC.18.23KJun 30, 26-20.98K0.01%
TCFG Investment Advisors, LLC18.22KJun 30, 26+1.23K0.01%
NOMURA HOLDINGS INC18.11KJun 30, 26-6.89K0.01%
EVOLVE PRIVATE WEALTH, LLC18.08KJun 30, 26--0.01%
Global Retirement Partners, LLC18.06KJun 30, 26+18.06K0.01%
VESTIA PERSONAL WEALTH ADVISORS17.82KJun 30, 26+4930.01%
AMERIFLEX GROUP, INC.17.34KJun 30, 26+9.01K0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV17.22KJun 30, 26--0.01%
LIBERTY WEALTH MANAGEMENT LLC16.97KJun 30, 26--0.01%
Haverford Trust Co16.89KJun 30, 26--0.01%
FIDUCIARY FINANCIAL ADVISORS16.60KJun 30, 26--0.01%
Valley Financial Group, Inc.16.28KJun 30, 26--0.01%
Brookstone Capital Management16.21KJun 30, 26-3.94K0.01%
Fiduciary Alliance LLC16.17KJun 30, 26+5430.01%
Symmetry Partners, LLC16.00KJun 30, 26--0.01%
WealthPLAN Partners, LLC15.99KJun 30, 26-20.04K0.01%
Dean, Jacobson Financial Services, LLC15.92KJun 30, 26-21.59K0.01%
Venture Visionary Partners LLC15.77KJun 30, 26-3.00K0.01%
Rehmann Capital Advisory Group15.76KJun 30, 26+5350.01%
Lakeridge Wealth Management LLC15.64KJun 30, 26+2760.01%
Diversify Advisory Services, LLC15.56KJun 30, 26+15.56K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC15.56KJun 30, 26+15.56K0.01%
Avidian Wealth Solutions, LLC15.07KJun 30, 26--0.01%
Townsend & Associates, Inc15.00KJun 30, 26--0.01%
Apella Capital, LLC14.99KJun 30, 26--0.01%
CHANNEL WEALTH LLC14.62KJun 30, 26-7.45K0.01%
Freestate Advisors LLC14.14KJun 30, 26+4800.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13.90KJun 30, 26--0.01%
Cooper Financial Group13.85KJun 30, 26+3.30K0.01%
MIRAMONTES CAPITAL, LLC13.67KJun 30, 26--0.01%
Koshinski Asset Management, Inc.13.43KJun 30, 26--0.01%
BENJAMIN EDWARDS INC13.34KJun 30, 26-3.34K0.01%
Advisor OS, LLC13.00KJun 30, 26--0.01%
GRIMES & COMPANY, INC.12.92KJun 30, 26+4390.01%
ADAMSBROWN WEALTH CONSULTANTS LLC12.90KJun 30, 26+2240.01%
Jump Financial, LLC12.80KJun 30, 26-11.48K0.01%
Financial Partners Group, Inc12.46KJun 30, 26+3540.01%
Tyche Wealth Partners LLC12.10KJun 30, 26--0.01%
Wealthspire Advisors, LLC11.89KJun 30, 26+11.89K0.01%
Glen Eagle Advisors, LLC11.83KJun 30, 26+3750.01%
BIP Wealth, LLC11.80KJun 30, 26--0.01%
Modera Wealth Management, LLC11.70KJun 30, 26--0.01%
Gen-Wealth Partners Inc11.51KJun 30, 26-4.31K0.01%
Global Assets Advisory, LLC11.36KJun 30, 26-4.25K0.01%
BLB&B Advisors, LLC11.33KJun 30, 26-3.87K0.01%
CoreCap Advisors, LLC11.18KJun 30, 26+3800.01%
Simplicity Wealth,LLC11.02KJun 30, 26+11.02K0.01%
MONETA GROUP INVESTMENT ADVISORS LLC10.82KJun 30, 26--0.01%
Amicus Financial Advisors, LLC10.82KJun 30, 26--0.01%
Consolidated Planning Corp10.55KJun 30, 26--0.01%
Aptus Capital Advisors, LLC10.41KJun 30, 26-9300.01%
Second Line Capital, LLC10.41KJun 30, 26--0.01%
Madrid Wealth Management, LLC10.27KJun 30, 26--0.01%
Marshall Financial Group LLC10.22KJun 30, 26--0.01%
Evergreen Wealth Solutions, LLC10.20KJun 30, 26+10.20K0.01%
Coppell Advisory Solutions LLC10.09KJun 30, 26+10.09K0.00%
Visionary Wealth Advisors10.06KJun 30, 26-1.48K0.00%
AdvisorNet Financial, Inc9.68KJun 30, 26--0.00%
Rosenberg Matthew Hamilton8.86KJun 30, 26--0.00%
EverSource Wealth Advisors, LLC7.77KJun 30, 26--0.00%
Advocate Investing Services LLC6.81KJun 30, 26--0.00%
Continuum Advisory, LLC6.67KJun 30, 26+6.67K0.00%
US BANCORP \DE\6.13KJun 30, 26-8.02K0.00%
Napier Financial, LLC5.75KJun 30, 26--0.00%
Spire Wealth Management5.67KJun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC5.49KJun 30, 26+5.49K0.00%
MATHER GROUP, LLC.5.49KJun 30, 26--0.00%
Millstone Evans Group, LLC5.47KJun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC5.00KJun 30, 26+5.00K0.00%
Burnham & Co LLC5.00KJun 30, 26+5.00K0.00%
WPG Advisers, LLC4.28KJun 30, 26+1.67K0.00%
Clearstead Advisors, LLC3.99KJun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.3.80KJun 30, 26+3.80K0.00%
Parallel Advisors, LLC3.09KJun 30, 26+3.09K0.00%
PlanVest Financial, Inc1.89KJun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.75KJun 30, 26--0.00%
Darwin Wealth Management, LLC1.66KJun 30, 26--0.00%
ASSETMARK, INC1.07KJun 30, 26+1.07K0.00%
REAP Financial Group, LLC1.06KJun 30, 26--0.00%
Moisand Fitzgerald Tamayo, LLC1.06KJun 30, 26--0.00%
Russell Investments Group, Ltd.844Jun 30, 26--0.00%
FIFTH THIRD BANCORP255Jun 30, 26+2550.00%
WELLS FARGO & COMPANY/MN2Jun 30, 26-13.26K0.00%
Kozak & Associates, Inc.1Jun 30, 26-1.75K0.00%
Valeo Financial Advisors, LLC--Jun 30, 26-15.04K--
Concorde Asset Management, LLC--Jun 30, 26-156.67K--
CENTAURUS FINANCIAL, INC.--Jun 30, 26-10.59K--
GHP Investment Advisors, Inc.--Jun 30, 26-5.60K--
Cassaday & Co Wealth Management LLC--Jun 30, 26-5.47K--
Larson Financial Group LLC--Jun 30, 26-4.72K--
Andina Capital Management, LLC--Jun 30, 26-50.88K--
Brinker Capital Investments, LLC--Jun 30, 26-34.29K--
Root Financial Partners, LLC--Jun 30, 26-1.53K--
Compass Ion Advisors, LLC--Jun 30, 26-12.81K--
Johnson Financial Group, Inc.--Jun 30, 26-1.50K--
Independent Advisor Alliance--Jun 30, 26-13.23K--
CLEAR STREET MARKETS LLC--Jun 30, 26-47.00K--
Bleakley Financial Group, LLC--Jun 30, 26-39.76K--
Moors & Cabot, Inc.--Jun 30, 26-30.71K--
GERBER, LLC--Jun 30, 26-14.08K--
BridgePort Financial Solutions, LLC--Jun 30, 26-12.24K--
Perigon Wealth Management, LLC--Jun 30, 26-13.71K--
Osbon Capital Management LLC--Jun 30, 26-309--
Tower Research Capital LLC (TRC)--Jun 30, 26-5.86K--
Signature Resources Capital Management, LLC--Jun 30, 26-394--
Annex Advisory Services, LLC--Jun 30, 26-38.72K--
Arete Wealth Advisors, LLC--Jun 30, 26-56.75K--
PERRYMAN FINANCIAL ADVISORY INC /AD--Jun 30, 26-178.59K--
Sound Income Strategies, LLC--Jun 30, 26-1.58K--
Lido Advisors, LLC--Jun 30, 26-15.64K--
Van Hulzen Asset Management, LLC--Jun 30, 26-28.71K--
BRYN MAWR TRUST Co--Jun 30, 26-10.00K--
GREENLEAF TRUST--Jun 30, 26-16.81K--
TRB Wealth Management, LLC--Jun 30, 26-12.52K--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-19.61K--
Belpointe Asset Management LLC--Jun 30, 26-10.16K--
McGowan Group Asset Management, Inc.--Jun 30, 26-17.23K--
HRT FINANCIAL LP--Jun 30, 26-17.70K--
U.S. Capital Wealth Advisors, LLC388.40KMar 31, 26+388.40K0.19%
CWM, LLC114.19KMar 31, 26-166.79K0.06%
Catalina Capital Group, LLC42.91KMar 31, 26+1490.02%
Financial Gravity Asset Management, Inc.41.12KMar 31, 26+41.12K0.02%
Anfield Capital Management, LLC37.96KMar 31, 26--0.02%
Mill Creek Capital Advisors, LLC21.42KMar 31, 26--0.01%
TCFG WEALTH MANAGEMENT, LLC16.99KMar 31, 26+16.99K0.01%
Sunbelt Securities, Inc.3.50KMar 31, 26-6.50K0.00%
ORG Partners LLC34.84KDec 31, 25--0.02%
GPS Wealth Strategies Group, LLC16.10KDec 31, 25-5550.01%
Divergent Planning, LLC10.15KDec 31, 25-8840.01%
COMERICA BANK--Dec 31, 25-46--
Binnacle Investments Inc33.13KSep 30, 25--0.02%
FULLCIRCLE WEALTH LLC17.11KSep 30, 25--0.01%
OPTIMUM INVESTMENT ADVISORS2.20KSep 30, 25--0.00%
AVANTAX ADVISORY SERVICES, INC.1.68MJun 30, 25-244.58K0.83%
Good Life Advisors, LLC66.89KJun 30, 25-9840.03%
Summit X, LLC47.66KJun 30, 25+19.83K0.02%
Atria Wealth Solutions, Inc.--Jun 30, 25-38.31K--
Orion Portfolio Solutions, LLC530.84KMar 31, 25+62.81K0.26%
Marcum Wealth, LLC56.71KMar 31, 25+2.60K0.03%
CAROLINAS WEALTH CONSULTING LLC36.29KMar 31, 25-10.02%
Alpha Omega Group, Inc.12.31KMar 31, 25-10.03K0.01%
Lindbrook Capital, LLC--Mar 31, 25-100--
Bison Wealth, LLC35.66KDec 31, 24+6870.02%
Private Portfolio Partners LLC10.50KDec 31, 24+10.50K0.01%
WR Wealth Planners, LLC8.30KDec 31, 24-7.44K0.00%
Householder Group Estate & Retirement Specialist, LLC1.70KDec 31, 24-8.40K0.00%
RAYMOND JAMES & ASSOCIATES277.34KSep 30, 24-15.29K0.14%
Raymond James Financial Services Advisors, Inc.189.35KSep 30, 24-4.44K0.09%
CIC Wealth, LLC173.40KSep 30, 24+29.22K0.09%
Annapolis Financial Services, LLC6.70KSep 30, 24--0.00%
Sea Otter Advisors LLC--Sep 30, 24-60.00K--
Levy Wealth Management Group, LLC92.04KJun 30, 24+2.69K0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.3.20KJun 30, 24--0.00%
JANICZEK WEALTH MANAGEMENT, LLC889Jun 30, 24--0.00%
HERITAGE WEALTH MANAGEMENT, LLC--Jun 30, 24-36.76K--
Cetera Advisor Networks LLC1.71MMar 31, 24+3.97K0.84%
Cetera Advisors LLC1.29MMar 31, 24+28.56K0.64%
InterOcean Capital Group, LLC35.50KMar 31, 24-14.85K0.02%
Highlander Capital Management, LLC21.66KMar 31, 24--0.01%
Coppell Advisory Solutions Corp.10.92KMar 31, 24+10.92K0.01%
Simplicity Solutions, LLC58.02KDec 31, 23-3.38K0.03%
FOCUS FINANCIAL NETWORK INC /ADV13.37KDec 31, 23+13.37K0.01%
DFPG INVESTMENTS, LLC--Dec 31, 23-48.26K--
COLONY GROUP LLC36.32KSep 30, 23+36.32K0.02%
V Wealth Advisors LLC--Sep 30, 23-22.00K--
PRW Wealth Management LLC--Sep 30, 23-160.79K--
Kalos Management, Inc.44.41KJun 30, 23+20.04K0.02%
Wealth Enhancement & Preservation of GA, LLC27.77KJun 30, 23+13.19K0.01%
Kistler-Tiffany Companies, LLC7.68KJun 30, 23--0.00%
Catalyst Wealth Management, LLC16.04KMar 31, 23+1.26K0.01%
Barber Financial Group, Inc.15.92KMar 31, 23+15.92K0.01%
TRUSTCORE FINANCIAL SERVICES, LLC1.37KDec 31, 22+1.37K0.00%

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.