| WELLS FARGO & COMPANY/MN | 4.36M | Jun 30, 26 | +312.38K | 12.86% |
| SigFig Wealth Management, LLC | 3.36M | Jun 30, 26 | +11.42K | 9.90% |
| GOLDMAN SACHS GROUP INC | 3.25M | Jun 30, 26 | +205.55K | 9.60% |
| ENVESTNET ASSET MANAGEMENT INC | 3.13M | Jun 30, 26 | +1.63M | 9.23% |
| LPL Financial LLC | 2.19M | Jun 30, 26 | +134.49K | 6.47% |
| Betterment LLC | 2.02M | Jun 30, 26 | -46.85K | 5.97% |
| Arvest Bank Trust Division | 1.11M | Jun 30, 26 | -27.53K | 3.26% |
| STATE OF WISCONSIN INVESTMENT BOARD | 1.09M | Jun 30, 26 | -- | 3.22% |
| MORGAN STANLEY | 936.84K | Jun 30, 26 | +127.88K | 2.76% |
| HB Wealth Management, LLC | 910.91K | Jun 30, 26 | -29.10K | 2.69% |
| JANE STREET GROUP, LLC | 750.00K | Jun 30, 26 | +750.00K | 2.21% |
| BANK OF AMERICA CORP /DE/ | 708.58K | Jun 30, 26 | +35.29K | 2.09% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 642.88K | Jun 30, 26 | +89.64K | 1.90% |
| PRINCIPAL SECURITIES, INC. | 596.57K | Jun 30, 26 | +249.24K | 1.76% |
| ROYAL BANK OF CANADA | 476.31K | Jun 30, 26 | -9.84K | 1.40% |
| Cetera Investment Advisers | 466.42K | Jun 30, 26 | +111.10K | 1.38% |
| FIRST FOUNDATION ADVISORS | 428.40K | Jun 30, 26 | +21.72K | 1.26% |
| RAYMOND JAMES FINANCIAL INC | 428.01K | Jun 30, 26 | +780 | 1.26% |
| ARVEST INVESTMENTS, INC. | 419.49K | Jun 30, 26 | +3.26K | 1.24% |
| Envestnet Portfolio Solutions, Inc. | 394.43K | Jun 30, 26 | +178.23K | 1.16% |
| UBS Group AG | 296.21K | Jun 30, 26 | -9.23K | 0.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 263.65K | Jun 30, 26 | -8.16K | 0.78% |
| AMERICAN NATIONAL BANK | 260.00K | Jun 30, 26 | +45.70K | 0.77% |
| Apella Capital, LLC | 238.77K | Jun 30, 26 | -7.58K | 0.70% |
| Sanctuary Advisors, LLC | 230.99K | Jun 30, 26 | +3.77K | 0.68% |
| Vestmark Advisory Solutions, Inc. | 214.74K | Jun 30, 26 | +6.03K | 0.63% |
| Mount Yale Investment Advisors, LLC | 214.66K | Jun 30, 26 | +556 | 0.63% |
| Strategic Financial Services, Inc, | 206.17K | Jun 30, 26 | -16.09K | 0.61% |
| SPINNAKER TRUST | 187.17K | Jun 30, 26 | -6.27K | 0.55% |
| CoreCap Advisors, LLC | 155.72K | Jun 30, 26 | +7.41K | 0.46% |
| Destiny Wealth Partners, LLC | 152.37K | Jun 30, 26 | -6.22K | 0.45% |
| MARSHALL WACE, LLP | 147.82K | Jun 30, 26 | -16.80K | 0.44% |
| CENTRAL TRUST Co | 144.95K | Jun 30, 26 | +3.03K | 0.43% |
| Anchor Investment Management, LLC | 123.57K | Jun 30, 26 | -7.62K | 0.36% |
| AlphaCore Capital LLC | 100.30K | Jun 30, 26 | -220 | 0.30% |
| Gladstone Institutional Advisory LLC | 88.32K | Jun 30, 26 | +51 | 0.26% |
| Keebeck Wealth Management, LLC | 86.78K | Jun 30, 26 | -331 | 0.26% |
| Asset Advisors Investment Management, LLC | 77.83K | Jun 30, 26 | +77.83K | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73.37K | Jun 30, 26 | +73.37K | 0.22% |
| OLD MISSION CAPITAL LLC | 71.63K | Jun 30, 26 | -59.75K | 0.21% |
| GFG Capital, LLC | 70.57K | Jun 30, 26 | -71.61K | 0.21% |
| 1900 WEALTH MANAGEMENT LLC | 66.83K | Jun 30, 26 | -1.55K | 0.20% |
| Clay Northam Wealth Management, LLC | 64.52K | Jun 30, 26 | +2.00K | 0.19% |
| NewEdge Advisors, LLC | 54.33K | Jun 30, 26 | -732 | 0.16% |
| Baird Financial Group, Inc. | 50.39K | Jun 30, 26 | +1.04K | 0.15% |
| PKS Advisory Services, LLC | 50.13K | Jun 30, 26 | +50.13K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 48.16K | Jun 30, 26 | +6.01K | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46.86K | Jun 30, 26 | +40.70K | 0.14% |
| ATWOOD & PALMER INC | 43.69K | Jun 30, 26 | -1.25K | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.74K | Jun 30, 26 | +2.72K | 0.11% |
| JPMORGAN CHASE & CO | 38.02K | Jun 30, 26 | +1.43K | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 33.58K | Jun 30, 26 | +369 | 0.10% |
| Integrated Wealth Concepts LLC | 32.74K | Jun 30, 26 | +1.28K | 0.10% |
| Prostatis Group LLC | 29.92K | Jun 30, 26 | -939 | 0.09% |
| LifePlan Investment Advisors, Inc. | 27.57K | Jun 30, 26 | -1.47K | 0.08% |
| Bank of New York Mellon Corp | 27.50K | Jun 30, 26 | -550 | 0.08% |
| TRUE Private Wealth Advisors | 27.21K | Jun 30, 26 | +1.18K | 0.08% |
| Cerity Partners LLC | 26.00K | Jun 30, 26 | +9.67K | 0.08% |
| Mengis Capital Management, Inc. | 25.11K | Jun 30, 26 | +3.45K | 0.07% |
| Elmwood Wealth Management, Inc. | 25.05K | Jun 30, 26 | -- | 0.07% |
| STIFEL FINANCIAL CORP | 25.01K | Jun 30, 26 | -416 | 0.07% |
| Empirical Asset Management, LLC | 23.83K | Jun 30, 26 | +963 | 0.07% |
| B. Riley Wealth Advisors, Inc. | 21.97K | Jun 30, 26 | +21.97K | 0.06% |
| Founders Financial Alliance, LLC | 21.31K | Jun 30, 26 | +20.92K | 0.06% |
| CITIGROUP INC | 20.71K | Jun 30, 26 | -228 | 0.06% |
| Creative Planning | 20.58K | Jun 30, 26 | +1.60K | 0.06% |
| Golden State Wealth Management, LLC | 19.77K | Jun 30, 26 | -658 | 0.06% |
| Pensionmark Financial Group, LLC | 19.48K | Jun 30, 26 | +4.23K | 0.06% |
| Portfolio Resources Advisor Group, Inc. | 19.18K | Jun 30, 26 | +19.18K | 0.06% |
| EP Wealth Advisors, LLC | 18.97K | Jun 30, 26 | -4.59K | 0.06% |
| Apollon Financial, LLC | 18.66K | Jun 30, 26 | -156 | 0.06% |
| SRS Capital Advisors, Inc. | 18.04K | Jun 30, 26 | +18.04K | 0.05% |
| Syntegra Private Wealth Group, LLC | 17.69K | Jun 30, 26 | +1.06K | 0.05% |
| IAG Wealth Partners, LLC | 16.99K | Jun 30, 26 | -26 | 0.05% |
| Vise Technologies, Inc. | 16.88K | Jun 30, 26 | +4.29K | 0.05% |
| INTEGRATED WEALTHCARE, LLC | 15.93K | Jun 30, 26 | -7 | 0.05% |
| Rockefeller Capital Management L.P. | 15.79K | Jun 30, 26 | -2.40K | 0.05% |
| Private Advisor Group, LLC | 15.20K | Jun 30, 26 | +15.20K | 0.04% |
| SageView Advisory Group, LLC | 14.76K | Jun 30, 26 | -73 | 0.04% |
| WHITTIER TRUST CO OF NEVADA INC | 14.57K | Jun 30, 26 | -842 | 0.04% |
| Worth Financial Advisory Group, LLC | 14.42K | Jun 30, 26 | +14.01K | 0.04% |
| MML INVESTORS SERVICES, LLC | 14.15K | Jun 30, 26 | +7.51K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 13.25K | Jun 30, 26 | +480 | 0.04% |
| Kelman-Lazarov, Inc. | 12.20K | Jun 30, 26 | -- | 0.04% |
| Strategies Wealth Advisors, LLC | 12.00K | Jun 30, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 11.37K | Jun 30, 26 | +1.64K | 0.03% |
| WHITTIER TRUST CO | 11.09K | Jun 30, 26 | -- | 0.03% |
| MORRIS FINANCIAL CONCEPTS, INC. | 10.90K | Jun 30, 26 | -484 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 10.89K | Jun 30, 26 | +10.89K | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 10.83K | Jun 30, 26 | +1.99K | 0.03% |
| Brinker Capital Investments, LLC | 10.55K | Jun 30, 26 | -265 | 0.03% |
| Beacon Financial Advisory LLC | 10.34K | Jun 30, 26 | +313 | 0.03% |
| Haverford Trust Co | 10.01K | Jun 30, 26 | -- | 0.03% |
| BROWN ADVISORY INC | 9.08K | Jun 30, 26 | +9.08K | 0.03% |
| Sigma Planning Corp | 9.06K | Jun 30, 26 | +1.94K | 0.03% |
| Hexagon Capital Partners LLC | 9.02K | Jun 30, 26 | -- | 0.03% |
| Clearwater Capital Advisors, LLC | 8.99K | Jun 30, 26 | -110 | 0.03% |
| Maia Wealth LLC | 8.53K | Jun 30, 26 | -855 | 0.03% |
| ALTFEST L J & CO INC | 8.25K | Jun 30, 26 | -1.84K | 0.02% |
| Wedmont Private Capital | 8.14K | Jun 30, 26 | -- | 0.02% |
| Western Wealth Management, LLC | 8.00K | Jun 30, 26 | +196 | 0.02% |
| Wealthspire Advisors, LLC | 7.99K | Jun 30, 26 | -31 | 0.02% |
| FMR LLC | 7.91K | Jun 30, 26 | +2.73K | 0.02% |
| Glenview Trust Co | 7.87K | Jun 30, 26 | -668 | 0.02% |
| PRIVATE TRUST CO NA | 7.69K | Jun 30, 26 | -642 | 0.02% |
| HighTower Advisors, LLC | 7.59K | Jun 30, 26 | +25 | 0.02% |
| Global Retirement Partners, LLC | 7.20K | Jun 30, 26 | +7.20K | 0.02% |
| CreativeOne Wealth, LLC | 7.01K | Jun 30, 26 | -987 | 0.02% |
| Annex Advisory Services, LLC | 6.94K | Jun 30, 26 | -527 | 0.02% |
| FLAGSTAR ADVISORS INC. | 6.60K | Jun 30, 26 | -74 | 0.02% |
| Kathmere Capital Management, LLC | 6.43K | Jun 30, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 6.40K | Jun 30, 26 | +65 | 0.02% |
| Steel Peak Wealth Management LLC | 6.35K | Jun 30, 26 | +6.35K | 0.02% |
| Mariner, LLC | 6.34K | Jun 30, 26 | -28.66K | 0.02% |
| Kestra Advisory Services, LLC | 6.33K | Jun 30, 26 | -2.92K | 0.02% |
| D.A. DAVIDSON & CO. | 6.24K | Jun 30, 26 | -- | 0.02% |
| Greenspring Advisors, LLC | 6.13K | Jun 30, 26 | -- | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.99K | Jun 30, 26 | +391 | 0.02% |
| Transamerica Financial Advisors, Inc. | 5.86K | Jun 30, 26 | +1.77K | 0.02% |
| Naviter Wealth, LLC | 5.81K | Jun 30, 26 | -- | 0.02% |
| MAI Capital Management | 5.70K | Jun 30, 26 | +5.00K | 0.02% |
| Legacy Advisors, LLC | 5.37K | Jun 30, 26 | -112 | 0.02% |
| Regal Investment Advisors LLC | 5.21K | Jun 30, 26 | -228 | 0.02% |
| Buckingham Strategic Partners | 5.08K | Jun 30, 26 | -404 | 0.01% |
| Gateway Wealth Partners, LLC | 4.97K | Jun 30, 26 | -5.76K | 0.01% |
| Quantinno Capital Management LP | 4.95K | Jun 30, 26 | +4.95K | 0.01% |
| Cambridge Advisors Inc. | 4.70K | Jun 30, 26 | -- | 0.01% |
| ENDEAVOR PRIVATE WEALTH, INC. | 4.49K | Jun 30, 26 | -151 | 0.01% |
| Perigon Wealth Management, LLC | 4.47K | Jun 30, 26 | +4.47K | 0.01% |
| Wealthfront Advisers LLC | 4.46K | Jun 30, 26 | -1.30K | 0.01% |
| Perennial Investment Advisors, LLC | 4.37K | Jun 30, 26 | +4.37K | 0.01% |
| FIFTH THIRD BANCORP | 4.17K | Jun 30, 26 | -63 | 0.01% |
| WORLD EQUITY GROUP, INC. | 4.08K | Jun 30, 26 | +4.08K | 0.01% |
| Archford Capital Strategies, LLC | 3.92K | Jun 30, 26 | +3.92K | 0.01% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 3.92K | Jun 30, 26 | +3.92K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 3.80K | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.05K | Jun 30, 26 | +2.50K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.67K | Jun 30, 26 | +2.67K | 0.01% |
| Capital Advisors, Ltd. LLC | 2.30K | Jun 30, 26 | -- | 0.01% |
| Cornerstone Planning Group LLC | 2.18K | Jun 30, 26 | -- | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.10K | Jun 30, 26 | -897 | 0.01% |
| Parallel Advisors, LLC | 1.92K | Jun 30, 26 | +1.84K | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.71K | Jun 30, 26 | +8 | 0.01% |
| GGM Financials LLC | 1.70K | Jun 30, 26 | +823 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 1.50K | Jun 30, 26 | +825 | 0.00% |
| MidFirst Bank | 1.03K | Jun 30, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 1.02K | Jun 30, 26 | -63.78K | 0.00% |
| Harbor Asset Planning, Inc. | 993 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 992 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 983 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 927 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 804 | Jun 30, 26 | -42 | 0.00% |
| VANGUARD ADVISERS INC | 731 | Jun 30, 26 | +23 | 0.00% |
| Colonial Trust Co / SC | 726 | Jun 30, 26 | +553 | 0.00% |
| Aptus Capital Advisors, LLC | 630 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 557 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 518 | Jun 30, 26 | -22 | 0.00% |
| US BANCORP \DE\ | 498 | Jun 30, 26 | -10 | 0.00% |
| Johnson Financial Group, Inc. | 492 | Jun 30, 26 | +492 | 0.00% |
| ROGCO, LP | 475 | Jun 30, 26 | +475 | 0.00% |
| Princeton Global Asset Management LLC | 453 | Jun 30, 26 | -44 | 0.00% |
| IFG Advisory, LLC | 406 | Jun 30, 26 | +406 | 0.00% |
| FRANKLIN RESOURCES INC | 382 | Jun 30, 26 | +382 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 379 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 363 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 331 | Jun 30, 26 | -- | 0.00% |
| EFG International AG | 326 | Jun 30, 26 | -19 | 0.00% |
| Russell Investments Group, Ltd. | 325 | Jun 30, 26 | +324 | 0.00% |
| Aventura Private Wealth, LLC | 300 | Jun 30, 26 | -42 | 0.00% |
| Key Capital Management, INC | 292 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 244 | Jun 30, 26 | +140 | 0.00% |
| LGT Financial Advisors LLC | 207 | Jun 30, 26 | -3 | 0.00% |
| Heritage Wealth Advisors | 200 | Jun 30, 26 | +200 | 0.00% |
| MASECO LLP | 174 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 126 | Jun 30, 26 | +126 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 117 | Jun 30, 26 | +117 | 0.00% |
| Brooklyn FI, LLC | 113 | Jun 30, 26 | +113 | 0.00% |
| Harborfront Financial Group LLC | 112 | Jun 30, 26 | +112 | 0.00% |
| Geneos Wealth Management Inc. | 95 | Jun 30, 26 | +95 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 94 | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 92 | Jun 30, 26 | -- | 0.00% |
| Coastal Investment Advisors, Inc. | 90 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 86 | Jun 30, 26 | +86 | 0.00% |
| Cape Investment Advisory, Inc. | 85 | Jun 30, 26 | +85 | 0.00% |
| ASSETMARK, INC | 84 | Jun 30, 26 | -57 | 0.00% |
| Breakwater Investment Management | 75 | Jun 30, 26 | -- | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 70 | Jun 30, 26 | +70 | 0.00% |
| Cheviot Value Management, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 43 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 41 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 40 | Jun 30, 26 | +40 | 0.00% |
| Spire Wealth Management | 40 | Jun 30, 26 | +40 | 0.00% |
| Silver Grove Financial Group, Inc. | 38 | Jun 30, 26 | -3 | 0.00% |
| Medallion Wealth Advisors, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 37 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 27 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 24 | Jun 30, 26 | +24 | 0.00% |
| WEST PACES ADVISORS INC. | 22 | Jun 30, 26 | +22 | 0.00% |
| Allspring Global Investments Holdings, LLC | 20 | Jun 30, 26 | +5 | 0.00% |
| Frazier Financial Advisors, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 4 | Jun 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 2 | Jun 30, 26 | -75 | 0.00% |
| 10Elms LLP | 1 | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.02K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -39.91K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -1.09K | -- |
| Kingdom Financial Group LLC. | -- | Jun 30, 26 | -2.02K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -26.16K | -- |
| Independence Bank of Kentucky | -- | Jun 30, 26 | -750 | -- |
| Rialto Wealth Management, LLC | -- | Jun 30, 26 | -439 | -- |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -961 | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -2.02K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -5.00K | -- |
| U.S. Capital Wealth Advisors, LLC | 5.98K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 322 | Mar 31, 26 | +49 | 0.00% |
| Edge Financial Advisors LLC | 19.24K | Dec 31, 25 | +422 | 0.06% |
| COMERICA BANK | 4.21K | Dec 31, 25 | -6.18K | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -349 | -- |
| Atria Wealth Solutions, Inc. | 13.77K | Jun 30, 25 | -17.43K | 0.04% |
| PrairieView Partners, LLC | 104 | Jun 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | -- | Jun 30, 25 | -26.52K | -- |
| Callan Capital, LLC | 99.62K | Mar 31, 25 | -1.11K | 0.29% |
| Orion Portfolio Solutions, LLC | 10.61K | Mar 31, 25 | +3.04K | 0.03% |
| WMS Partners, LLC | 1.72M | Dec 31, 24 | +64.69K | 5.09% |
| RAYMOND JAMES & ASSOCIATES | 1.37M | Sep 30, 24 | -14.64K | 4.05% |
| Raymond James Financial Services Advisors, Inc. | 456.24K | Sep 30, 24 | -251.53K | 1.35% |
| RAYMOND JAMES TRUST N.A. | 6.14K | Sep 30, 24 | +6.14K | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 77 | Sep 30, 24 | -- | 0.00% |
| ARVEST TRUST CO N A | 1.22M | Jun 30, 24 | +3.40K | 3.59% |
| ICA Group Wealth Management, LLC | 190 | Jun 30, 24 | -7.32K | 0.00% |
| Cetera Advisor Networks LLC | 120.44K | Mar 31, 24 | -9.05K | 0.36% |
| Cetera Advisors LLC | 8.97K | Mar 31, 24 | -765 | 0.03% |
| First Ascent Asset Management, LLC | 131.40K | Dec 31, 23 | +5.88K | 0.39% |
| Icon Wealth Partners, LLC | -- | Sep 30, 23 | -8.13K | -- |
| First Capital Advisors Group, LLC. | 112.41K | Jun 30, 23 | +54.39K | 0.33% |
| Endurance Wealth Management, Inc. | 700 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -1.02K | -- |
| Cribstone Capital Management, LLC | 35.48K | Dec 31, 22 | -20.23K | 0.10% |
| American Portfolios Advisors | 124.62K | Sep 30, 22 | -5.20K | 0.37% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 66.93K | Sep 30, 22 | -8.24K | 0.20% |
| MILESTONE WEALTH, LLC | 40.26K | Sep 30, 22 | -1.24K | 0.12% |
| CAPITAL ONE FINANCIAL CORP | 91.41K | Mar 31, 22 | -526.71K | 0.27% |
| Carroll Financial Associates, Inc. | 3.75K | Dec 31, 21 | +3.75K | 0.01% |
| NEXT Financial Group, Inc | 1.40K | Dec 31, 21 | +647 | 0.00% |
| Covenant Multifamily Offices, LLC | 264.83K | Sep 30, 21 | +50.29K | 0.78% |
| ETRADE Capital Management LLC | 47.76K | Sep 30, 20 | +16.72K | 0.14% |
| Peak Capital Management LLC | 118.56K | Mar 31, 20 | +26.22K | 0.35% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 268.36K | Dec 31, 19 | +268.36K | 0.79% |
| Advisor Group, Inc. | 5.83K | Dec 31, 19 | -270 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.47K | Dec 31, 19 | -93 | 0.01% |
| Capital One Investing, Inc. | 193.27K | Sep 30, 19 | +11.43K | 0.57% |
| BB&T SECURITIES, LLC | 51.54K | Sep 30, 19 | +1.68K | 0.15% |
| Guidant Wealth Advisors | 410 | Sep 30, 19 | +2 | 0.00% |
| HL FINANCIAL SERVICES LLC | 17.11K | Mar 31, 19 | +2.20K | 0.05% |
| SII INVESTMENTS INC/WI | 8.97K | Dec 31, 17 | -1.52K | 0.03% |
| Commonwealth Equity Services, Inc | 117.38K | Jun 30, 17 | +9.79K | 0.35% |
| LBA Wealth Management, LLC | 1.50K | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 800 | Dec 31, 16 | -- | 0.00% |