Fidelity Value Factor ETF(FVAL)

$83.03—Stale · unknown old

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Fidelity Value Factor ETF(FVAL)

NYSE • Last print unknown ago

$83.03—Stale · unknown old

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FVAL(FVAL)

FVAL

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 275 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	1.77M	Jun 30, 26	+72.48K	11.36%
FMR LLC	1.64M	Jun 30, 26	-46.09K	10.50%
High Probability Advisors, LLC	443.67K	Jun 30, 26	+18.95K	2.84%
Dynamic Advisor Solutions LLC	331.73K	Jun 30, 26	+36.43K	2.13%
Cetera Investment Advisers	330.81K	Jun 30, 26	+49.27K	2.12%
LPL Financial LLC	307.04K	Jun 30, 26	+16.75K	1.97%
ROYAL BANK OF CANADA	306.08K	Jun 30, 26	+4.71K	1.96%
MAI Capital Management	294.57K	Jun 30, 26	+7.99K	1.89%
COMMONWEALTH EQUITY SERVICES, LLC	290.29K	Jun 30, 26	+76.44K	1.86%
ADVISOR GROUP HOLDINGS, INC.	254.51K	Jun 30, 26	+6.60K	1.63%
JPMORGAN CHASE & CO	222.61K	Jun 30, 26	+16.07K	1.43%
Merit Financial Group, LLC	211.22K	Jun 30, 26	-15.47K	1.35%
BEACON ADVISORS HOLDINGS, LLC	183.21K	Jun 30, 26	-10.48K	1.17%
BANK OF AMERICA CORP /DE/	179.34K	Jun 30, 26	+6.05K	1.15%
Kestra Advisory Services, LLC	145.22K	Jun 30, 26	-1.84K	0.93%
JONES FINANCIAL COMPANIES LLLP	136.51K	Jun 30, 26	+25.73K	0.88%
MORGAN STANLEY	131.31K	Jun 30, 26	-302	0.84%
Avidian Wealth Solutions, LLC	129.44K	Jun 30, 26	+2.65K	0.83%
KESTRA PRIVATE WEALTH SERVICES, LLC	128.09K	Jun 30, 26	+10.98K	0.82%
Custos Family Office, LLC	123.10K	Jun 30, 26	+488	0.79%
CONDOR CAPITAL MANAGEMENT	118.96K	Jun 30, 26	+2.25K	0.76%
SAX WEALTH ADVISORS, LLC	110.58K	Jun 30, 26	-3.22K	0.71%
Creative Planning	106.91K	Jun 30, 26	+276	0.69%
Goodwin Investment Advisory	89.75K	Jun 30, 26	+10.16K	0.58%
THRIVENT FINANCIAL FOR LUTHERANS	76.96K	Jun 30, 26	+1.15K	0.49%
Cedar Point Capital Partners, LLC	65.14K	Jun 30, 26	+1.92K	0.42%
RAYMOND JAMES FINANCIAL INC	61.23K	Jun 30, 26	+7.33K	0.39%
Certified Advisory Corp	50.09K	Jun 30, 26	+37.83K	0.32%
Cambridge Investment Research Advisors, Inc.	50.03K	Jun 30, 26	+1.02K	0.32%
Empowered Funds, LLC	47.38K	Jun 30, 26	-417	0.30%
Cambria Investment Management, L.P.	47.38K	Jun 30, 26	-417	0.30%
PRIMORIS WEALTH ADVISORS, LLC	46.80K	Jun 30, 26	+1.18K	0.30%
ALTFEST L J & CO INC	44.16K	Jun 30, 26	-915	0.28%
Steel Peak Wealth Management LLC	42.25K	Jun 30, 26	+42.25K	0.27%
Bouvel Investment Partners, LLC	39.35K	Jun 30, 26	-1.80K	0.25%
Farther Finance Advisors, LLC	39.28K	Jun 30, 26	+383	0.25%
Rockefeller Capital Management L.P.	38.17K	Jun 30, 26	-3.50K	0.24%
Prism Advisors, Inc.	33.19K	Jun 30, 26	-7	0.21%
PFG Advisors	29.26K	Jun 30, 26	-10.12K	0.19%
AXXCESS WEALTH MANAGEMENT, LLC	27.15K	Jun 30, 26	+27.15K	0.17%
Darwin Wealth Management, LLC	27.15K	Jun 30, 26	+1.29K	0.17%
Strategic Blueprint, LLC	26.66K	Jun 30, 26	+1.66K	0.17%
B. Riley Wealth Advisors, Inc.	24.94K	Jun 30, 26	+3.87K	0.16%
Forbes Financial Planning, Inc.	24.63K	Jun 30, 26	-119	0.16%
MML INVESTORS SERVICES, LLC	24.60K	Jun 30, 26	+5.12K	0.16%
Envestnet Portfolio Solutions, Inc.	22.89K	Jun 30, 26	+607	0.15%
Brinker Capital Investments, LLC	22.08K	Jun 30, 26	+128	0.14%
AE Wealth Management LLC	20.34K	Jun 30, 26	+2.46K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.24K	Jun 30, 26	+9.73K	0.13%
J.W. COLE ADVISORS, INC.	19.20K	Jun 30, 26	+19.20K	0.12%
Spectrum Investment Advisors, Inc.	18.86K	Jun 30, 26	+2.69K	0.12%
GOLDMAN SACHS GROUP INC	18.71K	Jun 30, 26	-12.89K	0.12%
GTS SECURITIES LLC	18.19K	Jun 30, 26	+18.19K	0.12%
Traub Capital Management LLC	17.61K	Jun 30, 26	-743	0.11%
LVZ, Inc.	17.43K	Jun 30, 26	+17.43K	0.11%
BlackRock, Inc.	17.15K	Jun 30, 26	--	0.11%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.06K	Jun 30, 26	-167	0.11%
Sigma Planning Corp	16.31K	Jun 30, 26	-248	0.10%
AQR CAPITAL MANAGEMENT LLC	15.02K	Jun 30, 26	+2.64K	0.10%
Valmark Advisers, Inc.	14.81K	Jun 30, 26	-1.57K	0.09%
Montis Financial, LLC	12.47K	Jun 30, 26	-127	0.08%
Ethos Capital Management, Inc.	11.98K	Jun 30, 26	-5.03K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.37K	Jun 30, 26	+592	0.07%
CULLEN/FROST BANKERS, INC.	10.65K	Jun 30, 26	+1.09K	0.07%
FLAGSHIP WEALTH ADVISORS, LLC	10.12K	Jun 30, 26	+10.12K	0.06%
Allworth Financial LP	9.93K	Jun 30, 26	+141	0.06%
Ballast Financial Advisors LLC	9.72K	Jun 30, 26	+412	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	9.52K	Jun 30, 26	+9.49K	0.06%
Samalin Investment Counsel, LLC	9.25K	Jun 30, 26	+6	0.06%
GWN SECURITIES INC.	8.80K	Jun 30, 26	+85	0.06%
ASSETMARK, INC	8.61K	Jun 30, 26	+1.35K	0.06%
Cerity Partners LLC	8.41K	Jun 30, 26	+369	0.05%
Diversify Advisory Services, LLC	8.28K	Jun 30, 26	+8.28K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.28K	Jun 30, 26	-3.68K	0.05%
Kovack Advisors, Inc.	8.21K	Jun 30, 26	+393	0.05%
NewEdge Advisors, LLC	8.17K	Jun 30, 26	-399	0.05%
Equitable Holdings, Inc.	8.10K	Jun 30, 26	+1.82K	0.05%
Midwest Financial Network, LLC	8.07K	Jun 30, 26	+8.07K	0.05%
Resources Investment Advisors, LLC.	8.04K	Jun 30, 26	+8.04K	0.05%
Pensionmark Financial Group, LLC	6.97K	Jun 30, 26	--	0.04%
Storen Legacy Partners, LLC	6.69K	Jun 30, 26	--	0.04%
Ameritas Advisory Services, LLC	6.66K	Jun 30, 26	+6.66K	0.04%
Mariner, LLC	6.49K	Jun 30, 26	+172	0.04%
Mutual Advisors, LLC	6.40K	Jun 30, 26	+22	0.04%
Concord Wealth Partners	6.25K	Jun 30, 26	+23	0.04%
Sequoia Financial Advisors, LLC	6.18K	Jun 30, 26	+23	0.04%
Principle Wealth Partners LLC	6.17K	Jun 30, 26	--	0.04%
Prepared Retirement Institute LLC	6.16K	Jun 30, 26	+24	0.04%
Ascent Group, LLC	6.09K	Jun 30, 26	+967	0.04%
Global Retirement Partners, LLC	5.56K	Jun 30, 26	+5.56K	0.04%
HARBOUR INVESTMENTS, INC.	5.38K	Jun 30, 26	+3.31K	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.37K	Jun 30, 26	-3.30K	0.03%
Capital Analysts, LLC	5.31K	Jun 30, 26	+786	0.03%
RCS Financial Planning, LLC	5.22K	Jun 30, 26	+5.22K	0.03%
Cyndeo Wealth Partners, LLC	5.14K	Jun 30, 26	--	0.03%
Quantinno Capital Management LP	4.76K	Jun 30, 26	+917	0.03%
Advisory Services Network, LLC	4.72K	Jun 30, 26	+81	0.03%
Arkadios Wealth Advisors	4.62K	Jun 30, 26	--	0.03%
Integrated Wealth Concepts LLC	4.59K	Jun 30, 26	+1.22K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	4.49K	Jun 30, 26	+2	0.03%
AVAII WEALTH MANAGEMENT, LLC	4.39K	Jun 30, 26	-50	0.03%
CoreCap Advisors, LLC	4.38K	Jun 30, 26	-237	0.03%
New England Private Wealth Advisors LLC	4.35K	Jun 30, 26	+8	0.03%
CFO4Life Group, LLC	4.14K	Jun 30, 26	+14	0.03%
Wood Tarver Financial Group, LLC	4.08K	Jun 30, 26	--	0.03%
LaSalle St. Investment Advisors, LLC	4.01K	Jun 30, 26	-576	0.03%
CreativeOne Wealth, LLC	3.86K	Jun 30, 26	+2	0.02%
MERCER GLOBAL ADVISORS INC /ADV	3.64K	Jun 30, 26	+59	0.02%
FORONJY FINANCIAL LLC	3.46K	Jun 30, 26	-156	0.02%
Silver Grove Financial Group, Inc.	3.28K	Jun 30, 26	+3.28K	0.02%
Madison Wealth Partners, Inc	3.23K	Jun 30, 26	+8	0.02%
WealthPlan Investment Management, LLC	3.10K	Jun 30, 26	-186	0.02%
Onyx Bridge Wealth Group LLC	3.04K	Jun 30, 26	--	0.02%
Glen Eagle Advisors, LLC	2.83K	Jun 30, 26	--	0.02%
Private Advisor Group, LLC	2.74K	Jun 30, 26	-5.93K	0.02%
TCG Advisory Services, LLC	2.67K	Jun 30, 26	+2.67K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.66K	Jun 30, 26	+97	0.02%
LJI Wealth Management, LLC	2.65K	Jun 30, 26	+2.65K	0.02%
TWIN PEAKS WEALTH ADVISORS, LLC	2.59K	Jun 30, 26	+1.62K	0.02%
Glass Jacobson Investment Advisors llc	2.40K	Jun 30, 26	+9	0.02%
Sunrise Financial Services, LLC	2.33K	Jun 30, 26	+24	0.01%
Capital Investment Counsel, Inc	2.23K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	2.18K	Jun 30, 26	-41	0.01%
Portfolio Resources Advisor Group, Inc.	2.13K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.67K	Jun 30, 26	+988	0.01%
EP Wealth Advisors, LLC	1.42K	Jun 30, 26	-3.00K	0.01%
AdvisorNet Financial, Inc	1.26K	Jun 30, 26	+4	0.01%
SRS Capital Advisors, Inc.	1.00K	Jun 30, 26	+959	0.01%
Lavaca Capital LLC	933	Jun 30, 26	-16	0.01%
Regatta Research & Money Management	869	Jun 30, 26	+869	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	836	Jun 30, 26	+836	0.01%
UBS Group AG	732	Jun 30, 26	-182	0.00%
CNB Bank	686	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	640	Jun 30, 26	-385	0.00%
Harbor Asset Planning, Inc.	546	Jun 30, 26	+2	0.00%
Ancora Advisors, LLC	504	Jun 30, 26	-500	0.00%
IFG Advisory, LLC	448	Jun 30, 26	+448	0.00%
Corsicana & Co.	360	Jun 30, 26	+360	0.00%
Cornerstone Planning Group LLC	310	Jun 30, 26	--	0.00%
Spire Wealth Management	282	Jun 30, 26	+1	0.00%
BANK OF MONTREAL /CAN/	273	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	251	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	245	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	223	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	202	Jun 30, 26	-76	0.00%
Federation des caisses Desjardins du Quebec	173	Jun 30, 26	+93	0.00%
SHP Wealth Management	129	Jun 30, 26	--	0.00%
Your Advocates Ltd., LLP	99	Jun 30, 26	+99	0.00%
US BANCORP \DE\	95	Jun 30, 26	+3	0.00%
VANGUARD ADVISERS INC	91	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	91	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	73	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	59	Jun 30, 26	+59	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	50	Jun 30, 26	-271	0.00%
IFP Advisors, Inc	42	Jun 30, 26	-447	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	31	Jun 30, 26	-36	0.00%
Golden State Wealth Management, LLC	28	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	28	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	13	Jun 30, 26	+13	0.00%
BOK Financial Private Wealth, Inc.	--	Jun 30, 26	-72	--
STIFEL FINANCIAL CORP	--	Jun 30, 26	-3.03K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-308	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.40K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-22.80K	--
Foguth Wealth Management, LLC.	--	Jun 30, 26	-3.88K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.16K	--
MARSHALL WACE, LLP	--	Jun 30, 26	-3.28K	--
MATHER GROUP, LLC.	--	Jun 30, 26	-29	--
Basepoint Wealth LLC	--	Jun 30, 26	-6	--
ENVESTNET ASSET MANAGEMENT INC	1.70M	Mar 31, 26	+150.01K	10.90%
High Probability Advisors, LLC	424.71K	Mar 31, 26	-5.21K	2.72%
Dynamic Advisor Solutions LLC	295.30K	Mar 31, 26	+5.06K	1.89%
MAI Capital Management	286.58K	Mar 31, 26	+11.01K	1.84%
Merit Financial Group, LLC	226.69K	Mar 31, 26	-106.13K	1.45%
JPMORGAN CHASE & CO	206.53K	Mar 31, 26	-1.07K	1.32%
Custos Family Office, LLC	122.61K	Mar 31, 26	-5.36K	0.79%
CONDOR CAPITAL MANAGEMENT	116.71K	Mar 31, 26	+3.22K	0.75%
JONES FINANCIAL COMPANIES LLLP	110.78K	Mar 31, 26	+40.93K	0.71%
Creative Planning	106.63K	Mar 31, 26	+4.10K	0.68%
Goodwin Investment Advisory	79.58K	Mar 31, 26	-813	0.51%
Cedar Point Capital Partners, LLC	63.21K	Mar 31, 26	+3.16K	0.41%
RAYMOND JAMES FINANCIAL INC	53.90K	Mar 31, 26	+3.73K	0.35%
Cambridge Investment Research Advisors, Inc.	49.02K	Mar 31, 26	+3.75K	0.31%
Empowered Funds, LLC	47.80K	Mar 31, 26	-23.42K	0.31%
Rockefeller Capital Management L.P.	41.67K	Mar 31, 26	+18.56K	0.27%
Bouvel Investment Partners, LLC	41.15K	Mar 31, 26	-833	0.26%
PFG Advisors	39.38K	Mar 31, 26	-20.72K	0.25%
Darwin Wealth Management, LLC	25.86K	Mar 31, 26	+7.91K	0.17%
Strategic Blueprint, LLC	25.00K	Mar 31, 26	+517	0.16%
B. Riley Wealth Advisors, Inc.	21.07K	Mar 31, 26	+1.78K	0.14%
MML INVESTORS SERVICES, LLC	19.48K	Mar 31, 26	-3.82K	0.12%
AE Wealth Management LLC	17.88K	Mar 31, 26	+3.17K	0.11%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.23K	Mar 31, 26	+2.60K	0.11%
BlackRock, Inc.	17.15K	Mar 31, 26	+17.15K	0.11%
Sigma Planning Corp	16.56K	Mar 31, 26	-440	0.11%
Sunbelt Securities, Inc.	12.82K	Mar 31, 26	+103	0.08%
Montis Financial, LLC	12.60K	Mar 31, 26	-406	0.08%
AQR CAPITAL MANAGEMENT LLC	12.38K	Mar 31, 26	+3.02K	0.08%
Certified Advisory Corp	12.26K	Mar 31, 26	+1.45K	0.08%
CWM, LLC	12.19K	Mar 31, 26	+12.03K	0.08%
Allworth Financial LP	9.79K	Mar 31, 26	-837	0.06%
CULLEN/FROST BANKERS, INC.	9.56K	Mar 31, 26	+693	0.06%
Private Advisor Group, LLC	8.67K	Mar 31, 26	+1.15K	0.06%
Cerity Partners LLC	8.04K	Mar 31, 26	+54	0.05%
Kovack Advisors, Inc.	7.82K	Mar 31, 26	+26	0.05%
ASSETMARK, INC	7.26K	Mar 31, 26	+429	0.05%
Pensionmark Financial Group, LLC	6.97K	Mar 31, 26	--	0.04%
Mutual Advisors, LLC	6.38K	Mar 31, 26	-130	0.04%
Equitable Holdings, Inc.	6.28K	Mar 31, 26	+6.28K	0.04%
Concord Wealth Partners	6.23K	Mar 31, 26	+6.23K	0.04%
Sequoia Financial Advisors, LLC	6.16K	Mar 31, 26	+32	0.04%
Cyndeo Wealth Partners, LLC	5.14K	Mar 31, 26	--	0.03%
CoreCap Advisors, LLC	4.61K	Mar 31, 26	-79	0.03%
New England Private Wealth Advisors LLC	4.34K	Mar 31, 26	+8	0.03%
Quantinno Capital Management LP	3.84K	Mar 31, 26	-689	0.02%
WealthPlan Investment Management, LLC	3.29K	Mar 31, 26	+3.29K	0.02%
MARSHALL WACE, LLP	3.28K	Mar 31, 26	+3.28K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.56K	Mar 31, 26	+395	0.02%
Clarity Asset Management, Inc.	2.16K	Mar 31, 26	+9	0.01%
HARBOUR INVESTMENTS, INC.	2.08K	Mar 31, 26	+2.08K	0.01%
WELLS FARGO & COMPANY/MN	1.02K	Mar 31, 26	+575	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	971	Mar 31, 26	+971	0.01%
Lavaca Capital LLC	949	Mar 31, 26	+949	0.01%
CNB Bank	686	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	685	Mar 31, 26	+500	0.00%
Cornerstone Planning Group LLC	310	Mar 31, 26	+310	0.00%
Russell Investments Group, Ltd.	308	Mar 31, 26	--	0.00%
Spire Wealth Management	281	Mar 31, 26	-3	0.00%
Parkside Financial Bank & Trust	278	Mar 31, 26	+278	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	245	Mar 31, 26	--	0.00%
US BANCORP \DE\	92	Mar 31, 26	+92	0.00%
VANGUARD ADVISERS INC	91	Mar 31, 26	+91	0.00%
Smartleaf Asset Management LLC	91	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	80	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	72	Mar 31, 26	--	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	67	Mar 31, 26	-475	0.00%
SRS Capital Advisors, Inc.	44	Mar 31, 26	-915	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	31	Mar 31, 26	+31	0.00%
Golden State Wealth Management, LLC	28	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-66	--
Sowell Financial Services LLC	--	Mar 31, 26	-2.81K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-14.30K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-78	--
POM Investment Strategies, LLC	--	Mar 31, 26	-107	--
FLAGSHIP WEALTH ADVISORS, LLC	--	Mar 31, 26	-9.43K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-11.88K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-17.42K	--
Vantage Financial Partners, LLC	121.30K	Dec 31, 25	-1.13K	0.78%
COMERICA BANK	2.18K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	132	Dec 31, 25	+132	0.00%
GPS Wealth Strategies Group, LLC	6	Dec 31, 25	--	0.00%
Glenmede Investment Management, LP	253	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	27.60K	Jun 30, 25	-2.58K	0.18%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	14	Jun 30, 25	+14	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-12	--
Orion Portfolio Solutions, LLC	26.09K	Mar 31, 25	-1.55K	0.17%
Executive Wealth Management, LLC	11.87K	Dec 31, 24	-1.85K	0.08%
Halpern Financial, Inc.	155.69K	Sep 30, 24	-18.96K	1.00%
Raymond James Financial Services Advisors, Inc.	11.29K	Sep 30, 24	+2.60K	0.07%
RAYMOND JAMES & ASSOCIATES	8.88K	Sep 30, 24	--	0.06%
Cetera Advisors LLC	17.34K	Mar 31, 24	+2.87K	0.11%
Cetera Advisor Networks LLC	16.00K	Mar 31, 24	+239	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	5.18K	Sep 30, 23	+21	0.03%
Truadvice, LLC	4.78K	Sep 30, 23	-24.06K	0.03%
BMS Financial Advisors, LLC	7.18K	Jun 30, 23	-30.93K	0.05%
Ahrens Investment Partners LLC	10.67K	Mar 31, 23	-80	0.07%
CFO4Life, L.P.	197.61K	Dec 31, 22	+197.61K	1.27%
American Portfolios Advisors	3.11K	Sep 30, 22	+16	0.02%
Covington Capital Management	517	Sep 30, 22	--	0.00%
Pinnacle Private Wealth, LLC	10.40K	Jun 30, 22	-72	0.07%
Ameritas Investment Company, LLC	9.59K	Sep 30, 21	+4.47K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	65.03K	Dec 31, 19	+20.63K	0.42%
Advisor Group, Inc.	11.73K	Dec 31, 19	+5.09K	0.08%
Commonwealth Equity Services, Inc	75.45K	Jun 30, 17	+12.67K	0.48%
WFG Advisors, LP	11.25K	Jun 30, 17	+4.76K	0.07%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

1.77M

Jun 30, 26

+72.48K

11.36%

FMR LLC

1.64M

Jun 30, 26

-46.09K

10.50%

High Probability Advisors, LLC

443.67K

Jun 30, 26

+18.95K

2.84%

Dynamic Advisor Solutions LLC

331.73K

Jun 30, 26

+36.43K

2.13%

Cetera Investment Advisers

330.81K

Jun 30, 26

+49.27K

2.12%

LPL Financial LLC

307.04K

Jun 30, 26

+16.75K

1.97%

ROYAL BANK OF CANADA

306.08K

Jun 30, 26

+4.71K

1.96%

MAI Capital Management

294.57K

Jun 30, 26

+7.99K

1.89%

COMMONWEALTH EQUITY SERVICES, LLC

290.29K

Jun 30, 26

+76.44K

1.86%

ADVISOR GROUP HOLDINGS, INC.

254.51K

Jun 30, 26

+6.60K

1.63%

JPMORGAN CHASE & CO

222.61K

Jun 30, 26

+16.07K

1.43%

Merit Financial Group, LLC

211.22K

Jun 30, 26

-15.47K

1.35%

BEACON ADVISORS HOLDINGS, LLC

183.21K

Jun 30, 26

-10.48K

1.17%

BANK OF AMERICA CORP /DE/

179.34K

Jun 30, 26

+6.05K

1.15%

Kestra Advisory Services, LLC

145.22K

Jun 30, 26

-1.84K

0.93%

JONES FINANCIAL COMPANIES LLLP

136.51K

Jun 30, 26

+25.73K

0.88%

MORGAN STANLEY

131.31K

Jun 30, 26

-302

0.84%

Avidian Wealth Solutions, LLC

129.44K

Jun 30, 26

+2.65K

0.83%

KESTRA PRIVATE WEALTH SERVICES, LLC

128.09K

Jun 30, 26

+10.98K

0.82%

Custos Family Office, LLC

123.10K

Jun 30, 26

+488

0.79%

CONDOR CAPITAL MANAGEMENT

118.96K

Jun 30, 26

+2.25K

0.76%

SAX WEALTH ADVISORS, LLC

110.58K

Jun 30, 26

-3.22K

0.71%

Creative Planning

106.91K

Jun 30, 26

+276

0.69%

Goodwin Investment Advisory

89.75K

Jun 30, 26

+10.16K

0.58%

THRIVENT FINANCIAL FOR LUTHERANS

76.96K

Jun 30, 26

+1.15K

0.49%

Cedar Point Capital Partners, LLC

65.14K

Jun 30, 26

+1.92K

0.42%

RAYMOND JAMES FINANCIAL INC

61.23K

Jun 30, 26

+7.33K

0.39%

Certified Advisory Corp

50.09K

Jun 30, 26

+37.83K

0.32%

Cambridge Investment Research Advisors, Inc.

50.03K

Jun 30, 26

+1.02K

0.32%

Empowered Funds, LLC

47.38K

Jun 30, 26

-417

0.30%

Cambria Investment Management, L.P.

47.38K

Jun 30, 26

-417

0.30%

PRIMORIS WEALTH ADVISORS, LLC

46.80K

Jun 30, 26

+1.18K

0.30%

ALTFEST L J & CO INC

44.16K

Jun 30, 26

-915

0.28%

Steel Peak Wealth Management LLC

42.25K

Jun 30, 26

+42.25K

0.27%

Bouvel Investment Partners, LLC

39.35K

Jun 30, 26

-1.80K

0.25%

Farther Finance Advisors, LLC

39.28K

Jun 30, 26

+383

0.25%

Rockefeller Capital Management L.P.

38.17K

Jun 30, 26

-3.50K

0.24%

Prism Advisors, Inc.

33.19K

Jun 30, 26

-7

0.21%

PFG Advisors

29.26K

Jun 30, 26

-10.12K

0.19%

AXXCESS WEALTH MANAGEMENT, LLC

27.15K

Jun 30, 26

+27.15K

0.17%

Darwin Wealth Management, LLC

27.15K

Jun 30, 26

+1.29K

0.17%

Strategic Blueprint, LLC

26.66K

Jun 30, 26

+1.66K

0.17%

B. Riley Wealth Advisors, Inc.

24.94K

Jun 30, 26

+3.87K

0.16%

Forbes Financial Planning, Inc.

24.63K

Jun 30, 26

-119

0.16%

MML INVESTORS SERVICES, LLC

24.60K

Jun 30, 26

+5.12K

0.16%

Envestnet Portfolio Solutions, Inc.

22.89K

Jun 30, 26

+607

0.15%

Brinker Capital Investments, LLC

22.08K

Jun 30, 26

+128

0.14%

AE Wealth Management LLC

20.34K

Jun 30, 26

+2.46K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.24K

Jun 30, 26

+9.73K

0.13%

J.W. COLE ADVISORS, INC.

19.20K

Jun 30, 26

+19.20K

0.12%

Spectrum Investment Advisors, Inc.

18.86K

Jun 30, 26

+2.69K

0.12%

GOLDMAN SACHS GROUP INC

18.71K

Jun 30, 26

-12.89K

0.12%

GTS SECURITIES LLC

18.19K

Jun 30, 26

+18.19K

0.12%

Traub Capital Management LLC

17.61K

Jun 30, 26

-743

0.11%

LVZ, Inc.

17.43K

Jun 30, 26

+17.43K

0.11%

BlackRock, Inc.

17.15K

Jun 30, 26

0.11%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.06K

Jun 30, 26

-167

0.11%

Sigma Planning Corp

16.31K

Jun 30, 26

-248

0.10%

AQR CAPITAL MANAGEMENT LLC

15.02K

Jun 30, 26

+2.64K

0.10%

Valmark Advisers, Inc.

14.81K

Jun 30, 26

-1.57K

0.09%

Montis Financial, LLC

12.47K

Jun 30, 26

-127

0.08%

Ethos Capital Management, Inc.

11.98K

Jun 30, 26

-5.03K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.37K

Jun 30, 26

+592

0.07%

CULLEN/FROST BANKERS, INC.

10.65K

Jun 30, 26

+1.09K

0.07%

FLAGSHIP WEALTH ADVISORS, LLC

10.12K

Jun 30, 26

+10.12K

0.06%

Allworth Financial LP

9.93K

Jun 30, 26

+141

0.06%

Ballast Financial Advisors LLC

9.72K

Jun 30, 26

+412

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

9.52K

Jun 30, 26

+9.49K

0.06%

Samalin Investment Counsel, LLC

9.25K

Jun 30, 26

0.06%

GWN SECURITIES INC.

8.80K

Jun 30, 26

+85

0.06%

ASSETMARK, INC

8.61K

Jun 30, 26

+1.35K

0.06%

Cerity Partners LLC

8.41K

Jun 30, 26

+369

0.05%

Diversify Advisory Services, LLC

8.28K

Jun 30, 26

+8.28K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.28K

Jun 30, 26

-3.68K

0.05%

Kovack Advisors, Inc.

8.21K

Jun 30, 26

+393

0.05%

NewEdge Advisors, LLC

8.17K

Jun 30, 26

-399

0.05%

Equitable Holdings, Inc.

8.10K

Jun 30, 26

+1.82K

0.05%

Midwest Financial Network, LLC

8.07K

Jun 30, 26

+8.07K

0.05%

Resources Investment Advisors, LLC.

8.04K

Jun 30, 26

+8.04K

0.05%

Pensionmark Financial Group, LLC

6.97K

Jun 30, 26

0.04%

Storen Legacy Partners, LLC

6.69K

Jun 30, 26

0.04%

Ameritas Advisory Services, LLC

6.66K

Jun 30, 26

+6.66K

0.04%

Mariner, LLC

6.49K

Jun 30, 26

+172

0.04%

Mutual Advisors, LLC

6.40K

Jun 30, 26

+22

0.04%

Concord Wealth Partners

6.25K

Jun 30, 26

+23

0.04%

Sequoia Financial Advisors, LLC

6.18K

Jun 30, 26

+23

0.04%

Principle Wealth Partners LLC

6.17K

Jun 30, 26

0.04%

Prepared Retirement Institute LLC

6.16K

Jun 30, 26

+24

0.04%

Ascent Group, LLC

6.09K

Jun 30, 26

+967

0.04%

Global Retirement Partners, LLC

5.56K

Jun 30, 26

+5.56K

0.04%

HARBOUR INVESTMENTS, INC.

5.38K

Jun 30, 26

+3.31K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.37K

Jun 30, 26

-3.30K

0.03%

Capital Analysts, LLC

5.31K

Jun 30, 26

+786

0.03%

RCS Financial Planning, LLC

5.22K

Jun 30, 26

+5.22K

0.03%

Cyndeo Wealth Partners, LLC

5.14K

Jun 30, 26

0.03%

Quantinno Capital Management LP

4.76K

Jun 30, 26

+917

0.03%

Advisory Services Network, LLC

4.72K

Jun 30, 26

+81

0.03%

Arkadios Wealth Advisors

4.62K

Jun 30, 26

0.03%

Integrated Wealth Concepts LLC

4.59K

Jun 30, 26

+1.22K

0.03%

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

4.49K

Jun 30, 26

0.03%

AVAII WEALTH MANAGEMENT, LLC

4.39K

Jun 30, 26

-50

0.03%

CoreCap Advisors, LLC

4.38K

Jun 30, 26

-237

0.03%

New England Private Wealth Advisors LLC

4.35K

Jun 30, 26

0.03%

CFO4Life Group, LLC

4.14K

Jun 30, 26

+14

0.03%

Wood Tarver Financial Group, LLC

4.08K

Jun 30, 26

0.03%

LaSalle St. Investment Advisors, LLC

4.01K

Jun 30, 26

-576

0.03%

CreativeOne Wealth, LLC

3.86K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

3.64K

Jun 30, 26

+59

0.02%

FORONJY FINANCIAL LLC

3.46K

Jun 30, 26

-156

0.02%

Silver Grove Financial Group, Inc.

3.28K

Jun 30, 26

+3.28K

0.02%

Madison Wealth Partners, Inc

3.23K

Jun 30, 26

0.02%

WealthPlan Investment Management, LLC

3.10K

Jun 30, 26

-186

0.02%

Onyx Bridge Wealth Group LLC

3.04K

Jun 30, 26

0.02%

Glen Eagle Advisors, LLC

2.83K

Jun 30, 26

0.02%

Private Advisor Group, LLC

2.74K

Jun 30, 26

-5.93K

0.02%

TCG Advisory Services, LLC

2.67K

Jun 30, 26

+2.67K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.66K

Jun 30, 26

+97

0.02%

LJI Wealth Management, LLC

2.65K

Jun 30, 26

+2.65K

0.02%

TWIN PEAKS WEALTH ADVISORS, LLC

2.59K

Jun 30, 26

+1.62K

0.02%

Glass Jacobson Investment Advisors llc

2.40K

Jun 30, 26

0.02%

Sunrise Financial Services, LLC

2.33K

Jun 30, 26

+24

0.01%

Capital Investment Counsel, Inc

2.23K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

2.18K

Jun 30, 26

-41

0.01%

Portfolio Resources Advisor Group, Inc.

2.13K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.67K

Jun 30, 26

+988

0.01%

EP Wealth Advisors, LLC

1.42K

Jun 30, 26

-3.00K

0.01%

AdvisorNet Financial, Inc

1.26K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

1.00K

Jun 30, 26

+959

0.01%

Lavaca Capital LLC

933

Jun 30, 26

-16

0.01%

Regatta Research & Money Management

869

Jun 30, 26

+869

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

836

Jun 30, 26

+836

0.01%

UBS Group AG

732

Jun 30, 26

-182

0.00%

CNB Bank

686

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

640

Jun 30, 26

-385

0.00%

Harbor Asset Planning, Inc.

546

Jun 30, 26

0.00%

Ancora Advisors, LLC

504

Jun 30, 26

-500

0.00%

IFG Advisory, LLC

448

Jun 30, 26

+448

0.00%

Corsicana & Co.

360

Jun 30, 26

+360

0.00%

Cornerstone Planning Group LLC

310

Jun 30, 26

0.00%

Spire Wealth Management

282

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

273

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

251

Jun 30, 26

0.00%

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

245

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

223

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

202

Jun 30, 26

-76

0.00%

Federation des caisses Desjardins du Quebec

173

Jun 30, 26

+93

0.00%

SHP Wealth Management

129

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

Jun 30, 26

+99

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+59

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-271

0.00%

IFP Advisors, Inc

Jun 30, 26

-447

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Jun 30, 26

-36

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+13

0.00%

BOK Financial Private Wealth, Inc.

Jun 30, 26

-72

STIFEL FINANCIAL CORP

Jun 30, 26

-3.03K

Russell Investments Group, Ltd.

Jun 30, 26

-308

Western Wealth Management, LLC

Jun 30, 26

-1.40K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-22.80K

Foguth Wealth Management, LLC.

Jun 30, 26

-3.88K

Clarity Asset Management, Inc.

Jun 30, 26

-2.16K

MARSHALL WACE, LLP

Jun 30, 26

-3.28K

MATHER GROUP, LLC.

Jun 30, 26

-29

Basepoint Wealth LLC

Jun 30, 26

-6

ENVESTNET ASSET MANAGEMENT INC

1.70M

Mar 31, 26

+150.01K

10.90%

High Probability Advisors, LLC

424.71K

Mar 31, 26

-5.21K

2.72%

Dynamic Advisor Solutions LLC

295.30K

Mar 31, 26

+5.06K

1.89%

MAI Capital Management

286.58K

Mar 31, 26

+11.01K

1.84%

Merit Financial Group, LLC

226.69K

Mar 31, 26

-106.13K

1.45%

JPMORGAN CHASE & CO

206.53K

Mar 31, 26

-1.07K

1.32%

Custos Family Office, LLC

122.61K

Mar 31, 26

-5.36K

0.79%

CONDOR CAPITAL MANAGEMENT

116.71K

Mar 31, 26

+3.22K

0.75%

JONES FINANCIAL COMPANIES LLLP

110.78K

Mar 31, 26

+40.93K

0.71%

Creative Planning

106.63K

Mar 31, 26

+4.10K

0.68%

Goodwin Investment Advisory

79.58K

Mar 31, 26

-813

0.51%

Cedar Point Capital Partners, LLC

63.21K

Mar 31, 26

+3.16K

0.41%

RAYMOND JAMES FINANCIAL INC

53.90K

Mar 31, 26

+3.73K

0.35%

Cambridge Investment Research Advisors, Inc.

49.02K

Mar 31, 26

+3.75K

0.31%

Empowered Funds, LLC

47.80K

Mar 31, 26

-23.42K

0.31%

Rockefeller Capital Management L.P.

41.67K

Mar 31, 26

+18.56K

0.27%

Bouvel Investment Partners, LLC

41.15K

Mar 31, 26

-833

0.26%

PFG Advisors

39.38K

Mar 31, 26

-20.72K

0.25%

Darwin Wealth Management, LLC

25.86K

Mar 31, 26

+7.91K

0.17%

Strategic Blueprint, LLC

25.00K

Mar 31, 26

+517

0.16%

B. Riley Wealth Advisors, Inc.

21.07K

Mar 31, 26

+1.78K

0.14%

MML INVESTORS SERVICES, LLC

19.48K

Mar 31, 26

-3.82K

0.12%

AE Wealth Management LLC

17.88K

Mar 31, 26

+3.17K

0.11%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.23K

Mar 31, 26

+2.60K

0.11%

BlackRock, Inc.

17.15K

Mar 31, 26

+17.15K

0.11%

Sigma Planning Corp

16.56K

Mar 31, 26

-440

0.11%

Sunbelt Securities, Inc.

12.82K

Mar 31, 26

+103

0.08%

Montis Financial, LLC

12.60K

Mar 31, 26

-406

0.08%

AQR CAPITAL MANAGEMENT LLC

12.38K

Mar 31, 26

+3.02K

0.08%

Certified Advisory Corp

12.26K

Mar 31, 26

+1.45K

0.08%

CWM, LLC

12.19K

Mar 31, 26

+12.03K

0.08%

Allworth Financial LP

9.79K

Mar 31, 26

-837

0.06%

CULLEN/FROST BANKERS, INC.

9.56K

Mar 31, 26

+693

0.06%

Private Advisor Group, LLC

8.67K

Mar 31, 26

+1.15K

0.06%

Cerity Partners LLC

8.04K

Mar 31, 26

+54

0.05%

Kovack Advisors, Inc.

7.82K

Mar 31, 26

+26

0.05%

ASSETMARK, INC

7.26K

Mar 31, 26

+429

0.05%

Pensionmark Financial Group, LLC

6.97K

Mar 31, 26

0.04%

Mutual Advisors, LLC

6.38K

Mar 31, 26

-130

0.04%

Equitable Holdings, Inc.

6.28K

Mar 31, 26

+6.28K

0.04%

Concord Wealth Partners

6.23K

Mar 31, 26

+6.23K

0.04%

Sequoia Financial Advisors, LLC

6.16K

Mar 31, 26

+32

0.04%

Cyndeo Wealth Partners, LLC

5.14K

Mar 31, 26

0.03%

CoreCap Advisors, LLC

4.61K

Mar 31, 26

-79

0.03%

New England Private Wealth Advisors LLC

4.34K

Mar 31, 26

0.03%

Quantinno Capital Management LP

3.84K

Mar 31, 26

-689

0.02%

WealthPlan Investment Management, LLC

3.29K

Mar 31, 26

+3.29K

0.02%

MARSHALL WACE, LLP

3.28K

Mar 31, 26

+3.28K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.56K

Mar 31, 26

+395

0.02%

Clarity Asset Management, Inc.

2.16K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

2.08K

Mar 31, 26

+2.08K

0.01%

WELLS FARGO & COMPANY/MN

1.02K

Mar 31, 26

+575

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

971

Mar 31, 26

+971

0.01%

Lavaca Capital LLC

949

Mar 31, 26

+949

0.01%

CNB Bank

686

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

685

Mar 31, 26

+500

0.00%

Cornerstone Planning Group LLC

310

Mar 31, 26

+310

0.00%

Russell Investments Group, Ltd.

308

Mar 31, 26

0.00%

Spire Wealth Management

281

Mar 31, 26

-3

0.00%

Parkside Financial Bank & Trust

278

Mar 31, 26

+278

0.00%

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

245

Mar 31, 26

0.00%

US BANCORP \DE\

Mar 31, 26

+92

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+91

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Mar 31, 26

-475

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

-915

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

Mar 31, 26

+31

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-66

Sowell Financial Services LLC

Mar 31, 26

-2.81K

CITADEL ADVISORS LLC

Mar 31, 26

-14.30K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-78

POM Investment Strategies, LLC

Mar 31, 26

-107

FLAGSHIP WEALTH ADVISORS, LLC

Mar 31, 26

-9.43K

Diversify Advisory Services, LLC

Mar 31, 26

-11.88K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-17.42K

Vantage Financial Partners, LLC

121.30K

Dec 31, 25

-1.13K

0.78%

COMERICA BANK

2.18K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

132

Dec 31, 25

+132

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

0.00%

Glenmede Investment Management, LP

253

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

27.60K

Jun 30, 25

-2.58K

0.18%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Jun 30, 25

+14

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-12

Orion Portfolio Solutions, LLC

26.09K

Mar 31, 25

-1.55K

0.17%

Executive Wealth Management, LLC

11.87K

Dec 31, 24

-1.85K

0.08%

Halpern Financial, Inc.

155.69K

Sep 30, 24

-18.96K

1.00%

Raymond James Financial Services Advisors, Inc.

11.29K

Sep 30, 24

+2.60K

0.07%

RAYMOND JAMES & ASSOCIATES

8.88K

Sep 30, 24

0.06%

Cetera Advisors LLC

17.34K

Mar 31, 24

+2.87K

0.11%

Cetera Advisor Networks LLC

16.00K

Mar 31, 24

+239

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

5.18K

Sep 30, 23

+21

0.03%

Truadvice, LLC

4.78K

Sep 30, 23

-24.06K

0.03%

BMS Financial Advisors, LLC

7.18K

Jun 30, 23

-30.93K

0.05%

Ahrens Investment Partners LLC

10.67K

Mar 31, 23

-80

0.07%

CFO4Life, L.P.

197.61K

Dec 31, 22

+197.61K

1.27%

American Portfolios Advisors

3.11K

Sep 30, 22

+16

0.02%

Covington Capital Management

517

Sep 30, 22

0.00%

Pinnacle Private Wealth, LLC

10.40K

Jun 30, 22

-72

0.07%

Ameritas Investment Company, LLC

9.59K

Sep 30, 21

+4.47K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

65.03K

Dec 31, 19

+20.63K

0.42%

Advisor Group, Inc.

11.73K

Dec 31, 19

+5.09K

0.08%

Commonwealth Equity Services, Inc

75.45K

Jun 30, 17

+12.67K

0.48%

WFG Advisors, LP

11.25K

Jun 30, 17

+4.76K

0.07%