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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 348 Institutional Holders
HolderSharesDateChange% Held
Global Wealth Strategies & Associates13.11KSep 30, 26-7650.04%
CX Institutional550Sep 30, 26+50.00%
BURKETT FINANCIAL SERVICES, LLC430Sep 30, 26+10.00%
MORGAN STANLEY5.92MJun 30, 26+610.41K18.47%
ROYAL BANK OF CANADA2.67MJun 30, 26+68.52K8.35%
AMERIPRISE FINANCIAL INC2.43MJun 30, 26+177.39K7.57%
LPL Financial LLC2.37MJun 30, 26-61.42K7.39%
FIRST TRUST ADVISORS LP831.84KJun 30, 26+608.63K2.60%
RAYMOND JAMES FINANCIAL INC622.28KJun 30, 26+24.82K1.94%
ASSETMARK, INC585.76KJun 30, 26+30.54K1.83%
Cetera Investment Advisers564.54KJun 30, 26-19.39K1.76%
Merit Financial Group, LLC528.34KJun 30, 26+108.88K1.65%
ENVESTNET ASSET MANAGEMENT INC472.70KJun 30, 26-139.29K1.47%
CENTRAL TRUST Co464.61KJun 30, 26-3.46K1.45%
TRUIST FINANCIAL CORP439.13KJun 30, 26+8.59K1.37%
Cambridge Investment Research Advisors, Inc.375.04KJun 30, 26+21.72K1.17%
VestGen Advisors, LLC340.74KJun 30, 26+22.31K1.06%
STIFEL FINANCIAL CORP307.52KJun 30, 26+6.81K0.96%
Cornerstone Planning Group LLC244.17KJun 30, 26+8.55K0.76%
Hobart Private Capital, LLC217.93KJun 30, 26+14.10K0.68%
EdgeRock Capital LLC210.94KJun 30, 26+9.45K0.66%
Private Advisor Group, LLC189.22KJun 30, 26+68.21K0.59%
Proactive Wealth Strategies LLC181.59KJun 30, 26-4580.57%
COMMONWEALTH EQUITY SERVICES, LLC179.30KJun 30, 26+34.57K0.56%
HighTower Advisors, LLC174.03KJun 30, 26-17.05K0.54%
Equitable Holdings, Inc.169.14KJun 30, 26+3.10K0.53%
Ethos Financial Group, LLC166.11KJun 30, 26-23.03K0.52%
ADVISOR GROUP HOLDINGS, INC.156.04KJun 30, 26+20.26K0.49%
Cardinal Point Capital Management, ULC153.71KJun 30, 26+6.31K0.48%
Coppell Advisory Solutions LLC144.42KJun 30, 26+144.42K0.45%
Centric Wealth Management132.53KJun 30, 26--0.41%
Advisory Services Network, LLC131.50KJun 30, 26-3.27K0.41%
IHT Wealth Management, LLC126.05KJun 30, 26-7440.39%
Financial Enhancement Group LLC112.47KJun 30, 26-1.75K0.35%
WealthPlan Investment Management, LLC108.10KJun 30, 26-24.91K0.34%
KINGSWOOD WEALTH ADVISORS, LLC105.27KJun 30, 26+4.23K0.33%
FIFTH THIRD BANCORP101.40KJun 30, 26-2.29K0.32%
RFG Advisory, LLC101.27KJun 30, 26+24.86K0.32%
IMG Wealth Management, Inc.101.03KJun 30, 26+4.13K0.32%
Steward Partners Investment Advisory, LLC94.66KJun 30, 26+26.19K0.30%
Live Oak Investment Partners94.51KJun 30, 26+2.95K0.29%
FOCUS Wealth Advisors, LLC91.19KJun 30, 26+2.38K0.28%
Stratos Wealth Advisors, LLC90.70KJun 30, 26+66.66K0.28%
Philip James Wealth Mangement, LLC88.99KJun 30, 26-3.46K0.28%
MML INVESTORS SERVICES, LLC84.64KJun 30, 26+7.45K0.26%
LCNB CORP83.93KJun 30, 26-6.48K0.26%
Brio Consultants, LLC82.22KJun 30, 26+1.36K0.26%
WEDBUSH SECURITIES INC79.50KJun 30, 26-3040.25%
Brookwood Investment Group LLC78.14KJun 30, 26+64.13K0.24%
SEEDS INVESTOR LLC70.89KJun 30, 26+14.10K0.22%
Kovack Advisors, Inc.66.64KJun 30, 26-10.29K0.21%
Koshinski Asset Management, Inc.66.46KJun 30, 26-1.19K0.21%
Prostatis Group LLC64.35KJun 30, 26+3.30K0.20%
Golden State Wealth Management, LLC63.31KJun 30, 26-6370.20%
CAPTRUST FINANCIAL ADVISORS62.50KJun 30, 26-3130.20%
Brinker Capital Investments, LLC61.90KJun 30, 26-17.73K0.19%
HARBOUR INVESTMENTS, INC.60.81KJun 30, 26+10.98K0.19%
Ausdal Financial Partners, Inc.59.97KJun 30, 26-1.48K0.19%
Cerity Partners LLC57.07KJun 30, 26-47.03K0.18%
Kingsview Wealth Management, LLC56.43KJun 30, 26-33.48K0.18%
Guilbault Capital LLC56.00KJun 30, 26-4.79K0.17%
Simplicity Wealth,LLC55.35KJun 30, 26+12.65K0.17%
CreativeOne Wealth, LLC55.24KJun 30, 26-2.28K0.17%
INDEPENDENT FINANCIAL GROUP, LLC53.02KJun 30, 26+31.62K0.17%
LFA - Lugano Financial Advisors SA51.81KJun 30, 26-2670.16%
Stegent Equity Advisors, Inc.51.30KJun 30, 26+1220.16%
Center For Asset Management LLC50.34KJun 30, 26+1.11K0.16%
Stratos Wealth Partners, LTD.49.73KJun 30, 26-19.83K0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC49.25KJun 30, 26-3.39K0.15%
SRS Capital Advisors, Inc.46.83KJun 30, 26+28.60K0.15%
MSH Capital Advisors LLC46.38KJun 30, 26+6.84K0.14%
Global Retirement Partners, LLC46.29KJun 30, 26+46.29K0.14%
WealthPLAN Partners, LLC46.00KJun 30, 26-24.20K0.14%
Dynamic Advisor Solutions LLC45.76KJun 30, 26+6.72K0.14%
Advisor OS, LLC45.40KJun 30, 26+5.98K0.14%
Sanctuary Advisors, LLC45.13KJun 30, 26+15.19K0.14%
BANK OF MONTREAL /CAN/44.07KJun 30, 26+1.95K0.14%
Integrated Wealth Concepts LLC43.60KJun 30, 26+1450.14%
Forum Finance Group S.A.43.54KJun 30, 26+33.17K0.14%
Asset Allocation Strategies LLC42.77KJun 30, 26-5.06K0.13%
BENJAMIN EDWARDS INC42.22KJun 30, 26-40.11K0.13%
Diversify Advisory Services, LLC40.93KJun 30, 26+40.93K0.13%
DIVERSIFY WEALTH MANAGEMENT, LLC40.93KJun 30, 26+40.93K0.13%
Kestra Advisory Services, LLC40.75KJun 30, 26-2.36K0.13%
OPPENHEIMER & CO INC39.87KJun 30, 26+2.06K0.12%
Frederick Financial Consultants, LLC38.72KJun 30, 26+3.12K0.12%
Keating Financial Advisory Services, Inc.37.59KJun 30, 26+7920.12%
Sigma Planning Corp37.21KJun 30, 26-1.20K0.12%
Rockefeller Capital Management L.P.37.13KJun 30, 26+1.92K0.12%
Fairway Wealth LLC33.74KJun 30, 26+4160.11%
OLD NATIONAL BANCORP /IN/32.68KJun 30, 26+1.25K0.10%
Mutual Advisors, LLC32.67KJun 30, 26-2.58K0.10%
Summit Financial, LLC32.44KJun 30, 26+1.65K0.10%
PNC FINANCIAL SERVICES GROUP, INC.32.05KJun 30, 26+12.93K0.10%
Baird Financial Group, Inc.31.14KJun 30, 26-14.55K0.10%
Sowell Financial Services LLC30.57KJun 30, 26-2.58K0.10%
Janney Montgomery Scott LLC30.28KJun 30, 26-13.46K0.09%
Ashton Thomas Private Wealth, LLC29.34KJun 30, 26-3340.09%
SMART Wealth LLC29.12KJun 30, 26-5.64K0.09%
VIAWEALTH, LLC28.74KJun 30, 26-24.39K0.09%
Montis Financial, LLC28.50KJun 30, 26+1100.09%
Signal Advisors Wealth, LLC26.94KJun 30, 26+5.10K0.08%
LAUREL OAK WEALTH MANAGEMENT, LLC26.68KJun 30, 26+13.08K0.08%
AE Wealth Management LLC26.09KJun 30, 26-2.28K0.08%
LaSalle St. Investment Advisors, LLC25.15KJun 30, 26-3890.08%
Legacy Capital Wealth Partners, LLC24.82KJun 30, 26+4030.08%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC24.58KJun 30, 26-2.09K0.08%
Cornerstone Wealth Management, LLC24.00KJun 30, 26+2.12K0.07%
ARQ WEALTH ADVISORS, LLC23.10KJun 30, 26+23.10K0.07%
ARWA LLC21.06KJun 30, 26+4.40K0.07%
Pensionmark Financial Group, LLC20.54KJun 30, 26-1.33K0.06%
Cooper Financial Group19.43KJun 30, 26-1460.06%
Parcion Private Wealth LLC19.24KJun 30, 26+3650.06%
Moors & Cabot, Inc.19.05KJun 30, 26+5.93K0.06%
AXXCESS WEALTH MANAGEMENT, LLC18.47KJun 30, 26+18.47K0.06%
Darwin Wealth Management, LLC18.47KJun 30, 26+1920.06%
Colony Group, LLC18.35KJun 30, 26+1.31K0.06%
Gateway Wealth Partners, LLC18.28KJun 30, 26-39.78K0.06%
Entelevest, LLC17.70KJun 30, 26+1.61K0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17.64KJun 30, 26+320.06%
Fiscal Wisdom Wealth Management, LLC17.24KJun 30, 26+2.16K0.05%
Maia Wealth LLC17.14KJun 30, 26-9550.05%
Meadow Creek Wealth Advisors LLC16.64KJun 30, 26+5380.05%
WELLS FARGO & COMPANY/MN16.29KJun 30, 26+5.24K0.05%
Patten Group, Inc.16.05KJun 30, 26-2.14K0.05%
IFP Advisors, Inc15.73KJun 30, 26-6.72K0.05%
SILVER OAK SECURITIES, INCORPORATED15.68KJun 30, 26+2.59K0.05%
StoneX Group Inc.14.21KJun 30, 26+3.94K0.04%
Farther Finance Advisors, LLC14.18KJun 30, 26+6.20K0.04%
CITIZENS FINANCIAL GROUP INC/RI13.98KJun 30, 26-4.27K0.04%
City Center Advisors, LLC13.80KJun 30, 26-230.04%
Cyndeo Wealth Partners, LLC13.76KJun 30, 26+4560.04%
RiverTree Advisors, LLC13.73KJun 30, 26-1040.04%
Twelve Points Wealth Management LLC13.06KJun 30, 26+1.59K0.04%
GREENWOOD CAPITAL ASSOCIATES LLC12.93KJun 30, 26+5.69K0.04%
TCG Advisory Services, LLC12.68KJun 30, 26--0.04%
Ameritas Advisory Services, LLC12.52KJun 30, 26+6.69K0.04%
Balboa Wealth Partners12.43KJun 30, 26+1.18K0.04%
ROTHSCHILD INVESTMENT LLC12.28KJun 30, 26--0.04%
Stillwater Private Wealth, LLC12.10KJun 30, 26-13.99K0.04%
Modern Wealth Management, LLC11.96KJun 30, 26+1240.04%
Atomi Financial Group, Inc.11.70KJun 30, 26-1.85K0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC11.58KJun 30, 26+4830.04%
NBC SECURITIES, INC.11.47KJun 30, 26+5580.04%
Harvest Investment Services, LLC10.86KJun 30, 26+210.03%
CRUX WEALTH ADVISORS10.82KJun 30, 26+1650.03%
GeoWealth Management, LLC10.19KJun 30, 26-2.94K0.03%
Concurrent Investment Advisors, LLC10.01KJun 30, 26+2690.03%
Gladstone Institutional Advisory LLC9.78KJun 30, 26--0.03%
Geneos Wealth Management Inc.9.33KJun 30, 26+10.03%
Reyes Financial Architecture, Inc.8.58KJun 30, 26+7.31K0.03%
NewEdge Wealth, LLC8.37KJun 30, 26+2510.03%
Prospera Financial Services Inc8.36KJun 30, 26-4.48K0.03%
Resources Investment Advisors, LLC.8.32KJun 30, 26+180.03%
Hyundai Investments Co., Ltd.8.27KJun 30, 26-3790.03%
AVAII WEALTH MANAGEMENT, LLC8.11KJun 30, 26+1.76K0.03%
FIFTH THIRD SECURITIES, INC.8.10KJun 30, 26+2900.03%
Snowden Capital Advisors LLC7.86KJun 30, 26-360.02%
NewEdge Advisors, LLC7.70KJun 30, 26-2.04K0.02%
IAMS WEALTH MANAGEMENT, LLC7.55KJun 30, 26+7690.02%
Vise Technologies, Inc.7.46KJun 30, 26+70.02%
Provident Wealth Management, LLC7.32KJun 30, 26-2960.02%
PFG Advisors7.30KJun 30, 26+4560.02%
HBW Advisory Services LLC6.88KJun 30, 26+410.02%
Savant Capital, LLC6.86KJun 30, 26+40.02%
FLAGSHIP HARBOR ADVISORS, LLC6.49KJun 30, 26+3080.02%
Apollon Wealth Management, LLC6.42KJun 30, 26+590.02%
Western Wealth Management, LLC6.28KJun 30, 26+10.02%
FIRST CITIZENS BANK & TRUST CO5.99KJun 30, 26+1.97K0.02%
IFG Advisory, LLC5.84KJun 30, 26+5.84K0.02%
JPMORGAN CHASE & CO5.41KJun 30, 26-80.02%
Tempo Wealth, LLC5.37KJun 30, 26+150.02%
Envestnet Portfolio Solutions, Inc.5.35KJun 30, 26-4.17K0.02%
XCELSIOR ADVISOR PARTNERS LLC5.21KJun 30, 26+5.21K0.02%
Financial Designs Corp5.06KJun 30, 26+9510.02%
Richmond Investment Services, LLC4.94KJun 30, 26-58.59K0.02%
Morey & Quinn Wealth Partners, LLC4.77KJun 30, 26--0.01%
Hilltop Holdings Inc.4.70KJun 30, 26--0.01%
CENTAURUS FINANCIAL, INC.4.70KJun 30, 26--0.01%
NOVEM GROUP4.68KJun 30, 26+290.01%
AMARA FINANCIAL, LLC.4.57KJun 30, 26--0.01%
Wealthcare Advisory Partners LLC4.42KJun 30, 26-360.01%
Per Stirling Capital Management, LLC.4.40KJun 30, 26+4.40K0.01%
Atria Investments, Inc4.40KJun 30, 26-7.20K0.01%
CAPITAL PERFORMANCE ADVISORS LLP4.36KJun 30, 26-6000.01%
NCM Capital Management, LLC4.33KJun 30, 26+4.33K0.01%
FSB PREMIER WEALTH MANAGEMENT, INC.4.31KJun 30, 26-180.01%
Belpointe Asset Management LLC4.28KJun 30, 26-8.05K0.01%
Capital Analysts, LLC4.25KJun 30, 26-1790.01%
TD Waterhouse Canada Inc.4.18KJun 30, 26--0.01%
RFP Financial Group LLC4.18KJun 30, 26+4.18K0.01%
Pinnacle Family Advisors, LLC4.08KJun 30, 26+360.01%
L.K. Benson & Company, P.C.3.79KJun 30, 26--0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3.79KJun 30, 26-10.24K0.01%
First Heartland Consultants, Inc.3.68KJun 30, 26-2.76K0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3.66KJun 30, 26+4570.01%
HRT FINANCIAL LP3.65KJun 30, 26+3.65K0.01%
PATTEN & PATTEN INC/TN3.63KJun 30, 26--0.01%
White Knight Strategic Wealth Advisors, LLC3.59KJun 30, 26+3.59K0.01%
MONEY CONCEPTS CAPITAL CORP3.52KJun 30, 26--0.01%
Dunhill Financial, LLC3.50KJun 30, 26--0.01%
J.W. COLE ADVISORS, INC.3.40KJun 30, 26+3.40K0.01%
Wood Tarver Financial Group, LLC3.38KJun 30, 26+60.01%
WELLINGTON-ALTUS USA INC.3.20KJun 30, 26-16.64K0.01%
Apollon Financial, LLC3.17KJun 30, 26+3.17K0.01%
Norris Financial Group, LLC3.08KJun 30, 26--0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT3.06KJun 30, 26--0.01%
Sage Mountain Advisors LLC3.04KJun 30, 26--0.01%
WILEY BROS.-AINTREE CAPITAL, LLC3.02KJun 30, 26+3.02K0.01%
Triad Wealth Partners, LLC2.92KJun 30, 26-740.01%
MARIPAU WEALTH MANAGEMENT LLC2.90KJun 30, 26-250.01%
Capital Investment Advisory Services, LLC2.89KJun 30, 26--0.01%
Runnymede Capital Advisors, Inc.2.86KJun 30, 26--0.01%
J.Safra Asset Management Corp2.84KJun 30, 26+1790.01%
Capital Management Associates, Inc2.84KJun 30, 26+2.84K0.01%
BlueChip Wealth Advisors LLC2.82KJun 30, 26+2.82K0.01%
Graney & King, LLC2.82KJun 30, 26+10.01%
Able Wealth Management LLC2.78KJun 30, 26-4970.01%
TITLEIST ASSET MANAGEMENT, LLC2.74KJun 30, 26+2.74K0.01%
CULLEN/FROST BANKERS, INC.2.53KJun 30, 26-3550.01%
BlackRock, Inc.2.26KJun 30, 26+5510.01%
PRIVATE TRUST CO NA2.18KJun 30, 26+3850.01%
Institute for Wealth Management, LLC.2.00KJun 30, 26+2.00K0.01%
UBS Group AG2.00KJun 30, 26--0.01%
Rossby Financial, LCC1.90KJun 30, 26+2090.01%
NATIONAL BANK OF CANADA /FI/1.81KJun 30, 26+1810.01%
COMPASS FINANCIAL MANAGEMENT LLC1.52KJun 30, 26+1.52K0.00%
CoreCap Advisors, LLC1.46KJun 30, 26+1850.00%
Golden State Equity Partners1.45KJun 30, 26-20.68K0.00%
Smartleaf Asset Management LLC1.44KJun 30, 26--0.00%
Oakworth Capital, Inc.1.40KJun 30, 26--0.00%
GAMMA Investing LLC1.35KJun 30, 26--0.00%
BRYN MAWR TRUST Co1.18KJun 30, 26--0.00%
Synergy Investment Management, LLC1.15KJun 30, 26--0.00%
Cassaday & Co Wealth Management LLC1.06KJun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC971Jun 30, 26--0.00%
US BANCORP \DE\946Jun 30, 26--0.00%
Larson Financial Group LLC734Jun 30, 26+20.00%
Allworth Financial LP663Jun 30, 26--0.00%
TUCKER ASSET MANAGEMENT LLC657Jun 30, 26-1.14K0.00%
Tidemark, LLC409Jun 30, 26--0.00%
Comprehensive Financial Planning, Inc./PA400Jun 30, 26+260.00%
Park Place Capital Corp357Jun 30, 26--0.00%
Ronald Blue Trust, Inc.266Jun 30, 26+2660.00%
Philadelphia Investment Partners, LLC203Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC171Jun 30, 26--0.00%
Spire Wealth Management163Jun 30, 26+230.00%
SHP Wealth Management160Jun 30, 26--0.00%
FMR LLC150Jun 30, 26+1500.00%
Newbridge Financial Services Group, Inc.144Jun 30, 26--0.00%
GILPIN WEALTH MANAGEMENT, LLC136Jun 30, 26--0.00%
SBI Securities Co., Ltd.134Jun 30, 26+510.00%
EVOLUTION WEALTH MANAGEMENT INC.131Jun 30, 26+1310.00%
Joseph Group Capital Management126Jun 30, 26-30.00%
EverSource Wealth Advisors, LLC117Jun 30, 26--0.00%
Decker Retirement Planning Inc.109Jun 30, 26+1090.00%
Parallel Advisors, LLC100Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP65Jun 30, 26+650.00%
Abound Wealth Management49Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.46Jun 30, 26--0.00%
HUNTINGTON NATIONAL BANK44Jun 30, 26-6120.00%
ALERUS FINANCIAL NA43Jun 30, 26--0.00%
SJS Investment Consulting Inc.30Jun 30, 26+300.00%
Wagner Wealth Management, LLC21Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20Jun 30, 26+200.00%
MERCER GLOBAL ADVISORS INC /ADV18Jun 30, 26+180.00%
Financial Gravity Companies, Inc.13Jun 30, 26+130.00%
Strive Financial Group ,LLC6Jun 30, 26+60.00%
Lloyd Advisory Services, LLC.4Jun 30, 26-140.00%
Rathbones Group PLC--Jun 30, 26-3.14K--
IFS Group,LLC--Jun 30, 26-2.96K--
Bank of New York Mellon Corp--Jun 30, 26-24.07K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-3.86K--
Security National Bank--Jun 30, 26-297--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-74--
PITTENGER & ANDERSON INC--Jun 30, 26-13--
PARK AVENUE SECURITIES LLC--Jun 30, 26-10.38K--
BESSEMER GROUP INC--Jun 30, 26-2.57K--
Pacific Excel Wealth Advisors, Inc.--Jun 30, 26-3.22K--
United Advisor Group, LLC--Jun 30, 26-3.65K--
Concorde Asset Management, LLC--Jun 30, 26-18.17K--
KMG FIDUCIARY PARTNERS, LLC--Jun 30, 26-29.25K--
CHILTON INVESTMENT CO INC.--Jun 30, 26-5.20K--
NTV ASSET MANAGEMENT LLC--Jun 30, 26-2.96K--
Kingdom Financial Group LLC.--Jun 30, 26-18--
Independent Advisor Alliance--Jun 30, 26-30.45K--
Signature Equity Partners, LLC--Jun 30, 26-170--
Mariner, LLC--Jun 30, 26-53.96K--
CWM, LLC155.14KMar 31, 26-9.76K0.48%
U.S. Capital Wealth Advisors, LLC24.05KMar 31, 26--0.08%
Financial Gravity Asset Management, Inc.424Mar 31, 26--0.00%
COMERICA BANK96.34KDec 31, 25-6.94K0.30%
CIBC Private Wealth Group, LLC2.38KDec 31, 25-1.51K0.01%
GPS Wealth Strategies Group, LLC--Dec 31, 25-399--
Moloney Securities Asset Management, LLC8.85KSep 30, 25-2.39K0.03%
Financial Advocates Investment Management--Sep 30, 25-7.48K--
AVANTAX ADVISORY SERVICES, INC.68.89KJun 30, 25-4.21K0.21%
ACAS, LLC50.05KJun 30, 25-7470.16%
Atria Wealth Solutions, Inc.12.32KJun 30, 25-27.73K0.04%
Orion Portfolio Solutions, LLC98.31KMar 31, 25-4.57K0.31%
CAROLINAS WEALTH CONSULTING LLC10.47KMar 31, 25+240.03%
Grant/GrossMendelsohn, LLC4.94KMar 31, 25-2.03K0.02%
TAP Consulting, LLC35.39KDec 31, 24+1.76K0.11%
Householder Group Estate & Retirement Specialist, LLC4.59KDec 31, 24+1030.01%
WINTRUST INVESTMENTS LLC1.73KDec 31, 24+4530.01%
SignalPoint Asset Management, LLC--Dec 31, 24-3.52K--
Sweet Financial Partners, LLC177.34KSep 30, 24-2.97K0.55%
Raymond James Financial Services Advisors, Inc.173.10KSep 30, 24+33.78K0.54%
RAYMOND JAMES & ASSOCIATES23.07KSep 30, 24-7890.07%
RAYMOND JAMES TRUST N.A.20.46KSep 30, 24+4770.06%
CEDRUS LLC13.18KSep 30, 24-1.10K0.04%
SpiderRock Advisors, LLC4.05KSep 30, 24-8.01K0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.22.00KJun 30, 24+1.13K0.07%
ICA Group Wealth Management, LLC3.58KJun 30, 24+210.01%
Eudaimonia Partners, LLC46.07KMar 31, 24+2.21K0.14%
Cetera Advisor Networks LLC43.35KMar 31, 24+14.83K0.14%
EUDAIMONIA ADVISORS LLC42.80KMar 31, 24+4.23K0.13%
Cetera Advisors LLC27.94KMar 31, 24+10.66K0.09%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC3.38KMar 31, 24+3.38K0.01%
Bridgeworth, LLC9.33KDec 31, 23+2430.03%
COLONY GROUP LLC29.82KSep 30, 23-3.59K0.09%
First Capital Advisors Group, LLC.7.72KJun 30, 23+840.02%
Quantitative Advantage, LLC103.92KMar 31, 23-6600.32%
Cardinal Point Wealth Management Partners, LLC83.44KMar 31, 23+2.98K0.26%
Laurel Wealth Advisors, Inc.9.28KDec 31, 22+2010.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC29.60KSep 30, 22+3.83K0.09%
American Portfolios Advisors2.64KSep 30, 22+2.64K0.01%
B. Riley Wealth Management, Inc.15.19KJun 30, 22+5.76K0.05%
NEXT Financial Group, Inc15.92KDec 31, 21+1.17K0.05%
FIRST MIDWEST BANK TRUST DIVISION12.29KDec 31, 21-990.04%
Cardinal Point Wealth Management LLC12.50KSep 30, 21-5.90K0.04%
Nachman Norwood & Parrott, Inc75.50KJun 30, 21-1.99K0.24%
First Allied Advisory Services, Inc.7.81KSep 30, 20-2.61K0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.113.52KDec 31, 19+20.70K0.35%
Advisor Group, Inc.12.54KDec 31, 19+1.16K0.04%
BB&T SECURITIES, LLC194.61KSep 30, 19+194.61K0.61%
RELIANCE TRUST CO OF DELAWARE6.64KMar 31, 19+6.64K0.02%
Vestpro Financial Partners, Inc. dba CPF Texas519Sep 30, 18+5190.00%
IFC Holdings Incorporated/FL67.86KDec 31, 17-29.07K0.21%
Yellowstone Partners, LLC21.72KDec 31, 17-4220.07%
BB&T INVESTMENT SERVICES, INC.1.01KDec 31, 17-380.00%
Concert Wealth Management Inc.12.90KSep 30, 17-1.23K0.04%
Commonwealth Equity Services, Inc10.95KJun 30, 17-2.81K0.03%
Virtu KCG Holdings LLC10.73KJun 30, 17-3980.03%
WFG Advisors, LP1.20KJun 30, 17--0.00%
MSI Financial Services Inc37.91KDec 31, 16+2.63K0.12%
RETIREMENT DESIGN & MANAGEMENT INC /ADV187.03KJun 30, 16+1.30K0.58%
Carnick & Kubik, LLC1.07KMar 31, 16+1.07K0.00%

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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.